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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Destination Wealth Management | 605.04K | Jun 30, 26 | -1.21K | 4.65% |
| MORGAN STANLEY | 580.33K | Jun 30, 26 | -9.28K | 4.46% |
| BANK OF AMERICA CORP /DE/ | 531.95K | Jun 30, 26 | +11.92K | 4.09% |
| LPL Financial LLC | 401.56K | Jun 30, 26 | +32.35K | 3.09% |
| ROYAL BANK OF CANADA | 203.31K | Jun 30, 26 | +53.91K | 1.56% |
| Steward Partners Investment Advisory, LLC | 173.88K | Jun 30, 26 | -250.83K | 1.34% |
| WELLS FARGO & COMPANY/MN | 171.78K | Jun 30, 26 | -20.23K | 1.32% |
| RAYMOND JAMES FINANCIAL INC | 127.59K | Jun 30, 26 | -15.16K | 0.98% |
| LBMC INVESTMENT ADVISORS, LLC | 107.36K | Jun 30, 26 | +470 | 0.83% |
| Cetera Investment Advisers | 102.59K | Jun 30, 26 | +34.42K | 0.79% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96.38K | Jun 30, 26 | +66.21K | 0.74% |
| ENVESTNET ASSET MANAGEMENT INC | 95.06K | Jun 30, 26 | -4.90K | 0.73% |
| AMERIPRISE FINANCIAL INC | 88.18K | Jun 30, 26 | -7.89K | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 86.38K | Jun 30, 26 | +13.51K | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 85.92K | Jun 30, 26 | -13.38K | 0.66% |
| ARRIEN INVESTMENTS, INC. | 70.48K | Jun 30, 26 | +1.42K | 0.54% |
| Sovran Advisors, LLC | 65.72K | Jun 30, 26 | +45.97K | 0.51% |
| PGIM Custom Harvest LLC | 64.16K | Jun 30, 26 | -372.18K | 0.49% |
| GOLDMAN SACHS GROUP INC | 58.26K | Jun 30, 26 | -4.03K | 0.45% |
| TRUIST FINANCIAL CORP | 54.03K | Jun 30, 26 | -9.37K | 0.42% |
| UBS Group AG | 52.70K | Jun 30, 26 | +43 | 0.41% |
| FIRST NATIONAL BANK OF OMAHA | 52.62K | Jun 30, 26 | +3.87K | 0.40% |
| FORTE ASSET MANAGEMENT LLC | 52.43K | Jun 30, 26 | -16.74K | 0.40% |
| MML INVESTORS SERVICES, LLC | 50.06K | Jun 30, 26 | +6.38K | 0.39% |
| JONES FINANCIAL COMPANIES LLLP | 48.30K | Jun 30, 26 | +3.25K | 0.37% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 45.06K | Jun 30, 26 | +832 | 0.35% |
| Cambridge Investment Research Advisors, Inc. | 44.65K | Jun 30, 26 | -1.14K | 0.34% |
| Sanctuary Advisors, LLC | 35.81K | Jun 30, 26 | -497 | 0.28% |
| Prospera Financial Services Inc | 34.64K | Jun 30, 26 | +316 | 0.27% |
| PRUDENTIAL PLC | 32.90K | Jun 30, 26 | +32.90K | 0.25% |
| JPMORGAN CHASE & CO | 32.86K | Jun 30, 26 | +9.17K | 0.25% |
| CROBAN | 32.55K | Jun 30, 26 | +896 | 0.25% |
| Quadrature Capital Ltd | 31.29K | Jun 30, 26 | +31.29K | 0.24% |
| Equitable Holdings, Inc. | 30.88K | Jun 30, 26 | -1.50K | 0.24% |
| J.W. COLE ADVISORS, INC. | 28.49K | Jun 30, 26 | +28.49K | 0.22% |
| XTX Topco Ltd | 28.08K | Jun 30, 26 | +28.08K | 0.22% |
| STEPHENS INC /AR/ | 24.13K | Jun 30, 26 | +947 | 0.19% |
| Arete Wealth Advisors, LLC | 23.58K | Jun 30, 26 | -36.52K | 0.18% |
| STIFEL FINANCIAL CORP | 23.02K | Jun 30, 26 | +1.05K | 0.18% |
| Private Advisor Group, LLC | 22.89K | Jun 30, 26 | -5.62K | 0.18% |
| D. E. Shaw & Co., Inc. | 21.83K | Jun 30, 26 | +21.83K | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 21.04K | Jun 30, 26 | -1.51K | 0.16% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 20.99K | Jun 30, 26 | +6 | 0.16% |
| CITADEL ADVISORS LLC | 20.77K | Jun 30, 26 | +18.62K | 0.16% |
| CI Private Wealth, LLC | 20.21K | Jun 30, 26 | -892 | 0.16% |
| HUNTINGTON NATIONAL BANK | 19.64K | Jun 30, 26 | -2.60K | 0.15% |
| Wealthstar Advisors, LLC | 19.00K | Jun 30, 26 | -272 | 0.15% |
| BOS Asset Management, LLC | 18.10K | Jun 30, 26 | +132 | 0.14% |
| Waverly Advisors, LLC | 18.04K | Jun 30, 26 | +240 | 0.14% |
| Cerity Partners LLC | 17.96K | Jun 30, 26 | +2.57K | 0.14% |
| EVERETT HARRIS & CO /CA/ | 17.93K | Jun 30, 26 | -105 | 0.14% |
