iShares iBonds Dec 2030 Term Corporate ETF(IBDV)

$21.46—Stale · unknown old

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iShares iBonds Dec 2030 Term Corporate ETF(IBDV)

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$21.46—Stale · unknown old

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IBDV(IBDV)

IBDV

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Institutional Ownership

Top 397 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	9.62M	Jun 30, 26	+546.77K	6.48%
Aptus Capital Advisors, LLC	6.15M	Jun 30, 26	+108.45K	4.15%
MERCER GLOBAL ADVISORS INC /ADV	6.08M	Jun 30, 26	+707.67K	4.10%
MORGAN STANLEY	4.47M	Jun 30, 26	-263.79K	3.02%
RAYMOND JAMES FINANCIAL INC	4.38M	Jun 30, 26	+70.55K	2.95%
Capital Investment Advisors, LLC	4.26M	Jun 30, 26	+191.89K	2.88%
CAPITAL ADVISORS INC/OK	3.25M	Jun 30, 26	+38.07K	2.19%
UBS Group AG	3.03M	Jun 30, 26	+909.72K	2.04%
WELLS FARGO & COMPANY/MN	3.02M	Jun 30, 26	+88.58K	2.03%
HM PAYSON & CO	2.73M	Jun 30, 26	+272.10K	1.84%
HighTower Advisors, LLC	2.51M	Jun 30, 26	+153.49K	1.69%
ROYAL BANK OF CANADA	2.50M	Jun 30, 26	-7.55K	1.69%
Sound View Wealth Advisors Group, LLC	1.88M	Jun 30, 26	+133.68K	1.27%
Klingman & Associates, LLC	1.72M	Jun 30, 26	+65.21K	1.16%
SIGMA INVESTMENT COUNSELORS INC	1.66M	Jun 30, 26	+17.28K	1.12%
Gratus Wealth Advisors, LLC	1.64M	Jun 30, 26	+41.51K	1.11%
Lido Advisors, LLC	1.60M	Jun 30, 26	-380.26K	1.08%
Summit Financial, LLC	1.54M	Jun 30, 26	-69.17K	1.04%
LPL Financial LLC	1.49M	Jun 30, 26	+456.43K	1.01%
Kathmere Capital Management, LLC	1.35M	Jun 30, 26	-152.51K	0.91%
RVW Wealth, LLC	1.31M	Jun 30, 26	+103.17K	0.88%
Venture Visionary Partners LLC	1.27M	Jun 30, 26	+105.60K	0.86%
NewEdge Advisors, LLC	1.22M	Jun 30, 26	+70.44K	0.82%
WOODMONT INVESTMENT COUNSEL LLC	1.21M	Jun 30, 26	+143.11K	0.81%
US BANCORP \DE\	1.20M	Jun 30, 26	+31.59K	0.81%
STIFEL FINANCIAL CORP	1.09M	Jun 30, 26	+29.95K	0.73%
Advisors Capital Management, LLC	1.04M	Jun 30, 26	+59.54K	0.70%
HOWLAND CAPITAL MANAGEMENT LLC	1.02M	Jun 30, 26	+140.08K	0.69%
MV CAPITAL MANAGEMENT, INC.	930.46K	Jun 30, 26	+10.38K	0.63%
EP Wealth Advisors, LLC	847.91K	Jun 30, 26	+134.15K	0.57%
Kestra Advisory Services, LLC	797.56K	Jun 30, 26	+147.60K	0.54%
BlackRock, Inc.	779.37K	Jun 30, 26	+126.57K	0.53%
COMMONWEALTH EQUITY SERVICES, LLC	762.90K	Jun 30, 26	+46.41K	0.51%
ARROW FINANCIAL CORP	702.83K	Jun 30, 26	+17.85K	0.47%
AMERIPRISE FINANCIAL INC	682.34K	Jun 30, 26	+36.19K	0.46%
FIRST NATIONAL TRUST CO	653.44K	Jun 30, 26	+64.20K	0.44%
Janney Montgomery Scott LLC	650.93K	Jun 30, 26	+109.14K	0.44%
Ironwood Financial, llc	644.55K	Jun 30, 26	+88.90K	0.43%
Rockefeller Capital Management L.P.	644.36K	Jun 30, 26	+21.75K	0.43%
Mariner, LLC	592.61K	Jun 30, 26	-63.60K	0.40%
PFG Private Wealth Management, LLC	570.00K	Jun 30, 26	-51.04K	0.38%
Probity Advisors, Inc.	569.58K	Jun 30, 26	+50.58K	0.38%
CENTRAL TRUST Co	538.60K	Jun 30, 26	+37.05K	0.36%
CAPTRUST FINANCIAL ADVISORS	534.29K	Jun 30, 26	+48.16K	0.36%
Glenview Trust Co	506.32K	Jun 30, 26	+25.51K	0.34%
LYELL WEALTH MANAGEMENT, LP	492.60K	Jun 30, 26	+24.60K	0.33%
REBALANCE, LLC	483.99K	Jun 30, 26	+5.97K	0.33%
MinichMacGregor Wealth Management, LLC	474.16K	Jun 30, 26	+18.40K	0.32%
Parkway Wealth Management Group, LLC	466.29K	Jun 30, 26	+3.35K	0.31%
ENVESTNET ASSET MANAGEMENT INC	464.54K	Jun 30, 26	+77.77K	0.31%
Snowden Capital Advisors LLC	453.69K	Jun 30, 26	+13.88K	0.31%
BENJAMIN EDWARDS INC	445.63K	Jun 30, 26	-14.94K	0.30%
Sanctuary Advisors, LLC	445.05K	Jun 30, 26	+68.43K	0.30%
Cornerstone Planning, LLC	439.38K	Jun 30, 26	+9.24K	0.30%
Adviser Investments LLC	434.65K	Jun 30, 26	+1.34K	0.29%
Guidance Point Advisors, LLC	431.68K	Jun 30, 26	+18.56K	0.29%
Atlantic Union Bankshares Corp	425.14K	Jun 30, 26	+24.82K	0.29%
Centric Wealth Management	418.85K	Jun 30, 26	--	0.28%
Cambridge Investment Research Advisors, Inc.	413.66K	Jun 30, 26	+19.68K	0.28%
Parallel Advisors, LLC	406.87K	Jun 30, 26	+33.28K	0.27%
Peloton Wealth Strategists	394.05K	Jun 30, 26	+19.40K	0.27%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	390.37K	Jun 30, 26	+36.49K	0.26%
EIGHT 31 FINANCIAL LLC	369.66K	Jun 30, 26	+8.44K	0.25%
Windsor Capital Management, LLC	356.46K	Jun 30, 26	+114.05K	0.24%
ARCADIA INVESTMENT ADVISORS LLC	348.53K	Jun 30, 26	+30.89K	0.23%
LBMC INVESTMENT ADVISORS, LLC	345.71K	Jun 30, 26	+63.96K	0.23%
Concurrent Investment Advisors, LLC	343.57K	Jun 30, 26	+343.57K	0.23%
Allworth Financial LP	338.44K	Jun 30, 26	+51.26K	0.23%
Cetera Investment Advisers	331.85K	Jun 30, 26	+115.93K	0.22%
Praetorian Wealth Management, Inc.	304.21K	Jun 30, 26	+6.68K	0.21%
4Thought Financial Group Inc.	289.94K	Jun 30, 26	+51.00K	0.20%
Atria Investments, Inc	288.55K	Jun 30, 26	+38.78K	0.19%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	281.94K	Jun 30, 26	+82.43K	0.19%
SHUFRO ROSE & CO LLC	274.60K	Jun 30, 26	+158.90K	0.19%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	264.11K	Jun 30, 26	+8.76K	0.18%
InvesTrust	262.81K	Jun 30, 26	+33.67K	0.18%
Wilkins Miller Wealth Management, LLC	256.30K	Jun 30, 26	-587	0.17%
Strid Group, LLC	256.06K	Jun 30, 26	+164.37K	0.17%
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	249.69K	Jun 30, 26	+50.30K	0.17%
Krilogy Financial LLC	246.32K	Jun 30, 26	-1.84K	0.17%
IFP Advisors, Inc	242.42K	Jun 30, 26	-5.18K	0.16%
HANCOCK WHITNEY CORP	240.44K	Jun 30, 26	+2.19K	0.16%
MEMBERS WEALTH LLC	230.62K	Jun 30, 26	+24.36K	0.16%
SPINNAKER TRUST	226.09K	Jun 30, 26	+92.48K	0.15%
J.W. COLE ADVISORS, INC.	218.88K	Jun 30, 26	+73.69K	0.15%
Resources Investment Advisors, LLC.	218.49K	Jun 30, 26	-30.85K	0.15%
Quantum Financial Advisors, LLC	217.65K	Jun 30, 26	+5.22K	0.15%
Winthrop Partners - WNY, LLC	217.32K	Jun 30, 26	+11.37K	0.15%
Houlihan Financial Resource Group, Ltd.	216.09K	Jun 30, 26	+11.54K	0.15%
Stratos Wealth Partners, LTD.	213.58K	Jun 30, 26	+43.07K	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	202.81K	Jun 30, 26	+52.28K	0.14%
