iShares Ultra Short Duration Bond Active ETF(ICSH)

$50.48▼-0.15 (-29.63%)

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iShares Ultra Short Duration Bond Active ETF(ICSH)

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$50.48▼-0.15 (-29.63%)

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ICSH(ICSH)

ICSH

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 621 Institutional Holders

Holder	Shares	Date	Change	% Held
DONALDSON CAPITAL MANAGEMENT, LLC	1.93M	Mar 31, 26	-224.76K	1.36%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.74M	Mar 31, 26	-1.16M	1.23%
Winthrop Advisory Group LLC	1.22M	Mar 31, 26	+47.19K	0.87%
Foster Group, Inc.	1.12M	Mar 31, 26	+70.09K	0.79%
Capital Advantage, Inc.	731.85K	Mar 31, 26	+13.55K	0.52%
EXCHANGE TRADED CONCEPTS, LLC	710.45K	Mar 31, 26	+3.12K	0.50%
CARY STREET PARTNERS FINANCIAL LLC	684.43K	Mar 31, 26	+88.08K	0.48%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	604.73K	Mar 31, 26	+39.30K	0.43%
Steele Capital Management, Inc.	492.48K	Mar 31, 26	+51.83K	0.35%
Private Advisor Group, LLC	458.78K	Mar 31, 26	+123.39K	0.32%
Cambridge Investment Research Advisors, Inc.	444.38K	Mar 31, 26	-10.90K	0.31%
Elwood & Goetz Wealth Advisory Group, LLC	407.44K	Mar 31, 26	-32.37K	0.29%
Roble, Belko & Company, Inc	404.27K	Mar 31, 26	+602	0.29%
SIGNATUREFD, LLC	376.64K	Mar 31, 26	-44.20K	0.27%
J.W. COLE ADVISORS, INC.	359.23K	Mar 31, 26	+4.77K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	313.69K	Mar 31, 26	-42.20K	0.22%
Congress Park Capital LLC	270.75K	Mar 31, 26	-17.89K	0.19%
FORTE ASSET MANAGEMENT LLC	269.63K	Mar 31, 26	+195.18K	0.19%
Resonant Capital Advisors, LLC	253.63K	Mar 31, 26	-202.15K	0.18%
Exeter Financial, LLC	253.32K	Mar 31, 26	-6.22K	0.18%
Global Strategic Investment Solutions, LLC	243.38K	Mar 31, 26	-13.14K	0.17%
Bay Capital Advisors, LLC	241.54K	Mar 31, 26	+33.97K	0.17%
Merit Financial Group, LLC	237.93K	Mar 31, 26	+52.01K	0.17%
Janney Montgomery Scott LLC	229.20K	Mar 31, 26	+28.46K	0.16%
HENGEHOLD CAPITAL MANAGEMENT LLC	193.98K	Mar 31, 26	+6.28K	0.14%
Snider Financial Group	176.30K	Mar 31, 26	-28.30K	0.12%
FLAGSHIP HARBOR ADVISORS, LLC	162.97K	Mar 31, 26	+20.34K	0.12%
WT Wealth Management	162.71K	Mar 31, 26	+75.86K	0.12%
Rochester Wealth Strategies, LLC	153.64K	Mar 31, 26	+14.87K	0.11%
Farrow Financial Inc.	149.34K	Mar 31, 26	-789	0.11%
BEACON FINANCIAL GROUP	140.12K	Mar 31, 26	+140.12K	0.10%
Cerro Pacific Wealth Advisors LLC	138.32K	Mar 31, 26	+18.62K	0.10%
Concurrent Investment Advisors, LLC	136.10K	Mar 31, 26	+6.39K	0.10%
Able Wealth Management LLC	131.41K	Mar 31, 26	+7.74K	0.09%
MJT & Associates Financial Advisory Group, Inc.	129.74K	Mar 31, 26	+26.11K	0.09%
Sowell Financial Services LLC	116.21K	Mar 31, 26	-8.32K	0.08%
Dynamic Advisor Solutions LLC	113.59K	Mar 31, 26	+1.54K	0.08%
Powerhouse Assets LLC	109.84K	Mar 31, 26	+11.90K	0.08%
PEAK FINANCIAL ADVISORS LLC	107.14K	Mar 31, 26	+107.14K	0.08%
Kestra Advisory Services, LLC	100.53K	Mar 31, 26	+72.69K	0.07%
IRON Financial LLC	99.69K	Mar 31, 26	+4.76K	0.07%
Sequoia Financial Advisors, LLC	99.64K	Mar 31, 26	-10.99K	0.07%
WealthBridge Capital Management, LLC	98.78K	Mar 31, 26	+2.78K	0.07%
SEMITAM BONAM LLC	93.57K	Mar 31, 26	+6.88K	0.07%
CASTLE WEALTH MANAGEMENT LLC	90.19K	Mar 31, 26	+90.19K	0.06%
Agate Pass Investment Management, LLC	84.63K	Mar 31, 26	+6.48K	0.06%
Coastal Investment Advisors, Inc.	83.99K	Mar 31, 26	+3.81K	0.06%
LongView Wealth Management	82.50K	Mar 31, 26	-46.52K	0.06%
BCR Wealth Strategies, LLC	82.36K	Mar 31, 26	+1.82K	0.06%
Princeton Global Asset Management LLC	79.06K	Mar 31, 26	+2.12K	0.06%
INTEGRAL INVESTMENT ADVISORS, INC.	78.22K	Mar 31, 26	-2.81K	0.06%
Krilogy Financial LLC	73.68K	Mar 31, 26	-13.82K	0.05%
HOWLAND CAPITAL MANAGEMENT LLC	73.15K	Mar 31, 26	+1.69K	0.05%
Farther Finance Advisors, LLC	72.59K	Mar 31, 26	+24.82K	0.05%
GUYASUTA INVESTMENT ADVISORS INC	71.13K	Mar 31, 26	+71.13K	0.05%
CAHABA WEALTH MANAGEMENT, INC.	70.97K	Mar 31, 26	+51.72K	0.05%
PHILLIPS FINANCIAL MANAGEMENT, LLC	67.22K	Mar 31, 26	-15.14K	0.05%
David Kennon Inc	67.11K	Mar 31, 26	+67.11K	0.05%
Chesley Taft & Associates LLC	65.36K	Mar 31, 26	+24.33K	0.05%
Tempus Wealth Planning, LLC	62.82K	Mar 31, 26	-6.86K	0.04%
CFS Investment Advisory Services, LLC	60.86K	Mar 31, 26	+12.50K	0.04%
StoneCrest Wealth Management, Inc.	53.30K	Mar 31, 26	-2.05K	0.04%
RHS Financial, LLC	49.90K	Mar 31, 26	-6.64K	0.04%
Apollon Wealth Management, LLC	45.95K	Mar 31, 26	+45.95K	0.03%
SHEETS SMITH WEALTH MANAGEMENT	44.62K	Mar 31, 26	-443	0.03%
Michels Family Financial, LLC	44.45K	Mar 31, 26	-819	0.03%
Bogart Wealth, LLC	43.69K	Mar 31, 26	+1.88K	0.03%
Integrated Advisors Network LLC	43.05K	Mar 31, 26	+43.05K	0.03%
GREENUP STREET WEALTH MANAGEMENT LLC	42.92K	Mar 31, 26	+1.78K	0.03%
Guardian Wealth Advisors, LLC	41.98K	Mar 31, 26	+8.02K	0.03%
Quaker Wealth Management, LLC	41.39K	Mar 31, 26	+345	0.03%
Comprehensive Money Management Services LLC	41.09K	Mar 31, 26	+2.71K	0.03%
Ifrah Financial Services, Inc.	40.32K	Mar 31, 26	+122	0.03%
Belpointe Asset Management LLC	39.75K	Mar 31, 26	-513	0.03%
Valmark Advisers, Inc.	38.80K	Mar 31, 26	-801	0.03%
Perigon Wealth Management, LLC	38.70K	Mar 31, 26	+17.93K	0.03%
CGN Advisors LLC	38.06K	Mar 31, 26	+5.69K	0.03%
Miracle Mile Advisors, LLC	33.74K	Mar 31, 26	-4.92K	0.02%
CANANDAIGUA NATIONAL CORP	33.48K	Mar 31, 26	+33.48K	0.02%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	33.47K	Mar 31, 26	-77.30K	0.02%
Global Assets Advisory, LLC	31.79K	Mar 31, 26	+31.79K	0.02%
Stratos Wealth Partners, LTD.	31.30K	Mar 31, 26	+18.44K	0.02%
IFP Advisors, Inc	31.17K	Mar 31, 26	+2.59K	0.02%
Vise Technologies, Inc.	31.12K	Mar 31, 26	--	0.02%
Robertson Stephens Wealth Management, LLC	30.75K	Mar 31, 26	+26.08K	0.02%
Impact Partnership Wealth, LLC	30.64K	Mar 31, 26	+5.04K	0.02%
BEACON INVESTMENT ADVISORY SERVICES, INC.	28.57K	Mar 31, 26	-11.99K	0.02%
Csenge Advisory Group	28.36K	Mar 31, 26	+1	0.02%
Matrix Trust Co	28.14K	Mar 31, 26	+5.82K	0.02%
Thrive Capital Management, LLC	27.61K	Mar 31, 26	-7.18K	0.02%
Slow Capital, Inc.	27.32K	Mar 31, 26	-20.90K	0.02%
