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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 222.73K | Jun 30, 26 | +7.14K | 3.07% |
| LPL Financial LLC | 222.27K | Jun 30, 26 | -2.75K | 3.06% |
| RAYMOND JAMES FINANCIAL INC | 170.09K | Jun 30, 26 | +5.66K | 2.34% |
| BANK OF AMERICA CORP /DE/ | 122.39K | Jun 30, 26 | +4.12K | 1.69% |
| Alliance Wealth Advisors, LLC /UT | 110.69K | Jun 30, 26 | +12.57K | 1.53% |
| Dougherty Wealth Advisers LLC | 100.69K | Jun 30, 26 | +5.12K | 1.39% |
| Mariner, LLC | 90.17K | Jun 30, 26 | +4.90K | 1.24% |
| Steward Partners Investment Advisory, LLC | 80.28K | Jun 30, 26 | +2.17K | 1.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77.53K | Jun 30, 26 | +11.61K | 1.07% |
| Global Retirement Partners, LLC | 60.59K | Jun 30, 26 | +60.59K | 0.83% |
| LMG Wealth Partners, LLC | 58.27K | Jun 30, 26 | -943 | 0.80% |
| Code Waechter LLC | 57.14K | Jun 30, 26 | +2.24K | 0.79% |
| BALANCED WEALTH GROUP LLC | 51.76K | Jun 30, 26 | +49.24K | 0.71% |
| ENVESTNET ASSET MANAGEMENT INC | 51.08K | Jun 30, 26 | +5.40K | 0.70% |
| GOLDMAN SACHS GROUP INC | 50.00K | Jun 30, 26 | -754 | 0.69% |
| PRINCIPAL SECURITIES, INC. | 49.85K | Jun 30, 26 | +2.07K | 0.69% |
| WELLS FARGO & COMPANY/MN | 42.65K | Jun 30, 26 | +145 | 0.59% |
| KIECKHEFER GROUP LLC | 40.43K | Jun 30, 26 | -109 | 0.56% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 40.08K | Jun 30, 26 | -1.07K | 0.55% |
| Adviser Investments LLC | 33.78K | Jun 30, 26 | -803 | 0.47% |
| ROYAL BANK OF CANADA | 33.40K | Jun 30, 26 | +1.43K | 0.46% |
| AMERIPRISE FINANCIAL INC | 33.19K | Jun 30, 26 | -6.96K | 0.46% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 32.53K | Jun 30, 26 | +2.39K | 0.45% |
| BROWN ADVISORY INC | 29.40K | Jun 30, 26 | +55 | 0.41% |
| PFG Advisors | 27.06K | Jun 30, 26 | +715 | 0.37% |
| UBS Group AG | 25.14K | Jun 30, 26 | -1.24K | 0.35% |
| LOWERY THOMAS, LLC | 25.11K | Jun 30, 26 | +256 | 0.35% |
| MidFirst Bank | 24.46K | Jun 30, 26 | +1.39K | 0.34% |
| Janney Montgomery Scott LLC | 23.29K | Jun 30, 26 | +349 | 0.32% |
| Cetera Investment Advisers | 22.72K | Jun 30, 26 | +1.09K | 0.31% |
| JPMORGAN CHASE & CO | 21.05K | Jun 30, 26 | -16 | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 20.25K | Jun 30, 26 | -372 | 0.28% |
| Cambridge Investment Research Advisors, Inc. | 20.11K | Jun 30, 26 | -210 | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 18.72K | Jun 30, 26 | +1.57K | 0.26% |
| CAPITAL WEALTH MANAGEMENT, LLC | 17.16K | Jun 30, 26 | +1.12K | 0.24% |
| Financial Engines Advisors L.L.C. | 17.14K | Jun 30, 26 | -2.94K | 0.24% |
| Veratis Advisors, Inc. | 17.03K | Jun 30, 26 | +17.03K | 0.23% |
| STUDIO INVESTMENT MANAGEMENT LLC | 15.94K | Jun 30, 26 | -425 | 0.22% |
| Strategic Blueprint, LLC | 15.05K | Jun 30, 26 | +2.58K | 0.21% |
