iShares iBonds Dec 2026 Term Corporate ETF(IBDR)

$24.25—Stale · unknown old

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iShares iBonds Dec 2026 Term Corporate ETF(IBDR)

NYSE • Last print unknown ago

$24.25—Stale · unknown old

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IBDR(IBDR)

IBDR

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Institutional Ownership

Top 570 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	9.83M	Jun 30, 26	+44.36K	6.78%
Lido Advisors, LLC	4.38M	Jun 30, 26	-290.13K	3.02%
MERCER GLOBAL ADVISORS INC /ADV	4.31M	Jun 30, 26	+40.58K	2.98%
HM PAYSON & CO	4.19M	Jun 30, 26	-4.19K	2.89%
LPL Financial LLC	3.88M	Jun 30, 26	-165.04K	2.68%
MORGAN STANLEY	3.58M	Jun 30, 26	-174.10K	2.47%
RAYMOND JAMES FINANCIAL INC	2.48M	Jun 30, 26	-181.73K	1.71%
COMMONWEALTH EQUITY SERVICES, LLC	1.65M	Jun 30, 26	-35.73K	1.14%
Gratus Wealth Advisors, LLC	1.53M	Jun 30, 26	+31.41K	1.05%
Kathmere Capital Management, LLC	1.50M	Jun 30, 26	+109.45K	1.04%
HOWLAND CAPITAL MANAGEMENT LLC	1.50M	Jun 30, 26	+167.98K	1.03%
Sound View Wealth Advisors Group, LLC	1.47M	Jun 30, 26	-508.77K	1.02%
CAPTRUST FINANCIAL ADVISORS	1.42M	Jun 30, 26	-128.25K	0.98%
ROYAL BANK OF CANADA	1.31M	Jun 30, 26	-151.24K	0.90%
HighTower Advisors, LLC	1.28M	Jun 30, 26	-38.63K	0.88%
Stratos Wealth Partners, LTD.	1.18M	Jun 30, 26	+62.23K	0.81%
RVW Wealth, LLC	1.17M	Jun 30, 26	+24.55K	0.80%
Kestra Advisory Services, LLC	1.16M	Jun 30, 26	+129.83K	0.80%
SIGMA INVESTMENT COUNSELORS INC	1.15M	Jun 30, 26	-10.34K	0.79%
NewEdge Advisors, LLC	1.14M	Jun 30, 26	+22.44K	0.78%
Colony Group, LLC	1.09M	Jun 30, 26	-138.13K	0.75%
COWA, LLC	1.09M	Jun 30, 26	+74.52K	0.75%
AMERIPRISE FINANCIAL INC	1.07M	Jun 30, 26	-378.76K	0.74%
Mariner, LLC	1.01M	Jun 30, 26	-4.40K	0.70%
IFS Advisors, LLC	973.96K	Jun 30, 26	+6.16K	0.67%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	935.87K	Jun 30, 26	-82.21K	0.65%
Mesirow Financial Investment Management, Inc.	872.27K	Jun 30, 26	-10.59K	0.60%
TRUIST FINANCIAL CORP	862.30K	Jun 30, 26	-4.43K	0.59%
BENJAMIN EDWARDS INC	838.93K	Jun 30, 26	+29.34K	0.58%
WELLS FARGO & COMPANY/MN	837.01K	Jun 30, 26	-186.94K	0.58%
MV CAPITAL MANAGEMENT, INC.	756.07K	Jun 30, 26	+4.65K	0.52%
Glenview Trust Co	729.08K	Jun 30, 26	+18.13K	0.50%
US BANCORP \DE\	714.41K	Jun 30, 26	-38.87K	0.49%
REBALANCE, LLC	711.98K	Jun 30, 26	-48.41K	0.49%
Venture Visionary Partners LLC	662.33K	Jun 30, 26	-201.68K	0.46%
SPINNAKER TRUST	661.84K	Jun 30, 26	+87.32K	0.46%
Capital Investment Advisors, LLC	660.32K	Jun 30, 26	+41.94K	0.46%
Sanctuary Advisors, LLC	652.97K	Jun 30, 26	-4.02K	0.45%
EP Wealth Advisors, LLC	591.53K	Jun 30, 26	+123.91K	0.41%
Beacon Pointe Advisors, LLC	574.36K	Jun 30, 26	-12.90K	0.40%
Northstar Group, Inc.	550.12K	Jun 30, 26	+13.79K	0.38%
Strid Group, LLC	538.85K	Jun 30, 26	-67.05K	0.37%
CENTRAL TRUST Co	525.94K	Jun 30, 26	-18.11K	0.36%
NovaPoint Capital, LLC	523.66K	Jun 30, 26	-111.22K	0.36%
Integrated Wealth Concepts LLC	508.24K	Jun 30, 26	+211.42K	0.35%
IFP Advisors, Inc	495.13K	Jun 30, 26	+13.90K	0.34%
Baltimore-Washington Financial Advisors, Inc.	480.37K	Jun 30, 26	-2.48K	0.33%
Cetera Investment Advisers	471.19K	Jun 30, 26	+116.93K	0.33%
Wick Capital Partners, LLC	457.12K	Jun 30, 26	-26.15K	0.32%
MCF Advisors LLC	452.69K	Jun 30, 26	+222.15K	0.31%
Allworth Financial LP	448.67K	Jun 30, 26	+25.75K	0.31%
Global Retirement Partners, LLC	443.16K	Jun 30, 26	+443.16K	0.31%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	441.51K	Jun 30, 26	+69.03K	0.30%
THRIVENT FINANCIAL FOR LUTHERANS	431.94K	Jun 30, 26	+8.66K	0.30%
ENVESTNET ASSET MANAGEMENT INC	421.60K	Jun 30, 26	+74.94K	0.29%
ARCADIA INVESTMENT ADVISORS LLC	409.48K	Jun 30, 26	+14.16K	0.28%
Janney Montgomery Scott LLC	399.32K	Jun 30, 26	+172.03K	0.28%
Balentine LLC	397.24K	Jun 30, 26	-16.70K	0.27%
Miracle Mile Advisors, LLC	392.39K	Jun 30, 26	+7.24K	0.27%
STIFEL FINANCIAL CORP	392.07K	Jun 30, 26	+8.35K	0.27%
JANE STREET GROUP, LLC	391.32K	Jun 30, 26	+220.12K	0.27%
Atria Investments, Inc	377.65K	Jun 30, 26	+39.37K	0.26%
FIRST NATIONAL TRUST CO	368.21K	Jun 30, 26	-53.74K	0.25%
SAX WEALTH ADVISORS, LLC	367.67K	Jun 30, 26	+6.38K	0.25%
LEAVELL INVESTMENT MANAGEMENT, INC.	351.39K	Jun 30, 26	-32.95K	0.24%
ADVISOR GROUP HOLDINGS, INC.	350.59K	Jun 30, 26	+49.32K	0.24%
LYELL WEALTH MANAGEMENT, LP	350.40K	Jun 30, 26	-115.88K	0.24%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	341.34K	Jun 30, 26	+31.56K	0.24%
CITADEL ADVISORS LLC	334.08K	Jun 30, 26	+90.83K	0.23%
Kesler, Norman & Wride, LLC	325.98K	Jun 30, 26	-12.63K	0.22%
Madden Advisory Services, Inc.	325.41K	Jun 30, 26	-4.74K	0.22%
Merit Financial Group, LLC	323.68K	Jun 30, 26	+17.45K	0.22%
Parallel Advisors, LLC	320.10K	Jun 30, 26	+50.74K	0.22%
InvesTrust	317.33K	Jun 30, 26	-6.79K	0.22%
Peloton Wealth Strategists	296.14K	Jun 30, 26	-3.00K	0.20%
Resources Investment Advisors, LLC.	289.39K	Jun 30, 26	-28.20K	0.20%
Cornerstone Planning, LLC	288.42K	Jun 30, 26	+1.25K	0.20%
FULTON BREAKEFIELD BROENNIMAN LLC	254.47K	Jun 30, 26	+5.83K	0.18%
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	249.89K	Jun 30, 26	+50.27K	0.17%
Resonant Capital Advisors, LLC	247.13K	Jun 30, 26	-9.98K	0.17%
Creative Planning	242.65K	Jun 30, 26	+33.13K	0.17%
Valmark Advisers, Inc.	238.79K	Jun 30, 26	+52.03K	0.16%
JPMORGAN CHASE & CO	237.32K	Jun 30, 26	+40.71K	0.16%
Laurel Wealth Advisors LLC	236.03K	Jun 30, 26	-4.58K	0.16%
JONES FINANCIAL COMPANIES LLLP	233.84K	Jun 30, 26	+36.18K	0.16%
Snowden Capital Advisors LLC	232.44K	Jun 30, 26	-11.43K	0.16%
Delta Wealth Advisors LLC	229.15K	Jun 30, 26	+9.78K	0.16%
Aviance Capital Partners, LLC	229.07K	Jun 30, 26	+19.96K	0.16%
4Thought Financial Group Inc.	227.21K	Jun 30, 26	+42.63K	0.16%
Prospera Financial Services Inc	225.80K	Jun 30, 26	+35.48K	0.16%
LBMC INVESTMENT ADVISORS, LLC	222.32K	Jun 30, 26	+10.90K	0.15%
Houlihan Financial Resource Group, Ltd.	222.12K	Jun 30, 26	-2.53K	0.15%
REGIONS FINANCIAL CORP	220.98K	Jun 30, 26	-28.19K	0.15%
HAMEL ASSOCIATES, INC.	215.25K	Jun 30, 26	-27.71K	0.15%
Guidance Point Advisors, LLC	213.36K	Jun 30, 26	+6.93K	0.15%
Crews Bank & Trust	211.91K	Jun 30, 26	-13.80K	0.15%
Heartland Bank & Trust Co	211.68K	Jun 30, 26	+11.57K	0.15%
Sowell Financial Services LLC	209.38K	Jun 30, 26	-2.44K	0.14%
Praetorian Wealth Management, Inc.	209.28K	Jun 30, 26	-11.11K	0.14%
Winthrop Partners - WNY, LLC	205.07K	Jun 30, 26	-14.33K	0.14%
10Elms LLP	203.96K	Jun 30, 26	+96.96K	0.14%
ARROW FINANCIAL CORP	200.77K	Jun 30, 26	-224.78K	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	197.06K	Jun 30, 26	-7.46K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	188.57K	Jun 30, 26	-108.77K	0.13%
Quantum Financial Advisors, LLC	185.63K	Jun 30, 26	-42.48K	0.13%
HANCOCK WHITNEY CORP	181.70K	Jun 30, 26	-4.92K	0.13%
Ironwood Financial, llc	178.26K	Jun 30, 26	-147.67K	0.12%
MONECO Advisors, LLC	173.41K	Jun 30, 26	-1.43K	0.12%
Cambridge Investment Research Advisors, Inc.	172.18K	Jun 30, 26	-50.71K	0.12%
Private Advisor Group, LLC	172.00K	Jun 30, 26	-81.39K	0.12%
McGlone Suttner Wealth Management, Inc.	166.76K	Jun 30, 26	-1.82K	0.12%
New England Private Wealth Advisors LLC	164.60K	Jun 30, 26	-1.98K	0.11%
Integrated Advisors Network LLC	157.41K	Jun 30, 26	-5.60K	0.11%
Evergreen Private Wealth LLC	155.97K	Jun 30, 26	+7.31K	0.11%
Equitable Holdings, Inc.	155.84K	Jun 30, 26	+1.15K	0.11%
Foundation Wealth Management, LLC	151.52K	Jun 30, 26	-1.21K	0.10%
SYON CAPITAL LLC	150.76K	Jun 30, 26	+89.57K	0.10%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	150.22K	Jun 30, 26	+2.24K	0.10%
IRON Financial LLC	149.31K	Jun 30, 26	-4.50K	0.10%
PRECEDENT WEALTH PARTNERS, LLC	147.91K	Jun 30, 26	+5.17K	0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC	144.69K	Jun 30, 26	-21.57K	0.10%
DEUTSCHE BANK AG\	141.30K	Jun 30, 26	-5.56K	0.10%
Scissortail Wealth Management, LLC	139.69K	Jun 30, 26	+3.73K	0.10%
SONATA CAPITAL GROUP INC	138.85K	Jun 30, 26	-7.25K	0.10%
Stonebrook Private Inc.	138.26K	Jun 30, 26	+2.30K	0.10%
PHILLIPS FINANCIAL MANAGEMENT, LLC	136.27K	Jun 30, 26	-1.04K	0.09%
Rubicon Advisors, GP	132.57K	Jun 30, 26	+8.34K	0.09%
FORVIS Wealth Advisors, LLC	130.34K	Jun 30, 26	+284	0.09%
FIRST MANHATTAN CO. LLC.	124.00K	Jun 30, 26	+2.59K	0.09%
Covington Investment Advisors Inc.	121.57K	Jun 30, 26	+18.22K	0.08%
TFR Capital, LLC.	121.50K	Jun 30, 26	-2.86K	0.08%
MOSAIC FAMILY WEALTH PARTNERS, LLC	120.09K	Jun 30, 26	+27.59K	0.08%
High Note Wealth, LLC	117.81K	Jun 30, 26	+56.32K	0.08%
