JPMorgan Income ETF(JPIE)

$45.60—Stale · unknown old

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JPMorgan Income ETF(JPIE)

NYSE • Last print unknown ago

$45.60—Stale · unknown old

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JPIE(JPIE)

JPIE

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Institutional Ownership

Top 555 Institutional Holders

Holder	Shares	Date	Change	% Held
Sixth Street Partners Management Company, L.P.	13.38M	Jun 30, 26	+13.38M	11.49%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13.38M	Jun 30, 26	+4.70M	11.49%
JPMORGAN CHASE & CO	8.27M	Jun 30, 26	+1.57M	7.10%
MORGAN STANLEY	7.31M	Jun 30, 26	+174.35K	6.27%
Sequoia Financial Advisors, LLC	7.13M	Jun 30, 26	+747.80K	6.12%
WELLS FARGO & COMPANY/MN	6.29M	Jun 30, 26	+503.00K	5.40%
Savant Capital, LLC	6.22M	Jun 30, 26	-215.61K	5.34%
BANK OF AMERICA CORP /DE/	4.13M	Jun 30, 26	+515.52K	3.55%
Waverly Advisors, LLC	2.67M	Jun 30, 26	+176.27K	2.29%
ENVESTNET ASSET MANAGEMENT INC	2.63M	Jun 30, 26	+31.98K	2.26%
LPL Financial LLC	2.07M	Jun 30, 26	+1.35M	1.78%
RAYMOND JAMES FINANCIAL INC	2.01M	Jun 30, 26	+277.90K	1.73%
ROYAL BANK OF CANADA	1.89M	Jun 30, 26	-393.64K	1.63%
ADVISOR GROUP HOLDINGS, INC.	1.73M	Jun 30, 26	+82.23K	1.48%
Syntegra Private Wealth Group, LLC	1.66M	Jun 30, 26	+558.21K	1.43%
Southern Financial Group, LLC	1.41M	Jun 30, 26	+61.20K	1.21%
CARY STREET PARTNERS FINANCIAL LLC	1.23M	Jun 30, 26	+97.35K	1.05%
Hilton Capital Management, LLC	1.18M	Jun 30, 26	+214.53K	1.02%
Janney Montgomery Scott LLC	1.13M	Jun 30, 26	+98.85K	0.97%
Williams Financial, LLC	1.12M	Jun 30, 26	+69.24K	0.96%
Wagner Wealth Management, LLC	1.03M	Jun 30, 26	+129.31K	0.89%
D'Orazio & Associates, Inc.	991.36K	Jun 30, 26	+44.95K	0.85%
Rockefeller Capital Management L.P.	966.94K	Jun 30, 26	+81.84K	0.83%
Enclave Advisors LLC	960.51K	Jun 30, 26	+82.42K	0.82%
TRUIST FINANCIAL CORP	879.72K	Jun 30, 26	+69.73K	0.76%
Evergreen Wealth Solutions, LLC	848.97K	Jun 30, 26	+271.78K	0.73%
Cornerstone Advisory, LLC	829.53K	Jun 30, 26	+140.94K	0.71%
Diversified Enterprises, LLC	822.16K	Jun 30, 26	+28.95K	0.71%
Cetera Investment Advisers	810.80K	Jun 30, 26	+77.11K	0.70%
Confluence Wealth Services, Inc.	740.80K	Jun 30, 26	+184.96K	0.64%
Capital Advisors Wealth Management, LLC	712.74K	Jun 30, 26	+55.79K	0.61%
Cambridge Investment Research Advisors, Inc.	688.51K	Jun 30, 26	+225.54K	0.59%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	642.28K	Jun 30, 26	+40.81K	0.55%
Legacy Edge Advisors, LLC	637.75K	Jun 30, 26	+193.35K	0.55%
Wealthcare Advisory Partners LLC	630.71K	Jun 30, 26	+35.50K	0.54%
JONES FINANCIAL COMPANIES LLLP	610.19K	Jun 30, 26	+205.82K	0.52%
Scott Capital Advisors, LLC	597.81K	Jun 30, 26	+25.78K	0.51%
Armor Investment Advisors, LLC	589.85K	Jun 30, 26	+46.73K	0.51%
D.A. DAVIDSON & CO.	582.07K	Jun 30, 26	+30.14K	0.50%
STIFEL FINANCIAL CORP	574.84K	Jun 30, 26	+18.87K	0.49%
Longview Financial Advisors LLC	571.55K	Jun 30, 26	+51.51K	0.49%
Resonant Capital Advisors, LLC	562.99K	Jun 30, 26	+20.62K	0.48%
GREAT VALLEY ADVISOR GROUP, INC.	549.85K	Jun 30, 26	+67.42K	0.47%
Planned Solutions, Inc.	544.01K	Jun 30, 26	+10.94K	0.47%
Lineweaver Wealth Advisors, LLC	537.39K	Jun 30, 26	-47.42K	0.46%
Schneider Downs Wealth Management Advisors, LP	533.15K	Jun 30, 26	+60.12K	0.46%
TPG Financial Advisors, LLC	526.75K	Jun 30, 26	+7.37K	0.45%
NavPoint Financial, Inc.	519.34K	Jun 30, 26	+20.44K	0.45%
Certified Advisory Corp	517.96K	Jun 30, 26	+45.49K	0.44%
Visionary Wealth Advisors	503.27K	Jun 30, 26	-3.88K	0.43%
MEANS INVESTMENT CO., INC.	501.93K	Jun 30, 26	+501.93K	0.43%
Apollon Wealth Management, LLC	498.56K	Jun 30, 26	+82.87K	0.43%
NewEdge Wealth, LLC	495.83K	Jun 30, 26	-71.22K	0.43%
True North Advisors, LLC	488.50K	Jun 30, 26	-31.11K	0.42%
ELEMENT POINTE ADVISORS, LLC	485.02K	Jun 30, 26	+12.12K	0.42%
Echo Wealth Management, LLC	466.28K	Jun 30, 26	+24.65K	0.40%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	466.10K	Jun 30, 26	+4.70K	0.40%
Vestmark Advisory Solutions, Inc.	451.81K	Jun 30, 26	+17.93K	0.39%
JANE STREET GROUP, LLC	450.79K	Jun 30, 26	+450.79K	0.39%
Perigon Wealth Management, LLC	447.19K	Jun 30, 26	+188.04K	0.38%
One Capital Management, LLC	435.07K	Jun 30, 26	--	0.37%
Peterson Wealth Advisors, LLC	414.63K	Jun 30, 26	+8.43K	0.36%
HBW Advisory Services LLC	408.82K	Jun 30, 26	-1.80K	0.35%
HighTower Advisors, LLC	401.90K	Jun 30, 26	+48.00K	0.35%
Greenwich Wealth Management LLC	398.35K	Jun 30, 26	+52.16K	0.34%
COMMONWEALTH EQUITY SERVICES, LLC	397.95K	Jun 30, 26	-239.24K	0.34%
NORTHLAND SECURITIES, INC.	397.10K	Jun 30, 26	-10.24K	0.34%
Kestra Advisory Services, LLC	392.37K	Jun 30, 26	+78.72K	0.34%
Pearl Planning LLC	391.36K	Jun 30, 26	+33.21K	0.34%
Integrated Wealth Concepts LLC	379.65K	Jun 30, 26	+20.90K	0.33%
Magnus Financial Group LLC	372.96K	Jun 30, 26	+14.92K	0.32%
Bernardo Wealth Planning LLC	371.86K	Jun 30, 26	+63.28K	0.32%
Mount Yale Investment Advisors, LLC	369.27K	Jun 30, 26	+4.09K	0.32%
Tradition Wealth Management, LLC	355.49K	Jun 30, 26	+29.00K	0.31%
Pinion Investment Advisors, LLC	349.36K	Jun 30, 26	+86.11K	0.30%
Merit Financial Group, LLC	339.99K	Jun 30, 26	+14.01K	0.29%
PLANNING DIRECTIONS INC	334.85K	Jun 30, 26	+104.91K	0.29%
Farther Finance Advisors, LLC	329.16K	Jun 30, 26	+65.20K	0.28%
Clear Trail Advisors, LLC	329.00K	Jun 30, 26	+31.23K	0.28%
PARK AVENUE SECURITIES LLC	322.94K	Jun 30, 26	+27.11K	0.28%
SMITH, MOORE & CO.	321.60K	Jun 30, 26	+14.11K	0.28%
BEAM WEALTH ADVISORS, INC.	309.48K	Jun 30, 26	+135.55K	0.27%
HARBOR ADVISORY CORP /MA/	309.39K	Jun 30, 26	+46.77K	0.27%
PNC FINANCIAL SERVICES GROUP, INC.	306.18K	Jun 30, 26	+55.38K	0.26%
Arkadios Wealth Advisors	302.04K	Jun 30, 26	-901.00K	0.26%
O'ROURKE & COMPANY, Inc	286.95K	Jun 30, 26	+45.33K	0.25%
American Financial Advisors, LLC	286.63K	Jun 30, 26	+25.35K	0.25%
FMA Wealth Management, LLC	272.35K	Jun 30, 26	-2.99K	0.23%
FAGAN ASSOCIATES, INC.	272.16K	Jun 30, 26	+25.92K	0.23%
NewEdge Advisors, LLC	267.01K	Jun 30, 26	+136	0.23%
Bridgewealth Advisory Group, LLC	265.24K	Jun 30, 26	+19.36K	0.23%
Krilogy Financial LLC	248.77K	Jun 30, 26	-8.67K	0.21%
Richard W. Paul & Associates, LLC	247.86K	Jun 30, 26	+13.11K	0.21%
Andrews Advisory Associates, LLC	233.19K	Jun 30, 26	+13.24K	0.20%
WINEBRENNER CAPITAL MANAGEMENT LLC	231.41K	Jun 30, 26	+10.61K	0.20%
Geneos Wealth Management Inc.	229.43K	Jun 30, 26	-94.92K	0.20%
Financial Futures Ltd Liability Co.	224.62K	Jun 30, 26	+13.49K	0.19%
Leverty Financial Group, LLC	224.32K	Jun 30, 26	+224.32K	0.19%
MML INVESTORS SERVICES, LLC	222.70K	Jun 30, 26	+52.96K	0.19%
S Harris Financial Group, LLC	219.61K	Jun 30, 26	+17.26K	0.19%
PENNEY FINANCIAL, LLC	211.96K	Jun 30, 26	+3.36K	0.18%
Mutual Advisors, LLC	210.67K	Jun 30, 26	+39.73K	0.18%
MGO ONE SEVEN LLC	208.09K	Jun 30, 26	+26.22K	0.18%
Royal Harbor Partners, LLC	206.76K	Jun 30, 26	+1.76K	0.18%
AXXCESS WEALTH MANAGEMENT, LLC	206.22K	Jun 30, 26	+19.89K	0.18%
Independence Asset Advisors, LLC	205.69K	Jun 30, 26	+199.53K	0.18%
BankPlus Wealth Management LLC	205.58K	Jun 30, 26	+4.54K	0.18%
FOUNDERS FINANCIAL SECURITIES LLC	205.47K	Jun 30, 26	+15.56K	0.18%
Horizon Investments, LLC	205.41K	Jun 30, 26	-169.60K	0.18%
DAVENPORT & Co LLC	197.53K	Jun 30, 26	+22.86K	0.17%
DAYMARK WEALTH PARTNERS, LLC	195.70K	Jun 30, 26	+30.02K	0.17%
MATHER GROUP, LLC.	185.13K	Jun 30, 26	+1.35K	0.16%
Vigilare Wealth Management	184.14K	Jun 30, 26	+101.49K	0.16%
Colony Group, LLC	183.11K	Jun 30, 26	+2.96K	0.16%
Waterloo Capital, L.P.	182.88K	Jun 30, 26	-56.90K	0.16%
SkyOak Wealth, LLC	181.84K	Jun 30, 26	-6.40K	0.16%
Seascape Capital Management	180.07K	Jun 30, 26	+7.05K	0.15%
Focus Financial Network, Inc.	178.62K	Jun 30, 26	+54.71K	0.15%
Colter Lewis Investment Partners LLC	177.36K	Jun 30, 26	+73.72K	0.15%
N.E.W. Advisory Services LLC	172.93K	Jun 30, 26	-15.96K	0.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	172.79K	Jun 30, 26	-2.87K	0.15%
McCarthy Asset Management, Inc.	171.80K	Jun 30, 26	+171.80K	0.15%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	169.79K	Jun 30, 26	-18.03K	0.15%
Financial Management Professionals, Inc.	163.47K	Jun 30, 26	-5.20K	0.14%
Mariner, LLC	152.84K	Jun 30, 26	+16.71K	0.13%
Etesian Wealth Advisors, Inc.	151.24K	Jun 30, 26	-112	0.13%
