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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 |
|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 263.29K | Sep 30, 26 | -2.67K | 0.15% |
| CapWealth Advisors, LLC | 5.00K | Sep 30, 26 | -- | 0.00% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.99K | Sep 30, 26 | -- | 0.00% |
| Versant Capital Management, Inc | 570 | Sep 30, 26 | +2 | 0.00% |
| Noble Wealth Management PBC | 300 | Sep 30, 26 | -480 | 0.00% |
| CX Institutional | 157 | Sep 30, 26 | -- | 0.00% |
| BANK OF AMERICA CORP /DE/ | 10.91M | Jun 30, 26 | -189.85K | 6.23% |
| AMERIPRISE FINANCIAL INC | 7.91M | Jun 30, 26 | +316.10K | 4.51% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.85M | Jun 30, 26 | -250.95K | 2.76% |
| ENVESTNET ASSET MANAGEMENT INC | 4.79M | Jun 30, 26 | -40.42K | 2.73% |
| Waverly Advisors, LLC | 3.58M | Jun 30, 26 | -82.04K | 2.04% |
| Mariner, LLC | 3.03M | Jun 30, 26 | +44.52K | 1.73% |
| LPL Financial LLC | 3.00M | Jun 30, 26 | +200.99K | 1.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.72M | Jun 30, 26 | +181.35K | 1.55% |
| WELLS FARGO & COMPANY/MN | 2.24M | Jun 30, 26 | +186.90K | 1.28% |
| D.A. DAVIDSON & CO. | 2.18M | Jun 30, 26 | +66.57K | 1.24% |
| MORGAN STANLEY | 2.13M | Jun 30, 26 | +6.88K | 1.22% |
| Arbor Investment Advisors, LLC | 2.05M | Jun 30, 26 | +26.07K | 1.17% |
| Linscomb & Williams, Inc. | 1.93M | Jun 30, 26 | -45.78K | 1.10% |
| CI INVESTMENTS INC. | 1.59M | Jun 30, 26 | +1.59M | 0.91% |
| Colony Group, LLC | 1.59M | Jun 30, 26 | -116.11K | 0.91% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.58M | Jun 30, 26 | -352.13K | 0.90% |
| Berman McAleer LLC | 1.56M | Jun 30, 26 | -12.56K | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 1.54M | Jun 30, 26 | +35.97K | 0.88% |
| Invesco Ltd. | 1.48M | Jun 30, 26 | -1.60M | 0.85% |
| Pinnacle Financial Partners, Inc. | 1.28M | Jun 30, 26 | +17.68K | 0.73% |
| ROYAL BANK OF CANADA | 1.23M | Jun 30, 26 | -1.05K | 0.70% |
| Larson Financial Group LLC | 1.12M | Jun 30, 26 | +101.51K | 0.64% |
| RFG Advisory, LLC | 1.10M | Jun 30, 26 | -34.25K | 0.63% |
| Cetera Investment Advisers | 971.33K | Jun 30, 26 | +22.44K | 0.55% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 910.61K | Jun 30, 26 | -21.51K | 0.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 882.85K | Jun 30, 26 | +60.80K | 0.50% |
| Garrett Wealth Advisory Group, LLC | 805.23K | Jun 30, 26 | +9.19K | 0.46% |
| UBS Group AG | 780.83K | Jun 30, 26 | -5.94K | 0.45% |
| AlphaCore Capital LLC | 767.47K | Jun 30, 26 | -41.32K | 0.44% |
| GRIMES & COMPANY, INC. | 745.96K | Jun 30, 26 | -15.68K | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 715.21K | Jun 30, 26 | +57.52K | 0.41% |
| Penserra Capital Management LLC | 714.11K | Jun 30, 26 | +172.72K | 0.41% |
| Equitable Holdings, Inc. | 668.64K | Jun 30, 26 | +11.87K | 0.38% |
| Pinnacle Financial Group, LLC / IL | 665.07K | Jun 30, 26 | -3.20K | 0.38% |
| ROTHSCHILD INVESTMENT LLC | 656.48K | Jun 30, 26 | +13.47K | 0.37% |
| WCG Wealth Advisors LLC | 622.01K | Jun 30, 26 | +546.05K | 0.35% |
| Klingman & Associates, LLC | 614.15K | Jun 30, 26 | -3.99K | 0.35% |
| HighTower Advisors, LLC | 605.72K | Jun 30, 26 | +18.70K | 0.35% |
| Charter Capital Management, LLC\DE | 604.49K | Jun 30, 26 | +9.33K | 0.34% |
| JPMORGAN CHASE & CO | 601.65K | Jun 30, 26 | -22.35K | 0.34% |
| CI Private Wealth, LLC | 582.98K | Jun 30, 26 | -175.91K | 0.33% |
| Charles Schwab Trust Co | 577.47K | Jun 30, 26 | -59.99K | 0.33% |
| SAXON INTERESTS, INC. | 575.36K | Jun 30, 26 | +71.73K | 0.33% |
| Boulder Wealth Advisors, LLC | 565.25K | Jun 30, 26 | +14.90K | 0.32% |
| TRUIST FINANCIAL CORP | 549.42K | Jun 30, 26 | -4.21K | 0.31% |
| BOYUM WEALTH ARCHITECTS LLC | 535.65K | Jun 30, 26 | +17.43K | 0.31% |
| NATIONAL BANK OF CANADA /FI/ | 526.03K | Jun 30, 26 | -5.82K | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 524.79K | Jun 30, 26 | +120.76K | 0.30% |
| Pathstone Holdings, LLC | 518.81K | Jun 30, 26 | -15.39K | 0.30% |
| Cambridge Investment Research Advisors, Inc. | 517.85K | Jun 30, 26 | +21.49K | 0.30% |
| Wharton Business Group, LLC | 495.03K | Jun 30, 26 | -- | 0.28% |
| FORVIS Wealth Advisors, LLC | 474.26K | Jun 30, 26 | -32.83K | 0.27% |
| Breakwater Capital Group | 446.06K | Jun 30, 26 | -3.81K | 0.25% |
| Pettinga Financial Advisors, LLC | 429.19K | Jun 30, 26 | +847 | 0.24% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 427.69K | Jun 30, 26 | +3.00K | 0.24% |
| Cornerstone Wealth Management, LLC | 399.52K | Jun 30, 26 | +55.59K | 0.23% |
| Pensionmark Financial Group, LLC | 398.06K | Jun 30, 26 | -- | 0.23% |
| Allworth Financial LP | 371.63K | Jun 30, 26 | -9.07K | 0.21% |
| CAPTRUST FINANCIAL ADVISORS | 362.65K | Jun 30, 26 | -129.61K | 0.21% |
| Montz Harcus Wealth Management LLC | 344.75K | Jun 30, 26 | +12.81K | 0.20% |
| MERCER GLOBAL ADVISORS INC /ADV | 327.81K | Jun 30, 26 | +29.84K | 0.19% |
| Steward Partners Investment Advisory, LLC | 324.37K | Jun 30, 26 | +3.26K | 0.19% |
| Ted Buchan & Co | 321.77K | Jun 30, 26 | -3.27K | 0.18% |
| Baker Ellis Asset Management LLC | 315.80K | Jun 30, 26 | -2.92K | 0.18% |
| Clear Harbor Asset Management, LLC | 315.38K | Jun 30, 26 | +83 | 0.18% |
| JONES FINANCIAL COMPANIES LLLP | 312.31K | Jun 30, 26 | +58.25K | 0.18% |
| NFP Retirement, Inc. | 307.68K | Jun 30, 26 | -10.23K | 0.18% |
| Creative Planning | 296.64K | Jun 30, 26 | +21.86K | 0.17% |
| Essex Financial Services, Inc. | 278.29K | Jun 30, 26 | +2.45K | 0.16% |
| Wood Tarver Financial Group, LLC | 272.08K | Jun 30, 26 | +14.26K | 0.16% |
| GLENMEDE TRUST CO NA | 271.47K | Jun 30, 26 | -13.28K | 0.15% |
| Quantinno Capital Management LP | 261.67K | Jun 30, 26 | +48.10K | 0.15% |
| Wealthspire Advisors, LLC | 259.97K | Jun 30, 26 | +39.25K | 0.15% |
| Compass Financial Group, Inc. | 259.74K | Jun 30, 26 | -2.45K | 0.15% |
| Vestmark Advisory Solutions, Inc. | 259.06K | Jun 30, 26 | -6.51K | 0.15% |
| FMR LLC | 237.12K | Jun 30, 26 | +413 | 0.14% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 235.40K | Jun 30, 26 | -1.04K | 0.13% |
| Rodgers & Associates, LTD | 229.44K | Jun 30, 26 | -4.26K | 0.13% |
| IEQ CAPITAL, LLC | 228.57K | Jun 30, 26 | +23 | 0.13% |
| JNBA Financial Advisors | 210.94K | Jun 30, 26 | -7.70K | 0.12% |
| Trinity Legacy Partners, LLC | 210.58K | Jun 30, 26 | -10.50K | 0.12% |
| Bouvel Investment Partners, LLC | 204.07K | Jun 30, 26 | +5.77K | 0.12% |
| Perigon Wealth Management, LLC | 199.28K | Jun 30, 26 | +2.52K | 0.11% |
| Cerity Partners LLC | 195.39K | Jun 30, 26 | -3.46K | 0.11% |
| Arlington Financial Advisors, LLC | 190.59K | Jun 30, 26 | -1.31K | 0.11% |
| WIMMER ASSOCIATES 1, LLC | 189.78K | Jun 30, 26 | +19.22K | 0.11% |
| Woodside Wealth Management LLC | 175.16K | Jun 30, 26 | +755 | 0.10% |
