TBIL(TBIL)
TBIL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 12.84M | Jun 30, 26 | +1.77M | 9.04% |
| LPL Financial LLC | 11.18M | Jun 30, 26 | +351.31K | 7.88% |
| STIFEL FINANCIAL CORP | 3.55M | Jun 30, 26 | +1.17M | 2.50% |
| RAYMOND JAMES FINANCIAL INC | 3.54M | Jun 30, 26 | -36.11K | 2.50% |
| WELLS FARGO & COMPANY/MN | 3.35M | Jun 30, 26 | +233.24K | 2.36% |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1.50M | Jun 30, 26 | +100.16K | 1.06% |
| Private Advisor Group, LLC | 1.08M | Jun 30, 26 | +45.97K | 0.76% |
| BENJAMIN EDWARDS INC | 1.07M | Jun 30, 26 | +33.00K | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 994.83K | Jun 30, 26 | +233.19K | 0.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 951.42K | Jun 30, 26 | +165.28K | 0.67% |
| HighTower Advisors, LLC | 896.61K | Jun 30, 26 | -892.57K | 0.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 833.24K | Jun 30, 26 | -16.32K | 0.59% |
| MML INVESTORS SERVICES, LLC | 832.05K | Jun 30, 26 | +213.27K | 0.59% |
| F/M Investments LLC | 825.44K | Jun 30, 26 | -85.70K | 0.58% |
| UBS Group AG | 668.13K | Jun 30, 26 | -20.76K | 0.47% |
| Equitable Holdings, Inc. | 655.21K | Jun 30, 26 | -122.66K | 0.46% |
| Integrated Wealth Concepts LLC | 624.38K | Jun 30, 26 | +5.15K | 0.44% |
| Neuberger Berman Group LLC | 590.93K | Jun 30, 26 | +284.95K | 0.42% |
| Steward Partners Investment Advisory, LLC | 562.32K | Jun 30, 26 | +2.83K | 0.40% |
| Capital Investment Counsel, Inc | 528.87K | Jun 30, 26 | +70.09K | 0.37% |
| Cambridge Investment Research Advisors, Inc. | 493.76K | Jun 30, 26 | +105.78K | 0.35% |
| Cetera Investment Advisers | 473.00K | Jun 30, 26 | +28.66K | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 425.96K | Jun 30, 26 | +124.53K | 0.30% |
| Kestra Advisory Services, LLC | 399.09K | Jun 30, 26 | -10.93K | 0.28% |
| IBEX WEALTH ADVISORS | 390.21K | Jun 30, 26 | -616 | 0.27% |
| CENTRAL TRUST Co | 385.89K | Jun 30, 26 | +6.93K | 0.27% |
| Stratos Wealth Partners, LTD. | 384.42K | Jun 30, 26 | -513.13K | 0.27% |
| JPMORGAN CHASE & CO | 356.75K | Jun 30, 26 | -61.52K | 0.25% |
| Savvy Advisors, Inc. | 347.02K | Jun 30, 26 | -125.74K | 0.24% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 345.27K | Jun 30, 26 | -70.09K | 0.24% |
| Proactive Wealth Strategies LLC | 332.35K | Jun 30, 26 | +1.33K | 0.23% |
| B & T Capital Management DBA Alpha Capital Management | 326.05K | Jun 30, 26 | +204.17K | 0.23% |
| Mariner, LLC | 314.92K | Jun 30, 26 | -129.14K | 0.22% |
| Sterling Group Wealth Management, LLC | 292.95K | Jun 30, 26 | +17.65K | 0.21% |
| Alpine Bank Wealth Management | 292.45K | Jun 30, 26 | +72.24K | 0.21% |
| Family Office Research LLC | 278.26K | Jun 30, 26 | +46.65K | 0.20% |
| SRS Capital Advisors, Inc. | 266.15K | Jun 30, 26 | +157.85K | 0.19% |
| Avidian Wealth Solutions, LLC | 264.28K | Jun 30, 26 | -21.49K | 0.19% |
| MBL Wealth, LLC | 258.05K | Jun 30, 26 | +33.18K | 0.18% |
| VanWeelden Wealth Management, LLC | 254.38K | Jun 30, 26 | +247.46K | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 252.53K | Jun 30, 26 | +252.53K | 0.18% |
| Generation Capital Management LLC | 251.39K | Jun 30, 26 | -7.26K | 0.18% |
| Strait & Sound Wealth Management LLC | 243.99K | Jun 30, 26 | +5.22K | 0.17% |
| Toroso Investments, LLC | 235.70K | Jun 30, 26 | -85.05K | 0.17% |
| Creative Planning | 233.33K | Jun 30, 26 | +48.02K | 0.16% |
| TCFG Investment Advisors, LLC | 229.91K | Jun 30, 26 | -70.16K | 0.16% |
