iShares iBonds Dec 2027 Term Corporate ETF(IBDS)

$24.13—Stale · unknown old

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iShares iBonds Dec 2027 Term Corporate ETF(IBDS)

NYSE • Last print unknown ago

$24.13—Stale · unknown old

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IBDS(IBDS)

IBDS

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Institutional Ownership

Top 533 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	9.69M	Jun 30, 26	+422.76K	6.16%
MERCER GLOBAL ADVISORS INC /ADV	5.57M	Jun 30, 26	+365.67K	3.54%
MORGAN STANLEY	4.57M	Jun 30, 26	+171.91K	2.91%
Lido Advisors, LLC	4.37M	Jun 30, 26	-283.82K	2.78%
UBS Group AG	4.22M	Jun 30, 26	-44.18K	2.68%
HM PAYSON & CO	4.15M	Jun 30, 26	+18.75K	2.64%
RAYMOND JAMES FINANCIAL INC	3.76M	Jun 30, 26	+381.18K	2.39%
LPL Financial LLC	3.65M	Jun 30, 26	+215.10K	2.32%
Sound View Wealth Advisors Group, LLC	2.15M	Jun 30, 26	+101.64K	1.37%
Capital Investment Advisors, LLC	1.92M	Jun 30, 26	+156.52K	1.22%
AMERIPRISE FINANCIAL INC	1.91M	Jun 30, 26	+87.29K	1.21%
ROYAL BANK OF CANADA	1.65M	Jun 30, 26	-55.90K	1.05%
COMMONWEALTH EQUITY SERVICES, LLC	1.52M	Jun 30, 26	+37.50K	0.97%
CAPTRUST FINANCIAL ADVISORS	1.51M	Jun 30, 26	+56.16K	0.96%
Gratus Wealth Advisors, LLC	1.50M	Jun 30, 26	+36.31K	0.95%
Kathmere Capital Management, LLC	1.46M	Jun 30, 26	+93.47K	0.93%
WELLS FARGO & COMPANY/MN	1.46M	Jun 30, 26	-170.41K	0.93%
HOWLAND CAPITAL MANAGEMENT LLC	1.34M	Jun 30, 26	+67.07K	0.85%
SIGMA INVESTMENT COUNSELORS INC	1.33M	Jun 30, 26	+35.74K	0.85%
RVW Wealth, LLC	1.27M	Jun 30, 26	+54.40K	0.81%
TRUIST FINANCIAL CORP	1.18M	Jun 30, 26	+29.08K	0.75%
Kestra Advisory Services, LLC	1.16M	Jun 30, 26	+159.59K	0.74%
WOODMONT INVESTMENT COUNSEL LLC	1.06M	Jun 30, 26	-297.32K	0.68%
STIFEL FINANCIAL CORP	1.05M	Jun 30, 26	+34.16K	0.67%
Wick Capital Partners, LLC	1.02M	Jun 30, 26	+127.82K	0.65%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	973.91K	Jun 30, 26	-12.71K	0.62%
Klingman & Associates, LLC	959.57K	Jun 30, 26	-25.96K	0.61%
Colony Group, LLC	931.01K	Jun 30, 26	+174.88K	0.59%
HighTower Advisors, LLC	886.82K	Jun 30, 26	-928.98K	0.56%
MV CAPITAL MANAGEMENT, INC.	872.80K	Jun 30, 26	+15.22K	0.56%
Meiji Yasuda Life Insurance Co	866.00K	Jun 30, 26	+111.00K	0.55%
NewEdge Advisors, LLC	827.98K	Jun 30, 26	+70.90K	0.53%
BENJAMIN EDWARDS INC	818.43K	Jun 30, 26	+30.44K	0.52%
Summit Asset Management, LLC	787.75K	Jun 30, 26	+15.60K	0.50%
US BANCORP \DE\	775.76K	Jun 30, 26	+74.32K	0.49%
Glenview Trust Co	754.88K	Jun 30, 26	+15.21K	0.48%
Mesirow Financial Investment Management, Inc.	742.09K	Jun 30, 26	+2.69K	0.47%
SPINNAKER TRUST	732.00K	Jun 30, 26	+51.10K	0.47%
REBALANCE, LLC	714.29K	Jun 30, 26	-45.13K	0.45%
BlackRock, Inc.	702.21K	Jun 30, 26	+111.03K	0.45%
Stratos Wealth Partners, LTD.	699.96K	Jun 30, 26	+59.35K	0.45%
Sanctuary Advisors, LLC	671.27K	Jun 30, 26	+5.03K	0.43%
CENTRAL TRUST Co	632.85K	Jun 30, 26	+19.85K	0.40%
EP Wealth Advisors, LLC	624.89K	Jun 30, 26	+113.55K	0.40%
Strid Group, LLC	610.93K	Jun 30, 26	-3.22K	0.39%
LYELL WEALTH MANAGEMENT, LP	592.81K	Jun 30, 26	+36.13K	0.38%
NOVEM GROUP	588.29K	Jun 30, 26	+67.81K	0.37%
FIRST NATIONAL TRUST CO	583.71K	Jun 30, 26	+3.96K	0.37%
Northstar Group, Inc.	518.77K	Jun 30, 26	+35.67K	0.33%
Beacon Pointe Advisors, LLC	499.40K	Jun 30, 26	+15.59K	0.32%
Integrated Wealth Concepts LLC	498.35K	Jun 30, 26	+228.85K	0.32%
Venture Visionary Partners LLC	456.70K	Jun 30, 26	-116.15K	0.29%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	452.25K	Jun 30, 26	+826	0.29%
Allworth Financial LP	439.87K	Jun 30, 26	+41.55K	0.28%
McGuire Investment Group, LLC	416.99K	Jun 30, 26	+407.33K	0.27%
ENVESTNET ASSET MANAGEMENT INC	407.42K	Jun 30, 26	+83.76K	0.26%
Cornerstone Planning, LLC	406.65K	Jun 30, 26	+8.38K	0.26%
ARCADIA INVESTMENT ADVISORS LLC	393.50K	Jun 30, 26	+18.05K	0.25%
Janney Montgomery Scott LLC	381.85K	Jun 30, 26	+159.30K	0.24%
Merit Financial Group, LLC	381.29K	Jun 30, 26	+26.96K	0.24%
Global Retirement Partners, LLC	376.95K	Jun 30, 26	+376.95K	0.24%
Atria Investments, Inc	374.16K	Jun 30, 26	+39.70K	0.24%
Cetera Investment Advisers	373.55K	Jun 30, 26	+79.79K	0.24%
IFP Advisors, Inc	370.83K	Jun 30, 26	-4.93K	0.24%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	365.07K	Jun 30, 26	+85.91K	0.23%
Windsor Capital Management, LLC	363.90K	Jun 30, 26	-68.78K	0.23%
Peloton Wealth Strategists	360.32K	Jun 30, 26	+8.50K	0.23%
InvesTrust	353.84K	Jun 30, 26	+6.03K	0.23%
Miracle Mile Advisors, LLC	351.58K	Jun 30, 26	+20.58K	0.22%
Parallel Advisors, LLC	351.13K	Jun 30, 26	+67.47K	0.22%
Ironwood Financial, llc	350.54K	Jun 30, 26	+69.45K	0.22%
LEAVELL INVESTMENT MANAGEMENT, INC.	346.52K	Jun 30, 26	+32.88K	0.22%
EIGHT 31 FINANCIAL LLC	336.58K	Jun 30, 26	+7.46K	0.21%
Concurrent Investment Advisors, LLC	334.82K	Jun 30, 26	+334.82K	0.21%
Great Diamond Partners, LLC	323.68K	Jun 30, 26	+153.61K	0.21%
PFG Private Wealth Management, LLC	309.33K	Jun 30, 26	-28.72K	0.20%
LBMC INVESTMENT ADVISORS, LLC	299.70K	Jun 30, 26	+40.49K	0.19%
Kesler, Norman & Wride, LLC	298.24K	Jun 30, 26	-9.06K	0.19%
Creative Planning	294.64K	Jun 30, 26	-19.57K	0.19%
JONES FINANCIAL COMPANIES LLLP	293.81K	Jun 30, 26	+51.49K	0.19%
THRIVENT FINANCIAL FOR LUTHERANS	292.59K	Jun 30, 26	+46.21K	0.19%
Praetorian Wealth Management, Inc.	284.71K	Jun 30, 26	+1.45K	0.18%
Madden Advisory Services, Inc.	278.18K	Jun 30, 26	-2.38K	0.18%
Quantum Financial Advisors, LLC	271.74K	Jun 30, 26	+21.43K	0.17%
HAMEL ASSOCIATES, INC.	265.97K	Jun 30, 26	-6.70K	0.17%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	262.03K	Jun 30, 26	+60.94K	0.17%
4Thought Financial Group Inc.	261.33K	Jun 30, 26	+44.53K	0.17%
SAX WEALTH ADVISORS, LLC	260.06K	Jun 30, 26	+2.06K	0.17%
MCF Advisors LLC	254.90K	Jun 30, 26	+3.23K	0.16%
Atlantic Union Bankshares Corp	252.96K	Jun 30, 26	-12.25K	0.16%
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	249.89K	Jun 30, 26	+50.27K	0.16%
Winthrop Partners - WNY, LLC	246.23K	Jun 30, 26	+1.11K	0.16%
Snowden Capital Advisors LLC	245.95K	Jun 30, 26	+1.01K	0.16%
Cambridge Investment Research Advisors, Inc.	244.56K	Jun 30, 26	-18.64K	0.16%
Resources Investment Advisors, LLC.	242.49K	Jun 30, 26	-29.99K	0.15%
Valmark Advisers, Inc.	238.88K	Jun 30, 26	+52.82K	0.15%
Houlihan Financial Resource Group, Ltd.	238.73K	Jun 30, 26	+5.54K	0.15%
SONATA CAPITAL GROUP INC	237.11K	Jun 30, 26	+164	0.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	233.90K	Jun 30, 26	+13.64K	0.15%
Resonant Capital Advisors, LLC	233.35K	Jun 30, 26	--	0.15%
Guidance Point Advisors, LLC	233.20K	Jun 30, 26	+15.96K	0.15%
Crews Bank & Trust	226.39K	Jun 30, 26	+3.87K	0.14%
Heartland Bank & Trust Co	226.15K	Jun 30, 26	+18.24K	0.14%
Penobscot Investment Management Company, Inc.	223.13K	Jun 30, 26	+20.04K	0.14%
Prospera Financial Services Inc	222.04K	Jun 30, 26	+45.26K	0.14%
Krilogy Financial LLC	218.27K	Jun 30, 26	-4.67K	0.14%
ES4, LLC	217.90K	Jun 30, 26	+2.31K	0.14%
ARROW FINANCIAL CORP	209.53K	Jun 30, 26	-225.25K	0.13%
ADVISOR GROUP HOLDINGS, INC.	201.64K	Jun 30, 26	+31.19K	0.13%
FULTON BREAKEFIELD BROENNIMAN LLC	196.60K	Jun 30, 26	+6.71K	0.13%
HANCOCK WHITNEY CORP	192.73K	Jun 30, 26	+5	0.12%
Sowell Financial Services LLC	186.04K	Jun 30, 26	-16	0.12%
Robbins Farley	184.64K	Jun 30, 26	+11.85K	0.12%
10Elms LLP	183.99K	Jun 30, 26	+85.94K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	182.35K	Jun 30, 26	+38.25K	0.12%
Sightline Wealth Advisors, LLC	181.40K	Jun 30, 26	+40.80K	0.12%
Laurel Wealth Advisors LLC	176.08K	Jun 30, 26	+8.40K	0.11%
REGIONS FINANCIAL CORP	174.59K	Jun 30, 26	+3.35K	0.11%
PRECEDENT WEALTH PARTNERS, LLC	169.42K	Jun 30, 26	+23.79K	0.11%
Commonwealth Financial Services, LLC	164.71K	Jun 30, 26	-302.19K	0.10%
TLWM	163.53K	Jun 30, 26	-2.27K	0.10%
Covington Investment Advisors Inc.	163.37K	Jun 30, 26	+58.24K	0.10%
Evergreen Private Wealth LLC	156.82K	Jun 30, 26	+8.54K	0.10%
MONECO Advisors, LLC	155.94K	Jun 30, 26	-3.20K	0.10%
