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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 |
|---|---|---|---|---|
| STATE STREET CORP | 3.87M | Jun 30, 26 | +197.60K | 9.65% |
| Sixth Street Partners Management Company, L.P. | 2.80M | Jun 30, 26 | +2.80M | 6.99% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.80M | Jun 30, 26 | -110.17K | 6.99% |
| 3EDGE Asset Management, LP | 1.67M | Jun 30, 26 | +779.81K | 4.16% |
| Cannon Financial Strategists, Inc. | 1.23M | Jun 30, 26 | +76.07K | 3.06% |
| Pure Financial Advisors, LLC | 1.04M | Jun 30, 26 | -7.31K | 2.60% |
| LPL Financial LLC | 848.85K | Jun 30, 26 | +98.89K | 2.12% |
| Cerity Partners LLC | 830.22K | Jun 30, 26 | +4.28K | 2.07% |
| Hughes Financial Services, LLC | 808.84K | Jun 30, 26 | +59.25K | 2.02% |
| BANK OF AMERICA CORP /DE/ | 698.10K | Jun 30, 26 | +4.59K | 1.74% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 426.02K | Jun 30, 26 | +261.99K | 1.06% |
| MORGAN STANLEY | 421.15K | Jun 30, 26 | +33.16K | 1.05% |
| ENVESTNET ASSET MANAGEMENT INC | 391.91K | Jun 30, 26 | -17.51K | 0.98% |
| ERn Financial, LLC | 371.94K | Jun 30, 26 | +25.27K | 0.93% |
| IFG Advisory, LLC | 346.59K | Jun 30, 26 | +346.59K | 0.86% |
| Private Advisor Group, LLC | 322.19K | Jun 30, 26 | +24.15K | 0.80% |
| SeaBridge Investment Advisors LLC | 316.53K | Jun 30, 26 | +30.72K | 0.79% |
| FLAGSHIP HARBOR ADVISORS, LLC | 310.72K | Jun 30, 26 | +11.49K | 0.77% |
| WELLS FARGO & COMPANY/MN | 284.28K | Jun 30, 26 | -52.46K | 0.71% |
| GOLDMAN SACHS GROUP INC | 269.52K | Jun 30, 26 | -175.30K | 0.67% |
| Financial Engines Advisors L.L.C. | 217.54K | Jun 30, 26 | +33.48K | 0.54% |
| Aquire Wealth Advisors, LLC | 206.79K | Jun 30, 26 | -21.35K | 0.52% |
| GREAT VALLEY ADVISOR GROUP, INC. | 200.39K | Jun 30, 26 | -6.97K | 0.50% |
| Procyon Advisors, LLC | 186.54K | Jun 30, 26 | -2.78K | 0.47% |
| Cetera Investment Advisers | 168.08K | Jun 30, 26 | +3.12K | 0.42% |
| Bank of New York Mellon Corp | 162.02K | Jun 30, 26 | +33.38K | 0.40% |
| RAFFA WEALTH MANAGEMENT, LLC | 158.11K | Jun 30, 26 | +158.11K | 0.39% |
| Colony Group, LLC | 142.12K | Jun 30, 26 | +142.12K | 0.35% |
| Verde Capital Management | 129.58K | Jun 30, 26 | +2.15K | 0.32% |
| Garde Capital, Inc. | 127.49K | Jun 30, 26 | +6.60K | 0.32% |
| Note Advisors, LLC | 120.85K | Jun 30, 26 | +6.00K | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 119.79K | Jun 30, 26 | +4.53K | 0.30% |
| Integrity Wealth Solutions LLC | 109.65K | Jun 30, 26 | +2.40K | 0.27% |
| JPMORGAN CHASE & CO | 104.03K | Jun 30, 26 | -15.04K | 0.26% |
| TIAA TRUST, NATIONAL ASSOCIATION | 101.07K | Jun 30, 26 | +25 | 0.25% |
| BlackDiamond Wealth Management Inc. | 100.27K | Jun 30, 26 | +40.15K | 0.25% |
| CFS Investment Advisory Services, LLC | 98.66K | Jun 30, 26 | +36.93K | 0.25% |
| Foundations Investment Advisors, LLC | 92.29K | Jun 30, 26 | +11.77K | 0.23% |
| Allen Capital Group, LLC | 85.23K | Jun 30, 26 | +1.39K | 0.21% |
| Continuum Advisory, LLC | 80.17K | Jun 30, 26 | +6.06K | 0.20% |
