State Street SPDR Nuveen ICE Municipal Bond ETF(TFI)

$44.25—Stale · unknown old

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State Street SPDR Nuveen ICE Municipal Bond ETF(TFI)

NYSE • Last print unknown ago

$44.25—Stale · unknown old

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TFI(TFI)

TFI

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Institutional Ownership

Top 489 Institutional Holders

Holder	Shares	Date	Change	% Held
Betterment LLC	11.03M	Jun 30, 26	-533.91K	15.85%
BANK OF AMERICA CORP /DE/	8.83M	Jun 30, 26	+290.75K	12.69%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.82M	Jun 30, 26	+241.86K	8.36%
ENVESTNET ASSET MANAGEMENT INC	2.94M	Jun 30, 26	+252.25K	4.22%
UBS Group AG	2.53M	Jun 30, 26	+15.76K	3.63%
MORGAN STANLEY	2.45M	Jun 30, 26	-693.56K	3.52%
Fisher Asset Management, LLC	2.33M	Jun 30, 26	-128.43K	3.34%
LPL Financial LLC	1.78M	Jun 30, 26	+157.65K	2.56%
BANK OF MONTREAL /CAN/	1.54M	Jun 30, 26	-117.91K	2.21%
SRS Capital Advisors, Inc.	1.35M	Jun 30, 26	+334.01K	1.94%
RAYMOND JAMES FINANCIAL INC	1.17M	Jun 30, 26	+87.39K	1.69%
JPMORGAN CHASE & CO	1.11M	Jun 30, 26	+479.86K	1.60%
Vestmark Advisory Solutions, Inc.	1.03M	Jun 30, 26	+84.20K	1.48%
WELLS FARGO & COMPANY/MN	1.00M	Jun 30, 26	+255.00K	1.44%
Cerity Partners LLC	973.37K	Jun 30, 26	+49.44K	1.40%
Financial Engines Advisors L.L.C.	765.85K	Jun 30, 26	+14.43K	1.10%
ASSETMARK, INC	680.59K	Jun 30, 26	-22.69K	0.98%
STIFEL FINANCIAL CORP	589.29K	Jun 30, 26	+19.18K	0.85%
TRUIST FINANCIAL CORP	514.74K	Jun 30, 26	+87.71K	0.74%
PARK AVENUE SECURITIES LLC	499.62K	Jun 30, 26	+499.62K	0.72%
Wealthcare Advisory Partners LLC	487.61K	Jun 30, 26	-1.46K	0.70%
Foster Group, Inc.	468.26K	Jun 30, 26	-8.17K	0.67%
Revolve Wealth Partners, LLC	449.30K	Jun 30, 26	+9.31K	0.65%
One Capital Management, LLC	416.21K	Jun 30, 26	--	0.60%
OpenArc Corporate Advisory, LLC	394.14K	Jun 30, 26	+38.71K	0.57%
Cetera Investment Advisers	382.52K	Jun 30, 26	-36.67K	0.55%
JANE STREET GROUP, LLC	357.46K	Jun 30, 26	+124.17K	0.51%
TD PRIVATE CLIENT WEALTH LLC	350.21K	Jun 30, 26	+30.56K	0.50%
Dynasty Wealth Management, LLC	335.22K	Jun 30, 26	+49.04K	0.48%
Allworth Financial LP	320.32K	Jun 30, 26	-33.47K	0.46%
STATE OF WISCONSIN INVESTMENT BOARD	285.80K	Jun 30, 26	--	0.41%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	271.97K	Jun 30, 26	+4.39K	0.39%
Cambridge Investment Research Advisors, Inc.	245.23K	Jun 30, 26	+21.73K	0.35%
MML INVESTORS SERVICES, LLC	235.36K	Jun 30, 26	+58.08K	0.34%
UBS ASSET MANAGEMENT AMERICAS INC	234.34K	Jun 30, 26	-237.92K	0.34%
Avidian Wealth Solutions, LLC	206.92K	Jun 30, 26	+24.75K	0.30%
ADVISOR GROUP HOLDINGS, INC.	202.06K	Jun 30, 26	+21.12K	0.29%
Mariner, LLC	201.23K	Jun 30, 26	+52.03K	0.29%
HighTower Advisors, LLC	190.20K	Jun 30, 26	-19.28K	0.27%
Sanctuary Advisors, LLC	187.56K	Jun 30, 26	+69.70K	0.27%
Keebeck Wealth Management, LLC	175.36K	Jun 30, 26	+6.62K	0.25%
CITADEL ADVISORS LLC	174.97K	Jun 30, 26	+76.79K	0.25%
WEALTHCARE CAPITAL MANAGEMENT LLC	170.69K	Jun 30, 26	-12.64K	0.25%
Crestwood Advisors Group LLC	154.65K	Jun 30, 26	-8.43K	0.22%
TruNorth Capital Management, LLC	154.03K	Jun 30, 26	+16.44K	0.22%
JFS WEALTH ADVISORS, LLC	153.59K	Jun 30, 26	-750	0.22%
SEEDS INVESTOR LLC	149.73K	Jun 30, 26	-242	0.22%
WILEY BROS.-AINTREE CAPITAL, LLC	147.92K	Jun 30, 26	+2.23K	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	139.79K	Jun 30, 26	+2.48K	0.20%
Waverly Advisors, LLC	133.65K	Jun 30, 26	+2.70K	0.19%
CULLEN/FROST BANKERS, INC.	124.71K	Jun 30, 26	+11.58K	0.18%
AMERIPRISE FINANCIAL INC	122.44K	Jun 30, 26	-27.88K	0.18%
Wealthspire Advisors, LLC	117.06K	Jun 30, 26	-3.71K	0.17%
MATHER GROUP, LLC.	116.32K	Jun 30, 26	-4.91K	0.17%
Savvy Advisors, Inc.	114.54K	Jun 30, 26	+566	0.16%
COLLECTIVE FAMILY OFFICE LLC	112.56K	Jun 30, 26	-561	0.16%
RENAISSANCE TECHNOLOGIES LLC	111.42K	Jun 30, 26	+91.32K	0.16%
Capital Investment Management, Inc.	109.86K	Jun 30, 26	+18.30K	0.16%
GREAT VALLEY ADVISOR GROUP, INC.	103.85K	Jun 30, 26	+5.37K	0.15%
ROYAL BANK OF CANADA	95.98K	Jun 30, 26	+27.53K	0.14%
Ascent Group, LLC	94.24K	Jun 30, 26	+78.38K	0.14%
MANNING & NAPIER ADVISORS LLC	91.90K	Jun 30, 26	+22.85K	0.13%
EXCEL SECURITIES & ASSOCIATES, INC.	91.79K	Jun 30, 26	+4.02K	0.13%
FIFTH THIRD BANCORP	89.80K	Jun 30, 26	+1.20K	0.13%
CX Institutional	87.48K	Jun 30, 26	+43.35K	0.13%
Integrated Wealth Concepts LLC	86.82K	Jun 30, 26	+40.10K	0.12%
McAdam, LLC	86.27K	Jun 30, 26	-69.66K	0.12%
Logan Stone Capital, LLC	80.12K	Jun 30, 26	+80.12K	0.12%
Invst, LLC	77.28K	Jun 30, 26	+4.86K	0.11%
Bleakley Financial Group, LLC	75.52K	Jun 30, 26	+63.91K	0.11%
Versant Capital Management, Inc	73.96K	Jun 30, 26	-13.19K	0.11%
Private Advisor Group, LLC	72.22K	Jun 30, 26	-4.27K	0.10%
Beacon Pointe Advisors, LLC	71.66K	Jun 30, 26	-2.89K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	69.31K	Jun 30, 26	-3.08K	0.10%
CHOREO, LLC	68.61K	Jun 30, 26	+601	0.10%
Evensky & Katz LLC	66.96K	Jun 30, 26	+4.37K	0.10%
Elequin Securities, LLC	66.25K	Jun 30, 26	+66.25K	0.10%
Fourth Dimension Wealth, LLC	65.73K	Jun 30, 26	-42.12K	0.09%
HARBOUR INVESTMENTS, INC.	63.39K	Jun 30, 26	+5.56K	0.09%
Tower Research Capital LLC (TRC)	63.08K	Jun 30, 26	+63.08K	0.09%
HHM Wealth Advisors, LLC	62.80K	Jun 30, 26	-12.29K	0.09%
INTEGRATED CAPITAL MANAGEMENT, INC.	61.16K	Jun 30, 26	-7.71K	0.09%
BlueChip Wealth Advisors LLC	60.55K	Jun 30, 26	+50.92K	0.09%
Aquire Wealth Advisors, LLC	60.10K	Jun 30, 26	-14.00K	0.09%
Towercrest Capital Management	55.95K	Jun 30, 26	-13.23K	0.08%
Johnson Financial Group, LLC	53.34K	Jun 30, 26	+2.78K	0.08%
Steele Capital Management, Inc.	52.48K	Jun 30, 26	-4.74K	0.08%
A4 Wealth Advisors LLC	51.83K	Jun 30, 26	+51.83K	0.07%
FORONJY FINANCIAL LLC	50.95K	Jun 30, 26	+15.00K	0.07%
Vise Technologies, Inc.	49.69K	Jun 30, 26	+4.29K	0.07%
Cornerstone Wealth Management, LLC	48.24K	Jun 30, 26	--	0.07%
SAX WEALTH ADVISORS, LLC	47.63K	Jun 30, 26	+16.63K	0.07%
Advisor OS, LLC	47.42K	Jun 30, 26	+593	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	45.62K	Jun 30, 26	+1.21K	0.07%
JONES FINANCIAL COMPANIES LLLP	44.03K	Jun 30, 26	+6.25K	0.06%
Advus Financial Partners, LLC	43.63K	Jun 30, 26	+345	0.06%
EFG International AG	43.13K	Jun 30, 26	+689	0.06%
CFS Investment Advisory Services, LLC	42.62K	Jun 30, 26	-811	0.06%
Alliance Wealth Management Group	41.20K	Jun 30, 26	-13.08K	0.06%
Quadrant Private Wealth Management, LLC	40.44K	Jun 30, 26	+40.44K	0.06%
Brinker Capital Investments, LLC	40.00K	Jun 30, 26	+7.19K	0.06%
Envestnet Portfolio Solutions, Inc.	38.89K	Jun 30, 26	+10.04K	0.06%
ShoreHaven Wealth Partners, LLC	36.22K	Jun 30, 26	+28.22K	0.05%
BCGM Wealth Management, LLC	35.36K	Jun 30, 26	+29.20K	0.05%
FMR LLC	35.30K	Jun 30, 26	+4.48K	0.05%
SWS Partners	33.63K	Jun 30, 26	+55	0.05%
Farther Finance Advisors, LLC	32.60K	Jun 30, 26	+583	0.05%
Gradient Investments LLC	32.50K	Jun 30, 26	+1.11K	0.05%
IFP Advisors, Inc	32.43K	Jun 30, 26	+10.37K	0.05%
Perigon Wealth Management, LLC	31.96K	Jun 30, 26	+25.82K	0.05%
NICOLET BANKSHARES INC	30.91K	Jun 30, 26	+4	0.04%