| Private Advisor Group, LLC | 14.45K | Jun 30, 26 | -572 | 0.20% |
| Kestra Advisory Services, LLC | 14.27K | Jun 30, 26 | +554 | 0.20% |
| GTS SECURITIES LLC | 13.41K | Jun 30, 26 | +8.88K | 0.18% |
| Tempo Wealth, LLC | 13.13K | Jun 30, 26 | -26 | 0.18% |
| MML INVESTORS SERVICES, LLC | 12.68K | Jun 30, 26 | +1.67K | 0.17% |
| St. Louis Trust Co | 12.29K | Jun 30, 26 | -- | 0.17% |
| Diversified Enterprises, LLC | 12.23K | Jun 30, 26 | +1.49K | 0.17% |
| Bank of New Hampshire | 11.39K | Jun 30, 26 | -1.52K | 0.16% |
| D.A. DAVIDSON & CO. | 11.23K | Jun 30, 26 | -249 | 0.15% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10.72K | Jun 30, 26 | -491 | 0.15% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 10.58K | Jun 30, 26 | -- | 0.15% |
| Kingsview Wealth Management, LLC | 10.56K | Jun 30, 26 | +3.59K | 0.15% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 10.15K | Jun 30, 26 | -503 | 0.14% |
| STIFEL FINANCIAL CORP | 9.21K | Jun 30, 26 | +298 | 0.13% |
| Crescent Sterling, Ltd. | 9.21K | Jun 30, 26 | +413 | 0.13% |
| Equitable Holdings, Inc. | 9.09K | Jun 30, 26 | -9.13K | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.05K | Jun 30, 26 | -236 | 0.12% |
| Del-Sette Capital Management, LLC | 8.44K | Jun 30, 26 | -42.38K | 0.12% |
| Sovran Advisors, LLC | 8.30K | Jun 30, 26 | +311 | 0.11% |
| ALEXANDER LABRUNERIE & CO., INC. | 8.20K | Jun 30, 26 | -- | 0.11% |
| Ackerman Capital Advisors, LLC | 8.10K | Jun 30, 26 | -44 | 0.11% |
| RIVERSEDGE ADVISORS, LLC | 7.96K | Jun 30, 26 | +155 | 0.11% |
| Summit Asset Management, LLC | 7.94K | Jun 30, 26 | -- | 0.11% |
| Vantus Wealth LLC | 7.81K | Jun 30, 26 | +7.81K | 0.11% |
| Junk Investment Group, LLC | 7.63K | Jun 30, 26 | +6 | 0.11% |
| Advyzon Investment Management, LLC | 7.62K | Jun 30, 26 | +577 | 0.11% |
| Sierra Capital LLC | 7.37K | Jun 30, 26 | +3 | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 7.15K | Jun 30, 26 | +1.21K | 0.10% |
| Brand Asset Management Group, Inc. | 6.86K | Jun 30, 26 | +5 | 0.09% |
| Strategic Advocates LLC | 6.48K | Jun 30, 26 | -32 | 0.09% |
| Waverly Advisors, LLC | 6.36K | Jun 30, 26 | +110 | 0.09% |
| MGO ONE SEVEN LLC | 5.86K | Jun 30, 26 | +191 | 0.08% |
| VIAWEALTH, LLC | 5.80K | Jun 30, 26 | -111 | 0.08% |
| Naviter Wealth, LLC | 5.78K | Jun 30, 26 | -- | 0.08% |
| TRUIST FINANCIAL CORP | 5.28K | Jun 30, 26 | +3.29K | 0.07% |
| Savant Capital, LLC | 5.13K | Jun 30, 26 | +2.57K | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.09K | Jun 30, 26 | -696 | 0.07% |
| SpringVest Wealth Management LLC | 5.07K | Jun 30, 26 | -- | 0.07% |
| Summit Financial, LLC | 5.05K | Jun 30, 26 | -100 | 0.07% |
| Rodgers & Associates, LTD | 4.79K | Jun 30, 26 | -179 | 0.07% |
| Merit Financial Group, LLC | 4.70K | Jun 30, 26 | -- | 0.06% |
| PACIFIC SUN FINANCIAL CORP | 4.60K | Jun 30, 26 | +50 | 0.06% |
