IMCG(IMCG)
IMCG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3.01M | Jun 30, 26 | -- | 7.24% |
| LPL Financial LLC | 2.87M | Jun 30, 26 | +268.59K | 6.92% |
| RMG Wealth Management LLC | 1.33M | Jun 30, 26 | +1.33M | 3.21% |
| MORGAN STANLEY | 1.32M | Jun 30, 26 | +37.24K | 3.17% |
| RAYMOND JAMES FINANCIAL INC | 1.14M | Jun 30, 26 | +114.77K | 2.74% |
| AMERIPRISE FINANCIAL INC | 1.02M | Jun 30, 26 | +90.83K | 2.46% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 993.16K | Jun 30, 26 | +165.79K | 2.39% |
| Cetera Investment Advisers | 970.84K | Jun 30, 26 | +27.27K | 2.34% |
| Allegheny Financial Group LTD | 622.18K | Jun 30, 26 | +401.77K | 1.50% |
| BANK OF AMERICA CORP /DE/ | 577.87K | Jun 30, 26 | +10.28K | 1.39% |
| ADVISOR GROUP HOLDINGS, INC. | 542.97K | Jun 30, 26 | +58.74K | 1.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 529.89K | Jun 30, 26 | -44.06K | 1.28% |
| UBS Group AG | 440.63K | Jun 30, 26 | -7.87K | 1.06% |
| Mariner, LLC | 436.06K | Jun 30, 26 | -41.12K | 1.05% |
| VICTORY FINANCIAL GROUP, LLC | 430.92K | Jun 30, 26 | -1.06K | 1.04% |
| WELLS FARGO & COMPANY/MN | 422.53K | Jun 30, 26 | +8.80K | 1.02% |
| Cornerstone Planning Group LLC | 390.78K | Jun 30, 26 | +8.29K | 0.94% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 310.63K | Jun 30, 26 | -135.47K | 0.75% |
| SRS Capital Advisors, Inc. | 305.92K | Jun 30, 26 | +16.63K | 0.74% |
| Orgel Wealth Management, LLC | 284.16K | Jun 30, 26 | -7.45K | 0.68% |
| Cosner Financial Group, LLC | 277.58K | Jun 30, 26 | +4.12K | 0.67% |
| ECLECTIC ASSOCIATES INC /ADV | 263.64K | Jun 30, 26 | +15.17K | 0.64% |
| CAPITAL WEALTH MANAGEMENT, LLC | 243.50K | Jun 30, 26 | +16.62K | 0.59% |
| BEAM WEALTH ADVISORS, INC. | 239.99K | Jun 30, 26 | -20.39K | 0.58% |
| Rodgers & Associates, LTD | 236.68K | Jun 30, 26 | -7.62K | 0.57% |
| IAG Wealth Partners, LLC | 225.13K | Jun 30, 26 | -4.82K | 0.54% |
| ROYAL BANK OF CANADA | 212.86K | Jun 30, 26 | -56.56K | 0.51% |
| Steele Capital Management, Inc. | 205.31K | Jun 30, 26 | +1.43K | 0.49% |
| Matrix Trust Co | 205.31K | Jun 30, 26 | +1.43K | 0.49% |
| Mount Yale Investment Advisors, LLC | 196.09K | Jun 30, 26 | +56.43K | 0.47% |
| Rockport Wealth LLC | 194.33K | Jun 30, 26 | -16.08K | 0.47% |
| THRIVENT FINANCIAL FOR LUTHERANS | 192.45K | Jun 30, 26 | +188.22K | 0.46% |
| Bedel Financial Consulting, Inc. | 167.37K | Jun 30, 26 | +2.23K | 0.40% |
| PTM WEALTH MANAGEMENT, LLC | 163.48K | Jun 30, 26 | +6.43K | 0.39% |
| Eagle Strategies LLC | 159.64K | Jun 30, 26 | -1.63K | 0.38% |
| GRANVILLE CAPITAL, INC. | 150.57K | Jun 30, 26 | +4.88K | 0.36% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 145.71K | Jun 30, 26 | +6.99K | 0.35% |
| Vestmark Advisory Solutions, Inc. | 144.17K | Jun 30, 26 | +6.93K | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 144.11K | Jun 30, 26 | -17.87K | 0.35% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 142.95K | Jun 30, 26 | -9.79K | 0.34% |
| Integrated Investment Consultants, LLC | 136.47K | Jun 30, 26 | +3.40K | 0.33% |
| Sigma Planning Corp | 130.98K | Jun 30, 26 | +1.10K | 0.32% |
| WELLINGTON MANAGEMENT GROUP LLP | 122.95K | Jun 30, 26 | +122.95K | 0.30% |
| Cambridge Investment Research Advisors, Inc. | 114.75K | Jun 30, 26 | -19.49K | 0.28% |
| Scott Capital Advisors, LLC | 113.38K | Jun 30, 26 | -1.58K | 0.27% |
| Wood Tarver Financial Group, LLC | 113.38K | Jun 30, 26 | +6.13K | 0.27% |
| Tandem Financial, LLC | 112.51K | Jun 30, 26 | +5.03K | 0.27% |
| OxenFree Capital LLC | 111.45K | Jun 30, 26 | +983 | 0.27% |
| Certified Advisory Corp | 111.06K | Jun 30, 26 | +13.19K | 0.27% |
| NewEdge Advisors, LLC | 109.20K | Jun 30, 26 | +16.58K | 0.26% |
| PFS Partners, LLC | 103.99K | Jun 30, 26 | +2.06K | 0.25% |
| Equitable Holdings, Inc. | 98.56K | Jun 30, 26 | -108.29K | 0.24% |
| TRUIST FINANCIAL CORP | 98.43K | Jun 30, 26 | -9.18K | 0.24% |
| Steward Partners Investment Advisory, LLC | 90.52K | Jun 30, 26 | -8.96K | 0.22% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 84.47K | Jun 30, 26 | -3.97K | 0.20% |
| Private Advisor Group, LLC | 83.53K | Jun 30, 26 | +11.43K | 0.20% |
| Verde Capital Management | 81.70K | Jun 30, 26 | +4.18K | 0.20% |
| Ipsen Advisor Group LLC | 80.65K | Jun 30, 26 | +151 | 0.19% |
| OPPENHEIMER & CO INC | 79.97K | Jun 30, 26 | -244 | 0.19% |
| DDFG, Inc | 79.70K | Jun 30, 26 | +2.12K | 0.19% |
| MARINO, STRAM & ASSOCIATES LLC | 73.25K | Jun 30, 26 | +2.76K | 0.18% |
| DENVER WEALTH MANAGEMENT, INC. | 72.75K | Jun 30, 26 | +13.15K | 0.18% |
