HLN(HLN)
HLN
Institutional Ownership
Top 764 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| DODGE & COX | 146.54M | Mar 31, 26 | -5.22M | 3.30% |
| FMR LLC | 113.97M | Mar 31, 26 | +6.03M | 2.57% |
| Clearbridge Investments, LLC | 31.72M | Mar 31, 26 | +295.45K | 0.71% |
| MORGAN STANLEY | 19.17M | Mar 31, 26 | -2.33M | 0.43% |
| HARDING LOEVNER LP | 15.71M | Mar 31, 26 | -903.14K | 0.35% |
| HARRIS ASSOCIATES L P | 15.03M | Mar 31, 26 | +15.03M | 0.34% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14.67M | Mar 31, 26 | +6.65M | 0.33% |
| BANK OF AMERICA CORP /DE/ | 10.93M | Mar 31, 26 | +1.59M | 0.25% |
| NATIXIS ADVISORS, L.P. | 9.20M | Mar 31, 26 | -805.64K | 0.21% |
| JONES FINANCIAL COMPANIES LLLP | 9.09M | Mar 31, 26 | +8.73M | 0.20% |
| Nuveen, LLC | 8.70M | Mar 31, 26 | +2.53M | 0.20% |
| JPMORGAN CHASE & CO | 8.28M | Mar 31, 26 | +179.25K | 0.19% |
| Aristotle Capital Management, LLC | 7.66M | Mar 31, 26 | -161.76K | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 7.03M | Mar 31, 26 | +1.55M | 0.16% |
| Douglas Lane & Associates, LLC | 6.69M | Mar 31, 26 | -67.57K | 0.15% |
| Point72 Asset Management, L.P. | 6.57M | Mar 31, 26 | +1.83M | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 6.26M | Mar 31, 26 | +212.59K | 0.14% |
| GOLDMAN SACHS GROUP INC | 6.13M | Mar 31, 26 | -4.31M | 0.14% |
| Sculptor Capital LP | 5.30M | Mar 31, 26 | -5.15M | 0.12% |
| BlackRock, Inc. | 5.25M | Mar 31, 26 | +267.75K | 0.12% |
| Rockefeller Capital Management L.P. | 5.10M | Mar 31, 26 | -293.69K | 0.11% |
| NORTHERN TRUST CORP | 4.88M | Mar 31, 26 | +64.28K | 0.11% |
| WELLINGTON MANAGEMENT GROUP LLP | 4.83M | Mar 31, 26 | -163.88K | 0.11% |
| VAN ECK ASSOCIATES CORP | 4.64M | Mar 31, 26 | +132.23K | 0.10% |
| Bank Julius Baer & Co. Ltd, Zurich | 4.36M | Mar 31, 26 | -100.78K | 0.10% |
| First Eagle Investment Management, LLC | 4.03M | Mar 31, 26 | +697.06K | 0.09% |
| WELLS FARGO & COMPANY/MN | 4.02M | Mar 31, 26 | +295.90K | 0.09% |
| ROYAL BANK OF CANADA | 3.06M | Mar 31, 26 | +238.84K | 0.07% |
| PRINCIPAL FINANCIAL GROUP INC | 2.80M | Mar 31, 26 | +2.79M | 0.06% |
| Bank of New York Mellon Corp | 2.60M | Mar 31, 26 | -56.87K | 0.06% |
| JANE STREET GROUP, LLC | 2.29M | Mar 31, 26 | +753.13K | 0.05% |
| STIFEL FINANCIAL CORP | 2.18M | Mar 31, 26 | +72.86K | 0.05% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1.90M | Mar 31, 26 | +299.40K | 0.04% |
| LPL Financial LLC | 1.75M | Mar 31, 26 | +110.06K | 0.04% |
| WCM INVESTMENT MANAGEMENT, LLC | 1.73M | Mar 31, 26 | +711.82K | 0.04% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.67M | Mar 31, 26 | -1.84M | 0.04% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.58M | Mar 31, 26 | -42.60K | 0.04% |
| FRANKLIN RESOURCES INC | 1.53M | Mar 31, 26 | +4.97K | 0.03% |
| CLARK ESTATES INC/NY | 1.40M | Mar 31, 26 | -400.00K | 0.03% |
| CITIGROUP INC | 1.33M | Mar 31, 26 | +354.82K | 0.03% |
| SEI INVESTMENTS CO | 1.29M | Mar 31, 26 | +606.86K | 0.03% |
| Quantinno Capital Management LP | 1.22M | Mar 31, 26 | +128.92K | 0.03% |
| Toroso Investments, LLC | 1.17M | Mar 31, 26 | -264.64K | 0.03% |
| SCHARF INVESTMENTS, LLC | 1.15M | Mar 31, 26 | +55.02K | 0.03% |
| Goodman Financial Corp | 1.15M | Mar 31, 26 | +1.15M | 0.03% |
| AMERICAN CENTURY COMPANIES INC | 1.13M | Mar 31, 26 | +139.05K | 0.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.13M | Mar 31, 26 | -12.17K | 0.03% |
| HRT FINANCIAL LP | 1.10M | Mar 31, 26 | +1.10M | 0.02% |
| UBS Group AG | 1.10M | Mar 31, 26 | +100.14K | 0.02% |
| Janney Montgomery Scott LLC | 1.06M | Mar 31, 26 | +37.01K | 0.02% |
| Russell Investments Group, Ltd. | 1.04M | Mar 31, 26 | +16.49K | 0.02% |
| CITADEL ADVISORS LLC | 1.00M | Mar 31, 26 | -6.48M | 0.02% |
| BANK OF MONTREAL /CAN/ | 946.63K | Mar 31, 26 | -7.55M | 0.02% |
| Neuberger Berman Group LLC | 935.23K | Mar 31, 26 | +167.70K | 0.02% |
| HANTZ FINANCIAL SERVICES, INC. | 820.07K | Mar 31, 26 | +121.80K | 0.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 795.40K | Mar 31, 26 | +28.40K | 0.02% |
| Crossmark Global Holdings, Inc. | 749.37K | Mar 31, 26 | +178.19K | 0.02% |
| Callan Family Office, LLC | 734.57K | Mar 31, 26 | -4.08K | 0.02% |
| US BANCORP \DE\ | 704.47K | Mar 31, 26 | +181.28K | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 684.56K | Mar 31, 26 | +116.98K | 0.02% |
| Qube Research & Technologies Ltd | 673.29K | Mar 31, 26 | +673.29K | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 663.27K | Mar 31, 26 | +551.45K | 0.01% |
| WELCH & FORBES LLC | 643.50K | Mar 31, 26 | -- | 0.01% |
| Mariner, LLC | 636.79K | Mar 31, 26 | +16.49K | 0.01% |
| Creative Planning | 631.00K | Mar 31, 26 | +102.39K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 553.25K | Mar 31, 26 | +80.34K | 0.01% |
| TRUIST FINANCIAL CORP | 498.89K | Mar 31, 26 | +27.08K | 0.01% |
| ABC ARBITRAGE SA | 477.38K | Mar 31, 26 | -2.31M | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 476.26K | Mar 31, 26 | -16.24K | 0.01% |
| CIDEL ASSET MANAGEMENT INC | 473.69K | Mar 31, 26 | +109.24K | 0.01% |
| DIMENSIONAL FUND ADVISORS LP | 464.72K | Mar 31, 26 | -7.89K | 0.01% |
| Cerity Partners LLC | 459.20K | Mar 31, 26 | +13.59K | 0.01% |
| ACADIAN ASSET MANAGEMENT LLC | 451.65K | Mar 31, 26 | +308.15K | 0.01% |
| 2Xideas AG | 437.47K | Mar 31, 26 | +437.47K | 0.01% |
| CAPITAL FUND MANAGEMENT S.A. | 421.05K | Mar 31, 26 | -151.89K | 0.01% |
| Horizon Investments, LLC | 404.06K | Mar 31, 26 | +191.88K | 0.01% |
| Brinker Capital Investments, LLC | 388.16K | Mar 31, 26 | +1.08K | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 379.52K | Mar 31, 26 | +56.36K | 0.01% |
| XTX Topco Ltd | 379.35K | Mar 31, 26 | +379.35K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 371.70K | Mar 31, 26 | +41.53K | 0.01% |
| Fisher Asset Management, LLC | 327.13K | Mar 31, 26 | +12.13K | 0.01% |
| Vestmark Advisory Solutions, Inc. | 325.16K | Mar 31, 26 | -10.68K | 0.01% |
| EAGLE GLOBAL ADVISORS LLC | 318.00K | Mar 31, 26 | -- | 0.01% |
| MANNING & NAPIER ADVISORS LLC | 306.51K | Mar 31, 26 | -4.35K | 0.01% |
| LGT Group Foundation | 297.37K | Mar 31, 26 | +22.76K | 0.01% |
| Sanctuary Advisors, LLC | 295.13K | Mar 31, 26 | +3.50K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 293.96K | Mar 31, 26 | -24.64K | 0.01% |
| MARSHALL WACE, LLP | 271.57K | Mar 31, 26 | +271.57K | 0.01% |
| Skopos Labs, Inc. | 260.54K | Mar 31, 26 | +61.49K | 0.01% |
| TRILLIUM ASSET MANAGEMENT, LLC | 249.80K | Mar 31, 26 | +9.67K | 0.01% |
