USIG(USIG)
USIG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 64.56M | Jun 30, 26 | +2.89M | 18.40% |
| UBS Group AG | 58.74M | Jun 30, 26 | +2.66M | 16.74% |
| Empower Advisory Group, LLC | 21.94M | Jun 30, 26 | +1.59M | 6.25% |
| AMERIPRISE FINANCIAL INC | 14.27M | Jun 30, 26 | -3.83M | 4.07% |
| TIAA Wealth Investment Management LLC | 11.60M | Jun 30, 26 | +226.94K | 3.30% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11.01M | Jun 30, 26 | -599.15K | 3.14% |
| ASSETMARK, INC | 10.30M | Jun 30, 26 | +123.45K | 2.93% |
| TRUIST FINANCIAL CORP | 10.16M | Jun 30, 26 | -589.24K | 2.90% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 8.97M | Jun 30, 26 | -173.79K | 2.55% |
| BlackRock, Inc. | 8.82M | Jun 30, 26 | +546.06K | 2.51% |
| STIFEL FINANCIAL CORP | 8.27M | Jun 30, 26 | +1.17M | 2.36% |
| ENVESTNET ASSET MANAGEMENT INC | 6.44M | Jun 30, 26 | -509.45K | 1.83% |
| Allworth Financial LP | 5.29M | Jun 30, 26 | -571.83K | 1.51% |
| FRANKLIN RESOURCES INC | 4.95M | Jun 30, 26 | +34.95K | 1.41% |
| State of New Jersey Common Pension Fund D | 3.80M | Jun 30, 26 | +3.80M | 1.08% |
| SEI INVESTMENTS CO | 3.56M | Jun 30, 26 | +201.10K | 1.02% |
| LPL Financial LLC | 3.52M | Jun 30, 26 | +55.03K | 1.00% |
| Valmark Advisers, Inc. | 3.41M | Jun 30, 26 | +390.47K | 0.97% |
| 1832 Asset Management L.P. | 3.30M | Jun 30, 26 | +114.08K | 0.94% |
| Asset Management One Co., Ltd. | 3.00M | Jun 30, 26 | +235.82K | 0.86% |
| MORGAN STANLEY | 2.91M | Jun 30, 26 | +100.74K | 0.83% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.39M | Jun 30, 26 | +1.17M | 0.68% |
| WELLS FARGO & COMPANY/MN | 2.39M | Jun 30, 26 | +451.59K | 0.68% |
| Bank of New York Mellon Corp | 2.00M | Jun 30, 26 | +421.18K | 0.57% |
| JPMORGAN CHASE & CO | 1.96M | Jun 30, 26 | +158.17K | 0.56% |
| Avidian Wealth Solutions, LLC | 1.76M | Jun 30, 26 | +65.15K | 0.50% |
| Beacon Pointe Advisors, LLC | 1.50M | Jun 30, 26 | -23.11K | 0.43% |
| North Dakota State Investment Board | 1.50M | Jun 30, 26 | -3.74M | 0.43% |
| Cetera Investment Advisers | 1.30M | Jun 30, 26 | +173.25K | 0.37% |
| MCF Advisors LLC | 831.61K | Jun 30, 26 | +71.82K | 0.24% |
| Voya Financial Advisors, Inc. | 826.97K | Jun 30, 26 | +13.76K | 0.24% |
| Crestwood Advisors Group LLC | 721.50K | Jun 30, 26 | +73.52K | 0.21% |
| Liberty Mutual Group Asset Management Inc. | 714.85K | Jun 30, 26 | -- | 0.20% |
| Trilogy Capital Inc. | 713.36K | Jun 30, 26 | +43.08K | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 690.02K | Jun 30, 26 | +10.17K | 0.20% |
| Mirae Asset Global Investments Co., Ltd. | 674.15K | Jun 30, 26 | +81.42K | 0.19% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 652.98K | Jun 30, 26 | -864 | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 628.29K | Jun 30, 26 | +13.50K | 0.18% |
| Diversify Advisory Services, LLC | 616.93K | Jun 30, 26 | +616.93K | 0.18% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 616.93K | Jun 30, 26 | +68.79K | 0.18% |
| ROYAL BANK OF CANADA | 554.82K | Jun 30, 26 | +47.46K | 0.16% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 546.40K | Jun 30, 26 | +176.50K | 0.16% |
| New Jersey Better Educational Savings Trust | 507.69K | Jun 30, 26 | -- | 0.14% |
| Santa Clara Valley Transportation Authority | 505.72K | Jun 30, 26 | +23.74K | 0.14% |
| Strategic Investment Advisors / MI | 436.37K | Jun 30, 26 | +9.46K | 0.12% |
| SECURIAN ASSET MANAGEMENT, INC | 430.52K | Jun 30, 26 | -9.20K | 0.12% |
| Blue Edge Capital, LLC | 426.14K | Jun 30, 26 | -29 | 0.12% |
| ST GERMAIN D J CO INC | 415.60K | Jun 30, 26 | +10.47K | 0.12% |
| Advisors Capital Management, LLC | 408.72K | Jun 30, 26 | +26.61K | 0.12% |
| McKinley Carter Wealth Services, Inc. | 399.29K | Jun 30, 26 | +41.05K | 0.11% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 394.54K | Jun 30, 26 | -37.81K | 0.11% |
| Cosner Financial Group, LLC | 379.69K | Jun 30, 26 | +14.52K | 0.11% |
| Resources Investment Advisors, LLC. | 365.40K | Jun 30, 26 | -39.91K | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 350.52K | Jun 30, 26 | +271.00K | 0.10% |
| Pallas Capital Advisors LLC | 338.71K | Jun 30, 26 | +13.89K | 0.10% |
| Modern Wealth Management, LLC | 327.46K | Jun 30, 26 | +48.56K | 0.09% |
| Steward Partners Investment Advisory, LLC | 287.65K | Jun 30, 26 | +19.16K | 0.08% |
| TIAA TRUST, NATIONAL ASSOCIATION | 284.21K | Jun 30, 26 | +3.41K | 0.08% |
| PRUDENTIAL PLC | 281.86K | Jun 30, 26 | +207.68K | 0.08% |
| RATIONAL ADVISORS LLC | 281.73K | Jun 30, 26 | +281.73K | 0.08% |
| Destination Wealth Management | 279.77K | Jun 30, 26 | +3.14K | 0.08% |
| Shelter Mutual Insurance Co | 263.97K | Jun 30, 26 | -- | 0.08% |
| Robertson Stephens Wealth Management, LLC | 242.93K | Jun 30, 26 | +4.96K | 0.07% |
| HSBC HOLDINGS PLC | 233.88K | Jun 30, 26 | +15.43K | 0.07% |
| Westover Capital Advisors, LLC | 217.40K | Jun 30, 26 | -2.68K | 0.06% |
| One Capital Management, LLC | 199.43K | Jun 30, 26 | -- | 0.06% |
| Sigma Planning Corp | 199.13K | Jun 30, 26 | +4.24K | 0.06% |
| ALLSTATE CORP | 198.31K | Jun 30, 26 | +198.31K | 0.06% |
| SIMA Wealth Partners, LLC | 197.58K | Jun 30, 26 | +3.94K | 0.06% |
| Premier Path Wealth Partners, LLC | 196.79K | Jun 30, 26 | +13.06K | 0.06% |
| Glassy Mountain Advisors, Inc. | 195.68K | Jun 30, 26 | +7.33K | 0.06% |
| HARBOR CAPITAL ADVISORS, INC. | 193.66K | Jun 30, 26 | +187.21K | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 187.32K | Jun 30, 26 | +19.60K | 0.05% |
| Rockefeller Capital Management L.P. | 184.81K | Jun 30, 26 | +7.32K | 0.05% |
| Dakota Wealth Management | 180.90K | Jun 30, 26 | +46.07K | 0.05% |
| Baird Financial Group, Inc. | 179.59K | Jun 30, 26 | -6.15K | 0.05% |