| JPMORGAN CHASE & CO | 71.22K | Jun 30, 26 | -20.65K | 0.17% |
| Kestra Advisory Services, LLC | 69.50K | Jun 30, 26 | -2.02K | 0.17% |
| CASTLE WEALTH MANAGEMENT LLC | 66.11K | Jun 30, 26 | +446 | 0.16% |
| MML INVESTORS SERVICES, LLC | 65.23K | Jun 30, 26 | +11.82K | 0.16% |
| Premier Private Wealth Management LLC | 65.03K | Jun 30, 26 | +7.74K | 0.16% |
| Cerro Pacific Wealth Advisors LLC | 63.69K | Jun 30, 26 | +5.38K | 0.15% |
| Chaney Capital Management, Inc. | 62.51K | Jun 30, 26 | +3.21K | 0.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 61.63K | Jun 30, 26 | +5.70K | 0.15% |
| Kellett Wealth Advisors, LLC | 59.43K | Jun 30, 26 | +2.81K | 0.14% |
| Diversify Advisory Services, LLC | 58.50K | Jun 30, 26 | +58.50K | 0.14% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 58.50K | Jun 30, 26 | +179 | 0.14% |
| American Trust | 56.43K | Jun 30, 26 | -5.60K | 0.14% |
| Summit Asset Management, LLC | 56.26K | Jun 30, 26 | -1.12K | 0.14% |
| Employees' Retirement Fund of the City of Fort Worth | 55.50K | Jun 30, 26 | -- | 0.13% |
| JONES FINANCIAL COMPANIES LLLP | 55.40K | Jun 30, 26 | +17.45K | 0.13% |
| Merit Financial Group, LLC | 54.35K | Jun 30, 26 | -221 | 0.13% |
| Creative Planning | 53.56K | Jun 30, 26 | +3.84K | 0.13% |
| Virtus Wealth Solutions LLC | 52.13K | Jun 30, 26 | -652 | 0.13% |
| KINGSWOOD WEALTH ADVISORS, LLC | 51.86K | Jun 30, 26 | +246 | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 51.76K | Jun 30, 26 | -2.40K | 0.12% |
| Ambassador Advisors, LLC | 51.75K | Jun 30, 26 | +29.44K | 0.12% |
| STEINBERGANNA WEALTH MANAGEMENT | 50.88K | Jun 30, 26 | -1.88K | 0.12% |
| NWAM LLC | 49.61K | Jun 30, 26 | -2.34K | 0.12% |
| Janney Montgomery Scott LLC | 48.89K | Jun 30, 26 | -1.14K | 0.12% |
| BLAIR WILLIAM & CO/IL | 48.13K | Jun 30, 26 | +5.84K | 0.12% |
| Prospect Financial Services LLC | 46.86K | Jun 30, 26 | +8.94K | 0.11% |
| Black Diamond Financial, LLC | 42.96K | Jun 30, 26 | +367 | 0.10% |
| James J. Burns & Company, LLC | 42.27K | Jun 30, 26 | -1.17K | 0.10% |
| VALLEY NATIONAL ADVISERS INC | 40.67K | Jun 30, 26 | -118 | 0.10% |
| Horizon Family Wealth, Inc. | 40.54K | Jun 30, 26 | -93 | 0.10% |
| Retirement Planning Group | 37.85K | Jun 30, 26 | +37.85K | 0.09% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 37.10K | Jun 30, 26 | +159 | 0.09% |
| Accel Wealth Management | 33.33K | Jun 30, 26 | -535 | 0.08% |
| SUMMIT WEALTH GROUP LLC / CO | 32.67K | Jun 30, 26 | +624 | 0.08% |
| Ignite Planners, LLC | 32.58K | Jun 30, 26 | +742 | 0.08% |
| Family Legacy, Inc. | 31.89K | Jun 30, 26 | -286 | 0.08% |
| HighTower Advisors, LLC | 31.47K | Jun 30, 26 | -1.67K | 0.08% |
| Integrated Wealth Concepts LLC | 30.97K | Jun 30, 26 | -1.26K | 0.07% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 30.93K | Jun 30, 26 | -248 | 0.07% |
| Capital Square, LLC | 30.58K | Jun 30, 26 | -612 | 0.07% |
| Kingsview Wealth Management, LLC | 30.11K | Jun 30, 26 | -201 | 0.07% |
| Balanced Rock Investment Advisor | 29.81K | Jun 30, 26 | +29.81K | 0.07% |
| LRI Investments, LLC | 29.73K | Jun 30, 26 | -- | 0.07% |
| PRINCIPAL SECURITIES, INC. | 28.91K | Jun 30, 26 | -221 | 0.07% |
| AIRE ADVISORS, LLC | 28.84K | Jun 30, 26 | -2.33K | 0.07% |
| Horizon Investment Services, LLC | 27.88K | Jun 30, 26 | +948 | 0.07% |
| Sovran Advisors, LLC | 27.55K | Jun 30, 26 | +2.28K | 0.07% |
| RHODES INVESTMENT ADVISORS INC /ADV | 26.04K | Jun 30, 26 | -140 | 0.06% |
| United Advisor Group, LLC | 25.90K | Jun 30, 26 | +851 | 0.06% |
| GHP Investment Advisors, Inc. | 25.34K | Jun 30, 26 | -1.45K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 24.15K | Jun 30, 26 | -2.58K | 0.06% |
| Visionary Wealth Advisors | 23.91K | Jun 30, 26 | -1.82K | 0.06% |
| CIBC Bancorp USA Inc. | 22.57K | Jun 30, 26 | +3.62K | 0.05% |
| Hilltop Holdings Inc. | 22.53K | Jun 30, 26 | +188 | 0.05% |
| GOLDMAN SACHS GROUP INC | 22.34K | Jun 30, 26 | -3.75K | 0.05% |
| SAGESPRING WEALTH PARTNERS, LLC | 22.18K | Jun 30, 26 | +20 | 0.05% |
| First Bank & Trust | 22.16K | Jun 30, 26 | +3.96K | 0.05% |
| Ausdal Financial Partners, Inc. | 21.89K | Jun 30, 26 | +1.76K | 0.05% |
| Stanich Group LLC | 21.77K | Jun 30, 26 | +4.12K | 0.05% |
| Farther Finance Advisors, LLC | 21.09K | Jun 30, 26 | +3.33K | 0.05% |
| PCA Investment Advisory Services Inc. | 20.98K | Jun 30, 26 | -112 | 0.05% |
| FMR LLC | 20.65K | Jun 30, 26 | +2.29K | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 20.59K | Jun 30, 26 | -136 | 0.05% |
| Courage Miller Partners, LLC | 20.48K | Jun 30, 26 | -1.63K | 0.05% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 20.13K | Jun 30, 26 | -1.47K | 0.05% |