Chicago Partners Investment Group LLC	201.35K	Jun 30, 26	+2.14K	0.14%
Beacon Pointe Advisors, LLC	196.78K	Jun 30, 26	+11.99K	0.13%
Rossmore Private Capital	194.58K	Jun 30, 26	+5.41K	0.13%
PRECEDENT WEALTH PARTNERS, LLC	194.22K	Jun 30, 26	+31.92K	0.13%
Beaumont Asset Management, L.L.C.	191.24K	Jun 30, 26	+79.63K	0.13%
FourThought Financial Partners, LLC	185.48K	Jun 30, 26	+31.30K	0.13%
HAMEL ASSOCIATES, INC.	185.29K	Jun 30, 26	-2.09K	0.12%
Gotham Asset Management, LLC	180.54K	Jun 30, 26	--	0.12%
ROMANO BROTHERS AND COMPANY	180.14K	Jun 30, 26	+6.48K	0.12%
ADVISOR GROUP HOLDINGS, INC.	179.33K	Jun 30, 26	+6.38K	0.12%
FULTON BREAKEFIELD BROENNIMAN LLC	177.12K	Jun 30, 26	+11.49K	0.12%
JONES FINANCIAL COMPANIES LLLP	176.19K	Jun 30, 26	+21.18K	0.12%
Penobscot Investment Management Company, Inc.	176.05K	Jun 30, 26	+18.40K	0.12%
JANE STREET GROUP, LLC	175.42K	Jun 30, 26	+121.50K	0.12%
MCF Advisors LLC	175.01K	Jun 30, 26	+3.97K	0.12%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	173.15K	Jun 30, 26	+60.79K	0.12%
ADIRONDACK TRUST CO	173.09K	Jun 30, 26	+9.23K	0.12%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	165.19K	Jun 30, 26	+36.08K	0.11%
Valmark Advisers, Inc.	156.45K	Jun 30, 26	+34.09K	0.11%
Hills Bank & Trust Co	154.85K	Jun 30, 26	+128.95K	0.10%
Stonebrook Private Inc.	153.24K	Jun 30, 26	+3.11K	0.10%
Commonwealth Financial Services, LLC	144.24K	Jun 30, 26	-326.69K	0.10%
10Elms LLP	143.79K	Jun 30, 26	+55.37K	0.10%
Laurel Wealth Advisors LLC	136.25K	Jun 30, 26	+17.55K	0.09%
Evergreen Wealth Solutions, LLC	136.15K	Jun 30, 26	+14.93K	0.09%
Arcataur Capital Management LLC	135.17K	Jun 30, 26	+1.57K	0.09%
LifePlan Financial, LLC	132.28K	Jun 30, 26	+2.67K	0.09%
Merit Financial Group, LLC	129.49K	Jun 30, 26	+36.26K	0.09%
Twin Cities Retirement Group LLC	126.32K	Jun 30, 26	+1.30K	0.09%
ASSOCIATED BANC-CORP	121.00K	Jun 30, 26	+12.01K	0.08%
Sowell Financial Services LLC	119.62K	Jun 30, 26	+4.55K	0.08%
CABOT WEALTH MANAGEMENT INC	119.45K	Jun 30, 26	+32.05K	0.08%
AssuredPartners Investment Advisors, LLC	117.42K	Jun 30, 26	+15.04K	0.08%
Roble, Belko & Company, Inc	113.74K	Jun 30, 26	+11.36K	0.08%
Modern Wealth Management, LLC	112.73K	Jun 30, 26	+112.73K	0.08%
Segment Wealth Management, LLC	112.33K	Jun 30, 26	+10.58K	0.08%
INSTRUMENTAL WEALTH, LLC	108.77K	Jun 30, 26	+565	0.07%
Keeler THomas Management LLC	105.88K	Jun 30, 26	-7.68K	0.07%
Meiji Yasuda Life Insurance Co	105.00K	Jun 30, 26	+105.00K	0.07%
Meridian Wealth Management, LLC	102.96K	Jun 30, 26	+7.91K	0.07%
Godshalk Welsh Capital Management, Inc.	101.85K	Jun 30, 26	+6.75K	0.07%
Miracle Mile Advisors, LLC	101.04K	Jun 30, 26	+9.66K	0.07%
LFA - Lugano Financial Advisors SA	96.99K	Jun 30, 26	+2.50K	0.07%
Wealthstar Advisors, LLC	95.02K	Jun 30, 26	+10.82K	0.06%
Cornell Pochily Investment Advisors, Inc.	88.28K	Jun 30, 26	-68.89K	0.06%
Resonant Capital Advisors, LLC	87.89K	Jun 30, 26	-932	0.06%
SONATA CAPITAL GROUP INC	86.58K	Jun 30, 26	+18.13K	0.06%
Breachway Investments LLC	86.20K	Jun 30, 26	+6.57K	0.06%
MEITAV INVESTMENT HOUSE LTD	81.89K	Jun 30, 26	+18.89K	0.06%
HARBOR ADVISORY CORP /MA/	81.51K	Jun 30, 26	+18.46K	0.05%
WRAPMANAGER INC	81.18K	Jun 30, 26	-8.34K	0.05%
BEACON FINANCIAL GROUP	75.97K	Jun 30, 26	-4.23K	0.05%
COLDSTREAM CAPITAL MANAGEMENT INC	75.52K	Jun 30, 26	-2.30K	0.05%
Integrated Wealth Concepts LLC	75.44K	Jun 30, 26	+35.28K	0.05%
Crews Bank & Trust	75.20K	Jun 30, 26	-5.31K	0.05%
HARBOR INVESTMENT ADVISORY, LLC	74.27K	Jun 30, 26	+21.15K	0.05%
CITADEL ADVISORS LLC	69.58K	Jun 30, 26	-32.83K	0.05%
Bullock Wealth Management Group	69.27K	Jun 30, 26	+69.27K	0.05%
Chesley Taft & Associates LLC	69.00K	Jun 30, 26	+1.00K	0.05%
Sightline Wealth Advisors, LLC	68.38K	Jun 30, 26	+38.92K	0.05%
OFS Enterprise LLC	65.98K	Jun 30, 26	--	0.04%
NovaPoint Capital, LLC	63.43K	Jun 30, 26	+3.27K	0.04%
FIFTH THIRD BANCORP	62.04K	Jun 30, 26	+6.85K	0.04%
Paradigm, Strategies in Wealth Management, LLC	61.32K	Jun 30, 26	-1.24K	0.04%
DRIVE WEALTH MANAGEMENT, LLC	60.42K	Jun 30, 26	-546	0.04%
Montecito Bank & Trust	57.64K	Jun 30, 26	+4.63K	0.04%
Jacobi Capital Management LLC	57.45K	Jun 30, 26	+12.08K	0.04%
OLD MISSION CAPITAL LLC	54.51K	Jun 30, 26	-3.98K	0.04%
Great Diamond Partners, LLC	54.42K	Jun 30, 26	+24.43K	0.04%
SAX WEALTH ADVISORS, LLC	54.13K	Jun 30, 26	+1.17K	0.04%
Bank of New Hampshire	53.43K	Jun 30, 26	+100	0.04%
McGlone Suttner Wealth Management, Inc.	53.34K	Jun 30, 26	+7.98K	0.04%
SUMMITRY LLC	53.13K	Jun 30, 26	+29.68K	0.04%
Jefferson Bridge Capital, LLC	52.08K	Jun 30, 26	+5.24K	0.04%
COWA, LLC	51.54K	Jun 30, 26	-1.52K	0.03%
First Fiduciary Investment Counsel, Inc.	51.46K	Jun 30, 26	+510	0.03%
OPPENHEIMER & CO INC	51.17K	Jun 30, 26	+64	0.03%
Archford Capital Strategies, LLC	50.95K	Jun 30, 26	-2.91K	0.03%
Farmers National Bank	49.77K	Jun 30, 26	-91	0.03%
Farther Finance Advisors, LLC	49.76K	Jun 30, 26	+6.25K	0.03%
LEAVELL INVESTMENT MANAGEMENT, INC.	49.51K	Jun 30, 26	+10.57K	0.03%
Madden Advisory Services, Inc.	47.44K	Jun 30, 26	+1.70K	0.03%
Gilbert & Cook, Inc.	44.82K	Jun 30, 26	--	0.03%
Belpointe Asset Management LLC	43.29K	Jun 30, 26	+1.19K	0.03%
REGIONS FINANCIAL CORP	43.29K	Jun 30, 26	+1.02K	0.03%
LITTLE HOUSE CAPITAL LLC	42.80K	Jun 30, 26	+1.08K	0.03%
Foundry Financial Group, Inc.	42.54K	Jun 30, 26	+2.38K	0.03%
MONECO Advisors, LLC	42.46K	Jun 30, 26	-4.06K	0.03%
Gryphon Financial Partners LLC	42.11K	Jun 30, 26	-1.24K	0.03%
REDW Wealth LLC	42.05K	Jun 30, 26	-3.31K	0.03%
Conrad Siegel Investment Advisors, Inc.	40.69K	Jun 30, 26	+7.27K	0.03%
Foundation Wealth Management, LLC	40.34K	Jun 30, 26	+5.63K	0.03%
Equitable Holdings, Inc.	40.21K	Jun 30, 26	+1.53K	0.03%
Granite Harbor Advisors, Inc.	39.74K	Jun 30, 26	+431	0.03%
Creative Planning	39.53K	Jun 30, 26	+3.26K	0.03%
NESTEGG ADVISORS, INC.	38.10K	Jun 30, 26	-30.33K	0.03%
Reliant Wealth Planning	37.68K	Jun 30, 26	--	0.03%
DUNCKER STREETT & CO INC	37.63K	Jun 30, 26	+423	0.03%
