Ares Capital CorporationARCCNASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BEACON INVESTMENT ADVISORY SERVICES, INC. | -- | Dec 31, 25 | -9.84K | -- |
| Byrne Asset Management LLC | -- | Dec 31, 25 | -19 | -- |
| Kathmere Capital Management, LLC | -- | Dec 31, 25 | -16.21K | -- |
| WORLD EQUITY GROUP, INC. | -- | Dec 31, 25 | -10.70K | -- |
| MORGAN STANLEY | 17.22M | Sep 30, 25 | +1.01M | -- |
| VAN ECK ASSOCIATES CORP | 13.01M | Sep 30, 25 | -400 | -- |
| BANK OF AMERICA CORP /DE/ | 8.58M | Sep 30, 25 | -102.31K | -- |
| UBS Group AG | 7.90M | Sep 30, 25 | +836.83K | -- |
| JPMORGAN CHASE & CO | 6.23M | Sep 30, 25 | -175.48K | -- |
| Generali Asset Management SPA SGR | 5.05M | Sep 30, 25 | -- | -- |
| Legal & General Group Plc | 4.65M | Sep 30, 25 | -309.34K | -- |
| WELLS FARGO & COMPANY/MN | 4.32M | Sep 30, 25 | -12.95K | -- |
| LPL Financial LLC | 4.07M | Sep 30, 25 | +231.29K | -- |
| AMERIPRISE FINANCIAL INC | 3.79M | Sep 30, 25 | -2.33K | -- |
| ROYAL BANK OF CANADA | 3.53M | Sep 30, 25 | -49.16K | -- |
| BlackRock, Inc. | 3.24M | Sep 30, 25 | +77.71K | -- |
| RAYMOND JAMES FINANCIAL INC | 3.23M | Sep 30, 25 | +225.03K | -- |
| Advisors Capital Management, LLC | 3.14M | Sep 30, 25 | +141.69K | -- |
| Allen Investment Management LLC | 3.14M | Sep 30, 25 | +103.47K | -- |
| HighTower Advisors, LLC | 3.01M | Sep 30, 25 | +156.68K | -- |
| Invesco Ltd. | 2.76M | Sep 30, 25 | -792.77K | -- |
| CCLA Investment Management | 2.72M | Sep 30, 25 | -- | -- |
| STIFEL FINANCIAL CORP | 2.61M | Sep 30, 25 | -26.37K | -- |
| GOLDMAN SACHS GROUP INC | 2.57M | Sep 30, 25 | -472.69K | -- |
| ADVISOR GROUP HOLDINGS, INC. | 2.51M | Sep 30, 25 | +361.28K | -- |
| Sound Income Strategies, LLC | 2.48M | Sep 30, 25 | +23.99K | -- |
| TWO SIGMA ADVISERS, LP | 2.47M | Sep 30, 25 | -824.50K | -- |
| CITADEL ADVISORS LLC | 2.46M | Sep 30, 25 | +2.41M | -- |
| Evercore Wealth Management, LLC | 2.39M | Sep 30, 25 | +724.91K | -- |
| TWO SIGMA INVESTMENTS, LP | 2.26M | Sep 30, 25 | -473.78K | -- |
| OMERS ADMINISTRATION Corp | 2.21M | Sep 30, 25 | -136.81K | -- |
| Rockefeller Capital Management L.P. | 2.17M | Sep 30, 25 | +146.27K | -- |
| Progeny 3, Inc. | 2.13M | Sep 30, 25 | -- | -- |
| ARES MANAGEMENT LLC | 2.05M | Sep 30, 25 | +192.46K | -- |
| Border to Coast Pensions Partnership Ltd | 2.00M | Sep 30, 25 | +100.00K | -- |
| FMR LLC | 1.97M | Sep 30, 25 | -816.97K | -- |
| NOMURA ASSET MANAGEMENT CO LTD | 1.85M | Sep 30, 25 | +54.83K | -- |
| MARSHALL WACE, LLP | 1.81M | Sep 30, 25 | +1.81M | -- |
| Partners Group Holding AG | 1.77M | Sep 30, 25 | +80.89K | -- |
| Clearbridge Investments, LLC | 1.64M | Sep 30, 25 | +37.52K | -- |
| Muzinich & Co., Inc. | 1.64M | Sep 30, 25 | +267.06K | -- |
| Sumitomo Mitsui Trust Holdings, Inc. | 1.52M | Sep 30, 25 | +257.16K | -- |
| NORTHERN TRUST CORP | 1.42M | Sep 30, 25 | +358.13K | -- |
| Cetera Investment Advisers | 1.39M | Sep 30, 25 | +272.40K | -- |
| FRANKLIN RESOURCES INC | 1.29M | Sep 30, 25 | +264.40K | -- |
| BRUNI J V & CO /CO | 1.27M | Sep 30, 25 | -42.40K | -- |
| CI Private Wealth, LLC | 1.19M | Sep 30, 25 | +688.22K | -- |
| STEPHENS INC /AR/ | 1.17M | Sep 30, 25 | -66.49K | -- |
| McGowan Group Asset Management, Inc. | 1.17M | Sep 30, 25 | +3.47K | -- |
| Janney Montgomery Scott LLC | 1.16M | Sep 30, 25 | +213.43K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.09M | Sep 30, 25 | -71.63K | -- |
| Cambridge Investment Research Advisors, Inc. | 1.07M | Sep 30, 25 | -61.58K | -- |
| SPINNAKER TRUST | 1.03M | Sep 30, 25 | +130.60K | -- |
| Baird Financial Group, Inc. | 972.46K | Sep 30, 25 | +37.15K | -- |
| D.A. DAVIDSON & CO. | 899.93K | Sep 30, 25 | +27.21K | -- |
| Qube Research & Technologies Ltd | 893.83K | Sep 30, 25 | +577.04K | -- |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 878.80K | Sep 30, 25 | +420.73K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 862.36K | Sep 30, 25 | +66.77K | -- |
| iA Global Asset Management Inc. | 821.36K | Sep 30, 25 | +2.13K | -- |
| Melia Wealth LLC | 801.70K | Sep 30, 25 | +22.03K | -- |
| Neuberger Berman Group LLC | 783.48K | Sep 30, 25 | -38.12K | -- |
| SIGMA INVESTMENT COUNSELORS INC | 770.46K | Sep 30, 25 | +20.19K | -- |
| LSV ASSET MANAGEMENT | 750.10K | Sep 30, 25 | -443.39K | -- |
| Edgemoor Investment Advisors, Inc. | 704.04K | Sep 30, 25 | +19.17K | -- |
| BARCLAYS PLC | 701.46K | Sep 30, 25 | +174.44K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 670.39K | Sep 30, 25 | +173.23K | -- |
| MILLENNIUM MANAGEMENT LLC | 667.20K | Sep 30, 25 | +578.78K | -- |
| Naviter Wealth, LLC | 647.86K | Sep 30, 25 | -14.15K | -- |
| Lido Advisors, LLC | 624.06K | Sep 30, 25 | +35.75K | -- |
| VISTA FINANCE, LLC | 606.75K | Sep 30, 25 | +22.94K | -- |
| NAN FUNG TRINITY (HK) Ltd | 604.00K | Sep 30, 25 | -248.10K | -- |
| TECTONIC ADVISORS LLC | 598.04K | Sep 30, 25 | +62.89K | -- |
| Chicago Partners Investment Group LLC | 571.96K | Sep 30, 25 | +7.66K | -- |
| PALISADE CAPITAL MANAGEMENT, LP | 564.47K | Sep 30, 25 | -5.88K | -- |
| Baltimore-Washington Financial Advisors, Inc. | 557.49K | Sep 30, 25 | +40.84K | -- |
| TUDOR INVESTMENT CORP ET AL | 553.49K | Sep 30, 25 | +538.03K | -- |
| LGT Group Foundation | 508.91K | Sep 30, 25 | +9.82K | -- |
| Steward Partners Investment Advisory, LLC | 497.70K | Sep 30, 25 | +1.89K | -- |
| CREDIT AGRICOLE S A | 497.02K | Sep 30, 25 | +497.02K | -- |
| Enstar Group LTD | 495.11K | Sep 30, 25 | +10.59K | -- |
| WELLINGTON MANAGEMENT GROUP LLP | 490.00K | Sep 30, 25 | -- | -- |
| HRT FINANCIAL LP | 487.94K | Sep 30, 25 | -5.63K | -- |
| CIBC Private Wealth Group, LLC | 484.97K | Sep 30, 25 | +36.02K | -- |
| Kovitz Investment Group Partners, LLC | 468.69K | Sep 30, 25 | +7.13K | -- |
| Boston Partners | 458.73K | Sep 30, 25 | -8.57K | -- |
| SCS Capital Management LLC | 454.57K | Sep 30, 25 | -80.95K | -- |
| GRITSTONE ASSET MANAGEMENT LLC | 446.75K | Sep 30, 25 | +99 | -- |
| DENALI ADVISORS LLC | 446.11K | Sep 30, 25 | -117.34K | -- |
| Advisors Asset Management, Inc. | 442.88K | Sep 30, 25 | +17.34K | -- |
| Rathbones Group PLC | 438.81K | Sep 30, 25 | +93.80K | -- |
| Kestra Advisory Services, LLC | 430.84K | Sep 30, 25 | +37.24K | -- |
| Clearstead Advisors, LLC | 421.88K | Sep 30, 25 | +37.68K | -- |
| Beacon Pointe Advisors, LLC | 418.64K | Sep 30, 25 | +86.32K | -- |
| Carnegie Capital Asset Management, LLC | 410.02K | Sep 30, 25 | +14.36K | -- |
| OPPENHEIMER & CO INC | 405.11K | Sep 30, 25 | +11.49K | -- |
| MGO ONE SEVEN LLC | 405.08K | Sep 30, 25 | -4.93K | -- |
| NEW SOUTH CAPITAL MANAGEMENT INC | 386.54K | Sep 30, 25 | -4.40K | -- |
| STATE STREET CORP | 377.44K | Sep 30, 25 | +8.29K | -- |
| one8zero8, LLC | 375.20K | Sep 30, 25 | +9.20K | -- |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 370.16K | Sep 30, 25 | +200.30K | -- |
| SFMG, LLC | 365.14K | Sep 30, 25 | -111.87K | -- |
| Pathstone Holdings, LLC | 360.38K | Sep 30, 25 | +49.31K | -- |
| Mutual Advisors, LLC | 358.30K | Sep 30, 25 | -8.16K | -- |
| Private Advisor Group, LLC | 347.07K | Sep 30, 25 | +1.98K | -- |
| Mesirow Financial Investment Management, Inc. | 345.74K | Sep 30, 25 | +90.12K | -- |
| CWM, LLC | 324.24K | Sep 30, 25 | +93.00K | -- |
| Cerity Partners LLC | 322.82K | Sep 30, 25 | -60.81K | -- |
| Smith Asset Management Co., LLC | 296.52K | Sep 30, 25 | +2.34K | -- |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 290.55K | Sep 30, 25 | -20.94K | -- |
| Sargent Investment Group, LLC | 290.12K | Sep 30, 25 | -6.18K | -- |
| Foundations Investment Advisors, LLC | 286.80K | Sep 30, 25 | +23.20K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 281.24K | Sep 30, 25 | +54.19K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 275.89K | Sep 30, 25 | +69.84K | -- |
| Crestwood Advisors Group LLC | 266.69K | Sep 30, 25 | +36.36K | -- |
| EVERGREEN CAPITAL MANAGEMENT LLC | 265.19K | Sep 30, 25 | -2.73K | -- |
| Creative Planning | 264.03K | Sep 30, 25 | +2.99K | -- |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 263.43K | Sep 30, 25 | +1.81K | -- |
| Merit Financial Group, LLC | 253.00K | Sep 30, 25 | +1.04K | -- |
| Skandinaviska Enskilda Banken AB (publ) | 252.56K | Sep 30, 25 | -- | -- |
| Prairiewood Capital, LLC | 246.82K | Sep 30, 25 | +26.68K | -- |
| Challenger Wealth Management | 242.35K | Sep 30, 25 | -7.32K | -- |
| Trexquant Investment LP | 237.52K | Sep 30, 25 | +237.52K | -- |
| CONDOR CAPITAL MANAGEMENT | 230.35K | Sep 30, 25 | +4.76K | -- |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 227.84K | Sep 30, 25 | -14.61K | -- |
| NEW ENGLAND ASSET MANAGEMENT INC | 225.90K | Sep 30, 25 | -- | -- |
| Apollon Wealth Management, LLC | 222.46K | Sep 30, 25 | -10.07K | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | 215.76K | Sep 30, 25 | +37.59K | -- |
