RVT(RVT)
RVT
Institutional Ownership
Top 289 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | 728.48K | Mar 31, 26 | -54.27K | 0.61% |
| OPPENHEIMER & CO INC | 217.05K | Mar 31, 26 | +4.13K | 0.18% |
| Private Advisor Group, LLC | 182.85K | Mar 31, 26 | +703 | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 131.09K | Mar 31, 26 | +10.81K | 0.11% |
| Samalin Investment Counsel, LLC | 112.75K | Mar 31, 26 | +41.16K | 0.09% |
| KENNEDY INVESTMENT GROUP | 82.08K | Mar 31, 26 | +425 | 0.07% |
| Accel Wealth Management | 77.07K | Mar 31, 26 | -9.64K | 0.06% |
| TrueMark Investments, LLC | 74.57K | Mar 31, 26 | +3.79K | 0.06% |
| Focused Wealth Management, Inc | 71.46K | Mar 31, 26 | -407 | 0.06% |
| Comprehensive Money Management Services LLC | 65.47K | Mar 31, 26 | +8.70K | 0.05% |
| Prospera Financial Services Inc | 61.20K | Mar 31, 26 | +1.41K | 0.05% |
| Abel Hall, LLC | 55.00K | Mar 31, 26 | -1.30K | 0.05% |
| WHITENER CAPITAL MANAGEMENT, INC. | 53.29K | Mar 31, 26 | +2.13K | 0.04% |
| Bay Rivers Group | 51.42K | Mar 31, 26 | +4.45K | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 50.22K | Mar 31, 26 | +1.06K | 0.04% |
| Belpointe Asset Management LLC | 47.80K | Mar 31, 26 | +47.80K | 0.04% |
| Fortis Capital Advisors, LLC | 47.80K | Mar 31, 26 | +47.80K | 0.04% |
| Apollon Wealth Management, LLC | 40.69K | Mar 31, 26 | -883 | 0.03% |
| Farther Finance Advisors, LLC | 39.90K | Mar 31, 26 | -1.29K | 0.03% |
| Pensionmark Financial Group, LLC | 29.78K | Mar 31, 26 | +16.66K | 0.02% |
| SPIREPOINT PRIVATE CLIENT, LLC | 29.23K | Mar 31, 26 | +5.58K | 0.02% |
| David J Yvars Group | 28.16K | Mar 31, 26 | -- | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27.38K | Mar 31, 26 | +49 | 0.02% |
| WEDBUSH SECURITIES INC | 25.94K | Mar 31, 26 | +1.02K | 0.02% |
| Mezzasalma Advisors, LLC | 25.30K | Mar 31, 26 | +416 | 0.02% |
| Uncommon Cents Investing LLC | 23.77K | Mar 31, 26 | -100 | 0.02% |
| VISTA INVESTMENT PARTNERS II, LLC | 23.74K | Mar 31, 26 | -- | 0.02% |
| ECLECTIC ASSOCIATES INC /ADV | 22.95K | Mar 31, 26 | +12.81K | 0.02% |
| Beacon Financial Advisory LLC | 19.02K | Mar 31, 26 | +898 | 0.02% |
| FORTEM FINANCIAL GROUP, LLC | 17.39K | Mar 31, 26 | +17.39K | 0.01% |
| SIERRA OCEAN, LLC | 17.38K | Mar 31, 26 | -- | 0.01% |
| STEPHENS INC /AR/ | 16.28K | Mar 31, 26 | +281 | 0.01% |
| Keyes, Stange & Wooten Wealth Management, LLC | 15.70K | Mar 31, 26 | -- | 0.01% |
| UHLMANN PRICE SECURITIES, LLC | 14.07K | Mar 31, 26 | +255 | 0.01% |
| Stolper Co | 13.84K | Mar 31, 26 | -39.25K | 0.01% |
| Centurion Wealth Management LLC | 13.45K | Mar 31, 26 | -- | 0.01% |
| TRUIST FINANCIAL CORP | 11.94K | Mar 31, 26 | -61 | 0.01% |
| Wedmont Private Capital | 11.02K | Mar 31, 26 | +11.02K | 0.01% |
| Strategic Blueprint, LLC | 10.79K | Mar 31, 26 | +10.79K | 0.01% |
| DAVENPORT & Co LLC | 10.79K | Mar 31, 26 | +120 | 0.01% |