Clearstead Advisors, LLC	36.32K	Jun 30, 26	+17.42K	0.02%
BLUE SQUARE ASSET MANAGEMENT, LLC	36.09K	Jun 30, 26	-138	0.02%
FIRST INTERSTATE BANK	36.03K	Jun 30, 26	--	0.02%
Heartland Bank & Trust Co	35.64K	Jun 30, 26	+17.97K	0.02%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	34.86K	Jun 30, 26	+2.39K	0.02%
Bank of New York Mellon Corp	34.03K	Jun 30, 26	+2.59K	0.02%
TFR Capital, LLC.	33.61K	Jun 30, 26	+8.04K	0.02%
Colony Group, LLC	33.13K	Jun 30, 26	+1.74K	0.02%
Newman Dignan & Sheerar, Inc.	32.88K	Jun 30, 26	+2.03K	0.02%
DecisionMap Wealth Management, LLC	32.14K	Jun 30, 26	-309	0.02%
Quadrature Capital Ltd	32.00K	Jun 30, 26	+32.00K	0.02%
Helen Stephens Group, LLC	31.97K	Jun 30, 26	+31.97K	0.02%
Brookstone Capital Management	31.58K	Jun 30, 26	-1.03K	0.02%
DEARBORN PARTNERS LLC	31.41K	Jun 30, 26	+2.92K	0.02%
TABLEAUX LLC	30.23K	Jun 30, 26	-797	0.02%
Gradient Capital Advisors, LLC	30.00K	Jun 30, 26	--	0.02%
Gilbert Capital Group, Inc.	29.87K	Jun 30, 26	-3.16K	0.02%
Redwood Financial Network Corp	29.34K	Jun 30, 26	+1.18K	0.02%
Stokes Family Office, LLC	29.25K	Jun 30, 26	+5.41K	0.02%
XML Financial, LLC	29.16K	Jun 30, 26	+2.98K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	28.69K	Jun 30, 26	+6.84K	0.02%
Freestone Capital Holdings, LLC	28.41K	Jun 30, 26	-14.43K	0.02%
Advisory Services Network, LLC	27.61K	Jun 30, 26	+6.87K	0.02%
Global Retirement Partners, LLC	26.97K	Jun 30, 26	+26.97K	0.02%
Princeton Global Asset Management LLC	26.24K	Jun 30, 26	+9.88K	0.02%
Dorsey & Whitney Trust CO LLC	26.00K	Jun 30, 26	--	0.02%
Van Hulzen Asset Management, LLC	25.54K	Jun 30, 26	-820	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	25.40K	Jun 30, 26	-472	0.02%
Hyposwiss Advisors SA	24.00K	Jun 30, 26	-1.40K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	23.92K	Jun 30, 26	-586	0.02%
Ellis Investment Partners, LLC	23.75K	Jun 30, 26	+392	0.02%
MidFirst Bank	23.30K	Jun 30, 26	+9.76K	0.02%
Private Advisor Group, LLC	23.20K	Jun 30, 26	-44.79K	0.02%
MML INVESTORS SERVICES, LLC	22.88K	Jun 30, 26	+3.06K	0.02%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	22.64K	Jun 30, 26	+22.64K	0.02%
Baird Financial Group, Inc.	22.45K	Jun 30, 26	+5.18K	0.02%
CGN Advisors LLC	22.38K	Jun 30, 26	-1.82K	0.02%
FIDUCIARY FINANCIAL ADVISORS	21.67K	Jun 30, 26	+21.67K	0.01%
Arkadios Wealth Advisors	21.46K	Jun 30, 26	-102	0.01%
Neuberger Berman Group LLC	21.35K	Jun 30, 26	+265	0.01%
Community Financial Services Group, LLC	20.64K	Jun 30, 26	+20.64K	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	20.29K	Jun 30, 26	+4.01K	0.01%
Alliance Wealth Advisors, LLC /UT	20.28K	Jun 30, 26	-5.18K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	20.28K	Jun 30, 26	--	0.01%
BARRETT & COMPANY, INC.	20.11K	Jun 30, 26	+11.02K	0.01%
ADG Wealth Management Group, LLC	20.00K	Jun 30, 26	+20.00K	0.01%
Prosperity Planning, Inc.	19.75K	Jun 30, 26	-765	0.01%
Clearstead Trust, LLC	19.56K	Jun 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	19.15K	Jun 30, 26	+209	0.01%
SIMON QUICK ADVISORS, LLC	18.92K	Jun 30, 26	--	0.01%
Kesler, Norman & Wride, LLC	18.82K	Jun 30, 26	+3.33K	0.01%
NAPLES GLOBAL ADVISORS, LLC	18.80K	Jun 30, 26	-680	0.01%
ProVise Management Group, LLC	18.78K	Jun 30, 26	+5.09K	0.01%
TRUIST FINANCIAL CORP	18.37K	Jun 30, 26	+119	0.01%
Advance Capital Management, Inc.	18.10K	Jun 30, 26	+165	0.01%
Moors & Cabot, Inc.	17.79K	Jun 30, 26	+2.21K	0.01%
Mutual Advisors, LLC	17.59K	Jun 30, 26	+418	0.01%
American Trust	17.29K	Jun 30, 26	--	0.01%
Banque Cantonale Vaudoise	17.25K	Jun 30, 26	+145	0.01%
Quartz Partners, LLC	17.03K	Jun 30, 26	+17.03K	0.01%
Yoder Wealth Management, Inc.	16.90K	Jun 30, 26	--	0.01%
FORVIS Wealth Advisors, LLC	16.49K	Jun 30, 26	--	0.01%
XY Planning Network, Inc.	16.36K	Jun 30, 26	+16.36K	0.01%
Summit Trail Advisors, LLC	16.35K	Jun 30, 26	+16.35K	0.01%
Straight Path Wealth Management	15.94K	Jun 30, 26	--	0.01%
4J Wealth Management LLC	15.89K	Jun 30, 26	--	0.01%
Koshinski Asset Management, Inc.	15.85K	Jun 30, 26	-30	0.01%
Accretive Wealth Partners, LLC	15.83K	Jun 30, 26	--	0.01%
HALLMARK CAPITAL MANAGEMENT INC	15.74K	Jun 30, 26	+3.96K	0.01%
FOCUSED ALPHA, LLC	15.68K	Jun 30, 26	+217	0.01%
1900 WEALTH MANAGEMENT LLC	15.61K	Jun 30, 26	--	0.01%
Element Wealth, LLC	15.47K	Jun 30, 26	+161	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	15.23K	Jun 30, 26	+606	0.01%
Advisor OS, LLC	15.13K	Jun 30, 26	+2.09K	0.01%
Avidian Wealth Solutions, LLC	15.13K	Jun 30, 26	+1.69K	0.01%
GOLDMAN SACHS GROUP INC	15.11K	Jun 30, 26	+15.11K	0.01%
MIDLAND WEALTH ADVISORS LLC	15.04K	Jun 30, 26	-764	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	14.72K	Jun 30, 26	--	0.01%
Johnson Bixby & Associates, LLC	14.70K	Jun 30, 26	+126	0.01%
Cyr Financial Inc.	14.58K	Jun 30, 26	+328	0.01%
TD Waterhouse Canada Inc.	14.42K	Jun 30, 26	--	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	13.71K	Jun 30, 26	-440	0.01%
SIGNATUREFD, LLC	13.40K	Jun 30, 26	+2.30K	0.01%
NWAM LLC	13.05K	Jun 30, 26	+107	0.01%
Robertson Stephens Wealth Management, LLC	12.85K	Jun 30, 26	+553	0.01%
Hurley Capital, LLC	12.66K	Jun 30, 26	+143	0.01%
Diversify Advisory Services, LLC	12.41K	Jun 30, 26	+12.41K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	12.41K	Jun 30, 26	+1.55K	0.01%
Autumn Glory Partners, LLC	12.20K	Jun 30, 26	--	0.01%
Sarver Vrooman Wealth Advisors	11.91K	Jun 30, 26	--	0.01%
Betterment LLC	11.75K	Jun 30, 26	+1.85K	0.01%
Cerity Partners LLC	11.68K	Jun 30, 26	-815	0.01%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	11.54K	Jun 30, 26	+1.90K	0.01%
Berkshire Money Management, Inc.	11.52K	Jun 30, 26	+11.52K	0.01%
IFG Advisory, LLC	11.31K	Jun 30, 26	+11.31K	0.01%
SPRENG CAPITAL MANAGEMENT, INC.	11.24K	Jun 30, 26	+11.24K	0.01%
Vise Technologies, Inc.	11.22K	Jun 30, 26	+11.22K	0.01%
Apollon Wealth Management, LLC	11.04K	Jun 30, 26	-2.98K	0.01%
BEACON FINANCIAL PLANNING, INC	10.71K	Jun 30, 26	+10.71K	0.01%
CI Private Wealth, LLC	10.62K	Jun 30, 26	+10.62K	0.01%
