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About N/A of shares are held by financial institutions. CHARLES SCHWAB INVESTMENT MANAGEMENT INC is the top corporate investor, holding 2.48M shares valued at $172.36M. A 10.02% stake in Fidelity MSCI Communication Services Index ETF is owned by the company. PACIFIC SUN FINANCIAL CORP owns 28.98K shares valued at $2.01M, which translates its holding of 0.12% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.02% | 2.48M | 172.36M | 111.89K | +4.72% |
| Jun 30, 2026 | PACIFIC SUN FINANCIAL CORP | 0.12% | 28.98K | 2.01M | 2.93K | +11.24% |
| Jun 30, 2026 | ALLIANCE PRIVATE WEALTH, LLC | 0.13% | 31.54K | 2.19M | 1.26K | +4.15% |
| Jun 30, 2026 | REDSTONE WEALTH MANAGEMENT, LLC | 0.67% | 166.7K | 11.58M | 40.68K | +32.28% |
| Jun 30, 2026 | KDK PRIVATE WEALTH MANAGEMENT, LLC | 0.07% | 18.94K | 1.32M | -238 | -1.24% |
| Jun 30, 2026 | NOMURA ASSET MANAGEMENT CO LTD | 0.07% | 19K | 1.32M | -7.5K | -28.30% |
| Jun 30, 2026 | VISTA INVESTMENT MANAGEMENT | 0.07% | 19.17K | 1.33M | -70 | -0.36% |
| Jun 30, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.08% | 19.71K | 1.37M | -1.3K | -6.20% |
| Jun 30, 2026 | LIVE OAK INVESTMENT PARTNERS | 0.08% | 20.89K | 1.45M | 1.64K | +8.51% |
| Jun 30, 2026 | HECK CAPITAL ADVISORS, LLC | 0.08% | 20.96K | 1.46M | -314 | -1.48% |
| Jun 30, 2026 | ARKADIOS WEALTH ADVISORS | 0.08% | 21.23K | 1.48M | 164 | +0.78% |
| Jun 30, 2026 | BECKERMAN INSTITUTIONAL, LLC | 0.09% | 22.12K | 1.54M | -55 | -0.25% |
| Jun 30, 2026 | AMERICAN NATIONAL BANK | 0.09% | 22.48K | 1.56M | 1.82K | +8.79% |
| Jun 30, 2026 | CX INSTITUTIONAL | 0.09% | 23.48K | 1.63M | -2.94K | -11.13% |
| Jun 30, 2026 | MECHANICS BANK TRUST DEPARTMENT | 0.09% | 23.62K | 1.64M | 1.58K | +7.15% |
| Jun 30, 2026 | SNOWDEN CAPITAL ADVISORS LLC | 0.09% | 24.09K | 1.67M | -151 | -0.62% |
| Jun 30, 2026 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.1% | 25.48K | 1.77M | 8.79K | +52.66% |
| Jun 30, 2026 | ATLAS CAPITAL ADVISORS LLC | 0.2% | 50.21K | 3.49M | -2.32K | -4.41% |
| Jun 30, 2026 | UBS GROUP AG | 0.3% | 75.27K | 5.23M | -368 | -0.49% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 0.57% | 141.47K | 9.83M | -2.61K | -1.81% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.63% | 154.72K | 10.75M | -21.1K | -12.00% |
| Jun 30, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.68% | 168.72K | 11.72M | 2.28K | +1.37% |
| Jun 30, 2026 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 0.75% | 185.44K | 12.88M | 15.03K | +8.82% |
| Jun 30, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.34% | 1.08M | 74.7M | 32.22K | +3.09% |
| Jun 30, 2026 | LIDO ADVISORS, LLC | 7.91% | 1.96M | 136.13M | -78.33K | -3.84% |
| Jun 30, 2026 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 14.37% | 3.56M | 247.2M | 412.11K | +13.10% |
| Jun 30, 2026 | VERTEX INVESTMENT SOLUTIONS CO., LTD. | 0.36% | 89.9K | 6.27M | 89.9K | +100.00% |
| Jun 30, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 30.97K | 2.15M | -10.66K | -25.60% |
| Jun 30, 2026 | MALTIN WEALTH MANAGEMENT, INC. | 0.21% | 51.7K | 3.59M | 1.58K | +3.14% |
| Jun 30, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.23% | 55.87K | 3.88M | 2.54K | +4.76% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.23% | 56.83K | 3.95M | 252 | +0.45% |
| Jun 30, 2026 | SMITH, SALLEY & ASSOCIATES | 0.23% | 57.76K | 4.01M | -984 | -1.68% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.25% | 63.08K | 4.38M | 1.58K | +2.58% |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.28% | 68.84K | 4.78M | 11.29K | +19.62% |
| Jun 30, 2026 | YODER WEALTH MANAGEMENT, INC. | 0.48% | 117.77K | 8.18M | 11.97K | +11.32% |
| Jun 30, 2026 | SOUTHERN CAPITAL ADVISORS, LLC | 0.29% | 71.83K | 4.99M | 576 | +0.81% |
| Jun 30, 2026 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.3% | 73.08K | 5.08M | 55.08K | +305.82% |
| Jun 30, 2026 | BANK OF AMERICA CORP /DE/ | 0.3% | 74.71K | 5.19M | 3.25K | +4.54% |
| Jun 30, 2026 | 0.12% | 31.54K | 2.19M | 1.26K | +4.15% | |
| Jun 30, 2026 | CRUMLY & ASSOCIATES INC. | 0.57% | 140.85K | 9.79M | 5.35K | +3.94% |
| Jun 30, 2026 | LYNCH & ASSOCIATES/IN | 0.11% | 27.32K | 1.9M | 2.74K | +11.13% |
| Jun 30, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 0.12% | 29.7K | 2.06M | 3.21K | +12.10% |
| Jun 30, 2026 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 0.12% | 28.79K | 2M | 2.21K | +8.30% |
| Jun 30, 2026 | KINGSWOOD WEALTH ADVISORS, LLC | 0.25% | 62.75K | 4.36M | 17.88K | +39.84% |
| Jun 30, 2026 | FISCHER FINANCIAL SERVICES, INC. | 0.43% | 105.72K | 7.35M | -610 | -0.57% |
| Jun 30, 2026 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.1% | 25.83K | 1.79M | 10.28K | +66.13% |
| Jun 30, 2026 | FMR LLC | 0.15% | 36.59K | 2.54M | -267 | -0.72% |
| Jun 30, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.2% | 50K | 3.47M | -50K | -50.00% |
| Jun 30, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.28% | 70.33K | 4.89M | -4.27K | -5.73% |
| Jun 30, 2026 | NLB SKLADI, UPRAVLJANJE PREMOZENJA, D.O.O. | 0.2% | 49.7K | 3.45M | -1.2K | -2.36% |
| Jun 30, 2026 | GTS SECURITIES LLC | 0.12% | 29.2K | 2.03M | 29.2K | +100.00% |
| Jun 30, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.11% | 26.21K | 1.79M | 3.84K | +17.14% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.35% | 87.01K | 6.05M | -95.34K | -52.29% |
| Jun 30, 2026 | CITIGROUP INC | 0.48% | 117.88K | 8.19M | 45.05K | +61.85% |
