iShares Core 1-5 Year USD Bond ETF(ISTB)
$48.05—
iShares Core 1-5 Year USD Bond ETF(ISTB)
NASDAQ
$48.05—
Institutional Ownership
Top 553 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Acorns Advisers, LLC | 12.77M | Jun 30, 26 | +946.67K | 12.13% |
| BlackRock, Inc. | 7.76M | Jun 30, 26 | +2.03M | 7.37% |
| STATE OF WISCONSIN INVESTMENT BOARD | 5.55M | Jun 30, 26 | +134.70K | 5.27% |
| Sixth Street Partners Management Company, L.P. | 2.63M | Jun 30, 26 | +2.63M | 2.49% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.63M | Jun 30, 26 | +56.36K | 2.49% |
| Triad Wealth Partners, LLC | 2.60M | Jun 30, 26 | +2.60M | 2.47% |
| RAYMOND JAMES FINANCIAL INC | 2.42M | Jun 30, 26 | +131.96K | 2.30% |
| JONES FINANCIAL COMPANIES LLLP | 2.06M | Jun 30, 26 | +294.90K | 1.96% |
| Mariner, LLC | 1.41M | Jun 30, 26 | +88.64K | 1.34% |
| SPINNAKER TRUST | 1.37M | Jun 30, 26 | -9.85K | 1.30% |
| Townsend & Associates, Inc | 1.24M | Jun 30, 26 | +35.06K | 1.18% |
| CAHABA WEALTH MANAGEMENT, INC. | 1.21M | Jun 30, 26 | +84.94K | 1.15% |
| LJI Wealth Management, LLC | 1.20M | Jun 30, 26 | +1.18M | 1.14% |
| Seven Springs Wealth Group, LLC | 1.14M | Jun 30, 26 | -212.16K | 1.09% |
| Financial Solutions Advisory Group, Inc. | 1.12M | Jun 30, 26 | -59.48K | 1.07% |
| MORGAN STANLEY | 1.12M | Jun 30, 26 | +186.95K | 1.06% |
| Prosperity Planning, Inc. | 1.10M | Jun 30, 26 | +80.41K | 1.04% |
| Trust Point Inc. | 1.10M | Jun 30, 26 | +3.33K | 1.04% |
| Apella Capital, LLC | 1.09M | Jun 30, 26 | +137.17K | 1.03% |
| UBS Group AG | 984.00K | Jun 30, 26 | +42.64K | 0.94% |
| JPMORGAN CHASE & CO | 967.74K | Jun 30, 26 | -19.11K | 0.92% |
| BANK OF AMERICA CORP /DE/ | 941.48K | Jun 30, 26 | +20.79K | 0.89% |
| MBL Wealth, LLC | 874.82K | Jun 30, 26 | +40.10K | 0.83% |
| LPL Financial LLC | 852.55K | Jun 30, 26 | -33.57K | 0.81% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 852.45K | Jun 30, 26 | +111.14K | 0.81% |
| WELLS FARGO & COMPANY/MN | 711.80K | Jun 30, 26 | +26.86K | 0.68% |
| FPC INVESTMENT ADVISORY, INC. | 688.51K | Jun 30, 26 | +35.03K | 0.65% |
| AMERIPRISE FINANCIAL INC | 674.03K | Jun 30, 26 | -55.01K | 0.64% |
| Destination Wealth Management | 644.17K | Jun 30, 26 | +11.49K | 0.61% |
| Geneos Wealth Management Inc. | 612.14K | Jun 30, 26 | +30.96K | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 609.93K | Jun 30, 26 | +52.47K | 0.58% |
| Courage Miller Partners, LLC | 594.28K | Jun 30, 26 | +24.41K | 0.56% |
| CIM, LLC | 553.49K | Jun 30, 26 | +1.72K | 0.53% |
| PITTENGER & ANDERSON INC | 552.51K | Jun 30, 26 | +10.84K | 0.53% |
| ROYAL BANK OF CANADA | 543.04K | Jun 30, 26 | +18.09K | 0.52% |
| Abundance Wealth Counselors | 506.33K | Jun 30, 26 | +260.00K | 0.48% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 499.85K | Jun 30, 26 | +21.79K | 0.47% |
| Bank of New York Mellon Corp | 443.09K | Jun 30, 26 | +3.19K | 0.42% |
| Beacon Pointe Advisors, LLC | 442.76K | Jun 30, 26 | -6.77K | 0.42% |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 440.39K | Jun 30, 26 | +28.32K | 0.42% |
| Opal Wealth Advisors, LLC | 414.93K | Jun 30, 26 | -1.17K | 0.39% |
| CLUNE & ASSOCIATES, LTD. | 407.28K | Jun 30, 26 | +133.16K | 0.39% |
| WEALTH MANAGEMENT RESOURCES, INC. | 359.26K | Jun 30, 26 | +29.22K | 0.34% |
| Omega Financial Group, LLC | 343.68K | Jun 30, 26 | +18.06K | 0.33% |
| IRON Financial LLC | 329.73K | Jun 30, 26 | -838 | 0.31% |
| Brinker Capital Investments, LLC | 328.25K | Jun 30, 26 | +49.83K | 0.31% |
| Alexander Randolph Advisory, Inc. | 328.04K | Jun 30, 26 | +13.19K | 0.31% |
| Lakeridge Wealth Management LLC | 318.55K | Jun 30, 26 | +73.33K | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 294.77K | Jun 30, 26 | +157.12K | 0.28% |
| FIDUCIARY ADVISORS, INC. | 270.98K | Jun 30, 26 | +17.49K | 0.26% |
| Wescott Financial Advisory Group, LLC | 262.34K | Jun 30, 26 | +17.04K | 0.25% |
| Buttonwood Financial Advisors Inc. | 261.38K | Jun 30, 26 | -36.81K | 0.25% |
| Ballast Financial Advisors LLC | 248.05K | Jun 30, 26 | +23.43K | 0.24% |
| MML INVESTORS SERVICES, LLC | 228.65K | Jun 30, 26 | +62.98K | 0.22% |
| Fonville Wealth Management LLC | 226.57K | Jun 30, 26 | +6.41K | 0.22% |
| KEYBANK NATIONAL ASSOCIATION/OH | 221.16K | Jun 30, 26 | +25.64K | 0.21% |
| Crestwood Advisors Group LLC | 217.19K | Jun 30, 26 | +16.12K | 0.21% |
| GOLDMAN SACHS GROUP INC | 213.39K | Jun 30, 26 | -177.05K | 0.20% |
| EP Wealth Advisors, LLC | 210.76K | Jun 30, 26 | -55.72K | 0.20% |
| BECKER CAPITAL MANAGEMENT INC | 200.82K | Jun 30, 26 | -- | 0.19% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 195.08K | Jun 30, 26 | +190.52K | 0.19% |
| KFA Private Wealth Group, LLC | 191.07K | Jun 30, 26 | +30.61K | 0.18% |
| Cambridge Investment Research Advisors, Inc. | 189.26K | Jun 30, 26 | +7.71K | 0.18% |