Aprio Wealth Management, LLC	10.49K	Jun 30, 26	-22.03K	0.01%
Koesten, Hirschmann & Crabtree, INC.	10.38K	Jun 30, 26	+10.38K	0.01%
Sterling Investment Advisors, Ltd.	10.23K	Jun 30, 26	+350	0.01%
Csenge Advisory Group	9.88K	Jun 30, 26	--	0.01%
Summit Wealth Partners, LLC	9.80K	Jun 30, 26	--	0.01%
BARCLAYS PLC	9.79K	Jun 30, 26	--	0.01%
Wealthcare Advisory Partners LLC	9.73K	Jun 30, 26	+9.73K	0.01%
Bogart Wealth, LLC	9.73K	Jun 30, 26	--	0.01%
SCOTIA CAPITAL INC.	9.50K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	9.44K	Jun 30, 26	--	0.01%
Syntegra Private Wealth Group, LLC	9.42K	Jun 30, 26	--	0.01%
Addison Advisors LLC	9.37K	Jun 30, 26	-2.10K	0.01%
Plancorp, LLC	9.29K	Jun 30, 26	+104	0.01%
CHOREO, LLC	9.22K	Jun 30, 26	+9.22K	0.01%
Robbins Farley	9.15K	Jun 30, 26	+9.15K	0.01%
Ashton Thomas Private Wealth, LLC	8.95K	Jun 30, 26	+859	0.01%
GAMMA Investing LLC	8.87K	Jun 30, 26	+8.04K	0.01%
Provenance Wealth Advisors, LLC	8.15K	Jun 30, 26	--	0.01%
Bradley & Co. Private Wealth Management, LLC	7.96K	Jun 30, 26	--	0.01%
Physician Wealth Advisors, Inc.	7.79K	Jun 30, 26	+5.32K	0.01%
Trust Co	7.66K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	7.18K	Jun 30, 26	-249	0.00%
HARBOUR INVESTMENTS, INC.	6.73K	Jun 30, 26	+76	0.00%
Stone House Investment Management, LLC	5.73K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	5.31K	Jun 30, 26	+1.89K	0.00%
PITTENGER & ANDERSON INC	4.78K	Jun 30, 26	+2.29K	0.00%
AE Wealth Management LLC	4.72K	Jun 30, 26	+812	0.00%
CVA Family Office, LLC	4.57K	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	4.10K	Jun 30, 26	--	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	4.05K	Jun 30, 26	--	0.00%
NBH Bank	3.93K	Jun 30, 26	+3.93K	0.00%
CNB Bank	3.77K	Jun 30, 26	+178	0.00%
BALLAST ADVISORS LLC	3.76K	Jun 30, 26	+2.38K	0.00%
Truvestments Capital LLC	3.63K	Jun 30, 26	--	0.00%
High Note Wealth, LLC	3.61K	Jun 30, 26	-1.13K	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3.44K	Jun 30, 26	+38	0.00%
Ronald Blue Trust, Inc.	3.13K	Jun 30, 26	+2.26K	0.00%
JDM Financial Group LLC	3.08K	Jun 30, 26	-1.80K	0.00%
Y.D. More Investments Ltd	2.56K	Jun 30, 26	-4.72K	0.00%
IMA Wealth, Inc.	2.50K	Jun 30, 26	+2.50K	0.00%
BRYN MAWR TRUST Co	2.50K	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	2.33K	Jun 30, 26	+2.33K	0.00%
United Community Bank	2.22K	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.00K	Jun 30, 26	--	0.00%
FMR LLC	1.83K	Jun 30, 26	-3.53K	0.00%
Rossby Financial, LCC	1.79K	Jun 30, 26	+915	0.00%
EASTERN BANK	1.55K	Jun 30, 26	+400	0.00%
Fairway Wealth LLC	1.37K	Jun 30, 26	+1.37K	0.00%
Coastline Trust Co	1.32K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.30K	Jun 30, 26	-40	0.00%
Capital Analysts, LLC	1.25K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	950	Jun 30, 26	+11	0.00%
Venturi Wealth Management, LLC	765	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	672	Jun 30, 26	-1.82K	0.00%
Key FInancial Inc	590	Jun 30, 26	-94	0.00%
VANGUARD ADVISERS INC	523	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	440	Jun 30, 26	+440	0.00%
AlphaCore Capital LLC	355	Jun 30, 26	--	0.00%
First PREMIER Bank	351	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	311	Jun 30, 26	+311	0.00%
Aventura Private Wealth, LLC	58	Jun 30, 26	--	0.00%
Wick Capital Partners, LLC	--	Jun 30, 26	-13.60K	--
BESSEMER GROUP INC	--	Jun 30, 26	-10.93K	--
Napier Financial, LLC	--	Jun 30, 26	-1.52K	--
BOKF, NA	--	Jun 30, 26	-1.15K	--
Western Wealth Management, LLC	--	Jun 30, 26	-9.11K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-523.84K	--
HAZLETT, BURT & WATSON, INC.	--	Jun 30, 26	-813	--
Miller Global Investments, LLC	--	Jun 30, 26	-2.75K	--
Intentional Wealth Strategies, LLC	--	Jun 30, 26	-5.72K	--
NOVEM GROUP	--	Jun 30, 26	-35.97K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-1.93K	--
Golden State Equity Partners	--	Jun 30, 26	-39.45K	--
CWM, LLC	250.03K	Mar 31, 26	+43.54K	0.17%
Signature Wealth Management Group	248.08K	Mar 31, 26	-298	0.17%
Leo Wealth, LLC	123.65K	Mar 31, 26	+12.23K	0.08%
Cherry Tree Wealth Management, LLC	74.62K	Mar 31, 26	+1.86K	0.05%
Bank of Jackson Hole Trust	3.93K	Mar 31, 26	--	0.00%
Oldfather Financial Services, LLC	65.98K	Dec 31, 25	+48.17K	0.04%
COMERICA BANK	14.90K	Dec 31, 25	+897	0.01%
Austin Private Wealth, LLC	11.68K	Dec 31, 25	+1.13K	0.01%
CIBC Private Wealth Group, LLC	369	Dec 31, 25	+345	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-932	--
Vishria Bird Financial Group, LLC	877.22K	Sep 30, 25	+877.22K	0.59%
Hemington Wealth Management	1.28K	Sep 30, 25	--	0.00%
Centricity Wealth Management, LLC	51.87K	Jun 30, 25	+6.04K	0.03%
AVANTAX ADVISORY SERVICES, INC.	11.21K	Jun 30, 25	+104	0.01%
Buffington Mohr McNeal	634.28K	Mar 31, 25	+9.10K	0.43%
Sandy Spring Bank	255.39K	Mar 31, 25	+10.53K	0.17%
Sabal Trust CO	202.84K	Mar 31, 25	+24.23K	0.14%
Safeguard Financial, LLC	27.84K	Mar 31, 25	+4.48K	0.02%
Spectrum Wealth Counsel, LLC	24.21K	Mar 31, 25	-2.20K	0.02%
Executive Wealth Management, LLC	172.39K	Dec 31, 24	+46.09K	0.12%
Kades & Cheifetz LLC	9.63K	Dec 31, 24	+9.63K	0.01%
Raymond James Financial Services Advisors, Inc.	2.16M	Sep 30, 24	+225.50K	1.45%
Gateway Advisory, LLC	1.54M	Sep 30, 24	+49.05K	1.04%
MONUMENTAL FINANCIAL GROUP INC.	968.37K	Sep 30, 24	+298.30K	0.65%
Platte River Wealth Advisors, LLC	308.78K	Sep 30, 24	-6.43K	0.21%
RAYMOND JAMES & ASSOCIATES	226.82K	Sep 30, 24	+38.21K	0.15%
FinTrust Capital Advisors, LLC	500	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	167.57K	Jun 30, 24	+15.23K	0.11%
BlackRock Inc.	55	Jun 30, 24	-1.33K	0.00%
Cetera Advisors LLC	39.86K	Mar 31, 24	+39.86K	0.03%
Bartlett & Co. LLC	2.00K	Dec 31, 23	--	0.00%
Vigilant Capital Management, LLC	4.57K	Jun 30, 23	+475	0.00%
Sargent Bickham Lagudis LLC	873	Dec 31, 22	+47	0.00%
American Portfolios Advisors	1.95K	Sep 30, 22	+1.95K	0.00%
Farmer Steven Patrick	763.41K	Jun 30, 22	+763.41K	0.51%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

