← All institutions
Institutional Holdings
TMOwnership Summary
Institutions Holding
608
Total Shares Held
25,927,048
Total Value Held
$4,236,859,774
Quarter
2026-06-30
Active Positions
Increased Positions
160
18,520,746 shares
Decreased Positions
193
6,678,915 shares
Held Positions
82
304,360 shares
New Positions
65
423,027 shares
Sold Out Positions
108
342,561 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 7,202,123 | $1,212,981,784 | ▲ +134,907 | 0.36% | 2026-06-30 |
| MORGAN STANLEY | 2,456,736 | $413,764,074 | ▲ +21,592 | 0.02% | 2026-06-30 |
| FMR LLC | 1,382,580 | $232,854,020 | ▲ +349,421 | 0.01% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 1,123,348 | $189,194,271 | ▼ -103,542 | 0.02% | 2026-06-30 |
| NORTHERN TRUST CORP | 1,021,164 | $171,984,441 | ▼ -54,415 | 0.02% | 2026-06-30 |
| BlackRock, Inc. | 800,509 | $134,821,585 | ▼ -178,614 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 682,811 | $114,999,111 | ▼ -243,771 | 0.01% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 568,712 | $95,782,475 | ▲ +89,274 | 0.04% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 494,233 | $83,244,199 | ▲ +39,054 | 0.07% | 2026-06-30 |
| Point72 Asset Management, L.P. | 414,443 | $69,800,490 | ▲ +399,267 | 0.08% | 2026-06-30 |
| Cullen Capital Management, LLC | 391,325 | $65,906,880 | ▲ +78,720 | 0.65% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 372,425 | $62,723,819 | ▲ +68,692 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 322,259 | $54,275,000 | ▲ +85,039 | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 314,847 | $53,952,585 | ▲ +33,554 | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 315,668 | $53,164,805 | ▲ +156,962 | 0.02% | 2026-06-30 |
| SRB CORP | 291,689 | $49,126,261 | ▼ -126 | 2.64% | 2026-06-30 |
| UBS Group AG | 281,420 | $47,396,756 | ▲ +100,114 | 0.01% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 255,400 | $43,014,546 | ▲ +17,093 | 0.01% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 239,884 | $40,399,066 | ▼ -14,212 | 0.01% | 2026-06-30 |
| CITADEL ADVISORS LLC | 230,221 | $38,773,821 | ▲ +24,248 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 219,611 | $36,986,654 | ▲ +28,746 | 0.01% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 196,276 | $33,656,479 | ▼ -148,749 | 0.01% | 2026-06-30 |
| Clark Capital Management Group, Inc. | 197,742 | $33,303,653 | ▼ -200,609 | 0.18% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 197,237 | $33,218,558 | ▲ +19,628 | 0.02% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 174,848 | $29,448,002 | ▲ +12,731 | 0.01% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 161,463 | $27,193,598 | ▲ +8,051 | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 161,438 | $27,189,463 | ▲ +4,324 | 0.03% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 145,165 | $24,448,689 | ▲ +69,628 | 0.01% | 2026-06-30 |
| Qube Research & Technologies Ltd | 137,826 | $23,212,655 | ▲ +114,455 | 0.02% | 2026-06-30 |
| IMC-Chicago, LLC | 132,351 | $22,290,555 | ▲ +26,951 | 0.01% | 2026-06-30 |
| Squarepoint Ops LLC | 131,856 | $22,207,188 | ▲ +102,556 | 0.02% | 2026-06-30 |
| LPL Financial LLC | 127,799 | $21,523,973 | ▲ +13,467 | 0.00% | 2026-06-30 |
| Twin Tree Management, LP | 125,379 | $21,116,331 | ▲ +57,940 | 0.40% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 118,683 | $19,988,631 | ▼ -25,043 | 0.01% | 2026-06-30 |
| Creative Planning | 113,469 | $19,110,388 | ▼ -14,409 | 0.01% | 2026-06-30 |
| JANE STREET GROUP, LLC | 113,000 | $19,031,460 | ▲ +25,097 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 107,841 | $18,162,605 | ▲ +614 | 0.01% | 2026-06-30 |
| Martin Investment Management, LLC | 98,860 | $16,650,001 | ▼ -3,065 | 5.56% | 2026-06-30 |
| Invesco Ltd. | 94,304 | $15,882,703 | New position | 0.00% | 2026-06-30 |
| Stamos Capital Partners, L.P. | 93,585 | $15,761,586 | ▲ +40,985 | 2.42% | 2026-06-30 |
| Cetera Investment Advisers | 78,748 | $13,262,782 | ▲ +7,120 | 0.01% | 2026-06-30 |
| QRG CAPITAL MANAGEMENT, INC. | 77,642 | $13,076,533 | ▲ +798 | 0.11% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 73,084 | $12,308,957 | ▼ -2,513 | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 72,227 | $12,164,472 | ▲ +31,309 | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 61,258 | $10,317,072 | Unchanged | 0.00% | 2026-06-30 |
| Altrius Capital Management Inc | 57,767 | $9,729,124 | ▲ +11,269 | 1.85% | 2026-06-30 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 56,741 | $9,556,319 | ▲ +16,501 | 0.10% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 55,284 | $9,310,931 | ▼ -19,904 | 0.04% | 2026-06-30 |
| STATE STREET CORP | 50,525 | $8,513,115 | ▲ +14,859 | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 47,981 | $8,081,100 | ▼ -14 | 0.01% | 2026-06-30 |
| TriCert Investment Counsel Inc. | 47,622 | $8,020,497 | New position | 0.75% | 2026-06-30 |
| GROUP ONE TRADING LLC | 46,552 | $7,840,288 | ▼ -1,748 | 0.01% | 2026-06-30 |
| Mariner, LLC | 41,973 | $7,071,304 | ▼ -9,075 | 0.01% | 2026-06-30 |
| Y-Intercept (Hong Kong) Ltd | 41,172 | $6,934,188 | ▼ -5,398 | 0.14% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 38,952 | $6,560,296 | Unchanged | 0.01% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 38,736 | $6,523,918 | ▼ -3,031 | 0.01% | 2026-06-30 |
| Crossmark Global Holdings, Inc. | 37,369 | $6,293,616 | ▼ -4,058 | 0.08% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 37,177 | $6,261,350 | ▼ -8,396 | 0.05% | 2026-06-30 |
| Amanah Holdings Trust | 37,000 | $6,231,540 | Unchanged | 0.37% | 2026-06-30 |
| Live Oak Private Wealth LLC | 36,105 | $6,080,804 | New position | 0.76% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 35,504 | $5,979,533 | ▼ -13,410 | 0.01% | 2026-06-30 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 34,443 | $5,800,890 | ▲ +18,933 | 0.01% | 2026-06-30 |
| Cerity Partners LLC | 32,865 | $5,535,077 | ▼ -3,333 | 0.01% | 2026-06-30 |
| Entropy Technologies, LP | 31,469 | $5,300,009 | New position | 0.21% | 2026-06-30 |
