SCHH(SCHH)
SCHH
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 59.84M | Jun 30, 26 | -44.25K | 13.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49.79M | Jun 30, 26 | +42.22M | 10.86% |
| US BANCORP \DE\ | 34.33M | Jun 30, 26 | +657.47K | 7.49% |
| FMR LLC | 24.73M | Jun 30, 26 | -403.40K | 5.40% |
| Creative Planning | 19.66M | Jun 30, 26 | -701.16K | 4.29% |
| ENVESTNET ASSET MANAGEMENT INC | 11.76M | Jun 30, 26 | +712.10K | 2.57% |
| DUMAC, INC. | 7.93M | Jun 30, 26 | -- | 1.73% |
| TWO SIGMA INVESTMENTS, LP | 3.19M | Jun 30, 26 | -8.84M | 0.70% |
| Cerity Partners LLC | 2.72M | Jun 30, 26 | +64.42K | 0.59% |
| BENJAMIN EDWARDS INC | 2.23M | Jun 30, 26 | +129.66K | 0.49% |
| AMERIPRISE FINANCIAL INC | 2.18M | Jun 30, 26 | +151.43K | 0.48% |
| MASON STREET ADVISORS, LLC | 2.16M | Jun 30, 26 | +514.99K | 0.47% |
| Elm Partners Management LLC | 1.82M | Jun 30, 26 | +805.79K | 0.40% |
| Charles Schwab Trust Co | 1.50M | Jun 30, 26 | -592 | 0.33% |
| RATIONAL ADVISORS LLC | 1.37M | Jun 30, 26 | +147.71K | 0.30% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.11M | Jun 30, 26 | +45.11K | 0.24% |
| M&T BANK CORP | 1.05M | Jun 30, 26 | +1.69K | 0.23% |
| HANTZ FINANCIAL SERVICES, INC. | 975.23K | Jun 30, 26 | +47.91K | 0.21% |
| MANNING & NAPIER ADVISORS LLC | 963.42K | Jun 30, 26 | +253.94K | 0.21% |
| FOSTER & MOTLEY INC | 944.79K | Jun 30, 26 | -45.27K | 0.21% |
| Invesco Ltd. | 944.50K | Jun 30, 26 | +281.31K | 0.21% |
| Pioneer Wealth Management Group | 883.19K | Jun 30, 26 | +67.46K | 0.19% |
| BlackRock, Inc. | 874.40K | Jun 30, 26 | -298.58K | 0.19% |
| ZynergyRetirementPlanningLLC | 820.72K | Jun 30, 26 | +14.39K | 0.18% |
| Betterment LLC | 794.60K | Jun 30, 26 | -1.15K | 0.17% |
| Waverly Advisors, LLC | 770.63K | Jun 30, 26 | +24.49K | 0.17% |
| PRINCIPAL SECURITIES, INC. | 733.15K | Jun 30, 26 | +52.18K | 0.16% |
| Morningstar Investment Management LLC | 705.18K | Jun 30, 26 | -- | 0.15% |
| Beacon Pointe Advisors, LLC | 625.16K | Jun 30, 26 | +15.23K | 0.14% |
| D. E. Shaw & Co., Inc. | 595.92K | Jun 30, 26 | +483.54K | 0.13% |
| Tortoise Investment Management, LLC | 570.74K | Jun 30, 26 | +9.44K | 0.12% |
| Krilogy Financial LLC | 527.59K | Jun 30, 26 | +11.06K | 0.12% |
| LPL Financial LLC | 519.85K | Jun 30, 26 | +152.00K | 0.11% |
| Courage Miller Partners, LLC | 518.73K | Jun 30, 26 | -3.33K | 0.11% |
| PNC FINANCIAL SERVICES GROUP, INC. | 503.19K | Jun 30, 26 | -13.65K | 0.11% |
| Strategic Financial Planning, Inc. | 499.42K | Jun 30, 26 | +499.42K | 0.11% |
| Firestone Capital Management | 491.99K | Jun 30, 26 | +15.29K | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 478.95K | Jun 30, 26 | +98.40K | 0.10% |
| ASSETMARK, INC | 463.45K | Jun 30, 26 | +278.09K | 0.10% |
| Wealthfront Advisers LLC | 429.43K | Jun 30, 26 | +31.46K | 0.09% |
| Waterford Advisors, LLC | 429.16K | Jun 30, 26 | +26.65K | 0.09% |
| Vise Technologies, Inc. | 423.52K | Jun 30, 26 | +5.46K | 0.09% |
| Mariner, LLC | 423.39K | Jun 30, 26 | +22.83K | 0.09% |
| WEALTH MANAGEMENT RESOURCES, INC. | 407.24K | Jun 30, 26 | +346 | 0.09% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 403.26K | Jun 30, 26 | +5.82K | 0.09% |
| Colony Group, LLC | 395.39K | Jun 30, 26 | +35.43K | 0.09% |
| MORGAN STANLEY | 395.08K | Jun 30, 26 | +3.38K | 0.09% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 394.26K | Jun 30, 26 | -5.17K | 0.09% |
| FLOW TRADERS U.S. LLC | 382.56K | Jun 30, 26 | +382.56K | 0.08% |
| WELLS FARGO & COMPANY/MN | 354.24K | Jun 30, 26 | -1.94K | 0.08% |
| VISTA CAPITAL PARTNERS, INC. | 349.51K | Jun 30, 26 | +3.87K | 0.08% |
| Amicus Financial Advisors, LLC | 347.83K | Jun 30, 26 | -6.41K | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 343.60K | Jun 30, 26 | +24.43K | 0.07% |
| Rockefeller Capital Management L.P. | 342.80K | Jun 30, 26 | -11.84K | 0.07% |
| NATIONAL BANK OF CANADA /FI/ | 336.65K | Jun 30, 26 | -21.92K | 0.07% |
| Neuberger Berman Group LLC | 332.27K | Jun 30, 26 | -411 | 0.07% |
| Passive Capital Management, LLC. | 299.84K | Jun 30, 26 | -12.02K | 0.07% |
| UBS ASSET MANAGEMENT AMERICAS INC | 293.98K | Jun 30, 26 | -26 | 0.06% |
| Upper Left Wealth Management, LLC | 288.26K | Jun 30, 26 | +9.68K | 0.06% |
| CoreCap Advisors, LLC | 285.19K | Jun 30, 26 | +20.37K | 0.06% |
| BNP PARIBAS ARBITRAGE, SNC | 283.56K | Jun 30, 26 | -14.18K | 0.06% |
| BANK OF AMERICA CORP /DE/ | 283.40K | Jun 30, 26 | +34.00K | 0.06% |
| White & Co Financial Planning Inc | 281.31K | Jun 30, 26 | +2.08K | 0.06% |
| WealthCollab, LLC | 262.20K | Jun 30, 26 | +489 | 0.06% |
| UBS Group AG | 253.72K | Jun 30, 26 | -235.75K | 0.06% |
| Asset Allocation Strategies LLC | 252.80K | Jun 30, 26 | +4.49K | 0.06% |
| Stanich Group LLC | 245.09K | Jun 30, 26 | +18.02K | 0.05% |
| Williams Financial, LLC | 240.91K | Jun 30, 26 | +10.99K | 0.05% |
| Texas Yale Capital Corp. | 240.79K | Jun 30, 26 | -12.32K | 0.05% |
| Cypress Point Wealth Management, LLC | 240.43K | Jun 30, 26 | +8.57K | 0.05% |
| ZRC WEALTH MANAGEMENT, LLC | 235.30K | Jun 30, 26 | +4.19K | 0.05% |
| APPLETON PARTNERS INC/MA | 233.74K | Jun 30, 26 | +4.54K | 0.05% |
| Frisco Financial Planning LLC | 232.26K | Jun 30, 26 | +10.57K | 0.05% |
| Pure Financial Advisors, LLC | 221.58K | Jun 30, 26 | +444 | 0.05% |
| Good Steward Wealth Advisors,LLC | 217.17K | Jun 30, 26 | -880 | 0.05% |
| SMITH, MOORE & CO. | 210.94K | Jun 30, 26 | +4.30K | 0.05% |
| Baird Financial Group, Inc. | 209.61K | Jun 30, 26 | +1.77K | 0.05% |
| HighTower Advisors, LLC | 209.29K | Jun 30, 26 | +3.26K | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 201.71K | Jun 30, 26 | -13.27K | 0.04% |
| Fiduciary Alliance LLC | 200.31K | Jun 30, 26 | -1.95K | 0.04% |
| Almitas Capital LLC | 198.60K | Jun 30, 26 | +198.60K | 0.04% |
| Perigon Wealth Management, LLC | 193.27K | Jun 30, 26 | +24.49K | 0.04% |
| Cetera Investment Advisers | 191.17K | Jun 30, 26 | +889 | 0.04% |
| Quadrature Capital Ltd | 186.36K | Jun 30, 26 | +159.82K | 0.04% |
| Omega Financial Group, LLC | 178.95K | Jun 30, 26 | -1.22K | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 170.24K | Jun 30, 26 | +26.17K | 0.04% |
| Moisand Fitzgerald Tamayo, LLC | 167.88K | Jun 30, 26 | -2.44K | 0.04% |
| SWS Partners | 164.60K | Jun 30, 26 | -603 | 0.04% |
| Rooted Wealth Advisors, Inc. | 164.40K | Jun 30, 26 | +8.70K | 0.04% |
| Brooklyn FI, LLC | 161.31K | Jun 30, 26 | +5.35K | 0.04% |
| Tower Research Capital LLC (TRC) | 158.76K | Jun 30, 26 | -126.96K | 0.03% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 157.49K | Jun 30, 26 | -4.65K | 0.03% |
| Flatrock Wealth Partners LLC | 157.23K | Jun 30, 26 | +8.71K | 0.03% |
| Clearstead Advisors, LLC | 150.30K | Jun 30, 26 | +29 | 0.03% |
| LifePlan Investment Advisors, Inc. | 149.27K | Jun 30, 26 | -1.30K | 0.03% |
| Wealthcare Advisory Partners LLC | 137.74K | Jun 30, 26 | +13.66K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 136.34K | Jun 30, 26 | +31.86K | 0.03% |
