RWR(RWR)
RWR
$107.91—Stale · unknown old
NYSE • Last print unknown ago
$107.91—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 2.36M | Jun 30, 26 | +32.87K | 14.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.35M | Jun 30, 26 | +48.24K | 14.77% |
| Sixth Street Partners Management Company, L.P. | 2.35M | Jun 30, 26 | +2.35M | 14.77% |
| LPL Financial LLC | 485.75K | Jun 30, 26 | +41.56K | 3.05% |
| MASON STREET ADVISORS, LLC | 453.25K | Jun 30, 26 | +104.58K | 2.85% |
| WELLS FARGO & COMPANY/MN | 449.18K | Jun 30, 26 | +6.27K | 2.82% |
| MORGAN STANLEY | 357.04K | Jun 30, 26 | -16.77K | 2.24% |
| ENVESTNET ASSET MANAGEMENT INC | 340.21K | Jun 30, 26 | +11.60K | 2.14% |
| McMill Wealth Management | 307.26K | Jun 30, 26 | +596 | 1.93% |
| JPMORGAN CHASE & CO | 295.26K | Jun 30, 26 | -2.57K | 1.85% |
| BANK OF AMERICA CORP /DE/ | 285.24K | Jun 30, 26 | +5.55K | 1.79% |
| UBS Group AG | 275.55K | Jun 30, 26 | -35.07K | 1.73% |
| AMERIPRISE FINANCIAL INC | 220.35K | Jun 30, 26 | -16.71K | 1.38% |
| BlackRock, Inc. | 217.83K | Jun 30, 26 | +39.20K | 1.37% |
| TRUIST FINANCIAL CORP | 215.88K | Jun 30, 26 | -2.09K | 1.36% |
| Private Advisor Group, LLC | 141.94K | Jun 30, 26 | +2.32K | 0.89% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 130.29K | Jun 30, 26 | -14.27K | 0.82% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 118.88K | Jun 30, 26 | +11.49K | 0.75% |
| Frederick Financial Consultants, LLC | 110.07K | Jun 30, 26 | +2.77K | 0.69% |
| PATTON FUND MANAGEMENT, INC. | 107.49K | Jun 30, 26 | -6.98K | 0.68% |
| CAPITAL ADVISORS INC/OK | 93.98K | Jun 30, 26 | +93.98K | 0.59% |
| Coco Enterprises, LLC | 92.69K | Jun 30, 26 | -39.49K | 0.58% |
| Creative Planning | 92.16K | Jun 30, 26 | -3.19K | 0.58% |
| AFFINITY WEALTH LLC | 91.99K | Jun 30, 26 | +2.65K | 0.58% |
| St. Clair Advisors, LLC | 86.44K | Jun 30, 26 | -2.00K | 0.54% |
| ROYAL BANK OF CANADA | 84.49K | Jun 30, 26 | +26.17K | 0.53% |
| DT Investment Partners, LLC | 71.69K | Jun 30, 26 | +609 | 0.45% |
| Geneos Wealth Management Inc. | 64.33K | Jun 30, 26 | +2.02K | 0.40% |
| Alexis Investment Partners, LLC | 63.34K | Jun 30, 26 | +63.34K | 0.40% |
| MML INVESTORS SERVICES, LLC | 48.09K | Jun 30, 26 | +3.38K | 0.30% |
| NFP Retirement, Inc. | 42.29K | Jun 30, 26 | +524 | 0.27% |
| ASSETMARK, INC | 41.84K | Jun 30, 26 | +18.34K | 0.26% |
| CITIZENS FINANCIAL GROUP INC/RI | 40.94K | Jun 30, 26 | -796 | 0.26% |
| D. E. Shaw & Co., Inc. | 40.50K | Jun 30, 26 | +34.30K | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.69K | Jun 30, 26 | +18.00K | 0.25% |
| Tower Research Capital LLC (TRC) | 39.07K | Jun 30, 26 | -33.97K | 0.25% |
| GOLDMAN SACHS GROUP INC | 38.34K | Jun 30, 26 | -5.42K | 0.24% |
| CacheTech Inc. | 37.95K | Jun 30, 26 | +460 | 0.24% |
| Adams Wealth Management | 37.95K | Jun 30, 26 | +460 | 0.24% |
| Clearstead Advisors, LLC | 37.62K | Jun 30, 26 | -- | 0.24% |
| Kestra Advisory Services, LLC | 37.40K | Jun 30, 26 | -6.15K | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 37.02K | Jun 30, 26 | +514 | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.58K | Jun 30, 26 | -1.46K | 0.22% |
| Proficio Capital Partners LLC | 33.27K | Jun 30, 26 | +33.27K | 0.21% |
| Falcon Wealth Planning | 29.80K | Jun 30, 26 | +1.52K | 0.19% |
| SMITH, MOORE & CO. | 29.39K | Jun 30, 26 | -129 | 0.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 27.62K | Jun 30, 26 | +17 | 0.17% |
| FLOW TRADERS U.S. LLC | 27.38K | Jun 30, 26 | +27.38K | 0.17% |
| Cerity Partners LLC | 26.24K | Jun 30, 26 | +4.23K | 0.16% |
| Savant Capital, LLC | 25.25K | Jun 30, 26 | +14.82K | 0.16% |
| CITY HOLDING CO | 25.08K | Jun 30, 26 | +3.33K | 0.16% |
