iShares Currency Hedged MSCI EAFE ETF(HEFA)

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iShares Currency Hedged MSCI EAFE ETF(HEFA)

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$46.35—

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HEFA(HEFA)

HEFA

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

Institutional Ownership

Top 570 Institutional Holders

Holder	Shares	Date	Change	% Held
GOLDMAN SACHS GROUP INC	48.09M	Mar 31, 26	-2.30M	31.24%
COLDSTREAM CAPITAL MANAGEMENT INC	5.93M	Mar 31, 26	+272.29K	3.85%
ENVESTNET ASSET MANAGEMENT INC	4.59M	Mar 31, 26	+3.14M	2.98%
AMERIPRISE FINANCIAL INC	4.27M	Mar 31, 26	-631.81K	2.78%
JPMORGAN CHASE & CO	4.22M	Mar 31, 26	-136.34K	2.74%
MORGAN STANLEY	3.78M	Mar 31, 26	+151.41K	2.46%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	3.58M	Mar 31, 26	+136.95K	2.33%
LPL Financial LLC	3.54M	Mar 31, 26	-80.50K	2.30%
Dynasty Wealth Management, LLC	3.47M	Mar 31, 26	-80.64K	2.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.45M	Mar 31, 26	-97.78K	2.24%
Quotient Wealth Partners, LLC	3.37M	Mar 31, 26	-102.50K	2.19%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	3.34M	Mar 31, 26	-179.82K	2.17%
NorthRock Partners, LLC	3.07M	Mar 31, 26	+361.97K	2.00%
WELLS FARGO & COMPANY/MN	2.04M	Mar 31, 26	-62.30K	1.33%
NORTHERN TRUST CORP	1.98M	Mar 31, 26	-9.79K	1.29%
Waverly Advisors, LLC	1.93M	Mar 31, 26	-563.44K	1.25%
BANK OF AMERICA CORP /DE/	1.69M	Mar 31, 26	-132.37K	1.10%
Cetera Investment Advisers	1.41M	Mar 31, 26	+62.92K	0.92%
ADVISOR GROUP HOLDINGS, INC.	1.25M	Mar 31, 26	-109.12K	0.81%
MML INVESTORS SERVICES, LLC	1.14M	Mar 31, 26	-123.47K	0.74%
PNC FINANCIAL SERVICES GROUP, INC.	1.03M	Mar 31, 26	+87.85K	0.67%
Jordan Park Group LLC	995.39K	Mar 31, 26	-11.24K	0.65%
FLOW TRADERS U.S. LLC	984.50K	Mar 31, 26	+984.50K	0.64%
RAYMOND JAMES FINANCIAL INC	937.60K	Mar 31, 26	+61.41K	0.61%
Mariner, LLC	881.42K	Mar 31, 26	-108.04K	0.57%
Verde Capital Management	831.54K	Mar 31, 26	+57.01K	0.54%
Blankinship & Foster, LLC	789.10K	Mar 31, 26	-21.22K	0.51%
US BANCORP \DE\	780.91K	Mar 31, 26	-40.59K	0.51%
Schoolcraft Capital LLC	693.07K	Mar 31, 26	-2.58K	0.45%
Cambridge Investment Research Advisors, Inc.	645.82K	Mar 31, 26	+197.78K	0.42%
Crumly & Associates Inc.	616.67K	Mar 31, 26	+161.94K	0.40%
Mount Yale Investment Advisors, LLC	524.04K	Mar 31, 26	+524.04K	0.34%
Vestmark Advisory Solutions, Inc.	518.82K	Mar 31, 26	+518.82K	0.34%
ACT WEALTH MANAGEMENT, LLC	517.69K	Mar 31, 26	-2.22K	0.34%
UBS Group AG	510.38K	Mar 31, 26	-494.96K	0.33%
BOKF, NA	481.20K	Mar 31, 26	+41.12K	0.31%
Prasad Wealth Partners, LLC	441.39K	Mar 31, 26	+5.47K	0.29%
Paradigm, Strategies in Wealth Management, LLC	396.69K	Mar 31, 26	-37.88K	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	359.08K	Mar 31, 26	-76.35K	0.23%
Csenge Advisory Group	353.63K	Mar 31, 26	-22.04K	0.23%
WESCAP Management Group, Inc.	350.32K	Mar 31, 26	+6.93K	0.23%
Lighthouse Wealth Management Inc.	344.56K	Mar 31, 26	+11.96K	0.22%
ROYAL BANK OF CANADA	333.75K	Mar 31, 26	-10.87K	0.22%
JONES FINANCIAL COMPANIES LLLP	333.68K	Mar 31, 26	+81.24K	0.22%
Vista Private Wealth Partners. LLC	332.93K	Mar 31, 26	-71.39K	0.22%
Modern Wealth Management, LLC	320.08K	Mar 31, 26	-3.49K	0.21%
Prime Capital Investment Advisors, LLC	311.82K	Mar 31, 26	-15.78K	0.20%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	305.20K	Mar 31, 26	+305.20K	0.20%
PCA Investment Advisory Services Inc.	295.94K	Mar 31, 26	+35.91K	0.19%
CX Institutional	273.35K	Mar 31, 26	+45.32K	0.18%
Pathstone Holdings, LLC	270.89K	Mar 31, 26	--	0.18%
Vertex Planning Partners, LLC	256.97K	Mar 31, 26	+6.01K	0.17%
Bank of New York Mellon Corp	255.08K	Mar 31, 26	-21.32K	0.17%
Lido Advisors, LLC	253.97K	Mar 31, 26	-86.85K	0.16%
DEUTSCHE BANK AG\	250.00K	Mar 31, 26	--	0.16%
Cyr Financial Inc.	248.42K	Mar 31, 26	+17.56K	0.16%
NEPC LLC	241.15K	Mar 31, 26	--	0.16%
Independent Advisor Alliance	237.81K	Mar 31, 26	+237.81K	0.15%
Darrow Company, Inc.	223.20K	Mar 31, 26	+895	0.14%
Avidian Wealth Solutions, LLC	221.51K	Mar 31, 26	+95	0.14%
GREAT VALLEY ADVISOR GROUP, INC.	220.55K	Mar 31, 26	+7.61K	0.14%
Crescent Grove Advisors, LLC	218.23K	Mar 31, 26	+15.28K	0.14%
Weaver Capital Management LLC	212.57K	Mar 31, 26	-6.44K	0.14%
BLAIR WILLIAM & CO/IL	211.69K	Mar 31, 26	+12.43K	0.14%
Farther Finance Advisors, LLC	207.56K	Mar 31, 26	-15.22K	0.13%
Cerity Partners LLC	192.34K	Mar 31, 26	+808	0.12%
RFG Advisory, LLC	188.50K	Mar 31, 26	+30.58K	0.12%
Rockefeller Capital Management L.P.	168.10K	Mar 31, 26	-464.00K	0.11%
TRUIST FINANCIAL CORP	166.97K	Mar 31, 26	+79.31K	0.11%
Vermillion & White Wealth Management Group, LLC	153.47K	Mar 31, 26	+152.78K	0.10%
Burns Matteson Capital Management, LLC	153.04K	Mar 31, 26	+61.89K	0.10%
ARQ WEALTH ADVISORS, LLC	149.85K	Mar 31, 26	+10.01K	0.10%
Keystone Financial Group	149.70K	Mar 31, 26	+143.53K	0.10%
Kestra Advisory Services, LLC	146.33K	Mar 31, 26	-10.44K	0.10%
Ifrah Financial Services, Inc.	145.49K	Mar 31, 26	-2.44K	0.09%
CITIGROUP INC	142.52K	Mar 31, 26	+6.51K	0.09%
ADAMSBROWN WEALTH CONSULTANTS LLC	140.57K	Mar 31, 26	-7.59K	0.09%
Geneos Wealth Management Inc.	140.33K	Mar 31, 26	+821	0.09%
Bigelow Investment Advisors, LLC	140.13K	Mar 31, 26	+22.84K	0.09%
FIRST INTERSTATE BANK	137.54K	Mar 31, 26	-1.29M	0.09%
Summit Asset Management, LLC	135.87K	Mar 31, 26	--	0.09%
IVC Wealth Advisors LLC	128.99K	Mar 31, 26	+22.38K	0.08%
Steward Partners Investment Advisory, LLC	122.18K	Mar 31, 26	+3.78K	0.08%
STIFEL FINANCIAL CORP	120.20K	Mar 31, 26	+148	0.08%
EverSource Wealth Advisors, LLC	118.14K	Mar 31, 26	+39.00K	0.08%
Friedenthal Financial	116.37K	Mar 31, 26	+4.27K	0.08%
Precision Wealth Strategies, LLC	115.96K	Mar 31, 26	-15.49K	0.08%
ROOF EIDAM & MAYCOCK/ADV	114.97K	Mar 31, 26	--	0.07%
FIDUCIARY TRUST CO	112.70K	Mar 31, 26	--	0.07%
Cornerstone Planning Group LLC	110.17K	Mar 31, 26	-484	0.07%
DecisionMap Wealth Management, LLC	109.89K	Mar 31, 26	-3.38K	0.07%
Sanctuary Advisors, LLC	108.64K	Mar 31, 26	-8.58K	0.07%
Capital Asset Advisory Services LLC	103.40K	Mar 31, 26	-1.62K	0.07%
Advyzon Investment Management, LLC	101.33K	Mar 31, 26	+101.33K	0.07%
THOROUGHBRED FINANCIAL SERVICES, LLC	101.28K	Mar 31, 26	+4.07K	0.07%
CVFG LLC	100.56K	Mar 31, 26	+3.18K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	100.42K	Mar 31, 26	-29.99K	0.07%
ALLIANCEBERNSTEIN L.P.	100.07K	Mar 31, 26	+100.07K	0.07%
Capital Investment Advisory Services, LLC	97.33K	Mar 31, 26	-4.53K	0.06%
MERCER GLOBAL ADVISORS INC /ADV	96.28K	Mar 31, 26	+17.23K	0.06%
Cypress Capital, LLC	94.20K	Mar 31, 26	-973	0.06%
Mutual Advisors, LLC	92.69K	Mar 31, 26	-2.99K	0.06%
Traveka Wealth, LLC	90.15K	Mar 31, 26	-12.15K	0.06%
Sigma Planning Corp	87.80K	Mar 31, 26	-13.23K	0.06%
Beacon Pointe Advisors, LLC	79.60K	Mar 31, 26	+79.60K	0.05%
Strategic Financial Concepts, LLC	79.60K	Mar 31, 26	+79.60K	0.05%
Concurrent Investment Advisors, LLC	79.34K	Mar 31, 26	-8.77K	0.05%
IHT Wealth Management, LLC	79.28K	Mar 31, 26	-4.37K	0.05%
MAI Capital Management	79.23K	Mar 31, 26	+2.73K	0.05%
Ashton Thomas Private Wealth, LLC	78.63K	Mar 31, 26	+4.03K	0.05%
Janney Montgomery Scott LLC	77.94K	Mar 31, 26	-1.12K	0.05%
Kingsview Wealth Management, LLC	76.27K	Mar 31, 26	-2.49K	0.05%
HARBOUR INVESTMENTS, INC.	68.57K	Mar 31, 26	+67.98K	0.04%
AdvisorNet Financial, Inc	68.54K	Mar 31, 26	-2.44K	0.04%
Savvy Advisors, Inc.	66.44K	Mar 31, 26	+5.41K	0.04%
CITADEL ADVISORS LLC	65.87K	Mar 31, 26	+65.87K	0.04%
HighTower Advisors, LLC	64.58K	Mar 31, 26	-4.84K	0.04%
Wealthcare Advisory Partners LLC	64.45K	Mar 31, 26	+1.82K	0.04%
FMR LLC	64.29K	Mar 31, 26	+2.36K	0.04%
Future Financial Wealth Managment LLC	62.64K	Mar 31, 26	-50.29K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	62.18K	Mar 31, 26	-177.48K	0.04%
PARK AVENUE SECURITIES LLC	61.35K	Mar 31, 26	+22	0.04%
Regal Investment Advisors LLC	59.30K	Mar 31, 26	-366	0.04%
TRUE Private Wealth Advisors	58.53K	Mar 31, 26	+16.13K	0.04%
RETIREMENT PLANNING GROUP, LLC / NY	57.32K	Mar 31, 26	+1.65K	0.04%
Apella Capital, LLC	57.02K	Mar 31, 26	-3.84K	0.04%
Private Advisor Group, LLC	56.71K	Mar 31, 26	-2.61K	0.04%
Foundations Investment Advisors, LLC	54.36K	Mar 31, 26	-8.80K	0.04%
ABSOLUTE CAPITAL MANAGEMENT, LLC	52.44K	Mar 31, 26	+1.70K	0.03%
Advisory Services Network, LLC	50.46K	Mar 31, 26	+7.39K	0.03%
Valmark Advisers, Inc.	49.72K	Mar 31, 26	+1.69K	0.03%