Concurrent Investment Advisors, LLC	30.77K	Jun 30, 26	+22.41K	0.04%
Eagle Strategies LLC	29.76K	Jun 30, 26	+1.12K	0.04%
CITIGROUP INC	28.70K	Jun 30, 26	+876	0.04%
Janney Montgomery Scott LLC	28.32K	Jun 30, 26	+28.32K	0.04%
NOVUS ADVISORS, LLC	27.79K	Jun 30, 26	+167	0.04%
Midwest Financial Network, LLC	27.55K	Jun 30, 26	+4.63K	0.04%
EAGLE ROCK INVESTMENT COMPANY, LLC	27.38K	Jun 30, 26	-6.58K	0.04%
GAMMA Investing LLC	26.66K	Jun 30, 26	+7.27K	0.04%
Global Retirement Partners, LLC	26.33K	Jun 30, 26	+26.33K	0.04%
SEI INVESTMENTS CO	26.32K	Jun 30, 26	-2.25K	0.04%
Financial Network Wealth Management LLC	26.31K	Jun 30, 26	--	0.04%
CUMBERLAND ADVISORS INC	25.26K	Jun 30, 26	+2.16K	0.04%
Tilson Financial Group, Inc.	25.24K	Jun 30, 26	+937	0.04%
Fiduciary Alliance LLC	25.22K	Jun 30, 26	--	0.04%
Idaho Trust Bank	24.88K	Jun 30, 26	+573	0.04%
Mayflower Financial Advisors, LLC	23.93K	Jun 30, 26	+3.31K	0.03%
Pensionmark Financial Group, LLC	23.48K	Jun 30, 26	+888	0.03%
1900 WEALTH MANAGEMENT LLC	23.45K	Jun 30, 26	+3	0.03%
FOCUS Wealth Advisors, LLC	23.22K	Jun 30, 26	+51	0.03%
Facet Wealth, Inc.	22.21K	Jun 30, 26	+3.33K	0.03%
LITTLE HOUSE CAPITAL LLC	22.11K	Jun 30, 26	+418	0.03%
IHT Wealth Management, LLC	22.03K	Jun 30, 26	-719.77K	0.03%
WBH ADVISORY INC	21.83K	Jun 30, 26	-4.05K	0.03%
Kestra Advisory Services, LLC	21.61K	Jun 30, 26	+6.28K	0.03%
Crabel Capital Management, LLC	21.55K	Jun 30, 26	+21.55K	0.03%
FLOW TRADERS U.S. LLC	21.23K	Jun 30, 26	+21.23K	0.03%
Signal Advisors Wealth, LLC	21.19K	Jun 30, 26	+876	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	21.05K	Jun 30, 26	+8.46K	0.03%
CYPRESS FINANCIAL PLANNING LLC	21.00K	Jun 30, 26	+1.87K	0.03%
Bragg Financial Advisors, Inc	20.96K	Jun 30, 26	+3.29K	0.03%
WealthShield Partners, LLC	20.94K	Jun 30, 26	-15.29K	0.03%
Arkadios Wealth Advisors	20.86K	Jun 30, 26	-60	0.03%
Legacy Wealth Managment, LLC/ID	20.42K	Jun 30, 26	+20.42K	0.03%
Sanchez Gaunt Capital Management, LLC	20.16K	Jun 30, 26	+702	0.03%
MERCER GLOBAL ADVISORS INC /ADV	19.81K	Jun 30, 26	-9.29K	0.03%
Adviser Investments LLC	18.46K	Jun 30, 26	--	0.03%
Rockefeller Capital Management L.P.	18.42K	Jun 30, 26	-1.81K	0.03%
FINANCIAL LIFE ADVISORS	17.91K	Jun 30, 26	--	0.03%
Atria Investments, Inc	17.84K	Jun 30, 26	+10.21K	0.03%
Buckingham Strategic Partners	17.60K	Jun 30, 26	-1.13K	0.03%
Transcendent Capital Group LLC	17.43K	Jun 30, 26	-211	0.03%
ST GERMAIN D J CO INC	17.29K	Jun 30, 26	-1.14K	0.02%
AdvisorNet Financial, Inc	17.03K	Jun 30, 26	-34	0.02%
Meadowbrook Advisors Group, LLC	17.00K	Jun 30, 26	--	0.02%
HAZLETT, BURT & WATSON, INC.	16.74K	Jun 30, 26	--	0.02%
PRIVATE TRUST CO NA	16.68K	Jun 30, 26	+7.31K	0.02%
Linscomb & Williams, Inc.	16.36K	Jun 30, 26	-167	0.02%
BlackRock, Inc.	16.23K	Jun 30, 26	+299	0.02%
COLTON GROOME FINANCIAL ADVISORS, LLC	16.18K	Jun 30, 26	+10.43K	0.02%
DOPKINS WEALTH MANAGEMENT, LLC	15.73K	Jun 30, 26	-1.13K	0.02%
Aprio Wealth Management, LLC	15.66K	Jun 30, 26	+220	0.02%
Stokes Family Office, LLC	15.48K	Jun 30, 26	--	0.02%
CAPTRUST FINANCIAL ADVISORS	15.21K	Jun 30, 26	-340	0.02%
Creative Planning	15.16K	Jun 30, 26	-7.38K	0.02%
Fairway Wealth LLC	15.11K	Jun 30, 26	-358	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	14.80K	Jun 30, 26	-1.20K	0.02%
Balentine LLC	14.74K	Jun 30, 26	-24.25K	0.02%
Independent Wealth Network Inc.	14.22K	Jun 30, 26	+7	0.02%
OPPENHEIMER & CO INC	14.12K	Jun 30, 26	+860	0.02%
Atomi Financial Group, Inc.	14.12K	Jun 30, 26	+227	0.02%
Wealthcare Capital Partners, LLC	14.05K	Jun 30, 26	-186	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	13.44K	Jun 30, 26	+30	0.02%
Steward Partners Investment Advisory, LLC	13.00K	Jun 30, 26	+1	0.02%
Avantax Planning Partners, Inc.	12.71K	Jun 30, 26	--	0.02%
M1 Capital Management LLC	12.69K	Jun 30, 26	+2.68K	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	12.46K	Jun 30, 26	-173	0.02%
BNP PARIBAS ARBITRAGE, SNC	12.14K	Jun 30, 26	-10.71K	0.02%
AFT, FORSYTH & COMPANY, INC.	11.75K	Jun 30, 26	--	0.02%
FIRST TRUST ADVISORS LP	11.72K	Jun 30, 26	+405	0.02%
Ashton Thomas Private Wealth, LLC	11.37K	Jun 30, 26	--	0.02%
DORVAL Corp	11.14K	Jun 30, 26	-201	0.02%
Uniting Wealth Partners, LLC	10.95K	Jun 30, 26	--	0.02%
Legacy Edge Advisors, LLC	10.93K	Jun 30, 26	+10.93K	0.02%
Quantinno Capital Management LP	10.74K	Jun 30, 26	+4.01K	0.02%
Claro Advisors LLC	10.70K	Jun 30, 26	+10.70K	0.02%
Breakwater Investment Management	10.61K	Jun 30, 26	+9.54K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	10.44K	Jun 30, 26	--	0.02%
Gateway Wealth Partners, LLC	10.39K	Jun 30, 26	-2.14K	0.01%
Brucke Financial, Inc.	10.34K	Jun 30, 26	-616	0.01%
Resources Investment Advisors, LLC.	10.31K	Jun 30, 26	-1.53K	0.01%
Mainsail Financial Group, LLC	10.27K	Jun 30, 26	+10.27K	0.01%
Vertex Planning Partners, LLC	10.17K	Jun 30, 26	+1.27K	0.01%
FORVIS Wealth Advisors, LLC	9.87K	Jun 30, 26	-142	0.01%
Simplicity Wealth,LLC	9.42K	Jun 30, 26	+681	0.01%
Stablepoint Partners, LLC	9.30K	Jun 30, 26	+33	0.01%
Colony Group, LLC	9.28K	Jun 30, 26	+1.47K	0.01%
PFW Advisors LLC	9.27K	Jun 30, 26	--	0.01%
WEST MICHIGAN ADVISORS, LLC	9.11K	Jun 30, 26	+1.73K	0.01%
Wealth Alliance	9.05K	Jun 30, 26	+9.05K	0.01%
Venturi Wealth Management, LLC	8.86K	Jun 30, 26	--	0.01%
Hexagon Capital Partners LLC	8.81K	Jun 30, 26	+289	0.01%
Edgestream Partners, L.P.	8.80K	Jun 30, 26	+2.16K	0.01%
Quadrature Capital Ltd	8.79K	Jun 30, 26	+8.79K	0.01%
Strategic Blueprint, LLC	8.63K	Jun 30, 26	+4.00K	0.01%
Tortoise Investment Management, LLC	8.61K	Jun 30, 26	-2.40K	0.01%
HBK Sorce Advisory LLC	8.60K	Jun 30, 26	-1.67K	0.01%
JUNCTURE WEALTH STRATEGIES, LLC	8.30K	Jun 30, 26	+772	0.01%
Omega Financial Group, LLC	8.23K	Jun 30, 26	-59	0.01%
Friedenthal Financial	8.21K	Jun 30, 26	-227	0.01%
One Day In July LLC	8.17K	Jun 30, 26	--	0.01%
Tanager Wealth Management LLP	8.02K	Jun 30, 26	--	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	8.01K	Jun 30, 26	+1	0.01%
Aventura Private Wealth, LLC	7.95K	Jun 30, 26	-111	0.01%
Icon Wealth Advisors, LLC	7.95K	Jun 30, 26	+5	0.01%
SAWGRASS ASSET MANAGEMENT LLC	7.88K	Jun 30, 26	--	0.01%
ALESCO ADVISORS LLC	7.84K	Jun 30, 26	-1.56K	0.01%
SILVER OAK SECURITIES, INCORPORATED	7.67K	Jun 30, 26	-550	0.01%
B. Riley Wealth Advisors, Inc.	7.62K	Jun 30, 26	+7.62K	0.01%
Miracle Mile Advisors, LLC	7.41K	Jun 30, 26	+2.95K	0.01%
One Wealth Advisors, LLC	7.27K	Jun 30, 26	--	0.01%
Retirement Wealth Solutions LLC	7.17K	Jun 30, 26	-6.92K	0.01%
SigFig Wealth Management, LLC	7.00K	Jun 30, 26	+85	0.01%
Parkway Wealth Management Group, LLC	6.84K	Jun 30, 26	-1.03K	0.01%
Mattson Financial Services, LLC	6.80K	Jun 30, 26	-49	0.01%
Sowell Financial Services LLC	6.77K	Jun 30, 26	+177	0.01%
EverSource Wealth Advisors, LLC	6.64K	Jun 30, 26	--	0.01%
WEALTHGARDEN F.S. LLC	6.46K	Jun 30, 26	+1.83K	0.01%
Crews Bank & Trust	6.33K	Jun 30, 26	-500	0.01%
Strathmore Capital Advisors, Inc.	6.33K	Jun 30, 26	--	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	6.33K	Jun 30, 26	+54	0.01%
AQR CAPITAL MANAGEMENT LLC	6.32K	Jun 30, 26	--	0.01%
StoneX Group Inc.	6.26K	Jun 30, 26	+6.26K	0.01%
AE Wealth Management LLC	5.99K	Jun 30, 26	+2.99K	0.01%