Asset Advisory Group, Inc.	151.11K	Jun 30, 26	+12.03K	0.13%
Blue Chip Partners, LLC	148.31K	Jun 30, 26	+753	0.13%
OPTIMA CAPITAL LLC	147.05K	Jun 30, 26	+18.37K	0.13%
EPG Wealth Management LLC	145.51K	Jun 30, 26	+11.85K	0.12%
LARCH CAPITAL PARTNERS LLC	145.40K	Jun 30, 26	--	0.12%
Fiduciary Alliance LLC	141.89K	Jun 30, 26	+10.68K	0.12%
KICKSTAND VENTURES, LLC.	140.41K	Jun 30, 26	+37.68K	0.12%
KINGSWOOD WEALTH ADVISORS, LLC	137.77K	Jun 30, 26	+11.60K	0.12%
Lionsbridge Wealth Management LLC	137.67K	Jun 30, 26	-5.58K	0.12%
RENAISSANCE TECHNOLOGIES LLC	132.19K	Jun 30, 26	+132.19K	0.11%
KELLY FINANCIAL GROUP LLC	132.01K	Jun 30, 26	+12.65K	0.11%
Jeter Robert S II	128.77K	Jun 30, 26	-733	0.11%
Ethos Financial Group, LLC	128.19K	Jun 30, 26	+13.47K	0.11%
Overbrook Management Corp	126.26K	Jun 30, 26	+126.26K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	125.78K	Jun 30, 26	+38.26K	0.11%
Spahn Wealth & Retirement LLC	121.90K	Jun 30, 26	+110.63K	0.10%
Red Mountain Financial, LLC	121.30K	Jun 30, 26	+3.63K	0.10%
CHOREO, LLC	119.27K	Jun 30, 26	-122.57K	0.10%
LifeGoal Wealth Advisors	118.53K	Jun 30, 26	-8.14K	0.10%
MorganRosel Wealth Management, LLC	118.20K	Jun 30, 26	+14.63K	0.10%
US BANCORP \DE\	116.67K	Jun 30, 26	-3.50K	0.10%
Continuum Advisory, LLC	114.97K	Jun 30, 26	+1.72K	0.10%
HARBOUR INVESTMENTS, INC.	114.17K	Jun 30, 26	-1.37K	0.10%
HTG Investment Advisors, Inc.	112.78K	Jun 30, 26	+12.30K	0.10%
Creative Planning	111.66K	Jun 30, 26	-3.99K	0.10%
Nordwand Advisors, LLC	109.94K	Jun 30, 26	--	0.09%
Retirement Planning Group	109.45K	Jun 30, 26	+109.45K	0.09%
Berkshire Bank	106.93K	Jun 30, 26	+11.96K	0.09%
Summit Financial, LLC	106.59K	Jun 30, 26	+9.05K	0.09%
Cauble & Harre Wealth Management, Inc.	103.71K	Jun 30, 26	+186	0.09%
UBS ASSET MANAGEMENT AMERICAS INC	101.88K	Jun 30, 26	--	0.09%
Advisory Services Network, LLC	98.86K	Jun 30, 26	+2.81K	0.08%
BENJAMIN EDWARDS INC	98.53K	Jun 30, 26	+4.20K	0.08%
Evolution Wealth Advisors, LLC	96.60K	Jun 30, 26	-3.79K	0.08%
WILEY BROS.-AINTREE CAPITAL, LLC	96.56K	Jun 30, 26	+36.40K	0.08%
Keystone Financial Services, LLC	96.29K	Jun 30, 26	-103	0.08%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	95.31K	Jun 30, 26	+37.70K	0.08%
Montecito Bank & Trust	94.26K	Jun 30, 26	+3.22K	0.08%
Miller Global Investments, LLC	94.06K	Jun 30, 26	+7.25K	0.08%
Kingsview Wealth Management, LLC	93.82K	Jun 30, 26	+17.45K	0.08%
Hopwood Nicholas Hunter	93.64K	Jun 30, 26	-3.41K	0.08%
Invst, LLC	93.17K	Jun 30, 26	+6.94K	0.08%
OMNI 360 Wealth, Inc.	93.15K	Jun 30, 26	+8.34K	0.08%
Buckingham Strategic Partners	93.15K	Jun 30, 26	+8.34K	0.08%
Citizens National Bank Trust Department	91.27K	Jun 30, 26	+11.64K	0.08%
BROWN ADVISORY INC	89.36K	Jun 30, 26	+89.36K	0.08%
Chesley Taft & Associates LLC	87.89K	Jun 30, 26	+5.34K	0.08%
Addison Capital Co	87.15K	Jun 30, 26	+6.57K	0.07%
TBH Global Asset Management, LLC	87.12K	Jun 30, 26	+1.12K	0.07%
Savvy Advisors, Inc.	85.13K	Jun 30, 26	+1.15K	0.07%
First Citizens Financial Corp	84.74K	Jun 30, 26	+10.20K	0.07%
Eaton Financial Holdings Company, LLC	84.41K	Jun 30, 26	+46.44K	0.07%
Baird Financial Group, Inc.	83.03K	Jun 30, 26	-1.68K	0.07%
Peck Wealth Management, LLC	82.30K	Jun 30, 26	-1.08K	0.07%
Brinker Capital Investments, LLC	82.22K	Jun 30, 26	-8.90K	0.07%
Paladin Advisory Group, LLC	80.63K	Jun 30, 26	+229	0.07%
Tortoise Investment Management, LLC	79.73K	Jun 30, 26	+74.23K	0.07%
FIFTH THIRD SECURITIES, INC.	77.86K	Jun 30, 26	+3.87K	0.07%
Emerald Advisors, LLC	77.19K	Jun 30, 26	+63.43K	0.07%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	76.03K	Jun 30, 26	+6.48K	0.07%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	74.97K	Jun 30, 26	+1.18K	0.06%
Financial Partners Group, Inc	74.93K	Jun 30, 26	-3.50K	0.06%
Future Financial Wealth Managment LLC	74.87K	Jun 30, 26	+1.38K	0.06%
Narus Financial Partners, LLC	74.80K	Jun 30, 26	+7.23K	0.06%
Triad Wealth Partners, LLC	74.15K	Jun 30, 26	+5.94K	0.06%
Emissary Wealth LLC	73.84K	Jun 30, 26	+9.50K	0.06%
Syverson Strege & Co	72.67K	Jun 30, 26	-4.33K	0.06%
J.W. COLE ADVISORS, INC.	72.61K	Jun 30, 26	+33.69K	0.06%
Layline Advisors, LLC	71.97K	Jun 30, 26	+71.97K	0.06%
RFG Advisory, LLC	71.55K	Jun 30, 26	-16.16K	0.06%
InTrack Investment Management Inc	70.94K	Jun 30, 26	+28.38K	0.06%
Centurion Wealth Management LLC	70.93K	Jun 30, 26	-7.38K	0.06%
BNB Wealth Management, LLC	68.87K	Jun 30, 26	-9.78K	0.06%
Patriot Financial Group Insurance Agency, LLC	68.75K	Jun 30, 26	-72.23K	0.06%
Private Advisor Group, LLC	67.76K	Jun 30, 26	-362.43K	0.06%
Beaumont Financial Advisors, LLC	66.76K	Jun 30, 26	+49.98K	0.06%
Beckerman Institutional, LLC	64.50K	Jun 30, 26	+3.86K	0.06%
SAGE RHINO CAPITAL LLC	63.99K	Jun 30, 26	+9.75K	0.05%
Strategies Wealth Advisors, LLC	63.14K	Jun 30, 26	-5.41K	0.05%
PFG Advisors	61.21K	Jun 30, 26	+2.41K	0.05%
Madrid Wealth Management, LLC	60.85K	Jun 30, 26	+12.80K	0.05%
Prospera Financial Services Inc	60.77K	Jun 30, 26	-7.71K	0.05%
SCOTIA CAPITAL INC.	60.19K	Jun 30, 26	+60.19K	0.05%
Opal Wealth Advisors, LLC	58.41K	Jun 30, 26	+4.61K	0.05%
CITADEL ADVISORS LLC	58.27K	Jun 30, 26	+58.27K	0.05%
Castle Rock Wealth Management, LLC	57.77K	Jun 30, 26	+1.34K	0.05%
Everest Financial Group LLC	57.02K	Jun 30, 26	-4.29K	0.05%
Regal Investment Advisors LLC	55.94K	Jun 30, 26	+2.69K	0.05%
WealthPlan Investment Management, LLC	55.74K	Jun 30, 26	+12.22K	0.05%
Clearstead Advisors, LLC	54.49K	Jun 30, 26	+54.49K	0.05%
URS Advisory LLC	54.26K	Jun 30, 26	+10.98K	0.05%
SHEETS SMITH WEALTH MANAGEMENT	54.09K	Jun 30, 26	-1.13K	0.05%
Altus Wealth Management, LLC	53.84K	Jun 30, 26	-715	0.05%
Benchmark Financial, LLC	53.24K	Jun 30, 26	+4.91K	0.05%
S&A Financial Services, Inc.	50.49K	Jun 30, 26	+14.81K	0.04%
William Mack & Associates, Inc.	50.48K	Jun 30, 26	+22.88K	0.04%
Kovack Advisors, Inc.	50.01K	Jun 30, 26	+36.34K	0.04%
Sanctuary Advisors, LLC	48.83K	Jun 30, 26	+5.47K	0.04%
Western Wealth Management, LLC	48.24K	Jun 30, 26	+2.67K	0.04%
MN Wealth Advisors, LLC	47.40K	Jun 30, 26	+1.92K	0.04%
Dynamic Advisor Solutions LLC	47.18K	Jun 30, 26	+3.75K	0.04%
PFG Investments, LLC	46.75K	Jun 30, 26	+1.15K	0.04%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	46.26K	Jun 30, 26	+46.26K	0.04%
Cooper Financial Group	46.11K	Jun 30, 26	+1.16K	0.04%
EP Wealth Advisors, LLC	45.95K	Jun 30, 26	+45.95K	0.04%
TOWLE & CO	45.65K	Jun 30, 26	+15.75K	0.04%
Capital Analysts, LLC	45.49K	Jun 30, 26	+17.79K	0.04%
Nolet Wealth Management, LLC	45.38K	Jun 30, 26	--	0.04%
Alteri Wealth LLC	43.98K	Jun 30, 26	+3.43K	0.04%
Aspire Capital Advisors LLC	42.94K	Jun 30, 26	+11.66K	0.04%
Concurrent Investment Advisors, LLC	42.77K	Jun 30, 26	+10.57K	0.04%
Pensionmark Financial Group, LLC	41.90K	Jun 30, 26	-4.23K	0.04%
BankPlus Trust Department	41.73K	Jun 30, 26	+38	0.04%
Miracle Mile Advisors, LLC	41.51K	Jun 30, 26	-413	0.04%
Modera Wealth Management, LLC	41.25K	Jun 30, 26	-549	0.04%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	40.80K	Jun 30, 26	+29.70K	0.04%
Investor's Fiduciary Advisor Network, LLC	40.66K	Jun 30, 26	+520	0.03%
MTM FINANCIAL GROUP, LLC	38.70K	Jun 30, 26	+3.46K	0.03%
NATIXIS ADVISORS, L.P.	38.53K	Jun 30, 26	+15.63K	0.03%
PDS Planning, Inc	36.95K	Jun 30, 26	-5.65K	0.03%
Turner Financial Group, Inc.	36.67K	Jun 30, 26	+36.67K	0.03%
Envestnet Portfolio Solutions, Inc.	36.17K	Jun 30, 26	+6.37K	0.03%
First Heartland Consultants, Inc.	35.95K	Jun 30, 26	+631	0.03%
Cornerstone Financial Management LLC	35.91K	Jun 30, 26	-617	0.03%
AMERIPRISE FINANCIAL INC	35.35K	Jun 30, 26	-91	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	35.08K	Jun 30, 26	-8.96K	0.03%
5T Wealth, LLC	34.88K	Jun 30, 26	-2.53K	0.03%
BOKF, NA	34.70K	Jun 30, 26	+10.85K	0.03%
Element Wealth, LLC	33.88K	Jun 30, 26	-292	0.03%
WBH ADVISORY INC	33.69K	Jun 30, 26	+3.09K	0.03%
WHITENER CAPITAL MANAGEMENT, INC.	32.54K	Jun 30, 26	+25.81K	0.03%
OPPENHEIMER & CO INC	32.44K	Jun 30, 26	+3.05K	0.03%
FIFTH THIRD BANCORP	31.58K	Jun 30, 26	-2.50K	0.03%
White Wing Wealth Management	31.18K	Jun 30, 26	+24.43K	0.03%
Selby Wealth Management, LLC	31.05K	Jun 30, 26	+242	0.03%
Avantax Planning Partners, Inc.	30.85K	Jun 30, 26	+742	0.03%
Accurate Wealth Management, LLC	30.62K	Jun 30, 26	-44	0.03%
Sovran Advisors, LLC	30.45K	Jun 30, 26	-95.64K	0.03%
DRIVE WEALTH MANAGEMENT, LLC	30.18K	Jun 30, 26	-18.56K	0.03%