Golden State Equity Partners	49.44K	Mar 31, 26	+8.84K	0.03%
Signal Advisors Wealth, LLC	48.13K	Mar 31, 26	+22.46K	0.03%
Summit Financial, LLC	47.88K	Mar 31, 26	+3.34K	0.03%
Grove Bank & Trust	47.50K	Mar 31, 26	--	0.03%
Cornerstone Wealth Management, LLC	46.47K	Mar 31, 26	-614	0.03%
BOK Financial Private Wealth, Inc.	44.14K	Mar 31, 26	-9.29K	0.03%
Aaron Wealth Advisors LLC	43.50K	Mar 31, 26	-8.20K	0.03%
CITIZENS FINANCIAL GROUP INC/RI	43.40K	Mar 31, 26	-1.66K	0.03%
WIN ADVISORS, INC	40.24K	Mar 31, 26	+40.24K	0.03%
Disciplined Investors, L.L.C.	40.17K	Mar 31, 26	-230	0.03%
VERITY Wealth Advisors	40.00K	Mar 31, 26	-32.69K	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	38.65K	Mar 31, 26	+28.24K	0.03%
OVERSEA-CHINESE BANKING Corp Ltd	37.74K	Mar 31, 26	--	0.02%
Dynamic Advisor Solutions LLC	37.17K	Mar 31, 26	-43	0.02%
Valeo Financial Advisors, LLC	36.86K	Mar 31, 26	-396.91K	0.02%
CreativeOne Wealth, LLC	36.69K	Mar 31, 26	+6.67K	0.02%
FLAGSTAR ADVISORS INC.	36.43K	Mar 31, 26	-7.52K	0.02%
Quadrature Capital Ltd	35.91K	Mar 31, 26	-46.05K	0.02%
MRWM Advisors, LLC	35.78K	Mar 31, 26	-1.18K	0.02%
Merit Financial Group, LLC	35.55K	Mar 31, 26	-4.94K	0.02%
Firestone Capital Management	35.02K	Mar 31, 26	--	0.02%
NATIONAL BANK OF CANADA /FI/	34.68K	Mar 31, 26	+1.12K	0.02%
Federation des caisses Desjardins du Quebec	34.53K	Mar 31, 26	--	0.02%
Nova Wealth Management, Inc.	34.46K	Mar 31, 26	+9.04K	0.02%
NewEdge Advisors, LLC	34.20K	Mar 31, 26	-318	0.02%
Wealth Preservation Advisors, LLC	33.27K	Mar 31, 26	-6.12K	0.02%
Prospera Financial Services Inc	32.46K	Mar 31, 26	+4.00K	0.02%
Trinity Wealth Management, LLC	31.59K	Mar 31, 26	-389	0.02%
LIBERTY WEALTH MANAGEMENT LLC	31.52K	Mar 31, 26	-23.09K	0.02%
Gladstone Institutional Advisory LLC	30.99K	Mar 31, 26	-1.95K	0.02%
Osprey Private Wealth LLC	30.70K	Mar 31, 26	-3.96K	0.02%
CWM, LLC	30.16K	Mar 31, 26	-5.22K	0.02%
Apollon Wealth Management, LLC	30.11K	Mar 31, 26	-1.14K	0.02%
Clearstead Advisors, LLC	28.96K	Mar 31, 26	+28.96K	0.02%
WEDBUSH SECURITIES INC	28.34K	Mar 31, 26	+6.96K	0.02%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	28.32K	Mar 31, 26	+1.46K	0.02%
Integrated Wealth Concepts LLC	28.12K	Mar 31, 26	+4.74K	0.02%
DIMENSION CAPITAL MANAGEMENT LLC	28.02K	Mar 31, 26	-678	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	27.95K	Mar 31, 26	+162	0.02%
Dorsey & Whitney Trust CO LLC	27.82K	Mar 31, 26	--	0.02%
CI Private Wealth, LLC	27.51K	Mar 31, 26	-3.25K	0.02%
BCR Wealth Strategies, LLC	26.75K	Mar 31, 26	+4.41K	0.02%
Equitable Holdings, Inc.	26.29K	Mar 31, 26	+3.92K	0.02%
PRINCIPAL SECURITIES, INC.	25.72K	Mar 31, 26	-44.41K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	25.49K	Mar 31, 26	-19.52K	0.02%
CENTAURUS FINANCIAL, INC.	25.16K	Mar 31, 26	-8.31K	0.02%
FIFTH THIRD BANCORP	25.13K	Mar 31, 26	+25.09K	0.02%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	24.97K	Mar 31, 26	-404	0.02%
Cedar Wealth Management, LLC	24.81K	Mar 31, 26	--	0.02%
Hirtle Callaghan & Co LLC	24.20K	Mar 31, 26	--	0.02%
Hobbs Group Advisors, LLC	23.95K	Mar 31, 26	--	0.02%
Brookstone Capital Management	23.32K	Mar 31, 26	+1.87K	0.02%
Perigon Wealth Management, LLC	22.58K	Mar 31, 26	-1.86K	0.01%
LexAurum Advisors, LLC	22.14K	Mar 31, 26	+22.14K	0.01%
Choate Investment Advisors	22.06K	Mar 31, 26	--	0.01%
Resources Investment Advisors, LLC.	21.22K	Mar 31, 26	-180.70K	0.01%
MA Private Wealth	21.16K	Mar 31, 26	-1.68K	0.01%
Pensionmark Financial Group, LLC	21.00K	Mar 31, 26	+293	0.01%
IFP Advisors, Inc	20.70K	Mar 31, 26	+16.78K	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	20.66K	Mar 31, 26	--	0.01%
Kestra Investment Management, LLC	20.49K	Mar 31, 26	+443	0.01%
Ameritas Advisory Services, LLC	20.13K	Mar 31, 26	-22.83K	0.01%
Summit Investment Advisory Services, LLC	20.04K	Mar 31, 26	-226	0.01%
Creative Planning	19.71K	Mar 31, 26	-1.92K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	19.47K	Mar 31, 26	+536	0.01%
BENJAMIN EDWARDS INC	19.19K	Mar 31, 26	-16.45K	0.01%
Meridian Wealth Management, LLC	18.91K	Mar 31, 26	-383	0.01%
FIRST CITIZENS BANK & TRUST CO	18.36K	Mar 31, 26	-507	0.01%
OneAscent Wealth Management LLC	18.23K	Mar 31, 26	+2.56K	0.01%
Berkeley, Inc	17.82K	Mar 31, 26	-550	0.01%
FIFTH THIRD SECURITIES, INC.	17.56K	Mar 31, 26	-4.25K	0.01%
Sage Mountain Advisors LLC	17.36K	Mar 31, 26	-5.53K	0.01%
Meridian Wealth Advisors, LLC	17.22K	Mar 31, 26	+2.10K	0.01%
GLENMEDE TRUST CO NA	17.15K	Mar 31, 26	--	0.01%
Arkadios Wealth Advisors	17.03K	Mar 31, 26	+5.43K	0.01%
SRS Capital Advisors, Inc.	16.81K	Mar 31, 26	+12.49K	0.01%
Sowell Financial Services LLC	16.73K	Mar 31, 26	-272	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	16.34K	Mar 31, 26	-2.87K	0.01%
ProVise Management Group, LLC	16.23K	Mar 31, 26	+1.38K	0.01%
VisionPoint Advisory Group, LLC	16.18K	Mar 31, 26	-637	0.01%
AQR CAPITAL MANAGEMENT LLC	16.14K	Mar 31, 26	+6.21K	0.01%
Detalus Advisors, LLC	16.04K	Mar 31, 26	-183	0.01%
Sequoia Financial Advisors, LLC	15.91K	Mar 31, 26	+15.91K	0.01%
DAVENPORT & Co LLC	15.81K	Mar 31, 26	+5.31K	0.01%
M Wealth Management, LLC	15.80K	Mar 31, 26	-600	0.01%
AE Wealth Management LLC	15.74K	Mar 31, 26	-98	0.01%
NATIXIS ADVISORS, L.P.	15.70K	Mar 31, 26	+15.70K	0.01%
Strategic Blueprint, LLC	15.07K	Mar 31, 26	-1.14K	0.01%
Aspen Grove Capital, LLC	15.03K	Mar 31, 26	--	0.01%
Clark Capital Management Group, Inc.	14.70K	Mar 31, 26	-1	0.01%
HEADINVEST, LLC	14.58K	Mar 31, 26	--	0.01%
Spectrum Planning & Advisory Services Inc.	14.55K	Mar 31, 26	-89	0.01%
Icon Wealth Advisors, LLC	14.30K	Mar 31, 26	-1.26K	0.01%
Concorde Asset Management, LLC	13.94K	Mar 31, 26	-195	0.01%
Wealthfront Advisers LLC	13.58K	Mar 31, 26	+3.10K	0.01%
5T Wealth, LLC	13.38K	Mar 31, 26	-180	0.01%
FIRST AMERICAN TRUST, FSB	12.76K	Mar 31, 26	-590	0.01%
Interchange Capital Partners, LLC	12.74K	Mar 31, 26	+12.74K	0.01%
Cranbrook Wealth Management, LLC	12.57K	Mar 31, 26	--	0.01%
Parallel Advisors, LLC	12.51K	Mar 31, 26	+7.75K	0.01%
PFG Advisors	12.23K	Mar 31, 26	+595	0.01%
Merkkuri Wealth Advisors LLC	12.15K	Mar 31, 26	--	0.01%
Redwood Financial Network Corp	12.14K	Mar 31, 26	-249	0.01%
Mach-1 Financial Group, LLC	11.98K	Mar 31, 26	+2.61K	0.01%
Canopy Partners, LLC	11.97K	Mar 31, 26	--	0.01%
CARDIFF PARK ADVISORS, LLC	11.58K	Mar 31, 26	--	0.01%
Savant Capital, LLC	11.30K	Mar 31, 26	+4.38K	0.01%
One Wealth Advisors, LLC	11.14K	Mar 31, 26	-2.24K	0.01%
Turning Point Benefit Group, Inc.	10.77K	Mar 31, 26	+6.04K	0.01%
Stone Point Wealth LLC	10.68K	Mar 31, 26	-44.26K	0.01%
ASSETMARK, INC	10.56K	Mar 31, 26	+500	0.01%
Clear Creek Financial Management, LLC	10.53K	Mar 31, 26	-403	0.01%
TRITONPOINT WEALTH, LLC	10.45K	Mar 31, 26	-662	0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10.10K	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	10.03K	Mar 31, 26	-640	0.01%
Atomi Financial Group, Inc.	9.99K	Mar 31, 26	-619	0.01%
B. Riley Wealth Advisors, Inc.	9.72K	Mar 31, 26	--	0.01%
MISSION WEALTH MANAGEMENT, LP	9.69K	Mar 31, 26	--	0.01%
Cannon Wealth Management Services, LLC	9.56K	Mar 31, 26	-22	0.01%
PAX Financial Group, LLC	9.35K	Mar 31, 26	-1.44K	0.01%
Milestone Asset Management Group, LLC	9.17K	Mar 31, 26	--	0.01%
HIGHLAND CAPITAL MANAGEMENT, LLC	9.13K	Mar 31, 26	--	0.01%
Capital Advisors, Ltd. LLC	9.02K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	9.00K	Mar 31, 26	+7.71K	0.01%
HB Wealth Management, LLC	8.95K	Mar 31, 26	-11	0.01%
Glass Jacobson Investment Advisors llc	8.95K	Mar 31, 26	-230	0.01%
CYPRESS FINANCIAL PLANNING LLC	8.93K	Mar 31, 26	-66	0.01%
Catalytic Wealth RIA, LLC	8.90K	Mar 31, 26	+8.90K	0.01%
McKinley Carter Wealth Services, Inc.	8.73K	Mar 31, 26	-21	0.01%
FINANCIAL LIFE ADVISORS	8.66K	Mar 31, 26	-5.24K	0.01%
Evanson Asset Management, LLC	8.52K	Mar 31, 26	--	0.01%
JPL Wealth Management, LLC	8.42K	Mar 31, 26	--	0.01%
MGO ONE SEVEN LLC	8.40K	Mar 31, 26	+310	0.01%
Leo Wealth, LLC	8.27K	Mar 31, 26	--	0.01%
Keebeck Wealth Management, LLC	8.26K	Mar 31, 26	-581	0.01%
Vise Technologies, Inc.	8.24K	Mar 31, 26	--	0.01%
Chesley Taft & Associates LLC	8.21K	Mar 31, 26	--	0.01%
Maltin Wealth Management, Inc.	8.15K	Mar 31, 26	-34.56K	0.01%
NWAM LLC	8.07K	Mar 31, 26	-26	0.01%
Clearwater Capital Advisors, LLC	8.07K	Mar 31, 26	--	0.01%
REGIONS FINANCIAL CORP	7.90K	Mar 31, 26	+7.90K	0.01%
Quantinno Capital Management LP	7.89K	Mar 31, 26	-2.18K	0.01%
Ascent Group, LLC	7.88K	Mar 31, 26	-305	0.01%
