RVT(RVT)
RVT
$17.49—Stale · unknown old
NYSE • Last print unknown ago
$17.49—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 6.05M | Jun 30, 26 | +218.18K | 5.06% |
| MORGAN STANLEY | 5.90M | Jun 30, 26 | -204.99K | 4.93% |
| RAYMOND JAMES FINANCIAL INC | 3.09M | Jun 30, 26 | +257.05K | 2.58% |
| LPL Financial LLC | 2.40M | Jun 30, 26 | +117.35K | 2.00% |
| WELLS FARGO & COMPANY/MN | 1.65M | Jun 30, 26 | -45.13K | 1.38% |
| ROYAL BANK OF CANADA | 1.64M | Jun 30, 26 | +14.37K | 1.37% |
| Penserra Capital Management LLC | 1.38M | Jun 30, 26 | +52.86K | 1.16% |
| Saba Capital Management, L.P. | 1.25M | Jun 30, 26 | +1.25M | 1.04% |
| STIFEL FINANCIAL CORP | 848.25K | Jun 30, 26 | +23.16K | 0.71% |
| Janney Montgomery Scott LLC | 742.46K | Jun 30, 26 | +13.98K | 0.62% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 674.73K | Jun 30, 26 | +20.95K | 0.56% |
| LAZARD ASSET MANAGEMENT LLC | 612.32K | Jun 30, 26 | -- | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 607.24K | Jun 30, 26 | +5.27K | 0.51% |
| Shaker Financial Services, LLC | 605.75K | Jun 30, 26 | +467.23K | 0.51% |
| Waterfront Wealth Inc. | 495.16K | Jun 30, 26 | -69.40K | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 484.01K | Jun 30, 26 | +139.18K | 0.40% |
| Modern Wealth Management, LLC | 480.23K | Jun 30, 26 | -11.74K | 0.40% |
| UBS Group AG | 465.25K | Jun 30, 26 | -116.86K | 0.39% |
| GUGGENHEIM CAPITAL LLC | 423.47K | Jun 30, 26 | -29.68K | 0.35% |
| Advisors Asset Management, Inc. | 336.54K | Jun 30, 26 | +16.28K | 0.28% |
| Paller Financial Services Inc | 303.41K | Jun 30, 26 | -5.46K | 0.25% |
| Steward Partners Investment Advisory, LLC | 290.75K | Jun 30, 26 | +14.69K | 0.24% |
| Allspring Global Investments Holdings, LLC | 287.28K | Jun 30, 26 | +98.14K | 0.24% |
| ROTHSCHILD INVESTMENT LLC | 250.77K | Jun 30, 26 | +10.56K | 0.21% |
| CAPTRUST FINANCIAL ADVISORS | 249.03K | Jun 30, 26 | -8.16K | 0.21% |
| Cypress Capital Management LLC (WY) | 243.76K | Jun 30, 26 | +26.88K | 0.20% |
| Private Advisor Group, LLC | 231.26K | Jun 30, 26 | +48.41K | 0.19% |
| D.A. DAVIDSON & CO. | 230.46K | Jun 30, 26 | -4.45K | 0.19% |
| OPPENHEIMER & CO INC | 222.66K | Jun 30, 26 | +5.61K | 0.19% |
| HighTower Advisors, LLC | 200.82K | Jun 30, 26 | +23.02K | 0.17% |
| Logan Stone Capital, LLC | 195.67K | Jun 30, 26 | +195.67K | 0.16% |
| Altium Capital Management LP | 192.51K | Jun 30, 26 | -- | 0.16% |
| Z3 Capital Partners, LLC | 186.66K | Jun 30, 26 | +957 | 0.16% |
| WOLVERINE ASSET MANAGEMENT LLC | 178.79K | Jun 30, 26 | +178.79K | 0.15% |
| Hennion & Walsh Asset Management, Inc. | 177.68K | Jun 30, 26 | +55.19K | 0.15% |
| RB Capital Management, LLC | 171.22K | Jun 30, 26 | +327 | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 164.93K | Jun 30, 26 | +3.77K | 0.14% |
| INTREPID FAMILY OFFICE LLC | 155.64K | Jun 30, 26 | +2.87K | 0.13% |
| GENERAL AMERICAN INVESTORS CO INC | 150.88K | Jun 30, 26 | -- | 0.13% |
| Samalin Investment Counsel, LLC | 147.35K | Jun 30, 26 | +34.59K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 132.93K | Jun 30, 26 | +12.74K | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 121.63K | Jun 30, 26 | -9.46K | 0.10% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 119.20K | Jun 30, 26 | +44.30K | 0.10% |
