Invesco S&P 500 Equal Weight Technology ETF(RSPT)

$64.77—Stale · unknown old

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Invesco S&P 500 Equal Weight Technology ETF(RSPT)

NYSE • Last print unknown ago

$64.77—Stale · unknown old

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RSPT(RSPT)

RSPT

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Institutional Ownership

Top 587 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	4.04M	Jun 30, 26	-1.19M	5.94%
MORGAN STANLEY	2.87M	Jun 30, 26	+300.37K	4.22%
WELLS FARGO & COMPANY/MN	2.55M	Jun 30, 26	+135.35K	3.76%
LPL Financial LLC	1.99M	Jun 30, 26	-540	2.93%
Baltimore-Washington Financial Advisors, Inc.	1.74M	Jun 30, 26	+46.25K	2.56%
UBS Group AG	1.46M	Jun 30, 26	-40.91K	2.15%
Davis Investment Partners, LLC	1.25M	Jun 30, 26	-2.18K	1.84%
ROYAL BANK OF CANADA	1.22M	Jun 30, 26	-38.18K	1.80%
RAYMOND JAMES FINANCIAL INC	1.20M	Jun 30, 26	-77.41K	1.76%
JPMORGAN CHASE & CO	1.15M	Jun 30, 26	-8.79K	1.68%
HighTower Advisors, LLC	932.39K	Jun 30, 26	+546.20K	1.37%
ADVISOR GROUP HOLDINGS, INC.	852.23K	Jun 30, 26	+59.54K	1.25%
TWO SIGMA INVESTMENTS, LP	829.90K	Jun 30, 26	+309.50K	1.22%
GOLDMAN SACHS GROUP INC	768.80K	Jun 30, 26	+129.90K	1.13%
CAPTRUST FINANCIAL ADVISORS	697.41K	Jun 30, 26	-22.38K	1.03%
Baker Avenue Asset Management, LP	637.08K	Jun 30, 26	+31.72K	0.94%
Summit Trail Advisors, LLC	605.87K	Jun 30, 26	+36.98K	0.89%
Bouchey Financial Group Ltd	471.35K	Jun 30, 26	-2.42K	0.69%
Quadrature Capital Ltd	406.26K	Jun 30, 26	+406.26K	0.60%
StoneX Group Inc.	395.24K	Jun 30, 26	-54.02K	0.58%
PGIM Custom Harvest LLC	388.66K	Jun 30, 26	-23.85K	0.57%
Cetera Investment Advisers	380.85K	Jun 30, 26	+39.15K	0.56%
AMERIPRISE FINANCIAL INC	370.03K	Jun 30, 26	-47.33K	0.54%
COMMONWEALTH EQUITY SERVICES, LLC	337.55K	Jun 30, 26	+44.39K	0.50%
RFP Financial Group LLC	315.62K	Jun 30, 26	+315.62K	0.46%
ENVESTNET ASSET MANAGEMENT INC	296.36K	Jun 30, 26	+15.63K	0.44%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	268.90K	Jun 30, 26	+240.36K	0.40%
Rockport Wealth LLC	267.46K	Jun 30, 26	+25.08K	0.39%
Mariner, LLC	249.03K	Jun 30, 26	-6.78K	0.37%
MISSION WEALTH MANAGEMENT, LP	230.18K	Jun 30, 26	+210.27K	0.34%
CONDOR CAPITAL MANAGEMENT	221.32K	Jun 30, 26	-6.84K	0.33%
Prasad Wealth Partners, LLC	219.86K	Jun 30, 26	-111.80K	0.32%
AQR CAPITAL MANAGEMENT LLC	202.72K	Jun 30, 26	--	0.30%
NEVILLE RODIE & SHAW INC	202.65K	Jun 30, 26	+1.30K	0.30%
PATTEN & PATTEN INC/TN	199.97K	Jun 30, 26	+18.17K	0.29%
Farther Finance Advisors, LLC	187.82K	Jun 30, 26	-7.80K	0.28%
Aventus Investment Advisors, Inc.	182.93K	Jun 30, 26	-23.60K	0.27%
Janney Montgomery Scott LLC	181.30K	Jun 30, 26	+811	0.27%
SRS Capital Advisors, Inc.	180.77K	Jun 30, 26	+177.11K	0.27%
STIFEL FINANCIAL CORP	174.80K	Jun 30, 26	-16.64K	0.26%
ATLAS CAPITAL ADVISORS LLC	170.87K	Jun 30, 26	+26.66K	0.25%
Federation des caisses Desjardins du Quebec	167.55K	Jun 30, 26	-14.60K	0.25%
Yoder Wealth Management, Inc.	161.66K	Jun 30, 26	+4.29K	0.24%
HB Wealth Management, LLC	148.20K	Jun 30, 26	-111	0.22%
Activest Wealth Management	143.95K	Jun 30, 26	-5.85K	0.21%
Joseph P. Lucia & Associates, LLC	143.03K	Jun 30, 26	-2.49K	0.21%
Vestmark Advisory Solutions, Inc.	138.01K	Jun 30, 26	-188	0.20%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	134.44K	Jun 30, 26	+6.19K	0.20%
Cascade Wealth Advisors, Inc	131.87K	Jun 30, 26	-944	0.19%
Kestra Advisory Services, LLC	131.01K	Jun 30, 26	-13.05K	0.19%
VISTA INVESTMENT MANAGEMENT	126.53K	Jun 30, 26	+1.21K	0.19%
Advisory Services Network, LLC	126.32K	Jun 30, 26	-109	0.19%
Destination Wealth Management	125.17K	Jun 30, 26	-5.18K	0.18%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	121.58K	Jun 30, 26	-28.84K	0.18%
ISLAY CAPITAL MANAGEMENT, LLC	118.16K	Jun 30, 26	+18.95K	0.17%
Allworth Financial LP	118.10K	Jun 30, 26	-16.73K	0.17%
FIFTH THIRD SECURITIES, INC.	110.33K	Jun 30, 26	-19.03K	0.16%
CI Private Wealth, LLC	109.57K	Jun 30, 26	+16.20K	0.16%
Lido Advisors, LLC	108.44K	Jun 30, 26	-17.93K	0.16%
Legacy Private Trust Co.	107.30K	Jun 30, 26	-7.32K	0.16%
TRUIST FINANCIAL CORP	106.90K	Jun 30, 26	-7.50K	0.16%
Live Oak Investment Partners	101.23K	Jun 30, 26	-645	0.15%
MML INVESTORS SERVICES, LLC	101.14K	Jun 30, 26	+68.39K	0.15%
THRIVENT FINANCIAL FOR LUTHERANS	98.77K	Jun 30, 26	-20.32K	0.15%
Cambridge Investment Research Advisors, Inc.	98.60K	Jun 30, 26	-2.35K	0.15%
Sage Capital Advisors,llc	97.77K	Jun 30, 26	+97.77K	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	95.88K	Jun 30, 26	-15.68K	0.14%
Private Advisory Group LLC	95.42K	Jun 30, 26	+95.42K	0.14%
Quantinno Capital Management LP	93.51K	Jun 30, 26	-17.34K	0.14%
Arch Global Advisors, LLC	93.32K	Jun 30, 26	-1.45K	0.14%
Climber Capital SA	91.22K	Jun 30, 26	-3.95K	0.13%
Rockefeller Capital Management L.P.	90.34K	Jun 30, 26	-7.79K	0.13%
Detalus Advisors, LLC	90.01K	Jun 30, 26	-7.81K	0.13%
Creative Planning	88.21K	Jun 30, 26	+1.48K	0.13%
PW Nova Financial Services LLC	85.85K	Jun 30, 26	+2.87K	0.13%
Walker Asset Management, LLC	85.43K	Jun 30, 26	-1.94K	0.13%
PARK AVENUE SECURITIES LLC	85.38K	Jun 30, 26	-3.75K	0.13%
Focus Financial Network, Inc.	84.83K	Jun 30, 26	+50.13K	0.12%
COMPASS FINANCIAL MANAGEMENT LLC	84.19K	Jun 30, 26	+84.19K	0.12%
Chicago Wealth Management, Inc.	82.10K	Jun 30, 26	+75.17K	0.12%
SAGE RHINO CAPITAL LLC	81.44K	Jun 30, 26	-41.16K	0.12%
STEPHENS INC /AR/	78.72K	Jun 30, 26	-527	0.12%
JONES FINANCIAL COMPANIES LLLP	78.64K	Jun 30, 26	+11.09K	0.12%
Hartford Financial Management Inc.	78.12K	Jun 30, 26	--	0.11%
SYKON CAPITAL LLC	76.96K	Jun 30, 26	+76.96K	0.11%
BFSG, LLC	76.90K	Jun 30, 26	+1.11K	0.11%
NewEdge Advisors, LLC	75.79K	Jun 30, 26	+8.29K	0.11%
Apriem Advisors	72.56K	Jun 30, 26	+1.01K	0.11%
Patten Group, Inc.	72.03K	Jun 30, 26	+6.97K	0.11%
Redhawk Wealth Advisors, Inc.	70.58K	Jun 30, 26	-51.71K	0.10%
MERCER GLOBAL ADVISORS INC /ADV	70.51K	Jun 30, 26	-16.15K	0.10%
Koshinski Asset Management, Inc.	68.10K	Jun 30, 26	-306	0.10%
Bawa N Mallick Trust	64.08K	Jun 30, 26	--	0.09%
FMR LLC	63.97K	Jun 30, 26	+3.31K	0.09%
Biltmore Family Office, LLC	63.33K	Jun 30, 26	-55	0.09%
Allen Capital Group, LLC	62.89K	Jun 30, 26	-526	0.09%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	62.72K	Jun 30, 26	+1.03K	0.09%
Empirical Asset Management, LLC	62.30K	Jun 30, 26	-6.31K	0.09%
Bullock Wealth Management Group	59.73K	Jun 30, 26	+59.73K	0.09%
Cerity Partners LLC	58.53K	Jun 30, 26	-2.68K	0.09%
Sanctuary Advisors, LLC	57.83K	Jun 30, 26	-879	0.09%
Private Advisor Group, LLC	57.34K	Jun 30, 26	-26.64K	0.08%
Investor's Fiduciary Advisor Network, LLC	56.33K	Jun 30, 26	+23.89K	0.08%
Hills Bank & Trust Co	56.10K	Jun 30, 26	-3.23K	0.08%
VALICENTI ADVISORY SERVICES INC	56.05K	Jun 30, 26	--	0.08%
DHJJ Financial Advisors, Ltd.	54.72K	Jun 30, 26	-150	0.08%
Portus Wealth Advisors, LLC	52.24K	Jun 30, 26	+207	0.08%
Geneos Wealth Management Inc.	52.15K	Jun 30, 26	+20.74K	0.08%
JAMES INVESTMENT RESEARCH INC	51.75K	Jun 30, 26	+51.75K	0.08%
Paller Financial Services Inc	51.56K	Jun 30, 26	-3.26K	0.08%
Gladstone Institutional Advisory LLC	51.24K	Jun 30, 26	+39.26K	0.08%
KENNICOTT CAPITAL MANAGEMENT LLC	48.10K	Jun 30, 26	-9.25K	0.07%
VALLEY NATIONAL ADVISERS INC	46.88K	Jun 30, 26	--	0.07%
Dynamic Advisor Solutions LLC	46.32K	Jun 30, 26	+5.40K	0.07%
GeoWealth Management, LLC	46.12K	Jun 30, 26	+46.12K	0.07%
Secure Asset Management, LLC	44.76K	Jun 30, 26	-62	0.07%
SCOTIA CAPITAL INC.	43.94K	Jun 30, 26	+43.94K	0.06%
Buckingham Strategic Partners	43.78K	Jun 30, 26	-15.95K	0.06%
HHM Wealth Advisors, LLC	43.55K	Jun 30, 26	--	0.06%
McGuire Investment Group, LLC	43.03K	Jun 30, 26	--	0.06%
FIRST NATIONAL BANK OF OMAHA	42.88K	Jun 30, 26	--	0.06%
Bank of New York Mellon Corp	40.89K	Jun 30, 26	-6.42K	0.06%
Abbot Financial Management, Inc.	37.94K	Jun 30, 26	-584	0.06%
PERRYMAN FINANCIAL ADVISORY INC /AD	37.20K	Jun 30, 26	-2.85K	0.05%
Tradition Wealth Management, LLC	36.94K	Jun 30, 26	-364	0.05%
Clearstead Advisors, LLC	36.72K	Jun 30, 26	+3.73K	0.05%
UBS ASSET MANAGEMENT AMERICAS INC	36.49K	Jun 30, 26	--	0.05%
Qube Research & Technologies Ltd	35.89K	Jun 30, 26	+34.73K	0.05%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	35.77K	Jun 30, 26	-791	0.05%
Carnegie Capital Asset Management, LLC	35.16K	Jun 30, 26	-2.92K	0.05%
Sequoia Financial Advisors, LLC	34.08K	Jun 30, 26	--	0.05%
Prostatis Group LLC	33.85K	Jun 30, 26	--	0.05%
Diversify Advisory Services, LLC	33.29K	Jun 30, 26	+33.29K	0.05%
DIVERSIFY WEALTH MANAGEMENT, LLC	33.29K	Jun 30, 26	+33.29K	0.05%