| HARBOUR INVESTMENTS, INC. | 17.91K | Jun 30, 26 | +900 | 0.14% |
| Beacon Pointe Advisors, LLC | 17.05K | Jun 30, 26 | -1.93K | 0.13% |
| First Citizens Financial Corp | 16.79K | Jun 30, 26 | -20 | 0.13% |
| D.A. DAVIDSON & CO. | 16.28K | Jun 30, 26 | +87 | 0.13% |
| Tower Research Capital LLC (TRC) | 16.21K | Jun 30, 26 | +16.20K | 0.12% |
| WealthCare Investment Partners, LLC | 15.46K | Jun 30, 26 | +1.86K | 0.12% |
| HighTower Advisors, LLC | 14.22K | Jun 30, 26 | +235 | 0.11% |
| FIFTH THIRD BANCORP | 13.81K | Jun 30, 26 | +3.05K | 0.11% |
| Essex LLC | 13.54K | Jun 30, 26 | -324 | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.43K | Jun 30, 26 | +1.83K | 0.10% |
| BANK OF MONTREAL /CAN/ | 13.18K | Jun 30, 26 | +1.54K | 0.10% |
| SRS Capital Advisors, Inc. | 13.16K | Jun 30, 26 | +9.98K | 0.10% |
| Zurich Insurance Group Ltd/FI | 12.96K | Jun 30, 26 | -- | 0.10% |
| FIFTH THIRD SECURITIES, INC. | 11.83K | Jun 30, 26 | +281 | 0.09% |
| Stratos Wealth Partners, LTD. | 11.80K | Jun 30, 26 | +94 | 0.09% |
| Geneos Wealth Management Inc. | 11.77K | Jun 30, 26 | -1.42K | 0.09% |
| HOLDERNESS INVESTMENTS CO | 10.39K | Jun 30, 26 | -2.60K | 0.08% |
| FMR LLC | 10.22K | Jun 30, 26 | +2.00K | 0.08% |
| Quantinno Capital Management LP | 9.04K | Jun 30, 26 | +247 | 0.07% |
| Sigma Planning Corp | 8.47K | Jun 30, 26 | -371 | 0.07% |
| Kestra Advisory Services, LLC | 8.30K | Jun 30, 26 | -332 | 0.06% |
| FRANKLIN RESOURCES INC | 8.28K | Jun 30, 26 | -- | 0.06% |
| Wealth Management Associates, Inc. | 8.15K | Jun 30, 26 | +156 | 0.06% |
| Westerkirk Capital Inc. | 8.06K | Jun 30, 26 | +2.61K | 0.06% |
| TD Waterhouse Canada Inc. | 8.05K | Jun 30, 26 | +4.90K | 0.06% |
| Arkadios Wealth Advisors | 7.98K | Jun 30, 26 | -580 | 0.06% |
| FORVIS Wealth Advisors, LLC | 7.94K | Jun 30, 26 | -54 | 0.06% |
| Ridge Creek Global, Inc | 7.82K | Jun 30, 26 | -- | 0.06% |
| PKS Advisory Services, LLC | 7.81K | Jun 30, 26 | +455 | 0.06% |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.81K | Jun 30, 26 | -1.96K | 0.06% |
| Simmons Bank | 7.74K | Jun 30, 26 | -- | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 7.38K | Jun 30, 26 | -- | 0.06% |
| Buck Wealth Strategies, LLC | 7.13K | Jun 30, 26 | +7.13K | 0.05% |
| Capital Investment Advisors, LLC | 7.05K | Jun 30, 26 | -20 | 0.05% |
| IMC-Chicago, LLC | 7.00K | Jun 30, 26 | -- | 0.05% |
| Gerber Kawasaki Wealth & Investment Management | 6.96K | Jun 30, 26 | +39 | 0.05% |
| Saxony Capital Management, LLC | 6.90K | Jun 30, 26 | +6.90K | 0.05% |
| HBW Advisory Services LLC | 6.88K | Jun 30, 26 | +548 | 0.05% |
| Mullooly Asset Management, Inc. | 6.87K | Jun 30, 26 | +15 | 0.05% |
| Sharkey, Howes & Javer | 6.86K | Jun 30, 26 | +8 | 0.05% |
| GARRISON POINT ADVISORS, LLC | 6.67K | Jun 30, 26 | -208 | 0.05% |
| High Net Worth Advisory Group LLC | 6.40K | Jun 30, 26 | -- | 0.05% |
| NewEdge Advisors, LLC | 6.38K | Jun 30, 26 | +694 | 0.05% |
| Atria Investments, Inc | 6.25K | Jun 30, 26 | -5.16K | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.22K | Jun 30, 26 | +502 | 0.05% |
| Independence Bank of Kentucky | 6.03K | Jun 30, 26 | -130 | 0.05% |
| OPPENHEIMER & CO INC | 5.90K | Jun 30, 26 | -35 | 0.05% |
| HRT FINANCIAL LP | 5.85K | Jun 30, 26 | -662 | 0.04% |
| Retirement Management Systems Inc. | 5.54K | Jun 30, 26 | +179 | 0.04% |
| Bank of New York Mellon Corp | 5.49K | Jun 30, 26 | -2.63K | 0.04% |
| FLOW TRADERS U.S. LLC | 5.40K | Jun 30, 26 | +5.40K | 0.04% |
| Mutual Advisors, LLC | 5.23K | Jun 30, 26 | -532 | 0.04% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 5.20K | Jun 30, 26 | -- | 0.04% |
| Merit Financial Group, LLC | 5.17K | Jun 30, 26 | +1.07K | 0.04% |
