iShares Core U.S. REIT ETF(USRT)

$64.48—Stale · unknown old

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iShares Core U.S. REIT ETF(USRT)

NYSE • Last print unknown ago

$64.48—Stale · unknown old

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USRT(USRT)

USRT

Institutional Ownership

Top 578 Institutional Holders

Holder	Shares	Date	Change	% Held
PRICE T ROWE ASSOCIATES INC /MD/	4.80M	Jun 30, 26	+4.80M	7.49%
BlackRock, Inc.	4.61M	Jun 30, 26	+22.75K	7.18%
US BANCORP \DE\	2.80M	Jun 30, 26	-1.06K	4.36%
BANK OF AMERICA CORP /DE/	2.21M	Jun 30, 26	+1.62M	3.45%
GLENMEDE TRUST CO NA	1.94M	Jun 30, 26	-26.89K	3.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.92M	Jun 30, 26	+99.54K	2.99%
LPL Financial LLC	1.76M	Jun 30, 26	+1.00M	2.74%
Trust Co of Tennessee	1.20M	Jun 30, 26	-39.66K	1.86%
Savant Capital, LLC	950.67K	Jun 30, 26	-5.86K	1.48%
Cerity Partners LLC	940.27K	Jun 30, 26	+24.59K	1.47%
MORGAN STANLEY	852.21K	Jun 30, 26	-101.04K	1.33%
Rakuten Investment Management, Inc.	841.78K	Jun 30, 26	-641.96K	1.31%
Apollon Wealth Management, LLC	841.12K	Jun 30, 26	+264.91K	1.31%
Disciplina Capital Management LLC	782.53K	Jun 30, 26	-78.75K	1.22%
FIFTH THIRD BANCORP	776.68K	Jun 30, 26	-912	1.21%
Prime Capital Investment Advisors, LLC	773.23K	Jun 30, 26	-817	1.21%
Blueprint Investment Partners LLC	646.15K	Jun 30, 26	+426.62K	1.01%
MISSION WEALTH MANAGEMENT, LP	630.45K	Jun 30, 26	+104.38K	0.98%
CI Private Wealth, LLC	592.39K	Jun 30, 26	-26.20K	0.92%
HighTower Advisors, LLC	576.95K	Jun 30, 26	+18.14K	0.90%
Rodgers & Associates, LTD	401.89K	Jun 30, 26	+2.88K	0.63%
Charles Schwab Trust Co	392.43K	Jun 30, 26	-18.61K	0.61%
SMI Advisory Services, LLC	377.63K	Jun 30, 26	+377.63K	0.59%
Neuberger Berman Group LLC	376.31K	Jun 30, 26	+356.21K	0.59%
Blueprint Financial Advisors LLC	359.79K	Jun 30, 26	+231.64K	0.56%
CHOREO, LLC	356.87K	Jun 30, 26	-29.89K	0.56%
STEPHENS INC /AR/	356.38K	Jun 30, 26	-9.26K	0.56%
SUMITOMO LIFE INSURANCE CO	355.50K	Jun 30, 26	+105.80K	0.55%
93 Financial Group, LLC	351.88K	Jun 30, 26	-25.05K	0.55%
Financial & Tax Architects, LLC	338.85K	Jun 30, 26	+12.05K	0.53%
S. R. Schill & Associates	326.59K	Jun 30, 26	+24.11K	0.51%
Fi3 FINANCIAL ADVISORS, LLC	311.72K	Jun 30, 26	+298.62K	0.49%
FIDUCIENT ADVISORS LLC	306.91K	Jun 30, 26	+11.90K	0.48%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	299.17K	Jun 30, 26	-121.12K	0.47%
ADVISOR GROUP HOLDINGS, INC.	292.65K	Jun 30, 26	+38.69K	0.46%
Stadion Money Management, LLC	279.25K	Jun 30, 26	-15.00K	0.44%
Pure Financial Advisors, LLC	278.50K	Jun 30, 26	+331	0.43%
MPS Loria Financial Planners, LLC	275.47K	Jun 30, 26	+7.94K	0.43%
CAPTRUST FINANCIAL ADVISORS	273.82K	Jun 30, 26	+215	0.43%
Rockbridge Investment Management, LCC	272.17K	Jun 30, 26	-14.30K	0.42%
UBS Group AG	269.73K	Jun 30, 26	-12.26K	0.42%
PGIM Custom Harvest LLC	259.28K	Jun 30, 26	-7.28K	0.40%
Cetera Investment Advisers	257.15K	Jun 30, 26	+68.00K	0.40%
Lido Advisors, LLC	252.53K	Jun 30, 26	+8.85K	0.39%
TECTONIC ADVISORS LLC	252.34K	Jun 30, 26	+8.40K	0.39%
HighPoint Advisor Group LLC	249.67K	Jun 30, 26	+249.67K	0.39%
GOLDMAN SACHS GROUP INC	243.42K	Jun 30, 26	+43.26K	0.38%
Biltmore Wealth Management, LLC	226.55K	Jun 30, 26	+3.26K	0.35%
Cannon Financial Strategists, Inc.	212.25K	Jun 30, 26	+3.21K	0.33%
MOLLER FINANCIAL SERVICES	206.93K	Jun 30, 26	+206.93K	0.32%
Wealthcare Advisory Partners LLC	200.74K	Jun 30, 26	+23.64K	0.31%
CAPITAL PERFORMANCE ADVISORS LLP	194.59K	Jun 30, 26	+15.33K	0.30%
Glenview Trust Co	192.12K	Jun 30, 26	-1.62K	0.30%
Creative Planning	175.54K	Jun 30, 26	-1.25K	0.27%
ROYAL BANK OF CANADA	173.30K	Jun 30, 26	-8.43K	0.27%
Freedom Day Solutions, LLC	172.98K	Jun 30, 26	+6.27K	0.27%
Smartleaf Asset Management LLC	171.70K	Jun 30, 26	--	0.27%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	170.63K	Jun 30, 26	+4.75K	0.27%
Colony Group, LLC	164.29K	Jun 30, 26	+76.32K	0.26%
JPMORGAN CHASE & CO	162.21K	Jun 30, 26	-5.43K	0.25%
AMERIPRISE FINANCIAL INC	161.72K	Jun 30, 26	-60.74K	0.25%
Cornerstone Management, Inc.	156.56K	Jun 30, 26	-1.47K	0.24%
ENVESTNET ASSET MANAGEMENT INC	155.02K	Jun 30, 26	-17.85K	0.24%
Gimbal Financial	153.56K	Jun 30, 26	+153.56K	0.24%
Atomi Financial Group, Inc.	138.00K	Jun 30, 26	-3.71K	0.22%
ERn Financial, LLC	132.50K	Jun 30, 26	+2.06K	0.21%
MOODY NATIONAL BANK TRUST DIVISION	124.88K	Jun 30, 26	-4.97K	0.19%
TPG Financial Advisors, LLC	123.23K	Jun 30, 26	+4.62K	0.19%
Spartan Planning & Wealth Management	120.73K	Jun 30, 26	+91.15K	0.19%
Rialto Wealth Management, LLC	116.23K	Jun 30, 26	+7.96K	0.18%
CANANDAIGUA NATIONAL BANK & TRUST CO	115.95K	Jun 30, 26	+115.95K	0.18%
Financial Solutions Advisory Group, Inc.	115.16K	Jun 30, 26	-285	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	110.80K	Jun 30, 26	+877	0.17%
Legacy Financial Group LLC	109.47K	Jun 30, 26	-1.88K	0.17%
Mariner, LLC	108.53K	Jun 30, 26	-4.94K	0.17%
Peak Financial Management, Inc.	104.74K	Jun 30, 26	+2.17K	0.16%
Rockefeller Capital Management L.P.	101.33K	Jun 30, 26	+26.53K	0.16%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	98.50K	Jun 30, 26	-19.03K	0.15%
JONES FINANCIAL COMPANIES LLLP	94.71K	Jun 30, 26	+9.59K	0.15%
PHILLIPS FINANCIAL MANAGEMENT, LLC	94.51K	Jun 30, 26	-27.71K	0.15%
Cambridge Investment Research Advisors, Inc.	89.56K	Jun 30, 26	+28.59K	0.14%
CoreCap Advisors, LLC	88.43K	Jun 30, 26	+17.39K	0.14%
Topel & Distasi Wealth Management, LLC	78.42K	Jun 30, 26	-2.53K	0.12%
Prosperity Planning, Inc.	77.79K	Jun 30, 26	+625	0.12%
Envision Financial LLC	76.98K	Jun 30, 26	+5.65K	0.12%
COMMERCE BANK	75.70K	Jun 30, 26	+15.37K	0.12%
Walkner Condon Financial Advisors LLC	71.83K	Jun 30, 26	+4.74K	0.11%
RETIREMITTEN FINANCIAL LLC	71.67K	Jun 30, 26	+4.38K	0.11%
Naviter Wealth, LLC	70.35K	Jun 30, 26	+13.76K	0.11%
Windsor Capital Management, LLC	67.82K	Jun 30, 26	+1.37K	0.11%
TWO SIGMA INVESTMENTS, LP	67.80K	Jun 30, 26	-646.00K	0.11%
Visionary Wealth Advisors	66.95K	Jun 30, 26	-10.84K	0.10%
THRIVENT FINANCIAL FOR LUTHERANS	66.29K	Jun 30, 26	-302.18K	0.10%
WELLS FARGO & COMPANY/MN	64.16K	Jun 30, 26	-13.92K	0.10%
Waverly Advisors, LLC	63.07K	Jun 30, 26	+217	0.10%
Millington Financial Advisors, LLC	62.74K	Jun 30, 26	+3.10K	0.10%
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	62.39K	Jun 30, 26	+62.39K	0.10%
RAYMOND JAMES FINANCIAL INC	61.57K	Jun 30, 26	-1.60K	0.10%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC	59.49K	Jun 30, 26	-37.59K	0.09%
Financial Management, Inc.	58.05K	Jun 30, 26	+4.30K	0.09%
SRS Capital Advisors, Inc.	57.30K	Jun 30, 26	+57.04K	0.09%
Roble, Belko & Company, Inc	56.49K	Jun 30, 26	+4.38K	0.09%
VestGen Advisors, LLC	54.49K	Jun 30, 26	+15.58K	0.08%
D. E. Shaw & Co., Inc.	54.30K	Jun 30, 26	+49.62K	0.08%
Stamos Capital Partners, L.P.	53.84K	Jun 30, 26	-3.62K	0.08%
Apollon Financial, LLC	53.47K	Jun 30, 26	+4.68K	0.08%
Post Resch Tallon Group Inc.	52.70K	Jun 30, 26	-69	0.08%
Kestra Advisory Services, LLC	50.87K	Jun 30, 26	+7.60K	0.08%
Financial Planning Fort Collins, LLC	50.10K	Jun 30, 26	-1.25K	0.08%
RFG Advisory, LLC	49.98K	Jun 30, 26	+17.49K	0.08%
ES4, LLC	49.01K	Jun 30, 26	--	0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV	48.20K	Jun 30, 26	-749	0.08%
Pathstone Holdings, LLC	47.93K	Jun 30, 26	-226	0.07%
Modern Wealth Management, LLC	47.71K	Jun 30, 26	-7.46K	0.07%
PRIVATE CLIENT SERVICES, LLC	46.51K	Jun 30, 26	-8.42K	0.07%
MML INVESTORS SERVICES, LLC	46.36K	Jun 30, 26	+5.59K	0.07%
RENAISSANCE TECHNOLOGIES LLC	46.22K	Jun 30, 26	+46.22K	0.07%
WealthTrak Capital Management LLC	45.23K	Jun 30, 26	+815	0.07%
Keystone Financial Group, Inc.	44.19K	Jun 30, 26	+2.15K	0.07%
Weil Company, Inc.	43.88K	Jun 30, 26	+43.88K	0.07%
Dogwood Wealth Management LLC	42.89K	Jun 30, 26	-523	0.07%
PROSPERITY BANCSHARES INC	40.91K	Jun 30, 26	+8.31K	0.06%
Buckingham Strategic Partners	40.80K	Jun 30, 26	+6.75K	0.06%
Comprehensive Money Management Services LLC	38.42K	Jun 30, 26	+253	0.06%
Wealth Alliance	37.68K	Jun 30, 26	+20.06K	0.06%
IFC & Insurance Marketing, Inc.	36.84K	Jun 30, 26	+3.61K	0.06%
Baird Financial Group, Inc.	36.56K	Jun 30, 26	+20.68K	0.06%
Fonville Wealth Management LLC	36.30K	Jun 30, 26	+9.14K	0.06%
Virtus Family Office LLC	36.06K	Jun 30, 26	+22.84K	0.06%
FAMILY WEALTH PARTNERS, LLC	34.55K	Jun 30, 26	+2.04K	0.05%
SeedSafe Financial LLC	34.26K	Jun 30, 26	+1.37K	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	34.00K	Jun 30, 26	-10.68K	0.05%