| Graves Light Lenhart Wealth, Inc. | 10.25K | Mar 31, 26 | -- | 0.01% |
| Formidable Asset Management, LLC | 10.24K | Mar 31, 26 | -495 | 0.01% |
| North Star Investment Management Corp. | 6.13K | Mar 31, 26 | -- | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 4.05K | Mar 31, 26 | +4.05K | 0.00% |
| Community Financial Services Group, LLC | 3.92K | Mar 31, 26 | +3.92K | 0.00% |
| Quent Capital, LLC | 3.00K | Mar 31, 26 | +54 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 2.90K | Mar 31, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 2.38K | Mar 31, 26 | -53 | 0.00% |
| Fairway Wealth LLC | 2.00K | Mar 31, 26 | +2.00K | 0.00% |
| Westfuller Advisors, LLC | 1.86K | Mar 31, 26 | +34 | 0.00% |
| Hughes Financial Services, LLC | 1.62K | Mar 31, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 1.00K | Mar 31, 26 | -- | 0.00% |
| Golden State Equity Partners | 929 | Mar 31, 26 | +929 | 0.00% |
| NBC SECURITIES, INC. | 601 | Mar 31, 26 | +11 | 0.00% |
| City State Bank | 472 | Mar 31, 26 | +8 | 0.00% |
| Pinnacle Bancorp, Inc. | 390 | Mar 31, 26 | -31 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 363 | Mar 31, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 327 | Mar 31, 26 | +6 | 0.00% |
| Game Plan Financial Advisors, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 137 | Mar 31, 26 | +12 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 55 | Mar 31, 26 | -- | 0.00% |
| Key FInancial Inc | 32 | Mar 31, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 26 | Mar 31, 26 | +26 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 8 | Mar 31, 26 | +8 | 0.00% |
| Heritage Wealth Management, Inc. | -- | Mar 31, 26 | -31.50K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -25.21K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -88 | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Mar 31, 26 | -12.89K | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -23.54K | -- |
| Coastline Trust Co | -- | Mar 31, 26 | -3.10K | -- |
| Navalign, LLC | -- | Mar 31, 26 | -1.07K | -- |
| Miracle Mile Advisors, LLC | -- | Mar 31, 26 | -65.47K | -- |
| EASTERN BANK | -- | Mar 31, 26 | -838 | -- |
| IFP Advisors, Inc | -- | Mar 31, 26 | -155 | -- |
| Ronald Blue Trust, Inc. | -- | Mar 31, 26 | -35 | -- |
| MORGAN STANLEY | 6.25M | Dec 31, 25 | +519.96K | 5.23% |
| BANK OF AMERICA CORP /DE/ | 5.73M | Dec 31, 25 | -100.84K | 4.79% |
| RAYMOND JAMES FINANCIAL INC | 2.87M | Dec 31, 25 | +15.12K | 2.40% |
| LPL Financial LLC | 2.26M | Dec 31, 25 | +194.41K | 1.89% |
| ROYAL BANK OF CANADA | 1.61M | Dec 31, 25 | +26.66K | 1.35% |
| WELLS FARGO & COMPANY/MN | 1.48M | Dec 31, 25 | -270.00K | 1.23% |
| Saba Capital Management, L.P. | 1.44M | Dec 31, 25 | +32.98K | 1.20% |
| STIFEL FINANCIAL CORP | 783.43K | Dec 31, 25 | -537 | 0.65% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 652.30K | Dec 31, 25 | +88.93K | 0.55% |
