BAI

Institutional Ownership

Top 539 Institutional Holders
HolderSharesDateChange% Held
Archer Investment Management, LLC211.99KJun 30, 26+10.52K0.12%
Central Pacific Bank - Trust Division136.70KJun 30, 26+35.85K0.08%
VisionPoint Advisory Group, LLC56.22KJun 30, 26+48.38K0.03%
HARBOR INVESTMENT ADVISORY, LLC8.96KJun 30, 26+5.43K0.01%
Bison Wealth, LLC8.23KJun 30, 26-390.00%
Trinity Wealth Management, LLC5.87KJun 30, 26-9600.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3.97KJun 30, 26+3.97K0.00%
CX Institutional56Jun 30, 26+560.00%
ENVESTNET ASSET MANAGEMENT INC66.54MMar 31, 26+8.66M38.69%
LPL Financial LLC27.37MMar 31, 26+3.96M15.91%
JPMORGAN CHASE & CO20.37MMar 31, 26+4.13M11.84%
Dynasty Wealth Management, LLC19.65MMar 31, 26+7.71M11.43%
AMERIPRISE FINANCIAL INC9.45MMar 31, 26+2.60M5.49%
MORGAN STANLEY9.09MMar 31, 26+2.20M5.29%
SAGESPRING WEALTH PARTNERS, LLC7.45MMar 31, 26+2.78M4.33%
BANK OF AMERICA CORP /DE/6.75MMar 31, 26+1.62M3.93%
PARK AVENUE SECURITIES LLC6.24MMar 31, 26+505.50K3.63%
CWM, LLC5.61MMar 31, 26+490.27K3.26%
Envestnet Portfolio Solutions, Inc.5.59MMar 31, 26+64.55K3.25%
MML INVESTORS SERVICES, LLC5.23MMar 31, 26+44.70K3.04%
Cetera Investment Advisers4.80MMar 31, 26+497.55K2.79%
Janney Montgomery Scott LLC3.72MMar 31, 26+456.83K2.16%
RAYMOND JAMES FINANCIAL INC3.67MMar 31, 26+955.70K2.14%
NewEdge Advisors, LLC3.29MMar 31, 26+201.23K1.91%
Bank of New York Mellon Corp3.20MMar 31, 26+300.66K1.86%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.84MMar 31, 26+2.83M1.65%
COMMONWEALTH EQUITY SERVICES, LLC2.78MMar 31, 26+308.63K1.61%
Resources Investment Advisors, LLC.2.67MMar 31, 26+444.40K1.56%
SOFI WEALTH, LLC2.60MMar 31, 26+140.93K1.51%
Merit Financial Group, LLC2.52MMar 31, 26+350.04K1.46%
Foundations Investment Advisors, LLC2.43MMar 31, 26+279.73K1.41%
JB Capital LLC2.12MMar 31, 26+41.92K1.23%
STIFEL FINANCIAL CORP1.70MMar 31, 26+152.81K0.99%
Advocacy Wealth Management Services, LLC1.65MMar 31, 26+99.11K0.96%
Sanctuary Advisors, LLC1.61MMar 31, 26+122.07K0.93%
ADVISOR GROUP HOLDINGS, INC.1.60MMar 31, 26+540.31K0.93%
THRIVENT FINANCIAL FOR LUTHERANS1.58MMar 31, 26-376.68K0.92%
UNITED CAPITAL FINANCIAL ADVISERS, LLC1.52MMar 31, 26+24.61K0.88%
Destination Wealth Management1.48MMar 31, 26+77.55K0.86%
UBS Group AG1.24MMar 31, 26+560.67K0.72%
BlackRock, Inc.1.16MMar 31, 26-135.06K0.67%
Abundance Wealth Counselors1.11MMar 31, 26+13.53K0.65%
ROYAL BANK OF CANADA1.08MMar 31, 26+328.75K0.63%
Quotient Wealth Partners, LLC1.05MMar 31, 26+68.62K0.61%
AE Wealth Management LLC999.68KMar 31, 26+74.76K0.58%
Ascent Group, LLC973.08KMar 31, 26+47.12K0.57%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors945.92KMar 31, 26+281.30K0.55%
Cerity Partners LLC890.40KMar 31, 26+890.40K0.52%
Atria Investments, Inc889.50KMar 31, 26+90.29K0.52%
Integrated Wealth Concepts LLC865.86KMar 31, 26+88.42K0.50%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.845.90KMar 31, 26+57.56K0.49%
CreativeOne Wealth, LLC809.89KMar 31, 26+57.35K0.47%
TRUIST FINANCIAL CORP742.43KMar 31, 26+67.72K0.43%
Cambridge Investment Research Advisors, Inc.738.32KMar 31, 26+80.97K0.43%
SRS Capital Advisors, Inc.736.77KMar 31, 26+468.94K0.43%
ASSETMARK, INC732.67KMar 31, 26+554.49K0.43%
Icon Wealth Advisors, LLC721.28KMar 31, 26+105.26K0.42%
Parcion Private Wealth LLC714.23KMar 31, 26-320.54K0.42%
Equitable Holdings, Inc.709.78KMar 31, 26+225.54K0.41%
IHT Wealth Management, LLC683.92KMar 31, 26+145.60K0.40%
PATTON ALBERTSON MILLER GROUP, LLC662.08KMar 31, 26+158.20K0.38%
