JPMorgan Municipal ETF(JMUB)

$49.09—Stale · unknown old

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JPMorgan Municipal ETF(JMUB)

USBATS • Last print unknown ago

$49.09—Stale · unknown old

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JMUB(JMUB)

JMUB

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Institutional Ownership

Top 601 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	12.12M	Jun 30, 26	-728.62K	7.11%
LPL Financial LLC	6.77M	Jun 30, 26	+567.57K	3.97%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.26M	Jun 30, 26	+492.87K	3.09%
Meeder Advisory Services, Inc.	4.39M	Jun 30, 26	+127.48K	2.57%
Cetera Investment Advisers	4.09M	Jun 30, 26	+453.84K	2.40%
AMERIPRISE FINANCIAL INC	3.26M	Jun 30, 26	+383.05K	1.91%
JONES FINANCIAL COMPANIES LLLP	3.12M	Jun 30, 26	+1.70M	1.83%
BANK OF AMERICA CORP /DE/	2.97M	Jun 30, 26	+233.32K	1.74%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.63M	Jun 30, 26	+361.37K	1.54%
ENVESTNET ASSET MANAGEMENT INC	2.19M	Jun 30, 26	+273.39K	1.28%
RAYMOND JAMES FINANCIAL INC	1.79M	Jun 30, 26	+50.36K	1.05%
CAPTRUST FINANCIAL ADVISORS	1.51M	Jun 30, 26	+230.74K	0.89%
Integrated Wealth Concepts LLC	1.35M	Jun 30, 26	+349.27K	0.79%
1900 WEALTH MANAGEMENT LLC	1.35M	Jun 30, 26	-55.16K	0.79%
Avantax Planning Partners, Inc.	1.34M	Jun 30, 26	+94.30K	0.78%
MORGAN STANLEY	1.26M	Jun 30, 26	+92.40K	0.74%
FORVIS Wealth Advisors, LLC	1.26M	Jun 30, 26	-12.83K	0.74%
Dynasty Wealth Management, LLC	1.15M	Jun 30, 26	+349.19K	0.67%
ADVISOR GROUP HOLDINGS, INC.	1.08M	Jun 30, 26	+100.25K	0.63%
Rockefeller Capital Management L.P.	993.03K	Jun 30, 26	+114.92K	0.58%
Asio Capital, LLC	965.27K	Jun 30, 26	+47.13K	0.57%
Brinker Capital Investments, LLC	873.91K	Jun 30, 26	-2.83K	0.51%
G2 CAPITAL MANAGEMENT, LLC / OH	810.35K	Jun 30, 26	+12.43K	0.48%
CENTRAL TRUST Co	793.28K	Jun 30, 26	+17.95K	0.47%
Equitable Holdings, Inc.	748.04K	Jun 30, 26	+13.38K	0.44%
COLLECTIVE FAMILY OFFICE LLC	728.06K	Jun 30, 26	+5.63K	0.43%
MML INVESTORS SERVICES, LLC	724.12K	Jun 30, 26	+160.03K	0.42%
TIAA Wealth Investment Management LLC	688.12K	Jun 30, 26	+63.09K	0.40%
AllGen Financial Advisors, Inc.	664.69K	Jun 30, 26	+431.90K	0.39%
Tortoise Investment Management, LLC	664.21K	Jun 30, 26	+73.08K	0.39%
MAI Capital Management	655.31K	Jun 30, 26	+1.68K	0.38%
BAILARD, INC.	653.47K	Jun 30, 26	-26.62K	0.38%
OpenArc Corporate Advisory, LLC	651.08K	Jun 30, 26	+169.50K	0.38%
HighTower Advisors, LLC	648.29K	Jun 30, 26	-176.25K	0.38%
ASSETMARK, INC	641.93K	Jun 30, 26	+22.83K	0.38%
CI Private Wealth, LLC	599.91K	Jun 30, 26	-76.38K	0.35%
ABLE Financial Group, LLC	582.55K	Jun 30, 26	+91.10K	0.34%
COMMONWEALTH EQUITY SERVICES, LLC	551.89K	Jun 30, 26	+66.70K	0.32%
Larson Financial Group LLC	537.67K	Jun 30, 26	+58.53K	0.32%
Lebenthal Global Advisors, LLC	520.74K	Jun 30, 26	+141.86K	0.31%
MATHER GROUP, LLC.	516.98K	Jun 30, 26	+41.72K	0.30%
Avidian Wealth Solutions, LLC	504.03K	Jun 30, 26	+27.36K	0.30%
Clearwater Capital Advisors, LLC	500.37K	Jun 30, 26	+19.94K	0.29%
Syntegra Private Wealth Group, LLC	484.96K	Jun 30, 26	+267.41K	0.28%
TRUIST FINANCIAL CORP	475.40K	Jun 30, 26	+42.43K	0.28%
Amplius Wealth Advisors, LLC	470.57K	Jun 30, 26	+85.96K	0.28%
Bridgewater Advisors Inc.	444.54K	Jun 30, 26	-135.63K	0.26%
Smith & Howard Wealth Management, LLC	432.99K	Jun 30, 26	-15.94K	0.25%
WELLS FARGO & COMPANY/MN	426.08K	Jun 30, 26	-8.15K	0.25%
Beacon Pointe Advisors, LLC	400.96K	Jun 30, 26	+389.62K	0.24%
IAG Wealth Partners, LLC	400.10K	Jun 30, 26	-13.12K	0.23%
INVENIO WEALTH PARTNERS LLC	397.28K	Jun 30, 26	+16.73K	0.23%
Savant Capital, LLC	385.07K	Jun 30, 26	+103.05K	0.23%
Diversified Portfolios, Inc.	380.32K	Jun 30, 26	+109.12K	0.22%
Clear Trail Advisors, LLC	369.73K	Jun 30, 26	+84.53K	0.22%
SAGESPRING WEALTH PARTNERS, LLC	359.31K	Jun 30, 26	+111.59K	0.21%
Summit Financial, LLC	356.90K	Jun 30, 26	+1.52K	0.21%
Apollon Wealth Management, LLC	356.31K	Jun 30, 26	+62.08K	0.21%
Nolet Wealth Management, LLC	346.48K	Jun 30, 26	-122.49K	0.20%
CGN Advisors LLC	345.17K	Jun 30, 26	-6.31K	0.20%
Cardinal Strategic Wealth Guidance	337.74K	Jun 30, 26	+337.74K	0.20%
ARQ WEALTH ADVISORS, LLC	336.22K	Jun 30, 26	+336.22K	0.20%
CFO4Life Group, LLC	331.94K	Jun 30, 26	+6.28K	0.19%
PW ADVISORS, LLC \ FL	329.86K	Jun 30, 26	+32.51K	0.19%
Cambridge Investment Research Advisors, Inc.	328.82K	Jun 30, 26	+17.90K	0.19%
Wealth Alliance Advisory Group, LLC	323.91K	Jun 30, 26	+7.00K	0.19%
HUNTINGTON NATIONAL BANK	322.22K	Jun 30, 26	-16.86K	0.19%
Harbor Group, Inc.	313.23K	Jun 30, 26	+4.15K	0.18%
Chesley Taft & Associates LLC	312.20K	Jun 30, 26	+31.50K	0.18%
Helen Stephens Group, LLC	304.15K	Jun 30, 26	+71.96K	0.18%
Magnus Financial Group LLC	289.68K	Jun 30, 26	+12.67K	0.17%
Per Stirling Capital Management, LLC.	288.09K	Jun 30, 26	-108	0.17%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	274.07K	Jun 30, 26	+39.24K	0.16%
Resources Investment Advisors, LLC.	267.14K	Jun 30, 26	+74.68K	0.16%
CONDOR CAPITAL MANAGEMENT	265.51K	Jun 30, 26	+3.25K	0.16%
Modern Wealth Management, LLC	261.91K	Jun 30, 26	+142.34K	0.15%
BlueStem Wealth Partners, LLC	257.35K	Jun 30, 26	-66.43K	0.15%
Hartford Financial Management Inc.	257.18K	Jun 30, 26	-27.30K	0.15%
KEYVANTAGE WEALTH, LLC	256.99K	Jun 30, 26	+116.48K	0.15%
PEAPACK GLADSTONE FINANCIAL CORP	251.19K	Jun 30, 26	+40.18K	0.15%
Capital Analysts, LLC	247.48K	Jun 30, 26	+47.81K	0.15%
HTG Investment Advisors, Inc.	245.30K	Jun 30, 26	+8.43K	0.14%
Legacy Financial Advisors, Inc.	230.77K	Jun 30, 26	+5.05K	0.14%
GREAT VALLEY ADVISOR GROUP, INC.	225.69K	Jun 30, 26	+44.01K	0.13%
RENAISSANCE TECHNOLOGIES LLC	224.89K	Jun 30, 26	+196.29K	0.13%
Leverty Financial Group, LLC	224.29K	Jun 30, 26	-19.82K	0.13%
Dodds Wealth, LLC	220.42K	Jun 30, 26	+18.22K	0.13%
Lido Advisors, LLC	219.31K	Jun 30, 26	-10.21K	0.13%
ROYAL BANK OF CANADA	219.00K	Jun 30, 26	+53.11K	0.13%
Vise Technologies, Inc.	211.10K	Jun 30, 26	+181.41K	0.12%
Rosenberg Matthew Hamilton	210.88K	Jun 30, 26	+25.31K	0.12%
Cornerstone Wealth Management, LLC	209.55K	Jun 30, 26	+11.69K	0.12%
STIFEL FINANCIAL CORP	209.54K	Jun 30, 26	+5.29K	0.12%
VERUS CAPITAL PARTNERS, LLC	209.10K	Jun 30, 26	+962	0.12%
Keudell/Morrison Wealth Management	204.59K	Jun 30, 26	+5.67K	0.12%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	203.95K	Jun 30, 26	+15.84K	0.12%
FOUNDERS FINANCIAL SECURITIES LLC	201.93K	Jun 30, 26	+11.11K	0.12%
SIMON QUICK ADVISORS, LLC	201.27K	Jun 30, 26	+1.82K	0.12%
Retirement Planning Group	193.80K	Jun 30, 26	+74.84K	0.11%
Oakwell Private Wealth Management, LLC	187.82K	Jun 30, 26	+13.37K	0.11%
NATIXIS ADVISORS, L.P.	182.96K	Jun 30, 26	+78.73K	0.11%
Private Advisor Group, LLC	179.78K	Jun 30, 26	-27.76K	0.11%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	168.45K	Jun 30, 26	+11.68K	0.10%
Waverly Advisors, LLC	167.31K	Jun 30, 26	+102.77K	0.10%
RiverFront Investment Group, LLC	166.53K	Jun 30, 26	+19.54K	0.10%
Summit Financial Strategies, Inc.	160.87K	Jun 30, 26	+3.38K	0.09%
Ameritas Advisory Services, LLC	160.61K	Jun 30, 26	+71.02K	0.09%
21 West Wealth Management LLC	159.63K	Jun 30, 26	+6.25K	0.09%
Skyline Advisors, Inc.	158.07K	Jun 30, 26	+2.31K	0.09%
FOSTER & MOTLEY INC	157.95K	Jun 30, 26	+85.34K	0.09%
Kestra Advisory Services, LLC	156.35K	Jun 30, 26	+11.04K	0.09%
PRINCIPAL SECURITIES, INC.	156.00K	Jun 30, 26	+37.28K	0.09%
CITADEL ADVISORS LLC	155.26K	Jun 30, 26	+15.90K	0.09%
CVA Family Office, LLC	152.29K	Jun 30, 26	+7.68K	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	150.60K	Jun 30, 26	+6.36K	0.09%
BAKER TILLY WEALTH MANAGEMENT, LLC	149.60K	Jun 30, 26	+18.70K	0.09%
Perigon Wealth Management, LLC	146.17K	Jun 30, 26	-7.69K	0.09%
Sequoia Financial Advisors, LLC	144.04K	Jun 30, 26	-64.66K	0.08%
RETIREMENT INCOME SOLUTIONS, INC	139.53K	Jun 30, 26	-1.96K	0.08%
Brio Consultants, LLC	137.46K	Jun 30, 26	+4.52K	0.08%
Newman Dignan & Sheerar, Inc.	137.00K	Jun 30, 26	+6.17K	0.08%
AdvisorNet Financial, Inc	136.03K	Jun 30, 26	+1.37K	0.08%
Merit Financial Group, LLC	135.79K	Jun 30, 26	+542	0.08%
CAHILL FINANCIAL ADVISORS INC	135.58K	Jun 30, 26	+954	0.08%
JFS WEALTH ADVISORS, LLC	132.24K	Jun 30, 26	+6.65K	0.08%
Boulder Wealth Advisors, LLC	130.63K	Jun 30, 26	+484	0.08%
TD Capital Management LLC	130.29K	Jun 30, 26	+17.45K	0.08%
Rice Partnership, LLC	129.87K	Jun 30, 26	+97.90K	0.08%
PARK AVENUE SECURITIES LLC	127.27K	Jun 30, 26	+23.59K	0.07%
AXXCESS WEALTH MANAGEMENT, LLC	126.01K	Jun 30, 26	+126.01K	0.07%
New Insight Wealth Advisors	123.27K	Jun 30, 26	+35.42K	0.07%
Prime Capital Investment Advisors, LLC	113.40K	Jun 30, 26	+10.24K	0.07%
WASHINGTON TRUST BANK	111.95K	Jun 30, 26	+29.02K	0.07%
JANE STREET GROUP, LLC	111.28K	Jun 30, 26	-545.14K	0.07%
Boston Standard Wealth Management, LLC	109.87K	Jun 30, 26	+4.18K	0.06%
HighPoint Advisor Group LLC	107.48K	Jun 30, 26	+5.04K	0.06%
Summit Wealth Partners, LLC	106.60K	Jun 30, 26	+2.48K	0.06%
NewEdge Wealth, LLC	106.02K	Jun 30, 26	+18.17K	0.06%
Crumly & Associates Inc.	105.54K	Jun 30, 26	+42.22K	0.06%