Bulwark Capital Corp	26.25K	Mar 31, 26	+24.23K	0.02%
AssuredPartners Investment Advisors, LLC	26.06K	Mar 31, 26	+26.06K	0.02%
PARK AVENUE SECURITIES LLC	26.04K	Mar 31, 26	+26.04K	0.02%
Brookstone Capital Management	25.73K	Mar 31, 26	+3.07K	0.02%
Ackerman Asset Management, LLC	24.72K	Mar 31, 26	+12.75K	0.02%
Tradewinds Capital Management, LLC	23.51K	Mar 31, 26	+154	0.02%
YHB Investment Advisors, Inc.	21.36K	Mar 31, 26	+23	0.02%
BLB&B Advisors, LLC	21.27K	Mar 31, 26	+8.39K	0.02%
Peterson Wealth Advisors, LLC	20.91K	Mar 31, 26	-22.92K	0.01%
CLUNE & ASSOCIATES, LTD.	20.87K	Mar 31, 26	-871	0.01%
Boltwood Capital Management	20.50K	Mar 31, 26	+50	0.01%
FIFTH THIRD BANCORP	19.75K	Mar 31, 26	+19.75K	0.01%
Johnson Bixby & Associates, LLC	19.26K	Mar 31, 26	+11.16K	0.01%
WHITTIER TRUST CO	18.31K	Mar 31, 26	--	0.01%
Old North State Wealth Management, LLC	17.77K	Mar 31, 26	-1.63K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.74K	Mar 31, 26	-4.82K	0.01%
Glass Jacobson Investment Advisors llc	16.97K	Mar 31, 26	--	0.01%
Heck Capital Advisors, LLC	16.82K	Mar 31, 26	+2.02K	0.01%
OPPENHEIMER & CO INC	16.26K	Mar 31, 26	+793	0.01%
TECTONIC ADVISORS LLC	16.11K	Mar 31, 26	+1.55K	0.01%
Global Wealth Management Investment Advisory, Inc.	16.09K	Mar 31, 26	+2	0.01%
Bulltick Wealth Management, LLC	15.31K	Mar 31, 26	-24.00K	0.01%
Sovereign Financial Group, Inc.	15.23K	Mar 31, 26	+15.23K	0.01%
Argent Advisors, Inc.	14.95K	Mar 31, 26	+2.15K	0.01%
Park Place Capital Corp	14.58K	Mar 31, 26	+96	0.01%
CWA Asset Management Group, LLC	14.50K	Mar 31, 26	-5.13K	0.01%
SEARCY FINANCIAL SERVICES INC /ADV	14.09K	Mar 31, 26	+885	0.01%
Capital Advisors, Ltd. LLC	13.86K	Mar 31, 26	-1.29K	0.01%
Investment Planning Advisors, Inc.	13.70K	Mar 31, 26	+197	0.01%
CVA Family Office, LLC	13.49K	Mar 31, 26	-595	0.01%
REGATTA CAPITAL GROUP, LLC	13.24K	Mar 31, 26	-40	0.01%
Emerald Advisors, LLC	13.09K	Mar 31, 26	-3.88K	0.01%
Octavia Wealth Advisors, LLC	12.28K	Mar 31, 26	-88	0.01%
Riverstone Advisors, LLC	12.24K	Mar 31, 26	+12.24K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	12.17K	Mar 31, 26	+12.17K	0.01%
TRUIST FINANCIAL CORP	11.84K	Mar 31, 26	+7.42K	0.01%
GSB Wealth Management, LLC	11.78K	Mar 31, 26	--	0.01%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	11.69K	Mar 31, 26	+49	0.01%
WETZEL INVESTMENT ADVISORS, INC.	11.65K	Mar 31, 26	+4.55K	0.01%
Tilson Financial Group, Inc.	11.65K	Mar 31, 26	--	0.01%
Prossimo Advisors, LLC	11.33K	Mar 31, 26	--	0.01%
SCHMIDT P J INVESTMENT MANAGEMENT INC	11.12K	Mar 31, 26	+337	0.01%
Atwater Malick LLC	10.77K	Mar 31, 26	+10.77K	0.01%
WEALTHSPAN PARTNERS, LLC	10.24K	Mar 31, 26	-2	0.01%
TSFG, LLC	10.15K	Mar 31, 26	-439	0.01%
Physician Wealth Advisors, Inc.	10.01K	Mar 31, 26	-291	0.01%
Applied Capital LLC	9.95K	Mar 31, 26	-2.93K	0.01%
AVAII WEALTH MANAGEMENT, LLC	9.77K	Mar 31, 26	+2.00K	0.01%
BLUE SQUARE ASSET MANAGEMENT, LLC	9.62K	Mar 31, 26	+3.69K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	9.42K	Mar 31, 26	-73	0.01%
Optas, LLC	9.40K	Mar 31, 26	+4.15K	0.01%
Spire Wealth Management	9.21K	Mar 31, 26	+28	0.01%
Patten Group, Inc.	9.18K	Mar 31, 26	+1.36K	0.01%
CGC Financial Services, LLC	8.97K	Mar 31, 26	-831	0.01%
Nvest Financial, LLC	8.90K	Mar 31, 26	--	0.01%
JGP Wealth Management, LLC	8.84K	Mar 31, 26	-7.62K	0.01%
ALTERNA WEALTH MANAGEMENT, INC	8.67K	Mar 31, 26	--	0.01%
CoreCap Advisors, LLC	8.39K	Mar 31, 26	+8.34K	0.01%
Southland Equity Partners LLC	8.31K	Mar 31, 26	-304	0.01%
Liquid Strategies, LLC	8.21K	Mar 31, 26	--	0.01%
New Capital Management LP	8.15K	Mar 31, 26	-197	0.01%
Charter Oak Capital Management, LLC	8.09K	Mar 31, 26	-455	0.01%
Seed Wealth Management, Inc.	8.00K	Mar 31, 26	--	0.01%
FIFTH THIRD SECURITIES, INC.	7.77K	Mar 31, 26	+914	0.01%
Koshinski Asset Management, Inc.	7.65K	Mar 31, 26	-75	0.01%
Alley Investment Management Company, LLC	7.39K	Mar 31, 26	--	0.01%
Courage Miller Partners, LLC	7.35K	Mar 31, 26	--	0.01%
Certified Advisory Corp	7.26K	Mar 31, 26	-1.74K	0.01%
Mascoma Wealth Management LLC	7.08K	Mar 31, 26	-244	0.01%
Mayflower Financial Advisors, LLC	6.88K	Mar 31, 26	+2.67K	0.00%
PRIVATE CLIENT SERVICES, LLC	6.88K	Mar 31, 26	+1.43K	0.00%
Everstar Asset Management, LLC	6.77K	Mar 31, 26	-806	0.00%
SVB WEALTH LLC	6.75K	Mar 31, 26	-7.00K	0.00%
Verum Partners LLC	6.54K	Mar 31, 26	-2.89K	0.00%
SILVER OAK SECURITIES, INCORPORATED	6.03K	Mar 31, 26	+1.07K	0.00%
Pine Haven Investment Counsel, Inc	5.90K	Mar 31, 26	-254	0.00%
Advisors Capital Management, LLC	5.82K	Mar 31, 26	-7.14K	0.00%
OLD SECOND NATIONAL BANK OF AURORA	5.80K	Mar 31, 26	--	0.00%
Accurate Wealth Management, LLC	5.67K	Mar 31, 26	-588	0.00%
Spectrum Planning & Advisory Services Inc.	5.48K	Mar 31, 26	+5.48K	0.00%
Forza Wealth Management, LLC	5.47K	Mar 31, 26	+5.47K	0.00%
Spinnaker Investment Group, LLC	5.38K	Mar 31, 26	-272	0.00%
LIFELONG WEALTH ADVISORS, INC.	5.33K	Mar 31, 26	-20	0.00%
BridgePort Financial Solutions, LLC	5.25K	Mar 31, 26	-513	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	5.13K	Mar 31, 26	-645	0.00%
Serenus Wealth Advisors, LLC	5.06K	Mar 31, 26	--	0.00%
Traub Capital Management LLC	4.87K	Mar 31, 26	+40	0.00%
Claro Advisors LLC	4.70K	Mar 31, 26	+593	0.00%
NORDEN GROUP LLC	4.69K	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	4.48K	Mar 31, 26	-14.71K	0.00%
ONE Advisory Partners, LLC	4.44K	Mar 31, 26	+4.44K	0.00%
SAGE RHINO CAPITAL LLC	4.38K	Mar 31, 26	+2	0.00%
CENTRAL VALLEY ADVISORS, LLC	4.32K	Mar 31, 26	+4.32K	0.00%
United Advisor Group, LLC	4.24K	Mar 31, 26	-49	0.00%
EXENCIAL WEALTH ADVISORS, LLC	4.22K	Mar 31, 26	+4.22K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.20K	Mar 31, 26	--	0.00%
HF Advisory Group, LLC	4.14K	Mar 31, 26	-425	0.00%
SeaCrest Wealth Management, LLC	4.11K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	4.05K	Mar 31, 26	+2.65K	0.00%
General Partner, Inc.	3.98K	Mar 31, 26	-82.19K	0.00%
ENCOMPASS WEALTH ADVISORS, LLC	3.97K	Mar 31, 26	-210	0.00%
STEPHENS INC /AR/	3.96K	Mar 31, 26	--	0.00%
Byrne Asset Management LLC	3.95K	Mar 31, 26	+3.95K	0.00%
AdvisorNet Financial, Inc	2.64K	Mar 31, 26	--	0.00%