MEMBERS WEALTH LLC	152.80K	Jun 30, 26	+14.81K	0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC	145.52K	Jun 30, 26	+46.27K	0.09%
Foundation Wealth Management, LLC	141.31K	Jun 30, 26	+4.55K	0.09%
Stonebrook Private Inc.	137.98K	Jun 30, 26	+2.59K	0.09%
Mariner, LLC	132.75K	Jun 30, 26	+14.30K	0.08%
Fortis Capital Management LLC	131.64K	Jun 30, 26	+18.73K	0.08%
Integrated Advisors Network LLC	130.44K	Jun 30, 26	+9.17K	0.08%
HARBOR INVESTMENT ADVISORY, LLC	129.12K	Jun 30, 26	+7.29K	0.08%
JPMORGAN CHASE & CO	127.83K	Jun 30, 26	-116.84K	0.08%
Godshalk Welsh Capital Management, Inc.	126.58K	Jun 30, 26	+1.25K	0.08%
FIRST MANHATTAN CO. LLC.	121.83K	Jun 30, 26	+4.83K	0.08%
High Note Wealth, LLC	121.07K	Jun 30, 26	+60.50K	0.08%
LifePlan Financial, LLC	120.05K	Jun 30, 26	+2.93K	0.08%
Roble, Belko & Company, Inc	118.47K	Jun 30, 26	+35.10K	0.08%
CARY STREET PARTNERS FINANCIAL LLC	118.22K	Jun 30, 26	+9.95K	0.08%
TFR Capital, LLC.	118.09K	Jun 30, 26	-1.05K	0.08%
COWA, LLC	117.01K	Jun 30, 26	+21.70K	0.07%
ASSOCIATED BANC-CORP	115.12K	Jun 30, 26	+6.76K	0.07%
Breachway Investments LLC	114.76K	Jun 30, 26	-32.31K	0.07%
McGlone Suttner Wealth Management, Inc.	114.54K	Jun 30, 26	+10.18K	0.07%
WJ Wealth Management, LLC	113.76K	Jun 30, 26	-29.41K	0.07%
RIVERCHASE WEALTH MANAGEMENT, LLC	112.07K	Jun 30, 26	+1.37K	0.07%
Rossmore Private Capital	111.59K	Jun 30, 26	+1.48K	0.07%
MTM Investment Management, LLC	111.39K	Jun 30, 26	-3.38K	0.07%
Michael S. Ryan, Inc.	109.98K	Jun 30, 26	-568	0.07%
Centennial Advisors, LLC	104.96K	Jun 30, 26	+10.93K	0.07%
Cornell Pochily Investment Advisors, Inc.	104.83K	Jun 30, 26	-82.20K	0.07%
Foundry Financial Group, Inc.	104.16K	Jun 30, 26	+491	0.07%
Hills Bank & Trust Co	102.98K	Jun 30, 26	+51.54K	0.07%
Modern Wealth Management, LLC	102.22K	Jun 30, 26	-155.81K	0.07%
HARBOR ADVISORY CORP /MA/	100.83K	Jun 30, 26	+17.40K	0.06%
Evergreen Wealth Solutions, LLC	100.13K	Jun 30, 26	-13.66K	0.06%
SMITH, MOORE & CO.	95.53K	Jun 30, 26	-5.40K	0.06%
CABOT WEALTH MANAGEMENT INC	92.43K	Jun 30, 26	+17.19K	0.06%
AssuredPartners Investment Advisors, LLC	92.17K	Jun 30, 26	+3.90K	0.06%
Chesley Taft & Associates LLC	91.11K	Jun 30, 26	+1.73K	0.06%
Keeler THomas Management LLC	89.40K	Jun 30, 26	-10.97K	0.06%
FORVIS Wealth Advisors, LLC	88.51K	Jun 30, 26	--	0.06%
Sequoia Financial Advisors, LLC	88.22K	Jun 30, 26	--	0.06%
Wealthstar Advisors, LLC	87.83K	Jun 30, 26	-276	0.06%
Equitable Holdings, Inc.	87.16K	Jun 30, 26	-170.05K	0.06%
IFG Advisory, LLC	86.97K	Jun 30, 26	+86.97K	0.06%
FIFTH THIRD BANCORP	86.83K	Jun 30, 26	+3.67K	0.06%
FourThought Financial Partners, LLC	86.21K	Jun 30, 26	+13.74K	0.05%
Round Rock Advisors, LLC	85.86K	Jun 30, 26	-940	0.05%
Probity Advisors, Inc.	84.09K	Jun 30, 26	-64.47K	0.05%
Granite Harbor Advisors, Inc.	81.48K	Jun 30, 26	-3.65K	0.05%
Farther Finance Advisors, LLC	79.80K	Jun 30, 26	+45.08K	0.05%
Klaas Financial Asset Advisors, LLC	78.27K	Jun 30, 26	+1.30K	0.05%
PHILLIPS FINANCIAL MANAGEMENT, LLC	77.38K	Jun 30, 26	--	0.05%
First Fiduciary Investment Counsel, Inc.	76.09K	Jun 30, 26	+205	0.05%
New England Private Wealth Advisors LLC	75.87K	Jun 30, 26	+725	0.05%
OLD MISSION CAPITAL LLC	75.18K	Jun 30, 26	+75.18K	0.05%
BARRETT & COMPANY, INC.	74.33K	Jun 30, 26	+11.23K	0.05%
WRAPMANAGER INC	73.15K	Jun 30, 26	-7.67K	0.05%
Montecito Bank & Trust	72.98K	Jun 30, 26	+281	0.05%
Clearstead Advisors, LLC	70.55K	Jun 30, 26	-1.66K	0.04%
Segment Wealth Management, LLC	69.83K	Jun 30, 26	+8.36K	0.04%
HALLMARK CAPITAL MANAGEMENT INC	68.92K	Jun 30, 26	-2.58K	0.04%
Conrad Siegel Investment Advisors, Inc.	68.52K	Jun 30, 26	+574	0.04%
WealthTrust Axiom LLC	68.50K	Jun 30, 26	--	0.04%
SIGNATUREFD, LLC	67.32K	Jun 30, 26	+13.84K	0.04%
Bullock Wealth Management Group	65.21K	Jun 30, 26	+65.21K	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	64.55K	Jun 30, 26	-9.26K	0.04%
BEACON FINANCIAL GROUP	63.73K	Jun 30, 26	-13.14K	0.04%
Cartesian Growth Corp	63.50K	Jun 30, 26	--	0.04%
Arcataur Capital Management LLC	62.42K	Jun 30, 26	-205	0.04%
Princeton Global Asset Management LLC	61.53K	Jun 30, 26	-4	0.04%
Cove Private Wealth, LLC	61.00K	Jun 30, 26	+29.00K	0.04%
MOSAIC FAMILY WEALTH PARTNERS, LLC	60.58K	Jun 30, 26	+12.07K	0.04%
CITADEL ADVISORS LLC	59.52K	Jun 30, 26	+59.52K	0.04%
Cannon Financial Strategists, Inc.	58.87K	Jun 30, 26	+385	0.04%
DAVENPORT & Co LLC	58.06K	Jun 30, 26	-84	0.04%
GOULD ASSET MANAGEMENT LLC /CA/	57.97K	Jun 30, 26	+1.02K	0.04%
Reliant Wealth Planning	57.20K	Jun 30, 26	+640	0.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC	56.81K	Jun 30, 26	-660	0.04%
Jacobi Capital Management LLC	56.67K	Jun 30, 26	+10.03K	0.04%
JAMES INVESTMENT RESEARCH INC	56.33K	Jun 30, 26	-2.10K	0.04%
Bank of New York Mellon Corp	56.30K	Jun 30, 26	+2.03K	0.04%
Addison Advisors LLC	55.31K	Jun 30, 26	-47.53K	0.04%
Diversify Advisory Services, LLC	54.81K	Jun 30, 26	+54.81K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	54.81K	Jun 30, 26	+6.88K	0.03%
MidFirst Bank	54.66K	Jun 30, 26	-860	0.03%
Element Wealth, LLC	52.06K	Jun 30, 26	-634	0.03%
J.W. COLE ADVISORS, INC.	51.90K	Jun 30, 26	-7.12K	0.03%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	49.71K	Jun 30, 26	+4.60K	0.03%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	49.54K	Jun 30, 26	+4.86K	0.03%
BLUE SQUARE ASSET MANAGEMENT, LLC	48.88K	Jun 30, 26	-546	0.03%
Beaumont Financial Advisors, LLC	48.39K	Jun 30, 26	-1.17K	0.03%
WESBANCO BANK INC	48.07K	Jun 30, 26	--	0.03%
Farmers National Bank	47.72K	Jun 30, 26	+512	0.03%
Balentine LLC	47.47K	Jun 30, 26	+446	0.03%
Archford Capital Strategies, LLC	47.30K	Jun 30, 26	-2.90K	0.03%
ADIRONDACK TRUST CO	46.84K	Jun 30, 26	+14	0.03%
Rockefeller Capital Management L.P.	46.47K	Jun 30, 26	-2.47K	0.03%
Jefferson Bridge Capital, LLC	45.90K	Jun 30, 26	-14.24K	0.03%
Helen Stephens Group, LLC	45.19K	Jun 30, 26	+36.09K	0.03%
Paradigm, Strategies in Wealth Management, LLC	44.52K	Jun 30, 26	-10.75K	0.03%
SUMMITRY LLC	43.48K	Jun 30, 26	+22.72K	0.03%
Foundations Investment Advisors, LLC	43.39K	Jun 30, 26	+9.22K	0.03%
Cerity Partners LLC	42.44K	Jun 30, 26	-17.54K	0.03%
Steward Partners Investment Advisory, LLC	42.40K	Jun 30, 26	+6.33K	0.03%
Mayflower Financial Advisors, LLC	42.35K	Jun 30, 26	--	0.03%
CGN Advisors LLC	41.85K	Jun 30, 26	-1.49K	0.03%
DUDLEY CAPITAL MANAGEMENT, LLC	41.10K	Jun 30, 26	-1.07K	0.03%
Timber Creek Capital Management LLC	40.60K	Jun 30, 26	+1.66K	0.03%
Private Advisor Group, LLC	40.40K	Jun 30, 26	-62.22K	0.03%
Walser Wealth Management Company, A Ltd Liability Co	38.92K	Jun 30, 26	+9.27K	0.02%
Gilbert Capital Group, Inc.	38.84K	Jun 30, 26	-571	0.02%
Weaver Consulting Group	38.53K	Jun 30, 26	+411	0.02%
Physician Wealth Advisors, Inc.	38.33K	Jun 30, 26	+31.50K	0.02%
Kerntke Otto McGlone Wealth Management Group	37.51K	Jun 30, 26	+4.02K	0.02%
Stokes Family Office, LLC	35.78K	Jun 30, 26	+4.92K	0.02%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	35.32K	Jun 30, 26	-1.24K	0.02%
FIRST INTERSTATE BANK	35.21K	Jun 30, 26	--	0.02%
Johnson Bixby & Associates, LLC	35.12K	Jun 30, 26	+263	0.02%
Accretive Wealth Partners, LLC	34.28K	Jun 30, 26	+145	0.02%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	33.90K	Jun 30, 26	-128	0.02%
Wealthspire Advisors, LLC	33.74K	Jun 30, 26	--	0.02%
Baird Financial Group, Inc.	33.49K	Jun 30, 26	+3.15K	0.02%
DUNCKER STREETT & CO INC	33.48K	Jun 30, 26	+354	0.02%
Brookstone Capital Management	32.93K	Jun 30, 26	+652	0.02%
Black Swift Group, LLC	32.83K	Jun 30, 26	+16.07K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	32.50K	Jun 30, 26	+3.79K	0.02%
DecisionMap Wealth Management, LLC	32.50K	Jun 30, 26	+2.69K	0.02%
BEACON FINANCIAL PLANNING, INC	32.49K	Jun 30, 26	+16.55K	0.02%
HORAN Wealth, LLC	32.28K	Jun 30, 26	-1.88K	0.02%
StoneX Group Inc.	32.23K	Jun 30, 26	+5.61K	0.02%
MGO ONE SEVEN LLC	32.21K	Jun 30, 26	-2.11K	0.02%
ALTERNA WEALTH MANAGEMENT, INC	32.15K	Jun 30, 26	-4.51K	0.02%
FOCUSED ALPHA, LLC	32.14K	Jun 30, 26	-1.98K	0.02%
OPPENHEIMER & CO INC	32.04K	Jun 30, 26	-6.25K	0.02%