| Wealthquest Corp | 221.79K | Jun 30, 26 | -22.00K | 0.16% |
| Pinnacle Financial Partners, Inc. | 219.12K | Jun 30, 26 | -58.78K | 0.15% |
| EP Wealth Advisors, LLC | 201.41K | Jun 30, 26 | -12.49K | 0.14% |
| Revolve Wealth Partners, LLC | 194.14K | Jun 30, 26 | +62.27K | 0.14% |
| TRUIST FINANCIAL CORP | 191.82K | Jun 30, 26 | +121.77K | 0.14% |
| SCOTIA CAPITAL INC. | 191.64K | Jun 30, 26 | -156.23K | 0.14% |
| Intrua Financial, LLC | 179.16K | Jun 30, 26 | +60.54K | 0.13% |
| MONEY CONCEPTS CAPITAL CORP | 176.29K | Jun 30, 26 | +1.10K | 0.12% |
| Western Wealth Management, LLC | 171.66K | Jun 30, 26 | -13.52K | 0.12% |
| Apella Capital, LLC | 171.56K | Jun 30, 26 | +37.39K | 0.12% |
| Coign Capital Advisors LLC | 171.31K | Jun 30, 26 | -13.51K | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 167.28K | Jun 30, 26 | +13.23K | 0.12% |
| RFG Advisory, LLC | 161.21K | Jun 30, 26 | +7.57K | 0.11% |
| NFP Retirement, Inc. | 150.85K | Jun 30, 26 | -10.88K | 0.11% |
| Spinnaker Investment Group, LLC | 150.26K | Jun 30, 26 | +56.93K | 0.11% |
| First Heartland Consultants, Inc. | 145.92K | Jun 30, 26 | +10.78K | 0.10% |
| Clear Creek Financial Management, LLC | 143.37K | Jun 30, 26 | +4.76K | 0.10% |
| Hilton Capital Management, LLC | 141.34K | Jun 30, 26 | +46.30K | 0.10% |
| TOTAL INVESTMENT MANAGEMENT INC | 139.26K | Jun 30, 26 | -251.96K | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 137.09K | Jun 30, 26 | -5.37K | 0.10% |
| AE Wealth Management LLC | 131.92K | Jun 30, 26 | +82.25K | 0.09% |
| Pinnacle Wealth Management Group, Inc. | 125.08K | Jun 30, 26 | +904 | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 124.89K | Jun 30, 26 | +93.58K | 0.09% |
| Cypress Capital, LLC | 119.75K | Jun 30, 26 | +14.18K | 0.08% |
| Ameritas Advisory Services, LLC | 116.77K | Jun 30, 26 | +72.48K | 0.08% |
| IFG Advisory, LLC | 112.14K | Jun 30, 26 | +111.84K | 0.08% |
| Farther Finance Advisors, LLC | 106.28K | Jun 30, 26 | +13.99K | 0.07% |
| KINGSWOOD WEALTH ADVISORS, LLC | 105.74K | Jun 30, 26 | +77.43K | 0.07% |
| Founders Financial Alliance, LLC | 105.55K | Jun 30, 26 | +3.91K | 0.07% |
| Fortis Group Advisors, LLC | 102.25K | Jun 30, 26 | -16.37K | 0.07% |
| SUCCESSION FINANCIAL, INC. | 96.71K | Jun 30, 26 | +96.71K | 0.07% |
| Sovereign Financial Group, Inc. | 96.30K | Jun 30, 26 | -9.27K | 0.07% |
| VISION FINANCIAL MARKETS LLC | 95.69K | Jun 30, 26 | -7.40K | 0.07% |
| Forum Financial Management, LP | 95.59K | Jun 30, 26 | -400 | 0.07% |
| Beacon Pointe Advisors, LLC | 89.31K | Jun 30, 26 | +13.97K | 0.06% |
| NewEdge Advisors, LLC | 80.55K | Jun 30, 26 | +27.50K | 0.06% |
| Global View Capital Management LLC | 79.66K | Jun 30, 26 | +3.46K | 0.06% |
| DAVENPORT & Co LLC | 79.59K | Jun 30, 26 | -3.36K | 0.06% |
| Sage Mountain Advisors LLC | 78.92K | Jun 30, 26 | +46.72K | 0.06% |
| Wealthcare Advisory Partners LLC | 75.13K | Jun 30, 26 | -13.68K | 0.05% |
| Formidable Asset Management, LLC | 74.46K | Jun 30, 26 | -2.44K | 0.05% |
| Copia Wealth Management | 72.22K | Jun 30, 26 | -6.49K | 0.05% |
| Mutual Advisors, LLC | 71.76K | Jun 30, 26 | -1.03K | 0.05% |
| Arkadios Wealth Advisors | 67.48K | Jun 30, 26 | +67.48K | 0.05% |
| Independent Advisor Alliance | 66.45K | Jun 30, 26 | -1.14M | 0.05% |
| MATAURO, LLC | 64.55K | Jun 30, 26 | -3.24K | 0.05% |
| Pensionmark Financial Group, LLC | 58.61K | Jun 30, 26 | -33.74K | 0.04% |
| MGO ONE SEVEN LLC | 56.94K | Jun 30, 26 | +4.74K | 0.04% |
