iShares Morningstar Growth ETF(ILCG)

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iShares Morningstar Growth ETF(ILCG)

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ILCG(ILCG)

ILCG

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Institutional Ownership

Top 454 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.26M	Jun 30, 26	-34.55K	4.48%
MORGAN STANLEY	1.11M	Jun 30, 26	+19.57K	3.95%
ENVESTNET ASSET MANAGEMENT INC	1.02M	Jun 30, 26	+424.10K	3.64%
Clearstead Trust, LLC	734.04K	Jun 30, 26	+176.17K	2.61%
WELLS FARGO & COMPANY/MN	724.90K	Jun 30, 26	+32.47K	2.58%
Cetera Investment Advisers	695.13K	Jun 30, 26	+99.03K	2.47%
AMERIPRISE FINANCIAL INC	674.39K	Jun 30, 26	+332.05K	2.40%
FAS Wealth Partners, Inc.	623.51K	Jun 30, 26	+30.66K	2.22%
B&D White Capital Company, LLC	471.43K	Jun 30, 26	+124.00K	1.68%
JPMORGAN CHASE & CO	454.14K	Jun 30, 26	+29.57K	1.62%
BANK OF AMERICA CORP /DE/	415.11K	Jun 30, 26	-36.01K	1.48%
Wealthspire Advisors, LLC	395.29K	Jun 30, 26	+390.66K	1.41%
RAYMOND JAMES FINANCIAL INC	372.37K	Jun 30, 26	+18.51K	1.32%
COMMONWEALTH EQUITY SERVICES, LLC	312.67K	Jun 30, 26	+1.51K	1.11%
ADVISOR GROUP HOLDINGS, INC.	292.20K	Jun 30, 26	+42.17K	1.04%
MML INVESTORS SERVICES, LLC	288.31K	Jun 30, 26	+46.21K	1.03%
McKinley Carter Wealth Services, Inc.	279.19K	Jun 30, 26	+8.39K	0.99%
UBS Group AG	208.37K	Jun 30, 26	-7.51K	0.74%
Phoenix Holdings Ltd.	200.00K	Jun 30, 26	--	0.71%
Goodman Advisory Group, LLC	171.76K	Jun 30, 26	+171.14K	0.61%
PARK AVENUE SECURITIES LLC	170.93K	Jun 30, 26	+64.99K	0.61%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	164.40K	Jun 30, 26	+8.52K	0.58%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	141.72K	Jun 30, 26	-1.04K	0.50%
Rockefeller Capital Management L.P.	133.59K	Jun 30, 26	-2.78K	0.48%
LongView Wealth Management	128.56K	Jun 30, 26	-7.54K	0.46%
Prime Capital Investment Advisors, LLC	125.75K	Jun 30, 26	+3.60K	0.45%
ROYAL BANK OF CANADA	110.09K	Jun 30, 26	+13.67K	0.39%
Cornerstone Wealth Management, LLC	107.88K	Jun 30, 26	-1.82K	0.38%
Bank of New York Mellon Corp	99.92K	Jun 30, 26	+28.68K	0.36%
WIN ADVISORS, INC	96.48K	Jun 30, 26	+96.48K	0.34%
CI Private Wealth, LLC	96.44K	Jun 30, 26	-31.24K	0.34%
Investors Research Corp	91.31K	Jun 30, 26	+462	0.32%
Private Advisor Group, LLC	87.64K	Jun 30, 26	+57.91K	0.31%
CAPTRUST FINANCIAL ADVISORS	85.08K	Jun 30, 26	+90	0.30%
Mariner, LLC	77.53K	Jun 30, 26	-64.81K	0.28%
Cambridge Investment Research Advisors, Inc.	76.75K	Jun 30, 26	+3.71K	0.27%
White Pine Investment CO	74.34K	Jun 30, 26	+1.31K	0.26%
Marietta Wealth Management, LLC	70.02K	Jun 30, 26	-355	0.25%
WILEY BROS.-AINTREE CAPITAL, LLC	68.24K	Jun 30, 26	+3.78K	0.24%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	64.73K	Jun 30, 26	+351	0.23%
Arcadia Wealth Management, LLC	61.20K	Jun 30, 26	+9.04K	0.22%
Aptus Capital Advisors, LLC	60.34K	Jun 30, 26	-814	0.21%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	59.98K	Jun 30, 26	-32.02K	0.21%
Sunburst Financial Group, LLC	58.54K	Jun 30, 26	-815	0.21%
IHT Wealth Management, LLC	57.53K	Jun 30, 26	-399	0.20%
Merit Financial Group, LLC	56.66K	Jun 30, 26	+2.44K	0.20%
JOHNSON INVESTMENT COUNSEL INC	52.90K	Jun 30, 26	-527	0.19%
Ipsen Advisor Group LLC	52.86K	Jun 30, 26	+34	0.19%
Steward Partners Investment Advisory, LLC	52.50K	Jun 30, 26	-891	0.19%
Creative Planning	47.90K	Jun 30, 26	+6.49K	0.17%
Corsicana & Co.	45.29K	Jun 30, 26	+4.15K	0.16%
Sanctuary Advisors, LLC	44.89K	Jun 30, 26	+4.09K	0.16%
Northwest Wealth Advisors, LLC	43.59K	Jun 30, 26	+3.17K	0.16%
Elevation Capital Advisory, LLC	43.10K	Jun 30, 26	+1.58K	0.15%
FMR LLC	42.40K	Jun 30, 26	+4.02K	0.15%
AMERICAN FINANCIAL & TAX STRATEGIES INC	42.02K	Jun 30, 26	-7.54K	0.15%
Retirement Planning Group	41.75K	Jun 30, 26	-90	0.15%
Madison Wealth Partners, Inc	40.98K	Jun 30, 26	-102	0.15%
TWIN FOCUS CAPITAL PARTNERS, LLC	35.57K	Jun 30, 26	--	0.13%
Brinker Capital Investments, LLC	35.56K	Jun 30, 26	+5.49K	0.13%
Advisory Services Network, LLC	34.17K	Jun 30, 26	+5.39K	0.12%
ASSETMARK, INC	33.91K	Jun 30, 26	+8.98K	0.12%
Bawa N Mallick Trust	32.86K	Jun 30, 26	--	0.12%
CITIGROUP INC	32.21K	Jun 30, 26	-512	0.11%
Brand Asset Management Group, Inc.	32.12K	Jun 30, 26	-440	0.11%
VestGen Advisors, LLC	31.28K	Jun 30, 26	-17	0.11%
MONEY CONCEPTS CAPITAL CORP	31.09K	Jun 30, 26	-13.45K	0.11%
STIFEL FINANCIAL CORP	30.92K	Jun 30, 26	+3.36K	0.11%
GenWealth Group, Inc.	30.49K	Jun 30, 26	-735	0.11%
Savant Capital, LLC	29.35K	Jun 30, 26	+2.58K	0.10%
STEINBERGANNA WEALTH MANAGEMENT	29.15K	Jun 30, 26	-17	0.10%
Kestra Advisory Services, LLC	28.12K	Jun 30, 26	+5.48K	0.10%
Hershey Financial Advisers, LLC	27.02K	Jun 30, 26	+16.13K	0.10%
Farther Finance Advisors, LLC	26.84K	Jun 30, 26	-4.33K	0.10%
Asempa Wealth Advisors	26.56K	Jun 30, 26	+2.30K	0.09%
JONES FINANCIAL COMPANIES LLLP	26.37K	Jun 30, 26	+1.08K	0.09%
Financial Engines Advisors L.L.C.	25.33K	Jun 30, 26	-1.96K	0.09%
FLAGSHIP HARBOR ADVISORS, LLC	25.08K	Jun 30, 26	-1.18K	0.09%
Capital Advisors, Ltd. LLC	24.56K	Jun 30, 26	+341	0.09%
North Star Investment Management Corp.	24.06K	Jun 30, 26	--	0.09%
BASSO CAPITAL MANAGEMENT, L.P.	23.57K	Jun 30, 26	+23.57K	0.08%
Arkadios Wealth Advisors	23.05K	Jun 30, 26	-676	0.08%
Adviser Investments LLC	22.74K	Jun 30, 26	-1.05K	0.08%
Shira Ridge Wealth Management	22.12K	Jun 30, 26	-128	0.08%
Pinnacle Financial Group, LLC / IL	21.84K	Jun 30, 26	+2	0.08%
Geneos Wealth Management Inc.	21.81K	Jun 30, 26	+6.75K	0.08%
ROMAN BUTLER FULLERTON & CO	20.87K	Jun 30, 26	+6.13K	0.07%
Cape Investment Advisory, Inc.	20.37K	Jun 30, 26	-84	0.07%
Greykasell Wealth Strategies, Inc.	20.23K	Jun 30, 26	-131	0.07%
Beacon Financial Advisory LLC	19.44K	Jun 30, 26	+52	0.07%
Global Retirement Partners, LLC	18.35K	Jun 30, 26	+18.35K	0.07%
HighTower Advisors, LLC	18.34K	Jun 30, 26	-281	0.07%
Horst & Graben Wealth Management LLC	18.22K	Jun 30, 26	-3	0.06%
XML Financial, LLC	17.90K	Jun 30, 26	--	0.06%
Waterloo Capital, L.P.	17.84K	Jun 30, 26	+17.84K	0.06%
Prosperity Consulting Group, LLC	17.03K	Jun 30, 26	-206	0.06%
Key FInancial Inc	16.69K	Jun 30, 26	+1.65K	0.06%
Essex Financial Services, Inc.	16.57K	Jun 30, 26	+2	0.06%
Proactive Wealth Strategies LLC	16.51K	Jun 30, 26	-1.96K	0.06%
HRT FINANCIAL LP	16.45K	Jun 30, 26	+16.45K	0.06%
JIM SAULNIER & ASSOCIATES, LLC	16.37K	Jun 30, 26	-16.60K	0.06%
Gladstone Institutional Advisory LLC	15.94K	Jun 30, 26	+110	0.06%
Towerpoint Wealth, LLC	15.79K	Jun 30, 26	-114	0.06%
DAYMARK WEALTH PARTNERS, LLC	15.74K	Jun 30, 26	-3.51K	0.06%
