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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.67M | Jun 30, 26 | -37.50K | 9.05% |
| MORGAN STANLEY | 1.04M | Jun 30, 26 | -4.34K | 5.67% |
| WELLS FARGO & COMPANY/MN | 620.76K | Jun 30, 26 | -14.92K | 3.37% |
| RAYMOND JAMES FINANCIAL INC | 324.45K | Jun 30, 26 | +6.83K | 1.76% |
| LPL Financial LLC | 301.97K | Jun 30, 26 | +25.28K | 1.64% |
| UBS Group AG | 271.57K | Jun 30, 26 | -7.44K | 1.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 189.12K | Jun 30, 26 | -2.63K | 1.03% |
| ROYAL BANK OF CANADA | 156.62K | Jun 30, 26 | +970 | 0.85% |
| GOLDMAN SACHS GROUP INC | 138.55K | Jun 30, 26 | +62.82K | 0.75% |
| Del-Sette Capital Management, LLC | 108.55K | Jun 30, 26 | -172.51K | 0.59% |
| Janney Montgomery Scott LLC | 99.22K | Jun 30, 26 | -101 | 0.54% |
| Capital Investment Counsel, LLC | 94.10K | Jun 30, 26 | +1.26K | 0.51% |
| Dynamic Advisor Solutions LLC | 73.00K | Jun 30, 26 | +52 | 0.40% |
| MTM FINANCIAL GROUP, LLC | 70.13K | Jun 30, 26 | -3.08K | 0.38% |
| STIFEL FINANCIAL CORP | 64.67K | Jun 30, 26 | -49 | 0.35% |
| AMERIPRISE FINANCIAL INC | 63.27K | Jun 30, 26 | +2.14K | 0.34% |
| IFP Advisors, Inc | 61.11K | Jun 30, 26 | +2.32K | 0.33% |
| Rockefeller Capital Management L.P. | 51.63K | Jun 30, 26 | -372 | 0.28% |
| Sanctuary Advisors, LLC | 47.78K | Jun 30, 26 | -485 | 0.26% |
| Meridian Wealth Management, LLC | 46.51K | Jun 30, 26 | -630 | 0.25% |
| Cetera Investment Advisers | 45.52K | Jun 30, 26 | +311 | 0.25% |
| JPL Wealth Management, LLC | 44.64K | Jun 30, 26 | -1.09K | 0.24% |
| Integrated Wealth Concepts LLC | 44.26K | Jun 30, 26 | +34 | 0.24% |
| JONES FINANCIAL COMPANIES LLLP | 43.19K | Jun 30, 26 | +3.44K | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 41.57K | Jun 30, 26 | +780 | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 38.77K | Jun 30, 26 | -- | 0.21% |
| Joseph P. Lucia & Associates, LLC | 37.03K | Jun 30, 26 | -212 | 0.20% |
| MONEY CONCEPTS CAPITAL CORP | 35.17K | Jun 30, 26 | -473 | 0.19% |
| TMB Capital Partners, LLC | 33.03K | Jun 30, 26 | -121 | 0.18% |
| Kestra Advisory Services, LLC | 30.64K | Jun 30, 26 | -1.66K | 0.17% |
| Sage Capital Management, LLC | 28.38K | Jun 30, 26 | -595 | 0.15% |
| Cambridge Investment Research Advisors, Inc. | 26.94K | Jun 30, 26 | +5.30K | 0.15% |
| Federation des caisses Desjardins du Quebec | 25.54K | Jun 30, 26 | -170 | 0.14% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 25.54K | Jun 30, 26 | -1.93K | 0.14% |
| Steward Partners Investment Advisory, LLC | 25.50K | Jun 30, 26 | -338 | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 23.81K | Jun 30, 26 | -914 | 0.13% |
| Mariner, LLC | 23.55K | Jun 30, 26 | +9.45K | 0.13% |
| MML INVESTORS SERVICES, LLC | 23.13K | Jun 30, 26 | +3.69K | 0.13% |
| Summit Financial, LLC | 21.21K | Jun 30, 26 | -334 | 0.12% |
| Cypress Wealth Services, LLC | 18.85K | Jun 30, 26 | +121 | 0.10% |
| Apollon Wealth Management, LLC | 18.45K | Jun 30, 26 | -2.36K | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.85K | Jun 30, 26 | -3.85K | 0.10% |
| CITADEL ADVISORS LLC | 17.65K | Jun 30, 26 | +7.09K | 0.10% |
| Prospera Financial Services Inc | 16.80K | Jun 30, 26 | -1.49K | 0.09% |
| HighTower Advisors, LLC | 16.19K | Jun 30, 26 | -395 | 0.09% |
| Baird Financial Group, Inc. | 15.59K | Jun 30, 26 | -- | 0.08% |
| Summit Financial Wealth Advisors, LLC | 15.22K | Jun 30, 26 | +577 | 0.08% |