| American Assets Investment Management, LLC | 30,000 | $5,052,600 | Unchanged | 0.31% | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | 29,168 | $4,912,474 | ▼ -3,361 | 0.09% | 2026-06-30 |
| Vident Advisory, LLC | 29,112 | $4,903,091 | ▼ -5,031 | 0.04% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 28,084 | $4,729,949 | ▼ -1,251 | 0.00% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 27,566 | $4,642,740 | ▲ +462 | 0.01% | 2026-06-30 |
| Balyasny Asset Management L.P. | 26,853 | $4,522,582 | ▼ -146,043 | 0.01% | 2026-06-30 |
| FACTORY MUTUAL INSURANCE CO | 26,698 | $4,496,477 | Unchanged | 0.04% | 2026-06-30 |
| IFG Advisory, LLC | 25,024 | $4,214,617 | New position | 0.15% | 2026-06-30 |
| Cardinal Capital Management | 24,586 | $4,140,775 | ▲ +231 | 0.50% | 2026-06-30 |
| Naviter Wealth, LLC | 24,320 | $4,096,042 | ▲ +427 | 0.37% | 2026-06-30 |
| Pathstone Holdings, LLC | 24,186 | $4,073,416 | ▼ -3,090 | 0.01% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 23,940 | $4,032,191 | ▲ +3,327 | 0.01% | 2026-06-30 |
| Nuveen, LLC | 23,408 | $3,942,389 | ▲ +17,881 | 0.00% | 2026-06-30 |
| Americana Partners, LLC | 23,294 | $3,923,236 | ▲ +28 | 0.09% | 2026-06-30 |
| QUADRANT CAPITAL GROUP LLC | 23,074 | $3,886,123 | ▼ -6,447 | 0.11% | 2026-06-30 |
| Generali Investments CEE, investicni spolecnost, a.s. | 22,553 | $3,798,376 | ▼ -2,901 | 0.18% | 2026-06-30 |
| &PARTNERS | 21,822 | $3,659,525 | ▲ +638 | 0.02% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,050 | $3,537,893 | ▲ +13,269 | 0.01% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,572 | $3,464,765 | ▼ -10,840 | 0.00% | 2026-06-30 |
| Corient Private Wealth LP | 20,435 | $3,442,155 | ▼ -2,920 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 20,195 | $3,401,220 | ▲ +2,769 | 0.00% | 2026-06-30 |
| Sanctuary Advisors, LLC | 19,970 | $3,363,425 | ▼ -2,081 | 0.02% | 2026-06-30 |
| Vise Technologies, Inc. | 19,877 | $3,347,674 | ▼ -2,708 | 0.04% | 2026-06-30 |
| SIGNATUREFD, LLC | 19,581 | $3,297,849 | ▼ -1,300 | 0.04% | 2026-06-30 |
| Callan Family Office, LLC | 19,030 | $3,205,053 | ▼ -1,745 | 0.06% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 18,800 | $3,166,296 | ▼ -10,631 | 0.00% | 2026-06-30 |
| apricus wealth, LLC | 18,424 | $3,102,970 | ▲ +1,085 | 1.48% | 2026-06-30 |
| Gold Investment Management Ltd. | 18,093 | $3,047,223 | ▲ +96 | 0.83% | 2026-06-30 |
| ASSETMARK, INC | 17,847 | $3,005,845 | ▼ -2,533 | 0.01% | 2026-06-30 |
| HOHIMER WEALTH MANAGEMENT, LLC | 16,924 | $2,850,410 | New position | 0.28% | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | 16,899 | $2,846,128 | ▲ +11,635 | 0.01% | 2026-06-30 |
| DV EQUITIES, LLC | 16,704 | $2,813,288 | New position | 0.40% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 16,664 | $2,806,551 | New position | 0.15% | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | 16,039 | $2,748,444 | ▲ +624 | 0.01% | 2026-06-30 |
| XTX Topco Ltd | 16,263 | $2,739,014 | New position | 0.04% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 16,212 | $2,732,268 | ▲ +1,381 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 16,138 | $2,717,962 | ▲ +12,205 | 0.00% | 2026-06-30 |
| CIBC WORLD MARKET INC. | 15,972 | $2,690,004 | ▲ +3,893 | 0.00% | 2026-06-30 |
| Walleye Trading LLC | 15,896 | $2,677,204 | ▼ -3,404 | 0.00% | 2026-06-30 |
| NOMURA HOLDINGS INC | 15,400 | $2,593,668 | New position | 0.00% | 2026-06-30 |
| PITTENGER & ANDERSON INC | 15,325 | $2,581,037 | ▼ -45 | 0.09% | 2026-06-30 |
| HITE Hedge Asset Management LLC | 15,172 | $2,555,268 | ▼ -10,143 | 0.14% | 2026-06-30 |
| M&T Bank Corp | 14,632 | $2,464,038 | ▲ +1,217 | 0.01% | 2026-06-30 |
| Savant Capital, LLC | 12,563 | $2,373,798 | ▲ +8,989 | 0.01% | 2026-06-30 |
| FEDERATED HERMES, INC. | 13,837 | $2,330,427 | ▲ +2,028 | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 12,601 | $2,122,348 | ▼ -7,585 | 0.01% | 2026-06-30 |
| Ellsworth Advisors, LLC | 11,985 | $2,120,344 | ▲ +734 | 0.35% | 2026-06-30 |
| RITHOLTZ WEALTH MANAGEMENT | 12,554 | $2,114,373 | ▼ -6,479 | 0.03% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 12,536 | $2,111,212 | ▲ +321 | 0.01% | 2026-06-30 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 12,480 | $2,101,882 | Unchanged | 0.08% | 2026-06-30 |
| PRINCIPAL SECURITIES, INC. | 12,128 | $2,042,614 | ▼ -3,559 | 0.02% | 2026-06-30 |
| Orion Porfolio Solutions, LLC | 12,063 | $2,031,566 | ▼ -4,465 | 0.02% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 11,887 | $2,016,788 | ▼ -559 | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 11,931 | $2,009,419 | ▲ +10,581 | 0.00% | 2026-06-30 |
| TRUIST FINANCIAL CORP | 11,921 | $2,007,793 | ▲ +721 | 0.00% | 2026-06-30 |
| Alliance Private Wealth, LLC | 11,905 | $2,005,040 | ▲ +1,940 | 0.70% | 2026-06-30 |
| Aaron Wealth Advisors LLC | 11,231 | $1,891,525 | ▼ -376 | 0.10% | 2026-06-30 |
| EAGLE GLOBAL ADVISORS LLC | 11,199 | $1,886,136 | ▲ +10 | 0.06% | 2026-06-30 |
| ANDERSON HOAGLAND & CO | 10,895 | $1,834,936 | ▼ -3,720 | 0.14% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 10,871 | $1,830,692 | ▲ +4,858 | 0.01% | 2026-06-30 |
| Focus Partners Wealth | 10,856 | $1,828,576 | ▼ -3,370 | 0.00% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 10,666 | $1,796,347 | ▼ -4,000 | 0.01% | 2026-06-30 |
| Emerald Investment Advisers, LLC | 10,660 | $1,795,376 | ▲ +6,903 | 0.12% | 2026-06-30 |
| Robinson Value Management, Ltd. | 10,228 | $1,722,600 | ▼ -204 | 0.92% | 2026-06-30 |
| Greenfield Seitz Capital Management, LLC | 10,012 | $1,686,221 | ▼ -1,817 | 0.50% | 2026-06-30 |
| CREDIT INDUSTRIEL ET COMMERCIAL | 9,955 | $1,676,621 | ▲ +1,786 | 0.11% | 2026-06-30 |
| Integrated Quantitative Investments LLC | 9,682 | $1,630,642 | ▼ -9,682 | 0.27% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,614 | $1,619,257 | ▼ -1,432 | 0.01% | 2026-06-30 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 9,590 | $1,615,148 | ▲ +1,628 | 0.00% | 2026-06-30 |
| SCOTIA CAPITAL INC. | 9,530 | $1,605,061 | ▲ +77 | 0.01% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 9,446 | $1,590,895 | New position | 0.00% | 2026-06-30 |