| ALTFEST L J & CO INC | 79.40K | Jun 30, 26 | +4.08K | 0.20% |
| Jacobi Capital Management LLC | 78.93K | Jun 30, 26 | +11.31K | 0.20% |
| TRUIST FINANCIAL CORP | 78.46K | Jun 30, 26 | -5.23K | 0.20% |
| ST GERMAIN D J CO INC | 74.66K | Jun 30, 26 | -1.03K | 0.19% |
| Rinkey Investments | 71.13K | Jun 30, 26 | -921 | 0.18% |
| Cambridge Investment Research Advisors, Inc. | 69.42K | Jun 30, 26 | +9.51K | 0.17% |
| Gerber Kawasaki Wealth & Investment Management | 68.31K | Jun 30, 26 | +6.65K | 0.17% |
| SigFig Wealth Management, LLC | 57.56K | Jun 30, 26 | -1.02K | 0.14% |
| CULBERTSON A N & CO INC | 56.78K | Jun 30, 26 | -- | 0.14% |
| Mariner, LLC | 56.38K | Jun 30, 26 | -755 | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 50.33K | Jun 30, 26 | +8.54K | 0.13% |
| Charles Schwab Trust Co | 47.68K | Jun 30, 26 | +6.73K | 0.12% |
| CAPE COD FIVE CENTS SAVINGS BANK | 44.61K | Jun 30, 26 | +44.61K | 0.11% |
| Wealthcare Advisory Partners LLC | 43.89K | Jun 30, 26 | +3.64K | 0.11% |
| City State Bank | 41.97K | Jun 30, 26 | +200 | 0.10% |
| CARY STREET PARTNERS FINANCIAL LLC | 41.27K | Jun 30, 26 | -1.63K | 0.10% |
| MML INVESTORS SERVICES, LLC | 39.80K | Jun 30, 26 | +1.38K | 0.10% |
| Geneos Wealth Management Inc. | 38.52K | Jun 30, 26 | +1.58K | 0.10% |
| AMERIPRISE FINANCIAL INC | 38.38K | Jun 30, 26 | +402 | 0.10% |
| CITADEL ADVISORS LLC | 38.23K | Jun 30, 26 | -47.75K | 0.10% |
| Sanctuary Advisors, LLC | 38.23K | Jun 30, 26 | +4.10K | 0.10% |
| Leading Edge Financial Planning LLC | 37.85K | Jun 30, 26 | -3.31K | 0.09% |
| FIFTH THIRD BANCORP | 37.06K | Jun 30, 26 | -720 | 0.09% |
| Wealth Advisory Solutions, LLC | 35.98K | Jun 30, 26 | -941 | 0.09% |
| ROYAL BANK OF CANADA | 35.00K | Jun 30, 26 | -1.57K | 0.09% |
| Busey Wealth Management | 34.64K | Jun 30, 26 | -543 | 0.09% |
| Equitable Holdings, Inc. | 34.61K | Jun 30, 26 | +6.59K | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.48K | Jun 30, 26 | -8.19K | 0.09% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 33.22K | Jun 30, 26 | -5.53K | 0.08% |
| Lido Advisors, LLC | 31.00K | Jun 30, 26 | -- | 0.08% |
| Modera Wealth Management, LLC | 30.25K | Jun 30, 26 | -84 | 0.08% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 29.04K | Jun 30, 26 | +471 | 0.07% |
| Creative Planning | 28.34K | Jun 30, 26 | -2.04K | 0.07% |
| Treasure Coast Financial Planning | 27.82K | Jun 30, 26 | -5.30K | 0.07% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 27.47K | Jun 30, 26 | -31.13K | 0.07% |
| Auour Investments LLC | 27.42K | Jun 30, 26 | +669 | 0.07% |
| HRT FINANCIAL LP | 26.12K | Jun 30, 26 | -13.63K | 0.07% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 24.88K | Jun 30, 26 | -9.76K | 0.06% |
| BIP Wealth, LLC | 24.81K | Jun 30, 26 | +1.24K | 0.06% |
| KWB Wealth | 24.67K | Jun 30, 26 | +573 | 0.06% |
| Savant Capital, LLC | 24.01K | Jun 30, 26 | +11.66K | 0.06% |
| NORTHERN TRUST CORP | 23.60K | Jun 30, 26 | +76 | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23.32K | Jun 30, 26 | -- | 0.06% |
| UBS Group AG | 23.30K | Jun 30, 26 | -185 | 0.06% |
