State Street DoubleLine Total Return Tactical ETF(TOTL)

$37.67—Stale · unknown old

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State Street DoubleLine Total Return Tactical ETF(TOTL)

NYSE • Last print unknown ago

$37.67—Stale · unknown old

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TOTL(TOTL)

TOTL

Institutional Ownership

Top 544 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	11.92M	Jun 30, 26	-1.90M	11.06%
MORGAN STANLEY	6.89M	Jun 30, 26	+76.98K	6.39%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5.98M	Jun 30, 26	+331.48K	5.54%
ENVESTNET ASSET MANAGEMENT INC	4.95M	Jun 30, 26	+833.20K	4.59%
LPL Financial LLC	4.36M	Jun 30, 26	+252.19K	4.04%
TECTONIC ADVISORS LLC	2.65M	Jun 30, 26	+106.06K	2.46%
ADVISOR GROUP HOLDINGS, INC.	2.27M	Jun 30, 26	+516.42K	2.10%
UBS Group AG	2.26M	Jun 30, 26	+91.31K	2.10%
BANK OF AMERICA CORP /DE/	2.22M	Jun 30, 26	+72.36K	2.06%
WELLS FARGO & COMPANY/MN	1.81M	Jun 30, 26	-81.48K	1.68%
CI Private Wealth, LLC	1.70M	Jun 30, 26	+371.91K	1.58%
Kestra Investment Management, LLC	1.69M	Jun 30, 26	-292.52K	1.57%
CAPITAL ADVISORS INC/OK	1.37M	Jun 30, 26	-22.37K	1.27%
Cheviot Value Management, LLC	1.37M	Jun 30, 26	-11.74K	1.27%
ROYAL BANK OF CANADA	1.28M	Jun 30, 26	-81.98K	1.19%
Morling Financial Advisors, LLC	1.15M	Jun 30, 26	+45.46K	1.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.11M	Jun 30, 26	-95.30K	1.03%
Janney Montgomery Scott LLC	948.83K	Jun 30, 26	-7.50K	0.88%
Bank of New York Mellon Corp	852.37K	Jun 30, 26	+28.30K	0.79%
FAS Wealth Partners, Inc.	682.43K	Jun 30, 26	+140.65K	0.63%
WEATHERLY ASSET MANAGEMENT L. P.	678.85K	Jun 30, 26	+22.36K	0.63%
Horizon Investments, LLC	675.59K	Jun 30, 26	-1.98K	0.63%
WCG Wealth Advisors LLC	669.68K	Jun 30, 26	-14.72K	0.62%
HighTower Advisors, LLC	657.79K	Jun 30, 26	-24.78K	0.61%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	651.45K	Jun 30, 26	+4.72K	0.60%
PINNACLE ASSOCIATES LTD	636.58K	Jun 30, 26	+29.96K	0.59%
THRIVENT FINANCIAL FOR LUTHERANS	602.89K	Jun 30, 26	-61.47K	0.56%
San Luis Wealth Advisors LLC	561.78K	Jun 30, 26	-164.18K	0.52%
CAPTRUST FINANCIAL ADVISORS	559.13K	Jun 30, 26	-179.36K	0.52%
AQR CAPITAL MANAGEMENT LLC	554.52K	Jun 30, 26	+53.56K	0.51%
WOODMONT INVESTMENT COUNSEL LLC	533.29K	Jun 30, 26	+66.14K	0.49%
Main Street Financial Solutions, LLC	532.26K	Jun 30, 26	+19.62K	0.49%
LIGHTHOUSE FINANCIAL SERVICES INC /ADV	504.61K	Jun 30, 26	-2.19K	0.47%
HOWARD FINANCIAL SERVICES, LTD.	492.36K	Jun 30, 26	-43.81K	0.46%
RAYMOND JAMES FINANCIAL INC	458.57K	Jun 30, 26	-46.27K	0.43%
Canal Capital Management, LLC	423.79K	Jun 30, 26	+14.32K	0.39%
Cetera Investment Advisers	422.88K	Jun 30, 26	-14.16K	0.39%
Cambridge Investment Research Advisors, Inc.	397.94K	Jun 30, 26	-34.04K	0.37%
Colony Group, LLC	383.84K	Jun 30, 26	+18.78K	0.36%
1 NORTH WEALTH SERVICES LLC	381.62K	Jun 30, 26	+27.92K	0.35%
Steward Partners Investment Advisory, LLC	381.54K	Jun 30, 26	+19.63K	0.35%
Pinnacle Wealth Management Advisory Group, LLC	360.81K	Jun 30, 26	+23.15K	0.33%
MAI Capital Management	357.31K	Jun 30, 26	+9.86K	0.33%
Vista Private Wealth Partners. LLC	348.31K	Jun 30, 26	+25.27K	0.32%
Cornerstone Wealth Management, LLC	335.06K	Jun 30, 26	+67.23K	0.31%
VICUS CAPITAL	323.18K	Jun 30, 26	+3.54K	0.30%
NewEdge Advisors, LLC	321.03K	Jun 30, 26	-2.48K	0.30%
Ballew Advisors, Inc	288.03K	Jun 30, 26	+14.97K	0.27%
M Wealth Management, LLC	284.28K	Jun 30, 26	+5.99K	0.26%
Mariner, LLC	281.53K	Jun 30, 26	+28.21K	0.26%
Envestnet Portfolio Solutions, Inc.	279.96K	Jun 30, 26	+76.11K	0.26%
Concurrent Investment Advisors, LLC	273.07K	Jun 30, 26	-375.30K	0.25%
Journey Advisory Group, LLC	267.19K	Jun 30, 26	-246.68K	0.25%
Brookstone Capital Management	265.56K	Jun 30, 26	-48.23K	0.25%
Bedel Financial Consulting, Inc.	264.07K	Jun 30, 26	+10.60K	0.24%
Finivi Inc.	261.51K	Jun 30, 26	-2.96K	0.24%
Austin Wealth Management, LLC	253.10K	Jun 30, 26	-9.60K	0.23%
Cerro Pacific Wealth Advisors LLC	248.70K	Jun 30, 26	+23.98K	0.23%
TRUIST FINANCIAL CORP	230.22K	Jun 30, 26	+32.31K	0.21%
Stablepoint Partners, LLC	219.75K	Jun 30, 26	+8.17K	0.20%
JPMORGAN CHASE & CO	212.41K	Jun 30, 26	+46.51K	0.20%
Rose Capital Advisors LLC	195.82K	Jun 30, 26	+195.82K	0.18%
Kestra Advisory Services, LLC	193.35K	Jun 30, 26	+17.47K	0.18%
RMB Capital Management, LLC	188.86K	Jun 30, 26	-35.05K	0.18%
Valmark Advisers, Inc.	185.24K	Jun 30, 26	+159.22K	0.17%
Elmwood Wealth Management, Inc.	181.74K	Jun 30, 26	+6.54K	0.17%
Inman Jager Wealth Management, LLC	180.47K	Jun 30, 26	+12.24K	0.17%
Beacon Pointe Advisors, LLC	179.98K	Jun 30, 26	-49.66K	0.17%
V2 Financial group LLC	172.12K	Jun 30, 26	+1.78K	0.16%
Paradigm Financial Partners, LLC	153.54K	Jun 30, 26	+153.54K	0.14%
Visionary Wealth Advisors	152.55K	Jun 30, 26	+11.73K	0.14%
VISIONARY HORIZONS, LLC	149.89K	Jun 30, 26	-4.11K	0.14%
Private Advisor Group, LLC	147.84K	Jun 30, 26	-148.00K	0.14%
Diversified Portfolios, Inc.	147.26K	Jun 30, 26	-85.41K	0.14%
Waverly Advisors, LLC	147.00K	Jun 30, 26	+11.79K	0.14%
JONES FINANCIAL COMPANIES LLLP	143.96K	Jun 30, 26	+5.37K	0.13%
Keystone Financial Group	141.44K	Jun 30, 26	-3.31K	0.13%
Freedom Financial Partners LLC	139.41K	Jun 30, 26	-1.48K	0.13%
Aprio Wealth Management, LLC	137.89K	Jun 30, 26	+117.85K	0.13%
Summit Financial, LLC	137.00K	Jun 30, 26	+119.98K	0.13%
Transamerica Financial Advisors, Inc.	135.00K	Jun 30, 26	-6.69K	0.13%
HARBOUR INVESTMENTS, INC.	134.02K	Jun 30, 26	+5.39K	0.12%
ARS Wealth Advisors Group, LLC	132.44K	Jun 30, 26	+82.19K	0.12%
USAdvisors Wealth Management, LLC	130.43K	Jun 30, 26	+41.69K	0.12%
Geneos Wealth Management Inc.	126.93K	Jun 30, 26	+35.23K	0.12%
SUMMITPOINT CAPITAL MANAGEMENT	125.52K	Jun 30, 26	+11.44K	0.12%
CASTLEKEEP INVESTMENT ADVISORS LLC	123.74K	Jun 30, 26	+54.10K	0.11%
Lunt Capital Management, Inc.	122.33K	Jun 30, 26	-2.01K	0.11%
CITADEL ADVISORS LLC	121.53K	Jun 30, 26	+121.53K	0.11%
Napier Financial, LLC	114.82K	Jun 30, 26	+3.55K	0.11%
HighPoint Advisor Group LLC	114.22K	Jun 30, 26	+20.61K	0.11%
Prime Capital Investment Advisors, LLC	113.69K	Jun 30, 26	+4.36K	0.11%
ASSETMARK, INC	113.31K	Jun 30, 26	-65.56K	0.11%
Pinnacle Financial Group, LLC / IL	111.79K	Jun 30, 26	+2.64K	0.10%
COMMONWEALTH EQUITY SERVICES, LLC	111.15K	Jun 30, 26	-4.86K	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	110.89K	Jun 30, 26	-1.95K	0.10%
ENTREWEALTH, LLC	104.80K	Jun 30, 26	+2.58K	0.10%
AlphaCore Capital LLC	103.78K	Jun 30, 26	-604	0.10%
CAPITAL FINANCIAL GROUP INC\CO\ /ADV	103.50K	Jun 30, 26	+17.29K	0.10%
PARAGON CAPITAL MANAGEMENT INC	100.13K	Jun 30, 26	+3.52K	0.09%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	97.48K	Jun 30, 26	-37.72K	0.09%
Wakefield Asset Management LLLP	97.04K	Jun 30, 26	+6.52K	0.09%
EP Wealth Advisors, LLC	94.87K	Jun 30, 26	-9.02K	0.09%
Brinker Capital Investments, LLC	94.27K	Jun 30, 26	+1.40K	0.09%
Premier Private Wealth Management LLC	91.34K	Jun 30, 26	-4.94K	0.08%
Family Capital Trust Co	89.74K	Jun 30, 26	--	0.08%
Redwood Park Advisors LLC	87.05K	Jun 30, 26	+1.96K	0.08%
CreativeOne Wealth, LLC	86.06K	Jun 30, 26	+1.15K	0.08%
HB Wealth Management, LLC	85.45K	Jun 30, 26	-11.02K	0.08%
Heritage Wealth Management, Inc. /CA/	84.34K	Jun 30, 26	+7.03K	0.08%
Sharkey, Howes & Javer	81.33K	Jun 30, 26	-72.62K	0.08%
Smartleaf Asset Management LLC	81.11K	Jun 30, 26	--	0.08%
STIFEL FINANCIAL CORP	80.62K	Jun 30, 26	+10.98K	0.07%
John W. Brooker & Co., CPAs	77.89K	Jun 30, 26	+4.82K	0.07%
Bank of New Hampshire	77.59K	Jun 30, 26	+34.55K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	67.26K	Jun 30, 26	+43.06K	0.06%
Lido Advisors, LLC	65.14K	Jun 30, 26	+20.29K	0.06%
AXXCESS WEALTH MANAGEMENT, LLC	65.07K	Jun 30, 26	-2.57K	0.06%
Leeward Financial Partners, LLC	64.91K	Jun 30, 26	+6.13K	0.06%
Midwest Financial Network, LLC	61.47K	Jun 30, 26	+9.57K	0.06%
Sanctuary Advisors, LLC	60.15K	Jun 30, 26	-819	0.06%
Advyzon Investment Management, LLC	59.53K	Jun 30, 26	+6.57K	0.06%
Johnson Bixby & Associates, LLC	58.85K	Jun 30, 26	-27.67K	0.05%
Capital Advisors, Ltd. LLC	58.67K	Jun 30, 26	+816	0.05%
Cerity Partners LLC	58.03K	Jun 30, 26	-1.72K	0.05%
Lionsbridge Wealth Management LLC	56.05K	Jun 30, 26	-2.20K	0.05%