| Farther Finance Advisors, LLC | 4.56K | Jun 30, 26 | -379 | 0.06% |
| Spears Abacus Advisors LLC | 4.37K | Jun 30, 26 | -- | 0.06% |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.21K | Jun 30, 26 | +450 | 0.06% |
| Vanguard National Trust Co | 4.20K | Jun 30, 26 | -- | 0.06% |
| Livet Wealth, LLC | 3.91K | Jun 30, 26 | +7 | 0.05% |
| Advisor Resource Council | 3.85K | Jun 30, 26 | +3.85K | 0.05% |
| Simplicity Wealth,LLC | 3.76K | Jun 30, 26 | -2.61K | 0.05% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3.65K | Jun 30, 26 | +134 | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 3.61K | Jun 30, 26 | -- | 0.05% |
| WASHINGTON CAPITAL MANAGEMENT, INC | 3.50K | Jun 30, 26 | +3.50K | 0.05% |
| Prospera Financial Services Inc | 3.47K | Jun 30, 26 | +3 | 0.05% |
| Beaird Harris Wealth Management, LLC | 3.21K | Jun 30, 26 | +4 | 0.04% |
| Atlanta Consulting Group Advisors, LLC | 3.19K | Jun 30, 26 | -- | 0.04% |
| Meridian Wealth Management, LLC | 3.17K | Jun 30, 26 | +3 | 0.04% |
| Fund Evaluation Group, LLC | 3.15K | Jun 30, 26 | +925 | 0.04% |
| Clark Capital Management Group, Inc. | 3.04K | Jun 30, 26 | -- | 0.04% |
| Pinnacle Financial Partners, Inc. | 2.90K | Jun 30, 26 | +2.90K | 0.04% |
| Heartwood Wealth Advisors LLC | 2.81K | Jun 30, 26 | +460 | 0.04% |
| MAI Capital Management | 2.80K | Jun 30, 26 | +146 | 0.04% |
| J.W. COLE ADVISORS, INC. | 2.62K | Jun 30, 26 | +2.62K | 0.04% |
| Financial Planning Hawaii, Inc. | 2.57K | Jun 30, 26 | -- | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 2.55K | Jun 30, 26 | +300 | 0.04% |
| INSIGHT 2811, INC. | 2.54K | Jun 30, 26 | +14 | 0.03% |
| Philadelphia Investment Partners, LLC | 2.46K | Jun 30, 26 | +2.46K | 0.03% |
| Creative Planning | 2.44K | Jun 30, 26 | +1 | 0.03% |
| Sequoia Financial Advisors, LLC | 2.43K | Jun 30, 26 | -- | 0.03% |
| CITIGROUP INC | 2.40K | Jun 30, 26 | +120 | 0.03% |
| Relyea Zuckerberg Hanson LLC | 2.27K | Jun 30, 26 | -- | 0.03% |
| Kinetic Wealth Investment Advisors LLC | 2.26K | Jun 30, 26 | +2.26K | 0.03% |
| CI Private Wealth, LLC | 2.15K | Jun 30, 26 | +410 | 0.03% |
| CoreCap Advisors, LLC | 2.12K | Jun 30, 26 | +52 | 0.03% |
| OneAscent Financial Services LLC | 2.12K | Jun 30, 26 | -- | 0.03% |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | 2.04K | Jun 30, 26 | +2.04K | 0.03% |
| NewEdge Advisors, LLC | 2.03K | Jun 30, 26 | +76 | 0.03% |
| Vestmark Advisory Solutions, Inc. | 2.00K | Jun 30, 26 | +2.00K | 0.03% |
| Mount Yale Investment Advisors, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.03% |
| Breakwater Capital Group | 1.95K | Jun 30, 26 | -1.15K | 0.03% |
| ENTREWEALTH, LLC | 1.92K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 1.89K | Jun 30, 26 | -- | 0.03% |
| Chicago Partners Investment Group LLC | 1.85K | Jun 30, 26 | +1 | 0.03% |
| Sunrise Financial Services, LLC | 1.84K | Jun 30, 26 | -44 | 0.03% |
