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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Michael S. Ryan, Inc. | 126.23K | Sep 30, 26 | +846 | 0.45% |
| Marotta Asset Management | 38.58K | Sep 30, 26 | -2.09K | 0.14% |
| CX Institutional | 31.05K | Sep 30, 26 | +1.33K | 0.11% |
| Cambridge Financial Group, LLC | 18.68K | Sep 30, 26 | -- | 0.07% |
| COLLECTIVE FAMILY OFFICE LLC | 17.93K | Sep 30, 26 | -399 | 0.06% |
| Stonebridge Financial Group, LLC | 6.58K | Sep 30, 26 | -106 | 0.02% |
| JUNCTURE WEALTH STRATEGIES, LLC | 6.33K | Sep 30, 26 | -1.59K | 0.02% |
| EASTERN BANK | 2.68K | Sep 30, 26 | +2.68K | 0.01% |
| Versant Capital Management, Inc | 141 | Sep 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 65 | Sep 30, 26 | -- | 0.00% |
| NorthRock Partners, LLC | 1.43M | Jun 30, 26 | +83.28K | 5.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.25M | Jun 30, 26 | -40.55K | 4.42% |
| Financial Engines Advisors L.L.C. | 1.23M | Jun 30, 26 | +31.59K | 4.36% |
| LPL Financial LLC | 1.22M | Jun 30, 26 | +141.13K | 4.33% |
| AE Wealth Management LLC | 1.05M | Jun 30, 26 | +91.42K | 3.73% |
| Avantax Planning Partners, Inc. | 952.27K | Jun 30, 26 | +34.00K | 3.38% |
| Lutz Financial Services LLC | 829.59K | Jun 30, 26 | +23.73K | 2.94% |
| MORGAN STANLEY | 671.32K | Jun 30, 26 | -54.79K | 2.38% |
| FAS Wealth Partners, Inc. | 659.89K | Jun 30, 26 | +34.68K | 2.34% |
| Pacific Life Fund Advisors LLC | 598.10K | Jun 30, 26 | +598.10K | 2.12% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 499.86K | Jun 30, 26 | -5.04K | 1.77% |
| Cetera Investment Advisers | 424.05K | Jun 30, 26 | +14.00K | 1.50% |
| Convergence Financial, LLC | 422.04K | Jun 30, 26 | -179.24K | 1.50% |
| Equitable Holdings, Inc. | 401.01K | Jun 30, 26 | +32.00K | 1.42% |
| FIRST NATIONAL TRUST CO | 390.83K | Jun 30, 26 | +8.14K | 1.39% |
| First Pacific Financial | 366.31K | Jun 30, 26 | -762 | 1.30% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 354.65K | Jun 30, 26 | +354.65K | 1.26% |
| WELLS FARGO & COMPANY/MN | 352.07K | Jun 30, 26 | -97.44K | 1.25% |
| Klingman & Associates, LLC | 340.54K | Jun 30, 26 | -29.32K | 1.21% |
| JONES FINANCIAL COMPANIES LLLP | 300.10K | Jun 30, 26 | +31.88K | 1.06% |
| HighTower Advisors, LLC | 294.53K | Jun 30, 26 | -13.80K | 1.04% |
| GHP Investment Advisors, Inc. | 289.77K | Jun 30, 26 | +4.72K | 1.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 259.04K | Jun 30, 26 | +52.37K | 0.92% |
| WCG Wealth Advisors LLC | 251.67K | Jun 30, 26 | +2.91K | 0.89% |
| Rodgers & Associates, LTD | 220.08K | Jun 30, 26 | +1.17K | 0.78% |
| MML INVESTORS SERVICES, LLC | 183.77K | Jun 30, 26 | +9.63K | 0.65% |
| ERn Financial, LLC | 171.10K | Jun 30, 26 | +1.67K | 0.61% |
| Asset Dedication, LLC | 147.25K | Jun 30, 26 | -4.08K | 0.52% |
| MONECO Advisors, LLC | 128.20K | Jun 30, 26 | +10.25K | 0.45% |
| Summit Financial, LLC | 127.04K | Jun 30, 26 | -2.15K | 0.45% |
| CARY STREET PARTNERS FINANCIAL LLC | 113.12K | Jun 30, 26 | -616 | 0.40% |
| Private Advisor Group, LLC | 111.72K | Jun 30, 26 | +18.18K | 0.40% |
| Private Wealth Management Group, LLC | 110.49K | Jun 30, 26 | -6.43K | 0.39% |
| ALESCO ADVISORS LLC | 109.92K | Jun 30, 26 | -438 | 0.39% |
| BANK OF AMERICA CORP /DE/ | 107.60K | Jun 30, 26 | -34.21K | 0.38% |
| Mariner, LLC | 105.17K | Jun 30, 26 | -15.05K | 0.37% |
| CAPITAL WEALTH MANAGEMENT, LLC | 101.95K | Jun 30, 26 | +4.40K | 0.36% |
| GOLDMAN SACHS GROUP INC | 101.25K | Jun 30, 26 | +17.30K | 0.36% |
| Savant Capital, LLC | 100.99K | Jun 30, 26 | +50.41K | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 96.53K | Jun 30, 26 | -24.59K | 0.34% |
| Prestige Wealth Management Group LLC | 95.46K | Jun 30, 26 | +716 | 0.34% |
| MISSION WEALTH MANAGEMENT, LP | 91.45K | Jun 30, 26 | +87.69K | 0.32% |
| AMERIPRISE FINANCIAL INC | 88.36K | Jun 30, 26 | +11.31K | 0.31% |
| JNBA Financial Advisors | 86.00K | Jun 30, 26 | -2.62K | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 78.50K | Jun 30, 26 | -1.58K | 0.28% |
| IAG Wealth Partners, LLC | 77.64K | Jun 30, 26 | -3.27K | 0.28% |
| Redwood Investment Management, LLC | 77.31K | Jun 30, 26 | +6.41K | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 74.34K | Jun 30, 26 | +32.83K | 0.26% |
| SAGE FINANCIAL GROUP INC | 73.39K | Jun 30, 26 | +72 | 0.26% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 73.04K | Jun 30, 26 | -159 | 0.26% |