SMART Wealth LLC	7.61K	Mar 31, 26	+7.61K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7.47K	Mar 31, 26	-277	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	7.46K	Mar 31, 26	+7.46K	0.00%
Chicago Partners Investment Group LLC	7.35K	Mar 31, 26	+68	0.00%
Richardson Capital Management LLC	7.18K	Mar 31, 26	+5	0.00%
Affinity Capital Advisors, LLC	7.13K	Mar 31, 26	-1.17K	0.00%
PUREfi Wealth, LLC	7.03K	Mar 31, 26	-903	0.00%
Redhawk Wealth Advisors, Inc.	6.88K	Mar 31, 26	-1.12K	0.00%
SAGESPRING WEALTH PARTNERS, LLC	6.56K	Mar 31, 26	-1.72K	0.00%
City State Bank	6.55K	Mar 31, 26	--	0.00%
Modera Wealth Management, LLC	6.44K	Mar 31, 26	+68	0.00%
LVW Advisors, LLC	6.32K	Mar 31, 26	--	0.00%
National Wealth Management Group, LLC	6.28K	Mar 31, 26	+6.28K	0.00%
RAM Investment Partners, LLC	6.27K	Mar 31, 26	+6.27K	0.00%
Envestnet Portfolio Solutions, Inc.	5.93K	Mar 31, 26	-11.37K	0.00%
DAYMARK WEALTH PARTNERS, LLC	5.90K	Mar 31, 26	+5.90K	0.00%
Spire Wealth Management	5.86K	Mar 31, 26	-115	0.00%
Curtis Advisory Group, LLC	5.77K	Mar 31, 26	-42	0.00%
Ameritas Investment Partners, Inc.	5.77K	Mar 31, 26	-292.57K	0.00%
Glenview Trust Co	5.77K	Mar 31, 26	--	0.00%
Yukon Wealth Management, Inc.	5.77K	Mar 31, 26	-781	0.00%
Mosley Wealth Management	5.76K	Mar 31, 26	--	0.00%
Demars Financial Group, LLC	5.73K	Mar 31, 26	--	0.00%
Adviser Investments LLC	5.69K	Mar 31, 26	--	0.00%
COMMERCE BANK	5.61K	Mar 31, 26	+5.61K	0.00%
Buckingham Strategic Partners	5.59K	Mar 31, 26	-2.74K	0.00%
Golden State Wealth Management, LLC	5.56K	Mar 31, 26	-1.73K	0.00%
Skopos Labs, Inc.	5.51K	Mar 31, 26	+5.51K	0.00%
CLIENT 1ST ADVISORY GROUP, LLC	5.43K	Mar 31, 26	-1.98K	0.00%
Vanguard National Trust Co	5.39K	Mar 31, 26	+5.39K	0.00%
Kovack Advisors, Inc.	5.38K	Mar 31, 26	-121	0.00%
PATTON ALBERTSON MILLER GROUP, LLC	5.38K	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	5.32K	Mar 31, 26	+1.23K	0.00%
MOODY LYNN & LIEBERSON, LLC	5.30K	Mar 31, 26	--	0.00%
CAPTRUST FINANCIAL ADVISORS	5.29K	Mar 31, 26	-2.48K	0.00%
OPTIMA CAPITAL LLC	5.29K	Mar 31, 26	+3.28K	0.00%
Paladin Advisory Group, LLC	5.18K	Mar 31, 26	--	0.00%
LongView Wealth Management	5.18K	Mar 31, 26	--	0.00%
OPPENHEIMER & CO INC	5.11K	Mar 31, 26	-62	0.00%
Betterment LLC	5.07K	Mar 31, 26	-950	0.00%
U.S. Capital Wealth Advisors, LLC	5.04K	Mar 31, 26	--	0.00%
Park Square Financial Group, LLC	4.92K	Mar 31, 26	-1.52K	0.00%
Hamilton Wealth, LLC	4.89K	Mar 31, 26	-5.20K	0.00%
OneAscent Family Office, LLC	4.88K	Mar 31, 26	+4.88K	0.00%
Sharkey, Howes & Javer	4.86K	Mar 31, 26	-558	0.00%
Colonial Trust Advisors	4.80K	Mar 31, 26	--	0.00%
Tortoise Investment Management, LLC	4.77K	Mar 31, 26	+4.77K	0.00%
Capital Square, LLC	4.58K	Mar 31, 26	+4.58K	0.00%
Ancora Advisors, LLC	4.42K	Mar 31, 26	-62	0.00%
Retirement Wealth Solutions LLC	4.22K	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	3.98K	Mar 31, 26	+3.98K	0.00%
CoreCap Advisors, LLC	3.88K	Mar 31, 26	-210	0.00%
Smartleaf Asset Management LLC	3.86K	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	3.49K	Mar 31, 26	-1	0.00%
WHITTIER TRUST CO	3.10K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	3.08K	Mar 31, 26	+1.36K	0.00%
Founders Financial Alliance, LLC	2.79K	Mar 31, 26	+198	0.00%
Manchester Capital Management LLC	2.28K	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	1.90K	Mar 31, 26	--	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	1.86K	Mar 31, 26	--	0.00%
Allworth Financial LP	1.83K	Mar 31, 26	-93	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	1.66K	Mar 31, 26	-289.36K	0.00%
Stone House Investment Management, LLC	1.58K	Mar 31, 26	-145	0.00%
Parkside Financial Bank & Trust	1.56K	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	1.50K	Mar 31, 26	--	0.00%
Capital Analysts, LLC	1.40K	Mar 31, 26	--	0.00%
Triumph Capital Management	1.24K	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	1.24K	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	1.23K	Mar 31, 26	-3.04K	0.00%
Sunbelt Securities, Inc.	1.21K	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	1.19K	Mar 31, 26	+338	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.03K	Mar 31, 26	-70	0.00%
Colonial Trust Co / SC	895	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	881	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	860	Mar 31, 26	-3.15K	0.00%
Beaird Harris Wealth Management, LLC	837	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	729	Mar 31, 26	+729	0.00%
Millstone Evans Group, LLC	707	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	670	Mar 31, 26	--	0.00%
Ameliora Wealth Management Ltd.	645	Mar 31, 26	--	0.00%
Synergy Investment Management, LLC	626	Mar 31, 26	+626	0.00%
Cherry Tree Wealth Management, LLC	612	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	597	Mar 31, 26	+597	0.00%
YANKCOM Partnership	580	Mar 31, 26	+580	0.00%
Scarborough Advisors, LLC	538	Mar 31, 26	-556	0.00%
WealthShield Partners, LLC	510	Mar 31, 26	--	0.00%
INVESTMENT COUNSEL CO OF NEVADA	488	Mar 31, 26	--	0.00%
Coastal Investment Advisors, Inc.	458	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	453	Mar 31, 26	+453	0.00%
Strategic Wealth Partners, Ltd.	441	Mar 31, 26	-3	0.00%
Sound Income Strategies, LLC	409	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	389	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	385	Mar 31, 26	--	0.00%
Global Trust Asset Management, LLC	300	Mar 31, 26	+300	0.00%
Collier Financial	298	Mar 31, 26	+1	0.00%
JDM Financial Group LLC	296	Mar 31, 26	+296	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	286	Mar 31, 26	--	0.00%
SOFI WEALTH, LLC	237	Mar 31, 26	+2	0.00%
Team Financial Group, LLC	223	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	203	Mar 31, 26	--	0.00%
WOLFF WIESE MAGANA LLC	192	Mar 31, 26	--	0.00%
Larson Financial Group LLC	182	Mar 31, 26	--	0.00%
Jackson Hole Capital Partners, LLC	180	Mar 31, 26	--	0.00%
Smithfield Trust Co	176	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	169	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	132	Mar 31, 26	-81	0.00%
Asset Dedication, LLC	97	Mar 31, 26	+97	0.00%
Tidemark, LLC	86	Mar 31, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	83	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	61	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	57	Mar 31, 26	--	0.00%
Crewe Advisors LLC	53	Mar 31, 26	--	0.00%
Trust Co	48	Mar 31, 26	+48	0.00%
Rossby Financial, LCC	44	Mar 31, 26	--	0.00%
Raleigh Capital Management Inc.	34	Mar 31, 26	-192	0.00%
CENTRAL TRUST Co	32	Mar 31, 26	-125	0.00%
Root Financial Partners, LLC	31	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	28	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	23	Mar 31, 26	+23	0.00%
WFA of San Diego, LLC	19	Mar 31, 26	--	0.00%
EPG Wealth Management LLC	17	Mar 31, 26	--	0.00%
Provident Wealth Management, LLC	12	Mar 31, 26	--	0.00%
Colony Group, LLC	--	Mar 31, 26	-8.87K	--
PLANWISER FINANCIAL, LLC	--	Mar 31, 26	-233.38K	--
Freestone Capital Holdings, LLC	--	Mar 31, 26	-5.54K	--
SIERRA OCEAN, LLC	--	Mar 31, 26	-5.25K	--
Elequin Securities, LLC	--	Mar 31, 26	-2.79K	--
Venturi Wealth Management, LLC	--	Mar 31, 26	-12.13K	--
Allie Family Office LLC	--	Mar 31, 26	-14.09K	--
FRANKLIN RESOURCES INC	--	Mar 31, 26	-3.31K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-104.75K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-27	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-162	--
M&T BANK CORP	--	Mar 31, 26	-8.03K	--
GTS SECURITIES LLC	--	Mar 31, 26	-9.13K	--
IFG Advisory, LLC	--	Mar 31, 26	-8.76K	--
GODSEY & GIBB, INC	--	Mar 31, 26	-12	--
Empower Advisory Group, LLC	--	Mar 31, 26	-5.53K	--
Fidelis Capital Partners, LLC	--	Mar 31, 26	-5.94K	--
TFB Advisors LLC	--	Mar 31, 26	-5.02K	--
PKS Advisory Services, LLC	--	Mar 31, 26	-5.80K	--
Tandem Investment Partners LLC	--	Mar 31, 26	-8.90K	--
Game Plan Financial Advisors, LLC	--	Mar 31, 26	-298	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-163	--
Stokes Family Office, LLC	--	Mar 31, 26	-9.05K	--
WATERSHED PRIVATE WEALTH LLC	--	Mar 31, 26	-4.89K	--
TUDOR INVESTMENT CORP ET AL	--	Mar 31, 26	-24.93K	--
SEAVIEW INVESTMENT MANAGERS LLC	--	Mar 31, 26	-9.89K	--
Archer Investment Corp	--	Mar 31, 26	-143	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-7.12K	--
QRG CAPITAL MANAGEMENT, INC.	--	Mar 31, 26	-9.78K	--
Fortis Group Advisors, LLC	--	Mar 31, 26	-14.32K	--