| SHEETS SMITH WEALTH MANAGEMENT | 22.47K | Jun 30, 26 | -- | 0.06% |
| TRUE BLUE FINANCIAL, LLC | 21.42K | Jun 30, 26 | +3.56K | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 20.21K | Jun 30, 26 | +3.55K | 0.05% |
| Amicus Financial Advisors, LLC | 19.29K | Jun 30, 26 | -5.67K | 0.05% |
| Post Resch Tallon Group Inc. | 18.97K | Jun 30, 26 | -25 | 0.05% |
| KEYBANK NATIONAL ASSOCIATION/OH | 18.72K | Jun 30, 26 | +1.33K | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 17.77K | Jun 30, 26 | +3.18K | 0.04% |
| Resources Investment Advisors, LLC. | 15.75K | Jun 30, 26 | +320 | 0.04% |
| Janney Montgomery Scott LLC | 15.67K | Jun 30, 26 | +525 | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14.66K | Jun 30, 26 | -707 | 0.04% |
| Vise Technologies, Inc. | 14.54K | Jun 30, 26 | -3.54K | 0.04% |
| Valtinson Bruner Financial Planning LLC | 12.84K | Jun 30, 26 | +2 | 0.03% |
| FIFTH THIRD SECURITIES, INC. | 12.69K | Jun 30, 26 | +804 | 0.03% |
| Financial Strategies Group, Inc. | 12.46K | Jun 30, 26 | -73 | 0.03% |
| FLOW TRADERS U.S. LLC | 12.33K | Jun 30, 26 | -146.14K | 0.03% |
| Barnes Wealth Management Group, Inc | 12.26K | Jun 30, 26 | -1.04K | 0.03% |
| Ridgewood Investments LLC | 12.19K | Jun 30, 26 | -1.64K | 0.03% |
| Kohmann Bosshard Financial Services, LLC | 12.02K | Jun 30, 26 | -- | 0.03% |
| Detalus Advisors, LLC | 11.90K | Jun 30, 26 | +1.16K | 0.03% |
| LYNX CAPITAL GROUP LTD /ADV | 11.70K | Jun 30, 26 | -- | 0.03% |
| Independent Wealth Network Inc. | 10.33K | Jun 30, 26 | -158 | 0.03% |
| NWAM LLC | 10.28K | Jun 30, 26 | -2.15K | 0.03% |
| Kestra Advisory Services, LLC | 10.13K | Jun 30, 26 | -1.76K | 0.03% |
| Keystone Financial Group | 9.95K | Jun 30, 26 | -- | 0.02% |
| Global Retirement Partners, LLC | 9.89K | Jun 30, 26 | +9.89K | 0.02% |
| Banque Transatlantique SA | 9.83K | Jun 30, 26 | -- | 0.02% |
| Cordant, Inc. | 9.81K | Jun 30, 26 | -- | 0.02% |
| Banco Santander, S.A. | 9.55K | Jun 30, 26 | -- | 0.02% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9.30K | Jun 30, 26 | -- | 0.02% |
| D.A. DAVIDSON & CO. | 9.19K | Jun 30, 26 | -- | 0.02% |
| Buckingham Strategic Partners | 8.94K | Jun 30, 26 | -4.59K | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 8.85K | Jun 30, 26 | +2 | 0.02% |
| Southland Equity Partners LLC | 8.79K | Jun 30, 26 | -165 | 0.02% |
| Ellis Investment Partners, LLC | 8.26K | Jun 30, 26 | +127 | 0.02% |
| CoreCap Advisors, LLC | 8.07K | Jun 30, 26 | -- | 0.02% |
| Golden State Wealth Management, LLC | 7.93K | Jun 30, 26 | -10 | 0.02% |
| Ballast Rock Private Wealth LLC | 7.89K | Jun 30, 26 | -99 | 0.02% |
| Prosperity Planning, Inc. | 7.83K | Jun 30, 26 | -- | 0.02% |
| Larson Financial Group LLC | 7.43K | Jun 30, 26 | -1.20K | 0.02% |
| Farther Finance Advisors, LLC | 6.95K | Jun 30, 26 | -749 | 0.02% |
| FMR LLC | 5.97K | Jun 30, 26 | +2.46K | 0.01% |
| Advisors Asset Management, Inc. | 5.78K | Jun 30, 26 | -6.29K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 5.62K | Jun 30, 26 | -- | 0.01% |
