IAU(IAU)
IAU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | -- | Jun 30, 26 | -2.51K | -- |
| Empowered Funds, LLC | -- | Jun 30, 26 | -19.26K | -- |
| GoalVest Advisory LLC | -- | Jun 30, 26 | -250 | -- |
| 1ST SOURCE BANK | -- | Jun 30, 26 | -2.34K | -- |
| KLCM Advisors, Inc. | -- | Jun 30, 26 | -2.29K | -- |
| GRIMES & COMPANY, INC. | -- | Jun 30, 26 | -2.73K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -296 | -- |
| LOM Asset Management Ltd | -- | Jun 30, 26 | -31.50K | -- |
| Sanchez Wealth Management Group | -- | Jun 30, 26 | -2.46K | -- |
| Global Assets Advisory, LLC | -- | Jun 30, 26 | -2.09K | -- |
| Foundation Wealth Management, LLC\PA | -- | Jun 30, 26 | -2.81K | -- |
| Longview Financial Advisors, Inc. | -- | Jun 30, 26 | -333 | -- |
| SITTNER & NELSON, LLC | -- | Jun 30, 26 | -816 | -- |
| BASSO CAPITAL MANAGEMENT, L.P. | -- | Jun 30, 26 | -647 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -41 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -951 | -- |
| PERSONAL CFO SOLUTIONS, LLC | -- | Jun 30, 26 | -7.00K | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -42 | -- |
| Rakuten Investment Management, Inc. | -- | Jun 30, 26 | -145.15K | -- |
| Turtle Creek Wealth Advisors, LLC | -- | Jun 30, 26 | -3.30K | -- |
| Advisor Resource Council | -- | Jun 30, 26 | -10.98K | -- |
| Tyche Wealth Partners LLC | -- | Jun 30, 26 | -2.80K | -- |
| Ergawealth Advisors, Inc. | -- | Jun 30, 26 | -2.52K | -- |
| Cercano Management LLC | -- | Jun 30, 26 | -254.30K | -- |
| Berkeley Capital Partners, LLC | -- | Jun 30, 26 | -8.27K | -- |
| Ridgeline Wealth Planning, LLC | -- | Jun 30, 26 | -21.93K | -- |
| Blue Capital, Inc. | -- | Jun 30, 26 | -3.51K | -- |
| AAFMAA Wealth Management & Trust LLC | -- | Jun 30, 26 | -3.46K | -- |
| 4WEALTH ADVISORS, INC. | -- | Jun 30, 26 | -3.80K | -- |
| ZACKS INVESTMENT MANAGEMENT | -- | Jun 30, 26 | -3.98K | -- |
| Bayshore Capital Advisors, LLC | -- | Jun 30, 26 | -28.37K | -- |
| CENTRAL VALLEY ADVISORS, LLC | -- | Jun 30, 26 | -2.85K | -- |
| Nearwater Capital Markets, Ltd | -- | Jun 30, 26 | -43.40K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -402 | -- |
| Cornerstone Wealth Group, LLC | -- | Jun 30, 26 | -2.31K | -- |
| Octavia Wealth Advisors, LLC | -- | Jun 30, 26 | -3.55K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -205.92K | -- |
| OAK HARBOR WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -6.43K | -- |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | -- | Jun 30, 26 | -2.50K | -- |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | -- | Jun 30, 26 | -2.55K | -- |
| BRAVE ASSET MANAGEMENT INC | -- | Jun 30, 26 | -172.05K | -- |
| M Holdings Securities, Inc. | -- | Jun 30, 26 | -49.02K | -- |
| Greenhouse Wealth Management, LLC | -- | Jun 30, 26 | -25.55K | -- |
| TOTH FINANCIAL ADVISORY CORP | -- | Jun 30, 26 | -124 | -- |
| Intrua Financial, LLC | -- | Jun 30, 26 | -9.71K | -- |
| Great Diamond Partners, LLC | -- | Jun 30, 26 | -5.74K | -- |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -28.46K | -- |
| Trilogy Capital Inc. | -- | Jun 30, 26 | -2.59K | -- |
| Beacon Harbor Wealth Advisors, Inc. | -- | Jun 30, 26 | -165.16K | -- |
| Pinnacle Family Advisors, LLC | -- | Jun 30, 26 | -3.04K | -- |
| FCA CORP /TX | -- | Jun 30, 26 | -2.67K | -- |
| Financial Futures Ltd Liability Co. | -- | Jun 30, 26 | -5.91K | -- |
| FNY Investment Advisers, LLC | -- | Jun 30, 26 | -2.30K | -- |
| Davies Financial Advisors, Inc. | -- | Jun 30, 26 | -7.80K | -- |
| DONALDSON CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -2.29K | -- |
| Capital Advantage, Inc. | -- | Jun 30, 26 | -2.99K | -- |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -800 | -- |
| Evernest Financial Advisors, LLC | -- | Jun 30, 26 | -2.53K | -- |
| Lee-Kelleher Wealth Management | -- | Jun 30, 26 | -2.57K | -- |
| High Probability Advisors, LLC | -- | Jun 30, 26 | -2.71K | -- |
| Kooman & Associates | -- | Jun 30, 26 | -2.55K | -- |
| OXFORD FINANCIAL GROUP LTD | -- | Jun 30, 26 | -2.47K | -- |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -2.82K | -- |
| Hibernia Wealth Partners, LLC | -- | Jun 30, 26 | -2.64K | -- |
| Concorde Asset Management, LLC | -- | Jun 30, 26 | -3.48K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -22.86K | -- |
| Toroso Investments, LLC | -- | Jun 30, 26 | -6.36K | -- |
| BEACON FINANCIAL PLANNING, INC | -- | Jun 30, 26 | -2.40K | -- |
| West Family Investments, Inc. | -- | Jun 30, 26 | -384.34K | -- |
| Stirlingshire Investments, Inc. | -- | Jun 30, 26 | -2.46K | -- |
| Chesapeake Wealth Management | -- | Jun 30, 26 | -2.44K | -- |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -2.52K | -- |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -15.49K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -523 | -- |
| DENVER WEALTH MANAGEMENT, INC. | -- | Jun 30, 26 | -6.10K | -- |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | -- | Jun 30, 26 | -1.32K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -343 | -- |
| Radnor Capital Management, LLC | -- | Jun 30, 26 | -2.27K | -- |
| Belvedere Trading LLC | -- | Jun 30, 26 | -4.56K | -- |
| MUIRFIELD WEALTH ADVISORS LLC | -- | Jun 30, 26 | -12.55K | -- |
| Fortitude Family Office, LLC | -- | Jun 30, 26 | -6.31K | -- |
| Moment Partners, LLC | -- | Jun 30, 26 | -8.22K | -- |
| Farmers & Merchants Trust Co of Long Beach | -- | Jun 30, 26 | -6.05K | -- |
| Hippocratic Financial Advisors, LLC | -- | Jun 30, 26 | -2.49K | -- |
| Reliant Investment Partners, LLC | -- | Jun 30, 26 | -2.39K | -- |
| CROSSPOINT FINANCIAL, LLC | -- | Jun 30, 26 | -2.65K | -- |
| Balboa Wealth Partners | -- | Jun 30, 26 | -3.65K | -- |
