JPMorgan Ultra-Short Municipal Income ETF(JMST)

$50.95—Stale · unknown old

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JPMorgan Ultra-Short Municipal Income ETF(JMST)

USBATS • Last print unknown ago

$50.95—Stale · unknown old

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JMST(JMST)

JMST

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Institutional Ownership

Top 697 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	4.62M	Jun 30, 26	+433.61K	3.31%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.83M	Jun 30, 26	-42.65K	2.74%
HB Wealth Management, LLC	3.27M	Jun 30, 26	+716.31K	2.34%
LPL Financial LLC	3.08M	Jun 30, 26	+160	2.20%
Resonant Capital Advisors, LLC	1.84M	Jun 30, 26	+122.72K	1.32%
WELLS FARGO & COMPANY/MN	1.58M	Jun 30, 26	+24.84K	1.13%
Bank of New York Mellon Corp	1.56M	Jun 30, 26	+300.79K	1.12%
FMR LLC	1.38M	Jun 30, 26	-1.60K	0.99%
Salomon & Ludwin, LLC	1.20M	Jun 30, 26	+12.12K	0.86%
JPMORGAN CHASE & CO	1.20M	Jun 30, 26	+214.17K	0.86%
BAILARD, INC.	1.15M	Jun 30, 26	+810.17K	0.82%
UBS Group AG	1.08M	Jun 30, 26	+45.33K	0.77%
RAYMOND JAMES FINANCIAL INC	960.46K	Jun 30, 26	+17.63K	0.69%
Integrated Wealth Concepts LLC	823.14K	Jun 30, 26	+210.06K	0.59%
AlphaCore Capital LLC	747.05K	Jun 30, 26	-22.31K	0.53%
WEATHERLY ASSET MANAGEMENT L. P.	727.45K	Jun 30, 26	+865	0.52%
ADVISOR GROUP HOLDINGS, INC.	716.86K	Jun 30, 26	-3.92K	0.51%
ROYAL BANK OF CANADA	710.26K	Jun 30, 26	+65.94K	0.51%
Bridgewater Advisors Inc.	678.80K	Jun 30, 26	+51.44K	0.49%
NorthRock Partners, LLC	662.85K	Jun 30, 26	-828.50K	0.47%
CI Private Wealth, LLC	630.08K	Jun 30, 26	-253.77K	0.45%
Mariner, LLC	614.23K	Jun 30, 26	-273.76K	0.44%
Cerity Partners LLC	604.68K	Jun 30, 26	-37.93K	0.43%
CWA Asset Management Group, LLC	601.09K	Jun 30, 26	+58.98K	0.43%
Sage Mountain Advisors LLC	556.51K	Jun 30, 26	+9.95K	0.40%
JONES FINANCIAL COMPANIES LLLP	543.10K	Jun 30, 26	+122.46K	0.39%
KEYBANK NATIONAL ASSOCIATION/OH	536.85K	Jun 30, 26	+1.06K	0.38%
Trust Co	532.29K	Jun 30, 26	+11.80K	0.38%
Colony Group, LLC	524.48K	Jun 30, 26	+70.67K	0.38%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	524.26K	Jun 30, 26	+130.42K	0.38%
HighTower Advisors, LLC	511.98K	Jun 30, 26	-20.34K	0.37%
FSM Wealth Advisors, LLC	508.80K	Jun 30, 26	+31.68K	0.36%
Rockefeller Capital Management L.P.	502.90K	Jun 30, 26	+173.17K	0.36%
Global Wealth Management, LLC	502.39K	Jun 30, 26	-20.31K	0.36%
FLPUTNAM INVESTMENT MANAGEMENT CO	494.70K	Jun 30, 26	-153.90K	0.35%
TFO-TDC, LLC	492.23K	Jun 30, 26	+34.29K	0.35%
FRANKLIN RESOURCES INC	480.53K	Jun 30, 26	+85.83K	0.34%
SouthState Corp	466.37K	Jun 30, 26	+139.12K	0.33%
Dynasty Wealth Management, LLC	452.12K	Jun 30, 26	+83.34K	0.32%
Cetera Investment Advisers	446.30K	Jun 30, 26	+34.04K	0.32%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	442.80K	Jun 30, 26	-68.73K	0.32%
WCG Wealth Advisors LLC	442.14K	Jun 30, 26	-83.82K	0.32%
CAPTRUST FINANCIAL ADVISORS	411.15K	Jun 30, 26	+28.65K	0.29%
Global Strategic Investment Solutions, LLC	409.41K	Jun 30, 26	-11.53K	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	397.05K	Jun 30, 26	+35.80K	0.28%
Private Advisor Group, LLC	381.48K	Jun 30, 26	+144.02K	0.27%
Interchange Capital Partners, LLC	359.91K	Jun 30, 26	+140.91K	0.26%
Gradient Investments LLC	356.85K	Jun 30, 26	+84.40K	0.26%
AXXCESS WEALTH MANAGEMENT, LLC	337.67K	Jun 30, 26	-45.59K	0.24%
Capital Asset Advisory Services LLC	317.77K	Jun 30, 26	-31.16K	0.23%
Red Door Wealth Management, LLC	310.18K	Jun 30, 26	+134.98K	0.22%
STIFEL FINANCIAL CORP	293.01K	Jun 30, 26	+43.80K	0.21%
Principle Wealth Partners LLC	291.50K	Jun 30, 26	+67.77K	0.21%
Prime Capital Investment Advisors, LLC	289.30K	Jun 30, 26	+3.45K	0.21%
Chesley Taft & Associates LLC	285.33K	Jun 30, 26	+55.52K	0.20%
ENVESTNET ASSET MANAGEMENT INC	283.76K	Jun 30, 26	+30.66K	0.20%
Oak Harvest Investment Services	282.36K	Jun 30, 26	+11.82K	0.20%
NewEdge Advisors, LLC	278.71K	Jun 30, 26	+6.83K	0.20%
Boothe Investment Group, Inc.	274.29K	Jun 30, 26	-3.06K	0.20%
Lido Advisors, LLC	268.69K	Jun 30, 26	-10.66K	0.19%
GREAT VALLEY ADVISOR GROUP, INC.	268.06K	Jun 30, 26	+20.26K	0.19%
Rosenberg Matthew Hamilton	262.67K	Jun 30, 26	-6.83K	0.19%
Phoenix Wealth Advisors	261.09K	Jun 30, 26	+56.13K	0.19%
Farther Finance Advisors, LLC	260.39K	Jun 30, 26	+57.45K	0.19%
Sequoia Financial Advisors, LLC	257.95K	Jun 30, 26	-14.25K	0.18%
MBM Wealth Consultants, LLC	245.68K	Jun 30, 26	+9.12K	0.18%
Auxano Advisors, LLC	237.24K	Jun 30, 26	-16.39K	0.17%
Elequin Securities, LLC	236.30K	Jun 30, 26	+154.40K	0.17%
Cambridge Investment Research Advisors, Inc.	231.87K	Jun 30, 26	-200.96K	0.17%
FIDUCIARY TRUST CO	231.33K	Jun 30, 26	-84.78K	0.17%
Opal Wealth Advisors, LLC	224.85K	Jun 30, 26	+6.86K	0.16%
CITIZENS FINANCIAL GROUP INC/RI	220.28K	Jun 30, 26	+44.62K	0.16%
Avidian Wealth Solutions, LLC	218.33K	Jun 30, 26	-27.86K	0.16%
Diversified Portfolios, Inc.	214.58K	Jun 30, 26	-28.30K	0.15%
DAVIDSON INVESTMENT ADVISORS	209.45K	Jun 30, 26	-7.38K	0.15%
SIMON QUICK ADVISORS, LLC	208.37K	Jun 30, 26	+1.34K	0.15%
TD Capital Management LLC	198.65K	Jun 30, 26	-21.20K	0.14%
Helen Stephens Group, LLC	195.62K	Jun 30, 26	+31.61K	0.14%
OpenArc Corporate Advisory, LLC	193.76K	Jun 30, 26	+70.77K	0.14%
THRIVENT FINANCIAL FOR LUTHERANS	187.58K	Jun 30, 26	-68.26K	0.13%
Summit Financial, LLC	186.73K	Jun 30, 26	-9.31K	0.13%
REGIONS FINANCIAL CORP	179.40K	Jun 30, 26	-2.67K	0.13%
Valeo Financial Advisors, LLC	166.68K	Jun 30, 26	+2.97K	0.12%
Quotient Wealth Partners, LLC	165.68K	Jun 30, 26	+22.39K	0.12%
YHB Investment Advisors, Inc.	165.57K	Jun 30, 26	+41.20K	0.12%
Whitegate Investment Counselors, Inc.	164.44K	Jun 30, 26	-9.56K	0.12%
Great Point Wealth Advisors, LLC	161.69K	Jun 30, 26	-1.27K	0.12%
Vertex Planning Partners, LLC	157.82K	Jun 30, 26	+1.42K	0.11%
Stratos Wealth Partners, LTD.	152.47K	Jun 30, 26	+3.51K	0.11%
Elmwood Wealth Management, Inc.	149.35K	Jun 30, 26	+2.13K	0.11%
CENTRAL TRUST Co	145.15K	Jun 30, 26	+4.57K	0.10%
Southeast Asset Advisors Inc.	143.60K	Jun 30, 26	+358	0.10%
Apex Wealth Management, LLC	143.27K	Jun 30, 26	+1.56K	0.10%
Per Stirling Capital Management, LLC.	143.24K	Jun 30, 26	-2.39K	0.10%
MY Wealth Management Inc.	141.18K	Jun 30, 26	+103.22K	0.10%
Sierra Capital LLC	137.62K	Jun 30, 26	--	0.10%
PDS Planning, Inc	131.46K	Jun 30, 26	+20.41K	0.09%
EP Wealth Advisors, LLC	130.87K	Jun 30, 26	--	0.09%
Capital Advisors Wealth Management, LLC	130.14K	Jun 30, 26	-8.84K	0.09%
Mainsail Financial Group, LLC	128.46K	Jun 30, 26	+36.42K	0.09%
MERCER GLOBAL ADVISORS INC /ADV	127.48K	Jun 30, 26	+10.85K	0.09%
Prosperity Consulting Group, LLC	127.41K	Jun 30, 26	+78	0.09%
StrongBox Wealth, LLC	126.66K	Jun 30, 26	+9.54K	0.09%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	125.38K	Jun 30, 26	-354	0.09%
Aptus Capital Advisors, LLC	125.04K	Jun 30, 26	-6.72K	0.09%
Graves Light Lenhart Wealth, Inc.	122.07K	Jun 30, 26	+8.99K	0.09%
ALBION FINANCIAL GROUP /UT	120.86K	Jun 30, 26	+4.12K	0.09%
MANNING & NAPIER ADVISORS LLC	120.08K	Jun 30, 26	+12.93K	0.09%
Stewardship Advisors, LLC	119.20K	Jun 30, 26	+28.75K	0.09%
PNC FINANCIAL SERVICES GROUP, INC.	116.14K	Jun 30, 26	+80.99K	0.08%
ERn Financial, LLC	115.91K	Jun 30, 26	+10.42K	0.08%
ROOF EIDAM & MAYCOCK/ADV	115.50K	Jun 30, 26	-3.95K	0.08%
BOKF, NA	114.32K	Jun 30, 26	+12.62K	0.08%
Capital Analysts, LLC	113.78K	Jun 30, 26	-8.63K	0.08%
LPWM LLC	112.33K	Jun 30, 26	+22.87K	0.08%
APPLETON PARTNERS INC/MA	111.46K	Jun 30, 26	-14.11K	0.08%
Savvy Advisors, Inc.	110.66K	Jun 30, 26	+15.10K	0.08%
Forza Wealth Management, LLC	106.40K	Jun 30, 26	-2.80K	0.08%
Revolve Wealth Partners, LLC	105.00K	Jun 30, 26	+55.94K	0.08%
Ironwood Investment Counsel, LLC	104.36K	Jun 30, 26	+65.71K	0.07%
CAPITAL MANAGEMENT CORP /VA	100.05K	Jun 30, 26	+6.92K	0.07%
Leverty Financial Group, LLC	98.98K	Jun 30, 26	+23.34K	0.07%
Parallel Advisors, LLC	98.33K	Jun 30, 26	+32.55K	0.07%
Clearstead Advisors, LLC	97.96K	Jun 30, 26	+97.96K	0.07%
MML INVESTORS SERVICES, LLC	97.69K	Jun 30, 26	+18.41K	0.07%
BEACON INVESTMENT ADVISORY SERVICES, INC.	97.33K	Jun 30, 26	+24.15K	0.07%
J.Safra Asset Management Corp	96.87K	Jun 30, 26	-386	0.07%
DAVENPORT & Co LLC	94.87K	Jun 30, 26	+86.94K	0.07%
EXCEL SECURITIES & ASSOCIATES, INC.	90.48K	Jun 30, 26	+33.79K	0.06%
Jupiter Wealth Management LLC	90.00K	Jun 30, 26	--	0.06%
Tradewinds, LLC.	89.73K	Jun 30, 26	+89.73K	0.06%
RPg Family Wealth Advisory, LLC	89.65K	Jun 30, 26	-1.26K	0.06%
Able Wealth Management LLC	88.29K	Jun 30, 26	-25.26K	0.06%
Sanctuary Advisors, LLC	88.01K	Jun 30, 26	+24.79K	0.06%
CFO4Life Group, LLC	87.86K	Jun 30, 26	-229	0.06%
Mutual Advisors, LLC	84.76K	Jun 30, 26	-11.48K	0.06%
Essex Financial Services, Inc.	83.53K	Jun 30, 26	-11.70K	0.06%
VestGen Advisors, LLC	82.57K	Jun 30, 26	--	0.06%
Perigon Wealth Management, LLC	82.00K	Jun 30, 26	+18.80K	0.06%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	81.20K	Jun 30, 26	--	0.06%
Geneos Wealth Management Inc.	79.62K	Jun 30, 26	-2.44K	0.06%
Perennial Advisors, LLC	78.89K	Jun 30, 26	-2.25K	0.06%
Quantinno Capital Management LP	78.12K	Jun 30, 26	+67.21K	0.06%
Evergreen Wealth Solutions, LLC	78.00K	Jun 30, 26	+8.47K	0.06%
Ancora Advisors, LLC	77.71K	Jun 30, 26	-8.09K	0.06%
BRANDYWINE OAK PRIVATE WEALTH LLC	76.76K	Jun 30, 26	-2.82K	0.05%
Ameritas Advisory Services, LLC	75.18K	Jun 30, 26	+17.17K	0.05%
TRUIST FINANCIAL CORP	74.82K	Jun 30, 26	-909	0.05%
HIGHLINE WEALTH PARTNERS LLC	74.27K	Jun 30, 26	+10.65K	0.05%
SkyOak Wealth, LLC	72.89K	Jun 30, 26	+5.57K	0.05%
PERSPECTIVE WEALTH ADVISORS LLC	71.90K	Jun 30, 26	+71.90K	0.05%
Legacy Private Trust Co.	69.45K	Jun 30, 26	+37.91K	0.05%
IF Advisors, LLC	69.00K	Jun 30, 26	-89.00K	0.05%
CCG WEALTH MANAGEMENT, LLC	65.60K	Jun 30, 26	+9.14K	0.05%
NCM Capital Management, LLC	65.17K	Jun 30, 26	-5.60K	0.05%
Sigma Planning Corp	64.93K	Jun 30, 26	+1.29K	0.05%
IFP Advisors, Inc	64.79K	Jun 30, 26	+362	0.05%
Clarity Asset Management, Inc.	64.59K	Jun 30, 26	+2.35K	0.05%
NATIXIS ADVISORS, L.P.	64.37K	Jun 30, 26	+31.87K	0.05%
SRS Capital Advisors, Inc.	60.14K	Jun 30, 26	+47.50K	0.04%
NavPoint Financial, Inc.	59.81K	Jun 30, 26	-16.91K	0.04%
PARSONS CAPITAL MANAGEMENT INC/RI	59.75K	Jun 30, 26	-684	0.04%
SAGESPRING WEALTH PARTNERS, LLC	59.48K	Jun 30, 26	-14.45K	0.04%
Wealthcare Advisory Partners LLC	59.47K	Jun 30, 26	-57.76K	0.04%
Richard P Slaughter Associates Inc	59.18K	Jun 30, 26	-35.15K	0.04%
