SHM(SHM)
SHM
Institutional Ownership
Top 601 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 21.77M | Jun 30, 26 | +441.22K | 29.88% |
| GOLDMAN SACHS GROUP INC | 5.40M | Jun 30, 26 | +249.39K | 7.42% |
| WELLS FARGO & COMPANY/MN | 3.50M | Jun 30, 26 | -50.47K | 4.80% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.14M | Jun 30, 26 | +83.13K | 4.32% |
| ENVESTNET ASSET MANAGEMENT INC | 2.39M | Jun 30, 26 | +494.60K | 3.28% |
| Quent Capital, LLC | 2.30M | Jun 30, 26 | +138.51K | 3.16% |
| MORGAN STANLEY | 1.97M | Jun 30, 26 | -333.43K | 2.71% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.65M | Jun 30, 26 | -83.32K | 2.26% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.42M | Jun 30, 26 | -130.25K | 1.94% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.36M | Jun 30, 26 | -62.30K | 1.86% |
| LPL Financial LLC | 1.17M | Jun 30, 26 | +281.56K | 1.61% |
| CX Institutional | 1.12M | Jun 30, 26 | +8.72K | 1.54% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 749.17K | Jun 30, 26 | +4.90K | 1.03% |
| Financial Engines Advisors L.L.C. | 677.62K | Jun 30, 26 | +9.29K | 0.93% |
| COMMONWEALTH EQUITY SERVICES, LLC | 648.48K | Jun 30, 26 | +23.89K | 0.89% |
| Wealthcare Advisory Partners LLC | 593.50K | Jun 30, 26 | -7.11K | 0.81% |
| Gerber Kawasaki Wealth & Investment Management | 507.62K | Jun 30, 26 | +45.65K | 0.70% |
| Alaska Wealth Advisors | 492.29K | Jun 30, 26 | +25.08K | 0.68% |
| UBS Group AG | 485.69K | Jun 30, 26 | -4.03K | 0.67% |
| JPMORGAN CHASE & CO | 361.05K | Jun 30, 26 | +79.13K | 0.50% |
| STIFEL FINANCIAL CORP | 327.01K | Jun 30, 26 | -55.62K | 0.45% |
| Betterment LLC | 291.08K | Jun 30, 26 | -15.25K | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 280.15K | Jun 30, 26 | +2.56K | 0.38% |
| AMERIPRISE FINANCIAL INC | 268.73K | Jun 30, 26 | +14.59K | 0.37% |
| SEI INVESTMENTS CO | 228.44K | Jun 30, 26 | -8.33K | 0.31% |
| Cetera Investment Advisers | 205.41K | Jun 30, 26 | +33.67K | 0.28% |
| TD PRIVATE CLIENT WEALTH LLC | 201.59K | Jun 30, 26 | -14.80K | 0.28% |
| Symmetry Partners, LLC | 199.91K | Jun 30, 26 | +11.94K | 0.27% |
| Prime Capital Investment Advisors, LLC | 198.10K | Jun 30, 26 | -10.35K | 0.27% |
| TRUIST FINANCIAL CORP | 197.59K | Jun 30, 26 | -3.40K | 0.27% |
| Waverly Advisors, LLC | 197.42K | Jun 30, 26 | +18.51K | 0.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 193.45K | Jun 30, 26 | +38.78K | 0.27% |
| TruNorth Capital Management, LLC | 189.28K | Jun 30, 26 | +12.31K | 0.26% |
| UMB Bank, n.a. | 186.02K | Jun 30, 26 | -55.55K | 0.26% |
| BlackRock, Inc. | 181.11K | Jun 30, 26 | +1.83K | 0.25% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 166.86K | Jun 30, 26 | -1.54K | 0.23% |
| Allworth Financial LP | 158.98K | Jun 30, 26 | -32.85K | 0.22% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 149.79K | Jun 30, 26 | +1.62K | 0.21% |
| Beacon Pointe Advisors, LLC | 146.61K | Jun 30, 26 | -8.77K | 0.20% |
| NewEdge Advisors, LLC | 139.16K | Jun 30, 26 | -89 | 0.19% |
| McAdam, LLC | 134.38K | Jun 30, 26 | +25.07K | 0.18% |
| Concurrent Investment Advisors, LLC | 124.17K | Jun 30, 26 | +90.26K | 0.17% |
| Farther Finance Advisors, LLC | 122.52K | Jun 30, 26 | -3.68K | 0.17% |
| Foster Group, Inc. | 119.14K | Jun 30, 26 | -2.02K | 0.16% |
| ROYAL BANK OF CANADA | 118.10K | Jun 30, 26 | +1.02K | 0.16% |
| Strategies Wealth Advisors, LLC | 117.93K | Jun 30, 26 | -15.60K | 0.16% |
| MML INVESTORS SERVICES, LLC | 117.34K | Jun 30, 26 | +84.91K | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 111.17K | Jun 30, 26 | +2.03K | 0.15% |
| Cerity Partners LLC | 110.52K | Jun 30, 26 | +903 | 0.15% |
| CULLEN/FROST BANKERS, INC. | 109.40K | Jun 30, 26 | +4.42K | 0.15% |
| Brinker Capital Investments, LLC | 104.64K | Jun 30, 26 | -72 | 0.14% |
| AUA CAPITAL MANAGEMENT, LLC | 100.48K | Jun 30, 26 | -38 | 0.14% |
| Ackerman Capital Advisors, LLC | 100.45K | Jun 30, 26 | -2.56K | 0.14% |
| BENJAMIN EDWARDS INC | 98.92K | Jun 30, 26 | -43.16K | 0.14% |
| Colony Group, LLC | 98.85K | Jun 30, 26 | -1.98K | 0.14% |
| CHATHAM CAPITAL GROUP, INC. | 95.38K | Jun 30, 26 | -500 | 0.13% |
| ASSETMARK, INC | 93.90K | Jun 30, 26 | +6.50K | 0.13% |
| BANK OF MONTREAL /CAN/ | 93.85K | Jun 30, 26 | +5.70K | 0.13% |
| Paulson Wealth Management Inc. | 90.18K | Jun 30, 26 | -11.84K | 0.12% |
| Apella Capital, LLC | 88.14K | Jun 30, 26 | +836 | 0.12% |
| Brio Consultants, LLC | 86.25K | Jun 30, 26 | +1.10K | 0.12% |
| Bragg Financial Advisors, Inc | 80.11K | Jun 30, 26 | +9 | 0.11% |
| Smithfield Trust Co | 79.66K | Jun 30, 26 | +8.73K | 0.11% |
| GAMMA Investing LLC | 79.12K | Jun 30, 26 | +11.33K | 0.11% |
| Bleakley Financial Group, LLC | 74.76K | Jun 30, 26 | +74.76K | 0.10% |
| Elequin Securities, LLC | 73.07K | Jun 30, 26 | +41.86K | 0.10% |
| Kestra Advisory Services, LLC | 71.33K | Jun 30, 26 | +13.75K | 0.10% |
| JAMES INVESTMENT RESEARCH INC | 69.94K | Jun 30, 26 | -- | 0.10% |
| Janney Montgomery Scott LLC | 69.92K | Jun 30, 26 | -427 | 0.10% |
| Ameraudi Asset Management, Inc. | 69.58K | Jun 30, 26 | -500 | 0.10% |
| Royal Harbor Partners, LLC | 68.64K | Jun 30, 26 | +68.64K | 0.09% |