Schuylkill Financial LLC	32.03K	Jun 30, 26	+32.03K	0.02%
Wealth Advisory Solutions, LLC	31.80K	Jun 30, 26	+7.59K	0.02%
Neuberger Berman Group LLC	31.42K	Jun 30, 26	+3.06K	0.02%
Summit Wealth Group, LLC	30.92K	Jun 30, 26	+3.14K	0.02%
Pure Financial Advisors, LLC	30.21K	Jun 30, 26	+1.26K	0.02%
Autumn Glory Partners, LLC	30.13K	Jun 30, 26	+2.53K	0.02%
Advisory Services Network, LLC	30.10K	Jun 30, 26	+575	0.02%
FIDUCIARY FINANCIAL ADVISORS	29.64K	Jun 30, 26	+29.64K	0.02%
ADG Wealth Management Group, LLC	29.19K	Jun 30, 26	-132	0.02%
Seneca House Advisors	28.69K	Jun 30, 26	+1.56K	0.02%
DEARBORN PARTNERS LLC	28.43K	Jun 30, 26	+2.61K	0.02%
Northwest Bancshares, Inc.	27.98K	Jun 30, 26	-3.64K	0.02%
Straight Path Wealth Management	27.91K	Jun 30, 26	+6.02K	0.02%
Migdal Insurance & Financial Holdings Ltd.	27.73K	Jun 30, 26	-3.65K	0.02%
TABLEAUX LLC	27.26K	Jun 30, 26	-3.05K	0.02%
TD Waterhouse Canada Inc.	26.59K	Jun 30, 26	-210	0.02%
Atwater Malick LLC	26.27K	Jun 30, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.25K	Jun 30, 26	+26.25K	0.02%
Van Hulzen Asset Management, LLC	26.20K	Jun 30, 26	+2.40K	0.02%
Koshinski Asset Management, Inc.	25.77K	Jun 30, 26	+1.17K	0.02%
Prosperity Planning, Inc.	24.75K	Jun 30, 26	-616	0.02%
Trust Point Inc.	24.64K	Jun 30, 26	+15.07K	0.02%
Bank of New Hampshire	24.55K	Jun 30, 26	-7.72K	0.02%
Hurley Capital, LLC	24.49K	Jun 30, 26	+741	0.02%
Walleye Partners, LLC	24.36K	Jun 30, 26	-15.49K	0.02%
Summit Wealth Partners, LLC	24.19K	Jun 30, 26	--	0.02%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	23.71K	Jun 30, 26	-10.30K	0.02%
HRT FINANCIAL LP	23.62K	Jun 30, 26	+23.62K	0.02%
Gilbert & Cook, Inc.	23.49K	Jun 30, 26	--	0.01%
Spire Wealth Management	23.27K	Jun 30, 26	+500	0.01%
American Trust	22.55K	Jun 30, 26	--	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	22.48K	Jun 30, 26	-1.66K	0.01%
Provenance Wealth Advisors, LLC	22.03K	Jun 30, 26	--	0.01%
Dorsey & Whitney Trust CO LLC	22.00K	Jun 30, 26	-4.00K	0.01%
Belpointe Asset Management LLC	21.51K	Jun 30, 26	-967	0.01%
MML INVESTORS SERVICES, LLC	21.32K	Jun 30, 26	+2.45K	0.01%
Indivisible Partners	20.55K	Jun 30, 26	+20.55K	0.01%
Waverly Advisors, LLC	20.34K	Jun 30, 26	+4.36K	0.01%
Spartan Wealth Advisory Services LLC	20.03K	Jun 30, 26	-1.68K	0.01%
Freestone Capital Holdings, LLC	20.00K	Jun 30, 26	-15.44K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	19.69K	Jun 30, 26	-30.24K	0.01%
Ancora Advisors, LLC	19.60K	Jun 30, 26	+2	0.01%
Lee Financial Co	19.43K	Jun 30, 26	--	0.01%
S.E.E.D. Planning Group LLC	18.68K	Jun 30, 26	+18.68K	0.01%
WIREGRASS INVESTMENT MANAGEMENT LLC	18.50K	Jun 30, 26	--	0.01%
Curbstone Financial Management Corp	18.49K	Jun 30, 26	--	0.01%
Alliance Wealth Advisors, LLC /UT	18.47K	Jun 30, 26	-4.78K	0.01%
Clearstead Trust, LLC	18.14K	Jun 30, 26	--	0.01%
J. L. Bainbridge & Co., Inc.	17.83K	Jun 30, 26	+4.50K	0.01%
FF Advisors,LLC	17.83K	Jun 30, 26	-70.32K	0.01%
SHUFRO ROSE & CO LLC	17.73K	Jun 30, 26	-442	0.01%
American Money Management, LLC	17.73K	Jun 30, 26	-69	0.01%
Kingsview Wealth Management, LLC	17.67K	Jun 30, 26	+17.67K	0.01%
Avidian Wealth Solutions, LLC	17.63K	Jun 30, 26	+1.45K	0.01%
CVA Family Office, LLC	17.57K	Jun 30, 26	--	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	17.38K	Jun 30, 26	--	0.01%
Sentinus, LLC	17.24K	Jun 30, 26	-1.46K	0.01%
SIMON QUICK ADVISORS, LLC	17.06K	Jun 30, 26	--	0.01%
Kastel Capital Advisors, LLC	17.00K	Jun 30, 26	+71	0.01%
Crusonia Wealth Advisors LLC	16.85K	Jun 30, 26	+1.96K	0.01%
Old Mission Investment Co LLC	16.66K	Jun 30, 26	+16.66K	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	16.64K	Jun 30, 26	--	0.01%
Moors & Cabot, Inc.	16.63K	Jun 30, 26	+1.24K	0.01%
Livet Wealth, LLC	16.54K	Jun 30, 26	-2.11K	0.01%
Summit Trail Advisors, LLC	16.35K	Jun 30, 26	+3.55K	0.01%
Lifeworks Advisors, LLC	16.32K	Jun 30, 26	+16.32K	0.01%
Financial Advisory Corp	16.17K	Jun 30, 26	+988	0.01%
Advisor OS, LLC	15.95K	Jun 30, 26	+4.34K	0.01%
Mutual Advisors, LLC	15.78K	Jun 30, 26	+146	0.01%
Newman Dignan & Sheerar, Inc.	15.77K	Jun 30, 26	-537	0.01%
MIDLAND WEALTH ADVISORS LLC	15.52K	Jun 30, 26	+6.47K	0.01%
Pine Haven Investment Counsel, Inc	15.20K	Jun 30, 26	--	0.01%
TCG Advisory Services, LLC	15.04K	Jun 30, 26	+15.04K	0.01%
1900 WEALTH MANAGEMENT LLC	14.52K	Jun 30, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	14.35K	Jun 30, 26	+685	0.01%
KPP Advisory Services LLC	14.32K	Jun 30, 26	-40	0.01%
Scott Capital Advisors, LLC	14.26K	Jun 30, 26	+14.26K	0.01%
Betterment LLC	14.21K	Jun 30, 26	+1.76K	0.01%
Summit Financial, LLC	14.07K	Jun 30, 26	-6.40K	0.01%
Eagle Strategies LLC	14.05K	Jun 30, 26	-594	0.01%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	13.77K	Jun 30, 26	--	0.01%
MEITAV INVESTMENT HOUSE LTD	13.75K	Jun 30, 26	-2.63K	0.01%
HENGEHOLD CAPITAL MANAGEMENT LLC	13.74K	Jun 30, 26	-537	0.01%
Prime Capital Investment Advisors, LLC	13.67K	Jun 30, 26	-35.59K	0.01%
Ledyard National Bank	13.64K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	13.56K	Jun 30, 26	-1.58K	0.01%
Ferguson Johnson Wealth Management Inc	13.45K	Jun 30, 26	--	0.01%
Gradient Capital Advisors, LLC	13.02K	Jun 30, 26	--	0.01%
CAPITAL ADVISORS INC/OK	12.65K	Jun 30, 26	-1.92M	0.01%
Yoder Wealth Management, Inc.	12.50K	Jun 30, 26	+300	0.01%
Next Level Wealth Planning, LLC	12.39K	Jun 30, 26	+1.02K	0.01%
United Community Bank	12.24K	Jun 30, 26	-335	0.01%
Fortune Financial Group, Inc.	12.22K	Jun 30, 26	-1.19K	0.01%
Berkshire Money Management, Inc.	12.21K	Jun 30, 26	+12.21K	0.01%
Sarver Vrooman Wealth Advisors	12.17K	Jun 30, 26	-17	0.01%
Cyr Financial Inc.	12.16K	Jun 30, 26	+12.16K	0.01%
Meredith Wealth Planning	12.12K	Jun 30, 26	+128	0.01%
GAMMA Investing LLC	11.93K	Jun 30, 26	+7.13K	0.01%
CIBC Bancorp USA Inc.	11.89K	Jun 30, 26	+11.89K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11.69K	Jun 30, 26	-1.00K	0.01%
SageView Advisory Group, LLC	11.66K	Jun 30, 26	--	0.01%
Csenge Advisory Group	11.39K	Jun 30, 26	+4	0.01%
Cornerstone Financial Group, LLC /NE/	11.32K	Jun 30, 26	+80	0.01%
Meridian Wealth Management, LLC	11.16K	Jun 30, 26	-714	0.01%
BridgePort Financial Solutions, LLC	10.96K	Jun 30, 26	-1.85K	0.01%
SEEDS INVESTOR LLC	10.94K	Jun 30, 26	+869	0.01%
HANOVER ADVISORS INC	10.94K	Jun 30, 26	+442	0.01%
COOPER/HAIMS ADVISORS, LLC	10.73K	Jun 30, 26	--	0.01%
Chicago Partners Investment Group LLC	10.65K	Jun 30, 26	+112	0.01%
Highland Financial Advisors, LLC	10.61K	Jun 30, 26	--	0.01%
MARYLAND CAPITAL ADVISORS INC.	10.50K	Jun 30, 26	+10.50K	0.01%
NAPLES GLOBAL ADVISORS, LLC	10.49K	Jun 30, 26	-40	0.01%
Avantax Planning Partners, Inc.	10.45K	Jun 30, 26	--	0.01%
Greenspring Advisors, LLC	10.32K	Jun 30, 26	--	0.01%
PSI Advisors, LLC	10.15K	Jun 30, 26	--	0.01%
Briggs Wealth Management, Inc	9.94K	Jun 30, 26	--	0.01%
FMR LLC	9.78K	Jun 30, 26	-2.15K	0.01%
Geneos Wealth Management Inc.	9.62K	Jun 30, 26	--	0.01%
BRYN MAWR TRUST Co	9.60K	Jun 30, 26	--	0.01%
Aprio Wealth Management, LLC	9.55K	Jun 30, 26	-22.09K	0.01%
Aptus Capital Advisors, LLC	9.26K	Jun 30, 26	+3.50K	0.01%
Daybright Advisory Services, Inc.	9.13K	Jun 30, 26	+128	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	9.07K	Jun 30, 26	+7	0.01%
Riverstone Advisors, LLC	8.97K	Jun 30, 26	-369	0.01%
Cypress Wealth Services, LLC	8.87K	Jun 30, 26	--	0.01%
Talisman Wealth Advisors LLC	8.84K	Jun 30, 26	+8.84K	0.01%
PRIVATE TRUST CO NA	8.72K	Jun 30, 26	-2.71K	0.01%
CALTON & ASSOCIATES, INC.	8.68K	Jun 30, 26	+8.68K	0.01%
MinichMacGregor Wealth Management, LLC	8.63K	Jun 30, 26	--	0.01%
Empirical Asset Management, LLC	8.63K	Jun 30, 26	--	0.01%
BALLAST ADVISORS LLC	8.57K	Jun 30, 26	+2.40K	0.01%
DAVIS R M INC	8.57K	Jun 30, 26	+8.57K	0.01%
SENTINEL PENSION ADVISORS INC	8.56K	Jun 30, 26	+120	0.01%
SCOTIA CAPITAL INC.	8.50K	Jun 30, 26	--	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	8.50K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	8.49K	Jun 30, 26	+4.34K	0.01%
STAR Financial Bank	8.48K	Jun 30, 26	-1.09K	0.01%