| Creative Planning | 5.14K | Jun 30, 26 | +437 | 0.04% |
| Rockefeller Capital Management L.P. | 5.13K | Jun 30, 26 | +18 | 0.04% |
| PEAPACK GLADSTONE FINANCIAL CORP | 4.86K | Jun 30, 26 | -50 | 0.04% |
| Evanson Financial, LLC | 4.79K | Jun 30, 26 | +4.79K | 0.04% |
| WEDBUSH SECURITIES INC | 4.76K | Jun 30, 26 | +100 | 0.04% |
| Fiduciary Alliance LLC | 4.73K | Jun 30, 26 | +8 | 0.04% |
| S&A Financial Services, Inc. | 4.55K | Jun 30, 26 | -272 | 0.04% |
| Legacy Wealth Partners, LLC | 4.31K | Jun 30, 26 | +1.19K | 0.03% |
| Capital Advisors, Ltd. LLC | 4.28K | Jun 30, 26 | +11 | 0.03% |
| Empirical Asset Management, LLC | 4.26K | Jun 30, 26 | -262 | 0.03% |
| NTV ASSET MANAGEMENT LLC | 4.24K | Jun 30, 26 | -- | 0.03% |
| Grant Private Wealth Management Inc | 4.13K | Jun 30, 26 | -- | 0.03% |
| Quartz Partners, LLC | 4.11K | Jun 30, 26 | -27 | 0.03% |
| HANCOCK WHITNEY CORP | 4.11K | Jun 30, 26 | -- | 0.03% |
| Madden Advisory Services, Inc. | 4.10K | Jun 30, 26 | -6 | 0.03% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 4.10K | Jun 30, 26 | -7 | 0.03% |
| Brookwood Investment Group LLC | 4.08K | Jun 30, 26 | -34 | 0.03% |
| Adams Wealth Management | 4.02K | Jun 30, 26 | +299 | 0.03% |
| CacheTech Inc. | 4.02K | Jun 30, 26 | +299 | 0.03% |
| Pinnacle Financial Partners, Inc. | 3.92K | Jun 30, 26 | -106 | 0.03% |
| Virtue Capital Management, LLC | 3.85K | Jun 30, 26 | +3.85K | 0.03% |
| Vise Technologies, Inc. | 3.81K | Jun 30, 26 | +3.81K | 0.03% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3.80K | Jun 30, 26 | -- | 0.03% |
| B. Riley Wealth Advisors, Inc. | 3.68K | Jun 30, 26 | +102 | 0.03% |
| Brookstone Capital Management | 3.57K | Jun 30, 26 | -142 | 0.03% |
| Lighthouse Financial LLC | 3.50K | Jun 30, 26 | -- | 0.03% |
| THRIVENT FINANCIAL FOR LUTHERANS | 3.45K | Jun 30, 26 | +166 | 0.03% |
| Weaver Consulting Group | 3.45K | Jun 30, 26 | +1.00K | 0.03% |
| SMITH, MOORE & CO. | 3.42K | Jun 30, 26 | -390 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 3.37K | Jun 30, 26 | +1.16K | 0.03% |
| Mariner, LLC | 3.33K | Jun 30, 26 | -478 | 0.03% |
| Summit Financial, LLC | 3.33K | Jun 30, 26 | +1 | 0.03% |
| JOHNSON INVESTMENT COUNSEL INC | 3.28K | Jun 30, 26 | -190 | 0.03% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 3.26K | Jun 30, 26 | -116 | 0.03% |
| SEI INVESTMENTS CO | 3.21K | Jun 30, 26 | -3.14K | 0.02% |
| Midwest Trust Co | 3.07K | Jun 30, 26 | +980 | 0.02% |
| Advisory Alpha, LLC | 3.07K | Jun 30, 26 | -50 | 0.02% |
| CIBC Bancorp USA Inc. | 3.06K | Jun 30, 26 | -- | 0.02% |
| COMMERCE BANK | 3.02K | Jun 30, 26 | -- | 0.02% |
| HSBC HOLDINGS PLC | 3.00K | Jun 30, 26 | -- | 0.02% |
| Carl P. Sherr & Co., LLC | 2.90K | Jun 30, 26 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 2.87K | Jun 30, 26 | +83 | 0.02% |
| Simplicity Wealth,LLC | 2.86K | Jun 30, 26 | +2.86K | 0.02% |
| Forbes Financial Planning, Inc. | 2.86K | Jun 30, 26 | -72 | 0.02% |
| Moors & Cabot, Inc. | 2.80K | Jun 30, 26 | -99 | 0.02% |
| MONEY CONCEPTS CAPITAL CORP | 2.78K | Jun 30, 26 | -1.80K | 0.02% |
| Prime Capital Investment Advisors, LLC | 2.71K | Jun 30, 26 | -173 | 0.02% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 2.67K | Jun 30, 26 | -- | 0.02% |
| EP Wealth Advisors, LLC | 2.64K | Jun 30, 26 | -50 | 0.02% |
| Greenspring Advisors, LLC | 2.59K | Jun 30, 26 | +38 | 0.02% |
| Field & Main Bank | 2.58K | Jun 30, 26 | -30 | 0.02% |
| BROWN ADVISORY INC | 2.58K | Jun 30, 26 | -- | 0.02% |
| Cornerstone Management, Inc. | 2.56K | Jun 30, 26 | -- | 0.02% |
| Heritage Trust Co | 2.56K | Jun 30, 26 | -- | 0.02% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.55K | Jun 30, 26 | -- | 0.02% |
