JCPB(JCPB)
JCPB
$45.58—Stale · unknown old
USBATS • Last print unknown ago
$45.58—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Betterment LLC | 28.42M | Jun 30, 26 | +22.18M | 9.62% |
| HB Wealth Management, LLC | 15.63M | Jun 30, 26 | +1.21M | 5.29% |
| MORGAN STANLEY | 12.53M | Jun 30, 26 | +4.16M | 4.24% |
| RAYMOND JAMES FINANCIAL INC | 8.83M | Jun 30, 26 | +2.13M | 2.99% |
| FACTORY MUTUAL INSURANCE CO | 7.98M | Jun 30, 26 | +2.14M | 2.70% |
| JPMORGAN CHASE & CO | 7.58M | Jun 30, 26 | +2.03M | 2.57% |
| OpenArc Corporate Advisory, LLC | 5.42M | Jun 30, 26 | +605.64K | 1.83% |
| Mariner, LLC | 5.40M | Jun 30, 26 | +672.85K | 1.83% |
| BANK OF AMERICA CORP /DE/ | 5.29M | Jun 30, 26 | -85.56K | 1.79% |
| Dynasty Wealth Management, LLC | 5.02M | Jun 30, 26 | +577.82K | 1.70% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.73M | Jun 30, 26 | +1.66M | 1.60% |
| Modern Wealth Management, LLC | 4.30M | Jun 30, 26 | +2.11M | 1.46% |
| Legacy Wealth Management, Inc | 4.06M | Jun 30, 26 | +190.03K | 1.37% |
| Janney Montgomery Scott LLC | 3.77M | Jun 30, 26 | +197.67K | 1.28% |
| Cetera Investment Advisers | 3.50M | Jun 30, 26 | +1.40M | 1.18% |
| HighTower Advisors, LLC | 3.40M | Jun 30, 26 | +174.30K | 1.15% |
| LPL Financial LLC | 3.33M | Jun 30, 26 | +1.66M | 1.13% |
| Valeo Financial Advisors, LLC | 3.13M | Jun 30, 26 | +220.48K | 1.06% |
| Moss Adams Wealth Advisors LLC | 2.90M | Jun 30, 26 | +277.64K | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 2.88M | Jun 30, 26 | +262.78K | 0.97% |
| Summit Financial Strategies, Inc. | 2.80M | Jun 30, 26 | +161.19K | 0.95% |
| ADVISOR GROUP HOLDINGS, INC. | 2.61M | Jun 30, 26 | +395.57K | 0.89% |
| Vestmark Advisory Solutions, Inc. | 2.45M | Jun 30, 26 | +114.58K | 0.83% |
| Confluence Wealth Services, Inc. | 2.37M | Jun 30, 26 | +536.98K | 0.80% |
| WELLS FARGO & COMPANY/MN | 2.34M | Jun 30, 26 | -64.28K | 0.79% |
| First Pacific Financial | 2.07M | Jun 30, 26 | +66.86K | 0.70% |
| McAdam, LLC | 1.97M | Jun 30, 26 | +662.05K | 0.67% |
| CGN Advisors LLC | 1.94M | Jun 30, 26 | +135.30K | 0.66% |
| Savant Capital, LLC | 1.93M | Jun 30, 26 | -168.40K | 0.65% |
| Grant Street Asset Management, Inc. | 1.82M | Jun 30, 26 | +57.92K | 0.62% |
| First Washington CORP | 1.74M | Jun 30, 26 | +192.32K | 0.59% |
| Avantax Planning Partners, Inc. | 1.73M | Jun 30, 26 | +50.65K | 0.58% |
| Bogart Wealth, LLC | 1.72M | Jun 30, 26 | +145.37K | 0.58% |
| Capital Analysts, LLC | 1.66M | Jun 30, 26 | +109.39K | 0.56% |
| D.B. Root & Company, LLC | 1.64M | Jun 30, 26 | +96.93K | 0.55% |
| Hughes Financial Services, LLC | 1.62M | Jun 30, 26 | +113.71K | 0.55% |
| CAPTRUST FINANCIAL ADVISORS | 1.57M | Jun 30, 26 | +78.63K | 0.53% |
| Allen Capital Group, LLC | 1.53M | Jun 30, 26 | +63.46K | 0.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.48M | Jun 30, 26 | +115.55K | 0.50% |
| DAYMARK WEALTH PARTNERS, LLC | 1.47M | Jun 30, 26 | +720.96K | 0.50% |
| Evergreen Wealth Solutions, LLC | 1.38M | Jun 30, 26 | +721.27K | 0.47% |
| MML INVESTORS SERVICES, LLC | 1.38M | Jun 30, 26 | +579.23K | 0.47% |
| CI Private Wealth, LLC | 1.34M | Jun 30, 26 | +311.86K | 0.46% |
| SENTINEL PENSION ADVISORS INC | 1.33M | Jun 30, 26 | +70.02K | 0.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.33M | Jun 30, 26 | +141.68K | 0.45% |
| Wiser Wealth Management, Inc | 1.31M | Jun 30, 26 | +29.63K | 0.45% |
| SNS Financial Group, LLC | 1.31M | Jun 30, 26 | +476.90K | 0.44% |
| Bouchey Financial Group Ltd | 1.26M | Jun 30, 26 | +348.27K | 0.43% |
| JONES FINANCIAL COMPANIES LLLP | 1.20M | Jun 30, 26 | +260.28K | 0.41% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.18M | Jun 30, 26 | +211.47K | 0.40% |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.14M | Jun 30, 26 | +98.97K | 0.39% |
| Harbor Group, Inc. | 1.09M | Jun 30, 26 | +22.92K | 0.37% |
| PRUDENT INVESTORS NETWORK, INC. | 1.08M | Jun 30, 26 | +1.08M | 0.37% |
| TRUIST FINANCIAL CORP | 977.78K | Jun 30, 26 | +369.45K | 0.33% |
| Berger Financial Group, Inc | 934.16K | Jun 30, 26 | +58.90K | 0.32% |
| STIFEL FINANCIAL CORP | 885.70K | Jun 30, 26 | +102.71K | 0.30% |
| ALPS ADVISORS INC | 876.31K | Jun 30, 26 | +501.98K | 0.30% |
| Destiny Wealth Partners, LLC | 864.71K | Jun 30, 26 | -3.87K | 0.29% |
| Joseph Group Capital Management | 862.06K | Jun 30, 26 | +36.88K | 0.29% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 861.28K | Jun 30, 26 | +77.03K | 0.29% |
| Johnson Financial Group, Inc. | 858.57K | Jun 30, 26 | +281.63K | 0.29% |
| Helen Stephens Group, LLC | 852.45K | Jun 30, 26 | +84.51K | 0.29% |
| Tradition Wealth Management, LLC | 838.09K | Jun 30, 26 | +41.57K | 0.28% |
| Avidian Wealth Solutions, LLC | 805.72K | Jun 30, 26 | +33.72K | 0.27% |
| Hartford Financial Management Inc. | 768.53K | Jun 30, 26 | +62.41K | 0.26% |
| Colony Group, LLC | 743.00K | Jun 30, 26 | +642.51K | 0.25% |
| Continuum Advisory, LLC | 735.94K | Jun 30, 26 | +22.20K | 0.25% |
| Forum Private Client Group LLC | 714.85K | Jun 30, 26 | +36.34K | 0.24% |
| VERUS CAPITAL PARTNERS, LLC | 714.35K | Jun 30, 26 | +121.77K | 0.24% |
| Crusonia Wealth Advisors LLC | 710.97K | Jun 30, 26 | +59.22K | 0.24% |
| Apella Capital, LLC | 692.50K | Jun 30, 26 | +45.77K | 0.23% |
| KELLY FINANCIAL GROUP LLC | 686.82K | Jun 30, 26 | +33.48K | 0.23% |
