| BANK OF AMERICA CORP /DE/ | 7.44M | Jun 30, 26 | -2.31M | 9.83% |
| JPMORGAN CHASE & CO | 4.31M | Jun 30, 26 | +4.20M | 5.70% |
| Treasurer of the State of North Carolina | 2.52M | Jun 30, 26 | +2.52M | 3.33% |
| MORGAN STANLEY | 2.39M | Jun 30, 26 | +81.45K | 3.16% |
| Wharton Business Group, LLC | 1.59M | Jun 30, 26 | -130.32K | 2.11% |
| LPL Financial LLC | 1.30M | Jun 30, 26 | +64.85K | 1.72% |
| Mariner, LLC | 1.15M | Jun 30, 26 | +94.09K | 1.52% |
| Cetera Investment Advisers | 1.08M | Jun 30, 26 | +3.02K | 1.43% |
| RAYMOND JAMES FINANCIAL INC | 883.25K | Jun 30, 26 | +49.26K | 1.17% |
| HSBC HOLDINGS PLC | 813.28K | Jun 30, 26 | +54.76K | 1.08% |
| Wellspring Financial Advisors, LLC | 676.79K | Jun 30, 26 | +112.79K | 0.89% |
| JONES FINANCIAL COMPANIES LLLP | 666.49K | Jun 30, 26 | +260.87K | 0.88% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 560.14K | Jun 30, 26 | +62.40K | 0.74% |
| ADVISOR GROUP HOLDINGS, INC. | 559.56K | Jun 30, 26 | +149.12K | 0.74% |
| WELLS FARGO & COMPANY/MN | 512.09K | Jun 30, 26 | -96.92K | 0.68% |
| Creative Planning | 438.49K | Jun 30, 26 | +4.47K | 0.58% |
| AMERIPRISE FINANCIAL INC | 416.74K | Jun 30, 26 | +12.87K | 0.55% |
| PNC FINANCIAL SERVICES GROUP, INC. | 400.70K | Jun 30, 26 | +9.04K | 0.53% |
| UBS Group AG | 391.45K | Jun 30, 26 | +37.05K | 0.52% |
| Atomi Financial Group, Inc. | 377.21K | Jun 30, 26 | +45.41K | 0.50% |
| CAPTRUST FINANCIAL ADVISORS | 369.01K | Jun 30, 26 | -5.15K | 0.49% |
| RMB Capital Management, LLC | 354.09K | Jun 30, 26 | -13.22K | 0.47% |
| ENVESTNET ASSET MANAGEMENT INC | 329.90K | Jun 30, 26 | +17.29K | 0.44% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 310.38K | Jun 30, 26 | +3.64K | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 302.93K | Jun 30, 26 | -1.50K | 0.40% |
| SUMITOMO LIFE INSURANCE CO | 294.60K | Jun 30, 26 | +128.50K | 0.39% |
| MML INVESTORS SERVICES, LLC | 253.93K | Jun 30, 26 | +31.61K | 0.34% |
| TrustBank | 216.34K | Jun 30, 26 | +14.33K | 0.29% |
| Wealthcare Advisory Partners LLC | 205.70K | Jun 30, 26 | +24.90K | 0.27% |
| VAN ECK ASSOCIATES CORP | 191.40K | Jun 30, 26 | -174.03K | 0.25% |
| Brio Consultants, LLC | 188.78K | Jun 30, 26 | +2.44K | 0.25% |
| HighTower Advisors, LLC | 183.00K | Jun 30, 26 | +94 | 0.24% |
| Laurel Wealth Planning LLC | 181.13K | Jun 30, 26 | -3.29K | 0.24% |
| THRIVENT FINANCIAL FOR LUTHERANS | 174.50K | Jun 30, 26 | +4.54K | 0.23% |
| Horizon Wealth Management, LLC | 167.86K | Jun 30, 26 | +167.86K | 0.22% |
| STIFEL FINANCIAL CORP | 162.41K | Jun 30, 26 | +11.96K | 0.21% |
| ROYAL BANK OF CANADA | 158.20K | Jun 30, 26 | +54.00K | 0.21% |
| NATIXIS ADVISORS, L.P. | 149.06K | Jun 30, 26 | +73.83K | 0.20% |
| Kovitz Investment Group Partners, LLC | 138.61K | Jun 30, 26 | +2.76K | 0.18% |
| SRS Capital Advisors, Inc. | 135.95K | Jun 30, 26 | +106.22K | 0.18% |
| Haven Private, LLC | 135.37K | Jun 30, 26 | +4.05K | 0.18% |
| Cambridge Investment Research Advisors, Inc. | 126.26K | Jun 30, 26 | +7.16K | 0.17% |
| Viaable, LLC | 120.53K | Jun 30, 26 | +120.53K | 0.16% |
| Bouvel Investment Partners, LLC | 105.49K | Jun 30, 26 | +105.49K | 0.14% |
| GOLDMAN SACHS GROUP INC | 99.05K | Jun 30, 26 | +79.30K | 0.13% |
| Atomic Invest LLC | 96.09K | Jun 30, 26 | +94.82K | 0.13% |
| Consilium Wealth Advisory, LLC | 93.05K | Jun 30, 26 | +9.39K | 0.12% |
| PRINCIPAL SECURITIES, INC. | 84.50K | Jun 30, 26 | -4.48K | 0.11% |
| Eagle Strategies LLC | 79.44K | Jun 30, 26 | +1.80K | 0.11% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 76.72K | Jun 30, 26 | +55.58K | 0.10% |
| FIFTH THIRD SECURITIES, INC. | 74.87K | Jun 30, 26 | +4.17K | 0.10% |
| HOGE FINANCIAL SERVICES, LLC | 65.86K | Jun 30, 26 | -21 | 0.09% |
| Kestra Advisory Services, LLC | 63.80K | Jun 30, 26 | -6.50K | 0.08% |
| FORTE ASSET MANAGEMENT LLC | 62.50K | Jun 30, 26 | +23 | 0.08% |
| LANE BROTHERS & CO INC | 61.64K | Jun 30, 26 | -6.69K | 0.08% |
| Integrated Wealth Concepts LLC | 60.58K | Jun 30, 26 | +736 | 0.08% |
| Silver Coast Investments LLC | 59.89K | Jun 30, 26 | -2.78K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 57.76K | Jun 30, 26 | +3.55K | 0.08% |
| Western Wealth Management, LLC | 54.27K | Jun 30, 26 | +3.90K | 0.07% |
| PATTON ALBERTSON MILLER GROUP, LLC | 51.36K | Jun 30, 26 | -364 | 0.07% |
| Dorsey & Whitney Trust CO LLC | 51.16K | Jun 30, 26 | -- | 0.07% |
| Forthright Family Wealth Advisory LLC | 48.24K | Jun 30, 26 | +19.10K | 0.06% |
| J.W. COLE ADVISORS, INC. | 45.07K | Jun 30, 26 | +3.62K | 0.06% |
| Farther Finance Advisors, LLC | 45.02K | Jun 30, 26 | -5.73K | 0.06% |
| IHT Wealth Management, LLC | 43.90K | Jun 30, 26 | +8.74K | 0.06% |
