Invesco RAFI US 1500 Small-Mid ETF(PRFZ)

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Invesco RAFI US 1500 Small-Mid ETF(PRFZ)

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$55.89—

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PRFZ(PRFZ)

PRFZ

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Institutional Ownership

Top 453 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	2.83M	Jun 30, 26	-29.58K	5.36%
LPL Financial LLC	1.40M	Jun 30, 26	+19.85K	2.65%
MORGAN STANLEY	1.30M	Jun 30, 26	+110.03K	2.46%
Waverly Advisors, LLC	1.07M	Jun 30, 26	-37.84K	2.03%
Cetera Investment Advisers	1.03M	Jun 30, 26	+3.49K	1.96%
WELLS FARGO & COMPANY/MN	1.03M	Jun 30, 26	+99.96K	1.95%
RAYMOND JAMES FINANCIAL INC	1.01M	Jun 30, 26	-43.90K	1.91%
Arbor Investment Advisors, LLC	805.52K	Jun 30, 26	+1.93K	1.53%
ROYAL BANK OF CANADA	767.86K	Jun 30, 26	+64.40K	1.45%
Stonebridge Financial Group, LLC	762.86K	Jun 30, 26	-412	1.44%
FIRST FOUNDATION ADVISORS	739.18K	Jun 30, 26	-19.73K	1.40%
WCG Wealth Advisors LLC	634.76K	Jun 30, 26	-5.70K	1.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	422.43K	Jun 30, 26	+10.35K	0.80%
NFP Retirement, Inc.	355.97K	Jun 30, 26	-17.72K	0.67%
Sanctuary Advisors, LLC	293.04K	Jun 30, 26	+14.90K	0.56%
Baird Financial Group, Inc.	288.25K	Jun 30, 26	-6.37K	0.55%
Equitable Holdings, Inc.	286.78K	Jun 30, 26	+11.02K	0.54%
Traction Financial Partners, LLC	285.58K	Jun 30, 26	+11.65K	0.54%
Johnson & White Wealth Management, LLC	266.42K	Jun 30, 26	+2.13K	0.50%
Three Bridge Wealth Advisors, LLC	261.63K	Jun 30, 26	-5.71K	0.50%
CAPTRUST FINANCIAL ADVISORS	247.80K	Jun 30, 26	-4.68K	0.47%
UBS Group AG	241.39K	Jun 30, 26	-2.07K	0.46%
Federation des caisses Desjardins du Quebec	241.09K	Jun 30, 26	-10.64K	0.46%
AlphaCore Capital LLC	234.26K	Jun 30, 26	-5.03K	0.44%
AQR CAPITAL MANAGEMENT LLC	224.73K	Jun 30, 26	+65.05K	0.43%
Mariner, LLC	223.91K	Jun 30, 26	-2.94K	0.42%
CI INVESTMENTS INC.	220.30K	Jun 30, 26	+220.30K	0.42%
Regal Investment Advisors LLC	179.53K	Jun 30, 26	+4.58K	0.34%
Creative Planning	163.04K	Jun 30, 26	+5.76K	0.31%
Accredited Investors Inc.	161.72K	Jun 30, 26	-7.09K	0.31%
Dynamic Advisor Solutions LLC	161.41K	Jun 30, 26	+13.86K	0.31%
JPMORGAN CHASE & CO	154.16K	Jun 30, 26	+27.58K	0.29%
Arlington Financial Advisors, LLC	153.66K	Jun 30, 26	-2.72K	0.29%
Bank of New York Mellon Corp	153.22K	Jun 30, 26	+2.74K	0.29%
Verum Partners LLC	137.07K	Jun 30, 26	-6.07K	0.26%
Ducere Wealth Management LLC	126.03K	Jun 30, 26	-10.26K	0.24%
Cerity Partners LLC	123.55K	Jun 30, 26	+2.93K	0.23%
Cornerstone Wealth Management, LLC	122.47K	Jun 30, 26	-1.20K	0.23%
Perigon Wealth Management, LLC	117.06K	Jun 30, 26	-4.25K	0.22%
Steward Partners Investment Advisory, LLC	116.85K	Jun 30, 26	+2.29K	0.22%
Invesco Ltd.	115.88K	Jun 30, 26	-243.55K	0.22%
HighTower Advisors, LLC	115.15K	Jun 30, 26	+2.77K	0.22%
ALBION FINANCIAL GROUP /UT	112.20K	Jun 30, 26	--	0.21%
Charles Schwab Trust Co	109.28K	Jun 30, 26	-6.69K	0.21%
Sunrise Financial Services, LLC	107.92K	Jun 30, 26	+8.64K	0.20%
JONES FINANCIAL COMPANIES LLLP	104.43K	Jun 30, 26	+6.72K	0.20%
AMERIPRISE FINANCIAL INC	103.68K	Jun 30, 26	+24.75K	0.20%
EP Wealth Advisors, LLC	102.79K	Jun 30, 26	+90.31K	0.19%
Lebenthal Global Advisors, LLC	99.55K	Jun 30, 26	+99.55K	0.19%
Wealthspire Advisors, LLC	95.88K	Jun 30, 26	+631	0.18%
Colony Group, LLC	95.86K	Jun 30, 26	-19.64K	0.18%
Quantinno Capital Management LP	92.42K	Jun 30, 26	+40.20K	0.18%
ENVESTNET ASSET MANAGEMENT INC	88.62K	Jun 30, 26	+5.76K	0.17%
COMMONWEALTH EQUITY SERVICES, LLC	80.04K	Jun 30, 26	-1.43K	0.15%
WealthBridge Capital Management, LLC	78.80K	Jun 30, 26	+1.92K	0.15%
Crusonia Wealth Advisors LLC	75.30K	Jun 30, 26	-1.76K	0.14%
Sound Stewardship, LLC	75.20K	Jun 30, 26	-401	0.14%
MERCER GLOBAL ADVISORS INC /ADV	63.13K	Jun 30, 26	+5.17K	0.12%
ADVISOR GROUP HOLDINGS, INC.	59.76K	Jun 30, 26	+5.30K	0.11%
Breakwater Capital Group	58.93K	Jun 30, 26	+554	0.11%
FMR LLC	58.06K	Jun 30, 26	+2.47K	0.11%
JFS WEALTH ADVISORS, LLC	55.57K	Jun 30, 26	+1.96K	0.11%
Modern Wealth Management, LLC	53.05K	Jun 30, 26	--	0.10%
Legacy Private Trust Co.	52.38K	Jun 30, 26	-1.31K	0.10%
Diversify Advisory Services, LLC	50.27K	Jun 30, 26	+50.27K	0.10%
DIVERSIFY WEALTH MANAGEMENT, LLC	50.27K	Jun 30, 26	-147	0.10%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	46.44K	Jun 30, 26	+2.20K	0.09%
Rockefeller Capital Management L.P.	46.32K	Jun 30, 26	-2.53K	0.09%
TD Waterhouse Canada Inc.	44.02K	Jun 30, 26	-3.05K	0.08%
Boston Standard Wealth Management, LLC	42.39K	Jun 30, 26	+896	0.08%
Clearstead Advisors, LLC	42.27K	Jun 30, 26	-39.93K	0.08%
EQ WEALTH ADVISORS, LLC	41.69K	Jun 30, 26	-3.56K	0.08%
Advisory Services Network, LLC	40.77K	Jun 30, 26	+6	0.08%
GSG Advisors LLC	39.91K	Jun 30, 26	+32	0.08%
IEQ CAPITAL, LLC	39.78K	Jun 30, 26	+251	0.08%
INDEPENDENT FINANCIAL GROUP, LLC	38.76K	Jun 30, 26	+5.71K	0.07%
Kestra Advisory Services, LLC	34.99K	Jun 30, 26	+906	0.07%
CITADEL ADVISORS LLC	34.23K	Jun 30, 26	+34.23K	0.06%
Savant Capital, LLC	33.85K	Jun 30, 26	+1.46K	0.06%
US BANCORP \DE\	32.44K	Jun 30, 26	-750	0.06%
Bell Investment Advisors, Inc	32.14K	Jun 30, 26	-1.52K	0.06%
Cresset Asset Management, LLC	31.90K	Jun 30, 26	+19.05K	0.06%
Evercore Wealth Management, LLC	31.16K	Jun 30, 26	--	0.06%
Resonant Capital Advisors, LLC	30.39K	Jun 30, 26	--	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29.36K	Jun 30, 26	+882	0.06%
GOLDMAN SACHS GROUP INC	27.35K	Jun 30, 26	+27.35K	0.05%
KWB Wealth	27.18K	Jun 30, 26	+185	0.05%
Whipplewood Advisors, LLC	26.29K	Jun 30, 26	-1.81K	0.05%
FORVIS Wealth Advisors, LLC	26.16K	Jun 30, 26	-390	0.05%
BENJAMIN EDWARDS INC	26.09K	Jun 30, 26	+1.16K	0.05%
New England Private Wealth Advisors LLC	25.08K	Jun 30, 26	+8	0.05%
BRIGHTON JONES LLC	24.25K	Jun 30, 26	-286	0.05%
Independent Advisor Alliance	24.16K	Jun 30, 26	-49.05K	0.05%
Private Advisor Group, LLC	24.03K	Jun 30, 26	+1.27K	0.05%
SHAKESPEARE WEALTH MANAGEMENT, INC.	23.10K	Jun 30, 26	--	0.04%
Sequoia Financial Advisors, LLC	22.91K	Jun 30, 26	+641	0.04%
Buckingham Strategic Partners	22.56K	Jun 30, 26	-240	0.04%
Institute for Wealth Management, LLC.	21.97K	Jun 30, 26	--	0.04%
Fidelis Capital Partners, LLC	21.92K	Jun 30, 26	+3.46K	0.04%
CITIGROUP INC	21.86K	Jun 30, 26	+1.77K	0.04%
Smith, Salley & Associates	20.74K	Jun 30, 26	--	0.04%
OMNI 360 Wealth, Inc.	20.73K	Jun 30, 26	-131	0.04%
MAI Capital Management	19.94K	Jun 30, 26	+3.37K	0.04%
Integrated Advisors Network LLC	19.90K	Jun 30, 26	+2.37K	0.04%
Stratos Wealth Partners, LTD.	19.63K	Jun 30, 26	+251	0.04%