| REBALANCE, LLC | 24.57K | Jun 30, 26 | +917 | 0.15% |
| Pathstone Holdings, LLC | 23.18K | Jun 30, 26 | -- | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 23.00K | Jun 30, 26 | +2.39K | 0.14% |
| Cetera Investment Advisers | 19.48K | Jun 30, 26 | +1.99K | 0.12% |
| Envestnet Portfolio Solutions, Inc. | 19.09K | Jun 30, 26 | +19.09K | 0.12% |
| Beacon Pointe Advisors, LLC | 18.72K | Jun 30, 26 | +904 | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 18.64K | Jun 30, 26 | -2.19K | 0.12% |
| Bleakley Financial Group, LLC | 17.71K | Jun 30, 26 | +17.71K | 0.11% |
| Smallwood Wealth Investment Management, LLC | 17.63K | Jun 30, 26 | +574 | 0.11% |
| CAMBIENT FAMILY OFFICE, LLC | 16.83K | Jun 30, 26 | +1.52K | 0.11% |
| RENAISSANCE TECHNOLOGIES LLC | 16.60K | Jun 30, 26 | +16.60K | 0.10% |
| Vestmark Advisory Solutions, Inc. | 16.52K | Jun 30, 26 | -512 | 0.10% |
| SBI Securities Co., Ltd. | 15.88K | Jun 30, 26 | -84 | 0.10% |
| BANK OF MONTREAL /CAN/ | 15.55K | Jun 30, 26 | -2.27K | 0.10% |
| PARK AVENUE SECURITIES LLC | 14.35K | Jun 30, 26 | +7.84K | 0.09% |
| American Financial Advisors, LLC | 13.74K | Jun 30, 26 | -599 | 0.09% |
| M&T BANK CORP | 13.55K | Jun 30, 26 | -- | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 13.29K | Jun 30, 26 | +124 | 0.08% |
| HRT FINANCIAL LP | 13.26K | Jun 30, 26 | +516 | 0.08% |
| MOLLER FINANCIAL SERVICES | 13.11K | Jun 30, 26 | -- | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 13.00K | Jun 30, 26 | -322.90K | 0.08% |
| Omega Financial Group, LLC | 12.95K | Jun 30, 26 | +86 | 0.08% |
| NewEdge Advisors, LLC | 12.21K | Jun 30, 26 | +5.01K | 0.08% |
| Atlas Brown,Inc. | 12.07K | Jun 30, 26 | +3 | 0.08% |
| DAVIDSON TRUST CO | 12.00K | Jun 30, 26 | -- | 0.08% |
| Mariner, LLC | 11.80K | Jun 30, 26 | +167 | 0.07% |
| Bank of New York Mellon Corp | 11.71K | Jun 30, 26 | -3.71K | 0.07% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 11.66K | Jun 30, 26 | -593 | 0.07% |
| HighTower Advisors, LLC | 11.33K | Jun 30, 26 | -7.91K | 0.07% |
| Snowden Capital Advisors LLC | 11.10K | Jun 30, 26 | -4.25K | 0.07% |
| Lee Financial Co | 10.85K | Jun 30, 26 | +1.14K | 0.07% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10.81K | Jun 30, 26 | -- | 0.07% |
| US BANCORP \DE\ | 9.14K | Jun 30, 26 | -- | 0.06% |
| Gibson Capital, LLC | 8.99K | Jun 30, 26 | -- | 0.06% |
| GLENMEDE TRUST CO NA | 8.76K | Jun 30, 26 | -- | 0.05% |
| Summit Financial, LLC | 8.30K | Jun 30, 26 | -451 | 0.05% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | 8.28K | Jun 30, 26 | +1.50K | 0.05% |
| Lido Advisors, LLC | 7.84K | Jun 30, 26 | +1.36K | 0.05% |
| BROWN ADVISORY INC | 7.75K | Jun 30, 26 | -975 | 0.05% |
| Fund Evaluation Group, LLC | 7.57K | Jun 30, 26 | +7.57K | 0.05% |
| JANE STREET GROUP, LLC | 7.50K | Jun 30, 26 | -5.68K | 0.05% |
| SIMON QUICK ADVISORS, LLC | 7.26K | Jun 30, 26 | -- | 0.05% |
| Pinnacle Financial Partners, Inc. | 7.13K | Jun 30, 26 | -155 | 0.04% |
| Colony Group, LLC | 7.02K | Jun 30, 26 | +2.13K | 0.04% |
| CI Private Wealth, LLC | 6.64K | Jun 30, 26 | +1.70K | 0.04% |
| Clientfirst Wealth Management, LLC | 6.25K | Jun 30, 26 | -- | 0.04% |
| Baird Financial Group, Inc. | 6.17K | Jun 30, 26 | +1.44K | 0.04% |
| Onyx Bridge Wealth Group LLC | 6.02K | Jun 30, 26 | -212 | 0.04% |
| Key FInancial Inc | 5.73K | Jun 30, 26 | -- | 0.04% |
| Kohmann Bosshard Financial Services, LLC | 5.67K | Jun 30, 26 | -27 | 0.04% |
| Strategic Financial Partners, Ltd. | 5.52K | Jun 30, 26 | +190 | 0.03% |
| AWM CAPITAL, LLC | 5.41K | Jun 30, 26 | +19 | 0.03% |
| Sanctuary Advisors, LLC | 5.26K | Jun 30, 26 | +5.26K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 4.90K | Jun 30, 26 | +3.83K | 0.03% |