| MORRIS FINANCIAL CONCEPTS, INC. | 185.88K | Jun 30, 26 | -3.04K | 0.18% |
| NATIXIS ADVISORS, L.P. | 184.11K | Jun 30, 26 | +50.08K | 0.17% |
| Cetera Investment Advisers | 178.54K | Jun 30, 26 | -3.22K | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 176.90K | Jun 30, 26 | -11.12K | 0.17% |
| Johnson Financial Group, Inc. | 165.40K | Jun 30, 26 | -393.62K | 0.16% |
| MARYLAND CAPITAL ADVISORS INC. | 159.14K | Jun 30, 26 | +159.14K | 0.15% |
| Independence Financial Advisors, LLC | 152.85K | Jun 30, 26 | -3.37K | 0.15% |
| Hoxton Planning & Management, LLC | 151.83K | Jun 30, 26 | -10.10K | 0.14% |
| JGP Wealth Management, LLC | 150.06K | Jun 30, 26 | +2.89K | 0.14% |
| WASHINGTON TRUST BANK | 146.95K | Jun 30, 26 | +60.96K | 0.14% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 144.94K | Jun 30, 26 | +3.36K | 0.14% |
| Values First Advisors, Inc. | 144.74K | Jun 30, 26 | +4.47K | 0.14% |
| Creative Planning | 143.80K | Jun 30, 26 | -3.85K | 0.14% |
| PRINCIPAL SECURITIES, INC. | 141.61K | Jun 30, 26 | +6.62K | 0.13% |
| COREPATH WEALTH PARTNERS LLC | 140.92K | Jun 30, 26 | +6.33K | 0.13% |
| Townsend Financial Planning, LLC | 140.08K | Jun 30, 26 | +6.91K | 0.13% |
| Equitable Holdings, Inc. | 132.99K | Jun 30, 26 | +9.12K | 0.13% |
| Gilbert Capital Group, Inc. | 131.01K | Jun 30, 26 | -15.57K | 0.12% |
| Providence First Trust Co | 130.59K | Jun 30, 26 | -- | 0.12% |
| 1832 Asset Management L.P. | 126.12K | Jun 30, 26 | +20.57K | 0.12% |
| CGN Advisors LLC | 123.90K | Jun 30, 26 | -18.14K | 0.12% |
| SEEDS INVESTOR LLC | 123.85K | Jun 30, 26 | +10.12K | 0.12% |
| Brio Consultants, LLC | 123.40K | Jun 30, 26 | +180 | 0.12% |
| Baker Ellis Asset Management LLC | 120.89K | Jun 30, 26 | -12.28K | 0.11% |
| AtlasMark Financial, Inc | 115.40K | Jun 30, 26 | +23.79K | 0.11% |
| Kestra Advisory Services, LLC | 114.84K | Jun 30, 26 | -3.46K | 0.11% |
| Steward Partners Investment Advisory, LLC | 112.07K | Jun 30, 26 | -694 | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 111.01K | Jun 30, 26 | +28.21K | 0.11% |
| eCIO, Inc. | 107.86K | Jun 30, 26 | +48.67K | 0.10% |
| Cranbrook Wealth Management, LLC | 107.69K | Jun 30, 26 | -8.43K | 0.10% |
| PLANNING DIRECTIONS INC | 105.79K | Jun 30, 26 | +10.15K | 0.10% |
| Cannon Financial Strategists, Inc. | 103.21K | Jun 30, 26 | +1.10K | 0.10% |
| McClarren Financial Advisors, Inc. | 102.77K | Jun 30, 26 | +6.93K | 0.10% |
| C M BIDWELL & ASSOCIATES LTD | 101.63K | Jun 30, 26 | +985 | 0.10% |
| Lutz Financial Services LLC | 96.23K | Jun 30, 26 | +1.32K | 0.09% |
| HighTower Advisors, LLC | 93.34K | Jun 30, 26 | -11.85K | 0.09% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 92.56K | Jun 30, 26 | -34.09K | 0.09% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 92.22K | Jun 30, 26 | -1.98K | 0.09% |
| MAIMON WEALTH MANAGEMENT LTD. | 92.16K | Jun 30, 26 | +6.40K | 0.09% |
| PEOPLES BANK /OH | 88.53K | Jun 30, 26 | +13.06K | 0.08% |
| Koss-Olinger Consulting, LLC | 87.58K | Jun 30, 26 | -219.42K | 0.08% |
| Buckingham Strategic Partners | 85.19K | Jun 30, 26 | +85.19K | 0.08% |
| BCM ADVISORS, LLC | 84.99K | Jun 30, 26 | +14.35K | 0.08% |
| BANK OF MONTREAL /CAN/ | 84.64K | Jun 30, 26 | +13.02K | 0.08% |
| Investment Advisory Group, LLC | 83.82K | Jun 30, 26 | +315 | 0.08% |
| Samalin Investment Counsel, LLC | 82.36K | Jun 30, 26 | +22.72K | 0.08% |
| NewEdge Advisors, LLC | 79.68K | Jun 30, 26 | +13.81K | 0.08% |
| SHEETS SMITH WEALTH MANAGEMENT | 77.61K | Jun 30, 26 | +7.46K | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 77.27K | Jun 30, 26 | +29.30K | 0.07% |
| PLANWISER FINANCIAL, LLC | 75.40K | Jun 30, 26 | +6.69K | 0.07% |
| Valmark Advisers, Inc. | 75.07K | Jun 30, 26 | +6.24K | 0.07% |
| Summit Wealth Partners, LLC | 74.73K | Jun 30, 26 | +214 | 0.07% |
| MATHER GROUP, LLC. | 73.20K | Jun 30, 26 | -1.68K | 0.07% |
| CITY HOLDING CO | 71.92K | Jun 30, 26 | +9.24K | 0.07% |
| ARKANSAS FINANCIAL GROUP, INC. | 71.61K | Jun 30, 26 | -781 | 0.07% |
| Allworth Financial LP | 70.89K | Jun 30, 26 | -4.22K | 0.07% |
| Shepherd Street Advisors LLC | 65.36K | Jun 30, 26 | -4.94K | 0.06% |
| Fiduciary Group LLC | 61.00K | Jun 30, 26 | -5.00K | 0.06% |
| Lineweaver Wealth Advisors, LLC | 60.47K | Jun 30, 26 | +2.01K | 0.06% |
| Resources Investment Advisors, LLC. | 59.70K | Jun 30, 26 | +705 | 0.06% |
| MKT Advisors LLC | 59.45K | Jun 30, 26 | +4.54K | 0.06% |
| BCGM Wealth Management, LLC | 56.37K | Jun 30, 26 | +2.55K | 0.05% |
| Sunesis Advisors, LLC | 55.02K | Jun 30, 26 | +55.02K | 0.05% |
| Richard W. Paul & Associates, LLC | 52.97K | Jun 30, 26 | +769 | 0.05% |
| Merit Financial Group, LLC | 52.39K | Jun 30, 26 | +16.46K | 0.05% |