| WJ Wealth Management, LLC | -- | Jun 30, 26 | -2.77K | -- |
| Fundamentum, LLC | -- | Jun 30, 26 | -2.56K | -- |
| FAS Wealth Partners, Inc. | -- | Jun 30, 26 | -2.35K | -- |
| Magnolia Wealth Management, LLC | -- | Jun 30, 26 | -718 | -- |
| SANDERS MORRIS HARRIS LLC | -- | Jun 30, 26 | -5.50K | -- |
| Union Bancaire Privee, UBP SA | -- | Jun 30, 26 | -3.38K | -- |
| XTX Topco Ltd | -- | Jun 30, 26 | -7.72K | -- |
| ALLSTATE CORP | -- | Jun 30, 26 | -48.25K | -- |
| Parallax Volatility Advisers, L.P. | -- | Jun 30, 26 | -2.55K | -- |
| Calamos Advisors LLC | -- | Jun 30, 26 | -6.59K | -- |
| Cassia Capital Partners, LLC | -- | Jun 30, 26 | -2.47K | -- |
| RiverFront Investment Group, LLC | -- | Jun 30, 26 | -2.37K | -- |
| SWAN Capital LLC | -- | Jun 30, 26 | -56 | -- |
| MorganRosel Wealth Management, LLC | -- | Jun 30, 26 | -2.63K | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -7 | -- |
| One Degree Advisors Inc | -- | Jun 30, 26 | -2.31K | -- |
| Foundation Wealth Management, LLC | -- | Jun 30, 26 | -3.25K | -- |
| Fonville Wealth Management LLC | -- | Jun 30, 26 | -2.27K | -- |
| Richmond Investment Services, LLC | -- | Jun 30, 26 | -2.54K | -- |
| Cynosure Group, LLC | -- | Jun 30, 26 | -7.81K | -- |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | -- | Jun 30, 26 | -2.28K | -- |
| SG Americas Securities, LLC | -- | Jun 30, 26 | -2.94K | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -1.07K | -- |
| Wall Street Financial Group, Inc. | -- | Jun 30, 26 | -267 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -633 | -- |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | -- | Jun 30, 26 | -3.78K | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -49 | -- |
| FIRST TRUST ADVISORS LP | -- | Jun 30, 26 | -22.48K | -- |
| Tudor Financial Inc. | -- | Jun 30, 26 | -24.34K | -- |
| Oak Harvest Investment Services | -- | Jun 30, 26 | -2.56K | -- |
| Johnson Financial Group, Inc. | -- | Jun 30, 26 | -6 | -- |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | -- | Jun 30, 26 | -2.57K | -- |
| Penobscot Investment Management Company, Inc. | -- | Jun 30, 26 | -2.29K | -- |
| PATRICK M SWEENEY & ASSOCIATES, INC | -- | Jun 30, 26 | -2.37K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -2.51K | -- |
| Willis Johnson & Associates, Inc. | -- | Jun 30, 26 | -3.14K | -- |
| KFG WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -2.83K | -- |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -4.03K | -- |
| Centennial Wealth Advisory LLC | -- | Jun 30, 26 | -2.39K | -- |
| BAKER BOYER NATIONAL BANK | -- | Jun 30, 26 | -5.89K | -- |
| Laidlaw Wealth Management LLC | -- | Jun 30, 26 | -2.41K | -- |
| Net Worth Advisory Group | -- | Jun 30, 26 | -7.46K | -- |
| NOESIS CAPITAL MANGEMENT CORP | -- | Jun 30, 26 | -2.47K | -- |
| Stokes Family Office, LLC | -- | Jun 30, 26 | -2.82K | -- |
| BOS Asset Management, LLC | -- | Jun 30, 26 | -3.01K | -- |
| Quadrant Private Wealth Management, LLC | -- | Jun 30, 26 | -6.34K | -- |
| North Capital, Inc. | -- | Jun 30, 26 | -2.68K | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -1.61K | -- |
| Beacon Capital Management, LLC | -- | Jun 30, 26 | -4.62K | -- |
| Journey Beyond Wealth, LLC | -- | Jun 30, 26 | -2.52K | -- |
| GM Advisory Group, Inc. | 1.57M | Mar 31, 26 | +42.38K | 0.20% |
| CWM, LLC | 766.37K | Mar 31, 26 | -1.19M | 0.10% |
| SkyView Investment Advisors, LLC | 464.27K | Mar 31, 26 | +2.82K | 0.06% |
| Beacon Pointe Advisors, LLC | 455.47K | Mar 31, 26 | +147.75K | 0.06% |
| LIFE LINE WEALTH MANAGEMENT LLC | 432.53K | Mar 31, 26 | -401.88K | 0.05% |
| Kingsview Wealth Management, LLC | 343.32K | Mar 31, 26 | -103.71K | 0.04% |
| Sunbelt Securities, Inc. | 253.67K | Mar 31, 26 | -8.50K | 0.03% |
| Mill Creek Capital Advisors, LLC | 240.92K | Mar 31, 26 | +37.63K | 0.03% |
| TruWealth Advisors, LLC | 240.88K | Mar 31, 26 | +4.47K | 0.03% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 159.40K | Mar 31, 26 | -268.61K | 0.02% |
| Harvest Fund Management Co., Ltd | 149.27K | Mar 31, 26 | +25.64K | 0.02% |
| Vivaldi Capital Management LP | 115.19K | Mar 31, 26 | -5.02K | 0.01% |
| Rehmann Capital Advisory Group | 106.25K | Mar 31, 26 | -10.33K | 0.01% |
| Evelyn Partners Asset Management Ltd | 75.98K | Mar 31, 26 | -5.41K | 0.01% |
| U.S. Capital Wealth Advisors, LLC | 56.82K | Mar 31, 26 | -45.98K | 0.01% |
| Bank of Jackson Hole Trust | 47.42K | Mar 31, 26 | -4.06K | 0.01% |
| Parkside Financial Bank & Trust | 46.33K | Mar 31, 26 | +14.59K | 0.01% |
| CAPITAL & PLANNING, LLC | 27.92K | Mar 31, 26 | +27.92K | 0.00% |
| January Capital Advisors LLC | 24.64K | Mar 31, 26 | +24.64K | 0.00% |
| Skopos Labs, Inc. | 17.02K | Mar 31, 26 | +2.55K | 0.00% |
| Marmo Financial Group, LLC | 14.34K | Mar 31, 26 | -- | 0.00% |
| True Vision MN LLC | 14.04K | Mar 31, 26 | -22.80K | 0.00% |
| DGS Capital Management, LLC | 10.07K | Mar 31, 26 | +2.82K | 0.00% |
| TCFG WEALTH MANAGEMENT, LLC | 9.00K | Mar 31, 26 | -101 | 0.00% |
| Financial Gravity Asset Management, Inc. | 9.00K | Mar 31, 26 | +9.00K | 0.00% |
| Capital Planning Advisors, LLC | 8.46K | Mar 31, 26 | -- | 0.00% |
| FARMERS TRUST CO | 7.84K | Mar 31, 26 | -439 | 0.00% |
| Copia Wealth Management | 6.88K | Mar 31, 26 | +435 | 0.00% |
| Jaffetilchin Investment Partners, LLC | 6.09K | Mar 31, 26 | +90 | 0.00% |
| Twin Lakes Capital Management, LLC | 5.97K | Mar 31, 26 | -320 | 0.00% |
| Signature Wealth Management Group | 5.88K | Mar 31, 26 | -864 | 0.00% |
| JANUS HENDERSON GROUP PLC | 4.37K | Mar 31, 26 | +1.45K | 0.00% |
| Talon Private Wealth, LLC | 4.20K | Mar 31, 26 | +4.20K | 0.00% |