| Checchi Capital Advisers, LLC | 8,951 | $1,507,527 | ▼ -370 | 0.07% | 2026-06-30 |
| Caprock Group, LLC | 8,942 | $1,506,014 | ▼ -902 | 0.03% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 8,891 | $1,497,424 | ▼ -10,709 | 0.03% | 2026-06-30 |
| BARCLAYS PLC | 8,874 | $1,494,559 | ▼ -32,741 | 0.00% | 2026-06-30 |
| Northwest Bancshares, Inc. | 8,647 | $1,456,328 | ▼ -9,100 | 0.26% | 2026-06-30 |
| Compound Planning, Inc. | 8,406 | $1,415,747 | ▼ -4,164 | 0.04% | 2026-06-30 |
| REGIONS FINANCIAL CORP | 8,360 | $1,407,991 | ▲ +1,824 | 0.01% | 2026-06-30 |
| BAILARD, INC. | 8,287 | $1,395,612 | ▲ +3,686 | 0.03% | 2026-06-30 |
| KEYBANK NATIONAL ASSOCIATION/OH | 8,235 | $1,386,943 | ▼ -3,092 | 0.00% | 2026-06-30 |
| GFS Advisors, LLC | 8,185 | $1,378,518 | Unchanged | 0.15% | 2026-06-30 |
| Ballentine Partners, LLC | 7,981 | $1,344,160 | ▼ -1,379 | 0.02% | 2026-06-30 |
| Kestra Advisory Services, LLC | 7,970 | $1,342,274 | ▼ -1,074 | 0.00% | 2026-06-30 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7,952 | $1,339,288 | ▼ -387 | 0.04% | 2026-06-30 |
| HSBC HOLDINGS PLC | 7,895 | $1,328,799 | ▲ +5,994 | 0.00% | 2026-06-30 |
| DRW Securities, LLC | 7,566 | $1,274,265 | New position | 0.03% | 2026-06-30 |
| CHOREO, LLC | 7,553 | $1,272,060 | ▼ -1,546 | 0.01% | 2026-06-30 |
| Dorsey & Whitney Trust CO LLC | 7,496 | $1,262,441 | ▼ -89 | 0.06% | 2026-06-30 |
| Cascade Financial Partners, LLC | 7,430 | $1,251,361 | Unchanged | 0.11% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,413 | $1,248,392 | ▼ -494 | 0.00% | 2026-06-30 |
| HHM Wealth Advisors, LLC | 7,379 | $1,242,772 | ▲ +1,150 | 0.12% | 2026-06-30 |
| TD Waterhouse Canada Inc. | 7,134 | $1,216,218 | ▲ +1,019 | 0.00% | 2026-06-30 |
| Legacy Wealth Asset Management, LLC | 7,150 | $1,204,203 | ▲ +100 | 0.26% | 2026-06-30 |
| Summit Trail Advisors, LLC | 7,029 | $1,183,906 | ▼ -1,105 | 0.01% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 6,976 | $1,174,963 | ▲ +4,496 | 0.01% | 2026-06-30 |
| XPONANCE LLC | 6,761 | $1,138,688 | ▲ +1,837 | 0.01% | 2026-06-30 |
| Henry James International Management Inc. | 6,738 | $1,134,814 | ▼ -47 | 0.34% | 2026-06-30 |
| GREENLEAF TRUST | 6,698 | $1,128,077 | ▼ -402 | 0.01% | 2026-06-30 |
| Smartleaf Asset Management LLC | 6,515 | $1,116,444 | Unchanged | 0.04% | 2026-06-30 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 6,500 | $1,094,730 | ▲ +500 | 0.01% | 2026-06-30 |
| F/m Investments LLC | 6,351 | $1,069,635 | ▲ +2,095 | 0.05% | 2026-06-30 |
| BANK OF STOCKTON | 6,315 | $1,063,572 | ▼ -211 | 0.30% | 2026-06-30 |
| Baird Financial Group, Inc. | 6,088 | $1,025,341 | ▲ +2,704 | 0.00% | 2026-06-30 |
| Collaborative Fund Advisors, LLC | 6,068 | $1,021,973 | ▼ -3,432 | 0.60% | 2026-06-30 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 6,062 | $1,020,997 | ▲ +247 | 0.38% | 2026-06-30 |
| Axxion S.A. | 6,000 | $1,010,520 | New position | 0.07% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 5,944 | $1,004,150 | ▼ -7,851 | 0.00% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 5,919 | $996,877 | New position | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 5,850 | $985,295 | ▲ +62 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 5,822 | $980,604 | ▲ +5,112 | 0.01% | 2026-06-30 |
| MERIDIAN INVESTMENT COUNSEL INC. | 5,533 | $931,868 | ▼ -155 | 0.20% | 2026-06-30 |
| Hudson Portfolio Management LLC | 5,388 | $907,447 | ▼ -17 | 0.69% | 2026-06-30 |
| Frank, Rimerman Advisors LLC | 5,093 | $857,763 | ▼ -2,725 | 0.05% | 2026-06-30 |
| SPIREPOINT PRIVATE CLIENT, LLC | 5,000 | $842,100 | Unchanged | 0.07% | 2026-06-30 |
| Investment Research Partners LLC | 4,795 | $807,574 | ▲ +919 | 0.27% | 2026-06-30 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 4,724 | $795,616 | ▲ +1,337 | 0.27% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 4,684 | $788,879 | ▲ +20 | 0.00% | 2026-06-30 |
| True North Advisors, LLC | 4,591 | $773,216 | ▲ +1,161 | 0.07% | 2026-06-30 |
| SALEM INVESTMENT COUNSELORS INC | 4,562 | $768,333 | Unchanged | 0.02% | 2026-06-30 |
| BigSur Wealth Management LLC | 4,470 | $752,837 | Unchanged | 0.18% | 2026-06-30 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 4,426 | $745,390 | ▲ +311 | 0.01% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 4,425 | $745,305 | ▼ -2,133 | 0.00% | 2026-06-30 |
| Harbour Capital Advisors, LLC | 4,220 | $744,619 | ▲ +705 | 0.14% | 2026-06-30 |
| Global Retirement Partners, LLC | 4,416 | $743,750 | ▼ -1,092 | 0.01% | 2026-06-30 |
| Independent Advisor Alliance | 4,369 | $735,745 | ▼ -313 | 0.02% | 2026-06-30 |
| INTRUST BANK NA | 4,352 | $732,963 | ▼ -727 | 0.05% | 2026-06-30 |
| Fiera Capital Corp | 4,301 | $724,374 | ▲ +629 | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 4,296 | $723,532 | ▲ +2,184 | 0.00% | 2026-06-30 |
| Lido Advisors, LLC | 4,253 | $716,330 | ▼ -667 | 0.00% | 2026-06-30 |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,205 | $708,214 | New position | 0.01% | 2026-06-30 |
| CIBC Asset Management Inc | 4,186 | $705,006 | ▼ -162 | 0.00% | 2026-06-30 |
| Advisory Services Network, LLC | 4,184 | $704,625 | New position | 0.01% | 2026-06-30 |
| PDS Planning, Inc | 4,175 | $703,154 | ▼ -411 | 0.04% | 2026-06-30 |
| Henshaw Capital LLC | 4,151 | $699,111 | Unchanged | 0.02% | 2026-06-30 |
| Apollon Wealth Management, LLC | 4,109 | $692,018 | ▼ -467 | 0.01% | 2026-06-30 |
| MAI Capital Management | 4,066 | $684,988 | ▲ +1,265 | 0.00% | 2026-06-30 |
| Abundance Wealth Counselors | 4,042 | $680,754 | ▲ +1,400 | 0.04% | 2026-06-30 |
| HB Wealth Management, LLC | 4,030 | $678,899 | ▲ +330 | 0.00% | 2026-06-30 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 3,966 | $667,954 | Unchanged | 0.42% | 2026-06-30 |
| Linden Thomas Advisory Services, LLC | 3,952 | $665,596 | ▲ +153 | 0.05% | 2026-06-30 |
| CAMBIAR INVESTORS LLC | 3,950 | $665,259 | New position | 0.03% | 2026-06-30 |
| COMMERCE BANK | 3,878 | $653,132 | ▼ -316 | 0.00% | 2026-06-30 |
| Aigen Investment Management, LP | 3,867 | $651,280 | New position | 0.18% | 2026-06-30 |
| Weaver Capital Management LLC | 3,146 | $648,360 | Unchanged | 0.14% | 2026-06-30 |