Red Mountain Financial, LLC	58.44K	Jun 30, 26	+16.22K	0.04%
Granite Bay Wealth Management, LLC	58.09K	Jun 30, 26	+58.09K	0.04%
ROBINSON SMITH WEALTH ADVISORS LLC	57.49K	Jun 30, 26	-11.37K	0.04%
Wills Financial Group LLC	57.12K	Jun 30, 26	-2.73K	0.04%
Invariant Investment Management	56.90K	Jun 30, 26	-637	0.04%
Stonebridge Financial Group, LLC	56.15K	Jun 30, 26	+111	0.04%
Financial Engines Advisors L.L.C.	55.28K	Jun 30, 26	+37.63K	0.04%
McNamara Financial Services, Inc.	54.13K	Jun 30, 26	-110.17K	0.04%
Advisory Services Network, LLC	53.83K	Jun 30, 26	+10.47K	0.04%
ASSETMARK, INC	53.73K	Jun 30, 26	+6.01K	0.04%
Laurel Wealth Planning LLC	53.51K	Jun 30, 26	-2.50K	0.04%
Syverson Strege & Co	53.01K	Jun 30, 26	+3.63K	0.04%
Root Financial Partners, LLC	52.75K	Jun 30, 26	+13.43K	0.04%
Rossmore Private Capital	52.36K	Jun 30, 26	-4.78K	0.04%
Main Street Financial Solutions, LLC	51.80K	Jun 30, 26	-117	0.04%
Selby Wealth Management, LLC	51.80K	Jun 30, 26	+2.22K	0.04%
Firestone Capital Management	51.80K	Jun 30, 26	+11.46K	0.04%
Security Financial Services, INC.	51.35K	Jun 30, 26	+13.74K	0.04%
BNP PARIBAS ARBITRAGE, SNC	51.31K	Jun 30, 26	+51.28K	0.04%
Dynamic Advisor Solutions LLC	51.06K	Jun 30, 26	-2.64K	0.04%
Causey Wealth LLC	50.98K	Jun 30, 26	+15.39K	0.04%
MORGAN STANLEY	50.73K	Jun 30, 26	+20.81K	0.04%
IHT Wealth Management, LLC	50.36K	Jun 30, 26	+2.04K	0.04%
Kestra Advisory Services, LLC	50.34K	Jun 30, 26	+10.07K	0.04%
AdvisorNet Financial, Inc	50.02K	Jun 30, 26	-4.70K	0.04%
Summit Place Financial Advisors, LLC	49.50K	Jun 30, 26	+24.70K	0.04%
Beacon Pointe Advisors, LLC	49.29K	Jun 30, 26	+19.36K	0.04%
ENCOMPASS WEALTH ADVISORS, LLC	48.82K	Jun 30, 26	+4.91K	0.03%
Canvas Wealth Advisors, LLC	47.08K	Jun 30, 26	-24.26K	0.03%
Macro Advisors, Inc.	46.84K	Jun 30, 26	--	0.03%
Financial Solutions Advisory Group, Inc.	46.73K	Jun 30, 26	+3.80K	0.03%
Sargent Investment Group, LLC	46.51K	Jun 30, 26	-7.78K	0.03%
Sound Portfolio Advisors, LLC	46.06K	Jun 30, 26	+30.63K	0.03%
Focus Financial Network, Inc.	46.04K	Jun 30, 26	+109	0.03%
Summit Wealth Partners, LLC	46.00K	Jun 30, 26	+201	0.03%
Sunburst Financial Group, LLC	45.98K	Jun 30, 26	-826	0.03%
CASTLEKEEP INVESTMENT ADVISORS LLC	45.62K	Jun 30, 26	-3.11K	0.03%
Modern Wealth Management, LLC	45.41K	Jun 30, 26	-5.83K	0.03%
Walkner Condon Financial Advisors LLC	45.38K	Jun 30, 26	-3.55K	0.03%
FULTON BANK, N.A.	44.55K	Jun 30, 26	-5.94K	0.03%
Equitable Holdings, Inc.	43.98K	Jun 30, 26	+8.34K	0.03%
Cooper Financial Group	43.97K	Jun 30, 26	-7.68K	0.03%
Pinnacle Financial Partners, Inc.	43.82K	Jun 30, 26	+3.10K	0.03%
Second Line Capital, LLC	43.65K	Jun 30, 26	+146	0.03%
MISSION WEALTH MANAGEMENT, LP	43.36K	Jun 30, 26	+43.36K	0.03%
Merit Financial Group, LLC	43.19K	Jun 30, 26	-1.06K	0.03%
Goelzer Investment Management, Inc.	42.04K	Jun 30, 26	+12.11K	0.03%
PECAUT & CO.	41.78K	Jun 30, 26	-2.15K	0.03%
Three Bridge Wealth Advisors, LLC	41.62K	Jun 30, 26	+63	0.03%
BFSG, LLC	41.49K	Jun 30, 26	+1.99K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	41.01K	Jun 30, 26	-3.48K	0.03%
Creative Planning	40.23K	Jun 30, 26	+572	0.03%
Carter Financial, LLC	40.02K	Jun 30, 26	+507	0.03%
Tortoise Investment Management, LLC	40.00K	Jun 30, 26	-10.00K	0.03%
IAG Wealth Partners, LLC	39.63K	Jun 30, 26	+81	0.03%
Circle Wealth Management, LLC	39.46K	Jun 30, 26	--	0.03%
LexAurum Advisors, LLC	39.11K	Jun 30, 26	+670	0.03%
SNS Financial Group, LLC	38.64K	Jun 30, 26	+38.64K	0.03%
CITADEL ADVISORS LLC	38.54K	Jun 30, 26	-468.56K	0.03%
Janney Montgomery Scott LLC	38.46K	Jun 30, 26	+10.97K	0.03%
James J. Burns & Company, LLC	37.84K	Jun 30, 26	-4.42K	0.03%
CAHILL FINANCIAL ADVISORS INC	37.79K	Jun 30, 26	+7.12K	0.03%
FOUNDERS GROVE WEALTH PARTNERS, LLC	37.72K	Jun 30, 26	+9.15K	0.03%
ZWJ INVESTMENT COUNSEL INC	36.99K	Jun 30, 26	-45.64K	0.03%
Vise Technologies, Inc.	36.84K	Jun 30, 26	+8.95K	0.03%
HARBOUR INVESTMENT MANAGEMENT LLC	36.59K	Jun 30, 26	+5.29K	0.03%
Bolthouse Investments, LLC	36.45K	Jun 30, 26	--	0.03%
Garden State Investment Advisory Services LLC	36.37K	Jun 30, 26	+26.56K	0.03%
WealthBridge Capital Management, LLC	36.21K	Jun 30, 26	+1.08K	0.03%
Peterson Wealth Advisors, LLC	36.13K	Jun 30, 26	+12.14K	0.03%
Alpha Omega Wealth Management LLC	36.13K	Jun 30, 26	+724	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	35.93K	Jun 30, 26	+22.15K	0.03%
DAYMARK WEALTH PARTNERS, LLC	35.71K	Jun 30, 26	+4.22K	0.03%
MAI Capital Management	35.60K	Jun 30, 26	--	0.03%
Lakeridge Wealth Management LLC	35.53K	Jun 30, 26	+4.06K	0.03%
Global Retirement Partners, LLC	35.15K	Jun 30, 26	+35.15K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	35.09K	Jun 30, 26	-9.82K	0.03%
Tennessee Valley Asset Management Partners	35.04K	Jun 30, 26	+111	0.03%
Kooman & Associates	35.03K	Jun 30, 26	+457	0.03%
Bramshill Investments, LLC	34.85K	Jun 30, 26	--	0.02%
MGO ONE SEVEN LLC	34.06K	Jun 30, 26	+22.66K	0.02%
Galvin, Gaustad & Stein, LLC	34.02K	Jun 30, 26	+7.08K	0.02%
Shum Financial Group, Inc.	33.99K	Jun 30, 26	+17.14K	0.02%
Narus Financial Partners, LLC	33.97K	Jun 30, 26	-1.00K	0.02%
Steel Peak Wealth Management LLC	33.82K	Jun 30, 26	-5.18K	0.02%
Aprio Wealth Management, LLC	33.80K	Jun 30, 26	-5.80K	0.02%
Jacobi Capital Management LLC	33.78K	Jun 30, 26	+875	0.02%
Perennial Investment Advisors, LLC	32.78K	Jun 30, 26	-183	0.02%
Vestmark Advisory Solutions, Inc.	32.06K	Jun 30, 26	+8.20K	0.02%
Steward Partners Investment Advisory, LLC	31.86K	Jun 30, 26	-2.26K	0.02%
Paradigm, Strategies in Wealth Management, LLC	31.65K	Jun 30, 26	+6.48K	0.02%
1900 WEALTH MANAGEMENT LLC	31.54K	Jun 30, 26	--	0.02%
Concurrent Investment Advisors, LLC	31.45K	Jun 30, 26	+647	0.02%
BayBridge Capital Group, LLC	31.11K	Jun 30, 26	--	0.02%
Vawter Financial, Ltd.	30.94K	Jun 30, 26	-6.07K	0.02%
Boulder Wealth Advisors, LLC	30.53K	Jun 30, 26	-162.00K	0.02%
Baker Ellis Asset Management LLC	29.80K	Jun 30, 26	--	0.02%
BCGM Wealth Management, LLC	29.53K	Jun 30, 26	-44.88K	0.02%
Compass Financial Group, Inc.	29.52K	Jun 30, 26	-313	0.02%
Skyline Advisors, Inc.	29.49K	Jun 30, 26	-12.41K	0.02%
Roehl & Yi Investment Advisors, LLC	29.36K	Jun 30, 26	+44	0.02%
USAdvisors Wealth Management, LLC	29.35K	Jun 30, 26	-662	0.02%
Strategic Wealth Advisors LLC	28.99K	Jun 30, 26	-295	0.02%
Kathmere Capital Management, LLC	28.98K	Jun 30, 26	-1.35K	0.02%
VISTA INVESTMENT MANAGEMENT	28.97K	Jun 30, 26	+3.75K	0.02%
Princeton Global Asset Management LLC	28.04K	Jun 30, 26	--	0.02%
URS Advisory LLC	28.02K	Jun 30, 26	+6.34K	0.02%
Mount Yale Investment Advisors, LLC	27.76K	Jun 30, 26	+2.90K	0.02%
AQR CAPITAL MANAGEMENT LLC	27.69K	Jun 30, 26	-857	0.02%
Impact Capital Partners LLC	27.64K	Jun 30, 26	+21.02K	0.02%
Aries Wealth Management	27.36K	Jun 30, 26	-4.12K	0.02%
Savant Capital, LLC	27.02K	Jun 30, 26	+2.54K	0.02%
Sentinus, LLC	26.80K	Jun 30, 26	--	0.02%
Waverly Advisors, LLC	26.70K	Jun 30, 26	+2.53K	0.02%
HARBOUR INVESTMENTS, INC.	26.39K	Jun 30, 26	-933	0.02%
Essex Savings Bank	26.10K	Jun 30, 26	+3.84K	0.02%
Paladin Advisory Group, LLC	25.96K	Jun 30, 26	-558	0.02%
Bison Wealth, LLC	25.76K	Jun 30, 26	+18.29K	0.02%
Gateway Wealth Partners, LLC	25.62K	Jun 30, 26	-27.10K	0.02%
FAS Wealth Partners, Inc.	25.48K	Jun 30, 26	+7.27K	0.02%
NewSquare Capital LLC	25.38K	Jun 30, 26	+593	0.02%
Venturi Wealth Management, LLC	24.77K	Jun 30, 26	+1.77K	0.02%
Core Wealth Advisors, Inc.	24.74K	Jun 30, 26	--	0.02%
Capstone Financial Advisors, Inc.	24.45K	Jun 30, 26	+13.74K	0.02%
Resources Investment Advisors, LLC.	24.36K	Jun 30, 26	-5.73K	0.02%
SAGE FINANCIAL GROUP INC	24.28K	Jun 30, 26	-1.77K	0.02%
KM Capital Management Ltd.	24.09K	Jun 30, 26	-674	0.02%
Soltis Investment Advisors LLC	23.55K	Jun 30, 26	+5.20K	0.02%
WEBSTER BANK, N. A.	23.47K	Jun 30, 26	+5.17K	0.02%
Philip James Wealth Mangement, LLC	23.30K	Jun 30, 26	-766	0.02%
Apollon Wealth Management, LLC	23.01K	Jun 30, 26	-2.98K	0.02%
PFW Advisors LLC	22.92K	Jun 30, 26	+6.96K	0.02%
Bristlecone Value Partners, LLC	22.80K	Jun 30, 26	-80	0.02%
Investment Advisory Services Group LLC	22.77K	Jun 30, 26	+5.20K	0.02%
Argo Wealth Advisory, LLC	22.75K	Jun 30, 26	+540	0.02%
Sandy Cove Advisors, LLC	22.72K	Jun 30, 26	-3.09K	0.02%
United Advisor Group, LLC	22.64K	Jun 30, 26	-298	0.02%
Mattson Financial Services, LLC	22.18K	Jun 30, 26	+7.54K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	21.89K	Jun 30, 26	+17.41K	0.02%
PRIVATE TRUST CO NA	21.89K	Jun 30, 26	-510	0.02%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	21.46K	Jun 30, 26	-2.25K	0.02%
Allen Capital Group, LLC	21.36K	Jun 30, 26	-2.54K	0.02%
Clear Point Advisors Inc.	21.02K	Jun 30, 26	+21.02K	0.02%
Directional Asset Management	20.80K	Jun 30, 26	+1.92K	0.01%
IFG Advisory, LLC	20.61K	Jun 30, 26	+20.61K	0.01%
Miracle Mile Advisors, LLC	20.54K	Jun 30, 26	+20.54K	0.01%
Marion Wealth Management	20.33K	Jun 30, 26	+3.62K	0.01%
THOMPSON DAVIS & CO., INC.	20.30K	Jun 30, 26	--	0.01%
Belpointe Asset Management LLC	20.20K	Jun 30, 26	+6.97K	0.01%
OLIO Financial Planning	20.17K	Jun 30, 26	+666	0.01%
Entelevest, LLC	20.10K	Jun 30, 26	+3.62K	0.01%
Tranquility Partners, LLC	20.05K	Jun 30, 26	--	0.01%
CAMBIENT FAMILY OFFICE, LLC	19.91K	Jun 30, 26	+19.91K	0.01%
Kuhn & Co Investment Counsel	19.84K	Jun 30, 26	+653	0.01%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	19.81K	Jun 30, 26	+19.81K	0.01%
Paladin Wealth, LLC	19.73K	Jun 30, 26	+4.10K	0.01%
Collaborative Wealth Managment Inc.	19.70K	Jun 30, 26	+1.25K	0.01%
MONEY CONCEPTS CAPITAL CORP	19.63K	Jun 30, 26	+19.63K	0.01%
BROWN ADVISORY INC	19.61K	Jun 30, 26	+19.61K	0.01%
Rooted Wealth Advisors, Inc.	19.32K	Jun 30, 26	--	0.01%
Ritter Daniher Financial Advisory LLC / DE	19.32K	Jun 30, 26	+8	0.01%
JNBA Financial Advisors	18.91K	Jun 30, 26	--	0.01%
KWMG, LLC	18.84K	Jun 30, 26	-1.42K	0.01%
ADAMSBROWN WEALTH CONSULTANTS LLC	18.74K	Jun 30, 26	-11.42K	0.01%
Cypress Capital Group	18.59K	Jun 30, 26	+14.59K	0.01%
TCG Advisory Services, LLC	18.30K	Jun 30, 26	+18.30K	0.01%
FIRST MANHATTAN CO. LLC.	18.20K	Jun 30, 26	+680	0.01%
Carnegie Capital Asset Management, LLC	17.30K	Jun 30, 26	+6.71K	0.01%
Valmark Advisers, Inc.	17.15K	Jun 30, 26	-10.10K	0.01%
UNIQUE WEALTH, LLC	17.11K	Jun 30, 26	+8.65K	0.01%
Gladstone Institutional Advisory LLC	17.01K	Jun 30, 26	+9.32K	0.01%
Intergy Private Wealth, LLC	16.90K	Jun 30, 26	-329	0.01%
