BAI(BAI)
BAI
Institutional Ownership
Top 539 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Archer Investment Management, LLC | 211.99K | Jun 30, 26 | +10.52K | 0.12% |
| Central Pacific Bank - Trust Division | 136.70K | Jun 30, 26 | +35.85K | 0.08% |
| VisionPoint Advisory Group, LLC | 56.22K | Jun 30, 26 | +48.38K | 0.03% |
| HARBOR INVESTMENT ADVISORY, LLC | 8.96K | Jun 30, 26 | +5.43K | 0.01% |
| Bison Wealth, LLC | 8.23K | Jun 30, 26 | -39 | 0.00% |
| Trinity Wealth Management, LLC | 5.87K | Jun 30, 26 | -960 | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.97K | Jun 30, 26 | +3.97K | 0.00% |
| CX Institutional | 56 | Jun 30, 26 | +56 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 66.54M | Mar 31, 26 | +8.66M | 38.69% |
| LPL Financial LLC | 27.37M | Mar 31, 26 | +3.96M | 15.91% |
| JPMORGAN CHASE & CO | 20.37M | Mar 31, 26 | +4.13M | 11.84% |
| Dynasty Wealth Management, LLC | 19.65M | Mar 31, 26 | +7.71M | 11.43% |
| AMERIPRISE FINANCIAL INC | 9.45M | Mar 31, 26 | +2.60M | 5.49% |
| MORGAN STANLEY | 9.09M | Mar 31, 26 | +2.20M | 5.29% |
| SAGESPRING WEALTH PARTNERS, LLC | 7.45M | Mar 31, 26 | +2.78M | 4.33% |
| BANK OF AMERICA CORP /DE/ | 6.75M | Mar 31, 26 | +1.62M | 3.93% |
| PARK AVENUE SECURITIES LLC | 6.24M | Mar 31, 26 | +505.50K | 3.63% |
| CWM, LLC | 5.61M | Mar 31, 26 | +490.27K | 3.26% |
| Envestnet Portfolio Solutions, Inc. | 5.59M | Mar 31, 26 | +64.55K | 3.25% |
| MML INVESTORS SERVICES, LLC | 5.23M | Mar 31, 26 | +44.70K | 3.04% |
| Cetera Investment Advisers | 4.80M | Mar 31, 26 | +497.55K | 2.79% |
| Janney Montgomery Scott LLC | 3.72M | Mar 31, 26 | +456.83K | 2.16% |
| RAYMOND JAMES FINANCIAL INC | 3.67M | Mar 31, 26 | +955.70K | 2.14% |
| NewEdge Advisors, LLC | 3.29M | Mar 31, 26 | +201.23K | 1.91% |
| Bank of New York Mellon Corp | 3.20M | Mar 31, 26 | +300.66K | 1.86% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.84M | Mar 31, 26 | +2.83M | 1.65% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.78M | Mar 31, 26 | +308.63K | 1.61% |
| Resources Investment Advisors, LLC. | 2.67M | Mar 31, 26 | +444.40K | 1.56% |
| SOFI WEALTH, LLC | 2.60M | Mar 31, 26 | +140.93K | 1.51% |
| Merit Financial Group, LLC | 2.52M | Mar 31, 26 | +350.04K | 1.46% |
| Foundations Investment Advisors, LLC | 2.43M | Mar 31, 26 | +279.73K | 1.41% |
| JB Capital LLC | 2.12M | Mar 31, 26 | +41.92K | 1.23% |
| STIFEL FINANCIAL CORP | 1.70M | Mar 31, 26 | +152.81K | 0.99% |
| Advocacy Wealth Management Services, LLC | 1.65M | Mar 31, 26 | +99.11K | 0.96% |
| Sanctuary Advisors, LLC | 1.61M | Mar 31, 26 | +122.07K | 0.93% |
| ADVISOR GROUP HOLDINGS, INC. | 1.60M | Mar 31, 26 | +540.31K | 0.93% |
| THRIVENT FINANCIAL FOR LUTHERANS | 1.58M | Mar 31, 26 | -376.68K | 0.92% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1.52M | Mar 31, 26 | +24.61K | 0.88% |
| Destination Wealth Management | 1.48M | Mar 31, 26 | +77.55K | 0.86% |
| UBS Group AG | 1.24M | Mar 31, 26 | +560.67K | 0.72% |
| BlackRock, Inc. | 1.16M | Mar 31, 26 | -135.06K | 0.67% |
| Abundance Wealth Counselors | 1.11M | Mar 31, 26 | +13.53K | 0.65% |
| ROYAL BANK OF CANADA | 1.08M | Mar 31, 26 | +328.75K | 0.63% |
| Quotient Wealth Partners, LLC | 1.05M | Mar 31, 26 | +68.62K | 0.61% |
| AE Wealth Management LLC | 999.68K | Mar 31, 26 | +74.76K | 0.58% |
| Ascent Group, LLC | 973.08K | Mar 31, 26 | +47.12K | 0.57% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 945.92K | Mar 31, 26 | +281.30K | 0.55% |
| Cerity Partners LLC | 890.40K | Mar 31, 26 | +890.40K | 0.52% |
| Atria Investments, Inc | 889.50K | Mar 31, 26 | +90.29K | 0.52% |
| Integrated Wealth Concepts LLC | 865.86K | Mar 31, 26 | +88.42K | 0.50% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 845.90K | Mar 31, 26 | +57.56K | 0.49% |
| CreativeOne Wealth, LLC | 809.89K | Mar 31, 26 | +57.35K | 0.47% |
| TRUIST FINANCIAL CORP | 742.43K | Mar 31, 26 | +67.72K | 0.43% |
| Cambridge Investment Research Advisors, Inc. | 738.32K | Mar 31, 26 | +80.97K | 0.43% |
| SRS Capital Advisors, Inc. | 736.77K | Mar 31, 26 | +468.94K | 0.43% |
| ASSETMARK, INC | 732.67K | Mar 31, 26 | +554.49K | 0.43% |
| Icon Wealth Advisors, LLC | 721.28K | Mar 31, 26 | +105.26K | 0.42% |
| Parcion Private Wealth LLC | 714.23K | Mar 31, 26 | -320.54K | 0.42% |
| Equitable Holdings, Inc. | 709.78K | Mar 31, 26 | +225.54K | 0.41% |
| IHT Wealth Management, LLC | 683.92K | Mar 31, 26 | +145.60K | 0.40% |
| PATTON ALBERTSON MILLER GROUP, LLC | 662.08K | Mar 31, 26 | +158.20K | 0.38% |
| Tennessee Valley Asset Management Partners | 641.14K | Mar 31, 26 | +294.25K | 0.37% |
| UNIQUE WEALTH, LLC | 634.21K | Mar 31, 26 | +255.92K | 0.37% |
| Scarborough Advisors, LLC | 627.61K | Mar 31, 26 | +117.29K | 0.36% |
| Shepherd Financial Partners LLC | 622.97K | Mar 31, 26 | +124.17K | 0.36% |