| EVOLVE PRIVATE WEALTH, LLC | 108.01K | Jun 30, 26 | -3.12K | 0.09% |
| Sanctuary Advisors, LLC | 102.17K | Jun 30, 26 | +1.95K | 0.09% |
| Atlantic Union Bankshares Corp | 94.36K | Jun 30, 26 | -532 | 0.08% |
| Advisory Advocates, LLC | 90.63K | Jun 30, 26 | +4.12K | 0.08% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 88.15K | Jun 30, 26 | +88.15K | 0.07% |
| FIRST TRUST ADVISORS LP | 86.33K | Jun 30, 26 | +334 | 0.07% |
| MGO ONE SEVEN LLC | 84.16K | Jun 30, 26 | +42.27K | 0.07% |
| NewEdge Advisors, LLC | 82.37K | Jun 30, 26 | +26.27K | 0.07% |
| TrueMark Investments, LLC | 79.84K | Jun 30, 26 | +5.27K | 0.07% |
| KENNEDY INVESTMENT GROUP | 77.38K | Jun 30, 26 | -4.70K | 0.06% |
| WJ Financial Advisors LLC | 75.03K | Jun 30, 26 | -2.00K | 0.06% |
| FIFTH THIRD BANCORP | 73.50K | Jun 30, 26 | +2.27K | 0.06% |
| Focused Wealth Management, Inc | 73.46K | Jun 30, 26 | +2.00K | 0.06% |
| 1607 Capital Partners, LLC | 70.00K | Jun 30, 26 | +70.00K | 0.06% |
| Comprehensive Money Management Services LLC | 69.95K | Jun 30, 26 | +4.48K | 0.06% |
| JANE STREET GROUP, LLC | 68.24K | Jun 30, 26 | +43.03K | 0.06% |
| Cetera Investment Advisers | 65.75K | Jun 30, 26 | -228.93K | 0.05% |
| Accel Wealth Management | 65.51K | Jun 30, 26 | -11.57K | 0.05% |
| WHITENER CAPITAL MANAGEMENT, INC. | 60.93K | Jun 30, 26 | +7.64K | 0.05% |
| Prospera Financial Services Inc | 60.54K | Jun 30, 26 | -666 | 0.05% |
| Triumph Capital Management | 60.02K | Jun 30, 26 | +2.75K | 0.05% |
| Stolper Co | 56.79K | Jun 30, 26 | +42.95K | 0.05% |
| Abel Hall, LLC | 55.00K | Jun 30, 26 | -- | 0.05% |
| Concorde Asset Management, LLC | 54.60K | Jun 30, 26 | +2.55K | 0.05% |
| Quantedge Capital Pte Ltd | 54.30K | Jun 30, 26 | +54.30K | 0.05% |
| Bay Rivers Group | 53.48K | Jun 30, 26 | +2.05K | 0.04% |
| Waverly Advisors, LLC | 53.08K | Jun 30, 26 | +825 | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 51.28K | Jun 30, 26 | +1.06K | 0.04% |
| Mraz, Amerine & Associates, Inc. | 51.23K | Jun 30, 26 | -- | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 50.04K | Jun 30, 26 | -12.24K | 0.04% |
| NWF Advisory Services Inc. | 47.76K | Jun 30, 26 | -1.67K | 0.04% |
| Kestra Advisory Services, LLC | 46.72K | Jun 30, 26 | -71.52K | 0.04% |
| BANK OF MONTREAL /CAN/ | 45.95K | Jun 30, 26 | +2.38K | 0.04% |
| Atlanta Consulting Group Advisors, LLC | 42.93K | Jun 30, 26 | -- | 0.04% |
| GABELLI FUNDS LLC | 42.20K | Jun 30, 26 | -- | 0.04% |
| XTX Topco Ltd | 41.67K | Jun 30, 26 | +41.67K | 0.03% |
| Delta Wealth Advisors LLC | 40.87K | Jun 30, 26 | -- | 0.03% |
| Apollon Wealth Management, LLC | 39.04K | Jun 30, 26 | -1.64K | 0.03% |
| BENJAMIN EDWARDS INC | 38.63K | Jun 30, 26 | -4.47K | 0.03% |
| Farther Finance Advisors, LLC | 36.64K | Jun 30, 26 | -3.26K | 0.03% |
| Alexander Randolph Advisory, Inc. | 35.13K | Jun 30, 26 | +597 | 0.03% |
| Karpus Management, Inc. | 34.57K | Jun 30, 26 | +18.48K | 0.03% |
| EP Wealth Advisors, LLC | 33.64K | Jun 30, 26 | +33.64K | 0.03% |
| PMG Family Office LLC | 33.45K | Jun 30, 26 | +940 | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 30.36K | Jun 30, 26 | +9.52K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 29.81K | Jun 30, 26 | -5.18K | 0.02% |
| Baird Financial Group, Inc. | 29.60K | Jun 30, 26 | +1.29K | 0.02% |