Baltimore-Washington Financial Advisors, Inc.	8.38K	Jun 30, 26	+8.38K	0.01%
CHOREO, LLC	8.38K	Jun 30, 26	-531	0.01%
ALESCO ADVISORS LLC	8.35K	Jun 30, 26	--	0.01%
Bogart Wealth, LLC	8.05K	Jun 30, 26	-235	0.01%
Front Row Advisors LLC	7.85K	Jun 30, 26	+2.00K	0.00%
Ashton Thomas Private Wealth, LLC	6.96K	Jun 30, 26	+800	0.00%
Anchor Bay Capital, Inc.	6.63K	Jun 30, 26	+6.63K	0.00%
Trust Co	6.52K	Jun 30, 26	-415	0.00%
Hyposwiss Advisors SA	6.34K	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	6.11K	Jun 30, 26	+6.11K	0.00%
Black Cypress Capital Management, LLC	5.80K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	4.55K	Jun 30, 26	--	0.00%
Coastline Trust Co	4.38K	Jun 30, 26	--	0.00%
Align Financial, LLC	4.28K	Jun 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	4.25K	Jun 30, 26	+4.25K	0.00%
CNB Bank	3.86K	Jun 30, 26	+158	0.00%
HHM Wealth Advisors, LLC	3.75K	Jun 30, 26	--	0.00%
NBH Bank	3.52K	Jun 30, 26	+3.52K	0.00%
Truvestments Capital LLC	3.33K	Jun 30, 26	-1.98K	0.00%
Orion Capital Management LLC	3.30K	Jun 30, 26	--	0.00%
Asset Dedication, LLC	3.25K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	3.17K	Jun 30, 26	--	0.00%
Napier Financial, LLC	2.87K	Jun 30, 26	+31	0.00%
BARCLAYS PLC	2.73K	Jun 30, 26	--	0.00%
BURKETT FINANCIAL SERVICES, LLC	2.13K	Jun 30, 26	-272	0.00%
Birchwood Financial Partners, Inc.	2.11K	Jun 30, 26	+22	0.00%
Capital Investment Advisory Services, LLC	2.08K	Jun 30, 26	+2.08K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.00K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1.84K	Jun 30, 26	+1.05K	0.00%
Miller Global Investments, LLC	1.62K	Jun 30, 26	--	0.00%
Legacy Bridge, LLC	1.37K	Jun 30, 26	-50	0.00%
JDM Financial Group LLC	1.36K	Jun 30, 26	+1.36K	0.00%
ASSETMARK, INC	1.34K	Jun 30, 26	+31	0.00%
Fairway Wealth LLC	1.16K	Jun 30, 26	+1.16K	0.00%
EASTERN BANK	1.15K	Jun 30, 26	+130	0.00%
Three Bearings Fiduciary Advisors, Inc.	1.02K	Jun 30, 26	--	0.00%
MOTCO	989	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	922	Jun 30, 26	+922	0.00%
ARMSTRONG ADVISORY GROUP, INC	855	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	822	Jun 30, 26	+9	0.00%
Colonial Trust Co / SC	800	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	715	Jun 30, 26	--	0.00%
Bradley & Co. Private Wealth Management, LLC	628	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	620	Jun 30, 26	-3.73K	0.00%
First PREMIER Bank	315	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	137	Jun 30, 26	+137	0.00%
HAZLETT, BURT & WATSON, INC.	103	Jun 30, 26	-734	0.00%
HOEY INVESTMENTS, INC	90	Jun 30, 26	+90	0.00%
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-92	--
DRIVE WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-63.48K	--
First International Bank of Israel Ltd.	--	Jun 30, 26	-419.40K	--
THREADGILL FINANCIAL, LLC	--	Jun 30, 26	-1.42M	--
Pensionmark Financial Group, LLC	--	Jun 30, 26	-9.13K	--
Twin Cities Retirement Group LLC	--	Jun 30, 26	-39.15K	--
Independent Advisor Alliance	--	Jun 30, 26	-79.08K	--
TABR Capital Management, LLC	--	Jun 30, 26	-990.46K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-2.00K	--
ROMANO BROTHERS AND COMPANY	--	Jun 30, 26	-41.13K	--
Maridea Wealth Management LLC	--	Jun 30, 26	-9.20K	--
Golden State Equity Partners	--	Jun 30, 26	-3.50K	--
Medallion Wealth Advisors, LLC	--	Jun 30, 26	-730	--
DARA CAPITAL US, INC.	--	Jun 30, 26	-37.06K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-1.78K	--
Farnam Financial LLC	--	Jun 30, 26	-14.39K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-5.24K	--
CX Institutional	--	Jun 30, 26	-575	--
Knights of Columbus Asset Advisors LLC	--	Jun 30, 26	-3.66K	--
BESSEMER GROUP INC	--	Jun 30, 26	-9.67K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-31.21K	--
4J Wealth Management LLC	--	Jun 30, 26	-46.62K	--
Redwood Financial Network Corp	--	Jun 30, 26	-52.60K	--
Western Wealth Management, LLC	--	Jun 30, 26	-4.72K	--
WHITENER CAPITAL MANAGEMENT, INC.	--	Jun 30, 26	-9.40K	--
M3 Advisory Group, LLC	--	Jun 30, 26	-9.15K	--
Arnold Financial Planning LLC	--	Jun 30, 26	-10.00K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Jun 30, 26	-7.46K	--
Boreal Capital Management LLC	--	Jun 30, 26	-1	--
Evergreen Wealth Partners LLC	--	Jun 30, 26	-13.12K	--
Trust Co of Kansas	--	Jun 30, 26	-15.02K	--
CWM, LLC	582.17K	Mar 31, 26	+82.39K	0.37%
Signature Wealth Management Group	259.93K	Mar 31, 26	-392	0.17%
Leo Wealth, LLC	203.31K	Mar 31, 26	+5.72K	0.13%
Cherry Tree Wealth Management, LLC	171.19K	Mar 31, 26	-2.86K	0.11%
Horizons Wealth Management	11.28K	Mar 31, 26	+1.05K	0.01%
Bank of Jackson Hole Trust	3.52K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	2.70K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	2.59K	Mar 31, 26	+18	0.00%
Austin Private Wealth, LLC	60.05K	Dec 31, 25	+318	0.04%
COMERICA BANK	48.25K	Dec 31, 25	+7.00K	0.03%
CIBC Private Wealth Group, LLC	2.79K	Dec 31, 25	+337	0.00%
Stephens Consulting, LLC	1.55K	Dec 31, 25	+23	0.00%
Vishria Bird Financial Group, LLC	408.78K	Sep 30, 25	+408.78K	0.26%
FULLCIRCLE WEALTH LLC	13.38K	Sep 30, 25	--	0.01%
Hemington Wealth Management	1.33K	Sep 30, 25	--	0.00%
SUMMIT INVESTMENT ADVISORS, INC.	262.38K	Jun 30, 25	+9.91K	0.17%
Centricity Wealth Management, LLC	203.15K	Jun 30, 25	+21.50K	0.13%
Horan Securities, Inc.	40.15K	Jun 30, 25	-2	0.03%
AVANTAX ADVISORY SERVICES, INC.	18.97K	Jun 30, 25	+1.53K	0.01%
Exchange Capital Management, Inc.	8.44K	Jun 30, 25	--	0.01%
First Horizon Advisors, Inc.	8.39K	Jun 30, 25	--	0.01%
Sandy Spring Bank	249.43K	Mar 31, 25	+10.46K	0.16%
Safeguard Financial, LLC	169.13K	Mar 31, 25	+38.94K	0.11%
Buffington Mohr McNeal	164.70K	Mar 31, 25	+85.54K	0.10%
Sabal Trust CO	159.26K	Mar 31, 25	+19.97K	0.10%
Orion Portfolio Solutions, LLC	57.63K	Mar 31, 25	+11.09K	0.04%
Spectrum Wealth Counsel, LLC	21.52K	Mar 31, 25	-2.38K	0.01%
CAROLINAS WEALTH CONSULTING LLC	--	Mar 31, 25	-114	--
Executive Wealth Management, LLC	157.59K	Dec 31, 24	+41.31K	0.10%
Kades & Cheifetz LLC	17.58K	Dec 31, 24	+17.58K	0.01%
Private Portfolio Partners LLC	8.50K	Dec 31, 24	--	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-336	--
Raymond James Financial Services Advisors, Inc.	1.83M	Sep 30, 24	+83.79K	1.16%
RAYMOND JAMES & ASSOCIATES	654.28K	Sep 30, 24	+40.87K	0.42%
Gateway Advisory, LLC	626.43K	Sep 30, 24	+22.92K	0.40%
Platte River Wealth Advisors, LLC	198.30K	Sep 30, 24	-37.99K	0.13%
FinTrust Capital Advisors, LLC	58.25K	Sep 30, 24	+6.93K	0.04%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	27.86K	Sep 30, 24	--	0.02%
RAYMOND JAMES TRUST N.A.	19.56K	Sep 30, 24	+2.28K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	355.28K	Jun 30, 24	+41.07K	0.23%
BlackRock Inc.	144	Jun 30, 24	-1.19K	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	121.81K	Mar 31, 24	+9.40K	0.08%
Cetera Advisors LLC	51.20K	Mar 31, 24	+26.35K	0.03%
InterOcean Capital Group, LLC	31.07K	Mar 31, 24	+4.32K	0.02%
Cetera Advisor Networks LLC	22.56K	Mar 31, 24	+7.01K	0.01%
Bartlett & Co. LLC	2.50K	Dec 31, 23	--	0.00%
Sutton Wealth Advisors Inc.	536	Sep 30, 23	+536	0.00%
LEO BROKERAGE, LLC	48.01K	Jun 30, 23	+48.01K	0.03%
Kistler-Tiffany Companies, LLC	11.95K	Jun 30, 23	-11.63K	0.01%
BerganKDV Wealth Management, LLC	11.86K	Jun 30, 23	+1.72K	0.01%
Vigilant Capital Management, LLC	8.84K	Jun 30, 23	-1.05K	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-1.44K	--
Sargent Bickham Lagudis LLC	123.70K	Dec 31, 22	+122.96K	0.08%
Cribstone Capital Management, LLC	15.86K	Dec 31, 22	+12.26K	0.01%
BRR OpCo, LLC	274.80K	Sep 30, 22	+274.80K	0.17%
American Portfolios Advisors	26.59K	Sep 30, 22	+21.14K	0.02%
Farmer Steven Patrick	443.80K	Jun 30, 22	+443.80K	0.28%
Fieldpoint Private Securities, LLC	4.53K	Jun 30, 22	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.38K	Dec 31, 19	+1.20K	0.00%
Advisor Group, Inc.	5.68K	Dec 31, 19	-1.91K	0.00%
BOSTON ADVISORS LLC	14.26K	Sep 30, 19	+610	0.01%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