| Nilsine Partners, LLC | 19.69K | Jun 30, 26 | +245 | 0.05% |
| Bonfire Financial | 19.58K | Jun 30, 26 | -55 | 0.05% |
| Betterment LLC | 19.18K | Jun 30, 26 | -1.12K | 0.05% |
| Focus Financial Network, Inc. | 18.83K | Jun 30, 26 | -614 | 0.05% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 18.72K | Jun 30, 26 | -1.97K | 0.05% |
| NOTTINGHAM ADVISORS, INC. | 18.68K | Jun 30, 26 | -- | 0.05% |
| Global Retirement Partners, LLC | 18.56K | Jun 30, 26 | +18.56K | 0.04% |
| Carnegie Capital Asset Management, LLC | 18.42K | Jun 30, 26 | +2.42K | 0.04% |
| Stratos Wealth Partners, LTD. | 18.40K | Jun 30, 26 | +1.03K | 0.04% |
| Capital Asset Advisory Services LLC | 17.63K | Jun 30, 26 | -306 | 0.04% |
| AXXCESS WEALTH MANAGEMENT, LLC | 17.63K | Jun 30, 26 | +17.63K | 0.04% |
| NATIXIS ADVISORS, L.P. | 17.55K | Jun 30, 26 | +3.85K | 0.04% |
| MONEY CONCEPTS CAPITAL CORP | 17.42K | Jun 30, 26 | -246 | 0.04% |
| Perissos Private Wealth Management, LLC | 17.08K | Jun 30, 26 | -168 | 0.04% |
| Equity Wealth Partners, LLC | 16.96K | Jun 30, 26 | -14 | 0.04% |
| McAdam, LLC | 16.70K | Jun 30, 26 | -4.80K | 0.04% |
| DAVENPORT & Co LLC | 15.86K | Jun 30, 26 | -1.54K | 0.04% |
| SILVER OAK SECURITIES, INCORPORATED | 15.73K | Jun 30, 26 | -6 | 0.04% |
| HF Advisory Group, LLC | 15.26K | Jun 30, 26 | +92 | 0.04% |
| Neumann Capital Management, LLC | 15.08K | Jun 30, 26 | -- | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 14.57K | Jun 30, 26 | -554 | 0.04% |
| IEQ CAPITAL, LLC | 14.37K | Jun 30, 26 | -- | 0.03% |
| CITIGROUP INC | 13.49K | Jun 30, 26 | -898 | 0.03% |
| HARBOUR INVESTMENTS, INC. | 13.40K | Jun 30, 26 | -452 | 0.03% |
| Resources Investment Advisors, LLC. | 13.23K | Jun 30, 26 | -411 | 0.03% |
| PACIFIC SUN FINANCIAL CORP | 13.22K | Jun 30, 26 | +30 | 0.03% |
| KPP Advisory Services LLC | 12.80K | Jun 30, 26 | -905 | 0.03% |
| BENJAMIN EDWARDS INC | 12.44K | Jun 30, 26 | +17 | 0.03% |
| Capital Analysts, LLC | 12.43K | Jun 30, 26 | +322 | 0.03% |
| Vise Technologies, Inc. | 12.28K | Jun 30, 26 | -467 | 0.03% |
| J.W. COLE ADVISORS, INC. | 12.11K | Jun 30, 26 | +12.11K | 0.03% |
| STIFEL FINANCIAL CORP | 12.00K | Jun 30, 26 | -425 | 0.03% |
| LaFleur & Godfrey LLC | 11.99K | Jun 30, 26 | +732 | 0.03% |
| FIFTH THIRD BANCORP | 11.87K | Jun 30, 26 | -333 | 0.03% |
| MGO ONE SEVEN LLC | 11.87K | Jun 30, 26 | -95.15K | 0.03% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 11.86K | Jun 30, 26 | +1.06K | 0.03% |
| AdvisorNet Financial, Inc | 11.85K | Jun 30, 26 | -100 | 0.03% |
| PARK AVENUE SECURITIES LLC | 11.77K | Jun 30, 26 | +626 | 0.03% |
| Wealthcare Advisory Partners LLC | 11.57K | Jun 30, 26 | +481 | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 11.35K | Jun 30, 26 | -55 | 0.03% |
| Wilkerson Advisory Group LLC | 11.21K | Jun 30, 26 | -389 | 0.03% |
| Cresset Asset Management, LLC | 11.11K | Jun 30, 26 | -- | 0.03% |
| HARBOR INVESTMENT ADVISORY, LLC | 10.93K | Jun 30, 26 | -- | 0.03% |
| Madison Wealth Partners, Inc | 10.89K | Jun 30, 26 | +200 | 0.03% |
| Signal Advisors Wealth, LLC | 10.88K | Jun 30, 26 | +1.36K | 0.03% |
| Key Client Fiduciary Advisors, LLC | 10.66K | Jun 30, 26 | +835 | 0.03% |
| MAI Capital Management | 10.57K | Jun 30, 26 | +1.73K | 0.03% |
| Cape Investment Advisory, Inc. | 10.35K | Jun 30, 26 | -- | 0.02% |
| Atria Investments, Inc | 10.29K | Jun 30, 26 | +10.29K | 0.02% |
| HRC WEALTH MANAGEMENT, LLC | 10.17K | Jun 30, 26 | -1.25K | 0.02% |
| MONECO Advisors, LLC | 10.03K | Jun 30, 26 | +10.03K | 0.02% |
| WILLNER & HELLER, LLC | 9.80K | Jun 30, 26 | +11 | 0.02% |
| Ponta Wealth Partners, LLC | 9.77K | Jun 30, 26 | -- | 0.02% |
| Carrera Capital Advisors | 9.54K | Jun 30, 26 | +5.27K | 0.02% |
| PFG Advisors | 9.45K | Jun 30, 26 | -138 | 0.02% |
| KEYVANTAGE WEALTH, LLC | 9.31K | Jun 30, 26 | -83 | 0.02% |
| CPWA, LLC | 9.31K | Jun 30, 26 | +1 | 0.02% |
| Financial Freedom, LLC | 9.31K | Jun 30, 26 | +6 | 0.02% |
| Truepoint, Inc. | 9.15K | Jun 30, 26 | -1.73K | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.09K | Jun 30, 26 | -2.28K | 0.02% |
| AtlasMark Financial, Inc | 9.00K | Jun 30, 26 | -- | 0.02% |
| Regal Investment Advisors LLC | 8.94K | Jun 30, 26 | -12 | 0.02% |
| Sentinel Advisory Group, LLC | 8.92K | Jun 30, 26 | -80 | 0.02% |
| IHT Wealth Management, LLC | 8.90K | Jun 30, 26 | +10 | 0.02% |
| Mutual Advisors, LLC | 8.75K | Jun 30, 26 | +361 | 0.02% |
| CI Private Wealth, LLC | 8.62K | Jun 30, 26 | -803 | 0.02% |
