SCHC(SCHC)
SCHC
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.48M | Jun 30, 26 | +142.17K | 4.06% |
| Savant Capital, LLC | 3.92M | Jun 30, 26 | +1.91M | 3.55% |
| Creative Planning | 2.83M | Jun 30, 26 | -109.66K | 2.56% |
| JONES FINANCIAL COMPANIES LLLP | 2.51M | Jun 30, 26 | +909.21K | 2.28% |
| McAdam, LLC | 1.71M | Jun 30, 26 | +66.04K | 1.55% |
| SageView Advisory Group, LLC | 1.70M | Jun 30, 26 | -78.01K | 1.54% |
| BlackRock, Inc. | 1.49M | Jun 30, 26 | -349.30K | 1.35% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.24M | Jun 30, 26 | -13.57K | 1.13% |
| STATE STREET CORP | 1.17M | Jun 30, 26 | +5.83K | 1.06% |
| Johnson Financial Group, LLC | 1.13M | Jun 30, 26 | +526.84K | 1.02% |
| MATHER GROUP, LLC. | 1.10M | Jun 30, 26 | +5.10K | 1.00% |
| Colony Group, LLC | 962.71K | Jun 30, 26 | -62.43K | 0.87% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 951.41K | Jun 30, 26 | +94.31K | 0.86% |
| CHOREO, LLC | 813.79K | Jun 30, 26 | -3.96K | 0.74% |
| ENVESTNET ASSET MANAGEMENT INC | 721.41K | Jun 30, 26 | -37.59K | 0.65% |
| CI Private Wealth, LLC | 623.89K | Jun 30, 26 | -11.49K | 0.57% |
| Charles Schwab Trust Co | 619.21K | Jun 30, 26 | +180.88K | 0.56% |
| Pure Financial Advisors, LLC | 613.96K | Jun 30, 26 | +9.74K | 0.56% |
| Vise Technologies, Inc. | 491.17K | Jun 30, 26 | +59.85K | 0.45% |
| GHP Investment Advisors, Inc. | 481.70K | Jun 30, 26 | +3.94K | 0.44% |
| Virginia Estate & Retirement Planning Advisors Inc. | 467.22K | Jun 30, 26 | +467.22K | 0.42% |
| CAPTRUST FINANCIAL ADVISORS | 417.55K | Jun 30, 26 | +17.77K | 0.38% |
| UBS Group AG | 414.55K | Jun 30, 26 | +11.99K | 0.38% |
| Tortoise Investment Management, LLC | 365.31K | Jun 30, 26 | +4.69K | 0.33% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 347.51K | Jun 30, 26 | +32.96K | 0.31% |
| Diversify Advisory Services, LLC | 347.51K | Jun 30, 26 | +347.51K | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 326.18K | Jun 30, 26 | +3.48K | 0.30% |
| Redwood Investment Management, LLC | 317.38K | Jun 30, 26 | -3.64K | 0.29% |
| TIAA TRUST, NATIONAL ASSOCIATION | 306.23K | Jun 30, 26 | +5.06K | 0.28% |
| Rockbridge Investment Management, LCC | 298.76K | Jun 30, 26 | -7.06K | 0.27% |
| Nicholas Hoffman & Company, LLC. | 296.68K | Jun 30, 26 | +5.57K | 0.27% |
| MORGAN STANLEY | 285.39K | Jun 30, 26 | -83.83K | 0.26% |
| White & Co Financial Planning Inc | 265.46K | Jun 30, 26 | +2.97K | 0.24% |
| Brooklyn FI, LLC | 260.22K | Jun 30, 26 | +15.62K | 0.24% |
| Cetera Investment Advisers | 256.95K | Jun 30, 26 | +14.36K | 0.23% |
| Summit Financial, LLC | 253.36K | Jun 30, 26 | +13.11K | 0.23% |
| HANCOCK WHITNEY CORP | 247.60K | Jun 30, 26 | +10.67K | 0.22% |
| Fund Evaluation Group, LLC | 246.96K | Jun 30, 26 | -9.62K | 0.22% |
| Mariner, LLC | 213.74K | Jun 30, 26 | -80.26K | 0.19% |
| Main Street Financial Solutions, LLC | 213.08K | Jun 30, 26 | +2.65K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 206.22K | Jun 30, 26 | +63.23K | 0.19% |
| Clearwater Capital Advisors, LLC | 204.91K | Jun 30, 26 | +1.68K | 0.19% |
| Perigon Wealth Management, LLC | 203.05K | Jun 30, 26 | +7.61K | 0.18% |
| ATLAS CAPITAL ADVISORS LLC | 192.50K | Jun 30, 26 | +332 | 0.17% |
| AMERIPRISE FINANCIAL INC | 192.37K | Jun 30, 26 | +13.85K | 0.17% |
| BlueSky Wealth Advisors, LLC | 191.91K | Jun 30, 26 | +9.95K | 0.17% |
| OARSMAN CAPITAL, INC. | 189.18K | Jun 30, 26 | +150.56K | 0.17% |
| Fort Vancouver Investment Management, LLC | 185.85K | Jun 30, 26 | -5.21K | 0.17% |
| WELLS FARGO & COMPANY/MN | 183.07K | Jun 30, 26 | +19.40K | 0.17% |
| BANK OF AMERICA CORP /DE/ | 177.19K | Jun 30, 26 | +58.07K | 0.16% |
| EP Wealth Advisors, LLC | 174.54K | Jun 30, 26 | +1.36K | 0.16% |
| HighTower Advisors, LLC | 173.81K | Jun 30, 26 | -1.80K | 0.16% |
| MISSION WEALTH MANAGEMENT, LP | 173.46K | Jun 30, 26 | +8.95K | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 171.27K | Jun 30, 26 | -7.09K | 0.16% |
| Brand Asset Management Group, Inc. | 170.74K | Jun 30, 26 | -3.71K | 0.15% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 170.28K | Jun 30, 26 | +4.16K | 0.15% |
| Courage Miller Partners, LLC | 168.44K | Jun 30, 26 | -789 | 0.15% |
| KEYVANTAGE WEALTH, LLC | 162.24K | Jun 30, 26 | +4.62K | 0.15% |
| Strategic Financial Planning, Inc. | 160.42K | Jun 30, 26 | +160.42K | 0.15% |
| Procyon Advisors, LLC | 156.74K | Jun 30, 26 | -2.84K | 0.14% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 153.53K | Jun 30, 26 | -- | 0.14% |
| Systelligence, LLC | 150.93K | Jun 30, 26 | +150.93K | 0.14% |
| WEST PACES ADVISORS INC. | 148.12K | Jun 30, 26 | -12.51K | 0.13% |
| Wedmont Private Capital | 146.76K | Jun 30, 26 | -4.31K | 0.13% |
| Prime Capital Investment Advisors, LLC | 141.93K | Jun 30, 26 | -59 | 0.13% |
| FMR LLC | 141.18K | Jun 30, 26 | +1.13K | 0.13% |
| Arnold Financial Planning LLC | 138.33K | Jun 30, 26 | +3.64K | 0.13% |
| Beaird Harris Wealth Management, LLC | 133.48K | Jun 30, 26 | -671 | 0.12% |
| Integrated Wealth Concepts LLC | 130.86K | Jun 30, 26 | +63.03K | 0.12% |
| Hamrick Investment Counsel, llc | 130.10K | Jun 30, 26 | +4.47K | 0.12% |
| Transamerica Financial Advisors, Inc. | 128.88K | Jun 30, 26 | -33.44K | 0.12% |
| LPL Financial LLC | 126.82K | Jun 30, 26 | +6.70K | 0.11% |
| ROYAL BANK OF CANADA | 126.70K | Jun 30, 26 | +2.46K | 0.11% |
| Asset Allocation Strategies LLC | 123.21K | Jun 30, 26 | +4.14K | 0.11% |
| NATIXIS ADVISORS, L.P. | 120.17K | Jun 30, 26 | +17.88K | 0.11% |
| Rialto Wealth Management, LLC | 118.82K | Jun 30, 26 | -4.21K | 0.11% |
| Brucke Financial, Inc. | 118.71K | Jun 30, 26 | +7.84K | 0.11% |
| Robinswood Financial LLC | 116.72K | Jun 30, 26 | +4.43K | 0.11% |
| TD Waterhouse Canada Inc. | 116.10K | Jun 30, 26 | +43.65K | 0.11% |
| Stewardship Advisors, LLC | 114.58K | Jun 30, 26 | -1.63K | 0.10% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 114.52K | Jun 30, 26 | -3.46K | 0.10% |
