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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| STATE STREET CORP | 6.03M | Jun 30, 26 | -108.86K | 24.59% |
| HUNTINGTON NATIONAL BANK | 1.60M | Jun 30, 26 | +7.54K | 6.54% |
| Bank of New York Mellon Corp | 1.59M | Jun 30, 26 | +47.03K | 6.50% |
| BANK OF AMERICA CORP /DE/ | 1.57M | Jun 30, 26 | -371 | 6.40% |
| GLENMEDE TRUST CO NA | 739.57K | Jun 30, 26 | -9.46K | 3.02% |
| Quent Capital, LLC | 618.77K | Jun 30, 26 | +25.14K | 2.52% |
| ENVESTNET ASSET MANAGEMENT INC | 568.29K | Jun 30, 26 | +209.65K | 2.32% |
| MORGAN STANLEY | 507.08K | Jun 30, 26 | +6.74K | 2.07% |
| RAYMOND JAMES FINANCIAL INC | 471.70K | Jun 30, 26 | -10.95K | 1.92% |
| GOLDMAN SACHS GROUP INC | 396.34K | Jun 30, 26 | -29.10K | 1.62% |
| Mariner, LLC | 305.08K | Jun 30, 26 | -3.43K | 1.24% |
| BRIGHTON JONES LLC | 282.84K | Jun 30, 26 | +1.33K | 1.15% |
| LPL Financial LLC | 268.25K | Jun 30, 26 | +40.20K | 1.09% |
| Cerity Partners LLC | 237.46K | Jun 30, 26 | +11.44K | 0.97% |
| JONES FINANCIAL COMPANIES LLLP | 218.13K | Jun 30, 26 | +4.80K | 0.89% |
| HSBC HOLDINGS PLC | 212.43K | Jun 30, 26 | +565 | 0.87% |
| Modera Wealth Management, LLC | 197.93K | Jun 30, 26 | -6.14K | 0.81% |
| Avidian Wealth Solutions, LLC | 153.22K | Jun 30, 26 | +1.53K | 0.62% |
| Addis & Hill, Inc | 145.64K | Jun 30, 26 | -1.73K | 0.59% |
| Odyssey Group, LLC | 133.75K | Jun 30, 26 | +133.75K | 0.55% |
| White & Co Financial Planning Inc | 131.16K | Jun 30, 26 | +2.72K | 0.53% |
| Orin Green Financial, LLC | 116.45K | Jun 30, 26 | -1.36K | 0.47% |
| Valmark Advisers, Inc. | 105.43K | Jun 30, 26 | -223 | 0.43% |
| Waldron Private Wealth LLC | 103.51K | Jun 30, 26 | -2.21K | 0.42% |
| HighTower Advisors, LLC | 103.26K | Jun 30, 26 | -3.43K | 0.42% |
| MML INVESTORS SERVICES, LLC | 102.36K | Jun 30, 26 | +6.14K | 0.42% |
| OneAscent Financial Services LLC | 96.04K | Jun 30, 26 | +694 | 0.39% |
| JFS WEALTH ADVISORS, LLC | 94.54K | Jun 30, 26 | +2.66K | 0.39% |
| Brooklyn FI, LLC | 91.94K | Jun 30, 26 | -1.27K | 0.37% |
| Hills Bank & Trust Co | 89.55K | Jun 30, 26 | +893 | 0.37% |
| Cambridge Investment Research Advisors, Inc. | 87.16K | Jun 30, 26 | +5.73K | 0.36% |
| Foster Victor Wealth Advisors, LLC | 83.13K | Jun 30, 26 | +83.13K | 0.34% |
| PARK AVENUE SECURITIES LLC | 80.26K | Jun 30, 26 | +2.54K | 0.33% |
| Beacon Pointe Advisors, LLC | 72.84K | Jun 30, 26 | -1.72K | 0.30% |
| NATIXIS ADVISORS, L.P. | 70.14K | Jun 30, 26 | +416 | 0.29% |
| Cetera Investment Advisers | 69.78K | Jun 30, 26 | +277 | 0.28% |
| M&T BANK CORP | 67.32K | Jun 30, 26 | -170 | 0.27% |
| Sanctuary Advisors, LLC | 66.00K | Jun 30, 26 | +1.70K | 0.27% |
| Capstone Financial Advisors, Inc. | 63.13K | Jun 30, 26 | -3.08K | 0.26% |
| Colony Group, LLC | 59.28K | Jun 30, 26 | -2.74K | 0.24% |
| EP Wealth Advisors, LLC | 55.83K | Jun 30, 26 | +8.18K | 0.23% |
| Moss Adams Wealth Advisors LLC | 55.78K | Jun 30, 26 | -900 | 0.23% |
| MERCER GLOBAL ADVISORS INC /ADV | 54.99K | Jun 30, 26 | -4.76K | 0.22% |
| ROYAL BANK OF CANADA | 54.25K | Jun 30, 26 | -518 | 0.22% |
| Banque Cantonale Vaudoise | 53.32K | Jun 30, 26 | +2.25K | 0.22% |
| Capital Investment Management, Inc. | 47.11K | Jun 30, 26 | +612 | 0.19% |
| FSM Wealth Advisors, LLC | 45.67K | Jun 30, 26 | -1.45K | 0.19% |