Tennessee Valley Asset Management Partners641.14KMar 31, 26+294.25K0.37%
UNIQUE WEALTH, LLC634.21KMar 31, 26+255.92K0.37%
Scarborough Advisors, LLC627.61KMar 31, 26+117.29K0.36%
Shepherd Financial Partners LLC622.97KMar 31, 26+124.17K0.36%
MGO ONE SEVEN LLC618.80KMar 31, 26+95.93K0.36%
Triad Wealth Partners, LLC602.25KMar 31, 26+212.99K0.35%
Sharkey, Howes & Javer593.34KMar 31, 26+22.87K0.35%
Kestra Advisory Services, LLC572.12KMar 31, 26+357.76K0.33%
Wharton Business Group, LLC556.67KMar 31, 26+556.67K0.32%
Mariner, LLC551.90KMar 31, 26-43.12K0.32%
West Wealth Group, LLC511.19KMar 31, 26+42.78K0.30%
Steward Partners Investment Advisory, LLC503.82KMar 31, 26+53.70K0.29%
Centerline Wealth Advisors, LLC479.29KMar 31, 26+63.71K0.28%
Horst & Graben Wealth Management LLC476.11KMar 31, 26+26.84K0.28%
CFS Investment Advisory Services, LLC475.07KMar 31, 26-1.21K0.28%
Trek Financial, LLC474.42KMar 31, 26+182.43K0.28%
Stone House Investment Management, LLC469.97KMar 31, 26+45.49K0.27%
MA Private Wealth469.16KMar 31, 26+19.03K0.27%
Vestmark Advisory Solutions, Inc.441.84KMar 31, 26+367.22K0.26%
Private Advisor Group, LLC435.28KMar 31, 26+26.27K0.25%
Stratos Wealth Partners, LTD.433.43KMar 31, 26+207.83K0.25%
Brinker Capital Investments, LLC432.97KMar 31, 26+36.74K0.25%
TSFG, LLC428.24KMar 31, 26+17.89K0.25%
Steel Peak Wealth Management LLC421.58KMar 31, 26-16.71K0.25%
Keystone Financial Group418.80KMar 31, 26+59.61K0.24%
KWB Wealth417.29KMar 31, 26-5.67K0.24%
NorthRock Partners, LLC414.03KMar 31, 26+59.56K0.24%
Concurrent Investment Advisors, LLC409.66KMar 31, 26+189.52K0.24%
Capital Analysts, LLC402.51KMar 31, 26+215.81K0.23%
Perennial Investment Advisors, LLC399.01KMar 31, 26+54.41K0.23%
JANE STREET GROUP, LLC392.04KMar 31, 26+392.04K0.23%
Gateway Wealth Partners, LLC388.53KMar 31, 26+306.76K0.23%
EQ LLC386.87KMar 31, 26+27.79K0.22%
Physician Wealth Advisors, Inc.386.28KMar 31, 26+17.25K0.22%
Security Financial Services, INC.384.84KMar 31, 26+21.67K0.22%
Farther Finance Advisors, LLC359.50KMar 31, 26+37.12K0.21%
PAX Financial Group, LLC356.43KMar 31, 26+34.68K0.21%
Buttonwood Financial Group, LLC353.59KMar 31, 26+66.71K0.21%
Kelly Financial Services LLC340.18KMar 31, 26+16.83K0.20%
Stokes Family Office, LLC336.58KMar 31, 26+4.20K0.20%
One Wealth Advisors, LLC332.16KMar 31, 26+20.86K0.19%
Strategic Blueprint, LLC331.35KMar 31, 26+17.77K0.19%
MCMORGAN & CO LLC331.31KMar 31, 26+4.23K0.19%
Wealth Alliance330.92KMar 31, 26+51.81K0.19%
Detalus Advisors, LLC326.92KMar 31, 26+64.74K0.19%
BEACON FINANCIAL GROUP316.82KMar 31, 26+18.84K0.18%
Keystone Financial Services309.68KMar 31, 26+55.19K0.18%
CAHILL FINANCIAL ADVISORS INC307.66KMar 31, 26+307.66K0.18%
WILEY BROS.-AINTREE CAPITAL, LLC296.40KMar 31, 26+92.43K0.17%
Blue Edge Capital, LLC295.29KMar 31, 26-15.80K0.17%
Advisory Services Network, LLC289.07KMar 31, 26+64.75K0.17%
U.S. Capital Wealth Advisors, LLC286.34KMar 31, 26+26.59K0.17%
Cardinal Strategic Wealth Guidance286.14KMar 31, 26+43.08K0.17%
Midwest Capital Advisors, LLC276.46KMar 31, 26+7.45K0.16%
ONE Advisory Partners, LLC271.23KMar 31, 26+7.64K0.16%
PRINCIPAL SECURITIES, INC.267.90KMar 31, 26+51.01K0.16%
Cypress Wealth Services, LLC267.14KMar 31, 26+18.15K0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC265.74KMar 31, 26+238.36K0.15%
SWMG, LLC260.78KMar 31, 26+13.75K0.15%
Kilter Group LLC259.83KMar 31, 26+10.42K0.15%
Tidemark, LLC256.22KMar 31, 26+34.10K0.15%