| DAVENPORT & Co LLC | 249.64K | Mar 31, 26 | +406 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 249.11K | Mar 31, 26 | -5 | 0.01% |
| Cetera Investment Advisers | 247.74K | Mar 31, 26 | +36.01K | 0.01% |
| Trexquant Investment LP | 240.25K | Mar 31, 26 | +240.25K | 0.01% |
| Vident Advisory, LLC | 235.52K | Mar 31, 26 | +21.24K | 0.01% |
| BENJAMIN EDWARDS INC | 231.11K | Mar 31, 26 | +46.96K | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 222.71K | Mar 31, 26 | +128.49K | 0.01% |
| Private Advisor Group, LLC | 219.19K | Mar 31, 26 | +29.06K | 0.00% |
| FIFTH THIRD BANCORP | 217.16K | Mar 31, 26 | -3.43K | 0.00% |
| EXENCIAL WEALTH ADVISORS, LLC | 213.94K | Mar 31, 26 | +14.72K | 0.00% |
| D. E. Shaw & Co., Inc. | 209.06K | Mar 31, 26 | +209.06K | 0.00% |
| Vanguard Personalized Indexing Management, LLC | 208.41K | Mar 31, 26 | +15.91K | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 207.52K | Mar 31, 26 | -2.63K | 0.00% |
| FOUNDERS FINANCIAL SECURITIES LLC | 203.05K | Mar 31, 26 | -10.35K | 0.00% |
| 1832 Asset Management L.P. | 198.88K | Mar 31, 26 | -1.00M | 0.00% |
| CHOREO, LLC | 198.01K | Mar 31, 26 | -6.22K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 197.62K | Mar 31, 26 | +47.77K | 0.00% |
| FACTORY MUTUAL INSURANCE CO | 196.54K | Mar 31, 26 | +196.54K | 0.00% |
| Altshuler Shaham Ltd | 196.38K | Mar 31, 26 | +96.38K | 0.00% |
| Colony Group, LLC | 195.55K | Mar 31, 26 | +24.58K | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 193.75K | Mar 31, 26 | -4.38K | 0.00% |
| HighTower Advisors, LLC | 192.18K | Mar 31, 26 | +51.54K | 0.00% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 192.13K | Mar 31, 26 | -19.21K | 0.00% |
| FIRST TRUST ADVISORS LP | 188.88K | Mar 31, 26 | +364 | 0.00% |
| NATURAL INVESTMENTS, LLC | 172.98K | Mar 31, 26 | +537 | 0.00% |
| Atria Investments, Inc | 166.61K | Mar 31, 26 | +28.92K | 0.00% |
| Pathstone Holdings, LLC | 155.75K | Mar 31, 26 | +30.54K | 0.00% |
| AMERIPRISE FINANCIAL INC | 155.11K | Mar 31, 26 | +15.16K | 0.00% |
| Archford Capital Strategies, LLC | 151.00K | Mar 31, 26 | +151.00K | 0.00% |
| PRINCIPAL SECURITIES, INC. | 148.68K | Mar 31, 26 | +14.01K | 0.00% |
| LAIRD NORTON TRUST COMPANY, LLC | 146.70K | Mar 31, 26 | -3.23K | 0.00% |
| CI Private Wealth, LLC | 138.78K | Mar 31, 26 | +11.56K | 0.00% |
| HB Wealth Management, LLC | 138.27K | Mar 31, 26 | +4.69K | 0.00% |
| REGIONS FINANCIAL CORP | 132.71K | Mar 31, 26 | -7.17K | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 129.15K | Mar 31, 26 | +915 | 0.00% |
| Savant Capital, LLC | 120.24K | Mar 31, 26 | +7.01K | 0.00% |
| MML INVESTORS SERVICES, LLC | 119.79K | Mar 31, 26 | -16.78K | 0.00% |
| QUADRANT CAPITAL GROUP LLC | 118.33K | Mar 31, 26 | +43.98K | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 114.69K | Mar 31, 26 | +89.61K | 0.00% |
| PARK AVENUE SECURITIES LLC | 113.15K | Mar 31, 26 | -1.19K | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 112.69K | Mar 31, 26 | +3.27K | 0.00% |
| Clearstead Advisors, LLC | 106.91K | Mar 31, 26 | +81.06K | 0.00% |
| Ethic Inc. | 105.14K | Mar 31, 26 | +18.60K | 0.00% |
| WCG Wealth Advisors LLC | 104.69K | Mar 31, 26 | -12.62K | 0.00% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 104.39K | Mar 31, 26 | +5.01K | 0.00% |
| OLD MISSION CAPITAL LLC | 102.33K | Mar 31, 26 | +102.33K | 0.00% |
| Sequoia Financial Advisors, LLC | 102.06K | Mar 31, 26 | +7.11K | 0.00% |
| American Assets Investment Management, LLC | 100.00K | Mar 31, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 98.61K | Mar 31, 26 | -6.57K | 0.00% |
| DRIVE WEALTH MANAGEMENT, LLC | 98.51K | Mar 31, 26 | -384 | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 97.07K | Mar 31, 26 | +52.68K | 0.00% |
| Calamos Advisors LLC | 96.78K | Mar 31, 26 | -86 | 0.00% |
| Sterling Capital Management LLC | 94.18K | Mar 31, 26 | -6.79K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 93.82K | Mar 31, 26 | +93.82K | 0.00% |
| STEPHENS INC /AR/ | 93.08K | Mar 31, 26 | -2.56K | 0.00% |
| RHUMBLINE ADVISERS | 91.08K | Mar 31, 26 | +4.86K | 0.00% |
| Euro Pacific Asset Management, LLC | 87.90K | Mar 31, 26 | -1.74K | 0.00% |
| Ronald Blue Trust, Inc. | 87.56K | Mar 31, 26 | +5.83K | 0.00% |
| IEQ CAPITAL, LLC | 83.68K | Mar 31, 26 | +512 | 0.00% |
| Cohen Klingenstein LLC | 81.61K | Mar 31, 26 | -- | 0.00% |
| NewEdge Wealth, LLC | 80.76K | Mar 31, 26 | -11.01K | 0.00% |
| Robertson Stephens Wealth Management, LLC | 79.94K | Mar 31, 26 | -6.63K | 0.00% |
| BROWN ADVISORY INC | 79.38K | Mar 31, 26 | -6.46K | 0.00% |
| GUGGENHEIM CAPITAL LLC | 79.12K | Mar 31, 26 | +10.31K | 0.00% |
| Arkadios Wealth Advisors | 78.46K | Mar 31, 26 | +320 | 0.00% |
| Merit Financial Group, LLC | 76.70K | Mar 31, 26 | +10.87K | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 75.50K | Mar 31, 26 | -31.19K | 0.00% |
| SYON CAPITAL LLC | 74.90K | Mar 31, 26 | -4.97K | 0.00% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 74.61K | Mar 31, 26 | -1.31K | 0.00% |
| Tweedy, Browne Co LLC | 72.75K | Mar 31, 26 | -3.78K | 0.00% |
| MGO ONE SEVEN LLC | 69.87K | Mar 31, 26 | -1.34K | 0.00% |
| Future Fund LLC | 69.25K | Mar 31, 26 | +5.45K | 0.00% |
| FIDUCIARY TRUST CO | 67.97K | Mar 31, 26 | +5.79K | 0.00% |
| Legacy Wealth Asset Management, LLC | 67.90K | Mar 31, 26 | +685 | 0.00% |
| One Wealth Advisors, LLC | 67.38K | Mar 31, 26 | +2.55K | 0.00% |
| Dynasty Wealth Management, LLC | 67.38K | Mar 31, 26 | -15.71K | 0.00% |
| M&T BANK CORP | 66.45K | Mar 31, 26 | -14.27K | 0.00% |
| Lester Murray Antman dba SimplyRich | 65.76K | Mar 31, 26 | -588 | 0.00% |
| Ascent Group, LLC | 64.44K | Mar 31, 26 | -1.04K | 0.00% |
| Argent Trust Co | 64.28K | Mar 31, 26 | +8.91K | 0.00% |
| Campbell & CO Investment Adviser LLC | 64.27K | Mar 31, 26 | +64.27K | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 63.56K | Mar 31, 26 | +6.41K | 0.00% |
| FLOW TRADERS U.S. LLC | 63.45K | Mar 31, 26 | +41.17K | 0.00% |
| TRANSCEND CAPITAL ADVISORS, LLC | 62.90K | Mar 31, 26 | +21.25K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 62.12K | Mar 31, 26 | +7.69K | 0.00% |
| Vise Technologies, Inc. | 62.00K | Mar 31, 26 | -- | 0.00% |
| Lido Advisors, LLC | 59.91K | Mar 31, 26 | +11.01K | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 59.68K | Mar 31, 26 | -2.45K | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | 59.11K | Mar 31, 26 | -3.80K | 0.00% |
| EverSource Wealth Advisors, LLC | 57.53K | Mar 31, 26 | +22.51K | 0.00% |
| KAHN BROTHERS GROUP INC | 56.43K | Mar 31, 26 | -8.89K | 0.00% |
| Trust Point Inc. | 56.09K | Mar 31, 26 | +16.48K | 0.00% |