| Simplicity Wealth,LLC | 169.09K | Jun 30, 26 | +9.21K | 0.05% |
| Merit Financial Group, LLC | 166.30K | Jun 30, 26 | -190.04K | 0.05% |
| EverSource Wealth Advisors, LLC | 164.25K | Jun 30, 26 | +118.20K | 0.05% |
| IVC Wealth Advisors LLC | 162.34K | Jun 30, 26 | +6.49K | 0.05% |
| FIFTH THIRD BANCORP | 154.18K | Jun 30, 26 | +117 | 0.04% |
| NewEdge Advisors, LLC | 149.25K | Jun 30, 26 | +70.48K | 0.04% |
| Triumph Capital Management | 145.50K | Jun 30, 26 | +10.04K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 141.92K | Jun 30, 26 | +390 | 0.04% |
| Archford Capital Strategies, LLC | 136.00K | Jun 30, 26 | +5.59K | 0.04% |
| Smartleaf Asset Management LLC | 135.35K | Jun 30, 26 | -- | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 130.82K | Jun 30, 26 | -86.26K | 0.04% |
| Trivant Custom Portfolio Group, LLC | 130.40K | Jun 30, 26 | -1.88K | 0.04% |
| Venture Visionary Partners LLC | 127.52K | Jun 30, 26 | +105.04K | 0.04% |
| TD Waterhouse Canada Inc. | 126.13K | Jun 30, 26 | +7.35K | 0.04% |
| Aprio Wealth Management, LLC | 125.79K | Jun 30, 26 | +109.12K | 0.04% |
| Sanctuary Advisors, LLC | 124.31K | Jun 30, 26 | +19.07K | 0.04% |
| Concurrent Investment Advisors, LLC | 114.42K | Jun 30, 26 | +16.67K | 0.03% |
| Napier Financial, LLC | 111.35K | Jun 30, 26 | +869 | 0.03% |
| Financial Avengers, Inc. | 110.01K | Jun 30, 26 | +8.77K | 0.03% |
| GOLDMAN SACHS GROUP INC | 109.20K | Jun 30, 26 | +78.89K | 0.03% |
| US BANCORP \DE\ | 108.54K | Jun 30, 26 | +37.02K | 0.03% |
| Fjell Capital, LLC | 108.37K | Jun 30, 26 | +5.15K | 0.03% |
| NFP Retirement, Inc. | 108.16K | Jun 30, 26 | +454 | 0.03% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 104.71K | Jun 30, 26 | -6.63K | 0.03% |
| Center For Asset Management LLC | 102.77K | Jun 30, 26 | +575 | 0.03% |
| Banque Transatlantique SA | 102.11K | Jun 30, 26 | +102.11K | 0.03% |
| Erickson Financial Group, LLC | 101.74K | Jun 30, 26 | -1.98K | 0.03% |
| Bauman Advisory Group, LLC | 99.88K | Jun 30, 26 | +14.84K | 0.03% |
| Kraft, Davis & Associates, LLC | 99.76K | Jun 30, 26 | -73.08K | 0.03% |
| AIRE ADVISORS, LLC | 98.43K | Jun 30, 26 | +4.95K | 0.03% |
| Fairlight Advisors | 97.67K | Jun 30, 26 | +97.67K | 0.03% |
| Compagnie Lombard Odier SCmA | 84.61K | Jun 30, 26 | +13.23K | 0.02% |
| M&T BANK CORP | 78.06K | Jun 30, 26 | -6.13K | 0.02% |
| KEYBANK NATIONAL ASSOCIATION/OH | 75.27K | Jun 30, 26 | -5.55K | 0.02% |
| Columbus Macro, LLC | 75.16K | Jun 30, 26 | +396 | 0.02% |
| BANK OF MONTREAL /CAN/ | 73.69K | Jun 30, 26 | +8.21K | 0.02% |
| Checchi Capital Advisers, LLC | 72.78K | Jun 30, 26 | -680 | 0.02% |
| K2 Financial Inc. | 71.13K | Jun 30, 26 | +4.23K | 0.02% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 65.25K | Jun 30, 26 | -11.28K | 0.02% |
| Janney Montgomery Scott LLC | 63.69K | Jun 30, 26 | -9.61K | 0.02% |
| Farther Finance Advisors, LLC | 62.17K | Jun 30, 26 | +8.41K | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 59.52K | Jun 30, 26 | +1.22K | 0.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 59.36K | Jun 30, 26 | +11.61K | 0.02% |
| Gateway Wealth Partners, LLC | 58.05K | Jun 30, 26 | -2.58K | 0.02% |
| Financial Synergies Wealth Advisors, Inc. | 54.94K | Jun 30, 26 | +3.52K | 0.02% |
| Atomi Financial Group, Inc. | 54.38K | Jun 30, 26 | -28.24K | 0.02% |
| 10Elms LLP | 53.93K | Jun 30, 26 | +10.64K | 0.02% |
| Summit Asset Management, LLC | 53.28K | Jun 30, 26 | -- | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 52.30K | Jun 30, 26 | -3.43K | 0.01% |
| NewEdge Wealth, LLC | 50.88K | Jun 30, 26 | -3.83K | 0.01% |
| Fundamentum, LLC | 50.69K | Jun 30, 26 | -299 | 0.01% |
| GLOBALT Investments LLC / GA | 47.31K | Jun 30, 26 | -2.48K | 0.01% |
| MATHER GROUP, LLC. | 46.97K | Jun 30, 26 | +1.07K | 0.01% |
| Compass Financial Group, Inc. | 45.89K | Jun 30, 26 | +943 | 0.01% |
| Sovran Advisors, LLC | 44.87K | Jun 30, 26 | +4.62K | 0.01% |
| Creative Planning | 44.70K | Jun 30, 26 | +8.22K | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 43.27K | Jun 30, 26 | +6.92K | 0.01% |
| Quadrature Capital Ltd | 39.69K | Jun 30, 26 | +39.69K | 0.01% |
| Kestra Advisory Services, LLC | 39.41K | Jun 30, 26 | -14.35K | 0.01% |
| MML INVESTORS SERVICES, LLC | 37.87K | Jun 30, 26 | +3.03K | 0.01% |
| Pensionmark Financial Group, LLC | 37.83K | Jun 30, 26 | -828 | 0.01% |
| Banco Santander, S.A. | 37.44K | Jun 30, 26 | -- | 0.01% |
| Arista Wealth Management, LLC | 36.84K | Jun 30, 26 | -- | 0.01% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 35.73K | Jun 30, 26 | +1.21K | 0.01% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 34.82K | Jun 30, 26 | -488 | 0.01% |
| Mariner, LLC | 34.41K | Jun 30, 26 | -6.05K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 33.51K | Jun 30, 26 | +33.40K | 0.01% |
| Global Retirement Partners, LLC | 32.54K | Jun 30, 26 | +32.54K | 0.01% |
| Integrated Wealth Concepts LLC | 31.64K | Jun 30, 26 | +18.66K | 0.01% |
| Bellwether Advisors, LLC | 30.24K | Jun 30, 26 | +320 | 0.01% |
| Advyzon Investment Management, LLC | 29.64K | Jun 30, 26 | +753 | 0.01% |
| Sowell Financial Services LLC | 28.83K | Jun 30, 26 | -630 | 0.01% |
| Pictet Asset Management Holding SA | 28.52K | Jun 30, 26 | -399 | 0.01% |
| BESSEMER GROUP INC | 27.83K | Jun 30, 26 | -295 | 0.01% |
| MMBG INVESTMENT ADVISORS CO. | 27.80K | Jun 30, 26 | -- | 0.01% |
| TMB Capital Partners, LLC | 27.50K | Jun 30, 26 | +4.22K | 0.01% |
| Sequoia Financial Advisors, LLC | 26.62K | Jun 30, 26 | +648 | 0.01% |
| Tempo Wealth, LLC | 26.25K | Jun 30, 26 | -845 | 0.01% |
| Pathstone Holdings, LLC | 26.22K | Jun 30, 26 | +26.22K | 0.01% |