| Point72 Asset Management, L.P. | 4.87K | Jun 30, 26 | +4.87K | 0.03% |
| Urban Financial Advisory Corp | 4.72K | Jun 30, 26 | -8 | 0.03% |
| Farther Finance Advisors, LLC | 4.71K | Jun 30, 26 | -51 | 0.03% |
| Convergence Financial, LLC | 4.52K | Jun 30, 26 | +4.52K | 0.03% |
| Banque Transatlantique SA | 4.50K | Jun 30, 26 | -- | 0.03% |
| ARK & TLK INVESTMENTS, LLC | 4.47K | Jun 30, 26 | -- | 0.03% |
| WHITTIER TRUST CO OF NEVADA INC | 4.43K | Jun 30, 26 | -- | 0.03% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.40K | Jun 30, 26 | +313 | 0.03% |
| Resources Investment Advisors, LLC. | 4.36K | Jun 30, 26 | -- | 0.03% |
| FRANKLIN RESOURCES INC | 4.35K | Jun 30, 26 | -- | 0.03% |
| Wealthcare Advisory Partners LLC | 4.30K | Jun 30, 26 | -766 | 0.03% |
| Autumn Glory Partners, LLC | 4.25K | Jun 30, 26 | +4.25K | 0.03% |
| Sanibel Captiva Trust Company, Inc. | 4.21K | Jun 30, 26 | -200 | 0.03% |
| BURKE & HERBERT BANK & TRUST CO | 4.08K | Jun 30, 26 | +750 | 0.03% |
| Signal Advisors Wealth, LLC | 4.06K | Jun 30, 26 | +4.06K | 0.03% |
| Forum Financial Management, LP | 4.03K | Jun 30, 26 | -- | 0.03% |
| CIBC Bancorp USA Inc. | 4.01K | Jun 30, 26 | -- | 0.03% |
| CITIGROUP INC | 3.90K | Jun 30, 26 | -42.24K | 0.02% |
| WealthPoint Financial, LLC | 3.88K | Jun 30, 26 | +499 | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.78K | Jun 30, 26 | -276 | 0.02% |
| Moisand Fitzgerald Tamayo, LLC | 3.75K | Jun 30, 26 | -6 | 0.02% |
| STIFEL FINANCIAL CORP | 3.73K | Jun 30, 26 | -729 | 0.02% |
| Ameritas Advisory Services, LLC | 3.72K | Jun 30, 26 | +3.72K | 0.02% |
| FMR LLC | 3.57K | Jun 30, 26 | +273 | 0.02% |
| Arkadios Wealth Advisors | 3.48K | Jun 30, 26 | +3.48K | 0.02% |
| Atlas Legacy Advisors, LLC | 3.47K | Jun 30, 26 | -40 | 0.02% |
| Rockefeller Capital Management L.P. | 3.31K | Jun 30, 26 | -207 | 0.02% |
| FIFTH THIRD BANCORP | 3.22K | Jun 30, 26 | -33 | 0.02% |
| Trilogy Capital Inc. | 3.20K | Jun 30, 26 | -204 | 0.02% |
| Integrated Wealth Concepts LLC | 3.13K | Jun 30, 26 | +3.13K | 0.02% |
| Chicago Partners Investment Group LLC | 3.12K | Jun 30, 26 | +27 | 0.02% |
| LANDMARK WEALTH MANAGEMENT, INC. | 3.09K | Jun 30, 26 | +3.09K | 0.02% |
| Avion Wealth | 3.07K | Jun 30, 26 | -1.21K | 0.02% |
| ASPIRIANT, LLC | 3.04K | Jun 30, 26 | -- | 0.02% |
| Dorsey & Whitney Trust CO LLC | 3.00K | Jun 30, 26 | -- | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 2.98K | Jun 30, 26 | -100 | 0.02% |
| Wealthspire Advisors, LLC | 2.96K | Jun 30, 26 | -24 | 0.02% |
| Merit Financial Group, LLC | 2.93K | Jun 30, 26 | -209 | 0.02% |
| Janney Montgomery Scott LLC | 2.89K | Jun 30, 26 | -- | 0.02% |
| Lewis Asset Management, LLC | 2.88K | Jun 30, 26 | +114 | 0.02% |
| PRINCIPAL SECURITIES, INC. | 2.83K | Jun 30, 26 | +2.83K | 0.02% |
| PRIVATE TRUST CO NA | 2.80K | Jun 30, 26 | +810 | 0.02% |
| BEACON FINANCIAL GROUP | 2.79K | Jun 30, 26 | -- | 0.02% |
| JFS WEALTH ADVISORS, LLC | 2.78K | Jun 30, 26 | +10 | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 2.77K | Jun 30, 26 | +366 | 0.02% |
| SMART Wealth LLC | 2.75K | Jun 30, 26 | +2.75K | 0.02% |
| AE Wealth Management LLC | 2.72K | Jun 30, 26 | +2.64K | 0.02% |
| NIXON PEABODY TRUST CO | 2.65K | Jun 30, 26 | +2.65K | 0.02% |
| Plancorp, LLC | 2.65K | Jun 30, 26 | +2.65K | 0.02% |
| ALLSTREET CAPITAL ADVISORS LLC | 2.63K | Jun 30, 26 | -- | 0.02% |
| CULLEN/FROST BANKERS, INC. | 2.62K | Jun 30, 26 | +1 | 0.02% |
| SouthState Corp | 2.60K | Jun 30, 26 | -- | 0.02% |
| NWAM LLC | 2.57K | Jun 30, 26 | +2.57K | 0.02% |
| Heartwood Wealth Advisors LLC | 2.53K | Jun 30, 26 | -6 | 0.02% |