| GenTrust, LLC | 66.88K | Jun 30, 26 | -63.71K | 0.09% |
| Crestwood Advisors Group LLC | 66.58K | Jun 30, 26 | -3.36K | 0.09% |
| RW Investment Management LLC | 63.82K | Jun 30, 26 | -1.44K | 0.09% |
| Creative Planning | 62.26K | Jun 30, 26 | +510 | 0.09% |
| PARK AVENUE SECURITIES LLC | 61.85K | Jun 30, 26 | +61.85K | 0.08% |
| EAGLE GLOBAL ADVISORS LLC | 59.33K | Jun 30, 26 | +3.75K | 0.08% |
| Columbia River Financial Group, LLC | 56.08K | Jun 30, 26 | +4.78K | 0.08% |
| Tilson Financial Group, Inc. | 55.75K | Jun 30, 26 | -448 | 0.08% |
| Rockefeller Capital Management L.P. | 53.87K | Jun 30, 26 | -19.09K | 0.07% |
| HighTower Advisors, LLC | 53.23K | Jun 30, 26 | -2.13K | 0.07% |
| Ascent Group, LLC | 52.53K | Jun 30, 26 | -11.19K | 0.07% |
| Buckingham Strategic Partners | 52.01K | Jun 30, 26 | +249 | 0.07% |
| FIFTH THIRD BANCORP | 49.79K | Jun 30, 26 | -3.68K | 0.07% |
| OLD NATIONAL BANCORP /IN/ | 49.56K | Jun 30, 26 | -1.29K | 0.07% |
| Parkside Financial Bank & Trust | 49.38K | Jun 30, 26 | +2.26K | 0.07% |
| Charles Schwab Trust Co | 48.39K | Jun 30, 26 | +1 | 0.07% |
| Alaska Permanent Capital Management | 48.19K | Jun 30, 26 | +20.93K | 0.07% |
| Dynamic Advisor Solutions LLC | 48.06K | Jun 30, 26 | +850 | 0.07% |
| Leisure Capital Management | 47.88K | Jun 30, 26 | -101 | 0.07% |
| Elmwood Wealth Management, Inc. | 47.16K | Jun 30, 26 | +7.39K | 0.06% |
| Regal Investment Advisors LLC | 47.02K | Jun 30, 26 | +716 | 0.06% |
| Independent Advisor Alliance | 46.70K | Jun 30, 26 | -68.29K | 0.06% |
| McNaughton Wealth Management, LLC | 46.17K | Jun 30, 26 | -1.66K | 0.06% |
| Detalus Advisors, LLC | 45.74K | Jun 30, 26 | -6.98K | 0.06% |
| ALTFEST L J & CO INC | 45.48K | Jun 30, 26 | -1.45K | 0.06% |
| Sage Mountain Advisors LLC | 45.10K | Jun 30, 26 | +10.29K | 0.06% |
| Mariner, LLC | 44.97K | Jun 30, 26 | -2.46K | 0.06% |
| Precision Wealth Strategies, LLC | 44.93K | Jun 30, 26 | -47.61K | 0.06% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 43.80K | Jun 30, 26 | -1.54K | 0.06% |
| DAVIDSON INVESTMENT ADVISORS | 43.36K | Jun 30, 26 | -4.00K | 0.06% |
| US BANCORP \DE\ | 42.96K | Jun 30, 26 | -- | 0.06% |
| Boston Standard Wealth Management, LLC | 42.43K | Jun 30, 26 | -16 | 0.06% |
| Global Retirement Partners, LLC | 42.09K | Jun 30, 26 | +42.09K | 0.06% |
| Chesley Taft & Associates LLC | 41.92K | Jun 30, 26 | -- | 0.06% |
| ST GERMAIN D J CO INC | 41.71K | Jun 30, 26 | -1.20K | 0.06% |
| Horizon Family Wealth, Inc. | 41.06K | Jun 30, 26 | -10.00K | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 40.79K | Jun 30, 26 | +200 | 0.06% |
| Equitable Holdings, Inc. | 40.65K | Jun 30, 26 | +1.40K | 0.06% |
| LJI Wealth Management, LLC | 40.34K | Jun 30, 26 | +100 | 0.06% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 38.95K | Jun 30, 26 | -314 | 0.05% |
| Integrated Wealth Concepts LLC | 38.08K | Jun 30, 26 | +8.72K | 0.05% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 37.81K | Jun 30, 26 | -708 | 0.05% |
| Steel Peak Wealth Management LLC | 37.32K | Jun 30, 26 | -5.18K | 0.05% |
| Sanctuary Advisors, LLC | 35.81K | Jun 30, 26 | -302 | 0.05% |
| Main Street Financial Solutions, LLC | 35.60K | Jun 30, 26 | +13.93K | 0.05% |
| Merit Financial Group, LLC | 35.12K | Jun 30, 26 | -263 | 0.05% |
| Blueprint Investment Partners LLC | 34.95K | Jun 30, 26 | -1.25K | 0.05% |
| Blueprint Financial Advisors LLC | 34.95K | Jun 30, 26 | -1.25K | 0.05% |
| Private Advisor Group, LLC | 34.70K | Jun 30, 26 | -37 | 0.05% |
| Ashton Thomas Private Wealth, LLC | 34.54K | Jun 30, 26 | -226 | 0.05% |
| HANCOCK WHITNEY CORP | 33.91K | Jun 30, 26 | -1.52K | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 33.90K | Jun 30, 26 | -16.16K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 33.39K | Jun 30, 26 | +45 | 0.05% |
| FC Advisory LLC | 32.47K | Jun 30, 26 | +71 | 0.04% |
| Westside Investment Management, Inc. | 32.39K | Jun 30, 26 | -531 | 0.04% |
| CITIGROUP INC | 32.28K | Jun 30, 26 | +2.08K | 0.04% |
| SageView Advisory Group, LLC | 31.76K | Jun 30, 26 | -95 | 0.04% |
| Traveka Wealth, LLC | 31.47K | Jun 30, 26 | -5.50K | 0.04% |
| SRS Capital Advisors, Inc. | 31.46K | Jun 30, 26 | +14.10K | 0.04% |
| Versant Capital Management, Inc | 31.27K | Jun 30, 26 | +1.16K | 0.04% |
| Hurlow Wealth Management Group, Inc. | 31.22K | Jun 30, 26 | +100 | 0.04% |
| Grey Fox Wealth Advisors, LLC | 30.98K | Jun 30, 26 | -562 | 0.04% |
| FMR LLC | 30.95K | Jun 30, 26 | +4.19K | 0.04% |
| Snowden Capital Advisors LLC | 30.59K | Jun 30, 26 | +8.99K | 0.04% |
| Eagle Strategies LLC | 30.23K | Jun 30, 26 | -6.66K | 0.04% |
| Wealth Enhancement Trust Services, Inc. | 30.21K | Jun 30, 26 | +1.40K | 0.04% |
| Strategic Family Wealth Counselors, L.L.C. | 29.69K | Jun 30, 26 | -- | 0.04% |
| Karpus Management, Inc. | 29.40K | Jun 30, 26 | -77.95K | 0.04% |
| Opal Wealth Advisors, LLC | 29.06K | Jun 30, 26 | -70 | 0.04% |
| SIMON QUICK ADVISORS, LLC | 29.04K | Jun 30, 26 | -1.27K | 0.04% |
| KWMG, LLC | 28.97K | Jun 30, 26 | -1.24K | 0.04% |
| Premier Path Wealth Partners, LLC | 28.61K | Jun 30, 26 | +3.77K | 0.04% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 28.55K | Jun 30, 26 | -- | 0.04% |
