ONEQ(ONEQ)
ONEQ
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FMR LLC | 1.67M | Jun 30, 26 | -7.69K | 1.56% |
| Norinchukin Bank, The | 1.30M | Jun 30, 26 | +1.30M | 1.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.24M | Jun 30, 26 | -15.88K | 1.16% |
| LPL Financial LLC | 1.20M | Jun 30, 26 | +23.39K | 1.12% |
| Wealthfront Advisers LLC | 711.23K | Jun 30, 26 | +21.29K | 0.67% |
| BANK OF AMERICA CORP /DE/ | 612.90K | Jun 30, 26 | -3.66K | 0.57% |
| Heck Capital Advisors, LLC | 596.96K | Jun 30, 26 | +10.29K | 0.56% |
| Fisher Asset Management, LLC | 567.41K | Jun 30, 26 | -21.35K | 0.53% |
| Kestra Advisory Services, LLC | 535.72K | Jun 30, 26 | +25.48K | 0.50% |
| Lebenthal Global Advisors, LLC | 531.65K | Jun 30, 26 | -12.65K | 0.50% |
| Analyst IMS Investment Management Services Ltd. | 498.90K | Jun 30, 26 | -235 | 0.47% |
| NFP Retirement, Inc. | 452.35K | Jun 30, 26 | -15.88K | 0.42% |
| MORGAN STANLEY | 376.84K | Jun 30, 26 | +27.83K | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 336.66K | Jun 30, 26 | +171.49K | 0.31% |
| TCP Asset Management, LLC | 308.63K | Jun 30, 26 | +6.64K | 0.29% |
| AMERIPRISE FINANCIAL INC | 297.74K | Jun 30, 26 | +12.63K | 0.28% |
| Prasad Wealth Partners, LLC | 253.29K | Jun 30, 26 | -625 | 0.24% |
| UBS Group AG | 244.43K | Jun 30, 26 | +8.44K | 0.23% |
| LJI Wealth Management, LLC | 244.08K | Jun 30, 26 | -139.24K | 0.23% |
| Procyon Advisors, LLC | 235.51K | Jun 30, 26 | +231.80K | 0.22% |
| EQ LLC | 210.86K | Jun 30, 26 | +150.58K | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 193.36K | Jun 30, 26 | +20.25K | 0.18% |
| Commonwealth Financial Services, LLC | 175.13K | Jun 30, 26 | +29.36K | 0.16% |
| JPMORGAN CHASE & CO | 164.74K | Jun 30, 26 | +45.14K | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 161.86K | Jun 30, 26 | +29.96K | 0.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 157.17K | Jun 30, 26 | -16.00K | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 154.53K | Jun 30, 26 | +24.75K | 0.14% |
| HighTower Advisors, LLC | 143.80K | Jun 30, 26 | -7.99K | 0.13% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 139.50K | Jun 30, 26 | -6.45K | 0.13% |
| Cetera Investment Advisers | 137.54K | Jun 30, 26 | +10 | 0.13% |
| Colony Group, LLC | 118.11K | Jun 30, 26 | -2 | 0.11% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 116.35K | Jun 30, 26 | +116.35K | 0.11% |
| Steward Partners Investment Advisory, LLC | 116.09K | Jun 30, 26 | +76.52K | 0.11% |
| FOCUS Wealth Advisors, LLC | 114.08K | Jun 30, 26 | +114.08K | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 110.42K | Jun 30, 26 | +38.27K | 0.10% |
| jvl associates llc | 109.69K | Jun 30, 26 | -1.21K | 0.10% |
| WELLS FARGO & COMPANY/MN | 108.59K | Jun 30, 26 | -6.12K | 0.10% |
| Mariner, LLC | 108.04K | Jun 30, 26 | +5.10K | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 103.38K | Jun 30, 26 | -3.92K | 0.10% |
| CITADEL ADVISORS LLC | 101.31K | Jun 30, 26 | +83.28K | 0.09% |
| Farther Finance Advisors, LLC | 94.90K | Jun 30, 26 | +90.57K | 0.09% |
| Harvest Investment Advisors, LLC | 90.37K | Jun 30, 26 | -1.13K | 0.08% |
| ARKANSAS FINANCIAL GROUP, INC. | 89.48K | Jun 30, 26 | -6.29K | 0.08% |
| Aptus Capital Advisors, LLC | 87.69K | Jun 30, 26 | -11.64K | 0.08% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 85.47K | Jun 30, 26 | -11.70K | 0.08% |
| Sigma Planning Corp | 81.89K | Jun 30, 26 | +926 | 0.08% |
| ROYAL BANK OF CANADA | 78.38K | Jun 30, 26 | -67.19K | 0.07% |
| HOLLENCREST CAPITAL MANAGEMENT | 77.42K | Jun 30, 26 | -94.42K | 0.07% |
| Portfolio Strategies, Inc. | 76.50K | Jun 30, 26 | -621 | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 76.13K | Jun 30, 26 | +7.45K | 0.07% |
| David Kennon Inc | 76.04K | Jun 30, 26 | -158.63K | 0.07% |
| Snowden Capital Advisors LLC | 75.41K | Jun 30, 26 | -2.19K | 0.07% |
| STIFEL FINANCIAL CORP | 74.85K | Jun 30, 26 | -1.60K | 0.07% |
| Creative Planning | 72.65K | Jun 30, 26 | +6.17K | 0.07% |
| Ayalon Insurance Comp Ltd. | 69.81K | Jun 30, 26 | +10.00K | 0.07% |
| Spire Wealth Management | 67.96K | Jun 30, 26 | -2.09K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 65.31K | Jun 30, 26 | +14.47K | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 62.98K | Jun 30, 26 | -46.55K | 0.06% |
| Indivisible Partners | 62.54K | Jun 30, 26 | +52.43K | 0.06% |
| Hubbell Strickland Wealth Management, LLC | 61.62K | Jun 30, 26 | +281 | 0.06% |
| TWO SIGMA INVESTMENTS, LP | 58.60K | Jun 30, 26 | -317.60K | 0.05% |
| Lineweaver Wealth Advisors, LLC | 58.59K | Jun 30, 26 | -691 | 0.05% |
| Cornerstone Wealth Management, LLC | 54.82K | Jun 30, 26 | -2.03K | 0.05% |
| Prime Capital Investment Advisors, LLC | 54.45K | Jun 30, 26 | -1.53K | 0.05% |
| SRS Capital Advisors, Inc. | 53.63K | Jun 30, 26 | +52.07K | 0.05% |
| B&D White Capital Company, LLC | 53.46K | Jun 30, 26 | -48 | 0.05% |