Cornerstone Advisory, LLC	54.97K	Jun 30, 26	+1.70K	0.05%
All Terrain Financial Advisors, LLC	54.83K	Jun 30, 26	-222	0.05%
Jacobi Capital Management LLC	54.02K	Jun 30, 26	-2.18K	0.05%
Principia Wealth Advisory, LLC	52.77K	Jun 30, 26	+7.75K	0.05%
OLD MISSION CAPITAL LLC	52.60K	Jun 30, 26	+52.60K	0.05%
Fortis Advisors, LLC	52.28K	Jun 30, 26	+551	0.05%
Medallion Wealth Advisors, LLC	51.68K	Jun 30, 26	-3.17K	0.05%
Glen Eagle Advisors, LLC	51.41K	Jun 30, 26	+1.26K	0.05%
Cooper Financial Group	50.74K	Jun 30, 26	+15.96K	0.05%
Capital Asset Advisory Services LLC	45.24K	Jun 30, 26	-825	0.04%
Ariadne Wealth Management, LP	44.95K	Jun 30, 26	+2.61K	0.04%
RENAISSANCE TECHNOLOGIES LLC	44.61K	Jun 30, 26	+30.81K	0.04%
Rockefeller Capital Management L.P.	44.09K	Jun 30, 26	+8.93K	0.04%
MPWM ADVISORY SOLUTIONS, LLC	43.40K	Jun 30, 26	+8.63K	0.04%
WILLIAM JOHN SEMPOLINSKI	40.98K	Jun 30, 26	+2.98K	0.04%
Pointe Capital Management LLC	39.93K	Jun 30, 26	+3.19K	0.04%
Selby Wealth Management, LLC	39.20K	Jun 30, 26	-8.20K	0.04%
HOLLENCREST CAPITAL MANAGEMENT	38.88K	Jun 30, 26	-483	0.04%
Connecticut Wealth Management, LLC	38.75K	Jun 30, 26	+74	0.04%
Symphony Financial, Ltd. Co.	37.91K	Jun 30, 26	+10.42K	0.04%
1620 INVESTMENT ADVISORS, INC.	37.48K	Jun 30, 26	-1.56K	0.03%
TD PRIVATE CLIENT WEALTH LLC	37.13K	Jun 30, 26	+33.61K	0.03%
Marshall Financial Group LLC	37.13K	Jun 30, 26	+673	0.03%
Jefferson Bridge Capital, LLC	36.76K	Jun 30, 26	-434	0.03%
Wealth Enhancement Trust Services, Inc.	34.65K	Jun 30, 26	+11.47K	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	33.88K	Jun 30, 26	-776	0.03%
Baird Financial Group, Inc.	33.65K	Jun 30, 26	+791	0.03%
Tranquilli Financial Advisor LLC	33.48K	Jun 30, 26	+3.35K	0.03%
Equitable Holdings, Inc.	33.27K	Jun 30, 26	+3.28K	0.03%
Bouchey Financial Group Ltd	32.99K	Jun 30, 26	-2.40K	0.03%
GREEN SQUARE CAPITAL ADVISORS LLC	32.50K	Jun 30, 26	+2.50K	0.03%
Peak Financial Management, Inc.	32.47K	Jun 30, 26	-565	0.03%
Summit Asset Management, LLC	31.99K	Jun 30, 26	-9.56K	0.03%
Koshinski Asset Management, Inc.	31.86K	Jun 30, 26	-18.06K	0.03%
WEBSTER BANK, N. A.	31.72K	Jun 30, 26	+1.21K	0.03%
JANE STREET GROUP, LLC	30.40K	Jun 30, 26	-368.43K	0.03%
Mutual Advisors, LLC	30.24K	Jun 30, 26	+2.21K	0.03%
Worth Financial Advisory Group, LLC	29.72K	Jun 30, 26	+29.72K	0.03%
FIFTH THIRD BANCORP	29.66K	Jun 30, 26	-51.09K	0.03%
NBC SECURITIES, INC.	28.69K	Jun 30, 26	-6.45K	0.03%
SK Wealth Management, LLC	27.63K	Jun 30, 26	-9.12K	0.03%
PFG Investments, LLC	26.96K	Jun 30, 26	-8.21K	0.03%
MBL Wealth, LLC	26.49K	Jun 30, 26	-1.92K	0.02%
MOTCO	26.34K	Jun 30, 26	-214	0.02%
FIRST FOUNDATION ADVISORS	26.04K	Jun 30, 26	--	0.02%
Strategic Family Wealth Counselors, L.L.C.	25.81K	Jun 30, 26	-9.74K	0.02%
Veracity Capital LLC	25.14K	Jun 30, 26	+25.14K	0.02%
Pettinga Financial Advisors, LLC	24.14K	Jun 30, 26	+18.40K	0.02%
Strathmore Capital Advisors, Inc.	23.85K	Jun 30, 26	-400	0.02%
Perennial Investment Advisors, LLC	23.82K	Jun 30, 26	-471	0.02%
American Institute for Advanced Investment Management, LLP	23.39K	Jun 30, 26	+632	0.02%
GOLDMAN SACHS GROUP INC	23.27K	Jun 30, 26	+23.27K	0.02%
Merit Financial Group, LLC	22.36K	Jun 30, 26	-1.71K	0.02%
Arkadios Wealth Advisors	22.26K	Jun 30, 26	+4.08K	0.02%
IFP Advisors, Inc	21.95K	Jun 30, 26	+16.61K	0.02%
VestGen Advisors, LLC	21.68K	Jun 30, 26	-1.47K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	21.55K	Jun 30, 26	+257	0.02%
BCS Wealth Management	21.36K	Jun 30, 26	+47	0.02%
Alaethes Wealth LLC	21.34K	Jun 30, 26	+1.13K	0.02%
Farther Finance Advisors, LLC	21.07K	Jun 30, 26	-2.40K	0.02%
GREATMARK INVESTMENT PARTNERS, INC.	20.23K	Jun 30, 26	-3.75K	0.02%
Carlton Hofferkamp & Jenks Wealth Management, LLC	19.17K	Jun 30, 26	-194	0.02%
SHELTON CAPITAL MANAGEMENT	18.73K	Jun 30, 26	-19.29K	0.02%
CIBC WORLD MARKET INC.	18.23K	Jun 30, 26	+500	0.02%
PFG Advisors	17.93K	Jun 30, 26	-1.77K	0.02%
MML INVESTORS SERVICES, LLC	17.77K	Jun 30, 26	+5.30K	0.02%
Independent Wealth Network Inc.	17.38K	Jun 30, 26	+1.72K	0.02%
McNamara Financial Services, Inc.	16.59K	Jun 30, 26	+1.27K	0.02%
Sachetta, LLC	16.49K	Jun 30, 26	-2.18K	0.02%
CENTAURUS FINANCIAL, INC.	16.36K	Jun 30, 26	+1.70K	0.02%
DUDLEY CAPITAL MANAGEMENT, LLC	16.27K	Jun 30, 26	--	0.02%
Spinnaker Investment Group, LLC	16.26K	Jun 30, 26	+5.76K	0.02%
Beckerman Institutional, LLC	16.20K	Jun 30, 26	-31	0.02%
Pinnacle Family Advisors, LLC	15.94K	Jun 30, 26	+1.18K	0.01%
Trilogy Capital Inc.	15.82K	Jun 30, 26	-2.30K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	15.81K	Jun 30, 26	+964	0.01%
Creative Planning	15.80K	Jun 30, 26	-852	0.01%
Triumph Capital Management	15.35K	Jun 30, 26	+3.02K	0.01%
Unified Investment Management	15.32K	Jun 30, 26	-1.20K	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	15.26K	Jun 30, 26	+326	0.01%
SRS Capital Advisors, Inc.	14.83K	Jun 30, 26	+14.83K	0.01%
Vantus Wealth LLC	14.63K	Jun 30, 26	+14.63K	0.01%
Clearstead Advisors, LLC	14.37K	Jun 30, 26	-433	0.01%
Atlas Wealth LLC	14.30K	Jun 30, 26	-17.32K	0.01%
FLAGSTAR ADVISORS INC.	14.20K	Jun 30, 26	+157	0.01%
JBR Co Financial Management Inc	13.77K	Jun 30, 26	+13.77K	0.01%
Chicago Partners Investment Group LLC	13.73K	Jun 30, 26	-952	0.01%
Paragon Capital Management Ltd	13.70K	Jun 30, 26	-125	0.01%
MACROVIEW INVESTMENT MANAGEMENT LLC	13.68K	Jun 30, 26	+313	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	13.66K	Jun 30, 26	--	0.01%
LAIRD NORTON TRUST COMPANY, LLC	13.41K	Jun 30, 26	--	0.01%
Western Wealth Management, LLC	13.35K	Jun 30, 26	-2.50K	0.01%
Barnes Wealth Management Group, Inc	13.19K	Jun 30, 26	+1.89K	0.01%
CRUX WEALTH ADVISORS	13.07K	Jun 30, 26	+23	0.01%
Savant Capital, LLC	12.60K	Jun 30, 26	+7.30K	0.01%
Westmount Partners, LLC	12.53K	Jun 30, 26	-305	0.01%
M Holdings Securities, Inc.	12.51K	Jun 30, 26	+44	0.01%
Global Retirement Partners, LLC	12.16K	Jun 30, 26	+12.16K	0.01%
Blue Zone Wealth Advisors, LLC	12.11K	Jun 30, 26	+151	0.01%
DAVENPORT & Co LLC	12.10K	Jun 30, 26	+359	0.01%
NORTHBRIDGE FINANCIAL GROUP, LLC	11.68K	Jun 30, 26	+2.09K	0.01%
Hudson Capital Management LLC	11.41K	Jun 30, 26	+5.89K	0.01%
Asset One Wealth Management LLC	10.99K	Jun 30, 26	-781	0.01%
AE Wealth Management LLC	10.69K	Jun 30, 26	-396	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	10.61K	Jun 30, 26	+1.73K	0.01%
Diversify Advisory Services, LLC	10.61K	Jun 30, 26	+10.61K	0.01%
Atria Investments, Inc	10.52K	Jun 30, 26	+1.98K	0.01%
Ballast Financial Advisors LLC	10.52K	Jun 30, 26	-252	0.01%
First Heartland Consultants, Inc.	10.46K	Jun 30, 26	+2.40K	0.01%
BITTERROOT CAPITAL ADVISORS LLC	10.21K	Jun 30, 26	+95	0.01%
Blueprint Investment Partners LLC	10.21K	Jun 30, 26	+10.21K	0.01%
Pensionmark Financial Group, LLC	10.16K	Jun 30, 26	-419	0.01%
LexAurum Advisors, LLC	9.58K	Jun 30, 26	--	0.01%
Monument Capital Management	9.56K	Jun 30, 26	+9.56K	0.01%
NWAM LLC	9.55K	Jun 30, 26	+9.55K	0.01%
Addison Capital Co	9.34K	Jun 30, 26	-2.97K	0.01%
Strategic Investment Advisors / MI	9.30K	Jun 30, 26	-6.40K	0.01%
Signature Equity Partners, LLC	9.09K	Jun 30, 26	+2.90K	0.01%
Beaumont Financial Advisors, LLC	8.86K	Jun 30, 26	--	0.01%
Objective Capital Management, LLC	8.80K	Jun 30, 26	+2.10K	0.01%
BLAIR WILLIAM & CO/IL	8.76K	Jun 30, 26	--	0.01%
Betterment LLC	8.66K	Jun 30, 26	+1.73K	0.01%
American Trust	8.66K	Jun 30, 26	-14	0.01%
Helium Advisors LLC	8.47K	Jun 30, 26	+99	0.01%
TWO SIGMA SECURITIES, LLC	8.43K	Jun 30, 26	+8.43K	0.01%
Saiph Capital, LLC	8.43K	Jun 30, 26	+1.01K	0.01%
GeoWealth Management, LLC	8.41K	Jun 30, 26	-614	0.01%
CALTON & ASSOCIATES, INC.	8.27K	Jun 30, 26	-5.51K	0.01%
SYM FINANCIAL Corp	8.22K	Jun 30, 26	+359	0.01%
49 WEALTH MANAGEMENT, LLC	8.19K	Jun 30, 26	+8.19K	0.01%
ALONGSIDE, LLC	8.19K	Jun 30, 26	+8.19K	0.01%
Thompson David Blair	8.06K	Jun 30, 26	-1.86K	0.01%
PRIVATE TRUST CO NA	7.95K	Jun 30, 26	-11.47K	0.01%
Aufman Associates Inc	7.74K	Jun 30, 26	+85	0.01%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	7.67K	Jun 30, 26	--	0.01%
MONEY CONCEPTS CAPITAL CORP	7.60K	Jun 30, 26	-117	0.01%
Financial Engines Advisors L.L.C.	7.59K	Jun 30, 26	+457	0.01%