| BLAIR WILLIAM & CO/IL | 173.88K | Jun 30, 26 | +20.14K | 0.10% |
| Marion Wealth Management | 171.95K | Jun 30, 26 | +985 | 0.10% |
| Federation des caisses Desjardins du Quebec | 170.69K | Jun 30, 26 | +30.07K | 0.10% |
| Resonant Capital Advisors, LLC | 170.21K | Jun 30, 26 | -- | 0.10% |
| FIFTH THIRD BANCORP | 167.88K | Jun 30, 26 | +29.88K | 0.10% |
| MML INVESTORS SERVICES, LLC | 164.94K | Jun 30, 26 | +7.80K | 0.09% |
| Arkadios Wealth Advisors | 152.69K | Jun 30, 26 | -4.10K | 0.09% |
| GOLDMAN SACHS GROUP INC | 149.37K | Jun 30, 26 | +96.74K | 0.09% |
| Prosperity Consulting Group, LLC | 148.12K | Jun 30, 26 | -618 | 0.08% |
| Janney Montgomery Scott LLC | 146.48K | Jun 30, 26 | +8.20K | 0.08% |
| Three Bridge Wealth Advisors, LLC | 143.41K | Jun 30, 26 | +1.86K | 0.08% |
| Baird Financial Group, Inc. | 142.00K | Jun 30, 26 | -692 | 0.08% |
| Ellevest, Inc. | 140.35K | Jun 30, 26 | +853 | 0.08% |
| Johnson & White Wealth Management, LLC | 136.62K | Jun 30, 26 | +888 | 0.08% |
| Intelligence Driven Advisers, LLC | 135.58K | Jun 30, 26 | -2.78K | 0.08% |
| Creative Capital Management Investments LLC | 134.16K | Jun 30, 26 | -215 | 0.08% |
| Avidian Wealth Solutions, LLC | 131.50K | Jun 30, 26 | +2.84K | 0.08% |
| Lido Advisors, LLC | 131.12K | Jun 30, 26 | -7.00K | 0.07% |
| Journey Advisory Group, LLC | 130.77K | Jun 30, 26 | -4.62K | 0.07% |
| Mowery & Schoenfeld Wealth Management, LLC | 129.11K | Jun 30, 26 | +23.58K | 0.07% |
| Rockefeller Capital Management L.P. | 125.89K | Jun 30, 26 | -7.16K | 0.07% |
| MAI Capital Management | 125.52K | Jun 30, 26 | +16.03K | 0.07% |
| Cornerstone Advisory, LLC | 122.81K | Jun 30, 26 | -3.75K | 0.07% |
| CIDEL ASSET MANAGEMENT INC | 118.13K | Jun 30, 26 | +2.21K | 0.07% |
| Hirtle Callaghan & Co LLC | 116.69K | Jun 30, 26 | -- | 0.07% |
| STIFEL FINANCIAL CORP | 114.44K | Jun 30, 26 | +11.61K | 0.07% |
| KEYBANK NATIONAL ASSOCIATION/OH | 112.07K | Jun 30, 26 | +9.22K | 0.06% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 108.67K | Jun 30, 26 | -449 | 0.06% |
| New England Private Wealth Advisors LLC | 103.93K | Jun 30, 26 | +2 | 0.06% |
| Laurel Wealth Advisors LLC | 100.58K | Jun 30, 26 | -645 | 0.06% |
| Unique Wealth Strategies, LLC | 99.83K | Jun 30, 26 | +24.94K | 0.06% |
| Crusonia Wealth Advisors LLC | 99.56K | Jun 30, 26 | -1.57K | 0.06% |
| PRECEDENT WEALTH PARTNERS, LLC | 95.88K | Jun 30, 26 | -4.26K | 0.05% |
| Curry Webb Wealth Management LLC | 89.59K | Jun 30, 26 | -4.99K | 0.05% |
| NORTHERN TRUST CORP | 87.38K | Jun 30, 26 | -- | 0.05% |
| H&H Retirement Design & Management INC | 86.41K | Jun 30, 26 | +3.48K | 0.05% |
| Rollins Financial Advisors, LLC | 83.22K | Jun 30, 26 | +720 | 0.05% |
| Legacy Private Trust Co. | 78.52K | Jun 30, 26 | -349 | 0.04% |
| Modern Wealth Management, LLC | 78.41K | Jun 30, 26 | -159 | 0.04% |
| PEAPACK GLADSTONE FINANCIAL CORP | 78.10K | Jun 30, 26 | -200 | 0.04% |
| Kestra Advisory Services, LLC | 77.33K | Jun 30, 26 | -907 | 0.04% |
| Yoder Wealth Management, Inc. | 76.13K | Jun 30, 26 | -650 | 0.04% |
| Jacobi Capital Management LLC | 74.92K | Jun 30, 26 | +4.44K | 0.04% |
| CENTRAL TRUST Co | 74.39K | Jun 30, 26 | -635 | 0.04% |
| FORTERIS WEALTH MANAGEMENT INC. | 70.02K | Jun 30, 26 | -2.36K | 0.04% |
| KWB Wealth | 69.63K | Jun 30, 26 | -10.52K | 0.04% |
| Wealthfront Advisers LLC | 66.38K | Jun 30, 26 | +3.14K | 0.04% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 66.38K | Jun 30, 26 | +186 | 0.04% |
| Cresset Asset Management, LLC | 66.25K | Jun 30, 26 | +36.33K | 0.04% |
| FDx Advisors, Inc. | 63.22K | Jun 30, 26 | -1.31K | 0.04% |
| SIGMA INVESTMENT COUNSELORS INC | 62.38K | Jun 30, 26 | -200 | 0.04% |
| Security Financial Services, INC. | 61.73K | Jun 30, 26 | -322 | 0.04% |
| US BANCORP \DE\ | 60.55K | Jun 30, 26 | +3.30K | 0.03% |
| Institute for Wealth Management, LLC. | 59.45K | Jun 30, 26 | +1 | 0.03% |
| Smith, Salley & Associates | 59.30K | Jun 30, 26 | -- | 0.03% |
| CITADEL ADVISORS LLC | 59.04K | Jun 30, 26 | +12.72K | 0.03% |
| WFA of San Diego, LLC | 58.63K | Jun 30, 26 | -7.29K | 0.03% |
| Northwest Bancshares, Inc. | 56.81K | Jun 30, 26 | -58 | 0.03% |
| Beacon Pointe Advisors, LLC | 56.78K | Jun 30, 26 | +18 | 0.03% |
| Certified Advisory Corp | 56.02K | Jun 30, 26 | +2.79K | 0.03% |
| JFS WEALTH ADVISORS, LLC | 55.10K | Jun 30, 26 | +4.25K | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 54.31K | Jun 30, 26 | -19 | 0.03% |
| Bell Investment Advisors, Inc | 49.53K | Jun 30, 26 | -73 | 0.03% |
| SigFig Wealth Management, LLC | 48.68K | Jun 30, 26 | -2.91K | 0.03% |
| Sigma Planning Corp | 48.45K | Jun 30, 26 | -706 | 0.03% |
| GREAT LAKES ADVISORS, LLC | 46.51K | Jun 30, 26 | -3 | 0.03% |
| BlackRock, Inc. | 46.46K | Jun 30, 26 | +23.50K | 0.03% |
| SHEETS SMITH WEALTH MANAGEMENT | 44.88K | Jun 30, 26 | -26 | 0.03% |
| Merit Financial Group, LLC | 44.62K | Jun 30, 26 | -104 | 0.03% |
| Financial Engines Advisors L.L.C. | 44.59K | Jun 30, 26 | +15 | 0.03% |
| HB Wealth Management, LLC | 43.58K | Jun 30, 26 | +7.59K | 0.02% |
| Buckingham Strategic Partners | 43.27K | Jun 30, 26 | +2.65K | 0.02% |
| Integrated Wealth Concepts LLC | 42.62K | Jun 30, 26 | +10.33K | 0.02% |
| Savant Capital, LLC | 41.34K | Jun 30, 26 | +8.34K | 0.02% |
| Sequoia Financial Advisors, LLC | 40.19K | Jun 30, 26 | -97 | 0.02% |
| McNamara Financial Services, Inc. | 39.76K | Jun 30, 26 | -1.33K | 0.02% |
| MLG Wealth Management DBA Pine Grove Financial Group | 39.25K | Jun 30, 26 | -1.18K | 0.02% |
| Navigate Wealth Management, LLC | 38.54K | Jun 30, 26 | +2 | 0.02% |
| Private Advisor Group, LLC | 38.47K | Jun 30, 26 | +12.30K | 0.02% |
| EP Wealth Advisors, LLC | 37.37K | Jun 30, 26 | +3.27K | 0.02% |
| Farther Finance Advisors, LLC | 37.30K | Jun 30, 26 | +3.89K | 0.02% |
| NOVARE CAPITAL MANAGEMENT LLC | 37.27K | Jun 30, 26 | +2 | 0.02% |
| Independent Advisor Alliance | 35.82K | Jun 30, 26 | -57.95K | 0.02% |
| West Financial Advisors, LLC | 35.72K | Jun 30, 26 | -67 | 0.02% |
| Verum Partners LLC | 35.39K | Jun 30, 26 | +51 | 0.02% |
| Modera Wealth Management, LLC | 35.12K | Jun 30, 26 | -1.69K | 0.02% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 34.89K | Jun 30, 26 | -- | 0.02% |
| Mount Yale Investment Advisors, LLC | 34.74K | Jun 30, 26 | +22.33K | 0.02% |
| Rather & Kittrell, Inc. | 34.46K | Jun 30, 26 | -- | 0.02% |
| Plante Moran Financial Advisors, LLC | 33.04K | Jun 30, 26 | -192 | 0.02% |
| Bragg Financial Advisors, Inc | 32.71K | Jun 30, 26 | -622 | 0.02% |
| Stratos Wealth Partners, LTD. | 32.66K | Jun 30, 26 | +362 | 0.02% |
| Ballentine Partners, LLC | 32.48K | Jun 30, 26 | -10.71K | 0.02% |
| GATEWAY INVESTMENT ADVISERS LLC | 32.05K | Jun 30, 26 | +32.05K | 0.02% |
| Resources Investment Advisors, LLC. | 31.30K | Jun 30, 26 | +32 | 0.02% |
