iShares Systematic Alternatives Active ETF(IALT)

$29.14—Stale · unknown old

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iShares Systematic Alternatives Active ETF(IALT)

NASDAQ • Last print unknown ago

$29.14—Stale · unknown old

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IALT(IALT)

IALT

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Institutional Ownership

Top 393 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	50.66M	Jun 30, 26	+50.66M	1537.04%
LPL Financial LLC	21.73M	Jun 30, 26	+21.73M	659.31%
JPMORGAN CHASE & CO	10.68M	Jun 30, 26	+10.68M	323.89%
MORGAN STANLEY	5.51M	Jun 30, 26	+5.47M	167.14%
Envestnet Portfolio Solutions, Inc.	5.02M	Jun 30, 26	+5.02M	152.40%
PARK AVENUE SECURITIES LLC	3.89M	Jun 30, 26	+3.89M	118.16%
MML INVESTORS SERVICES, LLC	3.58M	Jun 30, 26	+3.58M	108.70%
Cetera Investment Advisers	3.49M	Jun 30, 26	+3.49M	105.86%
Bank of New York Mellon Corp	3.18M	Jun 30, 26	+3.18M	96.36%
Janney Montgomery Scott LLC	2.96M	Jun 30, 26	+2.96M	89.94%
BlackRock, Inc.	2.96M	Jun 30, 26	+161.95K	89.86%
Foundations Investment Advisors, LLC	2.73M	Jun 30, 26	+2.73M	82.82%
Resources Investment Advisors, LLC.	2.41M	Jun 30, 26	+2.41M	73.08%
Sanctuary Advisors, LLC	2.24M	Jun 30, 26	+2.24M	68.01%
Advocacy Wealth Management Services, LLC	2.12M	Jun 30, 26	+2.12M	64.20%
NewEdge Advisors, LLC	2.11M	Jun 30, 26	+2.11M	63.92%
Merit Financial Group, LLC	1.64M	Jun 30, 26	+1.64M	49.88%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	1.44M	Jun 30, 26	+1.44M	43.56%
COMMONWEALTH EQUITY SERVICES, LLC	1.21M	Jun 30, 26	+1.18M	36.73%
SK Wealth Management, LLC	1.17M	Jun 30, 26	+1.17M	35.50%
JB Capital LLC	1.15M	Jun 30, 26	+1.15M	34.95%
STIFEL FINANCIAL CORP	1.06M	Jun 30, 26	+1.06M	32.24%
Equitable Holdings, Inc.	1.05M	Jun 30, 26	+1.05M	31.96%
JANE STREET GROUP, LLC	1.02M	Jun 30, 26	+1.02M	31.05%
Sumitomo Mitsui Trust Group, Inc.	987.03K	Jun 30, 26	+987.03K	29.94%
Scarborough Advisors, LLC	872.60K	Jun 30, 26	+872.60K	26.47%
Sharkey, Howes & Javer	865.28K	Jun 30, 26	+865.28K	26.25%
Ascent Group, LLC	819.28K	Jun 30, 26	+819.28K	24.86%
THRIVENT FINANCIAL FOR LUTHERANS	778.02K	Jun 30, 26	+778.02K	23.60%
CreativeOne Wealth, LLC	748.34K	Jun 30, 26	+748.34K	22.70%
SRS Capital Advisors, Inc.	665.56K	Jun 30, 26	+665.56K	20.19%
TRUIST FINANCIAL CORP	642.67K	Jun 30, 26	+642.67K	19.50%
Vise Technologies, Inc.	633.00K	Jun 30, 26	+633.00K	19.20%
Shepherd Financial Partners LLC	631.41K	Jun 30, 26	+631.41K	19.16%
Horst & Graben Wealth Management LLC	576.85K	Jun 30, 26	+576.85K	17.50%
AE Wealth Management LLC	571.53K	Jun 30, 26	+571.53K	17.34%
Capital Analysts, LLC	571.33K	Jun 30, 26	+571.33K	17.33%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	533.57K	Jun 30, 26	+533.57K	16.19%
Pettinga Financial Advisors, LLC	529.98K	Jun 30, 26	+529.98K	16.08%
Goldstein Advisors, LLC	526.95K	Jun 30, 26	+526.95K	15.99%
CFS Investment Advisory Services, LLC	515.75K	Jun 30, 26	+515.75K	15.65%
Security Financial Services, INC.	490.88K	Jun 30, 26	+490.88K	14.89%
Atria Investments, Inc	477.71K	Jun 30, 26	+477.71K	14.49%
Vestmark Advisory Solutions, Inc.	449.62K	Jun 30, 26	+449.62K	13.64%
Icon Wealth Advisors, LLC	447.48K	Jun 30, 26	+447.48K	13.58%
Cerity Partners LLC	434.01K	Jun 30, 26	+434.01K	13.17%
ROYAL BANK OF CANADA	432.63K	Jun 30, 26	+432.63K	13.13%
AllGen Financial Advisors, Inc.	403.11K	Jun 30, 26	+403.11K	12.23%
Stone House Investment Management, LLC	403.11K	Jun 30, 26	+403.11K	12.23%
WILEY BROS.-AINTREE CAPITAL, LLC	400.49K	Jun 30, 26	+400.49K	12.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	397.21K	Jun 30, 26	+255.40K	12.05%
Steel Peak Wealth Management LLC	389.66K	Jun 30, 26	+389.66K	11.82%
Kelly Financial Services LLC	366.06K	Jun 30, 26	+366.06K	11.11%
Perennial Investment Advisors, LLC	361.74K	Jun 30, 26	+361.74K	10.97%
Private Advisor Group, LLC	347.52K	Jun 30, 26	+336.11K	10.54%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	339.17K	Jun 30, 26	+339.17K	10.29%
TSFG, LLC	338.85K	Jun 30, 26	+338.85K	10.28%
Waverly Advisors, LLC	334.24K	Jun 30, 26	+334.24K	10.14%
KWB Wealth	328.42K	Jun 30, 26	+328.42K	9.96%
Wealth Alliance	319.00K	Jun 30, 26	+319.00K	9.68%
Integrated Wealth Concepts LLC	315.40K	Jun 30, 26	+315.40K	9.57%
ORG Wealth Partners, LLC	315.29K	Jun 30, 26	+315.29K	9.57%
Mutual Advisors, LLC	313.13K	Jun 30, 26	+313.13K	9.50%
One Wealth Advisors, LLC	309.00K	Jun 30, 26	+309.00K	9.37%
Global Retirement Partners, LLC	301.88K	Jun 30, 26	+301.88K	9.16%
Physician Wealth Advisors, Inc.	296.25K	Jun 30, 26	+296.25K	8.99%
Archer Investment Management, LLC	293.25K	Jun 30, 26	+293.25K	8.90%
IFP Advisors, Inc	293.06K	Jun 30, 26	+293.06K	8.89%
Synergy Investment Management, LLC	292.25K	Jun 30, 26	+292.25K	8.87%
Brinker Capital Investments, LLC	278.07K	Jun 30, 26	+278.07K	8.44%
Keystone Financial Group	274.56K	Jun 30, 26	+274.56K	8.33%
Trek Financial, LLC	261.12K	Jun 30, 26	+261.12K	7.92%
Trinity Wealth Management, LLC	256.53K	Jun 30, 26	+256.53K	7.78%
ONE Advisory Partners, LLC	249.87K	Jun 30, 26	+249.87K	7.58%
KICKSTAND VENTURES, LLC.	247.59K	Jun 30, 26	+247.59K	7.51%
ASSETMARK, INC	243.89K	Jun 30, 26	+243.89K	7.40%
Modern Wealth Management, LLC	241.25K	Jun 30, 26	+241.25K	7.32%
BEACON FINANCIAL GROUP	237.04K	Jun 30, 26	+237.04K	7.19%
ShoreHaven Wealth Partners, LLC	225.65K	Jun 30, 26	+225.65K	6.85%
Brookstone Capital Management	224.40K	Jun 30, 26	+224.40K	6.81%
Ashton Thomas Private Wealth, LLC	221.81K	Jun 30, 26	+221.81K	6.73%
Buckingham Strategic Partners	221.60K	Jun 30, 26	+221.60K	6.72%
Farther Finance Advisors, LLC	221.47K	Jun 30, 26	+221.47K	6.72%
Mariner, LLC	216.12K	Jun 30, 26	+216.12K	6.56%
Integrity Investment Advisors, LLC	214.44K	Jun 30, 26	+214.44K	6.51%
Arkadios Wealth Advisors	209.98K	Jun 30, 26	+209.98K	6.37%
PAX Financial Group, LLC	209.74K	Jun 30, 26	+209.74K	6.36%
Plancorp, LLC	208.54K	Jun 30, 26	+208.54K	6.33%
Stokes Family Office, LLC	203.96K	Jun 30, 26	+203.96K	6.19%
Midwest Capital Advisors, LLC	194.13K	Jun 30, 26	+194.13K	5.89%