FIDUCIARY TRUST CO	7.40K	Jun 30, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	7.39K	Jun 30, 26	+7.39K	0.01%
WEALTHGARDEN F.S. LLC	7.21K	Jun 30, 26	+11	0.01%
Vise Technologies, Inc.	7.12K	Jun 30, 26	+638	0.01%
Endowment Wealth Management, Inc.	7.06K	Jun 30, 26	+308	0.01%
HRT FINANCIAL LP	7.03K	Jun 30, 26	+7.03K	0.01%
Essex Financial Services, Inc.	6.95K	Jun 30, 26	+80	0.01%
Cherry Tree Wealth Management, LLC	6.91K	Jun 30, 26	-230	0.01%
OPPENHEIMER & CO INC	6.80K	Jun 30, 26	-3.55K	0.01%
ASPIRIANT, LLC	6.77K	Jun 30, 26	-4.82K	0.01%
FIRST NATIONAL BANK OF OMAHA	6.73K	Jun 30, 26	-619	0.01%
Gateway Wealth Partners, LLC	6.69K	Jun 30, 26	-7.80K	0.01%
Collaborative Wealth Managment Inc.	6.60K	Jun 30, 26	-80	0.01%
THOMPSON DAVIS & CO., INC.	6.40K	Jun 30, 26	+1.15K	0.01%
Patten Group, Inc.	6.35K	Jun 30, 26	-1.14K	0.01%
INSIGNEO ADVISORY SERVICES, LLC	6.23K	Jun 30, 26	-3	0.01%
J.W. COLE ADVISORS, INC.	6.20K	Jun 30, 26	-151	0.01%
Ethos Financial Group, LLC	6.14K	Jun 30, 26	-4.84K	0.01%
CITIZENS FINANCIAL GROUP INC/RI	6.14K	Jun 30, 26	-4.29K	0.01%
Manhattan West Asset Management, LLC	6.13K	Jun 30, 26	+6.13K	0.01%
Continuum Advisory, LLC	6.11K	Jun 30, 26	-2.70K	0.01%
DKM Wealth Management, Inc.	6.08K	Jun 30, 26	--	0.01%
Financial Strategies Group, Inc.	6.07K	Jun 30, 26	+45	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	6.00K	Jun 30, 26	+6.00K	0.01%
COLTON GROOME FINANCIAL ADVISORS, LLC	5.98K	Jun 30, 26	-186	0.01%
RICHARDSON FINANCIAL SERVICES INC.	5.88K	Jun 30, 26	-3.33K	0.01%
Cornell Pochily Investment Advisors, Inc.	5.84K	Jun 30, 26	-2.99K	0.01%
FWL INVESTMENT MANAGEMENT, LLC	5.82K	Jun 30, 26	-233	0.01%
GW HENSSLER & ASSOCIATES LTD	5.81K	Jun 30, 26	--	0.01%
Integrated Wealth Concepts LLC	5.78K	Jun 30, 26	+5.78K	0.01%
Inspire Advisors, LLC	5.55K	Jun 30, 26	-1.09K	0.01%
Chris Bulman Inc	5.55K	Jun 30, 26	--	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	5.55K	Jun 30, 26	-647	0.01%
AMERIFLEX GROUP, INC.	5.47K	Jun 30, 26	+240	0.01%
DELTEC ASSET MANAGEMENT LLC	5.40K	Jun 30, 26	--	0.01%
Sentinus, LLC	5.36K	Jun 30, 26	+5.36K	0.00%
Stratos Wealth Partners, LTD.	5.35K	Jun 30, 26	-2.56K	0.00%
PMG Wealth Management, Inc.	5.35K	Jun 30, 26	-2.50K	0.00%
McElhenny Sheffield Capital Management, LLC	5.34K	Jun 30, 26	-1.20K	0.00%
VERUS CAPITAL PARTNERS, LLC	5.30K	Jun 30, 26	+158	0.00%
Quantinno Capital Management LP	5.28K	Jun 30, 26	+5.28K	0.00%
StoneX Group Inc.	5.13K	Jun 30, 26	+5.13K	0.00%
Westside Investment Management, Inc.	4.80K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	4.74K	Jun 30, 26	+4.74K	0.00%
Qube Research & Technologies Ltd	4.51K	Jun 30, 26	+4.51K	0.00%
Planning Strategies Inc.	4.35K	Jun 30, 26	+4.35K	0.00%
VALLEY NATIONAL ADVISERS INC	4.28K	Jun 30, 26	-224	0.00%
Allworth Financial LP	4.16K	Jun 30, 26	-24	0.00%
Laraway Financial Advisors Inc	4.14K	Jun 30, 26	+1	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	3.87K	Jun 30, 26	+591	0.00%
MCGUIRE CAPITAL ADVISORS INC	3.44K	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	3.02K	Jun 30, 26	+37	0.00%
Parallel Advisors, LLC	2.88K	Jun 30, 26	+2.11K	0.00%
EASTERN BANK	2.63K	Jun 30, 26	--	0.00%
US BANCORP \DE\	2.56K	Jun 30, 26	-813	0.00%
NATIONAL BANK OF CANADA /FI/	2.54K	Jun 30, 26	+605	0.00%
Ameritas Advisory Services, LLC	2.38K	Jun 30, 26	+2.38K	0.00%
Institute for Wealth Management, LLC.	2.28K	Jun 30, 26	+2.28K	0.00%
SBI Securities Co., Ltd.	2.26K	Jun 30, 26	+3	0.00%
MATHER GROUP, LLC.	2.13K	Jun 30, 26	--	0.00%
CITIGROUP INC	1.98K	Jun 30, 26	+270	0.00%
BROWN BROTHERS HARRIMAN & CO	1.96K	Jun 30, 26	+1.96K	0.00%
RAFFA WEALTH MANAGEMENT, LLC	1.95K	Jun 30, 26	-47	0.00%
Pinnacle Bancorp, Inc.	1.76K	Jun 30, 26	+176	0.00%
Capital Analysts, LLC	1.63K	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	1.61K	Jun 30, 26	+1.61K	0.00%
TD Waterhouse Canada Inc.	1.60K	Jun 30, 26	--	0.00%
Archer Investment Corp	1.59K	Jun 30, 26	--	0.00%
Oakmont Advisory Group, LLC	1.34K	Jun 30, 26	+1.34K	0.00%
Prestige Wealth Management Group LLC	1.24K	Jun 30, 26	-840	0.00%
GHP Investment Advisors, Inc.	1.12K	Jun 30, 26	+14	0.00%
CoreCap Advisors, LLC	1.04K	Jun 30, 26	-433	0.00%
United Community Bank	1.00K	Jun 30, 26	--	0.00%
Fourth Dimension Wealth, LLC	978	Jun 30, 26	-228	0.00%
CALDWELL SUTTER CAPITAL, INC.	923	Jun 30, 26	-248	0.00%
Tidemark, LLC	921	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	879	Jun 30, 26	+2	0.00%
Investors Research Corp	822	Jun 30, 26	--	0.00%
Washington Trust Advisors, Inc.	795	Jun 30, 26	--	0.00%
Paladin Advisory Group, LLC	693	Jun 30, 26	-310	0.00%
BANK OF MONTREAL /CAN/	640	Jun 30, 26	+105	0.00%
Larson Financial Group LLC	634	Jun 30, 26	+8	0.00%
Pinnacle Wealth Planning Services, Inc.	552	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	510	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	417	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	372	Jun 30, 26	+372	0.00%
FIDUCIARY FINANCIAL ADVISORS	336	Jun 30, 26	+336	0.00%
Keating Financial Advisory Services, Inc.	208	Jun 30, 26	+2	0.00%
SOA Wealth Advisors, LLC.	201	Jun 30, 26	--	0.00%
Pacifica Partners Inc.	200	Jun 30, 26	-685	0.00%
Godfrey Financial Associates, Inc.	185	Jun 30, 26	--	0.00%
Vision Retirement, LLC	136	Jun 30, 26	--	0.00%
TD Capital Management LLC	132	Jun 30, 26	+1	0.00%
LAM GROUP, INC.	120	Jun 30, 26	-35	0.00%
Quest 10 Wealth Builders, Inc.	113	Jun 30, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	90	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	85	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	68	Jun 30, 26	--	0.00%
LRI Investments, LLC	66	Jun 30, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	46	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	37	Jun 30, 26	-26	0.00%
BNP PARIBAS ARBITRAGE, SNC	35	Jun 30, 26	--	0.00%
BankPlus Trust Department	28	Jun 30, 26	--	0.00%
Graney & King, LLC	26	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	16	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	14	Jun 30, 26	+14	0.00%
Tower Research Capital LLC (TRC)	2	Jun 30, 26	-9	0.00%
BIP Wealth, LLC	--	Jun 30, 26	-6.92K	--
Verdence Capital Advisors LLC	--	Jun 30, 26	-15.41K	--
Eukles Asset Management	--	Jun 30, 26	-63	--
Gladstone Institutional Advisory LLC	--	Jun 30, 26	-9.15K	--
PROTECTIVE LIFE CORP	--	Jun 30, 26	-643	--
Sound Income Strategies, LLC	--	Jun 30, 26	-158	--
Lifeworks Advisors, LLC	--	Jun 30, 26	-5.30K	--
QP WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-5.77K	--
Elevation Advisory Partners LLC	--	Jun 30, 26	-9.17K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-1.64K	--
Strategic Financial Concepts, LLC	--	Jun 30, 26	-8.18K	--
Independent Advisor Alliance	--	Jun 30, 26	-22.97K	--
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	--	Jun 30, 26	-315	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-19.13K	--
ADG Wealth Management Group, LLC	--	Jun 30, 26	-96.98K	--
WJ Wealth Management, LLC	--	Jun 30, 26	-15.91K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-75.31K	--
Curtis Advisory Group, LLC	--	Jun 30, 26	-11.44K	--
Advisory Services Network, LLC	--	Jun 30, 26	-3.51K	--
Center For Asset Management LLC	--	Jun 30, 26	-5.65K	--
CWM, LLC	5.46M	Mar 31, 26	+714.90K	5.06%
Jaffetilchin Investment Partners, LLC	318.01K	Mar 31, 26	+95.55K	0.30%
Jackson Hole Capital Partners, LLC	17.71K	Mar 31, 26	--	0.02%
Smart Portfolios, LLC	9.38K	Mar 31, 26	+192	0.01%
U.S. Capital Wealth Advisors, LLC	7.37K	Mar 31, 26	-651	0.01%
SIGNET FINANCIAL MANAGEMENT, LLC	6.15K	Mar 31, 26	-150	0.01%
Sunbelt Securities, Inc.	737	Mar 31, 26	+6	0.00%
Anfield Capital Management, LLC	404	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	14	Mar 31, 26	+14	0.00%
Janney Capital Management LLC	674.14K	Dec 31, 25	-35.52K	0.63%
Litman Gregory Wealth Management LLC	175.96K	Dec 31, 25	-17.01K	0.16%
Alpha Cubed Investments, LLC	90.13K	Dec 31, 25	-8.06K	0.08%
COMERICA BANK	79.51K	Dec 31, 25	-11.47K	0.07%
Heritage Financial Services, LLC	10.52K	Dec 31, 25	--	0.01%
LongView Asset Management LLC	5.36K	Dec 31, 25	+12	0.00%
Northwest Capital Management Inc	3.67K	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	1.34K	Dec 31, 25	+1.34K	0.00%
New Millennium Group LLC	920	Dec 31, 25	-59	0.00%