| CIBC Bancorp USA Inc. | 129.90K | Jun 30, 26 | +16.36K | 0.03% |
| Plancorp, LLC | 128.10K | Jun 30, 26 | +128.10K | 0.03% |
| JMG Financial Group, Ltd. | 125.42K | Jun 30, 26 | +15.74K | 0.03% |
| RENAISSANCE TECHNOLOGIES LLC | 124.90K | Jun 30, 26 | +124.90K | 0.03% |
| BALLAST ADVISORS LLC | 124.14K | Jun 30, 26 | -1.77K | 0.03% |
| Guardian Financial Partners, LLC | 122.54K | Jun 30, 26 | +220 | 0.03% |
| Glassy Mountain Advisors, Inc. | 121.70K | Jun 30, 26 | +259 | 0.03% |
| Brinker Capital Investments, LLC | 119.75K | Jun 30, 26 | -47.99K | 0.03% |
| Sagace Wealth Management LLC | 119.72K | Jun 30, 26 | -3.48K | 0.03% |
| Landmark Wealth Management, LLC | 118.58K | Jun 30, 26 | +2.99K | 0.03% |
| Brand Asset Management Group, Inc. | 115.59K | Jun 30, 26 | -3.19K | 0.03% |
| Alaska Wealth Advisors | 107.66K | Jun 30, 26 | +6.53K | 0.02% |
| Madden Advisory Services, Inc. | 107.45K | Jun 30, 26 | -1.01K | 0.02% |
| Koss-Olinger Consulting, LLC | 106.85K | Jun 30, 26 | +746 | 0.02% |
| Black Diamond Financial, LLC | 105.38K | Jun 30, 26 | +1.47K | 0.02% |
| Midwest Trust Co | 105.20K | Jun 30, 26 | -707 | 0.02% |
| Ramiah Investment Group | 104.33K | Jun 30, 26 | +817 | 0.02% |
| Davis Capital Management | 104.13K | Jun 30, 26 | +5.39K | 0.02% |
| Schoolcraft Capital LLC | 103.41K | Jun 30, 26 | -752 | 0.02% |
| HRT FINANCIAL LP | 103.34K | Jun 30, 26 | -9.47K | 0.02% |
| MGO ONE SEVEN LLC | 103.09K | Jun 30, 26 | -906 | 0.02% |
| Brio Consultants, LLC | 102.85K | Jun 30, 26 | +3.12K | 0.02% |
| Summit Financial, LLC | 102.33K | Jun 30, 26 | +6.71K | 0.02% |
| Hexagon Capital Partners LLC | 101.84K | Jun 30, 26 | +10.60K | 0.02% |
| Wrenne Financial Planning LLC | 100.04K | Jun 30, 26 | +3.38K | 0.02% |
| Gotham Asset Management, LLC | 99.06K | Jun 30, 26 | -- | 0.02% |
| Stockman Wealth Management, Inc. | 98.35K | Jun 30, 26 | +6.82K | 0.02% |
| FC Advisory LLC | 97.21K | Jun 30, 26 | -3.88K | 0.02% |
| EPIQ PARTNERS, LLC | 97.15K | Jun 30, 26 | -222 | 0.02% |
| AWM CAPITAL, LLC | 96.94K | Jun 30, 26 | +159 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 95.28K | Jun 30, 26 | +42.32K | 0.02% |
| Farther Finance Advisors, LLC | 95.22K | Jun 30, 26 | +3.69K | 0.02% |
| MML INVESTORS SERVICES, LLC | 92.04K | Jun 30, 26 | +42.03K | 0.02% |
| Apollon Wealth Management, LLC | 90.47K | Jun 30, 26 | -4.22K | 0.02% |
| Geneos Wealth Management Inc. | 89.58K | Jun 30, 26 | +226 | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 88.24K | Jun 30, 26 | +88.24K | 0.02% |
| Kohmann Bosshard Financial Services, LLC | 87.75K | Jun 30, 26 | +2.52K | 0.02% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 87.14K | Jun 30, 26 | -194 | 0.02% |
| KINGSWOOD WEALTH ADVISORS, LLC | 85.53K | Jun 30, 26 | +8.80K | 0.02% |
| EP Wealth Advisors, LLC | 84.51K | Jun 30, 26 | -2.33K | 0.02% |
| JPMORGAN CHASE & CO | 81.86K | Jun 30, 26 | +12.53K | 0.02% |
| Independent Solutions Wealth Management, LLC | 79.75K | Jun 30, 26 | -270 | 0.02% |
| Cascade Financial Partners, LLC | 78.65K | Jun 30, 26 | -8.40K | 0.02% |
| STIFEL FINANCIAL CORP | 78.21K | Jun 30, 26 | +728 | 0.02% |
| Cape Investment Advisory, Inc. | 77.52K | Jun 30, 26 | -5.35K | 0.02% |
| Carter Financial Group, INC. | 76.89K | Jun 30, 26 | +2.02K | 0.02% |
| Csenge Advisory Group | 76.30K | Jun 30, 26 | +16.22K | 0.02% |
| ATLAS CAPITAL ADVISORS LLC | 74.77K | Jun 30, 26 | +43.40K | 0.02% |
| Braun-Bostich & Associates Inc. | 73.67K | Jun 30, 26 | -2.75K | 0.02% |
| Tempus Wealth Planning, LLC | 72.95K | Jun 30, 26 | +2.60K | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 72.92K | Jun 30, 26 | +4.20K | 0.02% |
| MAI Capital Management | 72.49K | Jun 30, 26 | +2.53K | 0.02% |
| BlueSky Wealth Advisors, LLC | 71.69K | Jun 30, 26 | -42.82K | 0.02% |
| Bleakley Financial Group, LLC | 70.11K | Jun 30, 26 | -25.07K | 0.02% |
| HHM Wealth Advisors, LLC | 69.93K | Jun 30, 26 | -2.35K | 0.02% |
| SGL Investment Advisors, Inc. | 68.58K | Jun 30, 26 | -40.40K | 0.01% |
| Bank of New York Mellon Corp | 66.20K | Jun 30, 26 | +26.05K | 0.01% |
| ROYAL BANK OF CANADA | 65.76K | Jun 30, 26 | -1.74K | 0.01% |
| IFP Advisors, Inc | 64.39K | Jun 30, 26 | +11.78K | 0.01% |
| Johnson Financial Group, LLC | 64.29K | Jun 30, 26 | -36.93K | 0.01% |
| TRILLIUM ASSET MANAGEMENT, LLC | 63.98K | Jun 30, 26 | -- | 0.01% |
| Comprehensive Money Management Services LLC | 63.48K | Jun 30, 26 | +7.72K | 0.01% |
| CHOREO, LLC | 62.93K | Jun 30, 26 | -1.08K | 0.01% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 62.25K | Jun 30, 26 | -3.73K | 0.01% |
| Savant Capital, LLC | 61.56K | Jun 30, 26 | +29.77K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 60.66K | Jun 30, 26 | +4.99K | 0.01% |
| SeaCrest Wealth Management, LLC | 60.14K | Jun 30, 26 | -726 | 0.01% |
| Valmark Advisers, Inc. | 58.82K | Jun 30, 26 | -2.86K | 0.01% |
| Breakwater Investment Management | 58.74K | Jun 30, 26 | -3.16K | 0.01% |
| Empower Advisory Group, LLC | 58.33K | Jun 30, 26 | -1.68K | 0.01% |
| Cresset Asset Management, LLC | 57.94K | Jun 30, 26 | +32.51K | 0.01% |
| ALLSTREET CAPITAL ADVISORS LLC | 57.86K | Jun 30, 26 | +3.41K | 0.01% |
| CreativeOne Wealth, LLC | 56.88K | Jun 30, 26 | +4.08K | 0.01% |
| TRUIST FINANCIAL CORP | 56.58K | Jun 30, 26 | -3.49K | 0.01% |
| Hillcrest Wealth Advisors - NY, LLC | 54.60K | Jun 30, 26 | +1.90K | 0.01% |
| Bestgate Wealth Advisors, LLC | 54.18K | Jun 30, 26 | +440 | 0.01% |
| Private Advisory Group LLC | 53.79K | Jun 30, 26 | +13.61K | 0.01% |
| ALESCO ADVISORS LLC | 52.28K | Jun 30, 26 | +333 | 0.01% |
| IFG Advisors, LLC | 52.01K | Jun 30, 26 | -4.29K | 0.01% |
| Peterson Wealth Advisors, LLC | 50.78K | Jun 30, 26 | -4.39K | 0.01% |
| Peloton Wealth Strategists | 50.77K | Jun 30, 26 | +1.75K | 0.01% |
| NewEdge Advisors, LLC | 50.35K | Jun 30, 26 | +1.02K | 0.01% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 49.98K | Jun 30, 26 | -77 | 0.01% |
| Liberty Capital Management, Inc. | 49.05K | Jun 30, 26 | +49.05K | 0.01% |
| Curbstone Financial Management Corp | 48.73K | Jun 30, 26 | -400 | 0.01% |
| State of Alaska, Department of Revenue | 47.25K | Jun 30, 26 | +29.29K | 0.01% |
| SigFig Wealth Management, LLC | 44.92K | Jun 30, 26 | +386 | 0.01% |
| Chicago Partners Investment Group LLC | 44.56K | Jun 30, 26 | +319 | 0.01% |
| Elwood & Goetz Wealth Advisory Group, LLC | 44.51K | Jun 30, 26 | -3.91K | 0.01% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 44.20K | Jun 30, 26 | +12.20K | 0.01% |
| Quantinno Capital Management LP | 44.17K | Jun 30, 26 | +17.84K | 0.01% |
| North Forty Two & Co. | 43.82K | Jun 30, 26 | -- | 0.01% |
| Private Advisor Group, LLC | 43.82K | Jun 30, 26 | -1.25K | 0.01% |
| Rockbridge Investment Management, LCC | 43.79K | Jun 30, 26 | -3.27K | 0.01% |
| Cooke Wealth Management, LLC | 43.08K | Jun 30, 26 | -750 | 0.01% |
| Odyssey Capital Advisors, Inc. | 41.47K | Jun 30, 26 | +5.58K | 0.01% |