| Cedar Point Capital Partners, LLC | 52.60K | Jun 30, 26 | +940 | 0.05% |
| MML INVESTORS SERVICES, LLC | 51.38K | Jun 30, 26 | +6.53K | 0.05% |
| Equitable Holdings, Inc. | 50.95K | Jun 30, 26 | +960 | 0.05% |
| Lido Advisors, LLC | 50.57K | Jun 30, 26 | +2.25K | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 49.64K | Jun 30, 26 | +2.22K | 0.05% |
| Gateway Wealth Partners, LLC | 48.95K | Jun 30, 26 | -47.31K | 0.05% |
| Moors & Cabot, Inc. | 48.65K | Jun 30, 26 | -- | 0.05% |
| Keenan, LLC | 48.62K | Jun 30, 26 | -5.28K | 0.05% |
| Madison Wealth Partners, Inc | 47.04K | Jun 30, 26 | -508 | 0.04% |
| Strategic Blueprint, LLC | 46.18K | Jun 30, 26 | -168 | 0.04% |
| Pinnacle Family Advisors, LLC | 45.86K | Jun 30, 26 | -747 | 0.04% |
| KFA Private Wealth Group, LLC | 45.86K | Jun 30, 26 | +1.06K | 0.04% |
| AssuredPartners Investment Advisors, LLC | 45.81K | Jun 30, 26 | +18.89K | 0.04% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 45.14K | Jun 30, 26 | -8.26K | 0.04% |
| Bawa N Mallick Trust | 43.00K | Jun 30, 26 | -- | 0.04% |
| PRINCIPAL SECURITIES, INC. | 41.72K | Jun 30, 26 | +3.54K | 0.04% |
| Roxbury Financial LLC | 41.55K | Jun 30, 26 | +1.34K | 0.04% |
| Focused Wealth Management, Inc | 39.72K | Jun 30, 26 | -850 | 0.04% |
| Summit Financial, LLC | 39.51K | Jun 30, 26 | +467 | 0.04% |
| Blue Zone Wealth Advisors, LLC | 39.20K | Jun 30, 26 | +245 | 0.04% |
| Migdal Insurance & Financial Holdings Ltd. | 38.39K | Jun 30, 26 | -1.67K | 0.04% |
| Baird Financial Group, Inc. | 37.42K | Jun 30, 26 | -- | 0.03% |
| Secure Asset Management, LLC | 37.04K | Jun 30, 26 | +37.04K | 0.03% |
| Texas Yale Capital Corp. | 37.00K | Jun 30, 26 | -- | 0.03% |
| GOLDMAN SACHS GROUP INC | 36.38K | Jun 30, 26 | +32.45K | 0.03% |
| Resources Investment Advisors, LLC. | 36.33K | Jun 30, 26 | -3.53K | 0.03% |
| Capital Investment Advisory Services, LLC | 36.32K | Jun 30, 26 | -2.26K | 0.03% |
| Smartleaf Asset Management LLC | 35.53K | Jun 30, 26 | -- | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 34.84K | Jun 30, 26 | -5.64K | 0.03% |
| BESSEMER GROUP INC | 34.20K | Jun 30, 26 | -3.90K | 0.03% |
| Arkadios Wealth Advisors | 33.32K | Jun 30, 26 | +6.56K | 0.03% |
| Patriot Financial Group Insurance Agency, LLC | 31.11K | Jun 30, 26 | -23.92K | 0.03% |
| Spartan Wealth Advisory Services LLC | 30.50K | Jun 30, 26 | -- | 0.03% |
| Trevian Wealth Management LLC | 29.98K | Jun 30, 26 | -- | 0.03% |
| Advisory Services Network, LLC | 29.15K | Jun 30, 26 | -2.30K | 0.03% |
| NewEdge Advisors, LLC | 28.66K | Jun 30, 26 | -1.64K | 0.03% |
| CRA Financial Services, LLC | 28.40K | Jun 30, 26 | -50 | 0.03% |
| Variant Private Wealth, LLC | 27.96K | Jun 30, 26 | -292 | 0.03% |
| IFP Advisors, Inc | 26.98K | Jun 30, 26 | +332 | 0.03% |
| Cerity Partners LLC | 26.78K | Jun 30, 26 | +9.80K | 0.03% |
| PKS Advisory Services, LLC | 26.19K | Jun 30, 26 | +3.85K | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 25.98K | Jun 30, 26 | -2.98K | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 25.22K | Jun 30, 26 | +21.67K | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24.70K | Jun 30, 26 | -287 | 0.02% |
| HWG Holdings LP | 24.39K | Jun 30, 26 | +7.40K | 0.02% |
| Beckerman Institutional, LLC | 23.72K | Jun 30, 26 | -112 | 0.02% |
| BROWN ADVISORY INC | 23.46K | Jun 30, 26 | -- | 0.02% |
| Wealth Management Associates, Inc. | 23.04K | Jun 30, 26 | +516 | 0.02% |
| CVFG LLC | 22.45K | Jun 30, 26 | +445 | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 22.07K | Jun 30, 26 | +3.97K | 0.02% |
| Private Advisor Group, LLC | 21.55K | Jun 30, 26 | +1.57K | 0.02% |
| DEFINED WEALTH MANAGEMENT, LLC | 20.96K | Jun 30, 26 | -383 | 0.02% |
| JANE STREET GROUP, LLC | 20.42K | Jun 30, 26 | +8.96K | 0.02% |
| J.W. COLE ADVISORS, INC. | 20.08K | Jun 30, 26 | +20.08K | 0.02% |
| AE Wealth Management LLC | 19.32K | Jun 30, 26 | -48.38K | 0.02% |
| CIBC Bancorp USA Inc. | 19.09K | Jun 30, 26 | +79 | 0.02% |
| Hills Bank & Trust Co | 19.08K | Jun 30, 26 | -- | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 18.91K | Jun 30, 26 | -4.49K | 0.02% |
| KM Capital Management Ltd. | 18.72K | Jun 30, 26 | +18.72K | 0.02% |
| Higgins & Schmidt Wealth Strategies LLC | 17.68K | Jun 30, 26 | -343 | 0.02% |
| Shared Vision Wealth Group LLC | 17.33K | Jun 30, 26 | +5.67K | 0.02% |
| Beacon Pointe Advisors, LLC | 16.58K | Jun 30, 26 | -- | 0.02% |
| Hilltop National Bank | 16.36K | Jun 30, 26 | -- | 0.02% |
| SENTINEL WEALTH MANAGEMENT, INC. | 16.24K | Jun 30, 26 | -- | 0.02% |
| Lloyd Advisory Services, LLC. | 15.67K | Jun 30, 26 | +15.67K | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.60K | Jun 30, 26 | -2.00K | 0.01% |
| Quantinno Capital Management LP | 15.19K | Jun 30, 26 | -2.50K | 0.01% |
| Financial Partners Group, Inc | 15.03K | Jun 30, 26 | -112 | 0.01% |