Greater Midwest Financial Group, LLC254.17KMar 31, 26+3.78K0.15%
Legacy Financial Group LLC251.73KMar 31, 26+8.51K0.15%
ShoreHaven Wealth Partners, LLC251.50KMar 31, 26+61.61K0.15%
DIVERSIFY WEALTH MANAGEMENT, LLC248.84KMar 31, 26+103.34K0.14%
Regal Investment Advisors LLC247.41KMar 31, 26+12.82K0.14%
Brookstone Capital Management246.33KMar 31, 26+18.82K0.14%
Modern Wealth Management, LLC246.22KMar 31, 26+84.08K0.14%
Vise Technologies, Inc.242.57KMar 31, 26--0.14%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT240.86KMar 31, 26+18.46K0.14%
Cornerstone Wealth Group, LLC238.73KMar 31, 26+19.14K0.14%
Sentinus, LLC238.25KMar 31, 26+26.24K0.14%
Patriot Financial Group Insurance Agency, LLC233.55KMar 31, 26+121.57K0.14%
Ancora Advisors, LLC231.59KMar 31, 26+22.31K0.13%
Avid Wealth Partners LLC230.87KMar 31, 26+35.05K0.13%
EWA, LLC230.03KMar 31, 26+6.27K0.13%
Ronald Blue Trust, Inc.227.58KMar 31, 26+1.70K0.13%
Pensionmark Financial Group, LLC219.78KMar 31, 26-2.95K0.13%
Embree Financial Group216.12KMar 31, 26+89.84K0.13%
Fifth Third Wealth Advisors LLC215.59KMar 31, 26+44.17K0.13%
JT Stratford LLC207.41KMar 31, 26+15.03K0.12%
Mutual Advisors, LLC206.88KMar 31, 26+20.88K0.12%
LIBERTY WEALTH MANAGEMENT LLC202.46KMar 31, 26+122.75K0.12%
KESTRA PRIVATE WEALTH SERVICES, LLC201.96KMar 31, 26+33.81K0.12%
Archer Investment Management, LLC201.47KMar 31, 26+149.68K0.12%
Invst, LLC199.81KMar 31, 26-8.51K0.12%
Lineweaver Wealth Advisors, LLC199.75KMar 31, 26+4.10K0.12%
Bay Harbor Wealth Management, LLC194.03KMar 31, 26+8.79K0.11%
Marks Group Wealth Management, Inc193.81KMar 31, 26+24.79K0.11%
Apollon Wealth Management, LLC192.62KMar 31, 26+12.21K0.11%
Synergy Investment Management, LLC192.02KMar 31, 26+28.17K0.11%
WealthShield Partners, LLC184.00KMar 31, 26+10.70K0.11%
Quadrant Private Wealth Management, LLC182.94KMar 31, 26+19.78K0.11%
Summit Financial, LLC181.13KMar 31, 26+159.33K0.11%
TSA Wealth Managment LLC176.47KMar 31, 26+15.99K0.10%
HighTower Advisors, LLC174.44KMar 31, 26+97.24K0.10%
Sovran Advisors, LLC171.63KMar 31, 26+15.93K0.10%
Snowden Capital Advisors LLC169.58KMar 31, 26+5.24K0.10%
Ashton Thomas Private Wealth, LLC163.80KMar 31, 26+21.95K0.10%
SIGNET FINANCIAL MANAGEMENT, LLC159.67KMar 31, 26+9.35K0.09%
Apeiron RIA LLC158.82KMar 31, 26-76.55K0.09%
Vertex Planning Partners, LLC158.34KMar 31, 26+14.66K0.09%
Cobblestone Asset Management LLC157.84KMar 31, 26+2.47K0.09%
StoneCrest Wealth Management, Inc.154.99KMar 31, 26+4.02K0.09%
Mayflower Financial Advisors, LLC152.54KMar 31, 26+11.96K0.09%
TWIN PEAKS WEALTH ADVISORS, LLC152.10KMar 31, 26+21.21K0.09%
INDEPENDENT FINANCIAL GROUP, LLC151.60KMar 31, 26+13.42K0.09%
Keebeck Wealth Management, LLC150.55KMar 31, 26+21.88K0.09%
SigFig Wealth Management, LLC146.88KMar 31, 26+7.46K0.09%
LINCOLN CAPITAL CORP146.82KMar 31, 26+146.82K0.09%
Beacon Bridge Wealth Partners, LLC146.38KMar 31, 26+2.79K0.09%
Cyndeo Wealth Partners, LLC145.81KMar 31, 26+38.39K0.08%
WCG Wealth Advisors LLC145.23KMar 31, 26+7.94K0.08%
Advyzon Investment Management, LLC144.74KMar 31, 26+46.65K0.08%
Able Wealth Management LLC143.77KMar 31, 26+130.97K0.08%
Mount Yale Investment Advisors, LLC143.66KMar 31, 26+78.79K0.08%
Intelligence Driven Advisers, LLC140.29KMar 31, 26+710.08%
Gen-Wealth Partners Inc139.80KMar 31, 26+19.43K0.08%
ENDEAVOR PRIVATE WEALTH, INC.139.50KMar 31, 26+31.66K0.08%
Integras Partners LLC139.32KMar 31, 26-4.79K0.08%
Focus Financial Network, Inc.137.78KMar 31, 26+82.93K0.08%
VestGen Advisors, LLC135.06KMar 31, 26+23.67K0.08%