West Wealth Group, LLC	--	Mar 31, 26	-6.13K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-6.03K	--
SYM FINANCIAL Corp	--	Mar 31, 26	-112	--
Horst & Graben Wealth Management LLC	--	Mar 31, 26	-5.07K	--
MONETA GROUP INVESTMENT ADVISORS LLC	--	Mar 31, 26	-11.63K	--
SCOTIA CAPITAL INC.	--	Mar 31, 26	-58.96K	--
Global Retirement Partners, LLC	225.00K	Dec 31, 25	+40.15K	0.15%
COMERICA BANK	25.23K	Dec 31, 25	-8.68K	0.02%
ROVIN CAPITAL /UT/ /ADV	16.44K	Dec 31, 25	+376	0.01%
Heritage Wealth Advisors	8.10K	Dec 31, 25	--	0.01%
VANGUARD GROUP INC	5.98K	Dec 31, 25	--	0.00%
Austin Private Wealth, LLC	4.90K	Dec 31, 25	+4.90K	0.00%
CIBC Private Wealth Group, LLC	1.45K	Dec 31, 25	+500	0.00%
SageView Advisory Group, LLC	173	Dec 31, 25	+173	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-925	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.13K	--
Gitterman Wealth Management, LLC	442.65K	Sep 30, 25	+1.47K	0.29%
Financial Advisors, LLC	74.22K	Sep 30, 25	--	0.05%
D. SCOTT NEAL, INC.	31.36K	Sep 30, 25	+532	0.02%
Kathleen S. Wright Associates Inc.	26.88K	Sep 30, 25	+29	0.02%
Glenmede Investment Management, LP	16.27K	Sep 30, 25	+7.00K	0.01%
SYNOVUS FINANCIAL CORP	12.64K	Sep 30, 25	--	0.01%
Certus Wealth Management, LLC	12.28K	Sep 30, 25	+2.39K	0.01%
GRIES FINANCIAL LLC	8.81K	Sep 30, 25	-2.35K	0.01%
WETHERBY ASSET MANAGEMENT INC	7.83K	Sep 30, 25	+50	0.01%
Hemington Wealth Management	500	Sep 30, 25	--	0.00%
Abich Financial Wealth Management LLC	22	Sep 30, 25	+22	0.00%
Lowe Wealth Advisors, LLC	11	Sep 30, 25	+11	0.00%
Copperleaf Capital, LLC	--	Sep 30, 25	-21.21K	--
AVANTAX ADVISORY SERVICES, INC.	467.36K	Jun 30, 25	-137.42K	0.30%
Exchange Capital Management, Inc.	325.52K	Jun 30, 25	+16.36K	0.21%
Atria Wealth Solutions, Inc.	140.40K	Jun 30, 25	-158.63K	0.09%
Congress Wealth Management LLC / DE /	45.79K	Jun 30, 25	+6.21K	0.03%
FORTE CAPITAL LLC /ADV	20.81K	Jun 30, 25	+1.20K	0.01%
First Horizon Advisors, Inc.	4.59K	Jun 30, 25	-44.70K	0.00%
Capital A Wealth Management, LLC	2.67K	Jun 30, 25	+2.07K	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.99K	Jun 30, 25	+1.99K	0.00%
Financial Gravity Companies, Inc.	57	Jun 30, 25	+57	0.00%
My Legacy Advisors, LLC	--	Jun 30, 25	-16.38K	--
Semmax Financial Advisors Inc.	--	Jun 30, 25	-4.29K	--
Spectrum Wealth Counsel, LLC	86.66K	Mar 31, 25	+83.96K	0.06%
Orion Portfolio Solutions, LLC	84.80K	Mar 31, 25	+70.30K	0.06%
Schechter Investment Advisors, LLC	5.89K	Mar 31, 25	+5.89K	0.00%
Sandy Spring Bank	1.24K	Mar 31, 25	--	0.00%
Peninsula Wealth, LLC	29.24K	Dec 31, 24	-72.47K	0.02%
Geller Advisors LLC	18.19K	Dec 31, 24	-167	0.01%
WR Wealth Planners, LLC	2.27K	Dec 31, 24	-4.18K	0.00%
Zions Bancorporation, N.A.	1.86K	Dec 31, 24	--	0.00%
CRITERION CAPITAL ADVISORS, LLC	1.73K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	626.73K	Sep 30, 24	+232.91K	0.41%
RAYMOND JAMES & ASSOCIATES	507.37K	Sep 30, 24	+5.43K	0.33%
Wealthgate Family Office, LLC	56.29K	Sep 30, 24	--	0.04%
TNF LLC	50.65K	Sep 30, 24	-1.16K	0.03%
Aspire Wealth Management Corp	41.71K	Sep 30, 24	-6.79K	0.03%
ETFIDEA, LLC	16.15K	Sep 30, 24	+8	0.01%
Family Asset Management, LLC	4.58K	Sep 30, 24	-500	0.00%
FinTrust Capital Advisors, LLC	1.66K	Sep 30, 24	-326	0.00%
Peterson Financial Group, Inc.	92	Sep 30, 24	+92	0.00%
Alera Investment Advisors, LLC	--	Sep 30, 24	-194.40K	--
BlackRock Inc.	110.54K	Jun 30, 24	-69.39K	0.07%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.19K	--
BENJAMIN F. EDWARDS & COMPANY, INC.	--	Jun 30, 24	-195	--
Cetera Advisor Networks LLC	555.51K	Mar 31, 24	+286.73K	0.36%
Cetera Advisors LLC	265.00K	Mar 31, 24	+240.90K	0.17%
Financial Advisory Group	97.76K	Mar 31, 24	--	0.06%
Derbend Asset Management	30.56K	Mar 31, 24	+30.56K	0.02%
LWS Wealth Advisors, Inc.	45.48K	Dec 31, 23	+383	0.03%
FOCUS FINANCIAL NETWORK INC /ADV	12.21K	Dec 31, 23	+12.21K	0.01%
Baystate Wealth Management LLC	851	Dec 31, 23	+6	0.00%
PATHSTONE FAMILY OFFICE, LLC	271.46K	Sep 30, 23	+50.75K	0.18%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	153.56K	Sep 30, 23	-25.71K	0.10%
ADVISOR PARTNERS II, LLC	--	Sep 30, 23	-31.68K	--
PFS INVESTMENTS INC.	834.15K	Jun 30, 23	+21.71K	0.54%
TIAA, FSB	464.42K	Jun 30, 23	+29.93K	0.30%
AJ WEALTH STRATEGIES, LLC	11.76K	Jun 30, 23	-1.46K	0.01%
LEO BROKERAGE, LLC	8.27K	Jun 30, 23	-760	0.01%
First Capital Advisors Group, LLC.	5.91K	Jun 30, 23	--	0.00%
ASSET MANAGEMENT CORP /IL/ /ADV	10.05K	Mar 31, 23	--	0.01%
TITLEIST ASSET MANAGEMENT, LTD.	65.42K	Dec 31, 22	+12.32K	0.04%
ZEKE CAPITAL ADVISORS, LLC	31.81K	Dec 31, 22	--	0.02%
Sargent Bickham Lagudis LLC	203	Dec 31, 22	--	0.00%
F3Logic, LLC	--	Dec 31, 22	-8.41K	--
MUFG Americas Holdings Corp	955.75K	Sep 30, 22	+5.25K	0.62%
55I, LLC	67.65K	Sep 30, 22	-171.68K	0.04%
Kore Private Wealth LLC	9.02K	Sep 30, 22	--	0.01%
Brightworth	7.18K	Sep 30, 22	+567	0.00%
American Portfolios Advisors	3.68K	Sep 30, 22	-34	0.00%
Strategic Asset Management, LLC	3.32K	Sep 30, 22	--	0.00%
KARLINSKI ANDREW C	2.99K	Sep 30, 22	+10	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	--	Sep 30, 22	-11.62K	--
KerberRose Wealth Management, LLC	25.14K	Jun 30, 22	+25.14K	0.02%
CORBETT ROAD CAPITAL MANAGEMENT, LLC	7.56K	Jun 30, 22	-1.41K	0.00%
Urban Wealth Management, LLC	8	Jun 30, 22	+8	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	46.72K	Mar 31, 22	-2	0.03%
NEXT Financial Group, Inc	42.26K	Dec 31, 21	+22.16K	0.03%
FIRST MERCANTILE TRUST CO	392.90K	Sep 30, 21	-66.10K	0.26%
MANAGED ACCOUNT SERVICES INC	13.97K	Sep 30, 21	+15	0.01%
Berman Capital Advisors, LLC	--	Sep 30, 21	--	--
PNC Managed Account Solutions, Inc.	22.67K	Jun 30, 21	+22.67K	0.01%
Treybourne Wealth Planners, Inc.	12.20K	Jun 30, 21	--	0.01%
BBVA USA Bancshares, Inc.	23.43K	Mar 31, 21	-547	0.02%
Rainier Group Investment Advisory LLC	600.94K	Sep 30, 20	+9.24K	0.39%
LifePlan Financial Group, Inc	95.52K	Sep 30, 20	+17.80K	0.06%
Confluence Wealth Management LLC	36.96K	Sep 30, 20	+36.96K	0.02%
Private Vista, LLC	117.48K	Jun 30, 20	-1.56M	0.08%
Global Financial Private Capital, Inc	--	Jun 30, 20	-33	--
Advisor Group, Inc.	191.24K	Dec 31, 19	-81.76K	0.12%
LADENBURG THALMANN FINANCIAL SERVICES INC.	102.69K	Dec 31, 19	-65.34K	0.07%
CXI Advisors	447	Dec 31, 19	+447	0.00%
Wealth & Pension Services Group, Inc.	17.91K	Sep 30, 19	+2.98K	0.01%
Steinberg Global Asset Management	87.61K	Mar 31, 19	-2.84K	0.06%
NEXT Financial Holdings	4.74K	Mar 31, 19	+4.74K	0.00%
WealthTrust Fairport, LLC	3.30K	Mar 31, 19	--	0.00%
Dragon Financial & Investment Group, LLC	160.97K	Sep 30, 18	-24.02K	0.10%
HAYS ADVISORY LLC	45.54K	Sep 30, 18	+7.89K	0.03%
Vestpro Financial Partners, Inc. dba CPF Texas	17.32K	Sep 30, 18	+17.32K	0.01%
Vantage Investment Advisors, LLC	1.70K	Sep 30, 18	+1.70K	0.00%
IFC Holdings Incorporated/FL	160.35K	Dec 31, 17	+14.45K	0.10%
SII INVESTMENTS INC/WI	89.07K	Dec 31, 17	-29.81K	0.06%
NATIONAL PLANNING CORP	354	Dec 31, 17	-54.78K	0.00%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-151.74K	--
Independence Trust CO	--	Dec 31, 17	-39.85K	--
Barrington Strategic Wealth Management Group LLC	218.06K	Sep 30, 17	+3.64K	0.14%
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	40.84K	Sep 30, 17	-32.88K	0.03%
ROBERTSON STEPHENS ADVISORS LLC	14.96K	Sep 30, 17	--	0.01%
Commonwealth Equity Services, Inc	1.29M	Jun 30, 17	+366.92K	0.84%
RONALD BLUE & CO LLC	359.85K	Jun 30, 17	+159.60K	0.23%
CETERA INVESTMENT MANAGEMENT LLC	183.72K	Jun 30, 17	+2.22K	0.12%
Geneva Advisors, LLC	22.89K	Jun 30, 17	+6.99K	0.01%
Independent Portfolio Consultants, Inc.	12.13K	Jun 30, 17	+12.13K	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-36.61K	--
Parasol Investment Management, LLC	110.10K	Mar 31, 17	+110.10K	0.07%
BlackRock Institutional Trust Company, N.A.	678.50K	Dec 31, 16	+678.50K	0.44%
BlackRock Investment Management, LLC	114.91K	Dec 31, 16	-19.41K	0.07%
MSI Financial Services Inc	84.69K	Dec 31, 16	-275.99K	0.06%
INTEGRATED WEALTH COUNSEL, LLC	4.00K	Dec 31, 16	+4.00K	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-1.59K	--
HHG & Company, LLC	17.02K	Mar 31, 16	-847	0.01%
Hoxton Financial, Inc.	12.82K	Mar 31, 16	-865	0.01%
Alerus Investment Advisors Corp	--	Mar 31, 16	-13.75K	--
Platte River Capital LLC	27.90K	Sep 30, 15	-16.80K	0.02%
CITY NATIONAL BANK	10.08K	Sep 30, 15	+10.08K	0.01%
MANAGED ACCOUNT ADVISORS LLC	548.73K	Jun 30, 15	+332.75K	0.36%
Highmount Capital, LLC	491.63K	Jun 30, 15	-29.29K	0.32%