| Wealth Dimensions Group, Ltd. | 51.42K | Jun 30, 26 | +215 | 0.05% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 51.05K | Jun 30, 26 | +14.11K | 0.05% |
| Turn8 Private Wealth Inc. | 50.18K | Jun 30, 26 | -23.92K | 0.05% |
| Stone House Investment Management, LLC | 49.86K | Jun 30, 26 | +1.12K | 0.05% |
| Smithfield Trust Co | 49.79K | Jun 30, 26 | -- | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 49.58K | Jun 30, 26 | -4.77K | 0.05% |
| Argent Advisors, Inc. | 48.83K | Jun 30, 26 | +1.31K | 0.05% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 47.38K | Jun 30, 26 | -25.00K | 0.05% |
| VestGen Advisors, LLC | 45.17K | Jun 30, 26 | +11.26K | 0.04% |
| Chatterton & Associates Inc. | 45.02K | Jun 30, 26 | -1.70K | 0.04% |
| TD Capital Management LLC | 43.00K | Jun 30, 26 | -2.24K | 0.04% |
| Eukles Asset Management | 42.93K | Jun 30, 26 | +3.14K | 0.04% |
| XY Planning Network, Inc. | 42.59K | Jun 30, 26 | +10.42K | 0.04% |
| Park Place Capital Corp | 41.29K | Jun 30, 26 | -720 | 0.04% |
| Colony Group, LLC | 39.82K | Jun 30, 26 | +2.00K | 0.04% |
| Horizon Family Wealth, Inc. | 39.11K | Jun 30, 26 | +419 | 0.04% |
| Sound View Wealth Advisors Group, LLC | 37.96K | Jun 30, 26 | -1.38K | 0.04% |
| Goldstone Financial Group, LLC | 37.16K | Jun 30, 26 | -800 | 0.04% |
| NATIONAL BANK OF CANADA /FI/ | 36.97K | Jun 30, 26 | -881 | 0.04% |
| Betterment LLC | 36.55K | Jun 30, 26 | +234 | 0.03% |
| PDS Planning, Inc | 36.50K | Jun 30, 26 | -4.52K | 0.03% |
| Farther Finance Advisors, LLC | 36.10K | Jun 30, 26 | +150 | 0.03% |
| Rockbridge Investment Management, LCC | 34.14K | Jun 30, 26 | -1.23K | 0.03% |
| J.W. COLE ADVISORS, INC. | 34.13K | Jun 30, 26 | +226 | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 32.64K | Jun 30, 26 | +3.86K | 0.03% |
| SOUTH PLAINS FINANCIAL, INC. | 31.53K | Jun 30, 26 | -- | 0.03% |
| Per Stirling Capital Management, LLC. | 31.10K | Jun 30, 26 | +1.20K | 0.03% |
| FC Advisory LLC | 30.60K | Jun 30, 26 | +156 | 0.03% |
| Baird Financial Group, Inc. | 30.02K | Jun 30, 26 | +1.08K | 0.03% |
| Bellwether Advisors, LLC | 29.89K | Jun 30, 26 | +1.08K | 0.03% |
| VICUS CAPITAL | 29.81K | Jun 30, 26 | +2.57K | 0.03% |
| SRS Capital Advisors, Inc. | 29.52K | Jun 30, 26 | +20.48K | 0.03% |
| Joseph Group Capital Management | 29.25K | Jun 30, 26 | -3.80K | 0.03% |
| HARMONY ASSET MANAGEMENT LLC | 27.80K | Jun 30, 26 | +21.25K | 0.03% |
| Strategic Financial Partners, Ltd. | 27.28K | Jun 30, 26 | -187.04K | 0.03% |
| Wealthfront Advisers LLC | 26.84K | Jun 30, 26 | -688 | 0.03% |
| Advisory Services Network, LLC | 26.29K | Jun 30, 26 | -460 | 0.02% |
| Darden Wealth Group Inc | 26.13K | Jun 30, 26 | -225 | 0.02% |
| Wealthspire Advisors, LLC | 25.90K | Jun 30, 26 | -97.65K | 0.02% |
| BLUE JEAN FINANCIAL LLC | 25.70K | Jun 30, 26 | +3.42K | 0.02% |
| LUTS & GREENLEIGH GROUP, INC | 25.58K | Jun 30, 26 | -82 | 0.02% |
| Commonwealth Financial Services, LLC | 25.36K | Jun 30, 26 | +736 | 0.02% |
| SHP Wealth Management | 25.16K | Jun 30, 26 | -12.29K | 0.02% |
| Main Street Research LLC | 24.59K | Jun 30, 26 | +534 | 0.02% |
| Quad-Cities Investment Group, LLC | 24.35K | Jun 30, 26 | +988 | 0.02% |
| Essex Financial Services, Inc. | 23.83K | Jun 30, 26 | +1.90K | 0.02% |
| RIK SAYLOR FINANCIAL, INC. | 23.27K | Jun 30, 26 | -2.97K | 0.02% |
| Keystone Financial Group, Inc. | 22.87K | Jun 30, 26 | -280 | 0.02% |
| WIN ADVISORS, INC | 22.62K | Jun 30, 26 | +22.62K | 0.02% |
| Vantage Point Financial LLC | 22.29K | Jun 30, 26 | +22.29K | 0.02% |
| Essex Savings Bank | 22.23K | Jun 30, 26 | +16.75K | 0.02% |
| Weaver Consulting Group | 22.02K | Jun 30, 26 | +7.70K | 0.02% |
| HHM Wealth Advisors, LLC | 21.60K | Jun 30, 26 | -731 | 0.02% |
| Aptus Capital Advisors, LLC | 21.36K | Jun 30, 26 | +5.23K | 0.02% |
| HILL ISLAND FINANCIAL LLC | 21.08K | Jun 30, 26 | +1.10K | 0.02% |
| BEACON HILL WEALTH MANAGEMENT LTD. | 20.94K | Jun 30, 26 | +20.94K | 0.02% |
| Center for Financial Planning, Inc. | 20.84K | Jun 30, 26 | -- | 0.02% |
| MAI Capital Management | 20.56K | Jun 30, 26 | -66 | 0.02% |
| STIFEL FINANCIAL CORP | 19.79K | Jun 30, 26 | -2.46K | 0.02% |
| Columbus Macro, LLC | 19.48K | Jun 30, 26 | +136 | 0.02% |
| Pine Haven Investment Counsel, Inc | 18.65K | Jun 30, 26 | +50 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18.45K | Jun 30, 26 | +1.90K | 0.02% |
| Integrated Wealth Concepts LLC | 18.36K | Jun 30, 26 | -1.02K | 0.02% |
| SHRIER WEALTH MANAGEMENT, LLC | 18.32K | Jun 30, 26 | +274 | 0.02% |
| ABLE Financial Group, LLC | 17.91K | Jun 30, 26 | -- | 0.02% |
| Miracle Mile Advisors, LLC | 17.86K | Jun 30, 26 | -1.53K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 17.80K | Jun 30, 26 | -109 | 0.02% |
| PARK AVENUE SECURITIES LLC | 17.67K | Jun 30, 26 | +1.95K | 0.02% |
