Invesco S&P 500 Revenue ETF(RWL)

$134.88—Stale · unknown old

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Invesco S&P 500 Revenue ETF(RWL)

NYSE • Last print unknown ago

$134.88—Stale · unknown old

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RWL(RWL)

RWL

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Institutional Ownership

Top 558 Institutional Holders

Holder	Shares	Date	Change	% Held
Invesco Ltd.	10.56M	Jun 30, 26	+73.54K	15.23%
LPL Financial LLC	6.64M	Jun 30, 26	+39.97K	9.58%
AMERIPRISE FINANCIAL INC	3.72M	Jun 30, 26	-227.37K	5.37%
MORGAN STANLEY	3.34M	Jun 30, 26	+51.69K	4.82%
BANK OF AMERICA CORP /DE/	2.26M	Jun 30, 26	+66.66K	3.26%
VANTAGEPOINT INVESTMENT ADVISERS LLC	2.15M	Jun 30, 26	-5.87K	3.11%
Bank of New York Mellon Corp	1.74M	Jun 30, 26	+49.80K	2.51%
Fusion Family Wealth LLC	1.67M	Jun 30, 26	-10.60K	2.40%
JONES FINANCIAL COMPANIES LLLP	1.23M	Jun 30, 26	+243.38K	1.78%
Cetera Investment Advisers	1.20M	Jun 30, 26	+104.45K	1.72%
ADVISOR GROUP HOLDINGS, INC.	1.15M	Jun 30, 26	-54.75K	1.66%
Allworth Financial LP	957.22K	Jun 30, 26	-292.02K	1.38%
RAYMOND JAMES FINANCIAL INC	942.75K	Jun 30, 26	-66.63K	1.36%
WELLS FARGO & COMPANY/MN	872.11K	Jun 30, 26	+86.36K	1.26%
COMMONWEALTH EQUITY SERVICES, LLC	832.55K	Jun 30, 26	+26.07K	1.20%
Capital Analysts, LLC	688.86K	Jun 30, 26	-7.09K	0.99%
Equitable Holdings, Inc.	644.73K	Jun 30, 26	+112.27K	0.93%
UBS Group AG	537.16K	Jun 30, 26	+9.80K	0.77%
Private Advisor Group, LLC	456.75K	Jun 30, 26	+163.17K	0.66%
ENVESTNET ASSET MANAGEMENT INC	423.72K	Jun 30, 26	+126.18K	0.61%
Cerity Partners LLC	381.26K	Jun 30, 26	-4.37K	0.55%
Klingman & Associates, LLC	353.56K	Jun 30, 26	+24.53K	0.51%
Kozak & Associates, Inc.	333.76K	Jun 30, 26	-252.83K	0.48%
Kestra Advisory Services, LLC	328.89K	Jun 30, 26	-139.53K	0.47%
Investment Planning Advisors, Inc.	322.46K	Jun 30, 26	+78.75K	0.47%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	296.84K	Jun 30, 26	+9.43K	0.43%
Tanglewood Legacy Advisors, LLC	291.32K	Jun 30, 26	+6.69K	0.42%
Global Retirement Partners, LLC	272.05K	Jun 30, 26	+272.05K	0.39%
Everest Financial Group LLC	252.02K	Jun 30, 26	+2.18K	0.36%
AXXCESS WEALTH MANAGEMENT, LLC	248.15K	Jun 30, 26	+13.45K	0.36%
Stewardship Advisors, LLC	233.60K	Jun 30, 26	-85.25K	0.34%
GOLDMAN SACHS GROUP INC	232.21K	Jun 30, 26	+18.55K	0.33%
MML INVESTORS SERVICES, LLC	228.46K	Jun 30, 26	+43.77K	0.33%
Asset Allocation Strategies LLC	227.16K	Jun 30, 26	-29.08K	0.33%
THOROUGHBRED FINANCIAL SERVICES, LLC	220.75K	Jun 30, 26	+11.11K	0.32%
Scarborough Advisors, LLC	218.17K	Jun 30, 26	-46.53K	0.31%
Sanctuary Advisors, LLC	205.29K	Jun 30, 26	+12.06K	0.30%
Atlas Legacy Advisors, LLC	201.38K	Jun 30, 26	+3.17K	0.29%
Merit Financial Group, LLC	193.50K	Jun 30, 26	+4.76K	0.28%
Cambridge Investment Research Advisors, Inc.	183.90K	Jun 30, 26	+25.58K	0.27%
Commonwealth Financial Services, LLC	183.41K	Jun 30, 26	+183.41K	0.26%
DENVER WEALTH MANAGEMENT, INC.	175.56K	Jun 30, 26	+7.27K	0.25%
Cadent Capital Advisors, LLC	173.32K	Jun 30, 26	+4.14K	0.25%
Stratos Wealth Partners, LTD.	162.87K	Jun 30, 26	+5.16K	0.23%
HARBOUR INVESTMENTS, INC.	159.64K	Jun 30, 26	+6.80K	0.23%
JPMORGAN CHASE & CO	156.67K	Jun 30, 26	-5.88K	0.23%
EverSource Wealth Advisors, LLC	156.39K	Jun 30, 26	-1.64K	0.23%
Aspire Capital Advisors LLC	149.67K	Jun 30, 26	+4.59K	0.22%
Blue Water Asset Management	142.51K	Jun 30, 26	+1.72K	0.21%
ROYAL BANK OF CANADA	142.22K	Jun 30, 26	-9.83K	0.21%
NewEdge Advisors, LLC	142.07K	Jun 30, 26	+13.98K	0.20%
Ancora Advisors, LLC	132.04K	Jun 30, 26	+11.35K	0.19%
Concurrent Investment Advisors, LLC	125.69K	Jun 30, 26	+4.35K	0.18%
Petix & Botte Co	109.84K	Jun 30, 26	+6.86K	0.16%
PRAIRIE ADVISORY, LLC	100.08K	Jun 30, 26	+100.08K	0.14%
EXCEL SECURITIES & ASSOCIATES, INC.	97.43K	Jun 30, 26	+97.43K	0.14%
MONECO Advisors, LLC	96.64K	Jun 30, 26	+3.48K	0.14%
CX Institutional	91.20K	Jun 30, 26	+91.20K	0.13%
TFR Capital, LLC.	90.92K	Jun 30, 26	+552	0.13%
Kraft, Davis & Associates, LLC	89.48K	Jun 30, 26	+4.33K	0.13%
RETIREMENT PLANNING GROUP, LLC / NY	86.32K	Jun 30, 26	+7.28K	0.12%
Fourth Dimension Wealth, LLC	83.09K	Jun 30, 26	+83.09K	0.12%
STIFEL FINANCIAL CORP	81.13K	Jun 30, 26	+2.40K	0.12%
Legacy Capital Wealth Partners, LLC	79.11K	Jun 30, 26	+408	0.11%
Geneos Wealth Management Inc.	75.08K	Jun 30, 26	+278	0.11%
Resonant Capital Advisors, LLC	72.88K	Jun 30, 26	--	0.11%
Prime Capital Investment Advisors, LLC	71.98K	Jun 30, 26	-1.62K	0.10%
Rockefeller Capital Management L.P.	69.32K	Jun 30, 26	+4.53K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	68.21K	Jun 30, 26	+51.13K	0.10%
Qube Research & Technologies Ltd	67.98K	Jun 30, 26	+27.60K	0.10%
Steward Partners Investment Advisory, LLC	65.61K	Jun 30, 26	+859	0.09%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	63.76K	Jun 30, 26	-154	0.09%
TWO SIGMA INVESTMENTS, LP	62.10K	Jun 30, 26	+62.10K	0.09%
KESTRA PRIVATE WEALTH SERVICES, LLC	60.84K	Jun 30, 26	-4.43K	0.09%
Avestar Capital, LLC	56.29K	Jun 30, 26	+3.24K	0.08%
KINGSWOOD WEALTH ADVISORS, LLC	55.06K	Jun 30, 26	-20	0.08%
LOOMIS SAYLES & CO L P	54.57K	Jun 30, 26	+43.67K	0.08%
Oxford Wealth Group, LLC	54.37K	Jun 30, 26	+8.01K	0.08%
RETIREMENT FINANCIAL SOLUTIONS, LLC	54.28K	Jun 30, 26	+3.50K	0.08%
IFG Advisory, LLC	53.26K	Jun 30, 26	+53.26K	0.08%
Intrua Financial, LLC	52.27K	Jun 30, 26	+2.75K	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	52.21K	Jun 30, 26	+2.66K	0.08%
NWAM LLC	51.87K	Jun 30, 26	+49	0.07%
Colonial River Wealth Management, LLC	50.72K	Jun 30, 26	-55.09K	0.07%
AE Wealth Management LLC	49.89K	Jun 30, 26	+1.19K	0.07%
TRUIST FINANCIAL CORP	47.40K	Jun 30, 26	+1.09K	0.07%
ABSOLUTE CAPITAL MANAGEMENT, LLC	47.38K	Jun 30, 26	+698	0.07%
WJ Wealth Management, LLC	46.07K	Jun 30, 26	+2.90K	0.07%
OPTIMA CAPITAL LLC	45.96K	Jun 30, 26	+5.25K	0.07%
Total Clarity Wealth Management, Inc.	45.52K	Jun 30, 26	-33.16K	0.07%
Wealth Management Partners, LLC	44.76K	Jun 30, 26	-592	0.06%
Garden State Investment Advisory Services LLC	43.94K	Jun 30, 26	-13.03K	0.06%
Essex Financial Services, Inc.	43.51K	Jun 30, 26	+2.32K	0.06%
AdvisorNet Financial, Inc	43.27K	Jun 30, 26	+1.04K	0.06%
RVW Wealth, LLC	42.75K	Jun 30, 26	+206	0.06%
Perennial Investment Advisors, LLC	42.34K	Jun 30, 26	+210	0.06%
Arkadios Wealth Advisors	41.79K	Jun 30, 26	+27.90K	0.06%
Mission Hills Financial Advisory, LLC	41.11K	Jun 30, 26	-26.32K	0.06%
Janney Montgomery Scott LLC	40.99K	Jun 30, 26	+2.01K	0.06%
Autumn Glory Partners, LLC	39.04K	Jun 30, 26	+1.80K	0.06%
TOMPKINS FINANCIAL CORP	39.02K	Jun 30, 26	-219	0.06%
Pensionmark Financial Group, LLC	38.51K	Jun 30, 26	--	0.06%
Harbor Asset Planning, Inc.	38.06K	Jun 30, 26	+487	0.05%
AQR CAPITAL MANAGEMENT LLC	37.66K	Jun 30, 26	+16.74K	0.05%
Forge Financial Services LLC	37.64K	Jun 30, 26	-852	0.05%
Colony Group, LLC	36.19K	Jun 30, 26	-121	0.05%
Kingsview Wealth Management, LLC	35.96K	Jun 30, 26	+9.34K	0.05%
PAX Financial Group, LLC	33.49K	Jun 30, 26	-13	0.05%
Keating Financial Advisory Services, Inc.	33.16K	Jun 30, 26	+14.02K	0.05%
Ignite Planners, LLC	33.03K	Jun 30, 26	+30	0.05%
Integrated Wealth Concepts LLC	32.87K	Jun 30, 26	-5.01K	0.05%
Kelman-Lazarov, Inc.	32.49K	Jun 30, 26	-23	0.05%
FIRETHORN WEALTH PARTNERS, LLC	32.26K	Jun 30, 26	+11.62K	0.05%
CITADEL ADVISORS LLC	30.62K	Jun 30, 26	+30.62K	0.04%
Meridian Financial, LLC	29.73K	Jun 30, 26	+5.92K	0.04%
INDEPENDENT FINANCIAL GROUP, LLC	28.20K	Jun 30, 26	-3.15K	0.04%
E&G Advisors, LP	28.02K	Jun 30, 26	+9.28K	0.04%
MGO ONE SEVEN LLC	26.43K	Jun 30, 26	+904	0.04%
NATIXIS ADVISORS, L.P.	25.40K	Jun 30, 26	+9.18K	0.04%
Mount Yale Investment Advisors, LLC	25.23K	Jun 30, 26	-3.63K	0.04%
Vestmark Advisory Solutions, Inc.	25.17K	Jun 30, 26	-3.65K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	24.78K	Jun 30, 26	+101	0.04%
Simplicity Wealth,LLC	24.42K	Jun 30, 26	+1.64K	0.04%
AssuredPartners Investment Advisors, LLC	23.94K	Jun 30, 26	+10.43K	0.03%
RIK SAYLOR FINANCIAL, INC.	23.57K	Jun 30, 26	+4.66K	0.03%
MTM FINANCIAL GROUP, LLC	23.45K	Jun 30, 26	+1.80K	0.03%
Advisory Services Network, LLC	23.41K	Jun 30, 26	+2.97K	0.03%
TCFG Investment Advisors, LLC	21.75K	Jun 30, 26	-44	0.03%