Pacific Center for Financial Services	19.37K	Jun 30, 26	+16	0.04%
Parallel Advisors, LLC	18.90K	Jun 30, 26	+498	0.04%
D.A. DAVIDSON & CO.	18.57K	Jun 30, 26	+68	0.04%
Atria Investments, Inc	18.51K	Jun 30, 26	+5.37K	0.04%
Marquette Asset Management, LLC	18.41K	Jun 30, 26	-522	0.03%
WADDELL & ASSOCIATES, LLC	17.94K	Jun 30, 26	+68	0.03%
Merit Financial Group, LLC	17.86K	Jun 30, 26	+665	0.03%
Advance Capital Management, Inc.	17.68K	Jun 30, 26	+508	0.03%
Legacy Trust	17.07K	Jun 30, 26	--	0.03%
Cambridge Investment Research Advisors, Inc.	16.60K	Jun 30, 26	-382	0.03%
SILVER OAK SECURITIES, INCORPORATED	16.35K	Jun 30, 26	+1.36K	0.03%
NORTHERN TRUST CORP	16.26K	Jun 30, 26	-2.16K	0.03%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	16.20K	Jun 30, 26	-16.52K	0.03%
CI Private Wealth, LLC	15.34K	Jun 30, 26	-8.91K	0.03%
FIRST MANHATTAN CO. LLC.	15.27K	Jun 30, 26	-383	0.03%
Larson Financial Group LLC	15.14K	Jun 30, 26	+2.39K	0.03%
FIRETHORN WEALTH PARTNERS, LLC	14.87K	Jun 30, 26	+3.29K	0.03%
NATIXIS ADVISORS, L.P.	14.46K	Jun 30, 26	+778	0.03%
Vise Technologies, Inc.	14.22K	Jun 30, 26	+6.91K	0.03%
Golden Bell Financial Planning LLC	14.21K	Jun 30, 26	--	0.03%
RiverFront Investment Group, LLC	14.09K	Jun 30, 26	--	0.03%
BlackRock, Inc.	13.97K	Jun 30, 26	+1.55K	0.03%
NewEdge Advisors, LLC	13.86K	Jun 30, 26	+2	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	13.76K	Jun 30, 26	-150	0.03%
Wealthfront Advisers LLC	13.69K	Jun 30, 26	-1.77K	0.03%
Harbour Capital Advisors, LLC	13.50K	Jun 30, 26	--	0.03%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	13.47K	Jun 30, 26	--	0.03%
Lido Advisors, LLC	13.27K	Jun 30, 26	-1.72K	0.03%
Vertex Planning Partners, LLC	13.15K	Jun 30, 26	+6.11K	0.02%
Oxler Private Wealth LLC	12.91K	Jun 30, 26	-723	0.02%
Virtus Family Office LLC	12.74K	Jun 30, 26	+2.24K	0.02%
BLAIR WILLIAM & CO/IL	12.65K	Jun 30, 26	+5.53K	0.02%
Revolve Wealth Partners, LLC	12.44K	Jun 30, 26	-555	0.02%
Tradition Wealth Management, LLC	12.34K	Jun 30, 26	+2	0.02%
Western Wealth Management, LLC	12.32K	Jun 30, 26	+1.06K	0.02%
Sterling Financial Planning, Inc.	12.05K	Jun 30, 26	-69	0.02%
GLENMEDE TRUST CO NA	11.80K	Jun 30, 26	-25	0.02%
Essex Financial Services, Inc.	11.08K	Jun 30, 26	-330	0.02%
JOHNSON INVESTMENT COUNSEL INC	11.02K	Jun 30, 26	+88	0.02%
HARBOUR INVESTMENT MANAGEMENT LLC	11.00K	Jun 30, 26	--	0.02%
EnRich Financial Partners LLC	10.60K	Jun 30, 26	-254	0.02%
AIMZ Investment Advisors, LLC	10.50K	Jun 30, 26	--	0.02%
Kathmere Capital Management, LLC	10.45K	Jun 30, 26	-1.10K	0.02%
Beacon Pointe Advisors, LLC	10.30K	Jun 30, 26	-3.14K	0.02%
Capital Investment Advisors, LLC	10.24K	Jun 30, 26	-171	0.02%
SRS Capital Advisors, Inc.	10.09K	Jun 30, 26	-852	0.02%
Bragg Financial Advisors, Inc	10.05K	Jun 30, 26	-100	0.02%
PFG Advisors	10.02K	Jun 30, 26	-7.35K	0.02%
Aviance Capital Partners, LLC	10.01K	Jun 30, 26	+2	0.02%
FIRST HAWAIIAN BANK	9.86K	Jun 30, 26	--	0.02%
Prairiewood Capital, LLC	9.72K	Jun 30, 26	--	0.02%
TopTier Wealth Management, LLC	9.64K	Jun 30, 26	-26	0.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	9.47K	Jun 30, 26	+5	0.02%
Resources Investment Advisors, LLC.	9.40K	Jun 30, 26	+9.40K	0.02%
Navigate Wealth Management, LLC	9.38K	Jun 30, 26	-66	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.18K	Jun 30, 26	+998	0.02%
Sigma Planning Corp	9.08K	Jun 30, 26	+457	0.02%
Quadcap Wealth Management, LLC	8.88K	Jun 30, 26	--	0.02%
Farther Finance Advisors, LLC	8.83K	Jun 30, 26	+530	0.02%
STIFEL FINANCIAL CORP	8.55K	Jun 30, 26	+114	0.02%
Flatrock Wealth Partners LLC	8.35K	Jun 30, 26	+15	0.02%
REGIONS FINANCIAL CORP	8.06K	Jun 30, 26	--	0.02%
Invariant Investment Management	8.00K	Jun 30, 26	--	0.02%
Trilogy Capital Inc.	7.97K	Jun 30, 26	--	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.93K	Jun 30, 26	-25.37K	0.02%
Snowden Capital Advisors LLC	7.80K	Jun 30, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	7.78K	Jun 30, 26	+35	0.01%
Pinnacle Financial Partners, Inc.	7.76K	Jun 30, 26	+1.07K	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	7.75K	Jun 30, 26	--	0.01%
LAIRD NORTON TRUST COMPANY, LLC	7.70K	Jun 30, 26	--	0.01%
BANK OF MONTREAL /CAN/	7.69K	Jun 30, 26	+1.92K	0.01%
THOROUGHBRED FINANCIAL SERVICES, LLC	7.42K	Jun 30, 26	--	0.01%
CENTRAL TRUST Co	7.36K	Jun 30, 26	--	0.01%
Valeo Financial Advisors, LLC	7.25K	Jun 30, 26	--	0.01%
Janney Montgomery Scott LLC	7.23K	Jun 30, 26	-970	0.01%
Spire Wealth Management	7.23K	Jun 30, 26	-183	0.01%
Colonial Trust Advisors	7.15K	Jun 30, 26	--	0.01%
Integrated Wealth Concepts LLC	6.96K	Jun 30, 26	+6.96K	0.01%
Mascoma Wealth Management LLC	6.80K	Jun 30, 26	--	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	6.78K	Jun 30, 26	-132	0.01%
COURIER CAPITAL LLC	6.75K	Jun 30, 26	--	0.01%
Trailhead Planners LLC	6.68K	Jun 30, 26	-3.77K	0.01%
BROWN ADVISORY INC	6.50K	Jun 30, 26	--	0.01%
Financial Alternatives, Inc	6.46K	Jun 30, 26	-100	0.01%
FAS Wealth Partners, Inc.	6.43K	Jun 30, 26	+10	0.01%
Brinker Capital Investments, LLC	6.39K	Jun 30, 26	-20	0.01%
Tower Research Capital LLC (TRC)	6.36K	Jun 30, 26	+6.36K	0.01%
IFP Advisors, Inc	6.03K	Jun 30, 26	+1.00K	0.01%
Principle Wealth Partners LLC	6.00K	Jun 30, 26	--	0.01%
Sightline Wealth Advisors, LLC	5.85K	Jun 30, 26	+10	0.01%
CIDEL ASSET MANAGEMENT INC	5.79K	Jun 30, 26	--	0.01%
SHEETS SMITH WEALTH MANAGEMENT	5.75K	Jun 30, 26	+84	0.01%
CIBC Bancorp USA Inc.	5.75K	Jun 30, 26	-724	0.01%
CoreCap Advisors, LLC	5.72K	Jun 30, 26	--	0.01%
Fermata Advisors, LLC	5.70K	Jun 30, 26	-17	0.01%
Fragasso Group Inc.	5.60K	Jun 30, 26	--	0.01%
BIP Wealth, LLC	5.54K	Jun 30, 26	+625	0.01%
Carnegie Capital Asset Management, LLC	5.49K	Jun 30, 26	--	0.01%
Vident Advisory, LLC	5.38K	Jun 30, 26	-291	0.01%
MATHER GROUP, LLC.	5.33K	Jun 30, 26	--	0.01%
FIFTH THIRD BANCORP	5.27K	Jun 30, 26	-4	0.01%
Badgley Phelps Wealth Managers, LLC	5.17K	Jun 30, 26	--	0.01%
Intellus Advisors LLC	5.17K	Jun 30, 26	--	0.01%
Plante Moran Financial Advisors, LLC	5.15K	Jun 30, 26	-1.90K	0.01%
PARK AVENUE SECURITIES LLC	5.12K	Jun 30, 26	-104	0.01%
Ancora Advisors, LLC	5.10K	Jun 30, 26	--	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	5.06K	Jun 30, 26	-199	0.01%
ASSETMARK, INC	4.97K	Jun 30, 26	-53	0.01%
Avidian Wealth Solutions, LLC	4.96K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	4.91K	Jun 30, 26	+10	0.01%
Ameritas Advisory Services, LLC	4.88K	Jun 30, 26	+4.88K	0.01%
MBL Wealth, LLC	4.79K	Jun 30, 26	-100	0.01%
Chicago Partners Investment Group LLC	4.78K	Jun 30, 26	+4.78K	0.01%