| Simplicity Wealth,LLC | 42.32K | Jun 30, 26 | +3.70K | 0.17% |
| ALTFEST L J & CO INC | 39.82K | Jun 30, 26 | +468 | 0.16% |
| GREAT VALLEY ADVISOR GROUP, INC. | 39.65K | Jun 30, 26 | +837 | 0.16% |
| Columbia River Financial Group, LLC | 38.73K | Jun 30, 26 | +3.47K | 0.16% |
| Savant Capital, LLC | 38.04K | Jun 30, 26 | +18.84K | 0.16% |
| BLAIR WILLIAM & CO/IL | 36.88K | Jun 30, 26 | -1.35K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 35.87K | Jun 30, 26 | +9.09K | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35.29K | Jun 30, 26 | -587 | 0.14% |
| BARCLAYS PLC | 31.37K | Jun 30, 26 | -2.43K | 0.13% |
| Boltwood Capital Management | 30.93K | Jun 30, 26 | +2.50K | 0.13% |
| Abacus Planning Group, Inc. | 28.98K | Jun 30, 26 | -1.93K | 0.12% |
| WELLS FARGO & COMPANY/MN | 28.75K | Jun 30, 26 | -16.75K | 0.12% |
| New England Private Wealth Advisors LLC | 26.37K | Jun 30, 26 | +231 | 0.11% |
| Brand Asset Management Group, Inc. | 26.09K | Jun 30, 26 | +95 | 0.11% |
| Brinker Capital Investments, LLC | 25.86K | Jun 30, 26 | +2.47K | 0.11% |
| IFG Advisory, LLC | 25.27K | Jun 30, 26 | +25.27K | 0.10% |
| UBS Group AG | 24.42K | Jun 30, 26 | +371 | 0.10% |
| WLTH Capital Management, LLC | 24.42K | Jun 30, 26 | -70.91K | 0.10% |
| NBC SECURITIES, INC. | 23.45K | Jun 30, 26 | +944 | 0.10% |
| Lester Murray Antman dba SimplyRich | 23.24K | Jun 30, 26 | -- | 0.09% |
| HHM Wealth Advisors, LLC | 22.49K | Jun 30, 26 | -711 | 0.09% |
| Independent Advisor Alliance | 22.01K | Jun 30, 26 | -105 | 0.09% |
| BIP Wealth, LLC | 21.70K | Jun 30, 26 | +814 | 0.09% |
| RFG Advisory, LLC | 20.88K | Jun 30, 26 | +47 | 0.09% |
| Creative Planning | 20.80K | Jun 30, 26 | -640 | 0.08% |
| Aspire Private Capital, LLC | 20.45K | Jun 30, 26 | +728 | 0.08% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 20.05K | Jun 30, 26 | +21 | 0.08% |
| Concurrent Investment Advisors, LLC | 19.43K | Jun 30, 26 | +961 | 0.08% |
| ORBA Wealth Advisors, L.L.C. | 19.20K | Jun 30, 26 | +4.00K | 0.08% |
| One Capital Management, LLC | 18.33K | Jun 30, 26 | -- | 0.07% |
| TRUIST FINANCIAL CORP | 17.33K | Jun 30, 26 | +4.04K | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.25K | Jun 30, 26 | +17.25K | 0.07% |
| FIFTH THIRD BANCORP | 16.20K | Jun 30, 26 | -535 | 0.07% |
| Pathstone Holdings, LLC | 15.74K | Jun 30, 26 | +15.74K | 0.06% |
| XML Financial, LLC | 15.08K | Jun 30, 26 | -656 | 0.06% |
| Arkos Global Advisors | 14.70K | Jun 30, 26 | -221 | 0.06% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 14.19K | Jun 30, 26 | -272 | 0.06% |
| Apella Capital, LLC | 13.79K | Jun 30, 26 | -600 | 0.06% |
| Family Office Research LLC | 13.68K | Jun 30, 26 | +61 | 0.06% |
| FIDUCIARY FINANCIAL GROUP, LLC | 13.63K | Jun 30, 26 | -849 | 0.06% |
| OLD NATIONAL BANCORP /IN/ | 13.30K | Jun 30, 26 | -- | 0.05% |
| Private Advisor Group, LLC | 12.65K | Jun 30, 26 | -634 | 0.05% |
| MPS Loria Financial Planners, LLC | 12.49K | Jun 30, 26 | +708 | 0.05% |
| HARBOUR INVESTMENTS, INC. | 11.53K | Jun 30, 26 | +1.61K | 0.05% |
| FDx Advisors, Inc. | 10.96K | Jun 30, 26 | +14 | 0.04% |
| US BANCORP \DE\ | 10.34K | Jun 30, 26 | +3.03K | 0.04% |
| COURIER CAPITAL LLC | 10.13K | Jun 30, 26 | -- | 0.04% |
| Belpointe Asset Management LLC | 10.06K | Jun 30, 26 | -727 | 0.04% |