Triumph Capital Management	29.77K	Jun 30, 26	-955	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	29.52K	Jun 30, 26	+2.48K	0.03%
Rehmann Capital Advisory Group	27.15K	Jun 30, 26	+27.15K	0.02%
Steward Partners Investment Advisory, LLC	26.26K	Jun 30, 26	+3.09K	0.02%
Belpointe Asset Management LLC	26.03K	Jun 30, 26	+747	0.02%
Fortis Capital Advisors, LLC	26.03K	Jun 30, 26	+747	0.02%
Herold Advisors, Inc.	25.10K	Jun 30, 26	-8.56K	0.02%
NCM Capital Management, LLC	24.75K	Jun 30, 26	-100	0.02%
HB Wealth Management, LLC	24.61K	Jun 30, 26	+20.23K	0.02%
Aprio Wealth Management, LLC	24.28K	Jun 30, 26	-1.68K	0.02%
B. Riley Wealth Advisors, Inc.	24.06K	Jun 30, 26	+24.06K	0.02%
Sigma Planning Corp	23.99K	Jun 30, 26	-498	0.02%
Waterfront Wealth Inc.	23.73K	Jun 30, 26	+1.90K	0.02%
NorthRock Partners, LLC	23.60K	Jun 30, 26	+8.42K	0.02%
NOVEM GROUP	22.29K	Jun 30, 26	+12.37K	0.02%
TopTier Wealth Management, LLC	21.76K	Jun 30, 26	-106	0.02%
Rockingstone Advisors LLC	21.70K	Jun 30, 26	--	0.02%
Cobblestone Asset Management LLC	21.43K	Jun 30, 26	+2.12K	0.02%
Pine Valley Investments Ltd Liability Co	21.12K	Jun 30, 26	-236	0.02%
Birchwood Financial Partners, Inc.	20.58K	Jun 30, 26	+3.94K	0.02%
Parallel Advisors, LLC	20.18K	Jun 30, 26	-312	0.02%
REICON WEALTH ADVISORS, LLC	19.96K	Jun 30, 26	+3.27K	0.02%
Client First Investment Management LLC	19.77K	Jun 30, 26	+19.77K	0.02%
Investment Planning Advisors, Inc.	19.32K	Jun 30, 26	+949	0.02%
Robertson Stephens Wealth Management, LLC	19.25K	Jun 30, 26	-4.34K	0.02%
Smartleaf Asset Management LLC	18.96K	Jun 30, 26	--	0.02%
LaFleur & Godfrey LLC	18.57K	Jun 30, 26	+1.78K	0.02%
SUMMIT WEALTH GROUP LLC / CO	18.18K	Jun 30, 26	-14	0.02%
FIDUCIARY FINANCIAL ADVISORS	17.49K	Jun 30, 26	+17.49K	0.02%
Meeder Advisory Services, Inc.	17.40K	Jun 30, 26	+624	0.01%
STEINBERGANNA WEALTH MANAGEMENT	17.18K	Jun 30, 26	+3.30K	0.01%
PRINCIPAL SECURITIES, INC.	16.90K	Jun 30, 26	+460	0.01%
Beta Wealth Group, Inc.	16.81K	Jun 30, 26	+314	0.01%
Vise Technologies, Inc.	16.45K	Jun 30, 26	+16.45K	0.01%
M.E. ALLISON & CO., INC.	16.41K	Jun 30, 26	+764	0.01%
Acumen Wealth Advisors, LLC	16.22K	Jun 30, 26	+13.77K	0.01%
Axis Wealth Partners, LLC	16.20K	Jun 30, 26	-159	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	16.14K	Jun 30, 26	-2.15K	0.01%
CreativeOne Wealth, LLC	15.95K	Jun 30, 26	-245	0.01%
Advisors Asset Management, Inc.	15.83K	Jun 30, 26	+4.03K	0.01%
Resurgent Financial Advisors LLC	15.74K	Jun 30, 26	+591	0.01%
Hudson Value Partners, LLC	15.32K	Jun 30, 26	+689	0.01%
PALLADIEM, LLC	15.29K	Jun 30, 26	--	0.01%
MASSMUTUAL TRUST CO FSB/ADV	15.00K	Jun 30, 26	-416	0.01%
Beacon Pointe Advisors, LLC	14.96K	Jun 30, 26	+6.60K	0.01%
OneAscent Wealth Management LLC	14.83K	Jun 30, 26	-865	0.01%
Daviman Financial, LLC	14.80K	Jun 30, 26	--	0.01%
Advisor OS, LLC	14.59K	Jun 30, 26	+2.09K	0.01%
Safeguard Investment Advisory Group, LLC	14.51K	Jun 30, 26	+14.51K	0.01%
TD Waterhouse Canada Inc.	14.36K	Jun 30, 26	+11.79K	0.01%
Menard Financial Group LLC	14.31K	Jun 30, 26	-2.19K	0.01%
Betterment LLC	14.08K	Jun 30, 26	+3	0.01%
StoneX Group Inc.	13.79K	Jun 30, 26	+1.64K	0.01%
Lido Advisors, LLC	13.72K	Jun 30, 26	+5.14K	0.01%
BLUEDOOR PRIVATE WEALTH, LLC	13.69K	Jun 30, 26	+13.69K	0.01%
Leo H. Evart, Inc.	13.25K	Jun 30, 26	+159	0.01%
IFP Advisors, Inc	13.17K	Jun 30, 26	-1.26K	0.01%
Breakwater Capital Group	13.06K	Jun 30, 26	+5.44K	0.01%
BXM Wealth LLC	12.93K	Jun 30, 26	+469	0.01%
Coppell Advisory Solutions LLC	12.85K	Jun 30, 26	+12.85K	0.01%
MONEY CONCEPTS CAPITAL CORP	12.15K	Jun 30, 26	-73	0.01%
Van Hulzen Asset Management, LLC	12.07K	Jun 30, 26	+810	0.01%
WealthPLAN Partners, LLC	11.76K	Jun 30, 26	+6.67K	0.01%
Helen Stephens Group, LLC	11.70K	Jun 30, 26	-1.43K	0.01%
PKS Advisory Services, LLC	11.53K	Jun 30, 26	+2.36K	0.01%
Balboa Wealth Partners	11.50K	Jun 30, 26	+1.14K	0.01%
SALEM INVESTMENT COUNSELORS INC	11.50K	Jun 30, 26	+11.50K	0.01%
Brookwood Investment Group LLC	11.43K	Jun 30, 26	+84	0.01%
Wedmont Private Capital	11.16K	Jun 30, 26	+150	0.01%
National Philanthropic Trust	10.79K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	10.77K	Jun 30, 26	-311	0.01%
Harvest Investment Services, LLC	10.42K	Jun 30, 26	+1.77K	0.01%
Next Level Wealth Planning, LLC	10.42K	Jun 30, 26	+722	0.01%
Mendel Capital Management LLC	10.33K	Jun 30, 26	+550	0.01%
Mascagni Wealth Management, Inc.	10.15K	Jun 30, 26	-114	0.01%
SeaCrest Wealth Management, LLC	10.13K	Jun 30, 26	-188	0.01%
FSM Wealth Advisors, LLC	9.89K	Jun 30, 26	+1.77K	0.01%
Cloud Capital Management, LLC	9.87K	Jun 30, 26	-492	0.01%
Formidable Asset Management, LLC	9.69K	Jun 30, 26	+9.69K	0.01%
Oak Barrel Wealth Advisory LLC	9.63K	Jun 30, 26	+9.63K	0.01%
GatePass Capital, LLC	9.55K	Jun 30, 26	+9.55K	0.01%
IPG Investment Advisors LLC	9.50K	Jun 30, 26	--	0.01%
Mayfair Advisory Group, LLC	9.45K	Jun 30, 26	--	0.01%
Lansing Street Advisors	9.42K	Jun 30, 26	+9.42K	0.01%
JSF Financial, LLC	9.30K	Jun 30, 26	+9.30K	0.01%
REGIONS FINANCIAL CORP	9.14K	Jun 30, 26	+9.14K	0.01%
FLOW TRADERS U.S. LLC	9.03K	Jun 30, 26	-22.85K	0.01%
Catalytic Wealth RIA, LLC	8.94K	Jun 30, 26	-3.00K	0.01%
Southeast Asset Advisors Inc.	8.91K	Jun 30, 26	+122	0.01%
AdvisorNet Financial, Inc	8.91K	Jun 30, 26	+368	0.01%
BOK Financial Private Wealth, Inc.	8.79K	Jun 30, 26	+6.88K	0.01%
Wayfinding Financial, LLC	8.68K	Jun 30, 26	-265	0.01%
Ascent Group, LLC	8.62K	Jun 30, 26	+193	0.01%
UBS Group AG	8.59K	Jun 30, 26	+3.58K	0.01%
Simplicity Wealth,LLC	8.55K	Jun 30, 26	+8.55K	0.01%
Stone House Investment Management, LLC	8.54K	Jun 30, 26	-5.42K	0.01%
Dorsey & Whitney Trust CO LLC	8.51K	Jun 30, 26	--	0.01%
Delta Investment Management, LLC	8.37K	Jun 30, 26	-3.55K	0.01%
EverSource Wealth Advisors, LLC	8.17K	Jun 30, 26	-1.10K	0.01%
Investment Partners Asset Management, Inc.	8.16K	Jun 30, 26	-41	0.01%
Chokshi & Queen Wealth Advisors, Inc	8.13K	Jun 30, 26	+3.17K	0.01%
Archvest Wealth Advisors, Inc.	8.10K	Jun 30, 26	+2.31K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	8.07K	Jun 30, 26	+8.07K	0.01%
NFP Retirement, Inc.	8.05K	Jun 30, 26	-2.75K	0.01%
AlphaCore Capital LLC	8.00K	Jun 30, 26	--	0.01%
XY Planning Network, Inc.	7.96K	Jun 30, 26	+2.44K	0.01%
MAI Capital Management	7.78K	Jun 30, 26	+477	0.01%
Atlantic Private Wealth, LLC	7.77K	Jun 30, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	7.74K	Jun 30, 26	--	0.01%
Essential Investment Partners LLC	7.72K	Jun 30, 26	+7.72K	0.01%
Fortress Wealth Group, LLC	7.68K	Jun 30, 26	-10	0.01%
Resolute Wealth Strategies, LLC	7.66K	Jun 30, 26	-215	0.01%
Fortune Financial Advisors, LLC	7.62K	Jun 30, 26	+1.33K	0.01%
Legacy Financial Strategies, LLC	7.57K	Jun 30, 26	+7.57K	0.01%
WEST MICHIGAN ADVISORS, LLC	7.41K	Jun 30, 26	-17.33K	0.01%
EHRLICH FINANCIAL GROUP	7.40K	Jun 30, 26	-800	0.01%
HOWARD WEALTH MANAGEMENT, LLC	7.29K	Jun 30, 26	+1.39K	0.01%
Sequent Planning LLC	7.07K	Jun 30, 26	+760	0.01%
Essex LLC	7.04K	Jun 30, 26	--	0.01%
Summit Wealth Partners, LLC	7.01K	Jun 30, 26	--	0.01%
Diversify Advisory Services, LLC	6.99K	Jun 30, 26	+6.99K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	6.99K	Jun 30, 26	+6.99K	0.01%
STEPHENS INC /AR/	6.95K	Jun 30, 26	+2	0.01%
TCG Advisory Services, LLC	6.91K	Jun 30, 26	+172	0.01%
Linscomb & Williams, Inc.	6.89K	Jun 30, 26	+6.89K	0.01%
Matisse Capital	6.82K	Jun 30, 26	+43	0.01%
Essex Savings Bank	6.81K	Jun 30, 26	+6.81K	0.01%
LaSalle St. Investment Advisors, LLC	6.66K	Jun 30, 26	+1.13K	0.01%
CENTRAL TRUST Co	6.63K	Jun 30, 26	--	0.01%
Runnymede Capital Advisors, Inc.	6.41K	Jun 30, 26	-969	0.01%
Apriem Advisors	6.36K	Jun 30, 26	+6.36K	0.01%
AFT, FORSYTH & COMPANY, INC.	6.30K	Jun 30, 26	-1.20K	0.01%
JOHNSON INVESTMENT COUNSEL INC	6.14K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	6.11K	Jun 30, 26	+6.11K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	6.02K	Jun 30, 26	--	0.01%
NWAM LLC	6.01K	Jun 30, 26	+6.01K	0.01%
Ausdal Financial Partners, Inc.	5.99K	Jun 30, 26	-68	0.01%
Cedarwood Wealth LLC	5.84K	Jun 30, 26	+5.84K	0.01%
Yukon Wealth Management, Inc.	5.76K	Jun 30, 26	+5.76K	0.00%
ALTERNA WEALTH MANAGEMENT, INC	5.73K	Jun 30, 26	+71	0.00%
Elevation Wealth Management LLC	5.69K	Jun 30, 26	+36	0.00%
Dynamic Financial Group	5.65K	Jun 30, 26	--	0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	5.46K	Jun 30, 26	--	0.00%