| Bright Futures Wealth Management, LLC. | 56.14K | Jun 30, 26 | -15.11K | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 56.12K | Jun 30, 26 | -6.81K | 0.04% |
| Rockport Wealth LLC | 56.09K | Jun 30, 26 | +46.07K | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 54.19K | Jun 30, 26 | -49.73K | 0.04% |
| FLAGSHIP HARBOR ADVISORS, LLC | 52.73K | Jun 30, 26 | -18.42K | 0.04% |
| Crew Capital Management, Ltd. | 52.42K | Jun 30, 26 | -5.13K | 0.04% |
| FIFTH THIRD BANCORP | 51.32K | Jun 30, 26 | +9.18K | 0.04% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 50.59K | Jun 30, 26 | +10.81K | 0.04% |
| Kingsview Wealth Management, LLC | 50.14K | Jun 30, 26 | -12.28K | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 49.58K | Jun 30, 26 | -845 | 0.03% |
| Lido Advisors, LLC | 49.33K | Jun 30, 26 | -41.51K | 0.03% |
| Maia Wealth LLC | 49.26K | Jun 30, 26 | +5.15K | 0.03% |
| Betterment LLC | 49.17K | Jun 30, 26 | +17.45K | 0.03% |
| VisionPoint Advisory Group, LLC | 48.97K | Jun 30, 26 | +1.28K | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 48.66K | Jun 30, 26 | +689 | 0.03% |
| Wealth Advisory Solutions, LLC | 48.47K | Jun 30, 26 | +2.93K | 0.03% |
| WEDBUSH SECURITIES INC | 47.64K | Jun 30, 26 | +6.09K | 0.03% |
| PETRA FINANCIAL ADVISORS INC | 47.38K | Jun 30, 26 | +11.44K | 0.03% |
| Investment Research Partners LLC | 46.67K | Jun 30, 26 | +23.04K | 0.03% |
| Avail Investment Partners, LLC | 46.67K | Jun 30, 26 | +23.04K | 0.03% |
| Aptus Capital Advisors, LLC | 44.58K | Jun 30, 26 | +35.68K | 0.03% |
| Parallel Advisors, LLC | 43.76K | Jun 30, 26 | -21.47K | 0.03% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 43.64K | Jun 30, 26 | -275 | 0.03% |
| Sigma Planning Corp | 41.65K | Jun 30, 26 | -6.21K | 0.03% |
| Silver Coast Investments LLC | 41.45K | Jun 30, 26 | -4.23K | 0.03% |
| Ashton Thomas Private Wealth, LLC | 41.28K | Jun 30, 26 | -52.02K | 0.03% |
| Ruggiero Investments, Inc. | 39.86K | Jun 30, 26 | +3.80K | 0.03% |
| DAYMARK WEALTH PARTNERS, LLC | 37.62K | Jun 30, 26 | +37.62K | 0.03% |
| Longview Financial Advisors, Inc. | 36.96K | Jun 30, 26 | -12.37K | 0.03% |
| GatePass Capital, LLC | 36.80K | Jun 30, 26 | -15.00K | 0.03% |
| Cerity Partners LLC | 36.12K | Jun 30, 26 | -10.18K | 0.03% |
| Clarus Group, Inc. | 35.68K | Jun 30, 26 | +9.00K | 0.03% |
| Marshall & Sterling Wealth Advisors Inc. | 35.32K | Jun 30, 26 | +312 | 0.02% |
| Concurrent Investment Advisors, LLC | 35.10K | Jun 30, 26 | -7.93K | 0.02% |
| Mattern Wealth Management LLC | 35.06K | Jun 30, 26 | +25.23K | 0.02% |
| Gladstone Institutional Advisory LLC | 34.70K | Jun 30, 26 | +10.43K | 0.02% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34.55K | Jun 30, 26 | -31.19K | 0.02% |
| Sandhill Capital Partners LLC | 34.21K | Jun 30, 26 | +20.33K | 0.02% |
| Redwood Family Wealth LLC | 34.07K | Jun 30, 26 | -2.78K | 0.02% |
| Koshinski Asset Management, Inc. | 33.97K | Jun 30, 26 | -3.37K | 0.02% |
| Rockefeller Capital Management L.P. | 33.58K | Jun 30, 26 | +24.00K | 0.02% |
| AdvisorNet Financial, Inc | 33.56K | Jun 30, 26 | -4.94K | 0.02% |
| IFP Advisors, Inc | 32.16K | Jun 30, 26 | -7.26K | 0.02% |
| Compass Financial Group, Inc. (Ohio) | 29.96K | Jun 30, 26 | -12.25K | 0.02% |
| Transcendent Capital Group LLC | 29.09K | Jun 30, 26 | +7 | 0.02% |
| CITADEL ADVISORS LLC | 27.88K | Jun 30, 26 | +27.88K | 0.02% |
| Widmann Financial Services, Inc. | 27.30K | Jun 30, 26 | +3.60K | 0.02% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 27.04K | Jun 30, 26 | +9.68K | 0.02% |