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Date

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GOLDMAN SACHS GROUP INC

48.09M

Mar 31, 26

-2.30M

31.24%

COLDSTREAM CAPITAL MANAGEMENT INC

5.93M

Mar 31, 26

+272.29K

3.85%

ENVESTNET ASSET MANAGEMENT INC

4.59M

Mar 31, 26

+3.14M

2.98%

AMERIPRISE FINANCIAL INC

4.27M

Mar 31, 26

-631.81K

2.78%

JPMORGAN CHASE & CO

4.22M

Mar 31, 26

-136.34K

2.74%

MORGAN STANLEY

3.78M

Mar 31, 26

+151.41K

2.46%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

3.58M

Mar 31, 26

+136.95K

2.33%

LPL Financial LLC

3.54M

Mar 31, 26

-80.50K

2.30%

Dynasty Wealth Management, LLC

3.47M

Mar 31, 26

-80.64K

2.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.45M

Mar 31, 26

-97.78K

2.24%

Quotient Wealth Partners, LLC

3.37M

Mar 31, 26

-102.50K

2.19%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

3.34M

Mar 31, 26

-179.82K

2.17%

NorthRock Partners, LLC

3.07M

Mar 31, 26

+361.97K

2.00%

WELLS FARGO & COMPANY/MN

2.04M

Mar 31, 26

-62.30K

1.33%

NORTHERN TRUST CORP

1.98M

Mar 31, 26

-9.79K

1.29%

Waverly Advisors, LLC

1.93M

Mar 31, 26

-563.44K

1.25%

BANK OF AMERICA CORP /DE/

1.69M

Mar 31, 26

-132.37K

1.10%

Cetera Investment Advisers

1.41M

Mar 31, 26

+62.92K

0.92%

ADVISOR GROUP HOLDINGS, INC.

1.25M

Mar 31, 26

-109.12K

0.81%

MML INVESTORS SERVICES, LLC

1.14M

Mar 31, 26

-123.47K

0.74%

PNC FINANCIAL SERVICES GROUP, INC.

1.03M

Mar 31, 26

+87.85K

0.67%

Jordan Park Group LLC

995.39K

Mar 31, 26

-11.24K

0.65%

FLOW TRADERS U.S. LLC

984.50K

Mar 31, 26

+984.50K

0.64%

RAYMOND JAMES FINANCIAL INC

937.60K

Mar 31, 26

+61.41K

0.61%

Mariner, LLC

881.42K

Mar 31, 26

-108.04K

0.57%

Verde Capital Management

831.54K

Mar 31, 26

+57.01K

0.54%

Blankinship & Foster, LLC

789.10K

Mar 31, 26

-21.22K

0.51%

US BANCORP \DE\

780.91K

Mar 31, 26

-40.59K

0.51%

Schoolcraft Capital LLC

693.07K

Mar 31, 26

-2.58K

0.45%

Cambridge Investment Research Advisors, Inc.

645.82K

Mar 31, 26

+197.78K

0.42%

Crumly & Associates Inc.

616.67K

Mar 31, 26

+161.94K

0.40%

Mount Yale Investment Advisors, LLC

524.04K

Mar 31, 26

+524.04K

0.34%

Vestmark Advisory Solutions, Inc.

518.82K

Mar 31, 26

+518.82K

0.34%

ACT WEALTH MANAGEMENT, LLC

517.69K

Mar 31, 26

-2.22K

0.34%

UBS Group AG

510.38K

Mar 31, 26

-494.96K

0.33%

BOKF, NA

481.20K

Mar 31, 26

+41.12K

0.31%

Prasad Wealth Partners, LLC

441.39K

Mar 31, 26

+5.47K

0.29%

Paradigm, Strategies in Wealth Management, LLC

396.69K

Mar 31, 26

-37.88K

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

359.08K

Mar 31, 26

-76.35K

0.23%

Csenge Advisory Group

353.63K

Mar 31, 26

-22.04K

0.23%

WESCAP Management Group, Inc.

350.32K

Mar 31, 26

+6.93K

0.23%

Lighthouse Wealth Management Inc.

344.56K

Mar 31, 26

+11.96K

0.22%

ROYAL BANK OF CANADA

333.75K

Mar 31, 26

-10.87K

0.22%

JONES FINANCIAL COMPANIES LLLP

333.68K

Mar 31, 26

+81.24K

0.22%

Vista Private Wealth Partners. LLC

332.93K

Mar 31, 26

-71.39K

0.22%

Modern Wealth Management, LLC

320.08K

Mar 31, 26

-3.49K

0.21%

Prime Capital Investment Advisors, LLC

311.82K

Mar 31, 26

-15.78K

0.20%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

305.20K

Mar 31, 26

+305.20K

0.20%

PCA Investment Advisory Services Inc.

295.94K

Mar 31, 26

+35.91K

0.19%

CX Institutional

273.35K

Mar 31, 26

+45.32K

0.18%

Pathstone Holdings, LLC

270.89K

Mar 31, 26

0.18%

Vertex Planning Partners, LLC

256.97K

Mar 31, 26

+6.01K

0.17%

Bank of New York Mellon Corp

255.08K

Mar 31, 26

-21.32K

0.17%

Lido Advisors, LLC

253.97K

Mar 31, 26

-86.85K

0.16%

DEUTSCHE BANK AG\

250.00K

Mar 31, 26

0.16%

Cyr Financial Inc.

248.42K

Mar 31, 26

+17.56K

0.16%

NEPC LLC

241.15K

Mar 31, 26

0.16%

Independent Advisor Alliance

237.81K

Mar 31, 26

+237.81K

0.15%

Darrow Company, Inc.

223.20K

Mar 31, 26

+895

0.14%

Avidian Wealth Solutions, LLC

221.51K

Mar 31, 26

+95

0.14%

GREAT VALLEY ADVISOR GROUP, INC.

220.55K

Mar 31, 26

+7.61K

0.14%

Crescent Grove Advisors, LLC

218.23K

Mar 31, 26

+15.28K

0.14%

Weaver Capital Management LLC

212.57K

Mar 31, 26

-6.44K

0.14%

BLAIR WILLIAM & CO/IL

211.69K

Mar 31, 26

+12.43K

0.14%

Farther Finance Advisors, LLC

207.56K

Mar 31, 26

-15.22K

0.13%

Cerity Partners LLC

192.34K

Mar 31, 26

+808

0.12%

RFG Advisory, LLC

188.50K

Mar 31, 26

+30.58K

0.12%

Rockefeller Capital Management L.P.

168.10K

Mar 31, 26

-464.00K

0.11%

TRUIST FINANCIAL CORP

166.97K

Mar 31, 26

+79.31K

0.11%

Vermillion & White Wealth Management Group, LLC

153.47K

Mar 31, 26

+152.78K

0.10%

Burns Matteson Capital Management, LLC

153.04K

Mar 31, 26

+61.89K

0.10%

ARQ WEALTH ADVISORS, LLC

149.85K

Mar 31, 26

+10.01K

0.10%

Keystone Financial Group

149.70K

Mar 31, 26

+143.53K

0.10%

Kestra Advisory Services, LLC

146.33K

Mar 31, 26

-10.44K

0.10%

Ifrah Financial Services, Inc.

145.49K

Mar 31, 26

-2.44K

0.09%

CITIGROUP INC

142.52K

Mar 31, 26

+6.51K

0.09%

ADAMSBROWN WEALTH CONSULTANTS LLC

140.57K

Mar 31, 26

-7.59K

0.09%

Geneos Wealth Management Inc.

140.33K

Mar 31, 26

+821

0.09%

Bigelow Investment Advisors, LLC

140.13K

Mar 31, 26

+22.84K

0.09%

FIRST INTERSTATE BANK

137.54K

Mar 31, 26

-1.29M

0.09%

Summit Asset Management, LLC

135.87K

Mar 31, 26

0.09%

IVC Wealth Advisors LLC

128.99K

Mar 31, 26

+22.38K

0.08%

Steward Partners Investment Advisory, LLC

122.18K

Mar 31, 26

+3.78K

0.08%

STIFEL FINANCIAL CORP

120.20K

Mar 31, 26

+148

0.08%

EverSource Wealth Advisors, LLC

118.14K

Mar 31, 26

+39.00K

0.08%

Friedenthal Financial

116.37K

Mar 31, 26

+4.27K

0.08%

Precision Wealth Strategies, LLC

115.96K

Mar 31, 26

-15.49K

0.08%

ROOF EIDAM & MAYCOCK/ADV

114.97K

Mar 31, 26

0.07%

FIDUCIARY TRUST CO

112.70K

Mar 31, 26

0.07%

Cornerstone Planning Group LLC

110.17K

Mar 31, 26

-484

0.07%

DecisionMap Wealth Management, LLC

109.89K

Mar 31, 26

-3.38K

0.07%

Sanctuary Advisors, LLC

108.64K

Mar 31, 26

-8.58K

0.07%

Capital Asset Advisory Services LLC

103.40K

Mar 31, 26

-1.62K

0.07%

Advyzon Investment Management, LLC

101.33K

Mar 31, 26

+101.33K

0.07%

THOROUGHBRED FINANCIAL SERVICES, LLC

101.28K

Mar 31, 26

+4.07K

0.07%

CVFG LLC

100.56K

Mar 31, 26

+3.18K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

100.42K

Mar 31, 26

-29.99K

0.07%

ALLIANCEBERNSTEIN L.P.

100.07K

Mar 31, 26

+100.07K

0.07%

Capital Investment Advisory Services, LLC

97.33K

Mar 31, 26

-4.53K

0.06%

MERCER GLOBAL ADVISORS INC /ADV

96.28K

Mar 31, 26

+17.23K

0.06%

Cypress Capital, LLC

94.20K

Mar 31, 26

-973

0.06%

Mutual Advisors, LLC

92.69K

Mar 31, 26

-2.99K

0.06%

Traveka Wealth, LLC

90.15K

Mar 31, 26

-12.15K

0.06%

Sigma Planning Corp

87.80K

Mar 31, 26

-13.23K

0.06%

Beacon Pointe Advisors, LLC

79.60K

Mar 31, 26

+79.60K

0.05%

Strategic Financial Concepts, LLC

79.60K

Mar 31, 26

+79.60K

0.05%

Concurrent Investment Advisors, LLC

79.34K

Mar 31, 26

-8.77K

0.05%

IHT Wealth Management, LLC

79.28K

Mar 31, 26

-4.37K

0.05%

MAI Capital Management

79.23K

Mar 31, 26

+2.73K

0.05%

Ashton Thomas Private Wealth, LLC

78.63K

Mar 31, 26

+4.03K

0.05%

Janney Montgomery Scott LLC

77.94K

Mar 31, 26

-1.12K

0.05%

Kingsview Wealth Management, LLC

76.27K

Mar 31, 26

-2.49K

0.05%

HARBOUR INVESTMENTS, INC.

68.57K

Mar 31, 26

+67.98K

0.04%

AdvisorNet Financial, Inc

68.54K

Mar 31, 26

-2.44K

0.04%

Savvy Advisors, Inc.

