ICF(ICF)
ICF
$64.48—Stale · unknown old
USBATS • Last print unknown ago
$64.48—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.14M | Jun 30, 26 | -38.21K | 7.01% |
| JPMORGAN CHASE & CO | 1.64M | Jun 30, 26 | +113.01K | 5.36% |
| MORGAN STANLEY | 1.46M | Jun 30, 26 | +93.39K | 4.79% |
| BANK OF AMERICA CORP /DE/ | 780.06K | Jun 30, 26 | +6.25K | 2.56% |
| Foundations Investment Advisors, LLC | 763.22K | Jun 30, 26 | +62.42K | 2.50% |
| Cetera Investment Advisers | 689.53K | Jun 30, 26 | +8.52K | 2.26% |
| ROYAL BANK OF CANADA | 606.97K | Jun 30, 26 | +50.94K | 1.99% |
| ADVISOR GROUP HOLDINGS, INC. | 580.36K | Jun 30, 26 | +135.14K | 1.90% |
| M&T BANK CORP | 483.29K | Jun 30, 26 | +7.26K | 1.58% |
| RAYMOND JAMES FINANCIAL INC | 476.30K | Jun 30, 26 | -256.11K | 1.56% |
| National Philanthropic Trust | 447.28K | Jun 30, 26 | -3.29K | 1.47% |
| LPL Financial LLC | 430.80K | Jun 30, 26 | -13.59K | 1.41% |
| Bank of New York Mellon Corp | 371.34K | Jun 30, 26 | +4.53K | 1.22% |
| AMG National Trust Bank | 359.98K | Jun 30, 26 | +26.26K | 1.18% |
| Kestra Advisory Services, LLC | 345.99K | Jun 30, 26 | -11.99K | 1.13% |
| KEYBANK NATIONAL ASSOCIATION/OH | 324.31K | Jun 30, 26 | +6.61K | 1.06% |
| HUNTINGTON NATIONAL BANK | 315.75K | Jun 30, 26 | +8.81K | 1.04% |
| Creative Planning | 285.62K | Jun 30, 26 | -7.61K | 0.94% |
| Connecticut Wealth Management, LLC | 270.82K | Jun 30, 26 | -38.08K | 0.89% |
| WELLS FARGO & COMPANY/MN | 244.83K | Jun 30, 26 | +5.79K | 0.80% |
| LBMC INVESTMENT ADVISORS, LLC | 238.39K | Jun 30, 26 | -858 | 0.78% |
| IFG Advisors, LLC | 231.47K | Jun 30, 26 | -3.51K | 0.76% |
| ENVESTNET ASSET MANAGEMENT INC | 223.26K | Jun 30, 26 | -4.23K | 0.73% |
| FIFTH THIRD BANCORP | 221.20K | Jun 30, 26 | -9.41K | 0.73% |
| Pathstone Holdings, LLC | 207.55K | Jun 30, 26 | -1.24K | 0.68% |
| Brewster Financial Planning LLC | 181.73K | Jun 30, 26 | +4.81K | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 176.14K | Jun 30, 26 | +83 | 0.58% |
| Colony Group, LLC | 169.85K | Jun 30, 26 | +3.65K | 0.56% |
| Mariner, LLC | 167.87K | Jun 30, 26 | -33.31K | 0.55% |
| William Howard & Co Financial Advisors Inc | 160.92K | Jun 30, 26 | +91 | 0.53% |
| Cresset Asset Management, LLC | 134.88K | Jun 30, 26 | +9.74K | 0.44% |
| CI Private Wealth, LLC | 132.06K | Jun 30, 26 | -7.66K | 0.43% |
| HighTower Advisors, LLC | 129.83K | Jun 30, 26 | -4.60K | 0.43% |
| UBS Group AG | 123.80K | Jun 30, 26 | -24.99K | 0.41% |
| Ballentine Partners, LLC | 115.44K | Jun 30, 26 | -57 | 0.38% |
| Innova Wealth Partners | 111.81K | Jun 30, 26 | +37.99K | 0.37% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 110.83K | Jun 30, 26 | -344 | 0.36% |
| AWM CAPITAL, LLC | 110.64K | Jun 30, 26 | -30.85K | 0.36% |
| US BANCORP \DE\ | 106.92K | Jun 30, 26 | -6.19K | 0.35% |
| CULLEN/FROST BANKERS, INC. | 106.21K | Jun 30, 26 | -6.89K | 0.35% |
| PNC FINANCIAL SERVICES GROUP, INC. | 98.88K | Jun 30, 26 | -7.16K | 0.32% |
| Equitable Holdings, Inc. | 94.68K | Jun 30, 26 | +26.50K | 0.31% |
| Garde Capital, Inc. | 88.74K | Jun 30, 26 | +841 | 0.29% |
| Ifrah Financial Services, Inc. | 88.70K | Jun 30, 26 | -1.06K | 0.29% |
| NORTHERN TRUST CORP | 86.38K | Jun 30, 26 | -73 | 0.28% |
| Asset Management Group, Inc. | 85.14K | Jun 30, 26 | -5.70K | 0.28% |
| AMERIPRISE FINANCIAL INC | 83.42K | Jun 30, 26 | -8.90K | 0.27% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 81.35K | Jun 30, 26 | -3.10K | 0.27% |
| NFP Retirement, Inc. | 76.90K | Jun 30, 26 | -1.88K | 0.25% |
| Baird Financial Group, Inc. | 69.44K | Jun 30, 26 | -3.38K | 0.23% |
| SOA Wealth Advisors, LLC. | 68.98K | Jun 30, 26 | +10.24K | 0.23% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 63.33K | Jun 30, 26 | +3.62K | 0.21% |
| Per Stirling Capital Management, LLC. | 62.05K | Jun 30, 26 | +1.12K | 0.20% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 59.42K | Jun 30, 26 | -4.30K | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 58.09K | Jun 30, 26 | +23 | 0.19% |
| Belpointe Asset Management LLC | 58.03K | Jun 30, 26 | -243 | 0.19% |
| Modern Wealth Management, LLC | 55.40K | Jun 30, 26 | -5.26K | 0.18% |
| FIDUCIARY TRUST CO | 49.30K | Jun 30, 26 | -5.94K | 0.16% |
| Beacon Pointe Advisors, LLC | 48.09K | Jun 30, 26 | -14.95K | 0.16% |
| GOLDMAN SACHS GROUP INC | 46.80K | Jun 30, 26 | +15.39K | 0.15% |
| MERCER GLOBAL ADVISORS INC /ADV | 44.59K | Jun 30, 26 | -19.34K | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.47K | Jun 30, 26 | +28.16K | 0.13% |
| D.A. DAVIDSON & CO. | 40.25K | Jun 30, 26 | +931 | 0.13% |
| Mine & Arao Wealth Creation & Management, LLC. | 40.25K | Jun 30, 26 | +106 | 0.13% |
| Koss-Olinger Consulting, LLC | 38.83K | Jun 30, 26 | -71.59K | 0.13% |
| Cassaday & Co Wealth Management LLC | 37.83K | Jun 30, 26 | -29 | 0.12% |
| HARBOR INVESTMENT ADVISORY, LLC | 37.49K | Jun 30, 26 | -1.26K | 0.12% |