Penobscot Investment Management Company, Inc.	113.57K	Jun 30, 26	+5.95K	0.08%
ASSOCIATED BANC-CORP	112.02K	Jun 30, 26	-375	0.08%
SMITH, MOORE & CO.	111.43K	Jun 30, 26	-6.28K	0.08%
Atlantic Union Bankshares Corp	109.71K	Jun 30, 26	-106.31K	0.08%
Round Rock Advisors, LLC	109.21K	Jun 30, 26	-783	0.08%
RIVERCHASE WEALTH MANAGEMENT, LLC	108.55K	Jun 30, 26	+3.43K	0.07%
BRIGHTON SECURITIES CORP.	108.41K	Jun 30, 26	+4.10K	0.07%
Centennial Advisors, LLC	104.91K	Jun 30, 26	+10.33K	0.07%
HARBOR INVESTMENT ADVISORY, LLC	104.65K	Jun 30, 26	+2.85K	0.07%
Beaumont Asset Management, L.L.C.	104.54K	Jun 30, 26	-371.47K	0.07%
Keeler THomas Management LLC	103.95K	Jun 30, 26	-7.11K	0.07%
PNC FINANCIAL SERVICES GROUP, INC.	102.05K	Jun 30, 26	+278	0.07%
MML INVESTORS SERVICES, LLC	101.87K	Jun 30, 26	+20.42K	0.07%
Modern Wealth Management, LLC	101.53K	Jun 30, 26	-156.32K	0.07%
TFO-TDC, LLC	100.60K	Jun 30, 26	+997	0.07%
Crestmont Private Wealth LLC	100.36K	Jun 30, 26	+11.65K	0.07%
Evergreen Wealth Solutions, LLC	99.47K	Jun 30, 26	+1.03K	0.07%
Fortis Capital Management LLC	97.02K	Jun 30, 26	+15.46K	0.07%
COLDSTREAM CAPITAL MANAGEMENT INC	91.05K	Jun 30, 26	-950	0.06%
Rossmore Private Capital	90.52K	Jun 30, 26	-5.59K	0.06%
Godshalk Welsh Capital Management, Inc.	90.13K	Jun 30, 26	+100	0.06%
Sequoia Financial Advisors, LLC	88.21K	Jun 30, 26	--	0.06%
Breachway Investments LLC	88.21K	Jun 30, 26	-45.40K	0.06%
Klaas Financial Asset Advisors, LLC	85.70K	Jun 30, 26	+1.10K	0.06%
Commonwealth Financial Services, LLC	83.39K	Jun 30, 26	-1.68K	0.06%
Chesley Taft & Associates LLC	80.63K	Jun 30, 26	-26.00K	0.06%
Montecito Bank & Trust	79.91K	Jun 30, 26	+1.93K	0.06%
OLD MISSION CAPITAL LLC	79.27K	Jun 30, 26	+79.27K	0.05%
IFG Advisory, LLC	79.01K	Jun 30, 26	+79.01K	0.05%
Endowment Wealth Management, Inc.	78.51K	Jun 30, 26	+1.55K	0.05%
Livet Wealth, LLC	77.99K	Jun 30, 26	-1.60K	0.05%
DAVENPORT & Co LLC	77.34K	Jun 30, 26	+24.67K	0.05%
First Fiduciary Investment Counsel, Inc.	76.34K	Jun 30, 26	-1.33K	0.05%
CARY STREET PARTNERS FINANCIAL LLC	73.60K	Jun 30, 26	-8.66K	0.05%
WRAPMANAGER INC	73.00K	Jun 30, 26	-7.83K	0.05%
Sightline Wealth Advisors, LLC	72.44K	Jun 30, 26	-30.79K	0.05%
HALLMARK CAPITAL MANAGEMENT INC	72.12K	Jun 30, 26	-4.67K	0.05%
Probity Advisors, Inc.	70.37K	Jun 30, 26	-55.21K	0.05%
Conrad Siegel Investment Advisors, Inc.	70.29K	Jun 30, 26	+199	0.05%
Cornell Pochily Investment Advisors, Inc.	68.76K	Jun 30, 26	-93.13K	0.05%
Foundry Financial Group, Inc.	68.72K	Jun 30, 26	-2.19K	0.05%
MidFirst Bank	68.67K	Jun 30, 26	-2.48K	0.05%
Cove Private Wealth, LLC	68.50K	Jun 30, 26	+12.69K	0.05%
HARBOR ADVISORY CORP /MA/	67.89K	Jun 30, 26	--	0.05%
JAMES INVESTMENT RESEARCH INC	66.86K	Jun 30, 26	-3.17K	0.05%
Arcataur Capital Management LLC	66.34K	Jun 30, 26	-210	0.05%
Hills Bank & Trust Co	64.54K	Jun 30, 26	-53	0.04%
FIDUCIARY FINANCIAL ADVISORS	63.50K	Jun 30, 26	+63.50K	0.04%
Cartesian Growth Corp	63.40K	Jun 30, 26	--	0.04%
Collaborative Fund Advisors, LLC	62.58K	Jun 30, 26	+62.58K	0.04%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	60.72K	Jun 30, 26	-5.71K	0.04%
COLTON GROOME FINANCIAL ADVISORS, LLC	60.47K	Jun 30, 26	+60.47K	0.04%
Farmers National Bank	57.90K	Jun 30, 26	+363	0.04%
GOULD ASSET MANAGEMENT LLC /CA/	57.62K	Jun 30, 26	+975	0.04%
J.W. COLE ADVISORS, INC.	56.77K	Jun 30, 26	-16.81K	0.04%
Reliant Wealth Planning	55.01K	Jun 30, 26	+314	0.04%
Bank of New York Mellon Corp	54.48K	Jun 30, 26	+2.09K	0.04%
Archford Capital Strategies, LLC	54.41K	Jun 30, 26	-2.87K	0.04%
Cerity Partners LLC	54.03K	Jun 30, 26	-20.76K	0.04%
Accretive Wealth Partners, LLC	53.41K	Jun 30, 26	-2.32K	0.04%
Mayflower Financial Advisors, LLC	53.24K	Jun 30, 26	+83	0.04%
DUDLEY CAPITAL MANAGEMENT, LLC	52.86K	Jun 30, 26	-1.14K	0.04%
Element Wealth, LLC	52.83K	Jun 30, 26	+34	0.04%
Northwest Bancshares, Inc.	52.74K	Jun 30, 26	-6.48K	0.04%
BEACON FINANCIAL GROUP	51.92K	Jun 30, 26	-22.82K	0.04%
Hurley Capital, LLC	51.67K	Jun 30, 26	+424	0.04%
Great Diamond Partners, LLC	51.37K	Jun 30, 26	-125.62K	0.04%
Seneca House Advisors	51.02K	Jun 30, 26	+16.83K	0.04%
Johnson Bixby & Associates, LLC	50.93K	Jun 30, 26	+139	0.04%
WESBANCO BANK INC	48.95K	Jun 30, 26	--	0.03%
Sigma Planning Corp	48.90K	Jun 30, 26	+2.39K	0.03%
Beaumont Financial Advisors, LLC	48.41K	Jun 30, 26	-1.27K	0.03%
GTS SECURITIES LLC	48.10K	Jun 30, 26	+48.10K	0.03%
Windsor Capital Management, LLC	46.55K	Jun 30, 26	-349.74K	0.03%
PSI Advisors, LLC	45.80K	Jun 30, 26	-800	0.03%
Steward Partners Investment Advisory, LLC	44.80K	Jun 30, 26	+5.91K	0.03%
THOROUGHBRED FINANCIAL SERVICES, LLC	43.51K	Jun 30, 26	+2.81K	0.03%
Timber Creek Capital Management LLC	42.66K	Jun 30, 26	+2.79K	0.03%
Kastel Capital Advisors, LLC	41.70K	Jun 30, 26	+19.24K	0.03%
Black Swift Group, LLC	41.09K	Jun 30, 26	-21.11K	0.03%
Cannon Financial Strategists, Inc.	40.78K	Jun 30, 26	+242	0.03%
Summit Wealth Group, LLC	40.08K	Jun 30, 26	+11.28K	0.03%
Straight Path Wealth Management	39.91K	Jun 30, 26	+5.48K	0.03%
PRIVATE CLIENT SERVICES, LLC	39.80K	Jun 30, 26	-22.44K	0.03%
HRT FINANCIAL LP	39.80K	Jun 30, 26	+39.80K	0.03%
ADG Wealth Management Group, LLC	39.71K	Jun 30, 26	-31	0.03%
SMI Advisory Services, LLC	39.67K	Jun 30, 26	+6.82K	0.03%
CGN Advisors LLC	39.46K	Jun 30, 26	-2.76K	0.03%
BLUE SQUARE ASSET MANAGEMENT, LLC	37.80K	Jun 30, 26	-10.62K	0.03%
SIGNATUREFD, LLC	37.35K	Jun 30, 26	+11.40K	0.03%
MGO ONE SEVEN LLC	37.26K	Jun 30, 26	-4.17K	0.03%
AssuredPartners Investment Advisors, LLC	37.17K	Jun 30, 26	-11.09K	0.03%
FourThought Financial Partners, LLC	36.80K	Jun 30, 26	-4.48K	0.03%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	36.44K	Jun 30, 26	+7.00K	0.03%
Wealth Advisory Solutions, LLC	35.68K	Jun 30, 26	+1.29K	0.02%
Granite Harbor Advisors, Inc.	35.57K	Jun 30, 26	-5.52K	0.02%
Atwater Malick LLC	35.04K	Jun 30, 26	--	0.02%
Belpointe Asset Management LLC	34.91K	Jun 30, 26	-4.39K	0.02%
TLWM	34.77K	Jun 30, 26	-965	0.02%
BEACON FINANCIAL PLANNING, INC	34.69K	Jun 30, 26	+3.26K	0.02%
Weaver Consulting Group	34.39K	Jun 30, 26	-88.51K	0.02%
Bullock Wealth Management Group	34.14K	Jun 30, 26	+34.14K	0.02%
DUNCKER STREETT & CO INC	33.93K	Jun 30, 26	+336	0.02%
Prosperity Planning, Inc.	33.87K	Jun 30, 26	-5.45K	0.02%
Ranch Capital Advisors Inc.	33.38K	Jun 30, 26	+492	0.02%
Farther Finance Advisors, LLC	32.88K	Jun 30, 26	+9.24K	0.02%
Diversify Advisory Services, LLC	32.79K	Jun 30, 26	+32.79K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	32.79K	Jun 30, 26	-4.82K	0.02%
HORAN Wealth, LLC	32.27K	Jun 30, 26	-1.84K	0.02%
Pure Financial Advisors, LLC	32.23K	Jun 30, 26	+650	0.02%
Brookstone Capital Management	32.19K	Jun 30, 26	+1.16K	0.02%
DecisionMap Wealth Management, LLC	32.18K	Jun 30, 26	+4.54K	0.02%
Schuylkill Financial LLC	32.18K	Jun 30, 26	+32.18K	0.02%
ADIRONDACK TRUST CO	31.81K	Jun 30, 26	-989	0.02%
OFS Enterprise LLC	31.11K	Jun 30, 26	--	0.02%
Vident Advisory, LLC	31.07K	Jun 30, 26	--	0.02%
FIRST INTERSTATE BANK	30.95K	Jun 30, 26	--	0.02%
BARRETT & COMPANY, INC.	30.89K	Jun 30, 26	-878	0.02%
DEARBORN PARTNERS LLC	30.72K	Jun 30, 26	+2.60K	0.02%
Rockefeller Capital Management L.P.	30.64K	Jun 30, 26	-3.36K	0.02%
Baird Financial Group, Inc.	30.63K	Jun 30, 26	+2.66K	0.02%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	30.52K	Jun 30, 26	-1.77K	0.02%
Roble, Belko & Company, Inc	30.29K	Jun 30, 26	+6.49K	0.02%
Advisory Services Network, LLC	29.99K	Jun 30, 26	+42	0.02%
Curbstone Financial Management Corp	29.87K	Jun 30, 26	--	0.02%
Foundations Investment Advisors, LLC	29.53K	Jun 30, 26	+4.58K	0.02%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	28.95K	Jun 30, 26	-620	0.02%
Walser Wealth Management Company, A Ltd Liability Co	28.57K	Jun 30, 26	+4.57K	0.02%
FOCUSED ALPHA, LLC	28.43K	Jun 30, 26	-4.36K	0.02%
Autumn Glory Partners, LLC	27.64K	Jun 30, 26	+44	0.02%
Avantax Planning Partners, Inc.	27.24K	Jun 30, 26	-1.28K	0.02%
Summit Wealth Partners, LLC	27.17K	Jun 30, 26	-425	0.02%
TABLEAUX LLC	27.04K	Jun 30, 26	-3.14K	0.02%
LITTLEJOHN FINANCIAL SERVICES, INC.	26.84K	Jun 30, 26	-9.36K	0.02%
LifePlan Financial, LLC	26.84K	Jun 30, 26	-28.08K	0.02%
Concurrent Investment Advisors, LLC	26.38K	Jun 30, 26	+26.38K	0.02%
SHUFRO ROSE & CO LLC	25.63K	Jun 30, 26	-1.22M	0.02%
Princeton Global Asset Management LLC	25.37K	Jun 30, 26	-637	0.02%
Stokes Family Office, LLC	24.76K	Jun 30, 26	-2.08K	0.02%
Gilbert & Cook, Inc.	24.31K	Jun 30, 26	--	0.02%
Jacobi Capital Management LLC	24.08K	Jun 30, 26	+7.93K	0.02%
Spire Wealth Management	23.61K	Jun 30, 26	--	0.02%