Rodgers & Associates, LTD	21.72K	Jun 30, 26	-120	0.03%
Brookstone Capital Management	21.64K	Jun 30, 26	-37.06K	0.03%
Key Client Fiduciary Advisors, LLC	21.36K	Jun 30, 26	+78	0.03%
Western Wealth Management, LLC	20.10K	Jun 30, 26	-46.71K	0.03%
Prospera Financial Services Inc	19.19K	Jun 30, 26	+863	0.03%
Solano Wealth Investment Advisors LLC	18.37K	Jun 30, 26	-187	0.03%
Golden State Wealth Management, LLC	17.90K	Jun 30, 26	+1.29K	0.03%
Kinetic Wealth Investment Advisors LLC	17.53K	Jun 30, 26	+17.53K	0.03%
FMR LLC	17.10K	Jun 30, 26	+1.63K	0.02%
IHT Wealth Management, LLC	16.69K	Jun 30, 26	-8.29K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	16.15K	Jun 30, 26	-1.11K	0.02%
Wealthcare Advisory Partners LLC	15.92K	Jun 30, 26	-89.15K	0.02%
MONEY CONCEPTS CAPITAL CORP	15.68K	Jun 30, 26	-223	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	15.30K	Jun 30, 26	+598	0.02%
TITLEIST ASSET MANAGEMENT, LLC	15.06K	Jun 30, 26	+2.60K	0.02%
FIFTH THIRD SECURITIES, INC.	14.87K	Jun 30, 26	-1.01K	0.02%
Empirical Asset Management, LLC	14.77K	Jun 30, 26	+161	0.02%
Atria Investments, Inc	14.72K	Jun 30, 26	+181	0.02%
CITIGROUP INC	14.54K	Jun 30, 26	-3.33K	0.02%
Farther Finance Advisors, LLC	14.11K	Jun 30, 26	+755	0.02%
Ameritas Investment Partners, Inc.	13.98K	Jun 30, 26	+336	0.02%
PRINCIPAL SECURITIES, INC.	13.91K	Jun 30, 26	+3.38K	0.02%
Amplius Wealth Advisors, LLC	13.71K	Jun 30, 26	+488	0.02%
Creative Planning	13.56K	Jun 30, 26	+3.43K	0.02%
Nova Wealth Management, Inc.	13.55K	Jun 30, 26	+6.04K	0.02%
HighPoint Advisor Group LLC	13.48K	Jun 30, 26	+433	0.02%
TOP Private Wealth LLC.	13.40K	Jun 30, 26	+13.40K	0.02%
Belpointe Asset Management LLC	12.80K	Jun 30, 26	+3.76K	0.02%
J.W. COLE ADVISORS, INC.	12.12K	Jun 30, 26	+94	0.02%
Key FInancial Inc	11.53K	Jun 30, 26	+2.75K	0.02%
Mariner, LLC	11.40K	Jun 30, 26	-184.65K	0.02%
Holistic Planning, LLC	11.35K	Jun 30, 26	-990	0.02%
Redwood Financial Network Corp	11.03K	Jun 30, 26	+300	0.02%
FIFTH THIRD BANCORP	10.91K	Jun 30, 26	-165	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	10.86K	Jun 30, 26	-2.30K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	10.82K	Jun 30, 26	+6.28K	0.02%
Acorn Wealth Advisors, LLC	10.68K	Jun 30, 26	--	0.02%
Secure Asset Management, LLC	10.46K	Jun 30, 26	-275	0.02%
Dynamic Advisor Solutions LLC	10.39K	Jun 30, 26	-240	0.01%
Modern Wealth Management, LLC	10.38K	Jun 30, 26	-6.04K	0.01%
Fiera Capital Corp	10.16K	Jun 30, 26	--	0.01%
PERRYMAN FINANCIAL ADVISORY INC /AD	10.13K	Jun 30, 26	+501	0.01%
Argent Trust Co	10.12K	Jun 30, 26	+8.11K	0.01%
RFG - Bristol Wealth Advisors, LLC	10.03K	Jun 30, 26	-129	0.01%
Collaborative Capital Advisors LLC	9.87K	Jun 30, 26	+9.87K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	9.64K	Jun 30, 26	-132	0.01%
Integrated Advisors Network LLC	9.24K	Jun 30, 26	+4.27K	0.01%
KMG FIDUCIARY PARTNERS, LLC	9.19K	Jun 30, 26	+47	0.01%
Snowden Capital Advisors LLC	9.10K	Jun 30, 26	+715	0.01%
Ameritas Advisory Services, LLC	8.61K	Jun 30, 26	+5.41K	0.01%
RENAISSANCE TECHNOLOGIES LLC	8.60K	Jun 30, 26	+8.60K	0.01%
MARSHALL WACE, LLP	8.31K	Jun 30, 26	+8.31K	0.01%
LANDAAS & CO /WI /ADV	8.11K	Jun 30, 26	+1.97K	0.01%
BANK OF MONTREAL /CAN/	7.97K	Jun 30, 26	+4.78K	0.01%
WealthPlan Investment Management, LLC	7.60K	Jun 30, 26	-1.87K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	7.52K	Jun 30, 26	+38	0.01%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	7.36K	Jun 30, 26	--	0.01%
Marshall Financial Group LLC	7.35K	Jun 30, 26	+13	0.01%
SNS Financial Group, LLC	7.32K	Jun 30, 26	+7.32K	0.01%
Patriot Financial Group Insurance Agency, LLC	7.28K	Jun 30, 26	-6.29K	0.01%
BALDWIN BROTHERS LLC/MA	6.60K	Jun 30, 26	--	0.01%
Signal Advisors Wealth, LLC	6.49K	Jun 30, 26	+2.12K	0.01%
COZAD ASSET MANAGEMENT INC	6.29K	Jun 30, 26	+4	0.01%
Savant Capital, LLC	6.28K	Jun 30, 26	--	0.01%
Neuberger Berman Group LLC	6.17K	Jun 30, 26	+6.17K	0.01%
BANTA ASSET MANAGEMENT LP	6.13K	Jun 30, 26	-2.79K	0.01%
Kovack Advisors, Inc.	6.10K	Jun 30, 26	-335	0.01%
Daybright Advisory Services, Inc.	5.99K	Jun 30, 26	-4.23K	0.01%
HighTower Advisors, LLC	5.93K	Jun 30, 26	-218	0.01%
Sowell Financial Services LLC	5.77K	Jun 30, 26	-25	0.01%
Sequent Planning LLC	5.62K	Jun 30, 26	+5.62K	0.01%
WEDBUSH SECURITIES INC	5.55K	Jun 30, 26	+438	0.01%
Sigma Planning Corp	5.44K	Jun 30, 26	-11	0.01%
Federation des caisses Desjardins du Quebec	5.43K	Jun 30, 26	+4.33K	0.01%
Quantinno Capital Management LP	5.41K	Jun 30, 26	+5.41K	0.01%
PFG Advisors	5.25K	Jun 30, 26	+5.25K	0.01%
Altium Investment Strategies LLC	5.25K	Jun 30, 26	--	0.01%
Accurate Wealth Management, LLC	5.25K	Jun 30, 26	--	0.01%
Richmond Investment Services, LLC	5.03K	Jun 30, 26	+5.03K	0.01%
MOR Wealth Management, LLC	4.98K	Jun 30, 26	-279	0.01%
Alteri Wealth LLC	4.93K	Jun 30, 26	+522	0.01%
ARMSTRONG ADVISORY GROUP, INC	4.86K	Jun 30, 26	--	0.01%
United Advisor Group, LLC	4.86K	Jun 30, 26	+3	0.01%
PENNINGTON PARTNERS & CO., LLC	4.69K	Jun 30, 26	-4	0.01%
CORA CAPITAL ADVISORS LLC	4.52K	Jun 30, 26	--	0.01%
RFG Advisory, LLC	4.50K	Jun 30, 26	+333	0.01%
Sovran Advisors, LLC	4.18K	Jun 30, 26	+2.31K	0.01%
Gotham Asset Management, LLC	3.80K	Jun 30, 26	--	0.01%
STEPHENS INC /AR/	3.69K	Jun 30, 26	-6	0.01%
Baird Financial Group, Inc.	3.68K	Jun 30, 26	-1.09K	0.01%
Ritter Daniher Financial Advisory LLC / DE	3.66K	Jun 30, 26	+60	0.01%
GWN SECURITIES INC.	3.47K	Jun 30, 26	+716	0.01%
USAdvisors Wealth Management, LLC	3.47K	Jun 30, 26	+816	0.01%
Mutual Advisors, LLC	3.46K	Jun 30, 26	-39	0.00%
RASP WEALTH SOLUTIONS, LLC	3.42K	Jun 30, 26	+3.42K	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.37K	Jun 30, 26	+1.24K	0.00%
Aprio Wealth Management, LLC	3.27K	Jun 30, 26	--	0.00%
BROWN ADVISORY INC	3.23K	Jun 30, 26	+10	0.00%
BLAIR WILLIAM & CO/IL	3.17K	Jun 30, 26	+170	0.00%
SILVERCREST ASSET MANAGEMENT GROUP LLC	3.05K	Jun 30, 26	--	0.00%
Diligent Investors, LLC	3.02K	Jun 30, 26	+3	0.00%
Nuveen, LLC	3.01K	Jun 30, 26	+3.01K	0.00%
Financial Partners Group, Inc	2.97K	Jun 30, 26	-114	0.00%
Gilbert Capital Group, Inc.	2.89K	Jun 30, 26	-278	0.00%
Michels Family Financial, LLC	2.88K	Jun 30, 26	-59	0.00%
ATLANTIC FAMILY WEALTH, LLC	2.87K	Jun 30, 26	--	0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.85K	Jun 30, 26	+8	0.00%
Apollon Wealth Management, LLC	2.84K	Jun 30, 26	-127	0.00%
Main Street Group, LTD	2.82K	Jun 30, 26	+16	0.00%
LOCKERMAN FINANCIAL GROUP, INC.	2.80K	Jun 30, 26	+100	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	2.76K	Jun 30, 26	--	0.00%
Y-Intercept (Hong Kong) Ltd	2.76K	Jun 30, 26	+2.76K	0.00%
Hilltop Partners LLC	2.70K	Jun 30, 26	+5	0.00%
DAVENPORT & Co LLC	2.68K	Jun 30, 26	+373	0.00%
TCG Advisory Services, LLC	2.65K	Jun 30, 26	+2.65K	0.00%
Aspect Partners, LLC	2.65K	Jun 30, 26	--	0.00%
Lantern Wealth Advisors, LLC	2.64K	Jun 30, 26	+483	0.00%
Oder Investment Management, LLC	2.58K	Jun 30, 26	--	0.00%
Marks Group Wealth Management, Inc	2.52K	Jun 30, 26	--	0.00%
MCF Advisors LLC	2.47K	Jun 30, 26	+628	0.00%
PINNACLE ASSOCIATES LTD	2.38K	Jun 30, 26	--	0.00%
Advisors Capital Management, LLC	2.34K	Jun 30, 26	+2.34K	0.00%
Tower Research Capital LLC (TRC)	2.30K	Jun 30, 26	+2.30K	0.00%
Cornerstone Wealth Group, LLC	2.30K	Jun 30, 26	-1.21K	0.00%
Capital Investment Advisors, LLC	2.23K	Jun 30, 26	+4	0.00%
Jacobi Capital Management LLC	2.20K	Jun 30, 26	+3	0.00%
BROWN BROTHERS HARRIMAN & CO	2.18K	Jun 30, 26	--	0.00%
OPPENHEIMER & CO INC	2.15K	Jun 30, 26	+5	0.00%
Huntleigh Advisors, Inc.	2.14K	Jun 30, 26	--	0.00%
McHugh Group, LLC	2.08K	Jun 30, 26	--	0.00%
NORTHERN TRUST CORP	2.06K	Jun 30, 26	+2.06K	0.00%
WEALTH EFFECTS LLC	2.02K	Jun 30, 26	--	0.00%
CALIBER WEALTH MANAGEMENT, LLC / KS	2.02K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.01K	Jun 30, 26	+200	0.00%
M&T BANK CORP	2.00K	Jun 30, 26	--	0.00%
StoneX Group Inc.	1.96K	Jun 30, 26	-541	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.94K	Jun 30, 26	+402	0.00%
Turning Point Benefit Group, Inc.	1.93K	Jun 30, 26	-782	0.00%
Savvy Advisors, Inc.	1.90K	Jun 30, 26	+3	0.00%
Atlas Brown,Inc.	1.88K	Jun 30, 26	+6	0.00%
LOWERY THOMAS, LLC	1.86K	Jun 30, 26	+6	0.00%
PACIFIC FINANCIAL GROUP INC	1.86K	Jun 30, 26	+11	0.00%