| Columbus Macro, LLC | 105.28K | Jun 30, 26 | +8.82K | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 104.47K | Jun 30, 26 | -4.00K | 0.09% |
| Concurrent Investment Advisors, LLC | 101.55K | Jun 30, 26 | +14.64K | 0.09% |
| Modern Wealth Management, LLC | 99.07K | Jun 30, 26 | +5.27K | 0.09% |
| Traveka Wealth, LLC | 99.03K | Jun 30, 26 | -575 | 0.09% |
| Bell Investment Advisors, Inc | 98.68K | Jun 30, 26 | +203 | 0.09% |
| Upper Left Wealth Management, LLC | 97.49K | Jun 30, 26 | +2.04K | 0.09% |
| Pensionmark Financial Group, LLC | 95.68K | Jun 30, 26 | -- | 0.09% |
| Atomi Financial Group, Inc. | 95.67K | Jun 30, 26 | -6.05K | 0.09% |
| Elmwood Wealth Management, Inc. | 91.80K | Jun 30, 26 | +2.96K | 0.08% |
| St. Louis Trust Co | 87.16K | Jun 30, 26 | +621 | 0.08% |
| Commonwealth Financial Services, LLC | 86.56K | Jun 30, 26 | +86.56K | 0.08% |
| Texas Yale Capital Corp. | 86.38K | Jun 30, 26 | +2.73K | 0.08% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 85.62K | Jun 30, 26 | +4 | 0.08% |
| GOLDMAN SACHS GROUP INC | 83.83K | Jun 30, 26 | +79.28K | 0.08% |
| Cerity Partners LLC | 80.60K | Jun 30, 26 | -10.36K | 0.07% |
| Seven Springs Wealth Group, LLC | 79.81K | Jun 30, 26 | -492 | 0.07% |
| Cornerstone Wealth Advisors, Inc. | 79.38K | Jun 30, 26 | +701 | 0.07% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 78.69K | Jun 30, 26 | -1.65K | 0.07% |
| HBK Sorce Advisory LLC | 77.86K | Jun 30, 26 | -3.12K | 0.07% |
| Plancorp, LLC | 75.67K | Jun 30, 26 | +75.67K | 0.07% |
| Jacobs Equity LLC | 75.55K | Jun 30, 26 | +5.14K | 0.07% |
| NORTHERN TRUST CORP | 74.31K | Jun 30, 26 | +709 | 0.07% |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 72.97K | Jun 30, 26 | +1.24K | 0.07% |
| HB Wealth Management, LLC | 72.72K | Jun 30, 26 | +56.24K | 0.07% |
| STIFEL FINANCIAL CORP | 70.14K | Jun 30, 26 | +417 | 0.06% |
| Buckingham Strategic Partners | 70.12K | Jun 30, 26 | +27.29K | 0.06% |
| Manske Wealth Management | 69.88K | Jun 30, 26 | +5.53K | 0.06% |
| Morton Brown Family Wealth, LLC | 68.67K | Jun 30, 26 | -108 | 0.06% |
| AIRE ADVISORS, LLC | 62.04K | Jun 30, 26 | -118 | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 61.62K | Jun 30, 26 | -1.94K | 0.06% |
| Curry Webb Wealth Management LLC | 60.85K | Jun 30, 26 | +8.17K | 0.06% |
| BCS Wealth Management | 60.80K | Jun 30, 26 | -992 | 0.06% |
| Abacus Planning Group, Inc. | 60.19K | Jun 30, 26 | -159 | 0.05% |
| CABOT WEALTH MANAGEMENT INC | 59.46K | Jun 30, 26 | +216 | 0.05% |
| Tradewinds Capital Management, LLC | 58.64K | Jun 30, 26 | +6.24K | 0.05% |
| Stone Point Wealth LLC | 58.05K | Jun 30, 26 | +2.67K | 0.05% |
| Noble Family Wealth, LLC | 56.36K | Jun 30, 26 | +217 | 0.05% |
| Quantinno Capital Management LP | 55.79K | Jun 30, 26 | +21.23K | 0.05% |
| Beckerman Institutional, LLC | 55.56K | Jun 30, 26 | +4.83K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 54.31K | Jun 30, 26 | +11.35K | 0.05% |
| Carter Financial Group, INC. | 51.81K | Jun 30, 26 | +2.52K | 0.05% |
| VALLEY NATIONAL ADVISERS INC | 51.44K | Jun 30, 26 | -5.88K | 0.05% |
| Kohmann Bosshard Financial Services, LLC | 49.80K | Jun 30, 26 | -44 | 0.05% |
| Amicus Financial Advisors, LLC | 48.64K | Jun 30, 26 | -1.68K | 0.04% |
| Colony Family Offices, LLC | 47.89K | Jun 30, 26 | -1.86K | 0.04% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 47.77K | Jun 30, 26 | -4.27K | 0.04% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 47.36K | Jun 30, 26 | -23 | 0.04% |
| Modera Wealth Management, LLC | 45.36K | Jun 30, 26 | -978 | 0.04% |
| Grove Street Fiduciary, LLC | 44.91K | Jun 30, 26 | -821 | 0.04% |
| Hexagon Capital Partners LLC | 43.65K | Jun 30, 26 | +4.96K | 0.04% |
| Phillip James Consulting Co. | 43.20K | Jun 30, 26 | +43.20K | 0.04% |
| Invesco Ltd. | 43.16K | Jun 30, 26 | -1.89K | 0.04% |
| NewEdge Advisors, LLC | 43.03K | Jun 30, 26 | +876 | 0.04% |
| Christensen, King & Associates Investment Services, Inc. | 41.85K | Jun 30, 26 | -- | 0.04% |
| HORAN Wealth, LLC | 41.75K | Jun 30, 26 | +68 | 0.04% |
| Braun-Bostich & Associates Inc. | 41.09K | Jun 30, 26 | -958 | 0.04% |
| CENTRAL TRUST Co | 40.06K | Jun 30, 26 | +1 | 0.04% |
| IMA Wealth, Inc. | 38.18K | Jun 30, 26 | +7.61K | 0.03% |
| Foster Group, Inc. | 38.06K | Jun 30, 26 | +2.08K | 0.03% |
| Farther Finance Advisors, LLC | 37.81K | Jun 30, 26 | +591 | 0.03% |
| Guardian Financial Partners, LLC | 37.74K | Jun 30, 26 | +32 | 0.03% |
| FORVIS Wealth Advisors, LLC | 37.08K | Jun 30, 26 | +982 | 0.03% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 36.67K | Jun 30, 26 | -44 | 0.03% |
| JPMORGAN CHASE & CO | 36.23K | Jun 30, 26 | -2.26K | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.14K | Jun 30, 26 | -4.88K | 0.03% |
| MAI Capital Management | 35.97K | Jun 30, 26 | +414 | 0.03% |
| ACT WEALTH MANAGEMENT, LLC | 35.47K | Jun 30, 26 | +46 | 0.03% |
| Focus Financial Network, Inc. | 35.29K | Jun 30, 26 | -50 | 0.03% |
| Fonville Wealth Management LLC | 35.26K | Jun 30, 26 | -247 | 0.03% |
| One Capital Management, LLC | 35.18K | Jun 30, 26 | -- | 0.03% |
| Lido Advisors, LLC | 35.17K | Jun 30, 26 | -8.26K | 0.03% |
| Walkner Condon Financial Advisors LLC | 34.55K | Jun 30, 26 | +91 | 0.03% |
| STEVENS CAPITAL PARTNERS | 34.47K | Jun 30, 26 | +13.07K | 0.03% |
| Parkwoods Wealth Partners, LLC | 34.41K | Jun 30, 26 | +34.41K | 0.03% |
| Financial Engines Advisors L.L.C. | 34.00K | Jun 30, 26 | +274 | 0.03% |
| Integris Wealth Management, LLC | 32.42K | Jun 30, 26 | -149 | 0.03% |
| US BANCORP \DE\ | 32.35K | Jun 30, 26 | +2.44K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 32.11K | Jun 30, 26 | +14.39K | 0.03% |
| Strategic Family Wealth Counselors, L.L.C. | 31.54K | Jun 30, 26 | -222 | 0.03% |
| Wealth Architects, LLC | 29.57K | Jun 30, 26 | -- | 0.03% |