GPS Wealth Strategies Group, LLC	312	Dec 31, 25	-2.24K	0.00%
PERRITT CAPITAL MANAGEMENT INC	--	Dec 31, 25	-4.75K	--
EWG Elevate Inc.	111.51K	Sep 30, 25	+9.21K	0.10%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	29.57K	Sep 30, 25	-1.76K	0.03%
WETHERBY ASSET MANAGEMENT INC	12.79K	Sep 30, 25	--	0.01%
COUNTRY CLUB BANK /GFN	7.11K	Sep 30, 25	-1.17K	0.01%
Financial Advocates Investment Management	--	Sep 30, 25	-13.43K	--
Family Firm, Inc.	122.43K	Jun 30, 25	+1.29K	0.11%
AVANTAX ADVISORY SERVICES, INC.	45.04K	Jun 30, 25	+3.45K	0.04%
Good Life Advisors, LLC	24.60K	Jun 30, 25	-558	0.02%
First Horizon Advisors, Inc.	250	Jun 30, 25	+3	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-32.20K	--
Orion Portfolio Solutions, LLC	113.83K	Mar 31, 25	-14.59K	0.11%
US FINANCIAL ADVISORS, LLC	103.33K	Mar 31, 25	+3.52K	0.10%
Callan Capital, LLC	100.63K	Mar 31, 25	+4.92K	0.09%
Aveo Capital Partners, LLC	5.56K	Mar 31, 25	-2.83K	0.01%
RE Dickinson Investment Advisors, LLC	109.27K	Dec 31, 24	+9.53K	0.10%
Private Portfolio Partners LLC	51.46K	Dec 31, 24	+3.23K	0.05%
Avitas Wealth Management LLC	28.11K	Dec 31, 24	+1.85K	0.03%
WMS Partners, LLC	7.36K	Dec 31, 24	-2.35K	0.01%
Executive Wealth Management, LLC	5.13K	Dec 31, 24	-6.75K	0.00%
Householder Group Estate & Retirement Specialist, LLC	2.53K	Dec 31, 24	-633	0.00%
WR Wealth Planners, LLC	115	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	532.29K	Sep 30, 24	-33.36K	0.49%
Raymond James Financial Services Advisors, Inc.	207.73K	Sep 30, 24	-142.81K	0.19%
New Potomac Partners, LLC	103.27K	Sep 30, 24	+15.37K	0.10%
Essex Private Wealth Management, LLC	23.33K	Sep 30, 24	-2.34K	0.02%
HARVEST VOLATILITY MANAGEMENT LLC	15.23K	Sep 30, 24	--	0.01%
Arden Trust Co	1.11M	Jun 30, 24	-32.43K	1.03%
Herr Investment Group LLC	199.56K	Jun 30, 24	-3.69K	0.19%
ICA Group Wealth Management, LLC	2.60K	Jun 30, 24	-12.96K	0.00%
Cetera Advisor Networks LLC	135.80K	Mar 31, 24	+30.10K	0.13%
Cetera Advisors LLC	48.51K	Mar 31, 24	+37.14K	0.05%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	13.21K	Mar 31, 24	+2.23K	0.01%
CAMBRIDGE TRUST CO	2.63K	Mar 31, 24	+2.63K	0.00%
Curi Wealth Management, LLC	231.46K	Dec 31, 23	-59.49K	0.21%
FOCUS FINANCIAL NETWORK INC /ADV	22.54K	Dec 31, 23	+22.54K	0.02%
DB Wealth Management Group, LLC	13.48K	Dec 31, 23	+5.18K	0.01%
BEDEL FINANCIAL CONSULTING INC	244.93K	Sep 30, 23	+244.93K	0.23%
COLONY GROUP LLC	95.39K	Sep 30, 23	+2.15K	0.09%
PFS INVESTMENTS INC.	721.42K	Jun 30, 23	+59.81K	0.67%
AJ WEALTH STRATEGIES, LLC	68.16K	Jun 30, 23	--	0.06%
Quantitative Advantage, LLC	416.13K	Mar 31, 23	+27.70K	0.39%
Cardinal Point Wealth Management Partners, LLC	14.18K	Mar 31, 23	-1.77K	0.01%
Catalyst Wealth Management, LLC	7.46K	Mar 31, 23	+698	0.01%
Ford Financial Group, LLC	--	Mar 31, 23	-194.53K	--
GAMBLE JONES INVESTMENT COUNSEL	261.69K	Dec 31, 22	-28.15K	0.24%
Cribstone Capital Management, LLC	141.05K	Dec 31, 22	+28.89K	0.13%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	123.43K	Dec 31, 22	+22.70K	0.11%
American Portfolios Advisors	444.13K	Sep 30, 22	-10.26K	0.41%
ACG Wealth	250.21K	Sep 30, 22	+8.74K	0.23%
Round Table Services, LLC	52.18K	Sep 30, 22	+52.18K	0.05%
KARLINSKI ANDREW C	24.80K	Sep 30, 22	-8.23K	0.02%
Beaumont Financial Partners, LLC	15.05K	Sep 30, 22	-1.41K	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	11.82K	Sep 30, 22	-6.64K	0.01%
Strategic Asset Management, LLC	5.00K	Sep 30, 22	+502	0.00%
American Research & Management Co.	305	Sep 30, 22	--	0.00%
HC FINANCIAL ADVISORS INC	122.12K	Jun 30, 22	-2.40K	0.11%
Corbenic Partners LLC	47.98K	Jun 30, 22	+199	0.04%
Minot Wealth Management LLC	18.67K	Jun 30, 22	-23.57K	0.02%
B. Riley Wealth Management, Inc.	10.75K	Jun 30, 22	+718	0.01%
Lake Point Wealth Management	179	Jun 30, 22	--	0.00%
Private Capital Group, LLC	--	Jun 30, 22	-1.71K	--
Fieldpoint Private Securities, LLC	--	Jun 30, 22	-50	--
Winfield Associates, Inc.	30.79K	Mar 31, 22	--	0.03%
Karn, Couzens & Associates, Inc.	6.55K	Mar 31, 22	--	0.01%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-7.33K	--
Investors Financial Group, LLC	9.08K	Dec 31, 21	-21	0.01%
NEXT Financial Group, Inc	3.29K	Dec 31, 21	+2.35K	0.00%
Cardinal Point Wealth Management LLC	219.58K	Sep 30, 21	+7.45K	0.20%
Brouwer & Janachowski, LLC	180.80K	Sep 30, 21	-18.63K	0.17%
Homrich & Berg	165.56K	Sep 30, 21	+3.13K	0.15%
Hochman Cole Investment Advisors, Inc.	4.82K	Sep 30, 21	-185	0.00%
BBVA USA	147	Sep 30, 21	--	0.00%
20/20 Capital Management, Inc.	88.48K	Jun 30, 21	+2.92K	0.08%
PNC Managed Account Solutions, Inc.	662	Jun 30, 21	+662	0.00%
Legacy Wealth Partners, Inc.	--	Jun 30, 21	-10.52K	--
Lighthouse Financial Advisors, Inc.	72.63K	Mar 31, 21	+1.04K	0.07%
SVA Wealth Management, LLC	126.08K	Dec 31, 20	-3.58K	0.12%
OLD MISSION CAPITAL, LLC	4.24K	Dec 31, 20	+4.24K	0.00%
Winslow, Evans & Crocker, Inc.	910	Dec 31, 20	+630	0.00%
Lucia Wealth Services, LLC	115.65K	Sep 30, 20	+15.86K	0.11%
First Allied Advisory Services, Inc.	110.51K	Sep 30, 20	+3.18K	0.10%
ETRADE Capital Management LLC	48.34K	Sep 30, 20	+80	0.04%
Kavar Capital Partners, LLC	8.00K	Sep 30, 20	+8.00K	0.01%
Global Financial Private Capital, Inc	995.68K	Jun 30, 20	-124.06K	0.92%
Argent Wealth Management LLC	49.18K	Jun 30, 20	-9.31K	0.05%
Huber Financial Advisors, LLC	39.09K	Mar 31, 20	-2.30K	0.04%
PagnatoKarp Partners LLC	9.48K	Mar 31, 20	+246	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.27M	Dec 31, 19	+156.84K	2.10%
Advisor Group, Inc.	298.76K	Dec 31, 19	-90.36K	0.28%
Beacon Pointe Wealth Advisors, LLC	11.83K	Dec 31, 19	-12.46K	0.01%
CXI Advisors	2.64K	Dec 31, 19	+2.64K	0.00%
1 NORTH WEALTH SERVICES LLC	--	Dec 31, 19	--	--
BB&T SECURITIES, LLC	29.36K	Sep 30, 19	-5.59K	0.03%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	19.14K	Sep 30, 19	+114	0.02%
Guidant Wealth Advisors	5.93K	Sep 30, 19	+13	0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	2.00K	Sep 30, 19	--	0.00%
Shamrock Asset Management LLC	890	Sep 30, 19	-1.00K	0.00%
TMD & ASSOCIATES, INC	290.85K	Jun 30, 19	+2.21K	0.27%
Manifold Partners, LLC	44.20K	Jun 30, 19	-81.20K	0.04%
WealthTrust Fairport, LLC	110.29K	Mar 31, 19	+3.16K	0.10%
AVIANCE CAPITAL MANAGEMENT, LLC	35.32K	Mar 31, 19	-732	0.03%
HL FINANCIAL SERVICES LLC	31.65K	Mar 31, 19	+2.49K	0.03%
Ceros Financial Services Inc.	17.19K	Mar 31, 19	+17.19K	0.02%
Palo Capital, Inc.	112.40K	Dec 31, 18	-17.44K	0.10%
NORTHERN CAPITAL MANAGEMENT LLC	18.84K	Dec 31, 18	-490	0.02%
Clarfeld Financial Advisors, LLC	5.12K	Dec 31, 18	+5.12K	0.00%
HC Financial Advisors, Inc.	88.74K	Sep 30, 18	+3.75K	0.08%
Vestpro Financial Partners, Inc. dba CPF Texas	63.78K	Sep 30, 18	+482	0.06%
Lehman Financial Resources, Inc.	60.09K	Sep 30, 18	--	0.06%
Hefty Wealth Partners	49.41K	Mar 31, 18	+1.03K	0.05%
Oak Point Wealth Management	23.64K	Mar 31, 18	-736	0.02%
IFC Holdings Incorporated/FL	17.29K	Dec 31, 17	+5.37K	0.02%
BB&T INVESTMENT SERVICES, INC.	447	Dec 31, 17	+360	0.00%
HUTCHENS INVESTMENT MANAGEMENT INC	--	Dec 31, 17	-9.93K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-7.88K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-5.11K	--
Commonwealth Equity Services, Inc	1.11M	Jun 30, 17	+92.30K	1.03%
WFG Advisors, LP	382	Jun 30, 17	+182	0.00%
Virtu KCG Holdings LLC	--	Jun 30, 17	-7.92K	--
Integrated Wealth Management	56.49K	Mar 31, 17	-53	0.05%
LBA Wealth Management, LLC	2.43K	Mar 31, 17	--	0.00%
MSI Financial Services Inc	534.85K	Dec 31, 16	-45.54K	0.50%
Aft, Forsyth & Sober, LLC	248.80K	Dec 31, 16	-19.60K	0.23%
Braver Wealth Management, LLC	196.19K	Dec 31, 16	-7.47K	0.18%
Trutina Financial LLC	8.19K	Dec 31, 16	-85	0.01%
Argentus Capital Management, LLC	--	Dec 31, 16	-5.23K	--
VSR Financial Services, Inc.	50.28K	Jun 30, 16	+15.13K	0.05%
Investors Capital Advisory Services	5.41K	Jun 30, 16	+5.41K	0.01%
Strategic Capital Alternatives LLC	4.23K	Mar 31, 16	+4.23K	0.00%
Pinnacle Summer Investments, Inc.	--	Dec 31, 15	-6.79K	--
Good Harbor Financial, LLC	47.96K	Sep 30, 15	+16.32K	0.04%
J.P. Turner & Co Capital Mnagement, LLC	6.68K	Sep 30, 15	+6.68K	0.01%
Constellation Wealth Advisors, LLC	--	Sep 30, 15	-5.71K	--
MANAGED ACCOUNT ADVISORS LLC	13.68K	Jun 30, 15	+13.68K	0.01%