Freestone Capital Holdings, LLC	23.32K	Jun 30, 26	-15.47K	0.02%
TCG Advisory Services, LLC	23.27K	Jun 30, 26	+23.27K	0.02%
Ellis Investment Partners, LLC	22.81K	Jun 30, 26	+111	0.02%
Provenance Wealth Advisors, LLC	22.72K	Jun 30, 26	--	0.02%
Waverly Advisors, LLC	22.68K	Jun 30, 26	+2.70K	0.02%
American Trust	22.59K	Jun 30, 26	--	0.02%
Neuberger Berman Group LLC	22.20K	Jun 30, 26	--	0.02%
MARYLAND CAPITAL ADVISORS INC.	21.81K	Jun 30, 26	+21.81K	0.02%
Trust Point Inc.	21.44K	Jun 30, 26	+11.91K	0.01%
Strategic Blueprint, LLC	21.03K	Jun 30, 26	+4.13K	0.01%
Kingsview Wealth Management, LLC	20.96K	Jun 30, 26	+20.96K	0.01%
Helen Stephens Group, LLC	20.36K	Jun 30, 26	+11.24K	0.01%
FIFTH THIRD BANCORP	20.08K	Jun 30, 26	-8.36K	0.01%
Summit Asset Management, LLC	19.37K	Jun 30, 26	-1.25K	0.01%
Aptus Capital Advisors, LLC	19.35K	Jun 30, 26	+5.01K	0.01%
Lee Financial Co	19.33K	Jun 30, 26	--	0.01%
Sentinus, LLC	18.96K	Jun 30, 26	-3.21K	0.01%
S.E.E.D. Planning Group LLC	18.67K	Jun 30, 26	+18.67K	0.01%
Alliance Wealth Advisors, LLC /UT	18.52K	Jun 30, 26	-4.74K	0.01%
Klingman & Associates, LLC	18.41K	Jun 30, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	18.24K	Jun 30, 26	+87	0.01%
Clearstead Trust, LLC	18.16K	Jun 30, 26	--	0.01%
Stockman Wealth Management, Inc.	17.82K	Jun 30, 26	+745	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	17.30K	Jun 30, 26	-5.50K	0.01%
KPP Advisory Services LLC	17.11K	Jun 30, 26	-500	0.01%
Mutual Advisors, LLC	16.65K	Jun 30, 26	-50	0.01%
Van Hulzen Asset Management, LLC	16.35K	Jun 30, 26	+473	0.01%
Avidian Wealth Solutions, LLC	16.25K	Jun 30, 26	+1.89K	0.01%
Migdal Insurance & Financial Holdings Ltd.	16.22K	Jun 30, 26	--	0.01%
WIREGRASS INVESTMENT MANAGEMENT LLC	15.70K	Jun 30, 26	--	0.01%
Pine Haven Investment Counsel, Inc	15.20K	Jun 30, 26	--	0.01%
Summit Financial, LLC	15.20K	Jun 30, 26	-3.83K	0.01%
Empirical Asset Management, LLC	15.13K	Jun 30, 26	--	0.01%
Walleye Partners, LLC	15.07K	Jun 30, 26	+150	0.01%
Ancora Advisors, LLC	14.66K	Jun 30, 26	+2	0.01%
Old Mission Investment Co LLC	14.66K	Jun 30, 26	+14.66K	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	14.57K	Jun 30, 26	+1	0.01%
Wealthspire Advisors, LLC	14.30K	Jun 30, 26	--	0.01%
Financial Advisory Corp	14.25K	Jun 30, 26	+141	0.01%
Koshinski Asset Management, Inc.	14.24K	Jun 30, 26	-1.30K	0.01%
Dorsey & Whitney Trust CO LLC	14.00K	Jun 30, 26	-4.00K	0.01%
Yoder Wealth Management, Inc.	13.85K	Jun 30, 26	+900	0.01%
Riverstone Advisors, LLC	13.83K	Jun 30, 26	-9.28K	0.01%
Wellington Shields & Co., LLC	13.78K	Jun 30, 26	-641	0.01%
American Money Management, LLC	13.72K	Jun 30, 26	-600	0.01%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	13.67K	Jun 30, 26	--	0.01%
Pensionmark Financial Group, LLC	13.31K	Jun 30, 26	-1.12K	0.01%
Cornerstone Wealth Management, LLC	13.31K	Jun 30, 26	+1	0.01%
Cloud Capital Management, LLC	12.98K	Jun 30, 26	-5.50K	0.01%
CIBC Bancorp USA Inc.	12.95K	Jun 30, 26	+2.92K	0.01%
Lifeworks Advisors, LLC	12.79K	Jun 30, 26	+12.79K	0.01%
Prime Capital Investment Advisors, LLC	12.74K	Jun 30, 26	-35.08K	0.01%
COOPER/HAIMS ADVISORS, LLC	12.71K	Jun 30, 26	--	0.01%
Eldridge Investment Advisors, Inc.	12.65K	Jun 30, 26	-57.41K	0.01%
Ferguson Johnson Wealth Management Inc	12.59K	Jun 30, 26	--	0.01%
FOSTER DYKEMA CABOT & PARTNERS, LLC	12.50K	Jun 30, 26	--	0.01%
Fortune Financial Group, Inc.	12.47K	Jun 30, 26	-41	0.01%
Gradient Capital Advisors, LLC	12.31K	Jun 30, 26	--	0.01%
Murphy, Middleton, Hinkle & Parker, Inc.	12.26K	Jun 30, 26	--	0.01%
Trust Co	12.15K	Jun 30, 26	--	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	12.12K	Jun 30, 26	+7	0.01%
Krilogy Financial LLC	12.10K	Jun 30, 26	-208.48K	0.01%
ALTERNA WEALTH MANAGEMENT, INC	12.04K	Jun 30, 26	-6.67K	0.01%
Meridian Wealth Management, LLC	11.95K	Jun 30, 26	-3.93K	0.01%
MEYER HANDELMAN CO	11.86K	Jun 30, 26	+11.86K	0.01%
HARBOUR INVESTMENTS, INC.	11.72K	Jun 30, 26	+112	0.01%
Csenge Advisory Group	11.72K	Jun 30, 26	-192	0.01%
Buttonwood Financial Advisors Inc.	11.66K	Jun 30, 26	--	0.01%
Bulltick Wealth Management, LLC	11.65K	Jun 30, 26	-83.78K	0.01%
AMG National Trust Bank	11.60K	Jun 30, 26	--	0.01%
PFG Private Wealth Management, LLC	11.58K	Jun 30, 26	--	0.01%
MIDLAND WEALTH ADVISORS LLC	11.03K	Jun 30, 26	+11.03K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	10.92K	Jun 30, 26	-10.89K	0.01%
SEEDS INVESTOR LLC	10.88K	Jun 30, 26	+873	0.01%
STAR Financial Bank	10.85K	Jun 30, 26	-1.09K	0.01%
OPPENHEIMER & CO INC	10.80K	Jun 30, 26	+282	0.01%
Eagle Strategies LLC	10.79K	Jun 30, 26	-494	0.01%
Greenspring Advisors, LLC	10.76K	Jun 30, 26	--	0.01%
BridgePort Financial Solutions, LLC	10.74K	Jun 30, 26	-4.74K	0.01%
Moors & Cabot, Inc.	10.72K	Jun 30, 26	+828	0.01%
Crusonia Wealth Advisors LLC	10.68K	Jun 30, 26	+1.65K	0.01%
Chicago Partners Investment Group LLC	10.67K	Jun 30, 26	+106	0.01%
Highland Financial Advisors, LLC	10.57K	Jun 30, 26	--	0.01%
Ledyard National Bank	10.51K	Jun 30, 26	--	0.01%
VestGen Advisors, LLC	10.51K	Jun 30, 26	+19	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	10.49K	Jun 30, 26	--	0.01%
Cornerstone Financial Group, LLC /NE/	10.40K	Jun 30, 26	+68	0.01%
SUMMITRY LLC	10.37K	Jun 30, 26	-4.59K	0.01%
Savant Capital, LLC	10.24K	Jun 30, 26	--	0.01%
Newman Dignan & Sheerar, Inc.	9.99K	Jun 30, 26	-2.77K	0.01%
BAKER TILLY WEALTH MANAGEMENT, LLC	9.76K	Jun 30, 26	--	0.01%
Trinity Wealth Management, LLC	9.71K	Jun 30, 26	--	0.01%
SageView Advisory Group, LLC	9.64K	Jun 30, 26	+3	0.01%
NOVEM GROUP	9.57K	Jun 30, 26	+95	0.01%
Aprio Wealth Management, LLC	9.53K	Jun 30, 26	-20.01K	0.01%
OneAscent Financial Services LLC	9.45K	Jun 30, 26	--	0.01%
GOLDMAN SACHS GROUP INC	9.42K	Jun 30, 26	-13.22K	0.01%
Cypress Wealth Services, LLC	9.40K	Jun 30, 26	--	0.01%
TWO SIGMA SECURITIES, LLC	9.35K	Jun 30, 26	+9.35K	0.01%
CERTIOR FINANCIAL GROUP, LLC	9.31K	Jun 30, 26	--	0.01%
BNP PARIBAS ARBITRAGE, SNC	9.19K	Jun 30, 26	+9.10K	0.01%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	9.12K	Jun 30, 26	-4.32K	0.01%
Calamos Wealth Management LLC	9.06K	Jun 30, 26	--	0.01%
Summit Place Financial Advisors, LLC	9.00K	Jun 30, 26	+9.00K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	8.97K	Jun 30, 26	+8.97K	0.01%
DAVIS R M INC	8.83K	Jun 30, 26	+8.83K	0.01%
Journey Advisory Group, LLC	8.66K	Jun 30, 26	--	0.01%
MinichMacGregor Wealth Management, LLC	8.59K	Jun 30, 26	--	0.01%
Comprehensive Financial Consultants Institutional, Inc.	8.55K	Jun 30, 26	--	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	8.46K	Jun 30, 26	+17	0.01%
CHOREO, LLC	8.39K	Jun 30, 26	-534	0.01%
ALESCO ADVISORS LLC	8.32K	Jun 30, 26	--	0.01%
Adviser Investments LLC	8.28K	Jun 30, 26	--	0.01%
Bogart Wealth, LLC	8.02K	Jun 30, 26	--	0.01%
Asset Dedication, LLC	7.54K	Jun 30, 26	--	0.01%
FMR LLC	6.69K	Jun 30, 26	-202	0.00%
Coastline Trust Co	6.37K	Jun 30, 26	--	0.00%
AE Wealth Management LLC	6.05K	Jun 30, 26	+31	0.00%
TD Waterhouse Canada Inc.	5.79K	Jun 30, 26	-206	0.00%
PRIVATE TRUST CO NA	5.01K	Jun 30, 26	-65	0.00%
BANK OF MONTREAL /CAN/	4.70K	Jun 30, 26	-3.05K	0.00%
TOMPKINS FINANCIAL CORP	4.13K	Jun 30, 26	+4.13K	0.00%
CNB Bank	3.86K	Jun 30, 26	+157	0.00%
Physician Wealth Advisors, Inc.	3.82K	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	3.77K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	3.75K	Jun 30, 26	-4.08K	0.00%
Addison Advisors LLC	3.71K	Jun 30, 26	-435	0.00%
Align Financial, LLC	3.65K	Jun 30, 26	--	0.00%
NBH Bank	3.52K	Jun 30, 26	+3.52K	0.00%
Black Cypress Capital Management, LLC	3.50K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	3.42K	Jun 30, 26	-1.42K	0.00%
Truvestments Capital LLC	3.32K	Jun 30, 26	-1.99K	0.00%
Orion Capital Management LLC	3.30K	Jun 30, 26	--	0.00%
United Community Bank	3.24K	Jun 30, 26	-415	0.00%
Sarver Vrooman Wealth Advisors	3.04K	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	3.00K	Jun 30, 26	--	0.00%
Bank of New Hampshire	3.00K	Jun 30, 26	-6.92K	0.00%
Napier Financial, LLC	2.84K	Jun 30, 26	+28	0.00%
VALLEY NATIONAL ADVISERS INC	2.58K	Jun 30, 26	--	0.00%
CVA Family Office, LLC	2.52K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	2.50K	Jun 30, 26	--	0.00%
BURKETT FINANCIAL SERVICES, LLC	2.38K	Jun 30, 26	+24	0.00%
Capital Investment Advisory Services, LLC	2.07K	Jun 30, 26	+2.07K	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.00K	Jun 30, 26	--	0.00%
Peck Wealth Management, LLC	2.00K	Jun 30, 26	--	0.00%
PROSPERITY BANCSHARES INC	2.00K	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	2.00K	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.67K	Jun 30, 26	--	0.00%
