Invesco S&P SmallCap 600 Revenue ETF(RWJ)

$60.66—Stale · unknown old

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Invesco S&P SmallCap 600 Revenue ETF(RWJ)

NYSE • Last print unknown ago

$60.66—Stale · unknown old

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RWJ(RWJ)

RWJ

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Institutional Ownership

Top 281 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	2.92M	Jun 30, 26	-68.08K	9.00%
MORGAN STANLEY	2.79M	Jun 30, 26	+491.17K	8.59%
BANK OF AMERICA CORP /DE/	1.48M	Jun 30, 26	+144.97K	4.58%
Fusion Family Wealth LLC	1.47M	Jun 30, 26	-27.17K	4.54%
UBS Group AG	830.18K	Jun 30, 26	+45.35K	2.56%
AMERIPRISE FINANCIAL INC	803.94K	Jun 30, 26	-2.02K	2.48%
RAYMOND JAMES FINANCIAL INC	777.58K	Jun 30, 26	+15.94K	2.40%
ADVISOR GROUP HOLDINGS, INC.	608.26K	Jun 30, 26	+51.03K	1.88%
Colony Group, LLC	572.10K	Jun 30, 26	+16.13K	1.76%
Wellington Grp LLC	508.13K	Jun 30, 26	+22.68K	1.57%
MAI Capital Management	438.05K	Jun 30, 26	+14.54K	1.35%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	423.31K	Jun 30, 26	+25.79K	1.30%
WELLS FARGO & COMPANY/MN	415.42K	Jun 30, 26	-20.46K	1.28%
Consolidated Planning Corp	322.10K	Jun 30, 26	+2.92K	0.99%
COMMONWEALTH EQUITY SERVICES, LLC	244.27K	Jun 30, 26	-5.32K	0.75%
Ancora Advisors, LLC	234.52K	Jun 30, 26	+15.35K	0.72%
Private Advisor Group, LLC	221.98K	Jun 30, 26	+17.89K	0.68%
INDEPENDENT FINANCIAL GROUP, LLC	204.87K	Jun 30, 26	+1.34K	0.63%
Financial Services Advisory Inc	182.08K	Jun 30, 26	+182.08K	0.56%
JONES FINANCIAL COMPANIES LLLP	176.88K	Jun 30, 26	+18.84K	0.55%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	149.27K	Jun 30, 26	+15.62K	0.46%
ROYAL BANK OF CANADA	145.18K	Jun 30, 26	+6.83K	0.45%
Cetera Investment Advisers	138.13K	Jun 30, 26	+5.01K	0.43%
HARBOUR INVESTMENTS, INC.	136.37K	Jun 30, 26	-2.17K	0.42%
Cyr Financial Inc.	136.06K	Jun 30, 26	+4.41K	0.42%
WILEY BROS.-AINTREE CAPITAL, LLC	135.35K	Jun 30, 26	+2.46K	0.42%
Koshinski Asset Management, Inc.	133.67K	Jun 30, 26	+133.67K	0.41%
IFP Advisors, Inc	130.19K	Jun 30, 26	-603	0.40%
Oxford Wealth Group, LLC	125.86K	Jun 30, 26	+5.04K	0.39%
ENVESTNET ASSET MANAGEMENT INC	124.88K	Jun 30, 26	-2.25K	0.38%
Cambridge Investment Research Advisors, Inc.	104.68K	Jun 30, 26	-10.35K	0.32%
Advisor OS, LLC	91.83K	Jun 30, 26	+84.33K	0.28%
MML INVESTORS SERVICES, LLC	68.32K	Jun 30, 26	+18.35K	0.21%
CoreCap Advisors, LLC	61.85K	Jun 30, 26	+1.28K	0.19%
GOLDMAN SACHS GROUP INC	60.00K	Jun 30, 26	--	0.18%
Fortis Capital Management LLC	59.21K	Jun 30, 26	+5.00K	0.18%
Bellars Harris Wealth Management, LLC	58.91K	Jun 30, 26	+58.91K	0.18%
Valued Retirements, Inc.	58.17K	Jun 30, 26	+20	0.18%
GUIDANCE CAPITAL, INC	56.94K	Jun 30, 26	+3.15K	0.18%
POTENTIA WEALTH	56.91K	Jun 30, 26	-449	0.18%
Belpointe Asset Management LLC	54.94K	Jun 30, 26	+1.62K	0.17%
MONECO Advisors, LLC	50.15K	Jun 30, 26	-821	0.15%
Carolina Wealth Management Inc	48.37K	Jun 30, 26	+48.37K	0.15%
NewEdge Advisors, LLC	47.47K	Jun 30, 26	+3.38K	0.15%
Steward Partners Investment Advisory, LLC	46.71K	Jun 30, 26	-1.61K	0.14%
STIFEL FINANCIAL CORP	45.57K	Jun 30, 26	-9.54K	0.14%
Rockefeller Capital Management L.P.	44.58K	Jun 30, 26	-441	0.14%
Sanctuary Advisors, LLC	43.92K	Jun 30, 26	-75	0.14%
JPMORGAN CHASE & CO	42.01K	Jun 30, 26	+2.06K	0.13%
Main Street Group, LTD	41.28K	Jun 30, 26	+2.40K	0.13%
JAMES INVESTMENT RESEARCH INC	41.04K	Jun 30, 26	+55	0.13%
Patriot Financial Group Insurance Agency, LLC	40.22K	Jun 30, 26	-34.95K	0.12%
PERSPECTIVE WEALTH ADVISORS LLC	39.35K	Jun 30, 26	-1.19K	0.12%
Cerity Partners LLC	38.98K	Jun 30, 26	-2.21K	0.12%
Ausdal Financial Partners, Inc.	37.54K	Jun 30, 26	+1.90K	0.12%
PACIFIC SUN FINANCIAL CORP	37.33K	Jun 30, 26	-4.30K	0.12%
OPINICUS CAPITAL, INC.	37.08K	Jun 30, 26	-527	0.11%
Legacy Financial Advisors, Inc.	36.94K	Jun 30, 26	+1.17K	0.11%
First Bank & Trust	36.57K	Jun 30, 26	+5.49K	0.11%
Prime Capital Investment Advisors, LLC	34.44K	Jun 30, 26	-756	0.11%
Strive Financial Group ,LLC	34.21K	Jun 30, 26	-4.25K	0.11%
Gladstone Institutional Advisory LLC	33.94K	Jun 30, 26	+2.61K	0.10%
Western Wealth Management, LLC	31.99K	Jun 30, 26	+207	0.10%