True Vision MN LLC134.21KMar 31, 26+18.17K0.08%
Hobbs Wealth Management, LLC132.96KMar 31, 26+1.96K0.08%
M1 Capital Management LLC131.42KMar 31, 26+67.24K0.08%
Rockefeller Capital Management L.P.130.59KMar 31, 26+102.39K0.08%
LIFELONG WEALTH ADVISORS, INC.116.24KMar 31, 26+12.03K0.07%
Maia Wealth LLC115.75KMar 31, 26-5.75K0.07%
SWP FINANCIAL LLC115.37KMar 31, 26-4980.07%
ONE WEALTH CAPITAL MANAGEMENT, LLC105.03KMar 31, 26+10.55K0.06%
Spectrum Planning & Advisory Services Inc.104.18KMar 31, 26+6.05K0.06%
Simplicity Wealth,LLC104.07KMar 31, 26+19.74K0.06%
Pinion Investment Advisors, LLC101.42KMar 31, 26+18.20K0.06%
Central Pacific Bank - Trust Division100.84KMar 31, 26+100.84K0.06%
Western Wealth Management, LLC98.59KMar 31, 26+48.46K0.06%
EXCEL SECURITIES & ASSOCIATES, INC.98.33KMar 31, 26-1550.06%
Centurion Wealth Management LLC97.60KMar 31, 26+8.98K0.06%
Tradition Wealth Management, LLC96.29KMar 31, 26+3.26K0.06%
Csenge Advisory Group95.76KMar 31, 26+2.91K0.06%
Skyline Advisors, Inc.95.69KMar 31, 26+95.69K0.06%
Baird Financial Group, Inc.95.69KMar 31, 26+1.64K0.06%
Braun-Bostich & Associates Inc.93.58KMar 31, 26+7.04K0.05%
Cornerstone Planning Group LLC92.27KMar 31, 26+30.50K0.05%
Lantz Financial LLC91.42KMar 31, 26+10.42K0.05%
IFP Advisors, Inc88.10KMar 31, 26-5.13K0.05%
Holistic Planning, LLC86.83KMar 31, 26+31.35K0.05%
MILESTONE ASSET MANAGEMENT, LLC86.31KMar 31, 26+86.31K0.05%
Shared Vision Wealth Group LLC85.49KMar 31, 26+10.02K0.05%
J.W. COLE ADVISORS, INC.83.55KMar 31, 26+5.59K0.05%
B.O.S.S. Retirement Advisors, LLC83.38KMar 31, 26+3.35K0.05%
Berbice Capital Management LLC82.36KMar 31, 26+12.75K0.05%
Frisch Financial Group, Inc.82.15KMar 31, 26+32.14K0.05%
PFG Advisors81.93KMar 31, 26+9.04K0.05%
United Advisor Group, LLC75.62KMar 31, 26+7.17K0.04%
FFG RETIREMENT ADVISORS LLC74.47KMar 31, 26+4.02K0.04%
Redwood Investment Management, LLC74.14KMar 31, 26+11.81K0.04%
May Hill Capital, LLC74.00KMar 31, 26+7.71K0.04%
Sunbelt Securities, Inc.73.64KMar 31, 26-1.73K0.04%
Hoxton Planning & Management, LLC73.11KMar 31, 26+8.09K0.04%
VERUS CAPITAL PARTNERS, LLC72.36KMar 31, 26+13.01K0.04%
Capital Investment Advisory Services, LLC71.57KMar 31, 26+71.57K0.04%
Strategies Wealth Advisors, LLC69.96KMar 31, 26+69.96K0.04%
Merkkuri Wealth Advisors LLC69.54KMar 31, 26+2.34K0.04%
PANORAMIC INVESTMENT ADVISORS, LLC69.35KMar 31, 26+4.60K0.04%
ABSOLUTE CAPITAL MANAGEMENT, LLC69.17KMar 31, 26+21.46K0.04%
THEORY FINANCIAL LLC68.52KMar 31, 26+3050.04%
Tyche Wealth Partners LLC67.74KMar 31, 26+6.95K0.04%
RFG Advisory, LLC65.89KMar 31, 26+8.20K0.04%
FIRETHORN WEALTH PARTNERS, LLC63.90KMar 31, 26+3.15K0.04%
Barnes Wealth Management Group, Inc62.84KMar 31, 26+3.06K0.04%
Strategic Financial Concepts, LLC62.53KMar 31, 26+20.66K0.04%
JOURNEY STRATEGIC WEALTH LLC62.27KMar 31, 26+7.13K0.04%
Avidian Wealth Solutions, LLC61.60KMar 31, 26+2880.04%
Retirement Wealth Solutions LLC59.74KMar 31, 26+8.01K0.03%
WealthTrak Capital Management LLC55.88KMar 31, 26+7540.03%
Wealth Quarterback LLC55.26KMar 31, 26+3.91K0.03%
LifePlan Investment Advisors, Inc.55.08KMar 31, 26+6.87K0.03%
B. Riley Wealth Advisors, Inc.54.05KMar 31, 26+1.48K0.03%
Commonwealth Retirement Investments LLC53.18KMar 31, 26+7.86K0.03%
CHOREO, LLC52.95KMar 31, 26+16.02K0.03%
XY Planning Network, Inc.52.07KMar 31, 26+15.65K0.03%
WealthPLAN Partners, LLC51.02KMar 31, 26+2.64K0.03%
Summit Wealth Partners, LLC49.33KMar 31, 26+20.11K0.03%
Golden State Wealth Management, LLC49.09KMar 31, 26+33.39K0.03%