| Waterfront Wealth Inc. | 642.66K | Dec 31, 25 | -36.45K | 0.54% |
| UBS Group AG | 624.76K | Dec 31, 25 | -68.87K | 0.52% |
| LAZARD ASSET MANAGEMENT LLC | 615.83K | Dec 31, 25 | +65.96K | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 598.88K | Dec 31, 25 | +2.04K | 0.50% |
| Modern Wealth Management, LLC | 503.56K | Dec 31, 25 | -5.25K | 0.42% |
| GUGGENHEIM CAPITAL LLC | 423.81K | Dec 31, 25 | -10.24K | 0.35% |
| Advisors Asset Management, Inc. | 370.10K | Dec 31, 25 | +33.28K | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 338.55K | Dec 31, 25 | +72.50K | 0.28% |
| CAPTRUST FINANCIAL ADVISORS | 266.91K | Dec 31, 25 | -4.87K | 0.22% |
| Cornerstone Advisors, LLC | 246.57K | Dec 31, 25 | -438.94K | 0.21% |
| D.A. DAVIDSON & CO. | 236.53K | Dec 31, 25 | -1.14K | 0.20% |
| ROTHSCHILD INVESTMENT LLC | 229.70K | Dec 31, 25 | +6.01K | 0.19% |
| Altium Capital Management LP | 192.51K | Dec 31, 25 | +192.51K | 0.16% |
| Cypress Capital Management LLC (WY) | 189.87K | Dec 31, 25 | +157.35K | 0.16% |
| Allspring Global Investments Holdings, LLC | 188.15K | Dec 31, 25 | -4.19K | 0.16% |
| Shaker Financial Services, LLC | 181.35K | Dec 31, 25 | -108.35K | 0.15% |
| HighTower Advisors, LLC | 174.50K | Dec 31, 25 | +13.70K | 0.15% |
| RB Capital Management, LLC | 170.50K | Dec 31, 25 | +4.67K | 0.14% |
| Steward Partners Investment Advisory, LLC | 166.89K | Dec 31, 25 | +7.61K | 0.14% |
| GENERAL AMERICAN INVESTORS CO INC | 150.88K | Dec 31, 25 | -- | 0.13% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 146.09K | Dec 31, 25 | +60.89K | 0.12% |
| Cetera Investment Advisers | 130.11K | Dec 31, 25 | +36.62K | 0.11% |
| Cambridge Investment Research Advisors, Inc. | 119.87K | Dec 31, 25 | -9.92K | 0.10% |
| INTREPID FAMILY OFFICE LLC | 103.36K | Dec 31, 25 | +17.02K | 0.09% |
| Mariner, LLC | 102.12K | Dec 31, 25 | +38.08K | 0.09% |
| Sanctuary Advisors, LLC | 102.07K | Dec 31, 25 | -877 | 0.09% |
| Atlantic Union Bankshares Corp | 94.89K | Dec 31, 25 | -3.02K | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 92.70K | Dec 31, 25 | -51.83K | 0.08% |
| Hennion & Walsh Asset Management, Inc. | 89.08K | Dec 31, 25 | -23.42K | 0.07% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 83.90K | Dec 31, 25 | +19.11K | 0.07% |
| FIRST TRUST ADVISORS LP | 71.60K | Dec 31, 25 | +8.80K | 0.06% |
| COMERICA BANK | 71.22K | Dec 31, 25 | -5.42K | 0.06% |
| GABELLI FUNDS LLC | 62.60K | Dec 31, 25 | -9.00K | 0.05% |
| NewEdge Advisors, LLC | 57.15K | Dec 31, 25 | -5.01K | 0.05% |
| Concorde Asset Management, LLC | 54.09K | Dec 31, 25 | +1.58K | 0.05% |
| Triumph Capital Management | 53.37K | Dec 31, 25 | +2.33K | 0.04% |
| Waverly Advisors, LLC | 52.40K | Dec 31, 25 | +4.34K | 0.04% |
| NWF Advisory Services Inc. | 52.13K | Dec 31, 25 | -3.93K | 0.04% |