| MGO ONE SEVEN LLC | 618.80K | Mar 31, 26 | +95.93K | 0.36% |
| Triad Wealth Partners, LLC | 602.25K | Mar 31, 26 | +212.99K | 0.35% |
| Sharkey, Howes & Javer | 593.34K | Mar 31, 26 | +22.87K | 0.35% |
| Kestra Advisory Services, LLC | 572.12K | Mar 31, 26 | +357.76K | 0.33% |
| Wharton Business Group, LLC | 556.67K | Mar 31, 26 | +556.67K | 0.32% |
| Mariner, LLC | 551.90K | Mar 31, 26 | -43.12K | 0.32% |
| West Wealth Group, LLC | 511.19K | Mar 31, 26 | +42.78K | 0.30% |
| Steward Partners Investment Advisory, LLC | 503.82K | Mar 31, 26 | +53.70K | 0.29% |
| Centerline Wealth Advisors, LLC | 479.29K | Mar 31, 26 | +63.71K | 0.28% |
| Horst & Graben Wealth Management LLC | 476.11K | Mar 31, 26 | +26.84K | 0.28% |
| CFS Investment Advisory Services, LLC | 475.07K | Mar 31, 26 | -1.21K | 0.28% |
| Trek Financial, LLC | 474.42K | Mar 31, 26 | +182.43K | 0.28% |
| Stone House Investment Management, LLC | 469.97K | Mar 31, 26 | +45.49K | 0.27% |
| MA Private Wealth | 469.16K | Mar 31, 26 | +19.03K | 0.27% |
| Vestmark Advisory Solutions, Inc. | 441.84K | Mar 31, 26 | +367.22K | 0.26% |
| Private Advisor Group, LLC | 435.28K | Mar 31, 26 | +26.27K | 0.25% |
| Stratos Wealth Partners, LTD. | 433.43K | Mar 31, 26 | +207.83K | 0.25% |
| Brinker Capital Investments, LLC | 432.97K | Mar 31, 26 | +36.74K | 0.25% |
| TSFG, LLC | 428.24K | Mar 31, 26 | +17.89K | 0.25% |
| Steel Peak Wealth Management LLC | 421.58K | Mar 31, 26 | -16.71K | 0.25% |
| Keystone Financial Group | 418.80K | Mar 31, 26 | +59.61K | 0.24% |
| KWB Wealth | 417.29K | Mar 31, 26 | -5.67K | 0.24% |
| NorthRock Partners, LLC | 414.03K | Mar 31, 26 | +59.56K | 0.24% |
| Concurrent Investment Advisors, LLC | 409.66K | Mar 31, 26 | +189.52K | 0.24% |
| Capital Analysts, LLC | 402.51K | Mar 31, 26 | +215.81K | 0.23% |
| Perennial Investment Advisors, LLC | 399.01K | Mar 31, 26 | +54.41K | 0.23% |
| JANE STREET GROUP, LLC | 392.04K | Mar 31, 26 | +392.04K | 0.23% |
| Gateway Wealth Partners, LLC | 388.53K | Mar 31, 26 | +306.76K | 0.23% |
| EQ LLC | 386.87K | Mar 31, 26 | +27.79K | 0.22% |
| Physician Wealth Advisors, Inc. | 386.28K | Mar 31, 26 | +17.25K | 0.22% |
| Security Financial Services, INC. | 384.84K | Mar 31, 26 | +21.67K | 0.22% |
| Farther Finance Advisors, LLC | 359.50K | Mar 31, 26 | +37.12K | 0.21% |
| PAX Financial Group, LLC | 356.43K | Mar 31, 26 | +34.68K | 0.21% |
| Buttonwood Financial Group, LLC | 353.59K | Mar 31, 26 | +66.71K | 0.21% |
| Kelly Financial Services LLC | 340.18K | Mar 31, 26 | +16.83K | 0.20% |
| Stokes Family Office, LLC | 336.58K | Mar 31, 26 | +4.20K | 0.20% |
| One Wealth Advisors, LLC | 332.16K | Mar 31, 26 | +20.86K | 0.19% |
| Strategic Blueprint, LLC | 331.35K | Mar 31, 26 | +17.77K | 0.19% |
| MCMORGAN & CO LLC | 331.31K | Mar 31, 26 | +4.23K | 0.19% |
| Wealth Alliance | 330.92K | Mar 31, 26 | +51.81K | 0.19% |
| Detalus Advisors, LLC | 326.92K | Mar 31, 26 | +64.74K | 0.19% |
| BEACON FINANCIAL GROUP | 316.82K | Mar 31, 26 | +18.84K | 0.18% |
| Keystone Financial Services | 309.68K | Mar 31, 26 | +55.19K | 0.18% |
| CAHILL FINANCIAL ADVISORS INC | 307.66K | Mar 31, 26 | +307.66K | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 296.40K | Mar 31, 26 | +92.43K | 0.17% |
| Blue Edge Capital, LLC | 295.29K | Mar 31, 26 | -15.80K | 0.17% |
| Advisory Services Network, LLC | 289.07K | Mar 31, 26 | +64.75K | 0.17% |
| U.S. Capital Wealth Advisors, LLC | 286.34K | Mar 31, 26 | +26.59K | 0.17% |
| Cardinal Strategic Wealth Guidance | 286.14K | Mar 31, 26 | +43.08K | 0.17% |
| Midwest Capital Advisors, LLC | 276.46K | Mar 31, 26 | +7.45K | 0.16% |
| ONE Advisory Partners, LLC | 271.23K | Mar 31, 26 | +7.64K | 0.16% |
| PRINCIPAL SECURITIES, INC. | 267.90K | Mar 31, 26 | +51.01K | 0.16% |
| Cypress Wealth Services, LLC | 267.14K | Mar 31, 26 | +18.15K | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 265.74K | Mar 31, 26 | +238.36K | 0.15% |
| SWMG, LLC | 260.78K | Mar 31, 26 | +13.75K | 0.15% |
| Kilter Group LLC | 259.83K | Mar 31, 26 | +10.42K | 0.15% |
| Tidemark, LLC | 256.22K | Mar 31, 26 | +34.10K | 0.15% |
| Greater Midwest Financial Group, LLC | 254.17K | Mar 31, 26 | +3.78K | 0.15% |
| Legacy Financial Group LLC | 251.73K | Mar 31, 26 | +8.51K | 0.15% |
| ShoreHaven Wealth Partners, LLC | 251.50K | Mar 31, 26 | +61.61K | 0.15% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 248.84K | Mar 31, 26 | +103.34K | 0.14% |
| Regal Investment Advisors LLC | 247.41K | Mar 31, 26 | +12.82K | 0.14% |
| Brookstone Capital Management | 246.33K | Mar 31, 26 | +18.82K | 0.14% |
| Modern Wealth Management, LLC | 246.22K | Mar 31, 26 | +84.08K | 0.14% |
| Vise Technologies, Inc. | 242.57K | Mar 31, 26 | -- | 0.14% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 240.86K | Mar 31, 26 | +18.46K | 0.14% |