| B. Riley Wealth Advisors, Inc. | 26.20K | Jun 30, 26 | +5.01K | 0.01% |
| Tolleson Wealth Management, Inc. | 26.15K | Jun 30, 26 | -1.30K | 0.01% |
| Arkadios Wealth Advisors | 25.86K | Jun 30, 26 | +2.11K | 0.01% |
| WBH ADVISORY INC | 25.84K | Jun 30, 26 | -2.17K | 0.01% |
| JGP Wealth Management, LLC | 25.66K | Jun 30, 26 | +3.72K | 0.01% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 24.72K | Jun 30, 26 | -180 | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24.43K | Jun 30, 26 | -6.05K | 0.01% |
| Cumberland Partners Ltd | 23.96K | Jun 30, 26 | +1.55K | 0.01% |
| Gotham Asset Management, LLC | 23.92K | Jun 30, 26 | +4.61K | 0.01% |
| FLAGSTAR ADVISORS INC. | 23.36K | Jun 30, 26 | +15.59K | 0.01% |
| Pinnacle Financial Partners, Inc. | 22.93K | Jun 30, 26 | +1.16K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 22.70K | Jun 30, 26 | +8.07K | 0.01% |
| Waverly Advisors, LLC | 22.29K | Jun 30, 26 | +1.02K | 0.01% |
| FMR LLC | 21.49K | Jun 30, 26 | +6.66K | 0.01% |
| Pines Wealth Management, LLC | 21.45K | Jun 30, 26 | +3.08K | 0.01% |
| NATIXIS ADVISORS, L.P. | 21.27K | Jun 30, 26 | +2.46K | 0.01% |
| Csenge Advisory Group | 21.13K | Jun 30, 26 | +1.45K | 0.01% |
| J.W. COLE ADVISORS, INC. | 20.56K | Jun 30, 26 | +20.56K | 0.01% |
| Members Trust Co | 20.22K | Jun 30, 26 | -169 | 0.01% |
| Saiph Capital, LLC | 20.19K | Jun 30, 26 | -588 | 0.01% |
| CITADEL ADVISORS LLC | 19.57K | Jun 30, 26 | -32.46K | 0.01% |
| FIFTH THIRD SECURITIES, INC. | 19.44K | Jun 30, 26 | +224 | 0.01% |
| Van Hulzen Asset Management, LLC | 18.67K | Jun 30, 26 | -2.65K | 0.01% |
| PRINCIPAL SECURITIES, INC. | 18.27K | Jun 30, 26 | +314 | 0.01% |
| Summit Financial, LLC | 18.00K | Jun 30, 26 | +7.07K | 0.01% |
| OLD MISSION CAPITAL LLC | 17.35K | Jun 30, 26 | -6.18K | 0.00% |
| Vise Technologies, Inc. | 17.34K | Jun 30, 26 | +17.34K | 0.00% |
| Penobscot Investment Management Company, Inc. | 17.25K | Jun 30, 26 | -10 | 0.00% |
| NorthRock Partners, LLC | 17.06K | Jun 30, 26 | -3.12K | 0.00% |
| Diligent Investors, LLC | 16.71K | Jun 30, 26 | -683 | 0.00% |
| PRINCIPAL FINANCIAL GROUP INC | 16.67K | Jun 30, 26 | +16.67K | 0.00% |
| TFB Advisors LLC | 16.53K | Jun 30, 26 | +231 | 0.00% |
| Prepared Retirement Institute LLC | 16.50K | Jun 30, 26 | +16.50K | 0.00% |
| Calamos Advisors LLC | 16.35K | Jun 30, 26 | -2.34K | 0.00% |
| Private Advisor Group, LLC | 15.88K | Jun 30, 26 | +4.92K | 0.00% |
| Koshinski Asset Management, Inc. | 15.64K | Jun 30, 26 | +156 | 0.00% |
| Seascape Capital Management | 15.57K | Jun 30, 26 | -- | 0.00% |
| NORTHERN TRUST CORP | 15.38K | Jun 30, 26 | +2.01K | 0.00% |
| ALESCO ADVISORS LLC | 15.29K | Jun 30, 26 | -530 | 0.00% |
| Arete Wealth Advisors, LLC | 15.10K | Jun 30, 26 | -181 | 0.00% |
| Oxinas Partners Wealth Management LLC | 14.93K | Jun 30, 26 | +4.76K | 0.00% |
| Montecito Bank & Trust | 14.74K | Jun 30, 26 | +110 | 0.00% |
| Brookstone Capital Management | 14.64K | Jun 30, 26 | +1.76K | 0.00% |
| Capital Investment Advisory Services, LLC | 14.63K | Jun 30, 26 | +228 | 0.00% |
| Investment Advisory Group, LLC | 14.56K | Jun 30, 26 | +14.56K | 0.00% |
| MAI Capital Management | 14.47K | Jun 30, 26 | +195 | 0.00% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 14.41K | Jun 30, 26 | +75 | 0.00% |
| Wealthstar Advisors, LLC | 14.37K | Jun 30, 26 | -115 | 0.00% |
| Fisher Asset Management, LLC | 14.19K | Jun 30, 26 | -2.29K | 0.00% |
| Innova Wealth Partners | 13.72K | Jun 30, 26 | +13.72K | 0.00% |
| Federation des caisses Desjardins du Quebec | 13.69K | Jun 30, 26 | +1.80K | 0.00% |
| CRA Financial Services, LLC | 13.65K | Jun 30, 26 | -- | 0.00% |
| BURKE & HERBERT BANK & TRUST CO | 13.41K | Jun 30, 26 | +13.41K | 0.00% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 13.04K | Jun 30, 26 | -- | 0.00% |
| CROBAN | 13.01K | Jun 30, 26 | -388 | 0.00% |
| Independent Wealth Network Inc. | 12.87K | Jun 30, 26 | +12.87K | 0.00% |
| Savant Capital, LLC | 12.84K | Jun 30, 26 | +12.84K | 0.00% |
| NTV ASSET MANAGEMENT LLC | 12.73K | Jun 30, 26 | -- | 0.00% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12.70K | Jun 30, 26 | -962 | 0.00% |
| Colony Group, LLC | 12.32K | Jun 30, 26 | +542 | 0.00% |
| Intesa Sanpaolo Wealth Management | 12.14K | Jun 30, 26 | +2.64K | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 12.10K | Jun 30, 26 | +12.10K | 0.00% |
| SBI Securities Co., Ltd. | 12.03K | Jun 30, 26 | +5.07K | 0.00% |
| United Advisor Group, LLC | 12.02K | Jun 30, 26 | +816 | 0.00% |
| Edgemoor Investment Advisors, Inc. | 11.90K | Jun 30, 26 | -1.65K | 0.00% |
| Landing Point Financial Group, LLC | 11.83K | Jun 30, 26 | -60.91K | 0.00% |
| DAVIDSON TRUST CO | 11.46K | Jun 30, 26 | +110 | 0.00% |
| ALTERNA WEALTH MANAGEMENT, INC | 11.36K | Jun 30, 26 | -- | 0.00% |
| Koss-Olinger Consulting, LLC | 11.16K | Jun 30, 26 | +114 | 0.00% |
| CAHABA WEALTH MANAGEMENT, INC. | 10.95K | Jun 30, 26 | +129 | 0.00% |
| 1900 WEALTH MANAGEMENT LLC | 10.89K | Jun 30, 26 | +246 | 0.00% |
| Perigon Wealth Management, LLC | 10.72K | Jun 30, 26 | +409 | 0.00% |
| HighTower Advisors, LLC | 10.61K | Jun 30, 26 | -3.02K | 0.00% |
| Breakwater Capital Group | 10.56K | Jun 30, 26 | -909 | 0.00% |
| PARK AVENUE SECURITIES LLC | 10.24K | Jun 30, 26 | -6.03K | 0.00% |
| Atria Investments, Inc | 10.15K | Jun 30, 26 | +10.15K | 0.00% |
| Americana Partners, LLC | 10.10K | Jun 30, 26 | -7.21K | 0.00% |
| WAYSTONE ADVISORS LLC | 9.92K | Jun 30, 26 | +1.04K | 0.00% |
| Foundations Investment Advisors, LLC | 9.89K | Jun 30, 26 | +291 | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.86K | Jun 30, 26 | -1.01K | 0.00% |
| Regal Investment Advisors LLC | 9.54K | Jun 30, 26 | -278 | 0.00% |