| Mraz, Amerine & Associates, Inc. | 52.11K | Dec 31, 25 | -1.91K | 0.04% |
| BENJAMIN EDWARDS INC | 49.54K | Dec 31, 25 | -5.53K | 0.04% |
| Logan Stone Capital, LLC | 48.82K | Dec 31, 25 | +48.82K | 0.04% |
| Atlanta Consulting Group Advisors, LLC | 42.93K | Dec 31, 25 | -814 | 0.04% |
| MGO ONE SEVEN LLC | 40.87K | Dec 31, 25 | -1.33K | 0.03% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 39.95K | Dec 31, 25 | -64.87K | 0.03% |
| BANK OF MONTREAL /CAN/ | 38.86K | Dec 31, 25 | +4.30K | 0.03% |
| Jefferies Financial Group Inc. | 37.58K | Dec 31, 25 | +1.22K | 0.03% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 37.02K | Dec 31, 25 | -7.95K | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 36.77K | Dec 31, 25 | +1.01K | 0.03% |
| Alexander Randolph Advisory, Inc. | 33.91K | Dec 31, 25 | +1.10K | 0.03% |
| Vontobel Holding Ltd. | 31.36K | Dec 31, 25 | +31.36K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 30.61K | Dec 31, 25 | -1.03K | 0.03% |
| Quantedge Capital Pte Ltd | 29.90K | Dec 31, 25 | -1.10K | 0.02% |
| Baird Financial Group, Inc. | 27.95K | Dec 31, 25 | +1.41K | 0.02% |
| JANE STREET GROUP, LLC | 27.95K | Dec 31, 25 | +27.95K | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 26.89K | Dec 31, 25 | +5.95K | 0.02% |
| 1776 Wealth LLC | 26.31K | Dec 31, 25 | +843 | 0.02% |
| BROWN ADVISORY INC | 25.78K | Dec 31, 25 | -- | 0.02% |
| Kestra Advisory Services, LLC | 25.57K | Dec 31, 25 | +630 | 0.02% |
| Moors & Cabot, Inc. | 24.58K | Dec 31, 25 | +79 | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 24.14K | Dec 31, 25 | +1.56K | 0.02% |
| Allworth Financial LP | 22.88K | Dec 31, 25 | -1.16K | 0.02% |
| DAYMARK WEALTH PARTNERS, LLC | 21.89K | Dec 31, 25 | -1.94K | 0.02% |
| PKS Advisory Services, LLC | 20.83K | Dec 31, 25 | +2.22K | 0.02% |
| K2 PRINCIPAL FUND, L.P. | 20.50K | Dec 31, 25 | +666 | 0.02% |
| VERUS CAPITAL PARTNERS, LLC | 19.61K | Dec 31, 25 | -299 | 0.02% |
| SouthState Corp | 18.97K | Dec 31, 25 | -- | 0.02% |
| Redmond Asset Management, LLC | 17.90K | Dec 31, 25 | -- | 0.01% |
| Carson Advisory Inc. | 17.77K | Dec 31, 25 | +576 | 0.01% |
| Simplicity Wealth,LLC | 17.76K | Dec 31, 25 | +17.76K | 0.01% |
| HBK Sorce Advisory LLC | 16.39K | Dec 31, 25 | -1.99K | 0.01% |
| FCA CORP /TX | 15.58K | Dec 31, 25 | +486 | 0.01% |
| Alpine Global Management, LLC | 15.51K | Dec 31, 25 | +15.51K | 0.01% |
| Colony Group, LLC | 15.49K | Dec 31, 25 | +15.49K | 0.01% |
| US BANCORP \DE\ | 15.44K | Dec 31, 25 | +15.44K | 0.01% |
| TIAA TRUST, NATIONAL ASSOCIATION | 15.35K | Dec 31, 25 | +498 | 0.01% |
| Kovack Advisors, Inc. | 15.13K | Dec 31, 25 | +4.65K | 0.01% |
| Creative Planning | 13.74K | Dec 31, 25 | +2.74K | 0.01% |
| BARRETT & COMPANY, INC. | 13.24K | Dec 31, 25 | +14 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 12.75K | Dec 31, 25 | +41 | 0.01% |
