MGV(MGV)
MGV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ASSETMARK, INC | 15.84M | Jun 30, 26 | +245.99K | 19.42% |
| BANK OF AMERICA CORP /DE/ | 4.68M | Jun 30, 26 | +36.58K | 5.73% |
| MORGAN STANLEY | 3.22M | Jun 30, 26 | +153.58K | 3.95% |
| AMERIPRISE FINANCIAL INC | 2.46M | Jun 30, 26 | +182.01K | 3.02% |
| UBS Group AG | 1.79M | Jun 30, 26 | +64.18K | 2.19% |
| Merit Financial Group, LLC | 1.65M | Jun 30, 26 | +315.66K | 2.03% |
| ENVESTNET ASSET MANAGEMENT INC | 1.24M | Jun 30, 26 | -33.30K | 1.52% |
| LPL Financial LLC | 1.16M | Jun 30, 26 | +74.79K | 1.42% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.11M | Jun 30, 26 | -55.07K | 1.36% |
| WELLS FARGO & COMPANY/MN | 993.87K | Jun 30, 26 | -10.70K | 1.22% |
| HighTower Advisors, LLC | 877.04K | Jun 30, 26 | +41.86K | 1.07% |
| ADVISOR GROUP HOLDINGS, INC. | 789.08K | Jun 30, 26 | +95.08K | 0.97% |
| Black Diamond Financial, LLC | 757.23K | Jun 30, 26 | +19.97K | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 753.20K | Jun 30, 26 | -36.75K | 0.92% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 733.16K | Jun 30, 26 | -- | 0.90% |
| ROYAL BANK OF CANADA | 720.08K | Jun 30, 26 | -7.38K | 0.88% |
| JPMORGAN CHASE & CO | 683.60K | Jun 30, 26 | +90.98K | 0.84% |
| Sequoia Financial Advisors, LLC | 531.73K | Jun 30, 26 | -15.02K | 0.65% |
| Rockefeller Capital Management L.P. | 486.18K | Jun 30, 26 | +1.98K | 0.60% |
| Strategic Investment Advisors / MI | 442.68K | Jun 30, 26 | +8.29K | 0.54% |
| Kestra Advisory Services, LLC | 403.12K | Jun 30, 26 | +28.32K | 0.49% |
| Cambridge Investment Research Advisors, Inc. | 388.72K | Jun 30, 26 | +2.87K | 0.48% |
| Baird Financial Group, Inc. | 387.22K | Jun 30, 26 | +3.74K | 0.47% |
| Prosperity Consulting Group, LLC | 386.44K | Jun 30, 26 | +13.35K | 0.47% |
| STIFEL FINANCIAL CORP | 383.72K | Jun 30, 26 | +17.95K | 0.47% |
| Praetorian Wealth Management, Inc. | 379.59K | Jun 30, 26 | +10.85K | 0.47% |
| Cetera Investment Advisers | 369.44K | Jun 30, 26 | +27.39K | 0.45% |
| PETREDIS INVESTMENT ADVISORS LLC | 366.16K | Jun 30, 26 | -1.27K | 0.45% |
| Apriem Advisors | 349.63K | Jun 30, 26 | +34.24K | 0.43% |
| Cerity Partners LLC | 343.97K | Jun 30, 26 | +83.23K | 0.42% |
| Savant Capital, LLC | 316.14K | Jun 30, 26 | +157.56K | 0.39% |
| MARS JEWETT FINANCIAL GROUP, INC. | 314.32K | Jun 30, 26 | +308.69K | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 301.21K | Jun 30, 26 | +9.19K | 0.37% |
| Pure Financial Advisors, LLC | 285.84K | Jun 30, 26 | -5.07K | 0.35% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 226.31K | Jun 30, 26 | +77.62K | 0.28% |
| BHK Investment Advisors, LLC | 219.09K | Jun 30, 26 | -1.45K | 0.27% |
| Smartleaf Asset Management LLC | 216.70K | Jun 30, 26 | -- | 0.27% |
| Braeburn Wealth Management LLC | 211.64K | Jun 30, 26 | +9.71K | 0.26% |
| Integrated Capital Management, LLC | 210.22K | Jun 30, 26 | +4.05K | 0.26% |
| BTG Pactual Asset Management US LLC | 208.48K | Jun 30, 26 | -5.79K | 0.26% |
| Capital Advantage, Inc. | 197.04K | Jun 30, 26 | -688 | 0.24% |
| TITLEIST ASSET MANAGEMENT, LLC | 191.47K | Jun 30, 26 | +8.36K | 0.23% |
| Zeit Capital LLC | 189.91K | Jun 30, 26 | +985 | 0.23% |
| Bernardo Wealth Planning LLC | 187.39K | Jun 30, 26 | -24.46K | 0.23% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 182.38K | Jun 30, 26 | +6.30K | 0.22% |
| Beacon Pointe Advisors, LLC | 181.19K | Jun 30, 26 | -2.14K | 0.22% |
| Graney & King, LLC | 179.18K | Jun 30, 26 | +5.00K | 0.22% |
| ETF Portfolio Partners, Inc. | 172.56K | Jun 30, 26 | -3.77K | 0.21% |
| Blue Edge Capital, LLC | 158.93K | Jun 30, 26 | +314 | 0.19% |
| Breakwater Capital Group | 158.87K | Jun 30, 26 | +2.48K | 0.19% |
| Wealthcare Advisory Partners LLC | 154.96K | Jun 30, 26 | +5.77K | 0.19% |
| Sheridan Capital Management, LLC | 154.08K | Jun 30, 26 | +4.90K | 0.19% |
| Retirement Planning Group | 149.97K | Jun 30, 26 | +149.97K | 0.18% |
| Bison Wealth, LLC | 146.80K | Jun 30, 26 | +3.72K | 0.18% |
| AllGen Financial Advisors, Inc. | 146.46K | Jun 30, 26 | -266 | 0.18% |
| Waverly Advisors, LLC | 145.48K | Jun 30, 26 | +32.08K | 0.18% |
| HARBOUR INVESTMENTS, INC. | 143.28K | Jun 30, 26 | +441 | 0.18% |
| Select Asset Management & Trust | 141.61K | Jun 30, 26 | +2.26K | 0.17% |
| SRS Capital Advisors, Inc. | 141.11K | Jun 30, 26 | +11.05K | 0.17% |
| MEANS INVESTMENT CO., INC. | 133.49K | Jun 30, 26 | -3.23K | 0.16% |
| Pachira Investments Inc. | 132.38K | Jun 30, 26 | +14.67K | 0.16% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 129.22K | Jun 30, 26 | +7.79K | 0.16% |
| Cresset Asset Management, LLC | 125.86K | Jun 30, 26 | -110 | 0.15% |
| Retirement Management Systems Inc. | 120.32K | Jun 30, 26 | +6.98K | 0.15% |
| MML INVESTORS SERVICES, LLC | 116.56K | Jun 30, 26 | +22.40K | 0.14% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 113.09K | Jun 30, 26 | +112.69K | 0.14% |
| US BANCORP \DE\ | 111.57K | Jun 30, 26 | -58 | 0.14% |
| JONES FINANCIAL COMPANIES LLLP | 110.37K | Jun 30, 26 | +18.17K | 0.14% |
| Annex Advisory Services, LLC | 109.31K | Jun 30, 26 | -2.10K | 0.13% |
| TUDOR INVESTMENT CORP ET AL | 106.19K | Jun 30, 26 | +54.02K | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 105.00K | Jun 30, 26 | +2.75K | 0.13% |
| ARQ WEALTH ADVISORS, LLC | 102.56K | Jun 30, 26 | +18.64K | 0.13% |
| Creative Planning | 102.22K | Jun 30, 26 | -1.12K | 0.13% |
| Private Advisor Group, LLC | 99.93K | Jun 30, 26 | +2.02K | 0.12% |
| HB Wealth Management, LLC | 98.28K | Jun 30, 26 | +627 | 0.12% |
| STEPHENS INC /AR/ | 90.70K | Jun 30, 26 | +341 | 0.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 89.89K | Jun 30, 26 | -1.46K | 0.11% |
| Sanctuary Advisors, LLC | 89.10K | Jun 30, 26 | +550 | 0.11% |
| BESSEMER GROUP INC | 86.77K | Jun 30, 26 | +83.40K | 0.11% |
| ALLSTREET CAPITAL ADVISORS LLC | 82.96K | Jun 30, 26 | +2.87K | 0.10% |
| Avid Wealth Partners LLC | 81.65K | Jun 30, 26 | -19.22K | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79.50K | Jun 30, 26 | +1.83K | 0.10% |
| James J. Burns & Company, LLC | 79.31K | Jun 30, 26 | -263 | 0.10% |
| AMARA FINANCIAL, LLC. | 79.30K | Jun 30, 26 | +6.79K | 0.10% |
| Crumly & Associates Inc. | 76.75K | Jun 30, 26 | +5.38K | 0.09% |
| HOWE & RUSLING INC | 76.61K | Jun 30, 26 | +8.24K | 0.09% |
| Gateway Wealth Partners, LLC | 76.47K | Jun 30, 26 | -4.47K | 0.09% |
| Janney Montgomery Scott LLC | 73.56K | Jun 30, 26 | -1.95K | 0.09% |
| Quadcap Wealth Management, LLC | 72.21K | Jun 30, 26 | +5.18K | 0.09% |
| Modera Wealth Management, LLC | 72.07K | Jun 30, 26 | -2.70K | 0.09% |