INTEGRATED WEALTHCARE, LLC	33.13K	Jun 30, 26	+789	0.05%
Wealthcare Capital Partners, LLC	31.99K	Jun 30, 26	+2.56K	0.05%
Zurcher Kantonalbank (Zurich Cantonalbank)	31.79K	Jun 30, 26	--	0.05%
CAHILL FINANCIAL ADVISORS INC	31.56K	Jun 30, 26	+11.10K	0.05%
Alpha Financial Partners, LLC	30.56K	Jun 30, 26	-155	0.05%
STATE STREET CORP	30.50K	Jun 30, 26	+10.20K	0.05%
Kohmann Bosshard Financial Services, LLC	30.34K	Jun 30, 26	+485	0.05%
Principia Wealth Advisory, LLC	29.85K	Jun 30, 26	+2.44K	0.05%
TENET WEALTH PARTNERS, LLC	29.63K	Jun 30, 26	+29.63K	0.05%
TriaGen Wealth Management LLC	29.48K	Jun 30, 26	+1.60K	0.05%
CarsonAllaria Wealth Management, Ltd.	29.46K	Jun 30, 26	-758	0.05%
Farther Finance Advisors, LLC	29.35K	Jun 30, 26	+1.90K	0.05%
Vise Technologies, Inc.	29.22K	Jun 30, 26	-1.51K	0.05%
Arkadios Wealth Advisors	29.17K	Jun 30, 26	+2.49K	0.05%
TD Waterhouse Canada Inc.	29.02K	Jun 30, 26	+30	0.05%
IFG Advisory, LLC	28.60K	Jun 30, 26	+28.60K	0.04%
Frontier Asset Management, LLC	28.09K	Jun 30, 26	+160	0.04%
Forefront Wealth Partners, LLC	27.16K	Jun 30, 26	+14.04K	0.04%
Prospect Financial Group LLC	26.94K	Jun 30, 26	+199	0.04%
Cascade Wealth Advisors, Inc	26.58K	Jun 30, 26	+2.69K	0.04%
Matthew Goff Investment Advisor, LLC	25.91K	Jun 30, 26	+1.25K	0.04%
ALONGSIDE, LLC	25.51K	Jun 30, 26	+25.51K	0.04%
49 WEALTH MANAGEMENT, LLC	25.51K	Jun 30, 26	+25.51K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	24.86K	Jun 30, 26	-8.38K	0.04%
Coastal Bridge Advisors, LLC	23.83K	Jun 30, 26	+5.59K	0.04%
MERCER GLOBAL ADVISORS INC /ADV	23.77K	Jun 30, 26	-1.04K	0.04%
Brinker Capital Investments, LLC	22.69K	Jun 30, 26	-912	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	22.66K	Jun 30, 26	-2.39K	0.04%
Allworth Financial LP	22.25K	Jun 30, 26	+1.72K	0.03%
Shum Financial Group, Inc.	22.12K	Jun 30, 26	-17	0.03%
SECURIAN ASSET MANAGEMENT, INC	21.85K	Jun 30, 26	-450	0.03%
HOLLENCREST CAPITAL MANAGEMENT	21.56K	Jun 30, 26	-1.53K	0.03%
National Philanthropic Trust	21.56K	Jun 30, 26	-1.53K	0.03%
HBW Advisory Services LLC	21.34K	Jun 30, 26	+1.57K	0.03%
SigFig Wealth Management, LLC	21.24K	Jun 30, 26	-608	0.03%
Quantinno Capital Management LP	20.02K	Jun 30, 26	-2.28K	0.03%
Kestra Investment Management, LLC	20.00K	Jun 30, 26	+6.76K	0.03%
Tyche Wealth Partners LLC	19.79K	Jun 30, 26	-4.45K	0.03%
Helen Stephens Group, LLC	19.66K	Jun 30, 26	+10	0.03%
Intergy Private Wealth, LLC	19.33K	Jun 30, 26	+1.43K	0.03%
American State Bank (Iowa)	19.22K	Jun 30, 26	-428	0.03%
Nolet Wealth Management, LLC	19.04K	Jun 30, 26	+9	0.03%
MMA ASSET MANAGEMENT LLC	18.78K	Jun 30, 26	+1.93K	0.03%
Geneos Wealth Management Inc.	18.60K	Jun 30, 26	+18.26K	0.03%
Ellenbecker Investment Group	18.59K	Jun 30, 26	-1.13K	0.03%
Integrated Wealth Concepts LLC	18.59K	Jun 30, 26	+13.40K	0.03%
Peterson Wealth Advisors, LLC	18.58K	Jun 30, 26	+22	0.03%
River Street Advisors LLC	18.28K	Jun 30, 26	+2.26K	0.03%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	17.75K	Jun 30, 26	+4	0.03%
Quest 10 Wealth Builders, Inc.	17.71K	Jun 30, 26	+222	0.03%
NFP Retirement, Inc.	17.38K	Jun 30, 26	+4.17K	0.03%
Thompson David Blair	17.38K	Jun 30, 26	+13.48K	0.03%
Ellis Investment Partners, LLC	16.95K	Jun 30, 26	+1.78K	0.03%
Inman Jager Wealth Management, LLC	16.86K	Jun 30, 26	+85	0.03%
Aureus Asset Management, LLC	16.43K	Jun 30, 26	-1.31K	0.03%
IFP Advisors, Inc	16.38K	Jun 30, 26	-7.37K	0.03%
Integrated Investment Consultants, LLC	15.97K	Jun 30, 26	--	0.02%
Strategic Financial Planning, Inc.	15.83K	Jun 30, 26	+15.83K	0.02%
Kagan Cocozza Asset Management	15.58K	Jun 30, 26	-1.60K	0.02%
Independent Wealth Network Inc.	15.43K	Jun 30, 26	+524	0.02%
AQR CAPITAL MANAGEMENT LLC	15.43K	Jun 30, 26	+899	0.02%
Range Financial Group LLC	15.00K	Jun 30, 26	-200	0.02%
1834 INVESTMENT ADVISORS CO	14.88K	Jun 30, 26	--	0.02%
GILPIN WEALTH MANAGEMENT, LLC	14.64K	Jun 30, 26	-116	0.02%
Moisand Fitzgerald Tamayo, LLC	14.60K	Jun 30, 26	-138	0.02%
FMR LLC	14.41K	Jun 30, 26	+823	0.02%
Nautilus Advisors LLC	14.25K	Jun 30, 26	+1.71K	0.02%
Wilkins Miller Wealth Management, LLC	14.01K	Jun 30, 26	-118	0.02%
RHS Financial, LLC	13.99K	Jun 30, 26	-3.74K	0.02%
Global Strategic Investment Solutions, LLC	13.76K	Jun 30, 26	+13	0.02%
STIFEL FINANCIAL CORP	13.45K	Jun 30, 26	-22	0.02%
AE Wealth Management LLC	13.16K	Jun 30, 26	-356	0.02%
BROWN ADVISORY INC	13.02K	Jun 30, 26	--	0.02%
Advocate Investing Services LLC	12.70K	Jun 30, 26	--	0.02%
Gladstone Institutional Advisory LLC	12.62K	Jun 30, 26	-12.56K	0.02%
RKL Wealth Management LLC	12.55K	Jun 30, 26	+12.55K	0.02%
J2 Capital Management Inc	12.37K	Jun 30, 26	-10	0.02%
Ridgewood Investments LLC	12.30K	Jun 30, 26	+2.40K	0.02%
WealthCollab, LLC	12.13K	Jun 30, 26	--	0.02%
Banque Cantonale Vaudoise	12.06K	Jun 30, 26	-69	0.02%
NewEdge Advisors, LLC	11.82K	Jun 30, 26	+3.50K	0.02%
SHEETS SMITH WEALTH MANAGEMENT	11.46K	Jun 30, 26	+11.46K	0.02%
Amicus Financial Advisors, LLC	11.21K	Jun 30, 26	-325	0.02%
SUMMITPOINT CAPITAL MANAGEMENT	11.15K	Jun 30, 26	+4.23K	0.02%
Parkside Financial Bank & Trust	11.13K	Jun 30, 26	+24	0.02%
AWM CAPITAL, LLC	11.11K	Jun 30, 26	-308	0.02%
PRINCIPAL SECURITIES, INC.	11.08K	Jun 30, 26	-12	0.02%
Insight Advisors, LLC/ PA	11.06K	Jun 30, 26	+10	0.02%
BRIGHTON JONES LLC	11.05K	Jun 30, 26	-45	0.02%
1832 Asset Management L.P.	11.02K	Jun 30, 26	+700	0.02%
Wrenne Financial Planning LLC	10.96K	Jun 30, 26	+647	0.02%
PRESILIUM PRIVATE WEALTH, LLC	10.93K	Jun 30, 26	-152	0.02%
BEAM WEALTH ADVISORS, INC.	10.89K	Jun 30, 26	+488	0.02%
Darden Wealth Group Inc	10.80K	Jun 30, 26	-500	0.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	10.76K	Jun 30, 26	-1.16K	0.02%
Point72 Asset Management, L.P.	10.73K	Jun 30, 26	+10.73K	0.02%
Garde Capital, Inc.	10.33K	Jun 30, 26	+742	0.02%
EP Wealth Advisors, LLC	10.32K	Jun 30, 26	-1.25K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	10.30K	Jun 30, 26	+1.50K	0.02%
Diversify Advisory Services, LLC	10.30K	Jun 30, 26	+10.30K	0.02%
Trademark Financial Management, LLC	10.20K	Jun 30, 26	-16.46K	0.02%
MAI Capital Management	10.01K	Jun 30, 26	+6.03K	0.02%
HB Wealth Management, LLC	9.98K	Jun 30, 26	+171	0.02%
Parkwoods Wealth Partners, LLC	9.98K	Jun 30, 26	+1.76K	0.02%
Heck Capital Advisors, LLC	9.63K	Jun 30, 26	+38	0.02%
Wealthspire Advisors, LLC	9.46K	Jun 30, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	9.36K	Jun 30, 26	+9.36K	0.01%
HF Advisory Group, LLC	9.26K	Jun 30, 26	+479	0.01%
Private Advisor Group, LLC	9.21K	Jun 30, 26	+9.21K	0.01%
WEALTHCARE CAPITAL MANAGEMENT LLC	9.10K	Jun 30, 26	+2.00K	0.01%
PARK AVENUE SECURITIES LLC	8.85K	Jun 30, 26	-386	0.01%
CARY STREET PARTNERS FINANCIAL LLC	8.49K	Jun 30, 26	-28	0.01%
Landmark Wealth Management, LLC	8.37K	Jun 30, 26	+140	0.01%
Summit Financial Consulting LLC	8.35K	Jun 30, 26	+250	0.01%
MBL Wealth, LLC	8.33K	Jun 30, 26	--	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	8.30K	Jun 30, 26	--	0.01%
Betterment LLC	8.29K	Jun 30, 26	+279	0.01%
PRAIRIEVIEW WEALTH PARTNERS, LLC	8.24K	Jun 30, 26	-208	0.01%
NWAM LLC	8.21K	Jun 30, 26	+2.67K	0.01%
WESTBOURNE INVESTMENTS, INC.	8.05K	Jun 30, 26	-1.61K	0.01%
IEQ CAPITAL, LLC	8.05K	Jun 30, 26	--	0.01%
Mutual Advisors, LLC	7.99K	Jun 30, 26	-395	0.01%
MBE Wealth Management, LLC	7.85K	Jun 30, 26	-228	0.01%
FourThought Financial Partners, LLC	7.78K	Jun 30, 26	-650	0.01%
Sanctuary Advisors, LLC	7.73K	Jun 30, 26	-193	0.01%
ALLSTATE CORP	7.71K	Jun 30, 26	+2.77K	0.01%
Concurrent Investment Advisors, LLC	7.52K	Jun 30, 26	+7	0.01%
Quad-Cities Investment Group, LLC	7.48K	Jun 30, 26	-118	0.01%
Cresset Asset Management, LLC	7.40K	Jun 30, 26	+7.40K	0.01%
Miracle Mile Advisors, LLC	7.38K	Jun 30, 26	--	0.01%
Parallel Advisors, LLC	7.31K	Jun 30, 26	-507	0.01%
MidAtlantic Capital Management, Inc.	6.93K	Jun 30, 26	--	0.01%
Upper Left Wealth Management, LLC	6.86K	Jun 30, 26	-161	0.01%
Janney Montgomery Scott LLC	6.80K	Jun 30, 26	-752	0.01%
Seaside Wealth Management, Inc.	6.75K	Jun 30, 26	--	0.01%
JOHNSON INVESTMENT COUNSEL INC	6.73K	Jun 30, 26	+495	0.01%
ARKANSAS FINANCIAL GROUP, INC.	6.71K	Jun 30, 26	-98	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	6.71K	Jun 30, 26	-34	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	6.14K	Jun 30, 26	+31	0.01%
Destiny Capital Corp/CO	6.09K	Jun 30, 26	-7.73K	0.01%
Krane Financial Solutions LLC	6.04K	Jun 30, 26	+35	0.01%
VERITY Wealth Advisors	6.00K	Jun 30, 26	--	0.01%
TRUIST FINANCIAL CORP	5.96K	Jun 30, 26	-1.78K	0.01%
RDA Financial Network	5.89K	Jun 30, 26	+57	0.01%