Regal Investment Advisors LLC	192.05K	Jun 30, 26	+192.05K	5.83%
Keystone Financial Services	189.91K	Jun 30, 26	+189.91K	5.76%
Diversify Advisory Services, LLC	188.10K	Jun 30, 26	+188.10K	5.71%
DIVERSIFY WEALTH MANAGEMENT, LLC	188.10K	Jun 30, 26	+188.10K	5.71%
Braun-Bostich & Associates Inc.	186.92K	Jun 30, 26	+186.92K	5.67%
TSA Wealth Managment LLC	185.84K	Jun 30, 26	+185.84K	5.64%
Invst, LLC	184.46K	Jun 30, 26	+184.46K	5.60%
Summit Financial, LLC	181.35K	Jun 30, 26	+181.35K	5.50%
CURTIS WEALTH MANAGEMENT LLC	180.59K	Jun 30, 26	+180.59K	5.48%
Kestra Advisory Services, LLC	178.68K	Jun 30, 26	+178.68K	5.42%
WNY Asset Management, LLC	178.26K	Jun 30, 26	+178.26K	5.41%
Ameritas Advisory Services, LLC	177.64K	Jun 30, 26	+177.64K	5.39%
Beacon Bridge Wealth Partners, LLC	176.39K	Jun 30, 26	+176.39K	5.35%
Legacy Financial Group LLC	175.74K	Jun 30, 26	+175.74K	5.33%
Bay Harbor Wealth Management, LLC	175.32K	Jun 30, 26	+175.32K	5.32%
PRINCIPAL SECURITIES, INC.	174.64K	Jun 30, 26	+174.64K	5.30%
Concurrent Investment Advisors, LLC	174.49K	Jun 30, 26	+174.49K	5.29%
Detalus Advisors, LLC	170.29K	Jun 30, 26	+170.29K	5.17%
Quadrant Private Wealth Management, LLC	169.62K	Jun 30, 26	+169.62K	5.15%
Cobblestone Asset Management LLC	164.29K	Jun 30, 26	+164.29K	4.98%
Cypress Wealth Services, LLC	158.73K	Jun 30, 26	+158.73K	4.82%
Steelhead Wealth Management LLC	155.88K	Jun 30, 26	+155.88K	4.73%
Ronald Blue Trust, Inc.	155.11K	Jun 30, 26	+155.11K	4.71%
West Wealth Group, LLC	153.36K	Jun 30, 26	+153.36K	4.65%
Frisch Financial Group, Inc.	149.46K	Jun 30, 26	+149.46K	4.53%
SigFig Wealth Management, LLC	147.88K	Jun 30, 26	+147.88K	4.49%
A4 Wealth Advisors LLC	146.76K	Jun 30, 26	+146.76K	4.45%
Skyline Advisors, Inc.	143.19K	Jun 30, 26	+143.19K	4.34%
Mayflower Financial Advisors, LLC	137.83K	Jun 30, 26	+137.83K	4.18%
MILESTONE ASSET MANAGEMENT, LLC	136.21K	Jun 30, 26	+136.21K	4.13%
Embree Financial Group	134.53K	Jun 30, 26	+134.53K	4.08%
CORRADO ADVISORS, LLC	132.87K	Jun 30, 26	+1.71K	4.03%
WCG Wealth Advisors LLC	132.13K	Jun 30, 26	+132.13K	4.01%
Peak Wealth Management LLC	131.77K	Jun 30, 26	+131.77K	4.00%
Spinnaker Investment Group, LLC	130.25K	Jun 30, 26	+114.80K	3.95%
Focus Financial Network, Inc.	128.81K	Jun 30, 26	+128.81K	3.91%
CITIGROUP INC	124.90K	Jun 30, 26	+124.90K	3.79%
Claro Advisors LLC	124.37K	Jun 30, 26	+124.37K	3.77%
CORE WEALTH ADVISORS, LLC	122.64K	Jun 30, 26	+122.64K	3.72%
Kensington Asset Management, LLC	120.00K	Jun 30, 26	+120.00K	3.64%
Wealth Quarterback LLC	118.62K	Jun 30, 26	+118.62K	3.60%
Golden State Wealth Management, LLC	117.57K	Jun 30, 26	+117.57K	3.57%
Simplicity Wealth,LLC	116.26K	Jun 30, 26	+116.26K	3.53%
Spectrum Planning & Advisory Services Inc.	115.31K	Jun 30, 26	+115.31K	3.50%
Avid Wealth Partners LLC	113.62K	Jun 30, 26	+113.62K	3.45%
Holistic Planning, LLC	113.12K	Jun 30, 26	+113.12K	3.43%
Shared Vision Wealth Group LLC	112.36K	Jun 30, 26	+112.36K	3.41%
INDEPENDENT FINANCIAL GROUP, LLC	112.07K	Jun 30, 26	+112.07K	3.40%
Daviman Financial, LLC	111.96K	Jun 30, 26	+111.96K	3.40%
Tyche Wealth Partners LLC	110.20K	Jun 30, 26	+110.20K	3.34%
TWIN PEAKS WEALTH ADVISORS, LLC	109.97K	Jun 30, 26	+109.97K	3.34%
VestGen Advisors, LLC	109.77K	Jun 30, 26	+109.77K	3.33%
Redhawk Wealth Advisors, Inc.	109.69K	Jun 30, 26	+109.69K	3.33%
Town Capital LLC	108.99K	Jun 30, 26	+108.99K	3.31%
Strategies Wealth Advisors, LLC	107.43K	Jun 30, 26	+107.43K	3.26%
WETZEL INVESTMENT ADVISORS, INC.	107.20K	Jun 30, 26	+107.20K	3.25%
Gateway Wealth Partners, LLC	107.06K	Jun 30, 26	+107.06K	3.25%
Pensionmark Financial Group, LLC	106.46K	Jun 30, 26	+106.46K	3.23%
Vertex Planning Partners, LLC	100.60K	Jun 30, 26	+100.60K	3.05%
SWP FINANCIAL LLC	100.28K	Jun 30, 26	+100.28K	3.04%
ENDEAVOR PRIVATE WEALTH, INC.	98.07K	Jun 30, 26	+98.07K	2.98%
Chatterton & Associates Inc.	97.80K	Jun 30, 26	+97.80K	2.97%
Sovran Advisors, LLC	97.67K	Jun 30, 26	+97.67K	2.96%
Apeiron RIA LLC	97.47K	Jun 30, 26	+97.47K	2.96%
PFG Advisors	96.14K	Jun 30, 26	+96.14K	2.92%
Bedminster, LLC	95.17K	Jun 30, 26	+95.17K	2.89%
Cornerstone Planning Group LLC	93.94K	Jun 30, 26	+93.94K	2.85%
EQ LLC	91.70K	Jun 30, 26	+91.70K	2.78%
Kingsview Wealth Management, LLC	91.39K	Jun 30, 26	+91.39K	2.77%
EHRLICH FINANCIAL GROUP	90.36K	Jun 30, 26	+90.36K	2.74%
Csenge Advisory Group	89.82K	Jun 30, 26	+89.82K	2.73%
EWA, LLC	88.91K	Jun 30, 26	+88.91K	2.70%
Forum Finance Group S.A.	88.07K	Jun 30, 26	+84.41K	2.67%
Hoxton Planning & Management, LLC	87.54K	Jun 30, 26	+87.54K	2.66%
EXCEL SECURITIES & ASSOCIATES, INC.	87.12K	Jun 30, 26	+87.12K	2.64%
ONE WEALTH CAPITAL MANAGEMENT, LLC	85.94K	Jun 30, 26	+85.94K	2.61%
MATHER GROUP, LLC.	83.39K	Jun 30, 26	+83.39K	2.53%
BlackDiamond Wealth Management Inc.	83.04K	Jun 30, 26	+52.51K	2.52%
BETO FINANCIAL GROUP, LLC	81.89K	Jun 30, 26	+81.89K	2.48%
MERCER GLOBAL ADVISORS INC /ADV	81.34K	Jun 30, 26	+81.34K	2.47%
Apollon Wealth Management, LLC	80.88K	Jun 30, 26	+80.88K	2.45%
Intentional Wealth Strategies, LLC	80.65K	Jun 30, 26	+80.65K	2.45%
THEORY FINANCIAL LLC	80.32K	Jun 30, 26	+80.32K	2.44%
Stratos Wealth Partners, LTD.	79.35K	Jun 30, 26	+79.35K	2.41%
Advisory Services Network, LLC	79.16K	Jun 30, 26	+79.16K	2.40%
WealthShield Partners, LLC	77.71K	Jun 30, 26	+77.71K	2.36%
Tradition Wealth Management, LLC	74.89K	Jun 30, 26	+74.89K	2.27%
VisionPoint Advisory Group, LLC	73.78K	Jun 30, 26	+73.78K	2.24%
LAKE STREET FINANCIAL LLC	73.75K	Jun 30, 26	+12.95K	2.24%
AlphaCore Capital LLC	71.99K	Jun 30, 26	+71.99K	2.18%
MGO ONE SEVEN LLC	71.61K	Jun 30, 26	+71.61K	2.17%
Onyx Bridge Wealth Group LLC	71.04K	Jun 30, 26	+41.33K	2.16%
Mount Yale Investment Advisors, LLC	70.19K	Jun 30, 26	+70.19K	2.13%
WEALTHGARDEN F.S. LLC	67.78K	Jun 30, 26	+67.78K	2.06%
RFG Advisory, LLC	66.33K	Jun 30, 26	+66.33K	2.01%
LIFELONG WEALTH ADVISORS, INC.	63.61K	Jun 30, 26	+63.61K	1.93%
ArborFi Advisors, LLC	62.70K	Jun 30, 26	+62.70K	1.90%
Redwood Investment Management, LLC	62.39K	Jun 30, 26	+62.39K	1.89%
5T Wealth, LLC	61.51K	Jun 30, 26	+61.51K	1.87%
HighTower Advisors, LLC	61.40K	Jun 30, 26	+61.40K	1.86%