| Bank of New York Mellon Corp | 675.32K | Jun 30, 26 | +97.57K | 0.23% |
| IMA Wealth, Inc. | 670.53K | Jun 30, 26 | +91.40K | 0.23% |
| Walkner Condon Financial Advisors LLC | 658.87K | Jun 30, 26 | +71.47K | 0.22% |
| 46 Peaks LLC | 643.43K | Jun 30, 26 | +32.50K | 0.22% |
| Wright Fund Management, LLC | 622.40K | Jun 30, 26 | +622.40K | 0.21% |
| Tarbox Family Office, Inc. | 622.03K | Jun 30, 26 | +24.22K | 0.21% |
| Cerity Partners LLC | 620.74K | Jun 30, 26 | -16.96K | 0.21% |
| FAS Wealth Partners, Inc. | 620.44K | Jun 30, 26 | +209.93K | 0.21% |
| D.A. DAVIDSON & CO. | 618.04K | Jun 30, 26 | +77.60K | 0.21% |
| Aptus Capital Advisors, LLC | 617.59K | Jun 30, 26 | +3.11K | 0.21% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 617.59K | Jun 30, 26 | +3.11K | 0.21% |
| Mach-1 Financial Group, LLC | 613.57K | Jun 30, 26 | -4.58K | 0.21% |
| Mascoma Wealth Management LLC | 600.24K | Jun 30, 26 | +38.87K | 0.20% |
| FOUNDERS FINANCIAL SECURITIES LLC | 589.57K | Jun 30, 26 | +84.36K | 0.20% |
| WealthPlan Investment Management, LLC | 581.53K | Jun 30, 26 | +174.63K | 0.20% |
| Horizon Investments, LLC | 572.29K | Jun 30, 26 | -416.05K | 0.19% |
| AlphaCore Capital LLC | 552.18K | Jun 30, 26 | -9.93K | 0.19% |
| UBS ASSET MANAGEMENT AMERICAS INC | 543.68K | Jun 30, 26 | -- | 0.18% |
| Waterloo Capital, L.P. | 540.03K | Jun 30, 26 | +90.13K | 0.18% |
| Magnus Financial Group LLC | 531.37K | Jun 30, 26 | +37.59K | 0.18% |
| Spire Wealth Management | 531.05K | Jun 30, 26 | +14 | 0.18% |
| Kestra Advisory Services, LLC | 498.97K | Jun 30, 26 | -33.84K | 0.17% |
| TD Capital Management LLC | 485.39K | Jun 30, 26 | +73.50K | 0.16% |
| FAGAN ASSOCIATES, INC. | 484.44K | Jun 30, 26 | +39.11K | 0.16% |
| Bond & Devick Financial Network, Inc. | 480.77K | Jun 30, 26 | +23.45K | 0.16% |
| STEPHENS INC /AR/ | 471.77K | Jun 30, 26 | +7.42K | 0.16% |
| Steele Capital Management, Inc. | 471.49K | Jun 30, 26 | -11.65K | 0.16% |
| Baird Financial Group, Inc. | 471.42K | Jun 30, 26 | +4.17K | 0.16% |
| Peterson Wealth Advisors, LLC | 468.99K | Jun 30, 26 | +18.35K | 0.16% |
| American Money Management, LLC | 465.39K | Jun 30, 26 | +13.77K | 0.16% |
| Blue Water Asset Management | 465.34K | Jun 30, 26 | +12.31K | 0.16% |
| KICKSTAND VENTURES, LLC. | 459.65K | Jun 30, 26 | -50.59K | 0.16% |
| ROYAL BANK OF CANADA | 459.38K | Jun 30, 26 | -273.86K | 0.16% |
| CORE WEALTH ADVISORS, LLC | 443.40K | Jun 30, 26 | +101.55K | 0.15% |
| Trinity Legacy Partners, LLC | 443.21K | Jun 30, 26 | +50.19K | 0.15% |
| Mutual Advisors, LLC | 434.67K | Jun 30, 26 | -10.07K | 0.15% |
| Selby Wealth Management, LLC | 419.25K | Jun 30, 26 | +25.35K | 0.14% |
| Royal Harbor Partners, LLC | 417.59K | Jun 30, 26 | -10.57K | 0.14% |
| TCG Advisory Services, LLC | 412.21K | Jun 30, 26 | +24.64K | 0.14% |
| Atria Investments, Inc | 407.14K | Jun 30, 26 | +38.79K | 0.14% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 403.57K | Jun 30, 26 | +12.05K | 0.14% |
| Invst, LLC | 402.05K | Jun 30, 26 | +32.74K | 0.14% |
| BankPlus Wealth Management LLC | 371.12K | Jun 30, 26 | +15.55K | 0.13% |
| SouthState Corp | 368.54K | Jun 30, 26 | -18.40K | 0.12% |
| Financial Partners Group, Inc | 352.06K | Jun 30, 26 | +27.42K | 0.12% |
| COOPER/HAIMS ADVISORS, LLC | 322.01K | Jun 30, 26 | -1.58K | 0.11% |
| FMA Wealth Management, LLC | 308.68K | Jun 30, 26 | -3.05K | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 305.89K | Jun 30, 26 | -3.68K | 0.10% |
| Beacon Pointe Advisors, LLC | 304.31K | Jun 30, 26 | +247.34K | 0.10% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 303.53K | Jun 30, 26 | +29.45K | 0.10% |
| MONEY CONCEPTS CAPITAL CORP | 302.81K | Jun 30, 26 | +150.66K | 0.10% |
| Stadion Money Management, LLC | 300.85K | Jun 30, 26 | +3.50K | 0.10% |
| LAWOOD & CO | 292.68K | Jun 30, 26 | +292.68K | 0.10% |
| ACIMA PRIVATE WEALTH, LLC | 291.63K | Jun 30, 26 | +11.90K | 0.10% |
| MBL Wealth, LLC | 290.41K | Jun 30, 26 | +61.42K | 0.10% |
| JFS WEALTH ADVISORS, LLC | 286.91K | Jun 30, 26 | +15.14K | 0.10% |
| Blume Capital Management, Inc. | 286.56K | Jun 30, 26 | +1.43K | 0.10% |
| Econ Financial Services Corp | 286.25K | Jun 30, 26 | +44.65K | 0.10% |
| Visionary Wealth Advisors | 286.12K | Jun 30, 26 | +128.24K | 0.10% |
| Alpine Bank Wealth Management | 277.75K | Jun 30, 26 | -1.65M | 0.09% |
| Per Stirling Capital Management, LLC. | 266.34K | Jun 30, 26 | +21.07K | 0.09% |
| EXCHANGE TRADED CONCEPTS, LLC | 265.72K | Jun 30, 26 | -17.10K | 0.09% |
| Trademark Financial Management, LLC | 263.02K | Jun 30, 26 | +33.78K | 0.09% |
| Clarity Wealth Advisors, LLC | 262.60K | Jun 30, 26 | +17.79K | 0.09% |
| SIERRA OCEAN, LLC | 261.58K | Jun 30, 26 | +13.30K | 0.09% |
| Greenbush Financial Group, LLC | 259.55K | Jun 30, 26 | +23.77K | 0.09% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 257.07K | Jun 30, 26 | +10.61K | 0.09% |
| Sprinkle Financial Consultants LLC | 255.48K | Jun 30, 26 | +32.45K | 0.09% |
| FLOYD FINANCIAL GROUP LLC | 253.33K | Jun 30, 26 | +31.36K | 0.09% |
| SAGESPRING WEALTH PARTNERS, LLC | 250.78K | Jun 30, 26 | +20.84K | 0.08% |
| Landmark Wealth Management, LLC | 246.13K | Jun 30, 26 | +20.74K | 0.08% |
| BridgePort Financial Solutions, LLC | 243.06K | Jun 30, 26 | -101.82K | 0.08% |
| Cannon Wealth Management Services, LLC | 240.21K | Jun 30, 26 | +19.85K | 0.08% |