KLINGENSTEIN FIELDS & CO LP	5.87K	Jun 30, 26	--	0.01%
RVW Wealth, LLC	5.72K	Jun 30, 26	--	0.01%
FORVIS Wealth Advisors, LLC	5.71K	Jun 30, 26	-237	0.01%
Ashton Thomas Private Wealth, LLC	5.71K	Jun 30, 26	+1.79K	0.01%
FORTE ASSET MANAGEMENT LLC	5.70K	Jun 30, 26	--	0.01%
YHB Investment Advisors, Inc.	5.61K	Jun 30, 26	-268	0.01%
Fingerlakes Wealth Management, Inc.	5.57K	Jun 30, 26	+31	0.01%
Y-Intercept (Hong Kong) Ltd	5.55K	Jun 30, 26	+5.55K	0.01%
REDW Wealth LLC	5.52K	Jun 30, 26	+2	0.01%
OneAscent Financial Services LLC	5.46K	Jun 30, 26	-450	0.01%
CGN Advisors LLC	5.43K	Jun 30, 26	-1.64K	0.01%
Redwood Financial Network Corp	5.17K	Jun 30, 26	+1.11K	0.01%
Daiwa Securities Group Inc.	5.12K	Jun 30, 26	+2.90K	0.01%
Mitsubishi UFJ Asset Management (UK) Ltd.	5.10K	Jun 30, 26	+3.70K	0.01%
Gerber Kawasaki Wealth & Investment Management	5.08K	Jun 30, 26	+104	0.01%
Hexagon Capital Partners LLC	4.99K	Jun 30, 26	-1.42K	0.01%
Tidemark, LLC	4.93K	Jun 30, 26	-1.22K	0.01%
United Advisor Group, LLC	4.87K	Jun 30, 26	+41	0.01%
Koesten, Hirschmann & Crabtree, INC.	4.85K	Jun 30, 26	--	0.01%
RITHOLTZ WEALTH MANAGEMENT	4.80K	Jun 30, 26	-195	0.01%
Finley Financial, LLC	4.78K	Jun 30, 26	--	0.01%
NWF Advisory Services Inc.	4.60K	Jun 30, 26	--	0.01%
GWN SECURITIES INC.	4.58K	Jun 30, 26	+256	0.01%
PDS Planning, Inc	4.43K	Jun 30, 26	+303	0.01%
Prosperity Financial Group, Inc.	4.40K	Jun 30, 26	+4.40K	0.01%
Platform Technology Partners	4.31K	Jun 30, 26	--	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.26K	Jun 30, 26	+2	0.01%
NewEdge Wealth, LLC	4.15K	Jun 30, 26	+233	0.01%
Capstone Financial Advisors, Inc.	4.15K	Jun 30, 26	+23	0.01%
Global Retirement Partners, LLC	4.13K	Jun 30, 26	+4.13K	0.01%
HORAN Wealth, LLC	4.09K	Jun 30, 26	+195	0.01%
Sequoia Financial Advisors, LLC	4.09K	Jun 30, 26	+11	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	4.07K	Jun 30, 26	-189	0.01%
CARDIFF PARK ADVISORS, LLC	4.05K	Jun 30, 26	+73	0.01%
Aletheian Wealth Advisors LLC	4.05K	Jun 30, 26	-1	0.01%
EPIQ PARTNERS, LLC	4.02K	Jun 30, 26	+5	0.01%
Jackson, Grant Investment Advisers, Inc.	4.02K	Jun 30, 26	+3	0.01%
Financial Network Wealth Management LLC	4.01K	Jun 30, 26	+414	0.01%
D.A. DAVIDSON & CO.	3.99K	Jun 30, 26	+3.99K	0.01%
Goodwin Investment Advisory	3.92K	Jun 30, 26	-1	0.01%
IVC Wealth Advisors LLC	3.88K	Jun 30, 26	-96	0.01%
Onyx Bridge Wealth Group LLC	3.85K	Jun 30, 26	-75	0.01%
IRON Financial LLC	3.81K	Jun 30, 26	+21	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	3.81K	Jun 30, 26	-153	0.01%
SAX WEALTH ADVISORS, LLC	3.77K	Jun 30, 26	+3.77K	0.01%
BRYN MAWR TRUST Co	3.70K	Jun 30, 26	--	0.01%
Sharper & Granite LLC	3.67K	Jun 30, 26	--	0.01%
Values Added Financial LLC	3.66K	Jun 30, 26	--	0.01%
Roundview Capital LLC	3.60K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	3.58K	Jun 30, 26	+514	0.01%
Tortoise Investment Management, LLC	3.56K	Jun 30, 26	+3.56K	0.01%
Westfuller Advisors, LLC	3.54K	Jun 30, 26	+20	0.01%
Braun-Bostich & Associates Inc.	3.47K	Jun 30, 26	-84	0.01%
LGL PARTNERS, LLC	3.45K	Jun 30, 26	+19	0.01%
Paradigm Financial Partners, LLC	3.38K	Jun 30, 26	+3.38K	0.01%
Synergy Asset Management, LLC	3.33K	Jun 30, 26	+3.33K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	3.31K	Jun 30, 26	+1.22K	0.01%
DV Trading LLC	3.30K	Jun 30, 26	+3.30K	0.01%
Advisory Alpha, LLC	3.29K	Jun 30, 26	+3.29K	0.01%
FSA Investment Group, LLC	3.29K	Jun 30, 26	+3.29K	0.01%
BAILARD, INC.	3.24K	Jun 30, 26	+3.24K	0.01%
ANCHOR CAPITAL ADVISORS LLC	3.22K	Jun 30, 26	+3.22K	0.01%
HCR Wealth Advisors	3.21K	Jun 30, 26	+3.21K	0.01%
CIBC Bancorp USA Inc.	3.20K	Jun 30, 26	+3.20K	0.00%
Bangor Savings Bank	3.17K	Jun 30, 26	+950	0.00%
Members Trust Co	3.12K	Jun 30, 26	+3.12K	0.00%
Vawter Financial, Ltd.	3.09K	Jun 30, 26	+3.09K	0.00%
E6 Portfolios, LLC	3.05K	Jun 30, 26	+3.05K	0.00%
Veracity Capital LLC	3.04K	Jun 30, 26	-2.80K	0.00%
Symphony Financial, Ltd. Co.	2.99K	Jun 30, 26	+2.99K	0.00%
Qube Research & Technologies Ltd	2.99K	Jun 30, 26	+2.99K	0.00%
AlphaCore Capital LLC	2.73K	Jun 30, 26	--	0.00%
Biltmore Family Office, LLC	2.31K	Jun 30, 26	--	0.00%
Asset Dedication, LLC	2.00K	Jun 30, 26	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	1.74K	Jun 30, 26	+1.74K	0.00%
ATLAS CAPITAL ADVISORS LLC	1.70K	Jun 30, 26	+1.70K	0.00%
Russell Investments Group, Ltd.	1.68K	Jun 30, 26	+1.53K	0.00%
Aptus Capital Advisors, LLC	1.65K	Jun 30, 26	-602	0.00%
OLD SECOND NATIONAL BANK OF AURORA	1.63K	Jun 30, 26	-1.16K	0.00%
Steigerwald, Gordon & Koch Inc.	1.55K	Jun 30, 26	--	0.00%
BANK OF MONTREAL /CAN/	1.47K	Jun 30, 26	+830	0.00%
RAFFA WEALTH MANAGEMENT, LLC	1.39K	Jun 30, 26	+8	0.00%
Financial Perspectives, Inc	1.33K	Jun 30, 26	+8	0.00%
Copia Wealth Management	1.25K	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.24K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	1.20K	Jun 30, 26	+27	0.00%
TD PRIVATE CLIENT WEALTH LLC	1.17K	Jun 30, 26	-69	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	1.17K	Jun 30, 26	+1.17K	0.00%
Summit Wealth Group, LLC	1.11K	Jun 30, 26	+1.11K	0.00%
FIRST HORIZON CORP	928	Jun 30, 26	-170	0.00%
Fairscale Capital, LLC	906	Jun 30, 26	--	0.00%
UMB Bank, n.a.	900	Jun 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	900	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	861	Jun 30, 26	+813	0.00%
PlanVest Financial, Inc	858	Jun 30, 26	--	0.00%
SHP Wealth Management	823	Jun 30, 26	+5	0.00%
Synergy Investment Management, LLC	809	Jun 30, 26	+1	0.00%
Steward Partners Investment Advisory, LLC	742	Jun 30, 26	+208	0.00%
GeoWealth Management, LLC	738	Jun 30, 26	+738	0.00%
Cape Investment Advisory, Inc.	732	Jun 30, 26	+732	0.00%
First Command Advisory Services, Inc.	725	Jun 30, 26	+725	0.00%
CENTRAL TRUST Co	716	Jun 30, 26	+716	0.00%
BROWN BROTHERS HARRIMAN & CO	709	Jun 30, 26	--	0.00%
Archer Investment Corp	692	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	661	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	643	Jun 30, 26	+1	0.00%
PRIVATE TRUST CO NA	593	Jun 30, 26	--	0.00%
Meramec Financial Planners, LLC	579	Jun 30, 26	+579	0.00%
Smithfield Trust Co	521	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	484	Jun 30, 26	-126	0.00%
Robinswood Financial LLC	480	Jun 30, 26	--	0.00%
CITIGROUP INC	415	Jun 30, 26	+414	0.00%
Continuum Advisory, LLC	372	Jun 30, 26	+372	0.00%
EverSource Wealth Advisors, LLC	370	Jun 30, 26	+15	0.00%
Truvestments Capital LLC	353	Jun 30, 26	--	0.00%
Miller Capital Partners, Inc.	350	Jun 30, 26	--	0.00%
Hilton Head Capital Partners, LLC	350	Jun 30, 26	+2	0.00%
Brooklyn FI, LLC	336	Jun 30, 26	+336	0.00%
Investors Research Corp	331	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	314	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	310	Jun 30, 26	+310	0.00%
ASSETMARK, INC	306	Jun 30, 26	+26	0.00%
Hanson & Doremus Investment Management	300	Jun 30, 26	--	0.00%
Essential Partners LLC	296	Jun 30, 26	-19	0.00%
Legacy Bridge, LLC	291	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	275	Jun 30, 26	+44	0.00%
Catherine Avery Investment Management LLC	239	Jun 30, 26	+239	0.00%
Colonial Trust Co / SC	237	Jun 30, 26	--	0.00%
North Star Investment Management Corp.	218	Jun 30, 26	+1	0.00%
TOMPKINS FINANCIAL CORP	210	Jun 30, 26	-855	0.00%
Vanguard National Trust Co	209	Jun 30, 26	--	0.00%
Wealth Enhancement Trust Services, Inc.	200	Jun 30, 26	-85	0.00%
CX Institutional	196	Jun 30, 26	-3.17K	0.00%
Larson Financial Group LLC	189	Jun 30, 26	-70	0.00%
MATHER GROUP, LLC.	181	Jun 30, 26	-724	0.00%
BROWN, LISLE/CUMMINGS, INC.	165	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	158	Jun 30, 26	--	0.00%
Caitlin John, LLC	139	Jun 30, 26	+139	0.00%
MCF Advisors LLC	118	Jun 30, 26	+118	0.00%
Coastal Investment Advisors, Inc.	107	Jun 30, 26	+12	0.00%
Godfrey Financial Associates, Inc.	106	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	100	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	100	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	98	Jun 30, 26	+1	0.00%
High Note Wealth, LLC	96	Jun 30, 26	+96	0.00%
Strive Financial Group ,LLC	93	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	90	Jun 30, 26	+90	0.00%
Oakmont Advisory Group, LLC	84	Jun 30, 26	+84	0.00%
Downshift Financial, LLC	83	Jun 30, 26	+83	0.00%
Index Technologies Group LLC	82	Jun 30, 26	+82	0.00%
CUSTOM INDEX SYSTEMS, LLC	82	Jun 30, 26	+82	0.00%
Breakwater Investment Management	80	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	75	Jun 30, 26	+75	0.00%