CreativeOne Wealth, LLC	1.85K	Jun 30, 26	-139	0.00%
Buckingham Strategic Partners	1.82K	Jun 30, 26	-1.78K	0.00%
CAPTRUST FINANCIAL ADVISORS	1.79K	Jun 30, 26	+1.79K	0.00%
PACIFIC SUN FINANCIAL CORP	1.78K	Jun 30, 26	-1.40K	0.00%
Carbahal Olsen Financial Services Group, LLC	1.77K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	1.76K	Jun 30, 26	-1.75K	0.00%
Valmark Advisers, Inc.	1.75K	Jun 30, 26	-256	0.00%
FRANKLIN RESOURCES INC	1.75K	Jun 30, 26	+920	0.00%
Indivisible Partners	1.75K	Jun 30, 26	+1.75K	0.00%
Zhang Financial LLC	1.74K	Jun 30, 26	--	0.00%
Diversified Enterprises, LLC	1.72K	Jun 30, 26	+1.72K	0.00%
Vertex Planning Partners, LLC	1.71K	Jun 30, 26	+1.71K	0.00%
PKS Advisory Services, LLC	1.70K	Jun 30, 26	+1.70K	0.00%
Retirement Planning Group	1.70K	Jun 30, 26	+1.70K	0.00%
Balboa Wealth Partners	1.67K	Jun 30, 26	+1.67K	0.00%
PARK AVENUE SECURITIES LLC	1.63K	Jun 30, 26	+1.63K	0.00%
Clearstead Advisors, LLC	1.62K	Jun 30, 26	+1.62K	0.00%
360 Financial, Inc.	1.62K	Jun 30, 26	+1.62K	0.00%
LongView Wealth Management	1.60K	Jun 30, 26	-100	0.00%
Pflug Koory, LLC	1.56K	Jun 30, 26	+1	0.00%
Aptus Capital Advisors, LLC	1.54K	Jun 30, 26	+964	0.00%
SRS Capital Advisors, Inc.	1.34K	Jun 30, 26	+410	0.00%
NBC SECURITIES, INC.	1.31K	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.22K	Jun 30, 26	+142	0.00%
US BANCORP \DE\	1.20K	Jun 30, 26	-21	0.00%
AlphaCore Capital LLC	1.18K	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	1.12K	Jun 30, 26	-40	0.00%
ASSETMARK, INC	1.12K	Jun 30, 26	+163	0.00%
NATIONAL BANK OF CANADA /FI/	1.09K	Jun 30, 26	+50	0.00%
Avion Wealth	784	Jun 30, 26	--	0.00%
Glassman Wealth Services	745	Jun 30, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	674	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	659	Jun 30, 26	+449	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	657	Jun 30, 26	+500	0.00%
BlackRock, Inc.	645	Jun 30, 26	+1	0.00%
HM PAYSON & CO	640	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	615	Jun 30, 26	+15	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	574	Jun 30, 26	--	0.00%
ESL Trust Services, LLC	543	Jun 30, 26	--	0.00%
Atlantic Private Wealth, LLC	528	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	516	Jun 30, 26	-5	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	500	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	488	Jun 30, 26	--	0.00%
Operose Advisors LLC	475	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	461	Jun 30, 26	+232	0.00%
CULLEN/FROST BANKERS, INC.	440	Jun 30, 26	+279	0.00%
Russell Investments Group, Ltd.	429	Jun 30, 26	+388	0.00%
VANGUARD ADVISERS INC	428	Jun 30, 26	+129	0.00%
Planning Strategies Inc.	381	Jun 30, 26	+381	0.00%
Abound Wealth Management	380	Jun 30, 26	-51	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	364	Jun 30, 26	-164	0.00%
GoalVest Advisory LLC	332	Jun 30, 26	--	0.00%
Regatta Research & Money Management	293	Jun 30, 26	+293	0.00%
Atlantic Union Bankshares Corp	246	Jun 30, 26	+246	0.00%
GAMMA Investing LLC	231	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	190	Jun 30, 26	+190	0.00%
SILVER OAK SECURITIES, INCORPORATED	136	Jun 30, 26	+136	0.00%
WOLFF WIESE MAGANA LLC	130	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	120	Jun 30, 26	--	0.00%
CBIZ Investment Advisory Services, LLC	116	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	107	Jun 30, 26	+107	0.00%
TD Capital Management LLC	104	Jun 30, 26	+1	0.00%
SOA Wealth Advisors, LLC.	75	Jun 30, 26	--	0.00%
Archer Investment Corp	72	Jun 30, 26	--	0.00%
IFP Advisors, Inc	66	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	40	Jun 30, 26	+40	0.00%
Parallel Advisors, LLC	36	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	34	Jun 30, 26	-76	0.00%
Larson Financial Group LLC	30	Jun 30, 26	--	0.00%
PITTENGER & ANDERSON INC	28	Jun 30, 26	+28	0.00%
Reyes Financial Architecture, Inc.	20	Jun 30, 26	--	0.00%
High Note Wealth, LLC	14	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	13	Jun 30, 26	+13	0.00%
BESSEMER GROUP INC	5	Jun 30, 26	+5	0.00%
Founders Capital Management	5	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	5	Jun 30, 26	+5	0.00%
Strategic Wealth Partners, Ltd.	4	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-2.40K	--
SCS Capital Management LLC	--	Jun 30, 26	-3.11K	--
Linscomb & Williams, Inc.	--	Jun 30, 26	-1.80K	--
LWM Advisory Services, LLC	--	Jun 30, 26	-6.44K	--
MAI Capital Management	--	Jun 30, 26	-1.34K	--
Independent Advisor Alliance	--	Jun 30, 26	-175.33K	--
FINANCIAL CONSULATE, INC	--	Jun 30, 26	-15	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-9.44K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-5.14K	--
Root Financial Partners, LLC	--	Jun 30, 26	-499	--
Sonoma Allocations LLC	--	Jun 30, 26	-97.08K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-260	--
First Command Advisory Services, Inc.	--	Jun 30, 26	-46	--
Physician Wealth Advisors, Inc.	--	Jun 30, 26	-9	--
Flaharty Asset Management, LLC	--	Jun 30, 26	-5.27K	--
LeClair Wealth Partners LLC	--	Jun 30, 26	-140.79K	--
GTS SECURITIES LLC	--	Jun 30, 26	-7.98K	--
Plante Moran Financial Advisors, LLC	--	Jun 30, 26	-64	--
Bank of New York Mellon Corp	1.69M	Mar 31, 26	+705.55K	2.44%
Allworth Financial LP	1.25M	Mar 31, 26	-12.41K	1.80%
RAYMOND JAMES FINANCIAL INC	1.01M	Mar 31, 26	+114.97K	1.46%
JONES FINANCIAL COMPANIES LLLP	988.54K	Mar 31, 26	+198.36K	1.43%
WELLS FARGO & COMPANY/MN	785.75K	Mar 31, 26	+11.06K	1.13%
Equitable Holdings, Inc.	532.47K	Mar 31, 26	+179.82K	0.77%
Cerity Partners LLC	385.64K	Mar 31, 26	+1.88K	0.56%
ENVESTNET ASSET MANAGEMENT INC	297.54K	Mar 31, 26	+139.78K	0.43%
Private Advisor Group, LLC	293.58K	Mar 31, 26	+38.79K	0.42%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	287.41K	Mar 31, 26	+10.88K	0.41%
Scarborough Advisors, LLC	264.70K	Mar 31, 26	+23.25K	0.38%
Asset Allocation Strategies LLC	256.24K	Mar 31, 26	+20.32K	0.37%
AXXCESS WEALTH MANAGEMENT, LLC	234.70K	Mar 31, 26	-99.78K	0.34%
Merit Financial Group, LLC	188.74K	Mar 31, 26	+13.49K	0.27%
MML INVESTORS SERVICES, LLC	184.69K	Mar 31, 26	-6.93K	0.27%
Independent Advisor Alliance	175.33K	Mar 31, 26	+175.33K	0.25%
Cadent Capital Advisors, LLC	169.17K	Mar 31, 26	+40.45K	0.24%
JPMORGAN CHASE & CO	162.55K	Mar 31, 26	+17.61K	0.23%
Cambridge Investment Research Advisors, Inc.	158.32K	Mar 31, 26	+27.65K	0.23%
Stratos Wealth Partners, LTD.	157.71K	Mar 31, 26	+18.83K	0.23%
HARBOUR INVESTMENTS, INC.	152.83K	Mar 31, 26	+40.75K	0.22%
Aspire Capital Advisors LLC	145.08K	Mar 31, 26	+23.15K	0.21%
Blue Water Asset Management	140.79K	Mar 31, 26	-1.88K	0.20%
Concurrent Investment Advisors, LLC	121.34K	Mar 31, 26	+88.62K	0.18%
Petix & Botte Co	102.98K	Mar 31, 26	+10.81K	0.15%
MONECO Advisors, LLC	93.17K	Mar 31, 26	+9.41K	0.13%
Mission Hills Financial Advisory, LLC	67.43K	Mar 31, 26	+1.20K	0.10%
Rockefeller Capital Management L.P.	64.79K	Mar 31, 26	+20.18K	0.09%
Avestar Capital, LLC	53.05K	Mar 31, 26	+1.05K	0.08%
RETIREMENT FINANCIAL SOLUTIONS, LLC	50.79K	Mar 31, 26	+36	0.07%
Intrua Financial, LLC	49.52K	Mar 31, 26	+5.50K	0.07%
AE Wealth Management LLC	48.70K	Mar 31, 26	+4.93K	0.07%
TRUIST FINANCIAL CORP	46.31K	Mar 31, 26	-40	0.07%
WJ Wealth Management, LLC	43.17K	Mar 31, 26	+43.17K	0.06%
RVW Wealth, LLC	42.55K	Mar 31, 26	-895	0.06%
Qube Research & Technologies Ltd	40.38K	Mar 31, 26	+17.16K	0.06%
Janney Montgomery Scott LLC	38.98K	Mar 31, 26	+14.61K	0.06%
Pensionmark Financial Group, LLC	38.51K	Mar 31, 26	+790	0.06%
Autumn Glory Partners, LLC	37.23K	Mar 31, 26	+37.23K	0.05%
Sunbelt Securities, Inc.	35.82K	Mar 31, 26	+5.01K	0.05%
Kelman-Lazarov, Inc.	32.52K	Mar 31, 26	-136	0.05%
INDEPENDENT FINANCIAL GROUP, LLC	31.35K	Mar 31, 26	+9.07K	0.05%
INTEGRITY WEALTH ADVISORS, INC.	31.12K	Mar 31, 26	+12.82K	0.04%
MGO ONE SEVEN LLC	25.53K	Mar 31, 26	+25.53K	0.04%
Simplicity Wealth,LLC	22.78K	Mar 31, 26	+3.07K	0.03%
Rodgers & Associates, LTD	21.84K	Mar 31, 26	-355	0.03%
TCFG WEALTH MANAGEMENT, LLC	21.79K	Mar 31, 26	+666	0.03%
Key Client Fiduciary Advisors, LLC	21.28K	Mar 31, 26	+394	0.03%
AQR CAPITAL MANAGEMENT LLC	20.92K	Mar 31, 26	--	0.03%
FIRETHORN WEALTH PARTNERS, LLC	20.64K	Mar 31, 26	+6.75K	0.03%