| Waverly Advisors, LLC | 55.48K | Mar 31, 26 | -5.87K | 0.00% |
| Naviter Wealth, LLC | 54.86K | Mar 31, 26 | +7.39K | 0.00% |
| Tempus Wealth Planning, LLC | 54.78K | Mar 31, 26 | +1.22K | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 54.55K | Mar 31, 26 | -513 | 0.00% |
| CIBC Asset Management Inc | 53.47K | Mar 31, 26 | +53.47K | 0.00% |
| SUMMITRY LLC | 52.95K | Mar 31, 26 | +2.14K | 0.00% |
| Keystone Financial Planning, Inc. | 52.51K | Mar 31, 26 | -1.86K | 0.00% |
| AIMZ Investment Advisors, LLC | 52.13K | Mar 31, 26 | -5.50K | 0.00% |
| BLAIR WILLIAM & CO/IL | 51.47K | Mar 31, 26 | -173 | 0.00% |
| CAMBIAR INVESTORS LLC | 51.02K | Mar 31, 26 | -15.31K | 0.00% |
| PROFUND ADVISORS LLC | 50.59K | Mar 31, 26 | -7.87K | 0.00% |
| Atomi Financial Group, Inc. | 50.28K | Mar 31, 26 | +15.74K | 0.00% |
| Quadrature Capital Ltd | 49.56K | Mar 31, 26 | +49.56K | 0.00% |
| Cardinal Capital Management | 49.16K | Mar 31, 26 | +838 | 0.00% |
| Beacon Pointe Advisors, LLC | 48.50K | Mar 31, 26 | +22.76K | 0.00% |
| Graham Capital Management, L.P. | 48.26K | Mar 31, 26 | +48.26K | 0.00% |
| WealthTrust Axiom LLC | 47.09K | Mar 31, 26 | -200 | 0.00% |
| Aaron Wealth Advisors LLC | 46.88K | Mar 31, 26 | +5.65K | 0.00% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 45.49K | Mar 31, 26 | -- | 0.00% |
| Summit Trail Advisors, LLC | 45.06K | Mar 31, 26 | +45.06K | 0.00% |
| Allspring Global Investments Holdings, LLC | 43.71K | Mar 31, 26 | +5.23K | 0.00% |
| Heritage Family Offices, LLP | 43.69K | Mar 31, 26 | -27.79K | 0.00% |
| Ballentine Partners, LLC | 43.28K | Mar 31, 26 | +6.73K | 0.00% |
| Central Pacific Bank - Trust Division | 42.94K | Mar 31, 26 | -900 | 0.00% |
| Kestra Advisory Services, LLC | 42.58K | Mar 31, 26 | -14.11K | 0.00% |
| FORTRESS PRIVATE LEDGER, LLC | 41.58K | Mar 31, 26 | +7.03K | 0.00% |
| Steward Partners Investment Advisory, LLC | 41.25K | Mar 31, 26 | -13.59K | 0.00% |
| PEAPACK GLADSTONE FINANCIAL CORP | 40.82K | Mar 31, 26 | -618 | 0.00% |
| Mount Yale Investment Advisors, LLC | 40.40K | Mar 31, 26 | +971 | 0.00% |
| First Affirmative Financial Network | 40.03K | Mar 31, 26 | +40.03K | 0.00% |
| Rehmann Capital Advisory Group | 39.99K | Mar 31, 26 | +8.81K | 0.00% |
| NorthRock Partners, LLC | 39.74K | Mar 31, 26 | +39.74K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 39.36K | Mar 31, 26 | +2.57K | 0.00% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 39.27K | Mar 31, 26 | -14.03K | 0.00% |
| Aspen Grove Capital, LLC | 38.42K | Mar 31, 26 | +2.31K | 0.00% |
| EntryPoint Capital, LLC | 37.90K | Mar 31, 26 | +37.90K | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 37.72K | Mar 31, 26 | -859 | 0.00% |
| AUXIER ASSET MANAGEMENT | 36.88K | Mar 31, 26 | -200 | 0.00% |
| SBI Securities Co., Ltd. | 36.48K | Mar 31, 26 | +282 | 0.00% |
| SANDERS MORRIS HARRIS LLC | 36.00K | Mar 31, 26 | +36.00K | 0.00% |
| Kathmere Capital Management, LLC | 34.90K | Mar 31, 26 | -8.80K | 0.00% |
| Legacy Capital Wealth Partners, LLC | 34.88K | Mar 31, 26 | -456 | 0.00% |
| Smartleaf Asset Management LLC | 33.75K | Mar 31, 26 | +859 | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 33.68K | Mar 31, 26 | +1.31K | 0.00% |
| Martin Investment Management, LLC | 33.17K | Mar 31, 26 | -9.18K | 0.00% |
| Versant Capital Management, Inc | 33.07K | Mar 31, 26 | +7.57K | 0.00% |
| Blueshift Asset Management, LLC | 32.95K | Mar 31, 26 | +32.95K | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 32.81K | Mar 31, 26 | -30.92K | 0.00% |
| Diversified Trust Co | 32.12K | Mar 31, 26 | -729 | 0.00% |
| Resonant Capital Advisors, LLC | 31.87K | Mar 31, 26 | +5.43K | 0.00% |
| Advisory Services Network, LLC | 31.41K | Mar 31, 26 | +511 | 0.00% |
| Marks Group Wealth Management, Inc | 30.79K | Mar 31, 26 | -350 | 0.00% |
| Simplicity Wealth,LLC | 30.52K | Mar 31, 26 | -13.61K | 0.00% |
| Independent Advisor Alliance | 30.37K | Mar 31, 26 | -5.47K | 0.00% |
| Parallel Advisors, LLC | 30.27K | Mar 31, 26 | +5.13K | 0.00% |
| Bleakley Financial Group, LLC | 29.92K | Mar 31, 26 | +2.96K | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 29.73K | Mar 31, 26 | -6.50K | 0.00% |
| GAMMA Investing LLC | 29.47K | Mar 31, 26 | +8.15K | 0.00% |
| Farther Finance Advisors, LLC | 29.30K | Mar 31, 26 | +6.38K | 0.00% |
| DEFINED WEALTH MANAGEMENT, LLC | 29.27K | Mar 31, 26 | +34 | 0.00% |
| Lafayette Investments, Inc. | 28.80K | Mar 31, 26 | -300 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28.64K | Mar 31, 26 | +7.99K | 0.00% |
| Dorsey & Whitney Trust CO LLC | 28.11K | Mar 31, 26 | -612 | 0.00% |
| Concurrent Investment Advisors, LLC | 27.89K | Mar 31, 26 | +5.84K | 0.00% |
| Baird Financial Group, Inc. | 27.71K | Mar 31, 26 | +337 | 0.00% |
| Bridgefront Capital, LLC | 27.48K | Mar 31, 26 | +27.48K | 0.00% |
| PATRICK M SWEENEY & ASSOCIATES, INC | 26.87K | Mar 31, 26 | -- | 0.00% |
| Seed Wealth Management, Inc. | 26.58K | Mar 31, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 25.99K | Mar 31, 26 | +2.71K | 0.00% |
| MN Wealth Advisors, LLC | 25.93K | Mar 31, 26 | -- | 0.00% |
| Equitable Holdings, Inc. | 25.13K | Mar 31, 26 | +184 | 0.00% |
| Haverford Trust Co | 24.45K | Mar 31, 26 | -- | 0.00% |
| May Hill Capital, LLC | 24.38K | Mar 31, 26 | +10.63K | 0.00% |
| Arlington Partners LLC | 24.25K | Mar 31, 26 | +24.25K | 0.00% |
| INGALLS & SNYDER LLC | 24.19K | Mar 31, 26 | -300 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 23.69K | Mar 31, 26 | -1.27K | 0.00% |
| FIRST HORIZON CORP | 23.45K | Mar 31, 26 | -7.11K | 0.00% |
| BARCLAYS PLC | 23.36K | Mar 31, 26 | -557.29K | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 23.28K | Mar 31, 26 | -725 | 0.00% |
| Headlands Technologies LLC | 23.24K | Mar 31, 26 | +23.24K | 0.00% |
| EP Wealth Advisors, LLC | 22.56K | Mar 31, 26 | -11 | 0.00% |
| Resources Investment Advisors, LLC. | 22.52K | Mar 31, 26 | +791 | 0.00% |
| Fielder Capital Group LLC | 22.51K | Mar 31, 26 | -375 | 0.00% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 22.39K | Mar 31, 26 | -50 | 0.00% |
| OPPENHEIMER & CO INC | 22.30K | Mar 31, 26 | -2.45K | 0.00% |
| CWM, LLC | 22.29K | Mar 31, 26 | +404 | 0.00% |
| Valeo Financial Advisors, LLC | 22.22K | Mar 31, 26 | -4.05K | 0.00% |
| Apollon Wealth Management, LLC | 21.27K | Mar 31, 26 | +4.10K | 0.00% |
| BAILARD, INC. | 20.98K | Mar 31, 26 | -280 | 0.00% |
| Keystone Financial Group | 20.58K | Mar 31, 26 | -- | 0.00% |
| REXFORD CAPITAL INC | 20.52K | Mar 31, 26 | -- | 0.00% |
| Wallace Capital Management Inc. | 20.21K | Mar 31, 26 | -4.34K | 0.00% |