| Baker Avenue Asset Management, LP | 17.65K | Jun 30, 26 | -3.48K | 0.02% |
| US BANCORP \DE\ | 17.39K | Jun 30, 26 | +457 | 0.02% |
| TD Waterhouse Canada Inc. | 17.30K | Jun 30, 26 | -2.46K | 0.02% |
| Janney Montgomery Scott LLC | 17.18K | Jun 30, 26 | -1.55K | 0.02% |
| HEADINVEST, LLC | 16.81K | Jun 30, 26 | -- | 0.02% |
| Rather & Kittrell, Inc. | 16.54K | Jun 30, 26 | +51 | 0.02% |
| Berger Financial Group, Inc | 16.40K | Jun 30, 26 | +112 | 0.02% |
| Stone Point Wealth LLC | 16.20K | Jun 30, 26 | +16.20K | 0.02% |
| Mutual Advisors, LLC | 16.04K | Jun 30, 26 | -84 | 0.02% |
| Ironwood Investment Counsel, LLC | 16.03K | Jun 30, 26 | -1.63K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.62K | Jun 30, 26 | -355.76K | 0.01% |
| PFG Advisors | 15.58K | Jun 30, 26 | -540 | 0.01% |
| Copper Harbor Investment Advisors, LLC | 15.46K | Jun 30, 26 | +15.46K | 0.01% |
| Simplicity Wealth,LLC | 15.38K | Jun 30, 26 | +15.38K | 0.01% |
| Sunburst Financial Group, LLC | 15.00K | Jun 30, 26 | -28 | 0.01% |
| Lido Advisors, LLC | 14.95K | Jun 30, 26 | +14.95K | 0.01% |
| First PREMIER Bank | 14.92K | Jun 30, 26 | -2.05K | 0.01% |
| McKinley Carter Wealth Services, Inc. | 14.90K | Jun 30, 26 | -342 | 0.01% |
| Avidian Wealth Solutions, LLC | 14.69K | Jun 30, 26 | -43 | 0.01% |
| Private Advisor Group, LLC | 14.04K | Jun 30, 26 | -9.62K | 0.01% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 14.03K | Jun 30, 26 | -- | 0.01% |
| Western Wealth Management, LLC | 14.00K | Jun 30, 26 | -1.56K | 0.01% |
| Eaton Financial Holdings Company, LLC | 13.40K | Jun 30, 26 | -2.28K | 0.01% |
| DORVAL Corp | 13.29K | Jun 30, 26 | -1.15K | 0.01% |
| Evensky & Katz LLC | 13.26K | Jun 30, 26 | +14 | 0.01% |
| Opus Capital Group, LLC | 12.79K | Jun 30, 26 | -1.85K | 0.01% |
| Rooted Wealth Advisors, Inc. | 12.71K | Jun 30, 26 | -5.31K | 0.01% |
| Mine & Arao Wealth Creation & Management, LLC. | 12.69K | Jun 30, 26 | +53 | 0.01% |
| Global Retirement Partners, LLC | 12.61K | Jun 30, 26 | +12.61K | 0.01% |
| Arete Wealth Advisors, LLC | 12.47K | Jun 30, 26 | +362 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 12.40K | Jun 30, 26 | -571 | 0.01% |
| Godfrey Financial Associates, Inc. | 12.34K | Jun 30, 26 | +49 | 0.01% |
| Beacon Financial Advisory LLC | 11.64K | Jun 30, 26 | -248 | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11.57K | Jun 30, 26 | -3.96K | 0.01% |
| Commerce Advisors, LLC | 11.19K | Jun 30, 26 | +384 | 0.01% |
| BLAIR WILLIAM & CO/IL | 11.07K | Jun 30, 26 | +111 | 0.01% |
| Main Street Financial Solutions, LLC | 11.06K | Jun 30, 26 | -750 | 0.01% |
| Chicago Partners Investment Group LLC | 10.95K | Jun 30, 26 | +106 | 0.01% |
| SigFig Wealth Management, LLC | 10.56K | Jun 30, 26 | +1.79K | 0.01% |
| M Holdings Securities, Inc. | 10.55K | Jun 30, 26 | +10.55K | 0.01% |
| Diversified Portfolios, Inc. | 10.48K | Jun 30, 26 | -- | 0.01% |
| HB Wealth Management, LLC | 10.43K | Jun 30, 26 | +1.19K | 0.01% |
| Global Financial Private Client, LLC | 10.42K | Jun 30, 26 | -- | 0.01% |
| Aviance Capital Partners, LLC | 10.21K | Jun 30, 26 | -22 | 0.01% |
| CALTON & ASSOCIATES, INC. | 9.96K | Jun 30, 26 | -295 | 0.01% |
| OneAscent Financial Services LLC | 9.96K | Jun 30, 26 | +293 | 0.01% |
| CI Private Wealth, LLC | 9.66K | Jun 30, 26 | +34 | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.46K | Jun 30, 26 | +5.30K | 0.01% |
| Vise Technologies, Inc. | 9.43K | Jun 30, 26 | +9.43K | 0.01% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 9.40K | Jun 30, 26 | -- | 0.01% |
| Rede Wealth, LLC | 9.06K | Jun 30, 26 | -224 | 0.01% |
| OSTERWEIS CAPITAL MANAGEMENT INC | 9.00K | Jun 30, 26 | -- | 0.01% |
| Legacy Capital Wealth Partners, LLC | 8.87K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 8.63K | Jun 30, 26 | +35 | 0.01% |
| OPPENHEIMER & CO INC | 8.63K | Jun 30, 26 | -11.78K | 0.01% |
| Talisman Wealth Advisors LLC | 8.48K | Jun 30, 26 | +8.48K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 8.48K | Jun 30, 26 | -3.21K | 0.01% |
| Arkadios Wealth Advisors | 8.46K | Jun 30, 26 | +8.46K | 0.01% |
| Pensionmark Financial Group, LLC | 8.30K | Jun 30, 26 | +902 | 0.01% |
| Guidance Point Advisors, LLC | 8.27K | Jun 30, 26 | +1.90K | 0.01% |
| ACCREDITED INVESTOR SERVICES, LLC | 8.11K | Jun 30, 26 | -1.78K | 0.01% |
| TRUIST FINANCIAL CORP | 7.99K | Jun 30, 26 | -2.28K | 0.01% |
| MATTERN CAPITAL MANAGEMENT, LLC | 7.86K | Jun 30, 26 | -- | 0.01% |
| SC&H Financial Advisors, Inc. | 7.45K | Jun 30, 26 | +41 | 0.01% |
| JANE STREET GROUP, LLC | 7.44K | Jun 30, 26 | -149.50K | 0.01% |
| Summit Financial, LLC | 7.22K | Jun 30, 26 | +83 | 0.01% |
| Garde Capital, Inc. | 7.19K | Jun 30, 26 | -- | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.17K | Jun 30, 26 | -12 | 0.01% |