| IBEX WEALTH ADVISORS | 8.61K | Jun 30, 26 | +223 | 0.02% |
| Atomi Financial Group, Inc. | 8.48K | Jun 30, 26 | -40 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.42K | Jun 30, 26 | +1.51K | 0.02% |
| JIM SAULNIER & ASSOCIATES, LLC | 8.40K | Jun 30, 26 | -9.42K | 0.02% |
| Ridgewood Investments LLC | 8.28K | Jun 30, 26 | +37 | 0.02% |
| Nuveen, LLC | 8.21K | Jun 30, 26 | +8.21K | 0.02% |
| Gladstone Institutional Advisory LLC | 8.04K | Jun 30, 26 | +59 | 0.02% |
| MARIPAU WEALTH MANAGEMENT LLC | 8.02K | Jun 30, 26 | +1.41K | 0.02% |
| Michels Family Financial, LLC | 8.00K | Jun 30, 26 | -45 | 0.02% |
| Falcon Wealth Planning | 7.83K | Jun 30, 26 | -- | 0.02% |
| Advisory Services Network, LLC | 7.52K | Jun 30, 26 | -140 | 0.02% |
| Onyx Bridge Wealth Group LLC | 7.21K | Jun 30, 26 | -770 | 0.02% |
| Pensionmark Financial Group, LLC | 7.12K | Jun 30, 26 | -2.02K | 0.02% |
| MidAtlantic Capital Management, Inc. | 7.11K | Jun 30, 26 | -- | 0.02% |
| Geneos Wealth Management Inc. | 7.08K | Jun 30, 26 | +2 | 0.02% |
| Nova Wealth Management, Inc. | 6.69K | Jun 30, 26 | -3.54K | 0.02% |
| Quantinno Capital Management LP | 6.57K | Jun 30, 26 | +6.57K | 0.02% |
| Whitaker-Myers Wealth Managers, LTD. | 6.52K | Jun 30, 26 | -22 | 0.02% |
| BANK OF MONTREAL /CAN/ | 6.47K | Jun 30, 26 | -- | 0.02% |
| Savant Capital, LLC | 6.41K | Jun 30, 26 | -1.32K | 0.02% |
| IFP Advisors, Inc | 6.28K | Jun 30, 26 | -90 | 0.02% |
| FLAGSTAR ADVISORS INC. | 6.28K | Jun 30, 26 | +149 | 0.02% |
| Buck Wealth Strategies, LLC | 6.18K | Jun 30, 26 | -67 | 0.01% |
| Clearbridge Investments, LLC | 6.17K | Jun 30, 26 | -630 | 0.01% |
| Mayfair Advisory Group, LLC | 6.17K | Jun 30, 26 | +1 | 0.01% |
| Heartwood Wealth Advisors LLC | 6.04K | Jun 30, 26 | +2.09K | 0.01% |
| Asset Allocation Strategies LLC | 6.02K | Jun 30, 26 | +64 | 0.01% |
| IFG Advisory, LLC | 5.95K | Jun 30, 26 | +5.95K | 0.01% |
| Innova Wealth Partners | 5.93K | Jun 30, 26 | +2.76K | 0.01% |
| WealthTrak Capital Management LLC | 5.83K | Jun 30, 26 | -84 | 0.01% |
| Investment Partners Asset Management, Inc. | 5.76K | Jun 30, 26 | +5.76K | 0.01% |
| GWN SECURITIES INC. | 5.60K | Jun 30, 26 | +353 | 0.01% |
| PINNACLE ASSOCIATES LTD | 5.60K | Jun 30, 26 | -- | 0.01% |
| D.A. DAVIDSON & CO. | 5.58K | Jun 30, 26 | +197 | 0.01% |
| Fermata Advisors, LLC | 5.52K | Jun 30, 26 | +146 | 0.01% |
| Addison Advisors LLC | 5.50K | Jun 30, 26 | -2.53K | 0.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 5.50K | Jun 30, 26 | -114 | 0.01% |
| Kaizen Financial Strategies | 5.36K | Jun 30, 26 | -96 | 0.01% |
| ASSETMARK, INC | 5.20K | Jun 30, 26 | +454 | 0.01% |
| Revisor Wealth Management LLC | 5.17K | Jun 30, 26 | +103 | 0.01% |
| TRANSCEND CAPITAL ADVISORS, LLC | 5.12K | Jun 30, 26 | -169 | 0.01% |
| Westside Investment Management, Inc. | 5.10K | Jun 30, 26 | -- | 0.01% |
| Prospera Financial Services Inc | 5.09K | Jun 30, 26 | -1.06K | 0.01% |
| Kaydan Wealth Management, Inc. | 4.95K | Jun 30, 26 | -- | 0.01% |
| Triangle Securities Wealth Management | 4.82K | Jun 30, 26 | +145 | 0.01% |
| Davis Investment Partners, LLC | 4.80K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Financial Partners, Inc. | 4.77K | Jun 30, 26 | -96 | 0.01% |
| BLALOCK WILLIAMS, LLC | 4.70K | Jun 30, 26 | -- | 0.01% |
| Trust Point Inc. | 4.65K | Jun 30, 26 | -- | 0.01% |
| American Money Management, LLC | 4.63K | Jun 30, 26 | -- | 0.01% |
| Asset Management Group, Inc. | 4.57K | Jun 30, 26 | +5 | 0.01% |
| Everstar Asset Management, LLC | 4.56K | Jun 30, 26 | -16 | 0.01% |
| High Net Worth Advisory Group LLC | 4.50K | Jun 30, 26 | -- | 0.01% |
| Journey Advisory Group, LLC | 4.38K | Jun 30, 26 | -- | 0.01% |
| LexAurum Advisors, LLC | 4.36K | Jun 30, 26 | -1 | 0.01% |
| US BANCORP \DE\ | 4.33K | Jun 30, 26 | -- | 0.01% |
| Unified Investment Management | 4.29K | Jun 30, 26 | +5 | 0.01% |
| Ameritas Advisory Services, LLC | 4.19K | Jun 30, 26 | +4.19K | 0.01% |
| MEANS INVESTMENT CO., INC. | 4.11K | Jun 30, 26 | +1 | 0.01% |
| WealthCare Investment Partners, LLC | 4.09K | Jun 30, 26 | +4 | 0.01% |
| LongView Wealth Management | 4.07K | Jun 30, 26 | +56 | 0.01% |
| TAGStone Capital, Inc. | 4.07K | Jun 30, 26 | +203 | 0.01% |
| ROMAN BUTLER FULLERTON & CO | 4.06K | Jun 30, 26 | +795 | 0.01% |
| Secure Asset Management, LLC | 4.05K | Jun 30, 26 | -269 | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 4.03K | Jun 30, 26 | -- | 0.01% |
| Jacobi Capital Management LLC | 4.02K | Jun 30, 26 | +69 | 0.01% |
| Modern Wealth Management, LLC | 4.00K | Jun 30, 26 | +329 | 0.01% |