| Triad Wealth Partners, LLC | 236.04K | Jun 30, 26 | -25.48K | 0.08% |
| Embree Financial Group | 229.71K | Jun 30, 26 | +41.73K | 0.08% |
| Essex Financial Services, Inc. | 226.37K | Jun 30, 26 | +87.51K | 0.08% |
| Farther Finance Advisors, LLC | 225.82K | Jun 30, 26 | +127.72K | 0.08% |
| WBH ADVISORY INC | 216.41K | Jun 30, 26 | +23.19K | 0.07% |
| Cedar Point Capital Partners, LLC | 215.09K | Jun 30, 26 | +4.21K | 0.07% |
| Newman Dignan & Sheerar, Inc. | 214.13K | Jun 30, 26 | +186.07K | 0.07% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 210.02K | Jun 30, 26 | -19.32K | 0.07% |
| Milestone Investment Advisors LLC | 206.85K | Jun 30, 26 | -31.63K | 0.07% |
| Perigon Wealth Management, LLC | 203.91K | Jun 30, 26 | -10.38K | 0.07% |
| Whitegate Investment Counselors, Inc. | 199.58K | Jun 30, 26 | +40.58K | 0.07% |
| OPPENHEIMER & CO INC | 195.36K | Jun 30, 26 | +18.80K | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 192.85K | Jun 30, 26 | +192.85K | 0.07% |
| Merited Wealth, LLC | 192.59K | Jun 30, 26 | +85.59K | 0.07% |
| 5T Wealth, LLC | 191.97K | Jun 30, 26 | +2.25K | 0.06% |
| Shore Point Advisors, LLC | 182.94K | Jun 30, 26 | +152.23K | 0.06% |
| Alpha Advisors, LLC/VA | 180.46K | Jun 30, 26 | +13.80K | 0.06% |
| Base Wealth Management LLC | 179.33K | Jun 30, 26 | +26.98K | 0.06% |
| Ignite Planners, LLC | 174.06K | Jun 30, 26 | +3.31K | 0.06% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 173.43K | Jun 30, 26 | +135.75K | 0.06% |
| Miracle Mile Advisors, LLC | 170.21K | Jun 30, 26 | -2.74K | 0.06% |
| Paradigm Financial Partners, LLC | 170.04K | Jun 30, 26 | +85.69K | 0.06% |
| MN Wealth Advisors, LLC | 168.42K | Jun 30, 26 | +12.74K | 0.06% |
| Concurrent Investment Advisors, LLC | 160.12K | Jun 30, 26 | +7.93K | 0.05% |
| Apollon Wealth Management, LLC | 156.80K | Jun 30, 26 | +2.32K | 0.05% |
| TABLEAUX LLC | 155.91K | Jun 30, 26 | +6.43K | 0.05% |
| Kellett Wealth Advisors, LLC | 155.50K | Jun 30, 26 | +2.65K | 0.05% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 151.30K | Jun 30, 26 | -2.06K | 0.05% |
| N.E.W. Advisory Services LLC | 149.81K | Jun 30, 26 | -37.77K | 0.05% |
| Private Advisor Group, LLC | 148.22K | Jun 30, 26 | +137.23K | 0.05% |
| MATHER GROUP, LLC. | 146.47K | Jun 30, 26 | +2.37K | 0.05% |
| Kerntke Otto McGlone Wealth Management Group | 144.43K | Jun 30, 26 | +47.25K | 0.05% |
| WESBANCO BANK INC | 142.70K | Jun 30, 26 | -16.11K | 0.05% |
| Sanctuary Advisors, LLC | 142.59K | Jun 30, 26 | -32.23K | 0.05% |
| Heritage Wealth Management, Inc. | 135.07K | Jun 30, 26 | +7.74K | 0.05% |
| PRINCIPAL SECURITIES, INC. | 132.53K | Jun 30, 26 | +6.83K | 0.04% |
| COURIER CAPITAL LLC | 131.66K | Jun 30, 26 | +20.60K | 0.04% |
| Mount Yale Investment Advisors, LLC | 126.80K | Jun 30, 26 | +126.80K | 0.04% |
| Houlihan Financial Resource Group, Ltd. | 125.47K | Jun 30, 26 | +4.95K | 0.04% |
| WealthPLAN Partners, LLC | 124.69K | Jun 30, 26 | +74.10K | 0.04% |
| Philip James Wealth Mangement, LLC | 122.91K | Jun 30, 26 | -8.35K | 0.04% |
| PROSPERITY BANCSHARES INC | 121.43K | Jun 30, 26 | +31.21K | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 121.30K | Jun 30, 26 | +1.82K | 0.04% |
| Acorn Wealth Advisors, LLC | 110.91K | Jun 30, 26 | +24.31K | 0.04% |
| Snowden Capital Advisors LLC | 110.76K | Jun 30, 26 | +6.86K | 0.04% |
| Waverly Advisors, LLC | 108.30K | Jun 30, 26 | +103.15K | 0.04% |
| INVESTMENT COUNSEL CO OF NEVADA | 106.09K | Jun 30, 26 | +1.27K | 0.04% |
| Gotham Asset Management, LLC | 104.74K | Jun 30, 26 | +27.63K | 0.04% |
| BLUEDOOR PRIVATE WEALTH, LLC | 102.98K | Jun 30, 26 | +15.84K | 0.03% |
| James J. Burns & Company, LLC | 102.84K | Jun 30, 26 | +6.02K | 0.03% |
| Summit Wealth Partners, LLC | 102.49K | Jun 30, 26 | +2.17K | 0.03% |
| United Advisor Group, LLC | 100.81K | Jun 30, 26 | +4.68K | 0.03% |
| NATIXIS ADVISORS, L.P. | 100.37K | Jun 30, 26 | +44.17K | 0.03% |
| Mayfair Advisory Group, LLC | 100.16K | Jun 30, 26 | +19.02K | 0.03% |
| Indivisible Partners | 96.06K | Jun 30, 26 | +9.62K | 0.03% |
| Patten Group, Inc. | 94.01K | Jun 30, 26 | +6.99K | 0.03% |
| AssuredPartners Investment Advisors, LLC | 93.91K | Jun 30, 26 | +2.46K | 0.03% |
| GSB Wealth Management, LLC | 90.48K | Jun 30, 26 | +1.76K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 87.67K | Jun 30, 26 | +1.01K | 0.03% |
| Independent Advisor Alliance | 86.45K | Jun 30, 26 | +6.05K | 0.03% |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 84.94K | Jun 30, 26 | +10.13K | 0.03% |
| AE Wealth Management LLC | 83.12K | Jun 30, 26 | +15.88K | 0.03% |
| BCGM Wealth Management, LLC | 82.87K | Jun 30, 26 | +15.31K | 0.03% |
| CreativeOne Wealth, LLC | 82.41K | Jun 30, 26 | -6.33K | 0.03% |
| ISLAY CAPITAL MANAGEMENT, LLC | 82.20K | Jun 30, 26 | +41.35K | 0.03% |
| Capital Planning LLC | 81.55K | Jun 30, 26 | -11.37K | 0.03% |
| Pine Valley Investments Ltd Liability Co | 80.92K | Jun 30, 26 | +273 | 0.03% |
| Hopwood Nicholas Hunter | 80.85K | Jun 30, 26 | +11.83K | 0.03% |
| Legacy Edge Advisors, LLC | 80.82K | Jun 30, 26 | +30.12K | 0.03% |
| Summit Financial, LLC | 80.15K | Jun 30, 26 | +968 | 0.03% |
| Pensionmark Financial Group, LLC | 75.78K | Jun 30, 26 | -- | 0.03% |
| Lionsbridge Wealth Management LLC | 74.83K | Jun 30, 26 | -2.79K | 0.03% |