Savant Capital, LLC	5.85K	Jun 30, 26	+5.85K	0.01%
Beaumont Financial Advisors, LLC	5.85K	Jun 30, 26	--	0.01%
Equitable Holdings, Inc.	5.78K	Jun 30, 26	+5.78K	0.01%
MAI Capital Management	5.67K	Jun 30, 26	+911	0.01%
RESOLUTE WEALTH ADVISOR, INC.	5.62K	Jun 30, 26	--	0.01%
XTX Topco Ltd	5.61K	Jun 30, 26	+5.61K	0.01%
Braun-Bostich & Associates Inc.	5.51K	Jun 30, 26	-20	0.01%
WealthTrust Axiom LLC	5.50K	Jun 30, 26	--	0.01%
Citizens National Bank Trust Department	5.50K	Jun 30, 26	--	0.01%
Rare Wolf Capital LLC	5.47K	Jun 30, 26	--	0.01%
Brooklyn FI, LLC	5.46K	Jun 30, 26	--	0.01%
Mount Yale Investment Advisors, LLC	5.29K	Jun 30, 26	-47	0.01%
Pacific Park Financial, Inc.	5.26K	Jun 30, 26	+515	0.01%
CIBC Bancorp USA Inc.	5.08K	Jun 30, 26	-1.39K	0.01%
EP Wealth Advisors, LLC	5.04K	Jun 30, 26	+5.04K	0.01%
CRA Financial Services, LLC	5.02K	Jun 30, 26	--	0.01%
Inscription Capital, LLC	5.00K	Jun 30, 26	--	0.01%
VisionPoint Advisory Group, LLC	4.93K	Jun 30, 26	+4.93K	0.01%
BURLING WEALTH PARTNERS, LLC	4.88K	Jun 30, 26	+4.88K	0.01%
JOHNSON INVESTMENT COUNSEL INC	4.85K	Jun 30, 26	-173	0.01%
Investment Planning Advisors, Inc.	4.81K	Jun 30, 26	-1.27K	0.01%
GLR Partners, LLC	4.78K	Jun 30, 26	-2.04K	0.01%
Qube Research & Technologies Ltd	4.74K	Jun 30, 26	+4.74K	0.01%
Ridgeline Wealth, LLC	4.73K	Jun 30, 26	--	0.01%
Arista Wealth Management, LLC	4.66K	Jun 30, 26	--	0.01%
Taylor Hoffman Capital Management LLC	4.66K	Jun 30, 26	--	0.01%
Sequoia Financial Advisors, LLC	4.64K	Jun 30, 26	-91	0.01%
Exchange Bank	4.62K	Jun 30, 26	--	0.01%
Capital Advisors, Ltd. LLC	4.43K	Jun 30, 26	--	0.01%
BLUELINE ADVISORS LLC	4.24K	Jun 30, 26	+648	0.01%
GeoWealth Management, LLC	3.91K	Jun 30, 26	+1.02K	0.01%
BLAIR WILLIAM & CO/IL	3.80K	Jun 30, 26	--	0.01%
NBC SECURITIES, INC.	3.50K	Jun 30, 26	--	0.01%
Cornerstone Planning Group LLC	3.36K	Jun 30, 26	+4	0.00%
Bank of New Hampshire	3.00K	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	2.78K	Jun 30, 26	-15.33K	0.00%
Crewe Advisors LLC	2.74K	Jun 30, 26	+2.74K	0.00%
DELTA ASSET MANAGEMENT LLC/TN	2.60K	Jun 30, 26	+1.50K	0.00%
BROWN BROTHERS HARRIMAN & CO	2.60K	Jun 30, 26	--	0.00%
US BANCORP \DE\	2.40K	Jun 30, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	2.30K	Jun 30, 26	--	0.00%
Park Place Capital Corp	2.28K	Jun 30, 26	+275	0.00%
RICHARDSON FINANCIAL SERVICES INC.	2.17K	Jun 30, 26	-292	0.00%
1620 INVESTMENT ADVISORS, INC.	2.05K	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	1.98K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.69K	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1.68K	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.63K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1.50K	Jun 30, 26	--	0.00%
MCF Advisors LLC	1.45K	Jun 30, 26	--	0.00%
Hurley Capital, LLC	1.17K	Jun 30, 26	+1.17K	0.00%
SITTNER & NELSON, LLC	1.15K	Jun 30, 26	--	0.00%
UMB Bank, n.a.	986	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	948	Jun 30, 26	+785	0.00%
Founders Financial Alliance, LLC	937	Jun 30, 26	+8	0.00%
Signature Equity Partners, LLC	879	Jun 30, 26	-3.18K	0.00%
Capital Investment Advisory Services, LLC	840	Jun 30, 26	--	0.00%
Parkside Financial Bank & Trust	812	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	793	Jun 30, 26	--	0.00%
Ameritas Advisory Services, LLC	732	Jun 30, 26	-10.34K	0.00%
Salomon & Ludwin, LLC	731	Jun 30, 26	-60	0.00%
BALLAST ADVISORS LLC	647	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	609	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	561	Jun 30, 26	+561	0.00%
Greykasell Wealth Strategies, Inc.	555	Jun 30, 26	+3	0.00%
Nvest Wealth Strategies, Inc.	554	Jun 30, 26	--	0.00%
Caitlin John, LLC	500	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	439	Jun 30, 26	+439	0.00%
Parallel Advisors, LLC	376	Jun 30, 26	--	0.00%
Spire Wealth Management	293	Jun 30, 26	-2	0.00%
N.E.W. Advisory Services LLC	280	Jun 30, 26	+2	0.00%
VANGUARD ADVISERS INC	268	Jun 30, 26	+265	0.00%
Ameritas Investment Partners, Inc.	225	Jun 30, 26	--	0.00%
Rachor Investment Advisory Services, LLC	207	Jun 30, 26	--	0.00%
HFM Investment Advisors, LLC	205	Jun 30, 26	--	0.00%
Navigoe, LLC	200	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	169	Jun 30, 26	--	0.00%
COUNTRY TRUST BANK	120	Jun 30, 26	+120	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	105	Jun 30, 26	--	0.00%
Quaker Wealth Management, LLC	99	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	86	Jun 30, 26	-95	0.00%
Strive Financial Group ,LLC	82	Jun 30, 26	--	0.00%
Delos Wealth Advisors, LLC	81	Jun 30, 26	+81	0.00%
Downshift Financial, LLC	78	Jun 30, 26	+78	0.00%
Glen Eagle Advisors, LLC	74	Jun 30, 26	--	0.00%
Private Wealth Management Group, LLC	70	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	60	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	52	Jun 30, 26	--	0.00%
Caldwell Trust Co	41	Jun 30, 26	--	0.00%
Prestige Wealth Management Group LLC	40	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	36	Jun 30, 26	--	0.00%
IFG Advisory, LLC	30	Jun 30, 26	+30	0.00%
Providence Capital Advisors, LLC	29	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	25	Jun 30, 26	--	0.00%
Longview Financial Advisors LLC	21	Jun 30, 26	--	0.00%
Allspring Global Investments Holdings, LLC	18	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	16	Jun 30, 26	+6	0.00%
Cape Investment Advisory, Inc.	13	Jun 30, 26	+13	0.00%
LRI Investments, LLC	12	Jun 30, 26	--	0.00%
Rossby Financial, LCC	8	Jun 30, 26	+8	0.00%
Silver Grove Financial Group, Inc.	6	Jun 30, 26	--	0.00%
Networth Advisors, LLC	5	Jun 30, 26	--	0.00%
WealthCollab, LLC	2	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	--	Jun 30, 26	-28	--
CI Private Wealth, LLC	--	Jun 30, 26	-7.63K	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-11	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-70	--
ACT Advisors, LLC.	--	Jun 30, 26	-5.52K	--
Independent Advisor Alliance	--	Jun 30, 26	-25.65K	--
DHJJ Financial Advisors, Ltd.	--	Jun 30, 26	-1.01K	--
First Heartland Consultants, Inc.	--	Jun 30, 26	-9.03K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.08K	--
Missouri Trust & Investment Co	--	Jun 30, 26	-60	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-17.99K	--
Wealthfront Advisers LLC	--	Jun 30, 26	-4.44K	--
Oakwell Private Wealth Management, LLC	--	Jun 30, 26	-4.42K	--
Collaborative Wealth Managment Inc.	--	Jun 30, 26	-8.76K	--
RFG Advisory, LLC	--	Jun 30, 26	-6.96K	--
Root Financial Partners, LLC	--	Jun 30, 26	-2.91K	--
Kagan Cocozza Asset Management	--	Jun 30, 26	-5.42K	--
DIVERSIFY WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-5.45K	--
Advisory Services Network, LLC	--	Jun 30, 26	-3.27K	--
SIGNATUREFD, LLC	--	Jun 30, 26	-3.88K	--
PFG Advisors	--	Jun 30, 26	-5.24K	--
Advisors Preferred, LLC	--	Jun 30, 26	-110.89K	--
Prime Capital Investment Advisors, LLC	--	Jun 30, 26	-6.78K	--
EVERMAY WEALTH MANAGEMENT LLC	--	Jun 30, 26	-46	--
Tenret Co LLC	140.77K	Mar 31, 26	--	0.20%
Northeast Financial Group, Inc.	67.84K	Mar 31, 26	-20.00K	0.10%
CWM, LLC	65.89K	Mar 31, 26	-8.05K	0.09%