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Date

Change

% Held

FMR LLC

11.92M

Jun 30, 26

-1.90M

11.06%

MORGAN STANLEY

6.89M

Jun 30, 26

+76.98K

6.39%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.98M

Jun 30, 26

+331.48K

5.54%

ENVESTNET ASSET MANAGEMENT INC

4.95M

Jun 30, 26

+833.20K

4.59%

LPL Financial LLC

4.36M

Jun 30, 26

+252.19K

4.04%

TECTONIC ADVISORS LLC

2.65M

Jun 30, 26

+106.06K

2.46%

ADVISOR GROUP HOLDINGS, INC.

2.27M

Jun 30, 26

+516.42K

2.10%

UBS Group AG

2.26M

Jun 30, 26

+91.31K

2.10%

BANK OF AMERICA CORP /DE/

2.22M

Jun 30, 26

+72.36K

2.06%

WELLS FARGO & COMPANY/MN

1.81M

Jun 30, 26

-81.48K

1.68%

CI Private Wealth, LLC

1.70M

Jun 30, 26

+371.91K

1.58%

Kestra Investment Management, LLC

1.69M

Jun 30, 26

-292.52K

1.57%

CAPITAL ADVISORS INC/OK

1.37M

Jun 30, 26

-22.37K

1.27%

Cheviot Value Management, LLC

1.37M

Jun 30, 26

-11.74K

1.27%

ROYAL BANK OF CANADA

1.28M

Jun 30, 26

-81.98K

1.19%

Morling Financial Advisors, LLC

1.15M

Jun 30, 26

+45.46K

1.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.11M

Jun 30, 26

-95.30K

1.03%

Janney Montgomery Scott LLC

948.83K

Jun 30, 26

-7.50K

0.88%

Bank of New York Mellon Corp

852.37K

Jun 30, 26

+28.30K

0.79%

FAS Wealth Partners, Inc.

682.43K

Jun 30, 26

+140.65K

0.63%

WEATHERLY ASSET MANAGEMENT L. P.

678.85K

Jun 30, 26

+22.36K

0.63%

Horizon Investments, LLC

675.59K

Jun 30, 26

-1.98K

0.63%

WCG Wealth Advisors LLC

669.68K

Jun 30, 26

-14.72K

0.62%

HighTower Advisors, LLC

657.79K

Jun 30, 26

-24.78K

0.61%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

651.45K

Jun 30, 26

+4.72K

0.60%

PINNACLE ASSOCIATES LTD

636.58K

Jun 30, 26

+29.96K

0.59%

THRIVENT FINANCIAL FOR LUTHERANS

602.89K

Jun 30, 26

-61.47K

0.56%

San Luis Wealth Advisors LLC

561.78K

Jun 30, 26

-164.18K

0.52%

CAPTRUST FINANCIAL ADVISORS

559.13K

Jun 30, 26

-179.36K

0.52%

AQR CAPITAL MANAGEMENT LLC

554.52K

Jun 30, 26

+53.56K

0.51%

WOODMONT INVESTMENT COUNSEL LLC

533.29K

Jun 30, 26

+66.14K

0.49%

Main Street Financial Solutions, LLC

532.26K

Jun 30, 26

+19.62K

0.49%

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

504.61K

Jun 30, 26

-2.19K

0.47%

HOWARD FINANCIAL SERVICES, LTD.

492.36K

Jun 30, 26

-43.81K

0.46%

RAYMOND JAMES FINANCIAL INC

458.57K

Jun 30, 26

-46.27K

0.43%

Canal Capital Management, LLC

423.79K

Jun 30, 26

+14.32K

0.39%

Cetera Investment Advisers

422.88K

Jun 30, 26

-14.16K

0.39%

Cambridge Investment Research Advisors, Inc.

397.94K

Jun 30, 26

-34.04K

0.37%

Colony Group, LLC

383.84K

Jun 30, 26

+18.78K

0.36%

1 NORTH WEALTH SERVICES LLC

381.62K

Jun 30, 26

+27.92K

0.35%

Steward Partners Investment Advisory, LLC

381.54K

Jun 30, 26

+19.63K

0.35%

Pinnacle Wealth Management Advisory Group, LLC

360.81K

Jun 30, 26

+23.15K

0.33%

MAI Capital Management

357.31K

Jun 30, 26

+9.86K

0.33%

Vista Private Wealth Partners. LLC

348.31K

Jun 30, 26

+25.27K

0.32%

Cornerstone Wealth Management, LLC

335.06K

Jun 30, 26

+67.23K

0.31%

VICUS CAPITAL

323.18K

Jun 30, 26

+3.54K

0.30%

NewEdge Advisors, LLC

321.03K

Jun 30, 26

-2.48K

0.30%

Ballew Advisors, Inc

288.03K

Jun 30, 26

+14.97K

0.27%

M Wealth Management, LLC

284.28K

Jun 30, 26

+5.99K

0.26%

Mariner, LLC

281.53K

Jun 30, 26

+28.21K

0.26%

Envestnet Portfolio Solutions, Inc.

279.96K

Jun 30, 26

+76.11K

0.26%

Concurrent Investment Advisors, LLC

273.07K

Jun 30, 26

-375.30K

0.25%

Journey Advisory Group, LLC

267.19K

Jun 30, 26

-246.68K

0.25%

Brookstone Capital Management

265.56K

Jun 30, 26

-48.23K

0.25%

Bedel Financial Consulting, Inc.

264.07K

Jun 30, 26

+10.60K

0.24%

Finivi Inc.

261.51K

Jun 30, 26

-2.96K

0.24%

Austin Wealth Management, LLC

253.10K

Jun 30, 26

-9.60K

0.23%

Cerro Pacific Wealth Advisors LLC

248.70K

Jun 30, 26

+23.98K

0.23%

TRUIST FINANCIAL CORP

230.22K

Jun 30, 26

+32.31K

0.21%

Stablepoint Partners, LLC

219.75K

Jun 30, 26

+8.17K

0.20%

JPMORGAN CHASE & CO

212.41K

Jun 30, 26

+46.51K

0.20%

Rose Capital Advisors LLC

195.82K

Jun 30, 26

+195.82K

0.18%

Kestra Advisory Services, LLC

193.35K

Jun 30, 26

+17.47K

0.18%

RMB Capital Management, LLC

188.86K

Jun 30, 26

-35.05K

0.18%

Valmark Advisers, Inc.

185.24K

Jun 30, 26

+159.22K

0.17%

Elmwood Wealth Management, Inc.

181.74K

Jun 30, 26

+6.54K

0.17%

Inman Jager Wealth Management, LLC

180.47K

Jun 30, 26

+12.24K

0.17%

Beacon Pointe Advisors, LLC

179.98K

Jun 30, 26

-49.66K

0.17%

V2 Financial group LLC

172.12K

Jun 30, 26

+1.78K

0.16%

Paradigm Financial Partners, LLC

153.54K

Jun 30, 26

+153.54K

0.14%

Visionary Wealth Advisors

152.55K

Jun 30, 26

+11.73K

0.14%

VISIONARY HORIZONS, LLC

149.89K

Jun 30, 26

-4.11K

0.14%

Private Advisor Group, LLC

147.84K

Jun 30, 26

-148.00K

0.14%

Diversified Portfolios, Inc.

147.26K

Jun 30, 26

-85.41K

0.14%

Waverly Advisors, LLC

147.00K

Jun 30, 26

+11.79K

0.14%

JONES FINANCIAL COMPANIES LLLP

143.96K

Jun 30, 26

+5.37K

0.13%

Keystone Financial Group

141.44K

Jun 30, 26

-3.31K

0.13%

Freedom Financial Partners LLC

139.41K

Jun 30, 26

-1.48K

0.13%

Aprio Wealth Management, LLC

137.89K

Jun 30, 26

+117.85K

0.13%

Summit Financial, LLC

137.00K

Jun 30, 26

+119.98K

0.13%

Transamerica Financial Advisors, Inc.

135.00K

Jun 30, 26

-6.69K

0.13%

HARBOUR INVESTMENTS, INC.

134.02K

Jun 30, 26

+5.39K

0.12%

ARS Wealth Advisors Group, LLC

132.44K

Jun 30, 26

+82.19K

0.12%

USAdvisors Wealth Management, LLC

130.43K

Jun 30, 26

+41.69K

0.12%

Geneos Wealth Management Inc.

126.93K

Jun 30, 26

+35.23K

0.12%

SUMMITPOINT CAPITAL MANAGEMENT

125.52K

Jun 30, 26

+11.44K

0.12%

CASTLEKEEP INVESTMENT ADVISORS LLC

123.74K

Jun 30, 26

+54.10K

0.11%

Lunt Capital Management, Inc.