| COMMERCE BANK | 29.38K | Jun 30, 26 | -390 | 0.03% |
| DOPKINS WEALTH MANAGEMENT, LLC | 29.31K | Jun 30, 26 | -1.87K | 0.03% |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 29.31K | Jun 30, 26 | -1.19K | 0.03% |
| Baird Financial Group, Inc. | 29.08K | Jun 30, 26 | +15.84K | 0.03% |
| Falcon Wealth Planning | 28.51K | Jun 30, 26 | -785 | 0.03% |
| Seneca Financial Advisors LLC | 28.46K | Jun 30, 26 | -768 | 0.03% |
| MGO ONE SEVEN LLC | 27.90K | Jun 30, 26 | +2.26K | 0.03% |
| LTG Capital LLC | 27.22K | Jun 30, 26 | +64 | 0.02% |
| IFP Advisors, Inc | 27.16K | Jun 30, 26 | +2.40K | 0.02% |
| NWAM LLC | 27.04K | Jun 30, 26 | +1.38K | 0.02% |
| ZRC WEALTH MANAGEMENT, LLC | 26.49K | Jun 30, 26 | -307 | 0.02% |
| MML INVESTORS SERVICES, LLC | 26.11K | Jun 30, 26 | +3.17K | 0.02% |
| 25 LLC | 25.92K | Jun 30, 26 | +8 | 0.02% |
| Oakwell Private Wealth Management, LLC | 25.82K | Jun 30, 26 | -123 | 0.02% |
| Avestar Capital, LLC | 25.24K | Jun 30, 26 | +1.19K | 0.02% |
| Leisure Capital Management | 25.19K | Jun 30, 26 | +1.23K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.10K | Jun 30, 26 | +25.10K | 0.02% |
| SeaCrest Wealth Management, LLC | 24.92K | Jun 30, 26 | +11 | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 24.40K | Jun 30, 26 | +7.32K | 0.02% |
| Embree Financial Group | 24.31K | Jun 30, 26 | -1.65K | 0.02% |
| Cresset Asset Management, LLC | 24.24K | Jun 30, 26 | -46 | 0.02% |
| Cloud Capital Management, LLC | 23.55K | Jun 30, 26 | +73 | 0.02% |
| SMART Wealth LLC | 23.02K | Jun 30, 26 | +23.02K | 0.02% |
| Beacon Pointe Advisors, LLC | 22.75K | Jun 30, 26 | +1.38K | 0.02% |
| Tempus Wealth Planning, LLC | 22.19K | Jun 30, 26 | +1.18K | 0.02% |
| FIFTH THIRD SECURITIES, INC. | 22.18K | Jun 30, 26 | +39 | 0.02% |
| Creekside Partners | 22.00K | Jun 30, 26 | -513 | 0.02% |
| James J. Burns & Company, LLC | 21.95K | Jun 30, 26 | -377 | 0.02% |
| Aspen Investment Management Inc | 21.58K | Jun 30, 26 | -- | 0.02% |
| CFG Wealth Management Services, Inc. | 20.68K | Jun 30, 26 | -- | 0.02% |
| Vestmark Advisory Solutions, Inc. | 20.58K | Jun 30, 26 | +1.29K | 0.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 20.34K | Jun 30, 26 | +20.34K | 0.02% |
| Index Fund Advisors, Inc. | 20.29K | Jun 30, 26 | +807 | 0.02% |
| OneAscent Financial Services LLC | 20.17K | Jun 30, 26 | -298 | 0.02% |
| BLUELINE ADVISORS LLC | 20.12K | Jun 30, 26 | -- | 0.02% |
| ZynergyRetirementPlanningLLC | 20.03K | Jun 30, 26 | +1.05K | 0.02% |
| Sand Hill Global Advisors, LLC | 19.89K | Jun 30, 26 | -- | 0.02% |
| Yoffe Investment Management, LLC | 19.45K | Jun 30, 26 | +8 | 0.02% |
| NorthCrest Asset Manangement, LLC | 19.42K | Jun 30, 26 | +125 | 0.02% |
| Envision Financial LLC | 18.94K | Jun 30, 26 | -495 | 0.02% |
| Murphy & Mullick Capital Management Corp | 18.20K | Jun 30, 26 | -- | 0.02% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18.17K | Jun 30, 26 | -43 | 0.02% |
| K2 Financial Inc. | 18.03K | Jun 30, 26 | -121 | 0.02% |
| Moisand Fitzgerald Tamayo, LLC | 17.72K | Jun 30, 26 | -837 | 0.02% |
| Investment Partners Asset Management, Inc. | 17.70K | Jun 30, 26 | -125 | 0.02% |
| AE Wealth Management LLC | 17.57K | Jun 30, 26 | +4.05K | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17.16K | Jun 30, 26 | -5.83K | 0.02% |
| Smith Partners Wealth Management, LLC | 17.04K | Jun 30, 26 | -7.70K | 0.02% |
| Nuveen, LLC | 16.80K | Jun 30, 26 | +16.80K | 0.02% |
| J.W. COLE ADVISORS, INC. | 16.74K | Jun 30, 26 | +16.74K | 0.02% |
| Savvy Advisors, Inc. | 16.63K | Jun 30, 26 | +120 | 0.02% |
| Miracle Mile Advisors, LLC | 16.59K | Jun 30, 26 | +90 | 0.02% |
| Vawter Financial, Ltd. | 16.39K | Jun 30, 26 | -320 | 0.01% |
| Kingsview Wealth Management, LLC | 16.27K | Jun 30, 26 | +9.11K | 0.01% |
| Equitable Holdings, Inc. | 16.11K | Jun 30, 26 | +1.45K | 0.01% |
| AlphaCore Capital LLC | 16.03K | Jun 30, 26 | +11.52K | 0.01% |
| Passive Capital Management, LLC. | 15.98K | Jun 30, 26 | +498 | 0.01% |
| Noble Wealth Partners LLC | 15.96K | Jun 30, 26 | +15.96K | 0.01% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 15.96K | Jun 30, 26 | -165 | 0.01% |
| Argent Trust Co | 15.83K | Jun 30, 26 | -- | 0.01% |
| COLLECTIVE FAMILY OFFICE LLC | 15.47K | Jun 30, 26 | -260 | 0.01% |
| CLUNE & ASSOCIATES, LTD. | 15.23K | Jun 30, 26 | -393 | 0.01% |
| Peak Financial Management, Inc. | 15.23K | Jun 30, 26 | +125 | 0.01% |
| ALTFEST L J & CO INC | 15.19K | Jun 30, 26 | -526 | 0.01% |
| Klingman & Associates, LLC | 14.80K | Jun 30, 26 | +13 | 0.01% |
| Fidelis Capital Partners, LLC | 14.58K | Jun 30, 26 | -740 | 0.01% |
| Sequoia Financial Advisors, LLC | 14.41K | Jun 30, 26 | +225 | 0.01% |
| BANK OF MONTREAL /CAN/ | 14.36K | Jun 30, 26 | -812 | 0.01% |
| Wealthcare Advisory Partners LLC | 14.20K | Jun 30, 26 | +195 | 0.01% |
| EverSource Wealth Advisors, LLC | 14.05K | Jun 30, 26 | -5.32K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13.63K | Jun 30, 26 | -3.46K | 0.01% |
| Betterment LLC | 13.17K | Jun 30, 26 | +2.10K | 0.01% |
| Livet Wealth, LLC | 13.02K | Jun 30, 26 | -119 | 0.01% |
| McLean Asset Management Corp | 12.67K | Jun 30, 26 | -3.02K | 0.01% |
| AMERICAN CENTURY COMPANIES INC | 12.51K | Jun 30, 26 | -105.78K | 0.01% |
| Balboa Wealth Partners | 12.51K | Jun 30, 26 | +12.51K | 0.01% |
| Omega Financial Group, LLC | 12.39K | Jun 30, 26 | -84 | 0.01% |
| Brinker Capital Investments, LLC | 12.20K | Jun 30, 26 | +846 | 0.01% |
| Essex Financial Services, Inc. | 12.17K | Jun 30, 26 | +16 | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12.05K | Jun 30, 26 | +17 | 0.01% |
| Breakwater Investment Management | 11.62K | Jun 30, 26 | +7.52K | 0.01% |
| AMARA FINANCIAL, LLC. | 11.61K | Jun 30, 26 | +25 | 0.01% |
| SIMON QUICK ADVISORS, LLC | 11.53K | Jun 30, 26 | -- | 0.01% |
| Oath Planning, LLC | 11.50K | Jun 30, 26 | +26 | 0.01% |