| Foster Group, Inc. | 40.99K | Jun 30, 26 | +281 | 0.01% |
| Gradient Capital Advisors, LLC | 39.90K | Jun 30, 26 | +18 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 39.81K | Jun 30, 26 | +3.13K | 0.01% |
| Wakefield Asset Management LLLP | 39.40K | Jun 30, 26 | -144 | 0.01% |
| Fund Evaluation Group, LLC | 39.13K | Jun 30, 26 | -915 | 0.01% |
| Murphy & Mullick Capital Management Corp | 39.02K | Jun 30, 26 | -284 | 0.01% |
| Yoder Wealth Management, Inc. | 38.78K | Jun 30, 26 | -9.52K | 0.01% |
| CI Private Wealth, LLC | 38.50K | Jun 30, 26 | +28.51K | 0.01% |
| NORTHERN TRUST CORP | 38.02K | Jun 30, 26 | -4.67K | 0.01% |
| LCW Services, LLC | 37.62K | Jun 30, 26 | -1.50K | 0.01% |
| VILLERE ST DENIS J & CO LLC | 37.17K | Jun 30, 26 | +37.17K | 0.01% |
| Aletheian Wealth Advisors LLC | 36.76K | Jun 30, 26 | -2 | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 36.67K | Jun 30, 26 | +18.82K | 0.01% |
| RCW Management, LLC | 36.62K | Jun 30, 26 | +722 | 0.01% |
| WT Wealth Management | 36.52K | Jun 30, 26 | -158 | 0.01% |
| Kingsview Wealth Management, LLC | 34.14K | Jun 30, 26 | +1.95K | 0.01% |
| BAILARD, INC. | 33.67K | Jun 30, 26 | +12.41K | 0.01% |
| Buckingham Strategic Partners | 33.29K | Jun 30, 26 | +18.54K | 0.01% |
| Banque Cantonale Vaudoise | 32.97K | Jun 30, 26 | -189 | 0.01% |
| IF Advisors, LLC | 32.95K | Jun 30, 26 | -- | 0.01% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 32.62K | Jun 30, 26 | +661 | 0.01% |
| Roble, Belko & Company, Inc | 32.50K | Jun 30, 26 | -881 | 0.01% |
| Walkner Condon Financial Advisors LLC | 32.37K | Jun 30, 26 | +409 | 0.01% |
| Integrated Wealth Concepts LLC | 32.29K | Jun 30, 26 | +4.00K | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 32.02K | Jun 30, 26 | -244 | 0.01% |
| NATIXIS ADVISORS, L.P. | 31.40K | Jun 30, 26 | +5.41K | 0.01% |
| BROWN WEALTH MANAGEMENT, LLC | 31.23K | Jun 30, 26 | -5.00K | 0.01% |
| Parallel Advisors, LLC | 31.11K | Jun 30, 26 | +2.50K | 0.01% |
| Focus Financial Network, Inc. | 30.91K | Jun 30, 26 | +1.74K | 0.01% |
| Balboa Wealth Partners | 30.61K | Jun 30, 26 | +30.61K | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 30.31K | Jun 30, 26 | +30.31K | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 29.96K | Jun 30, 26 | -- | 0.01% |
| Christensen, King & Associates Investment Services, Inc. | 29.88K | Jun 30, 26 | -3.28K | 0.01% |
| Paradigm Financial Partners, LLC | 29.52K | Jun 30, 26 | +29.52K | 0.01% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 29.51K | Jun 30, 26 | -61.59K | 0.01% |
| Roundview Capital LLC | 28.75K | Jun 30, 26 | -289 | 0.01% |
| ALTFEST L J & CO INC | 28.34K | Jun 30, 26 | -4.74K | 0.01% |
| Nuveen, LLC | 28.31K | Jun 30, 26 | +28.31K | 0.01% |
| EverSource Wealth Advisors, LLC | 28.30K | Jun 30, 26 | -7.53K | 0.01% |
| Fort Point Capital Partners LLC | 27.94K | Jun 30, 26 | +10.11K | 0.01% |
| Medallion Wealth Advisors, LLC | 27.90K | Jun 30, 26 | +632 | 0.01% |
| Dorato Capital Management | 27.00K | Jun 30, 26 | +140 | 0.01% |
| Prospect Financial Group LLC | 26.64K | Jun 30, 26 | -631 | 0.01% |
| Sentinus, LLC | 26.62K | Jun 30, 26 | +13.07K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 26.51K | Jun 30, 26 | +7.36K | 0.01% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 26.40K | Jun 30, 26 | -1.19K | 0.01% |
| Atria Investments, Inc | 26.09K | Jun 30, 26 | +13.32K | 0.01% |
| Resources Investment Advisors, LLC. | 25.95K | Jun 30, 26 | +2.02K | 0.01% |
| Rakuten Investment Management, Inc. | 25.69K | Jun 30, 26 | -17.15K | 0.01% |
| Pine Haven Investment Counsel, Inc | 25.57K | Jun 30, 26 | +2.96K | 0.01% |
| PFG Advisors | 25.17K | Jun 30, 26 | -1.04K | 0.01% |
| PARK AVENUE SECURITIES LLC | 24.93K | Jun 30, 26 | +24.93K | 0.01% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 24.78K | Jun 30, 26 | +1.57K | 0.01% |
| Grey Fox Wealth Advisors, LLC | 24.66K | Jun 30, 26 | +503 | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 24.52K | Jun 30, 26 | -11.42K | 0.01% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 24.44K | Jun 30, 26 | -214 | 0.01% |
| Friedenthal Financial | 24.26K | Jun 30, 26 | -332 | 0.01% |
| Clear Retirement Advice LLC | 24.23K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD SECURITIES, INC. | 23.92K | Jun 30, 26 | -2.91K | 0.01% |
| Human Investing LLC | 23.79K | Jun 30, 26 | -25 | 0.01% |
| Valued Wealth Advisors LLC | 23.58K | Jun 30, 26 | -501 | 0.01% |
| WATERSHED PRIVATE WEALTH LLC | 23.44K | Jun 30, 26 | -- | 0.01% |
| Tradition Wealth Management, LLC | 23.21K | Jun 30, 26 | +27 | 0.01% |
| Wilkins Miller Wealth Management, LLC | 23.11K | Jun 30, 26 | +4.99K | 0.01% |
| Portland Financial Advisors Inc | 23.05K | Jun 30, 26 | +639 | 0.01% |
| Qube Research & Technologies Ltd | 22.86K | Jun 30, 26 | +22.86K | 0.00% |
| COMMERCE BANK | 22.80K | Jun 30, 26 | +3.03K | 0.00% |
| MENORA MIVTACHIM HOLDINGS LTD. | 22.50K | Jun 30, 26 | -- | 0.00% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 21.88K | Jun 30, 26 | -5.46K | 0.00% |
| BCS Wealth Management | 21.70K | Jun 30, 26 | -1.75K | 0.00% |
| Discipline Wealth Solutions, LLC | 21.22K | Jun 30, 26 | +148 | 0.00% |
| LUTS & GREENLEIGH GROUP, INC | 21.20K | Jun 30, 26 | -- | 0.00% |
| R2 Capital Strategies, LLC | 21.15K | Jun 30, 26 | +21.15K | 0.00% |
| Aegis Wealth Management LLC | 21.04K | Jun 30, 26 | -- | 0.00% |
| SEI INVESTMENTS CO | 20.65K | Jun 30, 26 | +58 | 0.00% |
| Hardin Capital Partners, LLC | 20.58K | Jun 30, 26 | +1.43K | 0.00% |
| IVC Wealth Advisors LLC | 20.56K | Jun 30, 26 | +199 | 0.00% |
| Bigelow Investment Advisors, LLC | 20.45K | Jun 30, 26 | -3.22K | 0.00% |
| NWAM LLC | 20.34K | Jun 30, 26 | +903 | 0.00% |
| Carrera Capital Advisors | 20.18K | Jun 30, 26 | +107 | 0.00% |
| Atomi Financial Group, Inc. | 20.16K | Jun 30, 26 | -2.30K | 0.00% |
| JTC Employer Solutions Trustee Ltd | 19.85K | Jun 30, 26 | -- | 0.00% |
| Fonville Wealth Management LLC | 19.72K | Jun 30, 26 | +29 | 0.00% |
| GTS SECURITIES LLC | 19.50K | Jun 30, 26 | +19.50K | 0.00% |
| XY Planning Network, Inc. | 19.19K | Jun 30, 26 | +939 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 19.12K | Jun 30, 26 | +831 | 0.00% |
| Cordant, Inc. | 18.96K | Jun 30, 26 | -422 | 0.00% |
| Whelan Financial | 18.91K | Jun 30, 26 | +1.44K | 0.00% |
| SWMG, LLC | 18.85K | Jun 30, 26 | +8.52K | 0.00% |
| Waterloo Capital, L.P. | 18.56K | Jun 30, 26 | +1.96K | 0.00% |
| WBH ADVISORY INC | 18.42K | Jun 30, 26 | -179 | 0.00% |
| Rialto Wealth Management, LLC | 18.42K | Jun 30, 26 | -760 | 0.00% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 18.09K | Jun 30, 26 | +898 | 0.00% |
| BLUELINE ADVISORS LLC | 17.91K | Jun 30, 26 | -- | 0.00% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 17.88K | Jun 30, 26 | -491 | 0.00% |
| MARIPAU WEALTH MANAGEMENT LLC | 17.81K | Jun 30, 26 | +2.54K | 0.00% |
| Jacobs Equity LLC | 17.76K | Jun 30, 26 | -90 | 0.00% |