| Jun 30, 2026 | AE WEALTH MANAGEMENT LLC | 0.49% | 120.58K | 8.38M | 12.69K | +11.76% |
| Jun 30, 2026 | AGF MANAGEMENT LTD | 2.26% | 558.48K | 38.8M | 9.47K | +1.72% |
| Jun 30, 2026 | MORGAN STANLEY | 2.53% | 626.07K | 43.5M | 105.72K | +20.32% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.41% | 100.87K | 7.02M | 30.95K | +44.26% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 0.44% | 107.82K | 7.49M | -101.06K | -48.38% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0.58% | 143.52K | 9.97M | 132.03K | +1,149.06% |
| Jun 30, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.9% | 222.93K | 15.49M | -5.32K | -2.33% |
| Jun 30, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.97% | 239.01K | 16.61M | -30.67K | -11.37% |
| Jun 30, 2026 | AMERIPRISE FINANCIAL INC | 2.76% | 683.96K | 47.52M | 680.06K | +17,455.36% |
| Jun 30, 2026 | SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 10.02% | 2.48M | 172.36M | 2.48M | +100.00% |
| Mar 31, 2026 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.42% | 1.04M | 71.04M | -130.36K | -11.11% |
| Mar 31, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.97% | 228.25K | 15.55M | -634 | -0.28% |
| Mar 31, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.09% | 22.37K | 1.46M | 722 | +3.34% |
| Mar 31, 2026 | MECHANICS BANK TRUST DEPARTMENT | 0.1% | 22.04K | 1.5M | -183 | -0.82% |
| Mar 31, 2026 | BEAUMONT FINANCIAL ADVISORS, LLC | 0.1% | 24.38K | 1.66M | 3.73K | +18.03% |
| Mar 31, 2026 | PACIFIC SUN FINANCIAL CORP | 0.11% | 26.06K | 1.77M | 5.58K | +27.22% |
| Mar 31, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 0.11% | 26.49K | 1.8M | -1.32K | -4.76% |
| Mar 31, 2026 | NOMURA ASSET MANAGEMENT CO LTD | 0.11% | 26.5K | 1.81M | 26.5K | +100.00% |
| Mar 31, 2026 | ENVESTNET ASSET MANAGEMENT INC | 0.11% | 26.51K | 1.81M | 998 | +3.91% |
| Mar 31, 2026 | FMR LLC | 0.16% | 36.86K | 2.51M | 3.37K | +10.07% |
| Mar 31, 2026 | HECK CAPITAL ADVISORS, LLC | 0.1% | 21.27K | 1.45M | 21.27K | +100.00% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 1.14% | 269.68K | 18.37M | -28.02K | -9.41% |
| Mar 31, 2026 | VICUS CAPITAL | 1.35% | 317.72K | 21.64M | -44.78K | -12.35% |
| Mar 31, 2026 | MORGAN STANLEY | 2.2% | 520.36K | 35.45M | 60.17K | +13.07% |
| Mar 31, 2026 | AGF MANAGEMENT LTD | 2.33% | 549.02K | 37.4M | -101.33K | -15.58% |
| Mar 31, 2026 | LIDO ADVISORS, LLC | 8.63% | 2.04M | 138.8M | -27.62K | -1.34% |
| Mar 31, 2026 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.03% | 2.37M | 161.37M | -1.95M | -45.10% |
| Mar 31, 2026 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 13.32% | 3.15M | 214.29M | 155.07K | +5.18% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.18% | 41.62K | 2.84M | 20.63K | +98.27% |
| Mar 31, 2026 | KINGSWOOD WEALTH ADVISORS, LLC | 0.19% | 44.87K | 3.06M | -45.53K | -50.36% |
| Mar 31, 2026 | 0.13% | 30.28K | 2.06M | 1.96K | +6.92% | |
| Mar 31, 2026 | ATLAS CAPITAL ADVISORS LLC | 0.22% | 52.52K | 3.58M | 955 | +1.85% |
| Mar 31, 2026 | FISCHER FINANCIAL SERVICES, INC. | 0.45% | 106.33K | 7.24M | 1.36K | +1.29% |
| Mar 31, 2026 | AE WEALTH MANAGEMENT LLC | 0.46% | 107.89K | 7.35M | 7.12K | +7.07% |
| Mar 31, 2026 | CRUMLY & ASSOCIATES INC. | 0.57% | 135.51K | 9.23M | -23.29K | -14.66% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0.61% | 144.08K | 9.81M | -27.36K | -15.96% |
| Mar 31, 2026 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 0.11% | 26.58K | 1.81M | 3.81K | +16.74% |
| Mar 31, 2026 | CX INSTITUTIONAL | 0.11% | 26.42K | 1.8M | 6.46K | +32.37% |
| Mar 31, 2026 | KESTRA ADVISORY SERVICES, LLC | 0.7% | 166.44K | 11.34M | 3.34K | +2.05% |
| Mar 31, 2026 | MERIT FINANCIAL GROUP, LLC | 0.08% | 17.53K | 1.19M | -300 | -1.68% |
| Mar 31, 2026 | KDK PRIVATE WEALTH MANAGEMENT, LLC | 0.09% | 19.17K | 1.31M | -506 | -2.57% |
| Mar 31, 2026 | LIVE OAK INVESTMENT PARTNERS | 0.09% | 19.25K | 1.31M | 1.75K | +10.02% |
| Mar 31, 2026 | AMERICAN NATIONAL BANK | 0.09% | 20.66K | 1.41M | 1.9K | +10.10% |
| Mar 31, 2026 | BECKERMAN INSTITUTIONAL, LLC | 0.1% | 22.18K | 1.51M | -300 | -1.33% |
| Mar 31, 2026 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.1% | 21.01K | 1.43M | -4.5K | -17.62% |
| Mar 31, 2026 | SNOWDEN CAPITAL ADVISORS LLC | 0.1% | 24.24K | 1.65M | -331 | -1.35% |
| Mar 31, 2026 | LYNCH & ASSOCIATES/IN | 0.1% | 24.58K | 1.67M | -43 | -0.17% |
| Mar 31, 2026 | SMITH, SALLEY & ASSOCIATES | 0.25% | 58.74K | 4M | 797 | +1.38% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.3% | 69.92K | 4.77M | -35.93K | -33.95% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0.3% | 71.46K | 4.87M | -11.09K | -13.43% |
| Mar 31, 2026 | CITIGROUP INC | 0.31% | 72.84K | 4.96M | 39.64K | +119.38% |
| Mar 31, 2026 | JANNEY MONTGOMERY SCOTT LLC | 0.32% | 74.6K | 5.08M | -1.05K | -1.38% |
| Mar 31, 2026 | SOUTHERN CAPITAL ADVISORS, LLC | 0.3% | 71.25K | 4.85M | -4.61K | -6.07% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.74% | 175.83K | 11.98M | -7.37K | -4.02% |
| Mar 31, 2026 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 0.72% | 170.4K | 11.61M | 5.77K | +3.50% |
| Mar 31, 2026 | MALTIN WEALTH MANAGEMENT, INC. | 0.21% | 50.12K | 3.41M | -8.24K | -14.13% |
| Mar 31, 2026 | THRIVENT FINANCIAL FOR LUTHERANS | 0.23% | 53.33K | 3.63M | 3.43K | +6.87% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.24% | 56.57K | 3.85M | -78.82K | -58.22% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.24% | 57.55K | 3.92M | 4.37K | +8.23% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.26% | 61.5K | 4.19M | -6.12K | -9.05% |