| Diversified Enterprises, LLC | 9.43K | Jun 30, 26 | +1.21K | 0.00% |
| Wescott Financial Advisory Group, LLC | 9.28K | Jun 30, 26 | +110 | 0.00% |
| AE Wealth Management LLC | 9.24K | Jun 30, 26 | -1.34K | 0.00% |
| PFG Advisors | 8.99K | Jun 30, 26 | +1.19K | 0.00% |
| Kelly Financial Services LLC | 8.98K | Jun 30, 26 | -985 | 0.00% |
| NBC SECURITIES, INC. | 8.98K | Jun 30, 26 | +7.42K | 0.00% |
| CI Private Wealth, LLC | 8.76K | Jun 30, 26 | +469 | 0.00% |
| Cerity Partners LLC | 8.62K | Jun 30, 26 | -1.88K | 0.00% |
| Ameritas Advisory Services, LLC | 8.35K | Jun 30, 26 | -38.00K | 0.00% |
| CIBC WORLD MARKET INC. | 8.35K | Jun 30, 26 | -4.07K | 0.00% |
| Vestmark Advisory Solutions, Inc. | 8.35K | Jun 30, 26 | -3.39K | 0.00% |
| Mount Yale Investment Advisors, LLC | 8.35K | Jun 30, 26 | -3.39K | 0.00% |
| Moors & Cabot, Inc. | 8.29K | Jun 30, 26 | +41 | 0.00% |
| Valley Financial Group, Inc. | 8.23K | Jun 30, 26 | +4 | 0.00% |
| Snowden Capital Advisors LLC | 8.23K | Jun 30, 26 | -307 | 0.00% |
| Meridian Wealth Management, LLC | 8.21K | Jun 30, 26 | +1.06K | 0.00% |
| Betterment LLC | 8.08K | Jun 30, 26 | -353.73K | 0.00% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 7.97K | Jun 30, 26 | -4.06K | 0.00% |
| Lifeworks Advisors, LLC | 7.93K | Jun 30, 26 | +7.93K | 0.00% |
| BENJAMIN EDWARDS INC | 7.90K | Jun 30, 26 | -803 | 0.00% |
| CAHILL FINANCIAL ADVISORS INC | 7.85K | Jun 30, 26 | +12 | 0.00% |
| Signal Advisors Wealth, LLC | 7.68K | Jun 30, 26 | +951 | 0.00% |
| Avantax Planning Partners, Inc. | 7.41K | Jun 30, 26 | +828 | 0.00% |
| Accurate Wealth Management, LLC | 7.36K | Jun 30, 26 | -1.55K | 0.00% |
| PRIVATE TRUST CO NA | 7.17K | Jun 30, 26 | -630 | 0.00% |
| Root Financial Partners, LLC | 7.15K | Jun 30, 26 | +1.64K | 0.00% |
| OpenArc Corporate Advisory, LLC | 7.05K | Jun 30, 26 | -10.01K | 0.00% |
| Prospera Financial Services Inc | 7.03K | Jun 30, 26 | -79 | 0.00% |
| HOHIMER WEALTH MANAGEMENT, LLC | 7.01K | Jun 30, 26 | +7.01K | 0.00% |
| Spectrum Strategic Capital Management, LLC | 6.99K | Jun 30, 26 | -4 | 0.00% |
| SageView Advisory Group, LLC | 6.96K | Jun 30, 26 | -65 | 0.00% |
| Yukon Wealth Management, Inc. | 6.86K | Jun 30, 26 | -6.18K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 6.83K | Jun 30, 26 | -29.61K | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 6.82K | Jun 30, 26 | -2.31K | 0.00% |
| ShoreHaven Wealth Partners, LLC | 6.78K | Jun 30, 26 | -86 | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | 6.77K | Jun 30, 26 | +450 | 0.00% |
| Lido Advisors, LLC | 6.73K | Jun 30, 26 | +822 | 0.00% |
| FLOW TRADERS U.S. LLC | 6.44K | Jun 30, 26 | -34.24K | 0.00% |
| Meadow Creek Wealth Advisors LLC | 6.39K | Jun 30, 26 | -68 | 0.00% |
| COMMERCE BANK | 6.39K | Jun 30, 26 | +491 | 0.00% |
| SAGESPRING WEALTH PARTNERS, LLC | 6.39K | Jun 30, 26 | -720 | 0.00% |
| LYELL WEALTH MANAGEMENT, LP | 6.36K | Jun 30, 26 | -350 | 0.00% |
| Chicago Partners Investment Group LLC | 6.17K | Jun 30, 26 | +71 | 0.00% |
| EJMK Ventures LLC | 6.06K | Jun 30, 26 | -2.30K | 0.00% |
| IPG Investment Advisors LLC | 6.03K | Jun 30, 26 | -- | 0.00% |
| Fort Point Capital Partners LLC | 5.90K | Jun 30, 26 | +1.60K | 0.00% |
| Apollon Wealth Management, LLC | 5.71K | Jun 30, 26 | -564 | 0.00% |
| True North Advisors, LLC | 5.68K | Jun 30, 26 | +68 | 0.00% |
| Synergy Investment Management, LLC | 5.65K | Jun 30, 26 | +83 | 0.00% |
| CIBC Bancorp USA Inc. | 5.58K | Jun 30, 26 | -479 | 0.00% |
| Ledyard National Bank | 5.55K | Jun 30, 26 | +533 | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.53K | Jun 30, 26 | -4.00K | 0.00% |
| Stratos Wealth Partners, LTD. | 5.48K | Jun 30, 26 | +483 | 0.00% |
| Advisory Services Network, LLC | 5.46K | Jun 30, 26 | +3.85K | 0.00% |
| NOESIS CAPITAL MANGEMENT CORP | 5.42K | Jun 30, 26 | -- | 0.00% |
| TD Capital Management LLC | 5.35K | Jun 30, 26 | -- | 0.00% |
| Ausdal Financial Partners, Inc. | 5.32K | Jun 30, 26 | -2.28K | 0.00% |
| Fortis Advisors, LLC | 5.30K | Jun 30, 26 | +5.30K | 0.00% |
| Stewardship Advisors, LLC | 5.26K | Jun 30, 26 | +165 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 5.24K | Jun 30, 26 | +1.86K | 0.00% |
| Hippocratic Financial Advisors, LLC | 5.16K | Jun 30, 26 | +5.16K | 0.00% |
| PETRA FINANCIAL ADVISORS INC | 5.15K | Jun 30, 26 | +5.15K | 0.00% |
| Southland Equity Partners LLC | 5.12K | Jun 30, 26 | -250 | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5.12K | Jun 30, 26 | -- | 0.00% |
| Azimuth Capital Investment Management LLC | 5.09K | Jun 30, 26 | +5 | 0.00% |
| Merited Wealth, LLC | 4.99K | Jun 30, 26 | -1.45K | 0.00% |
| Destiny Wealth Partners, LLC | 4.98K | Jun 30, 26 | -- | 0.00% |
| Cassady Wealth & Retirement Planning, LLC | 4.96K | Jun 30, 26 | +185 | 0.00% |
| Sterling Investment Counsel, LLC | 4.94K | Jun 30, 26 | -190 | 0.00% |
| Daiwa Securities Group Inc. | 4.92K | Jun 30, 26 | +4.77K | 0.00% |
| CENTRAL VALLEY ADVISORS, LLC | 4.73K | Jun 30, 26 | +55 | 0.00% |
| SONATA CAPITAL GROUP INC | 4.72K | Jun 30, 26 | -- | 0.00% |
| JAMES INVESTMENT RESEARCH INC | 4.69K | Jun 30, 26 | -- | 0.00% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4.61K | Jun 30, 26 | +2 | 0.00% |
| CoreCap Advisors, LLC | 4.44K | Jun 30, 26 | +675 | 0.00% |
| PFG Investments, LLC | 4.42K | Jun 30, 26 | +4.42K | 0.00% |
| National Philanthropic Trust | 4.41K | Jun 30, 26 | +4.41K | 0.00% |
| Quantinno Capital Management LP | 4.36K | Jun 30, 26 | -97 | 0.00% |
| Global Assets Advisory, LLC | 4.26K | Jun 30, 26 | +4.26K | 0.00% |
| Clearbridge Investments, LLC | 4.17K | Jun 30, 26 | +4.17K | 0.00% |
| COUNTRY TRUST BANK | 4.14K | Jun 30, 26 | +4.14K | 0.00% |
