iShares MSCI EAFE Min Vol Factor ETF(EFAV)

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iShares MSCI EAFE Min Vol Factor ETF(EFAV)

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$89.02—

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EFAV(EFAV)

EFAV

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 751 Institutional Holders

Holder	Shares	Date	Change	% Held
FMR LLC	7.63M	Mar 31, 26	-371.84K	12.73%
BANK OF AMERICA CORP /DE/	3.93M	Mar 31, 26	-63.45K	6.56%
BlackRock, Inc.	3.57M	Mar 31, 26	-430.92K	5.96%
MORGAN STANLEY	2.47M	Mar 31, 26	+163.30K	4.13%
Wharton Business Group, LLC	1.71M	Mar 31, 26	-47.66K	2.86%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.20M	Mar 31, 26	+39.61K	1.99%
ENVESTNET ASSET MANAGEMENT INC	1.04M	Mar 31, 26	+68.50K	1.73%
LPL Financial LLC	948.33K	Mar 31, 26	+50.75K	1.58%
Financial Engines Advisors L.L.C.	768.38K	Mar 31, 26	-28.83K	1.28%
SECURIAN ASSET MANAGEMENT, INC	702.77K	Mar 31, 26	-97.00K	1.17%
WELLS FARGO & COMPANY/MN	688.03K	Mar 31, 26	-16.38K	1.15%
UBS Group AG	685.03K	Mar 31, 26	+49.96K	1.14%
AMERIPRISE FINANCIAL INC	672.22K	Mar 31, 26	+45.72K	1.12%
SEI INVESTMENTS CO	669.09K	Mar 31, 26	+1.32K	1.12%
RAYMOND JAMES FINANCIAL INC	531.48K	Mar 31, 26	+68.45K	0.89%
ROYAL BANK OF CANADA	493.58K	Mar 31, 26	-4.15K	0.82%
Cambridge Investment Research Advisors, Inc.	433.23K	Mar 31, 26	+2.20K	0.72%
ASSETMARK, INC	420.71K	Mar 31, 26	-9.07K	0.70%
Creative Planning	400.99K	Mar 31, 26	+8.07K	0.67%
MERCER GLOBAL ADVISORS INC /ADV	397.19K	Mar 31, 26	-47.89K	0.66%
Summit Financial, LLC	374.32K	Mar 31, 26	+2.66K	0.62%
Cetera Investment Advisers	356.88K	Mar 31, 26	+8.78K	0.60%
Amundi	350.80K	Mar 31, 26	-38.98K	0.59%
ALLIANCEBERNSTEIN L.P.	313.05K	Mar 31, 26	-5.96K	0.52%
Facet Wealth, Inc.	301.09K	Mar 31, 26	+852	0.50%
COMMONWEALTH EQUITY SERVICES, LLC	295.82K	Mar 31, 26	-10.80K	0.49%
Brookstone Capital Management	225.98K	Mar 31, 26	+7.44K	0.38%
Armbruster Capital Management, Inc.	221.43K	Mar 31, 26	+2.13K	0.37%
Geneos Wealth Management Inc.	213.92K	Mar 31, 26	+106.29K	0.36%
JONES FINANCIAL COMPANIES LLLP	207.25K	Mar 31, 26	+25.14K	0.35%
Penserra Capital Management LLC	197.69K	Mar 31, 26	+197.69K	0.33%
Lester Murray Antman dba SimplyRich	186.31K	Mar 31, 26	-4.54K	0.31%
Portfolio Design Labs, LLC	174.47K	Mar 31, 26	-1.69K	0.29%
Mariner, LLC	158.28K	Mar 31, 26	+6.75K	0.26%
MML INVESTORS SERVICES, LLC	155.18K	Mar 31, 26	-35.81K	0.26%
Ledyard National Bank	152.03K	Mar 31, 26	+2.46K	0.25%
ANDERSON HOAGLAND & CO	147.81K	Mar 31, 26	+1.39K	0.25%
ADVISOR GROUP HOLDINGS, INC.	144.70K	Mar 31, 26	-13.51K	0.24%
Symmetry Partners, LLC	140.52K	Mar 31, 26	+7.17K	0.23%
Horizon Investments, LLC	132.66K	Mar 31, 26	+44.77K	0.22%
Vestcor Inc	132.05K	Mar 31, 26	-98.13K	0.22%
Merit Financial Group, LLC	129.40K	Mar 31, 26	+60.84K	0.22%
TRUIST FINANCIAL CORP	127.77K	Mar 31, 26	-2.05K	0.21%
Ascent Group, LLC	127.20K	Mar 31, 26	-175	0.21%
ProVise Management Group, LLC	120.36K	Mar 31, 26	+922	0.20%
PRINCIPAL SECURITIES, INC.	115.59K	Mar 31, 26	+2.19K	0.19%
FIFTH THIRD BANCORP	111.12K	Mar 31, 26	+109.12K	0.19%
Magnus Financial Group LLC	110.27K	Mar 31, 26	-1.53K	0.18%
CAPTRUST FINANCIAL ADVISORS	104.73K	Mar 31, 26	-42.68K	0.17%
JPMORGAN CHASE & CO	103.26K	Mar 31, 26	-2.62K	0.17%
Baird Financial Group, Inc.	102.02K	Mar 31, 26	+12.42K	0.17%
Wright Fund Management, LLC	99.75K	Mar 31, 26	+99.75K	0.17%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	92.88K	Mar 31, 26	+2.86K	0.15%
CHOREO, LLC	92.21K	Mar 31, 26	-1.27K	0.15%
STIFEL FINANCIAL CORP	85.08K	Mar 31, 26	-777	0.14%
Asset Management Group, Inc.	84.28K	Mar 31, 26	-106	0.14%
CUTLER INVESTMENT COUNSEL LLC	80.93K	Mar 31, 26	-4.50K	0.14%
HighTower Advisors, LLC	80.65K	Mar 31, 26	-5.68K	0.13%
Mission Creek Capital Partners, Inc.	79.22K	Mar 31, 26	-642	0.13%
Well Done, LLC	75.72K	Mar 31, 26	-2.52K	0.13%
Colony Group, LLC	68.87K	Mar 31, 26	+91	0.11%
Estate Counselors, LLC	68.58K	Mar 31, 26	-185	0.11%
BANK OF MONTREAL /CAN/	68.26K	Mar 31, 26	+5.54K	0.11%
Anchor Investment Management, LLC	67.37K	Mar 31, 26	+3.77K	0.11%
FOUNDERS FINANCIAL SECURITIES LLC	66.43K	Mar 31, 26	-21.74K	0.11%
Rakuten Investment Management, Inc.	65.51K	Mar 31, 26	+32.76K	0.11%
NewEdge Advisors, LLC	64.76K	Mar 31, 26	-3.90K	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	62.57K	Mar 31, 26	-15.71K	0.10%
Private Advisor Group, LLC	58.94K	Mar 31, 26	+13.13K	0.10%
Pensionmark Financial Group, LLC	58.29K	Mar 31, 26	-1.10K	0.10%
TRUST CO OF VIRGINIA /VA	56.73K	Mar 31, 26	-180	0.09%
ASPIRIANT, LLC	55.86K	Mar 31, 26	-9.82K	0.09%
Apella Capital, LLC	55.71K	Mar 31, 26	-6.53K	0.09%
GLENMEDE TRUST CO NA	55.57K	Mar 31, 26	-12.35K	0.09%
Wealth Advisors of Iowa, LLC	53.46K	Mar 31, 26	-3.55K	0.09%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	51.75K	Mar 31, 26	+2.65K	0.09%
Strategic Blueprint, LLC	50.73K	Mar 31, 26	+1.06K	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	49.15K	Mar 31, 26	-1.39K	0.08%
Rockefeller Capital Management L.P.	48.69K	Mar 31, 26	+189	0.08%
Adviser Investments LLC	43.57K	Mar 31, 26	-5.34K	0.07%
Advisory Services Network, LLC	42.98K	Mar 31, 26	+1.53K	0.07%
CWM, LLC	42.29K	Mar 31, 26	-11.28K	0.07%
MAGNOLIA CAPITAL ADVISORS LLC	42.12K	Mar 31, 26	+24.82K	0.07%
Quadrature Capital Ltd	42.12K	Mar 31, 26	+34.93K	0.07%
Independent Advisor Alliance	41.95K	Mar 31, 26	+41.95K	0.07%
Shore Point Advisors, LLC	41.28K	Mar 31, 26	-1.17K	0.07%
Rehmann Capital Advisory Group	40.74K	Mar 31, 26	+6.67K	0.07%
MAI Capital Management	40.62K	Mar 31, 26	-765	0.07%
Transamerica Financial Advisors, Inc.	40.26K	Mar 31, 26	+6.95K	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	40.17K	Mar 31, 26	-992	0.07%
Mutual Advisors, LLC	40.04K	Mar 31, 26	-1.30K	0.07%
Samalin Investment Counsel, LLC	39.92K	Mar 31, 26	+292	0.07%
BlueStem Wealth Partners, LLC	39.72K	Mar 31, 26	+39.72K	0.07%
Capital Analysts, LLC	39.18K	Mar 31, 26	+1.83K	0.07%
Corsicana & Co.	37.99K	Mar 31, 26	+620	0.06%
IMA Wealth, Inc.	37.21K	Mar 31, 26	-2.69K	0.06%
Sequoia Financial Advisors, LLC	37.16K	Mar 31, 26	-7.29K	0.06%
Savant Capital, LLC	36.92K	Mar 31, 26	-1.09K	0.06%
Integrated Wealth Concepts LLC	36.72K	Mar 31, 26	+2.41K	0.06%
Kestra Advisory Services, LLC	35.18K	Mar 31, 26	+4.77K	0.06%
BridgePort Financial Solutions, LLC	34.05K	Mar 31, 26	-755	0.06%
RHS Financial, LLC	33.66K	Mar 31, 26	+12.07K	0.06%
Physician Wealth Advisors, Inc.	33.36K	Mar 31, 26	-1.03K	0.06%
MGO ONE SEVEN LLC	32.43K	Mar 31, 26	+3.88K	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	31.30K	Mar 31, 26	+22.09K	0.05%
Brickley Wealth Management	31.27K	Mar 31, 26	+269	0.05%
VAUGHAN & Co SECURITIES, INC.	31.24K	Mar 31, 26	-474	0.05%
Prism Advisors, Inc.	30.14K	Mar 31, 26	--	0.05%
Resources Investment Advisors, LLC.	29.32K	Mar 31, 26	+29.32K	0.05%
DIVERSIFY WEALTH MANAGEMENT, LLC	29.10K	Mar 31, 26	+29.10K	0.05%
IHT Wealth Management, LLC	28.60K	Mar 31, 26	+999	0.05%
UMB Bank, n.a.	28.08K	Mar 31, 26	+4.06K	0.05%
D.A. DAVIDSON & CO.	27.86K	Mar 31, 26	-704	0.05%
MorganRosel Wealth Management, LLC	27.84K	Mar 31, 26	-15.63K	0.05%
Cerity Partners LLC	27.69K	Mar 31, 26	+1.49K	0.05%
MATHER GROUP, LLC.	27.05K	Mar 31, 26	-77	0.05%
SHUFRO ROSE & CO LLC	26.08K	Mar 31, 26	+575	0.04%
Fortune Financial Advisors, LLC	25.81K	Mar 31, 26	+2.43K	0.04%
Frontier Asset Management, LLC	25.80K	Mar 31, 26	+25.80K	0.04%
J.W. COLE ADVISORS, INC.	25.45K	Mar 31, 26	+34	0.04%
Beacon Pointe Advisors, LLC	25.31K	Mar 31, 26	+4.96K	0.04%
Ausdal Financial Partners, Inc.	25.23K	Mar 31, 26	+523	0.04%
Arkadios Wealth Advisors	24.90K	Mar 31, 26	-1.13K	0.04%
Buckingham Strategic Partners	24.43K	Mar 31, 26	+397	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	23.19K	Mar 31, 26	+1.60K	0.04%
Gateway Wealth Partners, LLC	23.14K	Mar 31, 26	+12.24K	0.04%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	22.84K	Mar 31, 26	+1.50K	0.04%
CGN Advisors LLC	22.71K	Mar 31, 26	+661	0.04%
Klingman & Associates, LLC	22.54K	Mar 31, 26	-150	0.04%
Friedenthal Financial	22.48K	Mar 31, 26	-294	0.04%
McNaughton Wealth Management, LLC	21.49K	Mar 31, 26	-302	0.04%
Steward Partners Investment Advisory, LLC	21.22K	Mar 31, 26	-708	0.04%
Bank of New York Mellon Corp	21.13K	Mar 31, 26	-315	0.04%
BROWN WEALTH MANAGEMENT, LLC	20.81K	Mar 31, 26	-15	0.03%
CVA Family Office, LLC	20.01K	Mar 31, 26	-875	0.03%
Berger Financial Group, Inc	20.00K	Mar 31, 26	-550	0.03%
Breakwater Capital Group	19.52K	Mar 31, 26	+113	0.03%
Stratos Wealth Partners, LTD.	18.65K	Mar 31, 26	+1.16K	0.03%
Bell Investment Advisors, Inc	17.96K	Mar 31, 26	-72	0.03%
Bleakley Financial Group, LLC	17.80K	Mar 31, 26	+38	0.03%
HB Wealth Management, LLC	17.68K	Mar 31, 26	-7	0.03%
Bellwether Advisors, LLC	17.58K	Mar 31, 26	-333	0.03%
Betterment LLC	17.47K	Mar 31, 26	-423	0.03%
Sanctuary Advisors, LLC	17.44K	Mar 31, 26	-1.47K	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	17.17K	Mar 31, 26	-12.92K	0.03%
Peterson Wealth Advisors, LLC	16.62K	Mar 31, 26	+406	0.03%
ROOF EIDAM & MAYCOCK/ADV	16.59K	Mar 31, 26	-675	0.03%
M Holdings Securities, Inc.	16.57K	Mar 31, 26	-7.01K	0.03%
TPG Advisors LLC	16.44K	Mar 31, 26	-1.05K	0.03%
Foster Victor Wealth Advisors, LLC	16.07K	Mar 31, 26	-127	0.03%
Tacita Capital Inc	15.76K	Mar 31, 26	--	0.03%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	15.69K	Mar 31, 26	--	0.03%
Capital Advisors, Ltd. LLC	15.24K	Mar 31, 26	+377	0.03%
Prime Capital Investment Advisors, LLC	15.15K	Mar 31, 26	-1.25K	0.03%
Carr Financial Group Corp	15.13K	Mar 31, 26	--	0.03%
HBK Sorce Advisory LLC	14.89K	Mar 31, 26	-1.91K	0.02%
Quantinno Capital Management LP	14.86K	Mar 31, 26	+1.29K	0.02%
Foster Group, Inc.	14.85K	Mar 31, 26	-618	0.02%
Janney Montgomery Scott LLC	14.72K	Mar 31, 26	-1.57K	0.02%
SAWGRASS ASSET MANAGEMENT LLC	14.60K	Mar 31, 26	--	0.02%
CITIZENS FINANCIAL GROUP INC/RI	14.39K	Mar 31, 26	-216	0.02%
SILVER OAK SECURITIES, INCORPORATED	14.38K	Mar 31, 26	+14.38K	0.02%
IBEX WEALTH ADVISORS	14.34K	Mar 31, 26	--	0.02%
Atomi Financial Group, Inc.	14.26K	Mar 31, 26	+123	0.02%
PARK AVENUE SECURITIES LLC	14.01K	Mar 31, 26	-2.09K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13.72K	Mar 31, 26	+1.54K	0.02%
OLD MISSION CAPITAL LLC	13.56K	Mar 31, 26	+13.56K	0.02%
Waldron Private Wealth LLC	13.55K	Mar 31, 26	+163	0.02%
Prospera Financial Services Inc	13.50K	Mar 31, 26	+2.96K	0.02%
Elevation Capital Advisory, LLC	13.43K	Mar 31, 26	-8.59K	0.02%
Equitable Holdings, Inc.	13.11K	Mar 31, 26	-864	0.02%
Round Rock Advisors, LLC	12.93K	Mar 31, 26	-19	0.02%
Lido Advisors, LLC	12.78K	Mar 31, 26	+126	0.02%
MONECO Advisors, LLC	12.75K	Mar 31, 26	+828	0.02%
Focus Financial Network, Inc.	12.53K	Mar 31, 26	+2.10K	0.02%
Perigon Wealth Management, LLC	12.51K	Mar 31, 26	-537	0.02%
Allworth Financial LP	12.46K	Mar 31, 26	-659	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	12.36K	Mar 31, 26	-470	0.02%