| Allworth Financial LP | 3,822 | $643,747 | ▼ -76 | 0.00% | 2026-06-30 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3,811 | $641,918 | ▲ +364 | 0.16% | 2026-06-30 |
| PEAK6 LLC | 3,729 | $628,038 | ▼ -5,236 | 0.00% | 2026-06-30 |
| Merit Financial Group, LLC | 3,699 | $623,063 | ▲ +184 | 0.00% | 2026-06-30 |
| SAGE RHINO CAPITAL LLC | 3,686 | $620,796 | ▼ -76 | 0.10% | 2026-06-30 |
| GTS SECURITIES LLC | 3,673 | $618,607 | New position | 0.01% | 2026-06-30 |
| Grandview Asset Management LLC | 3,663 | $616,922 | Unchanged | 0.15% | 2026-06-30 |
| Bridgewater Advisors Inc. | 3,288 | $612,034 | ▲ +24 | 0.03% | 2026-06-30 |
| Optas, LLC | 3,603 | $606,817 | ▲ +268 | 0.09% | 2026-06-30 |
| Frec Markets, Inc. | 3,576 | $602,270 | ▼ -210 | 0.05% | 2026-06-30 |
| American Trust Investment Advisors, LLC | 3,540 | $596,207 | Unchanged | 0.29% | 2026-06-30 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 3,523 | $593,354 | ▼ -912 | 0.01% | 2026-06-30 |
| Plan A Wealth LLC | 3,510 | $591,154 | ▲ +351 | 0.25% | 2026-06-30 |
| Diligent Investors, LLC | 3,449 | $580,881 | ▼ -75 | 0.13% | 2026-06-30 |
| Leonteq Securities AG | 3,358 | $565,554 | ▲ +2,307 | 0.02% | 2026-06-30 |
| Five Oceans Advisors | 3,316 | $558,481 | ▼ -354 | 0.18% | 2026-06-30 |
| EP Wealth Advisors, LLC | 3,250 | $547,282 | ▼ -394 | 0.00% | 2026-06-30 |
| Ellevest, Inc. | 3,217 | $541,513 | New position | 0.06% | 2026-06-30 |
| CHIRON CAPITAL MANAGEMENT, LLC | 3,210 | $540,628 | New position | 0.48% | 2026-06-30 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3,130 | $527,155 | ▼ -15,668 | 0.03% | 2026-06-30 |
| Invst, LLC | 3,088 | $520,081 | ▼ -1,564 | 0.05% | 2026-06-30 |
| Manske Wealth Management | 2,959 | $498,355 | ▲ +1,048 | 0.12% | 2026-06-30 |
| HBW ADVISORY SERVICES LLC | 2,905 | $489,260 | ▼ -176 | 0.04% | 2026-06-30 |
| MISSION WEALTH MANAGEMENT, LP | 2,878 | $484,681 | ▲ +450 | 0.01% | 2026-06-30 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,867 | $482,861 | ▼ -525 | 0.01% | 2026-06-30 |
| IPG Investment Advisors LLC | 2,860 | $481,681 | ▲ +515 | 0.07% | 2026-06-30 |
| Clear Harbor Asset Management, LLC | 2,755 | $463,997 | ▼ -480 | 0.03% | 2026-06-30 |
| ALEXANDER LABRUNERIE & CO., INC. | 2,748 | $462,818 | ▼ -264 | 0.16% | 2026-06-30 |
| IAMS WEALTH MANAGEMENT, LLC | 2,743 | $461,977 | ▲ +972 | 0.14% | 2026-06-30 |
| Pure Financial Advisors, LLC | 2,733 | $460,246 | ▼ -238 | 0.01% | 2026-06-30 |
| Legacy Bridge, LLC | 2,702 | $455,071 | ▼ -976 | 0.14% | 2026-06-30 |
| Concurrent Investment Advisors, LLC | 2,695 | $453,948 | ▼ -213 | 0.00% | 2026-06-30 |
| BRIGHTON JONES LLC | 2,686 | $452,375 | ▼ -204 | 0.01% | 2026-06-30 |
| Dakota Wealth Management | 2,674 | $450,348 | ▼ -3,111 | 0.01% | 2026-06-30 |
| LEE DANNER & BASS INC | 2,517 | $423,913 | Unchanged | 0.02% | 2026-06-30 |
| Foster Victor Wealth Advisors, LLC | 2,390 | $421,192 | ▲ +518 | 0.02% | 2026-06-30 |
| PING CAPITAL MANAGEMENT, INC. | 2,500 | $421,050 | New position | 0.11% | 2026-06-30 |
| Kathmere Capital Management, LLC | 2,453 | $413,134 | ▼ -405 | 0.02% | 2026-06-30 |
| HUB Investment Partners, LLC | 2,443 | $411,450 | ▲ +144 | 0.01% | 2026-06-30 |
| May Hill Capital, LLC | 2,441 | $411,113 | ▼ -58 | 0.09% | 2026-06-30 |
| World Investment Advisors | 1,980 | $398,658 | ▼ -42 | 0.01% | 2026-06-30 |
| Private Advisor Group, LLC | 2,358 | $397,111 | ▼ -2,284 | 0.00% | 2026-06-30 |
| J. Team Financial, Inc. | 2,319 | $390,603 | New position | 0.38% | 2026-06-30 |
| D.A. DAVIDSON & CO. | 2,303 | $387,901 | ▲ +87 | 0.00% | 2026-06-30 |
| DeDora Capital, Inc. | 2,292 | $386,019 | ▲ +12 | 0.08% | 2026-06-30 |
| Total Clarity Wealth Management, Inc. | 2,290 | $385,682 | ▼ -256 | 0.07% | 2026-06-30 |
| Ridge Creek Global, Inc | 2,278 | $383,661 | ▼ -30 | 0.30% | 2026-06-30 |
| TRUST POINT INC. | 2,251 | $379,114 | ▲ +71 | 0.03% | 2026-06-30 |
| Westover Capital Advisors, LLC | 2,245 | $378,103 | Unchanged | 0.06% | 2026-06-30 |
| Sowell Financial Services LLC | 2,243 | $377,726 | ▼ -542 | 0.01% | 2026-06-30 |
| Campion Asset Management | 2,242 | $377,598 | ▲ +18 | 0.23% | 2026-06-30 |
| Cetera Trust Company, N.A | 2,240 | $377,261 | Unchanged | 0.19% | 2026-06-30 |
| Ascent Group, LLC | 2,221 | $373,994 | ▼ -296 | 0.01% | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | 2,215 | $373,070 | ▼ -60 | 0.00% | 2026-06-30 |
| River Wealth Advisors LLC | 2,213 | $372,714 | ▼ -104 | 0.04% | 2026-06-30 |
| SAGESPRING WEALTH PARTNERS, LLC | 2,210 | $372,202 | ▼ -1,425 | 0.01% | 2026-06-30 |
| Clearstead Advisors, LLC | 2,155 | $362,946 | ▲ +1,925 | 0.00% | 2026-06-30 |
| Fort Sheridan Advisors LLC | 2,133 | $359,240 | ▼ -53 | 0.04% | 2026-06-30 |
| Atria Investments, Inc | 2,096 | $353,050 | ▼ -2,387 | 0.00% | 2026-06-30 |
| Sivia Capital Partners, LLC | 2,006 | $337,851 | ▼ -3,724 | 0.04% | 2026-06-30 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1,994 | $335,909 | ▼ -219 | 0.01% | 2026-06-30 |
| Cromwell Holdings LLC | 1,983 | $333,977 | Unchanged | 0.15% | 2026-06-30 |
| Dorato Capital Management | 1,884 | $332,432 | Unchanged | 0.23% | 2026-06-30 |
| Cresset Asset Management, LLC | 1,952 | $328,834 | ▼ -1,098 | 0.00% | 2026-06-30 |
| STEPHENS INC /AR/ | 1,935 | $325,893 | ▲ +208 | 0.00% | 2026-06-30 |
| DLD Asset Management, LP | 1,934 | $325,724 | New position | 0.02% | 2026-06-30 |
| BENJAMIN EDWARDS INC | 1,928 | $324,691 | ▲ +921 | 0.00% | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | 1,908 | $321,395 | ▼ -210 | 0.00% | 2026-06-30 |
| CREDIT AGRICOLE S A | 1,898 | $319,661 | New position | 0.00% | 2026-06-30 |
| Keeler Thomas Management LLC | 1,874 | $315,619 | Unchanged | 0.11% | 2026-06-30 |
| KINTRA WEALTH, LLC | 1,670 | $315,228 | New position | 0.02% | 2026-06-30 |
| PFG Investments, LLC | 1,863 | $313,708 | ▲ +248 | 0.01% | 2026-06-30 |
| VISTA INVESTMENT MANAGEMENT | 1,848 | $311,240 | ▼ -62 | 0.09% | 2026-06-30 |
| MGO ONE SEVEN LLC | 1,835 | $309,078 | ▲ +318 | 0.01% | 2026-06-30 |
| Dynasty Wealth Management, LLC | 1,812 | $305,224 | ▼ -491 | 0.00% | 2026-06-30 |
