iShares iBonds Dec 2029 Term Corporate ETF(IBDU)

$23.04—Stale · unknown old

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iShares iBonds Dec 2029 Term Corporate ETF(IBDU)

NYSE • Last print unknown ago

$23.04—Stale · unknown old

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IBDU(IBDU)

IBDU

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Institutional Ownership

Top 462 Institutional Holders

Holder	Shares	Date	Change	% Held
SHUFRO ROSE & CO LLC	8.67M	Jun 30, 26	+4.69M	5.03%
BANK OF AMERICA CORP /DE/	7.63M	Jun 30, 26	+317.10K	4.43%
Aptus Capital Advisors, LLC	6.50M	Jun 30, 26	+115.99K	3.77%
MORGAN STANLEY	6.49M	Jun 30, 26	-205.28K	3.76%
MERCER GLOBAL ADVISORS INC /ADV	5.79M	Jun 30, 26	+757.88K	3.36%
CAPITAL ADVISORS INC/OK	5.14M	Jun 30, 26	+56.62K	2.98%
Capital Investment Advisors, LLC	4.04M	Jun 30, 26	+171.53K	2.34%
UBS Group AG	3.89M	Jun 30, 26	+206.11K	2.26%
RAYMOND JAMES FINANCIAL INC	3.60M	Jun 30, 26	+427.46K	2.09%
HM PAYSON & CO	3.14M	Jun 30, 26	+314.94K	1.82%
Lido Advisors, LLC	2.85M	Jun 30, 26	-414.06K	1.65%
LPL Financial LLC	2.51M	Jun 30, 26	+123.53K	1.45%
ROYAL BANK OF CANADA	2.29M	Jun 30, 26	-51.09K	1.33%
WELLS FARGO & COMPANY/MN	2.22M	Jun 30, 26	+95.08K	1.29%
SUMMITRY LLC	2.02M	Jun 30, 26	+116.89K	1.17%
HighTower Advisors, LLC	1.98M	Jun 30, 26	+113.51K	1.15%
Sound View Wealth Advisors Group, LLC	1.90M	Jun 30, 26	+128.66K	1.10%
WOODMONT INVESTMENT COUNSEL LLC	1.77M	Jun 30, 26	+19.78K	1.03%
AMERIPRISE FINANCIAL INC	1.63M	Jun 30, 26	+529.90K	0.95%
Klingman & Associates, LLC	1.62M	Jun 30, 26	+41.77K	0.94%
SIGMA INVESTMENT COUNSELORS INC	1.56M	Jun 30, 26	+18.23K	0.91%
Gratus Wealth Advisors, LLC	1.55M	Jun 30, 26	+41.42K	0.90%
Venture Visionary Partners LLC	1.49M	Jun 30, 26	-2.30K	0.87%
Meiji Yasuda Life Insurance Co	1.31M	Jun 30, 26	+136.00K	0.76%
Summit Financial, LLC	1.23M	Jun 30, 26	+116.24K	0.71%
Kathmere Capital Management, LLC	1.22M	Jun 30, 26	+69.79K	0.71%
Wealthcare Advisory Partners LLC	1.22M	Jun 30, 26	+41.44K	0.71%
RVW Wealth, LLC	1.21M	Jun 30, 26	+61.91K	0.70%
Advisors Capital Management, LLC	1.21M	Jun 30, 26	+70.22K	0.70%
COMMONWEALTH EQUITY SERVICES, LLC	1.18M	Jun 30, 26	+36.47K	0.69%
Seven Springs Wealth Group, LLC	1.16M	Jun 30, 26	-2.68K	0.67%
HOWLAND CAPITAL MANAGEMENT LLC	1.12M	Jun 30, 26	+102.78K	0.65%
Kestra Advisory Services, LLC	937.76K	Jun 30, 26	+130.84K	0.54%
MV CAPITAL MANAGEMENT, INC.	880.84K	Jun 30, 26	+9.68K	0.51%
Summit Asset Management, LLC	793.99K	Jun 30, 26	+15.76K	0.46%
CAPTRUST FINANCIAL ADVISORS	764.13K	Jun 30, 26	+110.84K	0.44%
BlackRock, Inc.	740.82K	Jun 30, 26	+125.81K	0.43%
FIRST NATIONAL TRUST CO	715.82K	Jun 30, 26	+54.57K	0.42%
US BANCORP \DE\	715.22K	Jun 30, 26	+27.86K	0.41%
ARROW FINANCIAL CORP	655.96K	Jun 30, 26	+14.34K	0.38%
Ironwood Financial, llc	636.74K	Jun 30, 26	+77.65K	0.37%
STIFEL FINANCIAL CORP	613.54K	Jun 30, 26	+50.47K	0.36%
Rockefeller Capital Management L.P.	605.09K	Jun 30, 26	+11.41K	0.35%
Mesirow Financial Investment Management, Inc.	599.06K	Jun 30, 26	+144.70K	0.35%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	572.04K	Jun 30, 26	+42.00K	0.33%
Windsor Capital Management, LLC	562.59K	Jun 30, 26	+19.26K	0.33%
Robertson Stephens Wealth Management, LLC	555.79K	Jun 30, 26	-6.36K	0.32%
Baltimore-Washington Financial Advisors, Inc.	552.05K	Jun 30, 26	+48.10K	0.32%
LYELL WEALTH MANAGEMENT, LP	546.94K	Jun 30, 26	+42.32K	0.32%
Probity Advisors, Inc.	540.85K	Jun 30, 26	+40.41K	0.31%
SPINNAKER TRUST	536.92K	Jun 30, 26	+126.13K	0.31%
Ruggaard & Associates LLC	528.72K	Jun 30, 26	+16.89K	0.31%
CENTRAL TRUST Co	517.93K	Jun 30, 26	+34.59K	0.30%
Glenview Trust Co	510.50K	Jun 30, 26	+15.43K	0.30%
ENVESTNET ASSET MANAGEMENT INC	485.03K	Jun 30, 26	+70.88K	0.28%
REBALANCE, LLC	458.53K	Jun 30, 26	+5.51K	0.27%
Strid Group, LLC	443.78K	Jun 30, 26	+221.67K	0.26%
Parkway Wealth Management Group, LLC	439.74K	Jun 30, 26	+3.00K	0.26%
Peloton Wealth Strategists	405.14K	Jun 30, 26	+11.50K	0.24%
BENJAMIN EDWARDS INC	404.09K	Jun 30, 26	-25.99K	0.23%
Global Retirement Partners, LLC	397.72K	Jun 30, 26	+397.72K	0.23%
First International Bank of Israel Ltd.	395.00K	Jun 30, 26	--	0.23%
LBMC INVESTMENT ADVISORS, LLC	367.27K	Jun 30, 26	+59.69K	0.21%
ARCADIA INVESTMENT ADVISORS LLC	347.59K	Jun 30, 26	+25.99K	0.20%
Penobscot Investment Management Company, Inc.	343.06K	Jun 30, 26	+80.20K	0.20%
Guidance Point Advisors, LLC	341.57K	Jun 30, 26	+19.28K	0.20%
Integrated Wealth Concepts LLC	337.05K	Jun 30, 26	+175.98K	0.20%
Parallel Advisors, LLC	313.88K	Jun 30, 26	+35.09K	0.18%
InvesTrust	309.43K	Jun 30, 26	+36.35K	0.18%
Envision Financial Planning, LLC	305.47K	Jun 30, 26	+2.08K	0.18%
SPRENG CAPITAL MANAGEMENT, INC.	298.46K	Jun 30, 26	+298.46K	0.17%
Praetorian Wealth Management, Inc.	297.92K	Jun 30, 26	+7.90K	0.17%
Cetera Investment Advisers	286.88K	Jun 30, 26	+86.98K	0.17%
Beacon Pointe Advisors, LLC	279.05K	Jun 30, 26	+11.76K	0.16%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	278.42K	Jun 30, 26	+78.43K	0.16%
J.W. COLE ADVISORS, INC.	277.60K	Jun 30, 26	-2.61K	0.16%
IFP Advisors, Inc	272.98K	Jun 30, 26	+7.06K	0.16%
Janney Montgomery Scott LLC	272.50K	Jun 30, 26	+89.04K	0.16%
Merit Financial Group, LLC	261.66K	Jun 30, 26	+54.02K	0.15%
EP Wealth Advisors, LLC	256.33K	Jun 30, 26	+140.47K	0.15%
Snowden Capital Advisors LLC	255.69K	Jun 30, 26	+36.48K	0.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	250.49K	Jun 30, 26	+238.83K	0.15%
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	249.41K	Jun 30, 26	+50.30K	0.14%
HAMEL ASSOCIATES, INC.	245.62K	Jun 30, 26	-1.09K	0.14%
Apollon Wealth Management, LLC	245.09K	Jun 30, 26	+245.09K	0.14%
Great Diamond Partners, LLC	235.58K	Jun 30, 26	+168.70K	0.14%
Cambridge Investment Research Advisors, Inc.	235.32K	Jun 30, 26	+27.43K	0.14%
Atlantic Union Bankshares Corp	233.77K	Jun 30, 26	-6.41K	0.14%
4Thought Financial Group Inc.	233.47K	Jun 30, 26	+46.82K	0.14%
Houlihan Financial Resource Group, Ltd.	232.70K	Jun 30, 26	+9.54K	0.13%
Winthrop Partners - WNY, LLC	227.80K	Jun 30, 26	+9.60K	0.13%
Krilogy Financial LLC	226.78K	Jun 30, 26	+365	0.13%
HANCOCK WHITNEY CORP	226.51K	Jun 30, 26	+1.57K	0.13%
Resources Investment Advisors, LLC.	217.10K	Jun 30, 26	-29.88K	0.13%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	214.16K	Jun 30, 26	+73.26K	0.12%
ADVISOR GROUP HOLDINGS, INC.	211.82K	Jun 30, 26	+34.30K	0.12%
REGIONS FINANCIAL CORP	206.40K	Jun 30, 26	+11.79K	0.12%
MEMBERS WEALTH LLC	202.25K	Jun 30, 26	+18.48K	0.12%
10Elms LLP	199.14K	Jun 30, 26	+101.72K	0.12%
Sowell Financial Services LLC	193.16K	Jun 30, 26	-78	0.11%
Rossmore Private Capital	191.19K	Jun 30, 26	+20.08K	0.11%
Heartland Bank & Trust Co	190.83K	Jun 30, 26	+42.34K	0.11%
Chicago Partners Investment Group LLC	190.31K	Jun 30, 26	+2.15K	0.11%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	189.73K	Jun 30, 26	+49.42K	0.11%
JONES FINANCIAL COMPANIES LLLP	188.01K	Jun 30, 26	+26.69K	0.11%