PCA Investment Advisory Services Inc.	12.21K	Mar 31, 26	+74	0.02%
Heirloom Wealth Management	12.15K	Mar 31, 26	+12.15K	0.02%
Baker Ellis Asset Management LLC	11.95K	Mar 31, 26	-200	0.02%
TWO SIGMA SECURITIES, LLC	11.83K	Mar 31, 26	+6.37K	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	11.52K	Mar 31, 26	--	0.02%
Shira Ridge Wealth Management	11.21K	Mar 31, 26	-179	0.02%
VestGen Advisors, LLC	10.92K	Mar 31, 26	+10.92K	0.02%
FOSTER & MOTLEY INC	10.85K	Mar 31, 26	-729	0.02%
Clark Asset Management, LLC	10.80K	Mar 31, 26	--	0.02%
PFG Advisors	10.77K	Mar 31, 26	+461	0.02%
Envestnet Portfolio Solutions, Inc.	10.75K	Mar 31, 26	-9.96K	0.02%
CFS Investment Advisory Services, LLC	10.61K	Mar 31, 26	--	0.02%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	10.56K	Mar 31, 26	--	0.02%
TOMPKINS FINANCIAL CORP	10.53K	Mar 31, 26	+861	0.02%
Miracle Mile Advisors, LLC	10.33K	Mar 31, 26	-239	0.02%
Joel Isaacson & Co., LLC	10.26K	Mar 31, 26	--	0.02%
SWEENEY & MICHEL, LLC	9.94K	Mar 31, 26	+100	0.02%
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.	9.79K	Mar 31, 26	-10	0.02%
Wealthspire Advisors, LLC	9.76K	Mar 31, 26	--	0.02%
Ellis Investment Partners, LLC	9.66K	Mar 31, 26	+102	0.02%
INVESTMENT PARTNERS, LTD.	9.61K	Mar 31, 26	-1.36K	0.02%
Empirical Asset Management, LLC	9.27K	Mar 31, 26	--	0.02%
STEPHENS INC /AR/	9.24K	Mar 31, 26	--	0.02%
WESBANCO BANK INC	9.23K	Mar 31, 26	-67	0.02%
Arcus Capital Partners, LLC	9.13K	Mar 31, 26	-30	0.02%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	9.05K	Mar 31, 26	--	0.02%
Farther Finance Advisors, LLC	8.94K	Mar 31, 26	-596	0.01%
SPIREPOINT PRIVATE CLIENT, LLC	8.92K	Mar 31, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	8.81K	Mar 31, 26	+2.30K	0.01%
Hibernia Wealth Partners, LLC	8.78K	Mar 31, 26	+346	0.01%
Clearstead Advisors, LLC	8.73K	Mar 31, 26	+845	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	8.73K	Mar 31, 26	+4.12K	0.01%
Private Advisory Group LLC	8.56K	Mar 31, 26	+8.56K	0.01%
STOCK YARDS BANK & TRUST CO	8.52K	Mar 31, 26	+440	0.01%
Savvy Advisors, Inc.	8.49K	Mar 31, 26	-346	0.01%
Qube Research & Technologies Ltd	8.49K	Mar 31, 26	-52.49K	0.01%
FIDUCIARY TRUST CO	8.40K	Mar 31, 26	-1.65K	0.01%
Bogart Wealth, LLC	8.34K	Mar 31, 26	--	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	8.28K	Mar 31, 26	-1.45K	0.01%
FRANKLIN RESOURCES INC	8.09K	Mar 31, 26	+302	0.01%
WOODMONT INVESTMENT COUNSEL LLC	8.03K	Mar 31, 26	--	0.01%
Venturi Wealth Management, LLC	8.03K	Mar 31, 26	--	0.01%
Premier Path Wealth Partners, LLC	8.03K	Mar 31, 26	-377	0.01%
Portland Financial Advisors Inc	8.02K	Mar 31, 26	--	0.01%
Black Diamond Financial, LLC	8.01K	Mar 31, 26	--	0.01%
CI Private Wealth, LLC	7.92K	Mar 31, 26	-4.44K	0.01%
Cornerstone Wealth Management, LLC	7.89K	Mar 31, 26	-49	0.01%
HARBOUR INVESTMENTS, INC.	7.84K	Mar 31, 26	+5.83K	0.01%
Mascoma Wealth Management LLC	7.77K	Mar 31, 26	-349	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	7.74K	Mar 31, 26	--	0.01%
COWA, LLC	7.57K	Mar 31, 26	+1.99K	0.01%
1900 WEALTH MANAGEMENT LLC	7.43K	Mar 31, 26	-95	0.01%
Hilltop Partners LLC	7.31K	Mar 31, 26	--	0.01%
Heck Capital Advisors, LLC	7.25K	Mar 31, 26	-93	0.01%
Pacific Center for Financial Services	7.21K	Mar 31, 26	+111	0.01%
Essex Financial Services, Inc.	7.10K	Mar 31, 26	--	0.01%
Counterweight Ventures, LLC	7.06K	Mar 31, 26	--	0.01%
Lantz Financial LLC	7.04K	Mar 31, 26	--	0.01%
Keystone Financial Group	6.80K	Mar 31, 26	+625	0.01%
Financial Perspectives, Inc	6.75K	Mar 31, 26	+2.10K	0.01%
Wolff Financial Management LLC	6.56K	Mar 31, 26	--	0.01%
Pallas Capital Advisors LLC	6.49K	Mar 31, 26	-38	0.01%
APPLETON PARTNERS INC/MA	6.41K	Mar 31, 26	-41	0.01%
Creekside Partners	6.29K	Mar 31, 26	--	0.01%
CARY STREET PARTNERS FINANCIAL LLC	6.28K	Mar 31, 26	+78	0.01%
CIBC WORLD MARKET INC.	6.15K	Mar 31, 26	+649	0.01%
Ameritas Advisory Services, LLC	6.15K	Mar 31, 26	-300	0.01%
Greenwich Wealth Management LLC	6.08K	Mar 31, 26	+326	0.01%
HRT FINANCIAL LP	5.85K	Mar 31, 26	+5.85K	0.01%
Sage Mountain Advisors LLC	5.85K	Mar 31, 26	--	0.01%
Aries Wealth Management	5.84K	Mar 31, 26	--	0.01%
EXCEL SECURITIES & ASSOCIATES, INC.	5.83K	Mar 31, 26	+5.83K	0.01%
FIFTH THIRD SECURITIES, INC.	5.76K	Mar 31, 26	+2.02K	0.01%
BLAIR WILLIAM & CO/IL	5.75K	Mar 31, 26	-123	0.01%
QTR Family Wealth, LLC	5.72K	Mar 31, 26	-189	0.01%
Kathmere Capital Management, LLC	5.68K	Mar 31, 26	+1.34K	0.01%
JOHNSON INVESTMENT COUNSEL INC	5.67K	Mar 31, 26	-146	0.01%
Pinnacle Bancorp, Inc.	5.67K	Mar 31, 26	--	0.01%
Fragasso Group Inc.	5.65K	Mar 31, 26	+113	0.01%
FAS Wealth Partners, Inc.	5.40K	Mar 31, 26	--	0.01%
JMG Financial Group, Ltd.	5.23K	Mar 31, 26	--	0.01%
Citizens National Bank Trust Department	5.21K	Mar 31, 26	-480	0.01%
SEGALL BRYANT & HAMILL, LLC	5.10K	Mar 31, 26	+5.10K	0.01%
Horizon Family Wealth, Inc.	5.09K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	5.04K	Mar 31, 26	+2.51K	0.01%
Annis Gardner Whiting Capital Advisors, LLC	5.00K	Mar 31, 26	+5.00K	0.01%
NORTH DALLAS BANK & TRUST CO	4.94K	Mar 31, 26	--	0.01%
K2 Financial Inc.	4.92K	Mar 31, 26	-74	0.01%
Acorn Wealth Advisors, LLC	4.72K	Mar 31, 26	+179	0.01%
Western Wealth Management, LLC	4.69K	Mar 31, 26	-294	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	4.69K	Mar 31, 26	-577	0.01%
NewEdge Wealth, LLC	4.68K	Mar 31, 26	+293	0.01%
Atria Investments, Inc	4.68K	Mar 31, 26	-638	0.01%
WBH ADVISORY INC	4.65K	Mar 31, 26	--	0.01%
Cherry Tree Wealth Management, LLC	4.65K	Mar 31, 26	-895	0.01%
LANDAAS & CO /WI /ADV	4.65K	Mar 31, 26	--	0.01%
Ameritas Investment Partners, Inc.	4.65K	Mar 31, 26	-118	0.01%
Cornerstone Financial Group, LLC /NE/	4.63K	Mar 31, 26	-930	0.01%
Grey Fox Wealth Advisors, LLC	4.58K	Mar 31, 26	--	0.01%
Integrated Advisors Network LLC	4.57K	Mar 31, 26	+129	0.01%
Wealthfront Advisers LLC	4.56K	Mar 31, 26	+21	0.01%
EWA, LLC	4.52K	Mar 31, 26	+324	0.01%
RICHARDSON FINANCIAL SERVICES INC.	4.52K	Mar 31, 26	-326	0.01%
AMG National Trust Bank	4.50K	Mar 31, 26	--	0.01%
Goldstein Advisors, LLC	4.48K	Mar 31, 26	-53	0.01%
Blankinship & Foster, LLC	4.46K	Mar 31, 26	--	0.01%
CARDIFF PARK ADVISORS, LLC	4.44K	Mar 31, 26	--	0.01%
BRYN MAWR TRUST Co	4.44K	Mar 31, 26	--	0.01%
Sage Capital Advisors,llc	4.41K	Mar 31, 26	--	0.01%
IFP Advisors, Inc	4.40K	Mar 31, 26	+69	0.01%
Fisher Asset Management, LLC	4.40K	Mar 31, 26	+881	0.01%
Y-Intercept (Hong Kong) Ltd	4.29K	Mar 31, 26	-5.95K	0.01%
James J. Burns & Company, LLC	4.29K	Mar 31, 26	--	0.01%
VERUS CAPITAL PARTNERS, LLC	4.24K	Mar 31, 26	-206	0.01%
Traction Financial Partners, LLC	4.24K	Mar 31, 26	--	0.01%
Visionary Wealth Advisors	4.23K	Mar 31, 26	+34	0.01%
Arrowroot Family Office, LLC	4.16K	Mar 31, 26	-180	0.01%
Insight Wealth Strategies, LLC	4.14K	Mar 31, 26	-1.63K	0.01%
TME FINANCIAL, INC.	4.12K	Mar 31, 26	--	0.01%
RENAISSANCE TECHNOLOGIES LLC	4.10K	Mar 31, 26	-8.30K	0.01%
CEERA INVESTMENTS, LLC	4.09K	Mar 31, 26	+280	0.01%
AdvisorNet Financial, Inc	4.06K	Mar 31, 26	+1.05K	0.01%
Nabity-Jensen Investment Management Inc	4.05K	Mar 31, 26	--	0.01%
National Wealth Management Group, LLC	4.03K	Mar 31, 26	-4.60K	0.01%
Syntegra Private Wealth Group, LLC	4.01K	Mar 31, 26	+224	0.01%
Stablepoint Partners, LLC	4.00K	Mar 31, 26	-83	0.01%
ALESCO ADVISORS LLC	3.92K	Mar 31, 26	--	0.01%
Urban Wealth Management, LLC	3.92K	Mar 31, 26	--	0.01%
Diversified Enterprises, LLC	3.91K	Mar 31, 26	-208	0.01%
TD Waterhouse Canada Inc.	3.90K	Mar 31, 26	+3.90K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.88K	Mar 31, 26	-160	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	3.80K	Mar 31, 26	-375	0.01%
Summit Wealth Partners, LLC	3.79K	Mar 31, 26	-268	0.01%
DRAVO BAY LLC	3.79K	Mar 31, 26	+466	0.01%
Centurion Wealth Management LLC	3.78K	Mar 31, 26	--	0.01%
Parallel Advisors, LLC	3.74K	Mar 31, 26	-16.02K	0.01%
EXENCIAL WEALTH ADVISORS, LLC	3.69K	Mar 31, 26	+178	0.01%
Steel Peak Wealth Management LLC	3.65K	Mar 31, 26	+245	0.01%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.	3.63K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	3.56K	Mar 31, 26	+27	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	3.53K	Mar 31, 26	+68	0.01%
COMMERCE BANK	3.51K	Mar 31, 26	+321	0.01%
GDS Wealth Management	3.51K	Mar 31, 26	-24	0.01%
Greykasell Wealth Strategies, Inc.	3.46K	Mar 31, 26	--	0.01%
Sowell Financial Services LLC	3.44K	Mar 31, 26	+257	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	3.44K	Mar 31, 26	+3.16K	0.01%
US BANCORP \DE\	3.38K	Mar 31, 26	+534	0.01%
Galvin, Gaustad & Stein, LLC	3.38K	Mar 31, 26	-612	0.01%
BCGM Wealth Management, LLC	3.38K	Mar 31, 26	-58	0.01%
High Net Worth Advisory Group LLC	3.36K	Mar 31, 26	--	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	3.34K	Mar 31, 26	+78	0.01%
PRINCIPAL FINANCIAL GROUP INC	3.26K	Mar 31, 26	--	0.01%
Baker Avenue Asset Management, LP	3.23K	Mar 31, 26	+117	0.01%
Wedmont Private Capital	3.15K	Mar 31, 26	-266	0.01%
Waverly Advisors, LLC	3.15K	Mar 31, 26	+173	0.01%
Pathway Financial Advisors LLC	3.15K	Mar 31, 26	--	0.01%
First Citizens Financial Corp	3.14K	Mar 31, 26	--	0.01%
FULTON BANK, N.A.	3.13K	Mar 31, 26	--	0.01%
BRANDYWINE OAK PRIVATE WEALTH LLC	3.12K	Mar 31, 26	--	0.01%
ELEVATE WEALTH ADVISORY, INC	3.11K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	3.08K	Mar 31, 26	-52	0.01%
Smartleaf Asset Management LLC	3.05K	Mar 31, 26	--	0.01%
Midwest Trust Co	3.02K	Mar 31, 26	-308	0.01%
Apeiron RIA LLC	2.98K	Mar 31, 26	-34	0.00%
Claro Advisors LLC	2.94K	Mar 31, 26	--	0.00%
Veery Capital, LLC	2.94K	Mar 31, 26	+202	0.00%
Peak Financial Management, Inc.	2.93K	Mar 31, 26	--	0.00%
D. E. Shaw & Co., Inc.	2.90K	Mar 31, 26	+2.90K	0.00%
Blue Zone Wealth Advisors, LLC	2.89K	Mar 31, 26	+20	0.00%
Vanguard National Trust Co	2.88K	Mar 31, 26	+2.88K	0.00%
PDS Planning, Inc	2.87K	Mar 31, 26	--	0.00%
GTS SECURITIES LLC	2.83K	Mar 31, 26	+2.83K	0.00%
CreativeOne Wealth, LLC	2.83K	Mar 31, 26	+388	0.00%
180 WEALTH ADVISORS, LLC	2.82K	Mar 31, 26	--	0.00%
Csenge Advisory Group	2.82K	Mar 31, 26	+52	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	2.79K	Mar 31, 26	--	0.00%
Kaufman Rossin Wealth, LLC	2.77K	Mar 31, 26	--	0.00%
Investor's Fiduciary Advisor Network, LLC	2.77K	Mar 31, 26	-250	0.00%
Bond & Devick Financial Network, Inc.	2.73K	Mar 31, 26	--	0.00%
WESTWOOD HOLDINGS GROUP INC	2.72K	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	2.72K	Mar 31, 26	--	0.00%
Richmond Investment Services, LLC	2.71K	Mar 31, 26	--	0.00%
Concurrent Investment Advisors, LLC	2.70K	Mar 31, 26	-16.81K	0.00%
MISSION WEALTH MANAGEMENT, LP	2.68K	Mar 31, 26	-47	0.00%
WARNER FINANCIAL, INC	2.68K	Mar 31, 26	--	0.00%
Forum Private Client Group LLC	2.62K	Mar 31, 26	-1.34K	0.00%
Meridian Wealth Advisors, LLC	2.59K	Mar 31, 26	--	0.00%
Apollon Wealth Management, LLC	2.58K	Mar 31, 26	-124	0.00%
Meridian Financial, LLC	2.57K	Mar 31, 26	--	0.00%
Graves Light Lenhart Wealth, Inc.	2.56K	Mar 31, 26	--	0.00%