| Mar 31, 2026 | UBS GROUP AG | 0.32% | 75.64K | 5.15M | 965 | +1.29% |
| Mar 31, 2026 | BNP PARIBAS ARBITRAGE, SNC | 0.42% | 100K | 6.81M | 100K | +100.00% |
| Mar 31, 2026 | YODER WEALTH MANAGEMENT, INC. | 0.45% | 105.8K | 7.21M | 8.11K | +8.30% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.77% | 182.34K | 12.42M | -2.69K | -1.45% |
| Mar 31, 2026 | DESTINY WEALTH PARTNERS, LLC | 0.85% | 200.79K | 13.68M | 1.16K | +0.58% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.88% | 208.88K | 14.23M | -37.93K | -15.37% |
| Dec 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.3% | 75.65K | 5.54M | 4.04K | +5.64% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.32% | 82.55K | 6.05M | 8.76K | +11.87% |
| Dec 31, 2025 | KINGSWOOD WEALTH ADVISORS, LLC | 0.35% | 90.4K | 6.62M | 1.53K | +1.72% |
| Dec 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.27% | 67.61K | 4.96M | -6.54K | -8.82% |
| Dec 31, 2025 | ARKADIOS WEALTH ADVISORS | 0.08% | 21.75K | 1.59M | 305 | +1.42% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 20.99K | 1.54M | 7.43K | +54.83% |
| Dec 31, 2025 | YODER WEALTH MANAGEMENT, INC. | 0.38% | 97.69K | 7.16M | 14.82K | +17.88% |
| Dec 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.71% | 1.17M | 85.98M | -80.84K | -6.45% |
| Dec 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.39% | 100.77K | 7.38M | 6.01K | +6.34% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.41% | 105.85K | 7.77M | -2.34K | -2.16% |
| Dec 31, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.42% | 104.85K | 7.68M | 15.26K | +17.03% |
| Dec 31, 2025 | FISCHER FINANCIAL SERVICES, INC. | 0.42% | 104.97K | 7.69M | 188 | +0.18% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.54% | 135.4K | 9.92M | -3.43K | -2.47% |
| Dec 31, 2025 | CRUMLY & ASSOCIATES INC. | 0.62% | 158.79K | 11.64M | 33.2K | +26.44% |
| Dec 31, 2025 | KDK PRIVATE WEALTH MANAGEMENT, LLC | 0.08% | 19.68K | 1.44M | -252 | -1.26% |
| Dec 31, 2025 | PACIFIC SUN FINANCIAL CORP | 0.08% | 20.48K | 1.5M | 933 | +4.77% |
| Dec 31, 2025 | BEAUMONT FINANCIAL ADVISORS, LLC | 0.08% | 20.66K | 1.51M | -13 | -0.06% |
| Dec 31, 2025 | LYNCH & ASSOCIATES/IN | 0.1% | 24.63K | 1.8M | -228 | -0.92% |
| Dec 31, 2025 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 0.09% | 22.77K | 1.67M | 2.27K | +11.07% |
| Dec 31, 2025 | BECKERMAN INSTITUTIONAL, LLC | 0.09% | 22.48K | 1.65M | -196 | -0.86% |
| Dec 31, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.1% | 24.57K | 1.8M | -39 | -0.16% |
| Dec 31, 2025 | DESTINY WEALTH PARTNERS, LLC | 0.78% | 199.63K | 14.79M | -165 | -0.08% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.1% | 24.61K | 1.8M | -266 | -1.07% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.1% | 25.51K | 1.87M | -11.54K | -31.15% |
| Dec 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.1% | 25.51K | 1.87M | -6.48K | -20.25% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.21% | 53.17K | 3.9M | 398 | +0.75% |
| Dec 31, 2025 | SMITH, SALLEY & ASSOCIATES | 0.23% | 57.94K | 4.25M | -150 | -0.26% |
| Dec 31, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 0.23% | 58.36K | 4.28M | -89 | -0.15% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17.31% | 4.31M | 316.19M | -35.54K | -0.82% |
| Dec 31, 2025 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 11.69% | 2.99M | 219.16M | 284.56K | +10.52% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.1% | 25.69K | 1.88M | 25.69K | +100.00% |
| Dec 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.11% | 27.82K | 2.04M | -4.23K | -13.20% |
| Dec 31, 2025 | CITIGROUP INC | 0.13% | 33.2K | 2.43M | 7.6K | +29.68% |
| Dec 31, 2025 | FMR LLC | 0.13% | 33.49K | 2.45M | 3.89K | +13.14% |
| Dec 31, 2025 | GRIMES & COMPANY, INC. | 0.16% | 40.37K | 2.96M | 19.17K | +90.40% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.2% | 49.9K | 3.66M | 49.9K | +100.00% |
| Dec 31, 2025 | LIDO ADVISORS, LLC | 8.29% | 2.07M | 146.68M | 2.88K | +0.14% |
| Dec 31, 2025 | ATLAS CAPITAL ADVISORS LLC | 0.2% | 51.57K | 3.78M | 51.57K | +100.00% |
| Dec 31, 2025 | AGF MANAGEMENT LTD | 2.53% | 650.35K | 47.66M | -4.64K | -0.71% |
| Dec 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.63% | 163.11K | 11.95M | 2.93K | +1.83% |
| Dec 31, 2025 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 0.64% | 164.64K | 12.06M | 4.32K | +2.69% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.69% | 171.44K | 12.56M | 26.95K | +18.65% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.73% | 183.19K | 13.42M | 31.81K | +21.01% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.74% | 185.03K | 13.56M | -41 | -0.02% |
| Dec 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.89% | 228.88K | 16.77M | -31.3K | -12.03% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.96% | 246.81K | 18.09M | 3.85K | +1.59% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.16% | 297.7K | 21.82M | 1.82K | +0.62% |
| Dec 31, 2025 | VICUS CAPITAL | 1.42% | 362.5K | 26.56M | 14.45K | +4.15% |
| Dec 31, 2025 | MORGAN STANLEY | 1.79% | 460.19K | 33.72M | 17.98K | +4.07% |
| Dec 31, 2025 | BIRCHCREEK WEALTH MANAGEMENT, LLC | 0.06% | 16.33K | 1.2M | -3.13K | -16.09% |
| Dec 31, 2025 | FIFTH THIRD SECURITIES, INC. | 0.06% | 16.49K | 1.21M | -144 | -0.87% |
| Dec 31, 2025 | EPG WEALTH MANAGEMENT LLC | 0.07% | 17.23K | 1.26M | 333 | +1.97% |