| HBK Sorce Advisory LLC | 29.54K | Jun 30, 26 | +12.91K | 0.02% |
| SPIREPOINT PRIVATE CLIENT, LLC | 29.24K | Jun 30, 26 | +18 | 0.02% |
| WEDBUSH SECURITIES INC | 29.05K | Jun 30, 26 | +3.11K | 0.02% |
| Pensionmark Financial Group, LLC | 28.82K | Jun 30, 26 | -957 | 0.02% |
| BROWN ADVISORY INC | 28.74K | Jun 30, 26 | +2.96K | 0.02% |
| David J Yvars Group | 28.16K | Jun 30, 26 | -- | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27.33K | Jun 30, 26 | -45 | 0.02% |
| 1776 Wealth LLC | 27.23K | Jun 30, 26 | +448 | 0.02% |
| Allworth Financial LP | 26.77K | Jun 30, 26 | +234 | 0.02% |
| Heritage Wealth Management, Inc. | 26.27K | Jun 30, 26 | +26.27K | 0.02% |
| J.W. COLE ADVISORS, INC. | 26.09K | Jun 30, 26 | +26.09K | 0.02% |
| Mezzasalma Advisors, LLC | 25.69K | Jun 30, 26 | +396 | 0.02% |
| Moors & Cabot, Inc. | 24.67K | Jun 30, 26 | +43 | 0.02% |
| FCA CORP /TX | 24.53K | Jun 30, 26 | +8.67K | 0.02% |
| VISTA INVESTMENT PARTNERS II, LLC | 23.66K | Jun 30, 26 | -71 | 0.02% |
| Uncommon Cents Investing LLC | 23.27K | Jun 30, 26 | -500 | 0.02% |
| Jefferies Financial Group Inc. | 23.26K | Jun 30, 26 | -36.05K | 0.02% |
| Vontobel Holding Ltd. | 23.04K | Jun 30, 26 | -10.00K | 0.02% |
| Cerity Partners LLC | 22.45K | Jun 30, 26 | -1.57K | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 22.20K | Jun 30, 26 | -2.39K | 0.02% |
| ECLECTIC ASSOCIATES INC /ADV | 22.15K | Jun 30, 26 | -806 | 0.02% |
| DAYMARK WEALTH PARTNERS, LLC | 21.96K | Jun 30, 26 | +35 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.09K | Jun 30, 26 | +1.85K | 0.02% |
| Decker Wealth Management LLC | 19.75K | Jun 30, 26 | +205 | 0.02% |
| Harbour Wealth Management Group, Inc. | 19.58K | Jun 30, 26 | +38 | 0.02% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 19.32K | Jun 30, 26 | +19.32K | 0.02% |
| SouthState Corp | 18.97K | Jun 30, 26 | -- | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 18.44K | Jun 30, 26 | -159 | 0.02% |
| Calamos Advisors LLC | 18.41K | Jun 30, 26 | +18.41K | 0.02% |
| Carson Advisory Inc. | 18.41K | Jun 30, 26 | +312 | 0.02% |
| Beacon Financial Advisory LLC | 18.22K | Jun 30, 26 | -803 | 0.02% |
| Mariner, LLC | 18.09K | Jun 30, 26 | -33.13K | 0.02% |
| Redmond Asset Management, LLC | 18.01K | Jun 30, 26 | +111 | 0.02% |
| SIERRA OCEAN, LLC | 17.38K | Jun 30, 26 | -- | 0.01% |
| Kovack Advisors, Inc. | 16.80K | Jun 30, 26 | +19 | 0.01% |
| STEPHENS INC /AR/ | 16.54K | Jun 30, 26 | +264 | 0.01% |
| K2 PRINCIPAL FUND, L.P. | 16.50K | Jun 30, 26 | -- | 0.01% |
| FORTEM FINANCIAL GROUP, LLC | 16.45K | Jun 30, 26 | -938 | 0.01% |
| Belpointe Asset Management LLC | 16.04K | Jun 30, 26 | -31.75K | 0.01% |
| Fortis Capital Advisors, LLC | 16.04K | Jun 30, 26 | -31.75K | 0.01% |
| PKS Advisory Services, LLC | 16.00K | Jun 30, 26 | -4.75K | 0.01% |
| Colony Group, LLC | 15.99K | Jun 30, 26 | +398 | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 15.91K | Jun 30, 26 | +229 | 0.01% |
| US BANCORP \DE\ | 15.73K | Jun 30, 26 | +2 | 0.01% |
| Keyes, Stange & Wooten Wealth Management, LLC | 15.70K | Jun 30, 26 | -- | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.42K | Jun 30, 26 | -9.41K | 0.01% |
| UHLMANN PRICE SECURITIES, LLC | 14.81K | Jun 30, 26 | +735 | 0.01% |
| SAGE PRIVATE WEALTH GROUP, LLC | 14.59K | Jun 30, 26 | +507 | 0.01% |
