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

Institutional Ownership

Top 203 Institutional Holders

Holder	Shares	Date	Change	% Held
Mid-American Wealth Advisory Group, Inc.	463.78K	Jun 30, 26	-474.67K	1.22%
LITTLEJOHN FINANCIAL SERVICES, INC.	327.25K	Jun 30, 26	-270.70K	0.86%
EVERGREEN CAPITAL MANAGEMENT LLC	259.31K	Jun 30, 26	-48	0.68%
TABR Capital Management, LLC	249.86K	Jun 30, 26	+5.90K	0.66%
KESTRA PRIVATE WEALTH SERVICES, LLC	204.78K	Jun 30, 26	-80.10K	0.54%
Concurrent Investment Advisors, LLC	200.78K	Jun 30, 26	+200.78K	0.53%
Cambridge Investment Research Advisors, Inc.	197.18K	Jun 30, 26	-104.35K	0.52%
High Note Wealth, LLC	193.82K	Jun 30, 26	+7.39K	0.51%
Krilogy Financial LLC	164.50K	Jun 30, 26	+9.12K	0.43%
Sequoia Financial Advisors, LLC	159.85K	Jun 30, 26	-178.12K	0.42%
Private Advisor Group, LLC	129.44K	Jun 30, 26	-556.12K	0.34%
Straight Path Wealth Management	124.86K	Jun 30, 26	+6.68K	0.33%
PRIVATE CLIENT SERVICES, LLC	102.73K	Jun 30, 26	-315.54K	0.27%
Cornerstone Wealth Management, LLC	95.17K	Jun 30, 26	+1.66K	0.25%
Commonwealth Financial Services, LLC	91.65K	Jun 30, 26	-4.63K	0.24%
Sowell Financial Services LLC	86.11K	Jun 30, 26	+9.57K	0.23%
Brucke Financial, Inc.	83.62K	Jun 30, 26	-826	0.22%
Ironwood Financial, llc	77.25K	Jun 30, 26	-53.72K	0.20%
IFP Advisors, Inc	70.68K	Jun 30, 26	-6.45K	0.19%
Tempus Wealth Planning, LLC	64.69K	Jun 30, 26	-161.59K	0.17%
Cottage Street Advisors LLC	62.87K	Jun 30, 26	-5.54K	0.17%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	51.81K	Jun 30, 26	-2.01K	0.14%
Farther Finance Advisors, LLC	51.59K	Jun 30, 26	+31.30K	0.14%
Kestra Advisory Services, LLC	47.33K	Jun 30, 26	+12.87K	0.12%
Werba Rubin Papier Wealth Management	46.86K	Jun 30, 26	+222	0.12%
NWAM LLC	38.64K	Jun 30, 26	-4.18K	0.10%
REBALANCE, LLC	35.79K	Jun 30, 26	+612	0.09%
Koshinski Asset Management, Inc.	30.44K	Jun 30, 26	+220	0.08%
HM PAYSON & CO	30.20K	Jun 30, 26	--	0.08%
Klaas Financial Asset Advisors, LLC	29.94K	Jun 30, 26	+901	0.08%
Magnus Financial Group LLC	25.52K	Jun 30, 26	+1.87K	0.07%
Quad-Cities Investment Group, LLC	24.50K	Jun 30, 26	-14.58K	0.06%
Miracle Mile Advisors, LLC	19.37K	Jun 30, 26	+19.37K	0.05%
Focus Financial Network, Inc.	17.07K	Jun 30, 26	--	0.04%
Aprio Wealth Management, LLC	16.79K	Jun 30, 26	-1.89K	0.04%
Johnson Bixby & Associates, LLC	15.12K	Jun 30, 26	+94	0.04%
Mayflower Financial Advisors, LLC	13.99K	Jun 30, 26	--	0.04%
HOWLAND CAPITAL MANAGEMENT LLC	13.74K	Jun 30, 26	--	0.04%
Spire Wealth Management	13.72K	Jun 30, 26	+477	0.04%
Avidian Wealth Solutions, LLC	13.43K	Jun 30, 26	+58	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11.60K	Jun 30, 26	+369	0.03%
Prospera Financial Services Inc	11.40K	Jun 30, 26	+1.02K	0.03%
CREATIVE FINANCIAL DESIGNS INC /ADV	10.98K	Jun 30, 26	+54	0.03%
TRUIST FINANCIAL CORP	8.99K	Jun 30, 26	+8.99K	0.02%
North Star Investment Management Corp.	4.67K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	2.96K	Jun 30, 26	--	0.01%
