IBDX(IBDX)
IBDX
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 6.46M | Jun 30, 26 | +113.85K | 9.42% |
| Capital Investment Advisors, LLC | 3.51M | Jun 30, 26 | +175.24K | 5.11% |
| WELLS FARGO & COMPANY/MN | 3.09M | Jun 30, 26 | +273.89K | 4.51% |
| CAPITAL ADVISORS INC/OK | 2.82M | Jun 30, 26 | +32.12K | 4.12% |
| MORGAN STANLEY | 2.59M | Jun 30, 26 | -314.88K | 3.78% |
| BANK OF AMERICA CORP /DE/ | 2.57M | Jun 30, 26 | +123.10K | 3.74% |
| SIGMA INVESTMENT COUNSELORS INC | 1.59M | Jun 30, 26 | +74.05K | 2.31% |
| ROYAL BANK OF CANADA | 1.35M | Jun 30, 26 | +327.50K | 1.96% |
| UBS Group AG | 1.21M | Jun 30, 26 | +38.02K | 1.76% |
| Klingman & Associates, LLC | 1.18M | Jun 30, 26 | +93.89K | 1.71% |
| RAYMOND JAMES FINANCIAL INC | 1.16M | Jun 30, 26 | +436.63K | 1.69% |
| Summit Financial, LLC | 1.16M | Jun 30, 26 | -424.39K | 1.69% |
| Seven Springs Wealth Group, LLC | 1.06M | Jun 30, 26 | +3.32K | 1.55% |
| Sound View Wealth Advisors Group, LLC | 1.01M | Jun 30, 26 | +99.86K | 1.47% |
| AMERIPRISE FINANCIAL INC | 943.45K | Jun 30, 26 | -65.79K | 1.38% |
| US BANCORP \DE\ | 908.16K | Jun 30, 26 | +39.64K | 1.32% |
| NewEdge Advisors, LLC | 876.47K | Jun 30, 26 | +46.80K | 1.28% |
| HighTower Advisors, LLC | 860.42K | Jun 30, 26 | +6.38K | 1.26% |
| Advisors Capital Management, LLC | 859.92K | Jun 30, 26 | +19.70K | 1.25% |
| COWA, LLC | 774.11K | Jun 30, 26 | +45.10K | 1.13% |
| MV CAPITAL MANAGEMENT, INC. | 774.00K | Jun 30, 26 | +661 | 1.13% |
| ARROW FINANCIAL CORP | 630.88K | Jun 30, 26 | +16.37K | 0.92% |
| LPL Financial LLC | 563.92K | Jun 30, 26 | +54.00K | 0.82% |
| COMMONWEALTH EQUITY SERVICES, LLC | 528.25K | Jun 30, 26 | +18.13K | 0.77% |
| MB, LEVIS & ASSOCIATES, LLC | 527.55K | Jun 30, 26 | +6.32K | 0.77% |
| Rockefeller Capital Management L.P. | 527.54K | Jun 30, 26 | +7.82K | 0.77% |
| PFG Private Wealth Management, LLC | 507.21K | Jun 30, 26 | -42.58K | 0.74% |
| Janney Montgomery Scott LLC | 478.38K | Jun 30, 26 | +81.67K | 0.70% |
| Ironwood Financial, llc | 464.90K | Jun 30, 26 | +85.20K | 0.68% |
| Probity Advisors, Inc. | 415.73K | Jun 30, 26 | +111.63K | 0.61% |
| Parkway Wealth Management Group, LLC | 402.63K | Jun 30, 26 | +4.78K | 0.59% |
| Atlantic Union Bankshares Corp | 380.55K | Jun 30, 26 | +32.35K | 0.56% |
| Cornerstone Planning, LLC | 379.91K | Jun 30, 26 | +9.77K | 0.55% |
| Guidance Point Advisors, LLC | 325.56K | Jun 30, 26 | +9.88K | 0.47% |
| Snowden Capital Advisors LLC | 297.90K | Jun 30, 26 | +4.48K | 0.43% |
| LYELL WEALTH MANAGEMENT, LP | 266.91K | Jun 30, 26 | +2.40K | 0.39% |
| Parallel Advisors, LLC | 266.52K | Jun 30, 26 | +22.29K | 0.39% |
| MCF Advisors LLC | 257.91K | Jun 30, 26 | +2.93K | 0.38% |
| HOWLAND CAPITAL MANAGEMENT LLC | 252.86K | Jun 30, 26 | +66.86K | 0.37% |
| Concurrent Investment Advisors, LLC | 252.55K | Jun 30, 26 | +252.55K | 0.37% |
| 4Thought Financial Group Inc. | 250.28K | Jun 30, 26 | +45.20K | 0.37% |
| HANCOCK WHITNEY CORP | 245.93K | Jun 30, 26 | +6.27K | 0.36% |