| Kelman-Lazarov, Inc. | 7.14K | Jun 30, 26 | +76 | 0.01% |
| Prospera Financial Services Inc | 7.11K | Jun 30, 26 | -53 | 0.01% |
| Rossby Financial, LCC | 6.90K | Jun 30, 26 | +2.46K | 0.01% |
| Pearl Planning LLC | 6.88K | Jun 30, 26 | -- | 0.01% |
| Schwab Charitable Fund | 6.74K | Jun 30, 26 | +1.03K | 0.01% |
| Kingsview Wealth Management, LLC | 6.63K | Jun 30, 26 | +957 | 0.01% |
| Hudson Capital Management LLC | 6.59K | Jun 30, 26 | -102 | 0.01% |
| SFMG, LLC | 6.58K | Jun 30, 26 | +165 | 0.01% |
| Level Wealth Management LLC | 6.57K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.32K | Jun 30, 26 | +2 | 0.01% |
| ELEVATE WEALTH ADVISORY, INC | 6.31K | Jun 30, 26 | +145 | 0.01% |
| Parkwoods Wealth Partners, LLC | 6.29K | Jun 30, 26 | +6.29K | 0.01% |
| Colonial Trust Advisors | 6.25K | Jun 30, 26 | -304 | 0.01% |
| Rockefeller Capital Management L.P. | 6.25K | Jun 30, 26 | +554 | 0.01% |
| Ronald Blue Trust, Inc. | 6.18K | Jun 30, 26 | +266 | 0.01% |
| SeaBridge Investment Advisors LLC | 6.15K | Jun 30, 26 | -- | 0.01% |
| Wealthcare Capital Partners, LLC | 6.11K | Jun 30, 26 | +6.11K | 0.01% |
| TrueWealth Financial Partners | 6.10K | Jun 30, 26 | -424 | 0.01% |
| Christensen, King & Associates Investment Services, Inc. | 6.07K | Jun 30, 26 | -- | 0.01% |
| SlateStone Wealth, LLC | 6.00K | Jun 30, 26 | +6.00K | 0.01% |
| Wagner Wealth Management, LLC | 5.97K | Jun 30, 26 | +5.97K | 0.01% |
| CHOREO, LLC | 5.95K | Jun 30, 26 | -1.89K | 0.01% |
| Sigma Planning Corp | 5.81K | Jun 30, 26 | -1.40K | 0.01% |
| Parsonex Advisory Services, Inc. | 5.80K | Jun 30, 26 | -178 | 0.01% |
| Rehmann Capital Advisory Group | 5.73K | Jun 30, 26 | -494 | 0.01% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 5.64K | Jun 30, 26 | -- | 0.01% |
| GUERRA PAN ADVISORS, LLC | 5.60K | Jun 30, 26 | +20 | 0.01% |
| WBH ADVISORY INC | 5.57K | Jun 30, 26 | +5.57K | 0.01% |
| PFS Partners, LLC | 5.43K | Jun 30, 26 | -- | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 5.32K | Jun 30, 26 | -- | 0.01% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5.29K | Jun 30, 26 | -250 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.18K | Jun 30, 26 | -297 | 0.00% |
| MAGNOLIA CAPITAL ADVISORS LLC | 5.15K | Jun 30, 26 | -80 | 0.00% |
| Wealth Forward, LLC | 5.04K | Jun 30, 26 | -- | 0.00% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 5.03K | Jun 30, 26 | -94 | 0.00% |
| BCS Private Wealth Management, Inc. | 5.00K | Jun 30, 26 | -- | 0.00% |
| Life Planning Partners, Inc | 4.98K | Jun 30, 26 | -- | 0.00% |
| CIDEL ASSET MANAGEMENT INC | 4.88K | Jun 30, 26 | -550 | 0.00% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4.87K | Jun 30, 26 | -- | 0.00% |
| Prosperity Consulting Group, LLC | 4.82K | Jun 30, 26 | +55 | 0.00% |
| CENTAURUS FINANCIAL, INC. | 4.79K | Jun 30, 26 | -43 | 0.00% |
| LVZ, Inc. | 4.68K | Jun 30, 26 | -655 | 0.00% |
| Root Financial Partners, LLC | 4.64K | Jun 30, 26 | +4.64K | 0.00% |
| Strategic Blueprint, LLC | 4.61K | Jun 30, 26 | +4.61K | 0.00% |
| FIFTH THIRD SECURITIES, INC. | 4.61K | Jun 30, 26 | +440 | 0.00% |
| Onyx Bridge Wealth Group LLC | 4.59K | Jun 30, 26 | -- | 0.00% |
| Prime Capital Investment Advisors, LLC | 4.59K | Jun 30, 26 | -- | 0.00% |
| Sound Stewardship, LLC | 4.56K | Jun 30, 26 | +4.56K | 0.00% |
| Affinity Capital Advisors, LLC | 4.50K | Jun 30, 26 | +325 | 0.00% |
| WEST PACES ADVISORS INC. | 4.43K | Jun 30, 26 | -673 | 0.00% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 4.39K | Jun 30, 26 | +198 | 0.00% |
| Zhang Financial LLC | 4.33K | Jun 30, 26 | +9 | 0.00% |
| TWO SIGMA SECURITIES, LLC | 4.30K | Jun 30, 26 | -4.39K | 0.00% |
| First Heartland Consultants, Inc. | 4.23K | Jun 30, 26 | +4 | 0.00% |
| HOHIMER WEALTH MANAGEMENT, LLC | 4.21K | Jun 30, 26 | -183 | 0.00% |
| Summa Corp. | 4.20K | Jun 30, 26 | -- | 0.00% |
| BFSG, LLC | 3.74K | Jun 30, 26 | +4 | 0.00% |
| AlphaCore Capital LLC | 3.49K | Jun 30, 26 | -7.79K | 0.00% |
| ASSETMARK, INC | 3.34K | Jun 30, 26 | -121 | 0.00% |
| Security National Bank | 3.23K | Jun 30, 26 | -1.03K | 0.00% |
| Colonial Trust Co / SC | 3.20K | Jun 30, 26 | -250 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 3.10K | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 2.53K | Jun 30, 26 | +3 | 0.00% |
| FMR LLC | 2.43K | Jun 30, 26 | -3.28K | 0.00% |
| BURKETT FINANCIAL SERVICES, LLC | 2.40K | Jun 30, 26 | +1.50K | 0.00% |
| Banque Transatlantique SA | 2.34K | Jun 30, 26 | +210 | 0.00% |
| Kopp Family Office, LLC | 2.17K | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 2.01K | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 1.96K | Jun 30, 26 | +1.96K | 0.00% |
| AE Wealth Management LLC | 1.96K | Jun 30, 26 | -940 | 0.00% |