| BETO FINANCIAL GROUP, LLC | 73.95K | Jun 30, 26 | -20.20K | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 73.95K | Jun 30, 26 | -1.74K | 0.03% |
| Arete Wealth Advisors, LLC | 71.92K | Jun 30, 26 | +9.38K | 0.02% |
| WealthCare Investment Partners, LLC | 71.42K | Jun 30, 26 | +66.82K | 0.02% |
| United Community Bank | 70.57K | Jun 30, 26 | +11.23K | 0.02% |
| FLOW TRADERS U.S. LLC | 70.51K | Jun 30, 26 | +70.51K | 0.02% |
| Dorsey & Whitney Trust CO LLC | 69.05K | Jun 30, 26 | +22.46K | 0.02% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 67.34K | Jun 30, 26 | +22.16K | 0.02% |
| FIFTH THIRD SECURITIES, INC. | 67.13K | Jun 30, 26 | +9.69K | 0.02% |
| Saxony Capital Management, LLC | 66.78K | Jun 30, 26 | -3.70K | 0.02% |
| BOYUM WEALTH ARCHITECTS LLC | 63.90K | Jun 30, 26 | +13.17K | 0.02% |
| Ascent Group, LLC | 63.69K | Jun 30, 26 | -5.06K | 0.02% |
| Capital Advisors Wealth Management, LLC | 62.30K | Jun 30, 26 | +4.67K | 0.02% |
| LexAurum Advisors, LLC | 62.25K | Jun 30, 26 | +2.33K | 0.02% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 62.08K | Jun 30, 26 | +11.98K | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 61.52K | Jun 30, 26 | +5.39K | 0.02% |
| Greenline Wealth Management LLC | 61.52K | Jun 30, 26 | +15.26K | 0.02% |
| HighPoint Advisor Group LLC | 60.59K | Jun 30, 26 | +60.59K | 0.02% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 58.90K | Jun 30, 26 | -137 | 0.02% |
| BankPlus Trust Department | 58.11K | Jun 30, 26 | +1.25K | 0.02% |
| Rothschild Capital Partners, LLC | 57.44K | Jun 30, 26 | +28.25K | 0.02% |
| TBH Global Asset Management, LLC | 57.38K | Jun 30, 26 | -35.06K | 0.02% |
| IFP Advisors, Inc | 56.69K | Jun 30, 26 | +4.72K | 0.02% |
| Equitable Holdings, Inc. | 55.85K | Jun 30, 26 | -32.24K | 0.02% |
| Owl Creek Wealth Partners LLC | 55.40K | Jun 30, 26 | -11.25K | 0.02% |
| Integrated Wealth Concepts LLC | 55.27K | Jun 30, 26 | +13.56K | 0.02% |
| Wealthcare Advisory Partners LLC | 54.31K | Jun 30, 26 | +2.86K | 0.02% |
| Ellis Investment Partners, LLC | 54.17K | Jun 30, 26 | +8.48K | 0.02% |
| Autumn Glory Partners, LLC | 53.65K | Jun 30, 26 | -- | 0.02% |
| MidAtlantic Capital Management, Inc. | 53.23K | Jun 30, 26 | -9.61K | 0.02% |
| Creative Planning | 52.62K | Jun 30, 26 | -2.83K | 0.02% |
| FIDUCIARY FINANCIAL ADVISORS | 51.88K | Jun 30, 26 | +51.88K | 0.02% |
| BENJAMIN EDWARDS INC | 51.41K | Jun 30, 26 | +2.04K | 0.02% |
| Smallwood Wealth Investment Management, LLC | 50.66K | Jun 30, 26 | +8.49K | 0.02% |
| Oak Barrel Wealth Advisory LLC | 50.15K | Jun 30, 26 | +50.15K | 0.02% |
| WEST MICHIGAN ADVISORS, LLC | 48.69K | Jun 30, 26 | -323 | 0.02% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 48.51K | Jun 30, 26 | -- | 0.02% |
| Arkadios Wealth Advisors | 48.08K | Jun 30, 26 | +5.89K | 0.02% |
| Quad-Cities Investment Group, LLC | 46.90K | Jun 30, 26 | +758 | 0.02% |
| PDS Planning, Inc | 46.55K | Jun 30, 26 | +4.20K | 0.02% |
| NewEdge Advisors, LLC | 44.39K | Jun 30, 26 | -7.38K | 0.02% |
| Foundations Investment Advisors, LLC | 44.16K | Jun 30, 26 | +18.61K | 0.01% |
| Krilogy Financial LLC | 43.30K | Jun 30, 26 | +26.15K | 0.01% |
| John W. Brooker & Co., CPAs | 41.83K | Jun 30, 26 | -16.36K | 0.01% |
| Etesian Wealth Advisors, Inc. | 41.79K | Jun 30, 26 | -3.92K | 0.01% |
| Rockefeller Capital Management L.P. | 41.27K | Jun 30, 26 | -6.39K | 0.01% |
| Wayfinding Financial, LLC | 41.15K | Jun 30, 26 | +1.71K | 0.01% |
| Kingsview Wealth Management, LLC | 39.19K | Jun 30, 26 | +2.94K | 0.01% |
| Lido Advisors, LLC | 39.15K | Jun 30, 26 | -22.07K | 0.01% |
| AdvisorNet Financial, Inc | 39.00K | Jun 30, 26 | +9.02K | 0.01% |
| Rosenberg Matthew Hamilton | 38.84K | Jun 30, 26 | +1.77K | 0.01% |
| Emerald Advisors, LLC | 38.78K | Jun 30, 26 | +38.78K | 0.01% |
| GENTRY PRIVATE WEALTH, LLC | 38.29K | Jun 30, 26 | +1.08K | 0.01% |
| Fiduciary Alliance LLC | 37.60K | Jun 30, 26 | -1.17K | 0.01% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 37.29K | Jun 30, 26 | +7.78K | 0.01% |
| BlackRock, Inc. | 37.28K | Jun 30, 26 | +141 | 0.01% |
| TopTier Wealth Management, LLC | 35.83K | Jun 30, 26 | -374 | 0.01% |
| Sowell Financial Services LLC | 34.82K | Jun 30, 26 | +772 | 0.01% |
| Prospera Financial Services Inc | 34.22K | Jun 30, 26 | +12.38K | 0.01% |
| Belpointe Asset Management LLC | 33.60K | Jun 30, 26 | +2.27K | 0.01% |
| Global Retirement Partners, LLC | 33.35K | Jun 30, 26 | +33.35K | 0.01% |
| Legacy Wealth Managment, LLC/ID | 33.22K | Jun 30, 26 | -9.43K | 0.01% |
| DeLarme Wealth Management, Inc. | 32.04K | Jun 30, 26 | +1.09K | 0.01% |
| Aprio Wealth Management, LLC | 31.95K | Jun 30, 26 | +27.58K | 0.01% |
| CRA Financial Services, LLC | 31.44K | Jun 30, 26 | +237 | 0.01% |
| JM2 Capital Inc. | 30.71K | Jun 30, 26 | +1.00K | 0.01% |
| Garden State Investment Advisory Services LLC | 30.34K | Jun 30, 26 | -1.45K | 0.01% |
| Sequent Planning LLC | 30.29K | Jun 30, 26 | -320 | 0.01% |
| XY Planning Network, Inc. | 30.24K | Jun 30, 26 | +6.34K | 0.01% |
| Copper Harbor Investment Advisors, LLC | 29.10K | Jun 30, 26 | +29.10K | 0.01% |
| Nolet Wealth Management, LLC | 28.44K | Jun 30, 26 | +501 | 0.01% |
| Retirement Planning Group | 28.33K | Jun 30, 26 | -2.19K | 0.01% |
| RETIREMENT GUYS FORMULA LLC | 28.29K | Jun 30, 26 | +390 | 0.01% |