| Parkside Financial Bank & Trust | 36.13K | Jun 30, 26 | +4.32K | 0.12% |
| Cornerstone Wealth Group, LLC | 35.84K | Jun 30, 26 | -4.96K | 0.12% |
| PW Nova Financial Services LLC | 35.13K | Jun 30, 26 | +43 | 0.12% |
| Bleakley Financial Group, LLC | 34.63K | Jun 30, 26 | +34.63K | 0.11% |
| CITADEL ADVISORS LLC | 32.63K | Jun 30, 26 | +12.63K | 0.11% |
| Frank, Rimerman Advisors LLC | 32.37K | Jun 30, 26 | -914 | 0.11% |
| Steward Partners Investment Advisory, LLC | 31.95K | Jun 30, 26 | +29.46K | 0.10% |
| Westside Investment Management, Inc. | 31.35K | Jun 30, 26 | +1.09K | 0.10% |
| CIBC Bancorp USA Inc. | 30.83K | Jun 30, 26 | -100 | 0.10% |
| Capital Analysts, LLC | 28.52K | Jun 30, 26 | -112 | 0.09% |
| KINGSWOOD WEALTH ADVISORS, LLC | 27.90K | Jun 30, 26 | -1.34K | 0.09% |
| Mutual Advisors, LLC | 27.86K | Jun 30, 26 | +1.44K | 0.09% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 27.70K | Jun 30, 26 | -- | 0.09% |
| Chicago Partners Investment Group LLC | 27.28K | Jun 30, 26 | +349 | 0.09% |
| Greykasell Wealth Strategies, Inc. | 26.84K | Jun 30, 26 | +4.40K | 0.09% |
| MML INVESTORS SERVICES, LLC | 26.34K | Jun 30, 26 | +3.24K | 0.09% |
| D. E. Shaw & Co., Inc. | 25.50K | Jun 30, 26 | +22.12K | 0.08% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 24.17K | Jun 30, 26 | -1.27K | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24.05K | Jun 30, 26 | +1.55K | 0.08% |
| SFAM, LLC | 23.85K | Jun 30, 26 | +3.06K | 0.08% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23.34K | Jun 30, 26 | -1.44K | 0.08% |
| Private Advisor Group, LLC | 22.59K | Jun 30, 26 | -4.80K | 0.07% |
| Capital Investment Advisors, LLC | 22.42K | Jun 30, 26 | -614 | 0.07% |
| jvl associates llc | 21.80K | Jun 30, 26 | -- | 0.07% |
| BAILARD, INC. | 21.59K | Jun 30, 26 | -- | 0.07% |
| Savant Capital, LLC | 21.35K | Jun 30, 26 | -- | 0.07% |
| CITIGROUP INC | 21.09K | Jun 30, 26 | -3 | 0.07% |
| McNaughton Wealth Management, LLC | 20.93K | Jun 30, 26 | -81 | 0.07% |
| Wealthspire Advisors, LLC | 20.63K | Jun 30, 26 | +10.08K | 0.07% |
| Arkadios Wealth Advisors | 20.32K | Jun 30, 26 | +52 | 0.07% |
| Janney Montgomery Scott LLC | 19.97K | Jun 30, 26 | -866 | 0.07% |
| Cerity Partners LLC | 19.75K | Jun 30, 26 | -2.13K | 0.06% |
| Financial Futures Ltd Liability Co. | 19.71K | Jun 30, 26 | -2.17K | 0.06% |
| Avidian Wealth Solutions, LLC | 19.07K | Jun 30, 26 | -260 | 0.06% |
| PEAPACK GLADSTONE FINANCIAL CORP | 18.78K | Jun 30, 26 | -20 | 0.06% |
| Rockefeller Capital Management L.P. | 18.48K | Jun 30, 26 | -3.46K | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 18.27K | Jun 30, 26 | +4.27K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 18.13K | Jun 30, 26 | +364 | 0.06% |
| Tower Research Capital LLC (TRC) | 17.14K | Jun 30, 26 | +2.20K | 0.06% |
| PCA Investment Advisory Services Inc. | 17.02K | Jun 30, 26 | +36 | 0.06% |
| Strata Wealth Advisors, LLC | 17.00K | Jun 30, 26 | -1.15K | 0.06% |
| NewEdge Advisors, LLC | 16.84K | Jun 30, 26 | +59 | 0.06% |
| Mount Yale Investment Advisors, LLC | 16.76K | Jun 30, 26 | -- | 0.05% |
| Spire Wealth Management | 16.31K | Jun 30, 26 | -- | 0.05% |
| HB Wealth Management, LLC | 16.09K | Jun 30, 26 | +544 | 0.05% |
| ARK & TLK INVESTMENTS, LLC | 15.85K | Jun 30, 26 | -- | 0.05% |
| Greenspring Advisors, LLC | 15.73K | Jun 30, 26 | -- | 0.05% |
| AE Wealth Management LLC | 15.61K | Jun 30, 26 | +11.10K | 0.05% |
| TRUST CO OF VIRGINIA /VA | 15.41K | Jun 30, 26 | -- | 0.05% |
| SONATA CAPITAL GROUP INC | 15.13K | Jun 30, 26 | -1.03K | 0.05% |
| Evanson Financial, LLC | 14.51K | Jun 30, 26 | +14.51K | 0.05% |
| Farther Finance Advisors, LLC | 14.41K | Jun 30, 26 | +89 | 0.05% |
| Audent Global Asset Management, LLC | 14.35K | Jun 30, 26 | +3.62K | 0.05% |
| Dakota Wealth Management | 14.24K | Jun 30, 26 | -1.87K | 0.05% |
| Sanctuary Advisors, LLC | 14.11K | Jun 30, 26 | +1.71K | 0.05% |
| SCS Capital Management LLC | 13.93K | Jun 30, 26 | -- | 0.05% |
| Whitegate Investment Counselors, Inc. | 13.82K | Jun 30, 26 | +1.00K | 0.05% |
| Meramec Financial Planners, LLC | 13.66K | Jun 30, 26 | +238 | 0.04% |
| TIAA TRUST, NATIONAL ASSOCIATION | 13.61K | Jun 30, 26 | -287 | 0.04% |
| Modera Wealth Management, LLC | 13.59K | Jun 30, 26 | -192 | 0.04% |
| Family Office Research LLC | 13.57K | Jun 30, 26 | +1.20K | 0.04% |
| James J. Burns & Company, LLC | 13.33K | Jun 30, 26 | -8 | 0.04% |
| VERITY Wealth Advisors | 13.32K | Jun 30, 26 | +40 | 0.04% |
| BTC Capital Management, Inc. | 13.31K | Jun 30, 26 | -- | 0.04% |
| Intergy Private Wealth, LLC | 12.47K | Jun 30, 26 | -- | 0.04% |
| J.W. COLE ADVISORS, INC. | 12.31K | Jun 30, 26 | +12.31K | 0.04% |
| STIFEL FINANCIAL CORP | 12.29K | Jun 30, 26 | +1.67K | 0.04% |