| Monetary Solutions, Ltd | 4.00K | Jun 30, 26 | -33 | 0.01% |
| Clearstead Advisors, LLC | 3.96K | Jun 30, 26 | +71 | 0.01% |
| Dynamic Advisor Solutions LLC | 3.95K | Jun 30, 26 | -148 | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 3.95K | Jun 30, 26 | +1.15K | 0.01% |
| Northern Capital Management, Inc. | 3.88K | Jun 30, 26 | -- | 0.01% |
| Clark Asset Management, LLC | 3.84K | Jun 30, 26 | +1.22K | 0.01% |
| COMPASS CAPITAL MANAGEMENT, INC | 3.84K | Jun 30, 26 | -- | 0.01% |
| STUDIO INVESTMENT MANAGEMENT LLC | 3.83K | Jun 30, 26 | +233 | 0.01% |
| Rede Wealth, LLC | 3.79K | Jun 30, 26 | -- | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.64K | Jun 30, 26 | +3.64K | 0.01% |
| Cerity Partners LLC | 3.62K | Jun 30, 26 | -719 | 0.01% |
| Trilogy Capital Inc. | 3.61K | Jun 30, 26 | -38 | 0.01% |
| PRIVATE TRUST CO NA | 3.56K | Jun 30, 26 | -- | 0.01% |
| Colony Group, LLC | 3.50K | Jun 30, 26 | -5.24K | 0.01% |
| XY Planning Network, Inc. | 3.50K | Jun 30, 26 | +3.50K | 0.01% |
| Brand Asset Management Group, Inc. | 3.49K | Jun 30, 26 | -- | 0.01% |
| Meeder Advisory Services, Inc. | 3.49K | Jun 30, 26 | -- | 0.01% |
| Brinker Capital Investments, LLC | 3.48K | Jun 30, 26 | -- | 0.01% |
| Keating Financial Advisory Services, Inc. | 3.40K | Jun 30, 26 | -- | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | 3.40K | Jun 30, 26 | +125 | 0.01% |
| FCG Investment Co | 3.39K | Jun 30, 26 | +1 | 0.01% |
| DELTA ASSET MANAGEMENT LLC/TN | 3.36K | Jun 30, 26 | -- | 0.01% |
| STEPHENS INC /AR/ | 3.30K | Jun 30, 26 | +1 | 0.01% |
| Strategic Financial Concepts, LLC | 3.24K | Jun 30, 26 | -142 | 0.01% |
| Bogart Wealth, LLC | 3.22K | Jun 30, 26 | +404 | 0.01% |
| Valmark Advisers, Inc. | 3.20K | Jun 30, 26 | +42 | 0.01% |
| Sanctuary Advisors, LLC | 3.20K | Jun 30, 26 | -- | 0.01% |
| Baird Financial Group, Inc. | 3.15K | Jun 30, 26 | -45 | 0.01% |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 3.15K | Jun 30, 26 | +3.15K | 0.01% |
| StoneX Group Inc. | 3.12K | Jun 30, 26 | -1.51K | 0.01% |
| Larson Financial Group LLC | 3.10K | Jun 30, 26 | +161 | 0.01% |
| Kendall Capital Management | 3.07K | Jun 30, 26 | +1 | 0.01% |
| Smartleaf Asset Management LLC | 3.07K | Jun 30, 26 | -- | 0.01% |
| Evanson Financial, LLC | 3.00K | Jun 30, 26 | +3.00K | 0.01% |
| Indivisible Partners | 2.87K | Jun 30, 26 | +2.87K | 0.01% |
| RAM Investment Partners, LLC | 2.87K | Jun 30, 26 | -- | 0.01% |
| Asempa Wealth Advisors | 2.80K | Jun 30, 26 | +2 | 0.01% |
| CFS Investment Advisory Services, LLC | 2.79K | Jun 30, 26 | -557 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.78K | Jun 30, 26 | +412 | 0.01% |
| Landing Point Financial Group, LLC | 2.72K | Jun 30, 26 | -- | 0.01% |
| DAHRING | CUSMANO LLC | 2.71K | Jun 30, 26 | +2 | 0.01% |
| Lido Advisors, LLC | 2.68K | Jun 30, 26 | +2 | 0.01% |
| CreativeOne Wealth, LLC | 2.67K | Jun 30, 26 | -151 | 0.01% |
| Sagace Wealth Management LLC | 2.64K | Jun 30, 26 | +2.64K | 0.01% |
| FC Advisory LLC | 2.64K | Jun 30, 26 | -- | 0.01% |
| Procyon Advisors, LLC | 2.60K | Jun 30, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 2.59K | Jun 30, 26 | +2.59K | 0.01% |
| Opal Wealth Advisors, LLC | 2.57K | Jun 30, 26 | -- | 0.01% |
| Independent Wealth Network Inc. | 2.57K | Jun 30, 26 | +2.57K | 0.01% |
| AMERICAN NATIONAL BANK | 2.51K | Jun 30, 26 | -- | 0.01% |
| BlueChip Wealth Advisors LLC | 2.49K | Jun 30, 26 | -142 | 0.01% |
| Fiduciary Alliance LLC | 2.44K | Jun 30, 26 | +2.44K | 0.01% |
| Kovack Advisors, Inc. | 2.44K | Jun 30, 26 | +2.44K | 0.01% |
| Gotham Asset Management, LLC | 2.43K | Jun 30, 26 | +2.43K | 0.01% |
| Cornerstone Wealth Management, LLC | 2.42K | Jun 30, 26 | +2.42K | 0.01% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.41K | Jun 30, 26 | +2.41K | 0.01% |
| Fortis Capital Advisors, LLC | 2.37K | Jun 30, 26 | +2.37K | 0.01% |
| Belpointe Asset Management LLC | 2.37K | Jun 30, 26 | -8.06K | 0.01% |
| Breakwater Capital Group | 2.37K | Jun 30, 26 | -278 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.36K | Jun 30, 26 | +1.86K | 0.01% |
| Parallel Advisors, LLC | 2.35K | Jun 30, 26 | +499 | 0.01% |
| Allworth Financial LP | 2.34K | Jun 30, 26 | -670 | 0.01% |
| PACES FERRY WEALTH ADVISORS, LLC | 2.32K | Jun 30, 26 | +2.32K | 0.01% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.29K | Jun 30, 26 | +2.29K | 0.01% |
| SAGE FINANCIAL GROUP INC | 2.27K | Jun 30, 26 | +2.27K | 0.01% |