Newman Dignan & Sheerar, Inc.	186.68K	Jun 30, 26	+4.12K	0.11%
SONATA CAPITAL GROUP INC	185.74K	Jun 30, 26	+20.72K	0.11%
PRECEDENT WEALTH PARTNERS, LLC	183.50K	Jun 30, 26	+31.16K	0.11%
Valmark Advisers, Inc.	181.41K	Jun 30, 26	+35.30K	0.11%
Crews Bank & Trust	179.02K	Jun 30, 26	-4.29K	0.10%
Miracle Mile Advisors, LLC	178.23K	Jun 30, 26	+35.96K	0.10%
Wilkins Miller Wealth Management, LLC	176.18K	Jun 30, 26	+49	0.10%
EIGHT 31 FINANCIAL LLC	174.33K	Jun 30, 26	+3.95K	0.10%
Syntegra Private Wealth Group, LLC	171.11K	Jun 30, 26	-5.39K	0.10%
MML INVESTORS SERVICES, LLC	165.75K	Jun 30, 26	+38.03K	0.10%
HARBOR ADVISORY CORP /MA/	164.81K	Jun 30, 26	+15.91K	0.10%
Roble, Belko & Company, Inc	164.44K	Jun 30, 26	+45.13K	0.10%
Covington Investment Advisors Inc.	162.15K	Jun 30, 26	+77.09K	0.09%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	159.05K	Jun 30, 26	+42.65K	0.09%
ADIRONDACK TRUST CO	158.39K	Jun 30, 26	+6.52K	0.09%
Laurel Wealth Advisors LLC	158.16K	Jun 30, 26	+13.55K	0.09%
Whalen Wealth Management Inc.	157.04K	Jun 30, 26	+410	0.09%
Commonwealth Financial Services, LLC	151.30K	Jun 30, 26	-313.05K	0.09%
FULTON BREAKEFIELD BROENNIMAN LLC	151.14K	Jun 30, 26	+6.14K	0.09%
Stonebrook Private Inc.	144.66K	Jun 30, 26	+2.94K	0.08%
LFA - Lugano Financial Advisors SA	144.51K	Jun 30, 26	-7.13K	0.08%
FourThought Financial Partners, LLC	138.56K	Jun 30, 26	+15.21K	0.08%
Godshalk Welsh Capital Management, Inc.	136.80K	Jun 30, 26	+4.05K	0.08%
Belpointe Asset Management LLC	134.56K	Jun 30, 26	+21.20K	0.08%
MEITAV INVESTMENT HOUSE LTD	133.26K	Jun 30, 26	+41.91K	0.08%
FIFTH THIRD BANCORP	133.20K	Jun 30, 26	+18.09K	0.08%
4J Wealth Management LLC	126.06K	Jun 30, 26	+7.06K	0.07%
LifePlan Financial, LLC	125.03K	Jun 30, 26	+2.49K	0.07%
Matthew Goff Investment Advisor, LLC	123.52K	Jun 30, 26	+123.52K	0.07%
Hills Bank & Trust Co	122.69K	Jun 30, 26	+108.26K	0.07%
Cornerstone Planning, LLC	121.30K	Jun 30, 26	-240.13K	0.07%
MONECO Advisors, LLC	119.97K	Jun 30, 26	-493	0.07%
AssuredPartners Investment Advisors, LLC	118.33K	Jun 30, 26	+11.73K	0.07%
CABOT WEALTH MANAGEMENT INC	117.26K	Jun 30, 26	+26.56K	0.07%
Chesley Taft & Associates LLC	113.90K	Jun 30, 26	+11.00K	0.07%
High Note Wealth, LLC	113.17K	Jun 30, 26	+63.17K	0.07%
LEAVELL INVESTMENT MANAGEMENT, INC.	112.88K	Jun 30, 26	+24.43K	0.07%
Madden Advisory Services, Inc.	111.47K	Jun 30, 26	+3.02K	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	110.04K	Jun 30, 26	-95.19K	0.06%
Cornell Pochily Investment Advisors, Inc.	109.63K	Jun 30, 26	-76.00K	0.06%
Evergreen Wealth Solutions, LLC	109.23K	Jun 30, 26	+109.23K	0.06%
Beaumont Asset Management, L.L.C.	109.20K	Jun 30, 26	+2.97K	0.06%
Sightline Wealth Advisors, LLC	109.05K	Jun 30, 26	+54.86K	0.06%
Breachway Investments LLC	107.81K	Jun 30, 26	+2.54K	0.06%
ASSOCIATED BANC-CORP	107.22K	Jun 30, 26	+13.94K	0.06%
Northstar Group, Inc.	107.20K	Jun 30, 26	+11.16K	0.06%
Modern Wealth Management, LLC	105.98K	Jun 30, 26	+105.98K	0.06%
Segment Wealth Management, LLC	101.69K	Jun 30, 26	+12.48K	0.06%
Meridian Wealth Management, LLC	101.19K	Jun 30, 26	+9.18K	0.06%
HARBOR INVESTMENT ADVISORY, LLC	100.76K	Jun 30, 26	+16.11K	0.06%
Keeler THomas Management LLC	100.01K	Jun 30, 26	-6.83K	0.06%
Mariner, LLC	96.27K	Jun 30, 26	-85.71K	0.06%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	95.71K	Jun 30, 26	+15.60K	0.06%
Resonant Capital Advisors, LLC	94.40K	Jun 30, 26	-877	0.05%
SAX WEALTH ADVISORS, LLC	90.84K	Jun 30, 26	+1.50K	0.05%
Fortis Capital Management LLC	88.36K	Jun 30, 26	+25.20K	0.05%
IFG Advisory, LLC	85.99K	Jun 30, 26	+85.99K	0.05%
JPMORGAN CHASE & CO	85.24K	Jun 30, 26	-98.55K	0.05%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	83.49K	Jun 30, 26	-17.80K	0.05%
ROMANO BROTHERS AND COMPANY	82.53K	Jun 30, 26	+5.42K	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	81.30K	Jun 30, 26	-250	0.05%
Creative Planning	79.56K	Jun 30, 26	+8.45K	0.05%
WRAPMANAGER INC	75.86K	Jun 30, 26	-7.59K	0.04%
Advance Capital Management, Inc.	75.62K	Jun 30, 26	+4.41K	0.04%
BEACON FINANCIAL GROUP	75.45K	Jun 30, 26	-794	0.04%
TFR Capital, LLC.	72.87K	Jun 30, 26	+7.56K	0.04%
McGlone Suttner Wealth Management, Inc.	72.19K	Jun 30, 26	+6.48K	0.04%
Bullock Wealth Management Group	67.53K	Jun 30, 26	+67.53K	0.04%
Cyr Financial Inc.	65.62K	Jun 30, 26	+5.77K	0.04%
Jefferson Bridge Capital, LLC	65.29K	Jun 30, 26	-5.46K	0.04%
COWA, LLC	64.95K	Jun 30, 26	-1.37K	0.04%
Paradigm, Strategies in Wealth Management, LLC	63.44K	Jun 30, 26	+663	0.04%
Foundry Financial Group, Inc.	62.76K	Jun 30, 26	+265	0.04%
Mendota Financial Group, LLC	61.67K	Jun 30, 26	+22.08K	0.04%
First Fiduciary Investment Counsel, Inc.	59.32K	Jun 30, 26	+65	0.03%
Jacobi Capital Management LLC	59.13K	Jun 30, 26	+11.38K	0.03%
Equitable Holdings, Inc.	59.05K	Jun 30, 26	-220.17K	0.03%
CARY STREET PARTNERS FINANCIAL LLC	58.60K	Jun 30, 26	--	0.03%
DRIVE WEALTH MANAGEMENT, LLC	54.55K	Jun 30, 26	-186	0.03%
Reliant Wealth Planning	54.48K	Jun 30, 26	+839	0.03%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	53.47K	Jun 30, 26	+53.47K	0.03%
Cartesian Growth Corp	53.35K	Jun 30, 26	+53.35K	0.03%
Neuberger Berman Group LLC	52.52K	Jun 30, 26	+2.66K	0.03%
TABR Capital Management, LLC	51.89K	Jun 30, 26	+51.89K	0.03%
Montecito Bank & Trust	51.17K	Jun 30, 26	+4.00K	0.03%
Beaumont Financial Advisors, LLC	50.33K	Jun 30, 26	-1.03K	0.03%
Journey Advisory Group, LLC	50.10K	Jun 30, 26	--	0.03%
Camelot Portfolios, LLC	49.86K	Jun 30, 26	-143	0.03%
Walleye Partners, LLC	49.61K	Jun 30, 26	+565	0.03%
Archford Capital Strategies, LLC	48.75K	Jun 30, 26	-2.87K	0.03%
Conrad Siegel Investment Advisors, Inc.	47.58K	Jun 30, 26	+795	0.03%
FIRST MANHATTAN CO. LLC.	47.16K	Jun 30, 26	+25.37K	0.03%
FIDUCIARY FINANCIAL ADVISORS	46.17K	Jun 30, 26	+46.17K	0.03%
Helen Stephens Group, LLC	45.11K	Jun 30, 26	+45.11K	0.03%
Farmers National Bank	44.71K	Jun 30, 26	+2	0.03%
Farther Finance Advisors, LLC	44.51K	Jun 30, 26	-7.93K	0.03%
Gilbert Capital Group, Inc.	42.59K	Jun 30, 26	-3.68K	0.02%
Gilbert & Cook, Inc.	42.31K	Jun 30, 26	--	0.02%
Bank of New Hampshire	41.34K	Jun 30, 26	-2.30K	0.02%
LITTLE HOUSE CAPITAL LLC	40.45K	Jun 30, 26	+1.01K	0.02%
TD Waterhouse Canada Inc.	40.27K	Jun 30, 26	--	0.02%
OPPENHEIMER & CO INC	40.26K	Jun 30, 26	-7.09K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	40.04K	Jun 30, 26	+40.04K	0.02%
Granite Harbor Advisors, Inc.	38.85K	Jun 30, 26	+406	0.02%
HALLMARK CAPITAL MANAGEMENT INC	38.37K	Jun 30, 26	+1.69K	0.02%
BLUE SQUARE ASSET MANAGEMENT, LLC	38.27K	Jun 30, 26	-568	0.02%
FIRST INTERSTATE BANK	36.93K	Jun 30, 26	--	0.02%
DUNCKER STREETT & CO INC	35.43K	Jun 30, 26	+403	0.02%
NewEdge Advisors, LLC	34.65K	Jun 30, 26	-1.02K	0.02%
BARRETT & COMPANY, INC.	34.61K	Jun 30, 26	+12.10K	0.02%
Seneca House Advisors	34.38K	Jun 30, 26	-6.40K	0.02%
Accretive Wealth Partners, LLC	34.24K	Jun 30, 26	--	0.02%
Schuylkill Financial LLC	33.93K	Jun 30, 26	+33.93K	0.02%