66.44K

Mar 31, 26

+5.41K

0.04%

CITADEL ADVISORS LLC

65.87K

Mar 31, 26

+65.87K

0.04%

HighTower Advisors, LLC

64.58K

Mar 31, 26

-4.84K

0.04%

Wealthcare Advisory Partners LLC

64.45K

Mar 31, 26

+1.82K

0.04%

FMR LLC

64.29K

Mar 31, 26

+2.36K

0.04%

Future Financial Wealth Managment LLC

62.64K

Mar 31, 26

-50.29K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

62.18K

Mar 31, 26

-177.48K

0.04%

PARK AVENUE SECURITIES LLC

61.35K

Mar 31, 26

+22

0.04%

Regal Investment Advisors LLC

59.30K

Mar 31, 26

-366

0.04%

TRUE Private Wealth Advisors

58.53K

Mar 31, 26

+16.13K

0.04%

RETIREMENT PLANNING GROUP, LLC / NY

57.32K

Mar 31, 26

+1.65K

0.04%

Apella Capital, LLC

57.02K

Mar 31, 26

-3.84K

0.04%

Private Advisor Group, LLC

56.71K

Mar 31, 26

-2.61K

0.04%

Foundations Investment Advisors, LLC

54.36K

Mar 31, 26

-8.80K

0.04%

ABSOLUTE CAPITAL MANAGEMENT, LLC

52.44K

Mar 31, 26

+1.70K

0.03%

Advisory Services Network, LLC

50.46K

Mar 31, 26

+7.39K

0.03%

Valmark Advisers, Inc.

49.72K

Mar 31, 26

+1.69K

0.03%

Golden State Equity Partners

49.44K

Mar 31, 26

+8.84K

0.03%

Signal Advisors Wealth, LLC

48.13K

Mar 31, 26

+22.46K

0.03%

Summit Financial, LLC

47.88K

Mar 31, 26

+3.34K

0.03%

Grove Bank & Trust

47.50K

Mar 31, 26

0.03%

Cornerstone Wealth Management, LLC

46.47K

Mar 31, 26

-614

0.03%

BOK Financial Private Wealth, Inc.

44.14K

Mar 31, 26

-9.29K

0.03%

Aaron Wealth Advisors LLC

43.50K

Mar 31, 26

-8.20K

0.03%

CITIZENS FINANCIAL GROUP INC/RI

43.40K

Mar 31, 26

-1.66K

0.03%

WIN ADVISORS, INC

40.24K

Mar 31, 26

+40.24K

0.03%

Disciplined Investors, L.L.C.

40.17K

Mar 31, 26

-230

0.03%

VERITY Wealth Advisors

40.00K

Mar 31, 26

-32.69K

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

38.65K

Mar 31, 26

+28.24K

0.03%

OVERSEA-CHINESE BANKING Corp Ltd

37.74K

Mar 31, 26

0.02%

Dynamic Advisor Solutions LLC

37.17K

Mar 31, 26

-43

0.02%

Valeo Financial Advisors, LLC

36.86K

Mar 31, 26

-396.91K

0.02%

CreativeOne Wealth, LLC

36.69K

Mar 31, 26

+6.67K

0.02%

FLAGSTAR ADVISORS INC.

36.43K

Mar 31, 26

-7.52K

0.02%

Quadrature Capital Ltd

35.91K

Mar 31, 26

-46.05K

0.02%

MRWM Advisors, LLC

35.78K

Mar 31, 26

-1.18K

0.02%

Merit Financial Group, LLC

35.55K

Mar 31, 26

-4.94K

0.02%

Firestone Capital Management

35.02K

Mar 31, 26

0.02%

NATIONAL BANK OF CANADA /FI/

34.68K

Mar 31, 26

+1.12K

0.02%

Federation des caisses Desjardins du Quebec

34.53K

Mar 31, 26

0.02%

Nova Wealth Management, Inc.

34.46K

Mar 31, 26

+9.04K

0.02%

NewEdge Advisors, LLC

34.20K

Mar 31, 26

-318

0.02%

Wealth Preservation Advisors, LLC

33.27K

Mar 31, 26

-6.12K

0.02%

Prospera Financial Services Inc

32.46K

Mar 31, 26

+4.00K

0.02%

Trinity Wealth Management, LLC

31.59K

Mar 31, 26

-389

0.02%

LIBERTY WEALTH MANAGEMENT LLC

31.52K

Mar 31, 26

-23.09K

0.02%

Gladstone Institutional Advisory LLC

30.99K

Mar 31, 26

-1.95K

0.02%

Osprey Private Wealth LLC

30.70K

Mar 31, 26

-3.96K

0.02%

CWM, LLC

30.16K

Mar 31, 26

-5.22K

0.02%

Apollon Wealth Management, LLC

30.11K

Mar 31, 26

-1.14K

0.02%

Clearstead Advisors, LLC

28.96K

Mar 31, 26

+28.96K

0.02%

WEDBUSH SECURITIES INC

28.34K

Mar 31, 26

+6.96K

0.02%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

28.32K

Mar 31, 26

+1.46K

0.02%

Integrated Wealth Concepts LLC

28.12K

Mar 31, 26

+4.74K

0.02%

DIMENSION CAPITAL MANAGEMENT LLC

28.02K

Mar 31, 26

-678

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

27.95K

Mar 31, 26

+162

0.02%

Dorsey & Whitney Trust CO LLC

27.82K

Mar 31, 26

0.02%

CI Private Wealth, LLC

27.51K

Mar 31, 26

-3.25K

0.02%

BCR Wealth Strategies, LLC

26.75K

Mar 31, 26

+4.41K

0.02%

Equitable Holdings, Inc.

26.29K

Mar 31, 26

+3.92K

0.02%

PRINCIPAL SECURITIES, INC.

25.72K

Mar 31, 26

-44.41K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

25.49K

Mar 31, 26

-19.52K

0.02%

CENTAURUS FINANCIAL, INC.

25.16K

Mar 31, 26

-8.31K

0.02%

FIFTH THIRD BANCORP

25.13K

Mar 31, 26

+25.09K

0.02%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

24.97K

Mar 31, 26

-404

0.02%

Cedar Wealth Management, LLC

24.81K

Mar 31, 26

0.02%

Hirtle Callaghan & Co LLC

24.20K

Mar 31, 26

0.02%

Hobbs Group Advisors, LLC

23.95K

Mar 31, 26

0.02%

Brookstone Capital Management

23.32K

Mar 31, 26

+1.87K

0.02%

Perigon Wealth Management, LLC

22.58K

Mar 31, 26

-1.86K

0.01%

LexAurum Advisors, LLC

22.14K

Mar 31, 26

+22.14K

0.01%

Choate Investment Advisors

22.06K

Mar 31, 26

0.01%

Resources Investment Advisors, LLC.

21.22K

Mar 31, 26

-180.70K

0.01%

MA Private Wealth

21.16K

Mar 31, 26

-1.68K

0.01%

Pensionmark Financial Group, LLC

21.00K

Mar 31, 26

+293

0.01%

IFP Advisors, Inc

20.70K

Mar 31, 26

+16.78K

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

20.66K

Mar 31, 26

0.01%

Kestra Investment Management, LLC

20.49K

Mar 31, 26

+443

0.01%

Ameritas Advisory Services, LLC

20.13K

Mar 31, 26

-22.83K

0.01%

Summit Investment Advisory Services, LLC

20.04K

Mar 31, 26

-226

0.01%

Creative Planning

19.71K

Mar 31, 26

-1.92K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

19.47K

Mar 31, 26

+536

0.01%

BENJAMIN EDWARDS INC

19.19K

Mar 31, 26

-16.45K

0.01%

Meridian Wealth Management, LLC

18.91K

Mar 31, 26

-383

0.01%

FIRST CITIZENS BANK & TRUST CO

18.36K

Mar 31, 26

-507

0.01%

OneAscent Wealth Management LLC

18.23K

Mar 31, 26

+2.56K

0.01%

Berkeley, Inc

17.82K

Mar 31, 26

-550

0.01%

FIFTH THIRD SECURITIES, INC.

17.56K

Mar 31, 26

-4.25K

0.01%

Sage Mountain Advisors LLC

17.36K

Mar 31, 26

-5.53K

0.01%

Meridian Wealth Advisors, LLC

17.22K

Mar 31, 26

+2.10K

0.01%

GLENMEDE TRUST CO NA

17.15K

Mar 31, 26

0.01%

Arkadios Wealth Advisors

17.03K

Mar 31, 26

+5.43K

0.01%

SRS Capital Advisors, Inc.

16.81K

Mar 31, 26

+12.49K

0.01%

Sowell Financial Services LLC

16.73K

Mar 31, 26

-272

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

16.34K

Mar 31, 26

-2.87K

0.01%

ProVise Management Group, LLC

16.23K

Mar 31, 26

+1.38K

0.01%

VisionPoint Advisory Group, LLC

16.18K

Mar 31, 26

-637

0.01%

AQR CAPITAL MANAGEMENT LLC

16.14K

Mar 31, 26

+6.21K

0.01%

Detalus Advisors, LLC

16.04K

Mar 31, 26

-183

0.01%

Sequoia Financial Advisors, LLC

15.91K

Mar 31, 26

+15.91K

0.01%

DAVENPORT & Co LLC

15.81K

Mar 31, 26

+5.31K

0.01%

M Wealth Management, LLC

15.80K

Mar 31, 26

-600

0.01%

AE Wealth Management LLC

15.74K

Mar 31, 26

-98

0.01%

NATIXIS ADVISORS, L.P.

15.70K

Mar 31, 26

+15.70K

0.01%

Strategic Blueprint, LLC

15.07K

Mar 31, 26

-1.14K

0.01%

Aspen Grove Capital, LLC

15.03K

Mar 31, 26

0.01%

Clark Capital Management Group, Inc.

14.70K

Mar 31, 26

-1

0.01%

HEADINVEST, LLC

14.58K

Mar 31, 26

0.01%

Spectrum Planning & Advisory Services Inc.

14.55K

Mar 31, 26

-89

0.01%

Icon Wealth Advisors, LLC

14.30K

Mar 31, 26

-1.26K

0.01%

Concorde Asset Management, LLC

13.94K

Mar 31, 26

-195

0.01%

Wealthfront Advisers LLC

13.58K

Mar 31, 26

+3.10K

0.01%

5T Wealth, LLC

13.38K

Mar 31, 26

-180

0.01%

FIRST AMERICAN TRUST, FSB

12.76K

Mar 31, 26

-590

0.01%

Interchange Capital Partners, LLC

12.74K

Mar 31, 26

+12.74K

0.01%

Cranbrook Wealth Management, LLC

12.57K

Mar 31, 26

0.01%

Parallel Advisors, LLC

12.51K

Mar 31, 26

+7.75K

0.01%

PFG Advisors

12.23K

Mar 31, 26

+595

0.01%

Merkkuri Wealth Advisors LLC

12.15K

Mar 31, 26

0.01%

Redwood Financial Network Corp

12.14K

Mar 31, 26

-249

0.01%

Mach-1 Financial Group, LLC

11.98K

Mar 31, 26

+2.61K

0.01%

Canopy Partners, LLC

11.97K

Mar 31, 26

0.01%

CARDIFF PARK ADVISORS, LLC

11.58K

Mar 31, 26

0.01%

Savant Capital, LLC

11.30K

Mar 31, 26

+4.38K

0.01%

One Wealth Advisors, LLC

11.14K

Mar 31, 26

-2.24K

0.01%

Turning Point Benefit Group, Inc.

10.77K

Mar 31, 26

+6.04K

0.01%

Stone Point Wealth LLC

10.68K

Mar 31, 26

-44.26K

0.01%

ASSETMARK, INC

10.56K

Mar 31, 26

+500

0.01%

Clear Creek Financial Management, LLC

10.53K

Mar 31, 26

-403

0.01%

TRITONPOINT WEALTH, LLC

10.45K

Mar 31, 26

-662

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

10.10K

Mar 31, 26

0.01%

Western Wealth Management, LLC

10.03K

Mar 31, 26

-640

0.01%

Atomi Financial Group, Inc.