| Hardin Capital Partners, LLC | 11.43K | Jun 30, 26 | +477 | 0.01% |
| Lantz Financial LLC | 11.33K | Jun 30, 26 | -- | 0.01% |
| Fortis Capital Advisors, LLC | 11.26K | Jun 30, 26 | -168 | 0.01% |
| Belpointe Asset Management LLC | 11.26K | Jun 30, 26 | -168 | 0.01% |
| Fifth Third Wealth Advisors LLC | 11.15K | Jun 30, 26 | -1.73K | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.14K | Jun 30, 26 | -1.21K | 0.01% |
| Allworth Financial LP | 10.73K | Jun 30, 26 | +2.67K | 0.01% |
| Capital Analysts, LLC | 10.54K | Jun 30, 26 | +2.64K | 0.01% |
| Life Planning Partners, Inc | 10.34K | Jun 30, 26 | -- | 0.01% |
| International Private Wealth Advisors LLC | 10.32K | Jun 30, 26 | +25 | 0.01% |
| Chesley Taft & Associates LLC | 10.30K | Jun 30, 26 | -- | 0.01% |
| Ifrah Financial Services, Inc. | 10.16K | Jun 30, 26 | -267 | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 10.13K | Jun 30, 26 | -1.67K | 0.01% |
| Krilogy Financial LLC | 9.98K | Jun 30, 26 | +168 | 0.01% |
| Koshinski Asset Management, Inc. | 9.57K | Jun 30, 26 | -49 | 0.01% |
| Private Wealth Management Group, LLC | 9.50K | Jun 30, 26 | -80 | 0.01% |
| Bank of New York Mellon Corp | 9.46K | Jun 30, 26 | +4.15K | 0.01% |
| MORRIS FINANCIAL CONCEPTS, INC. | 9.30K | Jun 30, 26 | -382 | 0.01% |
| Cooke Wealth Management, LLC | 9.24K | Jun 30, 26 | +4 | 0.01% |
| SEI INVESTMENTS CO | 9.21K | Jun 30, 26 | +127 | 0.01% |
| Zhang Financial LLC | 9.08K | Jun 30, 26 | -27 | 0.01% |
| Schoolcraft Capital LLC | 8.88K | Jun 30, 26 | -540 | 0.01% |
| Sovran Advisors, LLC | 8.69K | Jun 30, 26 | +2.43K | 0.01% |
| Advisory Services Network, LLC | 8.68K | Jun 30, 26 | -137 | 0.01% |
| Mutual Advisors, LLC | 8.66K | Jun 30, 26 | -20 | 0.01% |
| Gilbert & Cook, Inc. | 8.62K | Jun 30, 26 | -- | 0.01% |
| VISIONARY HORIZONS, LLC | 8.50K | Jun 30, 26 | +2.27K | 0.01% |
| IVC Wealth Advisors LLC | 8.44K | Jun 30, 26 | +613 | 0.01% |
| Busey Wealth Management | 8.29K | Jun 30, 26 | -- | 0.01% |
| Berger Financial Group, Inc | 8.29K | Jun 30, 26 | -2.57K | 0.01% |
| American Capital Advisory, LLC | 8.19K | Jun 30, 26 | -59 | 0.01% |
| Geometric Wealth Advisors | 8.11K | Jun 30, 26 | +642 | 0.01% |
| HRT FINANCIAL LP | 8.09K | Jun 30, 26 | +8.09K | 0.01% |
| CWC Advisors, LLC. | 8.09K | Jun 30, 26 | +55 | 0.01% |
| Dynamic Advisor Solutions LLC | 8.07K | Jun 30, 26 | +356 | 0.01% |
| Clearstead Advisors, LLC | 8.07K | Jun 30, 26 | +3 | 0.01% |
| Garde Capital, Inc. | 8.06K | Jun 30, 26 | -- | 0.01% |
| Ballast Financial Advisors LLC | 7.98K | Jun 30, 26 | -215 | 0.01% |
| CAHILL FINANCIAL ADVISORS INC | 7.94K | Jun 30, 26 | +17 | 0.01% |
| MASECO LLP | 7.89K | Jun 30, 26 | -- | 0.01% |
| Empower Advisory Group, LLC | 7.87K | Jun 30, 26 | +1.26K | 0.01% |
| Flaharty Asset Management, LLC | 7.79K | Jun 30, 26 | -1.15K | 0.01% |
| Dorsey & Whitney Trust CO LLC | 7.78K | Jun 30, 26 | +7.78K | 0.01% |
| Seaside Wealth Management, Inc. | 7.59K | Jun 30, 26 | -106 | 0.01% |
| May Hill Capital, LLC | 7.58K | Jun 30, 26 | -66 | 0.01% |
| TIAA Wealth Investment Management LLC | 7.58K | Jun 30, 26 | -1.78K | 0.01% |
| PFG Advisors | 7.43K | Jun 30, 26 | +853 | 0.01% |
| Members Trust Co | 7.42K | Jun 30, 26 | -- | 0.01% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7.23K | Jun 30, 26 | -- | 0.01% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 7.18K | Jun 30, 26 | +7.18K | 0.01% |
| Smartleaf Asset Management LLC | 7.14K | Jun 30, 26 | -- | 0.01% |
| White Lighthouse Investment Management Inc. | 7.13K | Jun 30, 26 | -56 | 0.01% |
| SAX WEALTH ADVISORS, LLC | 6.86K | Jun 30, 26 | +38 | 0.01% |
| Tranquility Partners, LLC | 6.85K | Jun 30, 26 | -- | 0.01% |
| Ethic Inc. | 6.81K | Jun 30, 26 | +6.81K | 0.01% |
| BRADLEY FOSTER & SARGENT INC/CT | 6.78K | Jun 30, 26 | -- | 0.01% |
| Kestra Advisory Services, LLC | 6.68K | Jun 30, 26 | +6.68K | 0.01% |
| FIFTH THIRD BANCORP | 6.63K | Jun 30, 26 | +466 | 0.01% |
| Brookstone Capital Management | 6.56K | Jun 30, 26 | +6.56K | 0.01% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 6.54K | Jun 30, 26 | -256 | 0.01% |
| Comprehensive Money Management Services LLC | 6.53K | Jun 30, 26 | +100 | 0.01% |
| Payne Capital Management, LLC | 6.47K | Jun 30, 26 | -587 | 0.01% |
| Compass Financial Group, INC/SD | 6.46K | Jun 30, 26 | +6.46K | 0.01% |
| Advisory Alpha, LLC | 6.43K | Jun 30, 26 | -383 | 0.01% |
| BLAIR WILLIAM & CO/IL | 6.26K | Jun 30, 26 | +18 | 0.01% |
| Simplicity Wealth,LLC | 6.22K | Jun 30, 26 | -460 | 0.01% |
| Asset Dedication, LLC | 6.15K | Jun 30, 26 | -413 | 0.01% |
| Aspiring Ventures, LLC | 6.04K | Jun 30, 26 | -150 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.00K | Jun 30, 26 | +1.15K | 0.01% |
| Port Capital LLC | 6.00K | Jun 30, 26 | -- | 0.01% |
| Uptown Financial Advisors LLC | 5.96K | Jun 30, 26 | -23 | 0.01% |
| Aptus Capital Advisors, LLC | 5.92K | Jun 30, 26 | +674 | 0.01% |
| Birchwood Financial Partners, Inc. | 5.88K | Jun 30, 26 | +13 | 0.01% |
| Kathmere Capital Management, LLC | 5.85K | Jun 30, 26 | -- | 0.01% |
| Alpha Omega Wealth Management LLC | 5.79K | Jun 30, 26 | -72 | 0.01% |
| Financial Concepts Unlimited, Inc. | 5.74K | Jun 30, 26 | +16 | 0.01% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 5.62K | Jun 30, 26 | -- | 0.01% |
| Black Diamond Financial, LLC | 5.58K | Jun 30, 26 | +1 | 0.01% |
| Arvest Bank Trust Division | 5.57K | Jun 30, 26 | -- | 0.01% |
| VISTA CAPITAL PARTNERS, INC. | 5.54K | Jun 30, 26 | -845 | 0.01% |
| Single Point Partners, LLC | 5.53K | Jun 30, 26 | -16 | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 5.51K | Jun 30, 26 | -- | 0.00% |
| Worth Asset Management, LLC | 5.51K | Jun 30, 26 | -25 | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 5.48K | Jun 30, 26 | -2.85K | 0.00% |
| Aurelius Family Office LLC | 5.34K | Jun 30, 26 | -- | 0.00% |