| Redhawk Wealth Advisors, Inc. | 2.49K | Jun 30, 26 | +10 | 0.02% |
| Newport Capital Group, LLC | 2.42K | Jun 30, 26 | -39 | 0.02% |
| Destiny Capital Corp/CO | 2.41K | Jun 30, 26 | -5.00K | 0.02% |
| Mount Yale Investment Advisors, LLC | 2.37K | Jun 30, 26 | -373 | 0.01% |
| Wedmont Private Capital | 2.31K | Jun 30, 26 | +2.31K | 0.01% |
| Curran Financial Partners, LLC | 2.31K | Jun 30, 26 | -9 | 0.01% |
| Y-Intercept (Hong Kong) Ltd | 2.29K | Jun 30, 26 | +2.29K | 0.01% |
| BOKF, NA | 2.27K | Jun 30, 26 | -755 | 0.01% |
| Torrey Growth & Income Advisors | 2.25K | Jun 30, 26 | +2.25K | 0.01% |
| TWO SIGMA SECURITIES, LLC | 2.25K | Jun 30, 26 | -1.09K | 0.01% |
| Rossmore Private Capital | 2.25K | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 2.23K | Jun 30, 26 | +2.23K | 0.01% |
| Global Retirement Partners, LLC | 2.21K | Jun 30, 26 | +2.21K | 0.01% |
| Collaborative Wealth Managment Inc. | 2.18K | Jun 30, 26 | -- | 0.01% |
| Cornerstone Wealth, LLC/TN | 2.14K | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 2.11K | Jun 30, 26 | -- | 0.01% |
| Midwest Trust Co | 2.10K | Jun 30, 26 | -1.32K | 0.01% |
| KLINGENSTEIN FIELDS & CO LP | 2.02K | Jun 30, 26 | -- | 0.01% |
| Emerald Investment Advisers, LLC | 1.97K | Jun 30, 26 | +1.97K | 0.01% |
| Front Row Advisors LLC | 1.96K | Jun 30, 26 | -300 | 0.01% |
| BESSEMER GROUP INC | 1.96K | Jun 30, 26 | -- | 0.01% |
| Keewaydin Investments LLC | 1.95K | Jun 30, 26 | -- | 0.01% |
| EASTERN BANK | 1.94K | Jun 30, 26 | -- | 0.01% |
| NTV ASSET MANAGEMENT LLC | 1.93K | Jun 30, 26 | +1.93K | 0.01% |
| BLB&B Advisors, LLC | 1.92K | Jun 30, 26 | +1.92K | 0.01% |
| Financial Services Advisory Inc | 1.92K | Jun 30, 26 | +1.92K | 0.01% |
| Venturi Wealth Management, LLC | 1.90K | Jun 30, 26 | +1.90K | 0.01% |
| Chesley Taft & Associates LLC | 1.90K | Jun 30, 26 | +1.90K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 1.87K | Jun 30, 26 | -238 | 0.01% |
| COMMERCE BANK | 1.87K | Jun 30, 26 | +1.87K | 0.01% |
| RICHARDSON FINANCIAL SERVICES INC. | 1.85K | Jun 30, 26 | +1.26K | 0.01% |
| HBK Sorce Advisory LLC | 1.85K | Jun 30, 26 | -2 | 0.01% |
| CWA Asset Management Group, LLC | 1.80K | Jun 30, 26 | +1.80K | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.80K | Jun 30, 26 | -274 | 0.01% |
| Qube Research & Technologies Ltd | 1.72K | Jun 30, 26 | +1.72K | 0.01% |
| Sachetta, LLC | 1.71K | Jun 30, 26 | -74 | 0.01% |
| HUNTINGTON NATIONAL BANK | 1.63K | Jun 30, 26 | -156 | 0.01% |
| BARD ASSOCIATES INC | 1.55K | Jun 30, 26 | +1.55K | 0.01% |
| AlphaCore Capital LLC | 1.23K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 1.18K | Jun 30, 26 | -- | 0.01% |
| Strengthening Families & Communities, LLC | 1.17K | Jun 30, 26 | -57 | 0.01% |
| GeoWealth Management, LLC | 1.13K | Jun 30, 26 | +1.13K | 0.01% |
| Piscataqua Savings Bank | 1.01K | Jun 30, 26 | -1.12K | 0.01% |
| Cassaday & Co Wealth Management LLC | 985 | Jun 30, 26 | -- | 0.01% |
| MTM Investment Management, LLC | 920 | Jun 30, 26 | -50 | 0.01% |
| Steigerwald, Gordon & Koch Inc. | 850 | Jun 30, 26 | -- | 0.01% |
| Graney & King, LLC | 847 | Jun 30, 26 | +847 | 0.01% |
| First PREMIER Bank | 833 | Jun 30, 26 | -833 | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 829 | Jun 30, 26 | -- | 0.01% |
| HHM Wealth Advisors, LLC | 825 | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 823 | Jun 30, 26 | -50 | 0.01% |
| Coston, McIsaac & Partners | 813 | Jun 30, 26 | -- | 0.01% |
| Medallion Wealth Advisors, LLC | 790 | Jun 30, 26 | +27 | 0.00% |
| Smartleaf Asset Management LLC | 786 | Jun 30, 26 | -- | 0.00% |
| GW&K Investment Management, LLC | 750 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 644 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 590 | Jun 30, 26 | +159 | 0.00% |