| D.A. DAVIDSON & CO. | 71.94K | Jun 30, 26 | -47.54K | 0.09% |
| Capital Planning LLC | 70.53K | Jun 30, 26 | -528 | 0.09% |
| Wealthfront Advisers LLC | 69.99K | Jun 30, 26 | +801 | 0.09% |
| PFG Private Wealth Management, LLC | 65.98K | Jun 30, 26 | -8.63K | 0.08% |
| Mayfair Advisory Group, LLC | 65.27K | Jun 30, 26 | +4.91K | 0.08% |
| WealthShield Partners, LLC | 65.25K | Jun 30, 26 | -5.57K | 0.08% |
| Gladwyn Financial Advisors, Inc. | 60.98K | Jun 30, 26 | +2.56K | 0.07% |
| GOLDMAN SACHS GROUP INC | 60.98K | Jun 30, 26 | -11.09K | 0.07% |
| Fingerlakes Wealth Management, Inc. | 60.93K | Jun 30, 26 | +5.20K | 0.07% |
| CAPTRUST FINANCIAL ADVISORS | 59.78K | Jun 30, 26 | -1.34K | 0.07% |
| MARSHALL WACE, LLP | 58.93K | Jun 30, 26 | +58.93K | 0.07% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 57.12K | Jun 30, 26 | +9.39K | 0.07% |
| Compass Planning Associates Inc | 55.58K | Jun 30, 26 | +11.49K | 0.07% |
| Colorado Capital Management, Inc. | 54.39K | Jun 30, 26 | +4.49K | 0.07% |
| DAYMARK WEALTH PARTNERS, LLC | 51.31K | Jun 30, 26 | +51.31K | 0.06% |
| Fiduciary Alliance LLC | 50.10K | Jun 30, 26 | -588 | 0.06% |
| FIFTH THIRD BANCORP | 48.60K | Jun 30, 26 | -625 | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 48.08K | Jun 30, 26 | +37.69K | 0.06% |
| WAYSTONE ADVISORS LLC | 42.78K | Jun 30, 26 | +2.66K | 0.05% |
| TFB Advisors LLC | 42.17K | Jun 30, 26 | -243 | 0.05% |
| Veridan Wealth LLC | 42.14K | Jun 30, 26 | -554 | 0.05% |
| PLANNING DIRECTIONS INC | 41.64K | Jun 30, 26 | -2.74K | 0.05% |
| Atria Investments, Inc | 40.73K | Jun 30, 26 | +784 | 0.05% |
| Resolute Advisors LLC | 40.46K | Jun 30, 26 | +151 | 0.05% |
| Hidden Cove Wealth Management, LLC | 39.80K | Jun 30, 26 | +11.43K | 0.05% |
| CENTAURUS FINANCIAL, INC. | 39.54K | Jun 30, 26 | +911 | 0.05% |
| Texas Capital Bank Wealth Management Services Inc | 39.25K | Jun 30, 26 | -1.58K | 0.05% |
| Center For Asset Management LLC | 37.81K | Jun 30, 26 | +721 | 0.05% |
| Cornerstone Financial Management LLC | 37.58K | Jun 30, 26 | +481 | 0.05% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36.17K | Jun 30, 26 | -115 | 0.04% |
| CALTON & ASSOCIATES, INC. | 36.08K | Jun 30, 26 | +1.86K | 0.04% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 35.62K | Jun 30, 26 | -7.87K | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 35.59K | Jun 30, 26 | +3.16K | 0.04% |
| Diversify Advisory Services, LLC | 35.59K | Jun 30, 26 | +35.59K | 0.04% |
| Royal Fund Management, LLC | 35.09K | Jun 30, 26 | +35.09K | 0.04% |
| WESTWOOD HOLDINGS GROUP INC | 34.91K | Jun 30, 26 | -1.75K | 0.04% |
| Avant Capital LLC | 34.28K | Jun 30, 26 | -613 | 0.04% |
| Milestone Asset Management Group, LLC | 34.13K | Jun 30, 26 | +935 | 0.04% |
| Principle Wealth Partners LLC | 32.92K | Jun 30, 26 | -175 | 0.04% |
| Entelevest, LLC | 32.66K | Jun 30, 26 | +1.49K | 0.04% |
| TCG Advisory Services, LLC | 32.00K | Jun 30, 26 | -21 | 0.04% |
| Mariner, LLC | 31.70K | Jun 30, 26 | -10.15K | 0.04% |
| Mutual Advisors, LLC | 31.52K | Jun 30, 26 | -2.44K | 0.04% |
| WNY Asset Management, LLC | 31.19K | Jun 30, 26 | +1.42K | 0.04% |
| WPG Advisers, LLC | 30.55K | Jun 30, 26 | +939 | 0.04% |
| FMR LLC | 30.29K | Jun 30, 26 | -764 | 0.04% |
| WESBANCO BANK INC | 29.77K | Jun 30, 26 | -1.60K | 0.04% |
| MGO ONE SEVEN LLC | 29.75K | Jun 30, 26 | -2.43K | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 29.65K | Jun 30, 26 | -243 | 0.04% |
| Trademark Financial Management, LLC | 29.37K | Jun 30, 26 | -6.03K | 0.04% |
| Concurrent Investment Advisors, LLC | 29.02K | Jun 30, 26 | -126 | 0.04% |
| Richard P Slaughter Associates Inc | 28.85K | Jun 30, 26 | +2.36K | 0.04% |
| Boyd Wealth Management, LLC | 28.52K | Jun 30, 26 | -55 | 0.03% |
| ENCOMPASS WEALTH ADVISORS, LLC | 28.23K | Jun 30, 26 | +275 | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 28.07K | Jun 30, 26 | +2.20K | 0.03% |
| CVA Family Office, LLC | 27.96K | Jun 30, 26 | -133 | 0.03% |
| Checchi Capital Advisers, LLC | 27.85K | Jun 30, 26 | -202 | 0.03% |
| Summit Trail Advisors, LLC | 27.18K | Jun 30, 26 | -- | 0.03% |
| Evergreen Wealth Solutions, LLC | 27.17K | Jun 30, 26 | -303 | 0.03% |
| Pinnacle Bancorp, Inc. | 26.77K | Jun 30, 26 | -- | 0.03% |
| EverSource Wealth Advisors, LLC | 26.74K | Jun 30, 26 | -22.83K | 0.03% |
| Ameritas Advisory Services, LLC | 26.57K | Jun 30, 26 | -61.52K | 0.03% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 25.51K | Jun 30, 26 | +1.07K | 0.03% |
| BSW Wealth Partners | 25.46K | Jun 30, 26 | -8.83K | 0.03% |
| Tradition Wealth Management, LLC | 25.35K | Jun 30, 26 | +212 | 0.03% |
| Gotham Asset Management, LLC | 25.18K | Jun 30, 26 | +13.63K | 0.03% |
| Equitable Holdings, Inc. | 24.95K | Jun 30, 26 | -1.57K | 0.03% |
| Breakwater Investment Management | 24.60K | Jun 30, 26 | -5.55K | 0.03% |
| Macro Advisors, Inc. | 24.56K | Jun 30, 26 | -- | 0.03% |
| Lido Advisors, LLC | 24.28K | Jun 30, 26 | -2.72K | 0.03% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 24.26K | Jun 30, 26 | -571 | 0.03% |
| Zhang Financial LLC | 24.22K | Jun 30, 26 | +9.02K | 0.03% |
| VANGUARD ADVISERS INC | 24.09K | Jun 30, 26 | -823 | 0.03% |
| Waterloo Capital, L.P. | 24.00K | Jun 30, 26 | +273 | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 23.70K | Jun 30, 26 | -1.10K | 0.03% |
| Stirlingshire Investments, Inc. | 23.45K | Jun 30, 26 | +159 | 0.03% |
| Glass Jacobson Investment Advisors llc | 23.40K | Jun 30, 26 | -453 | 0.03% |
| MAI Capital Management | 23.19K | Jun 30, 26 | -1.44K | 0.03% |
| Wealthspire Advisors, LLC | 23.19K | Jun 30, 26 | -10.30K | 0.03% |
| HighPoint Advisor Group LLC | 23.16K | Jun 30, 26 | +2.16K | 0.03% |
| Brinker Capital Investments, LLC | 23.14K | Jun 30, 26 | +1.68K | 0.03% |
| Cresta Advisors, Ltd. | 22.44K | Jun 30, 26 | -1.71K | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 22.39K | Jun 30, 26 | +2.58K | 0.03% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 22.13K | Jun 30, 26 | -26 | 0.03% |
| TRUIST FINANCIAL CORP | 21.76K | Jun 30, 26 | +780 | 0.03% |
| Ifrah Financial Services, Inc. | 21.69K | Jun 30, 26 | -129 | 0.03% |
| Olistico Wealth, LLC | 21.66K | Jun 30, 26 | +1.48K | 0.03% |
| Arkadios Wealth Advisors | 21.53K | Jun 30, 26 | -5.01K | 0.03% |
| MATHER GROUP, LLC. | 21.49K | Jun 30, 26 | +1.22K | 0.03% |
| Quantinno Capital Management LP | 21.09K | Jun 30, 26 | +2.07K | 0.03% |
| Argent Trust Co | 20.18K | Jun 30, 26 | +1.10K | 0.02% |
| DAVENPORT & Co LLC | 19.71K | Jun 30, 26 | +19.71K | 0.02% |