| Dec 31, 2025 | LIVE OAK INVESTMENT PARTNERS | 0.07% | 17.5K | 1.28M | 785 | +4.70% |
| Dec 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.07% | 17.83K | 1.31M | 300 | +1.71% |
| Dec 31, 2025 | SUMMIT FINANCIAL, LLC | 0.07% | 17.58K | 1.29M | 114 | +0.65% |
| Dec 31, 2025 | AMERICAN NATIONAL BANK | 0.07% | 18.77K | 1.38M | 4.41K | +30.69% |
| Dec 31, 2025 | CX INSTITUTIONAL | 0.08% | 19.96K | 1.46M | 1.08K | +5.74% |
| Dec 31, 2025 | 0.11% | 28.32K | 2.1M | 28.32K | +100.00% | |
| Dec 31, 2025 | BELLWETHER ADVISORS, LLC | 0.8% | 200.36K | 14.68M | 200.36K | +100.00% |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.09% | 21.65K | 1.59M | 3.57K | +19.73% |
| Dec 31, 2025 | MECHANICS BANK TRUST DEPARTMENT | 0.09% | 22.22K | 1.63M | -945 | -4.08% |
| Dec 31, 2025 | UBS GROUP AG | 0.29% | 74.67K | 5.47M | 1.73K | +2.37% |
| Dec 31, 2025 | SOUTHERN CAPITAL ADVISORS, LLC | 0.3% | 75.86K | 5.56M | -918 | -1.20% |
| Sep 30, 2025 | EPG WEALTH MANAGEMENT LLC | 0.06% | 16.89K | 1.2M | -2.56K | -13.18% |
| Sep 30, 2025 | AGF MANAGEMENT LTD | 2.51% | 654.98K | 46.48M | 22.71K | +3.59% |
| Sep 30, 2025 | CITIGROUP INC | 0.1% | 25.6K | 1.82M | -427 | -1.64% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.2% | 52.78K | 3.75M | 4.47K | +9.25% |
| Sep 30, 2025 | CRUMLY & ASSOCIATES INC. | 0.48% | 125.59K | 8.91M | 1.66K | +1.34% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16.65% | 4.35M | 308.75M | -71.01K | -1.61% |
| Sep 30, 2025 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 10.36% | 2.71M | 192.05M | 221.83K | +8.93% |
| Sep 30, 2025 | LEIGH BALDWIN & CO., LLC | 0.08% | 22.07K | 667.18K | 17.89K | +427.96% |
| Sep 30, 2025 | CX INSTITUTIONAL | 0.07% | 18.87K | 1.34M | -943 | -4.76% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.07% | 18.08K | 1.29M | 4.18K | +30.06% |
| Sep 30, 2025 | VISTA INVESTMENT MANAGEMENT | 0.07% | 17.99K | 1.28M | -46 | -0.26% |
| Sep 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.07% | 17.53K | 1.24M | 1 | +0.01% |
| Sep 30, 2025 | LIVE OAK INVESTMENT PARTNERS | 0.06% | 16.71K | 1.19M | 749 | +4.69% |
| Sep 30, 2025 | FIFTH THIRD SECURITIES, INC. | 0.06% | 16.64K | 1.18M | -181 | -1.08% |
| Sep 30, 2025 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.06% | 15.28K | 1.08M | 0 | 0 |
| Sep 30, 2025 | AMERICAN NATIONAL BANK | 0.06% | 14.36K | 1.02M | 1.48K | +11.50% |
| Sep 30, 2025 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.05% | 14.15K | 1M | 1.55K | +12.33% |
| Sep 30, 2025 | LIDO ADVISORS, LLC | 7.89% | 2.06M | 146.36M | 194.56K | +10.42% |
| Sep 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.8% | 1.25M | 89M | -128.23K | -9.28% |
| Sep 30, 2025 | MORGAN STANLEY | 1.69% | 442.22K | 31.38M | 13.91K | +3.25% |
| Sep 30, 2025 | BECKERMAN INSTITUTIONAL, LLC | 0.09% | 22.67K | 1.61M | 566 | +2.56% |
| Sep 30, 2025 | ARKADIOS WEALTH ADVISORS | 0.08% | 21.45K | 1.52M | -2.53K | -10.55% |
| Sep 30, 2025 | GRIMES & COMPANY, INC. | 0.08% | 21.2K | 1.5M | 9 | +0.04% |
| Sep 30, 2025 | BEAUMONT FINANCIAL ADVISORS, LLC | 0.08% | 20.67K | 1.47M | -7.89K | -27.63% |
| Sep 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 1% | 260.18K | 18.47M | 260.18K | +100.00% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.58% | 151.39K | 10.74M | -89.75K | -37.22% |
| Sep 30, 2025 | GUERRA ADVISORS INC | 0.57% | 148.56K | 10.54M | 18.92K | +14.59% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.53% | 138.83K | 9.85M | 89.47K | +181.25% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.41% | 108.19K | 7.7M | 35.71K | +49.27% |
| Sep 30, 2025 | FISCHER FINANCIAL SERVICES, INC. | 0.4% | 104.79K | 7.44M | -1.68K | -1.57% |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.36% | 94.76K | 6.73M | -25K | -20.87% |
| Sep 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.34% | 89.6K | 6.36M | 23.63K | +35.83% |
| Sep 30, 2025 | KINGSWOOD WEALTH ADVISORS, LLC | 0.34% | 88.87K | 6.31M | 80.36K | +944.27% |
| Sep 30, 2025 | YODER WEALTH MANAGEMENT, INC. | 0.32% | 82.87K | 5.88M | 6.61K | +8.66% |
| Sep 30, 2025 | SOUTHERN CAPITAL ADVISORS, LLC | 0.29% | 76.78K | 5.45M | -953 | -1.23% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.14% | 37.05K | 2.63M | -10.33K | -21.81% |
| Sep 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 74.15K | 5.26M | -16.27K | -17.99% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.28% | 73.79K | 5.24M | 3.51K | +4.99% |
| Sep 30, 2025 | UBS GROUP AG | 0.28% | 72.94K | 5.18M | -1.77K | -2.37% |
| Sep 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.27% | 71.6K | 5.08M | 4.36K | +6.48% |
| Sep 30, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 0.22% | 58.45K | 4.15M | 392 | +0.68% |
| Sep 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.12% | 32.05K | 2.27M | 1.6K | +5.25% |
| Sep 30, 2025 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 0.08% | 20.5K | 1.46M | 4.28K | +26.36% |
| Sep 30, 2025 | KDK PRIVATE WEALTH MANAGEMENT, LLC | 0.08% | 19.93K | 1.41M | -737 | -3.57% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.55% | 144.49K | 10.25M | -2.19K | -1.50% |
| Sep 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.12% | 31.98K | 2.27M | -263 | -0.82% |
| Sep 30, 2025 | FMR LLC | 0.11% | 29.6K | 2.1M | 3.36K | +12.82% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.1% | 24.88K | 1.77M | 7.84K | +46.04% |
| Sep 30, 2025 | LYNCH & ASSOCIATES/IN | 0.1% | 24.86K | 1.76M | -437 | -1.73% |