| Aspen Grove Capital, LLC | 5.20K | Jun 30, 26 | +8 | 0.00% |
| Wealthspire Advisors, LLC | 5.08K | Jun 30, 26 | +5.08K | 0.00% |
| North Forty Two & Co. | 5.07K | Jun 30, 26 | -- | 0.00% |
| Sensible Money, LLC | 5.04K | Jun 30, 26 | +4 | 0.00% |
| MBL Wealth, LLC | 5.00K | Jun 30, 26 | -1.50K | 0.00% |
| Kovack Advisors, Inc. | 4.99K | Jun 30, 26 | +4.99K | 0.00% |
| Brickley Wealth Management | 4.86K | Jun 30, 26 | +40 | 0.00% |
| Wilson & Boucher Capital Management, LLC | 4.85K | Jun 30, 26 | -- | 0.00% |
| Odyssey Capital Advisors, Inc. | 4.83K | Jun 30, 26 | +4.83K | 0.00% |
| Facet Wealth, Inc. | 4.82K | Jun 30, 26 | +4.82K | 0.00% |
| Tribridge Partners Financial LLC | 4.80K | Jun 30, 26 | -- | 0.00% |
| TRUIST FINANCIAL CORP | 4.77K | Jun 30, 26 | -193 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 4.76K | Jun 30, 26 | +4.76K | 0.00% |
| HHM Wealth Advisors, LLC | 4.71K | Jun 30, 26 | -- | 0.00% |
| Accredited Investors Inc. | 4.69K | Jun 30, 26 | +103 | 0.00% |
| Manuka Financial, LLC | 4.60K | Jun 30, 26 | -- | 0.00% |
| Advus Financial Partners, LLC | 4.56K | Jun 30, 26 | +4.56K | 0.00% |
| Carolina Wealth Advisors, LLC | 4.55K | Jun 30, 26 | -241 | 0.00% |
| Landmark Wealth Management, LLC | 4.53K | Jun 30, 26 | -93 | 0.00% |
| Broussard Financial Group LLC | 4.51K | Jun 30, 26 | +4.51K | 0.00% |
| First National Bank of Mount Dora, Trust Investment Services | 4.50K | Jun 30, 26 | -- | 0.00% |
| Ironsides Asset Advisors, LLC | 4.49K | Jun 30, 26 | -- | 0.00% |
| Sanctuary Advisors, LLC | 4.49K | Jun 30, 26 | +4.49K | 0.00% |
| PFG Investments, LLC | 4.48K | Jun 30, 26 | +4.48K | 0.00% |
| Parcion Private Wealth LLC | 4.47K | Jun 30, 26 | -550 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4.46K | Jun 30, 26 | +38 | 0.00% |
| Evanson Financial, LLC | 4.43K | Jun 30, 26 | +4.43K | 0.00% |
| Avidian Wealth Solutions, LLC | 4.42K | Jun 30, 26 | +1 | 0.00% |
| Clarity Capital Advisors, LLC | 4.40K | Jun 30, 26 | +10 | 0.00% |
| LBMC INVESTMENT ADVISORS, LLC | 4.34K | Jun 30, 26 | -- | 0.00% |
| Auxano Advisors, LLC | 4.32K | Jun 30, 26 | -- | 0.00% |
| BROWN ADVISORY INC | 4.22K | Jun 30, 26 | -243 | 0.00% |
| ALESCO ADVISORS LLC | 4.22K | Jun 30, 26 | -1.10K | 0.00% |
| MOTCO | 3.92K | Jun 30, 26 | -2.73K | 0.00% |
| Steward Partners Investment Advisory, LLC | 3.71K | Jun 30, 26 | +1.04K | 0.00% |
| VANGUARD ADVISERS INC | 3.71K | Jun 30, 26 | +232 | 0.00% |
| EXCHANGE TRADED CONCEPTS, LLC | 3.61K | Jun 30, 26 | +3.61K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 3.15K | Jun 30, 26 | -- | 0.00% |
| Evolution Advisers, Inc. | 3.15K | Jun 30, 26 | +3.15K | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 3.02K | Jun 30, 26 | +3.02K | 0.00% |
| CITIGROUP INC | 2.93K | Jun 30, 26 | +1.18K | 0.00% |
| IFG Advisory, LLC | 2.91K | Jun 30, 26 | +2.91K | 0.00% |
| DUNCKER STREETT & CO INC | 2.65K | Jun 30, 26 | +3 | 0.00% |
| Rockefeller Capital Management L.P. | 2.63K | Jun 30, 26 | -95 | 0.00% |
| PINNEY & SCOFIELD, INC. | 2.63K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 2.60K | Jun 30, 26 | -11 | 0.00% |
| Meramec Financial Planners, LLC | 2.60K | Jun 30, 26 | +6 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.59K | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 2.57K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 2.44K | Jun 30, 26 | -98 | 0.00% |
| Versant Capital Management, Inc | 2.44K | Jun 30, 26 | +2 | 0.00% |
| Raleigh Capital Management Inc. | 2.38K | Jun 30, 26 | +364 | 0.00% |
| Clearstead Trust, LLC | 2.36K | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2.30K | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 2.25K | Jun 30, 26 | -49 | 0.00% |
| Global Retirement Partners, LLC | 2.24K | Jun 30, 26 | +2.24K | 0.00% |
| Daytona Street Capital LLC | 2.20K | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 2.09K | Jun 30, 26 | -1.44K | 0.00% |
| Access Investment Management LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 1.97K | Jun 30, 26 | -- | 0.00% |
| GW&K Investment Management, LLC | 1.95K | Jun 30, 26 | -11 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 1.93K | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 1.91K | Jun 30, 26 | +1.68K | 0.00% |
| Newton One Investments LLC | 1.90K | Jun 30, 26 | +5 | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 1.90K | Jun 30, 26 | +1.48K | 0.00% |
| Godfrey Financial Associates, Inc. | 1.87K | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 1.77K | Jun 30, 26 | -6 | 0.00% |
| Parallel Advisors, LLC | 1.77K | Jun 30, 26 | +463 | 0.00% |
| Cranbrook Wealth Management, LLC | 1.77K | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 1.70K | Jun 30, 26 | -- | 0.00% |
| Operose Advisors LLC | 1.69K | Jun 30, 26 | -503 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 1.40K | Jun 30, 26 | +3 | 0.00% |
| CHAPMAN FINANCIAL GROUP, LLC | 1.39K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 1.25K | Jun 30, 26 | +16 | 0.00% |
| Kilter Group LLC | 1.20K | Jun 30, 26 | +270 | 0.00% |
| MCF Advisors LLC | 1.19K | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 1.12K | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 1.09K | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 1.03K | Jun 30, 26 | +76 | 0.00% |
| WealthCollab, LLC | 1.01K | Jun 30, 26 | -- | 0.00% |
| FIRST COMMUNITY TRUST NA | 1.00K | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 983 | Jun 30, 26 | -741 | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 970 | Jun 30, 26 | +970 | 0.00% |
| CX Institutional | 958 | Jun 30, 26 | +958 | 0.00% |
| RED REEF ADVISORS LLC | 955 | Jun 30, 26 | +2 | 0.00% |
| SRS Capital Advisors, Inc. | 928 | Jun 30, 26 | +332 | 0.00% |
| Dunhill Financial, LLC | 916 | Jun 30, 26 | +2 | 0.00% |
| Pinnacle Bancorp, Inc. | 911 | Jun 30, 26 | -40 | 0.00% |
| Fairway Wealth LLC | 879 | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 806 | Jun 30, 26 | +806 | 0.00% |