| Cornerstone Wealth Group, LLC | 238.73K | Mar 31, 26 | +19.14K | 0.14% |
| Sentinus, LLC | 238.25K | Mar 31, 26 | +26.24K | 0.14% |
| Patriot Financial Group Insurance Agency, LLC | 233.55K | Mar 31, 26 | +121.57K | 0.14% |
| Ancora Advisors, LLC | 231.59K | Mar 31, 26 | +22.31K | 0.13% |
| Avid Wealth Partners LLC | 230.87K | Mar 31, 26 | +35.05K | 0.13% |
| EWA, LLC | 230.03K | Mar 31, 26 | +6.27K | 0.13% |
| Ronald Blue Trust, Inc. | 227.58K | Mar 31, 26 | +1.70K | 0.13% |
| Pensionmark Financial Group, LLC | 219.78K | Mar 31, 26 | -2.95K | 0.13% |
| Embree Financial Group | 216.12K | Mar 31, 26 | +89.84K | 0.13% |
| Fifth Third Wealth Advisors LLC | 215.59K | Mar 31, 26 | +44.17K | 0.13% |
| JT Stratford LLC | 207.41K | Mar 31, 26 | +15.03K | 0.12% |
| Mutual Advisors, LLC | 206.88K | Mar 31, 26 | +20.88K | 0.12% |
| LIBERTY WEALTH MANAGEMENT LLC | 202.46K | Mar 31, 26 | +122.75K | 0.12% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 201.96K | Mar 31, 26 | +33.81K | 0.12% |
| Archer Investment Management, LLC | 201.47K | Mar 31, 26 | +149.68K | 0.12% |
| Invst, LLC | 199.81K | Mar 31, 26 | -8.51K | 0.12% |
| Lineweaver Wealth Advisors, LLC | 199.75K | Mar 31, 26 | +4.10K | 0.12% |
| Bay Harbor Wealth Management, LLC | 194.03K | Mar 31, 26 | +8.79K | 0.11% |
| Marks Group Wealth Management, Inc | 193.81K | Mar 31, 26 | +24.79K | 0.11% |
| Apollon Wealth Management, LLC | 192.62K | Mar 31, 26 | +12.21K | 0.11% |
| Synergy Investment Management, LLC | 192.02K | Mar 31, 26 | +28.17K | 0.11% |
| WealthShield Partners, LLC | 184.00K | Mar 31, 26 | +10.70K | 0.11% |
| Quadrant Private Wealth Management, LLC | 182.94K | Mar 31, 26 | +19.78K | 0.11% |
| Summit Financial, LLC | 181.13K | Mar 31, 26 | +159.33K | 0.11% |
| TSA Wealth Managment LLC | 176.47K | Mar 31, 26 | +15.99K | 0.10% |
| HighTower Advisors, LLC | 174.44K | Mar 31, 26 | +97.24K | 0.10% |
| Sovran Advisors, LLC | 171.63K | Mar 31, 26 | +15.93K | 0.10% |
| Snowden Capital Advisors LLC | 169.58K | Mar 31, 26 | +5.24K | 0.10% |
| Ashton Thomas Private Wealth, LLC | 163.80K | Mar 31, 26 | +21.95K | 0.10% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 159.67K | Mar 31, 26 | +9.35K | 0.09% |
| Apeiron RIA LLC | 158.82K | Mar 31, 26 | -76.55K | 0.09% |
| Vertex Planning Partners, LLC | 158.34K | Mar 31, 26 | +14.66K | 0.09% |
| Cobblestone Asset Management LLC | 157.84K | Mar 31, 26 | +2.47K | 0.09% |
| StoneCrest Wealth Management, Inc. | 154.99K | Mar 31, 26 | +4.02K | 0.09% |
| Mayflower Financial Advisors, LLC | 152.54K | Mar 31, 26 | +11.96K | 0.09% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 152.10K | Mar 31, 26 | +21.21K | 0.09% |
| INDEPENDENT FINANCIAL GROUP, LLC | 151.60K | Mar 31, 26 | +13.42K | 0.09% |
| Keebeck Wealth Management, LLC | 150.55K | Mar 31, 26 | +21.88K | 0.09% |
| SigFig Wealth Management, LLC | 146.88K | Mar 31, 26 | +7.46K | 0.09% |
| LINCOLN CAPITAL CORP | 146.82K | Mar 31, 26 | +146.82K | 0.09% |
| Beacon Bridge Wealth Partners, LLC | 146.38K | Mar 31, 26 | +2.79K | 0.09% |
| Cyndeo Wealth Partners, LLC | 145.81K | Mar 31, 26 | +38.39K | 0.08% |
| WCG Wealth Advisors LLC | 145.23K | Mar 31, 26 | +7.94K | 0.08% |
| Advyzon Investment Management, LLC | 144.74K | Mar 31, 26 | +46.65K | 0.08% |
| Able Wealth Management LLC | 143.77K | Mar 31, 26 | +130.97K | 0.08% |
| Mount Yale Investment Advisors, LLC | 143.66K | Mar 31, 26 | +78.79K | 0.08% |
| Intelligence Driven Advisers, LLC | 140.29K | Mar 31, 26 | +71 | 0.08% |
| Gen-Wealth Partners Inc | 139.80K | Mar 31, 26 | +19.43K | 0.08% |
| ENDEAVOR PRIVATE WEALTH, INC. | 139.50K | Mar 31, 26 | +31.66K | 0.08% |
| Integras Partners LLC | 139.32K | Mar 31, 26 | -4.79K | 0.08% |
| Focus Financial Network, Inc. | 137.78K | Mar 31, 26 | +82.93K | 0.08% |
| VestGen Advisors, LLC | 135.06K | Mar 31, 26 | +23.67K | 0.08% |
| True Vision MN LLC | 134.21K | Mar 31, 26 | +18.17K | 0.08% |
| Hobbs Wealth Management, LLC | 132.96K | Mar 31, 26 | +1.96K | 0.08% |
| M1 Capital Management LLC | 131.42K | Mar 31, 26 | +67.24K | 0.08% |
| Rockefeller Capital Management L.P. | 130.59K | Mar 31, 26 | +102.39K | 0.08% |
| LIFELONG WEALTH ADVISORS, INC. | 116.24K | Mar 31, 26 | +12.03K | 0.07% |
| Maia Wealth LLC | 115.75K | Mar 31, 26 | -5.75K | 0.07% |
| SWP FINANCIAL LLC | 115.37K | Mar 31, 26 | -498 | 0.07% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 105.03K | Mar 31, 26 | +10.55K | 0.06% |
| Spectrum Planning & Advisory Services Inc. | 104.18K | Mar 31, 26 | +6.05K | 0.06% |
| Simplicity Wealth,LLC | 104.07K | Mar 31, 26 | +19.74K | 0.06% |
| Pinion Investment Advisors, LLC | 101.42K | Mar 31, 26 | +18.20K | 0.06% |
| Central Pacific Bank - Trust Division | 100.84K | Mar 31, 26 | +100.84K | 0.06% |