Allspring Global Investments Holdings, LLC	62	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	58	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	49	Jun 30, 26	--	0.00%
MJT & Associates Financial Advisory Group, Inc.	48	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	47	Jun 30, 26	-48	0.00%
Valued Wealth Advisors LLC	41	Jun 30, 26	--	0.00%
Abound Wealth Management	11	Jun 30, 26	+11	0.00%
Buck Wealth Strategies, LLC	9	Jun 30, 26	+9	0.00%
MV CAPITAL MANAGEMENT, INC.	8	Jun 30, 26	--	0.00%
Bear Mountain Capital, Inc.	4	Jun 30, 26	--	0.00%
Key FInancial Inc	2	Jun 30, 26	--	0.00%
Hughes Financial Services, LLC	2	Jun 30, 26	--	0.00%
Paladin Advisory Group, LLC	2	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1	Jun 30, 26	--	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-35.42K	--
STRATEGIC ADVISORY PARTNERS, LLC	--	Jun 30, 26	-987	--
AXS Investments LLC	--	Jun 30, 26	-66.35K	--
Wright Fund Management, LLC	--	Jun 30, 26	-32.52K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-251	--
Hamilton Point Investment Advisors, LLC	--	Jun 30, 26	-16	--
NATIONAL BANK OF CANADA /FI/	--	Jun 30, 26	-22.80K	--
TD Capital Management LLC	--	Jun 30, 26	-696	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-10	--
Soltis Investment Advisors LLC	--	Jun 30, 26	-3.39K	--
Fund Evaluation Group, LLC	--	Jun 30, 26	-62.01K	--
KELLEHER FINANCIAL ADVISORS	--	Jun 30, 26	-24	--
Pacific Life Fund Advisors LLC	--	Jun 30, 26	-223.46K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-13.13K	--
Equitable Holdings, Inc.	--	Jun 30, 26	-51.10K	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.89K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-12.62K	--
Root Financial Partners, LLC	--	Jun 30, 26	-548	--
BDFS Capital LLC	--	Jun 30, 26	-5.13K	--
Navalign, LLC	--	Jun 30, 26	-10.66K	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-3.89K	--
IPG Investment Advisors LLC	--	Jun 30, 26	-11.35K	--
Evergreen Advisors, LLC	--	Jun 30, 26	-100	--
Financial Freedom, LLC	--	Jun 30, 26	-527	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-490	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.09K	--
U.S. Capital Wealth Advisors, LLC	56.87K	Mar 31, 26	+876	0.09%
EXENCIAL WEALTH ADVISORS, LLC	21.82K	Mar 31, 26	-1.39K	0.03%
Sunbelt Securities, Inc.	3.47K	Mar 31, 26	-7.75K	0.01%
CWM, LLC	814	Mar 31, 26	+160	0.00%
Brown Financial Advisory	--	Mar 31, 26	-4.00K	--
Heritage Financial Services, LLC	867.70K	Dec 31, 25	+89.35K	1.35%
COMERICA BANK	17.17K	Dec 31, 25	+5.65K	0.03%
CIBC Private Wealth Group, LLC	2.75K	Dec 31, 25	-229	0.00%
Covenant Partners, LLC	592	Dec 31, 25	+33	0.00%
Glenmede Investment Management, LP	1.67M	Sep 30, 25	+76.50K	2.61%
Bristlecone Advisors, LLC	5.00K	Sep 30, 25	--	0.01%
Lowe Wealth Advisors, LLC	798	Sep 30, 25	--	0.00%
Pineridge Advisors LLC	76	Sep 30, 25	--	0.00%
Congress Wealth Management LLC / DE /	71.84K	Jun 30, 25	-7.12K	0.11%
Better Money Decisions, LLC	43.26K	Jun 30, 25	+1.75K	0.07%
AVANTAX ADVISORY SERVICES, INC.	7.89K	Jun 30, 25	-5.39K	0.01%
Horan Securities, Inc.	3.89K	Jun 30, 25	+301	0.01%
Atria Wealth Solutions, Inc.	3.57K	Jun 30, 25	-6.42K	0.01%
Iron Horse Wealth Management, LLC	158	Jun 30, 25	-8	0.00%
Legacy Investment Solutions, LLC	7	Jun 30, 25	+7	0.00%
Orion Portfolio Solutions, LLC	23.72K	Mar 31, 25	-421	0.04%
Spectrum Wealth Counsel, LLC	6.60K	Mar 31, 25	--	0.01%
Sheaff Brock Investment Advisors, LLC	4.60K	Mar 31, 25	-500	0.01%
CAROLINAS WEALTH CONSULTING LLC	887	Mar 31, 25	+95	0.00%
Tallon Kerry Patrick	31.27K	Dec 31, 24	+31.27K	0.05%
Edge Capital Group, LLC	13.23K	Dec 31, 24	+13.23K	0.02%
Executive Wealth Management, LLC	3.54K	Dec 31, 24	-90.22K	0.01%
Sanctuary Wealth Management, L.L.C.	808	Dec 31, 24	--	0.00%
Bray Capital Advisors	305	Dec 31, 24	--	0.00%
Merriman Wealth Management, LLC	--	Dec 31, 24	-109.02K	--
Raymond James Financial Services Advisors, Inc.	138.52K	Sep 30, 24	+94.20K	0.22%
RAYMOND JAMES & ASSOCIATES	122.15K	Sep 30, 24	+2.45K	0.19%
CIC Wealth, LLC	108.03K	Sep 30, 24	+2.68K	0.17%
Source Financial Advisors LLC	26.67K	Sep 30, 24	+17	0.04%
BlackRock Inc.	2.92M	Jun 30, 24	+239.16K	4.55%
Vantage Financial Partners Ltd., Inc.	196.09K	Jun 30, 24	+111.23K	0.31%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	11.69K	Jun 30, 24	-25	0.02%
BUCKINGHAM STRATEGIC WEALTH, LLC	4.32K	Jun 30, 24	+14	0.01%
Private Ocean, LLC	3.84K	Jun 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.31K	Jun 30, 24	-305	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-10.12K	--
Charles Schwab Investment Advisory, Inc.	2.60M	Mar 31, 24	-91.09K	4.05%
Cetera Advisor Networks LLC	32.10K	Mar 31, 24	+17.92K	0.05%
Cetera Advisors LLC	15.24K	Mar 31, 24	+1.47K	0.02%
Retirement Group, LLC	--	Mar 31, 24	-25	--
StrategIQ Financial Group, LLC	70.36K	Dec 31, 23	-3.70K	0.11%
TELEMUS CAPITAL, LLC	30.39K	Dec 31, 23	-2.67K	0.05%
WADE G W & INC	9.58K	Dec 31, 23	-300	0.01%
Simplicity Solutions, LLC	6.99K	Dec 31, 23	+21	0.01%
Bartlett & Co. LLC	427	Dec 31, 23	-20	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.82K	Sep 30, 23	-374	0.01%
PATHSTONE FAMILY OFFICE, LLC	7.79K	Sep 30, 23	+290	0.01%
COLONY GROUP LLC	7.43K	Sep 30, 23	-194	0.01%
DESTINY CAPITAL SECURITIES CORPORATION	4.38K	Sep 30, 23	+4.38K	0.01%
Johnson Midwest Financial, LLC	912	Sep 30, 23	--	0.00%
AJ WEALTH STRATEGIES, LLC	--	Jun 30, 23	-11.21K	--
Kalos Management, Inc.	--	Jun 30, 23	-126	--
Barber Financial Group, Inc.	121.03K	Mar 31, 23	-22.51K	0.19%
SBK Financial, Inc.	74.42K	Dec 31, 22	-70.42K	0.12%
ZEKE CAPITAL ADVISORS, LLC	8.50K	Dec 31, 22	+8.50K	0.01%
Foresight Wealth Management, LLC	5.53K	Dec 31, 22	-52.51K	0.01%
Hotaling Investment Management, LLC	4.80K	Dec 31, 22	+4.80K	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-99	--
McCutchen Group LLC	744.47K	Sep 30, 22	-24.84K	1.16%
Highland Private Wealth Management	344.58K	Sep 30, 22	+6.53K	0.54%
Bowling Portfolio Management LLC	40.29K	Sep 30, 22	-1.65K	0.06%
55I, LLC	14.66K	Sep 30, 22	+700	0.02%
FourThought Financial, LLC	6.06K	Sep 30, 22	-5.97K	0.01%
MUFG Americas Holdings Corp	1.30K	Sep 30, 22	--	0.00%
American Portfolios Advisors	521	Sep 30, 22	+521	0.00%
American Research & Management Co.	400	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	136	Sep 30, 22	+1	0.00%
ACG Wealth	--	Sep 30, 22	-325	--
Cordasco Financial Network	14.38K	Jun 30, 22	-1.04K	0.02%
KerberRose Wealth Management, LLC	9.15K	Jun 30, 22	+9.15K	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	90.49K	Mar 31, 22	+14.93K	0.14%
IndexIQ Advisors LLC	10.54K	Mar 31, 22	+10.00K	0.02%
SVB Investment Services Inc.	7.21K	Mar 31, 22	+1	0.01%
Nauset Wealth Management. LLC	1.26K	Mar 31, 22	+1.26K	0.00%
Hayden Royal, LLC	5.40K	Dec 31, 21	-25	0.01%
NEXT Financial Group, Inc	--	Dec 31, 21	-2.69K	--
Cardan Capital Partners, LLC	152.33K	Sep 30, 21	+2.73K	0.24%
MANAGED ACCOUNT SERVICES INC	16.58K	Sep 30, 21	-759	0.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	5.26K	Sep 30, 21	+5.26K	0.01%
Psagot Value Holdings Ltd.	4.68K	Sep 30, 21	--	0.01%
FormulaFolio Investments, LLC	16.36K	Jun 30, 21	-384	0.03%
Pinnacle Advisory Group, Inc.	20.71K	Mar 31, 21	+8.57K	0.03%
CornerStone Partners LLC	305.35K	Sep 30, 20	+109.72K	0.48%
Watson Rebecca	--	Sep 30, 20	-2.69K	--
LifePlan Financial Group, Inc	--	Sep 30, 20	-17.26K	--
BRINKER CAPITAL INC	12.39K	Jun 30, 20	-1.99K	0.02%
JOYN Advisors, Inc.	455.40K	Mar 31, 20	-19.94K	0.71%
Squar Milner Financial Services LLC	764	Mar 31, 20	+444	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	90.95K	Dec 31, 19	-2.47K	0.14%
Advisor Group, Inc.	23.55K	Dec 31, 19	+423	0.04%
American Financial Network Advisory Services LLC	6.27K	Sep 30, 19	+6.27K	0.01%
BB&T SECURITIES, LLC	6.04K	Sep 30, 19	+1.12K	0.01%
HL FINANCIAL SERVICES LLC	28.34K	Mar 31, 19	+3.48K	0.04%
Sapphire Star Partners LP	9.89K	Dec 31, 18	+185	0.02%
Visionary Asset Management, Inc.	--	Dec 31, 18	-7.92K	--
Allegis Investment Advisors, LLC	11.45K	Mar 31, 18	-1.77K	0.02%
WealthShield, LLC	1.62K	Dec 31, 17	+1.62K	0.00%
Commonwealth Equity Services, Inc	44.48K	Jun 30, 17	+7.60K	0.07%
MSI Financial Services Inc	6.09K	Dec 31, 16	+1.07K	0.01%
SOCIETE GENERALE	28.19K	Jun 30, 16	+28.19K	0.04%
ATHERTON LANE ADVISERS, LLC	6.07K	Dec 31, 15	-240	0.01%
UBS AG	11.59K	Sep 30, 14	-21.04K	0.02%
First Allied Securities, Inc.	125	Jun 30, 12	--	0.00%
Stifel Independent Advisors, LLC	6.49K	Mar 31, 11	+6.49K	0.01%