BigSur Wealth Management LLC	32.30K	Jun 30, 26	+9.80K	0.05%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	31.66K	Jun 30, 26	-7.56K	0.05%
American Financial Advisors, LLC	31.64K	Jun 30, 26	-4.79K	0.05%
Friedenthal Financial	31.45K	Jun 30, 26	-8.98K	0.05%
Crane Advisory, LLC	31.04K	Jun 30, 26	--	0.05%
SeaCrest Wealth Management, LLC	30.90K	Jun 30, 26	+894	0.05%
Steward Partners Investment Advisory, LLC	30.75K	Jun 30, 26	-3.94K	0.05%
Beacon Pointe Advisors, LLC	30.21K	Jun 30, 26	+2.33K	0.04%
CAHILL FINANCIAL ADVISORS INC	29.98K	Jun 30, 26	-32	0.04%
FIFTH THIRD BANCORP	29.38K	Jun 30, 26	+2.69K	0.04%
Monument Capital Management	29.20K	Jun 30, 26	-2.77K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	27.86K	Jun 30, 26	-2.67K	0.04%
Astoria Portfolio Advisors LLC.	27.44K	Jun 30, 26	+1.56K	0.04%
Elmwood Wealth Management, Inc.	25.87K	Jun 30, 26	-312	0.04%
Bryn Mawr Capital Management, LLC	25.54K	Jun 30, 26	-1.59K	0.04%
CMH Wealth Management LLC	25.20K	Jun 30, 26	-962	0.04%
Goldstein Advisors, LLC	25.02K	Jun 30, 26	-410	0.04%
Bramshill Investments, LLC	25.00K	Jun 30, 26	-10.00K	0.04%
Equitable Holdings, Inc.	24.81K	Jun 30, 26	+1.13K	0.04%
Halter Ferguson Financial Inc.	24.65K	Jun 30, 26	-5.65K	0.04%
MAI Capital Management	24.10K	Jun 30, 26	-1.24K	0.04%
PRINCIPAL SECURITIES, INC.	23.67K	Jun 30, 26	+13.83K	0.03%
Kapstone Financial Advisors LLC	23.54K	Jun 30, 26	--	0.03%
IFP Advisors, Inc	22.87K	Jun 30, 26	+105	0.03%
Ausdal Financial Partners, Inc.	22.67K	Jun 30, 26	+685	0.03%
REICON WEALTH ADVISORS, LLC	22.61K	Jun 30, 26	+3.06K	0.03%
ZACKS INVESTMENT MANAGEMENT	21.87K	Jun 30, 26	+11	0.03%
FCA CORP /TX	21.86K	Jun 30, 26	+1.08K	0.03%
NATIONAL BANK OF CANADA /FI/	21.80K	Jun 30, 26	+503	0.03%
Everest Financial Group LLC	21.19K	Jun 30, 26	+1	0.03%
Global Wealth Strategies & Associates	20.55K	Jun 30, 26	+20.55K	0.03%
CITIGROUP INC	20.24K	Jun 30, 26	+7.19K	0.03%
One Charles Private Wealth Services, LLC	19.38K	Jun 30, 26	-11.63K	0.03%
Vise Technologies, Inc.	19.30K	Jun 30, 26	+19.30K	0.03%
Blue Rock Wealth Management LLC	19.25K	Jun 30, 26	-800	0.03%
NORTHERN TRUST CORP	19.18K	Jun 30, 26	-357	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	19.15K	Jun 30, 26	+19.15K	0.03%
Retirement Planning Group	18.94K	Jun 30, 26	--	0.03%
BROWN BROTHERS HARRIMAN & CO	18.60K	Jun 30, 26	--	0.03%
Optas, LLC	18.45K	Jun 30, 26	-18.67K	0.03%
COMMERCE BANK	18.27K	Jun 30, 26	-500	0.03%
Hilltop Partners LLC	18.08K	Jun 30, 26	-816	0.03%
Simplicity Wealth,LLC	17.72K	Jun 30, 26	+17.72K	0.03%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	17.47K	Jun 30, 26	-1.08K	0.03%
BROWN ADVISORY INC	17.35K	Jun 30, 26	+6	0.03%
Global Assets Advisory, LLC	16.73K	Jun 30, 26	+16.73K	0.02%
Colony Group, LLC	16.66K	Jun 30, 26	+5.34K	0.02%
Kaizen Financial Strategies	16.40K	Jun 30, 26	-1.47K	0.02%
Berger Financial Group, Inc	16.23K	Jun 30, 26	-59	0.02%
PACIFIC SUN FINANCIAL CORP	16.20K	Jun 30, 26	-5.25K	0.02%
SEGALL BRYANT & HAMILL, LLC	16.00K	Jun 30, 26	--	0.02%
Kovack Advisors, Inc.	15.82K	Jun 30, 26	-1.40K	0.02%
Summit Place Financial Advisors, LLC	15.57K	Jun 30, 26	-355	0.02%
Acorn Wealth Advisors, LLC	15.55K	Jun 30, 26	+11	0.02%
Royal Fund Management, LLC	15.53K	Jun 30, 26	-43	0.02%
Wealth Management Associates, Inc.	15.43K	Jun 30, 26	-324	0.02%
FIRST TRUST ADVISORS LP	15.36K	Jun 30, 26	--	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	15.08K	Jun 30, 26	+15.08K	0.02%
BlackRock, Inc.	14.86K	Jun 30, 26	+6.55K	0.02%
CHOREO, LLC	14.69K	Jun 30, 26	--	0.02%
MOULTON WEALTH MANAGEMENT, INC	14.62K	Jun 30, 26	+14.62K	0.02%
Kingsview Wealth Management, LLC	14.60K	Jun 30, 26	+14.60K	0.02%
BXM Wealth LLC	14.50K	Jun 30, 26	--	0.02%
Kathmere Capital Management, LLC	14.00K	Jun 30, 26	--	0.02%
TCFG Investment Advisors, LLC	13.92K	Jun 30, 26	-69	0.02%
SFE Investment Counsel	13.85K	Jun 30, 26	-419	0.02%
Ethos Capital Management, Inc.	13.82K	Jun 30, 26	-5.31K	0.02%
OPPENHEIMER & CO INC	13.65K	Jun 30, 26	+1.05K	0.02%
Clearwater Capital Advisors, LLC	13.59K	Jun 30, 26	--	0.02%
Waverly Advisors, LLC	13.58K	Jun 30, 26	-2.19K	0.02%
NewEdge Wealth, LLC	13.45K	Jun 30, 26	+3.85K	0.02%
SILVER OAK SECURITIES, INCORPORATED	13.32K	Jun 30, 26	-337	0.02%
Calamos Wealth Management LLC	13.27K	Jun 30, 26	--	0.02%
Pensionmark Financial Group, LLC	13.26K	Jun 30, 26	-130	0.02%
ROCKLAND TRUST CO	13.07K	Jun 30, 26	--	0.02%
SAX WEALTH ADVISORS, LLC	12.99K	Jun 30, 26	-15.66K	0.02%
Bogart Wealth, LLC	12.77K	Jun 30, 26	+1.01K	0.02%
Orographic Financial Advisors, LLC	12.76K	Jun 30, 26	+4	0.02%
CIBC Bancorp USA Inc.	12.68K	Jun 30, 26	-6.08K	0.02%
Financial Sense Advisors, Inc.	12.57K	Jun 30, 26	+12.57K	0.02%
Toroso Investments, LLC	12.54K	Jun 30, 26	+12.54K	0.02%
THOROUGHBRED FINANCIAL SERVICES, LLC	12.49K	Jun 30, 26	+1	0.02%
Kaydan Wealth Management, Inc.	12.44K	Jun 30, 26	+204	0.02%
CASTLE WEALTH MANAGEMENT LLC	12.37K	Jun 30, 26	--	0.02%
PFG Advisors	12.13K	Jun 30, 26	+1.48K	0.02%
Sage Capital Management, LLC	11.95K	Jun 30, 26	+3.25K	0.02%
GREENLEAF TRUST	11.84K	Jun 30, 26	--	0.02%
Evergreen Wealth Solutions, LLC	11.69K	Jun 30, 26	+8	0.02%
Briggs Wealth Management, Inc	11.66K	Jun 30, 26	+289	0.02%
Savvy Advisors, Inc.	11.65K	Jun 30, 26	--	0.02%
Aviance Capital Partners, LLC	11.55K	Jun 30, 26	--	0.02%
PKS Advisory Services, LLC	11.20K	Jun 30, 26	+2.46K	0.02%
Prosperity Consulting Group, LLC	11.09K	Jun 30, 26	--	0.02%
BANK OF MONTREAL /CAN/	11.09K	Jun 30, 26	+1.39K	0.02%
MITCHELL SINKLER & STARR/PA	10.94K	Jun 30, 26	-465	0.02%
Zhang Financial LLC	10.89K	Jun 30, 26	--	0.02%
Prime Capital Investment Advisors, LLC	10.67K	Jun 30, 26	--	0.02%
FIDUCIARY FINANCIAL ADVISORS	10.62K	Jun 30, 26	+10.62K	0.02%
Y.D. More Investments Ltd	10.54K	Jun 30, 26	--	0.02%
CIBC WORLD MARKET INC.	10.54K	Jun 30, 26	+10.54K	0.02%
Per Stirling Capital Management, LLC.	10.25K	Jun 30, 26	-151	0.02%
Hilltop Holdings Inc.	10.06K	Jun 30, 26	-189	0.01%
Oakworth Capital, Inc.	10.00K	Jun 30, 26	--	0.01%
B. Riley Wealth Advisors, Inc.	9.97K	Jun 30, 26	+5	0.01%
CAPITAL ADVISORS INC/OK	9.70K	Jun 30, 26	--	0.01%
Van Diest Capital, LLC	9.66K	Jun 30, 26	+2.69K	0.01%
Envestnet Portfolio Solutions, Inc.	9.63K	Jun 30, 26	+9.63K	0.01%
Jupiter Topco LLC	9.48K	Jun 30, 26	+9.48K	0.01%
D.A. DAVIDSON & CO.	9.39K	Jun 30, 26	-15	0.01%
IPG Investment Advisors LLC	9.25K	Jun 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	9.25K	Jun 30, 26	+515	0.01%
FULTON BANK, N.A.	9.00K	Jun 30, 26	--	0.01%
Wealth Enhancement Trust Services, Inc.	8.91K	Jun 30, 26	-854	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	8.84K	Jun 30, 26	-455	0.01%
NEW WAVE WEALTH ADVISORS LLC	8.83K	Jun 30, 26	+1.47K	0.01%
Advisory Alpha, LLC	8.76K	Jun 30, 26	-17.27K	0.01%
PURSUIT WEALTH STRATEGIES, LLC	8.70K	Jun 30, 26	-400	0.01%
Advisor OS, LLC	8.60K	Jun 30, 26	+3	0.01%
Dakota Wealth Management	8.58K	Jun 30, 26	--	0.01%
Cassaday & Co Wealth Management LLC	8.48K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	8.30K	Jun 30, 26	--	0.01%
Stratos Wealth Partners, LTD.	8.29K	Jun 30, 26	+334	0.01%
Ameritas Advisory Services, LLC	8.25K	Jun 30, 26	+8.25K	0.01%
Signal Advisors Wealth, LLC	8.24K	Jun 30, 26	+3.44K	0.01%
Sunbeam Capital Management, LLC	8.16K	Jun 30, 26	+8.16K	0.01%
NorthRock Partners, LLC	8.11K	Jun 30, 26	-353	0.01%
Financial Engines Advisors L.L.C.	8.06K	Jun 30, 26	-3.07K	0.01%
BECK CAPITAL MANAGEMENT, LLC	8.01K	Jun 30, 26	-49	0.01%
Crescent Sterling, Ltd.	7.96K	Jun 30, 26	+140	0.01%
Disciplined Investors, L.L.C.	7.85K	Jun 30, 26	--	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.84K	Jun 30, 26	-28.43K	0.01%
Chicago Partners Investment Group LLC	7.75K	Jun 30, 26	+108	0.01%
Sigma Planning Corp	7.64K	Jun 30, 26	+3.22K	0.01%
Baird Financial Group, Inc.	7.63K	Jun 30, 26	-1	0.01%
BSW Wealth Partners	7.62K	Jun 30, 26	+3	0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO	7.60K	Jun 30, 26	-365	0.01%
SUMMIT WEALTH GROUP LLC / CO	7.54K	Jun 30, 26	-26	0.01%
YOUNGS ADVISORY GROUP, INC.	7.54K	Jun 30, 26	-353	0.01%
MELFA WEALTH MANAGEMENT, LLC	7.50K	Jun 30, 26	-23.82K	0.01%
Oak Harvest Investment Services	7.50K	Jun 30, 26	--	0.01%
Gryphon Financial Partners LLC	7.50K	Jun 30, 26	--	0.01%
Marex Group plc	7.50K	Jun 30, 26	+7.50K	0.01%
MONEY CONCEPTS CAPITAL CORP	7.48K	Jun 30, 26	-100	0.01%
Savant Capital, LLC	7.39K	Jun 30, 26	+7.39K	0.01%
FIRST NATIONAL TRUST CO	7.34K	Jun 30, 26	-300	0.01%
DEUTSCHE BANK AG\	7.34K	Jun 30, 26	--	0.01%
EP Wealth Advisors, LLC	7.32K	Jun 30, 26	+2.13K	0.01%
VestGen Advisors, LLC	7.31K	Jun 30, 26	--	0.01%
Venture Visionary Partners LLC	7.24K	Jun 30, 26	-1.25K	0.01%
Value Investment Professionals, LLC	7.24K	Jun 30, 26	+7.24K	0.01%