| South Shore Capital Advisors | 20.14K | Mar 31, 26 | +20.14K | 0.00% |
| MAI Capital Management | 19.68K | Mar 31, 26 | +1.36K | 0.00% |
| COMMERCE BANK | 19.68K | Mar 31, 26 | +8.00K | 0.00% |
| STATE STREET CORP | 19.56K | Mar 31, 26 | -- | 0.00% |
| Greenwich Wealth Management LLC | 19.55K | Mar 31, 26 | -- | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19.43K | Mar 31, 26 | -413 | 0.00% |
| OLD NATIONAL BANCORP /IN/ | 19.42K | Mar 31, 26 | -603 | 0.00% |
| Golden State Equity Partners | 19.34K | Mar 31, 26 | +749 | 0.00% |
| New Republic Capital, LLC | 18.95K | Mar 31, 26 | -14.53K | 0.00% |
| D.A. DAVIDSON & CO. | 18.60K | Mar 31, 26 | +299 | 0.00% |
| PFG Investments, LLC | 18.47K | Mar 31, 26 | -1.60K | 0.00% |
| EWA, LLC | 18.17K | Mar 31, 26 | -1.00K | 0.00% |
| Invesco Ltd. | 17.88K | Mar 31, 26 | -3.48K | 0.00% |
| Snowden Capital Advisors LLC | 17.49K | Mar 31, 26 | -2.25K | 0.00% |
| RIVERBRIDGE PARTNERS LLC | 17.48K | Mar 31, 26 | -- | 0.00% |
| Venturi Wealth Management, LLC | 17.29K | Mar 31, 26 | +4.24K | 0.00% |
| AE Wealth Management LLC | 17.21K | Mar 31, 26 | -1.10K | 0.00% |
| Yoffe Investment Management, LLC | 17.07K | Mar 31, 26 | -- | 0.00% |
| Choate Investment Advisors | 17.02K | Mar 31, 26 | +10 | 0.00% |
| SEEDS INVESTOR LLC | 16.91K | Mar 31, 26 | -4.03K | 0.00% |
| PDS Planning, Inc | 16.65K | Mar 31, 26 | -- | 0.00% |
| Quotient Wealth Partners, LLC | 16.41K | Mar 31, 26 | +1.20K | 0.00% |
| SAGE RHINO CAPITAL LLC | 16.36K | Mar 31, 26 | +747 | 0.00% |
| GTS SECURITIES LLC | 16.18K | Mar 31, 26 | +16.18K | 0.00% |
| Drucker Wealth 3.0, LLC | 16.16K | Mar 31, 26 | +659 | 0.00% |
| IHT Wealth Management, LLC | 16.11K | Mar 31, 26 | -98 | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 16.09K | Mar 31, 26 | +16.09K | 0.00% |
| Ameritas Advisory Services, LLC | 16.07K | Mar 31, 26 | +92 | 0.00% |
| PERSONAL CFO SOLUTIONS, LLC | 15.67K | Mar 31, 26 | +1.62K | 0.00% |
| DIMENSION CAPITAL MANAGEMENT LLC | 15.53K | Mar 31, 26 | -- | 0.00% |
| Keebeck Wealth Management, LLC | 15.35K | Mar 31, 26 | +15.35K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 15.23K | Mar 31, 26 | +7.25K | 0.00% |
| SAGESPRING WEALTH PARTNERS, LLC | 14.92K | Mar 31, 26 | +1.86K | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 14.88K | Mar 31, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 14.82K | Mar 31, 26 | +9.12K | 0.00% |
| Allworth Financial LP | 14.58K | Mar 31, 26 | +1.72K | 0.00% |
| FIRST NATIONAL BANK OF OMAHA | 14.33K | Mar 31, 26 | -3.46K | 0.00% |
| Hilltop National Bank | 13.90K | Mar 31, 26 | +777 | 0.00% |
| Checchi Capital Advisers, LLC | 13.88K | Mar 31, 26 | -650 | 0.00% |
| Federation des caisses Desjardins du Quebec | 13.66K | Mar 31, 26 | -2.28K | 0.00% |
| Tanager Wealth Management LLP | 13.60K | Mar 31, 26 | +13.60K | 0.00% |
| MOODY NATIONAL BANK TRUST DIVISION | 13.46K | Mar 31, 26 | +13.46K | 0.00% |
| HANCOCK WHITNEY CORP | 13.40K | Mar 31, 26 | +1.09K | 0.00% |
| Gibbs Wealth Management | 13.37K | Mar 31, 26 | +13.37K | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 13.34K | Mar 31, 26 | -- | 0.00% |
| West Family Investments, Inc. | 13.26K | Mar 31, 26 | -221 | 0.00% |
| UMB Bank, n.a. | 13.25K | Mar 31, 26 | +509 | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 13.07K | Mar 31, 26 | +13.07K | 0.00% |
| GABELLI FUNDS LLC | 13.00K | Mar 31, 26 | -- | 0.00% |
| Miracle Mile Advisors, LLC | 12.98K | Mar 31, 26 | +1.71K | 0.00% |
| Savvy Advisors, Inc. | 12.96K | Mar 31, 26 | +12.96K | 0.00% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 12.90K | Mar 31, 26 | -591 | 0.00% |
| Aprio Wealth Management, LLC | 12.85K | Mar 31, 26 | +12.85K | 0.00% |
| Moors & Cabot, Inc. | 12.76K | Mar 31, 26 | -3.58K | 0.00% |
| Walleye Capital LLC | 12.58K | Mar 31, 26 | +12.58K | 0.00% |
| Holistic Financial Partners | 12.56K | Mar 31, 26 | +1.38K | 0.00% |
| R Squared Ltd | 12.47K | Mar 31, 26 | -27.10K | 0.00% |
| Ballew Advisors, Inc | 12.41K | Mar 31, 26 | -- | 0.00% |
| PharVision Advisers, LLC | 12.30K | Mar 31, 26 | +12.30K | 0.00% |
| Larson Financial Group LLC | 12.22K | Mar 31, 26 | +927 | 0.00% |
| Cromwell Holdings LLC | 12.06K | Mar 31, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 12.00K | Mar 31, 26 | -94 | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 12.00K | Mar 31, 26 | -- | 0.00% |
| Abel Hall, LLC | 11.94K | Mar 31, 26 | +11.94K | 0.00% |
| Cornerstone Wealth Management, LLC | 11.91K | Mar 31, 26 | -259 | 0.00% |
| Greenspring Advisors, LLC | 11.75K | Mar 31, 26 | +11.75K | 0.00% |
| AlphaCore Capital LLC | 11.66K | Mar 31, 26 | -23.60K | 0.00% |
| Marotta Asset Management | 11.63K | Mar 31, 26 | -9 | 0.00% |
| Nicholas Hoffman & Company, LLC. | 11.62K | Mar 31, 26 | -35 | 0.00% |
| Integrated Wealth Concepts LLC | 11.53K | Mar 31, 26 | +11.53K | 0.00% |
| Perigon Wealth Management, LLC | 11.51K | Mar 31, 26 | +862 | 0.00% |
| Tepp RIA, LLC | 11.49K | Mar 31, 26 | +11.49K | 0.00% |
| Leo Wealth, LLC | 11.29K | Mar 31, 26 | +296 | 0.00% |
| Fundamentum, LLC | 11.26K | Mar 31, 26 | -1.06K | 0.00% |
| Prospect Financial Group LLC | 11.12K | Mar 31, 26 | -1.54K | 0.00% |
| Fiduciary Alliance LLC | 11.08K | Mar 31, 26 | -600 | 0.00% |
| Summit Financial, LLC | 11.01K | Mar 31, 26 | +982 | 0.00% |
| Aureus Asset Management, LLC | 11.00K | Mar 31, 26 | -- | 0.00% |
| TCG Advisory Services, LLC | 10.93K | Mar 31, 26 | +10.93K | 0.00% |
| Atala Financial Inc | 10.87K | Mar 31, 26 | -- | 0.00% |
| VestGen Advisors, LLC | 10.75K | Mar 31, 26 | +10.75K | 0.00% |
| Park Place Capital Corp | 10.56K | Mar 31, 26 | -- | 0.00% |
| Scientech Research LLC | 10.41K | Mar 31, 26 | +10.41K | 0.00% |
| McAdam, LLC | 10.35K | Mar 31, 26 | -3.34K | 0.00% |
| Modern Wealth Management, LLC | 10.20K | Mar 31, 26 | +10.20K | 0.00% |
| NWF Advisory Services Inc. | 10.19K | Mar 31, 26 | +10.19K | 0.00% |
| Stratos Wealth Partners, LTD. | 10.13K | Mar 31, 26 | -1.08K | 0.00% |
| Gryphon Financial Partners LLC | 10.09K | Mar 31, 26 | +10.09K | 0.00% |
| B. Riley Wealth Advisors, Inc. | 10.08K | Mar 31, 26 | -395 | 0.00% |
| Endowment Wealth Management, Inc. | 10.06K | Mar 31, 26 | -147 | 0.00% |
| Golden State Wealth Management, LLC | 9.65K | Mar 31, 26 | +2.41K | 0.00% |
| Bollard Group LLC | 9.21K | Mar 31, 26 | -14.07K | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 9.11K | Mar 31, 26 | +9.11K | 0.00% |
| SIMPLEX TRADING, LLC | 8.92K | Mar 31, 26 | +1.12K | 0.00% |
| PRIVATE TRUST CO NA | 8.64K | Mar 31, 26 | -16 | 0.00% |
| Aviso Financial Inc. | 8.47K | Mar 31, 26 | +6.87K | 0.00% |