Oakworth Capital, Inc.	2.54K	Mar 31, 26	-1.50K	0.00%
WHITTIER TRUST CO OF NEVADA INC	2.42K	Mar 31, 26	--	0.00%
Golden State Equity Partners	2.40K	Mar 31, 26	+2.40K	0.00%
Ronald Blue Trust, Inc.	2.17K	Mar 31, 26	--	0.00%
WEBSTER BANK, N. A.	1.98K	Mar 31, 26	+1.98K	0.00%
Root Financial Partners, LLC	1.80K	Mar 31, 26	-236	0.00%
ATWOOD & PALMER INC	1.52K	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	1.23K	Mar 31, 26	+1.23K	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.15K	Mar 31, 26	-4.78K	0.00%
HHM Wealth Advisors, LLC	1.01K	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	1.01K	Mar 31, 26	--	0.00%
Noble Wealth Management PBC	691	Mar 31, 26	-4.39K	0.00%
Rosenberg Matthew Hamilton	670	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	647	Mar 31, 26	+50	0.00%
Harbor Asset Planning, Inc.	625	Mar 31, 26	+4	0.00%
Sound Income Strategies, LLC	214	Mar 31, 26	--	0.00%
LRI Investments, LLC	185	Mar 31, 26	-154	0.00%
Bell Investment Advisors, Inc	154	Mar 31, 26	+1	0.00%
JFS WEALTH ADVISORS, LLC	150	Mar 31, 26	+150	0.00%
HORIZON FINANCIAL SERVICES, LLC	129	Mar 31, 26	--	0.00%
Navigoe, LLC	74	Mar 31, 26	+74	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	37	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	30	Mar 31, 26	--	0.00%
MB, LEVIS & ASSOCIATES, LLC	2	Mar 31, 26	--	0.00%
Ridgeline Wealth, LLC	--	Mar 31, 26	-3.99K	--
Client First Capital LLC	--	Mar 31, 26	-61.09K	--
McGlone Suttner Wealth Management, Inc.	--	Mar 31, 26	-4.53K	--
AMERICAN NATIONAL BANK	--	Mar 31, 26	-740	--
ACUTE INVESTMENT ADVISORY, LLC	--	Mar 31, 26	-32.68K	--
Rede Wealth, LLC	--	Mar 31, 26	-7.21K	--
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	--	Mar 31, 26	-5.33K	--
MBE Wealth Management, LLC	--	Mar 31, 26	-6.06K	--
MV CAPITAL MANAGEMENT, INC.	--	Mar 31, 26	-38	--
FOUNDERS FINANCIAL SECURITIES LLC	--	Mar 31, 26	-64.43K	--
Avion Wealth	--	Mar 31, 26	-177	--
True Link Financial Advisors, LLC	--	Mar 31, 26	-40.97K	--
BANK OF AMERICA CORP /DE/	4.05M	Dec 31, 25	-482.75K	2.86%
FOSTER DYKEMA CABOT & PARTNERS, LLC	4.03M	Dec 31, 25	+1.85M	2.85%
UBS Group AG	4.02M	Dec 31, 25	+251.03K	2.84%
FMR LLC	3.56M	Dec 31, 25	-971.51K	2.52%
LPL Financial LLC	2.89M	Dec 31, 25	+400.01K	2.04%
BlackRock, Inc.	2.35M	Dec 31, 25	+1.28M	1.66%
Colony Group, LLC	2.20M	Dec 31, 25	+122.97K	1.55%
Temasek Holdings (Private) Ltd	1.97M	Dec 31, 25	--	1.40%
ROYAL BANK OF CANADA	1.67M	Dec 31, 25	-131.05K	1.18%
Mariner, LLC	1.27M	Dec 31, 25	+88.08K	0.90%
RAYMOND JAMES FINANCIAL INC	1.10M	Dec 31, 25	-146.47K	0.78%
Diversified Portfolios, Inc.	1.08M	Dec 31, 25	-56.79K	0.76%
Acorns Advisers, LLC	1.02M	Dec 31, 25	+27.86K	0.72%
AMUSSEN HUNSAKER ASSOCIATES LLC	1.01M	Dec 31, 25	+171.74K	0.72%
Prosperity Consulting Group, LLC	795.43K	Dec 31, 25	+150.07K	0.56%
Valtinson Bruner Financial Planning LLC	731.07K	Dec 31, 25	+59.89K	0.52%
ENVESTNET ASSET MANAGEMENT INC	711.24K	Dec 31, 25	+30.18K	0.50%
CI Private Wealth, LLC	540.37K	Dec 31, 25	+240.07K	0.38%
ADVISOR GROUP HOLDINGS, INC.	530.09K	Dec 31, 25	+6.77K	0.37%
STIFEL FINANCIAL CORP	507.28K	Dec 31, 25	+117.60K	0.36%
Cetera Investment Advisers	488.27K	Dec 31, 25	+2.33K	0.35%
Advisory Services Network, LLC	466.65K	Dec 31, 25	+121.50K	0.33%
CWM, LLC	439.45K	Dec 31, 25	+65.29K	0.31%
MML INVESTORS SERVICES, LLC	425.45K	Dec 31, 25	-107.69K	0.30%
Cynosure Group, LLC	416.47K	Dec 31, 25	-22.35K	0.29%
MAINSAIL ASSET MANAGEMENT, LLC	408.64K	Dec 31, 25	+27.20K	0.29%
Bison Wealth, LLC	405.33K	Dec 31, 25	+205.91K	0.29%
Avestar Capital, LLC	345.75K	Dec 31, 25	-4.67K	0.24%
Sand Hill Global Advisors, LLC	332.75K	Dec 31, 25	+18.18K	0.24%
BOKF, NA	322.04K	Dec 31, 25	+19.86K	0.23%
Financial Engines Advisors L.L.C.	313.66K	Dec 31, 25	+5.94K	0.22%
Parallel Advisors, LLC	311.91K	Dec 31, 25	+85.56K	0.22%
Landing Point Financial Group, LLC	299.69K	Dec 31, 25	+6.01K	0.21%
SIMON QUICK ADVISORS, LLC	292.34K	Dec 31, 25	+3.27K	0.21%
Edgemoor Investment Advisors, Inc.	283.35K	Dec 31, 25	-8.33K	0.20%
Morningstar Investment Management LLC	282.96K	Dec 31, 25	+6.33K	0.20%
Galvin, Gaustad & Stein, LLC	254.07K	Dec 31, 25	+46.00K	0.18%
Mutual Advisors, LLC	250.81K	Dec 31, 25	-45.42K	0.18%
Cerity Partners LLC	238.81K	Dec 31, 25	+4.62K	0.17%
Atria Investments, Inc	231.73K	Dec 31, 25	+5.16K	0.16%
MGO ONE SEVEN LLC	229.23K	Dec 31, 25	+26.62K	0.16%
Global Retirement Partners, LLC	219.99K	Dec 31, 25	+3.22K	0.16%
Savant Capital, LLC	218.37K	Dec 31, 25	+43.13K	0.15%
CreativeOne Wealth, LLC	218.09K	Dec 31, 25	+81.03K	0.15%
GOLDMAN SACHS GROUP INC	216.51K	Dec 31, 25	+216.51K	0.15%
Cannon Financial Strategists, Inc.	213.01K	Dec 31, 25	+39.20K	0.15%
GUIDANCE CAPITAL, INC	208.36K	Dec 31, 25	+24.97K	0.15%
JPMORGAN CHASE & CO	201.43K	Dec 31, 25	-19.83K	0.14%
Summit Financial, LLC	195.20K	Dec 31, 25	+104.25K	0.14%
Summit Wealth Group, LLC	193.19K	Dec 31, 25	+15.80K	0.14%
Legacy Wealth Managment, LLC/ID	189.69K	Dec 31, 25	+84.53K	0.13%
MY Wealth Management Inc.	184.35K	Dec 31, 25	-982	0.13%
Glassy Mountain Advisors, Inc.	164.89K	Dec 31, 25	-30.56K	0.12%
GWN SECURITIES INC.	158.97K	Dec 31, 25	-4.89K	0.11%
Advisor OS, LLC	158.62K	Dec 31, 25	+180	0.11%
Plum Street Advisors, LLC	149.90K	Dec 31, 25	+33.12K	0.11%
Virtue Capital Management, LLC	148.47K	Dec 31, 25	+145.35K	0.10%
Creative Planning	144.70K	Dec 31, 25	+101.26K	0.10%
Allworth Financial LP	141.87K	Dec 31, 25	-6.53K	0.10%
HOLLENCREST CAPITAL MANAGEMENT	140.34K	Dec 31, 25	-324.62K	0.10%
SHUFRO ROSE & CO LLC	126.27K	Dec 31, 25	+21.23K	0.09%
Haverford Trust Co	125.15K	Dec 31, 25	-7.32K	0.09%
HighTower Advisors, LLC	122.31K	Dec 31, 25	+26.62K	0.09%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	116.39K	Dec 31, 25	-400	0.08%
Beacon Pointe Advisors, LLC	114.27K	Dec 31, 25	+18.80K	0.08%
CAPTRUST FINANCIAL ADVISORS	111.81K	Dec 31, 25	-1.23K	0.08%
SP Asset Management LLC	98.66K	Dec 31, 25	-1.46K	0.07%
Wealth Architects, LLC	97.38K	Dec 31, 25	+4.45K	0.07%
Financial Gravity Asset Management, Inc.	95.99K	Dec 31, 25	+2.19K	0.07%
PANORAMIC INVESTMENT ADVISORS, LLC	95.72K	Dec 31, 25	+12.51K	0.07%
Sigma Planning Corp	95.02K	Dec 31, 25	+14.15K	0.07%
Advocacy Wealth Management Services, LLC	93.34K	Dec 31, 25	-4.02K	0.07%