9.99K

Mar 31, 26

-619

0.01%

B. Riley Wealth Advisors, Inc.

9.72K

Mar 31, 26

0.01%

MISSION WEALTH MANAGEMENT, LP

9.69K

Mar 31, 26

0.01%

Cannon Wealth Management Services, LLC

9.56K

Mar 31, 26

-22

0.01%

PAX Financial Group, LLC

9.35K

Mar 31, 26

-1.44K

0.01%

Milestone Asset Management Group, LLC

9.17K

Mar 31, 26

0.01%

HIGHLAND CAPITAL MANAGEMENT, LLC

9.13K

Mar 31, 26

0.01%

Capital Advisors, Ltd. LLC

9.02K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

9.00K

Mar 31, 26

+7.71K

0.01%

HB Wealth Management, LLC

8.95K

Mar 31, 26

-11

0.01%

Glass Jacobson Investment Advisors llc

8.95K

Mar 31, 26

-230

0.01%

CYPRESS FINANCIAL PLANNING LLC

8.93K

Mar 31, 26

-66

0.01%

Catalytic Wealth RIA, LLC

8.90K

Mar 31, 26

+8.90K

0.01%

McKinley Carter Wealth Services, Inc.

8.73K

Mar 31, 26

-21

0.01%

FINANCIAL LIFE ADVISORS

8.66K

Mar 31, 26

-5.24K

0.01%

Evanson Asset Management, LLC

8.52K

Mar 31, 26

0.01%

JPL Wealth Management, LLC

8.42K

Mar 31, 26

0.01%

MGO ONE SEVEN LLC

8.40K

Mar 31, 26

+310

0.01%

Leo Wealth, LLC

8.27K

Mar 31, 26

0.01%

Keebeck Wealth Management, LLC

8.26K

Mar 31, 26

-581

0.01%

Vise Technologies, Inc.

8.24K

Mar 31, 26

0.01%

Chesley Taft & Associates LLC

8.21K

Mar 31, 26

0.01%

Maltin Wealth Management, Inc.

8.15K

Mar 31, 26

-34.56K

0.01%

NWAM LLC

8.07K

Mar 31, 26

-26

0.01%

Clearwater Capital Advisors, LLC

8.07K

Mar 31, 26

0.01%

REGIONS FINANCIAL CORP

7.90K

Mar 31, 26

+7.90K

0.01%

Quantinno Capital Management LP

7.89K

Mar 31, 26

-2.18K

0.01%

Ascent Group, LLC

7.88K

Mar 31, 26

-305

0.01%

SMART Wealth LLC

7.61K

Mar 31, 26

+7.61K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

7.47K

Mar 31, 26

-277

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

7.46K

Mar 31, 26

+7.46K

0.00%

Chicago Partners Investment Group LLC

7.35K

Mar 31, 26

+68

0.00%

Richardson Capital Management LLC

7.18K

Mar 31, 26

0.00%

Affinity Capital Advisors, LLC

7.13K

Mar 31, 26

-1.17K

0.00%

PUREfi Wealth, LLC

7.03K

Mar 31, 26

-903

0.00%

Redhawk Wealth Advisors, Inc.

6.88K

Mar 31, 26

-1.12K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

6.56K

Mar 31, 26

-1.72K

0.00%

City State Bank

6.55K

Mar 31, 26

0.00%

Modera Wealth Management, LLC

6.44K

Mar 31, 26

+68

0.00%

LVW Advisors, LLC

6.32K

Mar 31, 26

0.00%

National Wealth Management Group, LLC

6.28K

Mar 31, 26

+6.28K

0.00%

RAM Investment Partners, LLC

6.27K

Mar 31, 26

+6.27K

0.00%

Envestnet Portfolio Solutions, Inc.

5.93K

Mar 31, 26

-11.37K

0.00%

DAYMARK WEALTH PARTNERS, LLC

5.90K

Mar 31, 26

+5.90K

0.00%

Spire Wealth Management

5.86K

Mar 31, 26

-115

0.00%

Curtis Advisory Group, LLC

5.77K

Mar 31, 26

-42

0.00%

Ameritas Investment Partners, Inc.

5.77K

Mar 31, 26

-292.57K

0.00%

Glenview Trust Co

5.77K

Mar 31, 26

0.00%

Yukon Wealth Management, Inc.

5.77K

Mar 31, 26

-781

0.00%

Mosley Wealth Management

5.76K

Mar 31, 26

0.00%

Demars Financial Group, LLC

5.73K

Mar 31, 26

0.00%

Adviser Investments LLC

5.69K

Mar 31, 26

0.00%

COMMERCE BANK

5.61K

Mar 31, 26

+5.61K

0.00%

Buckingham Strategic Partners

5.59K

Mar 31, 26

-2.74K

0.00%

Golden State Wealth Management, LLC

5.56K

Mar 31, 26

-1.73K

0.00%

Skopos Labs, Inc.

5.51K

Mar 31, 26

+5.51K

0.00%

CLIENT 1ST ADVISORY GROUP, LLC

5.43K

Mar 31, 26

-1.98K

0.00%

Vanguard National Trust Co

5.39K

Mar 31, 26

+5.39K

0.00%

Kovack Advisors, Inc.

5.38K

Mar 31, 26

-121

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

5.38K

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

5.32K

Mar 31, 26

+1.23K

0.00%

MOODY LYNN & LIEBERSON, LLC

5.30K

Mar 31, 26

0.00%

CAPTRUST FINANCIAL ADVISORS

5.29K

Mar 31, 26

-2.48K

0.00%

OPTIMA CAPITAL LLC

5.29K

Mar 31, 26

+3.28K

0.00%

Paladin Advisory Group, LLC

5.18K

Mar 31, 26

0.00%

LongView Wealth Management

5.18K

Mar 31, 26

0.00%

OPPENHEIMER & CO INC

5.11K

Mar 31, 26

-62

0.00%

Betterment LLC

5.07K

Mar 31, 26

-950

0.00%

U.S. Capital Wealth Advisors, LLC

5.04K

Mar 31, 26

0.00%

Park Square Financial Group, LLC

4.92K

Mar 31, 26

-1.52K

0.00%

Hamilton Wealth, LLC

4.89K

Mar 31, 26

-5.20K

0.00%

OneAscent Family Office, LLC

4.88K

Mar 31, 26

+4.88K

0.00%

Sharkey, Howes & Javer

4.86K

Mar 31, 26

-558

0.00%

Colonial Trust Advisors

4.80K

Mar 31, 26

0.00%

Tortoise Investment Management, LLC

4.77K

Mar 31, 26

+4.77K

0.00%

Capital Square, LLC

4.58K

Mar 31, 26

+4.58K

0.00%

Ancora Advisors, LLC

4.42K

Mar 31, 26

-62

0.00%

Retirement Wealth Solutions LLC

4.22K

Mar 31, 26

0.00%

MATHER GROUP, LLC.

3.98K

Mar 31, 26

+3.98K

0.00%

CoreCap Advisors, LLC

3.88K

Mar 31, 26

-210

0.00%

Smartleaf Asset Management LLC

3.86K

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

3.49K

Mar 31, 26

-1

0.00%

WHITTIER TRUST CO

3.10K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

3.08K

Mar 31, 26

+1.36K

0.00%

Founders Financial Alliance, LLC

2.79K

Mar 31, 26

+198

0.00%

Manchester Capital Management LLC

2.28K

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

1.90K

Mar 31, 26

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

1.86K

Mar 31, 26

0.00%

Allworth Financial LP

1.83K

Mar 31, 26

-93

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

1.66K

Mar 31, 26

-289.36K

0.00%

Stone House Investment Management, LLC

1.58K

Mar 31, 26

-145

0.00%

Parkside Financial Bank & Trust

1.56K

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

1.50K

Mar 31, 26

0.00%

Capital Analysts, LLC

1.40K

Mar 31, 26

0.00%

Triumph Capital Management

1.24K

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

1.24K

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

1.23K

Mar 31, 26

-3.04K

0.00%

Sunbelt Securities, Inc.

1.21K

Mar 31, 26

0.00%

BESSEMER GROUP INC

1.19K

Mar 31, 26

+338

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.03K

Mar 31, 26

-70

0.00%

Colonial Trust Co / SC

895

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

881

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

860

Mar 31, 26

-3.15K

0.00%

Beaird Harris Wealth Management, LLC

837

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

729

Mar 31, 26

+729

0.00%

Millstone Evans Group, LLC

707

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

670

Mar 31, 26

0.00%

Ameliora Wealth Management Ltd.

645

Mar 31, 26

0.00%

Synergy Investment Management, LLC

626

Mar 31, 26

+626

0.00%

Cherry Tree Wealth Management, LLC

612

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

597

Mar 31, 26

+597

0.00%

YANKCOM Partnership

580

Mar 31, 26

+580

0.00%

Scarborough Advisors, LLC

538

Mar 31, 26

-556

0.00%

WealthShield Partners, LLC

510

Mar 31, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

488

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

458

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

453

Mar 31, 26

+453

0.00%

Strategic Wealth Partners, Ltd.

441

Mar 31, 26

-3

0.00%

Sound Income Strategies, LLC

409

Mar 31, 26

0.00%

McIlrath & Eck, LLC

389

Mar 31, 26

0.00%

Bogart Wealth, LLC

385

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

300

Mar 31, 26

+300

0.00%

Collier Financial

298

Mar 31, 26

0.00%

JDM Financial Group LLC

296

Mar 31, 26

+296

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

286

Mar 31, 26

0.00%

SOFI WEALTH, LLC

237

Mar 31, 26

0.00%

Team Financial Group, LLC

223

Mar 31, 26

0.00%

AlphaCore Capital LLC

203

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

192

Mar 31, 26

0.00%

Larson Financial Group LLC

182

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

180

Mar 31, 26

0.00%

Smithfield Trust Co

176

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

169

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

132

Mar 31, 26

-81

0.00%

Asset Dedication, LLC

Mar 31, 26

+97

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

Mar 31, 26

0.00%

Crewe Advisors LLC

Mar 31, 26

0.00%

Trust Co

Mar 31, 26

+48

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

Mar 31, 26

-192

0.00%

CENTRAL TRUST Co

Mar 31, 26

-125

0.00%

Root Financial Partners, LLC

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

+23

0.00%

WFA of San Diego, LLC

Mar 31, 26

0.00%

EPG Wealth Management LLC

Mar 31, 26

0.00%

Provident Wealth Management, LLC

Mar 31, 26

0.00%

Colony Group, LLC

Mar 31, 26

-8.87K

PLANWISER FINANCIAL, LLC

Mar 31, 26

-233.38K

Freestone Capital Holdings, LLC

Mar 31, 26

-5.54K

SIERRA OCEAN, LLC

Mar 31, 26

-5.25K

Elequin Securities, LLC

Mar 31, 26

-2.79K

Venturi Wealth Management, LLC

Mar 31, 26

-12.13K

Allie Family Office LLC

Mar 31, 26

-14.09K

FRANKLIN RESOURCES INC

Mar 31, 26

-3.31K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-104.75K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-27

Commonwealth Retirement Investments LLC

Mar 31, 26

-162

M&T BANK CORP

Mar 31, 26

-8.03K

GTS SECURITIES LLC

Mar 31, 26

-9.13K

IFG Advisory, LLC

Mar 31, 26

-8.76K

GODSEY & GIBB, INC

Mar 31, 26

-12

Empower Advisory Group, LLC

Mar 31, 26

-5.53K

Fidelis Capital Partners, LLC

Mar 31, 26

-5.94K

TFB Advisors LLC

Mar 31, 26

-5.02K

PKS Advisory Services, LLC

Mar 31, 26

-5.80K

Tandem Investment Partners LLC

Mar 31, 26

-8.90K

Game Plan Financial Advisors, LLC

Mar 31, 26

-298

Cape Investment Advisory, Inc.

Mar 31, 26

-163

Stokes Family Office, LLC

Mar 31, 26

-9.05K

WATERSHED PRIVATE WEALTH LLC

Mar 31, 26

-4.89K

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-24.93K

SEAVIEW INVESTMENT MANAGERS LLC

Mar 31, 26

-9.89K

Archer Investment Corp

Mar 31, 26

-143

Diversify Advisory Services, LLC

Mar 31, 26

-7.12K

QRG CAPITAL MANAGEMENT, INC.