| OMNI 360 Wealth, Inc. | 31.19K | Jun 30, 26 | +1.02K | 0.02% |
| Avantax Planning Partners, Inc. | 31.03K | Jun 30, 26 | -- | 0.02% |
| Diversified Portfolios, Inc. | 30.82K | Jun 30, 26 | -- | 0.02% |
| Glen Eagle Advisors, LLC | 30.72K | Jun 30, 26 | -1.00K | 0.02% |
| Principle Wealth Partners LLC | 30.57K | Jun 30, 26 | -- | 0.02% |
| Summit Financial, LLC | 30.40K | Jun 30, 26 | +380 | 0.02% |
| Fairman Group, LLC | 30.39K | Jun 30, 26 | -137 | 0.02% |
| NewEdge Advisors, LLC | 30.24K | Jun 30, 26 | -492 | 0.02% |
| Detalus Advisors, LLC | 29.81K | Jun 30, 26 | -22 | 0.02% |
| Sterling Financial Planning, Inc. | 29.32K | Jun 30, 26 | -1.16K | 0.02% |
| Diversified Trust Co | 29.28K | Jun 30, 26 | -- | 0.02% |
| Vise Technologies, Inc. | 28.80K | Jun 30, 26 | +9.57K | 0.02% |
| Williams & Novak, LLC | 28.62K | Jun 30, 26 | +22.71K | 0.02% |
| Addison Advisors LLC | 28.60K | Jun 30, 26 | -2.71K | 0.02% |
| WEALTHSPAN PARTNERS, LLC | 27.76K | Jun 30, 26 | +183 | 0.02% |
| CIBC Bancorp USA Inc. | 27.67K | Jun 30, 26 | -458 | 0.02% |
| Cambria Investment Management, L.P. | 27.53K | Jun 30, 26 | +2.10K | 0.02% |
| Empowered Funds, LLC | 27.53K | Jun 30, 26 | +2.10K | 0.02% |
| Whipplewood Advisors, LLC | 27.48K | Jun 30, 26 | -4.10K | 0.02% |
| Colorado Capital Management, Inc. | 27.05K | Jun 30, 26 | -- | 0.02% |
| Allen Capital Group, LLC | 26.91K | Jun 30, 26 | +857 | 0.02% |
| Sylvest Advisors, LLC | 26.23K | Jun 30, 26 | +15.34K | 0.01% |
| Dorsey & Whitney Trust CO LLC | 26.15K | Jun 30, 26 | -- | 0.01% |
| Sovereign Financial Group, Inc. | 26.02K | Jun 30, 26 | +3.60K | 0.01% |
| Intrua Financial, LLC | 25.66K | Jun 30, 26 | +525 | 0.01% |
| Western Wealth Management, LLC | 25.20K | Jun 30, 26 | +773 | 0.01% |
| Neuberger Berman Group LLC | 25.12K | Jun 30, 26 | +482 | 0.01% |
| AIMZ Investment Advisors, LLC | 25.00K | Jun 30, 26 | -- | 0.01% |
| EnRich Financial Partners LLC | 24.64K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 24.30K | Jun 30, 26 | +442 | 0.01% |
| Austin Asset Management Co Inc | 24.27K | Jun 30, 26 | -- | 0.01% |
| Austin Wealth Management, LLC | 24.23K | Jun 30, 26 | -2 | 0.01% |
| FARMERS & MERCHANTS INVESTMENTS INC | 23.83K | Jun 30, 26 | -- | 0.01% |
| Virtus Family Office LLC | 23.81K | Jun 30, 26 | -1.84K | 0.01% |
| Ancora Advisors, LLC | 23.68K | Jun 30, 26 | -- | 0.01% |
| BRIGHTON JONES LLC | 23.44K | Jun 30, 26 | -45 | 0.01% |
| WealthPlan Investment Management, LLC | 23.37K | Jun 30, 26 | -- | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 23.18K | Jun 30, 26 | +3.53K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 22.38K | Jun 30, 26 | -5.93K | 0.01% |
| HUNTINGTON NATIONAL BANK | 22.29K | Jun 30, 26 | +644 | 0.01% |
| Kaydan Wealth Management, Inc. | 21.50K | Jun 30, 26 | -- | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 20.59K | Jun 30, 26 | +10.44K | 0.01% |
| Bernicke Wealth Management, Ltd. | 20.44K | Jun 30, 26 | -- | 0.01% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 20.39K | Jun 30, 26 | -741 | 0.01% |
| Summit Place Financial Advisors, LLC | 20.00K | Jun 30, 26 | -- | 0.01% |
| REGIONS FINANCIAL CORP | 19.82K | Jun 30, 26 | -24 | 0.01% |
| Center for Financial Planning, Inc. | 19.52K | Jun 30, 26 | -102 | 0.01% |
| Blake Schutter Theil Wealth Advisors, LLC | 19.01K | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisors, LLC | 18.92K | Jun 30, 26 | -104 | 0.01% |
| CIBC WORLD MARKET INC. | 18.91K | Jun 30, 26 | +707 | 0.01% |
| Gladstone Institutional Advisory LLC | 18.75K | Jun 30, 26 | -24 | 0.01% |
| Almanack Investment Partners, LLC. | 18.53K | Jun 30, 26 | -- | 0.01% |
| Nuveen, LLC | 18.37K | Jun 30, 26 | +18.37K | 0.01% |
| BANK OF MONTREAL /CAN/ | 17.93K | Jun 30, 26 | -340 | 0.01% |
| OPPENHEIMER & CO INC | 17.89K | Jun 30, 26 | +1.74K | 0.01% |
| Cooper Financial Group | 17.85K | Jun 30, 26 | -- | 0.01% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 17.75K | Jun 30, 26 | -50 | 0.01% |
| CHOREO, LLC | 17.34K | Jun 30, 26 | -- | 0.01% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.98K | Jun 30, 26 | +3 | 0.01% |
| DAVIDSON TRUST CO | 16.71K | Jun 30, 26 | -199 | 0.01% |
| CHAPMAN FINANCIAL GROUP, LLC | 16.60K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 16.52K | Jun 30, 26 | +610 | 0.01% |
| Evergreen Wealth Solutions, LLC | 15.90K | Jun 30, 26 | +15.90K | 0.01% |
| Harbor Asset Planning, Inc. | 15.74K | Jun 30, 26 | +51 | 0.01% |
| NATIXIS ADVISORS, L.P. | 15.70K | Jun 30, 26 | +846 | 0.01% |
| Evercore Wealth Management, LLC | 15.47K | Jun 30, 26 | -- | 0.01% |
| Discipline Wealth Solutions, LLC | 15.25K | Jun 30, 26 | -- | 0.01% |
| Quadcap Wealth Management, LLC | 15.00K | Jun 30, 26 | -- | 0.01% |
| GSG Advisors LLC | 15.00K | Jun 30, 26 | +38 | 0.01% |
| Perennial Investment Advisors, LLC | 14.72K | Jun 30, 26 | -483 | 0.01% |
| MCF Advisors LLC | 14.70K | Jun 30, 26 | +13.99K | 0.01% |
| BROWN ADVISORY INC | 14.59K | Jun 30, 26 | -83 | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 14.58K | Jun 30, 26 | -3.73K | 0.01% |
| SC&H Financial Advisors, Inc. | 14.45K | Jun 30, 26 | +18 | 0.01% |
| Integrated Advisors Network LLC | 14.28K | Jun 30, 26 | +3.91K | 0.01% |
| Firestone Capital Management | 14.26K | Jun 30, 26 | -- | 0.01% |
| Legacy Financial Group LLC | 14.23K | Jun 30, 26 | -- | 0.01% |
| Fortitude Family Office, LLC | 14.19K | Jun 30, 26 | -165 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 13.26K | Jun 30, 26 | +426 | 0.01% |
| CATALYST FINANCIAL PARTNERS LLC | 13.25K | Jun 30, 26 | -4.30K | 0.01% |
| Chicago Partners Investment Group LLC | 13.24K | Jun 30, 26 | +931 | 0.01% |
| WEST BANCORPORATION INC | 12.94K | Jun 30, 26 | -- | 0.01% |
| Trust Co of the South | 12.65K | Jun 30, 26 | -- | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12.39K | Jun 30, 26 | +5.54K | 0.01% |
| Essex Savings Bank | 12.39K | Jun 30, 26 | -- | 0.01% |
| Abacus Wealth Partners, LLC | 12.22K | Jun 30, 26 | -1.02K | 0.01% |
| Capital Investment Advisory Services, LLC | 12.21K | Jun 30, 26 | +886 | 0.01% |
| Financial Services Advisory Inc | 12.19K | Jun 30, 26 | +12.19K | 0.01% |
| VestGen Advisors, LLC | 12.15K | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 12.05K | Jun 30, 26 | +2.50K | 0.01% |
| Choate Investment Advisors | 12.00K | Jun 30, 26 | -- | 0.01% |
| Aprio Wealth Management, LLC | 11.96K | Jun 30, 26 | +4 | 0.01% |
| STAGE HARBOR FINANCIAL, LLC | 11.85K | Jun 30, 26 | -- | 0.01% |
| Sovran Advisors, LLC | 11.79K | Jun 30, 26 | -559 | 0.01% |
| Revolve Wealth Partners, LLC | 11.78K | Jun 30, 26 | -- | 0.01% |
| Koshinski Asset Management, Inc. | 11.53K | Jun 30, 26 | +472 | 0.01% |
| Gateway Wealth Partners, LLC | 11.53K | Jun 30, 26 | -23.11K | 0.01% |
| Clearstead Advisors, LLC | 11.38K | Jun 30, 26 | -612 | 0.01% |
| Confluence Wealth Services, Inc. | 11.31K | Jun 30, 26 | +6 | 0.01% |