| Mariner, LLC | 211.51K | Sep 30, 25 | -8.60K | -- |
| Waverly Advisors, LLC | 204.05K | Sep 30, 25 | +4.11K | -- |
| Truvestments Capital LLC | 200.66K | Sep 30, 25 | -23.68K | -- |
| Jump Financial, LLC | 195.84K | Sep 30, 25 | +46.72K | -- |
| BLAIR WILLIAM & CO/IL | 195.41K | Sep 30, 25 | -1.98K | -- |
| AE Wealth Management LLC | 194.91K | Sep 30, 25 | +11.44K | -- |
| Erste Asset Management GmbH | 194.00K | Sep 30, 25 | -- | -- |
| Meridian Wealth Management, LLC | 192.56K | Sep 30, 25 | +5.18K | -- |
| FIRST NATIONAL TRUST CO | 191.14K | Sep 30, 25 | -- | -- |
| Clear Creek Financial Management, LLC | 190.77K | Sep 30, 25 | -735 | -- |
| Texas Capital Bank Wealth Management Services Inc | 183.26K | Sep 30, 25 | +6.63K | -- |
| CIBC WORLD MARKET INC. | 182.71K | Sep 30, 25 | +3.59K | -- |
| Cottage Street Advisors LLC | 182.53K | Sep 30, 25 | +3.52K | -- |
| Parkwood LLC | 178.40K | Sep 30, 25 | -- | -- |
| CAPTRUST FINANCIAL ADVISORS | 176.31K | Sep 30, 25 | -708 | -- |
| Joel Isaacson & Co., LLC | 174.62K | Sep 30, 25 | -19 | -- |
| SlateStone Wealth, LLC | 170.55K | Sep 30, 25 | -705 | -- |
| ICON ADVISERS INC/CO | 169.86K | Sep 30, 25 | +169.86K | -- |
| HB Wealth Management, LLC | 168.08K | Sep 30, 25 | +33.84K | -- |
| BANK OF MONTREAL /CAN/ | 167.76K | Sep 30, 25 | -739 | -- |
| Granite FO LLC | 165.51K | Sep 30, 25 | -3.70K | -- |
| M&G Plc | 165.00K | Sep 30, 25 | -139.50K | -- |
| Providence Capital Advisors, LLC | 163.73K | Sep 30, 25 | +4.78K | -- |
| Brinker Capital Investments, LLC | 161.69K | Sep 30, 25 | -3.79K | -- |
| EWG Elevate Inc. | 161.48K | Sep 30, 25 | +2.18K | -- |
| COMERICA BANK | 160.22K | Sep 30, 25 | +10.91K | -- |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 158.76K | Sep 30, 25 | +3.40K | -- |
| MARATHON CAPITAL MANAGEMENT | 157.72K | Sep 30, 25 | -3.54K | -- |
| Bank of New York Mellon Corp | 157.69K | Sep 30, 25 | +6.08K | -- |
| BBR PARTNERS, LLC | 156.21K | Sep 30, 25 | +7 | -- |
| Aquatic Capital Management LLC | 155.74K | Sep 30, 25 | +155.74K | -- |
| IHT Wealth Management, LLC | 155.37K | Sep 30, 25 | +1.55K | -- |
| Baker Avenue Asset Management, LP | 154.20K | Sep 30, 25 | +10.17K | -- |
| Uniplan Investment Counsel, Inc. | 151.29K | Sep 30, 25 | -2.94K | -- |
| U.S. Capital Wealth Advisors, LLC | 150.84K | Sep 30, 25 | +518 | -- |
| Waterloo Capital, L.P. | 150.74K | Sep 30, 25 | +5.65K | -- |
| Sigma Planning Corp | 148.26K | Sep 30, 25 | -5.04K | -- |
| Cornerstone Select Advisors, LLC | 146.10K | Sep 30, 25 | +8.00K | -- |
| BROWN, LISLE/CUMMINGS, INC. | 145.37K | Sep 30, 25 | -750 | -- |
| Banque Cantonale Vaudoise | 144.00K | Sep 30, 25 | -- | -- |
| Argent Trust Co | 138.46K | Sep 30, 25 | -504 | -- |
| BROWN ADVISORY INC | 137.57K | Sep 30, 25 | +116 | -- |
| Larson Financial Group LLC | 137.00K | Sep 30, 25 | +6.41K | -- |
| NewEdge Advisors, LLC | 134.18K | Sep 30, 25 | +3.85K | -- |
| abrdn plc | 130.32K | Sep 30, 25 | +729 | -- |
| Taylor Frigon Capital Management LLC | 129.06K | Sep 30, 25 | +2.69K | -- |
| JOHNSON INVESTMENT COUNSEL INC | 129.01K | Sep 30, 25 | +22.01K | -- |
| CreativeOne Wealth, LLC | 126.05K | Sep 30, 25 | -11.75K | -- |
| Arkadios Wealth Advisors | 126.00K | Sep 30, 25 | +2.33K | -- |
| Sunbelt Securities, Inc. | 124.47K | Sep 30, 25 | +61.45K | -- |
| TRUIST FINANCIAL CORP | 124.01K | Sep 30, 25 | +2.68K | -- |
| Intellectus Partners, LLC | 123.16K | Sep 30, 25 | +6.16K | -- |
| Brendel Financial Advisors LLC | 122.15K | Sep 30, 25 | +1.54K | -- |
| Essex Financial Services, Inc. | 118.79K | Sep 30, 25 | -1.09K | -- |
| FourThought Financial Partners, LLC | 118.57K | Sep 30, 25 | +17.51K | -- |
| Verition Fund Management LLC | 115.94K | Sep 30, 25 | +44.04K | -- |
| Newbridge Financial Services Group, Inc. | 115.58K | Sep 30, 25 | -12.39K | -- |
| Gateway Wealth Partners, LLC | 114.24K | Sep 30, 25 | +9.32K | -- |
| MAGNOLIA CAPITAL ADVISORS LLC | 113.92K | Sep 30, 25 | -1.67K | -- |
| NewEdge Wealth, LLC | 110.67K | Sep 30, 25 | +16.60K | -- |
| IEQ CAPITAL, LLC | 110.60K | Sep 30, 25 | -27.67K | -- |
| Palogic Value Management, L.P. | 109.95K | Sep 30, 25 | +1.83K | -- |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 109.75K | Sep 30, 25 | -104.78K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 107.57K | Sep 30, 25 | -3.54K | -- |
| WCG Wealth Advisors LLC | 107.14K | Sep 30, 25 | +380 | -- |
| Sculati Wealth Management, LLC | 106.97K | Sep 30, 25 | -481 | -- |
| United Advisor Group, LLC | 105.43K | Sep 30, 25 | +13.16K | -- |
| Snowden Capital Advisors LLC | 104.75K | Sep 30, 25 | +15.65K | -- |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 100.37K | Sep 30, 25 | -- | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 99.54K | Sep 30, 25 | +4.28K | -- |
| Plan Group Financial, LLC | 99.30K | Sep 30, 25 | +8.68K | -- |
| BankPlus Trust Department | 98.41K | Sep 30, 25 | +3.94K | -- |
| EAGLE GLOBAL ADVISORS LLC | 98.23K | Sep 30, 25 | +6.25K | -- |
| Texas Yale Capital Corp. | 97.47K | Sep 30, 25 | +22.93K | -- |
| Sanctuary Advisors, LLC | 96.96K | Sep 30, 25 | -144.57K | -- |
| J.W. COLE ADVISORS, INC. | 96.55K | Sep 30, 25 | -12.52K | -- |
| Atlantic Union Bankshares Corp | 95.21K | Sep 30, 25 | +6.98K | -- |
| Cubist Systematic Strategies, LLC | 94.03K | Sep 30, 25 | +94.03K | -- |
| CARDIFF PARK ADVISORS, LLC | 93.84K | Sep 30, 25 | +1.95K | -- |
| TCG Advisory Services, LLC | 92.70K | Sep 30, 25 | +26.50K | -- |
| Quantbot Technologies LP | 92.47K | Sep 30, 25 | -118.18K | -- |
| Stonebridge Financial Planning Group, LLC | 89.51K | Sep 30, 25 | -981 | -- |
| MBM Wealth Consultants, LLC | 88.82K | Sep 30, 25 | +4.11K | -- |
| Kingsview Wealth Management, LLC | 88.09K | Sep 30, 25 | +1.29K | -- |
| Savant Capital, LLC | 87.70K | Sep 30, 25 | +3.04K | -- |
| Prospera Financial Services Inc | 87.33K | Sep 30, 25 | +1.37K | -- |
| M&T BANK CORP | 86.53K | Sep 30, 25 | -- | -- |
| Brevan Howard Capital Management LP | 85.65K | Sep 30, 25 | -79.13K | -- |
| Integras Partners LLC | 84.76K | Sep 30, 25 | +5.75K | -- |
| Bank of New Hampshire | 84.06K | Sep 30, 25 | +600 | -- |
| Stiles Financial Services Inc | 83.69K | Sep 30, 25 | +10.24K | -- |
| Brown Miller Wealth Management, LLC | 83.43K | Sep 30, 25 | +2.41K | -- |
| S&T BANK/PA | 83.18K | Sep 30, 25 | -15.61K | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 82.19K | Sep 30, 25 | -4.16K | -- |
| Colony Group, LLC | 79.75K | Sep 30, 25 | +23.60K | -- |
| Ayrshire Capital Management LLC | 78.47K | Sep 30, 25 | -582 | -- |
| Mount Yale Investment Advisors, LLC | 78.08K | Sep 30, 25 | +75.00K | -- |
| MML INVESTORS SERVICES, LLC | 78.07K | Sep 30, 25 | +270 | -- |
| AQR CAPITAL MANAGEMENT LLC | 77.27K | Sep 30, 25 | +65.14K | -- |
| Register Financial Advisors LLC | 75.29K | Sep 30, 25 | +1.25K | -- |
| Global Retirement Partners, LLC | 74.72K | Sep 30, 25 | +54.27K | -- |
| Farther Finance Advisors, LLC | 73.50K | Sep 30, 25 | +23.44K | -- |
| Samalin Investment Counsel, LLC | 73.37K | Sep 30, 25 | +1.96K | -- |
| Whipplewood Advisors, LLC | 73.11K | Sep 30, 25 | +31.64K | -- |
| Summit Financial, LLC | 71.97K | Sep 30, 25 | +8.32K | -- |
| Toroso Investments, LLC | 71.39K | Sep 30, 25 | +5.10K | -- |
| Aptus Capital Advisors, LLC | 71.21K | Sep 30, 25 | +5.23K | -- |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 70.05K | Sep 30, 25 | +70.05K | -- |
| Concurrent Investment Advisors, LLC | 69.45K | Sep 30, 25 | -13.49K | -- |
| Activest Wealth Management | 68.50K | Sep 30, 25 | +12 | -- |
| NAPLES GLOBAL ADVISORS, LLC | 68.38K | Sep 30, 25 | +4.79K | -- |
| Zuckerman Investment Group, LLC | 68.02K | Sep 30, 25 | -17.00K | -- |
| Modern Wealth Management, LLC | 67.72K | Sep 30, 25 | +9.23K | -- |
| Midwest Professional Planners, LTD. | 67.63K | Sep 30, 25 | +1.86K | -- |
| Catalytic Wealth RIA, LLC | 67.61K | Sep 30, 25 | +67.61K | -- |
| Savvy Advisors, Inc. | 67.43K | Sep 30, 25 | -23.87K | -- |
| Glassy Mountain Advisors, Inc. | 67.09K | Sep 30, 25 | -4.85K | -- |
| Second Line Capital, LLC | 67.01K | Sep 30, 25 | +5.07K | -- |
| Allworth Financial LP | 66.70K | Sep 30, 25 | +2.03K | -- |
| Carnegie Lake Advisors LLC | 66.17K | Sep 30, 25 | +652 | -- |
| Western Wealth Management, LLC | 66.06K | Sep 30, 25 | +10.99K | -- |
| 1832 Asset Management L.P. | 65.59K | Sep 30, 25 | -819.27K | -- |
| Permanens Capital L.P. | 65.54K | Sep 30, 25 | +416 | -- |
| BRYN MAWR TRUST Co | 65.03K | Sep 30, 25 | -27.36K | -- |
| NATIONAL BANK OF CANADA /FI/ | 64.92K | Sep 30, 25 | -13.35K | -- |
| Bramshill Investments, LLC | 64.83K | Sep 30, 25 | -5.12K | -- |
| CASTLE WEALTH MANAGEMENT LLC | 64.39K | Sep 30, 25 | +14.39K | -- |
| Legacy Capital Wealth Partners, LLC | 64.34K | Sep 30, 25 | -423 | -- |