| CENTAURUS FINANCIAL, INC. | 3.57K | Mar 31, 26 | +1.44K | 0.00% |
| Jackson Wealth Management, LLC | 3.48K | Mar 31, 26 | +757 | 0.00% |
| EXENCIAL WEALTH ADVISORS, LLC | 3.15K | Mar 31, 26 | +3.15K | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 2.52K | Mar 31, 26 | -29 | 0.00% |
| Leo Wealth, LLC | 2.30K | Mar 31, 26 | +2.30K | 0.00% |
| Horizons Wealth Management | 1.76K | Mar 31, 26 | -159 | 0.00% |
| Nalls Sherbakoff Group, LLC | 1.70K | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 1.23K | Mar 31, 26 | +79 | 0.00% |
| Orion Capital Management LLC | 1.05K | Mar 31, 26 | -- | 0.00% |
| Mizuho Securities Co. Ltd. | 830 | Mar 31, 26 | +830 | 0.00% |
| Anfield Capital Management, LLC | 181 | Mar 31, 26 | +181 | 0.00% |
| JDM Financial Group LLC | 55 | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 10 | Mar 31, 26 | -- | 0.00% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | -- | Mar 31, 26 | -2.33K | -- |
| ASHFORD CAPITAL MANAGEMENT INC | -- | Mar 31, 26 | -2.85K | -- |
| Packer & Co Ltd | -- | Mar 31, 26 | -1.83M | -- |
| Charter Oak Capital Management, LLC | -- | Mar 31, 26 | -2.58K | -- |
| JOURNEY STRATEGIC WEALTH LLC | -- | Mar 31, 26 | -2.82K | -- |
| CIBC Private Wealth Group, LLC | 2.74M | Dec 31, 25 | +84.54K | 0.35% |
| COMERICA BANK | 518.04K | Dec 31, 25 | +187.18K | 0.07% |
| Quent Long Short Global Small Cap Fund, LP | 415.37K | Dec 31, 25 | +415.37K | 0.05% |
| Yeomans Consulting Group, Inc. | 331.44K | Dec 31, 25 | -32.72K | 0.04% |
| FineMark National Bank & Trust | 123.57K | Dec 31, 25 | -4.26K | 0.02% |
| High Falls Advisors, Inc | 122.90K | Dec 31, 25 | -2.07K | 0.02% |
| Principia Wealth Advisory, LLC | 54.67K | Dec 31, 25 | +6.53K | 0.01% |
| Edge Financial Advisors LLC | 19.50K | Dec 31, 25 | -98 | 0.00% |
| PURE PORTFOLIOS HOLDINGS LLC | 10.79K | Dec 31, 25 | +719 | 0.00% |
| New Millennium Group LLC | 10.50K | Dec 31, 25 | +642 | 0.00% |
| ORG Partners LLC | 9.01K | Dec 31, 25 | +243 | 0.00% |
| Austin Private Wealth, LLC | 8.06K | Dec 31, 25 | -696 | 0.00% |
| MERITAGE PORTFOLIO MANAGEMENT | 7.76K | Dec 31, 25 | -- | 0.00% |
| Heritage Financial Services, LLC | 6.15K | Dec 31, 25 | -4.92K | 0.00% |
| Alpha Cubed Investments, LLC | 5.04K | Dec 31, 25 | -- | 0.00% |
| NDVR, Inc. | 4.41K | Dec 31, 25 | -- | 0.00% |
| Dentgroup LLC | 3.51K | Dec 31, 25 | -396 | 0.00% |
| Northwest Capital Management Inc | 2.92K | Dec 31, 25 | -6.23K | 0.00% |
| NICOLET ADVISORY SERVICES, LLC | 2.60K | Dec 31, 25 | +2.60K | 0.00% |
| Stephens Consulting, LLC | 760 | Dec 31, 25 | -- | 0.00% |
| Motiv8 Investments LLC | 362 | Dec 31, 25 | +362 | 0.00% |
| Litman Gregory Wealth Management LLC | 287 | Dec 31, 25 | +287 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 155 | Dec 31, 25 | +155 | 0.00% |
| Ransom Advisory, Ltd | 99 | Dec 31, 25 | +99 | 0.00% |
| GPS Wealth Strategies Group, LLC | 6 | Dec 31, 25 | -1.60K | 0.00% |
| PERRITT CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -30 | -- |
| Lowe Wealth Advisors, LLC | 165.17K | Sep 30, 25 | -2.31K | 0.02% |
| EFG Asset Management (Americas) Corp. | 154.91K | Sep 30, 25 | -1.27K | 0.02% |
| WOLVERINE TRADING, LLC | 77.70K | Sep 30, 25 | +63.15K | 0.01% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 69.64K | Sep 30, 25 | -- | 0.01% |
| Promus Capital, LLC | 69.21K | Sep 30, 25 | -- | 0.01% |
| D. SCOTT NEAL, INC. | 67.12K | Sep 30, 25 | -6.23K | 0.01% |
| SYNOVUS FINANCIAL CORP | 57.25K | Sep 30, 25 | +842 | 0.01% |
| Copperleaf Capital, LLC | 47.87K | Sep 30, 25 | +37.53K | 0.01% |
| Glenmede Investment Management, LP | 38.20K | Sep 30, 25 | +2.65K | 0.00% |
| Certus Wealth Management, LLC | 33.87K | Sep 30, 25 | +12.78K | 0.00% |
| Bristlecone Advisors, LLC | 25.98K | Sep 30, 25 | +1.38K | 0.00% |
| COUNTRY CLUB BANK /GFN | 22.98K | Sep 30, 25 | +1.22K | 0.00% |
| PBMares Wealth Management LLC | 22.63K | Sep 30, 25 | -441 | 0.00% |
| MAS Advisors LLC | 21.29K | Sep 30, 25 | -600 | 0.00% |
| PINNACLE FINANCIAL PARTNERS INC | 19.55K | Sep 30, 25 | -5.88K | 0.00% |
| Financial Advocates Investment Management | 13.08K | Sep 30, 25 | -17.25K | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 11.21K | Sep 30, 25 | +355 | 0.00% |
| FULLCIRCLE WEALTH LLC | 8.87K | Sep 30, 25 | +4.03K | 0.00% |
| Kathleen S. Wright Associates Inc. | 6.65K | Sep 30, 25 | -- | 0.00% |
| Sonora Investment Management Group, LLC | 6.53K | Sep 30, 25 | -3.17K | 0.00% |
| Obsidian Personal Planning Solutions LLC | 3.38K | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 1.79K | Sep 30, 25 | +1.79K | 0.00% |
| TEXAS CAPITAL BANCSHARES INC/TX | 1.22K | Sep 30, 25 | +1.22K | 0.00% |
| Accredited Wealth Management, LLC | 615 | Sep 30, 25 | -16.92K | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 450 | Sep 30, 25 | -- | 0.00% |
| Abich Financial Wealth Management LLC | 345 | Sep 30, 25 | +345 | 0.00% |
| GRIES FINANCIAL LLC | -- | Sep 30, 25 | -7.30K | -- |
| EWG Elevate Inc. | -- | Sep 30, 25 | -40.62K | -- |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -28.08K | -- |
| PITCAIRN CO | -- | Sep 30, 25 | -5.50K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 341.61K | Jun 30, 25 | +24.89K | 0.04% |
| Atria Wealth Solutions, Inc. | 199.58K | Jun 30, 25 | -263.45K | 0.03% |
| Blue Investment Partners LLC | 86.11K | Jun 30, 25 | +2.42K | 0.01% |
| First Horizon Advisors, Inc. | 73.48K | Jun 30, 25 | -8.13K | 0.01% |
| Summit X, LLC | 58.10K | Jun 30, 25 | -5.52K | 0.01% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 53.20K | Jun 30, 25 | -29 | 0.01% |
| J. W. Coons Advisors, LLC | 23.69K | Jun 30, 25 | -- | 0.00% |
| DOHJ, LLC | 20.18K | Jun 30, 25 | -784 | 0.00% |
| My Legacy Advisors, LLC | 10.06K | Jun 30, 25 | -3.30K | 0.00% |