Creative Planning	31.36K	Jun 30, 26	+617	0.10%
CITADEL ADVISORS LLC	29.51K	Jun 30, 26	+29.51K	0.09%
Klingman & Associates, LLC	28.27K	Jun 30, 26	--	0.09%
THOROUGHBRED FINANCIAL SERVICES, LLC	28.08K	Jun 30, 26	+399	0.09%
Sigma Planning Corp	26.90K	Jun 30, 26	-638	0.08%
NOTTINGHAM ADVISORS, INC.	26.68K	Jun 30, 26	--	0.08%
GREAT VALLEY ADVISOR GROUP, INC.	25.55K	Jun 30, 26	+41	0.08%
NATIXIS ADVISORS, L.P.	24.86K	Jun 30, 26	+5.61K	0.08%
Kestra Advisory Services, LLC	23.30K	Jun 30, 26	-1.16K	0.07%
TWO SIGMA INVESTMENTS, LP	23.00K	Jun 30, 26	+23.00K	0.07%
AQR CAPITAL MANAGEMENT LLC	22.72K	Jun 30, 26	+8.04K	0.07%
Global Retirement Partners, LLC	21.93K	Jun 30, 26	+21.93K	0.07%
CITIZENS FINANCIAL GROUP INC/RI	21.08K	Jun 30, 26	+6	0.06%
TRUIST FINANCIAL CORP	20.28K	Jun 30, 26	-16	0.06%
CATHY PARETO & ASSOCIATES, INC	19.75K	Jun 30, 26	-609	0.06%
Hilltop Holdings Inc.	18.34K	Jun 30, 26	-410	0.06%
Atria Investments, Inc	18.03K	Jun 30, 26	-343	0.06%
Janney Montgomery Scott LLC	17.72K	Jun 30, 26	-4.86K	0.05%
Wealthspire Advisors, LLC	17.65K	Jun 30, 26	+45	0.05%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	17.09K	Jun 30, 26	-190	0.05%
GTS SECURITIES LLC	16.94K	Jun 30, 26	+9.24K	0.05%
SK Wealth Management, LLC	14.69K	Jun 30, 26	-1.48K	0.05%
Sowell Financial Services LLC	14.63K	Jun 30, 26	+999	0.05%
Geneos Wealth Management Inc.	14.62K	Jun 30, 26	-37	0.05%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	13.88K	Jun 30, 26	--	0.04%
BROWN ADVISORY INC	13.84K	Jun 30, 26	-98	0.04%
Asset Dedication, LLC	13.49K	Jun 30, 26	+13.49K	0.04%
Sensible Money, LLC	13.49K	Jun 30, 26	+13.49K	0.04%
Stratos Wealth Partners, LTD.	13.45K	Jun 30, 26	+1.56K	0.04%
Key FInancial Inc	13.18K	Jun 30, 26	-930	0.04%
Copia Wealth Management	12.89K	Jun 30, 26	-12	0.04%
Proactive Wealth Strategies LLC	12.20K	Jun 30, 26	-100	0.04%
TSFG, LLC	12.19K	Jun 30, 26	+10	0.04%
Marshall Financial Group LLC	12.02K	Jun 30, 26	-115	0.04%
Sunrise Financial Services, LLC	11.69K	Jun 30, 26	-539	0.04%
Equitable Holdings, Inc.	11.54K	Jun 30, 26	+880	0.04%
FMR LLC	11.54K	Jun 30, 26	+244	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	11.53K	Jun 30, 26	-295	0.04%
Claro Advisors LLC	11.09K	Jun 30, 26	-4.61K	0.03%
NICOLET BANKSHARES INC	11.08K	Jun 30, 26	+11.08K	0.03%
S.A. Mason LLC	10.82K	Jun 30, 26	+2.40K	0.03%
Collaborative Capital Advisors LLC	10.51K	Jun 30, 26	+10.51K	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10.50K	Jun 30, 26	-110	0.03%
Integrated Wealth Concepts LLC	10.34K	Jun 30, 26	+3.73K	0.03%
Miracle Mile Advisors, LLC	9.56K	Jun 30, 26	+24	0.03%
Merit Financial Group, LLC	9.34K	Jun 30, 26	--	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.73K	Jun 30, 26	+8.73K	0.03%
KMG FIDUCIARY PARTNERS, LLC	8.54K	Jun 30, 26	-61	0.03%
IFG Advisory, LLC	8.39K	Jun 30, 26	+8.39K	0.03%
Quantinno Capital Management LP	8.31K	Jun 30, 26	+8.31K	0.03%
FIDUCIARY FINANCIAL ADVISORS	8.12K	Jun 30, 26	+8.12K	0.03%
CAPTRUST FINANCIAL ADVISORS	8.01K	Jun 30, 26	--	0.02%
Moors & Cabot, Inc.	7.93K	Jun 30, 26	-2.53K	0.02%
Fiera Capital Corp	7.85K	Jun 30, 26	--	0.02%
RFG Advisory, LLC	7.44K	Jun 30, 26	-1.46K	0.02%
Cornerstone Financial Group, LLC /NE/	7.40K	Jun 30, 26	+19	0.02%
Financial Solutions Advisory Group, Inc.	7.36K	Jun 30, 26	+116	0.02%
Beacon Pointe Advisors, LLC	7.25K	Jun 30, 26	-63	0.02%
New Insight Wealth Advisors	7.23K	Jun 30, 26	-337	0.02%
Resources Investment Advisors, LLC.	7.19K	Jun 30, 26	+7.19K	0.02%
Annex Advisory Services, LLC	7.15K	Jun 30, 26	+18	0.02%
Meridian Financial, LLC	7.11K	Jun 30, 26	+1.60K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	6.99K	Jun 30, 26	+5	0.02%
Pine Harbor Wealth Management, LLC	6.91K	Jun 30, 26	--	0.02%
BANK OF MONTREAL /CAN/	6.83K	Jun 30, 26	+2	0.02%
HighTower Advisors, LLC	6.80K	Jun 30, 26	-2.37K	0.02%
Larson Financial Group LLC	6.73K	Jun 30, 26	+6.72K	0.02%
HALL CAPITAL MANAGEMENT CO INC	6.70K	Jun 30, 26	--	0.02%
MERCER GLOBAL ADVISORS INC /ADV	6.66K	Jun 30, 26	-9	0.02%
Waverly Advisors, LLC	6.57K	Jun 30, 26	+6.57K	0.02%
TRUST CO OF TOLEDO NA /OH/	6.37K	Jun 30, 26	--	0.02%
PRINCIPAL SECURITIES, INC.	6.36K	Jun 30, 26	+350	0.02%