9.69M

Jun 30, 26

+422.76K

6.16%

MERCER GLOBAL ADVISORS INC /ADV

5.57M

Jun 30, 26

+365.67K

3.54%

MORGAN STANLEY

4.57M

Jun 30, 26

+171.91K

2.91%

Lido Advisors, LLC

4.37M

Jun 30, 26

-283.82K

2.78%

UBS Group AG

4.22M

Jun 30, 26

-44.18K

2.68%

HM PAYSON & CO

4.15M

Jun 30, 26

+18.75K

2.64%

RAYMOND JAMES FINANCIAL INC

3.76M

Jun 30, 26

+381.18K

2.39%

LPL Financial LLC

3.65M

Jun 30, 26

+215.10K

2.32%

Sound View Wealth Advisors Group, LLC

2.15M

Jun 30, 26

+101.64K

1.37%

Capital Investment Advisors, LLC

1.92M

Jun 30, 26

+156.52K

1.22%

AMERIPRISE FINANCIAL INC

1.91M

Jun 30, 26

+87.29K

1.21%

ROYAL BANK OF CANADA

1.65M

Jun 30, 26

-55.90K

1.05%

COMMONWEALTH EQUITY SERVICES, LLC

1.52M

Jun 30, 26

+37.50K

0.97%

CAPTRUST FINANCIAL ADVISORS

1.51M

Jun 30, 26

+56.16K

0.96%

Gratus Wealth Advisors, LLC

1.50M

Jun 30, 26

+36.31K

0.95%

Kathmere Capital Management, LLC

1.46M

Jun 30, 26

+93.47K

0.93%

WELLS FARGO & COMPANY/MN

1.46M

Jun 30, 26

-170.41K

0.93%

HOWLAND CAPITAL MANAGEMENT LLC

1.34M

Jun 30, 26

+67.07K

0.85%

SIGMA INVESTMENT COUNSELORS INC

1.33M

Jun 30, 26

+35.74K

0.85%

RVW Wealth, LLC

1.27M

Jun 30, 26

+54.40K

0.81%

TRUIST FINANCIAL CORP

1.18M

Jun 30, 26

+29.08K

0.75%

Kestra Advisory Services, LLC

1.16M

Jun 30, 26

+159.59K

0.74%

WOODMONT INVESTMENT COUNSEL LLC

1.06M

Jun 30, 26

-297.32K

0.68%

STIFEL FINANCIAL CORP

1.05M

Jun 30, 26

+34.16K

0.67%

Wick Capital Partners, LLC

1.02M

Jun 30, 26

+127.82K

0.65%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

973.91K

Jun 30, 26

-12.71K

0.62%

Klingman & Associates, LLC

959.57K

Jun 30, 26

-25.96K

0.61%

Colony Group, LLC

931.01K

Jun 30, 26

+174.88K

0.59%

HighTower Advisors, LLC

886.82K

Jun 30, 26

-928.98K

0.56%

MV CAPITAL MANAGEMENT, INC.

872.80K

Jun 30, 26

+15.22K

0.56%

Meiji Yasuda Life Insurance Co

866.00K

Jun 30, 26

+111.00K

0.55%

NewEdge Advisors, LLC

827.98K

Jun 30, 26

+70.90K

0.53%

BENJAMIN EDWARDS INC

818.43K

Jun 30, 26

+30.44K

0.52%

Summit Asset Management, LLC

787.75K

Jun 30, 26

+15.60K

0.50%

US BANCORP \DE\

775.76K

Jun 30, 26

+74.32K

0.49%

Glenview Trust Co

754.88K

Jun 30, 26

+15.21K

0.48%

Mesirow Financial Investment Management, Inc.

742.09K

Jun 30, 26

+2.69K

0.47%

SPINNAKER TRUST

732.00K

Jun 30, 26

+51.10K

0.47%

REBALANCE, LLC

714.29K

Jun 30, 26

-45.13K

0.45%

BlackRock, Inc.

702.21K

Jun 30, 26

+111.03K

0.45%

Stratos Wealth Partners, LTD.

699.96K

Jun 30, 26

+59.35K

0.45%

Sanctuary Advisors, LLC

671.27K

Jun 30, 26

+5.03K

0.43%

CENTRAL TRUST Co

632.85K

Jun 30, 26

+19.85K

0.40%

EP Wealth Advisors, LLC

624.89K

Jun 30, 26

+113.55K

0.40%

Strid Group, LLC

610.93K

Jun 30, 26

-3.22K

0.39%

LYELL WEALTH MANAGEMENT, LP

592.81K

Jun 30, 26

+36.13K

0.38%

NOVEM GROUP

588.29K

Jun 30, 26

+67.81K

0.37%

FIRST NATIONAL TRUST CO

583.71K

Jun 30, 26

+3.96K

0.37%

Northstar Group, Inc.

518.77K

Jun 30, 26

+35.67K

0.33%

Beacon Pointe Advisors, LLC

499.40K

Jun 30, 26

+15.59K

0.32%

Integrated Wealth Concepts LLC

498.35K

Jun 30, 26

+228.85K

0.32%

Venture Visionary Partners LLC

456.70K

Jun 30, 26

-116.15K

0.29%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

452.25K

Jun 30, 26

+826

0.29%

Allworth Financial LP

439.87K

Jun 30, 26

+41.55K

0.28%

McGuire Investment Group, LLC

416.99K

Jun 30, 26

+407.33K

0.27%

ENVESTNET ASSET MANAGEMENT INC

407.42K

Jun 30, 26

+83.76K

0.26%

Cornerstone Planning, LLC

406.65K

Jun 30, 26

+8.38K

0.26%

ARCADIA INVESTMENT ADVISORS LLC

393.50K

Jun 30, 26

+18.05K

0.25%

Janney Montgomery Scott LLC

381.85K

Jun 30, 26

+159.30K

0.24%

Merit Financial Group, LLC

381.29K

Jun 30, 26

+26.96K

0.24%

Global Retirement Partners, LLC

376.95K

Jun 30, 26

+376.95K

0.24%

Atria Investments, Inc

374.16K

Jun 30, 26

+39.70K

0.24%

Cetera Investment Advisers

373.55K

Jun 30, 26

+79.79K

0.24%

IFP Advisors, Inc

370.83K

Jun 30, 26

-4.93K

0.24%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

365.07K

Jun 30, 26

+85.91K

0.23%

Windsor Capital Management, LLC

363.90K

Jun 30, 26

-68.78K

0.23%

Peloton Wealth Strategists

360.32K

Jun 30, 26

+8.50K

0.23%

InvesTrust

353.84K

Jun 30, 26

+6.03K

0.23%

Miracle Mile Advisors, LLC

351.58K

Jun 30, 26

+20.58K

0.22%

Parallel Advisors, LLC

351.13K

Jun 30, 26

+67.47K

0.22%

Ironwood Financial, llc

350.54K

Jun 30, 26

+69.45K

0.22%

LEAVELL INVESTMENT MANAGEMENT, INC.

346.52K

Jun 30, 26

+32.88K

0.22%

EIGHT 31 FINANCIAL LLC

336.58K

Jun 30, 26

+7.46K

0.21%

Concurrent Investment Advisors, LLC

334.82K

Jun 30, 26

+334.82K

0.21%

Great Diamond Partners, LLC

323.68K

Jun 30, 26

+153.61K

0.21%

PFG Private Wealth Management, LLC

309.33K

Jun 30, 26

-28.72K

0.20%

LBMC INVESTMENT ADVISORS, LLC

299.70K

Jun 30, 26

+40.49K

0.19%

Kesler, Norman & Wride, LLC

298.24K

Jun 30, 26

-9.06K

0.19%

Creative Planning

294.64K

Jun 30, 26

-19.57K

0.19%

JONES FINANCIAL COMPANIES LLLP

293.81K

Jun 30, 26

+51.49K

0.19%

THRIVENT FINANCIAL FOR LUTHERANS

292.59K

Jun 30, 26

+46.21K

0.19%

Praetorian Wealth Management, Inc.

284.71K

Jun 30, 26

+1.45K

0.18%

Madden Advisory Services, Inc.

278.18K

Jun 30, 26

-2.38K

0.18%

Quantum Financial Advisors, LLC

271.74K

Jun 30, 26

+21.43K

0.17%

HAMEL ASSOCIATES, INC.

265.97K

Jun 30, 26

-6.70K

0.17%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

262.03K

Jun 30, 26

+60.94K

0.17%

4Thought Financial Group Inc.

261.33K

Jun 30, 26

+44.53K

0.17%

SAX WEALTH ADVISORS, LLC

260.06K

Jun 30, 26

+2.06K

0.17%

MCF Advisors LLC

254.90K

Jun 30, 26

+3.23K

0.16%

Atlantic Union Bankshares Corp

252.96K

Jun 30, 26

-12.25K

0.16%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

249.89K

Jun 30, 26

+50.27K

0.16%

Winthrop Partners - WNY, LLC

246.23K

Jun 30, 26

+1.11K

0.16%

Snowden Capital Advisors LLC

245.95K

Jun 30, 26

+1.01K

0.16%

Cambridge Investment Research Advisors, Inc.

244.56K

Jun 30, 26

-18.64K

0.16%

Resources Investment Advisors, LLC.

242.49K

Jun 30, 26

-29.99K

0.15%

Valmark Advisers, Inc.

238.88K

Jun 30, 26

+52.82K

0.15%

Houlihan Financial Resource Group, Ltd.

238.73K

Jun 30, 26

+5.54K

0.15%

SONATA CAPITAL GROUP INC

237.11K

Jun 30, 26

+164

0.15%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

233.90K

Jun 30, 26

+13.64K

0.15%

Resonant Capital Advisors, LLC

233.35K

Jun 30, 26

0.15%

Guidance Point Advisors, LLC

233.20K

Jun 30, 26

+15.96K

0.15%

Crews Bank & Trust

226.39K

Jun 30, 26

+3.87K

0.14%

Heartland Bank & Trust Co

226.15K

Jun 30, 26

+18.24K

0.14%

Penobscot Investment Management Company, Inc.

223.13K

Jun 30, 26

+20.04K

0.14%

Prospera Financial Services Inc

222.04K

Jun 30, 26

+45.26K

0.14%

Krilogy Financial LLC

218.27K

Jun 30, 26

-4.67K

0.14%

ES4, LLC

217.90K

Jun 30, 26

+2.31K

0.14%

ARROW FINANCIAL CORP

209.53K

Jun 30, 26

-225.25K

0.13%

ADVISOR GROUP HOLDINGS, INC.

201.64K

Jun 30, 26

+31.19K

0.13%

FULTON BREAKEFIELD BROENNIMAN LLC

196.60K

Jun 30, 26

+6.71K

0.13%

HANCOCK WHITNEY CORP

192.73K

Jun 30, 26

0.12%

Sowell Financial Services LLC

186.04K

Jun 30, 26

-16

0.12%

Robbins Farley

184.64K

Jun 30, 26

+11.85K

0.12%

10Elms LLP

183.99K

Jun 30, 26

+85.94K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

182.35K

Jun 30, 26

+38.25K

0.12%

Sightline Wealth Advisors, LLC

181.40K

Jun 30, 26

+40.80K

0.12%

Laurel Wealth Advisors LLC

176.08K

Jun 30, 26

+8.40K

0.11%

REGIONS FINANCIAL CORP

174.59K

Jun 30, 26

+3.35K

0.11%

PRECEDENT WEALTH PARTNERS, LLC

169.42K

Jun 30, 26

+23.79K

0.11%

Commonwealth Financial Services, LLC

164.71K

Jun 30, 26

-302.19K

0.10%

TLWM

163.53K

Jun 30, 26

-2.27K

0.10%

Covington Investment Advisors Inc.