| Pathstone Holdings, LLC | 69.33K | Jun 30, 26 | -- | 0.25% |
| Gladstone Institutional Advisory LLC | 65.36K | Jun 30, 26 | +213 | 0.23% |
| Diligent Investors, LLC | 63.84K | Jun 30, 26 | -642 | 0.23% |
| Chicago Partners Investment Group LLC | 61.77K | Jun 30, 26 | +1.22K | 0.22% |
| UBS Group AG | 61.66K | Jun 30, 26 | +9.02K | 0.22% |
| May Barnhard Investments LLC | 59.90K | Jun 30, 26 | -2.86K | 0.21% |
| Rockbridge Investment Management, LCC | 59.09K | Jun 30, 26 | -9.56K | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 57.73K | Jun 30, 26 | +8.83K | 0.20% |
| McAdam, LLC | 57.47K | Jun 30, 26 | -85.14K | 0.20% |
| BALANCED WEALTH GROUP LLC | 56.76K | Jun 30, 26 | -104.36K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 55.88K | Jun 30, 26 | +6.72K | 0.20% |
| RTD Financial Advisors, Inc. | 52.65K | Jun 30, 26 | -- | 0.19% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 52.44K | Jun 30, 26 | -3.70K | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50.22K | Jun 30, 26 | +39.65K | 0.18% |
| SACKS & ASSOCIATES, LLC | 46.63K | Jun 30, 26 | -4.20K | 0.17% |
| Wealthcare Advisory Partners LLC | 46.17K | Jun 30, 26 | +2.41K | 0.16% |
| BAILARD, INC. | 45.16K | Jun 30, 26 | +233 | 0.16% |
| Geneos Wealth Management Inc. | 43.88K | Jun 30, 26 | -422 | 0.16% |
| ROYAL BANK OF CANADA | 43.70K | Jun 30, 26 | -4.44K | 0.16% |
| Capital Analysts, LLC | 43.64K | Jun 30, 26 | -201 | 0.15% |
| Montz Harcus Wealth Management LLC | 42.63K | Jun 30, 26 | -2.53K | 0.15% |
| Buckingham Strategic Partners | 40.45K | Jun 30, 26 | +22.52K | 0.14% |
| Empowered Funds, LLC | 40.36K | Jun 30, 26 | -240 | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 40.05K | Jun 30, 26 | -84 | 0.14% |
| Steward Partners Investment Advisory, LLC | 38.81K | Jun 30, 26 | +1.45K | 0.14% |
| Modera Wealth Management, LLC | 37.36K | Jun 30, 26 | -- | 0.13% |
| Cambria Investment Management, L.P. | 37.18K | Jun 30, 26 | -327 | 0.13% |
| Occidental Asset Management, LLC | 36.64K | Jun 30, 26 | +1.26K | 0.13% |
| Bill Few Associates, Inc. | 35.88K | Jun 30, 26 | +596 | 0.13% |
| TITLEIST ASSET MANAGEMENT, LLC | 33.84K | Jun 30, 26 | +1.75K | 0.12% |
| JPMORGAN CHASE & CO | 33.11K | Jun 30, 26 | +371 | 0.12% |
| Ignite Planners, LLC | 31.04K | Jun 30, 26 | +893 | 0.11% |
| Koshinski Asset Management, Inc. | 31.00K | Jun 30, 26 | -519 | 0.11% |
| Courage Miller Partners, LLC | 30.84K | Jun 30, 26 | -89 | 0.11% |
| Shum Financial Group, Inc. | 30.62K | Jun 30, 26 | +1.36K | 0.11% |
| STIFEL FINANCIAL CORP | 29.78K | Jun 30, 26 | -27.43K | 0.11% |
| Creative Planning | 29.40K | Jun 30, 26 | -337 | 0.10% |
| Kingsview Wealth Management, LLC | 29.18K | Jun 30, 26 | -2.58K | 0.10% |
| KINGSWOOD WEALTH ADVISORS, LLC | 28.29K | Jun 30, 26 | +1.14K | 0.10% |
| Brookstone Capital Management | 27.49K | Jun 30, 26 | -44 | 0.10% |
| Barden Capital Management, Inc. | 27.02K | Jun 30, 26 | +418 | 0.10% |
| Intrua Financial, LLC | 26.84K | Jun 30, 26 | -617 | 0.10% |
| CITADEL ADVISORS LLC | 25.77K | Jun 30, 26 | +25.77K | 0.09% |
| Garden State Investment Advisory Services LLC | 24.83K | Jun 30, 26 | -728 | 0.09% |
| WALLER FINANCIAL PLANNING GROUP, INC | 24.66K | Jun 30, 26 | -1.70K | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 24.42K | Jun 30, 26 | -579 | 0.09% |
| Quantinno Capital Management LP | 24.18K | Jun 30, 26 | +2.90K | 0.09% |
| MidFirst Bank | 23.76K | Jun 30, 26 | -90 | 0.08% |
| STEVENS CAPITAL PARTNERS | 23.50K | Jun 30, 26 | +450 | 0.08% |
| COURIER CAPITAL LLC | 23.43K | Jun 30, 26 | +266 | 0.08% |
| TRUIST FINANCIAL CORP | 23.29K | Jun 30, 26 | +467 | 0.08% |
| Richmond Brothers, Inc. | 22.68K | Jun 30, 26 | +22.68K | 0.08% |
| Fidelis Capital Partners, LLC | 22.42K | Jun 30, 26 | -441 | 0.08% |
| Payne Capital Management, LLC | 22.07K | Jun 30, 26 | +32 | 0.08% |
| GREAT VALLEY ADVISOR GROUP, INC. | 21.77K | Jun 30, 26 | -841 | 0.08% |
| TIAA TRUST, NATIONAL ASSOCIATION | 21.57K | Jun 30, 26 | -1.46K | 0.08% |
| Capital Squared Financial LLC | 21.50K | Jun 30, 26 | -620 | 0.08% |
| CWA Asset Management Group, LLC | 20.55K | Jun 30, 26 | -870 | 0.07% |
| Wealthspire Advisors, LLC | 20.51K | Jun 30, 26 | -36 | 0.07% |
| Aptus Capital Advisors, LLC | 20.31K | Jun 30, 26 | +48 | 0.07% |