E&G Advisors, LP	18.74K	Mar 31, 26	+260	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	17.09K	Mar 31, 26	-1.15K	0.02%
Golden State Wealth Management, LLC	16.61K	Mar 31, 26	-1.80K	0.02%
NATIXIS ADVISORS, L.P.	16.22K	Mar 31, 26	+16.22K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	14.70K	Mar 31, 26	+1.50K	0.02%
Atria Investments, Inc	14.54K	Mar 31, 26	-1.31K	0.02%
Ameritas Investment Partners, Inc.	13.65K	Mar 31, 26	+12.34K	0.02%
Patriot Financial Group Insurance Agency, LLC	13.57K	Mar 31, 26	+6.94K	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	13.16K	Mar 31, 26	+13.16K	0.02%
Holistic Planning, LLC	12.34K	Mar 31, 26	-76	0.02%
Secure Asset Management, LLC	10.74K	Mar 31, 26	+1.29K	0.02%
Dynamic Advisor Solutions LLC	10.63K	Mar 31, 26	-144	0.02%
PRINCIPAL SECURITIES, INC.	10.53K	Mar 31, 26	+7.05K	0.02%
Creative Planning	10.13K	Mar 31, 26	+1.55K	0.01%
WealthPlan Investment Management, LLC	9.47K	Mar 31, 26	+9.47K	0.01%
Snowden Capital Advisors LLC	8.38K	Mar 31, 26	-132	0.01%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	7.36K	Mar 31, 26	--	0.01%
Marshall Financial Group LLC	7.34K	Mar 31, 26	+46	0.01%
Kovack Advisors, Inc.	6.43K	Mar 31, 26	+298	0.01%
Savant Capital, LLC	6.28K	Mar 31, 26	+1.97K	0.01%
HighTower Advisors, LLC	6.14K	Mar 31, 26	-504	0.01%
Sowell Financial Services LLC	5.79K	Mar 31, 26	+5.79K	0.01%
Sigma Planning Corp	5.45K	Mar 31, 26	+1.68K	0.01%
WEDBUSH SECURITIES INC	5.11K	Mar 31, 26	+2.86K	0.01%
Integrated Advisors Network LLC	4.97K	Mar 31, 26	+2.28K	0.01%
Baird Financial Group, Inc.	4.77K	Mar 31, 26	-1.57K	0.01%
PENNINGTON PARTNERS & CO., LLC	4.69K	Mar 31, 26	+5	0.01%
Signal Advisors Wealth, LLC	4.38K	Mar 31, 26	+4.38K	0.01%
CWM, LLC	4.05K	Mar 31, 26	+837	0.01%
Gotham Asset Management, LLC	3.80K	Mar 31, 26	--	0.01%
Buckingham Strategic Partners	3.60K	Mar 31, 26	+8	0.01%
PRIVATE TRUST CO NA	3.51K	Mar 31, 26	-7	0.01%
Mutual Advisors, LLC	3.50K	Mar 31, 26	--	0.01%
Ameritas Advisory Services, LLC	3.20K	Mar 31, 26	+3.20K	0.00%
PACIFIC SUN FINANCIAL CORP	3.18K	Mar 31, 26	+20	0.00%
SCS Capital Management LLC	3.11K	Mar 31, 26	--	0.00%
Financial Partners Group, Inc	3.09K	Mar 31, 26	-265	0.00%
Diligent Investors, LLC	3.02K	Mar 31, 26	-30	0.00%
Apollon Wealth Management, LLC	2.96K	Mar 31, 26	-1.09K	0.00%
Main Street Group, LTD	2.80K	Mar 31, 26	-84	0.00%
Turning Point Benefit Group, Inc.	2.71K	Mar 31, 26	+1.45K	0.00%
LOCKERMAN FINANCIAL GROUP, INC.	2.70K	Mar 31, 26	+74	0.00%
USAdvisors Wealth Management, LLC	2.66K	Mar 31, 26	+188	0.00%
Marks Group Wealth Management, Inc	2.52K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	2.40K	Mar 31, 26	+63	0.00%
PINNACLE ASSOCIATES LTD	2.38K	Mar 31, 26	--	0.00%
DAVENPORT & Co LLC	2.31K	Mar 31, 26	+525	0.00%
Jacobi Capital Management LLC	2.20K	Mar 31, 26	-62	0.00%
BROWN BROTHERS HARRIMAN & CO	2.18K	Mar 31, 26	--	0.00%
Lantern Wealth Advisors, LLC	2.16K	Mar 31, 26	+2.16K	0.00%
OPPENHEIMER & CO INC	2.15K	Mar 31, 26	+6	0.00%
Argent Trust Co	2.01K	Mar 31, 26	+2.01K	0.00%
Savvy Advisors, Inc.	1.90K	Mar 31, 26	+1.90K	0.00%
Atlas Brown,Inc.	1.87K	Mar 31, 26	+7	0.00%
LOWERY THOMAS, LLC	1.86K	Mar 31, 26	+7	0.00%
MCF Advisors LLC	1.84K	Mar 31, 26	+1.84K	0.00%
Marmo Financial Group, LLC	1.83K	Mar 31, 26	-40	0.00%
Linscomb & Williams, Inc.	1.80K	Mar 31, 26	+1.80K	0.00%
Pflug Koory, LLC	1.56K	Mar 31, 26	+2	0.00%
MAI Capital Management	1.34K	Mar 31, 26	+778	0.00%
US BANCORP \DE\	1.23K	Mar 31, 26	+34	0.00%
AlphaCore Capital LLC	1.18K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.09K	Mar 31, 26	+1.09K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.08K	Mar 31, 26	-317	0.00%
NATIONAL BANK OF CANADA /FI/	1.04K	Mar 31, 26	+1.04K	0.00%
ASSETMARK, INC	953	Mar 31, 26	+478	0.00%
SRS Capital Advisors, Inc.	926	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	826	Mar 31, 26	+826	0.00%
Avion Wealth	784	Mar 31, 26	+13	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	674	Mar 31, 26	+333	0.00%
BlackRock, Inc.	644	Mar 31, 26	+366	0.00%
ESL Trust Services, LLC	543	Mar 31, 26	--	0.00%
Atlantic Private Wealth, LLC	528	Mar 31, 26	--	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	500	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	488	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	340	Mar 31, 26	--	0.00%
GoalVest Advisory LLC	332	Mar 31, 26	+109	0.00%
VANGUARD ADVISERS INC	299	Mar 31, 26	+299	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	260	Mar 31, 26	+260	0.00%
Capital Investment Advisory Services, LLC	229	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	210	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	170	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	161	Mar 31, 26	+161	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	157	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	110	Mar 31, 26	+110	0.00%
TD Capital Management LLC	103	Mar 31, 26	--	0.00%
SOA Wealth Advisors, LLC.	75	Mar 31, 26	--	0.00%
Archer Investment Corp	72	Mar 31, 26	-190	0.00%
Plante Moran Financial Advisors, LLC	64	Mar 31, 26	+64	0.00%
First Command Advisory Services, Inc.	46	Mar 31, 26	+46	0.00%
Russell Investments Group, Ltd.	41	Mar 31, 26	+16	0.00%
High Note Wealth, LLC	14	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	9	Mar 31, 26	--	0.00%
Founders Capital Management	5	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	--	Mar 31, 26	-70	--
CI Private Wealth, LLC	--	Mar 31, 26	-3.37K	--
Jump Financial, LLC	--	Mar 31, 26	-2.96K	--
Clearstead Advisors, LLC	--	Mar 31, 26	-1.87K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-8.90K	--
COMERICA BANK	11.22K	Dec 31, 25	+1.27K	0.02%
Heritage Financial Services, LLC	2.00K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	104	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-150	--
PINNACLE FINANCIAL PARTNERS INC	1.84K	Sep 30, 25	+1.84K	0.00%
Lowe Wealth Advisors, LLC	200	Sep 30, 25	-100	0.00%
CROWLEY WEALTH MANAGEMENT, INC.	119	Sep 30, 25	--	0.00%
AVANTAX ADVISORY SERVICES, INC.	183.78K	Jun 30, 25	+21.37K	0.27%
Atria Wealth Solutions, Inc.	7.76K	Jun 30, 25	-66.98K	0.01%
HICKORY ASSET MANAGEMENT, INC.	2.35K	Jun 30, 25	+2.35K	0.00%
First Horizon Advisors, Inc.	221	Jun 30, 25	+221	0.00%
Orion Portfolio Solutions, LLC	4.31K	Mar 31, 25	+1.74K	0.01%
Lindbrook Capital, LLC	1.25K	Mar 31, 25	--	0.00%
Aveo Capital Partners, LLC	--	Mar 31, 25	-4.09K	--
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	2.92K	Dec 31, 24	+2.92K	0.00%
Edge Capital Group, LLC	209	Dec 31, 24	-2.90K	0.00%
Raymond James Financial Services Advisors, Inc.	495.98K	Sep 30, 24	-32.55K	0.72%
RAYMOND JAMES & ASSOCIATES	61.57K	Sep 30, 24	+2.13K	0.09%
RAYMOND JAMES TRUST N.A.	4.59K	Sep 30, 24	-512	0.01%
BUCKINGHAM STRATEGIC WEALTH, LLC	30.54K	Jun 30, 24	-151	0.04%
Solano Wealth Management, Inc.	21.66K	Jun 30, 24	-388	0.03%
Cetera Advisor Networks LLC	94.71K	Mar 31, 24	+31.47K	0.14%
Cetera Advisors LLC	8.73K	Mar 31, 24	+451	0.01%
PROVENCE WEALTH MANAGEMENT GROUP	265	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.23K	Sep 30, 23	-25	0.01%
Kalos Management, Inc.	5.98K	Jun 30, 23	-23	0.01%
Domani Wealth, LLC	4.28K	Mar 31, 23	--	0.01%
Ford Financial Group, LLC	--	Mar 31, 23	-45.78K	--
Laurel Wealth Advisors, Inc.	3.12K	Dec 31, 22	+28	0.00%
Sargent Bickham Lagudis LLC	--	Dec 31, 22	-60	--
MARINER INDEPENDENT ADVISOR NETWORK, LLC	117.87K	Sep 30, 22	+66.38K	0.17%
American Portfolios Advisors	18.19K	Sep 30, 22	+100	0.03%
55I, LLC	12.97K	Sep 30, 22	+8.77K	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	1.00K	Sep 30, 22	+1.00K	0.00%
FourThought Financial, LLC	469	Sep 30, 22	--	0.00%
Pinnacle Private Wealth, LLC	15.60K	Jun 30, 22	-350	0.02%
Nauset Wealth Management. LLC	40	Mar 31, 22	+40	0.00%
Barrett Asset Management, LLC	--	Mar 31, 22	-165	--
Carroll Financial Associates, Inc.	100	Dec 31, 21	--	0.00%
Ameritas Investment Company, LLC	5.17K	Sep 30, 21	--	0.01%
Winslow, Evans & Crocker, Inc.	1.80K	Dec 31, 20	+350	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	176.72K	Dec 31, 19	+5.25K	0.25%
Advisor Group, Inc.	93.11K	Dec 31, 19	-55.56K	0.13%
BB&T SECURITIES, LLC	9.59K	Sep 30, 19	-27.95K	0.01%