| J.W. COLE ADVISORS, INC. | 10.05K | Jun 30, 26 | +1.47K | 0.04% |
| SageView Advisory Group, LLC | 9.26K | Jun 30, 26 | +493 | 0.04% |
| Baird Financial Group, Inc. | 9.17K | Jun 30, 26 | +344 | 0.04% |
| INNEALTA CAPITAL, LLC | 9.16K | Jun 30, 26 | +93 | 0.04% |
| Sincerus Advisory, LLC | 8.56K | Jun 30, 26 | +2.14K | 0.03% |
| BlueChip Wealth Advisors LLC | 8.41K | Jun 30, 26 | +8.41K | 0.03% |
| ASSETMARK, INC | 8.01K | Jun 30, 26 | +7.98K | 0.03% |
| FC Advisory LLC | 7.49K | Jun 30, 26 | +371 | 0.03% |
| Aquire Wealth Advisors, LLC | 7.38K | Jun 30, 26 | -796 | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.13K | Jun 30, 26 | +374 | 0.03% |
| NOMURA ASSET MANAGEMENT CO LTD | 7.00K | Jun 30, 26 | -- | 0.03% |
| Evanson Financial, LLC | 6.47K | Jun 30, 26 | +6.47K | 0.03% |
| Tilson Financial Group, Inc. | 6.47K | Jun 30, 26 | -565 | 0.03% |
| NICOLET BANKSHARES INC | 6.13K | Jun 30, 26 | -73 | 0.03% |
| PCB Capital LLC | 6.12K | Jun 30, 26 | +1.12K | 0.02% |
| Integrated Advisors Network LLC | 5.86K | Jun 30, 26 | -513 | 0.02% |
| Atria Investments, Inc | 5.70K | Jun 30, 26 | +775 | 0.02% |
| Integrated Wealth Concepts LLC | 5.61K | Jun 30, 26 | +5.61K | 0.02% |
| Envision Financial LLC | 5.49K | Jun 30, 26 | -3.38K | 0.02% |
| Keystone Financial Group | 5.46K | Jun 30, 26 | +211 | 0.02% |
| Sowell Financial Services LLC | 5.45K | Jun 30, 26 | +273 | 0.02% |
| JPMORGAN CHASE & CO | 5.44K | Jun 30, 26 | +1.26K | 0.02% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 5.37K | Jun 30, 26 | -- | 0.02% |
| Lifeworks Advisors, LLC | 5.36K | Jun 30, 26 | -125 | 0.02% |
| Endowment Wealth Management, Inc. | 5.31K | Jun 30, 26 | -635 | 0.02% |
| Emerald Advisors, LLC | 5.24K | Jun 30, 26 | -112 | 0.02% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.20K | Jun 30, 26 | -176 | 0.02% |
| Kondo Wealth Advisors, Inc. | 4.91K | Jun 30, 26 | -29 | 0.02% |
| USAdvisors Wealth Management, LLC | 4.85K | Jun 30, 26 | +34 | 0.02% |
| HOGE FINANCIAL SERVICES, LLC | 4.74K | Jun 30, 26 | -202 | 0.02% |
| MAI Capital Management | 4.56K | Jun 30, 26 | -1.08K | 0.02% |
| Walkner Condon Financial Advisors LLC | 4.50K | Jun 30, 26 | +33 | 0.02% |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 4.25K | Jun 30, 26 | +4.25K | 0.02% |
| AE Wealth Management LLC | 4.20K | Jun 30, 26 | +356 | 0.02% |
| NewEdge Advisors, LLC | 4.10K | Jun 30, 26 | +3.93K | 0.02% |
| Vertex Planning Partners, LLC | 4.09K | Jun 30, 26 | +4.09K | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.90K | Jun 30, 26 | +284 | 0.02% |
| GW&K Investment Management, LLC | 3.81K | Jun 30, 26 | -- | 0.02% |
| Smithfield Trust Co | 3.66K | Jun 30, 26 | -- | 0.01% |
| N.E.W. Advisory Services LLC | 3.57K | Jun 30, 26 | -65 | 0.01% |
| Joseph Group Capital Management | 3.09K | Jun 30, 26 | +1.57K | 0.01% |
| Ancora Advisors, LLC | 2.96K | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 2.74K | Jun 30, 26 | +787 | 0.01% |
| CoreCap Advisors, LLC | 2.58K | Jun 30, 26 | -228 | 0.01% |
| IFP Advisors, Inc | 2.57K | Jun 30, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 2.55K | Jun 30, 26 | -- | 0.01% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2.39K | Jun 30, 26 | -22 | 0.01% |
| First Command Advisory Services, Inc. | 2.00K | Jun 30, 26 | -754 | 0.01% |