| Janney Montgomery Scott LLC | 43.08K | Jun 30, 26 | +258 | 0.06% |
| CLIENT 1ST ADVISORY GROUP, LLC | 42.55K | Jun 30, 26 | +3.26K | 0.06% |
| ICAPITAL WEALTH LLC | 41.12K | Jun 30, 26 | +41.12K | 0.05% |
| BLAIR WILLIAM & CO/IL | 41.10K | Jun 30, 26 | -18.22K | 0.05% |
| American Trust | 40.58K | Jun 30, 26 | +40.58K | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 39.61K | Jun 30, 26 | +267 | 0.05% |
| FMR LLC | 39.56K | Jun 30, 26 | +14.96K | 0.05% |
| BG Investment Services, Inc. | 39.29K | Jun 30, 26 | -1.04K | 0.05% |
| CITIZENS FINANCIAL GROUP INC/RI | 38.83K | Jun 30, 26 | +2.35K | 0.05% |
| STRATEGY ASSET MANAGERS LLC | 38.12K | Jun 30, 26 | +956 | 0.05% |
| J. Team Financial, Inc. | 37.31K | Jun 30, 26 | +37.31K | 0.05% |
| Rockefeller Capital Management L.P. | 36.25K | Jun 30, 26 | +3.77K | 0.05% |
| Urban Wealth Management, LLC | 36.23K | Jun 30, 26 | +440 | 0.05% |
| Aventus Investment Advisors, Inc. | 36.05K | Jun 30, 26 | +36.05K | 0.05% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 34.69K | Jun 30, 26 | +12.11K | 0.05% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 34.56K | Jun 30, 26 | -2.50K | 0.05% |
| Cerity Partners LLC | 33.63K | Jun 30, 26 | +3.34K | 0.04% |
| ARRIEN INVESTMENTS, INC. | 32.48K | Jun 30, 26 | -396 | 0.04% |
| Equitable Holdings, Inc. | 32.26K | Jun 30, 26 | -3.66K | 0.04% |
| Financial Partners Group, Inc | 31.87K | Jun 30, 26 | -894 | 0.04% |
| SIMON QUICK ADVISORS, LLC | 31.25K | Jun 30, 26 | -109 | 0.04% |
| IFP Advisors, Inc | 30.75K | Jun 30, 26 | +3.16K | 0.04% |
| WARNER FINANCIAL, INC | 30.40K | Jun 30, 26 | +20 | 0.04% |
| HERBST GROUP, LLC | 30.19K | Jun 30, 26 | +8.93K | 0.04% |
| NewEdge Advisors, LLC | 28.87K | Jun 30, 26 | +8.98K | 0.04% |
| Sanctuary Advisors, LLC | 28.02K | Jun 30, 26 | +2.76K | 0.04% |
| Stratos Wealth Partners, LTD. | 26.68K | Jun 30, 26 | +697 | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 26.61K | Jun 30, 26 | +331 | 0.04% |
| Diversify Advisory Services, LLC | 26.61K | Jun 30, 26 | +26.61K | 0.04% |
| Arkadios Wealth Advisors | 26.59K | Jun 30, 26 | -96 | 0.04% |
| Wealthcare Capital Partners, LLC | 26.13K | Jun 30, 26 | +181 | 0.03% |
| LIBERTY WEALTH MANAGEMENT LLC | 24.38K | Jun 30, 26 | -- | 0.03% |
| Visionary Wealth Advisors | 23.64K | Jun 30, 26 | +6.37K | 0.03% |
| CI Private Wealth, LLC | 23.48K | Jun 30, 26 | -2.11K | 0.03% |
| CreativeOne Wealth, LLC | 22.83K | Jun 30, 26 | +873 | 0.03% |
| Concurrent Investment Advisors, LLC | 22.82K | Jun 30, 26 | +215 | 0.03% |
| Private Advisor Group, LLC | 22.70K | Jun 30, 26 | -4.18K | 0.03% |
| Chicago Partners Investment Group LLC | 22.31K | Jun 30, 26 | +8.58K | 0.03% |
| Banque Cantonale Vaudoise | 22.28K | Jun 30, 26 | +2.37K | 0.03% |
| EVOLUTION WEALTH MANAGEMENT INC. | 22.19K | Jun 30, 26 | +6.62K | 0.03% |
| S&A Financial Services, Inc. | 22.14K | Jun 30, 26 | +1.39K | 0.03% |
| Alpha Financial Partners, LLC | 21.64K | Jun 30, 26 | -172 | 0.03% |
| Cascade Financial Partners, LLC | 21.36K | Jun 30, 26 | -200 | 0.03% |
| FIFTH THIRD BANCORP | 21.34K | Jun 30, 26 | -2.21K | 0.03% |
| SCOTIA CAPITAL INC. | 21.15K | Jun 30, 26 | +4.34K | 0.03% |
| Evolution Wealth Advisors, LLC | 20.69K | Jun 30, 26 | +10.93K | 0.03% |
| Resources Investment Advisors, LLC. | 20.34K | Jun 30, 26 | +235 | 0.03% |
| Sovran Advisors, LLC | 20.16K | Jun 30, 26 | -380 | 0.03% |
| FIRST FOUNDATION ADVISORS | 20.14K | Jun 30, 26 | +20.14K | 0.03% |
| PKS Advisory Services, LLC | 19.11K | Jun 30, 26 | +10.79K | 0.03% |
| Colony Group, LLC | 19.10K | Jun 30, 26 | -2.41K | 0.03% |
| Kovack Advisors, Inc. | 18.92K | Jun 30, 26 | -249 | 0.03% |
| Merit Financial Group, LLC | 18.19K | Jun 30, 26 | +635 | 0.02% |
| Sound Financial Strategies Group, LLC | 18.14K | Jun 30, 26 | +408 | 0.02% |
| Elm3 Financial Group, LLC | 18.11K | Jun 30, 26 | -71 | 0.02% |
| Waterfront Wealth Inc. | 17.68K | Jun 30, 26 | +17.68K | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.55K | Jun 30, 26 | -463 | 0.02% |
| CITADEL ADVISORS LLC | 17.49K | Jun 30, 26 | +17.49K | 0.02% |
| PARK AVENUE SECURITIES LLC | 16.93K | Jun 30, 26 | -315 | 0.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16.74K | Jun 30, 26 | +49 | 0.02% |
| Hibernia Wealth Partners, LLC | 16.71K | Jun 30, 26 | -13.72K | 0.02% |
| Comprehensive Money Management Services LLC | 16.70K | Jun 30, 26 | -75 | 0.02% |
| Dynamic Advisor Solutions LLC | 16.70K | Jun 30, 26 | +5.53K | 0.02% |
| SAGESPRING WEALTH PARTNERS, LLC | 16.59K | Jun 30, 26 | -- | 0.02% |