Christensen, King & Associates Investment Services, Inc.	2.55K	Mar 31, 26	--	0.00%
United Advisor Group, LLC	2.51K	Mar 31, 26	+2.51K	0.00%
NorthRock Partners, LLC	2.50K	Mar 31, 26	+2.50K	0.00%
Straight Path Wealth Management	2.45K	Mar 31, 26	--	0.00%
PLANNING DIRECTIONS INC	2.43K	Mar 31, 26	-411	0.00%
Asset Dedication, LLC	2.42K	Mar 31, 26	--	0.00%
Sensible Money, LLC	2.38K	Mar 31, 26	--	0.00%
Sanibel Captiva Trust Company, Inc.	2.37K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	2.34K	Mar 31, 26	--	0.00%
BCU Wealth Advisors, LLC	2.33K	Mar 31, 26	--	0.00%
Marks Group Wealth Management, Inc	2.32K	Mar 31, 26	--	0.00%
SUMMIT WEALTH GROUP LLC / CO	2.31K	Mar 31, 26	+2.31K	0.00%
Mount Yale Investment Advisors, LLC	2.26K	Mar 31, 26	+2.26K	0.00%
Vestmark Advisory Solutions, Inc.	2.26K	Mar 31, 26	+2.26K	0.00%
Gen-Wealth Partners Inc	2.25K	Mar 31, 26	--	0.00%
Oak Asset Management, LLC	2.22K	Mar 31, 26	+2.22K	0.00%
Ackerman Capital Advisors, LLC	2.20K	Mar 31, 26	+2.20K	0.00%
Bravias Capital Group, LLC	2.19K	Mar 31, 26	+2.19K	0.00%
WHITTIER TRUST CO	2.13K	Mar 31, 26	+500	0.00%
SRS Capital Advisors, Inc.	2.04K	Mar 31, 26	-4.46K	0.00%
Colonial Trust Co / SC	1.92K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.84K	Mar 31, 26	-19	0.00%
HM PAYSON & CO	1.74K	Mar 31, 26	--	0.00%
Aspect Partners, LLC	1.59K	Mar 31, 26	+1.59K	0.00%
Parkside Financial Bank & Trust	1.55K	Mar 31, 26	-22	0.00%
MCF Advisors LLC	1.48K	Mar 31, 26	+1.28K	0.00%
DELTA ASSET MANAGEMENT LLC/TN	1.47K	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	1.41K	Mar 31, 26	-1	0.00%
Colonial Trust Advisors	1.33K	Mar 31, 26	--	0.00%
Triumph Capital Management	1.24K	Mar 31, 26	--	0.00%
Paladin Advisory Group, LLC	1.23K	Mar 31, 26	--	0.00%
WFA of San Diego, LLC	1.21K	Mar 31, 26	-6	0.00%
BARRETT & COMPANY, INC.	1.21K	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	1.16K	Mar 31, 26	+248	0.00%
Nemes Rush Group LLC	1.15K	Mar 31, 26	--	0.00%
CENTAURUS FINANCIAL, INC.	1.13K	Mar 31, 26	+1.13K	0.00%
Reyes Financial Architecture, Inc.	1.09K	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	1.08K	Mar 31, 26	-80	0.00%
United Community Bank	1.02K	Mar 31, 26	--	0.00%
SouthState Corp	984	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	977	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	943	Mar 31, 26	+12	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	901	Mar 31, 26	-9	0.00%
PRIVATE TRUST CO NA	898	Mar 31, 26	--	0.00%
Provident Wealth Management, LLC	875	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	858	Mar 31, 26	+44	0.00%
CX Institutional	793	Mar 31, 26	-360	0.00%
Beaird Harris Wealth Management, LLC	782	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	775	Mar 31, 26	+775	0.00%
Global Trust Asset Management, LLC	750	Mar 31, 26	+250	0.00%
WEBSTER BANK, N. A.	650	Mar 31, 26	--	0.00%
Elevated Capital Advisors, LLC	643	Mar 31, 26	--	0.00%
EPG Wealth Management LLC	638	Mar 31, 26	+638	0.00%
ZRC WEALTH MANAGEMENT, LLC	614	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	596	Mar 31, 26	+288	0.00%
Allspring Global Investments Holdings, LLC	582	Mar 31, 26	+582	0.00%
Atlantic Union Bankshares Corp	580	Mar 31, 26	--	0.00%
10Elms LLP	552	Mar 31, 26	+463	0.00%
Larson Financial Group LLC	548	Mar 31, 26	-273	0.00%
BROWN BROTHERS HARRIMAN & CO	527	Mar 31, 26	+275	0.00%
WPG Advisers, LLC	522	Mar 31, 26	-3	0.00%
Ancora Advisors, LLC	510	Mar 31, 26	--	0.00%
Archer Investment Corp	503	Mar 31, 26	-1.10K	0.00%
CKW FINANCIAL GROUP	500	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	494	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	470	Mar 31, 26	-310	0.00%
Rossby Financial, LCC	462	Mar 31, 26	+462	0.00%
SYM FINANCIAL Corp	433	Mar 31, 26	-1.68K	0.00%
Fairscale Capital, LLC	405	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	402	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	379	Mar 31, 26	+254	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	372	Mar 31, 26	-108	0.00%
Golden State Wealth Management, LLC	365	Mar 31, 26	+315	0.00%
Hanson & Doremus Investment Management	362	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	358	Mar 31, 26	--	0.00%
Princeton Global Asset Management LLC	354	Mar 31, 26	--	0.00%
Spire Wealth Management	353	Mar 31, 26	+36	0.00%
Strategic Wealth Partners, Ltd.	339	Mar 31, 26	-17	0.00%
EVERMAY WEALTH MANAGEMENT LLC	324	Mar 31, 26	+324	0.00%
BFSG, LLC	316	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	311	Mar 31, 26	+311	0.00%
Glass Jacobson Investment Advisors llc	292	Mar 31, 26	--	0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV	286	Mar 31, 26	--	0.00%
Fourth Dimension Wealth, LLC	285	Mar 31, 26	--	0.00%
Glassman Wealth Services	268	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	258	Mar 31, 26	+13	0.00%
GHP Investment Advisors, Inc.	250	Mar 31, 26	+250	0.00%
Measured Wealth Private Client Group, LLC	244	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	235	Mar 31, 26	+235	0.00%
HUNTINGTON NATIONAL BANK	217	Mar 31, 26	--	0.00%
FIRST COMMUNITY TRUST NA	188	Mar 31, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	180	Mar 31, 26	--	0.00%
C M BIDWELL & ASSOCIATES LTD	177	Mar 31, 26	--	0.00%
Avion Wealth	171	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	163	Mar 31, 26	--	0.00%
Boreal Capital Management LLC	160	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	153	Mar 31, 26	-61	0.00%
HANTZ FINANCIAL SERVICES, INC.	150	Mar 31, 26	--	0.00%
LRI Investments, LLC	148	Mar 31, 26	-37	0.00%
Integrity Financial Corp /WA	141	Mar 31, 26	-422	0.00%
HIGHLINE WEALTH PARTNERS LLC	137	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	135	Mar 31, 26	--	0.00%
Key FInancial Inc	128	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	128	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	104	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	91	Mar 31, 26	--	0.00%
MONTAG A & ASSOCIATES INC	91	Mar 31, 26	--	0.00%
JNBA Financial Advisors	88	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	84	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	81	Mar 31, 26	+81	0.00%
BankPlus Trust Department	69	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	68	Mar 31, 26	+68	0.00%
Rosenberg Matthew Hamilton	53	Mar 31, 26	--	0.00%
JPL Wealth Management, LLC	50	Mar 31, 26	+50	0.00%
GAMMA Investing LLC	41	Mar 31, 26	--	0.00%
Decker Retirement Planning Inc.	41	Mar 31, 26	+41	0.00%
MOTCO	39	Mar 31, 26	--	0.00%
FINANCIAL CONSULATE, INC	36	Mar 31, 26	--	0.00%
Fountainhead AM, LLC	33	Mar 31, 26	--	0.00%
FIRST HORIZON CORP	32	Mar 31, 26	--	0.00%
Abound Wealth Management	28	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	20	Mar 31, 26	-118	0.00%
PFS Partners, LLC	17	Mar 31, 26	--	0.00%
Johnson Financial Group, Inc.	13	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	13	Mar 31, 26	-15	0.00%
Jackson Hole Capital Partners, LLC	12	Mar 31, 26	--	0.00%
Murphy & Mullick Capital Management Corp	7	Mar 31, 26	--	0.00%
Kilter Group LLC	6	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	6	Mar 31, 26	--	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	5	Mar 31, 26	-286	0.00%
ALERUS FINANCIAL NA	4	Mar 31, 26	-4	0.00%
Darwin Wealth Management, LLC	--	Mar 31, 26	-3	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-166.27K	--
Hershey Financial Advisers, LLC	--	Mar 31, 26	-21.64K	--
CBIZ Investment Advisory Services, LLC	--	Mar 31, 26	-2.21K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-281.55K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-9.16K	--
SeaCrest Wealth Management, LLC	--	Mar 31, 26	-2.65K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-45	--
SAGESPRING WEALTH PARTNERS, LLC	--	Mar 31, 26	-2.33K	--
BARTLETT & CO. WEALTH MANAGEMENT LLC	--	Mar 31, 26	-46	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-2.42K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-8	--
Bestgate Wealth Advisors, LLC	--	Mar 31, 26	-2.34K	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-26	--
Archford Capital Strategies, LLC	--	Mar 31, 26	-2.91K	--
BRADLEY FOSTER & SARGENT INC/CT	--	Mar 31, 26	-3.67K	--
San Luis Wealth Advisors LLC	--	Mar 31, 26	-3.16K	--
MANAGED ASSET PORTFOLIOS, LLC	--	Mar 31, 26	-2.80K	--
FSA Advisors, Inc.	--	Mar 31, 26	-10.54K	--
CITIGROUP INC	--	Mar 31, 26	-6.16K	--
Strengthening Families & Communities, LLC	--	Mar 31, 26	-1.94K	--
IFG Advisory, LLC	--	Mar 31, 26	-8.37K	--
NATIONAL BANK OF CANADA /FI/	--	Mar 31, 26	-6.20K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-18	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-355	--
TUDOR INVESTMENT CORP ET AL	--	Mar 31, 26	-53.58K	--
Bolthouse Investments, LLC	--	Mar 31, 26	-3.22K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-2.64K	--
ACADIAN ASSET MANAGEMENT LLC	--	Mar 31, 26	-13.79K	--
StoneX Group Inc.	--	Mar 31, 26	-4.35K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-188	--
Center for Financial Planning, Inc.	--	Mar 31, 26	-103	--
COMERICA BANK	108.92K	Dec 31, 25	+1.60K	0.18%
Yeomans Consulting Group, Inc.	82.53K	Dec 31, 25	+1.37K	0.14%
SageView Advisory Group, LLC	20.11K	Dec 31, 25	+142	0.03%
Global Retirement Partners, LLC	12.38K	Dec 31, 25	+2.82K	0.02%
Tolleson Wealth Management, Inc.	8.18K	Dec 31, 25	--	0.01%
VANGUARD GROUP INC	3.47K	Dec 31, 25	+358	0.01%
CIBC Private Wealth Group, LLC	1.60K	Dec 31, 25	-69	0.00%
Running Point Capital Advisors, LLC	849	Dec 31, 25	+2	0.00%
Nalls Sherbakoff Group, LLC	167	Dec 31, 25	+1	0.00%
TRUST CO OF VERMONT	47	Dec 31, 25	--	0.00%
TUCKER ASSET MANAGEMENT LLC	12	Dec 31, 25	+12	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-873	--
Blue Barn Wealth, LLC	--	Dec 31, 25	-6.08K	--
Burt Wealth Advisors	276.52K	Sep 30, 25	-2.63K	0.46%
Glenmede Investment Management, LP	67.37K	Sep 30, 25	-4.02K	0.11%
Kathleen S. Wright Associates Inc.	18.30K	Sep 30, 25	-132	0.03%
SYNOVUS FINANCIAL CORP	2.93K	Sep 30, 25	+207	0.00%
Sagard Holdings Management Inc.	1.05K	Sep 30, 25	--	0.00%
Accredited Wealth Management, LLC	482	Sep 30, 25	+429	0.00%
Binnacle Investments Inc	35	Sep 30, 25	+6	0.00%
AVANTAX ADVISORY SERVICES, INC.	119.05K	Jun 30, 25	-1.45K	0.20%
Congress Wealth Management LLC / DE /	53.17K	Jun 30, 25	-1.63K	0.09%
Martin Worley Group	29.80K	Jun 30, 25	+3.84K	0.05%
Atria Wealth Solutions, Inc.	7.74K	Jun 30, 25	-46.24K	0.01%
DOHJ, LLC	7.00K	Jun 30, 25	-117	0.01%
Summit X, LLC	3.04K	Jun 30, 25	+39	0.01%
PrairieView Partners, LLC	205	Jun 30, 25	--	0.00%
Iron Horse Wealth Management, LLC	27	Jun 30, 25	+12	0.00%
Capital A Wealth Management, LLC	16	Jun 30, 25	+16	0.00%
Legacy Investment Solutions, LLC	6	Jun 30, 25	+6	0.00%
Monterey Private Wealth, Inc.	27.07K	Mar 31, 25	--	0.05%
GRAYHAWK INVESTMENT STRATEGIES INC.	3.71K	Mar 31, 25	-335	0.01%
Sandy Spring Bank	580	Mar 31, 25	+288	0.00%
Lindbrook Capital, LLC	33	Mar 31, 25	+33	0.00%
Bison Wealth, LLC	6.89K	Dec 31, 24	+42	0.01%