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Holder

Date

Change

% Held

Invesco Ltd.

10.56M

Jun 30, 26

+73.54K

15.23%

LPL Financial LLC

6.64M

Jun 30, 26

+39.97K

9.58%

AMERIPRISE FINANCIAL INC

3.72M

Jun 30, 26

-227.37K

5.37%

MORGAN STANLEY

3.34M

Jun 30, 26

+51.69K

4.82%

BANK OF AMERICA CORP /DE/

2.26M

Jun 30, 26

+66.66K

3.26%

VANTAGEPOINT INVESTMENT ADVISERS LLC

2.15M

Jun 30, 26

-5.87K

3.11%

Bank of New York Mellon Corp

1.74M

Jun 30, 26

+49.80K

2.51%

Fusion Family Wealth LLC

1.67M

Jun 30, 26

-10.60K

2.40%

JONES FINANCIAL COMPANIES LLLP

1.23M

Jun 30, 26

+243.38K

1.78%

Cetera Investment Advisers

1.20M

Jun 30, 26

+104.45K

1.72%

ADVISOR GROUP HOLDINGS, INC.

1.15M

Jun 30, 26

-54.75K

1.66%

Allworth Financial LP

957.22K

Jun 30, 26

-292.02K

1.38%

RAYMOND JAMES FINANCIAL INC

942.75K

Jun 30, 26

-66.63K

1.36%

WELLS FARGO & COMPANY/MN

872.11K

Jun 30, 26

+86.36K

1.26%

COMMONWEALTH EQUITY SERVICES, LLC

832.55K

Jun 30, 26

+26.07K

1.20%

Capital Analysts, LLC

688.86K

Jun 30, 26

-7.09K

0.99%

Equitable Holdings, Inc.

644.73K

Jun 30, 26

+112.27K

0.93%

UBS Group AG

537.16K

Jun 30, 26

+9.80K

0.77%

Private Advisor Group, LLC

456.75K

Jun 30, 26

+163.17K

0.66%

ENVESTNET ASSET MANAGEMENT INC

423.72K

Jun 30, 26

+126.18K

0.61%

Cerity Partners LLC

381.26K

Jun 30, 26

-4.37K

0.55%

Klingman & Associates, LLC

353.56K

Jun 30, 26

+24.53K

0.51%

Kozak & Associates, Inc.

333.76K

Jun 30, 26

-252.83K

0.48%

Kestra Advisory Services, LLC

328.89K

Jun 30, 26

-139.53K

0.47%

Investment Planning Advisors, Inc.

322.46K

Jun 30, 26

+78.75K

0.47%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

296.84K

Jun 30, 26

+9.43K

0.43%

Tanglewood Legacy Advisors, LLC

291.32K

Jun 30, 26

+6.69K

0.42%

Global Retirement Partners, LLC

272.05K

Jun 30, 26

+272.05K

0.39%

Everest Financial Group LLC

252.02K

Jun 30, 26

+2.18K

0.36%

AXXCESS WEALTH MANAGEMENT, LLC

248.15K

Jun 30, 26

+13.45K

0.36%

Stewardship Advisors, LLC

233.60K

Jun 30, 26

-85.25K

0.34%

GOLDMAN SACHS GROUP INC

232.21K

Jun 30, 26

+18.55K

0.33%

MML INVESTORS SERVICES, LLC

228.46K

Jun 30, 26

+43.77K

0.33%

Asset Allocation Strategies LLC

227.16K

Jun 30, 26

-29.08K

0.33%

THOROUGHBRED FINANCIAL SERVICES, LLC

220.75K

Jun 30, 26

+11.11K

0.32%

Scarborough Advisors, LLC

218.17K

Jun 30, 26

-46.53K

0.31%

Sanctuary Advisors, LLC

205.29K

Jun 30, 26

+12.06K

0.30%

Atlas Legacy Advisors, LLC

201.38K

Jun 30, 26

+3.17K

0.29%

Merit Financial Group, LLC

193.50K

Jun 30, 26

+4.76K

0.28%

Cambridge Investment Research Advisors, Inc.

183.90K

Jun 30, 26

+25.58K

0.27%

Commonwealth Financial Services, LLC

183.41K

Jun 30, 26

+183.41K

0.26%

DENVER WEALTH MANAGEMENT, INC.

175.56K

Jun 30, 26

+7.27K

0.25%

Cadent Capital Advisors, LLC

173.32K

Jun 30, 26

+4.14K

0.25%

Stratos Wealth Partners, LTD.

162.87K

Jun 30, 26

+5.16K

0.23%

HARBOUR INVESTMENTS, INC.

159.64K

Jun 30, 26

+6.80K

0.23%

JPMORGAN CHASE & CO

156.67K

Jun 30, 26

-5.88K

0.23%

EverSource Wealth Advisors, LLC

156.39K

Jun 30, 26

-1.64K

0.23%

Aspire Capital Advisors LLC

149.67K

Jun 30, 26

+4.59K

0.22%

Blue Water Asset Management

142.51K

Jun 30, 26

+1.72K

0.21%

ROYAL BANK OF CANADA

142.22K

Jun 30, 26

-9.83K

0.21%

NewEdge Advisors, LLC

142.07K

Jun 30, 26

+13.98K

0.20%

Ancora Advisors, LLC

132.04K

Jun 30, 26

+11.35K

0.19%

Concurrent Investment Advisors, LLC

125.69K

Jun 30, 26

+4.35K

0.18%

Petix & Botte Co

109.84K

Jun 30, 26

+6.86K

0.16%

PRAIRIE ADVISORY, LLC

100.08K

Jun 30, 26

+100.08K

0.14%

EXCEL SECURITIES & ASSOCIATES, INC.

97.43K

Jun 30, 26

+97.43K

0.14%

MONECO Advisors, LLC

96.64K

Jun 30, 26

+3.48K

0.14%

CX Institutional

91.20K

Jun 30, 26

+91.20K

0.13%

TFR Capital, LLC.

90.92K

Jun 30, 26

+552

0.13%

Kraft, Davis & Associates, LLC

89.48K

Jun 30, 26

+4.33K

0.13%

RETIREMENT PLANNING GROUP, LLC / NY

86.32K

Jun 30, 26

+7.28K

0.12%

Fourth Dimension Wealth, LLC

83.09K

Jun 30, 26

+83.09K

0.12%

STIFEL FINANCIAL CORP

81.13K

Jun 30, 26

+2.40K

0.12%

Legacy Capital Wealth Partners, LLC

79.11K

Jun 30, 26

+408

0.11%

Geneos Wealth Management Inc.

75.08K

Jun 30, 26

+278

0.11%

Resonant Capital Advisors, LLC

72.88K

Jun 30, 26

0.11%

Prime Capital Investment Advisors, LLC

71.98K

Jun 30, 26

-1.62K

0.10%

Rockefeller Capital Management L.P.

69.32K

Jun 30, 26

+4.53K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

68.21K

Jun 30, 26

+51.13K

0.10%

Qube Research & Technologies Ltd

67.98K

Jun 30, 26

+27.60K

0.10%

Steward Partners Investment Advisory, LLC

65.61K

Jun 30, 26

+859

0.09%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

63.76K

Jun 30, 26

-154

0.09%

TWO SIGMA INVESTMENTS, LP

62.10K

Jun 30, 26

+62.10K

0.09%

KESTRA PRIVATE WEALTH SERVICES, LLC

60.84K

Jun 30, 26

-4.43K

0.09%

Avestar Capital, LLC

56.29K

Jun 30, 26

+3.24K

0.08%

KINGSWOOD WEALTH ADVISORS, LLC

55.06K

Jun 30, 26

-20

0.08%

LOOMIS SAYLES & CO L P

54.57K

Jun 30, 26

+43.67K

0.08%

Oxford Wealth Group, LLC

54.37K

Jun 30, 26

+8.01K

0.08%

RETIREMENT FINANCIAL SOLUTIONS, LLC

54.28K

Jun 30, 26

+3.50K

0.08%

IFG Advisory, LLC

53.26K

Jun 30, 26

+53.26K

0.08%

Intrua Financial, LLC

52.27K

Jun 30, 26

+2.75K

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

52.21K

Jun 30, 26

+2.66K

0.08%

NWAM LLC

51.87K

Jun 30, 26

+49

0.07%

Colonial River Wealth Management, LLC

50.72K

Jun 30, 26

-55.09K

0.07%

AE Wealth Management LLC

49.89K

Jun 30, 26

+1.19K

0.07%

TRUIST FINANCIAL CORP

47.40K

Jun 30, 26

+1.09K

0.07%

ABSOLUTE CAPITAL MANAGEMENT, LLC

47.38K

Jun 30, 26

+698

0.07%

WJ Wealth Management, LLC

46.07K

Jun 30, 26

+2.90K

0.07%

OPTIMA CAPITAL LLC

45.96K

Jun 30, 26

+5.25K

0.07%

Total Clarity Wealth Management, Inc.

45.52K

Jun 30, 26

-33.16K

0.07%

Wealth Management Partners, LLC

44.76K

Jun 30, 26

-592

0.06%

Garden State Investment Advisory Services LLC

43.94K

Jun 30, 26

-13.03K

0.06%

Essex Financial Services, Inc.

43.51K

Jun 30, 26

+2.32K

0.06%

AdvisorNet Financial, Inc

43.27K

Jun 30, 26

+1.04K

0.06%

RVW Wealth, LLC

42.75K

Jun 30, 26

+206

0.06%

Perennial Investment Advisors, LLC

42.34K

Jun 30, 26

+210

0.06%

Arkadios Wealth Advisors

41.79K

Jun 30, 26

+27.90K

0.06%

Mission Hills Financial Advisory, LLC

41.11K

Jun 30, 26

-26.32K

0.06%

Janney Montgomery Scott LLC

40.99K

Jun 30, 26

+2.01K

0.06%

Autumn Glory Partners, LLC

39.04K

Jun 30, 26

+1.80K

0.06%

TOMPKINS FINANCIAL CORP

39.02K

Jun 30, 26

-219

0.06%

Pensionmark Financial Group, LLC

38.51K

Jun 30, 26

0.06%

Harbor Asset Planning, Inc.

38.06K

Jun 30, 26

+487

0.05%

AQR CAPITAL MANAGEMENT LLC

37.66K

Jun 30, 26

+16.74K

0.05%

Forge Financial Services LLC

37.64K

Jun 30, 26

-852

0.05%

Colony Group, LLC

36.19K

Jun 30, 26

-121

0.05%

Kingsview Wealth Management, LLC

35.96K

Jun 30, 26

+9.34K

0.05%

PAX Financial Group, LLC

33.49K

Jun 30, 26

-13

0.05%

Keating Financial Advisory Services, Inc.