MISSION WEALTH MANAGEMENT, LP	4.77K	Jun 30, 26	+4.77K	0.01%
HM PAYSON & CO	4.72K	Jun 30, 26	--	0.01%
JMG Financial Group, Ltd.	4.70K	Jun 30, 26	+4.70K	0.01%
Root Financial Partners, LLC	4.68K	Jun 30, 26	+671	0.01%
Wedmont Private Capital	4.63K	Jun 30, 26	--	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	4.59K	Jun 30, 26	+27	0.01%
Western Financial Corp/CA	4.48K	Jun 30, 26	+2	0.01%
LYELL WEALTH MANAGEMENT, LP	4.47K	Jun 30, 26	-200	0.01%
Richmond Investment Services, LLC	4.47K	Jun 30, 26	+4.47K	0.01%
Index Fund Advisors, Inc.	4.46K	Jun 30, 26	-21	0.01%
TCG Advisory Services, LLC	4.44K	Jun 30, 26	+4.44K	0.01%
Fusion Capital, LLC	4.40K	Jun 30, 26	+8	0.01%
Clark Asset Management, LLC	4.37K	Jun 30, 26	+4.37K	0.01%
Global Retirement Partners, LLC	4.35K	Jun 30, 26	+4.35K	0.01%
TRUIST FINANCIAL CORP	4.34K	Jun 30, 26	+4.34K	0.01%
C M BIDWELL & ASSOCIATES LTD	4.33K	Jun 30, 26	--	0.01%
Genesis Wealth Advisors, LLC	4.32K	Jun 30, 26	+4.32K	0.01%
Forum Financial Management, LP	4.32K	Jun 30, 26	+4.32K	0.01%
Creative Capital Management Investments LLC	4.30K	Jun 30, 26	-105	0.01%
Martin Capital Partners, LLC	4.27K	Jun 30, 26	+4.27K	0.01%
NewCorp Financial Services, Inc.	4.21K	Jun 30, 26	-412	0.01%
Joel Isaacson & Co., LLC	4.19K	Jun 30, 26	+4.19K	0.01%
Plancorp, LLC	4.19K	Jun 30, 26	--	0.01%
STEPHENS INC /AR/	4.17K	Jun 30, 26	+4.17K	0.01%
MML INVESTORS SERVICES, LLC	4.14K	Jun 30, 26	+4.14K	0.01%
Aptus Capital Advisors, LLC	4.11K	Jun 30, 26	+8	0.01%
TWO SIGMA INVESTMENTS, LP	4.10K	Jun 30, 26	+4.10K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.07K	Jun 30, 26	+4.07K	0.01%
Hirtle Callaghan & Co LLC	4.04K	Jun 30, 26	+4.04K	0.01%
Maple Capital Management, Inc.	4.03K	Jun 30, 26	+4.03K	0.01%
Pinnacle Wealth Management Group, Inc.	3.92K	Jun 30, 26	+3.92K	0.01%
Facet Wealth, Inc.	3.92K	Jun 30, 26	+3.92K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.91K	Jun 30, 26	-737	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	3.88K	Jun 30, 26	+7	0.01%
Balboa Wealth Partners	3.86K	Jun 30, 26	+3.86K	0.01%
Umpqua Bank	3.85K	Jun 30, 26	+3.85K	0.01%
Freedom Day Solutions, LLC	3.77K	Jun 30, 26	+3.77K	0.01%
Solitude Financial Services	3.75K	Jun 30, 26	+3.75K	0.01%
Oakworth Capital, Inc.	3.63K	Jun 30, 26	--	0.01%
LJI Wealth Management, LLC	3.63K	Jun 30, 26	+3.63K	0.01%
Clearwater Capital Advisors, LLC	3.62K	Jun 30, 26	+3.62K	0.01%
Qube Research & Technologies Ltd	3.23K	Jun 30, 26	+3.23K	0.01%
Wealth Enhancement Trust Services, Inc.	3.19K	Jun 30, 26	--	0.01%
Fortitude Family Office, LLC	3.11K	Jun 30, 26	--	0.01%
Geneos Wealth Management Inc.	3.07K	Jun 30, 26	-276	0.01%
VANGUARD ADVISERS INC	3.00K	Jun 30, 26	+12	0.01%
AE Wealth Management LLC	2.79K	Jun 30, 26	+147	0.01%
Allworth Financial LP	2.76K	Jun 30, 26	+190	0.01%
Atlantic Edge Private Wealth Management, LLC	2.68K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	2.51K	Jun 30, 26	+2.51K	0.00%
Capital Investment Advisory Services, LLC	2.50K	Jun 30, 26	--	0.00%
Torren Management, LLC	2.50K	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	2.42K	Jun 30, 26	-1.92K	0.00%
Indiana Trust & Investment Management CO	2.38K	Jun 30, 26	--	0.00%
GAMMA Investing LLC	2.35K	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	2.15K	Jun 30, 26	--	0.00%
Pioneer Family Office, LLC	2.10K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.10K	Jun 30, 26	-261	0.00%
Tidemark, LLC	2.06K	Jun 30, 26	--	0.00%
Vanguard National Trust Co	1.85K	Jun 30, 26	--	0.00%
Triumph Capital Management	1.77K	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	1.73K	Jun 30, 26	--	0.00%
Addison Advisors LLC	1.63K	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	1.60K	Jun 30, 26	+267	0.00%
Harbor Asset Planning, Inc.	1.60K	Jun 30, 26	+3	0.00%
HARBOUR INVESTMENTS, INC.	1.34K	Jun 30, 26	+374	0.00%
PRIVATE TRUST CO NA	1.31K	Jun 30, 26	+9	0.00%
Milestone Investment Advisors LLC	1.31K	Jun 30, 26	--	0.00%
Clearstead Trust, LLC	1.12K	Jun 30, 26	+140	0.00%
Sachetta, LLC	1.11K	Jun 30, 26	+2	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.05K	Jun 30, 26	--	0.00%
TSFG, LLC	1.02K	Jun 30, 26	--	0.00%
Abound Wealth Management	920	Jun 30, 26	+2	0.00%
BOKF, NA	919	Jun 30, 26	--	0.00%
Hoese & Co LLP	860	Jun 30, 26	--	0.00%
Coastline Trust Co	825	Jun 30, 26	--	0.00%
Downshift Financial, LLC	776	Jun 30, 26	+776	0.00%
First Pacific Financial	761	Jun 30, 26	+634	0.00%
HOWE & RUSLING INC	725	Jun 30, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	680	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	679	Jun 30, 26	-3.95K	0.00%
Mosley Wealth Management	670	Jun 30, 26	+670	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	604	Jun 30, 26	+604	0.00%
CKW FINANCIAL GROUP	574	Jun 30, 26	+574	0.00%
Perkins Coie Trust Co	525	Jun 30, 26	--	0.00%
Allied Private Wealth LLC	515	Jun 30, 26	+515	0.00%
HANTZ FINANCIAL SERVICES, INC.	515	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	513	Jun 30, 26	+1	0.00%
MCF Advisors LLC	511	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	500	Jun 30, 26	+500	0.00%
New Republic Capital, LLC	470	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	443	Jun 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	427	Jun 30, 26	+427	0.00%
Bogart Wealth, LLC	423	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	379	Jun 30, 26	+1	0.00%
Align Financial, LLC	354	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	320	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	320	Jun 30, 26	--	0.00%
Quent Capital, LLC	317	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	307	Jun 30, 26	+307	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	295	Jun 30, 26	-65	0.00%
SYM FINANCIAL Corp	295	Jun 30, 26	--	0.00%
Ankerstar Wealth, LLC	271	Jun 30, 26	--	0.00%
Activest Wealth Management	259	Jun 30, 26	+1	0.00%
Archer Investment Corp	253	Jun 30, 26	+253	0.00%
Moisand Fitzgerald Tamayo, LLC	250	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	243	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	240	Jun 30, 26	--	0.00%
Crewe Advisors LLC	238	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	235	Jun 30, 26	+58	0.00%
Medallion Wealth Advisors, LLC	225	Jun 30, 26	-475	0.00%
Fairway Wealth LLC	225	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	213	Jun 30, 26	-11	0.00%
Continuum Advisory, LLC	200	Jun 30, 26	+200	0.00%
Private Wealth Management Group, LLC	183	Jun 30, 26	--	0.00%
PROSPERITY BANCSHARES INC	175	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	167	Jun 30, 26	--	0.00%
Heritage Wealth Advisors	160	Jun 30, 26	+160	0.00%