VERUS CAPITAL PARTNERS, LLC	61.08K	Jun 30, 26	+61.08K	1.85%
ALTERNA WEALTH MANAGEMENT, INC	60.35K	Jun 30, 26	+60.35K	1.83%
Aspire Capital Advisors LLC	58.77K	Jun 30, 26	+58.77K	1.78%
Portfolio Resources Advisor Group, Inc.	57.83K	Jun 30, 26	+57.83K	1.75%
Sentinus, LLC	57.18K	Jun 30, 26	+57.18K	1.73%
M1 Capital Management LLC	56.70K	Jun 30, 26	+56.70K	1.72%
Elequin Securities, LLC	56.01K	Jun 30, 26	+56.01K	1.70%
SWMG, LLC	55.05K	Jun 30, 26	+55.05K	1.67%
Atlatl Advisers LLC	54.97K	Jun 30, 26	+54.97K	1.67%
Hyposwiss Advisors SA	54.84K	Jun 30, 26	+32.20K	1.66%
Tempus Wealth Planning, LLC	54.29K	Jun 30, 26	+54.29K	1.65%
SEEDS INVESTOR LLC	53.75K	Jun 30, 26	+53.75K	1.63%
Fiduciary Alliance LLC	52.62K	Jun 30, 26	+52.62K	1.60%
WealthPLAN Partners, LLC	52.15K	Jun 30, 26	+52.15K	1.58%
Argent Trust Co	51.83K	Jun 30, 26	+51.83K	1.57%
Pinion Investment Advisors, LLC	51.51K	Jun 30, 26	+51.51K	1.56%
LifePlan Investment Advisors, Inc.	51.20K	Jun 30, 26	+51.20K	1.55%
Patriot Financial Group Insurance Agency, LLC	50.30K	Jun 30, 26	+50.30K	1.53%
CATALYST PRIVATE WEALTH, LLC	49.94K	Jun 30, 26	+49.94K	1.51%
Davis Wealth Advisors, LLC	49.93K	Jun 30, 26	+49.93K	1.51%
WealthPoint Financial, LLC	49.68K	Jun 30, 26	+49.68K	1.51%
ADVISOR GROUP HOLDINGS, INC.	49.37K	Jun 30, 26	+49.37K	1.50%
Integrated Advisors Network LLC	49.00K	Jun 30, 26	+49.00K	1.49%
J.M. Arbour, LLC	48.51K	Jun 30, 26	+48.51K	1.47%
Advyzon Investment Management, LLC	47.89K	Jun 30, 26	+47.89K	1.45%
Able Wealth Management LLC	47.87K	Jun 30, 26	+47.87K	1.45%
BCU Wealth Advisors, LLC	46.63K	Jun 30, 26	+46.63K	1.41%
Barnes Wealth Management Group, Inc	45.63K	Jun 30, 26	+45.63K	1.38%
Marex Group plc	45.00K	Jun 30, 26	+45.00K	1.37%
ARWA LLC	44.72K	Jun 30, 26	+44.72K	1.36%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	43.17K	Jun 30, 26	+43.17K	1.31%
Oak Grove Capital LLC	43.00K	Jun 30, 26	+43.00K	1.30%
Hopwood Nicholas Hunter	42.99K	Jun 30, 26	+42.99K	1.30%
Optivise Advisory Services LLC	42.23K	Jun 30, 26	+42.23K	1.28%
B. Riley Wealth Advisors, Inc.	41.29K	Jun 30, 26	+41.29K	1.25%
Polaris Investment Advisors, LLC	40.73K	Jun 30, 26	+40.73K	1.24%
Cassilly Financial Group LLC	40.29K	Jun 30, 26	+40.29K	1.22%
CARY STREET PARTNERS FINANCIAL LLC	40.13K	Jun 30, 26	+40.13K	1.22%
Integrity Advisory Solutions, LLC	39.99K	Jun 30, 26	+39.99K	1.21%
XY Planning Network, Inc.	39.82K	Jun 30, 26	+39.82K	1.21%
Keebeck Wealth Management, LLC	39.51K	Jun 30, 26	+39.51K	1.20%
Avidian Wealth Solutions, LLC	38.78K	Jun 30, 26	+38.78K	1.18%
Gen-Wealth Partners Inc	38.18K	Jun 30, 26	+38.18K	1.16%
Rede Wealth, LLC	37.80K	Jun 30, 26	+37.80K	1.15%
B.O.S.S. Retirement Advisors, LLC	37.17K	Jun 30, 26	+37.17K	1.13%
JFS WEALTH ADVISORS, LLC	36.16K	Jun 30, 26	+36.16K	1.10%
Ausdal Financial Partners, Inc.	35.73K	Jun 30, 26	+35.73K	1.08%
Beacon Capital Management, LLC	35.50K	Jun 30, 26	+35.50K	1.08%
Resurgent Financial Advisors LLC	35.12K	Jun 30, 26	+35.12K	1.07%
First Heartland Consultants, Inc.	34.36K	Jun 30, 26	+34.36K	1.04%
SILVERLAKE WEALTH MANAGEMENT LLC	33.95K	Jun 30, 26	+33.95K	1.03%
ABSOLUTE CAPITAL MANAGEMENT, LLC	33.47K	Jun 30, 26	+33.47K	1.02%
Integrated Wealth Management	33.33K	Jun 30, 26	+33.33K	1.01%
Cadia Private Client LLC	33.20K	Jun 30, 26	+23.27K	1.01%
Parallel Advisors, LLC	33.20K	Jun 30, 26	+14.67K	1.01%
CoreCap Advisors, LLC	32.83K	Jun 30, 26	+32.83K	1.00%
Two West Capital Advisors LLC	32.62K	Jun 30, 26	+32.62K	0.99%
CENTAURUS FINANCIAL, INC.	32.58K	Jun 30, 26	+4.13K	0.99%
Retirement Wealth Solutions LLC	30.62K	Jun 30, 26	+30.62K	0.93%
RDA Financial Network	30.55K	Jun 30, 26	+30.55K	0.93%
Steward Partners Investment Advisory, LLC	29.66K	Jun 30, 26	+27.06K	0.90%
WealthTrak Capital Management LLC	29.47K	Jun 30, 26	+29.47K	0.89%
Hobbs Wealth Management, LLC	28.93K	Jun 30, 26	+28.93K	0.88%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	28.74K	Jun 30, 26	+28.74K	0.87%
HARBOUR INVESTMENTS, INC.	28.28K	Jun 30, 26	+28.28K	0.86%
United Advisor Group, LLC	28.16K	Jun 30, 26	+28.16K	0.85%
Oak Wealth Advisors LLC	28.11K	Jun 30, 26	+28.11K	0.85%
LEIGH BALDWIN & CO., LLC	27.72K	Jun 30, 26	+27.72K	0.84%
SlateStone Wealth, LLC	27.50K	Jun 30, 26	+27.50K	0.83%
Merkkuri Wealth Advisors LLC	25.67K	Jun 30, 26	+25.67K	0.78%
GatePass Capital, LLC	24.95K	Jun 30, 26	+24.95K	0.76%
Beacon Pointe Advisors, LLC	23.99K	Jun 30, 26	+23.99K	0.73%
GeoWealth Management, LLC	23.78K	Jun 30, 26	+23.78K	0.72%
Transamerica Financial Advisors, Inc.	23.69K	Jun 30, 26	+23.69K	0.72%
TRANSCEND CAPITAL ADVISORS, LLC	23.60K	Jun 30, 26	+23.60K	0.72%
Magnolia Private Wealth, LLC	23.37K	Jun 30, 26	+23.37K	0.71%
Strategic Blueprint, LLC	22.95K	Jun 30, 26	+22.95K	0.70%
FLP Wealth Management, LLC	22.49K	Jun 30, 26	+22.49K	0.68%
Sovereign Financial Group, Inc.	22.46K	Jun 30, 26	+22.46K	0.68%
Sanchez Gaunt Capital Management, LLC	22.41K	Jun 30, 26	+22.41K	0.68%
Lantern Wealth Advisors, LLC	21.88K	Jun 30, 26	+21.88K	0.66%
Signal Advisors Wealth, LLC	21.87K	Jun 30, 26	+21.87K	0.66%
NWAM LLC	21.82K	Jun 30, 26	+21.82K	0.66%
MARIPAU WEALTH MANAGEMENT LLC	21.68K	Jun 30, 26	+21.68K	0.66%
FIFTH THIRD BANCORP	21.35K	Jun 30, 26	+21.35K	0.65%
J.W. COLE ADVISORS, INC.	21.34K	Jun 30, 26	+21.34K	0.65%
MKT Advisors LLC	21.25K	Jun 30, 26	+21.25K	0.64%
Asempa Wealth Advisors	21.02K	Jun 30, 26	+21.02K	0.64%
BOS Asset Management, LLC	20.95K	Jun 30, 26	+20.95K	0.64%
Family Wealth Group, LLC	20.91K	Jun 30, 26	+20.91K	0.63%
OpenArc Corporate Advisory, LLC	20.84K	Jun 30, 26	+20.84K	0.63%
SUTTON PLACE INVESTORS LLC	20.75K	Jun 30, 26	+20.75K	0.63%
Aspire Private Capital, LLC	18.43K	Jun 30, 26	+18.43K	0.56%
PFG Investments, LLC	18.37K	Jun 30, 26	+18.37K	0.56%
BigSur Wealth Management LLC	17.80K	Jun 30, 26	+17.80K	0.54%
Concorde Asset Management, LLC	17.71K	Jun 30, 26	+17.71K	0.54%
Founders Financial Alliance, LLC	17.62K	Jun 30, 26	+17.62K	0.53%
BLALOCK WILLIAMS, LLC	16.79K	Jun 30, 26	+16.79K	0.51%
BOYUM WEALTH ARCHITECTS LLC	16.74K	Jun 30, 26	+5.83K	0.51%
W ADVISORS, LLC	16.67K	Jun 30, 26	+16.67K	0.51%