| Concurrent Investment Advisors, LLC | 14.86K | Jun 30, 26 | -500 | 0.08% |
| FMR LLC | 14.31K | Jun 30, 26 | +521 | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.44K | Jun 30, 26 | -22.16K | 0.07% |
| CAHILL FINANCIAL ADVISORS INC | 12.86K | Jun 30, 26 | -3.31K | 0.07% |
| Madden Advisory Services, Inc. | 12.71K | Jun 30, 26 | -214 | 0.07% |
| NewEdge Advisors, LLC | 12.62K | Jun 30, 26 | -9.49K | 0.07% |
| BKM Wealth Management, LLC | 11.46K | Jun 30, 26 | -631 | 0.06% |
| HARBOUR INVESTMENTS, INC. | 10.94K | Jun 30, 26 | +1.09K | 0.06% |
| Capstone Wealth Management Group, Inc. | 9.82K | Jun 30, 26 | +9.82K | 0.05% |
| Creative Planning | 9.72K | Jun 30, 26 | +853 | 0.05% |
| Colony Group, LLC | 9.33K | Jun 30, 26 | +638 | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 9.21K | Jun 30, 26 | -1.63K | 0.05% |
| FIFTH THIRD BANCORP | 8.33K | Jun 30, 26 | +1.38K | 0.05% |
| J.W. COLE ADVISORS, INC. | 8.30K | Jun 30, 26 | +188 | 0.05% |
| D.A. DAVIDSON & CO. | 8.28K | Jun 30, 26 | +100 | 0.04% |
| Arkadios Wealth Advisors | 8.27K | Jun 30, 26 | -- | 0.04% |
| Wealthcare Capital Partners, LLC | 8.27K | Jun 30, 26 | -- | 0.04% |
| Strategic Financial Concepts, LLC | 8.18K | Jun 30, 26 | -123 | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 8.15K | Jun 30, 26 | -372 | 0.04% |
| SWEENEY & MICHEL, LLC | 8.09K | Jun 30, 26 | +70 | 0.04% |
| Private Advisor Group, LLC | 7.66K | Jun 30, 26 | +24 | 0.04% |
| Keystone Financial Group | 7.63K | Jun 30, 26 | -- | 0.04% |
| Parvin Asset Management, LLC | 7.52K | Jun 30, 26 | -- | 0.04% |
| TRUIST FINANCIAL CORP | 7.38K | Jun 30, 26 | -1 | 0.04% |
| Tradition Wealth Management, LLC | 7.36K | Jun 30, 26 | -240 | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7.26K | Jun 30, 26 | +16 | 0.04% |
| CATHY PARETO & ASSOCIATES, INC | 7.21K | Jun 30, 26 | +569 | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.09K | Jun 30, 26 | +26 | 0.04% |
| Pinnacle Bancorp, Inc. | 6.70K | Jun 30, 26 | -- | 0.04% |
| PFG Investments, LLC | 6.67K | Jun 30, 26 | -248 | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.28K | Jun 30, 26 | -699 | 0.03% |
| FLOW TRADERS U.S. LLC | 6.17K | Jun 30, 26 | +6.17K | 0.03% |
| Allied Private Wealth LLC | 5.97K | Jun 30, 26 | +5.97K | 0.03% |
| Allworth Financial LP | 5.60K | Jun 30, 26 | +580 | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 5.35K | Jun 30, 26 | -- | 0.03% |
| Diversify Advisory Services, LLC | 5.35K | Jun 30, 26 | +5.35K | 0.03% |
| TCFG Investment Advisors, LLC | 5.33K | Jun 30, 26 | -- | 0.03% |
| Wealthcare Advisory Partners LLC | 5.31K | Jun 30, 26 | +257 | 0.03% |
| Beacon Pointe Advisors, LLC | 5.27K | Jun 30, 26 | -211 | 0.03% |
| Commonwealth Financial Services, LLC | 5.17K | Jun 30, 26 | -- | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 5.15K | Jun 30, 26 | -- | 0.03% |
| Waverly Advisors, LLC | 5.05K | Jun 30, 26 | +87 | 0.03% |
| Lido Advisors, LLC | 4.83K | Jun 30, 26 | -- | 0.03% |
| Dana Investment Advisors, Inc. | 4.71K | Jun 30, 26 | -- | 0.03% |
| OPPENHEIMER & CO INC | 4.69K | Jun 30, 26 | +1.07K | 0.03% |
| First Heartland Consultants, Inc. | 4.66K | Jun 30, 26 | -- | 0.03% |
| Kachkovsky & Fisher, Inc. | 4.62K | Jun 30, 26 | +4.62K | 0.03% |
| Hudock, Inc. | 4.29K | Jun 30, 26 | -- | 0.02% |
| Tyche Wealth Partners LLC | 4.22K | Jun 30, 26 | -- | 0.02% |
| PRIVATE TRUST CO NA | 4.17K | Jun 30, 26 | -- | 0.02% |