| Steward Partners Investment Advisory, LLC | 27.84K | Jun 30, 26 | +301 | 0.01% |
| Sterling Investment Advisors, Ltd. | 27.70K | Jun 30, 26 | -- | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 27.63K | Jun 30, 26 | -9.08K | 0.01% |
| Diversify Advisory Services, LLC | 27.63K | Jun 30, 26 | +20.62K | 0.01% |
| ROOF EIDAM & MAYCOCK/ADV | 27.61K | Jun 30, 26 | +1.07K | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 27.09K | Jun 30, 26 | +2.95K | 0.01% |
| Goldstone Financial Group, LLC | 26.71K | Jun 30, 26 | -221 | 0.01% |
| Menard Financial Group LLC | 26.56K | Jun 30, 26 | -4.30K | 0.01% |
| Helium Advisors LLC | 26.45K | Jun 30, 26 | +26.45K | 0.01% |
| Elevation Wealth Management LLC | 26.37K | Jun 30, 26 | +764 | 0.01% |
| GeoWealth Management, LLC | 25.44K | Jun 30, 26 | +3.30K | 0.01% |
| Comprehensive Financial Planning, Inc./PA | 24.76K | Jun 30, 26 | -1.13K | 0.01% |
| Independent Wealth Network Inc. | 24.64K | Jun 30, 26 | +2.16K | 0.01% |
| FIFTH THIRD BANCORP | 24.51K | Jun 30, 26 | +9.88K | 0.01% |
| Accelerate Investment Advisors LLC | 23.59K | Jun 30, 26 | +23.59K | 0.01% |
| NICOLET BANKSHARES INC | 22.37K | Jun 30, 26 | +13.17K | 0.01% |
| LWM Advisory Services, LLC | 21.99K | Jun 30, 26 | +21.99K | 0.01% |
| Kuhn & Co Investment Counsel | 21.62K | Jun 30, 26 | +1.01K | 0.01% |
| Balboa Wealth Partners | 21.62K | Jun 30, 26 | +1.54K | 0.01% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 21.57K | Jun 30, 26 | +2.19K | 0.01% |
| Qube Research & Technologies Ltd | 21.57K | Jun 30, 26 | +21.57K | 0.01% |
| First Citizens Financial Corp | 21.56K | Jun 30, 26 | +600 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.45K | Jun 30, 26 | -249.55K | 0.01% |
| Summit Trail Advisors, LLC | 21.41K | Jun 30, 26 | +12.96K | 0.01% |
| Comprehensive Wealth Management, LLC | 21.23K | Jun 30, 26 | +21.23K | 0.01% |
| SeaCrest Wealth Management, LLC | 21.21K | Jun 30, 26 | +1.31K | 0.01% |
| Opus Financial Solutions LLC | 21.02K | Jun 30, 26 | +1.55K | 0.01% |
| Resources Investment Advisors, LLC. | 20.70K | Jun 30, 26 | +6.82K | 0.01% |
| RMR Wealth Builders | 20.36K | Jun 30, 26 | -14.20K | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20.34K | Jun 30, 26 | -7.79K | 0.01% |
| DAVENPORT & Co LLC | 20.03K | Jun 30, 26 | +2.74K | 0.01% |
| USAdvisors Wealth Management, LLC | 19.80K | Jun 30, 26 | +753 | 0.01% |
| UNIQUE WEALTH, LLC | 19.18K | Jun 30, 26 | +11.77K | 0.01% |
| Sigma Planning Corp | 19.13K | Jun 30, 26 | +449 | 0.01% |
| Capstone Wealth Management, Inc. | 18.76K | Jun 30, 26 | +366 | 0.01% |
| Ameritas Advisory Services, LLC | 18.75K | Jun 30, 26 | +9.35K | 0.01% |
| Mainsail Financial Group, LLC | 18.74K | Jun 30, 26 | -33.00K | 0.01% |
| Brio Consultants, LLC | 18.54K | Jun 30, 26 | +524 | 0.01% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 18.40K | Jun 30, 26 | +18.40K | 0.01% |
| D'Orazio & Associates, Inc. | 18.17K | Jun 30, 26 | +2.19K | 0.01% |
| MAGNOLIA CAPITAL ADVISORS LLC | 17.98K | Jun 30, 26 | +7.40K | 0.01% |
| Brand Asset Management Group, Inc. | 17.76K | Jun 30, 26 | +7.84K | 0.01% |
| Cedarwood Wealth LLC | 17.73K | Jun 30, 26 | +3.34K | 0.01% |
| Geneos Wealth Management Inc. | 17.72K | Jun 30, 26 | +405 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 17.49K | Jun 30, 26 | -5.75K | 0.01% |
| Axis Wealth Partners, LLC | 17.32K | Jun 30, 26 | +134 | 0.01% |
| Fortress Wealth Group, LLC | 16.99K | Jun 30, 26 | +189 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 16.75K | Jun 30, 26 | -18.24K | 0.01% |
| Trust Co | 16.43K | Jun 30, 26 | +3.94K | 0.01% |
| EP Wealth Advisors, LLC | 16.41K | Jun 30, 26 | +1.05K | 0.01% |
| Advisory Services Network, LLC | 16.11K | Jun 30, 26 | +3.27K | 0.01% |
| Ballast Financial Advisors LLC | 15.96K | Jun 30, 26 | +199 | 0.01% |
| Dynamic Advisor Solutions LLC | 15.88K | Jun 30, 26 | +3.41K | 0.01% |
| Richmond Investment Services, LLC | 15.37K | Jun 30, 26 | +15.37K | 0.01% |
| Carmel Capital Partners, LLC | 15.20K | Jun 30, 26 | +15.20K | 0.01% |
| Allworth Financial LP | 15.09K | Jun 30, 26 | -669 | 0.01% |
| LAKE STREET FINANCIAL LLC | 14.91K | Jun 30, 26 | -2.71K | 0.01% |
| Emergent Wealth Advisors, LLC | 14.79K | Jun 30, 26 | +40 | 0.01% |
| First Heartland Consultants, Inc. | 14.40K | Jun 30, 26 | +2.97K | 0.00% |
| MEMBERS WEALTH LLC | 14.25K | Jun 30, 26 | +14.25K | 0.00% |
| 1015 Capital Partners, LLC | 14.10K | Jun 30, 26 | +107 | 0.00% |
| Aegis Wealth Management, Inc. | 14.05K | Jun 30, 26 | +3.72K | 0.00% |
| CHAPIN DAVIS, INC. | 13.62K | Jun 30, 26 | -- | 0.00% |
| Peck Wealth Management, LLC | 13.57K | Jun 30, 26 | -21.11K | 0.00% |
| Balance Wealth, LLC | 13.35K | Jun 30, 26 | -190 | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | 13.31K | Jun 30, 26 | +13.31K | 0.00% |
| Centurion Wealth Management LLC | 13.09K | Jun 30, 26 | -15.73K | 0.00% |
| Gateway Wealth Partners, LLC | 12.89K | Jun 30, 26 | +12.89K | 0.00% |
| Valmark Advisers, Inc. | 12.72K | Jun 30, 26 | -42.11K | 0.00% |
| Strive Financial Group ,LLC | 12.65K | Jun 30, 26 | +12.65K | 0.00% |
| COFG Advisors, LLC | 12.41K | Jun 30, 26 | +12.41K | 0.00% |
| Burnham & Co LLC | 12.18K | Jun 30, 26 | +12.18K | 0.00% |
| MOSAIC FINANCIAL GROUP, LLC | 12.05K | Jun 30, 26 | +111 | 0.00% |