DAVENPORT & Co LLC	16.48K	Jun 30, 26	+16.48K	0.50%
Arete Wealth Advisors, LLC	16.24K	Jun 30, 26	+16.24K	0.49%
Perigon Wealth Management, LLC	16.04K	Jun 30, 26	+16.04K	0.49%
FIRETHORN WEALTH PARTNERS, LLC	15.91K	Jun 30, 26	+15.91K	0.48%
EFG International AG	15.84K	Jun 30, 26	+15.84K	0.48%
Beacon Financial Advisory LLC	15.52K	Jun 30, 26	+15.52K	0.47%
WORLD EQUITY GROUP, INC.	15.36K	Jun 30, 26	+15.36K	0.47%
Sigma Planning Corp	15.29K	Jun 30, 26	+15.29K	0.46%
US BANCORP \DE\	15.11K	Jun 30, 26	+14.92K	0.46%
Oregon Pacific Wealth Management, LLC	15.05K	Jun 30, 26	+15.05K	0.46%
PRIVATE TRUST CO NA	14.75K	Jun 30, 26	+14.75K	0.45%
Brookwood Investment Group LLC	14.17K	Jun 30, 26	+14.17K	0.43%
Blue Capital, Inc.	14.13K	Jun 30, 26	+14.13K	0.43%
Avantra Family Wealth, Inc.	14.04K	Jun 30, 26	+14.04K	0.43%
M Holdings Securities, Inc.	13.79K	Jun 30, 26	+13.79K	0.42%
Key Capital Management, INC	13.42K	Jun 30, 26	+13.42K	0.41%
Castleview Partners, LLC	13.37K	Jun 30, 26	+13.37K	0.41%
Lloyd Advisory Services, LLC.	13.23K	Jun 30, 26	+13.23K	0.40%
ZENITH SOLUTIONS, INC.	12.76K	Jun 30, 26	+12.76K	0.39%
Hanlon Investment Management, Inc.	12.76K	Jun 30, 26	+12.76K	0.39%
Gilliland Jeter Wealth Management LLC	12.74K	Jun 30, 26	+12.74K	0.39%
LiftPoint Family Wealth Advisors LLC	12.74K	Jun 30, 26	+12.74K	0.39%
Cape Investment Advisory, Inc.	12.70K	Jun 30, 26	+12.70K	0.39%
Richmond Investment Services, LLC	12.57K	Jun 30, 26	+12.57K	0.38%
Empirical Asset Management, LLC	12.37K	Jun 30, 26	+12.37K	0.38%
Legacy Wealth Partners, LLC	12.28K	Jun 30, 26	+12.28K	0.37%
WEDBUSH SECURITIES INC	12.20K	Jun 30, 26	+12.20K	0.37%
IFG Advisory, LLC	11.76K	Jun 30, 26	+11.76K	0.36%
Fiscal Wisdom Wealth Management, LLC	11.61K	Jun 30, 26	+11.61K	0.35%
JT Stratford LLC	11.60K	Jun 30, 26	+11.60K	0.35%
Vantage Point Financial LLC	11.51K	Jun 30, 26	+11.51K	0.35%
Gladstone Institutional Advisory LLC	11.42K	Jun 30, 26	+11.42K	0.35%
Atomi Financial Group, Inc.	11.31K	Jun 30, 26	+11.31K	0.34%
Parkway Wealth Management Group, LLC	11.01K	Jun 30, 26	+11.01K	0.33%
BridgePort Financial Solutions, LLC	10.95K	Jun 30, 26	+10.95K	0.33%
Fulcrum Equity Management	10.67K	Jun 30, 26	+10.67K	0.32%
Pinnacle Family Advisors, LLC	10.21K	Jun 30, 26	+10.21K	0.31%
LOCKERMAN FINANCIAL GROUP, INC.	10.12K	Jun 30, 26	+10.12K	0.31%
McHugh Group, LLC	10.00K	Jun 30, 26	+10.00K	0.30%
IHT Wealth Management, LLC	9.81K	Jun 30, 26	+9.81K	0.30%
Main Street Financial Solutions, LLC	9.68K	Jun 30, 26	+9.68K	0.29%
Legacy Edge Advisors, LLC	9.65K	Jun 30, 26	+9.65K	0.29%
LongView Wealth Management	9.59K	Jun 30, 26	+9.59K	0.29%
MSH Capital Advisors LLC	9.53K	Jun 30, 26	+9.53K	0.29%
Hutchens & Kramer Investment Management Group, LLC	9.48K	Jun 30, 26	+9.48K	0.29%
Vantus Wealth LLC	9.02K	Jun 30, 26	+9.02K	0.27%
Marks Group Wealth Management, Inc	8.78K	Jun 30, 26	+8.78K	0.27%
Quartz Partners, LLC	8.72K	Jun 30, 26	+8.72K	0.26%
STRATEGY ASSET MANAGERS LLC	8.69K	Jun 30, 26	+8.69K	0.26%
Stirlingshire Investments, Inc.	8.61K	Jun 30, 26	+8.61K	0.26%
WJ Wealth Management, LLC	8.53K	Jun 30, 26	+8.53K	0.26%
ABLES, IANNONE, MOORE & ASSOCIATES, INC.	8.49K	Jun 30, 26	+8.49K	0.26%
EverSource Wealth Advisors, LLC	8.45K	Jun 30, 26	+8.45K	0.26%
CALIBER WEALTH MANAGEMENT, LLC / KS	8.04K	Jun 30, 26	+8.04K	0.24%
XTX Topco Ltd	7.98K	Jun 30, 26	+7.98K	0.24%
Kestra Investment Management, LLC	7.89K	Jun 30, 26	+7.89K	0.24%
Moors & Cabot, Inc.	7.86K	Jun 30, 26	+7.86K	0.24%
GWN SECURITIES INC.	7.81K	Jun 30, 26	+7.81K	0.24%
Kilter Group LLC	7.76K	Jun 30, 26	+7.76K	0.24%
Keystone Wealth Services, LLC	7.74K	Jun 30, 26	+7.74K	0.23%
Raleigh Capital Management Inc.	7.74K	Jun 30, 26	+7.74K	0.23%
Midwest Financial Network, LLC	7.41K	Jun 30, 26	+7.41K	0.22%
Semus Wealth Partners LLC	7.37K	Jun 30, 26	+7.37K	0.22%
KINGSWOOD WEALTH ADVISORS, LLC	7.31K	Jun 30, 26	+7.31K	0.22%
RCS Financial Planning, LLC	7.20K	Jun 30, 26	+7.20K	0.22%
OMNI 360 Wealth, Inc.	7.16K	Jun 30, 26	+7.16K	0.22%
Continuum Advisory, LLC	7.09K	Jun 30, 26	+7.09K	0.22%
UBS Group AG	7.00K	Jun 30, 26	+7.00K	0.21%
Kingdom Financial Group LLC.	6.67K	Jun 30, 26	+6.67K	0.20%
Regatta Research & Money Management	5.24K	Jun 30, 26	+5.24K	0.16%
Imprint Wealth LLC	5.02K	Jun 30, 26	+5.02K	0.15%
Capital Advisor Network LLC	3.70K	Jun 30, 26	+3.70K	0.11%
New Republic Capital, LLC	3.47K	Jun 30, 26	+3.47K	0.11%
FIDUCIARY FINANCIAL ADVISORS	2.82K	Jun 30, 26	+2.82K	0.09%
LifeSteps Financial, Inc.	2.19K	Jun 30, 26	+2.19K	0.07%
Signature Equity Partners, LLC	1.78K	Jun 30, 26	+1.78K	0.05%
Elevated Capital Advisors, LLC	1.58K	Jun 30, 26	+1.58K	0.05%
Vision Retirement, LLC	1.51K	Jun 30, 26	+1.51K	0.05%
Quest 10 Wealth Builders, Inc.	1.35K	Jun 30, 26	+1.35K	0.04%
GILPIN WEALTH MANAGEMENT, LLC	1.24K	Jun 30, 26	+1.24K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.07K	Jun 30, 26	+1.07K	0.03%
Allworth Financial LP	1.00K	Jun 30, 26	+1.00K	0.03%
Principia Wealth Advisory, LLC	820	Jun 30, 26	+820	0.02%
HUNTINGTON NATIONAL BANK	747	Jun 30, 26	+747	0.02%
Montgomery Financial Services LLC	597	Jun 30, 26	+597	0.02%
Archer Investment Corp	506	Jun 30, 26	+506	0.02%
Rockefeller Capital Management L.P.	505	Jun 30, 26	+505	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	472	Jun 30, 26	+472	0.01%
HARBOR INVESTMENT ADVISORY, LLC	452	Jun 30, 26	+452	0.01%
Networth Advisors, LLC	445	Jun 30, 26	+445	0.01%
Aptus Capital Advisors, LLC	394	Jun 30, 26	+394	0.01%
JPL Wealth Management, LLC	389	Jun 30, 26	+389	0.01%
Park Place Capital Corp	327	Jun 30, 26	+327	0.01%
PITTENGER & ANDERSON INC	210	Jun 30, 26	+210	0.01%
WELLS FARGO & COMPANY/MN	183	Jun 30, 26	+183	0.01%
Silver Grove Financial Group, Inc.	173	Jun 30, 26	+173	0.01%
NBC SECURITIES, INC.	150	Jun 30, 26	+150	0.00%
JONES FINANCIAL COMPANIES LLLP	105	Jun 30, 26	+105	0.00%
Capital Investment Advisory Services, LLC	70	Jun 30, 26	+70	0.00%
AdvisorNet Financial, Inc	51	Jun 30, 26	+51	0.00%
Tidemark, LLC	41	Jun 30, 26	+41	0.00%
Lionsbridge Wealth Management LLC	--	Jun 30, 26	-8.63K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-150	--