| Lido Advisors, LLC | 245.64K | Jun 30, 26 | +4.54K | 0.36% |
| Krilogy Financial LLC | 219.93K | Jun 30, 26 | -1.01K | 0.32% |
| Michael S. Ryan, Inc. | 208.79K | Jun 30, 26 | -7.92K | 0.30% |
| Praetorian Wealth Management, Inc. | 197.60K | Jun 30, 26 | +38.61K | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 193.62K | Jun 30, 26 | +11.17K | 0.28% |
| Peloton Wealth Strategists | 184.25K | Jun 30, 26 | +50.75K | 0.27% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 181.41K | Jun 30, 26 | +12.75K | 0.26% |
| Evergreen Wealth Solutions, LLC | 180.26K | Jun 30, 26 | +1.91K | 0.26% |
| Glenview Trust Co | 174.36K | Jun 30, 26 | +33.30K | 0.25% |
| PRECEDENT WEALTH PARTNERS, LLC | 168.45K | Jun 30, 26 | +30.81K | 0.25% |
| Adviser Investments LLC | 165.23K | Jun 30, 26 | +1.77K | 0.24% |
| MERCER GLOBAL ADVISORS INC /ADV | 164.66K | Jun 30, 26 | +46.32K | 0.24% |
| BENJAMIN EDWARDS INC | 152.97K | Jun 30, 26 | -24.83K | 0.22% |
| Resources Investment Advisors, LLC. | 149.25K | Jun 30, 26 | -21.77K | 0.22% |
| Evergreen Private Wealth LLC | 145.45K | Jun 30, 26 | +7.59K | 0.21% |
| Neuberger Berman Group LLC | 141.34K | Jun 30, 26 | -- | 0.21% |
| ADIRONDACK TRUST CO | 138.16K | Jun 30, 26 | +8.06K | 0.20% |
| EP Wealth Advisors, LLC | 132.77K | Jun 30, 26 | +132.77K | 0.19% |
| Houlihan Financial Resource Group, Ltd. | 132.54K | Jun 30, 26 | +28.49K | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 126.16K | Jun 30, 26 | +35.13K | 0.18% |
| Quantum Financial Advisors, LLC | 123.92K | Jun 30, 26 | +95.96K | 0.18% |
| Kestra Advisory Services, LLC | 123.69K | Jun 30, 26 | +3.87K | 0.18% |
| Paradigm, Strategies in Wealth Management, LLC | 116.19K | Jun 30, 26 | -4.40K | 0.17% |
| Sanctuary Advisors, LLC | 113.33K | Jun 30, 26 | +71.60K | 0.17% |
| Seneca House Advisors | 113.20K | Jun 30, 26 | -5.79K | 0.17% |
| Arcataur Capital Management LLC | 108.13K | Jun 30, 26 | +4.00K | 0.16% |
| MEITAV INVESTMENT HOUSE LTD | 104.67K | Jun 30, 26 | +39.76K | 0.15% |
| Modern Wealth Management, LLC | 101.54K | Jun 30, 26 | +101.54K | 0.15% |
| Cetera Investment Advisers | 100.10K | Jun 30, 26 | +26.71K | 0.15% |
| Rossmore Private Capital | 98.42K | Jun 30, 26 | +11.46K | 0.14% |
| Segment Wealth Management, LLC | 97.14K | Jun 30, 26 | +9.90K | 0.14% |
| Stonebrook Private Inc. | 96.34K | Jun 30, 26 | +1.37K | 0.14% |
| CENTRAL TRUST Co | 95.13K | Jun 30, 26 | +13.54K | 0.14% |
| Hills Bank & Trust Co | 92.78K | Jun 30, 26 | +82.25K | 0.14% |
| FIRST NATIONAL TRUST CO | 92.16K | Jun 30, 26 | +13.29K | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 89.17K | Jun 30, 26 | +18.20K | 0.13% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 88.57K | Jun 30, 26 | +10.08K | 0.13% |
| Winthrop Partners - WNY, LLC | 88.18K | Jun 30, 26 | +13.13K | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 80.98K | Jun 30, 26 | +9.61K | 0.12% |
| IFP Advisors, Inc | 80.56K | Jun 30, 26 | -2.24K | 0.12% |