| Insight Wealth Partners, LLC | 16.45K | Jun 30, 26 | +1.22K | 0.02% |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | 16.28K | Jun 30, 26 | +16.28K | 0.02% |
| Copia Wealth Management | 16.18K | Jun 30, 26 | -19 | 0.02% |
| Qube Research & Technologies Ltd | 16.13K | Jun 30, 26 | +774 | 0.02% |
| Apeiron RIA LLC | 16.04K | Jun 30, 26 | -3.43K | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 15.98K | Jun 30, 26 | +80 | 0.02% |
| TRUIST FINANCIAL CORP | 15.64K | Jun 30, 26 | +196 | 0.02% |
| Indivisible Partners | 15.22K | Jun 30, 26 | +971 | 0.02% |
| Kingsview Wealth Management, LLC | 15.19K | Jun 30, 26 | +7.06K | 0.02% |
| Werba Rubin Papier Wealth Management | 15.07K | Jun 30, 26 | +45 | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 15.04K | Jun 30, 26 | +9.18K | 0.02% |
| SWMG, LLC | 14.95K | Jun 30, 26 | +264 | 0.02% |
| NWF Advisory Services Inc. | 14.76K | Jun 30, 26 | -702 | 0.02% |
| SAXON INTERESTS, INC. | 14.23K | Jun 30, 26 | +2.33K | 0.02% |
| Avidian Wealth Solutions, LLC | 14.21K | Jun 30, 26 | -16.28K | 0.02% |
| Maia Wealth LLC | 14.18K | Jun 30, 26 | -1.52K | 0.02% |
| KICKSTAND VENTURES, LLC. | 13.83K | Jun 30, 26 | +172 | 0.02% |
| Financial Perspectives, Inc | 13.63K | Jun 30, 26 | -- | 0.02% |
| Lewis Asset Management, LLC | 13.05K | Jun 30, 26 | +658 | 0.02% |
| Balboa Wealth Partners | 12.77K | Jun 30, 26 | +616 | 0.02% |
| KPP Advisory Services LLC | 12.56K | Jun 30, 26 | -24 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 12.51K | Jun 30, 26 | +801 | 0.02% |
| Immaculate Wealth Management LLC | 12.46K | Jun 30, 26 | -113 | 0.02% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 12.16K | Jun 30, 26 | -661 | 0.02% |
| Creekside Partners | 12.15K | Jun 30, 26 | +6 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.10K | Jun 30, 26 | -24.23K | 0.02% |
| Riverbend Wealth Management, LLC | 12.05K | Jun 30, 26 | +525 | 0.02% |
| Pines Wealth Management, LLC | 11.67K | Jun 30, 26 | +532 | 0.02% |
| Apollon Wealth Management, LLC | 11.63K | Jun 30, 26 | -54 | 0.02% |
| Waverly Advisors, LLC | 11.59K | Jun 30, 26 | +102 | 0.02% |
| Moss Adams Wealth Advisors LLC | 11.59K | Jun 30, 26 | -1.67K | 0.02% |
| Sage Capital Management, LLC | 11.03K | Jun 30, 26 | +6 | 0.01% |
| AE Wealth Management LLC | 10.91K | Jun 30, 26 | +1.04K | 0.01% |
| Strategic Blueprint, LLC | 10.75K | Jun 30, 26 | +10.75K | 0.01% |
| Clifford Group, LLC | 10.67K | Jun 30, 26 | -1.46K | 0.01% |
| CLUNE & ASSOCIATES, LTD. | 10.61K | Jun 30, 26 | -1.27K | 0.01% |
| XTX Topco Ltd | 10.61K | Jun 30, 26 | +10.61K | 0.01% |
| First Heartland Consultants, Inc. | 10.59K | Jun 30, 26 | -349 | 0.01% |
| Allen Capital Group, LLC | 10.56K | Jun 30, 26 | -- | 0.01% |
| CENTRAL TRUST Co | 10.56K | Jun 30, 26 | -- | 0.01% |
| 180 WEALTH ADVISORS, LLC | 10.47K | Jun 30, 26 | +359 | 0.01% |
| Gotham Asset Management, LLC | 10.41K | Jun 30, 26 | +1.42K | 0.01% |
| Keebeck Wealth Management, LLC | 10.26K | Jun 30, 26 | -25 | 0.01% |
| Steward Partners Investment Advisory, LLC | 10.22K | Jun 30, 26 | -153 | 0.01% |
| TPG Advisors LLC | 10.21K | Jun 30, 26 | +296 | 0.01% |
| BANK OF MONTREAL /CAN/ | 10.21K | Jun 30, 26 | -100 | 0.01% |
| VestGen Advisors, LLC | 10.20K | Jun 30, 26 | -4 | 0.01% |
| NewEdge Wealth, LLC | 10.16K | Jun 30, 26 | +1.73K | 0.01% |
| TCI Wealth Advisors, Inc. | 10.15K | Jun 30, 26 | -- | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 10.04K | Jun 30, 26 | -463 | 0.01% |
| HRT FINANCIAL LP | 9.94K | Jun 30, 26 | +9.94K | 0.01% |
| Ronald Blue Trust, Inc. | 9.76K | Jun 30, 26 | -37 | 0.01% |
| Pinnacle Financial Partners, Inc. | 9.71K | Jun 30, 26 | +4.41K | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 9.58K | Jun 30, 26 | +5.18K | 0.01% |
| OVERSEA-CHINESE BANKING Corp Ltd | 9.45K | Jun 30, 26 | +9.45K | 0.01% |
| Strategic Financial Partners, Ltd. | 9.38K | Jun 30, 26 | +1.18K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 9.10K | Jun 30, 26 | -172 | 0.01% |
| Hilltop Holdings Inc. | 9.10K | Jun 30, 26 | +3.10K | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 9.06K | Jun 30, 26 | +9.06K | 0.01% |
| US BANCORP \DE\ | 9.00K | Jun 30, 26 | -85 | 0.01% |
| MGO ONE SEVEN LLC | 8.96K | Jun 30, 26 | +305 | 0.01% |
| FLOW TRADERS U.S. LLC | 8.94K | Jun 30, 26 | +8.94K | 0.01% |
| Steel Peak Wealth Management LLC | 8.85K | Jun 30, 26 | +1 | 0.01% |
| Summit Financial, LLC | 8.79K | Jun 30, 26 | +169 | 0.01% |
| ROMAN BUTLER FULLERTON & CO | 8.69K | Jun 30, 26 | +2 | 0.01% |
| EJMK Ventures LLC | 8.58K | Jun 30, 26 | -1.59K | 0.01% |
| HB Wealth Management, LLC | 8.52K | Jun 30, 26 | +162 | 0.01% |
| CHOREO, LLC | 8.15K | Jun 30, 26 | -830 | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 8.11K | Jun 30, 26 | +1.33K | 0.01% |