| DELPHI MANAGEMENT INC /MA/ | 63.95K | Sep 30, 25 | +1.26K | -- |
| Linden Thomas Advisory Services, LLC | 63.58K | Sep 30, 25 | +2.56K | -- |
| ProShare Advisors LLC | 63.46K | Sep 30, 25 | +5.47K | -- |
| CASCADE INVESTMENT GROUP, INC. | 63.45K | Sep 30, 25 | -516 | -- |
| Stratos Wealth Partners, LTD. | 62.39K | Sep 30, 25 | +3.92K | -- |
| ALBION FINANCIAL GROUP /UT | 62.31K | Sep 30, 25 | -2.29K | -- |
| ROTHSCHILD INVESTMENT LLC | 62.01K | Sep 30, 25 | +2.35K | -- |
| DUNCKER STREETT & CO INC | 61.90K | Sep 30, 25 | -904 | -- |
| Accel Wealth Management | 61.86K | Sep 30, 25 | +10.45K | -- |
| Family Management Corp | 61.74K | Sep 30, 25 | -2.35K | -- |
| PFG Advisors | 61.47K | Sep 30, 25 | +4.04K | -- |
| AssuredPartners Investment Advisors, LLC | 61.44K | Sep 30, 25 | -834 | -- |
| Ashton Thomas Private Wealth, LLC | 61.28K | Sep 30, 25 | +4.92K | -- |
| WealthPlan Investment Management, LLC | 61.26K | Sep 30, 25 | -1.02K | -- |
| Baldwin Investment Management, LLC | 60.77K | Sep 30, 25 | +6.10K | -- |
| CERTIOR FINANCIAL GROUP, LLC | 60.31K | Sep 30, 25 | -3.40K | -- |
| WEDBUSH SECURITIES INC | 60.19K | Sep 30, 25 | +760 | -- |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 59.58K | Sep 30, 25 | +35.38K | -- |
| Key Client Fiduciary Advisors, LLC | 57.91K | Sep 30, 25 | -5.82K | -- |
| Access Investment Management LLC | 57.67K | Sep 30, 25 | -- | -- |
| Geneos Wealth Management Inc. | 57.44K | Sep 30, 25 | -988 | -- |
| Parallel Advisors, LLC | 57.09K | Sep 30, 25 | +567 | -- |
| UMB Bank, n.a. | 54.37K | Sep 30, 25 | -- | -- |
| MACQUARIE GROUP LTD | 54.00K | Sep 30, 25 | -31.30K | -- |
| StoneX Group Inc. | 53.70K | Sep 30, 25 | +6.55K | -- |
| Tempus Wealth Planning, LLC | 53.64K | Sep 30, 25 | -- | -- |
| FLC Capital Advisors | 52.95K | Sep 30, 25 | -672 | -- |
| Global Wealth Management Investment Advisory, Inc. | 52.52K | Sep 30, 25 | +4.13K | -- |
| Advisory Services Network, LLC | 52.22K | Sep 30, 25 | +226 | -- |
| Strategic Wealth Partners, Ltd. | 52.10K | Sep 30, 25 | -756 | -- |
| Buckingham Strategic Partners | 51.54K | Sep 30, 25 | +30.06K | -- |
| Vantage Financial Partners, LLC | 50.58K | Sep 30, 25 | +17.56K | -- |
| Independent Wealth Network Inc. | 50.57K | Sep 30, 25 | +814 | -- |
| Beverly Hills Private Wealth, LLC | 50.50K | Sep 30, 25 | -81 | -- |
| Wealthfront Advisers LLC | 50.32K | Sep 30, 25 | +1.89K | -- |
| TEXAS CAPITAL BANCSHARES INC/TX | 50.13K | Sep 30, 25 | +5.56K | -- |
| Callodine Capital Management, LP | 50.00K | Sep 30, 25 | -50.00K | -- |
| Onyx Bridge Wealth Group LLC | 49.95K | Sep 30, 25 | +4.48K | -- |
| C2C Wealth Management, LLC | 49.85K | Sep 30, 25 | -750 | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | 49.53K | Sep 30, 25 | +49.53K | -- |
| Steel Peak Wealth Management LLC | 48.96K | Sep 30, 25 | -221 | -- |
| IFG Advisory, LLC | 48.37K | Sep 30, 25 | -2.21K | -- |
| HARBOUR INVESTMENTS, INC. | 48.33K | Sep 30, 25 | +1.59K | -- |
| COMMERCE BANK | 48.07K | Sep 30, 25 | +758 | -- |
| Inspire Advisors, LLC | 47.21K | Sep 30, 25 | +1.49K | -- |
| Ancora Advisors, LLC | 46.91K | Sep 30, 25 | -825 | -- |
| Integrated Wealth Concepts LLC | 46.76K | Sep 30, 25 | -1.29K | -- |
| Massar Capital Management, LP | 46.32K | Sep 30, 25 | +46.32K | -- |
| HBK Sorce Advisory LLC | 45.55K | Sep 30, 25 | +45.55K | -- |
| AlphaCore Capital LLC | 45.51K | Sep 30, 25 | -3.59K | -- |
| FLOYD FINANCIAL GROUP LLC | 45.29K | Sep 30, 25 | +4.47K | -- |
| SRS Capital Advisors, Inc. | 44.91K | Sep 30, 25 | +38.52K | -- |
| Balboa Wealth Partners | 44.76K | Sep 30, 25 | +559 | -- |
| US BANCORP \DE\ | 44.54K | Sep 30, 25 | +783 | -- |
| Global Assets Advisory, LLC | 44.41K | Sep 30, 25 | +8.46K | -- |
| AXA Investment Managers S.A. | 44.41K | Sep 30, 25 | +44.41K | -- |
| Westbourne Investment Advisors, Inc. | 44.20K | Sep 30, 25 | +4.80K | -- |
| Belpointe Asset Management LLC | 44.05K | Sep 30, 25 | +17.70K | -- |
| Palacios Wealth Management, LLC | 43.69K | Sep 30, 25 | +16.74K | -- |
| SIMON QUICK ADVISORS, LLC | 43.52K | Sep 30, 25 | +26.21K | -- |
| BRADLEY FOSTER & SARGENT INC/CT | 43.44K | Sep 30, 25 | +115 | -- |
| Port Capital LLC | 43.00K | Sep 30, 25 | -- | -- |
| Ausdal Financial Partners, Inc. | 42.46K | Sep 30, 25 | +1.02K | -- |
| BKM Wealth Management, LLC | 42.39K | Sep 30, 25 | +525 | -- |
| Engineers Gate Manager LP | 42.25K | Sep 30, 25 | -25.48K | -- |
| 1620 INVESTMENT ADVISORS, INC. | 41.97K | Sep 30, 25 | +382 | -- |
| Arete Wealth Advisors, LLC | 41.39K | Sep 30, 25 | +650 | -- |
| NewSquare Capital LLC | 41.23K | Sep 30, 25 | +4.16K | -- |
| Bank OZK | 41.17K | Sep 30, 25 | +3 | -- |
| MQS Management LLC | 40.38K | Sep 30, 25 | +22.03K | -- |
| Quantinno Capital Management LP | 39.89K | Sep 30, 25 | +15.13K | -- |
| Pinion Investment Advisors, LLC | 39.81K | Sep 30, 25 | +4.44K | -- |
| Koshinski Asset Management, Inc. | 39.45K | Sep 30, 25 | +359 | -- |
| IFP Advisors, Inc | 39.37K | Sep 30, 25 | -2.50K | -- |
| Monument Capital Management | 39.21K | Sep 30, 25 | +16.08K | -- |
| Hilltop Holdings Inc. | 38.41K | Sep 30, 25 | -29.02K | -- |
| Everstar Asset Management, LLC | 38.38K | Sep 30, 25 | -1.30K | -- |
| WOLVERINE TRADING, LLC | 38.24K | Sep 30, 25 | +38.24K | -- |
| Stonegate Investment Group, LLC | 38.23K | Sep 30, 25 | +6.83K | -- |
| Empowered Funds, LLC | 38.02K | Sep 30, 25 | +12.67K | -- |
| Equitable Holdings, Inc. | 37.19K | Sep 30, 25 | +3.74K | -- |
| MERIDIAN INVESTMENT COUNSEL INC. | 36.47K | Sep 30, 25 | +16.96K | -- |
| AllSquare Wealth Management LLC | 36.45K | Sep 30, 25 | -500 | -- |
| Measured Wealth Private Client Group, LLC | 35.78K | Sep 30, 25 | -808 | -- |
| LAZARD ASSET MANAGEMENT LLC | 35.63K | Sep 30, 25 | +3.00K | -- |
| Ascent Capital Management, LLC | 35.54K | Sep 30, 25 | +836 | -- |
| Cresset Asset Management, LLC | 35.41K | Sep 30, 25 | -21.02K | -- |
| Ascent Group, LLC | 34.65K | Sep 30, 25 | -- | -- |
| Watts Gwilliam & Co., LLC | 34.48K | Sep 30, 25 | +43 | -- |
| Midwest Trust Co | 34.40K | Sep 30, 25 | -2.32K | -- |
| Perigon Wealth Management, LLC | 34.15K | Sep 30, 25 | -379 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 33.84K | Sep 30, 25 | +4.47K | -- |
| Founders Financial Alliance, LLC | 33.74K | Sep 30, 25 | +9.48K | -- |
| ST GERMAIN D J CO INC | 32.78K | Sep 30, 25 | -1.00K | -- |
| Fiduciary Group LLC | 32.58K | Sep 30, 25 | +1.26K | -- |
| GUGGENHEIM CAPITAL LLC | 32.39K | Sep 30, 25 | -3.11K | -- |
| CULLEN/FROST BANKERS, INC. | 32.24K | Sep 30, 25 | -- | -- |
| ADVISORY RESEARCH INC | 32.18K | Sep 30, 25 | +392 | -- |
| Cornerstone Wealth Management, LLC | 31.96K | Sep 30, 25 | +770 | -- |
| BROWN BROTHERS HARRIMAN & CO | 31.68K | Sep 30, 25 | -- | -- |
| VERUS CAPITAL PARTNERS, LLC | 31.60K | Sep 30, 25 | -354 | -- |
| Moors & Cabot, Inc. | 31.43K | Sep 30, 25 | +174 | -- |
| Samjo Management, LLC | 31.00K | Sep 30, 25 | -- | -- |
| First Affirmative Financial Network | 30.99K | Sep 30, 25 | +7.02K | -- |
| CAPSTONE INVESTMENT ADVISORS, LLC | 30.53K | Sep 30, 25 | +30.53K | -- |
| Virtus Investment Advisers, Inc. | 30.50K | Sep 30, 25 | -76 | -- |
| Atomi Financial Group, Inc. | 30.33K | Sep 30, 25 | +657 | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | 30.13K | Sep 30, 25 | -- | -- |
| Left Brain Wealth Management, LLC | 29.89K | Sep 30, 25 | +20.09K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29.79K | Sep 30, 25 | -53.22K | -- |
| Triumph Capital Management | 29.78K | Sep 30, 25 | +924 | -- |
| Ethos Financial Group, LLC | 29.16K | Sep 30, 25 | -- | -- |
| Glenview Trust Co | 29.02K | Sep 30, 25 | +5.82K | -- |
| Canton Hathaway, LLC | 28.79K | Sep 30, 25 | -240 | -- |
| Hudson Capital Management LLC | 28.57K | Sep 30, 25 | -- | -- |
| PFG Investments, LLC | 28.54K | Sep 30, 25 | +242 | -- |
| Nicholas Hoffman & Company, LLC. | 28.37K | Sep 30, 25 | -3 | -- |
| Western Financial Corp/CA | 28.20K | Sep 30, 25 | +651 | -- |
| Navis Wealth Advisors, LLC | 28.10K | Sep 30, 25 | +643 | -- |
| Diversify Advisory Services, LLC | 27.62K | Sep 30, 25 | -641 | -- |
| AUA CAPITAL MANAGEMENT, LLC | 27.59K | Sep 30, 25 | -- | -- |
| Sage Mountain Advisors LLC | 27.51K | Sep 30, 25 | -- | -- |
| Venture Visionary Partners LLC | 26.59K | Sep 30, 25 | -210 | -- |
| Scientech Research LLC | 26.31K | Sep 30, 25 | +26.31K | -- |
| PRIVATE TRUST CO NA | 26.26K | Sep 30, 25 | -396 | -- |
| MCDONALD PARTNERS LLC | 26.03K | Sep 30, 25 | -3.85K | -- |
| Prime Capital Investment Advisors, LLC | 25.87K | Sep 30, 25 | +5.71K | -- |
| Formidable Asset Management, LLC | 25.57K | Sep 30, 25 | -483 | -- |
| Federation des caisses Desjardins du Quebec | 25.45K | Sep 30, 25 | -370 | -- |
| Pasadena Private Wealth, LLC | 25.45K | Sep 30, 25 | -16.63K | -- |
| EVOKE WEALTH, LLC | 25.32K | Sep 30, 25 | -- | -- |