| Financial Guidance Group, Inc. | 20.27K | Jun 30, 26 | +3 | 0.07% |
| Prism Advisors, Inc. | 20.06K | Jun 30, 26 | -130 | 0.07% |
| Farther Finance Advisors, LLC | 19.98K | Jun 30, 26 | +5.18K | 0.07% |
| Advisor OS, LLC | 19.92K | Jun 30, 26 | +819 | 0.07% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 19.82K | Jun 30, 26 | -2.32K | 0.07% |
| Cooke Wealth Management, LLC | 19.79K | Jun 30, 26 | -2 | 0.07% |
| Accurate Wealth Management, LLC | 19.76K | Jun 30, 26 | +602 | 0.07% |
| NewEdge Advisors, LLC | 19.60K | Jun 30, 26 | -241 | 0.07% |
| Merit Financial Group, LLC | 18.91K | Jun 30, 26 | -1.07K | 0.07% |
| MGO ONE SEVEN LLC | 18.86K | Jun 30, 26 | -731 | 0.07% |
| Salomon & Ludwin, LLC | 18.84K | Jun 30, 26 | -285 | 0.07% |
| Cambridge Financial Group, LLC | 18.68K | Jun 30, 26 | -465 | 0.07% |
| HF Advisory Group, LLC | 17.53K | Jun 30, 26 | +59 | 0.06% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 17.28K | Jun 30, 26 | -- | 0.06% |
| COFG Advisors, LLC | 17.01K | Jun 30, 26 | +17.01K | 0.06% |
| MAI Capital Management | 16.96K | Jun 30, 26 | -58 | 0.06% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16.66K | Jun 30, 26 | -289 | 0.06% |
| EP Wealth Advisors, LLC | 16.53K | Jun 30, 26 | +1.48K | 0.06% |
| Stratos Wealth Advisors, LLC | 16.52K | Jun 30, 26 | -444 | 0.06% |
| SILVER OAK SECURITIES, INCORPORATED | 15.43K | Jun 30, 26 | -20 | 0.05% |
| Berman McAleer LLC | 15.35K | Jun 30, 26 | -- | 0.05% |
| Omega Financial Group, LLC | 14.90K | Jun 30, 26 | -198 | 0.05% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14.88K | Jun 30, 26 | +1.23K | 0.05% |
| HFG Advisors, Inc. | 14.73K | Jun 30, 26 | +32 | 0.05% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 14.61K | Jun 30, 26 | -171 | 0.05% |
| Pure Financial Advisors, LLC | 14.43K | Jun 30, 26 | +9 | 0.05% |
| TWO SIGMA INVESTMENTS, LP | 14.40K | Jun 30, 26 | +14.40K | 0.05% |
| BROWN ADVISORY INC | 14.15K | Jun 30, 26 | +46 | 0.05% |
| Friday Financial | 13.91K | Jun 30, 26 | +7.87K | 0.05% |
| LTG Capital LLC | 13.75K | Jun 30, 26 | +71 | 0.05% |
| Colony Group, LLC | 13.65K | Jun 30, 26 | -1.00K | 0.05% |
| Walsh & Associates, LLC | 13.55K | Jun 30, 26 | +2.02K | 0.05% |
| Fiduciary Alliance LLC | 12.92K | Jun 30, 26 | +177 | 0.05% |
| Koss-Olinger Consulting, LLC | 12.81K | Jun 30, 26 | -18.86K | 0.05% |
| NATIXIS ADVISORS, L.P. | 12.67K | Jun 30, 26 | +1.31K | 0.04% |
| Kestra Advisory Services, LLC | 12.63K | Jun 30, 26 | -12.15K | 0.04% |
| Vise Technologies, Inc. | 12.62K | Jun 30, 26 | +3.71K | 0.04% |
| FMR LLC | 12.59K | Jun 30, 26 | +131 | 0.04% |
| Cape Investment Advisory, Inc. | 12.12K | Jun 30, 26 | +45 | 0.04% |
| CULLEN/FROST BANKERS, INC. | 12.00K | Jun 30, 26 | -- | 0.04% |
| Milestone Asset Management Group, LLC | 11.77K | Jun 30, 26 | +51 | 0.04% |
| Portside Wealth Group, LLC | 11.74K | Jun 30, 26 | +1.82K | 0.04% |
| IFG Advisory, LLC | 11.72K | Jun 30, 26 | +11.72K | 0.04% |
| Brady Martz Wealth Solutions, LLC | 11.64K | Jun 30, 26 | -194 | 0.04% |
| Lewis Asset Management, LLC | 11.57K | Jun 30, 26 | -128 | 0.04% |
| Keystone Financial Group | 11.48K | Jun 30, 26 | -42 | 0.04% |
| Global Retirement Partners, LLC | 11.17K | Jun 30, 26 | +11.17K | 0.04% |
| Rialto Wealth Management, LLC | 10.81K | Jun 30, 26 | +30 | 0.04% |
| LexAurum Advisors, LLC | 10.76K | Jun 30, 26 | -- | 0.04% |
| Krilogy Financial LLC | 10.75K | Jun 30, 26 | -66 | 0.04% |
| Invera Wealth Advisors, LLC | 10.70K | Jun 30, 26 | +178 | 0.04% |
| Cerity Partners LLC | 10.59K | Jun 30, 26 | -3 | 0.04% |
| Advisory Services Network, LLC | 10.43K | Jun 30, 26 | -1.01K | 0.04% |
| CVFG LLC | 10.38K | Jun 30, 26 | +777 | 0.04% |
| Elevated Capital Advisors, LLC | 10.04K | Jun 30, 26 | -6.33K | 0.04% |
| Onyx Bridge Wealth Group LLC | 9.97K | Jun 30, 26 | -616 | 0.04% |
| KPP Advisory Services LLC | 9.64K | Jun 30, 26 | -40 | 0.03% |
| TAGStone Capital, Inc. | 9.63K | Jun 30, 26 | +43 | 0.03% |
| CULTIVAR CAPITAL, INC. | 9.61K | Jun 30, 26 | +3.72K | 0.03% |
| FLORIDA FINANCIAL ADVISORS, LLC | 9.58K | Jun 30, 26 | +22 | 0.03% |
| Weinberger Asset Management, Inc | 9.34K | Jun 30, 26 | -1.03K | 0.03% |
| Texas Yale Capital Corp. | 9.10K | Jun 30, 26 | -- | 0.03% |
| Mount Yale Investment Advisors, LLC | 9.10K | Jun 30, 26 | -- | 0.03% |
| PACIFIC SUN FINANCIAL CORP | 8.90K | Jun 30, 26 | -80 | 0.03% |