| White Lighthouse Investment Management Inc. | 12.08K | Jun 30, 26 | -3.36K | 0.04% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.42K | Jun 30, 26 | -- | 0.04% |
| DELTA CAPITAL MANAGEMENT LLC | 11.40K | Jun 30, 26 | -- | 0.04% |
| Fund Evaluation Group, LLC | 11.13K | Jun 30, 26 | -- | 0.04% |
| Ashton Thomas Private Wealth, LLC | 10.98K | Jun 30, 26 | -610 | 0.04% |
| White Knight Strategic Wealth Advisors, LLC | 10.85K | Jun 30, 26 | +1.46K | 0.04% |
| CITIZENS FINANCIAL GROUP INC/RI | 10.74K | Jun 30, 26 | +848 | 0.04% |
| Wealthcare Advisory Partners LLC | 10.49K | Jun 30, 26 | +717 | 0.03% |
| Integrated Advisors Network LLC | 10.24K | Jun 30, 26 | +239 | 0.03% |
| Sound Income Strategies, LLC | 9.89K | Jun 30, 26 | +2.56K | 0.03% |
| One Capital Management, LLC | 9.80K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 9.72K | Jun 30, 26 | +1.41K | 0.03% |
| CreativeOne Wealth, LLC | 9.56K | Jun 30, 26 | +157 | 0.03% |
| Glenview Trust Co | 9.32K | Jun 30, 26 | -- | 0.03% |
| JAMES INVESTMENT RESEARCH INC | 9.00K | Jun 30, 26 | -- | 0.03% |
| Vanguard National Trust Co | 9.00K | Jun 30, 26 | -- | 0.03% |
| MATHER GROUP, LLC. | 8.97K | Jun 30, 26 | -- | 0.03% |
| Affinity Capital Advisors, LLC | 8.90K | Jun 30, 26 | -- | 0.03% |
| Fairway Wealth LLC | 8.88K | Jun 30, 26 | +129 | 0.03% |
| MCF Advisors LLC | 8.60K | Jun 30, 26 | +8.60K | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 8.57K | Jun 30, 26 | -372 | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 8.48K | Jun 30, 26 | +8.48K | 0.03% |
| Capital Asset Advisory Services LLC | 8.48K | Jun 30, 26 | -94 | 0.03% |
| JANE STREET GROUP, LLC | 8.42K | Jun 30, 26 | +8.42K | 0.03% |
| Aptus Capital Advisors, LLC | 8.27K | Jun 30, 26 | -1 | 0.03% |
| FIFTH THIRD SECURITIES, INC. | 8.02K | Jun 30, 26 | +33 | 0.03% |
| SJS Investment Consulting Inc. | 8.00K | Jun 30, 26 | -653 | 0.03% |
| SIGMA INVESTMENT COUNSELORS INC | 7.81K | Jun 30, 26 | -140 | 0.03% |
| Prostatis Group LLC | 7.79K | Jun 30, 26 | -88 | 0.03% |
| Adirondack Capital Advisors, LLC | 7.72K | Jun 30, 26 | +140 | 0.03% |
| OLD NATIONAL BANCORP /IN/ | 7.54K | Jun 30, 26 | -49 | 0.02% |
| COMMERCE BANK | 7.54K | Jun 30, 26 | -13.87K | 0.02% |
| BANK OF STOCKTON | 7.37K | Jun 30, 26 | -1.52K | 0.02% |
| Sterling Investment Advisors, Ltd. | 7.21K | Jun 30, 26 | -- | 0.02% |
| HSBC HOLDINGS PLC | 7.18K | Jun 30, 26 | -- | 0.02% |
| Medallion Wealth Advisors, LLC | 7.18K | Jun 30, 26 | -131 | 0.02% |
| Range Financial Group LLC | 7.12K | Jun 30, 26 | -902 | 0.02% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7.10K | Jun 30, 26 | -1.58K | 0.02% |
| Diversify Advisory Services, LLC | 7.10K | Jun 30, 26 | +7.10K | 0.02% |
| Pitcairn Wealth Advisors LLC | 6.90K | Jun 30, 26 | -- | 0.02% |
| Oak Wealth Advisors LLC | 6.88K | Jun 30, 26 | -626 | 0.02% |
| FLOW TRADERS U.S. LLC | 6.85K | Jun 30, 26 | +6.85K | 0.02% |
| WATERS PARKERSON & CO., LLC | 6.85K | Jun 30, 26 | -1.61K | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 6.66K | Jun 30, 26 | +6.66K | 0.02% |
| Tolleson Wealth Management, Inc. | 6.58K | Jun 30, 26 | -54 | 0.02% |
| Perfromance Wealth Partners, LLC | 6.44K | Jun 30, 26 | +6.44K | 0.02% |
| Post Resch Tallon Group Inc. | 6.40K | Jun 30, 26 | +150 | 0.02% |
| American Wealth Advisors, LLC | 6.40K | Jun 30, 26 | -128 | 0.02% |
| American Investment Services, Inc. | 6.38K | Jun 30, 26 | -- | 0.02% |
| SNS Financial Group, LLC | 6.37K | Jun 30, 26 | +6.37K | 0.02% |
| SAPIENT CAPITAL LLC | 6.29K | Jun 30, 26 | -691 | 0.02% |
| GWN SECURITIES INC. | 6.28K | Jun 30, 26 | +579 | 0.02% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6.21K | Jun 30, 26 | +161 | 0.02% |
| JFS WEALTH ADVISORS, LLC | 6.12K | Jun 30, 26 | -- | 0.02% |
| Waldron Private Wealth LLC | 6.05K | Jun 30, 26 | -- | 0.02% |
| Mosley Wealth Management | 5.77K | Jun 30, 26 | -24.30K | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 5.73K | Jun 30, 26 | -- | 0.02% |
| EP Wealth Advisors, LLC | 5.70K | Jun 30, 26 | +361 | 0.02% |
| Texas Yale Capital Corp. | 5.60K | Jun 30, 26 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 5.59K | Jun 30, 26 | +1.10K | 0.02% |
| American Trust | 5.47K | Jun 30, 26 | -934 | 0.02% |
| Sequoia Financial Advisors, LLC | 5.40K | Jun 30, 26 | -22 | 0.02% |
| Steigerwald, Gordon & Koch Inc. | 5.33K | Jun 30, 26 | -405 | 0.02% |
| Pensionmark Financial Group, LLC | 4.96K | Jun 30, 26 | -- | 0.02% |
| CENTRAL TRUST Co | 4.95K | Jun 30, 26 | -- | 0.02% |
| NICOLET BANKSHARES INC | 4.94K | Jun 30, 26 | -- | 0.02% |
| MARSHALL WACE, LLP | 4.92K | Jun 30, 26 | +4.92K | 0.02% |
| Quantinno Capital Management LP | 4.89K | Jun 30, 26 | -166 | 0.02% |
| GLENMEDE TRUST CO NA | 4.85K | Jun 30, 26 | -- | 0.02% |
| XTX Topco Ltd | 4.84K | Jun 30, 26 | +4.84K | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 4.83K | Jun 30, 26 | -885 | 0.02% |
| Breakwater Capital Group | 4.81K | Jun 30, 26 | -170 | 0.02% |