| Envestnet Portfolio Solutions, Inc. | 27.10K | Jun 30, 26 | +14.93K | 0.04% |
| Aquire Wealth Advisors, LLC | 26.81K | Jun 30, 26 | -1.63K | 0.04% |
| Resources Investment Advisors, LLC. | 26.63K | Jun 30, 26 | -1.54K | 0.04% |
| FORONJY FINANCIAL LLC | 26.50K | Jun 30, 26 | -13.81K | 0.04% |
| Savant Capital, LLC | 26.49K | Jun 30, 26 | +11.21K | 0.04% |
| Perigon Wealth Management, LLC | 25.78K | Jun 30, 26 | -2.46K | 0.04% |
| Rare Wolf Capital LLC | 25.69K | Jun 30, 26 | +18.60K | 0.04% |
| HOWE & RUSLING INC | 25.54K | Jun 30, 26 | +979 | 0.04% |
| Johnson Financial Group, LLC | 25.49K | Jun 30, 26 | -825 | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 25.41K | Jun 30, 26 | +6.11K | 0.03% |
| AE Wealth Management LLC | 24.86K | Jun 30, 26 | +1.24K | 0.03% |
| Aviance Capital Partners, LLC | 24.80K | Jun 30, 26 | -4.27K | 0.03% |
| JUNCTURE WEALTH STRATEGIES, LLC | 24.61K | Jun 30, 26 | -603 | 0.03% |
| Modera Wealth Management, LLC | 24.05K | Jun 30, 26 | +36 | 0.03% |
| Savvy Advisors, Inc. | 23.61K | Jun 30, 26 | +2.22K | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 23.40K | Jun 30, 26 | +11.89K | 0.03% |
| FIRST NATIONAL BANK OF OMAHA | 23.11K | Jun 30, 26 | -3.23K | 0.03% |
| CYPRESS FINANCIAL PLANNING LLC | 22.98K | Jun 30, 26 | +2.50K | 0.03% |
| Veratis Advisors, Inc. | 22.50K | Jun 30, 26 | +22.50K | 0.03% |
| Apollon Wealth Management, LLC | 22.01K | Jun 30, 26 | -3.90K | 0.03% |
| RiverGlades Family Offices LLC | 21.60K | Jun 30, 26 | -8.12K | 0.03% |
| STALEY CAPITAL ADVISERS INC | 21.40K | Jun 30, 26 | -- | 0.03% |
| Forefront Wealth Partners, LLC | 21.20K | Jun 30, 26 | +11.72K | 0.03% |
| Freestone Capital Holdings, LLC | 21.02K | Jun 30, 26 | -- | 0.03% |
| Capital Advisors Wealth Management, LLC | 20.77K | Jun 30, 26 | -13.63K | 0.03% |
| Omega Financial Group, LLC | 20.55K | Jun 30, 26 | +321 | 0.03% |
| CITADEL ADVISORS LLC | 20.11K | Jun 30, 26 | -36.20K | 0.03% |
| CHOREO, LLC | 19.90K | Jun 30, 26 | +429 | 0.03% |
| Financial Strategies Group, Inc. | 19.84K | Jun 30, 26 | +241 | 0.03% |
| OpenArc Corporate Advisory, LLC | 19.77K | Jun 30, 26 | -15.11K | 0.03% |
| Prairiewood Capital, LLC | 19.63K | Jun 30, 26 | +1.17K | 0.03% |
| Prosperity Planning, Inc. | 19.46K | Jun 30, 26 | -- | 0.03% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 19.43K | Jun 30, 26 | -41.86K | 0.03% |
| Clearstead Advisors, LLC | 18.86K | Jun 30, 26 | +16 | 0.03% |
| Crews Bank & Trust | 18.83K | Jun 30, 26 | -- | 0.03% |
| Mutual Advisors, LLC | 18.74K | Jun 30, 26 | +498 | 0.03% |
| CNB Bank | 18.72K | Jun 30, 26 | -483 | 0.03% |
| VISTA INVESTMENT MANAGEMENT | 18.71K | Jun 30, 26 | -- | 0.03% |
| WBH ADVISORY INC | 18.42K | Jun 30, 26 | +18.42K | 0.03% |
| RITHOLTZ WEALTH MANAGEMENT | 18.20K | Jun 30, 26 | +46 | 0.02% |
| BROWN WEALTH MANAGEMENT, LLC | 18.14K | Jun 30, 26 | +939 | 0.02% |
| Heritage Wealth Management, Inc. /CA/ | 18.09K | Jun 30, 26 | +3.10K | 0.02% |
| Transcendent Capital Group LLC | 18.02K | Jun 30, 26 | -92 | 0.02% |
| Avantax Planning Partners, Inc. | 17.45K | Jun 30, 26 | -145 | 0.02% |
| Quantinno Capital Management LP | 16.99K | Jun 30, 26 | -3.72K | 0.02% |
| NICOLET BANKSHARES INC | 16.95K | Jun 30, 26 | -- | 0.02% |
| Friedenthal Financial | 16.70K | Jun 30, 26 | -2.45K | 0.02% |
| BCS Wealth Management | 16.68K | Jun 30, 26 | +638 | 0.02% |
| PAX Financial Group, LLC | 16.46K | Jun 30, 26 | +2.19K | 0.02% |
| Clearwater Capital Advisors, LLC | 16.25K | Jun 30, 26 | -- | 0.02% |
| QP WEALTH MANAGEMENT, LLC | 16.12K | Jun 30, 26 | +990 | 0.02% |
| IHT Wealth Management, LLC | 15.96K | Jun 30, 26 | +260 | 0.02% |
| Mesirow Financial Investment Management, Inc. | 15.86K | Jun 30, 26 | +4 | 0.02% |
| L.K. Benson & Company, P.C. | 15.79K | Jun 30, 26 | -886 | 0.02% |
| MATHER GROUP, LLC. | 15.38K | Jun 30, 26 | -21 | 0.02% |
| LEGACY SOLUTIONS, LLC | 15.33K | Jun 30, 26 | +280 | 0.02% |
| Anson Capital, Inc. | 15.27K | Jun 30, 26 | +2.42K | 0.02% |
| Canvas Wealth Advisors, LLC | 15.22K | Jun 30, 26 | +1.72K | 0.02% |
| Sunflower Bank, N.A. | 14.85K | Jun 30, 26 | -- | 0.02% |
| Parcion Private Wealth LLC | 14.02K | Jun 30, 26 | -- | 0.02% |
| NewEdge Wealth, LLC | 13.54K | Jun 30, 26 | +1.65K | 0.02% |
| Dakota Wealth Management | 13.21K | Jun 30, 26 | -4.63K | 0.02% |
| RMR Wealth Builders | 13.14K | Jun 30, 26 | -420 | 0.02% |
| LAZARD ASSET MANAGEMENT LLC | 13.00K | Jun 30, 26 | -14.30K | 0.02% |
| Advisor OS, LLC | 12.82K | Jun 30, 26 | +3.42K | 0.02% |
| Capital Analysts, LLC | 12.82K | Jun 30, 26 | +965 | 0.02% |
| Steward Partners Investment Advisory, LLC | 12.72K | Jun 30, 26 | -3.55K | 0.02% |
| Equita Financial Network, Inc. | 12.61K | Jun 30, 26 | +76 | 0.02% |
| Mayflower Financial Advisors, LLC | 12.49K | Jun 30, 26 | +79 | 0.02% |
| MONEYWISE, INC. | 12.45K | Jun 30, 26 | -71 | 0.02% |
| Atlantic Edge Private Wealth Management, LLC | 12.45K | Jun 30, 26 | -950 | 0.02% |
| PFW Advisors LLC | 12.06K | Jun 30, 26 | -- | 0.02% |
| Valeo Financial Advisors, LLC | 11.82K | Jun 30, 26 | -711 | 0.02% |
| Wakefield Asset Management LLLP | 11.66K | Jun 30, 26 | -4.63K | 0.02% |