| Closed-End Fund Advisors, Inc. | 13.64K | Jun 30, 26 | +2.09K | 0.01% |
| Centurion Wealth Management LLC | 13.45K | Jun 30, 26 | -- | 0.01% |
| BARRETT & COMPANY, INC. | 13.26K | Jun 30, 26 | +7 | 0.01% |
| TWO SIGMA SECURITIES, LLC | 13.20K | Jun 30, 26 | +13.20K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 13.15K | Jun 30, 26 | -- | 0.01% |
| RMR Wealth Builders | 13.09K | Jun 30, 26 | +13.09K | 0.01% |
| VERUS CAPITAL PARTNERS, LLC | 13.05K | Jun 30, 26 | +3 | 0.01% |
| TRUIST FINANCIAL CORP | 12.75K | Jun 30, 26 | +808 | 0.01% |
| Tradition Wealth Management, LLC | 12.58K | Jun 30, 26 | +4 | 0.01% |
| NORTH STAR ASSET MANAGEMENT INC | 12.28K | Jun 30, 26 | -- | 0.01% |
| Invesco Ltd. | 11.73K | Jun 30, 26 | +11.73K | 0.01% |
| NorthStar Asset Management LLC /NJ/ | 11.26K | Jun 30, 26 | +191 | 0.01% |
| Wedmont Private Capital | 11.02K | Jun 30, 26 | -- | 0.01% |
| DAVENPORT & Co LLC | 10.81K | Jun 30, 26 | +26 | 0.01% |
| Coastal Bridge Advisors, LLC | 10.70K | Jun 30, 26 | -- | 0.01% |
| Coquina Private Wealth LLC | 10.48K | Jun 30, 26 | -917 | 0.01% |
| SEI INVESTMENTS CO | 10.26K | Jun 30, 26 | +10.26K | 0.01% |
| Graves Light Lenhart Wealth, Inc. | 10.25K | Jun 30, 26 | -- | 0.01% |
| SITTNER & NELSON, LLC | 10.22K | Jun 30, 26 | -- | 0.01% |
| Mascoma Wealth Management LLC | 10.22K | Jun 30, 26 | -- | 0.01% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.00K | Jun 30, 26 | +10.00K | 0.01% |
| North Star Investment Management Corp. | 6.13K | Jun 30, 26 | -- | 0.01% |
| TRUST CO OF VERMONT | 5.41K | Jun 30, 26 | +5.41K | 0.00% |
| Institute for Wealth Management, LLC. | 4.65K | Jun 30, 26 | +4.65K | 0.00% |
| EverSource Wealth Advisors, LLC | 4.50K | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 4.05K | Jun 30, 26 | -- | 0.00% |
| Community Financial Services Group, LLC | 3.92K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 3.70K | Jun 30, 26 | -- | 0.00% |
| Pingora Partners LLC | 3.63K | Jun 30, 26 | -100 | 0.00% |
| SRS Capital Advisors, Inc. | 3.55K | Jun 30, 26 | +3.55K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 3.07K | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 3.05K | Jun 30, 26 | +51 | 0.00% |
| HUNTINGTON NATIONAL BANK | 2.92K | Jun 30, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 2.90K | Jun 30, 26 | -- | 0.00% |
| Center for Financial Planning, Inc. | 2.76K | Jun 30, 26 | +2.76K | 0.00% |
| Clearstead Advisors, LLC | 2.49K | Jun 30, 26 | +2.49K | 0.00% |
| Vermillion Wealth Management, Inc. | 2.34K | Jun 30, 26 | -35 | 0.00% |
| RHL GROUP, LLC | 2.15K | Jun 30, 26 | +2.15K | 0.00% |
| Salomon & Ludwin, LLC | 2.03K | Jun 30, 26 | -175 | 0.00% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 1.94K | Jun 30, 26 | +1.78K | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.91K | Jun 30, 26 | +1.28K | 0.00% |
| Westfuller Advisors, LLC | 1.89K | Jun 30, 26 | +32 | 0.00% |
| Integrated Wealth Concepts LLC | 1.89K | Jun 30, 26 | +1.89K | 0.00% |
| Hughes Financial Services, LLC | 1.62K | Jun 30, 26 | -- | 0.00% |
| PROSPERITY BANCSHARES INC | 1.36K | Jun 30, 26 | -3.82K | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.24K | Jun 30, 26 | +1.24K | 0.00% |
| CENTRAL TRUST Co | 1.00K | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 611 | Jun 30, 26 | +10 | 0.00% |