KANE INVESTMENT MANAGEMENT, INC.	15.70K	Jun 30, 26	-1.11K	0.06%
Focus Financial Network, Inc.	15.59K	Jun 30, 26	-5.67K	0.06%
ABSOLUTE CAPITAL MANAGEMENT, LLC	15.57K	Jun 30, 26	+35	0.06%
Neuberger Berman Group LLC	15.56K	Jun 30, 26	--	0.06%
MERCER GLOBAL ADVISORS INC /ADV	15.51K	Jun 30, 26	-438	0.06%
CREATIVE FINANCIAL DESIGNS INC /ADV	15.46K	Jun 30, 26	+116	0.06%
NewEdge Advisors, LLC	15.19K	Jun 30, 26	-3.62K	0.05%
TRUIST FINANCIAL CORP	14.95K	Jun 30, 26	-64	0.05%
DAVENPORT & Co LLC	14.80K	Jun 30, 26	-13	0.05%
Gotham Asset Management, LLC	14.56K	Jun 30, 26	+14.56K	0.05%
Sigma Planning Corp	14.53K	Jun 30, 26	+20	0.05%
FIFTH THIRD BANCORP	14.15K	Jun 30, 26	-1.06K	0.05%
Kingsview Wealth Management, LLC	13.95K	Jun 30, 26	-896	0.05%
Atria Investments, Inc	13.61K	Jun 30, 26	+5.56K	0.05%
Greenspring Advisors, LLC	13.56K	Jun 30, 26	--	0.05%
Pinnacle Bancorp, Inc.	13.50K	Jun 30, 26	-5	0.05%
Envestnet Portfolio Solutions, Inc.	13.18K	Jun 30, 26	+6.99K	0.05%
IFG Advisory, LLC	13.16K	Jun 30, 26	+13.16K	0.05%
TWIN PEAKS WEALTH ADVISORS, LLC	13.14K	Jun 30, 26	+2.21K	0.05%
GWN SECURITIES INC.	13.05K	Jun 30, 26	-585	0.05%
MAI Capital Management	12.52K	Jun 30, 26	+10	0.04%
Csenge Advisory Group	12.33K	Jun 30, 26	-370	0.04%
Wealthcare Advisory Partners LLC	11.58K	Jun 30, 26	+1.43K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.54K	Jun 30, 26	-74	0.04%
Paragon Private Wealth Management, LLC	11.47K	Jun 30, 26	-2.40K	0.04%
OPPENHEIMER & CO INC	11.42K	Jun 30, 26	-313	0.04%
Integrated Wealth Concepts LLC	10.96K	Jun 30, 26	-898	0.04%
ANB BANK	10.81K	Jun 30, 26	+1.44K	0.04%
PRINCIPAL SECURITIES, INC.	10.34K	Jun 30, 26	-610	0.04%
NATIXIS ADVISORS, L.P.	10.27K	Jun 30, 26	+10.27K	0.04%
PKS Advisory Services, LLC	10.14K	Jun 30, 26	+10.14K	0.04%
Cooper Financial Group	9.67K	Jun 30, 26	+25	0.03%
Goldstein Advisors, LLC	9.57K	Jun 30, 26	+347	0.03%
Brio Consultants, LLC	9.25K	Jun 30, 26	-494	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9.23K	Jun 30, 26	+9.23K	0.03%
Indivisible Partners	9.20K	Jun 30, 26	-953	0.03%
Colony Group, LLC	9.10K	Jun 30, 26	-231	0.03%
JGP Wealth Management, LLC	9.10K	Jun 30, 26	-421	0.03%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	9.09K	Jun 30, 26	--	0.03%
Wealthquest Corp	9.09K	Jun 30, 26	-70	0.03%
PINNACLE ASSOCIATES LTD	8.65K	Jun 30, 26	+1	0.03%
Perennial Investment Advisors, LLC	8.64K	Jun 30, 26	+8.64K	0.03%
Livet Wealth, LLC	8.58K	Jun 30, 26	--	0.03%
Summit Financial, LLC	8.54K	Jun 30, 26	-82	0.03%
HB Wealth Management, LLC	8.47K	Jun 30, 26	+383	0.03%
Nvest Financial, LLC	8.41K	Jun 30, 26	--	0.03%
Rodgers & Associates, LTD	8.37K	Jun 30, 26	-5.07K	0.03%
Janney Montgomery Scott LLC	8.23K	Jun 30, 26	+602	0.03%
PRIVATE TRUST CO NA	8.09K	Jun 30, 26	--	0.03%
Cedar Point Capital Partners, LLC	8.00K	Jun 30, 26	+180	0.03%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	8.00K	Jun 30, 26	--	0.03%
ADELL HARRIMAN & CARPENTER INC	7.89K	Jun 30, 26	-1.03K	0.03%
CATALYST FINANCIAL PARTNERS LLC	7.85K	Jun 30, 26	--	0.03%
Summit Asset Management, LLC	7.84K	Jun 30, 26	-440	0.03%
GW HENSSLER & ASSOCIATES LTD	7.68K	Jun 30, 26	--	0.03%
Strategic Financial Concepts, LLC	7.67K	Jun 30, 26	-44.37K	0.03%
HHM Wealth Advisors, LLC	7.63K	Jun 30, 26	--	0.03%
LRI Investments, LLC	7.23K	Jun 30, 26	--	0.03%
BlackRock, Inc.	7.08K	Jun 30, 26	+339	0.03%
Drake & Associates, LLC	7.03K	Jun 30, 26	-195	0.03%
Fortune 45 LLC	6.94K	Jun 30, 26	--	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	6.89K	Jun 30, 26	--	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	6.87K	Jun 30, 26	-12.28K	0.02%
INVESTED ADVISORS	6.84K	Jun 30, 26	+1.43K	0.02%
Vision Capital Management, Inc.	6.74K	Jun 30, 26	--	0.02%
AQR CAPITAL MANAGEMENT LLC	6.39K	Jun 30, 26	--	0.02%
TOEWS CORP /ADV	6.36K	Jun 30, 26	+6.36K	0.02%
PATTEN & PATTEN INC/TN	6.22K	Jun 30, 26	--	0.02%
Optivise Advisory Services LLC	6.18K	Jun 30, 26	+103	0.02%
BLAIR WILLIAM & CO/IL	6.16K	Jun 30, 26	+2	0.02%
J. M. Brown & Associates Inc.	6.12K	Jun 30, 26	+6.12K	0.02%
BIP Wealth, LLC	6.04K	Jun 30, 26	+6.04K	0.02%
Outlook Wealth Advisors, LLC	6.03K	Jun 30, 26	--	0.02%
Evergreen Wealth Solutions, LLC	5.99K	Jun 30, 26	+3.78K	0.02%
Kera Capital Partners, Inc.	5.88K	Jun 30, 26	+5.88K	0.02%
Archer Investment Corp	5.86K	Jun 30, 26	+179	0.02%
MATHER GROUP, LLC.	5.84K	Jun 30, 26	--	0.02%
MKT Advisors LLC	5.81K	Jun 30, 26	+1	0.02%
Plotkin Financial Advisors, LLC	5.78K	Jun 30, 26	+60	0.02%
Merited Wealth, LLC	5.76K	Jun 30, 26	+635	0.02%
Simplicity Wealth,LLC	5.74K	Jun 30, 26	+5.74K	0.02%
NOMURA ASSET MANAGEMENT CO LTD	5.71K	Jun 30, 26	--	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5.61K	Jun 30, 26	+122	0.02%
J.W. COLE ADVISORS, INC.	5.52K	Jun 30, 26	+5.52K	0.02%
Midwest Financial Partners Investments, Inc.	5.50K	Jun 30, 26	--	0.02%
Avantra Family Wealth, Inc.	5.40K	Jun 30, 26	--	0.02%
Courage Miller Partners, LLC	5.18K	Jun 30, 26	--	0.02%
Mutual Advisors, LLC	5.17K	Jun 30, 26	-162	0.02%
US BANCORP \DE\	5.14K	Jun 30, 26	-2.40K	0.02%
Bouchey Financial Group Ltd	5.06K	Jun 30, 26	--	0.02%
Cornerstone Financial Group, LLC /NE/	5.04K	Jun 30, 26	+4	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	4.99K	Jun 30, 26	+251	0.02%
Cerity Partners LLC	4.94K	Jun 30, 26	+1.09K	0.02%
SK Wealth Management, LLC	4.87K	Jun 30, 26	+4	0.02%
Cornerstone Wealth Group, LLC	4.86K	Jun 30, 26	--	0.02%
Milestone Investment Advisors LLC	4.83K	Jun 30, 26	--	0.02%
FLAGSTAR ADVISORS INC.	4.77K	Jun 30, 26	+161	0.02%
Aspect Partners, LLC	4.75K	Jun 30, 26	--	0.02%
Strategic Blueprint, LLC	4.61K	Jun 30, 26	+275	0.02%
SCS Capital Management LLC	4.58K	Jun 30, 26	--	0.02%
Valpey Financial Services, LLC	4.53K	Jun 30, 26	-39	0.02%
Paladin Advisory Group, LLC	4.49K	Jun 30, 26	--	0.02%
LJI Wealth Management, LLC	4.43K	Jun 30, 26	--	0.02%
Equitable Holdings, Inc.	4.42K	Jun 30, 26	-987.47K	0.02%
EP Wealth Advisors, LLC	4.33K	Jun 30, 26	+1.12K	0.02%
ROOF EIDAM & MAYCOCK/ADV	4.25K	Jun 30, 26	--	0.02%
Syntegra Private Wealth Group, LLC	4.24K	Jun 30, 26	--	0.02%
Stratos Wealth Partners, LTD.	4.22K	Jun 30, 26	+1.44K	0.02%
GOLDMAN SACHS GROUP INC	4.20K	Jun 30, 26	-23.61K	0.01%
Annex Advisory Services, LLC	4.18K	Jun 30, 26	--	0.01%
Accel Wealth Management	4.07K	Jun 30, 26	+2	0.01%
SRS Capital Advisors, Inc.	4.06K	Jun 30, 26	+4.06K	0.01%
Diversify Advisory Services, LLC	4.04K	Jun 30, 26	+4.04K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	4.04K	Jun 30, 26	+1.67K	0.01%
IEQ CAPITAL, LLC	3.94K	Jun 30, 26	+3.94K	0.01%
Joel Adams & Associates, Inc.	3.88K	Jun 30, 26	+934	0.01%