| Resonant Capital Advisors, LLC | 8.76K | Jun 30, 26 | +1.84K | 0.03% |
| Broadview Financial Management, LLC | 8.53K | Jun 30, 26 | +32 | 0.03% |
| Sharper & Granite LLC | 8.20K | Jun 30, 26 | -1.90K | 0.03% |
| JUNCTURE WEALTH STRATEGIES, LLC | 7.91K | Jun 30, 26 | -3.57K | 0.03% |
| Mosley Wealth Management | 7.80K | Jun 30, 26 | +7.80K | 0.03% |
| Commonwealth Financial Services, LLC | 7.75K | Jun 30, 26 | -2.92K | 0.03% |
| Visionary Wealth Advisors | 7.65K | Jun 30, 26 | -897 | 0.03% |
| RED REEF ADVISORS LLC | 7.51K | Jun 30, 26 | +11 | 0.03% |
| ECLECTIC ASSOCIATES INC /ADV | 7.49K | Jun 30, 26 | -1.31K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 7.14K | Jun 30, 26 | -26 | 0.03% |
| BlackRock, Inc. | 7.11K | Jun 30, 26 | -- | 0.03% |
| Insight Advisors, LLC/ PA | 7.04K | Jun 30, 26 | +100 | 0.02% |
| SJS Investment Consulting Inc. | 7.00K | Jun 30, 26 | -- | 0.02% |
| QRG CAPITAL MANAGEMENT, INC. | 6.64K | Jun 30, 26 | +897 | 0.02% |
| NORDEN GROUP LLC | 6.63K | Jun 30, 26 | +979 | 0.02% |
| Sterling Financial Planning, Inc. | 6.62K | Jun 30, 26 | +122 | 0.02% |
| FIFTH THIRD SECURITIES, INC. | 6.47K | Jun 30, 26 | -166 | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.36K | Jun 30, 26 | +2.55K | 0.02% |
| Everhart Financial Group, Inc. | 6.25K | Jun 30, 26 | -1.38K | 0.02% |
| BURNEY CO/ | 6.16K | Jun 30, 26 | -29 | 0.02% |
| Topsail Wealth Management, LLC | 6.09K | Jun 30, 26 | +170 | 0.02% |
| CCG WEALTH MANAGEMENT, LLC | 6.07K | Jun 30, 26 | -385 | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.00K | Jun 30, 26 | +20 | 0.02% |
| Independent Advisor Alliance | 5.93K | Jun 30, 26 | -41.54K | 0.02% |
| Janney Montgomery Scott LLC | 5.91K | Jun 30, 26 | +40 | 0.02% |
| PFG Advisors | 5.73K | Jun 30, 26 | -362 | 0.02% |
| Concurrent Investment Advisors, LLC | 5.71K | Jun 30, 26 | -80 | 0.02% |
| Meridian Wealth Management, LLC | 5.69K | Jun 30, 26 | -- | 0.02% |
| Crescent Grove Advisors, LLC | 5.64K | Jun 30, 26 | -- | 0.02% |
| Fortis Capital Advisors, LLC | 5.61K | Jun 30, 26 | -134 | 0.02% |
| Belpointe Asset Management LLC | 5.61K | Jun 30, 26 | -134 | 0.02% |
| Meridian Financial, LLC | 5.46K | Jun 30, 26 | -- | 0.02% |
| Valmark Advisers, Inc. | 5.45K | Jun 30, 26 | +405 | 0.02% |
| J.W. COLE ADVISORS, INC. | 5.42K | Jun 30, 26 | +50 | 0.02% |
| Financial Network Wealth Advisors LLC | 5.37K | Jun 30, 26 | +59 | 0.02% |
| VisionPoint Advisory Group, LLC | 5.29K | Jun 30, 26 | +453 | 0.02% |
| ARQ WEALTH ADVISORS, LLC | 5.26K | Jun 30, 26 | -1.14K | 0.02% |
| Orin Green Financial, LLC | 5.21K | Jun 30, 26 | -391 | 0.02% |
| Trueblood Wealth Management, LLC | 5.20K | Jun 30, 26 | -1 | 0.02% |
| IFP Advisors, Inc | 5.15K | Jun 30, 26 | -141 | 0.02% |
| STALEY CAPITAL ADVISERS INC | 5.11K | Jun 30, 26 | -- | 0.02% |
| Snowden Capital Advisors LLC | 5.02K | Jun 30, 26 | +1.41K | 0.02% |
| Keating Financial Advisory Services, Inc. | 4.97K | Jun 30, 26 | -- | 0.02% |
| WealthPlan Investment Management, LLC | 4.96K | Jun 30, 26 | -1.41K | 0.02% |
| Csenge Advisory Group | 4.83K | Jun 30, 26 | -38 | 0.02% |
| ZENITH SOLUTIONS, INC. | 4.79K | Jun 30, 26 | +4.79K | 0.02% |
| Tempo Wealth, LLC | 4.70K | Jun 30, 26 | +21 | 0.02% |
| Centennial Wealth Advisory LLC | 4.69K | Jun 30, 26 | -81 | 0.02% |
| Retirement Planning Group | 4.68K | Jun 30, 26 | +1.48K | 0.02% |
| FLAGSTAR ADVISORS INC. | 4.64K | Jun 30, 26 | -556 | 0.02% |
| Eqis Capital Management, Inc. | 4.62K | Jun 30, 26 | -3.17K | 0.02% |
| Third View Private Wealth, LLC | 4.41K | Jun 30, 26 | -174 | 0.02% |
| Ameritas Advisory Services, LLC | 4.35K | Jun 30, 26 | +1.50K | 0.02% |
| StoneX Group Inc. | 4.33K | Jun 30, 26 | +1.79K | 0.02% |
| Avant Capital LLC | 4.32K | Jun 30, 26 | -44 | 0.02% |
| Allworth Financial LP | 4.17K | Jun 30, 26 | -8.33K | 0.01% |
| OneAscent Financial Services LLC | 4.03K | Jun 30, 26 | +14 | 0.01% |
| Measured Wealth Private Client Group, LLC | 4.01K | Jun 30, 26 | -84 | 0.01% |
| ProVise Management Group, LLC | 3.98K | Jun 30, 26 | -97 | 0.01% |
| Acorn Wealth Advisors, LLC | 3.97K | Jun 30, 26 | -266 | 0.01% |
| Rehmann Capital Advisory Group | 3.95K | Jun 30, 26 | -70 | 0.01% |
| BLAIR WILLIAM & CO/IL | 3.95K | Jun 30, 26 | -- | 0.01% |
| INSPIRION WEALTH ADVISORS, LLC | 3.93K | Jun 30, 26 | -- | 0.01% |
| KWB Wealth | 3.89K | Jun 30, 26 | -239 | 0.01% |
| Sensible Money, LLC | 3.86K | Jun 30, 26 | -- | 0.01% |