| EverSource Wealth Advisors, LLC | 1.97K | Jun 30, 26 | -- | 0.01% |
| Medallion Wealth Advisors, LLC | 1.83K | Jun 30, 26 | -105 | 0.01% |
| Parallel Advisors, LLC | 1.59K | Jun 30, 26 | +38 | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 1.59K | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.50K | Jun 30, 26 | +1.45K | 0.01% |
| FAS Wealth Partners, Inc. | 1.38K | Jun 30, 26 | +12 | 0.01% |
| Ameritas Advisory Services, LLC | 1.25K | Jun 30, 26 | +1.25K | 0.01% |
| Smartleaf Asset Management LLC | 1.22K | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 1.13K | Jun 30, 26 | +485 | 0.00% |
| Larson Financial Group LLC | 953 | Jun 30, 26 | -694 | 0.00% |
| Global Retirement Partners, LLC | 940 | Jun 30, 26 | +940 | 0.00% |
| FIRST COMMUNITY TRUST NA | 900 | Jun 30, 26 | -- | 0.00% |
| Ironwood Wealth Management, LLC. | 847 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 732 | Jun 30, 26 | -34.67K | 0.00% |
| Clearstead Advisors, LLC | 705 | Jun 30, 26 | +435 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 676 | Jun 30, 26 | +615 | 0.00% |
| AdvisorNet Financial, Inc | 534 | Jun 30, 26 | +1 | 0.00% |
| Coston, McIsaac & Partners | 397 | Jun 30, 26 | +397 | 0.00% |
| Capital Analysts, LLC | 392 | Jun 30, 26 | -299 | 0.00% |
| Buck Wealth Strategies, LLC | 361 | Jun 30, 26 | +361 | 0.00% |
| Wilkerson Advisory Group LLC | 355 | Jun 30, 26 | +3 | 0.00% |
| NBT BANK N A /NY | 346 | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 332 | Jun 30, 26 | +332 | 0.00% |
| Bruce G. Allen Investments, LLC | 327 | Jun 30, 26 | +3 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 300 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 287 | Jun 30, 26 | -543 | 0.00% |
| Geneos Wealth Management Inc. | 215 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 205 | Jun 30, 26 | -40 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 200 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 180 | Jun 30, 26 | +180 | 0.00% |
| Keating Financial Advisory Services, Inc. | 166 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 162 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 156 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 151 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 150 | Jun 30, 26 | -- | 0.00% |
| MCDONALD PARTNERS LLC | 139 | Jun 30, 26 | +139 | 0.00% |
| Aptus Capital Advisors, LLC | 139 | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 120 | Jun 30, 26 | -105 | 0.00% |
| Cherry Tree Wealth Management, LLC | 106 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 90 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 88 | Jun 30, 26 | +88 | 0.00% |
| Golden State Wealth Management, LLC | 87 | Jun 30, 26 | -- | 0.00% |
| Coastal Investment Advisors, Inc. | 83 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 81 | Jun 30, 26 | +81 | 0.00% |
| Longview Financial Advisors LLC | 81 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 79 | Jun 30, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 78 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 78 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 70 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 68 | Jun 30, 26 | -3.01K | 0.00% |