| CENTRAL VALLEY ADVISORS, LLC | 4.06K | Jun 30, 26 | -533 | 0.02% |
| MKT Advisors LLC | 3.92K | Jun 30, 26 | -- | 0.02% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 3.83K | Jun 30, 26 | -- | 0.02% |
| Kovack Advisors, Inc. | 3.75K | Jun 30, 26 | -168 | 0.02% |
| Aspen Grove Capital, LLC | 3.75K | Jun 30, 26 | -- | 0.02% |
| Connecticut Wealth Management, LLC | 3.65K | Jun 30, 26 | -- | 0.02% |
| LYELL WEALTH MANAGEMENT, LP | 3.63K | Jun 30, 26 | +3.63K | 0.02% |
| Advisory Services Network, LLC | 3.49K | Jun 30, 26 | -5 | 0.02% |
| GILL CAPITAL PARTNERS, LLC | 3.43K | Jun 30, 26 | -498 | 0.02% |
| Well Done, LLC | 3.30K | Jun 30, 26 | -14 | 0.02% |
| DELTA CAPITAL MANAGEMENT LLC | 3.30K | Jun 30, 26 | -- | 0.02% |
| Simmons Bank | 3.28K | Jun 30, 26 | -125 | 0.02% |
| Vise Technologies, Inc. | 3.22K | Jun 30, 26 | +3.22K | 0.02% |
| SMITH, MOORE & CO. | 3.18K | Jun 30, 26 | +2 | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 3.15K | Jun 30, 26 | +20 | 0.02% |
| Kingsview Wealth Management, LLC | 3.11K | Jun 30, 26 | -237 | 0.02% |
| CIBC Bancorp USA Inc. | 3.11K | Jun 30, 26 | -651 | 0.02% |
| Savvy Advisors, Inc. | 3.08K | Jun 30, 26 | +3.08K | 0.02% |
| Ballast Rock Private Wealth LLC | 3.06K | Jun 30, 26 | +3.06K | 0.02% |
| Sigma Planning Corp | 3.01K | Jun 30, 26 | +3.01K | 0.02% |
| MSH Capital Advisors LLC | 2.98K | Jun 30, 26 | +2.98K | 0.02% |
| Tennessee Valley Asset Management Partners | 2.98K | Jun 30, 26 | +2.98K | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2.97K | Jun 30, 26 | +2.97K | 0.02% |
| Investors Research Corp | 2.71K | Jun 30, 26 | -1.47K | 0.01% |
| Geneos Wealth Management Inc. | 2.67K | Jun 30, 26 | -29 | 0.01% |
| Ancora Advisors, LLC | 2.09K | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 2.01K | Jun 30, 26 | +1 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.99K | Jun 30, 26 | +1.99K | 0.01% |
| CITIGROUP INC | 1.96K | Jun 30, 26 | -84 | 0.01% |
| Farther Finance Advisors, LLC | 1.80K | Jun 30, 26 | +480 | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 1.75K | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 1.59K | Jun 30, 26 | +755 | 0.01% |
| EP Wealth Advisors, LLC | 1.56K | Jun 30, 26 | +1.56K | 0.01% |
| IFG Advisory, LLC | 1.47K | Jun 30, 26 | +1.47K | 0.01% |
| CULLEN/FROST BANKERS, INC. | 1.20K | Jun 30, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 1.14K | Jun 30, 26 | +1.14K | 0.01% |
| CoreCap Advisors, LLC | 1.12K | Jun 30, 26 | +2 | 0.01% |
| Tower Research Capital LLC (TRC) | 1.12K | Jun 30, 26 | +359 | 0.01% |
| Key FInancial Inc | 1.10K | Jun 30, 26 | -- | 0.01% |
| SIGNATUREFD, LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| VANGUARD ADVISERS INC | 937 | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 611 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 600 | Jun 30, 26 | +600 | 0.00% |
| SOA Wealth Advisors, LLC. | 555 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 553 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 534 | Jun 30, 26 | -213 | 0.00% |
| TD Waterhouse Canada Inc. | 505 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 500 | Jun 30, 26 | -604 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 446 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 380 | Jun 30, 26 | +380 | 0.00% |
| Trust Co | 308 | Jun 30, 26 | +308 | 0.00% |
| Triumph Capital Management | 218 | Jun 30, 26 | +45 | 0.00% |
| PITTENGER & ANDERSON INC | 200 | Jun 30, 26 | -- | 0.00% |