Princeton Global Asset Management LLC	32.97K	Jun 30, 26	+3.54K	0.02%
FORVIS Wealth Advisors, LLC	32.34K	Jun 30, 26	--	0.02%
Foundation Wealth Management, LLC	32.21K	Jun 30, 26	+2.20K	0.02%
Bank of New York Mellon Corp	32.09K	Jun 30, 26	-1.01K	0.02%
Brookstone Capital Management	31.45K	Jun 30, 26	-1.13K	0.02%
Autumn Glory Partners, LLC	31.42K	Jun 30, 26	+2.60K	0.02%
ROBINSON SMITH WEALTH ADVISORS LLC	30.68K	Jun 30, 26	+3.75K	0.02%
Concurrent Investment Advisors, LLC	30.41K	Jun 30, 26	+30.41K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	30.35K	Jun 30, 26	-457	0.02%
DecisionMap Wealth Management, LLC	30.25K	Jun 30, 26	-290	0.02%
Straight Path Wealth Management	30.18K	Jun 30, 26	+11.45K	0.02%
OFS Enterprise LLC	29.75K	Jun 30, 26	--	0.02%
Stokes Family Office, LLC	29.46K	Jun 30, 26	+5.11K	0.02%
TRUIST FINANCIAL CORP	29.43K	Jun 30, 26	-37.40K	0.02%
DEARBORN PARTNERS LLC	28.98K	Jun 30, 26	+2.73K	0.02%
Curbstone Financial Management Corp	28.74K	Jun 30, 26	--	0.02%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	28.11K	Jun 30, 26	+994	0.02%
Redwood Financial Network Corp	27.87K	Jun 30, 26	-62	0.02%
CVA Family Office, LLC	27.72K	Jun 30, 26	--	0.02%
CGN Advisors LLC	27.53K	Jun 30, 26	-1.70K	0.02%
Private Advisor Group, LLC	27.40K	Jun 30, 26	-64.01K	0.02%
JANE STREET GROUP, LLC	27.32K	Jun 30, 26	-83.67K	0.02%
Baird Financial Group, Inc.	26.62K	Jun 30, 26	+5.18K	0.02%
MOSAIC FAMILY WEALTH PARTNERS, LLC	26.34K	Jun 30, 26	+3.77K	0.02%
Advisory Services Network, LLC	26.21K	Jun 30, 26	+1.03K	0.02%
HORAN Wealth, LLC	26.19K	Jun 30, 26	+3.73K	0.02%
Van Hulzen Asset Management, LLC	26.11K	Jun 30, 26	+675	0.02%
Dorsey & Whitney Trust CO LLC	26.00K	Jun 30, 26	--	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	25.65K	Jun 30, 26	+391	0.01%
ADG Wealth Management Group, LLC	25.44K	Jun 30, 26	+15	0.01%
Clearstead Advisors, LLC	25.36K	Jun 30, 26	+171	0.01%
SMITH, MOORE & CO.	25.08K	Jun 30, 26	-3.94K	0.01%
FOCUSED ALPHA, LLC	25.05K	Jun 30, 26	-302	0.01%
Ellis Investment Partners, LLC	24.25K	Jun 30, 26	+392	0.01%
TABLEAUX LLC	23.63K	Jun 30, 26	-2.19K	0.01%
American Trust	23.45K	Jun 30, 26	--	0.01%
Freestone Capital Holdings, LLC	23.26K	Jun 30, 26	-13.56K	0.01%
NAPLES GLOBAL ADVISORS, LLC	23.00K	Jun 30, 26	-770	0.01%
Snider Financial Group	22.82K	Jun 30, 26	-10.20K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	22.31K	Jun 30, 26	-4.05K	0.01%
Cerity Partners LLC	22.27K	Jun 30, 26	-2.30K	0.01%
Clear Harbor Asset Management, LLC	22.07K	Jun 30, 26	+5.07K	0.01%
Colony Group, LLC	22.03K	Jun 30, 26	+22.03K	0.01%
JAMES INVESTMENT RESEARCH INC	22.01K	Jun 30, 26	--	0.01%
XY Planning Network, Inc.	21.88K	Jun 30, 26	+21.88K	0.01%
Community Financial Services Group, LLC	21.72K	Jun 30, 26	+21.72K	0.01%
Koshinski Asset Management, Inc.	21.63K	Jun 30, 26	+1.14K	0.01%
Moors & Cabot, Inc.	21.35K	Jun 30, 26	+115	0.01%
Gradient Capital Advisors, LLC	21.09K	Jun 30, 26	--	0.01%
Integrated Advisors Network LLC	20.23K	Jun 30, 26	+1.51K	0.01%
Prosperity Planning, Inc.	20.01K	Jun 30, 26	-741	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	19.94K	Jun 30, 26	+216	0.01%
MidFirst Bank	19.83K	Jun 30, 26	-691	0.01%
Mutual Advisors, LLC	19.63K	Jun 30, 26	+1.79K	0.01%
S.E.E.D. Planning Group LLC	19.52K	Jun 30, 26	+19.52K	0.01%
Alliance Wealth Advisors, LLC /UT	19.43K	Jun 30, 26	+19.43K	0.01%
Koesten, Hirschmann & Crabtree, INC.	19.23K	Jun 30, 26	+19.23K	0.01%
WIREGRASS INVESTMENT MANAGEMENT LLC	19.00K	Jun 30, 26	--	0.01%
Robbins Farley	18.61K	Jun 30, 26	+14	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	18.48K	Jun 30, 26	+17.47K	0.01%
Kerntke Otto McGlone Wealth Management Group	18.46K	Jun 30, 26	+4.18K	0.01%
Clearstead Trust, LLC	18.45K	Jun 30, 26	--	0.01%
Ancora Advisors, LLC	18.40K	Jun 30, 26	--	0.01%
Gryphon Financial Partners LLC	18.39K	Jun 30, 26	--	0.01%
WJ Wealth Management, LLC	17.60K	Jun 30, 26	+3.60K	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	17.37K	Jun 30, 26	+17.37K	0.01%
MIDLAND WEALTH ADVISORS LLC	17.27K	Jun 30, 26	+6.77K	0.01%
Element Wealth, LLC	17.24K	Jun 30, 26	+136	0.01%
Bradley & Co. Private Wealth Management, LLC	17.15K	Jun 30, 26	--	0.01%
BEACON FINANCIAL PLANNING, INC	16.97K	Jun 30, 26	+3.26K	0.01%
SIMON QUICK ADVISORS, LLC	16.60K	Jun 30, 26	--	0.01%
Summit Wealth Partners, LLC	16.51K	Jun 30, 26	--	0.01%
Summit Trail Advisors, LLC	16.35K	Jun 30, 26	+16.35K	0.01%
XML Financial, LLC	16.18K	Jun 30, 26	--	0.01%
ProVise Management Group, LLC	15.46K	Jun 30, 26	+4.62K	0.01%
Ledyard National Bank	15.45K	Jun 30, 26	+140	0.01%
1900 WEALTH MANAGEMENT LLC	14.98K	Jun 30, 26	--	0.01%
Hyposwiss Advisors SA	14.96K	Jun 30, 26	+900	0.01%
Advisor OS, LLC	14.96K	Jun 30, 26	+4.64K	0.01%
Crusonia Wealth Advisors LLC	14.75K	Jun 30, 26	+4.25K	0.01%
Lee Financial Co	14.55K	Jun 30, 26	--	0.01%
Johnson Bixby & Associates, LLC	14.26K	Jun 30, 26	+126	0.01%
Foundations Investment Advisors, LLC	14.24K	Jun 30, 26	+4.17K	0.01%
JDM Financial Group LLC	14.23K	Jun 30, 26	+14.23K	0.01%
Avidian Wealth Solutions, LLC	14.10K	Jun 30, 26	+1.54K	0.01%
HANOVER ADVISORS INC	14.09K	Jun 30, 26	+2.63K	0.01%
ALTERNA WEALTH MANAGEMENT, INC	14.06K	Jun 30, 26	-20.02K	0.01%
PRINCIPAL SECURITIES, INC.	14.05K	Jun 30, 26	+1.43K	0.01%
REDW Wealth LLC	13.76K	Jun 30, 26	--	0.01%
Sarver Vrooman Wealth Advisors	13.75K	Jun 30, 26	-12	0.01%
MTM Investment Management, LLC	13.56K	Jun 30, 26	+12.00K	0.01%
SIGNATUREFD, LLC	13.45K	Jun 30, 26	+2.16K	0.01%
Financial Advisory Corp	13.24K	Jun 30, 26	+144	0.01%
RIVERCHASE WEALTH MANAGEMENT, LLC	13.15K	Jun 30, 26	+13.15K	0.01%
One Day In July LLC	13.07K	Jun 30, 26	+130	0.01%
GAMMA Investing LLC	12.76K	Jun 30, 26	+7.48K	0.01%
Berkshire Money Management, Inc.	12.76K	Jun 30, 26	+12.76K	0.01%
Atwater Malick LLC	12.67K	Jun 30, 26	--	0.01%
United Community Bank	12.65K	Jun 30, 26	-500	0.01%
BRYN MAWR TRUST Co	12.15K	Jun 30, 26	--	0.01%
CIBC Bancorp USA Inc.	11.92K	Jun 30, 26	+11.92K	0.01%
NWAM LLC	11.48K	Jun 30, 26	+104	0.01%
SEEDS INVESTOR LLC	11.48K	Jun 30, 26	+887	0.01%
Sentinus, LLC	11.31K	Jun 30, 26	--	0.01%
Highland Financial Advisors, LLC	11.11K	Jun 30, 26	--	0.01%
Spartan Wealth Advisory Services LLC	11.08K	Jun 30, 26	-7.09K	0.01%
Next Level Wealth Planning, LLC	10.95K	Jun 30, 26	+10.95K	0.01%
Briggs Wealth Management, Inc	10.70K	Jun 30, 26	--	0.01%
AMG National Trust Bank	10.56K	Jun 30, 26	+10.56K	0.01%
Provenance Wealth Advisors, LLC	10.55K	Jun 30, 26	--	0.01%
Betterment LLC	10.31K	Jun 30, 26	+10.31K	0.01%
Waterford Advisors, LLC	9.89K	Jun 30, 26	+9.89K	0.01%
Aprio Wealth Management, LLC	9.88K	Jun 30, 26	-20.75K	0.01%
Arnold Financial Planning LLC	9.86K	Jun 30, 26	--	0.01%
Csenge Advisory Group	9.78K	Jun 30, 26	+5	0.01%
Miller Capital Partners, Inc.	9.68K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	9.59K	Jun 30, 26	+98	0.01%
Walser Wealth Management Company, A Ltd Liability Co	9.55K	Jun 30, 26	+9.55K	0.01%