| Raleigh Capital Management Inc. | 578 | Jun 30, 26 | +578 | 0.00% |
| Ares Financial Consulting, LLC | 578 | Jun 30, 26 | +5 | 0.00% |
| Aptus Capital Advisors, LLC | 554 | Jun 30, 26 | -- | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 509 | Jun 30, 26 | -- | 0.00% |
| Balentine LLC | 492 | Jun 30, 26 | +492 | 0.00% |
| Caldwell Trust Co | 450 | Jun 30, 26 | -- | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 430 | Jun 30, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 398 | Jun 30, 26 | -124 | 0.00% |
| Ancora Advisors, LLC | 358 | Jun 30, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 345 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 324 | Jun 30, 26 | +290 | 0.00% |
| Redwood Park Advisors LLC | 314 | Jun 30, 26 | +3 | 0.00% |
| SJS Investment Consulting Inc. | 258 | Jun 30, 26 | +258 | 0.00% |
| Spire Wealth Management | 252 | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | 248 | Jun 30, 26 | +248 | 0.00% |
| Synergy Investment Management, LLC | 243 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 238 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 237 | Jun 30, 26 | +1 | 0.00% |
| Costello Asset Management, INC | 213 | Jun 30, 26 | +2 | 0.00% |
| Meramec Financial Planners, LLC | 205 | Jun 30, 26 | +5 | 0.00% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Cranbrook Wealth Management, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Smithfield Trust Co | 200 | Jun 30, 26 | -- | 0.00% |
| MOTCO | 196 | Jun 30, 26 | +59 | 0.00% |
| Beacon Capital Management, Inc. | 193 | Jun 30, 26 | -1 | 0.00% |
| BAYBAN | 191 | Jun 30, 26 | -- | 0.00% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 172 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 167 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 164 | Jun 30, 26 | +9 | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 150 | Jun 30, 26 | -- | 0.00% |
| Grove Bank & Trust | 126 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 121 | Jun 30, 26 | -525 | 0.00% |
| TIAA Wealth Investment Management LLC | 121 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 120 | Jun 30, 26 | -16 | 0.00% |
| Pflug Koory, LLC | 118 | Jun 30, 26 | +1 | 0.00% |
| EverSource Wealth Advisors, LLC | 110 | Jun 30, 26 | -- | 0.00% |
| Aberdeen Wealth Management LLC | 105 | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 103 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 102 | Jun 30, 26 | +80 | 0.00% |
| IFP Advisors, Inc | 99 | Jun 30, 26 | +34 | 0.00% |
| Atlantic Union Bankshares Corp | 99 | Jun 30, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 90 | Jun 30, 26 | -- | 0.00% |
| EPG Wealth Management LLC | 84 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 82 | Jun 30, 26 | -6 | 0.00% |
| MATHER GROUP, LLC. | 78 | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 75 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 71 | Jun 30, 26 | -- | 0.00% |
| Miller Global Investments, LLC | 65 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 60 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| AMERIFLEX GROUP, INC. | 52 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 51 | Jun 30, 26 | +51 | 0.00% |
| EFG International AG | 50 | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 45 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 44 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 41 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 39 | Jun 30, 26 | +39 | 0.00% |
| Covestor Ltd | 34 | Jun 30, 26 | +34 | 0.00% |
| BIRCHBROOK, INC. | 34 | Jun 30, 26 | +34 | 0.00% |