Ronald Blue Trust, Inc.	2.86K	Jun 30, 26	+12	0.01%
TSFG, LLC	924	Jun 30, 26	+924	0.00%
SIGNATUREFD, LLC	621	Jun 30, 26	+621	0.00%
JFS WEALTH ADVISORS, LLC	320	Jun 30, 26	+320	0.00%
Moisand Fitzgerald Tamayo, LLC	1	Jun 30, 26	--	0.00%
CX Institutional	--	Jun 30, 26	-929	--
M3 Advisory Group, LLC	--	Jun 30, 26	-9.37K	--
VSM Wealth Advisory, LLC	--	Jun 30, 26	-384	--
Michael S. Ryan, Inc.	--	Jun 30, 26	-223.38K	--
LPL Financial LLC	2.05M	Mar 31, 26	+168.19K	5.39%
MORGAN STANLEY	1.66M	Mar 31, 26	+16.45K	4.38%
ARROW FINANCIAL CORP	1.35M	Mar 31, 26	+133.49K	3.55%
LBMC INVESTMENT ADVISORS, LLC	1.12M	Mar 31, 26	+17.63K	2.96%
COWA, LLC	1.11M	Mar 31, 26	+137.54K	2.92%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.07M	Mar 31, 26	-1.46K	2.81%
WELLS FARGO & COMPANY/MN	1.02M	Mar 31, 26	-96.37K	2.69%
STRAIGHTLINE GROUP LLC	911.74K	Mar 31, 26	+93.42K	2.40%
BANK OF AMERICA CORP /DE/	840.57K	Mar 31, 26	-1.09M	2.21%
Federation des caisses Desjardins du Quebec	820.79K	Mar 31, 26	-27.84K	2.16%
RAYMOND JAMES FINANCIAL INC	664.52K	Mar 31, 26	-64.84K	1.75%
Hurley Capital, LLC	571.77K	Mar 31, 26	+47.28K	1.51%
Ruggaard & Associates LLC	528.26K	Mar 31, 26	+4.00K	1.39%
Baltimore-Washington Financial Advisors, Inc.	476.47K	Mar 31, 26	-1.23K	1.25%
Cornerstone Planning, LLC	428.91K	Mar 31, 26	-12.24K	1.13%
Cetera Investment Advisers	418.24K	Mar 31, 26	-2.24K	1.10%
BIP Wealth, LLC	398.86K	Mar 31, 26	+29.39K	1.05%
Stratos Wealth Partners, LTD.	389.44K	Mar 31, 26	+9.09K	1.03%
Mutual Advisors, LLC	330.59K	Mar 31, 26	+26.71K	0.87%
Integrated Wealth Concepts LLC	318.53K	Mar 31, 26	-8.04K	0.84%
KESTRA PRIVATE WEALTH SERVICES, LLC	284.88K	Mar 31, 26	+13.64K	0.75%
NewEdge Advisors, LLC	238.16K	Mar 31, 26	+12.85K	0.63%
UBS Group AG	196.82K	Mar 31, 26	-18.39K	0.52%
Csenge Advisory Group	192.31K	Mar 31, 26	+92.40K	0.51%
ROYAL BANK OF CANADA	191.06K	Mar 31, 26	-177.69K	0.50%
EP Wealth Advisors, LLC	184.66K	Mar 31, 26	-43.53K	0.49%
Scissortail Wealth Management, LLC	172.81K	Mar 31, 26	+24.59K	0.45%
EVEXIA WEALTH LLC	163.56K	Mar 31, 26	+23.25K	0.43%
Lido Advisors, LLC	150.20K	Mar 31, 26	-24.48K	0.40%
FF Advisors,LLC	137.02K	Mar 31, 26	-88.17K	0.36%
ENVESTNET ASSET MANAGEMENT INC	132.91K	Mar 31, 26	+7.60K	0.35%
Keeler THomas Management LLC	131.46K	Mar 31, 26	-293.24K	0.35%
Golden State Equity Partners	126.63K	Mar 31, 26	+72.31K	0.33%
JANE STREET GROUP, LLC	120.64K	Mar 31, 26	-101.64K	0.32%
Parallel Advisors, LLC	117.14K	Mar 31, 26	+65.54K	0.31%
COMMONWEALTH EQUITY SERVICES, LLC	111.09K	Mar 31, 26	-43.21K	0.29%
Pensionmark Financial Group, LLC	108.59K	Mar 31, 26	-51.77K	0.29%
Foundations Investment Advisors, LLC	102.23K	Mar 31, 26	+69.69K	0.27%
EIGHT 31 FINANCIAL LLC	100.48K	Mar 31, 26	-1.72K	0.26%
ADVISOR GROUP HOLDINGS, INC.	89.46K	Mar 31, 26	-40.77K	0.24%
SkyView Investment Advisors, LLC	88.77K	Mar 31, 26	-4.95K	0.23%
AE Wealth Management LLC	88.43K	Mar 31, 26	-6.71K	0.23%
PHILLIPS FINANCIAL MANAGEMENT, LLC	85.44K	Mar 31, 26	+20.00K	0.22%