| CI Private Wealth, LLC | 11.58K | Jun 30, 26 | -5.33K | 0.02% |
| Strategic Blueprint, LLC | 11.43K | Jun 30, 26 | +2.59K | 0.02% |
| IFG Advisory, LLC | 11.42K | Jun 30, 26 | +11.42K | 0.02% |
| One Capital Management, LLC | 11.21K | Jun 30, 26 | -- | 0.02% |
| BLAIR WILLIAM & CO/IL | 10.93K | Jun 30, 26 | -612 | 0.02% |
| Legacy Wealth Managment, LLC/ID | 10.85K | Jun 30, 26 | +10.47K | 0.01% |
| Gateway Wealth Partners, LLC | 10.73K | Jun 30, 26 | -7.49K | 0.01% |
| WEALTH MANAGEMENT RESOURCES, INC. | 10.67K | Jun 30, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 10.65K | Jun 30, 26 | +584 | 0.01% |
| Arkadios Wealth Advisors | 10.63K | Jun 30, 26 | +98 | 0.01% |
| APS Management Group, Inc. | 10.62K | Jun 30, 26 | +892 | 0.01% |
| Rehmann Capital Advisory Group | 10.62K | Jun 30, 26 | +69 | 0.01% |
| RMB Capital Management, LLC | 10.40K | Jun 30, 26 | -1.87K | 0.01% |
| ORBA Wealth Advisors, L.L.C. | 10.39K | Jun 30, 26 | -- | 0.01% |
| Altus Wealth Management, LLC | 10.38K | Jun 30, 26 | -- | 0.01% |
| NORTHERN TRUST CORP | 10.19K | Jun 30, 26 | +40 | 0.01% |
| Boston Trust Walden Corp | 9.77K | Jun 30, 26 | -168 | 0.01% |
| MY Wealth Management Inc. | 9.74K | Jun 30, 26 | -128.25K | 0.01% |
| CIBC Bancorp USA Inc. | 9.74K | Jun 30, 26 | -659 | 0.01% |
| Invst, LLC | 9.68K | Jun 30, 26 | +9.68K | 0.01% |
| Lifeworks Advisors, LLC | 9.38K | Jun 30, 26 | -- | 0.01% |
| Advisory Services Network, LLC | 9.31K | Jun 30, 26 | +3.50K | 0.01% |
| Wealthcare Capital Partners, LLC | 9.26K | Jun 30, 26 | -37 | 0.01% |
| TritonPoint Partners, LLC | 9.24K | Jun 30, 26 | +9.24K | 0.01% |
| RIVERSEDGE ADVISORS, LLC | 9.19K | Jun 30, 26 | -522 | 0.01% |
| MAI Capital Management | 9.15K | Jun 30, 26 | +9 | 0.01% |
| Capital Advisors, Ltd. LLC | 9.10K | Jun 30, 26 | -- | 0.01% |
| Avant Financial Advisors LLC | 9.06K | Jun 30, 26 | -- | 0.01% |
| SEEDS INVESTOR LLC | 8.82K | Jun 30, 26 | -- | 0.01% |
| M&T BANK CORP | 8.79K | Jun 30, 26 | -286 | 0.01% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 8.74K | Jun 30, 26 | -1.86K | 0.01% |
| RMG Wealth Management LLC | 8.54K | Jun 30, 26 | +8.54K | 0.01% |
| Continuum Advisory, LLC | 8.54K | Jun 30, 26 | -216 | 0.01% |
| Essex Financial Services, Inc. | 8.46K | Jun 30, 26 | -- | 0.01% |
| IFG Advisors, LLC | 8.40K | Jun 30, 26 | -84 | 0.01% |
| TRITONPOINT WEALTH, LLC | 8.40K | Jun 30, 26 | -636 | 0.01% |
| Pinnacle Financial Partners, Inc. | 8.36K | Jun 30, 26 | +11 | 0.01% |
| Evensky & Katz LLC | 8.13K | Jun 30, 26 | +122 | 0.01% |
| Pensionmark Financial Group, LLC | 8.08K | Jun 30, 26 | +8.08K | 0.01% |
| XML Financial, LLC | 7.84K | Jun 30, 26 | -- | 0.01% |
| DEUTSCHE BANK AG\ | 7.84K | Jun 30, 26 | +5.28K | 0.01% |
| 1834 INVESTMENT ADVISORS CO | 7.78K | Jun 30, 26 | -3.18K | 0.01% |
| Atlas Legacy Advisors, LLC | 7.62K | Jun 30, 26 | -106 | 0.01% |
| Wealthfront Advisers LLC | 7.58K | Jun 30, 26 | +7.58K | 0.01% |
| KFA Private Wealth Group, LLC | 7.43K | Jun 30, 26 | -- | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 7.41K | Jun 30, 26 | +7.41K | 0.01% |
| Phillip James Consulting Co. | 7.38K | Jun 30, 26 | -42.12K | 0.01% |
| CAP Partners, LLC | 7.33K | Jun 30, 26 | +29 | 0.01% |
| FULTON BANK, N.A. | 7.31K | Jun 30, 26 | -75 | 0.01% |
| Icon Wealth Advisors, LLC | 7.27K | Jun 30, 26 | -- | 0.01% |
| Rock Point Advisors, LLC | 7.25K | Jun 30, 26 | -- | 0.01% |
| L. Roy Papp & Associates, LLP | 7.08K | Jun 30, 26 | -- | 0.01% |
| Burk Holdings LLC | 7.00K | Jun 30, 26 | +1.21K | 0.01% |
| Cascade Financial Partners, LLC | 6.94K | Jun 30, 26 | -418 | 0.01% |
| JFS WEALTH ADVISORS, LLC | 6.90K | Jun 30, 26 | -- | 0.01% |
| Stratos Wealth Partners, LTD. | 6.86K | Jun 30, 26 | +1.91K | 0.01% |
| Global Wealth Management Investment Advisory, Inc. | 6.83K | Jun 30, 26 | +1.95K | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.80K | Jun 30, 26 | -- | 0.01% |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.78K | Jun 30, 26 | -443 | 0.01% |
| BAILARD, INC. | 6.75K | Jun 30, 26 | +6.75K | 0.01% |
| Parallel Advisors, LLC | 6.67K | Jun 30, 26 | -- | 0.01% |
| Keener Financial Planning LLC | 6.61K | Jun 30, 26 | +1.08K | 0.01% |
| FIRST HORIZON CORP | 6.59K | Jun 30, 26 | -- | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 6.58K | Jun 30, 26 | +26 | 0.01% |
| Next Level Private LLC | 6.58K | Jun 30, 26 | +43 | 0.01% |
| Rosenberg Matthew Hamilton | 6.55K | Jun 30, 26 | -- | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 6.52K | Jun 30, 26 | -- | 0.01% |
| New Perspectives, Inc | 6.49K | Jun 30, 26 | -- | 0.01% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6.37K | Jun 30, 26 | +6.37K | 0.01% |
| WEDBUSH SECURITIES INC | 6.31K | Jun 30, 26 | -202 | 0.01% |
| Krane Financial Solutions LLC | 6.29K | Jun 30, 26 | +1.07K | 0.01% |
| PRIVATE TRUST CO NA | 6.25K | Jun 30, 26 | +3.15K | 0.01% |
| Fullerton Advisors, LLC | 6.18K | Jun 30, 26 | -341 | 0.01% |
| IFP Advisors, Inc | 6.17K | Jun 30, 26 | -9 | 0.01% |
| HRT FINANCIAL LP | 6.07K | Jun 30, 26 | +6.07K | 0.01% |
| Strategic Wealth Partners, Ltd. | 6.04K | Jun 30, 26 | -743 | 0.01% |
| OPPENHEIMER & CO INC | 5.99K | Jun 30, 26 | +5.99K | 0.01% |