Elevation Wealth Management LLC	3.79K	Jun 30, 26	+1.02K	0.01%
Sequoia Financial Advisors, LLC	3.74K	Jun 30, 26	--	0.01%
COMMERCE BANK	3.70K	Jun 30, 26	--	0.01%
Paragon Capital Management Ltd	3.63K	Jun 30, 26	--	0.01%
Gilman Hill Asset Management, LLC	3.46K	Jun 30, 26	--	0.01%
Pensionmark Financial Group, LLC	3.46K	Jun 30, 26	--	0.01%
BROWN ADVISORY INC	3.30K	Jun 30, 26	--	0.01%
Kovack Advisors, Inc.	3.26K	Jun 30, 26	+3	0.01%
GTS SECURITIES LLC	3.19K	Jun 30, 26	-5.15K	0.01%
Evanson Financial, LLC	3.10K	Jun 30, 26	+3.10K	0.01%
Baird Financial Group, Inc.	3.08K	Jun 30, 26	-100	0.01%
EAGLE GLOBAL ADVISORS LLC	3.02K	Jun 30, 26	--	0.01%
Good Harbor Advisors, Inc.	3.00K	Jun 30, 26	--	0.01%
M&T BANK CORP	3.00K	Jun 30, 26	--	0.01%
Kelman-Lazarov, Inc.	2.97K	Jun 30, 26	--	0.01%
First Heartland Consultants, Inc.	2.95K	Jun 30, 26	+2	0.01%
AlphaCore Capital LLC	2.85K	Jun 30, 26	--	0.01%
StoneX Group Inc.	2.81K	Jun 30, 26	--	0.01%
Stratos Wealth Advisors, LLC	2.80K	Jun 30, 26	+2	0.01%
Valeo Financial Advisors, LLC	2.76K	Jun 30, 26	-263	0.01%
KPP Advisory Services LLC	2.76K	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	2.75K	Jun 30, 26	--	0.01%
Kaydan Wealth Management, Inc.	2.75K	Jun 30, 26	--	0.01%
SOA Wealth Advisors, LLC.	2.71K	Jun 30, 26	--	0.01%
Fiduciary Alliance LLC	2.69K	Jun 30, 26	--	0.01%
Sherman Wealth Management LLC	2.64K	Jun 30, 26	--	0.01%
Platt Investment Counsel, LLC	2.64K	Jun 30, 26	--	0.01%
MGO ONE SEVEN LLC	2.61K	Jun 30, 26	+2.61K	0.01%
Laurel Wealth Advisors LLC	2.60K	Jun 30, 26	--	0.01%
RFG Advisory, LLC	2.54K	Jun 30, 26	-248	0.01%
McHugh Group, LLC	2.53K	Jun 30, 26	--	0.01%
Cornerstone Advisory, LLC	2.52K	Jun 30, 26	+2	0.01%
Mathes Company, Inc.	2.50K	Jun 30, 26	--	0.01%
MISSION WEALTH MANAGEMENT, LP	2.50K	Jun 30, 26	+2.50K	0.01%
FIRST INTERSTATE BANK	2.50K	Jun 30, 26	--	0.01%
EASTERN BANK	2.49K	Jun 30, 26	--	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	2.47K	Jun 30, 26	+1	0.01%
BridgePort Financial Solutions, LLC	2.47K	Jun 30, 26	--	0.01%
OPINICUS CAPITAL, INC.	2.44K	Jun 30, 26	+2	0.01%
Destination Wealth Management	2.41K	Jun 30, 26	--	0.01%
Nilsine Partners, LLC	2.40K	Jun 30, 26	--	0.01%
Family Investment Center, Inc.	2.40K	Jun 30, 26	--	0.01%
Blue Sky Capital Consultants Group, Inc.	2.38K	Jun 30, 26	--	0.01%
NWAM LLC	2.33K	Jun 30, 26	+2.33K	0.01%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	2.33K	Jun 30, 26	--	0.01%
Arlington Financial Advisors, LLC	2.32K	Jun 30, 26	+67	0.01%
Kestra Investment Management, LLC	2.29K	Jun 30, 26	+2.29K	0.01%
PGIM Custom Harvest LLC	2.25K	Jun 30, 26	--	0.01%
Regal Investment Advisors LLC	2.25K	Jun 30, 26	+2.25K	0.01%
Lido Advisors, LLC	2.24K	Jun 30, 26	-10.24K	0.01%
Allworth Financial LP	2.22K	Jun 30, 26	-25	0.01%
Resources Investment Advisors, LLC.	2.22K	Jun 30, 26	+2.22K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	2.20K	Jun 30, 26	+7	0.01%
New Insight Wealth Advisors	2.19K	Jun 30, 26	-1.71K	0.01%
Dynamic Advisor Solutions LLC	2.15K	Jun 30, 26	+2.15K	0.01%
Sowell Financial Services LLC	2.15K	Jun 30, 26	--	0.01%
Pinnacle Financial Partners, Inc.	2.15K	Jun 30, 26	--	0.01%
RED REEF ADVISORS LLC	2.14K	Jun 30, 26	--	0.01%
5T Wealth, LLC	2.09K	Jun 30, 26	+2.09K	0.01%
REDSTONE WEALTH MANAGEMENT, LLC	2.09K	Jun 30, 26	-2.19K	0.01%
CoreCap Advisors, LLC	2.08K	Jun 30, 26	-105	0.01%
Cadent Capital Advisors, LLC	2.03K	Jun 30, 26	+2.03K	0.01%
AE Wealth Management LLC	2.03K	Jun 30, 26	+55	0.01%
FLOYD FINANCIAL GROUP LLC	2.00K	Jun 30, 26	--	0.01%
WealthPlan Investment Management, LLC	1.96K	Jun 30, 26	+1.96K	0.01%
HARBOR INVESTMENT ADVISORY, LLC	1.95K	Jun 30, 26	-68	0.01%
WBH ADVISORY INC	1.94K	Jun 30, 26	-625	0.01%
Family Legacy, Inc.	1.89K	Jun 30, 26	+1.89K	0.01%
Pathway Financial Advisors LLC	1.80K	Jun 30, 26	+1.80K	0.01%
Spectrum Wealth Advisory Group, LLC	1.76K	Jun 30, 26	+1.76K	0.01%
Crewe Advisors LLC	1.74K	Jun 30, 26	--	0.01%
TRED AVON FAMILY WEALTH, LLC	1.73K	Jun 30, 26	+1.73K	0.01%
HANTZ FINANCIAL SERVICES, INC.	1.65K	Jun 30, 26	--	0.01%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1.59K	Jun 30, 26	-201	0.01%
Godfrey Financial Associates, Inc.	1.54K	Jun 30, 26	--	0.01%
TSFG, LLC	1.30K	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	1.20K	Jun 30, 26	--	0.00%
ATWOOD & PALMER INC	1.13K	Jun 30, 26	+1	0.00%
Regatta Research & Money Management	1.12K	Jun 30, 26	+1.12K	0.00%
Cedar Mountain Advisors, LLC	1.02K	Jun 30, 26	--	0.00%
Creative Capital Management Investments LLC	1.01K	Jun 30, 26	--	0.00%
UMB Bank, n.a.	898	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	859	Jun 30, 26	-80	0.00%
Signature Equity Partners, LLC	858	Jun 30, 26	+174	0.00%
Washington Trust Advisors, Inc.	750	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	730	Jun 30, 26	+492	0.00%
NBC SECURITIES, INC.	720	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	680	Jun 30, 26	--	0.00%
Belvedere Trading LLC	662	Jun 30, 26	+662	0.00%
BANK OF MONTREAL /CAN/	610	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	580	Jun 30, 26	--	0.00%
Costello Asset Management, INC	574	Jun 30, 26	-803	0.00%
Spire Wealth Management	507	Jun 30, 26	+52	0.00%
Salomon & Ludwin, LLC	500	Jun 30, 26	-26	0.00%
Larson Financial Group LLC	500	Jun 30, 26	--	0.00%
Bullock Wealth Management Group	467	Jun 30, 26	+467	0.00%
CX Institutional	465	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	464	Jun 30, 26	+464	0.00%
Cheviot Value Management, LLC	458	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	378	Jun 30, 26	--	0.00%
Rossby Financial, LCC	372	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	355	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	344	Jun 30, 26	+344	0.00%
Caitlin John, LLC	336	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	301	Jun 30, 26	--	0.00%
JNBA Financial Advisors	256	Jun 30, 26	--	0.00%
NBT BANK N A /NY	216	Jun 30, 26	-70	0.00%
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	200	Jun 30, 26	--	0.00%
Barnes Dennig Private Wealth Management LLC	197	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	185	Jun 30, 26	--	0.00%
IFP Advisors, Inc	182	Jun 30, 26	+24	0.00%
Signature Resources Capital Management, LLC	180	Jun 30, 26	--	0.00%
Nova Wealth Management, Inc.	175	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	131	Jun 30, 26	+71	0.00%
Dunhill Financial, LLC	129	Jun 30, 26	--	0.00%
MCF Advisors LLC	114	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	112	Jun 30, 26	--	0.00%
Plante Moran Financial Advisors, LLC	107	Jun 30, 26	--	0.00%