122.33K

Jun 30, 26

-2.01K

0.11%

CITADEL ADVISORS LLC

121.53K

Jun 30, 26

+121.53K

0.11%

Napier Financial, LLC

114.82K

Jun 30, 26

+3.55K

0.11%

HighPoint Advisor Group LLC

114.22K

Jun 30, 26

+20.61K

0.11%

Prime Capital Investment Advisors, LLC

113.69K

Jun 30, 26

+4.36K

0.11%

ASSETMARK, INC

113.31K

Jun 30, 26

-65.56K

0.11%

Pinnacle Financial Group, LLC / IL

111.79K

Jun 30, 26

+2.64K

0.10%

COMMONWEALTH EQUITY SERVICES, LLC

111.15K

Jun 30, 26

-4.86K

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

110.89K

Jun 30, 26

-1.95K

0.10%

ENTREWEALTH, LLC

104.80K

Jun 30, 26

+2.58K

0.10%

AlphaCore Capital LLC

103.78K

Jun 30, 26

-604

0.10%

CAPITAL FINANCIAL GROUP INC\CO\ /ADV

103.50K

Jun 30, 26

+17.29K

0.10%

PARAGON CAPITAL MANAGEMENT INC

100.13K

Jun 30, 26

+3.52K

0.09%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

97.48K

Jun 30, 26

-37.72K

0.09%

Wakefield Asset Management LLLP

97.04K

Jun 30, 26

+6.52K

0.09%

EP Wealth Advisors, LLC

94.87K

Jun 30, 26

-9.02K

0.09%

Brinker Capital Investments, LLC

94.27K

Jun 30, 26

+1.40K

0.09%

Premier Private Wealth Management LLC

91.34K

Jun 30, 26

-4.94K

0.08%

Family Capital Trust Co

89.74K

Jun 30, 26

0.08%

Redwood Park Advisors LLC

87.05K

Jun 30, 26

+1.96K

0.08%

CreativeOne Wealth, LLC

86.06K

Jun 30, 26

+1.15K

0.08%

HB Wealth Management, LLC

85.45K

Jun 30, 26

-11.02K

0.08%

Heritage Wealth Management, Inc. /CA/

84.34K

Jun 30, 26

+7.03K

0.08%

Sharkey, Howes & Javer

81.33K

Jun 30, 26

-72.62K

0.08%

Smartleaf Asset Management LLC

81.11K

Jun 30, 26

0.08%

STIFEL FINANCIAL CORP

80.62K

Jun 30, 26

+10.98K

0.07%

John W. Brooker & Co., CPAs

77.89K

Jun 30, 26

+4.82K

0.07%

Bank of New Hampshire

77.59K

Jun 30, 26

+34.55K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

67.26K

Jun 30, 26

+43.06K

0.06%

Lido Advisors, LLC

65.14K

Jun 30, 26

+20.29K

0.06%

AXXCESS WEALTH MANAGEMENT, LLC

65.07K

Jun 30, 26

-2.57K

0.06%

Leeward Financial Partners, LLC

64.91K

Jun 30, 26

+6.13K

0.06%

Midwest Financial Network, LLC

61.47K

Jun 30, 26

+9.57K

0.06%

Sanctuary Advisors, LLC

60.15K

Jun 30, 26

-819

0.06%

Advyzon Investment Management, LLC

59.53K

Jun 30, 26

+6.57K

0.06%

Johnson Bixby & Associates, LLC

58.85K

Jun 30, 26

-27.67K

0.05%

Capital Advisors, Ltd. LLC

58.67K

Jun 30, 26

+816

0.05%

Cerity Partners LLC

58.03K

Jun 30, 26

-1.72K

0.05%

Lionsbridge Wealth Management LLC

56.05K

Jun 30, 26

-2.20K

0.05%

Cornerstone Advisory, LLC

54.97K

Jun 30, 26

+1.70K

0.05%

All Terrain Financial Advisors, LLC

54.83K

Jun 30, 26

-222

0.05%

Jacobi Capital Management LLC

54.02K

Jun 30, 26

-2.18K

0.05%

Principia Wealth Advisory, LLC

52.77K

Jun 30, 26

+7.75K

0.05%

OLD MISSION CAPITAL LLC

52.60K

Jun 30, 26

+52.60K

0.05%

Fortis Advisors, LLC

52.28K

Jun 30, 26

+551

0.05%

Medallion Wealth Advisors, LLC

51.68K

Jun 30, 26

-3.17K

0.05%

Glen Eagle Advisors, LLC

51.41K

Jun 30, 26

+1.26K

0.05%

Cooper Financial Group

50.74K

Jun 30, 26

+15.96K

0.05%

Capital Asset Advisory Services LLC

45.24K

Jun 30, 26

-825

0.04%

Ariadne Wealth Management, LP

44.95K

Jun 30, 26

+2.61K

0.04%

RENAISSANCE TECHNOLOGIES LLC

44.61K

Jun 30, 26

+30.81K

0.04%

Rockefeller Capital Management L.P.

44.09K

Jun 30, 26

+8.93K

0.04%

MPWM ADVISORY SOLUTIONS, LLC

43.40K

Jun 30, 26

+8.63K

0.04%

WILLIAM JOHN SEMPOLINSKI

40.98K

Jun 30, 26

+2.98K

0.04%

Pointe Capital Management LLC

39.93K

Jun 30, 26

+3.19K

0.04%

Selby Wealth Management, LLC

39.20K

Jun 30, 26

-8.20K

0.04%

HOLLENCREST CAPITAL MANAGEMENT

38.88K

Jun 30, 26

-483

0.04%

Connecticut Wealth Management, LLC

38.75K

Jun 30, 26

+74

0.04%

Symphony Financial, Ltd. Co.

37.91K

Jun 30, 26

+10.42K

0.04%

1620 INVESTMENT ADVISORS, INC.

37.48K

Jun 30, 26

-1.56K

0.03%

TD PRIVATE CLIENT WEALTH LLC

37.13K

Jun 30, 26

+33.61K

0.03%

Marshall Financial Group LLC

37.13K

Jun 30, 26

+673

0.03%

Jefferson Bridge Capital, LLC

36.76K

Jun 30, 26

-434

0.03%

Wealth Enhancement Trust Services, Inc.

34.65K

Jun 30, 26

+11.47K

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

33.88K

Jun 30, 26

-776

0.03%

Baird Financial Group, Inc.

33.65K

Jun 30, 26

+791

0.03%

Tranquilli Financial Advisor LLC

33.48K

Jun 30, 26

+3.35K

0.03%

Equitable Holdings, Inc.

33.27K

Jun 30, 26

+3.28K

0.03%

Bouchey Financial Group Ltd

32.99K

Jun 30, 26

-2.40K

0.03%

GREEN SQUARE CAPITAL ADVISORS LLC

32.50K

Jun 30, 26

+2.50K

0.03%

Peak Financial Management, Inc.

32.47K

Jun 30, 26

-565

0.03%

Summit Asset Management, LLC

31.99K

Jun 30, 26

-9.56K

0.03%

Koshinski Asset Management, Inc.

31.86K

Jun 30, 26

-18.06K

0.03%

WEBSTER BANK, N. A.

31.72K

Jun 30, 26

+1.21K

0.03%

JANE STREET GROUP, LLC

30.40K

Jun 30, 26

-368.43K

0.03%

Mutual Advisors, LLC

30.24K

Jun 30, 26

+2.21K

0.03%

Worth Financial Advisory Group, LLC

29.72K

Jun 30, 26

+29.72K

0.03%

FIFTH THIRD BANCORP

29.66K

Jun 30, 26

-51.09K

0.03%

NBC SECURITIES, INC.

28.69K

Jun 30, 26

-6.45K

0.03%

SK Wealth Management, LLC

27.63K

Jun 30, 26

-9.12K

0.03%

PFG Investments, LLC

26.96K

Jun 30, 26

-8.21K

0.03%

MBL Wealth, LLC

26.49K

Jun 30, 26

-1.92K

0.02%

MOTCO

26.34K

Jun 30, 26

-214

0.02%

FIRST FOUNDATION ADVISORS

26.04K

Jun 30, 26

0.02%

Strategic Family Wealth Counselors, L.L.C.

25.81K

Jun 30, 26

-9.74K

0.02%

Veracity Capital LLC

25.14K

Jun 30, 26

+25.14K

0.02%

Pettinga Financial Advisors, LLC

24.14K

Jun 30, 26

+18.40K

0.02%

Strathmore Capital Advisors, Inc.

23.85K

Jun 30, 26

-400

0.02%

Perennial Investment Advisors, LLC

23.82K

Jun 30, 26

-471

0.02%

American Institute for Advanced Investment Management, LLP

23.39K

Jun 30, 26

+632

0.02%

GOLDMAN SACHS GROUP INC

23.27K

Jun 30, 26

+23.27K

0.02%

Merit Financial Group, LLC

22.36K

Jun 30, 26

-1.71K

0.02%

Arkadios Wealth Advisors

22.26K

Jun 30, 26

+4.08K

0.02%

IFP Advisors, Inc

21.95K

Jun 30, 26

+16.61K

0.02%

VestGen Advisors, LLC

21.68K

Jun 30, 26

-1.47K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

21.55K

Jun 30, 26

+257

0.02%

BCS Wealth Management

21.36K

Jun 30, 26

+47

0.02%

Alaethes Wealth LLC

21.34K

Jun 30, 26

+1.13K

0.02%

Farther Finance Advisors, LLC

21.07K

Jun 30, 26

-2.40K

0.02%

GREATMARK INVESTMENT PARTNERS, INC.

20.23K

Jun 30, 26

-3.75K

0.02%

Carlton Hofferkamp & Jenks Wealth Management, LLC

19.17K

Jun 30, 26

-194

0.02%

SHELTON CAPITAL MANAGEMENT

18.73K

Jun 30, 26

-19.29K

0.02%

CIBC WORLD MARKET INC.

18.23K

Jun 30, 26

+500

0.02%

PFG Advisors

17.93K

Jun 30, 26

-1.77K

0.02%

MML INVESTORS SERVICES, LLC

17.77K

Jun 30, 26

+5.30K

0.02%

Independent Wealth Network Inc.

17.38K

Jun 30, 26

+1.72K

0.02%

McNamara Financial Services, Inc.

16.59K

Jun 30, 26

+1.27K

0.02%

Sachetta, LLC

16.49K

Jun 30, 26

-2.18K

0.02%

CENTAURUS FINANCIAL, INC.

16.36K

Jun 30, 26

+1.70K

0.02%

DUDLEY CAPITAL MANAGEMENT, LLC

16.27K

Jun 30, 26

0.02%

Spinnaker Investment Group, LLC

16.26K

Jun 30, 26

+5.76K

0.02%

Beckerman Institutional, LLC

16.20K

Jun 30, 26

-31

0.02%

Pinnacle Family Advisors, LLC

15.94K

Jun 30, 26

+1.18K

0.01%

Trilogy Capital Inc.

15.82K

Jun 30, 26

-2.30K

0.01%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

15.81K

Jun 30, 26

+964

0.01%

Creative Planning

15.80K

Jun 30, 26

-852

0.01%

Triumph Capital Management

15.35K

Jun 30, 26

+3.02K

0.01%

Unified Investment Management

15.32K

Jun 30, 26

-1.20K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

15.26K

Jun 30, 26

+326

0.01%

SRS Capital Advisors, Inc.

14.83K

Jun 30, 26

+14.83K

0.01%

Vantus Wealth LLC

14.63K

Jun 30, 26

+14.63K

0.01%

Clearstead Advisors, LLC

14.37K

Jun 30, 26

-433

0.01%

Atlas Wealth LLC

14.30K

Jun 30, 26

-17.32K

0.01%

FLAGSTAR ADVISORS INC.

14.20K

Jun 30, 26

+157

0.01%

JBR Co Financial Management Inc

13.77K

Jun 30, 26

+13.77K

0.01%

Chicago Partners Investment Group LLC

13.73K

Jun 30, 26

-952

0.01%

Paragon Capital Management Ltd

13.70K

Jun 30, 26

-125

0.01%

MACROVIEW INVESTMENT MANAGEMENT LLC

13.68K

Jun 30, 26

+313

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

13.66K

Jun 30, 26

0.01%

LAIRD NORTON TRUST COMPANY, LLC

13.41K

Jun 30, 26

0.01%

Western Wealth Management, LLC

13.35K

Jun 30, 26

-2.50K

0.01%

Barnes Wealth Management Group, Inc

13.19K

Jun 30, 26

+1.89K

0.01%

CRUX WEALTH ADVISORS

13.07K

Jun 30, 26

+23

0.01%

Savant Capital, LLC

12.60K

Jun 30, 26

+7.30K

0.01%

Westmount Partners, LLC

12.53K

Jun 30, 26

-305

0.01%

M Holdings Securities, Inc.

12.51K

Jun 30, 26

+44

0.01%

Global Retirement Partners, LLC

12.16K

Jun 30, 26

+12.16K

0.01%

Blue Zone Wealth Advisors, LLC

12.11K

Jun 30, 26

+151

0.01%

DAVENPORT & Co LLC

12.10K

Jun 30, 26

+359

0.01%

NORTHBRIDGE FINANCIAL GROUP, LLC

11.68K

Jun 30, 26

+2.09K

0.01%

Hudson Capital Management LLC

11.41K

Jun 30, 26

+5.89K

0.01%

Asset One Wealth Management LLC

10.99K

Jun 30, 26

-781

0.01%

AE Wealth Management LLC

10.69K

Jun 30, 26

-396

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

10.61K

Jun 30, 26

+1.73K

0.01%

Diversify Advisory Services, LLC

10.61K

Jun 30, 26

+10.61K

0.01%

Atria Investments, Inc

10.52K

Jun 30, 26

+1.98K

0.01%

Ballast Financial Advisors LLC

10.52K

Jun 30, 26

-252

0.01%

First Heartland Consultants, Inc.