Householder Group Estate & Retirement Specialist, LLC	88	Dec 31, 24	-50	0.00%
Kiely Wealth Advisory Group, Inc.	75	Dec 31, 24	--	0.00%
WR Wealth Planners, LLC	29	Dec 31, 24	+29	0.00%
AlphaMark Advisors, LLC	20	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	308.11K	Sep 30, 24	-12.68K	0.51%
RAYMOND JAMES & ASSOCIATES	114.83K	Sep 30, 24	-6.20K	0.19%
RAYMOND JAMES TRUST N.A.	12.44K	Sep 30, 24	+987	0.02%
ETFIDEA, LLC	4.58K	Sep 30, 24	--	0.01%
Brophy Wealth Management, LLC	3.02K	Sep 30, 24	+3.02K	0.01%
First Trust Direct Indexing L.P.	2.99K	Sep 30, 24	-2	0.00%
Halpern Financial, Inc.	400	Sep 30, 24	-200	0.00%
Family Asset Management, LLC	44	Sep 30, 24	--	0.00%
BlackRock Inc.	4.57M	Jun 30, 24	+8.60K	7.63%
JANICZEK WEALTH MANAGEMENT, LLC	18.63K	Jun 30, 24	-164.31K	0.03%
BUCKINGHAM STRATEGIC WEALTH, LLC	9.38K	Jun 30, 24	-4.85K	0.02%
Rain Capital Management, LLC	375	Jun 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	201	Jun 30, 24	+201	0.00%
Cetera Advisors LLC	101.09K	Mar 31, 24	+8.07K	0.17%
Cetera Advisor Networks LLC	85.82K	Mar 31, 24	-1.47K	0.14%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	82.70K	Mar 31, 24	-18.98K	0.14%
Retirement Group, LLC	4.51K	Mar 31, 24	-535	0.01%
WADE G W & INC	16.56K	Dec 31, 23	+5.21K	0.03%
Resource Planning Group	15.88K	Dec 31, 23	+15.88K	0.03%
DFPG INVESTMENTS, LLC	12.18K	Dec 31, 23	-66	0.02%
Traverso Chambers Private Wealth Management, LLC	5.80K	Dec 31, 23	--	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	5.46K	Dec 31, 23	+5.46K	0.01%
DB Wealth Management Group, LLC	828	Dec 31, 23	+10	0.00%
Polaris Wealth Advisory Group, LLC	61.08K	Sep 30, 23	+61.08K	0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	53.32K	Sep 30, 23	+71	0.09%
COMERICA SECURITIES,INC.	23.93K	Sep 30, 23	-832	0.04%
Steward Financial Group LLC	13.06K	Sep 30, 23	+13.06K	0.02%
Sutton Wealth Advisors Inc.	3	Sep 30, 23	+3	0.00%
PFS INVESTMENTS INC.	325.35K	Jun 30, 23	+16.56K	0.54%
HERON FINANCIAL GROUP, LLC	127.46K	Jun 30, 23	-7.28K	0.21%
Financial Architects, Inc	52.74K	Jun 30, 23	-6.53K	0.09%
BDO Wealth Advisors, LLC	50.02K	Jun 30, 23	+278	0.08%
First Capital Advisors Group, LLC.	746	Jun 30, 23	+746	0.00%
Lumature Wealth Partners, LLC	575	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	25	Jun 30, 23	+25	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-41	--
Kalos Management, Inc.	--	Jun 30, 23	-355	--
Southern Wealth Management, LLP	40.92K	Mar 31, 23	+102	0.07%
Sanford Advisory Services, LLC	58.25K	Dec 31, 22	-26.48K	0.10%
TRUSTCORE FINANCIAL SERVICES, LLC	39.50K	Dec 31, 22	-2.57K	0.07%
RESOLUTE FINANCIAL, LLC	3.53K	Dec 31, 22	+3.53K	0.01%
Cribstone Capital Management, LLC	275	Dec 31, 22	--	0.00%
Sargent Bickham Lagudis LLC	150	Dec 31, 22	--	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-1.38K	--
Tillar-Wenstrup Advisors, LLC	--	Dec 31, 22	-41.55K	--
Hightower 6M Holding, LLC	83.46K	Sep 30, 22	+2.98K	0.14%
American Portfolios Advisors	29.89K	Sep 30, 22	-2.11K	0.05%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	23.78K	Sep 30, 22	-7.33K	0.04%
ROOSEVELT INVESTMENT GROUP LLC	4.99K	Sep 30, 22	--	0.01%
EATON VANCE MANAGEMENT	4.46K	Sep 30, 22	-234	0.01%
KARLINSKI ANDREW C	700	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	576	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	214	Sep 30, 22	+1	0.00%
ACG Wealth	--	Sep 30, 22	-2.26K	--
HYA Advisors, Inc	33.96K	Jun 30, 22	-2.98K	0.06%
Pinnacle Private Wealth, LLC	10.50K	Jun 30, 22	+125	0.02%
Titus Wealth Management	8.10K	Jun 30, 22	--	0.01%
BT Wealth Management LLC	3.71K	Jun 30, 22	--	0.01%
Cordasco Financial Network	1.68K	Jun 30, 22	--	0.00%
Private Capital Group, LLC	313	Jun 30, 22	--	0.00%
BIVIN & ASSOCIATES, INC.	150	Jun 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	16	Jun 30, 22	-18	0.00%
Personal Wealth Partners	208.24K	Mar 31, 22	-846	0.35%
CAPITAL ONE FINANCIAL CORP	87.69K	Mar 31, 22	-406.73K	0.15%
Karn, Couzens & Associates, Inc.	17.21K	Mar 31, 22	-303	0.03%
Ferris Capital, LLC	12.10K	Mar 31, 22	--	0.02%
Livingston Group Asset Management CO (operating as Southport Capital Management)	4.13K	Mar 31, 22	-16.72K	0.01%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-4.80K	--
MIRSKY FINANCIAL MANAGEMENT CORP.	118.62K	Dec 31, 21	+4.64K	0.20%
6 Meridian	70.94K	Dec 31, 21	+1.94K	0.12%
QUEST CAPITAL MANAGEMENT INC /ADV	58.97K	Dec 31, 21	+32.93K	0.10%
Mosaic Family Wealth, LLC	17.79K	Dec 31, 21	+1.59K	0.03%
NEXT Financial Group, Inc	7.74K	Dec 31, 21	-1.14K	0.01%
Carroll Financial Associates, Inc.	2.60K	Dec 31, 21	+292	0.00%
Truehand, Inc	609	Dec 31, 21	--	0.00%
Crescent Capital Consulting, LLC	126	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	58.77K	Sep 30, 21	-1.42K	0.10%
Brouwer & Janachowski, LLC	13.56K	Sep 30, 21	-522	0.02%
Homrich & Berg	10.60K	Sep 30, 21	-1.36K	0.02%
Ameritas Investment Company, LLC	7.22K	Sep 30, 21	+3.86K	0.01%
Covenant Multifamily Offices, LLC	2.70K	Sep 30, 21	--	0.00%
Sonora Investment Management, LLC	189	Sep 30, 21	--	0.00%
FIRST MERCANTILE TRUST CO	--	Sep 30, 21	-141	--
LEVEL FOUR FINANCIAL, LLC	--	Sep 30, 21	-2.95K	--
QS Investors, LLC	376.96K	Jun 30, 21	+76.65K	0.63%
Nachman Norwood & Parrott, Inc	156.61K	Jun 30, 21	-64.95K	0.26%
Novak Financial Planning, LLC	31.51K	Jun 30, 21	-1.25K	0.05%
Hoover Financial Advisors, Inc.	10.91K	Jun 30, 21	--	0.02%
OAKWOOD CAPITAL MANAGEMENT LLC/CA	5.88K	Jun 30, 21	--	0.01%
NORTH AMERICAN MANAGEMENT CORP	378.81K	Mar 31, 21	+5.11K	0.63%
Stewardship Financial Advisors, LLC	94.39K	Mar 31, 21	-8.19K	0.16%
OLD MISSION CAPITAL, LLC	53.57K	Dec 31, 20	+53.57K	0.09%
SVA Wealth Management, LLC	33.03K	Dec 31, 20	-35.10K	0.06%
Winslow, Evans & Crocker, Inc.	2.39K	Dec 31, 20	+1.99K	0.00%
Reby Advisors, LLC	530	Dec 31, 20	+530	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	86	Dec 31, 20	--	0.00%
SHINE INVESTMENT ADVISORY SERVICES INC	414.72K	Sep 30, 20	+45.38K	0.69%
First Allied Advisory Services, Inc.	31.44K	Sep 30, 20	+1.84K	0.05%
Watson Rebecca	30.44K	Sep 30, 20	-3.15K	0.05%
Partnervest Advisory Services LLC	22.32K	Sep 30, 20	-1.71K	0.04%
Secrest Blakey & Associates, LLC	7.91K	Sep 30, 20	--	0.01%
Wellesley Investment Partners, LLC	4.91K	Sep 30, 20	-47	0.01%
Price Wealth, LLC	--	Sep 30, 20	-1.30K	--
Starfire Investment Advisers, Inc.	74.25K	Jun 30, 20	+1.73K	0.12%
BRINKER CAPITAL INC	21.19K	Jun 30, 20	+2.87K	0.04%
NewDay Solutions, LLC	6.10K	Jun 30, 20	-9.80K	0.01%
PagnatoKarp Partners LLC	21.26K	Mar 31, 20	+697	0.04%
BOYS ARNOLD & CO INC	18.29K	Mar 31, 20	-137	0.03%
Advisor Group, Inc.	906.31K	Dec 31, 19	+80.07K	1.51%
LADENBURG THALMANN FINANCIAL SERVICES INC.	735.38K	Dec 31, 19	+37.72K	1.23%
CXI Advisors	138.24K	Dec 31, 19	+138.24K	0.23%
CAPITAL ONE, NATIONAL ASSOCIATION	101.82K	Dec 31, 19	+101.82K	0.17%
MADISON INVESTMENT HOLDINGS INC	1.22M	Sep 30, 19	+176.99K	2.04%
BB&T SECURITIES, LLC	398.89K	Sep 30, 19	+70.67K	0.67%
SUNTRUST BANKS INC	257.01K	Sep 30, 19	+12.18K	0.43%
MADRONA FUNDS, LLC	29.83K	Sep 30, 19	+29.83K	0.05%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	21.53K	Sep 30, 19	+3.05K	0.04%
BIEGEL & WALLER LLC	19.03K	Sep 30, 19	+471	0.03%
Capital One Investing, Inc.	12.83K	Sep 30, 19	+12.83K	0.02%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	1.73K	Sep 30, 19	+1.73K	0.00%
MRA Associates USA LLC	--	Sep 30, 19	-679	--
Planning Solutions Group LLC	79.70K	Jun 30, 19	-1.39K	0.13%
HL FINANCIAL SERVICES LLC	97.12K	Mar 31, 19	+6.71K	0.16%
Steinberg Global Asset Management	48.37K	Mar 31, 19	-1.21K	0.08%
NEXT Financial Holdings	1.43K	Mar 31, 19	+1.43K	0.00%
TRUST DEPARTMENT MB FINANCIAL BANK N A	150	Mar 31, 19	--	0.00%
COMERICA SECURITIES INC	57.68K	Dec 31, 18	+5.84K	0.10%
Clarfeld Financial Advisors, LLC	8.38K	Dec 31, 18	+8.38K	0.01%
WealthTrust-Arizona, LLC	1.84K	Dec 31, 18	-284	0.00%
BREMER TRUST NATIONAL ASSOCIATION	353	Dec 31, 18	+353	0.00%
Edelman Financial Services, LLC	--	Dec 31, 18	-772.27K	--
CUE ADVISORY SERVICES, INC.	20.61K	Sep 30, 18	--	0.03%
Vestpro Financial Partners, Inc. dba CPF Texas	6.25K	Sep 30, 18	+258	0.01%
Vantage Investment Advisors, LLC	6.04K	Sep 30, 18	-354	0.01%
Windhaven Investment Management, Inc.	2.16M	Mar 31, 18	+5.82K	3.61%
IFC Holdings Incorporated/FL	110.48K	Dec 31, 17	-5.21K	0.18%
AURORA FINANCIAL ADVISORS, LLC	8.86K	Dec 31, 17	+8.86K	0.01%
WealthShield, LLC	3.23K	Dec 31, 17	+3.23K	0.01%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-83.99K	--
SII INVESTMENTS INC/WI	--	Dec 31, 17	-11.49K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-41.17K	--
Commonwealth Equity Services, Inc	789.43K	Jun 30, 17	+59.85K	1.32%
Kissinger Financial Services LLC	52.91K	Jun 30, 17	+4.83K	0.09%
iAB Financial Bank	19.83K	Jun 30, 17	+200	0.03%
CETERA INVESTMENT MANAGEMENT LLC	7.34K	Jun 30, 17	+2.00K	0.01%
Virtu KCG Holdings LLC	3.36K	Jun 30, 17	+3.36K	0.01%
WFG Advisors, LP	2.99K	Jun 30, 17	+1.70K	0.00%
BEACON TRUST CO	31.93K	Mar 31, 17	-4.16K	0.05%
LBA Wealth Management, LLC	1.96K	Mar 31, 17	+477	0.00%
BlackRock Investment Management, LLC	505.68K	Dec 31, 16	+97.64K	0.84%
BlackRock Group LTD	441.61K	Dec 31, 16	--	0.74%
BlackRock Institutional Trust Company, N.A.	380.27K	Dec 31, 16	-4.04M	0.63%
MSI Financial Services Inc	351.15K	Dec 31, 16	-53.70K	0.59%
BLACKROCK ADVISORS LLC	345.98K	Dec 31, 16	+345.98K	0.58%
BlackRock Fund Advisors	307.71K	Dec 31, 16	+70.86K	0.51%
HIGH POINT BANK & TRUST CO	62.69K	Dec 31, 16	-78.67K	0.10%
Stanford Investment Group, Inc.	3.00K	Dec 31, 16	--	0.01%
INTEGRATED WEALTH COUNSEL, LLC	53	Dec 31, 16	--	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-15.66K	--
KANALY TRUST CO	--	Dec 31, 16	-4.46K	--
ITS Asset Management, L.P.	112.96K	Sep 30, 16	-107.04K	0.19%
EDMOND DE ROTHSCHILD (SUISSE) S.A.	1.69K	Sep 30, 16	-230	0.00%
WESTPORT RESOURCES MANAGEMENT INC	--	Sep 30, 16	-468	--
VSR Financial Services, Inc.	63.62K	Jun 30, 16	+936	0.11%
Investors Capital Advisory Services	50.01K	Jun 30, 16	+2.00K	0.08%
Counsel Portfolio Services Inc.	--	Jun 30, 16	-10.82K	--
Hoxton Financial, Inc.	5.00K	Mar 31, 16	--	0.01%
Gupta Wealth Management LLC	--	Mar 31, 16	-100	--
Pinnacle Summer Investments, Inc.	30.75K	Dec 31, 15	+3.63K	0.05%
J.P. Turner & Co Capital Mnagement, LLC	21.08K	Sep 30, 15	+21.08K	0.04%
Aris Wealth Services, Inc.	4.70K	Sep 30, 15	+735	0.01%
MANAGED ACCOUNT ADVISORS LLC	150.55K	Jun 30, 15	+70.17K	0.25%
First Allied Asset Management, Inc.	126.15K	Mar 31, 15	-101.48K	0.21%
STANCORP INVESTMENT ADVISERS INC	1.17K	Mar 31, 15	+1.17K	0.00%
Placemark Investments, Inc.	12.51K	Dec 31, 14	+12.51K	0.02%
NEW ENGLAND SECURITIES CORP /MA/	878	Dec 31, 14	-590	0.00%
UBS AG	382.64K	Sep 30, 14	+25.98K	0.64%
COMMUNITY BANK SYSTEM, INC.	54.90K	Sep 30, 14	+6.35K	0.09%
KMS FINANCIAL SERVICES, INC	4.87K	Jun 30, 14	-11.38K	0.01%
Strategic Capital Group LLC	328	Jun 30, 14	-177	0.00%
Jane Street Holding, LLC	--	Dec 31, 13	-60.11K	--