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Change

% Held

PRICE T ROWE ASSOCIATES INC /MD/

4.80M

Jun 30, 26

+4.80M

7.49%

BlackRock, Inc.

4.61M

Jun 30, 26

+22.75K

7.18%

US BANCORP \DE\

2.80M

Jun 30, 26

-1.06K

4.36%

BANK OF AMERICA CORP /DE/

2.21M

Jun 30, 26

+1.62M

3.45%

GLENMEDE TRUST CO NA

1.94M

Jun 30, 26

-26.89K

3.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.92M

Jun 30, 26

+99.54K

2.99%

LPL Financial LLC

1.76M

Jun 30, 26

+1.00M

2.74%

Trust Co of Tennessee

1.20M

Jun 30, 26

-39.66K

1.86%

Savant Capital, LLC

950.67K

Jun 30, 26

-5.86K

1.48%

Cerity Partners LLC

940.27K

Jun 30, 26

+24.59K

1.47%

MORGAN STANLEY

852.21K

Jun 30, 26

-101.04K

1.33%

Rakuten Investment Management, Inc.

841.78K

Jun 30, 26

-641.96K

1.31%

Apollon Wealth Management, LLC

841.12K

Jun 30, 26

+264.91K

1.31%

Disciplina Capital Management LLC

782.53K

Jun 30, 26

-78.75K

1.22%

FIFTH THIRD BANCORP

776.68K

Jun 30, 26

-912

1.21%

Prime Capital Investment Advisors, LLC

773.23K

Jun 30, 26

-817

1.21%

Blueprint Investment Partners LLC

646.15K

Jun 30, 26

+426.62K

1.01%

MISSION WEALTH MANAGEMENT, LP

630.45K

Jun 30, 26

+104.38K

0.98%

CI Private Wealth, LLC

592.39K

Jun 30, 26

-26.20K

0.92%

HighTower Advisors, LLC

576.95K

Jun 30, 26

+18.14K

0.90%

Rodgers & Associates, LTD

401.89K

Jun 30, 26

+2.88K

0.63%

Charles Schwab Trust Co

392.43K

Jun 30, 26

-18.61K

0.61%

SMI Advisory Services, LLC

377.63K

Jun 30, 26

+377.63K

0.59%

Neuberger Berman Group LLC

376.31K

Jun 30, 26

+356.21K

0.59%

Blueprint Financial Advisors LLC

359.79K

Jun 30, 26

+231.64K

0.56%

CHOREO, LLC

356.87K

Jun 30, 26

-29.89K

0.56%

STEPHENS INC /AR/

356.38K

Jun 30, 26

-9.26K

0.56%

SUMITOMO LIFE INSURANCE CO

355.50K

Jun 30, 26

+105.80K

0.55%

93 Financial Group, LLC

351.88K

Jun 30, 26

-25.05K

0.55%

Financial & Tax Architects, LLC

338.85K

Jun 30, 26

+12.05K

0.53%

S. R. Schill & Associates

326.59K

Jun 30, 26

+24.11K

0.51%

Fi3 FINANCIAL ADVISORS, LLC

311.72K

Jun 30, 26

+298.62K

0.49%

FIDUCIENT ADVISORS LLC

306.91K

Jun 30, 26

+11.90K

0.48%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

299.17K

Jun 30, 26

-121.12K

0.47%

ADVISOR GROUP HOLDINGS, INC.

292.65K

Jun 30, 26

+38.69K

0.46%

Stadion Money Management, LLC

279.25K

Jun 30, 26

-15.00K

0.44%

Pure Financial Advisors, LLC

278.50K

Jun 30, 26

+331

0.43%

MPS Loria Financial Planners, LLC

275.47K

Jun 30, 26

+7.94K

0.43%

CAPTRUST FINANCIAL ADVISORS

273.82K

Jun 30, 26

+215

0.43%

Rockbridge Investment Management, LCC

272.17K

Jun 30, 26

-14.30K

0.42%

UBS Group AG

269.73K

Jun 30, 26

-12.26K

0.42%

PGIM Custom Harvest LLC

259.28K

Jun 30, 26

-7.28K

0.40%

Cetera Investment Advisers

257.15K

Jun 30, 26

+68.00K

0.40%

Lido Advisors, LLC

252.53K

Jun 30, 26

+8.85K

0.39%

TECTONIC ADVISORS LLC

252.34K

Jun 30, 26

+8.40K

0.39%

HighPoint Advisor Group LLC

249.67K

Jun 30, 26

+249.67K

0.39%

GOLDMAN SACHS GROUP INC

243.42K

Jun 30, 26

+43.26K

0.38%

Biltmore Wealth Management, LLC

226.55K

Jun 30, 26

+3.26K

0.35%

Cannon Financial Strategists, Inc.

212.25K

Jun 30, 26

+3.21K

0.33%

MOLLER FINANCIAL SERVICES

206.93K

Jun 30, 26

+206.93K

0.32%

Wealthcare Advisory Partners LLC

200.74K

Jun 30, 26

+23.64K

0.31%

CAPITAL PERFORMANCE ADVISORS LLP

194.59K

Jun 30, 26

+15.33K

0.30%

Glenview Trust Co

192.12K

Jun 30, 26

-1.62K

0.30%

Creative Planning

175.54K

Jun 30, 26

-1.25K

0.27%

ROYAL BANK OF CANADA

173.30K

Jun 30, 26

-8.43K

0.27%

Freedom Day Solutions, LLC

172.98K

Jun 30, 26

+6.27K

0.27%

Smartleaf Asset Management LLC

171.70K

Jun 30, 26

0.27%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

170.63K

Jun 30, 26

+4.75K

0.27%

Colony Group, LLC

164.29K

Jun 30, 26

+76.32K

0.26%

JPMORGAN CHASE & CO

162.21K

Jun 30, 26

-5.43K

0.25%

AMERIPRISE FINANCIAL INC

161.72K

Jun 30, 26

-60.74K

0.25%

Cornerstone Management, Inc.

156.56K

Jun 30, 26

-1.47K

0.24%

ENVESTNET ASSET MANAGEMENT INC

155.02K

Jun 30, 26

-17.85K

0.24%

Gimbal Financial

153.56K

Jun 30, 26

+153.56K

0.24%

Atomi Financial Group, Inc.

138.00K

Jun 30, 26

-3.71K

0.22%

ERn Financial, LLC

132.50K

Jun 30, 26

+2.06K

0.21%

MOODY NATIONAL BANK TRUST DIVISION

124.88K

Jun 30, 26

-4.97K

0.19%

TPG Financial Advisors, LLC

123.23K

Jun 30, 26

+4.62K

0.19%

Spartan Planning & Wealth Management

120.73K

Jun 30, 26

+91.15K

0.19%

Rialto Wealth Management, LLC

116.23K

Jun 30, 26

+7.96K

0.18%

CANANDAIGUA NATIONAL BANK & TRUST CO

115.95K

Jun 30, 26

+115.95K

0.18%

Financial Solutions Advisory Group, Inc.

115.16K

Jun 30, 26

-285

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

110.80K

Jun 30, 26

+877

0.17%

Legacy Financial Group LLC

109.47K

Jun 30, 26

-1.88K

0.17%

Mariner, LLC

108.53K

Jun 30, 26

-4.94K

0.17%

Peak Financial Management, Inc.

104.74K

Jun 30, 26

+2.17K

0.16%

Rockefeller Capital Management L.P.

101.33K

Jun 30, 26

+26.53K

0.16%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

98.50K

Jun 30, 26

-19.03K

0.15%

JONES FINANCIAL COMPANIES LLLP

94.71K

Jun 30, 26

+9.59K

0.15%

PHILLIPS FINANCIAL MANAGEMENT, LLC

94.51K

Jun 30, 26

-27.71K

0.15%

Cambridge Investment Research Advisors, Inc.

89.56K

Jun 30, 26

+28.59K

0.14%

CoreCap Advisors, LLC

88.43K

Jun 30, 26

+17.39K

0.14%

Topel & Distasi Wealth Management, LLC

78.42K

Jun 30, 26

-2.53K

0.12%

Prosperity Planning, Inc.

77.79K

Jun 30, 26

+625

0.12%

Envision Financial LLC

76.98K

Jun 30, 26

+5.65K

0.12%

COMMERCE BANK

75.70K

Jun 30, 26

+15.37K

0.12%

Walkner Condon Financial Advisors LLC

71.83K

Jun 30, 26

+4.74K

0.11%

RETIREMITTEN FINANCIAL LLC

71.67K

Jun 30, 26

+4.38K

0.11%

Naviter Wealth, LLC

70.35K

Jun 30, 26

+13.76K

0.11%

Windsor Capital Management, LLC

67.82K

Jun 30, 26

+1.37K

0.11%

TWO SIGMA INVESTMENTS, LP

67.80K

Jun 30, 26

-646.00K

0.11%

Visionary Wealth Advisors

66.95K

Jun 30, 26

-10.84K

0.10%

THRIVENT FINANCIAL FOR LUTHERANS

66.29K

Jun 30, 26

-302.18K

0.10%

WELLS FARGO & COMPANY/MN

64.16K

Jun 30, 26

-13.92K

0.10%

Waverly Advisors, LLC

63.07K

Jun 30, 26

+217

0.10%

Millington Financial Advisors, LLC

62.74K

Jun 30, 26

+3.10K

0.10%

NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV

62.39K

Jun 30, 26

+62.39K

0.10%

RAYMOND JAMES FINANCIAL INC

61.57K

Jun 30, 26

-1.60K

0.10%

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC

59.49K

Jun 30, 26

-37.59K

0.09%

Financial Management, Inc.

58.05K

Jun 30, 26

+4.30K

0.09%

SRS Capital Advisors, Inc.

57.30K

Jun 30, 26

+57.04K

0.09%

Roble, Belko & Company, Inc

56.49K

Jun 30, 26

+4.38K

0.09%

VestGen Advisors, LLC

54.49K

Jun 30, 26

+15.58K

0.08%

D. E. Shaw & Co., Inc.

54.30K

Jun 30, 26

+49.62K

0.08%

Stamos Capital Partners, L.P.

53.84K

Jun 30, 26

-3.62K

0.08%

Apollon Financial, LLC

53.47K

Jun 30, 26

+4.68K

0.08%

Post Resch Tallon Group Inc.

52.70K

Jun 30, 26

-69

0.08%

Kestra Advisory Services, LLC

50.87K

Jun 30, 26

+7.60K

0.08%

Financial Planning Fort Collins, LLC

50.10K

Jun 30, 26

-1.25K

0.08%

RFG Advisory, LLC

49.98K

Jun 30, 26

+17.49K

0.08%

ES4, LLC

49.01K

Jun 30, 26

0.08%

CREATIVE FINANCIAL DESIGNS INC /ADV

48.20K

Jun 30, 26

-749

0.08%

Pathstone Holdings, LLC

47.93K

Jun 30, 26

-226

0.07%

Modern Wealth Management, LLC

47.71K

Jun 30, 26

-7.46K

0.07%

PRIVATE CLIENT SERVICES, LLC

46.51K

Jun 30, 26

-8.42K

0.07%

MML INVESTORS SERVICES, LLC

46.36K

Jun 30, 26

+5.59K

0.07%

RENAISSANCE TECHNOLOGIES LLC

46.22K

Jun 30, 26

+46.22K

0.07%

WealthTrak Capital Management LLC

45.23K

Jun 30, 26

+815

0.07%

Keystone Financial Group, Inc.