| Cane Capital Partners, LLC | 25.94K | Jun 30, 26 | +140 | 0.02% |
| Strategic Investment Solutions, Inc. /IL | 25.83K | Jun 30, 26 | -1.87K | 0.02% |
| Exit Wealth Advisors, LLC. | 25.07K | Jun 30, 26 | -4.49K | 0.02% |
| Global Retirement Partners, LLC | 25.01K | Jun 30, 26 | +25.01K | 0.02% |
| Resources Investment Advisors, LLC. | 24.83K | Jun 30, 26 | +1.48K | 0.02% |
| Ignite Planners, LLC | 24.64K | Jun 30, 26 | -7.68K | 0.02% |
| Summit Financial, LLC | 24.58K | Jun 30, 26 | -12.77K | 0.02% |
| HighPoint Advisor Group LLC | 24.31K | Jun 30, 26 | -2.26K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 24.09K | Jun 30, 26 | -1.63K | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 24.05K | Jun 30, 26 | +174 | 0.02% |
| J.W. COLE ADVISORS, INC. | 23.91K | Jun 30, 26 | -1.98K | 0.02% |
| WARNER FINANCIAL, INC | 23.89K | Jun 30, 26 | +2.05K | 0.02% |
| Glass Jacobson Investment Advisors llc | 23.63K | Jun 30, 26 | +3.23K | 0.02% |
| Harbour Capital Advisors, LLC | 23.61K | Jun 30, 26 | -9.57K | 0.02% |
| Capital Investment Advisory Services, LLC | 23.42K | Jun 30, 26 | +7.12K | 0.02% |
| ALTFEST L J & CO INC | 23.11K | Jun 30, 26 | -- | 0.02% |
| Principia Wealth Advisory, LLC | 23.06K | Jun 30, 26 | +5.13K | 0.02% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 22.94K | Jun 30, 26 | -17.39K | 0.02% |
| Prostatis Group LLC | 22.15K | Jun 30, 26 | -1.95K | 0.02% |
| KG&L Capital Management,LLC | 21.39K | Jun 30, 26 | -90 | 0.02% |
| Eagle Strategies LLC | 20.86K | Jun 30, 26 | +20.86K | 0.01% |
| DENVER WEALTH MANAGEMENT, INC. | 20.19K | Jun 30, 26 | -3.79K | 0.01% |
| Global Assets Advisory, LLC | 20.08K | Jun 30, 26 | +20.08K | 0.01% |
| Bull Harbor Capital LLC | 20.05K | Jun 30, 26 | -- | 0.01% |
| RETIREMENT CAPITAL STRATEGIES | 20.05K | Jun 30, 26 | -9.04K | 0.01% |
| PeakShares LLC | 20.00K | Jun 30, 26 | +20.00K | 0.01% |
| PRIVATE TRUST CO NA | 19.80K | Jun 30, 26 | +6.50K | 0.01% |
| Kovack Advisors, Inc. | 19.80K | Jun 30, 26 | +19.80K | 0.01% |
| BOYUM WEALTH ARCHITECTS LLC | 19.31K | Jun 30, 26 | -29.54K | 0.01% |
| Everstar Asset Management, LLC | 18.89K | Jun 30, 26 | -165 | 0.01% |
| PRINCIPAL SECURITIES, INC. | 18.68K | Jun 30, 26 | +257 | 0.01% |
| Waverly Advisors, LLC | 18.46K | Jun 30, 26 | +18.46K | 0.01% |
| Emerald Investment Advisers, LLC | 18.24K | Jun 30, 26 | -- | 0.01% |
| Janney Montgomery Scott LLC | 18.20K | Jun 30, 26 | -- | 0.01% |
| Cassilly Financial Group LLC | 18.12K | Jun 30, 26 | +10.02K | 0.01% |
| Core Wealth Partners LLC | 17.73K | Jun 30, 26 | -4 | 0.01% |
| Sanctuary Advisors, LLC | 17.64K | Jun 30, 26 | -1.08K | 0.01% |
| Ausdal Financial Partners, Inc. | 17.62K | Jun 30, 26 | -14.38K | 0.01% |
| Impact Partnership Wealth, LLC | 17.43K | Jun 30, 26 | -1.40K | 0.01% |
| Apollon Financial, LLC | 16.94K | Jun 30, 26 | +955 | 0.01% |
| Hilltop Holdings Inc. | 16.30K | Jun 30, 26 | +5.75K | 0.01% |
| CI Private Wealth, LLC | 16.23K | Jun 30, 26 | -2.60K | 0.01% |
| StoneX Group Inc. | 16.05K | Jun 30, 26 | +16.05K | 0.01% |
| Moors & Cabot, Inc. | 15.90K | Jun 30, 26 | +1.97K | 0.01% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 15.88K | Jun 30, 26 | -8.29K | 0.01% |
| Tidemark, LLC | 15.61K | Jun 30, 26 | +138 | 0.01% |
| Trilogy Capital Inc. | 15.21K | Jun 30, 26 | -960 | 0.01% |
| Spire Wealth Management | 15.11K | Jun 30, 26 | +1.85K | 0.01% |
| FELL CAPITAL MANAGEMENT /ADV | 14.85K | Jun 30, 26 | -- | 0.01% |