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

50.66M

Jun 30, 26

+50.66M

1537.04%

LPL Financial LLC

21.73M

Jun 30, 26

+21.73M

659.31%

JPMORGAN CHASE & CO

10.68M

Jun 30, 26

+10.68M

323.89%

MORGAN STANLEY

5.51M

Jun 30, 26

+5.47M

167.14%

Envestnet Portfolio Solutions, Inc.

5.02M

Jun 30, 26

+5.02M

152.40%

PARK AVENUE SECURITIES LLC

3.89M

Jun 30, 26

+3.89M

118.16%

MML INVESTORS SERVICES, LLC

3.58M

Jun 30, 26

+3.58M

108.70%

Cetera Investment Advisers

3.49M

Jun 30, 26

+3.49M

105.86%

Bank of New York Mellon Corp

3.18M

Jun 30, 26

+3.18M

96.36%

Janney Montgomery Scott LLC

2.96M

Jun 30, 26

+2.96M

89.94%

BlackRock, Inc.

2.96M

Jun 30, 26

+161.95K

89.86%

Foundations Investment Advisors, LLC

2.73M

Jun 30, 26

+2.73M

82.82%

Resources Investment Advisors, LLC.

2.41M

Jun 30, 26

+2.41M

73.08%

Sanctuary Advisors, LLC

2.24M

Jun 30, 26

+2.24M

68.01%

Advocacy Wealth Management Services, LLC

2.12M

Jun 30, 26

+2.12M

64.20%

NewEdge Advisors, LLC

2.11M

Jun 30, 26

+2.11M

63.92%

Merit Financial Group, LLC

1.64M

Jun 30, 26

+1.64M

49.88%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.44M

Jun 30, 26

+1.44M

43.56%

COMMONWEALTH EQUITY SERVICES, LLC

1.21M

Jun 30, 26

+1.18M

36.73%

SK Wealth Management, LLC

1.17M

Jun 30, 26

+1.17M

35.50%

JB Capital LLC

1.15M

Jun 30, 26

+1.15M

34.95%

STIFEL FINANCIAL CORP

1.06M

Jun 30, 26

+1.06M

32.24%

Equitable Holdings, Inc.

1.05M

Jun 30, 26

+1.05M

31.96%

JANE STREET GROUP, LLC

1.02M

Jun 30, 26

+1.02M

31.05%

Sumitomo Mitsui Trust Group, Inc.

987.03K

Jun 30, 26

+987.03K

29.94%

Scarborough Advisors, LLC

872.60K

Jun 30, 26

+872.60K

26.47%

Sharkey, Howes & Javer

865.28K

Jun 30, 26

+865.28K

26.25%

Ascent Group, LLC

819.28K

Jun 30, 26

+819.28K

24.86%

THRIVENT FINANCIAL FOR LUTHERANS

778.02K

Jun 30, 26

+778.02K

23.60%

CreativeOne Wealth, LLC

748.34K

Jun 30, 26

+748.34K

22.70%

SRS Capital Advisors, Inc.

665.56K

Jun 30, 26

+665.56K

20.19%

TRUIST FINANCIAL CORP

642.67K

Jun 30, 26

+642.67K

19.50%

Vise Technologies, Inc.

633.00K

Jun 30, 26

+633.00K

19.20%

Shepherd Financial Partners LLC

631.41K

Jun 30, 26

+631.41K

19.16%

Horst & Graben Wealth Management LLC

576.85K

Jun 30, 26

+576.85K

17.50%

AE Wealth Management LLC

571.53K

Jun 30, 26

+571.53K

17.34%

Capital Analysts, LLC

571.33K

Jun 30, 26

+571.33K

17.33%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

533.57K

Jun 30, 26

+533.57K

16.19%

Pettinga Financial Advisors, LLC

529.98K

Jun 30, 26

+529.98K

16.08%

Goldstein Advisors, LLC

526.95K

Jun 30, 26

+526.95K

15.99%

CFS Investment Advisory Services, LLC

515.75K

Jun 30, 26

+515.75K

15.65%

Security Financial Services, INC.

490.88K

Jun 30, 26

+490.88K

14.89%

Atria Investments, Inc

477.71K

Jun 30, 26

+477.71K

14.49%

Vestmark Advisory Solutions, Inc.

449.62K

Jun 30, 26

+449.62K

13.64%

Icon Wealth Advisors, LLC

447.48K

Jun 30, 26

+447.48K

13.58%

Cerity Partners LLC

434.01K

Jun 30, 26

+434.01K

13.17%

ROYAL BANK OF CANADA

432.63K

Jun 30, 26

+432.63K

13.13%

AllGen Financial Advisors, Inc.

403.11K

Jun 30, 26

+403.11K

12.23%

Stone House Investment Management, LLC

403.11K

Jun 30, 26

+403.11K

12.23%

WILEY BROS.-AINTREE CAPITAL, LLC

400.49K

Jun 30, 26

+400.49K

12.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

397.21K

Jun 30, 26

+255.40K

12.05%

Steel Peak Wealth Management LLC

389.66K

Jun 30, 26

+389.66K

11.82%

Kelly Financial Services LLC

366.06K

Jun 30, 26

+366.06K

11.11%

Perennial Investment Advisors, LLC

361.74K

Jun 30, 26

+361.74K

10.97%

Private Advisor Group, LLC

347.52K

Jun 30, 26

+336.11K

10.54%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

339.17K

Jun 30, 26

+339.17K

10.29%

TSFG, LLC

338.85K

Jun 30, 26

+338.85K

10.28%

Waverly Advisors, LLC

334.24K

Jun 30, 26

+334.24K

10.14%

KWB Wealth

328.42K

Jun 30, 26

+328.42K

9.96%

Wealth Alliance

319.00K

Jun 30, 26

+319.00K

9.68%

Integrated Wealth Concepts LLC

315.40K

Jun 30, 26

+315.40K

9.57%

ORG Wealth Partners, LLC

315.29K

Jun 30, 26

+315.29K

9.57%

Mutual Advisors, LLC

313.13K

Jun 30, 26

+313.13K

9.50%

One Wealth Advisors, LLC

309.00K

Jun 30, 26

+309.00K

9.37%

Global Retirement Partners, LLC

301.88K

Jun 30, 26

+301.88K

9.16%

Physician Wealth Advisors, Inc.

296.25K

Jun 30, 26

+296.25K

8.99%

Archer Investment Management, LLC

293.25K

Jun 30, 26

+293.25K

8.90%

IFP Advisors, Inc

293.06K

Jun 30, 26

+293.06K

8.89%

Synergy Investment Management, LLC

292.25K

Jun 30, 26

+292.25K

8.87%

Brinker Capital Investments, LLC

278.07K

Jun 30, 26

+278.07K

8.44%

Keystone Financial Group

274.56K

Jun 30, 26

+274.56K

8.33%

Trek Financial, LLC

261.12K

Jun 30, 26

+261.12K

7.92%

Trinity Wealth Management, LLC

256.53K

Jun 30, 26

+256.53K

7.78%

ONE Advisory Partners, LLC

249.87K

Jun 30, 26

+249.87K

7.58%

KICKSTAND VENTURES, LLC.

247.59K

Jun 30, 26

+247.59K

7.51%

ASSETMARK, INC

243.89K

Jun 30, 26

+243.89K

7.40%

Modern Wealth Management, LLC

241.25K

Jun 30, 26

+241.25K

7.32%

BEACON FINANCIAL GROUP

237.04K

Jun 30, 26

+237.04K

7.19%

ShoreHaven Wealth Partners, LLC

225.65K

Jun 30, 26

+225.65K

6.85%

Brookstone Capital Management

224.40K

Jun 30, 26

+224.40K

6.81%

Ashton Thomas Private Wealth, LLC

221.81K

Jun 30, 26

+221.81K

6.73%

Buckingham Strategic Partners

221.60K

Jun 30, 26

+221.60K

6.72%

Farther Finance Advisors, LLC

221.47K

Jun 30, 26

+221.47K

6.72%

Mariner, LLC

216.12K

Jun 30, 26

+216.12K

6.56%

Integrity Investment Advisors, LLC

214.44K

Jun 30, 26

+214.44K

6.51%

Arkadios Wealth Advisors

209.98K

Jun 30, 26

+209.98K

6.37%

PAX Financial Group, LLC

209.74K

Jun 30, 26

+209.74K

6.36%

Plancorp, LLC

208.54K

Jun 30, 26

+208.54K

6.33%

Stokes Family Office, LLC

203.96K

Jun 30, 26

+203.96K

6.19%

Midwest Capital Advisors, LLC

194.13K

Jun 30, 26

+194.13K

5.89%

Regal Investment Advisors LLC

192.05K

Jun 30, 26

+192.05K

5.83%

Keystone Financial Services

189.91K

Jun 30, 26

+189.91K

5.76%

Diversify Advisory Services, LLC

188.10K

Jun 30, 26

+188.10K

5.71%

DIVERSIFY WEALTH MANAGEMENT, LLC

188.10K

Jun 30, 26

+188.10K

5.71%

Braun-Bostich & Associates Inc.