| MARINO, STRAM & ASSOCIATES LLC | 8.04K | Jun 30, 26 | -100 | 0.01% |
| Evergreen Wealth Solutions, LLC | 7.98K | Jun 30, 26 | +207 | 0.01% |
| Keystone Wealth Services, LLC | 7.96K | Jun 30, 26 | +2 | 0.01% |
| Icon Wealth Advisors, LLC | 7.90K | Jun 30, 26 | -21 | 0.01% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 7.69K | Jun 30, 26 | -- | 0.01% |
| Sage Mountain Advisors LLC | 7.68K | Jun 30, 26 | -- | 0.01% |
| Sigma Planning Corp | 7.63K | Jun 30, 26 | +81 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.47K | Jun 30, 26 | -1.57K | 0.01% |
| Quadrant Private Wealth Management, LLC | 7.44K | Jun 30, 26 | +1.02K | 0.01% |
| Columbus Macro, LLC | 7.40K | Jun 30, 26 | +924 | 0.01% |
| Lakeshore Financial Planning, Inc. | 7.33K | Jun 30, 26 | +253 | 0.01% |
| RMG Wealth Management LLC | 7.25K | Jun 30, 26 | +7.25K | 0.01% |
| Fiduciary Alliance LLC | 7.23K | Jun 30, 26 | +188 | 0.01% |
| Mutual Advisors, LLC | 7.21K | Jun 30, 26 | -612 | 0.01% |
| Federation des caisses Desjardins du Quebec | 7.17K | Jun 30, 26 | -- | 0.01% |
| BIP Wealth, LLC | 7.11K | Jun 30, 26 | +56 | 0.01% |
| Savvy Advisors, Inc. | 7.07K | Jun 30, 26 | +3.00K | 0.01% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 7.06K | Jun 30, 26 | +836 | 0.01% |
| Oak Barrel Wealth Advisory LLC | 6.90K | Jun 30, 26 | +6.90K | 0.01% |
| Narus Financial Partners, LLC | 6.88K | Jun 30, 26 | +6.88K | 0.01% |
| SHEETS SMITH WEALTH MANAGEMENT | 6.85K | Jun 30, 26 | -- | 0.01% |
| Sun Group Wealth Partners | 6.72K | Jun 30, 26 | -226 | 0.01% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 6.68K | Jun 30, 26 | -2.44K | 0.01% |
| BEACON FINANCIAL GROUP | 6.66K | Jun 30, 26 | -5 | 0.01% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.65K | Jun 30, 26 | -1.35K | 0.01% |
| Capstone Financial Advisors, Inc. | 6.60K | Jun 30, 26 | +19 | 0.01% |
| Moors & Cabot, Inc. | 6.59K | Jun 30, 26 | -335 | 0.01% |
| Proactive Wealth Strategies LLC | 6.57K | Jun 30, 26 | +20 | 0.01% |
| OpenArc Corporate Advisory, LLC | 6.54K | Jun 30, 26 | -158 | 0.01% |
| IEQ CAPITAL, LLC | 6.49K | Jun 30, 26 | -6 | 0.01% |
| TSA Wealth Managment LLC | 6.41K | Jun 30, 26 | -178 | 0.01% |
| Essex Financial Services, Inc. | 6.41K | Jun 30, 26 | +9 | 0.01% |
| CoreCap Advisors, LLC | 6.40K | Jun 30, 26 | -520 | 0.01% |
| Concorde Asset Management, LLC | 6.33K | Jun 30, 26 | +161 | 0.01% |
| Mainstream Capital Management LLC | 6.31K | Jun 30, 26 | -130 | 0.01% |
| Quantinno Capital Management LP | 6.22K | Jun 30, 26 | +1.44K | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6.22K | Jun 30, 26 | +18 | 0.01% |
| Allworth Financial LP | 6.15K | Jun 30, 26 | -699 | 0.01% |
| Beacon Pointe Advisors, LLC | 6.13K | Jun 30, 26 | +920 | 0.01% |
| One Wealth Advisors, LLC | 6.09K | Jun 30, 26 | -193 | 0.01% |
| NBC SECURITIES, INC. | 6.03K | Jun 30, 26 | -- | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 6.01K | Jun 30, 26 | +51 | 0.01% |
| Horst & Graben Wealth Management LLC | 6.01K | Jun 30, 26 | -73 | 0.01% |
| Cypress Wealth Services, LLC | 5.96K | Jun 30, 26 | -1.83K | 0.01% |
| Asempa Wealth Advisors | 5.89K | Jun 30, 26 | +10 | 0.01% |
| NORTHERN TRUST CORP | 5.81K | Jun 30, 26 | +69 | 0.01% |
| TENET WEALTH PARTNERS, LLC | 5.77K | Jun 30, 26 | +5.77K | 0.01% |
| Global Retirement Partners, LLC | 5.70K | Jun 30, 26 | +5.70K | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.59K | Jun 30, 26 | -159 | 0.01% |
| Prospera Financial Services Inc | 5.55K | Jun 30, 26 | +1.02K | 0.01% |
| Sovereign Financial Group, Inc. | 5.51K | Jun 30, 26 | -- | 0.01% |
| Magnus Financial Group LLC | 5.47K | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.44K | Jun 30, 26 | +1.33K | 0.01% |
| J. Mark Nickell & Co. | 5.42K | Jun 30, 26 | +115 | 0.01% |
| Calder Financial LLC | 5.32K | Jun 30, 26 | +92 | 0.01% |
| Sharkey, Howes & Javer | 5.23K | Jun 30, 26 | -- | 0.01% |
| LaFleur & Godfrey LLC | 5.22K | Jun 30, 26 | +291 | 0.01% |
| Buckingham Strategic Partners | 5.15K | Jun 30, 26 | -614 | 0.01% |
| Parallel Advisors, LLC | 5.13K | Jun 30, 26 | +595 | 0.01% |
| Robertson Stephens Wealth Management, LLC | 5.11K | Jun 30, 26 | -800 | 0.01% |
| Marks Group Wealth Management, Inc | 4.92K | Jun 30, 26 | -- | 0.01% |
| Scarborough Advisors, LLC | 4.90K | Jun 30, 26 | -139 | 0.01% |
| MONECO Advisors, LLC | 4.76K | Jun 30, 26 | +4.76K | 0.01% |
| West Wealth Group, LLC | 4.70K | Jun 30, 26 | +14 | 0.01% |
| Donalies Financial Planning, LLC | 4.64K | Jun 30, 26 | -236 | 0.01% |
| Perigon Wealth Management, LLC | 4.64K | Jun 30, 26 | +397 | 0.01% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4.59K | Jun 30, 26 | -1 | 0.01% |