Robbins Farley	1.61K	Jun 30, 26	+32	0.00%
Legacy Bridge, LLC	1.39K	Jun 30, 26	--	0.00%
Anchor Bay Capital, Inc.	1.26K	Jun 30, 26	+1.26K	0.00%
JDM Financial Group LLC	1.25K	Jun 30, 26	-25.89K	0.00%
ASSETMARK, INC	1.18K	Jun 30, 26	-76	0.00%
Fairway Wealth LLC	1.16K	Jun 30, 26	+1.16K	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	1.07K	Jun 30, 26	--	0.00%
Hyposwiss Advisors SA	1.03K	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	1.03K	Jun 30, 26	-1.10K	0.00%
Geneos Wealth Management Inc.	823	Jun 30, 26	--	0.00%
Three Bearings Fiduciary Advisors, Inc.	819	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	800	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	793	Jun 30, 26	+8	0.00%
VANGUARD ADVISERS INC	713	Jun 30, 26	--	0.00%
Kennebec Savings Bank	665	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	511	Jun 30, 26	--	0.00%
Capital Analysts, LLC	485	Jun 30, 26	--	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	457	Jun 30, 26	+4	0.00%
Buck Wealth Strategies, LLC	439	Jun 30, 26	+439	0.00%
LOGAN CAPITAL MANAGEMENT INC	283	Jun 30, 26	+283	0.00%
SHP Wealth Management	275	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	166	Jun 30, 26	-2.76K	0.00%
BlackRock, Inc.	158	Jun 30, 26	-591.54K	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	135	Jun 30, 26	+135	0.00%
HOEY INVESTMENTS, INC	120	Jun 30, 26	+120	0.00%
CITIGROUP INC	5	Jun 30, 26	+5	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Summit Trail Advisors, LLC	--	Jun 30, 26	-12.80K	--
Paradigm, Strategies in Wealth Management, LLC	--	Jun 30, 26	-18.45K	--
DRIVE WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-126.42K	--
Twin Cities Retirement Group LLC	--	Jun 30, 26	-35.87K	--
CALTON & ASSOCIATES, INC.	--	Jun 30, 26	-10.38K	--
Independent Advisor Alliance	--	Jun 30, 26	-74.03K	--
HB Wealth Management, LLC	--	Jun 30, 26	-38.88K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-2.00K	--
Kerntke Otto McGlone Wealth Management Group	--	Jun 30, 26	-11.29K	--
Golden State Equity Partners	--	Jun 30, 26	-7.80K	--
TABR Capital Management, LLC	--	Jun 30, 26	-995.43K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-1.80K	--
Maridea Wealth Management LLC	--	Jun 30, 26	-9.21K	--
EASTERN BANK	--	Jun 30, 26	-1.44K	--
Calamos Advisors LLC	--	Jun 30, 26	-9.06K	--
SOA Wealth Advisors, LLC.	--	Jun 30, 26	-1	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-4.83K	--
Focus Financial Network, Inc.	--	Jun 30, 26	-16.35K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-393	--
BESSEMER GROUP INC	--	Jun 30, 26	-9.59K	--
NESTEGG ADVISORS, INC.	--	Jun 30, 26	-9.32K	--
Redwood Financial Network Corp	--	Jun 30, 26	-60.34K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-166	--
Western Wealth Management, LLC	--	Jun 30, 26	-3.71K	--
BALLAST ADVISORS LLC	--	Jun 30, 26	-7.21K	--
J. L. Bainbridge & Co., Inc.	--	Jun 30, 26	-9.15K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Jun 30, 26	-8.56K	--
Boreal Capital Management LLC	--	Jun 30, 26	-1	--
Evergreen Wealth Partners LLC	--	Jun 30, 26	-13.01K	--
Gilbert Capital Group, Inc.	--	Jun 30, 26	-27.43K	--
Trust Co of Kansas	--	Jun 30, 26	-13.58K	--
4J Wealth Management LLC	--	Jun 30, 26	-83.93K	--
First PREMIER Bank	--	Jun 30, 26	-315	--
McGuire Investment Group, LLC	--	Jun 30, 26	-361.39K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-28.27K	--
CWM, LLC	676.93K	Mar 31, 26	+90.47K	0.47%
MOSELEY INVESTMENT MANAGEMENT INC	427.72K	Mar 31, 26	+16.59K	0.30%
Signature Wealth Management Group	232.15K	Mar 31, 26	-2.61K	0.16%
Leo Wealth, LLC	137.08K	Mar 31, 26	+1.41K	0.09%
Cherry Tree Wealth Management, LLC	29.37K	Mar 31, 26	-11.20K	0.02%
Silicon Valley Capital Partners	20.02K	Mar 31, 26	+135	0.01%
Sunbelt Securities, Inc.	13.64K	Mar 31, 26	--	0.01%
Horizons Wealth Management	10.68K	Mar 31, 26	-1.18K	0.01%
Bank of Jackson Hole Trust	3.52K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	3.17K	Mar 31, 26	+22	0.00%
ARCADIA INVESTMENT MANAGEMENT CORP/MI	1.50K	Mar 31, 26	--	0.00%
Austin Private Wealth, LLC	74.44K	Dec 31, 25	+314	0.05%
COMERICA BANK	40.72K	Dec 31, 25	-11.42K	0.03%
Oldfather Financial Services, LLC	31.11K	Dec 31, 25	--	0.02%
GPS Wealth Strategies Group, LLC	10.16K	Dec 31, 25	+10.16K	0.01%
CIBC Private Wealth Group, LLC	10.03K	Dec 31, 25	+337	0.01%
Stephens Consulting, LLC	1.54K	Dec 31, 25	+21	0.00%
Running Point Capital Advisors, LLC	621	Dec 31, 25	--	0.00%
Blue Barn Wealth, LLC	--	Dec 31, 25	-9.11K	--
Vishria Bird Financial Group, LLC	86.97K	Sep 30, 25	+86.97K	0.06%
FIRST NATIONAL CORP /MA/ /ADV	17.56K	Sep 30, 25	--	0.01%
L.M. KOHN & COMPANY	16.83K	Sep 30, 25	-507	0.01%
FULLCIRCLE WEALTH LLC	15.68K	Sep 30, 25	--	0.01%
Hemington Wealth Management	1.33K	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	286.07K	Jun 30, 25	-14.76K	0.20%
SUMMIT INVESTMENT ADVISORS, INC.	186.72K	Jun 30, 25	+8.25K	0.13%
Centricity Wealth Management, LLC	131.76K	Jun 30, 25	+3.44K	0.09%
Horan Securities, Inc.	40.09K	Jun 30, 25	+29	0.03%
AVANTAX ADVISORY SERVICES, INC.	29.57K	Jun 30, 25	-847	0.02%
Congress Wealth Management LLC / DE /	10.80K	Jun 30, 25	+10.80K	0.01%
Exchange Capital Management, Inc.	8.52K	Jun 30, 25	--	0.01%
First Horizon Advisors, Inc.	3.19K	Jun 30, 25	--	0.00%
Buffington Mohr McNeal	571.69K	Mar 31, 25	-24.92K	0.39%
Sandy Spring Bank	245.96K	Mar 31, 25	+8.74K	0.17%
Safeguard Financial, LLC	207.27K	Mar 31, 25	+41.47K	0.14%
Sabal Trust CO	160.58K	Mar 31, 25	+21.77K	0.11%
Orion Portfolio Solutions, LLC	91.61K	Mar 31, 25	+1.23K	0.06%
Spectrum Wealth Counsel, LLC	21.42K	Mar 31, 25	-2.63K	0.01%
CAROLINAS WEALTH CONSULTING LLC	--	Mar 31, 25	-116	--
Executive Wealth Management, LLC	153.76K	Dec 31, 24	+41.15K	0.11%
Kades & Cheifetz LLC	17.74K	Dec 31, 24	+3.35K	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-3.96K	--
Raymond James Financial Services Advisors, Inc.	1.34M	Sep 30, 24	+71.79K	0.92%
RAYMOND JAMES & ASSOCIATES	561.61K	Sep 30, 24	-70.64K	0.39%
Gateway Advisory, LLC	441.73K	Sep 30, 24	+11.49K	0.30%
FinTrust Capital Advisors, LLC	235.86K	Sep 30, 24	+2.23K	0.16%
Platte River Wealth Advisors, LLC	183.12K	Sep 30, 24	-54.28K	0.13%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	62.18K	Sep 30, 24	--	0.04%
RAYMOND JAMES TRUST N.A.	19.91K	Sep 30, 24	+1.50K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	1.04M	Jun 30, 24	+249.78K	0.72%
BlackRock Inc.	146	Jun 30, 24	-1.19K	0.00%
InterOcean Capital Group, LLC	159.91K	Mar 31, 24	+9.98K	0.11%
Cetera Advisors LLC	86.36K	Mar 31, 24	+45.38K	0.06%
Cetera Advisor Networks LLC	22.04K	Mar 31, 24	+6.97K	0.02%
Strategic Wealth Partners Group LLC	759	Mar 31, 24	--	0.00%
Day & Ennis, LLC	29.47K	Dec 31, 23	+29	0.02%
WEALTHSOURCE PARTNERS, LLC	20.75K	Dec 31, 23	+20.75K	0.01%
Adroit Compliance, LLC	10.03K	Dec 31, 23	+10.03K	0.01%
Bartlett & Co. LLC	402	Dec 31, 23	-2.00K	0.00%
Sutton Wealth Advisors Inc.	2.17K	Sep 30, 23	+2.17K	0.00%
Kistler-Tiffany Companies, LLC	67.35K	Jun 30, 23	-24.30K	0.05%
LEO BROKERAGE, LLC	65.69K	Jun 30, 23	+45.56K	0.05%
BerganKDV Wealth Management, LLC	31.50K	Jun 30, 23	-948	0.02%
Vigilant Capital Management, LLC	7.80K	Jun 30, 23	-1.45K	0.01%
First National Bank of South Miami	--	Jun 30, 23	-850	--
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-1.48K	--
Cribstone Capital Management, LLC	103.53K	Dec 31, 22	+58.95K	0.07%
Sargent Bickham Lagudis LLC	8.73K	Dec 31, 22	+8.73K	0.01%
BRR OpCo, LLC	268.05K	Sep 30, 22	+268.05K	0.18%
Karp Capital Management Corp	231.40K	Sep 30, 22	-65.11K	0.16%
American Portfolios Advisors	204.77K	Sep 30, 22	+178.77K	0.14%
SWM Advisors	10.03K	Sep 30, 22	+10.03K	0.01%
Farmer Steven Patrick	848.21K	Jun 30, 22	+848.21K	0.59%
Fieldpoint Private Securities, LLC	20.70K	Jun 30, 22	--	0.01%
Azimuth Capital Management LLC	270.55K	Mar 31, 22	-18.26K	0.19%
MIRSKY FINANCIAL MANAGEMENT CORP.	10.45K	Dec 31, 21	+10.45K	0.01%
NEXT Financial Group, Inc	1.60K	Dec 31, 21	--	0.00%
Squar Milner Financial Services LLC	6.67K	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	32.61K	Dec 31, 19	+24.64K	0.02%
Advisor Group, Inc.	6.89K	Dec 31, 19	-2.39K	0.00%
BB&T SECURITIES, LLC	648.38K	Sep 30, 19	+648.38K	0.45%
BOSTON ADVISORS LLC	325.13K	Sep 30, 19	+325.13K	0.22%
Sound View Wealth Advisors, LLC	8.41K	Mar 31, 19	+8.41K	0.01%
Commonwealth Equity Services, Inc	88.04K	Jun 30, 17	+14	0.06%
Virtu KCG Holdings LLC	10.82K	Jun 30, 17	-23.21K	0.01%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