Ashton Thomas Private Wealth, LLC	9.44K	Jun 30, 26	+329	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.38K	Jun 30, 26	+9.38K	0.01%
Diversify Advisory Services, LLC	9.38K	Jun 30, 26	+9.38K	0.01%
WealthPlan Investment Management, LLC	9.32K	Jun 30, 26	--	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	9.25K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	9.19K	Jun 30, 26	--	0.01%
MinichMacGregor Wealth Management, LLC	9.08K	Jun 30, 26	--	0.01%
SCOTIA CAPITAL INC.	8.90K	Jun 30, 26	--	0.01%
CHOREO, LLC	8.82K	Jun 30, 26	+99	0.01%
Plancorp, LLC	8.76K	Jun 30, 26	+99	0.01%
Kingsview Wealth Management, LLC	8.69K	Jun 30, 26	+8.69K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.63K	Jun 30, 26	--	0.01%
Waverly Advisors, LLC	8.62K	Jun 30, 26	+8.62K	0.00%
Bogart Wealth, LLC	8.46K	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	7.32K	Jun 30, 26	+5.02K	0.00%
Addison Advisors LLC	6.09K	Jun 30, 26	-5.37K	0.00%
NATIONAL BANK OF CANADA /FI/	4.95K	Jun 30, 26	+1.69K	0.00%
BALLAST ADVISORS LLC	4.93K	Jun 30, 26	+3.20K	0.00%
PITTENGER & ANDERSON INC	4.71K	Jun 30, 26	+2.16K	0.00%
FMR LLC	4.46K	Jun 30, 26	-1.44K	0.00%
AE Wealth Management LLC	4.45K	Jun 30, 26	+571	0.00%
Trust Co	4.02K	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	3.83K	Jun 30, 26	--	0.00%
NBH Bank	3.68K	Jun 30, 26	+3.68K	0.00%
CNB Bank	3.55K	Jun 30, 26	+167	0.00%
Truvestments Capital LLC	3.50K	Jun 30, 26	--	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3.25K	Jun 30, 26	+37	0.00%
Ronald Blue Trust, Inc.	2.93K	Jun 30, 26	+2.11K	0.00%
BARCLAYS PLC	2.85K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	2.62K	Jun 30, 26	-31	0.00%
Larson Financial Group LLC	2.54K	Jun 30, 26	+23	0.00%
Hurley Capital, LLC	2.32K	Jun 30, 26	+1.32K	0.00%
BURKETT FINANCIAL SERVICES, LLC	2.14K	Jun 30, 26	+25	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.72K	Jun 30, 26	--	0.00%
Rossby Financial, LCC	1.69K	Jun 30, 26	+870	0.00%
Coastline Trust Co	1.48K	Jun 30, 26	--	0.00%
EASTERN BANK	1.43K	Jun 30, 26	+50	0.00%
Fairway Wealth LLC	1.29K	Jun 30, 26	+1.29K	0.00%
Pioneer Family Office, LLC	910	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	885	Jun 30, 26	+10	0.00%
MCGUIRE CAPITAL ADVISORS INC	800	Jun 30, 26	+800	0.00%
JFS WEALTH ADVISORS, LLC	742	Jun 30, 26	+742	0.00%
Venturi Wealth Management, LLC	717	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	642	Jun 30, 26	-1.69K	0.00%
Key FInancial Inc	557	Jun 30, 26	-85	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	530	Jun 30, 26	--	0.00%
First PREMIER Bank	329	Jun 30, 26	--	0.00%
Asset Dedication, LLC	325	Jun 30, 26	--	0.00%
LOGAN CAPITAL MANAGEMENT INC	293	Jun 30, 26	+293	0.00%
VANGUARD ADVISERS INC	133	Jun 30, 26	--	0.00%
HOEY INVESTMENTS, INC	130	Jun 30, 26	+130	0.00%
Golden State Wealth Management, LLC	69	Jun 30, 26	+1	0.00%
Michael S. Ryan, Inc.	--	Jun 30, 26	-114.82K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-12.03K	--
Maridea Wealth Management LLC	--	Jun 30, 26	-10.80K	--
Banque Cantonale Vaudoise	--	Jun 30, 26	-9.72K	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.59K	--
SOA Wealth Advisors, LLC.	--	Jun 30, 26	-1	--
WHITENER CAPITAL MANAGEMENT, INC.	--	Jun 30, 26	-9.40K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Jun 30, 26	-47.37K	--
Signature Resources Capital Management, LLC	--	Jun 30, 26	-200	--
MGO ONE SEVEN LLC	--	Jun 30, 26	-12.37K	--
ES4, LLC	--	Jun 30, 26	-452.71K	--
AlphaCore Capital LLC	--	Jun 30, 26	-870	--
Atria Investments, Inc	--	Jun 30, 26	-224.51K	--
BESSEMER GROUP INC	--	Jun 30, 26	-10.17K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-6.09K	--
Evergreen Wealth Partners LLC	--	Jun 30, 26	-10.95K	--
Miller Global Investments, LLC	--	Jun 30, 26	-4.20K	--
NOVEM GROUP	--	Jun 30, 26	-551.51K	--
Napier Financial, LLC	--	Jun 30, 26	-2.98K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.00K	--
Allworth Financial LP	--	Jun 30, 26	-315.74K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-1.81K	--
LITTLEJOHN FINANCIAL SERVICES, INC.	--	Jun 30, 26	-143.96K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-766	--
Knights of Columbus Asset Advisors LLC	--	Jun 30, 26	-1.24K	--
Kesler, Norman & Wride, LLC	--	Jun 30, 26	-172.17K	--
MCF Advisors LLC	--	Jun 30, 26	-424.25K	--
THREADGILL FINANCIAL, LLC	--	Jun 30, 26	-923.43K	--
RITHOLTZ WEALTH MANAGEMENT	--	Jun 30, 26	-10.48K	--
Motley Fool Wealth Management, LLC	--	Jun 30, 26	-461.78K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-379.60K	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-337.54K	--
Independent Advisor Alliance	--	Jun 30, 26	-9.78K	--
CWM, LLC	263.88K	Mar 31, 26	+35.52K	0.15%
Signature Wealth Management Group	245.79K	Mar 31, 26	-286	0.14%
Cherry Tree Wealth Management, LLC	195.63K	Mar 31, 26	-612	0.11%
Leo Wealth, LLC	191.15K	Mar 31, 26	+17.21K	0.11%
McIlrath & Eck, LLC	9.75K	Mar 31, 26	+2.71K	0.01%
Bank of Jackson Hole Trust	3.68K	Mar 31, 26	--	0.00%
COMERICA BANK	60.20K	Dec 31, 25	+5.87K	0.03%
Austin Private Wealth, LLC	23.76K	Dec 31, 25	-987	0.01%
CIBC Private Wealth Group, LLC	6.75K	Dec 31, 25	+6.75K	0.00%
Stephens Consulting, LLC	1.58K	Dec 31, 25	+1.58K	0.00%
Vishria Bird Financial Group, LLC	826.06K	Sep 30, 25	+826.06K	0.48%
Masso Torrence Wealth Management Inc.	22.48K	Sep 30, 25	--	0.01%
FULLCIRCLE WEALTH LLC	8.92K	Sep 30, 25	--	0.01%
Hemington Wealth Management	1.46K	Sep 30, 25	--	0.00%
Centricity Wealth Management, LLC	84.84K	Jun 30, 25	+6.70K	0.05%
First Horizon Advisors, Inc.	3.33K	Jun 30, 25	--	0.00%
Sandy Spring Bank	249.01K	Mar 31, 25	+10.93K	0.14%
Sabal Trust CO	198.11K	Mar 31, 25	+22.42K	0.11%
Safeguard Financial, LLC	100.25K	Mar 31, 25	+38.85K	0.06%
Spectrum Wealth Counsel, LLC	22.66K	Mar 31, 25	-1.98K	0.01%
CAROLINAS WEALTH CONSULTING LLC	71	Mar 31, 25	--	0.00%
Executive Wealth Management, LLC	171.21K	Dec 31, 24	+43.09K	0.10%
Kades & Cheifetz LLC	14.44K	Dec 31, 24	+14.44K	0.01%
Private Portfolio Partners LLC	13.20K	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	1.28M	Sep 30, 24	+251.96K	0.74%
Gateway Advisory, LLC	942.32K	Sep 30, 24	+34.76K	0.55%
RAYMOND JAMES & ASSOCIATES	255.47K	Sep 30, 24	+45.03K	0.15%
Platte River Wealth Advisors, LLC	211.79K	Sep 30, 24	-10.38K	0.12%
RAYMOND JAMES TRUST N.A.	9.61K	Sep 30, 24	+9.61K	0.01%
FinTrust Capital Advisors, LLC	5.99K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	189.08K	Jun 30, 24	+32.34K	0.11%
BlackRock Inc.	51	Jun 30, 24	-1.24K	0.00%
Cetera Advisors LLC	16.94K	Mar 31, 24	+16.94K	0.01%
Bartlett & Co. LLC	600	Dec 31, 23	--	0.00%
LEO BROKERAGE, LLC	22.50K	Jun 30, 23	+22.50K	0.01%
Vigilant Capital Management, LLC	10.92K	Jun 30, 23	+45	0.01%
Sargent Bickham Lagudis LLC	820	Dec 31, 22	+45	0.00%
H. L. Ormond & Company, LLC	32.43K	Sep 30, 22	+18.91K	0.02%
American Portfolios Advisors	1.82K	Sep 30, 22	+1.82K	0.00%
Farmer Steven Patrick	542.64K	Jun 30, 22	+542.64K	0.31%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.40K	Dec 31, 19	+2.40K	0.00%