TD Waterhouse Canada Inc.	7.20K	Jun 30, 26	--	0.01%
Arbor Investment Advisors, LLC	7.18K	Jun 30, 26	-1	0.01%
NWF Advisory Services Inc.	7.03K	Jun 30, 26	+984	0.01%
Atria Investments, Inc	7.01K	Jun 30, 26	-2.94K	0.01%
Pathstone Holdings, LLC	7.00K	Jun 30, 26	--	0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC	7.00K	Jun 30, 26	+7.00K	0.01%
Wealthspire Advisors, LLC	6.98K	Jun 30, 26	+6.98K	0.01%
Aurora Private Wealth, Inc.	6.95K	Jun 30, 26	+10	0.01%
Strategic Financial Concepts, LLC	6.95K	Jun 30, 26	+5	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	6.91K	Jun 30, 26	+1.08K	0.01%
MONOGRAPH WEALTH ADVISORS, LLC	6.87K	Jun 30, 26	--	0.01%
Guilbault Capital LLC	6.82K	Jun 30, 26	-436	0.01%
WBH ADVISORY INC	6.75K	Jun 30, 26	-250	0.01%
SEVEN MILE ADVISORY	6.75K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	6.73K	Jun 30, 26	+5.73K	0.01%
Koss-Olinger Consulting, LLC	6.64K	Jun 30, 26	+5	0.01%
Purkiss Capital Advisors LLC	6.62K	Jun 30, 26	--	0.01%
Sharp Financial Services, LLC	6.58K	Jun 30, 26	+6.58K	0.01%
MGO ONE SEVEN LLC	6.57K	Jun 30, 26	+278	0.01%
ATX Financial Planning, LLC	6.52K	Jun 30, 26	+2	0.01%
Laurel Wealth Advisors LLC	6.43K	Jun 30, 26	--	0.01%
ZRC WEALTH MANAGEMENT, LLC	6.34K	Jun 30, 26	+630	0.01%
Purus Wealth Management, LLC	6.33K	Jun 30, 26	--	0.01%
Summit Financial, LLC	6.32K	Jun 30, 26	-621	0.01%
PEDDOCK CAPITAL ADVISORS, LLC	6.30K	Jun 30, 26	--	0.01%
J.W. COLE ADVISORS, INC.	6.19K	Jun 30, 26	+1	0.01%
LexAurum Advisors, LLC	6.11K	Jun 30, 26	+363	0.01%
PRIVATE TRUST CO NA	5.96K	Jun 30, 26	-7.99K	0.01%
Allred Capital Management, LLC	5.96K	Jun 30, 26	+879	0.01%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	5.95K	Jun 30, 26	--	0.01%
Fidelis Capital Partners, LLC	5.89K	Jun 30, 26	--	0.01%
Concurrent Investment Advisors, LLC	5.78K	Jun 30, 26	+354	0.01%
HARBOUR INVESTMENTS, INC.	5.72K	Jun 30, 26	-113	0.01%
Modera Wealth Management, LLC	5.68K	Jun 30, 26	--	0.01%
Williams & Novak, LLC	5.57K	Jun 30, 26	--	0.01%
Raab & Moskowitz Asset Management LLC	5.56K	Jun 30, 26	-38	0.01%
Blackston Financial Advisory Group, LLC	5.56K	Jun 30, 26	-148	0.01%
High Point Wealth Management, LLC	5.49K	Jun 30, 26	--	0.01%
LAZARI CAPITAL MANAGEMENT, INC.	5.46K	Jun 30, 26	--	0.01%
Main Street Group, LTD	5.45K	Jun 30, 26	--	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5.44K	Jun 30, 26	-150	0.01%
PFG Investments, LLC	5.42K	Jun 30, 26	-404	0.01%
GODSEY & GIBB, INC	5.36K	Jun 30, 26	--	0.01%
ZWJ INVESTMENT COUNSEL INC	5.36K	Jun 30, 26	--	0.01%
Miracle Mile Advisors, LLC	5.26K	Jun 30, 26	--	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	5.23K	Jun 30, 26	--	0.01%
HEADINVEST, LLC	5.12K	Jun 30, 26	+500	0.01%
NICOLET BANKSHARES INC	5.03K	Jun 30, 26	--	0.01%
ALBION FINANCIAL GROUP /UT	5.02K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	5.01K	Jun 30, 26	+5.01K	0.01%
Sovereign Financial Group, Inc.	5.00K	Jun 30, 26	--	0.01%
Clayton Financial Group LLC	5.00K	Jun 30, 26	--	0.01%
Independent Advisor Alliance	5.00K	Jun 30, 26	-540.75K	0.01%
Krilogy Financial LLC	5.00K	Jun 30, 26	--	0.01%
Wagner Wealth Management, LLC	4.99K	Jun 30, 26	+3	0.01%
Integrated Wealth Concepts LLC	4.99K	Jun 30, 26	+4.99K	0.01%
ASPIRIANT, LLC	4.99K	Jun 30, 26	--	0.01%
First National Advisers, LLC	4.97K	Jun 30, 26	--	0.01%
OLIO Financial Planning	4.94K	Jun 30, 26	--	0.01%
BRIGHTON JONES LLC	4.93K	Jun 30, 26	+1	0.01%
Essex Financial Services, Inc.	4.85K	Jun 30, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.79K	Jun 30, 26	+4.79K	0.01%
GLR Partners, LLC	4.75K	Jun 30, 26	--	0.01%
Sankala Group LLC	4.71K	Jun 30, 26	+1.91K	0.01%
Polaris Investment Advisors, LLC	4.60K	Jun 30, 26	--	0.01%
XTX Topco Ltd	4.59K	Jun 30, 26	+4.59K	0.01%
Allspring Global Investments Holdings, LLC	4.59K	Jun 30, 26	+1.15K	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	4.54K	Jun 30, 26	--	0.01%
CX Institutional	4.53K	Jun 30, 26	-12.01K	0.01%
Foundations Investment Advisors, LLC	4.51K	Jun 30, 26	+1	0.01%
Ballentine Partners, LLC	4.42K	Jun 30, 26	+4.42K	0.01%
GRIMES & COMPANY, INC.	4.41K	Jun 30, 26	+4.41K	0.01%
Triangle Securities Wealth Management	4.41K	Jun 30, 26	+4.41K	0.01%
Rede Wealth, LLC	4.40K	Jun 30, 26	+4.40K	0.01%
CLUNE & ASSOCIATES, LTD.	4.33K	Jun 30, 26	+4.33K	0.01%
71 West Capital Partners	4.30K	Jun 30, 26	+4.30K	0.01%
Valmark Advisers, Inc.	4.28K	Jun 30, 26	+4.28K	0.01%
ASSOCIATED BANC-CORP	4.27K	Jun 30, 26	+4.27K	0.01%
Capital Investment Advisors, LLC	4.24K	Jun 30, 26	-471	0.01%
Williamson Legacy Group, LLC	4.23K	Jun 30, 26	-1.28K	0.01%
BERKSHIRE ASSET MANAGEMENT LLC/PA	4.20K	Jun 30, 26	+4.20K	0.01%
Canvas Wealth Advisors, LLC	4.14K	Jun 30, 26	+4.14K	0.01%
ROMANO BROTHERS AND COMPANY	4.10K	Jun 30, 26	+4.10K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.08K	Jun 30, 26	+4.08K	0.01%
Cornerstone Advisory, LLC	4.06K	Jun 30, 26	+4.06K	0.01%
SALEM INVESTMENT COUNSELORS INC	4.04K	Jun 30, 26	--	0.01%
Robertson Stephens Wealth Management, LLC	4.03K	Jun 30, 26	+4.03K	0.01%
TAGStone Capital, Inc.	4.00K	Jun 30, 26	+4.00K	0.01%
MJP ASSOCIATES INC /ADV	4.00K	Jun 30, 26	+4.00K	0.01%
Manchester Capital Management LLC	4.00K	Jun 30, 26	--	0.01%
Clear Trail Advisors, LLC	4.00K	Jun 30, 26	+4.00K	0.01%
APPLETON PARTNERS INC/MA	3.95K	Jun 30, 26	+3.95K	0.01%
FIRST FOUNDATION ADVISORS	3.91K	Jun 30, 26	+3.91K	0.01%
GLENMEDE TRUST CO NA	3.90K	Jun 30, 26	--	0.01%
Strategic Advisors LLC	3.83K	Jun 30, 26	+3.83K	0.01%
One Day In July LLC	3.83K	Jun 30, 26	+3.83K	0.01%
FORVIS Wealth Advisors, LLC	3.81K	Jun 30, 26	+3.81K	0.01%
Redwood Financial Network Corp	3.81K	Jun 30, 26	+3.81K	0.01%
Indivisible Partners	3.80K	Jun 30, 26	+3.80K	0.01%
SMITH, MOORE & CO.	3.75K	Jun 30, 26	+3.75K	0.01%
Clarity Financial LLC	3.70K	Jun 30, 26	+3.70K	0.01%
CCG WEALTH MANAGEMENT, LLC	3.68K	Jun 30, 26	+3.68K	0.01%
AE Wealth Management LLC	3.62K	Jun 30, 26	-890	0.01%
ARS Wealth Advisors Group, LLC	3.60K	Jun 30, 26	+3.60K	0.01%
Plan A Wealth LLC	3.58K	Jun 30, 26	+3.58K	0.01%
Alhambra Investment Partners LLC	3.56K	Jun 30, 26	+3.56K	0.01%
Stratos Wealth Advisors, LLC	3.55K	Jun 30, 26	+3.55K	0.01%
BLAIR WILLIAM & CO/IL	3.53K	Jun 30, 26	-31.36K	0.01%
CAP Partners, LLC	3.51K	Jun 30, 26	+3.51K	0.01%
BLUEDOOR PRIVATE WEALTH, LLC	3.50K	Jun 30, 26	+3.50K	0.01%
Keystone Financial Group	3.50K	Jun 30, 26	+3.50K	0.01%
Venturi Wealth Management, LLC	3.44K	Jun 30, 26	+3.44K	0.01%
Montz Harcus Wealth Management LLC	3.42K	Jun 30, 26	+3.42K	0.01%
PINNACLE ASSOCIATES LTD	3.40K	Jun 30, 26	+3.40K	0.01%
ABLE Financial Group, LLC	3.36K	Jun 30, 26	+3.36K	0.00%
Vident Advisory, LLC	3.36K	Jun 30, 26	+3.36K	0.00%
Perigon Wealth Management, LLC	3.35K	Jun 30, 26	+3.35K	0.00%
FRANKLIN RESOURCES INC	3.33K	Jun 30, 26	--	0.00%
Clarus Group, Inc.	3.30K	Jun 30, 26	+3.30K	0.00%
Meridian Wealth Management, LLC	3.27K	Jun 30, 26	+3.27K	0.00%
Evolution Wealth Advisors, LLC	3.25K	Jun 30, 26	+3.25K	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	3.25K	Jun 30, 26	+3.25K	0.00%
KCM INVESTMENT ADVISORS LLC	3.25K	Jun 30, 26	+3.25K	0.00%
CRA Financial Services, LLC	3.25K	Jun 30, 26	+3.25K	0.00%
PATRICK M SWEENEY & ASSOCIATES, INC	3.21K	Jun 30, 26	+3.21K	0.00%
TRB Wealth Management, LLC	3.20K	Jun 30, 26	+3.20K	0.00%
KORNITZER CAPITAL MANAGEMENT INC /KS	3.20K	Jun 30, 26	+3.20K	0.00%
CFO4Life Group, LLC	3.17K	Jun 30, 26	+3.17K	0.00%
Peak Retirement Planning, Inc.	3.17K	Jun 30, 26	+3.17K	0.00%
Coyle Financial Counsel LLC	3.16K	Jun 30, 26	+3.16K	0.00%
Balboa Wealth Partners	3.10K	Jun 30, 26	+3.10K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	3.03K	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	3.00K	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	2.73K	Jun 30, 26	+1	0.00%
Atlantic Private Wealth, LLC	2.65K	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	2.55K	Jun 30, 26	+2.55K	0.00%
Harbor Asset Planning, Inc.	2.54K	Jun 30, 26	+2	0.00%
WEBSTER BANK, N. A.	2.52K	Jun 30, 26	+2.52K	0.00%
MCDONALD PARTNERS LLC	2.35K	Jun 30, 26	+2.35K	0.00%
CARY STREET PARTNERS FINANCIAL LLC	2.35K	Jun 30, 26	+2.35K	0.00%
HOLLENCREST CAPITAL MANAGEMENT	2.25K	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	2.00K	Jun 30, 26	--	0.00%
MONTAG A & ASSOCIATES INC	2.00K	Jun 30, 26	+2.00K	0.00%
Balentine LLC	1.87K	Jun 30, 26	--	0.00%
CENTAURUS FINANCIAL, INC.	1.82K	Jun 30, 26	+1.82K	0.00%
IMA Wealth, Inc.	1.82K	Jun 30, 26	+1.82K	0.00%
Steigerwald, Gordon & Koch Inc.	1.72K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	1.62K	Jun 30, 26	--	0.00%
Finley Financial, LLC	1.60K	Jun 30, 26	+1.60K	0.00%
Parallel Advisors, LLC	1.58K	Jun 30, 26	+700	0.00%
Founders Capital Management	1.54K	Jun 30, 26	--	0.00%