| Savvy Advisors, Inc. | 17.58K | Jun 30, 26 | +824 | 0.00% |
| CWA Asset Management Group, LLC | 17.54K | Jun 30, 26 | +283 | 0.00% |
| POINCIANA ADVISORS GROUP, LLC | 17.50K | Jun 30, 26 | +1.85K | 0.00% |
| HBK Sorce Advisory LLC | 17.33K | Jun 30, 26 | -2.01K | 0.00% |
| CERTUITY, LLC | 17.30K | Jun 30, 26 | -- | 0.00% |
| GOLDMAN SACHS GROUP INC | 17.23K | Jun 30, 26 | +1.29K | 0.00% |
| Pinnacle Bancorp, Inc. | 17.23K | Jun 30, 26 | -68 | 0.00% |
| RFG HOLDINGS, INC. | 17.14K | Jun 30, 26 | -2.85K | 0.00% |
| Antonelli Financial Advisors, LLC | 16.76K | Jun 30, 26 | -3.15K | 0.00% |
| Everhart Financial Group, Inc. | 16.67K | Jun 30, 26 | -3.08K | 0.00% |
| Laraway Financial Advisors Inc | 16.64K | Jun 30, 26 | -168 | 0.00% |
| Lee Financial Co | 16.62K | Jun 30, 26 | -39 | 0.00% |
| Strategic Family Wealth Counselors, L.L.C. | 16.46K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 16.45K | Jun 30, 26 | +11.67K | 0.00% |
| OneAscent Financial Services LLC | 16.42K | Jun 30, 26 | -142 | 0.00% |
| Phocas Financial Corp. | 16.41K | Jun 30, 26 | -- | 0.00% |
| Keystone Global Partners, LLC | 16.29K | Jun 30, 26 | -- | 0.00% |
| Ariadne Wealth Management, LP | 16.24K | Jun 30, 26 | +9 | 0.00% |
| Bangor Savings Bank | 16.10K | Jun 30, 26 | -620 | 0.00% |
| VSM Wealth Advisory, LLC | 15.91K | Jun 30, 26 | -238 | 0.00% |
| United Advisor Group, LLC | 15.87K | Jun 30, 26 | -1.61K | 0.00% |
| Sumitomo Mitsui Trust Group, Inc. | 15.80K | Jun 30, 26 | +5.01K | 0.00% |
| Allworth Financial LP | 15.79K | Jun 30, 26 | -1.28K | 0.00% |
| Strata Wealth Advisors, LLC | 15.78K | Jun 30, 26 | -- | 0.00% |
| Sanctuary Advisors, LLC | 15.76K | Jun 30, 26 | +6.35K | 0.00% |
| Advantage Trust Co | 15.74K | Jun 30, 26 | +15.74K | 0.00% |
| Modera Wealth Management, LLC | 15.69K | Jun 30, 26 | -789 | 0.00% |
| Merit Financial Group, LLC | 15.58K | Jun 30, 26 | -3.51K | 0.00% |
| CAHILL FINANCIAL ADVISORS INC | 15.57K | Jun 30, 26 | +99 | 0.00% |
| M Wealth Management, LLC | 15.34K | Jun 30, 26 | -152 | 0.00% |
| Koshinski Asset Management, Inc. | 15.20K | Jun 30, 26 | +92 | 0.00% |
| Western Wealth Management, LLC | 15.18K | Jun 30, 26 | -3.03K | 0.00% |
| Legacy Capital Wealth Partners, LLC | 15.03K | Jun 30, 26 | +105 | 0.00% |
| Values Added Financial LLC | 14.99K | Jun 30, 26 | +207 | 0.00% |
| Kestra Advisory Services, LLC | 14.95K | Jun 30, 26 | +4.63K | 0.00% |
| STABLEFORD CAPITAL II LLC | 14.90K | Jun 30, 26 | -4.72K | 0.00% |
| Prepared Retirement Institute LLC | 14.66K | Jun 30, 26 | +14.66K | 0.00% |
| Elser Financial Planning, Inc | 14.32K | Jun 30, 26 | -785 | 0.00% |
| Rinkey Investments | 14.26K | Jun 30, 26 | -297 | 0.00% |
| AlphaCore Capital LLC | 14.22K | Jun 30, 26 | -8 | 0.00% |
| Alpha Omega Wealth Management LLC | 14.18K | Jun 30, 26 | -- | 0.00% |
| Miracle Mile Advisors, LLC | 14.03K | Jun 30, 26 | +14.03K | 0.00% |
| Orographic Financial Advisors, LLC | 14.00K | Jun 30, 26 | -73 | 0.00% |
| Invst, LLC | 13.94K | Jun 30, 26 | +4.63K | 0.00% |
| UMB Bank, n.a. | 13.51K | Jun 30, 26 | +7.58K | 0.00% |
| Visionary Wealth Advisors | 13.46K | Jun 30, 26 | -80 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 13.37K | Jun 30, 26 | +2.04K | 0.00% |
| Piscataqua Savings Bank | 13.20K | Jun 30, 26 | -- | 0.00% |
| Dorsey & Whitney Trust CO LLC | 12.87K | Jun 30, 26 | -1.65K | 0.00% |
| Facet Wealth, Inc. | 12.71K | Jun 30, 26 | -4.46K | 0.00% |
| Point72 Asset Management, L.P. | 12.60K | Jun 30, 26 | -60.36K | 0.00% |
| Pathstone Holdings, LLC | 12.38K | Jun 30, 26 | +12.38K | 0.00% |
| Downshift Financial, LLC | 12.38K | Jun 30, 26 | -326 | 0.00% |
| FF Advisors,LLC | 12.29K | Jun 30, 26 | -- | 0.00% |
| Heartwood Wealth Advisors LLC | 12.29K | Jun 30, 26 | +1.77K | 0.00% |
| CYPRESS FINANCIAL PLANNING LLC | 12.25K | Jun 30, 26 | -211 | 0.00% |
| Synergy Financial Group, LTD | 12.18K | Jun 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 12.00K | Jun 30, 26 | -1.26K | 0.00% |
| Allen Capital Group, LLC | 11.91K | Jun 30, 26 | -453 | 0.00% |
| Cambridge Advisors Inc. | 11.86K | Jun 30, 26 | -396 | 0.00% |
| CAP Partners, LLC | 11.78K | Jun 30, 26 | +51 | 0.00% |
| WCG Wealth Advisors LLC | 11.68K | Jun 30, 26 | +11.68K | 0.00% |
| One Charles Private Wealth Services, LLC | 11.41K | Jun 30, 26 | -212 | 0.00% |
| Moss Adams Wealth Advisors LLC | 11.31K | Jun 30, 26 | -- | 0.00% |
| Mason Investment Advisory Services, Inc. | 11.16K | Jun 30, 26 | -- | 0.00% |
| Lewis Asset Management, LLC | 11.02K | Jun 30, 26 | +131 | 0.00% |
| Embree Financial Group | 10.86K | Jun 30, 26 | -7 | 0.00% |
| Skyline Advisors, Inc. | 10.74K | Jun 30, 26 | -- | 0.00% |
| KRM WEALTH MANAGEMENT L.L.C. | 10.65K | Jun 30, 26 | +64 | 0.00% |
| TWO SIGMA SECURITIES, LLC | 10.51K | Jun 30, 26 | -39.51K | 0.00% |
| Compass Financial Group, INC/SD | 10.40K | Jun 30, 26 | +10.40K | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 10.28K | Jun 30, 26 | +10.28K | 0.00% |
| Meridian Wealth Management, LLC | 10.21K | Jun 30, 26 | +6 | 0.00% |
| Ausdal Financial Partners, Inc. | 10.00K | Jun 30, 26 | -780 | 0.00% |
| Palisades Hudson Asset Management, L.P. | 10.00K | Jun 30, 26 | -242 | 0.00% |
| FOUNDERS FINANCIAL SECURITIES LLC | 9.99K | Jun 30, 26 | -588 | 0.00% |
| First Western Trust Bank | 9.86K | Jun 30, 26 | -- | 0.00% |
| FIRST NATIONAL BANK OF OMAHA | 9.82K | Jun 30, 26 | -2.02K | 0.00% |
| Sequoia Financial Advisors, LLC | 9.78K | Jun 30, 26 | -182 | 0.00% |
| Godfrey Financial Associates, Inc. | 9.77K | Jun 30, 26 | +15 | 0.00% |
| SMI Advisory Services, LLC | 9.63K | Jun 30, 26 | +9.63K | 0.00% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 9.62K | Jun 30, 26 | +10 | 0.00% |
| AE Wealth Management LLC | 9.60K | Jun 30, 26 | +2.50K | 0.00% |
| Private Wealth Asset Management, LLC | 9.56K | Jun 30, 26 | +1.01K | 0.00% |
| Paladin Advisory Group, LLC | 9.55K | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 9.51K | Jun 30, 26 | +9.39K | 0.00% |
| Worth Asset Management, LLC | 9.43K | Jun 30, 26 | +9.43K | 0.00% |
| Signal Advisors Wealth, LLC | 9.41K | Jun 30, 26 | +9.41K | 0.00% |
| IFG Advisory, LLC | 9.35K | Jun 30, 26 | +9.35K | 0.00% |
| Plan A Wealth LLC | 9.31K | Jun 30, 26 | +9.31K | 0.00% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 9.22K | Jun 30, 26 | +9.22K | 0.00% |
| JDH Wealth Management, LLC | 9.18K | Jun 30, 26 | +9.18K | 0.00% |
| Summit Financial Strategies, Inc. | 9.00K | Jun 30, 26 | -8.43K | 0.00% |
| NICOLET BANKSHARES INC | 8.91K | Jun 30, 26 | -1.33K | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 8.90K | Jun 30, 26 | +8.90K | 0.00% |
| JOHNSON INVESTMENT COUNSEL INC | 8.86K | Jun 30, 26 | -3.43K | 0.00% |
| XTX Topco Ltd | 8.82K | Jun 30, 26 | -3.88K | 0.00% |
| Emergent Wealth Advisors, LLC | 8.82K | Jun 30, 26 | +8.82K | 0.00% |
| AdvisorNet Financial, Inc | 8.80K | Jun 30, 26 | -1.06K | 0.00% |
| ETF Store, Inc. | 8.77K | Jun 30, 26 | -540 | 0.00% |
| Red Door Wealth Management, LLC | 8.76K | Jun 30, 26 | +8.76K | 0.00% |