| CIBC Bancorp USA Inc. | 19.71K | Jun 30, 26 | +6.39K | 0.02% |
| Maridea Wealth Management LLC | 19.66K | Jun 30, 26 | +58 | 0.02% |
| ROBERTS GLORE & CO INC /IL/ | 18.88K | Jun 30, 26 | -22 | 0.02% |
| Strategic Financial Partners, Ltd. | 18.81K | Jun 30, 26 | -380 | 0.02% |
| FLORIDA FINANCIAL ADVISORS, LLC | 18.63K | Jun 30, 26 | -855 | 0.02% |
| CHOREO, LLC | 18.61K | Jun 30, 26 | -58 | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 18.42K | Jun 30, 26 | -48 | 0.02% |
| Grantvest Financial Group LLC | 18.32K | Jun 30, 26 | -78 | 0.02% |
| Ascent Group, LLC | 18.23K | Jun 30, 26 | -765 | 0.02% |
| FIRST NATIONAL BANK OF OMAHA | 17.52K | Jun 30, 26 | -257 | 0.02% |
| Allworth Financial LP | 17.42K | Jun 30, 26 | -232 | 0.02% |
| Wealthcare Capital Partners, LLC | 16.91K | Jun 30, 26 | -197 | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 16.79K | Jun 30, 26 | +16.79K | 0.02% |
| SAX WEALTH ADVISORS, LLC | 16.56K | Jun 30, 26 | -2 | 0.02% |
| PFG Advisors | 16.45K | Jun 30, 26 | +4.75K | 0.02% |
| Stonebridge Financial Planning Group, LLC | 16.42K | Jun 30, 26 | +441 | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 16.41K | Jun 30, 26 | +892 | 0.02% |
| Colony Group, LLC | 16.38K | Jun 30, 26 | -204 | 0.02% |
| Worth Asset Management, LLC | 16.32K | Jun 30, 26 | -5.17K | 0.02% |
| CreativeOne Wealth, LLC | 16.19K | Jun 30, 26 | -11.78K | 0.02% |
| Horizon Investment Services, LLC | 16.01K | Jun 30, 26 | +8 | 0.02% |
| CITADEL ADVISORS LLC | 15.72K | Jun 30, 26 | +15.72K | 0.02% |
| J.W. COLE ADVISORS, INC. | 15.65K | Jun 30, 26 | +15.65K | 0.02% |
| SIMON QUICK ADVISORS, LLC | 15.48K | Jun 30, 26 | +6 | 0.02% |
| BANK OF HAWAII | 15.35K | Jun 30, 26 | -992 | 0.02% |
| WT Wealth Management | 15.24K | Jun 30, 26 | +4.57K | 0.02% |
| Snowden Capital Advisors LLC | 15.13K | Jun 30, 26 | -60 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.97K | Jun 30, 26 | -2.29K | 0.02% |
| HILLTOP WEALTH ADVISORS, LLC | 14.89K | Jun 30, 26 | -- | 0.02% |
| Focus Financial Network, Inc. | 14.59K | Jun 30, 26 | +8.70K | 0.02% |
| FLAGSHIP WEALTH ADVISORS, LLC | 14.43K | Jun 30, 26 | +6.54K | 0.02% |
| BLAIR WILLIAM & CO/IL | 14.39K | Jun 30, 26 | -4.59K | 0.02% |
| HAZLETT, BURT & WATSON, INC. | 14.34K | Jun 30, 26 | -219 | 0.02% |
| Revisor Wealth Management LLC | 14.10K | Jun 30, 26 | -16 | 0.02% |
| BANK OF MONTREAL /CAN/ | 13.94K | Jun 30, 26 | +2.75K | 0.02% |
| EP Wealth Advisors, LLC | 13.93K | Jun 30, 26 | -92 | 0.02% |
| OneAscent Wealth Management LLC | 13.77K | Jun 30, 26 | -1.79K | 0.02% |
| Finward Bancorp | 13.55K | Jun 30, 26 | +141 | 0.02% |
| VSM Wealth Advisory, LLC | 13.54K | Jun 30, 26 | +812 | 0.02% |
| Farther Finance Advisors, LLC | 12.88K | Jun 30, 26 | +8.03K | 0.02% |
| Merited Wealth, LLC | 12.82K | Jun 30, 26 | -789 | 0.02% |
| DMKC Advisory Services, LLC | 12.45K | Jun 30, 26 | -- | 0.02% |
| IFG Advisory, LLC | 12.31K | Jun 30, 26 | +11.80K | 0.02% |
| NORTHERN TRUST CORP | 11.78K | Jun 30, 26 | -- | 0.01% |
| Harpswell Capital Advisors, LLC | 11.68K | Jun 30, 26 | +1.07K | 0.01% |
| CI Private Wealth, LLC | 11.59K | Jun 30, 26 | -1.76K | 0.01% |
| M&T BANK CORP | 11.48K | Jun 30, 26 | +3.78K | 0.01% |
| CoreCap Advisors, LLC | 11.37K | Jun 30, 26 | +1.00K | 0.01% |
| Procyon Advisors, LLC | 11.17K | Jun 30, 26 | -176 | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11.01K | Jun 30, 26 | +49 | 0.01% |
| Causey Wealth LLC | 10.89K | Jun 30, 26 | -411 | 0.01% |
| NewEdge Advisors, LLC | 10.86K | Jun 30, 26 | +1.72K | 0.01% |
| Ballentine Partners, LLC | 10.70K | Jun 30, 26 | -- | 0.01% |
| Sowell Financial Services LLC | 10.69K | Jun 30, 26 | -1.67K | 0.01% |
| Summit Financial, LLC | 10.60K | Jun 30, 26 | +1.67K | 0.01% |
| Keeler THomas Management LLC | 10.33K | Jun 30, 26 | +10.33K | 0.01% |
| CFC Planning Co LLC | 10.02K | Jun 30, 26 | +770 | 0.01% |
| Adviser Investments LLC | 9.78K | Jun 30, 26 | +1 | 0.01% |
| Global Retirement Partners, LLC | 9.77K | Jun 30, 26 | +9.77K | 0.01% |
| REGIONS FINANCIAL CORP | 9.74K | Jun 30, 26 | -- | 0.01% |
| Petix & Botte Co | 9.70K | Jun 30, 26 | -- | 0.01% |
| Sigma Planning Corp | 9.69K | Jun 30, 26 | -172 | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 9.54K | Jun 30, 26 | -6 | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 9.20K | Jun 30, 26 | -4.40K | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 9.18K | Jun 30, 26 | -4.91K | 0.01% |
| High Net Worth Advisory Group LLC | 8.81K | Jun 30, 26 | -- | 0.01% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 8.67K | Jun 30, 26 | +29 | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 8.59K | Jun 30, 26 | +213 | 0.01% |
| Blackston Financial Advisory Group, LLC | 8.39K | Jun 30, 26 | +286 | 0.01% |
| Stonebridge Financial Group, LLC/CA | 8.14K | Jun 30, 26 | +8.14K | 0.01% |
| Oxinas Partners Wealth Management LLC | 8.11K | Jun 30, 26 | -29 | 0.01% |
| SCS Capital Management LLC | 8.04K | Jun 30, 26 | +36 | 0.01% |
| Pensionmark Financial Group, LLC | 7.93K | Jun 30, 26 | -25 | 0.01% |
| Keystone Financial Group | 7.80K | Jun 30, 26 | +1.29K | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.71K | Jun 30, 26 | +375 | 0.01% |
| HRT FINANCIAL LP | 7.61K | Jun 30, 26 | +5.78K | 0.01% |
| Americana Partners, LLC | 7.59K | Jun 30, 26 | -- | 0.01% |
| MONECO Advisors, LLC | 7.53K | Jun 30, 26 | -57 | 0.01% |
| Visionary Wealth Advisors | 7.53K | Jun 30, 26 | -87 | 0.01% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.46K | Jun 30, 26 | -4.89K | 0.01% |
| Clark Capital Management Group, Inc. | 7.40K | Jun 30, 26 | +1.92K | 0.01% |
| Brookstone Capital Management | 7.39K | Jun 30, 26 | -28.35K | 0.01% |
| Private Wealth Group, LLC | 7.35K | Jun 30, 26 | -- | 0.01% |
| Koshinski Asset Management, Inc. | 7.25K | Jun 30, 26 | +4 | 0.01% |
| RASP WEALTH SOLUTIONS, LLC | 7.13K | Jun 30, 26 | +7.13K | 0.01% |
| Crane Advisory, LLC | 7.13K | Jun 30, 26 | -- | 0.01% |
| RICHARDSON FINANCIAL SERVICES INC. | 7.12K | Jun 30, 26 | +2.49K | 0.01% |
| Crescent Grove Advisors, LLC | 7.06K | Jun 30, 26 | -- | 0.01% |
| Rehmann Capital Advisory Group | 7.03K | Jun 30, 26 | -386 | 0.01% |
| ARCADIA INVESTMENT ADVISORS LLC | 6.96K | Jun 30, 26 | -217 | 0.01% |
| Gladstone Institutional Advisory LLC | 6.81K | Jun 30, 26 | +1.09K | 0.01% |
| Meridian Wealth Management, LLC | 6.81K | Jun 30, 26 | +471 | 0.01% |
| OLD NATIONAL BANCORP /IN/ | 6.79K | Jun 30, 26 | -- | 0.01% |
| Hudock, Inc. | 6.78K | Jun 30, 26 | -201 | 0.01% |
| GreatBanc Trust CO | 6.76K | Jun 30, 26 | +1.09K | 0.01% |