| one8zero8, LLC | 195 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 172 | Jun 30, 26 | +172 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 160 | Jun 30, 26 | -232 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 150 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 149 | Jun 30, 26 | +2 | 0.00% |
| ASSETMARK, INC | 130 | Jun 30, 26 | +91 | 0.00% |
| Global Retirement Partners, LLC | 117 | Jun 30, 26 | +117 | 0.00% |
| Register Financial Advisors LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 95 | Jun 30, 26 | +95 | 0.00% |
| Avion Wealth | 89 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 84 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 66 | Jun 30, 26 | +66 | 0.00% |
| AE Wealth Management LLC | 47 | Jun 30, 26 | +14 | 0.00% |
| Winthrop Capital Management, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | 18 | Jun 30, 26 | +1 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 11 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 11 | Jun 30, 26 | -15 | 0.00% |
| Bogart Wealth, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -500 | -- |
| Convergence Financial, LLC | -- | Jun 30, 26 | -4.79K | -- |
| Larson Financial Group LLC | -- | Jun 30, 26 | -642 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -2.28K | -- |
| True Link Financial Advisors, LLC | -- | Jun 30, 26 | -2.10K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.34K | -- |
| City Center Advisors, LLC | -- | Jun 30, 26 | -3.90K | -- |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | -- | Jun 30, 26 | -4.34K | -- |
| Hibernia Wealth Partners, LLC | -- | Jun 30, 26 | -3.59K | -- |
| Snowden Capital Advisors LLC | -- | Jun 30, 26 | -3.45K | -- |
| SILVER OAK SECURITIES, INCORPORATED | -- | Jun 30, 26 | -3.47K | -- |
| Phillip James Consulting Co. | -- | Jun 30, 26 | -550 | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -4.88K | -- |
| INDEPENDENT FINANCIAL GROUP, LLC | -- | Jun 30, 26 | -4.01K | -- |
| Wealth Science Advisors LLC | -- | Jun 30, 26 | -405 | -- |
| Capstone Wealth Management Group LLC | 9.82K | Mar 31, 26 | -- | 0.05% |
| TCFG WEALTH MANAGEMENT, LLC | 5.33K | Mar 31, 26 | -158 | 0.03% |
| CWM, LLC | 350 | Mar 31, 26 | +350 | 0.00% |
| COMERICA BANK | 6.98K | Dec 31, 25 | +2.32K | 0.04% |
| CIBC Private Wealth Group, LLC | 3.76K | Dec 31, 25 | -- | 0.02% |
| ORG Partners LLC | 750 | Dec 31, 25 | -- | 0.00% |
| Stephens Consulting, LLC | 140 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -42 | -- |
| Atria Wealth Solutions, Inc. | 15.56K | Jun 30, 25 | -207 | 0.08% |
| Christopher J. Hasenberg, Inc | -- | Jun 30, 25 | -424 | -- |
| Transform Wealth, LLC | 4.84K | Mar 31, 25 | +864 | 0.03% |
| Cassady Schiller Wealth Management, LLC | 716 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 142.68K | Sep 30, 24 | +14.68K | 0.77% |
| Raymond James Financial Services Advisors, Inc. | 79.06K | Sep 30, 24 | -12.16K | 0.43% |
| Gateway Advisory, LLC | 22.70K | Sep 30, 24 | -442 | 0.12% |
| Cetera Advisors LLC | 22.77K | Mar 31, 24 | +7.10K | 0.12% |
| Cetera Advisor Networks LLC | 6.12K | Mar 31, 24 | -1.69K | 0.03% |
| Retirement Group, LLC | 1.93K | Mar 31, 24 | -2.80K | 0.01% |
| DB Wealth Management Group, LLC | 8.87K | Dec 31, 23 | -3.00K | 0.05% |
| WEALTHSOURCE PARTNERS, LLC | 5.28K | Dec 31, 23 | -- | 0.03% |
| Bartlett & Co. LLC | 100 | Dec 31, 23 | -- | 0.00% |