Uniting Wealth Partners, LLC	104.29K	Jun 30, 26	-2.87K	0.06%
Sanctuary Advisors, LLC	103.06K	Jun 30, 26	+65.20K	0.06%
BENJAMIN EDWARDS INC	101.91K	Jun 30, 26	+13.67K	0.06%
Shotwell Rutter Baer Inc	101.15K	Jun 30, 26	+9.15K	0.06%
Private Wealth Management Group, LLC	100.45K	Jun 30, 26	+2.30K	0.06%
Principle Wealth Partners LLC	99.72K	Jun 30, 26	+59.57K	0.06%
Hughes Financial Services, LLC	97.59K	Jun 30, 26	+8.17K	0.06%
MONETA GROUP INVESTMENT ADVISORS LLC	95.00K	Jun 30, 26	-6.78K	0.06%
Moss Adams Wealth Advisors LLC	92.64K	Jun 30, 26	+35.97K	0.05%
Landmark Wealth Management, LLC	89.61K	Jun 30, 26	-98	0.05%
Bleakley Financial Group, LLC	89.54K	Jun 30, 26	+72.75K	0.05%
Visionary Wealth Advisors	88.00K	Jun 30, 26	+1.71K	0.05%
DAYMARK WEALTH PARTNERS, LLC	87.51K	Jun 30, 26	+16.25K	0.05%
Buckingham Strategic Partners	85.05K	Jun 30, 26	+4.95K	0.05%
Jacobi Capital Management LLC	83.70K	Jun 30, 26	+4.00K	0.05%
Red Mountain Financial, LLC	81.30K	Jun 30, 26	+10.59K	0.05%
Compass Ion Advisors, LLC	81.29K	Jun 30, 26	+42.35K	0.05%
Janney Montgomery Scott LLC	79.88K	Jun 30, 26	+3.84K	0.05%
Resonant Capital Advisors, LLC	78.22K	Jun 30, 26	--	0.05%
Copper Harbor Investment Advisors, LLC	76.62K	Jun 30, 26	+76.62K	0.04%
Capital Advisors Wealth Management, LLC	76.09K	Jun 30, 26	+3.81K	0.04%
Colony Group, LLC	76.05K	Jun 30, 26	-1.25K	0.04%
Steward Partners Investment Advisory, LLC	74.51K	Jun 30, 26	-1.11K	0.04%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	74.22K	Jun 30, 26	+18.02K	0.04%
Unique Wealth Strategies, LLC	73.93K	Jun 30, 26	+1.03K	0.04%
NewEdge Advisors, LLC	73.35K	Jun 30, 26	+14.63K	0.04%
Storgate, LLC	73.33K	Jun 30, 26	+40.23K	0.04%
WealthCare Investment Partners, LLC	72.99K	Jun 30, 26	-37.35K	0.04%
NBT BANK N A /NY	70.39K	Jun 30, 26	+39.63K	0.04%
Zhang Financial LLC	69.61K	Jun 30, 26	+52.38K	0.04%
Intrua Financial, LLC	68.40K	Jun 30, 26	-3.27K	0.04%
FMA Wealth Management, LLC	67.92K	Jun 30, 26	-3.83K	0.04%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	66.59K	Jun 30, 26	-217	0.04%
Mariner, LLC	65.93K	Jun 30, 26	-10.62K	0.04%
Walkner Condon Financial Advisors LLC	64.03K	Jun 30, 26	+5.27K	0.04%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	62.98K	Jun 30, 26	-512	0.04%
Opal Wealth Advisors, LLC	62.75K	Jun 30, 26	+2.33K	0.04%
Leslie Global Wealth, LLC	62.64K	Jun 30, 26	+62.64K	0.04%
Mutual Advisors, LLC	62.42K	Jun 30, 26	+3.05K	0.04%
Clark Capital Management Group, Inc.	60.90K	Jun 30, 26	+209	0.04%
Presidio Capital Management, LLC	60.25K	Jun 30, 26	+12.13K	0.04%
Colter Lewis Investment Partners LLC	60.00K	Jun 30, 26	+60.00K	0.04%
MCCARTER PRIVATE WEALTH SERVICES LLC	59.25K	Jun 30, 26	+59.25K	0.03%
Quadcap Wealth Management, LLC	59.01K	Jun 30, 26	-8.37K	0.03%
First Financial Bank - Trust Division	57.67K	Jun 30, 26	+9.03K	0.03%
Investment Planning Advisors, Inc.	57.65K	Jun 30, 26	-711	0.03%
BTG Pactual Asset Management US LLC	57.14K	Jun 30, 26	+6.76K	0.03%
Hennion & Walsh Asset Management, Inc.	55.59K	Jun 30, 26	+4.93K	0.03%
UNIQUE WEALTH, LLC	55.21K	Jun 30, 26	+46.39K	0.03%
Whitegate Investment Counselors, Inc.	54.60K	Jun 30, 26	-1.94K	0.03%
FIFTH THIRD BANCORP	53.46K	Jun 30, 26	+10.57K	0.03%
Advisory Services Network, LLC	53.02K	Jun 30, 26	+20.00K	0.03%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	52.14K	Jun 30, 26	+9.54K	0.03%
Sterling Investment Advisors, Ltd.	50.80K	Jun 30, 26	+20.00K	0.03%
1015 Capital Partners, LLC	50.60K	Jun 30, 26	+7.10K	0.03%
IHT Wealth Management, LLC	50.25K	Jun 30, 26	+3.65K	0.03%
Balance Wealth, LLC	49.86K	Jun 30, 26	+3.07K	0.03%
Galvin, Gaustad & Stein, LLC	49.68K	Jun 30, 26	+256	0.03%
FIDUCIARY FINANCIAL ADVISORS	49.51K	Jun 30, 26	+42.48K	0.03%
Robertson Stephens Wealth Management, LLC	49.51K	Jun 30, 26	+7.12K	0.03%
Evergreen Wealth Solutions, LLC	48.68K	Jun 30, 26	+32.67K	0.03%
UBS Group AG	48.10K	Jun 30, 26	-8.37K	0.03%
Breakwater Capital Group	47.87K	Jun 30, 26	-11.11K	0.03%
Equity Wealth Partners, LLC	47.52K	Jun 30, 26	+2.40K	0.03%
Stratos Wealth Partners, LTD.	47.06K	Jun 30, 26	-976	0.03%
Higgins & Schmidt Wealth Strategies LLC	46.94K	Jun 30, 26	+422	0.03%
Atria Investments, Inc	46.26K	Jun 30, 26	+34.86K	0.03%
Lineweaver Wealth Advisors, LLC	46.06K	Jun 30, 26	-8.58K	0.03%
Brady Martz Wealth Solutions, LLC	45.81K	Jun 30, 26	-709	0.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	45.78K	Jun 30, 26	+4.00K	0.03%
Prentice Wealth Management LLC	43.60K	Jun 30, 26	-8.17K	0.03%
Juno Financial Group LLC	43.52K	Jun 30, 26	-196	0.03%
NFP Retirement, Inc.	42.82K	Jun 30, 26	+5	0.03%
Apella Capital, LLC	42.71K	Jun 30, 26	-2.58K	0.03%
Bernardo Wealth Planning LLC	41.50K	Jun 30, 26	-140	0.02%
Legacy Edge Advisors, LLC	41.25K	Jun 30, 26	+7.67K	0.02%
Valor Advisors LLC	41.09K	Jun 30, 26	--	0.02%
GFS Advisors, LLC	40.60K	Jun 30, 26	--	0.02%
United Advisor Group, LLC	40.25K	Jun 30, 26	-722	0.02%
Quantinno Capital Management LP	39.77K	Jun 30, 26	+39.77K	0.02%
Impact Investors, Inc	39.04K	Jun 30, 26	+7.63K	0.02%
MBM Wealth Consultants, LLC	38.36K	Jun 30, 26	+2.38K	0.02%
Elequin Securities, LLC	36.93K	Jun 30, 26	+36.93K	0.02%
Crusonia Wealth Advisors LLC	36.06K	Jun 30, 26	+18.02K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	35.86K	Jun 30, 26	+372	0.02%
Golden State Wealth Management, LLC	35.69K	Jun 30, 26	+2.23K	0.02%
WESBANCO BANK INC	35.42K	Jun 30, 26	-685	0.02%
J.W. COLE ADVISORS, INC.	35.41K	Jun 30, 26	+35.41K	0.02%
SRS Capital Advisors, Inc.	34.63K	Jun 30, 26	+30.58K	0.02%
Steel Peak Wealth Management LLC	34.26K	Jun 30, 26	-5.12K	0.02%
Spire Wealth Management	34.23K	Jun 30, 26	+927	0.02%
Linscomb & Williams, Inc.	34.04K	Jun 30, 26	+9.13K	0.02%
5T Wealth, LLC	33.93K	Jun 30, 26	-26.09K	0.02%
Pine Valley Investments Ltd Liability Co	33.13K	Jun 30, 26	+475	0.02%
Carter Financial, LLC	32.52K	Jun 30, 26	+6.86K	0.02%
Farther Finance Advisors, LLC	31.38K	Jun 30, 26	-94.56K	0.02%
McAdam, LLC	31.13K	Jun 30, 26	-6.17K	0.02%
Eqis Capital Management, Inc.	30.73K	Jun 30, 26	+5	0.02%
BKA Wealth Consulting, Inc.	30.52K	Jun 30, 26	+327	0.02%
Marion Wealth Management	30.52K	Jun 30, 26	--	0.02%
Seascape Capital Management	30.50K	Jun 30, 26	--	0.02%
Kooman & Associates	30.35K	Jun 30, 26	+438	0.02%
Friday Financial	30.25K	Jun 30, 26	+10.81K	0.02%
Philip James Wealth Mangement, LLC	30.14K	Jun 30, 26	-2.06K	0.02%
Marshall Financial Group LLC	30.09K	Jun 30, 26	--	0.02%
Inscription Capital, LLC	29.81K	Jun 30, 26	+92	0.02%
Family Investment Center, Inc.	29.65K	Jun 30, 26	+16.75K	0.02%
Daybright Advisory Services, Inc.	29.37K	Jun 30, 26	+384	0.02%
PRIVATE TRUST CO NA	29.19K	Jun 30, 26	+4.67K	0.02%
Talisman Wealth Advisors LLC	29.14K	Jun 30, 26	+29.14K	0.02%
Beaumont Financial Advisors, LLC	29.04K	Jun 30, 26	-250	0.02%
TBH Global Asset Management, LLC	28.99K	Jun 30, 26	+1.46K	0.02%
Advyzon Investment Management, LLC	28.25K	Jun 30, 26	+3.48K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	27.93K	Jun 30, 26	+3.34K	0.02%
Diversify Advisory Services, LLC	27.93K	Jun 30, 26	+27.93K	0.02%
Concurrent Investment Advisors, LLC	27.75K	Jun 30, 26	-342	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	27.66K	Jun 30, 26	+2.19K	0.02%
Baird Financial Group, Inc.	27.53K	Jun 30, 26	-1.55K	0.02%
IFP Advisors, Inc	27.43K	Jun 30, 26	+4.46K	0.02%
Tandem Financial, LLC	26.85K	Jun 30, 26	+1.66K	0.02%
Wealth Alliance	26.65K	Jun 30, 26	-577	0.02%
Synergy Investment Management, LLC	26.48K	Jun 30, 26	+219	0.02%
FAS Wealth Partners, Inc.	26.40K	Jun 30, 26	+1.57K	0.02%
HARBOUR INVESTMENTS, INC.	26.35K	Jun 30, 26	+871	0.02%
Cyr Financial Inc.	25.51K	Jun 30, 26	+254	0.01%
CROBAN	25.48K	Jun 30, 26	-403	0.01%
Kingsview Wealth Management, LLC	25.26K	Jun 30, 26	+9.01K	0.01%
Beta Wealth Group, Inc.	25.23K	Jun 30, 26	-2.39K	0.01%
NWF Advisory Services Inc.	25.13K	Jun 30, 26	+2.78K	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	24.44K	Jun 30, 26	+24.44K	0.01%
Dorsey & Whitney Trust CO LLC	24.36K	Jun 30, 26	-935	0.01%
Rossby Financial, LCC	24.15K	Jun 30, 26	+407	0.01%
Wealthcare Advisory Partners LLC	24.07K	Jun 30, 26	+752	0.01%
Forum Private Client Group LLC	24.04K	Jun 30, 26	+456	0.01%
Allied Private Wealth LLC	23.43K	Jun 30, 26	+23.43K	0.01%
Bernicke Wealth Management, Ltd.	23.32K	Jun 30, 26	-2.95K	0.01%
WealthPlan Investment Management, LLC	22.26K	Jun 30, 26	+1.26K	0.01%
FF Advisors,LLC	22.17K	Jun 30, 26	+74	0.01%
Envestnet Portfolio Solutions, Inc.	22.09K	Jun 30, 26	+1.46K	0.01%
VISTA INVESTMENT MANAGEMENT	22.02K	Jun 30, 26	-315	0.01%
Conrad Siegel Investment Advisors, Inc.	21.86K	Jun 30, 26	+11.99K	0.01%
Boyd Wealth Management, LLC	21.52K	Jun 30, 26	+12.26K	0.01%
Centerline Wealth Advisors, LLC	20.66K	Jun 30, 26	+8.13K	0.01%
VestGen Advisors, LLC	20.64K	Jun 30, 26	-130	0.01%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	20.55K	Jun 30, 26	+20.55K	0.01%
King Wealth	20.53K	Jun 30, 26	+20.53K	0.01%
PLANNING DIRECTIONS INC	20.25K	Jun 30, 26	+184	0.01%
Wealth Enhancement Trust Services, Inc.	20.25K	Jun 30, 26	+3.43K	0.01%
LOCKERMAN FINANCIAL GROUP, INC.	20.24K	Jun 30, 26	-211	0.01%