| Kingsview Wealth Management, LLC | 1,790 | $301,549 | ▼ -67 | 0.00% | 2026-06-30 |
| BLAIR WILLIAM & CO/IL | 1,788 | $301,107 | ▲ +336 | 0.00% | 2026-06-30 |
| PCM Encore, LLC | 1,783 | $300,293 | ▼ -211 | 0.05% | 2026-06-30 |
| 71 West Capital Partners | 1,775 | $298,946 | ▲ +430 | 0.01% | 2026-06-30 |
| ANCHYRA PARTNERS LLC | 1,772 | $298,440 | ▲ +12 | 0.07% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 1,769 | $297,851 | ▼ -175 | 0.03% | 2026-06-30 |
| Choate Investment Advisors | 1,745 | $293,893 | ▼ -4 | 0.01% | 2026-06-30 |
| Legacy Advisors, LLC | 1,740 | $293,051 | ▲ +210 | 0.03% | 2026-06-30 |
| PKS Advisory Services, LLC | 1,736 | $292,459 | ▼ -699 | 0.05% | 2026-06-30 |
| EVOLVE PRIVATE WEALTH, LLC | 1,732 | $291,741 | ▼ -116 | 0.02% | 2026-06-30 |
| Traveka Wealth, LLC | 1,720 | $289,682 | ▼ -36 | 0.10% | 2026-06-30 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 1,717 | $289,177 | ▲ +34 | 0.03% | 2026-06-30 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,710 | $288,000 | New position | 0.00% | 2026-06-30 |
| Transamerica Financial Advisors, LLC | 1,707 | $287,515 | ▼ -434 | 0.02% | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | 1,704 | $287,142 | ▲ +232 | 0.00% | 2026-06-30 |
| Avior Wealth Management, LLC | 1,700 | $286,314 | ▼ -226 | 0.01% | 2026-06-30 |
| Wedmont Private Capital | 1,618 | $285,496 | ▼ -650 | 0.01% | 2026-06-30 |
| RIVERSEDGE ADVISORS, LLC | 1,683 | $283,451 | ▲ +139 | 0.04% | 2026-06-30 |
| West Family Investments, Inc. | 1,670 | $281,261 | ▼ -853 | 0.08% | 2026-06-30 |
| Snowden Capital Advisors LLC | 1,634 | $275,234 | ▼ -37 | 0.01% | 2026-06-30 |
| Aptus Capital Advisors, LLC | 1,602 | $269,809 | ▼ -74 | 0.00% | 2026-06-30 |
| Gateway Wealth Partners, LLC | 1,602 | $269,742 | ▼ -1,928 | 0.02% | 2026-06-30 |
| SUMMIT SECURITIES GROUP LLC | 1,600 | $269,472 | ▼ -1,000 | 0.03% | 2026-06-30 |
| AE Wealth Management LLC | 1,583 | $266,551 | ▲ +526 | 0.00% | 2026-06-30 |
| Arta Finance Wealth Management LLC | 1,575 | $265,262 | ▲ +290 | 0.11% | 2026-06-30 |
| Successful Portfolios LLC | 1,520 | $265,009 | Unchanged | 0.12% | 2026-06-30 |
| MQS Management LLC | 1,563 | $263,240 | ▼ -328 | 0.32% | 2026-06-30 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1,553 | $261,564 | ▼ -330 | 0.00% | 2026-06-30 |
| Dynamic Advisor Solutions LLC | 1,543 | $259,915 | ▼ -1,350 | 0.01% | 2026-06-30 |
| Gallacher Capital Management LLC | 1,531 | $257,787 | ▼ -710 | 0.14% | 2026-06-30 |
| Soltis Investment Advisors LLC | 1,507 | $253,776 | New position | 0.01% | 2026-06-30 |
| Trek Financial, LLC | 1,503 | $253,135 | ▲ +474 | 0.01% | 2026-06-30 |
| New Republic Capital, LLC | 1,503 | $253,125 | ▼ -144 | 0.06% | 2026-06-30 |
| Composition Wealth, LLC | 1,496 | $251,980 | ▼ -78 | 0.00% | 2026-06-30 |
| Williams Jones Wealth Management, LLC. | 15,000 | $251,500 | Unchanged | 0.00% | 2026-06-30 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,493 | $251,451 | ▼ -315 | 0.00% | 2026-06-30 |
| Savvy Advisors, Inc. | 1,488 | $250,609 | ▲ +441 | 0.01% | 2026-06-30 |
| Prosperity Consulting Group, LLC | 1,451 | $244,377 | ▲ +232 | 0.01% | 2026-06-30 |
| WEALTH ALLIANCE, LLC | 1,450 | $244,209 | ▼ -5 | 0.02% | 2026-06-30 |
| J.W. COLE ADVISORS, INC. | 1,428 | $240,532 | New position | 0.00% | 2026-06-30 |
| DRIVE WEALTH MANAGEMENT, LLC | 1,409 | $237,364 | ▼ -302 | 0.04% | 2026-06-30 |
| Stratos Wealth Advisors, LLC | 1,392 | $234,515 | ▲ +53 | 0.01% | 2026-06-30 |
| Cambria Investment Management, L.P. | 1,390 | $234,104 | New position | 0.01% | 2026-06-30 |
| BROWN ADVISORY INC | 1,372 | $231,072 | ▼ -710 | 0.00% | 2026-06-30 |
| KOM Wealth Management Group, LLC | 1,366 | $230,059 | ▲ +1 | 0.14% | 2026-06-30 |
| 55 North Private Wealth, LLC | 1,356 | $228,384 | ▲ +58 | 0.04% | 2026-06-30 |
| Sovran Advisors, LLC | 1,212 | $225,721 | New position | 0.02% | 2026-06-30 |
| Perigon Wealth Management, LLC | 1,338 | $225,363 | ▼ -149 | 0.00% | 2026-06-30 |
| CAPITAL ADVISORS INC/OK | 1,334 | $224,672 | ▲ +17 | 0.00% | 2026-06-30 |
| CIBC Bancorp USA Inc. | 1,331 | $224,154 | ▼ -293 | 0.00% | 2026-06-30 |
| HBK Sorce Advisory LLC | 1,206 | $224,136 | ▼ -128 | 0.00% | 2026-06-30 |
| Meridian Wealth Management, LLC | 1,311 | $220,799 | ▲ +148 | 0.01% | 2026-06-30 |
| SteelPeak Wealth, LLC | 1,303 | $219,452 | New position | 0.01% | 2026-06-30 |
| VestGen Advisors, LLC | 1,292 | $217,653 | ▲ +65 | 0.01% | 2026-06-30 |
| DAVENPORT & Co LLC | 1,292 | $217,599 | ▼ -49 | 0.00% | 2026-06-30 |
| American Money Management, LLC | 1,290 | $217,253 | Unchanged | 0.03% | 2026-06-30 |
| 180 WEALTH ADVISORS, LLC | 1,288 | $216,911 | ▲ +25 | 0.02% | 2026-06-30 |
| Heritage Wealth Management, Inc. | 1,279 | $215,483 | New position | 0.05% | 2026-06-30 |
| Klingman & Associates, LLC | 1,265 | $213,120 | ▼ -90 | 0.01% | 2026-06-30 |
| Modern Wealth Management, LLC | 1,250 | $210,536 | ▲ +268 | 0.00% | 2026-06-30 |
| AUXIER ASSET MANAGEMENT LLC | 1,249 | $210,357 | Unchanged | 0.03% | 2026-06-30 |
| Aprio Wealth Management, LLC | 1,248 | $210,139 | ▼ -647 | 0.01% | 2026-06-30 |
| Blue Trust, Inc. | 1,237 | $208,260 | ▼ -2,143 | 0.00% | 2026-06-30 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1,235 | $207,999 | Unchanged | 0.13% | 2026-06-30 |
| Manchester Capital Management LLC | 1,224 | $206,147 | ▼ -5 | 0.03% | 2026-06-30 |
| Stonebrook Private Inc. | 1,223 | $205,978 | New position | 0.04% | 2026-06-30 |
| Quantbot Technologies LP | 1,214 | $204,462 | New position | 0.01% | 2026-06-30 |
| Keebeck Wealth Management | 1,198 | $201,767 | ▲ +50 | 0.02% | 2026-06-30 |
| Stratos Wealth Partners, LTD. | 1,193 | $201,051 | ▲ +107 | 0.00% | 2026-06-30 |
| Laraway Financial Advisors Inc | 1,100 | $185,262 | Unchanged | 0.11% | 2026-06-30 |
| Purpose Unlimited Inc. | 1,022 | $172,101 | Unchanged | 0.01% | 2026-06-30 |
| FIFTH THIRD BANCORP | 948 | $159,662 | ▼ -172 | 0.00% | 2026-06-30 |
| First Bancorp, Inc /ME/ | 910 | $153,262 | New position | 0.06% | 2026-06-30 |
| ATLAS CAPITAL ADVISORS INC. | 854 | $143,830 | ▼ -150 | 0.02% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 712 | $119,915 | New position | 0.00% | 2026-06-30 |