| Essex Savings Bank | 4.09K | Jun 30, 26 | +101 | 0.00% |
| Lynx Investment Advisory | 4.09K | Jun 30, 26 | +4.09K | 0.00% |
| Truvestments Capital LLC | 3.85K | Jun 30, 26 | +25 | 0.00% |
| IFG Advisory, LLC | 3.51K | Jun 30, 26 | +3.51K | 0.00% |
| EASTERN BANK | 3.43K | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 3.35K | Jun 30, 26 | +40 | 0.00% |
| Qube Research & Technologies Ltd | 3.07K | Jun 30, 26 | +3.07K | 0.00% |
| Golden State Wealth Management, LLC | 2.95K | Jun 30, 26 | +1.54K | 0.00% |
| WOLFF WIESE MAGANA LLC | 2.90K | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 2.85K | Jun 30, 26 | +2.85K | 0.00% |
| Ronald Blue Trust, Inc. | 2.81K | Jun 30, 26 | +449 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 2.65K | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 2.60K | Jun 30, 26 | -20 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2.57K | Jun 30, 26 | +1.87K | 0.00% |
| SRS Capital Advisors, Inc. | 2.45K | Jun 30, 26 | +2.43K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 2.25K | Jun 30, 26 | +995 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.23K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 2.13K | Jun 30, 26 | +1.10K | 0.00% |
| REAP Financial Group, LLC | 2.13K | Jun 30, 26 | -34 | 0.00% |
| VANGUARD ADVISERS INC | 2.12K | Jun 30, 26 | +344 | 0.00% |
| WPG Advisers, LLC | 2.11K | Jun 30, 26 | +34 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1.93K | Jun 30, 26 | +1.93K | 0.00% |
| Pacifica Partners Inc. | 1.71K | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 1.70K | Jun 30, 26 | +1.70K | 0.00% |
| Colonial Trust Co / SC | 1.70K | Jun 30, 26 | -316 | 0.00% |
| Continuum Advisory, LLC | 1.57K | Jun 30, 26 | +1.57K | 0.00% |
| Archer Investment Corp | 1.57K | Jun 30, 26 | -23 | 0.00% |
| Independence Bank of Kentucky | 1.41K | Jun 30, 26 | -149 | 0.00% |
| SouthState Corp | 1.38K | Jun 30, 26 | +1.22K | 0.00% |
| AdvisorNet Financial, Inc | 1.34K | Jun 30, 26 | +231 | 0.00% |
| Pinnacle Bancorp, Inc. | 1.33K | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 1.30K | Jun 30, 26 | -28 | 0.00% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 1.24K | Jun 30, 26 | -- | 0.00% |
| Rossmore Private Capital | 1.21K | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 1.00K | Jun 30, 26 | -50 | 0.00% |
| Cape Investment Advisory, Inc. | 993 | Jun 30, 26 | +993 | 0.00% |
| Murphy & Mullick Capital Management Corp | 975 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 961 | Jun 30, 26 | +435 | 0.00% |
| Silver Grove Financial Group, Inc. | 908 | Jun 30, 26 | -31 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 900 | Jun 30, 26 | -- | 0.00% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 885 | Jun 30, 26 | +885 | 0.00% |
| Hamrick Investment Counsel, llc | 864 | Jun 30, 26 | +20 | 0.00% |
| Parallel Advisors, LLC | 825 | Jun 30, 26 | -542 | 0.00% |
| Asset Dedication, LLC | 800 | Jun 30, 26 | -2.98K | 0.00% |
| Strive Financial Group ,LLC | 790 | Jun 30, 26 | -147 | 0.00% |
| AlphaCore Capital LLC | 789 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 765 | Jun 30, 26 | -972 | 0.00% |
| Rossby Financial, LCC | 739 | Jun 30, 26 | -1.34K | 0.00% |
| Aptus Capital Advisors, LLC | 708 | Jun 30, 26 | +558 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 682 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 681 | Jun 30, 26 | +674 | 0.00% |
| Bay Harbor Wealth Management, LLC | 671 | Jun 30, 26 | +73 | 0.00% |
| Creative Capital Management Investments LLC | 666 | Jun 30, 26 | -- | 0.00% |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 619 | Jun 30, 26 | -100 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 607 | Jun 30, 26 | +2 | 0.00% |
| Dunhill Financial, LLC | 602 | Jun 30, 26 | +32 | 0.00% |
| Rialto Wealth Management, LLC | 566 | Jun 30, 26 | -- | 0.00% |
| NorthAvenue LLC | 523 | Jun 30, 26 | -- | 0.00% |
| Delos Wealth Advisors, LLC | 516 | Jun 30, 26 | +73 | 0.00% |
| Canton Hathaway, LLC | 490 | Jun 30, 26 | +490 | 0.00% |
| Addison Advisors LLC | 486 | Jun 30, 26 | -- | 0.00% |
| Winthrop Capital Management, LLC | 485 | Jun 30, 26 | -- | 0.00% |
| United Financial Planning Group LLC | 471 | Jun 30, 26 | +5 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 456 | Jun 30, 26 | -- | 0.00% |
| Gen-Wealth Partners Inc | 453 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 422 | Jun 30, 26 | +173 | 0.00% |
| Piscataqua Savings Bank | 396 | Jun 30, 26 | -- | 0.00% |
| Cheviot Value Management, LLC | 389 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 375 | Jun 30, 26 | -- | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 360 | Jun 30, 26 | -- | 0.00% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 354 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 352 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 352 | Jun 30, 26 | +352 | 0.00% |
| Investors Research Corp | 338 | Jun 30, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 320 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 307 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 307 | Jun 30, 26 | +307 | 0.00% |
| BankPlus Trust Department | 274 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 256 | Jun 30, 26 | -- | 0.00% |
| Topsail Wealth Management, LLC | 256 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 253 | Jun 30, 26 | +3 | 0.00% |
| SITTNER & NELSON, LLC | 240 | Jun 30, 26 | +240 | 0.00% |
| Plante Moran Financial Advisors, LLC | 239 | Jun 30, 26 | +239 | 0.00% |
| HUNTINGTON NATIONAL BANK | 230 | Jun 30, 26 | +54 | 0.00% |
| HHM Wealth Advisors, LLC | 204 | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 200 | Jun 30, 26 | -- | 0.00% |