| 1ST SOURCE BANK | 4.72K | Jun 30, 26 | -- | 0.02% |
| Bedminster, LLC | 4.69K | Jun 30, 26 | -- | 0.02% |
| Stratos Wealth Partners, LTD. | 4.67K | Jun 30, 26 | -3.60K | 0.02% |
| Amicus Financial Advisors, LLC | 4.61K | Jun 30, 26 | -41 | 0.02% |
| HOLDERNESS INVESTMENTS CO | 4.60K | Jun 30, 26 | -200 | 0.02% |
| TD PRIVATE CLIENT WEALTH LLC | 4.56K | Jun 30, 26 | -922 | 0.01% |
| Ellis Investment Partners, LLC | 4.52K | Jun 30, 26 | +9 | 0.01% |
| COZAD ASSET MANAGEMENT INC | 4.44K | Jun 30, 26 | -147 | 0.01% |
| Courage Miller Partners, LLC | 4.42K | Jun 30, 26 | -16 | 0.01% |
| Linscomb & Williams, Inc. | 4.41K | Jun 30, 26 | -- | 0.01% |
| Opulen Financial Group LLC | 4.38K | Jun 30, 26 | +16 | 0.01% |
| TITLEIST ASSET MANAGEMENT, LLC | 4.25K | Jun 30, 26 | -- | 0.01% |
| Atlantic Union Bankshares Corp | 4.24K | Jun 30, 26 | -390 | 0.01% |
| Jordan Park Group LLC | 4.14K | Jun 30, 26 | -- | 0.01% |
| Gradient Capital Advisors, LLC | 4.12K | Jun 30, 26 | -- | 0.01% |
| Waterloo Capital, L.P. | 4.12K | Jun 30, 26 | +4.12K | 0.01% |
| Sowell Financial Services LLC | 3.98K | Jun 30, 26 | +17 | 0.01% |
| GAINLINE FINANCIAL PARTNERS, LLC | 3.95K | Jun 30, 26 | +3.95K | 0.01% |
| Alvarez & Marsal Private Wealth Partners, LLC | 3.94K | Jun 30, 26 | +230 | 0.01% |
| Robertson Stephens Wealth Management, LLC | 3.92K | Jun 30, 26 | -- | 0.01% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 3.91K | Jun 30, 26 | -200 | 0.01% |
| Sage Capital Advisors,llc | 3.90K | Jun 30, 26 | +5 | 0.01% |
| Midwest Trust Co | 3.85K | Jun 30, 26 | -- | 0.01% |
| CHOREO, LLC | 3.85K | Jun 30, 26 | -176 | 0.01% |
| Ameritas Advisory Services, LLC | 3.82K | Jun 30, 26 | +3.82K | 0.01% |
| Clark Capital Management Group, Inc. | 3.82K | Jun 30, 26 | -- | 0.01% |
| Relyea Zuckerberg Hanson LLC | 3.80K | Jun 30, 26 | -- | 0.01% |
| High Net Worth Advisory Group LLC | 3.80K | Jun 30, 26 | -- | 0.01% |
| Glass Jacobson Investment Advisors llc | 3.77K | Jun 30, 26 | -- | 0.01% |
| Diversified Portfolios, Inc. | 3.73K | Jun 30, 26 | -140 | 0.01% |
| SRS Capital Advisors, Inc. | 3.73K | Jun 30, 26 | +278 | 0.01% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 3.72K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 3.67K | Jun 30, 26 | -- | 0.01% |
| Fortitude Advisory Group L.L.C. | 3.63K | Jun 30, 26 | -- | 0.01% |
| Merit Financial Group, LLC | 3.59K | Jun 30, 26 | +279 | 0.01% |
| Evercore Wealth Management, LLC | 3.40K | Jun 30, 26 | -- | 0.01% |
| North Star Investment Management Corp. | 3.40K | Jun 30, 26 | -- | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 3.40K | Jun 30, 26 | -- | 0.01% |
| CASTLE WEALTH MANAGEMENT LLC | 3.35K | Jun 30, 26 | -- | 0.01% |
| Good Harbor Advisors, Inc. | 3.31K | Jun 30, 26 | -- | 0.01% |
| Briggs Wealth Management, Inc | 3.30K | Jun 30, 26 | -- | 0.01% |
| Orin Green Financial, LLC | 3.28K | Jun 30, 26 | -- | 0.01% |
| Net Worth Advisory Group | 3.23K | Jun 30, 26 | +3.23K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 3.21K | Jun 30, 26 | +3.21K | 0.01% |
| Argent Advisors, Inc. | 3.20K | Jun 30, 26 | +3.20K | 0.01% |
| Westshore Wealth, LLC | 3.17K | Jun 30, 26 | -3.20K | 0.01% |
| Atria Investments, Inc | 3.17K | Jun 30, 26 | +3.17K | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.17K | Jun 30, 26 | +3.17K | 0.01% |
| Sixth Street Partners Management Company, L.P. | 3.17K | Jun 30, 26 | +3.17K | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.12K | Jun 30, 26 | +3.12K | 0.01% |
| Klingman & Associates, LLC | 3.12K | Jun 30, 26 | +3.12K | 0.01% |
| Bison Wealth, LLC | 3.12K | Jun 30, 26 | +1 | 0.01% |
| Note Advisors, LLC | 3.08K | Jun 30, 26 | -573 | 0.01% |
| Arbor Investment Advisors, LLC | 3.07K | Jun 30, 26 | +3.07K | 0.01% |
| GILPIN WEALTH MANAGEMENT, LLC | 3.07K | Jun 30, 26 | -70 | 0.01% |
| CAHILL FINANCIAL ADVISORS INC | 3.05K | Jun 30, 26 | +3.05K | 0.01% |
| Partners in Financial Planning | 3.05K | Jun 30, 26 | +3.05K | 0.01% |
| BLAIR WILLIAM & CO/IL | 3.03K | Jun 30, 26 | -15.76K | 0.01% |
| IHT Wealth Management, LLC | 3.02K | Jun 30, 26 | -23.93K | 0.01% |
| Transcendent Capital Group LLC | 3.00K | Jun 30, 26 | +3.00K | 0.01% |
| Global Retirement Partners, LLC | 2.87K | Jun 30, 26 | +2.87K | 0.01% |
| Geneos Wealth Management Inc. | 2.83K | Jun 30, 26 | -- | 0.01% |
| Private Wealth Management Group, LLC | 2.77K | Jun 30, 26 | -- | 0.01% |
| Physician Wealth Advisors, Inc. | 2.73K | Jun 30, 26 | -115 | 0.01% |
| IMG Wealth Management, Inc. | 2.50K | Jun 30, 26 | -- | 0.01% |
| Parallel Advisors, LLC | 2.50K | Jun 30, 26 | +353 | 0.01% |
| Continuum Advisory, LLC | 2.37K | Jun 30, 26 | +2.37K | 0.01% |
| NBC SECURITIES, INC. | 2.20K | Jun 30, 26 | +30 | 0.01% |
| Capital Advisors, Ltd. LLC | 2.06K | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.01K | Jun 30, 26 | -1.17K | 0.01% |