| NORTHERN TRUST CORP | 12.03K | Jun 30, 26 | +164 | 0.00% |
| Regal Investment Advisors LLC | 11.83K | Jun 30, 26 | +2.91K | 0.00% |
| Ausdal Financial Partners, Inc. | 11.79K | Jun 30, 26 | -501 | 0.00% |
| Holistic Planning, LLC | 11.52K | Jun 30, 26 | +3.35K | 0.00% |
| JT Stratford LLC | 11.43K | Jun 30, 26 | +11.43K | 0.00% |
| First American Bank | 11.29K | Jun 30, 26 | +137 | 0.00% |
| Diversified Portfolios, Inc. | 11.20K | Jun 30, 26 | +11.20K | 0.00% |
| BCI SECURITIES, INC. | 11.13K | Jun 30, 26 | -968 | 0.00% |
| Five Oceans Advisors | 10.94K | Jun 30, 26 | +10.94K | 0.00% |
| J.W. COLE ADVISORS, INC. | 10.74K | Jun 30, 26 | +259 | 0.00% |
| Keystone Wealth Services, LLC | 10.70K | Jun 30, 26 | -42.46K | 0.00% |
| FMR LLC | 10.65K | Jun 30, 26 | +10.09K | 0.00% |
| Ankerstar Wealth, LLC | 10.35K | Jun 30, 26 | -1.87K | 0.00% |
| MSH Capital Advisors LLC | 10.23K | Jun 30, 26 | +10.23K | 0.00% |
| RDA Financial Network | 10.06K | Jun 30, 26 | +669 | 0.00% |
| BAM Wealth Management, LLC | 9.85K | Jun 30, 26 | +71 | 0.00% |
| Wealthspire Advisors, LLC | 9.80K | Jun 30, 26 | -7.00K | 0.00% |
| UBS Group AG | 9.41K | Jun 30, 26 | +7.25K | 0.00% |
| FIRETHORN WEALTH PARTNERS, LLC | 9.41K | Jun 30, 26 | +276 | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 9.28K | Jun 30, 26 | +9.28K | 0.00% |
| Elm3 Financial Group, LLC | 8.98K | Jun 30, 26 | +170 | 0.00% |
| MAI Capital Management | 8.86K | Jun 30, 26 | -541 | 0.00% |
| CHOREO, LLC | 8.84K | Jun 30, 26 | +2.49K | 0.00% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 8.68K | Jun 30, 26 | +8.68K | 0.00% |
| Layline Advisors, LLC | 8.49K | Jun 30, 26 | -10.13K | 0.00% |
| FLORIDA FINANCIAL ADVISORS, LLC | 8.15K | Jun 30, 26 | +1.15K | 0.00% |
| SUMMIT WEALTH GROUP LLC / CO | 8.09K | Jun 30, 26 | -- | 0.00% |
| Lee Financial Co | 8.03K | Jun 30, 26 | +8.03K | 0.00% |
| SUTTON PLACE INVESTORS LLC | 7.93K | Jun 30, 26 | -529 | 0.00% |
| Savvy Advisors, Inc. | 7.76K | Jun 30, 26 | +1.10K | 0.00% |
| WealthTrak Capital Management LLC | 7.74K | Jun 30, 26 | -4 | 0.00% |
| RASP WEALTH SOLUTIONS, LLC | 7.70K | Jun 30, 26 | +7.70K | 0.00% |
| Revisor Wealth Management LLC | 7.58K | Jun 30, 26 | +7.58K | 0.00% |
| Plan Group Financial, LLC | 7.50K | Jun 30, 26 | -439 | 0.00% |
| Stonehearth Capital Management, LLC | 7.43K | Jun 30, 26 | -142 | 0.00% |
| StoneX Group Inc. | 7.12K | Jun 30, 26 | +7.12K | 0.00% |
| Wills Financial Group LLC | 7.09K | Jun 30, 26 | -- | 0.00% |
| Mayflower Financial Advisors, LLC | 7.08K | Jun 30, 26 | -- | 0.00% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 6.91K | Jun 30, 26 | -5 | 0.00% |
| Semus Wealth Partners LLC | 6.85K | Jun 30, 26 | +314 | 0.00% |
| Bravera Wealth | 6.69K | Jun 30, 26 | -41 | 0.00% |
| Carolina Wealth Management Inc | 6.46K | Jun 30, 26 | +6.46K | 0.00% |
| Quantum Financial Planning Services, Inc. | 6.42K | Jun 30, 26 | +6.42K | 0.00% |
| Impact Capital Partners LLC | 6.35K | Jun 30, 26 | +76 | 0.00% |
| CAHILL FINANCIAL ADVISORS INC | 6.29K | Jun 30, 26 | +687 | 0.00% |
| SageView Advisory Group, LLC | 6.16K | Jun 30, 26 | -15 | 0.00% |
| Martin Investment Management, LLC | 6.11K | Jun 30, 26 | -- | 0.00% |
| Strategic Financial Concepts, LLC | 6.01K | Jun 30, 26 | +601 | 0.00% |
| Johnson Financial Group, LLC | 6.01K | Jun 30, 26 | +6.01K | 0.00% |
| Skyline Advisors, Inc. | 5.98K | Jun 30, 26 | +5.98K | 0.00% |
| National Philanthropic Trust | 5.92K | Jun 30, 26 | +5.92K | 0.00% |
| Fortune Financial Advisors, LLC | 5.76K | Jun 30, 26 | +22 | 0.00% |
| NEW WAVE WEALTH ADVISORS LLC | 5.76K | Jun 30, 26 | +169 | 0.00% |
| Brinker Capital Investments, LLC | 5.69K | Jun 30, 26 | -7.16K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 5.69K | Jun 30, 26 | +1.02K | 0.00% |
| Opal Wealth Advisors, LLC | 5.65K | Jun 30, 26 | -825 | 0.00% |
| Linscomb & Williams, Inc. | 5.51K | Jun 30, 26 | -- | 0.00% |
| Putney Financial Group LLC | 5.46K | Jun 30, 26 | +5.46K | 0.00% |
| MGO ONE SEVEN LLC | 5.44K | Jun 30, 26 | +226 | 0.00% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5.39K | Jun 30, 26 | +5.39K | 0.00% |
| Western Wealth Management, LLC | 5.36K | Jun 30, 26 | +3.75K | 0.00% |
| Clear Creek Financial Management, LLC | 5.33K | Jun 30, 26 | -950 | 0.00% |
| Forum Finance Group S.A. | 5.26K | Jun 30, 26 | -- | 0.00% |
| Buckingham Strategic Partners | 5.22K | Jun 30, 26 | +5.22K | 0.00% |
| DEFINED WEALTH MANAGEMENT, LLC | 5.12K | Jun 30, 26 | +5.12K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.06K | Jun 30, 26 | -531 | 0.00% |
| SRS Capital Advisors, Inc. | 5.04K | Jun 30, 26 | +3.07K | 0.00% |
| M.E. ALLISON & CO., INC. | 5.03K | Jun 30, 26 | -- | 0.00% |
| Mathes Company, Inc. | 5.00K | Jun 30, 26 | -- | 0.00% |
| BKA Wealth Consulting, Inc. | 4.98K | Jun 30, 26 | +4.98K | 0.00% |
| WESPAC Advisors, LLC | 4.97K | Jun 30, 26 | -- | 0.00% |
| Maia Wealth LLC | 4.90K | Jun 30, 26 | -5.24K | 0.00% |
| Aurdan Capital Management, LLC | 4.79K | Jun 30, 26 | +4.79K | 0.00% |
| US BANCORP \DE\ | 4.72K | Jun 30, 26 | +3.20K | 0.00% |
| NFP Retirement, Inc. | 4.65K | Jun 30, 26 | +4.65K | 0.00% |
| Fragasso Group Inc. | 4.64K | Jun 30, 26 | +382 | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.61K | Jun 30, 26 | +4.61K | 0.00% |
| Capital Investment Advisory Services, LLC | 4.57K | Jun 30, 26 | +4.57K | 0.00% |