9.83M

Jun 30, 26

+44.36K

6.78%

Lido Advisors, LLC

4.38M

Jun 30, 26

-290.13K

3.02%

MERCER GLOBAL ADVISORS INC /ADV

4.31M

Jun 30, 26

+40.58K

2.98%

HM PAYSON & CO

4.19M

Jun 30, 26

-4.19K

2.89%

LPL Financial LLC

3.88M

Jun 30, 26

-165.04K

2.68%

MORGAN STANLEY

3.58M

Jun 30, 26

-174.10K

2.47%

RAYMOND JAMES FINANCIAL INC

2.48M

Jun 30, 26

-181.73K

1.71%

COMMONWEALTH EQUITY SERVICES, LLC

1.65M

Jun 30, 26

-35.73K

1.14%

Gratus Wealth Advisors, LLC

1.53M

Jun 30, 26

+31.41K

1.05%

Kathmere Capital Management, LLC

1.50M

Jun 30, 26

+109.45K

1.04%

HOWLAND CAPITAL MANAGEMENT LLC

1.50M

Jun 30, 26

+167.98K

1.03%

Sound View Wealth Advisors Group, LLC

1.47M

Jun 30, 26

-508.77K

1.02%

CAPTRUST FINANCIAL ADVISORS

1.42M

Jun 30, 26

-128.25K

0.98%

ROYAL BANK OF CANADA

1.31M

Jun 30, 26

-151.24K

0.90%

HighTower Advisors, LLC

1.28M

Jun 30, 26

-38.63K

0.88%

Stratos Wealth Partners, LTD.

1.18M

Jun 30, 26

+62.23K

0.81%

RVW Wealth, LLC

1.17M

Jun 30, 26

+24.55K

0.80%

Kestra Advisory Services, LLC

1.16M

Jun 30, 26

+129.83K

0.80%

SIGMA INVESTMENT COUNSELORS INC

1.15M

Jun 30, 26

-10.34K

0.79%

NewEdge Advisors, LLC

1.14M

Jun 30, 26

+22.44K

0.78%

Colony Group, LLC

1.09M

Jun 30, 26

-138.13K

0.75%

COWA, LLC

1.09M

Jun 30, 26

+74.52K

0.75%

AMERIPRISE FINANCIAL INC

1.07M

Jun 30, 26

-378.76K

0.74%

Mariner, LLC

1.01M

Jun 30, 26

-4.40K

0.70%

IFS Advisors, LLC

973.96K

Jun 30, 26

+6.16K

0.67%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

935.87K

Jun 30, 26

-82.21K

0.65%

Mesirow Financial Investment Management, Inc.

872.27K

Jun 30, 26

-10.59K

0.60%

TRUIST FINANCIAL CORP

862.30K

Jun 30, 26

-4.43K

0.59%

BENJAMIN EDWARDS INC

838.93K

Jun 30, 26

+29.34K

0.58%

WELLS FARGO & COMPANY/MN

837.01K

Jun 30, 26

-186.94K

0.58%

MV CAPITAL MANAGEMENT, INC.

756.07K

Jun 30, 26

+4.65K

0.52%

Glenview Trust Co

729.08K

Jun 30, 26

+18.13K

0.50%

US BANCORP \DE\

714.41K

Jun 30, 26

-38.87K

0.49%

REBALANCE, LLC

711.98K

Jun 30, 26

-48.41K

0.49%

Venture Visionary Partners LLC

662.33K

Jun 30, 26

-201.68K

0.46%

SPINNAKER TRUST

661.84K

Jun 30, 26

+87.32K

0.46%

Capital Investment Advisors, LLC

660.32K

Jun 30, 26

+41.94K

0.46%

Sanctuary Advisors, LLC

652.97K

Jun 30, 26

-4.02K

0.45%

EP Wealth Advisors, LLC

591.53K

Jun 30, 26

+123.91K

0.41%

Beacon Pointe Advisors, LLC

574.36K

Jun 30, 26

-12.90K

0.40%

Northstar Group, Inc.

550.12K

Jun 30, 26

+13.79K

0.38%

Strid Group, LLC

538.85K

Jun 30, 26

-67.05K

0.37%

CENTRAL TRUST Co

525.94K

Jun 30, 26

-18.11K

0.36%

NovaPoint Capital, LLC

523.66K

Jun 30, 26

-111.22K

0.36%

Integrated Wealth Concepts LLC

508.24K

Jun 30, 26

+211.42K

0.35%

IFP Advisors, Inc

495.13K

Jun 30, 26

+13.90K

0.34%

Baltimore-Washington Financial Advisors, Inc.

480.37K

Jun 30, 26

-2.48K

0.33%

Cetera Investment Advisers

471.19K

Jun 30, 26

+116.93K

0.33%

Wick Capital Partners, LLC

457.12K

Jun 30, 26

-26.15K

0.32%

MCF Advisors LLC

452.69K

Jun 30, 26

+222.15K

0.31%

Allworth Financial LP

448.67K

Jun 30, 26

+25.75K

0.31%

Global Retirement Partners, LLC

443.16K

Jun 30, 26

+443.16K

0.31%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

441.51K

Jun 30, 26

+69.03K

0.30%

THRIVENT FINANCIAL FOR LUTHERANS

431.94K

Jun 30, 26

+8.66K

0.30%

ENVESTNET ASSET MANAGEMENT INC

421.60K

Jun 30, 26

+74.94K

0.29%

ARCADIA INVESTMENT ADVISORS LLC

409.48K

Jun 30, 26

+14.16K

0.28%

Janney Montgomery Scott LLC

399.32K

Jun 30, 26

+172.03K

0.28%

Balentine LLC

397.24K

Jun 30, 26

-16.70K

0.27%

Miracle Mile Advisors, LLC

392.39K

Jun 30, 26

+7.24K

0.27%

STIFEL FINANCIAL CORP

392.07K

Jun 30, 26

+8.35K

0.27%

JANE STREET GROUP, LLC

391.32K

Jun 30, 26

+220.12K

0.27%

Atria Investments, Inc

377.65K

Jun 30, 26

+39.37K

0.26%

FIRST NATIONAL TRUST CO

368.21K

Jun 30, 26

-53.74K

0.25%

SAX WEALTH ADVISORS, LLC

367.67K

Jun 30, 26

+6.38K

0.25%

LEAVELL INVESTMENT MANAGEMENT, INC.

351.39K

Jun 30, 26

-32.95K

0.24%

ADVISOR GROUP HOLDINGS, INC.

350.59K

Jun 30, 26

+49.32K

0.24%

LYELL WEALTH MANAGEMENT, LP

350.40K

Jun 30, 26

-115.88K

0.24%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

341.34K

Jun 30, 26

+31.56K

0.24%

CITADEL ADVISORS LLC

334.08K

Jun 30, 26

+90.83K

0.23%

Kesler, Norman & Wride, LLC

325.98K

Jun 30, 26

-12.63K

0.22%

Madden Advisory Services, Inc.

325.41K

Jun 30, 26

-4.74K

0.22%

Merit Financial Group, LLC

323.68K

Jun 30, 26

+17.45K

0.22%

Parallel Advisors, LLC

320.10K

Jun 30, 26

+50.74K

0.22%

InvesTrust

317.33K

Jun 30, 26

-6.79K

0.22%

Peloton Wealth Strategists

296.14K

Jun 30, 26

-3.00K

0.20%

Resources Investment Advisors, LLC.

289.39K

Jun 30, 26

-28.20K

0.20%

Cornerstone Planning, LLC

288.42K

Jun 30, 26

+1.25K

0.20%

FULTON BREAKEFIELD BROENNIMAN LLC

254.47K

Jun 30, 26

+5.83K

0.18%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

249.89K

Jun 30, 26

+50.27K

0.17%

Resonant Capital Advisors, LLC

247.13K

Jun 30, 26

-9.98K

0.17%

Creative Planning

242.65K

Jun 30, 26

+33.13K

0.17%

Valmark Advisers, Inc.

238.79K

Jun 30, 26

+52.03K

0.16%

JPMORGAN CHASE & CO

237.32K

Jun 30, 26

+40.71K

0.16%

Laurel Wealth Advisors LLC

236.03K

Jun 30, 26

-4.58K

0.16%

JONES FINANCIAL COMPANIES LLLP

233.84K

Jun 30, 26

+36.18K

0.16%

Snowden Capital Advisors LLC

232.44K

Jun 30, 26

-11.43K

0.16%

Delta Wealth Advisors LLC

229.15K

Jun 30, 26

+9.78K

0.16%

Aviance Capital Partners, LLC

229.07K

Jun 30, 26

+19.96K

0.16%

4Thought Financial Group Inc.

227.21K

Jun 30, 26

+42.63K

0.16%

Prospera Financial Services Inc

225.80K

Jun 30, 26

+35.48K

0.16%

LBMC INVESTMENT ADVISORS, LLC

222.32K

Jun 30, 26

+10.90K

0.15%

Houlihan Financial Resource Group, Ltd.

222.12K

Jun 30, 26

-2.53K

0.15%

REGIONS FINANCIAL CORP

220.98K

Jun 30, 26

-28.19K

0.15%

HAMEL ASSOCIATES, INC.

215.25K

Jun 30, 26

-27.71K

0.15%

Guidance Point Advisors, LLC

213.36K

Jun 30, 26

+6.93K

0.15%

Crews Bank & Trust

211.91K

Jun 30, 26

-13.80K

0.15%

Heartland Bank & Trust Co

211.68K

Jun 30, 26

+11.57K

0.15%

Sowell Financial Services LLC

209.38K

Jun 30, 26

-2.44K

0.14%

Praetorian Wealth Management, Inc.

209.28K

Jun 30, 26

-11.11K

0.14%

Winthrop Partners - WNY, LLC

205.07K

Jun 30, 26

-14.33K

0.14%

10Elms LLP

203.96K

Jun 30, 26

+96.96K

0.14%

ARROW FINANCIAL CORP

200.77K

Jun 30, 26

-224.78K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

197.06K

Jun 30, 26

-7.46K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

188.57K

Jun 30, 26

-108.77K

0.13%

Quantum Financial Advisors, LLC

185.63K

Jun 30, 26

-42.48K

0.13%

HANCOCK WHITNEY CORP

181.70K

Jun 30, 26

-4.92K

0.13%

Ironwood Financial, llc

178.26K

Jun 30, 26

-147.67K

0.12%

MONECO Advisors, LLC

173.41K

Jun 30, 26

-1.43K

0.12%

Cambridge Investment Research Advisors, Inc.

172.18K

Jun 30, 26

-50.71K

0.12%

Private Advisor Group, LLC

172.00K

Jun 30, 26

-81.39K

0.12%

McGlone Suttner Wealth Management, Inc.

166.76K

Jun 30, 26

-1.82K

0.12%

New England Private Wealth Advisors LLC

164.60K

Jun 30, 26

-1.98K

0.11%

Integrated Advisors Network LLC

157.41K

Jun 30, 26

-5.60K

0.11%

Evergreen Private Wealth LLC

155.97K

Jun 30, 26

+7.31K

0.11%

Equitable Holdings, Inc.

155.84K

Jun 30, 26

+1.15K

0.11%

Foundation Wealth Management, LLC

151.52K

Jun 30, 26

-1.21K

0.10%

SYON CAPITAL LLC

150.76K

Jun 30, 26

+89.57K

0.10%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

150.22K

Jun 30, 26

+2.24K

0.10%

IRON Financial LLC

149.31K

Jun 30, 26

-4.50K

0.10%

PRECEDENT WEALTH PARTNERS, LLC

147.91K

Jun 30, 26

+5.17K

0.10%

KESTRA PRIVATE WEALTH SERVICES, LLC

144.69K

Jun 30, 26

-21.57K

0.10%

DEUTSCHE BANK AG\

141.30K

Jun 30, 26

-5.56K

0.10%

Scissortail Wealth Management, LLC

139.69K

Jun 30, 26

+3.73K

0.10%

SONATA CAPITAL GROUP INC

138.85K

Jun 30, 26

-7.25K

0.10%

Stonebrook Private Inc.