OneAscent Financial Services LLC	6.30K	Jun 30, 26	-47	0.02%
WORLD EQUITY GROUP, INC.	6.28K	Jun 30, 26	-72	0.02%
MWA Asset Management	6.04K	Jun 30, 26	+186	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.85K	Jun 30, 26	+3.90K	0.02%
PARSONS CAPITAL MANAGEMENT INC/RI	5.85K	Jun 30, 26	--	0.02%
Nova Wealth Management, Inc.	5.66K	Jun 30, 26	-167	0.02%
Farther Finance Advisors, LLC	5.10K	Jun 30, 26	+662	0.02%
Whitaker-Myers Wealth Managers, LTD.	5.04K	Jun 30, 26	-1.91K	0.02%
Red Mountain Financial, LLC	4.95K	Jun 30, 26	+4.95K	0.02%
Swisher Financial Concepts, Inc.	4.87K	Jun 30, 26	-5.67K	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4.76K	Jun 30, 26	+12	0.01%
BURKE & HERBERT BANK & TRUST CO	4.73K	Jun 30, 26	--	0.01%
TITLEIST ASSET MANAGEMENT, LLC	4.72K	Jun 30, 26	--	0.01%
Kingsview Wealth Management, LLC	4.67K	Jun 30, 26	+4.67K	0.01%
OPPENHEIMER & CO INC	4.67K	Jun 30, 26	+1	0.01%
BYRNE FINANCIAL FREEDOM, LLC	4.37K	Jun 30, 26	-14	0.01%
WBI INVESTMENTS, INC.	4.32K	Jun 30, 26	-24	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.32K	Jun 30, 26	-1.26K	0.01%
Mariner, LLC	4.30K	Jun 30, 26	-69.06K	0.01%
EP Wealth Advisors, LLC	4.29K	Jun 30, 26	-2.84K	0.01%
Balboa Wealth Partners	4.18K	Jun 30, 26	-616	0.01%
Aviance Capital Partners, LLC	4.06K	Jun 30, 26	--	0.01%
Savant Capital, LLC	4.04K	Jun 30, 26	+4.04K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	3.98K	Jun 30, 26	--	0.01%
Lodestone Wealth Management LLC	3.92K	Jun 30, 26	--	0.01%
J.W. COLE ADVISORS, INC.	3.90K	Jun 30, 26	-564	0.01%
Opulen Financial Group LLC	3.84K	Jun 30, 26	+3.84K	0.01%
Montis Financial, LLC	3.78K	Jun 30, 26	+3.78K	0.01%
FIFTH THIRD BANCORP	3.61K	Jun 30, 26	+258	0.01%
UNIQUE WEALTH, LLC	3.60K	Jun 30, 26	+3.60K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	3.57K	Jun 30, 26	+3.57K	0.01%
J. Derek Lewis & Associates Inc.	3.53K	Jun 30, 26	+3.53K	0.01%
Hudock, Inc.	3.51K	Jun 30, 26	+3.51K	0.01%
Investor's Fiduciary Advisor Network, LLC	3.42K	Jun 30, 26	+3.42K	0.01%
EXCEL SECURITIES & ASSOCIATES, INC.	2.92K	Jun 30, 26	+170	0.01%
US BANCORP \DE\	2.89K	Jun 30, 26	+81	0.01%
Allworth Financial LP	2.40K	Jun 30, 26	--	0.01%
Register Financial Advisors LLC	2.29K	Jun 30, 26	+2.29K	0.01%
AMERIFLEX GROUP, INC.	2.25K	Jun 30, 26	+204	0.01%
Ashton Thomas Private Wealth, LLC	2.01K	Jun 30, 26	+1.66K	0.01%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.92K	Jun 30, 26	--	0.01%
HM PAYSON & CO	1.25K	Jun 30, 26	--	0.00%
First Command Advisory Services, Inc.	1.20K	Jun 30, 26	-2.46K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.13K	Jun 30, 26	-97	0.00%
Aptus Capital Advisors, LLC	1.06K	Jun 30, 26	-10	0.00%
Institute for Wealth Management, LLC.	795	Jun 30, 26	+795	0.00%
Russell Investments Group, Ltd.	751	Jun 30, 26	+21	0.00%
AlphaCore Capital LLC	717	Jun 30, 26	-196	0.00%
Capital Analysts, LLC	645	Jun 30, 26	-277	0.00%
PRIVATE TRUST CO NA	622	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	552	Jun 30, 26	-396	0.00%
TOMPKINS FINANCIAL CORP	456	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	427	Jun 30, 26	-63	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	425	Jun 30, 26	+1	0.00%
Signature Equity Partners, LLC	360	Jun 30, 26	--	0.00%
Tidemark, LLC	350	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	268	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	245	Jun 30, 26	+245	0.00%
Synergy Investment Management, LLC	240	Jun 30, 26	--	0.00%
ASSETMARK, INC	176	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	152	Jun 30, 26	+152	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	110	Jun 30, 26	-28	0.00%
DHJJ Financial Advisors, Ltd.	108	Jun 30, 26	--	0.00%
Robinswood Financial LLC	60	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	48	Jun 30, 26	--	0.00%
Fairscale Capital, LLC	36	Jun 30, 26	--	0.00%
AE Wealth Management LLC	21	Jun 30, 26	-491	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	15	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	Jun 30, 26	-183	0.00%
CITIGROUP INC	1	Jun 30, 26	-199	0.00%
Founders Financial Alliance, LLC	--	Jun 30, 26	-240	--
Whipplewood Advisors, LLC	--	Jun 30, 26	-3.27K	--
YANKCOM Partnership	--	Jun 30, 26	-390	--