| EverSource Wealth Advisors, LLC | 14.67K | Jun 30, 26 | +3.01K | 0.01% |
| Aviance Capital Partners, LLC | 14.66K | Jun 30, 26 | +1.34K | 0.01% |
| TrueWealth Advisors, LLC | 13.79K | Jun 30, 26 | +4.01K | 0.01% |
| Cornerstone Wealth Management, LLC | 13.71K | Jun 30, 26 | -4.67K | 0.01% |
| Royal Fund Management, LLC | 13.47K | Jun 30, 26 | +1.93K | 0.01% |
| CIBC WORLD MARKET INC. | 13.30K | Jun 30, 26 | -4.58K | 0.01% |
| Oxbow Advisors, LLC | 13.10K | Jun 30, 26 | -- | 0.01% |
| CreativeOne Wealth, LLC | 13.04K | Jun 30, 26 | -430 | 0.01% |
| JANE STREET GROUP, LLC | 12.88K | Jun 30, 26 | +12.88K | 0.01% |
| Capital Square, LLC | 12.87K | Jun 30, 26 | -4.94K | 0.01% |
| Diversified Trust Co | 12.50K | Jun 30, 26 | -- | 0.01% |
| WMG Financial Advisors, LLC | 12.36K | Jun 30, 26 | -500 | 0.01% |
| Wellington Shields & Co., LLC | 12.10K | Jun 30, 26 | +6.85K | 0.01% |
| Briggs Wealth Management, Inc | 12.09K | Jun 30, 26 | -1.00K | 0.01% |
| WESTBOURNE INVESTMENTS, INC. | 12.01K | Jun 30, 26 | +1.55K | 0.01% |
| NewEdge Wealth, LLC | 12.00K | Jun 30, 26 | -260 | 0.01% |
| Valtinson Bruner Financial Planning LLC | 11.92K | Jun 30, 26 | -952 | 0.01% |
| PRAIRIE ADVISORY, LLC | 11.80K | Jun 30, 26 | +11.80K | 0.01% |
| Hamilton Wealth, LLC | 11.62K | Jun 30, 26 | +755 | 0.01% |
| Main Street Financial Solutions, LLC | 11.50K | Jun 30, 26 | +11.50K | 0.01% |
| Accurate Wealth Management, LLC | 11.46K | Jun 30, 26 | +101 | 0.01% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 11.36K | Jun 30, 26 | -- | 0.01% |
| Fiduciary Alliance LLC | 11.13K | Jun 30, 26 | -101.85K | 0.01% |
| Dynamic Advisor Solutions LLC | 11.00K | Jun 30, 26 | -- | 0.01% |
| Strong Tower Advisory Services | 10.99K | Jun 30, 26 | +900 | 0.01% |
| Arete Wealth Advisors, LLC | 10.96K | Jun 30, 26 | +10.96K | 0.01% |
| Westside Investment Management, Inc. | 10.80K | Jun 30, 26 | +1.00K | 0.01% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 10.36K | Jun 30, 26 | -- | 0.01% |
| Elmwood Wealth Management, Inc. | 10.31K | Jun 30, 26 | -- | 0.01% |
| IFC Advisors LLC | 10.07K | Jun 30, 26 | +10.07K | 0.01% |
| Outlook Wealth Advisors, LLC | 10.06K | Jun 30, 26 | +45 | 0.01% |
| Yukon Wealth Management, Inc. | 10.02K | Jun 30, 26 | +10.02K | 0.01% |
| B. Riley Wealth Advisors, Inc. | 10.00K | Jun 30, 26 | +10.00K | 0.01% |
| Encompass More Asset Management | 9.94K | Jun 30, 26 | -964 | 0.01% |
| Golden State Wealth Management, LLC | 9.63K | Jun 30, 26 | -82 | 0.01% |
| HORAN Wealth, LLC | 9.60K | Jun 30, 26 | +9.60K | 0.01% |
| Opal Wealth Advisors, LLC | 9.45K | Jun 30, 26 | -1.27K | 0.01% |
| MPWM ADVISORY SOLUTIONS, LLC | 9.41K | Jun 30, 26 | +902 | 0.01% |
| Meridian Wealth Management, LLC | 9.31K | Jun 30, 26 | -1.00K | 0.01% |
| CX Institutional | 9.19K | Jun 30, 26 | -267 | 0.01% |
| KPP Advisory Services LLC | 9.14K | Jun 30, 26 | -1.99K | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 9.12K | Jun 30, 26 | -114 | 0.01% |
| BECKER CAPITAL MANAGEMENT INC | 9.00K | Jun 30, 26 | +9.00K | 0.01% |
| OPPENHEIMER & CO INC | 8.97K | Jun 30, 26 | -1.58K | 0.01% |
| Financial Guidance Group, Inc. | 8.90K | Jun 30, 26 | -- | 0.01% |
| CENTAURUS FINANCIAL, INC. | 8.71K | Jun 30, 26 | -385 | 0.01% |
| RED CRANE WEALTH MANAGEMENT, LLC | 8.63K | Jun 30, 26 | -789 | 0.01% |
| Perigon Wealth Management, LLC | 8.49K | Jun 30, 26 | +955 | 0.01% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 8.40K | Jun 30, 26 | -412 | 0.01% |