| Dakota Wealth Management | 1.80K | Jun 30, 26 | -- | 0.02% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1.77K | Jun 30, 26 | -- | 0.02% |
| Bonfire Financial | 1.76K | Jun 30, 26 | -197 | 0.02% |
| Financial Synergies Wealth Advisors, Inc. | 1.73K | Jun 30, 26 | -- | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.72K | Jun 30, 26 | +3 | 0.02% |
| Catalytic Wealth RIA, LLC | 1.69K | Jun 30, 26 | -- | 0.02% |
| Financial Strategies Group, Inc. | 1.67K | Jun 30, 26 | -98 | 0.02% |
| Ausdal Financial Partners, Inc. | 1.65K | Jun 30, 26 | +3 | 0.02% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 1.65K | Jun 30, 26 | -- | 0.02% |
| EP Wealth Advisors, LLC | 1.62K | Jun 30, 26 | +1.62K | 0.02% |
| BLAIR WILLIAM & CO/IL | 1.61K | Jun 30, 26 | +550 | 0.02% |
| WORLD EQUITY GROUP, INC. | 1.59K | Jun 30, 26 | -57 | 0.02% |
| IFG Advisors, LLC | 1.59K | Jun 30, 26 | +1.59K | 0.02% |
| Sprinkle Financial Consultants LLC | 1.57K | Jun 30, 26 | +1.57K | 0.02% |
| STANSBERRY ASSET MANAGEMENT, LLC | 1.50K | Jun 30, 26 | +1.50K | 0.02% |
| Godshalk Welsh Capital Management, Inc. | 1.49K | Jun 30, 26 | +1.49K | 0.02% |
| Colony Group, LLC | 1.41K | Jun 30, 26 | +1.41K | 0.02% |
| Archer Investment Corp | 1.41K | Jun 30, 26 | -- | 0.02% |
| PETTYJOHN, WOOD & WHITE, INC | 1.40K | Jun 30, 26 | +1.40K | 0.02% |
| Trail Ridge Investment Advisors, LLC | 1.39K | Jun 30, 26 | +1.39K | 0.02% |
| OpenArc Corporate Advisory, LLC | 1.36K | Jun 30, 26 | +1.36K | 0.02% |
| EASTERLY INVESTMENT PARTNERS LLC | 1.35K | Jun 30, 26 | +1.35K | 0.02% |
| Certified Advisory Corp | 1.35K | Jun 30, 26 | +1.35K | 0.02% |
| FMR LLC | 1.33K | Jun 30, 26 | +90 | 0.02% |
| BARRETT & COMPANY, INC. | 1.30K | Jun 30, 26 | -- | 0.02% |
| Parallel Advisors, LLC | 1.25K | Jun 30, 26 | +1.25K | 0.02% |
| Morton Brown Family Wealth, LLC | 1.15K | Jun 30, 26 | -- | 0.02% |
| ARCADIA INVESTMENT ADVISORS LLC | 1.09K | Jun 30, 26 | -- | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.06K | Jun 30, 26 | -26 | 0.01% |
| Clearstead Advisors, LLC | 1.02K | Jun 30, 26 | +1.02K | 0.01% |
| Aptus Capital Advisors, LLC | 987 | Jun 30, 26 | +1 | 0.01% |
| IFP Advisors, Inc | 977 | Jun 30, 26 | -- | 0.01% |
| VANGUARD ADVISERS INC | 958 | Jun 30, 26 | +37 | 0.01% |
| Continuum Advisory, LLC | 807 | Jun 30, 26 | +807 | 0.01% |
| FIRST HORIZON CORP | 785 | Jun 30, 26 | -- | 0.01% |
| AMERIFLEX GROUP, INC. | 769 | Jun 30, 26 | -3 | 0.01% |
| Keating Financial Advisory Services, Inc. | 623 | Jun 30, 26 | -- | 0.01% |
| Triumph Capital Management | 621 | Jun 30, 26 | -- | 0.01% |
| Salomon & Ludwin, LLC | 601 | Jun 30, 26 | -19 | 0.01% |
| Indiana Trust & Investment Management CO | 586 | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 474 | Jun 30, 26 | +115 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 415 | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 392 | Jun 30, 26 | -36 | 0.01% |