33.16K

Jun 30, 26

+14.02K

0.05%

Ignite Planners, LLC

33.03K

Jun 30, 26

+30

0.05%

Integrated Wealth Concepts LLC

32.87K

Jun 30, 26

-5.01K

0.05%

Kelman-Lazarov, Inc.

32.49K

Jun 30, 26

-23

0.05%

FIRETHORN WEALTH PARTNERS, LLC

32.26K

Jun 30, 26

+11.62K

0.05%

CITADEL ADVISORS LLC

30.62K

Jun 30, 26

+30.62K

0.04%

Meridian Financial, LLC

29.73K

Jun 30, 26

+5.92K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

28.20K

Jun 30, 26

-3.15K

0.04%

E&G Advisors, LP

28.02K

Jun 30, 26

+9.28K

0.04%

MGO ONE SEVEN LLC

26.43K

Jun 30, 26

+904

0.04%

NATIXIS ADVISORS, L.P.

25.40K

Jun 30, 26

+9.18K

0.04%

Mount Yale Investment Advisors, LLC

25.23K

Jun 30, 26

-3.63K

0.04%

Vestmark Advisory Solutions, Inc.

25.17K

Jun 30, 26

-3.65K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

24.78K

Jun 30, 26

+101

0.04%

Simplicity Wealth,LLC

24.42K

Jun 30, 26

+1.64K

0.04%

AssuredPartners Investment Advisors, LLC

23.94K

Jun 30, 26

+10.43K

0.03%

RIK SAYLOR FINANCIAL, INC.

23.57K

Jun 30, 26

+4.66K

0.03%

MTM FINANCIAL GROUP, LLC

23.45K

Jun 30, 26

+1.80K

0.03%

Advisory Services Network, LLC

23.41K

Jun 30, 26

+2.97K

0.03%

TCFG Investment Advisors, LLC

21.75K

Jun 30, 26

-44

0.03%

Rodgers & Associates, LTD

21.72K

Jun 30, 26

-120

0.03%

Brookstone Capital Management

21.64K

Jun 30, 26

-37.06K

0.03%

Key Client Fiduciary Advisors, LLC

21.36K

Jun 30, 26

+78

0.03%

Western Wealth Management, LLC

20.10K

Jun 30, 26

-46.71K

0.03%

Prospera Financial Services Inc

19.19K

Jun 30, 26

+863

0.03%

Solano Wealth Investment Advisors LLC

18.37K

Jun 30, 26

-187

0.03%

Golden State Wealth Management, LLC

17.90K

Jun 30, 26

+1.29K

0.03%

Kinetic Wealth Investment Advisors LLC

17.53K

Jun 30, 26

+17.53K

0.03%

FMR LLC

17.10K

Jun 30, 26

+1.63K

0.02%

IHT Wealth Management, LLC

16.69K

Jun 30, 26

-8.29K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

16.15K

Jun 30, 26

-1.11K

0.02%

Wealthcare Advisory Partners LLC

15.92K

Jun 30, 26

-89.15K

0.02%

MONEY CONCEPTS CAPITAL CORP

15.68K

Jun 30, 26

-223

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

15.30K

Jun 30, 26

+598

0.02%

TITLEIST ASSET MANAGEMENT, LLC

15.06K

Jun 30, 26

+2.60K

0.02%

FIFTH THIRD SECURITIES, INC.

14.87K

Jun 30, 26

-1.01K

0.02%

Empirical Asset Management, LLC

14.77K

Jun 30, 26

+161

0.02%

Atria Investments, Inc

14.72K

Jun 30, 26

+181

0.02%

CITIGROUP INC

14.54K

Jun 30, 26

-3.33K

0.02%

Farther Finance Advisors, LLC

14.11K

Jun 30, 26

+755

0.02%

Ameritas Investment Partners, Inc.

13.98K

Jun 30, 26

+336

0.02%

PRINCIPAL SECURITIES, INC.

13.91K

Jun 30, 26

+3.38K

0.02%

Amplius Wealth Advisors, LLC

13.71K

Jun 30, 26

+488

0.02%

Creative Planning

13.56K

Jun 30, 26

+3.43K

0.02%

Nova Wealth Management, Inc.

13.55K

Jun 30, 26

+6.04K

0.02%

HighPoint Advisor Group LLC

13.48K

Jun 30, 26

+433

0.02%

TOP Private Wealth LLC.

13.40K

Jun 30, 26

+13.40K

0.02%

Belpointe Asset Management LLC

12.80K

Jun 30, 26

+3.76K

0.02%

J.W. COLE ADVISORS, INC.

12.12K

Jun 30, 26

+94

0.02%

Key FInancial Inc

11.53K

Jun 30, 26

+2.75K

0.02%

Mariner, LLC

11.40K

Jun 30, 26

-184.65K

0.02%

Holistic Planning, LLC

11.35K

Jun 30, 26

-990

0.02%

Redwood Financial Network Corp

11.03K

Jun 30, 26

+300

0.02%

FIFTH THIRD BANCORP

10.91K

Jun 30, 26

-165

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

10.86K

Jun 30, 26

-2.30K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

10.82K

Jun 30, 26

+6.28K

0.02%

Acorn Wealth Advisors, LLC

10.68K

Jun 30, 26

0.02%

Secure Asset Management, LLC

10.46K

Jun 30, 26

-275

0.02%

Dynamic Advisor Solutions LLC

10.39K

Jun 30, 26

-240

0.01%

Modern Wealth Management, LLC

10.38K

Jun 30, 26

-6.04K

0.01%

Fiera Capital Corp

10.16K

Jun 30, 26

0.01%

PERRYMAN FINANCIAL ADVISORY INC /AD

10.13K

Jun 30, 26

+501

0.01%

Argent Trust Co

10.12K

Jun 30, 26

+8.11K

0.01%

RFG - Bristol Wealth Advisors, LLC

10.03K

Jun 30, 26

-129

0.01%

Collaborative Capital Advisors LLC

9.87K

Jun 30, 26

+9.87K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

9.64K

Jun 30, 26

-132

0.01%

Integrated Advisors Network LLC

9.24K

Jun 30, 26

+4.27K

0.01%

KMG FIDUCIARY PARTNERS, LLC

9.19K

Jun 30, 26

+47

0.01%

Snowden Capital Advisors LLC

9.10K

Jun 30, 26

+715

0.01%

Ameritas Advisory Services, LLC

8.61K

Jun 30, 26

+5.41K

0.01%

RENAISSANCE TECHNOLOGIES LLC

8.60K

Jun 30, 26

+8.60K

0.01%

MARSHALL WACE, LLP

8.31K

Jun 30, 26

+8.31K

0.01%

LANDAAS & CO /WI /ADV

8.11K

Jun 30, 26

+1.97K

0.01%

BANK OF MONTREAL /CAN/

7.97K

Jun 30, 26

+4.78K

0.01%

WealthPlan Investment Management, LLC

7.60K

Jun 30, 26

-1.87K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

7.52K

Jun 30, 26

+38

0.01%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

7.36K

Jun 30, 26

0.01%

Marshall Financial Group LLC

7.35K

Jun 30, 26

+13

0.01%

SNS Financial Group, LLC

7.32K

Jun 30, 26

+7.32K

0.01%

Patriot Financial Group Insurance Agency, LLC

7.28K

Jun 30, 26

-6.29K

0.01%

BALDWIN BROTHERS LLC/MA

6.60K

Jun 30, 26

0.01%

Signal Advisors Wealth, LLC

6.49K

Jun 30, 26

+2.12K

0.01%

COZAD ASSET MANAGEMENT INC

6.29K

Jun 30, 26

0.01%

Savant Capital, LLC

6.28K

Jun 30, 26

0.01%

Neuberger Berman Group LLC

6.17K

Jun 30, 26

+6.17K

0.01%

BANTA ASSET MANAGEMENT LP

6.13K

Jun 30, 26

-2.79K

0.01%

Kovack Advisors, Inc.

6.10K

Jun 30, 26

-335

0.01%

Daybright Advisory Services, Inc.

5.99K

Jun 30, 26

-4.23K

0.01%

HighTower Advisors, LLC

5.93K

Jun 30, 26

-218

0.01%

Sowell Financial Services LLC

5.77K

Jun 30, 26

-25

0.01%

Sequent Planning LLC

5.62K

Jun 30, 26

+5.62K

0.01%

WEDBUSH SECURITIES INC

5.55K

Jun 30, 26

+438

0.01%

Sigma Planning Corp

5.44K

Jun 30, 26

-11

0.01%

Federation des caisses Desjardins du Quebec

5.43K

Jun 30, 26

+4.33K

0.01%

Quantinno Capital Management LP

5.41K

Jun 30, 26

+5.41K

0.01%

PFG Advisors

5.25K

Jun 30, 26

+5.25K

0.01%

Altium Investment Strategies LLC

5.25K

Jun 30, 26

0.01%

Accurate Wealth Management, LLC

5.25K

Jun 30, 26

0.01%

Richmond Investment Services, LLC

5.03K

Jun 30, 26

+5.03K

0.01%

MOR Wealth Management, LLC

4.98K

Jun 30, 26

-279

0.01%

Alteri Wealth LLC

4.93K

Jun 30, 26

+522

0.01%

ARMSTRONG ADVISORY GROUP, INC

4.86K

Jun 30, 26

0.01%

United Advisor Group, LLC

4.86K

Jun 30, 26

0.01%

PENNINGTON PARTNERS & CO., LLC

4.69K

Jun 30, 26

-4

0.01%

CORA CAPITAL ADVISORS LLC

4.52K

Jun 30, 26

0.01%

RFG Advisory, LLC

4.50K

Jun 30, 26

+333

0.01%

Sovran Advisors, LLC

4.18K

Jun 30, 26

+2.31K

0.01%

Gotham Asset Management, LLC

3.80K

Jun 30, 26

0.01%

STEPHENS INC /AR/

3.69K

Jun 30, 26

-6

0.01%

Baird Financial Group, Inc.

3.68K

Jun 30, 26

-1.09K

0.01%

Ritter Daniher Financial Advisory LLC / DE

3.66K

Jun 30, 26

+60

0.01%

GWN SECURITIES INC.

3.47K

Jun 30, 26

+716

0.01%

USAdvisors Wealth Management, LLC

3.47K

Jun 30, 26

+816

0.01%

Mutual Advisors, LLC

3.46K

Jun 30, 26

-39

0.00%

RASP WEALTH SOLUTIONS, LLC

3.42K

Jun 30, 26

+3.42K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.37K

Jun 30, 26

+1.24K

0.00%

Aprio Wealth Management, LLC

3.27K

Jun 30, 26

0.00%

BROWN ADVISORY INC

3.23K

Jun 30, 26

+10

0.00%

BLAIR WILLIAM & CO/IL

3.17K

Jun 30, 26

+170

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

3.05K

Jun 30, 26

0.00%

Diligent Investors, LLC

3.02K

Jun 30, 26

0.00%

Nuveen, LLC

3.01K

Jun 30, 26

+3.01K

0.00%

Financial Partners Group, Inc

2.97K

Jun 30, 26

-114

0.00%

Gilbert Capital Group, Inc.