CAMBIENT FAMILY OFFICE, LLC	20.18K	Jun 30, 26	+20.18K	0.01%
Aptus Capital Advisors, LLC	20.11K	Jun 30, 26	+5.40K	0.01%
High Net Worth Advisory Group LLC	20.00K	Jun 30, 26	--	0.01%
CHOREO, LLC	19.88K	Jun 30, 26	--	0.01%
Collaborative Wealth Managment Inc.	19.85K	Jun 30, 26	+748	0.01%
Sand Hill Global Advisors, LLC	19.81K	Jun 30, 26	-2.89K	0.01%
Apollon Financial, LLC	19.76K	Jun 30, 26	+31	0.01%
Perennial Advisors, LLC	19.68K	Jun 30, 26	+825	0.01%
Immaculate Wealth Management LLC	18.84K	Jun 30, 26	-4.16K	0.01%
Sequent Planning LLC	18.33K	Jun 30, 26	+2.14K	0.01%
Compass Wealth Management, LLC/GA	18.24K	Jun 30, 26	+103	0.01%
Everest Financial Group LLC	18.03K	Jun 30, 26	+3.35K	0.01%
Sigma Planning Corp	18.00K	Jun 30, 26	+1.66K	0.01%
Western Wealth Management, LLC	17.95K	Jun 30, 26	+4.04K	0.01%
Creative Planning	17.87K	Jun 30, 26	-873	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	17.82K	Jun 30, 26	--	0.01%
WCG Wealth Advisors LLC	17.62K	Jun 30, 26	-855	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.33K	Jun 30, 26	+142	0.01%
Savvy Advisors, Inc.	17.19K	Jun 30, 26	+8	0.01%
SouthState Corp	16.36K	Jun 30, 26	-1.00K	0.01%
Crane Advisory, LLC	16.28K	Jun 30, 26	+7.94K	0.01%
Entelevest, LLC	16.28K	Jun 30, 26	+3.92K	0.01%
Brookwood Investment Group LLC	16.02K	Jun 30, 26	-2.32K	0.01%
Arbor Investment Advisors, LLC	15.72K	Jun 30, 26	--	0.01%
IMA Wealth, Inc.	15.64K	Jun 30, 26	+15.64K	0.01%
Financial Strategies Group, Inc.	15.54K	Jun 30, 26	+884	0.01%
Cauble & Harre Wealth Management, Inc.	15.40K	Jun 30, 26	--	0.01%
D'Orazio & Associates, Inc.	14.96K	Jun 30, 26	+365	0.01%
Arkadios Wealth Advisors	14.93K	Jun 30, 26	-1.89K	0.01%
BNP PARIBAS ARBITRAGE, SNC	14.63K	Jun 30, 26	+14.48K	0.01%
Prosperity Consulting Group, LLC	14.58K	Jun 30, 26	--	0.01%
Lakeridge Wealth Management LLC	14.57K	Jun 30, 26	+760	0.01%
Peterson Wealth Advisors, LLC	13.78K	Jun 30, 26	-60	0.01%
Pure Financial Advisors, LLC	13.50K	Jun 30, 26	+100	0.01%
NCM Capital Management, LLC	13.40K	Jun 30, 26	+4.90K	0.01%
Lifestyle Asset Management, Inc.	13.32K	Jun 30, 26	+257	0.01%
Barnes Wealth Management Group, Inc	13.12K	Jun 30, 26	+157	0.01%
Crews Bank & Trust	12.95K	Jun 30, 26	+187	0.01%
Parallel Advisors, LLC	12.66K	Jun 30, 26	+38	0.01%
BLUEDOOR PRIVATE WEALTH, LLC	12.60K	Jun 30, 26	--	0.01%
Clarity Retirement & Wealth, LLC	12.40K	Jun 30, 26	+694	0.01%
HICKS CAPITAL MANAGEMENT LLC	12.20K	Jun 30, 26	+1.11K	0.01%
OPPENHEIMER & CO INC	12.14K	Jun 30, 26	-764	0.01%
LWM Advisory Services, LLC	11.52K	Jun 30, 26	-73.84K	0.01%
DRIVE WEALTH MANAGEMENT, LLC	11.39K	Jun 30, 26	-594	0.01%
Aurdan Capital Management, LLC	11.11K	Jun 30, 26	+11.11K	0.01%
Global Wealth Management Investment Advisory, Inc.	11.07K	Jun 30, 26	+3.07K	0.01%
Avestar Capital, LLC	11.02K	Jun 30, 26	--	0.01%
Milestone Investment Advisors LLC	10.90K	Jun 30, 26	--	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	10.86K	Jun 30, 26	-2.77K	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	10.84K	Jun 30, 26	-874	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	10.70K	Jun 30, 26	+3.79K	0.01%
Clear Point Advisors Inc.	10.68K	Jun 30, 26	+10.68K	0.01%
SWMG, LLC	10.65K	Jun 30, 26	+144	0.01%
BCGM Wealth Management, LLC	10.62K	Jun 30, 26	-8.56K	0.01%
Mallini Complete Financial Planning LLC	10.60K	Jun 30, 26	--	0.01%
NORTHERN TRUST CORP	10.54K	Jun 30, 26	+273	0.01%
OPTIMA CAPITAL LLC	10.38K	Jun 30, 26	+484	0.01%
ACIMA PRIVATE WEALTH, LLC	10.29K	Jun 30, 26	+1.69K	0.01%
Blue Water Asset Management	10.18K	Jun 30, 26	+875	0.01%
RED REEF ADVISORS LLC	10.05K	Jun 30, 26	-2.38K	0.01%
BlueChip Wealth Advisors LLC	10.00K	Jun 30, 26	+10.00K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	9.96K	Jun 30, 26	+7	0.01%
MGO ONE SEVEN LLC	9.60K	Jun 30, 26	+5.13K	0.01%
Commonwealth Financial Services, LLC	9.58K	Jun 30, 26	-4.89K	0.01%
FIFTH THIRD SECURITIES, INC.	9.54K	Jun 30, 26	+682	0.01%
Axis Wealth Partners, LLC	9.52K	Jun 30, 26	+570	0.01%
Arlington Financial Advisors, LLC	9.41K	Jun 30, 26	+666	0.01%
GGM Financials LLC	9.34K	Jun 30, 26	-967	0.01%
Jeter Robert S II	9.20K	Jun 30, 26	-138	0.01%
Choice Wealth Advisors, LLC	9.13K	Jun 30, 26	--	0.01%
NICOLET BANKSHARES INC	9.00K	Jun 30, 26	--	0.01%
BOSTON FAMILY OFFICE LLC	8.96K	Jun 30, 26	+2.00K	0.01%
SAXON INTERESTS, INC.	8.89K	Jun 30, 26	--	0.01%
Global Financial Private Client, LLC	8.69K	Jun 30, 26	--	0.01%
QUADRANT CAPITAL GROUP LLC	8.61K	Jun 30, 26	--	0.01%
D.A. DAVIDSON & CO.	8.61K	Jun 30, 26	+1.00K	0.01%
Qube Research & Technologies Ltd	8.56K	Jun 30, 26	+8.41K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.46K	Jun 30, 26	--	0.00%
Putney Financial Group LLC	8.45K	Jun 30, 26	+8.45K	0.00%
CALTON & ASSOCIATES, INC.	8.45K	Jun 30, 26	-97	0.00%
Essex Financial Services, Inc.	8.14K	Jun 30, 26	+2.17K	0.00%
Johnson Bixby & Associates, LLC	7.91K	Jun 30, 26	--	0.00%
Timmons Wealth Management, LLC	7.91K	Jun 30, 26	-24.80K	0.00%
Investor's Fiduciary Advisor Network, LLC	7.87K	Jun 30, 26	--	0.00%
Cerity Partners LLC	7.87K	Jun 30, 26	-46.61K	0.00%
LM Advisors LLC	7.77K	Jun 30, 26	+7.77K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	7.76K	Jun 30, 26	-2.03K	0.00%
Gateway Wealth Partners, LLC	7.74K	Jun 30, 26	-2.75K	0.00%
XY Planning Network, Inc.	7.72K	Jun 30, 26	+7.72K	0.00%
PDS Planning, Inc	7.71K	Jun 30, 26	-236	0.00%
W.H. Cornerstone Investments Inc.	7.66K	Jun 30, 26	+28	0.00%
LAUREL OAK WEALTH MANAGEMENT, LLC	7.58K	Jun 30, 26	--	0.00%
Meridian Financial, LLC	7.39K	Jun 30, 26	+500	0.00%
Lionshead Wealth Management, LLC	7.35K	Jun 30, 26	+9	0.00%
BLAIR WILLIAM & CO/IL	7.26K	Jun 30, 26	+1.00K	0.00%
Wealthspire Advisors, LLC	7.15K	Jun 30, 26	--	0.00%
Mason & Associates Inc	7.14K	Jun 30, 26	-2.22K	0.00%
GENESIS PRIVATE WEALTH, LLC	6.99K	Jun 30, 26	+227	0.00%
Bond & Devick Financial Network, Inc.	6.85K	Jun 30, 26	+6	0.00%
Global Retirement Partners, LLC	6.82K	Jun 30, 26	+6.82K	0.00%
DAVENPORT & Co LLC	6.82K	Jun 30, 26	-1.49K	0.00%
Evercore Wealth Management, LLC	6.79K	Jun 30, 26	--	0.00%
Peck Wealth Management, LLC	6.76K	Jun 30, 26	-3.77K	0.00%
Vawter Financial, Ltd.	6.57K	Jun 30, 26	-3.50K	0.00%
SageView Advisory Group, LLC	6.47K	Jun 30, 26	+7	0.00%
Embree Financial Group	6.46K	Jun 30, 26	+6.46K	0.00%
SIERRA OCEAN, LLC	6.36K	Jun 30, 26	+58	0.00%
WealthPLAN Partners, LLC	6.30K	Jun 30, 26	+6.30K	0.00%
Teamwork Financial Advisors, LLC	6.29K	Jun 30, 26	+20	0.00%
Stirlingshire Investments, Inc.	6.23K	Jun 30, 26	--	0.00%
Dynamic Advisor Solutions LLC	6.22K	Jun 30, 26	-3.41K	0.00%
BARNES PETTEY FINANCIAL ADVISORS, LLC	6.11K	Jun 30, 26	+6.11K	0.00%
HOWARD WEALTH MANAGEMENT, LLC	5.98K	Jun 30, 26	+355	0.00%
Leading Edge Financial Planning LLC	5.92K	Jun 30, 26	+5.92K	0.00%
Cyndeo Wealth Partners, LLC	5.87K	Jun 30, 26	+1.64K	0.00%
B. Riley Wealth Advisors, Inc.	5.87K	Jun 30, 26	+5.87K	0.00%
VisionPoint Advisory Group, LLC	5.87K	Jun 30, 26	+242	0.00%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	5.61K	Jun 30, 26	+695	0.00%
Sincerus Advisory, LLC	5.60K	Jun 30, 26	+1.02K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	5.55K	Jun 30, 26	-19.09K	0.00%
LAKE STREET FINANCIAL LLC	5.50K	Jun 30, 26	+500	0.00%
KFA Private Wealth Group, LLC	5.48K	Jun 30, 26	+2	0.00%
Roberts Wealth Advisors, LLC	5.39K	Jun 30, 26	+1.00K	0.00%
Gryphon Financial Partners LLC	5.37K	Jun 30, 26	-320	0.00%
Cadent Capital Advisors, LLC	5.32K	Jun 30, 26	+5.32K	0.00%
Certified Advisory Corp	5.31K	Jun 30, 26	--	0.00%
Saxony Capital Management, LLC	5.27K	Jun 30, 26	--	0.00%
Stone Point Wealth LLC	5.26K	Jun 30, 26	--	0.00%
FMR LLC	5.21K	Jun 30, 26	+610	0.00%
Noble Wealth Partners LLC	5.21K	Jun 30, 26	+5.21K	0.00%
StrongBox Wealth, LLC	5.18K	Jun 30, 26	--	0.00%
USAdvisors Wealth Management, LLC	5.13K	Jun 30, 26	+42	0.00%
Madison Wealth Partners, Inc	5.12K	Jun 30, 26	+17	0.00%
Ashton Thomas Private Wealth, LLC	5.06K	Jun 30, 26	-201	0.00%
Centurion Wealth Management LLC	5.05K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	5.04K	Jun 30, 26	+3	0.00%
Firestone Capital Management	5.04K	Jun 30, 26	-522	0.00%
XTX Topco Ltd	5.04K	Jun 30, 26	+238	0.00%
One Capital Management, LLC	5.02K	Jun 30, 26	--	0.00%
CHARTER RESEARCH & INVESTMENT GROUP, INC.	5.01K	Jun 30, 26	+13	0.00%
Pinnacle Financial Partners, Inc.	4.98K	Jun 30, 26	+198	0.00%
Cedar Point Capital Partners, LLC	4.88K	Jun 30, 26	-5.81K	0.00%
STEPHENS INC /AR/	4.87K	Jun 30, 26	--	0.00%
Financial Futures Ltd Liability Co.	4.86K	Jun 30, 26	+4.86K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	4.83K	Jun 30, 26	-2.69K	0.00%
Belpointe Asset Management LLC	4.80K	Jun 30, 26	+4.80K	0.00%
PKS Advisory Services, LLC	4.78K	Jun 30, 26	+4.78K	0.00%
ENTREWEALTH, LLC	4.77K	Jun 30, 26	+4.77K	0.00%
Millington Financial Advisors, LLC	4.70K	Jun 30, 26	--	0.00%
Independence Asset Advisors, LLC	4.65K	Jun 30, 26	+4.65K	0.00%
Buck Wealth Strategies, LLC	4.58K	Jun 30, 26	--	0.00%
Signature Wealth Management Partners, LLC	4.58K	Jun 30, 26	--	0.00%
SUMMIT WEALTH GROUP LLC / CO	4.57K	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	4.50K	Jun 30, 26	-19	0.00%