| Capital Investment Advisory Services, LLC | 66 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 62 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 62 | Jun 30, 26 | +30 | 0.00% |
| Murphy & Mullick Capital Management Corp | 62 | Jun 30, 26 | -- | 0.00% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 53 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 43 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 38 | Jun 30, 26 | -- | 0.00% |
| VIMA LLC | 33 | Jun 30, 26 | +33 | 0.00% |
| Glass Jacobson Investment Advisors llc | 30 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 27 | Jun 30, 26 | -72 | 0.00% |
| Heritage Wealth Advisors | 21 | Jun 30, 26 | +21 | 0.00% |
| ORG Wealth Partners, LLC | 17 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| Tradewinds Capital Management, LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| Bogart Wealth, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 5 | Jun 30, 26 | -24 | 0.00% |
| JIM SAULNIER & ASSOCIATES, LLC | -- | Jun 30, 26 | -6.53K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -2 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -139 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -34 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -10 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -88 | -- |
| Lunt Capital Management, Inc. | -- | Jun 30, 26 | -10.21K | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -292 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -179 | -- |
| Raleigh Capital Management Inc. | -- | Jun 30, 26 | -109 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -1 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -96 | -- |
| Farmers & Merchants Trust Co of Chambersburg PA | -- | Jun 30, 26 | -298 | -- |
| Quest 10 Wealth Builders, Inc. | -- | Jun 30, 26 | -12 | -- |
| Discipline Wealth Solutions, LLC | -- | Jun 30, 26 | -5.49K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -35.00K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -23.23K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -247 | -- |
| HORIZON BANCORP INC /IN/ | -- | Jun 30, 26 | -41 | -- |
| CWM, LLC | 25.27K | Mar 31, 26 | -82 | 0.10% |
| Efficient Advisors, LLC | 8.46K | Mar 31, 26 | -1.37K | 0.03% |
| Evanson Asset Management, LLC | 6.47K | Mar 31, 26 | -- | 0.03% |
| Sunbelt Securities, Inc. | 161 | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -11.45K | -- |
| Quent Long Short Global Small Cap Fund, LP | 517.99K | Dec 31, 25 | +517.99K | 2.11% |
| Austin Private Wealth, LLC | 75.90K | Dec 31, 25 | +6.47K | 0.31% |
| NICOLET ADVISORY SERVICES, LLC | 6.40K | Dec 31, 25 | -1.44K | 0.03% |
| COMERICA BANK | 355 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -484 | -- |
| Total Wealth Planning, LLC | -- | Dec 31, 25 | -26.09K | -- |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -71 | -- |
| Glenmede Investment Management, LP | 765.59K | Sep 30, 25 | -11.21K | 3.12% |
| AllSquare Wealth Management LLC | 22 | Sep 30, 25 | -- | 0.00% |
| DHK Financial Advisors, Inc. | 25.48K | Jun 30, 25 | +257 | 0.10% |
| AVANTAX ADVISORY SERVICES, INC. | 24.96K | Jun 30, 25 | +262 | 0.10% |
| Iron Horse Wealth Management, LLC | 106 | Jun 30, 25 | -- | 0.00% |
| Legacy Investment Solutions, LLC | 96 | Jun 30, 25 | +96 | 0.00% |