| Glen Eagle Advisors, LLC | 5.30K | Jun 30, 26 | -90 | 0.01% |
| S.A. Mason LLC | 5.24K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 5.02K | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 4.78K | Jun 30, 26 | +1.79K | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 4.55K | Jun 30, 26 | -422 | 0.01% |
| GILPIN WEALTH MANAGEMENT, LLC | 4.45K | Jun 30, 26 | -530 | 0.01% |
| MATHER GROUP, LLC. | 4.43K | Jun 30, 26 | +4.40K | 0.01% |
| Rossby Financial, LCC | 4.21K | Jun 30, 26 | -- | 0.01% |
| Capital Analysts, LLC | 4.14K | Jun 30, 26 | +24 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.04K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 4.01K | Jun 30, 26 | +71 | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 3.62K | Jun 30, 26 | +24 | 0.01% |
| Smartleaf Asset Management LLC | 3.52K | Jun 30, 26 | -- | 0.01% |
| JNBA Financial Advisors | 3.37K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 2.79K | Jun 30, 26 | +2.79K | 0.01% |
| WealthCollab, LLC | 2.75K | Jun 30, 26 | -- | 0.01% |
| Fairway Wealth LLC | 2.75K | Jun 30, 26 | +472 | 0.01% |
| PARK NATIONAL CORP /OH/ | 2.67K | Jun 30, 26 | -- | 0.01% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2.54K | Jun 30, 26 | -- | 0.01% |
| Winch Advisory Services, LLC | 2.04K | Jun 30, 26 | +45 | 0.01% |
| US BANCORP \DE\ | 1.96K | Jun 30, 26 | +19 | 0.00% |
| Newbridge Financial Services Group, Inc. | 1.90K | Jun 30, 26 | +527 | 0.00% |
| Coastal Investment Advisors, Inc. | 1.62K | Jun 30, 26 | +8 | 0.00% |
| Stonehage Fleming Financial Services Holdings Ltd | 1.60K | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.47K | Jun 30, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 1.28K | Jun 30, 26 | -371 | 0.00% |
| Beacon Financial Strategies CORP | 1.25K | Jun 30, 26 | +1.25K | 0.00% |
| ASSETMARK, INC | 1.24K | Jun 30, 26 | +1.14K | 0.00% |
| CITIGROUP INC | 1.09K | Jun 30, 26 | -- | 0.00% |
| Beacon Capital Management, Inc. | 958 | Jun 30, 26 | +6 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 850 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 830 | Jun 30, 26 | +830 | 0.00% |
| Ameritas Advisory Services, LLC | 830 | Jun 30, 26 | +830 | 0.00% |
| AE Wealth Management LLC | 785 | Jun 30, 26 | -2.32K | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 700 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 660 | Jun 30, 26 | +8 | 0.00% |
| Covestor Ltd | 650 | Jun 30, 26 | +51 | 0.00% |
| Tidemark, LLC | 608 | Jun 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 576 | Jun 30, 26 | -1.93K | 0.00% |
| Arlington Trust Co LLC | 573 | Jun 30, 26 | +573 | 0.00% |
| AMERIFLEX GROUP, INC. | 501 | Jun 30, 26 | +120 | 0.00% |
| Essential Partners LLC | 457 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 424 | Jun 30, 26 | +424 | 0.00% |
| HOWE & RUSLING INC | 389 | Jun 30, 26 | +389 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 346 | Jun 30, 26 | +147 | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 324 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 319 | Jun 30, 26 | +7 | 0.00% |