Allworth Financial LP	4.45K	Jun 30, 26	-253.72K	0.00%
C M BIDWELL & ASSOCIATES LTD	4.34K	Jun 30, 26	--	0.00%
CALIBER WEALTH MANAGEMENT, LLC / KS	4.31K	Jun 30, 26	+6	0.00%
Prospera Financial Services Inc	4.23K	Jun 30, 26	-17.32K	0.00%
US BANCORP \DE\	4.23K	Jun 30, 26	--	0.00%
GENTRY PRIVATE WEALTH, LLC	4.19K	Jun 30, 26	+4.19K	0.00%
Navigate Wealth Management, LLC	4.17K	Jun 30, 26	--	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	4.15K	Jun 30, 26	+10	0.00%
BLUELINE ADVISORS LLC	4.15K	Jun 30, 26	+1.33K	0.00%
GOLDMAN SACHS GROUP INC	4.09K	Jun 30, 26	-223.86K	0.00%
Northwest Financial Advisors	4.08K	Jun 30, 26	-305	0.00%
Koshinski Asset Management, Inc.	4.04K	Jun 30, 26	+4.04K	0.00%
FIRST INTERSTATE BANK	4.01K	Jun 30, 26	+4.01K	0.00%
Kathmere Capital Management, LLC	4.00K	Jun 30, 26	+4.00K	0.00%
CWA Asset Management Group, LLC	3.96K	Jun 30, 26	+3.96K	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	3.95K	Jun 30, 26	-245	0.00%
Vanguard National Trust Co	3.89K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	3.82K	Jun 30, 26	+3.82K	0.00%
AE Wealth Management LLC	3.64K	Jun 30, 26	-1.20K	0.00%
Vision Retirement, LLC	3.43K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	3.32K	Jun 30, 26	-42.96K	0.00%
Signature Equity Partners, LLC	2.71K	Jun 30, 26	+304	0.00%
Trust Co	2.61K	Jun 30, 26	-376	0.00%
CARY STREET PARTNERS FINANCIAL LLC	2.58K	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	2.53K	Jun 30, 26	+158	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	2.53K	Jun 30, 26	-1.33K	0.00%
Longview Financial Advisors LLC	2.30K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.28K	Jun 30, 26	-2.45K	0.00%
Clearstead Advisors, LLC	2.27K	Jun 30, 26	+2.27K	0.00%
TRUST CO OF TOLEDO NA /OH/	2.20K	Jun 30, 26	-1.08K	0.00%
MB, LEVIS & ASSOCIATES, LLC	2.05K	Jun 30, 26	+17	0.00%
Cassaday & Co Wealth Management LLC	1.79K	Jun 30, 26	-386	0.00%
Smartleaf Asset Management LLC	1.61K	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	1.37K	Jun 30, 26	+3	0.00%
Essential Investment Partners LLC	1.15K	Jun 30, 26	--	0.00%
Lavaca Capital LLC	1.11K	Jun 30, 26	+147	0.00%
HAZLETT, BURT & WATSON, INC.	1.10K	Jun 30, 26	+10	0.00%
Founders Financial Alliance, LLC	1.00K	Jun 30, 26	+1.00K	0.00%
Burk Holdings LLC	988	Jun 30, 26	--	0.00%
SHP Wealth Management	934	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	881	Jun 30, 26	+8	0.00%
Keating Financial Advisory Services, Inc.	800	Jun 30, 26	--	0.00%
GeoWealth Management, LLC	789	Jun 30, 26	+789	0.00%
EverSource Wealth Advisors, LLC	709	Jun 30, 26	--	0.00%
Wellington Grp LLC	625	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	594	Jun 30, 26	+298	0.00%
GODSEY & GIBB, INC	541	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	500	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	426	Jun 30, 26	--	0.00%
DecisionPoint Financial, LLC	420	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	403	Jun 30, 26	+4	0.00%
Fourth Dimension Wealth, LLC	310	Jun 30, 26	+1	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	307	Jun 30, 26	+159	0.00%
Basepoint Wealth LLC	303	Jun 30, 26	-6	0.00%
CoreCap Advisors, LLC	287	Jun 30, 26	-2.63K	0.00%
WHITTIER TRUST CO OF NEVADA INC	279	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	240	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	211	Jun 30, 26	--	0.00%
TUCKER ASSET MANAGEMENT LLC	210	Jun 30, 26	+210	0.00%
NBC SECURITIES, INC.	194	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	166	Jun 30, 26	+166	0.00%
Axiom Investment Management LLC	132	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	103	Jun 30, 26	+103	0.00%
Imprint Wealth LLC	85	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	82	Jun 30, 26	+82	0.00%
Institute for Wealth Management, LLC.	46	Jun 30, 26	+46	0.00%
Quent Capital, LLC	44	Jun 30, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	18	Jun 30, 26	+2	0.00%
Russell Investments Group, Ltd.	1	Jun 30, 26	--	0.00%
Chicago Partners Investment Group LLC	--	Jun 30, 26	-4.68K	--
LAVELLE CAPITAL LP	--	Jun 30, 26	-40.34K	--
Alpha Financial Partners, LLC	--	Jun 30, 26	-5.61K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Jun 30, 26	-11.31K	--
49 WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-36.89K	--
BOYUM WEALTH ARCHITECTS LLC	--	Jun 30, 26	-10.97K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-5.62K	--
Goodman Advisory Group, LLC	--	Jun 30, 26	-728	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-9.35K	--
Hilton Head Capital Partners, LLC	--	Jun 30, 26	-76	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-75.16K	--
BOKF, NA	--	Jun 30, 26	-3.13K	--
Golden State Equity Partners	--	Jun 30, 26	-45.49K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-399	--
CREATIVE FINANCIAL DESIGNS INC /ADV	--	Jun 30, 26	-200	--
Financial Partners Group, Inc	--	Jun 30, 26	-5.47K	--
Root Financial Partners, LLC	--	Jun 30, 26	-2.69K	--
OMNI 360 Wealth, Inc.	--	Jun 30, 26	-5.78K	--
Goodwin Investment Advisory	--	Jun 30, 26	-5.91K	--
Independent Advisor Alliance	--	Jun 30, 26	-68.59K	--
American Trust	--	Jun 30, 26	-48.72K	--
Wealth Preservation Advisors, LLC	--	Jun 30, 26	-127	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-1.27K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-9.30K	--
BROWN BROTHERS HARRIMAN & CO	--	Jun 30, 26	-668	--
Westmount Partners, LLC	--	Jun 30, 26	-6.99K	--
Mills Wealth Advisors LLC	--	Jun 30, 26	-42.96K	--
VICUS CAPITAL	--	Jun 30, 26	-81.71K	--
CWM, LLC	632.19K	Mar 31, 26	+117.11K	0.37%
TruWealth Advisors, LLC	104.56K	Mar 31, 26	+899	0.06%
Marmo Financial Group, LLC	55.40K	Mar 31, 26	-1.50K	0.03%
Financial Connections Group, Inc.	51.03K	Mar 31, 26	-3.53K	0.03%
Leo Wealth, LLC	21.31K	Mar 31, 26	+4.89K	0.01%
Signature Wealth Management Group	5.79K	Mar 31, 26	+5.79K	0.00%
INTEGRITY WEALTH ADVISORS, INC.	5.67K	Mar 31, 26	+1.28K	0.00%
U.S. Capital Wealth Advisors, LLC	4.70K	Mar 31, 26	-2.53K	0.00%
Sunbelt Securities, Inc.	22	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	--	Mar 31, 26	-565	--
Stephens Consulting, LLC	372.93K	Dec 31, 25	+2.58K	0.22%
MidWestOne Financial Group, Inc.	44.53K	Dec 31, 25	+40.49K	0.03%
COMERICA BANK	35.60K	Dec 31, 25	+28.86K	0.02%
ORG Partners LLC	14.49K	Dec 31, 25	+6.29K	0.01%
Bowman & Co S.C.	6.55K	Dec 31, 25	+1.26K	0.00%
CIBC Private Wealth Group, LLC	1.17K	Dec 31, 25	+1.09K	0.00%
McCarthy & Cox	--	Dec 31, 25	-15.52K	--
Shorepoint Capital Partners LLC	140.64K	Sep 30, 25	+140.64K	0.08%
Apexium Financial, LP	126.61K	Sep 30, 25	+117	0.07%
Obsidian Personal Planning Solutions LLC	76.13K	Sep 30, 25	+7.19K	0.04%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	12.13K	Sep 30, 25	+12.13K	0.01%
OAK HILL WEALTH ADVISORS, LLC	6.42K	Sep 30, 25	-29	0.00%
Masso Torrence Wealth Management Inc.	6.00K	Sep 30, 25	--	0.00%
West Oak Capital, LLC	--	Sep 30, 25	-4.70K	--
AVANTAX ADVISORY SERVICES, INC.	897.84K	Jun 30, 25	+862.47K	0.53%
Martin Worley Group	144.92K	Jun 30, 25	-6.13K	0.08%
OLYMPUS WEALTH MANAGEMENT, LLC	117.15K	Jun 30, 25	+3.20K	0.07%
First Horizon Advisors, Inc.	52.34K	Jun 30, 25	+379	0.03%
Congress Wealth Management LLC / DE /	42.34K	Jun 30, 25	-978	0.02%
Summit X, LLC	26.26K	Jun 30, 25	-1.01K	0.02%
Good Life Advisors, LLC	20.99K	Jun 30, 25	-35	0.01%
Blue Investment Partners LLC	4.95K	Jun 30, 25	+451	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-7.07K	--
Orion Portfolio Solutions, LLC	648.64K	Mar 31, 25	+648.64K	0.38%
Marcum Wealth, LLC	315.77K	Mar 31, 25	-17.62K	0.19%
Aveo Capital Partners, LLC	160.85K	Mar 31, 25	-95.23K	0.09%
Morningstar Investment Services LLC	28.12K	Mar 31, 25	-23.50K	0.02%
Transform Wealth, LLC	4.80K	Mar 31, 25	--	0.00%
Riggs Capital Management LLC	34.14K	Dec 31, 24	+34.14K	0.02%
PRIVATE CAPITAL MANAGEMENT LLC	14.27K	Dec 31, 24	+9.33K	0.01%
SignalPoint Asset Management, LLC	7.44K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	914.79K	Sep 30, 24	+61.31K	0.54%
RAYMOND JAMES & ASSOCIATES	404.25K	Sep 30, 24	+115.69K	0.24%
Platte River Wealth Advisors, LLC	150.72K	Sep 30, 24	+7.88K	0.09%
FinTrust Capital Advisors, LLC	14.19K	Sep 30, 24	+13.08K	0.01%
RAYMOND JAMES TRUST N.A.	5.32K	Sep 30, 24	+5.32K	0.00%
Carmichael Hill & Associates, Inc.	1.37K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	15.92K	Jun 30, 24	-10	0.01%
Gratus Capital LLC	14.01K	Jun 30, 24	+7.00K	0.01%
ICA Group Wealth Management, LLC	1.17K	Jun 30, 24	+450	0.00%
Atlas Private Wealth Management	115.80K	Mar 31, 24	+5.86K	0.07%
Cetera Advisor Networks LLC	40.68K	Mar 31, 24	+10.81K	0.02%
Cetera Advisors LLC	29.15K	Mar 31, 24	+7.37K	0.02%
InterOcean Capital Group, LLC	4.83K	Mar 31, 24	+4.83K	0.00%
Bartlett & Co. LLC	24.43K	Dec 31, 23	+24.43K	0.01%
StrategIQ Financial Group, LLC	14.18K	Dec 31, 23	+14.18K	0.01%
3D/L Capital Management, LLC	50.94K	Sep 30, 23	+50.94K	0.03%
MCMILLION CAPITAL MANAGEMENT INC	14.72K	Jun 30, 23	--	0.01%
Beaumont Financial Partners, LLC	55.66K	Sep 30, 22	-4.15K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	728	Dec 31, 19	--	0.00%
BB&T SECURITIES, LLC	5.21K	Sep 30, 19	+5.21K	0.00%