| CoreCap Advisors, LLC | 11.13K | Jun 30, 26 | +76 | 0.01% |
| LJI Wealth Management, LLC | 11.00K | Jun 30, 26 | +11.00K | 0.01% |
| Estate Counselors, LLC | 10.97K | Jun 30, 26 | +4.03K | 0.01% |
| Diversified Enterprises, LLC | 10.94K | Jun 30, 26 | -99 | 0.01% |
| 1900 WEALTH MANAGEMENT LLC | 10.91K | Jun 30, 26 | -- | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 10.89K | Jun 30, 26 | +10.89K | 0.01% |
| Connecticut Wealth Management, LLC | 10.87K | Jun 30, 26 | -- | 0.01% |
| Morling Financial Advisors, LLC | 10.82K | Jun 30, 26 | -- | 0.01% |
| Solitude Financial Services | 10.75K | Jun 30, 26 | -- | 0.01% |
| Fund Evaluation Group, LLC | 10.70K | Jun 30, 26 | -1.43K | 0.01% |
| RIA Advisory Group LLC | 10.23K | Jun 30, 26 | -414 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10.19K | Jun 30, 26 | -213 | 0.01% |
| AssuredPartners Investment Advisors, LLC | 10.16K | Jun 30, 26 | +31 | 0.01% |
| FOSTER & MOTLEY INC | 10.14K | Jun 30, 26 | -339 | 0.01% |
| Echo Wealth Management, LLC | 10.09K | Jun 30, 26 | -351 | 0.01% |
| Parallel Advisors, LLC | 10.05K | Jun 30, 26 | -- | 0.01% |
| TRUEFG, LLC | 10.02K | Jun 30, 26 | -- | 0.01% |
| CRA Financial Services, LLC | 9.96K | Jun 30, 26 | -250 | 0.01% |
| SIMON QUICK ADVISORS, LLC | 9.90K | Jun 30, 26 | +30 | 0.01% |
| ASSETMARK, INC | 9.88K | Jun 30, 26 | +1.93K | 0.01% |
| Glassman Wealth Services | 9.73K | Jun 30, 26 | +834 | 0.01% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 9.70K | Jun 30, 26 | -3.70K | 0.01% |
| MATHER GROUP, LLC. | 9.63K | Jun 30, 26 | -- | 0.01% |
| Keel Point, LLC | 9.58K | Jun 30, 26 | -6.45K | 0.01% |
| Spire Wealth Management | 9.56K | Jun 30, 26 | -93 | 0.01% |
| Principia Wealth Advisory, LLC | 9.56K | Jun 30, 26 | -14 | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | 9.42K | Jun 30, 26 | -1.61K | 0.01% |
| WEATHERLY ASSET MANAGEMENT L. P. | 9.31K | Jun 30, 26 | -- | 0.01% |
| Sightline Wealth Advisors, LLC | 9.29K | Jun 30, 26 | +30 | 0.01% |
| Welch Group, LLC | 9.29K | Jun 30, 26 | -71 | 0.01% |
| Root Financial Partners, LLC | 9.22K | Jun 30, 26 | +225 | 0.01% |
| Plancorp, LLC | 9.17K | Jun 30, 26 | -- | 0.01% |
| Trailhead Planners LLC | 9.09K | Jun 30, 26 | -- | 0.01% |
| Blue Fin Capital, Inc. | 8.88K | Jun 30, 26 | -- | 0.01% |
| D. E. Shaw & Co., Inc. | 8.88K | Jun 30, 26 | +8.88K | 0.01% |
| Freestone Capital Holdings, LLC | 8.87K | Jun 30, 26 | -- | 0.01% |
| Roundview Capital LLC | 8.87K | Jun 30, 26 | -250 | 0.01% |
| Summit Financial Strategies, Inc. | 8.86K | Jun 30, 26 | -- | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 8.80K | Jun 30, 26 | -- | 0.01% |
| HighPoint Advisor Group LLC | 8.69K | Jun 30, 26 | +1.79K | 0.00% |
| KCM INVESTMENT ADVISORS LLC | 8.56K | Jun 30, 26 | -- | 0.00% |
| NWK Group, Inc. | 8.50K | Jun 30, 26 | -- | 0.00% |
| Elmwood Wealth Management, Inc. | 8.44K | Jun 30, 26 | -- | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.44K | Jun 30, 26 | +25 | 0.00% |
| Beckerman Institutional, LLC | 8.43K | Jun 30, 26 | -1.61K | 0.00% |
| Intellus Advisors LLC | 8.40K | Jun 30, 26 | -- | 0.00% |
| Claro Advisors LLC | 8.21K | Jun 30, 26 | -- | 0.00% |
| SCS Capital Management LLC | 8.11K | Jun 30, 26 | +27 | 0.00% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 8.00K | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 8.00K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 7.92K | Jun 30, 26 | +691 | 0.00% |
| Qube Research & Technologies Ltd | 7.91K | Jun 30, 26 | +4.98K | 0.00% |
| Syverson Strege & Co | 7.83K | Jun 30, 26 | -968 | 0.00% |
| First Nebraska Trust Co | 7.82K | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 7.81K | Jun 30, 26 | -8 | 0.00% |
| XTX Topco Ltd | 7.80K | Jun 30, 26 | +7.80K | 0.00% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7.74K | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 7.69K | Jun 30, 26 | +25 | 0.00% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 7.55K | Jun 30, 26 | -295 | 0.00% |
| Opus Financial Solutions LLC | 7.48K | Jun 30, 26 | -- | 0.00% |
| JMG Financial Group, Ltd. | 7.44K | Jun 30, 26 | +7.44K | 0.00% |
| NOVEM GROUP | 7.42K | Jun 30, 26 | -- | 0.00% |
| Empower Advisory Group, LLC | 7.41K | Jun 30, 26 | -407 | 0.00% |
| Global Assets Advisory, LLC | 7.35K | Jun 30, 26 | -- | 0.00% |
| First Pacific Financial | 7.20K | Jun 30, 26 | +6.98K | 0.00% |
| Soundwatch Capital LLC | 7.18K | Jun 30, 26 | +330 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 6.99K | Jun 30, 26 | -- | 0.00% |
| Trek Financial, LLC | 6.96K | Jun 30, 26 | -- | 0.00% |
| Valeo Financial Advisors, LLC | 6.89K | Jun 30, 26 | -- | 0.00% |
| Diversify Advisory Services, LLC | 6.88K | Jun 30, 26 | +6.88K | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6.88K | Jun 30, 26 | +819 | 0.00% |
| FLOW TRADERS U.S. LLC | 6.88K | Jun 30, 26 | +6.88K | 0.00% |
| Busey Wealth Management | 6.79K | Jun 30, 26 | -- | 0.00% |
| Haverford Trust Co | 6.73K | Jun 30, 26 | -206 | 0.00% |
| SageView Advisory Group, LLC | 6.69K | Jun 30, 26 | +7 | 0.00% |
| Clarity Wealth Advisors, LLC | 6.68K | Jun 30, 26 | -58 | 0.00% |
| Sanctuary Advisors, LLC | 6.63K | Jun 30, 26 | +1.05K | 0.00% |
| Texas Capital Bank Wealth Management Services Inc | 6.62K | Jun 30, 26 | -- | 0.00% |
| Carnegie Capital Asset Management, LLC | 6.53K | Jun 30, 26 | -- | 0.00% |
| Financial Alternatives, Inc | 6.52K | Jun 30, 26 | +42 | 0.00% |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 6.51K | Jun 30, 26 | -- | 0.00% |
| Diesslin Group, Inc. | 6.49K | Jun 30, 26 | +6.49K | 0.00% |
| SCOTIA CAPITAL INC. | 6.43K | Jun 30, 26 | +138 | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 6.42K | Jun 30, 26 | -57 | 0.00% |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 6.40K | Jun 30, 26 | -- | 0.00% |
| Curated Wealth Partners LLC | 6.34K | Jun 30, 26 | -- | 0.00% |
| MBA Advisors LLC | 6.34K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 6.30K | Jun 30, 26 | -225 | 0.00% |
| Permanent Capital Management, LP | 6.29K | Jun 30, 26 | +6.29K | 0.00% |
| STEPH & CO | 6.27K | Jun 30, 26 | -- | 0.00% |
| Clark Capital Management Group, Inc. | 6.26K | Jun 30, 26 | +6.26K | 0.00% |
| Paragon Capital Management Ltd | 6.24K | Jun 30, 26 | -640 | 0.00% |
| WealthBridge Capital Management, LLC | 6.22K | Jun 30, 26 | +6 | 0.00% |
| Mallini Complete Financial Planning LLC | 6.07K | Jun 30, 26 | -626 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 6.00K | Jun 30, 26 | -- | 0.00% |
| HCR Wealth Advisors | 6.00K | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 5.95K | Jun 30, 26 | +5.95K | 0.00% |
| Genesis Wealth Advisors, LLC | 5.94K | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 5.90K | Jun 30, 26 | -- | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 5.89K | Jun 30, 26 | -- | 0.00% |