Endowment Wealth Management, Inc.	80.54K	Mar 31, 26	+15.90K	0.21%
Bedel Financial Consulting, Inc.	77.23K	Mar 31, 26	+241	0.20%
Landing Point Financial Group, LLC	73.67K	Mar 31, 26	-3.36K	0.19%
Migdal Insurance & Financial Holdings Ltd.	70.84K	Mar 31, 26	--	0.19%
BlackRock, Inc.	68.88K	Mar 31, 26	+17.22K	0.18%
OLD MISSION CAPITAL LLC	54.50K	Mar 31, 26	+46	0.14%
THRIVENT FINANCIAL FOR LUTHERANS	52.71K	Mar 31, 26	+4.30K	0.14%
Sanctuary Advisors, LLC	52.06K	Mar 31, 26	-31.16K	0.14%
TFR Capital, LLC.	45.42K	Mar 31, 26	+36.19K	0.12%
Madden Advisory Services, Inc.	41.20K	Mar 31, 26	+12.78K	0.11%
Timber Creek Capital Management LLC	40.98K	Mar 31, 26	+357	0.11%
BEACON FINANCIAL PLANNING, INC	38.27K	Mar 31, 26	+38.27K	0.10%
Carr Financial Group Corp	37.94K	Mar 31, 26	-24.92K	0.10%
Belpointe Asset Management LLC	36.47K	Mar 31, 26	-8	0.10%
WRAPMANAGER INC	35.84K	Mar 31, 26	+295	0.09%
Heartland Bank & Trust Co	34.66K	Mar 31, 26	+4.72K	0.09%
Kestra Advisory Services, LLC	34.45K	Mar 31, 26	+8.09K	0.09%
Sentinus, LLC	31.46K	Mar 31, 26	+4.76K	0.08%
10Elms LLP	30.95K	Mar 31, 26	+19.93K	0.08%
GREAT VALLEY ADVISOR GROUP, INC.	28.93K	Mar 31, 26	+1.72K	0.08%
Golden Reserve Retirement LLC	28.47K	Mar 31, 26	+16.28K	0.07%
CITADEL ADVISORS LLC	28.25K	Mar 31, 26	+2.28K	0.07%
HighTower Advisors, LLC	27.64K	Mar 31, 26	+24	0.07%
Snowden Capital Advisors LLC	26.92K	Mar 31, 26	-867	0.07%
Helen Stephens Group, LLC	25.85K	Mar 31, 26	+6.08K	0.07%
Summit Wealth Partners, LLC	24.72K	Mar 31, 26	-1.57K	0.07%
Montis Financial, LLC	24.70K	Mar 31, 26	-7.15K	0.07%
Cerity Partners LLC	23.25K	Mar 31, 26	+23.25K	0.06%
Steward Partners Investment Advisory, LLC	22.80K	Mar 31, 26	-109	0.06%
Robertson Stephens Wealth Management, LLC	21.63K	Mar 31, 26	-1.86K	0.06%
MCF Advisors LLC	21.39K	Mar 31, 26	+52	0.06%
Occidental Asset Management, LLC	21.04K	Mar 31, 26	+2.60K	0.06%
CAPTRUST FINANCIAL ADVISORS	20.95K	Mar 31, 26	+4.53K	0.06%
Baird Financial Group, Inc.	20.64K	Mar 31, 26	+4.26K	0.05%
STIFEL FINANCIAL CORP	18.95K	Mar 31, 26	+1.11K	0.05%
AssuredPartners Investment Advisors, LLC	18.07K	Mar 31, 26	+18.07K	0.05%
Ellis Investment Partners, LLC	17.43K	Mar 31, 26	+17.43K	0.05%
Freestone Capital Holdings, LLC	17.23K	Mar 31, 26	-5.62K	0.05%
Beacon Pointe Advisors, LLC	17.04K	Mar 31, 26	-3.04K	0.04%
PRINCIPAL SECURITIES, INC.	16.66K	Mar 31, 26	-884	0.04%
Summit Asset Management, LLC	15.90K	Mar 31, 26	+15.90K	0.04%
FLOW TRADERS U.S. LLC	15.71K	Mar 31, 26	+5.70K	0.04%
Stockman Wealth Management, Inc.	15.34K	Mar 31, 26	--	0.04%
MONECO Advisors, LLC	14.10K	Mar 31, 26	--	0.04%
Orion Capital Management LLC	14.00K	Mar 31, 26	--	0.04%
Waverly Advisors, LLC	13.15K	Mar 31, 26	+13.15K	0.03%
Colony Group, LLC	12.83K	Mar 31, 26	--	0.03%
Creative Planning	12.53K	Mar 31, 26	-18.46K	0.03%
TABLEAUX LLC	12.14K	Mar 31, 26	+3.01K	0.03%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	11.59K	Mar 31, 26	--	0.03%
Sunbelt Securities, Inc.	11.40K	Mar 31, 26	-975	0.03%
Eldridge Investment Advisors, Inc.	11.35K	Mar 31, 26	+2.04K	0.03%