STEVENS CAPITAL PARTNERS	5.43K	Jun 30, 26	+5.43K	0.00%
Crossmark Global Holdings, Inc.	5.42K	Jun 30, 26	+5.42K	0.00%
Global Retirement Partners, LLC	5.34K	Jun 30, 26	+5.34K	0.00%
WASHINGTON TRUST Co	5.32K	Jun 30, 26	--	0.00%
Diversified Portfolios, Inc.	5.28K	Jun 30, 26	+334	0.00%
Indivisible Partners	5.28K	Jun 30, 26	+5.28K	0.00%
Nautilus Advisors LLC	5.22K	Jun 30, 26	-7.28K	0.00%
Gallacher Capital Management LLC	5.17K	Jun 30, 26	-43.27K	0.00%
Resources Investment Advisors, LLC.	5.13K	Jun 30, 26	+446	0.00%
Walkner Condon Financial Advisors LLC	5.03K	Jun 30, 26	-614	0.00%
Total Clarity Wealth Management, Inc.	5.02K	Jun 30, 26	+5.02K	0.00%
GeoWealth Management, LLC	4.90K	Jun 30, 26	+491	0.00%
Archer Investment Corp	4.88K	Jun 30, 26	+1.31K	0.00%
CIBC WORLD MARKET INC.	4.85K	Jun 30, 26	+4.85K	0.00%
WEDBUSH SECURITIES INC	4.83K	Jun 30, 26	+275	0.00%
Advyzon Investment Management, LLC	4.58K	Jun 30, 26	+4.58K	0.00%
UNIQUE WEALTH, LLC	4.49K	Jun 30, 26	+4.49K	0.00%
GFS Advisors, LLC	4.48K	Jun 30, 26	+4.48K	0.00%
Burns Matteson Capital Management, LLC	4.44K	Jun 30, 26	--	0.00%
HERITAGE OAK WEALTH ADVISORS LLC	4.44K	Jun 30, 26	+4.44K	0.00%
Lighthouse Wealth Management Inc.	4.44K	Jun 30, 26	+4.44K	0.00%
Essex Financial Services, Inc.	4.38K	Jun 30, 26	+7	0.00%
FMR LLC	4.26K	Jun 30, 26	+4.03K	0.00%
CAMBIENT FAMILY OFFICE, LLC	3.25K	Jun 30, 26	+3.25K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	3.00K	Jun 30, 26	+3.00K	0.00%
Transce3nd, LLC	3.00K	Jun 30, 26	-262	0.00%
Sankala Group LLC	3.00K	Jun 30, 26	+3.00K	0.00%
Medallion Wealth Advisors, LLC	2.85K	Jun 30, 26	-45.56K	0.00%
Burk Holdings LLC	2.35K	Jun 30, 26	--	0.00%
Allworth Financial LP	2.19K	Jun 30, 26	-1.65K	0.00%
TRUST CO OF VERMONT	2.06K	Jun 30, 26	+2.06K	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1.81K	Jun 30, 26	--	0.00%
Portfolio Resources Advisor Group, Inc.	1.74K	Jun 30, 26	--	0.00%
GGM Financials LLC	1.29K	Jun 30, 26	+336	0.00%
Manchester Capital Management LLC	1.25K	Jun 30, 26	-2.75K	0.00%
BLUELINE ADVISORS LLC	1.22K	Jun 30, 26	+1.22K	0.00%
Bogart Wealth, LLC	1.18K	Jun 30, 26	+654	0.00%
GHP Investment Advisors, Inc.	1.02K	Jun 30, 26	+14	0.00%
FRANKLIN RESOURCES INC	1.01K	Jun 30, 26	+1.01K	0.00%
Larson Financial Group LLC	1.00K	Jun 30, 26	--	0.00%
Mascoma Wealth Management LLC	1.00K	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	770	Jun 30, 26	--	0.00%
Torren Management, LLC	757	Jun 30, 26	+10	0.00%
IMA Wealth, Inc.	750	Jun 30, 26	+750	0.00%
Arlington Trust Co LLC	738	Jun 30, 26	--	0.00%
NorthAvenue LLC	737	Jun 30, 26	+737	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	673	Jun 30, 26	+19	0.00%
Signature Equity Partners, LLC	630	Jun 30, 26	+630	0.00%
WHITTIER TRUST CO OF NEVADA INC	629	Jun 30, 26	-9	0.00%
LGT Financial Advisors LLC	484	Jun 30, 26	+9	0.00%
WPG Advisers, LLC	430	Jun 30, 26	+430	0.00%
ST GERMAIN D J CO INC	390	Jun 30, 26	-145	0.00%
FAS Wealth Partners, Inc.	374	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	351	Jun 30, 26	+351	0.00%
CoreCap Advisors, LLC	310	Jun 30, 26	-37	0.00%
Ashton Thomas Private Wealth, LLC	298	Jun 30, 26	+17	0.00%
AE Wealth Management LLC	268	Jun 30, 26	-848	0.00%
Spire Wealth Management	238	Jun 30, 26	+69	0.00%
BlackRock, Inc.	191	Jun 30, 26	--	0.00%
Imprint Wealth LLC	186	Jun 30, 26	--	0.00%
Aventura Private Wealth, LLC	158	Jun 30, 26	+158	0.00%
Costello Asset Management, INC	130	Jun 30, 26	+2	0.00%
Rossby Financial, LCC	107	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	78	Jun 30, 26	--	0.00%
TUCKER ASSET MANAGEMENT LLC	55	Jun 30, 26	+55	0.00%
Winch Advisory Services, LLC	15	Jun 30, 26	--	0.00%
ASSETMARK, INC	15	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	11	Jun 30, 26	+11	0.00%
DHJJ Financial Advisors, Ltd.	9	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	Jun 30, 26	-105	0.00%
HICKS CAPITAL MANAGEMENT LLC	--	Jun 30, 26	-15.48K	--
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	--	Jun 30, 26	-59.13K	--
YANKCOM Partnership	--	Jun 30, 26	-346	--
HIGHLINE WEALTH PARTNERS LLC	--	Jun 30, 26	-324	--
Concorde Asset Management, LLC	--	Jun 30, 26	-5.02K	--
TD Capital Management LLC	--	Jun 30, 26	-2.16K	--
NORTHERN TRUST CORP	--	Jun 30, 26	-5.88K	--
SIGNATUREFD, LLC	--	Jun 30, 26	-25	--
High Note Wealth, LLC	--	Jun 30, 26	-1.67K	--
Rice Partnership, LLC	--	Jun 30, 26	-658	--
GODSEY & GIBB, INC	--	Jun 30, 26	-440	--
Heirloom Wealth Management	--	Jun 30, 26	-25.35K	--
Cerity Partners LLC	--	Jun 30, 26	-6.49K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-57	--
WJ Wealth Management, LLC	--	Jun 30, 26	-10.65K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-2.70K	--
Convergence Financial, LLC	--	Jun 30, 26	-16.94K	--
Golden State Equity Partners	--	Jun 30, 26	-5.94K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-3.04K	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-5.37K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-197.06K	--
RMG Wealth Management LLC	--	Jun 30, 26	-2.03K	--
VanWeelden Wealth Management, LLC	--	Jun 30, 26	-153.54K	--
United Community Bank	--	Jun 30, 26	-2.22K	--
Ellis Investment Partners, LLC	--	Jun 30, 26	-4.35K	--
SHP Wealth Management	--	Jun 30, 26	-550	--
Activest Wealth Management	--	Jun 30, 26	-10.77K	--
JOURNEY STRATEGIC WEALTH LLC	195.14K	Mar 31, 26	+2.82K	0.17%
Marmo Financial Group, LLC	100.33K	Mar 31, 26	-1.31K	0.09%
CWM, LLC	16.62K	Mar 31, 26	-30.77K	0.01%
Opes Wealth Management LLC	15.74K	Mar 31, 26	+840	0.01%
Capital Planning Advisors, LLC	14.72K	Mar 31, 26	--	0.01%
SIGNET FINANCIAL MANAGEMENT, LLC	11.86K	Mar 31, 26	+160	0.01%
Sunbelt Securities, Inc.	4.24K	Mar 31, 26	-1.25K	0.00%
Financial Gravity Asset Management, Inc.	11	Mar 31, 26	-227	0.00%
Heritage Financial Services, LLC	2.85M	Dec 31, 25	+543.25K	2.45%
MLG Wealth Management DBA Pine Grove Financial Group	164.53K	Dec 31, 25	+164.53K	0.14%
FOREFRONT WEALTH MANAGEMENT INC.	73.15K	Dec 31, 25	+2.78K	0.06%
Janney Capital Management LLC	56.56K	Dec 31, 25	+2.85K	0.05%
COMERICA BANK	38.81K	Dec 31, 25	+14.09K	0.03%
ORG Partners LLC	6.96K	Dec 31, 25	+792	0.01%
Litman Gregory Wealth Management LLC	2.25K	Dec 31, 25	-3.65K	0.00%
Motiv8 Investments LLC	28	Dec 31, 25	+28	0.00%
McCarthy & Cox	--	Dec 31, 25	-120.39K	--
Fortress Wealth Management, Inc.	337.83K	Sep 30, 25	-4.02K	0.29%
Obsidian Personal Planning Solutions LLC	298.75K	Sep 30, 25	+10.96K	0.26%
Burt Wealth Advisors	5.68K	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-50.45K	--
Blue Investment Partners LLC	222.27K	Jun 30, 25	+54.84K	0.19%
Blue Oak Capital, LLC	102.55K	Jun 30, 25	-23.38K	0.09%
Martin Worley Group	101.57K	Jun 30, 25	+22.48K	0.09%
AVANTAX ADVISORY SERVICES, INC.	31.27K	Jun 30, 25	+7.70K	0.03%
Atria Wealth Solutions, Inc.	21.51K	Jun 30, 25	-278.45K	0.02%
Legacy Investment Solutions, LLC	3.32K	Jun 30, 25	+3.32K	0.00%
Iron Horse Wealth Management, LLC	1.60K	Jun 30, 25	--	0.00%
Centricity Wealth Management, LLC	764	Jun 30, 25	+11	0.00%
Parkworth Wealth Management, Inc.	623	Jun 30, 25	+623	0.00%
Orion Portfolio Solutions, LLC	33.42K	Mar 31, 25	+33.42K	0.03%
NAPATREE CAPITAL LLC	15.85K	Mar 31, 25	+15.85K	0.01%
Transform Wealth, LLC	5.53K	Mar 31, 25	-109	0.00%
Diversified, LLC	620.21K	Sep 30, 24	+19.04K	0.53%
RAYMOND JAMES & ASSOCIATES	234.47K	Sep 30, 24	+76.11K	0.20%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	183.76K	Sep 30, 24	+38.07K	0.16%
Raymond James Financial Services Advisors, Inc.	157.86K	Sep 30, 24	+18.47K	0.14%
Family Asset Management, LLC	54.09K	Sep 30, 24	+10.35K	0.05%
Annapolis Financial Services, LLC	26.67K	Sep 30, 24	+6.16K	0.02%
Relative Value Partners Group, LLC	5.73K	Jun 30, 24	+5.73K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	100	Jun 30, 24	--	0.00%
Eudaimonia Partners, LLC	49.48K	Mar 31, 24	-17.62K	0.04%
EUDAIMONIA ADVISORS LLC	48.56K	Mar 31, 24	-4.20K	0.04%
Cetera Advisor Networks LLC	28.27K	Mar 31, 24	+14.53K	0.02%
InterOcean Capital Group, LLC	10.44K	Mar 31, 24	+10.44K	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	220.50K	Dec 31, 23	+220.50K	0.19%
Rainsberger Wealth Advisors, Inc.	156.21K	Dec 31, 23	+156.21K	0.13%
DFPG INVESTMENTS, LLC	13.31K	Dec 31, 23	+2.93K	0.01%
Kistler-Tiffany Companies, LLC	--	Jun 30, 23	-700	--
Integrity Advisory, LLC	24.70K	Dec 31, 22	+11.44K	0.02%