| FIRST HORIZON CORP | 4.59K | Jun 30, 26 | +487 | 0.01% |
| Wealth Management Associates, Inc. | 4.58K | Jun 30, 26 | -- | 0.01% |
| Atria Investments, Inc | 4.48K | Jun 30, 26 | +179 | 0.01% |
| Apollon Financial, LLC | 4.46K | Jun 30, 26 | -- | 0.01% |
| Ridgeline Wealth, LLC | 4.44K | Jun 30, 26 | -84 | 0.01% |
| Cladis Investment Advisory, LLC | 4.30K | Jun 30, 26 | -- | 0.01% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 4.23K | Jun 30, 26 | -- | 0.01% |
| OPPENHEIMER & CO INC | 4.17K | Jun 30, 26 | -160 | 0.01% |
| CENTAURUS FINANCIAL, INC. | 4.17K | Jun 30, 26 | -3.32K | 0.01% |
| Firestone Capital Management | 4.06K | Jun 30, 26 | -- | 0.01% |
| D.A. DAVIDSON & CO. | 4.04K | Jun 30, 26 | +336 | 0.01% |
| Yukon Wealth Management, Inc. | 4.01K | Jun 30, 26 | -399 | 0.01% |
| Trek Financial, LLC | 4.00K | Jun 30, 26 | +4.00K | 0.01% |
| Brookstone Capital Management | 3.94K | Jun 30, 26 | +20 | 0.01% |
| CATHY PARETO & ASSOCIATES, INC | 3.87K | Jun 30, 26 | +12 | 0.01% |
| J. Safra Sarasin Holding AG | 3.85K | Jun 30, 26 | -- | 0.01% |
| United Advisor Group, LLC | 3.79K | Jun 30, 26 | +83 | 0.01% |
| Vawter Financial, Ltd. | 3.67K | Jun 30, 26 | -- | 0.00% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 3.60K | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 3.56K | Jun 30, 26 | -462 | 0.00% |
| Liberty Atlantic Advisors LLC | 3.51K | Jun 30, 26 | -50 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 3.46K | Jun 30, 26 | +10 | 0.00% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 3.45K | Jun 30, 26 | +3.45K | 0.00% |
| Midwest Heritage Bank, FSB | 3.42K | Jun 30, 26 | +3.42K | 0.00% |
| CFS Investment Advisory Services, LLC | 3.41K | Jun 30, 26 | -334 | 0.00% |
| Gladstone Institutional Advisory LLC | 3.40K | Jun 30, 26 | +3.40K | 0.00% |
| Tempo Wealth, LLC | 3.37K | Jun 30, 26 | +3.37K | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 3.36K | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 3.36K | Jun 30, 26 | +1.18K | 0.00% |
| MCIA Inc | 3.34K | Jun 30, 26 | +30 | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 3.13K | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 3.05K | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 3.04K | Jun 30, 26 | -154 | 0.00% |
| PRIVATE TRUST CO NA | 2.95K | Jun 30, 26 | +540 | 0.00% |
| BlackRock, Inc. | 2.79K | Jun 30, 26 | +607 | 0.00% |
| SOA Wealth Advisors, LLC. | 2.79K | Jun 30, 26 | +8 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 2.78K | Jun 30, 26 | +1.64K | 0.00% |
| Physician Wealth Advisors, Inc. | 2.73K | Jun 30, 26 | -23 | 0.00% |
| Mascoma Wealth Management LLC | 2.63K | Jun 30, 26 | -98 | 0.00% |
| ASSETMARK, INC | 2.60K | Jun 30, 26 | +1.05K | 0.00% |
| Provenance Wealth Advisors, LLC | 2.46K | Jun 30, 26 | +318 | 0.00% |
| Medallion Wealth Advisors, LLC | 2.23K | Jun 30, 26 | -14 | 0.00% |
| VIMA LLC | 2.20K | Jun 30, 26 | +2.20K | 0.00% |
| Midwest Capital Advisors, LLC | 2.14K | Jun 30, 26 | -5 | 0.00% |
| Kilter Group LLC | 2.13K | Jun 30, 26 | -- | 0.00% |
| Grove Bank & Trust | 2.00K | Jun 30, 26 | -- | 0.00% |
| Activest Wealth Management | 1.90K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 1.69K | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1.52K | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 1.51K | Jun 30, 26 | -- | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 1.44K | Jun 30, 26 | +592 | 0.00% |
| WealthShield Partners, LLC | 1.43K | Jun 30, 26 | -419 | 0.00% |
| Mosley Wealth Management | 1.39K | Jun 30, 26 | -5.30K | 0.00% |
| CULLEN/FROST BANKERS, INC. | 1.38K | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 1.33K | Jun 30, 26 | +705 | 0.00% |
| Cherry Tree Wealth Management, LLC | 1.30K | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 1.27K | Jun 30, 26 | -343 | 0.00% |
| EverSource Wealth Advisors, LLC | 1.25K | Jun 30, 26 | -485 | 0.00% |
| Clearstead Trust, LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 1.17K | Jun 30, 26 | +1 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.16K | Jun 30, 26 | -65 | 0.00% |
| Capital Investment Advisory Services, LLC | 1.16K | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 1.15K | Jun 30, 26 | -151 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 1.07K | Jun 30, 26 | +3 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1.06K | Jun 30, 26 | +1.06K | 0.00% |
| Cornerstone Planning Group LLC | 1.05K | Jun 30, 26 | +3 | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| CHAPMAN FINANCIAL GROUP, LLC | 946 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 927 | Jun 30, 26 | +3 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 901 | Jun 30, 26 | -- | 0.00% |