TWO SIGMA SECURITIES, LLC	10.85K	Mar 31, 26	+10.85K	0.03%
Alaska Permanent Capital Management	10.60K	Mar 31, 26	+105	0.03%
New England Private Wealth Advisors LLC	9.92K	Mar 31, 26	+98	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	9.85K	Mar 31, 26	+15	0.03%
Pure Financial Advisors, LLC	9.59K	Mar 31, 26	--	0.03%
Alaska Wealth Advisors	9.03K	Mar 31, 26	+89	0.02%
OneAscent Financial Services LLC	8.98K	Mar 31, 26	+8.98K	0.02%
LIBERTY WEALTH MANAGEMENT LLC	8.75K	Mar 31, 26	+68	0.02%
Bank of New York Mellon Corp	8.72K	Mar 31, 26	+8.72K	0.02%
Rockefeller Capital Management L.P.	8.68K	Mar 31, 26	+231	0.02%
Cherry Tree Wealth Management, LLC	7.40K	Mar 31, 26	-218	0.02%
FIFTH THIRD BANCORP	4.77K	Mar 31, 26	+4.77K	0.01%
Advisory Services Network, LLC	4.05K	Mar 31, 26	+4.05K	0.01%
CWM, LLC	3.64K	Mar 31, 26	+106	0.01%
PRIVATE TRUST CO NA	2.96K	Mar 31, 26	--	0.01%
NATIONAL BANK OF CANADA /FI/	2.91K	Mar 31, 26	-2.14K	0.01%
Clearstead Advisors, LLC	2.44K	Mar 31, 26	--	0.01%
CNB Bank	2.23K	Mar 31, 26	-18	0.01%
Aptus Capital Advisors, LLC	1.13K	Mar 31, 26	-196	0.00%
FMR LLC	914	Mar 31, 26	+914	0.00%
HARBOUR INVESTMENTS, INC.	418	Mar 31, 26	+3	0.00%
US BANCORP \DE\	400	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	366	Mar 31, 26	+4	0.00%
Lloyd Advisory Services, LLC.	366	Mar 31, 26	+366	0.00%
JPMORGAN CHASE & CO	341	Mar 31, 26	-1.44K	0.00%
Western Wealth Management, LLC	327	Mar 31, 26	+327	0.00%
HAZLETT, BURT & WATSON, INC.	175	Mar 31, 26	+2	0.00%
Ashton Thomas Private Wealth, LLC	87	Mar 31, 26	+87	0.00%
Boreal Capital Management LLC	1	Mar 31, 26	+1	0.00%
GTS SECURITIES LLC	--	Mar 31, 26	-10.75K	--
Windsor Advisory Group, LLC	--	Mar 31, 26	-39.76K	--
Hobbs Group Advisors, LLC	--	Mar 31, 26	-16.62K	--
THOROUGHBRED FINANCIAL SERVICES, LLC	--	Mar 31, 26	-11.76K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-30.23K	--
HEADINVEST, LLC	--	Mar 31, 26	-31.98K	--
Austin Private Wealth, LLC	21.91K	Dec 31, 25	+2.03K	0.06%
Global Retirement Partners, LLC	14.53K	Dec 31, 25	+148	0.04%
High Falls Advisors, Inc	14.46K	Dec 31, 25	+1.82K	0.04%
COMERICA BANK	4.77K	Dec 31, 25	--	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-15	--
Sterling Financial Group, Inc.	1.08M	Sep 30, 25	-125.87K	2.86%
Copperleaf Capital, LLC	61.80K	Sep 30, 25	+61.80K	0.16%
Siligmueller & Norvid Wealth Advisors LLC	23.37K	Sep 30, 25	+23.37K	0.06%
SUMMIT INVESTMENT ADVISORS, INC.	304.24K	Jun 30, 25	+12.78K	0.80%
AVANTAX ADVISORY SERVICES, INC.	202.73K	Jun 30, 25	+62.21K	0.53%
Atria Wealth Solutions, Inc.	136.63K	Jun 30, 25	+2.16K	0.36%
Orion Portfolio Solutions, LLC	78.25K	Mar 31, 25	+78.25K	0.21%
Raymond James Financial Services Advisors, Inc.	199.45K	Sep 30, 24	+83.41K	0.53%
RAYMOND JAMES & ASSOCIATES	85.67K	Sep 30, 24	+23.01K	0.23%
BBJS FINANCIAL ADVISORS, LLC	2.00K	Sep 30, 24	--	0.01%
Cetera Advisors LLC	30.45K	Mar 31, 24	+10.01K	0.08%
Adroit Compliance, LLC	13.73K	Dec 31, 23	+13.73K	0.04%
WEALTHSOURCE PARTNERS, LLC	10.02K	Dec 31, 23	+10.02K	0.03%