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

12.12M

Jun 30, 26

-728.62K

7.11%

LPL Financial LLC

6.77M

Jun 30, 26

+567.57K

3.97%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.26M

Jun 30, 26

+492.87K

3.09%

Meeder Advisory Services, Inc.

4.39M

Jun 30, 26

+127.48K

2.57%

Cetera Investment Advisers

4.09M

Jun 30, 26

+453.84K

2.40%

AMERIPRISE FINANCIAL INC

3.26M

Jun 30, 26

+383.05K

1.91%

JONES FINANCIAL COMPANIES LLLP

3.12M

Jun 30, 26

+1.70M

1.83%

BANK OF AMERICA CORP /DE/

2.97M

Jun 30, 26

+233.32K

1.74%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.63M

Jun 30, 26

+361.37K

1.54%

ENVESTNET ASSET MANAGEMENT INC

2.19M

Jun 30, 26

+273.39K

1.28%

RAYMOND JAMES FINANCIAL INC

1.79M

Jun 30, 26

+50.36K

1.05%

CAPTRUST FINANCIAL ADVISORS

1.51M

Jun 30, 26

+230.74K

0.89%

Integrated Wealth Concepts LLC

1.35M

Jun 30, 26

+349.27K

0.79%

1900 WEALTH MANAGEMENT LLC

1.35M

Jun 30, 26

-55.16K

0.79%

Avantax Planning Partners, Inc.

1.34M

Jun 30, 26

+94.30K

0.78%

MORGAN STANLEY

1.26M

Jun 30, 26

+92.40K

0.74%

FORVIS Wealth Advisors, LLC

1.26M

Jun 30, 26

-12.83K

0.74%

Dynasty Wealth Management, LLC

1.15M

Jun 30, 26

+349.19K

0.67%

ADVISOR GROUP HOLDINGS, INC.

1.08M

Jun 30, 26

+100.25K

0.63%

Rockefeller Capital Management L.P.

993.03K

Jun 30, 26

+114.92K

0.58%

Asio Capital, LLC

965.27K

Jun 30, 26

+47.13K

0.57%

Brinker Capital Investments, LLC

873.91K

Jun 30, 26

-2.83K

0.51%

G2 CAPITAL MANAGEMENT, LLC / OH

810.35K

Jun 30, 26

+12.43K

0.48%

CENTRAL TRUST Co

793.28K

Jun 30, 26

+17.95K

0.47%

Equitable Holdings, Inc.

748.04K

Jun 30, 26

+13.38K

0.44%

COLLECTIVE FAMILY OFFICE LLC

728.06K

Jun 30, 26

+5.63K

0.43%

MML INVESTORS SERVICES, LLC

724.12K

Jun 30, 26

+160.03K

0.42%

TIAA Wealth Investment Management LLC

688.12K

Jun 30, 26

+63.09K

0.40%

AllGen Financial Advisors, Inc.

664.69K

Jun 30, 26

+431.90K

0.39%

Tortoise Investment Management, LLC

664.21K

Jun 30, 26

+73.08K

0.39%

MAI Capital Management

655.31K

Jun 30, 26

+1.68K

0.38%

BAILARD, INC.

653.47K

Jun 30, 26

-26.62K

0.38%

OpenArc Corporate Advisory, LLC

651.08K

Jun 30, 26

+169.50K

0.38%

HighTower Advisors, LLC

648.29K

Jun 30, 26

-176.25K

0.38%

ASSETMARK, INC

641.93K

Jun 30, 26

+22.83K

0.38%

CI Private Wealth, LLC

599.91K

Jun 30, 26

-76.38K

0.35%

ABLE Financial Group, LLC

582.55K

Jun 30, 26

+91.10K

0.34%

COMMONWEALTH EQUITY SERVICES, LLC

551.89K

Jun 30, 26

+66.70K

0.32%

Larson Financial Group LLC

537.67K

Jun 30, 26

+58.53K

0.32%

Lebenthal Global Advisors, LLC

520.74K

Jun 30, 26

+141.86K

0.31%

MATHER GROUP, LLC.

516.98K

Jun 30, 26

+41.72K

0.30%

Avidian Wealth Solutions, LLC

504.03K

Jun 30, 26

+27.36K

0.30%

Clearwater Capital Advisors, LLC

500.37K

Jun 30, 26

+19.94K

0.29%

Syntegra Private Wealth Group, LLC

484.96K

Jun 30, 26

+267.41K

0.28%

TRUIST FINANCIAL CORP

475.40K

Jun 30, 26

+42.43K

0.28%

Amplius Wealth Advisors, LLC

470.57K

Jun 30, 26

+85.96K

0.28%

Bridgewater Advisors Inc.

444.54K

Jun 30, 26

-135.63K

0.26%

Smith & Howard Wealth Management, LLC

432.99K

Jun 30, 26

-15.94K

0.25%

WELLS FARGO & COMPANY/MN

426.08K

Jun 30, 26

-8.15K

0.25%

Beacon Pointe Advisors, LLC

400.96K

Jun 30, 26

+389.62K

0.24%

IAG Wealth Partners, LLC

400.10K

Jun 30, 26

-13.12K

0.23%

INVENIO WEALTH PARTNERS LLC

397.28K

Jun 30, 26

+16.73K

0.23%

Savant Capital, LLC

385.07K

Jun 30, 26

+103.05K

0.23%

Diversified Portfolios, Inc.

380.32K

Jun 30, 26

+109.12K

0.22%

Clear Trail Advisors, LLC

369.73K

Jun 30, 26

+84.53K

0.22%

SAGESPRING WEALTH PARTNERS, LLC

359.31K

Jun 30, 26

+111.59K

0.21%

Summit Financial, LLC

356.90K

Jun 30, 26

+1.52K

0.21%

Apollon Wealth Management, LLC

356.31K

Jun 30, 26

+62.08K

0.21%

Nolet Wealth Management, LLC

346.48K

Jun 30, 26

-122.49K

0.20%

CGN Advisors LLC

345.17K

Jun 30, 26

-6.31K

0.20%

Cardinal Strategic Wealth Guidance

337.74K

Jun 30, 26

+337.74K

0.20%

ARQ WEALTH ADVISORS, LLC

336.22K

Jun 30, 26

+336.22K

0.20%

CFO4Life Group, LLC

331.94K

Jun 30, 26

+6.28K

0.19%

PW ADVISORS, LLC \ FL

329.86K

Jun 30, 26

+32.51K

0.19%

Cambridge Investment Research Advisors, Inc.

328.82K

Jun 30, 26

+17.90K

0.19%

Wealth Alliance Advisory Group, LLC

323.91K

Jun 30, 26

+7.00K

0.19%

HUNTINGTON NATIONAL BANK

322.22K

Jun 30, 26

-16.86K

0.19%

Harbor Group, Inc.

313.23K

Jun 30, 26

+4.15K

0.18%

Chesley Taft & Associates LLC

312.20K

Jun 30, 26

+31.50K

0.18%

Helen Stephens Group, LLC

304.15K

Jun 30, 26

+71.96K

0.18%

Magnus Financial Group LLC

289.68K

Jun 30, 26

+12.67K

0.17%

Per Stirling Capital Management, LLC.

288.09K

Jun 30, 26

-108

0.17%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

274.07K

Jun 30, 26

+39.24K

0.16%

Resources Investment Advisors, LLC.

267.14K

Jun 30, 26

+74.68K

0.16%

CONDOR CAPITAL MANAGEMENT

265.51K

Jun 30, 26

+3.25K

0.16%

Modern Wealth Management, LLC

261.91K

Jun 30, 26

+142.34K

0.15%

BlueStem Wealth Partners, LLC

257.35K

Jun 30, 26

-66.43K

0.15%

Hartford Financial Management Inc.

257.18K

Jun 30, 26

-27.30K

0.15%

KEYVANTAGE WEALTH, LLC

256.99K

Jun 30, 26

+116.48K

0.15%

PEAPACK GLADSTONE FINANCIAL CORP

251.19K

Jun 30, 26

+40.18K

0.15%

Capital Analysts, LLC

247.48K

Jun 30, 26

+47.81K

0.15%

HTG Investment Advisors, Inc.

245.30K

Jun 30, 26

+8.43K

0.14%

Legacy Financial Advisors, Inc.

230.77K

Jun 30, 26

+5.05K

0.14%

GREAT VALLEY ADVISOR GROUP, INC.

225.69K

Jun 30, 26

+44.01K

0.13%

RENAISSANCE TECHNOLOGIES LLC

224.89K

Jun 30, 26

+196.29K

0.13%

Leverty Financial Group, LLC

224.29K

Jun 30, 26

-19.82K

0.13%

Dodds Wealth, LLC

220.42K

Jun 30, 26

+18.22K

0.13%

Lido Advisors, LLC

219.31K

Jun 30, 26

-10.21K

0.13%

ROYAL BANK OF CANADA

219.00K

Jun 30, 26

+53.11K

0.13%

Vise Technologies, Inc.

211.10K

Jun 30, 26

+181.41K

0.12%

Rosenberg Matthew Hamilton

210.88K

Jun 30, 26

+25.31K

0.12%

Cornerstone Wealth Management, LLC

209.55K

Jun 30, 26

+11.69K

0.12%

STIFEL FINANCIAL CORP

209.54K

Jun 30, 26

+5.29K

0.12%

VERUS CAPITAL PARTNERS, LLC

209.10K

Jun 30, 26

+962

0.12%

Keudell/Morrison Wealth Management

204.59K

Jun 30, 26

+5.67K

0.12%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

203.95K

Jun 30, 26

+15.84K

0.12%

FOUNDERS FINANCIAL SECURITIES LLC

201.93K

Jun 30, 26

+11.11K

0.12%

SIMON QUICK ADVISORS, LLC

201.27K

Jun 30, 26

+1.82K

0.12%

Retirement Planning Group

193.80K

Jun 30, 26

+74.84K

0.11%

Oakwell Private Wealth Management, LLC

187.82K

Jun 30, 26

+13.37K

0.11%

NATIXIS ADVISORS, L.P.

182.96K

Jun 30, 26

+78.73K

0.11%

Private Advisor Group, LLC

179.78K

Jun 30, 26

-27.76K

0.11%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

168.45K

Jun 30, 26

+11.68K

0.10%

Waverly Advisors, LLC

167.31K

Jun 30, 26

+102.77K

0.10%

RiverFront Investment Group, LLC

166.53K

Jun 30, 26

+19.54K

0.10%

Summit Financial Strategies, Inc.

160.87K

Jun 30, 26

+3.38K

0.09%

Ameritas Advisory Services, LLC

160.61K

Jun 30, 26

+71.02K

0.09%

21 West Wealth Management LLC

159.63K

Jun 30, 26

+6.25K

0.09%

Skyline Advisors, Inc.

158.07K

Jun 30, 26

+2.31K

0.09%

FOSTER & MOTLEY INC

157.95K

Jun 30, 26

+85.34K

0.09%

Kestra Advisory Services, LLC

156.35K

Jun 30, 26

+11.04K

0.09%

PRINCIPAL SECURITIES, INC.

156.00K

Jun 30, 26

+37.28K

0.09%

CITADEL ADVISORS LLC

155.26K

Jun 30, 26

+15.90K

0.09%

CVA Family Office, LLC

152.29K

Jun 30, 26

+7.68K

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

150.60K

Jun 30, 26

+6.36K

0.09%

BAKER TILLY WEALTH MANAGEMENT, LLC

149.60K

Jun 30, 26

+18.70K

0.09%

Perigon Wealth Management, LLC

146.17K

Jun 30, 26

-7.69K

0.09%

Sequoia Financial Advisors, LLC

144.04K

Jun 30, 26

-64.66K

0.08%

RETIREMENT INCOME SOLUTIONS, INC

139.53K

Jun 30, 26

-1.96K

0.08%

Brio Consultants, LLC

137.46K

Jun 30, 26

+4.52K

0.08%

Newman Dignan & Sheerar, Inc.