| Archford Capital Strategies, LLC | 80.54K | Jun 30, 26 | -4.52K | 0.12% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 77.92K | Jun 30, 26 | -6.91K | 0.11% |
| ASSOCIATED BANC-CORP | 77.63K | Jun 30, 26 | +8.09K | 0.11% |
| Centric Wealth Management | 76.62K | Jun 30, 26 | -- | 0.11% |
| Roble, Belko & Company, Inc | 72.38K | Jun 30, 26 | -- | 0.11% |
| WRAPMANAGER INC | 69.52K | Jun 30, 26 | -6.74K | 0.10% |
| OPPENHEIMER & CO INC | 66.79K | Jun 30, 26 | +9.42K | 0.10% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 66.47K | Jun 30, 26 | +3.33K | 0.10% |
| 10Elms LLP | 64.47K | Jun 30, 26 | +21.45K | 0.09% |
| Wilkins Miller Wealth Management, LLC | 62.57K | Jun 30, 26 | -4.50K | 0.09% |
| LBMC INVESTMENT ADVISORS, LLC | 59.94K | Jun 30, 26 | +129 | 0.09% |
| Chesley Taft & Associates LLC | 56.90K | Jun 30, 26 | +1.90K | 0.08% |
| NovaPoint Capital, LLC | 54.64K | Jun 30, 26 | +2.39K | 0.08% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 53.74K | Jun 30, 26 | -910 | 0.08% |
| BEACON FINANCIAL GROUP | 50.13K | Jun 30, 26 | -3.25K | 0.07% |
| McGlone Suttner Wealth Management, Inc. | 49.76K | Jun 30, 26 | +334 | 0.07% |
| J.W. COLE ADVISORS, INC. | 49.38K | Jun 30, 26 | +5 | 0.07% |
| Venture Visionary Partners LLC | 48.84K | Jun 30, 26 | +1.46K | 0.07% |
| Princeton Global Asset Management LLC | 45.05K | Jun 30, 26 | +9.14K | 0.07% |
| Montecito Bank & Trust | 44.42K | Jun 30, 26 | +1.22K | 0.06% |
| Beacon Pointe Advisors, LLC | 40.93K | Jun 30, 26 | +4.22K | 0.06% |
| JANE STREET GROUP, LLC | 40.50K | Jun 30, 26 | +31.25K | 0.06% |
| Bullock Wealth Management Group | 40.22K | Jun 30, 26 | +40.22K | 0.06% |
| LITTLE HOUSE CAPITAL LLC | 40.19K | Jun 30, 26 | +1.04K | 0.06% |
| Jacobi Capital Management LLC | 40.05K | Jun 30, 26 | +10.29K | 0.06% |
| Gilbert & Cook, Inc. | 38.88K | Jun 30, 26 | -- | 0.06% |
| SONATA CAPITAL GROUP INC | 38.35K | Jun 30, 26 | +213 | 0.06% |
| REDW Wealth LLC | 37.67K | Jun 30, 26 | -1.66K | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.66K | Jun 30, 26 | -148.76K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 35.05K | Jun 30, 26 | +17.20K | 0.05% |
| FIRST INTERSTATE BANK | 34.98K | Jun 30, 26 | -7.20K | 0.05% |
| Reliant Wealth Planning | 34.42K | Jun 30, 26 | -- | 0.05% |
| Gradient Capital Advisors, LLC | 34.33K | Jun 30, 26 | -- | 0.05% |
| Farmers National Bank | 34.08K | Jun 30, 26 | +496 | 0.05% |
| HAMEL ASSOCIATES, INC. | 32.28K | Jun 30, 26 | +10.40K | 0.05% |
| Stokes Family Office, LLC | 31.23K | Jun 30, 26 | +3.90K | 0.05% |
| Breachway Investments LLC | 30.85K | Jun 30, 26 | +7.70K | 0.04% |
| Sterling Investment Advisors, Ltd. | 30.02K | Jun 30, 26 | +4.20K | 0.04% |
| STIFEL FINANCIAL CORP | 29.38K | Jun 30, 26 | +998 | 0.04% |
| AssuredPartners Investment Advisors, LLC | 29.05K | Jun 30, 26 | +17.00K | 0.04% |
| Valmark Advisers, Inc. | 28.84K | Jun 30, 26 | +4.42K | 0.04% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28.45K | Jun 30, 26 | -- | 0.04% |