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Holder

Date

Change

% Held

Sixth Street Partners Management Company, L.P.

13.38M

Jun 30, 26

+13.38M

11.49%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

13.38M

Jun 30, 26

+4.70M

11.49%

JPMORGAN CHASE & CO

8.27M

Jun 30, 26

+1.57M

7.10%

MORGAN STANLEY

7.31M

Jun 30, 26

+174.35K

6.27%

Sequoia Financial Advisors, LLC

7.13M

Jun 30, 26

+747.80K

6.12%

WELLS FARGO & COMPANY/MN

6.29M

Jun 30, 26

+503.00K

5.40%

Savant Capital, LLC

6.22M

Jun 30, 26

-215.61K

5.34%

BANK OF AMERICA CORP /DE/

4.13M

Jun 30, 26

+515.52K

3.55%

Waverly Advisors, LLC

2.67M

Jun 30, 26

+176.27K

2.29%

ENVESTNET ASSET MANAGEMENT INC

2.63M

Jun 30, 26

+31.98K

2.26%

LPL Financial LLC

2.07M

Jun 30, 26

+1.35M

1.78%

RAYMOND JAMES FINANCIAL INC

2.01M

Jun 30, 26

+277.90K

1.73%

ROYAL BANK OF CANADA

1.89M

Jun 30, 26

-393.64K

1.63%

ADVISOR GROUP HOLDINGS, INC.

1.73M

Jun 30, 26

+82.23K

1.48%

Syntegra Private Wealth Group, LLC

1.66M

Jun 30, 26

+558.21K

1.43%

Southern Financial Group, LLC

1.41M

Jun 30, 26

+61.20K

1.21%

CARY STREET PARTNERS FINANCIAL LLC

1.23M

Jun 30, 26

+97.35K

1.05%

Hilton Capital Management, LLC

1.18M

Jun 30, 26

+214.53K

1.02%

Janney Montgomery Scott LLC

1.13M

Jun 30, 26

+98.85K

0.97%

Williams Financial, LLC

1.12M

Jun 30, 26

+69.24K

0.96%

Wagner Wealth Management, LLC

1.03M

Jun 30, 26

+129.31K

0.89%

D'Orazio & Associates, Inc.

991.36K

Jun 30, 26

+44.95K

0.85%

Rockefeller Capital Management L.P.

966.94K

Jun 30, 26

+81.84K

0.83%

Enclave Advisors LLC

960.51K

Jun 30, 26

+82.42K

0.82%

TRUIST FINANCIAL CORP

879.72K

Jun 30, 26

+69.73K

0.76%

Evergreen Wealth Solutions, LLC

848.97K

Jun 30, 26

+271.78K

0.73%

Cornerstone Advisory, LLC

829.53K

Jun 30, 26

+140.94K

0.71%

Diversified Enterprises, LLC

822.16K

Jun 30, 26

+28.95K

0.71%

Cetera Investment Advisers

810.80K

Jun 30, 26

+77.11K

0.70%

Confluence Wealth Services, Inc.

740.80K

Jun 30, 26

+184.96K

0.64%

Capital Advisors Wealth Management, LLC

712.74K

Jun 30, 26

+55.79K

0.61%

Cambridge Investment Research Advisors, Inc.

688.51K

Jun 30, 26

+225.54K

0.59%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

642.28K

Jun 30, 26

+40.81K

0.55%

Legacy Edge Advisors, LLC

637.75K

Jun 30, 26

+193.35K

0.55%

Wealthcare Advisory Partners LLC

630.71K

Jun 30, 26

+35.50K

0.54%

JONES FINANCIAL COMPANIES LLLP

610.19K

Jun 30, 26

+205.82K

0.52%

Scott Capital Advisors, LLC

597.81K

Jun 30, 26

+25.78K

0.51%

Armor Investment Advisors, LLC

589.85K

Jun 30, 26

+46.73K

0.51%

D.A. DAVIDSON & CO.

582.07K

Jun 30, 26

+30.14K

0.50%

STIFEL FINANCIAL CORP

574.84K

Jun 30, 26

+18.87K

0.49%

Longview Financial Advisors LLC

571.55K

Jun 30, 26

+51.51K

0.49%

Resonant Capital Advisors, LLC

562.99K

Jun 30, 26

+20.62K

0.48%

GREAT VALLEY ADVISOR GROUP, INC.

549.85K

Jun 30, 26

+67.42K

0.47%

Planned Solutions, Inc.

544.01K

Jun 30, 26

+10.94K

0.47%

Lineweaver Wealth Advisors, LLC

537.39K

Jun 30, 26

-47.42K

0.46%

Schneider Downs Wealth Management Advisors, LP

533.15K

Jun 30, 26

+60.12K

0.46%

TPG Financial Advisors, LLC

526.75K

Jun 30, 26

+7.37K

0.45%

NavPoint Financial, Inc.

519.34K

Jun 30, 26

+20.44K

0.45%

Certified Advisory Corp

517.96K

Jun 30, 26

+45.49K

0.44%

Visionary Wealth Advisors

503.27K

Jun 30, 26

-3.88K

0.43%

MEANS INVESTMENT CO., INC.

501.93K

Jun 30, 26

+501.93K

0.43%

Apollon Wealth Management, LLC

498.56K

Jun 30, 26

+82.87K

0.43%

NewEdge Wealth, LLC

495.83K

Jun 30, 26

-71.22K

0.43%

True North Advisors, LLC

488.50K

Jun 30, 26

-31.11K

0.42%

ELEMENT POINTE ADVISORS, LLC

485.02K

Jun 30, 26

+12.12K

0.42%

Echo Wealth Management, LLC

466.28K

Jun 30, 26

+24.65K

0.40%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

466.10K

Jun 30, 26

+4.70K

0.40%

Vestmark Advisory Solutions, Inc.

451.81K

Jun 30, 26

+17.93K

0.39%

JANE STREET GROUP, LLC

450.79K

Jun 30, 26

+450.79K

0.39%

Perigon Wealth Management, LLC

447.19K

Jun 30, 26

+188.04K

0.38%

One Capital Management, LLC

435.07K

Jun 30, 26

0.37%

Peterson Wealth Advisors, LLC

414.63K

Jun 30, 26

+8.43K

0.36%

HBW Advisory Services LLC

408.82K

Jun 30, 26

-1.80K

0.35%

HighTower Advisors, LLC

401.90K

Jun 30, 26

+48.00K

0.35%

Greenwich Wealth Management LLC

398.35K

Jun 30, 26

+52.16K

0.34%

COMMONWEALTH EQUITY SERVICES, LLC

397.95K

Jun 30, 26

-239.24K

0.34%

NORTHLAND SECURITIES, INC.

397.10K

Jun 30, 26

-10.24K

0.34%

Kestra Advisory Services, LLC

392.37K

Jun 30, 26

+78.72K

0.34%

Pearl Planning LLC

391.36K

Jun 30, 26

+33.21K

0.34%

Integrated Wealth Concepts LLC

379.65K

Jun 30, 26

+20.90K

0.33%

Magnus Financial Group LLC

372.96K

Jun 30, 26

+14.92K

0.32%

Bernardo Wealth Planning LLC

371.86K

Jun 30, 26

+63.28K

0.32%

Mount Yale Investment Advisors, LLC

369.27K

Jun 30, 26

+4.09K

0.32%

Tradition Wealth Management, LLC

355.49K

Jun 30, 26

+29.00K

0.31%

Pinion Investment Advisors, LLC

349.36K

Jun 30, 26

+86.11K

0.30%

Merit Financial Group, LLC

339.99K

Jun 30, 26

+14.01K

0.29%

PLANNING DIRECTIONS INC

334.85K

Jun 30, 26

+104.91K

0.29%

Farther Finance Advisors, LLC

329.16K

Jun 30, 26

+65.20K

0.28%

Clear Trail Advisors, LLC

329.00K

Jun 30, 26

+31.23K

0.28%

PARK AVENUE SECURITIES LLC

322.94K

Jun 30, 26

+27.11K

0.28%

SMITH, MOORE & CO.

321.60K

Jun 30, 26

+14.11K

0.28%

BEAM WEALTH ADVISORS, INC.

309.48K

Jun 30, 26

+135.55K

0.27%

HARBOR ADVISORY CORP /MA/

309.39K

Jun 30, 26

+46.77K

0.27%

PNC FINANCIAL SERVICES GROUP, INC.

306.18K

Jun 30, 26

+55.38K

0.26%

Arkadios Wealth Advisors

302.04K

Jun 30, 26

-901.00K

0.26%

O'ROURKE & COMPANY, Inc

286.95K

Jun 30, 26

+45.33K

0.25%

American Financial Advisors, LLC

286.63K

Jun 30, 26

+25.35K

0.25%

FMA Wealth Management, LLC

272.35K

Jun 30, 26

-2.99K

0.23%

FAGAN ASSOCIATES, INC.

272.16K

Jun 30, 26

+25.92K

0.23%

NewEdge Advisors, LLC

267.01K

Jun 30, 26

+136

0.23%

Bridgewealth Advisory Group, LLC

265.24K

Jun 30, 26

+19.36K

0.23%

Krilogy Financial LLC

248.77K

Jun 30, 26

-8.67K

0.21%

Richard W. Paul & Associates, LLC

247.86K

Jun 30, 26

+13.11K

0.21%

Andrews Advisory Associates, LLC

233.19K

Jun 30, 26

+13.24K

0.20%

WINEBRENNER CAPITAL MANAGEMENT LLC

231.41K

Jun 30, 26

+10.61K

0.20%

Geneos Wealth Management Inc.

229.43K

Jun 30, 26

-94.92K

0.20%

Financial Futures Ltd Liability Co.

224.62K

Jun 30, 26

+13.49K

0.19%

Leverty Financial Group, LLC

224.32K

Jun 30, 26

+224.32K

0.19%

MML INVESTORS SERVICES, LLC

222.70K

Jun 30, 26

+52.96K

0.19%

S Harris Financial Group, LLC

219.61K

Jun 30, 26

+17.26K

0.19%

PENNEY FINANCIAL, LLC

211.96K

Jun 30, 26

+3.36K

0.18%

Mutual Advisors, LLC

210.67K

Jun 30, 26

+39.73K

0.18%

MGO ONE SEVEN LLC

208.09K

Jun 30, 26

+26.22K

0.18%

Royal Harbor Partners, LLC

206.76K

Jun 30, 26

+1.76K

0.18%

AXXCESS WEALTH MANAGEMENT, LLC

206.22K

Jun 30, 26

+19.89K

0.18%

Independence Asset Advisors, LLC

205.69K

Jun 30, 26

+199.53K

0.18%

BankPlus Wealth Management LLC

205.58K

Jun 30, 26

+4.54K

0.18%

FOUNDERS FINANCIAL SECURITIES LLC

205.47K

Jun 30, 26

+15.56K

0.18%

Horizon Investments, LLC

205.41K

Jun 30, 26

-169.60K

0.18%

DAVENPORT & Co LLC

197.53K

Jun 30, 26

+22.86K

0.17%

DAYMARK WEALTH PARTNERS, LLC

195.70K

Jun 30, 26

+30.02K

0.17%

MATHER GROUP, LLC.

185.13K

Jun 30, 26

+1.35K

0.16%

Vigilare Wealth Management

184.14K

Jun 30, 26

+101.49K

0.16%

Colony Group, LLC

183.11K

Jun 30, 26

+2.96K

0.16%

Waterloo Capital, L.P.

182.88K

Jun 30, 26

-56.90K

0.16%

SkyOak Wealth, LLC

181.84K

Jun 30, 26

-6.40K

0.16%

Seascape Capital Management

180.07K

Jun 30, 26

+7.05K

0.15%

Focus Financial Network, Inc.

178.62K

Jun 30, 26

+54.71K

0.15%

Colter Lewis Investment Partners LLC

177.36K

Jun 30, 26

+73.72K

0.15%

N.E.W. Advisory Services LLC

172.93K

Jun 30, 26

-15.96K

0.15%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

172.79K

Jun 30, 26

-2.87K

0.15%

McCarthy Asset Management, Inc.

171.80K

Jun 30, 26

+171.80K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

169.79K

Jun 30, 26

-18.03K

0.15%

Financial Management Professionals, Inc.