| Legacy Wealth Managment, LLC/ID | 6.75K | Jun 30, 26 | +5 | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 6.67K | Jun 30, 26 | +393 | 0.01% |
| StoneX Group Inc. | 6.50K | Jun 30, 26 | +3 | 0.01% |
| First National Advisers, LLC | 6.46K | Jun 30, 26 | -- | 0.01% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 6.40K | Jun 30, 26 | -344 | 0.01% |
| FOCUSED ALPHA, LLC | 6.33K | Jun 30, 26 | +6.33K | 0.01% |
| Cornerstone Financial Group, LLC /NE/ | 6.29K | Jun 30, 26 | -156 | 0.01% |
| Cassaday & Co Wealth Management LLC | 6.19K | Jun 30, 26 | -780 | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 6.10K | Jun 30, 26 | +27 | 0.01% |
| Simplicity Wealth,LLC | 6.08K | Jun 30, 26 | -350 | 0.01% |
| AE Wealth Management LLC | 6.05K | Jun 30, 26 | +327 | 0.01% |
| Advisory Services Network, LLC | 6.05K | Jun 30, 26 | +2.28K | 0.01% |
| Hilltop Holdings Inc. | 6.04K | Jun 30, 26 | -28 | 0.01% |
| Continuum Advisory, LLC | 6.00K | Jun 30, 26 | +546 | 0.01% |
| Cyndeo Wealth Partners, LLC | 5.90K | Jun 30, 26 | -26 | 0.01% |
| Synergy Investment Management, LLC | 5.85K | Jun 30, 26 | +300 | 0.01% |
| SENTINEL PENSION ADVISORS INC | 5.78K | Jun 30, 26 | +1.52K | 0.01% |
| Western Wealth Management, LLC | 5.76K | Jun 30, 26 | +49 | 0.01% |
| IFP Advisors, Inc | 5.72K | Jun 30, 26 | -1.22K | 0.01% |
| VICUS CAPITAL | 5.50K | Jun 30, 26 | +18 | 0.01% |
| Creekside Partners | 5.42K | Jun 30, 26 | -128 | 0.01% |
| Wharton Business Group, LLC | 5.41K | Jun 30, 26 | -- | 0.01% |
| New England Private Wealth Advisors LLC | 5.35K | Jun 30, 26 | +24 | 0.01% |
| MidAtlantic Capital Management, Inc. | 5.34K | Jun 30, 26 | -- | 0.01% |
| O'ROURKE & COMPANY, Inc | 5.28K | Jun 30, 26 | -43 | 0.01% |
| TRB Wealth Management, LLC | 5.25K | Jun 30, 26 | -103 | 0.01% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 5.23K | Jun 30, 26 | -475 | 0.01% |
| MAINSAIL ASSET MANAGEMENT, LLC | 5.21K | Jun 30, 26 | -- | 0.01% |
| LANDAAS & CO /WI /ADV | 5.19K | Jun 30, 26 | -- | 0.01% |
| Accurate Wealth Management, LLC | 5.18K | Jun 30, 26 | +309 | 0.01% |
| Raab & Moskowitz Asset Management LLC | 5.17K | Jun 30, 26 | -435 | 0.01% |
| Rossmore Private Capital | 5.16K | Jun 30, 26 | -- | 0.01% |
| Bright Futures Wealth Management, LLC. | 5.12K | Jun 30, 26 | +499 | 0.01% |
| Venture Visionary Partners LLC | 5.08K | Jun 30, 26 | +283 | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | 5.06K | Jun 30, 26 | +2 | 0.01% |
| Stratos Wealth Partners, LTD. | 4.90K | Jun 30, 26 | +857 | 0.01% |
| BRIGHTON JONES LLC | 4.90K | Jun 30, 26 | +192 | 0.01% |
| Wagner Wealth Management, LLC | 4.89K | Jun 30, 26 | -- | 0.01% |
| Collaborative Wealth Managment Inc. | 4.81K | Jun 30, 26 | -7 | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 4.80K | Jun 30, 26 | -- | 0.01% |
| Foundations Investment Advisors, LLC | 4.74K | Jun 30, 26 | +222 | 0.01% |
| Comprehensive Financial Planning, Inc./PA | 4.69K | Jun 30, 26 | +142 | 0.01% |
| Steward Partners Investment Advisory, LLC | 4.68K | Jun 30, 26 | +81 | 0.01% |
| VestGen Advisors, LLC | 4.66K | Jun 30, 26 | +4.66K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.61K | Jun 30, 26 | +277 | 0.01% |
| Pinion Investment Advisors, LLC | 4.60K | Jun 30, 26 | +353 | 0.01% |
| Russell Investments Group, Ltd. | 4.54K | Jun 30, 26 | +108 | 0.01% |
| Marin Bay Wealth Advisors, LLC | 4.51K | Jun 30, 26 | +10 | 0.01% |
| AlphaCore Capital LLC | 4.45K | Jun 30, 26 | +19 | 0.01% |
| Optivise Advisory Services LLC | 4.43K | Jun 30, 26 | -- | 0.01% |
| Gallacher Capital Management LLC | 4.43K | Jun 30, 26 | +158 | 0.01% |
| Independent Wealth Advisors LLC | 4.37K | Jun 30, 26 | -499 | 0.01% |
| Strategic Investment Solutions, Inc. /IL | 4.25K | Jun 30, 26 | -466 | 0.01% |
| Capital Investment Advisory Services, LLC | 4.25K | Jun 30, 26 | +113 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.22K | Jun 30, 26 | -2.83K | 0.01% |
| Savvy Advisors, Inc. | 4.16K | Jun 30, 26 | +242 | 0.01% |
| Kovack Advisors, Inc. | 4.14K | Jun 30, 26 | +1.52K | 0.01% |
| Genesis Financial Group, LLC | 4.13K | Jun 30, 26 | -- | 0.01% |
| Turtle Creek Wealth Advisors, LLC | 4.07K | Jun 30, 26 | -- | 0.00% |
| RFG Advisory, LLC | 4.06K | Jun 30, 26 | -1.23K | 0.00% |
| Noble Wealth Management PBC | 4.00K | Jun 30, 26 | -803 | 0.00% |
| Haverford Trust Co | 3.94K | Jun 30, 26 | -1.38K | 0.00% |
| ENTRUST FINANCIAL LLC | 3.94K | Jun 30, 26 | -22 | 0.00% |
| KICKSTAND VENTURES, LLC. | 3.94K | Jun 30, 26 | -118.14K | 0.00% |
| Sonoma Private Wealth LLC | 3.91K | Jun 30, 26 | -- | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 3.89K | Jun 30, 26 | -7.13K | 0.00% |
| Martel Wealth Advisors Inc | 3.87K | Jun 30, 26 | +18 | 0.00% |
| Bank of New York Mellon Corp | 3.85K | Jun 30, 26 | -54 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 3.85K | Jun 30, 26 | -4.50K | 0.00% |
| Bell Bank | 3.82K | Jun 30, 26 | -- | 0.00% |
| Investment Research & Advisory Group, Inc. | 3.81K | Jun 30, 26 | +5 | 0.00% |
| Csenge Advisory Group | 3.76K | Jun 30, 26 | -1.01K | 0.00% |
| Eagle Wealth Advisors LLC | 3.64K | Jun 30, 26 | -- | 0.00% |
| Goldstone Financial Group, LLC | 3.61K | Jun 30, 26 | -207 | 0.00% |
| WATERS PARKERSON & CO., LLC | 3.60K | Jun 30, 26 | +16 | 0.00% |
| OxenFree Capital LLC | 3.56K | Jun 30, 26 | +13 | 0.00% |
| WESTBOURNE INVESTMENTS, INC. | 3.56K | Jun 30, 26 | +100 | 0.00% |
| Triad Wealth Partners, LLC | 3.55K | Jun 30, 26 | +3.55K | 0.00% |
| Pillar Financial Advisors, LLC | 3.51K | Jun 30, 26 | -- | 0.00% |
| Bay Capital Advisors, LLC | 3.50K | Jun 30, 26 | -- | 0.00% |
| PRINCIPAL SECURITIES, INC. | 3.44K | Jun 30, 26 | +287 | 0.00% |
| VisionPoint Advisory Group, LLC | 3.37K | Jun 30, 26 | -125 | 0.00% |
| Duncan Williams Asset Management, LLC | 3.35K | Jun 30, 26 | -- | 0.00% |
| Fusion Family Wealth LLC | 3.29K | Jun 30, 26 | -- | 0.00% |
| MONOGRAPH WEALTH ADVISORS, LLC | 3.26K | Jun 30, 26 | -- | 0.00% |
| BCO Wealth Management LLC | 3.24K | Jun 30, 26 | -- | 0.00% |
| Avalon Trust Co | 3.23K | Jun 30, 26 | -- | 0.00% |
| Interchange Capital Partners, LLC | 3.21K | Jun 30, 26 | -1.27K | 0.00% |
| LWM ADVISORS INC | 3.18K | Jun 30, 26 | -146 | 0.00% |
| NewEdge Wealth, LLC | 3.16K | Jun 30, 26 | +11 | 0.00% |
| Nuveen, LLC | 3.15K | Jun 30, 26 | +3.15K | 0.00% |
| Nemes Rush Group LLC | 3.13K | Jun 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | 2.98K | Jun 30, 26 | -4.88K | 0.00% |
| XTX Topco Ltd | 2.93K | Jun 30, 26 | +2.93K | 0.00% |
| Essex Financial Services, Inc. | 2.89K | Jun 30, 26 | +136 | 0.00% |
| RETIREMENT INCOME SOLUTIONS, INC | 2.87K | Jun 30, 26 | -- | 0.00% |