| Endurance Wealth Management, Inc. | 4.78K | Jun 30, 23 | -- | 0.03% |
| TIAA, FSB | 4.27K | Jun 30, 23 | -- | 0.02% |
| BDO Wealth Advisors, LLC | 300 | Jun 30, 23 | -- | 0.00% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -1.22K | -- |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -267 | -- |
| Laurel Wealth Advisors, Inc. | 36.42K | Dec 31, 22 | +67 | 0.20% |
| Bickling Financial Services, Inc. | 14.12K | Dec 31, 22 | +133 | 0.08% |
| Burleson & Company, LLC | 1.07K | Dec 31, 22 | -- | 0.01% |
| American Portfolios Advisors | 7.04K | Sep 30, 22 | -550 | 0.04% |
| NEXT Financial Group, Inc | 17.27K | Dec 31, 21 | +1.24K | 0.09% |
| Carroll Financial Associates, Inc. | 168 | Dec 31, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | 1.69K | Sep 30, 21 | -- | 0.01% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 500 | Jun 30, 21 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 28.49K | Sep 30, 20 | -3.21K | 0.15% |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 18.80K | Sep 30, 20 | -4.92K | 0.10% |
| Blue Chip Wealth Management, Inc. | 18.27K | Sep 30, 20 | -373 | 0.10% |
| FRONTIER INVESTMENT MGMT CO | 31.39K | Jun 30, 20 | -90.13K | 0.17% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 3.50K | Mar 31, 20 | -504 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 72.97K | Dec 31, 19 | +3.30K | 0.40% |
| Advisor Group, Inc. | 50.80K | Dec 31, 19 | +1.46K | 0.28% |
| Beacon Pointe Wealth Advisors, LLC | 13.29K | Dec 31, 19 | -5.15K | 0.07% |
| BB&T SECURITIES, LLC | 40.57K | Sep 30, 19 | -1.78K | 0.22% |
| SUNTRUST BANKS INC | 6.23K | Sep 30, 19 | -10.99K | 0.03% |
| WealthTrust Fairport, LLC | 329 | Mar 31, 19 | -- | 0.00% |
| Live Your Vision, LLC | 166 | Mar 31, 19 | +1 | 0.00% |
| Pathlight Investors LLC | 6.17K | Dec 31, 18 | +6.17K | 0.03% |
| CUE ADVISORY SERVICES, INC. | 65.35K | Sep 30, 18 | -14.55K | 0.35% |
| Ken Stern & Associates, Inc. | 5.86K | Sep 30, 18 | -- | 0.03% |
| KHP Capital, LLC | -- | Sep 30, 18 | -350 | -- |
| Simply Money Advisors | 51.44K | Mar 31, 18 | -2.23K | 0.28% |
| BB&T INVESTMENT SERVICES, INC. | 3.39K | Dec 31, 17 | +73 | 0.02% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -4.89K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -6.53K | -- |
| DAVIDSON & GARRARD INC | 17.54K | Sep 30, 17 | -935 | 0.10% |
| Commonwealth Equity Services, Inc | 355.92K | Jun 30, 17 | +62.71K | 1.93% |
| Virtu KCG Holdings LLC | 13.03K | Jun 30, 17 | +6.92K | 0.07% |
| Independent Portfolio Consultants, Inc. | 3.15K | Jun 30, 17 | -3.18K | 0.02% |
| WFG Advisors, LP | 3.11K | Jun 30, 17 | +11 | 0.02% |
| MSI Financial Services Inc | 69.14K | Dec 31, 16 | +23.31K | 0.38% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -5.15K | -- |
| Investors Capital Advisory Services | 6.61K | Jun 30, 16 | +6.61K | 0.04% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -600 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 27.39K | Jun 30, 15 | +15.06K | 0.15% |
| BAIRD ROBERT W & CO INC /WI/ | 30.74K | Mar 31, 15 | +3.71K | 0.17% |
| STERNE AGEE GROUP, INC. | 13.36K | Mar 31, 15 | +13.36K | 0.07% |
| NEW ENGLAND SECURITIES CORP /MA/ | 500 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 787.35K | Sep 30, 14 | +79.97K | 4.27% |
| COMMUNITY BANK SYSTEM, INC. | 2.17K | Sep 30, 14 | -- | 0.01% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -6.63K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 42.09K | Sep 30, 13 | -51.83K | 0.23% |