| North Star Investment Management Corp. | 2.46K | Jun 30, 26 | -- | 0.02% |
| Buckingham Strategic Partners | 2.35K | Jun 30, 26 | +1 | 0.02% |
| Royal Fund Management, LLC | 2.35K | Jun 30, 26 | -264 | 0.02% |
| Apollon Wealth Management, LLC | 2.22K | Jun 30, 26 | -2.35K | 0.02% |
| Lido Advisors, LLC | 2.22K | Jun 30, 26 | -678 | 0.02% |
| Allworth Financial LP | 2.21K | Jun 30, 26 | +2 | 0.02% |
| DAVENPORT & Co LLC | 2.21K | Jun 30, 26 | +10 | 0.02% |
| PICTON MAHONEY ASSET MANAGEMENT | 2.20K | Jun 30, 26 | -- | 0.02% |
| TPG Advisors LLC | 2.17K | Jun 30, 26 | -70 | 0.02% |
| XML Financial, LLC | 2.17K | Jun 30, 26 | +152 | 0.02% |
| Keystone Wealth Services, LLC | 2.12K | Jun 30, 26 | -- | 0.02% |
| Valmark Advisers, Inc. | 2.11K | Jun 30, 26 | -160 | 0.02% |
| JANE STREET GROUP, LLC | 2.10K | Jun 30, 26 | +2.10K | 0.02% |
| Gotham Asset Management, LLC | 2.10K | Jun 30, 26 | -- | 0.02% |
| Rede Wealth, LLC | 2.07K | Jun 30, 26 | -- | 0.02% |
| Wealthcare Advisory Partners LLC | 2.06K | Jun 30, 26 | +206 | 0.02% |
| First Heartland Consultants, Inc. | 2.05K | Jun 30, 26 | -12 | 0.02% |
| Caprock Group, LLC | 2.03K | Jun 30, 26 | -71 | 0.02% |
| PRINCIPAL SECURITIES, INC. | 2.02K | Jun 30, 26 | +2.02K | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.00K | Jun 30, 26 | -1.27K | 0.02% |
| Beacon Financial Advisory LLC | 2.00K | Jun 30, 26 | -20 | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 1.98K | Jun 30, 26 | +1.98K | 0.02% |
| Modera Wealth Management, LLC | 1.97K | Jun 30, 26 | -- | 0.02% |
| IHT Wealth Management, LLC | 1.96K | Jun 30, 26 | -112 | 0.02% |
| Sun Group Wealth Partners | 1.94K | Jun 30, 26 | -- | 0.01% |
| Coastal Bridge Advisors, LLC | 1.94K | Jun 30, 26 | -- | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.93K | Jun 30, 26 | +6 | 0.01% |
| Gladstone Institutional Advisory LLC | 1.93K | Jun 30, 26 | +1.93K | 0.01% |
| Farther Finance Advisors, LLC | 1.92K | Jun 30, 26 | +180 | 0.01% |
| Forum Finance Group S.A. | 1.92K | Jun 30, 26 | -- | 0.01% |
| DAVIS R M INC | 1.90K | Jun 30, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 1.89K | Jun 30, 26 | +40 | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 1.88K | Jun 30, 26 | +1.88K | 0.01% |
| Meridian Wealth Management, LLC | 1.87K | Jun 30, 26 | +7 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.86K | Jun 30, 26 | +25 | 0.01% |
| Avantax Planning Partners, Inc. | 1.83K | Jun 30, 26 | -- | 0.01% |
| SAXON INTERESTS, INC. | 1.82K | Jun 30, 26 | +1.82K | 0.01% |
| Helium Advisors LLC | 1.78K | Jun 30, 26 | +6 | 0.01% |
| Resources Investment Advisors, LLC. | 1.75K | Jun 30, 26 | -- | 0.01% |
| Tyche Wealth Partners LLC | 1.75K | Jun 30, 26 | -- | 0.01% |
| Fundamentum, LLC | 1.75K | Jun 30, 26 | +1.75K | 0.01% |
| CENTRAL TRUST Co | 1.66K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 1.66K | Jun 30, 26 | +6 | 0.01% |
| Advanced Asset Management Advisors Inc | 1.61K | Jun 30, 26 | -- | 0.01% |
| CX Institutional | 1.56K | Jun 30, 26 | -13 | 0.01% |
| BlackRock, Inc. | 1.55K | Jun 30, 26 | +130 | 0.01% |
| Global Retirement Partners, LLC | 1.52K | Jun 30, 26 | +1.52K | 0.01% |
| US BANCORP \DE\ | 1.51K | Jun 30, 26 | +2 | 0.01% |
| Nova Wealth Management, Inc. | 1.48K | Jun 30, 26 | -191 | 0.01% |
| Atlantic Edge Private Wealth Management, LLC | 1.47K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 1.30K | Jun 30, 26 | -67.39K | 0.01% |
| N.E.W. Advisory Services LLC | 1.24K | Jun 30, 26 | -- | 0.01% |
| Nalls Sherbakoff Group, LLC | 1.18K | Jun 30, 26 | -- | 0.01% |
| Capital Analysts, LLC | 1.05K | Jun 30, 26 | +51 | 0.01% |