| Northeast Financial Consultants Inc | 7.89K | Jun 30, 25 | -- | 0.00% |
| Congress Wealth Management LLC / DE / | 6.58K | Jun 30, 25 | -26.29K | 0.00% |
| Copperwynd Financial, LLC | 6.26K | Jun 30, 25 | +6.26K | 0.00% |
| Tyler-Stone Wealth Management | 5.24K | Jun 30, 25 | -- | 0.00% |
| Good Life Advisors, LLC | 4.14K | Jun 30, 25 | -- | 0.00% |
| Smith Anglin Financial, LLC | 3.94K | Jun 30, 25 | -- | 0.00% |
| Elios Financial Group Inc. | 3.52K | Jun 30, 25 | +3.52K | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2.68K | Jun 30, 25 | +2.68K | 0.00% |
| Parkworth Wealth Management, Inc. | 2.19K | Jun 30, 25 | -- | 0.00% |
| Centricity Wealth Management, LLC | 1.12K | Jun 30, 25 | -- | 0.00% |
| Iron Horse Wealth Management, LLC | 169 | Jun 30, 25 | -- | 0.00% |
| Legacy Investment Solutions, LLC | 20 | Jun 30, 25 | +20 | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -3 | -- |
| Transform Wealth, LLC | 302.68K | Mar 31, 25 | +4.39K | 0.04% |
| Aveo Capital Partners, LLC | 227.97K | Mar 31, 25 | -11.29K | 0.03% |
| Spectrum Wealth Counsel, LLC | 209.79K | Mar 31, 25 | +186.44K | 0.03% |
| Orion Portfolio Solutions, LLC | 154.10K | Mar 31, 25 | +29.18K | 0.02% |
| Horan Capital Advisors, LLC. | 15.09K | Mar 31, 25 | -- | 0.00% |
| Sheaff Brock Investment Advisors, LLC | 11.60K | Mar 31, 25 | +6.35K | 0.00% |
| Lane & Associates LLC | 9.65K | Mar 31, 25 | +2.96K | 0.00% |
| Callan Capital, LLC | 9.20K | Mar 31, 25 | -- | 0.00% |
| Marcum Wealth, LLC | 7.25K | Mar 31, 25 | -- | 0.00% |
| Schechter Investment Advisors, LLC | 7.11K | Mar 31, 25 | -- | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 6.00K | Mar 31, 25 | -- | 0.00% |
| Delta Financial Group, Inc. | 4.83K | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | 3.83K | Mar 31, 25 | +188 | 0.00% |
| EPIQ Capital Group, LLC | 530.56K | Dec 31, 24 | +29.21K | 0.07% |
| Executive Wealth Management, LLC | 163.44K | Dec 31, 24 | -113.44K | 0.02% |
| Kades & Cheifetz LLC | 127.62K | Dec 31, 24 | +518 | 0.02% |
| Wills Financial Group, Inc. | 114.46K | Dec 31, 24 | +85 | 0.01% |
| BOSTON FINANCIAL MANGEMENT LLC | 94.54K | Dec 31, 24 | -200 | 0.01% |
| WMS Partners, LLC | 94.35K | Dec 31, 24 | -30 | 0.01% |
| Southern Style Financial, Inc. | 88.14K | Dec 31, 24 | +88.14K | 0.01% |
| Riggs Capital Management LLC | 84.88K | Dec 31, 24 | +84.88K | 0.01% |
| TrinityPoint Wealth, LLC | 76.36K | Dec 31, 24 | +38.56K | 0.01% |
| Signify Wealth | 69.18K | Dec 31, 24 | +4.50K | 0.01% |
| Carlson Capital Management | 57.33K | Dec 31, 24 | +100 | 0.01% |
| SignalPoint Asset Management, LLC | 36.51K | Dec 31, 24 | -2.42K | 0.00% |
| TAP Consulting, LLC | 22.64K | Dec 31, 24 | +1.32K | 0.00% |
| LAKE STREET ADVISORS GROUP, LLC | 21.27K | Dec 31, 24 | -2.22K | 0.00% |
| Private Portfolio Partners LLC | 18.82K | Dec 31, 24 | -51 | 0.00% |
| Bison Wealth, LLC | 16.78K | Dec 31, 24 | +7.38K | 0.00% |
| Kiely Wealth Advisory Group, Inc. | 7.78K | Dec 31, 24 | -- | 0.00% |
| Merriman Wealth Management, LLC | 5.54K | Dec 31, 24 | +538 | 0.00% |
| Anchor Pointe Wealth Management, LLC | 5.51K | Dec 31, 24 | +5.51K | 0.00% |
| WR Wealth Planners, LLC | 2.90K | Dec 31, 24 | -435 | 0.00% |
| Sugarloaf Wealth Management, LLC | 2.65K | Dec 31, 24 | +149 | 0.00% |
| Zions Bancorporation, N.A. | 695 | Dec 31, 24 | -- | 0.00% |
| WINTRUST INVESTMENTS LLC | 599 | Dec 31, 24 | +599 | 0.00% |
| Cassady Schiller Wealth Management, LLC | 343 | Dec 31, 24 | -- | 0.00% |
| Bray Capital Advisors | 125 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -680 | -- |
| RAYMOND JAMES & ASSOCIATES | 4.34M | Sep 30, 24 | +450.00K | 0.55% |
| Raymond James Financial Services Advisors, Inc. | 1.13M | Sep 30, 24 | +48.74K | 0.14% |
| New Potomac Partners, LLC | 224.15K | Sep 30, 24 | -2.79K | 0.03% |
| Gateway Advisory, LLC | 181.88K | Sep 30, 24 | -8.79K | 0.02% |
| GYL FINANCIAL SYNERGIES, LLC | 149.22K | Sep 30, 24 | -1.91K | 0.02% |
| SINECERA CAPITAL, LLC | 124.76K | Sep 30, 24 | -2.85K | 0.02% |
| Axiom Advisory, LLC | 106.34K | Sep 30, 24 | -5.86K | 0.01% |
| FinTrust Capital Advisors, LLC | 69.06K | Sep 30, 24 | +1.46K | 0.01% |
| RAYMOND JAMES TRUST N.A. | 56.94K | Sep 30, 24 | -472 | 0.01% |
| Wealthgate Family Office, LLC | 23.10K | Sep 30, 24 | +10.79K | 0.00% |
| Divergent Wealth Advisors | 17.33K | Sep 30, 24 | +75 | 0.00% |
| Waypoint Capital Advisors, LLC | 8.91K | Sep 30, 24 | -- | 0.00% |
| Kingfisher Capital LLC | 5.53K | Sep 30, 24 | -- | 0.00% |
| GUARDIAN CAPITAL ADVISORS LP | 5.00K | Sep 30, 24 | -- | 0.00% |
| SpiderRock Advisors, LLC | 4.57K | Sep 30, 24 | -1.05K | 0.00% |
| Carmichael Hill & Associates, Inc. | 2.53K | Sep 30, 24 | +1.39K | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 2.00K | Sep 30, 24 | -- | 0.00% |
| BBJS FINANCIAL ADVISORS, LLC | 200 | Sep 30, 24 | -- | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | Sep 30, 24 | +7 | 0.00% |
| Pillar Wealth Advisors, LLC | -- | Sep 30, 24 | -4.66K | -- |
| BlackRock Inc. | 3.91M | Jun 30, 24 | +421.48K | 0.50% |
| TMD Wealth Management, LLC | 556.50K | Jun 30, 24 | +279.81K | 0.07% |
| Custom Portfolio Group LLC | 135.46K | Jun 30, 24 | -3.79K | 0.02% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 45.98K | Jun 30, 24 | -7.70K | 0.01% |
| Relative Value Partners Group, LLC | 21.53K | Jun 30, 24 | -61.41K | 0.00% |
| EMFO, LLC | 15.30K | Jun 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 6.93K | Jun 30, 24 | -3.05K | 0.00% |
| ICA Group Wealth Management, LLC | 2.28K | Jun 30, 24 | -9.74K | 0.00% |
| Private Ocean, LLC | 700 | Jun 30, 24 | -- | 0.00% |