TFC Financial Management, Inc.	1.51K	Jun 30, 26	--	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	1.43K	Jun 30, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	1.35K	Jun 30, 26	+1	0.00%
Walsh & Associates, LLC	1.30K	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	1.30K	Jun 30, 26	+1.30K	0.00%
Collier Financial	1.21K	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	1.18K	Jun 30, 26	+175	0.00%
Banque Transatlantique SA	1.17K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.14K	Jun 30, 26	+1.14K	0.00%
Ameritas Investment Partners, Inc.	1.08K	Jun 30, 26	-100	0.00%
Markowski Investments	1.00K	Jun 30, 26	+1.00K	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	955	Jun 30, 26	--	0.00%
Global Trust Asset Management, LLC	910	Jun 30, 26	+840	0.00%
Front Row Advisors LLC	900	Jun 30, 26	--	0.00%
FAS Wealth Partners, Inc.	861	Jun 30, 26	-200	0.00%
NBC SECURITIES, INC.	840	Jun 30, 26	--	0.00%
Smith, Salley & Associates	801	Jun 30, 26	--	0.00%
Caldwell Trust Co	690	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	680	Jun 30, 26	--	0.00%
HM PAYSON & CO	600	Jun 30, 26	--	0.00%
ASSETMARK, INC	556	Jun 30, 26	+196	0.00%
West Branch Capital LLC	543	Jun 30, 26	+543	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	509	Jun 30, 26	-260	0.00%
Measured Wealth Private Client Group, LLC	490	Jun 30, 26	+490	0.00%
Capital Advisors, Ltd. LLC	482	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	476	Jun 30, 26	-2.22K	0.00%
AlphaCore Capital LLC	424	Jun 30, 26	-32	0.00%
Russell Investments Group, Ltd.	417	Jun 30, 26	+417	0.00%
Capital Analysts, LLC	402	Jun 30, 26	+1	0.00%
Highland Investment Advisors LLC	369	Jun 30, 26	+369	0.00%
Ritter Daniher Financial Advisory LLC / DE	362	Jun 30, 26	--	0.00%
SSA SWISS ADVISORS AG	350	Jun 30, 26	--	0.00%
MCF Advisors LLC	340	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	323	Jun 30, 26	+323	0.00%
US BANCORP \DE\	320	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	274	Jun 30, 26	+1	0.00%
MATHER GROUP, LLC.	230	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	219	Jun 30, 26	+1	0.00%
Roxbury Financial LLC	212	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	209	Jun 30, 26	+209	0.00%
SYM FINANCIAL Corp	200	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	175	Jun 30, 26	--	0.00%
Asset Dedication, LLC	173	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	161	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	150	Jun 30, 26	+150	0.00%
TRUST CO OF TOLEDO NA /OH/	134	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	120	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	110	Jun 30, 26	--	0.00%
Abound Wealth Management	110	Jun 30, 26	+110	0.00%
FINANCIAL CONSULATE, INC	95	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	89	Jun 30, 26	--	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	76	Jun 30, 26	+76	0.00%
Strategic Wealth Partners, Ltd.	75	Jun 30, 26	--	0.00%
GAMMA Investing LLC	70	Jun 30, 26	--	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	70	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	70	Jun 30, 26	-100	0.00%
HOWE & RUSLING INC	60	Jun 30, 26	--	0.00%
City State Bank	60	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	51	Jun 30, 26	--	0.00%
LOWE BROCKENBROUGH & CO INC	44	Jun 30, 26	+44	0.00%
BNP PARIBAS ARBITRAGE, SNC	20	Jun 30, 26	-39.98K	0.00%
Ronald Blue Trust, Inc.	13	Jun 30, 26	-153	0.00%
Dunhill Financial, LLC	12	Jun 30, 26	+12	0.00%
Go Invest LLC	5	Jun 30, 26	+5	0.00%
Networth Advisors, LLC	1	Jun 30, 26	+1	0.00%
Hickory Point Bank & Trust	--	Jun 30, 26	-869	--
Apollon Wealth Management, LLC	--	Jun 30, 26	-14.81K	--
Compass Wealth Management, LLC/GA	--	Jun 30, 26	-338.01K	--
Addison Advisors LLC	--	Jun 30, 26	-9.66K	--
Calamos Advisors LLC	--	Jun 30, 26	-13.27K	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-113	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-500	--
Scarborough Advisors, LLC	--	Jun 30, 26	-51	--
HRT FINANCIAL LP	--	Jun 30, 26	-8.82K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-451	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.50K	--
INVESTMENT COUNSEL CO OF NEVADA	--	Jun 30, 26	-197	--
New Republic Capital, LLC	--	Jun 30, 26	-790	--
Seal Cove Capital, LLC	--	Jun 30, 26	-1.41K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-6.57K	--
RMG Wealth Management LLC	--	Jun 30, 26	-1.47M	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-58.76K	--
Root Financial Partners, LLC	--	Jun 30, 26	-738	--
FRG Family Wealth Advisors LLC	200.90K	Mar 31, 26	-16.07K	0.30%
U.S. Capital Wealth Advisors, LLC	185.64K	Mar 31, 26	-2.74K	0.27%
CWM, LLC	14.07K	Mar 31, 26	+1.11K	0.02%
TCFG WEALTH MANAGEMENT, LLC	13.99K	Mar 31, 26	+3.96K	0.02%
Sunbelt Securities, Inc.	10.14K	Mar 31, 26	+3	0.01%
Richard Bernstein Advisors LLC	8.82K	Mar 31, 26	-2.07K	0.01%
GM Advisory Group, Inc.	6.76K	Mar 31, 26	+6	0.01%
Vivaldi Capital Management LP	5.04K	Mar 31, 26	--	0.01%
Parkside Financial Bank & Trust	1.28K	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	209	Mar 31, 26	+65	0.00%
COMERICA BANK	26.86K	Dec 31, 25	-6.54K	0.04%
Creegan & Nassoura Financial Group, LLC	26.54K	Dec 31, 25	+26.54K	0.04%
CIBC Private Wealth Group, LLC	18.76K	Dec 31, 25	-2.45K	0.03%
FineMark National Bank & Trust	14.06K	Dec 31, 25	--	0.02%
ROVIN CAPITAL /UT/ /ADV	7.85K	Dec 31, 25	-19	0.01%
PURE PORTFOLIOS HOLDINGS LLC	7.55K	Dec 31, 25	-925	0.01%
Vishria Bird Financial Group, LLC	59.03K	Sep 30, 25	-5	0.09%
COUNTRY CLUB BANK /GFN	44.44K	Sep 30, 25	-70	0.07%
OAK HILL WEALTH ADVISORS, LLC	21.87K	Sep 30, 25	--	0.03%
Moloney Securities Asset Management, LLC	6.43K	Sep 30, 25	-90	0.01%
AllSquare Wealth Management LLC	5.75K	Sep 30, 25	--	0.01%
Glenmede Investment Management, LP	3.90K	Sep 30, 25	--	0.01%
OPTIMUM INVESTMENT ADVISORS	600	Sep 30, 25	--	0.00%
Accredited Wealth Management, LLC	257	Sep 30, 25	-83	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-1.00K	--
Smith Anglin Financial, LLC	264.10K	Jun 30, 25	+15.63K	0.39%
Capital Market Strategies LLC	68.57K	Jun 30, 25	-22.43K	0.10%
Congress Wealth Management LLC / DE /	9.51K	Jun 30, 25	--	0.01%
Atria Wealth Solutions, Inc.	8.84K	Jun 30, 25	-88.32K	0.01%
AVANTAX ADVISORY SERVICES, INC.	6.67K	Jun 30, 25	+166	0.01%
Sebold Capital Management, Inc.	6.60K	Jun 30, 25	-365	0.01%
Graypoint LLC	--	Jun 30, 25	-414.21K	--
Orion Portfolio Solutions, LLC	6.97K	Mar 31, 25	--	0.01%
CAROLINAS WEALTH CONSULTING LLC	--	Mar 31, 25	-393	--
SignalPoint Asset Management, LLC	215.17K	Dec 31, 24	-13.23K	0.32%
Treynor Bancshares, Inc.	132.78K	Dec 31, 24	-103.97K	0.20%
WMS Partners, LLC	127.92K	Dec 31, 24	-2.63K	0.19%
UNIONVIEW, LLC	7.23K	Dec 31, 24	+7	0.01%
LAKE STREET ADVISORS GROUP, LLC	6.50K	Dec 31, 24	--	0.01%
Kiely Wealth Advisory Group, Inc.	502	Dec 31, 24	--	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-340	--
Raymond James Financial Services Advisors, Inc.	887.29K	Sep 30, 24	-13.09K	1.31%
RAYMOND JAMES & ASSOCIATES	423.90K	Sep 30, 24	+66.02K	0.62%
Essex Private Wealth Management, LLC	77.09K	Sep 30, 24	-463	0.11%
Axiom Advisory, LLC	47.36K	Sep 30, 24	+740	0.07%
RAYMOND JAMES TRUST N.A.	44.14K	Sep 30, 24	-81	0.06%
First Trust Direct Indexing L.P.	15.26K	Sep 30, 24	+15.26K	0.02%
Carmichael Hill & Associates, Inc.	5.75K	Sep 30, 24	-316	0.01%
Annapolis Financial Services, LLC	1.68K	Sep 30, 24	--	0.00%
Peterson Financial Group, Inc.	1.05K	Sep 30, 24	+1.05K	0.00%
SYSTM Wealth Solutions LLC	--	Sep 30, 24	-184	--
CARY STREET PARTNERS ASSET MANAGEMENT LLC	--	Sep 30, 24	-16.29K	--
BlackRock Inc.	30.80K	Jun 30, 24	+798	0.05%
HoyleCohen, LLC	9.60K	Jun 30, 24	-425	0.01%
Private Ocean, LLC	5.68K	Jun 30, 24	+7	0.01%
JANICZEK WEALTH MANAGEMENT, LLC	270	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	90.61K	Mar 31, 24	+38.80K	0.13%
Cetera Advisors LLC	81.39K	Mar 31, 24	+13.08K	0.12%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	11.47K	Mar 31, 24	-691	0.02%
Curi Wealth Management, LLC	130.13K	Dec 31, 23	+10.38K	0.19%
FOCUS FINANCIAL NETWORK INC /ADV	72.01K	Dec 31, 23	+72.01K	0.11%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	288.02K	Sep 30, 23	+265.20K	0.42%
Milestone Advisory Partners	42.24K	Sep 30, 23	+38.57K	0.06%
PATHSTONE FAMILY OFFICE, LLC	7.50K	Sep 30, 23	+7.50K	0.01%
MASTRAPASQUA ASSET MANAGEMENT INC	--	Sep 30, 23	-869	--
Financial Architects, Inc	4.49K	Jun 30, 23	-139	0.01%
BDO Wealth Advisors, LLC	1.53K	Jun 30, 23	+4	0.00%
Veritable, L.P.	700	Jun 30, 23	+700	0.00%
Kalos Management, Inc.	567	Jun 30, 23	+1	0.00%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