Mar 31, 26

-9.78K

Fortis Group Advisors, LLC

Mar 31, 26

-14.32K

West Wealth Group, LLC

Mar 31, 26

-6.13K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-6.03K

SYM FINANCIAL Corp

Mar 31, 26

-112

Horst & Graben Wealth Management LLC

Mar 31, 26

-5.07K

MONETA GROUP INVESTMENT ADVISORS LLC

Mar 31, 26

-11.63K

SCOTIA CAPITAL INC.

Mar 31, 26

-58.96K

Global Retirement Partners, LLC

225.00K

Dec 31, 25

+40.15K

0.15%

COMERICA BANK

25.23K

Dec 31, 25

-8.68K

0.02%

ROVIN CAPITAL /UT/ /ADV

16.44K

Dec 31, 25

+376

0.01%

Heritage Wealth Advisors

8.10K

Dec 31, 25

0.01%

VANGUARD GROUP INC

5.98K

Dec 31, 25

0.00%

Austin Private Wealth, LLC

4.90K

Dec 31, 25

+4.90K

0.00%

CIBC Private Wealth Group, LLC

1.45K

Dec 31, 25

+500

0.00%

SageView Advisory Group, LLC

173

Dec 31, 25

+173

0.00%

Northwest Capital Management Inc

Dec 31, 25

-925

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.13K

Gitterman Wealth Management, LLC

442.65K

Sep 30, 25

+1.47K

0.29%

Financial Advisors, LLC

74.22K

Sep 30, 25

0.05%

D. SCOTT NEAL, INC.

31.36K

Sep 30, 25

+532

0.02%

Kathleen S. Wright Associates Inc.

26.88K

Sep 30, 25

+29

0.02%

Glenmede Investment Management, LP

16.27K

Sep 30, 25

+7.00K

0.01%

SYNOVUS FINANCIAL CORP

12.64K

Sep 30, 25

0.01%

Certus Wealth Management, LLC

12.28K

Sep 30, 25

+2.39K

0.01%

GRIES FINANCIAL LLC

8.81K

Sep 30, 25

-2.35K

0.01%

WETHERBY ASSET MANAGEMENT INC

7.83K

Sep 30, 25

+50

0.01%

Hemington Wealth Management

500

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+22

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

+11

0.00%

Copperleaf Capital, LLC

Sep 30, 25

-21.21K

AVANTAX ADVISORY SERVICES, INC.

467.36K

Jun 30, 25

-137.42K

0.30%

Exchange Capital Management, Inc.

325.52K

Jun 30, 25

+16.36K

0.21%

Atria Wealth Solutions, Inc.

140.40K

Jun 30, 25

-158.63K

0.09%

Congress Wealth Management LLC / DE /

45.79K

Jun 30, 25

+6.21K

0.03%

FORTE CAPITAL LLC /ADV

20.81K

Jun 30, 25

+1.20K

0.01%

First Horizon Advisors, Inc.

4.59K

Jun 30, 25

-44.70K

0.00%

Capital A Wealth Management, LLC

2.67K

Jun 30, 25

+2.07K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.99K

Jun 30, 25

+1.99K

0.00%

Financial Gravity Companies, Inc.

Jun 30, 25

+57

0.00%

My Legacy Advisors, LLC

Jun 30, 25

-16.38K

Semmax Financial Advisors Inc.

Jun 30, 25

-4.29K

Spectrum Wealth Counsel, LLC

86.66K

Mar 31, 25

+83.96K

0.06%

Orion Portfolio Solutions, LLC

84.80K

Mar 31, 25

+70.30K

0.06%

Schechter Investment Advisors, LLC

5.89K

Mar 31, 25

+5.89K

0.00%

Sandy Spring Bank

1.24K

Mar 31, 25

0.00%

Peninsula Wealth, LLC

29.24K

Dec 31, 24

-72.47K

0.02%

Geller Advisors LLC

18.19K

Dec 31, 24

-167

0.01%

WR Wealth Planners, LLC

2.27K

Dec 31, 24

-4.18K

0.00%

Zions Bancorporation, N.A.

1.86K

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

1.73K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

626.73K

Sep 30, 24

+232.91K

0.41%

RAYMOND JAMES & ASSOCIATES

507.37K

Sep 30, 24

+5.43K

0.33%

Wealthgate Family Office, LLC

56.29K

Sep 30, 24

0.04%

TNF LLC

50.65K

Sep 30, 24

-1.16K

0.03%

Aspire Wealth Management Corp

41.71K

Sep 30, 24

-6.79K

0.03%

ETFIDEA, LLC

16.15K

Sep 30, 24

0.01%

Family Asset Management, LLC

4.58K

Sep 30, 24

-500

0.00%

FinTrust Capital Advisors, LLC

1.66K

Sep 30, 24

-326

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+92

0.00%

Alera Investment Advisors, LLC

Sep 30, 24

-194.40K

BlackRock Inc.

110.54K

Jun 30, 24

-69.39K

0.07%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.19K

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

-195

Cetera Advisor Networks LLC

555.51K

Mar 31, 24

+286.73K

0.36%

Cetera Advisors LLC

265.00K

Mar 31, 24

+240.90K

0.17%

Financial Advisory Group

97.76K

Mar 31, 24

0.06%

Derbend Asset Management

30.56K

Mar 31, 24

+30.56K

0.02%

LWS Wealth Advisors, Inc.

45.48K

Dec 31, 23

+383

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

12.21K

Dec 31, 23

+12.21K

0.01%

Baystate Wealth Management LLC

851

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

271.46K

Sep 30, 23

+50.75K

0.18%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

153.56K

Sep 30, 23

-25.71K

0.10%

ADVISOR PARTNERS II, LLC

Sep 30, 23

-31.68K

PFS INVESTMENTS INC.

834.15K

Jun 30, 23

+21.71K

0.54%

TIAA, FSB

464.42K

Jun 30, 23

+29.93K

0.30%

AJ WEALTH STRATEGIES, LLC

11.76K

Jun 30, 23

-1.46K

0.01%

LEO BROKERAGE, LLC

8.27K

Jun 30, 23

-760

0.01%

First Capital Advisors Group, LLC.

5.91K

Jun 30, 23

0.00%

ASSET MANAGEMENT CORP /IL/ /ADV

10.05K

Mar 31, 23

0.01%

TITLEIST ASSET MANAGEMENT, LTD.

65.42K

Dec 31, 22

+12.32K

0.04%

ZEKE CAPITAL ADVISORS, LLC

31.81K

Dec 31, 22

0.02%

Sargent Bickham Lagudis LLC

203

Dec 31, 22

0.00%

F3Logic, LLC

Dec 31, 22

-8.41K

MUFG Americas Holdings Corp

955.75K

Sep 30, 22

+5.25K

0.62%

55I, LLC

67.65K

Sep 30, 22

-171.68K

0.04%

Kore Private Wealth LLC

9.02K

Sep 30, 22

0.01%

Brightworth

7.18K

Sep 30, 22

+567

0.00%

American Portfolios Advisors

3.68K

Sep 30, 22

-34

0.00%

Strategic Asset Management, LLC

3.32K

Sep 30, 22

0.00%

KARLINSKI ANDREW C

2.99K

Sep 30, 22

+10

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Sep 30, 22

-11.62K

KerberRose Wealth Management, LLC

25.14K

Jun 30, 22

+25.14K

0.02%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

7.56K

Jun 30, 22

-1.41K

0.00%

Urban Wealth Management, LLC

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

46.72K

Mar 31, 22

-2

0.03%

NEXT Financial Group, Inc

42.26K

Dec 31, 21

+22.16K

0.03%

FIRST MERCANTILE TRUST CO

392.90K

Sep 30, 21

-66.10K

0.26%

MANAGED ACCOUNT SERVICES INC

13.97K

Sep 30, 21

+15

0.01%

Berman Capital Advisors, LLC

Sep 30, 21

PNC Managed Account Solutions, Inc.

22.67K

Jun 30, 21

+22.67K

0.01%

Treybourne Wealth Planners, Inc.

12.20K

Jun 30, 21

0.01%

BBVA USA Bancshares, Inc.

23.43K

Mar 31, 21

-547

0.02%

Rainier Group Investment Advisory LLC

600.94K

Sep 30, 20

+9.24K

0.39%

LifePlan Financial Group, Inc

95.52K

Sep 30, 20

+17.80K

0.06%

Confluence Wealth Management LLC

36.96K

Sep 30, 20

+36.96K

0.02%

Private Vista, LLC

117.48K

Jun 30, 20

-1.56M

0.08%

Global Financial Private Capital, Inc

Jun 30, 20

-33

Advisor Group, Inc.

191.24K

Dec 31, 19

-81.76K

0.12%

LADENBURG THALMANN FINANCIAL SERVICES INC.

102.69K

Dec 31, 19

-65.34K

0.07%

CXI Advisors

447

Dec 31, 19

+447

0.00%

Wealth & Pension Services Group, Inc.

17.91K

Sep 30, 19

+2.98K

0.01%

Steinberg Global Asset Management

87.61K

Mar 31, 19

-2.84K

0.06%

NEXT Financial Holdings

4.74K

Mar 31, 19

+4.74K

0.00%

WealthTrust Fairport, LLC

3.30K

Mar 31, 19

0.00%

Dragon Financial & Investment Group, LLC

160.97K

Sep 30, 18

-24.02K

0.10%

HAYS ADVISORY LLC

45.54K

Sep 30, 18

+7.89K

0.03%

Vestpro Financial Partners, Inc. dba CPF Texas

17.32K

Sep 30, 18

+17.32K

0.01%

Vantage Investment Advisors, LLC

1.70K

Sep 30, 18

+1.70K

0.00%

IFC Holdings Incorporated/FL

160.35K

Dec 31, 17

+14.45K

0.10%

SII INVESTMENTS INC/WI

89.07K

Dec 31, 17

-29.81K

0.06%

NATIONAL PLANNING CORP

354

Dec 31, 17

-54.78K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-151.74K

Independence Trust CO

Dec 31, 17

-39.85K

Barrington Strategic Wealth Management Group LLC

218.06K

Sep 30, 17

+3.64K

0.14%

PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC

40.84K

Sep 30, 17

-32.88K

0.03%

ROBERTSON STEPHENS ADVISORS LLC

14.96K

Sep 30, 17

0.01%

Commonwealth Equity Services, Inc

1.29M

Jun 30, 17

+366.92K

0.84%

RONALD BLUE & CO LLC

359.85K

Jun 30, 17

+159.60K

0.23%

CETERA INVESTMENT MANAGEMENT LLC

183.72K

Jun 30, 17

+2.22K

0.12%

Geneva Advisors, LLC

22.89K

Jun 30, 17

+6.99K

0.01%

Independent Portfolio Consultants, Inc.

12.13K

Jun 30, 17

+12.13K

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-36.61K

Parasol Investment Management, LLC

110.10K

Mar 31, 17

+110.10K

0.07%

BlackRock Institutional Trust Company, N.A.

678.50K

Dec 31, 16

+678.50K

0.44%

BlackRock Investment Management, LLC

114.91K

Dec 31, 16

-19.41K

0.07%

MSI Financial Services Inc

84.69K

Dec 31, 16

-275.99K

0.06%

INTEGRATED WEALTH COUNSEL, LLC

4.00K

Dec 31, 16

+4.00K

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-1.59K

HHG & Company, LLC

17.02K

Mar 31, 16

-847

0.01%

Hoxton Financial, Inc.

12.82K

Mar 31, 16

-865

0.01%

Alerus Investment Advisors Corp

Mar 31, 16

-13.75K

Platte River Capital LLC

27.90K

Sep 30, 15

-16.80K

0.02%

CITY NATIONAL BANK

10.08K

Sep 30, 15

+10.08K

0.01%

MANAGED ACCOUNT ADVISORS LLC

548.73K

Jun 30, 15

+332.75K

0.36%

Highmount Capital, LLC

491.63K

Jun 30, 15

-29.29K

0.32%