2.89K

Jun 30, 26

-278

0.00%

Michels Family Financial, LLC

2.88K

Jun 30, 26

-59

0.00%

ATLANTIC FAMILY WEALTH, LLC

2.87K

Jun 30, 26

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.85K

Jun 30, 26

0.00%

Apollon Wealth Management, LLC

2.84K

Jun 30, 26

-127

0.00%

Main Street Group, LTD

2.82K

Jun 30, 26

+16

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

2.80K

Jun 30, 26

+100

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

2.76K

Jun 30, 26

0.00%

Y-Intercept (Hong Kong) Ltd

2.76K

Jun 30, 26

+2.76K

0.00%

Hilltop Partners LLC

2.70K

Jun 30, 26

0.00%

DAVENPORT & Co LLC

2.68K

Jun 30, 26

+373

0.00%

TCG Advisory Services, LLC

2.65K

Jun 30, 26

+2.65K

0.00%

Aspect Partners, LLC

2.65K

Jun 30, 26

0.00%

Lantern Wealth Advisors, LLC

2.64K

Jun 30, 26

+483

0.00%

Oder Investment Management, LLC

2.58K

Jun 30, 26

0.00%

Marks Group Wealth Management, Inc

2.52K

Jun 30, 26

0.00%

MCF Advisors LLC

2.47K

Jun 30, 26

+628

0.00%

PINNACLE ASSOCIATES LTD

2.38K

Jun 30, 26

0.00%

Advisors Capital Management, LLC

2.34K

Jun 30, 26

+2.34K

0.00%

Tower Research Capital LLC (TRC)

2.30K

Jun 30, 26

+2.30K

0.00%

Cornerstone Wealth Group, LLC

2.30K

Jun 30, 26

-1.21K

0.00%

Capital Investment Advisors, LLC

2.23K

Jun 30, 26

0.00%

Jacobi Capital Management LLC

2.20K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

2.18K

Jun 30, 26

0.00%

OPPENHEIMER & CO INC

2.15K

Jun 30, 26

0.00%

Huntleigh Advisors, Inc.

2.14K

Jun 30, 26

0.00%

McHugh Group, LLC

2.08K

Jun 30, 26

0.00%

NORTHERN TRUST CORP

2.06K

Jun 30, 26

+2.06K

0.00%

WEALTH EFFECTS LLC

2.02K

Jun 30, 26

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

2.02K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

2.01K

Jun 30, 26

+200

0.00%

M&T BANK CORP

2.00K

Jun 30, 26

0.00%

StoneX Group Inc.

1.96K

Jun 30, 26

-541

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.94K

Jun 30, 26

+402

0.00%

Turning Point Benefit Group, Inc.

1.93K

Jun 30, 26

-782

0.00%

Savvy Advisors, Inc.

1.90K

Jun 30, 26

0.00%

Atlas Brown,Inc.

1.88K

Jun 30, 26

0.00%

LOWERY THOMAS, LLC

1.86K

Jun 30, 26

0.00%

PACIFIC FINANCIAL GROUP INC

1.86K

Jun 30, 26

+11

0.00%

CreativeOne Wealth, LLC

1.85K

Jun 30, 26

-139

0.00%

Buckingham Strategic Partners

1.82K

Jun 30, 26

-1.78K

0.00%

CAPTRUST FINANCIAL ADVISORS

1.79K

Jun 30, 26

+1.79K

0.00%

PACIFIC SUN FINANCIAL CORP

1.78K

Jun 30, 26

-1.40K

0.00%

Carbahal Olsen Financial Services Group, LLC

1.77K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

1.76K

Jun 30, 26

-1.75K

0.00%

Valmark Advisers, Inc.

1.75K

Jun 30, 26

-256

0.00%

FRANKLIN RESOURCES INC

1.75K

Jun 30, 26

+920

0.00%

Indivisible Partners

1.75K

Jun 30, 26

+1.75K

0.00%

Zhang Financial LLC

1.74K

Jun 30, 26

0.00%

Diversified Enterprises, LLC

1.72K

Jun 30, 26

+1.72K

0.00%

Vertex Planning Partners, LLC

1.71K

Jun 30, 26

+1.71K

0.00%

PKS Advisory Services, LLC

1.70K

Jun 30, 26

+1.70K

0.00%

Retirement Planning Group

1.70K

Jun 30, 26

+1.70K

0.00%

Balboa Wealth Partners

1.67K

Jun 30, 26

+1.67K

0.00%

PARK AVENUE SECURITIES LLC

1.63K

Jun 30, 26

+1.63K

0.00%

Clearstead Advisors, LLC

1.62K

Jun 30, 26

+1.62K

0.00%

360 Financial, Inc.

1.62K

Jun 30, 26

+1.62K

0.00%

LongView Wealth Management

1.60K

Jun 30, 26

-100

0.00%

Pflug Koory, LLC

1.56K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

1.54K

Jun 30, 26

+964

0.00%

SRS Capital Advisors, Inc.

1.34K

Jun 30, 26

+410

0.00%

NBC SECURITIES, INC.

1.31K

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.22K

Jun 30, 26

+142

0.00%

US BANCORP \DE\

1.20K

Jun 30, 26

-21

0.00%

AlphaCore Capital LLC

1.18K

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

1.12K

Jun 30, 26

-40

0.00%

ASSETMARK, INC

1.12K

Jun 30, 26

+163

0.00%

NATIONAL BANK OF CANADA /FI/

1.09K

Jun 30, 26

+50

0.00%

Avion Wealth

784

Jun 30, 26

0.00%

Glassman Wealth Services

745

Jun 30, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

674

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

659

Jun 30, 26

+449

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

657

Jun 30, 26

+500

0.00%

BlackRock, Inc.

645

Jun 30, 26

0.00%

HM PAYSON & CO

640

Jun 30, 26

0.00%

Westside Investment Management, Inc.

615

Jun 30, 26

+15

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

574

Jun 30, 26

0.00%

ESL Trust Services, LLC

543

Jun 30, 26

0.00%

Atlantic Private Wealth, LLC

528

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

516

Jun 30, 26

-5

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

500

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

488

Jun 30, 26

0.00%

Operose Advisors LLC

475

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

461

Jun 30, 26

+232

0.00%

CULLEN/FROST BANKERS, INC.

440

Jun 30, 26

+279

0.00%

Russell Investments Group, Ltd.

429

Jun 30, 26

+388

0.00%

VANGUARD ADVISERS INC

428

Jun 30, 26

+129

0.00%

Planning Strategies Inc.

381

Jun 30, 26

+381

0.00%

Abound Wealth Management

380

Jun 30, 26

-51

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

364

Jun 30, 26

-164

0.00%

GoalVest Advisory LLC

332

Jun 30, 26

0.00%

Regatta Research & Money Management

293

Jun 30, 26

+293

0.00%

Atlantic Union Bankshares Corp

246

Jun 30, 26

+246

0.00%

GAMMA Investing LLC

231

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

190

Jun 30, 26

+190

0.00%

SILVER OAK SECURITIES, INCORPORATED

136

Jun 30, 26

+136

0.00%

WOLFF WIESE MAGANA LLC

130

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

120

Jun 30, 26

0.00%

CBIZ Investment Advisory Services, LLC

116

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

107

Jun 30, 26

+107

0.00%

TD Capital Management LLC

104

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

Jun 30, 26

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

IFP Advisors, Inc

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

Jun 30, 26

+40

0.00%

Parallel Advisors, LLC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

-76

0.00%

Larson Financial Group LLC

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

Jun 30, 26

+28

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

0.00%

High Note Wealth, LLC

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

+13

0.00%

BESSEMER GROUP INC

Jun 30, 26

0.00%

Founders Capital Management

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-2.40K

SCS Capital Management LLC

Jun 30, 26

-3.11K

Linscomb & Williams, Inc.

Jun 30, 26

-1.80K

LWM Advisory Services, LLC

Jun 30, 26

-6.44K

MAI Capital Management

Jun 30, 26

-1.34K

Independent Advisor Alliance

Jun 30, 26

-175.33K

FINANCIAL CONSULATE, INC

Jun 30, 26

-15

JANE STREET GROUP, LLC

Jun 30, 26

-9.44K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-5.14K

Root Financial Partners, LLC

Jun 30, 26

-499

Sonoma Allocations LLC

Jun 30, 26

-97.08K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-260

First Command Advisory Services, Inc.

Jun 30, 26

-46

Physician Wealth Advisors, Inc.

Jun 30, 26

-9

Flaharty Asset Management, LLC

Jun 30, 26

-5.27K

LeClair Wealth Partners LLC

Jun 30, 26

-140.79K

GTS SECURITIES LLC

Jun 30, 26

-7.98K

Plante Moran Financial Advisors, LLC

Jun 30, 26

-64

Bank of New York Mellon Corp

1.69M

Mar 31, 26

+705.55K

2.44%

Allworth Financial LP

1.25M

Mar 31, 26

-12.41K

1.80%

RAYMOND JAMES FINANCIAL INC

1.01M

Mar 31, 26

+114.97K

1.46%

JONES FINANCIAL COMPANIES LLLP

988.54K

Mar 31, 26

+198.36K

1.43%

WELLS FARGO & COMPANY/MN

785.75K

Mar 31, 26

+11.06K

1.13%

Equitable Holdings, Inc.

532.47K

Mar 31, 26

+179.82K

0.77%

Cerity Partners LLC

385.64K

Mar 31, 26

+1.88K

0.56%

ENVESTNET ASSET MANAGEMENT INC

297.54K

Mar 31, 26

+139.78K

0.43%

Private Advisor Group, LLC

293.58K

Mar 31, 26

+38.79K

0.42%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

287.41K

Mar 31, 26

+10.88K

0.41%

Scarborough Advisors, LLC

264.70K

Mar 31, 26

+23.25K

0.38%

Asset Allocation Strategies LLC

256.24K

Mar 31, 26

+20.32K

0.37%

AXXCESS WEALTH MANAGEMENT, LLC

234.70K

Mar 31, 26

-99.78K

0.34%

Merit Financial Group, LLC

188.74K

Mar 31, 26

+13.49K

0.27%

MML INVESTORS SERVICES, LLC

184.69K

Mar 31, 26

-6.93K

0.27%

Independent Advisor Alliance

175.33K

Mar 31, 26

+175.33K

0.25%

Cadent Capital Advisors, LLC

169.17K

Mar 31, 26

+40.45K

0.24%

JPMORGAN CHASE & CO

162.55K

Mar 31, 26

+17.61K

0.23%

Cambridge Investment Research Advisors, Inc.

158.32K

Mar 31, 26

+27.65K

0.23%

Stratos Wealth Partners, LTD.

157.71K

Mar 31, 26

+18.83K

0.23%

HARBOUR INVESTMENTS, INC.

152.83K

Mar 31, 26

+40.75K

0.22%

Aspire Capital Advisors LLC

145.08K

Mar 31, 26

+23.15K

0.21%

Blue Water Asset Management

140.79K

Mar 31, 26

-1.88K

0.20%

Concurrent Investment Advisors, LLC

121.34K

Mar 31, 26

+88.62K

0.18%

Petix & Botte Co

102.98K

Mar 31, 26

+10.81K

0.15%

MONECO Advisors, LLC

93.17K

Mar 31, 26

+9.41K

0.13%

Mission Hills Financial Advisory, LLC

67.43K

Mar 31, 26

+1.20K

0.10%

Rockefeller Capital Management L.P.

64.79K

Mar 31, 26

+20.18K

0.09%

Avestar Capital, LLC

53.05K

Mar 31, 26

+1.05K

0.08%

RETIREMENT FINANCIAL SOLUTIONS, LLC

50.79K

Mar 31, 26

+36

0.07%

Intrua Financial, LLC

49.52K

Mar 31, 26

+5.50K

0.07%

AE Wealth Management LLC

48.70K

Mar 31, 26

+4.93K

0.07%

TRUIST FINANCIAL CORP

46.31K

Mar 31, 26

-40

0.07%

WJ Wealth Management, LLC

43.17K

Mar 31, 26

+43.17K

0.06%

RVW Wealth, LLC

42.55K

Mar 31, 26

-895

0.06%

Qube Research & Technologies Ltd

40.38K

Mar 31, 26

+17.16K

0.06%

Janney Montgomery Scott LLC

38.98K

Mar 31, 26

+14.61K

0.06%

Pensionmark Financial Group, LLC

38.51K

Mar 31, 26

+790

0.06%

Autumn Glory Partners, LLC

37.23K

Mar 31, 26

+37.23K

0.05%

Sunbelt Securities, Inc.

