ITM(ITM)
ITM
$44.81—Stale · unknown old
USBATS • Last print unknown ago
$44.81—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 16.96M | Jun 30, 26 | +487.28K | 35.59% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.72M | Jun 30, 26 | -215.04K | 7.80% |
| LPL Financial LLC | 2.41M | Jun 30, 26 | +182.56K | 5.05% |
| AMERIPRISE FINANCIAL INC | 1.57M | Jun 30, 26 | +148.97K | 3.29% |
| ENVESTNET ASSET MANAGEMENT INC | 1.36M | Jun 30, 26 | +268.37K | 2.85% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.06M | Jun 30, 26 | +1.68K | 2.22% |
| Willis Johnson & Associates, Inc. | 993.57K | Jun 30, 26 | +49.42K | 2.09% |
| TIAA Wealth Investment Management LLC | 892.08K | Jun 30, 26 | -54.75K | 1.87% |
| WELLS FARGO & COMPANY/MN | 862.11K | Jun 30, 26 | +64.06K | 1.81% |
| FMR LLC | 734.24K | Jun 30, 26 | -17.06K | 1.54% |
| Resources Investment Advisors, LLC. | 600.42K | Jun 30, 26 | +98.87K | 1.26% |
| MORGAN STANLEY | 560.72K | Jun 30, 26 | -109.16K | 1.18% |
| CX Institutional | 533.15K | Jun 30, 26 | -424.37K | 1.12% |
| JPMORGAN CHASE & CO | 499.33K | Jun 30, 26 | +51.09K | 1.05% |
| MATHER GROUP, LLC. | 450.66K | Jun 30, 26 | +9.83K | 0.95% |
| UMB Bank, n.a. | 443.18K | Jun 30, 26 | -156.20K | 0.93% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 418.82K | Jun 30, 26 | +15.46K | 0.88% |
| DAVIDSON INVESTMENT ADVISORS | 410.87K | Jun 30, 26 | +6.50K | 0.86% |
| STIFEL FINANCIAL CORP | 377.44K | Jun 30, 26 | +13.36K | 0.79% |
| Cetera Investment Advisers | 328.39K | Jun 30, 26 | +71.49K | 0.69% |
| GOLDMAN SACHS GROUP INC | 316.83K | Jun 30, 26 | +33.54K | 0.67% |
| HighTower Advisors, LLC | 314.73K | Jun 30, 26 | -3.90K | 0.66% |
| Avidian Wealth Solutions, LLC | 304.03K | Jun 30, 26 | +12.28K | 0.64% |
| UBS Group AG | 278.95K | Jun 30, 26 | -27.85K | 0.59% |
| FOCUS Wealth Advisors, LLC | 184.36K | Jun 30, 26 | +1.83K | 0.39% |
| PARK AVENUE SECURITIES LLC | 178.32K | Jun 30, 26 | +44.97K | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 148.72K | Jun 30, 26 | -20.25K | 0.31% |
| Clark Capital Management Group, Inc. | 147.70K | Jun 30, 26 | +477 | 0.31% |
| Cerity Partners LLC | 123.28K | Jun 30, 26 | +854 | 0.26% |
| PRINCIPAL SECURITIES, INC. | 112.90K | Jun 30, 26 | +19.57K | 0.24% |
| ROYAL BANK OF CANADA | 103.04K | Jun 30, 26 | -37.80K | 0.22% |
| AXXCESS WEALTH MANAGEMENT, LLC | 99.42K | Jun 30, 26 | +8.07K | 0.21% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 98.79K | Jun 30, 26 | -4.35K | 0.21% |
| SIMON QUICK ADVISORS, LLC | 94.34K | Jun 30, 26 | -- | 0.20% |
| Clearstead Advisors, LLC | 91.33K | Jun 30, 26 | +122 | 0.19% |
| Granite Harbor Advisors, Inc. | 85.86K | Jun 30, 26 | +18.63K | 0.18% |
| FULTON BANK, N.A. | 82.91K | Jun 30, 26 | +750 | 0.17% |
| Cornerstone Wealth Management, LLC | 81.83K | Jun 30, 26 | +11.98K | 0.17% |
| Parkside Financial Bank & Trust | 70.29K | Jun 30, 26 | +3.53K | 0.15% |
| TRUIST FINANCIAL CORP | 68.46K | Jun 30, 26 | -1.20K | 0.14% |
| VICUS CAPITAL | 61.49K | Jun 30, 26 | -547 | 0.13% |
| MML INVESTORS SERVICES, LLC | 60.97K | Jun 30, 26 | +1.95K | 0.13% |
| Vise Technologies, Inc. | 55.60K | Jun 30, 26 | -1.91K | 0.12% |
| J.Safra Asset Management Corp | 53.27K | Jun 30, 26 | -144 | 0.11% |