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Holder

Date

Change

% Held

Mid-American Wealth Advisory Group, Inc.

463.78K

Jun 30, 26

-474.67K

1.22%

LITTLEJOHN FINANCIAL SERVICES, INC.

327.25K

Jun 30, 26

-270.70K

0.86%

EVERGREEN CAPITAL MANAGEMENT LLC

259.31K

Jun 30, 26

-48

0.68%

TABR Capital Management, LLC

249.86K

Jun 30, 26

+5.90K

0.66%

KESTRA PRIVATE WEALTH SERVICES, LLC

204.78K

Jun 30, 26

-80.10K

0.54%

Concurrent Investment Advisors, LLC

200.78K

Jun 30, 26

+200.78K

0.53%

Cambridge Investment Research Advisors, Inc.

197.18K

Jun 30, 26

-104.35K

0.52%

High Note Wealth, LLC

193.82K

Jun 30, 26

+7.39K

0.51%

Krilogy Financial LLC

164.50K

Jun 30, 26

+9.12K

0.43%

Sequoia Financial Advisors, LLC

159.85K

Jun 30, 26

-178.12K

0.42%

Private Advisor Group, LLC

129.44K

Jun 30, 26

-556.12K

0.34%

Straight Path Wealth Management

124.86K

Jun 30, 26

+6.68K

0.33%

PRIVATE CLIENT SERVICES, LLC

102.73K

Jun 30, 26

-315.54K

0.27%

Cornerstone Wealth Management, LLC

95.17K

Jun 30, 26

+1.66K

0.25%

Commonwealth Financial Services, LLC

91.65K

Jun 30, 26

-4.63K

0.24%

Sowell Financial Services LLC

86.11K

Jun 30, 26

+9.57K

0.23%

Brucke Financial, Inc.

83.62K

Jun 30, 26

-826

0.22%

Ironwood Financial, llc

77.25K

Jun 30, 26

-53.72K

0.20%

IFP Advisors, Inc

70.68K

Jun 30, 26

-6.45K

0.19%

Tempus Wealth Planning, LLC

64.69K

Jun 30, 26

-161.59K

0.17%

Cottage Street Advisors LLC

62.87K

Jun 30, 26

-5.54K

0.17%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

51.81K

Jun 30, 26

-2.01K

0.14%

Farther Finance Advisors, LLC

51.59K

Jun 30, 26

+31.30K

0.14%

Kestra Advisory Services, LLC

47.33K

Jun 30, 26

+12.87K

0.12%

Werba Rubin Papier Wealth Management

46.86K

Jun 30, 26

+222

0.12%

NWAM LLC

38.64K

Jun 30, 26

-4.18K

0.10%

REBALANCE, LLC

35.79K

Jun 30, 26

+612

0.09%

Koshinski Asset Management, Inc.

30.44K

Jun 30, 26

+220

0.08%

HM PAYSON & CO

30.20K

Jun 30, 26

0.08%

Klaas Financial Asset Advisors, LLC

29.94K

Jun 30, 26

+901

0.08%

Magnus Financial Group LLC

25.52K

Jun 30, 26

+1.87K

0.07%

Quad-Cities Investment Group, LLC

24.50K

Jun 30, 26

-14.58K

0.06%

Miracle Mile Advisors, LLC

19.37K

Jun 30, 26

+19.37K

0.05%

Focus Financial Network, Inc.

17.07K

Jun 30, 26

0.04%

Aprio Wealth Management, LLC

16.79K

Jun 30, 26

-1.89K

0.04%

Johnson Bixby & Associates, LLC

15.12K

Jun 30, 26

+94

0.04%

Mayflower Financial Advisors, LLC

13.99K

Jun 30, 26

0.04%

HOWLAND CAPITAL MANAGEMENT LLC

13.74K

Jun 30, 26

0.04%

Spire Wealth Management

13.72K

Jun 30, 26

+477

0.04%

Avidian Wealth Solutions, LLC

13.43K

Jun 30, 26

+58

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

11.60K

Jun 30, 26

+369

0.03%

Prospera Financial Services Inc

11.40K

Jun 30, 26

+1.02K

0.03%

CREATIVE FINANCIAL DESIGNS INC /ADV

10.98K

Jun 30, 26

+54

0.03%

TRUIST FINANCIAL CORP

8.99K

Jun 30, 26

+8.99K

0.02%

North Star Investment Management Corp.

4.67K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

2.96K

Jun 30, 26

0.01%

Ronald Blue Trust, Inc.