| EverSource Wealth Advisors, LLC | 311 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 310 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 308 | Jun 30, 26 | +308 | 0.00% |
| HHM Wealth Advisors, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 249 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 242 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 235 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 192 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 188 | Jun 30, 26 | -57 | 0.00% |
| Capital Investment Advisory Services, LLC | 170 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 158 | Jun 30, 26 | +107 | 0.00% |
| ORG Wealth Partners, LLC | 123 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 123 | Jun 30, 26 | -1.25K | 0.00% |
| Atlantic Union Bankshares Corp | 101 | Jun 30, 26 | +101 | 0.00% |
| Investors Research Corp | 84 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 84 | Jun 30, 26 | +2 | 0.00% |
| Graney & King, LLC | 75 | Jun 30, 26 | +1 | 0.00% |
| Addison Advisors LLC | 72 | Jun 30, 26 | +72 | 0.00% |
| Ancora Advisors, LLC | 63 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 47 | Jun 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 44 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 42 | Jun 30, 26 | -- | 0.00% |
| Clearstead Trust, LLC | 33 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 24 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 7 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -721 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -50.30K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -215.79K | -- |
| Asset Dedication, LLC | -- | Jun 30, 26 | -1 | -- |
| FLAGSTAR ADVISORS INC. | -- | Jun 30, 26 | -22.63K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -859 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -64 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -1.87K | -- |
| Global View Capital Management LLC | -- | Jun 30, 26 | -40.11K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -520 | -- |
| McAdam, LLC | -- | Jun 30, 26 | -7.76K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -3.52K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -66 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -47.79K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -15.09K | -- |
| HB Wealth Management, LLC | -- | Jun 30, 26 | -9.69K | -- |
| Range Advisory, LLC | -- | Jun 30, 26 | -9.32K | -- |
| Frazier Financial Advisors, LLC | -- | Jun 30, 26 | -350 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -5.11K | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -131 | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -239 | -- |
| Evergreen Advisors, LLC | -- | Jun 30, 26 | -80 | -- |
| CWM, LLC | 4.58M | Mar 31, 26 | +496.89K | 11.42% |
| Sunbelt Securities, Inc. | 88 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 85 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 36.66K | Dec 31, 25 | -161 | 0.09% |
| ORG Partners LLC | 5.59K | Dec 31, 25 | +242 | 0.01% |