| CENTRAL TRUST Co | 7.90K | Mar 31, 26 | +567 | 0.00% |
| BRYN MAWR TRUST Co | 7.57K | Mar 31, 26 | +98 | 0.00% |
| Pinnacle Bancorp, Inc. | 7.43K | Mar 31, 26 | -- | 0.00% |
| TSFG, LLC | 6.87K | Mar 31, 26 | -- | 0.00% |
| ASSETMARK, INC | 6.49K | Mar 31, 26 | +530 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 6.18K | Mar 31, 26 | -1.10K | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | 6.16K | Mar 31, 26 | +469 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 6.03K | Mar 31, 26 | -11.82K | 0.00% |
| AdvisorNet Financial, Inc | 5.97K | Mar 31, 26 | -126 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 5.88K | Mar 31, 26 | +5.02K | 0.00% |
| MATHER GROUP, LLC. | 5.66K | Mar 31, 26 | +5.66K | 0.00% |
| HUNTINGTON NATIONAL BANK | 5.63K | Mar 31, 26 | +4.48K | 0.00% |
| Parkside Financial Bank & Trust | 5.18K | Mar 31, 26 | +2.33K | 0.00% |
| IFP Advisors, Inc | 4.75K | Mar 31, 26 | +946 | 0.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4.63K | Mar 31, 26 | -855 | 0.00% |
| Ancora Advisors, LLC | 4.55K | Mar 31, 26 | -561 | 0.00% |
| FIL Ltd | 4.54K | Mar 31, 26 | -97 | 0.00% |
| Washington Trust Advisors, Inc. | 4.16K | Mar 31, 26 | -- | 0.00% |
| Spire Wealth Management | 4.01K | Mar 31, 26 | -135 | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 3.97K | Mar 31, 26 | -- | 0.00% |
| GW&K Investment Management, LLC | 3.87K | Mar 31, 26 | +369 | 0.00% |
| Atlantic Union Bankshares Corp | 3.72K | Mar 31, 26 | -2.54K | 0.00% |
| Addison Advisors LLC | 3.62K | Mar 31, 26 | -40 | 0.00% |
| BARRETT & COMPANY, INC. | 3.50K | Mar 31, 26 | -- | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 3.46K | Mar 31, 26 | +3.46K | 0.00% |
| Opal Wealth Advisors, LLC | 3.43K | Mar 31, 26 | +3.43K | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 3.41K | Mar 31, 26 | +241 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 3.20K | Mar 31, 26 | -375 | 0.00% |
| Citizens National Bank Trust Department | 3.01K | Mar 31, 26 | -262 | 0.00% |
| Grove Bank & Trust | 3.01K | Mar 31, 26 | -- | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 3.00K | Mar 31, 26 | +2.40K | 0.00% |
| SRS Capital Advisors, Inc. | 2.93K | Mar 31, 26 | -5.76K | 0.00% |
| Transamerica Financial Advisors, Inc. | 2.81K | Mar 31, 26 | +1.76K | 0.00% |
| Sound Income Strategies, LLC | 2.73K | Mar 31, 26 | +687 | 0.00% |
| City State Bank | 2.48K | Mar 31, 26 | -275 | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.42K | Mar 31, 26 | -300 | 0.00% |
| HM PAYSON & CO | 2.41K | Mar 31, 26 | +600 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 2.40K | Mar 31, 26 | -167 | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 2.38K | Mar 31, 26 | -- | 0.00% |
| EASTERN BANK | 2.23K | Mar 31, 26 | -600 | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 2.07K | Mar 31, 26 | -- | 0.00% |
| Graney & King, LLC | 2.00K | Mar 31, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 2.00K | Mar 31, 26 | -- | 0.00% |
| Measured Wealth Private Client Group, LLC | 2.00K | Mar 31, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 1.94K | Mar 31, 26 | +113 | 0.00% |
| Operose Advisors LLC | 1.84K | Mar 31, 26 | +1.84K | 0.00% |
| LRI Investments, LLC | 1.82K | Mar 31, 26 | +710 | 0.00% |
| Salomon & Ludwin, LLC | 1.79K | Mar 31, 26 | -5 | 0.00% |
| Smithfield Trust Co | 1.73K | Mar 31, 26 | -- | 0.00% |
| West Branch Capital LLC | 1.71K | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 1.66K | Mar 31, 26 | -339 | 0.00% |
| North Star Investment Management Corp. | 1.51K | Mar 31, 26 | +42 | 0.00% |
| Cornerstone Planning Group LLC | 1.45K | Mar 31, 26 | -53 | 0.00% |
| CoreCap Advisors, LLC | 1.41K | Mar 31, 26 | -- | 0.00% |
| E Fund Management (Hong Kong) Co., Ltd. | 1.40K | Mar 31, 26 | +1.40K | 0.00% |
| Costello Asset Management, INC | 1.40K | Mar 31, 26 | -- | 0.00% |
| Coston, McIsaac & Partners | 1.37K | Mar 31, 26 | -- | 0.00% |
| UNION SAVINGS BANK | 1.33K | Mar 31, 26 | -- | 0.00% |
| Bruce G. Allen Investments, LLC | 1.32K | Mar 31, 26 | +466 | 0.00% |
| First Command Advisory Services, Inc. | 1.30K | Mar 31, 26 | +656 | 0.00% |
| Glen Eagle Advisors, LLC | 1.28K | Mar 31, 26 | -- | 0.00% |
| Bare Financial Services, Inc | 1.24K | Mar 31, 26 | +1.05K | 0.00% |
| DEUTSCHE BANK AG\ | 1.24K | Mar 31, 26 | +391 | 0.00% |
| Independence Bank of Kentucky | 1.23K | Mar 31, 26 | -164 | 0.00% |
| Roble, Belko & Company, Inc | 1.18K | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 1.10K | Mar 31, 26 | +828 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 1.10K | Mar 31, 26 | +102 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.10K | Mar 31, 26 | -577 | 0.00% |
| Rosenberg Matthew Hamilton | 1.09K | Mar 31, 26 | -- | 0.00% |
| Hanson & Doremus Investment Management | 1.04K | Mar 31, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 1.02K | Mar 31, 26 | +20 | 0.00% |
| Dunhill Financial, LLC | 1.01K | Mar 31, 26 | -- | 0.00% |
| Clean Yield Group | 1.00K | Mar 31, 26 | -- | 0.00% |
| Key FInancial Inc | 1.00K | Mar 31, 26 | -64 | 0.00% |
| MTM Investment Management, LLC | 989 | Mar 31, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 987 | Mar 31, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 978 | Mar 31, 26 | -31 | 0.00% |
| Evelyn Partners Asset Management Ltd | 971 | Mar 31, 26 | -- | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 970 | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 962 | Mar 31, 26 | -700 | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 950 | Mar 31, 26 | -- | 0.00% |
| Princeton Global Asset Management LLC | 950 | Mar 31, 26 | -- | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 927 | Mar 31, 26 | +78 | 0.00% |
| Fairman Group, LLC | 927 | Mar 31, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 916 | Mar 31, 26 | -- | 0.00% |
| CX Institutional | 915 | Mar 31, 26 | -- | 0.00% |
| CNB Bank | 910 | Mar 31, 26 | -- | 0.00% |
| GROUP ONE TRADING, L.P. | 900 | Mar 31, 26 | +500 | 0.00% |
| Archer Investment Corp | 890 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 882 | Mar 31, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 864 | Mar 31, 26 | +75 | 0.00% |
| Arlington Trust Co LLC | 820 | Mar 31, 26 | +420 | 0.00% |
| Westside Investment Management, Inc. | 818 | Mar 31, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 800 | Mar 31, 26 | +800 | 0.00% |
| SITTNER & NELSON, LLC | 781 | Mar 31, 26 | -- | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 773 | Mar 31, 26 | -- | 0.00% |
| Financial Connections Group, Inc. | 741 | Mar 31, 26 | -- | 0.00% |