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Holder

Date

Change

% Held

FMR LLC

7.63M

Mar 31, 26

-371.84K

12.73%

BANK OF AMERICA CORP /DE/

3.93M

Mar 31, 26

-63.45K

6.56%

BlackRock, Inc.

3.57M

Mar 31, 26

-430.92K

5.96%

MORGAN STANLEY

2.47M

Mar 31, 26

+163.30K

4.13%

Wharton Business Group, LLC

1.71M

Mar 31, 26

-47.66K

2.86%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.20M

Mar 31, 26

+39.61K

1.99%

ENVESTNET ASSET MANAGEMENT INC

1.04M

Mar 31, 26

+68.50K

1.73%

LPL Financial LLC

948.33K

Mar 31, 26

+50.75K

1.58%

Financial Engines Advisors L.L.C.

768.38K

Mar 31, 26

-28.83K

1.28%

SECURIAN ASSET MANAGEMENT, INC

702.77K

Mar 31, 26

-97.00K

1.17%

WELLS FARGO & COMPANY/MN

688.03K

Mar 31, 26

-16.38K

1.15%

UBS Group AG

685.03K

Mar 31, 26

+49.96K

1.14%

AMERIPRISE FINANCIAL INC

672.22K

Mar 31, 26

+45.72K

1.12%

SEI INVESTMENTS CO

669.09K

Mar 31, 26

+1.32K

1.12%

RAYMOND JAMES FINANCIAL INC

531.48K

Mar 31, 26

+68.45K

0.89%

ROYAL BANK OF CANADA

493.58K

Mar 31, 26

-4.15K

0.82%

Cambridge Investment Research Advisors, Inc.

433.23K

Mar 31, 26

+2.20K

0.72%

ASSETMARK, INC

420.71K

Mar 31, 26

-9.07K

0.70%

Creative Planning

400.99K

Mar 31, 26

+8.07K

0.67%

MERCER GLOBAL ADVISORS INC /ADV

397.19K

Mar 31, 26

-47.89K

0.66%

Summit Financial, LLC

374.32K

Mar 31, 26

+2.66K

0.62%

Cetera Investment Advisers

356.88K

Mar 31, 26

+8.78K

0.60%

Amundi

350.80K

Mar 31, 26

-38.98K

0.59%

ALLIANCEBERNSTEIN L.P.

313.05K

Mar 31, 26

-5.96K

0.52%

Facet Wealth, Inc.

301.09K

Mar 31, 26

+852

0.50%

COMMONWEALTH EQUITY SERVICES, LLC

295.82K

Mar 31, 26

-10.80K

0.49%

Brookstone Capital Management

225.98K

Mar 31, 26

+7.44K

0.38%

Armbruster Capital Management, Inc.

221.43K

Mar 31, 26

+2.13K

0.37%

Geneos Wealth Management Inc.

213.92K

Mar 31, 26

+106.29K

0.36%

JONES FINANCIAL COMPANIES LLLP

207.25K

Mar 31, 26

+25.14K

0.35%

Penserra Capital Management LLC

197.69K

Mar 31, 26

+197.69K

0.33%

Lester Murray Antman dba SimplyRich

186.31K

Mar 31, 26

-4.54K

0.31%

Portfolio Design Labs, LLC

174.47K

Mar 31, 26

-1.69K

0.29%

Mariner, LLC

158.28K

Mar 31, 26

+6.75K

0.26%

MML INVESTORS SERVICES, LLC

155.18K

Mar 31, 26

-35.81K

0.26%

Ledyard National Bank

152.03K

Mar 31, 26

+2.46K

0.25%

ANDERSON HOAGLAND & CO

147.81K

Mar 31, 26

+1.39K

0.25%

ADVISOR GROUP HOLDINGS, INC.

144.70K

Mar 31, 26

-13.51K

0.24%

Symmetry Partners, LLC

140.52K

Mar 31, 26

+7.17K

0.23%

Horizon Investments, LLC

132.66K

Mar 31, 26

+44.77K

0.22%

Vestcor Inc

132.05K

Mar 31, 26

-98.13K

0.22%

Merit Financial Group, LLC

129.40K

Mar 31, 26

+60.84K

0.22%

TRUIST FINANCIAL CORP

127.77K

Mar 31, 26

-2.05K

0.21%

Ascent Group, LLC

127.20K

Mar 31, 26

-175

0.21%

ProVise Management Group, LLC

120.36K

Mar 31, 26

+922

0.20%

PRINCIPAL SECURITIES, INC.

115.59K

Mar 31, 26

+2.19K

0.19%

FIFTH THIRD BANCORP

111.12K

Mar 31, 26

+109.12K

0.19%

Magnus Financial Group LLC

110.27K

Mar 31, 26

-1.53K

0.18%

CAPTRUST FINANCIAL ADVISORS

104.73K

Mar 31, 26

-42.68K

0.17%

JPMORGAN CHASE & CO

103.26K

Mar 31, 26

-2.62K

0.17%

Baird Financial Group, Inc.

102.02K

Mar 31, 26

+12.42K

0.17%

Wright Fund Management, LLC

99.75K

Mar 31, 26

+99.75K

0.17%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

92.88K

Mar 31, 26

+2.86K

0.15%

CHOREO, LLC

92.21K

Mar 31, 26

-1.27K

0.15%

STIFEL FINANCIAL CORP

85.08K

Mar 31, 26

-777

0.14%

Asset Management Group, Inc.

84.28K

Mar 31, 26

-106

0.14%

CUTLER INVESTMENT COUNSEL LLC

80.93K

Mar 31, 26

-4.50K

0.14%

HighTower Advisors, LLC

80.65K

Mar 31, 26

-5.68K

0.13%

Mission Creek Capital Partners, Inc.

79.22K

Mar 31, 26

-642

0.13%

Well Done, LLC

75.72K

Mar 31, 26

-2.52K

0.13%

Colony Group, LLC

68.87K

Mar 31, 26

+91

0.11%

Estate Counselors, LLC

68.58K

Mar 31, 26

-185

0.11%

BANK OF MONTREAL /CAN/

68.26K

Mar 31, 26

+5.54K

0.11%

Anchor Investment Management, LLC

67.37K

Mar 31, 26

+3.77K

0.11%

FOUNDERS FINANCIAL SECURITIES LLC

66.43K

Mar 31, 26

-21.74K

0.11%

Rakuten Investment Management, Inc.

65.51K

Mar 31, 26

+32.76K

0.11%

NewEdge Advisors, LLC

64.76K

Mar 31, 26

-3.90K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

62.57K

Mar 31, 26

-15.71K

0.10%

Private Advisor Group, LLC

58.94K

Mar 31, 26

+13.13K

0.10%

Pensionmark Financial Group, LLC

58.29K

Mar 31, 26

-1.10K

0.10%

TRUST CO OF VIRGINIA /VA

56.73K

Mar 31, 26

-180

0.09%

ASPIRIANT, LLC

55.86K

Mar 31, 26

-9.82K

0.09%

Apella Capital, LLC

55.71K

Mar 31, 26

-6.53K

0.09%

GLENMEDE TRUST CO NA

55.57K

Mar 31, 26

-12.35K

0.09%

Wealth Advisors of Iowa, LLC

53.46K

Mar 31, 26

-3.55K

0.09%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

51.75K

Mar 31, 26

+2.65K

0.09%

Strategic Blueprint, LLC

50.73K

Mar 31, 26

+1.06K

0.08%

PNC FINANCIAL SERVICES GROUP, INC.

49.15K

Mar 31, 26

-1.39K

0.08%

Rockefeller Capital Management L.P.

48.69K

Mar 31, 26

+189

0.08%

Adviser Investments LLC

43.57K

Mar 31, 26

-5.34K

0.07%

Advisory Services Network, LLC

42.98K

Mar 31, 26

+1.53K

0.07%

CWM, LLC

42.29K

Mar 31, 26

-11.28K

0.07%

MAGNOLIA CAPITAL ADVISORS LLC

42.12K

Mar 31, 26

+24.82K

0.07%

Quadrature Capital Ltd

42.12K

Mar 31, 26

+34.93K

0.07%

Independent Advisor Alliance

41.95K

Mar 31, 26

+41.95K

0.07%

Shore Point Advisors, LLC

41.28K

Mar 31, 26

-1.17K

0.07%

Rehmann Capital Advisory Group

40.74K

Mar 31, 26

+6.67K

0.07%

MAI Capital Management

40.62K

Mar 31, 26

-765

0.07%

Transamerica Financial Advisors, Inc.

40.26K

Mar 31, 26

+6.95K

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

40.17K

Mar 31, 26

-992

0.07%

Mutual Advisors, LLC

40.04K

Mar 31, 26

-1.30K

0.07%

Samalin Investment Counsel, LLC

39.92K

Mar 31, 26

+292

0.07%

BlueStem Wealth Partners, LLC

39.72K

Mar 31, 26

+39.72K

0.07%

Capital Analysts, LLC

39.18K

Mar 31, 26

+1.83K

0.07%

Corsicana & Co.

37.99K

Mar 31, 26

+620

0.06%

IMA Wealth, Inc.

37.21K

Mar 31, 26

-2.69K

0.06%

Sequoia Financial Advisors, LLC

37.16K

Mar 31, 26

-7.29K

0.06%

Savant Capital, LLC

36.92K

Mar 31, 26

-1.09K

0.06%

Integrated Wealth Concepts LLC

36.72K

Mar 31, 26

+2.41K

0.06%

Kestra Advisory Services, LLC

35.18K

Mar 31, 26

+4.77K

0.06%

BridgePort Financial Solutions, LLC

34.05K

Mar 31, 26

-755

0.06%

RHS Financial, LLC

33.66K

Mar 31, 26

+12.07K

0.06%

Physician Wealth Advisors, Inc.

33.36K

Mar 31, 26

-1.03K

0.06%

MGO ONE SEVEN LLC

32.43K

Mar 31, 26

+3.88K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

31.30K

Mar 31, 26

+22.09K

0.05%

Brickley Wealth Management

31.27K

Mar 31, 26

+269

0.05%

VAUGHAN & Co SECURITIES, INC.

31.24K

Mar 31, 26

-474

0.05%

Prism Advisors, Inc.

30.14K

Mar 31, 26

0.05%

Resources Investment Advisors, LLC.

29.32K

Mar 31, 26

+29.32K

0.05%

DIVERSIFY WEALTH MANAGEMENT, LLC

29.10K

Mar 31, 26

+29.10K

0.05%

IHT Wealth Management, LLC

28.60K

Mar 31, 26

+999

0.05%

UMB Bank, n.a.

28.08K

Mar 31, 26

+4.06K

0.05%

D.A. DAVIDSON & CO.

27.86K

Mar 31, 26

-704

0.05%

MorganRosel Wealth Management, LLC

27.84K

Mar 31, 26

-15.63K

0.05%

Cerity Partners LLC

27.69K

Mar 31, 26

+1.49K

0.05%

MATHER GROUP, LLC.

27.05K

Mar 31, 26

-77

0.05%

SHUFRO ROSE & CO LLC

26.08K

Mar 31, 26

+575

0.04%

Fortune Financial Advisors, LLC

25.81K

Mar 31, 26

+2.43K

0.04%

Frontier Asset Management, LLC

25.80K

Mar 31, 26

+25.80K

0.04%

J.W. COLE ADVISORS, INC.

25.45K

Mar 31, 26

+34

0.04%

Beacon Pointe Advisors, LLC

25.31K

Mar 31, 26

+4.96K

0.04%

Ausdal Financial Partners, Inc.

25.23K

Mar 31, 26

+523

0.04%

Arkadios Wealth Advisors

24.90K

Mar 31, 26

-1.13K

0.04%

Buckingham Strategic Partners

24.43K

Mar 31, 26

+397

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

23.19K

Mar 31, 26

+1.60K

0.04%

Gateway Wealth Partners, LLC

23.14K

Mar 31, 26

+12.24K

0.04%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

22.84K

Mar 31, 26

+1.50K

0.04%

CGN Advisors LLC

22.71K

Mar 31, 26

+661

0.04%

Klingman & Associates, LLC

22.54K

Mar 31, 26

-150

0.04%

Friedenthal Financial

22.48K

Mar 31, 26

-294

0.04%

McNaughton Wealth Management, LLC

21.49K

Mar 31, 26

-302

0.04%

Steward Partners Investment Advisory, LLC

21.22K

Mar 31, 26

-708

0.04%

Bank of New York Mellon Corp

21.13K

Mar 31, 26

-315

0.04%

BROWN WEALTH MANAGEMENT, LLC

20.81K

Mar 31, 26

-15

0.03%

CVA Family Office, LLC

20.01K

Mar 31, 26

-875

0.03%

Berger Financial Group, Inc

20.00K

Mar 31, 26

-550

0.03%

Breakwater Capital Group

19.52K

Mar 31, 26

+113

0.03%

Stratos Wealth Partners, LTD.

18.65K

Mar 31, 26

+1.16K

0.03%

Bell Investment Advisors, Inc

17.96K

Mar 31, 26

-72

0.03%

Bleakley Financial Group, LLC

17.80K

Mar 31, 26

+38

0.03%

HB Wealth Management, LLC

17.68K

Mar 31, 26

-7

0.03%

Bellwether Advisors, LLC

17.58K

Mar 31, 26

-333

0.03%

Betterment LLC

17.47K

Mar 31, 26

-423

0.03%

Sanctuary Advisors, LLC

17.44K

Mar 31, 26

-1.47K

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

17.17K

Mar 31, 26

-12.92K

0.03%

Peterson Wealth Advisors, LLC

16.62K

Mar 31, 26

+406

0.03%

ROOF EIDAM & MAYCOCK/ADV

16.59K

Mar 31, 26

-675

0.03%

M Holdings Securities, Inc.

16.57K

Mar 31, 26

-7.01K

0.03%

TPG Advisors LLC

16.44K

Mar 31, 26

-1.05K

0.03%

Foster Victor Wealth Advisors, LLC

16.07K

Mar 31, 26

-127

0.03%

Tacita Capital Inc

15.76K

Mar 31, 26

0.03%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

15.69K

Mar 31, 26

0.03%

Capital Advisors, Ltd. LLC

15.24K

Mar 31, 26

+377

0.03%

Prime Capital Investment Advisors, LLC

15.15K

Mar 31, 26

-1.25K

0.03%

Carr Financial Group Corp

15.13K

Mar 31, 26

0.03%

HBK Sorce Advisory LLC

14.89K

Mar 31, 26

-1.91K

0.02%

Quantinno Capital Management LP

14.86K

Mar 31, 26

+1.29K

0.02%

Foster Group, Inc.