| GREENLEAF TRUST | 8.74K | Jun 30, 26 | +8.74K | 0.00% |
| Simplicity Wealth,LLC | 8.69K | Jun 30, 26 | -5.13K | 0.00% |
| Ketron Financial | 8.68K | Jun 30, 26 | +8.68K | 0.00% |
| Strategic Financial Services, Inc, | 8.65K | Jun 30, 26 | +8.65K | 0.00% |
| Creekside Partners | 8.55K | Jun 30, 26 | +8.55K | 0.00% |
| Integrity Advisory Solutions, LLC | 8.46K | Jun 30, 26 | +8.46K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.37K | Jun 30, 26 | +3.26K | 0.00% |
| Aptus Capital Advisors, LLC | 7.35K | Jun 30, 26 | +372 | 0.00% |
| 3 FACTOR INDEXING, LLC | 6.52K | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 6.27K | Jun 30, 26 | -146 | 0.00% |
| JDM Financial Group LLC | 6.25K | Jun 30, 26 | -278 | 0.00% |
| LGT Financial Advisors LLC | 6.11K | Jun 30, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 6.01K | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 5.68K | Jun 30, 26 | -- | 0.00% |
| MidFirst Bank | 5.61K | Jun 30, 26 | -4.27K | 0.00% |
| Steward Partners Investment Advisory, LLC | 5.28K | Jun 30, 26 | +1.75K | 0.00% |
| Vanguard National Trust Co | 5.19K | Jun 30, 26 | -- | 0.00% |
| BOK Financial Private Wealth, Inc. | 4.97K | Jun 30, 26 | -- | 0.00% |
| Birchwood Financial Partners, Inc. | 4.82K | Jun 30, 26 | +61 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 4.62K | Jun 30, 26 | -1.59K | 0.00% |
| Three Bearings Fiduciary Advisors, Inc. | 4.41K | Jun 30, 26 | -24 | 0.00% |
| GLENMEDE TRUST CO NA | 4.19K | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 4.01K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 3.90K | Jun 30, 26 | +441 | 0.00% |
| Grove Bank & Trust | 3.58K | Jun 30, 26 | -2.69K | 0.00% |
| Global Retirement Partners, LLC | 3.48K | Jun 30, 26 | +3.48K | 0.00% |
| SRS Capital Advisors, Inc. | 3.34K | Jun 30, 26 | +849 | 0.00% |
| Front Row Advisors LLC | 3.31K | Jun 30, 26 | -- | 0.00% |
| Blume Capital Management, Inc. | 3.23K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 2.99K | Jun 30, 26 | -2.71K | 0.00% |
| LifeSteps Financial, Inc. | 2.96K | Jun 30, 26 | +2.96K | 0.00% |
| Russell Investments Group, Ltd. | 2.95K | Jun 30, 26 | +206 | 0.00% |
| Bullock Wealth Management Group | 2.85K | Jun 30, 26 | +2.85K | 0.00% |
| CENTRAL TRUST Co | 2.83K | Jun 30, 26 | +9 | 0.00% |
| Meramec Financial Planners, LLC | 2.56K | Jun 30, 26 | +34 | 0.00% |
| Covestor Ltd | 2.48K | Jun 30, 26 | -- | 0.00% |
| Burk Holdings LLC | 2.37K | Jun 30, 26 | -482 | 0.00% |
| MATHER GROUP, LLC. | 2.33K | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 2.23K | Jun 30, 26 | -436 | 0.00% |
| Atlantic Union Bankshares Corp | 2.06K | Jun 30, 26 | +1.16K | 0.00% |
| Capital Investment Advisory Services, LLC | 2.05K | Jun 30, 26 | +3 | 0.00% |
| CVA Family Office, LLC | 1.98K | Jun 30, 26 | +2 | 0.00% |
| Ancora Advisors, LLC | 1.92K | Jun 30, 26 | -- | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 1.91K | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 1.90K | Jun 30, 26 | +1.90K | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 1.85K | Jun 30, 26 | +1.85K | 0.00% |
| BLAIR WILLIAM & CO/IL | 1.84K | Jun 30, 26 | -2.72K | 0.00% |
| GSB Wealth Management, LLC | 1.84K | Jun 30, 26 | +17 | 0.00% |
| BANK OF MONTREAL /CAN/ | 1.83K | Jun 30, 26 | +1.60K | 0.00% |
| SIGNATUREFD, LLC | 1.62K | Jun 30, 26 | +13 | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 1.56K | Jun 30, 26 | -- | 0.00% |
| EFG International AG | 1.50K | Jun 30, 26 | -- | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1.47K | Jun 30, 26 | +1.47K | 0.00% |
| HOEY INVESTMENTS, INC | 1.46K | Jun 30, 26 | -11 | 0.00% |
| Independence Bank of Kentucky | 1.42K | Jun 30, 26 | -- | 0.00% |
| Crewe Advisors LLC | 1.40K | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 1.31K | Jun 30, 26 | +1.31K | 0.00% |
| Asset Dedication, LLC | 1.21K | Jun 30, 26 | -566 | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| Topsail Wealth Management, LLC | 1.14K | Jun 30, 26 | +1.14K | 0.00% |
| Quent Capital, LLC | 1.12K | Jun 30, 26 | +1.12K | 0.00% |
| SHP Wealth Management | 1.12K | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 1.11K | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 1.09K | Jun 30, 26 | +669 | 0.00% |
| REAP Financial Group, LLC | 1.09K | Jun 30, 26 | +1.09K | 0.00% |
| Abound Wealth Management | 1.08K | Jun 30, 26 | +48 | 0.00% |
| Armor Investment Advisors, LLC | 1.08K | Jun 30, 26 | -70 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 1.08K | Jun 30, 26 | +328 | 0.00% |
| Avion Wealth | 1.03K | Jun 30, 26 | +1.03K | 0.00% |
| MJT & Associates Financial Advisory Group, Inc. | 991 | Jun 30, 26 | -28 | 0.00% |
| Horizon Investments, LLC | 940 | Jun 30, 26 | -940 | 0.00% |
| Pacific Center for Financial Services | 929 | Jun 30, 26 | -- | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 881 | Jun 30, 26 | +881 | 0.00% |
| Fairway Wealth LLC | 870 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 776 | Jun 30, 26 | +639 | 0.00% |
| FINANCIAL CONSULATE, INC | 742 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 738 | Jun 30, 26 | +2 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 708 | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 705 | Jun 30, 26 | -43 | 0.00% |
| Mosley Wealth Management | 675 | Jun 30, 26 | +675 | 0.00% |
| BFSG, LLC | 653 | Jun 30, 26 | +4 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 637 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 623 | Jun 30, 26 | +62 | 0.00% |
| Golden State Wealth Management, LLC | 609 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 590 | Jun 30, 26 | +584 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 588 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 582 | Jun 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 566 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 557 | Jun 30, 26 | -- | 0.00% |
| Activest Wealth Management | 538 | Jun 30, 26 | +4 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 537 | Jun 30, 26 | +2 | 0.00% |
| CDKV HOLDINGS LLC | 532 | Jun 30, 26 | -- | 0.00% |
| Aventura Private Wealth, LLC | 524 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 522 | Jun 30, 26 | -44 | 0.00% |
| Darwin Wealth Management, LLC | 503 | Jun 30, 26 | +503 | 0.00% |
| Buck Wealth Strategies, LLC | 479 | Jun 30, 26 | +479 | 0.00% |
| Continuum Advisory, LLC | 473 | Jun 30, 26 | +473 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 460 | Jun 30, 26 | +444 | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 446 | Jun 30, 26 | -- | 0.00% |
| GODSEY & GIBB, INC | 441 | Jun 30, 26 | +441 | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 428 | Jun 30, 26 | +2 | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 417 | Jun 30, 26 | -- | 0.00% |