| Sanibel Captiva Trust Company, Inc. | 25.30K | Sep 30, 25 | +13.30K | -- |
| WHITENER CAPITAL MANAGEMENT, INC. | 25.20K | Sep 30, 25 | +156 | -- |
| B. Riley Wealth Advisors, Inc. | 25.18K | Sep 30, 25 | -9 | -- |
| DARK FOREST CAPITAL MANAGEMENT LP | 25.03K | Sep 30, 25 | -- | -- |
| Maia Wealth LLC | 24.62K | Sep 30, 25 | +24.62K | -- |
| Valeo Financial Advisors, LLC | 24.48K | Sep 30, 25 | -3.76K | -- |
| FSA Advisors, Inc. | 24.37K | Sep 30, 25 | -- | -- |
| Amitell Capital Pte Ltd | 24.37K | Sep 30, 25 | -- | -- |
| MAI Capital Management | 24.19K | Sep 30, 25 | +5.13K | -- |
| ROMAN BUTLER FULLERTON & CO | 23.64K | Sep 30, 25 | +689 | -- |
| Trek Financial, LLC | 23.64K | Sep 30, 25 | -162 | -- |
| Resources Investment Advisors, LLC. | 23.29K | Sep 30, 25 | +3.33K | -- |
| Segment Wealth Management, LLC | 23.14K | Sep 30, 25 | +429 | -- |
| Parcion Private Wealth LLC | 22.98K | Sep 30, 25 | -- | -- |
| DCM Advisors, LLC | 22.94K | Sep 30, 25 | -410 | -- |
| VPR Management LLC | 22.77K | Sep 30, 25 | +10.27K | -- |
| OXFORD ASSET MANAGEMENT LLP | 22.65K | Sep 30, 25 | +22.65K | -- |
| Values Added Financial LLC | 22.51K | Sep 30, 25 | -1.08K | -- |
| Integrated Advisors Network LLC | 22.50K | Sep 30, 25 | +6.99K | -- |
| GENTRY PRIVATE WEALTH, LLC | 22.38K | Sep 30, 25 | +701 | -- |
| BankPlus Wealth Management LLC | 21.96K | Sep 30, 25 | +1.40K | -- |
| GRIFFIN ASSET MANAGEMENT, INC. | 21.75K | Sep 30, 25 | -46.88K | -- |
| KINGSWOOD WEALTH ADVISORS, LLC | 21.65K | Sep 30, 25 | +2.58K | -- |
| Trueblood Wealth Management, LLC | 21.56K | Sep 30, 25 | +346 | -- |
| Intrua Financial, LLC | 21.55K | Sep 30, 25 | +2.21K | -- |
| Garden State Investment Advisory Services LLC | 21.54K | Sep 30, 25 | -- | -- |
| WETHERBY ASSET MANAGEMENT INC | 21.18K | Sep 30, 25 | +7.40K | -- |
| LeClair Wealth Partners LLC | 21.09K | Sep 30, 25 | -- | -- |
| INTREPID CAPITAL MANAGEMENT INC | 20.96K | Sep 30, 25 | -- | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | 20.82K | Sep 30, 25 | +357 | -- |
| Prostatis Group LLC | 20.74K | Sep 30, 25 | -1.49K | -- |
| Prosperity Consulting Group, LLC | 20.44K | Sep 30, 25 | +428 | -- |
| EIGHT 31 FINANCIAL LLC | 20.41K | Sep 30, 25 | +467 | -- |
| Perennial Investment Advisors, LLC | 20.31K | Sep 30, 25 | -819 | -- |
| Future Financial Wealth Managment LLC | 20.30K | Sep 30, 25 | -- | -- |
| Heritage Trust Co | 20.18K | Sep 30, 25 | -- | -- |
| AdvisorNet Financial, Inc | 20.13K | Sep 30, 25 | -102.53K | -- |
| CHOREO, LLC | 20.01K | Sep 30, 25 | -348 | -- |
| PARK CIRCLE Co | 20.00K | Sep 30, 25 | -- | -- |
| AMERICAN NATIONAL BANK | 20.00K | Sep 30, 25 | +20.00K | -- |
| TCTC Holdings, LLC | 20.00K | Sep 30, 25 | -- | -- |
| CENTAURUS FINANCIAL, INC. | 19.86K | Sep 30, 25 | +5.64K | -- |
| Wealth Alliance Advisory Group, LLC | 19.85K | Sep 30, 25 | -- | -- |
| Redmond Asset Management, LLC | 19.39K | Sep 30, 25 | -- | -- |
| PCG Wealth Advisors, LLC | 19.28K | Sep 30, 25 | +643 | -- |
| Van Hulzen Asset Management, LLC | 19.20K | Sep 30, 25 | +302 | -- |
| Xcel Wealth Management, LLC | 19.12K | Sep 30, 25 | -4.14K | -- |
| FULLCIRCLE WEALTH LLC | 19.07K | Sep 30, 25 | -- | -- |
| Principal Street Partners, LLC | 18.77K | Sep 30, 25 | -1.60K | -- |
| CX Institutional | 18.63K | Sep 30, 25 | +18.52K | -- |
| Generation Capital Management LLC | 18.60K | Sep 30, 25 | -- | -- |
| Tradition Wealth Management, LLC | 18.57K | Sep 30, 25 | +141 | -- |
| Smartleaf Asset Management LLC | 18.56K | Sep 30, 25 | +18.42K | -- |
| MONECO Advisors, LLC | 18.25K | Sep 30, 25 | -3.43K | -- |
| TRUST CO OF VERMONT | 18.09K | Sep 30, 25 | -- | -- |
| NorthRock Partners, LLC | 17.96K | Sep 30, 25 | -1.33K | -- |
| Miracle Mile Advisors, LLC | 17.72K | Sep 30, 25 | +788 | -- |
| Fiduciary Alliance LLC | 17.56K | Sep 30, 25 | +328 | -- |
| J.Safra Asset Management Corp | 17.52K | Sep 30, 25 | +2.98K | -- |
| COMPASS CAPITAL CORP /MA/ /ADV | 17.20K | Sep 30, 25 | -- | -- |
| Platform Technology Partners | 17.08K | Sep 30, 25 | -- | -- |
| DeepCurrents Investment Group LLC | 17.01K | Sep 30, 25 | -- | -- |
| MRP Capital Investments, LLC | 16.93K | Sep 30, 25 | -9.80K | -- |
| SFG Wealth Management, LLC. | 16.86K | Sep 30, 25 | -16.25K | -- |
| Tyche Wealth Partners LLC | 16.78K | Sep 30, 25 | +26 | -- |
| OPTIMUM INVESTMENT ADVISORS | 16.75K | Sep 30, 25 | -- | -- |
| VestGen Advisors, LLC | 16.75K | Sep 30, 25 | +16.75K | -- |
| XML Financial, LLC | 16.65K | Sep 30, 25 | +1.35K | -- |
| HM PAYSON & CO | 16.61K | Sep 30, 25 | +10.25K | -- |
| GREAT VALLEY ADVISOR GROUP, INC. | 16.55K | Sep 30, 25 | +218 | -- |
| LexAurum Advisors, LLC | 16.52K | Sep 30, 25 | +3 | -- |
| RFG Advisory, LLC | 16.50K | Sep 30, 25 | -2.36K | -- |
| FAS Wealth Partners, Inc. | 16.45K | Sep 30, 25 | +20 | -- |
| Kentucky Trust Co | 16.34K | Sep 30, 25 | +17 | -- |
| JONES FINANCIAL COMPANIES LLLP | 16.27K | Sep 30, 25 | +1.43K | -- |
| CALTON & ASSOCIATES, INC. | 16.25K | Sep 30, 25 | +928 | -- |
| Csenge Advisory Group | 15.63K | Sep 30, 25 | -508 | -- |
| Douglass Winthrop Advisors, LLC | 15.59K | Sep 30, 25 | +2.52K | -- |
| DEUTSCHE BANK AG\ | 15.37K | Sep 30, 25 | +9 | -- |
| MBL Wealth, LLC | 15.32K | Sep 30, 25 | -3.00K | -- |
| Sowell Financial Services LLC | 15.15K | Sep 30, 25 | +225 | -- |
| Visionary Wealth Advisors | 15.14K | Sep 30, 25 | +2.78K | -- |
| Merkkuri Wealth Advisors LLC | 15.12K | Sep 30, 25 | -- | -- |
| Vestmark Advisory Solutions, Inc. | 15.09K | Sep 30, 25 | +15.09K | -- |
| D L CARLSON INVESTMENT GROUP INC | 14.99K | Sep 30, 25 | +3.07K | -- |
| Stillwater Wealth Management Group | 14.97K | Sep 30, 25 | +14.97K | -- |
| O'ROURKE & COMPANY, Inc | 14.94K | Sep 30, 25 | +189 | -- |
| BECK CAPITAL MANAGEMENT, LLC | 14.92K | Sep 30, 25 | +256 | -- |
| BARD ASSOCIATES INC | 14.87K | Sep 30, 25 | -6.51K | -- |
| Firestone Capital Management | 14.85K | Sep 30, 25 | -- | -- |
| ACORN CREEK CAPITAL LLC | 14.69K | Sep 30, 25 | +1.25K | -- |
| Castle Rock Wealth Management, LLC | 14.57K | Sep 30, 25 | +325 | -- |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14.54K | Sep 30, 25 | -581 | -- |
| SCOTIA CAPITAL INC. | 14.43K | Sep 30, 25 | -745 | -- |
| QUADRANT CAPITAL GROUP LLC | 14.21K | Sep 30, 25 | +411 | -- |
| Oregon Pacific Wealth Management, LLC | 14.18K | Sep 30, 25 | -291 | -- |
| BIP Wealth, LLC | 14.01K | Sep 30, 25 | -12.82K | -- |
| Highlander Partners, L.P. | 14.00K | Sep 30, 25 | -- | -- |
| Secure Asset Management, LLC | 13.80K | Sep 30, 25 | -- | -- |
| Paradigm Financial Partners, LLC | 13.46K | Sep 30, 25 | +13.46K | -- |
| Bridgewealth Advisory Group, LLC | 13.43K | Sep 30, 25 | +600 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.40K | Sep 30, 25 | +1.07K | -- |
| Black Swift Group, LLC | 13.35K | Sep 30, 25 | -9.15K | -- |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 13.31K | Sep 30, 25 | +317 | -- |
| Strategies Wealth Advisors, LLC | 13.30K | Sep 30, 25 | +3.57K | -- |
| Pensionmark Financial Group, LLC | 13.28K | Sep 30, 25 | +1.74K | -- |
| Vise Technologies, Inc. | 13.21K | Sep 30, 25 | -883 | -- |
| Consolidated Portfolio Review Corp | 13.20K | Sep 30, 25 | -709 | -- |
| Callahan Advisors, LLC | 13.20K | Sep 30, 25 | -4.20K | -- |
| Anfield Capital Management, LLC | 13.09K | Sep 30, 25 | +3 | -- |
| 5T Wealth, LLC | 13.04K | Sep 30, 25 | +8 | -- |
| SEVEN MILE ADVISORY | 13.00K | Sep 30, 25 | -- | -- |
| Cornerstone Advisory, LLC | 13.00K | Sep 30, 25 | -273 | -- |
| Purkiss Capital Advisors LLC | 13.00K | Sep 30, 25 | +3.00K | -- |
| NWF Advisory Services Inc. | 12.85K | Sep 30, 25 | +102 | -- |
| TRANSCEND CAPITAL ADVISORS, LLC | 12.83K | Sep 30, 25 | -- | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.69K | Sep 30, 25 | -985 | -- |
| Autumn Glory Partners, LLC | 12.54K | Sep 30, 25 | -- | -- |
| Patriot Financial Group Insurance Agency, LLC | 12.39K | Sep 30, 25 | -430 | -- |
| AIGEN INVESTMENT MANAGEMENT, LP | 12.17K | Sep 30, 25 | +12.17K | -- |
| Windsor Advisory Group, LLC | 12.14K | Sep 30, 25 | +12.14K | -- |
| FULTON BREAKEFIELD BROENNIMAN LLC | 12.13K | Sep 30, 25 | -- | -- |
| EverSource Wealth Advisors, LLC | 12.13K | Sep 30, 25 | +1.82K | -- |
| CITIGROUP INC | 11.97K | Sep 30, 25 | +5.75K | -- |
| Bison Wealth, LLC | 11.90K | Sep 30, 25 | +11.90K | -- |
| Principle Wealth Partners LLC | 11.83K | Sep 30, 25 | +123 | -- |
| Avidian Wealth Solutions, LLC | 11.77K | Sep 30, 25 | +11.77K | -- |
| BRIGHTON JONES LLC | 11.77K | Sep 30, 25 | +393 | -- |
| FORA Capital, LLC | 11.75K | Sep 30, 25 | -12.76K | -- |
| Squarepoint Ops LLC | 11.64K | Sep 30, 25 | -107.59K | -- |
| Vanguard Personalized Indexing Management, LLC | 11.63K | Sep 30, 25 | +1.45K | -- |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11.62K | Sep 30, 25 | +156 | -- |