9.62M

Jun 30, 26

+546.77K

6.48%

Aptus Capital Advisors, LLC

6.15M

Jun 30, 26

+108.45K

4.15%

MERCER GLOBAL ADVISORS INC /ADV

6.08M

Jun 30, 26

+707.67K

4.10%

MORGAN STANLEY

4.47M

Jun 30, 26

-263.79K

3.02%

RAYMOND JAMES FINANCIAL INC

4.38M

Jun 30, 26

+70.55K

2.95%

Capital Investment Advisors, LLC

4.26M

Jun 30, 26

+191.89K

2.88%

CAPITAL ADVISORS INC/OK

3.25M

Jun 30, 26

+38.07K

2.19%

UBS Group AG

3.03M

Jun 30, 26

+909.72K

2.04%

WELLS FARGO & COMPANY/MN

3.02M

Jun 30, 26

+88.58K

2.03%

HM PAYSON & CO

2.73M

Jun 30, 26

+272.10K

1.84%

HighTower Advisors, LLC

2.51M

Jun 30, 26

+153.49K

1.69%

ROYAL BANK OF CANADA

2.50M

Jun 30, 26

-7.55K

1.69%

Sound View Wealth Advisors Group, LLC

1.88M

Jun 30, 26

+133.68K

1.27%

Klingman & Associates, LLC

1.72M

Jun 30, 26

+65.21K

1.16%

SIGMA INVESTMENT COUNSELORS INC

1.66M

Jun 30, 26

+17.28K

1.12%

Gratus Wealth Advisors, LLC

1.64M

Jun 30, 26

+41.51K

1.11%

Lido Advisors, LLC

1.60M

Jun 30, 26

-380.26K

1.08%

Summit Financial, LLC

1.54M

Jun 30, 26

-69.17K

1.04%

LPL Financial LLC

1.49M

Jun 30, 26

+456.43K

1.01%

Kathmere Capital Management, LLC

1.35M

Jun 30, 26

-152.51K

0.91%

RVW Wealth, LLC

1.31M

Jun 30, 26

+103.17K

0.88%

Venture Visionary Partners LLC

1.27M

Jun 30, 26

+105.60K

0.86%

NewEdge Advisors, LLC

1.22M

Jun 30, 26

+70.44K

0.82%

WOODMONT INVESTMENT COUNSEL LLC

1.21M

Jun 30, 26

+143.11K

0.81%

US BANCORP \DE\

1.20M

Jun 30, 26

+31.59K

0.81%

STIFEL FINANCIAL CORP

1.09M

Jun 30, 26

+29.95K

0.73%

Advisors Capital Management, LLC

1.04M

Jun 30, 26

+59.54K

0.70%

HOWLAND CAPITAL MANAGEMENT LLC

1.02M

Jun 30, 26

+140.08K

0.69%

MV CAPITAL MANAGEMENT, INC.

930.46K

Jun 30, 26

+10.38K

0.63%

EP Wealth Advisors, LLC

847.91K

Jun 30, 26

+134.15K

0.57%

Kestra Advisory Services, LLC

797.56K

Jun 30, 26

+147.60K

0.54%

BlackRock, Inc.

779.37K

Jun 30, 26

+126.57K

0.53%

COMMONWEALTH EQUITY SERVICES, LLC

762.90K

Jun 30, 26

+46.41K

0.51%

ARROW FINANCIAL CORP

702.83K

Jun 30, 26

+17.85K

0.47%

AMERIPRISE FINANCIAL INC

682.34K

Jun 30, 26

+36.19K

0.46%

FIRST NATIONAL TRUST CO

653.44K

Jun 30, 26

+64.20K

0.44%

Janney Montgomery Scott LLC

650.93K

Jun 30, 26

+109.14K

0.44%

Ironwood Financial, llc

644.55K

Jun 30, 26

+88.90K

0.43%

Rockefeller Capital Management L.P.

644.36K

Jun 30, 26

+21.75K

0.43%

Mariner, LLC

592.61K

Jun 30, 26

-63.60K

0.40%

PFG Private Wealth Management, LLC

570.00K

Jun 30, 26

-51.04K

0.38%

Probity Advisors, Inc.

569.58K

Jun 30, 26

+50.58K

0.38%

CENTRAL TRUST Co

538.60K

Jun 30, 26

+37.05K

0.36%

CAPTRUST FINANCIAL ADVISORS

534.29K

Jun 30, 26

+48.16K

0.36%

Glenview Trust Co

506.32K

Jun 30, 26

+25.51K

0.34%

LYELL WEALTH MANAGEMENT, LP

492.60K

Jun 30, 26

+24.60K

0.33%

REBALANCE, LLC

483.99K

Jun 30, 26

+5.97K

0.33%

MinichMacGregor Wealth Management, LLC

474.16K

Jun 30, 26

+18.40K

0.32%

Parkway Wealth Management Group, LLC

466.29K

Jun 30, 26

+3.35K

0.31%

ENVESTNET ASSET MANAGEMENT INC

464.54K

Jun 30, 26

+77.77K

0.31%

Snowden Capital Advisors LLC

453.69K

Jun 30, 26

+13.88K

0.31%

BENJAMIN EDWARDS INC

445.63K

Jun 30, 26

-14.94K

0.30%

Sanctuary Advisors, LLC

445.05K

Jun 30, 26

+68.43K

0.30%

Cornerstone Planning, LLC

439.38K

Jun 30, 26

+9.24K

0.30%

Adviser Investments LLC

434.65K

Jun 30, 26

+1.34K

0.29%

Guidance Point Advisors, LLC

431.68K

Jun 30, 26

+18.56K

0.29%

Atlantic Union Bankshares Corp

425.14K

Jun 30, 26

+24.82K

0.29%

Centric Wealth Management

418.85K

Jun 30, 26

0.28%

Cambridge Investment Research Advisors, Inc.

413.66K

Jun 30, 26

+19.68K

0.28%

Parallel Advisors, LLC

406.87K

Jun 30, 26

+33.28K

0.27%

Peloton Wealth Strategists

394.05K

Jun 30, 26

+19.40K

0.27%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

390.37K

Jun 30, 26

+36.49K

0.26%

EIGHT 31 FINANCIAL LLC

369.66K

Jun 30, 26

+8.44K

0.25%

Windsor Capital Management, LLC

356.46K

Jun 30, 26

+114.05K

0.24%

ARCADIA INVESTMENT ADVISORS LLC

348.53K

Jun 30, 26

+30.89K

0.23%

LBMC INVESTMENT ADVISORS, LLC

345.71K

Jun 30, 26

+63.96K

0.23%

Concurrent Investment Advisors, LLC

343.57K

Jun 30, 26

+343.57K

0.23%

Allworth Financial LP

338.44K

Jun 30, 26

+51.26K

0.23%

Cetera Investment Advisers

331.85K

Jun 30, 26

+115.93K

0.22%

Praetorian Wealth Management, Inc.

304.21K

Jun 30, 26

+6.68K

0.21%

4Thought Financial Group Inc.

289.94K

Jun 30, 26

+51.00K

0.20%

Atria Investments, Inc

288.55K

Jun 30, 26

+38.78K

0.19%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

281.94K

Jun 30, 26

+82.43K

0.19%

SHUFRO ROSE & CO LLC

274.60K

Jun 30, 26

+158.90K

0.19%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

264.11K

Jun 30, 26

+8.76K

0.18%

InvesTrust

262.81K

Jun 30, 26

+33.67K

0.18%

Wilkins Miller Wealth Management, LLC

256.30K

Jun 30, 26

-587

0.17%

Strid Group, LLC

256.06K

Jun 30, 26

+164.37K

0.17%

VIRGINIA WEALTH MANAGEMENT GROUP, INC.

249.69K

Jun 30, 26

+50.30K

0.17%

Krilogy Financial LLC

246.32K

Jun 30, 26

-1.84K

0.17%

IFP Advisors, Inc

242.42K

Jun 30, 26

-5.18K

0.16%

HANCOCK WHITNEY CORP

240.44K

Jun 30, 26

+2.19K

0.16%

MEMBERS WEALTH LLC

230.62K

Jun 30, 26

+24.36K

0.16%

SPINNAKER TRUST

226.09K

Jun 30, 26

+92.48K

0.15%

J.W. COLE ADVISORS, INC.

218.88K

Jun 30, 26

+73.69K

0.15%

Resources Investment Advisors, LLC.

218.49K

Jun 30, 26

-30.85K

0.15%

Quantum Financial Advisors, LLC

217.65K

Jun 30, 26

+5.22K

0.15%

Winthrop Partners - WNY, LLC

217.32K

Jun 30, 26

+11.37K

0.15%

Houlihan Financial Resource Group, Ltd.