| Copia Wealth Management | 33 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 32 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 28 | Jun 30, 26 | +15 | 0.00% |
| Key Capital Management, INC | 22 | Jun 30, 26 | +22 | 0.00% |
| Manchester Capital Management LLC | 15 | Jun 30, 26 | -15 | 0.00% |
| IMA Wealth, Inc. | 13 | Jun 30, 26 | +13 | 0.00% |
| Strategic Wealth Partners, Ltd. | 12 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 10 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 8 | Jun 30, 26 | -- | 0.00% |
| Frazier Financial Advisors, LLC | 7 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 2 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| NATIXIS | 1 | Jun 30, 26 | -- | 0.00% |
| Biltmore Family Office, LLC | -- | Jun 30, 26 | -12 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -21.86K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -7 | -- |
| Parallel Advisors, LLC | -- | Jun 30, 26 | -125 | -- |
| COHEN & STEERS, INC. | -- | Jun 30, 26 | -1.19K | -- |
| Clayton Financial Group LLC | -- | Jun 30, 26 | -270 | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Jun 30, 26 | -380.74K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -650 | -- |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -1.85K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -2 | -- |
| Vanguard National Trust Co | -- | Jun 30, 26 | -1.45K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -4.75K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -23 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.55K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -176 | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -25.01K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -93 | -- |
| SHP Wealth Management | -- | Jun 30, 26 | -6 | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 4.41K | Mar 31, 26 | -- | 0.03% |
| CWM, LLC | 284 | Mar 31, 26 | -39 | 0.00% |
| McIlrath & Eck, LLC | 150 | Mar 31, 26 | -- | 0.00% |
| Jackson Hole Capital Partners, LLC | 115 | Mar 31, 26 | -- | 0.00% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 28.31K | Dec 31, 25 | +23.81K | 0.18% |
| CIBC Private Wealth Group, LLC | 4.96K | Dec 31, 25 | -- | 0.03% |
| Austin Private Wealth, LLC | 4.34K | Dec 31, 25 | -78 | 0.03% |
| COMERICA BANK | 3.31K | Dec 31, 25 | +174 | 0.02% |
| VANGUARD GROUP INC | 2.23K | Dec 31, 25 | +2.23K | 0.01% |
| Glenmede Investment Management, LP | 8.76K | Sep 30, 25 | +945 | 0.05% |
| SYNOVUS FINANCIAL CORP | 8.59K | Sep 30, 25 | +1.75K | 0.05% |
| Lion Street Advisors, LLC | 6.18K | Sep 30, 25 | +77 | 0.04% |
| Hemington Wealth Management | 181 | Sep 30, 25 | -- | 0.00% |
| FSA Wealth Management LLC | 64 | Sep 30, 25 | -- | 0.00% |
| MARSHALL FINANCIAL GROUP INC /ADV | -- | Sep 30, 25 | -2.14K | -- |
| BluePointe Capital Management, LLC | 4.36K | Mar 31, 25 | +1.25K | 0.03% |
| CAROLINAS WEALTH CONSULTING LLC | 800 | Mar 31, 25 | -- | 0.01% |
| Sandy Spring Bank | 99 | Mar 31, 25 | -- | 0.00% |
| Marcum Wealth, LLC | -- | Mar 31, 25 | -2.25K | -- |
| Bray Capital Advisors | 10.47K | Dec 31, 24 | -110 | 0.07% |
| Kiely Wealth Advisory Group, Inc. | 100 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 19.07K | Sep 30, 24 | -212 | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 11.40K | Sep 30, 24 | -7.81K | 0.07% |
| RAYMOND JAMES TRUST N.A. | 7.33K | Sep 30, 24 | +512 | 0.05% |
| ETFIDEA, LLC | 4.53K | Sep 30, 24 | -113 | 0.03% |
| GYL FINANCIAL SYNERGIES, LLC | 2.08K | Sep 30, 24 | -110 | 0.01% |
| VitalStone Financial, LLC | 191 | Sep 30, 24 | -218 | 0.00% |
| BlackRock Inc. | 310.96K | Jun 30, 24 | +19.64K | 1.95% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 5.17K | Jun 30, 24 | +1 | 0.03% |