| NORTH STAR ASSET MANAGEMENT INC | 12.58K | Dec 31, 25 | -620 | 0.01% |
| Tradition Wealth Management, LLC | 12.58K | Dec 31, 25 | +6 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.42K | Dec 31, 25 | +1.17K | 0.01% |
| ENDEAVOR PRIVATE WEALTH, INC. | 11.28K | Dec 31, 25 | -925 | 0.01% |
| NorthStar Asset Management LLC /NJ/ | 10.87K | Dec 31, 25 | +354 | 0.01% |
| Coastal Bridge Advisors, LLC | 10.70K | Dec 31, 25 | -- | 0.01% |
| Almitas Capital LLC | 10.46K | Dec 31, 25 | +10.46K | 0.01% |
| SITTNER & NELSON, LLC | 10.22K | Dec 31, 25 | +332 | 0.01% |
| Mascoma Wealth Management LLC | 10.22K | Dec 31, 25 | -- | 0.01% |
| Operose Advisors LLC | 7.00K | Dec 31, 25 | -- | 0.01% |
| TRUST CO OF VERMONT | 5.41K | Dec 31, 25 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 4.50K | Dec 31, 25 | +1.00K | 0.00% |
| Pingora Partners LLC | 3.73K | Dec 31, 25 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 3.26K | Dec 31, 25 | +3.26K | 0.00% |
| Quent Capital, LLC | 2.94K | Dec 31, 25 | +95 | 0.00% |
| Salomon & Ludwin, LLC | 2.20K | Dec 31, 25 | -451 | 0.00% |
| CWM, LLC | 1.69K | Dec 31, 25 | -55 | 0.00% |
| Hughes Financial Services, LLC | 1.62K | Dec 31, 25 | -- | 0.00% |
| ASSETMARK, INC | 1.34K | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 1.22K | Dec 31, 25 | +1.03K | 0.00% |
| Navalign, LLC | 1.07K | Dec 31, 25 | +1.07K | 0.00% |
| Ransom Advisory, Ltd | 600 | Dec 31, 25 | -- | 0.00% |
| Geneos Wealth Management Inc. | 555 | Dec 31, 25 | +17 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 500 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 428 | Dec 31, 25 | -566 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 407 | Dec 31, 25 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 397 | Dec 31, 25 | +397 | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 395 | Dec 31, 25 | +13 | 0.00% |
| GPS Wealth Strategies Group, LLC | 356 | Dec 31, 25 | +11 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 325 | Dec 31, 25 | -889 | 0.00% |
| JPMORGAN CHASE & CO | 292 | Dec 31, 25 | -69 | 0.00% |
| WPG Advisers, LLC | 164 | Dec 31, 25 | +164 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 124 | Dec 31, 25 | -- | 0.00% |
| Lodestone Wealth Management LLC | 107 | Dec 31, 25 | +107 | 0.00% |
| Tidemark, LLC | 106 | Dec 31, 25 | +3 | 0.00% |
| Larson Financial Group LLC | 81 | Dec 31, 25 | -- | 0.00% |
| Capital Analysts, LLC | 34 | Dec 31, 25 | +1 | 0.00% |
| Golden State Wealth Management, LLC | -- | Dec 31, 25 | -8 | -- |
| Russell Investments Group, Ltd. | -- | Dec 31, 25 | -687 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Dec 31, 25 | -3.49K | -- |
| Walleye Capital LLC | -- | Dec 31, 25 | -34.73K | -- |
| Rockefeller Capital Management L.P. | -- | Dec 31, 25 | -1.83K | -- |
| Kovitz Investment Group Partners, LLC | -- | Dec 31, 25 | -11.72K | -- |
| FIFTH THIRD BANCORP | -- | Dec 31, 25 | -13 | -- |