| Fortune Financial Group, Inc. | 14.84K | Jun 30, 26 | +14.84K | 0.01% |
| Stratos Wealth Partners, LTD. | 14.84K | Jun 30, 26 | +2 | 0.01% |
| Flavin Financial Services, Inc. | 14.57K | Jun 30, 26 | +717 | 0.01% |
| Parallel Advisors, LLC | 13.90K | Jun 30, 26 | +126 | 0.01% |
| ISLAY CAPITAL MANAGEMENT, LLC | 13.84K | Jun 30, 26 | +4.75K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 13.58K | Jun 30, 26 | +404 | 0.01% |
| Ullmann Wealth Partners Group, LLC | 12.89K | Jun 30, 26 | -- | 0.01% |
| Tradition Wealth Management, LLC | 12.81K | Jun 30, 26 | +1.45K | 0.01% |
| Carroll Advisory Group, LLC | 12.40K | Jun 30, 26 | -402 | 0.01% |
| Goodwin Investment Advisory | 12.25K | Jun 30, 26 | -- | 0.01% |
| Avondale Wealth Management | 11.99K | Jun 30, 26 | +138 | 0.01% |
| CI Private Wealth, LLC | 11.91K | Jun 30, 26 | +116 | 0.01% |
| Clark Asset Management, LLC | 11.83K | Jun 30, 26 | +8.47K | 0.01% |
| RiverTree Advisors, LLC | 11.83K | Jun 30, 26 | -4.20K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 11.78K | Jun 30, 26 | -521 | 0.01% |
| Janney Montgomery Scott LLC | 11.69K | Jun 30, 26 | -131 | 0.01% |
| EP Wealth Advisors, LLC | 11.60K | Jun 30, 26 | -123 | 0.01% |
| TCG Advisory Services, LLC | 11.55K | Jun 30, 26 | -350 | 0.01% |
| Steel Peak Wealth Management LLC | 11.54K | Jun 30, 26 | +763 | 0.01% |
| Ciovacco Capital Management LLC | 11.45K | Jun 30, 26 | -9 | 0.01% |
| Brookstone Capital Management | 11.40K | Jun 30, 26 | +156 | 0.01% |
| Sowell Financial Services LLC | 11.37K | Jun 30, 26 | -100 | 0.01% |
| PARK AVENUE SECURITIES LLC | 11.17K | Jun 30, 26 | +138 | 0.01% |
| Eagle Strategies LLC | 11.14K | Jun 30, 26 | +1 | 0.01% |
| Ridgewood Investments LLC | 11.10K | Jun 30, 26 | -164 | 0.01% |
| Tradewinds Capital Management, LLC | 10.86K | Jun 30, 26 | +6 | 0.01% |
| PARAGON CAPITAL MANAGEMENT INC | 10.57K | Jun 30, 26 | +68 | 0.01% |
| Regal Investment Advisors LLC | 10.56K | Jun 30, 26 | -54 | 0.01% |
| Sterling Investment Counsel, LLC | 10.46K | Jun 30, 26 | -- | 0.01% |
| Prospera Financial Services Inc | 10.38K | Jun 30, 26 | -217 | 0.01% |
| PACIFIC SUN FINANCIAL CORP | 10.35K | Jun 30, 26 | -160 | 0.01% |
| MATHER GROUP, LLC. | 10.30K | Jun 30, 26 | -- | 0.01% |
| MAI Capital Management | 10.08K | Jun 30, 26 | +98 | 0.01% |
| NATIXIS ADVISORS, L.P. | 10.07K | Jun 30, 26 | +10.07K | 0.01% |
| Third View Private Wealth, LLC | 10.00K | Jun 30, 26 | +2 | 0.01% |
| KCM INVESTMENT ADVISORS LLC | 9.97K | Jun 30, 26 | -- | 0.01% |
| Savant Capital, LLC | 9.92K | Jun 30, 26 | +2.48K | 0.01% |
| BASSO CAPITAL MANAGEMENT, L.P. | 9.91K | Jun 30, 26 | +9.91K | 0.01% |
| GTS SECURITIES LLC | 9.79K | Jun 30, 26 | +9.79K | 0.01% |
| BRIGHTON JONES LLC | 9.67K | Jun 30, 26 | +5.54K | 0.01% |
| Institute for Wealth Management, LLC. | 9.25K | Jun 30, 26 | -- | 0.01% |
| Wealth Alliance Advisory Group, LLC | 9.23K | Jun 30, 26 | -- | 0.01% |
| Simplicity Wealth,LLC | 9.13K | Jun 30, 26 | +1.19K | 0.01% |
| Global Retirement Partners, LLC | 9.10K | Jun 30, 26 | +9.10K | 0.01% |
| Calamos Wealth Management LLC | 9.09K | Jun 30, 26 | -- | 0.01% |
| Adviser Investments LLC | 8.93K | Jun 30, 26 | +8.93K | 0.01% |
| Sovran Advisors, LLC | 8.89K | Jun 30, 26 | -- | 0.01% |
| Sanctuary Advisors, LLC | 8.84K | Jun 30, 26 | -1.44K | 0.01% |
| N.E.W. Advisory Services LLC | 8.49K | Jun 30, 26 | -203 | 0.01% |
| Vontobel Holding Ltd. | 8.33K | Jun 30, 26 | +8.33K | 0.01% |
| BlackRock, Inc. | 8.22K | Jun 30, 26 | +1.53K | 0.01% |
| Greenhouse Wealth Management, LLC | 8.13K | Jun 30, 26 | -- | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8.04K | Jun 30, 26 | -370 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.92K | Jun 30, 26 | +424 | 0.01% |
| Pacific Point Advisors, LLC | 7.73K | Jun 30, 26 | +7.73K | 0.01% |
| Merit Financial Group, LLC | 7.59K | Jun 30, 26 | +2.59K | 0.01% |
| Ameritas Advisory Services, LLC | 7.58K | Jun 30, 26 | +2.09K | 0.01% |
| DAYMARK WEALTH PARTNERS, LLC | 7.51K | Jun 30, 26 | -293 | 0.01% |
| Gladstone Institutional Advisory LLC | 7.50K | Jun 30, 26 | +179 | 0.01% |
| Delta Investment Management, LLC | 7.50K | Jun 30, 26 | +2.00K | 0.01% |
| Serenus Wealth Advisors, LLC | 7.44K | Jun 30, 26 | -- | 0.01% |
| Baker Avenue Asset Management, LP | 7.43K | Jun 30, 26 | -245 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 7.42K | Jun 30, 26 | -326 | 0.01% |
| Modera Wealth Management, LLC | 7.26K | Jun 30, 26 | -581 | 0.01% |
| Zhang Financial LLC | 7.25K | Jun 30, 26 | -- | 0.01% |
| CAPITAL ADVISORS INC/OK | 7.17K | Jun 30, 26 | -- | 0.01% |
| Samalin Investment Counsel, LLC | 7.11K | Jun 30, 26 | -542 | 0.01% |
| Grandview Asset Management LLC | 7.08K | Jun 30, 26 | +221 | 0.01% |
| NORTHERN TRUST CORP | 6.94K | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 6.86K | Jun 30, 26 | +665 | 0.01% |