High Note Wealth, LLC	152	Jun 30, 26	+152	0.00%
Asset Dedication, LLC	150	Jun 30, 26	+150	0.00%
Anchor Bay Capital, Inc.	144	Jun 30, 26	+144	0.00%
Robinswood Financial LLC	140	Jun 30, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	128	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	125	Jun 30, 26	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	124	Jun 30, 26	+124	0.00%
Cordant, Inc.	118	Jun 30, 26	+118	0.00%
Smartleaf Asset Management LLC	108	Jun 30, 26	--	0.00%
Advocate Investing Services LLC	100	Jun 30, 26	+100	0.00%
Cornerstone Planning Group LLC	97	Jun 30, 26	--	0.00%
WealthCollab, LLC	95	Jun 30, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	87	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	75	Jun 30, 26	+75	0.00%
CGC Financial Services, LLC	75	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	70	Jun 30, 26	--	0.00%
First Command Advisory Services, Inc.	63	Jun 30, 26	-74	0.00%
ZRC WEALTH MANAGEMENT, LLC	43	Jun 30, 26	-18	0.00%
WOLFF WIESE MAGANA LLC	20	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	19	Jun 30, 26	--	0.00%
Prudent Man Investment Management, Inc.	10	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	7	Jun 30, 26	--	0.00%
NVWM, LLC	4	Jun 30, 26	+2	0.00%
Signature Resources Capital Management, LLC	1	Jun 30, 26	--	0.00%
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-345	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-475	--
Ameritas Investment Partners, Inc.	--	Jun 30, 26	-115	--
RETIREMITTEN FINANCIAL LLC	--	Jun 30, 26	-460	--
NORDEN GROUP LLC	--	Jun 30, 26	-4.76K	--
M Holdings Securities, Inc.	--	Jun 30, 26	-22.43K	--
WealthShield Partners, LLC	--	Jun 30, 26	-9.78K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-390	--
RMG Wealth Management LLC	--	Jun 30, 26	-2.86K	--
WHI TRUST Co LLC	--	Jun 30, 26	-3.07K	--
CWM, LLC	11.98K	Mar 31, 26	+5.90K	0.02%
Sunbelt Securities, Inc.	1.73K	Mar 31, 26	--	0.00%
Red Tortoise LLC	625	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	147	Mar 31, 26	-10	0.00%
Parkside Financial Bank & Trust	41	Mar 31, 26	+41	0.00%
GM Advisory Group, Inc.	--	Mar 31, 26	-7.38K	--
Clarius Group, LLC	44.48K	Dec 31, 25	-3.96K	0.08%
CIBC Private Wealth Group, LLC	6.60K	Dec 31, 25	+214	0.01%
COMERICA BANK	5.45K	Dec 31, 25	-5.00K	0.01%
Litman Gregory Wealth Management LLC	2.69K	Dec 31, 25	+2.69K	0.01%
Motiv8 Investments LLC	60	Dec 31, 25	+60	0.00%
Glenmede Investment Management, LP	12.20K	Sep 30, 25	--	0.02%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	7.91K	Sep 30, 25	--	0.01%
WETHERBY ASSET MANAGEMENT INC	7.70K	Sep 30, 25	--	0.01%
PINNACLE FINANCIAL PARTNERS INC	6.70K	Sep 30, 25	-108	0.01%
Sonora Investment Management Group, LLC	5.33K	Sep 30, 25	+5.33K	0.01%
Vishria Bird Financial Group, LLC	4.65K	Sep 30, 25	+4.65K	0.01%
FSA Wealth Management LLC	24	Sep 30, 25	--	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-391	--
Lion Street Advisors, LLC	--	Sep 30, 25	-31.43K	--
AVANTAX ADVISORY SERVICES, INC.	543.85K	Jun 30, 25	+37.93K	1.03%
Efficient Frontier Advisors LLC	7.76K	Jun 30, 25	+20	0.01%
Congress Wealth Management LLC / DE /	6.97K	Jun 30, 25	+6.97K	0.01%
Capital Market Strategies LLC	6.83K	Jun 30, 25	-875	0.01%
Callan Capital, LLC	271.23K	Mar 31, 25	-5.71K	0.51%
Orion Portfolio Solutions, LLC	9.75K	Mar 31, 25	+276	0.02%
Schechter Investment Advisors, LLC	7.08K	Mar 31, 25	-250	0.01%
Sandy Spring Bank	1.73K	Mar 31, 25	+692	0.00%
CAROLINAS WEALTH CONSULTING LLC	1.25K	Mar 31, 25	+1	0.00%
Spectrum Wealth Counsel, LLC	34	Mar 31, 25	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	6.15K	Dec 31, 24	-2.00K	0.01%
RAYMOND JAMES & ASSOCIATES	936.63K	Sep 30, 24	+6.95K	1.77%
Raymond James Financial Services Advisors, Inc.	105.78K	Sep 30, 24	-4.95K	0.20%
Private Ocean, LLC	81.85K	Jun 30, 24	-1.94K	0.16%
Abbrea Capital, LLC	7.67K	Jun 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-717	--
BUCKINGHAM STRATEGIC WEALTH, LLC	--	Jun 30, 24	-5.19K	--
Charles Schwab Investment Advisory, Inc.	20.36M	Mar 31, 24	-648.30K	38.56%
Cetera Advisor Networks LLC	404.43K	Mar 31, 24	+7.17K	0.77%
Connectus Wealth, LLC	7.25K	Mar 31, 24	--	0.01%
Cutler Group LLC / CA	--	Mar 31, 24	-1.50K	--
WADE G W & INC	106.53K	Dec 31, 23	--	0.20%
WEALTHSOURCE PARTNERS, LLC	80.84K	Dec 31, 23	-2.24K	0.15%
Resource Planning Group	41.94K	Dec 31, 23	-4.40K	0.08%
DFPG INVESTMENTS, LLC	38.76K	Dec 31, 23	-8.76K	0.07%
Bridgeworth, LLC	23.52K	Dec 31, 23	--	0.04%
Baystate Wealth Management LLC	869	Dec 31, 23	+3	0.00%
Bartlett & Co. LLC	295	Dec 31, 23	-235	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	16.18K	Sep 30, 23	+12.72K	0.03%
PFS INVESTMENTS INC.	151.92K	Jun 30, 23	+7.08K	0.29%
TimeScale Financial, Inc.	25	Jun 30, 23	--	0.00%
Clear Perspectives Financial Planning, LLC	77	Mar 31, 23	--	0.00%
Personal Capital Advisors Corp	1.56K	Dec 31, 22	--	0.00%
Sargent Bickham Lagudis LLC	289	Dec 31, 22	+33	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-35	--
Kore Private Wealth LLC	20.24K	Sep 30, 22	+590	0.04%
BALASA DINVERNO & FOLTZ LLC	1.48K	Sep 30, 22	--	0.00%
Covington Capital Management	130	Sep 30, 22	--	0.00%
American Portfolios Advisors	100	Sep 30, 22	--	0.00%
American Research & Management Co.	50	Sep 30, 22	--	0.00%
55I, LLC	--	Sep 30, 22	-1.36K	--
ACG Wealth	--	Sep 30, 22	-187	--
Frontier Wealth Management LLC	63.17K	Jun 30, 22	+63.17K	0.12%
HC FINANCIAL ADVISORS INC	835	Jun 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3.40K	Mar 31, 22	+1.37K	0.01%
Carroll Financial Associates, Inc.	72.46K	Dec 31, 21	-421	0.14%
REILLY FINANCIAL ADVISORS, LLC	75	Dec 31, 21	-229	0.00%
Harborview Advisors, LLC	2.29K	Sep 30, 21	-19	0.00%
HATTON CONSULTING, INC.	1.44K	Sep 30, 21	--	0.00%
BADGLEY PHELPS & BELL INC	1.83K	Jun 30, 21	-130	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	22.17K	Dec 31, 20	--	0.04%
SVA Wealth Management, LLC	1.88K	Dec 31, 20	-136	0.00%
Watson Rebecca	2.46K	Sep 30, 20	--	0.00%
Argent Wealth Management LLC	1.68K	Jun 30, 20	+1.68K	0.00%
TRUEWEALTH LLC	265	Jun 30, 20	-155	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	174.30K	Dec 31, 19	-15.49K	0.33%
Advisor Group, Inc.	21.49K	Dec 31, 19	-481	0.04%
MADISON INVESTMENT HOLDINGS INC	5.53K	Sep 30, 19	--	0.01%
MRA Associates USA LLC	59	Sep 30, 19	-85	0.00%
Delphi Private Advisors LLC	65.28K	Jun 30, 19	-834	0.12%
Live Your Vision, LLC	4.26K	Mar 31, 19	+149	0.01%
Horizon Kinetics LLC	27.30K	Dec 31, 18	+27.30K	0.05%
Mosaic Financial Partners, Inc.	28.37K	Jun 30, 18	+28.37K	0.05%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