| Sanctuary Advisors, LLC | 51.78K | Jun 30, 26 | +2.77K | 0.11% |
| THRIVENT FINANCIAL FOR LUTHERANS | 51.58K | Jun 30, 26 | -24.27K | 0.11% |
| DAYMARK WEALTH PARTNERS, LLC | 42.02K | Jun 30, 26 | +42.02K | 0.09% |
| Waverly Advisors, LLC | 40.06K | Jun 30, 26 | -627 | 0.08% |
| Midwest Trust Co | 35.18K | Jun 30, 26 | -661 | 0.07% |
| Mariner, LLC | 34.15K | Jun 30, 26 | +2.28K | 0.07% |
| OLD NATIONAL BANCORP /IN/ | 33.23K | Jun 30, 26 | -7.14K | 0.07% |
| Quantinno Capital Management LP | 33.13K | Jun 30, 26 | +12.96K | 0.07% |
| Bank of New York Mellon Corp | 33.08K | Jun 30, 26 | -750 | 0.07% |
| XML Financial, LLC | 31.76K | Jun 30, 26 | +1.42K | 0.07% |
| LCW Services, LLC | 28.69K | Jun 30, 26 | -1.98K | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.32K | Jun 30, 26 | -4.81K | 0.06% |
| Beaumont Financial Advisors, LLC | 26.94K | Jun 30, 26 | -272 | 0.06% |
| 1620 INVESTMENT ADVISORS, INC. | 26.08K | Jun 30, 26 | -- | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 25.52K | Jun 30, 26 | -12.52K | 0.05% |
| JANE STREET GROUP, LLC | 24.62K | Jun 30, 26 | -95.60K | 0.05% |
| Baker Avenue Asset Management, LP | 24.28K | Jun 30, 26 | +826 | 0.05% |
| Westside Investment Management, Inc. | 22.85K | Jun 30, 26 | +130 | 0.05% |
| Rockefeller Capital Management L.P. | 22.71K | Jun 30, 26 | -10.61K | 0.05% |
| Strategic Blueprint, LLC | 20.55K | Jun 30, 26 | +5.36K | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 20.23K | Jun 30, 26 | -796 | 0.04% |
| Idaho Trust Bank | 19.75K | Jun 30, 26 | +620 | 0.04% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 19.56K | Jun 30, 26 | +19.56K | 0.04% |
| LAZARD ASSET MANAGEMENT LLC | 19.50K | Jun 30, 26 | -6.04K | 0.04% |
| CHOREO, LLC | 19.05K | Jun 30, 26 | +6 | 0.04% |
| SRS Capital Advisors, Inc. | 16.96K | Jun 30, 26 | +16.78K | 0.04% |
| AE Wealth Management LLC | 16.01K | Jun 30, 26 | +12.77K | 0.03% |
| MY Wealth Management Inc. | 16.01K | Jun 30, 26 | +16.01K | 0.03% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15.87K | Jun 30, 26 | -- | 0.03% |
| Aquire Wealth Advisors, LLC | 15.84K | Jun 30, 26 | -3.47K | 0.03% |
| CITADEL ADVISORS LLC | 15.59K | Jun 30, 26 | -100.82K | 0.03% |
| Wealthspire Advisors, LLC | 15.46K | Jun 30, 26 | -4.70K | 0.03% |
| Goodwin Investment Advisory | 15.43K | Jun 30, 26 | -- | 0.03% |
| OPPENHEIMER & CO INC | 15.30K | Jun 30, 26 | -36 | 0.03% |
| Perigon Wealth Management, LLC | 15.25K | Jun 30, 26 | -460 | 0.03% |
| Ameritas Investment Partners, Inc. | 15.09K | Jun 30, 26 | -33 | 0.03% |
| PETRA FINANCIAL ADVISORS INC | 15.01K | Jun 30, 26 | +24 | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 14.65K | Jun 30, 26 | -71 | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 14.47K | Jun 30, 26 | +4.35K | 0.03% |
| WBH ADVISORY INC | 14.42K | Jun 30, 26 | +823 | 0.03% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 14.16K | Jun 30, 26 | -3.95K | 0.03% |
| Gradient Investments LLC | 13.92K | Jun 30, 26 | +472 | 0.03% |
| Hyundai Investments Co., Ltd. | 13.86K | Jun 30, 26 | +5.55K | 0.03% |
| Gutierrez Wealth Advisory, LLC | 13.75K | Jun 30, 26 | +56 | 0.03% |