| PROMETHIUM ADVISORS,LLC | 11.59K | Sep 30, 25 | -- | -- |
| TIAA TRUST, NATIONAL ASSOCIATION | 11.57K | Sep 30, 25 | -430 | -- |
| Koss-Olinger Consulting, LLC | 11.54K | Sep 30, 25 | -- | -- |
| Successful Portfolios LLC | 11.50K | Sep 30, 25 | +698 | -- |
| Sage Investment Counsel LLC | 11.42K | Sep 30, 25 | -- | -- |
| Summit Trail Advisors, LLC | 11.42K | Sep 30, 25 | +164 | -- |
| REDMONT WEALTH ADVISORS LLC | 11.27K | Sep 30, 25 | +410 | -- |
| Western Pacific Wealth Management, LP | 11.26K | Sep 30, 25 | -- | -- |
| MISSION WEALTH MANAGEMENT, LP | 11.21K | Sep 30, 25 | -- | -- |
| FIDUCIARY FAMILY OFFICE, LLC | 11.19K | Sep 30, 25 | -- | -- |
| KG&L Capital Management,LLC | 11.17K | Sep 30, 25 | +1.05K | -- |
| Plancorp, LLC | 11.16K | Sep 30, 25 | -- | -- |
| CHAPIN DAVIS, INC. | 11.14K | Sep 30, 25 | +1.16K | -- |
| Beaumont Financial Advisors, LLC | 11.13K | Sep 30, 25 | +162 | -- |
| Oakwell Private Wealth Management, LLC | 11.10K | Sep 30, 25 | -- | -- |
| VISTA INVESTMENT MANAGEMENT | 11.03K | Sep 30, 25 | -542 | -- |
| Accredited Investors Inc. | 10.96K | Sep 30, 25 | -- | -- |
| CWS Financial Advisors, LLC | 10.93K | Sep 30, 25 | +1.73K | -- |
| Golden State Equity Partners | 10.87K | Sep 30, 25 | +1.22K | -- |
| Sequoia Financial Advisors, LLC | 10.87K | Sep 30, 25 | +291 | -- |
| CERTUITY, LLC | 10.85K | Sep 30, 25 | -32.59K | -- |
| Alpha Omega Wealth Management LLC | 10.85K | Sep 30, 25 | +239 | -- |
| Hexagon Capital Partners LLC | 10.82K | Sep 30, 25 | +244 | -- |
| Moloney Securities Asset Management, LLC | 10.78K | Sep 30, 25 | +1.35K | -- |
| Banco Santander, S.A. | 10.78K | Sep 30, 25 | -- | -- |
| Fortis Capital Advisors, LLC | 10.68K | Sep 30, 25 | +10.68K | -- |
| Core Wealth Partners LLC | 10.68K | Sep 30, 25 | -- | -- |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 10.55K | Sep 30, 25 | +234 | -- |
| MCF Advisors LLC | 10.52K | Sep 30, 25 | +1.56K | -- |
| North Star Investment Management Corp. | 10.50K | Sep 30, 25 | -2.59K | -- |
| KLCM Advisors, Inc. | 10.37K | Sep 30, 25 | -- | -- |
| Dana Investment Advisors, Inc. | 10.32K | Sep 30, 25 | -- | -- |
| BURLING WEALTH PARTNERS, LLC | 10.29K | Sep 30, 25 | -- | -- |
| Resonant Capital Advisors, LLC | 10.25K | Sep 30, 25 | -- | -- |
| Fisher Asset Management, LLC | 10.23K | Sep 30, 25 | -8.18K | -- |
| Modera Wealth Management, LLC | 10.22K | Sep 30, 25 | -87 | -- |
| Camelot Portfolios, LLC | 10.15K | Sep 30, 25 | -54 | -- |
| SIGNATUREFD, LLC | 10.14K | Sep 30, 25 | -1.37K | -- |
| ELCO Management Co., LLC | 10.11K | Sep 30, 25 | -487 | -- |
| Annex Advisory Services, LLC | 10.07K | Sep 30, 25 | +14 | -- |
| Fountainhead AM, LLC | 10.06K | Sep 30, 25 | +332 | -- |
| Astoria Portfolio Advisors LLC. | 10.02K | Sep 30, 25 | +1.06K | -- |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10.00K | Sep 30, 25 | -625 | -- |
| Madison Park Capital Advisors, LLC | 10.00K | Sep 30, 25 | -- | -- |
| FIRST CITIZENS BANK & TRUST CO | 10.00K | Sep 30, 25 | +46 | -- |
| PharVision Advisers, LLC | 9.94K | Sep 30, 25 | +9.94K | -- |
| Wealthspire Advisors, LLC | 9.85K | Sep 30, 25 | +9.85K | -- |
| Point72 (DIFC) Ltd | 8.53K | Sep 30, 25 | +8.53K | -- |
| Hurley Capital, LLC | 7.56K | Sep 30, 25 | +141 | -- |
| ASSETMARK, INC | 7.40K | Sep 30, 25 | +3.55K | -- |
| HOLLENCREST CAPITAL MANAGEMENT | 6.74K | Sep 30, 25 | +133 | -- |
| Point72 Europe (London) LLP | 6.64K | Sep 30, 25 | +6.64K | -- |
| Anchor Investment Management, LLC | 6.56K | Sep 30, 25 | +400 | -- |
| Key FInancial Inc | 6.46K | Sep 30, 25 | -- | -- |
| FIFTH THIRD BANCORP | 5.66K | Sep 30, 25 | -- | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 5.50K | Sep 30, 25 | -2.50K | -- |
| Parkside Financial Bank & Trust | 5.37K | Sep 30, 25 | -263 | -- |
| Centennial Bank/AR/ | 4.86K | Sep 30, 25 | -- | -- |
| Orion Capital Management LLC | 4.83K | Sep 30, 25 | -1.28K | -- |
| Golden State Wealth Management, LLC | 4.63K | Sep 30, 25 | -- | -- |
| Luken Investment Analytics, LLC | 4.60K | Sep 30, 25 | -- | -- |
| Cedar Wealth Management, LLC | 4.30K | Sep 30, 25 | -- | -- |
| DELTA ASSET MANAGEMENT LLC/TN | 4.21K | Sep 30, 25 | -50 | -- |
| Heritage Wealth Advisors | 4.10K | Sep 30, 25 | -- | -- |
| Westfuller Advisors, LLC | 4.06K | Sep 30, 25 | +4.06K | -- |
| Russell Investments Group, Ltd. | 3.85K | Sep 30, 25 | +1.47K | -- |
| Ameritas Investment Partners, Inc. | 3.64K | Sep 30, 25 | -- | -- |
| PRINCIPAL SECURITIES, INC. | 3.60K | Sep 30, 25 | -294 | -- |
| Catalyst Capital Advisors LLC | 3.50K | Sep 30, 25 | -- | -- |
| SouthState Corp | 3.50K | Sep 30, 25 | -- | -- |
| TD Waterhouse Canada Inc. | 3.31K | Sep 30, 25 | -- | -- |
| Optiver Holding B.V. | 3.03K | Sep 30, 25 | +3.03K | -- |
| Bogart Wealth, LLC | 2.95K | Sep 30, 25 | -2.30K | -- |
| HUNTINGTON NATIONAL BANK | 2.91K | Sep 30, 25 | -355 | -- |
| Jefferies Financial Group Inc. | 2.90K | Sep 30, 25 | -- | -- |
| Glen Eagle Advisors, LLC | 2.89K | Sep 30, 25 | -- | -- |
| BELLEVUE ASSET MANAGEMENT, LLC | 2.60K | Sep 30, 25 | -- | -- |
| MTM Investment Management, LLC | 2.52K | Sep 30, 25 | -- | -- |
| HAZLETT, BURT & WATSON, INC. | 2.30K | Sep 30, 25 | -- | -- |
| Promus Capital, LLC | 2.18K | Sep 30, 25 | -- | -- |
| Root Financial Partners, LLC | 2.02K | Sep 30, 25 | +2.02K | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | 2.00K | Sep 30, 25 | -1.00K | -- |
| Groupe la Francaise | 1.96K | Sep 30, 25 | +1.96K | -- |
| WEBSTER BANK, N. A. | 1.82K | Sep 30, 25 | -22.93K | -- |
| Archer Investment Corp | 1.80K | Sep 30, 25 | -240 | -- |
| BI Asset Management Fondsmaeglerselskab A/S | 1.78K | Sep 30, 25 | -- | -- |
| AMERIFLEX GROUP, INC. | 1.76K | Sep 30, 25 | +1.18K | -- |
| Ronald Blue Trust, Inc. | 1.73K | Sep 30, 25 | +125 | -- |
| Harbor Asset Planning, Inc. | 1.73K | Sep 30, 25 | -- | -- |
| Frazier Financial Advisors, LLC | 1.70K | Sep 30, 25 | -- | -- |
| VSM Wealth Advisory, LLC | 1.67K | Sep 30, 25 | +22 | -- |
| Estabrook Capital Management | 1.65K | Sep 30, 25 | -- | -- |
| Quarry LP | 1.63K | Sep 30, 25 | +1.63K | -- |
| NBT BANK N A /NY | 1.53K | Sep 30, 25 | +1.53K | -- |
| Financial Gravity Asset Management, Inc. | 1.50K | Sep 30, 25 | +1.50K | -- |
| ROGCO, LP | 1.39K | Sep 30, 25 | -- | -- |
| Nemes Rush Group LLC | 1.38K | Sep 30, 25 | +32 | -- |
| Fourth Dimension Wealth, LLC | 1.37K | Sep 30, 25 | +31 | -- |
| SWAN Capital LLC | 1.33K | Sep 30, 25 | +1.33K | -- |
| SOA Wealth Advisors, LLC. | 1.31K | Sep 30, 25 | +30 | -- |
| Asset Dedication, LLC | 1.24K | Sep 30, 25 | -- | -- |
| CITY HOLDING CO | 1.23K | Sep 30, 25 | +1.00K | -- |
| McIlrath & Eck, LLC | 1.22K | Sep 30, 25 | -- | -- |
| Quest 10 Wealth Builders, Inc. | 1.22K | Sep 30, 25 | -- | -- |
| PAYDEN & RYGEL | 1.16K | Sep 30, 25 | -- | -- |
| VALLEY NATIONAL ADVISERS INC | 1.15K | Sep 30, 25 | -- | -- |
| Salomon & Ludwin, LLC | 1.12K | Sep 30, 25 | -- | -- |
| High Note Wealth, LLC | 1.11K | Sep 30, 25 | -6 | -- |
| Blume Capital Management, Inc. | 1.10K | Sep 30, 25 | -- | -- |
| Smithfield Trust Co | 1.10K | Sep 30, 25 | -- | -- |
| Pinnacle Bancorp, Inc. | 1.10K | Sep 30, 25 | -- | -- |
| Financial Management Professionals, Inc. | 1.05K | Sep 30, 25 | +24 | -- |
| Rossby Financial, LCC | 1.01K | Sep 30, 25 | -- | -- |
| Manchester Capital Management LLC | 1.00K | Sep 30, 25 | -- | -- |
| Cheviot Value Management, LLC | 1.00K | Sep 30, 25 | -- | -- |
| Community Bank, N.A. | 1.00K | Sep 30, 25 | -- | -- |
| Cypress Capital Management LLC (WY) | 1.00K | Sep 30, 25 | -- | -- |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 900 | Sep 30, 25 | -- | -- |
| Colonial Trust Co / SC | 886 | Sep 30, 25 | -63 | -- |
| MONETARY MANAGEMENT GROUP INC | 876 | Sep 30, 25 | -- | -- |
| RICHARDSON FINANCIAL SERVICES INC. | 835 | Sep 30, 25 | -- | -- |
| CGC Financial Services, LLC | 807 | Sep 30, 25 | -- | -- |
| BESSEMER GROUP INC | 766 | Sep 30, 25 | +636 | -- |
| Lowe Wealth Advisors, LLC | 729 | Sep 30, 25 | -100 | -- |
| NBC SECURITIES, INC. | 728 | Sep 30, 25 | -- | -- |
| Dunhill Financial, LLC | 719 | Sep 30, 25 | -- | -- |
| Curat Global, LLC | 710 | Sep 30, 25 | +16 | -- |
| Asset Planning,Inc | 700 | Sep 30, 25 | -- | -- |
| DT Investment Partners, LLC | 689 | Sep 30, 25 | -- | -- |
| Pathway Financial Advisers, LLC | 680 | Sep 30, 25 | +680 | -- |
| Koesten, Hirschmann & Crabtree, INC. | 629 | Sep 30, 25 | +14 | -- |
| Harel Insurance Investments & Financial Services Ltd. | 610 | Sep 30, 25 | -- | -- |
| Morse Asset Management, Inc | 600 | Sep 30, 25 | -- | -- |
| LRI Investments, LLC | 498 | Sep 30, 25 | +11 | -- |
| Capital Analysts, LLC | 468 | Sep 30, 25 | -- | -- |
| Vermillion Wealth Management, Inc. | 458 | Sep 30, 25 | -- | -- |
| FIL Ltd | 456 | Sep 30, 25 | +456 | -- |
| JNBA Financial Advisors | 440 | Sep 30, 25 | -- | -- |