| Belpointe Asset Management LLC | -- | Dec 31, 25 | -10.98K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Dec 31, 25 | -19.00K | -- |
| Newbridge Financial Services Group, Inc. | -- | Dec 31, 25 | -1.91K | -- |
| Ameritas Advisory Services, LLC | -- | Dec 31, 25 | -700 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Dec 31, 25 | -10.86K | -- |
| READYSTATE ASSET MANAGEMENT LP | -- | Dec 31, 25 | -44.81K | -- |
| BRYN MAWR TRUST Co | -- | Dec 31, 25 | -1.03K | -- |
| Tower Research Capital LLC (TRC) | -- | Dec 31, 25 | -4 | -- |
| Jaffetilchin Investment Partners, LLC | -- | Dec 31, 25 | -44.80K | -- |
| WETHERBY ASSET MANAGEMENT INC | 11.80K | Sep 30, 25 | -- | 0.01% |
| MENLO ADVISORS LLC | 195.24K | Jun 30, 25 | -5.80K | 0.16% |
| Benchmark Wealth Management, LLC | 12.62K | Jun 30, 25 | -96 | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 11.31K | Jun 30, 25 | +11.31K | 0.01% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -11.76K | -- |
| Cutter & CO Brokerage, Inc. | 19.97K | Mar 31, 25 | +6.84K | 0.02% |
| CAROLINAS WEALTH CONSULTING LLC | 9.14K | Mar 31, 25 | -- | 0.01% |
| TrinityPoint Wealth, LLC | 10.70K | Dec 31, 24 | -- | 0.01% |
| SignalPoint Asset Management, LLC | 10.65K | Dec 31, 24 | -- | 0.01% |
| AlphaMark Advisors, LLC | 51 | Dec 31, 24 | +1 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 1.58M | Sep 30, 24 | +82.01K | 1.32% |
| RAYMOND JAMES & ASSOCIATES | 1.50M | Sep 30, 24 | +78.60K | 1.26% |
| 9258 Wealth Management, LLC | 51.14K | Sep 30, 24 | -1.91K | 0.04% |
| RAYMOND JAMES TRUST N.A. | 43.77K | Sep 30, 24 | -- | 0.04% |
| All Season Financial Advisors, Inc. | 40.91K | Sep 30, 24 | +130 | 0.03% |
| LifePro Asset Management | 17.76K | Sep 30, 24 | -- | 0.01% |
| FinTrust Capital Advisors, LLC | 3.50K | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 991 | Sep 30, 24 | +17 | 0.00% |
| Carmichael Hill & Associates, Inc. | 850 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 85.48K | Jun 30, 24 | -1.63K | 0.07% |
| Cetera Advisors LLC | 263.91K | Mar 31, 24 | +263.91K | 0.22% |
| Cetera Advisor Networks LLC | 20.77K | Mar 31, 24 | -56 | 0.02% |
| FOCUS FINANCIAL NETWORK INC /ADV | 14.00K | Dec 31, 23 | +14.00K | 0.01% |
| Baystate Wealth Management LLC | 1.54K | Dec 31, 23 | +1.54K | 0.00% |
| ROTHSCHILD INVESTMENT CORP /IL | 153.99K | Sep 30, 23 | +7.90K | 0.13% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 36.54K | Sep 30, 23 | +705 | 0.03% |
| TIAA, FSB | 12.38K | Jun 30, 23 | +222 | 0.01% |
| OTA Financial Group L.P. | -- | Jun 30, 23 | -54.45K | -- |
| Ahrens Investment Partners LLC | 840 | Mar 31, 23 | +840 | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 90.93K | Dec 31, 22 | +4.22K | 0.08% |
| Sargent Bickham Lagudis LLC | 920 | Dec 31, 22 | +19 | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 5.35K | Sep 30, 22 | +5.35K | 0.00% |