| CENTRAL TRUST Co | 710 | $119,579 | ▼ -52 | 0.00% | 2026-06-30 |
| Pflug Koory, LLC | 700 | $117,894 | Unchanged | 0.05% | 2026-06-30 |
| Corient IA LP | 660 | $111,157 | New position | 0.10% | 2026-06-30 |
| Community Bank, N.A. | 600 | $101,052 | Unchanged | 0.01% | 2026-06-30 |
| McMillan Office, Inc. | 600 | $101,052 | Unchanged | 0.01% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 573 | $96,505 | New position | 0.01% | 2026-06-30 |
| UMB Bank, n.a. | 570 | $95,999 | Unchanged | 0.00% | 2026-06-30 |
| HM PAYSON & CO | 566 | $95,327 | ▲ +78 | 0.00% | 2026-06-30 |
| Aberdeen Wealth Management LLC | 547 | $92,127 | New position | 0.04% | 2026-06-30 |
| Geneos Wealth Management Inc. | 524 | $88,252 | ▲ +175 | 0.00% | 2026-06-30 |
| Spire Wealth Management | 522 | $87,915 | ▼ -380 | 0.00% | 2026-06-30 |
| Owl Creek Wealth Partners LLC | 469 | $78,989 | ▼ -196 | 0.02% | 2026-06-30 |
| LOGAN CAPITAL MANAGEMENT INC | 421 | $70,905 | New position | 0.00% | 2026-06-30 |
| Costello Asset Management, INC | 420 | $70,736 | Unchanged | 0.02% | 2026-06-30 |
| BankPlus Trust Department | 400 | $67,368 | Unchanged | 0.02% | 2026-06-30 |
| Key Financial Inc | 399 | $67,200 | ▲ +151 | 0.01% | 2026-06-30 |
| PARADIGM ASSET MANAGEMENT CO LLC | 355 | $59,789 | Unchanged | 0.01% | 2026-06-30 |
| Atlantic Union Bankshares Corp | 344 | $57,937 | Unchanged | 0.00% | 2026-06-30 |
| CoreFirst Bank & Trust | 338 | $56,926 | Unchanged | 0.03% | 2026-06-30 |
| Golden State Wealth Management, LLC | 334 | $56,388 | ▼ -15 | 0.01% | 2026-06-30 |
| First Command Advisory Services, Inc. | 319 | $53,726 | New position | 0.00% | 2026-06-30 |
| ABOUND FINANCIAL, LLC | 300 | $50,526 | Unchanged | 0.02% | 2026-06-30 |
| NATIXIS ADVISORS, LLC | 286,244 | $48,209 | ▼ -168,425 | 0.05% | 2026-06-30 |
| Longview Financial Advisors LLC | 280 | $47,158 | Unchanged | 0.02% | 2026-06-30 |
| Bangor Savings Bank | 267 | $44,968 | Unchanged | 0.00% | 2026-06-30 |
| Financial Perspectives, Inc | 267 | $44,907 | Unchanged | 0.01% | 2026-06-30 |
| IMA Advisory Services, Inc. | 249 | $41,937 | New position | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 236 | $39,748 | ▲ +126 | 0.00% | 2026-06-30 |
| SouthState Bank Corp | 224 | $37,727 | Unchanged | 0.00% | 2026-06-30 |
| CALDWELL SUTTER CAPITAL, INC. | 215 | $36,210 | ▲ +82 | 0.01% | 2026-06-30 |
| Wilmington Savings Fund Society, FSB | 210 | $35,368 | Unchanged | 0.00% | 2026-06-30 |
| Bayforest Capital Ltd | 209 | $35,200 | ▼ -430 | 0.03% | 2026-06-30 |
| Asset Dedication, LLC | 205 | $34,527 | ▲ +47 | 0.00% | 2026-06-30 |
| Concord Wealth Partners | 203 | $34,189 | New position | 0.00% | 2026-06-30 |
| MONTAG A & ASSOCIATES INC | 200 | $33,684 | Unchanged | 0.00% | 2026-06-30 |
| Signature Equity Partners, LLC | 197 | $33,225 | ▲ +8 | 0.02% | 2026-06-30 |
| JFS WEALTH ADVISORS, LLC | 196 | $33,011 | Unchanged | 0.00% | 2026-06-30 |
| TRUST CO OF VERMONT | 195 | $32,842 | ▲ +10 | 0.00% | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | 192 | $32,337 | ▼ -129 | 0.00% | 2026-06-30 |
| Hamrick Investment Counsel, llc | 190 | $32,000 | Unchanged | 0.02% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 188 | $31,662 | ▲ +60 | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 178 | $29,979 | ▼ -64 | 0.00% | 2026-06-30 |
| Kilter Group LLC | 178 | $29,979 | ▲ +90 | 0.01% | 2026-06-30 |
| OAKWORTH CAPITAL, INC. | 167 | $28,127 | Unchanged | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 161 | $27,116 | ▼ -110 | 0.00% | 2026-06-30 |
| NFSG Corp | 147 | $24,717 | ▲ +2 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 146 | $24,589 | Unchanged | 0.00% | 2026-06-30 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 141 | $23,747 | Unchanged | 0.01% | 2026-06-30 |
| EASTERN BANK | 138 | $23,242 | ▲ +36 | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 138 | $23,242 | New position | 0.01% | 2026-06-30 |
| Westside Investment Management, Inc. | 135 | $22,737 | Unchanged | 0.00% | 2026-06-30 |
| AMERIFLEX GROUP, INC. | 133 | $22,399 | ▲ +51 | 0.01% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 130 | $21,895 | New position | 0.00% | 2026-06-30 |
| Ancora Advisors LLC | 125 | $21,052 | New position | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 125 | $20,379 | New position | 0.00% | 2026-06-30 |
| BOK Financial Private Wealth, Inc. | 114 | $19,200 | New position | 0.00% | 2026-06-30 |
| Coastline Trust Co | 107 | $18,021 | Unchanged | 0.00% | 2026-06-30 |
| Bell Investment Advisors, Inc | 107 | $18,021 | ▼ -40 | 0.00% | 2026-06-30 |
| MASECO LLP | 106 | $17,846 | ▲ +25 | 0.00% | 2026-06-30 |
| Grove Bank & Trust | 105 | $17,684 | ▼ -25 | 0.00% | 2026-06-30 |
| Key Capital Management, INC | 103 | $17,347 | Unchanged | 0.01% | 2026-06-30 |
| Center for Financial Planning, Inc. | 100 | $16,842 | New position | 0.00% | 2026-06-30 |
| Tacita Capital Inc | 100 | $16,842 | Unchanged | 0.01% | 2026-06-30 |
| City State Bank | 100 | $16,842 | Unchanged | 0.00% | 2026-06-30 |
| Hilltop National Bank | 100 | $16,842 | ▼ -213 | 0.00% | 2026-06-30 |
| Caldwell Trust Co | 100 | $16,842 | ▼ -27 | 0.00% | 2026-06-30 |
| Retirement Wealth Solutions LLC | 99 | $16,674 | ▼ -17 | 0.01% | 2026-06-30 |
| Rossby Financial, LCC | 99 | $16,674 | New position | 0.00% | 2026-06-30 |
| ALBION FINANCIAL GROUP /UT | 89 | $14,990 | Unchanged | 0.00% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 88 | $14,821 | ▼ -55 | 0.00% | 2026-06-30 |
| Phillip James Consulting Co. | 83 | $13,979 | Unchanged | 0.01% | 2026-06-30 |
| SHP Wealth Management | 83 | $13,915 | ▲ +23 | 0.00% | 2026-06-30 |
| MCDONALD PARTNERS LLC | 75 | $12,632 | New position | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 73 | $12,320 | ▼ -66 | 0.00% | 2026-06-30 |
| COUNTRY TRUST BANK | 72 | $12,126 | Unchanged | 0.00% | 2026-06-30 |
| Addison Advisors LLC | 70 | $11,790 | ▼ -371 | 0.01% | 2026-06-30 |
| Redwood Park Advisors LLC | 70 | $11,790 | Unchanged | 0.01% | 2026-06-30 |
| MATHER GROUP, LLC. | 64 | $10,779 | ▼ -12 | 0.00% | 2026-06-30 |