| Granite Investment Partners, LLC | 2.21K | Jun 30, 26 | -- | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.19K | Jun 30, 26 | +2.19K | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 2.19K | Jun 30, 26 | +2.19K | 0.01% |
| Lansing Street Advisors | 2.16K | Jun 30, 26 | +2.16K | 0.01% |
| Beacon Pointe Advisors, LLC | 2.15K | Jun 30, 26 | +2.15K | 0.01% |
| Clear Creek Financial Management, LLC | 2.15K | Jun 30, 26 | +2.15K | 0.01% |
| City State Bank | 2.15K | Jun 30, 26 | -- | 0.01% |
| Telos Capital Management, Inc. | 2.13K | Jun 30, 26 | +2.13K | 0.01% |
| CX Institutional | 2.10K | Jun 30, 26 | +32 | 0.01% |
| Tanglewood Legacy Advisors, LLC | 2.09K | Jun 30, 26 | -- | 0.01% |
| Carolina Wealth Management Inc | 2.09K | Jun 30, 26 | +2.09K | 0.01% |
| Keel Point, LLC | 2.08K | Jun 30, 26 | -961 | 0.01% |
| Nvest Financial, LLC | 2.06K | Jun 30, 26 | +2.06K | 0.00% |
| Proactive Wealth Strategies LLC | 2.06K | Jun 30, 26 | +2.06K | 0.00% |
| Western Wealth Management, LLC | 2.04K | Jun 30, 26 | +56 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 1.78K | Jun 30, 26 | -595 | 0.00% |
| BankPlus Trust Department | 1.75K | Jun 30, 26 | -- | 0.00% |
| NBT BANK N A /NY | 1.65K | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 1.63K | Jun 30, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 1.57K | Jun 30, 26 | +2 | 0.00% |
| Owl Creek Wealth Partners LLC | 1.55K | Jun 30, 26 | -- | 0.00% |
| CENTAURUS FINANCIAL, INC. | 1.47K | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 1.31K | Jun 30, 26 | -17.27K | 0.00% |
| Concord Wealth Partners | 1.12K | Jun 30, 26 | +1.12K | 0.00% |
| Provenance Wealth Advisors, LLC | 1.03K | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 980 | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 956 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 901 | Jun 30, 26 | +34 | 0.00% |
| HUNTINGTON NATIONAL BANK | 813 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 807 | Jun 30, 26 | +35 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 790 | Jun 30, 26 | -390 | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 774 | Jun 30, 26 | -- | 0.00% |
| Greykasell Wealth Strategies, Inc. | 731 | Jun 30, 26 | -- | 0.00% |
| SFAM, LLC | 729 | Jun 30, 26 | -- | 0.00% |
| TD Capital Management LLC | 725 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO | 662 | Jun 30, 26 | +422 | 0.00% |
| Operose Advisors LLC | 659 | Jun 30, 26 | -229 | 0.00% |
| Basepoint Wealth LLC | 592 | Jun 30, 26 | +1 | 0.00% |
| MCF Advisors LLC | 550 | Jun 30, 26 | -- | 0.00% |
| GGM Financials LLC | 537 | Jun 30, 26 | +1 | 0.00% |
| TSFG, LLC | 517 | Jun 30, 26 | -- | 0.00% |
| RICHARDS, MERRILL & PETERSON, INC. | 510 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 500 | Jun 30, 26 | +500 | 0.00% |
| Salomon & Ludwin, LLC | 488 | Jun 30, 26 | -25 | 0.00% |
| Capital Advisors, Ltd. LLC | 453 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 448 | Jun 30, 26 | -10 | 0.00% |
| Mosley Wealth Management | 448 | Jun 30, 26 | -2.27K | 0.00% |
| Oakworth Capital, Inc. | 420 | Jun 30, 26 | -- | 0.00% |
| St. Johns Investment Management Company, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 400 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 386 | Jun 30, 26 | -50 | 0.00% |
| Nemes Rush Group LLC | 367 | Jun 30, 26 | +1 | 0.00% |
| NBC SECURITIES, INC. | 358 | Jun 30, 26 | -- | 0.00% |
| Quaker Wealth Management, LLC | 338 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 318 | Jun 30, 26 | +318 | 0.00% |
| Godfrey Financial Associates, Inc. | 313 | Jun 30, 26 | -- | 0.00% |
| Three Bearings Fiduciary Advisors, Inc. | 305 | Jun 30, 26 | -- | 0.00% |
| YANKCOM Partnership | 300 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 297 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Financial Management LLC | 287 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 283 | Jun 30, 26 | -503 | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 225 | Jun 30, 26 | -235 | 0.00% |
| EASTERN BANK | 222 | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 222 | Jun 30, 26 | -32 | 0.00% |
| BAYBAN | 220 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 210 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 200 | Jun 30, 26 | +98 | 0.00% |
| HOEY INVESTMENTS, INC | 171 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 139 | Jun 30, 26 | +139 | 0.00% |
| CENTRAL TRUST Co | 122 | Jun 30, 26 | +122 | 0.00% |
| Cedar Mountain Advisors, LLC | 121 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 105 | Jun 30, 26 | -105 | 0.00% |
| Pinnacle Bancorp, Inc. | 88 | Jun 30, 26 | -1.66K | 0.00% |