WOODMONT INVESTMENT COUNSEL LLC	16.86K	Jun 30, 26	-2.06K	0.01%
Cyndeo Wealth Partners, LLC	16.61K	Jun 30, 26	-134	0.01%
BHK Investment Advisors, LLC	16.00K	Jun 30, 26	--	0.01%
Nuveen, LLC	15.82K	Jun 30, 26	+15.82K	0.01%
BOSTON FAMILY OFFICE LLC	15.67K	Jun 30, 26	-491	0.01%
TENET WEALTH PARTNERS, LLC	15.56K	Jun 30, 26	+15.56K	0.01%
Quadcap Wealth Management, LLC	15.54K	Jun 30, 26	-159	0.01%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	15.44K	Jun 30, 26	--	0.01%
Klingman & Associates, LLC	15.29K	Jun 30, 26	-106.48K	0.01%
Presidio Capital Management, LLC	15.26K	Jun 30, 26	+930	0.01%
Madrid Wealth Management, LLC	15.24K	Jun 30, 26	+700	0.01%
Kingsview Wealth Management, LLC	15.20K	Jun 30, 26	+4.81K	0.01%
Mallini Complete Financial Planning LLC	15.09K	Jun 30, 26	+97	0.01%
Ruggaard & Associates LLC	14.87K	Jun 30, 26	+2.00K	0.01%
Oasis Advisors, LLC	14.83K	Jun 30, 26	-1.36M	0.01%
MCDONALD PARTNERS LLC	14.60K	Jun 30, 26	--	0.01%
Copper Harbor Investment Advisors, LLC	14.46K	Jun 30, 26	+14.46K	0.01%
Eagle Bluffs Wealth Management LLC	14.44K	Jun 30, 26	-1.21K	0.01%
FIFTH THIRD BANCORP	14.44K	Jun 30, 26	+424	0.01%
LaSalle St. Investment Advisors, LLC	14.35K	Jun 30, 26	+2.68K	0.01%
COZAD ASSET MANAGEMENT INC	14.18K	Jun 30, 26	+1.97K	0.01%
Indivisible Partners	14.16K	Jun 30, 26	-647	0.01%
Fourth Dimension Wealth, LLC	14.08K	Jun 30, 26	-2.14K	0.01%
QUANTIFY CHAOS ADVISORS, LLC	13.73K	Jun 30, 26	+7.92K	0.01%
One Capital Management, LLC	13.59K	Jun 30, 26	--	0.01%
Brinker Capital Investments, LLC	13.46K	Jun 30, 26	-16.01K	0.01%
PRINCIPAL SECURITIES, INC.	13.28K	Jun 30, 26	+871	0.01%
Argent Advisors, Inc.	13.20K	Jun 30, 26	-3.77K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13.18K	Jun 30, 26	-167	0.01%
Acropolis Investment Management, LLC	13.15K	Jun 30, 26	--	0.01%
XY Planning Network, Inc.	12.93K	Jun 30, 26	+12.93K	0.01%
Curran Financial Partners, LLC	12.86K	Jun 30, 26	+5.63K	0.01%
FORVIS Wealth Advisors, LLC	12.83K	Jun 30, 26	-2.06K	0.01%
Souders Financial Advisors	12.28K	Jun 30, 26	-562	0.01%
Dakota Wealth Management	12.24K	Jun 30, 26	--	0.01%
San Luis Wealth Advisors LLC	12.22K	Jun 30, 26	-22.10K	0.01%
MEMBERS WEALTH LLC	12.22K	Jun 30, 26	+2.40K	0.01%
Occidental Asset Management, LLC	12.17K	Jun 30, 26	+2.52K	0.01%
Old Port Advisors	12.06K	Jun 30, 26	-968	0.01%
GENESIS PRIVATE WEALTH, LLC	12.05K	Jun 30, 26	-48	0.01%
Strategic Blueprint, LLC	11.91K	Jun 30, 26	-2.29K	0.01%
Meridian Financial, LLC	11.90K	Jun 30, 26	+3.08K	0.01%
ADELL HARRIMAN & CARPENTER INC	11.75K	Jun 30, 26	--	0.01%
ProCore Advisors, LLC	11.70K	Jun 30, 26	--	0.01%
Ariadne Wealth Management, LP	11.63K	Jun 30, 26	-9.44K	0.01%
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	11.45K	Jun 30, 26	--	0.01%
Centurion Wealth Management LLC	11.35K	Jun 30, 26	--	0.01%
Claro Advisors LLC	11.33K	Jun 30, 26	-536	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	11.22K	Jun 30, 26	+2.18K	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	11.19K	Jun 30, 26	+300	0.01%
Apella Capital, LLC	11.15K	Jun 30, 26	+73	0.01%
BLAIR WILLIAM & CO/IL	11.05K	Jun 30, 26	+1.14K	0.01%
Family Office Research LLC	10.98K	Jun 30, 26	+70	0.01%
Aletheian Wealth Advisors LLC	10.90K	Jun 30, 26	+168	0.01%
Gradient Capital Advisors, LLC	10.86K	Jun 30, 26	+739	0.01%
Brown Financial Advisors	10.85K	Jun 30, 26	+1.77K	0.01%
BlackDiamond Wealth Management Inc.	10.81K	Jun 30, 26	+44	0.01%
IMZ Advisory Inc	10.73K	Jun 30, 26	-67.66K	0.01%
Syntegra Private Wealth Group, LLC	10.67K	Jun 30, 26	-137.29K	0.01%
Redmond Asset Management, LLC	10.60K	Jun 30, 26	--	0.01%
Tempo Wealth, LLC	10.53K	Jun 30, 26	+10.53K	0.01%
Oakwell Private Wealth Management, LLC	10.51K	Jun 30, 26	--	0.01%
Hartford Financial Management Inc.	10.41K	Jun 30, 26	-24	0.01%
THRYVE WEALTH MANAGEMENT LLC	10.40K	Jun 30, 26	-1	0.01%
BENJAMIN EDWARDS INC	10.34K	Jun 30, 26	+345	0.01%
Verdence Capital Advisors LLC	10.25K	Jun 30, 26	--	0.01%
Key FInancial Inc	10.21K	Jun 30, 26	-3.98K	0.01%
Pallas Capital Advisors LLC	9.97K	Jun 30, 26	-34	0.01%
Commonwealth Financial Services, LLC	9.95K	Jun 30, 26	-4.87K	0.01%
STAR Financial Bank	9.86K	Jun 30, 26	+9.86K	0.01%
ENTREWEALTH, LLC	9.85K	Jun 30, 26	+73	0.01%
Petix & Botte Co	9.81K	Jun 30, 26	+9.81K	0.01%
Rossby Financial, LCC	9.70K	Jun 30, 26	+767	0.01%
AVAII WEALTH MANAGEMENT, LLC	9.69K	Jun 30, 26	-200	0.01%
Keating Financial Advisory Services, Inc.	9.60K	Jun 30, 26	+839	0.01%
Brookwood Investment Group LLC	9.55K	Jun 30, 26	+1.21K	0.01%
WNY Asset Management, LLC	9.48K	Jun 30, 26	--	0.01%
Johnson Bixby & Associates, LLC	9.45K	Jun 30, 26	-949	0.01%
Ellis Investment Partners, LLC	9.13K	Jun 30, 26	+59	0.01%
LiftPoint Family Wealth Advisors LLC	9.03K	Jun 30, 26	+4.91K	0.01%
SILVER OAK SECURITIES, INCORPORATED	8.99K	Jun 30, 26	-13.89K	0.01%
Prospera Financial Services Inc	8.96K	Jun 30, 26	-31.47K	0.01%
C M BIDWELL & ASSOCIATES LTD	8.87K	Jun 30, 26	--	0.01%
PEAK FINANCIAL ADVISORS LLC	8.82K	Jun 30, 26	+4.30K	0.01%
Confluence Wealth Services, Inc.	8.80K	Jun 30, 26	--	0.01%
Curbstone Financial Management Corp	8.80K	Jun 30, 26	--	0.01%
Csenge Advisory Group	8.79K	Jun 30, 26	+1	0.01%
Sincerus Advisory, LLC	8.76K	Jun 30, 26	+132	0.01%
Tradition Wealth Management, LLC	8.60K	Jun 30, 26	-950	0.01%
NOVEM GROUP	8.60K	Jun 30, 26	-511	0.01%
Amplius Wealth Advisors, LLC	8.37K	Jun 30, 26	+1.89K	0.01%
Adviser Investments LLC	8.11K	Jun 30, 26	--	0.01%
Shore Point Advisors, LLC	8.10K	Jun 30, 26	-1.55K	0.01%
LIFELONG WEALTH ADVISORS, INC.	8.07K	Jun 30, 26	-5.15K	0.01%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	8.06K	Jun 30, 26	+650	0.01%
M Wealth Management, LLC	7.86K	Jun 30, 26	+51	0.01%
Procyon Advisors, LLC	7.86K	Jun 30, 26	--	0.01%
Investor's Fiduciary Advisor Network, LLC	7.83K	Jun 30, 26	-1.31K	0.01%
MASSMUTUAL TRUST CO FSB/ADV	7.82K	Jun 30, 26	-192	0.01%
Argent Trust Co	7.79K	Jun 30, 26	+408	0.01%
SONATA CAPITAL GROUP INC	7.79K	Jun 30, 26	--	0.01%
GRIMES & COMPANY, INC.	7.69K	Jun 30, 26	-210	0.01%
1015 Capital Partners, LLC	7.68K	Jun 30, 26	--	0.01%
Arkadios Wealth Advisors	7.53K	Jun 30, 26	+1.57K	0.01%
Total Clarity Wealth Management, Inc.	7.51K	Jun 30, 26	+772	0.01%
Colonial River Wealth Management, LLC	7.49K	Jun 30, 26	+2.36K	0.01%
UMB Bank, n.a.	7.49K	Jun 30, 26	--	0.01%
Midwestern Financial, LLC /IA	7.46K	Jun 30, 26	+48	0.01%
WealthCare Investment Partners, LLC	7.21K	Jun 30, 26	-3	0.01%
STEPHENS INC /AR/	7.15K	Jun 30, 26	--	0.01%
Stonebrook Private Inc.	7.13K	Jun 30, 26	+7.13K	0.01%
VERUS CAPITAL PARTNERS, LLC	7.11K	Jun 30, 26	-7.94K	0.01%
Tidemark, LLC	7.06K	Jun 30, 26	+7.06K	0.01%
Capital Advisors, Ltd. LLC	6.95K	Jun 30, 26	--	0.00%
Archford Capital Strategies, LLC	6.89K	Jun 30, 26	-8	0.00%
MCF Advisors LLC	6.89K	Jun 30, 26	+3.12K	0.00%
FIRST FOUNDATION ADVISORS	6.77K	Jun 30, 26	-43	0.00%
CAP Partners, LLC	6.77K	Jun 30, 26	-71	0.00%
Chokshi & Queen Wealth Advisors, Inc	6.75K	Jun 30, 26	--	0.00%
FLAGSTAR ADVISORS INC.	6.73K	Jun 30, 26	+43	0.00%
Schwallier Wealth Management LLC	6.61K	Jun 30, 26	-937	0.00%
SageView Advisory Group, LLC	6.57K	Jun 30, 26	--	0.00%
Tortuga Wealth Management, Inc	6.55K	Jun 30, 26	-485	0.00%
Fullerton Advisors, LLC	6.52K	Jun 30, 26	-19	0.00%
Triumph Capital Management	6.51K	Jun 30, 26	+980	0.00%
Lifestyle Asset Management, Inc.	6.44K	Jun 30, 26	--	0.00%
VisionPoint Advisory Group, LLC	6.41K	Jun 30, 26	--	0.00%
HUTCHINSON CAPITAL MANAGEMENT/CA	6.40K	Jun 30, 26	--	0.00%
CAHABA WEALTH MANAGEMENT, INC.	6.31K	Jun 30, 26	+333	0.00%
GILL CAPITAL PARTNERS, LLC	6.28K	Jun 30, 26	--	0.00%
Gerald Baker Financial Group LLC	6.27K	Jun 30, 26	+431	0.00%
J.W. COLE ADVISORS, INC.	6.14K	Jun 30, 26	+24	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6.13K	Jun 30, 26	--	0.00%
Ballentine Partners, LLC	6.11K	Jun 30, 26	-665	0.00%
YARGER WEALTH STRATEGIES, LLC	6.06K	Jun 30, 26	-3.11K	0.00%
Global Trust Asset Management, LLC	6.05K	Jun 30, 26	-300	0.00%
Town Capital LLC	6.02K	Jun 30, 26	-3.00K	0.00%
SHAYNE & CO., LLC	6.00K	Jun 30, 26	--	0.00%
Rothschild Capital Partners, LLC	5.98K	Jun 30, 26	--	0.00%
Horizon Family Wealth, Inc.	5.97K	Jun 30, 26	+928	0.00%
Private Wealth Group, LLC	5.97K	Jun 30, 26	+428	0.00%
Choice Wealth Advisors, LLC	5.90K	Jun 30, 26	--	0.00%
Lineweaver Wealth Advisors, LLC	5.89K	Jun 30, 26	+30	0.00%
Segment Wealth Management, LLC	5.87K	Jun 30, 26	-38.98K	0.00%
Mason & Associates Inc	5.83K	Jun 30, 26	+772	0.00%
OLD MISSION CAPITAL LLC	5.76K	Jun 30, 26	+5.76K	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.67K	Jun 30, 26	--	0.00%
Aurdan Capital Management, LLC	5.62K	Jun 30, 26	+5.62K	0.00%
SYKON CAPITAL LLC	5.50K	Jun 30, 26	+1.00K	0.00%
Beverly Hills Private Wealth, LLC	5.50K	Jun 30, 26	-7.28K	0.00%
Higgins & Schmidt Wealth Strategies LLC	5.43K	Jun 30, 26	-37.41K	0.00%
Aspen Wealth Strategies, LLC	5.40K	Jun 30, 26	-7.50K	0.00%
CreativeOne Wealth, LLC	5.39K	Jun 30, 26	-4.74K	0.00%
Sunflower Bank, N.A.	5.31K	Jun 30, 26	-10.25K	0.00%
MCIA Inc	5.28K	Jun 30, 26	+1.29K	0.00%
Western Wealth Management, LLC	5.25K	Jun 30, 26	-1.12K	0.00%
FIDUCIARY FINANCIAL ADVISORS	5.15K	Jun 30, 26	+5.15K	0.00%
Newman Dignan & Sheerar, Inc.	5.10K	Jun 30, 26	+33	0.00%
SENTINEL TRUST CO LBA	5.10K	Jun 30, 26	-3.93K	0.00%
CWC Advisors, LLC.	5.04K	Jun 30, 26	+5.04K	0.00%
Thoma Capital Management LLC	5.01K	Jun 30, 26	+5.01K	0.00%
New Capital Management LP	5.00K	Jun 30, 26	--	0.00%
Keudell/Morrison Wealth Management	4.93K	Jun 30, 26	+730	0.00%
Herold Advisors, Inc.	4.80K	Jun 30, 26	--	0.00%
Harbor Group, Inc.	4.77K	Jun 30, 26	+31	0.00%
Stratos Wealth Advisors, LLC	4.74K	Jun 30, 26	+117	0.00%
Zhang Financial LLC	4.71K	Jun 30, 26	+4.71K	0.00%
RMB Capital Management, LLC	4.71K	Jun 30, 26	--	0.00%
Arbor Investment Advisors, LLC	4.70K	Jun 30, 26	--	0.00%
TITLEIST ASSET MANAGEMENT, LLC	4.63K	Jun 30, 26	-54	0.00%
Centerline Wealth Advisors, LLC	4.49K	Jun 30, 26	-1.85K	0.00%
Eqis Capital Management, Inc.	4.46K	Jun 30, 26	+8	0.00%
CVA Family Office, LLC	4.44K	Jun 30, 26	+1.58K	0.00%
Roberts Wealth Advisors, LLC	4.41K	Jun 30, 26	+4.41K	0.00%
SpringVest Wealth Management LLC	4.40K	Jun 30, 26	+4.40K	0.00%
Semus Wealth Partners LLC	4.36K	Jun 30, 26	+28	0.00%
NewEdge Wealth, LLC	4.36K	Jun 30, 26	-844	0.00%
Symphony Financial, Ltd. Co.	4.32K	Jun 30, 26	+4.32K	0.00%
Westfuller Advisors, LLC	4.21K	Jun 30, 26	+4.21K	0.00%
Allegheny Financial Group LTD	4.19K	Jun 30, 26	+4.19K	0.00%