| Northwest Capital Management Inc | 1.48K | Dec 31, 25 | -3.52K | 0.00% |
| CIBC Private Wealth Group, LLC | 447 | Dec 31, 25 | -928 | 0.00% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | -- | Dec 31, 25 | -15.12K | -- |
| Willow Creek Wealth Management Inc. | 620.53K | Sep 30, 25 | +11.00K | 1.55% |
| FIRST NATIONAL CORP /MA/ /ADV | 19.73K | Sep 30, 25 | -- | 0.05% |
| GRIES FINANCIAL LLC | 9.50K | Sep 30, 25 | -2.14K | 0.02% |
| Pineridge Advisors LLC | 319 | Sep 30, 25 | +3 | 0.00% |
| Lowe Wealth Advisors, LLC | 86 | Sep 30, 25 | +86 | 0.00% |
| FSA Wealth Management LLC | 51 | Sep 30, 25 | -- | 0.00% |
| Binnacle Investments Inc | 42 | Sep 30, 25 | -- | 0.00% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 193.17K | Jun 30, 25 | -103.24K | 0.48% |
| Good Life Advisors, LLC | 14.87K | Jun 30, 25 | +1.25K | 0.04% |
| Benchmark Wealth Management, LLC | 13.44K | Jun 30, 25 | -- | 0.03% |
| Priebe Wealth Holdings LLC | 12.00K | Jun 30, 25 | +12.00K | 0.03% |
| Sandy Spring Bank | 1.69K | Mar 31, 25 | +1.69K | 0.00% |
| Tallon Kerry Patrick | 19.04K | Dec 31, 24 | +19.04K | 0.05% |
| Householder Group Estate & Retirement Specialist, LLC | 3.24K | Dec 31, 24 | -3 | 0.01% |
| Kiely Wealth Advisory Group, Inc. | 393 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 236.82K | Sep 30, 24 | -26.53K | 0.59% |
| RAYMOND JAMES & ASSOCIATES | 29.19K | Sep 30, 24 | -6.66K | 0.07% |
| Alera Investment Advisors, LLC | 10.07K | Sep 30, 24 | -184.94K | 0.03% |
| Coombe, Bender & Co LLC | 13.63K | Jun 30, 24 | +615 | 0.03% |
| Charles Schwab Investment Advisory, Inc. | 3.54M | Mar 31, 24 | -132.63K | 8.82% |
| Cetera Advisor Networks LLC | 47.04K | Mar 31, 24 | -462 | 0.12% |
| Cetera Advisors LLC | 23.19K | Mar 31, 24 | +23.19K | 0.06% |
| Retirement Group, LLC | 1 | Mar 31, 24 | -- | 0.00% |
| Bartlett & Co. LLC | 243 | Dec 31, 23 | -- | 0.00% |
| Simplicity Solutions, LLC | -- | Dec 31, 23 | -8.61K | -- |
| Key Bridge Compliance, LLC | 41.34K | Sep 30, 23 | +41.34K | 0.10% |
| PATHSTONE FAMILY OFFICE, LLC | 15.44K | Sep 30, 23 | +15.44K | 0.04% |
| COMERICA SECURITIES,INC. | 10.47K | Sep 30, 23 | -38 | 0.03% |
| TIAA, FSB | 352.11K | Jun 30, 23 | -2.80K | 0.88% |
| Veritable, L.P. | 26.44K | Jun 30, 23 | -- | 0.07% |
| First Capital Advisors Group, LLC. | 23 | Jun 30, 23 | +23 | 0.00% |
| COMPASS FINANCIAL ADVISORS LLC | 16.43K | Mar 31, 23 | +1.39K | 0.04% |
| Baldrige Asset Management LLC | 3.79K | Mar 31, 23 | +400 | 0.01% |
| Sargent Bickham Lagudis LLC | 302 | Dec 31, 22 | +302 | 0.00% |
| UBP Investment Advisors SA | 537.01K | Sep 30, 22 | -99.72K | 1.34% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 64.53K | Sep 30, 22 | -77.44K | 0.16% |
| American Portfolios Advisors | 48.62K | Sep 30, 22 | -1.64K | 0.12% |
| Spearhead Capital Advisors, LLC | 13.57K | Sep 30, 22 | -62.46K | 0.03% |
| WIPFLI FINANCIAL ADVISORS LLC, | 8.56K | Sep 30, 22 | -6.90K | 0.02% |
| KARLINSKI ANDREW C | 31 | Sep 30, 22 | -- | 0.00% |
| HYA Advisors, Inc | 198.77K | Jun 30, 22 | +47.06K | 0.50% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 112.61K | Jun 30, 22 | +825 | 0.28% |