| Apeiron RIA LLC | 3.86K | Jun 30, 26 | -100 | 0.01% |
| CONDOR CAPITAL MANAGEMENT | 3.66K | Jun 30, 26 | -140 | 0.01% |
| Integrated Wealth Concepts LLC | 3.51K | Jun 30, 26 | -31 | 0.01% |
| Schneider Downs Wealth Management Advisors, LP | 3.40K | Jun 30, 26 | -- | 0.01% |
| MidAtlantic Capital Management, Inc. | 3.38K | Jun 30, 26 | -- | 0.01% |
| Goldstein Advisors, LLC | 3.25K | Jun 30, 26 | -- | 0.01% |
| Breachway Investments LLC | 3.22K | Jun 30, 26 | -- | 0.01% |
| Wallace Advisory Group, LLC | 3.21K | Jun 30, 26 | -112 | 0.01% |
| Persium Advisors, LLC | 3.17K | Jun 30, 26 | -- | 0.01% |
| Centerpoint Advisors, LLC | 3.09K | Jun 30, 26 | -552 | 0.01% |
| Beaumont Financial Advisors, LLC | 3.08K | Jun 30, 26 | -- | 0.01% |
| WRAPMANAGER INC | 3.07K | Jun 30, 26 | -6 | 0.01% |
| Destiny Capital Corp/CO | 3.05K | Jun 30, 26 | -18 | 0.01% |
| Beacon Pointe Advisors, LLC | 3.03K | Jun 30, 26 | +3.03K | 0.01% |
| Quadcap Wealth Management, LLC | 3.03K | Jun 30, 26 | -- | 0.01% |
| LongView Wealth Management | 3.02K | Jun 30, 26 | -1.30K | 0.01% |
| KDK Private Wealth Management, LLC | 2.95K | Jun 30, 26 | -48 | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.95K | Jun 30, 26 | -404 | 0.01% |
| Joseph Group Capital Management | 2.93K | Jun 30, 26 | -427 | 0.01% |
| O'Keefe Stevens Advisory, Inc. | 2.92K | Jun 30, 26 | -- | 0.01% |
| Rockwood Wealth Management, LLC | 2.90K | Jun 30, 26 | +2.90K | 0.01% |
| Arkadios Wealth Advisors | 2.90K | Jun 30, 26 | -80 | 0.01% |
| Perennial Investment Advisors, LLC | 2.86K | Jun 30, 26 | +411 | 0.01% |
| Summit Investment Advisory Services, LLC | 2.84K | Jun 30, 26 | -60 | 0.01% |
| Cornerstone Wealth Management, LLC | 2.82K | Jun 30, 26 | -8 | 0.01% |
| CERTIOR FINANCIAL GROUP, LLC | 2.69K | Jun 30, 26 | -6 | 0.01% |
| Capital Investment Advisory Services, LLC | 2.67K | Jun 30, 26 | -7 | 0.01% |
| Cornerstone Planning, LLC | 2.60K | Jun 30, 26 | -57 | 0.01% |
| DIVERSIFIED MANAGEMENT INC | 2.58K | Jun 30, 26 | +2 | 0.01% |
| GERMAN AMERICAN BANCORP, INC. | 2.57K | Jun 30, 26 | -- | 0.01% |
| Urban Financial Advisory Corp | 2.54K | Jun 30, 26 | -310 | 0.01% |
| Savvy Advisors, Inc. | 2.51K | Jun 30, 26 | +2.51K | 0.01% |
| FIFTH THIRD BANCORP | 2.51K | Jun 30, 26 | +88 | 0.01% |
| CENTRAL TRUST Co | 2.51K | Jun 30, 26 | +166 | 0.01% |
| Redhawk Wealth Advisors, Inc. | 2.50K | Jun 30, 26 | -173 | 0.01% |
| Modern Wealth Management, LLC | 2.49K | Jun 30, 26 | +2.49K | 0.01% |
| PDS Planning, Inc | 2.48K | Jun 30, 26 | +11 | 0.01% |
| M&T BANK CORP | 2.42K | Jun 30, 26 | -- | 0.01% |
| Note Advisors, LLC | 2.40K | Jun 30, 26 | -- | 0.01% |
| HB Wealth Management, LLC | 2.40K | Jun 30, 26 | +2.40K | 0.01% |
| Somerset Trust Co | 2.34K | Jun 30, 26 | -76 | 0.01% |
| McNaughton Wealth Management, LLC | 2.32K | Jun 30, 26 | +2.32K | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.31K | Jun 30, 26 | -226 | 0.01% |
| Diversify Advisory Services, LLC | 2.31K | Jun 30, 26 | +2.31K | 0.01% |
| Tradewinds Capital Management, LLC | 2.31K | Jun 30, 26 | +10 | 0.01% |
| DHJJ Financial Advisors, Ltd. | 2.29K | Jun 30, 26 | -- | 0.01% |
| Embree Financial Group | 2.26K | Jun 30, 26 | +2.26K | 0.01% |
| APPLETON PARTNERS INC/MA | 2.21K | Jun 30, 26 | +2.21K | 0.01% |
| Western Wealth Management, LLC | 2.20K | Jun 30, 26 | -574 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.18K | Jun 30, 26 | -293 | 0.01% |
| 4WEALTH ADVISORS, INC. | 2.17K | Jun 30, 26 | +2.17K | 0.01% |
| CI Private Wealth, LLC | 2.16K | Jun 30, 26 | -238 | 0.01% |
| PRIVATE TRUST CO NA | 2.15K | Jun 30, 26 | -68 | 0.01% |
| VANCE WEALTH, INC. | 2.13K | Jun 30, 26 | -302 | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.09K | Jun 30, 26 | +6 | 0.01% |
| HUNTINGTON NATIONAL BANK | 2.00K | Jun 30, 26 | -185 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.90K | Jun 30, 26 | -- | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 1.70K | Jun 30, 26 | -- | 0.01% |
| Smartleaf Asset Management LLC | 1.69K | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 1.50K | Jun 30, 26 | +3 | 0.01% |
| AdvisorNet Financial, Inc | 1.38K | Jun 30, 26 | -3 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.09K | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.02K | Jun 30, 26 | -361 | 0.00% |