| Tidemark, LLC | 4.52K | Jun 30, 26 | +4.52K | 0.00% |
| Next Level Wealth Planning, LLC | 4.50K | Jun 30, 26 | -- | 0.00% |
| Burk Holdings LLC | 4.44K | Jun 30, 26 | +3.45K | 0.00% |
| Glass Jacobson Investment Advisors llc | 4.43K | Jun 30, 26 | +2.22K | 0.00% |
| Members Trust Co | 4.40K | Jun 30, 26 | +4.40K | 0.00% |
| Barnes Dennig Private Wealth Management LLC | 4.25K | Jun 30, 26 | +595 | 0.00% |
| Cape Investment Advisory, Inc. | 3.75K | Jun 30, 26 | +3.75K | 0.00% |
| LGT Financial Advisors LLC | 3.53K | Jun 30, 26 | +133 | 0.00% |
| Capital Investment Counsel, Inc | 3.40K | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 3.30K | Jun 30, 26 | +3.30K | 0.00% |
| CULLEN/FROST BANKERS, INC. | 2.71K | Jun 30, 26 | +573 | 0.00% |
| Salomon & Ludwin, LLC | 2.51K | Jun 30, 26 | -- | 0.00% |
| Fountainhead AM, LLC | 2.50K | Jun 30, 26 | +158 | 0.00% |
| CENTAURUS FINANCIAL, INC. | 2.47K | Jun 30, 26 | +279 | 0.00% |
| CX Institutional | 2.40K | Jun 30, 26 | +28 | 0.00% |
| ASSETMARK, INC | 2.33K | Jun 30, 26 | -364 | 0.00% |
| Parkside Financial Bank & Trust | 2.30K | Jun 30, 26 | +2.30K | 0.00% |
| PRIVATE TRUST CO NA | 2.26K | Jun 30, 26 | +2.26K | 0.00% |
| Pinnacle Bancorp, Inc. | 2.17K | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 2.05K | Jun 30, 26 | +129 | 0.00% |
| OAK HARBOR WEALTH PARTNERS, LLC | 2.04K | Jun 30, 26 | -1.52K | 0.00% |
| Larson Financial Group LLC | 2.02K | Jun 30, 26 | +208 | 0.00% |
| Stone House Investment Management, LLC | 1.93K | Jun 30, 26 | +1.93K | 0.00% |
| Quent Capital, LLC | 1.84K | Jun 30, 26 | +1.84K | 0.00% |
| Portfolio Resources Advisor Group, Inc. | 1.68K | Jun 30, 26 | -- | 0.00% |
| FIRST COMMUNITY TRUST NA | 1.48K | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 1.41K | Jun 30, 26 | -- | 0.00% |
| GGM Financials LLC | 1.22K | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 1.16K | Jun 30, 26 | +7 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.06K | Jun 30, 26 | +13 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1.04K | Jun 30, 26 | +687 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 958 | Jun 30, 26 | -1.81K | 0.00% |
| Prestige Wealth Management Group LLC | 920 | Jun 30, 26 | -- | 0.00% |
| PROTECTIVE LIFE CORP | 794 | Jun 30, 26 | -- | 0.00% |
| Torren Management, LLC | 788 | Jun 30, 26 | +10 | 0.00% |
| SHP Wealth Management | 643 | Jun 30, 26 | +6 | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 635 | Jun 30, 26 | +8 | 0.00% |
| NBT BANK N A /NY | 630 | Jun 30, 26 | -- | 0.00% |
| RHL GROUP, LLC | 586 | Jun 30, 26 | +104 | 0.00% |
| CBIZ Investment Advisory Services, LLC | 537 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 442 | Jun 30, 26 | +442 | 0.00% |
| Silver Grove Financial Group, Inc. | 418 | Jun 30, 26 | +357 | 0.00% |
| Medallion Wealth Advisors, LLC | 406 | Jun 30, 26 | -92.86K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 375 | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 355 | Jun 30, 26 | -- | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 300 | Jun 30, 26 | -18.70K | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 297 | Jun 30, 26 | +4 | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | 272 | Jun 30, 26 | -5.18K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 244 | Jun 30, 26 | -- | 0.00% |
| BLUELINE ADVISORS LLC | 166 | Jun 30, 26 | +65 | 0.00% |
| Rossby Financial, LCC | 162 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 160 | Jun 30, 26 | +160 | 0.00% |
| Smartleaf Asset Management LLC | 137 | Jun 30, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 129 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 107 | Jun 30, 26 | +51 | 0.00% |
| HFM Investment Advisors, LLC | 91 | Jun 30, 26 | -271 | 0.00% |
| Kingdom Financial Group LLC. | 29 | Jun 30, 26 | +29 | 0.00% |
| EverSource Wealth Advisors, LLC | 21 | Jun 30, 26 | -76 | 0.00% |
| Ronald Blue Trust, Inc. | 9 | Jun 30, 26 | +9 | 0.00% |
| Abound Wealth Management | 8 | Jun 30, 26 | +8 | 0.00% |
| Crewe Advisors LLC | 8 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 7 | Jun 30, 26 | +5 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 7 | Jun 30, 26 | +7 | 0.00% |
| Russell Investments Group, Ltd. | 3 | Jun 30, 26 | +3 | 0.00% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -126.67K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -28.90K | -- |
| Quest 10 Wealth Builders, Inc. | -- | Jun 30, 26 | -170 | -- |
| Beacon Financial Advisory LLC | -- | Jun 30, 26 | -4.44K | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -14 | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -6.23K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -42 | -- |
| SEGALL BRYANT & HAMILL, LLC | -- | Jun 30, 26 | -40.81K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -100 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -24 | -- |
| MCF Advisors LLC | -- | Jun 30, 26 | -3.11K | -- |
| Daybright Advisory Services, Inc. | -- | Jun 30, 26 | -25.86K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -5.17K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -8.40K | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -33 | -- |
| Retireful, LLC | -- | Jun 30, 26 | -6.43K | -- |
| Boulder Wealth Advisors, LLC | -- | Jun 30, 26 | -4.82K | -- |