| Rain Capital Management, LLC | 25 | Jun 30, 24 | -- | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 22 | Jun 30, 24 | -- | 0.00% |
| Charles Schwab Investment Advisory, Inc. | 20.37M | Mar 31, 24 | -72.81K | 2.58% |
| Cetera Advisor Networks LLC | 457.14K | Mar 31, 24 | -26.74K | 0.06% |
| Cetera Advisors LLC | 174.90K | Mar 31, 24 | +44.83K | 0.02% |
| Ziegler Capital Management, LLC | 96.69K | Mar 31, 24 | -- | 0.01% |
| CAMBRIDGE TRUST CO | 65.01K | Mar 31, 24 | -23.15K | 0.01% |
| InterOcean Capital Group, LLC | 37.60K | Mar 31, 24 | -497 | 0.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13.96K | Mar 31, 24 | -519 | 0.00% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 12.84K | Mar 31, 24 | +208 | 0.00% |
| Benedetti & Gucer, Inc. | 8.72K | Mar 31, 24 | -2.83K | 0.00% |
| CREDIT SUISSE AG/ | 6.89K | Mar 31, 24 | -14.26K | 0.00% |
| SUMMIT FINANCIAL GROUP, INC. | 6.54K | Mar 31, 24 | +6.54K | 0.00% |
| Retirement Group, LLC | 2.13K | Mar 31, 24 | +88 | 0.00% |
| Highlander Capital Management, LLC | 385 | Mar 31, 24 | -- | 0.00% |
| NORWOOD FINANCIAL CORP | 338 | Mar 31, 24 | -- | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -42.57K | -- |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -8.12K | -- |
| Kiwi Wealth Investments Limited Partnership | 539.66K | Dec 31, 23 | -- | 0.07% |
| Pariax, LLC | 188.93K | Dec 31, 23 | +21.57K | 0.02% |
| DFPG INVESTMENTS, LLC | 111.40K | Dec 31, 23 | -1.06K | 0.01% |
| WADE G W & INC | 48.68K | Dec 31, 23 | +6.78K | 0.01% |
| WEALTHSOURCE PARTNERS, LLC | 39.86K | Dec 31, 23 | -1.20K | 0.01% |
| Simplicity Solutions, LLC | 38.90K | Dec 31, 23 | +3.31K | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 26.79K | Dec 31, 23 | +26.79K | 0.00% |
| ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 25.41K | Dec 31, 23 | -2.35K | 0.00% |
| Glovista Investments LLC | 21.20K | Dec 31, 23 | -5.53K | 0.00% |
| Baystate Wealth Management LLC | 5.59K | Dec 31, 23 | -- | 0.00% |
| Bartlett & Co. LLC | 1.47K | Dec 31, 23 | -- | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 811 | Dec 31, 23 | -- | 0.00% |
| SevenOneSeven Capital Management | -- | Dec 31, 23 | -41.91K | -- |
| StrategIQ Financial Group, LLC | -- | Dec 31, 23 | -139.83K | -- |
| TIEDEMANN ADVISORS, LLC | 1.29M | Sep 30, 23 | -35.12K | 0.16% |
| KB FINANCIAL PARTNERS, LLC | 475.78K | Sep 30, 23 | -1.12K | 0.06% |
| PATHSTONE FAMILY OFFICE, LLC | 126.74K | Sep 30, 23 | +28.58K | 0.02% |
| COMERICA SECURITIES,INC. | 86.46K | Sep 30, 23 | -26.83K | 0.01% |
| COLONY GROUP LLC | 49.73K | Sep 30, 23 | -1.13K | 0.01% |
| Truadvice, LLC | 42.82K | Sep 30, 23 | +1.41K | 0.01% |
| Column Capital Advisors, LLC | 4.04K | Sep 30, 23 | -- | 0.00% |
| Antonetti Capital Management LLC | 400 | Sep 30, 23 | -- | 0.00% |
| FOSTER DYKEMA CABOT & CO INC/MA | 103 | Sep 30, 23 | -- | 0.00% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -11.29K | -- |
| First Command Financial Services, Inc. | 1.36M | Jun 30, 23 | +142.37K | 0.17% |
| First Command Bank | 1.36M | Jun 30, 23 | +142.37K | 0.17% |
| PICTET ASSET MANAGEMENT SA | 1.32M | Jun 30, 23 | -24.36K | 0.17% |
| AJ WEALTH STRATEGIES, LLC | 867.95K | Jun 30, 23 | +867.95K | 0.11% |
| TIAA, FSB | 860.54K | Jun 30, 23 | +4.18K | 0.11% |
| Vigilant Capital Management, LLC | 846.59K | Jun 30, 23 | +17.47K | 0.11% |
| Intercontinental Wealth Advisors, LLC | 49.25K | Jun 30, 23 | -310 | 0.01% |
| Veritable, L.P. | 25.55K | Jun 30, 23 | -1.01K | 0.00% |
| Vident Investment Advisory, LLC | 16.02K | Jun 30, 23 | -1.37K | 0.00% |
| BDO Wealth Advisors, LLC | 15.62K | Jun 30, 23 | +815 | 0.00% |
| BerganKDV Wealth Management, LLC | 11.39K | Jun 30, 23 | -682 | 0.00% |
| NEIRG Wealth Management, LLC | 10.95K | Jun 30, 23 | -- | 0.00% |
| Financial Architects, Inc | 9.12K | Jun 30, 23 | +9.12K | 0.00% |
| EFG CAPITAL INTERNATIONAL CORP. | 7.68K | Jun 30, 23 | +7.68K | 0.00% |
| Silicon Hills Wealth Management, LLC | 6.77K | Jun 30, 23 | -- | 0.00% |
| LEO BROKERAGE, LLC | 6.29K | Jun 30, 23 | -80 | 0.00% |
| Lumature Wealth Partners, LLC | 5.82K | Jun 30, 23 | -- | 0.00% |
| First Capital Advisors Group, LLC. | 5.08K | Jun 30, 23 | +5.08K | 0.00% |
| Endurance Wealth Management, Inc. | 2.80K | Jun 30, 23 | -- | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -2.77K | -- |
| Cardinal Point Wealth Management Partners, LLC | 445.78K | Mar 31, 23 | +30.09K | 0.06% |
| TPB WEALTH ADVISORS | 267.97K | Mar 31, 23 | +115.80K | 0.03% |
| Ahrens Investment Partners LLC | 64.80K | Mar 31, 23 | +1.80K | 0.01% |
| True Capital Management | 56.63K | Mar 31, 23 | -- | 0.01% |
| Avalon Investment & Advisory | 28.29K | Mar 31, 23 | -- | 0.00% |
| Baldrige Asset Management LLC | 26.39K | Mar 31, 23 | -394 | 0.00% |
| Clear Perspectives Financial Planning, LLC | -- | Mar 31, 23 | -40 | -- |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -7.13K | -- |
| Personal Capital Advisors Corp | 13.62M | Dec 31, 22 | -473.65K | 1.73% |
| GAMBLE JONES INVESTMENT COUNSEL | 533.10K | Dec 31, 22 | -15.71K | 0.07% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 225.91K | Dec 31, 22 | -13.59K | 0.03% |
| RESOLUTE FINANCIAL, LLC | 55.57K | Dec 31, 22 | +4.57K | 0.01% |
| Pendal Group Ltd | 22.43K | Dec 31, 22 | -13.78K | 0.00% |
| Laurel Wealth Advisors, Inc. | 17.18K | Dec 31, 22 | -- | 0.00% |
| S.C. Financial Services, Inc. | 15.01K | Dec 31, 22 | -2.69K | 0.00% |
| St. James Investment Advisors, LLC | 14.75K | Dec 31, 22 | +9.05K | 0.00% |
| TITLEIST ASSET MANAGEMENT, LTD. | 9.22K | Dec 31, 22 | -- | 0.00% |
| Newman & Schimel, LLC | 8.62K | Dec 31, 22 | +1.18K | 0.00% |
| Red Cedar Capital, LLC | 4.62K | Dec 31, 22 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 4.38K | Dec 31, 22 | -186 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.53K | Dec 31, 22 | -- | 0.00% |