| Abbrea Capital, LLC | 5.07K | Jun 30, 24 | -270 | 0.03% |
| Private Ocean, LLC | 2.89K | Jun 30, 24 | -135 | 0.02% |
| ICA Group Wealth Management, LLC | 165 | Jun 30, 24 | -4.58K | 0.00% |
| Cetera Advisor Networks LLC | 7.10K | Mar 31, 24 | -48 | 0.04% |
| SUMMIT FINANCIAL GROUP, INC. | 5.88K | Mar 31, 24 | -- | 0.04% |
| CAMBRIDGE TRUST CO | 1.94K | Mar 31, 24 | -- | 0.01% |
| Retirement Group, LLC | 14 | Mar 31, 24 | -- | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -200 | -- |
| PROVENCE WEALTH MANAGEMENT GROUP | 928 | Dec 31, 23 | +8 | 0.01% |
| DESTINY CAPITAL SECURITIES CORPORATION | 24.86K | Sep 30, 23 | +24.86K | 0.16% |
| PATHSTONE FAMILY OFFICE, LLC | 24.15K | Sep 30, 23 | +24.15K | 0.15% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 3.08K | Sep 30, 23 | -2.80K | 0.02% |
| FOSTER DYKEMA CABOT & CO INC/MA | 200 | Sep 30, 23 | +200 | 0.00% |
| Veritable, L.P. | 24.15K | Jun 30, 23 | -- | 0.15% |
| PICTET ASSET MANAGEMENT SA | 2.40K | Jun 30, 23 | +2.40K | 0.02% |
| TIAA, FSB | 2.29K | Jun 30, 23 | -212 | 0.01% |
| Endurance Wealth Management, Inc. | 22 | Jun 30, 23 | -- | 0.00% |
| MCMILLION CAPITAL MANAGEMENT INC | 21 | Jun 30, 23 | +21 | 0.00% |
| Clear Perspectives Financial Planning, LLC | 78 | Mar 31, 23 | -- | 0.00% |
| REFRAME WEALTH, LLC | 8.23K | Dec 31, 22 | +8.23K | 0.05% |
| Capital Directions Investment Advisors, LLC | 8.23K | Dec 31, 22 | +8.23K | 0.05% |
| BOENNING & SCATTERGOOD, INC. | 2.05K | Dec 31, 22 | +2.05K | 0.01% |
| Maryland Capital Management | 15.65K | Sep 30, 22 | -- | 0.10% |
| EATON VANCE MANAGEMENT | 5.71K | Sep 30, 22 | -- | 0.04% |
| American Portfolios Advisors | 3.68K | Sep 30, 22 | -627 | 0.02% |
| MUFG Americas Holdings Corp | 1.24K | Sep 30, 22 | -- | 0.01% |
| AGF Investments LLC | 107 | Sep 30, 22 | +16 | 0.00% |
| Covington Capital Management | 53 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -5 | -- |
| Surevest, LLC | -- | Sep 30, 22 | -4 | -- |
| BIVIN & ASSOCIATES, INC. | 294 | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | 6 | Jun 30, 22 | -- | 0.00% |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | -- | Jun 30, 22 | -2.31K | -- |
| Permit Capital Advisors, LLC | 2.46K | Mar 31, 22 | +2.46K | 0.02% |
| Dixon Hughes Goodman Wealth Advisors LLC | 23 | Mar 31, 22 | -- | 0.00% |
| Emery Howard Portfolio Management, Inc. | 6.35K | Dec 31, 21 | +61 | 0.04% |
| Cassaday & Co Inc. | 985 | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 326 | Dec 31, 21 | -- | 0.00% |
| Truehand, Inc | 146 | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | -- | Dec 31, 21 | -136 | -- |
| Ameritas Investment Company, LLC | 2.53K | Sep 30, 21 | +2.30K | 0.02% |
| MANAGED ACCOUNT SERVICES INC | 2.44K | Sep 30, 21 | -197 | 0.02% |
| PICTET ASSET MANAGEMENT LTD | 2.40K | Jun 30, 21 | -- | 0.02% |
| First Allied Advisory Services, Inc. | 2.90K | Sep 30, 20 | -- | 0.02% |
| QUANTUM CAPITAL MANAGEMENT | 450 | Sep 30, 20 | +99 | 0.00% |
| LifePlan Financial Group, Inc | 278 | Sep 30, 20 | -- | 0.00% |
| 10-15 ASSOCIATES, INC. | -- | Sep 30, 20 | -24.60K | -- |
| Global Financial Private Capital, Inc | 60.56K | Jun 30, 20 | -78.12K | 0.38% |
| Stratford Consulting, LLC | 51.83K | Mar 31, 20 | -13.07K | 0.33% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | -- | Mar 31, 20 | -217 | -- |
| Advisor Group, Inc. | 131.99K | Dec 31, 19 | +51.22K | 0.83% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 31.47K | Dec 31, 19 | +926 | 0.20% |
| Whitnell & Co. | 684 | Dec 31, 19 | +97 | 0.00% |
| SUNTRUST BANKS INC | 280.60K | Sep 30, 19 | +11.83K | 1.76% |