2.86K

Jun 30, 26

+12

0.01%

TSFG, LLC

924

Jun 30, 26

+924

0.00%

SIGNATUREFD, LLC

621

Jun 30, 26

+621

0.00%

JFS WEALTH ADVISORS, LLC

320

Jun 30, 26

+320

0.00%

Moisand Fitzgerald Tamayo, LLC

Jun 30, 26

0.00%

CX Institutional

Jun 30, 26

-929

M3 Advisory Group, LLC

Jun 30, 26

-9.37K

VSM Wealth Advisory, LLC

Jun 30, 26

-384

Michael S. Ryan, Inc.

Jun 30, 26

-223.38K

LPL Financial LLC

2.05M

Mar 31, 26

+168.19K

5.39%

MORGAN STANLEY

1.66M

Mar 31, 26

+16.45K

4.38%

ARROW FINANCIAL CORP

1.35M

Mar 31, 26

+133.49K

3.55%

LBMC INVESTMENT ADVISORS, LLC

1.12M

Mar 31, 26

+17.63K

2.96%

COWA, LLC

1.11M

Mar 31, 26

+137.54K

2.92%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.07M

Mar 31, 26

-1.46K

2.81%

WELLS FARGO & COMPANY/MN

1.02M

Mar 31, 26

-96.37K

2.69%

STRAIGHTLINE GROUP LLC

911.74K

Mar 31, 26

+93.42K

2.40%

BANK OF AMERICA CORP /DE/

840.57K

Mar 31, 26

-1.09M

2.21%

Federation des caisses Desjardins du Quebec

820.79K

Mar 31, 26

-27.84K

2.16%

RAYMOND JAMES FINANCIAL INC

664.52K

Mar 31, 26

-64.84K

1.75%

Hurley Capital, LLC

571.77K

Mar 31, 26

+47.28K

1.51%

Ruggaard & Associates LLC

528.26K

Mar 31, 26

+4.00K

1.39%

Baltimore-Washington Financial Advisors, Inc.

476.47K

Mar 31, 26

-1.23K

1.25%

Cornerstone Planning, LLC

428.91K

Mar 31, 26

-12.24K

1.13%

Cetera Investment Advisers

418.24K

Mar 31, 26

-2.24K

1.10%

BIP Wealth, LLC

398.86K

Mar 31, 26

+29.39K

1.05%

Stratos Wealth Partners, LTD.

389.44K

Mar 31, 26

+9.09K

1.03%

Mutual Advisors, LLC

330.59K

Mar 31, 26

+26.71K

0.87%

Integrated Wealth Concepts LLC

318.53K

Mar 31, 26

-8.04K

0.84%

KESTRA PRIVATE WEALTH SERVICES, LLC

284.88K

Mar 31, 26

+13.64K

0.75%

NewEdge Advisors, LLC

238.16K

Mar 31, 26

+12.85K

0.63%

UBS Group AG

196.82K

Mar 31, 26

-18.39K

0.52%

Csenge Advisory Group

192.31K

Mar 31, 26

+92.40K

0.51%

ROYAL BANK OF CANADA

191.06K

Mar 31, 26

-177.69K

0.50%

EP Wealth Advisors, LLC

184.66K

Mar 31, 26

-43.53K

0.49%

Scissortail Wealth Management, LLC

172.81K

Mar 31, 26

+24.59K

0.45%

EVEXIA WEALTH LLC

163.56K

Mar 31, 26

+23.25K

0.43%

Lido Advisors, LLC

150.20K

Mar 31, 26

-24.48K

0.40%

FF Advisors,LLC

137.02K

Mar 31, 26

-88.17K

0.36%

ENVESTNET ASSET MANAGEMENT INC

132.91K

Mar 31, 26

+7.60K

0.35%

Keeler THomas Management LLC

131.46K

Mar 31, 26

-293.24K

0.35%

Golden State Equity Partners

126.63K

Mar 31, 26

+72.31K

0.33%

JANE STREET GROUP, LLC

120.64K

Mar 31, 26

-101.64K

0.32%

Parallel Advisors, LLC

117.14K

Mar 31, 26

+65.54K

0.31%

COMMONWEALTH EQUITY SERVICES, LLC

111.09K

Mar 31, 26

-43.21K

0.29%

Pensionmark Financial Group, LLC

108.59K

Mar 31, 26

-51.77K

0.29%

Foundations Investment Advisors, LLC

102.23K

Mar 31, 26

+69.69K

0.27%

EIGHT 31 FINANCIAL LLC

100.48K

Mar 31, 26

-1.72K

0.26%

ADVISOR GROUP HOLDINGS, INC.

89.46K

Mar 31, 26

-40.77K

0.24%

SkyView Investment Advisors, LLC

88.77K

Mar 31, 26

-4.95K

0.23%

AE Wealth Management LLC

88.43K

Mar 31, 26

-6.71K

0.23%

PHILLIPS FINANCIAL MANAGEMENT, LLC

85.44K

Mar 31, 26

+20.00K

0.22%

Endowment Wealth Management, Inc.