| DHJJ Financial Advisors, Ltd. | 429 | Sep 30, 25 | -- | -- |
| FINANCIAL CONSULATE, INC | 402 | Sep 30, 25 | +402 | -- |
| CLEAR STREET MARKETS LLC | 400 | Sep 30, 25 | +200 | -- |
| Ameritas Advisory Services, LLC | 400 | Sep 30, 25 | -3.14K | -- |
| Luminist Capital LLC | 400 | Sep 30, 25 | -- | -- |
| Crewe Advisors LLC | 343 | Sep 30, 25 | +10 | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 340 | Sep 30, 25 | +8 | -- |
| BOKF, NA | 333 | Sep 30, 25 | +333 | -- |
| Addison Advisors LLC | 329 | Sep 30, 25 | -- | -- |
| Wealth Watch Advisors, INC | 328 | Sep 30, 25 | +328 | -- |
| West Branch Capital LLC | 274 | Sep 30, 25 | -- | -- |
| PIN OAK INVESTMENT ADVISORS INC | 270 | Sep 30, 25 | -- | -- |
| EVOLUTION WEALTH MANAGEMENT INC. | 266 | Sep 30, 25 | -333 | -- |
| DiNuzzo Private Wealth, Inc. | 230 | Sep 30, 25 | -- | -- |
| HANTZ FINANCIAL SERVICES, INC. | 220 | Sep 30, 25 | -- | -- |
| Avion Wealth | 200 | Sep 30, 25 | -- | -- |
| Fortis Group Advisors, LLC | 192 | Sep 30, 25 | -- | -- |
| Physician Wealth Advisors, Inc. | 190 | Sep 30, 25 | -- | -- |
| Costello Asset Management, INC | 190 | Sep 30, 25 | -- | -- |
| Darwin Wealth Management, LLC | 188 | Sep 30, 25 | -- | -- |
| COUNTRY TRUST BANK | 149 | Sep 30, 25 | -- | -- |
| Covestor Ltd | 117 | Sep 30, 25 | -- | -- |
| TD PRIVATE CLIENT WEALTH LLC | 105 | Sep 30, 25 | -- | -- |
| Painted Porch Advisors LLC | 100 | Sep 30, 25 | -- | -- |
| Strategic Investment Solutions, Inc. /IL | 100 | Sep 30, 25 | +100 | -- |
| Legacy Wealth Managment, LLC/ID | 89 | Sep 30, 25 | -- | -- |
| EVERMAY WEALTH MANAGEMENT LLC | 48 | Sep 30, 25 | -- | -- |
| GPS Wealth Strategies Group, LLC | 45 | Sep 30, 25 | -- | -- |
| Guerra Advisors Inc | 43 | Sep 30, 25 | +43 | -- |
| REAP Financial Group, LLC | 39 | Sep 30, 25 | -- | -- |
| Sachetta, LLC | 32 | Sep 30, 25 | -- | -- |
| Mountain Hill Investment Partners Corp. | 29 | Sep 30, 25 | -- | -- |
| Pflug Koory, LLC | 26 | Sep 30, 25 | -- | -- |
| Horizon Investments, LLC | 14 | Sep 30, 25 | -- | -- |
| Davis Capital Management | 10 | Sep 30, 25 | +10 | -- |
| Creekmur Asset Management LLC | 8 | Sep 30, 25 | -- | -- |
| PayPay Securities Corp | 1 | Sep 30, 25 | +1 | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Sep 30, 25 | -457 | -- |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | -- | Sep 30, 25 | -2.17K | -- |
| WINNOW WEALTH LLC | -- | Sep 30, 25 | -599 | -- |
| CNB Bank | -- | Sep 30, 25 | -1.62K | -- |
| ACADIAN ASSET MANAGEMENT LLC | -- | Sep 30, 25 | -1.58K | -- |
| Laidlaw Wealth Management LLC | -- | Sep 30, 25 | -10.32K | -- |
| Eagle Bay Advisors LLC | -- | Sep 30, 25 | -90.32K | -- |
| Blue Chip Partners, LLC | -- | Sep 30, 25 | -9.30K | -- |
| Freestone Grove Partners LP | -- | Sep 30, 25 | -1.13M | -- |
| LGT CAPITAL PARTNERS LTD. | -- | Sep 30, 25 | -436.50K | -- |
| JT Stratford LLC | -- | Sep 30, 25 | -16.23K | -- |
| DRW Securities, LLC | -- | Sep 30, 25 | -21.65K | -- |
| Atria Investments, Inc | -- | Sep 30, 25 | -89.25K | -- |
| WHITTIER TRUST CO | -- | Sep 30, 25 | -109.08K | -- |
| Kessler Investment Group, LLC | -- | Sep 30, 25 | -837 | -- |
| CALIBER WEALTH MANAGEMENT, LLC / KS | -- | Sep 30, 25 | -13.71K | -- |
| Bleakley Financial Group, LLC | -- | Sep 30, 25 | -10.87K | -- |
| Allie Family Office LLC | -- | Sep 30, 25 | -10.50K | -- |
| M Holdings Securities, Inc. | -- | Sep 30, 25 | -50.91K | -- |
| Jain Global LLC | -- | Sep 30, 25 | -48.00K | -- |
| Cadence Bank | -- | Sep 30, 25 | -9.27K | -- |
| Mandatum Life Insurance Co Ltd | -- | Sep 30, 25 | -24.30K | -- |
| Spears Abacus Advisors LLC | -- | Sep 30, 25 | -9.62K | -- |
| Putney Financial Group LLC | -- | Sep 30, 25 | -300 | -- |
| CARY STREET PARTNERS FINANCIAL LLC | -- | Sep 30, 25 | -13.26K | -- |
| Tradewinds, LLC. | -- | Sep 30, 25 | -15.12K | -- |
| Tower Research Capital LLC (TRC) | -- | Sep 30, 25 | -1.12K | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Sep 30, 25 | -150.65K | -- |
| Meridian Wealth Advisors, LLC | -- | Sep 30, 25 | -13.50K | -- |
| GSA CAPITAL PARTNERS LLP | -- | Sep 30, 25 | -9.12K | -- |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | -- | Sep 30, 25 | -58.84K | -- |
| GHP Investment Advisors, Inc. | -- | Sep 30, 25 | -1.10K | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -238 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 25 | -3.80K | -- |
| Virtu Financial LLC | -- | Sep 30, 25 | -23.64K | -- |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | -- | Sep 30, 25 | -170 | -- |
| SIMPLEX TRADING, LLC | -- | Sep 30, 25 | -2.46K | -- |
| ATWOOD & PALMER INC | -- | Sep 30, 25 | -245 | -- |
| ALERUS FINANCIAL NA | -- | Sep 30, 25 | -2.12K | -- |
| CTC Alternative Strategies, Ltd. | -- | Sep 30, 25 | -13.40K | -- |
| Morningstar Investment Management LLC | -- | Sep 30, 25 | -20.88K | -- |
| GRIMES & COMPANY, INC. | -- | Sep 30, 25 | -14.50K | -- |
| Whitaker-Myers Wealth Managers, LTD. | -- | Sep 30, 25 | -15.43K | -- |
| Mid-American Wealth Advisory Group, Inc. | -- | Sep 30, 25 | -27 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Sep 30, 25 | -758.94K | -- |
| Siligmueller & Norvid Wealth Advisors LLC | -- | Sep 30, 25 | -10.20K | -- |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | -- | Sep 30, 25 | -94.09K | -- |
| Beaird Harris Wealth Management, LLC | -- | Sep 30, 25 | -135 | -- |
| PDS Planning, Inc | -- | Sep 30, 25 | -19.90K | -- |
| Garde Capital, Inc. | -- | Sep 30, 25 | -286 | -- |
| TSFG, LLC | -- | Sep 30, 25 | -362 | -- |
| McElhenny Sheffield Capital Management, LLC | -- | Sep 30, 25 | -20.05K | -- |
| OLD MISSION CAPITAL LLC | -- | Sep 30, 25 | -22.42K | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -10.01K | -- |
| Verdence Capital Advisors LLC | -- | Sep 30, 25 | -10.83K | -- |
| AXA S.A. | -- | Sep 30, 25 | -43.16K | -- |
| Prossimo Advisors, LLC | -- | Sep 30, 25 | -12.07K | -- |
| Capital Management Associates, Inc | -- | Sep 30, 25 | -10.07K | -- |
| Beacon Capital Management, LLC | -- | Sep 30, 25 | -8.27K | -- |
| PINNACLE FINANCIAL PARTNERS INC | -- | Sep 30, 25 | -9.16K | -- |
| Bank Julius Baer & Co. Ltd, Zurich | -- | Sep 30, 25 | -4.79K | -- |
| Kingstone Capital Partners Texas, LLC | -- | Sep 30, 25 | -43.82M | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Sep 30, 25 | -52.50K | -- |
| QRG CAPITAL MANAGEMENT, INC. | -- | Sep 30, 25 | -9.25K | -- |
| Security National Bank | -- | Sep 30, 25 | -3.47K | -- |
| Kestra Investment Management, LLC | -- | Sep 30, 25 | -255 | -- |
| Round Rock Advisors, LLC | -- | Sep 30, 25 | -178.71K | -- |
| UNIVEST FINANCIAL Corp | -- | Sep 30, 25 | -9.46K | -- |
| Cape Investment Advisory, Inc. | -- | Sep 30, 25 | -250 | -- |
| FSC Wealth Advisors, LLC | -- | Sep 30, 25 | -5.83K | -- |
| Accordant Advisory Group Inc | -- | Sep 30, 25 | -599 | -- |
| FIRST TRUST ADVISORS LP | -- | Sep 30, 25 | -9.98K | -- |
| Transce3nd, LLC | -- | Sep 30, 25 | -81.01K | -- |
| Marble Harbor Investment Counsel, LLC | -- | Sep 30, 25 | -9.55K | -- |
| TCW GROUP INC | -- | Sep 30, 25 | -132.28K | -- |
| TOTAL INVESTMENT MANAGEMENT INC | -- | Sep 30, 25 | -1 | -- |
| Clare Market Investments LLC | -- | Sep 30, 25 | -9.24K | -- |
| Laurel Wealth Advisors LLC | -- | Sep 30, 25 | -40.30K | -- |
| Northeast Financial Consultants Inc | 748.80K | Jun 30, 25 | -108.61K | -- |
| Congress Wealth Management LLC / DE / | 579.32K | Jun 30, 25 | +155.48K | -- |
| Graypoint LLC | 481.25K | Jun 30, 25 | +40.92K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 217.21K | Jun 30, 25 | +31.14K | -- |
| Wambolt & Associates, LLC | 201.71K | Jun 30, 25 | -13.54K | -- |
| Copperwynd Financial, LLC | 158.17K | Jun 30, 25 | -1.56K | -- |
| TFG Advisers LLC | 64.37K | Jun 30, 25 | +2.51K | -- |
| Financial Gravity Companies, Inc. | 63.05K | Jun 30, 25 | +63.05K | -- |
| First National Bank of Mount Dora, Trust Investment Services | 46.00K | Jun 30, 25 | -- | -- |
| Atria Wealth Solutions, Inc. | 37.71K | Jun 30, 25 | -107.50K | -- |
| Aurora Private Wealth, Inc. | 28.98K | Jun 30, 25 | +436 | -- |
| Tyler-Stone Wealth Management | 13.93K | Jun 30, 25 | +265 | -- |
| First Horizon Advisors, Inc. | 6.01K | Jun 30, 25 | +2.58K | -- |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4.28K | Jun 30, 25 | +4.28K | -- |
| WFA of San Diego, LLC | 1.65K | Jun 30, 25 | +1.65K | -- |
| MONTAG & CALDWELL, LLC | 1.50K | Jun 30, 25 | -- | -- |
| Centricity Wealth Management, LLC | 500 | Jun 30, 25 | -- | -- |
| Evolution Advisers, Inc. | 318 | Jun 30, 25 | -- | -- |
| Legacy Investment Solutions, LLC | 89 | Jun 30, 25 | +89 | -- |
| Boreal Capital Management LLC | 32 | Jun 30, 25 | +32 | -- |
| EP Wealth Advisors, LLC | -- | Jun 30, 25 | -14.24K | -- |
| Iron Horse Wealth Management, LLC | -- | Jun 30, 25 | -33 | -- |