4.04M

Jun 30, 26

-1.19M

5.94%

MORGAN STANLEY

2.87M

Jun 30, 26

+300.37K

4.22%

WELLS FARGO & COMPANY/MN

2.55M

Jun 30, 26

+135.35K

3.76%

LPL Financial LLC

1.99M

Jun 30, 26

-540

2.93%

Baltimore-Washington Financial Advisors, Inc.

1.74M

Jun 30, 26

+46.25K

2.56%

UBS Group AG

1.46M

Jun 30, 26

-40.91K

2.15%

Davis Investment Partners, LLC

1.25M

Jun 30, 26

-2.18K

1.84%

ROYAL BANK OF CANADA

1.22M

Jun 30, 26

-38.18K

1.80%

RAYMOND JAMES FINANCIAL INC

1.20M

Jun 30, 26

-77.41K

1.76%

JPMORGAN CHASE & CO

1.15M

Jun 30, 26

-8.79K

1.68%

HighTower Advisors, LLC

932.39K

Jun 30, 26

+546.20K

1.37%

ADVISOR GROUP HOLDINGS, INC.

852.23K

Jun 30, 26

+59.54K

1.25%

TWO SIGMA INVESTMENTS, LP

829.90K

Jun 30, 26

+309.50K

1.22%

GOLDMAN SACHS GROUP INC

768.80K

Jun 30, 26

+129.90K

1.13%

CAPTRUST FINANCIAL ADVISORS

697.41K

Jun 30, 26

-22.38K

1.03%

Baker Avenue Asset Management, LP

637.08K

Jun 30, 26

+31.72K

0.94%

Summit Trail Advisors, LLC

605.87K

Jun 30, 26

+36.98K

0.89%

Bouchey Financial Group Ltd

471.35K

Jun 30, 26

-2.42K

0.69%

Quadrature Capital Ltd

406.26K

Jun 30, 26

+406.26K

0.60%

StoneX Group Inc.

395.24K

Jun 30, 26

-54.02K

0.58%

PGIM Custom Harvest LLC

388.66K

Jun 30, 26

-23.85K

0.57%

Cetera Investment Advisers

380.85K

Jun 30, 26

+39.15K

0.56%

AMERIPRISE FINANCIAL INC

370.03K

Jun 30, 26

-47.33K

0.54%

COMMONWEALTH EQUITY SERVICES, LLC

337.55K

Jun 30, 26

+44.39K

0.50%

RFP Financial Group LLC

315.62K

Jun 30, 26

+315.62K

0.46%

ENVESTNET ASSET MANAGEMENT INC

296.36K

Jun 30, 26

+15.63K

0.44%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

268.90K

Jun 30, 26

+240.36K

0.40%

Rockport Wealth LLC

267.46K

Jun 30, 26

+25.08K

0.39%

Mariner, LLC

249.03K

Jun 30, 26

-6.78K

0.37%

MISSION WEALTH MANAGEMENT, LP

230.18K

Jun 30, 26

+210.27K

0.34%

CONDOR CAPITAL MANAGEMENT

221.32K

Jun 30, 26

-6.84K

0.33%

Prasad Wealth Partners, LLC

219.86K

Jun 30, 26

-111.80K

0.32%

AQR CAPITAL MANAGEMENT LLC

202.72K

Jun 30, 26

0.30%

NEVILLE RODIE & SHAW INC

202.65K

Jun 30, 26

+1.30K

0.30%

PATTEN & PATTEN INC/TN

199.97K

Jun 30, 26

+18.17K

0.29%

Farther Finance Advisors, LLC

187.82K

Jun 30, 26

-7.80K

0.28%

Aventus Investment Advisors, Inc.

182.93K

Jun 30, 26

-23.60K

0.27%

Janney Montgomery Scott LLC

181.30K

Jun 30, 26

+811

0.27%

SRS Capital Advisors, Inc.

180.77K

Jun 30, 26

+177.11K

0.27%

STIFEL FINANCIAL CORP

174.80K

Jun 30, 26

-16.64K

0.26%

ATLAS CAPITAL ADVISORS LLC

170.87K

Jun 30, 26

+26.66K

0.25%

Federation des caisses Desjardins du Quebec

167.55K

Jun 30, 26

-14.60K

0.25%

Yoder Wealth Management, Inc.

161.66K

Jun 30, 26

+4.29K

0.24%

HB Wealth Management, LLC

148.20K

Jun 30, 26

-111

0.22%

Activest Wealth Management

143.95K

Jun 30, 26

-5.85K

0.21%

Joseph P. Lucia & Associates, LLC

143.03K

Jun 30, 26

-2.49K

0.21%

Vestmark Advisory Solutions, Inc.

138.01K

Jun 30, 26

-188

0.20%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

134.44K

Jun 30, 26

+6.19K

0.20%

Cascade Wealth Advisors, Inc

131.87K

Jun 30, 26

-944

0.19%

Kestra Advisory Services, LLC

131.01K

Jun 30, 26

-13.05K

0.19%

VISTA INVESTMENT MANAGEMENT

126.53K

Jun 30, 26

+1.21K

0.19%

Advisory Services Network, LLC

126.32K

Jun 30, 26

-109

0.19%

Destination Wealth Management

125.17K

Jun 30, 26

-5.18K

0.18%

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

121.58K

Jun 30, 26

-28.84K

0.18%

ISLAY CAPITAL MANAGEMENT, LLC

118.16K

Jun 30, 26

+18.95K

0.17%

Allworth Financial LP

118.10K

Jun 30, 26

-16.73K

0.17%

FIFTH THIRD SECURITIES, INC.

110.33K

Jun 30, 26

-19.03K

0.16%

CI Private Wealth, LLC

109.57K

Jun 30, 26

+16.20K

0.16%

Lido Advisors, LLC

108.44K

Jun 30, 26

-17.93K

0.16%

Legacy Private Trust Co.

107.30K

Jun 30, 26

-7.32K

0.16%

TRUIST FINANCIAL CORP

106.90K

Jun 30, 26

-7.50K

0.16%

Live Oak Investment Partners

101.23K

Jun 30, 26

-645

0.15%

MML INVESTORS SERVICES, LLC

101.14K

Jun 30, 26

+68.39K

0.15%

THRIVENT FINANCIAL FOR LUTHERANS

98.77K

Jun 30, 26

-20.32K

0.15%

Cambridge Investment Research Advisors, Inc.

98.60K

Jun 30, 26

-2.35K

0.15%

Sage Capital Advisors,llc

97.77K

Jun 30, 26

+97.77K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

95.88K

Jun 30, 26

-15.68K

0.14%

Private Advisory Group LLC

95.42K

Jun 30, 26

+95.42K

0.14%

Quantinno Capital Management LP

93.51K

Jun 30, 26

-17.34K

0.14%

Arch Global Advisors, LLC

93.32K

Jun 30, 26

-1.45K

0.14%

Climber Capital SA

91.22K

Jun 30, 26

-3.95K

0.13%

Rockefeller Capital Management L.P.

90.34K

Jun 30, 26

-7.79K

0.13%

Detalus Advisors, LLC

90.01K

Jun 30, 26

-7.81K

0.13%

Creative Planning

88.21K

Jun 30, 26

+1.48K

0.13%

PW Nova Financial Services LLC

85.85K

Jun 30, 26

+2.87K

0.13%

Walker Asset Management, LLC

85.43K

Jun 30, 26

-1.94K

0.13%

PARK AVENUE SECURITIES LLC

85.38K

Jun 30, 26

-3.75K

0.13%

Focus Financial Network, Inc.

84.83K

Jun 30, 26

+50.13K

0.12%

COMPASS FINANCIAL MANAGEMENT LLC

84.19K

Jun 30, 26

+84.19K

0.12%

Chicago Wealth Management, Inc.

82.10K

Jun 30, 26

+75.17K

0.12%

SAGE RHINO CAPITAL LLC

81.44K

Jun 30, 26

-41.16K

0.12%

STEPHENS INC /AR/

78.72K

Jun 30, 26

-527

0.12%

JONES FINANCIAL COMPANIES LLLP

78.64K

Jun 30, 26

+11.09K

0.12%

Hartford Financial Management Inc.

78.12K

Jun 30, 26

0.11%

SYKON CAPITAL LLC

76.96K

Jun 30, 26

+76.96K

0.11%

BFSG, LLC

76.90K

Jun 30, 26

+1.11K

0.11%

NewEdge Advisors, LLC

75.79K

Jun 30, 26

+8.29K

0.11%

Apriem Advisors

72.56K

Jun 30, 26

+1.01K

0.11%

Patten Group, Inc.

72.03K

Jun 30, 26

+6.97K

0.11%

Redhawk Wealth Advisors, Inc.

70.58K

Jun 30, 26

-51.71K

0.10%

MERCER GLOBAL ADVISORS INC /ADV

70.51K

Jun 30, 26

-16.15K

0.10%

Koshinski Asset Management, Inc.

68.10K

Jun 30, 26

-306

0.10%

Bawa N Mallick Trust

64.08K

Jun 30, 26

0.09%

FMR LLC

63.97K

Jun 30, 26

+3.31K

0.09%

Biltmore Family Office, LLC

63.33K

Jun 30, 26

-55

0.09%

Allen Capital Group, LLC

62.89K

Jun 30, 26

-526

0.09%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

62.72K

Jun 30, 26

+1.03K

0.09%

Empirical Asset Management, LLC

62.30K

Jun 30, 26

-6.31K

0.09%

Bullock Wealth Management Group

59.73K

Jun 30, 26

+59.73K

0.09%

Cerity Partners LLC

58.53K

Jun 30, 26

-2.68K

0.09%

Sanctuary Advisors, LLC

57.83K

Jun 30, 26

-879

0.09%

Private Advisor Group, LLC

57.34K

Jun 30, 26

-26.64K

0.08%

Investor's Fiduciary Advisor Network, LLC

56.33K

Jun 30, 26

+23.89K

0.08%

Hills Bank & Trust Co

56.10K

Jun 30, 26

-3.23K

0.08%

VALICENTI ADVISORY SERVICES INC

56.05K

Jun 30, 26

0.08%

DHJJ Financial Advisors, Ltd.

54.72K

Jun 30, 26

-150

0.08%

Portus Wealth Advisors, LLC

52.24K

Jun 30, 26

+207

0.08%

Geneos Wealth Management Inc.

52.15K

Jun 30, 26

+20.74K

0.08%

JAMES INVESTMENT RESEARCH INC

51.75K

Jun 30, 26

+51.75K

0.08%

Paller Financial Services Inc

51.56K

Jun 30, 26

-3.26K

0.08%

Gladstone Institutional Advisory LLC

51.24K

Jun 30, 26

+39.26K

0.08%

KENNICOTT CAPITAL MANAGEMENT LLC

48.10K

Jun 30, 26

-9.25K

0.07%

VALLEY NATIONAL ADVISERS INC

46.88K

Jun 30, 26

0.07%

Dynamic Advisor Solutions LLC

46.32K

Jun 30, 26

+5.40K

0.07%

GeoWealth Management, LLC

46.12K

Jun 30, 26

+46.12K

0.07%

Secure Asset Management, LLC

44.76K

Jun 30, 26

-62

0.07%

SCOTIA CAPITAL INC.

43.94K

Jun 30, 26

+43.94K

0.06%

Buckingham Strategic Partners

43.78K

Jun 30, 26

-15.95K

0.06%

HHM Wealth Advisors, LLC

43.55K

Jun 30, 26

0.06%

McGuire Investment Group, LLC

43.03K

Jun 30, 26

0.06%

FIRST NATIONAL BANK OF OMAHA

42.88K

Jun 30, 26

0.06%

Bank of New York Mellon Corp

40.89K

Jun 30, 26

-6.42K

0.06%

Abbot Financial Management, Inc.