| American Portfolios Advisors | 5.18K | Sep 30, 22 | -573 | 0.00% |
| Frontier Wealth Management LLC | 333.45K | Jun 30, 22 | +333.45K | 0.28% |
| B. Riley Wealth Management, Inc. | 17.90K | Jun 30, 22 | +17.90K | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2.43M | Mar 31, 22 | -564.78K | 2.03% |
| KINGS POINT CAPITAL MANAGEMENT | 2.10K | Mar 31, 22 | +42 | 0.00% |
| People's United Financial, Inc. | -- | Mar 31, 22 | -10.35K | -- |
| REILLY FINANCIAL ADVISORS, LLC | 5.27K | Dec 31, 21 | +218 | 0.00% |
| NEXT Financial Group, Inc | 2.10K | Dec 31, 21 | -200 | 0.00% |
| Carroll Financial Associates, Inc. | 270 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 19.45K | Sep 30, 21 | +4.10K | 0.02% |
| Harborview Advisors, LLC | 11.11K | Sep 30, 21 | +91 | 0.01% |
| Hochman Cole Investment Advisors, Inc. | -- | Sep 30, 21 | -11.47K | -- |
| Reby Advisors, LLC | 2.00K | Dec 31, 20 | +2.00K | 0.00% |
| First Allied Advisory Services, Inc. | 13.12K | Sep 30, 20 | -3.37K | 0.01% |
| Watson Rebecca | 10.72K | Sep 30, 20 | -- | 0.01% |
| Private Vista, LLC | -- | Jun 30, 20 | -25.06K | -- |
| Osborn Williams & Donohoe LLC | -- | Mar 31, 20 | -29.16K | -- |
| Crow Point Partners, LLC | 119.93K | Dec 31, 19 | +22.18K | 0.10% |
| Advisor Group, Inc. | 47.13K | Dec 31, 19 | +2.14K | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 45.10K | Dec 31, 19 | -11.26K | 0.04% |
| BB&T SECURITIES, LLC | 33.82K | Sep 30, 19 | +1.67K | 0.03% |
| SUNTRUST BANKS INC | 15.34K | Sep 30, 19 | +71 | 0.01% |
| HL FINANCIAL SERVICES LLC | 24.38K | Mar 31, 19 | -1.36K | 0.02% |
| Horizon Kinetics LLC | 52.89K | Dec 31, 18 | -43.09K | 0.04% |
| TRAIN BABCOCK ADVISORS LLC | 10.00K | Dec 31, 17 | -- | 0.01% |
| WFG Advisors, LP | 241.69K | Jun 30, 17 | +16.66K | 0.20% |
| Commonwealth Equity Services, Inc | 102.01K | Jun 30, 17 | -8.56K | 0.09% |
| MSI Financial Services Inc | 75.54K | Dec 31, 16 | +43.24K | 0.06% |
| VSR Financial Services, Inc. | 135.68K | Jun 30, 16 | -3.66K | 0.11% |
| Aris Wealth Services, Inc. | 310 | Sep 30, 15 | -- | 0.00% |
| Relative Value Partners, LLC | 1.64M | Mar 31, 15 | -166.23K | 1.37% |
| BAIRD ROBERT W & CO INC /WI/ | 131.41K | Mar 31, 15 | -2.50K | 0.11% |
| NEW ENGLAND SECURITIES CORP /MA/ | 341 | Dec 31, 14 | -1.21K | 0.00% |
| UBS AG | 817.23K | Sep 30, 14 | +11.95K | 0.68% |
| McAdams Wright Ragen, Inc. | 118.28K | Sep 30, 14 | -1.38K | 0.10% |
| KMS FINANCIAL SERVICES, INC | 15.25K | Jun 30, 14 | -30.01K | 0.01% |
| STIFEL NICOLAUS & CO INC \MO\ | 130.51K | Sep 30, 13 | +5.75K | 0.11% |
| First Allied Securities, Inc. | 66.54K | Jun 30, 12 | +5.88K | 0.06% |
| NOLLENBERGER CAPITAL PARTNERS INC | 8.32K | Dec 31, 10 | +7 | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 684.71K | Jun 30, 10 | -309.10K | 0.57% |
| RBC Dominion Securities Inc. | 19.17K | Dec 31, 08 | +246 | 0.02% |