| Vanguard National Trust Co | 738 | Mar 31, 26 | +738 | 0.00% |
| DT Investment Partners, LLC | 730 | Mar 31, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 705 | Mar 31, 26 | -334 | 0.00% |
| Piscataqua Savings Bank | 682 | Mar 31, 26 | -- | 0.00% |
| Stone House Investment Management, LLC | 663 | Mar 31, 26 | +324 | 0.00% |
| Bell Investment Advisors, Inc | 660 | Mar 31, 26 | +334 | 0.00% |
| Physician Wealth Advisors, Inc. | 638 | Mar 31, 26 | +45 | 0.00% |
| Cranbrook Wealth Management, LLC | 636 | Mar 31, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 628 | Mar 31, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 592 | Mar 31, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 587 | Mar 31, 26 | +26 | 0.00% |
| True Wealth Design, LLC | 584 | Mar 31, 26 | -126 | 0.00% |
| Whipplewood Advisors, LLC | 576 | Mar 31, 26 | +576 | 0.00% |
| ST GERMAIN D J CO INC | 551 | Mar 31, 26 | -- | 0.00% |
| Destiny Wealth Partners, LLC | 521 | Mar 31, 26 | +521 | 0.00% |
| Colonial Trust Advisors | 519 | Mar 31, 26 | -- | 0.00% |
| MCF Advisors LLC | 480 | Mar 31, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 458 | Mar 31, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 445 | Mar 31, 26 | -372.81K | 0.00% |
| Community Financial Services Group, LLC | 443 | Mar 31, 26 | +443 | 0.00% |
| GHP Investment Advisors, Inc. | 441 | Mar 31, 26 | +66 | 0.00% |
| Cassaday & Co Wealth Management LLC | 414 | Mar 31, 26 | +414 | 0.00% |
| MOTCO | 408 | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 400 | Mar 31, 26 | -- | 0.00% |
| Retirement Wealth Solutions LLC | 393 | Mar 31, 26 | +225 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 393 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 375 | Mar 31, 26 | -- | 0.00% |
| WEBSTER BANK, N. A. | 348 | Mar 31, 26 | -- | 0.00% |
| HighMark Wealth Management LLC | 346 | Mar 31, 26 | +48 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 317 | Mar 31, 26 | -- | 0.00% |
| Trust Co | 308 | Mar 31, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 300 | Mar 31, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| WealthCollab, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| CGC Financial Services, LLC | 293 | Mar 31, 26 | +1 | 0.00% |
| Truvestments Capital LLC | 291 | Mar 31, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 286 | Mar 31, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 284 | Mar 31, 26 | -12 | 0.00% |
| Beaird Harris Wealth Management, LLC | 282 | Mar 31, 26 | -39 | 0.00% |
| Accordant Advisory Group Inc | 280 | Mar 31, 26 | +280 | 0.00% |
| Burk Holdings LLC | 275 | Mar 31, 26 | +275 | 0.00% |
| Abound Wealth Management | 262 | Mar 31, 26 | +236 | 0.00% |
| Scarborough Advisors, LLC | 251 | Mar 31, 26 | +251 | 0.00% |
| Union Bancaire Privee, UBP SA | 250 | Mar 31, 26 | -- | 0.00% |
| Capital Analysts, LLC | 249 | Mar 31, 26 | -- | 0.00% |
| Caitong International Asset Management Co., Ltd | 237 | Mar 31, 26 | -3.96K | 0.00% |
| Navigoe, LLC | 233 | Mar 31, 26 | -1.23K | 0.00% |
| Private Wealth Asset Management, LLC | 230 | Mar 31, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 229 | Mar 31, 26 | +229 | 0.00% |
| Mosley Wealth Management | 226 | Mar 31, 26 | +226 | 0.00% |
| CVA Family Office, LLC | 225 | Mar 31, 26 | +100 | 0.00% |
| Raleigh Capital Management Inc. | 224 | Mar 31, 26 | +224 | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 211 | Mar 31, 26 | -- | 0.00% |
| YANKCOM Partnership | 210 | Mar 31, 26 | -- | 0.00% |
| First Pacific Financial | 204 | Mar 31, 26 | +204 | 0.00% |
| Harbor Asset Planning, Inc. | 200 | Mar 31, 26 | -- | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 190 | Mar 31, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 177 | Mar 31, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 175 | Mar 31, 26 | -- | 0.00% |
| Bank & Trust Co | 163 | Mar 31, 26 | -- | 0.00% |
| Pacific Center for Financial Services | 144 | Mar 31, 26 | -- | 0.00% |
| TD Capital Management LLC | 140 | Mar 31, 26 | -- | 0.00% |
| Newbridge Financial Services Group, Inc. | 126 | Mar 31, 26 | -59 | 0.00% |
| Corsicana & Co. | 125 | Mar 31, 26 | -- | 0.00% |
| MBM Wealth Consultants, LLC | 122 | Mar 31, 26 | +122 | 0.00% |
| Tower Research Capital LLC (TRC) | 115 | Mar 31, 26 | -60.55K | 0.00% |
| Cherry Tree Wealth Management, LLC | 111 | Mar 31, 26 | -400 | 0.00% |
| Prestige Wealth Management Group LLC | 100 | Mar 31, 26 | -- | 0.00% |
| Pflug Koory, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 100 | Mar 31, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 100 | Mar 31, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| Aspect Partners, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| PEOPLES FINANCIAL SERVICES CORP. | 100 | Mar 31, 26 | -- | 0.00% |
| Avion Wealth | 100 | Mar 31, 26 | -- | 0.00% |
| Kilter Group LLC | 93 | Mar 31, 26 | -31 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 92 | Mar 31, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 80 | Mar 31, 26 | +80 | 0.00% |
| Manchester Capital Management LLC | 79 | Mar 31, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 78 | Mar 31, 26 | -- | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 74 | Mar 31, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 73 | Mar 31, 26 | -- | 0.00% |
| Centennial Bank/AR/ | 71 | Mar 31, 26 | -- | 0.00% |
| FIRST UNITED BANK & TRUST | 70 | Mar 31, 26 | +70 | 0.00% |
| WPG Advisers, LLC | 70 | Mar 31, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 59 | Mar 31, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 56 | Mar 31, 26 | -- | 0.00% |
| PITTENGER & ANDERSON INC | 53 | Mar 31, 26 | -- | 0.00% |
| Prudent Man Investment Management, Inc. | 50 | Mar 31, 26 | -- | 0.00% |
| HOEY INVESTMENTS, INC | 46 | Mar 31, 26 | -- | 0.00% |
| Holos Integrated Wealth LLC | 40 | Mar 31, 26 | -- | 0.00% |
| ROSS\JOHNSON & Associates LLC | 30 | Mar 31, 26 | -- | 0.00% |
| Anfield Capital Management, LLC | 20 | Mar 31, 26 | -- | 0.00% |
| Triumph Capital Management | 18 | Mar 31, 26 | +18 | 0.00% |
| POM Investment Strategies, LLC | 10 | Mar 31, 26 | -5 | 0.00% |
| Darwin Wealth Management, LLC | 5 | Mar 31, 26 | +5 | 0.00% |
| Ameritas Investment Partners, Inc. | 1 | Mar 31, 26 | +1 | 0.00% |
| Morse Asset Management, Inc | 1 | Mar 31, 26 | -- | 0.00% |
| Elyxium Wealth, LLC | -- | Mar 31, 26 | -439 | -- |
| Schonfeld Strategic Advisors LLC | -- | Mar 31, 26 | -766.20K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -650 | -- |
| Nova Wealth Management, Inc. | -- | Mar 31, 26 | -396 | -- |