| HOWARD WEALTH MANAGEMENT, LLC | 6.85K | Jun 30, 26 | -- | 0.01% |
| Beaumont Financial Advisors, LLC | 6.65K | Jun 30, 26 | -1.11K | 0.01% |
| VERUS CAPITAL PARTNERS, LLC | 6.60K | Jun 30, 26 | +474 | 0.01% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 6.42K | Jun 30, 26 | -- | 0.01% |
| Cresset Asset Management, LLC | 6.12K | Jun 30, 26 | +8 | 0.01% |
| Mutual Advisors, LLC | 6.03K | Jun 30, 26 | +17 | 0.01% |
| Wisconsin Wealth Advisors, LLC | 5.86K | Jun 30, 26 | -- | 0.01% |
| Yanni & Associates Investment Advisors, LLC | 5.83K | Jun 30, 26 | -300 | 0.01% |
| CATALYST FINANCIAL PARTNERS LLC | 5.65K | Jun 30, 26 | -- | 0.01% |
| Facet Wealth, Inc. | 5.62K | Jun 30, 26 | +78 | 0.01% |
| JB Capital LLC | 5.59K | Jun 30, 26 | -80 | 0.01% |
| Rachor Investment Advisory Services, LLC | 5.53K | Jun 30, 26 | -196 | 0.01% |
| Sanchez Gaunt Capital Management, LLC | 5.53K | Jun 30, 26 | -175 | 0.01% |
| Landmark Wealth Management, LLC | 5.51K | Jun 30, 26 | -286 | 0.01% |
| US BANCORP \DE\ | 5.50K | Jun 30, 26 | +2.23K | 0.01% |
| Kovack Advisors, Inc. | 5.40K | Jun 30, 26 | -333 | 0.01% |
| Align Financial, LLC | 5.34K | Jun 30, 26 | +136 | 0.00% |
| Integrated Wealth Concepts LLC | 5.25K | Jun 30, 26 | -289 | 0.00% |
| Dana Investment Advisors, Inc. | 5.20K | Jun 30, 26 | -- | 0.00% |
| Hershey Financial Advisers, LLC | 5.17K | Jun 30, 26 | +5.17K | 0.00% |
| FIDUCIARY TRUST CO | 5.17K | Jun 30, 26 | -- | 0.00% |
| SMITH, MOORE & CO. | 5.09K | Jun 30, 26 | +28 | 0.00% |
| CHRISTINE MESSMER PC | 5.02K | Jun 30, 26 | +7 | 0.00% |
| SOA Wealth Advisors, LLC. | 5.01K | Jun 30, 26 | -4 | 0.00% |
| Retirement Management Systems Inc. | 5.00K | Jun 30, 26 | -- | 0.00% |
| Aufman Associates Inc | 4.97K | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 4.95K | Jun 30, 26 | -75 | 0.00% |
| HighPoint Advisor Group LLC | 4.92K | Jun 30, 26 | -190 | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.84K | Jun 30, 26 | +598 | 0.00% |
| Ballentine Partners, LLC | 4.74K | Jun 30, 26 | +4.74K | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4.62K | Jun 30, 26 | +70 | 0.00% |
| Ironwood Financial, llc | 4.60K | Jun 30, 26 | -- | 0.00% |
| Accredited Investors Inc. | 4.60K | Jun 30, 26 | +50 | 0.00% |
| Avidian Wealth Solutions, LLC | 4.54K | Jun 30, 26 | +6 | 0.00% |
| PFG Investments, LLC | 4.51K | Jun 30, 26 | -24 | 0.00% |
| Gimbal Financial | 4.37K | Jun 30, 26 | +4.37K | 0.00% |
| SEAMOUNT FINANCIAL GROUP INC | 4.34K | Jun 30, 26 | +6 | 0.00% |
| ZACKS INVESTMENT MANAGEMENT | 4.34K | Jun 30, 26 | +842 | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 4.32K | Jun 30, 26 | -157 | 0.00% |
| Mason & Associates Inc | 4.24K | Jun 30, 26 | -- | 0.00% |
| Empowered Funds, LLC | 4.21K | Jun 30, 26 | -2.73K | 0.00% |
| Cambria Investment Management, L.P. | 4.21K | Jun 30, 26 | +4.21K | 0.00% |
| Foundations Investment Advisors, LLC | 4.19K | Jun 30, 26 | -1.35K | 0.00% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4.12K | Jun 30, 26 | +8 | 0.00% |
| Meridian Wealth Management, LLC | 4.11K | Jun 30, 26 | +4.11K | 0.00% |
| MAYPORT, LLC | 4.10K | Jun 30, 26 | -- | 0.00% |
| Concord Investment Counsel Inc. | 4.06K | Jun 30, 26 | +4.06K | 0.00% |
| Empower Advisory Group, LLC | 4.06K | Jun 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 4.02K | Jun 30, 26 | -5 | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.00K | Jun 30, 26 | -22 | 0.00% |
| BAILARD, INC. | 3.92K | Jun 30, 26 | -- | 0.00% |
| Latitude Advisors, LLC | 3.92K | Jun 30, 26 | -124 | 0.00% |
| Certified Advisory Corp | 3.87K | Jun 30, 26 | -376 | 0.00% |
| ALBION FINANCIAL GROUP /UT | 3.85K | Jun 30, 26 | -40 | 0.00% |
| Waterloo Capital, L.P. | 3.81K | Jun 30, 26 | +3.81K | 0.00% |
| Davidson Kahn Capital Management, LLC | 3.80K | Jun 30, 26 | -198 | 0.00% |
| Pathstone Holdings, LLC | 3.80K | Jun 30, 26 | -- | 0.00% |
| YOUNGS ADVISORY GROUP, INC. | 3.74K | Jun 30, 26 | -- | 0.00% |
| Bath Savings Trust Co | 3.74K | Jun 30, 26 | -- | 0.00% |
| DAVENPORT & Co LLC | 3.70K | Jun 30, 26 | -116 | 0.00% |
| Covenant Asset Management, LLC | 3.67K | Jun 30, 26 | +3.67K | 0.00% |
| Legacy Advisory Services, LLC | 3.66K | Jun 30, 26 | -- | 0.00% |
| Eddie Patel Inc | 3.55K | Jun 30, 26 | +3.55K | 0.00% |
| HUNTINGTON NATIONAL BANK | 3.53K | Jun 30, 26 | -- | 0.00% |
| Traynor Capital Management, Inc. | 3.51K | Jun 30, 26 | -540 | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 3.50K | Jun 30, 26 | +3.50K | 0.00% |
| Cornerstone Wealth Group, LLC | 3.50K | Jun 30, 26 | -144 | 0.00% |
| CHOREO, LLC | 3.44K | Jun 30, 26 | +3 | 0.00% |
| Midwest Trust Co | 3.38K | Jun 30, 26 | -- | 0.00% |
| Wealth Management Strategies, Inc. | 3.38K | Jun 30, 26 | +4 | 0.00% |
| Pinnacle Financial Partners, Inc. | 3.37K | Jun 30, 26 | -299 | 0.00% |
| Auour Investments LLC | 3.33K | Jun 30, 26 | -- | 0.00% |