| FOCUSED ALPHA, LLC | 27.98K | Jun 30, 26 | +326 | 0.04% |
| ROMANO BROTHERS AND COMPANY | 27.95K | Jun 30, 26 | +6.16K | 0.04% |
| Belpointe Asset Management LLC | 27.83K | Jun 30, 26 | +3.05K | 0.04% |
| Helen Stephens Group, LLC | 26.56K | Jun 30, 26 | +26.56K | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 25.62K | Jun 30, 26 | -1.69K | 0.04% |
| FIFTH THIRD BANCORP | 24.95K | Jun 30, 26 | +1.25K | 0.04% |
| DecisionMap Wealth Management, LLC | 24.90K | Jun 30, 26 | -268 | 0.04% |
| HEADINVEST, LLC | 24.86K | Jun 30, 26 | -177 | 0.04% |
| Great Diamond Partners, LLC | 24.80K | Jun 30, 26 | +12.23K | 0.04% |
| Integrated Wealth Concepts LLC | 24.80K | Jun 30, 26 | +12.28K | 0.04% |
| Freestone Capital Holdings, LLC | 24.71K | Jun 30, 26 | -12.54K | 0.04% |
| FourThought Financial Partners, LLC | 23.60K | Jun 30, 26 | +2.59K | 0.03% |
| SUMMITRY LLC | 23.35K | Jun 30, 26 | +23.35K | 0.03% |
| Creative Planning | 22.34K | Jun 30, 26 | +800 | 0.03% |
| Cornell Pochily Investment Advisors, Inc. | 22.04K | Jun 30, 26 | +22.04K | 0.03% |
| Colony Group, LLC | 21.98K | Jun 30, 26 | +3.69K | 0.03% |
| Sowell Financial Services LLC | 21.82K | Jun 30, 26 | +2.10K | 0.03% |
| XML Financial, LLC | 21.81K | Jun 30, 26 | +3.45K | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 21.61K | Jun 30, 26 | +4.82K | 0.03% |
| Advisory Services Network, LLC | 21.50K | Jun 30, 26 | +2.93K | 0.03% |
| Sarver Vrooman Wealth Advisors | 21.46K | Jun 30, 26 | -- | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21.19K | Jun 30, 26 | +2.37K | 0.03% |
| Clearstead Advisors, LLC | 20.48K | Jun 30, 26 | -8.64K | 0.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 19.43K | Jun 30, 26 | +1.32K | 0.03% |
| Farther Finance Advisors, LLC | 18.28K | Jun 30, 26 | +8.73K | 0.03% |
| SPINNAKER TRUST | 18.03K | Jun 30, 26 | +453 | 0.03% |
| Gryphon Financial Partners LLC | 17.77K | Jun 30, 26 | -1.53K | 0.03% |
| Redwood Financial Network Corp | 17.58K | Jun 30, 26 | +1.08K | 0.03% |
| Mutual Advisors, LLC | 16.04K | Jun 30, 26 | +413 | 0.02% |
| Dorsey & Whitney Trust CO LLC | 16.00K | Jun 30, 26 | -- | 0.02% |
| Daviman Financial, LLC | 15.68K | Jun 30, 26 | +1.60K | 0.02% |
| Koesten, Hirschmann & Crabtree, INC. | 15.38K | Jun 30, 26 | +6.89K | 0.02% |
| Van Hulzen Asset Management, LLC | 15.22K | Jun 30, 26 | -1.52K | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 15.21K | Jun 30, 26 | -- | 0.02% |
| Diversify Advisory Services, LLC | 14.74K | Jun 30, 26 | +947 | 0.02% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14.74K | Jun 30, 26 | +946 | 0.02% |
| JPMORGAN CHASE & CO | 14.60K | Jun 30, 26 | +11.42K | 0.02% |
| JAMES INVESTMENT RESEARCH INC | 14.07K | Jun 30, 26 | -- | 0.02% |
| Penobscot Investment Management Company, Inc. | 14.03K | Jun 30, 26 | +1.70K | 0.02% |
| WOODMONT INVESTMENT COUNSEL LLC | 13.48K | Jun 30, 26 | +13.48K | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 13.37K | Jun 30, 26 | +7.97K | 0.02% |