J HAGAN CAPITAL, INC.	90.63K	Dec 31, 25	+90.63K	0.06%
Chicago Partners Investment Group LLC	88.11K	Dec 31, 25	-17.74K	0.06%
Jacobi Capital Management LLC	87.94K	Dec 31, 25	+42.47K	0.06%
Zhang Financial LLC	85.90K	Dec 31, 25	+10.35K	0.06%
WELLS FARGO & COMPANY/MN	83.82K	Dec 31, 25	+82.62K	0.06%
HRT FINANCIAL LP	82.46K	Dec 31, 25	+56.80K	0.06%
Steward Partners Investment Advisory, LLC	79.75K	Dec 31, 25	+2.31K	0.06%
BOK Financial Private Wealth, Inc.	79.34K	Dec 31, 25	-7.60K	0.06%
BARINGS LLC	78.60K	Dec 31, 25	+78.60K	0.06%
UMB Bank, n.a.	77.36K	Dec 31, 25	+77.36K	0.05%
NORTHERN TRUST CORP	74.74K	Dec 31, 25	+74.74K	0.05%
Waverly Advisors, LLC	74.22K	Dec 31, 25	-2.69K	0.05%
Ariadne Wealth Management, LP	73.28K	Dec 31, 25	-22.65K	0.05%
Tower Research Capital LLC (TRC)	65.85K	Dec 31, 25	+59.75K	0.05%
Astra Wealth Partners LLC	64.80K	Dec 31, 25	+64.80K	0.05%
Pathstone Holdings, LLC	62.97K	Dec 31, 25	+14.67K	0.04%
Prime Capital Investment Advisors, LLC	62.67K	Dec 31, 25	-7.14K	0.04%
OFC FINANCIAL PLANNING, LLC	62.35K	Dec 31, 25	-6.97K	0.04%
Sanctuary Advisors, LLC	59.60K	Dec 31, 25	+3.67K	0.04%
Family Management Corp	58.98K	Dec 31, 25	-14.17K	0.04%
MORGAN STANLEY	57.56K	Dec 31, 25	+3.73K	0.04%
JONES FINANCIAL COMPANIES LLLP	56.43K	Dec 31, 25	+23.29K	0.04%
Ameritas Advisory Services, LLC	54.32K	Dec 31, 25	+54.12K	0.04%
PRINCIPAL SECURITIES, INC.	52.89K	Dec 31, 25	-2.74K	0.04%
VISTA INVESTMENT MANAGEMENT	52.55K	Dec 31, 25	+4.65K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	51.20K	Dec 31, 25	+11.48K	0.04%
Vertex Planning Partners, LLC	50.84K	Dec 31, 25	+1.65K	0.04%
IMG Wealth Management, Inc.	49.77K	Dec 31, 25	+49.77K	0.04%
Avidian Wealth Solutions, LLC	48.11K	Dec 31, 25	-7.62K	0.03%
MSH Capital Advisors LLC	47.85K	Dec 31, 25	-1.23K	0.03%
Baird Financial Group, Inc.	42.94K	Dec 31, 25	-5.71K	0.03%
Rockefeller Capital Management L.P.	42.38K	Dec 31, 25	+20.21K	0.03%
ZACKS INVESTMENT MANAGEMENT	41.60K	Dec 31, 25	+95	0.03%
CITIGROUP INC	41.50K	Dec 31, 25	-1.95K	0.03%
SRS Capital Advisors, Inc.	40.23K	Dec 31, 25	+40.23K	0.03%
ASSETMARK, INC	40.06K	Dec 31, 25	+3.09K	0.03%
NewEdge Advisors, LLC	39.84K	Dec 31, 25	+6.27K	0.03%
TWO SIGMA SECURITIES, LLC	38.40K	Dec 31, 25	+12.20K	0.03%
RPS ADVISORY SOLUTIONS LLC	38.25K	Dec 31, 25	-11.38K	0.03%
Vista Cima Wealth Management LLC	38.07K	Dec 31, 25	+1.12K	0.03%
SEIZERT CAPITAL PARTNERS, LLC	36.36K	Dec 31, 25	--	0.03%
D.A. DAVIDSON & CO.	35.96K	Dec 31, 25	+1.62K	0.03%
INTREPID FAMILY OFFICE LLC	35.00K	Dec 31, 25	+35.00K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	33.98K	Dec 31, 25	+29.21K	0.02%
Wealthfront Advisers LLC	33.44K	Dec 31, 25	+17.63K	0.02%
Aptus Capital Advisors, LLC	33.23K	Dec 31, 25	+980	0.02%
Quantinno Capital Management LP	33.07K	Dec 31, 25	+17.05K	0.02%
KANE INVESTMENT MANAGEMENT, INC.	32.03K	Dec 31, 25	-3.20K	0.02%
PEAPACK GLADSTONE FINANCIAL CORP	31.98K	Dec 31, 25	-3.32K	0.02%
BCGM Wealth Management, LLC	31.20K	Dec 31, 25	+1.49K	0.02%
Catalytic Wealth RIA, LLC	30.90K	Dec 31, 25	+30.90K	0.02%
GTS SECURITIES LLC	29.20K	Dec 31, 25	+23.48K	0.02%
Capital Wealth Alliance, LLC	28.65K	Dec 31, 25	-869	0.02%
NWF Advisory Services Inc.	28.27K	Dec 31, 25	-48.58K	0.02%
VISTA FINANCE, LLC	28.02K	Dec 31, 25	+8.43K	0.02%
Fusion Capital, LLC	26.18K	Dec 31, 25	-1.15K	0.02%
Long Run Wealth Advisors, LLC	24.88K	Dec 31, 25	+1.16K	0.02%
BANK OF MONTREAL /CAN/	24.58K	Dec 31, 25	+309	0.02%
TAGStone Capital, Inc.	24.49K	Dec 31, 25	+8.97K	0.02%
BANK OF HAWAII	23.09K	Dec 31, 25	+4.35K	0.02%
FIRST NATIONAL BANK OF OMAHA	22.63K	Dec 31, 25	+22.63K	0.02%
Brinker Capital Investments, LLC	22.16K	Dec 31, 25	+434	0.02%
Lionsbridge Wealth Management LLC	21.51K	Dec 31, 25	-1.33K	0.02%
Prudent Man Advisors, LLC	21.25K	Dec 31, 25	-24.93K	0.02%
Round Rock Advisors, LLC	20.41K	Dec 31, 25	+785	0.01%
NewEdge Wealth, LLC	20.13K	Dec 31, 25	+1.27K	0.01%
EVERETT HARRIS & CO /CA/	20.00K	Dec 31, 25	--	0.01%
Wick Capital Partners, LLC	19.69K	Dec 31, 25	+44	0.01%
ELEVATE WEALTH ADVISORY, INC	18.42K	Dec 31, 25	+1.38K	0.01%
Jaffetilchin Investment Partners, LLC	18.18K	Dec 31, 25	+247	0.01%
Perennial Investment Advisors, LLC	17.97K	Dec 31, 25	+1.73K	0.01%
Texas Yale Capital Corp.	17.85K	Dec 31, 25	--	0.01%
Hennion & Walsh Asset Management, Inc.	17.68K	Dec 31, 25	+699	0.01%
Investor's Fiduciary Advisor Network, LLC	17.30K	Dec 31, 25	+12.45K	0.01%
REDW Wealth LLC	16.32K	Dec 31, 25	+1.52K	0.01%
Regal Investment Advisors LLC	16.29K	Dec 31, 25	+359	0.01%
WESCAP Management Group, Inc.	16.07K	Dec 31, 25	+395	0.01%
Proficio Capital Partners LLC	15.97K	Dec 31, 25	-7.31K	0.01%
Equitable Holdings, Inc.	15.23K	Dec 31, 25	-608	0.01%
Pacific Center for Financial Services	14.44K	Dec 31, 25	--	0.01%
KM Capital Management Ltd.	14.41K	Dec 31, 25	+509	0.01%
Bank of Marin	14.29K	Dec 31, 25	-45	0.01%
AE Wealth Management LLC	14.21K	Dec 31, 25	+13.65K	0.01%
Integrated Investment Consultants, LLC	13.78K	Dec 31, 25	+8.90K	0.01%
Red Wave Investments LLC	13.73K	Dec 31, 25	--	0.01%
Lido Advisors, LLC	13.58K	Dec 31, 25	-21	0.01%
Coppell Advisory Solutions LLC	13.01K	Dec 31, 25	+177	0.01%
Advisors Capital Management, LLC	12.97K	Dec 31, 25	+12.97K	0.01%
Coyle Financial Counsel LLC	12.21K	Dec 31, 25	-2.08K	0.01%
Inspire Advisors, LLC	11.86K	Dec 31, 25	+75	0.01%
AlphaCore Capital LLC	11.46K	Dec 31, 25	-120.95K	0.01%
Hexagon Capital Partners LLC	11.32K	Dec 31, 25	-123	0.01%
MARYLAND CAPITAL ADVISORS INC.	11.25K	Dec 31, 25	--	0.01%
Brand Asset Management Group, Inc.	11.16K	Dec 31, 25	-1.88K	0.01%
Aprio Wealth Management, LLC	10.94K	Dec 31, 25	-1.06K	0.01%
CANANDAIGUA NATIONAL BANK & TRUST CO	10.75K	Dec 31, 25	+165	0.01%
FRANKLIN RESOURCES INC	10.00K	Dec 31, 25	--	0.01%
Copia Wealth Management	8.94K	Dec 31, 25	--	0.01%
Kovitz Investment Group Partners, LLC	8.88K	Dec 31, 25	+1.09K	0.01%
Fortis Advisors, LLC	8.86K	Dec 31, 25	+129	0.01%
Sandy Cove Advisors, LLC	8.76K	Dec 31, 25	-19.77K	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	8.39K	Dec 31, 25	+48	0.01%
Kingsview Wealth Management, LLC	8.22K	Dec 31, 25	-178	0.01%
Liquid Strategies, LLC	8.21K	Dec 31, 25	+8.21K	0.01%