| Lodestone Wealth Management LLC | 414 | Jun 30, 26 | +2 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 404 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 391 | Jun 30, 26 | +391 | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 386 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 385 | Jun 30, 26 | +4 | 0.00% |
| Main Street Group, LTD | 380 | Jun 30, 26 | -- | 0.00% |
| Pillar Financial Advisors, LLC | 365 | Jun 30, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 357 | Jun 30, 26 | -- | 0.00% |
| MCF Advisors LLC | 356 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 340 | Jun 30, 26 | +168 | 0.00% |
| Triumph Capital Management | 332 | Jun 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 332 | Jun 30, 26 | +2 | 0.00% |
| PFS Partners, LLC | 323 | Jun 30, 26 | -- | 0.00% |
| Smithfield Trust Co | 312 | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 300 | Jun 30, 26 | -- | 0.00% |
| Addison Advisors LLC | 296 | Jun 30, 26 | +296 | 0.00% |
| DELTA ASSET MANAGEMENT LLC/TN | 296 | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 289 | Jun 30, 26 | -- | 0.00% |
| MOTCO | 283 | Jun 30, 26 | +283 | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 280 | Jun 30, 26 | +2 | 0.00% |
| High Note Wealth, LLC | 274 | Jun 30, 26 | +274 | 0.00% |
| Prestige Wealth Management Group LLC | 259 | Jun 30, 26 | +2 | 0.00% |
| WOLFF WIESE MAGANA LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 242 | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 231 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 228 | Jun 30, 26 | -- | 0.00% |
| CrossGen Wealth, LLC | 226 | Jun 30, 26 | +226 | 0.00% |
| Pflug Koory, LLC | 224 | Jun 30, 26 | -- | 0.00% |
| Horrell Capital Management, Inc. | 220 | Jun 30, 26 | -- | 0.00% |
| KERR FINANCIAL PLANNING Corp | 217 | Jun 30, 26 | +2 | 0.00% |
| TD Waterhouse Canada Inc. | 208 | Jun 30, 26 | -- | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 202 | Jun 30, 26 | +202 | 0.00% |
| Jackson, Grant Investment Advisers, Inc. | 196 | Jun 30, 26 | +1 | 0.00% |
| Sellwood Consulting LLC | 195 | Jun 30, 26 | +53 | 0.00% |
| Signature Resources Capital Management, LLC | 194 | Jun 30, 26 | -30 | 0.00% |
| Spire Wealth Management | 193 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 190 | Jun 30, 26 | -204 | 0.00% |
| Hamilton Point Investment Advisors, LLC | 184 | Jun 30, 26 | -- | 0.00% |
| Integrity Financial Corp /WA | 182 | Jun 30, 26 | -- | 0.00% |
| VAN DEN BERG MANAGEMENT I, INC | 172 | Jun 30, 26 | -- | 0.00% |
| ADIRONDACK TRUST CO | 167 | Jun 30, 26 | -- | 0.00% |
| CGC Financial Services, LLC | 147 | Jun 30, 26 | +147 | 0.00% |
| Costello Asset Management, INC | 124 | Jun 30, 26 | +1 | 0.00% |
| Johnson Financial Group, Inc. | 122 | Jun 30, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 120 | Jun 30, 26 | -- | 0.00% |
| RED REEF ADVISORS LLC | 118 | Jun 30, 26 | -123 | 0.00% |
| Archer Investment Corp | 116 | Jun 30, 26 | -434 | 0.00% |
| INVESTMENT COUNSEL CO OF NEVADA | 113 | Jun 30, 26 | +113 | 0.00% |
| Basecamp Wealth Advisors LLC | 112 | Jun 30, 26 | -- | 0.00% |
| Wilkerson Advisory Group LLC | 109 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 102 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 98 | Jun 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 93 | Jun 30, 26 | -14 | 0.00% |
| GPWM LLC | 92 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 85 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 70 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 68 | Jun 30, 26 | +68 | 0.00% |
| Salomon & Ludwin, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 65 | Jun 30, 26 | +65 | 0.00% |
| Westside Investment Management, Inc. | 64 | Jun 30, 26 | +44 | 0.00% |
| AMERIFLEX GROUP, INC. | 63 | Jun 30, 26 | +63 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 63 | Jun 30, 26 | -- | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 63 | Jun 30, 26 | -- | 0.00% |
| PROSPERITY BANCSHARES INC | 62 | Jun 30, 26 | -- | 0.00% |
| Greykasell Wealth Strategies, Inc. | 61 | Jun 30, 26 | -- | 0.00% |
| IMG Wealth Management, Inc. | 61 | Jun 30, 26 | +61 | 0.00% |
| Community Bank, N.A. | 59 | Jun 30, 26 | -- | 0.00% |
| Midwest Capital Advisors, LLC | 54 | Jun 30, 26 | +54 | 0.00% |
| True Wealth Design, LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| Hurley Capital, LLC | 52 | Jun 30, 26 | -17 | 0.00% |
| Essential Partners LLC | 51 | Jun 30, 26 | -- | 0.00% |
| Game Plan Financial Advisors, LLC | 49 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 49 | Jun 30, 26 | -- | 0.00% |
| Solstein Capital, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| MTM Investment Management, LLC | 39 | Jun 30, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 38 | Jun 30, 26 | +38 | 0.00% |
| Rachor Investment Advisory Services, LLC | 38 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 36 | Jun 30, 26 | +36 | 0.00% |
| SWAN Capital LLC | 35 | Jun 30, 26 | +35 | 0.00% |
| CITIGROUP INC | 34 | Jun 30, 26 | -708 | 0.00% |
| Ameritas Investment Partners, Inc. | 33 | Jun 30, 26 | -4.87K | 0.00% |
| American Capital Advisory, LLC | 32 | Jun 30, 26 | +32 | 0.00% |
| Insight Inv LLC | 28 | Jun 30, 26 | +28 | 0.00% |
| Dunhill Financial, LLC | 26 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 25 | Jun 30, 26 | +25 | 0.00% |
| Sachetta, LLC | 23 | Jun 30, 26 | -82 | 0.00% |
| Frazier Financial Advisors, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 16 | Jun 30, 26 | -- | 0.00% |
| Graney & King, LLC | 14 | Jun 30, 26 | -- | 0.00% |
| Basepoint Wealth LLC | 14 | Jun 30, 26 | +14 | 0.00% |
| Wagner Wealth Management, LLC | 14 | Jun 30, 26 | -19 | 0.00% |
| Networth Advisors, LLC | 11 | Jun 30, 26 | -8 | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 6 | Jun 30, 26 | +6 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2 | Jun 30, 26 | -- | 0.00% |
| Kings Path Partners LLC | 1 | Jun 30, 26 | -- | 0.00% |
| CAMBIENT FAMILY OFFICE, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -55.44K | -- |
| WEBSTER BANK, N. A. | -- | Jun 30, 26 | -1.21K | -- |
| Creative Capital Management Investments LLC | -- | Jun 30, 26 | -16 | -- |
| Key Capital Management, INC | -- | Jun 30, 26 | -63 | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -2.60K | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -4 | -- |
| Clayton Financial Group LLC | -- | Jun 30, 26 | -37 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -372 | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -118.38K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -151 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -3.45K | -- |
| STEVENS CAPITAL PARTNERS | -- | Jun 30, 26 | -10.12K | -- |
| Plante Moran Financial Advisors, LLC | -- | Jun 30, 26 | -2.77K | -- |
| BAHL & GAYNOR INC | -- | Jun 30, 26 | -9.31K | -- |
| Garde Capital, Inc. | -- | Jun 30, 26 | -10.53K | -- |
| OAK HARBOR WEALTH PARTNERS, LLC | -- | Jun 30, 26 | -1.09K | -- |
| Princeton Global Asset Management LLC | -- | Jun 30, 26 | -30 | -- |