137.00K

Jun 30, 26

+6.17K

0.08%

AdvisorNet Financial, Inc

136.03K

Jun 30, 26

+1.37K

0.08%

Merit Financial Group, LLC

135.79K

Jun 30, 26

+542

0.08%

CAHILL FINANCIAL ADVISORS INC

135.58K

Jun 30, 26

+954

0.08%

JFS WEALTH ADVISORS, LLC

132.24K

Jun 30, 26

+6.65K

0.08%

Boulder Wealth Advisors, LLC

130.63K

Jun 30, 26

+484

0.08%

TD Capital Management LLC

130.29K

Jun 30, 26

+17.45K

0.08%

Rice Partnership, LLC

129.87K

Jun 30, 26

+97.90K

0.08%

PARK AVENUE SECURITIES LLC

127.27K

Jun 30, 26

+23.59K

0.07%

AXXCESS WEALTH MANAGEMENT, LLC

126.01K

Jun 30, 26

+126.01K

0.07%

New Insight Wealth Advisors

123.27K

Jun 30, 26

+35.42K

0.07%

Prime Capital Investment Advisors, LLC

113.40K

Jun 30, 26

+10.24K

0.07%

WASHINGTON TRUST BANK

111.95K

Jun 30, 26

+29.02K

0.07%

JANE STREET GROUP, LLC

111.28K

Jun 30, 26

-545.14K

0.07%

Boston Standard Wealth Management, LLC

109.87K

Jun 30, 26

+4.18K

0.06%

HighPoint Advisor Group LLC

107.48K

Jun 30, 26

+5.04K

0.06%

Summit Wealth Partners, LLC

106.60K

Jun 30, 26

+2.48K

0.06%

NewEdge Wealth, LLC

106.02K

Jun 30, 26

+18.17K

0.06%

Crumly & Associates Inc.

105.54K

Jun 30, 26

+42.22K

0.06%

Uniting Wealth Partners, LLC

104.29K

Jun 30, 26

-2.87K

0.06%

Sanctuary Advisors, LLC

103.06K

Jun 30, 26

+65.20K

0.06%

BENJAMIN EDWARDS INC

101.91K

Jun 30, 26

+13.67K

0.06%

Shotwell Rutter Baer Inc

101.15K

Jun 30, 26

+9.15K

0.06%

Private Wealth Management Group, LLC

100.45K

Jun 30, 26

+2.30K

0.06%

Principle Wealth Partners LLC

99.72K

Jun 30, 26

+59.57K

0.06%

Hughes Financial Services, LLC

97.59K

Jun 30, 26

+8.17K

0.06%

MONETA GROUP INVESTMENT ADVISORS LLC

95.00K

Jun 30, 26

-6.78K

0.06%

Moss Adams Wealth Advisors LLC

92.64K

Jun 30, 26

+35.97K

0.05%

Landmark Wealth Management, LLC

89.61K

Jun 30, 26

-98

0.05%

Bleakley Financial Group, LLC

89.54K

Jun 30, 26

+72.75K

0.05%

Visionary Wealth Advisors

88.00K

Jun 30, 26

+1.71K

0.05%

DAYMARK WEALTH PARTNERS, LLC

87.51K

Jun 30, 26

+16.25K

0.05%

Buckingham Strategic Partners

85.05K

Jun 30, 26

+4.95K

0.05%

Jacobi Capital Management LLC

83.70K

Jun 30, 26

+4.00K

0.05%

Red Mountain Financial, LLC

81.30K

Jun 30, 26

+10.59K

0.05%

Compass Ion Advisors, LLC

81.29K

Jun 30, 26

+42.35K

0.05%

Janney Montgomery Scott LLC

79.88K

Jun 30, 26

+3.84K

0.05%

Resonant Capital Advisors, LLC

78.22K

Jun 30, 26

0.05%

Copper Harbor Investment Advisors, LLC

76.62K

Jun 30, 26

+76.62K

0.04%

Capital Advisors Wealth Management, LLC

76.09K

Jun 30, 26

+3.81K

0.04%

Colony Group, LLC

76.05K

Jun 30, 26

-1.25K

0.04%

Steward Partners Investment Advisory, LLC

74.51K

Jun 30, 26

-1.11K

0.04%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

74.22K

Jun 30, 26

+18.02K

0.04%

Unique Wealth Strategies, LLC

73.93K

Jun 30, 26

+1.03K

0.04%

NewEdge Advisors, LLC

73.35K

Jun 30, 26

+14.63K

0.04%

Storgate, LLC

73.33K

Jun 30, 26

+40.23K

0.04%

WealthCare Investment Partners, LLC

72.99K

Jun 30, 26

-37.35K

0.04%

NBT BANK N A /NY

70.39K

Jun 30, 26

+39.63K

0.04%

Zhang Financial LLC

69.61K

Jun 30, 26

+52.38K

0.04%

Intrua Financial, LLC

68.40K

Jun 30, 26

-3.27K

0.04%

FMA Wealth Management, LLC

67.92K

Jun 30, 26

-3.83K

0.04%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

66.59K

Jun 30, 26

-217

0.04%

Mariner, LLC

65.93K

Jun 30, 26

-10.62K

0.04%

Walkner Condon Financial Advisors LLC

64.03K

Jun 30, 26

+5.27K

0.04%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

62.98K

Jun 30, 26

-512

0.04%

Opal Wealth Advisors, LLC

62.75K

Jun 30, 26

+2.33K

0.04%

Leslie Global Wealth, LLC

62.64K

Jun 30, 26

+62.64K

0.04%

Mutual Advisors, LLC

62.42K

Jun 30, 26

+3.05K

0.04%

Clark Capital Management Group, Inc.

60.90K

Jun 30, 26

+209

0.04%

Presidio Capital Management, LLC

60.25K

Jun 30, 26

+12.13K

0.04%

Colter Lewis Investment Partners LLC

60.00K

Jun 30, 26

+60.00K

0.04%

MCCARTER PRIVATE WEALTH SERVICES LLC

59.25K

Jun 30, 26

+59.25K

0.03%

Quadcap Wealth Management, LLC

59.01K

Jun 30, 26

-8.37K

0.03%

First Financial Bank - Trust Division

57.67K

Jun 30, 26

+9.03K

0.03%

Investment Planning Advisors, Inc.

57.65K

Jun 30, 26

-711

0.03%

BTG Pactual Asset Management US LLC

57.14K

Jun 30, 26

+6.76K

0.03%

Hennion & Walsh Asset Management, Inc.

55.59K

Jun 30, 26

+4.93K

0.03%

UNIQUE WEALTH, LLC

55.21K

Jun 30, 26

+46.39K

0.03%

Whitegate Investment Counselors, Inc.

54.60K

Jun 30, 26

-1.94K

0.03%

FIFTH THIRD BANCORP

53.46K

Jun 30, 26

+10.57K

0.03%

Advisory Services Network, LLC

53.02K

Jun 30, 26

+20.00K

0.03%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

52.14K

Jun 30, 26

+9.54K

0.03%

Sterling Investment Advisors, Ltd.

50.80K

Jun 30, 26

+20.00K

0.03%

1015 Capital Partners, LLC

50.60K

Jun 30, 26

+7.10K

0.03%

IHT Wealth Management, LLC

50.25K

Jun 30, 26

+3.65K

0.03%

Balance Wealth, LLC

49.86K

Jun 30, 26

+3.07K

0.03%

Galvin, Gaustad & Stein, LLC

49.68K

Jun 30, 26

+256

0.03%

FIDUCIARY FINANCIAL ADVISORS

49.51K

Jun 30, 26

+42.48K

0.03%

Robertson Stephens Wealth Management, LLC

49.51K

Jun 30, 26

+7.12K

0.03%

Evergreen Wealth Solutions, LLC

48.68K

Jun 30, 26

+32.67K

0.03%

UBS Group AG

48.10K

Jun 30, 26

-8.37K

0.03%

Breakwater Capital Group

47.87K

Jun 30, 26

-11.11K

0.03%

Equity Wealth Partners, LLC

47.52K

Jun 30, 26

+2.40K

0.03%

Stratos Wealth Partners, LTD.

47.06K

Jun 30, 26

-976

0.03%

Higgins & Schmidt Wealth Strategies LLC

46.94K

Jun 30, 26

+422

0.03%

Atria Investments, Inc

46.26K

Jun 30, 26

+34.86K

0.03%

Lineweaver Wealth Advisors, LLC

46.06K

Jun 30, 26

-8.58K

0.03%

Brady Martz Wealth Solutions, LLC

45.81K

Jun 30, 26

-709

0.03%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

45.78K

Jun 30, 26

+4.00K

0.03%

Prentice Wealth Management LLC

43.60K

Jun 30, 26

-8.17K

0.03%

Juno Financial Group LLC

43.52K

Jun 30, 26

-196

0.03%

NFP Retirement, Inc.

42.82K

Jun 30, 26

0.03%

Apella Capital, LLC

42.71K

Jun 30, 26

-2.58K

0.03%

Bernardo Wealth Planning LLC

41.50K

Jun 30, 26

-140

0.02%

Legacy Edge Advisors, LLC

41.25K

Jun 30, 26

+7.67K

0.02%

Valor Advisors LLC

41.09K

Jun 30, 26

0.02%

GFS Advisors, LLC

40.60K

Jun 30, 26

0.02%

United Advisor Group, LLC

40.25K

Jun 30, 26

-722

0.02%

Quantinno Capital Management LP

39.77K

Jun 30, 26

+39.77K

0.02%

Impact Investors, Inc

39.04K

Jun 30, 26

+7.63K

0.02%

MBM Wealth Consultants, LLC

38.36K

Jun 30, 26

+2.38K

0.02%

Elequin Securities, LLC

36.93K

Jun 30, 26

+36.93K

0.02%

Crusonia Wealth Advisors LLC

36.06K

Jun 30, 26

+18.02K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

35.86K

Jun 30, 26

+372

0.02%

Golden State Wealth Management, LLC

35.69K

Jun 30, 26

+2.23K

0.02%

WESBANCO BANK INC

35.42K

Jun 30, 26

-685

0.02%

J.W. COLE ADVISORS, INC.

35.41K

Jun 30, 26

+35.41K

0.02%

SRS Capital Advisors, Inc.

34.63K

Jun 30, 26

+30.58K

0.02%

Steel Peak Wealth Management LLC

34.26K

Jun 30, 26

-5.12K

0.02%

Spire Wealth Management

34.23K

Jun 30, 26

+927

0.02%

Linscomb & Williams, Inc.

34.04K

Jun 30, 26

+9.13K

0.02%

5T Wealth, LLC

33.93K

Jun 30, 26

-26.09K

0.02%

Pine Valley Investments Ltd Liability Co

33.13K

Jun 30, 26

+475

0.02%

Carter Financial, LLC

32.52K

Jun 30, 26

+6.86K

0.02%

Farther Finance Advisors, LLC

31.38K

Jun 30, 26

-94.56K

0.02%

McAdam, LLC

31.13K

Jun 30, 26

-6.17K

0.02%

Eqis Capital Management, Inc.

30.73K

Jun 30, 26

0.02%

BKA Wealth Consulting, Inc.

30.52K

Jun 30, 26

+327

0.02%

Marion Wealth Management

30.52K

Jun 30, 26

0.02%

Seascape Capital Management

30.50K

Jun 30, 26

0.02%

Kooman & Associates

30.35K

Jun 30, 26

+438

0.02%

Friday Financial

30.25K

Jun 30, 26

+10.81K

0.02%

Philip James Wealth Mangement, LLC

30.14K

Jun 30, 26

-2.06K

0.02%

Marshall Financial Group LLC

30.09K

Jun 30, 26

0.02%

Inscription Capital, LLC

29.81K

Jun 30, 26

+92

0.02%

Family Investment Center, Inc.

29.65K

Jun 30, 26

+16.75K

0.02%

Daybright Advisory Services, Inc.

29.37K

Jun 30, 26

+384

0.02%

PRIVATE TRUST CO NA

29.19K

Jun 30, 26

+4.67K

0.02%

Talisman Wealth Advisors LLC

29.14K

Jun 30, 26

+29.14K

0.02%

Beaumont Financial Advisors, LLC

29.04K

Jun 30, 26

-250

0.02%

TBH Global Asset Management, LLC

28.99K

Jun 30, 26

+1.46K

0.02%

Advyzon Investment Management, LLC

28.25K

Jun 30, 26

+3.48K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

27.93K

Jun 30, 26

+3.34K

0.02%

Diversify Advisory Services, LLC

27.93K

Jun 30, 26

+27.93K

0.02%

Concurrent Investment Advisors, LLC

27.75K

Jun 30, 26

-342

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

27.66K

Jun 30, 26

+2.19K

0.02%

Baird Financial Group, Inc.

27.53K

Jun 30, 26

-1.55K

0.02%

IFP Advisors, Inc

27.43K

Jun 30, 26

+4.46K

0.02%

Tandem Financial, LLC

26.85K

Jun 30, 26

+1.66K

0.02%

Wealth Alliance

26.65K

Jun 30, 26

-577

0.02%

Synergy Investment Management, LLC

26.48K

Jun 30, 26

+219

0.02%

FAS Wealth Partners, Inc.

26.40K

Jun 30, 26

+1.57K

0.02%

HARBOUR INVESTMENTS, INC.

26.35K

Jun 30, 26

+871

0.02%

Cyr Financial Inc.

25.51K

Jun 30, 26

+254

0.01%

CROBAN

25.48K

Jun 30, 26

-403

0.01%

Kingsview Wealth Management, LLC

25.26K

Jun 30, 26

+9.01K

0.01%

Beta Wealth Group, Inc.

25.23K

Jun 30, 26

-2.39K

0.01%

NWF Advisory Services Inc.