FLAGSHIP HARBOR ADVISORS, LLC48.84KMar 31, 26+2.38K0.03%
AQR CAPITAL MANAGEMENT LLC47.26KMar 31, 26+10.22K0.03%
WEALTHGARDEN F.S. LLC47.07KMar 31, 26+1.80K0.03%
Vantage Point Financial LLC46.71KMar 31, 26+6.01K0.03%
BCU Wealth Advisors, LLC46.63KMar 31, 26+3.23K0.03%
Sowell Financial Services LLC46.35KMar 31, 26+5.37K0.03%
BENJAMIN EDWARDS INC45.79KMar 31, 26+7.93K0.03%
Venturi Wealth Management, LLC45.75KMar 31, 26+45.75K0.03%
MARK SHEPTOFF FINANCIAL PLANNING, LLC44.89KMar 31, 26-9750.03%
First Heartland Consultants, Inc.44.13KMar 31, 26+4.97K0.03%
FINANCIAL LIFE ADVISORS43.14KMar 31, 26+43.14K0.03%
Sageworth Trust Co42.28KMar 31, 26+12.59K0.02%
Kingsview Wealth Management, LLC41.28KMar 31, 26+3.49K0.02%
CITIGROUP INC41.03KMar 31, 26+41.03K0.02%
Armor Investment Advisors, LLC40.54KMar 31, 26+40.54K0.02%
Keystone Wealth Services, LLC40.17KMar 31, 26-1.13K0.02%
NOVEM GROUP40.00KMar 31, 26+40.00K0.02%
LEIGH BALDWIN & CO., LLC39.00KMar 31, 26+9.07K0.02%
Buckingham Strategic Partners38.78KMar 31, 26+8.88K0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV38.41KMar 31, 26+4.81K0.02%
PUREfi Wealth, LLC37.92KMar 31, 26+17.01K0.02%
NORTHLAND SECURITIES, INC.37.91KMar 31, 26+3.53K0.02%
BALYASNY ASSET MANAGEMENT L.P.37.80KMar 31, 26+37.80K0.02%
Tempus Wealth Planning, LLC37.72KMar 31, 26+12.10K0.02%
Atomi Financial Group, Inc.36.96KMar 31, 26+36.96K0.02%
SUTTON PLACE INVESTORS LLC36.31KMar 31, 26+3.70K0.02%
JFS WEALTH ADVISORS, LLC36.05KMar 31, 26-3.96K0.02%
Fairvoy Private Wealth, LLC36.04KMar 31, 26+9.73K0.02%
Ridgeline Wealth Planning, LLC35.11KMar 31, 26-330.02%
WNY Asset Management, LLC35.05KMar 31, 26+35.05K0.02%
Horizon Wealth Management, LLC34.71KMar 31, 26+7.71K0.02%
US BANCORP \DE\34.68KMar 31, 26-556.19K0.02%
Smartleaf Asset Management LLC34.17KMar 31, 26+7.20K0.02%
WORLD EQUITY GROUP, INC.34.07KMar 31, 26+17.85K0.02%
Brookwood Investment Group LLC33.78KMar 31, 26+1.09K0.02%
EP Wealth Advisors, LLC33.60KMar 31, 26-8630.02%
Colony Group, LLC33.57KMar 31, 26+33.57K0.02%
Beacon Capital Management, LLC33.56KMar 31, 26+33.56K0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC32.75KMar 31, 26+14.75K0.02%
OMNI 360 Wealth, Inc.32.37KMar 31, 26+6.57K0.02%
BridgePort Financial Solutions, LLC32.34KMar 31, 26-3.16K0.02%
KM Capital Management Ltd.32.34KMar 31, 26-36.35K0.02%
BlackDiamond Wealth Management Inc.32.22KMar 31, 26-1.30K0.02%
STEPHEN J. GARRY & ASSOCIATES, LLC32.05KMar 31, 26+1.05K0.02%
WEDBUSH SECURITIES INC32.01KMar 31, 26-8.21K0.02%
Richmond Investment Services, LLC31.80KMar 31, 26+6.06K0.02%
Sigma Planning Corp31.80KMar 31, 26+3.35K0.02%
FIFTH THIRD BANCORP31.35KMar 31, 26+30.63K0.02%
W ADVISORS, LLC30.87KMar 31, 26+6.80K0.02%
Raleigh Capital Management Inc.30.57KMar 31, 26+5760.02%
Sovereign Financial Group, Inc.29.87KMar 31, 26+1.09K0.02%
Cardinal Point Capital Management, ULC29.74KMar 31, 26+29.74K0.02%
Traveka Wealth, LLC29.53KMar 31, 26+17.11K0.02%
HARBOUR INVESTMENTS, INC.29.45KMar 31, 26+8500.02%
REGIMEN WEALTH, LLC28.67KMar 31, 26+12.97K0.02%
Mosley Wealth Management28.19KMar 31, 26+2050.02%
KICKSTAND VENTURES, LLC.27.81KMar 31, 26+5.76K0.02%
Two West Capital Advisors LLC27.33KMar 31, 26+6.33K0.02%
Alta Wealth Advisors LLC27.24KMar 31, 26+15.57K0.02%
NWF Advisory Services Inc.27.20KMar 31, 26+11.16K0.02%
Beacon Financial Advisory LLC27.10KMar 31, 26+5.93K0.02%
Signal Advisors Wealth, LLC27.09KMar 31, 26-680.02%
LaSalle St. Investment Advisors, LLC26.48KMar 31, 26+3.83K0.02%