Sage Mountain Advisors LLC	100	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	98	Jun 30, 26	--	0.00%
Capital Analysts, LLC	88	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	83	Jun 30, 26	+83	0.00%
Lloyd Advisory Services, LLC.	66	Jun 30, 26	+66	0.00%
Transamerica Financial Advisors, Inc.	46	Jun 30, 26	--	0.00%
Tanglewood Legacy Advisors, LLC	44	Jun 30, 26	--	0.00%
Holos Integrated Wealth LLC	36	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	26	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	24	Jun 30, 26	+24	0.00%
Cornerstone Financial Management LLC	10	Jun 30, 26	-15	0.00%
Fortis Group Advisors, LLC	6	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	3	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
Beacon Pointe Advisors, LLC	--	Jun 30, 26	-3.31K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-11.10K	--
MCGUIRE CAPITAL ADVISORS INC	--	Jun 30, 26	-25	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-106.70K	--
Independent Advisor Alliance	--	Jun 30, 26	-26.34K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-11.22K	--
B. Riley Wealth Advisors, Inc.	--	Jun 30, 26	-12.65K	--
Addison Advisors LLC	--	Jun 30, 26	-16	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-26.87K	--
Glass Jacobson Investment Advisors llc	--	Jun 30, 26	-438	--
Financial Freedom, LLC	--	Jun 30, 26	-44	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-4.51K	--
SILVER OAK SECURITIES, INCORPORATED	--	Jun 30, 26	-16.68K	--
GM Advisory Group, Inc.	356.06K	Mar 31, 26	+22.81K	1.27%
CWM, LLC	66.68K	Mar 31, 26	-468	0.24%
Sunbelt Securities, Inc.	6.54K	Mar 31, 26	+3	0.02%
Red Tortoise LLC	6.04K	Mar 31, 26	-34	0.02%
Evanson Asset Management, LLC	3.10K	Mar 31, 26	--	0.01%
Dentgroup LLC	49.38K	Dec 31, 25	-564	0.18%
COMERICA BANK	11.85K	Dec 31, 25	+3	0.04%
Edge Financial Advisors LLC	10.37K	Dec 31, 25	+1.45K	0.04%
Bowman & Co S.C.	6.50K	Dec 31, 25	-111	0.02%
ORG Partners LLC	2.62K	Dec 31, 25	+617	0.01%
MGB Wealth Management, LLC	1.00K	Dec 31, 25	+2	0.00%
CIBC Private Wealth Group, LLC	880	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	15	Dec 31, 25	+15	0.00%
Blue Barn Wealth, LLC	--	Dec 31, 25	-8.72K	--
McCarthy & Cox	--	Dec 31, 25	-2.22K	--
Wealthstream Advisors, Inc.	13.56K	Sep 30, 25	--	0.05%
Full Sail Capital, LLC	13.16K	Sep 30, 25	-559	0.05%
SYNOVUS FINANCIAL CORP	2.15K	Sep 30, 25	-64	0.01%
Pineridge Advisors LLC	59	Sep 30, 25	--	0.00%
WFA Asset Management Corp	52	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	383.00K	Jun 30, 25	+8.70K	1.36%
Atria Wealth Solutions, Inc.	30.59K	Jun 30, 25	-218	0.11%
Tyler-Stone Wealth Management	6.32K	Jun 30, 25	--	0.02%
Summit X, LLC	2.98K	Jun 30, 25	--	0.01%
Good Life Advisors, LLC	2.61K	Jun 30, 25	-7	0.01%
Congress Wealth Management LLC / DE /	--	Jun 30, 25	-101.11K	--
Sandy Spring Bank	737	Mar 31, 25	--	0.00%
Sanctuary Wealth Management, L.L.C.	85	Dec 31, 24	+85	0.00%
Raymond James Financial Services Advisors, Inc.	237.51K	Sep 30, 24	-57.76K	0.85%
Aspire Wealth Management Corp	98.78K	Sep 30, 24	+133	0.35%
RAYMOND JAMES & ASSOCIATES	98.45K	Sep 30, 24	-1.50K	0.35%
Sweet Financial Partners, LLC	24.02K	Sep 30, 24	--	0.09%
TNF LLC	6.88K	Sep 30, 24	--	0.02%
FinTrust Capital Advisors, LLC	355	Sep 30, 24	--	0.00%
Private Wealth Strategies, L.L.C.	12.35K	Jun 30, 24	+10	0.04%
BUCKINGHAM STRATEGIC WEALTH, LLC	6.81K	Jun 30, 24	+99	0.02%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-13	--
Cetera Advisor Networks LLC	70.09K	Mar 31, 24	+1.36K	0.25%
Cetera Advisors LLC	25.44K	Mar 31, 24	+3.97K	0.09%
Coulter & Justus Financial Services, LLC	5.17K	Mar 31, 24	+5.17K	0.02%
NORWOOD FINANCIAL CORP	1.00K	Mar 31, 24	--	0.00%
DB Wealth Management Group, LLC	102.08K	Dec 31, 23	+19.31K	0.36%
FOCUS FINANCIAL NETWORK INC /ADV	39.75K	Dec 31, 23	+39.75K	0.14%
Baystate Wealth Management LLC	6.78K	Dec 31, 23	+968	0.02%
DFPG INVESTMENTS, LLC	5.13K	Dec 31, 23	-583	0.02%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	58.33K	Sep 30, 23	+8.91K	0.21%
Windsor Group LTD	10.89K	Sep 30, 23	--	0.04%
Sutton Wealth Advisors Inc.	4.86K	Sep 30, 23	--	0.02%
EA Series Trust	31.06K	Jun 30, 23	+31.06K	0.11%
Transparent Wealth Partners LLC	15.41K	Mar 31, 23	+34	0.05%
Surevest, LLC	105.63K	Sep 30, 22	+23.75K	0.38%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	35.84K	Sep 30, 22	+7.29K	0.13%
American Portfolios Advisors	31.52K	Sep 30, 22	+3.77K	0.11%
FundX Investment Group, LLC	68.48K	Dec 31, 21	--	0.24%
NEXT Financial Group, Inc	7.74K	Dec 31, 21	-510	0.03%
Carroll Financial Associates, Inc.	775	Dec 31, 21	--	0.00%
Country Club Trust Company, n.a.	--	Dec 31, 21	-4.63K	--
Homrich & Berg	9.09K	Sep 30, 21	--	0.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	--	Sep 30, 21	-3.46K	--
Treybourne Wealth Planners, Inc.	36.95K	Jun 30, 21	+29.47K	0.13%
Nachman Norwood & Parrott, Inc	9.05K	Jun 30, 21	+7.08K	0.03%
Allegiant Private Advisors, LLC	4.67K	Jun 30, 21	+3.69K	0.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	1.23K	Jun 30, 21	+987	0.00%
ETRADE Capital Management LLC	5.32K	Sep 30, 20	-598	0.02%
Advisor Group, Inc.	29.10K	Dec 31, 19	-41.88K	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	15.83K	Dec 31, 19	+1.97K	0.06%
BB&T SECURITIES, LLC	4.69K	Sep 30, 19	-78	0.02%
Guidant Wealth Advisors	2.88K	Sep 30, 19	--	0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	100	Sep 30, 19	-25	0.00%
Stokes & Hubbell Capital Management, LLC	3.49K	Mar 31, 19	-56	0.01%
McQueen, Ball & Associates Inc.	13.05K	Dec 31, 18	--	0.05%
XML SECURITIES, LLC	1.38K	Mar 31, 18	+9	0.00%
IFC Holdings Incorporated/FL	4.38K	Dec 31, 17	-455	0.02%
WealthShield, LLC	286	Dec 31, 17	+286	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-6.45K	--
Commonwealth Equity Services, Inc	77.30K	Jun 30, 17	-640	0.28%
WFG Advisors, LP	210	Jun 30, 17	+210	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-3.50K	--
MSI Financial Services Inc	41.74K	Dec 31, 16	+10.87K	0.15%
SOCIETE GENERALE	9.24K	Jun 30, 16	+9.24K	0.03%
Investors Capital Advisory Services	5.01K	Jun 30, 16	-3.05K	0.02%
Gupta Wealth Management LLC	32	Mar 31, 16	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	9.99K	Jun 30, 15	+3.56K	0.04%
NEW ENGLAND SECURITIES CORP /MA/	11.67K	Dec 31, 14	+3.02K	0.04%
Placemark Investments, Inc.	1.24K	Dec 31, 14	+1.24K	0.00%
UBS AG	78.03K	Sep 30, 14	-3.31K	0.28%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-4.21K	--
KNIGHT CAPITAL GROUP LLC	9.37K	Jun 30, 13	+1.50K	0.03%
First Allied Securities, Inc.	1.91K	Jun 30, 12	-500	0.01%