| FRANKLIN RESOURCES INC | 2.00K | Jun 30, 26 | -500 | 0.01% |
| Strategic Wealth Advisors LLC | 1.83K | Jun 30, 26 | -- | 0.01% |
| Moisand Fitzgerald Tamayo, LLC | 1.80K | Jun 30, 26 | -- | 0.01% |
| Johnson Financial Group, Inc. | 1.74K | Jun 30, 26 | -- | 0.01% |
| S.A. Mason LLC | 1.66K | Jun 30, 26 | -- | 0.01% |
| ORG Wealth Partners, LLC | 1.64K | Jun 30, 26 | -- | 0.01% |
| N.E.W. Advisory Services LLC | 1.59K | Jun 30, 26 | -- | 0.01% |
| Cordant, Inc. | 1.55K | Jun 30, 26 | -- | 0.01% |
| DT Investment Partners, LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 1.50K | Jun 30, 26 | -1.00K | 0.00% |
| AdvisorNet Financial, Inc | 1.46K | Jun 30, 26 | -380 | 0.00% |
| BlackRock, Inc. | 1.45K | Jun 30, 26 | -402 | 0.00% |
| Biltmore Family Office, LLC | 1.40K | Jun 30, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 1.40K | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 1.36K | Jun 30, 26 | +2 | 0.00% |
| NBT BANK N A /NY | 1.33K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.28K | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 1.23K | Jun 30, 26 | -- | 0.00% |
| NORTHSTAR ASSET MANAGEMENT LLC | 1.20K | Jun 30, 26 | +1.20K | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.19K | Jun 30, 26 | +1 | 0.00% |
| Cornerstone Planning Group LLC | 1.16K | Jun 30, 26 | +6 | 0.00% |
| Bank of New Hampshire | 1.15K | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 1.10K | Jun 30, 26 | +6 | 0.00% |
| Larson Financial Group LLC | 1.08K | Jun 30, 26 | -290 | 0.00% |
| WHITTIER TRUST CO | 1.05K | Jun 30, 26 | -- | 0.00% |
| Manchester Capital Management LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| JDM Financial Group LLC | 980 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 850 | Jun 30, 26 | +850 | 0.00% |
| Allspring Global Investments Holdings, LLC | 765 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 745 | Jun 30, 26 | -738 | 0.00% |
| Avion Wealth | 740 | Jun 30, 26 | -- | 0.00% |
| Breakwater Investment Management | 570 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 568 | Jun 30, 26 | -16 | 0.00% |
| IFP Advisors, Inc | 558 | Jun 30, 26 | -37 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 540 | Jun 30, 26 | +3 | 0.00% |
| Millstone Evans Group, LLC | 520 | Jun 30, 26 | -- | 0.00% |
| CNB Bank | 500 | Jun 30, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 475 | Jun 30, 26 | +3 | 0.00% |
| HM PAYSON & CO | 450 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 407 | Jun 30, 26 | +2 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 405 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 399 | Jun 30, 26 | -- | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 359 | Jun 30, 26 | +2 | 0.00% |
| TOMPKINS FINANCIAL CORP | 359 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 352 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 335 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 330 | Jun 30, 26 | -- | 0.00% |
| Waverly Advisors, LLC | 322 | Jun 30, 26 | -- | 0.00% |
| COHEN & STEERS, INC. | 318 | Jun 30, 26 | -527 | 0.00% |
| Redwood Park Advisors LLC | 315 | Jun 30, 26 | +1 | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 310 | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 300 | Jun 30, 26 | -- | 0.00% |
| Piscataqua Savings Bank | 300 | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 298 | Jun 30, 26 | +2 | 0.00% |
| AMERIFLEX GROUP, INC. | 298 | Jun 30, 26 | -33 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 290 | Jun 30, 26 | -- | 0.00% |
| First Bancorp, Inc /ME/ | 272 | Jun 30, 26 | +272 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 270 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 260 | Jun 30, 26 | -72 | 0.00% |
| GAMMA Investing LLC | 246 | Jun 30, 26 | -- | 0.00% |
| MOTCO | 245 | Jun 30, 26 | -- | 0.00% |
| Bullock Wealth Management Group | 232 | Jun 30, 26 | -- | 0.00% |
| Hamilton Point Investment Advisors, LLC | 220 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 213 | Jun 30, 26 | +213 | 0.00% |
| TD Capital Management LLC | 204 | Jun 30, 26 | +1 | 0.00% |
| Napier Financial, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Curat Global, LLC | 192 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 189 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 182 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 166 | Jun 30, 26 | +74 | 0.00% |
| Morling Financial Advisors, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 144 | Jun 30, 26 | +1 | 0.00% |
| Russell Investments Group, Ltd. | 133 | Jun 30, 26 | -1.14K | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 132 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 130 | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 114 | Jun 30, 26 | -- | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 102 | Jun 30, 26 | -- | 0.00% |