| Maridea Wealth Management LLC | 8.28K | Jun 30, 26 | +8.28K | 0.01% |
| Castle Rock Wealth Management, LLC | 8.08K | Jun 30, 26 | -20 | 0.01% |
| CALTON & ASSOCIATES, INC. | 7.99K | Jun 30, 26 | +259 | 0.01% |
| BRADY FAMILY WEALTH, LLC | 7.95K | Jun 30, 26 | +7.95K | 0.01% |
| IHT Wealth Management, LLC | 7.93K | Jun 30, 26 | -4.25K | 0.01% |
| Sunrise Financial Services, LLC | 7.77K | Jun 30, 26 | -2.15K | 0.01% |
| Holistic Planning, LLC | 7.73K | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 7.72K | Jun 30, 26 | -- | 0.01% |
| Park Edge Advisors, LLC | 7.62K | Jun 30, 26 | -2.29K | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7.52K | Jun 30, 26 | -3 | 0.01% |
| CEERA INVESTMENTS, LLC | 7.51K | Jun 30, 26 | -6.09K | 0.01% |
| Samalin Investment Counsel, LLC | 7.50K | Jun 30, 26 | +2.00K | 0.01% |
| Roxbury Financial LLC | 7.03K | Jun 30, 26 | +1.76K | 0.00% |
| Quantinno Capital Management LP | 7.01K | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 7.00K | Jun 30, 26 | +7.00K | 0.00% |
| HARBOUR INVESTMENTS, INC. | 6.98K | Jun 30, 26 | -8.75K | 0.00% |
| Brookwood Investment Group LLC | 6.98K | Jun 30, 26 | -- | 0.00% |
| AMERIPRISE FINANCIAL INC | 6.92K | Jun 30, 26 | +6.92K | 0.00% |
| FMR LLC | 6.79K | Jun 30, 26 | +5.74K | 0.00% |
| Annex Advisory Services, LLC | 6.70K | Jun 30, 26 | +6.70K | 0.00% |
| Latitude Advisors, LLC | 6.65K | Jun 30, 26 | +62 | 0.00% |
| Integras Partners LLC | 6.52K | Jun 30, 26 | -4.22K | 0.00% |
| BANK OF MONTREAL /CAN/ | 6.45K | Jun 30, 26 | -36.53K | 0.00% |
| Sunpointe, LLC | 6.34K | Jun 30, 26 | +75 | 0.00% |
| Astoria Portfolio Advisors LLC. | 6.33K | Jun 30, 26 | -20 | 0.00% |
| Atria Investments, Inc | 6.25K | Jun 30, 26 | +1.22K | 0.00% |
| Ethos Financial Group, LLC | 6.20K | Jun 30, 26 | +6.20K | 0.00% |
| Camarda Financial Advisors, LLC | 6.03K | Jun 30, 26 | +718 | 0.00% |
| Wealth Alliance Advisory Group, LLC | 6.01K | Jun 30, 26 | +6.01K | 0.00% |
| Davis Wealth Advisors, LLC | 5.95K | Jun 30, 26 | -- | 0.00% |
| Belpointe Asset Management LLC | 5.86K | Jun 30, 26 | -537 | 0.00% |
| Castleview Partners, LLC | 5.69K | Jun 30, 26 | +5.69K | 0.00% |
| Crown Wealth Group, LLC | 5.50K | Jun 30, 26 | -219 | 0.00% |
| Apollon Wealth Management, LLC | 5.50K | Jun 30, 26 | -4.90K | 0.00% |
| Venture Visionary Partners LLC | 5.40K | Jun 30, 26 | -- | 0.00% |
| Astra Wealth Partners LLC | 5.34K | Jun 30, 26 | -5 | 0.00% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 5.32K | Jun 30, 26 | +5.32K | 0.00% |
| Pitcairn Wealth Advisors LLC | 5.32K | Jun 30, 26 | -39.87K | 0.00% |
| Luminist Capital LLC | 5.31K | Jun 30, 26 | +2.51K | 0.00% |
| MAI Capital Management | 5.25K | Jun 30, 26 | +2 | 0.00% |
| Centerpoint Advisory Group | 5.21K | Jun 30, 26 | -- | 0.00% |
| FORTRESS PRIVATE LEDGER, LLC | 5.12K | Jun 30, 26 | +5.12K | 0.00% |
| Cornerstone Wealth Group, LLC | 5.01K | Jun 30, 26 | -- | 0.00% |
| Occidental Asset Management, LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| Vermillion & White Wealth Management Group, LLC | 4.71K | Jun 30, 26 | +79 | 0.00% |
| CFS Investment Advisory Services, LLC | 4.50K | Jun 30, 26 | -1.50K | 0.00% |
| Elevation Wealth Management LLC | 4.28K | Jun 30, 26 | -12 | 0.00% |
| Dakota Wealth Management | 4.15K | Jun 30, 26 | -- | 0.00% |
| Ballast Financial Advisors LLC | 4.12K | Jun 30, 26 | -300 | 0.00% |
| Geneos Wealth Management Inc. | 4.11K | Jun 30, 26 | +3.01K | 0.00% |
| Banque Cantonale Vaudoise | 3.56K | Jun 30, 26 | +322 | 0.00% |