| Wellington Shields Capital Management, LLC | 5.93K | Jun 30, 26 | -- | 0.01% |
| Vise Technologies, Inc. | 5.91K | Jun 30, 26 | +5.91K | 0.01% |
| N.E.W. Advisory Services LLC | 5.87K | Jun 30, 26 | -1.27K | 0.01% |
| MANNING & NAPIER ADVISORS LLC | 5.86K | Jun 30, 26 | -- | 0.01% |
| Sequoia Financial Advisors, LLC | 5.79K | Jun 30, 26 | -313 | 0.01% |
| Fortis Capital Management LLC | 5.70K | Jun 30, 26 | -4.17K | 0.01% |
| Aptus Capital Advisors, LLC | 5.67K | Jun 30, 26 | +734 | 0.01% |
| Quotient Wealth Partners, LLC | 5.58K | Jun 30, 26 | -494 | 0.01% |
| TCG Advisory Services, LLC | 5.55K | Jun 30, 26 | -3.90K | 0.01% |
| SigFig Wealth Management, LLC | 5.37K | Jun 30, 26 | +758 | 0.01% |
| STOCK YARDS BANK & TRUST CO | 5.37K | Jun 30, 26 | -- | 0.01% |
| VestGen Advisors, LLC | 5.33K | Jun 30, 26 | +84 | 0.01% |
| Marshall Financial Group LLC | 5.29K | Jun 30, 26 | -- | 0.01% |
| Topsail Wealth Management, LLC | 5.24K | Jun 30, 26 | -- | 0.01% |
| CWA Asset Management Group, LLC | 5.15K | Jun 30, 26 | -1.02K | 0.01% |
| Tennessee Valley Asset Management Partners | 5.02K | Jun 30, 26 | -148 | 0.01% |
| Linscomb & Williams, Inc. | 4.91K | Jun 30, 26 | -- | 0.01% |
| Keebeck Wealth Management, LLC | 4.82K | Jun 30, 26 | -- | 0.01% |
| Net Worth Advisory Group | 4.81K | Jun 30, 26 | +15 | 0.01% |
| GLOBALT Investments LLC / GA | 4.68K | Jun 30, 26 | -- | 0.01% |
| Kesler, Norman & Wride, LLC | 4.65K | Jun 30, 26 | -- | 0.01% |
| BKA Wealth Consulting, Inc. | 4.64K | Jun 30, 26 | -34 | 0.01% |
| Mullooly Asset Management, Inc. | 4.53K | Jun 30, 26 | +30 | 0.01% |
| Clarity Financial LLC | 4.53K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Bancorp, Inc. | 4.52K | Jun 30, 26 | +2.35K | 0.01% |
| Octavia Wealth Advisors, LLC | 4.45K | Jun 30, 26 | -- | 0.01% |
| CAPITAL ADVISORS INC/OK | 4.33K | Jun 30, 26 | -780 | 0.01% |
| Hardin Capital Partners, LLC | 4.26K | Jun 30, 26 | -- | 0.01% |
| SAX WEALTH ADVISORS, LLC | 4.23K | Jun 30, 26 | +4.23K | 0.01% |
| Nuveen, LLC | 4.22K | Jun 30, 26 | +4.22K | 0.01% |
| PRINCIPAL SECURITIES, INC. | 4.21K | Jun 30, 26 | -1.81K | 0.01% |
| Smartleaf Asset Management LLC | 3.39K | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 3.26K | Jun 30, 26 | -- | 0.00% |
| MASSMUTUAL TRUST CO FSB/ADV | 3.15K | Jun 30, 26 | -67 | 0.00% |
| Rossmore Private Capital | 2.19K | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 2.19K | Jun 30, 26 | +48 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 2.11K | Jun 30, 26 | -9 | 0.00% |
| Migdal Insurance & Financial Holdings Ltd. | 2.10K | Jun 30, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 1.71K | Jun 30, 26 | -2.52K | 0.00% |
| BFSG, LLC | 1.56K | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 1.51K | Jun 30, 26 | +1.48K | 0.00% |
| Frazier Financial Advisors, LLC | 1.44K | Jun 30, 26 | -1.01K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.38K | Jun 30, 26 | -825 | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1.35K | Jun 30, 26 | -- | 0.00% |
| Blume Capital Management, Inc. | 1.35K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 1.24K | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 1.07K | Jun 30, 26 | +7 | 0.00% |
| Atlatl Advisers LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Hilltop National Bank | 992 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 818 | Jun 30, 26 | +818 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 796 | Jun 30, 26 | -45.71K | 0.00% |
| FIRST UNITED BANK & TRUST | 775 | Jun 30, 26 | -- | 0.00% |
| LGT Financial Advisors LLC | 731 | Jun 30, 26 | +731 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 689 | Jun 30, 26 | -72 | 0.00% |
| Rossby Financial, LCC | 688 | Jun 30, 26 | -14 | 0.00% |
| Private Wealth Management Group, LLC | 547 | Jun 30, 26 | +62 | 0.00% |
| Independence Bank of Kentucky | 545 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 537 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 533 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 530 | Jun 30, 26 | +2 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 500 | Jun 30, 26 | +500 | 0.00% |
| NBT BANK N A /NY | 500 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 481 | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 476 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 474 | Jun 30, 26 | -118 | 0.00% |
| Davis Capital Management | 450 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 395 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 378 | Jun 30, 26 | +378 | 0.00% |
| Winthrop Capital Management, LLC | 336 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 325 | Jun 30, 26 | +2 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 294 | Jun 30, 26 | +294 | 0.00% |
| Vision Retirement, LLC | 279 | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 262 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 213 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 203 | Jun 30, 26 | +172 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 199 | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 173 | Jun 30, 26 | -- | 0.00% |