25.13K

Jun 30, 26

+2.78K

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

24.44K

Jun 30, 26

+24.44K

0.01%

Dorsey & Whitney Trust CO LLC

24.36K

Jun 30, 26

-935

0.01%

Rossby Financial, LCC

24.15K

Jun 30, 26

+407

0.01%

Wealthcare Advisory Partners LLC

24.07K

Jun 30, 26

+752

0.01%

Forum Private Client Group LLC

24.04K

Jun 30, 26

+456

0.01%

Allied Private Wealth LLC

23.43K

Jun 30, 26

+23.43K

0.01%

Bernicke Wealth Management, Ltd.

23.32K

Jun 30, 26

-2.95K

0.01%

WealthPlan Investment Management, LLC

22.26K

Jun 30, 26

+1.26K

0.01%

FF Advisors,LLC

22.17K

Jun 30, 26

+74

0.01%

Envestnet Portfolio Solutions, Inc.

22.09K

Jun 30, 26

+1.46K

0.01%

VISTA INVESTMENT MANAGEMENT

22.02K

Jun 30, 26

-315

0.01%

Conrad Siegel Investment Advisors, Inc.

21.86K

Jun 30, 26

+11.99K

0.01%

Boyd Wealth Management, LLC

21.52K

Jun 30, 26

+12.26K

0.01%

Centerline Wealth Advisors, LLC

20.66K

Jun 30, 26

+8.13K

0.01%

VestGen Advisors, LLC

20.64K

Jun 30, 26

-130

0.01%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

20.55K

Jun 30, 26

+20.55K

0.01%

King Wealth

20.53K

Jun 30, 26

+20.53K

0.01%

PLANNING DIRECTIONS INC

20.25K

Jun 30, 26

+184

0.01%

Wealth Enhancement Trust Services, Inc.

20.25K

Jun 30, 26

+3.43K

0.01%

LOCKERMAN FINANCIAL GROUP, INC.

20.24K

Jun 30, 26

-211

0.01%

CAMBIENT FAMILY OFFICE, LLC

20.18K

Jun 30, 26

+20.18K

0.01%

Aptus Capital Advisors, LLC

20.11K

Jun 30, 26

+5.40K

0.01%

High Net Worth Advisory Group LLC

20.00K

Jun 30, 26

0.01%

CHOREO, LLC

19.88K

Jun 30, 26

0.01%

Collaborative Wealth Managment Inc.

19.85K

Jun 30, 26

+748

0.01%

Sand Hill Global Advisors, LLC

19.81K

Jun 30, 26

-2.89K

0.01%

Apollon Financial, LLC

19.76K

Jun 30, 26

+31

0.01%

Perennial Advisors, LLC

19.68K

Jun 30, 26

+825

0.01%

Immaculate Wealth Management LLC

18.84K

Jun 30, 26

-4.16K

0.01%

Sequent Planning LLC

18.33K

Jun 30, 26

+2.14K

0.01%

Compass Wealth Management, LLC/GA

18.24K

Jun 30, 26

+103

0.01%

Everest Financial Group LLC

18.03K

Jun 30, 26

+3.35K

0.01%

Sigma Planning Corp

18.00K

Jun 30, 26

+1.66K

0.01%

Western Wealth Management, LLC

17.95K

Jun 30, 26

+4.04K

0.01%

Creative Planning

17.87K

Jun 30, 26

-873

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

17.82K

Jun 30, 26

0.01%

WCG Wealth Advisors LLC

17.62K

Jun 30, 26

-855

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.33K

Jun 30, 26

+142

0.01%

Savvy Advisors, Inc.

17.19K

Jun 30, 26

0.01%

SouthState Corp

16.36K

Jun 30, 26

-1.00K

0.01%

Crane Advisory, LLC

16.28K

Jun 30, 26

+7.94K

0.01%

Entelevest, LLC

16.28K

Jun 30, 26

+3.92K

0.01%

Brookwood Investment Group LLC

16.02K

Jun 30, 26

-2.32K

0.01%

Arbor Investment Advisors, LLC

15.72K

Jun 30, 26

0.01%

IMA Wealth, Inc.

15.64K

Jun 30, 26

+15.64K

0.01%

Financial Strategies Group, Inc.

15.54K

Jun 30, 26

+884

0.01%

Cauble & Harre Wealth Management, Inc.

15.40K

Jun 30, 26

0.01%

D'Orazio & Associates, Inc.

14.96K

Jun 30, 26

+365

0.01%

Arkadios Wealth Advisors

14.93K

Jun 30, 26

-1.89K

0.01%

BNP PARIBAS ARBITRAGE, SNC

14.63K

Jun 30, 26

+14.48K

0.01%

Prosperity Consulting Group, LLC

14.58K

Jun 30, 26

0.01%

Lakeridge Wealth Management LLC

14.57K

Jun 30, 26

+760

0.01%

Peterson Wealth Advisors, LLC

13.78K

Jun 30, 26

-60

0.01%

Pure Financial Advisors, LLC

13.50K

Jun 30, 26

+100

0.01%

NCM Capital Management, LLC

13.40K

Jun 30, 26

+4.90K

0.01%

Lifestyle Asset Management, Inc.

13.32K

Jun 30, 26

+257

0.01%

Barnes Wealth Management Group, Inc

13.12K

Jun 30, 26

+157

0.01%

Crews Bank & Trust

12.95K

Jun 30, 26

+187

0.01%

Parallel Advisors, LLC

12.66K

Jun 30, 26

+38

0.01%

BLUEDOOR PRIVATE WEALTH, LLC

12.60K

Jun 30, 26

0.01%

Clarity Retirement & Wealth, LLC

12.40K

Jun 30, 26

+694

0.01%

HICKS CAPITAL MANAGEMENT LLC

12.20K

Jun 30, 26

+1.11K

0.01%

OPPENHEIMER & CO INC

12.14K

Jun 30, 26

-764

0.01%

LWM Advisory Services, LLC

11.52K

Jun 30, 26

-73.84K

0.01%

DRIVE WEALTH MANAGEMENT, LLC

11.39K

Jun 30, 26

-594

0.01%

Aurdan Capital Management, LLC

11.11K

Jun 30, 26

+11.11K

0.01%

Global Wealth Management Investment Advisory, Inc.

11.07K

Jun 30, 26

+3.07K

0.01%

Avestar Capital, LLC

11.02K

Jun 30, 26

0.01%

Milestone Investment Advisors LLC

10.90K

Jun 30, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

10.86K

Jun 30, 26

-2.77K

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

10.84K

Jun 30, 26

-874

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

10.70K

Jun 30, 26

+3.79K

0.01%

Clear Point Advisors Inc.

10.68K

Jun 30, 26

+10.68K

0.01%

SWMG, LLC

10.65K

Jun 30, 26

+144

0.01%

BCGM Wealth Management, LLC

10.62K

Jun 30, 26

-8.56K

0.01%

Mallini Complete Financial Planning LLC

10.60K

Jun 30, 26

0.01%

NORTHERN TRUST CORP

10.54K

Jun 30, 26

+273

0.01%

OPTIMA CAPITAL LLC

10.38K

Jun 30, 26

+484

0.01%

ACIMA PRIVATE WEALTH, LLC

10.29K

Jun 30, 26

+1.69K

0.01%

Blue Water Asset Management

10.18K

Jun 30, 26

+875

0.01%

RED REEF ADVISORS LLC

10.05K

Jun 30, 26

-2.38K

0.01%

BlueChip Wealth Advisors LLC

10.00K

Jun 30, 26

+10.00K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

9.96K

Jun 30, 26

0.01%

MGO ONE SEVEN LLC

9.60K

Jun 30, 26

+5.13K

0.01%

Commonwealth Financial Services, LLC

9.58K

Jun 30, 26

-4.89K

0.01%

FIFTH THIRD SECURITIES, INC.

9.54K

Jun 30, 26

+682

0.01%

Axis Wealth Partners, LLC

9.52K

Jun 30, 26

+570

0.01%

Arlington Financial Advisors, LLC

9.41K

Jun 30, 26

+666

0.01%

GGM Financials LLC

9.34K

Jun 30, 26

-967

0.01%

Jeter Robert S II

9.20K

Jun 30, 26

-138

0.01%

Choice Wealth Advisors, LLC

9.13K

Jun 30, 26

0.01%

NICOLET BANKSHARES INC

9.00K

Jun 30, 26

0.01%

BOSTON FAMILY OFFICE LLC

8.96K

Jun 30, 26

+2.00K

0.01%

SAXON INTERESTS, INC.

8.89K

Jun 30, 26

0.01%

Global Financial Private Client, LLC

8.69K

Jun 30, 26

0.01%

QUADRANT CAPITAL GROUP LLC

8.61K

Jun 30, 26

0.01%

D.A. DAVIDSON & CO.

8.61K

Jun 30, 26

+1.00K

0.01%

Qube Research & Technologies Ltd

8.56K

Jun 30, 26

+8.41K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.46K

Jun 30, 26

0.00%

Putney Financial Group LLC

8.45K

Jun 30, 26

+8.45K

0.00%

CALTON & ASSOCIATES, INC.

8.45K

Jun 30, 26

-97

0.00%

Essex Financial Services, Inc.

8.14K

Jun 30, 26

+2.17K

0.00%

Johnson Bixby & Associates, LLC

7.91K

Jun 30, 26

0.00%

Timmons Wealth Management, LLC

7.91K

Jun 30, 26

-24.80K

0.00%

Investor's Fiduciary Advisor Network, LLC

7.87K

Jun 30, 26

0.00%

Cerity Partners LLC

7.87K

Jun 30, 26

-46.61K

0.00%

LM Advisors LLC

7.77K

Jun 30, 26

+7.77K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

7.76K

Jun 30, 26

-2.03K

0.00%

Gateway Wealth Partners, LLC

7.74K

Jun 30, 26

-2.75K

0.00%

XY Planning Network, Inc.

7.72K

Jun 30, 26

+7.72K

0.00%

PDS Planning, Inc

7.71K

Jun 30, 26

-236

0.00%

W.H. Cornerstone Investments Inc.

7.66K

Jun 30, 26

+28

0.00%

LAUREL OAK WEALTH MANAGEMENT, LLC

7.58K

Jun 30, 26

0.00%

Meridian Financial, LLC

7.39K

Jun 30, 26

+500

0.00%

Lionshead Wealth Management, LLC

7.35K

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

7.26K

Jun 30, 26

+1.00K

0.00%

Wealthspire Advisors, LLC

7.15K

Jun 30, 26

0.00%

Mason & Associates Inc

7.14K

Jun 30, 26

-2.22K

0.00%

GENESIS PRIVATE WEALTH, LLC

6.99K

Jun 30, 26

+227

0.00%

Bond & Devick Financial Network, Inc.

6.85K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

6.82K

Jun 30, 26

+6.82K

0.00%

DAVENPORT & Co LLC

6.82K

Jun 30, 26

-1.49K

0.00%

Evercore Wealth Management, LLC

6.79K

Jun 30, 26

0.00%

Peck Wealth Management, LLC

6.76K

Jun 30, 26

-3.77K

0.00%

Vawter Financial, Ltd.

6.57K

Jun 30, 26

-3.50K

0.00%

SageView Advisory Group, LLC

6.47K

Jun 30, 26

0.00%

Embree Financial Group

6.46K

Jun 30, 26

+6.46K

0.00%

SIERRA OCEAN, LLC

6.36K

Jun 30, 26

+58

0.00%

WealthPLAN Partners, LLC

6.30K

Jun 30, 26

+6.30K

0.00%

Teamwork Financial Advisors, LLC

6.29K

Jun 30, 26

+20

0.00%

Stirlingshire Investments, Inc.

6.23K

Jun 30, 26

0.00%

Dynamic Advisor Solutions LLC

6.22K

Jun 30, 26

-3.41K

0.00%

BARNES PETTEY FINANCIAL ADVISORS, LLC

6.11K

Jun 30, 26

+6.11K

0.00%

HOWARD WEALTH MANAGEMENT, LLC

5.98K

Jun 30, 26

+355

0.00%

Leading Edge Financial Planning LLC

5.92K

Jun 30, 26

+5.92K

0.00%

Cyndeo Wealth Partners, LLC

5.87K

Jun 30, 26

+1.64K

0.00%

B. Riley Wealth Advisors, Inc.

5.87K

Jun 30, 26

+5.87K

0.00%

VisionPoint Advisory Group, LLC

5.87K

Jun 30, 26

+242

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

5.61K

Jun 30, 26

+695

0.00%

Sincerus Advisory, LLC

5.60K

Jun 30, 26

+1.02K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

5.55K

Jun 30, 26

-19.09K

0.00%

LAKE STREET FINANCIAL LLC

5.50K

Jun 30, 26

+500

0.00%

KFA Private Wealth Group, LLC

5.48K

Jun 30, 26

0.00%

Roberts Wealth Advisors, LLC

5.39K

Jun 30, 26

+1.00K

0.00%

Gryphon Financial Partners LLC

5.37K

Jun 30, 26

-320

0.00%

Cadent Capital Advisors, LLC

5.32K

Jun 30, 26

+5.32K

0.00%

Certified Advisory Corp

5.31K

Jun 30, 26

0.00%

Saxony Capital Management, LLC

5.27K

Jun 30, 26

0.00%

Stone Point Wealth LLC

5.26K

Jun 30, 26

0.00%

FMR LLC

5.21K

Jun 30, 26

+610

0.00%

Noble Wealth Partners LLC

5.21K

Jun 30, 26

+5.21K

0.00%

StrongBox Wealth, LLC

5.18K

Jun 30, 26

0.00%

USAdvisors Wealth Management, LLC

5.13K

Jun 30, 26

+42

0.00%

Madison Wealth Partners, Inc

5.12K

Jun 30, 26

+17

0.00%

Ashton Thomas Private Wealth, LLC

5.06K

Jun 30, 26

-201

0.00%

Centurion Wealth Management LLC

5.05K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

5.04K

Jun 30, 26

0.00%

Firestone Capital Management

5.04K

Jun 30, 26

-522

0.00%

XTX Topco Ltd

5.04K

Jun 30, 26

+238

0.00%

One Capital Management, LLC

5.02K

Jun 30, 26

0.00%

CHARTER RESEARCH & INVESTMENT GROUP, INC.