44.19K

Jun 30, 26

+2.15K

0.07%

Weil Company, Inc.

43.88K

Jun 30, 26

+43.88K

0.07%

Dogwood Wealth Management LLC

42.89K

Jun 30, 26

-523

0.07%

PROSPERITY BANCSHARES INC

40.91K

Jun 30, 26

+8.31K

0.06%

Buckingham Strategic Partners

40.80K

Jun 30, 26

+6.75K

0.06%

Comprehensive Money Management Services LLC

38.42K

Jun 30, 26

+253

0.06%

Wealth Alliance

37.68K

Jun 30, 26

+20.06K

0.06%

IFC & Insurance Marketing, Inc.

36.84K

Jun 30, 26

+3.61K

0.06%

Baird Financial Group, Inc.

36.56K

Jun 30, 26

+20.68K

0.06%

Fonville Wealth Management LLC

36.30K

Jun 30, 26

+9.14K

0.06%

Virtus Family Office LLC

36.06K

Jun 30, 26

+22.84K

0.06%

FAMILY WEALTH PARTNERS, LLC

34.55K

Jun 30, 26

+2.04K

0.05%

SeedSafe Financial LLC

34.26K

Jun 30, 26

+1.37K

0.05%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

34.00K

Jun 30, 26

-10.68K

0.05%

INTEGRATED WEALTHCARE, LLC

33.13K

Jun 30, 26

+789

0.05%

Wealthcare Capital Partners, LLC

31.99K

Jun 30, 26

+2.56K

0.05%

Zurcher Kantonalbank (Zurich Cantonalbank)

31.79K

Jun 30, 26

0.05%

CAHILL FINANCIAL ADVISORS INC

31.56K

Jun 30, 26

+11.10K

0.05%

Alpha Financial Partners, LLC

30.56K

Jun 30, 26

-155

0.05%

STATE STREET CORP

30.50K

Jun 30, 26

+10.20K

0.05%

Kohmann Bosshard Financial Services, LLC

30.34K

Jun 30, 26

+485

0.05%

Principia Wealth Advisory, LLC

29.85K

Jun 30, 26

+2.44K

0.05%

TENET WEALTH PARTNERS, LLC

29.63K

Jun 30, 26

+29.63K

0.05%

TriaGen Wealth Management LLC

29.48K

Jun 30, 26

+1.60K

0.05%

CarsonAllaria Wealth Management, Ltd.

29.46K

Jun 30, 26

-758

0.05%

Farther Finance Advisors, LLC

29.35K

Jun 30, 26

+1.90K

0.05%

Vise Technologies, Inc.

29.22K

Jun 30, 26

-1.51K

0.05%

Arkadios Wealth Advisors

29.17K

Jun 30, 26

+2.49K

0.05%

TD Waterhouse Canada Inc.

29.02K

Jun 30, 26

+30

0.05%

IFG Advisory, LLC

28.60K

Jun 30, 26

+28.60K

0.04%

Frontier Asset Management, LLC

28.09K

Jun 30, 26

+160

0.04%

Forefront Wealth Partners, LLC

27.16K

Jun 30, 26

+14.04K

0.04%

Prospect Financial Group LLC

26.94K

Jun 30, 26

+199

0.04%

Cascade Wealth Advisors, Inc

26.58K

Jun 30, 26

+2.69K

0.04%

Matthew Goff Investment Advisor, LLC

25.91K

Jun 30, 26

+1.25K

0.04%

ALONGSIDE, LLC

25.51K

Jun 30, 26

+25.51K

0.04%

49 WEALTH MANAGEMENT, LLC

25.51K

Jun 30, 26

+25.51K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

24.86K

Jun 30, 26

-8.38K

0.04%

Coastal Bridge Advisors, LLC

23.83K

Jun 30, 26

+5.59K

0.04%

MERCER GLOBAL ADVISORS INC /ADV

23.77K

Jun 30, 26

-1.04K

0.04%

Brinker Capital Investments, LLC

22.69K

Jun 30, 26

-912

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

22.66K

Jun 30, 26

-2.39K

0.04%

Allworth Financial LP

22.25K

Jun 30, 26

+1.72K

0.03%

Shum Financial Group, Inc.

22.12K

Jun 30, 26

-17

0.03%

SECURIAN ASSET MANAGEMENT, INC

21.85K

Jun 30, 26

-450

0.03%

HOLLENCREST CAPITAL MANAGEMENT

21.56K

Jun 30, 26

-1.53K

0.03%

National Philanthropic Trust

21.56K

Jun 30, 26

-1.53K

0.03%

HBW Advisory Services LLC

21.34K

Jun 30, 26

+1.57K

0.03%

SigFig Wealth Management, LLC

21.24K

Jun 30, 26

-608

0.03%

Quantinno Capital Management LP

20.02K

Jun 30, 26

-2.28K

0.03%

Kestra Investment Management, LLC

20.00K

Jun 30, 26

+6.76K

0.03%

Tyche Wealth Partners LLC

19.79K

Jun 30, 26

-4.45K

0.03%

Helen Stephens Group, LLC

19.66K

Jun 30, 26

+10

0.03%

Intergy Private Wealth, LLC

19.33K

Jun 30, 26

+1.43K

0.03%

American State Bank (Iowa)

19.22K

Jun 30, 26

-428

0.03%

Nolet Wealth Management, LLC

19.04K

Jun 30, 26

0.03%

MMA ASSET MANAGEMENT LLC

18.78K

Jun 30, 26

+1.93K

0.03%

Geneos Wealth Management Inc.

18.60K

Jun 30, 26

+18.26K

0.03%

Ellenbecker Investment Group

18.59K

Jun 30, 26

-1.13K

0.03%

Integrated Wealth Concepts LLC

18.59K

Jun 30, 26

+13.40K

0.03%

Peterson Wealth Advisors, LLC

18.58K

Jun 30, 26

+22

0.03%

River Street Advisors LLC

18.28K

Jun 30, 26

+2.26K

0.03%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

17.75K

Jun 30, 26

0.03%

Quest 10 Wealth Builders, Inc.

17.71K

Jun 30, 26

+222

0.03%

NFP Retirement, Inc.

17.38K

Jun 30, 26

+4.17K

0.03%

Thompson David Blair

17.38K

Jun 30, 26

+13.48K

0.03%

Ellis Investment Partners, LLC

16.95K

Jun 30, 26

+1.78K

0.03%

Inman Jager Wealth Management, LLC

16.86K

Jun 30, 26

+85

0.03%

Aureus Asset Management, LLC

16.43K

Jun 30, 26

-1.31K

0.03%

IFP Advisors, Inc

16.38K

Jun 30, 26

-7.37K

0.03%

Integrated Investment Consultants, LLC

15.97K

Jun 30, 26

0.02%

Strategic Financial Planning, Inc.

15.83K

Jun 30, 26

+15.83K

0.02%

Kagan Cocozza Asset Management

15.58K

Jun 30, 26

-1.60K

0.02%

Independent Wealth Network Inc.

15.43K

Jun 30, 26

+524

0.02%

AQR CAPITAL MANAGEMENT LLC

15.43K

Jun 30, 26

+899

0.02%

Range Financial Group LLC

15.00K

Jun 30, 26

-200

0.02%

1834 INVESTMENT ADVISORS CO

14.88K

Jun 30, 26

0.02%

GILPIN WEALTH MANAGEMENT, LLC

14.64K

Jun 30, 26

-116

0.02%

Moisand Fitzgerald Tamayo, LLC

14.60K

Jun 30, 26

-138

0.02%

FMR LLC

14.41K

Jun 30, 26

+823

0.02%

Nautilus Advisors LLC

14.25K

Jun 30, 26

+1.71K

0.02%

Wilkins Miller Wealth Management, LLC

14.01K

Jun 30, 26

-118

0.02%

RHS Financial, LLC

13.99K

Jun 30, 26

-3.74K

0.02%

Global Strategic Investment Solutions, LLC

13.76K

Jun 30, 26

+13

0.02%

STIFEL FINANCIAL CORP

13.45K

Jun 30, 26

-22

0.02%

AE Wealth Management LLC

13.16K

Jun 30, 26

-356

0.02%

BROWN ADVISORY INC

13.02K

Jun 30, 26

0.02%

Advocate Investing Services LLC

12.70K

Jun 30, 26

0.02%

Gladstone Institutional Advisory LLC

12.62K

Jun 30, 26

-12.56K

0.02%

RKL Wealth Management LLC

12.55K

Jun 30, 26

+12.55K

0.02%

J2 Capital Management Inc

12.37K

Jun 30, 26

-10

0.02%

Ridgewood Investments LLC

12.30K

Jun 30, 26

+2.40K

0.02%

WealthCollab, LLC

12.13K

Jun 30, 26

0.02%

Banque Cantonale Vaudoise

12.06K

Jun 30, 26

-69

0.02%

NewEdge Advisors, LLC

11.82K

Jun 30, 26

+3.50K

0.02%

SHEETS SMITH WEALTH MANAGEMENT

11.46K

Jun 30, 26

+11.46K

0.02%

Amicus Financial Advisors, LLC

11.21K

Jun 30, 26

-325

0.02%

SUMMITPOINT CAPITAL MANAGEMENT

11.15K

Jun 30, 26

+4.23K

0.02%

Parkside Financial Bank & Trust

11.13K

Jun 30, 26

+24

0.02%

AWM CAPITAL, LLC

11.11K

Jun 30, 26

-308

0.02%

PRINCIPAL SECURITIES, INC.

11.08K

Jun 30, 26

-12

0.02%

Insight Advisors, LLC/ PA

11.06K

Jun 30, 26

+10

0.02%

BRIGHTON JONES LLC

11.05K

Jun 30, 26

-45

0.02%

1832 Asset Management L.P.

11.02K

Jun 30, 26

+700

0.02%

Wrenne Financial Planning LLC

10.96K

Jun 30, 26

+647

0.02%

PRESILIUM PRIVATE WEALTH, LLC

10.93K

Jun 30, 26

-152

0.02%

BEAM WEALTH ADVISORS, INC.

10.89K

Jun 30, 26

+488

0.02%

Darden Wealth Group Inc

10.80K

Jun 30, 26

-500

0.02%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

10.76K

Jun 30, 26

-1.16K

0.02%

Point72 Asset Management, L.P.

10.73K

Jun 30, 26

+10.73K

0.02%

Garde Capital, Inc.

10.33K

Jun 30, 26

+742

0.02%

EP Wealth Advisors, LLC

10.32K

Jun 30, 26

-1.25K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

10.30K

Jun 30, 26

+1.50K

0.02%

Diversify Advisory Services, LLC

10.30K

Jun 30, 26

+10.30K

0.02%

Trademark Financial Management, LLC

10.20K

Jun 30, 26

-16.46K

0.02%

MAI Capital Management

10.01K

Jun 30, 26

+6.03K

0.02%

HB Wealth Management, LLC

9.98K

Jun 30, 26

+171

0.02%

Parkwoods Wealth Partners, LLC

9.98K

Jun 30, 26

+1.76K

0.02%

Heck Capital Advisors, LLC

9.63K

Jun 30, 26

+38

0.02%

Wealthspire Advisors, LLC

9.46K

Jun 30, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

9.36K

Jun 30, 26

+9.36K

0.01%

HF Advisory Group, LLC

9.26K

Jun 30, 26

+479

0.01%

Private Advisor Group, LLC

9.21K

Jun 30, 26

+9.21K

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

9.10K

Jun 30, 26

+2.00K

0.01%

PARK AVENUE SECURITIES LLC

8.85K

Jun 30, 26

-386

0.01%

CARY STREET PARTNERS FINANCIAL LLC

8.49K

Jun 30, 26

-28

0.01%

Landmark Wealth Management, LLC

8.37K

Jun 30, 26

+140

0.01%

Summit Financial Consulting LLC

8.35K

Jun 30, 26

+250

0.01%

MBL Wealth, LLC

8.33K

Jun 30, 26

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

8.30K

Jun 30, 26

0.01%

Betterment LLC

8.29K

Jun 30, 26

+279

0.01%

PRAIRIEVIEW WEALTH PARTNERS, LLC

8.24K

Jun 30, 26

-208

0.01%

NWAM LLC

8.21K

Jun 30, 26

+2.67K

0.01%

WESTBOURNE INVESTMENTS, INC.