| Virtus ETF Advisers LLC | 180 | Jun 30, 26 | -20 | 0.00% |
| High Note Wealth, LLC | 174 | Jun 30, 26 | -- | 0.00% |
| Axiom Investment Management LLC | 168 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 164 | Jun 30, 26 | -- | 0.00% |
| TOP Private Wealth LLC. | 164 | Jun 30, 26 | +164 | 0.00% |
| Clearstead Advisors, LLC | 160 | Jun 30, 26 | -430 | 0.00% |
| Olistico Wealth, LLC | 151 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 148 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 135 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 133 | Jun 30, 26 | +89 | 0.00% |
| VIMA LLC | 130 | Jun 30, 26 | +130 | 0.00% |
| LOWE BROCKENBROUGH & CO INC | 125 | Jun 30, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 117 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 117 | Jun 30, 26 | +117 | 0.00% |
| EPG Wealth Management LLC | 98 | Jun 30, 26 | -- | 0.00% |
| MOTCO | 98 | Jun 30, 26 | -- | 0.00% |
| Robinswood Financial LLC | 98 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 93 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 93 | Jun 30, 26 | +93 | 0.00% |
| Networth Advisors, LLC | 87 | Jun 30, 26 | +40 | 0.00% |
| BAYBAN | 86 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 84 | Jun 30, 26 | -200 | 0.00% |
| Tower Research Capital LLC (TRC) | 82 | Jun 30, 26 | +82 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 80 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 76 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 74 | Jun 30, 26 | +74 | 0.00% |
| Johnson Financial Group, Inc. | 69 | Jun 30, 26 | +69 | 0.00% |
| Davis Capital Management | 69 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 65 | Jun 30, 26 | -- | 0.00% |
| Coppell Advisory Solutions LLC | 64 | Jun 30, 26 | +64 | 0.00% |
| Lloyd Advisory Services, LLC. | 64 | Jun 30, 26 | -1.27K | 0.00% |
| WestEnd Advisors, LLC | 63 | Jun 30, 26 | +1 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 58 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 55 | Jun 30, 26 | -- | 0.00% |
| Timbuktu Capital Management, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| Activest Wealth Management | 48 | Jun 30, 26 | -112 | 0.00% |
| CHAPMAN FINANCIAL GROUP, LLC | 48 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 45 | Jun 30, 26 | -- | 0.00% |
| HM PAYSON & CO | 41 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 37 | Jun 30, 26 | +37 | 0.00% |
| Cornerstone Planning Group LLC | 35 | Jun 30, 26 | +35 | 0.00% |
| FINANCIAL CONSULATE, INC | 32 | Jun 30, 26 | +32 | 0.00% |
| N.E.W. Advisory Services LLC | 26 | Jun 30, 26 | -- | 0.00% |
| PayPay Securities Corp | 23 | Jun 30, 26 | -1 | 0.00% |
| Coston, McIsaac & Partners | 20 | Jun 30, 26 | -- | 0.00% |
| Hurley Capital, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 18 | Jun 30, 26 | +18 | 0.00% |
| Meramec Financial Planners, LLC | 15 | Jun 30, 26 | +15 | 0.00% |
| Sunrise Financial Services, LLC | 14 | Jun 30, 26 | +14 | 0.00% |
| Transamerica Financial Advisors, Inc. | 11 | Jun 30, 26 | -871 | 0.00% |
| Coastal Investment Advisors, Inc. | 10 | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 8 | Jun 30, 26 | +8 | 0.00% |
| SIGNATUREFD, LLC | 5 | Jun 30, 26 | -406 | 0.00% |
| HighMark Wealth Management LLC | 4 | Jun 30, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 1 | Jun 30, 26 | -- | 0.00% |
| BlueCrest Capital Management Ltd | 1 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Jun 30, 26 | -159 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1 | Jun 30, 26 | -181 | 0.00% |
| Kozak & Associates, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -4.06K | -- |
| Grant Private Wealth Management Inc | -- | Jun 30, 26 | -20.76K | -- |
| Clearstead Trust, LLC | -- | Jun 30, 26 | -51 | -- |
| Kestra Investment Management, LLC | -- | Jun 30, 26 | -5.84K | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -30 | -- |
| DUNCKER STREETT & CO INC | -- | Jun 30, 26 | -11 | -- |
| ARWA LLC | -- | Jun 30, 26 | -5.99K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -6.56K | -- |
| Investment Management Trust, LLC | -- | Jun 30, 26 | -10.26K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -51.95K | -- |
| CAP Partners, LLC | -- | Jun 30, 26 | -20.03K | -- |
| Second Line Capital, LLC | -- | Jun 30, 26 | -3.93K | -- |
| Capital Square, LLC | -- | Jun 30, 26 | -6.90K | -- |
| Virtue Capital Management, LLC | -- | Jun 30, 26 | -63.96K | -- |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | -- | Jun 30, 26 | -24.91K | -- |
| NIXON PEABODY TRUST CO | -- | Jun 30, 26 | -5.05K | -- |
| Heck Capital Advisors, LLC | -- | Jun 30, 26 | -50.26K | -- |
| Cambridge Financial Group, LLC | -- | Jun 30, 26 | -5.00K | -- |
| Fountainhead AM, LLC | -- | Jun 30, 26 | -4.12K | -- |
| Burk Holdings LLC | -- | Jun 30, 26 | -19 | -- |
| Pacific Excel Wealth Advisors, Inc. | -- | Jun 30, 26 | -15.48K | -- |
| Kensington Asset Management, LLC | -- | Jun 30, 26 | -129.60K | -- |
| Wedmont Private Capital | -- | Jun 30, 26 | -4.90K | -- |
| Facet Wealth, Inc. | -- | Jun 30, 26 | -5.08K | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -17 | -- |
| PROATHLETE WEALTH MANAGEMENT LLC | -- | Jun 30, 26 | -186 | -- |
| Vision Retirement, LLC | -- | Jun 30, 26 | -17 | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -21 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -7.52K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -3.63K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -790.79K | -- |
| LFA - Lugano Financial Advisors SA | -- | Jun 30, 26 | -2.12K | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -448 | -- |
| AMERICAN NATIONAL BANK | -- | Jun 30, 26 | -1.30K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -20.65K | -- |