| LEE DANNER & BASS INC | 3.25K | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 3.23K | Jun 30, 26 | +2.83K | 0.00% |
| Selective Wealth Management, Inc. | 3.18K | Jun 30, 26 | +1 | 0.00% |
| Ameritas Investment Partners, Inc. | 3.18K | Jun 30, 26 | -751 | 0.00% |
| Andina Capital Management, LLC | 3.15K | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 3.14K | Jun 30, 26 | -450 | 0.00% |
| Pine Valley Investments Ltd Liability Co | 3.12K | Jun 30, 26 | -6 | 0.00% |
| Nicholas Hoffman & Company, LLC. | 3.08K | Jun 30, 26 | -- | 0.00% |
| Verity Asset Management, Inc. | 3.07K | Jun 30, 26 | +426 | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 3.04K | Jun 30, 26 | +2.90K | 0.00% |
| River Wealth Advisors LLC | 3.02K | Jun 30, 26 | -- | 0.00% |
| SP Asset Management LLC | 3.01K | Jun 30, 26 | +4 | 0.00% |
| Western Wealth Management, LLC | 3.00K | Jun 30, 26 | -39 | 0.00% |
| Sound Income Strategies, LLC | 2.96K | Jun 30, 26 | -- | 0.00% |
| Bouchey Financial Group Ltd | 2.93K | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.93K | Jun 30, 26 | -2.90K | 0.00% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 2.93K | Jun 30, 26 | -396 | 0.00% |
| Atomi Financial Group, Inc. | 2.91K | Jun 30, 26 | +2.91K | 0.00% |
| SAX WEALTH ADVISORS, LLC | 2.89K | Jun 30, 26 | +2.89K | 0.00% |
| Regatta Research & Money Management | 2.86K | Jun 30, 26 | +2.86K | 0.00% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 2.84K | Jun 30, 26 | +2.84K | 0.00% |
| Vise Technologies, Inc. | 2.79K | Jun 30, 26 | +313 | 0.00% |
| Kingsview Wealth Management, LLC | 2.78K | Jun 30, 26 | +115 | 0.00% |
| Maia Wealth LLC | 2.77K | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Advisors | 2.76K | Jun 30, 26 | +201 | 0.00% |
| Spectrum Investment Advisors, Inc. | 2.73K | Jun 30, 26 | +4 | 0.00% |
| FORONJY FINANCIAL LLC | 2.73K | Jun 30, 26 | -311 | 0.00% |
| CITIZENS FINANCIAL GROUP INC/RI | 2.71K | Jun 30, 26 | +2.71K | 0.00% |
| LANGLEY WEALTH MANAGEMENT, LLC | 2.69K | Jun 30, 26 | +2.69K | 0.00% |
| GHP Investment Advisors, Inc. | 2.67K | Jun 30, 26 | -- | 0.00% |
| Taylor & Morgan Wealth Management, LLC | 2.67K | Jun 30, 26 | -- | 0.00% |
| ERTS Wealth Advisors, LLC | 2.62K | Jun 30, 26 | +3 | 0.00% |
| TBH Global Asset Management, LLC | 2.60K | Jun 30, 26 | +2.60K | 0.00% |
| Inscription Capital, LLC | 2.57K | Jun 30, 26 | +1 | 0.00% |
| Plante Moran Financial Advisors, LLC | 2.55K | Jun 30, 26 | -146 | 0.00% |
| Essex Financial Services, Inc. | 2.55K | Jun 30, 26 | -- | 0.00% |
| Annex Advisory Services, LLC | 2.50K | Jun 30, 26 | -- | 0.00% |
| GREAT VALLEY ADVISOR GROUP, INC. | 2.50K | Jun 30, 26 | -11 | 0.00% |
| Larson Financial Group LLC | 2.48K | Jun 30, 26 | +2.39K | 0.00% |
| First Heartland Consultants, Inc. | 2.46K | Jun 30, 26 | +2.46K | 0.00% |
| HOWARD FINANCIAL SERVICES, LTD. | 2.42K | Jun 30, 26 | +2.42K | 0.00% |
| Pensionmark Financial Group, LLC | 2.38K | Jun 30, 26 | -2.24K | 0.00% |
| Cape Investment Advisory, Inc. | 2.38K | Jun 30, 26 | -813 | 0.00% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 2.37K | Jun 30, 26 | +2.37K | 0.00% |
| Arista Wealth Management, LLC | 2.34K | Jun 30, 26 | +2.34K | 0.00% |
| Diversified Enterprises, LLC | 2.33K | Jun 30, 26 | +2.33K | 0.00% |
| NFC Investments, LLC | 2.33K | Jun 30, 26 | +2.33K | 0.00% |
| TRUIST FINANCIAL CORP | 2.33K | Jun 30, 26 | -605 | 0.00% |
| GAMMA Investing LLC | 2.31K | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 2.30K | Jun 30, 26 | +2.30K | 0.00% |
| LVM CAPITAL MANAGEMENT LTD/MI | 2.28K | Jun 30, 26 | +2.28K | 0.00% |
| Southland Equity Partners LLC | 2.27K | Jun 30, 26 | +2.27K | 0.00% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 2.25K | Jun 30, 26 | +4 | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.23K | Jun 30, 26 | +2.23K | 0.00% |
| Stratos Wealth Advisors, LLC | 2.21K | Jun 30, 26 | +2.21K | 0.00% |
| CoreCap Advisors, LLC | 2.20K | Jun 30, 26 | +13 | 0.00% |
| Family Investment Center, Inc. | 2.15K | Jun 30, 26 | +2.15K | 0.00% |
| Badgley Phelps Wealth Managers, LLC | 2.15K | Jun 30, 26 | +2.15K | 0.00% |
| Onyx Bridge Wealth Group LLC | 2.15K | Jun 30, 26 | -324 | 0.00% |
| Sequoia Financial Advisors, LLC | 2.14K | Jun 30, 26 | -433 | 0.00% |
| MOODY LYNN & LIEBERSON, LLC | 2.12K | Jun 30, 26 | -400 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 2.10K | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 2.08K | Jun 30, 26 | +1.00K | 0.00% |
| Berman McAleer LLC | 2.08K | Jun 30, 26 | +2.08K | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 2.02K | Jun 30, 26 | +2.02K | 0.00% |
| SevenBridge Financial Group, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| S Harris Financial Group, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| Curry Webb Wealth Management LLC | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| Capital Investment Advisors, LLC | 1.99K | Jun 30, 26 | +1.99K | 0.00% |