| XTX Topco Ltd | -- | Jun 30, 26 | -5.09K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -121 | -- |
| Elevated Financial Group LLC | -- | Jun 30, 26 | -14.67K | -- |
| Plante Moran Financial Advisors, LLC | -- | Jun 30, 26 | -1.03K | -- |
| KMG FIDUCIARY PARTNERS, LLC | -- | Jun 30, 26 | -100.51K | -- |
| Bright Futures Wealth Management, LLC. | -- | Jun 30, 26 | -5.39K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -93 | -- |
| Basepoint Wealth LLC | -- | Jun 30, 26 | -1.93K | -- |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -1.22K | -- |
| Imprint Wealth LLC | -- | Jun 30, 26 | -317 | -- |
| Detalus Advisors, LLC | -- | Jun 30, 26 | -11.69K | -- |
| Exit Wealth Advisors, LLC. | -- | Jun 30, 26 | -5.72K | -- |
| Princeton Global Asset Management LLC | -- | Jun 30, 26 | -122 | -- |
| CENTRAL TRUST Co | -- | Jun 30, 26 | -2.33K | -- |
| LeClair Wealth Partners LLC | -- | Jun 30, 26 | -453.04K | -- |
| CWM, LLC | 582.36K | Mar 31, 26 | +150.15K | 0.20% |
| Financial Connections Group, Inc. | 345.99K | Mar 31, 26 | +12.54K | 0.12% |
| Leo Wealth, LLC | 108.33K | Mar 31, 26 | +2.30K | 0.04% |
| TruWealth Advisors, LLC | 103.27K | Mar 31, 26 | +2.75K | 0.03% |
| Coordinated Financial Services, Inc. | 63.51K | Mar 31, 26 | +1.55K | 0.02% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 14.45K | Mar 31, 26 | -52 | 0.00% |
| Anchor Investment Management, LLC | 10.70K | Mar 31, 26 | -- | 0.00% |
| North Ridge Wealth Advisors, Inc. | 213 | Mar 31, 26 | +213 | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -6.26K | -- |
| Janney Capital Management LLC | 278.20K | Dec 31, 25 | -1.30K | 0.09% |
| ORG Partners LLC | 27.61K | Dec 31, 25 | +2.99K | 0.01% |
| McCarthy & Cox | 13.75K | Dec 31, 25 | -618.08K | 0.00% |
| COMERICA BANK | 12.10K | Dec 31, 25 | +3.65K | 0.00% |
| Edge Financial Advisors LLC | 8.71K | Dec 31, 25 | +2.26K | 0.00% |
| SPC Financial, Inc. | 582.18K | Sep 30, 25 | +16.17K | 0.20% |
| IMS Capital Management | 21.49K | Sep 30, 25 | -- | 0.01% |
| Masso Torrence Wealth Management Inc. | 8.19K | Sep 30, 25 | +2 | 0.00% |
| PALO ALTO WEALTH ADVISORS, LLC | 7.87K | Sep 30, 25 | -7.30K | 0.00% |
| Blue Oak Capital, LLC | 461.42K | Jun 30, 25 | +52.59K | 0.16% |
| AVANTAX ADVISORY SERVICES, INC. | 240.13K | Jun 30, 25 | +63.66K | 0.08% |
| Congress Wealth Management LLC / DE / | 153.70K | Jun 30, 25 | +93.46K | 0.05% |
| Atria Wealth Solutions, Inc. | 80.98K | Jun 30, 25 | -60.76K | 0.03% |
| Legacy Investment Solutions, LLC | 46.99K | Jun 30, 25 | +46.99K | 0.02% |
| Parkworth Wealth Management, Inc. | 615 | Jun 30, 25 | +615 | 0.00% |
| Corrigan Financial, Inc. | 790.50K | Mar 31, 25 | +63.73K | 0.27% |
| Coordinated Financial Services, Inc./CO | 48.92K | Mar 31, 25 | +48.92K | 0.02% |
| Aveo Capital Partners, LLC | 48.92K | Mar 31, 25 | -11.47K | 0.02% |
| Wolf Group Capital Advisors | 42.81K | Mar 31, 25 | +42.81K | 0.01% |
| Orion Portfolio Solutions, LLC | 30.11K | Mar 31, 25 | -5.74K | 0.01% |
| Delta Financial Group, Inc. | 28.59K | Mar 31, 25 | +19.18K | 0.01% |
| WMS Partners, LLC | 1.84M | Dec 31, 24 | +173.57K | 0.62% |
| PRIVATE CAPITAL MANAGEMENT LLC | 851.58K | Dec 31, 24 | +318.32K | 0.29% |
| Peninsula Wealth, LLC | 28.26K | Dec 31, 24 | +28.26K | 0.01% |
| CRITERION CAPITAL ADVISORS, LLC | 1.16K | Dec 31, 24 | -- | 0.00% |
| WINTRUST INVESTMENTS LLC | 879 | Dec 31, 24 | +879 | 0.00% |
| Sugarloaf Wealth Management, LLC | 287 | Dec 31, 24 | +287 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 2.08M | Sep 30, 24 | +220.08K | 0.71% |
| Financial Planning & Information Services, Inc. | 1.25M | Sep 30, 24 | +255.70K | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 306.13K | Sep 30, 24 | +38.78K | 0.10% |
| GYL FINANCIAL SYNERGIES, LLC | 43.71K | Sep 30, 24 | +514 | 0.01% |
| ETFIDEA, LLC | 19.84K | Sep 30, 24 | +19.84K | 0.01% |
| RAYMOND JAMES TRUST N.A. | 11.02K | Sep 30, 24 | +89 | 0.00% |
| Family Asset Management, LLC | 132 | Sep 30, 24 | +25 | 0.00% |
| FinTrust Capital Advisors, LLC | 113 | Sep 30, 24 | -- | 0.00% |
| Gratus Capital LLC | 348.83K | Jun 30, 24 | +10.89K | 0.12% |
| JANICZEK WEALTH MANAGEMENT, LLC | 213.06K | Jun 30, 24 | +160.21K | 0.07% |
| ICA Group Wealth Management, LLC | 147.45K | Jun 30, 24 | +14.36K | 0.05% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 36.30K | Jun 30, 24 | +8.21K | 0.01% |
| WALDEN WEALTH PARTNERS LLC | 19.39K | Jun 30, 24 | +629 | 0.01% |
| Relative Value Partners Group, LLC | 7.57K | Jun 30, 24 | +7.57K | 0.00% |
| Cetera Advisors LLC | 226.20K | Mar 31, 24 | +105.35K | 0.08% |
| Cetera Advisor Networks LLC | 179.34K | Mar 31, 24 | -25.23K | 0.06% |
| Windsor Group LTD | 350.00K | Sep 30, 23 | +65.45K | 0.12% |
| Daniels&Tansey,LLP | 170.30K | Sep 30, 23 | +111.33K | 0.06% |
| LEO BROKERAGE, LLC | 12.60K | Jun 30, 23 | +7.22K | 0.00% |
| Intercontinental Wealth Advisors, LLC | 12.34K | Jun 30, 23 | +350 | 0.00% |
| Quantitative Advantage, LLC | -- | Mar 31, 23 | -64.20K | -- |
| Integrity Advisory, LLC | 181.71K | Dec 31, 22 | +19.84K | 0.06% |
| Hotaling Investment Management, LLC | 42.46K | Dec 31, 22 | -17.20K | 0.01% |
| Foresight Wealth Management, LLC | -- | Dec 31, 22 | -14.40K | -- |
| Lake Point Wealth Management | 187 | Jun 30, 22 | +187 | 0.00% |
| ETRADE Capital Management LLC | 6.76K | Sep 30, 20 | +6.76K | 0.00% |