Sunbelt Securities, Inc.	313	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	69	Mar 31, 26	+69	0.00%
North Ridge Wealth Advisors, Inc.	49	Mar 31, 26	-3	0.00%
Austin Private Wealth, LLC	835.81K	Dec 31, 25	+110.58K	1.20%
COMERICA BANK	104.08K	Dec 31, 25	-3.64K	0.15%
PURE PORTFOLIOS HOLDINGS LLC	86.07K	Dec 31, 25	+1.65K	0.12%
NICOLET ADVISORY SERVICES, LLC	31.80K	Dec 31, 25	-1.71K	0.05%
Edge Financial Advisors LLC	11.40K	Dec 31, 25	+61	0.02%
CIBC Private Wealth Group, LLC	11.23K	Dec 31, 25	-2.33K	0.02%
FIRST NATIONAL CORP /MA/ /ADV	44.29K	Sep 30, 25	--	0.06%
EFG Asset Management (Americas) Corp.	42.33K	Sep 30, 25	+5.92K	0.06%
Pineridge Advisors LLC	25.47K	Sep 30, 25	+25.47K	0.04%
JFG Wealth Management, LLC	21.48K	Sep 30, 25	-20.15K	0.03%
Strive Asset Management, LLC	9.51K	Sep 30, 25	+2.07K	0.01%
SYNOVUS FINANCIAL CORP	4.72K	Sep 30, 25	+19	0.01%
Sterling Financial Group, Inc.	--	Sep 30, 25	-175.68K	--
AVANTAX ADVISORY SERVICES, INC.	60.72K	Jun 30, 25	+8.94K	0.09%
Moser Wealth Advisors, LLC	36.44K	Jun 30, 25	+1.00K	0.05%
Atria Wealth Solutions, Inc.	9.62K	Jun 30, 25	-13.21K	0.01%
My Legacy Advisors, LLC	4.92K	Jun 30, 25	-163	0.01%
Parkworth Wealth Management, Inc.	19	Jun 30, 25	--	0.00%
Iron Horse Wealth Management, LLC	15	Jun 30, 25	+15	0.00%
First Horizon Advisors, Inc.	--	Jun 30, 25	-7.13K	--
Orion Portfolio Solutions, LLC	26.47K	Mar 31, 25	+1.89K	0.04%
CAROLINAS WEALTH CONSULTING LLC	1.24K	Mar 31, 25	+6	0.00%
Aveo Capital Partners, LLC	--	Mar 31, 25	-16.98K	--
RAYMOND JAMES & ASSOCIATES	191.13K	Sep 30, 24	-89.73K	0.27%
Raymond James Financial Services Advisors, Inc.	65.47K	Sep 30, 24	+2.38K	0.09%
New Potomac Partners, LLC	19.77K	Sep 30, 24	-200	0.03%
Family Asset Management, LLC	11.57K	Sep 30, 24	-400	0.02%
Brophy Wealth Management, LLC	4.50K	Sep 30, 24	+4.50K	0.01%
Taylor Hoffman Wealth Management	4.66K	Jun 30, 24	--	0.01%
BlackRock Inc.	2.67K	Jun 30, 24	+257	0.00%
Private Ocean, LLC	2.02K	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	47.78K	Mar 31, 24	-5.71K	0.07%
Cetera Advisors LLC	35.74K	Mar 31, 24	+10.25K	0.05%
Charles Schwab Investment Advisory, Inc.	19.00K	Mar 31, 24	-786	0.03%
CAMBRIDGE TRUST CO	600	Mar 31, 24	--	0.00%
WEALTHSOURCE PARTNERS, LLC	20.95K	Dec 31, 23	-35.95K	0.03%
StrategIQ Financial Group, LLC	7.79K	Dec 31, 23	-2.60K	0.01%
PROVENCE WEALTH MANAGEMENT GROUP	6.79K	Dec 31, 23	+6.79K	0.01%
Bartlett & Co. LLC	4.92K	Dec 31, 23	+3.33K	0.01%
PATHSTONE FAMILY OFFICE, LLC	572.52K	Sep 30, 23	+572.52K	0.82%
ADVISOR PARTNERS II, LLC	103.39K	Sep 30, 23	+90.27K	0.15%
COLONY GROUP LLC	21.64K	Sep 30, 23	-534	0.03%
FREEDOM WEALTH ALLIANCE, LLC	13.75K	Sep 30, 23	-172	0.02%
Icon Wealth Partners, LLC	7.08K	Sep 30, 23	--	0.01%
Wealth CMT	76.27K	Jun 30, 23	-2.97K	0.11%
TimeScale Financial, Inc.	14.62K	Jun 30, 23	+1.03K	0.02%
Endurance Wealth Management, Inc.	64	Jun 30, 23	--	0.00%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-4	--
Clear Perspectives Financial Planning, LLC	--	Mar 31, 23	-320	--
CAPRIN ASSET MANAGEMENT LLC /ADV	4.23K	Dec 31, 22	+4.03K	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-26	--
Beaumont Financial Partners, LLC	296.28K	Sep 30, 22	-82.29K	0.43%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	66.64K	Sep 30, 22	+50.49K	0.10%
SADOFF INVESTMENT MANAGEMENT LLC	54.66K	Sep 30, 22	-1.00K	0.08%
American Portfolios Advisors	1.44K	Sep 30, 22	+1.44K	0.00%
Danda Trouve Investment Management, Inc.	1.05K	Sep 30, 22	+1.05K	0.00%
Covington Capital Management	500	Sep 30, 22	--	0.00%
FourThought Financial, LLC	245	Sep 30, 22	+1	0.00%
Farmer Steven Patrick	61.85K	Jun 30, 22	+61.85K	0.09%
Cordasco Financial Network	3.25K	Jun 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-3.79K	--
Personal Wealth Partners	17.53K	Mar 31, 22	+107	0.03%
Lenox Wealth Advisors, LLC	7.68K	Mar 31, 22	+7.26K	0.01%
Freedman Financial Associates, Inc.	597	Mar 31, 22	+2	0.00%
REILLY FINANCIAL ADVISORS, LLC	20	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-3.27K	--
Pacific Edge Advisors, LLC	74.35K	Sep 30, 21	+16.10K	0.11%
DERBY & COMPANY, INC	61.89K	Sep 30, 21	-7.70K	0.09%
BBVA USA	15.63K	Sep 30, 21	+530	0.02%
C-J Advisory, Inc.	13.41K	Sep 30, 21	+30	0.02%
Covenant Multifamily Offices, LLC	4.95K	Sep 30, 21	-3.30K	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	--	Sep 30, 21	-4.90K	--
Harborview Advisors, LLC	--	Sep 30, 21	-24.71K	--
USCA RIA LLC	6.17K	Jun 30, 21	--	0.01%
PNC Managed Account Solutions, Inc.	337	Jun 30, 21	+337	0.00%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	--	Jun 30, 21	-600	--
BBVA USA Bancshares, Inc.	14.95K	Mar 31, 21	+1	0.02%
Paracle Advisors, LLC	7.28K	Mar 31, 21	-161	0.01%
WealthStone, Inc.	5.00K	Mar 31, 21	+5.00K	0.01%
Reby Advisors, LLC	120.82K	Dec 31, 20	+120.82K	0.17%
OLD MISSION CAPITAL, LLC	49.62K	Dec 31, 20	+49.62K	0.07%
Wealthspire Advisors, L.P.	49.15K	Sep 30, 20	+36.91K	0.07%
First Allied Advisory Services, Inc.	31.71K	Sep 30, 20	-3.71K	0.05%
Independence Advisors, LLC	18.93K	Sep 30, 20	--	0.03%
FRONTIER INVESTMENT MGMT CO	4.56K	Jun 30, 20	+4.56K	0.01%
TRUEWEALTH LLC	3.10K	Jun 30, 20	--	0.00%
Huber Financial Advisors, LLC	18.56K	Mar 31, 20	-1.49K	0.03%
Stratford Consulting, LLC	24	Mar 31, 20	+24	0.00%
Willingdon Wealth Management	--	Mar 31, 20	-547	--
Advisor Group, Inc.	97.65K	Dec 31, 19	+21.58K	0.14%
LADENBURG THALMANN FINANCIAL SERVICES INC.	55.46K	Dec 31, 19	+3.91K	0.08%
CXI Advisors	792	Dec 31, 19	+792	0.00%
1 NORTH WEALTH SERVICES LLC	--	Dec 31, 19	--	--
SUNTRUST BANKS INC	191.32K	Sep 30, 19	+4.37K	0.27%
BB&T SECURITIES, LLC	19.39K	Sep 30, 19	+11	0.03%
Wealth & Pension Services Group, Inc.	5.05K	Sep 30, 19	+11	0.01%
HARVEST CAPITAL MANAGEMENT INC	7.38K	Jun 30, 19	+500	0.01%
Live Your Vision, LLC	515	Mar 31, 19	--	0.00%
Sigma Investment Management Co	62.45K	Dec 31, 18	+62.45K	0.09%
CEDAR HILL ASSOCIATES, LLC	26.36K	Dec 31, 18	-17.36K	0.04%
WEALTHFRONT Corp	7.64M	Sep 30, 18	-138.40K	10.98%
Vestpro Financial Partners, Inc. dba CPF Texas	104.46K	Sep 30, 18	+6.58K	0.15%
Delta Dental Plan of Michigan, Inc.	47.70K	Jun 30, 18	--	0.07%
Hefty Wealth Partners	49.57K	Mar 31, 18	-13.71K	0.07%
Oak Point Wealth Management	32.59K	Mar 31, 18	-17.55K	0.05%
Allegis Investment Advisors, LLC	--	Mar 31, 18	-4.45K	--
WealthShield, LLC	3.68K	Dec 31, 17	+3.68K	0.01%
BB&T INVESTMENT SERVICES, INC.	1.58K	Dec 31, 17	+844	0.00%
SII INVESTMENTS INC/WI	--	Dec 31, 17	-4.56K	--
RAY GERALD L & ASSOCIATES LTD	5.00K	Sep 30, 17	--	0.01%
Commonwealth Equity Services, Inc	1.64M	Jun 30, 17	+105.56K	2.35%
Virtu KCG Holdings LLC	21.07K	Jun 30, 17	+21.07K	0.03%
Independent Portfolio Consultants, Inc.	30	Jun 30, 17	-45	0.00%
FIRST FINANCIAL EQUITY CORPORATION	5.85K	Mar 31, 17	+5.85K	0.01%
Kernodle & Katon Asset Management Group, LLC	--	Mar 31, 17	-610	--
BlackRock Investment Management, LLC	48.63K	Dec 31, 16	+48.63K	0.07%
MSI Financial Services Inc	15.94K	Dec 31, 16	-1.15K	0.02%
TMFS HOLDINGS LLC	5.47K	Sep 30, 16	+5.47K	0.01%
VSR Financial Services, Inc.	28.05K	Jun 30, 16	-4.18K	0.04%
NEWGATE CAPITAL MANAGEMENT LLC	--	Jun 30, 16	-14.55K	--
Gupta Wealth Management LLC	1.60K	Mar 31, 16	+1.60K	0.00%