| Buckingham Strategic Partners | 1.99K | Jun 30, 26 | +1.99K | 0.00% |
| Brinker Capital Investments, LLC | 1.97K | Jun 30, 26 | -8.12K | 0.00% |
| Bernicke Wealth Management, Ltd. | 1.95K | Jun 30, 26 | +1.95K | 0.00% |
| STEPHENS INC /AR/ | 1.94K | Jun 30, 26 | +1.94K | 0.00% |
| JGP Wealth Management, LLC | 1.94K | Jun 30, 26 | +1.94K | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.83K | Jun 30, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 1.80K | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 1.75K | Jun 30, 26 | +234 | 0.00% |
| ASSETMARK, INC | 1.73K | Jun 30, 26 | +924 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 1.69K | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Hickory Point Bank & Trust | 1.45K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 1.35K | Jun 30, 26 | +410 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.04K | Jun 30, 26 | +66 | 0.00% |
| Clearstead Advisors, LLC | 1.03K | Jun 30, 26 | -602 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 1.01K | Jun 30, 26 | +1.01K | 0.00% |
| COUNTRY TRUST BANK | 1.00K | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 985 | Jun 30, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 960 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 941 | Jun 30, 26 | -60 | 0.00% |
| Kozak & Associates, Inc. | 910 | Jun 30, 26 | +1 | 0.00% |
| PRIVATE TRUST CO NA | 890 | Jun 30, 26 | -- | 0.00% |
| Nalls Sherbakoff Group, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Financial Management LLC | 754 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 740 | Jun 30, 26 | +70 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 676 | Jun 30, 26 | +88 | 0.00% |
| Allworth Financial LP | 663 | Jun 30, 26 | -1.53K | 0.00% |
| SJS Investment Consulting Inc. | 660 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 632 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Management Group, LLC | 602 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 600 | Jun 30, 26 | +600 | 0.00% |
| Dunhill Financial, LLC | 551 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 533 | Jun 30, 26 | +533 | 0.00% |
| Ancora Advisors, LLC | 530 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 514 | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 510 | Jun 30, 26 | +510 | 0.00% |
| Kingdom Financial Group LLC. | 491 | Jun 30, 26 | +491 | 0.00% |
| WPG Advisers, LLC | 490 | Jun 30, 26 | +16 | 0.00% |
| Schuylkill Financial LLC | 477 | Jun 30, 26 | +477 | 0.00% |
| Newbridge Financial Services Group, Inc. | 421 | Jun 30, 26 | -- | 0.00% |
| PROSPERITY BANCSHARES INC | 400 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 380 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 379 | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 370 | Jun 30, 26 | +370 | 0.00% |
| Montgomery Financial Services LLC | 345 | Jun 30, 26 | +345 | 0.00% |
| TFC Financial Management, Inc. | 280 | Jun 30, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 273 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 260 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 254 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 251 | Jun 30, 26 | -- | 0.00% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 228 | Jun 30, 26 | -13.73K | 0.00% |
| CBIZ Investment Advisory Services, LLC | 213 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 208 | Jun 30, 26 | +208 | 0.00% |
| TIAA Wealth Investment Management LLC | 205 | Jun 30, 26 | +205 | 0.00% |
| High Point Wealth Management, LLC | 204 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| SHP Wealth Management | 188 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 179 | Jun 30, 26 | -322 | 0.00% |
| NBC SECURITIES, INC. | 170 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 165 | Jun 30, 26 | -124 | 0.00% |
| Central Pacific Bank - Trust Division | 160 | Jun 30, 26 | -- | 0.00% |
| ABOUND FINANCIAL, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Brooklyn FI, LLC | 145 | Jun 30, 26 | +145 | 0.00% |
| Fairway Wealth LLC | 144 | Jun 30, 26 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 143 | Jun 30, 26 | -2.77K | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 140 | Jun 30, 26 | -60 | 0.00% |
| Quaker Wealth Management, LLC | 120 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 109 | Jun 30, 26 | +109 | 0.00% |
| Signature Resources Capital Management, LLC | 107 | Jun 30, 26 | +107 | 0.00% |
| Physician Wealth Advisors, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 96 | Jun 30, 26 | +96 | 0.00% |
| Glen Eagle Advisors, LLC | 96 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 94 | Jun 30, 26 | -- | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 82 | Jun 30, 26 | -12 | 0.00% |
| GoalVest Advisory LLC | 76 | Jun 30, 26 | +76 | 0.00% |