14.85K

Mar 31, 26

-618

0.02%

Janney Montgomery Scott LLC

14.72K

Mar 31, 26

-1.57K

0.02%

SAWGRASS ASSET MANAGEMENT LLC

14.60K

Mar 31, 26

0.02%

CITIZENS FINANCIAL GROUP INC/RI

14.39K

Mar 31, 26

-216

0.02%

SILVER OAK SECURITIES, INCORPORATED

14.38K

Mar 31, 26

+14.38K

0.02%

IBEX WEALTH ADVISORS

14.34K

Mar 31, 26

0.02%

Atomi Financial Group, Inc.

14.26K

Mar 31, 26

+123

0.02%

PARK AVENUE SECURITIES LLC

14.01K

Mar 31, 26

-2.09K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

13.72K

Mar 31, 26

+1.54K

0.02%

OLD MISSION CAPITAL LLC

13.56K

Mar 31, 26

+13.56K

0.02%

Waldron Private Wealth LLC

13.55K

Mar 31, 26

+163

0.02%

Prospera Financial Services Inc

13.50K

Mar 31, 26

+2.96K

0.02%

Elevation Capital Advisory, LLC

13.43K

Mar 31, 26

-8.59K

0.02%

Equitable Holdings, Inc.

13.11K

Mar 31, 26

-864

0.02%

Round Rock Advisors, LLC

12.93K

Mar 31, 26

-19

0.02%

Lido Advisors, LLC

12.78K

Mar 31, 26

+126

0.02%

MONECO Advisors, LLC

12.75K

Mar 31, 26

+828

0.02%

Focus Financial Network, Inc.

12.53K

Mar 31, 26

+2.10K

0.02%

Perigon Wealth Management, LLC

12.51K

Mar 31, 26

-537

0.02%

Allworth Financial LP

12.46K

Mar 31, 26

-659

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

12.36K

Mar 31, 26

-470

0.02%

PCA Investment Advisory Services Inc.

12.21K

Mar 31, 26

+74

0.02%

Heirloom Wealth Management

12.15K

Mar 31, 26

+12.15K

0.02%

Baker Ellis Asset Management LLC

11.95K

Mar 31, 26

-200

0.02%

TWO SIGMA SECURITIES, LLC

11.83K

Mar 31, 26

+6.37K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

11.52K

Mar 31, 26

0.02%

Shira Ridge Wealth Management

11.21K

Mar 31, 26

-179

0.02%

VestGen Advisors, LLC

10.92K

Mar 31, 26

+10.92K

0.02%

FOSTER & MOTLEY INC

10.85K

Mar 31, 26

-729

0.02%

Clark Asset Management, LLC

10.80K

Mar 31, 26

0.02%

PFG Advisors

10.77K

Mar 31, 26

+461

0.02%

Envestnet Portfolio Solutions, Inc.

10.75K

Mar 31, 26

-9.96K

0.02%

CFS Investment Advisory Services, LLC

10.61K

Mar 31, 26

0.02%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

10.56K

Mar 31, 26

0.02%

TOMPKINS FINANCIAL CORP

10.53K

Mar 31, 26

+861

0.02%

Miracle Mile Advisors, LLC

10.33K

Mar 31, 26

-239

0.02%

Joel Isaacson & Co., LLC

10.26K

Mar 31, 26

0.02%

SWEENEY & MICHEL, LLC

9.94K

Mar 31, 26

+100

0.02%

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

9.79K

Mar 31, 26

-10

0.02%

Wealthspire Advisors, LLC

9.76K

Mar 31, 26

0.02%

Ellis Investment Partners, LLC

9.66K

Mar 31, 26

+102

0.02%

INVESTMENT PARTNERS, LTD.

9.61K

Mar 31, 26

-1.36K

0.02%

Empirical Asset Management, LLC

9.27K

Mar 31, 26

0.02%

STEPHENS INC /AR/

9.24K

Mar 31, 26

0.02%

WESBANCO BANK INC

9.23K

Mar 31, 26

-67

0.02%

Arcus Capital Partners, LLC

9.13K

Mar 31, 26

-30

0.02%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

9.05K

Mar 31, 26

0.02%

Farther Finance Advisors, LLC

8.94K

Mar 31, 26

-596

0.01%

SPIREPOINT PRIVATE CLIENT, LLC

8.92K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

8.81K

Mar 31, 26

+2.30K

0.01%

Hibernia Wealth Partners, LLC

8.78K

Mar 31, 26

+346

0.01%

Clearstead Advisors, LLC

8.73K

Mar 31, 26

+845

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

8.73K

Mar 31, 26

+4.12K

0.01%

Private Advisory Group LLC

8.56K

Mar 31, 26

+8.56K

0.01%

STOCK YARDS BANK & TRUST CO

8.52K

Mar 31, 26

+440

0.01%

Savvy Advisors, Inc.

8.49K

Mar 31, 26

-346

0.01%

Qube Research & Technologies Ltd

8.49K

Mar 31, 26

-52.49K

0.01%

FIDUCIARY TRUST CO

8.40K

Mar 31, 26

-1.65K

0.01%

Bogart Wealth, LLC

8.34K

Mar 31, 26

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

8.28K

Mar 31, 26

-1.45K

0.01%

FRANKLIN RESOURCES INC

8.09K

Mar 31, 26

+302

0.01%

WOODMONT INVESTMENT COUNSEL LLC

8.03K

Mar 31, 26

0.01%

Venturi Wealth Management, LLC

8.03K

Mar 31, 26

0.01%

Premier Path Wealth Partners, LLC

8.03K

Mar 31, 26

-377

0.01%

Portland Financial Advisors Inc

8.02K

Mar 31, 26

0.01%

Black Diamond Financial, LLC

8.01K

Mar 31, 26

0.01%

CI Private Wealth, LLC

7.92K

Mar 31, 26

-4.44K

0.01%

Cornerstone Wealth Management, LLC

7.89K

Mar 31, 26

-49

0.01%

HARBOUR INVESTMENTS, INC.

7.84K

Mar 31, 26

+5.83K

0.01%

Mascoma Wealth Management LLC

7.77K

Mar 31, 26

-349

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

7.74K

Mar 31, 26

0.01%

COWA, LLC

7.57K

Mar 31, 26

+1.99K

0.01%

1900 WEALTH MANAGEMENT LLC

7.43K

Mar 31, 26

-95

0.01%

Hilltop Partners LLC

7.31K

Mar 31, 26

0.01%

Heck Capital Advisors, LLC

7.25K

Mar 31, 26

-93

0.01%

Pacific Center for Financial Services

7.21K

Mar 31, 26

+111

0.01%

Essex Financial Services, Inc.

7.10K

Mar 31, 26

0.01%

Counterweight Ventures, LLC

7.06K

Mar 31, 26

0.01%

Lantz Financial LLC

7.04K

Mar 31, 26

0.01%

Keystone Financial Group

6.80K

Mar 31, 26

+625

0.01%

Financial Perspectives, Inc

6.75K

Mar 31, 26

+2.10K

0.01%

Wolff Financial Management LLC

6.56K

Mar 31, 26

0.01%

Pallas Capital Advisors LLC

6.49K

Mar 31, 26

-38

0.01%

APPLETON PARTNERS INC/MA

6.41K

Mar 31, 26

-41

0.01%

Creekside Partners

6.29K

Mar 31, 26

0.01%

CARY STREET PARTNERS FINANCIAL LLC

6.28K

Mar 31, 26

+78

0.01%

CIBC WORLD MARKET INC.

6.15K

Mar 31, 26

+649

0.01%

Ameritas Advisory Services, LLC

6.15K

Mar 31, 26

-300

0.01%

Greenwich Wealth Management LLC

6.08K

Mar 31, 26

+326

0.01%

HRT FINANCIAL LP

5.85K

Mar 31, 26

+5.85K

0.01%

Sage Mountain Advisors LLC

5.85K

Mar 31, 26

0.01%

Aries Wealth Management

5.84K

Mar 31, 26

0.01%

EXCEL SECURITIES & ASSOCIATES, INC.

5.83K

Mar 31, 26

+5.83K

0.01%

FIFTH THIRD SECURITIES, INC.

5.76K

Mar 31, 26

+2.02K

0.01%

BLAIR WILLIAM & CO/IL

5.75K

Mar 31, 26

-123

0.01%

QTR Family Wealth, LLC

5.72K

Mar 31, 26

-189

0.01%

Kathmere Capital Management, LLC

5.68K

Mar 31, 26

+1.34K

0.01%

JOHNSON INVESTMENT COUNSEL INC

5.67K

Mar 31, 26

-146

0.01%

Pinnacle Bancorp, Inc.

5.67K

Mar 31, 26

0.01%

Fragasso Group Inc.

5.65K

Mar 31, 26

+113

0.01%

FAS Wealth Partners, Inc.

5.40K

Mar 31, 26

0.01%

JMG Financial Group, Ltd.

5.23K

Mar 31, 26

0.01%

Citizens National Bank Trust Department

5.21K

Mar 31, 26

-480

0.01%

SEGALL BRYANT & HAMILL, LLC

5.10K

Mar 31, 26

+5.10K

0.01%

Horizon Family Wealth, Inc.

5.09K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

5.04K

Mar 31, 26

+2.51K

0.01%

Annis Gardner Whiting Capital Advisors, LLC

5.00K

Mar 31, 26

+5.00K

0.01%

NORTH DALLAS BANK & TRUST CO

4.94K

Mar 31, 26

0.01%

K2 Financial Inc.

4.92K

Mar 31, 26

-74

0.01%

Acorn Wealth Advisors, LLC

4.72K

Mar 31, 26

+179

0.01%

Western Wealth Management, LLC

4.69K

Mar 31, 26

-294

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

4.69K

Mar 31, 26

-577

0.01%

NewEdge Wealth, LLC

4.68K

Mar 31, 26

+293

0.01%

Atria Investments, Inc

4.68K

Mar 31, 26

-638

0.01%

WBH ADVISORY INC

4.65K

Mar 31, 26

0.01%

Cherry Tree Wealth Management, LLC

4.65K

Mar 31, 26

-895

0.01%

LANDAAS & CO /WI /ADV

4.65K

Mar 31, 26

0.01%

Ameritas Investment Partners, Inc.

4.65K

Mar 31, 26

-118

0.01%

Cornerstone Financial Group, LLC /NE/

4.63K

Mar 31, 26

-930

0.01%

Grey Fox Wealth Advisors, LLC

4.58K

Mar 31, 26

0.01%

Integrated Advisors Network LLC

4.57K

Mar 31, 26

+129

0.01%

Wealthfront Advisers LLC

4.56K

Mar 31, 26

+21

0.01%

EWA, LLC

4.52K

Mar 31, 26

+324

0.01%

RICHARDSON FINANCIAL SERVICES INC.

4.52K

Mar 31, 26

-326

0.01%

AMG National Trust Bank

4.50K

Mar 31, 26

0.01%

Goldstein Advisors, LLC

4.48K

Mar 31, 26

-53

0.01%

Blankinship & Foster, LLC

4.46K

Mar 31, 26

0.01%

CARDIFF PARK ADVISORS, LLC

4.44K

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

4.44K

Mar 31, 26

0.01%

Sage Capital Advisors,llc

4.41K

Mar 31, 26

0.01%

IFP Advisors, Inc

4.40K

Mar 31, 26

+69

0.01%

Fisher Asset Management, LLC

4.40K

Mar 31, 26

+881

0.01%

Y-Intercept (Hong Kong) Ltd

4.29K

Mar 31, 26

-5.95K

0.01%

James J. Burns & Company, LLC

4.29K

Mar 31, 26

0.01%

VERUS CAPITAL PARTNERS, LLC

4.24K

Mar 31, 26

-206

0.01%

Traction Financial Partners, LLC

4.24K

Mar 31, 26

0.01%

Visionary Wealth Advisors

4.23K

Mar 31, 26

+34

0.01%

Arrowroot Family Office, LLC

4.16K

Mar 31, 26

-180

0.01%

Insight Wealth Strategies, LLC

4.14K

Mar 31, 26

-1.63K

0.01%

TME FINANCIAL, INC.

4.12K

Mar 31, 26

0.01%

RENAISSANCE TECHNOLOGIES LLC

4.10K

Mar 31, 26

-8.30K

0.01%

CEERA INVESTMENTS, LLC

4.09K

Mar 31, 26

+280

0.01%

AdvisorNet Financial, Inc

4.06K

Mar 31, 26

+1.05K

0.01%

Nabity-Jensen Investment Management Inc

4.05K

Mar 31, 26

0.01%

National Wealth Management Group, LLC

4.03K

Mar 31, 26

-4.60K

0.01%

Syntegra Private Wealth Group, LLC

4.01K

Mar 31, 26

+224

0.01%

Stablepoint Partners, LLC

4.00K

Mar 31, 26

-83

0.01%

ALESCO ADVISORS LLC

3.92K

Mar 31, 26

0.01%

Urban Wealth Management, LLC

3.92K

Mar 31, 26

0.01%

Diversified Enterprises, LLC

3.91K

Mar 31, 26

-208

0.01%

TD Waterhouse Canada Inc.

3.90K

Mar 31, 26

+3.90K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.88K

Mar 31, 26

-160

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

3.80K

Mar 31, 26

-375

0.01%

Summit Wealth Partners, LLC

3.79K

Mar 31, 26

-268

0.01%

DRAVO BAY LLC

3.79K

Mar 31, 26

+466

0.01%

Centurion Wealth Management LLC

3.78K

Mar 31, 26

0.01%

Parallel Advisors, LLC

3.74K

Mar 31, 26

-16.02K

0.01%

EXENCIAL WEALTH ADVISORS, LLC

3.69K

Mar 31, 26

+178

0.01%

Steel Peak Wealth Management LLC

3.65K

Mar 31, 26

+245

0.01%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

3.63K

Mar 31, 26

0.01%

AE Wealth Management LLC

3.56K

Mar 31, 26

+27

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

3.53K

Mar 31, 26

+68

0.01%

COMMERCE BANK

3.51K

Mar 31, 26

+321

0.01%

GDS Wealth Management

3.51K

Mar 31, 26

-24

0.01%

Greykasell Wealth Strategies, Inc.

3.46K

Mar 31, 26

0.01%

Sowell Financial Services LLC

3.44K

Mar 31, 26

+257

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

3.44K

Mar 31, 26

+3.16K

0.01%

US BANCORP \DE\

3.38K

Mar 31, 26

+534

0.01%

Galvin, Gaustad & Stein, LLC

3.38K

Mar 31, 26

-612

0.01%

BCGM Wealth Management, LLC

3.38K

Mar 31, 26

-58

0.01%

High Net Worth Advisory Group LLC

3.36K

Mar 31, 26

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

3.34K

Mar 31, 26

+78

0.01%

PRINCIPAL FINANCIAL GROUP INC

3.26K

Mar 31, 26

0.01%

Baker Avenue Asset Management, LP

3.23K

Mar 31, 26

+117

0.01%

Wedmont Private Capital

3.15K

Mar 31, 26

-266

0.01%

Waverly Advisors, LLC

3.15K

Mar 31, 26

+173

0.01%

Pathway Financial Advisors LLC

3.15K

Mar 31, 26

0.01%

First Citizens Financial Corp

3.14K

Mar 31, 26

0.01%

FULTON BANK, N.A.