| Banque Cantonale Vaudoise | 13.14K | Jun 30, 26 | +257 | 0.02% |
| Merit Financial Group, LLC | 12.87K | Jun 30, 26 | +36 | 0.02% |
| NESTEGG ADVISORS, INC. | 12.78K | Jun 30, 26 | +577 | 0.02% |
| Bank of New Hampshire | 12.43K | Jun 30, 26 | +400 | 0.02% |
| TRUIST FINANCIAL CORP | 12.38K | Jun 30, 26 | -94 | 0.02% |
| Berkshire Money Management, Inc. | 12.29K | Jun 30, 26 | +12.29K | 0.02% |
| Addison Advisors LLC | 12.12K | Jun 30, 26 | -5.11K | 0.02% |
| DEARBORN PARTNERS LLC | 12.02K | Jun 30, 26 | +2.63K | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.91K | Jun 30, 26 | +142 | 0.02% |
| MML INVESTORS SERVICES, LLC | 11.88K | Jun 30, 26 | +1.82K | 0.02% |
| SAX WEALTH ADVISORS, LLC | 11.55K | Jun 30, 26 | +1.17K | 0.02% |
| CITADEL ADVISORS LLC | 11.51K | Jun 30, 26 | -19.65K | 0.02% |
| Koshinski Asset Management, Inc. | 10.97K | Jun 30, 26 | +28 | 0.02% |
| Foundation Wealth Management, LLC | 10.63K | Jun 30, 26 | +2.35K | 0.02% |
| NAPLES GLOBAL ADVISORS, LLC | 10.59K | Jun 30, 26 | +2.10K | 0.02% |
| COOPER/HAIMS ADVISORS, LLC | 10.41K | Jun 30, 26 | -- | 0.02% |
| Stratos Wealth Partners, LTD. | 10.27K | Jun 30, 26 | -49 | 0.01% |
| NWAM LLC | 9.93K | Jun 30, 26 | +111 | 0.01% |
| Granite Harbor Advisors, Inc. | 9.84K | Jun 30, 26 | -- | 0.01% |
| Private Advisor Group, LLC | 9.75K | Jun 30, 26 | -27.62K | 0.01% |
| Journey Advisory Group, LLC | 9.70K | Jun 30, 26 | -- | 0.01% |
| CVA Family Office, LLC | 9.70K | Jun 30, 26 | -- | 0.01% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 9.67K | Jun 30, 26 | +9.67K | 0.01% |
| Madrid Wealth Management, LLC | 9.51K | Jun 30, 26 | -- | 0.01% |
| Betterment LLC | 9.46K | Jun 30, 26 | +9.46K | 0.01% |
| Newman Dignan & Sheerar, Inc. | 9.46K | Jun 30, 26 | +3 | 0.01% |
| 1900 WEALTH MANAGEMENT LLC | 8.94K | Jun 30, 26 | +8.94K | 0.01% |
| Arkadios Wealth Advisors | 8.80K | Jun 30, 26 | -- | 0.01% |
| MidFirst Bank | 8.54K | Jun 30, 26 | +5.94K | 0.01% |
| Hyposwiss Advisors SA | 8.43K | Jun 30, 26 | +100 | 0.01% |
| CGN Advisors LLC | 8.38K | Jun 30, 26 | -1.61K | 0.01% |
| Hendershot Investments Inc. | 8.16K | Jun 30, 26 | -- | 0.01% |
| Accretive Wealth Partners, LLC | 7.98K | Jun 30, 26 | -- | 0.01% |
| CHOREO, LLC | 7.97K | Jun 30, 26 | +7.97K | 0.01% |
| Crews Bank & Trust | 5.75K | Jun 30, 26 | -- | 0.01% |
| Jupiter Wealth Management LLC | 5.10K | Jun 30, 26 | -- | 0.01% |
| Bogart Wealth, LLC | 4.72K | Jun 30, 26 | -- | 0.01% |
| Physician Wealth Advisors, Inc. | 4.59K | Jun 30, 26 | +4.59K | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 3.58K | Jun 30, 26 | +3.58K | 0.01% |
| CNB Bank | 3.26K | Jun 30, 26 | +154 | 0.00% |
| Rossby Financial, LCC | 2.58K | Jun 30, 26 | +1.32K | 0.00% |
| BALLAST ADVISORS LLC | 2.39K | Jun 30, 26 | +1.20K | 0.00% |
| TRUST CO OF VERMONT | 2.01K | Jun 30, 26 | +2.01K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| Trust Co | 1.99K | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1.99K | Jun 30, 26 | +1.99K | 0.00% |