Smartleaf Asset Management LLC	4.19K	Jun 30, 26	--	0.00%
Integrated Advisors Network LLC	4.15K	Jun 30, 26	+4.15K	0.00%
Asio Capital, LLC	4.10K	Jun 30, 26	+4.10K	0.00%
SAX WEALTH ADVISORS, LLC	4.09K	Jun 30, 26	+4.09K	0.00%
AE Wealth Management LLC	4.02K	Jun 30, 26	-636	0.00%
Saiph Capital, LLC	4.00K	Jun 30, 26	-500	0.00%
WEST PACES ADVISORS INC.	3.94K	Jun 30, 26	+295	0.00%
Chicago Partners Investment Group LLC	3.94K	Jun 30, 26	-550	0.00%
Dogwood Wealth Management LLC	3.85K	Jun 30, 26	-400	0.00%
Transce3nd, LLC	3.72K	Jun 30, 26	-26	0.00%
Hills Bank & Trust Co	3.57K	Jun 30, 26	--	0.00%
NBH Bank	3.26K	Jun 30, 26	+3.26K	0.00%
Birchwood Financial Partners, Inc.	2.96K	Jun 30, 26	+19	0.00%
ZRC WEALTH MANAGEMENT, LLC	2.79K	Jun 30, 26	--	0.00%
GGM Financials LLC	2.60K	Jun 30, 26	+17	0.00%
Millstone Evans Group, LLC	2.60K	Jun 30, 26	--	0.00%
Colonial Trust Advisors	2.46K	Jun 30, 26	+15	0.00%
Cornerstone Financial Management LLC	2.45K	Jun 30, 26	--	0.00%
Longview Financial Advisors LLC	1.98K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS FINANCIAL LLC	1.97K	Jun 30, 26	+1.97K	0.00%
MONTAG A & ASSOCIATES INC	1.82K	Jun 30, 26	-6.80K	0.00%
Park Place Capital Corp	1.75K	Jun 30, 26	-22	0.00%
EPG Wealth Management LLC	1.69K	Jun 30, 26	+10	0.00%
Clark Wealth Partners	1.65K	Jun 30, 26	+11	0.00%
Godfrey Financial Associates, Inc.	1.39K	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	1.37K	Jun 30, 26	+1.37K	0.00%
GAMMA Investing LLC	1.16K	Jun 30, 26	--	0.00%
US BANCORP \DE\	1.15K	Jun 30, 26	--	0.00%
Financial Perspectives, Inc	833	Jun 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	701	Jun 30, 26	--	0.00%
Essential Investment Partners LLC	700	Jun 30, 26	--	0.00%
Midway Capital Research & Management	688	Jun 30, 26	+688	0.00%
Rice Partnership, LLC	681	Jun 30, 26	-263	0.00%
Financial Network Wealth Advisors LLC	673	Jun 30, 26	-196	0.00%
Cornerstone Planning Group LLC	632	Jun 30, 26	-155	0.00%
1620 INVESTMENT ADVISORS, INC.	489	Jun 30, 26	-1.14K	0.00%
Atlantic Union Bankshares Corp	475	Jun 30, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	440	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	365	Jun 30, 26	--	0.00%
Allworth Financial LP	298	Jun 30, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	227	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	188	Jun 30, 26	-314	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8	Jun 30, 26	-1	0.00%
Strategic Financial Concepts, LLC	--	Jun 30, 26	-4.84K	--
BANK OF MONTREAL /CAN/	--	Jun 30, 26	-26	--
NORTHERN TRUST CORP	--	Jun 30, 26	-4.02K	--
IFC Advisors LLC	--	Jun 30, 26	-10.00K	--
LAVELLE CAPITAL LP	--	Jun 30, 26	-78.48K	--
Independent Advisor Alliance	--	Jun 30, 26	-109.10K	--
49 WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-20.63K	--
Golden State Equity Partners	--	Jun 30, 26	-8.08K	--
Medallion Wealth Advisors, LLC	--	Jun 30, 26	-1.03K	--
Pathway Financial Advisors LLC	--	Jun 30, 26	-3.97K	--
RIVER'S EDGE WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-4.42K	--
PFG Advisors	--	Jun 30, 26	-4.74K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-27.64K	--
Worth Asset Management, LLC	--	Jun 30, 26	-16.14K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-7.14K	--
Insight Advisors, LLC/ PA	--	Jun 30, 26	-32.44K	--
First Citizens Financial Corp	--	Jun 30, 26	-4.27K	--
Guardian Asset Advisors, LLC	--	Jun 30, 26	-4.49K	--
ZACKS INVESTMENT MANAGEMENT	--	Jun 30, 26	-5.71K	--
Mills Wealth Advisors LLC	--	Jun 30, 26	-35.70K	--
Westmount Partners, LLC	--	Jun 30, 26	-9.90K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-244	--
VOISARD ASSET MANAGEMENT GROUP, INC.	--	Jun 30, 26	-4.03K	--
SFG Wealth Management, LLC.	--	Jun 30, 26	-8.61K	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Jun 30, 26	-5.03K	--
1ST SOURCE BANK	--	Jun 30, 26	-20.00K	--
Weaver Consulting Group	--	Jun 30, 26	-4.65K	--
CWM, LLC	781.69K	Mar 31, 26	+428.18K	0.56%
SIGNET FINANCIAL MANAGEMENT, LLC	70.56K	Mar 31, 26	+1.89K	0.05%
Sandbox Financial Partners, LLC	61.10K	Mar 31, 26	+2.53K	0.04%
U.S. Capital Wealth Advisors, LLC	55.13K	Mar 31, 26	-23.26K	0.04%
Sunbelt Securities, Inc.	40.23K	Mar 31, 26	+34	0.03%
Skopos Labs, Inc.	5.45K	Mar 31, 26	+5.45K	0.00%
Bank of Jackson Hole Trust	3.26K	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	1.15K	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	--	Mar 31, 26	-270	--
SOL Capital Management CO	--	Mar 31, 26	-119.86K	--
Stark Wealth Management LLC	19.50K	Dec 31, 25	+19.50K	0.01%
COMERICA BANK	14.77K	Dec 31, 25	+373	0.01%
ORG Partners LLC	9.76K	Dec 31, 25	+1.15K	0.01%
AIFG Consultants Ltd.	6.67K	Dec 31, 25	+6.67K	0.00%
CIBC Private Wealth Group, LLC	239	Dec 31, 25	+239	0.00%
GPS Wealth Strategies Group, LLC	153	Dec 31, 25	-49.48K	0.00%
McCarthy & Cox	--	Dec 31, 25	-9.32K	--
Sterling Financial Group, Inc.	57.29K	Sep 30, 25	-9.85K	0.04%
Bristlecone Advisors, LLC	45.42K	Sep 30, 25	+2.32K	0.03%
SYNOVUS FINANCIAL CORP	43.80K	Sep 30, 25	-465	0.03%
Kathleen S. Wright Associates Inc.	40.64K	Sep 30, 25	-776	0.03%
Strive Asset Management, LLC	27.60K	Sep 30, 25	+4.76K	0.02%
Masso Torrence Wealth Management Inc.	17.82K	Sep 30, 25	+625	0.01%
IMS Capital Management	5.33K	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-20.63K	--
Smith Anglin Financial, LLC	44.72K	Jun 30, 25	-63.76K	0.03%
AVANTAX ADVISORY SERVICES, INC.	23.48K	Jun 30, 25	-30.93K	0.02%
Priebe Wealth Holdings LLC	20.95K	Jun 30, 25	+11.57K	0.01%
Martin Worley Group	17.90K	Jun 30, 25	+435	0.01%
Tyler-Stone Wealth Management	12.97K	Jun 30, 25	+1.14K	0.01%
Atria Wealth Solutions, Inc.	8.37K	Jun 30, 25	-884	0.01%
Benchmark Wealth Management, LLC	6.80K	Jun 30, 25	+6.80K	0.00%
Blue Oak Capital, LLC	5.45K	Jun 30, 25	+237	0.00%
Legacy Investment Solutions, LLC	504	Jun 30, 25	+504	0.00%
Good Life Advisors, LLC	--	Jun 30, 25	-7.54K	--
Orion Portfolio Solutions, LLC	135.98K	Mar 31, 25	-6.92K	0.10%
Transform Wealth, LLC	108.10K	Mar 31, 25	-203.76K	0.08%
Callan Capital, LLC	42.92K	Mar 31, 25	-1.16K	0.03%
Monterey Private Wealth, Inc.	5.07K	Mar 31, 25	+949	0.00%
Sandy Spring Bank	834	Mar 31, 25	-291	0.00%
GG Group Ventures, LLC	8.59K	Dec 31, 24	-291	0.01%
HTLF Bank	8.16K	Dec 31, 24	--	0.01%
PRIVATE CAPITAL MANAGEMENT LLC	2.36K	Dec 31, 24	+500	0.00%
WR Wealth Planners, LLC	1.11K	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	169.82K	Sep 30, 24	-17.35K	0.12%
Raymond James Financial Services Advisors, Inc.	116.21K	Sep 30, 24	+18.87K	0.08%
FinTrust Capital Advisors, LLC	38.54K	Sep 30, 24	+17.35K	0.03%
RAYMOND JAMES TRUST N.A.	9.09K	Sep 30, 24	+1.44K	0.01%
Levy Wealth Management Group, LLC	132.11K	Jun 30, 24	-8.53K	0.09%
Abbrea Capital, LLC	11.66K	Jun 30, 24	-6.50K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	9.08K	Jun 30, 24	+844	0.01%
ICA Group Wealth Management, LLC	300	Jun 30, 24	+300	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	--	Jun 30, 24	-2.03K	--
Atlas Private Wealth Management	168.21K	Mar 31, 24	+6.15K	0.12%
Cetera Advisor Networks LLC	62.88K	Mar 31, 24	-2.30K	0.05%
Cetera Advisors LLC	33.95K	Mar 31, 24	+11.59K	0.02%
Starfox Financial Services, LLC	15.55K	Mar 31, 24	-644	0.01%
Financial Advisory Group	11.97K	Mar 31, 24	-10.25K	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	64.85K	Dec 31, 23	+64.85K	0.05%
Baystate Wealth Management LLC	47.41K	Dec 31, 23	+269	0.03%
Simplicity Solutions, LLC	6.98K	Dec 31, 23	--	0.00%
StrategIQ Financial Group, LLC	5.38K	Dec 31, 23	+590	0.00%
EisnerAmper Wealth Management Corporate Benefits, LLC	4.67K	Dec 31, 23	+4.67K	0.00%
Rainsberger Wealth Advisors, Inc.	4.61K	Dec 31, 23	-2.98K	0.00%
COLONY GROUP LLC	184.87K	Sep 30, 23	-5.21K	0.13%
3D/L Capital Management, LLC	47.93K	Sep 30, 23	-16.29K	0.03%
DUBUQUE BANK & TRUST CO	18.09K	Sep 30, 23	-8.59K	0.01%
ROPES WEALTH ADVISORS LLC	11.25K	Sep 30, 23	+296	0.01%
Daniels&Tansey,LLP	1.48K	Sep 30, 23	-28.19K	0.00%
Kistler-Tiffany Companies, LLC	82.20K	Jun 30, 23	-12.50K	0.06%
PFS INVESTMENTS INC.	81.97K	Jun 30, 23	-4.05K	0.06%
Barber Financial Group, Inc.	93.25K	Mar 31, 23	+557	0.07%
CAPRIN ASSET MANAGEMENT LLC /ADV	70.41K	Dec 31, 22	+70.33K	0.05%
Lehman & Derafelo Financial Resources LLC	51.33K	Dec 31, 22	-2.50K	0.04%
Laurel Wealth Advisors, Inc.	14.67K	Dec 31, 22	-64	0.01%
TITLEIST ASSET MANAGEMENT, LTD.	7.84K	Dec 31, 22	+1.85K	0.01%
CFO4Life, L.P.	5.98K	Dec 31, 22	+5.98K	0.00%
GOFEN & GLOSSBERG LLC /IL/	4.94K	Dec 31, 22	--	0.00%
Sargent Bickham Lagudis LLC	2.84K	Dec 31, 22	-11.74K	0.00%
DOWLING & YAHNKE LLC	707.86K	Sep 30, 22	+8.36K	0.51%
Covington Capital Management	414.22K	Sep 30, 22	-34.80K	0.30%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	13.78K	Sep 30, 22	+13.78K	0.01%
American Portfolios Advisors	1.48K	Sep 30, 22	+1.48K	0.00%
Spectrum Management Group, LLC	925	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	46	Sep 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	2.80K	Jun 30, 22	+2.80K	0.00%
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-9.23K	--
Corbenic Partners LLC	--	Jun 30, 22	-1.01M	--
PALLADIUM PARTNERS LLC	447.56K	Mar 31, 22	-652.53K	0.32%
Financial Planners of Cleveland, Inc.	105.13K	Mar 31, 22	+99.42K	0.08%
Permit Capital Advisors, LLC	54.27K	Mar 31, 22	+54.27K	0.04%
Winfield Associates, Inc.	33.50K	Mar 31, 22	+16.50K	0.02%
RITTER DANIHER FINANCIAL ADVISORY LLC	19.90K	Mar 31, 22	+2.00K	0.01%
Pineno Levin & Ford Asset Management, Inc.	8.54K	Dec 31, 21	+2.55K	0.01%
Homrich & Berg	1.89M	Sep 30, 21	+14.95K	1.35%
DERBY & COMPANY, INC	50.64K	Sep 30, 21	+15.70K	0.04%
PROFESSIONAL PLANNING	11.86K	Sep 30, 21	+3.58K	0.01%
Ameritas Investment Company, LLC	--	Sep 30, 21	-4.13K	--
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	4.01K	Jun 30, 21	--	0.00%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	20.39K	Dec 31, 20	+20.39K	0.01%
FCG ADVISORS, LLC	159.61K	Sep 30, 20	+17.79K	0.11%
3D ASSET MANAGEMENT, INC	142.28K	Sep 30, 20	+1.65K	0.10%
NORTHSTAR WEALTH PARTNERS LLC	4.90K	Sep 30, 20	+4.90K	0.00%
CAPITAL ONE, NATIONAL ASSOCIATION	23.84K	Dec 31, 19	+23.84K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	14.56K	Dec 31, 19	-2.83K	0.01%
Advisor Group, Inc.	14.18K	Dec 31, 19	+14.18K	0.01%
Shamrock Asset Management LLC	23.84K	Sep 30, 19	--	0.02%
Wealth & Pension Services Group, Inc.	16.28K	Sep 30, 19	-563	0.01%
Cypress Wealth Advisors LLC	5.89K	Mar 31, 19	--	0.00%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