| Sep 30, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.09% | 24.61K | 1.75M | -37 | -0.15% |
| Sep 30, 2025 | BIRCHCREEK WEALTH MANAGEMENT, LLC | 0.07% | 19.46K | 1.38M | 115 | +0.59% |
| Sep 30, 2025 | 0.07% | 19.19K | 1.36M | 19.19K | +100.00% | |
| Sep 30, 2025 | FULL SAIL CAPITAL, LLC | 0.87% | 226.64K | 16.08M | -8.15K | -3.47% |
| Sep 30, 2025 | DESTINY WEALTH PARTNERS, LLC | 0.76% | 199.8K | 14.18M | 4.89K | +2.51% |
| Sep 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.71% | 185.07K | 13.13M | 687 | +0.37% |
| Sep 30, 2025 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 0.61% | 160.32K | 11.38M | 13.88K | +9.48% |
| Sep 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.61% | 160.18K | 11.37M | -3.89K | -2.37% |
| Sep 30, 2025 | MECHANICS BANK TRUST DEPARTMENT | 0.09% | 23.17K | 1.64M | -648 | -2.72% |
| Sep 30, 2025 | VICUS CAPITAL | 1.33% | 348.05K | 24.7M | 58.36K | +20.14% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.13% | 295.87K | 21M | 30.1K | +11.32% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.93% | 242.96K | 17.24M | -26.4K | -9.80% |
| Sep 30, 2025 | PACIFIC SUN FINANCIAL CORP | 0.07% | 19.55K | 1.39M | 141 | +0.73% |
| Sep 30, 2025 | SMITH, SALLEY & ASSOCIATES | 0.22% | 58.09K | 4.12M | -543 | -0.93% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.19% | 50K | 3.55M | 50K | +100.00% |
| Jun 30, 2025 | STIFEL FINANCIAL CORP | 0.59% | 146.68K | 9.51M | -8.33K | -5.37% |
| Jun 30, 2025 | CITIGROUP INC | 0.11% | 26.03K | 1.69M | 7.53K | +40.68% |
| Jun 30, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.12% | 30.45K | 1.97M | -16.01K | -34.47% |
| Jun 30, 2025 | EXCHANGE CAPITAL MANAGEMENT, INC. | 0.13% | 30.88K | 2M | -2.08K | -6.30% |
| Jun 30, 2025 | BECKERMAN INSTITUTIONAL, LLC | 0.09% | 22.11K | 1.43M | -1.15K | -4.92% |
| Jun 30, 2025 | FMR LLC | 0.11% | 26.24K | 1.7M | 4.66K | +21.59% |
| Jun 30, 2025 | BEAUMONT FINANCIAL ADVISORS, LLC | 0.12% | 28.56K | 1.85M | 28.56K | +100.00% |
| Jun 30, 2025 | FISCHER FINANCIAL SERVICES, INC. | 0.43% | 106.46K | 6.88M | 180 | +0.17% |
| Jun 30, 2025 | GUERRA ADVISORS INC | 0.53% | 129.64K | 8.4M | -44.59K | -25.59% |
| Jun 30, 2025 | INDEPENDENCE FINANCIAL ADVISORS, LLC | 0.59% | 146.44K | 9.49M | -13.31K | -8.33% |
| Jun 30, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.37% | 90.42K | 5.86M | 23.79K | +35.70% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.08% | 265.78K | 17.23M | 13.28K | +5.26% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 1.09% | 269.36K | 17.46M | -14.72K | -5.18% |
| Jun 30, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.61% | 1.38M | 89.59M | 119.05K | +9.42% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17.93% | 4.42M | 286.55M | -47.63K | -1.07% |
| Jun 30, 2025 | CRUMLY & ASSOCIATES INC. | 0.5% | 123.93K | 8.03M | 12.46K | +11.17% |
| Jun 30, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.1% | 24.65K | 1.6M | -2.01K | -7.55% |
| Jun 30, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.67% | 164.07K | 10.63M | 13.38K | +8.88% |
| Jun 30, 2025 | HIGHTOWER ADVISORS, LLC | 0.75% | 184.38K | 11.95M | 1.69K | +0.93% |
| Jun 30, 2025 | DESTINY WEALTH PARTNERS, LLC | 0.79% | 194.91K | 12.63M | 8.57K | +4.60% |
| Jun 30, 2025 | FULL SAIL CAPITAL, LLC | 0.95% | 234.79K | 15.22M | -5.73K | -2.38% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.98% | 241.13K | 15.63M | 59.2K | +32.54% |
| Jun 30, 2025 | VICUS CAPITAL | 1.17% | 289.69K | 18.77M | 12.19K | +4.39% |
| Jun 30, 2025 | MORGAN STANLEY | 1.74% | 428.31K | 27.76B | 22.15K | +5.45% |
| Jun 30, 2025 | AGF MANAGEMENT LTD | 2.56% | 632.28K | 40.98M | 60.68K | +10.62% |
| Jun 30, 2025 | LIDO ADVISORS, LLC | 7.58% | 1.87M | 121.05M | 80.22K | +4.49% |
| Jun 30, 2025 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 10.08% | 2.48M | 161.01M | 459.09K | +22.67% |
| Jun 30, 2025 | VCI WEALTH MANAGEMENT LLC | 0.09% | 21.41K | 1.39M | 1.48K | +7.40% |
| Jun 30, 2025 | LYNCH & ASSOCIATES/IN | 0.1% | 25.29K | 1.64M | 911 | +3.74% |
| Jun 30, 2025 | LIFEWORKS ADVISORS, LLC | 0.13% | 31.57K | 2.05M | 107 | +0.34% |
| Jun 30, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.13% | 32.24K | 2.09M | 691 | +2.19% |
| Jun 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.17% | 43K | 2.79M | 43K | +100.00% |
| Jun 30, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.17% | 43.01K | 2.79M | 8.49K | +24.61% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.19% | 47.39K | 3.07M | -62.26K | -56.78% |
| Jun 30, 2025 | ATLAS CAPITAL ADVISORS LLC | 0.2% | 48.47K | 3.14M | -17.68K | -26.72% |
| Jun 30, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 0.24% | 58.06K | 3.76M | 1.15K | +2.03% |
| Jun 30, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.27% | 65.96K | 4.28M | 20.42K | +44.84% |
| Jun 30, 2025 | SOUTHERN CAPITAL ADVISORS, LLC | 0.32% | 77.73K | 5.04M | -175 | -0.22% |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.49% | 119.76K | 7.76M | 8.12K | +7.28% |
| Jun 30, 2025 | SIGMA PLANNING CORP | 0.06% | 15.01K | 972.81K | -4.18K | -21.79% |
| Jun 30, 2025 | CROSSMARK GLOBAL HOLDINGS, INC. | 0.06% | 15.28K | 990.49K | 0 | 0 |
| Jun 30, 2025 | LIVE OAK INVESTMENT PARTNERS | 0.06% | 15.96K | 1.03M | 1.52K | +10.53% |
| Jun 30, 2025 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 0.07% | 16.23K | 1.05M | 601 | +3.85% |
| Jun 30, 2025 | COURT PLACE ADVISORS, LLC | 0.07% | 16.81K | 1.09M | 202 | +1.22% |