Capstone Financial Advisors, Inc.	8.08K	Dec 31, 25	-3.00K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	8.06K	Dec 31, 25	+2.39K	0.01%
Clearwater Capital Advisors, LLC	7.76K	Dec 31, 25	--	0.01%
CONDOR CAPITAL MANAGEMENT	7.49K	Dec 31, 25	+106	0.01%
Guardian Partners Inc.	7.45K	Dec 31, 25	+701	0.01%
BLAIR WILLIAM & CO/IL	7.35K	Dec 31, 25	+2	0.01%
Shepherd Financial Partners LLC	7.17K	Dec 31, 25	-5.65K	0.01%
Foundations Investment Advisors, LLC	7.15K	Dec 31, 25	-3.03K	0.01%
NICOLET ADVISORY SERVICES, LLC	7.13K	Dec 31, 25	+1.21K	0.01%
White Lighthouse Investment Management Inc.	7.00K	Dec 31, 25	--	0.00%
Quartz Partners, LLC	6.97K	Dec 31, 25	+6.97K	0.00%
Betterment LLC	6.97K	Dec 31, 25	-2.06K	0.00%
B & T Capital Management DBA Alpha Capital Management	6.96K	Dec 31, 25	-1.00K	0.00%
Legacy Capital Group California, Inc.	6.93K	Dec 31, 25	+301	0.00%
Hopwood Financial Services, Inc.	6.64K	Dec 31, 25	--	0.00%
COMERICA BANK	6.62K	Dec 31, 25	+3.55K	0.00%
Quadrant Private Wealth Management, LLC	6.43K	Dec 31, 25	--	0.00%
SCOTIA CAPITAL INC.	6.41K	Dec 31, 25	-417	0.00%
PROFFITT & GOODSON INC	6.25K	Dec 31, 25	+449	0.00%
Leading Edge Financial Planning LLC	5.97K	Dec 31, 25	-620	0.00%
BNP PARIBAS ARBITRAGE, SNC	5.97K	Dec 31, 25	+5.95K	0.00%
Migdal Insurance & Financial Holdings Ltd.	5.90K	Dec 31, 25	+5.90K	0.00%
SageView Advisory Group, LLC	5.80K	Dec 31, 25	+990	0.00%
Cresset Asset Management, LLC	5.77K	Dec 31, 25	-226	0.00%
HOWARD WEALTH MANAGEMENT, LLC	5.48K	Dec 31, 25	+1.29K	0.00%
TD Waterhouse Canada Inc.	5.25K	Dec 31, 25	+254	0.00%
Facet Wealth, Inc.	5.18K	Dec 31, 25	+5.18K	0.00%
AQR CAPITAL MANAGEMENT LLC	5.18K	Dec 31, 25	--	0.00%
Aviance Capital Partners, LLC	5.08K	Dec 31, 25	--	0.00%
HARBOUR INVESTMENTS, INC.	5.07K	Dec 31, 25	-9.11K	0.00%
Aspen Wealth Strategies, LLC	4.96K	Dec 31, 25	-246	0.00%
MERCER GLOBAL ADVISORS INC /ADV	4.87K	Dec 31, 25	+4.87K	0.00%
M1 Capital Management LLC	4.61K	Dec 31, 25	--	0.00%
Portfolio Strategies, Inc.	4.37K	Dec 31, 25	-219	0.00%
Empower Advisory Group, LLC	4.34K	Dec 31, 25	--	0.00%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	4.31K	Dec 31, 25	+132	0.00%
Concorde Asset Management, LLC	4.30K	Dec 31, 25	+4.30K	0.00%
BlueChip Wealth Advisors LLC	4.22K	Dec 31, 25	-2.96K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	4.20K	Dec 31, 25	+4.20K	0.00%
Galilei Investment Office LLP	4.00K	Dec 31, 25	--	0.00%
MAI Capital Management	3.91K	Dec 31, 25	-2.02K	0.00%
WINNOW WEALTH LLC	3.44K	Dec 31, 25	-391	0.00%
Avalon Trust Co	3.40K	Dec 31, 25	-700	0.00%
Financial Perspectives, Inc	3.33K	Dec 31, 25	-697	0.00%
Knights of Columbus Asset Advisors LLC	3.17K	Dec 31, 25	--	0.00%
Newbridge Financial Services Group, Inc.	2.50K	Dec 31, 25	-406	0.00%
Geneos Wealth Management Inc.	2.39K	Dec 31, 25	-18	0.00%
MPWM ADVISORY SOLUTIONS, LLC	2.20K	Dec 31, 25	--	0.00%
Transce3nd, LLC	2.18K	Dec 31, 25	-825	0.00%
Turning Point Benefit Group, Inc.	2.15K	Dec 31, 25	-272	0.00%
Atlantic Union Bankshares Corp	1.91K	Dec 31, 25	--	0.00%
Private Wealth Asset Management, LLC	1.40K	Dec 31, 25	+1.40K	0.00%
CKW FINANCIAL GROUP	1.28K	Dec 31, 25	--	0.00%
AMERIFLEX GROUP, INC.	1.05K	Dec 31, 25	-1.05K	0.00%
Kingdom Financial Group LLC.	910	Dec 31, 25	+910	0.00%
SOA Wealth Advisors, LLC.	877	Dec 31, 25	--	0.00%
Capital Analysts, LLC	659	Dec 31, 25	-197	0.00%
Cornerstone Planning Group LLC	633	Dec 31, 25	+6	0.00%
Front Row Advisors LLC	550	Dec 31, 25	--	0.00%
Triumph Capital Management	550	Dec 31, 25	--	0.00%
TD Capital Management LLC	539	Dec 31, 25	+519	0.00%
Dunhill Financial, LLC	500	Dec 31, 25	-1.24K	0.00%
Crews Bank & Trust	404	Dec 31, 25	--	0.00%
Rossby Financial, LCC	387	Dec 31, 25	-210	0.00%
Clearstead Trust, LLC	198	Dec 31, 25	--	0.00%
Center for Financial Planning, Inc.	188	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	180	Dec 31, 25	-20	0.00%
Cherry Tree Wealth Management, LLC	123	Dec 31, 25	--	0.00%
Bernard Wealth Management Corp.	90	Dec 31, 25	--	0.00%
Pandora Wealth, Inc.	43	Dec 31, 25	--	0.00%
Colonial Trust Advisors	26	Dec 31, 25	--	0.00%
TUCKER ASSET MANAGEMENT LLC	21	Dec 31, 25	+21	0.00%
Lloyd Advisory Services, LLC.	16	Dec 31, 25	+16	0.00%
Smartleaf Asset Management LLC	2	Dec 31, 25	--	0.00%
EverSource Wealth Advisors, LLC	2	Dec 31, 25	--	0.00%
Keystone Financial Group	--	Dec 31, 25	-3.31K	--
Snowden Capital Advisors LLC	--	Dec 31, 25	-6.57K	--
Kiker Wealth Management, LLC	--	Dec 31, 25	-88	--
CAPITAL INSIGHT PARTNERS, LLC	--	Dec 31, 25	-5.67K	--
Roger Wittlin Investment Advisory, LLC	--	Dec 31, 25	-9.57K	--
Boulder Wealth Advisors, LLC	--	Dec 31, 25	-40.71K	--
NWAM LLC	--	Dec 31, 25	-4.31K	--
Integrated Wealth Concepts LLC	--	Dec 31, 25	-14.67K	--
Kintayl Capital LP	--	Dec 31, 25	-45.38K	--
Arkadios Wealth Advisors	--	Dec 31, 25	-10.21K	--
Wealthspire Advisors, LLC	--	Dec 31, 25	-2.37K	--
JANE STREET GROUP, LLC	--	Dec 31, 25	-48.34K	--
RFP Financial Group LLC	--	Dec 31, 25	-91.69K	--
PFG Advisors	--	Dec 31, 25	-7.76K	--
Rehmann Capital Advisory Group	--	Dec 31, 25	-4.05K	--
MONETA GROUP INVESTMENT ADVISORS LLC	--	Dec 31, 25	-4.26K	--
Alpha Financial Partners, LLC	--	Dec 31, 25	-5.24K	--
49 WEALTH MANAGEMENT, LLC	--	Dec 31, 25	-10.46K	--
RETIREMENT CAPITAL STRATEGIES	--	Dec 31, 25	-47.73K	--
Premier Financial Group	--	Dec 31, 25	-5.00K	--
CITADEL ADVISORS LLC	--	Dec 31, 25	-364.88K	--
FLOW TRADERS U.S. LLC	--	Dec 31, 25	-44.82K	--
PINNACLE FINANCIAL PARTNERS INC	151.21K	Sep 30, 25	-13.50K	0.11%
First International Bank & Trust	111.38K	Sep 30, 25	--	0.08%
Burt Wealth Advisors	100.25K	Sep 30, 25	+81.89K	0.07%
Moloney Securities Asset Management, LLC	73.45K	Sep 30, 25	+20.41K	0.05%
Watts Gwilliam & Co., LLC	42.07K	Sep 30, 25	-593	0.03%
SYNOVUS FINANCIAL CORP	32.25K	Sep 30, 25	+897	0.02%
GRIES FINANCIAL LLC	26.98K	Sep 30, 25	+3.95K	0.02%
COUNTRY CLUB BANK /GFN	22.91K	Sep 30, 25	+2.54K	0.02%
Bristlecone Advisors, LLC	20.70K	Sep 30, 25	+2.37K	0.01%
WNY Asset Management, LLC	9.23K	Sep 30, 25	+306	0.01%
Strategic Wealth Partners, Ltd.	2.46K	Sep 30, 25	-1.16K	0.00%
Creekmur Asset Management LLC	1.55K	Sep 30, 25	-40	0.00%