| AMERICAN NATIONAL BANK | 789 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 781 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 688 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 672 | Jun 30, 26 | -432 | 0.00% |
| Arlington Trust Co LLC | 648 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 642 | Jun 30, 26 | -150 | 0.00% |
| N.E.W. Advisory Services LLC | 575 | Jun 30, 26 | +435 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 560 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 536 | Jun 30, 26 | -- | 0.00% |
| Aventura Private Wealth, LLC | 532 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 506 | Jun 30, 26 | -- | 0.00% |
| Robinswood Financial LLC | 482 | Jun 30, 26 | +482 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 477 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 456 | Jun 30, 26 | +456 | 0.00% |
| IFG Advisory, LLC | 425 | Jun 30, 26 | +425 | 0.00% |
| Washington Trust Advisors, Inc. | 424 | Jun 30, 26 | +424 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 415 | Jun 30, 26 | -240 | 0.00% |
| North Star Investment Management Corp. | 415 | Jun 30, 26 | -293 | 0.00% |
| Balentine LLC | 409 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 409 | Jun 30, 26 | -51 | 0.00% |
| FRANKLIN RESOURCES INC | 400 | Jun 30, 26 | +400 | 0.00% |
| Dunhill Financial, LLC | 390 | Jun 30, 26 | +352 | 0.00% |
| Murphy & Mullick Capital Management Corp | 384 | Jun 30, 26 | +1 | 0.00% |
| Corsicana & Co. | 346 | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 315 | Jun 30, 26 | -- | 0.00% |
| PlanVest Financial, Inc | 305 | Jun 30, 26 | +305 | 0.00% |
| BARD ASSOCIATES INC | 300 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 300 | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 290 | Jun 30, 26 | +290 | 0.00% |
| AlphaCore Capital LLC | 264 | Jun 30, 26 | -18 | 0.00% |
| LifeSteps Financial, Inc. | 251 | Jun 30, 26 | +251 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 251 | Jun 30, 26 | -- | 0.00% |
| Investment Research & Advisory Group, Inc. | 238 | Jun 30, 26 | +238 | 0.00% |
| JNBA Financial Advisors | 221 | Jun 30, 26 | -- | 0.00% |
| ORG Wealth Partners, LLC | 205 | Jun 30, 26 | -- | 0.00% |
| Basecamp Wealth Advisors LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Heritage Wealth Advisors | 187 | Jun 30, 26 | +187 | 0.00% |
| Financial Gravity Companies, Inc. | 181 | Jun 30, 26 | +181 | 0.00% |
| Gleason Group, Inc. | 179 | Jun 30, 26 | -- | 0.00% |
| Gould Capital, LLC | 175 | Jun 30, 26 | +175 | 0.00% |
| Keystone Financial Group, Inc. | 169 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 160 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 152 | Jun 30, 26 | +11 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 143 | Jun 30, 26 | +12 | 0.00% |
| CITY HOLDING CO | 115 | Jun 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 113 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 113 | Jun 30, 26 | -- | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 111 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 103 | Jun 30, 26 | -253 | 0.00% |
| Anchor Investment Management, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 97 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 86 | Jun 30, 26 | +1 | 0.00% |
| JDM Financial Group LLC | 86 | Jun 30, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 79 | Jun 30, 26 | +1 | 0.00% |
| Godfrey Financial Associates, Inc. | 78 | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 74 | Jun 30, 26 | -- | 0.00% |
| Timbuktu Capital Management, LLC | 73 | Jun 30, 26 | +73 | 0.00% |
| First Bancorp, Inc /ME/ | 71 | Jun 30, 26 | +71 | 0.00% |
| Bogart Wealth, LLC | 70 | Jun 30, 26 | -- | 0.00% |
| Stone House Investment Management, LLC | 69 | Jun 30, 26 | -1 | 0.00% |
| Key FInancial Inc | 69 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 64 | Jun 30, 26 | +64 | 0.00% |
| MCF Advisors LLC | 62 | Jun 30, 26 | +62 | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 54 | Jun 30, 26 | +54 | 0.00% |
| High Note Wealth, LLC | 51 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 49 | Jun 30, 26 | +49 | 0.00% |
| High Point Wealth Management, LLC | 47 | Jun 30, 26 | +47 | 0.00% |
| TSFG, LLC | 46 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 37 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 36 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 34 | Jun 30, 26 | -43 | 0.00% |
| SHP Wealth Management | 32 | Jun 30, 26 | +32 | 0.00% |