| Jun 30, 2025 | FIFTH THIRD SECURITIES, INC. | 0.07% | 16.82K | 1.09M | 28 | +0.17% |
| Jun 30, 2025 | CETERA INVESTMENT ADVISERS | 0.07% | 17.03K | 1.1M | -4.01K | -19.04% |
| Jun 30, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.07% | 17.3K | 1.12M | -12.16K | -41.29% |
| Jun 30, 2025 | MERIT FINANCIAL GROUP, LLC | 0.07% | 17.52K | 1.14M | -7.72K | -30.58% |
| Jun 30, 2025 | VISTA INVESTMENT MANAGEMENT | 0.07% | 18.04K | 1.17M | 91 | +0.51% |
| Jun 30, 2025 | BIRCHCREEK WEALTH MANAGEMENT, LLC | 0.08% | 19.34K | 1.25M | 2.09K | +12.11% |
| Jun 30, 2025 | PACIFIC SUN FINANCIAL CORP | 0.08% | 19.41K | 1.26M | 397 | +2.09% |
| Jun 30, 2025 | EPG WEALTH MANAGEMENT LLC | 0.08% | 19.46K | 1.26M | -3.11K | -13.78% |
| Jun 30, 2025 | CX INSTITUTIONAL | 0.08% | 19.82K | 1.28M | 2.15K | +12.19% |
| Jun 30, 2025 | KDK PRIVATE WEALTH MANAGEMENT, LLC | 0.08% | 20.67K | 1.34M | -446 | -2.11% |
| Jun 30, 2025 | GRIMES & COMPANY, INC. | 0.09% | 21.19K | 1.37M | 21.19K | +100.00% |
| Jun 30, 2025 | 0.09% | 22.11K | 1.43M | -1.15K | -4.92% | |
| Jun 30, 2025 | MECHANICS BANK TRUST DEPARTMENT | 0.1% | 23.82K | 1.54M | -749 | -3.05% |
| Jun 30, 2025 | ARKADIOS WEALTH ADVISORS | 0.1% | 23.98K | 1.55M | 349 | +1.48% |
| Jun 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.15% | 38.1K | 2.47M | 38.1K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.2% | 49.36K | 3.2M | 278 | +0.57% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.29% | 70.29K | 4.56M | 5.04K | +7.73% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 39.44K | 2.56M | 28.93K | +275.11% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.2% | 48.31K | 3.13M | 48.27K | +150,853.13% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.29% | 72.48K | 4.71M | -21.99K | -23.28% |
| Jun 30, 2025 | SMITH, SALLEY & ASSOCIATES | 0.24% | 58.64K | 3.8M | 105 | +0.18% |
| Jun 30, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.27% | 67.25K | 4.36M | 9.26K | +15.96% |
| Jun 30, 2025 | UBS GROUP AG | 0.3% | 74.71K | 4.84M | 2.56K | +3.55% |
| Jun 30, 2025 | YODER WEALTH MANAGEMENT, INC. | 0.31% | 76.27K | 4.94M | 3.77K | +5.20% |
| Mar 31, 2025 | EPG WEALTH MANAGEMENT LLC | 0.1% | 22.57K | 1.27M | 285 | +1.28% |
| Mar 31, 2025 | LYNCH & ASSOCIATES/IN | 0.11% | 24.38K | 1.37M | 222 | +0.92% |
| Mar 31, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.15% | 34.52K | 1.94M | -222 | -0.64% |
| Mar 31, 2025 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.2% | 45.54K | 2.56M | -68.66K | -60.12% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0.21% | 46.46K | 2.61M | 66 | +0.14% |
| Mar 31, 2025 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.29% | 66.63K | 3.75M | -1.11K | -1.64% |
| Mar 31, 2025 | ADVISORY SERVICES NETWORK, LLC | 0.29% | 66.64K | 3.75M | -20.92K | -23.89% |
| Mar 31, 2025 | SOUTHERN CAPITAL ADVISORS, LLC | 0.34% | 77.91K | 4.38M | -1.8K | -2.26% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.48% | 109.65K | 6.17M | -3.45K | -3.05% |
| Mar 31, 2025 | CRUMLY & ASSOCIATES INC. | 0.49% | 111.48K | 6.27M | 75.82K | +212.61% |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.49% | 111.64K | 6.28M | -714 | -0.64% |
| Mar 31, 2025 | AGF MANAGEMENT LTD | 2.53% | 571.59K | 32.16M | 12.4K | +2.22% |
| Mar 31, 2025 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.58% | 1.26M | 71.07M | 158.98K | +14.40% |
| Mar 31, 2025 | BRINKER CAPITAL INVESTMENTS, LLC | 0.21% | 46.46K | 2.61M | 66 | +0.14% |
| Mar 31, 2025 | ATLAS CAPITAL ADVISORS LLC | 0.29% | 66.15K | 3.72M | 4.73K | +7.70% |
| Mar 31, 2025 | LIDO ADVISORS, LLC | 7.9% | 1.79M | 100.57M | 78.82K | +4.61% |
| Mar 31, 2025 | UBS GROUP AG | 0.32% | 72.15K | 4.06M | 1.28K | +1.81% |
| Mar 31, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.12% | 26.66K | 1.5M | -207 | -0.77% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.22% | 49.08K | 2.76M | -281 | -0.57% |
| Mar 31, 2025 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.14% | 31.55K | 1.78M | 784 | +2.55% |
| Mar 31, 2025 | MALTIN WEALTH MANAGEMENT, INC. | 0.25% | 56.91K | 3.2M | 2.58K | +4.74% |
| Mar 31, 2025 | JANNEY MONTGOMERY SCOTT LLC | 0.26% | 57.99K | 3.26M | -6.5K | -10.08% |
| Mar 31, 2025 | SMITH, SALLEY & ASSOCIATES | 0.26% | 58.53K | 3.29M | 484 | +0.83% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.29% | 65.24K | 3.67M | 10.93K | +20.11% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.69% | 155.01K | 8.72M | -10.98K | -6.62% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.81% | 182.69K | 10.28M | 8.73K | +5.02% |
| Mar 31, 2025 | DESTINY WEALTH PARTNERS, LLC | 0.82% | 186.35K | 10.48M | 7.46K | +4.17% |
| Mar 31, 2025 | FULL SAIL CAPITAL, LLC | 1.06% | 240.52K | 13.53M | -10.33K | -4.12% |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 1.12% | 252.5K | 14.21M | -27.94K | -9.96% |
| Mar 31, 2025 | BEAUMONT CAPITAL MANAGEMENT, LLC | 0.4% | 90.46K | 5.09M | -5.84K | -6.07% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.23% | 52.84K | 2.97M | 36.86K | +230.63% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 0.8% | 181.93K | 10.24M | 53.93K | +42.13% |
| Mar 31, 2025 | VICUS CAPITAL | 1.23% | 277.5K | 15.61M | 277.5K | +100.00% |
| Mar 31, 2025 | MORGAN STANLEY | 1.79% | 406.16K | 22.85M | 24.6K | +6.45% |
| Mar 31, 2025 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 8.95% | 2.03M | 113.94M | 2.03M | +100.00% |