4.62M

Jun 30, 26

+433.61K

3.31%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.83M

Jun 30, 26

-42.65K

2.74%

HB Wealth Management, LLC

3.27M

Jun 30, 26

+716.31K

2.34%

LPL Financial LLC

3.08M

Jun 30, 26

+160

2.20%

Resonant Capital Advisors, LLC

1.84M

Jun 30, 26

+122.72K

1.32%

WELLS FARGO & COMPANY/MN

1.58M

Jun 30, 26

+24.84K

1.13%

Bank of New York Mellon Corp

1.56M

Jun 30, 26

+300.79K

1.12%

FMR LLC

1.38M

Jun 30, 26

-1.60K

0.99%

Salomon & Ludwin, LLC

1.20M

Jun 30, 26

+12.12K

0.86%

JPMORGAN CHASE & CO

1.20M

Jun 30, 26

+214.17K

0.86%

BAILARD, INC.

1.15M

Jun 30, 26

+810.17K

0.82%

UBS Group AG

1.08M

Jun 30, 26

+45.33K

0.77%

RAYMOND JAMES FINANCIAL INC

960.46K

Jun 30, 26

+17.63K

0.69%

Integrated Wealth Concepts LLC

823.14K

Jun 30, 26

+210.06K

0.59%

AlphaCore Capital LLC

747.05K

Jun 30, 26

-22.31K

0.53%

WEATHERLY ASSET MANAGEMENT L. P.

727.45K

Jun 30, 26

+865

0.52%

ADVISOR GROUP HOLDINGS, INC.

716.86K

Jun 30, 26

-3.92K

0.51%

ROYAL BANK OF CANADA

710.26K

Jun 30, 26

+65.94K

0.51%

Bridgewater Advisors Inc.

678.80K

Jun 30, 26

+51.44K

0.49%

NorthRock Partners, LLC

662.85K

Jun 30, 26

-828.50K

0.47%

CI Private Wealth, LLC

630.08K

Jun 30, 26

-253.77K

0.45%

Mariner, LLC

614.23K

Jun 30, 26

-273.76K

0.44%

Cerity Partners LLC

604.68K

Jun 30, 26

-37.93K

0.43%

CWA Asset Management Group, LLC

601.09K

Jun 30, 26

+58.98K

0.43%

Sage Mountain Advisors LLC

556.51K

Jun 30, 26

+9.95K

0.40%

JONES FINANCIAL COMPANIES LLLP

543.10K

Jun 30, 26

+122.46K

0.39%

KEYBANK NATIONAL ASSOCIATION/OH

536.85K

Jun 30, 26

+1.06K

0.38%

Trust Co

532.29K

Jun 30, 26

+11.80K

0.38%

Colony Group, LLC

524.48K

Jun 30, 26

+70.67K

0.38%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

524.26K

Jun 30, 26

+130.42K

0.38%

HighTower Advisors, LLC

511.98K

Jun 30, 26

-20.34K

0.37%

FSM Wealth Advisors, LLC

508.80K

Jun 30, 26

+31.68K

0.36%

Rockefeller Capital Management L.P.

502.90K

Jun 30, 26

+173.17K

0.36%

Global Wealth Management, LLC

502.39K

Jun 30, 26

-20.31K

0.36%

FLPUTNAM INVESTMENT MANAGEMENT CO

494.70K

Jun 30, 26

-153.90K

0.35%

TFO-TDC, LLC

492.23K

Jun 30, 26

+34.29K

0.35%

FRANKLIN RESOURCES INC

480.53K

Jun 30, 26

+85.83K

0.34%

SouthState Corp

466.37K

Jun 30, 26

+139.12K

0.33%

Dynasty Wealth Management, LLC

452.12K

Jun 30, 26

+83.34K

0.32%

Cetera Investment Advisers

446.30K

Jun 30, 26

+34.04K

0.32%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

442.80K

Jun 30, 26

-68.73K

0.32%

WCG Wealth Advisors LLC

442.14K

Jun 30, 26

-83.82K

0.32%

CAPTRUST FINANCIAL ADVISORS

411.15K

Jun 30, 26

+28.65K

0.29%

Global Strategic Investment Solutions, LLC

409.41K

Jun 30, 26

-11.53K

0.29%

COMMONWEALTH EQUITY SERVICES, LLC

397.05K

Jun 30, 26

+35.80K

0.28%

Private Advisor Group, LLC

381.48K

Jun 30, 26

+144.02K

0.27%

Interchange Capital Partners, LLC

359.91K

Jun 30, 26

+140.91K

0.26%

Gradient Investments LLC

356.85K

Jun 30, 26

+84.40K

0.26%

AXXCESS WEALTH MANAGEMENT, LLC

337.67K

Jun 30, 26

-45.59K

0.24%

Capital Asset Advisory Services LLC

317.77K

Jun 30, 26

-31.16K

0.23%

Red Door Wealth Management, LLC

310.18K

Jun 30, 26

+134.98K

0.22%

STIFEL FINANCIAL CORP

293.01K

Jun 30, 26

+43.80K

0.21%

Principle Wealth Partners LLC

291.50K

Jun 30, 26

+67.77K

0.21%

Prime Capital Investment Advisors, LLC

289.30K

Jun 30, 26

+3.45K

0.21%

Chesley Taft & Associates LLC

285.33K

Jun 30, 26

+55.52K

0.20%

ENVESTNET ASSET MANAGEMENT INC

283.76K

Jun 30, 26

+30.66K

0.20%

Oak Harvest Investment Services

282.36K

Jun 30, 26

+11.82K

0.20%

NewEdge Advisors, LLC

278.71K

Jun 30, 26

+6.83K

0.20%

Boothe Investment Group, Inc.

274.29K

Jun 30, 26

-3.06K

0.20%

Lido Advisors, LLC

268.69K

Jun 30, 26

-10.66K

0.19%

GREAT VALLEY ADVISOR GROUP, INC.

268.06K

Jun 30, 26

+20.26K

0.19%

Rosenberg Matthew Hamilton

262.67K

Jun 30, 26

-6.83K

0.19%

Phoenix Wealth Advisors

261.09K

Jun 30, 26

+56.13K

0.19%

Farther Finance Advisors, LLC

260.39K

Jun 30, 26

+57.45K

0.19%

Sequoia Financial Advisors, LLC

257.95K

Jun 30, 26

-14.25K

0.18%

MBM Wealth Consultants, LLC

245.68K

Jun 30, 26

+9.12K

0.18%

Auxano Advisors, LLC

237.24K

Jun 30, 26

-16.39K

0.17%

Elequin Securities, LLC

236.30K

Jun 30, 26

+154.40K

0.17%

Cambridge Investment Research Advisors, Inc.

231.87K

Jun 30, 26

-200.96K

0.17%

FIDUCIARY TRUST CO

231.33K

Jun 30, 26

-84.78K

0.17%

Opal Wealth Advisors, LLC

224.85K

Jun 30, 26

+6.86K

0.16%

CITIZENS FINANCIAL GROUP INC/RI

220.28K

Jun 30, 26

+44.62K

0.16%

Avidian Wealth Solutions, LLC

218.33K

Jun 30, 26

-27.86K

0.16%

Diversified Portfolios, Inc.

214.58K

Jun 30, 26

-28.30K

0.15%

DAVIDSON INVESTMENT ADVISORS

209.45K

Jun 30, 26

-7.38K

0.15%

SIMON QUICK ADVISORS, LLC

208.37K

Jun 30, 26

+1.34K

0.15%

TD Capital Management LLC

198.65K

Jun 30, 26

-21.20K

0.14%

Helen Stephens Group, LLC

195.62K

Jun 30, 26

+31.61K

0.14%

OpenArc Corporate Advisory, LLC

193.76K

Jun 30, 26

+70.77K

0.14%

THRIVENT FINANCIAL FOR LUTHERANS

187.58K

Jun 30, 26

-68.26K

0.13%

Summit Financial, LLC

186.73K

Jun 30, 26

-9.31K

0.13%

REGIONS FINANCIAL CORP

179.40K

Jun 30, 26

-2.67K

0.13%

Valeo Financial Advisors, LLC

166.68K

Jun 30, 26

+2.97K

0.12%

Quotient Wealth Partners, LLC

165.68K

Jun 30, 26

+22.39K

0.12%

YHB Investment Advisors, Inc.

165.57K

Jun 30, 26

+41.20K

0.12%

Whitegate Investment Counselors, Inc.

164.44K

Jun 30, 26

-9.56K

0.12%

Great Point Wealth Advisors, LLC

161.69K

Jun 30, 26

-1.27K

0.12%

Vertex Planning Partners, LLC

157.82K

Jun 30, 26

+1.42K

0.11%

Stratos Wealth Partners, LTD.

152.47K

Jun 30, 26

+3.51K

0.11%

Elmwood Wealth Management, Inc.

149.35K

Jun 30, 26

+2.13K

0.11%

CENTRAL TRUST Co

145.15K

Jun 30, 26

+4.57K

0.10%

Southeast Asset Advisors Inc.

143.60K

Jun 30, 26

+358

0.10%

Apex Wealth Management, LLC

143.27K

Jun 30, 26

+1.56K

0.10%

Per Stirling Capital Management, LLC.

143.24K

Jun 30, 26

-2.39K

0.10%

MY Wealth Management Inc.

141.18K

Jun 30, 26

+103.22K

0.10%

Sierra Capital LLC

137.62K

Jun 30, 26

0.10%

PDS Planning, Inc

131.46K

Jun 30, 26

+20.41K

0.09%

EP Wealth Advisors, LLC

130.87K

Jun 30, 26

0.09%

Capital Advisors Wealth Management, LLC

130.14K

Jun 30, 26

-8.84K

0.09%

Mainsail Financial Group, LLC

128.46K

Jun 30, 26

+36.42K

0.09%

MERCER GLOBAL ADVISORS INC /ADV

127.48K

Jun 30, 26

+10.85K

0.09%

Prosperity Consulting Group, LLC

127.41K

Jun 30, 26

+78

0.09%

StrongBox Wealth, LLC

126.66K

Jun 30, 26

+9.54K

0.09%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

125.38K

Jun 30, 26

-354

0.09%

Aptus Capital Advisors, LLC

125.04K

Jun 30, 26

-6.72K

0.09%

Graves Light Lenhart Wealth, Inc.

122.07K

Jun 30, 26

+8.99K

0.09%

ALBION FINANCIAL GROUP /UT

120.86K

Jun 30, 26

+4.12K

0.09%

MANNING & NAPIER ADVISORS LLC

120.08K

Jun 30, 26

+12.93K

0.09%

Stewardship Advisors, LLC

119.20K

Jun 30, 26

+28.75K

0.09%

PNC FINANCIAL SERVICES GROUP, INC.

116.14K

Jun 30, 26

+80.99K

0.08%

ERn Financial, LLC

115.91K

Jun 30, 26

+10.42K

0.08%

ROOF EIDAM & MAYCOCK/ADV

115.50K

Jun 30, 26

-3.95K

0.08%

BOKF, NA

114.32K

Jun 30, 26

+12.62K

0.08%

Capital Analysts, LLC

113.78K

Jun 30, 26

-8.63K

0.08%

LPWM LLC

112.33K

Jun 30, 26

+22.87K

0.08%

APPLETON PARTNERS INC/MA

111.46K

Jun 30, 26

-14.11K

0.08%

Savvy Advisors, Inc.

110.66K

Jun 30, 26

+15.10K

0.08%

Forza Wealth Management, LLC

106.40K

Jun 30, 26

-2.80K

0.08%

Revolve Wealth Partners, LLC

105.00K

Jun 30, 26

+55.94K

0.08%

Ironwood Investment Counsel, LLC

104.36K

Jun 30, 26

+65.71K

0.07%

CAPITAL MANAGEMENT CORP /VA

100.05K

Jun 30, 26

+6.92K

0.07%

Leverty Financial Group, LLC

98.98K

Jun 30, 26

+23.34K

0.07%

Parallel Advisors, LLC

98.33K

Jun 30, 26

+32.55K

0.07%

Clearstead Advisors, LLC

97.96K

Jun 30, 26

+97.96K

0.07%

MML INVESTORS SERVICES, LLC

97.69K

Jun 30, 26

+18.41K

0.07%

BEACON INVESTMENT ADVISORY SERVICES, INC.

97.33K

Jun 30, 26

+24.15K

0.07%

J.Safra Asset Management Corp

96.87K

Jun 30, 26

-386

0.07%

DAVENPORT & Co LLC

94.87K

Jun 30, 26

+86.94K

0.07%

EXCEL SECURITIES & ASSOCIATES, INC.

90.48K

Jun 30, 26

+33.79K

0.06%

Jupiter Wealth Management LLC

90.00K

Jun 30, 26

0.06%

Tradewinds, LLC.

89.73K

Jun 30, 26

+89.73K

0.06%

RPg Family Wealth Advisory, LLC

89.65K

Jun 30, 26

-1.26K

0.06%

Able Wealth Management LLC

88.29K

Jun 30, 26

-25.26K

0.06%

Sanctuary Advisors, LLC

88.01K

Jun 30, 26

+24.79K

0.06%

CFO4Life Group, LLC

87.86K

Jun 30, 26

-229

0.06%

Mutual Advisors, LLC

84.76K

Jun 30, 26

-11.48K

0.06%

Essex Financial Services, Inc.

83.53K

Jun 30, 26

-11.70K

0.06%

VestGen Advisors, LLC

82.57K

Jun 30, 26

0.06%

Perigon Wealth Management, LLC

82.00K

Jun 30, 26

+18.80K

0.06%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

81.20K

Jun 30, 26

0.06%

Geneos Wealth Management Inc.

79.62K

Jun 30, 26

-2.44K

0.06%

Perennial Advisors, LLC

78.89K

Jun 30, 26

-2.25K

0.06%

Quantinno Capital Management LP

78.12K

Jun 30, 26

+67.21K

0.06%

Evergreen Wealth Solutions, LLC

78.00K

Jun 30, 26

+8.47K

0.06%

Ancora Advisors, LLC

77.71K

Jun 30, 26

-8.09K

0.06%

BRANDYWINE OAK PRIVATE WEALTH LLC

76.76K

Jun 30, 26

-2.82K

0.05%

Ameritas Advisory Services, LLC

75.18K

Jun 30, 26

+17.17K

0.05%

TRUIST FINANCIAL CORP

74.82K

Jun 30, 26

-909

0.05%

HIGHLINE WEALTH PARTNERS LLC

74.27K

Jun 30, 26

+10.65K

0.05%

SkyOak Wealth, LLC

72.89K

Jun 30, 26

+5.57K

0.05%

PERSPECTIVE WEALTH ADVISORS LLC

71.90K

Jun 30, 26

+71.90K

0.05%

Legacy Private Trust Co.

69.45K

Jun 30, 26

+37.91K

0.05%

IF Advisors, LLC

69.00K

Jun 30, 26

-89.00K

0.05%

CCG WEALTH MANAGEMENT, LLC

65.60K

Jun 30, 26

+9.14K

0.05%

NCM Capital Management, LLC

65.17K

Jun 30, 26

-5.60K

0.05%

Sigma Planning Corp

64.93K

Jun 30, 26

+1.29K

0.05%

IFP Advisors, Inc

64.79K

Jun 30, 26

+362

0.05%

Clarity Asset Management, Inc.

64.59K

Jun 30, 26

+2.35K

0.05%

NATIXIS ADVISORS, L.P.