216.09K

Jun 30, 26

+11.54K

0.15%

Stratos Wealth Partners, LTD.

213.58K

Jun 30, 26

+43.07K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

202.81K

Jun 30, 26

+52.28K

0.14%

Chicago Partners Investment Group LLC

201.35K

Jun 30, 26

+2.14K

0.14%

Beacon Pointe Advisors, LLC

196.78K

Jun 30, 26

+11.99K

0.13%

Rossmore Private Capital

194.58K

Jun 30, 26

+5.41K

0.13%

PRECEDENT WEALTH PARTNERS, LLC

194.22K

Jun 30, 26

+31.92K

0.13%

Beaumont Asset Management, L.L.C.

191.24K

Jun 30, 26

+79.63K

0.13%

FourThought Financial Partners, LLC

185.48K

Jun 30, 26

+31.30K

0.13%

HAMEL ASSOCIATES, INC.

185.29K

Jun 30, 26

-2.09K

0.12%

Gotham Asset Management, LLC

180.54K

Jun 30, 26

0.12%

ROMANO BROTHERS AND COMPANY

180.14K

Jun 30, 26

+6.48K

0.12%

ADVISOR GROUP HOLDINGS, INC.

179.33K

Jun 30, 26

+6.38K

0.12%

FULTON BREAKEFIELD BROENNIMAN LLC

177.12K

Jun 30, 26

+11.49K

0.12%

JONES FINANCIAL COMPANIES LLLP

176.19K

Jun 30, 26

+21.18K

0.12%

Penobscot Investment Management Company, Inc.

176.05K

Jun 30, 26

+18.40K

0.12%

JANE STREET GROUP, LLC

175.42K

Jun 30, 26

+121.50K

0.12%

MCF Advisors LLC

175.01K

Jun 30, 26

+3.97K

0.12%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

173.15K

Jun 30, 26

+60.79K

0.12%

ADIRONDACK TRUST CO

173.09K

Jun 30, 26

+9.23K

0.12%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

165.19K

Jun 30, 26

+36.08K

0.11%

Valmark Advisers, Inc.

156.45K

Jun 30, 26

+34.09K

0.11%

Hills Bank & Trust Co

154.85K

Jun 30, 26

+128.95K

0.10%

Stonebrook Private Inc.

153.24K

Jun 30, 26

+3.11K

0.10%

Commonwealth Financial Services, LLC

144.24K

Jun 30, 26

-326.69K

0.10%

10Elms LLP

143.79K

Jun 30, 26

+55.37K

0.10%

Laurel Wealth Advisors LLC

136.25K

Jun 30, 26

+17.55K

0.09%

Evergreen Wealth Solutions, LLC

136.15K

Jun 30, 26

+14.93K

0.09%

Arcataur Capital Management LLC

135.17K

Jun 30, 26

+1.57K

0.09%

LifePlan Financial, LLC

132.28K

Jun 30, 26

+2.67K

0.09%

Merit Financial Group, LLC

129.49K

Jun 30, 26

+36.26K

0.09%

Twin Cities Retirement Group LLC

126.32K

Jun 30, 26

+1.30K

0.09%

ASSOCIATED BANC-CORP

121.00K

Jun 30, 26

+12.01K

0.08%

Sowell Financial Services LLC

119.62K

Jun 30, 26

+4.55K

0.08%

CABOT WEALTH MANAGEMENT INC

119.45K

Jun 30, 26

+32.05K

0.08%

AssuredPartners Investment Advisors, LLC

117.42K

Jun 30, 26

+15.04K

0.08%

Roble, Belko & Company, Inc

113.74K

Jun 30, 26

+11.36K

0.08%

Modern Wealth Management, LLC

112.73K

Jun 30, 26

+112.73K

0.08%

Segment Wealth Management, LLC

112.33K

Jun 30, 26

+10.58K

0.08%

INSTRUMENTAL WEALTH, LLC

108.77K

Jun 30, 26

+565

0.07%

Keeler THomas Management LLC

105.88K

Jun 30, 26

-7.68K

0.07%

Meiji Yasuda Life Insurance Co

105.00K

Jun 30, 26

+105.00K

0.07%

Meridian Wealth Management, LLC

102.96K

Jun 30, 26

+7.91K

0.07%

Godshalk Welsh Capital Management, Inc.

101.85K

Jun 30, 26

+6.75K

0.07%

Miracle Mile Advisors, LLC

101.04K

Jun 30, 26

+9.66K

0.07%

LFA - Lugano Financial Advisors SA

96.99K

Jun 30, 26

+2.50K

0.07%

Wealthstar Advisors, LLC

95.02K

Jun 30, 26

+10.82K

0.06%

Cornell Pochily Investment Advisors, Inc.

88.28K

Jun 30, 26

-68.89K

0.06%

Resonant Capital Advisors, LLC

87.89K

Jun 30, 26

-932

0.06%

SONATA CAPITAL GROUP INC

86.58K

Jun 30, 26

+18.13K

0.06%

Breachway Investments LLC

86.20K

Jun 30, 26

+6.57K

0.06%

MEITAV INVESTMENT HOUSE LTD

81.89K

Jun 30, 26

+18.89K

0.06%

HARBOR ADVISORY CORP /MA/

81.51K

Jun 30, 26

+18.46K

0.05%

WRAPMANAGER INC

81.18K

Jun 30, 26

-8.34K

0.05%

BEACON FINANCIAL GROUP

75.97K

Jun 30, 26

-4.23K

0.05%

COLDSTREAM CAPITAL MANAGEMENT INC

75.52K

Jun 30, 26

-2.30K

0.05%

Integrated Wealth Concepts LLC

75.44K

Jun 30, 26

+35.28K

0.05%

Crews Bank & Trust

75.20K

Jun 30, 26

-5.31K

0.05%

HARBOR INVESTMENT ADVISORY, LLC

74.27K

Jun 30, 26

+21.15K

0.05%

CITADEL ADVISORS LLC

69.58K

Jun 30, 26

-32.83K

0.05%

Bullock Wealth Management Group

69.27K

Jun 30, 26

+69.27K

0.05%

Chesley Taft & Associates LLC

69.00K

Jun 30, 26

+1.00K

0.05%

Sightline Wealth Advisors, LLC

68.38K

Jun 30, 26

+38.92K

0.05%

OFS Enterprise LLC

65.98K

Jun 30, 26

0.04%

NovaPoint Capital, LLC

63.43K

Jun 30, 26

+3.27K

0.04%

FIFTH THIRD BANCORP

62.04K

Jun 30, 26

+6.85K

0.04%

Paradigm, Strategies in Wealth Management, LLC

61.32K

Jun 30, 26

-1.24K

0.04%

DRIVE WEALTH MANAGEMENT, LLC

60.42K

Jun 30, 26

-546

0.04%

Montecito Bank & Trust

57.64K

Jun 30, 26

+4.63K

0.04%

Jacobi Capital Management LLC

57.45K

Jun 30, 26

+12.08K

0.04%

OLD MISSION CAPITAL LLC

54.51K

Jun 30, 26

-3.98K

0.04%

Great Diamond Partners, LLC

54.42K

Jun 30, 26

+24.43K

0.04%

SAX WEALTH ADVISORS, LLC

54.13K

Jun 30, 26

+1.17K

0.04%

Bank of New Hampshire

53.43K

Jun 30, 26

+100

0.04%

McGlone Suttner Wealth Management, Inc.

53.34K

Jun 30, 26

+7.98K

0.04%

SUMMITRY LLC

53.13K

Jun 30, 26

+29.68K

0.04%

Jefferson Bridge Capital, LLC

52.08K

Jun 30, 26

+5.24K

0.04%

COWA, LLC

51.54K

Jun 30, 26

-1.52K

0.03%

First Fiduciary Investment Counsel, Inc.

51.46K

Jun 30, 26

+510

0.03%

OPPENHEIMER & CO INC

51.17K

Jun 30, 26

+64

0.03%

Archford Capital Strategies, LLC

50.95K

Jun 30, 26

-2.91K

0.03%

Farmers National Bank

49.77K

Jun 30, 26

-91

0.03%

Farther Finance Advisors, LLC

49.76K

Jun 30, 26

+6.25K

0.03%

LEAVELL INVESTMENT MANAGEMENT, INC.

49.51K

Jun 30, 26

+10.57K

0.03%

Madden Advisory Services, Inc.

47.44K

Jun 30, 26

+1.70K

0.03%

Gilbert & Cook, Inc.

44.82K

Jun 30, 26

0.03%

Belpointe Asset Management LLC

43.29K

Jun 30, 26

+1.19K

0.03%

REGIONS FINANCIAL CORP

43.29K

Jun 30, 26

+1.02K

0.03%

LITTLE HOUSE CAPITAL LLC

42.80K

Jun 30, 26

+1.08K

0.03%

Foundry Financial Group, Inc.