| Vestwell Advisors, LLC | -- | Jun 30, 26 | -2 | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -12 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -35.44K | -- |
| TUDOR INVESTMENT CORP ET AL | -- | Jun 30, 26 | -160.59K | -- |
| Value Investment Professionals, LLC | -- | Jun 30, 26 | -66.11K | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -7.96K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -17.68K | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -262 | -- |
| SANDERS MORRIS HARRIS LLC | -- | Jun 30, 26 | -63.40K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -43 | -- |
| StoneX Group Inc. | -- | Jun 30, 26 | -23.87K | -- |
| KELLEHER FINANCIAL ADVISORS | -- | Jun 30, 26 | -54 | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | -- | Jun 30, 26 | -12.86K | -- |
| STRATEGIC ADVISORY PARTNERS, LLC | -- | Jun 30, 26 | -1.34K | -- |
| Prime Capital Investment Advisors, LLC | -- | Jun 30, 26 | -9.34K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -74 | -- |
| First Pacific Financial | -- | Jun 30, 26 | -74 | -- |
| GHP Investment Advisors, Inc. | -- | Jun 30, 26 | -40 | -- |
| FRANKLIN RESOURCES INC | -- | Jun 30, 26 | -824 | -- |
| BRIGHTON JONES LLC | -- | Jun 30, 26 | -12.19K | -- |
| Beacon Capital Management, Inc. | -- | Jun 30, 26 | -1.29K | -- |
| Saxony Capital Management, LLC | -- | Jun 30, 26 | -29.62K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -97 | -- |
| Integrated Advisors Network LLC | -- | Jun 30, 26 | -9.59K | -- |
| Aurora Investment Managers, LLC. | -- | Jun 30, 26 | -12.69K | -- |
| Winthrop Capital Management, LLC | -- | Jun 30, 26 | -4.60K | -- |
| Portus Wealth Advisors, LLC | -- | Jun 30, 26 | -19 | -- |
| Kozak & Associates, Inc. | -- | Jun 30, 26 | -72 | -- |
| Biltmore Family Office, LLC | -- | Jun 30, 26 | -7 | -- |
| Vivaldi Capital Management LP | 111.18K | Mar 31, 26 | +6.30K | 0.02% |
| Parkside Financial Bank & Trust | 41.38K | Mar 31, 26 | +1.61K | 0.01% |
| Skopos Labs, Inc. | 23.32K | Mar 31, 26 | +3.86K | 0.01% |
| CWM, LLC | 12.43K | Mar 31, 26 | -663 | 0.00% |
| Sunbelt Securities, Inc. | 796 | Mar 31, 26 | +21 | 0.00% |
| Jackson Hole Capital Partners, LLC | 733 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 399 | Mar 31, 26 | -671 | 0.00% |
| Cherry Tree Wealth Management, LLC | 230 | Mar 31, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 185 | Mar 31, 26 | -- | 0.00% |
| Anfield Capital Management, LLC | 85 | Mar 31, 26 | -- | 0.00% |
| Reflection Asset Management | -- | Mar 31, 26 | -644 | -- |
| PURE PORTFOLIOS HOLDINGS LLC | 641.12K | Dec 31, 25 | +16.11K | 0.14% |
| CIBC WORLD MARKETS CORP | 147.02K | Dec 31, 25 | +147.02K | 0.03% |
| Clearview Wealth Advisors LLC | 58.23K | Dec 31, 25 | -131 | 0.01% |
| VANGUARD GROUP INC | 30.82K | Dec 31, 25 | +3.64K | 0.01% |
| CAPITAL INSIGHT PARTNERS, LLC | 20.45K | Dec 31, 25 | -9.49K | 0.00% |
| Heritage Financial Services, LLC | 17.84K | Dec 31, 25 | -620 | 0.00% |
| MidWestOne Financial Group, Inc. | 10.24K | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 9.79K | Dec 31, 25 | +126 | 0.00% |
| COMERICA BANK | 3.62K | Dec 31, 25 | -1.74K | 0.00% |
| ORG Partners LLC | 113 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -279 | -- |
| Sensible Financial Planning & Management, LLC. | 322.19K | Sep 30, 25 | -11.71K | 0.07% |
| Stonegate Investment Group, LLC | 45.25K | Sep 30, 25 | -- | 0.01% |
| JFG Wealth Management, LLC | 32.02K | Sep 30, 25 | -308 | 0.01% |
| EWG Elevate Inc. | 27.89K | Sep 30, 25 | +1.70K | 0.01% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 12.81K | Sep 30, 25 | +170 | 0.00% |
| Siligmueller & Norvid Wealth Advisors LLC | 12.66K | Sep 30, 25 | +12.66K | 0.00% |
| Fortress Wealth Management, Inc. | 11.37K | Sep 30, 25 | +289 | 0.00% |
| Glenmede Investment Management, LP | 8.62K | Sep 30, 25 | -259 | 0.00% |
| West Oak Capital, LLC | 6.00K | Sep 30, 25 | +3.77K | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 2.89K | Sep 30, 25 | +138 | 0.00% |
| Abich Financial Wealth Management LLC | 360 | Sep 30, 25 | +360 | 0.00% |
| Promus Capital, LLC | 240 | Sep 30, 25 | -- | 0.00% |
| Binnacle Investments Inc | 149 | Sep 30, 25 | -- | 0.00% |
| FSA Wealth Management LLC | 115 | Sep 30, 25 | -- | 0.00% |
| Lowe Wealth Advisors, LLC | 80 | Sep 30, 25 | +80 | 0.00% |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -2.97K | -- |
| Christopher J. Hasenberg, Inc | 401.40K | Jun 30, 25 | +401.40K | 0.09% |
| Congress Wealth Management LLC / DE / | 151.67K | Jun 30, 25 | +1.73K | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 92.61K | Jun 30, 25 | -2.64K | 0.02% |
| Atria Wealth Solutions, Inc. | 21.52K | Jun 30, 25 | +104 | 0.00% |
| Moser Wealth Advisors, LLC | 566 | Jun 30, 25 | +566 | 0.00% |
| Iron Horse Wealth Management, LLC | 351 | Jun 30, 25 | -- | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 24 | Jun 30, 25 | +24 | 0.00% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -141 | -- |
| Orion Portfolio Solutions, LLC | 60.32K | Mar 31, 25 | +7.43K | 0.01% |
| Callan Capital, LLC | 17.73K | Mar 31, 25 | -- | 0.00% |
| Sandy Spring Bank | 938 | Mar 31, 25 | +178 | 0.00% |
| Lindbrook Capital, LLC | 265 | Mar 31, 25 | +265 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 96 | Mar 31, 25 | -- | 0.00% |
| Kades & Cheifetz LLC | 43.40K | Dec 31, 24 | -1.48K | 0.01% |
| SignalPoint Asset Management, LLC | 13.74K | Dec 31, 24 | -50 | 0.00% |
| CRITERION CAPITAL ADVISORS, LLC | 2.94K | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | 109 | Dec 31, 24 | -- | 0.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | 100 | Dec 31, 24 | -90 | 0.00% |
| Kiely Wealth Advisory Group, Inc. | 90 | Dec 31, 24 | -- | 0.00% |
| Sugarloaf Wealth Management, LLC | -- | Dec 31, 24 | -1.16K | -- |
| LAKE STREET ADVISORS GROUP, LLC | -- | Dec 31, 24 | -35.67K | -- |
| Raymond James Financial Services Advisors, Inc. | 131.75K | Sep 30, 24 | -97.98K | 0.03% |
| GYL FINANCIAL SYNERGIES, LLC | 96.92K | Sep 30, 24 | +190 | 0.02% |
| Waypoint Capital Advisors, LLC | 82.69K | Sep 30, 24 | -6.38K | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 23.59K | Sep 30, 24 | +3.38K | 0.01% |
| Garrison Asset Management, LLC | 9.82K | Sep 30, 24 | -527 | 0.00% |
| Carmichael Hill & Associates, Inc. | 2.73K | Sep 30, 24 | +1.04K | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 410 | Sep 30, 24 | +410 | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 316 | Sep 30, 24 | +4 | 0.00% |
| BlackRock Inc. | 3.67M | Jun 30, 24 | -787.16K | 0.80% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 834.05K | Jun 30, 24 | -6.51K | 0.18% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 45.69K | Jun 30, 24 | -5.27K | 0.01% |
| Regis Management CO LLC | 17.12K | Jun 30, 24 | -- | 0.00% |
| HoyleCohen, LLC | 15.68K | Jun 30, 24 | -1.54K | 0.00% |
| Private Ocean, LLC | 665 | Jun 30, 24 | +58 | 0.00% |
| Custom Portfolio Group LLC | 30 | Jun 30, 24 | -- | 0.00% |