163.37K

Jun 30, 26

+58.24K

0.10%

Evergreen Private Wealth LLC

156.82K

Jun 30, 26

+8.54K

0.10%

MONECO Advisors, LLC

155.94K

Jun 30, 26

-3.20K

0.10%

MEMBERS WEALTH LLC

152.80K

Jun 30, 26

+14.81K

0.10%

KESTRA PRIVATE WEALTH SERVICES, LLC

145.52K

Jun 30, 26

+46.27K

0.09%

Foundation Wealth Management, LLC

141.31K

Jun 30, 26

+4.55K

0.09%

Stonebrook Private Inc.

137.98K

Jun 30, 26

+2.59K

0.09%

Mariner, LLC

132.75K

Jun 30, 26

+14.30K

0.08%

Fortis Capital Management LLC

131.64K

Jun 30, 26

+18.73K

0.08%

Integrated Advisors Network LLC

130.44K

Jun 30, 26

+9.17K

0.08%

HARBOR INVESTMENT ADVISORY, LLC

129.12K

Jun 30, 26

+7.29K

0.08%

JPMORGAN CHASE & CO

127.83K

Jun 30, 26

-116.84K

0.08%

Godshalk Welsh Capital Management, Inc.

126.58K

Jun 30, 26

+1.25K

0.08%

FIRST MANHATTAN CO. LLC.

121.83K

Jun 30, 26

+4.83K

0.08%

High Note Wealth, LLC

121.07K

Jun 30, 26

+60.50K

0.08%

LifePlan Financial, LLC

120.05K

Jun 30, 26

+2.93K

0.08%

Roble, Belko & Company, Inc

118.47K

Jun 30, 26

+35.10K

0.08%

CARY STREET PARTNERS FINANCIAL LLC

118.22K

Jun 30, 26

+9.95K

0.08%

TFR Capital, LLC.

118.09K

Jun 30, 26

-1.05K

0.08%

COWA, LLC

117.01K

Jun 30, 26

+21.70K

0.07%

ASSOCIATED BANC-CORP

115.12K

Jun 30, 26

+6.76K

0.07%

Breachway Investments LLC

114.76K

Jun 30, 26

-32.31K

0.07%

McGlone Suttner Wealth Management, Inc.

114.54K

Jun 30, 26

+10.18K

0.07%

WJ Wealth Management, LLC

113.76K

Jun 30, 26

-29.41K

0.07%

RIVERCHASE WEALTH MANAGEMENT, LLC

112.07K

Jun 30, 26

+1.37K

0.07%

Rossmore Private Capital

111.59K

Jun 30, 26

+1.48K

0.07%

MTM Investment Management, LLC

111.39K

Jun 30, 26

-3.38K

0.07%

Michael S. Ryan, Inc.

109.98K

Jun 30, 26

-568

0.07%

Centennial Advisors, LLC

104.96K

Jun 30, 26

+10.93K

0.07%

Cornell Pochily Investment Advisors, Inc.

104.83K

Jun 30, 26

-82.20K

0.07%

Foundry Financial Group, Inc.

104.16K

Jun 30, 26

+491

0.07%

Hills Bank & Trust Co

102.98K

Jun 30, 26

+51.54K

0.07%

Modern Wealth Management, LLC

102.22K

Jun 30, 26

-155.81K

0.07%

HARBOR ADVISORY CORP /MA/

100.83K

Jun 30, 26

+17.40K

0.06%

Evergreen Wealth Solutions, LLC

100.13K

Jun 30, 26

-13.66K

0.06%

SMITH, MOORE & CO.

95.53K

Jun 30, 26

-5.40K

0.06%

CABOT WEALTH MANAGEMENT INC

92.43K

Jun 30, 26

+17.19K

0.06%

AssuredPartners Investment Advisors, LLC

92.17K

Jun 30, 26

+3.90K

0.06%

Chesley Taft & Associates LLC

91.11K

Jun 30, 26

+1.73K

0.06%

Keeler THomas Management LLC

89.40K

Jun 30, 26

-10.97K

0.06%

FORVIS Wealth Advisors, LLC

88.51K

Jun 30, 26

0.06%

Sequoia Financial Advisors, LLC

88.22K

Jun 30, 26

0.06%

Wealthstar Advisors, LLC

87.83K

Jun 30, 26

-276

0.06%

Equitable Holdings, Inc.

87.16K

Jun 30, 26

-170.05K

0.06%

IFG Advisory, LLC

86.97K

Jun 30, 26

+86.97K

0.06%

FIFTH THIRD BANCORP

86.83K

Jun 30, 26

+3.67K

0.06%

FourThought Financial Partners, LLC

86.21K

Jun 30, 26

+13.74K

0.05%

Round Rock Advisors, LLC

85.86K

Jun 30, 26

-940

0.05%

Probity Advisors, Inc.

84.09K

Jun 30, 26

-64.47K

0.05%

Granite Harbor Advisors, Inc.

81.48K

Jun 30, 26

-3.65K

0.05%

Farther Finance Advisors, LLC

79.80K

Jun 30, 26

+45.08K

0.05%

Klaas Financial Asset Advisors, LLC

78.27K

Jun 30, 26

+1.30K

0.05%

PHILLIPS FINANCIAL MANAGEMENT, LLC

77.38K

Jun 30, 26

0.05%

First Fiduciary Investment Counsel, Inc.

76.09K

Jun 30, 26

+205

0.05%

New England Private Wealth Advisors LLC

75.87K

Jun 30, 26

+725

0.05%

OLD MISSION CAPITAL LLC

75.18K

Jun 30, 26

+75.18K

0.05%

BARRETT & COMPANY, INC.

74.33K

Jun 30, 26

+11.23K

0.05%

WRAPMANAGER INC

73.15K

Jun 30, 26

-7.67K

0.05%

Montecito Bank & Trust

72.98K

Jun 30, 26

+281

0.05%

Clearstead Advisors, LLC

70.55K

Jun 30, 26

-1.66K

0.04%

Segment Wealth Management, LLC

69.83K

Jun 30, 26

+8.36K

0.04%

HALLMARK CAPITAL MANAGEMENT INC

68.92K

Jun 30, 26

-2.58K

0.04%

Conrad Siegel Investment Advisors, Inc.

68.52K

Jun 30, 26

+574

0.04%

WealthTrust Axiom LLC

68.50K

Jun 30, 26

0.04%

SIGNATUREFD, LLC

67.32K

Jun 30, 26

+13.84K

0.04%

Bullock Wealth Management Group

65.21K

Jun 30, 26

+65.21K

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

64.55K

Jun 30, 26

-9.26K

0.04%

BEACON FINANCIAL GROUP

63.73K

Jun 30, 26

-13.14K

0.04%

Cartesian Growth Corp

63.50K

Jun 30, 26

0.04%

Arcataur Capital Management LLC

62.42K

Jun 30, 26

-205

0.04%

Princeton Global Asset Management LLC

61.53K

Jun 30, 26

-4

0.04%

Cove Private Wealth, LLC

61.00K

Jun 30, 26

+29.00K

0.04%

MOSAIC FAMILY WEALTH PARTNERS, LLC

60.58K

Jun 30, 26

+12.07K

0.04%

CITADEL ADVISORS LLC

59.52K

Jun 30, 26

+59.52K

0.04%

Cannon Financial Strategists, Inc.

58.87K

Jun 30, 26

+385

0.04%

DAVENPORT & Co LLC

58.06K

Jun 30, 26

-84

0.04%

GOULD ASSET MANAGEMENT LLC /CA/

57.97K

Jun 30, 26

+1.02K

0.04%

Reliant Wealth Planning

57.20K

Jun 30, 26

+640

0.04%

ONE PLUS ONE WEALTH MANAGEMENT, LLC

56.81K

Jun 30, 26

-660

0.04%

Jacobi Capital Management LLC

56.67K

Jun 30, 26

+10.03K

0.04%

JAMES INVESTMENT RESEARCH INC

56.33K

Jun 30, 26

-2.10K

0.04%

Bank of New York Mellon Corp

56.30K

Jun 30, 26

+2.03K

0.04%

Addison Advisors LLC

55.31K

Jun 30, 26

-47.53K

0.04%

Diversify Advisory Services, LLC

54.81K

Jun 30, 26

+54.81K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

54.81K

Jun 30, 26

+6.88K

0.03%

MidFirst Bank

54.66K

Jun 30, 26

-860

0.03%

Element Wealth, LLC

52.06K

Jun 30, 26

-634

0.03%

J.W. COLE ADVISORS, INC.

51.90K

Jun 30, 26

-7.12K

0.03%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

49.71K

Jun 30, 26

+4.60K

0.03%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

49.54K

Jun 30, 26

+4.86K

0.03%

BLUE SQUARE ASSET MANAGEMENT, LLC

48.88K

Jun 30, 26

-546

0.03%

Beaumont Financial Advisors, LLC

48.39K

Jun 30, 26

-1.17K

0.03%

WESBANCO BANK INC

48.07K

Jun 30, 26

0.03%

Farmers National Bank

47.72K

Jun 30, 26

+512

0.03%

Balentine LLC

47.47K

Jun 30, 26

+446

0.03%

Archford Capital Strategies, LLC

47.30K

Jun 30, 26

-2.90K

0.03%

ADIRONDACK TRUST CO

46.84K

Jun 30, 26

+14

0.03%

Rockefeller Capital Management L.P.

46.47K

Jun 30, 26

-2.47K

0.03%

Jefferson Bridge Capital, LLC

45.90K

Jun 30, 26

-14.24K

0.03%

Helen Stephens Group, LLC

45.19K

Jun 30, 26

+36.09K

0.03%

Paradigm, Strategies in Wealth Management, LLC

44.52K

Jun 30, 26

-10.75K

0.03%

SUMMITRY LLC

43.48K

Jun 30, 26

+22.72K

0.03%

Foundations Investment Advisors, LLC

43.39K

Jun 30, 26

+9.22K

0.03%

Cerity Partners LLC

42.44K

Jun 30, 26

-17.54K

0.03%

Steward Partners Investment Advisory, LLC

42.40K

Jun 30, 26

+6.33K

0.03%

Mayflower Financial Advisors, LLC

42.35K

Jun 30, 26

0.03%

CGN Advisors LLC

41.85K

Jun 30, 26

-1.49K

0.03%

DUDLEY CAPITAL MANAGEMENT, LLC

41.10K

Jun 30, 26

-1.07K

0.03%

Timber Creek Capital Management LLC

40.60K

Jun 30, 26

+1.66K

0.03%

Private Advisor Group, LLC

40.40K

Jun 30, 26

-62.22K

0.03%

Walser Wealth Management Company, A Ltd Liability Co

38.92K

Jun 30, 26

+9.27K

0.02%

Gilbert Capital Group, Inc.

38.84K

Jun 30, 26

-571

0.02%

Weaver Consulting Group

38.53K

Jun 30, 26

+411

0.02%

Physician Wealth Advisors, Inc.

38.33K

Jun 30, 26

+31.50K

0.02%

Kerntke Otto McGlone Wealth Management Group

37.51K

Jun 30, 26

+4.02K

0.02%

Stokes Family Office, LLC

35.78K

Jun 30, 26

+4.92K

0.02%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

35.32K

Jun 30, 26

-1.24K

0.02%

FIRST INTERSTATE BANK

35.21K

Jun 30, 26

0.02%

Johnson Bixby & Associates, LLC

35.12K

Jun 30, 26

+263

0.02%

Accretive Wealth Partners, LLC

34.28K

Jun 30, 26

+145

0.02%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

33.90K

Jun 30, 26

-128

0.02%

Wealthspire Advisors, LLC

33.74K

Jun 30, 26

0.02%

Baird Financial Group, Inc.