186.92K

Jun 30, 26

+186.92K

5.67%

TSA Wealth Managment LLC

185.84K

Jun 30, 26

+185.84K

5.64%

Invst, LLC

184.46K

Jun 30, 26

+184.46K

5.60%

Summit Financial, LLC

181.35K

Jun 30, 26

+181.35K

5.50%

CURTIS WEALTH MANAGEMENT LLC

180.59K

Jun 30, 26

+180.59K

5.48%

Kestra Advisory Services, LLC

178.68K

Jun 30, 26

+178.68K

5.42%

WNY Asset Management, LLC

178.26K

Jun 30, 26

+178.26K

5.41%

Ameritas Advisory Services, LLC

177.64K

Jun 30, 26

+177.64K

5.39%

Beacon Bridge Wealth Partners, LLC

176.39K

Jun 30, 26

+176.39K

5.35%

Legacy Financial Group LLC

175.74K

Jun 30, 26

+175.74K

5.33%

Bay Harbor Wealth Management, LLC

175.32K

Jun 30, 26

+175.32K

5.32%

PRINCIPAL SECURITIES, INC.

174.64K

Jun 30, 26

+174.64K

5.30%

Concurrent Investment Advisors, LLC

174.49K

Jun 30, 26

+174.49K

5.29%

Detalus Advisors, LLC

170.29K

Jun 30, 26

+170.29K

5.17%

Quadrant Private Wealth Management, LLC

169.62K

Jun 30, 26

+169.62K

5.15%

Cobblestone Asset Management LLC

164.29K

Jun 30, 26

+164.29K

4.98%

Cypress Wealth Services, LLC

158.73K

Jun 30, 26

+158.73K

4.82%

Steelhead Wealth Management LLC

155.88K

Jun 30, 26

+155.88K

4.73%

Ronald Blue Trust, Inc.

155.11K

Jun 30, 26

+155.11K

4.71%

West Wealth Group, LLC

153.36K

Jun 30, 26

+153.36K

4.65%

Frisch Financial Group, Inc.

149.46K

Jun 30, 26

+149.46K

4.53%

SigFig Wealth Management, LLC

147.88K

Jun 30, 26

+147.88K

4.49%

A4 Wealth Advisors LLC

146.76K

Jun 30, 26

+146.76K

4.45%

Skyline Advisors, Inc.

143.19K

Jun 30, 26

+143.19K

4.34%

Mayflower Financial Advisors, LLC

137.83K

Jun 30, 26

+137.83K

4.18%

MILESTONE ASSET MANAGEMENT, LLC

136.21K

Jun 30, 26

+136.21K

4.13%

Embree Financial Group

134.53K

Jun 30, 26

+134.53K

4.08%

CORRADO ADVISORS, LLC

132.87K

Jun 30, 26

+1.71K

4.03%

WCG Wealth Advisors LLC

132.13K

Jun 30, 26

+132.13K

4.01%

Peak Wealth Management LLC

131.77K

Jun 30, 26

+131.77K

4.00%

Spinnaker Investment Group, LLC

130.25K

Jun 30, 26

+114.80K

3.95%

Focus Financial Network, Inc.

128.81K

Jun 30, 26

+128.81K

3.91%

CITIGROUP INC

124.90K

Jun 30, 26

+124.90K

3.79%

Claro Advisors LLC

124.37K

Jun 30, 26

+124.37K

3.77%

CORE WEALTH ADVISORS, LLC

122.64K

Jun 30, 26

+122.64K

3.72%

Kensington Asset Management, LLC

120.00K

Jun 30, 26

+120.00K

3.64%

Wealth Quarterback LLC

118.62K

Jun 30, 26

+118.62K

3.60%

Golden State Wealth Management, LLC

117.57K

Jun 30, 26

+117.57K

3.57%

Simplicity Wealth,LLC

116.26K

Jun 30, 26

+116.26K

3.53%

Spectrum Planning & Advisory Services Inc.

115.31K

Jun 30, 26

+115.31K

3.50%

Avid Wealth Partners LLC

113.62K

Jun 30, 26

+113.62K

3.45%

Holistic Planning, LLC

113.12K

Jun 30, 26

+113.12K

3.43%

Shared Vision Wealth Group LLC

112.36K

Jun 30, 26

+112.36K

3.41%

INDEPENDENT FINANCIAL GROUP, LLC

112.07K

Jun 30, 26

+112.07K

3.40%

Daviman Financial, LLC

111.96K

Jun 30, 26

+111.96K

3.40%

Tyche Wealth Partners LLC

110.20K

Jun 30, 26

+110.20K

3.34%

TWIN PEAKS WEALTH ADVISORS, LLC

109.97K

Jun 30, 26

+109.97K

3.34%

VestGen Advisors, LLC

109.77K

Jun 30, 26

+109.77K

3.33%

Redhawk Wealth Advisors, Inc.

109.69K

Jun 30, 26

+109.69K

3.33%

Town Capital LLC

108.99K

Jun 30, 26

+108.99K

3.31%

Strategies Wealth Advisors, LLC

107.43K

Jun 30, 26

+107.43K

3.26%

WETZEL INVESTMENT ADVISORS, INC.

107.20K

Jun 30, 26

+107.20K

3.25%

Gateway Wealth Partners, LLC

107.06K

Jun 30, 26

+107.06K

3.25%

Pensionmark Financial Group, LLC

106.46K

Jun 30, 26

+106.46K

3.23%

Vertex Planning Partners, LLC

100.60K

Jun 30, 26

+100.60K

3.05%

SWP FINANCIAL LLC

100.28K

Jun 30, 26

+100.28K

3.04%

ENDEAVOR PRIVATE WEALTH, INC.

98.07K

Jun 30, 26

+98.07K

2.98%

Chatterton & Associates Inc.

97.80K

Jun 30, 26

+97.80K

2.97%

Sovran Advisors, LLC

97.67K

Jun 30, 26

+97.67K

2.96%

Apeiron RIA LLC

97.47K

Jun 30, 26

+97.47K

2.96%

PFG Advisors

96.14K

Jun 30, 26

+96.14K

2.92%

Bedminster, LLC

95.17K

Jun 30, 26

+95.17K

2.89%

Cornerstone Planning Group LLC

93.94K

Jun 30, 26

+93.94K

2.85%

EQ LLC

91.70K

Jun 30, 26

+91.70K

2.78%

Kingsview Wealth Management, LLC

91.39K

Jun 30, 26

+91.39K

2.77%

EHRLICH FINANCIAL GROUP

90.36K

Jun 30, 26

+90.36K

2.74%

Csenge Advisory Group

89.82K

Jun 30, 26

+89.82K

2.73%

EWA, LLC

88.91K

Jun 30, 26

+88.91K

2.70%

Forum Finance Group S.A.

88.07K

Jun 30, 26

+84.41K

2.67%

Hoxton Planning & Management, LLC

87.54K

Jun 30, 26

+87.54K

2.66%

EXCEL SECURITIES & ASSOCIATES, INC.

87.12K

Jun 30, 26

+87.12K

2.64%

ONE WEALTH CAPITAL MANAGEMENT, LLC

85.94K

Jun 30, 26

+85.94K

2.61%

MATHER GROUP, LLC.

83.39K

Jun 30, 26

+83.39K

2.53%

BlackDiamond Wealth Management Inc.

83.04K

Jun 30, 26

+52.51K

2.52%

BETO FINANCIAL GROUP, LLC

81.89K

Jun 30, 26

+81.89K

2.48%

MERCER GLOBAL ADVISORS INC /ADV

81.34K

Jun 30, 26

+81.34K

2.47%

Apollon Wealth Management, LLC

80.88K

Jun 30, 26

+80.88K

2.45%

Intentional Wealth Strategies, LLC

80.65K

Jun 30, 26

+80.65K

2.45%

THEORY FINANCIAL LLC

80.32K

Jun 30, 26

+80.32K

2.44%

Stratos Wealth Partners, LTD.

79.35K

Jun 30, 26

+79.35K

2.41%

Advisory Services Network, LLC

79.16K

Jun 30, 26

+79.16K

2.40%

WealthShield Partners, LLC

77.71K

Jun 30, 26

+77.71K

2.36%

Tradition Wealth Management, LLC

74.89K

Jun 30, 26

+74.89K

2.27%

VisionPoint Advisory Group, LLC

73.78K

Jun 30, 26

+73.78K

2.24%

LAKE STREET FINANCIAL LLC

73.75K

Jun 30, 26

+12.95K

2.24%

AlphaCore Capital LLC

71.99K

Jun 30, 26

+71.99K

2.18%

MGO ONE SEVEN LLC

71.61K

Jun 30, 26

+71.61K

2.17%

Onyx Bridge Wealth Group LLC

71.04K

Jun 30, 26

+41.33K

2.16%

Mount Yale Investment Advisors, LLC

70.19K

Jun 30, 26

+70.19K

2.13%

WEALTHGARDEN F.S. LLC

67.78K

Jun 30, 26

+67.78K

2.06%

RFG Advisory, LLC

66.33K

Jun 30, 26

+66.33K

2.01%

LIFELONG WEALTH ADVISORS, INC.

63.61K

Jun 30, 26

+63.61K

1.93%

ArborFi Advisors, LLC

62.70K

Jun 30, 26

+62.70K

1.90%

Redwood Investment Management, LLC

62.39K

Jun 30, 26

+62.39K

1.89%

5T Wealth, LLC

61.51K

Jun 30, 26

+61.51K

1.87%

HighTower Advisors, LLC

61.40K

Jun 30, 26

+61.40K

1.86%

VERUS CAPITAL PARTNERS, LLC

61.08K

Jun 30, 26

+61.08K

1.85%

ALTERNA WEALTH MANAGEMENT, INC

60.35K

Jun 30, 26

+60.35K

1.83%

Aspire Capital Advisors LLC

58.77K

Jun 30, 26

+58.77K

1.78%

Portfolio Resources Advisor Group, Inc.