| Harborfront Financial Group LLC | 3.56K | Jun 30, 26 | +3.56K | 0.00% |
| Federation des caisses Desjardins du Quebec | 3.00K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 2.73K | Jun 30, 26 | +1.91K | 0.00% |
| S.A. Mason LLC | 2.48K | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 1.80K | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 1.73K | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 1.20K | Jun 30, 26 | +1.20K | 0.00% |
| Napier Financial, LLC | 1.17K | Jun 30, 26 | +13 | 0.00% |
| ROYAL BANK OF CANADA | 870 | Jun 30, 26 | +36 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 712 | Jun 30, 26 | +6 | 0.00% |
| LifeSteps Financial, Inc. | 600 | Jun 30, 26 | +600 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 600 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 554 | Jun 30, 26 | +554 | 0.00% |
| CoreCap Advisors, LLC | 542 | Jun 30, 26 | -4 | 0.00% |
| GoalVest Advisory LLC | 520 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 500 | Jun 30, 26 | +500 | 0.00% |
| NBC SECURITIES, INC. | 500 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 438 | Jun 30, 26 | -- | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 436 | Jun 30, 26 | +436 | 0.00% |
| Sankala Group LLC | 408 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 400 | Jun 30, 26 | +315 | 0.00% |
| North Star Investment Management Corp. | 311 | Jun 30, 26 | -- | 0.00% |
| SouthState Corp | 308 | Jun 30, 26 | +308 | 0.00% |
| NorthAvenue LLC | 220 | Jun 30, 26 | +220 | 0.00% |
| Coston, McIsaac & Partners | 100 | Jun 30, 26 | +100 | 0.00% |
| MATHER GROUP, LLC. | 44 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 2 | Jun 30, 26 | -- | 0.00% |
| SMITH, MOORE & CO. | -- | Jun 30, 26 | -7.30K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Jun 30, 26 | -5.38K | -- |
| Opus Capital Group, LLC | -- | Jun 30, 26 | -33.51K | -- |
| LEVEL FOUR ADVISORY SERVICES, LLC | -- | Jun 30, 26 | -6.85K | -- |
| Fisher Asset Management, LLC | -- | Jun 30, 26 | -18.10K | -- |
| Coastal Investment Advisors, Inc. | -- | Jun 30, 26 | -2.50K | -- |
| Indivisible Partners | -- | Jun 30, 26 | -4.29K | -- |
| MANCHESTER FINANCIAL INC | -- | Jun 30, 26 | -123.87K | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -368 | -- |
| YANKCOM Partnership | -- | Jun 30, 26 | -100 | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -7.91K | -- |
| True Link Financial Advisors, LLC | -- | Jun 30, 26 | -14 | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Jun 30, 26 | -697.00K | -- |
| High Point Wealth Management, LLC | -- | Jun 30, 26 | -83 | -- |
| MARINO, STRAM & ASSOCIATES LLC | -- | Jun 30, 26 | -4.59K | -- |
| Heritage Wealth Management, Inc. /CA/ | -- | Jun 30, 26 | -10.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -17 | -- |
| Causey Wealth LLC | -- | Jun 30, 26 | -5.80K | -- |
| 49 WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -41.97K | -- |
| Baird Financial Group, Inc. | -- | Jun 30, 26 | -259.37K | -- |
| LOWE BROCKENBROUGH & CO INC | -- | Jun 30, 26 | -60 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -2.32K | -- |
| A4 Wealth Advisors LLC | -- | Jun 30, 26 | -12.02K | -- |
| CORA CAPITAL ADVISORS LLC | -- | Jun 30, 26 | -15.43K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -2.85K | -- |
| WESPAC Advisors, LLC | -- | Jun 30, 26 | -4.60K | -- |
| STEPHENS INC /AR/ | -- | Jun 30, 26 | -5.54K | -- |