64.37K

Jun 30, 26

+31.87K

0.05%

SRS Capital Advisors, Inc.

60.14K

Jun 30, 26

+47.50K

0.04%

NavPoint Financial, Inc.

59.81K

Jun 30, 26

-16.91K

0.04%

PARSONS CAPITAL MANAGEMENT INC/RI

59.75K

Jun 30, 26

-684

0.04%

SAGESPRING WEALTH PARTNERS, LLC

59.48K

Jun 30, 26

-14.45K

0.04%

Wealthcare Advisory Partners LLC

59.47K

Jun 30, 26

-57.76K

0.04%

Richard P Slaughter Associates Inc

59.18K

Jun 30, 26

-35.15K

0.04%

Red Mountain Financial, LLC

58.44K

Jun 30, 26

+16.22K

0.04%

Granite Bay Wealth Management, LLC

58.09K

Jun 30, 26

+58.09K

0.04%

ROBINSON SMITH WEALTH ADVISORS LLC

57.49K

Jun 30, 26

-11.37K

0.04%

Wills Financial Group LLC

57.12K

Jun 30, 26

-2.73K

0.04%

Invariant Investment Management

56.90K

Jun 30, 26

-637

0.04%

Stonebridge Financial Group, LLC

56.15K

Jun 30, 26

+111

0.04%

Financial Engines Advisors L.L.C.

55.28K

Jun 30, 26

+37.63K

0.04%

McNamara Financial Services, Inc.

54.13K

Jun 30, 26

-110.17K

0.04%

Advisory Services Network, LLC

53.83K

Jun 30, 26

+10.47K

0.04%

ASSETMARK, INC

53.73K

Jun 30, 26

+6.01K

0.04%

Laurel Wealth Planning LLC

53.51K

Jun 30, 26

-2.50K

0.04%

Syverson Strege & Co

53.01K

Jun 30, 26

+3.63K

0.04%

Root Financial Partners, LLC

52.75K

Jun 30, 26

+13.43K

0.04%

Rossmore Private Capital

52.36K

Jun 30, 26

-4.78K

0.04%

Main Street Financial Solutions, LLC

51.80K

Jun 30, 26

-117

0.04%

Selby Wealth Management, LLC

51.80K

Jun 30, 26

+2.22K

0.04%

Firestone Capital Management

51.80K

Jun 30, 26

+11.46K

0.04%

Security Financial Services, INC.

51.35K

Jun 30, 26

+13.74K

0.04%

BNP PARIBAS ARBITRAGE, SNC

51.31K

Jun 30, 26

+51.28K

0.04%

Dynamic Advisor Solutions LLC

51.06K

Jun 30, 26

-2.64K

0.04%

Causey Wealth LLC

50.98K

Jun 30, 26

+15.39K

0.04%

MORGAN STANLEY

50.73K

Jun 30, 26

+20.81K

0.04%

IHT Wealth Management, LLC

50.36K

Jun 30, 26

+2.04K

0.04%

Kestra Advisory Services, LLC

50.34K

Jun 30, 26

+10.07K

0.04%

AdvisorNet Financial, Inc

50.02K

Jun 30, 26

-4.70K

0.04%

Summit Place Financial Advisors, LLC

49.50K

Jun 30, 26

+24.70K

0.04%

Beacon Pointe Advisors, LLC

49.29K

Jun 30, 26

+19.36K

0.04%

ENCOMPASS WEALTH ADVISORS, LLC

48.82K

Jun 30, 26

+4.91K

0.03%

Canvas Wealth Advisors, LLC

47.08K

Jun 30, 26

-24.26K

0.03%

Macro Advisors, Inc.

46.84K

Jun 30, 26

0.03%

Financial Solutions Advisory Group, Inc.

46.73K

Jun 30, 26

+3.80K

0.03%

Sargent Investment Group, LLC

46.51K

Jun 30, 26

-7.78K

0.03%

Sound Portfolio Advisors, LLC

46.06K

Jun 30, 26

+30.63K

0.03%

Focus Financial Network, Inc.

46.04K

Jun 30, 26

+109

0.03%

Summit Wealth Partners, LLC

46.00K

Jun 30, 26

+201

0.03%

Sunburst Financial Group, LLC

45.98K

Jun 30, 26

-826

0.03%

CASTLEKEEP INVESTMENT ADVISORS LLC

45.62K

Jun 30, 26

-3.11K

0.03%

Modern Wealth Management, LLC

45.41K

Jun 30, 26

-5.83K

0.03%

Walkner Condon Financial Advisors LLC

45.38K

Jun 30, 26

-3.55K

0.03%

FULTON BANK, N.A.

44.55K

Jun 30, 26

-5.94K

0.03%

Equitable Holdings, Inc.

43.98K

Jun 30, 26

+8.34K

0.03%

Cooper Financial Group

43.97K

Jun 30, 26

-7.68K

0.03%

Pinnacle Financial Partners, Inc.

43.82K

Jun 30, 26

+3.10K

0.03%

Second Line Capital, LLC

43.65K

Jun 30, 26

+146

0.03%

MISSION WEALTH MANAGEMENT, LP

43.36K

Jun 30, 26

+43.36K

0.03%

Merit Financial Group, LLC

43.19K

Jun 30, 26

-1.06K

0.03%

Goelzer Investment Management, Inc.

42.04K

Jun 30, 26

+12.11K

0.03%

PECAUT & CO.

41.78K

Jun 30, 26

-2.15K

0.03%

Three Bridge Wealth Advisors, LLC

41.62K

Jun 30, 26

+63

0.03%

BFSG, LLC

41.49K

Jun 30, 26

+1.99K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

41.01K

Jun 30, 26

-3.48K

0.03%

Creative Planning

40.23K

Jun 30, 26

+572

0.03%

Carter Financial, LLC

40.02K

Jun 30, 26

+507

0.03%

Tortoise Investment Management, LLC

40.00K

Jun 30, 26

-10.00K

0.03%

IAG Wealth Partners, LLC

39.63K

Jun 30, 26

+81

0.03%

Circle Wealth Management, LLC

39.46K

Jun 30, 26

0.03%

LexAurum Advisors, LLC

39.11K

Jun 30, 26

+670

0.03%

SNS Financial Group, LLC

38.64K

Jun 30, 26

+38.64K

0.03%

CITADEL ADVISORS LLC

38.54K

Jun 30, 26

-468.56K

0.03%

Janney Montgomery Scott LLC

38.46K

Jun 30, 26

+10.97K

0.03%

James J. Burns & Company, LLC

37.84K

Jun 30, 26

-4.42K

0.03%

CAHILL FINANCIAL ADVISORS INC

37.79K

Jun 30, 26

+7.12K

0.03%

FOUNDERS GROVE WEALTH PARTNERS, LLC

37.72K

Jun 30, 26

+9.15K

0.03%

ZWJ INVESTMENT COUNSEL INC

36.99K

Jun 30, 26

-45.64K

0.03%

Vise Technologies, Inc.

36.84K

Jun 30, 26

+8.95K

0.03%

HARBOUR INVESTMENT MANAGEMENT LLC

36.59K

Jun 30, 26

+5.29K

0.03%

Bolthouse Investments, LLC

36.45K

Jun 30, 26

0.03%

Garden State Investment Advisory Services LLC

36.37K

Jun 30, 26

+26.56K

0.03%

WealthBridge Capital Management, LLC

36.21K

Jun 30, 26

+1.08K

0.03%

Peterson Wealth Advisors, LLC

36.13K

Jun 30, 26

+12.14K

0.03%

Alpha Omega Wealth Management LLC

36.13K

Jun 30, 26

+724

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

35.93K

Jun 30, 26

+22.15K

0.03%

DAYMARK WEALTH PARTNERS, LLC

35.71K

Jun 30, 26

+4.22K

0.03%

MAI Capital Management

35.60K

Jun 30, 26

0.03%

Lakeridge Wealth Management LLC

35.53K

Jun 30, 26

+4.06K

0.03%

Global Retirement Partners, LLC

35.15K

Jun 30, 26

+35.15K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

35.09K

Jun 30, 26

-9.82K

0.03%

Tennessee Valley Asset Management Partners

35.04K

Jun 30, 26

+111

0.03%

Kooman & Associates

35.03K

Jun 30, 26

+457

0.03%

Bramshill Investments, LLC

34.85K

Jun 30, 26

0.02%

MGO ONE SEVEN LLC

34.06K

Jun 30, 26

+22.66K

0.02%

Galvin, Gaustad & Stein, LLC

34.02K

Jun 30, 26

+7.08K

0.02%

Shum Financial Group, Inc.

33.99K

Jun 30, 26

+17.14K

0.02%

Narus Financial Partners, LLC

33.97K

Jun 30, 26

-1.00K

0.02%

Steel Peak Wealth Management LLC

33.82K

Jun 30, 26

-5.18K

0.02%

Aprio Wealth Management, LLC

33.80K

Jun 30, 26

-5.80K

0.02%

Jacobi Capital Management LLC

33.78K

Jun 30, 26

+875

0.02%

Perennial Investment Advisors, LLC

32.78K

Jun 30, 26

-183

0.02%

Vestmark Advisory Solutions, Inc.

32.06K

Jun 30, 26

+8.20K

0.02%

Steward Partners Investment Advisory, LLC

31.86K

Jun 30, 26

-2.26K

0.02%

Paradigm, Strategies in Wealth Management, LLC

31.65K

Jun 30, 26

+6.48K

0.02%

1900 WEALTH MANAGEMENT LLC

31.54K

Jun 30, 26

0.02%

Concurrent Investment Advisors, LLC

31.45K

Jun 30, 26

+647

0.02%

BayBridge Capital Group, LLC

31.11K

Jun 30, 26

0.02%

Vawter Financial, Ltd.

30.94K

Jun 30, 26

-6.07K

0.02%

Boulder Wealth Advisors, LLC

30.53K

Jun 30, 26

-162.00K

0.02%

Baker Ellis Asset Management LLC

29.80K

Jun 30, 26

0.02%

BCGM Wealth Management, LLC

29.53K

Jun 30, 26

-44.88K

0.02%

Compass Financial Group, Inc.

29.52K

Jun 30, 26

-313

0.02%

Skyline Advisors, Inc.

29.49K

Jun 30, 26

-12.41K

0.02%

Roehl & Yi Investment Advisors, LLC

29.36K

Jun 30, 26

+44

0.02%

USAdvisors Wealth Management, LLC

29.35K

Jun 30, 26

-662

0.02%

Strategic Wealth Advisors LLC

28.99K

Jun 30, 26

-295

0.02%

Kathmere Capital Management, LLC

28.98K

Jun 30, 26

-1.35K

0.02%

VISTA INVESTMENT MANAGEMENT

28.97K

Jun 30, 26

+3.75K

0.02%

Princeton Global Asset Management LLC

28.04K

Jun 30, 26

0.02%

URS Advisory LLC

28.02K

Jun 30, 26

+6.34K

0.02%

Mount Yale Investment Advisors, LLC

27.76K

Jun 30, 26

+2.90K

0.02%

AQR CAPITAL MANAGEMENT LLC

27.69K

Jun 30, 26

-857

0.02%

Impact Capital Partners LLC

27.64K

Jun 30, 26

+21.02K

0.02%

Aries Wealth Management

27.36K

Jun 30, 26

-4.12K

0.02%

Savant Capital, LLC

27.02K

Jun 30, 26

+2.54K

0.02%

Sentinus, LLC

26.80K

Jun 30, 26

0.02%

Waverly Advisors, LLC

26.70K

Jun 30, 26

+2.53K

0.02%

HARBOUR INVESTMENTS, INC.

26.39K

Jun 30, 26

-933

0.02%

Essex Savings Bank

26.10K

Jun 30, 26

+3.84K

0.02%

Paladin Advisory Group, LLC

25.96K

Jun 30, 26

-558

0.02%

Bison Wealth, LLC

25.76K

Jun 30, 26

+18.29K

0.02%

Gateway Wealth Partners, LLC

25.62K

Jun 30, 26

-27.10K

0.02%

FAS Wealth Partners, Inc.

25.48K

Jun 30, 26

+7.27K

0.02%

NewSquare Capital LLC

25.38K

Jun 30, 26

+593

0.02%

Venturi Wealth Management, LLC

24.77K

Jun 30, 26

+1.77K

0.02%

Core Wealth Advisors, Inc.

24.74K

Jun 30, 26

0.02%

Capstone Financial Advisors, Inc.

24.45K

Jun 30, 26

+13.74K

0.02%

Resources Investment Advisors, LLC.

24.36K

Jun 30, 26

-5.73K

0.02%

SAGE FINANCIAL GROUP INC

24.28K

Jun 30, 26

-1.77K

0.02%

KM Capital Management Ltd.

24.09K

Jun 30, 26

-674

0.02%

Soltis Investment Advisors LLC

23.55K

Jun 30, 26

+5.20K

0.02%

WEBSTER BANK, N. A.

23.47K

Jun 30, 26

+5.17K

0.02%

Philip James Wealth Mangement, LLC

23.30K

Jun 30, 26

-766

0.02%

Apollon Wealth Management, LLC

23.01K

Jun 30, 26

-2.98K

0.02%

PFW Advisors LLC

22.92K

Jun 30, 26

+6.96K

0.02%

Bristlecone Value Partners, LLC

22.80K

Jun 30, 26

-80

0.02%

Investment Advisory Services Group LLC

22.77K

Jun 30, 26

+5.20K

0.02%

Argo Wealth Advisory, LLC

22.75K

Jun 30, 26

+540

0.02%

Sandy Cove Advisors, LLC

22.72K

Jun 30, 26

-3.09K

0.02%

United Advisor Group, LLC

22.64K

Jun 30, 26

-298

0.02%

Mattson Financial Services, LLC

22.18K

Jun 30, 26

+7.54K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

21.89K

Jun 30, 26

+17.41K

0.02%

PRIVATE TRUST CO NA

21.89K

Jun 30, 26

-510

0.02%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

21.46K

Jun 30, 26

-2.25K

0.02%

Allen Capital Group, LLC

21.36K

Jun 30, 26

-2.54K

0.02%

Clear Point Advisors Inc.

21.02K

Jun 30, 26

+21.02K

0.02%

Directional Asset Management

20.80K

Jun 30, 26

+1.92K

0.01%

IFG Advisory, LLC

20.61K

Jun 30, 26

+20.61K

0.01%

Miracle Mile Advisors, LLC

20.54K

Jun 30, 26

+20.54K

0.01%

Marion Wealth Management

20.33K

Jun 30, 26

+3.62K

0.01%

THOMPSON DAVIS & CO., INC.

20.30K

Jun 30, 26

0.01%

Belpointe Asset Management LLC

20.20K

Jun 30, 26

+6.97K

0.01%

OLIO Financial Planning

20.17K

Jun 30, 26

+666

0.01%

Entelevest, LLC

20.10K

Jun 30, 26

+3.62K

0.01%

Tranquility Partners, LLC

20.05K

Jun 30, 26

0.01%

CAMBIENT FAMILY OFFICE, LLC

19.91K

Jun 30, 26

+19.91K

0.01%

Kuhn & Co Investment Counsel

19.84K

Jun 30, 26

+653

0.01%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

19.81K

Jun 30, 26

+19.81K

0.01%

Paladin Wealth, LLC

19.73K

Jun 30, 26

+4.10K

0.01%

Collaborative Wealth Managment Inc.

19.70K

Jun 30, 26

+1.25K

0.01%

MONEY CONCEPTS CAPITAL CORP

19.63K

Jun 30, 26

+19.63K

0.01%

BROWN ADVISORY INC

19.61K

Jun 30, 26

+19.61K

0.01%

Rooted Wealth Advisors, Inc.