| StoneX Group Inc. | -- | Jun 30, 26 | -7.29K | -- |
| XTX Topco Ltd | -- | Jun 30, 26 | -10.11K | -- |
| RHS Financial, LLC | -- | Jun 30, 26 | -8.40K | -- |
| Catalytic Wealth RIA, LLC | -- | Jun 30, 26 | -8.29K | -- |
| Signature Equity Partners, LLC | -- | Jun 30, 26 | -314 | -- |
| Bell Investment Advisors, Inc | -- | Jun 30, 26 | -79 | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -51 | -- |
| SOA Wealth Advisors, LLC. | -- | Jun 30, 26 | -16 | -- |
| HARRIS ASSOCIATES L P | -- | Jun 30, 26 | -50 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.24K | -- |
| Vermillion Wealth Management, Inc. | -- | Jun 30, 26 | -40 | -- |
| Joule Financial, LLC | -- | Jun 30, 26 | -6.66K | -- |
| PITTENGER & ANDERSON INC | -- | Jun 30, 26 | -29 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -4.10K | -- |
| DHJJ Financial Advisors, Ltd. | -- | Jun 30, 26 | -1.63K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -1.88K | -- |
| Darwin Wealth Management, LLC | -- | Jun 30, 26 | -26 | -- |
| CWM, LLC | 102.33K | Mar 31, 26 | -13.06K | 0.03% |
| EXENCIAL WEALTH ADVISORS, LLC | 10.56K | Mar 31, 26 | +545 | 0.00% |
| Anchor Investment Management, LLC | 463 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 58 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 58 | Mar 31, 26 | -- | 0.00% |
| Long Run Wealth Advisors, LLC | 1.20M | Dec 31, 25 | +27.82K | 0.34% |
| COMERICA BANK | 123.58K | Dec 31, 25 | -838 | 0.04% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 49.84K | Dec 31, 25 | +7.38K | 0.01% |
| CIBC Private Wealth Group, LLC | 4.71K | Dec 31, 25 | -620 | 0.00% |
| FineMark National Bank & Trust | 3.90K | Dec 31, 25 | -50 | 0.00% |
| ORG Partners LLC | 3.84K | Dec 31, 25 | -5 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 40 | Dec 31, 25 | +40 | 0.00% |
| New Millennium Group LLC | 23 | Dec 31, 25 | -- | 0.00% |
| Motiv8 Investments LLC | -- | Dec 31, 25 | -115.75K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -425 | -- |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -9 | -- |
| Sensible Financial Planning & Management, LLC. | 1.41M | Sep 30, 25 | +15.50K | 0.40% |
| Lion Street Advisors, LLC | 19.20K | Sep 30, 25 | -1.40K | 0.01% |
| Bristlecone Advisors, LLC | 17.29K | Sep 30, 25 | +17.29K | 0.00% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 13.63K | Sep 30, 25 | +506 | 0.00% |
| SYNOVUS FINANCIAL CORP | 10.43K | Sep 30, 25 | +227 | 0.00% |
| PINNACLE FINANCIAL PARTNERS INC | 7.56K | Sep 30, 25 | +7.56K | 0.00% |
| AllSquare Wealth Management LLC | 250 | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 137 | Sep 30, 25 | +137 | 0.00% |
| New Century Financial Group, LLC | -- | Sep 30, 25 | -7.24K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 87.67K | Jun 30, 25 | +7.96K | 0.02% |
| Atria Wealth Solutions, Inc. | 39.09K | Jun 30, 25 | -10.65K | 0.01% |
| DHK Financial Advisors, Inc. | 10.80K | Jun 30, 25 | -10.80K | 0.00% |
| Blue Investment Partners LLC | 5.42K | Jun 30, 25 | +5.42K | 0.00% |
| Congress Wealth Management LLC / DE / | 5.24K | Jun 30, 25 | +5.24K | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1.51K | Jun 30, 25 | +1.51K | 0.00% |
| First Horizon Advisors, Inc. | 1.39K | Jun 30, 25 | +834 | 0.00% |
| Legacy Investment Solutions, LLC | 101 | Jun 30, 25 | +101 | 0.00% |
| US FINANCIAL ADVISORS, LLC | 110.06K | Mar 31, 25 | +4.06K | 0.03% |
| Aveo Capital Partners, LLC | 7.38K | Mar 31, 25 | -87.47K | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 1.51K | Mar 31, 25 | +11 | 0.00% |
| Sandy Spring Bank | 1 | Mar 31, 25 | +1 | 0.00% |
| BOSTON FINANCIAL MANGEMENT LLC | 505.03K | Dec 31, 24 | +16.33K | 0.14% |
| Quantitative Strategies, Inc. | 96.27K | Dec 31, 24 | -118 | 0.03% |
| HART & PATTERSON FINANCIAL GROUP LLC | 60.04K | Dec 31, 24 | +1.45K | 0.02% |
| Anchor Pointe Wealth Management, LLC | 24.08K | Dec 31, 24 | +24.08K | 0.01% |
| Bison Wealth, LLC | 4.57K | Dec 31, 24 | -221 | 0.00% |
| Sanctuary Wealth Management, L.L.C. | 102 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -688 | -- |
| Carlson Capital Management | -- | Dec 31, 24 | -6.21K | -- |
| RAYMOND JAMES & ASSOCIATES | 520.32K | Sep 30, 24 | -8.73K | 0.15% |
| Brophy Wealth Management, LLC | 101.13K | Sep 30, 24 | +101.13K | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 49.05K | Sep 30, 24 | +4.97K | 0.01% |
| Family Asset Management, LLC | 22.48K | Sep 30, 24 | -313 | 0.01% |
| Kingfisher Capital LLC | 18.48K | Sep 30, 24 | -1.37K | 0.01% |
| RAYMOND JAMES TRUST N.A. | 14.18K | Sep 30, 24 | -230 | 0.00% |
| Peterson Financial Group, Inc. | 11.83K | Sep 30, 24 | -1.03K | 0.00% |
| Edmonds Duncan Registered Investment Advisors, LLC | 4.75K | Sep 30, 24 | +218 | 0.00% |
| FinTrust Capital Advisors, LLC | 3.14K | Sep 30, 24 | -- | 0.00% |
| First Personal Financial Services | 13 | Sep 30, 24 | -- | 0.00% |
| Syntrinsic LLC | -- | Sep 30, 24 | -75 | -- |
| BlackRock Inc. | 7.12M | Jun 30, 24 | +1.38M | 2.03% |
| Arden Trust Co | 25.04K | Jun 30, 24 | +604 | 0.01% |
| ICA Group Wealth Management, LLC | 250 | Jun 30, 24 | -351 | 0.00% |
| Cetera Advisor Networks LLC | 520.97K | Mar 31, 24 | -99.81K | 0.15% |
| Manning & Napier Group, LLC | 429.67K | Mar 31, 24 | -17.22K | 0.12% |
| Ratio Wealth Group | 405.97K | Mar 31, 24 | +33.53K | 0.12% |
| Cetera Advisors LLC | 77.95K | Mar 31, 24 | +42.83K | 0.02% |
| Coulter & Justus Financial Services, LLC | 4.95K | Mar 31, 24 | +4.95K | 0.00% |
| Credential Qtrade Securities Inc. | 3.61K | Mar 31, 24 | -- | 0.00% |
| Retirement Group, LLC | 286 | Mar 31, 24 | -- | 0.00% |
| Bartlett & Co. LLC | 93.69K | Dec 31, 23 | +93.69K | 0.03% |