138.26K

Jun 30, 26

+2.30K

0.10%

PHILLIPS FINANCIAL MANAGEMENT, LLC

136.27K

Jun 30, 26

-1.04K

0.09%

Rubicon Advisors, GP

132.57K

Jun 30, 26

+8.34K

0.09%

FORVIS Wealth Advisors, LLC

130.34K

Jun 30, 26

+284

0.09%

FIRST MANHATTAN CO. LLC.

124.00K

Jun 30, 26

+2.59K

0.09%

Covington Investment Advisors Inc.

121.57K

Jun 30, 26

+18.22K

0.08%

TFR Capital, LLC.

121.50K

Jun 30, 26

-2.86K

0.08%

MOSAIC FAMILY WEALTH PARTNERS, LLC

120.09K

Jun 30, 26

+27.59K

0.08%

High Note Wealth, LLC

117.81K

Jun 30, 26

+56.32K

0.08%

Penobscot Investment Management Company, Inc.

113.57K

Jun 30, 26

+5.95K

0.08%

ASSOCIATED BANC-CORP

112.02K

Jun 30, 26

-375

0.08%

SMITH, MOORE & CO.

111.43K

Jun 30, 26

-6.28K

0.08%

Atlantic Union Bankshares Corp

109.71K

Jun 30, 26

-106.31K

0.08%

Round Rock Advisors, LLC

109.21K

Jun 30, 26

-783

0.08%

RIVERCHASE WEALTH MANAGEMENT, LLC

108.55K

Jun 30, 26

+3.43K

0.07%

BRIGHTON SECURITIES CORP.

108.41K

Jun 30, 26

+4.10K

0.07%

Centennial Advisors, LLC

104.91K

Jun 30, 26

+10.33K

0.07%

HARBOR INVESTMENT ADVISORY, LLC

104.65K

Jun 30, 26

+2.85K

0.07%

Beaumont Asset Management, L.L.C.

104.54K

Jun 30, 26

-371.47K

0.07%

Keeler THomas Management LLC

103.95K

Jun 30, 26

-7.11K

0.07%

PNC FINANCIAL SERVICES GROUP, INC.

102.05K

Jun 30, 26

+278

0.07%

MML INVESTORS SERVICES, LLC

101.87K

Jun 30, 26

+20.42K

0.07%

Modern Wealth Management, LLC

101.53K

Jun 30, 26

-156.32K

0.07%

TFO-TDC, LLC

100.60K

Jun 30, 26

+997

0.07%

Crestmont Private Wealth LLC

100.36K

Jun 30, 26

+11.65K

0.07%

Evergreen Wealth Solutions, LLC

99.47K

Jun 30, 26

+1.03K

0.07%

Fortis Capital Management LLC

97.02K

Jun 30, 26

+15.46K

0.07%

COLDSTREAM CAPITAL MANAGEMENT INC

91.05K

Jun 30, 26

-950

0.06%

Rossmore Private Capital

90.52K

Jun 30, 26

-5.59K

0.06%

Godshalk Welsh Capital Management, Inc.

90.13K

Jun 30, 26

+100

0.06%

Sequoia Financial Advisors, LLC

88.21K

Jun 30, 26

0.06%

Breachway Investments LLC

88.21K

Jun 30, 26

-45.40K

0.06%

Klaas Financial Asset Advisors, LLC

85.70K

Jun 30, 26

+1.10K

0.06%

Commonwealth Financial Services, LLC

83.39K

Jun 30, 26

-1.68K

0.06%

Chesley Taft & Associates LLC

80.63K

Jun 30, 26

-26.00K

0.06%

Montecito Bank & Trust

79.91K

Jun 30, 26

+1.93K

0.06%

OLD MISSION CAPITAL LLC

79.27K

Jun 30, 26

+79.27K

0.05%

IFG Advisory, LLC

79.01K

Jun 30, 26

+79.01K

0.05%

Endowment Wealth Management, Inc.

78.51K

Jun 30, 26

+1.55K

0.05%

Livet Wealth, LLC

77.99K

Jun 30, 26

-1.60K

0.05%

DAVENPORT & Co LLC

77.34K

Jun 30, 26

+24.67K

0.05%

First Fiduciary Investment Counsel, Inc.

76.34K

Jun 30, 26

-1.33K

0.05%

CARY STREET PARTNERS FINANCIAL LLC

73.60K

Jun 30, 26

-8.66K

0.05%

WRAPMANAGER INC

73.00K

Jun 30, 26

-7.83K

0.05%

Sightline Wealth Advisors, LLC

72.44K

Jun 30, 26

-30.79K

0.05%

HALLMARK CAPITAL MANAGEMENT INC

72.12K

Jun 30, 26

-4.67K

0.05%

Probity Advisors, Inc.

70.37K

Jun 30, 26

-55.21K

0.05%

Conrad Siegel Investment Advisors, Inc.

70.29K

Jun 30, 26

+199

0.05%

Cornell Pochily Investment Advisors, Inc.

68.76K

Jun 30, 26

-93.13K

0.05%

Foundry Financial Group, Inc.

68.72K

Jun 30, 26

-2.19K

0.05%

MidFirst Bank

68.67K

Jun 30, 26

-2.48K

0.05%

Cove Private Wealth, LLC

68.50K

Jun 30, 26

+12.69K

0.05%

HARBOR ADVISORY CORP /MA/

67.89K

Jun 30, 26

0.05%

JAMES INVESTMENT RESEARCH INC

66.86K

Jun 30, 26

-3.17K

0.05%

Arcataur Capital Management LLC

66.34K

Jun 30, 26

-210

0.05%

Hills Bank & Trust Co

64.54K

Jun 30, 26

-53

0.04%

FIDUCIARY FINANCIAL ADVISORS

63.50K

Jun 30, 26

+63.50K

0.04%

Cartesian Growth Corp

63.40K

Jun 30, 26

0.04%

Collaborative Fund Advisors, LLC

62.58K

Jun 30, 26

+62.58K

0.04%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

60.72K

Jun 30, 26

-5.71K

0.04%

COLTON GROOME FINANCIAL ADVISORS, LLC

60.47K

Jun 30, 26

+60.47K

0.04%

Farmers National Bank

57.90K

Jun 30, 26

+363

0.04%

GOULD ASSET MANAGEMENT LLC /CA/

57.62K

Jun 30, 26

+975

0.04%

J.W. COLE ADVISORS, INC.

56.77K

Jun 30, 26

-16.81K

0.04%

Reliant Wealth Planning

55.01K

Jun 30, 26

+314

0.04%

Bank of New York Mellon Corp

54.48K

Jun 30, 26

+2.09K

0.04%

Archford Capital Strategies, LLC

54.41K

Jun 30, 26

-2.87K

0.04%

Cerity Partners LLC

54.03K

Jun 30, 26

-20.76K

0.04%

Accretive Wealth Partners, LLC

53.41K

Jun 30, 26

-2.32K

0.04%

Mayflower Financial Advisors, LLC

53.24K

Jun 30, 26

+83

0.04%

DUDLEY CAPITAL MANAGEMENT, LLC

52.86K

Jun 30, 26

-1.14K

0.04%

Element Wealth, LLC

52.83K

Jun 30, 26

+34

0.04%

Northwest Bancshares, Inc.

52.74K

Jun 30, 26

-6.48K

0.04%

BEACON FINANCIAL GROUP

51.92K

Jun 30, 26

-22.82K

0.04%

Hurley Capital, LLC

51.67K

Jun 30, 26

+424

0.04%

Great Diamond Partners, LLC

51.37K

Jun 30, 26

-125.62K

0.04%

Seneca House Advisors

51.02K

Jun 30, 26

+16.83K

0.04%

Johnson Bixby & Associates, LLC

50.93K

Jun 30, 26

+139

0.04%

WESBANCO BANK INC

48.95K

Jun 30, 26

0.03%

Sigma Planning Corp

48.90K

Jun 30, 26

+2.39K

0.03%

Beaumont Financial Advisors, LLC

48.41K

Jun 30, 26

-1.27K

0.03%

GTS SECURITIES LLC

48.10K

Jun 30, 26

+48.10K

0.03%

Windsor Capital Management, LLC

46.55K

Jun 30, 26

-349.74K

0.03%

PSI Advisors, LLC

45.80K

Jun 30, 26

-800

0.03%

Steward Partners Investment Advisory, LLC

44.80K

Jun 30, 26

+5.91K

0.03%

THOROUGHBRED FINANCIAL SERVICES, LLC

43.51K

Jun 30, 26

+2.81K

0.03%

Timber Creek Capital Management LLC

42.66K

Jun 30, 26

+2.79K

0.03%

Kastel Capital Advisors, LLC

41.70K

Jun 30, 26

+19.24K

0.03%

Black Swift Group, LLC

41.09K

Jun 30, 26

-21.11K

0.03%

Cannon Financial Strategists, Inc.

40.78K

Jun 30, 26

+242

0.03%

Summit Wealth Group, LLC

40.08K

Jun 30, 26

+11.28K

0.03%

Straight Path Wealth Management

39.91K

Jun 30, 26

+5.48K

0.03%

PRIVATE CLIENT SERVICES, LLC

39.80K

Jun 30, 26

-22.44K

0.03%

HRT FINANCIAL LP

39.80K

Jun 30, 26

+39.80K

0.03%

ADG Wealth Management Group, LLC

39.71K

Jun 30, 26

-31

0.03%

SMI Advisory Services, LLC

39.67K

Jun 30, 26

+6.82K

0.03%

CGN Advisors LLC

39.46K

Jun 30, 26

-2.76K

0.03%

BLUE SQUARE ASSET MANAGEMENT, LLC

37.80K

Jun 30, 26

-10.62K

0.03%

SIGNATUREFD, LLC

37.35K

Jun 30, 26

+11.40K

0.03%

MGO ONE SEVEN LLC

37.26K

Jun 30, 26

-4.17K

0.03%

AssuredPartners Investment Advisors, LLC

37.17K

Jun 30, 26

-11.09K

0.03%

FourThought Financial Partners, LLC

36.80K

Jun 30, 26

-4.48K

0.03%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

36.44K

Jun 30, 26

+7.00K

0.03%

Wealth Advisory Solutions, LLC

35.68K

Jun 30, 26

+1.29K

0.02%

Granite Harbor Advisors, Inc.

35.57K

Jun 30, 26

-5.52K

0.02%

Atwater Malick LLC

35.04K

Jun 30, 26

0.02%

Belpointe Asset Management LLC

34.91K

Jun 30, 26

-4.39K

0.02%

TLWM

34.77K

Jun 30, 26

-965

0.02%

BEACON FINANCIAL PLANNING, INC

34.69K

Jun 30, 26

+3.26K

0.02%

Weaver Consulting Group

34.39K

Jun 30, 26

-88.51K

0.02%

Bullock Wealth Management Group

34.14K

Jun 30, 26

+34.14K

0.02%

DUNCKER STREETT & CO INC

33.93K

Jun 30, 26

+336

0.02%

Prosperity Planning, Inc.

33.87K

Jun 30, 26

-5.45K

0.02%

Ranch Capital Advisors Inc.

33.38K

Jun 30, 26

+492

0.02%

Farther Finance Advisors, LLC

32.88K

Jun 30, 26

+9.24K

0.02%

Diversify Advisory Services, LLC

32.79K

Jun 30, 26

+32.79K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

32.79K

Jun 30, 26

-4.82K

0.02%

HORAN Wealth, LLC

32.27K

Jun 30, 26

-1.84K

0.02%

Pure Financial Advisors, LLC

32.23K

Jun 30, 26

+650

0.02%

Brookstone Capital Management

32.19K

Jun 30, 26

+1.16K

0.02%

DecisionMap Wealth Management, LLC

32.18K

Jun 30, 26

+4.54K

0.02%

Schuylkill Financial LLC

32.18K

Jun 30, 26

+32.18K

0.02%

ADIRONDACK TRUST CO

31.81K

Jun 30, 26

-989

0.02%

OFS Enterprise LLC

31.11K

Jun 30, 26

0.02%

Vident Advisory, LLC

31.07K

Jun 30, 26

0.02%

FIRST INTERSTATE BANK

30.95K

Jun 30, 26

0.02%

BARRETT & COMPANY, INC.

30.89K

Jun 30, 26

-878

0.02%

DEARBORN PARTNERS LLC

30.72K

Jun 30, 26

+2.60K

0.02%

Rockefeller Capital Management L.P.

30.64K

Jun 30, 26

-3.36K

0.02%

Baird Financial Group, Inc.