57.83K

Jun 30, 26

+57.83K

1.75%

Sentinus, LLC

57.18K

Jun 30, 26

+57.18K

1.73%

M1 Capital Management LLC

56.70K

Jun 30, 26

+56.70K

1.72%

Elequin Securities, LLC

56.01K

Jun 30, 26

+56.01K

1.70%

SWMG, LLC

55.05K

Jun 30, 26

+55.05K

1.67%

Atlatl Advisers LLC

54.97K

Jun 30, 26

+54.97K

1.67%

Hyposwiss Advisors SA

54.84K

Jun 30, 26

+32.20K

1.66%

Tempus Wealth Planning, LLC

54.29K

Jun 30, 26

+54.29K

1.65%

SEEDS INVESTOR LLC

53.75K

Jun 30, 26

+53.75K

1.63%

Fiduciary Alliance LLC

52.62K

Jun 30, 26

+52.62K

1.60%

WealthPLAN Partners, LLC

52.15K

Jun 30, 26

+52.15K

1.58%

Argent Trust Co

51.83K

Jun 30, 26

+51.83K

1.57%

Pinion Investment Advisors, LLC

51.51K

Jun 30, 26

+51.51K

1.56%

LifePlan Investment Advisors, Inc.

51.20K

Jun 30, 26

+51.20K

1.55%

Patriot Financial Group Insurance Agency, LLC

50.30K

Jun 30, 26

+50.30K

1.53%

CATALYST PRIVATE WEALTH, LLC

49.94K

Jun 30, 26

+49.94K

1.51%

Davis Wealth Advisors, LLC

49.93K

Jun 30, 26

+49.93K

1.51%

WealthPoint Financial, LLC

49.68K

Jun 30, 26

+49.68K

1.51%

ADVISOR GROUP HOLDINGS, INC.

49.37K

Jun 30, 26

+49.37K

1.50%

Integrated Advisors Network LLC

49.00K

Jun 30, 26

+49.00K

1.49%

J.M. Arbour, LLC

48.51K

Jun 30, 26

+48.51K

1.47%

Advyzon Investment Management, LLC

47.89K

Jun 30, 26

+47.89K

1.45%

Able Wealth Management LLC

47.87K

Jun 30, 26

+47.87K

1.45%

BCU Wealth Advisors, LLC

46.63K

Jun 30, 26

+46.63K

1.41%

Barnes Wealth Management Group, Inc

45.63K

Jun 30, 26

+45.63K

1.38%

Marex Group plc

45.00K

Jun 30, 26

+45.00K

1.37%

ARWA LLC

44.72K

Jun 30, 26

+44.72K

1.36%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

43.17K

Jun 30, 26

+43.17K

1.31%

Oak Grove Capital LLC

43.00K

Jun 30, 26

+43.00K

1.30%

Hopwood Nicholas Hunter

42.99K

Jun 30, 26

+42.99K

1.30%

Optivise Advisory Services LLC

42.23K

Jun 30, 26

+42.23K

1.28%

B. Riley Wealth Advisors, Inc.

41.29K

Jun 30, 26

+41.29K

1.25%

Polaris Investment Advisors, LLC

40.73K

Jun 30, 26

+40.73K

1.24%

Cassilly Financial Group LLC

40.29K

Jun 30, 26

+40.29K

1.22%

CARY STREET PARTNERS FINANCIAL LLC

40.13K

Jun 30, 26

+40.13K

1.22%

Integrity Advisory Solutions, LLC

39.99K

Jun 30, 26

+39.99K

1.21%

XY Planning Network, Inc.

39.82K

Jun 30, 26

+39.82K

1.21%

Keebeck Wealth Management, LLC

39.51K

Jun 30, 26

+39.51K

1.20%

Avidian Wealth Solutions, LLC

38.78K

Jun 30, 26

+38.78K

1.18%

Gen-Wealth Partners Inc

38.18K

Jun 30, 26

+38.18K

1.16%

Rede Wealth, LLC

37.80K

Jun 30, 26

+37.80K

1.15%

B.O.S.S. Retirement Advisors, LLC

37.17K

Jun 30, 26

+37.17K

1.13%

JFS WEALTH ADVISORS, LLC

36.16K

Jun 30, 26

+36.16K

1.10%

Ausdal Financial Partners, Inc.

35.73K

Jun 30, 26

+35.73K

1.08%

Beacon Capital Management, LLC

35.50K

Jun 30, 26

+35.50K

1.08%

Resurgent Financial Advisors LLC

35.12K

Jun 30, 26

+35.12K

1.07%

First Heartland Consultants, Inc.

34.36K

Jun 30, 26

+34.36K

1.04%

SILVERLAKE WEALTH MANAGEMENT LLC

33.95K

Jun 30, 26

+33.95K

1.03%

ABSOLUTE CAPITAL MANAGEMENT, LLC

33.47K

Jun 30, 26

+33.47K

1.02%

Integrated Wealth Management

33.33K

Jun 30, 26

+33.33K

1.01%

Cadia Private Client LLC

33.20K

Jun 30, 26

+23.27K

1.01%

Parallel Advisors, LLC

33.20K

Jun 30, 26

+14.67K

1.01%

CoreCap Advisors, LLC

32.83K

Jun 30, 26

+32.83K

1.00%

Two West Capital Advisors LLC

32.62K

Jun 30, 26

+32.62K

0.99%

CENTAURUS FINANCIAL, INC.

32.58K

Jun 30, 26

+4.13K

0.99%

Retirement Wealth Solutions LLC

30.62K

Jun 30, 26

+30.62K

0.93%

RDA Financial Network

30.55K

Jun 30, 26

+30.55K

0.93%

Steward Partners Investment Advisory, LLC

29.66K

Jun 30, 26

+27.06K

0.90%

WealthTrak Capital Management LLC

29.47K

Jun 30, 26

+29.47K

0.89%

Hobbs Wealth Management, LLC

28.93K

Jun 30, 26

+28.93K

0.88%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

28.74K

Jun 30, 26

+28.74K

0.87%

HARBOUR INVESTMENTS, INC.

28.28K

Jun 30, 26

+28.28K

0.86%

United Advisor Group, LLC

28.16K

Jun 30, 26

+28.16K

0.85%

Oak Wealth Advisors LLC

28.11K

Jun 30, 26

+28.11K

0.85%

LEIGH BALDWIN & CO., LLC

27.72K

Jun 30, 26

+27.72K

0.84%

SlateStone Wealth, LLC

27.50K

Jun 30, 26

+27.50K

0.83%

Merkkuri Wealth Advisors LLC

25.67K

Jun 30, 26

+25.67K

0.78%

GatePass Capital, LLC

24.95K

Jun 30, 26

+24.95K

0.76%

Beacon Pointe Advisors, LLC

23.99K

Jun 30, 26

+23.99K

0.73%

GeoWealth Management, LLC

23.78K

Jun 30, 26

+23.78K

0.72%

Transamerica Financial Advisors, Inc.

23.69K

Jun 30, 26

+23.69K

0.72%

TRANSCEND CAPITAL ADVISORS, LLC

23.60K

Jun 30, 26

+23.60K

0.72%

Magnolia Private Wealth, LLC

23.37K

Jun 30, 26

+23.37K

0.71%

Strategic Blueprint, LLC

22.95K

Jun 30, 26

+22.95K

0.70%

FLP Wealth Management, LLC

22.49K

Jun 30, 26

+22.49K

0.68%

Sovereign Financial Group, Inc.

22.46K

Jun 30, 26

+22.46K

0.68%

Sanchez Gaunt Capital Management, LLC

22.41K

Jun 30, 26

+22.41K

0.68%

Lantern Wealth Advisors, LLC

21.88K

Jun 30, 26

+21.88K

0.66%

Signal Advisors Wealth, LLC

21.87K

Jun 30, 26

+21.87K

0.66%

NWAM LLC

21.82K

Jun 30, 26

+21.82K

0.66%

MARIPAU WEALTH MANAGEMENT LLC

21.68K

Jun 30, 26

+21.68K

0.66%

FIFTH THIRD BANCORP

21.35K

Jun 30, 26

+21.35K

0.65%

J.W. COLE ADVISORS, INC.

21.34K

Jun 30, 26

+21.34K

0.65%

MKT Advisors LLC

21.25K

Jun 30, 26

+21.25K

0.64%

Asempa Wealth Advisors

21.02K

Jun 30, 26

+21.02K

0.64%

BOS Asset Management, LLC

20.95K

Jun 30, 26

+20.95K

0.64%

Family Wealth Group, LLC

20.91K

Jun 30, 26

+20.91K

0.63%

OpenArc Corporate Advisory, LLC

20.84K

Jun 30, 26

+20.84K

0.63%

SUTTON PLACE INVESTORS LLC

20.75K

Jun 30, 26

+20.75K

0.63%

Aspire Private Capital, LLC

18.43K

Jun 30, 26

+18.43K

0.56%

PFG Investments, LLC

18.37K

Jun 30, 26

+18.37K

0.56%

BigSur Wealth Management LLC

17.80K

Jun 30, 26

+17.80K

0.54%

Concorde Asset Management, LLC

17.71K

Jun 30, 26

+17.71K

0.54%

Founders Financial Alliance, LLC

17.62K

Jun 30, 26

+17.62K

0.53%

BLALOCK WILLIAMS, LLC

16.79K

Jun 30, 26

+16.79K

0.51%

BOYUM WEALTH ARCHITECTS LLC

16.74K

Jun 30, 26

+5.83K

0.51%

W ADVISORS, LLC

16.67K

Jun 30, 26

+16.67K

0.51%

DAVENPORT & Co LLC

16.48K

Jun 30, 26

+16.48K

0.50%

Arete Wealth Advisors, LLC

16.24K

Jun 30, 26

+16.24K

0.49%

Perigon Wealth Management, LLC

16.04K

Jun 30, 26

+16.04K

0.49%

FIRETHORN WEALTH PARTNERS, LLC

15.91K

Jun 30, 26

+15.91K

0.48%

EFG International AG

15.84K

Jun 30, 26

+15.84K

0.48%

Beacon Financial Advisory LLC

15.52K

Jun 30, 26

+15.52K

0.47%

WORLD EQUITY GROUP, INC.