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Holder

Date

Change

% Held

Betterment LLC

11.03M

Jun 30, 26

-533.91K

15.85%

BANK OF AMERICA CORP /DE/

8.83M

Jun 30, 26

+290.75K

12.69%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.82M

Jun 30, 26

+241.86K

8.36%

ENVESTNET ASSET MANAGEMENT INC

2.94M

Jun 30, 26

+252.25K

4.22%

UBS Group AG

2.53M

Jun 30, 26

+15.76K

3.63%

MORGAN STANLEY

2.45M

Jun 30, 26

-693.56K

3.52%

Fisher Asset Management, LLC

2.33M

Jun 30, 26

-128.43K

3.34%

LPL Financial LLC

1.78M

Jun 30, 26

+157.65K

2.56%

BANK OF MONTREAL /CAN/

1.54M

Jun 30, 26

-117.91K

2.21%

SRS Capital Advisors, Inc.

1.35M

Jun 30, 26

+334.01K

1.94%

RAYMOND JAMES FINANCIAL INC

1.17M

Jun 30, 26

+87.39K

1.69%

JPMORGAN CHASE & CO

1.11M

Jun 30, 26

+479.86K

1.60%

Vestmark Advisory Solutions, Inc.

1.03M

Jun 30, 26

+84.20K

1.48%

WELLS FARGO & COMPANY/MN

1.00M

Jun 30, 26

+255.00K

1.44%

Cerity Partners LLC

973.37K

Jun 30, 26

+49.44K

1.40%

Financial Engines Advisors L.L.C.

765.85K

Jun 30, 26

+14.43K

1.10%

ASSETMARK, INC

680.59K

Jun 30, 26

-22.69K

0.98%

STIFEL FINANCIAL CORP

589.29K

Jun 30, 26

+19.18K

0.85%

TRUIST FINANCIAL CORP

514.74K

Jun 30, 26

+87.71K

0.74%

PARK AVENUE SECURITIES LLC

499.62K

Jun 30, 26

+499.62K

0.72%

Wealthcare Advisory Partners LLC

487.61K

Jun 30, 26

-1.46K

0.70%

Foster Group, Inc.

468.26K

Jun 30, 26

-8.17K

0.67%

Revolve Wealth Partners, LLC

449.30K

Jun 30, 26

+9.31K

0.65%

One Capital Management, LLC

416.21K

Jun 30, 26

0.60%

OpenArc Corporate Advisory, LLC

394.14K

Jun 30, 26

+38.71K

0.57%

Cetera Investment Advisers

382.52K

Jun 30, 26

-36.67K

0.55%

JANE STREET GROUP, LLC

357.46K

Jun 30, 26

+124.17K

0.51%

TD PRIVATE CLIENT WEALTH LLC

350.21K

Jun 30, 26

+30.56K

0.50%

Dynasty Wealth Management, LLC

335.22K

Jun 30, 26

+49.04K

0.48%

Allworth Financial LP

320.32K

Jun 30, 26

-33.47K

0.46%

STATE OF WISCONSIN INVESTMENT BOARD

285.80K

Jun 30, 26

0.41%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

271.97K

Jun 30, 26

+4.39K

0.39%

Cambridge Investment Research Advisors, Inc.

245.23K

Jun 30, 26

+21.73K

0.35%

MML INVESTORS SERVICES, LLC

235.36K

Jun 30, 26

+58.08K

0.34%

UBS ASSET MANAGEMENT AMERICAS INC

234.34K

Jun 30, 26

-237.92K

0.34%

Avidian Wealth Solutions, LLC

206.92K

Jun 30, 26

+24.75K

0.30%

ADVISOR GROUP HOLDINGS, INC.

202.06K

Jun 30, 26

+21.12K

0.29%

Mariner, LLC

201.23K

Jun 30, 26

+52.03K

0.29%

HighTower Advisors, LLC

190.20K

Jun 30, 26

-19.28K

0.27%

Sanctuary Advisors, LLC

187.56K

Jun 30, 26

+69.70K

0.27%

Keebeck Wealth Management, LLC

175.36K

Jun 30, 26

+6.62K

0.25%

CITADEL ADVISORS LLC

174.97K

Jun 30, 26

+76.79K

0.25%

WEALTHCARE CAPITAL MANAGEMENT LLC

170.69K

Jun 30, 26

-12.64K

0.25%

Crestwood Advisors Group LLC

154.65K

Jun 30, 26

-8.43K

0.22%

TruNorth Capital Management, LLC

154.03K

Jun 30, 26

+16.44K

0.22%

JFS WEALTH ADVISORS, LLC

153.59K

Jun 30, 26

-750

0.22%

SEEDS INVESTOR LLC

149.73K

Jun 30, 26

-242

0.22%

WILEY BROS.-AINTREE CAPITAL, LLC

147.92K

Jun 30, 26

+2.23K

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

139.79K

Jun 30, 26

+2.48K

0.20%

Waverly Advisors, LLC

133.65K

Jun 30, 26

+2.70K

0.19%

CULLEN/FROST BANKERS, INC.

124.71K

Jun 30, 26

+11.58K

0.18%

AMERIPRISE FINANCIAL INC

122.44K

Jun 30, 26

-27.88K

0.18%

Wealthspire Advisors, LLC

117.06K

Jun 30, 26

-3.71K

0.17%

MATHER GROUP, LLC.

116.32K

Jun 30, 26

-4.91K

0.17%

Savvy Advisors, Inc.

114.54K

Jun 30, 26

+566

0.16%

COLLECTIVE FAMILY OFFICE LLC

112.56K

Jun 30, 26

-561

0.16%

RENAISSANCE TECHNOLOGIES LLC

111.42K

Jun 30, 26

+91.32K

0.16%

Capital Investment Management, Inc.

109.86K

Jun 30, 26

+18.30K

0.16%

GREAT VALLEY ADVISOR GROUP, INC.

103.85K

Jun 30, 26

+5.37K

0.15%

ROYAL BANK OF CANADA

95.98K

Jun 30, 26

+27.53K

0.14%

Ascent Group, LLC

94.24K

Jun 30, 26

+78.38K

0.14%

MANNING & NAPIER ADVISORS LLC

91.90K

Jun 30, 26

+22.85K

0.13%

EXCEL SECURITIES & ASSOCIATES, INC.

91.79K

Jun 30, 26

+4.02K

0.13%

FIFTH THIRD BANCORP

89.80K

Jun 30, 26

+1.20K

0.13%

CX Institutional

87.48K

Jun 30, 26

+43.35K

0.13%

Integrated Wealth Concepts LLC

86.82K

Jun 30, 26

+40.10K

0.12%

McAdam, LLC

86.27K

Jun 30, 26

-69.66K

0.12%

Logan Stone Capital, LLC

80.12K

Jun 30, 26

+80.12K

0.12%

Invst, LLC

77.28K

Jun 30, 26

+4.86K

0.11%

Bleakley Financial Group, LLC

75.52K

Jun 30, 26

+63.91K

0.11%

Versant Capital Management, Inc

73.96K

Jun 30, 26

-13.19K

0.11%

Private Advisor Group, LLC

72.22K

Jun 30, 26

-4.27K

0.10%

Beacon Pointe Advisors, LLC

71.66K

Jun 30, 26

-2.89K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

69.31K

Jun 30, 26

-3.08K

0.10%

CHOREO, LLC

68.61K

Jun 30, 26

+601

0.10%

Evensky & Katz LLC

66.96K

Jun 30, 26

+4.37K

0.10%

Elequin Securities, LLC

66.25K

Jun 30, 26

+66.25K

0.10%

Fourth Dimension Wealth, LLC

65.73K

Jun 30, 26

-42.12K

0.09%

HARBOUR INVESTMENTS, INC.

63.39K

Jun 30, 26

+5.56K

0.09%

Tower Research Capital LLC (TRC)

63.08K

Jun 30, 26

+63.08K

0.09%

HHM Wealth Advisors, LLC

62.80K

Jun 30, 26

-12.29K

0.09%

INTEGRATED CAPITAL MANAGEMENT, INC.

61.16K

Jun 30, 26

-7.71K

0.09%

BlueChip Wealth Advisors LLC

60.55K

Jun 30, 26

+50.92K

0.09%

Aquire Wealth Advisors, LLC

60.10K

Jun 30, 26

-14.00K

0.09%

Towercrest Capital Management

55.95K

Jun 30, 26

-13.23K

0.08%

Johnson Financial Group, LLC

53.34K

Jun 30, 26

+2.78K

0.08%

Steele Capital Management, Inc.

52.48K

Jun 30, 26

-4.74K

0.08%

A4 Wealth Advisors LLC

51.83K

Jun 30, 26

+51.83K

0.07%

FORONJY FINANCIAL LLC

50.95K

Jun 30, 26

+15.00K

0.07%

Vise Technologies, Inc.