| PINNEY & SCOFIELD, INC. | 78 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 73 | Jun 30, 26 | +73 | 0.00% |
| Investors Research Corp | 73 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 72 | Jun 30, 26 | +72 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 64 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 52 | Jun 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 50 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 50 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Sankala Group LLC | 29 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 28 | Jun 30, 26 | +28 | 0.00% |
| Strive Financial Group ,LLC | 26 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 21 | Jun 30, 26 | +21 | 0.00% |
| BROADWATER CAPITAL MANAGEMENT LLC | 20 | Jun 30, 26 | -- | 0.00% |
| CHELSEA COUNSEL CO | 16 | Jun 30, 26 | -- | 0.00% |
| Global Trust Asset Management, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 3 | Jun 30, 26 | +3 | 0.00% |
| Nemes Rush Group LLC | 2 | Jun 30, 26 | -600 | 0.00% |
| Frazier Financial Advisors, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -918 | -- |
| PROATHLETE WEALTH MANAGEMENT LLC | -- | Jun 30, 26 | -78 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -8.33K | -- |
| Clayton Financial Group LLC | -- | Jun 30, 26 | -491 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -230.42K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -228 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -191 | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -2 | -- |
| NVWM, LLC | -- | Jun 30, 26 | -3.51K | -- |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | -- | Jun 30, 26 | -5.12K | -- |
| Dorsey Wright & Associates | -- | Jun 30, 26 | -10.44K | -- |
| Fort Sheridan Advisors LLC | -- | Jun 30, 26 | -4.23K | -- |
| Crews Bank & Trust | -- | Jun 30, 26 | -186 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Jun 30, 26 | -36.77K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -696 | -- |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -71 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.45K | -- |
| BRYN MAWR TRUST Co | -- | Jun 30, 26 | -100 | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -1.42K | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -184 | -- |
| Trust Co | -- | Jun 30, 26 | -1.47K | -- |
| CWM, LLC | 125.74K | Mar 31, 26 | +14.77K | 0.41% |
| Evanson Asset Management, LLC | 14.59K | Mar 31, 26 | -169 | 0.05% |
| Capital Planning Advisors, LLC | 13.12K | Mar 31, 26 | -- | 0.04% |
| Horizons Wealth Management | 12.07K | Mar 31, 26 | -1.90K | 0.04% |
| Sunbelt Securities, Inc. | 4.29K | Mar 31, 26 | -- | 0.01% |
| McIlrath & Eck, LLC | 180 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 37.22K | Dec 31, 25 | -1.44K | 0.12% |
| CIBC Private Wealth Group, LLC | 31.13K | Dec 31, 25 | -- | 0.10% |
| VANGUARD GROUP INC | 9.00K | Dec 31, 25 | -- | 0.03% |
| Cadence Bank | 4.00K | Dec 31, 25 | -- | 0.01% |
| Running Point Capital Advisors, LLC | 427 | Dec 31, 25 | -- | 0.00% |
| MGB Wealth Management, LLC | 115 | Dec 31, 25 | +1 | 0.00% |
| FIRST NATIONAL CORP /MA/ /ADV | 38.37K | Sep 30, 25 | +3.70K | 0.13% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 15.56K | Sep 30, 25 | -- | 0.05% |
| Wealthstream Advisors, Inc. | 15.53K | Sep 30, 25 | -- | 0.05% |
| Fortress Wealth Management, Inc. | 14.53K | Sep 30, 25 | -1.03K | 0.05% |
| Glenmede Investment Management, LP | 7.66K | Sep 30, 25 | -- | 0.03% |
| Promus Capital, LLC | 322 | Sep 30, 25 | +322 | 0.00% |
| AllSquare Wealth Management LLC | 200 | Sep 30, 25 | +1 | 0.00% |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -386 | -- |
| PITCAIRN CO | -- | Sep 30, 25 | -6.90K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 94.84K | Jun 30, 25 | +1.81K | 0.31% |
| Family Firm, Inc. | 79.46K | Jun 30, 25 | +134 | 0.26% |
| Atria Wealth Solutions, Inc. | 46.10K | Jun 30, 25 | -30.64K | 0.15% |
| Elios Financial Group Inc. | 34.86K | Jun 30, 25 | +943 | 0.11% |
| Congress Wealth Management LLC / DE / | 9.48K | Jun 30, 25 | -- | 0.03% |
| Wambolt & Associates, LLC | 7.43K | Jun 30, 25 | -3.44K | 0.02% |
| First Horizon Advisors, Inc. | 645 | Jun 30, 25 | -97 | 0.00% |
| Centricity Wealth Management, LLC | 88 | Jun 30, 25 | -- | 0.00% |
| Bremer Bank National Association | 7.28K | Mar 31, 25 | +730 | 0.02% |
| Sandy Spring Bank | 4.68K | Mar 31, 25 | -1.13K | 0.02% |
| LAKE STREET ADVISORS GROUP, LLC | 25.99K | Dec 31, 24 | -- | 0.09% |
| Tallon Kerry Patrick | 5.04K | Dec 31, 24 | +5.04K | 0.02% |
| WR Wealth Planners, LLC | 200 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 492.55K | Sep 30, 24 | +26.38K | 1.61% |
| GYL FINANCIAL SYNERGIES, LLC | 110.61K | Sep 30, 24 | -301 | 0.36% |
| RAYMOND JAMES & ASSOCIATES | 26.71K | Sep 30, 24 | +4.29K | 0.09% |
| RAYMOND JAMES TRUST N.A. | 7.09K | Sep 30, 24 | -- | 0.02% |