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Holder

Date

Change

% Held

LPL Financial LLC

1.26M

Jun 30, 26

-34.55K

4.48%

MORGAN STANLEY

1.11M

Jun 30, 26

+19.57K

3.95%

ENVESTNET ASSET MANAGEMENT INC

1.02M

Jun 30, 26

+424.10K

3.64%

Clearstead Trust, LLC

734.04K

Jun 30, 26

+176.17K

2.61%

WELLS FARGO & COMPANY/MN

724.90K

Jun 30, 26

+32.47K

2.58%

Cetera Investment Advisers

695.13K

Jun 30, 26

+99.03K

2.47%

AMERIPRISE FINANCIAL INC

674.39K

Jun 30, 26

+332.05K

2.40%

FAS Wealth Partners, Inc.

623.51K

Jun 30, 26

+30.66K

2.22%

B&D White Capital Company, LLC

471.43K

Jun 30, 26

+124.00K

1.68%

JPMORGAN CHASE & CO

454.14K

Jun 30, 26

+29.57K

1.62%

BANK OF AMERICA CORP /DE/

415.11K

Jun 30, 26

-36.01K

1.48%

Wealthspire Advisors, LLC

395.29K

Jun 30, 26

+390.66K

1.41%

RAYMOND JAMES FINANCIAL INC

372.37K

Jun 30, 26

+18.51K

1.32%

COMMONWEALTH EQUITY SERVICES, LLC

312.67K

Jun 30, 26

+1.51K

1.11%

ADVISOR GROUP HOLDINGS, INC.

292.20K

Jun 30, 26

+42.17K

1.04%

MML INVESTORS SERVICES, LLC

288.31K

Jun 30, 26

+46.21K

1.03%

McKinley Carter Wealth Services, Inc.

279.19K

Jun 30, 26

+8.39K

0.99%

UBS Group AG

208.37K

Jun 30, 26

-7.51K

0.74%

Phoenix Holdings Ltd.

200.00K

Jun 30, 26

0.71%

Goodman Advisory Group, LLC

171.76K

Jun 30, 26

+171.14K

0.61%

PARK AVENUE SECURITIES LLC

170.93K

Jun 30, 26

+64.99K

0.61%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

164.40K

Jun 30, 26

+8.52K

0.58%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

141.72K

Jun 30, 26

-1.04K

0.50%

Rockefeller Capital Management L.P.

133.59K

Jun 30, 26

-2.78K

0.48%

LongView Wealth Management

128.56K

Jun 30, 26

-7.54K

0.46%

Prime Capital Investment Advisors, LLC

125.75K

Jun 30, 26

+3.60K

0.45%

ROYAL BANK OF CANADA

110.09K

Jun 30, 26

+13.67K

0.39%

Cornerstone Wealth Management, LLC

107.88K

Jun 30, 26

-1.82K

0.38%

Bank of New York Mellon Corp

99.92K

Jun 30, 26

+28.68K

0.36%

WIN ADVISORS, INC

96.48K

Jun 30, 26

+96.48K

0.34%

CI Private Wealth, LLC

96.44K

Jun 30, 26

-31.24K

0.34%

Investors Research Corp

91.31K

Jun 30, 26

+462

0.32%

Private Advisor Group, LLC

87.64K

Jun 30, 26

+57.91K

0.31%

CAPTRUST FINANCIAL ADVISORS

85.08K

Jun 30, 26

+90

0.30%

Mariner, LLC

77.53K

Jun 30, 26

-64.81K

0.28%

Cambridge Investment Research Advisors, Inc.

76.75K

Jun 30, 26

+3.71K

0.27%

White Pine Investment CO

74.34K

Jun 30, 26

+1.31K

0.26%

Marietta Wealth Management, LLC

70.02K

Jun 30, 26

-355

0.25%

WILEY BROS.-AINTREE CAPITAL, LLC

68.24K

Jun 30, 26

+3.78K

0.24%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

64.73K

Jun 30, 26

+351

0.23%

Arcadia Wealth Management, LLC

61.20K

Jun 30, 26

+9.04K

0.22%

Aptus Capital Advisors, LLC

60.34K

Jun 30, 26

-814

0.21%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

59.98K

Jun 30, 26

-32.02K

0.21%

Sunburst Financial Group, LLC

58.54K

Jun 30, 26

-815

0.21%

IHT Wealth Management, LLC

57.53K

Jun 30, 26

-399

0.20%

Merit Financial Group, LLC

56.66K

Jun 30, 26

+2.44K

0.20%

JOHNSON INVESTMENT COUNSEL INC

52.90K

Jun 30, 26

-527

0.19%

Ipsen Advisor Group LLC

52.86K

Jun 30, 26

+34

0.19%

Steward Partners Investment Advisory, LLC

52.50K

Jun 30, 26

-891

0.19%

Creative Planning

47.90K

Jun 30, 26

+6.49K

0.17%

Corsicana & Co.

45.29K

Jun 30, 26

+4.15K

0.16%

Sanctuary Advisors, LLC

44.89K

Jun 30, 26

+4.09K

0.16%

Northwest Wealth Advisors, LLC

43.59K

Jun 30, 26

+3.17K

0.16%

Elevation Capital Advisory, LLC

43.10K

Jun 30, 26

+1.58K

0.15%

FMR LLC

42.40K

Jun 30, 26

+4.02K

0.15%

AMERICAN FINANCIAL & TAX STRATEGIES INC

42.02K

Jun 30, 26

-7.54K

0.15%

Retirement Planning Group

41.75K

Jun 30, 26

-90

0.15%

Madison Wealth Partners, Inc

40.98K

Jun 30, 26

-102

0.15%

TWIN FOCUS CAPITAL PARTNERS, LLC

35.57K

Jun 30, 26

0.13%

Brinker Capital Investments, LLC

35.56K

Jun 30, 26

+5.49K

0.13%

Advisory Services Network, LLC

34.17K

Jun 30, 26

+5.39K

0.12%

ASSETMARK, INC

33.91K

Jun 30, 26

+8.98K

0.12%

Bawa N Mallick Trust

32.86K

Jun 30, 26

0.12%

CITIGROUP INC

32.21K

Jun 30, 26

-512

0.11%

Brand Asset Management Group, Inc.

32.12K

Jun 30, 26

-440

0.11%

VestGen Advisors, LLC

31.28K

Jun 30, 26

-17

0.11%

MONEY CONCEPTS CAPITAL CORP

31.09K

Jun 30, 26

-13.45K

0.11%

STIFEL FINANCIAL CORP

30.92K

Jun 30, 26

+3.36K

0.11%

GenWealth Group, Inc.

30.49K

Jun 30, 26

-735

0.11%

Savant Capital, LLC

29.35K

Jun 30, 26

+2.58K

0.10%

STEINBERGANNA WEALTH MANAGEMENT

29.15K

Jun 30, 26

-17

0.10%

Kestra Advisory Services, LLC

28.12K

Jun 30, 26

+5.48K

0.10%

Hershey Financial Advisers, LLC

27.02K

Jun 30, 26

+16.13K

0.10%

Farther Finance Advisors, LLC

26.84K

Jun 30, 26

-4.33K

0.10%

Asempa Wealth Advisors

26.56K

Jun 30, 26

+2.30K

0.09%

JONES FINANCIAL COMPANIES LLLP

26.37K

Jun 30, 26

+1.08K

0.09%

Financial Engines Advisors L.L.C.

25.33K

Jun 30, 26

-1.96K

0.09%

FLAGSHIP HARBOR ADVISORS, LLC

25.08K

Jun 30, 26

-1.18K

0.09%

Capital Advisors, Ltd. LLC

24.56K

Jun 30, 26

+341

0.09%

North Star Investment Management Corp.

24.06K

Jun 30, 26

0.09%

BASSO CAPITAL MANAGEMENT, L.P.

23.57K

Jun 30, 26

+23.57K

0.08%

Arkadios Wealth Advisors

23.05K

Jun 30, 26

-676

0.08%

Adviser Investments LLC

22.74K

Jun 30, 26

-1.05K

0.08%

Shira Ridge Wealth Management

22.12K

Jun 30, 26

-128

0.08%

Pinnacle Financial Group, LLC / IL

21.84K

Jun 30, 26

0.08%

Geneos Wealth Management Inc.

21.81K

Jun 30, 26

+6.75K

0.08%

ROMAN BUTLER FULLERTON & CO

20.87K

Jun 30, 26

+6.13K

0.07%

Cape Investment Advisory, Inc.

20.37K

Jun 30, 26

-84

0.07%

Greykasell Wealth Strategies, Inc.