| DFPG INVESTMENTS, LLC | 53.76K | Dec 31, 23 | +3.31K | 0.02% |
| Simplicity Solutions, LLC | 5.33K | Dec 31, 23 | +118 | 0.00% |
| WEALTHSOURCE PARTNERS, LLC | -- | Dec 31, 23 | -12.23K | -- |
| New Legacy Group, LLC | 7.60K | Sep 30, 23 | -- | 0.00% |
| ADVISOR PARTNERS II, LLC | 6.69K | Sep 30, 23 | -23.30K | 0.00% |
| Icon Wealth Partners, LLC | 3.29K | Sep 30, 23 | +28 | 0.00% |
| PICTET ASSET MANAGEMENT SA | 115.79K | Jun 30, 23 | +365 | 0.03% |
| TIAA, FSB | 98.52K | Jun 30, 23 | +98.52K | 0.03% |
| BerganKDV Wealth Management, LLC | 39.63K | Jun 30, 23 | -4.04K | 0.01% |
| Endurance Wealth Management, Inc. | 16 | Jun 30, 23 | -- | 0.00% |
| Personal Capital Advisors Corp | 9.74M | Dec 31, 22 | +9.74M | 2.78% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 600 | Dec 31, 22 | +600 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | -- | Dec 31, 22 | -37 | -- |
| MUFG Americas Holdings Corp | 212.51K | Sep 30, 22 | -1.20K | 0.06% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 27.00K | Sep 30, 22 | -5.83K | 0.01% |
| American Portfolios Advisors | 3.69K | Sep 30, 22 | -157 | 0.00% |
| Spectrum Management Group, LLC | 1.88K | Sep 30, 22 | +858 | 0.00% |
| KerberRose Wealth Management, LLC | 50.50K | Jun 30, 22 | +50.50K | 0.01% |
| B. Riley Wealth Management, Inc. | 7.48K | Jun 30, 22 | -49 | 0.00% |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. | -- | Jun 30, 22 | -4.52K | -- |
| Private Capital Group, LLC | -- | Jun 30, 22 | -1.35K | -- |
| People's United Financial, Inc. | 469.17K | Mar 31, 22 | +265.15K | 0.13% |
| CAPITAL ONE FINANCIAL CORP | 75.86K | Mar 31, 22 | -419.49K | 0.02% |
| IndexIQ Advisors LLC | 12.30K | Mar 31, 22 | +6.32K | 0.00% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4.29K | Mar 31, 22 | -156 | 0.00% |
| Azimuth Capital Management LLC | 4.03K | Mar 31, 22 | +130 | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 62 | Mar 31, 22 | -- | 0.00% |
| Lenox Wealth Advisors, LLC | 41 | Mar 31, 22 | -- | 0.00% |
| MD Financial Management Inc. | 560.10K | Dec 31, 21 | -5.41K | 0.16% |
| Pantheon Investment Group, LLC | 4.20K | Dec 31, 21 | -639 | 0.00% |
| Carroll Financial Associates, Inc. | 2.96K | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 172 | Dec 31, 21 | +54 | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 91.20K | Sep 30, 21 | -2.19K | 0.03% |
| FEDERAL RESERVE BANK OF NEW YORK | 2.01M | Jun 30, 21 | -991.06K | 0.57% |
| PICTET ASSET MANAGEMENT LTD | 132.92K | Jun 30, 21 | +2.54K | 0.04% |
| PNC Managed Account Solutions, Inc. | 103.08K | Jun 30, 21 | +103.08K | 0.03% |
| Pinnacle Advisory Group, Inc. | 1.54M | Mar 31, 21 | +266.82K | 0.44% |
| BBVA USA Bancshares, Inc. | 95.58K | Mar 31, 21 | +95.58K | 0.03% |
| Swift Run Capital Management, LLC | 3.38K | Dec 31, 20 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 6.41K | Sep 30, 20 | +695 | 0.00% |
| LifePlan Financial Group, Inc | 603 | Sep 30, 20 | -243 | 0.00% |
| BOYS ARNOLD & CO INC | 26.10K | Mar 31, 20 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 57.59K | Dec 31, 19 | -3.55K | 0.02% |
| Advisor Group, Inc. | 23.09K | Dec 31, 19 | -2.33K | 0.01% |
| SUNTRUST BANKS INC | 1.45M | Sep 30, 19 | +31.89K | 0.41% |
| BB&T SECURITIES, LLC | 76.33K | Sep 30, 19 | +6.98K | 0.02% |
| Wealth & Pension Services Group, Inc. | 28.36K | Sep 30, 19 | -370 | 0.01% |
| BOSTON ADVISORS LLC | -- | Sep 30, 19 | -6.36K | -- |
| Delek Group, Ltd. | 10.32K | Jun 30, 19 | -- | 0.00% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 17.95K | Mar 31, 19 | -- | 0.01% |
| Credential Securities Inc. | 1.47K | Jun 30, 18 | -- | 0.00% |
| FinTrust Investment Advisory Services, LLC | -- | Mar 31, 18 | -1.79K | -- |
| Cornerstone Financial Partners, LLC | 2.21K | Dec 31, 17 | -19.24K | 0.00% |
| WealthShield, LLC | 465 | Dec 31, 17 | +465 | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 274 | Dec 31, 17 | +19 | 0.00% |
| Commonwealth Equity Services, Inc | 11.88K | Jun 30, 17 | +1.53K | 0.00% |
| Virtu KCG Holdings LLC | 5.32K | Jun 30, 17 | +5.32K | 0.00% |
| ROBSHAW & JULIAN ASSOCIATES INC | 1.90K | Jun 30, 17 | -- | 0.00% |
| Independent Portfolio Consultants, Inc. | 10 | Jun 30, 17 | -5 | 0.00% |
| Clarity Capital KCPS Ltd. | 3.31K | Mar 31, 17 | +3.31K | 0.00% |
| BlackRock Fund Advisors | 1.59M | Dec 31, 16 | +383.81K | 0.45% |
| BlackRock Investment Management, LLC | 103.81K | Dec 31, 16 | +52.03K | 0.03% |
| BLACKROCK ADVISORS LLC | 52.86K | Dec 31, 16 | +2.06K | 0.02% |
| Braver Wealth Management, LLC | 3.73K | Dec 31, 16 | +3.73K | 0.00% |
| BlackRock Japan Co. Ltd | 2.88K | Dec 31, 16 | -512 | 0.00% |
| MSI Financial Services Inc | 2.05K | Dec 31, 16 | +274 | 0.00% |
| SOCIETE GENERALE | 6.94K | Jun 30, 16 | +6.94K | 0.00% |
| Investors Capital Advisory Services | 2.66K | Jun 30, 16 | +7 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 3.31K | Jun 30, 15 | -2.19K | 0.00% |
| Placemark Investments, Inc. | 45.39K | Dec 31, 14 | +9.33K | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 218 | Dec 31, 14 | -101 | 0.00% |
| UBS AG | 74.62K | Sep 30, 14 | +2.41K | 0.02% |
| Stifel Trust Company, N.A. | 1.00K | Sep 30, 14 | -450 | 0.00% |
| 1919 Investment Counsel, LLC | 555 | Sep 30, 14 | -100 | 0.00% |
| Jane Street Holding, LLC | 128.49K | Dec 31, 13 | +83.68K | 0.04% |
| KNIGHT CAPITAL GROUP LLC | 2.22K | Jun 30, 13 | -22.17K | 0.00% |
| CITY NATIONAL ROCHDALE, LLC | 22.91K | Dec 31, 12 | +22.91K | 0.01% |
| First Allied Securities, Inc. | 6.39K | Jun 30, 12 | +1.72K | 0.00% |
| RBC Private Counsel (USA) Inc. | 100 | Sep 30, 09 | +100 | 0.00% |
| RBC Phillips, Hager & North Investment Counsel Inc. | -- | Sep 30, 09 | -100 | -- |