30.63K

Jun 30, 26

+2.66K

0.02%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

30.52K

Jun 30, 26

-1.77K

0.02%

Roble, Belko & Company, Inc

30.29K

Jun 30, 26

+6.49K

0.02%

Advisory Services Network, LLC

29.99K

Jun 30, 26

+42

0.02%

Curbstone Financial Management Corp

29.87K

Jun 30, 26

0.02%

Foundations Investment Advisors, LLC

29.53K

Jun 30, 26

+4.58K

0.02%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

28.95K

Jun 30, 26

-620

0.02%

Walser Wealth Management Company, A Ltd Liability Co

28.57K

Jun 30, 26

+4.57K

0.02%

FOCUSED ALPHA, LLC

28.43K

Jun 30, 26

-4.36K

0.02%

Autumn Glory Partners, LLC

27.64K

Jun 30, 26

+44

0.02%

Avantax Planning Partners, Inc.

27.24K

Jun 30, 26

-1.28K

0.02%

Summit Wealth Partners, LLC

27.17K

Jun 30, 26

-425

0.02%

TABLEAUX LLC

27.04K

Jun 30, 26

-3.14K

0.02%

LITTLEJOHN FINANCIAL SERVICES, INC.

26.84K

Jun 30, 26

-9.36K

0.02%

LifePlan Financial, LLC

26.84K

Jun 30, 26

-28.08K

0.02%

Concurrent Investment Advisors, LLC

26.38K

Jun 30, 26

+26.38K

0.02%

SHUFRO ROSE & CO LLC

25.63K

Jun 30, 26

-1.22M

0.02%

Princeton Global Asset Management LLC

25.37K

Jun 30, 26

-637

0.02%

Stokes Family Office, LLC

24.76K

Jun 30, 26

-2.08K

0.02%

Gilbert & Cook, Inc.

24.31K

Jun 30, 26

0.02%

Jacobi Capital Management LLC

24.08K

Jun 30, 26

+7.93K

0.02%

Spire Wealth Management

23.61K

Jun 30, 26

0.02%

Freestone Capital Holdings, LLC

23.32K

Jun 30, 26

-15.47K

0.02%

TCG Advisory Services, LLC

23.27K

Jun 30, 26

+23.27K

0.02%

Ellis Investment Partners, LLC

22.81K

Jun 30, 26

+111

0.02%

Provenance Wealth Advisors, LLC

22.72K

Jun 30, 26

0.02%

Waverly Advisors, LLC

22.68K

Jun 30, 26

+2.70K

0.02%

American Trust

22.59K

Jun 30, 26

0.02%

Neuberger Berman Group LLC

22.20K

Jun 30, 26

0.02%

MARYLAND CAPITAL ADVISORS INC.

21.81K

Jun 30, 26

+21.81K

0.02%

Trust Point Inc.

21.44K

Jun 30, 26

+11.91K

0.01%

Strategic Blueprint, LLC

21.03K

Jun 30, 26

+4.13K

0.01%

Kingsview Wealth Management, LLC

20.96K

Jun 30, 26

+20.96K

0.01%

Helen Stephens Group, LLC

20.36K

Jun 30, 26

+11.24K

0.01%

FIFTH THIRD BANCORP

20.08K

Jun 30, 26

-8.36K

0.01%

Summit Asset Management, LLC

19.37K

Jun 30, 26

-1.25K

0.01%

Aptus Capital Advisors, LLC

19.35K

Jun 30, 26

+5.01K

0.01%

Lee Financial Co

19.33K

Jun 30, 26

0.01%

Sentinus, LLC

18.96K

Jun 30, 26

-3.21K

0.01%

S.E.E.D. Planning Group LLC

18.67K

Jun 30, 26

+18.67K

0.01%

Alliance Wealth Advisors, LLC /UT

18.52K

Jun 30, 26

-4.74K

0.01%

Klingman & Associates, LLC

18.41K

Jun 30, 26

0.01%

PRINCIPAL SECURITIES, INC.

18.24K

Jun 30, 26

+87

0.01%

Clearstead Trust, LLC

18.16K

Jun 30, 26

0.01%

Stockman Wealth Management, Inc.

17.82K

Jun 30, 26

+745

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

17.30K

Jun 30, 26

-5.50K

0.01%

KPP Advisory Services LLC

17.11K

Jun 30, 26

-500

0.01%

Mutual Advisors, LLC

16.65K

Jun 30, 26

-50

0.01%

Van Hulzen Asset Management, LLC

16.35K

Jun 30, 26

+473

0.01%

Avidian Wealth Solutions, LLC

16.25K

Jun 30, 26

+1.89K

0.01%

Migdal Insurance & Financial Holdings Ltd.

16.22K

Jun 30, 26

0.01%

WIREGRASS INVESTMENT MANAGEMENT LLC

15.70K

Jun 30, 26

0.01%

Pine Haven Investment Counsel, Inc

15.20K

Jun 30, 26

0.01%

Summit Financial, LLC

15.20K

Jun 30, 26

-3.83K

0.01%

Empirical Asset Management, LLC

15.13K

Jun 30, 26

0.01%

Walleye Partners, LLC

15.07K

Jun 30, 26

+150

0.01%

Ancora Advisors, LLC

14.66K

Jun 30, 26

0.01%

Old Mission Investment Co LLC

14.66K

Jun 30, 26

+14.66K

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

14.57K

Jun 30, 26

0.01%

Wealthspire Advisors, LLC

14.30K

Jun 30, 26

0.01%

Financial Advisory Corp

14.25K

Jun 30, 26

+141

0.01%

Koshinski Asset Management, Inc.

14.24K

Jun 30, 26

-1.30K

0.01%

Dorsey & Whitney Trust CO LLC

14.00K

Jun 30, 26

-4.00K

0.01%

Yoder Wealth Management, Inc.

13.85K

Jun 30, 26

+900

0.01%

Riverstone Advisors, LLC

13.83K

Jun 30, 26

-9.28K

0.01%

Wellington Shields & Co., LLC

13.78K

Jun 30, 26

-641

0.01%

American Money Management, LLC

13.72K

Jun 30, 26

-600

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

13.67K

Jun 30, 26

0.01%

Pensionmark Financial Group, LLC

13.31K

Jun 30, 26

-1.12K

0.01%

Cornerstone Wealth Management, LLC

13.31K

Jun 30, 26

0.01%

Cloud Capital Management, LLC

12.98K

Jun 30, 26

-5.50K

0.01%

CIBC Bancorp USA Inc.

12.95K

Jun 30, 26

+2.92K

0.01%

Lifeworks Advisors, LLC

12.79K

Jun 30, 26

+12.79K

0.01%

Prime Capital Investment Advisors, LLC

12.74K

Jun 30, 26

-35.08K

0.01%

COOPER/HAIMS ADVISORS, LLC

12.71K

Jun 30, 26

0.01%

Eldridge Investment Advisors, Inc.

12.65K

Jun 30, 26

-57.41K

0.01%

Ferguson Johnson Wealth Management Inc

12.59K

Jun 30, 26

0.01%

FOSTER DYKEMA CABOT & PARTNERS, LLC

12.50K

Jun 30, 26

0.01%

Fortune Financial Group, Inc.

12.47K

Jun 30, 26

-41

0.01%

Gradient Capital Advisors, LLC

12.31K

Jun 30, 26

0.01%

Murphy, Middleton, Hinkle & Parker, Inc.

12.26K

Jun 30, 26

0.01%

Trust Co

12.15K

Jun 30, 26

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

12.12K

Jun 30, 26

0.01%

Krilogy Financial LLC

12.10K

Jun 30, 26

-208.48K

0.01%

ALTERNA WEALTH MANAGEMENT, INC

12.04K

Jun 30, 26

-6.67K

0.01%

Meridian Wealth Management, LLC

11.95K

Jun 30, 26

-3.93K

0.01%

MEYER HANDELMAN CO

11.86K

Jun 30, 26

+11.86K

0.01%

HARBOUR INVESTMENTS, INC.

11.72K

Jun 30, 26

+112

0.01%

Csenge Advisory Group

11.72K

Jun 30, 26

-192

0.01%

Buttonwood Financial Advisors Inc.

11.66K

Jun 30, 26

0.01%

Bulltick Wealth Management, LLC

11.65K

Jun 30, 26

-83.78K

0.01%

AMG National Trust Bank

11.60K

Jun 30, 26

0.01%

PFG Private Wealth Management, LLC

11.58K

Jun 30, 26

0.01%

MIDLAND WEALTH ADVISORS LLC

11.03K

Jun 30, 26

+11.03K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

10.92K

Jun 30, 26

-10.89K

0.01%

SEEDS INVESTOR LLC

10.88K

Jun 30, 26

+873

0.01%

STAR Financial Bank

10.85K

Jun 30, 26

-1.09K

0.01%

OPPENHEIMER & CO INC

10.80K

Jun 30, 26

+282

0.01%

Eagle Strategies LLC

10.79K

Jun 30, 26

-494

0.01%

Greenspring Advisors, LLC

10.76K

Jun 30, 26

0.01%

BridgePort Financial Solutions, LLC

10.74K

Jun 30, 26

-4.74K

0.01%

Moors & Cabot, Inc.

10.72K

Jun 30, 26

+828

0.01%

Crusonia Wealth Advisors LLC

10.68K

Jun 30, 26

+1.65K

0.01%

Chicago Partners Investment Group LLC

10.67K

Jun 30, 26

+106

0.01%

Highland Financial Advisors, LLC

10.57K

Jun 30, 26

0.01%

Ledyard National Bank

10.51K

Jun 30, 26

0.01%

VestGen Advisors, LLC

10.51K

Jun 30, 26

+19

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

10.49K

Jun 30, 26

0.01%

Cornerstone Financial Group, LLC /NE/

10.40K

Jun 30, 26

+68

0.01%

SUMMITRY LLC

10.37K

Jun 30, 26

-4.59K

0.01%

Savant Capital, LLC

10.24K

Jun 30, 26

0.01%

Newman Dignan & Sheerar, Inc.

9.99K

Jun 30, 26

-2.77K

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

9.76K

Jun 30, 26

0.01%

Trinity Wealth Management, LLC

9.71K

Jun 30, 26

0.01%

SageView Advisory Group, LLC

9.64K

Jun 30, 26

0.01%

NOVEM GROUP

9.57K

Jun 30, 26

+95

0.01%

Aprio Wealth Management, LLC

9.53K

Jun 30, 26

-20.01K

0.01%

OneAscent Financial Services LLC

9.45K

Jun 30, 26

0.01%

GOLDMAN SACHS GROUP INC

9.42K

Jun 30, 26

-13.22K

0.01%

Cypress Wealth Services, LLC

9.40K

Jun 30, 26

0.01%

TWO SIGMA SECURITIES, LLC

9.35K

Jun 30, 26

+9.35K

0.01%

CERTIOR FINANCIAL GROUP, LLC

9.31K

Jun 30, 26

0.01%

BNP PARIBAS ARBITRAGE, SNC

9.19K

Jun 30, 26

+9.10K

0.01%

ONE PLUS ONE WEALTH MANAGEMENT, LLC

9.12K

Jun 30, 26

-4.32K

0.01%

Calamos Wealth Management LLC

9.06K

Jun 30, 26

0.01%

Summit Place Financial Advisors, LLC

9.00K

Jun 30, 26

+9.00K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

8.97K

Jun 30, 26

+8.97K

0.01%

DAVIS R M INC

8.83K

Jun 30, 26

+8.83K

0.01%

Journey Advisory Group, LLC

8.66K

Jun 30, 26

0.01%

MinichMacGregor Wealth Management, LLC

8.59K

Jun 30, 26

0.01%

Comprehensive Financial Consultants Institutional, Inc.

8.55K

Jun 30, 26

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

8.46K

Jun 30, 26

+17

0.01%

CHOREO, LLC

8.39K

Jun 30, 26

-534

0.01%

ALESCO ADVISORS LLC

8.32K

Jun 30, 26

0.01%

Adviser Investments LLC

8.28K

Jun 30, 26

0.01%

Bogart Wealth, LLC

8.02K

Jun 30, 26

0.01%

Asset Dedication, LLC

7.54K

Jun 30, 26

0.01%

FMR LLC

6.69K

Jun 30, 26

-202

0.00%

Coastline Trust Co

6.37K

Jun 30, 26

0.00%

AE Wealth Management LLC

6.05K

Jun 30, 26

+31

0.00%

TD Waterhouse Canada Inc.

5.79K

Jun 30, 26

-206

0.00%

PRIVATE TRUST CO NA

5.01K

Jun 30, 26

-65

0.00%

BANK OF MONTREAL /CAN/

4.70K

Jun 30, 26

-3.05K

0.00%

TOMPKINS FINANCIAL CORP

4.13K

Jun 30, 26

+4.13K

0.00%

CNB Bank

3.86K

Jun 30, 26

+157

0.00%

Physician Wealth Advisors, Inc.