| NBT BANK N A /NY | 30 | Jun 30, 26 | -605 | 0.00% |
| Downshift Financial, LLC | 30 | Jun 30, 26 | +30 | 0.00% |
| AdvisorNet Financial, Inc | 28 | Jun 30, 26 | -127 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 26 | Jun 30, 26 | -- | 0.00% |
| WealthCollab, LLC | 25 | Jun 30, 26 | +25 | 0.00% |
| WEST PACES ADVISORS INC. | 22 | Jun 30, 26 | +22 | 0.00% |
| SIGNATUREFD, LLC | 22 | Jun 30, 26 | -- | 0.00% |
| MASECO LLP | 21 | Jun 30, 26 | +21 | 0.00% |
| Retirement Wealth Solutions LLC | 20 | Jun 30, 26 | -1 | 0.00% |
| Glassman Wealth Services | 20 | Jun 30, 26 | +20 | 0.00% |
| Continuum Advisory, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| ALERUS FINANCIAL NA | 16 | Jun 30, 26 | -- | 0.00% |
| Hilton Head Capital Partners, LLC | 15 | Jun 30, 26 | -15 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 14 | Jun 30, 26 | -35 | 0.00% |
| Caitlin John, LLC | 13 | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 13 | Jun 30, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 13 | Jun 30, 26 | -- | 0.00% |
| Imprint Wealth LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Meramec Financial Planners, LLC | 11 | Jun 30, 26 | -1 | 0.00% |
| Allspring Global Investments Holdings, LLC | 8 | Jun 30, 26 | -- | 0.00% |
| Mechanics Financial Corp | 7 | Jun 30, 26 | +7 | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 2 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 2 | Jun 30, 26 | -191 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Paller Financial Services Inc | -- | Jun 30, 26 | -59.95K | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -1.43K | -- |
| Yakira Capital Management, Inc. | -- | Jun 30, 26 | -20.54K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -11.31K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.30K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -2.69K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -43 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -701 | -- |
| EASTERN BANK | -- | Jun 30, 26 | -27 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -5.55K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -23.83K | -- |
| PFG Advisors | -- | Jun 30, 26 | -3.98K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -4.20K | -- |
| WealthPlan Investment Management, LLC | -- | Jun 30, 26 | -3.61K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.25K | -- |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | -- | Jun 30, 26 | -24 | -- |
| PRELUDE CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -5.00K | -- |
| Fortitude Financial, LLC | -- | Jun 30, 26 | -3.63K | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -46 | -- |
| Basepoint Wealth LLC | -- | Jun 30, 26 | -34 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -1.69K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -446 | -- |
| FIRST COMMUNITY TRUST NA | -- | Jun 30, 26 | -37 | -- |
| CWM, LLC | 46.23K | Mar 31, 26 | -2.57K | 0.06% |
| U.S. Capital Wealth Advisors, LLC | 45.13K | Mar 31, 26 | -1.20K | 0.06% |
| Sunbelt Securities, Inc. | 27.46K | Mar 31, 26 | +5.06K | 0.04% |
| JOURNEY STRATEGIC WEALTH LLC | 4.71K | Mar 31, 26 | -242 | 0.01% |
| Atomic Invest LLC | 1.27K | Mar 31, 26 | +938 | 0.00% |
| Financial Gravity Asset Management, Inc. | 181 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 18.45K | Dec 31, 25 | -5.75K | 0.02% |
| Northwest Capital Management Inc | 2.81K | Dec 31, 25 | -9.57K | 0.00% |
| Atomic Invest LLC | 334 | Dec 31, 25 | +334 | 0.00% |
| McCarthy & Cox | -- | Dec 31, 25 | -4.47K | -- |
| CIBC Private Wealth Group, LLC | -- | Dec 31, 25 | -23 | -- |
| Touchstone Capital, Inc. | 334.78K | Sep 30, 25 | +334.78K | 0.44% |
| GRIES FINANCIAL LLC | 10.41K | Sep 30, 25 | -- | 0.01% |
| Congress Wealth Management LLC / DE / | 150.99K | Jun 30, 25 | +136.26K | 0.20% |
| Elios Financial Group Inc. | 129.18K | Jun 30, 25 | -4.96K | 0.17% |
| AVANTAX ADVISORY SERVICES, INC. | 39.80K | Jun 30, 25 | +16.19K | 0.05% |
| Atria Wealth Solutions, Inc. | 35.96K | Jun 30, 25 | +2.86K | 0.05% |
| Graypoint LLC | 19.57K | Jun 30, 25 | -- | 0.03% |
| SUMMIT INVESTMENT ADVISORS, INC. | 6.50K | Jun 30, 25 | +25 | 0.01% |
| First Horizon Advisors, Inc. | 4.33K | Jun 30, 25 | -- | 0.01% |
| Centricity Wealth Management, LLC | 909 | Jun 30, 25 | -- | 0.00% |
| Capital A Wealth Management, LLC | 133 | Jun 30, 25 | +85 | 0.00% |
| Semmax Financial Advisors Inc. | 1 | Jun 30, 25 | -1 | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | Jun 30, 25 | +1 | 0.00% |
| Orion Portfolio Solutions, LLC | 50.56K | Mar 31, 25 | -- | 0.07% |
| Proquility Private Wealth Partners, LLC | 30.78K | Mar 31, 25 | +12.00K | 0.04% |