33.49K

Jun 30, 26

+3.15K

0.02%

DUNCKER STREETT & CO INC

33.48K

Jun 30, 26

+354

0.02%

Brookstone Capital Management

32.93K

Jun 30, 26

+652

0.02%

Black Swift Group, LLC

32.83K

Jun 30, 26

+16.07K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

32.50K

Jun 30, 26

+3.79K

0.02%

DecisionMap Wealth Management, LLC

32.50K

Jun 30, 26

+2.69K

0.02%

BEACON FINANCIAL PLANNING, INC

32.49K

Jun 30, 26

+16.55K

0.02%

HORAN Wealth, LLC

32.28K

Jun 30, 26

-1.88K

0.02%

StoneX Group Inc.

32.23K

Jun 30, 26

+5.61K

0.02%

MGO ONE SEVEN LLC

32.21K

Jun 30, 26

-2.11K

0.02%

ALTERNA WEALTH MANAGEMENT, INC

32.15K

Jun 30, 26

-4.51K

0.02%

FOCUSED ALPHA, LLC

32.14K

Jun 30, 26

-1.98K

0.02%

OPPENHEIMER & CO INC

32.04K

Jun 30, 26

-6.25K

0.02%

Schuylkill Financial LLC

32.03K

Jun 30, 26

+32.03K

0.02%

Wealth Advisory Solutions, LLC

31.80K

Jun 30, 26

+7.59K

0.02%

Neuberger Berman Group LLC

31.42K

Jun 30, 26

+3.06K

0.02%

Summit Wealth Group, LLC

30.92K

Jun 30, 26

+3.14K

0.02%

Pure Financial Advisors, LLC

30.21K

Jun 30, 26

+1.26K

0.02%

Autumn Glory Partners, LLC

30.13K

Jun 30, 26

+2.53K

0.02%

Advisory Services Network, LLC

30.10K

Jun 30, 26

+575

0.02%

FIDUCIARY FINANCIAL ADVISORS

29.64K

Jun 30, 26

+29.64K

0.02%

ADG Wealth Management Group, LLC

29.19K

Jun 30, 26

-132

0.02%

Seneca House Advisors

28.69K

Jun 30, 26

+1.56K

0.02%

DEARBORN PARTNERS LLC

28.43K

Jun 30, 26

+2.61K

0.02%

Northwest Bancshares, Inc.

27.98K

Jun 30, 26

-3.64K

0.02%

Straight Path Wealth Management

27.91K

Jun 30, 26

+6.02K

0.02%

Migdal Insurance & Financial Holdings Ltd.

27.73K

Jun 30, 26

-3.65K

0.02%

TABLEAUX LLC

27.26K

Jun 30, 26

-3.05K

0.02%

TD Waterhouse Canada Inc.

26.59K

Jun 30, 26

-210

0.02%

Atwater Malick LLC

26.27K

Jun 30, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.25K

Jun 30, 26

+26.25K

0.02%

Van Hulzen Asset Management, LLC

26.20K

Jun 30, 26

+2.40K

0.02%

Koshinski Asset Management, Inc.

25.77K

Jun 30, 26

+1.17K

0.02%

Prosperity Planning, Inc.

24.75K

Jun 30, 26

-616

0.02%

Trust Point Inc.

24.64K

Jun 30, 26

+15.07K

0.02%

Bank of New Hampshire

24.55K

Jun 30, 26

-7.72K

0.02%

Hurley Capital, LLC

24.49K

Jun 30, 26

+741

0.02%

Walleye Partners, LLC

24.36K

Jun 30, 26

-15.49K

0.02%

Summit Wealth Partners, LLC

24.19K

Jun 30, 26

0.02%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

23.71K

Jun 30, 26

-10.30K

0.02%

HRT FINANCIAL LP

23.62K

Jun 30, 26

+23.62K

0.02%

Gilbert & Cook, Inc.

23.49K

Jun 30, 26

0.01%

Spire Wealth Management

23.27K

Jun 30, 26

+500

0.01%

American Trust

22.55K

Jun 30, 26

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

22.48K

Jun 30, 26

-1.66K

0.01%

Provenance Wealth Advisors, LLC

22.03K

Jun 30, 26

0.01%

Dorsey & Whitney Trust CO LLC

22.00K

Jun 30, 26

-4.00K

0.01%

Belpointe Asset Management LLC

21.51K

Jun 30, 26

-967

0.01%

MML INVESTORS SERVICES, LLC

21.32K

Jun 30, 26

+2.45K

0.01%

Indivisible Partners

20.55K

Jun 30, 26

+20.55K

0.01%

Waverly Advisors, LLC

20.34K

Jun 30, 26

+4.36K

0.01%

Spartan Wealth Advisory Services LLC

20.03K

Jun 30, 26

-1.68K

0.01%

Freestone Capital Holdings, LLC

20.00K

Jun 30, 26

-15.44K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

19.69K

Jun 30, 26

-30.24K

0.01%

Ancora Advisors, LLC

19.60K

Jun 30, 26

0.01%

Lee Financial Co

19.43K

Jun 30, 26

0.01%

S.E.E.D. Planning Group LLC

18.68K

Jun 30, 26

+18.68K

0.01%

WIREGRASS INVESTMENT MANAGEMENT LLC

18.50K

Jun 30, 26

0.01%

Curbstone Financial Management Corp

18.49K

Jun 30, 26

0.01%

Alliance Wealth Advisors, LLC /UT

18.47K

Jun 30, 26

-4.78K

0.01%

Clearstead Trust, LLC

18.14K

Jun 30, 26

0.01%

J. L. Bainbridge & Co., Inc.

17.83K

Jun 30, 26

+4.50K

0.01%

FF Advisors,LLC

17.83K

Jun 30, 26

-70.32K

0.01%

SHUFRO ROSE & CO LLC

17.73K

Jun 30, 26

-442

0.01%

American Money Management, LLC

17.73K

Jun 30, 26

-69

0.01%

Kingsview Wealth Management, LLC

17.67K

Jun 30, 26

+17.67K

0.01%

Avidian Wealth Solutions, LLC

17.63K

Jun 30, 26

+1.45K

0.01%

CVA Family Office, LLC

17.57K

Jun 30, 26

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

17.38K

Jun 30, 26

0.01%

Sentinus, LLC

17.24K

Jun 30, 26

-1.46K

0.01%

SIMON QUICK ADVISORS, LLC

17.06K

Jun 30, 26

0.01%

Kastel Capital Advisors, LLC

17.00K

Jun 30, 26

+71

0.01%

Crusonia Wealth Advisors LLC

16.85K

Jun 30, 26

+1.96K

0.01%

Old Mission Investment Co LLC

16.66K

Jun 30, 26

+16.66K

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

16.64K

Jun 30, 26

0.01%

Moors & Cabot, Inc.

16.63K

Jun 30, 26

+1.24K

0.01%

Livet Wealth, LLC

16.54K

Jun 30, 26

-2.11K

0.01%

Summit Trail Advisors, LLC

16.35K

Jun 30, 26

+3.55K

0.01%

Lifeworks Advisors, LLC

16.32K

Jun 30, 26

+16.32K

0.01%

Financial Advisory Corp

16.17K

Jun 30, 26

+988

0.01%

Advisor OS, LLC

15.95K

Jun 30, 26

+4.34K

0.01%

Mutual Advisors, LLC

15.78K

Jun 30, 26

+146

0.01%

Newman Dignan & Sheerar, Inc.

15.77K

Jun 30, 26

-537

0.01%

MIDLAND WEALTH ADVISORS LLC

15.52K

Jun 30, 26

+6.47K

0.01%

Pine Haven Investment Counsel, Inc

15.20K

Jun 30, 26

0.01%

TCG Advisory Services, LLC

15.04K

Jun 30, 26

+15.04K

0.01%

1900 WEALTH MANAGEMENT LLC

14.52K

Jun 30, 26

0.01%

PRINCIPAL SECURITIES, INC.

14.35K

Jun 30, 26

+685

0.01%

KPP Advisory Services LLC

14.32K

Jun 30, 26

-40

0.01%

Scott Capital Advisors, LLC

14.26K

Jun 30, 26

+14.26K

0.01%

Betterment LLC

14.21K

Jun 30, 26

+1.76K

0.01%

Summit Financial, LLC

14.07K

Jun 30, 26

-6.40K

0.01%

Eagle Strategies LLC

14.05K

Jun 30, 26

-594

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

13.77K

Jun 30, 26

0.01%

MEITAV INVESTMENT HOUSE LTD

13.75K

Jun 30, 26

-2.63K

0.01%

HENGEHOLD CAPITAL MANAGEMENT LLC

13.74K

Jun 30, 26

-537

0.01%

Prime Capital Investment Advisors, LLC

13.67K

Jun 30, 26

-35.59K

0.01%

Ledyard National Bank

13.64K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

13.56K

Jun 30, 26

-1.58K

0.01%

Ferguson Johnson Wealth Management Inc

13.45K

Jun 30, 26

0.01%

Gradient Capital Advisors, LLC

13.02K

Jun 30, 26

0.01%

CAPITAL ADVISORS INC/OK

12.65K

Jun 30, 26

-1.92M

0.01%

Yoder Wealth Management, Inc.

12.50K

Jun 30, 26

+300

0.01%

Next Level Wealth Planning, LLC

12.39K

Jun 30, 26

+1.02K

0.01%

United Community Bank

12.24K

Jun 30, 26

-335

0.01%

Fortune Financial Group, Inc.

12.22K

Jun 30, 26

-1.19K

0.01%

Berkshire Money Management, Inc.

12.21K

Jun 30, 26

+12.21K

0.01%

Sarver Vrooman Wealth Advisors

12.17K

Jun 30, 26

-17

0.01%

Cyr Financial Inc.

12.16K

Jun 30, 26

+12.16K

0.01%

Meredith Wealth Planning

12.12K

Jun 30, 26

+128

0.01%

GAMMA Investing LLC

11.93K

Jun 30, 26

+7.13K

0.01%

CIBC Bancorp USA Inc.

11.89K

Jun 30, 26

+11.89K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

11.69K

Jun 30, 26

-1.00K

0.01%

SageView Advisory Group, LLC

11.66K

Jun 30, 26

0.01%

Csenge Advisory Group

11.39K

Jun 30, 26

0.01%

Cornerstone Financial Group, LLC /NE/

11.32K

Jun 30, 26

+80

0.01%

Meridian Wealth Management, LLC

11.16K

Jun 30, 26

-714

0.01%

BridgePort Financial Solutions, LLC

10.96K

Jun 30, 26

-1.85K

0.01%

SEEDS INVESTOR LLC

10.94K

Jun 30, 26

+869

0.01%

HANOVER ADVISORS INC

10.94K

Jun 30, 26

+442

0.01%

COOPER/HAIMS ADVISORS, LLC

10.73K

Jun 30, 26

0.01%

Chicago Partners Investment Group LLC

10.65K

Jun 30, 26

+112

0.01%

Highland Financial Advisors, LLC

10.61K

Jun 30, 26

0.01%

MARYLAND CAPITAL ADVISORS INC.

10.50K

Jun 30, 26

+10.50K

0.01%

NAPLES GLOBAL ADVISORS, LLC

10.49K

Jun 30, 26

-40

0.01%

Avantax Planning Partners, Inc.

10.45K

Jun 30, 26

0.01%

Greenspring Advisors, LLC

10.32K

Jun 30, 26

0.01%

PSI Advisors, LLC

10.15K

Jun 30, 26

0.01%

Briggs Wealth Management, Inc

9.94K

Jun 30, 26

0.01%

FMR LLC

9.78K

Jun 30, 26

-2.15K

0.01%

Geneos Wealth Management Inc.

9.62K

Jun 30, 26

0.01%

BRYN MAWR TRUST Co

9.60K

Jun 30, 26

0.01%

Aprio Wealth Management, LLC

9.55K

Jun 30, 26

-22.09K

0.01%

Aptus Capital Advisors, LLC

9.26K

Jun 30, 26

+3.50K

0.01%

Daybright Advisory Services, Inc.