Physician Wealth Advisors, Inc.	--	Jun 30, 26	-6	--
TopTier Wealth Management, LLC	--	Jun 30, 26	-616	--
Gateway Wealth Partners, LLC	--	Jun 30, 26	-6.91K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-5	--
Summit Financial Strategies, Inc.	--	Jun 30, 26	-4.03K	--
Independent Advisor Alliance	--	Jun 30, 26	-5.44K	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-44	--
ADAPT WEALTH ADVISORS, LLC	--	Jun 30, 26	-18.94K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-786	--
Ameritas Investment Partners, Inc.	--	Jun 30, 26	-20.67K	--
Sonoma Allocations LLC	--	Jun 30, 26	-35.31K	--
Advisory Services Network, LLC	--	Jun 30, 26	-351	--
Federation des caisses Desjardins du Quebec	--	Jun 30, 26	-220	--
MILLINGTON SECURITIES, INC.	4.34K	Mar 31, 26	+4.34K	0.01%
CWM, LLC	1.70K	Mar 31, 26	+40	0.01%
Anchor Investment Management, LLC	777	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	24	Mar 31, 26	--	0.00%
INTEGRITY WEALTH ADVISORS, INC.	--	Mar 31, 26	-5.97K	--
Vantage Financial Partners, LLC	30.53K	Dec 31, 25	-372	0.09%
Edge Financial Advisors LLC	28.77K	Dec 31, 25	+188	0.09%
Bowman & Co S.C.	23.20K	Dec 31, 25	+12	0.07%
ROVIN CAPITAL /UT/ /ADV	13.30K	Dec 31, 25	+110	0.04%
COMERICA BANK	3.54K	Dec 31, 25	+214	0.01%
ORG Partners LLC	3.42K	Dec 31, 25	+1.00K	0.01%
CIBC Private Wealth Group, LLC	403	Dec 31, 25	-6	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-375	--
WFA Asset Management Corp	226.57K	Sep 30, 25	-30.00K	0.70%
Lion Street Advisors, LLC	2.28K	Sep 30, 25	+2.28K	0.01%
Financial Advocates Investment Management	--	Sep 30, 25	-39.39K	--
AVANTAX ADVISORY SERVICES, INC.	75.21K	Jun 30, 25	+6.43K	0.23%
CHB Investment Group, LLC	23.98K	Jun 30, 25	-220	0.07%
Atria Wealth Solutions, Inc.	6.67K	Jun 30, 25	-6.13K	0.02%
Orion Portfolio Solutions, LLC	16.06K	Mar 31, 25	-1.71K	0.05%
LPF Advisors LLC	9.87K	Mar 31, 25	-2.16K	0.03%
Aveo Capital Partners, LLC	8.55K	Mar 31, 25	-10.32K	0.03%
Lindbrook Capital, LLC	3.00K	Mar 31, 25	--	0.01%
Sandy Spring Bank	1.86K	Mar 31, 25	--	0.01%
Wellington Wealth Strategies, LLC.	--	Dec 31, 24	-348.74K	--
Raymond James Financial Services Advisors, Inc.	1.29M	Sep 30, 24	+30.48K	3.98%
Hyperion Partners, LLC	348.53K	Sep 30, 24	+14.87K	1.07%
RAYMOND JAMES & ASSOCIATES	240.21K	Sep 30, 24	-11.52K	0.74%
Bridge Advisory, LLC	15.39K	Sep 30, 24	-93	0.05%
RAYMOND JAMES TRUST N.A.	10.71K	Sep 30, 24	--	0.03%
9258 Wealth Management, LLC	4.66K	Sep 30, 24	-585	0.01%
FinTrust Capital Advisors, LLC	840	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	25.02K	Jun 30, 24	--	0.08%
ICA Group Wealth Management, LLC	3.91K	Jun 30, 24	-2.71K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.06K	Jun 30, 24	+6	0.01%
Cetera Advisor Networks LLC	200.56K	Mar 31, 24	+1.72K	0.62%
Connectus Wealth, LLC	58.89K	Mar 31, 24	+2.59K	0.18%
Cetera Advisors LLC	8.81K	Mar 31, 24	-2.08K	0.03%
WADE G W & INC	214.41K	Dec 31, 23	+771	0.66%
FOCUS FINANCIAL NETWORK INC /ADV	7.49K	Dec 31, 23	+7.49K	0.02%
Bartlett & Co. LLC	117	Dec 31, 23	+117	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	47.32K	Sep 30, 23	+31.39K	0.15%
NEIRG Wealth Management, LLC	72.60K	Jun 30, 23	-4.94K	0.22%
Kistler-Tiffany Companies, LLC	12.52K	Jun 30, 23	-2.76K	0.04%
Kalos Management, Inc.	578	Jun 30, 23	+181	0.00%
First Command Financial Services, Inc.	271	Jun 30, 23	+271	0.00%
First Command Bank	271	Jun 30, 23	+271	0.00%
PIERSHALE FINANCIAL GROUP, INC.	--	Jun 30, 23	-20	--
ASSET MANAGEMENT CORP /IL/ /ADV	3.17K	Mar 31, 23	+730	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	47.20K	Sep 30, 22	+22.64K	0.15%
American Portfolios Advisors	3.45K	Sep 30, 22	+511	0.01%
HYA Advisors, Inc	--	Jun 30, 22	-1.88K	--
VIRIDIAN RIA, LLC	--	Mar 31, 22	-7.95K	--
Resource Management, LLC	3.50K	Dec 31, 21	+3.50K	0.01%
New England Investment & Retirement Group, Inc.	77.52K	Sep 30, 21	-259	0.24%
LEVEL FOUR FINANCIAL, LLC	--	Sep 30, 21	-1.97K	--
Winslow, Evans & Crocker, Inc.	263	Dec 31, 20	--	0.00%
Squar Milner Financial Services LLC	800	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	55.85K	Dec 31, 19	+6.93K	0.17%
Advisor Group, Inc.	17.74K	Dec 31, 19	-35.49K	0.05%