| Pillar Financial Advisors, LLC | 166 | Jun 30, 26 | -- | 0.00% |
| Morton Brown Family Wealth, LLC | 163 | Jun 30, 26 | -- | 0.00% |
| Park Place Capital Corp | 146 | Jun 30, 26 | +146 | 0.00% |
| Bangor Savings Bank | 134 | Jun 30, 26 | -- | 0.00% |
| Crewe Advisors LLC | 133 | Jun 30, 26 | -- | 0.00% |
| Ameritas Investment Partners, Inc. | 130 | Jun 30, 26 | -- | 0.00% |
| Front Row Advisors LLC | 120 | Jun 30, 26 | -- | 0.00% |
| RED REEF ADVISORS LLC | 116 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 96 | Jun 30, 26 | -2.90K | 0.00% |
| Nvest Wealth Strategies, Inc. | 80 | Jun 30, 26 | -- | 0.00% |
| EASTERN BANK | 77 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 73 | Jun 30, 26 | -4 | 0.00% |
| High Note Wealth, LLC | 72 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 69 | Jun 30, 26 | +69 | 0.00% |
| HighMark Wealth Management LLC | 69 | Jun 30, 26 | +1 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 69 | Jun 30, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 65 | Jun 30, 26 | +65 | 0.00% |
| Delos Wealth Advisors, LLC | 59 | Jun 30, 26 | +59 | 0.00% |
| Signature Equity Partners, LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| EverSource Wealth Advisors, LLC | 53 | Jun 30, 26 | -1.17K | 0.00% |
| Larson Financial Group LLC | 47 | Jun 30, 26 | +1 | 0.00% |
| Integrity Financial Corp /WA | 41 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 38 | Jun 30, 26 | -442 | 0.00% |
| Russell Investments Group, Ltd. | 14 | Jun 30, 26 | +8 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 6 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 5 | Jun 30, 26 | -7.97K | 0.00% |
| DHJJ Financial Advisors, Ltd. | 5 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | -- | Jun 30, 26 | -2 | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -36 | -- |
| WASHINGTON TRUST Co | -- | Jun 30, 26 | -7.01K | -- |
| HALLMARK CAPITAL MANAGEMENT INC | -- | Jun 30, 26 | -1.49K | -- |
| Cercano Management LLC | -- | Jun 30, 26 | -206.57K | -- |
| Elevated Capital Advisors, LLC | -- | Jun 30, 26 | -90 | -- |
| Peak Wealth Management LLC | -- | Jun 30, 26 | -4.50K | -- |
| Fisher Asset Management, LLC | -- | Jun 30, 26 | -25.08K | -- |
| Legacy Edge Advisors, LLC | -- | Jun 30, 26 | -8.98K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -32.29K | -- |
| Whitegate Investment Counselors, Inc. | -- | Jun 30, 26 | -10.03K | -- |
| Daytona Street Capital LLC | -- | Jun 30, 26 | -16 | -- |
| StoneX Group Inc. | -- | Jun 30, 26 | -4.62K | -- |
| SYKON CAPITAL LLC | -- | Jun 30, 26 | -45.14K | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | -- | Jun 30, 26 | -737 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -67.07K | -- |
| Banque Transatlantique SA | -- | Jun 30, 26 | -11 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -31.37K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -21 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.25K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -2 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -276.21K | -- |
| Strategic Financial Concepts, LLC | -- | Jun 30, 26 | -6.19K | -- |
| Clifford Group, LLC | -- | Jun 30, 26 | -46.59K | -- |
| Oakworth Capital, Inc. | -- | Jun 30, 26 | -2.00K | -- |
| CWM, LLC | 78.57K | Mar 31, 26 | -920 | 0.11% |
| First Affirmative Financial Network | 15.16K | Mar 31, 26 | +15.16K | 0.02% |
| Evelyn Partners Asset Management Ltd | 10.09K | Mar 31, 26 | +10.09K | 0.01% |
| MOSELEY INVESTMENT MANAGEMENT INC | 7.98K | Mar 31, 26 | -1 | 0.01% |
| True Vision MN LLC | 4.38K | Mar 31, 26 | -121 | 0.01% |
| JOURNEY STRATEGIC WEALTH LLC | 4.24K | Mar 31, 26 | -- | 0.01% |
| Vivaldi Capital Management LP | -- | Mar 31, 26 | -5.05K | -- |
| Quent Long Short Global Small Cap Fund, LP | 1.79M | Dec 31, 25 | +1.79M | 2.46% |
| PURE PORTFOLIOS HOLDINGS LLC | 143.00K | Dec 31, 25 | +11.32K | 0.20% |
| Janney Capital Management LLC | 61.17K | Dec 31, 25 | +119 | 0.08% |
| COMERICA BANK | 57.37K | Dec 31, 25 | -4.04K | 0.08% |
| MERITAGE PORTFOLIO MANAGEMENT | 29.44K | Dec 31, 25 | -2.52K | 0.04% |
| CIBC Private Wealth Group, LLC | 13.40K | Dec 31, 25 | -- | 0.02% |
| NICOLET ADVISORY SERVICES, LLC | 12.07K | Dec 31, 25 | -2.79K | 0.02% |
| Running Point Capital Advisors, LLC | 1.37K | Dec 31, 25 | -46 | 0.00% |
| Litman Gregory Wealth Management LLC | 259 | Dec 31, 25 | +259 | 0.00% |
| First International Bank & Trust | 46.00K | Sep 30, 25 | +274 | 0.06% |
| COUNTRY CLUB BANK /GFN | 25.61K | Sep 30, 25 | +4.54K | 0.04% |
| Burt Wealth Advisors | 13.00K | Sep 30, 25 | -- | 0.02% |
| Apexium Financial, LP | 9.61K | Sep 30, 25 | -10 | 0.01% |
| SYNOVUS FINANCIAL CORP | 9.11K | Sep 30, 25 | +10 | 0.01% |
| Bristlecone Advisors, LLC | 8.69K | Sep 30, 25 | -- | 0.01% |
| JFG Wealth Management, LLC | 8.14K | Sep 30, 25 | -- | 0.01% |
| AllSquare Wealth Management LLC | 400 | Sep 30, 25 | -- | 0.00% |
| PINNACLE FINANCIAL PARTNERS INC | -- | Sep 30, 25 | -6.23K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 52.39K | Jun 30, 25 | -3.48K | 0.07% |
| Sebold Capital Management, Inc. | 33.97K | Jun 30, 25 | -1.14K | 0.05% |
| PrairieView Partners, LLC | 12.55K | Jun 30, 25 | -2.07K | 0.02% |