| Wealth Group, Ltd. | -- | Jun 30, 25 | -9.45K | -- |
| Nebula Research & Development LLC | -- | Jun 30, 25 | -167.27K | -- |
| Orion Portfolio Solutions, LLC | 187.47K | Mar 31, 25 | -5.33K | -- |
| BluePointe Capital Management, LLC | 139.39K | Mar 31, 25 | +26.96K | -- |
| Cutter & CO Brokerage, Inc. | 67.16K | Mar 31, 25 | +3.92K | -- |
| Sheaff Brock Investment Advisors, LLC | 56.78K | Mar 31, 25 | +594 | -- |
| Delta Financial Group, Inc. | 32.66K | Mar 31, 25 | +1.55K | -- |
| Lindbrook Capital, LLC | 8.71K | Mar 31, 25 | -8.32K | -- |
| Sandy Spring Bank | 6.77K | Mar 31, 25 | +2.77K | -- |
| Lane & Associates LLC | -- | Mar 31, 25 | -8.89K | -- |
| GLENMEDE TRUST CO NA | -- | Mar 31, 25 | -9.50K | -- |
| Edge Capital Group, LLC | 502.51K | Dec 31, 24 | -- | -- |
| Fernwood Investment Management, LLC | 232.58K | Dec 31, 24 | +1.72K | -- |
| LAKE STREET ADVISORS GROUP, LLC | 14.00K | Dec 31, 24 | -- | -- |
| WINTRUST INVESTMENTS LLC | 3.62K | Dec 31, 24 | -1.40K | -- |
| AlphaMark Advisors, LLC | 1.28K | Dec 31, 24 | +28 | -- |
| Householder Group Estate & Retirement Specialist, LLC | 900 | Dec 31, 24 | -- | -- |
| Cassady Schiller Wealth Management, LLC | 790 | Dec 31, 24 | -- | -- |
| WR Wealth Planners, LLC | 500 | Dec 31, 24 | -- | -- |
| Sanctuary Wealth Management, L.L.C. | -- | Dec 31, 24 | -6.05K | -- |
| Merriman Wealth Management, LLC | -- | Dec 31, 24 | -32.33K | -- |
| RAYMOND JAMES & ASSOCIATES | 964.64K | Sep 30, 24 | +103.05K | -- |
| Raymond James Financial Services Advisors, Inc. | 690.53K | Sep 30, 24 | +65.31K | -- |
| CHARTWELL INVESTMENT PARTNERS, LLC | 615.49K | Sep 30, 24 | -5.72K | -- |
| FORT PITT CAPITAL GROUP, LLC | 238.63K | Sep 30, 24 | +19.62K | -- |
| SpiderRock Advisors, LLC | 134.31K | Sep 30, 24 | +71.40K | -- |
| Axiom Advisory, LLC | 49.87K | Sep 30, 24 | +1.90K | -- |
| RAYMOND JAMES TRUST N.A. | 36.03K | Sep 30, 24 | +10.86K | -- |
| All Season Financial Advisors, Inc. | 33.53K | Sep 30, 24 | -182 | -- |
| M&R CAPITAL MANAGEMENT INC | 21.94K | Sep 30, 24 | +240 | -- |
| Argent Financial Group, Inc. | 20.18K | Sep 30, 24 | +20.18K | -- |
| CIC Wealth, LLC | 14.46K | Sep 30, 24 | -- | -- |
| FinTrust Capital Advisors, LLC | 1.16K | Sep 30, 24 | +1.16K | -- |
| nVerses Capital, LLC | -- | Sep 30, 24 | -1.70K | -- |
| BlackRock Inc. | 1.83M | Jun 30, 24 | +53.76K | -- |
| MCKINLEY CAPITAL MANAGEMENT LLC | 620.16K | Jun 30, 24 | +36.65K | -- |
| EMFO, LLC | 417.76K | Jun 30, 24 | -8.30K | -- |
| Greenwich Investment Management, Inc. | 392.52K | Jun 30, 24 | -26.49K | -- |
| Pearl River Capital, LLC | 124.85K | Jun 30, 24 | +124.85K | -- |
| HYMAN CHARLES D | 18.01K | Jun 30, 24 | +300 | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 9.33K | Jun 30, 24 | +297 | -- |
| ICA Group Wealth Management, LLC | 5.45K | Jun 30, 24 | +300 | -- |
| PAYDEN & RYGEL INVESTMENT GROUP | 1.16K | Jun 30, 24 | -- | -- |
| JANICZEK WEALTH MANAGEMENT, LLC | 85 | Jun 30, 24 | -- | -- |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -35.60K | -- |
| CREDIT SUISSE AG/ | 698.67K | Mar 31, 24 | +255.89K | -- |
| Cetera Advisors LLC | 378.05K | Mar 31, 24 | +133.76K | -- |
| Cetera Advisor Networks LLC | 238.41K | Mar 31, 24 | +31.46K | -- |
| Cubic Asset Management, LLC | 149.12K | Mar 31, 24 | +50 | -- |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 75.25K | Mar 31, 24 | -1.32K | -- |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 55.52K | Mar 31, 24 | +14 | -- |
| Connectus Wealth, LLC | 46.28K | Mar 31, 24 | +6.28K | -- |
| Highlander Capital Management, LLC | 23.13K | Mar 31, 24 | -1.75K | -- |
| Retirement Group, LLC | 3.05K | Mar 31, 24 | +2.08K | -- |
| CAMBRIDGE TRUST CO | -- | Mar 31, 24 | -500 | -- |
| Cipher Capital LP | -- | Mar 31, 24 | -14.02K | -- |
| PUTNAM INVESTMENTS LLC | 211.37K | Dec 31, 23 | +43.28K | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 189.19K | Dec 31, 23 | +189.19K | -- |
| StrategIQ Financial Group, LLC | 71.68K | Dec 31, 23 | -3.28K | -- |
| DFPG INVESTMENTS, LLC | 18.93K | Dec 31, 23 | -2.89K | -- |
| TELEMUS CAPITAL, LLC | 12.35K | Dec 31, 23 | -750 | -- |
| Baystate Wealth Management LLC | 512 | Dec 31, 23 | +512 | -- |
| PROVENCE WEALTH MANAGEMENT GROUP | 47 | Dec 31, 23 | -- | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 897.57K | Sep 30, 23 | -3.17K | -- |
| PATHSTONE FAMILY OFFICE, LLC | 166.95K | Sep 30, 23 | +130.77K | -- |
| Golden Green, Inc. | 97.27K | Sep 30, 23 | +2.37K | -- |
| Financial Advantage, Inc. | 80.02K | Sep 30, 23 | -52.89K | -- |
| ROTHSCHILD INVESTMENT CORP /IL | 58.10K | Sep 30, 23 | +8.15K | -- |
| Claybrook Capital, LLC | 57.56K | Sep 30, 23 | -- | -- |
| Johnson Midwest Financial, LLC | 20.68K | Sep 30, 23 | +200 | -- |
| Samjo Capital LLC | 15.00K | Sep 30, 23 | +15.00K | -- |
| Sutton Wealth Advisors Inc. | 21 | Sep 30, 23 | +1 | -- |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -73.01K | -- |
| Intercontinental Wealth Advisors, LLC | 80.53K | Jun 30, 23 | -10.24K | -- |
| NEIRG Wealth Management, LLC | 53.04K | Jun 30, 23 | -5.52K | -- |
| Veritable, L.P. | 44.28K | Jun 30, 23 | +295 | -- |
| AJ WEALTH STRATEGIES, LLC | 36.54K | Jun 30, 23 | +272 | -- |
| Ten Capital Wealth Advisors, LLC | 21.55K | Jun 30, 23 | +3.10K | -- |
| Cowen Prime Advisors LLC | 15.00K | Jun 30, 23 | -- | -- |
| Ulrich Consultants & Investment Group, LLC | 14.00K | Jun 30, 23 | -3.09K | -- |
| Endurance Wealth Management, Inc. | 5.24K | Jun 30, 23 | -- | -- |
| BDO Wealth Advisors, LLC | 122 | Jun 30, 23 | -- | -- |
| MCMILLION CAPITAL MANAGEMENT INC | 96 | Jun 30, 23 | +96 | -- |
| BerganKDV Wealth Management, LLC | 10 | Jun 30, 23 | -- | -- |
| Domani Wealth, LLC | 147.59K | Mar 31, 23 | -- | -- |
| Kula Investments, LLC | 87.32K | Mar 31, 23 | +87.32K | -- |
| Ahrens Investment Partners LLC | 14.52K | Mar 31, 23 | -242 | -- |
| Lee Capital Holdings LLC | 182.50K | Dec 31, 22 | -- | -- |
| Claraphi Advisory Network, LLC | 21.77K | Dec 31, 22 | +11.40K | -- |
| Capital Financial Services, LLC | 14.25K | Dec 31, 22 | -40 | -- |
| Gyon Technologies Capital Management, LP | -- | Dec 31, 22 | -19.84K | -- |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 57.21K | Sep 30, 22 | +15.67K | -- |
| Jefferies Group LLC | 47.15K | Sep 30, 22 | -39.29K | -- |
| CPWM, LLC | 46.19K | Sep 30, 22 | -1.70K | -- |
| ROOSEVELT INVESTMENT GROUP LLC | 40.45K | Sep 30, 22 | +1.64K | -- |
| REGENTATLANTIC CAPITAL LLC | 31.45K | Sep 30, 22 | +1.77K | -- |
| Kore Private Wealth LLC | 31.35K | Sep 30, 22 | -9.64K | -- |
| FourThought Financial, LLC | 23.29K | Sep 30, 22 | -2.30K | -- |
| WESTERN FINANCIAL Corp | 21.29K | Sep 30, 22 | +524 | -- |
| American Portfolios Advisors | 21.08K | Sep 30, 22 | -4.71K | -- |
| Doyle Wealth Management | 18.36K | Sep 30, 22 | +1.50K | -- |
| CADENCE BANK NA | 10.51K | Sep 30, 22 | +259 | -- |
| Surevest, LLC | 7.07K | Sep 30, 22 | +7.07K | -- |
| WIPFLI FINANCIAL ADVISORS LLC, | 5.59K | Sep 30, 22 | +5.59K | -- |
| Covington Capital Management | 4.04K | Sep 30, 22 | +1.90K | -- |
| ACG Wealth | -- | Sep 30, 22 | -259 | -- |
| Farmer Steven Patrick | 4.42M | Jun 30, 22 | +4.42M | -- |
| NTB Financial Corp | 100.85K | Jun 30, 22 | +4.88K | -- |
| B. Riley Wealth Management, Inc. | 60.43K | Jun 30, 22 | +27.62K | -- |
| Fieldpoint Private Securities, LLC | 16.00K | Jun 30, 22 | +12.41K | -- |
| Frontier Wealth Management LLC | 12.97K | Jun 30, 22 | -- | -- |
| Corbenic Partners LLC | 1.00K | Jun 30, 22 | -- | -- |
| Urban Wealth Management, LLC | 750 | Jun 30, 22 | +750 | -- |
| Lake Point Wealth Management | 100 | Jun 30, 22 | -- | -- |
| BIVIN & ASSOCIATES, INC. | -- | Jun 30, 22 | -50 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 106.89K | Mar 31, 22 | +1.57K | -- |
| Midwest Wealth Management Inc. | 94.26K | Mar 31, 22 | +3.81K | -- |
| BREITER CAPITAL MANAGEMENT INC | 24.29K | Mar 31, 22 | +24.29K | -- |
| AMERICAN NATIONAL INSURANCE CO | 16.20K | Mar 31, 22 | -- | -- |
| American National Registered Investment Advisor, Inc. | 16.20K | Mar 31, 22 | -- | -- |
| Nauset Wealth Management. LLC | 3.30K | Mar 31, 22 | +3.30K | -- |
| Lenox Wealth Advisors, LLC | 2.02K | Mar 31, 22 | -- | -- |
| KINGS POINT CAPITAL MANAGEMENT | 1.02K | Mar 31, 22 | -- | -- |
| Barrett Asset Management, LLC | -- | Mar 31, 22 | -400 | -- |
| Grace Capital | 78.50K | Dec 31, 21 | -20.00K | -- |
| Crescent Capital Consulting, LLC | 40.11K | Dec 31, 21 | +14 | -- |
| Biltmore Capital Advisors LLC | 11.00K | Dec 31, 21 | +11.00K | -- |
| Carroll Financial Associates, Inc. | 5.98K | Dec 31, 21 | -- | -- |
| NEXT Financial Group, Inc | 4.95K | Dec 31, 21 | +1.14K | -- |
| Homrich & Berg | 193.17K | Sep 30, 21 | -12.03K | -- |
| Berman Capital Advisors, LLC | 3.50K | Sep 30, 21 | -- | -- |