| Western Wealth Management, LLC | 98.59K | Mar 31, 26 | +48.46K | 0.06% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 98.33K | Mar 31, 26 | -155 | 0.06% |
| Centurion Wealth Management LLC | 97.60K | Mar 31, 26 | +8.98K | 0.06% |
| Tradition Wealth Management, LLC | 96.29K | Mar 31, 26 | +3.26K | 0.06% |
| Csenge Advisory Group | 95.76K | Mar 31, 26 | +2.91K | 0.06% |
| Skyline Advisors, Inc. | 95.69K | Mar 31, 26 | +95.69K | 0.06% |
| Baird Financial Group, Inc. | 95.69K | Mar 31, 26 | +1.64K | 0.06% |
| Braun-Bostich & Associates Inc. | 93.58K | Mar 31, 26 | +7.04K | 0.05% |
| Cornerstone Planning Group LLC | 92.27K | Mar 31, 26 | +30.50K | 0.05% |
| Lantz Financial LLC | 91.42K | Mar 31, 26 | +10.42K | 0.05% |
| IFP Advisors, Inc | 88.10K | Mar 31, 26 | -5.13K | 0.05% |
| Holistic Planning, LLC | 86.83K | Mar 31, 26 | +31.35K | 0.05% |
| MILESTONE ASSET MANAGEMENT, LLC | 86.31K | Mar 31, 26 | +86.31K | 0.05% |
| Shared Vision Wealth Group LLC | 85.49K | Mar 31, 26 | +10.02K | 0.05% |
| J.W. COLE ADVISORS, INC. | 83.55K | Mar 31, 26 | +5.59K | 0.05% |
| B.O.S.S. Retirement Advisors, LLC | 83.38K | Mar 31, 26 | +3.35K | 0.05% |
| Berbice Capital Management LLC | 82.36K | Mar 31, 26 | +12.75K | 0.05% |
| Frisch Financial Group, Inc. | 82.15K | Mar 31, 26 | +32.14K | 0.05% |
| PFG Advisors | 81.93K | Mar 31, 26 | +9.04K | 0.05% |
| United Advisor Group, LLC | 75.62K | Mar 31, 26 | +7.17K | 0.04% |
| FFG RETIREMENT ADVISORS LLC | 74.47K | Mar 31, 26 | +4.02K | 0.04% |
| Redwood Investment Management, LLC | 74.14K | Mar 31, 26 | +11.81K | 0.04% |
| May Hill Capital, LLC | 74.00K | Mar 31, 26 | +7.71K | 0.04% |
| Sunbelt Securities, Inc. | 73.64K | Mar 31, 26 | -1.73K | 0.04% |
| Hoxton Planning & Management, LLC | 73.11K | Mar 31, 26 | +8.09K | 0.04% |
| VERUS CAPITAL PARTNERS, LLC | 72.36K | Mar 31, 26 | +13.01K | 0.04% |
| Capital Investment Advisory Services, LLC | 71.57K | Mar 31, 26 | +71.57K | 0.04% |
| Strategies Wealth Advisors, LLC | 69.96K | Mar 31, 26 | +69.96K | 0.04% |
| Merkkuri Wealth Advisors LLC | 69.54K | Mar 31, 26 | +2.34K | 0.04% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 69.35K | Mar 31, 26 | +4.60K | 0.04% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 69.17K | Mar 31, 26 | +21.46K | 0.04% |
| THEORY FINANCIAL LLC | 68.52K | Mar 31, 26 | +305 | 0.04% |
| Tyche Wealth Partners LLC | 67.74K | Mar 31, 26 | +6.95K | 0.04% |
| RFG Advisory, LLC | 65.89K | Mar 31, 26 | +8.20K | 0.04% |
| FIRETHORN WEALTH PARTNERS, LLC | 63.90K | Mar 31, 26 | +3.15K | 0.04% |
| Barnes Wealth Management Group, Inc | 62.84K | Mar 31, 26 | +3.06K | 0.04% |
| Strategic Financial Concepts, LLC | 62.53K | Mar 31, 26 | +20.66K | 0.04% |
| JOURNEY STRATEGIC WEALTH LLC | 62.27K | Mar 31, 26 | +7.13K | 0.04% |
| Avidian Wealth Solutions, LLC | 61.60K | Mar 31, 26 | +288 | 0.04% |
| Retirement Wealth Solutions LLC | 59.74K | Mar 31, 26 | +8.01K | 0.03% |
| WealthTrak Capital Management LLC | 55.88K | Mar 31, 26 | +754 | 0.03% |
| Wealth Quarterback LLC | 55.26K | Mar 31, 26 | +3.91K | 0.03% |
| LifePlan Investment Advisors, Inc. | 55.08K | Mar 31, 26 | +6.87K | 0.03% |
| B. Riley Wealth Advisors, Inc. | 54.05K | Mar 31, 26 | +1.48K | 0.03% |
| Commonwealth Retirement Investments LLC | 53.18K | Mar 31, 26 | +7.86K | 0.03% |
| CHOREO, LLC | 52.95K | Mar 31, 26 | +16.02K | 0.03% |
| XY Planning Network, Inc. | 52.07K | Mar 31, 26 | +15.65K | 0.03% |
| WealthPLAN Partners, LLC | 51.02K | Mar 31, 26 | +2.64K | 0.03% |
| Summit Wealth Partners, LLC | 49.33K | Mar 31, 26 | +20.11K | 0.03% |
| Golden State Wealth Management, LLC | 49.09K | Mar 31, 26 | +33.39K | 0.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 48.84K | Mar 31, 26 | +2.38K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 47.26K | Mar 31, 26 | +10.22K | 0.03% |
| WEALTHGARDEN F.S. LLC | 47.07K | Mar 31, 26 | +1.80K | 0.03% |
| Vantage Point Financial LLC | 46.71K | Mar 31, 26 | +6.01K | 0.03% |
| BCU Wealth Advisors, LLC | 46.63K | Mar 31, 26 | +3.23K | 0.03% |
| Sowell Financial Services LLC | 46.35K | Mar 31, 26 | +5.37K | 0.03% |
| BENJAMIN EDWARDS INC | 45.79K | Mar 31, 26 | +7.93K | 0.03% |
| Venturi Wealth Management, LLC | 45.75K | Mar 31, 26 | +45.75K | 0.03% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 44.89K | Mar 31, 26 | -975 | 0.03% |
| First Heartland Consultants, Inc. | 44.13K | Mar 31, 26 | +4.97K | 0.03% |
| FINANCIAL LIFE ADVISORS | 43.14K | Mar 31, 26 | +43.14K | 0.03% |
| Sageworth Trust Co | 42.28K | Mar 31, 26 | +12.59K | 0.02% |
| Kingsview Wealth Management, LLC | 41.28K | Mar 31, 26 | +3.49K | 0.02% |
| CITIGROUP INC | 41.03K | Mar 31, 26 | +41.03K | 0.02% |
| Armor Investment Advisors, LLC | 40.54K | Mar 31, 26 | +40.54K | 0.02% |
| Keystone Wealth Services, LLC | 40.17K | Mar 31, 26 | -1.13K | 0.02% |
| NOVEM GROUP | 40.00K | Mar 31, 26 | +40.00K | 0.02% |