163.47K

Jun 30, 26

-5.20K

0.14%

Mariner, LLC

152.84K

Jun 30, 26

+16.71K

0.13%

Etesian Wealth Advisors, Inc.

151.24K

Jun 30, 26

-112

0.13%

Asset Advisory Group, Inc.

151.11K

Jun 30, 26

+12.03K

0.13%

Blue Chip Partners, LLC

148.31K

Jun 30, 26

+753

0.13%

OPTIMA CAPITAL LLC

147.05K

Jun 30, 26

+18.37K

0.13%

EPG Wealth Management LLC

145.51K

Jun 30, 26

+11.85K

0.12%

LARCH CAPITAL PARTNERS LLC

145.40K

Jun 30, 26

0.12%

Fiduciary Alliance LLC

141.89K

Jun 30, 26

+10.68K

0.12%

KICKSTAND VENTURES, LLC.

140.41K

Jun 30, 26

+37.68K

0.12%

KINGSWOOD WEALTH ADVISORS, LLC

137.77K

Jun 30, 26

+11.60K

0.12%

Lionsbridge Wealth Management LLC

137.67K

Jun 30, 26

-5.58K

0.12%

RENAISSANCE TECHNOLOGIES LLC

132.19K

Jun 30, 26

+132.19K

0.11%

KELLY FINANCIAL GROUP LLC

132.01K

Jun 30, 26

+12.65K

0.11%

Jeter Robert S II

128.77K

Jun 30, 26

-733

0.11%

Ethos Financial Group, LLC

128.19K

Jun 30, 26

+13.47K

0.11%

Overbrook Management Corp

126.26K

Jun 30, 26

+126.26K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

125.78K

Jun 30, 26

+38.26K

0.11%

Spahn Wealth & Retirement LLC

121.90K

Jun 30, 26

+110.63K

0.10%

Red Mountain Financial, LLC

121.30K

Jun 30, 26

+3.63K

0.10%

CHOREO, LLC

119.27K

Jun 30, 26

-122.57K

0.10%

LifeGoal Wealth Advisors

118.53K

Jun 30, 26

-8.14K

0.10%

MorganRosel Wealth Management, LLC

118.20K

Jun 30, 26

+14.63K

0.10%

US BANCORP \DE\

116.67K

Jun 30, 26

-3.50K

0.10%

Continuum Advisory, LLC

114.97K

Jun 30, 26

+1.72K

0.10%

HARBOUR INVESTMENTS, INC.

114.17K

Jun 30, 26

-1.37K

0.10%

HTG Investment Advisors, Inc.

112.78K

Jun 30, 26

+12.30K

0.10%

Creative Planning

111.66K

Jun 30, 26

-3.99K

0.10%

Nordwand Advisors, LLC

109.94K

Jun 30, 26

0.09%

Retirement Planning Group

109.45K

Jun 30, 26

+109.45K

0.09%

Berkshire Bank

106.93K

Jun 30, 26

+11.96K

0.09%

Summit Financial, LLC

106.59K

Jun 30, 26

+9.05K

0.09%

Cauble & Harre Wealth Management, Inc.

103.71K

Jun 30, 26

+186

0.09%

UBS ASSET MANAGEMENT AMERICAS INC

101.88K

Jun 30, 26

0.09%

Advisory Services Network, LLC

98.86K

Jun 30, 26

+2.81K

0.08%

BENJAMIN EDWARDS INC

98.53K

Jun 30, 26

+4.20K

0.08%

Evolution Wealth Advisors, LLC

96.60K

Jun 30, 26

-3.79K

0.08%

WILEY BROS.-AINTREE CAPITAL, LLC

96.56K

Jun 30, 26

+36.40K

0.08%

Keystone Financial Services, LLC

96.29K

Jun 30, 26

-103

0.08%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

95.31K

Jun 30, 26

+37.70K

0.08%

Montecito Bank & Trust

94.26K

Jun 30, 26

+3.22K

0.08%

Miller Global Investments, LLC

94.06K

Jun 30, 26

+7.25K

0.08%

Kingsview Wealth Management, LLC

93.82K

Jun 30, 26

+17.45K

0.08%

Hopwood Nicholas Hunter

93.64K

Jun 30, 26

-3.41K

0.08%

Invst, LLC

93.17K

Jun 30, 26

+6.94K

0.08%

OMNI 360 Wealth, Inc.

93.15K

Jun 30, 26

+8.34K

0.08%

Buckingham Strategic Partners

93.15K

Jun 30, 26

+8.34K

0.08%

Citizens National Bank Trust Department

91.27K

Jun 30, 26

+11.64K

0.08%

BROWN ADVISORY INC

89.36K

Jun 30, 26

+89.36K

0.08%

Chesley Taft & Associates LLC

87.89K

Jun 30, 26

+5.34K

0.08%

Addison Capital Co

87.15K

Jun 30, 26

+6.57K

0.07%

TBH Global Asset Management, LLC

87.12K

Jun 30, 26

+1.12K

0.07%

Savvy Advisors, Inc.

85.13K

Jun 30, 26

+1.15K

0.07%

First Citizens Financial Corp

84.74K

Jun 30, 26

+10.20K

0.07%

Eaton Financial Holdings Company, LLC

84.41K

Jun 30, 26

+46.44K

0.07%

Baird Financial Group, Inc.

83.03K

Jun 30, 26

-1.68K

0.07%

Peck Wealth Management, LLC

82.30K

Jun 30, 26

-1.08K

0.07%

Brinker Capital Investments, LLC

82.22K

Jun 30, 26

-8.90K

0.07%

Paladin Advisory Group, LLC

80.63K

Jun 30, 26

+229

0.07%

Tortoise Investment Management, LLC

79.73K

Jun 30, 26

+74.23K

0.07%

FIFTH THIRD SECURITIES, INC.

77.86K

Jun 30, 26

+3.87K

0.07%

Emerald Advisors, LLC

77.19K

Jun 30, 26

+63.43K

0.07%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

76.03K

Jun 30, 26

+6.48K

0.07%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

74.97K

Jun 30, 26

+1.18K

0.06%

Financial Partners Group, Inc

74.93K

Jun 30, 26

-3.50K

0.06%

Future Financial Wealth Managment LLC

74.87K

Jun 30, 26

+1.38K

0.06%

Narus Financial Partners, LLC

74.80K

Jun 30, 26

+7.23K

0.06%

Triad Wealth Partners, LLC

74.15K

Jun 30, 26

+5.94K

0.06%

Emissary Wealth LLC

73.84K

Jun 30, 26

+9.50K

0.06%

Syverson Strege & Co

72.67K

Jun 30, 26

-4.33K

0.06%

J.W. COLE ADVISORS, INC.

72.61K

Jun 30, 26

+33.69K

0.06%

Layline Advisors, LLC

71.97K

Jun 30, 26

+71.97K

0.06%

RFG Advisory, LLC

71.55K

Jun 30, 26

-16.16K

0.06%

InTrack Investment Management Inc

70.94K

Jun 30, 26

+28.38K

0.06%

Centurion Wealth Management LLC

70.93K

Jun 30, 26

-7.38K

0.06%

BNB Wealth Management, LLC

68.87K

Jun 30, 26

-9.78K

0.06%

Patriot Financial Group Insurance Agency, LLC

68.75K

Jun 30, 26

-72.23K

0.06%

Private Advisor Group, LLC

67.76K

Jun 30, 26

-362.43K

0.06%

Beaumont Financial Advisors, LLC

66.76K

Jun 30, 26

+49.98K

0.06%

Beckerman Institutional, LLC

64.50K

Jun 30, 26

+3.86K

0.06%

SAGE RHINO CAPITAL LLC

63.99K

Jun 30, 26

+9.75K

0.05%

Strategies Wealth Advisors, LLC

63.14K

Jun 30, 26

-5.41K

0.05%

PFG Advisors

61.21K

Jun 30, 26

+2.41K

0.05%

Madrid Wealth Management, LLC

60.85K

Jun 30, 26

+12.80K

0.05%

Prospera Financial Services Inc

60.77K

Jun 30, 26

-7.71K

0.05%

SCOTIA CAPITAL INC.

60.19K

Jun 30, 26

+60.19K

0.05%

Opal Wealth Advisors, LLC

58.41K

Jun 30, 26

+4.61K

0.05%

CITADEL ADVISORS LLC

58.27K

Jun 30, 26

+58.27K

0.05%

Castle Rock Wealth Management, LLC

57.77K

Jun 30, 26

+1.34K

0.05%

Everest Financial Group LLC

57.02K

Jun 30, 26

-4.29K

0.05%

Regal Investment Advisors LLC

55.94K

Jun 30, 26

+2.69K

0.05%

WealthPlan Investment Management, LLC

55.74K

Jun 30, 26

+12.22K

0.05%

Clearstead Advisors, LLC

54.49K

Jun 30, 26

+54.49K

0.05%

URS Advisory LLC

54.26K

Jun 30, 26

+10.98K

0.05%

SHEETS SMITH WEALTH MANAGEMENT

54.09K

Jun 30, 26

-1.13K

0.05%

Altus Wealth Management, LLC

53.84K

Jun 30, 26

-715

0.05%

Benchmark Financial, LLC

53.24K

Jun 30, 26

+4.91K

0.05%

S&A Financial Services, Inc.

50.49K

Jun 30, 26

+14.81K

0.04%

William Mack & Associates, Inc.

50.48K

Jun 30, 26

+22.88K

0.04%

Kovack Advisors, Inc.

50.01K

Jun 30, 26

+36.34K

0.04%

Sanctuary Advisors, LLC

48.83K

Jun 30, 26

+5.47K

0.04%

Western Wealth Management, LLC

48.24K

Jun 30, 26

+2.67K

0.04%

MN Wealth Advisors, LLC

47.40K

Jun 30, 26

+1.92K

0.04%

Dynamic Advisor Solutions LLC

47.18K

Jun 30, 26

+3.75K

0.04%

PFG Investments, LLC

46.75K

Jun 30, 26

+1.15K

0.04%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

46.26K

Jun 30, 26

+46.26K

0.04%

Cooper Financial Group

46.11K

Jun 30, 26

+1.16K

0.04%

EP Wealth Advisors, LLC

45.95K

Jun 30, 26

+45.95K

0.04%

TOWLE & CO

45.65K

Jun 30, 26

+15.75K

0.04%

Capital Analysts, LLC

45.49K

Jun 30, 26

+17.79K

0.04%

Nolet Wealth Management, LLC

45.38K

Jun 30, 26

0.04%

Alteri Wealth LLC

43.98K

Jun 30, 26

+3.43K

0.04%

Aspire Capital Advisors LLC

42.94K

Jun 30, 26

+11.66K

0.04%

Concurrent Investment Advisors, LLC

42.77K

Jun 30, 26

+10.57K

0.04%

Pensionmark Financial Group, LLC

41.90K

Jun 30, 26

-4.23K

0.04%

BankPlus Trust Department

41.73K

Jun 30, 26

+38

0.04%

Miracle Mile Advisors, LLC

41.51K

Jun 30, 26

-413

0.04%

Modera Wealth Management, LLC

41.25K

Jun 30, 26

-549

0.04%

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

40.80K

Jun 30, 26

+29.70K

0.04%

Investor's Fiduciary Advisor Network, LLC

40.66K

Jun 30, 26

+520

0.03%

MTM FINANCIAL GROUP, LLC

38.70K

Jun 30, 26

+3.46K

0.03%

NATIXIS ADVISORS, L.P.

38.53K

Jun 30, 26

+15.63K

0.03%

PDS Planning, Inc

36.95K

Jun 30, 26

-5.65K

0.03%

Turner Financial Group, Inc.

36.67K

Jun 30, 26

+36.67K

0.03%

Envestnet Portfolio Solutions, Inc.

36.17K

Jun 30, 26

+6.37K

0.03%

First Heartland Consultants, Inc.

35.95K

Jun 30, 26

+631

0.03%

Cornerstone Financial Management LLC

35.91K

Jun 30, 26

-617

0.03%

AMERIPRISE FINANCIAL INC

35.35K

Jun 30, 26

-91

0.03%

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

35.08K

Jun 30, 26

-8.96K

0.03%

5T Wealth, LLC

34.88K

Jun 30, 26

-2.53K

0.03%

BOKF, NA

34.70K

Jun 30, 26

+10.85K

0.03%

Element Wealth, LLC

33.88K

Jun 30, 26

-292

0.03%

WBH ADVISORY INC

33.69K

Jun 30, 26

+3.09K

0.03%

WHITENER CAPITAL MANAGEMENT, INC.