| Tower View Investment Management & Research LLC | 993 | Jun 30, 26 | +5 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 948 | Jun 30, 26 | -- | 0.00% |
| LOWE BROCKENBROUGH & CO INC | 772 | Jun 30, 26 | -334 | 0.00% |
| Nova Wealth Management, Inc. | 769 | Jun 30, 26 | -317 | 0.00% |
| Miller Capital Partners, Inc. | 767 | Jun 30, 26 | -- | 0.00% |
| ATWOOD & PALMER INC | 747 | Jun 30, 26 | +3 | 0.00% |
| Smithfield Trust Co | 700 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 663 | Jun 30, 26 | +52 | 0.00% |
| Basecamp Wealth Advisors LLC | 646 | Jun 30, 26 | -- | 0.00% |
| Jackson, Grant Investment Advisers, Inc. | 639 | Jun 30, 26 | +3 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 590 | Jun 30, 26 | +105 | 0.00% |
| UMB Bank, n.a. | 579 | Jun 30, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 536 | Jun 30, 26 | -87.64K | 0.00% |
| BALLAST ADVISORS LLC | 531 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 527 | Jun 30, 26 | -77 | 0.00% |
| Glass Jacobson Investment Advisors llc | 523 | Jun 30, 26 | -17 | 0.00% |
| Key FInancial Inc | 521 | Jun 30, 26 | +247 | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 504 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 452 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 443 | Jun 30, 26 | +8 | 0.00% |
| Pinnacle Bancorp, Inc. | 392 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 380 | Jun 30, 26 | -9 | 0.00% |
| ASSETMARK, INC | 354 | Jun 30, 26 | -175 | 0.00% |
| Caitlin John, LLC | 330 | Jun 30, 26 | -- | 0.00% |
| Copia Wealth Management | 310 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 300 | Jun 30, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 296 | Jun 30, 26 | +2 | 0.00% |
| NBC SECURITIES, INC. | 277 | Jun 30, 26 | -- | 0.00% |
| Family Capital Trust Co | 269 | Jun 30, 26 | -- | 0.00% |
| MJT & Associates Financial Advisory Group, Inc. | 249 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 241 | Jun 30, 26 | +75 | 0.00% |
| TOP Private Wealth LLC. | 236 | Jun 30, 26 | +236 | 0.00% |
| BFSG, LLC | 223 | Jun 30, 26 | -- | 0.00% |
| TD Capital Management LLC | 221 | Jun 30, 26 | +1 | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 216 | Jun 30, 26 | -- | 0.00% |
| Cherry Tree Wealth Management, LLC | 209 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 182 | Jun 30, 26 | -- | 0.00% |
| Owl Creek Wealth Partners LLC | 182 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 158 | Jun 30, 26 | -- | 0.00% |
| DecisionPoint Financial, LLC | 155 | Jun 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 154 | Jun 30, 26 | -- | 0.00% |
| ABOUND FINANCIAL, LLC | 145 | Jun 30, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 142 | Jun 30, 26 | -- | 0.00% |
| Hughes Financial Services, LLC | 129 | Jun 30, 26 | -- | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 125 | Jun 30, 26 | -4.08K | 0.00% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 125 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 123 | Jun 30, 26 | +123 | 0.00% |
| Tidemark, LLC | 121 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 116 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 106 | Jun 30, 26 | +13 | 0.00% |
| Provenance Wealth Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 93 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 76 | Jun 30, 26 | -75 | 0.00% |
| Key Capital Management, INC | 76 | Jun 30, 26 | +56 | 0.00% |
| REAP Financial Group, LLC | 75 | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 65 | Jun 30, 26 | -681 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 59 | Jun 30, 26 | +59 | 0.00% |
| Robinswood Financial LLC | 57 | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 45 | Jun 30, 26 | -- | 0.00% |
| FIRST COMMUNITY TRUST NA | 41 | Jun 30, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 39 | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 34 | Jun 30, 26 | +34 | 0.00% |
| POM Investment Strategies, LLC | 30 | Jun 30, 26 | +30 | 0.00% |
| Manchester Capital Management LLC | 28 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 26 | Jun 30, 26 | -- | 0.00% |
| Cedar Mountain Advisors, LLC | 26 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 24 | Jun 30, 26 | +23 | 0.00% |
| BRYN MAWR TRUST Co | 21 | Jun 30, 26 | -- | 0.00% |
| Bullock Wealth Management Group | 17 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 17 | Jun 30, 26 | +17 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 12 | Jun 30, 26 | -49.99K | 0.00% |