20.23K

Jun 30, 26

-131

0.07%

Beacon Financial Advisory LLC

19.44K

Jun 30, 26

+52

0.07%

Global Retirement Partners, LLC

18.35K

Jun 30, 26

+18.35K

0.07%

HighTower Advisors, LLC

18.34K

Jun 30, 26

-281

0.07%

Horst & Graben Wealth Management LLC

18.22K

Jun 30, 26

-3

0.06%

XML Financial, LLC

17.90K

Jun 30, 26

0.06%

Waterloo Capital, L.P.

17.84K

Jun 30, 26

+17.84K

0.06%

Prosperity Consulting Group, LLC

17.03K

Jun 30, 26

-206

0.06%

Key FInancial Inc

16.69K

Jun 30, 26

+1.65K

0.06%

Essex Financial Services, Inc.

16.57K

Jun 30, 26

0.06%

Proactive Wealth Strategies LLC

16.51K

Jun 30, 26

-1.96K

0.06%

HRT FINANCIAL LP

16.45K

Jun 30, 26

+16.45K

0.06%

JIM SAULNIER & ASSOCIATES, LLC

16.37K

Jun 30, 26

-16.60K

0.06%

Gladstone Institutional Advisory LLC

15.94K

Jun 30, 26

+110

0.06%

Towerpoint Wealth, LLC

15.79K

Jun 30, 26

-114

0.06%

DAYMARK WEALTH PARTNERS, LLC

15.74K

Jun 30, 26

-3.51K

0.06%

KANE INVESTMENT MANAGEMENT, INC.

15.70K

Jun 30, 26

-1.11K

0.06%

Focus Financial Network, Inc.

15.59K

Jun 30, 26

-5.67K

0.06%

ABSOLUTE CAPITAL MANAGEMENT, LLC

15.57K

Jun 30, 26

+35

0.06%

Neuberger Berman Group LLC

15.56K

Jun 30, 26

0.06%

MERCER GLOBAL ADVISORS INC /ADV

15.51K

Jun 30, 26

-438

0.06%

CREATIVE FINANCIAL DESIGNS INC /ADV

15.46K

Jun 30, 26

+116

0.06%

NewEdge Advisors, LLC

15.19K

Jun 30, 26

-3.62K

0.05%

TRUIST FINANCIAL CORP

14.95K

Jun 30, 26

-64

0.05%

DAVENPORT & Co LLC

14.80K

Jun 30, 26

-13

0.05%

Gotham Asset Management, LLC

14.56K

Jun 30, 26

+14.56K

0.05%

Sigma Planning Corp

14.53K

Jun 30, 26

+20

0.05%

FIFTH THIRD BANCORP

14.15K

Jun 30, 26

-1.06K

0.05%

Kingsview Wealth Management, LLC

13.95K

Jun 30, 26

-896

0.05%

Atria Investments, Inc

13.61K

Jun 30, 26

+5.56K

0.05%

Greenspring Advisors, LLC

13.56K

Jun 30, 26

0.05%

Pinnacle Bancorp, Inc.

13.50K

Jun 30, 26

-5

0.05%

Envestnet Portfolio Solutions, Inc.

13.18K

Jun 30, 26

+6.99K

0.05%

IFG Advisory, LLC

13.16K

Jun 30, 26

+13.16K

0.05%

TWIN PEAKS WEALTH ADVISORS, LLC

13.14K

Jun 30, 26

+2.21K

0.05%

GWN SECURITIES INC.

13.05K

Jun 30, 26

-585

0.05%

MAI Capital Management

12.52K

Jun 30, 26

+10

0.04%

Csenge Advisory Group

12.33K

Jun 30, 26

-370

0.04%

Wealthcare Advisory Partners LLC

11.58K

Jun 30, 26

+1.43K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.54K

Jun 30, 26

-74

0.04%

Paragon Private Wealth Management, LLC

11.47K

Jun 30, 26

-2.40K

0.04%

OPPENHEIMER & CO INC

11.42K

Jun 30, 26

-313

0.04%

Integrated Wealth Concepts LLC

10.96K

Jun 30, 26

-898

0.04%

ANB BANK

10.81K

Jun 30, 26

+1.44K

0.04%

PRINCIPAL SECURITIES, INC.

10.34K

Jun 30, 26

-610

0.04%

NATIXIS ADVISORS, L.P.

10.27K

Jun 30, 26

+10.27K

0.04%

PKS Advisory Services, LLC

10.14K

Jun 30, 26

+10.14K

0.04%

Cooper Financial Group

9.67K

Jun 30, 26

+25

0.03%

Goldstein Advisors, LLC

9.57K

Jun 30, 26

+347

0.03%

Brio Consultants, LLC

9.25K

Jun 30, 26

-494

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

9.23K

Jun 30, 26

+9.23K

0.03%

Indivisible Partners

9.20K

Jun 30, 26

-953

0.03%

Colony Group, LLC

9.10K

Jun 30, 26

-231

0.03%

JGP Wealth Management, LLC

9.10K

Jun 30, 26

-421

0.03%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

9.09K

Jun 30, 26

0.03%

Wealthquest Corp

9.09K

Jun 30, 26

-70

0.03%

PINNACLE ASSOCIATES LTD

8.65K

Jun 30, 26

0.03%

Perennial Investment Advisors, LLC

8.64K

Jun 30, 26

+8.64K

0.03%

Livet Wealth, LLC

8.58K

Jun 30, 26

0.03%

Summit Financial, LLC

8.54K

Jun 30, 26

-82

0.03%

HB Wealth Management, LLC

8.47K

Jun 30, 26

+383

0.03%

Nvest Financial, LLC

8.41K

Jun 30, 26

0.03%

Rodgers & Associates, LTD

8.37K

Jun 30, 26

-5.07K

0.03%

Janney Montgomery Scott LLC

8.23K

Jun 30, 26

+602

0.03%

PRIVATE TRUST CO NA

8.09K

Jun 30, 26

0.03%

Cedar Point Capital Partners, LLC

8.00K

Jun 30, 26

+180

0.03%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

8.00K

Jun 30, 26

0.03%

ADELL HARRIMAN & CARPENTER INC

7.89K

Jun 30, 26

-1.03K

0.03%

CATALYST FINANCIAL PARTNERS LLC

7.85K

Jun 30, 26

0.03%

Summit Asset Management, LLC

7.84K

Jun 30, 26

-440

0.03%

GW HENSSLER & ASSOCIATES LTD

7.68K

Jun 30, 26

0.03%

Strategic Financial Concepts, LLC

7.67K

Jun 30, 26

-44.37K

0.03%

HHM Wealth Advisors, LLC

7.63K

Jun 30, 26

0.03%

LRI Investments, LLC

7.23K

Jun 30, 26

0.03%

BlackRock, Inc.

7.08K

Jun 30, 26

+339

0.03%

Drake & Associates, LLC

7.03K

Jun 30, 26

-195

0.03%

Fortune 45 LLC

6.94K

Jun 30, 26

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

6.89K

Jun 30, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

6.87K

Jun 30, 26

-12.28K

0.02%

INVESTED ADVISORS

6.84K

Jun 30, 26

+1.43K

0.02%

Vision Capital Management, Inc.

6.74K

Jun 30, 26

0.02%

AQR CAPITAL MANAGEMENT LLC

6.39K

Jun 30, 26

0.02%

TOEWS CORP /ADV

6.36K

Jun 30, 26

+6.36K

0.02%

PATTEN & PATTEN INC/TN

6.22K

Jun 30, 26

0.02%

Optivise Advisory Services LLC

6.18K

Jun 30, 26

+103

0.02%

BLAIR WILLIAM & CO/IL

6.16K

Jun 30, 26

0.02%

J. M. Brown & Associates Inc.

6.12K

Jun 30, 26

+6.12K

0.02%

BIP Wealth, LLC

6.04K

Jun 30, 26

+6.04K

0.02%

Outlook Wealth Advisors, LLC

6.03K

Jun 30, 26

0.02%

Evergreen Wealth Solutions, LLC

5.99K

Jun 30, 26

+3.78K

0.02%

Kera Capital Partners, Inc.

5.88K

Jun 30, 26

+5.88K

0.02%

Archer Investment Corp

5.86K

Jun 30, 26

+179

0.02%

MATHER GROUP, LLC.

5.84K

Jun 30, 26

0.02%

MKT Advisors LLC

5.81K

Jun 30, 26

0.02%

Plotkin Financial Advisors, LLC

5.78K

Jun 30, 26

+60

0.02%

Merited Wealth, LLC

5.76K

Jun 30, 26

+635

0.02%

Simplicity Wealth,LLC

5.74K

Jun 30, 26

+5.74K

0.02%

NOMURA ASSET MANAGEMENT CO LTD

5.71K

Jun 30, 26

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.61K

Jun 30, 26

+122

0.02%

J.W. COLE ADVISORS, INC.

5.52K

Jun 30, 26

+5.52K

0.02%

Midwest Financial Partners Investments, Inc.

5.50K

Jun 30, 26

0.02%

Avantra Family Wealth, Inc.

5.40K

Jun 30, 26

0.02%

Courage Miller Partners, LLC

5.18K

Jun 30, 26

0.02%

Mutual Advisors, LLC

5.17K

Jun 30, 26

-162

0.02%

US BANCORP \DE\

5.14K

Jun 30, 26

-2.40K

0.02%

Bouchey Financial Group Ltd

5.06K

Jun 30, 26

0.02%

Cornerstone Financial Group, LLC /NE/

5.04K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

4.99K

Jun 30, 26

+251

0.02%

Cerity Partners LLC

4.94K

Jun 30, 26

+1.09K

0.02%

SK Wealth Management, LLC

4.87K

Jun 30, 26

0.02%

Cornerstone Wealth Group, LLC

4.86K

Jun 30, 26

0.02%

Milestone Investment Advisors LLC

4.83K

Jun 30, 26

0.02%

FLAGSTAR ADVISORS INC.