| FAS Wealth Partners, Inc. | 980 | Jun 30, 26 | -- | 0.01% |
| Milestone Investment Advisors LLC | 940 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 883 | Jun 30, 26 | +883 | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 800 | Jun 30, 26 | -- | 0.01% |
| Sterling Capital Management LLC | 770 | Jun 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 760 | Jun 30, 26 | +418 | 0.01% |
| Strategic Investment Solutions, Inc. /IL | 752 | Jun 30, 26 | -- | 0.01% |
| MATHER GROUP, LLC. | 724 | Jun 30, 26 | -- | 0.01% |
| CITIGROUP INC | 705 | Jun 30, 26 | -505 | 0.01% |
| GLENMEDE TRUST CO NA | 700 | Jun 30, 26 | -- | 0.01% |
| SHP Wealth Management | 700 | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 683 | Jun 30, 26 | +140 | 0.01% |
| UMB Bank, n.a. | 675 | Jun 30, 26 | -- | 0.01% |
| ENTRUST FINANCIAL LLC | 669 | Jun 30, 26 | -- | 0.01% |
| Avion Wealth | 660 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 651 | Jun 30, 26 | -- | 0.01% |
| Westside Investment Management, Inc. | 630 | Jun 30, 26 | +250 | 0.00% |
| TRUST CO OF VERMONT | 603 | Jun 30, 26 | +603 | 0.00% |
| Capital Investment Advisory Services, LLC | 601 | Jun 30, 26 | +3 | 0.00% |
| Colonial Trust Co / SC | 600 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 575 | Jun 30, 26 | -- | 0.00% |
| BLUELINE ADVISORS LLC | 515 | Jun 30, 26 | -- | 0.00% |
| Security National Bank | 500 | Jun 30, 26 | -- | 0.00% |
| Davis Capital Management | 466 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 411 | Jun 30, 26 | +6 | 0.00% |
| SOA Wealth Advisors, LLC. | 407 | Jun 30, 26 | -- | 0.00% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 370 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 366 | Jun 30, 26 | +366 | 0.00% |
| Hilltop National Bank | 366 | Jun 30, 26 | -- | 0.00% |
| Rice Partnership, LLC | 358 | Jun 30, 26 | -- | 0.00% |
| Cherry Tree Wealth Management, LLC | 356 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 344 | Jun 30, 26 | +2 | 0.00% |
| IFG Advisory, LLC | 338 | Jun 30, 26 | +338 | 0.00% |
| Asset Dedication, LLC | 325 | Jun 30, 26 | +325 | 0.00% |
| WealthShield Partners, LLC | 306 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 295 | Jun 30, 26 | -- | 0.00% |
| Strive Financial Group ,LLC | 274 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 251 | Jun 30, 26 | +2 | 0.00% |
| ST GERMAIN D J CO INC | 233 | Jun 30, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 214 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 212 | Jun 30, 26 | +212 | 0.00% |
| Synergy Investment Management, LLC | 206 | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 205 | Jun 30, 26 | +2 | 0.00% |
| Ancora Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| First Command Advisory Services, Inc. | 183 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 165 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 154 | Jun 30, 26 | +125 | 0.00% |
| SouthState Corp | 150 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 149 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 145 | Jun 30, 26 | +145 | 0.00% |
| Commonwealth Retirement Investments LLC | 131 | Jun 30, 26 | +131 | 0.00% |
| Investors Portfolio Services LLC | 103 | Jun 30, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 101 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 90 | Jun 30, 26 | -- | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 79 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 74 | Jun 30, 26 | -- | 0.00% |
| High Point Wealth Management, LLC | 74 | Jun 30, 26 | +1 | 0.00% |
| Front Row Advisors LLC | 68 | Jun 30, 26 | -150 | 0.00% |