| Pure Financial Advisors, LLC | 5.82K | Jun 30, 26 | -- | 0.00% |
| Laurel Wealth Planning LLC | 5.81K | Jun 30, 26 | -- | 0.00% |
| StoneX Group Inc. | 5.80K | Jun 30, 26 | +5.80K | 0.00% |
| HBK Sorce Advisory LLC | 5.80K | Jun 30, 26 | -- | 0.00% |
| Van Hulzen Asset Management, LLC | 5.65K | Jun 30, 26 | -- | 0.00% |
| PINNACLE ASSOCIATES LTD | 5.63K | Jun 30, 26 | -- | 0.00% |
| Breakwater Investment Management | 5.60K | Jun 30, 26 | -- | 0.00% |
| RVW Wealth, LLC | 5.60K | Jun 30, 26 | -- | 0.00% |
| Tilson Financial Group, Inc. | 5.54K | Jun 30, 26 | -- | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 5.51K | Jun 30, 26 | -24.29K | 0.00% |
| First Long Island Investors, LLC | 5.50K | Jun 30, 26 | -- | 0.00% |
| BENJAMIN EDWARDS INC | 5.46K | Jun 30, 26 | -- | 0.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.45K | Jun 30, 26 | +100 | 0.00% |
| Global Retirement Partners, LLC | 5.44K | Jun 30, 26 | +5.44K | 0.00% |
| NBC SECURITIES, INC. | 5.42K | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 5.34K | Jun 30, 26 | +5.17K | 0.00% |
| Bond & Devick Financial Network, Inc. | 5.33K | Jun 30, 26 | -- | 0.00% |
| EQ WEALTH ADVISORS, LLC | 5.33K | Jun 30, 26 | -- | 0.00% |
| DECISION INVESTMENTS, INC | 5.28K | Jun 30, 26 | -- | 0.00% |
| Midwest Financial Group LLC | 5.27K | Jun 30, 26 | +17 | 0.00% |
| NorthRock Partners, LLC | 5.25K | Jun 30, 26 | +750 | 0.00% |
| AE Wealth Management LLC | 5.24K | Jun 30, 26 | +2.52K | 0.00% |
| Fermata Advisors, LLC | 5.24K | Jun 30, 26 | +8 | 0.00% |
| Insight Inv LLC | 5.21K | Jun 30, 26 | -- | 0.00% |
| Geometric Wealth Advisors | 5.18K | Jun 30, 26 | -- | 0.00% |
| SYON CAPITAL LLC | 5.18K | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 5.11K | Jun 30, 26 | -191 | 0.00% |
| Capital Analysts, LLC | 5.08K | Jun 30, 26 | +11 | 0.00% |
| M&T BANK CORP | 5.04K | Jun 30, 26 | -- | 0.00% |
| CapWealth Advisors, LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| Hara Capital LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4.99K | Jun 30, 26 | -- | 0.00% |
| Cherry Tree Wealth Management, LLC | 4.89K | Jun 30, 26 | -- | 0.00% |
| WOODMONT INVESTMENT COUNSEL LLC | 4.88K | Jun 30, 26 | -- | 0.00% |
| Visionary Wealth Advisors | 4.86K | Jun 30, 26 | -- | 0.00% |
| WESBANCO BANK INC | 4.86K | Jun 30, 26 | -- | 0.00% |
| Center For Asset Management LLC | 4.81K | Jun 30, 26 | +267 | 0.00% |
| PKS Advisory Services, LLC | 4.75K | Jun 30, 26 | +4.75K | 0.00% |
| Armor Investment Advisors, LLC | 4.75K | Jun 30, 26 | -- | 0.00% |
| Iowa State Bank | 4.75K | Jun 30, 26 | -- | 0.00% |
| Banque Transatlantique SA | 4.72K | Jun 30, 26 | -- | 0.00% |
| Brookstone Capital Management | 4.72K | Jun 30, 26 | -740 | 0.00% |
| Sandy Cove Advisors, LLC | 4.71K | Jun 30, 26 | -- | 0.00% |
| Grange Capital, LLC | 4.70K | Jun 30, 26 | +4.70K | 0.00% |
| New Republic Capital, LLC | 4.67K | Jun 30, 26 | +14 | 0.00% |
| Allegheny Financial Group LTD | 4.67K | Jun 30, 26 | +15 | 0.00% |
| Graves Light Lenhart Wealth, Inc. | 4.66K | Jun 30, 26 | -- | 0.00% |
| Crewe Advisors LLC | 4.64K | Jun 30, 26 | -- | 0.00% |
| Csenge Advisory Group | 4.57K | Jun 30, 26 | -329 | 0.00% |
| Fidelis Capital Partners, LLC | 4.57K | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 4.51K | Jun 30, 26 | +4.51K | 0.00% |
| COGENT STRATEGIC WEALTH LLC | 4.50K | Jun 30, 26 | -- | 0.00% |
| Dynamic Advisor Solutions LLC | 4.49K | Jun 30, 26 | -1 | 0.00% |
| Prairiewood Capital, LLC | 4.49K | Jun 30, 26 | -- | 0.00% |
| Heritage Investment Group, Inc. | 4.47K | Jun 30, 26 | -- | 0.00% |
| Park Place Capital Corp | 4.45K | Jun 30, 26 | +14 | 0.00% |
| GenTrust, LLC | 4.42K | Jun 30, 26 | -- | 0.00% |
| Third View Private Wealth, LLC | 4.38K | Jun 30, 26 | -- | 0.00% |
| WEBSTER BANK, N. A. | 4.35K | Jun 30, 26 | -4.22K | 0.00% |
| LexAurum Advisors, LLC | 4.33K | Jun 30, 26 | -- | 0.00% |
| Focus Financial Network, Inc. | 4.32K | Jun 30, 26 | -- | 0.00% |
| Gs Investments, Inc. | 4.29K | Jun 30, 26 | -- | 0.00% |
| Moors & Cabot, Inc. | 4.27K | Jun 30, 26 | +11 | 0.00% |
| CAPITAL ADVISORS INC/OK | 4.26K | Jun 30, 26 | -315 | 0.00% |
| SUMMIT WEALTH GROUP LLC / CO | 4.24K | Jun 30, 26 | -- | 0.00% |
| Clearwater Capital Advisors, LLC | 4.22K | Jun 30, 26 | -- | 0.00% |
| NAPLES GLOBAL ADVISORS, LLC | 4.15K | Jun 30, 26 | +4.15K | 0.00% |
| Tradition Wealth Management, LLC | 4.14K | Jun 30, 26 | +4.14K | 0.00% |
| Pacific Center for Financial Services | 4.13K | Jun 30, 26 | +1 | 0.00% |
| Williams Jones Wealth Management, LLC. | 4.12K | Jun 30, 26 | +4.12K | 0.00% |
| Advisory Alpha, LLC | 4.11K | Jun 30, 26 | +4.11K | 0.00% |
| Strategic Blueprint, LLC | 4.05K | Jun 30, 26 | +4.05K | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4.04K | Jun 30, 26 | +4.04K | 0.00% |
| SIMS INVESTMENT MANAGEMENT, LLC | 4.01K | Jun 30, 26 | +4.01K | 0.00% |
| Milestone Investment Advisors LLC | 4.00K | Jun 30, 26 | -- | 0.00% |
| Quotient Wealth Partners, LLC | 3.98K | Jun 30, 26 | +3.98K | 0.00% |
| Traction Financial Partners, LLC | 3.98K | Jun 30, 26 | -2.77K | 0.00% |
| VANGUARD ADVISERS INC | 3.98K | Jun 30, 26 | +312 | 0.00% |
| Betterment LLC | 3.98K | Jun 30, 26 | +3.98K | 0.00% |
| Vident Advisory, LLC | 3.98K | Jun 30, 26 | +3.98K | 0.00% |
| Mayfair Advisory Group, LLC | 3.96K | Jun 30, 26 | +3.96K | 0.00% |
| Old Port Advisors | 3.93K | Jun 30, 26 | +3.93K | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | 3.93K | Jun 30, 26 | +3.93K | 0.00% |
| Fortis Capital Advisors, LLC | 3.86K | Jun 30, 26 | +3.86K | 0.00% |
| Belpointe Asset Management LLC | 3.86K | Jun 30, 26 | +3.86K | 0.00% |
| Spartan Wealth Advisory Services LLC | 3.80K | Jun 30, 26 | +3.80K | 0.00% |
| Thrive Wealth Management, LLC | 3.75K | Jun 30, 26 | +3.75K | 0.00% |
| MASECO LLP | 3.70K | Jun 30, 26 | +3.70K | 0.00% |
| SJS Investment Consulting Inc. | 3.54K | Jun 30, 26 | -75 | 0.00% |
| Lavaca Capital LLC | 3.53K | Jun 30, 26 | +12 | 0.00% |
| ST GERMAIN D J CO INC | 3.48K | Jun 30, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 3.48K | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 3.29K | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 3.24K | Jun 30, 26 | -- | 0.00% |
| Investment Research & Advisory Group, Inc. | 3.22K | Jun 30, 26 | +1.08K | 0.00% |
| Balentine LLC | 3.19K | Jun 30, 26 | -- | 0.00% |
| Ankerstar Wealth, LLC | 3.07K | Jun 30, 26 | -510 | 0.00% |
| GHP Investment Advisors, Inc. | 2.85K | Jun 30, 26 | -- | 0.00% |
| Atlantic Edge Private Wealth Management, LLC | 2.82K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 2.76K | Jun 30, 26 | +989 | 0.00% |
| IAG Wealth Partners, LLC | 2.69K | Jun 30, 26 | +9 | 0.00% |
| RMG Wealth Management LLC | 2.57K | Jun 30, 26 | -- | 0.00% |
| Hoese & Co LLP | 2.57K | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 2.50K | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 2.43K | Jun 30, 26 | -94 | 0.00% |