| Buck Wealth Strategies, LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| Bogart Wealth, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 1 | Jun 30, 26 | -1 | 0.00% |
| Raleigh Capital Management Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Provident Wealth Management, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| BENJAMIN EDWARDS INC | -- | Jun 30, 26 | -38.10K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -15 | -- |
| Net Worth Advisory Group | -- | Jun 30, 26 | -8.55K | -- |
| COGENT STRATEGIC WEALTH LLC | -- | Jun 30, 26 | -3.72K | -- |
| Caldwell Trust Co | -- | Jun 30, 26 | -255 | -- |
| WealthTrak Capital Management LLC | -- | Jun 30, 26 | -30.99K | -- |
| Global Assets Advisory, LLC | -- | Jun 30, 26 | -8.51K | -- |
| North Star Investment Management Corp. | -- | Jun 30, 26 | -220 | -- |
| BREAKTHRU ADVISORY SERVICES, LLC | -- | Jun 30, 26 | -2.54K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -40 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1 | -- |
| KMG FIDUCIARY PARTNERS, LLC | -- | Jun 30, 26 | -4.85K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -2 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -41 | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -175 | -- |
| Falcon Wealth Planning | -- | Jun 30, 26 | -4.24K | -- |
| CANANDAIGUA NATIONAL CORP | 421.05K | Mar 31, 26 | +421.05K | 1.49% |
| CWM, LLC | 198.94K | Mar 31, 26 | -2.44K | 0.71% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 129.39K | Mar 31, 26 | -3.17K | 0.46% |
| Canandaigua National Trust Co of Florida | 47.25K | Mar 31, 26 | +416 | 0.17% |
| Gibbs Wealth Management | 7.59K | Mar 31, 26 | +4.76K | 0.03% |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -138 | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -7.80K | -- |
| Total Wealth Planning, LLC | 5.99K | Dec 31, 25 | -93.71K | 0.02% |
| COMERICA BANK | 3.82K | Dec 31, 25 | -2.11K | 0.01% |
| CIBC Private Wealth Group, LLC | 452 | Dec 31, 25 | -- | 0.00% |
| Stephens Consulting, LLC | 145 | Dec 31, 25 | +1 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -120 | -- |
| Burt Wealth Advisors | 5.49K | Sep 30, 25 | +440 | 0.02% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -5.93K | -- |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -266 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 104.77K | Jun 30, 25 | +16.76K | 0.37% |
| Smith Anglin Financial, LLC | 18.53K | Jun 30, 25 | -1.54K | 0.07% |
| Good Life Advisors, LLC | 10.45K | Jun 30, 25 | -- | 0.04% |
| Wambolt & Associates, LLC | 10.36K | Jun 30, 25 | -168 | 0.04% |
| ACAS, LLC | 4.31K | Jun 30, 25 | -358 | 0.02% |
| Iron Horse Wealth Management, LLC | 1.87K | Jun 30, 25 | -15 | 0.01% |
| Centricity Wealth Management, LLC | 741 | Jun 30, 25 | -- | 0.00% |
| Capital A Wealth Management, LLC | 623 | Jun 30, 25 | +562 | 0.00% |
| Legacy Investment Solutions, LLC | 40 | Jun 30, 25 | +40 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -4.98K | -- |
| Orion Portfolio Solutions, LLC | 16.67K | Mar 31, 25 | -2.36K | 0.06% |
| Executive Wealth Management, LLC | 64.31K | Dec 31, 24 | +64.31K | 0.23% |
| Cassady Schiller Wealth Management, LLC | 276 | Dec 31, 24 | +276 | 0.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | 180 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -125 | -- |
| Raymond James Financial Services Advisors, Inc. | 184.71K | Sep 30, 24 | -841 | 0.66% |
| FinTrust Capital Advisors, LLC | 157.02K | Sep 30, 24 | +9.55K | 0.56% |
| Annapolis Financial Services, LLC | 49.87K | Sep 30, 24 | +118 | 0.18% |
| Waypoint Capital Advisors, LLC | 14.02K | Sep 30, 24 | -- | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 6.74K | Sep 30, 24 | +74 | 0.02% |
| SpiderRock Advisors, LLC | 5.86K | Sep 30, 24 | +5.86K | 0.02% |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.71K | Sep 30, 24 | +2.71K | 0.01% |
| ETFIDEA, LLC | 2.63K | Sep 30, 24 | +2.63K | 0.01% |
| Carmichael Hill & Associates, Inc. | 760 | Sep 30, 24 | -300 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 42 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 440.26K | Jun 30, 24 | -216.30K | 1.56% |
| Retirement Group, LLC | 139.56K | Mar 31, 24 | -717 | 0.50% |
| Cetera Advisor Networks LLC | 98.16K | Mar 31, 24 | -37.47K | 0.35% |