| Smartleaf Asset Management LLC | 1.75K | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 1.73K | Jun 30, 26 | -1.87K | 0.00% |
| WealthShield Partners, LLC | 1.69K | Jun 30, 26 | -483 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 1.65K | Jun 30, 26 | -45.23K | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 1.57K | Jun 30, 26 | -17 | 0.00% |
| Midwest Capital Advisors, LLC | 1.56K | Jun 30, 26 | -- | 0.00% |
| Miller Capital Partners, Inc. | 1.29K | Jun 30, 26 | -1.34K | 0.00% |
| IFG Advisory, LLC | 1.27K | Jun 30, 26 | +1.27K | 0.00% |
| IFP Advisors, Inc | 1.25K | Jun 30, 26 | +760 | 0.00% |
| Strive Financial Group ,LLC | 1.21K | Jun 30, 26 | -41 | 0.00% |
| Federation des caisses Desjardins du Quebec | 1.11K | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 1.11K | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.10K | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 1.03K | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 994 | Jun 30, 26 | +419 | 0.00% |
| Bogart Wealth, LLC | 992 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 875 | Jun 30, 26 | -458 | 0.00% |
| Medallion Wealth Advisors, LLC | 832 | Jun 30, 26 | +463 | 0.00% |
| NBC SECURITIES, INC. | 760 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 728 | Jun 30, 26 | +8 | 0.00% |
| Walsh & Associates, LLC | 670 | Jun 30, 26 | +670 | 0.00% |
| Longview Financial Advisors LLC | 619 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 540 | Jun 30, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 510 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 493 | Jun 30, 26 | +350 | 0.00% |
| CVA Family Office, LLC | 446 | Jun 30, 26 | -- | 0.00% |
| VIMA LLC | 319 | Jun 30, 26 | +319 | 0.00% |
| VANGUARD ADVISERS INC | 309 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 304 | Jun 30, 26 | -375 | 0.00% |
| Buck Wealth Strategies, LLC | 265 | Jun 30, 26 | +265 | 0.00% |
| General Partner, Inc. | 255 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 200 | Jun 30, 26 | +200 | 0.00% |
| Capital Analysts, LLC | 187 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 180 | Jun 30, 26 | +180 | 0.00% |
| Rialto Wealth Management, LLC | 179 | Jun 30, 26 | +2 | 0.00% |
| CoreCap Advisors, LLC | 161 | Jun 30, 26 | -- | 0.00% |
| Bank of New Hampshire | 150 | Jun 30, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 119 | Jun 30, 26 | +119 | 0.00% |
| Founders Financial Alliance, LLC | 108 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 97 | Jun 30, 26 | +97 | 0.00% |
| Silver Grove Financial Group, Inc. | 87 | Jun 30, 26 | +87 | 0.00% |
| Clearstead Trust, LLC | 81 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 72 | Jun 30, 26 | -281 | 0.00% |
| Horizon Investments, LLC | 71 | Jun 30, 26 | -71 | 0.00% |
| Transamerica Financial Advisors, Inc. | 66 | Jun 30, 26 | +14 | 0.00% |
| SIGNATUREFD, LLC | 59 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 50 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 49 | Jun 30, 26 | +1 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 42 | Jun 30, 26 | -97 | 0.00% |
| Nemes Rush Group LLC | 42 | Jun 30, 26 | +42 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 32 | Jun 30, 26 | -- | 0.00% |
| OXFORD FINANCIAL GROUP LTD | 28 | Jun 30, 26 | -- | 0.00% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 18 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| Cornerstone Planning Group LLC | 17 | Jun 30, 26 | -1 | 0.00% |
| SILVER OAK SECURITIES, INCORPORATED | 16 | Jun 30, 26 | +16 | 0.00% |
| Cape Investment Advisory, Inc. | 15 | Jun 30, 26 | +15 | 0.00% |
| HighMark Wealth Management LLC | 14 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 7 | Jun 30, 26 | +5 | 0.00% |
| Cassaday & Co Wealth Management LLC | 3 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| EverSource Wealth Advisors, LLC | 1 | Jun 30, 26 | -1 | 0.00% |
| BLUELINE ADVISORS LLC | 1 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Investment Research Partners LLC | -- | Jun 30, 26 | -124.02K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -413.26K | -- |
| Brookstone Capital Management | -- | Jun 30, 26 | -4.50K | -- |
| INVESTED ADVISORS | -- | Jun 30, 26 | -74.84K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -64 | -- |
| Infinity Wealth Counsel, LLC | -- | Jun 30, 26 | -4.96K | -- |
| Hickory Point Bank & Trust | -- | Jun 30, 26 | -309 | -- |
| Sachetta, LLC | -- | Jun 30, 26 | -3 | -- |
| PICTON MAHONEY ASSET MANAGEMENT | -- | Jun 30, 26 | -36.95K | -- |
| Cornerstone Advisory, LLC | -- | Jun 30, 26 | -4.61K | -- |
| Boyd Wealth Management, LLC | -- | Jun 30, 26 | -277.86K | -- |
| Financial Engines Advisors L.L.C. | -- | Jun 30, 26 | -4.16K | -- |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | -- | Jun 30, 26 | -10.71K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -843 | -- |