| Provident Wealth Management, LLC | 2.38K | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 2.37K | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 2.33K | Jun 30, 26 | +7 | 0.00% |
| BOK Financial Private Wealth, Inc. | 2.30K | Jun 30, 26 | -657 | 0.00% |
| Oakworth Capital, Inc. | 2.22K | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 2.19K | Jun 30, 26 | +1.07K | 0.00% |
| BARRETT & COMPANY, INC. | 2.19K | Jun 30, 26 | -409 | 0.00% |
| Sage Mountain Advisors LLC | 2.02K | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.01K | Jun 30, 26 | +6 | 0.00% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2.00K | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 1.99K | Jun 30, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 1.96K | Jun 30, 26 | -9.35K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.94K | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 1.90K | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 1.89K | Jun 30, 26 | -- | 0.00% |
| Blume Capital Management, Inc. | 1.84K | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 1.70K | Jun 30, 26 | +2 | 0.00% |
| Tower Research Capital LLC (TRC) | 1.67K | Jun 30, 26 | +712 | 0.00% |
| Founders Capital Management | 1.64K | Jun 30, 26 | +1.64K | 0.00% |
| UMB Bank, n.a. | 1.57K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 1.55K | Jun 30, 26 | +1.55K | 0.00% |
| Arlington Trust Co LLC | 1.55K | Jun 30, 26 | -- | 0.00% |
| Providence Capital Advisors, LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| Coston, McIsaac & Partners | 1.48K | Jun 30, 26 | -- | 0.00% |
| Legacy Bridge, LLC | 1.45K | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 1.43K | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 1.42K | Jun 30, 26 | -- | 0.00% |
| Cornerstone National Bank & Trust Co | 1.42K | Jun 30, 26 | +1.42K | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 1.36K | Jun 30, 26 | -- | 0.00% |
| IMG Wealth Management, Inc. | 1.31K | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| FINANCIAL CONSULATE, INC | 1.26K | Jun 30, 26 | -- | 0.00% |
| GW&K Investment Management, LLC | 1.26K | Jun 30, 26 | -- | 0.00% |
| Guardian Partners Inc. | 1.25K | Jun 30, 26 | +1.25K | 0.00% |
| Washington Trust Advisors, Inc. | 1.21K | Jun 30, 26 | -970 | 0.00% |
| Smithfield Trust Co | 1.21K | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 1.11K | Jun 30, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 1.07K | Jun 30, 26 | -- | 0.00% |
| High Point Wealth Management, LLC | 1.07K | Jun 30, 26 | +3 | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 1.05K | Jun 30, 26 | -- | 0.00% |
| Activest Wealth Management | 1.05K | Jun 30, 26 | +4 | 0.00% |
| Cetera Trust Company, N.A | 1.00K | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 990 | Jun 30, 26 | -- | 0.00% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 960 | Jun 30, 26 | -- | 0.00% |
| Osbon Capital Management LLC | 945 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 922 | Jun 30, 26 | +922 | 0.00% |
| Allied Private Wealth LLC | 910 | Jun 30, 26 | +910 | 0.00% |
| Geneos Wealth Management Inc. | 861 | Jun 30, 26 | +84 | 0.00% |
| Smartleaf Asset Management LLC | 841 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 770 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 760 | Jun 30, 26 | -- | 0.00% |
| TIAA Wealth Investment Management LLC | 755 | Jun 30, 26 | +755 | 0.00% |
| Strategic Wealth Partners, Ltd. | 747 | Jun 30, 26 | -100 | 0.00% |
| Buck Wealth Strategies, LLC | 736 | Jun 30, 26 | +736 | 0.00% |
| Lodestone Wealth Management LLC | 725 | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 720 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 675 | Jun 30, 26 | -- | 0.00% |
| Luminist Capital LLC | 650 | Jun 30, 26 | +650 | 0.00% |
| Mosley Wealth Management | 586 | Jun 30, 26 | +586 | 0.00% |
| Asset Dedication, LLC | 568 | Jun 30, 26 | +568 | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 545 | Jun 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 534 | Jun 30, 26 | +2 | 0.00% |
| Continuum Advisory, LLC | 528 | Jun 30, 26 | +528 | 0.00% |
| Align Financial, LLC | 521 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 498 | Jun 30, 26 | -- | 0.00% |
| GODSEY & GIBB, INC | 465 | Jun 30, 26 | -- | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 445 | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 443 | Jun 30, 26 | -- | 0.00% |
| Kroeger Financial Partners | 439 | Jun 30, 26 | +439 | 0.00% |
| Abound Wealth Management | 433 | Jun 30, 26 | +156 | 0.00% |
| PlanVest Financial, Inc | 421 | Jun 30, 26 | +1 | 0.00% |
| Salomon & Ludwin, LLC | 384 | Jun 30, 26 | -20 | 0.00% |
| PROSPERITY BANCSHARES INC | 381 | Jun 30, 26 | -- | 0.00% |
| Fortis Group Advisors, LLC | 360 | Jun 30, 26 | -- | 0.00% |
| Perkins Coie Trust Co | 350 | Jun 30, 26 | -- | 0.00% |
| Fairway Wealth LLC | 345 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Management Group, LLC | 328 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 325 | Jun 30, 26 | -- | 0.00% |
| REICON WEALTH ADVISORS, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 290 | Jun 30, 26 | -- | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 259 | Jun 30, 26 | +259 | 0.00% |
| LRI Investments, LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 220 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 215 | Jun 30, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 213 | Jun 30, 26 | -- | 0.00% |
| Robinswood Financial LLC | 205 | Jun 30, 26 | -- | 0.00% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 190 | Jun 30, 26 | -- | 0.00% |
| Walsh & Associates, LLC | 184 | Jun 30, 26 | -- | 0.00% |
| Ameritas Investment Partners, Inc. | 156 | Jun 30, 26 | +1 | 0.00% |
| Markowski Investments | 115 | Jun 30, 26 | +115 | 0.00% |
| Tanglewood Legacy Advisors, LLC | 86 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 70 | Jun 30, 26 | +70 | 0.00% |
| Central Pacific Bank - Trust Division | 38 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 28 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 16 | Jun 30, 26 | +16 | 0.00% |
| Fourth Dimension Wealth, LLC | 10 | Jun 30, 26 | -8.56K | 0.00% |
| Cassaday & Co Wealth Management LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| CITIGROUP INC | 1 | Jun 30, 26 | +1 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.04K | -- |
| READYSTATE ASSET MANAGEMENT LP | -- | Jun 30, 26 | -16.08K | -- |
| RETIREMITTEN FINANCIAL LLC | -- | Jun 30, 26 | -325 | -- |
| GUIDANCE CAPITAL, INC | -- | Jun 30, 26 | -5.79K | -- |
| COMMERCE BANK | -- | Jun 30, 26 | -7.66K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -14.44K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -15.26K | -- |