| BBJS FINANCIAL ADVISORS, LLC | 430 | Sep 30, 24 | -- | 0.00% |
| Annapolis Financial Services, LLC | 268 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 1.53M | Jun 30, 24 | +56.80K | 5.01% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 26.88K | Jun 30, 24 | -1.36K | 0.09% |
| Regis Management CO LLC | 21.00K | Jun 30, 24 | -- | 0.07% |
| Private Ocean, LLC | 6.92K | Jun 30, 24 | -- | 0.02% |
| JANICZEK WEALTH MANAGEMENT, LLC | 2.78K | Jun 30, 24 | -- | 0.01% |
| Cetera Advisor Networks LLC | 136.88K | Mar 31, 24 | +2.66K | 0.45% |
| Cetera Advisors LLC | 26.69K | Mar 31, 24 | +3.10K | 0.09% |
| CAMBRIDGE TRUST CO | 150 | Mar 31, 24 | -25 | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -100 | -- |
| EUDAIMONIA ADVISORS LLC | -- | Mar 31, 24 | -14.40K | -- |
| Eudaimonia Partners, LLC | -- | Mar 31, 24 | -12.22K | -- |
| Bridgeworth, LLC | 21.76K | Dec 31, 23 | -48 | 0.07% |
| Bartlett & Co. LLC | 1.20K | Dec 31, 23 | -100 | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 244.52K | Sep 30, 23 | +244.52K | 0.80% |
| Sutton Wealth Advisors Inc. | 93.15K | Sep 30, 23 | +3.87K | 0.31% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 30.70K | Sep 30, 23 | -3.53K | 0.10% |
| BRIGGS ADVISORY GROUP, INC. | 19.97K | Sep 30, 23 | -- | 0.07% |
| COMERICA SECURITIES,INC. | 8.41K | Sep 30, 23 | -465 | 0.03% |
| Veritable, L.P. | 245.08K | Jun 30, 23 | +2.48K | 0.80% |
| TIAA, FSB | 202.46K | Jun 30, 23 | -46.33K | 0.66% |
| Ten Capital Wealth Advisors, LLC | 6.34K | Jun 30, 23 | -472 | 0.02% |
| Kalos Management, Inc. | 300 | Jun 30, 23 | -176 | 0.00% |
| BDO Wealth Advisors, LLC | 40 | Jun 30, 23 | -- | 0.00% |
| Stone Asset Management Inc. | 34.03K | Mar 31, 23 | -69.12K | 0.11% |
| True Capital Management | 5.14K | Mar 31, 23 | -77 | 0.02% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 4.72K | Dec 31, 22 | -200 | 0.02% |
| BANK OF THE WEST | 4.71K | Dec 31, 22 | -900 | 0.02% |
| Capital Directions Investment Advisors, LLC | 387 | Dec 31, 22 | +387 | 0.00% |
| Burleson & Company, LLC | 244 | Dec 31, 22 | -- | 0.00% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -800 | -- |
| MUFG Americas Holdings Corp | 169.76K | Sep 30, 22 | -1.89K | 0.56% |
| EATON VANCE MANAGEMENT | 121.10K | Sep 30, 22 | +1.35K | 0.40% |
| McCutchen Group LLC | 26.07K | Sep 30, 22 | -- | 0.09% |
| SP Asset Management | 14.13K | Sep 30, 22 | +2.27K | 0.05% |
| American Portfolios Advisors | 1.86K | Sep 30, 22 | +1 | 0.01% |
| Strategic Asset Management, LLC | 536 | Sep 30, 22 | -- | 0.00% |
| KARLINSKI ANDREW C | -- | Sep 30, 22 | -184 | -- |
| Covington Capital Management | -- | Sep 30, 22 | -43 | -- |
| CADENCE BANK NA | -- | Sep 30, 22 | -4.00K | -- |
| Emerson Wealth, LLC | 22.18K | Jun 30, 22 | +147 | 0.07% |
| Frontier Wealth Management LLC | 2.85K | Jun 30, 22 | -- | 0.01% |
| HC FINANCIAL ADVISORS INC | 2.53K | Jun 30, 22 | +464 | 0.01% |
| Enterprise Trust & Investment Co | 400 | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | 28 | Jun 30, 22 | -- | 0.00% |
| PALLADIUM PARTNERS LLC | 19.47K | Mar 31, 22 | -325 | 0.06% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4.43K | Mar 31, 22 | +4.43K | 0.01% |
| Permit Capital Advisors, LLC | 1.63K | Mar 31, 22 | +1.63K | 0.01% |
| Freedman Financial Associates, Inc. | 340 | Mar 31, 22 | -- | 0.00% |
| FundX Investment Group, LLC | 20.52K | Dec 31, 21 | +20.52K | 0.07% |
| NEXT Financial Group, Inc | 14.30K | Dec 31, 21 | -25 | 0.05% |
| HawsGoodwin Investment Management LLC | 682 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -29 | -- |
| BBVA USA | 41.97K | Sep 30, 21 | -8.29K | 0.14% |
| Homrich & Berg | 4.64K | Sep 30, 21 | -72 | 0.02% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4.54K | Sep 30, 21 | -249 | 0.01% |
| Ameritas Investment Company, LLC | 3.55K | Sep 30, 21 | +2.84K | 0.01% |
| SECURITY NATIONAL TRUST CO | 3.00K | Sep 30, 21 | -- | 0.01% |
| USCA RIA LLC | 10.44K | Jun 30, 21 | -5.50K | 0.03% |
| BBVA USA Bancshares, Inc. | 41.03K | Mar 31, 21 | -1.41K | 0.13% |
| Reby Advisors, LLC | 42.32K | Dec 31, 20 | +42.32K | 0.14% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 31.46K | Dec 31, 20 | +16.98K | 0.10% |
| Winslow, Evans & Crocker, Inc. | 790 | Dec 31, 20 | +670 | 0.00% |
| Partnervest Advisory Services LLC | 8.17K | Sep 30, 20 | -314 | 0.03% |
| First Allied Advisory Services, Inc. | 3.45K | Sep 30, 20 | -365 | 0.01% |
| LifePlan Financial Group, Inc | 912 | Sep 30, 20 | +4 | 0.00% |
| Independence Advisors, LLC | 747 | Sep 30, 20 | +1 | 0.00% |
| Osborn Williams & Donohoe LLC | 18.73K | Mar 31, 20 | -131 | 0.06% |
| Squar Milner Financial Services LLC | 300 | Mar 31, 20 | -- | 0.00% |
| JOYN Advisors, Inc. | -- | Mar 31, 20 | -1.74K | -- |
| Advisor Group, Inc. | 24.95K | Dec 31, 19 | -8.71K | 0.08% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 21.88K | Dec 31, 19 | +1.97K | 0.07% |