Arkadios Wealth Advisors26.37KMar 31, 26+8.37K0.02%
M Holdings Securities, Inc.26.33KMar 31, 26+5.41K0.02%
Family Management Corp26.00KMar 31, 26+3.30K0.02%
Optivise Advisory Services LLC25.21KMar 31, 26+9290.01%
MARIPAU WEALTH MANAGEMENT LLC25.03KMar 31, 26-1500.01%
Perigon Wealth Management, LLC24.66KMar 31, 26+3.48K0.01%
Transamerica Financial Advisors, Inc.24.43KMar 31, 26+3.84K0.01%
MKT Advisors LLC24.30KMar 31, 26+2.51K0.01%
Ameritas Advisory Services, LLC24.19KMar 31, 26+7.17K0.01%
Creative Planning23.92KMar 31, 26+10.16K0.01%
PRIVATE TRUST CO NA23.82KMar 31, 26+8.32K0.01%
Catalina Capital Group, LLC23.35KMar 31, 26+1.77K0.01%
DecisionMap Wealth Management, LLC23.29KMar 31, 26+8870.01%
Family Wealth Group, LLC22.86KMar 31, 26+4.85K0.01%
NWAM LLC22.50KMar 31, 26+12.03K0.01%
Gladstone Institutional Advisory LLC22.41KMar 31, 26+2.74K0.01%
Savvy Advisors, Inc.21.71KMar 31, 26+21.71K0.01%
Accelerate Investment Advisors LLC21.60KMar 31, 26+1.98K0.01%
DAVENPORT & Co LLC21.46KMar 31, 26+2.19K0.01%
Clear Creek Financial Management, LLC21.39KMar 31, 26+12.17K0.01%
TRANSCEND CAPITAL ADVISORS, LLC21.28KMar 31, 26+1.02K0.01%
PFG Investments, LLC21.04KMar 31, 26+6.78K0.01%
D. E. Shaw & Co., Inc.20.64KMar 31, 26+20.64K0.01%
Aspire Private Capital, LLC20.38KMar 31, 26+1.01K0.01%
Formidable Asset Management, LLC20.36KMar 31, 26+20.36K0.01%
Lifeworks Advisors, LLC20.08KMar 31, 26+1.60K0.01%
Argent Trust Co20.00KMar 31, 26+10.04K0.01%
COLDSTREAM CAPITAL MANAGEMENT INC19.52KMar 31, 26+3.10K0.01%
PINNACLE ASSOCIATES LTD19.46KMar 31, 26+2.42K0.01%
GOLDMAN SACHS GROUP INC19.36KMar 31, 26-110.06K0.01%
Avantra Family Wealth, Inc.19.29KMar 31, 26-1550.01%
Lantern Wealth Advisors, LLC19.25KMar 31, 26+4.27K0.01%
ALTERNA WEALTH MANAGEMENT, INC18.78KMar 31, 26+4.31K0.01%
Semus Wealth Partners LLC18.61KMar 31, 26+6620.01%
Resurgent Financial Advisors LLC18.57KMar 31, 26-1470.01%
Investor's Fiduciary Advisor Network, LLC18.52KMar 31, 26-1.28K0.01%
Gotham Asset Management, LLC17.70KMar 31, 26+8.90K0.01%
Magnolia Private Wealth, LLC17.23KMar 31, 26+8.28K0.01%
Imprint Wealth LLC16.99KMar 31, 26+5.20K0.01%
GWN SECURITIES INC.16.98KMar 31, 26+1.55K0.01%
GeoWealth Management, LLC16.84KMar 31, 26+2.78K0.01%
MN Wealth Advisors, LLC16.83KMar 31, 26+4300.01%
Betterment LLC16.38KMar 31, 26+6.46K0.01%
Arcadia Wealth Management, LLC16.20KMar 31, 26+3.14K0.01%
QRG CAPITAL MANAGEMENT, INC.15.83KMar 31, 26-1.65K0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS15.67KMar 31, 26+2.97K0.01%
Wealthcare Advisory Partners LLC15.52KMar 31, 26+2850.01%
Latitude Advisors, LLC14.82KMar 31, 26+7.17K0.01%
Gallagher Fiduciary Advisors, LLC14.67KMar 31, 26+3990.01%
Ausdal Financial Partners, Inc.14.61KMar 31, 26+2.10K0.01%
MSH Capital Advisors LLC14.58KMar 31, 26+9710.01%
Independent Advisor Alliance14.37KMar 31, 26+14.37K0.01%
Hutchens & Kramer Investment Management Group, LLC14.37KMar 31, 26+770.01%
Sound Income Strategies, LLC14.16KMar 31, 26+9580.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC13.26KMar 31, 26+460.01%
Blue Capital, Inc.12.99KMar 31, 26+1.13K0.01%
SMART Wealth LLC12.77KMar 31, 26+12.77K0.01%
Cooper Financial Group12.51KMar 31, 26+12.51K0.01%
Kovack Advisors, Inc.12.31KMar 31, 26+3.15K0.01%
Hanlon Investment Management, Inc.12.28KMar 31, 26-390.01%
GTS SECURITIES LLC12.26KMar 31, 26+5.98K0.01%
IPG Investment Advisors LLC12.15KMar 31, 26+1.00K0.01%
Concorde Asset Management, LLC11.96KMar 31, 26+6590.01%
Spire Wealth Management11.79KMar 31, 26+2870.01%