Abich Financial Wealth Management LLC	274	Sep 30, 25	+274	0.00%
EWG Elevate Inc.	--	Sep 30, 25	-8.69K	--
Financial Advocates Investment Management	--	Sep 30, 25	-5.04K	--
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-3.97K	--
Legacy Investment Solutions, LLC	98.89K	Jun 30, 25	+98.89K	0.07%
Financial Gravity Companies, Inc.	86.23K	Jun 30, 25	+86.23K	0.06%
Parkworth Wealth Management, Inc.	68.41K	Jun 30, 25	+10.74K	0.05%
AVANTAX ADVISORY SERVICES, INC.	42.37K	Jun 30, 25	+2.15K	0.03%
Talon Private Wealth, LLC	34.76K	Jun 30, 25	+14.79K	0.02%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-34.80K	--
Morningstar Investment Services LLC	14.06K	Mar 31, 25	-1.72K	0.01%
Orion Portfolio Solutions, LLC	10.75K	Mar 31, 25	+4.82K	0.01%
CAROLINAS WEALTH CONSULTING LLC	11	Mar 31, 25	-251	0.00%
HANSEATIC MANAGEMENT SERVICES INC	190.36K	Dec 31, 24	+14.23K	0.13%
Bison Wealth, LLC	90.28K	Dec 31, 24	+21.93K	0.06%
Wellington Wealth Strategies, LLC.	84.43K	Dec 31, 24	-24.63K	0.06%
HTLF Bank	76.63K	Dec 31, 24	-4.03K	0.05%
Riggs Capital Management LLC	20.45K	Dec 31, 24	+20.45K	0.01%
Bray Capital Advisors	19.86K	Dec 31, 24	--	0.01%
Sugarloaf Wealth Management, LLC	8.64K	Dec 31, 24	+2.99K	0.01%
RAYMOND JAMES & ASSOCIATES	401.35K	Sep 30, 24	-273.26K	0.28%
Raymond James Financial Services Advisors, Inc.	323.94K	Sep 30, 24	+35.17K	0.23%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	256.50K	Sep 30, 24	+15.38K	0.18%
Gateway Advisory, LLC	64.26K	Sep 30, 24	+1.02K	0.05%
RAYMOND JAMES TRUST N.A.	22.71K	Sep 30, 24	-116	0.02%
Argent Financial Group, Inc.	19.84K	Sep 30, 24	+19.84K	0.01%
FinTrust Capital Advisors, LLC	10.42K	Sep 30, 24	--	0.01%
GUARDIAN CAPITAL ADVISORS LP	6.20K	Sep 30, 24	+800	0.00%
Zega Financial, LLC	4.97K	Sep 30, 24	+4.97K	0.00%
BlackRock Inc.	3.91M	Jun 30, 24	-521.12K	2.76%
Gratus Capital LLC	550.61K	Jun 30, 24	+342.24K	0.39%
Vantage Financial Partners Ltd., Inc.	4.00K	Jun 30, 24	--	0.00%
Rain Capital Management, LLC	529	Jun 30, 24	+5	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	470	Jun 30, 24	+53	0.00%
Spotlight Asset Group, Inc.	43	Jun 30, 24	--	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	--	Jun 30, 24	-1.51K	--
Cetera Advisor Networks LLC	413.94K	Mar 31, 24	+46.28K	0.29%
Cetera Advisors LLC	44.22K	Mar 31, 24	+16.42K	0.03%
Crestone Asset Management LLC	10.95K	Mar 31, 24	-8.28K	0.01%
InterOcean Capital Group, LLC	4.34K	Mar 31, 24	+4.34K	0.00%
Retirement Group, LLC	75	Mar 31, 24	--	0.00%
Connectus Wealth, LLC	--	Mar 31, 24	-11.88K	--
Eudaimonia Partners, LLC	--	Mar 31, 24	-41.20K	--
Derbend Asset Management	--	Mar 31, 24	-5.17K	--
Baystate Wealth Management LLC	1.16M	Dec 31, 23	+31.61K	0.82%
StrategIQ Financial Group, LLC	4.51K	Dec 31, 23	-159.49K	0.00%
FOSTER DYKEMA CABOT & CO INC/MA	690.10K	Sep 30, 23	+6.18K	0.49%
Windsor Group LTD	169.21K	Sep 30, 23	+1.84K	0.12%
DUBUQUE BANK & TRUST CO	37.65K	Sep 30, 23	-11.49K	0.03%
PATHSTONE FAMILY OFFICE, LLC	8.44K	Sep 30, 23	--	0.01%
COLONY GROUP LLC	--	Sep 30, 23	-6.15K	--
Kistler-Tiffany Companies, LLC	61.11K	Jun 30, 23	+12.76K	0.04%
STONNINGTON GROUP, LLC	8.11K	Mar 31, 23	+50	0.01%
COMPASS FINANCIAL ADVISORS LLC	6.60K	Mar 31, 23	--	0.00%
GOFEN & GLOSSBERG LLC /IL/	276.88K	Dec 31, 22	-36.91K	0.20%
RESOLUTE FINANCIAL, LLC	49.20K	Dec 31, 22	+16.71K	0.03%
Sargent Bickham Lagudis LLC	10.03K	Dec 31, 22	-46.43K	0.01%
Personal Capital Advisors Corp	6.09K	Dec 31, 22	--	0.00%
Doyle Wealth Management	1.83M	Sep 30, 22	+74.99K	1.29%
SP Asset Management	521.47K	Sep 30, 22	-87.73K	0.37%
SWM Advisors	133.09K	Sep 30, 22	+274	0.09%
Brightworth	74.23K	Sep 30, 22	+150	0.05%
Portfolio Solutions, LLC	31.15K	Sep 30, 22	+11.83K	0.02%
Covington Capital Management	22.85K	Sep 30, 22	-54.30K	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	9.74K	Sep 30, 22	+2.35K	0.01%
RGT Wealth Advisors, LLC	6.40K	Sep 30, 22	-1.50K	0.00%
Bell Rock Capital LLC	6.23K	Sep 30, 22	+6.23K	0.00%
American Portfolios Advisors	263	Sep 30, 22	-726	0.00%
FURE FINANCIAL CORP	--	Sep 30, 22	-40	--
BT Wealth Management LLC	200.68K	Jun 30, 22	+200.68K	0.14%
DIXON HUBARD FEINOUR & BROWN INC/VA	142.16K	Jun 30, 22	+80.00K	0.10%
B. Riley Wealth Management, Inc.	79.90K	Jun 30, 22	+36.90K	0.06%
Pinnacle Private Wealth, LLC	7.73K	Jun 30, 22	+7.73K	0.01%
HC FINANCIAL ADVISORS INC	1.89K	Jun 30, 22	-19.94K	0.00%
Adams Chetwood Wealth Management LLC	10.14K	Mar 31, 22	+10.14K	0.01%
People's United Financial, Inc.	7.69K	Mar 31, 22	--	0.01%
Johanson Financial Advisors, Inc.	158.63K	Dec 31, 21	+13.04K	0.11%
Country Club Trust Company, n.a.	55.02K	Dec 31, 21	-4.25K	0.04%
NexWave Capital Partners LLC	44.05K	Dec 31, 21	-10.01K	0.03%
Biltmore Capital Advisors LLC	11.76K	Dec 31, 21	-1.13K	0.01%
NEXT Financial Group, Inc	84	Dec 31, 21	-783	0.00%
Hochman Cole Investment Advisors, Inc.	185.80K	Sep 30, 21	-11.08K	0.13%
Pacific Edge Advisors, LLC	106.80K	Sep 30, 21	+99.80K	0.08%
HATTON CONSULTING, INC.	48.82K	Sep 30, 21	-5.99K	0.03%
Harborview Advisors, LLC	7.41K	Sep 30, 21	+158	0.01%
Sonora Investment Management, LLC	100	Sep 30, 21	--	0.00%
Pinnacle Wealth Advisors	325.73K	Jun 30, 21	+325.73K	0.23%
Novak Financial Planning, LLC	153.41K	Jun 30, 21	+3.41K	0.11%
WealthStone, Inc.	5.93K	Mar 31, 21	--	0.00%
OLD MISSION CAPITAL, LLC	22.48K	Dec 31, 20	+22.48K	0.02%
Winslow, Evans & Crocker, Inc.	680	Dec 31, 20	+680	0.00%
Watson Rebecca	75.08K	Sep 30, 20	+2.75K	0.05%
First Allied Advisory Services, Inc.	4.70K	Sep 30, 20	-923	0.00%
Lucia Wealth Services, LLC	4.40K	Sep 30, 20	--	0.00%
LifePlan Financial Group, Inc	1.06K	Sep 30, 20	--	0.00%
TCG Advisors, LP	--	Sep 30, 20	-64.38K	--
TRUEWEALTH LLC	121	Jun 30, 20	+21	0.00%
ACCURATE INVESTMENT SOLUTIONS, INC.	2.78K	Mar 31, 20	+988	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	160.74K	Dec 31, 19	-90.75K	0.11%
Advisor Group, Inc.	66.20K	Dec 31, 19	+2.26K	0.05%
BOSTON ADVISORS LLC	455.24K	Sep 30, 19	+11.38K	0.32%
Wealth & Pension Services Group, Inc.	3.97K	Sep 30, 19	--	0.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	3.62K	Sep 30, 19	-293	0.00%
Virtu KCG Holdings LLC	8.57K	Jun 30, 17	+450	0.01%
MSI Financial Services Inc	516	Dec 31, 16	--	0.00%