49.69K

Jun 30, 26

+4.29K

0.07%

Cornerstone Wealth Management, LLC

48.24K

Jun 30, 26

0.07%

SAX WEALTH ADVISORS, LLC

47.63K

Jun 30, 26

+16.63K

0.07%

Advisor OS, LLC

47.42K

Jun 30, 26

+593

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

45.62K

Jun 30, 26

+1.21K

0.07%

JONES FINANCIAL COMPANIES LLLP

44.03K

Jun 30, 26

+6.25K

0.06%

Advus Financial Partners, LLC

43.63K

Jun 30, 26

+345

0.06%

EFG International AG

43.13K

Jun 30, 26

+689

0.06%

CFS Investment Advisory Services, LLC

42.62K

Jun 30, 26

-811

0.06%

Alliance Wealth Management Group

41.20K

Jun 30, 26

-13.08K

0.06%

Quadrant Private Wealth Management, LLC

40.44K

Jun 30, 26

+40.44K

0.06%

Brinker Capital Investments, LLC

40.00K

Jun 30, 26

+7.19K

0.06%

Envestnet Portfolio Solutions, Inc.

38.89K

Jun 30, 26

+10.04K

0.06%

ShoreHaven Wealth Partners, LLC

36.22K

Jun 30, 26

+28.22K

0.05%

BCGM Wealth Management, LLC

35.36K

Jun 30, 26

+29.20K

0.05%

FMR LLC

35.30K

Jun 30, 26

+4.48K

0.05%

SWS Partners

33.63K

Jun 30, 26

+55

0.05%

Farther Finance Advisors, LLC

32.60K

Jun 30, 26

+583

0.05%

Gradient Investments LLC

32.50K

Jun 30, 26

+1.11K

0.05%

IFP Advisors, Inc

32.43K

Jun 30, 26

+10.37K

0.05%

Perigon Wealth Management, LLC

31.96K

Jun 30, 26

+25.82K

0.05%

NICOLET BANKSHARES INC

30.91K

Jun 30, 26

0.04%

Concurrent Investment Advisors, LLC

30.77K

Jun 30, 26

+22.41K

0.04%

Eagle Strategies LLC

29.76K

Jun 30, 26

+1.12K

0.04%

CITIGROUP INC

28.70K

Jun 30, 26

+876

0.04%

Janney Montgomery Scott LLC

28.32K

Jun 30, 26

+28.32K

0.04%

NOVUS ADVISORS, LLC

27.79K

Jun 30, 26

+167

0.04%

Midwest Financial Network, LLC

27.55K

Jun 30, 26

+4.63K

0.04%

EAGLE ROCK INVESTMENT COMPANY, LLC

27.38K

Jun 30, 26

-6.58K

0.04%

GAMMA Investing LLC

26.66K

Jun 30, 26

+7.27K

0.04%

Global Retirement Partners, LLC

26.33K

Jun 30, 26

+26.33K

0.04%

SEI INVESTMENTS CO

26.32K

Jun 30, 26

-2.25K

0.04%

Financial Network Wealth Management LLC

26.31K

Jun 30, 26

0.04%

CUMBERLAND ADVISORS INC

25.26K

Jun 30, 26

+2.16K

0.04%

Tilson Financial Group, Inc.

25.24K

Jun 30, 26

+937

0.04%

Fiduciary Alliance LLC

25.22K

Jun 30, 26

0.04%

Idaho Trust Bank

24.88K

Jun 30, 26

+573

0.04%

Mayflower Financial Advisors, LLC

23.93K

Jun 30, 26

+3.31K

0.03%

Pensionmark Financial Group, LLC

23.48K

Jun 30, 26

+888

0.03%

1900 WEALTH MANAGEMENT LLC

23.45K

Jun 30, 26

0.03%

FOCUS Wealth Advisors, LLC

23.22K

Jun 30, 26

+51

0.03%

Facet Wealth, Inc.

22.21K

Jun 30, 26

+3.33K

0.03%

LITTLE HOUSE CAPITAL LLC

22.11K

Jun 30, 26

+418

0.03%

IHT Wealth Management, LLC

22.03K

Jun 30, 26

-719.77K

0.03%

WBH ADVISORY INC

21.83K

Jun 30, 26

-4.05K

0.03%

Kestra Advisory Services, LLC

21.61K

Jun 30, 26

+6.28K

0.03%

Crabel Capital Management, LLC

21.55K

Jun 30, 26

+21.55K

0.03%

FLOW TRADERS U.S. LLC

21.23K

Jun 30, 26

+21.23K

0.03%

Signal Advisors Wealth, LLC

21.19K

Jun 30, 26

+876

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

21.05K

Jun 30, 26

+8.46K

0.03%

CYPRESS FINANCIAL PLANNING LLC

21.00K

Jun 30, 26

+1.87K

0.03%

Bragg Financial Advisors, Inc

20.96K

Jun 30, 26

+3.29K

0.03%

WealthShield Partners, LLC

20.94K

Jun 30, 26

-15.29K

0.03%

Arkadios Wealth Advisors

20.86K

Jun 30, 26

-60

0.03%

Legacy Wealth Managment, LLC/ID

20.42K

Jun 30, 26

+20.42K

0.03%

Sanchez Gaunt Capital Management, LLC

20.16K

Jun 30, 26

+702

0.03%

MERCER GLOBAL ADVISORS INC /ADV

19.81K

Jun 30, 26

-9.29K

0.03%

Adviser Investments LLC

18.46K

Jun 30, 26

0.03%

Rockefeller Capital Management L.P.

18.42K

Jun 30, 26

-1.81K

0.03%

FINANCIAL LIFE ADVISORS

17.91K

Jun 30, 26

0.03%

Atria Investments, Inc

17.84K

Jun 30, 26

+10.21K

0.03%

Buckingham Strategic Partners

17.60K

Jun 30, 26

-1.13K

0.03%

Transcendent Capital Group LLC

17.43K

Jun 30, 26

-211

0.03%

ST GERMAIN D J CO INC

17.29K

Jun 30, 26

-1.14K

0.02%

AdvisorNet Financial, Inc

17.03K

Jun 30, 26

-34

0.02%

Meadowbrook Advisors Group, LLC

17.00K

Jun 30, 26

0.02%

HAZLETT, BURT & WATSON, INC.

16.74K

Jun 30, 26

0.02%

PRIVATE TRUST CO NA

16.68K

Jun 30, 26

+7.31K

0.02%

Linscomb & Williams, Inc.

16.36K

Jun 30, 26

-167

0.02%

BlackRock, Inc.

16.23K

Jun 30, 26

+299

0.02%

COLTON GROOME FINANCIAL ADVISORS, LLC

16.18K

Jun 30, 26

+10.43K

0.02%

DOPKINS WEALTH MANAGEMENT, LLC

15.73K

Jun 30, 26

-1.13K

0.02%

Aprio Wealth Management, LLC

15.66K

Jun 30, 26

+220

0.02%

Stokes Family Office, LLC

15.48K

Jun 30, 26

0.02%

CAPTRUST FINANCIAL ADVISORS

15.21K

Jun 30, 26

-340

0.02%

Creative Planning

15.16K

Jun 30, 26

-7.38K

0.02%

Fairway Wealth LLC

15.11K

Jun 30, 26

-358

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

14.80K

Jun 30, 26

-1.20K

0.02%

Balentine LLC

14.74K

Jun 30, 26

-24.25K

0.02%

Independent Wealth Network Inc.

14.22K

Jun 30, 26

0.02%

OPPENHEIMER & CO INC

14.12K

Jun 30, 26

+860

0.02%

Atomi Financial Group, Inc.

14.12K

Jun 30, 26

+227

0.02%

Wealthcare Capital Partners, LLC

14.05K

Jun 30, 26

-186

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

13.44K

Jun 30, 26

+30

0.02%

Steward Partners Investment Advisory, LLC

13.00K

Jun 30, 26

0.02%

Avantax Planning Partners, Inc.

12.71K

Jun 30, 26

0.02%

M1 Capital Management LLC

12.69K

Jun 30, 26

+2.68K

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

12.46K

Jun 30, 26

-173

0.02%

BNP PARIBAS ARBITRAGE, SNC

12.14K

Jun 30, 26

-10.71K

0.02%

AFT, FORSYTH & COMPANY, INC.

11.75K

Jun 30, 26

0.02%

FIRST TRUST ADVISORS LP

11.72K

Jun 30, 26

+405

0.02%

Ashton Thomas Private Wealth, LLC

11.37K

Jun 30, 26

0.02%

DORVAL Corp

11.14K

Jun 30, 26

-201

0.02%

Uniting Wealth Partners, LLC

10.95K

Jun 30, 26

0.02%

Legacy Edge Advisors, LLC

10.93K

Jun 30, 26

+10.93K

0.02%

Quantinno Capital Management LP

10.74K

Jun 30, 26

+4.01K

0.02%

Claro Advisors LLC

10.70K

Jun 30, 26

+10.70K

0.02%

Breakwater Investment Management

10.61K

Jun 30, 26

+9.54K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

10.44K

Jun 30, 26

0.02%

Gateway Wealth Partners, LLC

10.39K

Jun 30, 26

-2.14K

0.01%

Brucke Financial, Inc.

10.34K

Jun 30, 26

-616

0.01%

Resources Investment Advisors, LLC.

10.31K

Jun 30, 26

-1.53K

0.01%

Mainsail Financial Group, LLC

10.27K

Jun 30, 26

+10.27K

0.01%

Vertex Planning Partners, LLC

10.17K

Jun 30, 26

+1.27K

0.01%

FORVIS Wealth Advisors, LLC

9.87K

Jun 30, 26

-142

0.01%

Simplicity Wealth,LLC

9.42K

Jun 30, 26

+681

0.01%

Stablepoint Partners, LLC

9.30K

Jun 30, 26

+33

0.01%

Colony Group, LLC

9.28K

Jun 30, 26

+1.47K

0.01%

PFW Advisors LLC

9.27K

Jun 30, 26

0.01%

WEST MICHIGAN ADVISORS, LLC

9.11K

Jun 30, 26

+1.73K

0.01%

Wealth Alliance

9.05K

Jun 30, 26

+9.05K

0.01%

Venturi Wealth Management, LLC

8.86K

Jun 30, 26

0.01%

Hexagon Capital Partners LLC

8.81K

Jun 30, 26

+289

0.01%

Edgestream Partners, L.P.