42.54K

Jun 30, 26

+2.38K

0.03%

MONECO Advisors, LLC

42.46K

Jun 30, 26

-4.06K

0.03%

Gryphon Financial Partners LLC

42.11K

Jun 30, 26

-1.24K

0.03%

REDW Wealth LLC

42.05K

Jun 30, 26

-3.31K

0.03%

Conrad Siegel Investment Advisors, Inc.

40.69K

Jun 30, 26

+7.27K

0.03%

Foundation Wealth Management, LLC

40.34K

Jun 30, 26

+5.63K

0.03%

Equitable Holdings, Inc.

40.21K

Jun 30, 26

+1.53K

0.03%

Granite Harbor Advisors, Inc.

39.74K

Jun 30, 26

+431

0.03%

Creative Planning

39.53K

Jun 30, 26

+3.26K

0.03%

NESTEGG ADVISORS, INC.

38.10K

Jun 30, 26

-30.33K

0.03%

Reliant Wealth Planning

37.68K

Jun 30, 26

0.03%

DUNCKER STREETT & CO INC

37.63K

Jun 30, 26

+423

0.03%

Clearstead Advisors, LLC

36.32K

Jun 30, 26

+17.42K

0.02%

BLUE SQUARE ASSET MANAGEMENT, LLC

36.09K

Jun 30, 26

-138

0.02%

FIRST INTERSTATE BANK

36.03K

Jun 30, 26

0.02%

Heartland Bank & Trust Co

35.64K

Jun 30, 26

+17.97K

0.02%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

34.86K

Jun 30, 26

+2.39K

0.02%

Bank of New York Mellon Corp

34.03K

Jun 30, 26

+2.59K

0.02%

TFR Capital, LLC.

33.61K

Jun 30, 26

+8.04K

0.02%

Colony Group, LLC

33.13K

Jun 30, 26

+1.74K

0.02%

Newman Dignan & Sheerar, Inc.

32.88K

Jun 30, 26

+2.03K

0.02%

DecisionMap Wealth Management, LLC

32.14K

Jun 30, 26

-309

0.02%

Quadrature Capital Ltd

32.00K

Jun 30, 26

+32.00K

0.02%

Helen Stephens Group, LLC

31.97K

Jun 30, 26

+31.97K

0.02%

Brookstone Capital Management

31.58K

Jun 30, 26

-1.03K

0.02%

DEARBORN PARTNERS LLC

31.41K

Jun 30, 26

+2.92K

0.02%

TABLEAUX LLC

30.23K

Jun 30, 26

-797

0.02%

Gradient Capital Advisors, LLC

30.00K

Jun 30, 26

0.02%

Gilbert Capital Group, Inc.

29.87K

Jun 30, 26

-3.16K

0.02%

Redwood Financial Network Corp

29.34K

Jun 30, 26

+1.18K

0.02%

Stokes Family Office, LLC

29.25K

Jun 30, 26

+5.41K

0.02%

XML Financial, LLC

29.16K

Jun 30, 26

+2.98K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

28.69K

Jun 30, 26

+6.84K

0.02%

Freestone Capital Holdings, LLC

28.41K

Jun 30, 26

-14.43K

0.02%

Advisory Services Network, LLC

27.61K

Jun 30, 26

+6.87K

0.02%

Global Retirement Partners, LLC

26.97K

Jun 30, 26

+26.97K

0.02%

Princeton Global Asset Management LLC

26.24K

Jun 30, 26

+9.88K

0.02%

Dorsey & Whitney Trust CO LLC

26.00K

Jun 30, 26

0.02%

Van Hulzen Asset Management, LLC

25.54K

Jun 30, 26

-820

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

25.40K

Jun 30, 26

-472

0.02%

Hyposwiss Advisors SA

24.00K

Jun 30, 26

-1.40K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

23.92K

Jun 30, 26

-586

0.02%

Ellis Investment Partners, LLC

23.75K

Jun 30, 26

+392

0.02%

MidFirst Bank

23.30K

Jun 30, 26

+9.76K

0.02%

Private Advisor Group, LLC

23.20K

Jun 30, 26

-44.79K

0.02%

MML INVESTORS SERVICES, LLC

22.88K

Jun 30, 26

+3.06K

0.02%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

22.64K

Jun 30, 26

+22.64K

0.02%

Baird Financial Group, Inc.

22.45K

Jun 30, 26

+5.18K

0.02%

CGN Advisors LLC

22.38K

Jun 30, 26

-1.82K

0.02%

FIDUCIARY FINANCIAL ADVISORS

21.67K

Jun 30, 26

+21.67K

0.01%

Arkadios Wealth Advisors

21.46K

Jun 30, 26

-102

0.01%

Neuberger Berman Group LLC

21.35K

Jun 30, 26

+265

0.01%

Community Financial Services Group, LLC

20.64K

Jun 30, 26

+20.64K

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

20.29K

Jun 30, 26

+4.01K

0.01%

Alliance Wealth Advisors, LLC /UT

20.28K

Jun 30, 26

-5.18K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

20.28K

Jun 30, 26

0.01%

BARRETT & COMPANY, INC.

20.11K

Jun 30, 26

+11.02K

0.01%

ADG Wealth Management Group, LLC

20.00K

Jun 30, 26

+20.00K

0.01%

Prosperity Planning, Inc.

19.75K

Jun 30, 26

-765

0.01%

Clearstead Trust, LLC

19.56K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

19.15K

Jun 30, 26

+209

0.01%

SIMON QUICK ADVISORS, LLC

18.92K

Jun 30, 26

0.01%

Kesler, Norman & Wride, LLC

18.82K

Jun 30, 26

+3.33K

0.01%

NAPLES GLOBAL ADVISORS, LLC

18.80K

Jun 30, 26

-680

0.01%

ProVise Management Group, LLC

18.78K

Jun 30, 26

+5.09K

0.01%

TRUIST FINANCIAL CORP

18.37K

Jun 30, 26

+119

0.01%

Advance Capital Management, Inc.

18.10K

Jun 30, 26

+165

0.01%

Moors & Cabot, Inc.

17.79K

Jun 30, 26

+2.21K

0.01%

Mutual Advisors, LLC

17.59K

Jun 30, 26

+418

0.01%

American Trust

17.29K

Jun 30, 26

0.01%

Banque Cantonale Vaudoise

17.25K

Jun 30, 26

+145

0.01%

Quartz Partners, LLC

17.03K

Jun 30, 26

+17.03K

0.01%

Yoder Wealth Management, Inc.

16.90K

Jun 30, 26

0.01%

FORVIS Wealth Advisors, LLC

16.49K

Jun 30, 26

0.01%

XY Planning Network, Inc.

16.36K

Jun 30, 26

+16.36K

0.01%

Summit Trail Advisors, LLC

16.35K

Jun 30, 26

+16.35K

0.01%

Straight Path Wealth Management

15.94K

Jun 30, 26

0.01%

4J Wealth Management LLC

15.89K

Jun 30, 26

0.01%

Koshinski Asset Management, Inc.

15.85K

Jun 30, 26

-30

0.01%

Accretive Wealth Partners, LLC

15.83K

Jun 30, 26

0.01%

HALLMARK CAPITAL MANAGEMENT INC

15.74K

Jun 30, 26

+3.96K

0.01%

FOCUSED ALPHA, LLC

15.68K

Jun 30, 26

+217

0.01%

1900 WEALTH MANAGEMENT LLC

15.61K

Jun 30, 26

0.01%

Element Wealth, LLC

15.47K

Jun 30, 26

+161

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

15.23K

Jun 30, 26

+606

0.01%

Advisor OS, LLC

15.13K

Jun 30, 26

+2.09K

0.01%

Avidian Wealth Solutions, LLC

15.13K

Jun 30, 26

+1.69K

0.01%

GOLDMAN SACHS GROUP INC

15.11K

Jun 30, 26

+15.11K

0.01%

MIDLAND WEALTH ADVISORS LLC

15.04K

Jun 30, 26

-764

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

14.72K

Jun 30, 26

0.01%

Johnson Bixby & Associates, LLC

14.70K

Jun 30, 26

+126

0.01%

Cyr Financial Inc.

14.58K

Jun 30, 26

+328

0.01%

TD Waterhouse Canada Inc.

14.42K

Jun 30, 26

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

13.71K

Jun 30, 26

-440

0.01%

SIGNATUREFD, LLC

13.40K

Jun 30, 26

+2.30K

0.01%

NWAM LLC

13.05K

Jun 30, 26

+107

0.01%

Robertson Stephens Wealth Management, LLC

12.85K

Jun 30, 26

+553

0.01%

Hurley Capital, LLC

12.66K

Jun 30, 26

+143

0.01%

Diversify Advisory Services, LLC

12.41K

Jun 30, 26

+12.41K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

12.41K

Jun 30, 26

+1.55K

0.01%

Autumn Glory Partners, LLC

12.20K

Jun 30, 26

0.01%

Sarver Vrooman Wealth Advisors

11.91K

Jun 30, 26

0.01%

Betterment LLC

11.75K

Jun 30, 26

+1.85K

0.01%

Cerity Partners LLC

11.68K

Jun 30, 26

-815

0.01%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

11.54K

Jun 30, 26

+1.90K

0.01%

Berkshire Money Management, Inc.