| Abound Wealth Management | 87 | Jun 30, 26 | -- | 0.00% |
| Barnes Dennig Private Wealth Management LLC | 78 | Jun 30, 26 | -- | 0.00% |
| BOK Financial Private Wealth, Inc. | 64 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 63 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 61 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 60 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 55 | Jun 30, 26 | +4 | 0.00% |
| Asset Dedication, LLC | 49 | Jun 30, 26 | -- | 0.00% |
| EPG Wealth Management LLC | 48 | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 44 | Jun 30, 26 | -56 | 0.00% |
| Keystone Financial Group, Inc. | 40 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 38 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 36 | Jun 30, 26 | -60 | 0.00% |
| Lloyd Advisory Services, LLC. | 36 | Jun 30, 26 | -495 | 0.00% |
| Brooklyn FI, LLC | 31 | Jun 30, 26 | +31 | 0.00% |
| one8zero8, LLC | 30 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 28 | Jun 30, 26 | +28 | 0.00% |
| Physician Wealth Advisors, Inc. | 26 | Jun 30, 26 | +26 | 0.00% |
| Central Pacific Bank - Trust Division | 18 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 18 | Jun 30, 26 | -- | 0.00% |
| Morton Brown Family Wealth, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| Provident Wealth Management, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | Jun 30, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | -- | Jun 30, 26 | -21 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -10.83K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -26.37K | -- |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | -- | Jun 30, 26 | -6.75K | -- |
| Kingdom Financial Group LLC. | -- | Jun 30, 26 | -531 | -- |
| Quest 10 Wealth Builders, Inc. | -- | Jun 30, 26 | -258 | -- |
| Avalon Trust Co | -- | Jun 30, 26 | -1.20K | -- |
| Triumph Capital Management | -- | Jun 30, 26 | -14 | -- |
| EVOLVE PRIVATE WEALTH, LLC | -- | Jun 30, 26 | -6.99K | -- |
| Parkside Financial Bank & Trust | -- | Jun 30, 26 | -1 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -360 | -- |
| Networth Advisors, LLC | -- | Jun 30, 26 | -592 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -4.42K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -594 | -- |
| PROTECTIVE LIFE CORP | -- | Jun 30, 26 | -105 | -- |
| Richwood Investment Advisors, LLC | -- | Jun 30, 26 | -3.73K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -118 | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -5.84K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -9.44K | -- |
| DAGCO, INC. | -- | Jun 30, 26 | -380 | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -54 | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -17.67K | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -905 | -- |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -431.98K | -- |
| CWM, LLC | 116.41K | Mar 31, 26 | -79.81K | 0.28% |
| Marmo Financial Group, LLC | 38.94K | Mar 31, 26 | -598 | 0.09% |
| Leo Wealth, LLC | 35.79K | Mar 31, 26 | -567 | 0.09% |
| Skopos Labs, Inc. | 5.08K | Mar 31, 26 | +1.71K | 0.01% |
| rebel Financial LLC | 4.59K | Mar 31, 26 | -20 | 0.01% |
| Evanson Asset Management, LLC | 3.00K | Mar 31, 26 | -- | 0.01% |
| ROVIN CAPITAL /UT/ /ADV | 46.61K | Dec 31, 25 | +2.67K | 0.11% |
| CIBC Private Wealth Group, LLC | 16.72K | Dec 31, 25 | +10.81K | 0.04% |
| COMERICA BANK | 11.84K | Dec 31, 25 | -8.15K | 0.03% |
| Edge Financial Advisors LLC | 4.12K | Dec 31, 25 | -99 | 0.01% |
| High Falls Advisors, Inc | 3.50K | Dec 31, 25 | -- | 0.01% |
| MGB Wealth Management, LLC | 1.65K | Dec 31, 25 | +354 | 0.00% |
| ORG Partners LLC | 151 | Dec 31, 25 | -- | 0.00% |
| Full Sail Capital, LLC | 11.52K | Sep 30, 25 | -- | 0.03% |
| Burt Wealth Advisors | 9.50K | Sep 30, 25 | -- | 0.02% |
| PINNACLE FINANCIAL PARTNERS INC | 3.54K | Sep 30, 25 | -- | 0.01% |
| WOLVERINE TRADING, LLC | -- | Sep 30, 25 | -3.28K | -- |
| Pineridge Advisors LLC | -- | Sep 30, 25 | -56 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 541.32K | Jun 30, 25 | -4.80K | 1.30% |
| Congress Wealth Management LLC / DE / | 76.06K | Jun 30, 25 | +76.06K | 0.18% |
| FORTE CAPITAL LLC /ADV | 68.99K | Jun 30, 25 | +5.16K | 0.17% |
| Atria Wealth Solutions, Inc. | 14.82K | Jun 30, 25 | +638 | 0.04% |
| First Horizon Advisors, Inc. | 8.95K | Jun 30, 25 | -18 | 0.02% |
| PrairieView Partners, LLC | 42 | Jun 30, 25 | -- | 0.00% |
| Wolf Group Capital Advisors | 73.82K | Mar 31, 25 | -319 | 0.18% |
| Orion Portfolio Solutions, LLC | 3.48K | Mar 31, 25 | -- | 0.01% |