| Garden State Investment Advisory Services LLC | 2.86K | Jun 30, 26 | +277 | 0.00% |
| Solutions 4 Wealth, Ltd | 2.86K | Jun 30, 26 | -131 | 0.00% |
| Prestige Wealth Management Group LLC | 2.82K | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 2.82K | Jun 30, 26 | -34 | 0.00% |
| Berger Financial Group, Inc | 2.76K | Jun 30, 26 | -10 | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 2.75K | Jun 30, 26 | -- | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 2.74K | Jun 30, 26 | +2.74K | 0.00% |
| Jefferies Financial Group Inc. | 2.72K | Jun 30, 26 | +12 | 0.00% |
| PARK AVENUE SECURITIES LLC | 2.71K | Jun 30, 26 | +180 | 0.00% |
| Financial Alternatives, Inc | 2.71K | Jun 30, 26 | +3 | 0.00% |
| Robertson Stephens Wealth Management, LLC | 2.68K | Jun 30, 26 | +2.68K | 0.00% |
| OneAscent Family Office, LLC | 2.64K | Jun 30, 26 | +2 | 0.00% |
| Rossby Financial, LCC | 2.63K | Jun 30, 26 | +83 | 0.00% |
| Welch Group, LLC | 2.62K | Jun 30, 26 | -197 | 0.00% |
| ENDEAVOR PRIVATE WEALTH, INC. | 2.56K | Jun 30, 26 | -300 | 0.00% |
| Ausdal Financial Partners, Inc. | 2.55K | Jun 30, 26 | +294 | 0.00% |
| Valmark Advisers, Inc. | 2.55K | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 2.54K | Jun 30, 26 | -34 | 0.00% |
| Dana Investment Advisors, Inc. | 2.54K | Jun 30, 26 | +124 | 0.00% |
| Fort Sheridan Advisors LLC | 2.51K | Jun 30, 26 | -612 | 0.00% |
| Apeiron RIA LLC | 2.50K | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 2.48K | Jun 30, 26 | -- | 0.00% |
| SPINNAKER TRUST | 2.46K | Jun 30, 26 | -7 | 0.00% |
| Sterling Investment Counsel, LLC | 2.46K | Jun 30, 26 | -98 | 0.00% |
| AA Financial Advisors, LLC | 2.44K | Jun 30, 26 | -- | 0.00% |
| Virtu Financial LLC | 2.43K | Jun 30, 26 | -3.39K | 0.00% |
| Nicholas Hoffman & Company, LLC. | 2.38K | Jun 30, 26 | -- | 0.00% |
| PRIMORIS WEALTH ADVISORS, LLC | 2.35K | Jun 30, 26 | +582 | 0.00% |
| Betterment LLC | 2.34K | Jun 30, 26 | +217 | 0.00% |
| PRIVATE TRUST CO NA | 2.33K | Jun 30, 26 | +665 | 0.00% |
| Cloud Capital Management, LLC | 2.32K | Jun 30, 26 | -- | 0.00% |
| Global Trust Asset Management, LLC | 2.29K | Jun 30, 26 | +320 | 0.00% |
| Aptus Capital Advisors, LLC | 2.29K | Jun 30, 26 | -172 | 0.00% |
| WESTCO ADVISORY SERVICES INC /ADV | 2.28K | Jun 30, 26 | -10 | 0.00% |
| CVFG LLC | 2.23K | Jun 30, 26 | -- | 0.00% |
| SUMMITRY LLC | 2.23K | Jun 30, 26 | +2.23K | 0.00% |
| Strategic Financial Concepts, LLC | 2.21K | Jun 30, 26 | +204 | 0.00% |
| Integrated Wealth Concepts LLC | 2.21K | Jun 30, 26 | -10.75K | 0.00% |
| Concorde Asset Management, LLC | 2.19K | Jun 30, 26 | +9 | 0.00% |
| LRI Investments, LLC | 2.16K | Jun 30, 26 | -- | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.15K | Jun 30, 26 | +294 | 0.00% |
| Main Street Financial Solutions, LLC | 2.15K | Jun 30, 26 | -804 | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | 2.14K | Jun 30, 26 | +2.14K | 0.00% |
| Verdence Capital Advisors LLC | 2.11K | Jun 30, 26 | -183 | 0.00% |
| M3 Advisory Group, LLC | 2.11K | Jun 30, 26 | +1 | 0.00% |
| McClarren Financial Advisors, Inc. | 2.11K | Jun 30, 26 | +7 | 0.00% |
| LAZARI CAPITAL MANAGEMENT, INC. | 2.10K | Jun 30, 26 | -- | 0.00% |
| AMG National Trust Bank | 2.10K | Jun 30, 26 | -190 | 0.00% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 2.10K | Jun 30, 26 | -- | 0.00% |
| Aspire Growth Partners LLC | 2.08K | Jun 30, 26 | +9 | 0.00% |
| LOCKERMAN FINANCIAL GROUP, INC. | 2.07K | Jun 30, 26 | +1 | 0.00% |
| Pinnacle Financial Partners, Inc. | 2.04K | Jun 30, 26 | +32 | 0.00% |
| Stonebridge Financial Group, LLC | 2.02K | Jun 30, 26 | +261 | 0.00% |
| TRITONPOINT WEALTH, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| RVW Wealth, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| TritonPoint Partners, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| Retireful, LLC | 1.99K | Jun 30, 26 | +1.99K | 0.00% |
| BROWN WEALTH MANAGEMENT, LLC | 1.99K | Jun 30, 26 | +21 | 0.00% |
| Strategic Blueprint, LLC | 1.98K | Jun 30, 26 | -580 | 0.00% |
| Certified Advisory Corp | 1.95K | Jun 30, 26 | -147 | 0.00% |
| Vanguard National Trust Co | 1.92K | Jun 30, 26 | -- | 0.00% |
| Vestmark Advisory Solutions, Inc. | 1.91K | Jun 30, 26 | +3 | 0.00% |
| Buckingham Strategic Partners | 1.90K | Jun 30, 26 | -- | 0.00% |
| Signal Advisors Wealth, LLC | 1.90K | Jun 30, 26 | +1.90K | 0.00% |
| Vise Technologies, Inc. | 1.90K | Jun 30, 26 | +1.90K | 0.00% |
| PFG Investments, LLC | 1.90K | Jun 30, 26 | +252 | 0.00% |
| WEDBUSH SECURITIES INC | 1.86K | Jun 30, 26 | -- | 0.00% |
| IEQ CAPITAL, LLC | 1.85K | Jun 30, 26 | +1.85K | 0.00% |
| Darrow Company, Inc. | 1.85K | Jun 30, 26 | +6 | 0.00% |
| One Capital Management, LLC | 1.80K | Jun 30, 26 | -- | 0.00% |
| Dakota Wealth Management | 1.78K | Jun 30, 26 | +1.78K | 0.00% |
| Sageworth Trust Co | 1.75K | Jun 30, 26 | -- | 0.00% |
| NWF Advisory Services Inc. | 1.75K | Jun 30, 26 | +166 | 0.00% |
| Clarity Financial LLC | 1.75K | Jun 30, 26 | -- | 0.00% |
| Kingsman Wealth Management, Inc. | 1.74K | Jun 30, 26 | +7 | 0.00% |
| Rodgers & Associates, LTD | 1.72K | Jun 30, 26 | -30 | 0.00% |
| Sachetta, LLC | 1.68K | Jun 30, 26 | -86 | 0.00% |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 1.66K | Jun 30, 26 | +1.66K | 0.00% |
| Clear Creek Financial Management, LLC | 1.62K | Jun 30, 26 | -- | 0.00% |
| PACIFIC SUN FINANCIAL CORP | 1.62K | Jun 30, 26 | -- | 0.00% |
| Capital Management Associates, Inc | 1.61K | Jun 30, 26 | -- | 0.00% |
| 49 WEALTH MANAGEMENT, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| ALONGSIDE, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Resurgent Financial Advisors LLC | 1.59K | Jun 30, 26 | +200 | 0.00% |
| BRYN MAWR TRUST Co | 1.57K | Jun 30, 26 | -- | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 1.57K | Jun 30, 26 | +1.57K | 0.00% |
| Addison Advisors LLC | 1.56K | Jun 30, 26 | -4.01K | 0.00% |
| MANCHESTER FINANCIAL INC | 1.56K | Jun 30, 26 | -- | 0.00% |
| Stratos Wealth Advisors, LLC | 1.54K | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 1.54K | Jun 30, 26 | +221 | 0.00% |
| SBI Securities Co., Ltd. | 1.54K | Jun 30, 26 | +35 | 0.00% |
| Apollon Financial, LLC | 1.52K | Jun 30, 26 | +1.52K | 0.00% |
| VeraBank, N.A. | 1.52K | Jun 30, 26 | -248 | 0.00% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 1.51K | Jun 30, 26 | +100 | 0.00% |
| Investment Insight Wealth Management, LLC | 1.50K | Jun 30, 26 | +1.50K | 0.00% |
| Perigon Wealth Management, LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| JACKSON SQUARE CAPITAL, LLC | 1.47K | Jun 30, 26 | -- | 0.00% |