| Lane & Associates LLC | 6.53K | Mar 31, 25 | -14.14K | 0.01% |
| Sandy Spring Bank | 1.69K | Mar 31, 25 | -- | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 290 | Mar 31, 25 | -- | 0.00% |
| Spectrum Wealth Counsel, LLC | -- | Mar 31, 25 | -41.72K | -- |
| Maxwell Wealth Strategies Inc. | 14.46K | Dec 31, 24 | +550 | 0.02% |
| Anchor Pointe Wealth Management, LLC | 5.03K | Dec 31, 24 | +5.03K | 0.01% |
| WR Wealth Planners, LLC | 1.49K | Dec 31, 24 | -1.77K | 0.00% |
| CRITERION CAPITAL ADVISORS, LLC | 803 | Dec 31, 24 | -- | 0.00% |
| Zions Bancorporation, N.A. | 778 | Dec 31, 24 | -- | 0.00% |
| WINTRUST INVESTMENTS LLC | 683 | Dec 31, 24 | -9.39K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 200 | Dec 31, 24 | -107 | 0.00% |
| Sugarloaf Wealth Management, LLC | 157 | Dec 31, 24 | -4 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 233.65K | Sep 30, 24 | +14.96K | 0.31% |
| Alera Investment Advisors, LLC | 118.27K | Sep 30, 24 | +2.00K | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 80.44K | Sep 30, 24 | +10.59K | 0.11% |
| TNF LLC | 34.63K | Sep 30, 24 | -381 | 0.05% |
| All Season Financial Advisors, Inc. | 8.90K | Sep 30, 24 | +8.90K | 0.01% |
| FinTrust Capital Advisors, LLC | 876 | Sep 30, 24 | -130 | 0.00% |
| Family Asset Management, LLC | 109 | Sep 30, 24 | -- | 0.00% |
| Peterson Financial Group, Inc. | 28 | Sep 30, 24 | +28 | 0.00% |
| BlackRock Inc. | 880.04K | Jun 30, 24 | +6.38K | 1.16% |
| Arden Trust Co | 128.65K | Jun 30, 24 | -854 | 0.17% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 8.69K | Jun 30, 24 | +149 | 0.01% |
| JANICZEK WEALTH MANAGEMENT, LLC | 122 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | 50 | Jun 30, 24 | -664 | 0.00% |
| Cetera Advisor Networks LLC | 249.05K | Mar 31, 24 | -6.38K | 0.33% |
| Cetera Advisors LLC | 84.28K | Mar 31, 24 | +22.39K | 0.11% |
| Derbend Asset Management | 35.95K | Mar 31, 24 | +2.90K | 0.05% |
| Atlas Private Wealth Management | -- | Mar 31, 24 | -18.85K | -- |
| WEALTHSOURCE PARTNERS, LLC | 149.70K | Dec 31, 23 | -11.75K | 0.20% |
| Day & Ennis, LLC | 39.82K | Dec 31, 23 | -1.06K | 0.05% |
| FOCUS FINANCIAL NETWORK INC /ADV | 36.16K | Dec 31, 23 | +36.16K | 0.05% |
| DFPG INVESTMENTS, LLC | 28.70K | Dec 31, 23 | +1.75K | 0.04% |
| Baystate Wealth Management LLC | 23.14K | Dec 31, 23 | +2.89K | 0.03% |
| PROVENCE WEALTH MANAGEMENT GROUP | 10.07K | Dec 31, 23 | -1.47K | 0.01% |
| Simplicity Solutions, LLC | 8.36K | Dec 31, 23 | +1.49K | 0.01% |
| Column Capital Advisors, LLC | 146.77K | Sep 30, 23 | +20.80K | 0.19% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 82.64K | Sep 30, 23 | -11.87K | 0.11% |
| Icon Wealth Partners, LLC | 62.26K | Sep 30, 23 | +1.68K | 0.08% |
| COMERICA SECURITIES,INC. | 22.35K | Sep 30, 23 | +451 | 0.03% |
| Truadvice, LLC | -- | Sep 30, 23 | -7.91K | -- |
| Intercontinental Wealth Advisors, LLC | 27.64K | Jun 30, 23 | -360 | 0.04% |
| Ten Capital Wealth Advisors, LLC | 11.00K | Jun 30, 23 | +3.89K | 0.01% |
| Lumature Wealth Partners, LLC | 1.49K | Jun 30, 23 | +468 | 0.00% |
| TimeScale Financial, Inc. | 1.46K | Jun 30, 23 | +669 | 0.00% |
| BDO Wealth Advisors, LLC | 100 | Jun 30, 23 | -- | 0.00% |
| BMS Financial Advisors, LLC | -- | Jun 30, 23 | -10.39K | -- |
| PICTET ASSET MANAGEMENT SA | -- | Jun 30, 23 | -1.16M | -- |
| Ahrens Investment Partners LLC | 50 | Mar 31, 23 | +50 | 0.00% |
| Sargent Bickham Lagudis LLC | 26.21K | Dec 31, 22 | +26.21K | 0.03% |
| TRUSTCORE FINANCIAL SERVICES, LLC | -- | Dec 31, 22 | -6 | -- |
| Burleson & Company, LLC | -- | Dec 31, 22 | -1.03K | -- |
| Momentum Advisors, LLC | -- | Dec 31, 22 | -6.48K | -- |
| 55I, LLC | 587.69K | Sep 30, 22 | -308.81K | 0.78% |
| Spectrum Management Group, LLC | 74.46K | Sep 30, 22 | +29.52K | 0.10% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14.99K | Sep 30, 22 | +977 | 0.02% |
| American Portfolios Advisors | 6.40K | Sep 30, 22 | -527 | 0.01% |
| Strategic Asset Management, LLC | 3.94K | Sep 30, 22 | +3.89K | 0.01% |
| Pinnacle Private Wealth, LLC | 38.23K | Jun 30, 22 | -327 | 0.05% |
| HYA Advisors, Inc | 32.08K | Jun 30, 22 | +32.08K | 0.04% |
| Titus Wealth Management | 6.35K | Jun 30, 22 | -1.58K | 0.01% |
| Private Capital Group, LLC | 189 | Jun 30, 22 | +189 | 0.00% |
| NEXT Financial Group, Inc | 609 | Dec 31, 21 | +145 | 0.00% |
| PICTET ASSET MANAGEMENT LTD | 293.99K | Jun 30, 21 | +293.99K | 0.39% |
| USCA RIA LLC | 12.65K | Jun 30, 21 | +12.65K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.44K | Dec 31, 19 | -50 | 0.00% |
| Advisor Group, Inc. | 185 | Dec 31, 19 | +185 | 0.00% |