10.46K

Jun 30, 26

+2.40K

0.01%

BITTERROOT CAPITAL ADVISORS LLC

10.21K

Jun 30, 26

+95

0.01%

Blueprint Investment Partners LLC

10.21K

Jun 30, 26

+10.21K

0.01%

Pensionmark Financial Group, LLC

10.16K

Jun 30, 26

-419

0.01%

LexAurum Advisors, LLC

9.58K

Jun 30, 26

0.01%

Monument Capital Management

9.56K

Jun 30, 26

+9.56K

0.01%

NWAM LLC

9.55K

Jun 30, 26

+9.55K

0.01%

Addison Capital Co

9.34K

Jun 30, 26

-2.97K

0.01%

Strategic Investment Advisors / MI

9.30K

Jun 30, 26

-6.40K

0.01%

Signature Equity Partners, LLC

9.09K

Jun 30, 26

+2.90K

0.01%

Beaumont Financial Advisors, LLC

8.86K

Jun 30, 26

0.01%

Objective Capital Management, LLC

8.80K

Jun 30, 26

+2.10K

0.01%

BLAIR WILLIAM & CO/IL

8.76K

Jun 30, 26

0.01%

Betterment LLC

8.66K

Jun 30, 26

+1.73K

0.01%

American Trust

8.66K

Jun 30, 26

-14

0.01%

Helium Advisors LLC

8.47K

Jun 30, 26

+99

0.01%

TWO SIGMA SECURITIES, LLC

8.43K

Jun 30, 26

+8.43K

0.01%

Saiph Capital, LLC

8.43K

Jun 30, 26

+1.01K

0.01%

GeoWealth Management, LLC

8.41K

Jun 30, 26

-614

0.01%

CALTON & ASSOCIATES, INC.

8.27K

Jun 30, 26

-5.51K

0.01%

SYM FINANCIAL Corp

8.22K

Jun 30, 26

+359

0.01%

49 WEALTH MANAGEMENT, LLC

8.19K

Jun 30, 26

+8.19K

0.01%

ALONGSIDE, LLC

8.19K

Jun 30, 26

+8.19K

0.01%

Thompson David Blair

8.06K

Jun 30, 26

-1.86K

0.01%

PRIVATE TRUST CO NA

7.95K

Jun 30, 26

-11.47K

0.01%

Aufman Associates Inc

7.74K

Jun 30, 26

+85

0.01%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

7.67K

Jun 30, 26

0.01%

MONEY CONCEPTS CAPITAL CORP

7.60K

Jun 30, 26

-117

0.01%

Financial Engines Advisors L.L.C.

7.59K

Jun 30, 26

+457

0.01%

FIDUCIARY TRUST CO

7.40K

Jun 30, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

7.39K

Jun 30, 26

+7.39K

0.01%

WEALTHGARDEN F.S. LLC

7.21K

Jun 30, 26

+11

0.01%

Vise Technologies, Inc.

7.12K

Jun 30, 26

+638

0.01%

Endowment Wealth Management, Inc.

7.06K

Jun 30, 26

+308

0.01%

HRT FINANCIAL LP

7.03K

Jun 30, 26

+7.03K

0.01%

Essex Financial Services, Inc.

6.95K

Jun 30, 26

+80

0.01%

Cherry Tree Wealth Management, LLC

6.91K

Jun 30, 26

-230

0.01%

OPPENHEIMER & CO INC

6.80K

Jun 30, 26

-3.55K

0.01%

ASPIRIANT, LLC

6.77K

Jun 30, 26

-4.82K

0.01%

FIRST NATIONAL BANK OF OMAHA

6.73K

Jun 30, 26

-619

0.01%

Gateway Wealth Partners, LLC

6.69K

Jun 30, 26

-7.80K

0.01%

Collaborative Wealth Managment Inc.

6.60K

Jun 30, 26

-80

0.01%

THOMPSON DAVIS & CO., INC.

6.40K

Jun 30, 26

+1.15K

0.01%

Patten Group, Inc.

6.35K

Jun 30, 26

-1.14K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

6.23K

Jun 30, 26

-3

0.01%

J.W. COLE ADVISORS, INC.

6.20K

Jun 30, 26

-151

0.01%

Ethos Financial Group, LLC

6.14K

Jun 30, 26

-4.84K

0.01%

CITIZENS FINANCIAL GROUP INC/RI

6.14K

Jun 30, 26

-4.29K

0.01%

Manhattan West Asset Management, LLC

6.13K

Jun 30, 26

+6.13K

0.01%

Continuum Advisory, LLC

6.11K

Jun 30, 26

-2.70K

0.01%

DKM Wealth Management, Inc.

6.08K

Jun 30, 26

0.01%

Financial Strategies Group, Inc.

6.07K

Jun 30, 26

+45

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

6.00K

Jun 30, 26

+6.00K

0.01%

COLTON GROOME FINANCIAL ADVISORS, LLC

5.98K

Jun 30, 26

-186

0.01%

RICHARDSON FINANCIAL SERVICES INC.

5.88K

Jun 30, 26

-3.33K

0.01%

Cornell Pochily Investment Advisors, Inc.

5.84K

Jun 30, 26

-2.99K

0.01%

FWL INVESTMENT MANAGEMENT, LLC

5.82K

Jun 30, 26

-233

0.01%

GW HENSSLER & ASSOCIATES LTD

5.81K

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

5.78K

Jun 30, 26

+5.78K

0.01%

Inspire Advisors, LLC

5.55K

Jun 30, 26

-1.09K

0.01%

Chris Bulman Inc

5.55K

Jun 30, 26

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

5.55K

Jun 30, 26

-647

0.01%

AMERIFLEX GROUP, INC.

5.47K

Jun 30, 26

+240

0.01%

DELTEC ASSET MANAGEMENT LLC

5.40K

Jun 30, 26

0.01%

Sentinus, LLC

5.36K

Jun 30, 26

+5.36K

0.00%

Stratos Wealth Partners, LTD.

5.35K

Jun 30, 26

-2.56K

0.00%

PMG Wealth Management, Inc.

5.35K

Jun 30, 26

-2.50K

0.00%

McElhenny Sheffield Capital Management, LLC

5.34K

Jun 30, 26

-1.20K

0.00%

VERUS CAPITAL PARTNERS, LLC

5.30K

Jun 30, 26

+158

0.00%

Quantinno Capital Management LP

5.28K

Jun 30, 26

+5.28K

0.00%

StoneX Group Inc.

5.13K

Jun 30, 26

+5.13K

0.00%

Westside Investment Management, Inc.

4.80K

Jun 30, 26

0.00%

IFG Advisory, LLC

4.74K

Jun 30, 26

+4.74K

0.00%

Qube Research & Technologies Ltd

4.51K

Jun 30, 26

+4.51K

0.00%

Planning Strategies Inc.

4.35K

Jun 30, 26

+4.35K

0.00%

VALLEY NATIONAL ADVISERS INC

4.28K

Jun 30, 26

-224

0.00%

Allworth Financial LP

4.16K

Jun 30, 26

-24

0.00%

Laraway Financial Advisors Inc

4.14K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

3.87K

Jun 30, 26

+591

0.00%

MCGUIRE CAPITAL ADVISORS INC

3.44K

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

3.02K

Jun 30, 26

+37

0.00%

Parallel Advisors, LLC

2.88K

Jun 30, 26

+2.11K

0.00%

EASTERN BANK

2.63K

Jun 30, 26

0.00%

US BANCORP \DE\

2.56K

Jun 30, 26

-813

0.00%

NATIONAL BANK OF CANADA /FI/

2.54K

Jun 30, 26

+605

0.00%

Ameritas Advisory Services, LLC

2.38K

Jun 30, 26

+2.38K

0.00%

Institute for Wealth Management, LLC.

2.28K

Jun 30, 26

+2.28K

0.00%

SBI Securities Co., Ltd.

2.26K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

2.13K

Jun 30, 26

0.00%

CITIGROUP INC

1.98K

Jun 30, 26

+270

0.00%

BROWN BROTHERS HARRIMAN & CO

1.96K

Jun 30, 26

+1.96K

0.00%

RAFFA WEALTH MANAGEMENT, LLC

1.95K

Jun 30, 26

-47

0.00%

Pinnacle Bancorp, Inc.

1.76K

Jun 30, 26

+176

0.00%

Capital Analysts, LLC

1.63K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

1.61K

Jun 30, 26

+1.61K

0.00%

TD Waterhouse Canada Inc.

1.60K

Jun 30, 26

0.00%

Archer Investment Corp

1.59K

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

1.34K

Jun 30, 26

+1.34K

0.00%

Prestige Wealth Management Group LLC

1.24K

Jun 30, 26

-840

0.00%

GHP Investment Advisors, Inc.

1.12K

Jun 30, 26

+14

0.00%

CoreCap Advisors, LLC

1.04K

Jun 30, 26

-433

0.00%

United Community Bank

1.00K

Jun 30, 26

0.00%

Fourth Dimension Wealth, LLC

978

Jun 30, 26

-228

0.00%

CALDWELL SUTTER CAPITAL, INC.

923

Jun 30, 26

-248

0.00%

Tidemark, LLC

921

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

879

Jun 30, 26

0.00%

Investors Research Corp

822

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

795

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

693

Jun 30, 26

-310

0.00%

BANK OF MONTREAL /CAN/

640

Jun 30, 26

+105

0.00%

Larson Financial Group LLC

634

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

552

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

510

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

417

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

372

Jun 30, 26

+372

0.00%

FIDUCIARY FINANCIAL ADVISORS

336

Jun 30, 26

+336

0.00%

Keating Financial Advisory Services, Inc.

208

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

201

Jun 30, 26

0.00%

Pacifica Partners Inc.

200

Jun 30, 26

-685

0.00%

Godfrey Financial Associates, Inc.

185

Jun 30, 26

0.00%

Vision Retirement, LLC

136

Jun 30, 26

0.00%

TD Capital Management LLC

132

Jun 30, 26

0.00%

LAM GROUP, INC.

120

Jun 30, 26

-35

0.00%

Quest 10 Wealth Builders, Inc.

113

Jun 30, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

0.00%

BankPlus Trust Department

Jun 30, 26

0.00%

Graney & King, LLC

Jun 30, 26

0.00%

Versant Capital Management, Inc

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

+14

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

-9

0.00%

BIP Wealth, LLC

Jun 30, 26

-6.92K

Verdence Capital Advisors LLC

Jun 30, 26

-15.41K

Eukles Asset Management

Jun 30, 26

-63

Gladstone Institutional Advisory LLC

Jun 30, 26

-9.15K

PROTECTIVE LIFE CORP

Jun 30, 26

-643

Sound Income Strategies, LLC

Jun 30, 26

-158

Lifeworks Advisors, LLC

Jun 30, 26

-5.30K

QP WEALTH MANAGEMENT, LLC

Jun 30, 26

-5.77K

Elevation Advisory Partners LLC

Jun 30, 26

-9.17K

Destiny Wealth Partners, LLC

Jun 30, 26

-1.64K

Strategic Financial Concepts, LLC

Jun 30, 26

-8.18K

Independent Advisor Alliance

Jun 30, 26

-22.97K

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Jun 30, 26

-315

FLOW TRADERS U.S. LLC

Jun 30, 26

-19.13K

ADG Wealth Management Group, LLC

Jun 30, 26

-96.98K

WJ Wealth Management, LLC

Jun 30, 26

-15.91K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-75.31K

Curtis Advisory Group, LLC

Jun 30, 26

-11.44K

Advisory Services Network, LLC

Jun 30, 26

-3.51K

Center For Asset Management LLC

Jun 30, 26

-5.65K

CWM, LLC

5.46M

Mar 31, 26

+714.90K

5.06%

Jaffetilchin Investment Partners, LLC

318.01K

Mar 31, 26

+95.55K

0.30%

Jackson Hole Capital Partners, LLC

17.71K

Mar 31, 26

0.02%

Smart Portfolios, LLC

9.38K

Mar 31, 26

+192

0.01%

U.S. Capital Wealth Advisors, LLC

7.37K

Mar 31, 26

-651

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

6.15K

Mar 31, 26

-150

0.01%

Sunbelt Securities, Inc.

737

Mar 31, 26

0.00%

Anfield Capital Management, LLC

404

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

+14

0.00%

Janney Capital Management LLC

674.14K

Dec 31, 25

-35.52K

0.63%

Litman Gregory Wealth Management LLC

175.96K

Dec 31, 25

-17.01K

0.16%

Alpha Cubed Investments, LLC

90.13K

Dec 31, 25

-8.06K

0.08%

COMERICA BANK

79.51K

Dec 31, 25

-11.47K

0.07%

Heritage Financial Services, LLC

10.52K

Dec 31, 25

0.01%

LongView Asset Management LLC

5.36K

Dec 31, 25

+12

0.00%

Northwest Capital Management Inc

3.67K

Dec 31, 25

0.00%

Motiv8 Investments LLC

1.34K

Dec 31, 25

+1.34K

0.00%

New Millennium Group LLC

920

Dec 31, 25

-59

0.00%

GPS Wealth Strategies Group, LLC

312

Dec 31, 25

-2.24K

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-4.75K

EWG Elevate Inc.