| Charles Schwab Investment Advisory, Inc. | 53.86M | Mar 31, 24 | +1.47M | 11.75% |
| Cetera Advisor Networks LLC | 188.39K | Mar 31, 24 | +9.36K | 0.04% |
| Retirement Group, LLC | 36.06K | Mar 31, 24 | -8.72K | 0.01% |
| CAMBRIDGE TRUST CO | 1.00K | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 36.10K | Dec 31, 23 | +36.10K | 0.01% |
| Landmark Financial Advisors, LLC | 21.38K | Dec 31, 23 | -985 | 0.00% |
| Rainsberger Wealth Advisors, Inc. | 12.21K | Dec 31, 23 | +82 | 0.00% |
| Bartlett & Co. LLC | 4.30K | Dec 31, 23 | +1.57K | 0.00% |
| DB Wealth Management Group, LLC | 78 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 183.86K | Sep 30, 23 | +28.76K | 0.04% |
| COLONY GROUP LLC | 54.18K | Sep 30, 23 | +8.71K | 0.01% |
| Mangham Associates,LLC | 13.31K | Sep 30, 23 | -2.81K | 0.00% |
| Column Capital Advisors, LLC | 1.91K | Sep 30, 23 | -- | 0.00% |
| Sutton Wealth Advisors Inc. | 407 | Sep 30, 23 | -320 | 0.00% |
| Carlsbad Wealth Advisory Group, Inc. | 191.14K | Jun 30, 23 | +191.14K | 0.04% |
| PIERSHALE FINANCIAL GROUP, INC. | 264 | Jun 30, 23 | -- | 0.00% |
| BDO Wealth Advisors, LLC | 236 | Jun 30, 23 | +32 | 0.00% |
| BerganKDV Wealth Management, LLC | 138 | Jun 30, 23 | -102 | 0.00% |
| Endurance Wealth Management, Inc. | 82 | Jun 30, 23 | -- | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -96 | -- |
| Baldrige Asset Management LLC | 21.20K | Mar 31, 23 | +481 | 0.00% |
| Ahrens Investment Partners LLC | 73 | Mar 31, 23 | +73 | 0.00% |
| Personal Capital Advisors Corp | 106.74K | Dec 31, 22 | +30.74K | 0.02% |
| Laurel Wealth Advisors, Inc. | 22.05K | Dec 31, 22 | +37 | 0.00% |
| Red Cedar Capital, LLC | 2.43K | Dec 31, 22 | -- | 0.00% |
| Capital Directions Investment Advisors, LLC | 1.58K | Dec 31, 22 | +1.58K | 0.00% |
| Sargent Bickham Lagudis LLC | 898 | Dec 31, 22 | +139 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 6 | Dec 31, 22 | +6 | 0.00% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -356 | -- |
| Portfolio Solutions, LLC | 11.38K | Sep 30, 22 | -1.65K | 0.00% |
| American Portfolios Advisors | 2.21K | Sep 30, 22 | +2.21K | 0.00% |
| MUFG Americas Holdings Corp | 1.02K | Sep 30, 22 | -568 | 0.00% |
| Bell Rock Capital LLC | -- | Sep 30, 22 | -26.17K | -- |
| Strategic Asset Management, LLC | -- | Sep 30, 22 | -57 | -- |
| NTB Financial Corp | -- | Jun 30, 22 | -8.17K | -- |
| Permit Capital Advisors, LLC | 73.49K | Mar 31, 22 | +73.49K | 0.02% |
| Legacy Capital Partners, Inc. | 25.69K | Mar 31, 22 | +12.65K | 0.01% |
| Dixon Hughes Goodman Wealth Advisors LLC | 2.56K | Mar 31, 22 | +2.54K | 0.00% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 22 | Mar 31, 22 | -14 | 0.00% |
| Nauset Wealth Management. LLC | -- | Mar 31, 22 | -- | -- |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -120 | -- |
| Carroll Financial Associates, Inc. | 978 | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 86 | Dec 31, 21 | -189 | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -15.92K | -- |
| MANAGED ACCOUNT SERVICES INC | 16.25K | Sep 30, 21 | -1.15K | 0.00% |
| Homrich & Berg | 8.47K | Sep 30, 21 | -1.07K | 0.00% |
| Filbrandt Wealth Management, LLC | -- | Sep 30, 21 | -41 | -- |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -5.14K | -- |
| FIRST MERCANTILE TRUST CO | -- | Sep 30, 21 | -137.35K | -- |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -514 | -- |
| QS Investors, LLC | 24.36K | Jun 30, 21 | -- | 0.01% |
| Pinnacle Advisory Group, Inc. | 74.05K | Mar 31, 21 | +7.16K | 0.02% |
| ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 13.40K | Mar 31, 21 | -- | 0.00% |
| Reby Advisors, LLC | 223.05K | Dec 31, 20 | +223.05K | 0.05% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 45 | Dec 31, 20 | -509 | 0.00% |
| Independence Advisors, LLC | 52 | Sep 30, 20 | +15 | 0.00% |
| Stearns Financial Services Group | 45 | Sep 30, 20 | -- | 0.00% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -214 | -- |
| 3D ASSET MANAGEMENT, INC | -- | Sep 30, 20 | -10.65K | -- |
| Premise Capital, LLC | 67.34K | Jun 30, 20 | -100.94K | 0.01% |
| 361 CAPITAL LLC | 45.28K | Jun 30, 20 | +2.98K | 0.01% |
| TRUEWEALTH LLC | 1.48K | Jun 30, 20 | -100 | 0.00% |
| Stratford Consulting, LLC | 88.08K | Mar 31, 20 | -28.12K | 0.02% |
| Whitnell & Co. | 331.26K | Dec 31, 19 | -4.52K | 0.07% |
| Advisor Group, Inc. | 108.65K | Dec 31, 19 | -84.23K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 89.08K | Dec 31, 19 | +1.41K | 0.02% |
| Anavon Capital LLP | 12.70K | Dec 31, 19 | +12.70K | 0.00% |
| VALENTINE VENTURES LLC | 87.90K | Sep 30, 19 | +87.90K | 0.02% |
| SUNTRUST BANKS INC | 61.25K | Sep 30, 19 | +34.32K | 0.01% |
| BB&T SECURITIES, LLC | 4.70K | Sep 30, 19 | +163 | 0.00% |
| Guidant Wealth Advisors | 1.42K | Sep 30, 19 | -- | 0.00% |
| MRA Associates USA LLC | -- | Sep 30, 19 | -21 | -- |
| Belvedere Advisors LLC | 844 | Jun 30, 19 | -1.45K | 0.00% |
| Ceros Financial Services Inc. | 21.59K | Mar 31, 19 | +21.59K | 0.00% |
| NEXT Financial Holdings | 11.30K | Mar 31, 19 | +11.30K | 0.00% |
| Live Your Vision, LLC | 2.47K | Mar 31, 19 | -1.32K | 0.00% |
| Weatherstone Capital Management | -- | Mar 31, 19 | -64.02K | -- |
| Visionary Asset Management, Inc. | 14.58K | Dec 31, 18 | -1.76K | 0.00% |
| Clarfeld Financial Advisors, LLC | 348 | Dec 31, 18 | +348 | 0.00% |
| HAYS ADVISORY LLC | 240.93K | Sep 30, 18 | -60.51K | 0.05% |
| WEALTHFRONT Corp | 202.20K | Sep 30, 18 | +6.21K | 0.04% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 224 | Sep 30, 18 | +224 | 0.00% |
| Vantage Investment Advisors, LLC | -- | Sep 30, 18 | -121 | -- |
| Edge Advisors, LLC | 1.48K | Jun 30, 18 | -- | 0.00% |
| Kabarec Financial Advisors, Ltd. | 184 | Jun 30, 18 | -- | 0.00% |
| DENVER INVESTMENT ADVISORS LLC | 18.77K | Mar 31, 18 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 60.94K | Jun 30, 17 | -2.57K | 0.01% |
| Kernodle & Katon Asset Management Group, LLC | 22.50K | Mar 31, 17 | -186 | 0.00% |
| MSI Financial Services Inc | 79.76K | Dec 31, 16 | +5.29K | 0.02% |
| TMFS HOLDINGS LLC | 23.95K | Sep 30, 16 | +11.19K | 0.01% |
| VSR Financial Services, Inc. | 31.30K | Jun 30, 16 | -6.38K | 0.01% |
| Gupta Wealth Management LLC | 3.66K | Mar 31, 16 | +3.66K | 0.00% |
| Hoxton Financial, Inc. | 223 | Mar 31, 16 | +223 | 0.00% |
| Taylor, Cottrill LLC | 54.06K | Dec 31, 15 | +686 | 0.01% |
| Pinnacle Summer Investments, Inc. | 87 | Dec 31, 15 | +87 | 0.00% |
| FutureAdvisor, Inc. | 419.01K | Sep 30, 15 | +123.53K | 0.09% |
| MID CONTINENT CAPITAL LLC/IL | -- | Sep 30, 15 | -6.45K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 516 | Jun 30, 15 | +133 | 0.00% |
| EXCELSIA, INC. | -- | Jun 30, 15 | -60.20K | -- |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -59.26K | -- |
| UBS AG | 52.51K | Sep 30, 14 | +34.40K | 0.01% |
| Jane Street Holding, LLC | 7.71K | Dec 31, 13 | +7.71K | 0.00% |
| Compass Efficient Model Portfolios, LLC | 154 | Dec 31, 13 | +45 | 0.00% |