| Advyzon Investment Management, LLC | 13.75K | Jun 30, 26 | +13.75K | 0.03% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 13.65K | Jun 30, 26 | +2.89K | 0.03% |
| ONE Advisory Partners, LLC | 13.51K | Jun 30, 26 | +1.80K | 0.03% |
| OLD MISSION CAPITAL LLC | 12.99K | Jun 30, 26 | +12.99K | 0.03% |
| Stokes Family Office, LLC | 12.71K | Jun 30, 26 | +655 | 0.03% |
| FIRST TRUST ADVISORS LP | 12.64K | Jun 30, 26 | +515 | 0.03% |
| PRIVATE TRUST CO NA | 12.35K | Jun 30, 26 | +1 | 0.03% |
| Pinnacle Financial Partners, Inc. | 12.27K | Jun 30, 26 | +1.87K | 0.03% |
| Curbstone Financial Management Corp | 12.25K | Jun 30, 26 | -- | 0.03% |
| Pensionmark Financial Group, LLC | 12.18K | Jun 30, 26 | +333 | 0.03% |
| Rinkey Investments | 12.11K | Jun 30, 26 | -- | 0.03% |
| OpenArc Corporate Advisory, LLC | 11.95K | Jun 30, 26 | -10.61K | 0.03% |
| FIFTH THIRD BANCORP | 11.85K | Jun 30, 26 | -2.85K | 0.02% |
| Union Bancaire Privee, UBP SA | 11.00K | Jun 30, 26 | -11.00K | 0.02% |
| CFS Investment Advisory Services, LLC | 10.51K | Jun 30, 26 | +1.07K | 0.02% |
| Lee Financial Co | 10.50K | Jun 30, 26 | -- | 0.02% |
| Janney Montgomery Scott LLC | 10.50K | Jun 30, 26 | +1.30K | 0.02% |
| Summit Financial, LLC | 10.42K | Jun 30, 26 | +475 | 0.02% |
| VestGen Advisors, LLC | 10.28K | Jun 30, 26 | -- | 0.02% |
| Creative Planning | 10.25K | Jun 30, 26 | +487 | 0.02% |
| Merit Financial Group, LLC | 10.13K | Jun 30, 26 | -188 | 0.02% |
| Ameraudi Asset Management, Inc. | 10.10K | Jun 30, 26 | -1.30K | 0.02% |
| Clearwater Capital Advisors, LLC | 10.07K | Jun 30, 26 | -515 | 0.02% |
| M&T BANK CORP | 10.00K | Jun 30, 26 | +1.51K | 0.02% |
| Paul Damon & Associates, Inc. | 9.90K | Jun 30, 26 | -42 | 0.02% |
| TD PRIVATE CLIENT WEALTH LLC | 9.82K | Jun 30, 26 | -1.81K | 0.02% |
| TBH Global Asset Management, LLC | 9.69K | Jun 30, 26 | +1.85K | 0.02% |
| Concurrent Investment Advisors, LLC | 9.58K | Jun 30, 26 | +267 | 0.02% |
| ALESCO ADVISORS LLC | 9.47K | Jun 30, 26 | -3.46K | 0.02% |
| Beacon Pointe Advisors, LLC | 9.46K | Jun 30, 26 | +9.46K | 0.02% |
| Crusonia Wealth Advisors LLC | 9.46K | Jun 30, 26 | +9.46K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.46K | Jun 30, 26 | +1.71K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.44K | Jun 30, 26 | +9.44K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 9.39K | Jun 30, 26 | -- | 0.02% |
| Tower Research Capital LLC (TRC) | 8.97K | Jun 30, 26 | +1.81K | 0.02% |
| FLOW TRADERS U.S. LLC | 8.94K | Jun 30, 26 | -2.83K | 0.02% |
| Hummer Financial Advisory Services Inc | 8.75K | Jun 30, 26 | -- | 0.02% |
| JOHNSON INVESTMENT COUNSEL INC | 8.58K | Jun 30, 26 | +111 | 0.02% |
| BOOTHBAY FUND MANAGEMENT, LLC | 8.46K | Jun 30, 26 | +8.46K | 0.02% |
| Steward Partners Investment Advisory, LLC | 8.46K | Jun 30, 26 | +111 | 0.02% |
| Roan Capital Partners | 7.92K | Jun 30, 26 | -- | 0.02% |
| Claro Advisors LLC | 7.57K | Jun 30, 26 | +7.57K | 0.02% |
| Clear Retirement Advice LLC | 7.55K | Jun 30, 26 | -- | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 7.50K | Jun 30, 26 | -- | 0.02% |
| FF Advisors,LLC | 7.38K | Jun 30, 26 | -- | 0.02% |
| Private Advisor Group, LLC | 7.30K | Jun 30, 26 | -8.63K | 0.02% |
| A4 Wealth Advisors LLC | 7.11K | Jun 30, 26 | +7.11K | 0.01% |