| Smartleaf Asset Management LLC | 67 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 59 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 56 | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 55 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 55 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 55 | Jun 30, 26 | -- | 0.00% |
| Winthrop Capital Management, LLC | 53 | Jun 30, 26 | -- | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 49 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 43 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 42 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 33 | Jun 30, 26 | +1 | 0.00% |
| Aptus Capital Advisors, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 22 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 11 | Jun 30, 26 | -- | 0.00% |
| Nikulski Financial, Inc. | -- | Jun 30, 26 | -11.93K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -349 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -45.60K | -- |
| Pinkerton Retirement Specialists, LLC | -- | Jun 30, 26 | -511.68K | -- |
| Nemes Rush Group LLC | -- | Jun 30, 26 | -1 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -438 | -- |
| Koshinski Asset Management, Inc. | -- | Jun 30, 26 | -13.54K | -- |
| Astoria Portfolio Advisors LLC. | -- | Jun 30, 26 | -5.50K | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -175 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -793 | -- |
| CPR Investments Inc. | -- | Jun 30, 26 | -26.09K | -- |
| FIL Ltd | -- | Jun 30, 26 | -1.83M | -- |
| Synergy Asset Management, LLC | -- | Jun 30, 26 | -2.97K | -- |
| Neuberger Berman Group LLC | -- | Jun 30, 26 | -2.39K | -- |
| CHILDRESS CAPITAL ADVISORS, LLC | -- | Jun 30, 26 | -2.39K | -- |
| WASHINGTON TRUST BANK | -- | Jun 30, 26 | -1.73K | -- |
| Discipline Wealth Solutions, LLC | -- | Jun 30, 26 | -1.96K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -36 | -- |
| KKM Financial LLC | -- | Jun 30, 26 | -6.96K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -11.52K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -3.70K | -- |
| Beacon Capital Management, LLC | -- | Jun 30, 26 | -3.31K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -6 | -- |
| GAMCO INVESTORS, INC. ET AL | -- | Jun 30, 26 | -2.58K | -- |
| Kesler, Norman & Wride, LLC | -- | Jun 30, 26 | -4.56K | -- |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -175 | -- |
| Capital Advisor Network LLC | -- | Jun 30, 26 | -101 | -- |
| Investor's Fiduciary Advisor Network, LLC | -- | Jun 30, 26 | -2.00K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -326 | -- |
| Operose Advisors LLC | -- | Jun 30, 26 | -86 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -1.85K | -- |
| Sequoia Financial Advisors, LLC | -- | Jun 30, 26 | -1.80K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -64 | -- |
| Sunbelt Securities, Inc. | 15.52K | Mar 31, 26 | +8.13K | 0.12% |
| Jaffetilchin Investment Partners, LLC | 10.86K | Mar 31, 26 | +1 | 0.08% |
| U.S. Capital Wealth Advisors, LLC | 7.61K | Mar 31, 26 | -246 | 0.06% |
| Evanson Asset Management, LLC | 4.78K | Mar 31, 26 | +6 | 0.04% |
| CWM, LLC | 1.15K | Mar 31, 26 | +350 | 0.01% |
| McIlrath & Eck, LLC | 166 | Mar 31, 26 | -- | 0.00% |
| Jackson Hole Capital Partners, LLC | 62 | Mar 31, 26 | -- | 0.00% |
| USA Financial Portformulas Corp | -- | Mar 31, 26 | -23.32K | -- |
| Reflection Asset Management | -- | Mar 31, 26 | -16 | -- |
| Yeomans Consulting Group, Inc. | 11.59K | Dec 31, 25 | +11.59K | 0.09% |
| COMERICA BANK | 9.43K | Dec 31, 25 | +390 | 0.07% |
| CIBC Private Wealth Group, LLC | 3.07K | Dec 31, 25 | -298 | 0.02% |
| MGB Wealth Management, LLC | 690 | Dec 31, 25 | -- | 0.01% |