| First Horizon Advisors, Inc. | 6.59K | Jun 30, 25 | -- | 0.01% |
| Iron Horse Wealth Management, LLC | 72 | Jun 30, 25 | +26 | 0.00% |
| Capital A Wealth Management, LLC | 44 | Jun 30, 25 | -868 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -6.06K | -- |
| Jentner Corp | -- | Jun 30, 25 | -4.98K | -- |
| Orion Portfolio Solutions, LLC | 103.46K | Mar 31, 25 | -1.83K | 0.14% |
| Proquility Private Wealth Partners, LLC | 35.04K | Mar 31, 25 | +26.10K | 0.05% |
| HTLF Bank | 642.07K | Dec 31, 24 | +2.16K | 0.88% |
| Kades & Cheifetz LLC | 44.25K | Dec 31, 24 | +798 | 0.06% |
| Bison Wealth, LLC | -- | Dec 31, 24 | -5.79K | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -227 | -- |
| Raymond James Financial Services Advisors, Inc. | 196.80K | Sep 30, 24 | +8.24K | 0.27% |
| Alera Investment Advisors, LLC | 72.95K | Sep 30, 24 | +1.69K | 0.10% |
| RAYMOND JAMES & ASSOCIATES | 55.46K | Sep 30, 24 | -5.40K | 0.08% |
| Brophy Wealth Management, LLC | 8.69K | Sep 30, 24 | +8.69K | 0.01% |
| RAYMOND JAMES TRUST N.A. | 8.14K | Sep 30, 24 | -2.21K | 0.01% |
| Carmichael Hill & Associates, Inc. | 2.68K | Sep 30, 24 | +418 | 0.00% |
| Annapolis Financial Services, LLC | 581 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 92.90K | Jun 30, 24 | +16.16K | 0.13% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 49.95K | Jun 30, 24 | -4.32K | 0.07% |
| Private Ocean, LLC | 2.05K | Jun 30, 24 | -- | 0.00% |
| BlackRock Inc. | 994 | Jun 30, 24 | +787 | 0.00% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -9.22K | -- |
| Cetera Advisor Networks LLC | 89.89K | Mar 31, 24 | -20.25K | 0.12% |
| Cetera Advisors LLC | 30.37K | Mar 31, 24 | +17.53K | 0.04% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15.15K | Mar 31, 24 | -11.08K | 0.02% |
| Bridgeworth, LLC | 110.95K | Dec 31, 23 | +110.95K | 0.15% |
| WEALTHSOURCE PARTNERS, LLC | 85.12K | Dec 31, 23 | -84.72K | 0.12% |
| LWS Wealth Advisors, Inc. | 63.40K | Dec 31, 23 | +31.07K | 0.09% |
| TELEMUS CAPITAL, LLC | 50.61K | Dec 31, 23 | +27.05K | 0.07% |
| StrategIQ Financial Group, LLC | 37.23K | Dec 31, 23 | -3.73K | 0.05% |
| Traverso Chambers Private Wealth Management, LLC | 8.61K | Dec 31, 23 | -- | 0.01% |
| DFPG INVESTMENTS, LLC | 8.30K | Dec 31, 23 | -838 | 0.01% |
| Bartlett & Co. LLC | 7.69K | Dec 31, 23 | -- | 0.01% |
| DUBUQUE BANK & TRUST CO | 390.31K | Sep 30, 23 | +12.04K | 0.54% |
| COLONY GROUP LLC | 166.63K | Sep 30, 23 | -5.51K | 0.23% |
| Windsor Group LTD | 44.65K | Sep 30, 23 | +6 | 0.06% |
| Antonetti Capital Management LLC | 12.95K | Sep 30, 23 | -300 | 0.02% |
| Icon Wealth Partners, LLC | 7.27K | Sep 30, 23 | -- | 0.01% |
| FREEDOM WEALTH ALLIANCE, LLC | 6.63K | Sep 30, 23 | -86 | 0.01% |
| Column Capital Advisors, LLC | 2.55K | Sep 30, 23 | -- | 0.00% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -19.79K | -- |
| BDO Wealth Advisors, LLC | 91.04K | Jun 30, 23 | -311 | 0.12% |
| Wealth CMT | 43.74K | Jun 30, 23 | -5.04K | 0.06% |
| BerganKDV Wealth Management, LLC | 17.64K | Jun 30, 23 | -107 | 0.02% |
| Relaxing Retirement Coach | 9.60K | Jun 30, 23 | +15 | 0.01% |
| AJ WEALTH STRATEGIES, LLC | 6.60K | Jun 30, 23 | -- | 0.01% |
| Baldrige Asset Management LLC | 8.41K | Mar 31, 23 | -2.55K | 0.01% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 315.46K | Dec 31, 22 | -92.14K | 0.43% |
| BANK OF THE WEST | 10.76K | Dec 31, 22 | +10.76K | 0.01% |
| Laurel Wealth Advisors, Inc. | 5.78K | Dec 31, 22 | +14 | 0.01% |
| Capital Directions Investment Advisors, LLC | 4.12K | Dec 31, 22 | +4.12K | 0.01% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 2.75K | Dec 31, 22 | -- | 0.00% |
| Beaumont Financial Partners, LLC | 148.14K | Sep 30, 22 | -8.71K | 0.20% |
| SADOFF INVESTMENT MANAGEMENT LLC | 35.92K | Sep 30, 22 | -500 | 0.05% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 34.39K | Sep 30, 22 | -3.46K | 0.05% |
| Covington Capital Management | 32.20K | Sep 30, 22 | -60 | 0.04% |
| American Portfolios Advisors | 19.32K | Sep 30, 22 | -3.29K | 0.03% |
| CPWM, LLC | 7.82K | Sep 30, 22 | -2.38K | 0.01% |
| FourThought Financial, LLC | 510 | Sep 30, 22 | +1 | 0.00% |
| Bell Rock Capital LLC | -- | Sep 30, 22 | -14.90K | -- |
| RGT Wealth Advisors, LLC | -- | Sep 30, 22 | -18.30K | -- |
| Farmer Steven Patrick | 14.85K | Jun 30, 22 | +14.85K | 0.02% |
| Titus Wealth Management | 9.67K | Jun 30, 22 | +4.80K | 0.01% |
| B. Riley Wealth Management, Inc. | 9.28K | Jun 30, 22 | +2.23K | 0.01% |
| Corbenic Partners LLC | 60 | Jun 30, 22 | -1.12K | 0.00% |
| People's United Financial, Inc. | 188.78K | Mar 31, 22 | -78.59K | 0.26% |
| Lenox Wealth Advisors, LLC | 74.13K | Mar 31, 22 | -567 | 0.10% |
| CAPITAL ONE FINANCIAL CORP | 19.43K | Mar 31, 22 | -74.28K | 0.03% |
| Personal Wealth Partners | 6.02K | Mar 31, 22 | -- | 0.01% |
| Permit Capital Advisors, LLC | 4.75K | Mar 31, 22 | +4.75K | 0.01% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | -- | Mar 31, 22 | -9.20K | -- |
| Country Club Trust Company, n.a. | 138.57K | Dec 31, 21 | -10.48K | 0.19% |
| Altavista Wealth Management, Inc. | 28.90K | Dec 31, 21 | -500 | 0.04% |