| Stratos Wealth Partners, LTD. | 6.90K | Jun 30, 26 | +44 | 0.01% |
| Pinnacle Bancorp, Inc. | 6.82K | Jun 30, 26 | +6.82K | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6.57K | Jun 30, 26 | +17 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.45K | Jun 30, 26 | +6.45K | 0.01% |
| GenTrust, LLC | 6.27K | Jun 30, 26 | -1.43K | 0.01% |
| Kingsview Wealth Management, LLC | 6.15K | Jun 30, 26 | +1.54K | 0.01% |
| Sargent Investment Group, LLC | 6.12K | Jun 30, 26 | -- | 0.01% |
| Fragasso Group Inc. | 6.06K | Jun 30, 26 | +36 | 0.01% |
| NFP Retirement, Inc. | 6.03K | Jun 30, 26 | -- | 0.01% |
| SAX WEALTH ADVISORS, LLC | 5.97K | Jun 30, 26 | +5.97K | 0.01% |
| CreativeOne Wealth, LLC | 5.96K | Jun 30, 26 | +5.96K | 0.01% |
| Steelhead Wealth Management LLC | 5.95K | Jun 30, 26 | +8 | 0.01% |
| Equitable Holdings, Inc. | 5.65K | Jun 30, 26 | +5.65K | 0.01% |
| Wealthcare Advisory Partners LLC | 5.43K | Jun 30, 26 | +740 | 0.01% |
| Integrated Wealth Concepts LLC | 5.12K | Jun 30, 26 | -- | 0.01% |
| Brinker Capital Investments, LLC | 4.94K | Jun 30, 26 | +4.94K | 0.01% |
| J.M. Arbour, LLC | 4.81K | Jun 30, 26 | +4.81K | 0.01% |
| Hardin Capital Partners, LLC | 4.61K | Jun 30, 26 | -- | 0.01% |
| Robertson Stephens Wealth Management, LLC | 4.46K | Jun 30, 26 | -- | 0.01% |
| Vestmark Advisory Solutions, Inc. | 4.45K | Jun 30, 26 | +4.45K | 0.01% |
| RDA Financial Network | 4.45K | Jun 30, 26 | -- | 0.01% |
| HUNTINGTON NATIONAL BANK | 4.10K | Jun 30, 26 | -227 | 0.01% |
| SOUTHERN MICHIGAN BANK & TRUST | 3.28K | Jun 30, 26 | +55 | 0.01% |
| Quarry LP | 3.17K | Jun 30, 26 | +3.17K | 0.01% |
| Global Retirement Partners, LLC | 2.87K | Jun 30, 26 | +2.87K | 0.01% |
| Smartleaf Asset Management LLC | 2.69K | Jun 30, 26 | -- | 0.01% |
| Continuum Advisory, LLC | 2.62K | Jun 30, 26 | +2.62K | 0.01% |
| Independence Bank of Kentucky | 2.27K | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 2.20K | Jun 30, 26 | +438 | 0.00% |
| Qube Research & Technologies Ltd | 2.18K | Jun 30, 26 | +1.94K | 0.00% |
| GeoWealth Management, LLC | 1.91K | Jun 30, 26 | +1.91K | 0.00% |
| Ronald Blue Trust, Inc. | 1.76K | Jun 30, 26 | +1.13K | 0.00% |
| Aptus Capital Advisors, LLC | 1.67K | Jun 30, 26 | -- | 0.00% |
| Winthrop Capital Management, LLC | 1.66K | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.55K | Jun 30, 26 | +351 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 1.43K | Jun 30, 26 | -1.38K | 0.00% |
| Ameritas Advisory Services, LLC | 1.42K | Jun 30, 26 | +1.42K | 0.00% |
| Founders Financial Alliance, LLC | 1.32K | Jun 30, 26 | +10 | 0.00% |
| Front Row Advisors LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.14K | Jun 30, 26 | +1.14K | 0.00% |
| Avalon Trust Co | 1.10K | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 1.09K | Jun 30, 26 | -300 | 0.00% |
| Farther Finance Advisors, LLC | 907 | Jun 30, 26 | +2 | 0.00% |
| Ancora Advisors, LLC | 882 | Jun 30, 26 | -90 | 0.00% |
| BLAIR WILLIAM & CO/IL | 867 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 489 | Jun 30, 26 | -11.70K | 0.00% |
| Wellington Grp LLC | 483 | Jun 30, 26 | -- | 0.00% |
| Point Nemo Capital, LLC | 444 | Jun 30, 26 | +444 | 0.00% |