4.77K

Jun 30, 26

+161

0.02%

Aspect Partners, LLC

4.75K

Jun 30, 26

0.02%

Strategic Blueprint, LLC

4.61K

Jun 30, 26

+275

0.02%

SCS Capital Management LLC

4.58K

Jun 30, 26

0.02%

Valpey Financial Services, LLC

4.53K

Jun 30, 26

-39

0.02%

Paladin Advisory Group, LLC

4.49K

Jun 30, 26

0.02%

LJI Wealth Management, LLC

4.43K

Jun 30, 26

0.02%

Equitable Holdings, Inc.

4.42K

Jun 30, 26

-987.47K

0.02%

EP Wealth Advisors, LLC

4.33K

Jun 30, 26

+1.12K

0.02%

ROOF EIDAM & MAYCOCK/ADV

4.25K

Jun 30, 26

0.02%

Syntegra Private Wealth Group, LLC

4.24K

Jun 30, 26

0.02%

Stratos Wealth Partners, LTD.

4.22K

Jun 30, 26

+1.44K

0.02%

GOLDMAN SACHS GROUP INC

4.20K

Jun 30, 26

-23.61K

0.01%

Annex Advisory Services, LLC

4.18K

Jun 30, 26

0.01%

Accel Wealth Management

4.07K

Jun 30, 26

0.01%

SRS Capital Advisors, Inc.

4.06K

Jun 30, 26

+4.06K

0.01%

Diversify Advisory Services, LLC

4.04K

Jun 30, 26

+4.04K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.04K

Jun 30, 26

+1.67K

0.01%

IEQ CAPITAL, LLC

3.94K

Jun 30, 26

+3.94K

0.01%

Joel Adams & Associates, Inc.

3.88K

Jun 30, 26

+934

0.01%

Elevation Wealth Management LLC

3.79K

Jun 30, 26

+1.02K

0.01%

Sequoia Financial Advisors, LLC

3.74K

Jun 30, 26

0.01%

COMMERCE BANK

3.70K

Jun 30, 26

0.01%

Paragon Capital Management Ltd

3.63K

Jun 30, 26

0.01%

Gilman Hill Asset Management, LLC

3.46K

Jun 30, 26

0.01%

Pensionmark Financial Group, LLC

3.46K

Jun 30, 26

0.01%

BROWN ADVISORY INC

3.30K

Jun 30, 26

0.01%

Kovack Advisors, Inc.

3.26K

Jun 30, 26

0.01%

GTS SECURITIES LLC

3.19K

Jun 30, 26

-5.15K

0.01%

Evanson Financial, LLC

3.10K

Jun 30, 26

+3.10K

0.01%

Baird Financial Group, Inc.

3.08K

Jun 30, 26

-100

0.01%

EAGLE GLOBAL ADVISORS LLC

3.02K

Jun 30, 26

0.01%

Good Harbor Advisors, Inc.

3.00K

Jun 30, 26

0.01%

M&T BANK CORP

3.00K

Jun 30, 26

0.01%

Kelman-Lazarov, Inc.

2.97K

Jun 30, 26

0.01%

First Heartland Consultants, Inc.

2.95K

Jun 30, 26

0.01%

AlphaCore Capital LLC

2.85K

Jun 30, 26

0.01%

StoneX Group Inc.

2.81K

Jun 30, 26

0.01%

Stratos Wealth Advisors, LLC

2.80K

Jun 30, 26

0.01%

Valeo Financial Advisors, LLC

2.76K

Jun 30, 26

-263

0.01%

KPP Advisory Services LLC

2.76K

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

2.75K

Jun 30, 26

0.01%

Kaydan Wealth Management, Inc.

2.75K

Jun 30, 26

0.01%

SOA Wealth Advisors, LLC.

2.71K

Jun 30, 26

0.01%

Fiduciary Alliance LLC

2.69K

Jun 30, 26

0.01%

Sherman Wealth Management LLC

2.64K

Jun 30, 26

0.01%

Platt Investment Counsel, LLC

2.64K

Jun 30, 26

0.01%

MGO ONE SEVEN LLC

2.61K

Jun 30, 26

+2.61K

0.01%

Laurel Wealth Advisors LLC

2.60K

Jun 30, 26

0.01%

RFG Advisory, LLC

2.54K

Jun 30, 26

-248

0.01%

McHugh Group, LLC

2.53K

Jun 30, 26

0.01%

Cornerstone Advisory, LLC

2.52K

Jun 30, 26

0.01%

Mathes Company, Inc.

2.50K

Jun 30, 26

0.01%

MISSION WEALTH MANAGEMENT, LP

2.50K

Jun 30, 26

+2.50K

0.01%

FIRST INTERSTATE BANK

2.50K

Jun 30, 26

0.01%

EASTERN BANK

2.49K

Jun 30, 26

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

2.47K

Jun 30, 26

0.01%

BridgePort Financial Solutions, LLC

2.47K

Jun 30, 26

0.01%

OPINICUS CAPITAL, INC.

2.44K

Jun 30, 26

0.01%

Destination Wealth Management

2.41K

Jun 30, 26

0.01%

Nilsine Partners, LLC

2.40K

Jun 30, 26

0.01%

Family Investment Center, Inc.

2.40K

Jun 30, 26

0.01%

Blue Sky Capital Consultants Group, Inc.

2.38K

Jun 30, 26

0.01%

NWAM LLC

2.33K

Jun 30, 26

+2.33K

0.01%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

2.33K

Jun 30, 26

0.01%

Arlington Financial Advisors, LLC

2.32K

Jun 30, 26

+67

0.01%

Kestra Investment Management, LLC

2.29K

Jun 30, 26

+2.29K

0.01%

PGIM Custom Harvest LLC

2.25K

Jun 30, 26

0.01%

Regal Investment Advisors LLC

2.25K

Jun 30, 26

+2.25K

0.01%

Lido Advisors, LLC

2.24K

Jun 30, 26

-10.24K

0.01%

Allworth Financial LP

2.22K

Jun 30, 26

-25

0.01%

Resources Investment Advisors, LLC.

2.22K

Jun 30, 26

+2.22K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

2.20K

Jun 30, 26

0.01%

New Insight Wealth Advisors

2.19K

Jun 30, 26

-1.71K

0.01%

Dynamic Advisor Solutions LLC

2.15K

Jun 30, 26

+2.15K

0.01%

Sowell Financial Services LLC

2.15K

Jun 30, 26

0.01%

Pinnacle Financial Partners, Inc.

2.15K

Jun 30, 26

0.01%

RED REEF ADVISORS LLC

2.14K

Jun 30, 26

0.01%

5T Wealth, LLC

2.09K

Jun 30, 26

+2.09K

0.01%

REDSTONE WEALTH MANAGEMENT, LLC

2.09K

Jun 30, 26

-2.19K

0.01%

CoreCap Advisors, LLC

2.08K

Jun 30, 26

-105

0.01%

Cadent Capital Advisors, LLC

2.03K

Jun 30, 26

+2.03K

0.01%

AE Wealth Management LLC

2.03K

Jun 30, 26

+55

0.01%

FLOYD FINANCIAL GROUP LLC

2.00K

Jun 30, 26

0.01%

WealthPlan Investment Management, LLC

1.96K

Jun 30, 26

+1.96K

0.01%

HARBOR INVESTMENT ADVISORY, LLC

1.95K

Jun 30, 26

-68

0.01%

WBH ADVISORY INC

1.94K

Jun 30, 26

-625

0.01%

Family Legacy, Inc.

1.89K

Jun 30, 26

+1.89K

0.01%

Pathway Financial Advisors LLC

1.80K

Jun 30, 26

+1.80K

0.01%

Spectrum Wealth Advisory Group, LLC

1.76K

Jun 30, 26

+1.76K

0.01%

Crewe Advisors LLC

1.74K

Jun 30, 26

0.01%

TRED AVON FAMILY WEALTH, LLC

1.73K

Jun 30, 26

+1.73K

0.01%

HANTZ FINANCIAL SERVICES, INC.

1.65K

Jun 30, 26

0.01%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.59K

Jun 30, 26

-201

0.01%

Godfrey Financial Associates, Inc.

1.54K

Jun 30, 26

0.01%

TSFG, LLC

1.30K

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

1.20K

Jun 30, 26

0.00%

ATWOOD & PALMER INC

1.13K

Jun 30, 26

0.00%

Regatta Research & Money Management

1.12K

Jun 30, 26

+1.12K

0.00%

Cedar Mountain Advisors, LLC

1.02K

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

1.01K

Jun 30, 26

0.00%

UMB Bank, n.a.

898

Jun 30, 26

0.00%

Parallel Advisors, LLC

859

Jun 30, 26

-80

0.00%

Signature Equity Partners, LLC

858

Jun 30, 26

+174

0.00%

Washington Trust Advisors, Inc.

750

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

730

Jun 30, 26

+492

0.00%

NBC SECURITIES, INC.