| Rappaport Reiches Capital Management, LLC | 76.60K | Mar 31, 25 | +1.41K | 0.31% |
| Orion Portfolio Solutions, LLC | 14.12K | Mar 31, 25 | +1.65K | 0.06% |
| Cassady Schiller Wealth Management, LLC | 476 | Dec 31, 24 | +476 | 0.00% |
| WR Wealth Planners, LLC | 337 | Dec 31, 24 | +3 | 0.00% |
| Sugarloaf Wealth Management, LLC | 49 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -65 | -- |
| Raymond James Financial Services Advisors, Inc. | 597.27K | Sep 30, 24 | +5.76K | 2.44% |
| RAYMOND JAMES & ASSOCIATES | 311.58K | Sep 30, 24 | -8.32K | 1.27% |
| Edmonds Duncan Registered Investment Advisors, LLC | 9.48K | Sep 30, 24 | -- | 0.04% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 57.04K | Jun 30, 24 | -3.36K | 0.23% |
| Private Ocean, LLC | 2.70K | Jun 30, 24 | +25 | 0.01% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -94 | -- |
| Cetera Advisors LLC | 28.12K | Mar 31, 24 | +20.60K | 0.11% |
| Cetera Advisor Networks LLC | 7.51K | Mar 31, 24 | +134 | 0.03% |
| Retirement Group, LLC | 599 | Mar 31, 24 | +4 | 0.00% |
| Simplicity Solutions, LLC | 8.15K | Dec 31, 23 | +2.05K | 0.03% |
| FOSTER DYKEMA CABOT & CO INC/MA | 53 | Sep 30, 23 | -- | 0.00% |
| First Command Bank | 25.46K | Jun 30, 23 | -13.42K | 0.10% |
| First Command Financial Services, Inc. | 25.46K | Jun 30, 23 | -13.42K | 0.10% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -604 | -- |
| Sargent Bickham Lagudis LLC | -- | Dec 31, 22 | -15 | -- |
| WIPFLI FINANCIAL ADVISORS LLC, | 19.97K | Sep 30, 22 | +9.28K | 0.08% |
| MUFG Americas Holdings Corp | 661 | Sep 30, 22 | +261 | 0.00% |
| American Portfolios Advisors | 534 | Sep 30, 22 | +534 | 0.00% |
| Surevest, LLC | -- | Sep 30, 22 | -60 | -- |
| ACG Wealth | -- | Sep 30, 22 | -148 | -- |
| BALASA DINVERNO & FOLTZ LLC | -- | Sep 30, 22 | -5.81K | -- |
| Emerson Wealth, LLC | 150.68K | Jun 30, 22 | +2.49K | 0.61% |
| Cordasco Financial Network | 3.05K | Jun 30, 22 | -399 | 0.01% |
| HC FINANCIAL ADVISORS INC | 615 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | 168 | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -481 | -- |
| People's United Financial, Inc. | 301.11K | Mar 31, 22 | -48.67K | 1.23% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5.24K | Mar 31, 22 | -- | 0.02% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -2.50K | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7.35K | Sep 30, 21 | +110 | 0.03% |
| Alexandria Capital, LLC | 5.83K | Sep 30, 21 | -170 | 0.02% |
| BBVA USA | 888 | Sep 30, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -- | -- |
| PICTET ASSET MANAGEMENT LTD | 18.55K | Jun 30, 21 | +750 | 0.08% |
| Pinnacle Wealth Advisors | 4.92K | Jun 30, 21 | +4.92K | 0.02% |
| Winslow, Evans & Crocker, Inc. | 50 | Dec 31, 20 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 16.88K | Sep 30, 20 | +37 | 0.07% |
| Wealthspire Advisors, L.P. | 5.96K | Sep 30, 20 | -2.52K | 0.02% |
| QUANTUM CAPITAL MANAGEMENT | 1.95K | Sep 30, 20 | -27 | 0.01% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -165 | -- |
| Maxim Capital Management LLC | 76.14K | Jun 30, 20 | +256 | 0.31% |
| TRUEWEALTH LLC | 23.96K | Jun 30, 20 | -1.51K | 0.10% |
| 361 CAPITAL LLC | 9.35K | Jun 30, 20 | +888 | 0.04% |
| Huber Financial Advisors, LLC | 27.18K | Mar 31, 20 | -8.55K | 0.11% |