2.83M

Jun 30, 26

-29.58K

5.36%

LPL Financial LLC

1.40M

Jun 30, 26

+19.85K

2.65%

MORGAN STANLEY

1.30M

Jun 30, 26

+110.03K

2.46%

Waverly Advisors, LLC

1.07M

Jun 30, 26

-37.84K

2.03%

Cetera Investment Advisers

1.03M

Jun 30, 26

+3.49K

1.96%

WELLS FARGO & COMPANY/MN

1.03M

Jun 30, 26

+99.96K

1.95%

RAYMOND JAMES FINANCIAL INC

1.01M

Jun 30, 26

-43.90K

1.91%

Arbor Investment Advisors, LLC

805.52K

Jun 30, 26

+1.93K

1.53%

ROYAL BANK OF CANADA

767.86K

Jun 30, 26

+64.40K

1.45%

Stonebridge Financial Group, LLC

762.86K

Jun 30, 26

-412

1.44%

FIRST FOUNDATION ADVISORS

739.18K

Jun 30, 26

-19.73K

1.40%

WCG Wealth Advisors LLC

634.76K

Jun 30, 26

-5.70K

1.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

422.43K

Jun 30, 26

+10.35K

0.80%

NFP Retirement, Inc.

355.97K

Jun 30, 26

-17.72K

0.67%

Sanctuary Advisors, LLC

293.04K

Jun 30, 26

+14.90K

0.56%

Baird Financial Group, Inc.

288.25K

Jun 30, 26

-6.37K

0.55%

Equitable Holdings, Inc.

286.78K

Jun 30, 26

+11.02K

0.54%

Traction Financial Partners, LLC

285.58K

Jun 30, 26

+11.65K

0.54%

Johnson & White Wealth Management, LLC

266.42K

Jun 30, 26

+2.13K

0.50%

Three Bridge Wealth Advisors, LLC

261.63K

Jun 30, 26

-5.71K

0.50%

CAPTRUST FINANCIAL ADVISORS

247.80K

Jun 30, 26

-4.68K

0.47%

UBS Group AG

241.39K

Jun 30, 26

-2.07K

0.46%

Federation des caisses Desjardins du Quebec

241.09K

Jun 30, 26

-10.64K

0.46%

AlphaCore Capital LLC

234.26K

Jun 30, 26

-5.03K

0.44%

AQR CAPITAL MANAGEMENT LLC

224.73K

Jun 30, 26

+65.05K

0.43%

Mariner, LLC

223.91K

Jun 30, 26

-2.94K

0.42%

CI INVESTMENTS INC.

220.30K

Jun 30, 26

+220.30K

0.42%

Regal Investment Advisors LLC

179.53K

Jun 30, 26

+4.58K

0.34%

Creative Planning

163.04K

Jun 30, 26

+5.76K

0.31%

Accredited Investors Inc.

161.72K

Jun 30, 26

-7.09K

0.31%

Dynamic Advisor Solutions LLC

161.41K

Jun 30, 26

+13.86K

0.31%

JPMORGAN CHASE & CO

154.16K

Jun 30, 26

+27.58K

0.29%

Arlington Financial Advisors, LLC

153.66K

Jun 30, 26

-2.72K

0.29%

Bank of New York Mellon Corp

153.22K

Jun 30, 26

+2.74K

0.29%

Verum Partners LLC

137.07K

Jun 30, 26

-6.07K

0.26%

Ducere Wealth Management LLC

126.03K

Jun 30, 26

-10.26K

0.24%

Cerity Partners LLC

123.55K

Jun 30, 26

+2.93K

0.23%

Cornerstone Wealth Management, LLC

122.47K

Jun 30, 26

-1.20K

0.23%

Perigon Wealth Management, LLC

117.06K

Jun 30, 26

-4.25K

0.22%

Steward Partners Investment Advisory, LLC

116.85K

Jun 30, 26

+2.29K

0.22%

Invesco Ltd.

115.88K

Jun 30, 26

-243.55K

0.22%

HighTower Advisors, LLC

115.15K

Jun 30, 26

+2.77K

0.22%

ALBION FINANCIAL GROUP /UT

112.20K

Jun 30, 26

0.21%

Charles Schwab Trust Co

109.28K

Jun 30, 26

-6.69K

0.21%

Sunrise Financial Services, LLC

107.92K

Jun 30, 26

+8.64K

0.20%

JONES FINANCIAL COMPANIES LLLP

104.43K

Jun 30, 26

+6.72K

0.20%

AMERIPRISE FINANCIAL INC

103.68K

Jun 30, 26

+24.75K

0.20%

EP Wealth Advisors, LLC

102.79K

Jun 30, 26

+90.31K

0.19%

Lebenthal Global Advisors, LLC

99.55K

Jun 30, 26

+99.55K

0.19%

Wealthspire Advisors, LLC

95.88K

Jun 30, 26

+631

0.18%

Colony Group, LLC

95.86K

Jun 30, 26

-19.64K

0.18%

Quantinno Capital Management LP

92.42K

Jun 30, 26

+40.20K

0.18%

ENVESTNET ASSET MANAGEMENT INC

88.62K

Jun 30, 26

+5.76K

0.17%

COMMONWEALTH EQUITY SERVICES, LLC

80.04K

Jun 30, 26

-1.43K

0.15%

WealthBridge Capital Management, LLC

78.80K

Jun 30, 26

+1.92K

0.15%

Crusonia Wealth Advisors LLC

75.30K

Jun 30, 26

-1.76K

0.14%

Sound Stewardship, LLC

75.20K

Jun 30, 26

-401

0.14%

MERCER GLOBAL ADVISORS INC /ADV

63.13K

Jun 30, 26

+5.17K

0.12%

ADVISOR GROUP HOLDINGS, INC.

59.76K

Jun 30, 26

+5.30K

0.11%

Breakwater Capital Group

58.93K

Jun 30, 26

+554

0.11%

FMR LLC

58.06K

Jun 30, 26

+2.47K

0.11%

JFS WEALTH ADVISORS, LLC

55.57K

Jun 30, 26

+1.96K

0.11%

Modern Wealth Management, LLC

53.05K

Jun 30, 26

0.10%

Legacy Private Trust Co.

52.38K

Jun 30, 26

-1.31K

0.10%

Diversify Advisory Services, LLC

50.27K

Jun 30, 26

+50.27K

0.10%

DIVERSIFY WEALTH MANAGEMENT, LLC

50.27K

Jun 30, 26

-147

0.10%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

46.44K

Jun 30, 26

+2.20K

0.09%

Rockefeller Capital Management L.P.

46.32K

Jun 30, 26

-2.53K

0.09%

TD Waterhouse Canada Inc.

44.02K

Jun 30, 26

-3.05K

0.08%

Boston Standard Wealth Management, LLC

42.39K

Jun 30, 26

+896

0.08%

Clearstead Advisors, LLC

42.27K

Jun 30, 26

-39.93K

0.08%

EQ WEALTH ADVISORS, LLC

41.69K

Jun 30, 26

-3.56K

0.08%

Advisory Services Network, LLC

40.77K

Jun 30, 26

0.08%

GSG Advisors LLC

39.91K

Jun 30, 26

+32

0.08%

IEQ CAPITAL, LLC

39.78K

Jun 30, 26

+251

0.08%

INDEPENDENT FINANCIAL GROUP, LLC

38.76K

Jun 30, 26

+5.71K

0.07%

Kestra Advisory Services, LLC

34.99K

Jun 30, 26

+906

0.07%

CITADEL ADVISORS LLC

34.23K

Jun 30, 26

+34.23K

0.06%

Savant Capital, LLC

33.85K

Jun 30, 26

+1.46K

0.06%

US BANCORP \DE\

32.44K

Jun 30, 26

-750

0.06%

Bell Investment Advisors, Inc

32.14K

Jun 30, 26

-1.52K

0.06%

Cresset Asset Management, LLC

31.90K

Jun 30, 26

+19.05K

0.06%

Evercore Wealth Management, LLC

31.16K

Jun 30, 26

0.06%

Resonant Capital Advisors, LLC

30.39K

Jun 30, 26

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

29.36K

Jun 30, 26

+882

0.06%

GOLDMAN SACHS GROUP INC

27.35K

Jun 30, 26

+27.35K

0.05%

KWB Wealth

27.18K

Jun 30, 26

+185

0.05%

Whipplewood Advisors, LLC

26.29K

Jun 30, 26

-1.81K

0.05%

FORVIS Wealth Advisors, LLC

26.16K

Jun 30, 26

-390

0.05%

BENJAMIN EDWARDS INC

26.09K

Jun 30, 26

+1.16K

0.05%

New England Private Wealth Advisors LLC

25.08K

Jun 30, 26

0.05%

BRIGHTON JONES LLC

24.25K

Jun 30, 26

-286

0.05%

Independent Advisor Alliance

24.16K

Jun 30, 26

-49.05K

0.05%

Private Advisor Group, LLC

24.03K

Jun 30, 26

+1.27K

0.05%

SHAKESPEARE WEALTH MANAGEMENT, INC.