720

Jun 30, 26

0.00%

SIGNATUREFD, LLC

680

Jun 30, 26

0.00%

Belvedere Trading LLC

662

Jun 30, 26

+662

0.00%

BANK OF MONTREAL /CAN/

610

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

580

Jun 30, 26

0.00%

Costello Asset Management, INC

574

Jun 30, 26

-803

0.00%

Spire Wealth Management

507

Jun 30, 26

+52

0.00%

Salomon & Ludwin, LLC

500

Jun 30, 26

-26

0.00%

Larson Financial Group LLC

500

Jun 30, 26

0.00%

Bullock Wealth Management Group

467

Jun 30, 26

+467

0.00%

CX Institutional

465

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

464

Jun 30, 26

+464

0.00%

Cheviot Value Management, LLC

458

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

378

Jun 30, 26

0.00%

Rossby Financial, LCC

372

Jun 30, 26

0.00%

Synergy Investment Management, LLC

355

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

344

Jun 30, 26

+344

0.00%

Caitlin John, LLC

336

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

301

Jun 30, 26

0.00%

JNBA Financial Advisors

256

Jun 30, 26

0.00%

NBT BANK N A /NY

216

Jun 30, 26

-70

0.00%

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV

200

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

197

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

185

Jun 30, 26

0.00%

IFP Advisors, Inc

182

Jun 30, 26

+24

0.00%

Signature Resources Capital Management, LLC

180

Jun 30, 26

0.00%

Nova Wealth Management, Inc.

175

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

131

Jun 30, 26

+71

0.00%

Dunhill Financial, LLC

129

Jun 30, 26

0.00%

MCF Advisors LLC

114

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

112

Jun 30, 26

0.00%

Plante Moran Financial Advisors, LLC

107

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

100

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

Capital Analysts, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

+83

0.00%

Lloyd Advisory Services, LLC.

Jun 30, 26

+66

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

Jun 30, 26

0.00%

Holos Integrated Wealth LLC

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+24

0.00%

Cornerstone Financial Management LLC

Jun 30, 26

-15

0.00%

Fortis Group Advisors, LLC

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

Beacon Pointe Advisors, LLC

Jun 30, 26

-3.31K

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-11.10K

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

-25

TWO SIGMA INVESTMENTS, LP

Jun 30, 26

-106.70K

Independent Advisor Alliance

Jun 30, 26

-26.34K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-11.22K

B. Riley Wealth Advisors, Inc.

Jun 30, 26

-12.65K

Addison Advisors LLC

Jun 30, 26

-16

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-26.87K

Glass Jacobson Investment Advisors llc

Jun 30, 26

-438

Financial Freedom, LLC

Jun 30, 26

-44

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-4.51K

SILVER OAK SECURITIES, INCORPORATED

Jun 30, 26

-16.68K

GM Advisory Group, Inc.

356.06K

Mar 31, 26

+22.81K

1.27%

CWM, LLC

66.68K

Mar 31, 26

-468

0.24%

Sunbelt Securities, Inc.

6.54K

Mar 31, 26

0.02%

Red Tortoise LLC

6.04K

Mar 31, 26

-34

0.02%

Evanson Asset Management, LLC

3.10K

Mar 31, 26

0.01%

Dentgroup LLC

49.38K

Dec 31, 25

-564

0.18%

COMERICA BANK

11.85K

Dec 31, 25

0.04%

Edge Financial Advisors LLC

10.37K

Dec 31, 25

+1.45K

0.04%

Bowman & Co S.C.

6.50K

Dec 31, 25

-111

0.02%

ORG Partners LLC

2.62K

Dec 31, 25

+617

0.01%

MGB Wealth Management, LLC

1.00K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

880

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+15

0.00%

Blue Barn Wealth, LLC

Dec 31, 25

-8.72K

McCarthy & Cox

Dec 31, 25

-2.22K

Wealthstream Advisors, Inc.

13.56K

Sep 30, 25

0.05%

Full Sail Capital, LLC

13.16K

Sep 30, 25

-559

0.05%

SYNOVUS FINANCIAL CORP

2.15K

Sep 30, 25

-64

0.01%

Pineridge Advisors LLC

Sep 30, 25

0.00%

WFA Asset Management Corp

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

383.00K

Jun 30, 25

+8.70K

1.36%

Atria Wealth Solutions, Inc.

30.59K

Jun 30, 25

-218

0.11%

Tyler-Stone Wealth Management

6.32K

Jun 30, 25

0.02%

Summit X, LLC

2.98K

Jun 30, 25

0.01%

Good Life Advisors, LLC

2.61K

Jun 30, 25

-7

0.01%

Congress Wealth Management LLC / DE /

Jun 30, 25

-101.11K

Sandy Spring Bank

737

Mar 31, 25

0.00%

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

+85

0.00%

Raymond James Financial Services Advisors, Inc.

237.51K

Sep 30, 24

-57.76K

0.85%

Aspire Wealth Management Corp

98.78K

Sep 30, 24

+133

0.35%

RAYMOND JAMES & ASSOCIATES

98.45K

Sep 30, 24

-1.50K

0.35%

Sweet Financial Partners, LLC

24.02K

Sep 30, 24

0.09%

TNF LLC

6.88K

Sep 30, 24

0.02%

FinTrust Capital Advisors, LLC

355

Sep 30, 24

0.00%

Private Wealth Strategies, L.L.C.

12.35K

Jun 30, 24

+10

0.04%

BUCKINGHAM STRATEGIC WEALTH, LLC

6.81K

Jun 30, 24

+99

0.02%

ICA Group Wealth Management, LLC

Jun 30, 24

-13

Cetera Advisor Networks LLC

70.09K

Mar 31, 24

+1.36K

0.25%

Cetera Advisors LLC

25.44K

Mar 31, 24

+3.97K

0.09%

Coulter & Justus Financial Services, LLC

5.17K

Mar 31, 24

+5.17K

0.02%

NORWOOD FINANCIAL CORP

1.00K

Mar 31, 24

0.00%

DB Wealth Management Group, LLC

102.08K

Dec 31, 23

+19.31K

0.36%

FOCUS FINANCIAL NETWORK INC /ADV

39.75K

Dec 31, 23

+39.75K

0.14%

Baystate Wealth Management LLC

6.78K

Dec 31, 23

+968

0.02%

DFPG INVESTMENTS, LLC

5.13K

Dec 31, 23

-583

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

58.33K

Sep 30, 23

+8.91K

0.21%

Windsor Group LTD

10.89K

Sep 30, 23

0.04%

Sutton Wealth Advisors Inc.

4.86K

Sep 30, 23

0.02%

EA Series Trust

31.06K

Jun 30, 23

+31.06K

0.11%

Transparent Wealth Partners LLC

15.41K

Mar 31, 23

+34

0.05%

Surevest, LLC

105.63K

Sep 30, 22

+23.75K

0.38%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

35.84K

Sep 30, 22

+7.29K

0.13%

American Portfolios Advisors

31.52K

Sep 30, 22

+3.77K

0.11%

FundX Investment Group, LLC

68.48K

Dec 31, 21

0.24%

NEXT Financial Group, Inc

7.74K

Dec 31, 21

-510

0.03%

Carroll Financial Associates, Inc.

775

Dec 31, 21

0.00%

Country Club Trust Company, n.a.

Dec 31, 21

-4.63K

Homrich & Berg

9.09K

Sep 30, 21

0.03%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

Sep 30, 21

-3.46K

Treybourne Wealth Planners, Inc.

36.95K

Jun 30, 21

+29.47K

0.13%

Nachman Norwood & Parrott, Inc

9.05K

Jun 30, 21

+7.08K

0.03%

Allegiant Private Advisors, LLC

4.67K

Jun 30, 21

+3.69K

0.02%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.23K

Jun 30, 21

+987

0.00%

ETRADE Capital Management LLC

5.32K

Sep 30, 20

-598

0.02%

Advisor Group, Inc.

29.10K

Dec 31, 19

-41.88K

0.10%

LADENBURG THALMANN FINANCIAL SERVICES INC.

15.83K

Dec 31, 19

+1.97K

0.06%

BB&T SECURITIES, LLC

4.69K

Sep 30, 19

-78

0.02%

Guidant Wealth Advisors

2.88K

Sep 30, 19

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

100

Sep 30, 19

-25

0.00%

Stokes & Hubbell Capital Management, LLC

3.49K

Mar 31, 19

-56

0.01%

McQueen, Ball & Associates Inc.

13.05K

Dec 31, 18

0.05%

XML SECURITIES, LLC

1.38K

Mar 31, 18

0.00%

IFC Holdings Incorporated/FL

4.38K

Dec 31, 17

-455

0.02%

WealthShield, LLC

286

Dec 31, 17

+286

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-6.45K

Commonwealth Equity Services, Inc

77.30K

Jun 30, 17

-640

0.28%

WFG Advisors, LP

210

Jun 30, 17

+210

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-3.50K

MSI Financial Services Inc

41.74K

Dec 31, 16

+10.87K

0.15%

SOCIETE GENERALE

9.24K

Jun 30, 16

+9.24K

0.03%

Investors Capital Advisory Services

5.01K

Jun 30, 16

-3.05K

0.02%

Gupta Wealth Management LLC

Mar 31, 16

0.00%

MANAGED ACCOUNT ADVISORS LLC

9.99K

Jun 30, 15

+3.56K

0.04%

NEW ENGLAND SECURITIES CORP /MA/

11.67K

Dec 31, 14

+3.02K

0.04%

Placemark Investments, Inc.

1.24K

Dec 31, 14

+1.24K

0.00%

UBS AG

78.03K

Sep 30, 14

-3.31K

0.28%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-4.21K

KNIGHT CAPITAL GROUP LLC

9.37K

Jun 30, 13

+1.50K

0.03%

First Allied Securities, Inc.

1.91K

Jun 30, 12

-500

0.01%