8.80K

Jun 30, 26

+2.16K

0.01%

Quadrature Capital Ltd

8.79K

Jun 30, 26

+8.79K

0.01%

Strategic Blueprint, LLC

8.63K

Jun 30, 26

+4.00K

0.01%

Tortoise Investment Management, LLC

8.61K

Jun 30, 26

-2.40K

0.01%

HBK Sorce Advisory LLC

8.60K

Jun 30, 26

-1.67K

0.01%

JUNCTURE WEALTH STRATEGIES, LLC

8.30K

Jun 30, 26

+772

0.01%

Omega Financial Group, LLC

8.23K

Jun 30, 26

-59

0.01%

Friedenthal Financial

8.21K

Jun 30, 26

-227

0.01%

One Day In July LLC

8.17K

Jun 30, 26

0.01%

Tanager Wealth Management LLP

8.02K

Jun 30, 26

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

8.01K

Jun 30, 26

0.01%

Aventura Private Wealth, LLC

7.95K

Jun 30, 26

-111

0.01%

Icon Wealth Advisors, LLC

7.95K

Jun 30, 26

0.01%

SAWGRASS ASSET MANAGEMENT LLC

7.88K

Jun 30, 26

0.01%

ALESCO ADVISORS LLC

7.84K

Jun 30, 26

-1.56K

0.01%

SILVER OAK SECURITIES, INCORPORATED

7.67K

Jun 30, 26

-550

0.01%

B. Riley Wealth Advisors, Inc.

7.62K

Jun 30, 26

+7.62K

0.01%

Miracle Mile Advisors, LLC

7.41K

Jun 30, 26

+2.95K

0.01%

One Wealth Advisors, LLC

7.27K

Jun 30, 26

0.01%

Retirement Wealth Solutions LLC

7.17K

Jun 30, 26

-6.92K

0.01%

SigFig Wealth Management, LLC

7.00K

Jun 30, 26

+85

0.01%

Parkway Wealth Management Group, LLC

6.84K

Jun 30, 26

-1.03K

0.01%

Mattson Financial Services, LLC

6.80K

Jun 30, 26

-49

0.01%

Sowell Financial Services LLC

6.77K

Jun 30, 26

+177

0.01%

EverSource Wealth Advisors, LLC

6.64K

Jun 30, 26

0.01%

WEALTHGARDEN F.S. LLC

6.46K

Jun 30, 26

+1.83K

0.01%

Crews Bank & Trust

6.33K

Jun 30, 26

-500

0.01%

Strathmore Capital Advisors, Inc.

6.33K

Jun 30, 26

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

6.33K

Jun 30, 26

+54

0.01%

AQR CAPITAL MANAGEMENT LLC

6.32K

Jun 30, 26

0.01%

StoneX Group Inc.

6.26K

Jun 30, 26

+6.26K

0.01%

AE Wealth Management LLC

5.99K

Jun 30, 26

+2.99K

0.01%

Savant Capital, LLC

5.85K

Jun 30, 26

+5.85K

0.01%

Beaumont Financial Advisors, LLC

5.85K

Jun 30, 26

0.01%

Equitable Holdings, Inc.

5.78K

Jun 30, 26

+5.78K

0.01%

MAI Capital Management

5.67K

Jun 30, 26

+911

0.01%

RESOLUTE WEALTH ADVISOR, INC.

5.62K

Jun 30, 26

0.01%

XTX Topco Ltd

5.61K

Jun 30, 26

+5.61K

0.01%

Braun-Bostich & Associates Inc.

5.51K

Jun 30, 26

-20

0.01%

WealthTrust Axiom LLC

5.50K

Jun 30, 26

0.01%

Citizens National Bank Trust Department

5.50K

Jun 30, 26

0.01%

Rare Wolf Capital LLC

5.47K

Jun 30, 26

0.01%

Brooklyn FI, LLC

5.46K

Jun 30, 26

0.01%

Mount Yale Investment Advisors, LLC

5.29K

Jun 30, 26

-47

0.01%

Pacific Park Financial, Inc.

5.26K

Jun 30, 26

+515

0.01%

CIBC Bancorp USA Inc.

5.08K

Jun 30, 26

-1.39K

0.01%

EP Wealth Advisors, LLC

5.04K

Jun 30, 26

+5.04K

0.01%

CRA Financial Services, LLC

5.02K

Jun 30, 26

0.01%

Inscription Capital, LLC

5.00K

Jun 30, 26

0.01%

VisionPoint Advisory Group, LLC

4.93K

Jun 30, 26

+4.93K

0.01%

BURLING WEALTH PARTNERS, LLC

4.88K

Jun 30, 26

+4.88K

0.01%

JOHNSON INVESTMENT COUNSEL INC

4.85K

Jun 30, 26

-173

0.01%

Investment Planning Advisors, Inc.

4.81K

Jun 30, 26

-1.27K

0.01%

GLR Partners, LLC

4.78K

Jun 30, 26

-2.04K

0.01%

Qube Research & Technologies Ltd

4.74K

Jun 30, 26

+4.74K

0.01%

Ridgeline Wealth, LLC

4.73K

Jun 30, 26

0.01%

Arista Wealth Management, LLC

4.66K

Jun 30, 26

0.01%

Taylor Hoffman Capital Management LLC

4.66K

Jun 30, 26

0.01%

Sequoia Financial Advisors, LLC

4.64K

Jun 30, 26

-91

0.01%

Exchange Bank

4.62K

Jun 30, 26

0.01%

Capital Advisors, Ltd. LLC

4.43K

Jun 30, 26

0.01%

BLUELINE ADVISORS LLC

4.24K

Jun 30, 26

+648

0.01%

GeoWealth Management, LLC

3.91K

Jun 30, 26

+1.02K

0.01%

BLAIR WILLIAM & CO/IL

3.80K

Jun 30, 26

0.01%

NBC SECURITIES, INC.

3.50K

Jun 30, 26

0.01%

Cornerstone Planning Group LLC

3.36K

Jun 30, 26

0.00%

Bank of New Hampshire

3.00K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

2.78K

Jun 30, 26

-15.33K

0.00%

Crewe Advisors LLC

2.74K

Jun 30, 26

+2.74K

0.00%

DELTA ASSET MANAGEMENT LLC/TN

2.60K

Jun 30, 26

+1.50K

0.00%

BROWN BROTHERS HARRIMAN & CO

2.60K

Jun 30, 26

0.00%

US BANCORP \DE\

2.40K

Jun 30, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

2.30K

Jun 30, 26

0.00%

Park Place Capital Corp

2.28K

Jun 30, 26

+275

0.00%

RICHARDSON FINANCIAL SERVICES INC.

2.17K

Jun 30, 26

-292

0.00%

1620 INVESTMENT ADVISORS, INC.

2.05K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

1.98K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

1.69K

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

1.68K

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.63K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.50K

Jun 30, 26

0.00%

MCF Advisors LLC

1.45K

Jun 30, 26

0.00%

Hurley Capital, LLC

1.17K

Jun 30, 26

+1.17K

0.00%

SITTNER & NELSON, LLC

1.15K

Jun 30, 26

0.00%

UMB Bank, n.a.

986

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

948

Jun 30, 26

+785

0.00%

Founders Financial Alliance, LLC

937

Jun 30, 26

0.00%

Signature Equity Partners, LLC

879

Jun 30, 26

-3.18K

0.00%

Capital Investment Advisory Services, LLC

840

Jun 30, 26

0.00%

Parkside Financial Bank & Trust

812

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

793

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

732

Jun 30, 26

-10.34K

0.00%

Salomon & Ludwin, LLC

731

Jun 30, 26

-60

0.00%

BALLAST ADVISORS LLC

647

Jun 30, 26

0.00%

Coston, McIsaac & Partners

609

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

561

Jun 30, 26

+561

0.00%

Greykasell Wealth Strategies, Inc.

555

Jun 30, 26

0.00%

Nvest Wealth Strategies, Inc.

554

Jun 30, 26

0.00%

Caitlin John, LLC

500

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

439

Jun 30, 26

+439

0.00%

Parallel Advisors, LLC

376

Jun 30, 26

0.00%

Spire Wealth Management

293

Jun 30, 26

-2

0.00%

N.E.W. Advisory Services LLC

280

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

268

Jun 30, 26

+265

0.00%

Ameritas Investment Partners, Inc.

225

Jun 30, 26

0.00%

Rachor Investment Advisory Services, LLC

207

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

205

Jun 30, 26

0.00%

Navigoe, LLC

200

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

169

Jun 30, 26

0.00%

COUNTRY TRUST BANK

120

Jun 30, 26

+120

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

105

Jun 30, 26

0.00%

Quaker Wealth Management, LLC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

-95

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

Jun 30, 26

+81

0.00%

Downshift Financial, LLC

Jun 30, 26

+78

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

0.00%

Caldwell Trust Co

Jun 30, 26

0.00%

Prestige Wealth Management Group LLC

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

0.00%

IFG Advisory, LLC

Jun 30, 26

+30

0.00%

Providence Capital Advisors, LLC

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

Jun 30, 26

0.00%

Longview Financial Advisors LLC

Jun 30, 26

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+13

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

Rossby Financial, LCC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

Networth Advisors, LLC

Jun 30, 26

0.00%

WealthCollab, LLC

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

BESSEMER GROUP INC

Jun 30, 26

-28

CI Private Wealth, LLC

Jun 30, 26

-7.63K

Global Wealth Strategies & Associates

Jun 30, 26

-11

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-70

ACT Advisors, LLC.

Jun 30, 26

-5.52K

Independent Advisor Alliance

Jun 30, 26

-25.65K

DHJJ Financial Advisors, Ltd.

Jun 30, 26

-1.01K

First Heartland Consultants, Inc.

Jun 30, 26

-9.03K

Western Wealth Management, LLC

Jun 30, 26

-2.08K

Missouri Trust & Investment Co

Jun 30, 26

-60

Strategic Financial Concepts, LLC

Jun 30, 26

-17.99K

Wealthfront Advisers LLC

Jun 30, 26

-4.44K

Oakwell Private Wealth Management, LLC

Jun 30, 26

-4.42K

Collaborative Wealth Managment Inc.

Jun 30, 26

-8.76K

RFG Advisory, LLC

Jun 30, 26

-6.96K

Root Financial Partners, LLC

Jun 30, 26

-2.91K

Kagan Cocozza Asset Management

Jun 30, 26

-5.42K

DIVERSIFY WEALTH MANAGEMENT, LLC

Jun 30, 26

-5.45K

Advisory Services Network, LLC

Jun 30, 26

-3.27K

SIGNATUREFD, LLC

Jun 30, 26

-3.88K

PFG Advisors

Jun 30, 26

-5.24K

Advisors Preferred, LLC

Jun 30, 26

-110.89K

Prime Capital Investment Advisors, LLC

Jun 30, 26

-6.78K

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

-46

Tenret Co LLC

140.77K

Mar 31, 26

0.20%

Northeast Financial Group, Inc.