| Lake Point Wealth Management | 142 | Jun 30, 22 | -- | 0.00% |
| CAPITAL ONE FINANCIAL CORP | 66.54K | Mar 31, 22 | -10.06K | 0.17% |
| Midwest Wealth Management Inc. | 11.63K | Mar 31, 22 | -550 | 0.03% |
| REILLY FINANCIAL ADVISORS, LLC | 90.33K | Dec 31, 21 | +7.27K | 0.23% |
| NEXT Financial Group, Inc | 37.36K | Dec 31, 21 | -419 | 0.09% |
| Investors Financial Group, LLC | 29.04K | Dec 31, 21 | +3.50K | 0.07% |
| CEDAR CAPITAL, LLC | 17.70K | Sep 30, 21 | +2.19K | 0.04% |
| Homrich & Berg | 12.76K | Sep 30, 21 | -- | 0.03% |
| Legacy Wealth Partners, Inc. | 62.82K | Jun 30, 21 | +47.60K | 0.16% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 924 | Jun 30, 21 | -- | 0.00% |
| Pinnacle Advisory Group, Inc. | 16.54K | Mar 31, 21 | +7.02K | 0.04% |
| First Allied Advisory Services, Inc. | 84.54K | Sep 30, 20 | +3.40K | 0.21% |
| LifePlan Financial Group, Inc | 147 | Sep 30, 20 | -- | 0.00% |
| Global Financial Private Capital, Inc | 295.62K | Jun 30, 20 | -13.88K | 0.74% |
| LEGG MASON, INC. | 998 | Jun 30, 20 | -849 | 0.00% |
| Squar Milner Financial Services LLC | 640 | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 353.92K | Dec 31, 19 | +170.07K | 0.88% |
| OptiFour Integrated Wealth Management, LLC | 187.67K | Dec 31, 19 | +62 | 0.47% |
| Advisor Group, Inc. | 36.88K | Dec 31, 19 | +3.13K | 0.09% |
| Guidant Wealth Advisors | 31.86K | Sep 30, 19 | +15.93K | 0.08% |
| SUNTRUST BANKS INC | 7.60K | Sep 30, 19 | +7.60K | 0.02% |
| Lattice Strategies LLC | 20.20K | Mar 31, 19 | -2.30K | 0.05% |
| INR ADVISORY SERVICES LLC | 5.10K | Mar 31, 19 | +773 | 0.01% |
| NEXT Financial Holdings | 100 | Mar 31, 19 | +100 | 0.00% |
| Visionary Asset Management, Inc. | -- | Dec 31, 18 | -16.82K | -- |
| Vantage Investment Advisors, LLC | 5 | Sep 30, 18 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 9.22K | Jun 30, 17 | -912 | 0.02% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -13.59K | -- |
| TIAA CREF TRUST CO FSB/MO | 688.09K | Mar 31, 17 | +248.18K | 1.72% |
| BEACON TRUST CO | 138.41K | Mar 31, 17 | -8.46K | 0.35% |
| MSI Financial Services Inc | 17.85K | Dec 31, 16 | +1.39K | 0.04% |
| Stonehage Fleming (UK) Ltd | 24.84K | Dec 31, 15 | -- | 0.06% |
| BOSTON PRIVATE BANK & TRUST CO | 500 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 9.55K | Dec 31, 14 | +4.89K | 0.02% |
| FOUNDERS BANK & TRUST | 2.62K | Dec 31, 14 | -- | 0.01% |
| UBS AG | 12.38K | Sep 30, 14 | -870 | 0.03% |
| KMS FINANCIAL SERVICES, INC | 4.49K | Jun 30, 14 | -8.98K | 0.01% |
| Strategic Capital Group LLC | -- | Jun 30, 14 | -782 | -- |
| Jane Street Holding, LLC | 46.48K | Dec 31, 13 | +33.64K | 0.12% |
| Compass Efficient Model Portfolios, LLC | -- | Dec 31, 13 | -305 | -- |
| KNIGHT CAPITAL GROUP LLC | 82.07K | Jun 30, 13 | +72.21K | 0.20% |
| CITY NATIONAL ROCHDALE, LLC | 4.47K | Dec 31, 12 | +4.47K | 0.01% |
| First Allied Securities, Inc. | 2.34K | Jun 30, 12 | +178 | 0.01% |
| RBC TRUSTEES (Jersey) LTD | -- | Sep 30, 09 | -960 | -- |