| Landmark Bank | 2.00K | Dec 31, 19 | -694 | 0.01% |
| Guidant Wealth Advisors | 11.09K | Sep 30, 19 | -148 | 0.04% |
| BB&T SECURITIES, LLC | 5.53K | Sep 30, 19 | -60 | 0.02% |
| SUNTRUST BANKS INC | 3.92K | Sep 30, 19 | +400 | 0.01% |
| HL FINANCIAL SERVICES LLC | 35.90K | Mar 31, 19 | -208 | 0.12% |
| NEXT Financial Holdings | 1.16K | Mar 31, 19 | +1.16K | 0.00% |
| Ceros Financial Services Inc. | 1.11K | Mar 31, 19 | +1.11K | 0.00% |
| BREMER TRUST NATIONAL ASSOCIATION | 4.50K | Dec 31, 18 | +2.18K | 0.01% |
| COMERICA SECURITIES INC | 2.18K | Dec 31, 18 | -124 | 0.01% |
| Clarfeld Financial Advisors, LLC | 1.50K | Dec 31, 18 | +1.50K | 0.00% |
| Mosaic Financial Partners, Inc. | 5.79K | Jun 30, 18 | -- | 0.02% |
| SII INVESTMENTS INC/WI | 135.70K | Dec 31, 17 | -53.13K | 0.44% |
| MILLIE CAPITAL MANAGEMENT, LLC | 2.02K | Dec 31, 17 | -- | 0.01% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -5.77K | -- |
| Yellowstone Partners, LLC | -- | Dec 31, 17 | -3.10K | -- |
| RAY GERALD L & ASSOCIATES LTD | 18.64K | Sep 30, 17 | -471 | 0.06% |
| ROBERTSON STEPHENS ADVISORS LLC | 16.61K | Sep 30, 17 | -3.01K | 0.05% |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 2.14K | Sep 30, 17 | -130 | 0.01% |
| Commonwealth Equity Services, Inc | 84.85K | Jun 30, 17 | -7.20K | 0.28% |
| 1st Global Advisors, Inc. | 66.69K | Jun 30, 17 | +3 | 0.22% |
| Windsor Financial Group, LLC | 16.25K | Jun 30, 17 | -83 | 0.05% |
| ABERDEEN ASSET MANAGEMENT PLC/UK | 15.42K | Jun 30, 17 | -1.08K | 0.05% |
| Virtu KCG Holdings LLC | 11.54K | Jun 30, 17 | +8.17K | 0.04% |
| WFG Advisors, LP | 432 | Jun 30, 17 | +14 | 0.00% |
| Independent Portfolio Consultants, Inc. | 10 | Jun 30, 17 | -4 | 0.00% |
| TIAA CREF TRUST CO FSB/MO | 425.16K | Mar 31, 17 | +23.96K | 1.39% |
| Kernodle & Katon Asset Management Group, LLC | 75 | Mar 31, 17 | +75 | 0.00% |
| BlackRock Fund Advisors | 5.53M | Dec 31, 16 | -3.30M | 18.14% |
| BlackRock Institutional Trust Company, N.A. | 163.42K | Dec 31, 16 | -55.66K | 0.54% |
| BlackRock Investment Management, LLC | 119.94K | Dec 31, 16 | -689 | 0.39% |
| MSI Financial Services Inc | 16.37K | Dec 31, 16 | +3.25K | 0.05% |
| Aft, Forsyth & Sober, LLC | 7.50K | Dec 31, 16 | -- | 0.02% |
| KANALY TRUST CO | 4.10K | Dec 31, 16 | +769 | 0.01% |
| INTEGRATED WEALTH COUNSEL, LLC | 1.00K | Dec 31, 16 | -- | 0.00% |
| Stanford Investment Group, Inc. | 65 | Dec 31, 16 | -- | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -6.39K | -- |
| WESTPORT RESOURCES MANAGEMENT INC | 122 | Sep 30, 16 | -- | 0.00% |
| VSR Financial Services, Inc. | 2.00K | Jun 30, 16 | -3.92K | 0.01% |
| Gupta Wealth Management LLC | 126 | Mar 31, 16 | -- | 0.00% |
| SIMMONS FIRST TRUST CO NA | 5.16K | Dec 31, 15 | -- | 0.02% |
| ATHERTON LANE ADVISERS, LLC | 3.06K | Dec 31, 15 | -185 | 0.01% |
| Pinnacle Summer Investments, Inc. | 26 | Dec 31, 15 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 6.71K | Jun 30, 15 | +2.99K | 0.02% |
| FolioMetrix LLC | -- | Jun 30, 15 | -36.27K | -- |
| STANCORP INVESTMENT ADVISERS INC | 15.63K | Mar 31, 15 | +623 | 0.05% |
| Bank of Kentucky, Inc. | 1.65K | Mar 31, 15 | +1.65K | 0.01% |
| BOSTON PRIVATE BANK & TRUST CO | 864 | Mar 31, 15 | -- | 0.00% |
| HABERER REGISTERED INVESTMENT ADVISOR INC | 58 | Mar 31, 15 | -- | 0.00% |
| Placemark Investments, Inc. | 28.86K | Dec 31, 14 | -9.69K | 0.09% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.59K | Dec 31, 14 | +293 | 0.01% |
| SHAPIRO ROBERT N | 3.51K | Dec 31, 14 | -- | 0.01% |
| UBS AG | 448.19K | Sep 30, 14 | +22.56K | 1.47% |
| Cobble Hill Financial Services, INC | 3.27K | Sep 30, 14 | -1.30K | 0.01% |
| COMMUNITY BANK SYSTEM, INC. | 110 | Sep 30, 14 | -- | 0.00% |
| WILMINGTON TRUST CO | 259.88K | Jun 30, 14 | -437 | 0.85% |
| Wilmington Trust, National Association | 219.13K | Jun 30, 14 | +1.44K | 0.72% |
| Wilmington Funds Management Corp | 16.63K | Jun 30, 14 | -- | 0.05% |
| Wilmington Trust Investment Management, LLC | 12.54K | Jun 30, 14 | +87 | 0.04% |
| Jane Street Holding, LLC | 4.35K | Dec 31, 13 | +4.35K | 0.01% |
| Compass Efficient Model Portfolios, LLC | 539 | Dec 31, 13 | +2 | 0.00% |
| STIFEL NICOLAUS & CO INC \MO\ | 15.84K | Sep 30, 13 | -10.95K | 0.05% |
| Signator Financial Services, Inc. | 3.21K | Sep 30, 13 | +582 | 0.01% |
| KNIGHT CAPITAL GROUP LLC | 3.17K | Jun 30, 13 | -3.15K | 0.01% |
| First Allied Securities, Inc. | 2.27K | Jun 30, 12 | +50 | 0.01% |
| MERRIMAN, LLC | 22.35K | Sep 30, 11 | +126 | 0.07% |
| abrdn Inc. | 41.35K | Dec 31, 10 | +41.35K | 0.14% |
| NOLLENBERGER CAPITAL PARTNERS INC | 5.71K | Dec 31, 10 | -18 | 0.02% |
| RBC cees Trustee LTD | 960 | Sep 30, 09 | -- | 0.00% |
| RBC Dominion Securities Inc. | 39 | Dec 31, 08 | -- | 0.00% |
| CIBC Private Wealth Advisors, Inc. | 3.46K | Sep 30, 03 | -1.40K | 0.01% |