23.10K

Jun 30, 26

0.04%

Sequoia Financial Advisors, LLC

22.91K

Jun 30, 26

+641

0.04%

Buckingham Strategic Partners

22.56K

Jun 30, 26

-240

0.04%

Institute for Wealth Management, LLC.

21.97K

Jun 30, 26

0.04%

Fidelis Capital Partners, LLC

21.92K

Jun 30, 26

+3.46K

0.04%

CITIGROUP INC

21.86K

Jun 30, 26

+1.77K

0.04%

Smith, Salley & Associates

20.74K

Jun 30, 26

0.04%

OMNI 360 Wealth, Inc.

20.73K

Jun 30, 26

-131

0.04%

MAI Capital Management

19.94K

Jun 30, 26

+3.37K

0.04%

Integrated Advisors Network LLC

19.90K

Jun 30, 26

+2.37K

0.04%

Stratos Wealth Partners, LTD.

19.63K

Jun 30, 26

+251

0.04%

Pacific Center for Financial Services

19.37K

Jun 30, 26

+16

0.04%

Parallel Advisors, LLC

18.90K

Jun 30, 26

+498

0.04%

D.A. DAVIDSON & CO.

18.57K

Jun 30, 26

+68

0.04%

Atria Investments, Inc

18.51K

Jun 30, 26

+5.37K

0.04%

Marquette Asset Management, LLC

18.41K

Jun 30, 26

-522

0.03%

WADDELL & ASSOCIATES, LLC

17.94K

Jun 30, 26

+68

0.03%

Merit Financial Group, LLC

17.86K

Jun 30, 26

+665

0.03%

Advance Capital Management, Inc.

17.68K

Jun 30, 26

+508

0.03%

Legacy Trust

17.07K

Jun 30, 26

0.03%

Cambridge Investment Research Advisors, Inc.

16.60K

Jun 30, 26

-382

0.03%

SILVER OAK SECURITIES, INCORPORATED

16.35K

Jun 30, 26

+1.36K

0.03%

NORTHERN TRUST CORP

16.26K

Jun 30, 26

-2.16K

0.03%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

16.20K

Jun 30, 26

-16.52K

0.03%

CI Private Wealth, LLC

15.34K

Jun 30, 26

-8.91K

0.03%

FIRST MANHATTAN CO. LLC.

15.27K

Jun 30, 26

-383

0.03%

Larson Financial Group LLC

15.14K

Jun 30, 26

+2.39K

0.03%

FIRETHORN WEALTH PARTNERS, LLC

14.87K

Jun 30, 26

+3.29K

0.03%

NATIXIS ADVISORS, L.P.

14.46K

Jun 30, 26

+778

0.03%

Vise Technologies, Inc.

14.22K

Jun 30, 26

+6.91K

0.03%

Golden Bell Financial Planning LLC

14.21K

Jun 30, 26

0.03%

RiverFront Investment Group, LLC

14.09K

Jun 30, 26

0.03%

BlackRock, Inc.

13.97K

Jun 30, 26

+1.55K

0.03%

NewEdge Advisors, LLC

13.86K

Jun 30, 26

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

13.76K

Jun 30, 26

-150

0.03%

Wealthfront Advisers LLC

13.69K

Jun 30, 26

-1.77K

0.03%

Harbour Capital Advisors, LLC

13.50K

Jun 30, 26

0.03%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

13.47K

Jun 30, 26

0.03%

Lido Advisors, LLC

13.27K

Jun 30, 26

-1.72K

0.03%

Vertex Planning Partners, LLC

13.15K

Jun 30, 26

+6.11K

0.02%

Oxler Private Wealth LLC

12.91K

Jun 30, 26

-723

0.02%

Virtus Family Office LLC

12.74K

Jun 30, 26

+2.24K

0.02%

BLAIR WILLIAM & CO/IL

12.65K

Jun 30, 26

+5.53K

0.02%

Revolve Wealth Partners, LLC

12.44K

Jun 30, 26

-555

0.02%

Tradition Wealth Management, LLC

12.34K

Jun 30, 26

0.02%

Western Wealth Management, LLC

12.32K

Jun 30, 26

+1.06K

0.02%

Sterling Financial Planning, Inc.

12.05K

Jun 30, 26

-69

0.02%

GLENMEDE TRUST CO NA

11.80K

Jun 30, 26

-25

0.02%

Essex Financial Services, Inc.

11.08K

Jun 30, 26

-330

0.02%

JOHNSON INVESTMENT COUNSEL INC

11.02K

Jun 30, 26

+88

0.02%

HARBOUR INVESTMENT MANAGEMENT LLC

11.00K

Jun 30, 26

0.02%

EnRich Financial Partners LLC

10.60K

Jun 30, 26

-254

0.02%

AIMZ Investment Advisors, LLC

10.50K

Jun 30, 26

0.02%

Kathmere Capital Management, LLC

10.45K

Jun 30, 26

-1.10K

0.02%

Beacon Pointe Advisors, LLC

10.30K

Jun 30, 26

-3.14K

0.02%

Capital Investment Advisors, LLC

10.24K

Jun 30, 26

-171

0.02%

SRS Capital Advisors, Inc.

10.09K

Jun 30, 26

-852

0.02%

Bragg Financial Advisors, Inc

10.05K

Jun 30, 26

-100

0.02%

PFG Advisors

10.02K

Jun 30, 26

-7.35K

0.02%

Aviance Capital Partners, LLC

10.01K

Jun 30, 26

0.02%

FIRST HAWAIIAN BANK

9.86K

Jun 30, 26

0.02%

Prairiewood Capital, LLC

9.72K

Jun 30, 26

0.02%

TopTier Wealth Management, LLC

9.64K

Jun 30, 26

-26

0.02%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

9.47K

Jun 30, 26

0.02%

Resources Investment Advisors, LLC.

9.40K

Jun 30, 26

+9.40K

0.02%

Navigate Wealth Management, LLC

9.38K

Jun 30, 26

-66

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.18K

Jun 30, 26

+998

0.02%

Sigma Planning Corp

9.08K

Jun 30, 26

+457

0.02%

Quadcap Wealth Management, LLC

8.88K

Jun 30, 26

0.02%

Farther Finance Advisors, LLC

8.83K

Jun 30, 26

+530

0.02%

STIFEL FINANCIAL CORP

8.55K

Jun 30, 26

+114

0.02%

Flatrock Wealth Partners LLC

8.35K

Jun 30, 26

+15

0.02%

REGIONS FINANCIAL CORP

8.06K

Jun 30, 26

0.02%

Invariant Investment Management

8.00K

Jun 30, 26

0.02%

Trilogy Capital Inc.

7.97K

Jun 30, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.93K

Jun 30, 26

-25.37K

0.02%

Snowden Capital Advisors LLC

7.80K

Jun 30, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

7.78K

Jun 30, 26

+35

0.01%

Pinnacle Financial Partners, Inc.

7.76K

Jun 30, 26

+1.07K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

7.75K

Jun 30, 26

0.01%

LAIRD NORTON TRUST COMPANY, LLC

7.70K

Jun 30, 26

0.01%

BANK OF MONTREAL /CAN/

7.69K

Jun 30, 26

+1.92K

0.01%

THOROUGHBRED FINANCIAL SERVICES, LLC

7.42K

Jun 30, 26

0.01%

CENTRAL TRUST Co

7.36K

Jun 30, 26

0.01%

Valeo Financial Advisors, LLC

7.25K

Jun 30, 26

0.01%

Janney Montgomery Scott LLC

7.23K

Jun 30, 26

-970

0.01%

Spire Wealth Management

7.23K

Jun 30, 26

-183

0.01%

Colonial Trust Advisors

7.15K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

6.96K

Jun 30, 26

+6.96K

0.01%

Mascoma Wealth Management LLC

6.80K

Jun 30, 26

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

6.78K

Jun 30, 26

-132

0.01%

COURIER CAPITAL LLC

6.75K

Jun 30, 26

0.01%

Trailhead Planners LLC

6.68K

Jun 30, 26

-3.77K

0.01%

BROWN ADVISORY INC

6.50K

Jun 30, 26

0.01%

Financial Alternatives, Inc

6.46K

Jun 30, 26

-100

0.01%

FAS Wealth Partners, Inc.