| Mar 31, 2025 | MECHANICS BANK TRUST DEPARTMENT | 0.11% | 24.57K | 1.38M | -1.38K | -5.31% |
| Mar 31, 2025 | MERIT FINANCIAL GROUP, LLC | 0.11% | 25.25K | 1.42M | 0 | 0 |
| Mar 31, 2025 | ATRIA WEALTH SOLUTIONS, INC. | 0.13% | 29.46K | 1.66M | 18.11K | +159.53% |
| Mar 31, 2025 | LIFEWORKS ADVISORS, LLC | 0.14% | 31.46K | 1.77M | 696 | +2.26% |
| Mar 31, 2025 | YODER WEALTH MANAGEMENT, INC. | 0.32% | 72.49K | 4.08M | 5.61K | +8.38% |
| Mar 31, 2025 | EXCHANGE CAPITAL MANAGEMENT, INC. | 0.15% | 32.95K | 1.85M | -1.14K | -3.33% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.42% | 94.47K | 5.32M | 376 | +0.40% |
| Mar 31, 2025 | KESTRA ADVISORY SERVICES, LLC | 0.67% | 150.7K | 8.48M | -18.4K | -10.88% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 1.26% | 284.08K | 15.98M | -6.07K | -2.09% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19.75% | 4.47M | 251.43M | -140.02K | -3.04% |
| Mar 31, 2025 | MARSHALL WACE, LLP | 0.1% | 23.12K | 1.3M | 15.48K | +202.87% |
| Mar 31, 2025 | 0.1% | 23.25K | 1.31M | -71 | -0.30% | |
| Mar 31, 2025 | ARKADIOS WEALTH ADVISORS | 0.1% | 23.63K | 1.33M | 19.21K | +435.20% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22.48% | 4.71M | 233.39M | 1.44M | +43.88% |
| Mar 31, 2024 | PERSONAL CFO SOLUTIONS, LLC | 0.57% | 117.69K | 5.83M | -5.68K | -4.60% |
| Mar 31, 2024 | CRUMLY & ASSOCIATES INC. | 0.58% | 119.37K | 5.92M | 106.98K | +863.43% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.71% | 149.71K | 7.42M | -33.95K | -18.48% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.92% | 191.75K | 9.5M | -3.2K | -1.64% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.95% | 199.73K | 9.9M | -70.51K | -26.09% |
| Mar 31, 2024 | MORGAN STANLEY | 1.74% | 365.05K | 18.09M | 12.42K | +3.52% |
| Mar 31, 2024 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.44% | 1.14M | 56.49M | 100.3K | +9.65% |
| Mar 31, 2024 | LIDO ADVISORS, LLC | 8.78% | 1.8M | 89.22M | 57.9K | +3.32% |
| Mar 31, 2024 | GIMBAL FINANCIAL | 0.11% | 23.54K | 1.17M | -19.5K | -45.30% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.12% | 24.12K | 1.2M | -834 | -3.34% |
| Mar 31, 2024 | MERIT FINANCIAL GROUP, LLC | 0.12% | 25.25K | 1.24M | 25.25K | +100.00% |
| Mar 31, 2024 | SNOWDEN CAPITAL ADVISORS LLC | 0.13% | 25.74K | 1.28M | 6.08K | +30.89% |
| Mar 31, 2024 | LIFEWORKS ADVISORS, LLC | 0.13% | 25.89K | 1.28M | 320 | +1.25% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 27.05K | 1.34M | 2.92K | +12.12% |
| Mar 31, 2024 | EPG WEALTH MANAGEMENT LLC | 0.13% | 26.79K | 1.33M | -888 | -3.21% |
| Mar 31, 2024 | MACQUARIE GROUP LTD | 0.17% | 35.99K | 1.78M | -3.28K | -8.34% |
| Mar 31, 2024 | EUDAIMONIA PARTNERS, LLC | 0.17% | 35.39K | 1.75M | -1.48K | -4.02% |
| Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.18% | 36.86K | 1.83M | -8.83K | -19.33% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.22% | 45.29K | 2.24M | -4.3K | -8.67% |
| Mar 31, 2024 | SMITH, SALLEY & ASSOCIATES | 0.29% | 58.85K | 2.92M | -182 | -0.31% |
| Mar 31, 2024 | WIN ADVISORS, INC | 0.29% | 59.76K | 2.96M | 59.76K | +100.00% |
| Mar 31, 2024 | JANNEY MONTGOMERY SCOTT LLC | 0.3% | 63.17K | 3.13M | 2.34K | +3.85% |
| Mar 31, 2024 | EUDAIMONIA ADVISORS LLC | 0.3% | 61.96K | 3.07M | 17.37K | +38.95% |
| Mar 31, 2024 | UBS GROUP AG | 0.32% | 66.62K | 3.3M | 260 | +0.39% |
| Mar 31, 2024 | FULL SAIL CAPITAL, LLC | 1.31% | 269.59K | 13.36M | -14.8K | -5.20% |
| Mar 31, 2024 | COLONIAL RIVER WEALTH MANAGEMENT, LLC | 0.13% | 27.32K | 1.35M | 10.89K | +66.26% |
| Mar 31, 2024 | MECHANICS BANK TRUST DEPARTMENT | 0.16% | 33.27K | 1.65M | -1.93K | -5.48% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.16% | 34.1K | 1.69M | 34.1K | +100.00% |
| Mar 31, 2024 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.17% | 34.98K | 1.73M | -3.28K | -8.58% |
| Mar 31, 2024 | INDEPENDENT ORDER OF FORESTERS | 0.18% | 35.99K | 1.78M | -3.28K | -8.34% |
| Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 0.19% | 38.81K | 1.92M | 5.89K | +17.90% |
| Mar 31, 2024 | EXCHANGE CAPITAL MANAGEMENT, INC. | 0.19% | 38.27K | 1.9M | -389 | -1.01% |
| Mar 31, 2024 | ORION PORTFOLIO SOLUTIONS, LLC | 0.23% | 47.22K | 2.34M | -24.41K | -34.08% |
| Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.25% | 51.35K | 2.55M | -3.32K | -6.08% |
| Mar 31, 2024 | MALTIN WEALTH MANAGEMENT, INC. | 0.26% | 53.06K | 2.63M | 2.14K | +4.19% |
| Mar 31, 2024 | LINCOLN NATIONAL CORP | 0.26% | 53.21K | 2.64M | -5.14K | -8.80% |
| Mar 31, 2024 | ATLAS CAPITAL ADVISORS LLC | 0.26% | 53.67K | 2.66M | 13.55K | +33.76% |
| Mar 31, 2024 | YODER WEALTH MANAGEMENT, INC. | 0.26% | 53.69K | 2.66M | 961 | +1.82% |
| Mar 31, 2024 | SOUTHERN CAPITAL ADVISORS, LLC | 0.35% | 70.84K | 3.51M | 20.87K | +41.76% |
| Mar 31, 2024 | LPL FINANCIAL LLC | 0.35% | 73.42K | 3.64M | 6.28K | +9.35% |
| Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0.36% | 73.95K | 3.67M | 48.49K | +190.47% |
| Mar 31, 2024 | AE WEALTH MANAGEMENT LLC | 0.38% | 77.38K | 3.83M | -166.94K | -68.33% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.4% | 83.25K | 4.13M | -44.88K | -35.02% |
| Mar 31, 2024 | BEAUMONT CAPITAL MANAGEMENT, LLC | 0.42% | 85.34K | 4.23M | -16.2K | -15.95% |
| Mar 31, 2024 | KESTRA ADVISORY SERVICES, LLC | 0.5% | 102.21K | 5.07M | 8.77K | +9.38% |
| Mar 31, 2024 | CONNECTUS WEALTH, LLC | 0.56% | 115.56K | 5.73M | 63.7K | +122.83% |
| Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 1.1% | 230.65K | 11.44M | -3.06K | -1.31% |