| Cribstone Capital Management, LLC | 334 | Dec 31, 22 | -- | 0.00% |
| Capital Directions Investment Advisors, LLC | 5 | Dec 31, 22 | +5 | 0.00% |
| BANK OF THE WEST | -- | Dec 31, 22 | -85.40K | -- |
| MUFG Americas Holdings Corp | 764.17K | Sep 30, 22 | -39.34K | 0.10% |
| Highland Private Wealth Management | 698.47K | Sep 30, 22 | +17.91K | 0.09% |
| Goldstein Munger & Associates | 534.64K | Sep 30, 22 | -101.45K | 0.07% |
| Covington Capital Management | 511.38K | Sep 30, 22 | -118.87K | 0.06% |
| Kore Private Wealth LLC | 503.71K | Sep 30, 22 | -188.96K | 0.06% |
| American Portfolios Advisors | 345.20K | Sep 30, 22 | -55.50K | 0.04% |
| American Research & Management Co. | 334.43K | Sep 30, 22 | -2.72K | 0.04% |
| Spearhead Capital Advisors, LLC | 162.65K | Sep 30, 22 | -11.85K | 0.02% |
| FURE FINANCIAL CORP | 65.57K | Sep 30, 22 | +65.57K | 0.01% |
| RGT Wealth Advisors, LLC | 58.44K | Sep 30, 22 | +1.44K | 0.01% |
| H. L. Ormond & Company, LLC | 13.00K | Sep 30, 22 | -7.96K | 0.00% |
| INVERNESS COUNSEL LLC /NY/ | 12.59K | Sep 30, 22 | -- | 0.00% |
| Bell Rock Capital LLC | 11.50K | Sep 30, 22 | +11.50K | 0.00% |
| DOWLING & YAHNKE LLC | 7.58K | Sep 30, 22 | -1.36K | 0.00% |
| Brightworth | 6.90K | Sep 30, 22 | -- | 0.00% |
| ROOSEVELT INVESTMENT GROUP LLC | 6.41K | Sep 30, 22 | +2 | 0.00% |
| Surevest, LLC | 2.33K | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -400 | -- |
| Strategic Asset Management, LLC | -- | Sep 30, 22 | -40 | -- |
| Maryland Capital Management | -- | Sep 30, 22 | -6.69K | -- |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | -- | Sep 30, 22 | -12.64K | -- |
| Farmer Steven Patrick | 495.24K | Jun 30, 22 | +495.24K | 0.06% |
| Lake Point Wealth Management | 343.73K | Jun 30, 22 | -25.72K | 0.04% |
| STRATEGIC CAPITAL ADVISERS, INC. | 169.21K | Jun 30, 22 | +24.98K | 0.02% |
| Altium Wealth Management LLC | 8.26K | Jun 30, 22 | -- | 0.00% |
| NTB Financial Corp | 7.25K | Jun 30, 22 | -730 | 0.00% |
| B. Riley Wealth Management, Inc. | 6.66K | Jun 30, 22 | +6.66K | 0.00% |
| Enterprise Trust & Investment Co | 457 | Jun 30, 22 | +457 | 0.00% |
| Corbenic Partners LLC | 184 | Jun 30, 22 | -- | 0.00% |
| Cordasco Financial Network | 162 | Jun 30, 22 | +162 | 0.00% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 145 | Jun 30, 22 | -- | 0.00% |
| HC FINANCIAL ADVISORS INC | -- | Jun 30, 22 | -892 | -- |
| Private Capital Group, LLC | -- | Jun 30, 22 | -1.80K | -- |
| People's United Financial, Inc. | 900.72K | Mar 31, 22 | -172.76K | 0.11% |
| IndexIQ Advisors LLC | 419.70K | Mar 31, 22 | -384.70K | 0.05% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 171.68K | Mar 31, 22 | +7.33K | 0.02% |
| Nauset Wealth Management. LLC | 154.79K | Mar 31, 22 | -3.98K | 0.02% |
| Permit Capital Advisors, LLC | 81.70K | Mar 31, 22 | +81.70K | 0.01% |
| Ferris Capital, LLC | 80.71K | Mar 31, 22 | -2.75K | 0.01% |
| PALLADIUM PARTNERS LLC | 37.58K | Mar 31, 22 | +248 | 0.00% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 14.29K | Mar 31, 22 | -12.02K | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 10.14K | Mar 31, 22 | -- | 0.00% |
| Lenox Wealth Advisors, LLC | 6.31K | Mar 31, 22 | -128 | 0.00% |
| Karn, Couzens & Associates, Inc. | 6.16K | Mar 31, 22 | -- | 0.00% |
| Barrett Asset Management, LLC | 5.62K | Mar 31, 22 | -- | 0.00% |
| Freedman Financial Associates, Inc. | 145 | Mar 31, 22 | +145 | 0.00% |
| KINGS POINT CAPITAL MANAGEMENT | -- | Mar 31, 22 | -3.06K | -- |
| Personal Wealth Partners | -- | Mar 31, 22 | -86.14K | -- |
| HawsGoodwin Investment Management LLC | 551.83K | Dec 31, 21 | +32.86K | 0.07% |
| NEXT Financial Group, Inc | 36.72K | Dec 31, 21 | +7.53K | 0.00% |
| Country Club Trust Company, n.a. | 26.03K | Dec 31, 21 | +498 | 0.00% |
| Clear Perspective Advisors, LLC | 14.69K | Dec 31, 21 | -250 | 0.00% |
| Altavista Wealth Management, Inc. | 8.30K | Dec 31, 21 | -- | 0.00% |
| Mosaic Family Wealth, LLC | 7.27K | Dec 31, 21 | -100 | 0.00% |
| Castle Financial & Retirement Planning Associates, Inc. | 6.47K | Dec 31, 21 | +6.47K | 0.00% |
| Carroll Financial Associates, Inc. | 6.37K | Dec 31, 21 | -300 | 0.00% |
| Crescent Capital Consulting, LLC | 125 | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 96 | Dec 31, 21 | +96 | 0.00% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 625.14K | Sep 30, 21 | +230.18K | 0.08% |
| Cardinal Point Wealth Management LLC | 316.90K | Sep 30, 21 | +6.30K | 0.04% |
| Alexandria Capital, LLC | 199.40K | Sep 30, 21 | -4.96K | 0.03% |
| HATTON CONSULTING, INC. | 159.68K | Sep 30, 21 | +4.48K | 0.02% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 107.88K | Sep 30, 21 | -2.39K | 0.01% |
| Cardan Capital Partners, LLC | 94.13K | Sep 30, 21 | +939 | 0.01% |
| Homrich & Berg | 32.67K | Sep 30, 21 | +570 | 0.00% |
| New England Investment & Retirement Group, Inc. | 9.69K | Sep 30, 21 | -169 | 0.00% |
| Landsberg, Bennett, & Dubbaneh LLC | 8.38K | Sep 30, 21 | -- | 0.00% |
| Rinet Co LLC | 7.10K | Sep 30, 21 | +103 | 0.00% |
| Sonora Investment Management, LLC | 2.83K | Sep 30, 21 | -- | 0.00% |
| BBVA USA | 1.58K | Sep 30, 21 | +1.58K | 0.00% |
| Berman Capital Advisors, LLC | 550 | Sep 30, 21 | -- | 0.00% |
| Ameritas Investment Company, LLC | -- | Sep 30, 21 | -21.92K | -- |
| Filbrandt Wealth Management, LLC | -- | Sep 30, 21 | -74 | -- |
| Hochman Cole Investment Advisors, Inc. | -- | Sep 30, 21 | -10.15K | -- |
| MACRO Consulting Group | 495.21K | Jun 30, 21 | -392.79K | 0.06% |
| Novak Financial Planning, LLC | 122.60K | Jun 30, 21 | -102.50K | 0.02% |