| Whipplewood Advisors, LLC | 57 | $9,600 | ▼ -255 | 0.01% | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | 52 | $8,758 | New position | 0.00% | 2026-06-30 |
| ADIRONDACK TRUST CO | 50 | $8,421 | Unchanged | 0.00% | 2026-06-30 |
| N.E.W. Advisory Services LLC | 50 | $8,421 | Unchanged | 0.00% | 2026-06-30 |
| Westfuller Advisors, LLC | 50 | $8,359 | ▲ +1 | 0.00% | 2026-06-30 |
| American Capital Advisory, LLC | 45 | $7,579 | ▲ +30 | 0.00% | 2026-06-30 |
| Rialto Wealth Management, LLC | 45 | $7,579 | ▲ +2 | 0.00% | 2026-06-30 |
| HERITAGE INVESTORS MANAGEMENT CORP | 44,057 | $7,420 | ▼ -1,077 | 0.21% | 2026-06-30 |
| Abound Wealth Management | 44 | $7,411 | Unchanged | 0.00% | 2026-06-30 |
| Medallion Wealth Advisors, LLC | 41 | $6,905 | New position | 0.00% | 2026-06-30 |
| TOTH FINANCIAL ADVISORY CORP | 40 | $6,737 | Unchanged | 0.00% | 2026-06-30 |
| Synergy Investment Management, LLC | 37 | $6,598 | ▲ +15 | 0.00% | 2026-06-30 |
| Triumph Capital Management | 39 | $6,568 | ▼ -9 | 0.00% | 2026-06-30 |
| FOSTER & MOTLEY INC | 37,004 | $6,232 | ▼ -1,336 | 0.29% | 2026-06-30 |
| Truvestments Capital LLC | 37 | $6,232 | Unchanged | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 37 | $6,232 | ▼ -166 | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 320,431 | $5,370 | ▲ +131,709 | 0.01% | 2026-06-30 |
| WPG Advisers, LLC | 30 | $5,053 | ▲ +5 | 0.00% | 2026-06-30 |
| Vision Retirement, LLC | 28 | $4,677 | ▲ +1 | 0.00% | 2026-06-30 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 27 | $4,548 | ▲ +16 | 0.00% | 2026-06-30 |
| Orion Capital Management LLC | 26 | $4,379 | Unchanged | 0.00% | 2026-06-30 |
| JPL Wealth Management, LLC | 25 | $4,211 | ▼ -16 | 0.00% | 2026-06-30 |
| Beacon Financial Strategies CORP | 25 | $4,211 | Unchanged | 0.00% | 2026-06-30 |
| CVA Family Office, LLC | 24 | $4,042 | ▼ -58 | 0.00% | 2026-06-30 |
| Boreal Capital Management LLC | 24 | $4,042 | New position | 0.00% | 2026-06-30 |
| Glen Eagle Advisors, LLC | 21 | $3,557 | Unchanged | 0.00% | 2026-06-30 |
| MV CAPITAL MANAGEMENT, INC. | 20 | $3,369 | ▼ -32 | 0.00% | 2026-06-30 |
| Financial Network Wealth Advisors LLC | 20 | $3,368 | ▲ +11 | 0.00% | 2026-06-30 |
| EFG International AG | 18 | $3,032 | ▼ -18 | 0.00% | 2026-06-30 |
| PARK AVENUE SECURITIES LLC | 17,717 | $2,984 | ▼ -5,566 | 0.02% | 2026-06-30 |
| HighMark Wealth Management LLC | 18 | $2,958 | ▼ -1 | 0.00% | 2026-06-30 |
| GHP Investment Advisors, Inc. | 17 | $2,864 | Unchanged | 0.00% | 2026-06-30 |
| Dogwood Wealth Management LLC | 17 | $2,863 | Unchanged | 0.00% | 2026-06-30 |
| Elequin Capital, LP | 16 | $2,695 | New position | 0.00% | 2026-06-30 |
| Lester Murray Antman dba SimplyRich | 15,503 | $2,490 | New position | 0.58% | 2026-06-30 |
| MidFirst Bank | 13 | $2,189 | Unchanged | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 10,070 | $1,696 | ▼ -164 | 0.00% | 2026-06-30 |
| Tradewinds Capital Management, LLC | 10 | $1,685 | Unchanged | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 10 | $1,684 | ▼ -12 | 0.00% | 2026-06-30 |
| Cape Investment Advisory, Inc. | 10 | $1,684 | New position | 0.00% | 2026-06-30 |
| Essential Investment Partners LLC | 10 | $1,684 | Unchanged | 0.00% | 2026-06-30 |
| SITTNER & NELSON, LLC | 9 | $1,516 | New position | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 8,629 | $1,452 | ▼ -1,317 | 0.00% | 2026-06-30 |
| EVERMAY WEALTH MANAGEMENT LLC | 8 | $1,348 | Unchanged | 0.00% | 2026-06-30 |
| DELTA ASSET MANAGEMENT LLC/TN | 8 | $1,347 | Unchanged | 0.00% | 2026-06-30 |
| Elevated Capital Advisors, LLC | 8 | $1,347 | Unchanged | 0.00% | 2026-06-30 |
| Dunhill Financial, LLC | 7 | $1,314 | New position | 0.00% | 2026-06-30 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | $1,275 | New position | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 7,537 | $1,269 | New position | 0.05% | 2026-06-30 |
| LSV ASSET MANAGEMENT | 7,290 | $1,228 | ▼ -3,000 | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 7,245 | $1,220 | ▼ -736 | 0.02% | 2026-06-30 |
| Trifecta Capital Advisors, LLC | 7 | $1,179 | New position | 0.00% | 2026-06-30 |
| Breakwater Investment Management | 7 | $1,179 | New position | 0.00% | 2026-06-30 |
| Community Bank & Trust, Waco, Texas | 6,841 | $1,152 | ▲ +58 | 0.21% | 2026-06-30 |
| TD Capital Management LLC | 6 | $1,023 | ▼ -43 | 0.00% | 2026-06-30 |
| SOUTHERN MICHIGAN BANK & TRUST | 6 | $1,011 | Unchanged | 0.00% | 2026-06-30 |
| Investors Portfolio Services LLC | 5 | $843 | Unchanged | 0.00% | 2026-06-30 |
| FARMERS & MERCHANTS INVESTMENTS INC | 5 | $842 | Unchanged | 0.00% | 2026-06-30 |
| MPWM ADVISORY SOLUTIONS, LLC | 5 | $842 | Unchanged | 0.00% | 2026-06-30 |
| TFC Financial Management, Inc. | 4 | $674 | Unchanged | 0.00% | 2026-06-30 |
| Downshift Financial, LLC | 3 | $505 | New position | 0.00% | 2026-06-30 |
| Capital Analysts, LLC | 2,211 | $372 | ▼ -130 | 0.01% | 2026-06-30 |
| WOLFF WIESE MAGANA LLC | 2 | $337 | Unchanged | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 1,878 | $316 | ▲ +54 | 0.01% | 2026-06-30 |
| MARSHALL WACE, LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Moran Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| PICTON MAHONEY ASSET MANAGEMENT | 0 | $0 | Sold out | 2026-06-30 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0 | $0 | Sold out | 2026-06-30 | |
| Calamos Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Calamos Wealth Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0 | $0 | Sold out | 2026-06-30 | |
| Walleye Capital LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Alaethes Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisors Preferred, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Abel Hall, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Engineers Gate Manager LP | 0 | $0 | Sold out | 2026-06-30 | |
| Prospera Financial Services Inc | 0 | $0 | Sold out | 2026-06-30 | |