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Holder

Date

Change

% Held

SHUFRO ROSE & CO LLC

8.67M

Jun 30, 26

+4.69M

5.03%

BANK OF AMERICA CORP /DE/

7.63M

Jun 30, 26

+317.10K

4.43%

Aptus Capital Advisors, LLC

6.50M

Jun 30, 26

+115.99K

3.77%

MORGAN STANLEY

6.49M

Jun 30, 26

-205.28K

3.76%

MERCER GLOBAL ADVISORS INC /ADV

5.79M

Jun 30, 26

+757.88K

3.36%

CAPITAL ADVISORS INC/OK

5.14M

Jun 30, 26

+56.62K

2.98%

Capital Investment Advisors, LLC

4.04M

Jun 30, 26

+171.53K

2.34%

UBS Group AG

3.89M

Jun 30, 26

+206.11K

2.26%

RAYMOND JAMES FINANCIAL INC

3.60M

Jun 30, 26

+427.46K

2.09%

HM PAYSON & CO

3.14M

Jun 30, 26

+314.94K

1.82%

Lido Advisors, LLC

2.85M

Jun 30, 26

-414.06K

1.65%

LPL Financial LLC

2.51M

Jun 30, 26

+123.53K

1.45%

ROYAL BANK OF CANADA

2.29M

Jun 30, 26

-51.09K

1.33%

WELLS FARGO & COMPANY/MN

2.22M

Jun 30, 26

+95.08K

1.29%

SUMMITRY LLC

2.02M

Jun 30, 26

+116.89K

1.17%

HighTower Advisors, LLC

1.98M

Jun 30, 26

+113.51K

1.15%

Sound View Wealth Advisors Group, LLC

1.90M

Jun 30, 26

+128.66K

1.10%

WOODMONT INVESTMENT COUNSEL LLC

1.77M

Jun 30, 26

+19.78K

1.03%

AMERIPRISE FINANCIAL INC

1.63M

Jun 30, 26

+529.90K

0.95%

Klingman & Associates, LLC

1.62M

Jun 30, 26

+41.77K

0.94%

SIGMA INVESTMENT COUNSELORS INC

1.56M

Jun 30, 26

+18.23K

0.91%

Gratus Wealth Advisors, LLC

1.55M

Jun 30, 26

+41.42K

0.90%

Venture Visionary Partners LLC

1.49M

Jun 30, 26

-2.30K

0.87%

Meiji Yasuda Life Insurance Co

1.31M

Jun 30, 26

+136.00K

0.76%

Summit Financial, LLC

1.23M

Jun 30, 26

+116.24K

0.71%

Kathmere Capital Management, LLC

1.22M

Jun 30, 26

+69.79K

0.71%

Wealthcare Advisory Partners LLC

1.22M

Jun 30, 26

+41.44K

0.71%

RVW Wealth, LLC

1.21M

Jun 30, 26

+61.91K

0.70%

Advisors Capital Management, LLC

1.21M

Jun 30, 26

+70.22K

0.70%

COMMONWEALTH EQUITY SERVICES, LLC

1.18M

Jun 30, 26

+36.47K

0.69%

Seven Springs Wealth Group, LLC

1.16M

Jun 30, 26

-2.68K

0.67%

HOWLAND CAPITAL MANAGEMENT LLC

1.12M

Jun 30, 26

+102.78K

0.65%

Kestra Advisory Services, LLC

937.76K

Jun 30, 26

+130.84K

0.54%

MV CAPITAL MANAGEMENT, INC.

880.84K

Jun 30, 26

+9.68K

0.51%

Summit Asset Management, LLC

793.99K

Jun 30, 26

+15.76K

0.46%

CAPTRUST FINANCIAL ADVISORS

764.13K

Jun 30, 26

+110.84K

0.44%

BlackRock, Inc.

740.82K

Jun 30, 26

+125.81K

0.43%

FIRST NATIONAL TRUST CO

715.82K

Jun 30, 26

+54.57K

0.42%

US BANCORP \DE\

715.22K

Jun 30, 26

+27.86K

0.41%

ARROW FINANCIAL CORP

655.96K

Jun 30, 26

+14.34K

0.38%

Ironwood Financial, llc

636.74K

Jun 30, 26

+77.65K

0.37%

STIFEL FINANCIAL CORP

613.54K

Jun 30, 26

+50.47K

0.36%

Rockefeller Capital Management L.P.

605.09K

Jun 30, 26

+11.41K

0.35%

Mesirow Financial Investment Management, Inc.

599.06K

Jun 30, 26

+144.70K

0.35%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

572.04K

Jun 30, 26

+42.00K

0.33%

Windsor Capital Management, LLC

562.59K

Jun 30, 26

+19.26K

0.33%

Robertson Stephens Wealth Management, LLC

555.79K

Jun 30, 26

-6.36K

0.32%

Baltimore-Washington Financial Advisors, Inc.

552.05K

Jun 30, 26

+48.10K

0.32%

LYELL WEALTH MANAGEMENT, LP

546.94K

Jun 30, 26

+42.32K

0.32%

Probity Advisors, Inc.

540.85K

Jun 30, 26

+40.41K

0.31%

SPINNAKER TRUST

536.92K

Jun 30, 26

+126.13K

0.31%

Ruggaard & Associates LLC

528.72K

Jun 30, 26

+16.89K

0.31%

CENTRAL TRUST Co

517.93K

Jun 30, 26

+34.59K

0.30%

Glenview Trust Co

510.50K

Jun 30, 26

+15.43K

0.30%

ENVESTNET ASSET MANAGEMENT INC

485.03K

Jun 30, 26

+70.88K

0.28%

REBALANCE, LLC

458.53K

Jun 30, 26

+5.51K

0.27%

Strid Group, LLC

443.78K

Jun 30, 26

+221.67K

0.26%

Parkway Wealth Management Group, LLC

439.74K

Jun 30, 26

+3.00K

0.26%

Peloton Wealth Strategists

405.14K

Jun 30, 26

+11.50K

0.24%

BENJAMIN EDWARDS INC

404.09K

Jun 30, 26

-25.99K

0.23%

Global Retirement Partners, LLC

397.72K

Jun 30, 26

+397.72K

0.23%

First International Bank of Israel Ltd.

395.00K

Jun 30, 26

0.23%

LBMC INVESTMENT ADVISORS, LLC

367.27K

Jun 30, 26

+59.69K

0.21%

ARCADIA INVESTMENT ADVISORS LLC

347.59K

Jun 30, 26

+25.99K

0.20%

Penobscot Investment Management Company, Inc.

343.06K

Jun 30, 26

+80.20K

0.20%

Guidance Point Advisors, LLC

341.57K

Jun 30, 26

+19.28K

0.20%

Integrated Wealth Concepts LLC

337.05K

Jun 30, 26

+175.98K

0.20%

Parallel Advisors, LLC

313.88K

Jun 30, 26

+35.09K

0.18%

InvesTrust

309.43K

Jun 30, 26

+36.35K

0.18%

Envision Financial Planning, LLC

305.47K

Jun 30, 26

+2.08K

0.18%

SPRENG CAPITAL MANAGEMENT, INC.

298.46K

Jun 30, 26

+298.46K

0.17%

Praetorian Wealth Management, Inc.

297.92K

Jun 30, 26

+7.90K

0.17%

Cetera Investment Advisers

286.88K

Jun 30, 26

+86.98K

0.17%

Beacon Pointe Advisors, LLC

279.05K

Jun 30, 26

+11.76K

0.16%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

278.42K

Jun 30, 26

+78.43K

0.16%

J.W. COLE ADVISORS, INC.

277.60K

Jun 30, 26

-2.61K

0.16%

IFP Advisors, Inc

272.98K

Jun 30, 26

+7.06K

0.16%

Janney Montgomery Scott LLC

272.50K

Jun 30, 26

+89.04K

0.16%

Merit Financial Group, LLC

261.66K

Jun 30, 26

+54.02K

0.15%

EP Wealth Advisors, LLC

256.33K

Jun 30, 26

+140.47K

0.15%

Snowden Capital Advisors LLC

255.69K

Jun 30, 26

+36.48K

0.15%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

250.49K

Jun 30, 26

+238.83K

0.15%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

249.41K

Jun 30, 26

+50.30K

0.14%

HAMEL ASSOCIATES, INC.

245.62K

Jun 30, 26

-1.09K

0.14%

Apollon Wealth Management, LLC

245.09K

Jun 30, 26

+245.09K

0.14%

Great Diamond Partners, LLC

235.58K

Jun 30, 26

+168.70K

0.14%

Cambridge Investment Research Advisors, Inc.

235.32K

Jun 30, 26

+27.43K

0.14%

Atlantic Union Bankshares Corp

233.77K

Jun 30, 26

-6.41K

0.14%

4Thought Financial Group Inc.

233.47K

Jun 30, 26

+46.82K

0.14%

Houlihan Financial Resource Group, Ltd.

232.70K

Jun 30, 26

+9.54K

0.13%

Winthrop Partners - WNY, LLC

227.80K

Jun 30, 26

+9.60K

0.13%

Krilogy Financial LLC

226.78K

Jun 30, 26

+365

0.13%

HANCOCK WHITNEY CORP

226.51K

Jun 30, 26

+1.57K

0.13%

Resources Investment Advisors, LLC.

217.10K

Jun 30, 26

-29.88K

0.13%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

214.16K

Jun 30, 26

+73.26K

0.12%

ADVISOR GROUP HOLDINGS, INC.

211.82K

Jun 30, 26

+34.30K

0.12%

REGIONS FINANCIAL CORP

206.40K

Jun 30, 26

+11.79K

0.12%

MEMBERS WEALTH LLC

202.25K

Jun 30, 26

+18.48K

0.12%

10Elms LLP

199.14K

Jun 30, 26

+101.72K

0.12%

Sowell Financial Services LLC

193.16K

Jun 30, 26

-78

0.11%

Rossmore Private Capital

191.19K

Jun 30, 26

+20.08K

0.11%

Heartland Bank & Trust Co

190.83K

Jun 30, 26

+42.34K

0.11%

Chicago Partners Investment Group LLC

190.31K

Jun 30, 26

+2.15K

0.11%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

189.73K

Jun 30, 26

+49.42K

0.11%

JONES FINANCIAL COMPANIES LLLP

188.01K

Jun 30, 26

+26.69K

0.11%

Newman Dignan & Sheerar, Inc.