| First Pacific Financial | 349 | Jun 30, 26 | +1 | 0.00% |
| Smartleaf Asset Management LLC | 327 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 310 | Jun 30, 26 | +1 | 0.00% |
| Hurley Capital, LLC | 284 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 265 | Jun 30, 26 | +265 | 0.00% |
| Birchwood Financial Partners, Inc. | 260 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 215 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 209 | Jun 30, 26 | +209 | 0.00% |
| BESSEMER GROUP INC | 207 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 205 | Jun 30, 26 | +205 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 205 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 204 | Jun 30, 26 | +204 | 0.00% |
| Davis Capital Management | 200 | Jun 30, 26 | -- | 0.00% |
| Washington Trust Advisors, Inc. | 171 | Jun 30, 26 | -- | 0.00% |
| Hilltop National Bank | 140 | Jun 30, 26 | -150 | 0.00% |
| Integrated Wealth Concepts LLC | 140 | Jun 30, 26 | +140 | 0.00% |
| Glass Jacobson Investment Advisors llc | 129 | Jun 30, 26 | -9 | 0.00% |
| NBC SECURITIES, INC. | 105 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 94 | Jun 30, 26 | -210 | 0.00% |
| Cornerstone Financial Management LLC | 82 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 76 | Jun 30, 26 | -78 | 0.00% |
| MATHER GROUP, LLC. | 71 | Jun 30, 26 | -81 | 0.00% |
| SBI Securities Co., Ltd. | 66 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 53 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 50 | Jun 30, 26 | -- | 0.00% |
| NVWM, LLC | 36 | Jun 30, 26 | -- | 0.00% |
| SYM FINANCIAL Corp | 31 | Jun 30, 26 | -138 | 0.00% |
| HM PAYSON & CO | 30 | Jun 30, 26 | -5 | 0.00% |
| Quent Capital, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Glassman Wealth Services | 8 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 6 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 4 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -50 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -80 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -443 | -- |
| True Link Financial Advisors, LLC | -- | Jun 30, 26 | -129 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -4 | -- |
| ProVise Management Group, LLC | -- | Jun 30, 26 | -26.42K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -187 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -4.58K | -- |
| CFG Wealth Management Services, Inc. | -- | Jun 30, 26 | -75 | -- |
| EJMK Ventures LLC | -- | Jun 30, 26 | -2.23K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -18 | -- |
| CWM, LLC | 4.23K | Mar 31, 26 | +130 | 0.06% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.11K | Mar 31, 26 | -116 | 0.06% |
| VANGUARD GROUP INC | 5.09K | Dec 31, 25 | -108 | 0.07% |