| SummitTX Capital, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| TD PRIVATE CLIENT WEALTH LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Cordatus Wealth Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Venturi Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Severin Investments, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Group, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| J2 Capital Management Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Mutual Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Berger Financial Group, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| TD Asset Management Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Ameritas Advisory Services, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Csenge Advisory Group | 0 | $0 | Sold out | 2026-06-30 | |
| BRADLEY FOSTER & SARGENT INC/CT | 0 | $0 | Sold out | 2026-06-30 | |
| Rehmann Capital Advisory Group | 0 | $0 | Sold out | 2026-06-30 | |
| Flatrock Wealth Partners LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Resonant Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SEEDS INVESTOR LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Farringdon Capital, Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Waverly Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Bridgefront Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Brucke Financial, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Hardy Reed LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Walkner Condon Financial Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MOODY NATIONAL BANK TRUST DIVISION | 0 | $0 | Sold out | 2026-06-30 | |
| Centiva Capital, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Beverly Hills Private Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EVOKE WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Dynamic Technology Lab Private Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| a16z Perennial Management, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Advisors Capital Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Capital Advisors Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Summit Global Investments | 0 | $0 | Sold out | 2026-06-30 | |
| Etesian Wealth Advisors, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Inscription Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NewEdge Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Legacy Trust | 0 | $0 | Sold out | 2026-06-30 | |
| Foster Group, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Glenview Trust Co | 0 | $0 | Sold out | 2026-06-30 | |
| HighPoint Advisor Group LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Penobscot Investment Management Company, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Net Worth Advisory Group | 0 | $0 | Sold out | 2026-06-30 | |
| Greenspring Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0 | $0 | Sold out | 2026-06-30 | |
| Mayflower Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| KCM INVESTMENT ADVISORS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Chevy Chase Trust Holdings, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sharp Wealth Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Red Mountain Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| OPPENHEIMER & CO INC | 0 | $0 | Sold out | 2026-06-30 | |
| Enterprise Financial Services Corp | 0 | $0 | Sold out | 2026-06-30 | |
| SHELTON CAPITAL MANAGEMENT | 0 | $0 | Sold out | 2026-06-30 | |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Argos Wealth Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HOWE & RUSLING INC | 0 | $0 | Sold out | 2026-06-30 | |
| SevenBridge Financial Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ANGELES WEALTH MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 0 | $0 | Sold out | 2026-06-30 | |
| DONALDSON CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SFMG, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Tiller Private Wealth, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Altus Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Core Wealth Partners LLC | 0 | $0 | Sold out | 2026-06-30 | |
| IHT Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Western Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sigma Planning Corp | 0 | $0 | Sold out | 2026-06-30 | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 0 | $0 | Sold out | 2026-06-30 | |
| Sunpointe, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AlphaCore Capital LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | Sold out | 2026-06-30 | |
| Destiny Wealth Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Global Assets Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Activest Wealth Management | 0 | $0 | Sold out | 2026-06-30 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| First Pacific Financial | 0 | $0 | Sold out | 2026-06-30 | |
| V-Square Quantitative Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Wall Street Financial Group, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| BALLAST ADVISORS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Missouri Trust & Investment Co | 0 | $0 | Sold out | 2026-06-30 | |
| RICHARDS, MERRILL & PETERSON, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Lloyd Advisory Services, LLC. | 0 | $0 | Sold out | 2026-06-30 | |
| Kingdom Financial Group LLC. | 0 | $0 | Sold out | 2026-06-30 | |
| Intentional Wealth Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Burk Holdings LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Merkkuri Wealth Advisors LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Godfrey Financial Associates, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Legacy Wealth Managment, LLC/ID | 0 | $0 | Sold out | 2026-06-30 | |
| Prestige Wealth Management Group LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ISLAY CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| MBM WEALTH CONSULTANTS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Nvest Wealth Strategies, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| Walsh & Associates, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Frazier Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ameritas Investment Partners, Inc. | 0 | $0 | Sold out | 2026-06-30 |