| Geneos Wealth Management Inc. | 574 | Jun 30, 26 | +9 | 0.00% |
| Newton One Investments LLC | 568 | Jun 30, 26 | +568 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 500 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 472 | Jun 30, 26 | -- | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 409 | Jun 30, 26 | +7 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 407 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 396 | Jun 30, 26 | +6 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 363 | Jun 30, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 332 | Jun 30, 26 | +5 | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 325 | Jun 30, 26 | +325 | 0.00% |
| Game Plan Financial Advisors, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 292 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 206 | Jun 30, 26 | +206 | 0.00% |
| Trust Co | 203 | Jun 30, 26 | +203 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 137 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 114 | Jun 30, 26 | +109 | 0.00% |
| Tidemark, LLC | 108 | Jun 30, 26 | -1 | 0.00% |
| Lodestone Wealth Management LLC | 107 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 55 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 34 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 32 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 8 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 1 | Jun 30, 26 | +1 | 0.00% |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -1.49K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -15.65K | -- |
| MCCARTER PRIVATE WEALTH SERVICES LLC | -- | Jun 30, 26 | -37.02K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -929 | -- |
| Operose Advisors LLC | -- | Jun 30, 26 | -7.00K | -- |
| Formidable Asset Management, LLC | -- | Jun 30, 26 | -10.24K | -- |
| FMR LLC | -- | Jun 30, 26 | -38 | -- |
| Creative Planning | -- | Jun 30, 26 | -13.07K | -- |
| Nemes Rush Group LLC | -- | Jun 30, 26 | -26 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -7 | -- |
| Strategic Blueprint, LLC | -- | Jun 30, 26 | -10.79K | -- |
| ZACKS INVESTMENT MANAGEMENT | -- | Jun 30, 26 | -10.79K | -- |
| MENLO ADVISORS LLC | -- | Jun 30, 26 | -180.13K | -- |
| Private Wealth Asset Management, LLC | -- | Jun 30, 26 | -5.47K | -- |
| Fairway Wealth LLC | -- | Jun 30, 26 | -2.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.30K | -- |
| Simplicity Wealth,LLC | -- | Jun 30, 26 | -17.76K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -88 | -- |
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -249 | -- |
| ENDEAVOR PRIVATE WEALTH, INC. | -- | Jun 30, 26 | -11.28K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.66K | -- |
| CWM, LLC | 11.42K | Mar 31, 26 | +9.73K | 0.01% |
| Anfield Capital Management, LLC | 779 | Mar 31, 26 | +779 | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -23.54K | -- |
| COMERICA BANK | 71.22K | Dec 31, 25 | -5.42K | 0.06% |
| Ransom Advisory, Ltd | 600 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 428 | Dec 31, 25 | -566 | 0.00% |
| GPS Wealth Strategies Group, LLC | 356 | Dec 31, 25 | +11 | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 11.80K | Sep 30, 25 | -- | 0.01% |
| 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% |