8.05K

Jun 30, 26

-1.61K

0.01%

IEQ CAPITAL, LLC

8.05K

Jun 30, 26

0.01%

Mutual Advisors, LLC

7.99K

Jun 30, 26

-395

0.01%

MBE Wealth Management, LLC

7.85K

Jun 30, 26

-228

0.01%

FourThought Financial Partners, LLC

7.78K

Jun 30, 26

-650

0.01%

Sanctuary Advisors, LLC

7.73K

Jun 30, 26

-193

0.01%

ALLSTATE CORP

7.71K

Jun 30, 26

+2.77K

0.01%

Concurrent Investment Advisors, LLC

7.52K

Jun 30, 26

0.01%

Quad-Cities Investment Group, LLC

7.48K

Jun 30, 26

-118

0.01%

Cresset Asset Management, LLC

7.40K

Jun 30, 26

+7.40K

0.01%

Miracle Mile Advisors, LLC

7.38K

Jun 30, 26

0.01%

Parallel Advisors, LLC

7.31K

Jun 30, 26

-507

0.01%

MidAtlantic Capital Management, Inc.

6.93K

Jun 30, 26

0.01%

Upper Left Wealth Management, LLC

6.86K

Jun 30, 26

-161

0.01%

Janney Montgomery Scott LLC

6.80K

Jun 30, 26

-752

0.01%

Seaside Wealth Management, Inc.

6.75K

Jun 30, 26

0.01%

JOHNSON INVESTMENT COUNSEL INC

6.73K

Jun 30, 26

+495

0.01%

ARKANSAS FINANCIAL GROUP, INC.

6.71K

Jun 30, 26

-98

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

6.71K

Jun 30, 26

-34

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

6.14K

Jun 30, 26

+31

0.01%

Destiny Capital Corp/CO

6.09K

Jun 30, 26

-7.73K

0.01%

Krane Financial Solutions LLC

6.04K

Jun 30, 26

+35

0.01%

VERITY Wealth Advisors

6.00K

Jun 30, 26

0.01%

TRUIST FINANCIAL CORP

5.96K

Jun 30, 26

-1.78K

0.01%

RDA Financial Network

5.89K

Jun 30, 26

+57

0.01%

KLINGENSTEIN FIELDS & CO LP

5.87K

Jun 30, 26

0.01%

RVW Wealth, LLC

5.72K

Jun 30, 26

0.01%

FORVIS Wealth Advisors, LLC

5.71K

Jun 30, 26

-237

0.01%

Ashton Thomas Private Wealth, LLC

5.71K

Jun 30, 26

+1.79K

0.01%

FORTE ASSET MANAGEMENT LLC

5.70K

Jun 30, 26

0.01%

YHB Investment Advisors, Inc.

5.61K

Jun 30, 26

-268

0.01%

Fingerlakes Wealth Management, Inc.

5.57K

Jun 30, 26

+31

0.01%

Y-Intercept (Hong Kong) Ltd

5.55K

Jun 30, 26

+5.55K

0.01%

REDW Wealth LLC

5.52K

Jun 30, 26

0.01%

OneAscent Financial Services LLC

5.46K

Jun 30, 26

-450

0.01%

CGN Advisors LLC

5.43K

Jun 30, 26

-1.64K

0.01%

Redwood Financial Network Corp

5.17K

Jun 30, 26

+1.11K

0.01%

Daiwa Securities Group Inc.

5.12K

Jun 30, 26

+2.90K

0.01%

Mitsubishi UFJ Asset Management (UK) Ltd.

5.10K

Jun 30, 26

+3.70K

0.01%

Gerber Kawasaki Wealth & Investment Management

5.08K

Jun 30, 26

+104

0.01%

Hexagon Capital Partners LLC

4.99K

Jun 30, 26

-1.42K

0.01%

Tidemark, LLC

4.93K

Jun 30, 26

-1.22K

0.01%

United Advisor Group, LLC

4.87K

Jun 30, 26

+41

0.01%

Koesten, Hirschmann & Crabtree, INC.

4.85K

Jun 30, 26

0.01%

RITHOLTZ WEALTH MANAGEMENT

4.80K

Jun 30, 26

-195

0.01%

Finley Financial, LLC

4.78K

Jun 30, 26

0.01%

NWF Advisory Services Inc.

4.60K

Jun 30, 26

0.01%

GWN SECURITIES INC.

4.58K

Jun 30, 26

+256

0.01%

PDS Planning, Inc

4.43K

Jun 30, 26

+303

0.01%

Prosperity Financial Group, Inc.

4.40K

Jun 30, 26

+4.40K

0.01%

Platform Technology Partners

4.31K

Jun 30, 26

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.26K

Jun 30, 26

0.01%

NewEdge Wealth, LLC

4.15K

Jun 30, 26

+233

0.01%

Capstone Financial Advisors, Inc.

4.15K

Jun 30, 26

+23

0.01%

Global Retirement Partners, LLC

4.13K

Jun 30, 26

+4.13K

0.01%

HORAN Wealth, LLC

4.09K

Jun 30, 26

+195

0.01%

Sequoia Financial Advisors, LLC

4.09K

Jun 30, 26

+11

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

4.07K

Jun 30, 26

-189

0.01%

CARDIFF PARK ADVISORS, LLC

4.05K

Jun 30, 26

+73

0.01%

Aletheian Wealth Advisors LLC

4.05K

Jun 30, 26

-1

0.01%

EPIQ PARTNERS, LLC

4.02K

Jun 30, 26

0.01%

Jackson, Grant Investment Advisers, Inc.

4.02K

Jun 30, 26

0.01%

Financial Network Wealth Management LLC

4.01K

Jun 30, 26

+414

0.01%

D.A. DAVIDSON & CO.

3.99K

Jun 30, 26

+3.99K

0.01%

Goodwin Investment Advisory

3.92K

Jun 30, 26

-1

0.01%

IVC Wealth Advisors LLC

3.88K

Jun 30, 26

-96

0.01%

Onyx Bridge Wealth Group LLC

3.85K

Jun 30, 26

-75

0.01%

IRON Financial LLC

3.81K

Jun 30, 26

+21

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

3.81K

Jun 30, 26

-153

0.01%

SAX WEALTH ADVISORS, LLC

3.77K

Jun 30, 26

+3.77K

0.01%

BRYN MAWR TRUST Co

3.70K

Jun 30, 26

0.01%

Sharper & Granite LLC

3.67K

Jun 30, 26

0.01%

Values Added Financial LLC

3.66K

Jun 30, 26

0.01%

Roundview Capital LLC

3.60K

Jun 30, 26

0.01%

Capital Analysts, LLC

3.58K

Jun 30, 26

+514

0.01%

Tortoise Investment Management, LLC

3.56K

Jun 30, 26

+3.56K

0.01%

Westfuller Advisors, LLC

3.54K

Jun 30, 26

+20

0.01%

Braun-Bostich & Associates Inc.

3.47K

Jun 30, 26

-84

0.01%

LGL PARTNERS, LLC

3.45K

Jun 30, 26

+19

0.01%

Paradigm Financial Partners, LLC

3.38K

Jun 30, 26

+3.38K

0.01%

Synergy Asset Management, LLC

3.33K

Jun 30, 26

+3.33K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

3.31K

Jun 30, 26

+1.22K

0.01%

DV Trading LLC

3.30K

Jun 30, 26

+3.30K

0.01%

Advisory Alpha, LLC

3.29K

Jun 30, 26

+3.29K

0.01%

FSA Investment Group, LLC

3.29K

Jun 30, 26

+3.29K

0.01%

BAILARD, INC.

3.24K

Jun 30, 26

+3.24K

0.01%

ANCHOR CAPITAL ADVISORS LLC

3.22K

Jun 30, 26

+3.22K

0.01%

HCR Wealth Advisors

3.21K

Jun 30, 26

+3.21K

0.01%

CIBC Bancorp USA Inc.

3.20K

Jun 30, 26

+3.20K

0.00%

Bangor Savings Bank

3.17K

Jun 30, 26

+950

0.00%

Members Trust Co

3.12K

Jun 30, 26

+3.12K

0.00%

Vawter Financial, Ltd.

3.09K

Jun 30, 26

+3.09K

0.00%

E6 Portfolios, LLC

3.05K

Jun 30, 26

+3.05K

0.00%

Veracity Capital LLC

3.04K

Jun 30, 26

-2.80K

0.00%

Symphony Financial, Ltd. Co.

2.99K

Jun 30, 26

+2.99K

0.00%

Qube Research & Technologies Ltd

2.99K

Jun 30, 26

+2.99K

0.00%

AlphaCore Capital LLC

2.73K

Jun 30, 26

0.00%

Biltmore Family Office, LLC

2.31K

Jun 30, 26

0.00%

Asset Dedication, LLC

2.00K

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

1.74K

Jun 30, 26

+1.74K

0.00%

ATLAS CAPITAL ADVISORS LLC

1.70K

Jun 30, 26

+1.70K

0.00%

Russell Investments Group, Ltd.

1.68K

Jun 30, 26

+1.53K

0.00%

Aptus Capital Advisors, LLC

1.65K

Jun 30, 26

-602

0.00%

OLD SECOND NATIONAL BANK OF AURORA

1.63K

Jun 30, 26

-1.16K

0.00%

Steigerwald, Gordon & Koch Inc.

1.55K

Jun 30, 26

0.00%

BANK OF MONTREAL /CAN/

1.47K

Jun 30, 26

+830

0.00%

RAFFA WEALTH MANAGEMENT, LLC

1.39K

Jun 30, 26

0.00%

Financial Perspectives, Inc

1.33K

Jun 30, 26

0.00%

Copia Wealth Management

1.25K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

1.24K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

1.20K

Jun 30, 26

+27

0.00%

TD PRIVATE CLIENT WEALTH LLC

1.17K

Jun 30, 26

-69

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.17K

Jun 30, 26

+1.17K

0.00%

Summit Wealth Group, LLC

1.11K

Jun 30, 26

+1.11K

0.00%

FIRST HORIZON CORP

928

Jun 30, 26

-170

0.00%

Fairscale Capital, LLC

906

Jun 30, 26

0.00%

UMB Bank, n.a.

900

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

900

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

861

Jun 30, 26

+813

0.00%

PlanVest Financial, Inc

858

Jun 30, 26

0.00%

SHP Wealth Management

823

Jun 30, 26

0.00%

Synergy Investment Management, LLC

809

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

742

Jun 30, 26

+208

0.00%

GeoWealth Management, LLC

738

Jun 30, 26

+738

0.00%

Cape Investment Advisory, Inc.

732

Jun 30, 26

+732

0.00%

First Command Advisory Services, Inc.

725

Jun 30, 26

+725

0.00%

CENTRAL TRUST Co

716

Jun 30, 26

+716

0.00%

BROWN BROTHERS HARRIMAN & CO

709

Jun 30, 26

0.00%

Archer Investment Corp

692

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

661

Jun 30, 26

0.00%

SIGNATUREFD, LLC

643

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

593

Jun 30, 26

0.00%

Meramec Financial Planners, LLC

579

Jun 30, 26

+579

0.00%

Smithfield Trust Co

521

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

484

Jun 30, 26

-126

0.00%

Robinswood Financial LLC

480

Jun 30, 26

0.00%

CITIGROUP INC

415

Jun 30, 26

+414

0.00%

Continuum Advisory, LLC

372

Jun 30, 26

+372

0.00%

EverSource Wealth Advisors, LLC

370

Jun 30, 26

+15

0.00%

Truvestments Capital LLC

353

Jun 30, 26

0.00%

Miller Capital Partners, Inc.

350

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

350

Jun 30, 26

0.00%

Brooklyn FI, LLC

336

Jun 30, 26

+336

0.00%

Investors Research Corp

331

Jun 30, 26

0.00%

Dunhill Financial, LLC

314

Jun 30, 26

0.00%

CGC Financial Services, LLC

310

Jun 30, 26

+310

0.00%

ASSETMARK, INC

306

Jun 30, 26

+26

0.00%

Hanson & Doremus Investment Management

300

Jun 30, 26

0.00%

Essential Partners LLC

296

Jun 30, 26

-19

0.00%

Legacy Bridge, LLC

291

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

275

Jun 30, 26

+44

0.00%

Catherine Avery Investment Management LLC

239

Jun 30, 26

+239

0.00%

Colonial Trust Co / SC

237

Jun 30, 26

0.00%

North Star Investment Management Corp.