80.54K

Mar 31, 26

+15.90K

0.21%

Bedel Financial Consulting, Inc.

77.23K

Mar 31, 26

+241

0.20%

Landing Point Financial Group, LLC

73.67K

Mar 31, 26

-3.36K

0.19%

Migdal Insurance & Financial Holdings Ltd.

70.84K

Mar 31, 26

0.19%

BlackRock, Inc.

68.88K

Mar 31, 26

+17.22K

0.18%

OLD MISSION CAPITAL LLC

54.50K

Mar 31, 26

+46

0.14%

THRIVENT FINANCIAL FOR LUTHERANS

52.71K

Mar 31, 26

+4.30K

0.14%

Sanctuary Advisors, LLC

52.06K

Mar 31, 26

-31.16K

0.14%

TFR Capital, LLC.

45.42K

Mar 31, 26

+36.19K

0.12%

Madden Advisory Services, Inc.

41.20K

Mar 31, 26

+12.78K

0.11%

Timber Creek Capital Management LLC

40.98K

Mar 31, 26

+357

0.11%

BEACON FINANCIAL PLANNING, INC

38.27K

Mar 31, 26

+38.27K

0.10%

Carr Financial Group Corp

37.94K

Mar 31, 26

-24.92K

0.10%

Belpointe Asset Management LLC

36.47K

Mar 31, 26

-8

0.10%

WRAPMANAGER INC

35.84K

Mar 31, 26

+295

0.09%

Heartland Bank & Trust Co

34.66K

Mar 31, 26

+4.72K

0.09%

Kestra Advisory Services, LLC

34.45K

Mar 31, 26

+8.09K

0.09%

Sentinus, LLC

31.46K

Mar 31, 26

+4.76K

0.08%

10Elms LLP

30.95K

Mar 31, 26

+19.93K

0.08%

GREAT VALLEY ADVISOR GROUP, INC.

28.93K

Mar 31, 26

+1.72K

0.08%

Golden Reserve Retirement LLC

28.47K

Mar 31, 26

+16.28K

0.07%

CITADEL ADVISORS LLC

28.25K

Mar 31, 26

+2.28K

0.07%

HighTower Advisors, LLC

27.64K

Mar 31, 26

+24

0.07%

Snowden Capital Advisors LLC

26.92K

Mar 31, 26

-867

0.07%

Helen Stephens Group, LLC

25.85K

Mar 31, 26

+6.08K

0.07%

Summit Wealth Partners, LLC

24.72K

Mar 31, 26

-1.57K

0.07%

Montis Financial, LLC

24.70K

Mar 31, 26

-7.15K

0.07%

Cerity Partners LLC

23.25K

Mar 31, 26

+23.25K

0.06%

Steward Partners Investment Advisory, LLC

22.80K

Mar 31, 26

-109

0.06%

Robertson Stephens Wealth Management, LLC

21.63K

Mar 31, 26

-1.86K

0.06%

MCF Advisors LLC

21.39K

Mar 31, 26

+52

0.06%

Occidental Asset Management, LLC

21.04K

Mar 31, 26

+2.60K

0.06%

CAPTRUST FINANCIAL ADVISORS

20.95K

Mar 31, 26

+4.53K

0.06%

Baird Financial Group, Inc.

20.64K

Mar 31, 26

+4.26K

0.05%

STIFEL FINANCIAL CORP

18.95K

Mar 31, 26

+1.11K

0.05%

AssuredPartners Investment Advisors, LLC

18.07K

Mar 31, 26

+18.07K

0.05%

Ellis Investment Partners, LLC

17.43K

Mar 31, 26

+17.43K

0.05%

Freestone Capital Holdings, LLC

17.23K

Mar 31, 26

-5.62K

0.05%

Beacon Pointe Advisors, LLC

17.04K

Mar 31, 26

-3.04K

0.04%

PRINCIPAL SECURITIES, INC.

16.66K

Mar 31, 26

-884

0.04%

Summit Asset Management, LLC

15.90K

Mar 31, 26

+15.90K

0.04%

FLOW TRADERS U.S. LLC

15.71K

Mar 31, 26

+5.70K

0.04%

Stockman Wealth Management, Inc.

15.34K

Mar 31, 26

0.04%

MONECO Advisors, LLC

14.10K

Mar 31, 26

0.04%

Orion Capital Management LLC

14.00K

Mar 31, 26

0.04%

Waverly Advisors, LLC

13.15K

Mar 31, 26

+13.15K

0.03%

Colony Group, LLC

12.83K

Mar 31, 26

0.03%

Creative Planning

12.53K

Mar 31, 26

-18.46K

0.03%

TABLEAUX LLC

12.14K

Mar 31, 26

+3.01K

0.03%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

11.59K

Mar 31, 26

0.03%

Sunbelt Securities, Inc.