| LEIGH BALDWIN & CO., LLC | 39.00K | Mar 31, 26 | +9.07K | 0.02% |
| Buckingham Strategic Partners | 38.78K | Mar 31, 26 | +8.88K | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38.41K | Mar 31, 26 | +4.81K | 0.02% |
| PUREfi Wealth, LLC | 37.92K | Mar 31, 26 | +17.01K | 0.02% |
| NORTHLAND SECURITIES, INC. | 37.91K | Mar 31, 26 | +3.53K | 0.02% |
| BALYASNY ASSET MANAGEMENT L.P. | 37.80K | Mar 31, 26 | +37.80K | 0.02% |
| Tempus Wealth Planning, LLC | 37.72K | Mar 31, 26 | +12.10K | 0.02% |
| Atomi Financial Group, Inc. | 36.96K | Mar 31, 26 | +36.96K | 0.02% |
| SUTTON PLACE INVESTORS LLC | 36.31K | Mar 31, 26 | +3.70K | 0.02% |
| JFS WEALTH ADVISORS, LLC | 36.05K | Mar 31, 26 | -3.96K | 0.02% |
| Fairvoy Private Wealth, LLC | 36.04K | Mar 31, 26 | +9.73K | 0.02% |
| Ridgeline Wealth Planning, LLC | 35.11K | Mar 31, 26 | -33 | 0.02% |
| WNY Asset Management, LLC | 35.05K | Mar 31, 26 | +35.05K | 0.02% |
| Horizon Wealth Management, LLC | 34.71K | Mar 31, 26 | +7.71K | 0.02% |
| US BANCORP \DE\ | 34.68K | Mar 31, 26 | -556.19K | 0.02% |
| Smartleaf Asset Management LLC | 34.17K | Mar 31, 26 | +7.20K | 0.02% |
| WORLD EQUITY GROUP, INC. | 34.07K | Mar 31, 26 | +17.85K | 0.02% |
| Brookwood Investment Group LLC | 33.78K | Mar 31, 26 | +1.09K | 0.02% |
| EP Wealth Advisors, LLC | 33.60K | Mar 31, 26 | -863 | 0.02% |
| Colony Group, LLC | 33.57K | Mar 31, 26 | +33.57K | 0.02% |
| Beacon Capital Management, LLC | 33.56K | Mar 31, 26 | +33.56K | 0.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 32.75K | Mar 31, 26 | +14.75K | 0.02% |
| OMNI 360 Wealth, Inc. | 32.37K | Mar 31, 26 | +6.57K | 0.02% |
| BridgePort Financial Solutions, LLC | 32.34K | Mar 31, 26 | -3.16K | 0.02% |
| KM Capital Management Ltd. | 32.34K | Mar 31, 26 | -36.35K | 0.02% |
| BlackDiamond Wealth Management Inc. | 32.22K | Mar 31, 26 | -1.30K | 0.02% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 32.05K | Mar 31, 26 | +1.05K | 0.02% |
| WEDBUSH SECURITIES INC | 32.01K | Mar 31, 26 | -8.21K | 0.02% |
| Richmond Investment Services, LLC | 31.80K | Mar 31, 26 | +6.06K | 0.02% |
| Sigma Planning Corp | 31.80K | Mar 31, 26 | +3.35K | 0.02% |
| FIFTH THIRD BANCORP | 31.35K | Mar 31, 26 | +30.63K | 0.02% |
| W ADVISORS, LLC | 30.87K | Mar 31, 26 | +6.80K | 0.02% |
| Raleigh Capital Management Inc. | 30.57K | Mar 31, 26 | +576 | 0.02% |
| Sovereign Financial Group, Inc. | 29.87K | Mar 31, 26 | +1.09K | 0.02% |
| Cardinal Point Capital Management, ULC | 29.74K | Mar 31, 26 | +29.74K | 0.02% |
| Traveka Wealth, LLC | 29.53K | Mar 31, 26 | +17.11K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 29.45K | Mar 31, 26 | +850 | 0.02% |
| REGIMEN WEALTH, LLC | 28.67K | Mar 31, 26 | +12.97K | 0.02% |
| Mosley Wealth Management | 28.19K | Mar 31, 26 | +205 | 0.02% |
| KICKSTAND VENTURES, LLC. | 27.81K | Mar 31, 26 | +5.76K | 0.02% |
| Two West Capital Advisors LLC | 27.33K | Mar 31, 26 | +6.33K | 0.02% |
| Alta Wealth Advisors LLC | 27.24K | Mar 31, 26 | +15.57K | 0.02% |
| NWF Advisory Services Inc. | 27.20K | Mar 31, 26 | +11.16K | 0.02% |
| Beacon Financial Advisory LLC | 27.10K | Mar 31, 26 | +5.93K | 0.02% |
| Signal Advisors Wealth, LLC | 27.09K | Mar 31, 26 | -68 | 0.02% |
| LaSalle St. Investment Advisors, LLC | 26.48K | Mar 31, 26 | +3.83K | 0.02% |
| Arkadios Wealth Advisors | 26.37K | Mar 31, 26 | +8.37K | 0.02% |
| M Holdings Securities, Inc. | 26.33K | Mar 31, 26 | +5.41K | 0.02% |
| Family Management Corp | 26.00K | Mar 31, 26 | +3.30K | 0.02% |
| Optivise Advisory Services LLC | 25.21K | Mar 31, 26 | +929 | 0.01% |
| MARIPAU WEALTH MANAGEMENT LLC | 25.03K | Mar 31, 26 | -150 | 0.01% |
| Perigon Wealth Management, LLC | 24.66K | Mar 31, 26 | +3.48K | 0.01% |
| Transamerica Financial Advisors, Inc. | 24.43K | Mar 31, 26 | +3.84K | 0.01% |
| MKT Advisors LLC | 24.30K | Mar 31, 26 | +2.51K | 0.01% |
| Ameritas Advisory Services, LLC | 24.19K | Mar 31, 26 | +7.17K | 0.01% |
| Creative Planning | 23.92K | Mar 31, 26 | +10.16K | 0.01% |
| PRIVATE TRUST CO NA | 23.82K | Mar 31, 26 | +8.32K | 0.01% |
| Catalina Capital Group, LLC | 23.35K | Mar 31, 26 | +1.77K | 0.01% |
| DecisionMap Wealth Management, LLC | 23.29K | Mar 31, 26 | +887 | 0.01% |
| Family Wealth Group, LLC | 22.86K | Mar 31, 26 | +4.85K | 0.01% |
| NWAM LLC | 22.50K | Mar 31, 26 | +12.03K | 0.01% |
| Gladstone Institutional Advisory LLC | 22.41K | Mar 31, 26 | +2.74K | 0.01% |
| Savvy Advisors, Inc. | 21.71K | Mar 31, 26 | +21.71K | 0.01% |
| Accelerate Investment Advisors LLC | 21.60K | Mar 31, 26 | +1.98K | 0.01% |
| DAVENPORT & Co LLC | 21.46K | Mar 31, 26 | +2.19K | 0.01% |
| Clear Creek Financial Management, LLC | 21.39K | Mar 31, 26 | +12.17K | 0.01% |
| TRANSCEND CAPITAL ADVISORS, LLC | 21.28K | Mar 31, 26 | +1.02K | 0.01% |