| UMB Bank, n.a. | 750 | Jun 30, 26 | +750 | 0.00% |
| IMG Wealth Management, Inc. | 706 | Jun 30, 26 | +31 | 0.00% |
| WHITTIER TRUST CO | 685 | Jun 30, 26 | +1 | 0.00% |
| Independence Bank of Kentucky | 684 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 673 | Jun 30, 26 | -811 | 0.00% |
| Front Row Advisors LLC | 662 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 616 | Jun 30, 26 | -- | 0.00% |
| Activest Wealth Management | 611 | Jun 30, 26 | +1 | 0.00% |
| Cassaday & Co Wealth Management LLC | 594 | Jun 30, 26 | +69 | 0.00% |
| Smithfield Trust Co | 589 | Jun 30, 26 | -- | 0.00% |
| PROFFITT & GOODSON INC | 559 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 537 | Jun 30, 26 | +537 | 0.00% |
| HOWE & RUSLING INC | 522 | Jun 30, 26 | +217 | 0.00% |
| Ancora Advisors, LLC | 502 | Jun 30, 26 | -- | 0.00% |
| Burk Holdings LLC | 494 | Jun 30, 26 | -146 | 0.00% |
| TFC Financial Management, Inc. | 479 | Jun 30, 26 | -- | 0.00% |
| Crewe Advisors LLC | 467 | Jun 30, 26 | -- | 0.00% |
| HOEY INVESTMENTS, INC | 450 | Jun 30, 26 | -10 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 440 | Jun 30, 26 | -- | 0.00% |
| Vanguard National Trust Co | 386 | Jun 30, 26 | -- | 0.00% |
| 4Thought Financial Group Inc. | 379 | Jun 30, 26 | -9 | 0.00% |
| Elevated Capital Advisors, LLC | 372 | Jun 30, 26 | -- | 0.00% |
| PFC CAPITAL GROUP, INC. | 369 | Jun 30, 26 | +1 | 0.00% |
| ASSETMARK, INC | 353 | Jun 30, 26 | +91 | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 348 | Jun 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 346 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 340 | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 331 | Jun 30, 26 | -- | 0.00% |
| VAN DEN BERG MANAGEMENT I, INC | 300 | Jun 30, 26 | +300 | 0.00% |
| Allied Private Wealth LLC | 278 | Jun 30, 26 | +278 | 0.00% |
| Bogart Wealth, LLC | 263 | Jun 30, 26 | -- | 0.00% |
| GSB Wealth Management, LLC | 258 | Jun 30, 26 | +10 | 0.00% |
| Wagner Wealth Management, LLC | 246 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 245 | Jun 30, 26 | -- | 0.00% |
| Hamilton Point Investment Advisors, LLC | 214 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 212 | Jun 30, 26 | -30 | 0.00% |
| Wilkerson Advisory Group LLC | 210 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 204 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 198 | Jun 30, 26 | -- | 0.00% |
| CrossGen Wealth, LLC | 190 | Jun 30, 26 | +190 | 0.00% |
| Harborfront Financial Group LLC | 162 | Jun 30, 26 | +162 | 0.00% |
| Nalls Sherbakoff Group, LLC | 160 | Jun 30, 26 | -- | 0.00% |
| PITTENGER & ANDERSON INC | 150 | Jun 30, 26 | -- | 0.00% |
| Harbor Asset Planning, Inc. | 138 | Jun 30, 26 | +138 | 0.00% |
| JDM Financial Group LLC | 131 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 122 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 120 | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 119 | Jun 30, 26 | -210 | 0.00% |
| Silver Grove Financial Group, Inc. | 114 | Jun 30, 26 | +114 | 0.00% |
| HM PAYSON & CO | 110 | Jun 30, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 110 | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 108 | Jun 30, 26 | -2.12K | 0.00% |
| Triumph Capital Management | 107 | Jun 30, 26 | +8 | 0.00% |
| Signature Resources Capital Management, LLC | 89 | Jun 30, 26 | -17 | 0.00% |
| Waverly Advisors, LLC | 87 | Jun 30, 26 | -253 | 0.00% |
| Kozak & Associates, Inc. | 87 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 83 | Jun 30, 26 | -168 | 0.00% |
| AdvisorNet Financial, Inc | 74 | Jun 30, 26 | -193 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 71 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 71 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 66 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 66 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 66 | Jun 30, 26 | +66 | 0.00% |
| TRUST CO OF VERMONT | 64 | Jun 30, 26 | +64 | 0.00% |
| SIGNATUREFD, LLC | 62 | Jun 30, 26 | -- | 0.00% |
| Game Plan Financial Advisors, LLC | 61 | Jun 30, 26 | -239 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 61 | Jun 30, 26 | -51 | 0.00% |
| AMERIFLEX GROUP, INC. | 58 | Jun 30, 26 | +58 | 0.00% |
| Vermillion Wealth Management, Inc. | 57 | Jun 30, 26 | -244 | 0.00% |
| PROSPERITY BANCSHARES INC | 54 | Jun 30, 26 | -- | 0.00% |
| Anchor Bay Capital, Inc. | 52 | Jun 30, 26 | +52 | 0.00% |
| Pillar Financial Advisors, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 50 | Jun 30, 26 | -167 | 0.00% |
| Main Street Group, LTD | 37 | Jun 30, 26 | -- | 0.00% |
| Addison Advisors LLC | 37 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 37 | Jun 30, 26 | +37 | 0.00% |
| BFSG, LLC | 36 | Jun 30, 26 | -- | 0.00% |
| Greykasell Wealth Strategies, Inc. | 36 | Jun 30, 26 | -- | 0.00% |
| Community Bank, N.A. | 33 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 31 | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 29 | Jun 30, 26 | -- | 0.00% |
| DiNuzzo Private Wealth, Inc. | 29 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 25 | Jun 30, 26 | -367 | 0.00% |
| 3 FACTOR INDEXING, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Solstein Capital, LLC | 23 | Jun 30, 26 | -- | 0.00% |
| OAK HARBOR WEALTH PARTNERS, LLC | 20 | Jun 30, 26 | -496 | 0.00% |
| Graney & King, LLC | 18 | Jun 30, 26 | +1 | 0.00% |
| Valued Wealth Advisors LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 15 | Jun 30, 26 | -820 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 14 | Jun 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 13 | Jun 30, 26 | +13 | 0.00% |
| Frazier Financial Advisors, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Cordant, Inc. | 12 | Jun 30, 26 | +12 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 12 | Jun 30, 26 | -11 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 12 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 8 | Jun 30, 26 | -- | 0.00% |