BEACON FINANCIAL PLANNING, INC11.71KMar 31, 26+11.71K0.01%
EverSource Wealth Advisors, LLC11.64KMar 31, 26+2.52K0.01%
Crown Wealth Group, LLC11.59KMar 31, 26+11.59K0.01%
Fulcrum Equity Management11.54KMar 31, 26+1680.01%
LexAurum Advisors, LLC11.39KMar 31, 26+11.39K0.01%
McGlone Suttner Wealth Management, Inc.10.76KMar 31, 26--0.01%
WELLS FARGO & COMPANY/MN10.51KMar 31, 26+6.35K0.01%
KINGSWOOD WEALTH ADVISORS, LLC10.50KMar 31, 26+1.30K0.01%
Cape Investment Advisory, Inc.10.12KMar 31, 26+2.08K0.01%
RCS Financial Planning, LLC10.08KMar 31, 26-40.82K0.01%
Quartz Partners, LLC10.00KMar 31, 26+10.00K0.01%
Yukon Wealth Management, Inc.9.99KMar 31, 26+2.17K0.01%
LongView Wealth Management9.81KMar 31, 26+2.73K0.01%
TUDOR INVESTMENT CORP ET AL9.59KMar 31, 26+9.59K0.01%
Oregon Pacific Wealth Management, LLC9.53KMar 31, 26+9310.01%
LOCKERMAN FINANCIAL GROUP, INC.9.34KMar 31, 26+2.90K0.01%
Atlatl Advisers LLC9.19KMar 31, 26-12.93K0.01%
SEEDS INVESTOR LLC9.18KMar 31, 26+9.18K0.01%
Eqis Capital Management, Inc.8.98KMar 31, 26-2.12K0.01%
OneAscent Financial Services LLC8.98KMar 31, 26+30.01%
Richardson Capital Management LLC8.95KMar 31, 26+8.21K0.01%
FLP Wealth Management, LLC8.81KMar 31, 26+9570.01%
SeaCrest Wealth Management, LLC8.63KMar 31, 26+8.63K0.01%
Advisor OS, LLC8.49KMar 31, 26+8.49K0.00%
Pinnacle Family Advisors, LLC8.42KMar 31, 26+2040.00%
Bison Wealth, LLC8.27KMar 31, 26-760.00%
CASCADE INVESTMENT GROUP, INC.8.25KMar 31, 26+5000.00%
Stirlingshire Investments, Inc.8.06KMar 31, 26+8010.00%
Rossby Financial, LCC8.02KMar 31, 26+7.69K0.00%
SILVERLAKE WEALTH MANAGEMENT LLC7.74KMar 31, 26+7.74K0.00%
Prime Capital Investment Advisors, LLC7.70KMar 31, 26+1.02K0.00%
Prosperity Consulting Group, LLC7.70KMar 31, 26+7.70K0.00%
Waldron Private Wealth LLC7.39KMar 31, 26+6280.00%
STRATEGY ASSET MANAGERS LLC7.22KMar 31, 26+1450.00%
Continuum Advisory, LLC7.20KMar 31, 26+5250.00%
Robertson Stephens Wealth Management, LLC7.01KMar 31, 26+7.01K0.00%
BRADLEY FOSTER & SARGENT INC/CT6.90KMar 31, 26--0.00%
Syntegra Private Wealth Group, LLC6.57KMar 31, 26-440.00%
DSG Capital Advisors, LLC6.50KMar 31, 26-2530.00%
Empirical Asset Management, LLC6.49KMar 31, 26+1600.00%
Essex Financial Services, Inc.6.49KMar 31, 26+6.49K0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC6.09KMar 31, 26+6.09K0.00%
Kingdom Financial Group LLC.5.89KMar 31, 26+1.54K0.00%
Lloyd Advisory Services, LLC.5.89KMar 31, 26-7.27K0.00%
Financial Management Professionals, Inc.5.67KMar 31, 26--0.00%
New Republic Capital, LLC5.24KMar 31, 26+2390.00%
CENTAURUS FINANCIAL, INC.5.08KMar 31, 26+1.10K0.00%
Golden State Equity Partners4.96KMar 31, 26-4.37K0.00%
FMR LLC4.71KMar 31, 26+3.29K0.00%
NBT BANK N A /NY4.67KMar 31, 26+4.64K0.00%
Federation des caisses Desjardins du Quebec3.89KMar 31, 26+1.99K0.00%
HARBOR INVESTMENT ADVISORY, LLC3.54KMar 31, 26+1.80K0.00%
Opal Wealth Advisors, LLC2.95KMar 31, 26+2.95K0.00%
REAP Financial Group, LLC2.79KMar 31, 26+1310.00%
MAI Capital Management2.65KMar 31, 26+1.22K0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.58KMar 31, 26+9640.00%
AdvisorNet Financial, Inc2.34KMar 31, 26-1370.00%
Aptus Capital Advisors, LLC2.05KMar 31, 26+1360.00%
Quest 10 Wealth Builders, Inc.1.79KMar 31, 26+190.00%
Team Financial Group, LLC1.47KMar 31, 26+5080.00%
BOKF, NA1.39KMar 31, 26+1.39K0.00%
JONES FINANCIAL COMPANIES LLLP1.34KMar 31, 26+1.34K0.00%
Strategic Wealth Partners, Ltd.1.15KMar 31, 26+2270.00%
Parallel Advisors, LLC1.12KMar 31, 26+1450.00%