11.40K

Mar 31, 26

-975

0.03%

Eldridge Investment Advisors, Inc.

11.35K

Mar 31, 26

+2.04K

0.03%

TWO SIGMA SECURITIES, LLC

10.85K

Mar 31, 26

+10.85K

0.03%

Alaska Permanent Capital Management

10.60K

Mar 31, 26

+105

0.03%

New England Private Wealth Advisors LLC

9.92K

Mar 31, 26

+98

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

9.85K

Mar 31, 26

+15

0.03%

Pure Financial Advisors, LLC

9.59K

Mar 31, 26

0.03%

Alaska Wealth Advisors

9.03K

Mar 31, 26

+89

0.02%

OneAscent Financial Services LLC

8.98K

Mar 31, 26

+8.98K

0.02%

LIBERTY WEALTH MANAGEMENT LLC

8.75K

Mar 31, 26

+68

0.02%

Bank of New York Mellon Corp

8.72K

Mar 31, 26

+8.72K

0.02%

Rockefeller Capital Management L.P.

8.68K

Mar 31, 26

+231

0.02%

Cherry Tree Wealth Management, LLC

7.40K

Mar 31, 26

-218

0.02%

FIFTH THIRD BANCORP

4.77K

Mar 31, 26

+4.77K

0.01%

Advisory Services Network, LLC

4.05K

Mar 31, 26

+4.05K

0.01%

CWM, LLC

3.64K

Mar 31, 26

+106

0.01%

PRIVATE TRUST CO NA

2.96K

Mar 31, 26

0.01%

NATIONAL BANK OF CANADA /FI/

2.91K

Mar 31, 26

-2.14K

0.01%

Clearstead Advisors, LLC

2.44K

Mar 31, 26

0.01%

CNB Bank

2.23K

Mar 31, 26

-18

0.01%

Aptus Capital Advisors, LLC

1.13K

Mar 31, 26

-196

0.00%

FMR LLC

914

Mar 31, 26

+914

0.00%

HARBOUR INVESTMENTS, INC.

418

Mar 31, 26

0.00%

US BANCORP \DE\

400

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

366

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

366

Mar 31, 26

+366

0.00%

JPMORGAN CHASE & CO

341

Mar 31, 26

-1.44K

0.00%

Western Wealth Management, LLC

327

Mar 31, 26

+327

0.00%

HAZLETT, BURT & WATSON, INC.

175

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+87

0.00%

Boreal Capital Management LLC

Mar 31, 26

0.00%

GTS SECURITIES LLC

Mar 31, 26

-10.75K

Windsor Advisory Group, LLC

Mar 31, 26

-39.76K

Hobbs Group Advisors, LLC

Mar 31, 26

-16.62K

THOROUGHBRED FINANCIAL SERVICES, LLC

Mar 31, 26

-11.76K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-30.23K

HEADINVEST, LLC

Mar 31, 26

-31.98K

Austin Private Wealth, LLC

21.91K

Dec 31, 25

+2.03K

0.06%

Global Retirement Partners, LLC

14.53K

Dec 31, 25

+148

0.04%

High Falls Advisors, Inc

14.46K

Dec 31, 25

+1.82K

0.04%

COMERICA BANK

4.77K

Dec 31, 25

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-15

Sterling Financial Group, Inc.

1.08M

Sep 30, 25

-125.87K

2.86%

Copperleaf Capital, LLC

61.80K

Sep 30, 25

+61.80K

0.16%

Siligmueller & Norvid Wealth Advisors LLC

23.37K

Sep 30, 25

+23.37K

0.06%

SUMMIT INVESTMENT ADVISORS, INC.

304.24K

Jun 30, 25

+12.78K

0.80%

AVANTAX ADVISORY SERVICES, INC.

202.73K

Jun 30, 25

+62.21K

0.53%

Atria Wealth Solutions, Inc.

136.63K

Jun 30, 25

+2.16K

0.36%

Orion Portfolio Solutions, LLC

78.25K

Mar 31, 25

+78.25K

0.21%

Raymond James Financial Services Advisors, Inc.

199.45K

Sep 30, 24

+83.41K

0.53%

RAYMOND JAMES & ASSOCIATES

85.67K

Sep 30, 24

+23.01K

0.23%

BBJS FINANCIAL ADVISORS, LLC

2.00K

Sep 30, 24

0.01%

Cetera Advisors LLC

30.45K

Mar 31, 24

+10.01K

0.08%

Adroit Compliance, LLC

13.73K

Dec 31, 23

+13.73K

0.04%

WEALTHSOURCE PARTNERS, LLC

10.02K

Dec 31, 23

+10.02K

0.03%