32.54K

Jun 30, 26

+25.81K

0.03%

OPPENHEIMER & CO INC

32.44K

Jun 30, 26

+3.05K

0.03%

FIFTH THIRD BANCORP

31.58K

Jun 30, 26

-2.50K

0.03%

White Wing Wealth Management

31.18K

Jun 30, 26

+24.43K

0.03%

Selby Wealth Management, LLC

31.05K

Jun 30, 26

+242

0.03%

Avantax Planning Partners, Inc.

30.85K

Jun 30, 26

+742

0.03%

Accurate Wealth Management, LLC

30.62K

Jun 30, 26

-44

0.03%

Sovran Advisors, LLC

30.45K

Jun 30, 26

-95.64K

0.03%

DRIVE WEALTH MANAGEMENT, LLC

30.18K

Jun 30, 26

-18.56K

0.03%

Triumph Capital Management

29.77K

Jun 30, 26

-955

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

29.52K

Jun 30, 26

+2.48K

0.03%

Rehmann Capital Advisory Group

27.15K

Jun 30, 26

+27.15K

0.02%

Steward Partners Investment Advisory, LLC

26.26K

Jun 30, 26

+3.09K

0.02%

Belpointe Asset Management LLC

26.03K

Jun 30, 26

+747

0.02%

Fortis Capital Advisors, LLC

26.03K

Jun 30, 26

+747

0.02%

Herold Advisors, Inc.

25.10K

Jun 30, 26

-8.56K

0.02%

NCM Capital Management, LLC

24.75K

Jun 30, 26

-100

0.02%

HB Wealth Management, LLC

24.61K

Jun 30, 26

+20.23K

0.02%

Aprio Wealth Management, LLC

24.28K

Jun 30, 26

-1.68K

0.02%

B. Riley Wealth Advisors, Inc.

24.06K

Jun 30, 26

+24.06K

0.02%

Sigma Planning Corp

23.99K

Jun 30, 26

-498

0.02%

Waterfront Wealth Inc.

23.73K

Jun 30, 26

+1.90K

0.02%

NorthRock Partners, LLC

23.60K

Jun 30, 26

+8.42K

0.02%

NOVEM GROUP

22.29K

Jun 30, 26

+12.37K

0.02%

TopTier Wealth Management, LLC

21.76K

Jun 30, 26

-106

0.02%

Rockingstone Advisors LLC

21.70K

Jun 30, 26

0.02%

Cobblestone Asset Management LLC

21.43K

Jun 30, 26

+2.12K

0.02%

Pine Valley Investments Ltd Liability Co

21.12K

Jun 30, 26

-236

0.02%

Birchwood Financial Partners, Inc.

20.58K

Jun 30, 26

+3.94K

0.02%

Parallel Advisors, LLC

20.18K

Jun 30, 26

-312

0.02%

REICON WEALTH ADVISORS, LLC

19.96K

Jun 30, 26

+3.27K

0.02%

Client First Investment Management LLC

19.77K

Jun 30, 26

+19.77K

0.02%

Investment Planning Advisors, Inc.

19.32K

Jun 30, 26

+949

0.02%

Robertson Stephens Wealth Management, LLC

19.25K

Jun 30, 26

-4.34K

0.02%

Smartleaf Asset Management LLC

18.96K

Jun 30, 26

0.02%

LaFleur & Godfrey LLC

18.57K

Jun 30, 26

+1.78K

0.02%

SUMMIT WEALTH GROUP LLC / CO

18.18K

Jun 30, 26

-14

0.02%

FIDUCIARY FINANCIAL ADVISORS

17.49K

Jun 30, 26

+17.49K

0.02%

Meeder Advisory Services, Inc.

17.40K

Jun 30, 26

+624

0.01%

STEINBERGANNA WEALTH MANAGEMENT

17.18K

Jun 30, 26

+3.30K

0.01%

PRINCIPAL SECURITIES, INC.

16.90K

Jun 30, 26

+460

0.01%

Beta Wealth Group, Inc.

16.81K

Jun 30, 26

+314

0.01%

Vise Technologies, Inc.

16.45K

Jun 30, 26

+16.45K

0.01%

M.E. ALLISON & CO., INC.

16.41K

Jun 30, 26

+764

0.01%

Acumen Wealth Advisors, LLC

16.22K

Jun 30, 26

+13.77K

0.01%

Axis Wealth Partners, LLC

16.20K

Jun 30, 26

-159

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

16.14K

Jun 30, 26

-2.15K

0.01%

CreativeOne Wealth, LLC

15.95K

Jun 30, 26

-245

0.01%

Advisors Asset Management, Inc.

15.83K

Jun 30, 26

+4.03K

0.01%

Resurgent Financial Advisors LLC

15.74K

Jun 30, 26

+591

0.01%

Hudson Value Partners, LLC

15.32K

Jun 30, 26

+689

0.01%

PALLADIEM, LLC

15.29K

Jun 30, 26

0.01%

MASSMUTUAL TRUST CO FSB/ADV

15.00K

Jun 30, 26

-416

0.01%

Beacon Pointe Advisors, LLC

14.96K

Jun 30, 26

+6.60K

0.01%

OneAscent Wealth Management LLC

14.83K

Jun 30, 26

-865

0.01%

Daviman Financial, LLC

14.80K

Jun 30, 26

0.01%

Advisor OS, LLC

14.59K

Jun 30, 26

+2.09K

0.01%

Safeguard Investment Advisory Group, LLC

14.51K

Jun 30, 26

+14.51K

0.01%

TD Waterhouse Canada Inc.

14.36K

Jun 30, 26

+11.79K

0.01%

Menard Financial Group LLC

14.31K

Jun 30, 26

-2.19K

0.01%

Betterment LLC

14.08K

Jun 30, 26

0.01%

StoneX Group Inc.

13.79K

Jun 30, 26

+1.64K

0.01%

Lido Advisors, LLC

13.72K

Jun 30, 26

+5.14K

0.01%

BLUEDOOR PRIVATE WEALTH, LLC

13.69K

Jun 30, 26

+13.69K

0.01%

Leo H. Evart, Inc.

13.25K

Jun 30, 26

+159

0.01%

IFP Advisors, Inc

13.17K

Jun 30, 26

-1.26K

0.01%

Breakwater Capital Group

13.06K

Jun 30, 26

+5.44K

0.01%

BXM Wealth LLC

12.93K

Jun 30, 26

+469

0.01%

Coppell Advisory Solutions LLC

12.85K

Jun 30, 26

+12.85K

0.01%

MONEY CONCEPTS CAPITAL CORP

12.15K

Jun 30, 26

-73

0.01%

Van Hulzen Asset Management, LLC

12.07K

Jun 30, 26

+810

0.01%

WealthPLAN Partners, LLC

11.76K

Jun 30, 26

+6.67K

0.01%

Helen Stephens Group, LLC

11.70K

Jun 30, 26

-1.43K

0.01%

PKS Advisory Services, LLC

11.53K

Jun 30, 26

+2.36K

0.01%

Balboa Wealth Partners

11.50K

Jun 30, 26

+1.14K

0.01%

SALEM INVESTMENT COUNSELORS INC

11.50K

Jun 30, 26

+11.50K

0.01%

Brookwood Investment Group LLC

11.43K

Jun 30, 26

+84

0.01%

Wedmont Private Capital

11.16K

Jun 30, 26

+150

0.01%

National Philanthropic Trust

10.79K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

10.77K

Jun 30, 26

-311

0.01%

Harvest Investment Services, LLC

10.42K

Jun 30, 26

+1.77K

0.01%

Next Level Wealth Planning, LLC

10.42K

Jun 30, 26

+722

0.01%

Mendel Capital Management LLC

10.33K

Jun 30, 26

+550

0.01%

Mascagni Wealth Management, Inc.

10.15K

Jun 30, 26

-114

0.01%

SeaCrest Wealth Management, LLC

10.13K

Jun 30, 26

-188

0.01%

FSM Wealth Advisors, LLC

9.89K

Jun 30, 26

+1.77K

0.01%

Cloud Capital Management, LLC

9.87K

Jun 30, 26

-492

0.01%

Formidable Asset Management, LLC

9.69K

Jun 30, 26

+9.69K

0.01%

Oak Barrel Wealth Advisory LLC

9.63K

Jun 30, 26

+9.63K

0.01%

GatePass Capital, LLC

9.55K

Jun 30, 26

+9.55K

0.01%

IPG Investment Advisors LLC

9.50K

Jun 30, 26

0.01%

Mayfair Advisory Group, LLC

9.45K

Jun 30, 26

0.01%

Lansing Street Advisors

9.42K

Jun 30, 26

+9.42K

0.01%

JSF Financial, LLC

9.30K

Jun 30, 26

+9.30K

0.01%

REGIONS FINANCIAL CORP

9.14K

Jun 30, 26

+9.14K

0.01%

FLOW TRADERS U.S. LLC

9.03K

Jun 30, 26

-22.85K

0.01%

Catalytic Wealth RIA, LLC

8.94K

Jun 30, 26

-3.00K

0.01%

Southeast Asset Advisors Inc.

8.91K

Jun 30, 26

+122

0.01%

AdvisorNet Financial, Inc

8.91K

Jun 30, 26

+368

0.01%

BOK Financial Private Wealth, Inc.

8.79K

Jun 30, 26

+6.88K

0.01%

Wayfinding Financial, LLC

8.68K

Jun 30, 26

-265

0.01%

Ascent Group, LLC

8.62K

Jun 30, 26

+193

0.01%

UBS Group AG

8.59K

Jun 30, 26

+3.58K

0.01%

Simplicity Wealth,LLC

8.55K

Jun 30, 26

+8.55K

0.01%

Stone House Investment Management, LLC

8.54K

Jun 30, 26

-5.42K

0.01%

Dorsey & Whitney Trust CO LLC

8.51K

Jun 30, 26

0.01%

Delta Investment Management, LLC

8.37K

Jun 30, 26

-3.55K

0.01%

EverSource Wealth Advisors, LLC

8.17K

Jun 30, 26

-1.10K

0.01%

Investment Partners Asset Management, Inc.

8.16K

Jun 30, 26

-41

0.01%

Chokshi & Queen Wealth Advisors, Inc

8.13K

Jun 30, 26

+3.17K

0.01%

Archvest Wealth Advisors, Inc.

8.10K

Jun 30, 26

+2.31K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

8.07K

Jun 30, 26

+8.07K

0.01%

NFP Retirement, Inc.

8.05K

Jun 30, 26

-2.75K

0.01%

AlphaCore Capital LLC

8.00K

Jun 30, 26

0.01%

XY Planning Network, Inc.

7.96K

Jun 30, 26

+2.44K

0.01%

MAI Capital Management

7.78K

Jun 30, 26

+477

0.01%

Atlantic Private Wealth, LLC

7.77K

Jun 30, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

7.74K

Jun 30, 26

0.01%

Essential Investment Partners LLC

7.72K

Jun 30, 26

+7.72K

0.01%

Fortress Wealth Group, LLC

7.68K

Jun 30, 26

-10

0.01%

Resolute Wealth Strategies, LLC

7.66K

Jun 30, 26

-215

0.01%

Fortune Financial Advisors, LLC

7.62K

Jun 30, 26

+1.33K

0.01%

Legacy Financial Strategies, LLC

7.57K

Jun 30, 26

+7.57K

0.01%

WEST MICHIGAN ADVISORS, LLC

7.41K

Jun 30, 26

-17.33K

0.01%

EHRLICH FINANCIAL GROUP

7.40K

Jun 30, 26

-800

0.01%

HOWARD WEALTH MANAGEMENT, LLC

7.29K

Jun 30, 26

+1.39K

0.01%

Sequent Planning LLC

7.07K

Jun 30, 26

+760

0.01%

Essex LLC

7.04K

Jun 30, 26

0.01%

Summit Wealth Partners, LLC

7.01K

Jun 30, 26

0.01%

Diversify Advisory Services, LLC

6.99K

Jun 30, 26

+6.99K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

6.99K

Jun 30, 26

+6.99K

0.01%

STEPHENS INC /AR/

6.95K

Jun 30, 26

0.01%

TCG Advisory Services, LLC

6.91K

Jun 30, 26

+172

0.01%

Linscomb & Williams, Inc.

6.89K

Jun 30, 26

+6.89K

0.01%

Matisse Capital

6.82K

Jun 30, 26

+43

0.01%

Essex Savings Bank

6.81K

Jun 30, 26

+6.81K

0.01%

LaSalle St. Investment Advisors, LLC

6.66K

Jun 30, 26

+1.13K

0.01%

CENTRAL TRUST Co

6.63K

Jun 30, 26

0.01%

Runnymede Capital Advisors, Inc.