GUARDIAN WEALTH ADVISORS, LLC / NC1.10KMar 31, 26+1.10K0.00%
Nemes Rush Group LLC1.10KMar 31, 26--0.00%
Bogart Wealth, LLC958Mar 31, 26+9580.00%
Salomon & Ludwin, LLC837Mar 31, 26+450.00%
CARY STREET PARTNERS FINANCIAL LLC634Mar 31, 26+1170.00%
Wells Financial Advisors INC610Mar 31, 26+300.00%
Keystone Financial Group, Inc.601Mar 31, 26+860.00%
Founders Financial Alliance, LLC595Mar 31, 26+4950.00%
Reyes Financial Architecture, Inc.509Mar 31, 26+5090.00%
Elevated Capital Advisors, LLC502Mar 31, 26+5020.00%
AMERIFLEX GROUP, INC.501Mar 31, 26--0.00%
TD Waterhouse Canada Inc.484Mar 31, 26+3140.00%
Key FInancial Inc446Mar 31, 26--0.00%
JNBA Financial Advisors441Mar 31, 26--0.00%
Bank of Jackson Hole Trust432Mar 31, 26--0.00%
Indiana Trust & Investment Management CO409Mar 31, 26+4090.00%
Glass Jacobson Investment Advisors llc400Mar 31, 26--0.00%
NBC SECURITIES, INC.382Mar 31, 26--0.00%
Roble, Belko & Company, Inc363Mar 31, 26--0.00%
CURIO WEALTH, LLC341Mar 31, 26--0.00%
Comprehensive Financial Planning, Inc./PA334Mar 31, 26--0.00%
City State Bank310Mar 31, 26--0.00%
Measured Wealth Private Client Group, LLC252Mar 31, 26+2520.00%
Financial Freedom, LLC230Mar 31, 26+2300.00%
N.E.W. Advisory Services LLC214Mar 31, 26+2140.00%
CULLEN/FROST BANKERS, INC.188Mar 31, 26+1880.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC130Mar 31, 26+1300.00%
Larson Financial Group LLC122Mar 31, 26+1220.00%
BANK OF MONTREAL /CAN/122Mar 31, 26-930.00%
Parkside Financial Bank & Trust118Mar 31, 26+1180.00%
Allworth Financial LP81Mar 31, 26+680.00%
Root Financial Partners, LLC79Mar 31, 26+790.00%
Johnson Financial Group, Inc.65Mar 31, 26+650.00%
UBS ASSET MANAGEMENT AMERICAS INC46Mar 31, 26+460.00%
CHELSEA COUNSEL CO38Mar 31, 26--0.00%
Crewe Advisors LLC38Mar 31, 26--0.00%
PROATHLETE WEALTH MANAGEMENT LLC29Mar 31, 26+20.00%
Russell Investments Group, Ltd.28Mar 31, 26+280.00%
UMB Bank, n.a.25Mar 31, 26+250.00%
CENTRAL TRUST Co25Mar 31, 26+170.00%
Orion Capital Management LLC9Mar 31, 26+90.00%
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, LLC845.38KDec 31, 25+36.99K0.49%
High Falls Advisors, Inc386.61KDec 31, 25+48.15K0.22%
Global Retirement Partners, LLC268.42KDec 31, 25+102.25K0.16%
BUSH INVESTMENT GROUP, LLC243.33KDec 31, 25+8.42K0.14%
Clearview Wealth Advisors LLC34.51KDec 31, 25+20.32K0.02%
ORG Partners LLC34.35KDec 31, 25+9.39K0.02%
COMERICA BANK22.33KDec 31, 25+2910.01%
Northwest Capital Management Inc5.40KDec 31, 25-7.79K0.00%
CIBC Private Wealth Group, LLC403Dec 31, 25+4030.00%
TUCKER ASSET MANAGEMENT LLC248Dec 31, 25+2480.00%
Ransom Advisory, Ltd234Dec 31, 25+2340.00%
TRUST CO OF VERMONT108Dec 31, 25+1080.00%
GRIES FINANCIAL LLC129.07KSep 30, 25+129.07K0.08%
Certus Wealth Management, LLC85.37KSep 30, 25+34.48K0.05%
FULLCIRCLE WEALTH LLC45.59KSep 30, 25+26.34K0.03%
Siligmueller & Norvid Wealth Advisors LLC41.78KSep 30, 25+41.78K0.02%
Copperleaf Capital, LLC31.06KSep 30, 25+31.06K0.02%
Financial Advocates Investment Management25.50KSep 30, 25+16.54K0.01%
CROWLEY WEALTH MANAGEMENT, INC.7.29KSep 30, 25+2.60K0.00%
AVANTAX ADVISORY SERVICES, INC.147.50KJun 30, 25+147.50K0.09%
Atria Wealth Solutions, Inc.114.54KJun 30, 25+114.54K0.07%
Good Life Advisors, LLC88.79KJun 30, 25+88.79K0.05%
First Horizon Advisors, Inc.70.36KJun 30, 25+70.36K0.04%
My Legacy Advisors, LLC21.44KJun 30, 25+21.44K0.01%
Elios Financial Group Inc.11.09KJun 30, 25+11.09K0.01%
Semmax Financial Advisors Inc.7.41KJun 30, 25+7.41K0.00%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.