| Cetera Advisors LLC | 16.63K | Mar 31, 24 | -4.19K | 0.06% |
| FirstPurpose Wealth LLC | 7.35K | Mar 31, 24 | +107 | 0.03% |
| DFPG INVESTMENTS, LLC | 11.39K | Dec 31, 23 | -328 | 0.04% |
| FOCUS FINANCIAL NETWORK INC /ADV | 3.29K | Dec 31, 23 | +3.29K | 0.01% |
| Bartlett & Co. LLC | 1.50K | Dec 31, 23 | +3 | 0.01% |
| Baystate Wealth Management LLC | 105 | Dec 31, 23 | -- | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 73.28K | Sep 30, 23 | +73.28K | 0.26% |
| Windsor Group LTD | 47.90K | Sep 30, 23 | -1.86K | 0.17% |
| COLONY GROUP LLC | 5.67K | Sep 30, 23 | -- | 0.02% |
| DESTINY CAPITAL SECURITIES CORPORATION | 3.79K | Sep 30, 23 | +3.79K | 0.01% |
| TIAA, FSB | 550.27K | Jun 30, 23 | +14.62K | 1.95% |
| Veritable, L.P. | 72.13K | Jun 30, 23 | +1.47K | 0.26% |
| BMS Financial Advisors, LLC | 48.99K | Jun 30, 23 | +48.99K | 0.17% |
| Kistler-Tiffany Companies, LLC | 1.55K | Jun 30, 23 | +1.55K | 0.01% |
| Fullen Financial Group | 28.98K | Mar 31, 23 | +143 | 0.10% |
| Catalyst Wealth Management, LLC | 4.95K | Mar 31, 23 | -564 | 0.02% |
| Ahrens Investment Partners LLC | 68 | Mar 31, 23 | +68 | 0.00% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -82.23K | -- |
| Foresight Wealth Management, LLC | 5.92K | Dec 31, 22 | -48.66K | 0.02% |
| Harrison & Co Wealth Management, LLC | 3.25K | Dec 31, 22 | +3.25K | 0.01% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18.36K | Sep 30, 22 | +2.30K | 0.07% |
| 55I, LLC | 12.60K | Sep 30, 22 | +8.71K | 0.04% |
| Beaumont Financial Partners, LLC | 11.07K | Sep 30, 22 | +11.07K | 0.04% |
| H. L. Ormond & Company, LLC | 7.27K | Sep 30, 22 | -13 | 0.03% |
| American Portfolios Advisors | 2.87K | Sep 30, 22 | +17 | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 380 | Sep 30, 22 | +380 | 0.00% |
| Covington Capital Management | 163 | Sep 30, 22 | -- | 0.00% |
| Strategic Asset Management, LLC | 86 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -140 | -- |
| Minot Wealth Management LLC | 160.30K | Jun 30, 22 | +56.80K | 0.57% |
| Farmer Steven Patrick | 130.96K | Jun 30, 22 | +130.96K | 0.46% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5.41K | Mar 31, 22 | -2.60K | 0.02% |
| Claremont Financial Group, Inc. | 1.37K | Mar 31, 22 | +576 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 16.32K | Dec 31, 21 | -238 | 0.06% |
| Clear Perspective Advisors, LLC | 3.96K | Dec 31, 21 | -- | 0.01% |
| JD Financial Services Inc. | 3.60K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | 118 | Dec 31, 21 | -- | 0.00% |
| Harborview Advisors, LLC | 74.63K | Sep 30, 21 | +3 | 0.26% |
| Ameritas Investment Company, LLC | 4.13K | Sep 30, 21 | -5 | 0.01% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4.03K | Jun 30, 21 | +165 | 0.01% |
| Hoover Financial Advisors, Inc. | 1.83K | Jun 30, 21 | +301 | 0.01% |
| First Allied Advisory Services, Inc. | 5.25K | Sep 30, 20 | -107 | 0.02% |
| Argent Wealth Management LLC | 138.21K | Jun 30, 20 | +21.03K | 0.49% |
| 361 CAPITAL LLC | 6.38K | Jun 30, 20 | +522 | 0.02% |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 48.76K | Mar 31, 20 | -12.74K | 0.17% |
| Squar Milner Financial Services LLC | 3.11K | Mar 31, 20 | +370 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 112.55K | Dec 31, 19 | -2.80K | 0.40% |
| Advisor Group, Inc. | 94.15K | Dec 31, 19 | +13.01K | 0.33% |
| PHH Investments, Ltd. | 18.87K | Dec 31, 19 | -494 | 0.07% |
| Guidant Wealth Advisors | 10.81K | Sep 30, 19 | +1 | 0.04% |
| Opes Advisors Inc | 38.67K | Dec 31, 18 | -140 | 0.14% |
| Vantage Investment Advisors, LLC | 2.59K | Sep 30, 18 | +76 | 0.01% |
| Allegis Investment Advisors, LLC | 146.64K | Mar 31, 18 | +24.86K | 0.52% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -4.95K | -- |
| Commonwealth Equity Services, Inc | 14.99K | Jun 30, 17 | +276 | 0.05% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -19.64K | -- |
| Integrated Wealth Management | 9.79K | Mar 31, 17 | +2.01K | 0.03% |
| MSI Financial Services Inc | 1.49K | Dec 31, 16 | +125 | 0.01% |
| KANALY TRUST CO | 164 | Dec 31, 16 | -- | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -11.77K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 1.02K | Jun 30, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 290 | Dec 31, 14 | +6 | 0.00% |
| UBS AG | 6.78K | Sep 30, 14 | +322 | 0.02% |