15.36K

Jun 30, 26

+15.36K

0.47%

Sigma Planning Corp

15.29K

Jun 30, 26

+15.29K

0.46%

US BANCORP \DE\

15.11K

Jun 30, 26

+14.92K

0.46%

Oregon Pacific Wealth Management, LLC

15.05K

Jun 30, 26

+15.05K

0.46%

PRIVATE TRUST CO NA

14.75K

Jun 30, 26

+14.75K

0.45%

Brookwood Investment Group LLC

14.17K

Jun 30, 26

+14.17K

0.43%

Blue Capital, Inc.

14.13K

Jun 30, 26

+14.13K

0.43%

Avantra Family Wealth, Inc.

14.04K

Jun 30, 26

+14.04K

0.43%

M Holdings Securities, Inc.

13.79K

Jun 30, 26

+13.79K

0.42%

Key Capital Management, INC

13.42K

Jun 30, 26

+13.42K

0.41%

Castleview Partners, LLC

13.37K

Jun 30, 26

+13.37K

0.41%

Lloyd Advisory Services, LLC.

13.23K

Jun 30, 26

+13.23K

0.40%

ZENITH SOLUTIONS, INC.

12.76K

Jun 30, 26

+12.76K

0.39%

Hanlon Investment Management, Inc.

12.76K

Jun 30, 26

+12.76K

0.39%

Gilliland Jeter Wealth Management LLC

12.74K

Jun 30, 26

+12.74K

0.39%

LiftPoint Family Wealth Advisors LLC

12.74K

Jun 30, 26

+12.74K

0.39%

Cape Investment Advisory, Inc.

12.70K

Jun 30, 26

+12.70K

0.39%

Richmond Investment Services, LLC

12.57K

Jun 30, 26

+12.57K

0.38%

Empirical Asset Management, LLC

12.37K

Jun 30, 26

+12.37K

0.38%

Legacy Wealth Partners, LLC

12.28K

Jun 30, 26

+12.28K

0.37%

WEDBUSH SECURITIES INC

12.20K

Jun 30, 26

+12.20K

0.37%

IFG Advisory, LLC

11.76K

Jun 30, 26

+11.76K

0.36%

Fiscal Wisdom Wealth Management, LLC

11.61K

Jun 30, 26

+11.61K

0.35%

JT Stratford LLC

11.60K

Jun 30, 26

+11.60K

0.35%

Vantage Point Financial LLC

11.51K

Jun 30, 26

+11.51K

0.35%

Gladstone Institutional Advisory LLC

11.42K

Jun 30, 26

+11.42K

0.35%

Atomi Financial Group, Inc.

11.31K

Jun 30, 26

+11.31K

0.34%

Parkway Wealth Management Group, LLC

11.01K

Jun 30, 26

+11.01K

0.33%

BridgePort Financial Solutions, LLC

10.95K

Jun 30, 26

+10.95K

0.33%

Fulcrum Equity Management

10.67K

Jun 30, 26

+10.67K

0.32%

Pinnacle Family Advisors, LLC

10.21K

Jun 30, 26

+10.21K

0.31%

LOCKERMAN FINANCIAL GROUP, INC.

10.12K

Jun 30, 26

+10.12K

0.31%

McHugh Group, LLC

10.00K

Jun 30, 26

+10.00K

0.30%

IHT Wealth Management, LLC

9.81K

Jun 30, 26

+9.81K

0.30%

Main Street Financial Solutions, LLC

9.68K

Jun 30, 26

+9.68K

0.29%

Legacy Edge Advisors, LLC

9.65K

Jun 30, 26

+9.65K

0.29%

LongView Wealth Management

9.59K

Jun 30, 26

+9.59K

0.29%

MSH Capital Advisors LLC

9.53K

Jun 30, 26

+9.53K

0.29%

Hutchens & Kramer Investment Management Group, LLC

9.48K

Jun 30, 26

+9.48K

0.29%

Vantus Wealth LLC

9.02K

Jun 30, 26

+9.02K

0.27%

Marks Group Wealth Management, Inc

8.78K

Jun 30, 26

+8.78K

0.27%

Quartz Partners, LLC

8.72K

Jun 30, 26

+8.72K

0.26%

STRATEGY ASSET MANAGERS LLC

8.69K

Jun 30, 26

+8.69K

0.26%

Stirlingshire Investments, Inc.

8.61K

Jun 30, 26

+8.61K

0.26%

WJ Wealth Management, LLC

8.53K

Jun 30, 26

+8.53K

0.26%

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

8.49K

Jun 30, 26

+8.49K

0.26%

EverSource Wealth Advisors, LLC

8.45K

Jun 30, 26

+8.45K

0.26%

CALIBER WEALTH MANAGEMENT, LLC / KS

8.04K

Jun 30, 26

+8.04K

0.24%

XTX Topco Ltd

7.98K

Jun 30, 26

+7.98K

0.24%

Kestra Investment Management, LLC

7.89K

Jun 30, 26

+7.89K

0.24%

Moors & Cabot, Inc.

7.86K

Jun 30, 26

+7.86K

0.24%

GWN SECURITIES INC.

7.81K

Jun 30, 26

+7.81K

0.24%

Kilter Group LLC

7.76K

Jun 30, 26

+7.76K

0.24%

Keystone Wealth Services, LLC

7.74K

Jun 30, 26

+7.74K

0.23%

Raleigh Capital Management Inc.

7.74K

Jun 30, 26

+7.74K

0.23%

Midwest Financial Network, LLC

7.41K

Jun 30, 26

+7.41K

0.22%

Semus Wealth Partners LLC

7.37K

Jun 30, 26

+7.37K

0.22%

KINGSWOOD WEALTH ADVISORS, LLC

7.31K

Jun 30, 26

+7.31K

0.22%

RCS Financial Planning, LLC

7.20K

Jun 30, 26

+7.20K

0.22%

OMNI 360 Wealth, Inc.

7.16K

Jun 30, 26

+7.16K

0.22%

Continuum Advisory, LLC

7.09K

Jun 30, 26

+7.09K

0.22%

UBS Group AG

7.00K

Jun 30, 26

+7.00K

0.21%

Kingdom Financial Group LLC.

6.67K

Jun 30, 26

+6.67K

0.20%

Regatta Research & Money Management

5.24K

Jun 30, 26

+5.24K

0.16%

Imprint Wealth LLC

5.02K

Jun 30, 26

+5.02K

0.15%

Capital Advisor Network LLC

3.70K

Jun 30, 26

+3.70K

0.11%

New Republic Capital, LLC

3.47K

Jun 30, 26

+3.47K

0.11%

FIDUCIARY FINANCIAL ADVISORS

2.82K

Jun 30, 26

+2.82K

0.09%

LifeSteps Financial, Inc.

2.19K

Jun 30, 26

+2.19K

0.07%

Signature Equity Partners, LLC

1.78K

Jun 30, 26

+1.78K

0.05%

Elevated Capital Advisors, LLC

1.58K

Jun 30, 26

+1.58K

0.05%

Vision Retirement, LLC

1.51K

Jun 30, 26

+1.51K

0.05%

Quest 10 Wealth Builders, Inc.

1.35K

Jun 30, 26

+1.35K

0.04%

GILPIN WEALTH MANAGEMENT, LLC

1.24K

Jun 30, 26

+1.24K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.07K

Jun 30, 26

+1.07K

0.03%

Allworth Financial LP

1.00K

Jun 30, 26

+1.00K

0.03%

Principia Wealth Advisory, LLC

820

Jun 30, 26

+820

0.02%

HUNTINGTON NATIONAL BANK

747

Jun 30, 26

+747

0.02%

Montgomery Financial Services LLC

597

Jun 30, 26

+597

0.02%

Archer Investment Corp

506

Jun 30, 26

+506

0.02%

Rockefeller Capital Management L.P.

505

Jun 30, 26

+505

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

472

Jun 30, 26

+472

0.01%

HARBOR INVESTMENT ADVISORY, LLC

452

Jun 30, 26

+452

0.01%

Networth Advisors, LLC

445

Jun 30, 26

+445

0.01%

Aptus Capital Advisors, LLC

394

Jun 30, 26

+394

0.01%

JPL Wealth Management, LLC

389

Jun 30, 26

+389

0.01%

Park Place Capital Corp

327

Jun 30, 26

+327

0.01%

PITTENGER & ANDERSON INC

210

Jun 30, 26

+210

0.01%

WELLS FARGO & COMPANY/MN

183

Jun 30, 26

+183

0.01%

Silver Grove Financial Group, Inc.

173

Jun 30, 26

+173

0.01%

NBC SECURITIES, INC.

150

Jun 30, 26

+150

0.00%

JONES FINANCIAL COMPANIES LLLP

105

Jun 30, 26

+105

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

+70

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

+51

0.00%

Tidemark, LLC

Jun 30, 26

+41

0.00%

Lionsbridge Wealth Management LLC

Jun 30, 26

-8.63K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-150