37.94K

Jun 30, 26

-584

0.06%

PERRYMAN FINANCIAL ADVISORY INC /AD

37.20K

Jun 30, 26

-2.85K

0.05%

Tradition Wealth Management, LLC

36.94K

Jun 30, 26

-364

0.05%

Clearstead Advisors, LLC

36.72K

Jun 30, 26

+3.73K

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

36.49K

Jun 30, 26

0.05%

Qube Research & Technologies Ltd

35.89K

Jun 30, 26

+34.73K

0.05%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

35.77K

Jun 30, 26

-791

0.05%

Carnegie Capital Asset Management, LLC

35.16K

Jun 30, 26

-2.92K

0.05%

Sequoia Financial Advisors, LLC

34.08K

Jun 30, 26

0.05%

Prostatis Group LLC

33.85K

Jun 30, 26

0.05%

Diversify Advisory Services, LLC

33.29K

Jun 30, 26

+33.29K

0.05%

DIVERSIFY WEALTH MANAGEMENT, LLC

33.29K

Jun 30, 26

+33.29K

0.05%

BigSur Wealth Management LLC

32.30K

Jun 30, 26

+9.80K

0.05%

SBE LLC DBA CEDAR COVE WEALTH PARTNERS

31.66K

Jun 30, 26

-7.56K

0.05%

American Financial Advisors, LLC

31.64K

Jun 30, 26

-4.79K

0.05%

Friedenthal Financial

31.45K

Jun 30, 26

-8.98K

0.05%

Crane Advisory, LLC

31.04K

Jun 30, 26

0.05%

SeaCrest Wealth Management, LLC

30.90K

Jun 30, 26

+894

0.05%

Steward Partners Investment Advisory, LLC

30.75K

Jun 30, 26

-3.94K

0.05%

Beacon Pointe Advisors, LLC

30.21K

Jun 30, 26

+2.33K

0.04%

CAHILL FINANCIAL ADVISORS INC

29.98K

Jun 30, 26

-32

0.04%

FIFTH THIRD BANCORP

29.38K

Jun 30, 26

+2.69K

0.04%

Monument Capital Management

29.20K

Jun 30, 26

-2.77K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

27.86K

Jun 30, 26

-2.67K

0.04%

Astoria Portfolio Advisors LLC.

27.44K

Jun 30, 26

+1.56K

0.04%

Elmwood Wealth Management, Inc.

25.87K

Jun 30, 26

-312

0.04%

Bryn Mawr Capital Management, LLC

25.54K

Jun 30, 26

-1.59K

0.04%

CMH Wealth Management LLC

25.20K

Jun 30, 26

-962

0.04%

Goldstein Advisors, LLC

25.02K

Jun 30, 26

-410

0.04%

Bramshill Investments, LLC

25.00K

Jun 30, 26

-10.00K

0.04%

Equitable Holdings, Inc.

24.81K

Jun 30, 26

+1.13K

0.04%

Halter Ferguson Financial Inc.

24.65K

Jun 30, 26

-5.65K

0.04%

MAI Capital Management

24.10K

Jun 30, 26

-1.24K

0.04%

PRINCIPAL SECURITIES, INC.

23.67K

Jun 30, 26

+13.83K

0.03%

Kapstone Financial Advisors LLC

23.54K

Jun 30, 26

0.03%

IFP Advisors, Inc

22.87K

Jun 30, 26

+105

0.03%

Ausdal Financial Partners, Inc.

22.67K

Jun 30, 26

+685

0.03%

REICON WEALTH ADVISORS, LLC

22.61K

Jun 30, 26

+3.06K

0.03%

ZACKS INVESTMENT MANAGEMENT

21.87K

Jun 30, 26

+11

0.03%

FCA CORP /TX

21.86K

Jun 30, 26

+1.08K

0.03%

NATIONAL BANK OF CANADA /FI/

21.80K

Jun 30, 26

+503

0.03%

Everest Financial Group LLC

21.19K

Jun 30, 26

0.03%

Global Wealth Strategies & Associates

20.55K

Jun 30, 26

+20.55K

0.03%

CITIGROUP INC

20.24K

Jun 30, 26

+7.19K

0.03%

One Charles Private Wealth Services, LLC

19.38K

Jun 30, 26

-11.63K

0.03%

Vise Technologies, Inc.

19.30K

Jun 30, 26

+19.30K

0.03%

Blue Rock Wealth Management LLC

19.25K

Jun 30, 26

-800

0.03%

NORTHERN TRUST CORP

19.18K

Jun 30, 26

-357

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

19.15K

Jun 30, 26

+19.15K

0.03%

Retirement Planning Group

18.94K

Jun 30, 26

0.03%

BROWN BROTHERS HARRIMAN & CO

18.60K

Jun 30, 26

0.03%

Optas, LLC

18.45K

Jun 30, 26

-18.67K

0.03%

COMMERCE BANK

18.27K

Jun 30, 26

-500

0.03%

Hilltop Partners LLC

18.08K

Jun 30, 26

-816

0.03%

Simplicity Wealth,LLC

17.72K

Jun 30, 26

+17.72K

0.03%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

17.47K

Jun 30, 26

-1.08K

0.03%

BROWN ADVISORY INC

17.35K

Jun 30, 26

0.03%

Global Assets Advisory, LLC

16.73K

Jun 30, 26

+16.73K

0.02%

Colony Group, LLC

16.66K

Jun 30, 26

+5.34K

0.02%

Kaizen Financial Strategies

16.40K

Jun 30, 26

-1.47K

0.02%

Berger Financial Group, Inc

16.23K

Jun 30, 26

-59

0.02%

PACIFIC SUN FINANCIAL CORP

16.20K

Jun 30, 26

-5.25K

0.02%

SEGALL BRYANT & HAMILL, LLC

16.00K

Jun 30, 26

0.02%

Kovack Advisors, Inc.

15.82K

Jun 30, 26

-1.40K

0.02%

Summit Place Financial Advisors, LLC

15.57K

Jun 30, 26

-355

0.02%

Acorn Wealth Advisors, LLC

15.55K

Jun 30, 26

+11

0.02%

Royal Fund Management, LLC

15.53K

Jun 30, 26

-43

0.02%

Wealth Management Associates, Inc.

15.43K

Jun 30, 26

-324

0.02%

FIRST TRUST ADVISORS LP

15.36K

Jun 30, 26

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

15.08K

Jun 30, 26

+15.08K

0.02%

BlackRock, Inc.

14.86K

Jun 30, 26

+6.55K

0.02%

CHOREO, LLC

14.69K

Jun 30, 26

0.02%

MOULTON WEALTH MANAGEMENT, INC

14.62K

Jun 30, 26

+14.62K

0.02%

Kingsview Wealth Management, LLC

14.60K

Jun 30, 26

+14.60K

0.02%

BXM Wealth LLC

14.50K

Jun 30, 26

0.02%

Kathmere Capital Management, LLC

14.00K

Jun 30, 26

0.02%

TCFG Investment Advisors, LLC

13.92K

Jun 30, 26

-69

0.02%

SFE Investment Counsel

13.85K

Jun 30, 26

-419

0.02%

Ethos Capital Management, Inc.

13.82K

Jun 30, 26

-5.31K

0.02%

OPPENHEIMER & CO INC

13.65K

Jun 30, 26

+1.05K

0.02%

Clearwater Capital Advisors, LLC

13.59K

Jun 30, 26

0.02%

Waverly Advisors, LLC

13.58K

Jun 30, 26

-2.19K

0.02%

NewEdge Wealth, LLC

13.45K

Jun 30, 26

+3.85K

0.02%

SILVER OAK SECURITIES, INCORPORATED

13.32K

Jun 30, 26

-337

0.02%

Calamos Wealth Management LLC

13.27K

Jun 30, 26

0.02%

Pensionmark Financial Group, LLC

13.26K

Jun 30, 26

-130

0.02%

ROCKLAND TRUST CO

13.07K

Jun 30, 26

0.02%

SAX WEALTH ADVISORS, LLC

12.99K

Jun 30, 26

-15.66K

0.02%

Bogart Wealth, LLC

12.77K

Jun 30, 26

+1.01K

0.02%

Orographic Financial Advisors, LLC

12.76K

Jun 30, 26

0.02%

CIBC Bancorp USA Inc.

12.68K

Jun 30, 26

-6.08K

0.02%

Financial Sense Advisors, Inc.

12.57K

Jun 30, 26

+12.57K

0.02%

Toroso Investments, LLC

12.54K

Jun 30, 26

+12.54K

0.02%

THOROUGHBRED FINANCIAL SERVICES, LLC

12.49K

Jun 30, 26

0.02%

Kaydan Wealth Management, Inc.

12.44K

Jun 30, 26

+204

0.02%

CASTLE WEALTH MANAGEMENT LLC

12.37K

Jun 30, 26

0.02%

PFG Advisors

12.13K

Jun 30, 26

+1.48K

0.02%

Sage Capital Management, LLC

11.95K

Jun 30, 26

+3.25K

0.02%

GREENLEAF TRUST

11.84K

Jun 30, 26

0.02%

Evergreen Wealth Solutions, LLC

11.69K

Jun 30, 26

0.02%

Briggs Wealth Management, Inc

11.66K

Jun 30, 26

+289

0.02%

Savvy Advisors, Inc.

11.65K

Jun 30, 26

0.02%

Aviance Capital Partners, LLC

11.55K

Jun 30, 26

0.02%

PKS Advisory Services, LLC

11.20K

Jun 30, 26

+2.46K

0.02%

Prosperity Consulting Group, LLC

11.09K

Jun 30, 26

0.02%

BANK OF MONTREAL /CAN/

11.09K

Jun 30, 26

+1.39K

0.02%

MITCHELL SINKLER & STARR/PA

10.94K

Jun 30, 26

-465

0.02%

Zhang Financial LLC

10.89K

Jun 30, 26

0.02%

Prime Capital Investment Advisors, LLC

10.67K

Jun 30, 26

0.02%

FIDUCIARY FINANCIAL ADVISORS

10.62K

Jun 30, 26

+10.62K

0.02%

Y.D. More Investments Ltd

10.54K

Jun 30, 26

0.02%

CIBC WORLD MARKET INC.

10.54K

Jun 30, 26

+10.54K

0.02%

Per Stirling Capital Management, LLC.

10.25K

Jun 30, 26

-151

0.02%

Hilltop Holdings Inc.

10.06K

Jun 30, 26

-189

0.01%

Oakworth Capital, Inc.

10.00K

Jun 30, 26

0.01%

B. Riley Wealth Advisors, Inc.

9.97K

Jun 30, 26

0.01%

CAPITAL ADVISORS INC/OK

9.70K

Jun 30, 26

0.01%

Van Diest Capital, LLC

9.66K

Jun 30, 26

+2.69K

0.01%

Envestnet Portfolio Solutions, Inc.

9.63K

Jun 30, 26

+9.63K

0.01%

Jupiter Topco LLC

9.48K

Jun 30, 26

+9.48K

0.01%

D.A. DAVIDSON & CO.

9.39K

Jun 30, 26

-15

0.01%

IPG Investment Advisors LLC

9.25K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

9.25K

Jun 30, 26

+515

0.01%

FULTON BANK, N.A.

9.00K

Jun 30, 26

0.01%

Wealth Enhancement Trust Services, Inc.

8.91K

Jun 30, 26

-854

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

8.84K

Jun 30, 26

-455

0.01%

NEW WAVE WEALTH ADVISORS LLC

8.83K

Jun 30, 26

+1.47K

0.01%

Advisory Alpha, LLC

8.76K

Jun 30, 26

-17.27K

0.01%

PURSUIT WEALTH STRATEGIES, LLC

8.70K

Jun 30, 26

-400

0.01%

Advisor OS, LLC

8.60K

Jun 30, 26

0.01%

Dakota Wealth Management

8.58K

Jun 30, 26

0.01%

Cassaday & Co Wealth Management LLC

8.48K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

8.30K

Jun 30, 26

0.01%

Stratos Wealth Partners, LTD.

8.29K

Jun 30, 26

+334

0.01%

Ameritas Advisory Services, LLC

8.25K

Jun 30, 26

+8.25K

0.01%

Signal Advisors Wealth, LLC

8.24K

Jun 30, 26

+3.44K

0.01%

Sunbeam Capital Management, LLC

8.16K

Jun 30, 26

+8.16K

0.01%

NorthRock Partners, LLC

8.11K

Jun 30, 26

-353

0.01%

Financial Engines Advisors L.L.C.

8.06K

Jun 30, 26

-3.07K

0.01%

BECK CAPITAL MANAGEMENT, LLC

8.01K

Jun 30, 26

-49

0.01%

Crescent Sterling, Ltd.