67.84K

Mar 31, 26

-20.00K

0.10%

CWM, LLC

65.89K

Mar 31, 26

-8.05K

0.09%

Sunbelt Securities, Inc.

313

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

+69

0.00%

North Ridge Wealth Advisors, Inc.

Mar 31, 26

-3

0.00%

Austin Private Wealth, LLC

835.81K

Dec 31, 25

+110.58K

1.20%

COMERICA BANK

104.08K

Dec 31, 25

-3.64K

0.15%

PURE PORTFOLIOS HOLDINGS LLC

86.07K

Dec 31, 25

+1.65K

0.12%

NICOLET ADVISORY SERVICES, LLC

31.80K

Dec 31, 25

-1.71K

0.05%

Edge Financial Advisors LLC

11.40K

Dec 31, 25

+61

0.02%

CIBC Private Wealth Group, LLC

11.23K

Dec 31, 25

-2.33K

0.02%

FIRST NATIONAL CORP /MA/ /ADV

44.29K

Sep 30, 25

0.06%

EFG Asset Management (Americas) Corp.

42.33K

Sep 30, 25

+5.92K

0.06%

Pineridge Advisors LLC

25.47K

Sep 30, 25

+25.47K

0.04%

JFG Wealth Management, LLC

21.48K

Sep 30, 25

-20.15K

0.03%

Strive Asset Management, LLC

9.51K

Sep 30, 25

+2.07K

0.01%

SYNOVUS FINANCIAL CORP

4.72K

Sep 30, 25

+19

0.01%

Sterling Financial Group, Inc.

Sep 30, 25

-175.68K

AVANTAX ADVISORY SERVICES, INC.

60.72K

Jun 30, 25

+8.94K

0.09%

Moser Wealth Advisors, LLC

36.44K

Jun 30, 25

+1.00K

0.05%

Atria Wealth Solutions, Inc.

9.62K

Jun 30, 25

-13.21K

0.01%

My Legacy Advisors, LLC

4.92K

Jun 30, 25

-163

0.01%

Parkworth Wealth Management, Inc.

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+15

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

-7.13K

Orion Portfolio Solutions, LLC

26.47K

Mar 31, 25

+1.89K

0.04%

CAROLINAS WEALTH CONSULTING LLC

1.24K

Mar 31, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-16.98K

RAYMOND JAMES & ASSOCIATES

191.13K

Sep 30, 24

-89.73K

0.27%

Raymond James Financial Services Advisors, Inc.

65.47K

Sep 30, 24

+2.38K

0.09%

New Potomac Partners, LLC

19.77K

Sep 30, 24

-200

0.03%

Family Asset Management, LLC

11.57K

Sep 30, 24

-400

0.02%

Brophy Wealth Management, LLC

4.50K

Sep 30, 24

+4.50K

0.01%

Taylor Hoffman Wealth Management

4.66K

Jun 30, 24

0.01%

BlackRock Inc.

2.67K

Jun 30, 24

+257

0.00%

Private Ocean, LLC

2.02K

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

47.78K

Mar 31, 24

-5.71K

0.07%

Cetera Advisors LLC

35.74K

Mar 31, 24

+10.25K

0.05%

Charles Schwab Investment Advisory, Inc.

19.00K

Mar 31, 24

-786

0.03%

CAMBRIDGE TRUST CO

600

Mar 31, 24

0.00%

WEALTHSOURCE PARTNERS, LLC

20.95K

Dec 31, 23

-35.95K

0.03%

StrategIQ Financial Group, LLC

7.79K

Dec 31, 23

-2.60K

0.01%

PROVENCE WEALTH MANAGEMENT GROUP

6.79K

Dec 31, 23

+6.79K

0.01%

Bartlett & Co. LLC

4.92K

Dec 31, 23

+3.33K

0.01%

PATHSTONE FAMILY OFFICE, LLC

572.52K

Sep 30, 23

+572.52K

0.82%

ADVISOR PARTNERS II, LLC

103.39K

Sep 30, 23

+90.27K

0.15%

COLONY GROUP LLC

21.64K

Sep 30, 23

-534

0.03%

FREEDOM WEALTH ALLIANCE, LLC

13.75K

Sep 30, 23

-172

0.02%

Icon Wealth Partners, LLC

7.08K

Sep 30, 23

0.01%

Wealth CMT

76.27K

Jun 30, 23

-2.97K

0.11%

TimeScale Financial, Inc.

14.62K

Jun 30, 23

+1.03K

0.02%

Endurance Wealth Management, Inc.

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-4

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-320

CAPRIN ASSET MANAGEMENT LLC /ADV

4.23K

Dec 31, 22

+4.03K

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-26

Beaumont Financial Partners, LLC

296.28K

Sep 30, 22

-82.29K

0.43%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

66.64K

Sep 30, 22

+50.49K

0.10%

SADOFF INVESTMENT MANAGEMENT LLC

54.66K

Sep 30, 22

-1.00K

0.08%

American Portfolios Advisors

1.44K

Sep 30, 22

+1.44K

0.00%

Danda Trouve Investment Management, Inc.

1.05K

Sep 30, 22

+1.05K

0.00%

Covington Capital Management

500

Sep 30, 22

0.00%

FourThought Financial, LLC

245

Sep 30, 22

0.00%

Farmer Steven Patrick

61.85K

Jun 30, 22

+61.85K

0.09%

Cordasco Financial Network

3.25K

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-3.79K

Personal Wealth Partners

17.53K

Mar 31, 22

+107

0.03%

Lenox Wealth Advisors, LLC

7.68K

Mar 31, 22

+7.26K

0.01%

Freedman Financial Associates, Inc.

597

Mar 31, 22

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-3.27K

Pacific Edge Advisors, LLC

74.35K

Sep 30, 21

+16.10K

0.11%

DERBY & COMPANY, INC

61.89K

Sep 30, 21

-7.70K

0.09%

BBVA USA

15.63K

Sep 30, 21

+530

0.02%

C-J Advisory, Inc.

13.41K

Sep 30, 21

+30

0.02%

Covenant Multifamily Offices, LLC

4.95K

Sep 30, 21

-3.30K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

Sep 30, 21

-4.90K

Harborview Advisors, LLC

Sep 30, 21

-24.71K

USCA RIA LLC

6.17K

Jun 30, 21

0.01%

PNC Managed Account Solutions, Inc.

337

Jun 30, 21

+337

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

Jun 30, 21

-600

BBVA USA Bancshares, Inc.

14.95K

Mar 31, 21

0.02%

Paracle Advisors, LLC

7.28K

Mar 31, 21

-161

0.01%

WealthStone, Inc.

5.00K

Mar 31, 21

+5.00K

0.01%

Reby Advisors, LLC

120.82K

Dec 31, 20

+120.82K

0.17%

OLD MISSION CAPITAL, LLC

49.62K

Dec 31, 20

+49.62K

0.07%

Wealthspire Advisors, L.P.

49.15K

Sep 30, 20

+36.91K

0.07%

First Allied Advisory Services, Inc.

31.71K

Sep 30, 20

-3.71K

0.05%

Independence Advisors, LLC

18.93K

Sep 30, 20

0.03%

FRONTIER INVESTMENT MGMT CO

4.56K

Jun 30, 20

+4.56K

0.01%

TRUEWEALTH LLC

3.10K

Jun 30, 20

0.00%

Huber Financial Advisors, LLC

18.56K

Mar 31, 20

-1.49K

0.03%

Stratford Consulting, LLC

Mar 31, 20

+24

0.00%

Willingdon Wealth Management

Mar 31, 20

-547

Advisor Group, Inc.

97.65K

Dec 31, 19

+21.58K

0.14%

LADENBURG THALMANN FINANCIAL SERVICES INC.

55.46K

Dec 31, 19

+3.91K

0.08%

CXI Advisors

792

Dec 31, 19

+792

0.00%

1 NORTH WEALTH SERVICES LLC

Dec 31, 19

SUNTRUST BANKS INC

191.32K

Sep 30, 19

+4.37K

0.27%

BB&T SECURITIES, LLC

19.39K

Sep 30, 19

+11

0.03%

Wealth & Pension Services Group, Inc.

5.05K

Sep 30, 19

+11

0.01%

HARVEST CAPITAL MANAGEMENT INC

7.38K

Jun 30, 19

+500

0.01%

Live Your Vision, LLC

515

Mar 31, 19

0.00%

Sigma Investment Management Co

62.45K

Dec 31, 18

+62.45K

0.09%

CEDAR HILL ASSOCIATES, LLC

26.36K

Dec 31, 18

-17.36K

0.04%

WEALTHFRONT Corp

7.64M

Sep 30, 18

-138.40K

10.98%

Vestpro Financial Partners, Inc. dba CPF Texas

104.46K

Sep 30, 18

+6.58K

0.15%

Delta Dental Plan of Michigan, Inc.

47.70K

Jun 30, 18

0.07%

Hefty Wealth Partners

49.57K

Mar 31, 18

-13.71K

0.07%

Oak Point Wealth Management

32.59K

Mar 31, 18

-17.55K

0.05%

Allegis Investment Advisors, LLC

Mar 31, 18

-4.45K

WealthShield, LLC

3.68K

Dec 31, 17

+3.68K

0.01%

BB&T INVESTMENT SERVICES, INC.

1.58K

Dec 31, 17

+844

0.00%

SII INVESTMENTS INC/WI

Dec 31, 17

-4.56K

RAY GERALD L & ASSOCIATES LTD

5.00K

Sep 30, 17

0.01%

Commonwealth Equity Services, Inc

1.64M

Jun 30, 17

+105.56K

2.35%

Virtu KCG Holdings LLC

21.07K

Jun 30, 17

+21.07K

0.03%

Independent Portfolio Consultants, Inc.

Jun 30, 17

-45

0.00%

FIRST FINANCIAL EQUITY CORPORATION

5.85K

Mar 31, 17

+5.85K

0.01%

Kernodle & Katon Asset Management Group, LLC

Mar 31, 17

-610

BlackRock Investment Management, LLC

48.63K

Dec 31, 16

+48.63K

0.07%

MSI Financial Services Inc

15.94K

Dec 31, 16

-1.15K

0.02%

TMFS HOLDINGS LLC

5.47K

Sep 30, 16

+5.47K

0.01%

VSR Financial Services, Inc.

28.05K

Jun 30, 16

-4.18K

0.04%

NEWGATE CAPITAL MANAGEMENT LLC

Jun 30, 16

-14.55K

Gupta Wealth Management LLC

1.60K

Mar 31, 16

+1.60K

0.00%