| AMERICAN NATIONAL BANK | 5 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| First Pacific Financial | -- | Jun 30, 26 | -6 | -- |
| Portus Wealth Advisors, LLC | -- | Jun 30, 26 | -14 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -2.48K | -- |
| RFG Advisory, LLC | -- | Jun 30, 26 | -6.84K | -- |
| Schwallier Wealth Management LLC | -- | Jun 30, 26 | -7.95K | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -1.25K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -16 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -409 | -- |
| Ballentine Capital Advisors, Inc | -- | Jun 30, 26 | -4.57K | -- |
| IEQ CAPITAL, LLC | -- | Jun 30, 26 | -5.51K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -15.31K | -- |
| Johnson Financial Group, Inc. | -- | Jun 30, 26 | -525 | -- |
| SUMMITRY LLC | -- | Jun 30, 26 | -5.18K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Jun 30, 26 | -17.50K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.74K | -- |
| Summit Financial Strategies, Inc. | -- | Jun 30, 26 | -13.29K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -209.97K | -- |
| Creative Capital Management Investments LLC | -- | Jun 30, 26 | -18 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -341 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -338 | -- |
| CWM, LLC | 18.76K | Mar 31, 26 | -5.59K | 0.02% |
| Parkside Financial Bank & Trust | 16.39K | Mar 31, 26 | -- | 0.01% |
| Skopos Labs, Inc. | 13.45K | Mar 31, 26 | -53 | 0.01% |
| Mill Creek Capital Advisors, LLC | 10.01K | Mar 31, 26 | -- | 0.01% |
| Coordinated Financial Services, Inc. | 4.68K | Mar 31, 26 | +198 | 0.00% |
| Evanson Asset Management, LLC | 4.42K | Mar 31, 26 | -820 | 0.00% |
| Jackson Hole Capital Partners, LLC | 2.01K | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 500 | Mar 31, 26 | +500 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 38 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 32 | Mar 31, 26 | +18 | 0.00% |
| Divergent Planning, LLC | 137.68K | Dec 31, 25 | +2.75K | 0.12% |
| Clearview Wealth Advisors LLC | 18.59K | Dec 31, 25 | +472 | 0.02% |
| CAPITAL INSIGHT PARTNERS, LLC | 14.71K | Dec 31, 25 | -4.84K | 0.01% |
| Northwest Capital Management Inc | 4.26K | Dec 31, 25 | -6.66K | 0.00% |
| COMERICA BANK | 3.60K | Dec 31, 25 | +1 | 0.00% |
| CIBC Private Wealth Group, LLC | 3.59K | Dec 31, 25 | -267 | 0.00% |
| Litman Gregory Wealth Management LLC | 535 | Dec 31, 25 | +535 | 0.00% |
| Blue Barn Wealth, LLC | -- | Dec 31, 25 | -17.81K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.30K | -- |
| JFG Wealth Management, LLC | 378.62K | Sep 30, 25 | -14.58K | 0.34% |
| Kathleen S. Wright Associates Inc. | 127.09K | Sep 30, 25 | +985 | 0.12% |
| Fortress Wealth Management, Inc. | 22.31K | Sep 30, 25 | +2 | 0.02% |
| MARSHALL FINANCIAL GROUP INC /ADV | 20.34K | Sep 30, 25 | -- | 0.02% |
| Vishria Bird Financial Group, LLC | 5.82K | Sep 30, 25 | -- | 0.01% |
| Abich Financial Wealth Management LLC | 1.02K | Sep 30, 25 | +1.02K | 0.00% |
| Promus Capital, LLC | 340 | Sep 30, 25 | -- | 0.00% |
| FSA Wealth Management LLC | 61 | Sep 30, 25 | -- | 0.00% |
| Lowe Wealth Advisors, LLC | 24 | Sep 30, 25 | +24 | 0.00% |
| Strive Asset Management, LLC | -- | Sep 30, 25 | -6.02K | -- |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -212 | -- |
| PrairieView Partners, LLC | 204.06K | Jun 30, 25 | +23.55K | 0.18% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 173.26K | Jun 30, 25 | -887 | 0.16% |
| DHK Financial Advisors, Inc. | 56.12K | Jun 30, 25 | +123 | 0.05% |
| Iron Horse Wealth Management, LLC | 331 | Jun 30, 25 | -- | 0.00% |
| Christopher J. Hasenberg, Inc | 103 | Jun 30, 25 | +103 | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 12 | Jun 30, 25 | +12 | 0.00% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -30 | -- |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -31 | -- |
| LPF Advisors LLC | 122.49K | Mar 31, 25 | +9.09K | 0.11% |
| Horan Capital Advisors, LLC. | 41.51K | Mar 31, 25 | -1.49K | 0.04% |
| Orion Portfolio Solutions, LLC | 10.75K | Mar 31, 25 | +180 | 0.01% |
| Sandy Spring Bank | 945 | Mar 31, 25 | -65 | 0.00% |
| TAP Consulting, LLC | 67.44K | Dec 31, 24 | +2.52K | 0.06% |
| Compass Investment Advisers LLC | 16.64K | Dec 31, 24 | +16.64K | 0.02% |
| SignalPoint Asset Management, LLC | 11.09K | Dec 31, 24 | -1.60K | 0.01% |
| Merriman Wealth Management, LLC | 7.71K | Dec 31, 24 | +144 | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -835 | -- |
| PRIVATE CAPITAL MANAGEMENT LLC | -- | Dec 31, 24 | -119 | -- |
| Raymond James Financial Services Advisors, Inc. | 55.20K | Sep 30, 24 | -2.19K | 0.05% |
| Diversified, LLC | 54.93K | Sep 30, 24 | +5.61K | 0.05% |
| Annapolis Financial Services, LLC | 11.19K | Sep 30, 24 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 8.10K | Sep 30, 24 | -154 | 0.01% |
| Garrison Asset Management, LLC | 5.96K | Sep 30, 24 | +101 | 0.01% |
| M&R CAPITAL MANAGEMENT INC | 457 | Sep 30, 24 | +1 | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 29 | Sep 30, 24 | +29 | 0.00% |
| BlackRock Inc. | 1.29M | Jun 30, 24 | +191.90K | 1.17% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 42.31K | Jun 30, 24 | -1.28K | 0.04% |
| Private Ocean, LLC | 32 | Jun 30, 24 | +32 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -249 | -- |
| Charles Schwab Investment Advisory, Inc. | 39.18M | Mar 31, 24 | +383.50K | 35.50% |
| Cetera Advisor Networks LLC | 127.04K | Mar 31, 24 | +2.90K | 0.12% |
| Cetera Advisors LLC | 63.27K | Mar 31, 24 | +55.49K | 0.06% |
| Retirement Group, LLC | 176 | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 34.99K | Dec 31, 23 | +34.99K | 0.03% |
| Bartlett & Co. LLC | 2.65K | Dec 31, 23 | -354 | 0.00% |