| Moloney Securities Asset Management, LLC | 83.11K | Sep 30, 25 | +83.11K | 0.64% |
| COUNTRY CLUB BANK /GFN | 46.53K | Sep 30, 25 | -22 | 0.36% |
| EWG Elevate Inc. | 17.38K | Sep 30, 25 | +572 | 0.13% |
| SYNOVUS FINANCIAL CORP | 4.09K | Sep 30, 25 | +11 | 0.03% |
| Apexium Financial, LP | 3.37K | Sep 30, 25 | -- | 0.03% |
| Glenmede Investment Management, LP | 700 | Sep 30, 25 | -- | 0.01% |
| Family Firm, Inc. | 22.36K | Jun 30, 25 | +116 | 0.17% |
| AVANTAX ADVISORY SERVICES, INC. | 21.99K | Jun 30, 25 | +4.72K | 0.17% |
| Atria Wealth Solutions, Inc. | 5.47K | Jun 30, 25 | -1.43K | 0.04% |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 5.20K | Jun 30, 25 | -- | 0.04% |
| Congress Wealth Management LLC / DE / | 3.33K | Jun 30, 25 | +407 | 0.03% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -458 | -- |
| Keeley-Teton Advisors, LLC | 2.58K | Mar 31, 25 | -- | 0.02% |
| CAROLINAS WEALTH CONSULTING LLC | 945 | Mar 31, 25 | -1 | 0.01% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -5.81K | -- |
| Bison Wealth, LLC | 3.93K | Dec 31, 24 | -828 | 0.03% |
| Sugarloaf Wealth Management, LLC | 325 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 124.21K | Sep 30, 24 | +2.77K | 0.96% |
| RAYMOND JAMES & ASSOCIATES | 25.07K | Sep 30, 24 | +5.56K | 0.19% |
| Argent Financial Group, Inc. | 2.56K | Sep 30, 24 | +2.56K | 0.02% |
| Annapolis Financial Services, LLC | 974 | Sep 30, 24 | -- | 0.01% |
| ICA Group Wealth Management, LLC | 280 | Jun 30, 24 | -35 | 0.00% |
| Derbend Asset Management | 20.63K | Mar 31, 24 | +12 | 0.16% |
| Cetera Advisor Networks LLC | 10.53K | Mar 31, 24 | -1.75K | 0.08% |
| Cetera Advisors LLC | 9.71K | Mar 31, 24 | +9.71K | 0.07% |
| KEATING WEALTH MANAGEMENT LLC | 2.50K | Mar 31, 24 | +2.50K | 0.02% |
| NORWOOD FINANCIAL CORP | 90 | Mar 31, 24 | -- | 0.00% |
| Retirement Group, LLC | 49 | Mar 31, 24 | -- | 0.00% |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -35.79K | -- |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -323 | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 2.88K | Dec 31, 23 | +2.88K | 0.02% |
| Bartlett & Co. LLC | 800 | Dec 31, 23 | -- | 0.01% |
| COMERICA SECURITIES,INC. | 28.35K | Sep 30, 23 | +114 | 0.22% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 4.29K | Sep 30, 23 | -97 | 0.03% |
| Antonetti Capital Management LLC | 274 | Sep 30, 23 | -- | 0.00% |
| Sutton Wealth Advisors Inc. | 208 | Sep 30, 23 | -- | 0.00% |
| BDO Wealth Advisors, LLC | 2.93K | Jun 30, 23 | -- | 0.02% |
| Lumature Wealth Partners, LLC | 310 | Jun 30, 23 | +310 | 0.00% |
| Endurance Wealth Management, Inc. | 220 | Jun 30, 23 | -- | 0.00% |
| First Command Bank | 183 | Jun 30, 23 | -184 | 0.00% |
| First Command Financial Services, Inc. | 183 | Jun 30, 23 | -184 | 0.00% |
| Kalos Management, Inc. | 134 | Jun 30, 23 | -- | 0.00% |
| ALLSTATE INVESTMENT MANAGEMENT CO | 14.13K | Dec 31, 22 | +14.13K | 0.11% |
| Sanford Advisory Services, LLC | 6.23K | Dec 31, 22 | +131 | 0.05% |
| Gallagher Benefit Services, Inc. | 2.38K | Dec 31, 22 | +2.38K | 0.02% |
| F3Logic, LLC | 2.38K | Dec 31, 22 | +2.38K | 0.02% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 90 | Dec 31, 22 | -- | 0.00% |
| Claraphi Advisory Network, LLC | -- | Dec 31, 22 | -4.67K | -- |
| DOWLING & YAHNKE LLC | 24.17K | Sep 30, 22 | -65 | 0.19% |
| American Portfolios Advisors | 8.77K | Sep 30, 22 | -610 | 0.07% |
| EATON VANCE MANAGEMENT | 2.70K | Sep 30, 22 | +2.70K | 0.02% |
| FourThought Financial, LLC | 300 | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 186 | Sep 30, 22 | +186 | 0.00% |
| Pinnacle Private Wealth, LLC | 6.83K | Jun 30, 22 | -244 | 0.05% |