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Holder

Date

Change

% Held

LPL Financial LLC

2.92M

Jun 30, 26

-68.08K

9.00%

MORGAN STANLEY

2.79M

Jun 30, 26

+491.17K

8.59%

BANK OF AMERICA CORP /DE/

1.48M

Jun 30, 26

+144.97K

4.58%

Fusion Family Wealth LLC

1.47M

Jun 30, 26

-27.17K

4.54%

UBS Group AG

830.18K

Jun 30, 26

+45.35K

2.56%

AMERIPRISE FINANCIAL INC

803.94K

Jun 30, 26

-2.02K

2.48%

RAYMOND JAMES FINANCIAL INC

777.58K

Jun 30, 26

+15.94K

2.40%

ADVISOR GROUP HOLDINGS, INC.

608.26K

Jun 30, 26

+51.03K

1.88%

Colony Group, LLC

572.10K

Jun 30, 26

+16.13K

1.76%

Wellington Grp LLC

508.13K

Jun 30, 26

+22.68K

1.57%

MAI Capital Management

438.05K

Jun 30, 26

+14.54K

1.35%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

423.31K

Jun 30, 26

+25.79K

1.30%

WELLS FARGO & COMPANY/MN

415.42K

Jun 30, 26

-20.46K

1.28%

Consolidated Planning Corp

322.10K

Jun 30, 26

+2.92K

0.99%

COMMONWEALTH EQUITY SERVICES, LLC

244.27K

Jun 30, 26

-5.32K

0.75%

Ancora Advisors, LLC

234.52K

Jun 30, 26

+15.35K

0.72%

Private Advisor Group, LLC

221.98K

Jun 30, 26

+17.89K

0.68%

INDEPENDENT FINANCIAL GROUP, LLC

204.87K

Jun 30, 26

+1.34K

0.63%

Financial Services Advisory Inc

182.08K

Jun 30, 26

+182.08K

0.56%

JONES FINANCIAL COMPANIES LLLP

176.88K

Jun 30, 26

+18.84K

0.55%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

149.27K

Jun 30, 26

+15.62K

0.46%

ROYAL BANK OF CANADA

145.18K

Jun 30, 26

+6.83K

0.45%

Cetera Investment Advisers

138.13K

Jun 30, 26

+5.01K

0.43%

HARBOUR INVESTMENTS, INC.

136.37K

Jun 30, 26

-2.17K

0.42%

Cyr Financial Inc.

136.06K

Jun 30, 26

+4.41K

0.42%

WILEY BROS.-AINTREE CAPITAL, LLC

135.35K

Jun 30, 26

+2.46K

0.42%

Koshinski Asset Management, Inc.

133.67K

Jun 30, 26

+133.67K

0.41%

IFP Advisors, Inc

130.19K

Jun 30, 26

-603

0.40%

Oxford Wealth Group, LLC

125.86K

Jun 30, 26

+5.04K

0.39%

ENVESTNET ASSET MANAGEMENT INC

124.88K

Jun 30, 26

-2.25K

0.38%

Cambridge Investment Research Advisors, Inc.

104.68K

Jun 30, 26

-10.35K

0.32%

Advisor OS, LLC

91.83K

Jun 30, 26

+84.33K

0.28%

MML INVESTORS SERVICES, LLC

68.32K

Jun 30, 26

+18.35K

0.21%

CoreCap Advisors, LLC

61.85K

Jun 30, 26

+1.28K

0.19%

GOLDMAN SACHS GROUP INC

60.00K

Jun 30, 26

0.18%

Fortis Capital Management LLC

59.21K

Jun 30, 26

+5.00K

0.18%

Bellars Harris Wealth Management, LLC

58.91K

Jun 30, 26

+58.91K

0.18%

Valued Retirements, Inc.

58.17K

Jun 30, 26

+20

0.18%

GUIDANCE CAPITAL, INC

56.94K

Jun 30, 26

+3.15K

0.18%

POTENTIA WEALTH

56.91K

Jun 30, 26

-449

0.18%

Belpointe Asset Management LLC

54.94K

Jun 30, 26

+1.62K

0.17%

MONECO Advisors, LLC

50.15K

Jun 30, 26

-821

0.15%

Carolina Wealth Management Inc

48.37K

Jun 30, 26

+48.37K

0.15%

NewEdge Advisors, LLC

47.47K

Jun 30, 26

+3.38K

0.15%

Steward Partners Investment Advisory, LLC

46.71K

Jun 30, 26

-1.61K

0.14%

STIFEL FINANCIAL CORP

45.57K

Jun 30, 26

-9.54K

0.14%

Rockefeller Capital Management L.P.

44.58K

Jun 30, 26

-441

0.14%

Sanctuary Advisors, LLC

43.92K

Jun 30, 26

-75

0.14%

JPMORGAN CHASE & CO

42.01K

Jun 30, 26

+2.06K

0.13%

Main Street Group, LTD

41.28K

Jun 30, 26

+2.40K

0.13%

JAMES INVESTMENT RESEARCH INC

41.04K

Jun 30, 26

+55

0.13%

Patriot Financial Group Insurance Agency, LLC

40.22K

Jun 30, 26

-34.95K

0.12%

PERSPECTIVE WEALTH ADVISORS LLC

39.35K

Jun 30, 26

-1.19K

0.12%

Cerity Partners LLC

38.98K

Jun 30, 26

-2.21K

0.12%

Ausdal Financial Partners, Inc.

37.54K

Jun 30, 26

+1.90K

0.12%

PACIFIC SUN FINANCIAL CORP

37.33K

Jun 30, 26

-4.30K

0.12%

OPINICUS CAPITAL, INC.

37.08K

Jun 30, 26

-527

0.11%

Legacy Financial Advisors, Inc.