| Mar 31, 2024 | AGF MANAGEMENT LTD | 1.24% | 253.5K | 12.56M | 52.58K | +26.17% |
| Mar 31, 2024 | COMMONWEALTH EQUITY SERVICES, LLC | 1.25% | 255.75K | 12.68M | 255.75K | +100.00% |
| Mar 31, 2024 | SIGMA PLANNING CORP | 0.06% | 13.49K | 668.66K | 964 | +7.69% |
| Mar 31, 2024 | ATRIA WEALTH SOLUTIONS, INC. | 0.07% | 14.94K | 740.3K | 2.1K | +16.34% |
| Mar 31, 2024 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 0.07% | 15.27K | 756.73K | 2.04K | +15.44% |
| Mar 31, 2024 | PACIFIC SUN FINANCIAL CORP | 0.08% | 16.58K | 821.46K | -140 | -0.84% |
| Mar 31, 2024 | FIFTH THIRD SECURITIES, INC. | 0.08% | 16.59K | 821.95K | 0 | 0 |
| Mar 31, 2024 | BIRCHCREEK WEALTH MANAGEMENT, LLC | 0.09% | 18.66K | 924.8K | -385 | -2.02% |
| Mar 31, 2024 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.11% | 22.72K | 1.13M | 0 | 0 |
| Mar 31, 2024 | LYNCH & ASSOCIATES/IN | 0.11% | 22.93K | 1.14M | 1.75K | +8.24% |
| Dec 31, 2023 | SOUTHERN CAPITAL ADVISORS, LLC | 0.26% | 49.97K | 2.23M | 12K | +31.60% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.26% | 49.59K | 2.21M | 9.98K | +25.19% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 0.25% | 49.28K | 2.2M | 30.29K | +159.46% |
| Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.24% | 45.69K | 2.04M | -4.3K | -8.59% |
| Dec 31, 2023 | EUDAIMONIA ADVISORS LLC | 0.23% | 44.59K | 1.99M | -6.76K | -13.16% |
| Dec 31, 2023 | 0.22% | 43.03K | 1.92M | 43.03K | +100.00% | |
| Dec 31, 2023 | ATLAS CAPITAL ADVISORS LLC | 0.21% | 40.12K | 1.79M | 3.79K | +10.43% |
| Dec 31, 2023 | MACQUARIE GROUP LTD | 0.2% | 39.26K | 1.75M | 0 | 0 |
| Dec 31, 2023 | INDEPENDENT ORDER OF FORESTERS | 0.2% | 39.26K | 1.75M | 0 | 0 |
| Dec 31, 2023 | EXCHANGE CAPITAL MANAGEMENT, INC. | 0.2% | 38.66K | 1.72M | -451 | -1.15% |
| Dec 31, 2023 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.2% | 38.26K | 1.7M | -1.91K | -4.76% |
| Dec 31, 2023 | EUDAIMONIA PARTNERS, LLC | 0.19% | 36.87K | 1.64M | -6.5K | -14.99% |
| Dec 31, 2023 | MECHANICS BANK TRUST DEPARTMENT | 0.18% | 35.19K | 1.57M | -973 | -2.69% |
| Dec 31, 2023 | THRIVENT FINANCIAL FOR LUTHERANS | 0.17% | 32.92K | 1.47M | 17.07K | +107.69% |
| Dec 31, 2023 | LIVE OAK INVESTMENT PARTNERS | 0.14% | 28.03K | 1.25M | 9.11K | +48.13% |
| Dec 31, 2023 | EPG WEALTH MANAGEMENT LLC | 0.14% | 27.67K | 1.32M | -6.86K | -19.86% |
| Dec 31, 2023 | LIFEWORKS ADVISORS, LLC | 0.13% | 25.57K | 1.14M | -1.24K | -4.62% |
| Dec 31, 2023 | ADVISORY SERVICES NETWORK, LLC | 0.13% | 25.46K | 1.13M | 13.66K | +115.74% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.13% | 24.95K | 1.11M | 939 | +3.91% |
| Dec 31, 2023 | TWO SIGMA INVESTMENTS, LP | 0.13% | 24.4K | 1.09M | 24.4K | +100.00% |
| Dec 31, 2023 | MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.12% | 22.72K | 1.01M | -450 | -1.94% |
| Dec 31, 2023 | LYNCH & ASSOCIATES/IN | 0.11% | 21.18K | 943.51K | 1.2K | +6.02% |
| Dec 31, 2023 | SNOWDEN CAPITAL ADVISORS LLC | 0.1% | 19.67K | 876.15K | 1.44K | +7.89% |
| Dec 31, 2023 | BIRCHCREEK WEALTH MANAGEMENT, LLC | 0.1% | 19.05K | 848.36K | -3.66K | -16.13% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16.91% | 3.27M | 145.8M | -99.03K | -2.94% |
| Dec 31, 2023 | LIDO ADVISORS, LLC | 9% | 1.74M | 77.61M | 198.01K | +12.82% |
| Dec 31, 2023 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.37% | 1.04M | 46.31M | 419.41K | +67.63% |
| Dec 31, 2023 | MORGAN STANLEY | 1.82% | 352.63K | 15.71M | -13.68K | -3.74% |
| Dec 31, 2023 | FULL SAIL CAPITAL, LLC | 1.47% | 284.39K | 12.67M | -26.96K | -8.66% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 1.4% | 270.24K | 12.04M | 13.54K | +5.28% |
| Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 1.26% | 244.32K | 11.57M | -13.33K | -5.17% |
| Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 1.21% | 233.71K | 10.4M | 6.59K | +2.90% |
| Dec 31, 2023 | AGF MANAGEMENT LTD | 1.04% | 200.92K | 8.95M | 59.55K | +42.13% |
| Dec 31, 2023 | LPL FINANCIAL LLC | 0.35% | 67.14K | 2.99M | 1.97K | +3.02% |
| Dec 31, 2023 | ORION PORTFOLIO SOLUTIONS, LLC | 0.37% | 71.63K | 3.2M | 36.93K | +106.39% |
| Dec 31, 2023 | KESTRA ADVISORY SERVICES, LLC | 0.48% | 93.44K | 4.16M | -2.92K | -3.03% |
| Dec 31, 2023 | BEAUMONT CAPITAL MANAGEMENT, LLC | 0.52% | 101.54K | 4.52M | -175.99K | -63.41% |
| Dec 31, 2023 | PERSONAL CFO SOLUTIONS, LLC | 0.64% | 123.36K | 5.5M | 75.29K | +156.64% |
| Dec 31, 2023 | UBS GROUP AG | 0.34% | 66.36K | 2.96M | -994 | -1.48% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.66% | 128.13K | 5.71M | -85.77K | -40.10% |
| Dec 31, 2023 | APTUS CAPITAL ADVISORS, LLC | 0.74% | 143.98K | 6.41M | -57.32K | -28.47% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.95% | 183.66K | 8.18M | -164.77K | -47.29% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 1.01% | 194.96K | 8.68M | -7.6K | -3.75% |
| Dec 31, 2023 | JANNEY MONTGOMERY SCOTT LLC | 0.31% | 60.83K | 2.71M | -6.03K | -9.01% |
| Dec 31, 2023 | SMITH, SALLEY & ASSOCIATES | 0.31% | 59.04K | 2.63M | 63 | +0.11% |
| Dec 31, 2023 | LINCOLN NATIONAL CORP | 0.3% | 58.35K | 2.6M | 7.49K | +14.73% |
| Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.28% | 54.67K | 2.44M | 519 | +0.96% |
| Dec 31, 2023 | YODER WEALTH MANAGEMENT, INC. | 0.27% | 52.73K | 2.35M | 6.4K | +13.80% |
| Dec 31, 2023 | CONNECTUS WEALTH, LLC | 0.27% | 51.86K | 2.31M | -132.05K | -71.80% |
| Dec 31, 2023 | MALTIN WEALTH MANAGEMENT, INC. | 0.26% | 50.92K | 2.27M | -1.79K | -3.39% |