| BB&T SECURITIES, LLC | 4.61K | Sep 30, 19 | -20 | 0.03% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 413 | Sep 30, 19 | -3 | 0.00% |
| COBIZ WEALTH, LLC | 2.57K | Jun 30, 19 | -603 | 0.02% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 57.92K | Mar 31, 19 | -6.08K | 0.36% |
| HL FINANCIAL SERVICES LLC | 5.55K | Mar 31, 19 | -3.60K | 0.03% |
| Lattice Strategies LLC | 5.16K | Mar 31, 19 | -225 | 0.03% |
| NEXT Financial Holdings | 691 | Mar 31, 19 | +691 | 0.00% |
| Clarfeld Financial Advisors, LLC | 15.83K | Dec 31, 18 | +15.83K | 0.10% |
| Global X Management CO LLC | 9.07K | Jun 30, 18 | +9.07K | 0.06% |
| Edge Advisors, LLC | 430 | Jun 30, 18 | +430 | 0.00% |
| SteelBridge Private Wealth Advisors LLC | -- | Mar 31, 18 | -2.28K | -- |
| IFC Holdings Incorporated/FL | 2.15K | Dec 31, 17 | +2.15K | 0.01% |
| WealthShield, LLC | 144 | Dec 31, 17 | +144 | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 62 | Dec 31, 17 | -- | 0.00% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -3.07K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -13.04K | -- |
| Commonwealth Equity Services, Inc | 46.46K | Jun 30, 17 | +1.77K | 0.29% |
| Virtu KCG Holdings LLC | 6.72K | Jun 30, 17 | -9.90K | 0.04% |
| 1st Global Advisors, Inc. | 2.87K | Jun 30, 17 | +2.87K | 0.02% |
| WFG Advisors, LP | 302 | Jun 30, 17 | +57 | 0.00% |
| iAB Financial Bank | -- | Jun 30, 17 | -2.23K | -- |
| TIAA CREF TRUST CO FSB/MO | 4.75M | Mar 31, 17 | +538.56K | 29.86% |
| CT Financial Advisors LLC | 4.04K | Mar 31, 17 | -174 | 0.03% |
| Parasol Investment Management, LLC | -- | Mar 31, 17 | -100 | -- |
| MSI Financial Services Inc | 75.63K | Dec 31, 16 | +1.52K | 0.47% |
| BlackRock Institutional Trust Company, N.A. | 19.52K | Dec 31, 16 | -- | 0.12% |
| Stanford Investment Group, Inc. | -- | Dec 31, 16 | -284 | -- |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -545 | -- |
| Mizuho Asset Management Co.,Ltd. | 1.69K | Sep 30, 16 | +325 | 0.01% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1.44K | Sep 30, 16 | -408 | 0.01% |
| FIRSTMERIT BANK N A TRUSTEE | 56.06K | Jun 30, 16 | -774 | 0.35% |
| Investors Capital Advisory Services | 2.87K | Jun 30, 16 | +20 | 0.02% |
| SOCIETE GENERALE | 1.64K | Jun 30, 16 | +1.64K | 0.01% |
| Alerus Investment Advisors Corp | 463 | Mar 31, 16 | -- | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -2.20K | -- |
| CITY NATIONAL BANK | 4.07K | Sep 30, 15 | +1.52K | 0.03% |
| J.P. Turner & Co Capital Mnagement, LLC | 2.41K | Sep 30, 15 | +2.41K | 0.02% |
| MANAGED ACCOUNT ADVISORS LLC | 7.55K | Jun 30, 15 | +5.79K | 0.05% |
| First Allied Asset Management, Inc. | 34.77K | Mar 31, 15 | +34.77K | 0.22% |
| BAIRD ROBERT W & CO INC /WI/ | 6.87K | Mar 31, 15 | +254 | 0.04% |
| Mariner Wealth Advisors-NYC, LLC | 5.71K | Mar 31, 15 | +5.71K | 0.04% |
| STANCORP INVESTMENT ADVISERS INC | 300 | Mar 31, 15 | -- | 0.00% |
| Bank of Kentucky, Inc. | -- | Mar 31, 15 | -51 | -- |
| Placemark Investments, Inc. | 9.13K | Dec 31, 14 | +100 | 0.06% |
| NEW ENGLAND SECURITIES CORP /MA/ | 7.92K | Dec 31, 14 | +4.83K | 0.05% |
| Cobble Hill Financial Services, INC | 398.40K | Sep 30, 14 | -30.00K | 2.50% |
| UBS AG | 58.91K | Sep 30, 14 | -2.95K | 0.37% |
| MUNDER CAPITAL MANAGEMENT | 1.10K | Sep 30, 14 | -- | 0.01% |
| 1919 Investment Counsel, LLC | 164 | Sep 30, 14 | -- | 0.00% |
| KMS FINANCIAL SERVICES, INC | 4.32K | Jun 30, 14 | -8.84K | 0.03% |
| STIFEL NICOLAUS & CO INC \MO\ | 44.75K | Sep 30, 13 | -1.98K | 0.28% |
| CITY NATIONAL ROCHDALE, LLC | 3.00K | Dec 31, 12 | +3.00K | 0.02% |
| First Allied Securities, Inc. | 6.48K | Jun 30, 12 | +299 | 0.04% |
| RBC Dominion Securities Inc. | 400 | Dec 31, 08 | -- | 0.00% |