| PICTET ASSET MANAGEMENT LTD | 64.17K | Jun 30, 21 | +36.59K | 0.01% |
| Pinnacle Wealth Advisors | 36.38K | Jun 30, 21 | +36.38K | 0.00% |
| Strategic Wealth Management Group, LLC | 6.90K | Jun 30, 21 | -6.90K | 0.00% |
| Hoover Financial Advisors, Inc. | 1.40K | Jun 30, 21 | -2.00K | 0.00% |
| FormulaFolio Investments, LLC | 104 | Jun 30, 21 | -104 | 0.00% |
| NORTHSTAR INVESTMENT ADVISORS LLC | -- | Jun 30, 21 | -10.80K | -- |
| Sullivan, Bruyette, Speros & Blaney, LLC | 1.88M | Mar 31, 21 | +214.52K | 0.24% |
| TCF National Bank | 14.24K | Mar 31, 21 | -- | 0.00% |
| Pinnacle Advisory Group, Inc. | -- | Mar 31, 21 | -72.14K | -- |
| International Value Advisers, LLC | 756.56K | Dec 31, 20 | -2.37M | 0.10% |
| SVA Wealth Management, LLC | 68.06K | Dec 31, 20 | +68.06K | 0.01% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 13.67K | Dec 31, 20 | -- | 0.00% |
| Winslow, Evans & Crocker, Inc. | 3.20K | Dec 31, 20 | +3.20K | 0.00% |
| Reby Advisors, LLC | 62 | Dec 31, 20 | +62 | 0.00% |
| Stearns Financial Services Group | 2.83M | Sep 30, 20 | +128.60K | 0.36% |
| Wellesley Investment Partners, LLC | 594.65K | Sep 30, 20 | -187 | 0.08% |
| Cougar Global Investments Ltd | 515.28K | Sep 30, 20 | -122.66K | 0.07% |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 261.46K | Sep 30, 20 | +244.84K | 0.03% |
| First Allied Advisory Services, Inc. | 143.23K | Sep 30, 20 | -38.53K | 0.02% |
| Filament LLC | 128.15K | Sep 30, 20 | -1 | 0.02% |
| Cornerstone Advisors, Inc. | 88.94K | Sep 30, 20 | -5.18K | 0.01% |
| Wealthspire Advisors, L.P. | 24.92K | Sep 30, 20 | +3.16K | 0.00% |
| ETRADE Capital Management LLC | 16.25K | Sep 30, 20 | -874 | 0.00% |
| LifePlan Financial Group, Inc | 5.57K | Sep 30, 20 | +57 | 0.00% |
| Ruggie Capital Group | 4.42K | Sep 30, 20 | +4.42K | 0.00% |
| Lucia Wealth Services, LLC | -- | Sep 30, 20 | -1.26K | -- |
| Watson Rebecca | -- | Sep 30, 20 | -2.50K | -- |
| FIDUCIARY TRUST INTERNATIONAL LLC | 3.31M | Jun 30, 20 | +116.66K | 0.42% |
| BRINKER CAPITAL INC | 625.24K | Jun 30, 20 | +84.47K | 0.08% |
| IBERIABANK CORP | 428.70K | Jun 30, 20 | +44.31K | 0.05% |
| Lenox Wealth Management, Inc. | 30.87K | Jun 30, 20 | +13.52K | 0.00% |
| FRONTIER INVESTMENT MGMT CO | 15.35K | Jun 30, 20 | +1.26K | 0.00% |
| Argent Wealth Management LLC | 11.00K | Jun 30, 20 | +11.00K | 0.00% |
| Private Vista, LLC | 10.71K | Jun 30, 20 | +628 | 0.00% |
| Global Financial Private Capital, Inc | 6.34K | Jun 30, 20 | -172.82K | 0.00% |
| CA Family Wealth, LLC | 267.78K | Mar 31, 20 | +267.78K | 0.03% |
| Noven Financial Group, Inc. | 242.25K | Mar 31, 20 | +203 | 0.03% |
| BOYS ARNOLD & CO INC | 82.68K | Mar 31, 20 | -3.00K | 0.01% |
| Stratford Consulting, LLC | 55.70K | Mar 31, 20 | -- | 0.01% |
| Osborn Williams & Donohoe LLC | 39.73K | Mar 31, 20 | +1.50K | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 960.26K | Dec 31, 19 | -51.92K | 0.12% |
| Advisor Group, Inc. | 378.40K | Dec 31, 19 | +9.96K | 0.05% |
| Torch Wealth Management LLC | 226.93K | Dec 31, 19 | +600 | 0.03% |
| Jackson Financial Management | 89.79K | Dec 31, 19 | +89.79K | 0.01% |
| Beacon Pointe Wealth Advisors, LLC | 24.51K | Dec 31, 19 | -6.97K | 0.00% |
| Chapwood Capital Investment Management, LLC | 11.45K | Dec 31, 19 | +11.45K | 0.00% |
| SUNTRUST BANKS INC | 348.86K | Sep 30, 19 | +34.70K | 0.04% |
| BB&T SECURITIES, LLC | 69.85K | Sep 30, 19 | +18.84K | 0.01% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 41.63K | Sep 30, 19 | +3.06K | 0.01% |
| BOSTON ADVISORS LLC | 18.58K | Sep 30, 19 | +4.57K | 0.00% |
| Guidant Wealth Advisors | 17.05K | Sep 30, 19 | -- | 0.00% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -25.94K | -- |
| MRA Associates USA LLC | -- | Sep 30, 19 | -13.20K | -- |
| HARVEST CAPITAL MANAGEMENT INC | 78.37K | Jun 30, 19 | -- | 0.01% |
| KLS Professional Advisors Group, LLC | 50.00K | Jun 30, 19 | -- | 0.01% |
| CHEMICAL BANK | 13.53K | Jun 30, 19 | -10.90K | 0.00% |
| COBIZ WEALTH, LLC | -- | Jun 30, 19 | -12.01K | -- |
| Lattice Strategies LLC | 134.74K | Mar 31, 19 | -2.62K | 0.02% |
| Jump Trading, LLC | 74.10K | Mar 31, 19 | +74.10K | 0.01% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 53.62K | Mar 31, 19 | -10.32K | 0.01% |
| Sound View Wealth Advisors, LLC | 22.68K | Mar 31, 19 | -- | 0.00% |
| HL FINANCIAL SERVICES LLC | 15.08K | Mar 31, 19 | -696 | 0.00% |
| WealthTrust Fairport, LLC | 7.79K | Mar 31, 19 | +7.79K | 0.00% |
| NEXT Financial Holdings | 1.62K | Mar 31, 19 | +1.62K | 0.00% |
| LOEB PARTNERS CORP | -- | Mar 31, 19 | -294.00K | -- |
| Weatherstone Capital Management | -- | Mar 31, 19 | -14.29K | -- |
| Evanston Investments, Inc., dba Evanston Advisors | 1.42M | Dec 31, 18 | -29.28K | 0.18% |
| CEDAR HILL ASSOCIATES, LLC | 18.59K | Dec 31, 18 | -8.70K | 0.00% |
| COMERICA SECURITIES INC | 17.85K | Dec 31, 18 | -9.58K | 0.00% |
| Clarfeld Financial Advisors, LLC | 11.70K | Dec 31, 18 | +11.70K | 0.00% |
| WealthTrust-Arizona, LLC | 8.50K | Dec 31, 18 | -1.74K | 0.00% |
| Signature Financial Management, Inc. | -- | Dec 31, 18 | -214.81K | -- |
| Sandia Holdings, LLC | 1.67M | Sep 30, 18 | -- | 0.21% |
| Salient Private Client, LLC | 42.59K | Sep 30, 18 | -- | 0.01% |
| Lehman Financial Resources, Inc. | 10.90K | Sep 30, 18 | -- | 0.00% |
| Vantage Investment Advisors, LLC | 1.30K | Sep 30, 18 | -219 | 0.00% |
| Global X Management CO LLC | 53.49K | Jun 30, 18 | +53.49K | 0.01% |
| Windhaven Investment Management, Inc. | 14.28M | Mar 31, 18 | -211.66K | 1.81% |
| DENVER INVESTMENT ADVISORS LLC | 25.74K | Mar 31, 18 | -- | 0.00% |
| FNY Partners Fund LP | 25.45K | Mar 31, 18 | +25.45K | 0.00% |