| a16z Perennial Management, L.P. | -- | Mar 31, 26 | -10.10K | -- |
| MANE GLOBAL CAPITAL MANAGEMENT LP | -- | Mar 31, 26 | -30.80K | -- |
| Steigerwald, Gordon & Koch Inc. | -- | Mar 31, 26 | -807 | -- |
| Essex Savings Bank | -- | Mar 31, 26 | -13.29K | -- |
| HighPoint Advisor Group LLC | -- | Mar 31, 26 | -54.21K | -- |
| Mesirow Financial Investment Management, Inc. | -- | Mar 31, 26 | -10.38K | -- |
| Caprock Group, LLC | -- | Mar 31, 26 | -52.70K | -- |
| Vermillion & White Wealth Management Group, LLC | -- | Mar 31, 26 | -737 | -- |
| TCTC Holdings, LLC | -- | Mar 31, 26 | -1.02K | -- |
| Farringdon Capital, Ltd. | -- | Mar 31, 26 | -539.64K | -- |
| NATIXIS | -- | Mar 31, 26 | -1 | -- |
| TORONTO DOMINION BANK | -- | Mar 31, 26 | -4.35K | -- |
| DRW Securities, LLC | -- | Mar 31, 26 | -445.06K | -- |
| NewEdge Advisors, LLC | -- | Mar 31, 26 | -125.41K | -- |
| Optiver Holding B.V. | -- | Mar 31, 26 | -1.20M | -- |
| PROATHLETE WEALTH MANAGEMENT LLC | -- | Mar 31, 26 | -81 | -- |
| Navalign, LLC | -- | Mar 31, 26 | -305 | -- |
| CALTON & ASSOCIATES, INC. | -- | Mar 31, 26 | -11.37K | -- |
| West Financial Advisors, LLC | -- | Mar 31, 26 | -170 | -- |
| CHILTON INVESTMENT CO INC. | -- | Mar 31, 26 | -27.00K | -- |
| Creative Capital Management Investments LLC | -- | Mar 31, 26 | -25 | -- |
| LMR Partners LLP | -- | Mar 31, 26 | -900.00K | -- |
| Garner Asset Management Corp | -- | Mar 31, 26 | -350 | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Mar 31, 26 | -200 | -- |
| Sage Mountain Advisors LLC | -- | Mar 31, 26 | -11.41K | -- |
| BOK Financial Private Wealth, Inc. | -- | Mar 31, 26 | -2.00K | -- |
| Wealthspire Advisors, LLC | -- | Mar 31, 26 | -14.05K | -- |
| Commonwealth Retirement Investments LLC | -- | Mar 31, 26 | -66 | -- |
| ExodusPoint Capital Management, LP | -- | Mar 31, 26 | -47.36K | -- |
| Johnson Financial Group, Inc. | -- | Mar 31, 26 | -266 | -- |
| AMERICAN NATIONAL BANK | -- | Mar 31, 26 | -378 | -- |
| IMG Wealth Management, Inc. | -- | Mar 31, 26 | -1.13K | -- |
| BANK OF NOVA SCOTIA | -- | Mar 31, 26 | -18.41K | -- |
| Magnetar Financial LLC | -- | Mar 31, 26 | -10.62K | -- |
| SouthState Corp | -- | Mar 31, 26 | -533 | -- |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Mar 31, 26 | -665.63K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -17.88K | -- |
| EXCALIBUR MANAGEMENT CORP | -- | Mar 31, 26 | -10.06K | -- |
| Heathbridge Capital Management Ltd. | -- | Mar 31, 26 | -1.05M | -- |
| Forum Financial Management, LP | -- | Mar 31, 26 | -32.18K | -- |
| Minot DeBlois Advisors LLC | -- | Mar 31, 26 | -100 | -- |
| Old Port Advisors | -- | Mar 31, 26 | -10.60K | -- |
| Community Bank, N.A. | -- | Mar 31, 26 | -241 | -- |
| SG Americas Securities, LLC | -- | Mar 31, 26 | -521.54K | -- |
| Wealth Watch Advisors, INC | -- | Mar 31, 26 | -920 | -- |
| Aquatic Capital Management LLC | -- | Mar 31, 26 | -87.49K | -- |
| EXCHANGE TRADED CONCEPTS, LLC | -- | Mar 31, 26 | -16 | -- |
| Laurel Wealth Advisors LLC | -- | Mar 31, 26 | -956 | -- |
| Sivia Capital Partners, LLC | -- | Mar 31, 26 | -11.04K | -- |
| Bain Capital Public Equity, LP | -- | Mar 31, 26 | -12.14K | -- |
| Busey Wealth Management | -- | Mar 31, 26 | -12.64K | -- |
| Procyon Advisors, LLC | -- | Mar 31, 26 | -12.48K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Mar 31, 26 | -40.83K | -- |
| NORGES BANK | 16.18M | Dec 31, 25 | +16.18M | 0.36% |
| GAM Holding AG | 594.41K | Dec 31, 25 | -12.26K | 0.01% |
| JTC Employer Solutions Trustee Ltd | 282.50K | Dec 31, 25 | -429.73K | 0.01% |
| Altshuler Shaham Ltd | 100.00K | Dec 31, 25 | -7.84M | 0.00% |
| GLENMEDE TRUST CO NA | 69.08K | Dec 31, 25 | +69.08K | 0.00% |
| Clarius Group, LLC | 44.29K | Dec 31, 25 | +44.29K | 0.00% |
| Global Retirement Partners, LLC | 19.05K | Dec 31, 25 | +6.31K | 0.00% |
| Keel Point, LLC | 18.34K | Dec 31, 25 | +4.41K | 0.00% |
| Allen Capital Group, LLC | 11.90K | Dec 31, 25 | +11.90K | 0.00% |
| CIBC Private Wealth Group, LLC | 10.04K | Dec 31, 25 | -7.86K | 0.00% |
| SageView Advisory Group, LLC | 5.42K | Dec 31, 25 | +5.42K | 0.00% |
| Ransom Advisory, Ltd | 3.82K | Dec 31, 25 | +819 | 0.00% |
| Stephens Consulting, LLC | 2.21K | Dec 31, 25 | +2.00K | 0.00% |
| SOA Wealth Advisors, LLC. | 1.33K | Dec 31, 25 | -1.77K | 0.00% |
| TRUST CO OF VERMONT | 563 | Dec 31, 25 | +363 | 0.00% |
| Nalls Sherbakoff Group, LLC | 404 | Dec 31, 25 | +291 | 0.00% |
| Sunbelt Securities, Inc. | 375 | Dec 31, 25 | -- | 0.00% |
| Asset Dedication, LLC | 356 | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | 221 | Dec 31, 25 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 214 | Dec 31, 25 | +10 | 0.00% |
| Heritage Wealth Advisors | 123 | Dec 31, 25 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 25 | Dec 31, 25 | +25 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -767 | -- |
| Cubist Systematic Strategies, LLC | 1.23M | Sep 30, 25 | +161.32K | 0.03% |
| Jarislowsky, Fraser Ltd | 821.01K | Sep 30, 25 | +90.90K | 0.02% |
| SYNOVUS FINANCIAL CORP | 468.08K | Sep 30, 25 | -35.92K | 0.01% |
| PITCAIRN CO | 178.50K | Sep 30, 25 | -100.88K | 0.00% |
| Glenmede Investment Management, LP | 69.86K | Sep 30, 25 | -5.76K | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 58.44K | Sep 30, 25 | -13.68K | 0.00% |
| Stonegate Investment Group, LLC | 57.13K | Sep 30, 25 | +6.29K | 0.00% |
| COUNTRY CLUB BANK /GFN | 19.62K | Sep 30, 25 | +4.15K | 0.00% |
| Hemington Wealth Management | 5.40K | Sep 30, 25 | +62 | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 500 | Sep 30, 25 | -- | 0.00% |
| FSA Wealth Management LLC | 128 | Sep 30, 25 | -- | 0.00% |
| AllSquare Wealth Management LLC | 100 | Sep 30, 25 | -- | 0.00% |
| Gitterman Wealth Management, LLC | -- | Sep 30, 25 | -3.80K | -- |
| Point72 Asia (Singapore) Pte. Ltd. | -- | Sep 30, 25 | -4.47K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 59.24K | Jun 30, 25 | -3.33K | 0.00% |
| Atria Wealth Solutions, Inc. | 44.39K | Jun 30, 25 | -510 | 0.00% |
| Congress Wealth Management LLC / DE / | 25.07K | Jun 30, 25 | +2.60K | 0.00% |
| First Horizon Advisors, Inc. | 17.55K | Jun 30, 25 | +1.30K | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 523 | Jun 30, 25 | +523 | 0.00% |
| Centricity Wealth Management, LLC | 450 | Jun 30, 25 | +5 | 0.00% |
| Orion Portfolio Solutions, LLC | 298.04K | Mar 31, 25 | -81.13K | 0.01% |
| Schechter Investment Advisors, LLC | 60.82K | Mar 31, 25 | -1.35K | 0.00% |
| Callan Capital, LLC | 46.05K | Mar 31, 25 | +9.78K | 0.00% |