| Allworth Financial LP | 426 | Jun 30, 26 | +426 | 0.00% |
| IFP Advisors, Inc | 352 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 317 | Jun 30, 26 | +2 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 303 | Jun 30, 26 | +303 | 0.00% |
| SIMPLEX TRADING, LLC | 262 | Jun 30, 26 | +153 | 0.00% |
| IMA Wealth, Inc. | 234 | Jun 30, 26 | +234 | 0.00% |
| Buck Wealth Strategies, LLC | 209 | Jun 30, 26 | +209 | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 207 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 173 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 155 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 130 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 124 | Jun 30, 26 | -22 | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 111 | Jun 30, 26 | -- | 0.00% |
| TIAA TRUST, NATIONAL ASSOCIATION | 89 | Jun 30, 26 | -8.15K | 0.00% |
| IMG Wealth Management, Inc. | 62 | Jun 30, 26 | +62 | 0.00% |
| HighMark Wealth Management LLC | 55 | Jun 30, 26 | +1 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 40 | Jun 30, 26 | -1.13K | 0.00% |
| Delos Wealth Advisors, LLC | 27 | Jun 30, 26 | +27 | 0.00% |
| ASSETMARK, INC | 5 | Jun 30, 26 | +5 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 4 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | Jun 30, 26 | -21.79K | 0.00% |
| Russell Investments Group, Ltd. | 2 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -237 | -- |
| Banque Transatlantique SA | -- | Jun 30, 26 | -11 | -- |
| 1834 INVESTMENT ADVISORS CO | -- | Jun 30, 26 | -11.15K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -14 | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -17.90K | -- |
| Advisors Preferred, LLC | -- | Jun 30, 26 | -108.25K | -- |
| STEPHENS INC /AR/ | -- | Jun 30, 26 | -6.51K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -362 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.90K | -- |
| Capital Advisors Wealth Management, LLC | -- | Jun 30, 26 | -4.96K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -215 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -41 | -- |
| SHEETS SMITH WEALTH MANAGEMENT | -- | Jun 30, 26 | -17.60K | -- |
| RMR Wealth Builders | -- | Jun 30, 26 | -4.76K | -- |
| CWM, LLC | 17.98K | Mar 31, 26 | -915 | 0.04% |
| Leo Wealth, LLC | 11.04K | Mar 31, 26 | -- | 0.02% |
| Running Point Capital Advisors, LLC | 34.69K | Dec 31, 25 | -991 | 0.07% |
| COMERICA BANK | 18.78K | Dec 31, 25 | -357 | 0.04% |
| CIBC Private Wealth Group, LLC | 1.08K | Dec 31, 25 | -- | 0.00% |
| SYNOVUS FINANCIAL CORP | 10.82K | Sep 30, 25 | +2.55K | 0.02% |
| OPTIMUM INVESTMENT ADVISORS | 10.25K | Sep 30, 25 | -- | 0.02% |
| Apexium Financial, LP | 7.50K | Sep 30, 25 | -- | 0.02% |
| AllSquare Wealth Management LLC | 309 | Sep 30, 25 | -216 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 20.82K | Jun 30, 25 | +7.03K | 0.04% |
| First Horizon Advisors, Inc. | 5.24K | Jun 30, 25 | +445 | 0.01% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -5.55K | -- |
| Proquility Private Wealth Partners, LLC | 113.09K | Mar 31, 25 | +87.66K | 0.24% |
| Aveo Capital Partners, LLC | 11.92K | Mar 31, 25 | +1.81K | 0.03% |
| Orion Portfolio Solutions, LLC | 7.40K | Mar 31, 25 | -- | 0.02% |