| COMERICA BANK | 87 | Dec 31, 25 | -- | 0.00% |
| Blue Barn Wealth, LLC | -- | Dec 31, 25 | -4.68K | -- |
| FSA Wealth Management LLC | 2.28K | Sep 30, 25 | -- | 0.03% |
| BRASS TAX WEALTH MANAGEMENT, INC | 2.21K | Sep 30, 25 | -- | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 3.98K | Jun 30, 25 | +110 | 0.05% |
| Atria Wealth Solutions, Inc. | 2.85K | Jun 30, 25 | -2.93K | 0.04% |
| Christopher J. Hasenberg, Inc | 2.44K | Jun 30, 25 | +2.44K | 0.03% |
| First Horizon Advisors, Inc. | 751 | Jun 30, 25 | +566 | 0.01% |
| Orion Portfolio Solutions, LLC | 2.98K | Mar 31, 25 | -2.66K | 0.04% |
| Sandy Spring Bank | -- | Mar 31, 25 | -302 | -- |
| Cassady Schiller Wealth Management, LLC | 128 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -232 | -- |
| Raymond James Financial Services Advisors, Inc. | 89.35K | Sep 30, 24 | +9.81K | 1.23% |
| RAYMOND JAMES & ASSOCIATES | 47.56K | Sep 30, 24 | +18.73K | 0.66% |
| 9258 Wealth Management, LLC | 2.76K | Sep 30, 24 | +76 | 0.04% |
| RAYMOND JAMES TRUST N.A. | 2.15K | Sep 30, 24 | -- | 0.03% |
| ETFIDEA, LLC | 1.81K | Sep 30, 24 | -212 | 0.02% |
| Cetera Advisor Networks LLC | 3.76K | Mar 31, 24 | +122 | 0.05% |
| Cannell & Co. | 4.41K | Dec 31, 23 | +4.41K | 0.06% |
| DB Wealth Management Group, LLC | 86 | Dec 31, 23 | -- | 0.00% |
| Baystate Wealth Management LLC | -- | Dec 31, 23 | -42 | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 24.26K | Sep 30, 23 | -125 | 0.33% |
| Milestone Advisory Partners | 3.35K | Sep 30, 23 | +138 | 0.05% |
| BerganKDV Wealth Management, LLC | 48 | Jun 30, 23 | -- | 0.00% |
| YorkBridge Wealth Partners, LLC | 16.20K | Dec 31, 22 | +1.17K | 0.22% |
| American Portfolios Advisors | 7.55K | Sep 30, 22 | -392 | 0.10% |
| NTB Financial Corp | -- | Jun 30, 22 | -961 | -- |
| Freedman Financial Associates, Inc. | 650 | Mar 31, 22 | -- | 0.01% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 5.59K | Dec 31, 21 | +25 | 0.08% |
| Biltmore Capital Advisors LLC | 2.05K | Dec 31, 21 | -45 | 0.03% |
| NEXT Financial Group, Inc | 69 | Dec 31, 21 | -6 | 0.00% |
| Granite Investment Advisors, LLC | 1.00K | Sep 30, 21 | -- | 0.01% |
| Pinnacle Wealth Advisors | 1.89K | Jun 30, 21 | +1.89K | 0.03% |
| Winslow, Evans & Crocker, Inc. | 430 | Dec 31, 20 | +190 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.68K | Dec 31, 19 | +73 | 0.05% |
| Advisor Group, Inc. | 3.59K | Dec 31, 19 | -926 | 0.05% |
| Guidant Wealth Advisors | 5.09K | Sep 30, 19 | -- | 0.07% |
| HUTCHENS INVESTMENT MANAGEMENT INC | -- | Dec 31, 17 | -- | -- |
| Commonwealth Equity Services, Inc | 5.52K | Jun 30, 17 | +770 | 0.08% |
| WFG Advisors, LP | 1.10K | Jun 30, 17 | +618 | 0.02% |
| MSI Financial Services Inc | 1.91K | Dec 31, 16 | +1.04K | 0.03% |
| MANAGED ACCOUNT ADVISORS LLC | 94 | Jun 30, 15 | -14 | 0.00% |
| UBS AG | 28.17K | Sep 30, 14 | -6.53K | 0.39% |