36.94K

Jun 30, 26

+1.17K

0.11%

First Bank & Trust

36.57K

Jun 30, 26

+5.49K

0.11%

Prime Capital Investment Advisors, LLC

34.44K

Jun 30, 26

-756

0.11%

Strive Financial Group ,LLC

34.21K

Jun 30, 26

-4.25K

0.11%

Gladstone Institutional Advisory LLC

33.94K

Jun 30, 26

+2.61K

0.10%

Western Wealth Management, LLC

31.99K

Jun 30, 26

+207

0.10%

Creative Planning

31.36K

Jun 30, 26

+617

0.10%

CITADEL ADVISORS LLC

29.51K

Jun 30, 26

+29.51K

0.09%

Klingman & Associates, LLC

28.27K

Jun 30, 26

0.09%

THOROUGHBRED FINANCIAL SERVICES, LLC

28.08K

Jun 30, 26

+399

0.09%

Sigma Planning Corp

26.90K

Jun 30, 26

-638

0.08%

NOTTINGHAM ADVISORS, INC.

26.68K

Jun 30, 26

0.08%

GREAT VALLEY ADVISOR GROUP, INC.

25.55K

Jun 30, 26

+41

0.08%

NATIXIS ADVISORS, L.P.

24.86K

Jun 30, 26

+5.61K

0.08%

Kestra Advisory Services, LLC

23.30K

Jun 30, 26

-1.16K

0.07%

TWO SIGMA INVESTMENTS, LP

23.00K

Jun 30, 26

+23.00K

0.07%

AQR CAPITAL MANAGEMENT LLC

22.72K

Jun 30, 26

+8.04K

0.07%

Global Retirement Partners, LLC

21.93K

Jun 30, 26

+21.93K

0.07%

CITIZENS FINANCIAL GROUP INC/RI

21.08K

Jun 30, 26

0.06%

TRUIST FINANCIAL CORP

20.28K

Jun 30, 26

-16

0.06%

CATHY PARETO & ASSOCIATES, INC

19.75K

Jun 30, 26

-609

0.06%

Hilltop Holdings Inc.

18.34K

Jun 30, 26

-410

0.06%

Atria Investments, Inc

18.03K

Jun 30, 26

-343

0.06%

Janney Montgomery Scott LLC

17.72K

Jun 30, 26

-4.86K

0.05%

Wealthspire Advisors, LLC

17.65K

Jun 30, 26

+45

0.05%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

17.09K

Jun 30, 26

-190

0.05%

GTS SECURITIES LLC

16.94K

Jun 30, 26

+9.24K

0.05%

SK Wealth Management, LLC

14.69K

Jun 30, 26

-1.48K

0.05%

Sowell Financial Services LLC

14.63K

Jun 30, 26

+999

0.05%

Geneos Wealth Management Inc.

14.62K

Jun 30, 26

-37

0.05%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

13.88K

Jun 30, 26

0.04%

BROWN ADVISORY INC

13.84K

Jun 30, 26

-98

0.04%

Asset Dedication, LLC

13.49K

Jun 30, 26

+13.49K

0.04%

Sensible Money, LLC

13.49K

Jun 30, 26

+13.49K

0.04%

Stratos Wealth Partners, LTD.

13.45K

Jun 30, 26

+1.56K

0.04%

Key FInancial Inc

13.18K

Jun 30, 26

-930

0.04%

Copia Wealth Management

12.89K

Jun 30, 26

-12

0.04%

Proactive Wealth Strategies LLC

12.20K

Jun 30, 26

-100

0.04%

TSFG, LLC

12.19K

Jun 30, 26

+10

0.04%

Marshall Financial Group LLC

12.02K

Jun 30, 26

-115

0.04%

Sunrise Financial Services, LLC

11.69K

Jun 30, 26

-539

0.04%

Equitable Holdings, Inc.

11.54K

Jun 30, 26

+880

0.04%

FMR LLC

11.54K

Jun 30, 26

+244

0.04%

RETIREMENT PLANNING GROUP, LLC / NY

11.53K

Jun 30, 26

-295

0.04%

Claro Advisors LLC

11.09K

Jun 30, 26

-4.61K

0.03%

NICOLET BANKSHARES INC

11.08K

Jun 30, 26

+11.08K

0.03%

S.A. Mason LLC

10.82K

Jun 30, 26

+2.40K

0.03%

Collaborative Capital Advisors LLC

10.51K

Jun 30, 26

+10.51K

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.50K

Jun 30, 26

-110

0.03%

Integrated Wealth Concepts LLC

10.34K

Jun 30, 26

+3.73K

0.03%

Miracle Mile Advisors, LLC

9.56K

Jun 30, 26

+24

0.03%

Merit Financial Group, LLC

9.34K

Jun 30, 26

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.73K

Jun 30, 26

+8.73K

0.03%

KMG FIDUCIARY PARTNERS, LLC

8.54K

Jun 30, 26

-61

0.03%

IFG Advisory, LLC

8.39K

Jun 30, 26

+8.39K

0.03%

Quantinno Capital Management LP

8.31K

Jun 30, 26

+8.31K

0.03%

FIDUCIARY FINANCIAL ADVISORS

8.12K

Jun 30, 26

+8.12K

0.03%

CAPTRUST FINANCIAL ADVISORS

8.01K

Jun 30, 26

0.02%

Moors & Cabot, Inc.

7.93K

Jun 30, 26

-2.53K

0.02%

Fiera Capital Corp

7.85K

Jun 30, 26

0.02%

RFG Advisory, LLC

7.44K

Jun 30, 26

-1.46K

0.02%

Cornerstone Financial Group, LLC /NE/

7.40K

Jun 30, 26

+19

0.02%

Financial Solutions Advisory Group, Inc.

7.36K

Jun 30, 26

+116

0.02%

Beacon Pointe Advisors, LLC

7.25K

Jun 30, 26

-63

0.02%

New Insight Wealth Advisors

7.23K

Jun 30, 26

-337

0.02%

Resources Investment Advisors, LLC.