218

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

210

Jun 30, 26

-855

0.00%

Vanguard National Trust Co

209

Jun 30, 26

0.00%

Wealth Enhancement Trust Services, Inc.

200

Jun 30, 26

-85

0.00%

CX Institutional

196

Jun 30, 26

-3.17K

0.00%

Larson Financial Group LLC

189

Jun 30, 26

-70

0.00%

MATHER GROUP, LLC.

181

Jun 30, 26

-724

0.00%

BROWN, LISLE/CUMMINGS, INC.

165

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

158

Jun 30, 26

0.00%

Caitlin John, LLC

139

Jun 30, 26

+139

0.00%

MCF Advisors LLC

118

Jun 30, 26

+118

0.00%

Coastal Investment Advisors, Inc.

107

Jun 30, 26

+12

0.00%

Godfrey Financial Associates, Inc.

106

Jun 30, 26

0.00%

NBC SECURITIES, INC.

100

Jun 30, 26

0.00%

Ancora Advisors, LLC

100

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

High Note Wealth, LLC

Jun 30, 26

+96

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

Jun 30, 26

+90

0.00%

Oakmont Advisory Group, LLC

Jun 30, 26

+84

0.00%

Downshift Financial, LLC

Jun 30, 26

+83

0.00%

Index Technologies Group LLC

Jun 30, 26

+82

0.00%

CUSTOM INDEX SYSTEMS, LLC

Jun 30, 26

+82

0.00%

Breakwater Investment Management

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

Jun 30, 26

+75

0.00%

Allspring Global Investments Holdings, LLC

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

-48

0.00%

Valued Wealth Advisors LLC

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

+11

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

Jun 30, 26

0.00%

Bear Mountain Capital, Inc.

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

Hughes Financial Services, LLC

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

Jun 30, 26

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-35.42K

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-987

AXS Investments LLC

Jun 30, 26

-66.35K

Wright Fund Management, LLC

Jun 30, 26

-32.52K

Sound Income Strategies, LLC

Jun 30, 26

-251

Hamilton Point Investment Advisors, LLC

Jun 30, 26

-16

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

-22.80K

TD Capital Management LLC

Jun 30, 26

-696

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-10

Soltis Investment Advisors LLC

Jun 30, 26

-3.39K

Fund Evaluation Group, LLC

Jun 30, 26

-62.01K

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-24

Pacific Life Fund Advisors LLC

Jun 30, 26

-223.46K

CITADEL ADVISORS LLC

Jun 30, 26

-13.13K

Equitable Holdings, Inc.

Jun 30, 26

-51.10K

Advisory Services Network, LLC

Jun 30, 26

-2.89K

Tower Research Capital LLC (TRC)

Jun 30, 26

-12.62K

Root Financial Partners, LLC

Jun 30, 26

-548

BDFS Capital LLC

Jun 30, 26

-5.13K

Navalign, LLC

Jun 30, 26

-10.66K

Stratos Wealth Partners, LTD.

Jun 30, 26

-3.89K

IPG Investment Advisors LLC

Jun 30, 26

-11.35K

Evergreen Advisors, LLC

Jun 30, 26

-100

Financial Freedom, LLC

Jun 30, 26

-527

Opal Wealth Advisors, LLC

Jun 30, 26

-490

Western Wealth Management, LLC

Jun 30, 26

-1.09K

U.S. Capital Wealth Advisors, LLC

56.87K

Mar 31, 26

+876

0.09%

EXENCIAL WEALTH ADVISORS, LLC

21.82K

Mar 31, 26

-1.39K

0.03%

Sunbelt Securities, Inc.

3.47K

Mar 31, 26

-7.75K

0.01%

CWM, LLC

814

Mar 31, 26

+160

0.00%

Brown Financial Advisory

Mar 31, 26

-4.00K

Heritage Financial Services, LLC

867.70K

Dec 31, 25

+89.35K

1.35%

COMERICA BANK

17.17K

Dec 31, 25

+5.65K

0.03%

CIBC Private Wealth Group, LLC

2.75K

Dec 31, 25

-229

0.00%

Covenant Partners, LLC

592

Dec 31, 25

+33

0.00%

Glenmede Investment Management, LP

1.67M

Sep 30, 25

+76.50K

2.61%

Bristlecone Advisors, LLC

5.00K

Sep 30, 25

0.01%

Lowe Wealth Advisors, LLC

798

Sep 30, 25

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Congress Wealth Management LLC / DE /

71.84K

Jun 30, 25

-7.12K

0.11%

Better Money Decisions, LLC

43.26K

Jun 30, 25

+1.75K

0.07%

AVANTAX ADVISORY SERVICES, INC.

7.89K

Jun 30, 25

-5.39K

0.01%

Horan Securities, Inc.

3.89K

Jun 30, 25

+301

0.01%

Atria Wealth Solutions, Inc.

3.57K

Jun 30, 25

-6.42K

0.01%

Iron Horse Wealth Management, LLC

158

Jun 30, 25

-8

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

23.72K

Mar 31, 25

-421

0.04%

Spectrum Wealth Counsel, LLC

6.60K

Mar 31, 25

0.01%

Sheaff Brock Investment Advisors, LLC

4.60K

Mar 31, 25

-500

0.01%

CAROLINAS WEALTH CONSULTING LLC

887

Mar 31, 25

+95

0.00%

Tallon Kerry Patrick

31.27K

Dec 31, 24

+31.27K

0.05%

Edge Capital Group, LLC

13.23K

Dec 31, 24

+13.23K

0.02%

Executive Wealth Management, LLC

3.54K

Dec 31, 24

-90.22K

0.01%

Sanctuary Wealth Management, L.L.C.

808

Dec 31, 24

0.00%

Bray Capital Advisors

305

Dec 31, 24

0.00%

Merriman Wealth Management, LLC

Dec 31, 24

-109.02K

Raymond James Financial Services Advisors, Inc.

138.52K

Sep 30, 24

+94.20K

0.22%

RAYMOND JAMES & ASSOCIATES

122.15K

Sep 30, 24

+2.45K

0.19%

CIC Wealth, LLC

108.03K

Sep 30, 24

+2.68K

0.17%

Source Financial Advisors LLC

26.67K

Sep 30, 24

+17

0.04%

BlackRock Inc.

2.92M

Jun 30, 24

+239.16K

4.55%

Vantage Financial Partners Ltd., Inc.

196.09K

Jun 30, 24

+111.23K

0.31%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

11.69K

Jun 30, 24

-25

0.02%

BUCKINGHAM STRATEGIC WEALTH, LLC

4.32K

Jun 30, 24

+14

0.01%

Private Ocean, LLC

3.84K

Jun 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.31K

Jun 30, 24

-305

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-10.12K

Charles Schwab Investment Advisory, Inc.

2.60M

Mar 31, 24

-91.09K

4.05%

Cetera Advisor Networks LLC

32.10K

Mar 31, 24

+17.92K

0.05%

Cetera Advisors LLC

15.24K

Mar 31, 24

+1.47K

0.02%

Retirement Group, LLC

Mar 31, 24

-25

StrategIQ Financial Group, LLC

70.36K

Dec 31, 23

-3.70K

0.11%

TELEMUS CAPITAL, LLC

30.39K

Dec 31, 23

-2.67K

0.05%

WADE G W & INC

9.58K

Dec 31, 23

-300

0.01%

Simplicity Solutions, LLC

6.99K

Dec 31, 23

+21

0.01%

Bartlett & Co. LLC

427

Dec 31, 23

-20

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.82K

Sep 30, 23

-374

0.01%

PATHSTONE FAMILY OFFICE, LLC

7.79K

Sep 30, 23

+290

0.01%

COLONY GROUP LLC

7.43K

Sep 30, 23

-194

0.01%

DESTINY CAPITAL SECURITIES CORPORATION

4.38K

Sep 30, 23

+4.38K

0.01%

Johnson Midwest Financial, LLC

912

Sep 30, 23

0.00%

AJ WEALTH STRATEGIES, LLC

Jun 30, 23

-11.21K

Kalos Management, Inc.

Jun 30, 23

-126

Barber Financial Group, Inc.

121.03K

Mar 31, 23

-22.51K

0.19%

SBK Financial, Inc.

74.42K

Dec 31, 22

-70.42K

0.12%

ZEKE CAPITAL ADVISORS, LLC

8.50K

Dec 31, 22

+8.50K

0.01%

Foresight Wealth Management, LLC

5.53K

Dec 31, 22

-52.51K

0.01%

Hotaling Investment Management, LLC

4.80K

Dec 31, 22

+4.80K

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-99

McCutchen Group LLC

744.47K

Sep 30, 22

-24.84K

1.16%

Highland Private Wealth Management

344.58K

Sep 30, 22

+6.53K

0.54%

Bowling Portfolio Management LLC

40.29K

Sep 30, 22

-1.65K

0.06%

55I, LLC

14.66K

Sep 30, 22

+700

0.02%

FourThought Financial, LLC

6.06K

Sep 30, 22

-5.97K

0.01%

MUFG Americas Holdings Corp

1.30K

Sep 30, 22

0.00%

American Portfolios Advisors

521

Sep 30, 22

+521

0.00%

American Research & Management Co.

400

Sep 30, 22

0.00%

Strategic Asset Management, LLC

136

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-325

Cordasco Financial Network

14.38K

Jun 30, 22

-1.04K

0.02%

KerberRose Wealth Management, LLC

9.15K

Jun 30, 22

+9.15K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

90.49K

Mar 31, 22

+14.93K

0.14%

IndexIQ Advisors LLC

10.54K

Mar 31, 22

+10.00K

0.02%

SVB Investment Services Inc.

7.21K

Mar 31, 22

0.01%

Nauset Wealth Management. LLC

1.26K

Mar 31, 22

+1.26K

0.00%

Hayden Royal, LLC

5.40K

Dec 31, 21

-25

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-2.69K

Cardan Capital Partners, LLC

152.33K

Sep 30, 21

+2.73K

0.24%

MANAGED ACCOUNT SERVICES INC

16.58K

Sep 30, 21

-759

0.03%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

5.26K

Sep 30, 21

+5.26K

0.01%

Psagot Value Holdings Ltd.

4.68K

Sep 30, 21

0.01%

FormulaFolio Investments, LLC

16.36K

Jun 30, 21

-384

0.03%

Pinnacle Advisory Group, Inc.

20.71K

Mar 31, 21

+8.57K

0.03%

CornerStone Partners LLC

305.35K

Sep 30, 20

+109.72K

0.48%

Watson Rebecca

Sep 30, 20

-2.69K

LifePlan Financial Group, Inc

Sep 30, 20

-17.26K

BRINKER CAPITAL INC

12.39K

Jun 30, 20

-1.99K

0.02%

JOYN Advisors, Inc.

455.40K

Mar 31, 20

-19.94K

0.71%

Squar Milner Financial Services LLC

764

Mar 31, 20

+444

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

90.95K

Dec 31, 19

-2.47K

0.14%

Advisor Group, Inc.

23.55K

Dec 31, 19

+423

0.04%

American Financial Network Advisory Services LLC

6.27K

Sep 30, 19

+6.27K

0.01%

BB&T SECURITIES, LLC

6.04K

Sep 30, 19

+1.12K

0.01%

HL FINANCIAL SERVICES LLC

28.34K

Mar 31, 19

+3.48K

0.04%

Sapphire Star Partners LP

9.89K

Dec 31, 18

+185

0.02%

Visionary Asset Management, Inc.

Dec 31, 18

-7.92K

Allegis Investment Advisors, LLC

11.45K

Mar 31, 18

-1.77K

0.02%

WealthShield, LLC

1.62K

Dec 31, 17

+1.62K

0.00%

Commonwealth Equity Services, Inc

44.48K

Jun 30, 17

+7.60K

0.07%

MSI Financial Services Inc

6.09K

Dec 31, 16

+1.07K

0.01%

SOCIETE GENERALE

28.19K

Jun 30, 16

+28.19K

0.04%

ATHERTON LANE ADVISERS, LLC

6.07K

Dec 31, 15

-240

0.01%

UBS AG

11.59K

Sep 30, 14

-21.04K

0.02%

First Allied Securities, Inc.

125

Jun 30, 12

0.00%

Stifel Independent Advisors, LLC

6.49K

Mar 31, 11

+6.49K

0.01%