19.32K

Jun 30, 26

0.01%

Ritter Daniher Financial Advisory LLC / DE

19.32K

Jun 30, 26

0.01%

JNBA Financial Advisors

18.91K

Jun 30, 26

0.01%

KWMG, LLC

18.84K

Jun 30, 26

-1.42K

0.01%

ADAMSBROWN WEALTH CONSULTANTS LLC

18.74K

Jun 30, 26

-11.42K

0.01%

Cypress Capital Group

18.59K

Jun 30, 26

+14.59K

0.01%

TCG Advisory Services, LLC

18.30K

Jun 30, 26

+18.30K

0.01%

FIRST MANHATTAN CO. LLC.

18.20K

Jun 30, 26

+680

0.01%

Carnegie Capital Asset Management, LLC

17.30K

Jun 30, 26

+6.71K

0.01%

Valmark Advisers, Inc.

17.15K

Jun 30, 26

-10.10K

0.01%

UNIQUE WEALTH, LLC

17.11K

Jun 30, 26

+8.65K

0.01%

Gladstone Institutional Advisory LLC

17.01K

Jun 30, 26

+9.32K

0.01%

Intergy Private Wealth, LLC

16.90K

Jun 30, 26

-329

0.01%

WOODMONT INVESTMENT COUNSEL LLC

16.86K

Jun 30, 26

-2.06K

0.01%

Cyndeo Wealth Partners, LLC

16.61K

Jun 30, 26

-134

0.01%

BHK Investment Advisors, LLC

16.00K

Jun 30, 26

0.01%

Nuveen, LLC

15.82K

Jun 30, 26

+15.82K

0.01%

BOSTON FAMILY OFFICE LLC

15.67K

Jun 30, 26

-491

0.01%

TENET WEALTH PARTNERS, LLC

15.56K

Jun 30, 26

+15.56K

0.01%

Quadcap Wealth Management, LLC

15.54K

Jun 30, 26

-159

0.01%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

15.44K

Jun 30, 26

0.01%

Klingman & Associates, LLC

15.29K

Jun 30, 26

-106.48K

0.01%

Presidio Capital Management, LLC

15.26K

Jun 30, 26

+930

0.01%

Madrid Wealth Management, LLC

15.24K

Jun 30, 26

+700

0.01%

Kingsview Wealth Management, LLC

15.20K

Jun 30, 26

+4.81K

0.01%

Mallini Complete Financial Planning LLC

15.09K

Jun 30, 26

+97

0.01%

Ruggaard & Associates LLC

14.87K

Jun 30, 26

+2.00K

0.01%

Oasis Advisors, LLC

14.83K

Jun 30, 26

-1.36M

0.01%

MCDONALD PARTNERS LLC

14.60K

Jun 30, 26

0.01%

Copper Harbor Investment Advisors, LLC

14.46K

Jun 30, 26

+14.46K

0.01%

Eagle Bluffs Wealth Management LLC

14.44K

Jun 30, 26

-1.21K

0.01%

FIFTH THIRD BANCORP

14.44K

Jun 30, 26

+424

0.01%

LaSalle St. Investment Advisors, LLC

14.35K

Jun 30, 26

+2.68K

0.01%

COZAD ASSET MANAGEMENT INC

14.18K

Jun 30, 26

+1.97K

0.01%

Indivisible Partners

14.16K

Jun 30, 26

-647

0.01%

Fourth Dimension Wealth, LLC

14.08K

Jun 30, 26

-2.14K

0.01%

QUANTIFY CHAOS ADVISORS, LLC

13.73K

Jun 30, 26

+7.92K

0.01%

One Capital Management, LLC

13.59K

Jun 30, 26

0.01%

Brinker Capital Investments, LLC

13.46K

Jun 30, 26

-16.01K

0.01%

PRINCIPAL SECURITIES, INC.

13.28K

Jun 30, 26

+871

0.01%

Argent Advisors, Inc.

13.20K

Jun 30, 26

-3.77K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

13.18K

Jun 30, 26

-167

0.01%

Acropolis Investment Management, LLC

13.15K

Jun 30, 26

0.01%

XY Planning Network, Inc.

12.93K

Jun 30, 26

+12.93K

0.01%

Curran Financial Partners, LLC

12.86K

Jun 30, 26

+5.63K

0.01%

FORVIS Wealth Advisors, LLC

12.83K

Jun 30, 26

-2.06K

0.01%

Souders Financial Advisors

12.28K

Jun 30, 26

-562

0.01%

Dakota Wealth Management

12.24K

Jun 30, 26

0.01%

San Luis Wealth Advisors LLC

12.22K

Jun 30, 26

-22.10K

0.01%

MEMBERS WEALTH LLC

12.22K

Jun 30, 26

+2.40K

0.01%

Occidental Asset Management, LLC

12.17K

Jun 30, 26

+2.52K

0.01%

Old Port Advisors

12.06K

Jun 30, 26

-968

0.01%

GENESIS PRIVATE WEALTH, LLC

12.05K

Jun 30, 26

-48

0.01%

Strategic Blueprint, LLC

11.91K

Jun 30, 26

-2.29K

0.01%

Meridian Financial, LLC

11.90K

Jun 30, 26

+3.08K

0.01%

ADELL HARRIMAN & CARPENTER INC

11.75K

Jun 30, 26

0.01%

ProCore Advisors, LLC

11.70K

Jun 30, 26

0.01%

Ariadne Wealth Management, LP

11.63K

Jun 30, 26

-9.44K

0.01%

EAGLE HARBOR ASSET MANAGEMENT INC /ADV

11.45K

Jun 30, 26

0.01%

Centurion Wealth Management LLC

11.35K

Jun 30, 26

0.01%

Claro Advisors LLC

11.33K

Jun 30, 26

-536

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

11.22K

Jun 30, 26

+2.18K

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

11.19K

Jun 30, 26

+300

0.01%

Apella Capital, LLC

11.15K

Jun 30, 26

+73

0.01%

BLAIR WILLIAM & CO/IL

11.05K

Jun 30, 26

+1.14K

0.01%

Family Office Research LLC

10.98K

Jun 30, 26

+70

0.01%

Aletheian Wealth Advisors LLC

10.90K

Jun 30, 26

+168

0.01%

Gradient Capital Advisors, LLC

10.86K

Jun 30, 26

+739

0.01%

Brown Financial Advisors

10.85K

Jun 30, 26

+1.77K

0.01%

BlackDiamond Wealth Management Inc.

10.81K

Jun 30, 26

+44

0.01%

IMZ Advisory Inc

10.73K

Jun 30, 26

-67.66K

0.01%

Syntegra Private Wealth Group, LLC

10.67K

Jun 30, 26

-137.29K

0.01%

Redmond Asset Management, LLC

10.60K

Jun 30, 26

0.01%

Tempo Wealth, LLC

10.53K

Jun 30, 26

+10.53K

0.01%

Oakwell Private Wealth Management, LLC

10.51K

Jun 30, 26

0.01%

Hartford Financial Management Inc.

10.41K

Jun 30, 26

-24

0.01%

THRYVE WEALTH MANAGEMENT LLC

10.40K

Jun 30, 26

-1

0.01%

BENJAMIN EDWARDS INC

10.34K

Jun 30, 26

+345

0.01%

Verdence Capital Advisors LLC

10.25K

Jun 30, 26

0.01%

Key FInancial Inc

10.21K

Jun 30, 26

-3.98K

0.01%

Pallas Capital Advisors LLC

9.97K

Jun 30, 26

-34

0.01%

Commonwealth Financial Services, LLC

9.95K

Jun 30, 26

-4.87K

0.01%

STAR Financial Bank

9.86K

Jun 30, 26

+9.86K

0.01%

ENTREWEALTH, LLC

9.85K

Jun 30, 26

+73

0.01%

Petix & Botte Co

9.81K

Jun 30, 26

+9.81K

0.01%

Rossby Financial, LCC

9.70K

Jun 30, 26

+767

0.01%

AVAII WEALTH MANAGEMENT, LLC

9.69K

Jun 30, 26

-200

0.01%

Keating Financial Advisory Services, Inc.

9.60K

Jun 30, 26

+839

0.01%

Brookwood Investment Group LLC

9.55K

Jun 30, 26

+1.21K

0.01%

WNY Asset Management, LLC

9.48K

Jun 30, 26

0.01%

Johnson Bixby & Associates, LLC

9.45K

Jun 30, 26

-949

0.01%

Ellis Investment Partners, LLC

9.13K

Jun 30, 26

+59

0.01%

LiftPoint Family Wealth Advisors LLC

9.03K

Jun 30, 26

+4.91K

0.01%

SILVER OAK SECURITIES, INCORPORATED

8.99K

Jun 30, 26

-13.89K

0.01%

Prospera Financial Services Inc

8.96K

Jun 30, 26

-31.47K

0.01%

C M BIDWELL & ASSOCIATES LTD

8.87K

Jun 30, 26

0.01%

PEAK FINANCIAL ADVISORS LLC

8.82K

Jun 30, 26

+4.30K

0.01%

Confluence Wealth Services, Inc.

8.80K

Jun 30, 26

0.01%

Curbstone Financial Management Corp

8.80K

Jun 30, 26

0.01%

Csenge Advisory Group

8.79K

Jun 30, 26

0.01%

Sincerus Advisory, LLC

8.76K

Jun 30, 26

+132

0.01%

Tradition Wealth Management, LLC

8.60K

Jun 30, 26

-950

0.01%

NOVEM GROUP

8.60K

Jun 30, 26

-511

0.01%

Amplius Wealth Advisors, LLC

8.37K

Jun 30, 26

+1.89K

0.01%

Adviser Investments LLC

8.11K

Jun 30, 26

0.01%

Shore Point Advisors, LLC

8.10K

Jun 30, 26

-1.55K

0.01%

LIFELONG WEALTH ADVISORS, INC.

8.07K

Jun 30, 26

-5.15K

0.01%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

8.06K

Jun 30, 26

+650

0.01%

M Wealth Management, LLC

7.86K

Jun 30, 26

+51

0.01%

Procyon Advisors, LLC

7.86K

Jun 30, 26

0.01%

Investor's Fiduciary Advisor Network, LLC

7.83K

Jun 30, 26

-1.31K

0.01%

MASSMUTUAL TRUST CO FSB/ADV

7.82K

Jun 30, 26

-192

0.01%

Argent Trust Co

7.79K

Jun 30, 26

+408

0.01%

SONATA CAPITAL GROUP INC

7.79K

Jun 30, 26

0.01%

GRIMES & COMPANY, INC.

7.69K

Jun 30, 26

-210

0.01%

1015 Capital Partners, LLC

7.68K

Jun 30, 26

0.01%

Arkadios Wealth Advisors

7.53K

Jun 30, 26

+1.57K

0.01%

Total Clarity Wealth Management, Inc.

7.51K

Jun 30, 26

+772

0.01%

Colonial River Wealth Management, LLC

7.49K

Jun 30, 26

+2.36K

0.01%

UMB Bank, n.a.

7.49K

Jun 30, 26

0.01%

Midwestern Financial, LLC /IA

7.46K

Jun 30, 26

+48

0.01%

WealthCare Investment Partners, LLC

7.21K

Jun 30, 26

-3

0.01%

STEPHENS INC /AR/

7.15K

Jun 30, 26

0.01%

Stonebrook Private Inc.

7.13K

Jun 30, 26

+7.13K

0.01%

VERUS CAPITAL PARTNERS, LLC

7.11K

Jun 30, 26

-7.94K

0.01%

Tidemark, LLC

7.06K

Jun 30, 26

+7.06K

0.01%

Capital Advisors, Ltd. LLC

6.95K

Jun 30, 26

0.00%

Archford Capital Strategies, LLC

6.89K

Jun 30, 26

-8

0.00%

MCF Advisors LLC

6.89K

Jun 30, 26

+3.12K

0.00%

FIRST FOUNDATION ADVISORS

6.77K

Jun 30, 26

-43

0.00%

CAP Partners, LLC

6.77K

Jun 30, 26

-71

0.00%

Chokshi & Queen Wealth Advisors, Inc

6.75K

Jun 30, 26

0.00%

FLAGSTAR ADVISORS INC.

6.73K

Jun 30, 26

+43

0.00%

Schwallier Wealth Management LLC

6.61K

Jun 30, 26

-937

0.00%

SageView Advisory Group, LLC

6.57K

Jun 30, 26

0.00%

Tortuga Wealth Management, Inc

6.55K

Jun 30, 26

-485

0.00%

Fullerton Advisors, LLC

6.52K

Jun 30, 26

-19

0.00%

Triumph Capital Management

6.51K

Jun 30, 26

+980

0.00%

Lifestyle Asset Management, Inc.

6.44K

Jun 30, 26

0.00%

VisionPoint Advisory Group, LLC

6.41K

Jun 30, 26

0.00%

HUTCHINSON CAPITAL MANAGEMENT/CA

6.40K

Jun 30, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

6.31K

Jun 30, 26

+333

0.00%

GILL CAPITAL PARTNERS, LLC

6.28K

Jun 30, 26

0.00%

Gerald Baker Financial Group LLC

6.27K

Jun 30, 26

+431

0.00%

J.W. COLE ADVISORS, INC.

6.14K

Jun 30, 26

+24

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

6.13K

Jun 30, 26

0.00%

Ballentine Partners, LLC

6.11K

Jun 30, 26

-665

0.00%

YARGER WEALTH STRATEGIES, LLC

6.06K

Jun 30, 26

-3.11K

0.00%

Global Trust Asset Management, LLC

6.05K

Jun 30, 26

-300

0.00%

Town Capital LLC

6.02K

Jun 30, 26

-3.00K

0.00%

SHAYNE & CO., LLC

6.00K

Jun 30, 26

0.00%

Rothschild Capital Partners, LLC

5.98K

Jun 30, 26

0.00%

Horizon Family Wealth, Inc.

5.97K

Jun 30, 26

+928

0.00%

Private Wealth Group, LLC

5.97K

Jun 30, 26

+428

0.00%

Choice Wealth Advisors, LLC

5.90K

Jun 30, 26

0.00%

Lineweaver Wealth Advisors, LLC

5.89K

Jun 30, 26

+30

0.00%

Segment Wealth Management, LLC

5.87K

Jun 30, 26

-38.98K

0.00%

Mason & Associates Inc

5.83K

Jun 30, 26

+772

0.00%

OLD MISSION CAPITAL LLC

5.76K

Jun 30, 26

+5.76K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.67K

Jun 30, 26

0.00%

Aurdan Capital Management, LLC

5.62K

Jun 30, 26

+5.62K

0.00%

SYKON CAPITAL LLC

5.50K

Jun 30, 26

+1.00K

0.00%

Beverly Hills Private Wealth, LLC

5.50K

Jun 30, 26

-7.28K

0.00%

Higgins & Schmidt Wealth Strategies LLC

5.43K

Jun 30, 26

-37.41K

0.00%

Aspen Wealth Strategies, LLC

5.40K

Jun 30, 26

-7.50K

0.00%

CreativeOne Wealth, LLC

5.39K

Jun 30, 26

-4.74K

0.00%

Sunflower Bank, N.A.

5.31K

Jun 30, 26

-10.25K

0.00%

MCIA Inc

5.28K

Jun 30, 26

+1.29K

0.00%

Western Wealth Management, LLC

5.25K

Jun 30, 26

-1.12K

0.00%

FIDUCIARY FINANCIAL ADVISORS

5.15K

Jun 30, 26

+5.15K

0.00%

Newman Dignan & Sheerar, Inc.

5.10K

Jun 30, 26

+33

0.00%

SENTINEL TRUST CO LBA

5.10K

Jun 30, 26

-3.93K

0.00%

CWC Advisors, LLC.

5.04K

Jun 30, 26

+5.04K

0.00%

Thoma Capital Management LLC

5.01K

Jun 30, 26

+5.01K

0.00%

New Capital Management LP

5.00K

Jun 30, 26

0.00%

Keudell/Morrison Wealth Management

4.93K

Jun 30, 26

+730

0.00%

Herold Advisors, Inc.