| M Holdings Securities, Inc. | -- | Jun 30, 26 | -13.45K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -972 | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -456 | -- |
| Goodman Advisory Group, LLC | -- | Jun 30, 26 | -386.32K | -- |
| Wealth Science Advisors LLC | -- | Jun 30, 26 | -915 | -- |
| Missouri Trust & Investment Co | -- | Jun 30, 26 | -750 | -- |
| EPG Wealth Management LLC | -- | Jun 30, 26 | -41 | -- |
| Range Advisory, LLC | -- | Jun 30, 26 | -6.25K | -- |
| SkyView Investment Advisors, LLC | -- | Jun 30, 26 | -17.21K | -- |
| Symphony Financial, Ltd. Co. | -- | Jun 30, 26 | -7.30K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -25 | -- |
| SUMMITRY LLC | -- | Jun 30, 26 | -36.02K | -- |
| Advisors Capital Management, LLC | -- | Jun 30, 26 | -4.42K | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -826 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -4.63K | -- |
| Signature Equity Partners, LLC | -- | Jun 30, 26 | -1.77K | -- |
| Savvy Advisors, Inc. | -- | Jun 30, 26 | -4.23K | -- |
| Maridea Wealth Management LLC | -- | Jun 30, 26 | -10.57K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -370 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -2.19K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -158 | -- |
| Hanson & Doremus Investment Management | -- | Jun 30, 26 | -2.00K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -460 | -- |
| McIlrath & Eck, LLC | 401.27K | Mar 31, 26 | -17.04K | 0.23% |
| CWM, LLC | 64.55K | Mar 31, 26 | +14.99K | 0.04% |
| GM Advisory Group, Inc. | 34.93K | Mar 31, 26 | +21.80K | 0.02% |
| Sandbox Financial Partners, LLC | 10.38K | Mar 31, 26 | -20 | 0.01% |
| Leo Wealth, LLC | 7.33K | Mar 31, 26 | -- | 0.00% |
| Skopos Labs, Inc. | 6.25K | Mar 31, 26 | +6.25K | 0.00% |
| EXENCIAL WEALTH ADVISORS, LLC | 4.56K | Mar 31, 26 | -452 | 0.00% |
| Sunbelt Securities, Inc. | 2.78K | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 36.46K | Dec 31, 25 | -7.87K | 0.02% |
| CIBC Private Wealth Group, LLC | 30.11K | Dec 31, 25 | -1.74K | 0.02% |
| Cadence Bank | 14.21K | Dec 31, 25 | -361 | 0.01% |
| Edge Financial Advisors LLC | 13.53K | Dec 31, 25 | -1.95K | 0.01% |
| FineMark National Bank & Trust | 6.69K | Dec 31, 25 | -743 | 0.00% |
| VANGUARD GROUP INC | 5.59K | Dec 31, 25 | -- | 0.00% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 4.72K | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | 25 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.82K | -- |
| SYNOVUS FINANCIAL CORP | 1.23M | Sep 30, 25 | +1.59K | 0.70% |
| Glenmede Investment Management, LP | 294.54K | Sep 30, 25 | -9.74K | 0.17% |
| Burt Wealth Advisors | 36.84K | Sep 30, 25 | +1.00K | 0.02% |
| Obsidian Personal Planning Solutions LLC | 28.27K | Sep 30, 25 | -1.33K | 0.02% |
| Willow Creek Wealth Management Inc. | 15.80K | Sep 30, 25 | -- | 0.01% |
| Apexium Financial, LP | 12.74K | Sep 30, 25 | -6.34K | 0.01% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 12.31K | Sep 30, 25 | -- | 0.01% |
| WETHERBY ASSET MANAGEMENT INC | 12.09K | Sep 30, 25 | +1.26K | 0.01% |
| PINNACLE FINANCIAL PARTNERS INC | 12.03K | Sep 30, 25 | -1.56K | 0.01% |
| Sonora Investment Management Group, LLC | 7.51K | Sep 30, 25 | +525 | 0.00% |
| Vishria Bird Financial Group, LLC | 6.93K | Sep 30, 25 | -- | 0.00% |
| Moloney Securities Asset Management, LLC | 5.17K | Sep 30, 25 | -1.12K | 0.00% |
| AllSquare Wealth Management LLC | 2.10K | Sep 30, 25 | -- | 0.00% |
| Lowe Wealth Advisors, LLC | 450 | Sep 30, 25 | -- | 0.00% |
| Binnacle Investments Inc | 211 | Sep 30, 25 | -- | 0.00% |
| Accredited Wealth Management, LLC | 170 | Sep 30, 25 | -130 | 0.00% |
| Kathleen S. Wright Associates Inc. | 145 | Sep 30, 25 | -- | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -13.33K | -- |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -1.13K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 216.36K | Jun 30, 25 | -3.37K | 0.12% |
| Capital Market Strategies LLC | 82.39K | Jun 30, 25 | -10.26K | 0.05% |
| Congress Wealth Management LLC / DE / | 11.15K | Jun 30, 25 | +11.15K | 0.01% |
| Scott Marsh Financial, LLC | 8.14K | Jun 30, 25 | +8.14K | 0.00% |
| Exchange Capital Management, Inc. | 7.49K | Jun 30, 25 | -1.09K | 0.00% |
| Efficient Frontier Advisors LLC | 6.79K | Jun 30, 25 | +28 | 0.00% |
| First Horizon Advisors, Inc. | 1.50K | Jun 30, 25 | -- | 0.00% |
| Belmont Capital, LLC | 750 | Jun 30, 25 | -- | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -179 | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -9.64K | -- |
| Callan Capital, LLC | 940.81K | Mar 31, 25 | -654 | 0.54% |
| CAROLINAS WEALTH CONSULTING LLC | 167.74K | Mar 31, 25 | +3.22K | 0.10% |
| Spectrum Wealth Counsel, LLC | 50.31K | Mar 31, 25 | -7.65K | 0.03% |
| Cahill Wealth Management, LLC | 48.88K | Mar 31, 25 | -511 | 0.03% |
| Aveo Capital Partners, LLC | 16.52K | Mar 31, 25 | +2.15K | 0.01% |
| West Coast Financial LLC | 14.36K | Mar 31, 25 | -239 | 0.01% |
| Schechter Investment Advisors, LLC | 12.33K | Mar 31, 25 | -- | 0.01% |
| Vista Wealth Management Group, LLC | 6.07K | Mar 31, 25 | -- | 0.00% |
| Lindbrook Capital, LLC | 925 | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | -- | Mar 31, 25 | -1.10K | -- |
| Geller Advisors LLC | 511.88K | Dec 31, 24 | +2.40K | 0.29% |
| Householder Group Estate & Retirement Specialist, LLC | 23.54K | Dec 31, 24 | -- | 0.01% |
| Peninsula Wealth, LLC | 9.00K | Dec 31, 24 | -- | 0.01% |
| WMS Partners, LLC | 7.99K | Dec 31, 24 | +1.65K | 0.00% |
| RE Dickinson Investment Advisors, LLC | 915 | Dec 31, 24 | -- | 0.00% |
| Cassady Schiller Wealth Management, LLC | 915 | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | 700 | Dec 31, 24 | -640 | 0.00% |
| Kiely Wealth Advisory Group, Inc. | 60 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 886.78K | Sep 30, 24 | +60.81K | 0.51% |
| RAYMOND JAMES & ASSOCIATES | 466.43K | Sep 30, 24 | -6.43K | 0.27% |
| SINECERA CAPITAL, LLC | 19.59K | Sep 30, 24 | +1 | 0.01% |
| Diversified, LLC | 15.39K | Sep 30, 24 | -1.48K | 0.01% |
| First Trust Direct Indexing L.P. | 11.08K | Sep 30, 24 | -- | 0.01% |
| RAYMOND JAMES TRUST N.A. | 10.84K | Sep 30, 24 | -- | 0.01% |
| First Personal Financial Services | 2.40K | Sep 30, 24 | -- | 0.00% |
| Aspire Wealth Management Corp | 1.94K | Sep 30, 24 | -- | 0.00% |
| Pillar Wealth Advisors, LLC | -- | Sep 30, 24 | -15.76K | -- |
| Private Ocean, LLC | 222.19K | Jun 30, 24 | -971 | 0.13% |
| Abbrea Capital, LLC | 20.43K | Jun 30, 24 | -- | 0.01% |
| Gratus Capital LLC | 15.83K | Jun 30, 24 | -- | 0.01% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 13.36K | Jun 30, 24 | -- | 0.01% |
| BlackRock Inc. | 6.60K | Jun 30, 24 | +274 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.75K | Jun 30, 24 | -325 | 0.00% |