| REILLY FINANCIAL ADVISORS, LLC | 11.49K | Dec 31, 21 | +11.49K | 0.02% |
| Paradigm Financial Advisors, LLC | 7.97K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | 229 | Dec 31, 21 | +102 | 0.00% |
| QCI ASSET MANAGEMENT INC/NY | 524.47K | Sep 30, 21 | +34.86K | 0.72% |
| DERBY & COMPANY, INC | 201.12K | Sep 30, 21 | +20.41K | 0.28% |
| Pacific Edge Advisors, LLC | 186.98K | Sep 30, 21 | +25.00K | 0.26% |
| MANAGED ACCOUNT SERVICES INC | 51.12K | Sep 30, 21 | -3.80K | 0.07% |
| Berman Capital Advisors, LLC | 25.19K | Sep 30, 21 | +48 | 0.03% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 11.50K | Sep 30, 21 | +21 | 0.02% |
| BBVA USA | 7.63K | Sep 30, 21 | -- | 0.01% |
| Sonora Investment Management, LLC | 271 | Sep 30, 21 | -- | 0.00% |
| PNC Managed Account Solutions, Inc. | 194.13K | Jun 30, 21 | +194.13K | 0.27% |
| Legacy Wealth Partners, Inc. | 40.49K | Jun 30, 21 | -151 | 0.06% |
| Pinnacle Wealth Advisors | 30.53K | Jun 30, 21 | +30.53K | 0.04% |
| AdvicePeriod, LLC | 20.81K | Jun 30, 21 | -3.86K | 0.03% |
| Nachman Norwood & Parrott, Inc | 15.12K | Jun 30, 21 | -- | 0.02% |
| BBVA USA Bancshares, Inc. | 187.46K | Mar 31, 21 | +31.58K | 0.26% |
| TCF National Bank | 6.21K | Mar 31, 21 | +687 | 0.01% |
| Reby Advisors, LLC | 105.81K | Dec 31, 20 | +105.81K | 0.15% |
| Winslow, Evans & Crocker, Inc. | 4.58K | Dec 31, 20 | -- | 0.01% |
| BAINCO INTERNATIONAL INVESTORS | 166 | Dec 31, 20 | +166 | 0.00% |
| ETRADE Capital Management LLC | 585.73K | Sep 30, 20 | +96.07K | 0.80% |
| Independence Advisors, LLC | 44.85K | Sep 30, 20 | -- | 0.06% |
| First Allied Advisory Services, Inc. | 44.81K | Sep 30, 20 | -1.84K | 0.06% |
| Wealthspire Advisors, L.P. | 12.20K | Sep 30, 20 | -95 | 0.02% |
| QUANTUM CAPITAL MANAGEMENT | 8.54K | Sep 30, 20 | +260 | 0.01% |
| BRINKER CAPITAL INC | 95.24K | Jun 30, 20 | -18.17K | 0.13% |
| FRONTIER INVESTMENT MGMT CO | 6.20K | Jun 30, 20 | -315 | 0.01% |
| STRALEM & CO INC | 2.49K | Jun 30, 20 | -- | 0.00% |
| Premise Capital, LLC | 222 | Jun 30, 20 | -1.14K | 0.00% |
| PagnatoKarp Partners LLC | 14.78K | Mar 31, 20 | +5 | 0.02% |
| Foothills Asset Management, Ltd. | 10.16K | Mar 31, 20 | -- | 0.01% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 727 | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 176.12K | Dec 31, 19 | +1.12K | 0.24% |
| Advisor Group, Inc. | 136.24K | Dec 31, 19 | +5.11K | 0.19% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 66.24K | Dec 31, 19 | +66.24K | 0.09% |
| Beacon Pointe Wealth Advisors, LLC | 8.52K | Dec 31, 19 | +8.52K | 0.01% |
| CXI Advisors | 527 | Dec 31, 19 | +527 | 0.00% |
| BB&T SECURITIES, LLC | 340.61K | Sep 30, 19 | -2.45K | 0.47% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 123.46K | Sep 30, 19 | -8.17K | 0.17% |
| SUNTRUST BANKS INC | 120.38K | Sep 30, 19 | +2.27K | 0.17% |
| BOSTON ADVISORS LLC | 103.86K | Sep 30, 19 | -9.40K | 0.14% |
| Capital One Investing, Inc. | 54.62K | Sep 30, 19 | -1.36K | 0.07% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 14.10K | Sep 30, 19 | +680 | 0.02% |
| Guidant Wealth Advisors | 3.76K | Sep 30, 19 | +1 | 0.01% |
| MRA Associates USA LLC | 41 | Sep 30, 19 | -- | 0.00% |
| Lourd Capital, LLC | 16.91K | Jun 30, 19 | -- | 0.02% |
| Live Your Vision, LLC | 109.53K | Mar 31, 19 | +18.18K | 0.15% |
| RELIANCE TRUST CO OF DELAWARE | 38.38K | Mar 31, 19 | -103 | 0.05% |
| AT Bancorp | 25.11K | Mar 31, 19 | -2.45K | 0.03% |
| Ceros Financial Services Inc. | 10.34K | Mar 31, 19 | +10.34K | 0.01% |
| HL FINANCIAL SERVICES LLC | 7.27K | Mar 31, 19 | -- | 0.01% |
| CEDAR HILL ASSOCIATES, LLC | 131.11K | Dec 31, 18 | -68.35K | 0.18% |
| BREMER TRUST NATIONAL ASSOCIATION | 12.56K | Dec 31, 18 | -- | 0.02% |
| Clarfeld Financial Advisors, LLC | 3.23K | Dec 31, 18 | +3.23K | 0.00% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 120.97K | Sep 30, 18 | +3.18K | 0.17% |
| KHP Capital, LLC | 14.12K | Sep 30, 18 | -6.29K | 0.02% |
| Hefty Wealth Partners | 59.56K | Mar 31, 18 | -30.68K | 0.08% |
| Oak Point Wealth Management | 49.89K | Mar 31, 18 | -32.43K | 0.07% |
| WealthShield, LLC | 4.87K | Dec 31, 17 | +4.87K | 0.01% |
| BB&T INVESTMENT SERVICES, INC. | 1.22K | Dec 31, 17 | +963 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -4.29K | -- |
| IFC Holdings Incorporated/FL | -- | Dec 31, 17 | -4.40K | -- |
| Commonwealth Equity Services, Inc | 1.22M | Jun 30, 17 | +54.44K | 1.67% |
| Independent Portfolio Consultants, Inc. | 23.59K | Jun 30, 17 | -13.40K | 0.03% |
| Virtu KCG Holdings LLC | 18.72K | Jun 30, 17 | +12.34K | 0.03% |
| WFG Advisors, LP | 2.36K | Jun 30, 17 | +166 | 0.00% |
| LBA Wealth Management, LLC | 129.37K | Mar 31, 17 | +8.40K | 0.18% |
| Integrated Wealth Management | 21.54K | Mar 31, 17 | -34 | 0.03% |
| MSI Financial Services Inc | 30.51K | Dec 31, 16 | +4.56K | 0.04% |
| BlackRock Investment Management, LLC | 2.55K | Dec 31, 16 | -115 | 0.00% |
| Gerstein Fisher | 92.06K | Sep 30, 16 | +1.65K | 0.13% |
| ADVISOR CONSULTANT NETWORK INC | 41.72K | Sep 30, 16 | +41.72K | 0.06% |
| Lombard Odier Transatlantic Ltd | 17.00K | Sep 30, 16 | -- | 0.02% |
| Gupta Wealth Management LLC | 3.00K | Mar 31, 16 | +3.00K | 0.00% |