111.51K

Sep 30, 25

+9.21K

0.10%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

29.57K

Sep 30, 25

-1.76K

0.03%

WETHERBY ASSET MANAGEMENT INC

12.79K

Sep 30, 25

0.01%

COUNTRY CLUB BANK /GFN

7.11K

Sep 30, 25

-1.17K

0.01%

Financial Advocates Investment Management

Sep 30, 25

-13.43K

Family Firm, Inc.

122.43K

Jun 30, 25

+1.29K

0.11%

AVANTAX ADVISORY SERVICES, INC.

45.04K

Jun 30, 25

+3.45K

0.04%

Good Life Advisors, LLC

24.60K

Jun 30, 25

-558

0.02%

First Horizon Advisors, Inc.

250

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-32.20K

Orion Portfolio Solutions, LLC

113.83K

Mar 31, 25

-14.59K

0.11%

US FINANCIAL ADVISORS, LLC

103.33K

Mar 31, 25

+3.52K

0.10%

Callan Capital, LLC

100.63K

Mar 31, 25

+4.92K

0.09%

Aveo Capital Partners, LLC

5.56K

Mar 31, 25

-2.83K

0.01%

RE Dickinson Investment Advisors, LLC

109.27K

Dec 31, 24

+9.53K

0.10%

Private Portfolio Partners LLC

51.46K

Dec 31, 24

+3.23K

0.05%

Avitas Wealth Management LLC

28.11K

Dec 31, 24

+1.85K

0.03%

WMS Partners, LLC

7.36K

Dec 31, 24

-2.35K

0.01%

Executive Wealth Management, LLC

5.13K

Dec 31, 24

-6.75K

0.00%

Householder Group Estate & Retirement Specialist, LLC

2.53K

Dec 31, 24

-633

0.00%

WR Wealth Planners, LLC

115

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

532.29K

Sep 30, 24

-33.36K

0.49%

Raymond James Financial Services Advisors, Inc.

207.73K

Sep 30, 24

-142.81K

0.19%

New Potomac Partners, LLC

103.27K

Sep 30, 24

+15.37K

0.10%

Essex Private Wealth Management, LLC

23.33K

Sep 30, 24

-2.34K

0.02%

HARVEST VOLATILITY MANAGEMENT LLC

15.23K

Sep 30, 24

0.01%

Arden Trust Co

1.11M

Jun 30, 24

-32.43K

1.03%

Herr Investment Group LLC

199.56K

Jun 30, 24

-3.69K

0.19%

ICA Group Wealth Management, LLC

2.60K

Jun 30, 24

-12.96K

0.00%

Cetera Advisor Networks LLC

135.80K

Mar 31, 24

+30.10K

0.13%

Cetera Advisors LLC

48.51K

Mar 31, 24

+37.14K

0.05%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

13.21K

Mar 31, 24

+2.23K

0.01%

CAMBRIDGE TRUST CO

2.63K

Mar 31, 24

+2.63K

0.00%

Curi Wealth Management, LLC

231.46K

Dec 31, 23

-59.49K

0.21%

FOCUS FINANCIAL NETWORK INC /ADV

22.54K

Dec 31, 23

+22.54K

0.02%

DB Wealth Management Group, LLC

13.48K

Dec 31, 23

+5.18K

0.01%

BEDEL FINANCIAL CONSULTING INC

244.93K

Sep 30, 23

+244.93K

0.23%

COLONY GROUP LLC

95.39K

Sep 30, 23

+2.15K

0.09%

PFS INVESTMENTS INC.

721.42K

Jun 30, 23

+59.81K

0.67%

AJ WEALTH STRATEGIES, LLC

68.16K

Jun 30, 23

0.06%

Quantitative Advantage, LLC

416.13K

Mar 31, 23

+27.70K

0.39%

Cardinal Point Wealth Management Partners, LLC

14.18K

Mar 31, 23

-1.77K

0.01%

Catalyst Wealth Management, LLC

7.46K

Mar 31, 23

+698

0.01%

Ford Financial Group, LLC

Mar 31, 23

-194.53K

GAMBLE JONES INVESTMENT COUNSEL

261.69K

Dec 31, 22

-28.15K

0.24%

Cribstone Capital Management, LLC

141.05K

Dec 31, 22

+28.89K

0.13%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

123.43K

Dec 31, 22

+22.70K

0.11%

American Portfolios Advisors

444.13K

Sep 30, 22

-10.26K

0.41%

ACG Wealth

250.21K

Sep 30, 22

+8.74K

0.23%

Round Table Services, LLC

52.18K

Sep 30, 22

+52.18K

0.05%

KARLINSKI ANDREW C

24.80K

Sep 30, 22

-8.23K

0.02%

Beaumont Financial Partners, LLC

15.05K

Sep 30, 22

-1.41K

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

11.82K

Sep 30, 22

-6.64K

0.01%

Strategic Asset Management, LLC

5.00K

Sep 30, 22

+502

0.00%

American Research & Management Co.

305

Sep 30, 22

0.00%

HC FINANCIAL ADVISORS INC

122.12K

Jun 30, 22

-2.40K

0.11%

Corbenic Partners LLC

47.98K

Jun 30, 22

+199

0.04%

Minot Wealth Management LLC

18.67K

Jun 30, 22

-23.57K

0.02%

B. Riley Wealth Management, Inc.

10.75K

Jun 30, 22

+718

0.01%

Lake Point Wealth Management

179

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

-1.71K

Fieldpoint Private Securities, LLC

Jun 30, 22

-50

Winfield Associates, Inc.

30.79K

Mar 31, 22

0.03%

Karn, Couzens & Associates, Inc.

6.55K

Mar 31, 22

0.01%

VIRIDIAN RIA, LLC

Mar 31, 22

-7.33K

Investors Financial Group, LLC

9.08K

Dec 31, 21

-21

0.01%

NEXT Financial Group, Inc

3.29K

Dec 31, 21

+2.35K

0.00%

Cardinal Point Wealth Management LLC

219.58K

Sep 30, 21

+7.45K

0.20%

Brouwer & Janachowski, LLC

180.80K

Sep 30, 21

-18.63K

0.17%

Homrich & Berg

165.56K

Sep 30, 21

+3.13K

0.15%

Hochman Cole Investment Advisors, Inc.

4.82K

Sep 30, 21

-185

0.00%

BBVA USA

147

Sep 30, 21

0.00%

20/20 Capital Management, Inc.

88.48K

Jun 30, 21

+2.92K

0.08%

PNC Managed Account Solutions, Inc.

662

Jun 30, 21

+662

0.00%

Legacy Wealth Partners, Inc.

Jun 30, 21

-10.52K

Lighthouse Financial Advisors, Inc.

72.63K

Mar 31, 21

+1.04K

0.07%

SVA Wealth Management, LLC

126.08K

Dec 31, 20

-3.58K

0.12%

OLD MISSION CAPITAL, LLC

4.24K

Dec 31, 20

+4.24K

0.00%

Winslow, Evans & Crocker, Inc.

910

Dec 31, 20

+630

0.00%

Lucia Wealth Services, LLC

115.65K

Sep 30, 20

+15.86K

0.11%

First Allied Advisory Services, Inc.

110.51K

Sep 30, 20

+3.18K

0.10%

ETRADE Capital Management LLC

48.34K

Sep 30, 20

+80

0.04%

Kavar Capital Partners, LLC

8.00K

Sep 30, 20

+8.00K

0.01%

Global Financial Private Capital, Inc

995.68K

Jun 30, 20

-124.06K

0.92%

Argent Wealth Management LLC

49.18K

Jun 30, 20

-9.31K

0.05%

Huber Financial Advisors, LLC

39.09K

Mar 31, 20

-2.30K

0.04%

PagnatoKarp Partners LLC

9.48K

Mar 31, 20

+246

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.27M

Dec 31, 19

+156.84K

2.10%

Advisor Group, Inc.

298.76K

Dec 31, 19

-90.36K

0.28%

Beacon Pointe Wealth Advisors, LLC

11.83K

Dec 31, 19

-12.46K

0.01%

CXI Advisors

2.64K

Dec 31, 19

+2.64K

0.00%

1 NORTH WEALTH SERVICES LLC

Dec 31, 19

BB&T SECURITIES, LLC

29.36K

Sep 30, 19

-5.59K

0.03%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

19.14K

Sep 30, 19

+114

0.02%

Guidant Wealth Advisors

5.93K

Sep 30, 19

+13

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

2.00K

Sep 30, 19

0.00%

Shamrock Asset Management LLC

890

Sep 30, 19

-1.00K

0.00%

TMD & ASSOCIATES, INC

290.85K

Jun 30, 19

+2.21K

0.27%

Manifold Partners, LLC

44.20K

Jun 30, 19

-81.20K

0.04%

WealthTrust Fairport, LLC

110.29K

Mar 31, 19

+3.16K

0.10%

AVIANCE CAPITAL MANAGEMENT, LLC

35.32K

Mar 31, 19

-732

0.03%

HL FINANCIAL SERVICES LLC

31.65K

Mar 31, 19

+2.49K

0.03%

Ceros Financial Services Inc.

17.19K

Mar 31, 19

+17.19K

0.02%

Palo Capital, Inc.

112.40K

Dec 31, 18

-17.44K

0.10%

NORTHERN CAPITAL MANAGEMENT LLC

18.84K

Dec 31, 18

-490

0.02%

Clarfeld Financial Advisors, LLC

5.12K

Dec 31, 18

+5.12K

0.00%

HC Financial Advisors, Inc.

88.74K

Sep 30, 18

+3.75K

0.08%

Vestpro Financial Partners, Inc. dba CPF Texas

63.78K

Sep 30, 18

+482

0.06%

Lehman Financial Resources, Inc.

60.09K

Sep 30, 18

0.06%

Hefty Wealth Partners

49.41K

Mar 31, 18

+1.03K

0.05%

Oak Point Wealth Management

23.64K

Mar 31, 18

-736

0.02%

IFC Holdings Incorporated/FL

17.29K

Dec 31, 17

+5.37K

0.02%

BB&T INVESTMENT SERVICES, INC.

447

Dec 31, 17

+360

0.00%

HUTCHENS INVESTMENT MANAGEMENT INC

Dec 31, 17

-9.93K

NATIONAL PLANNING CORP

Dec 31, 17

-7.88K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-5.11K

Commonwealth Equity Services, Inc

1.11M

Jun 30, 17

+92.30K

1.03%

WFG Advisors, LP

382

Jun 30, 17

+182

0.00%

Virtu KCG Holdings LLC

Jun 30, 17

-7.92K

Integrated Wealth Management

56.49K

Mar 31, 17

-53

0.05%

LBA Wealth Management, LLC

2.43K

Mar 31, 17

0.00%

MSI Financial Services Inc

534.85K

Dec 31, 16

-45.54K

0.50%

Aft, Forsyth & Sober, LLC

248.80K

Dec 31, 16

-19.60K

0.23%

Braver Wealth Management, LLC

196.19K

Dec 31, 16

-7.47K

0.18%

Trutina Financial LLC

8.19K

Dec 31, 16

-85

0.01%

Argentus Capital Management, LLC

Dec 31, 16

-5.23K

VSR Financial Services, Inc.

50.28K

Jun 30, 16

+15.13K

0.05%

Investors Capital Advisory Services

5.41K

Jun 30, 16

+5.41K

0.01%

Strategic Capital Alternatives LLC

4.23K

Mar 31, 16

+4.23K

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-6.79K

Good Harbor Financial, LLC

47.96K

Sep 30, 15

+16.32K

0.04%

J.P. Turner & Co Capital Mnagement, LLC

6.68K

Sep 30, 15

+6.68K

0.01%

Constellation Wealth Advisors, LLC

Sep 30, 15

-5.71K

MANAGED ACCOUNT ADVISORS LLC

13.68K

Jun 30, 15

+13.68K

0.01%