| Fifth Third Wealth Advisors LLC | 1.46K | Jun 30, 26 | -- | 0.00% |
| BENJAMIN EDWARDS INC | 1.46K | Jun 30, 26 | -- | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.45K | Jun 30, 26 | +1.45K | 0.00% |
| SC&H Financial Advisors, Inc. | 1.45K | Jun 30, 26 | -- | 0.00% |
| Belpointe Asset Management LLC | 1.44K | Jun 30, 26 | +1.44K | 0.00% |
| Geneos Wealth Management Inc. | 1.44K | Jun 30, 26 | -288 | 0.00% |
| Morton Capital Management LLC/CA | 1.43K | Jun 30, 26 | +1.43K | 0.00% |
| Cornerstone Management, Inc. | 1.43K | Jun 30, 26 | -165 | 0.00% |
| UNIVEST FINANCIAL Corp | 1.40K | Jun 30, 26 | -- | 0.00% |
| Modern Wealth Management, LLC | 1.40K | Jun 30, 26 | +1.40K | 0.00% |
| HEFFERNAN ADVISORY, INC | 1.40K | Jun 30, 26 | +7 | 0.00% |
| Sollinda Capital Management LLC | 1.39K | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 1.39K | Jun 30, 26 | -- | 0.00% |
| Beaumont Financial Advisors, LLC | 1.38K | Jun 30, 26 | +2 | 0.00% |
| Three Bearings Fiduciary Advisors, Inc. | 1.38K | Jun 30, 26 | +194 | 0.00% |
| Ethic Inc. | 1.38K | Jun 30, 26 | +1.38K | 0.00% |
| Peak Retirement Planning, Inc. | 1.36K | Jun 30, 26 | +1.36K | 0.00% |
| Per Stirling Capital Management, LLC. | 1.35K | Jun 30, 26 | +1.35K | 0.00% |
| Institute for Wealth Management, LLC. | 1.33K | Jun 30, 26 | +1.33K | 0.00% |
| Keystone Wealth Services, LLC | 1.31K | Jun 30, 26 | +1.31K | 0.00% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 1.30K | Jun 30, 26 | -- | 0.00% |
| Lake Hills Wealth Management, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| Plus Group Wealth Advisors LLC | 1.28K | Jun 30, 26 | +1.28K | 0.00% |
| BlackRock, Inc. | 1.27K | Jun 30, 26 | -167 | 0.00% |
| United Advisor Group, LLC | 1.26K | Jun 30, 26 | +1.26K | 0.00% |
| Prospera Capital Management, LLC | 1.26K | Jun 30, 26 | +1.26K | 0.00% |
| Provenance Wealth Advisors, LLC | 1.26K | Jun 30, 26 | -- | 0.00% |
| Joel Isaacson & Co., LLC | 1.26K | Jun 30, 26 | +1.26K | 0.00% |
| Disciplined Investors, L.L.C. | 1.26K | Jun 30, 26 | +1.26K | 0.00% |
| Equity Wealth Partners, LLC | 1.25K | Jun 30, 26 | +1.25K | 0.00% |
| Advisors Capital Management, LLC | 1.24K | Jun 30, 26 | +1.24K | 0.00% |
| IHT Wealth Management, LLC | 1.23K | Jun 30, 26 | -704 | 0.00% |
| Integrity Advisory Solutions, LLC | 1.23K | Jun 30, 26 | +1.23K | 0.00% |
| Kelman-Lazarov, Inc. | 1.22K | Jun 30, 26 | +1.22K | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.13K | Jun 30, 26 | -115 | 0.00% |
| Regatta Research & Money Management | 1.13K | Jun 30, 26 | +1.13K | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.07K | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1.04K | Jun 30, 26 | +1.04K | 0.00% |
| Capital Analysts, LLC | 979 | Jun 30, 26 | -- | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 928 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 882 | Jun 30, 26 | -59 | 0.00% |
| DT Investment Partners, LLC | 860 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 848 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 822 | Jun 30, 26 | -9 | 0.00% |
| Larson Financial Group LLC | 800 | Jun 30, 26 | +359 | 0.00% |
| HUNTINGTON NATIONAL BANK | 800 | Jun 30, 26 | -- | 0.00% |
| Financial Gravity Companies, Inc. | 710 | Jun 30, 26 | +710 | 0.00% |
| First Command Advisory Services, Inc. | 706 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 667 | Jun 30, 26 | -- | 0.00% |
| Alpine Bank Wealth Management | 600 | Jun 30, 26 | +600 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 571 | Jun 30, 26 | +571 | 0.00% |
| Pflug Koory, LLC | 547 | Jun 30, 26 | +1 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 520 | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 485 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 485 | Jun 30, 26 | -- | 0.00% |
| SouthState Corp | 480 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 453 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 448 | Jun 30, 26 | -- | 0.00% |
| Wellington Grp LLC | 442 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 441 | Jun 30, 26 | +137 | 0.00% |
| Tanglewood Legacy Advisors, LLC | 433 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 406 | Jun 30, 26 | +2 | 0.00% |
| Tower View Investment Management & Research LLC | 400 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 400 | Jun 30, 26 | -- | 0.00% |
| RICHARDS, MERRILL & PETERSON, INC. | 375 | Jun 30, 26 | -- | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 355 | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 335 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 328 | Jun 30, 26 | +328 | 0.00% |
| Bay Harbor Wealth Management, LLC | 318 | Jun 30, 26 | +20 | 0.00% |
| Strive Financial Group ,LLC | 300 | Jun 30, 26 | -- | 0.00% |
| MTM Investment Management, LLC | 281 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | 277 | Jun 30, 26 | +1 | 0.00% |
| Key FInancial Inc | 275 | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 271 | Jun 30, 26 | -- | 0.00% |
| Clearstead Trust, LLC | 253 | Jun 30, 26 | -- | 0.00% |
| Robinswood Financial LLC | 253 | Jun 30, 26 | -- | 0.00% |
| Bare Financial Services, Inc | 252 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 233 | Jun 30, 26 | +64 | 0.00% |
| FIRST HORIZON CORP | 233 | Jun 30, 26 | -- | 0.00% |
| Dynamic Wealth Strategies, LLC | 229 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 224 | Jun 30, 26 | +1 | 0.00% |
| Kilter Group LLC | 221 | Jun 30, 26 | -- | 0.00% |
| ADIRONDACK TRUST CO | 210 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 202 | Jun 30, 26 | +202 | 0.00% |
| Newbridge Financial Services Group, Inc. | 186 | Jun 30, 26 | +48 | 0.00% |
| Kentucky Trust Co | 177 | Jun 30, 26 | +177 | 0.00% |
| Signature Resources Capital Management, LLC | 167 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 159 | Jun 30, 26 | -27 | 0.00% |
| ST GERMAIN D J CO INC | 157 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 152 | Jun 30, 26 | -- | 0.00% |
| Seneschal Advisors, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| GoalVest Advisory LLC | 146 | Jun 30, 26 | +146 | 0.00% |
| Costello Asset Management, INC | 141 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 141 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 136 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 128 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 117 | Jun 30, 26 | +1 | 0.00% |
| TD Waterhouse Canada Inc. | 113 | Jun 30, 26 | +5 | 0.00% |