| Marcum Wealth, LLC | 23.91K | Mar 31, 25 | -808 | 0.00% |
| Lindbrook Capital, LLC | 9.35K | Mar 31, 25 | -5 | 0.00% |
| Sandy Spring Bank | 957 | Mar 31, 25 | -825 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 304 | Mar 31, 25 | -- | 0.00% |
| Nuveen Asset Management, LLC | 5.00M | Dec 31, 24 | +12.35K | 0.11% |
| LAKE STREET ADVISORS GROUP, LLC | 17.55K | Dec 31, 24 | -4.85K | 0.00% |
| Zions Bancorporation, N.A. | 796 | Dec 31, 24 | -259 | 0.00% |
| Sanctuary Wealth Management, L.L.C. | 695 | Dec 31, 24 | -- | 0.00% |
| RE Dickinson Investment Advisors, LLC | 7 | Dec 31, 24 | +7 | 0.00% |
| WINTRUST INVESTMENTS LLC | -- | Dec 31, 24 | -2.54K | -- |
| Bison Wealth, LLC | -- | Dec 31, 24 | -11.14K | -- |
| WR Wealth Planners, LLC | -- | Dec 31, 24 | -140 | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -682 | -- |
| RAYMOND JAMES & ASSOCIATES | 3.84M | Sep 30, 24 | -182.44K | 0.09% |
| CHARTWELL INVESTMENT PARTNERS, LLC | 475.42K | Sep 30, 24 | +246.59K | 0.01% |
| SEVEN EIGHT CAPITAL, LP | 109.38K | Sep 30, 24 | +109.38K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 106.75K | Sep 30, 24 | -6.24K | 0.00% |
| RAYMOND JAMES TRUST N.A. | 49.17K | Sep 30, 24 | -2.25K | 0.00% |
| First Trust Direct Indexing L.P. | 46.70K | Sep 30, 24 | +8.32K | 0.00% |
| COWEN AND COMPANY, LLC | 25.00K | Sep 30, 24 | +25.00K | 0.00% |
| GYL FINANCIAL SYNERGIES, LLC | 24.72K | Sep 30, 24 | -17.40K | 0.00% |
| FinTrust Capital Advisors, LLC | 3.63K | Sep 30, 24 | +107 | 0.00% |
| Planning Capital Management Corp | 1.63K | Sep 30, 24 | -- | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 500 | Sep 30, 24 | +500 | 0.00% |
| Annapolis Financial Services, LLC | 63 | Sep 30, 24 | +63 | 0.00% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -23.79K | -- |
| BlackRock Inc. | 2.54M | Jun 30, 24 | -51.19K | 0.06% |
| HERITAGE WEALTH MANAGEMENT, LLC | 84.80K | Jun 30, 24 | -8.47K | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 49.38K | Jun 30, 24 | +7.03K | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 20.50K | Jun 30, 24 | -149 | 0.00% |
| Arden Trust Co | 17.34K | Jun 30, 24 | -4.53K | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 11.59K | Jun 30, 24 | +798 | 0.00% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2.78K | Jun 30, 24 | +296 | 0.00% |
| ICA Group Wealth Management, LLC | 260 | Jun 30, 24 | -12 | 0.00% |
| Unique Wealth Strategies, LLC | 241 | Jun 30, 24 | +241 | 0.00% |
| EMFO, LLC | 100 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 101.57K | Mar 31, 24 | +4.91K | 0.00% |
| Cetera Advisors LLC | 81.99K | Mar 31, 24 | +68.86K | 0.00% |
| FirstPurpose Wealth LLC | 20.76K | Mar 31, 24 | +5.30K | 0.00% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 16.61K | Mar 31, 24 | -343 | 0.00% |
| InterOcean Capital Group, LLC | 10.15K | Mar 31, 24 | -101 | 0.00% |
| Highlander Capital Management, LLC | 966 | Mar 31, 24 | -- | 0.00% |
| CAMBRIDGE TRUST CO | 185 | Mar 31, 24 | -100 | 0.00% |
| Retirement Group, LLC | 50 | Mar 31, 24 | -- | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -600 | -- |
| Simplicity Solutions, LLC | 22.73K | Dec 31, 23 | +10.25K | 0.00% |
| DFPG INVESTMENTS, LLC | 17.81K | Dec 31, 23 | -1.55K | 0.00% |
| Bartlett & Co. LLC | 1.08K | Dec 31, 23 | -569 | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 147 | Dec 31, 23 | -- | 0.00% |
| Baystate Wealth Management LLC | 22 | Dec 31, 23 | -- | 0.00% |
| DB Wealth Management Group, LLC | -- | Dec 31, 23 | -55 | -- |
| ADVISOR PARTNERS II, LLC | 166.66K | Sep 30, 23 | -29.38K | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 117.91K | Sep 30, 23 | +19.00K | 0.00% |
| Icon Wealth Partners, LLC | 24.08K | Sep 30, 23 | -843 | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 23.80K | Sep 30, 23 | +23.80K | 0.00% |
| COMERICA SECURITIES,INC. | 17.98K | Sep 30, 23 | +4.06K | 0.00% |
| FOSTER DYKEMA CABOT & CO INC/MA | 1.45K | Sep 30, 23 | -- | 0.00% |
| Sutton Wealth Advisors Inc. | 852 | Sep 30, 23 | -58 | 0.00% |
| Johnson Midwest Financial, LLC | 470 | Sep 30, 23 | -- | 0.00% |
| Column Capital Advisors, LLC | 347 | Sep 30, 23 | +347 | 0.00% |
| PFS INVESTMENTS INC. | 595.21K | Jun 30, 23 | +137.47K | 0.01% |
| Veritable, L.P. | 10.69K | Jun 30, 23 | +359 | 0.00% |
| Kistler-Tiffany Companies, LLC | 4.14K | Jun 30, 23 | +782 | 0.00% |
| BDO Wealth Advisors, LLC | 2.91K | Jun 30, 23 | +617 | 0.00% |
| Endurance Wealth Management, Inc. | 734 | Jun 30, 23 | -- | 0.00% |
| BerganKDV Wealth Management, LLC | 700 | Jun 30, 23 | -275 | 0.00% |
| First Command Bank | 573 | Jun 30, 23 | -- | 0.00% |
| First Command Financial Services, Inc. | 573 | Jun 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 136 | Jun 30, 23 | -- | 0.00% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -200 | -- |
| Hitchwood Capital Management LP | 1.40M | Mar 31, 23 | -300.00K | 0.03% |
| HighTower Trust Company, N.A. | 33.15K | Mar 31, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 3.36K | Mar 31, 23 | +3.36K | 0.00% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 1.28K | Mar 31, 23 | +175 | 0.00% |
| Pendal Group Ltd | 117.00K | Dec 31, 22 | -3.50K | 0.00% |
| Integrity Advisory, LLC | 33.13K | Dec 31, 22 | +757 | 0.00% |
| Hotaling Investment Management, LLC | 17.50K | Dec 31, 22 | +17.50K | 0.00% |
| GAMBLE JONES INVESTMENT COUNSEL | 12.37K | Dec 31, 22 | -- | 0.00% |
| Burleson & Company, LLC | 458 | Dec 31, 22 | -- | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 27 | Dec 31, 22 | +27 | 0.00% |
| Foresight Wealth Management, LLC | -- | Dec 31, 22 | -23.63K | -- |
| Cribstone Capital Management, LLC | -- | Dec 31, 22 | -140 | -- |
| BOENNING & SCATTERGOOD, INC. | -- | Dec 31, 22 | -14.05K | -- |
| EATON VANCE MANAGEMENT | 80.12K | Sep 30, 22 | +80.12K | 0.00% |
| SIENA CAPITAL LLC | 46.80K | Sep 30, 22 | +46.80K | 0.00% |
| CPWM, LLC | 31.18K | Sep 30, 22 | +31.18K | 0.00% |
| American Portfolios Advisors | 16.76K | Sep 30, 22 | +16.76K | 0.00% |
| BLUESTEIN R H & CO LLC | 15.00K | Sep 30, 22 | +15.00K | 0.00% |
| ROOSEVELT INVESTMENT GROUP LLC | 12.86K | Sep 30, 22 | +12.86K | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 12.69K | Sep 30, 22 | +12.69K | 0.00% |
| FourThought Financial, LLC | 2.58K | Sep 30, 22 | +2.58K | 0.00% |
| Covington Capital Management | 1.02K | Sep 30, 22 | +1.02K | 0.00% |
| Strategic Asset Management, LLC | 736 | Sep 30, 22 | +736 | 0.00% |
| American Research & Management Co. | 478 | Sep 30, 22 | +478 | 0.00% |
| Surevest, LLC | 448 | Sep 30, 22 | +448 | 0.00% |
| KARLINSKI ANDREW C | 88 | Sep 30, 22 | +88 | 0.00% |