| Integrated Advisors Network LLC | -- | Jun 30, 26 | -7.22K | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -135 | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -20.05K | -- |
| CWA Asset Management Group, LLC | -- | Jun 30, 26 | -27.61K | -- |
| SFG Wealth Management, LLC. | -- | Jun 30, 26 | -41.61K | -- |
| Claro Advisors LLC | -- | Jun 30, 26 | -4.07K | -- |
| WT Wealth Management | -- | Jun 30, 26 | -4.75K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 832.58K | Mar 31, 26 | -233.81K | 0.59% |
| TCFG WEALTH MANAGEMENT, LLC | 300.07K | Mar 31, 26 | +295.44K | 0.21% |
| Jaffetilchin Investment Partners, LLC | 106.88K | Mar 31, 26 | +6.53K | 0.08% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 36.32K | Mar 31, 26 | +10.59K | 0.03% |
| TruWealth Advisors, LLC | 18.13K | Mar 31, 26 | -496 | 0.01% |
| CWM, LLC | 15.50K | Mar 31, 26 | -6.37K | 0.01% |
| Claris Financial LLC | 15.21K | Mar 31, 26 | -540 | 0.01% |
| Sunbelt Securities, Inc. | 369 | Mar 31, 26 | -1.56K | 0.00% |
| Divergent Planning, LLC | 227.38K | Dec 31, 25 | +19.45K | 0.16% |
| COMERICA BANK | 45.98K | Dec 31, 25 | -6.12K | 0.03% |
| Prosperity Wealth Management, Inc. | 9.09K | Dec 31, 25 | -160 | 0.01% |
| GPS Wealth Strategies Group, LLC | 6.30K | Dec 31, 25 | +6.30K | 0.00% |
| Moloney Securities Asset Management, LLC | 345.30K | Sep 30, 25 | -677.17K | 0.24% |
| GRIES FINANCIAL LLC | 242.15K | Sep 30, 25 | -32.06K | 0.17% |
| SYNOVUS FINANCIAL CORP | 146.05K | Sep 30, 25 | +10.03K | 0.10% |
| Gitterman Wealth Management, LLC | 18.57K | Sep 30, 25 | +2.19K | 0.01% |
| PINNACLE FINANCIAL PARTNERS INC | 10.76K | Sep 30, 25 | -- | 0.01% |
| Lindenwold Advisors, INC | 4.15K | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 411 | Sep 30, 25 | +411 | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -33.03K | -- |
| PITCAIRN CO | -- | Sep 30, 25 | -25.45K | -- |
| Semmax Financial Advisors Inc. | 110.45K | Jun 30, 25 | -15.02K | 0.08% |
| AVANTAX ADVISORY SERVICES, INC. | 28.93K | Jun 30, 25 | -2.60K | 0.02% |
| Atria Wealth Solutions, Inc. | 21.26K | Jun 30, 25 | +8.70K | 0.01% |
| Good Life Advisors, LLC | 15.38K | Jun 30, 25 | -801 | 0.01% |
| Summit X, LLC | 5.00K | Jun 30, 25 | +5.00K | 0.00% |
| Legacy Investment Solutions, LLC | 2.85K | Jun 30, 25 | +2.85K | 0.00% |
| Orion Portfolio Solutions, LLC | 12.08K | Mar 31, 25 | +7.33K | 0.01% |
| Lindbrook Capital, LLC | -- | Mar 31, 25 | -5.68K | -- |
| Private Portfolio Partners LLC | 9.70K | Dec 31, 24 | +1.83K | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | 315 | Dec 31, 24 | -88.12K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 981.78K | Sep 30, 24 | +765.92K | 0.69% |
| RAYMOND JAMES & ASSOCIATES | 105.16K | Sep 30, 24 | +91.22K | 0.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 272.92K | Jun 30, 24 | +52.36K | 0.19% |
| ICA Group Wealth Management, LLC | 200 | Jun 30, 24 | -900 | 0.00% |
| Knowledge Leaders Capital, LLC | -- | Jun 30, 24 | -65.52K | -- |
| BUCKINGHAM STRATEGIC WEALTH, LLC | -- | Jun 30, 24 | -4.94K | -- |
| Cetera Advisors LLC | 289.48K | Mar 31, 24 | -911 | 0.20% |
| Cetera Advisor Networks LLC | 6.86K | Mar 31, 24 | +6.86K | 0.00% |
| WEALTHSOURCE PARTNERS, LLC | 92.79K | Dec 31, 23 | +42.16K | 0.07% |
| Bridgeworth, LLC | 5.93K | Dec 31, 23 | -- | 0.00% |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 403.94K | Sep 30, 23 | +160.76K | 0.28% |
| Truadvice, LLC | 8.67K | Sep 30, 23 | +8.67K | 0.01% |
| Sargent Bickham Lagudis LLC | 26.06K | Dec 31, 22 | +26.06K | 0.02% |