| COLONY GROUP LLC | 919.90K | Sep 30, 23 | -17.86K | 0.83% |
| Trellis Advisors, LLC | 41.30K | Sep 30, 23 | +132 | 0.04% |
| MADISON WEALTH MANAGEMENT | 15.30K | Sep 30, 23 | -- | 0.01% |
| COMERICA SECURITIES,INC. | 6.75K | Sep 30, 23 | +6.75K | 0.01% |
| Column Capital Advisors, LLC | 35 | Sep 30, 23 | -- | 0.00% |
| ROPES WEALTH ADVISORS LLC | -- | Sep 30, 23 | -59.86K | -- |
| Icon Wealth Partners, LLC | -- | Sep 30, 23 | -4.07K | -- |
| TIAA, FSB | 1.68M | Jun 30, 23 | -226.09K | 1.52% |
| Relaxing Retirement Coach | 43.67K | Jun 30, 23 | +7.99K | 0.04% |
| First Capital Advisors Group, LLC. | 43.49K | Jun 30, 23 | -1.32K | 0.04% |
| Carlsbad Wealth Advisory Group, Inc. | 21.47K | Jun 30, 23 | +21.47K | 0.02% |
| Intercontinental Wealth Advisors, LLC | 17.45K | Jun 30, 23 | +86 | 0.02% |
| Vigilant Capital Management, LLC | 2.20K | Jun 30, 23 | +2.20K | 0.00% |
| BDO Wealth Advisors, LLC | 277 | Jun 30, 23 | +1 | 0.00% |
| PIERSHALE FINANCIAL GROUP, INC. | 200 | Jun 30, 23 | -- | 0.00% |
| Endurance Wealth Management, Inc. | 77 | Jun 30, 23 | -- | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -55 | -- |
| Southern Wealth Management, LLP | 677.32K | Mar 31, 23 | +2.15K | 0.61% |
| Baldrige Asset Management LLC | 40.75K | Mar 31, 23 | -64 | 0.04% |
| Personal Capital Advisors Corp | 7.07K | Dec 31, 22 | +7.07K | 0.01% |
| Capital Directions Investment Advisors, LLC | 2.50K | Dec 31, 22 | +2.50K | 0.00% |
| Red Cedar Capital, LLC | 1.81K | Dec 31, 22 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 1.52K | Dec 31, 22 | +157 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 17 | Dec 31, 22 | +17 | 0.00% |
| GOFEN & GLOSSBERG LLC /IL/ | -- | Dec 31, 22 | -9.42K | -- |
| Radnor Financial Advisors, LLC | 991.94K | Sep 30, 22 | +38.55K | 0.90% |
| Portfolio Solutions, LLC | 208.42K | Sep 30, 22 | -4.03K | 0.19% |
| RGT Wealth Advisors, LLC | 55.12K | Sep 30, 22 | -18.54K | 0.05% |
| BLUESTEIN R H & CO LLC | 25.76K | Sep 30, 22 | +7.78K | 0.02% |
| REGENTATLANTIC CAPITAL LLC | 13.95K | Sep 30, 22 | -8.77K | 0.01% |
| MUFG Americas Holdings Corp | 918 | Sep 30, 22 | +250 | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 675 | Sep 30, 22 | +675 | 0.00% |
| American Portfolios Advisors | 393 | Sep 30, 22 | -- | 0.00% |
| Strategic Asset Management, LLC | -- | Sep 30, 22 | -49 | -- |
| 55I, LLC | -- | Sep 30, 22 | -21.42K | -- |
| Corient Capital Partners, LLC | -- | Sep 30, 22 | -47.64K | -- |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | 10.80K | Jun 30, 22 | +811 | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 33.52K | Mar 31, 22 | +23.50K | 0.03% |
| IndexIQ Advisors LLC | 3.27K | Mar 31, 22 | -91.02K | 0.00% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 22 | Mar 31, 22 | -19 | 0.00% |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -255 | -- |
| Heritage Way Advisors, LLC | 14.96K | Dec 31, 21 | +139 | 0.01% |
| MD Financial Management Inc. | 936 | Dec 31, 21 | +936 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 118 | Dec 31, 21 | +118 | 0.00% |
| HawsGoodwin Investment Management LLC | 65 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -1.56K | -- |
| MANAGED ACCOUNT SERVICES INC | 83.53K | Sep 30, 21 | -13.48K | 0.08% |
| Homrich & Berg | 8.73K | Sep 30, 21 | -912 | 0.01% |
| Sonora Investment Management, LLC | 500 | Sep 30, 21 | +500 | 0.00% |
| Filbrandt Wealth Management, LLC | -- | Sep 30, 21 | -61 | -- |
| Financial Consulate Inc. | 137.01K | Jun 30, 21 | +137.01K | 0.12% |
| MACRO Consulting Group | 9.32K | Jun 30, 21 | +291 | 0.01% |
| Hoover Financial Advisors, Inc. | 1.21K | Jun 30, 21 | -- | 0.00% |
| OLD MISSION CAPITAL, LLC | 6.33K | Dec 31, 20 | +6.33K | 0.01% |
| Reby Advisors, LLC | 707 | Dec 31, 20 | +707 | 0.00% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 25 | Dec 31, 20 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 121.23K | Sep 30, 20 | -21.36K | 0.11% |
| Independence Advisors, LLC | 1.21K | Sep 30, 20 | -- | 0.00% |
| Stearns Financial Services Group | -- | Sep 30, 20 | -6.88K | -- |
| SHINE INVESTMENT ADVISORY SERVICES INC | -- | Sep 30, 20 | -3.76K | -- |
| Maxim Capital Management LLC | 22.59K | Jun 30, 20 | -79 | 0.02% |
| Lenox Wealth Management, Inc. | 949 | Jun 30, 20 | +54 | 0.00% |
| TRUEWEALTH LLC | 236 | Jun 30, 20 | -- | 0.00% |
| FIDUCIARY TRUST INTERNATIONAL LLC | -- | Jun 30, 20 | -25.00K | -- |
| Stratford Consulting, LLC | 122.33K | Mar 31, 20 | +122.33K | 0.11% |
| Advisor Group, Inc. | 39.51K | Dec 31, 19 | +3.76K | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 13.18K | Dec 31, 19 | -808 | 0.01% |
| Live Your Vision, LLC | 38.05K | Mar 31, 19 | +2.89K | 0.03% |
| Opes Advisors Inc | 69.85K | Dec 31, 18 | +69.85K | 0.06% |
| WEALTHFRONT Corp | -- | Sep 30, 18 | -5.77K | -- |
| Vantage Investment Advisors, LLC | -- | Sep 30, 18 | -254 | -- |
| Edge Advisors, LLC | 864 | Jun 30, 18 | -- | 0.00% |
| GFS Private Wealth, LLC | 143.21K | Dec 31, 17 | +143.21K | 0.13% |
| ROBERTSON STEPHENS ADVISORS LLC | 10.99K | Sep 30, 17 | +4.53K | 0.01% |
| iAB Financial Bank | 25.45K | Jun 30, 17 | +8.40K | 0.02% |
| Kernodle & Katon Asset Management Group, LLC | 45.24K | Mar 31, 17 | -578 | 0.04% |
| MSI Financial Services Inc | 898 | Dec 31, 16 | -- | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -14.82K | -- |
| Gupta Wealth Management LLC | 7.14K | Mar 31, 16 | +4.99K | 0.01% |
| Carnick & Kubik, LLC | 273 | Mar 31, 16 | +273 | 0.00% |
| ASPIRIANT HOLDINGS S3, LLC | 43.99K | Dec 31, 15 | +3.19K | 0.04% |
| FutureAdvisor, Inc. | 243.64K | Sep 30, 15 | -12.75K | 0.22% |
| BOSTON PRIVATE BANK & TRUST CO | 79.73K | Mar 31, 15 | -2.98K | 0.07% |
| UBS AG | 1.88K | Sep 30, 14 | -27 | 0.00% |
| Long Wharf Investors, Inc. | 13.38K | Jun 30, 14 | -739 | 0.01% |
| Jane Street Holding, LLC | 11.07K | Dec 31, 13 | +11.07K | 0.01% |