7.19K

Jun 30, 26

+7.19K

0.02%

Annex Advisory Services, LLC

7.15K

Jun 30, 26

+18

0.02%

Meridian Financial, LLC

7.11K

Jun 30, 26

+1.60K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

6.99K

Jun 30, 26

0.02%

Pine Harbor Wealth Management, LLC

6.91K

Jun 30, 26

0.02%

BANK OF MONTREAL /CAN/

6.83K

Jun 30, 26

0.02%

HighTower Advisors, LLC

6.80K

Jun 30, 26

-2.37K

0.02%

Larson Financial Group LLC

6.73K

Jun 30, 26

+6.72K

0.02%

HALL CAPITAL MANAGEMENT CO INC

6.70K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

6.66K

Jun 30, 26

-9

0.02%

Waverly Advisors, LLC

6.57K

Jun 30, 26

+6.57K

0.02%

TRUST CO OF TOLEDO NA /OH/

6.37K

Jun 30, 26

0.02%

PRINCIPAL SECURITIES, INC.

6.36K

Jun 30, 26

+350

0.02%

OneAscent Financial Services LLC

6.30K

Jun 30, 26

-47

0.02%

WORLD EQUITY GROUP, INC.

6.28K

Jun 30, 26

-72

0.02%

MWA Asset Management

6.04K

Jun 30, 26

+186

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.85K

Jun 30, 26

+3.90K

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

5.85K

Jun 30, 26

0.02%

Nova Wealth Management, Inc.

5.66K

Jun 30, 26

-167

0.02%

Farther Finance Advisors, LLC

5.10K

Jun 30, 26

+662

0.02%

Whitaker-Myers Wealth Managers, LTD.

5.04K

Jun 30, 26

-1.91K

0.02%

Red Mountain Financial, LLC

4.95K

Jun 30, 26

+4.95K

0.02%

Swisher Financial Concepts, Inc.

4.87K

Jun 30, 26

-5.67K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

4.76K

Jun 30, 26

+12

0.01%

BURKE & HERBERT BANK & TRUST CO

4.73K

Jun 30, 26

0.01%

TITLEIST ASSET MANAGEMENT, LLC

4.72K

Jun 30, 26

0.01%

Kingsview Wealth Management, LLC

4.67K

Jun 30, 26

+4.67K

0.01%

OPPENHEIMER & CO INC

4.67K

Jun 30, 26

0.01%

BYRNE FINANCIAL FREEDOM, LLC

4.37K

Jun 30, 26

-14

0.01%

WBI INVESTMENTS, INC.

4.32K

Jun 30, 26

-24

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.32K

Jun 30, 26

-1.26K

0.01%

Mariner, LLC

4.30K

Jun 30, 26

-69.06K

0.01%

EP Wealth Advisors, LLC

4.29K

Jun 30, 26

-2.84K

0.01%

Balboa Wealth Partners

4.18K

Jun 30, 26

-616

0.01%

Aviance Capital Partners, LLC

4.06K

Jun 30, 26

0.01%

Savant Capital, LLC

4.04K

Jun 30, 26

+4.04K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

3.98K

Jun 30, 26

0.01%

Lodestone Wealth Management LLC

3.92K

Jun 30, 26

0.01%

J.W. COLE ADVISORS, INC.

3.90K

Jun 30, 26

-564

0.01%

Opulen Financial Group LLC

3.84K

Jun 30, 26

+3.84K

0.01%

Montis Financial, LLC

3.78K

Jun 30, 26

+3.78K

0.01%

FIFTH THIRD BANCORP

3.61K

Jun 30, 26

+258

0.01%

UNIQUE WEALTH, LLC

3.60K

Jun 30, 26

+3.60K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

3.57K

Jun 30, 26

+3.57K

0.01%

J. Derek Lewis & Associates Inc.

3.53K

Jun 30, 26

+3.53K

0.01%

Hudock, Inc.

3.51K

Jun 30, 26

+3.51K

0.01%

Investor's Fiduciary Advisor Network, LLC

3.42K

Jun 30, 26

+3.42K

0.01%

EXCEL SECURITIES & ASSOCIATES, INC.

2.92K

Jun 30, 26

+170

0.01%

US BANCORP \DE\

2.89K

Jun 30, 26

+81

0.01%

Allworth Financial LP

2.40K

Jun 30, 26

0.01%

2.29K

Jun 30, 26

+2.29K

0.01%

AMERIFLEX GROUP, INC.

2.25K

Jun 30, 26

+204

0.01%

Ashton Thomas Private Wealth, LLC

2.01K

Jun 30, 26

+1.66K

0.01%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.92K

Jun 30, 26

0.01%

HM PAYSON & CO

1.25K

Jun 30, 26

0.00%

First Command Advisory Services, Inc.

1.20K

Jun 30, 26

-2.46K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.13K

Jun 30, 26

-97

0.00%

Aptus Capital Advisors, LLC

1.06K

Jun 30, 26

-10

0.00%

Institute for Wealth Management, LLC.

795

Jun 30, 26

+795

0.00%

Russell Investments Group, Ltd.

751

Jun 30, 26

+21

0.00%

AlphaCore Capital LLC

717

Jun 30, 26

-196

0.00%

Capital Analysts, LLC

645

Jun 30, 26

-277

0.00%

PRIVATE TRUST CO NA

622

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

552

Jun 30, 26

-396

0.00%

TOMPKINS FINANCIAL CORP

456

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

427

Jun 30, 26

-63

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

425

Jun 30, 26

0.00%

Signature Equity Partners, LLC

360

Jun 30, 26

0.00%

Tidemark, LLC

350

Jun 30, 26

0.00%

NBC SECURITIES, INC.

268

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

245

Jun 30, 26

+245

0.00%

Synergy Investment Management, LLC

240

Jun 30, 26

0.00%

ASSETMARK, INC

176

Jun 30, 26

0.00%

SIGNATUREFD, LLC

152

Jun 30, 26

+152

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

110

Jun 30, 26

-28

0.00%

DHJJ Financial Advisors, Ltd.

108

Jun 30, 26

0.00%

Robinswood Financial LLC

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

Fairscale Capital, LLC

Jun 30, 26

0.00%

AE Wealth Management LLC

Jun 30, 26

-491

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-183

0.00%

CITIGROUP INC

Jun 30, 26

-199

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

-240

Whipplewood Advisors, LLC

Jun 30, 26

-3.27K

YANKCOM Partnership

Jun 30, 26

-390

Physician Wealth Advisors, Inc.