6.41K

Jun 30, 26

-969

0.01%

Apriem Advisors

6.36K

Jun 30, 26

+6.36K

0.01%

AFT, FORSYTH & COMPANY, INC.

6.30K

Jun 30, 26

-1.20K

0.01%

JOHNSON INVESTMENT COUNSEL INC

6.14K

Jun 30, 26

0.01%

IFG Advisory, LLC

6.11K

Jun 30, 26

+6.11K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

6.02K

Jun 30, 26

0.01%

NWAM LLC

6.01K

Jun 30, 26

+6.01K

0.01%

Ausdal Financial Partners, Inc.

5.99K

Jun 30, 26

-68

0.01%

Cedarwood Wealth LLC

5.84K

Jun 30, 26

+5.84K

0.01%

Yukon Wealth Management, Inc.

5.76K

Jun 30, 26

+5.76K

0.00%

ALTERNA WEALTH MANAGEMENT, INC

5.73K

Jun 30, 26

+71

0.00%

Elevation Wealth Management LLC

5.69K

Jun 30, 26

+36

0.00%

Dynamic Financial Group

5.65K

Jun 30, 26

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

5.46K

Jun 30, 26

0.00%

STEVENS CAPITAL PARTNERS

5.43K

Jun 30, 26

+5.43K

0.00%

Crossmark Global Holdings, Inc.

5.42K

Jun 30, 26

+5.42K

0.00%

Global Retirement Partners, LLC

5.34K

Jun 30, 26

+5.34K

0.00%

WASHINGTON TRUST Co

5.32K

Jun 30, 26

0.00%

Diversified Portfolios, Inc.

5.28K

Jun 30, 26

+334

0.00%

Indivisible Partners

5.28K

Jun 30, 26

+5.28K

0.00%

Nautilus Advisors LLC

5.22K

Jun 30, 26

-7.28K

0.00%

Gallacher Capital Management LLC

5.17K

Jun 30, 26

-43.27K

0.00%

Resources Investment Advisors, LLC.

5.13K

Jun 30, 26

+446

0.00%

Walkner Condon Financial Advisors LLC

5.03K

Jun 30, 26

-614

0.00%

Total Clarity Wealth Management, Inc.

5.02K

Jun 30, 26

+5.02K

0.00%

GeoWealth Management, LLC

4.90K

Jun 30, 26

+491

0.00%

Archer Investment Corp

4.88K

Jun 30, 26

+1.31K

0.00%

CIBC WORLD MARKET INC.

4.85K

Jun 30, 26

+4.85K

0.00%

WEDBUSH SECURITIES INC

4.83K

Jun 30, 26

+275

0.00%

Advyzon Investment Management, LLC

4.58K

Jun 30, 26

+4.58K

0.00%

UNIQUE WEALTH, LLC

4.49K

Jun 30, 26

+4.49K

0.00%

GFS Advisors, LLC

4.48K

Jun 30, 26

+4.48K

0.00%

Burns Matteson Capital Management, LLC

4.44K

Jun 30, 26

0.00%

HERITAGE OAK WEALTH ADVISORS LLC

4.44K

Jun 30, 26

+4.44K

0.00%

Lighthouse Wealth Management Inc.

4.44K

Jun 30, 26

+4.44K

0.00%

Essex Financial Services, Inc.

4.38K

Jun 30, 26

0.00%

FMR LLC

4.26K

Jun 30, 26

+4.03K

0.00%

CAMBIENT FAMILY OFFICE, LLC

3.25K

Jun 30, 26

+3.25K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

3.00K

Jun 30, 26

+3.00K

0.00%

Transce3nd, LLC

3.00K

Jun 30, 26

-262

0.00%

Sankala Group LLC

3.00K

Jun 30, 26

+3.00K

0.00%

Medallion Wealth Advisors, LLC

2.85K

Jun 30, 26

-45.56K

0.00%

Burk Holdings LLC

2.35K

Jun 30, 26

0.00%

Allworth Financial LP

2.19K

Jun 30, 26

-1.65K

0.00%

TRUST CO OF VERMONT

2.06K

Jun 30, 26

+2.06K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.81K

Jun 30, 26

0.00%

Portfolio Resources Advisor Group, Inc.

1.74K

Jun 30, 26

0.00%

GGM Financials LLC

1.29K

Jun 30, 26

+336

0.00%

Manchester Capital Management LLC

1.25K

Jun 30, 26

-2.75K

0.00%

BLUELINE ADVISORS LLC

1.22K

Jun 30, 26

+1.22K

0.00%

Bogart Wealth, LLC

1.18K

Jun 30, 26

+654

0.00%

GHP Investment Advisors, Inc.

1.02K

Jun 30, 26

+14

0.00%

FRANKLIN RESOURCES INC

1.01K

Jun 30, 26

+1.01K

0.00%

Larson Financial Group LLC

1.00K

Jun 30, 26

0.00%

Mascoma Wealth Management LLC

1.00K

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

770

Jun 30, 26

0.00%

Torren Management, LLC

757

Jun 30, 26

+10

0.00%

IMA Wealth, Inc.

750

Jun 30, 26

+750

0.00%

Arlington Trust Co LLC

738

Jun 30, 26

0.00%

NorthAvenue LLC

737

Jun 30, 26

+737

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

673

Jun 30, 26

+19

0.00%

Signature Equity Partners, LLC

630

Jun 30, 26

+630

0.00%

WHITTIER TRUST CO OF NEVADA INC

629

Jun 30, 26

-9

0.00%

LGT Financial Advisors LLC

484

Jun 30, 26

0.00%

WPG Advisers, LLC

430

Jun 30, 26

+430

0.00%

ST GERMAIN D J CO INC

390

Jun 30, 26

-145

0.00%

FAS Wealth Partners, Inc.

374

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

351

Jun 30, 26

+351

0.00%

CoreCap Advisors, LLC

310

Jun 30, 26

-37

0.00%

Ashton Thomas Private Wealth, LLC

298

Jun 30, 26

+17

0.00%

AE Wealth Management LLC

268

Jun 30, 26

-848

0.00%

Spire Wealth Management

238

Jun 30, 26

+69

0.00%

BlackRock, Inc.

191

Jun 30, 26

0.00%

Imprint Wealth LLC

186

Jun 30, 26

0.00%

Aventura Private Wealth, LLC

158

Jun 30, 26

+158

0.00%

Costello Asset Management, INC

130

Jun 30, 26

0.00%

Rossby Financial, LCC

107

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

0.00%

TUCKER ASSET MANAGEMENT LLC

Jun 30, 26

+55

0.00%

Winch Advisory Services, LLC

Jun 30, 26

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

+11

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-105

0.00%

HICKS CAPITAL MANAGEMENT LLC

Jun 30, 26

-15.48K

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

Jun 30, 26

-59.13K

YANKCOM Partnership

Jun 30, 26

-346

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

-324

Concorde Asset Management, LLC

Jun 30, 26

-5.02K

TD Capital Management LLC

Jun 30, 26

-2.16K

NORTHERN TRUST CORP

Jun 30, 26

-5.88K

SIGNATUREFD, LLC

Jun 30, 26

-25

High Note Wealth, LLC

Jun 30, 26

-1.67K

Rice Partnership, LLC

Jun 30, 26

-658

GODSEY & GIBB, INC

Jun 30, 26

-440

Heirloom Wealth Management

Jun 30, 26

-25.35K

Cerity Partners LLC

Jun 30, 26

-6.49K

Sound Income Strategies, LLC

Jun 30, 26

-57

WJ Wealth Management, LLC

Jun 30, 26

-10.65K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-2.70K

Convergence Financial, LLC

Jun 30, 26

-16.94K

Golden State Equity Partners

Jun 30, 26

-5.94K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-3.04K

WORLD EQUITY GROUP, INC.

Jun 30, 26

-5.37K

OLD MISSION CAPITAL LLC

Jun 30, 26

-197.06K

RMG Wealth Management LLC

Jun 30, 26

-2.03K

VanWeelden Wealth Management, LLC

Jun 30, 26

-153.54K

United Community Bank

Jun 30, 26

-2.22K

Ellis Investment Partners, LLC

Jun 30, 26

-4.35K

SHP Wealth Management

Jun 30, 26

-550

Activest Wealth Management

Jun 30, 26

-10.77K

JOURNEY STRATEGIC WEALTH LLC

195.14K

Mar 31, 26

+2.82K

0.17%

Marmo Financial Group, LLC

100.33K

Mar 31, 26

-1.31K

0.09%

CWM, LLC

16.62K

Mar 31, 26

-30.77K

0.01%

Opes Wealth Management LLC

15.74K

Mar 31, 26

+840

0.01%

Capital Planning Advisors, LLC

14.72K

Mar 31, 26

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

11.86K

Mar 31, 26

+160

0.01%

Sunbelt Securities, Inc.

4.24K

Mar 31, 26

-1.25K

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

-227

0.00%

Heritage Financial Services, LLC

2.85M

Dec 31, 25

+543.25K

2.45%

MLG Wealth Management DBA Pine Grove Financial Group

164.53K

Dec 31, 25

+164.53K

0.14%

FOREFRONT WEALTH MANAGEMENT INC.

73.15K

Dec 31, 25

+2.78K

0.06%

Janney Capital Management LLC

56.56K

Dec 31, 25

+2.85K

0.05%

COMERICA BANK

38.81K

Dec 31, 25

+14.09K

0.03%

ORG Partners LLC

6.96K

Dec 31, 25

+792

0.01%

Litman Gregory Wealth Management LLC

2.25K

Dec 31, 25

-3.65K

0.00%

Motiv8 Investments LLC

Dec 31, 25

+28

0.00%

McCarthy & Cox

Dec 31, 25

-120.39K

Fortress Wealth Management, Inc.

337.83K

Sep 30, 25

-4.02K

0.29%

Obsidian Personal Planning Solutions LLC

298.75K

Sep 30, 25

+10.96K

0.26%

Burt Wealth Advisors

5.68K

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-50.45K

Blue Investment Partners LLC

222.27K

Jun 30, 25

+54.84K

0.19%

Blue Oak Capital, LLC

102.55K

Jun 30, 25

-23.38K

0.09%

Martin Worley Group

101.57K

Jun 30, 25

+22.48K

0.09%

AVANTAX ADVISORY SERVICES, INC.

31.27K

Jun 30, 25

+7.70K

0.03%

Atria Wealth Solutions, Inc.

21.51K

Jun 30, 25

-278.45K

0.02%

Legacy Investment Solutions, LLC

3.32K

Jun 30, 25

+3.32K

0.00%

Iron Horse Wealth Management, LLC

1.60K

Jun 30, 25

0.00%

Centricity Wealth Management, LLC

764

Jun 30, 25

+11

0.00%

Parkworth Wealth Management, Inc.

623

Jun 30, 25

+623

0.00%

Orion Portfolio Solutions, LLC

33.42K

Mar 31, 25

+33.42K

0.03%

NAPATREE CAPITAL LLC

15.85K

Mar 31, 25

+15.85K

0.01%

Transform Wealth, LLC

5.53K

Mar 31, 25

-109

0.00%

Diversified, LLC

620.21K

Sep 30, 24

+19.04K

0.53%

RAYMOND JAMES & ASSOCIATES

234.47K

Sep 30, 24

+76.11K

0.20%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

183.76K

Sep 30, 24

+38.07K

0.16%

Raymond James Financial Services Advisors, Inc.

157.86K

Sep 30, 24

+18.47K

0.14%

Family Asset Management, LLC

54.09K

Sep 30, 24

+10.35K

0.05%

Annapolis Financial Services, LLC

26.67K

Sep 30, 24

+6.16K

0.02%

Relative Value Partners Group, LLC

5.73K

Jun 30, 24

+5.73K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

100

Jun 30, 24

0.00%

Eudaimonia Partners, LLC

49.48K

Mar 31, 24

-17.62K

0.04%

EUDAIMONIA ADVISORS LLC

48.56K

Mar 31, 24

-4.20K

0.04%

Cetera Advisor Networks LLC

28.27K

Mar 31, 24

+14.53K

0.02%

InterOcean Capital Group, LLC

10.44K

Mar 31, 24

+10.44K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

220.50K

Dec 31, 23

+220.50K

0.19%

Rainsberger Wealth Advisors, Inc.

156.21K

Dec 31, 23

+156.21K

0.13%

DFPG INVESTMENTS, LLC

13.31K

Dec 31, 23

+2.93K

0.01%

Kistler-Tiffany Companies, LLC

Jun 30, 23

-700

Integrity Advisory, LLC

24.70K

Dec 31, 22

+11.44K

0.02%