| PFG Investments, LLC | 21.04K | Mar 31, 26 | +6.78K | 0.01% |
| D. E. Shaw & Co., Inc. | 20.64K | Mar 31, 26 | +20.64K | 0.01% |
| Aspire Private Capital, LLC | 20.38K | Mar 31, 26 | +1.01K | 0.01% |
| Formidable Asset Management, LLC | 20.36K | Mar 31, 26 | +20.36K | 0.01% |
| Lifeworks Advisors, LLC | 20.08K | Mar 31, 26 | +1.60K | 0.01% |
| Argent Trust Co | 20.00K | Mar 31, 26 | +10.04K | 0.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 19.52K | Mar 31, 26 | +3.10K | 0.01% |
| PINNACLE ASSOCIATES LTD | 19.46K | Mar 31, 26 | +2.42K | 0.01% |
| GOLDMAN SACHS GROUP INC | 19.36K | Mar 31, 26 | -110.06K | 0.01% |
| Avantra Family Wealth, Inc. | 19.29K | Mar 31, 26 | -155 | 0.01% |
| Lantern Wealth Advisors, LLC | 19.25K | Mar 31, 26 | +4.27K | 0.01% |
| ALTERNA WEALTH MANAGEMENT, INC | 18.78K | Mar 31, 26 | +4.31K | 0.01% |
| Semus Wealth Partners LLC | 18.61K | Mar 31, 26 | +662 | 0.01% |
| Resurgent Financial Advisors LLC | 18.57K | Mar 31, 26 | -147 | 0.01% |
| Investor's Fiduciary Advisor Network, LLC | 18.52K | Mar 31, 26 | -1.28K | 0.01% |
| Gotham Asset Management, LLC | 17.70K | Mar 31, 26 | +8.90K | 0.01% |
| Magnolia Private Wealth, LLC | 17.23K | Mar 31, 26 | +8.28K | 0.01% |
| Imprint Wealth LLC | 16.99K | Mar 31, 26 | +5.20K | 0.01% |
| GWN SECURITIES INC. | 16.98K | Mar 31, 26 | +1.55K | 0.01% |
| GeoWealth Management, LLC | 16.84K | Mar 31, 26 | +2.78K | 0.01% |
| MN Wealth Advisors, LLC | 16.83K | Mar 31, 26 | +430 | 0.01% |
| Betterment LLC | 16.38K | Mar 31, 26 | +6.46K | 0.01% |
| Arcadia Wealth Management, LLC | 16.20K | Mar 31, 26 | +3.14K | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 15.83K | Mar 31, 26 | -1.65K | 0.01% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 15.67K | Mar 31, 26 | +2.97K | 0.01% |
| Wealthcare Advisory Partners LLC | 15.52K | Mar 31, 26 | +285 | 0.01% |
| Latitude Advisors, LLC | 14.82K | Mar 31, 26 | +7.17K | 0.01% |
| Gallagher Fiduciary Advisors, LLC | 14.67K | Mar 31, 26 | +399 | 0.01% |
| Ausdal Financial Partners, Inc. | 14.61K | Mar 31, 26 | +2.10K | 0.01% |
| MSH Capital Advisors LLC | 14.58K | Mar 31, 26 | +971 | 0.01% |
| Independent Advisor Alliance | 14.37K | Mar 31, 26 | +14.37K | 0.01% |
| Hutchens & Kramer Investment Management Group, LLC | 14.37K | Mar 31, 26 | +77 | 0.01% |
| Sound Income Strategies, LLC | 14.16K | Mar 31, 26 | +958 | 0.01% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13.26K | Mar 31, 26 | +46 | 0.01% |
| Blue Capital, Inc. | 12.99K | Mar 31, 26 | +1.13K | 0.01% |
| SMART Wealth LLC | 12.77K | Mar 31, 26 | +12.77K | 0.01% |
| Cooper Financial Group | 12.51K | Mar 31, 26 | +12.51K | 0.01% |
| Kovack Advisors, Inc. | 12.31K | Mar 31, 26 | +3.15K | 0.01% |
| Hanlon Investment Management, Inc. | 12.28K | Mar 31, 26 | -39 | 0.01% |
| GTS SECURITIES LLC | 12.26K | Mar 31, 26 | +5.98K | 0.01% |
| IPG Investment Advisors LLC | 12.15K | Mar 31, 26 | +1.00K | 0.01% |
| Concorde Asset Management, LLC | 11.96K | Mar 31, 26 | +659 | 0.01% |
| Spire Wealth Management | 11.79K | Mar 31, 26 | +287 | 0.01% |
| BEACON FINANCIAL PLANNING, INC | 11.71K | Mar 31, 26 | +11.71K | 0.01% |
| EverSource Wealth Advisors, LLC | 11.64K | Mar 31, 26 | +2.52K | 0.01% |
| Crown Wealth Group, LLC | 11.59K | Mar 31, 26 | +11.59K | 0.01% |
| Fulcrum Equity Management | 11.54K | Mar 31, 26 | +168 | 0.01% |
| LexAurum Advisors, LLC | 11.39K | Mar 31, 26 | +11.39K | 0.01% |
| McGlone Suttner Wealth Management, Inc. | 10.76K | Mar 31, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 10.51K | Mar 31, 26 | +6.35K | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10.50K | Mar 31, 26 | +1.30K | 0.01% |
| Cape Investment Advisory, Inc. | 10.12K | Mar 31, 26 | +2.08K | 0.01% |
| RCS Financial Planning, LLC | 10.08K | Mar 31, 26 | -40.82K | 0.01% |
| Quartz Partners, LLC | 10.00K | Mar 31, 26 | +10.00K | 0.01% |
| Yukon Wealth Management, Inc. | 9.99K | Mar 31, 26 | +2.17K | 0.01% |
| LongView Wealth Management | 9.81K | Mar 31, 26 | +2.73K | 0.01% |
| TUDOR INVESTMENT CORP ET AL | 9.59K | Mar 31, 26 | +9.59K | 0.01% |
| Oregon Pacific Wealth Management, LLC | 9.53K | Mar 31, 26 | +931 | 0.01% |
| LOCKERMAN FINANCIAL GROUP, INC. | 9.34K | Mar 31, 26 | +2.90K | 0.01% |
| Atlatl Advisers LLC | 9.19K | Mar 31, 26 | -12.93K | 0.01% |
| SEEDS INVESTOR LLC | 9.18K | Mar 31, 26 | +9.18K | 0.01% |
| Eqis Capital Management, Inc. | 8.98K | Mar 31, 26 | -2.12K | 0.01% |
| OneAscent Financial Services LLC | 8.98K | Mar 31, 26 | +3 | 0.01% |
| Richardson Capital Management LLC | 8.95K | Mar 31, 26 | +8.21K | 0.01% |
| FLP Wealth Management, LLC | 8.81K | Mar 31, 26 | +957 | 0.01% |
| SeaCrest Wealth Management, LLC | 8.63K | Mar 31, 26 | +8.63K | 0.01% |
| Advisor OS, LLC | 8.49K | Mar 31, 26 | +8.49K | 0.00% |
| Pinnacle Family Advisors, LLC | 8.42K | Mar 31, 26 | +204 | 0.00% |