3.13K

Mar 31, 26

0.01%

BRANDYWINE OAK PRIVATE WEALTH LLC

3.12K

Mar 31, 26

0.01%

ELEVATE WEALTH ADVISORY, INC

3.11K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

3.08K

Mar 31, 26

-52

0.01%

Smartleaf Asset Management LLC

3.05K

Mar 31, 26

0.01%

Midwest Trust Co

3.02K

Mar 31, 26

-308

0.01%

Apeiron RIA LLC

2.98K

Mar 31, 26

-34

0.00%

Claro Advisors LLC

2.94K

Mar 31, 26

0.00%

Veery Capital, LLC

2.94K

Mar 31, 26

+202

0.00%

Peak Financial Management, Inc.

2.93K

Mar 31, 26

0.00%

D. E. Shaw & Co., Inc.

2.90K

Mar 31, 26

+2.90K

0.00%

Blue Zone Wealth Advisors, LLC

2.89K

Mar 31, 26

+20

0.00%

Vanguard National Trust Co

2.88K

Mar 31, 26

+2.88K

0.00%

PDS Planning, Inc

2.87K

Mar 31, 26

0.00%

GTS SECURITIES LLC

2.83K

Mar 31, 26

+2.83K

0.00%

CreativeOne Wealth, LLC

2.83K

Mar 31, 26

+388

0.00%

180 WEALTH ADVISORS, LLC

2.82K

Mar 31, 26

0.00%

Csenge Advisory Group

2.82K

Mar 31, 26

+52

0.00%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

2.79K

Mar 31, 26

0.00%

Kaufman Rossin Wealth, LLC

2.77K

Mar 31, 26

0.00%

Investor's Fiduciary Advisor Network, LLC

2.77K

Mar 31, 26

-250

0.00%

Bond & Devick Financial Network, Inc.

2.73K

Mar 31, 26

0.00%

WESTWOOD HOLDINGS GROUP INC

2.72K

Mar 31, 26

0.00%

BESSEMER GROUP INC

2.72K

Mar 31, 26

0.00%

Richmond Investment Services, LLC

2.71K

Mar 31, 26

0.00%

Concurrent Investment Advisors, LLC

2.70K

Mar 31, 26

-16.81K

0.00%

MISSION WEALTH MANAGEMENT, LP

2.68K

Mar 31, 26

-47

0.00%

WARNER FINANCIAL, INC

2.68K

Mar 31, 26

0.00%

Forum Private Client Group LLC

2.62K

Mar 31, 26

-1.34K

0.00%

Meridian Wealth Advisors, LLC

2.59K

Mar 31, 26

0.00%

Apollon Wealth Management, LLC

2.58K

Mar 31, 26

-124

0.00%

Meridian Financial, LLC

2.57K

Mar 31, 26

0.00%

Graves Light Lenhart Wealth, Inc.

2.56K

Mar 31, 26

0.00%

Christensen, King & Associates Investment Services, Inc.

2.55K

Mar 31, 26

0.00%

United Advisor Group, LLC

2.51K

Mar 31, 26

+2.51K

0.00%

NorthRock Partners, LLC

2.50K

Mar 31, 26

+2.50K

0.00%

Straight Path Wealth Management

2.45K

Mar 31, 26

0.00%

PLANNING DIRECTIONS INC

2.43K

Mar 31, 26

-411

0.00%

Asset Dedication, LLC

2.42K

Mar 31, 26

0.00%

Sensible Money, LLC

2.38K

Mar 31, 26

0.00%

Sanibel Captiva Trust Company, Inc.

2.37K

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

2.34K

Mar 31, 26

0.00%

BCU Wealth Advisors, LLC

2.33K

Mar 31, 26

0.00%

Marks Group Wealth Management, Inc

2.32K

Mar 31, 26

0.00%

SUMMIT WEALTH GROUP LLC / CO

2.31K

Mar 31, 26

+2.31K

0.00%

Mount Yale Investment Advisors, LLC

2.26K

Mar 31, 26

+2.26K

0.00%

Vestmark Advisory Solutions, Inc.

2.26K

Mar 31, 26

+2.26K

0.00%

Gen-Wealth Partners Inc

2.25K

Mar 31, 26

0.00%

Oak Asset Management, LLC

2.22K

Mar 31, 26

+2.22K

0.00%

Ackerman Capital Advisors, LLC

2.20K

Mar 31, 26

+2.20K

0.00%

Bravias Capital Group, LLC

2.19K

Mar 31, 26

+2.19K

0.00%

WHITTIER TRUST CO

2.13K

Mar 31, 26

+500

0.00%

SRS Capital Advisors, Inc.

2.04K

Mar 31, 26

-4.46K

0.00%

Colonial Trust Co / SC

1.92K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

1.84K

Mar 31, 26

-19

0.00%

HM PAYSON & CO

1.74K

Mar 31, 26

0.00%

Aspect Partners, LLC

1.59K

Mar 31, 26

+1.59K

0.00%

Parkside Financial Bank & Trust

1.55K

Mar 31, 26

-22

0.00%

MCF Advisors LLC

1.48K

Mar 31, 26

+1.28K

0.00%

DELTA ASSET MANAGEMENT LLC/TN

1.47K

Mar 31, 26

0.00%

Root Financial Partners, LLC

1.41K

Mar 31, 26

-1

0.00%

Colonial Trust Advisors

1.33K

Mar 31, 26

0.00%

Triumph Capital Management

1.24K

Mar 31, 26

0.00%

Paladin Advisory Group, LLC

1.23K

Mar 31, 26

0.00%

WFA of San Diego, LLC

1.21K

Mar 31, 26

-6

0.00%

BARRETT & COMPANY, INC.

1.21K

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

1.16K

Mar 31, 26

+248

0.00%

Nemes Rush Group LLC

1.15K

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

1.13K

Mar 31, 26

+1.13K

0.00%

Reyes Financial Architecture, Inc.

1.09K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

1.08K

Mar 31, 26

-80

0.00%

United Community Bank

1.02K

Mar 31, 26

0.00%

SouthState Corp

984

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

977

Mar 31, 26

0.00%

HOWE & RUSLING INC

943

Mar 31, 26

+12

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

901

Mar 31, 26

-9

0.00%

PRIVATE TRUST CO NA

898

Mar 31, 26

0.00%

Provident Wealth Management, LLC

875

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

858

Mar 31, 26

+44

0.00%

CX Institutional

793

Mar 31, 26

-360

0.00%

Beaird Harris Wealth Management, LLC

782

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

775

Mar 31, 26

+775

0.00%

Global Trust Asset Management, LLC

750

Mar 31, 26

+250

0.00%

WEBSTER BANK, N. A.

650

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

643

Mar 31, 26

0.00%

EPG Wealth Management LLC

638

Mar 31, 26

+638

0.00%

ZRC WEALTH MANAGEMENT, LLC

614

Mar 31, 26

0.00%

SIGNATUREFD, LLC

596

Mar 31, 26

+288

0.00%

Allspring Global Investments Holdings, LLC

582

Mar 31, 26

+582

0.00%

Atlantic Union Bankshares Corp

580

Mar 31, 26

0.00%

10Elms LLP

552

Mar 31, 26

+463

0.00%

Larson Financial Group LLC

548

Mar 31, 26

-273

0.00%

BROWN BROTHERS HARRIMAN & CO

527

Mar 31, 26

+275

0.00%

WPG Advisers, LLC

522

Mar 31, 26

-3

0.00%

Ancora Advisors, LLC

510

Mar 31, 26

0.00%

Archer Investment Corp

503

Mar 31, 26

-1.10K

0.00%

CKW FINANCIAL GROUP

500

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

494

Mar 31, 26

0.00%

NBC SECURITIES, INC.

470

Mar 31, 26

-310

0.00%

Rossby Financial, LCC

462

Mar 31, 26

+462

0.00%

SYM FINANCIAL Corp

433

Mar 31, 26

-1.68K

0.00%

Fairscale Capital, LLC

405

Mar 31, 26

0.00%

Dunhill Financial, LLC

402

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

379

Mar 31, 26

+254

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

372

Mar 31, 26

-108

0.00%

Golden State Wealth Management, LLC

365

Mar 31, 26

+315

0.00%

Hanson & Doremus Investment Management

362

Mar 31, 26

0.00%

Westside Investment Management, Inc.

358

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

354

Mar 31, 26

0.00%

Spire Wealth Management

353

Mar 31, 26

+36

0.00%

Strategic Wealth Partners, Ltd.

339

Mar 31, 26

-17

0.00%

EVERMAY WEALTH MANAGEMENT LLC

324

Mar 31, 26

+324

0.00%

BFSG, LLC

316

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

311

Mar 31, 26

+311

0.00%

Glass Jacobson Investment Advisors llc

292

Mar 31, 26

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

286

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

285

Mar 31, 26

0.00%

Glassman Wealth Services

268

Mar 31, 26

0.00%

CoreCap Advisors, LLC

258

Mar 31, 26

+13

0.00%

GHP Investment Advisors, Inc.

250

Mar 31, 26

+250

0.00%

Measured Wealth Private Client Group, LLC

244

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

235

Mar 31, 26

+235

0.00%

HUNTINGTON NATIONAL BANK

217

Mar 31, 26

0.00%

FIRST COMMUNITY TRUST NA

188

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

180

Mar 31, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

177

Mar 31, 26

0.00%

Avion Wealth

171

Mar 31, 26

0.00%

CENTRAL TRUST Co

163

Mar 31, 26

0.00%

Boreal Capital Management LLC

160

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

153

Mar 31, 26

-61

0.00%

HANTZ FINANCIAL SERVICES, INC.

150

Mar 31, 26

0.00%

LRI Investments, LLC

148

Mar 31, 26

-37

0.00%

Integrity Financial Corp /WA

141

Mar 31, 26

-422

0.00%

HIGHLINE WEALTH PARTNERS LLC

137

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

135

Mar 31, 26

0.00%

Key FInancial Inc

128

Mar 31, 26

0.00%

Millstone Evans Group, LLC

128

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

104

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

Mar 31, 26

0.00%

JNBA Financial Advisors

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+81

0.00%

BankPlus Trust Department

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+68

0.00%

Rosenberg Matthew Hamilton

Mar 31, 26

0.00%

JPL Wealth Management, LLC

Mar 31, 26

+50

0.00%

GAMMA Investing LLC

Mar 31, 26

0.00%

Decker Retirement Planning Inc.

Mar 31, 26

+41

0.00%

MOTCO

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

Mar 31, 26

0.00%

Fountainhead AM, LLC

Mar 31, 26

0.00%

FIRST HORIZON CORP

Mar 31, 26

0.00%

Abound Wealth Management

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

-118

0.00%

PFS Partners, LLC

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-15

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

Mar 31, 26

0.00%

Kilter Group LLC

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Mar 31, 26

-286

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

-4

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

-3

FLOW TRADERS U.S. LLC

Mar 31, 26

-166.27K

Hershey Financial Advisers, LLC

Mar 31, 26

-21.64K

CBIZ Investment Advisory Services, LLC

Mar 31, 26

-2.21K

JANE STREET GROUP, LLC

Mar 31, 26

-281.55K

Diversify Advisory Services, LLC

Mar 31, 26

-9.16K

SeaCrest Wealth Management, LLC

Mar 31, 26

-2.65K

Cape Investment Advisory, Inc.

Mar 31, 26

-45

SAGESPRING WEALTH PARTNERS, LLC

Mar 31, 26

-2.33K

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

-46

Arete Wealth Advisors, LLC

Mar 31, 26

-2.42K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-8

Bestgate Wealth Advisors, LLC

Mar 31, 26

-2.34K

Aptus Capital Advisors, LLC

Mar 31, 26

-26

Archford Capital Strategies, LLC

Mar 31, 26

-2.91K

BRADLEY FOSTER & SARGENT INC/CT

Mar 31, 26

-3.67K

San Luis Wealth Advisors LLC

Mar 31, 26

-3.16K

MANAGED ASSET PORTFOLIOS, LLC

Mar 31, 26

-2.80K

FSA Advisors, Inc.

Mar 31, 26

-10.54K

CITIGROUP INC

Mar 31, 26

-6.16K

Strengthening Families & Communities, LLC

Mar 31, 26

-1.94K

IFG Advisory, LLC

Mar 31, 26

-8.37K

NATIONAL BANK OF CANADA /FI/

Mar 31, 26

-6.20K

OPTIMA CAPITAL LLC

Mar 31, 26

-18

Wealth Watch Advisors, INC

Mar 31, 26

-355

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-53.58K

Bolthouse Investments, LLC

Mar 31, 26

-3.22K

Brinker Capital Investments, LLC

Mar 31, 26

-2.64K

ACADIAN ASSET MANAGEMENT LLC

Mar 31, 26

-13.79K

StoneX Group Inc.

Mar 31, 26

-4.35K

Laurel Wealth Advisors LLC

Mar 31, 26

-188

Center for Financial Planning, Inc.

Mar 31, 26

-103

COMERICA BANK

108.92K

Dec 31, 25

+1.60K

0.18%

Yeomans Consulting Group, Inc.

82.53K

Dec 31, 25

+1.37K

0.14%

SageView Advisory Group, LLC

20.11K

Dec 31, 25

+142

0.03%

Global Retirement Partners, LLC

12.38K

Dec 31, 25

+2.82K

0.02%

Tolleson Wealth Management, Inc.

8.18K

Dec 31, 25

0.01%

VANGUARD GROUP INC

3.47K

Dec 31, 25

+358

0.01%

CIBC Private Wealth Group, LLC

1.60K

Dec 31, 25

-69

0.00%

Running Point Capital Advisors, LLC

849

Dec 31, 25

0.00%

Nalls Sherbakoff Group, LLC

167

Dec 31, 25

0.00%

TRUST CO OF VERMONT

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+12

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-873

Blue Barn Wealth, LLC

Dec 31, 25

-6.08K

Burt Wealth Advisors

276.52K

Sep 30, 25

-2.63K

0.46%

Glenmede Investment Management, LP

67.37K

Sep 30, 25

-4.02K

0.11%

Kathleen S. Wright Associates Inc.

18.30K

Sep 30, 25

-132

0.03%

SYNOVUS FINANCIAL CORP

2.93K

Sep 30, 25

+207

0.00%

Sagard Holdings Management Inc.

1.05K

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

482

Sep 30, 25

+429

0.00%

Binnacle Investments Inc

Sep 30, 25

0.00%

AVANTAX ADVISORY SERVICES, INC.

119.05K

Jun 30, 25

-1.45K

0.20%

Congress Wealth Management LLC / DE /

53.17K

Jun 30, 25

-1.63K

0.09%

Martin Worley Group

29.80K

Jun 30, 25

+3.84K

0.05%

Atria Wealth Solutions, Inc.

7.74K

Jun 30, 25

-46.24K

0.01%

DOHJ, LLC

7.00K

Jun 30, 25

-117

0.01%

Summit X, LLC

3.04K

Jun 30, 25

+39

0.01%

PrairieView Partners, LLC

205

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+12

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

+16

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

0.00%

Monterey Private Wealth, Inc.

27.07K

Mar 31, 25

0.05%

GRAYHAWK INVESTMENT STRATEGIES INC.

3.71K

Mar 31, 25

-335

0.01%

Sandy Spring Bank

580

Mar 31, 25

+288

0.00%

Lindbrook Capital, LLC

Mar 31, 25

+33

0.00%

Bison Wealth, LLC

6.89K

Dec 31, 24

+42

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-50

0.00%

Kiely Wealth Advisory Group, Inc.