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Holder

Date

Change

% Held

DONALDSON CAPITAL MANAGEMENT, LLC

1.93M

Mar 31, 26

-224.76K

1.36%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.74M

Mar 31, 26

-1.16M

1.23%

Winthrop Advisory Group LLC

1.22M

Mar 31, 26

+47.19K

0.87%

Foster Group, Inc.

1.12M

Mar 31, 26

+70.09K

0.79%

Capital Advantage, Inc.

731.85K

Mar 31, 26

+13.55K

0.52%

EXCHANGE TRADED CONCEPTS, LLC

710.45K

Mar 31, 26

+3.12K

0.50%

CARY STREET PARTNERS FINANCIAL LLC

684.43K

Mar 31, 26

+88.08K

0.48%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

604.73K

Mar 31, 26

+39.30K

0.43%

Steele Capital Management, Inc.

492.48K

Mar 31, 26

+51.83K

0.35%

Private Advisor Group, LLC

458.78K

Mar 31, 26

+123.39K

0.32%

Cambridge Investment Research Advisors, Inc.

444.38K

Mar 31, 26

-10.90K

0.31%

Elwood & Goetz Wealth Advisory Group, LLC

407.44K

Mar 31, 26

-32.37K

0.29%

Roble, Belko & Company, Inc

404.27K

Mar 31, 26

+602

0.29%

SIGNATUREFD, LLC

376.64K

Mar 31, 26

-44.20K

0.27%

J.W. COLE ADVISORS, INC.

359.23K

Mar 31, 26

+4.77K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

313.69K

Mar 31, 26

-42.20K

0.22%

Congress Park Capital LLC

270.75K

Mar 31, 26

-17.89K

0.19%

FORTE ASSET MANAGEMENT LLC

269.63K

Mar 31, 26

+195.18K

0.19%

Resonant Capital Advisors, LLC

253.63K

Mar 31, 26

-202.15K

0.18%

Exeter Financial, LLC

253.32K

Mar 31, 26

-6.22K

0.18%

Global Strategic Investment Solutions, LLC

243.38K

Mar 31, 26

-13.14K

0.17%

Bay Capital Advisors, LLC

241.54K

Mar 31, 26

+33.97K

0.17%

Merit Financial Group, LLC

237.93K

Mar 31, 26

+52.01K

0.17%

Janney Montgomery Scott LLC

229.20K

Mar 31, 26

+28.46K

0.16%

HENGEHOLD CAPITAL MANAGEMENT LLC

193.98K

Mar 31, 26

+6.28K

0.14%

Snider Financial Group

176.30K

Mar 31, 26

-28.30K

0.12%

FLAGSHIP HARBOR ADVISORS, LLC

162.97K

Mar 31, 26

+20.34K

0.12%

WT Wealth Management

162.71K

Mar 31, 26

+75.86K

0.12%

Rochester Wealth Strategies, LLC

153.64K

Mar 31, 26

+14.87K

0.11%

Farrow Financial Inc.

149.34K

Mar 31, 26

-789

0.11%

BEACON FINANCIAL GROUP

140.12K

Mar 31, 26

+140.12K

0.10%

Cerro Pacific Wealth Advisors LLC

138.32K

Mar 31, 26

+18.62K

0.10%

Concurrent Investment Advisors, LLC

136.10K

Mar 31, 26

+6.39K

0.10%

Able Wealth Management LLC

131.41K

Mar 31, 26

+7.74K

0.09%

MJT & Associates Financial Advisory Group, Inc.

129.74K

Mar 31, 26

+26.11K

0.09%

Sowell Financial Services LLC

116.21K

Mar 31, 26

-8.32K

0.08%

Dynamic Advisor Solutions LLC

113.59K

Mar 31, 26

+1.54K

0.08%

Powerhouse Assets LLC

109.84K

Mar 31, 26

+11.90K

0.08%

PEAK FINANCIAL ADVISORS LLC

107.14K

Mar 31, 26

+107.14K

0.08%

Kestra Advisory Services, LLC

100.53K

Mar 31, 26

+72.69K

0.07%

IRON Financial LLC

99.69K

Mar 31, 26

+4.76K

0.07%

Sequoia Financial Advisors, LLC

99.64K

Mar 31, 26

-10.99K

0.07%

WealthBridge Capital Management, LLC

98.78K

Mar 31, 26

+2.78K

0.07%

SEMITAM BONAM LLC

93.57K

Mar 31, 26

+6.88K

0.07%

CASTLE WEALTH MANAGEMENT LLC

90.19K

Mar 31, 26

+90.19K

0.06%

Agate Pass Investment Management, LLC

84.63K

Mar 31, 26

+6.48K

0.06%

Coastal Investment Advisors, Inc.

83.99K

Mar 31, 26

+3.81K

0.06%

LongView Wealth Management

82.50K

Mar 31, 26

-46.52K

0.06%

BCR Wealth Strategies, LLC

82.36K

Mar 31, 26

+1.82K

0.06%

Princeton Global Asset Management LLC

79.06K

Mar 31, 26

+2.12K

0.06%

INTEGRAL INVESTMENT ADVISORS, INC.

78.22K

Mar 31, 26

-2.81K

0.06%

Krilogy Financial LLC

73.68K

Mar 31, 26

-13.82K

0.05%

HOWLAND CAPITAL MANAGEMENT LLC

73.15K

Mar 31, 26

+1.69K

0.05%

Farther Finance Advisors, LLC

72.59K

Mar 31, 26

+24.82K

0.05%

GUYASUTA INVESTMENT ADVISORS INC

71.13K

Mar 31, 26

+71.13K

0.05%

CAHABA WEALTH MANAGEMENT, INC.

70.97K

Mar 31, 26

+51.72K

0.05%

PHILLIPS FINANCIAL MANAGEMENT, LLC

67.22K

Mar 31, 26

-15.14K

0.05%

David Kennon Inc

67.11K

Mar 31, 26

+67.11K

0.05%

Chesley Taft & Associates LLC

65.36K

Mar 31, 26

+24.33K

0.05%

Tempus Wealth Planning, LLC

62.82K

Mar 31, 26

-6.86K

0.04%

CFS Investment Advisory Services, LLC

60.86K

Mar 31, 26

+12.50K

0.04%

StoneCrest Wealth Management, Inc.

53.30K

Mar 31, 26

-2.05K

0.04%

RHS Financial, LLC

49.90K

Mar 31, 26

-6.64K

0.04%

Apollon Wealth Management, LLC

45.95K

Mar 31, 26

+45.95K

0.03%

SHEETS SMITH WEALTH MANAGEMENT

44.62K

Mar 31, 26

-443

0.03%

Michels Family Financial, LLC

44.45K

Mar 31, 26

-819

0.03%

Bogart Wealth, LLC

43.69K

Mar 31, 26

+1.88K

0.03%

Integrated Advisors Network LLC

43.05K

Mar 31, 26

+43.05K

0.03%

GREENUP STREET WEALTH MANAGEMENT LLC

42.92K

Mar 31, 26

+1.78K

0.03%

Guardian Wealth Advisors, LLC

41.98K

Mar 31, 26

+8.02K

0.03%

Quaker Wealth Management, LLC

41.39K

Mar 31, 26

+345

0.03%

Comprehensive Money Management Services LLC

41.09K

Mar 31, 26

+2.71K

0.03%

Ifrah Financial Services, Inc.

40.32K

Mar 31, 26

+122

0.03%

Belpointe Asset Management LLC

39.75K

Mar 31, 26

-513

0.03%

Valmark Advisers, Inc.

38.80K

Mar 31, 26

-801

0.03%

Perigon Wealth Management, LLC

38.70K

Mar 31, 26

+17.93K

0.03%

CGN Advisors LLC

38.06K

Mar 31, 26

+5.69K

0.03%

Miracle Mile Advisors, LLC

33.74K

Mar 31, 26

-4.92K

0.02%

CANANDAIGUA NATIONAL CORP

33.48K

Mar 31, 26

+33.48K

0.02%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

33.47K

Mar 31, 26

-77.30K

0.02%

Global Assets Advisory, LLC

31.79K

Mar 31, 26

+31.79K

0.02%

Stratos Wealth Partners, LTD.

31.30K

Mar 31, 26

+18.44K

0.02%

IFP Advisors, Inc

31.17K

Mar 31, 26

+2.59K

0.02%

Vise Technologies, Inc.

31.12K

Mar 31, 26

0.02%

Robertson Stephens Wealth Management, LLC

30.75K

Mar 31, 26

+26.08K

0.02%

Impact Partnership Wealth, LLC

30.64K

Mar 31, 26

+5.04K

0.02%

BEACON INVESTMENT ADVISORY SERVICES, INC.

28.57K

Mar 31, 26

-11.99K

0.02%

Csenge Advisory Group

28.36K

Mar 31, 26

0.02%

Matrix Trust Co

28.14K

Mar 31, 26

+5.82K

0.02%

Thrive Capital Management, LLC

27.61K

Mar 31, 26

-7.18K

0.02%

Slow Capital, Inc.

27.32K

Mar 31, 26

-20.90K

0.02%

Bulwark Capital Corp

26.25K

Mar 31, 26

+24.23K

0.02%

AssuredPartners Investment Advisors, LLC

26.06K

Mar 31, 26

+26.06K

0.02%

PARK AVENUE SECURITIES LLC

26.04K

Mar 31, 26

+26.04K

0.02%

Brookstone Capital Management

25.73K

Mar 31, 26

+3.07K

0.02%

Ackerman Asset Management, LLC

24.72K

Mar 31, 26

+12.75K

0.02%

Tradewinds Capital Management, LLC

23.51K

Mar 31, 26

+154

0.02%

YHB Investment Advisors, Inc.

21.36K

Mar 31, 26

+23

0.02%

BLB&B Advisors, LLC

21.27K

Mar 31, 26

+8.39K

0.02%

Peterson Wealth Advisors, LLC

20.91K

Mar 31, 26

-22.92K

0.01%

CLUNE & ASSOCIATES, LTD.