| Triumph Capital Management | 73 | Jun 30, 26 | +73 | 0.00% |
| Concord Wealth Partners | 59 | Jun 30, 26 | +59 | 0.00% |
| FINANCIAL CONSULATE, INC | 58 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 51 | Jun 30, 26 | -- | 0.00% |
| Reyes Financial Architecture, Inc. | 50 | Jun 30, 26 | -- | 0.00% |
| Sachetta, LLC | 48 | Jun 30, 26 | -7 | 0.00% |
| Robinswood Financial LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Horrell Capital Management, Inc. | 40 | Jun 30, 26 | -- | 0.00% |
| LOGAN CAPITAL MANAGEMENT INC | 34 | Jun 30, 26 | +34 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 29 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| IMG Wealth Management, Inc. | 25 | Jun 30, 26 | +25 | 0.00% |
| Financial Perspectives, Inc | 24 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| Copia Wealth Management | 17 | Jun 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 14 | Jun 30, 26 | +14 | 0.00% |
| Roble, Belko & Company, Inc | 12 | Jun 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 10 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| Silver Grove Financial Group, Inc. | 7 | Jun 30, 26 | +7 | 0.00% |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -22 | -- |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -2.83K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -1.89K | -- |
| CALTON & ASSOCIATES, INC. | -- | Jun 30, 26 | -5.62K | -- |
| Colonial Trust Co / SC | -- | Jun 30, 26 | -200 | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -890 | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -1.74K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -32 | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Jun 30, 26 | -78.53K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -260 | -- |
| First Bank & Trust | -- | Jun 30, 26 | -4.60K | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -48 | -- |
| American Trust | -- | Jun 30, 26 | -6.82K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -69.82K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -22.85K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -11.76K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -6 | -- |
| Calamos Advisors LLC | -- | Jun 30, 26 | -9.09K | -- |
| Oasis Advisors, LLC | -- | Jun 30, 26 | -45.66K | -- |
| Neuberger Berman Group LLC | -- | Jun 30, 26 | -18.21K | -- |
| Round Rock Advisors, LLC | -- | Jun 30, 26 | -2.38K | -- |
| Basepoint Wealth LLC | -- | Jun 30, 26 | -6 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -5.49K | -- |
| Silicon Valley Capital Partners | 111.09K | Mar 31, 26 | -178 | 0.10% |
| Sunbelt Securities, Inc. | 57.74K | Mar 31, 26 | -10.27K | 0.05% |
| CWM, LLC | 35.89K | Mar 31, 26 | +18.19K | 0.03% |
| U.S. Capital Wealth Advisors, LLC | 29.13K | Mar 31, 26 | +1.86K | 0.03% |
| Leo Wealth, LLC | 7.95K | Mar 31, 26 | -- | 0.01% |
| Jackson Hole Capital Partners, LLC | 5.78K | Mar 31, 26 | -- | 0.01% |
| Charter Oak Capital Management, LLC | 4.97K | Mar 31, 26 | -- | 0.00% |
| Pathfinder Wealth Consulting, Inc. | 3.40K | Mar 31, 26 | -50 | 0.00% |
| McIlrath & Eck, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| Red Tortoise LLC | -- | Mar 31, 26 | -1 | -- |
| CIBC Private Wealth Group, LLC | 18.68K | Dec 31, 25 | +1 | 0.02% |
| Dentgroup LLC | 15.18K | Dec 31, 25 | -929 | 0.01% |
| Vantage Financial Partners, LLC | 2.60K | Dec 31, 25 | -1.00K | 0.00% |
| COMERICA BANK | 402 | Dec 31, 25 | +81 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.82K | -- |
| Apexium Financial, LP | 22.06K | Sep 30, 25 | -172 | 0.02% |
| BRASS TAX WEALTH MANAGEMENT, INC | 15.41K | Sep 30, 25 | -1.43K | 0.01% |
| SYNOVUS FINANCIAL CORP | 4.55K | Sep 30, 25 | +1 | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 500 | Sep 30, 25 | -- | 0.00% |
| Stuart Chaussee & Associates, Inc. | 488 | Sep 30, 25 | -- | 0.00% |
| Pineridge Advisors LLC | -- | Sep 30, 25 | -57 | -- |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 87.42K | Jun 30, 25 | +87.42K | 0.08% |
| AVANTAX ADVISORY SERVICES, INC. | 16.91K | Jun 30, 25 | +6.74K | 0.02% |
| Congress Wealth Management LLC / DE / | 11.42K | Jun 30, 25 | -- | 0.01% |
| Summit X, LLC | 9.50K | Jun 30, 25 | -7.35K | 0.01% |
| PrairieView Partners, LLC | 255 | Jun 30, 25 | +255 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -48.42K | -- |
| Tyler-Stone Wealth Management | -- | Jun 30, 25 | -3.10K | -- |
| Iron Horse Wealth Management, LLC | -- | Jun 30, 25 | -407 | -- |
| Orion Portfolio Solutions, LLC | 26.67K | Mar 31, 25 | -78 | 0.02% |
| Lane & Associates LLC | 14.02K | Mar 31, 25 | +245 | 0.01% |
| Delta Financial Group, Inc. | 5.71K | Mar 31, 25 | -- | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 791 | Mar 31, 25 | +791 | 0.00% |
| Safeguard Financial, LLC | -- | Mar 31, 25 | -2.75K | -- |