| Rain Capital Management, LLC | 1.37K | Jun 30, 24 | -- | 0.00% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -1.36M | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -417 | -- |
| Charles Schwab Investment Advisory, Inc. | 24.10M | Mar 31, 24 | -1.26M | 13.75% |
| Cetera Advisor Networks LLC | 465.98K | Mar 31, 24 | +16.40K | 0.27% |
| Cetera Advisors LLC | 47.29K | Mar 31, 24 | +23.97K | 0.03% |
| Connectus Wealth, LLC | 43.43K | Mar 31, 24 | -5.09K | 0.02% |
| Crestone Asset Management LLC | 18.10K | Mar 31, 24 | +18.10K | 0.01% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9.20K | Mar 31, 24 | -295 | 0.01% |
| Cutler Group LLC / CA | 100 | Mar 31, 24 | +100 | 0.00% |
| Baystate Wealth Management LLC | 2.71M | Dec 31, 23 | +60.52K | 1.55% |
| WEALTHSOURCE PARTNERS, LLC | 107.03K | Dec 31, 23 | -2.80K | 0.06% |
| WADE G W & INC | 73.31K | Dec 31, 23 | +6.04K | 0.04% |
| Rollins Financial | 71.83K | Dec 31, 23 | -6.17K | 0.04% |
| Resource Planning Group | 31.96K | Dec 31, 23 | -2.94K | 0.02% |
| Bridgeworth, LLC | 13.71K | Dec 31, 23 | -- | 0.01% |
| TELEMUS CAPITAL, LLC | 8.60K | Dec 31, 23 | +115 | 0.00% |
| Bartlett & Co. LLC | 2.01K | Dec 31, 23 | -- | 0.00% |
| ROTHSCHILD INVESTMENT CORP /IL | 562.02K | Sep 30, 23 | +452.64K | 0.32% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 329.67K | Sep 30, 23 | +262.28K | 0.19% |
| PATHSTONE FAMILY OFFICE, LLC | 306.19K | Sep 30, 23 | +244.49K | 0.17% |
| COMERICA SECURITIES,INC. | 226.24K | Sep 30, 23 | +179.54K | 0.13% |
| KB FINANCIAL PARTNERS, LLC | 33.03K | Sep 30, 23 | +26.23K | 0.02% |
| Windsor Group LTD | 25.68K | Sep 30, 23 | +20.54K | 0.01% |
| COLONY GROUP LLC | 13.43K | Sep 30, 23 | +11.44K | 0.01% |
| MADISON WEALTH MANAGEMENT | 10.78K | Sep 30, 23 | +8.62K | 0.01% |
| FOSTER DYKEMA CABOT & CO INC/MA | 310 | Sep 30, 23 | +248 | 0.00% |
| NEIRG Wealth Management, LLC | 48.67K | Jun 30, 23 | -1.69K | 0.03% |
| BDO Wealth Advisors, LLC | 1.11K | Jun 30, 23 | -- | 0.00% |
| Kistler-Tiffany Companies, LLC | 590 | Jun 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 54 | Jun 30, 23 | -- | 0.00% |
| Transparent Wealth Partners LLC | 2.54K | Mar 31, 23 | -- | 0.00% |
| Clear Perspectives Financial Planning, LLC | 104 | Mar 31, 23 | -- | 0.00% |
| Tillar-Wenstrup Advisors, LLC | 80.33K | Dec 31, 22 | -2.81K | 0.05% |
| Personal Capital Advisors Corp | 2.90K | Dec 31, 22 | -2.37K | 0.00% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 2.17K | Dec 31, 22 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 378 | Dec 31, 22 | +2 | 0.00% |
| REGENTATLANTIC CAPITAL LLC | 46.30K | Sep 30, 22 | -459 | 0.03% |
| 55I, LLC | 20.79K | Sep 30, 22 | +6.12K | 0.01% |
| Spectrum Management Group, LLC | 12.70K | Sep 30, 22 | -- | 0.01% |
| BRR OpCo, LLC | 5.82K | Sep 30, 22 | -49 | 0.00% |
| EATON VANCE MANAGEMENT | 4.64K | Sep 30, 22 | +56 | 0.00% |
| DOWLING & YAHNKE LLC | 1.52K | Sep 30, 22 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.06K | Sep 30, 22 | +1.06K | 0.00% |
| American Portfolios Advisors | 508 | Sep 30, 22 | +508 | 0.00% |
| MUFG Americas Holdings Corp | 35 | Sep 30, 22 | -- | 0.00% |
| CADENCE BANK NA | -- | Sep 30, 22 | -3.91K | -- |
| Frontier Wealth Management LLC | 63.40K | Jun 30, 22 | +63.40K | 0.04% |
| HC FINANCIAL ADVISORS INC | 3.12K | Jun 30, 22 | -45 | 0.00% |
| Private Capital Group, LLC | 240 | Jun 30, 22 | -2.51K | 0.00% |
| Permit Capital Advisors, LLC | 20.42K | Mar 31, 22 | +20.42K | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10.08K | Mar 31, 22 | -2.30K | 0.01% |
| Lenox Wealth Advisors, LLC | 291 | Mar 31, 22 | -- | 0.00% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 33 | Mar 31, 22 | -- | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 10 | Mar 31, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 547.46K | Dec 31, 21 | +10.12K | 0.31% |
| Asset Planning Services, Ltd. | 4.94K | Dec 31, 21 | +23 | 0.00% |
| VIVID FINANCIAL MANAGEMENT, INC. | 2.93K | Dec 31, 21 | -10 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | -- | Dec 31, 21 | -350 | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -29 | -- |
| New England Investment & Retirement Group, Inc. | 55.37K | Sep 30, 21 | +3.50K | 0.03% |
| Brouwer & Janachowski, LLC | 12.79K | Sep 30, 21 | -22 | 0.01% |
| Alexandria Capital, LLC | 4.82K | Sep 30, 21 | -190 | 0.00% |
| HATTON CONSULTING, INC. | 3.30K | Sep 30, 21 | -- | 0.00% |
| BHF RG Capital Inc. | 2.75K | Sep 30, 21 | -136 | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | -- | Sep 30, 21 | -1.30K | -- |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -5.26K | -- |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2.47K | Mar 31, 21 | -- | 0.00% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 26.95K | Dec 31, 20 | -515 | 0.02% |
| Paul John Balson | 5.42K | Dec 31, 20 | +19 | 0.00% |
| SVA Wealth Management, LLC | 3.94K | Dec 31, 20 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 27.25K | Sep 30, 20 | -2.07K | 0.02% |
| Price Wealth, LLC | 26.79K | Sep 30, 20 | -- | 0.02% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 15.50K | Sep 30, 20 | -2.53K | 0.01% |
| ETRADE Capital Management LLC | 7.61K | Sep 30, 20 | +738 | 0.00% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -6 | -- |
| FRONTIER INVESTMENT MGMT CO | 4.57K | Jun 30, 20 | -- | 0.00% |
| TRUEWEALTH LLC | 795 | Jun 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 163.68K | Dec 31, 19 | +12.28K | 0.09% |
| Advisor Group, Inc. | 61.94K | Dec 31, 19 | -3.18K | 0.04% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 2.04K | Dec 31, 19 | +2.04K | 0.00% |
| SUNTRUST BANKS INC | 134.12K | Sep 30, 19 | +919 | 0.08% |
| BB&T SECURITIES, LLC | 28.94K | Sep 30, 19 | -1.68K | 0.02% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 27.34K | Sep 30, 19 | -- | 0.02% |
| MADISON INVESTMENT HOLDINGS INC | 5.03K | Sep 30, 19 | -- | 0.00% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2.08K | Sep 30, 19 | +1.88K | 0.00% |
| Capital One Investing, Inc. | 2.04K | Sep 30, 19 | +2.04K | 0.00% |
| MRA Associates USA LLC | 1.83K | Sep 30, 19 | -528 | 0.00% |
| Delphi Private Advisors LLC | 1.30K | Jun 30, 19 | -- | 0.00% |
| WealthTrust Fairport, LLC | 3.55K | Mar 31, 19 | -- | 0.00% |
| Steinberg Global Asset Management | 1.89K | Mar 31, 19 | +1.89K | 0.00% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 425 | Mar 31, 19 | -- | 0.00% |
| COMERICA SECURITIES INC | 3.31K | Dec 31, 18 | -- | 0.00% |
| Salient Private Client, LLC | 28.20K | Sep 30, 18 | -2.16K | 0.02% |
| Ken Stern & Associates, Inc. | 6.04K | Sep 30, 18 | +6.04K | 0.00% |
| HC Financial Advisors, Inc. | 5.53K | Sep 30, 18 | -1.09K | 0.00% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 477 | Sep 30, 18 | -- | 0.00% |
| Mosaic Financial Partners, Inc. | 51.76K | Jun 30, 18 | +51.76K | 0.03% |
| Edge Advisors, LLC | 1.84K | Jun 30, 18 | +1.84K | 0.00% |