186.68K

Jun 30, 26

+4.12K

0.11%

SONATA CAPITAL GROUP INC

185.74K

Jun 30, 26

+20.72K

0.11%

PRECEDENT WEALTH PARTNERS, LLC

183.50K

Jun 30, 26

+31.16K

0.11%

Valmark Advisers, Inc.

181.41K

Jun 30, 26

+35.30K

0.11%

Crews Bank & Trust

179.02K

Jun 30, 26

-4.29K

0.10%

Miracle Mile Advisors, LLC

178.23K

Jun 30, 26

+35.96K

0.10%

Wilkins Miller Wealth Management, LLC

176.18K

Jun 30, 26

+49

0.10%

EIGHT 31 FINANCIAL LLC

174.33K

Jun 30, 26

+3.95K

0.10%

Syntegra Private Wealth Group, LLC

171.11K

Jun 30, 26

-5.39K

0.10%

MML INVESTORS SERVICES, LLC

165.75K

Jun 30, 26

+38.03K

0.10%

HARBOR ADVISORY CORP /MA/

164.81K

Jun 30, 26

+15.91K

0.10%

Roble, Belko & Company, Inc

164.44K

Jun 30, 26

+45.13K

0.10%

Covington Investment Advisors Inc.

162.15K

Jun 30, 26

+77.09K

0.09%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

159.05K

Jun 30, 26

+42.65K

0.09%

ADIRONDACK TRUST CO

158.39K

Jun 30, 26

+6.52K

0.09%

Laurel Wealth Advisors LLC

158.16K

Jun 30, 26

+13.55K

0.09%

Whalen Wealth Management Inc.

157.04K

Jun 30, 26

+410

0.09%

Commonwealth Financial Services, LLC

151.30K

Jun 30, 26

-313.05K

0.09%

FULTON BREAKEFIELD BROENNIMAN LLC

151.14K

Jun 30, 26

+6.14K

0.09%

Stonebrook Private Inc.

144.66K

Jun 30, 26

+2.94K

0.08%

LFA - Lugano Financial Advisors SA

144.51K

Jun 30, 26

-7.13K

0.08%

FourThought Financial Partners, LLC

138.56K

Jun 30, 26

+15.21K

0.08%

Godshalk Welsh Capital Management, Inc.

136.80K

Jun 30, 26

+4.05K

0.08%

Belpointe Asset Management LLC

134.56K

Jun 30, 26

+21.20K

0.08%

MEITAV INVESTMENT HOUSE LTD

133.26K

Jun 30, 26

+41.91K

0.08%

FIFTH THIRD BANCORP

133.20K

Jun 30, 26

+18.09K

0.08%

4J Wealth Management LLC

126.06K

Jun 30, 26

+7.06K

0.07%

LifePlan Financial, LLC

125.03K

Jun 30, 26

+2.49K

0.07%

Matthew Goff Investment Advisor, LLC

123.52K

Jun 30, 26

+123.52K

0.07%

Hills Bank & Trust Co

122.69K

Jun 30, 26

+108.26K

0.07%

Cornerstone Planning, LLC

121.30K

Jun 30, 26

-240.13K

0.07%

MONECO Advisors, LLC

119.97K

Jun 30, 26

-493

0.07%

AssuredPartners Investment Advisors, LLC

118.33K

Jun 30, 26

+11.73K

0.07%

CABOT WEALTH MANAGEMENT INC

117.26K

Jun 30, 26

+26.56K

0.07%

Chesley Taft & Associates LLC

113.90K

Jun 30, 26

+11.00K

0.07%

High Note Wealth, LLC

113.17K

Jun 30, 26

+63.17K

0.07%

LEAVELL INVESTMENT MANAGEMENT, INC.

112.88K

Jun 30, 26

+24.43K

0.07%

Madden Advisory Services, Inc.

111.47K

Jun 30, 26

+3.02K

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

110.04K

Jun 30, 26

-95.19K

0.06%

Cornell Pochily Investment Advisors, Inc.

109.63K

Jun 30, 26

-76.00K

0.06%

Evergreen Wealth Solutions, LLC

109.23K

Jun 30, 26

+109.23K

0.06%

Beaumont Asset Management, L.L.C.

109.20K

Jun 30, 26

+2.97K

0.06%

Sightline Wealth Advisors, LLC

109.05K

Jun 30, 26

+54.86K

0.06%

Breachway Investments LLC

107.81K

Jun 30, 26

+2.54K

0.06%

ASSOCIATED BANC-CORP

107.22K

Jun 30, 26

+13.94K

0.06%

Northstar Group, Inc.

107.20K

Jun 30, 26

+11.16K

0.06%

Modern Wealth Management, LLC

105.98K

Jun 30, 26

+105.98K

0.06%

Segment Wealth Management, LLC

101.69K

Jun 30, 26

+12.48K

0.06%

Meridian Wealth Management, LLC

101.19K

Jun 30, 26

+9.18K

0.06%

HARBOR INVESTMENT ADVISORY, LLC

100.76K

Jun 30, 26

+16.11K

0.06%

Keeler THomas Management LLC

100.01K

Jun 30, 26

-6.83K

0.06%

Mariner, LLC

96.27K

Jun 30, 26

-85.71K

0.06%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

95.71K

Jun 30, 26

+15.60K

0.06%

Resonant Capital Advisors, LLC

94.40K

Jun 30, 26

-877

0.05%

SAX WEALTH ADVISORS, LLC

90.84K

Jun 30, 26

+1.50K

0.05%

Fortis Capital Management LLC

88.36K

Jun 30, 26

+25.20K

0.05%

IFG Advisory, LLC

85.99K

Jun 30, 26

+85.99K

0.05%

JPMORGAN CHASE & CO

85.24K

Jun 30, 26

-98.55K

0.05%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

83.49K

Jun 30, 26

-17.80K

0.05%

ROMANO BROTHERS AND COMPANY

82.53K

Jun 30, 26

+5.42K

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

81.30K

Jun 30, 26

-250

0.05%

Creative Planning

79.56K

Jun 30, 26

+8.45K

0.05%

WRAPMANAGER INC

75.86K

Jun 30, 26

-7.59K

0.04%

Advance Capital Management, Inc.

75.62K

Jun 30, 26

+4.41K

0.04%

BEACON FINANCIAL GROUP

75.45K

Jun 30, 26

-794

0.04%

TFR Capital, LLC.

72.87K

Jun 30, 26

+7.56K

0.04%

McGlone Suttner Wealth Management, Inc.

72.19K

Jun 30, 26

+6.48K

0.04%

Bullock Wealth Management Group

67.53K

Jun 30, 26

+67.53K

0.04%

Cyr Financial Inc.

65.62K

Jun 30, 26

+5.77K

0.04%

Jefferson Bridge Capital, LLC

65.29K

Jun 30, 26

-5.46K

0.04%

COWA, LLC

64.95K

Jun 30, 26

-1.37K

0.04%

Paradigm, Strategies in Wealth Management, LLC

63.44K

Jun 30, 26

+663

0.04%

Foundry Financial Group, Inc.

62.76K

Jun 30, 26

+265

0.04%

Mendota Financial Group, LLC

61.67K

Jun 30, 26

+22.08K

0.04%

First Fiduciary Investment Counsel, Inc.

59.32K

Jun 30, 26

+65

0.03%

Jacobi Capital Management LLC

59.13K

Jun 30, 26

+11.38K

0.03%

Equitable Holdings, Inc.

59.05K

Jun 30, 26

-220.17K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

58.60K

Jun 30, 26

0.03%

DRIVE WEALTH MANAGEMENT, LLC

54.55K

Jun 30, 26

-186

0.03%

Reliant Wealth Planning

54.48K

Jun 30, 26

+839

0.03%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

53.47K

Jun 30, 26

+53.47K

0.03%

Cartesian Growth Corp

53.35K

Jun 30, 26

+53.35K

0.03%

Neuberger Berman Group LLC

52.52K

Jun 30, 26

+2.66K

0.03%

TABR Capital Management, LLC

51.89K

Jun 30, 26

+51.89K

0.03%

Montecito Bank & Trust

51.17K

Jun 30, 26

+4.00K

0.03%

Beaumont Financial Advisors, LLC

50.33K

Jun 30, 26

-1.03K

0.03%

Journey Advisory Group, LLC

50.10K

Jun 30, 26

0.03%

Camelot Portfolios, LLC

49.86K

Jun 30, 26

-143

0.03%

Walleye Partners, LLC

49.61K

Jun 30, 26

+565

0.03%

Archford Capital Strategies, LLC

48.75K

Jun 30, 26

-2.87K

0.03%

Conrad Siegel Investment Advisors, Inc.

47.58K

Jun 30, 26

+795

0.03%

FIRST MANHATTAN CO. LLC.

47.16K

Jun 30, 26

+25.37K

0.03%

FIDUCIARY FINANCIAL ADVISORS

46.17K

Jun 30, 26

+46.17K

0.03%

Helen Stephens Group, LLC

45.11K

Jun 30, 26

+45.11K

0.03%

Farmers National Bank

44.71K

Jun 30, 26

0.03%

Farther Finance Advisors, LLC

44.51K

Jun 30, 26

-7.93K

0.03%

Gilbert Capital Group, Inc.

42.59K

Jun 30, 26

-3.68K

0.02%

Gilbert & Cook, Inc.

42.31K

Jun 30, 26

0.02%

Bank of New Hampshire

41.34K

Jun 30, 26

-2.30K

0.02%

LITTLE HOUSE CAPITAL LLC

40.45K

Jun 30, 26

+1.01K

0.02%

TD Waterhouse Canada Inc.

40.27K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

40.26K

Jun 30, 26

-7.09K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

40.04K

Jun 30, 26

+40.04K

0.02%

Granite Harbor Advisors, Inc.