5.01K

Jun 30, 26

+13

0.00%

Pinnacle Financial Partners, Inc.

4.98K

Jun 30, 26

+198

0.00%

Cedar Point Capital Partners, LLC

4.88K

Jun 30, 26

-5.81K

0.00%

STEPHENS INC /AR/

4.87K

Jun 30, 26

0.00%

Financial Futures Ltd Liability Co.

4.86K

Jun 30, 26

+4.86K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

4.83K

Jun 30, 26

-2.69K

0.00%

Belpointe Asset Management LLC

4.80K

Jun 30, 26

+4.80K

0.00%

PKS Advisory Services, LLC

4.78K

Jun 30, 26

+4.78K

0.00%

ENTREWEALTH, LLC

4.77K

Jun 30, 26

+4.77K

0.00%

Millington Financial Advisors, LLC

4.70K

Jun 30, 26

0.00%

Independence Asset Advisors, LLC

4.65K

Jun 30, 26

+4.65K

0.00%

Buck Wealth Strategies, LLC

4.58K

Jun 30, 26

0.00%

Signature Wealth Management Partners, LLC

4.58K

Jun 30, 26

0.00%

SUMMIT WEALTH GROUP LLC / CO

4.57K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

4.50K

Jun 30, 26

-19

0.00%

Allworth Financial LP

4.45K

Jun 30, 26

-253.72K

0.00%

C M BIDWELL & ASSOCIATES LTD

4.34K

Jun 30, 26

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

4.31K

Jun 30, 26

0.00%

Prospera Financial Services Inc

4.23K

Jun 30, 26

-17.32K

0.00%

US BANCORP \DE\

4.23K

Jun 30, 26

0.00%

GENTRY PRIVATE WEALTH, LLC

4.19K

Jun 30, 26

+4.19K

0.00%

Navigate Wealth Management, LLC

4.17K

Jun 30, 26

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

4.15K

Jun 30, 26

+10

0.00%

BLUELINE ADVISORS LLC

4.15K

Jun 30, 26

+1.33K

0.00%

GOLDMAN SACHS GROUP INC

4.09K

Jun 30, 26

-223.86K

0.00%

Northwest Financial Advisors

4.08K

Jun 30, 26

-305

0.00%

Koshinski Asset Management, Inc.

4.04K

Jun 30, 26

+4.04K

0.00%

FIRST INTERSTATE BANK

4.01K

Jun 30, 26

+4.01K

0.00%

Kathmere Capital Management, LLC

4.00K

Jun 30, 26

+4.00K

0.00%

CWA Asset Management Group, LLC

3.96K

Jun 30, 26

+3.96K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

3.95K

Jun 30, 26

-245

0.00%

Vanguard National Trust Co

3.89K

Jun 30, 26

0.00%

IFG Advisory, LLC

3.82K

Jun 30, 26

+3.82K

0.00%

AE Wealth Management LLC

3.64K

Jun 30, 26

-1.20K

0.00%

Vision Retirement, LLC

3.43K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

3.32K

Jun 30, 26

-42.96K

0.00%

Signature Equity Partners, LLC

2.71K

Jun 30, 26

+304

0.00%

Trust Co

2.61K

Jun 30, 26

-376

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.58K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

2.53K

Jun 30, 26

+158

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

2.53K

Jun 30, 26

-1.33K

0.00%

Longview Financial Advisors LLC

2.30K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.28K

Jun 30, 26

-2.45K

0.00%

Clearstead Advisors, LLC

2.27K

Jun 30, 26

+2.27K

0.00%

TRUST CO OF TOLEDO NA /OH/

2.20K

Jun 30, 26

-1.08K

0.00%

MB, LEVIS & ASSOCIATES, LLC

2.05K

Jun 30, 26

+17

0.00%

Cassaday & Co Wealth Management LLC

1.79K

Jun 30, 26

-386

0.00%

Smartleaf Asset Management LLC

1.61K

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

1.37K

Jun 30, 26

0.00%

Essential Investment Partners LLC

1.15K

Jun 30, 26

0.00%

Lavaca Capital LLC

1.11K

Jun 30, 26

+147

0.00%

HAZLETT, BURT & WATSON, INC.

1.10K

Jun 30, 26

+10

0.00%

Founders Financial Alliance, LLC

1.00K

Jun 30, 26

+1.00K

0.00%

Burk Holdings LLC

988

Jun 30, 26

0.00%

SHP Wealth Management

934

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

881

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

800

Jun 30, 26

0.00%

GeoWealth Management, LLC

789

Jun 30, 26

+789

0.00%

EverSource Wealth Advisors, LLC

709

Jun 30, 26

0.00%

Wellington Grp LLC

625

Jun 30, 26

0.00%

Millstone Evans Group, LLC

594

Jun 30, 26

+298

0.00%

GODSEY & GIBB, INC

541

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

500

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

426

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

420

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

403

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

310

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

307

Jun 30, 26

+159

0.00%

Basepoint Wealth LLC

303

Jun 30, 26

-6

0.00%

CoreCap Advisors, LLC

287

Jun 30, 26

-2.63K

0.00%

WHITTIER TRUST CO OF NEVADA INC

279

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

240

Jun 30, 26

0.00%

Colonial Trust Co / SC

211

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

210

Jun 30, 26

+210

0.00%

NBC SECURITIES, INC.

194

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

166

Jun 30, 26

+166

0.00%

Axiom Investment Management LLC

132

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

103

Jun 30, 26

+103

0.00%

Imprint Wealth LLC

Jun 30, 26

0.00%

Continuum Advisory, LLC

Jun 30, 26

+82

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+46

0.00%

Quent Capital, LLC

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Chicago Partners Investment Group LLC

Jun 30, 26

-4.68K

LAVELLE CAPITAL LP

Jun 30, 26

-40.34K

Alpha Financial Partners, LLC

Jun 30, 26

-5.61K

TIAA TRUST, NATIONAL ASSOCIATION

Jun 30, 26

-11.31K

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-36.89K

BOYUM WEALTH ARCHITECTS LLC

Jun 30, 26

-10.97K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-5.62K

Goodman Advisory Group, LLC

Jun 30, 26

-728

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

Jun 30, 26

-9.35K

Hilton Head Capital Partners, LLC

Jun 30, 26

-76

OLD MISSION CAPITAL LLC

Jun 30, 26

-75.16K

BOKF, NA

Jun 30, 26

-3.13K

Golden State Equity Partners

Jun 30, 26

-45.49K

Lloyd Advisory Services, LLC.

Jun 30, 26

-399

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

-200

Financial Partners Group, Inc

Jun 30, 26

-5.47K

Root Financial Partners, LLC

Jun 30, 26

-2.69K

OMNI 360 Wealth, Inc.

Jun 30, 26

-5.78K

Goodwin Investment Advisory

Jun 30, 26

-5.91K

Independent Advisor Alliance

Jun 30, 26

-68.59K

American Trust

Jun 30, 26

-48.72K

Wealth Preservation Advisors, LLC

Jun 30, 26

-127

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-1.27K

LeClair Wealth Partners LLC

Jun 30, 26

-9.30K

BROWN BROTHERS HARRIMAN & CO

Jun 30, 26

-668

Westmount Partners, LLC

Jun 30, 26

-6.99K

Mills Wealth Advisors LLC

Jun 30, 26

-42.96K

VICUS CAPITAL

Jun 30, 26

-81.71K

CWM, LLC

632.19K

Mar 31, 26

+117.11K

0.37%

TruWealth Advisors, LLC

104.56K

Mar 31, 26

+899

0.06%

Marmo Financial Group, LLC

55.40K

Mar 31, 26

-1.50K

0.03%

Financial Connections Group, Inc.

51.03K

Mar 31, 26

-3.53K

0.03%

Leo Wealth, LLC

21.31K

Mar 31, 26

+4.89K

0.01%

Signature Wealth Management Group

5.79K

Mar 31, 26

+5.79K

0.00%

INTEGRITY WEALTH ADVISORS, INC.

5.67K

Mar 31, 26

+1.28K

0.00%

U.S. Capital Wealth Advisors, LLC

4.70K

Mar 31, 26

-2.53K

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

-565

Stephens Consulting, LLC

372.93K

Dec 31, 25

+2.58K

0.22%

MidWestOne Financial Group, Inc.

44.53K

Dec 31, 25

+40.49K

0.03%

COMERICA BANK

35.60K

Dec 31, 25

+28.86K

0.02%

ORG Partners LLC

14.49K

Dec 31, 25

+6.29K

0.01%

Bowman & Co S.C.

6.55K

Dec 31, 25

+1.26K

0.00%

CIBC Private Wealth Group, LLC

1.17K

Dec 31, 25

+1.09K

0.00%

McCarthy & Cox

Dec 31, 25

-15.52K

Shorepoint Capital Partners LLC

140.64K

Sep 30, 25

+140.64K

0.08%

Apexium Financial, LP

126.61K

Sep 30, 25

+117

0.07%

Obsidian Personal Planning Solutions LLC

76.13K

Sep 30, 25

+7.19K

0.04%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

12.13K

Sep 30, 25

+12.13K

0.01%

OAK HILL WEALTH ADVISORS, LLC

6.42K

Sep 30, 25

-29

0.00%

Masso Torrence Wealth Management Inc.

6.00K

Sep 30, 25

0.00%

West Oak Capital, LLC

Sep 30, 25

-4.70K

AVANTAX ADVISORY SERVICES, INC.

897.84K

Jun 30, 25

+862.47K

0.53%

Martin Worley Group

144.92K

Jun 30, 25

-6.13K

0.08%

OLYMPUS WEALTH MANAGEMENT, LLC

117.15K

Jun 30, 25

+3.20K

0.07%

First Horizon Advisors, Inc.

52.34K

Jun 30, 25

+379

0.03%

Congress Wealth Management LLC / DE /

42.34K

Jun 30, 25

-978

0.02%

Summit X, LLC

26.26K

Jun 30, 25

-1.01K

0.02%

Good Life Advisors, LLC

20.99K

Jun 30, 25

-35

0.01%

Blue Investment Partners LLC

4.95K

Jun 30, 25

+451

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-7.07K

Orion Portfolio Solutions, LLC

648.64K

Mar 31, 25

+648.64K

0.38%

Marcum Wealth, LLC

315.77K

Mar 31, 25

-17.62K

0.19%

Aveo Capital Partners, LLC

160.85K

Mar 31, 25

-95.23K

0.09%

Morningstar Investment Services LLC

28.12K

Mar 31, 25

-23.50K

0.02%

Transform Wealth, LLC

4.80K

Mar 31, 25

0.00%

Riggs Capital Management LLC

34.14K

Dec 31, 24

+34.14K

0.02%

PRIVATE CAPITAL MANAGEMENT LLC

14.27K

Dec 31, 24

+9.33K

0.01%

SignalPoint Asset Management, LLC

7.44K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

914.79K

Sep 30, 24

+61.31K

0.54%

RAYMOND JAMES & ASSOCIATES

404.25K

Sep 30, 24

+115.69K

0.24%

Platte River Wealth Advisors, LLC

150.72K

Sep 30, 24

+7.88K

0.09%

FinTrust Capital Advisors, LLC

14.19K

Sep 30, 24

+13.08K

0.01%

RAYMOND JAMES TRUST N.A.

5.32K

Sep 30, 24

+5.32K

0.00%

Carmichael Hill & Associates, Inc.

1.37K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

15.92K

Jun 30, 24

-10

0.01%

Gratus Capital LLC

14.01K

Jun 30, 24

+7.00K

0.01%

ICA Group Wealth Management, LLC

1.17K

Jun 30, 24

+450

0.00%

Atlas Private Wealth Management

115.80K

Mar 31, 24

+5.86K

0.07%

Cetera Advisor Networks LLC

40.68K

Mar 31, 24

+10.81K

0.02%

Cetera Advisors LLC

29.15K

Mar 31, 24

+7.37K

0.02%

InterOcean Capital Group, LLC

4.83K

Mar 31, 24

+4.83K

0.00%

Bartlett & Co. LLC

24.43K

Dec 31, 23

+24.43K

0.01%

StrategIQ Financial Group, LLC

14.18K

Dec 31, 23

+14.18K

0.01%

3D/L Capital Management, LLC

50.94K

Sep 30, 23

+50.94K

0.03%

MCMILLION CAPITAL MANAGEMENT INC

14.72K

Jun 30, 23

0.01%

Beaumont Financial Partners, LLC

55.66K

Sep 30, 22

-4.15K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

728

Dec 31, 19

0.00%

BB&T SECURITIES, LLC

5.21K

Sep 30, 19

+5.21K

0.00%