| TSFG, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Basecamp Wealth Advisors LLC | 99 | Jun 30, 26 | -- | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 97 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 95 | Jun 30, 26 | +95 | 0.00% |
| HALLMARK CAPITAL MANAGEMENT INC | 87 | Jun 30, 26 | -- | 0.00% |
| ALLIANZ SE | 87 | Jun 30, 26 | -- | 0.00% |
| FIRST COMMUNITY TRUST NA | 80 | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 72 | Jun 30, 26 | -- | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 71 | Jun 30, 26 | -- | 0.00% |
| Financial Avengers, Inc. | 71 | Jun 30, 26 | -30 | 0.00% |
| Abound Wealth Management | 70 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 68 | Jun 30, 26 | +68 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 67 | Jun 30, 26 | -8 | 0.00% |
| Cranbrook Wealth Management, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 66 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 59 | Jun 30, 26 | -68 | 0.00% |
| TIAA Wealth Investment Management LLC | 57 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 55 | Jun 30, 26 | +1 | 0.00% |
| Fourth Dimension Wealth, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 49 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 40 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 38 | Jun 30, 26 | +38 | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 35 | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 31 | Jun 30, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 29 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 22 | Jun 30, 26 | +22 | 0.00% |
| EASTERN BANK | 17 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 17 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 14 | Jun 30, 26 | +14 | 0.00% |
| Tower Research Capital LLC (TRC) | 12 | Jun 30, 26 | +12 | 0.00% |
| PROATHLETE WEALTH MANAGEMENT LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 2 | Jun 30, 26 | -73 | 0.00% |
| QUATTRO FINANCIAL ADVISORS LLC | -- | Jun 30, 26 | -42.85K | -- |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -85 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -180 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -25 | -- |
| Aprio Wealth Management, LLC | -- | Jun 30, 26 | -2.22K | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -250 | -- |
| Hilton Head Capital Partners, LLC | -- | Jun 30, 26 | -18 | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -7.99K | -- |
| Matthew Goff Investment Advisor, LLC | -- | Jun 30, 26 | -11.02K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -22 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -6.16K | -- |
| Operose Advisors LLC | -- | Jun 30, 26 | -91 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -928 | -- |
| Strategic Wealth Advisors LLC | -- | Jun 30, 26 | -105 | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -86 | -- |
| FLAGSTAR ADVISORS INC. | -- | Jun 30, 26 | -1.45K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -676 | -- |
| Pacific Excel Wealth Advisors, Inc. | -- | Jun 30, 26 | -14.89K | -- |
| Plancorp, LLC | -- | Jun 30, 26 | -2.20K | -- |
| LifeWealth Investments, LLC | -- | Jun 30, 26 | -29.61K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -74 | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -930 | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -40 | -- |
| Antonelli Financial Advisors, LLC | -- | Jun 30, 26 | -2.09K | -- |
| Wells Financial Advisors INC | -- | Jun 30, 26 | -4.25K | -- |
| DOVER ADVISORS, LLC | -- | Jun 30, 26 | -1.68K | -- |
| FSC Wealth Advisors, LLC | -- | Jun 30, 26 | -2.86K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -5.52K | -- |
| RF&L WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -2.92K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -206 | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -71 | -- |
| Marmo Financial Group, LLC | 151.24K | Mar 31, 26 | +490 | 0.19% |
| Silicon Valley Capital Partners | 15.50K | Mar 31, 26 | -2.28K | 0.02% |
| CWM, LLC | 12.96K | Mar 31, 26 | -1.39K | 0.02% |
| U.S. Capital Wealth Advisors, LLC | 7.03K | Mar 31, 26 | +30 | 0.01% |
| Jaffetilchin Investment Partners, LLC | 1.90K | Mar 31, 26 | +1.90K | 0.00% |
| Skopos Labs, Inc. | 1.53K | Mar 31, 26 | +1.53K | 0.00% |
| Financial Gravity Asset Management, Inc. | 710 | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 148 | Mar 31, 26 | -- | 0.00% |
| Brown Financial Advisory | -- | Mar 31, 26 | -1.59K | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -118.72K | -- |
| COMERICA BANK | 48.68K | Dec 31, 25 | -606 | 0.06% |
| VANGUARD GROUP INC | 25.50K | Dec 31, 25 | -501 | 0.03% |
| Alpha Cubed Investments, LLC | 23.24K | Dec 31, 25 | -2.10K | 0.03% |
| Passumpsic Savings Bank | 13.03K | Dec 31, 25 | +13.03K | 0.02% |
| CIBC Private Wealth Group, LLC | 12.68K | Dec 31, 25 | +705 | 0.02% |
| Bowman & Co S.C. | 11.79K | Dec 31, 25 | +81 | 0.01% |
| Prosperity Wealth Management, Inc. | 2.27K | Dec 31, 25 | +119 | 0.00% |
| REDMONT WEALTH ADVISORS LLC | 297 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -573 | -- |
| COUNTRY CLUB BANK /GFN | 2.94K | Sep 30, 25 | -211 | 0.00% |
| Apexium Financial, LP | 1.61K | Sep 30, 25 | -- | 0.00% |
| Stonegate Investment Group, LLC | 1.60K | Sep 30, 25 | -- | 0.00% |
| WFA Asset Management Corp | 474 | Sep 30, 25 | +229 | 0.00% |
| Abich Financial Wealth Management LLC | 20 | Sep 30, 25 | +20 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 177.49K | Jun 30, 25 | -10.39K | 0.22% |
| Von Berge Wealth Management Group, LLC | 120.42K | Jun 30, 25 | +3.15K | 0.15% |
| Atria Wealth Solutions, Inc. | 105.69K | Jun 30, 25 | -15.97K | 0.13% |
| Congress Wealth Management LLC / DE / | 6.11K | Jun 30, 25 | -- | 0.01% |
| Better Money Decisions, LLC | 3.64K | Jun 30, 25 | +3.64K | 0.00% |
| Legacy Investment Solutions, LLC | 3.37K | Jun 30, 25 | +3.37K | 0.00% |
| PrairieView Partners, LLC | 2.59K | Jun 30, 25 | -- | 0.00% |
| First Horizon Advisors, Inc. | 610 | Jun 30, 25 | -- | 0.00% |
| Orion Portfolio Solutions, LLC | 9.90K | Mar 31, 25 | +3.13K | 0.01% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -7.28K | -- |
| Dechtman Wealth Management, LLC | 217.03K | Dec 31, 24 | +166.10K | 0.27% |
| Anchor Pointe Wealth Management, LLC | 38.50K | Dec 31, 24 | +38.50K | 0.05% |
| Gray Wealth Management Inc. | 29.78K | Dec 31, 24 | -506 | 0.04% |
| WMS Partners, LLC | 5.68K | Dec 31, 24 | -- | 0.01% |
| Cassady Schiller Wealth Management, LLC | 4.20K | Dec 31, 24 | -- | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | 290 | Dec 31, 24 | -212 | 0.00% |