38.85K

Jun 30, 26

+406

0.02%

HALLMARK CAPITAL MANAGEMENT INC

38.37K

Jun 30, 26

+1.69K

0.02%

BLUE SQUARE ASSET MANAGEMENT, LLC

38.27K

Jun 30, 26

-568

0.02%

FIRST INTERSTATE BANK

36.93K

Jun 30, 26

0.02%

DUNCKER STREETT & CO INC

35.43K

Jun 30, 26

+403

0.02%

NewEdge Advisors, LLC

34.65K

Jun 30, 26

-1.02K

0.02%

BARRETT & COMPANY, INC.

34.61K

Jun 30, 26

+12.10K

0.02%

Seneca House Advisors

34.38K

Jun 30, 26

-6.40K

0.02%

Accretive Wealth Partners, LLC

34.24K

Jun 30, 26

0.02%

Schuylkill Financial LLC

33.93K

Jun 30, 26

+33.93K

0.02%

Princeton Global Asset Management LLC

32.97K

Jun 30, 26

+3.54K

0.02%

FORVIS Wealth Advisors, LLC

32.34K

Jun 30, 26

0.02%

Foundation Wealth Management, LLC

32.21K

Jun 30, 26

+2.20K

0.02%

Bank of New York Mellon Corp

32.09K

Jun 30, 26

-1.01K

0.02%

Brookstone Capital Management

31.45K

Jun 30, 26

-1.13K

0.02%

Autumn Glory Partners, LLC

31.42K

Jun 30, 26

+2.60K

0.02%

ROBINSON SMITH WEALTH ADVISORS LLC

30.68K

Jun 30, 26

+3.75K

0.02%

Concurrent Investment Advisors, LLC

30.41K

Jun 30, 26

+30.41K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

30.35K

Jun 30, 26

-457

0.02%

DecisionMap Wealth Management, LLC

30.25K

Jun 30, 26

-290

0.02%

Straight Path Wealth Management

30.18K

Jun 30, 26

+11.45K

0.02%

OFS Enterprise LLC

29.75K

Jun 30, 26

0.02%

Stokes Family Office, LLC

29.46K

Jun 30, 26

+5.11K

0.02%

TRUIST FINANCIAL CORP

29.43K

Jun 30, 26

-37.40K

0.02%

DEARBORN PARTNERS LLC

28.98K

Jun 30, 26

+2.73K

0.02%

Curbstone Financial Management Corp

28.74K

Jun 30, 26

0.02%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

28.11K

Jun 30, 26

+994

0.02%

Redwood Financial Network Corp

27.87K

Jun 30, 26

-62

0.02%

CVA Family Office, LLC

27.72K

Jun 30, 26

0.02%

CGN Advisors LLC

27.53K

Jun 30, 26

-1.70K

0.02%

Private Advisor Group, LLC

27.40K

Jun 30, 26

-64.01K

0.02%

JANE STREET GROUP, LLC

27.32K

Jun 30, 26

-83.67K

0.02%

Baird Financial Group, Inc.

26.62K

Jun 30, 26

+5.18K

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

26.34K

Jun 30, 26

+3.77K

0.02%

Advisory Services Network, LLC

26.21K

Jun 30, 26

+1.03K

0.02%

HORAN Wealth, LLC

26.19K

Jun 30, 26

+3.73K

0.02%

Van Hulzen Asset Management, LLC

26.11K

Jun 30, 26

+675

0.02%

Dorsey & Whitney Trust CO LLC

26.00K

Jun 30, 26

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

25.65K

Jun 30, 26

+391

0.01%

ADG Wealth Management Group, LLC

25.44K

Jun 30, 26

+15

0.01%

Clearstead Advisors, LLC

25.36K

Jun 30, 26

+171

0.01%

SMITH, MOORE & CO.

25.08K

Jun 30, 26

-3.94K

0.01%

FOCUSED ALPHA, LLC

25.05K

Jun 30, 26

-302

0.01%

Ellis Investment Partners, LLC

24.25K

Jun 30, 26

+392

0.01%

TABLEAUX LLC

23.63K

Jun 30, 26

-2.19K

0.01%

American Trust

23.45K

Jun 30, 26

0.01%

Freestone Capital Holdings, LLC

23.26K

Jun 30, 26

-13.56K

0.01%

NAPLES GLOBAL ADVISORS, LLC

23.00K

Jun 30, 26

-770

0.01%

Snider Financial Group

22.82K

Jun 30, 26

-10.20K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

22.31K

Jun 30, 26

-4.05K

0.01%

Cerity Partners LLC

22.27K

Jun 30, 26

-2.30K

0.01%

Clear Harbor Asset Management, LLC

22.07K

Jun 30, 26

+5.07K

0.01%

Colony Group, LLC

22.03K

Jun 30, 26

+22.03K

0.01%

JAMES INVESTMENT RESEARCH INC

22.01K

Jun 30, 26

0.01%

XY Planning Network, Inc.

21.88K

Jun 30, 26

+21.88K

0.01%

Community Financial Services Group, LLC

21.72K

Jun 30, 26

+21.72K

0.01%

Koshinski Asset Management, Inc.

21.63K

Jun 30, 26

+1.14K

0.01%

Moors & Cabot, Inc.

21.35K

Jun 30, 26

+115

0.01%

Gradient Capital Advisors, LLC

21.09K

Jun 30, 26

0.01%

Integrated Advisors Network LLC

20.23K

Jun 30, 26

+1.51K

0.01%

Prosperity Planning, Inc.

20.01K

Jun 30, 26

-741

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

19.94K

Jun 30, 26

+216

0.01%

MidFirst Bank

19.83K

Jun 30, 26

-691

0.01%

Mutual Advisors, LLC

19.63K

Jun 30, 26

+1.79K

0.01%

S.E.E.D. Planning Group LLC

19.52K

Jun 30, 26

+19.52K

0.01%

Alliance Wealth Advisors, LLC /UT

19.43K

Jun 30, 26

+19.43K

0.01%

Koesten, Hirschmann & Crabtree, INC.

19.23K

Jun 30, 26

+19.23K

0.01%

WIREGRASS INVESTMENT MANAGEMENT LLC

19.00K

Jun 30, 26

0.01%

Robbins Farley

18.61K

Jun 30, 26

+14

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

18.48K

Jun 30, 26

+17.47K

0.01%

Kerntke Otto McGlone Wealth Management Group

18.46K

Jun 30, 26

+4.18K

0.01%

Clearstead Trust, LLC

18.45K

Jun 30, 26

0.01%

Ancora Advisors, LLC

18.40K

Jun 30, 26

0.01%

Gryphon Financial Partners LLC

18.39K

Jun 30, 26

0.01%

WJ Wealth Management, LLC

17.60K

Jun 30, 26

+3.60K

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

17.37K

Jun 30, 26

+17.37K

0.01%

MIDLAND WEALTH ADVISORS LLC

17.27K

Jun 30, 26

+6.77K

0.01%

Element Wealth, LLC

17.24K

Jun 30, 26

+136

0.01%

Bradley & Co. Private Wealth Management, LLC

17.15K

Jun 30, 26

0.01%

BEACON FINANCIAL PLANNING, INC

16.97K

Jun 30, 26

+3.26K

0.01%

SIMON QUICK ADVISORS, LLC

16.60K

Jun 30, 26

0.01%

Summit Wealth Partners, LLC

16.51K

Jun 30, 26

0.01%

Summit Trail Advisors, LLC

16.35K

Jun 30, 26

+16.35K

0.01%

XML Financial, LLC

16.18K

Jun 30, 26

0.01%

ProVise Management Group, LLC

15.46K

Jun 30, 26

+4.62K

0.01%

Ledyard National Bank

15.45K

Jun 30, 26

+140

0.01%

1900 WEALTH MANAGEMENT LLC

14.98K

Jun 30, 26

0.01%

Hyposwiss Advisors SA

14.96K

Jun 30, 26

+900

0.01%

Advisor OS, LLC

14.96K

Jun 30, 26

+4.64K

0.01%

Crusonia Wealth Advisors LLC

14.75K

Jun 30, 26

+4.25K

0.01%

Lee Financial Co

14.55K

Jun 30, 26

0.01%

Johnson Bixby & Associates, LLC

14.26K

Jun 30, 26

+126

0.01%

Foundations Investment Advisors, LLC

14.24K

Jun 30, 26

+4.17K

0.01%

JDM Financial Group LLC

14.23K

Jun 30, 26

+14.23K

0.01%

Avidian Wealth Solutions, LLC

14.10K

Jun 30, 26

+1.54K

0.01%

HANOVER ADVISORS INC

14.09K

Jun 30, 26

+2.63K

0.01%

ALTERNA WEALTH MANAGEMENT, INC

14.06K

Jun 30, 26

-20.02K

0.01%

PRINCIPAL SECURITIES, INC.

14.05K

Jun 30, 26

+1.43K

0.01%

REDW Wealth LLC

13.76K

Jun 30, 26

0.01%

Sarver Vrooman Wealth Advisors

13.75K

Jun 30, 26

-12

0.01%

MTM Investment Management, LLC

13.56K

Jun 30, 26

+12.00K

0.01%

SIGNATUREFD, LLC

13.45K

Jun 30, 26

+2.16K

0.01%

Financial Advisory Corp

13.24K

Jun 30, 26

+144

0.01%

RIVERCHASE WEALTH MANAGEMENT, LLC

13.15K

Jun 30, 26

+13.15K

0.01%

One Day In July LLC

13.07K

Jun 30, 26

+130

0.01%

GAMMA Investing LLC

12.76K

Jun 30, 26

+7.48K

0.01%

Berkshire Money Management, Inc.

12.76K

Jun 30, 26

+12.76K

0.01%

Atwater Malick LLC

12.67K

Jun 30, 26

0.01%

United Community Bank

12.65K

Jun 30, 26

-500

0.01%

BRYN MAWR TRUST Co

12.15K

Jun 30, 26

0.01%

CIBC Bancorp USA Inc.