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 656 | Mar 31, 18 | -- | 0.00% |
| ROCKEFELLER FINANCIAL SERVICES INC | 95.97K | Dec 31, 17 | +18.70K | 0.01% |
| SII INVESTMENTS INC/WI | 23.93K | Dec 31, 17 | -13.48K | 0.00% |
| IFC Holdings Incorporated/FL | 19.34K | Dec 31, 17 | -403 | 0.00% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -71.58K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -22.17K | -- |
| RONALD BLUE & CO LLC | 6.56M | Jun 30, 17 | -33.83K | 0.83% |
| Commonwealth Equity Services, Inc | 1.62M | Jun 30, 17 | +169.46K | 0.21% |
| Windsor Financial Group, LLC | 98.58K | Jun 30, 17 | +10.45K | 0.01% |
| Virtu KCG Holdings LLC | 79.30K | Jun 30, 17 | +56.61K | 0.01% |
| Geneva Advisors, LLC | 75.90K | Jun 30, 17 | +14.99K | 0.01% |
| WFG Advisors, LP | 23.70K | Jun 30, 17 | -- | 0.00% |
| 1st Global Advisors, Inc. | 12.30K | Jun 30, 17 | -- | 0.00% |
| ABERDEEN ASSET MANAGEMENT PLC/UK | -- | Jun 30, 17 | -1.60M | -- |
| TIAA CREF TRUST CO FSB/MO | 638.11K | Mar 31, 17 | -27.98K | 0.08% |
| Clarity Capital KCPS Ltd. | 153.73K | Mar 31, 17 | +153.73K | 0.02% |
| LBA Wealth Management, LLC | 4.00K | Mar 31, 17 | -- | 0.00% |
| CT Financial Advisors LLC | 1.15K | Mar 31, 17 | -- | 0.00% |
| BlackRock Group LTD | 37.09M | Dec 31, 16 | +22.20M | 4.70% |
| BLACKROCK ADVISORS LLC | 13.92M | Dec 31, 16 | +2.34K | 1.76% |
| BlackRock Investment Management, LLC | 1.45M | Dec 31, 16 | -75.07K | 0.18% |
| MSI Financial Services Inc | 504.90K | Dec 31, 16 | +204.13K | 0.06% |
| BlackRock Japan Co. Ltd | 391.24K | Dec 31, 16 | +37.87K | 0.05% |
| Aft, Forsyth & Sober, LLC | 3.85K | Dec 31, 16 | -38.65K | 0.00% |
| INTEGRATED WEALTH COUNSEL, LLC | 1.76K | Dec 31, 16 | -- | 0.00% |
| Stanford Investment Group, Inc. | 300 | Dec 31, 16 | -- | 0.00% |
| Braver Wealth Management, LLC | -- | Dec 31, 16 | -365.01K | -- |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -19.18K | -- |
| BlackRock Institutional Trust Company, N.A. | -- | Dec 31, 16 | -12.27M | -- |
| Gerstein Fisher | 1.94M | Sep 30, 16 | +65.67K | 0.25% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 173.80K | Sep 30, 16 | -9.50K | 0.02% |
| ADVISOR CONSULTANT NETWORK INC | 61.56K | Sep 30, 16 | +61.56K | 0.01% |
| Lombard Odier Transatlantic Ltd | 7.28K | Sep 30, 16 | -- | 0.00% |
| EDMOND DE ROTHSCHILD (MONACO) | 3.74K | Sep 30, 16 | +3.74K | 0.00% |
| Edmond de Rothschild (Europe) | -- | Sep 30, 16 | -1.50K | -- |
| Matterhorn Capital Management, LLC | -- | Sep 30, 16 | -14.06K | -- |
| VSR Financial Services, Inc. | 12.05K | Jun 30, 16 | +1.19K | 0.00% |
| EMERSON INVESTMENT MANAGEMENT, LLC | 513.25K | Mar 31, 16 | -1.44K | 0.07% |
| Gupta Wealth Management LLC | 319.18K | Mar 31, 16 | +25.31K | 0.04% |
| Carnick & Kubik, LLC | 500 | Mar 31, 16 | +500 | 0.00% |
| Hoxton Financial, Inc. | 190 | Mar 31, 16 | -- | 0.00% |
| BHF Kleinwort Benson Group S.A. | -- | Mar 31, 16 | -13.40K | -- |
| ATHERTON LANE ADVISERS, LLC | 47.16K | Dec 31, 15 | -9.66K | 0.01% |
| VALLEY FORGE ASSET MANAGEMENT, LLC | 24.38K | Dec 31, 15 | +446 | 0.00% |
| SIMMONS FIRST TRUST CO NA | 14.31K | Dec 31, 15 | +14.31K | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -53.41K | -- |
| Convergent Wealth Advisors | 156.30K | Sep 30, 15 | -40.03K | 0.02% |
| Constellation Wealth Advisors, LLC | 85.00K | Sep 30, 15 | -- | 0.01% |
| CITY NATIONAL BANK | 56.74K | Sep 30, 15 | +4.23K | 0.01% |
| MANAGED ACCOUNT ADVISORS LLC | 1.16M | Jun 30, 15 | +292.99K | 0.15% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 851.90K | Mar 31, 15 | +851.90K | 0.11% |
| First Allied Asset Management, Inc. | 231.26K | Mar 31, 15 | -264.41K | 0.03% |
| BAIRD ROBERT W & CO INC /WI/ | 200.52K | Mar 31, 15 | -19.40K | 0.03% |
| Mariner Wealth Advisors-NYC, LLC | 54.79K | Mar 31, 15 | +54.79K | 0.01% |
| BOSTON PRIVATE BANK & TRUST CO | 10.08K | Mar 31, 15 | -2.85K | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 2.05K | Mar 31, 15 | -- | 0.00% |
| Placemark Investments, Inc. | 135.35K | Dec 31, 14 | -19.73K | 0.02% |
| NEW ENGLAND SECURITIES CORP /MA/ | 5.54K | Dec 31, 14 | -3.91K | 0.00% |
| SHAPIRO ROBERT N | 300 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 4.23M | Sep 30, 14 | +617.28K | 0.54% |
| Grey Owl Capital Management, LLC | 584.38K | Sep 30, 14 | -14.53K | 0.07% |
| Braeside Investments, LLC | 373.30K | Sep 30, 14 | -891 | 0.05% |
| McAdams Wright Ragen, Inc. | 45.74K | Sep 30, 14 | -212.56K | 0.01% |
| 1919 Investment Counsel, LLC | 8.57K | Sep 30, 14 | +5.30K | 0.00% |
| WILMINGTON TRUST CO | 110.42K | Jun 30, 14 | +8.27K | 0.01% |
| Wilmington Trust, National Association | 42.85K | Jun 30, 14 | +20.77K | 0.01% |
| KMS FINANCIAL SERVICES, INC | 29.67K | Jun 30, 14 | -52.88K | 0.00% |
| Strategic Capital Group LLC | 11.58K | Jun 30, 14 | +11.58K | 0.00% |
| GlobalBridge, Inc. | 22.27K | Mar 31, 14 | +3.71K | 0.00% |
| Willow Street Advisors LLC | 156.70K | Dec 31, 13 | +36.60K | 0.02% |
| Jane Street Holding, LLC | 11.65K | Dec 31, 13 | -20.98K | 0.00% |
| STIFEL NICOLAUS & CO INC \MO\ | 687.60K | Sep 30, 13 | -36.49K | 0.09% |
| First Allied Securities, Inc. | 211.61K | Jun 30, 12 | +21.34K | 0.03% |
| NOLLENBERGER CAPITAL PARTNERS INC | 1.08K | Dec 31, 10 | -- | 0.00% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | -- | Jun 30, 10 | -10.09K | -- |
| RBC TRUSTEES (Jersey) LTD | 8.77K | Sep 30, 09 | -- | 0.00% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 638 | Sep 30, 09 | -5.11K | 0.00% |
| RBC Dominion Securities Inc. | 588 | Dec 31, 08 | -70.99K | 0.00% |
| PEOPLES BANCORP INC | 3.08K | Sep 30, 07 | +3.08K | 0.00% |
| GLENS FALLS NATIONAL BANK & TRUST CO /NY | 1.00K | Sep 30, 07 | +1.00K | 0.00% |