| Beaumont Financial Advisors, LLC | -- | Jun 30, 26 | -4.55K | -- |
| Rice Partnership, LLC | -- | Jun 30, 26 | -5.21K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -4 | -- |
| ORG Wealth Partners, LLC | -- | Jun 30, 26 | -313 | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -1.58K | -- |
| Optas, LLC | -- | Jun 30, 26 | -6.76K | -- |
| OpenArc Corporate Advisory, LLC | -- | Jun 30, 26 | -7.11K | -- |
| Caldwell Trust Co | -- | Jun 30, 26 | -420 | -- |
| Turtle Creek Wealth Advisors, LLC | -- | Jun 30, 26 | -905 | -- |
| Avail Investment Partners, LLC | -- | Jun 30, 26 | -49.20K | -- |
| Clark Wealth Partners | -- | Jun 30, 26 | -17 | -- |
| DAGCO, INC. | -- | Jun 30, 26 | -3.70K | -- |
| MidAtlantic Capital Management, Inc. | -- | Jun 30, 26 | -5.57K | -- |
| Reyes Financial Architecture, Inc. | -- | Jun 30, 26 | -424 | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -100 | -- |
| DHJJ Financial Advisors, Ltd. | -- | Jun 30, 26 | -117 | -- |
| Millstone Evans Group, LLC | -- | Jun 30, 26 | -16 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -4.58K | -- |
| EASTERN BANK | -- | Jun 30, 26 | -74 | -- |
| OAK HARBOR WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -9.77K | -- |
| Charter Oak Capital Management, LLC | 25.80K | Mar 31, 26 | -5.07K | 0.02% |
| CWM, LLC | 11.46K | Mar 31, 26 | -173 | 0.01% |
| Cherry Tree Wealth Management, LLC | 1.74K | Mar 31, 26 | -- | 0.00% |
| CAPITAL INSIGHT PARTNERS, LLC | 267.94K | Dec 31, 25 | -26.52K | 0.25% |
| Dentgroup LLC | 55.05K | Dec 31, 25 | -1.41K | 0.05% |
| GREENBERG FINANCIAL GROUP | 46.00K | Dec 31, 25 | +46.00K | 0.04% |
| Vantage Financial Partners, LLC | 26.18K | Dec 31, 25 | +295 | 0.02% |
| COMERICA BANK | 9.52K | Dec 31, 25 | -- | 0.01% |
| CIBC Private Wealth Group, LLC | 784 | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | 64 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -520 | -- |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -10.65K | -- |
| Jarislowsky, Fraser Ltd | 44.58K | Sep 30, 25 | +12.44K | 0.04% |
| PINNACLE FINANCIAL PARTNERS INC | 5.15K | Sep 30, 25 | -- | 0.00% |
| Abich Financial Wealth Management LLC | 167 | Sep 30, 25 | +167 | 0.00% |
| Pineridge Advisors LLC | 112 | Sep 30, 25 | +1 | 0.00% |
| Congress Wealth Management LLC / DE / | 32.41K | Jun 30, 25 | -964 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 12.78K | Jun 30, 25 | +1.13K | 0.01% |
| Atria Wealth Solutions, Inc. | 6.33K | Jun 30, 25 | +430 | 0.01% |
| Priebe Wealth Holdings LLC | 6.12K | Jun 30, 25 | -- | 0.01% |
| Iron Horse Wealth Management, LLC | 5 | Jun 30, 25 | -- | 0.00% |
| Orion Portfolio Solutions, LLC | 206.15K | Mar 31, 25 | -354 | 0.20% |
| Cable Hill Partners, LLC | 18.70K | Mar 31, 25 | +2.17K | 0.02% |
| Michael A. Dubis Financial Planning, LLC | 18.25K | Mar 31, 25 | -170 | 0.02% |
| Delta Financial Group, Inc. | 16.68K | Mar 31, 25 | -3.64K | 0.02% |
| Spectrum Wealth Counsel, LLC | 4.80K | Mar 31, 25 | -- | 0.00% |
| Wellington Wealth Strategies, LLC. | -- | Dec 31, 24 | -8.80K | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -532 | -- |
| Raymond James Financial Services Advisors, Inc. | 1.50M | Sep 30, 24 | +908.86K | 1.42% |
| RAYMOND JAMES & ASSOCIATES | 360.50K | Sep 30, 24 | -808.35K | 0.34% |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC | 166.72K | Sep 30, 24 | +9.27K | 0.16% |
| GYL FINANCIAL SYNERGIES, LLC | 17.70K | Sep 30, 24 | -27.27K | 0.02% |
| RAYMOND JAMES TRUST N.A. | 13.23K | Sep 30, 24 | -2.53K | 0.01% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 2.66K | Sep 30, 24 | +2.66K | 0.00% |
| FinTrust Capital Advisors, LLC | 265 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 1.78M | Jun 30, 24 | +472.85K | 1.70% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 49.51K | Jun 30, 24 | -245 | 0.05% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 13.15K | Jun 30, 24 | -1.47K | 0.01% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -6.87K | -- |
| Cetera Advisor Networks LLC | 64.33K | Mar 31, 24 | -7.07K | 0.06% |
| Cetera Advisors LLC | 10.40K | Mar 31, 24 | +10.40K | 0.01% |
| InterOcean Capital Group, LLC | 9.76K | Mar 31, 24 | -17.90K | 0.01% |
| Kopp LeRoy C | 2.02K | Mar 31, 24 | +2.02K | 0.00% |
| Retirement Group, LLC | 92 | Mar 31, 24 | -- | 0.00% |
| LWS Wealth Advisors, Inc. | 160.75K | Dec 31, 23 | +10.31K | 0.15% |
| WEALTHSOURCE PARTNERS, LLC | 6.41K | Dec 31, 23 | +186 | 0.01% |
| Bartlett & Co. LLC | 1.36K | Dec 31, 23 | +10 | 0.00% |
| Baystate Wealth Management LLC | 87 | Dec 31, 23 | +1 | 0.00% |
| Windsor Group LTD | 145.68K | Sep 30, 23 | -3.79K | 0.14% |
| BerganKDV Wealth Management, LLC | 157.85K | Jun 30, 23 | +8.26K | 0.15% |