11.92K

Jun 30, 26

+11.92K

0.01%

NWAM LLC

11.48K

Jun 30, 26

+104

0.01%

SEEDS INVESTOR LLC

11.48K

Jun 30, 26

+887

0.01%

Sentinus, LLC

11.31K

Jun 30, 26

0.01%

Highland Financial Advisors, LLC

11.11K

Jun 30, 26

0.01%

Spartan Wealth Advisory Services LLC

11.08K

Jun 30, 26

-7.09K

0.01%

Next Level Wealth Planning, LLC

10.95K

Jun 30, 26

+10.95K

0.01%

Briggs Wealth Management, Inc

10.70K

Jun 30, 26

0.01%

AMG National Trust Bank

10.56K

Jun 30, 26

+10.56K

0.01%

Provenance Wealth Advisors, LLC

10.55K

Jun 30, 26

0.01%

Betterment LLC

10.31K

Jun 30, 26

+10.31K

0.01%

Waterford Advisors, LLC

9.89K

Jun 30, 26

+9.89K

0.01%

Aprio Wealth Management, LLC

9.88K

Jun 30, 26

-20.75K

0.01%

Arnold Financial Planning LLC

9.86K

Jun 30, 26

0.01%

Csenge Advisory Group

9.78K

Jun 30, 26

0.01%

Miller Capital Partners, Inc.

9.68K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

9.59K

Jun 30, 26

+98

0.01%

Walser Wealth Management Company, A Ltd Liability Co

9.55K

Jun 30, 26

+9.55K

0.01%

Ashton Thomas Private Wealth, LLC

9.44K

Jun 30, 26

+329

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.38K

Jun 30, 26

+9.38K

0.01%

Diversify Advisory Services, LLC

9.38K

Jun 30, 26

+9.38K

0.01%

WealthPlan Investment Management, LLC

9.32K

Jun 30, 26

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

9.25K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

9.19K

Jun 30, 26

0.01%

MinichMacGregor Wealth Management, LLC

9.08K

Jun 30, 26

0.01%

SCOTIA CAPITAL INC.

8.90K

Jun 30, 26

0.01%

CHOREO, LLC

8.82K

Jun 30, 26

+99

0.01%

Plancorp, LLC

8.76K

Jun 30, 26

+99

0.01%

Kingsview Wealth Management, LLC

8.69K

Jun 30, 26

+8.69K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.63K

Jun 30, 26

0.01%

Waverly Advisors, LLC

8.62K

Jun 30, 26

+8.62K

0.00%

Bogart Wealth, LLC

8.46K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

7.32K

Jun 30, 26

+5.02K

0.00%

Addison Advisors LLC

6.09K

Jun 30, 26

-5.37K

0.00%

NATIONAL BANK OF CANADA /FI/

4.95K

Jun 30, 26

+1.69K

0.00%

BALLAST ADVISORS LLC

4.93K

Jun 30, 26

+3.20K

0.00%

PITTENGER & ANDERSON INC

4.71K

Jun 30, 26

+2.16K

0.00%

FMR LLC

4.46K

Jun 30, 26

-1.44K

0.00%

AE Wealth Management LLC

4.45K

Jun 30, 26

+571

0.00%

Trust Co

4.02K

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

3.83K

Jun 30, 26

0.00%

NBH Bank

3.68K

Jun 30, 26

+3.68K

0.00%

CNB Bank

3.55K

Jun 30, 26

+167

0.00%

Truvestments Capital LLC

3.50K

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

3.25K

Jun 30, 26

+37

0.00%

Ronald Blue Trust, Inc.

2.93K

Jun 30, 26

+2.11K

0.00%

BARCLAYS PLC

2.85K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

2.62K

Jun 30, 26

-31

0.00%

Larson Financial Group LLC

2.54K

Jun 30, 26

+23

0.00%

Hurley Capital, LLC

2.32K

Jun 30, 26

+1.32K

0.00%

BURKETT FINANCIAL SERVICES, LLC

2.14K

Jun 30, 26

+25

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.72K

Jun 30, 26

0.00%

Rossby Financial, LCC

1.69K

Jun 30, 26

+870

0.00%

Coastline Trust Co

1.48K

Jun 30, 26

0.00%

EASTERN BANK

1.43K

Jun 30, 26

+50

0.00%

Fairway Wealth LLC

1.29K

Jun 30, 26

+1.29K

0.00%

Pioneer Family Office, LLC

910

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

885

Jun 30, 26

+10

0.00%

MCGUIRE CAPITAL ADVISORS INC

800

Jun 30, 26

+800

0.00%

JFS WEALTH ADVISORS, LLC

742

Jun 30, 26

+742

0.00%

Venturi Wealth Management, LLC

717

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

642

Jun 30, 26

-1.69K

0.00%

Key FInancial Inc

557

Jun 30, 26

-85

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

530

Jun 30, 26

0.00%

First PREMIER Bank

329

Jun 30, 26

0.00%

Asset Dedication, LLC

325

Jun 30, 26

0.00%

LOGAN CAPITAL MANAGEMENT INC

293

Jun 30, 26

+293

0.00%

VANGUARD ADVISERS INC

133

Jun 30, 26

0.00%

HOEY INVESTMENTS, INC

130

Jun 30, 26

+130

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Michael S. Ryan, Inc.

Jun 30, 26

-114.82K

Arkadios Wealth Advisors

Jun 30, 26

-12.03K

Maridea Wealth Management LLC

Jun 30, 26

-10.80K

Banque Cantonale Vaudoise

Jun 30, 26

-9.72K

Western Wealth Management, LLC

Jun 30, 26

-1.59K

SOA Wealth Advisors, LLC.

Jun 30, 26

-1

WHITENER CAPITAL MANAGEMENT, INC.

Jun 30, 26

-9.40K

THRIVENT FINANCIAL FOR LUTHERANS

Jun 30, 26

-47.37K

Signature Resources Capital Management, LLC

Jun 30, 26

-200

MGO ONE SEVEN LLC

Jun 30, 26

-12.37K

ES4, LLC

Jun 30, 26

-452.71K

AlphaCore Capital LLC

Jun 30, 26

-870

Atria Investments, Inc

Jun 30, 26

-224.51K

BESSEMER GROUP INC

Jun 30, 26

-10.17K

Intentional Wealth Strategies, LLC

Jun 30, 26

-6.09K

Evergreen Wealth Partners LLC

Jun 30, 26

-10.95K

Miller Global Investments, LLC

Jun 30, 26

-4.20K

NOVEM GROUP

Jun 30, 26

-551.51K

Napier Financial, LLC

Jun 30, 26

-2.98K

Sound Income Strategies, LLC

Jun 30, 26

-1.00K

Allworth Financial LP

Jun 30, 26

-315.74K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-1.81K

LITTLEJOHN FINANCIAL SERVICES, INC.

Jun 30, 26

-143.96K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-766

Knights of Columbus Asset Advisors LLC

Jun 30, 26

-1.24K

Kesler, Norman & Wride, LLC

Jun 30, 26

-172.17K

MCF Advisors LLC

Jun 30, 26

-424.25K

THREADGILL FINANCIAL, LLC

Jun 30, 26

-923.43K

RITHOLTZ WEALTH MANAGEMENT

Jun 30, 26

-10.48K

Motley Fool Wealth Management, LLC

Jun 30, 26

-461.78K

CITADEL ADVISORS LLC

Jun 30, 26

-379.60K

Stratos Wealth Partners, LTD.

Jun 30, 26

-337.54K

Independent Advisor Alliance

Jun 30, 26

-9.78K

CWM, LLC

263.88K

Mar 31, 26

+35.52K

0.15%

Signature Wealth Management Group

245.79K

Mar 31, 26

-286

0.14%

Cherry Tree Wealth Management, LLC

195.63K

Mar 31, 26

-612

0.11%

Leo Wealth, LLC

191.15K

Mar 31, 26

+17.21K

0.11%

McIlrath & Eck, LLC

9.75K

Mar 31, 26

+2.71K

0.01%

Bank of Jackson Hole Trust

3.68K

Mar 31, 26

0.00%

COMERICA BANK

60.20K

Dec 31, 25

+5.87K

0.03%

Austin Private Wealth, LLC

23.76K

Dec 31, 25

-987

0.01%

CIBC Private Wealth Group, LLC

6.75K

Dec 31, 25

+6.75K

0.00%

Stephens Consulting, LLC

1.58K

Dec 31, 25

+1.58K

0.00%

Vishria Bird Financial Group, LLC

826.06K

Sep 30, 25

+826.06K

0.48%

Masso Torrence Wealth Management Inc.

22.48K

Sep 30, 25

0.01%

FULLCIRCLE WEALTH LLC

8.92K

Sep 30, 25

0.01%

Hemington Wealth Management

1.46K

Sep 30, 25

0.00%

Centricity Wealth Management, LLC

84.84K

Jun 30, 25

+6.70K

0.05%

First Horizon Advisors, Inc.

3.33K

Jun 30, 25

0.00%

Sandy Spring Bank

249.01K

Mar 31, 25

+10.93K

0.14%

Sabal Trust CO

198.11K

Mar 31, 25

+22.42K

0.11%

Safeguard Financial, LLC

100.25K

Mar 31, 25

+38.85K

0.06%

Spectrum Wealth Counsel, LLC

22.66K

Mar 31, 25

-1.98K

0.01%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

0.00%

Executive Wealth Management, LLC

171.21K

Dec 31, 24

+43.09K

0.10%

Kades & Cheifetz LLC

14.44K

Dec 31, 24

+14.44K

0.01%

Private Portfolio Partners LLC

13.20K

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

1.28M

Sep 30, 24

+251.96K

0.74%

Gateway Advisory, LLC

942.32K

Sep 30, 24

+34.76K

0.55%

RAYMOND JAMES & ASSOCIATES

255.47K

Sep 30, 24

+45.03K

0.15%

Platte River Wealth Advisors, LLC

211.79K

Sep 30, 24

-10.38K

0.12%

RAYMOND JAMES TRUST N.A.

9.61K

Sep 30, 24

+9.61K

0.01%

FinTrust Capital Advisors, LLC

5.99K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

189.08K

Jun 30, 24

+32.34K

0.11%

BlackRock Inc.

Jun 30, 24

-1.24K

0.00%

Cetera Advisors LLC

16.94K

Mar 31, 24

+16.94K

0.01%

Bartlett & Co. LLC

600

Dec 31, 23

0.00%

LEO BROKERAGE, LLC

22.50K

Jun 30, 23

+22.50K

0.01%

Vigilant Capital Management, LLC

10.92K

Jun 30, 23

+45

0.01%

Sargent Bickham Lagudis LLC

820

Dec 31, 22

+45

0.00%

H. L. Ormond & Company, LLC

32.43K

Sep 30, 22

+18.91K

0.02%

American Portfolios Advisors

1.82K

Sep 30, 22

+1.82K

0.00%

Farmer Steven Patrick

542.64K

Jun 30, 22

+542.64K

0.31%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.40K

Dec 31, 19

+2.40K

0.00%