6.43K

Jun 30, 26

+10

0.01%

Brinker Capital Investments, LLC

6.39K

Jun 30, 26

-20

0.01%

Tower Research Capital LLC (TRC)

6.36K

Jun 30, 26

+6.36K

0.01%

IFP Advisors, Inc

6.03K

Jun 30, 26

+1.00K

0.01%

Principle Wealth Partners LLC

6.00K

Jun 30, 26

0.01%

Sightline Wealth Advisors, LLC

5.85K

Jun 30, 26

+10

0.01%

CIDEL ASSET MANAGEMENT INC

5.79K

Jun 30, 26

0.01%

SHEETS SMITH WEALTH MANAGEMENT

5.75K

Jun 30, 26

+84

0.01%

CIBC Bancorp USA Inc.

5.75K

Jun 30, 26

-724

0.01%

CoreCap Advisors, LLC

5.72K

Jun 30, 26

0.01%

Fermata Advisors, LLC

5.70K

Jun 30, 26

-17

0.01%

Fragasso Group Inc.

5.60K

Jun 30, 26

0.01%

BIP Wealth, LLC

5.54K

Jun 30, 26

+625

0.01%

Carnegie Capital Asset Management, LLC

5.49K

Jun 30, 26

0.01%

Vident Advisory, LLC

5.38K

Jun 30, 26

-291

0.01%

MATHER GROUP, LLC.

5.33K

Jun 30, 26

0.01%

FIFTH THIRD BANCORP

5.27K

Jun 30, 26

-4

0.01%

Badgley Phelps Wealth Managers, LLC

5.17K

Jun 30, 26

0.01%

Intellus Advisors LLC

5.17K

Jun 30, 26

0.01%

Plante Moran Financial Advisors, LLC

5.15K

Jun 30, 26

-1.90K

0.01%

PARK AVENUE SECURITIES LLC

5.12K

Jun 30, 26

-104

0.01%

Ancora Advisors, LLC

5.10K

Jun 30, 26

0.01%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

5.06K

Jun 30, 26

-199

0.01%

ASSETMARK, INC

4.97K

Jun 30, 26

-53

0.01%

Avidian Wealth Solutions, LLC

4.96K

Jun 30, 26

0.01%

Capital Analysts, LLC

4.91K

Jun 30, 26

+10

0.01%

Ameritas Advisory Services, LLC

4.88K

Jun 30, 26

+4.88K

0.01%

MBL Wealth, LLC

4.79K

Jun 30, 26

-100

0.01%

Chicago Partners Investment Group LLC

4.78K

Jun 30, 26

+4.78K

0.01%

MISSION WEALTH MANAGEMENT, LP

4.77K

Jun 30, 26

+4.77K

0.01%

HM PAYSON & CO

4.72K

Jun 30, 26

0.01%

JMG Financial Group, Ltd.

4.70K

Jun 30, 26

+4.70K

0.01%

Root Financial Partners, LLC

4.68K

Jun 30, 26

+671

0.01%

Wedmont Private Capital

4.63K

Jun 30, 26

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

4.59K

Jun 30, 26

+27

0.01%

Western Financial Corp/CA

4.48K

Jun 30, 26

0.01%

LYELL WEALTH MANAGEMENT, LP

4.47K

Jun 30, 26

-200

0.01%

Richmond Investment Services, LLC

4.47K

Jun 30, 26

+4.47K

0.01%

Index Fund Advisors, Inc.

4.46K

Jun 30, 26

-21

0.01%

TCG Advisory Services, LLC

4.44K

Jun 30, 26

+4.44K

0.01%

Fusion Capital, LLC

4.40K

Jun 30, 26

0.01%

Clark Asset Management, LLC

4.37K

Jun 30, 26

+4.37K

0.01%

Global Retirement Partners, LLC

4.35K

Jun 30, 26

+4.35K

0.01%

TRUIST FINANCIAL CORP

4.34K

Jun 30, 26

+4.34K

0.01%

C M BIDWELL & ASSOCIATES LTD

4.33K

Jun 30, 26

0.01%

Genesis Wealth Advisors, LLC

4.32K

Jun 30, 26

+4.32K

0.01%

Forum Financial Management, LP

4.32K

Jun 30, 26

+4.32K

0.01%

Creative Capital Management Investments LLC

4.30K

Jun 30, 26

-105

0.01%

Martin Capital Partners, LLC

4.27K

Jun 30, 26

+4.27K

0.01%

NewCorp Financial Services, Inc.

4.21K

Jun 30, 26

-412

0.01%

Joel Isaacson & Co., LLC

4.19K

Jun 30, 26

+4.19K

0.01%

Plancorp, LLC

4.19K

Jun 30, 26

0.01%

STEPHENS INC /AR/

4.17K

Jun 30, 26

+4.17K

0.01%

MML INVESTORS SERVICES, LLC

4.14K

Jun 30, 26

+4.14K

0.01%

Aptus Capital Advisors, LLC

4.11K

Jun 30, 26

0.01%

TWO SIGMA INVESTMENTS, LP

4.10K

Jun 30, 26

+4.10K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.07K

Jun 30, 26

+4.07K

0.01%

Hirtle Callaghan & Co LLC

4.04K

Jun 30, 26

+4.04K

0.01%

Maple Capital Management, Inc.

4.03K

Jun 30, 26

+4.03K

0.01%

Pinnacle Wealth Management Group, Inc.

3.92K

Jun 30, 26

+3.92K

0.01%

Facet Wealth, Inc.

3.92K

Jun 30, 26

+3.92K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.91K

Jun 30, 26

-737

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

3.88K

Jun 30, 26

0.01%

Balboa Wealth Partners

3.86K

Jun 30, 26

+3.86K

0.01%

Umpqua Bank

3.85K

Jun 30, 26

+3.85K

0.01%

Freedom Day Solutions, LLC

3.77K

Jun 30, 26

+3.77K

0.01%

Solitude Financial Services

3.75K

Jun 30, 26

+3.75K

0.01%

Oakworth Capital, Inc.

3.63K

Jun 30, 26

0.01%

LJI Wealth Management, LLC

3.63K

Jun 30, 26

+3.63K

0.01%

Clearwater Capital Advisors, LLC

3.62K

Jun 30, 26

+3.62K

0.01%

Qube Research & Technologies Ltd

3.23K

Jun 30, 26

+3.23K

0.01%

Wealth Enhancement Trust Services, Inc.

3.19K

Jun 30, 26

0.01%

Fortitude Family Office, LLC

3.11K

Jun 30, 26

0.01%

Geneos Wealth Management Inc.

3.07K

Jun 30, 26

-276

0.01%

VANGUARD ADVISERS INC

3.00K

Jun 30, 26

+12

0.01%

AE Wealth Management LLC

2.79K

Jun 30, 26

+147

0.01%

Allworth Financial LP

2.76K

Jun 30, 26

+190

0.01%

Atlantic Edge Private Wealth Management, LLC

2.68K

Jun 30, 26

0.01%

IFG Advisory, LLC

2.51K

Jun 30, 26

+2.51K

0.00%

Capital Investment Advisory Services, LLC

2.50K

Jun 30, 26

0.00%

Torren Management, LLC

2.50K

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

2.42K

Jun 30, 26

-1.92K

0.00%

Indiana Trust & Investment Management CO

2.38K

Jun 30, 26

0.00%

GAMMA Investing LLC

2.35K

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

2.15K

Jun 30, 26

0.00%

Pioneer Family Office, LLC

2.10K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

2.10K

Jun 30, 26

-261

0.00%

Tidemark, LLC

2.06K

Jun 30, 26

0.00%

Vanguard National Trust Co

1.85K

Jun 30, 26

0.00%

Triumph Capital Management

1.77K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

1.73K

Jun 30, 26

0.00%

Addison Advisors LLC

1.63K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

1.60K

Jun 30, 26

+267

0.00%

Harbor Asset Planning, Inc.

1.60K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.34K

Jun 30, 26

+374

0.00%

PRIVATE TRUST CO NA

1.31K

Jun 30, 26

0.00%

Milestone Investment Advisors LLC

1.31K

Jun 30, 26

0.00%

Clearstead Trust, LLC

1.12K

Jun 30, 26

+140

0.00%

Sachetta, LLC

1.11K

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.05K

Jun 30, 26

0.00%

TSFG, LLC

1.02K

Jun 30, 26

0.00%

Abound Wealth Management

920

Jun 30, 26

0.00%

BOKF, NA

919

Jun 30, 26

0.00%

Hoese & Co LLP

860

Jun 30, 26

0.00%

Coastline Trust Co

825

Jun 30, 26

0.00%

Downshift Financial, LLC

776

Jun 30, 26

+776

0.00%

First Pacific Financial

761

Jun 30, 26

+634

0.00%

HOWE & RUSLING INC

725

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

680

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

679

Jun 30, 26

-3.95K

0.00%

Mosley Wealth Management

670

Jun 30, 26

+670

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

604

Jun 30, 26

+604

0.00%

CKW FINANCIAL GROUP

574

Jun 30, 26

+574

0.00%

Perkins Coie Trust Co

525

Jun 30, 26

0.00%

Allied Private Wealth LLC

515

Jun 30, 26

+515

0.00%

HANTZ FINANCIAL SERVICES, INC.