| Bison Wealth, LLC | 8.27K | Mar 31, 26 | -76 | 0.00% |
| CASCADE INVESTMENT GROUP, INC. | 8.25K | Mar 31, 26 | +500 | 0.00% |
| Stirlingshire Investments, Inc. | 8.06K | Mar 31, 26 | +801 | 0.00% |
| Rossby Financial, LCC | 8.02K | Mar 31, 26 | +7.69K | 0.00% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 7.74K | Mar 31, 26 | +7.74K | 0.00% |
| Prime Capital Investment Advisors, LLC | 7.70K | Mar 31, 26 | +1.02K | 0.00% |
| Prosperity Consulting Group, LLC | 7.70K | Mar 31, 26 | +7.70K | 0.00% |
| Waldron Private Wealth LLC | 7.39K | Mar 31, 26 | +628 | 0.00% |
| STRATEGY ASSET MANAGERS LLC | 7.22K | Mar 31, 26 | +145 | 0.00% |
| Continuum Advisory, LLC | 7.20K | Mar 31, 26 | +525 | 0.00% |
| Robertson Stephens Wealth Management, LLC | 7.01K | Mar 31, 26 | +7.01K | 0.00% |
| BRADLEY FOSTER & SARGENT INC/CT | 6.90K | Mar 31, 26 | -- | 0.00% |
| Syntegra Private Wealth Group, LLC | 6.57K | Mar 31, 26 | -44 | 0.00% |
| DSG Capital Advisors, LLC | 6.50K | Mar 31, 26 | -253 | 0.00% |
| Empirical Asset Management, LLC | 6.49K | Mar 31, 26 | +160 | 0.00% |
| Essex Financial Services, Inc. | 6.49K | Mar 31, 26 | +6.49K | 0.00% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 6.09K | Mar 31, 26 | +6.09K | 0.00% |
| Kingdom Financial Group LLC. | 5.89K | Mar 31, 26 | +1.54K | 0.00% |
| Lloyd Advisory Services, LLC. | 5.89K | Mar 31, 26 | -7.27K | 0.00% |
| Financial Management Professionals, Inc. | 5.67K | Mar 31, 26 | -- | 0.00% |
| New Republic Capital, LLC | 5.24K | Mar 31, 26 | +239 | 0.00% |
| CENTAURUS FINANCIAL, INC. | 5.08K | Mar 31, 26 | +1.10K | 0.00% |
| Golden State Equity Partners | 4.96K | Mar 31, 26 | -4.37K | 0.00% |
| FMR LLC | 4.71K | Mar 31, 26 | +3.29K | 0.00% |
| NBT BANK N A /NY | 4.67K | Mar 31, 26 | +4.64K | 0.00% |
| Federation des caisses Desjardins du Quebec | 3.89K | Mar 31, 26 | +1.99K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 3.54K | Mar 31, 26 | +1.80K | 0.00% |
| Opal Wealth Advisors, LLC | 2.95K | Mar 31, 26 | +2.95K | 0.00% |
| REAP Financial Group, LLC | 2.79K | Mar 31, 26 | +131 | 0.00% |
| MAI Capital Management | 2.65K | Mar 31, 26 | +1.22K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.58K | Mar 31, 26 | +964 | 0.00% |
| AdvisorNet Financial, Inc | 2.34K | Mar 31, 26 | -137 | 0.00% |
| Aptus Capital Advisors, LLC | 2.05K | Mar 31, 26 | +136 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 1.79K | Mar 31, 26 | +19 | 0.00% |
| Team Financial Group, LLC | 1.47K | Mar 31, 26 | +508 | 0.00% |
| BOKF, NA | 1.39K | Mar 31, 26 | +1.39K | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.34K | Mar 31, 26 | +1.34K | 0.00% |
| Strategic Wealth Partners, Ltd. | 1.15K | Mar 31, 26 | +227 | 0.00% |
| Parallel Advisors, LLC | 1.12K | Mar 31, 26 | +145 | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1.10K | Mar 31, 26 | +1.10K | 0.00% |
| Nemes Rush Group LLC | 1.10K | Mar 31, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 958 | Mar 31, 26 | +958 | 0.00% |
| Salomon & Ludwin, LLC | 837 | Mar 31, 26 | +45 | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | 634 | Mar 31, 26 | +117 | 0.00% |
| Wells Financial Advisors INC | 610 | Mar 31, 26 | +30 | 0.00% |
| Keystone Financial Group, Inc. | 601 | Mar 31, 26 | +86 | 0.00% |
| Founders Financial Alliance, LLC | 595 | Mar 31, 26 | +495 | 0.00% |
| Reyes Financial Architecture, Inc. | 509 | Mar 31, 26 | +509 | 0.00% |
| Elevated Capital Advisors, LLC | 502 | Mar 31, 26 | +502 | 0.00% |
| AMERIFLEX GROUP, INC. | 501 | Mar 31, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 484 | Mar 31, 26 | +314 | 0.00% |
| Key FInancial Inc | 446 | Mar 31, 26 | -- | 0.00% |
| JNBA Financial Advisors | 441 | Mar 31, 26 | -- | 0.00% |
| Bank of Jackson Hole Trust | 432 | Mar 31, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 409 | Mar 31, 26 | +409 | 0.00% |
| Glass Jacobson Investment Advisors llc | 400 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 382 | Mar 31, 26 | -- | 0.00% |
| Roble, Belko & Company, Inc | 363 | Mar 31, 26 | -- | 0.00% |
| CURIO WEALTH, LLC | 341 | Mar 31, 26 | -- | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 334 | Mar 31, 26 | -- | 0.00% |
| City State Bank | 310 | Mar 31, 26 | -- | 0.00% |
| Measured Wealth Private Client Group, LLC | 252 | Mar 31, 26 | +252 | 0.00% |
| Financial Freedom, LLC | 230 | Mar 31, 26 | +230 | 0.00% |
| N.E.W. Advisory Services LLC | 214 | Mar 31, 26 | +214 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 188 | Mar 31, 26 | +188 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 130 | Mar 31, 26 | +130 | 0.00% |
| Larson Financial Group LLC | 122 | Mar 31, 26 | +122 | 0.00% |
| BANK OF MONTREAL /CAN/ | 122 | Mar 31, 26 | -93 | 0.00% |
| Parkside Financial Bank & Trust | 118 | Mar 31, 26 | +118 | 0.00% |