| BOYS ARNOLD & CO INC | 8.99K | Mar 31, 20 | -- | 0.04% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 2.12K | Mar 31, 20 | -3.72K | 0.01% |
| Stratford Consulting, LLC | 30 | Mar 31, 20 | +30 | 0.00% |
| Squar Milner Financial Services LLC | -- | Mar 31, 20 | -6.21K | -- |
| Advisor Group, Inc. | 60.51K | Dec 31, 19 | -13.27K | 0.25% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 24.54K | Dec 31, 19 | -5.39K | 0.10% |
| Beacon Pointe Wealth Advisors, LLC | 8.60K | Dec 31, 19 | +8.60K | 0.04% |
| Guidant Wealth Advisors | 15.81K | Sep 30, 19 | -1.00K | 0.06% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 252 | Sep 30, 19 | -19 | 0.00% |
| Belvedere Advisors LLC | 94 | Jun 30, 19 | -1.76K | 0.00% |
| Live Your Vision, LLC | 3.21K | Mar 31, 19 | +783 | 0.01% |
| Daiwa SB Investments Ltd. | 790 | Mar 31, 19 | +790 | 0.00% |
| NEXT Financial Holdings | 124 | Mar 31, 19 | +124 | 0.00% |
| BREMER TRUST NATIONAL ASSOCIATION | 3.04K | Dec 31, 18 | +3.04K | 0.01% |
| Ken Stern & Associates, Inc. | 6.24K | Sep 30, 18 | +1.56K | 0.03% |
| Vantage Investment Advisors, LLC | -- | Sep 30, 18 | -13 | -- |
| Edge Advisors, LLC | 22.22K | Jun 30, 18 | -- | 0.09% |
| Mosaic Financial Partners, Inc. | 13.27K | Jun 30, 18 | -- | 0.05% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -27.55K | -- |
| Barrington Strategic Wealth Management Group LLC | 13.46K | Sep 30, 17 | -580 | 0.05% |
| Concert Wealth Management Inc. | 13.36K | Sep 30, 17 | +1.16K | 0.05% |
| Commonwealth Equity Services, Inc | 186.61K | Jun 30, 17 | +1.38K | 0.76% |
| iAB Financial Bank | 25.61K | Jun 30, 17 | -4.42K | 0.10% |
| Virtu KCG Holdings LLC | 19.59K | Jun 30, 17 | +19.59K | 0.08% |
| WFG Advisors, LP | 1.78K | Jun 30, 17 | -119 | 0.01% |
| MSI Financial Services Inc | 94.54K | Dec 31, 16 | -24.86K | 0.39% |
| Stanford Investment Group, Inc. | 500 | Dec 31, 16 | -- | 0.00% |
| KANALY TRUST CO | 176 | Dec 31, 16 | +176 | 0.00% |
| Gerstein Fisher | 12.57K | Sep 30, 16 | +637 | 0.05% |
| Counsel Portfolio Services Inc. | 54.97K | Jun 30, 16 | +1.83K | 0.22% |
| Tactical Allocation Group LLC | 53.03K | Jun 30, 16 | -7.82K | 0.22% |
| SOCIETE GENERALE | 29.40K | Jun 30, 16 | +29.40K | 0.12% |
| CURIAN CAPITAL LLC | 70.03K | Dec 31, 15 | -119.92K | 0.29% |
| MANAGED ACCOUNT ADVISORS LLC | 1.06M | Jun 30, 15 | +40.83K | 4.31% |
| BOSTON PRIVATE BANK & TRUST CO | 61.77K | Mar 31, 15 | -5.80K | 0.25% |
| BAIRD ROBERT W & CO INC /WI/ | 33.84K | Mar 31, 15 | +2.37K | 0.14% |
| NEW ENGLAND SECURITIES CORP /MA/ | 26.99K | Dec 31, 14 | +7.38K | 0.11% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -13.83K | -- |
| UBS AG | 290.43K | Sep 30, 14 | +33.23K | 1.18% |
| 1919 Investment Counsel, LLC | 708 | Sep 30, 14 | -- | 0.00% |
| Long Wharf Investors, Inc. | 44.69K | Jun 30, 14 | -1.14K | 0.18% |
| Strategic Capital Group LLC | 19.59K | Jun 30, 14 | +782 | 0.08% |
| Wilmington Trust, National Association | 17.63K | Jun 30, 14 | +7.46K | 0.07% |
| KMS FINANCIAL SERVICES, INC | 14.28K | Jun 30, 14 | -9.46K | 0.06% |
| WILMINGTON TRUST CO | 6.66K | Jun 30, 14 | +6.66K | 0.03% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -41.12K | -- |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -13.83K | -- |
| First Allied Securities, Inc. | 6.56K | Jun 30, 12 | -375 | 0.03% |