| MURPHY CAPITAL MANAGEMENT INC | 6.27K | Jun 30, 22 | -- | 0.05% |
| Corbenic Partners LLC | 283 | Jun 30, 22 | +1 | 0.00% |
| Country Club Trust Company, n.a. | 90.92K | Dec 31, 21 | +445 | 0.70% |
| NEXT Financial Group, Inc | 6.42K | Dec 31, 21 | -551 | 0.05% |
| Carroll Financial Associates, Inc. | 50 | Dec 31, 21 | -- | 0.00% |
| Cardan Capital Partners, LLC | 101.77K | Sep 30, 21 | +9.52K | 0.78% |
| BINGHAM OSBORN & SCARBOROUGH LLC | 13.47K | Sep 30, 21 | -- | 0.10% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2.58K | Sep 30, 21 | -581 | 0.02% |
| Paul John Balson | 6.05K | Dec 31, 20 | +3.06K | 0.05% |
| Reby Advisors, LLC | 150 | Dec 31, 20 | +150 | 0.00% |
| First Allied Advisory Services, Inc. | 5.58K | Sep 30, 20 | +101 | 0.04% |
| Osborn Williams & Donohoe LLC | 7.27K | Mar 31, 20 | +36 | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 36.95K | Dec 31, 19 | +1.28K | 0.28% |
| Advisor Group, Inc. | 32.20K | Dec 31, 19 | -4.83K | 0.25% |
| Wealth & Pension Services Group, Inc. | 8.66K | Sep 30, 19 | +6.21K | 0.07% |
| BB&T SECURITIES, LLC | 6.74K | Sep 30, 19 | -541 | 0.05% |
| SUNTRUST BANKS INC | 1.59K | Sep 30, 19 | -282 | 0.01% |
| Ceros Financial Services Inc. | 353 | Mar 31, 19 | +353 | 0.00% |
| NEXT Financial Holdings | 342 | Mar 31, 19 | +342 | 0.00% |
| Questar Asset Management, Inc. | 19.03K | Dec 31, 18 | +19.03K | 0.15% |
| BREMER TRUST NATIONAL ASSOCIATION | 99 | Dec 31, 18 | +99 | 0.00% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 4.18K | Sep 30, 18 | +420 | 0.03% |
| SII INVESTMENTS INC/WI | 2.65K | Dec 31, 17 | -489 | 0.02% |
| WealthShield, LLC | 153 | Dec 31, 17 | +153 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -9.00K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -26.45K | -- |
| Commonwealth Equity Services, Inc | 39.18K | Jun 30, 17 | +2.35K | 0.30% |
| Virtu KCG Holdings LLC | 2.13K | Jun 30, 17 | +2.13K | 0.02% |
| WFG Advisors, LP | 630 | Jun 30, 17 | +14 | 0.00% |
| Integrated Wealth Management | 4.54K | Mar 31, 17 | -- | 0.03% |
| LBA Wealth Management, LLC | 1.82K | Mar 31, 17 | +425 | 0.01% |
| MSI Financial Services Inc | 13.58K | Dec 31, 16 | -676 | 0.10% |
| KEELEY ASSET MANAGEMENT CORP | 2.34K | Dec 31, 16 | +55 | 0.02% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -25 | -- |
| VSR Financial Services, Inc. | 6.66K | Jun 30, 16 | +2.81K | 0.05% |
| SOCIETE GENERALE | 6.64K | Jun 30, 16 | +6.64K | 0.05% |
| Gupta Wealth Management LLC | -- | Mar 31, 16 | -509 | -- |
| SMITH HAYES Advisers, Inc | 4.50K | Dec 31, 15 | -100 | 0.03% |
| J.P. Turner & Co Capital Mnagement, LLC | 4.78K | Sep 30, 15 | +4.78K | 0.04% |
| Aris Wealth Services, Inc. | -- | Sep 30, 15 | -82 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 89 | Jun 30, 15 | -1.20K | 0.00% |
| STANCORP INVESTMENT ADVISERS INC | 637 | Mar 31, 15 | +1 | 0.00% |
| Placemark Investments, Inc. | 341.26K | Dec 31, 14 | +324.66K | 2.63% |
| COLUMBIA CAPITAL LLC | 5.25K | Dec 31, 14 | +5.25K | 0.04% |
| NEW ENGLAND SECURITIES CORP /MA/ | 2.31K | Dec 31, 14 | +200 | 0.02% |
| Gary Goldberg Planning Services Inc | 875 | Dec 31, 14 | -10 | 0.01% |
| UBS AG | 49.01K | Sep 30, 14 | +4.74K | 0.38% |
| KMS FINANCIAL SERVICES, INC | 2.82K | Jun 30, 14 | -136 | 0.02% |
| STIFEL NICOLAUS & CO INC \MO\ | 9.67K | Sep 30, 13 | +37 | 0.07% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -8.86K | -- |
| First Allied Securities, Inc. | 12.83K | Jun 30, 12 | +415 | 0.10% |
| NOLLENBERGER CAPITAL PARTNERS INC | 222 | Dec 31, 10 | -- | 0.00% |
| RBC TRUSTEES (Jersey) LTD | -- | Sep 30, 09 | -73 | -- |
| RBC Dominion Securities Inc. | 1.23K | Dec 31, 08 | -- | 0.01% |