| Private Portfolio Partners LLC | 4.12K | Dec 31, 24 | +5 | 0.00% |
| Cassady Schiller Wealth Management, LLC | 340 | Dec 31, 24 | -- | 0.00% |
| Divergent Wealth Advisors | 450.50K | Sep 30, 24 | -1.92K | 0.42% |
| Raymond James Financial Services Advisors, Inc. | 56.58K | Sep 30, 24 | +2.22K | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 30.03K | Sep 30, 24 | -59 | 0.03% |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 14.61K | Sep 30, 24 | -321.66K | 0.01% |
| Kowal Investment Group, LLC | 14.01K | Sep 30, 24 | +14.01K | 0.01% |
| RAYMOND JAMES TRUST N.A. | 2.83K | Sep 30, 24 | +2.83K | 0.00% |
| FinTrust Capital Advisors, LLC | 2.51K | Sep 30, 24 | -- | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 800 | Sep 30, 24 | +800 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 525 | Sep 30, 24 | -- | 0.00% |
| Syntrinsic LLC | 380 | Sep 30, 24 | -- | 0.00% |
| Halpern Financial, Inc. | 233 | Sep 30, 24 | -- | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 17.16K | Jun 30, 24 | +11.01K | 0.02% |
| Relative Value Partners Group, LLC | 4.08K | Jun 30, 24 | +4.08K | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 858 | Jun 30, 24 | -- | 0.00% |
| BlackRock Inc. | 170 | Jun 30, 24 | +170 | 0.00% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 293.56K | Mar 31, 24 | +27.57K | 0.27% |
| Cetera Advisor Networks LLC | 64.21K | Mar 31, 24 | -2.91K | 0.06% |
| Cetera Advisors LLC | 9.57K | Mar 31, 24 | +9.57K | 0.01% |
| Engrave Wealth Partners LLC | 10.25K | Dec 31, 23 | -1.98K | 0.01% |
| FOCUS FINANCIAL NETWORK INC /ADV | 5.16K | Dec 31, 23 | +5.16K | 0.00% |
| Simplicity Solutions, LLC | 3.92K | Dec 31, 23 | -171 | 0.00% |
| Baystate Wealth Management LLC | 867 | Dec 31, 23 | +2 | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.40K | Sep 30, 23 | -93 | 0.01% |
| V Wealth Advisors LLC | 4.12K | Sep 30, 23 | -2.00K | 0.00% |
| First Command Financial Services, Inc. | -- | Jun 30, 23 | -435 | -- |
| First Command Bank | -- | Jun 30, 23 | -435 | -- |
| Sargent Bickham Lagudis LLC | 1.00K | Dec 31, 22 | +1.00K | 0.00% |
| Capital Directions Investment Advisors, LLC | 880 | Dec 31, 22 | +880 | 0.00% |
| American Portfolios Advisors | 28.73K | Sep 30, 22 | -1.10K | 0.03% |
| 55I, LLC | 21.85K | Sep 30, 22 | +21.85K | 0.02% |
| Beaumont Financial Partners, LLC | 7.25K | Sep 30, 22 | -100 | 0.01% |
| B. Riley Wealth Management, Inc. | 36.23K | Jun 30, 22 | -91.34K | 0.03% |
| Pinnacle Private Wealth, LLC | 9.80K | Jun 30, 22 | -- | 0.01% |
| Private Capital Group, LLC | 550 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | 200 | Jun 30, 22 | -- | 0.00% |
| Freedman Financial Associates, Inc. | 1.95K | Mar 31, 22 | -- | 0.00% |
| KINGS POINT CAPITAL MANAGEMENT | 1.83K | Mar 31, 22 | -- | 0.00% |
| FundX Investment Group, LLC | 33.74K | Dec 31, 21 | +20.64K | 0.03% |
| NEXT Financial Group, Inc | 300 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 286 | Dec 31, 21 | -- | 0.00% |
| Freed Investment Group | 777.05K | Sep 30, 21 | +2.74K | 0.73% |
| Cardan Capital Partners, LLC | 130.73K | Sep 30, 21 | +1.28K | 0.12% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 16.68K | Sep 30, 21 | -840 | 0.02% |
| Ameritas Investment Company, LLC | 10.05K | Sep 30, 21 | -3.85K | 0.01% |
| Berman Capital Advisors, LLC | 200 | Sep 30, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | 70 | Sep 30, 21 | -- | 0.00% |
| Geier Asset Management, Inc. | 6.30K | Jun 30, 21 | +8 | 0.01% |
| 20/20 Capital Management, Inc. | 3.57K | Jun 30, 21 | +3.57K | 0.00% |
| Rikoon Group, LLC | 3.04K | Mar 31, 21 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 8.62K | Sep 30, 20 | -1.07K | 0.01% |
| Willingdon Wealth Management | 11 | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 50.97K | Dec 31, 19 | +12.77K | 0.05% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15.18K | Dec 31, 19 | -23 | 0.01% |
| Advisor Group, Inc. | 3.56K | Dec 31, 19 | +175 | 0.00% |
| BB&T SECURITIES, LLC | 1.01K | Sep 30, 19 | -14 | 0.00% |
| Questar Asset Management, Inc. | 4.09K | Dec 31, 18 | +4.09K | 0.00% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3.49K | Sep 30, 18 | -283 | 0.00% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -1.57K | -- |
| Commonwealth Equity Services, Inc | 32.08K | Jun 30, 17 | +9.10K | 0.03% |
| WFG Advisors, LP | 954 | Jun 30, 17 | +527 | 0.00% |
| MSI Financial Services Inc | 2.22K | Dec 31, 16 | +763 | 0.00% |
| ITS Asset Management, L.P. | 14.78K | Sep 30, 16 | +14.78K | 0.01% |
| SOCIETE GENERALE | 2.13K | Jun 30, 16 | +2.13K | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -80 | -- |
| UBS AG | 2.02K | Sep 30, 14 | -1.26K | 0.00% |
| Wilmington Trust, National Association | 1.71K | Jun 30, 14 | -- | 0.00% |
| STIFEL NICOLAUS & CO INC \MO\ | 2.01K | Sep 30, 13 | -1.83K | 0.00% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -1.85K | -- |