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

+29

0.00%

AlphaMark Advisors, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

308.11K

Sep 30, 24

-12.68K

0.51%

RAYMOND JAMES & ASSOCIATES

114.83K

Sep 30, 24

-6.20K

0.19%

RAYMOND JAMES TRUST N.A.

12.44K

Sep 30, 24

+987

0.02%

ETFIDEA, LLC

4.58K

Sep 30, 24

0.01%

Brophy Wealth Management, LLC

3.02K

Sep 30, 24

+3.02K

0.01%

First Trust Direct Indexing L.P.

2.99K

Sep 30, 24

-2

0.00%

Halpern Financial, Inc.

400

Sep 30, 24

-200

0.00%

Family Asset Management, LLC

Sep 30, 24

0.00%

BlackRock Inc.

4.57M

Jun 30, 24

+8.60K

7.63%

JANICZEK WEALTH MANAGEMENT, LLC

18.63K

Jun 30, 24

-164.31K

0.03%

BUCKINGHAM STRATEGIC WEALTH, LLC

9.38K

Jun 30, 24

-4.85K

0.02%

Rain Capital Management, LLC

375

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

201

Jun 30, 24

+201

0.00%

Cetera Advisors LLC

101.09K

Mar 31, 24

+8.07K

0.17%

Cetera Advisor Networks LLC

85.82K

Mar 31, 24

-1.47K

0.14%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

82.70K

Mar 31, 24

-18.98K

0.14%

Retirement Group, LLC

4.51K

Mar 31, 24

-535

0.01%

WADE G W & INC

16.56K

Dec 31, 23

+5.21K

0.03%

Resource Planning Group

15.88K

Dec 31, 23

+15.88K

0.03%

DFPG INVESTMENTS, LLC

12.18K

Dec 31, 23

-66

0.02%

Traverso Chambers Private Wealth Management, LLC

5.80K

Dec 31, 23

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

5.46K

Dec 31, 23

+5.46K

0.01%

DB Wealth Management Group, LLC

828

Dec 31, 23

+10

0.00%

Polaris Wealth Advisory Group, LLC

61.08K

Sep 30, 23

+61.08K

0.10%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

53.32K

Sep 30, 23

+71

0.09%

COMERICA SECURITIES,INC.

23.93K

Sep 30, 23

-832

0.04%

Steward Financial Group LLC

13.06K

Sep 30, 23

+13.06K

0.02%

Sutton Wealth Advisors Inc.

Sep 30, 23

0.00%

PFS INVESTMENTS INC.

325.35K

Jun 30, 23

+16.56K

0.54%

HERON FINANCIAL GROUP, LLC

127.46K

Jun 30, 23

-7.28K

0.21%

Financial Architects, Inc

52.74K

Jun 30, 23

-6.53K

0.09%

BDO Wealth Advisors, LLC

50.02K

Jun 30, 23

+278

0.08%

First Capital Advisors Group, LLC.

746

Jun 30, 23

+746

0.00%

Lumature Wealth Partners, LLC

575

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

Jun 30, 23

+25

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-41

Kalos Management, Inc.

Jun 30, 23

-355

Southern Wealth Management, LLP

40.92K

Mar 31, 23

+102

0.07%

Sanford Advisory Services, LLC

58.25K

Dec 31, 22

-26.48K

0.10%

TRUSTCORE FINANCIAL SERVICES, LLC

39.50K

Dec 31, 22

-2.57K

0.07%

RESOLUTE FINANCIAL, LLC

3.53K

Dec 31, 22

+3.53K

0.01%

Cribstone Capital Management, LLC

275

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

150

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-1.38K

Tillar-Wenstrup Advisors, LLC

Dec 31, 22

-41.55K

Hightower 6M Holding, LLC

83.46K

Sep 30, 22

+2.98K

0.14%

American Portfolios Advisors

29.89K

Sep 30, 22

-2.11K

0.05%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

23.78K

Sep 30, 22

-7.33K

0.04%

ROOSEVELT INVESTMENT GROUP LLC

4.99K

Sep 30, 22

0.01%

EATON VANCE MANAGEMENT

4.46K

Sep 30, 22

-234

0.01%

KARLINSKI ANDREW C

700

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

576

Sep 30, 22

0.00%

Strategic Asset Management, LLC

214

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-2.26K

HYA Advisors, Inc

33.96K

Jun 30, 22

-2.98K

0.06%

Pinnacle Private Wealth, LLC

10.50K

Jun 30, 22

+125

0.02%

Titus Wealth Management

8.10K

Jun 30, 22

0.01%

BT Wealth Management LLC

3.71K

Jun 30, 22

0.01%

Cordasco Financial Network

1.68K

Jun 30, 22

0.00%

Private Capital Group, LLC

313

Jun 30, 22

0.00%

BIVIN & ASSOCIATES, INC.

150

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

Jun 30, 22

-18

0.00%

Personal Wealth Partners

208.24K

Mar 31, 22

-846

0.35%

CAPITAL ONE FINANCIAL CORP

87.69K

Mar 31, 22

-406.73K

0.15%

Karn, Couzens & Associates, Inc.

17.21K

Mar 31, 22

-303

0.03%

Ferris Capital, LLC

12.10K

Mar 31, 22

0.02%

Livingston Group Asset Management CO (operating as Southport Capital Management)

4.13K

Mar 31, 22

-16.72K

0.01%

VIRIDIAN RIA, LLC

Mar 31, 22

-4.80K

MIRSKY FINANCIAL MANAGEMENT CORP.

118.62K

Dec 31, 21

+4.64K

0.20%

6 Meridian

70.94K

Dec 31, 21

+1.94K

0.12%

QUEST CAPITAL MANAGEMENT INC /ADV

58.97K

Dec 31, 21

+32.93K

0.10%

Mosaic Family Wealth, LLC

17.79K

Dec 31, 21

+1.59K

0.03%

NEXT Financial Group, Inc

7.74K

Dec 31, 21

-1.14K

0.01%

Carroll Financial Associates, Inc.

2.60K

Dec 31, 21

+292

0.00%

Truehand, Inc

609

Dec 31, 21

0.00%

Crescent Capital Consulting, LLC

126

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

58.77K

Sep 30, 21

-1.42K

0.10%

Brouwer & Janachowski, LLC

13.56K

Sep 30, 21

-522

0.02%

Homrich & Berg

10.60K

Sep 30, 21

-1.36K

0.02%

Ameritas Investment Company, LLC

7.22K

Sep 30, 21

+3.86K

0.01%

Covenant Multifamily Offices, LLC

2.70K

Sep 30, 21

0.00%

Sonora Investment Management, LLC

189

Sep 30, 21

0.00%

FIRST MERCANTILE TRUST CO

Sep 30, 21

-141

LEVEL FOUR FINANCIAL, LLC

Sep 30, 21

-2.95K

QS Investors, LLC

376.96K

Jun 30, 21

+76.65K

0.63%

Nachman Norwood & Parrott, Inc

156.61K

Jun 30, 21

-64.95K

0.26%

Novak Financial Planning, LLC

31.51K

Jun 30, 21

-1.25K

0.05%

Hoover Financial Advisors, Inc.

10.91K

Jun 30, 21

0.02%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

5.88K

Jun 30, 21

0.01%

NORTH AMERICAN MANAGEMENT CORP

378.81K

Mar 31, 21

+5.11K

0.63%

Stewardship Financial Advisors, LLC

94.39K

Mar 31, 21

-8.19K

0.16%

OLD MISSION CAPITAL, LLC

53.57K

Dec 31, 20

+53.57K

0.09%

SVA Wealth Management, LLC

33.03K

Dec 31, 20

-35.10K

0.06%

Winslow, Evans & Crocker, Inc.

2.39K

Dec 31, 20

+1.99K

0.00%

Reby Advisors, LLC

530

Dec 31, 20

+530

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

Dec 31, 20

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

414.72K

Sep 30, 20

+45.38K

0.69%

First Allied Advisory Services, Inc.

31.44K

Sep 30, 20

+1.84K

0.05%

Watson Rebecca

30.44K

Sep 30, 20

-3.15K

0.05%

Partnervest Advisory Services LLC

22.32K

Sep 30, 20

-1.71K

0.04%

Secrest Blakey & Associates, LLC

7.91K

Sep 30, 20

0.01%

Wellesley Investment Partners, LLC

4.91K

Sep 30, 20

-47

0.01%

Price Wealth, LLC

Sep 30, 20

-1.30K

Starfire Investment Advisers, Inc.

74.25K

Jun 30, 20

+1.73K

0.12%

BRINKER CAPITAL INC

21.19K

Jun 30, 20

+2.87K

0.04%

NewDay Solutions, LLC

6.10K

Jun 30, 20

-9.80K

0.01%

PagnatoKarp Partners LLC

21.26K

Mar 31, 20

+697

0.04%

BOYS ARNOLD & CO INC

18.29K

Mar 31, 20

-137

0.03%

Advisor Group, Inc.

906.31K

Dec 31, 19

+80.07K

1.51%

LADENBURG THALMANN FINANCIAL SERVICES INC.

735.38K

Dec 31, 19

+37.72K

1.23%

CXI Advisors

138.24K

Dec 31, 19

+138.24K

0.23%

CAPITAL ONE, NATIONAL ASSOCIATION

101.82K

Dec 31, 19

+101.82K

0.17%

MADISON INVESTMENT HOLDINGS INC

1.22M

Sep 30, 19

+176.99K

2.04%

BB&T SECURITIES, LLC

398.89K

Sep 30, 19

+70.67K

0.67%

SUNTRUST BANKS INC

257.01K

Sep 30, 19

+12.18K

0.43%

MADRONA FUNDS, LLC

29.83K

Sep 30, 19

+29.83K

0.05%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

21.53K

Sep 30, 19

+3.05K

0.04%

BIEGEL & WALLER LLC

19.03K

Sep 30, 19

+471

0.03%

Capital One Investing, Inc.

12.83K

Sep 30, 19

+12.83K

0.02%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

1.73K

Sep 30, 19

+1.73K

0.00%

MRA Associates USA LLC

Sep 30, 19

-679

Planning Solutions Group LLC

79.70K

Jun 30, 19

-1.39K

0.13%

HL FINANCIAL SERVICES LLC

97.12K

Mar 31, 19

+6.71K

0.16%

Steinberg Global Asset Management

48.37K

Mar 31, 19

-1.21K

0.08%

NEXT Financial Holdings

1.43K

Mar 31, 19

+1.43K

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

150

Mar 31, 19

0.00%

COMERICA SECURITIES INC

57.68K

Dec 31, 18

+5.84K

0.10%

Clarfeld Financial Advisors, LLC

8.38K

Dec 31, 18

+8.38K

0.01%

WealthTrust-Arizona, LLC

1.84K

Dec 31, 18

-284

0.00%

BREMER TRUST NATIONAL ASSOCIATION

353

Dec 31, 18

+353

0.00%

Edelman Financial Services, LLC

Dec 31, 18

-772.27K

CUE ADVISORY SERVICES, INC.

20.61K

Sep 30, 18

0.03%

Vestpro Financial Partners, Inc. dba CPF Texas

6.25K

Sep 30, 18

+258

0.01%

Vantage Investment Advisors, LLC

6.04K

Sep 30, 18

-354

0.01%

Windhaven Investment Management, Inc.

2.16M

Mar 31, 18

+5.82K

3.61%

IFC Holdings Incorporated/FL

110.48K

Dec 31, 17

-5.21K

0.18%

AURORA FINANCIAL ADVISORS, LLC

8.86K

Dec 31, 17

+8.86K

0.01%

WealthShield, LLC

3.23K

Dec 31, 17

+3.23K

0.01%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-83.99K

SII INVESTMENTS INC/WI

Dec 31, 17

-11.49K

NATIONAL PLANNING CORP

Dec 31, 17

-41.17K

Commonwealth Equity Services, Inc

789.43K

Jun 30, 17

+59.85K

1.32%

Kissinger Financial Services LLC

52.91K

Jun 30, 17

+4.83K

0.09%

iAB Financial Bank

19.83K

Jun 30, 17

+200

0.03%

CETERA INVESTMENT MANAGEMENT LLC

7.34K

Jun 30, 17

+2.00K

0.01%

Virtu KCG Holdings LLC

3.36K

Jun 30, 17

+3.36K

0.01%

WFG Advisors, LP

2.99K

Jun 30, 17

+1.70K

0.00%

BEACON TRUST CO

31.93K

Mar 31, 17

-4.16K

0.05%

LBA Wealth Management, LLC

1.96K

Mar 31, 17

+477

0.00%

BlackRock Investment Management, LLC

505.68K

Dec 31, 16

+97.64K

0.84%

BlackRock Group LTD

441.61K

Dec 31, 16

0.74%

BlackRock Institutional Trust Company, N.A.

380.27K

Dec 31, 16

-4.04M

0.63%

MSI Financial Services Inc

351.15K

Dec 31, 16

-53.70K

0.59%

BLACKROCK ADVISORS LLC

345.98K

Dec 31, 16

+345.98K

0.58%

BlackRock Fund Advisors

307.71K

Dec 31, 16

+70.86K

0.51%

HIGH POINT BANK & TRUST CO

62.69K

Dec 31, 16

-78.67K

0.10%

Stanford Investment Group, Inc.

3.00K

Dec 31, 16

0.01%

INTEGRATED WEALTH COUNSEL, LLC

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-15.66K

KANALY TRUST CO

Dec 31, 16

-4.46K

ITS Asset Management, L.P.

112.96K

Sep 30, 16

-107.04K

0.19%

EDMOND DE ROTHSCHILD (SUISSE) S.A.

1.69K

Sep 30, 16

-230

0.00%

WESTPORT RESOURCES MANAGEMENT INC

Sep 30, 16

-468

VSR Financial Services, Inc.

63.62K

Jun 30, 16

+936

0.11%

Investors Capital Advisory Services

50.01K

Jun 30, 16

+2.00K

0.08%

Counsel Portfolio Services Inc.

Jun 30, 16

-10.82K

Hoxton Financial, Inc.

5.00K

Mar 31, 16

0.01%

Gupta Wealth Management LLC

Mar 31, 16

-100

Pinnacle Summer Investments, Inc.

30.75K

Dec 31, 15

+3.63K

0.05%

J.P. Turner & Co Capital Mnagement, LLC

21.08K

Sep 30, 15

+21.08K

0.04%

Aris Wealth Services, Inc.

4.70K

Sep 30, 15

+735

0.01%

MANAGED ACCOUNT ADVISORS LLC

150.55K

Jun 30, 15

+70.17K

0.25%

First Allied Asset Management, Inc.

126.15K

Mar 31, 15

-101.48K

0.21%

STANCORP INVESTMENT ADVISERS INC

1.17K

Mar 31, 15

+1.17K

0.00%

Placemark Investments, Inc.

12.51K

Dec 31, 14

+12.51K

0.02%

NEW ENGLAND SECURITIES CORP /MA/

878

Dec 31, 14

-590

0.00%

UBS AG

382.64K

Sep 30, 14

+25.98K

0.64%

COMMUNITY BANK SYSTEM, INC.

54.90K

Sep 30, 14

+6.35K

0.09%

KMS FINANCIAL SERVICES, INC

4.87K

Jun 30, 14

-11.38K

0.01%

Strategic Capital Group LLC

328

Jun 30, 14

-177

0.00%

Jane Street Holding, LLC

Dec 31, 13

-60.11K