| Sonora Investment Management, LLC | 2.00K | Sep 30, 21 | +2.00K | -- |
| SageGuard Financial Group, LLC | -- | Sep 30, 21 | -27.68K | -- |
| BEL AIR INVESTMENT ADVISORS LLC | 41.00K | Jun 30, 21 | -- | -- |
| Pinnacle Wealth Advisors | 22.56K | Jun 30, 21 | +22.56K | -- |
| Cowen Prime Services LLC | 15.00K | Jun 30, 21 | -- | -- |
| Lighthouse Financial Advisors, Inc. | 112.94K | Mar 31, 21 | +21.17K | -- |
| GLOBAL STRATEGIC MANAGEMENT INC | 171.60K | Dec 31, 20 | +1.77K | -- |
| Aperio Group, LLC | 102.18K | Dec 31, 20 | +10.52K | -- |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 35.30K | Dec 31, 20 | +15.50K | -- |
| Winslow, Evans & Crocker, Inc. | 6.72K | Dec 31, 20 | +398 | -- |
| Reby Advisors, LLC | 4.03K | Dec 31, 20 | +4.03K | -- |
| NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 590.63K | Sep 30, 20 | -- | -- |
| RESOURCE AMERICA, INC. | 361.12K | Sep 30, 20 | -- | -- |
| Polar Capital LLP | 254.89K | Sep 30, 20 | -2.61K | -- |
| First Allied Advisory Services, Inc. | 195.32K | Sep 30, 20 | +5.98K | -- |
| Kavar Capital Partners, LLC | 42.40K | Sep 30, 20 | +1.00K | -- |
| FCG ADVISORS, LLC | 11.60K | Sep 30, 20 | +297 | -- |
| Partnervest Advisory Services LLC | 10.35K | Sep 30, 20 | +27 | -- |
| FRONTIER INVESTMENT MGMT CO | 1.60M | Jun 30, 20 | +185.59K | -- |
| Lenox Wealth Management, Inc. | 2.50K | Jun 30, 20 | -- | -- |
| NumerixS Investment Technologies Inc | -- | Jun 30, 20 | -11.80K | -- |
| Willingdon Wealth Management | 676 | Mar 31, 20 | -117.29K | -- |
| Advisor Group, Inc. | 387.99K | Dec 31, 19 | -66.34K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 263.14K | Dec 31, 19 | +21.93K | -- |
| Crow Point Partners, LLC | 21.52K | Dec 31, 19 | +21.52K | -- |
| BB&T SECURITIES, LLC | 313.33K | Sep 30, 19 | +6.54K | -- |
| SUNTRUST BANKS INC | 33.40K | Sep 30, 19 | +1.88K | -- |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 19 | -16.23K | -- |
| HL FINANCIAL SERVICES LLC | 246.17K | Mar 31, 19 | +8.63K | -- |
| Bristol Advisors, LLC | 120.50K | Mar 31, 19 | +120.50K | -- |
| RELIANCE TRUST CO OF DELAWARE | 20.10K | Mar 31, 19 | -- | -- |
| BALTIMORE CAPITAL MANAGEMENT, INC | 11.00K | Mar 31, 19 | +11.00K | -- |
| NEXT Financial Holdings | 3.89K | Mar 31, 19 | +3.89K | -- |
| WealthTrust Fairport, LLC | 300 | Mar 31, 19 | +300 | -- |
| Nuveen Fund Advisors, LLC | -- | Mar 31, 19 | -24.22K | -- |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 30.60K | Dec 31, 18 | -- | -- |
| Horizon Kinetics LLC | 10.68K | Dec 31, 18 | -11.51K | -- |
| Palo Capital, Inc. | 10.20K | Dec 31, 18 | -10.32K | -- |
| WealthTrust-Arizona, LLC | 1.67K | Dec 31, 18 | +281 | -- |
| BREMER TRUST NATIONAL ASSOCIATION | 806 | Dec 31, 18 | +806 | -- |
| Watermark Asset Management, Inc. | 81 | Dec 31, 18 | -- | -- |
| Financial Gravity Companies, Inc. | 12 | Dec 31, 18 | +12 | -- |
| COMERICA SECURITIES INC | -- | Dec 31, 18 | -199.77K | -- |
| CUE ADVISORY SERVICES, INC. | 47.42K | Sep 30, 18 | -1.68K | -- |
| Ironsides Partners LLC | -- | Sep 30, 18 | -700.00K | -- |
| PENN MUTUAL LIFE INSURANCE CO | 623.00K | Jun 30, 18 | -125.00K | -- |
| Global X Management CO LLC | 16.96K | Jun 30, 18 | +892 | -- |
| Boulegeris Investments, Inc. | 15.89K | Jun 30, 18 | +11 | -- |
| PEAK6 Group LLC | 14.65K | Jun 30, 18 | +10.74K | -- |
| Edge Advisors, LLC | 1.31K | Jun 30, 18 | -1.50K | -- |
| Lee Capital Management LP | 100.00K | Mar 31, 18 | -- | -- |
| SILVER CAPITAL MANAGEMENT LLC | 78.58K | Mar 31, 18 | +1.00K | -- |
| DREMAN VALUE MANAGEMENT, L L C | 15.67K | Mar 31, 18 | -- | -- |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -794 | -- |
| COLUMBIA WANGER ASSET MANAGEMENT LLC | 2.55M | Dec 31, 17 | +295.48K | -- |
| IFC Holdings Incorporated/FL | -- | Dec 31, 17 | -41.46K | -- |
| DAVIDSON & GARRARD INC | 92.48K | Sep 30, 17 | -7.50K | -- |
| SPOT TRADING L.L.C. | 51.14K | Sep 30, 17 | +43.95K | -- |
| PRIVATE CAPITAL MANAGEMENT INC | 17.60K | Sep 30, 17 | -- | -- |
| Commonwealth Equity Services, Inc | 309.13K | Jun 30, 17 | +13.84K | -- |
| RAIFF PARTNERS INC | 150.00K | Jun 30, 17 | -105.00K | -- |
| Geneva Advisors, LLC | 114.67K | Jun 30, 17 | +18.63K | -- |
| Airain ltd | 60.11K | Jun 30, 17 | -48.54K | -- |
| Ranger International Management, LP | 32.43K | Jun 30, 17 | -3.04K | -- |
| WFG Advisors, LP | 23.05K | Jun 30, 17 | -8.88K | -- |
| Virtu KCG Holdings LLC | 15.11K | Jun 30, 17 | -38.17K | -- |
| TRENT CAPITAL MANAGEMENT INC /NC/ | 13.22K | Jun 30, 17 | +13.22K | -- |
| 1st Global Advisors, Inc. | 12.36K | Jun 30, 17 | +3 | -- |
| EDGE ASSET MANAGEMENT, INC | 3.51M | Mar 31, 17 | +92.63K | -- |
| LOMBARDIA CAPITAL PARTNERS LLC | 129.86K | Mar 31, 17 | -562.10K | -- |
| TIAA CREF TRUST CO FSB/MO | 59.55K | Mar 31, 17 | +59.55K | -- |
| FIRST FINANCIAL EQUITY CORPORATION | 14.18K | Mar 31, 17 | +14.18K | -- |
| Spot Trading L.L.C | 6.63K | Mar 31, 17 | +6.63K | -- |
| BlackRock Group LTD | 1.52M | Dec 31, 16 | +428.11K | -- |
| PVG Asset Management | 239.87K | Dec 31, 16 | +239.87K | -- |
| INTEGRATED WEALTH COUNSEL, LLC | 109.05K | Dec 31, 16 | -5.64K | -- |
| MSI Financial Services Inc | 59.62K | Dec 31, 16 | -813 | -- |
| BlackRock Investment Management, LLC | 43.64K | Dec 31, 16 | -8.74K | -- |
| CenterStar Fund, LLC | 1.48K | Dec 31, 16 | +1.48K | -- |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 255.36K | Sep 30, 16 | +28.38K | -- |
| Boyle Capital Management, L.L.C. | 44.44K | Sep 30, 16 | +341 | -- |
| Emerald Acquisition Ltd. | 7.87K | Sep 30, 16 | -5.86K | -- |
| WESTPORT RESOURCES MANAGEMENT INC | 1.60K | Sep 30, 16 | -19.36K | -- |
| SOCIETE GENERALE | 98.22K | Jun 30, 16 | +98.22K | -- |
| Investors Capital Advisory Services | 50.96K | Jun 30, 16 | -1.05K | -- |
| VSR Financial Services, Inc. | 39.28K | Jun 30, 16 | -28.73K | -- |
| FIRST NIAGARA BANK | 37.00K | Jun 30, 16 | -- | -- |
| Lebenthal Holdings,LLC | 10.50K | Jun 30, 16 | -5.90K | -- |
| BHF Kleinwort Benson Group S.A. | 17.14K | Mar 31, 16 | -68.47K | -- |
| RUSSELL FRANK CO/ | 13.73K | Mar 31, 16 | -9.97K | -- |
| Gupta Wealth Management LLC | 2.35K | Mar 31, 16 | -- | -- |
| TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 292.96K | Dec 31, 15 | -146.38K | -- |
| CURIAN CAPITAL LLC | 19.08K | Dec 31, 15 | -34.02K | -- |
| Pinnacle Summer Investments, Inc. | 325 | Dec 31, 15 | -3.85K | -- |
| CITY NATIONAL BANK | 926.14K | Sep 30, 15 | -5.13K | -- |
| J.P. Turner & Co Capital Mnagement, LLC | 22.73K | Sep 30, 15 | +22.73K | -- |
| Constellation Wealth Advisors, LLC | 10.00K | Sep 30, 15 | +10.00K | -- |
| Red Rocks Capital LLC | 756.85K | Jun 30, 15 | -656.20K | -- |
| Highmount Capital, LLC | 738.01K | Jun 30, 15 | -1.92K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 707.81K | Jun 30, 15 | +600 | -- |
| Relative Value Partners, LLC | 44.35K | Mar 31, 15 | -7.94K | -- |
| BAIRD ROBERT W & CO INC /WI/ | 25.92K | Mar 31, 15 | +865 | -- |
| STANCORP INVESTMENT ADVISERS INC | 6.16K | Mar 31, 15 | +40 | -- |
| Placemark Investments, Inc. | 31.38K | Dec 31, 14 | -2.93K | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.83K | Dec 31, 14 | +522 | -- |
| UBS AG | 8.14M | Sep 30, 14 | +1.21M | -- |
| INTREPID CAPITAL MANAGEMENT INC /DE/ | 67.00K | Sep 30, 14 | -- | -- |
| SEI TRUST CO | 51.73K | Sep 30, 14 | -285 | -- |
| ADAR Investment Management LP | 10.00K | Sep 30, 14 | +10.00K | -- |
| 1919 Investment Counsel, LLC | 300 | Sep 30, 14 | +300 | -- |
| BlueCrest Capital Management LLP | -- | Sep 30, 14 | -227.01K | -- |
| KMS FINANCIAL SERVICES, INC | 24.66K | Jun 30, 14 | -33.37K | -- |
| WILMINGTON TRUST CO | 10.67K | Jun 30, 14 | -15 | -- |
| Stux Capital Management, LLC | -- | Jun 30, 14 | -61.40K | -- |
| CHARTWELL INVESTMENT PARTNERS/PA | 431.73K | Mar 31, 14 | +2.77K | -- |
| SAC Capital Advisors LP | -- | Mar 31, 14 | -10.64K | -- |
| Jane Street Holding, LLC | 56.90K | Dec 31, 13 | -104.76K | -- |
| NORTHERN TRUST CO OF CONNECTICUT | -- | Dec 31, 13 | -295.32K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 636.96K | Sep 30, 13 | -46.86K | -- |
| Irish Life Investment Managers Ltd. | 14.90K | Jun 30, 13 | +5.30K | -- |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -22.28K | -- |
| MANULIFE INVESTMENT MANAGEMENT (US) LLC | 204.27K | Mar 31, 13 | -502.51K | -- |
| First Allied Securities, Inc. | 79.21K | Jun 30, 12 | +30.28K | -- |
| NOLLENBERGER CAPITAL PARTNERS INC | 34.69K | Dec 31, 10 | +7.45K | -- |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 10.35K | Jun 30, 10 | -72.20K | -- |
| BROWN INVESTMENT ADVISORY & TRUST CO | 59.76K | Mar 31, 10 | -27.04K | -- |
| LIBERTY MUTUAL INSURANCE CO | 23.84K | Dec 31, 08 | -- | -- |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | 64.38K | Jun 30, 08 | +29.50K | -- |
| RBC CMA LLC | 3.95K | Jun 30, 06 | -1.69K | -- |