| BDO Wealth Advisors, LLC | 684 | Jun 30, 23 | +4 | 0.00% |
| First Capital Advisors Group, LLC. | 21 | Jun 30, 23 | -- | 0.00% |
| Baldrige Asset Management LLC | 3.95K | Mar 31, 23 | +11 | 0.00% |
| Newman & Schimel, LLC | 814.67K | Dec 31, 22 | -27.91K | 0.77% |
| Laurel Wealth Advisors, Inc. | 53.80K | Dec 31, 22 | +8.82K | 0.05% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 43.28K | Dec 31, 22 | +18.03K | 0.04% |
| Gallagher Benefit Services, Inc. | 4.65K | Dec 31, 22 | +4.65K | 0.00% |
| F3Logic, LLC | 4.65K | Dec 31, 22 | -84.86K | 0.00% |
| Sargent Bickham Lagudis LLC | -- | Dec 31, 22 | -73 | -- |
| FourThought Financial, LLC | 56.93K | Sep 30, 22 | -4.19K | 0.05% |
| Karp Capital Management Corp | 40.98K | Sep 30, 22 | -4.39K | 0.04% |
| Beaumont Financial Partners, LLC | 9.54K | Sep 30, 22 | +20 | 0.01% |
| American Portfolios Advisors | 2.53K | Sep 30, 22 | +2.53K | 0.00% |
| KerberRose Wealth Management, LLC | 53.97K | Jun 30, 22 | +53.97K | 0.05% |
| B. Riley Wealth Management, Inc. | 27.24K | Jun 30, 22 | -3.37K | 0.03% |
| Pinnacle Private Wealth, LLC | 10.94K | Jun 30, 22 | -- | 0.01% |
| HC FINANCIAL ADVISORS INC | 507 | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -5.68K | -- |
| PALLADIUM PARTNERS LLC | 177.25K | Mar 31, 22 | -2.71K | 0.17% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -13.48K | -- |
| EXELON CORP | 46.46K | Dec 31, 21 | +46.46K | 0.04% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 16.70K | Dec 31, 21 | -790 | 0.02% |
| Asset Planning Services, Ltd. | 11.80K | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 3.56K | Dec 31, 21 | -224.99K | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -22.82K | -- |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 723.80K | Sep 30, 21 | +32.45K | 0.69% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 123.23K | Sep 30, 21 | -1.01K | 0.12% |
| LEVEL FOUR FINANCIAL, LLC | 73.87K | Sep 30, 21 | -809 | 0.07% |
| Ameritas Investment Company, LLC | 12.31K | Sep 30, 21 | +4.43K | 0.01% |
| Homrich & Berg | 11.54K | Sep 30, 21 | -- | 0.01% |
| Strategic Wealth Management Group, LLC | 46.83K | Jun 30, 21 | +972 | 0.04% |
| Stewardship Financial Advisors, LLC | 13 | Mar 31, 21 | -1.26K | 0.00% |
| HORAN CAPITAL MANAGEMENT | 364.61K | Dec 31, 20 | +9.30K | 0.35% |
| Shone Asset Management LLC | 40.34K | Dec 31, 20 | +728 | 0.04% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 15.60K | Dec 31, 20 | -37.38K | 0.01% |
| SVA Wealth Management, LLC | 5.95K | Dec 31, 20 | +1.94K | 0.01% |
| Wealthspire Advisors, L.P. | 47.68K | Sep 30, 20 | +2.71K | 0.05% |
| Capstone Financial Group, Inc. | 452 | Sep 30, 20 | -- | 0.00% |
| BRINKER CAPITAL INC | 125.74K | Jun 30, 20 | -5.13K | 0.12% |
| Squar Milner Financial Services LLC | 10 | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.57M | Dec 31, 19 | -9.17K | 1.50% |
| Advisor Group, Inc. | 33.29K | Dec 31, 19 | +6.63K | 0.03% |
| MADRONA FUNDS, LLC | 63.35K | Sep 30, 19 | +63.35K | 0.06% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 28.45K | Sep 30, 19 | -4.20K | 0.03% |
| BB&T SECURITIES, LLC | 27.36K | Sep 30, 19 | +2.65K | 0.03% |
| SUNTRUST BANKS INC | 9.44K | Sep 30, 19 | +9.44K | 0.01% |
| BIEGEL & WALLER LLC | 5.58K | Sep 30, 19 | +3 | 0.01% |
| MRA Associates USA LLC | 489 | Sep 30, 19 | +489 | 0.00% |
| HL FINANCIAL SERVICES LLC | 4.55K | Mar 31, 19 | -- | 0.00% |
| WealthTrust-Arizona, LLC | 2.71K | Dec 31, 18 | -554 | 0.00% |
| Vantage Investment Advisors, LLC | 601 | Sep 30, 18 | -32 | 0.00% |
| RAND WEALTH, LLC | -- | Sep 30, 18 | -31.01K | -- |
| Windhaven Investment Management, Inc. | 8.88M | Mar 31, 18 | +8.88M | 8.44% |
| WealthShield, LLC | 158 | Dec 31, 17 | +158 | 0.00% |
| Cornerstone Financial Partners, LLC | -- | Dec 31, 17 | -40.93K | -- |
| Commonwealth Equity Services, Inc | 127.94K | Jun 30, 17 | +23.15K | 0.12% |
| RONALD BLUE & CO LLC | 14.83K | Jun 30, 17 | +6.28K | 0.01% |
| Virtu KCG Holdings LLC | 6.68K | Jun 30, 17 | +751 | 0.01% |
| WFG Advisors, LP | 442 | Jun 30, 17 | +78 | 0.00% |
| Parasol Investment Management, LLC | 143.53K | Mar 31, 17 | +97.38K | 0.14% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 229.90K | Dec 31, 16 | -- | 0.22% |
| MSI Financial Services Inc | 3.26K | Dec 31, 16 | -1.03K | 0.00% |
| Edmond de Rothschild (Europe) | 4.48K | Sep 30, 16 | +1.98K | 0.00% |
| MONTAGE INVESTMENTS, LLC | 81 | Sep 30, 16 | +81 | 0.00% |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 29.62K | Dec 31, 15 | -- | 0.03% |
| MANAGED ACCOUNT ADVISORS LLC | 271 | Jun 30, 15 | +128 | 0.00% |
| UBS AG | 539 | Sep 30, 14 | -32 | 0.00% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -11.86K | -- |
| KNIGHT CAPITAL GROUP LLC | 10.09K | Jun 30, 13 | +92 | 0.01% |