35.82K

Mar 31, 26

+5.01K

0.05%

Kelman-Lazarov, Inc.

32.52K

Mar 31, 26

-136

0.05%

INDEPENDENT FINANCIAL GROUP, LLC

31.35K

Mar 31, 26

+9.07K

0.05%

INTEGRITY WEALTH ADVISORS, INC.

31.12K

Mar 31, 26

+12.82K

0.04%

MGO ONE SEVEN LLC

25.53K

Mar 31, 26

+25.53K

0.04%

Simplicity Wealth,LLC

22.78K

Mar 31, 26

+3.07K

0.03%

Rodgers & Associates, LTD

21.84K

Mar 31, 26

-355

0.03%

TCFG WEALTH MANAGEMENT, LLC

21.79K

Mar 31, 26

+666

0.03%

Key Client Fiduciary Advisors, LLC

21.28K

Mar 31, 26

+394

0.03%

AQR CAPITAL MANAGEMENT LLC

20.92K

Mar 31, 26

0.03%

FIRETHORN WEALTH PARTNERS, LLC

20.64K

Mar 31, 26

+6.75K

0.03%

E&G Advisors, LP

18.74K

Mar 31, 26

+260

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

17.09K

Mar 31, 26

-1.15K

0.02%

Golden State Wealth Management, LLC

16.61K

Mar 31, 26

-1.80K

0.02%

NATIXIS ADVISORS, L.P.

16.22K

Mar 31, 26

+16.22K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

14.70K

Mar 31, 26

+1.50K

0.02%

Atria Investments, Inc

14.54K

Mar 31, 26

-1.31K

0.02%

Ameritas Investment Partners, Inc.

13.65K

Mar 31, 26

+12.34K

0.02%

Patriot Financial Group Insurance Agency, LLC

13.57K

Mar 31, 26

+6.94K

0.02%

CREATIVE FINANCIAL DESIGNS INC /ADV

13.16K

Mar 31, 26

+13.16K

0.02%

Holistic Planning, LLC

12.34K

Mar 31, 26

-76

0.02%

Secure Asset Management, LLC

10.74K

Mar 31, 26

+1.29K

0.02%

Dynamic Advisor Solutions LLC

10.63K

Mar 31, 26

-144

0.02%

PRINCIPAL SECURITIES, INC.

10.53K

Mar 31, 26

+7.05K

0.02%

Creative Planning

10.13K

Mar 31, 26

+1.55K

0.01%

WealthPlan Investment Management, LLC

9.47K

Mar 31, 26

+9.47K

0.01%

Snowden Capital Advisors LLC

8.38K

Mar 31, 26

-132

0.01%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

7.36K

Mar 31, 26

0.01%

Marshall Financial Group LLC

7.34K

Mar 31, 26

+46

0.01%

Kovack Advisors, Inc.

6.43K

Mar 31, 26

+298

0.01%

Savant Capital, LLC

6.28K

Mar 31, 26

+1.97K

0.01%

HighTower Advisors, LLC

6.14K

Mar 31, 26

-504

0.01%

Sowell Financial Services LLC

5.79K

Mar 31, 26

+5.79K

0.01%

Sigma Planning Corp

5.45K

Mar 31, 26

+1.68K

0.01%

WEDBUSH SECURITIES INC

5.11K

Mar 31, 26

+2.86K

0.01%

Integrated Advisors Network LLC

4.97K

Mar 31, 26

+2.28K

0.01%

Baird Financial Group, Inc.

4.77K

Mar 31, 26

-1.57K

0.01%

PENNINGTON PARTNERS & CO., LLC

4.69K

Mar 31, 26

0.01%

Signal Advisors Wealth, LLC

4.38K

Mar 31, 26

+4.38K

0.01%

CWM, LLC

4.05K

Mar 31, 26

+837

0.01%

Gotham Asset Management, LLC

3.80K

Mar 31, 26

0.01%

Buckingham Strategic Partners

3.60K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

3.51K

Mar 31, 26

-7

0.01%

Mutual Advisors, LLC

3.50K

Mar 31, 26

0.01%

Ameritas Advisory Services, LLC

3.20K

Mar 31, 26

+3.20K

0.00%

PACIFIC SUN FINANCIAL CORP

3.18K

Mar 31, 26

+20

0.00%

SCS Capital Management LLC

3.11K

Mar 31, 26

0.00%

Financial Partners Group, Inc

3.09K

Mar 31, 26

-265

0.00%

Diligent Investors, LLC

3.02K

Mar 31, 26

-30

0.00%

Apollon Wealth Management, LLC

2.96K

Mar 31, 26

-1.09K

0.00%

Main Street Group, LTD

2.80K

Mar 31, 26

-84

0.00%

Turning Point Benefit Group, Inc.

2.71K

Mar 31, 26

+1.45K

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

2.70K

Mar 31, 26

+74

0.00%

USAdvisors Wealth Management, LLC

2.66K

Mar 31, 26

+188

0.00%

Marks Group Wealth Management, Inc

2.52K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

2.40K

Mar 31, 26

+63

0.00%

PINNACLE ASSOCIATES LTD

2.38K

Mar 31, 26

0.00%

DAVENPORT & Co LLC

2.31K

Mar 31, 26

+525

0.00%

Jacobi Capital Management LLC

2.20K

Mar 31, 26

-62

0.00%

BROWN BROTHERS HARRIMAN & CO

2.18K

Mar 31, 26

0.00%

Lantern Wealth Advisors, LLC

2.16K

Mar 31, 26

+2.16K

0.00%

OPPENHEIMER & CO INC

2.15K

Mar 31, 26

0.00%

Argent Trust Co

2.01K

Mar 31, 26

+2.01K

0.00%

Savvy Advisors, Inc.

1.90K

Mar 31, 26

+1.90K

0.00%

Atlas Brown,Inc.

1.87K

Mar 31, 26

0.00%

LOWERY THOMAS, LLC

1.86K

Mar 31, 26

0.00%

MCF Advisors LLC

1.84K

Mar 31, 26

+1.84K

0.00%

Marmo Financial Group, LLC

1.83K

Mar 31, 26

-40

0.00%

Linscomb & Williams, Inc.

1.80K

Mar 31, 26

+1.80K

0.00%

Pflug Koory, LLC

1.56K

Mar 31, 26

0.00%

MAI Capital Management

1.34K

Mar 31, 26

+778

0.00%

US BANCORP \DE\

1.23K

Mar 31, 26

+34

0.00%

AlphaCore Capital LLC

1.18K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

1.09K

Mar 31, 26

+1.09K

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.08K

Mar 31, 26

-317

0.00%

NATIONAL BANK OF CANADA /FI/

1.04K

Mar 31, 26

+1.04K

0.00%

ASSETMARK, INC

953

Mar 31, 26

+478

0.00%

SRS Capital Advisors, Inc.

926

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

826

Mar 31, 26

+826

0.00%

Avion Wealth

784

Mar 31, 26

+13

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

674

Mar 31, 26

+333

0.00%

BlackRock, Inc.

644

Mar 31, 26

+366

0.00%

ESL Trust Services, LLC

543

Mar 31, 26

0.00%

Atlantic Private Wealth, LLC

528

Mar 31, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

500

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

488

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

340

Mar 31, 26

0.00%

GoalVest Advisory LLC

332

Mar 31, 26

+109

0.00%

VANGUARD ADVISERS INC

299

Mar 31, 26

+299

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

260

Mar 31, 26

+260

0.00%

Capital Investment Advisory Services, LLC

229

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

210

Mar 31, 26

0.00%

Anfield Capital Management, LLC

170

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

161

Mar 31, 26

+161

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

157

Mar 31, 26

0.00%

CoreCap Advisors, LLC

110

Mar 31, 26

+110

0.00%

TD Capital Management LLC

103

Mar 31, 26

0.00%

SOA Wealth Advisors, LLC.

Mar 31, 26

0.00%

Archer Investment Corp

Mar 31, 26

-190

0.00%

Plante Moran Financial Advisors, LLC

Mar 31, 26

+64

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

+46

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

+16

0.00%

High Note Wealth, LLC

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

Mar 31, 26

0.00%

Founders Capital Management

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

-70

CI Private Wealth, LLC

Mar 31, 26

-3.37K

Jump Financial, LLC

Mar 31, 26

-2.96K

Clearstead Advisors, LLC

Mar 31, 26

-1.87K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-8.90K

COMERICA BANK

11.22K

Dec 31, 25

+1.27K

0.02%

Heritage Financial Services, LLC

2.00K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

104

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-150

PINNACLE FINANCIAL PARTNERS INC

1.84K

Sep 30, 25

+1.84K

0.00%

Lowe Wealth Advisors, LLC

200

Sep 30, 25

-100

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

119

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

183.78K

Jun 30, 25

+21.37K

0.27%

Atria Wealth Solutions, Inc.

7.76K

Jun 30, 25

-66.98K

0.01%

HICKORY ASSET MANAGEMENT, INC.

2.35K

Jun 30, 25

+2.35K

0.00%

First Horizon Advisors, Inc.

221

Jun 30, 25

+221

0.00%

Orion Portfolio Solutions, LLC

4.31K

Mar 31, 25

+1.74K

0.01%

Lindbrook Capital, LLC

1.25K

Mar 31, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-4.09K

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

2.92K

Dec 31, 24

+2.92K

0.00%

Edge Capital Group, LLC

209

Dec 31, 24

-2.90K

0.00%

Raymond James Financial Services Advisors, Inc.

495.98K

Sep 30, 24

-32.55K

0.72%

RAYMOND JAMES & ASSOCIATES

61.57K

Sep 30, 24

+2.13K

0.09%

RAYMOND JAMES TRUST N.A.

4.59K

Sep 30, 24

-512

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

30.54K

Jun 30, 24

-151

0.04%

Solano Wealth Management, Inc.

21.66K

Jun 30, 24

-388

0.03%

Cetera Advisor Networks LLC

94.71K

Mar 31, 24

+31.47K

0.14%

Cetera Advisors LLC

8.73K

Mar 31, 24

+451

0.01%

PROVENCE WEALTH MANAGEMENT GROUP

265

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.23K

Sep 30, 23

-25

0.01%

Kalos Management, Inc.

5.98K

Jun 30, 23

-23

0.01%

Domani Wealth, LLC

4.28K

Mar 31, 23

0.01%

Ford Financial Group, LLC

Mar 31, 23

-45.78K

Laurel Wealth Advisors, Inc.

3.12K

Dec 31, 22

+28

0.00%

Sargent Bickham Lagudis LLC

Dec 31, 22

-60

MARINER INDEPENDENT ADVISOR NETWORK, LLC

117.87K

Sep 30, 22

+66.38K

0.17%

American Portfolios Advisors

18.19K

Sep 30, 22

+100

0.03%

55I, LLC

12.97K

Sep 30, 22

+8.77K

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

1.00K

Sep 30, 22

+1.00K

0.00%

FourThought Financial, LLC

469

Sep 30, 22

0.00%

Pinnacle Private Wealth, LLC

15.60K

Jun 30, 22

-350

0.02%

Nauset Wealth Management. LLC

Mar 31, 22

+40

0.00%

Barrett Asset Management, LLC

Mar 31, 22

-165

Carroll Financial Associates, Inc.

100

Dec 31, 21

0.00%

Ameritas Investment Company, LLC

5.17K

Sep 30, 21

0.01%

Winslow, Evans & Crocker, Inc.

1.80K

Dec 31, 20

+350

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

176.72K

Dec 31, 19

+5.25K

0.25%

Advisor Group, Inc.

93.11K

Dec 31, 19

-55.56K

0.13%

BB&T SECURITIES, LLC

9.59K

Sep 30, 19

-27.95K

0.01%