9.13K

Jun 30, 26

+128

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

9.07K

Jun 30, 26

0.01%

Riverstone Advisors, LLC

8.97K

Jun 30, 26

-369

0.01%

Cypress Wealth Services, LLC

8.87K

Jun 30, 26

0.01%

Talisman Wealth Advisors LLC

8.84K

Jun 30, 26

+8.84K

0.01%

PRIVATE TRUST CO NA

8.72K

Jun 30, 26

-2.71K

0.01%

CALTON & ASSOCIATES, INC.

8.68K

Jun 30, 26

+8.68K

0.01%

MinichMacGregor Wealth Management, LLC

8.63K

Jun 30, 26

0.01%

Empirical Asset Management, LLC

8.63K

Jun 30, 26

0.01%

BALLAST ADVISORS LLC

8.57K

Jun 30, 26

+2.40K

0.01%

DAVIS R M INC

8.57K

Jun 30, 26

+8.57K

0.01%

SENTINEL PENSION ADVISORS INC

8.56K

Jun 30, 26

+120

0.01%

SCOTIA CAPITAL INC.

8.50K

Jun 30, 26

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

8.50K

Jun 30, 26

0.01%

AE Wealth Management LLC

8.49K

Jun 30, 26

+4.34K

0.01%

STAR Financial Bank

8.48K

Jun 30, 26

-1.09K

0.01%

Baltimore-Washington Financial Advisors, Inc.

8.38K

Jun 30, 26

+8.38K

0.01%

CHOREO, LLC

8.38K

Jun 30, 26

-531

0.01%

ALESCO ADVISORS LLC

8.35K

Jun 30, 26

0.01%

Bogart Wealth, LLC

8.05K

Jun 30, 26

-235

0.01%

Front Row Advisors LLC

7.85K

Jun 30, 26

+2.00K

0.00%

Ashton Thomas Private Wealth, LLC

6.96K

Jun 30, 26

+800

0.00%

Anchor Bay Capital, Inc.

6.63K

Jun 30, 26

+6.63K

0.00%

Trust Co

6.52K

Jun 30, 26

-415

0.00%

Hyposwiss Advisors SA

6.34K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

6.11K

Jun 30, 26

+6.11K

0.00%

Black Cypress Capital Management, LLC

5.80K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

4.55K

Jun 30, 26

0.00%

Coastline Trust Co

4.38K

Jun 30, 26

0.00%

Align Financial, LLC

4.28K

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

4.25K

Jun 30, 26

+4.25K

0.00%

CNB Bank

3.86K

Jun 30, 26

+158

0.00%

HHM Wealth Advisors, LLC

3.75K

Jun 30, 26

0.00%

NBH Bank

3.52K

Jun 30, 26

+3.52K

0.00%

Truvestments Capital LLC

3.33K

Jun 30, 26

-1.98K

0.00%

Orion Capital Management LLC

3.30K

Jun 30, 26

0.00%

Asset Dedication, LLC

3.25K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

3.17K

Jun 30, 26

0.00%

Napier Financial, LLC

2.87K

Jun 30, 26

+31

0.00%

BARCLAYS PLC

2.73K

Jun 30, 26

0.00%

BURKETT FINANCIAL SERVICES, LLC

2.13K

Jun 30, 26

-272

0.00%

Birchwood Financial Partners, Inc.

2.11K

Jun 30, 26

+22

0.00%

Capital Investment Advisory Services, LLC

2.08K

Jun 30, 26

+2.08K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.00K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.84K

Jun 30, 26

+1.05K

0.00%

Miller Global Investments, LLC

1.62K

Jun 30, 26

0.00%

Legacy Bridge, LLC

1.37K

Jun 30, 26

-50

0.00%

JDM Financial Group LLC

1.36K

Jun 30, 26

+1.36K

0.00%

ASSETMARK, INC

1.34K

Jun 30, 26

+31

0.00%

Fairway Wealth LLC

1.16K

Jun 30, 26

+1.16K

0.00%

EASTERN BANK

1.15K

Jun 30, 26

+130

0.00%

Three Bearings Fiduciary Advisors, Inc.

1.02K

Jun 30, 26

0.00%

MOTCO

989

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

922

Jun 30, 26

+922

0.00%

ARMSTRONG ADVISORY GROUP, INC

855

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

822

Jun 30, 26

0.00%

Colonial Trust Co / SC

800

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

715

Jun 30, 26

0.00%

Bradley & Co. Private Wealth Management, LLC

628

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

620

Jun 30, 26

-3.73K

0.00%

First PREMIER Bank

315

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

137

Jun 30, 26

+137

0.00%

HAZLETT, BURT & WATSON, INC.

103

Jun 30, 26

-734

0.00%

HOEY INVESTMENTS, INC

Jun 30, 26

+90

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-92

DRIVE WEALTH MANAGEMENT, LLC

Jun 30, 26

-63.48K

First International Bank of Israel Ltd.

Jun 30, 26

-419.40K

THREADGILL FINANCIAL, LLC

Jun 30, 26

-1.42M

Pensionmark Financial Group, LLC

Jun 30, 26

-9.13K

Twin Cities Retirement Group LLC

Jun 30, 26

-39.15K

Independent Advisor Alliance

Jun 30, 26

-79.08K

TABR Capital Management, LLC

Jun 30, 26

-990.46K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-2.00K

ROMANO BROTHERS AND COMPANY

Jun 30, 26

-41.13K

Maridea Wealth Management LLC

Jun 30, 26

-9.20K

Golden State Equity Partners

Jun 30, 26

-3.50K

Medallion Wealth Advisors, LLC

Jun 30, 26

-730

DARA CAPITAL US, INC.

Jun 30, 26

-37.06K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-1.78K

Farnam Financial LLC

Jun 30, 26

-14.39K

Intentional Wealth Strategies, LLC

Jun 30, 26

-5.24K

CX Institutional

Jun 30, 26

-575

Knights of Columbus Asset Advisors LLC

Jun 30, 26

-3.66K

BESSEMER GROUP INC

Jun 30, 26

-9.67K

Arkadios Wealth Advisors

Jun 30, 26

-31.21K

4J Wealth Management LLC

Jun 30, 26

-46.62K

Redwood Financial Network Corp

Jun 30, 26

-52.60K

Western Wealth Management, LLC

Jun 30, 26

-4.72K

WHITENER CAPITAL MANAGEMENT, INC.

Jun 30, 26

-9.40K

M3 Advisory Group, LLC

Jun 30, 26

-9.15K

Arnold Financial Planning LLC

Jun 30, 26

-10.00K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-7.46K

Boreal Capital Management LLC

Jun 30, 26

-1

Evergreen Wealth Partners LLC

Jun 30, 26

-13.12K

Trust Co of Kansas

Jun 30, 26

-15.02K

CWM, LLC

582.17K

Mar 31, 26

+82.39K

0.37%

Signature Wealth Management Group

259.93K

Mar 31, 26

-392

0.17%

Leo Wealth, LLC

203.31K

Mar 31, 26

+5.72K

0.13%

Cherry Tree Wealth Management, LLC

171.19K

Mar 31, 26

-2.86K

0.11%

Horizons Wealth Management

11.28K

Mar 31, 26

+1.05K

0.01%

Bank of Jackson Hole Trust

3.52K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

2.70K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

2.59K

Mar 31, 26

+18

0.00%

Austin Private Wealth, LLC

60.05K

Dec 31, 25

+318

0.04%

COMERICA BANK

48.25K

Dec 31, 25

+7.00K

0.03%

CIBC Private Wealth Group, LLC

2.79K

Dec 31, 25

+337

0.00%

Stephens Consulting, LLC

1.55K

Dec 31, 25

+23

0.00%

Vishria Bird Financial Group, LLC

408.78K

Sep 30, 25

+408.78K

0.26%

FULLCIRCLE WEALTH LLC

13.38K

Sep 30, 25

0.01%

Hemington Wealth Management

1.33K

Sep 30, 25

0.00%

SUMMIT INVESTMENT ADVISORS, INC.

262.38K

Jun 30, 25

+9.91K

0.17%

Centricity Wealth Management, LLC

203.15K

Jun 30, 25

+21.50K

0.13%

Horan Securities, Inc.

40.15K

Jun 30, 25

-2

0.03%

AVANTAX ADVISORY SERVICES, INC.

18.97K

Jun 30, 25

+1.53K

0.01%

Exchange Capital Management, Inc.

8.44K

Jun 30, 25

0.01%

First Horizon Advisors, Inc.

8.39K

Jun 30, 25

0.01%

Sandy Spring Bank

249.43K

Mar 31, 25

+10.46K

0.16%

Safeguard Financial, LLC

169.13K

Mar 31, 25

+38.94K

0.11%

Buffington Mohr McNeal

164.70K

Mar 31, 25

+85.54K

0.10%

Sabal Trust CO

159.26K

Mar 31, 25

+19.97K

0.10%

Orion Portfolio Solutions, LLC

57.63K

Mar 31, 25

+11.09K

0.04%

Spectrum Wealth Counsel, LLC

21.52K

Mar 31, 25

-2.38K

0.01%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-114

Executive Wealth Management, LLC

157.59K

Dec 31, 24

+41.31K

0.10%

Kades & Cheifetz LLC

17.58K

Dec 31, 24

+17.58K

0.01%

Private Portfolio Partners LLC

8.50K

Dec 31, 24

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-336

Raymond James Financial Services Advisors, Inc.

1.83M

Sep 30, 24

+83.79K

1.16%

RAYMOND JAMES & ASSOCIATES

654.28K

Sep 30, 24

+40.87K

0.42%

Gateway Advisory, LLC

626.43K

Sep 30, 24

+22.92K

0.40%

Platte River Wealth Advisors, LLC

198.30K

Sep 30, 24

-37.99K

0.13%

FinTrust Capital Advisors, LLC

58.25K

Sep 30, 24

+6.93K

0.04%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

27.86K

Sep 30, 24

0.02%

RAYMOND JAMES TRUST N.A.

19.56K

Sep 30, 24

+2.28K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

355.28K

Jun 30, 24

+41.07K

0.23%

BlackRock Inc.

144

Jun 30, 24

-1.19K

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

121.81K

Mar 31, 24

+9.40K

0.08%

Cetera Advisors LLC

51.20K

Mar 31, 24

+26.35K

0.03%

InterOcean Capital Group, LLC

31.07K

Mar 31, 24

+4.32K

0.02%

Cetera Advisor Networks LLC

22.56K

Mar 31, 24

+7.01K

0.01%

Bartlett & Co. LLC

2.50K

Dec 31, 23

0.00%

Sutton Wealth Advisors Inc.

536

Sep 30, 23

+536

0.00%

LEO BROKERAGE, LLC

48.01K

Jun 30, 23

+48.01K

0.03%

Kistler-Tiffany Companies, LLC

11.95K

Jun 30, 23

-11.63K

0.01%

BerganKDV Wealth Management, LLC

11.86K

Jun 30, 23

+1.72K

0.01%

Vigilant Capital Management, LLC

8.84K

Jun 30, 23

-1.05K

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-1.44K

Sargent Bickham Lagudis LLC

123.70K

Dec 31, 22

+122.96K

0.08%

Cribstone Capital Management, LLC

15.86K

Dec 31, 22

+12.26K

0.01%

BRR OpCo, LLC

274.80K

Sep 30, 22

+274.80K

0.17%

American Portfolios Advisors

26.59K

Sep 30, 22

+21.14K

0.02%

Farmer Steven Patrick

443.80K

Jun 30, 22

+443.80K

0.28%

Fieldpoint Private Securities, LLC

4.53K

Jun 30, 22

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.38K

Dec 31, 19

+1.20K

0.00%

Advisor Group, Inc.

5.68K

Dec 31, 19

-1.91K

0.00%

BOSTON ADVISORS LLC

14.26K

Sep 30, 19

+610

0.01%