| Sandy Spring Bank | 52 | Mar 31, 25 | +52 | 0.00% |
| WR Wealth Planners, LLC | 12.30K | Dec 31, 24 | -1.88K | 0.03% |
| TAP Consulting, LLC | 4.91K | Dec 31, 24 | +10 | 0.01% |
| Quantitative Strategies, Inc. | 3.12K | Dec 31, 24 | +3.12K | 0.01% |
| PRIVATE CAPITAL MANAGEMENT LLC | -- | Dec 31, 24 | -1.54K | -- |
| Raymond James Financial Services Advisors, Inc. | 695.78K | Sep 30, 24 | +43.48K | 1.68% |
| RAYMOND JAMES & ASSOCIATES | 134.15K | Sep 30, 24 | +14.70K | 0.32% |
| ETFIDEA, LLC | 119.04K | Sep 30, 24 | -- | 0.29% |
| CEDRUS LLC | 103.51K | Sep 30, 24 | +7.98K | 0.25% |
| RAYMOND JAMES TRUST N.A. | 9.21K | Sep 30, 24 | -1.08K | 0.02% |
| Aspire Wealth Management Corp | 2.14K | Sep 30, 24 | +33 | 0.01% |
| M&R CAPITAL MANAGEMENT INC | 1.09K | Sep 30, 24 | +594 | 0.00% |
| First Personal Financial Services | 114 | Sep 30, 24 | -- | 0.00% |
| Arden Trust Co | 26.66K | Jun 30, 24 | -- | 0.06% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5.02K | Jun 30, 24 | -11 | 0.01% |
| Cetera Advisor Networks LLC | 156.72K | Mar 31, 24 | -4.74K | 0.38% |
| Eudaimonia Partners, LLC | 41.06K | Mar 31, 24 | +3.80K | 0.10% |
| Cetera Advisors LLC | 19.37K | Mar 31, 24 | +9.11K | 0.05% |
| KLR INVESTMENT ADVISORS, LLC | 12.40K | Mar 31, 24 | +12.40K | 0.03% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3.89K | Mar 31, 24 | -280 | 0.01% |
| FOCUS FINANCIAL NETWORK INC /ADV | 18.77K | Dec 31, 23 | +18.77K | 0.05% |
| DFPG INVESTMENTS, LLC | 16.62K | Dec 31, 23 | -81 | 0.04% |
| DB Wealth Management Group, LLC | 6.39K | Dec 31, 23 | -1.24K | 0.02% |
| Bartlett & Co. LLC | 1.00K | Dec 31, 23 | +1.00K | 0.00% |
| Baystate Wealth Management LLC | 693 | Dec 31, 23 | +4 | 0.00% |
| BEDEL FINANCIAL CONSULTING INC | 79.55K | Sep 30, 23 | +79.55K | 0.19% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 53.38K | Sep 30, 23 | -3.60K | 0.13% |
| PATHSTONE FAMILY OFFICE, LLC | 11.31K | Sep 30, 23 | +1.71K | 0.03% |
| Windsor Group LTD | 9.88K | Sep 30, 23 | -- | 0.02% |
| LEO BROKERAGE, LLC | 33.70K | Jun 30, 23 | -587 | 0.08% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 66.14K | Mar 31, 23 | +4.50K | 0.16% |
| ASSET MANAGEMENT CORP /IL/ /ADV | 4.14K | Mar 31, 23 | +104 | 0.01% |
| Laurel Wealth Advisors, Inc. | 16.39K | Dec 31, 22 | +358 | 0.04% |
| ACG Wealth | 73.94K | Sep 30, 22 | +3.43K | 0.18% |
| Surevest, LLC | 49.75K | Sep 30, 22 | +3.79K | 0.12% |
| American Portfolios Advisors | 27.47K | Sep 30, 22 | +1.82K | 0.07% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 24.46K | Sep 30, 22 | -2.11K | 0.06% |
| LFS ASSET MANAGEMENT | -- | Sep 30, 22 | -4.01K | -- |
| Brightworth | -- | Sep 30, 22 | -19.89K | -- |
| Titus Wealth Management | 4.60K | Jun 30, 22 | -- | 0.01% |
| Swaine & Leidel Wealth Services, LLC | 2.63K | Mar 31, 22 | +2.63K | 0.01% |
| Meristem Family Wealth, LLC | -- | Mar 31, 22 | -4.80K | -- |
| NEXT Financial Group, Inc | 194 | Dec 31, 21 | -- | 0.00% |
| Resource Management, LLC | -- | Dec 31, 21 | -4.05K | -- |
| Ameritas Investment Company, LLC | 24.88K | Sep 30, 21 | +24.88K | 0.06% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5.11K | Sep 30, 21 | -108 | 0.01% |
| LEVEL FOUR FINANCIAL, LLC | 3.47K | Sep 30, 21 | -14 | 0.01% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 2.51K | Sep 30, 20 | -163 | 0.01% |
| Starfire Investment Advisers, Inc. | 4.68K | Jun 30, 20 | +1 | 0.01% |
| TRUEWEALTH LLC | 531 | Jun 30, 20 | +315 | 0.00% |
| Lenox Wealth Management, Inc. | -- | Jun 30, 20 | -1 | -- |
| Advisor Group, Inc. | 7.33K | Dec 31, 19 | -16.37K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.37K | Dec 31, 19 | -868 | 0.01% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | -- | Sep 30, 19 | -839 | -- |
| NEXT Financial Holdings | 15 | Mar 31, 19 | +15 | 0.00% |
| Commonwealth Equity Services, Inc | 6.67K | Jun 30, 17 | -227 | 0.02% |
| Independent Portfolio Consultants, Inc. | 1.09K | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 1.28K | Dec 31, 16 | -148 | 0.00% |
| SOCIETE GENERALE | 3.40K | Jun 30, 16 | +3.40K | 0.01% |
| Investors Capital Advisory Services | 1.72K | Jun 30, 16 | -1.46K | 0.00% |
| ATHERTON LANE ADVISERS, LLC | 3.73K | Dec 31, 15 | -50 | 0.01% |
| MID CONTINENT CAPITAL LLC/IL | 5.05K | Sep 30, 15 | +3.55K | 0.01% |
| UBS AG | 27.21K | Sep 30, 14 | +2.98K | 0.07% |
| Signator Financial Services, Inc. | 700 | Sep 30, 13 | -- | 0.00% |
| KNIGHT CAPITAL GROUP LLC | 2.32K | Jun 30, 13 | -1.07K | 0.01% |
| First Allied Securities, Inc. | 29.37K | Jun 30, 12 | -374 | 0.07% |