| Kiely Wealth Advisory Group, Inc. | 88 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 524.03K | Sep 30, 24 | +17.21K | 0.64% |
| Raymond James Financial Services Advisors, Inc. | 141.69K | Sep 30, 24 | +11.57K | 0.17% |
| Brophy Wealth Management, LLC | 130.53K | Sep 30, 24 | +130.53K | 0.16% |
| 9258 Wealth Management, LLC | 99.32K | Sep 30, 24 | -236 | 0.12% |
| Annapolis Financial Services, LLC | 68.11K | Sep 30, 24 | +10.95K | 0.08% |
| CEDRUS LLC | 63.60K | Sep 30, 24 | +4.75K | 0.08% |
| RAYMOND JAMES TRUST N.A. | 8.51K | Sep 30, 24 | +584 | 0.01% |
| Naples Money Management LLC | 6.25K | Sep 30, 24 | -1 | 0.01% |
| Pegasus Partners Ltd. | 6.02K | Sep 30, 24 | -- | 0.01% |
| Kowal Investment Group, LLC | 1.85K | Sep 30, 24 | +14 | 0.00% |
| Aspire Wealth Management Corp | 1.18K | Sep 30, 24 | -- | 0.00% |
| First Personal Financial Services | 809 | Sep 30, 24 | -- | 0.00% |
| Planning Capital Management Corp | 666 | Sep 30, 24 | +666 | 0.00% |
| VitalStone Financial, LLC | 170 | Sep 30, 24 | -- | 0.00% |
| Greytown Advisors Inc. | 227.22K | Jun 30, 24 | -6.27K | 0.28% |
| WALDEN WEALTH PARTNERS LLC | 66.48K | Jun 30, 24 | +1.32K | 0.08% |
| Levy Wealth Management Group, LLC | 25.39K | Jun 30, 24 | -216 | 0.03% |
| Gratus Capital LLC | 4.55K | Jun 30, 24 | -- | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 955 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 45.50K | Mar 31, 24 | +3.21K | 0.06% |
| Cetera Advisor Networks LLC | 14.96K | Mar 31, 24 | -15.04K | 0.02% |
| Retirement Group, LLC | 65 | Mar 31, 24 | -- | 0.00% |
| DFPG INVESTMENTS, LLC | 9.16K | Dec 31, 23 | +2.55K | 0.01% |
| LWS Wealth Advisors, Inc. | 7.76K | Dec 31, 23 | -90 | 0.01% |
| WADE G W & INC | 7.67K | Dec 31, 23 | +10 | 0.01% |
| DB Wealth Management Group, LLC | 6.65K | Dec 31, 23 | -784 | 0.01% |
| Bartlett & Co. LLC | 476 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 19.23K | Sep 30, 23 | +1.39K | 0.02% |
| Column Capital Advisors, LLC | 2.76K | Sep 30, 23 | -- | 0.00% |
| ROPES WEALTH ADVISORS LLC | 2.58K | Sep 30, 23 | +2.58K | 0.00% |
| WealthOne, LLC | -- | Sep 30, 23 | -4.19K | -- |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -3.89K | -- |
| Kistler-Tiffany Companies, LLC | 35.08K | Jun 30, 23 | -124 | 0.04% |
| BDO Wealth Advisors, LLC | 19.36K | Jun 30, 23 | +602 | 0.02% |
| First Command Bank | 706 | Jun 30, 23 | -106 | 0.00% |
| First Command Financial Services, Inc. | 706 | Jun 30, 23 | -106 | 0.00% |
| Transparent Wealth Partners LLC | 61.90K | Mar 31, 23 | +420 | 0.08% |
| Clear Perspectives Financial Planning, LLC | 44.53K | Mar 31, 23 | -9.72K | 0.05% |
| True Capital Management | 3.73K | Mar 31, 23 | -254 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 7.04K | Dec 31, 22 | -115 | 0.01% |
| American Portfolios Advisors | 26.06K | Sep 30, 22 | -92 | 0.03% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12.29K | Sep 30, 22 | +146 | 0.02% |
| BLUESTEIN R H & CO LLC | 2.67K | Sep 30, 22 | -- | 0.00% |
| Karp Capital Management Corp | -- | Sep 30, 22 | -60.32K | -- |
| Ferris Capital, LLC | 15.79K | Mar 31, 22 | +1 | 0.02% |
| Financial Planners of Cleveland, Inc. | 5.44K | Mar 31, 22 | +395 | 0.01% |
| Holloway Wealth Management, LLC | 978 | Mar 31, 22 | -- | 0.00% |
| Biltmore Capital Advisors LLC | 295.37K | Dec 31, 21 | +22.32K | 0.36% |
| NEXT Financial Group, Inc | 29.56K | Dec 31, 21 | +842 | 0.04% |
| Johanson Financial Advisors, Inc. | 20.13K | Dec 31, 21 | +7.78K | 0.02% |
| Country Club Trust Company, n.a. | 7.30K | Dec 31, 21 | +7.30K | 0.01% |
| Carroll Financial Associates, Inc. | 443 | Dec 31, 21 | -- | 0.00% |
| Filbrandt Wealth Management, LLC | 147.76K | Sep 30, 21 | -1.63K | 0.18% |
| Alexandria Capital, LLC | 77.78K | Sep 30, 21 | -143 | 0.10% |
| Homrich & Berg | 72.52K | Sep 30, 21 | +133 | 0.09% |
| Ameritas Investment Company, LLC | 2.94K | Sep 30, 21 | +1.05K | 0.00% |
| Sonora Investment Management, LLC | 350 | Sep 30, 21 | -75 | 0.00% |
| PNC Managed Account Solutions, Inc. | 122.14K | Jun 30, 21 | +122.14K | 0.15% |
| Nachman Norwood & Parrott, Inc | 39.34K | Jun 30, 21 | -176 | 0.05% |
| QS Investors, LLC | 19.34K | Jun 30, 21 | +421 | 0.02% |
| Novak Financial Planning, LLC | 17.62K | Jun 30, 21 | +672 | 0.02% |
| BBVA USA Bancshares, Inc. | 128.47K | Mar 31, 21 | +128.47K | 0.16% |
| NewFocus Financial Group, LLC | 72.40K | Dec 31, 20 | +2.44K | 0.09% |
| Reby Advisors, LLC | 355 | Dec 31, 20 | +355 | 0.00% |
| ETRADE Capital Management LLC | 50.11K | Sep 30, 20 | +1.17K | 0.06% |
| NORTHSTAR WEALTH PARTNERS LLC | 10.22K | Sep 30, 20 | +4.59K | 0.01% |
| First Allied Advisory Services, Inc. | 3.57K | Sep 30, 20 | +28 | 0.00% |
| Global Financial Private Capital, Inc | 271.12K | Jun 30, 20 | +19.41K | 0.33% |
| TRUEWEALTH LLC | 4.90K | Jun 30, 20 | -- | 0.01% |
| BOYS ARNOLD & CO INC | 4.76K | Mar 31, 20 | -1.02K | 0.01% |
| PagnatoKarp Partners LLC | -- | Mar 31, 20 | -2.63K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 135.03K | Dec 31, 19 | +10.02K | 0.17% |
| Advisor Group, Inc. | 17.56K | Dec 31, 19 | -312 | 0.02% |
| RELIANCE TRUST CO OF DELAWARE | 3.72K | Mar 31, 19 | -420 | 0.00% |
| WealthTrust Fairport, LLC | 75 | Mar 31, 19 | -- | 0.00% |
| NORTHERN CAPITAL MANAGEMENT LLC | 78.28K | Dec 31, 18 | -185 | 0.10% |
| Edge Advisors, LLC | 2.41K | Jun 30, 18 | +1.22K | 0.00% |
| Oak Point Wealth Management | 17 | Mar 31, 18 | -- | 0.00% |
| WealthShield, LLC | 80.11K | Dec 31, 17 | +80.11K | 0.10% |
| IFC Holdings Incorporated/FL | 6.73K | Dec 31, 17 | +14 | 0.01% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -2.99K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -14.83K | -- |
| Commonwealth Equity Services, Inc | 48.30K | Jun 30, 17 | +2.27K | 0.06% |
| WFG Advisors, LP | 514 | Jun 30, 17 | +26 | 0.00% |
| MSI Financial Services Inc | 3.26K | Dec 31, 16 | -66 | 0.00% |
| Heartwood Wealth Management Ltd | 421.90K | Sep 30, 16 | -29 | 0.52% |
| SOCIETE GENERALE | 15.43K | Jun 30, 16 | +15.43K | 0.02% |
| MANAGED ACCOUNT ADVISORS LLC | 28.23K | Jun 30, 15 | -37.78K | 0.03% |
| NEW ENGLAND SECURITIES CORP /MA/ | -- | Dec 31, 14 | -53 | -- |
| UBS AG | 698.09K | Sep 30, 14 | +26.27K | 0.86% |
| 1919 Investment Counsel, LLC | 13.20K | Sep 30, 14 | -- | 0.02% |
| WILMINGTON TRUST CO | 10.70K | Jun 30, 14 | -- | 0.01% |
| KMS FINANCIAL SERVICES, INC | 4.87K | Jun 30, 14 | -9.65K | 0.01% |
| Global Index Advisors Inc | 326 | Jun 30, 14 | +326 | 0.00% |
| KNIGHT CAPITAL GROUP LLC | 15.00K | Jun 30, 13 | +15.00K | 0.02% |
| First Allied Securities, Inc. | -- | Jun 30, 12 | -5 | -- |