4.80K

Jun 30, 26

0.00%

Harbor Group, Inc.

4.77K

Jun 30, 26

+31

0.00%

Stratos Wealth Advisors, LLC

4.74K

Jun 30, 26

+117

0.00%

Zhang Financial LLC

4.71K

Jun 30, 26

+4.71K

0.00%

RMB Capital Management, LLC

4.71K

Jun 30, 26

0.00%

Arbor Investment Advisors, LLC

4.70K

Jun 30, 26

0.00%

TITLEIST ASSET MANAGEMENT, LLC

4.63K

Jun 30, 26

-54

0.00%

Centerline Wealth Advisors, LLC

4.49K

Jun 30, 26

-1.85K

0.00%

Eqis Capital Management, Inc.

4.46K

Jun 30, 26

0.00%

CVA Family Office, LLC

4.44K

Jun 30, 26

+1.58K

0.00%

Roberts Wealth Advisors, LLC

4.41K

Jun 30, 26

+4.41K

0.00%

SpringVest Wealth Management LLC

4.40K

Jun 30, 26

+4.40K

0.00%

Semus Wealth Partners LLC

4.36K

Jun 30, 26

+28

0.00%

NewEdge Wealth, LLC

4.36K

Jun 30, 26

-844

0.00%

Symphony Financial, Ltd. Co.

4.32K

Jun 30, 26

+4.32K

0.00%

Westfuller Advisors, LLC

4.21K

Jun 30, 26

+4.21K

0.00%

Allegheny Financial Group LTD

4.19K

Jun 30, 26

+4.19K

0.00%

Smartleaf Asset Management LLC

4.19K

Jun 30, 26

0.00%

Integrated Advisors Network LLC

4.15K

Jun 30, 26

+4.15K

0.00%

Asio Capital, LLC

4.10K

Jun 30, 26

+4.10K

0.00%

SAX WEALTH ADVISORS, LLC

4.09K

Jun 30, 26

+4.09K

0.00%

AE Wealth Management LLC

4.02K

Jun 30, 26

-636

0.00%

Saiph Capital, LLC

4.00K

Jun 30, 26

-500

0.00%

WEST PACES ADVISORS INC.

3.94K

Jun 30, 26

+295

0.00%

Chicago Partners Investment Group LLC

3.94K

Jun 30, 26

-550

0.00%

Dogwood Wealth Management LLC

3.85K

Jun 30, 26

-400

0.00%

Transce3nd, LLC

3.72K

Jun 30, 26

-26

0.00%

Hills Bank & Trust Co

3.57K

Jun 30, 26

0.00%

NBH Bank

3.26K

Jun 30, 26

+3.26K

0.00%

Birchwood Financial Partners, Inc.

2.96K

Jun 30, 26

+19

0.00%

ZRC WEALTH MANAGEMENT, LLC

2.79K

Jun 30, 26

0.00%

GGM Financials LLC

2.60K

Jun 30, 26

+17

0.00%

Millstone Evans Group, LLC

2.60K

Jun 30, 26

0.00%

Colonial Trust Advisors

2.46K

Jun 30, 26

+15

0.00%

Cornerstone Financial Management LLC

2.45K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

1.98K

Jun 30, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

1.97K

Jun 30, 26

+1.97K

0.00%

MONTAG A & ASSOCIATES INC

1.82K

Jun 30, 26

-6.80K

0.00%

Park Place Capital Corp

1.75K

Jun 30, 26

-22

0.00%

EPG Wealth Management LLC

1.69K

Jun 30, 26

+10

0.00%

Clark Wealth Partners

1.65K

Jun 30, 26

+11

0.00%

Godfrey Financial Associates, Inc.

1.39K

Jun 30, 26

0.00%

BESSEMER GROUP INC

1.37K

Jun 30, 26

+1.37K

0.00%

GAMMA Investing LLC

1.16K

Jun 30, 26

0.00%

US BANCORP \DE\

1.15K

Jun 30, 26

0.00%

Financial Perspectives, Inc

833

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

701

Jun 30, 26

0.00%

Essential Investment Partners LLC

700

Jun 30, 26

0.00%

Midway Capital Research & Management

688

Jun 30, 26

+688

0.00%

Rice Partnership, LLC

681

Jun 30, 26

-263

0.00%

Financial Network Wealth Advisors LLC

673

Jun 30, 26

-196

0.00%

Cornerstone Planning Group LLC

632

Jun 30, 26

-155

0.00%

1620 INVESTMENT ADVISORS, INC.

489

Jun 30, 26

-1.14K

0.00%

Atlantic Union Bankshares Corp

475

Jun 30, 26

0.00%

Greykasell Wealth Strategies, Inc.

440

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

365

Jun 30, 26

0.00%

Allworth Financial LP

298

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

227

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

188

Jun 30, 26

-314

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-1

0.00%

Strategic Financial Concepts, LLC

Jun 30, 26

-4.84K

BANK OF MONTREAL /CAN/

Jun 30, 26

-26

NORTHERN TRUST CORP

Jun 30, 26

-4.02K

IFC Advisors LLC

Jun 30, 26

-10.00K

LAVELLE CAPITAL LP

Jun 30, 26

-78.48K

Independent Advisor Alliance

Jun 30, 26

-109.10K

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-20.63K

Golden State Equity Partners

Jun 30, 26

-8.08K

Medallion Wealth Advisors, LLC

Jun 30, 26

-1.03K

Pathway Financial Advisors LLC

Jun 30, 26

-3.97K

RIVER'S EDGE WEALTH MANAGEMENT, LLC

Jun 30, 26

-4.42K

PFG Advisors

Jun 30, 26

-4.74K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-27.64K

Worth Asset Management, LLC

Jun 30, 26

-16.14K

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

Jun 30, 26

-7.14K

Insight Advisors, LLC/ PA

Jun 30, 26

-32.44K

First Citizens Financial Corp

Jun 30, 26

-4.27K

Guardian Asset Advisors, LLC

Jun 30, 26

-4.49K

ZACKS INVESTMENT MANAGEMENT

Jun 30, 26

-5.71K

Mills Wealth Advisors LLC

Jun 30, 26

-35.70K

Westmount Partners, LLC

Jun 30, 26

-9.90K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-244

VOISARD ASSET MANAGEMENT GROUP, INC.

Jun 30, 26

-4.03K

SFG Wealth Management, LLC.

Jun 30, 26

-8.61K

FOUNDERS FINANCIAL SECURITIES LLC

Jun 30, 26

-5.03K

1ST SOURCE BANK

Jun 30, 26

-20.00K

Weaver Consulting Group

Jun 30, 26

-4.65K

CWM, LLC

781.69K

Mar 31, 26

+428.18K

0.56%

SIGNET FINANCIAL MANAGEMENT, LLC

70.56K

Mar 31, 26

+1.89K

0.05%

Sandbox Financial Partners, LLC

61.10K

Mar 31, 26

+2.53K

0.04%

U.S. Capital Wealth Advisors, LLC

55.13K

Mar 31, 26

-23.26K

0.04%

Sunbelt Securities, Inc.

40.23K

Mar 31, 26

+34

0.03%

Skopos Labs, Inc.

5.45K

Mar 31, 26

+5.45K

0.00%

Bank of Jackson Hole Trust

3.26K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

1.15K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

-270

SOL Capital Management CO

Mar 31, 26

-119.86K

Stark Wealth Management LLC

19.50K

Dec 31, 25

+19.50K

0.01%

COMERICA BANK

14.77K

Dec 31, 25

+373

0.01%

ORG Partners LLC

9.76K

Dec 31, 25

+1.15K

0.01%

AIFG Consultants Ltd.

6.67K

Dec 31, 25

+6.67K

0.00%

CIBC Private Wealth Group, LLC

239

Dec 31, 25

+239

0.00%

GPS Wealth Strategies Group, LLC

153

Dec 31, 25

-49.48K

0.00%

McCarthy & Cox

Dec 31, 25

-9.32K

Sterling Financial Group, Inc.

57.29K

Sep 30, 25

-9.85K

0.04%

Bristlecone Advisors, LLC

45.42K

Sep 30, 25

+2.32K

0.03%

SYNOVUS FINANCIAL CORP

43.80K

Sep 30, 25

-465

0.03%

Kathleen S. Wright Associates Inc.

40.64K

Sep 30, 25

-776

0.03%

Strive Asset Management, LLC

27.60K

Sep 30, 25

+4.76K

0.02%

Masso Torrence Wealth Management Inc.

17.82K

Sep 30, 25

+625

0.01%

IMS Capital Management

5.33K

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-20.63K

Smith Anglin Financial, LLC

44.72K

Jun 30, 25

-63.76K

0.03%

AVANTAX ADVISORY SERVICES, INC.

23.48K

Jun 30, 25

-30.93K

0.02%

Priebe Wealth Holdings LLC

20.95K

Jun 30, 25

+11.57K

0.01%

Martin Worley Group

17.90K

Jun 30, 25

+435

0.01%

Tyler-Stone Wealth Management

12.97K

Jun 30, 25

+1.14K

0.01%

Atria Wealth Solutions, Inc.

8.37K

Jun 30, 25

-884

0.01%

Benchmark Wealth Management, LLC

6.80K

Jun 30, 25

+6.80K

0.00%

Blue Oak Capital, LLC

5.45K

Jun 30, 25

+237

0.00%

Legacy Investment Solutions, LLC

504

Jun 30, 25

+504

0.00%

Good Life Advisors, LLC

Jun 30, 25

-7.54K

Orion Portfolio Solutions, LLC

135.98K

Mar 31, 25

-6.92K

0.10%

Transform Wealth, LLC

108.10K

Mar 31, 25

-203.76K

0.08%

Callan Capital, LLC

42.92K

Mar 31, 25

-1.16K

0.03%

Monterey Private Wealth, Inc.

5.07K

Mar 31, 25

+949

0.00%

Sandy Spring Bank

834

Mar 31, 25

-291

0.00%

GG Group Ventures, LLC

8.59K

Dec 31, 24

-291

0.01%

HTLF Bank

8.16K

Dec 31, 24

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

2.36K

Dec 31, 24

+500

0.00%

WR Wealth Planners, LLC

1.11K

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

169.82K

Sep 30, 24

-17.35K

0.12%

Raymond James Financial Services Advisors, Inc.

116.21K

Sep 30, 24

+18.87K

0.08%

FinTrust Capital Advisors, LLC

38.54K

Sep 30, 24

+17.35K

0.03%

RAYMOND JAMES TRUST N.A.

9.09K

Sep 30, 24

+1.44K

0.01%

Levy Wealth Management Group, LLC

132.11K

Jun 30, 24

-8.53K

0.09%

Abbrea Capital, LLC

11.66K

Jun 30, 24

-6.50K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

9.08K

Jun 30, 24

+844

0.01%

ICA Group Wealth Management, LLC

300

Jun 30, 24

+300

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

-2.03K

Atlas Private Wealth Management

168.21K

Mar 31, 24

+6.15K

0.12%

Cetera Advisor Networks LLC

62.88K

Mar 31, 24

-2.30K

0.05%

Cetera Advisors LLC

33.95K

Mar 31, 24

+11.59K

0.02%

Starfox Financial Services, LLC

15.55K

Mar 31, 24

-644

0.01%

Financial Advisory Group

11.97K

Mar 31, 24

-10.25K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

64.85K

Dec 31, 23

+64.85K

0.05%

Baystate Wealth Management LLC

47.41K

Dec 31, 23

+269

0.03%

Simplicity Solutions, LLC

6.98K

Dec 31, 23

0.00%

StrategIQ Financial Group, LLC

5.38K

Dec 31, 23

+590

0.00%

EisnerAmper Wealth Management Corporate Benefits, LLC

4.67K

Dec 31, 23

+4.67K

0.00%

Rainsberger Wealth Advisors, Inc.

4.61K

Dec 31, 23

-2.98K

0.00%

COLONY GROUP LLC

184.87K

Sep 30, 23

-5.21K

0.13%

3D/L Capital Management, LLC

47.93K

Sep 30, 23

-16.29K

0.03%

DUBUQUE BANK & TRUST CO

18.09K

Sep 30, 23

-8.59K

0.01%

ROPES WEALTH ADVISORS LLC

11.25K

Sep 30, 23

+296

0.01%

Daniels&Tansey,LLP

1.48K

Sep 30, 23

-28.19K

0.00%

Kistler-Tiffany Companies, LLC

82.20K

Jun 30, 23

-12.50K

0.06%

PFS INVESTMENTS INC.

81.97K

Jun 30, 23

-4.05K

0.06%

Barber Financial Group, Inc.

93.25K

Mar 31, 23

+557

0.07%

CAPRIN ASSET MANAGEMENT LLC /ADV

70.41K

Dec 31, 22

+70.33K

0.05%

Lehman & Derafelo Financial Resources LLC

51.33K

Dec 31, 22

-2.50K

0.04%

Laurel Wealth Advisors, Inc.

14.67K

Dec 31, 22

-64

0.01%

TITLEIST ASSET MANAGEMENT, LTD.

7.84K

Dec 31, 22

+1.85K

0.01%

CFO4Life, L.P.

5.98K

Dec 31, 22

+5.98K

0.00%

GOFEN & GLOSSBERG LLC /IL/

4.94K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

2.84K

Dec 31, 22

-11.74K

0.00%

DOWLING & YAHNKE LLC

707.86K

Sep 30, 22

+8.36K

0.51%

Covington Capital Management

414.22K

Sep 30, 22

-34.80K

0.30%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

13.78K

Sep 30, 22

+13.78K

0.01%

American Portfolios Advisors

1.48K

Sep 30, 22

+1.48K

0.00%

Spectrum Management Group, LLC

925

Sep 30, 22

0.00%

Strategic Asset Management, LLC

Sep 30, 22

0.00%

Fieldpoint Private Securities, LLC

2.80K

Jun 30, 22

+2.80K

0.00%

B. Riley Wealth Management, Inc.

Jun 30, 22

-9.23K

Corbenic Partners LLC

Jun 30, 22

-1.01M

PALLADIUM PARTNERS LLC

447.56K

Mar 31, 22

-652.53K

0.32%

Financial Planners of Cleveland, Inc.

105.13K

Mar 31, 22

+99.42K

0.08%

Permit Capital Advisors, LLC

54.27K

Mar 31, 22

+54.27K

0.04%

Winfield Associates, Inc.

33.50K

Mar 31, 22

+16.50K

0.02%

RITTER DANIHER FINANCIAL ADVISORY LLC

19.90K

Mar 31, 22

+2.00K

0.01%

Pineno Levin & Ford Asset Management, Inc.

8.54K

Dec 31, 21

+2.55K

0.01%

Homrich & Berg

1.89M

Sep 30, 21

+14.95K

1.35%

DERBY & COMPANY, INC

50.64K

Sep 30, 21

+15.70K

0.04%

PROFESSIONAL PLANNING

11.86K

Sep 30, 21

+3.58K

0.01%

Ameritas Investment Company, LLC

Sep 30, 21

-4.13K

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

4.01K

Jun 30, 21

0.00%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

20.39K

Dec 31, 20

+20.39K

0.01%

FCG ADVISORS, LLC

159.61K

Sep 30, 20

+17.79K

0.11%

3D ASSET MANAGEMENT, INC

142.28K

Sep 30, 20

+1.65K

0.10%

NORTHSTAR WEALTH PARTNERS LLC

4.90K

Sep 30, 20

+4.90K

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

23.84K

Dec 31, 19

+23.84K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

14.56K

Dec 31, 19

-2.83K

0.01%

Advisor Group, Inc.

14.18K

Dec 31, 19

+14.18K

0.01%

Shamrock Asset Management LLC

23.84K

Sep 30, 19

0.02%

Wealth & Pension Services Group, Inc.

16.28K

Sep 30, 19

-563

0.01%

Cypress Wealth Advisors LLC

5.89K

Mar 31, 19

0.00%