3.82K

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

3.77K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

3.75K

Jun 30, 26

-4.08K

0.00%

Addison Advisors LLC

3.71K

Jun 30, 26

-435

0.00%

Align Financial, LLC

3.65K

Jun 30, 26

0.00%

NBH Bank

3.52K

Jun 30, 26

+3.52K

0.00%

Black Cypress Capital Management, LLC

3.50K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

3.42K

Jun 30, 26

-1.42K

0.00%

Truvestments Capital LLC

3.32K

Jun 30, 26

-1.99K

0.00%

Orion Capital Management LLC

3.30K

Jun 30, 26

0.00%

United Community Bank

3.24K

Jun 30, 26

-415

0.00%

Sarver Vrooman Wealth Advisors

3.04K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

3.00K

Jun 30, 26

0.00%

Bank of New Hampshire

3.00K

Jun 30, 26

-6.92K

0.00%

Napier Financial, LLC

2.84K

Jun 30, 26

+28

0.00%

VALLEY NATIONAL ADVISERS INC

2.58K

Jun 30, 26

0.00%

CVA Family Office, LLC

2.52K

Jun 30, 26

0.00%

AlphaCore Capital LLC

2.50K

Jun 30, 26

0.00%

BURKETT FINANCIAL SERVICES, LLC

2.38K

Jun 30, 26

+24

0.00%

Capital Investment Advisory Services, LLC

2.07K

Jun 30, 26

+2.07K

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

2.00K

Jun 30, 26

0.00%

Peck Wealth Management, LLC

2.00K

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

2.00K

Jun 30, 26

0.00%

MTM Investment Management, LLC

2.00K

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.67K

Jun 30, 26

0.00%

Robbins Farley

1.61K

Jun 30, 26

+32

0.00%

Legacy Bridge, LLC

1.39K

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

1.26K

Jun 30, 26

+1.26K

0.00%

JDM Financial Group LLC

1.25K

Jun 30, 26

-25.89K

0.00%

ASSETMARK, INC

1.18K

Jun 30, 26

-76

0.00%

Fairway Wealth LLC

1.16K

Jun 30, 26

+1.16K

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

1.07K

Jun 30, 26

0.00%

Hyposwiss Advisors SA

1.03K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.03K

Jun 30, 26

-1.10K

0.00%

Geneos Wealth Management Inc.

823

Jun 30, 26

0.00%

Three Bearings Fiduciary Advisors, Inc.

819

Jun 30, 26

0.00%

Colonial Trust Co / SC

800

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

793

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

713

Jun 30, 26

0.00%

Kennebec Savings Bank

665

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

511

Jun 30, 26

0.00%

Capital Analysts, LLC

485

Jun 30, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

457

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

439

Jun 30, 26

+439

0.00%

LOGAN CAPITAL MANAGEMENT INC

283

Jun 30, 26

+283

0.00%

SHP Wealth Management

275

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

166

Jun 30, 26

-2.76K

0.00%

BlackRock, Inc.

158

Jun 30, 26

-591.54K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

135

Jun 30, 26

+135

0.00%

HOEY INVESTMENTS, INC

120

Jun 30, 26

+120

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Summit Trail Advisors, LLC

Jun 30, 26

-12.80K

Paradigm, Strategies in Wealth Management, LLC

Jun 30, 26

-18.45K

DRIVE WEALTH MANAGEMENT, LLC

Jun 30, 26

-126.42K

Twin Cities Retirement Group LLC

Jun 30, 26

-35.87K

CALTON & ASSOCIATES, INC.

Jun 30, 26

-10.38K

Independent Advisor Alliance

Jun 30, 26

-74.03K

HB Wealth Management, LLC

Jun 30, 26

-38.88K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-2.00K

Kerntke Otto McGlone Wealth Management Group

Jun 30, 26

-11.29K

Golden State Equity Partners

Jun 30, 26

-7.80K

TABR Capital Management, LLC

Jun 30, 26

-995.43K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-1.80K

Maridea Wealth Management LLC

Jun 30, 26

-9.21K

EASTERN BANK

Jun 30, 26

-1.44K

Calamos Advisors LLC

Jun 30, 26

-9.06K

SOA Wealth Advisors, LLC.

Jun 30, 26

-1

Intentional Wealth Strategies, LLC

Jun 30, 26

-4.83K

Focus Financial Network, Inc.

Jun 30, 26

-16.35K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-393

BESSEMER GROUP INC

Jun 30, 26

-9.59K

NESTEGG ADVISORS, INC.

Jun 30, 26

-9.32K

Redwood Financial Network Corp

Jun 30, 26

-60.34K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-166

Western Wealth Management, LLC

Jun 30, 26

-3.71K

BALLAST ADVISORS LLC

Jun 30, 26

-7.21K

J. L. Bainbridge & Co., Inc.

Jun 30, 26

-9.15K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-8.56K

Boreal Capital Management LLC

Jun 30, 26

-1

Evergreen Wealth Partners LLC

Jun 30, 26

-13.01K

Gilbert Capital Group, Inc.

Jun 30, 26

-27.43K

Trust Co of Kansas

Jun 30, 26

-13.58K

4J Wealth Management LLC

Jun 30, 26

-83.93K

First PREMIER Bank

Jun 30, 26

-315

McGuire Investment Group, LLC

Jun 30, 26

-361.39K

FLOW TRADERS U.S. LLC

Jun 30, 26

-28.27K

CWM, LLC

676.93K

Mar 31, 26

+90.47K

0.47%

MOSELEY INVESTMENT MANAGEMENT INC

427.72K

Mar 31, 26

+16.59K

0.30%

Signature Wealth Management Group

232.15K

Mar 31, 26

-2.61K

0.16%

Leo Wealth, LLC

137.08K

Mar 31, 26

+1.41K

0.09%

Cherry Tree Wealth Management, LLC

29.37K

Mar 31, 26

-11.20K

0.02%

Silicon Valley Capital Partners

20.02K

Mar 31, 26

+135

0.01%

Sunbelt Securities, Inc.

13.64K

Mar 31, 26

0.01%

Horizons Wealth Management

10.68K

Mar 31, 26

-1.18K

0.01%

Bank of Jackson Hole Trust

3.52K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

3.17K

Mar 31, 26

+22

0.00%

ARCADIA INVESTMENT MANAGEMENT CORP/MI

1.50K

Mar 31, 26

0.00%

Austin Private Wealth, LLC

74.44K

Dec 31, 25

+314

0.05%

COMERICA BANK

40.72K

Dec 31, 25

-11.42K

0.03%

Oldfather Financial Services, LLC

31.11K

Dec 31, 25

0.02%

GPS Wealth Strategies Group, LLC

10.16K

Dec 31, 25

+10.16K

0.01%

CIBC Private Wealth Group, LLC

10.03K

Dec 31, 25

+337

0.01%

Stephens Consulting, LLC

1.54K

Dec 31, 25

+21

0.00%

Running Point Capital Advisors, LLC

621

Dec 31, 25

0.00%

Blue Barn Wealth, LLC

Dec 31, 25

-9.11K

Vishria Bird Financial Group, LLC

86.97K

Sep 30, 25

+86.97K

0.06%

FIRST NATIONAL CORP /MA/ /ADV

17.56K

Sep 30, 25

0.01%

L.M. KOHN & COMPANY

16.83K

Sep 30, 25

-507

0.01%

FULLCIRCLE WEALTH LLC

15.68K

Sep 30, 25

0.01%

Hemington Wealth Management

1.33K

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

286.07K

Jun 30, 25

-14.76K

0.20%

SUMMIT INVESTMENT ADVISORS, INC.

186.72K

Jun 30, 25

+8.25K

0.13%

Centricity Wealth Management, LLC

131.76K

Jun 30, 25

+3.44K

0.09%

Horan Securities, Inc.

40.09K

Jun 30, 25

+29

0.03%

AVANTAX ADVISORY SERVICES, INC.

29.57K

Jun 30, 25

-847

0.02%

Congress Wealth Management LLC / DE /

10.80K

Jun 30, 25

+10.80K

0.01%

Exchange Capital Management, Inc.

8.52K

Jun 30, 25

0.01%

First Horizon Advisors, Inc.

3.19K

Jun 30, 25

0.00%

Buffington Mohr McNeal

571.69K

Mar 31, 25

-24.92K

0.39%

Sandy Spring Bank

245.96K

Mar 31, 25

+8.74K

0.17%

Safeguard Financial, LLC

207.27K

Mar 31, 25

+41.47K

0.14%

Sabal Trust CO

160.58K

Mar 31, 25

+21.77K

0.11%

Orion Portfolio Solutions, LLC

91.61K

Mar 31, 25

+1.23K

0.06%

Spectrum Wealth Counsel, LLC

21.42K

Mar 31, 25

-2.63K

0.01%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-116

Executive Wealth Management, LLC

153.76K

Dec 31, 24

+41.15K

0.11%

Kades & Cheifetz LLC

17.74K

Dec 31, 24

+3.35K

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-3.96K

Raymond James Financial Services Advisors, Inc.

1.34M

Sep 30, 24

+71.79K

0.92%

RAYMOND JAMES & ASSOCIATES

561.61K

Sep 30, 24

-70.64K

0.39%

Gateway Advisory, LLC

441.73K

Sep 30, 24

+11.49K

0.30%

FinTrust Capital Advisors, LLC

235.86K

Sep 30, 24

+2.23K

0.16%

Platte River Wealth Advisors, LLC

183.12K

Sep 30, 24

-54.28K

0.13%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

62.18K

Sep 30, 24

0.04%

RAYMOND JAMES TRUST N.A.

19.91K

Sep 30, 24

+1.50K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

1.04M

Jun 30, 24

+249.78K

0.72%

BlackRock Inc.

146

Jun 30, 24

-1.19K

0.00%

InterOcean Capital Group, LLC

159.91K

Mar 31, 24

+9.98K

0.11%

Cetera Advisors LLC

86.36K

Mar 31, 24

+45.38K

0.06%

Cetera Advisor Networks LLC

22.04K

Mar 31, 24

+6.97K

0.02%

Strategic Wealth Partners Group LLC

759

Mar 31, 24

0.00%

Day & Ennis, LLC

29.47K

Dec 31, 23

+29

0.02%

WEALTHSOURCE PARTNERS, LLC

20.75K

Dec 31, 23

+20.75K

0.01%

Adroit Compliance, LLC

10.03K

Dec 31, 23

+10.03K

0.01%

Bartlett & Co. LLC

402

Dec 31, 23

-2.00K

0.00%

Sutton Wealth Advisors Inc.

2.17K

Sep 30, 23

+2.17K

0.00%

Kistler-Tiffany Companies, LLC

67.35K

Jun 30, 23

-24.30K

0.05%

LEO BROKERAGE, LLC

65.69K

Jun 30, 23

+45.56K

0.05%

BerganKDV Wealth Management, LLC

31.50K

Jun 30, 23

-948

0.02%

Vigilant Capital Management, LLC

7.80K

Jun 30, 23

-1.45K

0.01%

First National Bank of South Miami

Jun 30, 23

-850

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-1.48K

Cribstone Capital Management, LLC

103.53K

Dec 31, 22

+58.95K

0.07%

Sargent Bickham Lagudis LLC

8.73K

Dec 31, 22

+8.73K

0.01%

BRR OpCo, LLC

268.05K

Sep 30, 22

+268.05K

0.18%

Karp Capital Management Corp

231.40K

Sep 30, 22

-65.11K

0.16%

American Portfolios Advisors

204.77K

Sep 30, 22

+178.77K

0.14%

SWM Advisors

10.03K

Sep 30, 22

+10.03K

0.01%

Farmer Steven Patrick

848.21K

Jun 30, 22

+848.21K

0.59%

Fieldpoint Private Securities, LLC

20.70K

Jun 30, 22

0.01%

Azimuth Capital Management LLC

270.55K

Mar 31, 22

-18.26K

0.19%

MIRSKY FINANCIAL MANAGEMENT CORP.

10.45K

Dec 31, 21

+10.45K

0.01%

NEXT Financial Group, Inc

1.60K

Dec 31, 21

0.00%

Squar Milner Financial Services LLC

6.67K

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

32.61K

Dec 31, 19

+24.64K

0.02%

Advisor Group, Inc.

6.89K

Dec 31, 19

-2.39K

0.00%

BB&T SECURITIES, LLC

648.38K

Sep 30, 19

+648.38K

0.45%

BOSTON ADVISORS LLC

325.13K

Sep 30, 19

+325.13K

0.22%

Sound View Wealth Advisors, LLC

8.41K

Mar 31, 19

+8.41K

0.01%

Commonwealth Equity Services, Inc

88.04K

Jun 30, 17

+14

0.06%

Virtu KCG Holdings LLC

10.82K

Jun 30, 17

-23.21K

0.01%