7.96K

Jun 30, 26

+140

0.01%

Disciplined Investors, L.L.C.

7.85K

Jun 30, 26

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.84K

Jun 30, 26

-28.43K

0.01%

Chicago Partners Investment Group LLC

7.75K

Jun 30, 26

+108

0.01%

Sigma Planning Corp

7.64K

Jun 30, 26

+3.22K

0.01%

Baird Financial Group, Inc.

7.63K

Jun 30, 26

-1

0.01%

BSW Wealth Partners

7.62K

Jun 30, 26

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

7.60K

Jun 30, 26

-365

0.01%

SUMMIT WEALTH GROUP LLC / CO

7.54K

Jun 30, 26

-26

0.01%

YOUNGS ADVISORY GROUP, INC.

7.54K

Jun 30, 26

-353

0.01%

MELFA WEALTH MANAGEMENT, LLC

7.50K

Jun 30, 26

-23.82K

0.01%

Oak Harvest Investment Services

7.50K

Jun 30, 26

0.01%

Gryphon Financial Partners LLC

7.50K

Jun 30, 26

0.01%

Marex Group plc

7.50K

Jun 30, 26

+7.50K

0.01%

MONEY CONCEPTS CAPITAL CORP

7.48K

Jun 30, 26

-100

0.01%

Savant Capital, LLC

7.39K

Jun 30, 26

+7.39K

0.01%

FIRST NATIONAL TRUST CO

7.34K

Jun 30, 26

-300

0.01%

DEUTSCHE BANK AG\

7.34K

Jun 30, 26

0.01%

EP Wealth Advisors, LLC

7.32K

Jun 30, 26

+2.13K

0.01%

VestGen Advisors, LLC

7.31K

Jun 30, 26

0.01%

Venture Visionary Partners LLC

7.24K

Jun 30, 26

-1.25K

0.01%

Value Investment Professionals, LLC

7.24K

Jun 30, 26

+7.24K

0.01%

TD Waterhouse Canada Inc.

7.20K

Jun 30, 26

0.01%

Arbor Investment Advisors, LLC

7.18K

Jun 30, 26

-1

0.01%

NWF Advisory Services Inc.

7.03K

Jun 30, 26

+984

0.01%

Atria Investments, Inc

7.01K

Jun 30, 26

-2.94K

0.01%

Pathstone Holdings, LLC

7.00K

Jun 30, 26

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

7.00K

Jun 30, 26

+7.00K

0.01%

Wealthspire Advisors, LLC

6.98K

Jun 30, 26

+6.98K

0.01%

Aurora Private Wealth, Inc.

6.95K

Jun 30, 26

+10

0.01%

Strategic Financial Concepts, LLC

6.95K

Jun 30, 26

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

6.91K

Jun 30, 26

+1.08K

0.01%

MONOGRAPH WEALTH ADVISORS, LLC

6.87K

Jun 30, 26

0.01%

Guilbault Capital LLC

6.82K

Jun 30, 26

-436

0.01%

WBH ADVISORY INC

6.75K

Jun 30, 26

-250

0.01%

SEVEN MILE ADVISORY

6.75K

Jun 30, 26

0.01%

IFG Advisory, LLC

6.73K

Jun 30, 26

+5.73K

0.01%

Koss-Olinger Consulting, LLC

6.64K

Jun 30, 26

0.01%

Purkiss Capital Advisors LLC

6.62K

Jun 30, 26

0.01%

Sharp Financial Services, LLC

6.58K

Jun 30, 26

+6.58K

0.01%

MGO ONE SEVEN LLC

6.57K

Jun 30, 26

+278

0.01%

ATX Financial Planning, LLC

6.52K

Jun 30, 26

0.01%

Laurel Wealth Advisors LLC

6.43K

Jun 30, 26

0.01%

ZRC WEALTH MANAGEMENT, LLC

6.34K

Jun 30, 26

+630

0.01%

Purus Wealth Management, LLC

6.33K

Jun 30, 26

0.01%

Summit Financial, LLC

6.32K

Jun 30, 26

-621

0.01%

PEDDOCK CAPITAL ADVISORS, LLC

6.30K

Jun 30, 26

0.01%

J.W. COLE ADVISORS, INC.

6.19K

Jun 30, 26

0.01%

LexAurum Advisors, LLC

6.11K

Jun 30, 26

+363

0.01%

PRIVATE TRUST CO NA

5.96K

Jun 30, 26

-7.99K

0.01%

Allred Capital Management, LLC

5.96K

Jun 30, 26

+879

0.01%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

5.95K

Jun 30, 26

0.01%

Fidelis Capital Partners, LLC

5.89K

Jun 30, 26

0.01%

Concurrent Investment Advisors, LLC

5.78K

Jun 30, 26

+354

0.01%

HARBOUR INVESTMENTS, INC.

5.72K

Jun 30, 26

-113

0.01%

Modera Wealth Management, LLC

5.68K

Jun 30, 26

0.01%

Williams & Novak, LLC

5.57K

Jun 30, 26

0.01%

Raab & Moskowitz Asset Management LLC

5.56K

Jun 30, 26

-38

0.01%

Blackston Financial Advisory Group, LLC

5.56K

Jun 30, 26

-148

0.01%

High Point Wealth Management, LLC

5.49K

Jun 30, 26

0.01%

LAZARI CAPITAL MANAGEMENT, INC.

5.46K

Jun 30, 26

0.01%

Main Street Group, LTD

5.45K

Jun 30, 26

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.44K

Jun 30, 26

-150

0.01%

PFG Investments, LLC

5.42K

Jun 30, 26

-404

0.01%

GODSEY & GIBB, INC

5.36K

Jun 30, 26

0.01%

ZWJ INVESTMENT COUNSEL INC

5.36K

Jun 30, 26

0.01%

Miracle Mile Advisors, LLC

5.26K

Jun 30, 26

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

5.23K

Jun 30, 26

0.01%

HEADINVEST, LLC

5.12K

Jun 30, 26

+500

0.01%

NICOLET BANKSHARES INC

5.03K

Jun 30, 26

0.01%

ALBION FINANCIAL GROUP /UT

5.02K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

5.01K

Jun 30, 26

+5.01K

0.01%

Sovereign Financial Group, Inc.

5.00K

Jun 30, 26

0.01%

Clayton Financial Group LLC

5.00K

Jun 30, 26

0.01%

Independent Advisor Alliance

5.00K

Jun 30, 26

-540.75K

0.01%

Krilogy Financial LLC

5.00K

Jun 30, 26

0.01%

Wagner Wealth Management, LLC

4.99K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

4.99K

Jun 30, 26

+4.99K

0.01%

ASPIRIANT, LLC

4.99K

Jun 30, 26

0.01%

First National Advisers, LLC

4.97K

Jun 30, 26

0.01%

OLIO Financial Planning

4.94K

Jun 30, 26

0.01%

BRIGHTON JONES LLC

4.93K

Jun 30, 26

0.01%

Essex Financial Services, Inc.

4.85K

Jun 30, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.79K

Jun 30, 26

+4.79K

0.01%

GLR Partners, LLC

4.75K

Jun 30, 26

0.01%

Sankala Group LLC

4.71K

Jun 30, 26

+1.91K

0.01%

Polaris Investment Advisors, LLC

4.60K

Jun 30, 26

0.01%

XTX Topco Ltd

4.59K

Jun 30, 26

+4.59K

0.01%

Allspring Global Investments Holdings, LLC

4.59K

Jun 30, 26

+1.15K

0.01%

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

4.54K

Jun 30, 26

0.01%

CX Institutional

4.53K

Jun 30, 26

-12.01K

0.01%

Foundations Investment Advisors, LLC

4.51K

Jun 30, 26

0.01%

Ballentine Partners, LLC

4.42K

Jun 30, 26

+4.42K

0.01%

GRIMES & COMPANY, INC.

4.41K

Jun 30, 26

+4.41K

0.01%

Triangle Securities Wealth Management

4.41K

Jun 30, 26

+4.41K

0.01%

Rede Wealth, LLC

4.40K

Jun 30, 26

+4.40K

0.01%

CLUNE & ASSOCIATES, LTD.

4.33K

Jun 30, 26

+4.33K

0.01%

71 West Capital Partners

4.30K

Jun 30, 26

+4.30K

0.01%

Valmark Advisers, Inc.

4.28K

Jun 30, 26

+4.28K

0.01%

ASSOCIATED BANC-CORP

4.27K

Jun 30, 26

+4.27K

0.01%

Capital Investment Advisors, LLC

4.24K

Jun 30, 26

-471

0.01%

Williamson Legacy Group, LLC

4.23K

Jun 30, 26

-1.28K

0.01%

BERKSHIRE ASSET MANAGEMENT LLC/PA

4.20K

Jun 30, 26

+4.20K

0.01%

Canvas Wealth Advisors, LLC

4.14K

Jun 30, 26

+4.14K

0.01%

ROMANO BROTHERS AND COMPANY

4.10K

Jun 30, 26

+4.10K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.08K

Jun 30, 26

+4.08K

0.01%

Cornerstone Advisory, LLC

4.06K

Jun 30, 26

+4.06K

0.01%

SALEM INVESTMENT COUNSELORS INC

4.04K

Jun 30, 26

0.01%

Robertson Stephens Wealth Management, LLC

4.03K

Jun 30, 26

+4.03K

0.01%

TAGStone Capital, Inc.

4.00K

Jun 30, 26

+4.00K

0.01%

MJP ASSOCIATES INC /ADV

4.00K

Jun 30, 26

+4.00K

0.01%

Manchester Capital Management LLC

4.00K

Jun 30, 26

0.01%

Clear Trail Advisors, LLC

4.00K

Jun 30, 26

+4.00K

0.01%

APPLETON PARTNERS INC/MA

3.95K

Jun 30, 26

+3.95K

0.01%

FIRST FOUNDATION ADVISORS

3.91K

Jun 30, 26

+3.91K

0.01%

GLENMEDE TRUST CO NA

3.90K

Jun 30, 26

0.01%

Strategic Advisors LLC

3.83K

Jun 30, 26

+3.83K

0.01%

One Day In July LLC

3.83K

Jun 30, 26

+3.83K

0.01%

FORVIS Wealth Advisors, LLC

3.81K

Jun 30, 26

+3.81K

0.01%

Redwood Financial Network Corp

3.81K

Jun 30, 26

+3.81K

0.01%

Indivisible Partners

3.80K

Jun 30, 26

+3.80K

0.01%

SMITH, MOORE & CO.

3.75K

Jun 30, 26

+3.75K

0.01%

Clarity Financial LLC

3.70K

Jun 30, 26

+3.70K

0.01%

CCG WEALTH MANAGEMENT, LLC

3.68K

Jun 30, 26

+3.68K

0.01%

AE Wealth Management LLC

3.62K

Jun 30, 26

-890

0.01%

ARS Wealth Advisors Group, LLC

3.60K

Jun 30, 26

+3.60K

0.01%

Plan A Wealth LLC

3.58K

Jun 30, 26

+3.58K

0.01%

Alhambra Investment Partners LLC

3.56K

Jun 30, 26

+3.56K

0.01%

Stratos Wealth Advisors, LLC

3.55K

Jun 30, 26

+3.55K

0.01%

BLAIR WILLIAM & CO/IL

3.53K

Jun 30, 26

-31.36K

0.01%

CAP Partners, LLC

3.51K

Jun 30, 26

+3.51K

0.01%

BLUEDOOR PRIVATE WEALTH, LLC

3.50K

Jun 30, 26

+3.50K

0.01%

Keystone Financial Group

3.50K

Jun 30, 26

+3.50K

0.01%

Venturi Wealth Management, LLC

3.44K

Jun 30, 26

+3.44K

0.01%

Montz Harcus Wealth Management LLC

3.42K

Jun 30, 26

+3.42K

0.01%

PINNACLE ASSOCIATES LTD

3.40K

Jun 30, 26

+3.40K

0.01%

ABLE Financial Group, LLC

3.36K

Jun 30, 26

+3.36K

0.00%

Vident Advisory, LLC

3.36K

Jun 30, 26

+3.36K

0.00%

Perigon Wealth Management, LLC

3.35K

Jun 30, 26

+3.35K

0.00%

FRANKLIN RESOURCES INC

3.33K

Jun 30, 26

0.00%

Clarus Group, Inc.