| Clearstead Trust, LLC | 1.90K | Jun 30, 26 | -- | 0.00% |
| EASTERN BANK | 1.70K | Jun 30, 26 | +925 | 0.00% |
| United Community Bank | 1.52K | Jun 30, 26 | -- | 0.00% |
| Fairway Wealth LLC | 1.44K | Jun 30, 26 | +1.44K | 0.00% |
| Global Retirement Partners, LLC | 1.21K | Jun 30, 26 | +1.21K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 1.15K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 849 | Jun 30, 26 | -- | 0.00% |
| BARCLAYS PLC | 805 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 596 | Jun 30, 26 | +7 | 0.00% |
| Key FInancial Inc | 564 | Jun 30, 26 | -84 | 0.00% |
| HM PAYSON & CO | 500 | Jun 30, 26 | +500 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 390 | Jun 30, 26 | +390 | 0.00% |
| VANGUARD ADVISERS INC | 257 | Jun 30, 26 | -- | 0.00% |
| NBH Bank | 226 | Jun 30, 26 | +226 | 0.00% |
| BlackRock, Inc. | 51 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 8 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -4.93K | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -33.44K | -- |
| HAZLETT, BURT & WATSON, INC. | -- | Jun 30, 26 | -157 | -- |
| BESSEMER GROUP INC | -- | Jun 30, 26 | -9.54K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -78.36K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -400 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -95.72K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.48K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -3.50K | -- |
| Cassaday & Co Wealth Management LLC | -- | Jun 30, 26 | -3.86K | -- |
| Miller Global Investments, LLC | -- | Jun 30, 26 | -2.31K | -- |
| Signature Wealth Management Group | 169.98K | Mar 31, 26 | +4.26K | 0.25% |
| CWM, LLC | 152.90K | Mar 31, 26 | +16.32K | 0.22% |
| Cherry Tree Wealth Management, LLC | 20.47K | Mar 31, 26 | +909 | 0.03% |
| Bank of Jackson Hole Trust | 226 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 19.90K | Dec 31, 25 | +2.47K | 0.03% |
| Hemington Wealth Management | 2.59K | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 18.43K | Jun 30, 25 | +1.22K | 0.03% |
| Centricity Wealth Management, LLC | 1.63K | Jun 30, 25 | -- | 0.00% |
| Sandy Spring Bank | 216.39K | Mar 31, 25 | +13.41K | 0.32% |
| Sabal Trust CO | 196.09K | Mar 31, 25 | +20.00K | 0.29% |
| Spectrum Wealth Counsel, LLC | 15.54K | Mar 31, 25 | +14.22K | 0.02% |
| Executive Wealth Management, LLC | 140.44K | Dec 31, 24 | +39.80K | 0.20% |
| Gateway Advisory, LLC | 1.33M | Sep 30, 24 | +44.91K | 1.95% |
| Raymond James Financial Services Advisors, Inc. | 590.40K | Sep 30, 24 | +22.68K | 0.86% |
| Platte River Wealth Advisors, LLC | 180.51K | Sep 30, 24 | +2.62K | 0.26% |
| RAYMOND JAMES & ASSOCIATES | 96.90K | Sep 30, 24 | +25.43K | 0.14% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 143.55K | Jun 30, 24 | +8.71K | 0.21% |
| BlackRock Inc. | 47 | Jun 30, 24 | -1.14K | 0.00% |
| Cetera Advisors LLC | -- | Mar 31, 24 | -17.71K | -- |
| Vigilant Capital Management, LLC | 6.38K | Jun 30, 23 | +1.75K | 0.01% |