11.52K

Jun 30, 26

+11.52K

0.01%

IFG Advisory, LLC

11.31K

Jun 30, 26

+11.31K

0.01%

SPRENG CAPITAL MANAGEMENT, INC.

11.24K

Jun 30, 26

+11.24K

0.01%

Vise Technologies, Inc.

11.22K

Jun 30, 26

+11.22K

0.01%

Apollon Wealth Management, LLC

11.04K

Jun 30, 26

-2.98K

0.01%

BEACON FINANCIAL PLANNING, INC

10.71K

Jun 30, 26

+10.71K

0.01%

CI Private Wealth, LLC

10.62K

Jun 30, 26

+10.62K

0.01%

Aprio Wealth Management, LLC

10.49K

Jun 30, 26

-22.03K

0.01%

Koesten, Hirschmann & Crabtree, INC.

10.38K

Jun 30, 26

+10.38K

0.01%

Sterling Investment Advisors, Ltd.

10.23K

Jun 30, 26

+350

0.01%

Csenge Advisory Group

9.88K

Jun 30, 26

0.01%

Summit Wealth Partners, LLC

9.80K

Jun 30, 26

0.01%

BARCLAYS PLC

9.79K

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

9.73K

Jun 30, 26

+9.73K

0.01%

Bogart Wealth, LLC

9.73K

Jun 30, 26

0.01%

SCOTIA CAPITAL INC.

9.50K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

9.44K

Jun 30, 26

0.01%

Syntegra Private Wealth Group, LLC

9.42K

Jun 30, 26

0.01%

Addison Advisors LLC

9.37K

Jun 30, 26

-2.10K

0.01%

Plancorp, LLC

9.29K

Jun 30, 26

+104

0.01%

CHOREO, LLC

9.22K

Jun 30, 26

+9.22K

0.01%

Robbins Farley

9.15K

Jun 30, 26

+9.15K

0.01%

Ashton Thomas Private Wealth, LLC

8.95K

Jun 30, 26

+859

0.01%

GAMMA Investing LLC

8.87K

Jun 30, 26

+8.04K

0.01%

Provenance Wealth Advisors, LLC

8.15K

Jun 30, 26

0.01%

Bradley & Co. Private Wealth Management, LLC

7.96K

Jun 30, 26

0.01%

Physician Wealth Advisors, Inc.

7.79K

Jun 30, 26

+5.32K

0.01%

Trust Co

7.66K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

7.18K

Jun 30, 26

-249

0.00%

HARBOUR INVESTMENTS, INC.

6.73K

Jun 30, 26

+76

0.00%

Stone House Investment Management, LLC

5.73K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

5.31K

Jun 30, 26

+1.89K

0.00%

PITTENGER & ANDERSON INC

4.78K

Jun 30, 26

+2.29K

0.00%

AE Wealth Management LLC

4.72K

Jun 30, 26

+812

0.00%

CVA Family Office, LLC

4.57K

Jun 30, 26

0.00%

Ancora Advisors, LLC

4.10K

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

4.05K

Jun 30, 26

0.00%

NBH Bank

3.93K

Jun 30, 26

+3.93K

0.00%

CNB Bank

3.77K

Jun 30, 26

+178

0.00%

BALLAST ADVISORS LLC

3.76K

Jun 30, 26

+2.38K

0.00%

Truvestments Capital LLC

3.63K

Jun 30, 26

0.00%

High Note Wealth, LLC

3.61K

Jun 30, 26

-1.13K

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

3.44K

Jun 30, 26

+38

0.00%

Ronald Blue Trust, Inc.

3.13K

Jun 30, 26

+2.26K

0.00%

JDM Financial Group LLC

3.08K

Jun 30, 26

-1.80K

0.00%

Y.D. More Investments Ltd

2.56K

Jun 30, 26

-4.72K

0.00%

IMA Wealth, Inc.

2.50K

Jun 30, 26

+2.50K

0.00%

BRYN MAWR TRUST Co

2.50K

Jun 30, 26

0.00%

TRUST CO OF VERMONT

2.33K

Jun 30, 26

+2.33K

0.00%

United Community Bank

2.22K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.00K

Jun 30, 26

0.00%

FMR LLC

1.83K

Jun 30, 26

-3.53K

0.00%

Rossby Financial, LCC

1.79K

Jun 30, 26

+915

0.00%

EASTERN BANK

1.55K

Jun 30, 26

+400

0.00%

Fairway Wealth LLC

1.37K

Jun 30, 26

+1.37K

0.00%

Coastline Trust Co

1.32K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.30K

Jun 30, 26

-40

0.00%

Capital Analysts, LLC

1.25K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

950

Jun 30, 26

+11

0.00%

Venturi Wealth Management, LLC

765

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

672

Jun 30, 26

-1.82K

0.00%

Key FInancial Inc

590

Jun 30, 26

-94

0.00%

VANGUARD ADVISERS INC

523

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

440

Jun 30, 26

+440

0.00%

AlphaCore Capital LLC

355

Jun 30, 26

0.00%

First PREMIER Bank

351

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

311

Jun 30, 26

+311

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

0.00%

Wick Capital Partners, LLC

Jun 30, 26

-13.60K

BESSEMER GROUP INC

Jun 30, 26

-10.93K

Napier Financial, LLC

Jun 30, 26

-1.52K

BOKF, NA

Jun 30, 26

-1.15K

Western Wealth Management, LLC

Jun 30, 26

-9.11K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-523.84K

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

-813

Miller Global Investments, LLC

Jun 30, 26

-2.75K

Intentional Wealth Strategies, LLC

Jun 30, 26

-5.72K

NOVEM GROUP

Jun 30, 26

-35.97K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-1.93K

Golden State Equity Partners

Jun 30, 26

-39.45K

CWM, LLC

250.03K

Mar 31, 26

+43.54K

0.17%

Signature Wealth Management Group

248.08K

Mar 31, 26

-298

0.17%

Leo Wealth, LLC

123.65K

Mar 31, 26

+12.23K

0.08%

Cherry Tree Wealth Management, LLC

74.62K

Mar 31, 26

+1.86K

0.05%

Bank of Jackson Hole Trust

3.93K

Mar 31, 26

0.00%

Oldfather Financial Services, LLC

65.98K

Dec 31, 25

+48.17K

0.04%

COMERICA BANK

14.90K

Dec 31, 25

+897

0.01%

Austin Private Wealth, LLC

11.68K

Dec 31, 25

+1.13K

0.01%

CIBC Private Wealth Group, LLC

369

Dec 31, 25

+345

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-932

Vishria Bird Financial Group, LLC

877.22K

Sep 30, 25

+877.22K

0.59%

Hemington Wealth Management

1.28K

Sep 30, 25

0.00%

Centricity Wealth Management, LLC

51.87K

Jun 30, 25

+6.04K

0.03%

AVANTAX ADVISORY SERVICES, INC.

11.21K

Jun 30, 25

+104

0.01%

Buffington Mohr McNeal

634.28K

Mar 31, 25

+9.10K

0.43%

Sandy Spring Bank

255.39K

Mar 31, 25

+10.53K

0.17%

Sabal Trust CO

202.84K

Mar 31, 25

+24.23K

0.14%

Safeguard Financial, LLC

27.84K

Mar 31, 25

+4.48K

0.02%

Spectrum Wealth Counsel, LLC

24.21K

Mar 31, 25

-2.20K

0.02%

Executive Wealth Management, LLC

172.39K

Dec 31, 24

+46.09K

0.12%

Kades & Cheifetz LLC

9.63K

Dec 31, 24

+9.63K

0.01%

Raymond James Financial Services Advisors, Inc.

2.16M

Sep 30, 24

+225.50K

1.45%

Gateway Advisory, LLC

1.54M

Sep 30, 24

+49.05K

1.04%

MONUMENTAL FINANCIAL GROUP INC.

968.37K

Sep 30, 24

+298.30K

0.65%

Platte River Wealth Advisors, LLC

308.78K

Sep 30, 24

-6.43K

0.21%

RAYMOND JAMES & ASSOCIATES

226.82K

Sep 30, 24

+38.21K

0.15%

FinTrust Capital Advisors, LLC

500

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

167.57K

Jun 30, 24

+15.23K

0.11%

BlackRock Inc.

Jun 30, 24

-1.33K

0.00%

Cetera Advisors LLC

39.86K

Mar 31, 24

+39.86K

0.03%

Bartlett & Co. LLC

2.00K

Dec 31, 23

0.00%

Vigilant Capital Management, LLC

4.57K

Jun 30, 23

+475

0.00%

Sargent Bickham Lagudis LLC

873

Dec 31, 22

+47

0.00%

American Portfolios Advisors

1.95K

Sep 30, 22

+1.95K

0.00%

Farmer Steven Patrick

763.41K

Jun 30, 22

+763.41K

0.51%