3.30K

Jun 30, 26

+3.30K

0.00%

Meridian Wealth Management, LLC

3.27K

Jun 30, 26

+3.27K

0.00%

Evolution Wealth Advisors, LLC

3.25K

Jun 30, 26

+3.25K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

3.25K

Jun 30, 26

+3.25K

0.00%

KCM INVESTMENT ADVISORS LLC

3.25K

Jun 30, 26

+3.25K

0.00%

CRA Financial Services, LLC

3.25K

Jun 30, 26

+3.25K

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

3.21K

Jun 30, 26

+3.21K

0.00%

TRB Wealth Management, LLC

3.20K

Jun 30, 26

+3.20K

0.00%

KORNITZER CAPITAL MANAGEMENT INC /KS

3.20K

Jun 30, 26

+3.20K

0.00%

CFO4Life Group, LLC

3.17K

Jun 30, 26

+3.17K

0.00%

Peak Retirement Planning, Inc.

3.17K

Jun 30, 26

+3.17K

0.00%

Coyle Financial Counsel LLC

3.16K

Jun 30, 26

+3.16K

0.00%

Balboa Wealth Partners

3.10K

Jun 30, 26

+3.10K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

3.03K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

3.00K

Jun 30, 26

0.00%

SIGNATUREFD, LLC

2.73K

Jun 30, 26

0.00%

Atlantic Private Wealth, LLC

2.65K

Jun 30, 26

0.00%

BESSEMER GROUP INC

2.55K

Jun 30, 26

+2.55K

0.00%

Harbor Asset Planning, Inc.

2.54K

Jun 30, 26

0.00%

WEBSTER BANK, N. A.

2.52K

Jun 30, 26

+2.52K

0.00%

MCDONALD PARTNERS LLC

2.35K

Jun 30, 26

+2.35K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.35K

Jun 30, 26

+2.35K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

2.25K

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

2.00K

Jun 30, 26

0.00%

MONTAG A & ASSOCIATES INC

2.00K

Jun 30, 26

+2.00K

0.00%

Balentine LLC

1.87K

Jun 30, 26

0.00%

CENTAURUS FINANCIAL, INC.

1.82K

Jun 30, 26

+1.82K

0.00%

IMA Wealth, Inc.

1.82K

Jun 30, 26

+1.82K

0.00%

Steigerwald, Gordon & Koch Inc.

1.72K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

1.62K

Jun 30, 26

0.00%

Finley Financial, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Parallel Advisors, LLC

1.58K

Jun 30, 26

+700

0.00%

Founders Capital Management

1.54K

Jun 30, 26

0.00%

TFC Financial Management, Inc.

1.51K

Jun 30, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

1.43K

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

1.35K

Jun 30, 26

0.00%

Walsh & Associates, LLC

1.30K

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

1.30K

Jun 30, 26

+1.30K

0.00%

Collier Financial

1.21K

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

1.18K

Jun 30, 26

+175

0.00%

Banque Transatlantique SA

1.17K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.14K

Jun 30, 26

+1.14K

0.00%

Ameritas Investment Partners, Inc.

1.08K

Jun 30, 26

-100

0.00%

Markowski Investments

1.00K

Jun 30, 26

+1.00K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

955

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

910

Jun 30, 26

+840

0.00%

Front Row Advisors LLC

900

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

861

Jun 30, 26

-200

0.00%

NBC SECURITIES, INC.

840

Jun 30, 26

0.00%

Smith, Salley & Associates

801

Jun 30, 26

0.00%

Caldwell Trust Co

690

Jun 30, 26

0.00%

Nemes Rush Group LLC

680

Jun 30, 26

0.00%

HM PAYSON & CO

600

Jun 30, 26

0.00%

ASSETMARK, INC

556

Jun 30, 26

+196

0.00%

West Branch Capital LLC

543

Jun 30, 26

+543

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

509

Jun 30, 26

-260

0.00%

Measured Wealth Private Client Group, LLC

490

Jun 30, 26

+490

0.00%

Capital Advisors, Ltd. LLC

482

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

476

Jun 30, 26

-2.22K

0.00%

AlphaCore Capital LLC

424

Jun 30, 26

-32

0.00%

Russell Investments Group, Ltd.

417

Jun 30, 26

+417

0.00%

Capital Analysts, LLC

402

Jun 30, 26

0.00%

Highland Investment Advisors LLC

369

Jun 30, 26

+369

0.00%

Ritter Daniher Financial Advisory LLC / DE

362

Jun 30, 26

0.00%

SSA SWISS ADVISORS AG

350

Jun 30, 26

0.00%

MCF Advisors LLC

340

Jun 30, 26

0.00%

JPL Wealth Management, LLC

323

Jun 30, 26

+323

0.00%

US BANCORP \DE\

320

Jun 30, 26

0.00%

Ancora Advisors, LLC

274

Jun 30, 26

0.00%

MATHER GROUP, LLC.

230

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

219

Jun 30, 26

0.00%

Roxbury Financial LLC

212

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

209

Jun 30, 26

+209

0.00%

SYM FINANCIAL Corp

200

Jun 30, 26

0.00%

Synergy Investment Management, LLC

175

Jun 30, 26

0.00%

Asset Dedication, LLC

173

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

161

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

150

Jun 30, 26

+150

0.00%

TRUST CO OF TOLEDO NA /OH/

134

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

120

Jun 30, 26

0.00%

MTM Investment Management, LLC

110

Jun 30, 26

0.00%

Abound Wealth Management

110

Jun 30, 26

+110

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

Jun 30, 26

+76

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

Jun 30, 26

0.00%

WealthShield Partners, LLC

Jun 30, 26

-100

0.00%

HOWE & RUSLING INC

Jun 30, 26

0.00%

City State Bank

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

LOWE BROCKENBROUGH & CO INC

Jun 30, 26

+44

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-39.98K

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

-153

0.00%

Dunhill Financial, LLC

Jun 30, 26

+12

0.00%

Go Invest LLC

Jun 30, 26

0.00%

Networth Advisors, LLC

Jun 30, 26

0.00%

Hickory Point Bank & Trust

Jun 30, 26

-869

Apollon Wealth Management, LLC

Jun 30, 26

-14.81K

Compass Wealth Management, LLC/GA

Jun 30, 26

-338.01K

Addison Advisors LLC

Jun 30, 26

-9.66K

Calamos Advisors LLC

Jun 30, 26

-13.27K

SIMPLEX TRADING, LLC

Jun 30, 26

-113

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-500

Scarborough Advisors, LLC

Jun 30, 26

-51

HRT FINANCIAL LP

Jun 30, 26

-8.82K

Sound Income Strategies, LLC

Jun 30, 26

-451

Western Wealth Management, LLC

Jun 30, 26

-1.50K

INVESTMENT COUNSEL CO OF NEVADA

Jun 30, 26

-197

New Republic Capital, LLC

Jun 30, 26

-790

Seal Cove Capital, LLC

Jun 30, 26

-1.41K

Arkadios Wealth Advisors

Jun 30, 26

-6.57K

RMG Wealth Management LLC

Jun 30, 26

-1.47M

Gateway Wealth Partners, LLC

Jun 30, 26

-58.76K

Root Financial Partners, LLC

Jun 30, 26

-738

FRG Family Wealth Advisors LLC

200.90K

Mar 31, 26

-16.07K

0.30%

U.S. Capital Wealth Advisors, LLC

185.64K

Mar 31, 26

-2.74K

0.27%

CWM, LLC

14.07K

Mar 31, 26

+1.11K

0.02%

TCFG WEALTH MANAGEMENT, LLC

13.99K

Mar 31, 26

+3.96K

0.02%

Sunbelt Securities, Inc.

10.14K

Mar 31, 26

0.01%

Richard Bernstein Advisors LLC

8.82K

Mar 31, 26

-2.07K

0.01%

GM Advisory Group, Inc.

6.76K

Mar 31, 26

0.01%

Vivaldi Capital Management LP

5.04K

Mar 31, 26

0.01%

Parkside Financial Bank & Trust

1.28K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

209

Mar 31, 26

+65

0.00%

COMERICA BANK

26.86K

Dec 31, 25

-6.54K

0.04%

Creegan & Nassoura Financial Group, LLC

26.54K

Dec 31, 25

+26.54K

0.04%

CIBC Private Wealth Group, LLC

18.76K

Dec 31, 25

-2.45K

0.03%

FineMark National Bank & Trust

14.06K

Dec 31, 25

0.02%

ROVIN CAPITAL /UT/ /ADV

7.85K

Dec 31, 25

-19

0.01%

PURE PORTFOLIOS HOLDINGS LLC

7.55K

Dec 31, 25

-925

0.01%

Vishria Bird Financial Group, LLC

59.03K

Sep 30, 25

-5

0.09%

COUNTRY CLUB BANK /GFN

44.44K

Sep 30, 25

-70

0.07%

OAK HILL WEALTH ADVISORS, LLC

21.87K

Sep 30, 25

0.03%

Moloney Securities Asset Management, LLC

6.43K

Sep 30, 25

-90

0.01%

AllSquare Wealth Management LLC

5.75K

Sep 30, 25

0.01%

Glenmede Investment Management, LP

3.90K

Sep 30, 25

0.01%

OPTIMUM INVESTMENT ADVISORS

600

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

257

Sep 30, 25

-83

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-1.00K

Smith Anglin Financial, LLC

264.10K

Jun 30, 25

+15.63K

0.39%

Capital Market Strategies LLC

68.57K

Jun 30, 25

-22.43K

0.10%

Congress Wealth Management LLC / DE /

9.51K

Jun 30, 25

0.01%

Atria Wealth Solutions, Inc.

8.84K

Jun 30, 25

-88.32K

0.01%

AVANTAX ADVISORY SERVICES, INC.

6.67K

Jun 30, 25

+166

0.01%

Sebold Capital Management, Inc.

6.60K

Jun 30, 25

-365

0.01%

Graypoint LLC

Jun 30, 25

-414.21K

Orion Portfolio Solutions, LLC

6.97K

Mar 31, 25

0.01%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-393

SignalPoint Asset Management, LLC

215.17K

Dec 31, 24

-13.23K

0.32%

Treynor Bancshares, Inc.

132.78K

Dec 31, 24

-103.97K

0.20%

WMS Partners, LLC

127.92K

Dec 31, 24

-2.63K

0.19%

UNIONVIEW, LLC

7.23K

Dec 31, 24

0.01%

LAKE STREET ADVISORS GROUP, LLC

6.50K

Dec 31, 24

0.01%

Kiely Wealth Advisory Group, Inc.

502

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-340

Raymond James Financial Services Advisors, Inc.

887.29K

Sep 30, 24

-13.09K

1.31%

RAYMOND JAMES & ASSOCIATES

423.90K

Sep 30, 24

+66.02K

0.62%

Essex Private Wealth Management, LLC

77.09K

Sep 30, 24

-463

0.11%

Axiom Advisory, LLC

47.36K

Sep 30, 24

+740

0.07%

RAYMOND JAMES TRUST N.A.

44.14K

Sep 30, 24

-81

0.06%

First Trust Direct Indexing L.P.

15.26K

Sep 30, 24

+15.26K

0.02%

Carmichael Hill & Associates, Inc.

5.75K

Sep 30, 24

-316

0.01%

Annapolis Financial Services, LLC

1.68K

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

1.05K

Sep 30, 24

+1.05K

0.00%

SYSTM Wealth Solutions LLC

Sep 30, 24

-184

CARY STREET PARTNERS ASSET MANAGEMENT LLC

Sep 30, 24

-16.29K

BlackRock Inc.

30.80K

Jun 30, 24

+798

0.05%

HoyleCohen, LLC

9.60K

Jun 30, 24

-425

0.01%

Private Ocean, LLC

5.68K

Jun 30, 24

0.01%

JANICZEK WEALTH MANAGEMENT, LLC

270

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

90.61K

Mar 31, 24

+38.80K

0.13%

Cetera Advisors LLC

81.39K

Mar 31, 24

+13.08K

0.12%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

11.47K

Mar 31, 24

-691

0.02%

Curi Wealth Management, LLC

130.13K

Dec 31, 23

+10.38K

0.19%

FOCUS FINANCIAL NETWORK INC /ADV

72.01K

Dec 31, 23

+72.01K

0.11%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

288.02K

Sep 30, 23

+265.20K

0.42%

Milestone Advisory Partners

42.24K

Sep 30, 23

+38.57K

0.06%

PATHSTONE FAMILY OFFICE, LLC

7.50K

Sep 30, 23

+7.50K

0.01%

MASTRAPASQUA ASSET MANAGEMENT INC

Sep 30, 23

-869

Financial Architects, Inc

4.49K

Jun 30, 23

-139

0.01%

BDO Wealth Advisors, LLC

1.53K

Jun 30, 23

0.00%

Veritable, L.P.

700

Jun 30, 23

+700

0.00%

Kalos Management, Inc.

567

Jun 30, 23

0.00%