515

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

513

Jun 30, 26

0.00%

MCF Advisors LLC

511

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

500

Jun 30, 26

+500

0.00%

New Republic Capital, LLC

470

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

443

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

427

Jun 30, 26

+427

0.00%

Bogart Wealth, LLC

423

Jun 30, 26

0.00%

Dunhill Financial, LLC

379

Jun 30, 26

0.00%

Align Financial, LLC

354

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

320

Jun 30, 26

0.00%

Colonial Trust Co / SC

320

Jun 30, 26

0.00%

Quent Capital, LLC

317

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

307

Jun 30, 26

+307

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

295

Jun 30, 26

-65

0.00%

SYM FINANCIAL Corp

295

Jun 30, 26

0.00%

Ankerstar Wealth, LLC

271

Jun 30, 26

0.00%

Activest Wealth Management

259

Jun 30, 26

0.00%

Archer Investment Corp

253

Jun 30, 26

+253

0.00%

Moisand Fitzgerald Tamayo, LLC

250

Jun 30, 26

0.00%

North Star Investment Management Corp.

243

Jun 30, 26

0.00%

Coston, McIsaac & Partners

240

Jun 30, 26

0.00%

Crewe Advisors LLC

238

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

235

Jun 30, 26

+58

0.00%

Medallion Wealth Advisors, LLC

225

Jun 30, 26

-475

0.00%

Fairway Wealth LLC

225

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

213

Jun 30, 26

-11

0.00%

Continuum Advisory, LLC

200

Jun 30, 26

+200

0.00%

Private Wealth Management Group, LLC

183

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

175

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

167

Jun 30, 26

0.00%

Heritage Wealth Advisors

160

Jun 30, 26

+160

0.00%

High Note Wealth, LLC

152

Jun 30, 26

+152

0.00%

Asset Dedication, LLC

150

Jun 30, 26

+150

0.00%

Anchor Bay Capital, Inc.

144

Jun 30, 26

+144

0.00%

Robinswood Financial LLC

140

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

128

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

125

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

124

Jun 30, 26

+124

0.00%

Cordant, Inc.

118

Jun 30, 26

+118

0.00%

Smartleaf Asset Management LLC

108

Jun 30, 26

0.00%

Advocate Investing Services LLC

100

Jun 30, 26

+100

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

0.00%

WealthCollab, LLC

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+75

0.00%

CGC Financial Services, LLC

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

Jun 30, 26

-74

0.00%

ZRC WEALTH MANAGEMENT, LLC

Jun 30, 26

-18

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

0.00%

Prudent Man Investment Management, Inc.

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

Jun 30, 26

0.00%

NVWM, LLC

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-345

Destiny Wealth Partners, LLC

Jun 30, 26

-475

Ameritas Investment Partners, Inc.

Jun 30, 26

-115

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-460

NORDEN GROUP LLC

Jun 30, 26

-4.76K

M Holdings Securities, Inc.

Jun 30, 26

-22.43K

WealthShield Partners, LLC

Jun 30, 26

-9.78K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-390

RMG Wealth Management LLC

Jun 30, 26

-2.86K

WHI TRUST Co LLC

Jun 30, 26

-3.07K

CWM, LLC

11.98K

Mar 31, 26

+5.90K

0.02%

Sunbelt Securities, Inc.

1.73K

Mar 31, 26

0.00%

Red Tortoise LLC

625

Mar 31, 26

0.00%

McIlrath & Eck, LLC

147

Mar 31, 26

-10

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

+41

0.00%

GM Advisory Group, Inc.

Mar 31, 26

-7.38K

Clarius Group, LLC

44.48K

Dec 31, 25

-3.96K

0.08%

CIBC Private Wealth Group, LLC

6.60K

Dec 31, 25

+214

0.01%

COMERICA BANK

5.45K

Dec 31, 25

-5.00K

0.01%

Litman Gregory Wealth Management LLC

2.69K

Dec 31, 25

+2.69K

0.01%

Motiv8 Investments LLC

Dec 31, 25

+60

0.00%

Glenmede Investment Management, LP

12.20K

Sep 30, 25

0.02%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

7.91K

Sep 30, 25

0.01%

WETHERBY ASSET MANAGEMENT INC

7.70K

Sep 30, 25

0.01%

PINNACLE FINANCIAL PARTNERS INC

6.70K

Sep 30, 25

-108

0.01%

Sonora Investment Management Group, LLC

5.33K

Sep 30, 25

+5.33K

0.01%

Vishria Bird Financial Group, LLC

4.65K

Sep 30, 25

+4.65K

0.01%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-391

Lion Street Advisors, LLC

Sep 30, 25

-31.43K

AVANTAX ADVISORY SERVICES, INC.

543.85K

Jun 30, 25

+37.93K

1.03%

Efficient Frontier Advisors LLC

7.76K

Jun 30, 25

+20

0.01%

Congress Wealth Management LLC / DE /

6.97K

Jun 30, 25

+6.97K

0.01%

Capital Market Strategies LLC

6.83K

Jun 30, 25

-875

0.01%

Callan Capital, LLC

271.23K

Mar 31, 25

-5.71K

0.51%

Orion Portfolio Solutions, LLC

9.75K

Mar 31, 25

+276

0.02%

Schechter Investment Advisors, LLC

7.08K

Mar 31, 25

-250

0.01%

Sandy Spring Bank

1.73K

Mar 31, 25

+692

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.25K

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

6.15K

Dec 31, 24

-2.00K

0.01%

RAYMOND JAMES & ASSOCIATES

936.63K

Sep 30, 24

+6.95K

1.77%

Raymond James Financial Services Advisors, Inc.

105.78K

Sep 30, 24

-4.95K

0.20%

Private Ocean, LLC

81.85K

Jun 30, 24

-1.94K

0.16%

Abbrea Capital, LLC

7.67K

Jun 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-717

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-5.19K

Charles Schwab Investment Advisory, Inc.

20.36M

Mar 31, 24

-648.30K

38.56%

Cetera Advisor Networks LLC

404.43K

Mar 31, 24

+7.17K

0.77%

Connectus Wealth, LLC

7.25K

Mar 31, 24

0.01%

Cutler Group LLC / CA

Mar 31, 24

-1.50K

WADE G W & INC

106.53K

Dec 31, 23

0.20%

WEALTHSOURCE PARTNERS, LLC

80.84K

Dec 31, 23

-2.24K

0.15%

Resource Planning Group

41.94K

Dec 31, 23

-4.40K

0.08%

DFPG INVESTMENTS, LLC

38.76K

Dec 31, 23

-8.76K

0.07%

Bridgeworth, LLC

23.52K

Dec 31, 23

0.04%

Baystate Wealth Management LLC

869

Dec 31, 23

0.00%

Bartlett & Co. LLC

295

Dec 31, 23

-235

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

16.18K

Sep 30, 23

+12.72K

0.03%

PFS INVESTMENTS INC.

151.92K

Jun 30, 23

+7.08K

0.29%

TimeScale Financial, Inc.

Jun 30, 23

0.00%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

0.00%

Personal Capital Advisors Corp

1.56K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

289

Dec 31, 22

+33

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-35

Kore Private Wealth LLC

20.24K

Sep 30, 22

+590

0.04%

BALASA DINVERNO & FOLTZ LLC

1.48K

Sep 30, 22

0.00%

Covington Capital Management

130

Sep 30, 22

0.00%

American Portfolios Advisors

100

Sep 30, 22

0.00%

American Research & Management Co.

Sep 30, 22

0.00%

55I, LLC

Sep 30, 22

-1.36K

ACG Wealth

Sep 30, 22

-187

Frontier Wealth Management LLC

63.17K

Jun 30, 22

+63.17K

0.12%

HC FINANCIAL ADVISORS INC

835

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

3.40K

Mar 31, 22

+1.37K

0.01%

Carroll Financial Associates, Inc.

72.46K

Dec 31, 21

-421

0.14%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-229

0.00%

Harborview Advisors, LLC

2.29K

Sep 30, 21

-19

0.00%

HATTON CONSULTING, INC.

1.44K

Sep 30, 21

0.00%

BADGLEY PHELPS & BELL INC

1.83K

Jun 30, 21

-130

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

22.17K

Dec 31, 20

0.04%

SVA Wealth Management, LLC

1.88K

Dec 31, 20

-136

0.00%

Watson Rebecca

2.46K

Sep 30, 20

0.00%

Argent Wealth Management LLC

1.68K

Jun 30, 20

+1.68K

0.00%

TRUEWEALTH LLC

265

Jun 30, 20

-155

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

174.30K

Dec 31, 19

-15.49K

0.33%

Advisor Group, Inc.

21.49K

Dec 31, 19

-481

0.04%

MADISON INVESTMENT HOLDINGS INC

5.53K

Sep 30, 19

0.01%

MRA Associates USA LLC

Sep 30, 19

-85

0.00%

Delphi Private Advisors LLC

65.28K

Jun 30, 19

-834

0.12%

Live Your Vision, LLC

4.26K

Mar 31, 19

+149

0.01%

Horizon Kinetics LLC

27.30K

Dec 31, 18

+27.30K

0.05%

Mosaic Financial Partners, Inc.

28.37K

Jun 30, 18

+28.37K

0.05%