| Allworth Financial LP | 81 | Mar 31, 26 | +68 | 0.00% |
| Root Financial Partners, LLC | 79 | Mar 31, 26 | +79 | 0.00% |
| Johnson Financial Group, Inc. | 65 | Mar 31, 26 | +65 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 46 | Mar 31, 26 | +46 | 0.00% |
| CHELSEA COUNSEL CO | 38 | Mar 31, 26 | -- | 0.00% |
| Crewe Advisors LLC | 38 | Mar 31, 26 | -- | 0.00% |
| PROATHLETE WEALTH MANAGEMENT LLC | 29 | Mar 31, 26 | +2 | 0.00% |
| Russell Investments Group, Ltd. | 28 | Mar 31, 26 | +28 | 0.00% |
| UMB Bank, n.a. | 25 | Mar 31, 26 | +25 | 0.00% |
| CENTRAL TRUST Co | 25 | Mar 31, 26 | +17 | 0.00% |
| Orion Capital Management LLC | 9 | Mar 31, 26 | +9 | 0.00% |
| Geneos Wealth Management Inc. | -- | Mar 31, 26 | -2.39K | -- |
| Elyxium Wealth, LLC | -- | Mar 31, 26 | -242 | -- |
| Ethos Financial Group, LLC | -- | Mar 31, 26 | -11.22K | -- |
| GFI Investment Counsel Ltd. | -- | Mar 31, 26 | -6.49K | -- |
| Signature Resources Capital Management, LLC | -- | Mar 31, 26 | -49 | -- |
| Fortis Capital Advisors, LLC | -- | Mar 31, 26 | -10.99K | -- |
| Almanack Investment Partners, LLC. | -- | Mar 31, 26 | -264.36K | -- |
| Belpointe Asset Management LLC | -- | Mar 31, 26 | -22.11K | -- |
| Arete Wealth Advisors, LLC | -- | Mar 31, 26 | -17.13K | -- |
| Apex Wealth Management, LLC | -- | Mar 31, 26 | -10.22K | -- |
| Spinnaker Investment Group, LLC | -- | Mar 31, 26 | -10.62K | -- |
| Kestra Investment Management, LLC | -- | Mar 31, 26 | -6.15K | -- |
| HUNTINGTON NATIONAL BANK | -- | Mar 31, 26 | -1.03K | -- |
| TOMPKINS FINANCIAL CORP | -- | Mar 31, 26 | -50 | -- |
| Private Wealth Partners, LLC | -- | Mar 31, 26 | -36.20K | -- |
| IFG Advisory, LLC | -- | Mar 31, 26 | -45.45K | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Mar 31, 26 | -56.60K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -224.65K | -- |
| Magnus Financial Group LLC | -- | Mar 31, 26 | -10.21K | -- |
| Hurley Capital, LLC | -- | Mar 31, 26 | -576 | -- |
| Fortitude Family Office, LLC | -- | Mar 31, 26 | -114 | -- |
| Newport Capital Group, LLC | -- | Mar 31, 26 | -3.81K | -- |
| Operose Advisors LLC | -- | Mar 31, 26 | -205 | -- |
| HERBST GROUP, LLC | -- | Mar 31, 26 | -6.04K | -- |
| Bensler, LLC | -- | Mar 31, 26 | -6.96K | -- |
| Saxony Capital Management, LLC | -- | Mar 31, 26 | -34.69K | -- |
| Quent Capital, LLC | -- | Mar 31, 26 | -427 | -- |
| Interchange Capital Partners, LLC | -- | Mar 31, 26 | -35.28K | -- |
| SIMPLEX TRADING, LLC | -- | Mar 31, 26 | -3.66K | -- |
| MERCER GLOBAL ADVISORS INC /ADV | -- | Mar 31, 26 | -67.76K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -55.89K | -- |
| BARRETT & COMPANY, INC. | -- | Mar 31, 26 | -30 | -- |
| NVWM, LLC | -- | Mar 31, 26 | -22 | -- |
| Center for Financial Planning, Inc. | -- | Mar 31, 26 | -90 | -- |
| EDMOND DE ROTHSCHILD HOLDING S.A. | -- | Mar 31, 26 | -6.96K | -- |
| Decker Retirement Planning Inc. | -- | Mar 31, 26 | -134 | -- |
| Austin Private Wealth, LLC | 845.38K | Dec 31, 25 | +36.99K | 0.49% |
| High Falls Advisors, Inc | 386.61K | Dec 31, 25 | +48.15K | 0.22% |
| Global Retirement Partners, LLC | 268.42K | Dec 31, 25 | +102.25K | 0.16% |
| BUSH INVESTMENT GROUP, LLC | 243.33K | Dec 31, 25 | +8.42K | 0.14% |
| Clearview Wealth Advisors LLC | 34.51K | Dec 31, 25 | +20.32K | 0.02% |
| ORG Partners LLC | 34.35K | Dec 31, 25 | +9.39K | 0.02% |
| COMERICA BANK | 22.33K | Dec 31, 25 | +291 | 0.01% |
| Northwest Capital Management Inc | 5.40K | Dec 31, 25 | -7.79K | 0.00% |
| CIBC Private Wealth Group, LLC | 403 | Dec 31, 25 | +403 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 248 | Dec 31, 25 | +248 | 0.00% |
| Ransom Advisory, Ltd | 234 | Dec 31, 25 | +234 | 0.00% |
| TRUST CO OF VERMONT | 108 | Dec 31, 25 | +108 | 0.00% |
| GRIES FINANCIAL LLC | 129.07K | Sep 30, 25 | +129.07K | 0.08% |
| Certus Wealth Management, LLC | 85.37K | Sep 30, 25 | +34.48K | 0.05% |
| FULLCIRCLE WEALTH LLC | 45.59K | Sep 30, 25 | +26.34K | 0.03% |
| Siligmueller & Norvid Wealth Advisors LLC | 41.78K | Sep 30, 25 | +41.78K | 0.02% |
| Copperleaf Capital, LLC | 31.06K | Sep 30, 25 | +31.06K | 0.02% |
| Financial Advocates Investment Management | 25.50K | Sep 30, 25 | +16.54K | 0.01% |
| CROWLEY WEALTH MANAGEMENT, INC. | 7.29K | Sep 30, 25 | +2.60K | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 147.50K | Jun 30, 25 | +147.50K | 0.09% |
| Atria Wealth Solutions, Inc. | 114.54K | Jun 30, 25 | +114.54K | 0.07% |
| Good Life Advisors, LLC | 88.79K | Jun 30, 25 | +88.79K | 0.05% |
| First Horizon Advisors, Inc. | 70.36K | Jun 30, 25 | +70.36K | 0.04% |
| My Legacy Advisors, LLC | 21.44K | Jun 30, 25 | +21.44K | 0.01% |
| Elios Financial Group Inc. | 11.09K | Jun 30, 25 | +11.09K | 0.01% |
| Semmax Financial Advisors Inc. | 7.41K | Jun 30, 25 | +7.41K | 0.00% |