| Sandy Spring Bank | 57 | Mar 31, 25 | +57 | 0.00% |
| HTLF Bank | 1.27M | Dec 31, 24 | -557 | 2.67% |
| Raymond James Financial Services Advisors, Inc. | 131.41K | Sep 30, 24 | +75.79K | 0.28% |
| RAYMOND JAMES & ASSOCIATES | 41.05K | Sep 30, 24 | -20.21K | 0.09% |
| First Personal Financial Services | 1.10K | Sep 30, 24 | -- | 0.00% |
| Private Ocean, LLC | 11.60K | Jun 30, 24 | -- | 0.02% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 87.57K | Mar 31, 24 | -4.96K | 0.18% |
| Cetera Advisor Networks LLC | 57.06K | Mar 31, 24 | +14.40K | 0.12% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 9.62K | Mar 31, 24 | +9.62K | 0.02% |
| Cetera Advisors LLC | 5.50K | Mar 31, 24 | +1.13K | 0.01% |
| StrategIQ Financial Group, LLC | 12.97K | Dec 31, 23 | -2.17K | 0.03% |
| DUBUQUE BANK & TRUST CO | 838.58K | Sep 30, 23 | +55.13K | 1.76% |
| Milestone Advisory Partners | 5.42K | Sep 30, 23 | -- | 0.01% |
| AJ WEALTH STRATEGIES, LLC | 136.35K | Jun 30, 23 | -875 | 0.29% |
| TimeScale Financial, Inc. | 7.96K | Jun 30, 23 | +172 | 0.02% |
| Endurance Wealth Management, Inc. | 65 | Jun 30, 23 | -- | 0.00% |
| BDO Wealth Advisors, LLC | 20 | Jun 30, 23 | +1 | 0.00% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 299.45K | Dec 31, 22 | -90.29K | 0.63% |
| BANK OF THE WEST | 20.48K | Dec 31, 22 | +7.99K | 0.04% |
| SADOFF INVESTMENT MANAGEMENT LLC | 25.51K | Sep 30, 22 | -325 | 0.05% |
| American Portfolios Advisors | 22.09K | Sep 30, 22 | +22.09K | 0.05% |
| MUFG Americas Holdings Corp | 6.54K | Sep 30, 22 | -- | 0.01% |
| CYPRESS CAPITAL MANAGEMENT LLC | -- | Sep 30, 22 | -9.29K | -- |
| Farmer Steven Patrick | 8.86K | Jun 30, 22 | +8.86K | 0.02% |
| Loveless Wealth Management LLC | 8.47K | Jun 30, 22 | -400 | 0.02% |
| B. Riley Wealth Management, Inc. | 6.11K | Jun 30, 22 | +6.11K | 0.01% |
| Karn, Couzens & Associates, Inc. | 41.16K | Mar 31, 22 | +41.16K | 0.09% |
| Altavista Wealth Management, Inc. | 33.77K | Dec 31, 21 | -- | 0.07% |
| Carroll Financial Associates, Inc. | 2.48K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -105 | -- |
| Cardan Capital Partners, LLC | 45.96K | Sep 30, 21 | +467 | 0.10% |
| QCI ASSET MANAGEMENT INC/NY | 4.18K | Sep 30, 21 | -- | 0.01% |
| WealthStone, Inc. | 5.04K | Mar 31, 21 | +1.10K | 0.01% |
| TCF National Bank | 4.67K | Mar 31, 21 | +4.67K | 0.01% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | -- | Dec 31, 20 | -530 | -- |
| QUANTUM CAPITAL MANAGEMENT | 2.75K | Sep 30, 20 | +50 | 0.01% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -1.79K | -- |
| Advisor Group, Inc. | 52.84K | Dec 31, 19 | -122 | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 22.97K | Dec 31, 19 | -550 | 0.05% |
| BB&T SECURITIES, LLC | 384.86K | Sep 30, 19 | +769 | 0.81% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 61.73K | Sep 30, 19 | +7.20K | 0.13% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -9.48K | -- |
| Ceros Financial Services Inc. | 39.50K | Mar 31, 19 | +39.50K | 0.08% |
| NORTHERN CAPITAL MANAGEMENT LLC | 34.22K | Dec 31, 18 | +34.22K | 0.07% |
| Sigma Investment Management Co | 7.79K | Dec 31, 18 | +7.79K | 0.02% |
| COMERICA SECURITIES INC | 5.67K | Dec 31, 18 | +5.67K | 0.01% |