Jun 30, 26

-6

TopTier Wealth Management, LLC

Jun 30, 26

-616

Gateway Wealth Partners, LLC

Jun 30, 26

-6.91K

CURIO WEALTH, LLC

Jun 30, 26

-5

Summit Financial Strategies, Inc.

Jun 30, 26

-4.03K

Independent Advisor Alliance

Jun 30, 26

-5.44K

HUNTINGTON NATIONAL BANK

Jun 30, 26

-44

ADAPT WEALTH ADVISORS, LLC

Jun 30, 26

-18.94K

Destiny Wealth Partners, LLC

Jun 30, 26

-786

Ameritas Investment Partners, Inc.

Jun 30, 26

-20.67K

Sonoma Allocations LLC

Jun 30, 26

-35.31K

Advisory Services Network, LLC

Jun 30, 26

-351

Federation des caisses Desjardins du Quebec

Jun 30, 26

-220

MILLINGTON SECURITIES, INC.

4.34K

Mar 31, 26

+4.34K

0.01%

CWM, LLC

1.70K

Mar 31, 26

+40

0.01%

Anchor Investment Management, LLC

777

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

INTEGRITY WEALTH ADVISORS, INC.

Mar 31, 26

-5.97K

Vantage Financial Partners, LLC

30.53K

Dec 31, 25

-372

0.09%

Edge Financial Advisors LLC

28.77K

Dec 31, 25

+188

0.09%

Bowman & Co S.C.

23.20K

Dec 31, 25

+12

0.07%

ROVIN CAPITAL /UT/ /ADV

13.30K

Dec 31, 25

+110

0.04%

COMERICA BANK

3.54K

Dec 31, 25

+214

0.01%

ORG Partners LLC

3.42K

Dec 31, 25

+1.00K

0.01%

CIBC Private Wealth Group, LLC

403

Dec 31, 25

-6

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-375

WFA Asset Management Corp

226.57K

Sep 30, 25

-30.00K

0.70%

Lion Street Advisors, LLC

2.28K

Sep 30, 25

+2.28K

0.01%

Financial Advocates Investment Management

Sep 30, 25

-39.39K

AVANTAX ADVISORY SERVICES, INC.

75.21K

Jun 30, 25

+6.43K

0.23%

CHB Investment Group, LLC

23.98K

Jun 30, 25

-220

0.07%

Atria Wealth Solutions, Inc.

6.67K

Jun 30, 25

-6.13K

0.02%

Orion Portfolio Solutions, LLC

16.06K

Mar 31, 25

-1.71K

0.05%

LPF Advisors LLC

9.87K

Mar 31, 25

-2.16K

0.03%

Aveo Capital Partners, LLC

8.55K

Mar 31, 25

-10.32K

0.03%

Lindbrook Capital, LLC

3.00K

Mar 31, 25

0.01%

Sandy Spring Bank

1.86K

Mar 31, 25

0.01%

Wellington Wealth Strategies, LLC.

Dec 31, 24

-348.74K

Raymond James Financial Services Advisors, Inc.

1.29M

Sep 30, 24

+30.48K

3.98%

Hyperion Partners, LLC

348.53K

Sep 30, 24

+14.87K

1.07%

RAYMOND JAMES & ASSOCIATES

240.21K

Sep 30, 24

-11.52K

0.74%

Bridge Advisory, LLC

15.39K

Sep 30, 24

-93

0.05%

RAYMOND JAMES TRUST N.A.

10.71K

Sep 30, 24

0.03%

9258 Wealth Management, LLC

4.66K

Sep 30, 24

-585

0.01%

FinTrust Capital Advisors, LLC

840

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

25.02K

Jun 30, 24

0.08%

ICA Group Wealth Management, LLC

3.91K

Jun 30, 24

-2.71K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.06K

Jun 30, 24

0.01%

Cetera Advisor Networks LLC

200.56K

Mar 31, 24

+1.72K

0.62%

Connectus Wealth, LLC

58.89K

Mar 31, 24

+2.59K

0.18%

Cetera Advisors LLC

8.81K

Mar 31, 24

-2.08K

0.03%

WADE G W & INC

214.41K

Dec 31, 23

+771

0.66%

FOCUS FINANCIAL NETWORK INC /ADV

7.49K

Dec 31, 23

+7.49K

0.02%

Bartlett & Co. LLC

117

Dec 31, 23

+117

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

47.32K

Sep 30, 23

+31.39K

0.15%

NEIRG Wealth Management, LLC

72.60K

Jun 30, 23

-4.94K

0.22%

Kistler-Tiffany Companies, LLC

12.52K

Jun 30, 23

-2.76K

0.04%

Kalos Management, Inc.

578

Jun 30, 23

+181

0.00%

First Command Financial Services, Inc.

271

Jun 30, 23

+271

0.00%

First Command Bank

271

Jun 30, 23

+271

0.00%

PIERSHALE FINANCIAL GROUP, INC.

Jun 30, 23

-20

ASSET MANAGEMENT CORP /IL/ /ADV

3.17K

Mar 31, 23

+730

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

47.20K

Sep 30, 22

+22.64K

0.15%

American Portfolios Advisors

3.45K

Sep 30, 22

+511

0.01%

HYA Advisors, Inc

Jun 30, 22

-1.88K

VIRIDIAN RIA, LLC

Mar 31, 22

-7.95K

Resource Management, LLC

3.50K

Dec 31, 21

+3.50K

0.01%

New England Investment & Retirement Group, Inc.

77.52K

Sep 30, 21

-259

0.24%

LEVEL FOUR FINANCIAL, LLC

Sep 30, 21

-1.97K

Winslow, Evans & Crocker, Inc.

263

Dec 31, 20

0.00%

Squar Milner Financial Services LLC

800

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

55.85K

Dec 31, 19

+6.93K

0.17%

Advisor Group, Inc.

17.74K

Dec 31, 19

-35.49K

0.05%