20.87K

Mar 31, 26

-871

0.01%

Boltwood Capital Management

20.50K

Mar 31, 26

+50

0.01%

FIFTH THIRD BANCORP

19.75K

Mar 31, 26

+19.75K

0.01%

Johnson Bixby & Associates, LLC

19.26K

Mar 31, 26

+11.16K

0.01%

WHITTIER TRUST CO

18.31K

Mar 31, 26

0.01%

Old North State Wealth Management, LLC

17.77K

Mar 31, 26

-1.63K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.74K

Mar 31, 26

-4.82K

0.01%

Glass Jacobson Investment Advisors llc

16.97K

Mar 31, 26

0.01%

Heck Capital Advisors, LLC

16.82K

Mar 31, 26

+2.02K

0.01%

OPPENHEIMER & CO INC

16.26K

Mar 31, 26

+793

0.01%

TECTONIC ADVISORS LLC

16.11K

Mar 31, 26

+1.55K

0.01%

Global Wealth Management Investment Advisory, Inc.

16.09K

Mar 31, 26

0.01%

Bulltick Wealth Management, LLC

15.31K

Mar 31, 26

-24.00K

0.01%

Sovereign Financial Group, Inc.

15.23K

Mar 31, 26

+15.23K

0.01%

Argent Advisors, Inc.

14.95K

Mar 31, 26

+2.15K

0.01%

Park Place Capital Corp

14.58K

Mar 31, 26

+96

0.01%

CWA Asset Management Group, LLC

14.50K

Mar 31, 26

-5.13K

0.01%

SEARCY FINANCIAL SERVICES INC /ADV

14.09K

Mar 31, 26

+885

0.01%

Capital Advisors, Ltd. LLC

13.86K

Mar 31, 26

-1.29K

0.01%

Investment Planning Advisors, Inc.

13.70K

Mar 31, 26

+197

0.01%

CVA Family Office, LLC

13.49K

Mar 31, 26

-595

0.01%

REGATTA CAPITAL GROUP, LLC

13.24K

Mar 31, 26

-40

0.01%

Emerald Advisors, LLC

13.09K

Mar 31, 26

-3.88K

0.01%

Octavia Wealth Advisors, LLC

12.28K

Mar 31, 26

-88

0.01%

Riverstone Advisors, LLC

12.24K

Mar 31, 26

+12.24K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

12.17K

Mar 31, 26

+12.17K

0.01%

TRUIST FINANCIAL CORP

11.84K

Mar 31, 26

+7.42K

0.01%

GSB Wealth Management, LLC

11.78K

Mar 31, 26

0.01%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

11.69K

Mar 31, 26

+49

0.01%

WETZEL INVESTMENT ADVISORS, INC.

11.65K

Mar 31, 26

+4.55K

0.01%

Tilson Financial Group, Inc.

11.65K

Mar 31, 26

0.01%

Prossimo Advisors, LLC

11.33K

Mar 31, 26

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

11.12K

Mar 31, 26

+337

0.01%

Atwater Malick LLC

10.77K

Mar 31, 26

+10.77K

0.01%

WEALTHSPAN PARTNERS, LLC

10.24K

Mar 31, 26

-2

0.01%

TSFG, LLC

10.15K

Mar 31, 26

-439

0.01%

Physician Wealth Advisors, Inc.

10.01K

Mar 31, 26

-291

0.01%

Applied Capital LLC

9.95K

Mar 31, 26

-2.93K

0.01%

AVAII WEALTH MANAGEMENT, LLC

9.77K

Mar 31, 26

+2.00K

0.01%

BLUE SQUARE ASSET MANAGEMENT, LLC

9.62K

Mar 31, 26

+3.69K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

9.42K

Mar 31, 26

-73

0.01%

Optas, LLC

9.40K

Mar 31, 26

+4.15K

0.01%

Spire Wealth Management

9.21K

Mar 31, 26

+28

0.01%

Patten Group, Inc.

9.18K

Mar 31, 26

+1.36K

0.01%

CGC Financial Services, LLC

8.97K

Mar 31, 26

-831

0.01%

Nvest Financial, LLC

8.90K

Mar 31, 26

0.01%

JGP Wealth Management, LLC

8.84K

Mar 31, 26

-7.62K

0.01%

ALTERNA WEALTH MANAGEMENT, INC

8.67K

Mar 31, 26

0.01%

CoreCap Advisors, LLC

8.39K

Mar 31, 26

+8.34K

0.01%

Southland Equity Partners LLC

8.31K

Mar 31, 26

-304

0.01%

Liquid Strategies, LLC

8.21K

Mar 31, 26

0.01%

New Capital Management LP

8.15K

Mar 31, 26

-197

0.01%

Charter Oak Capital Management, LLC

8.09K

Mar 31, 26

-455

0.01%

Seed Wealth Management, Inc.

8.00K

Mar 31, 26

0.01%

FIFTH THIRD SECURITIES, INC.

7.77K

Mar 31, 26

+914

0.01%

Koshinski Asset Management, Inc.

7.65K

Mar 31, 26

-75

0.01%

Alley Investment Management Company, LLC

7.39K

Mar 31, 26

0.01%

Courage Miller Partners, LLC

7.35K

Mar 31, 26

0.01%

Certified Advisory Corp

7.26K

Mar 31, 26

-1.74K

0.01%

Mascoma Wealth Management LLC

7.08K

Mar 31, 26

-244

0.01%

Mayflower Financial Advisors, LLC

6.88K

Mar 31, 26

+2.67K

0.00%

PRIVATE CLIENT SERVICES, LLC

6.88K

Mar 31, 26

+1.43K

0.00%

Everstar Asset Management, LLC

6.77K

Mar 31, 26

-806

0.00%

SVB WEALTH LLC

6.75K

Mar 31, 26

-7.00K

0.00%

Verum Partners LLC

6.54K

Mar 31, 26

-2.89K

0.00%

SILVER OAK SECURITIES, INCORPORATED

6.03K

Mar 31, 26

+1.07K

0.00%

Pine Haven Investment Counsel, Inc

5.90K

Mar 31, 26

-254

0.00%

Advisors Capital Management, LLC

5.82K

Mar 31, 26

-7.14K

0.00%

OLD SECOND NATIONAL BANK OF AURORA

5.80K

Mar 31, 26

0.00%

Accurate Wealth Management, LLC

5.67K

Mar 31, 26

-588

0.00%

Spectrum Planning & Advisory Services Inc.

5.48K

Mar 31, 26

+5.48K

0.00%

Forza Wealth Management, LLC

5.47K

Mar 31, 26

+5.47K

0.00%

Spinnaker Investment Group, LLC

5.38K

Mar 31, 26

-272

0.00%

LIFELONG WEALTH ADVISORS, INC.

5.33K

Mar 31, 26

-20

0.00%

BridgePort Financial Solutions, LLC

5.25K

Mar 31, 26

-513

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

5.13K

Mar 31, 26

-645

0.00%

Serenus Wealth Advisors, LLC

5.06K

Mar 31, 26

0.00%

Traub Capital Management LLC

4.87K

Mar 31, 26

+40

0.00%

Claro Advisors LLC

4.70K

Mar 31, 26

+593

0.00%

NORDEN GROUP LLC

4.69K

Mar 31, 26

0.00%

WealthShield Partners, LLC

4.48K

Mar 31, 26

-14.71K

0.00%

ONE Advisory Partners, LLC

4.44K

Mar 31, 26

+4.44K

0.00%

SAGE RHINO CAPITAL LLC

4.38K

Mar 31, 26

0.00%

CENTRAL VALLEY ADVISORS, LLC

4.32K

Mar 31, 26

+4.32K

0.00%

United Advisor Group, LLC

4.24K

Mar 31, 26

-49

0.00%

EXENCIAL WEALTH ADVISORS, LLC

4.22K

Mar 31, 26

+4.22K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.20K

Mar 31, 26

0.00%

HF Advisory Group, LLC

4.14K

Mar 31, 26

-425

0.00%

SeaCrest Wealth Management, LLC

4.11K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

4.05K

Mar 31, 26

+2.65K

0.00%

General Partner, Inc.

3.98K

Mar 31, 26

-82.19K

0.00%

ENCOMPASS WEALTH ADVISORS, LLC

3.97K

Mar 31, 26

-210

0.00%

STEPHENS INC /AR/

3.96K

Mar 31, 26

0.00%

Byrne Asset Management LLC

3.95K

Mar 31, 26

+3.95K

0.00%

AdvisorNet Financial, Inc

2.64K

Mar 31, 26

0.00%

Oakworth Capital, Inc.

2.54K

Mar 31, 26

-1.50K

0.00%

WHITTIER TRUST CO OF NEVADA INC

2.42K

Mar 31, 26

0.00%

Golden State Equity Partners

2.40K

Mar 31, 26

+2.40K

0.00%

Ronald Blue Trust, Inc.

2.17K

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

1.98K

Mar 31, 26

+1.98K

0.00%

Root Financial Partners, LLC

1.80K

Mar 31, 26

-236

0.00%

ATWOOD & PALMER INC

1.52K

Mar 31, 26

0.00%

MATHER GROUP, LLC.

1.23K

Mar 31, 26

+1.23K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.15K

Mar 31, 26

-4.78K

0.00%

HHM Wealth Advisors, LLC

1.01K

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

1.01K

Mar 31, 26

0.00%

Noble Wealth Management PBC

691

Mar 31, 26

-4.39K

0.00%

Rosenberg Matthew Hamilton

670

Mar 31, 26

0.00%

NBC SECURITIES, INC.

647

Mar 31, 26

+50

0.00%

Harbor Asset Planning, Inc.

625

Mar 31, 26

0.00%

Sound Income Strategies, LLC

214

Mar 31, 26

0.00%

LRI Investments, LLC

185

Mar 31, 26

-154

0.00%

Bell Investment Advisors, Inc

154

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

150

Mar 31, 26

+150

0.00%

HORIZON FINANCIAL SERVICES, LLC

129

Mar 31, 26

0.00%

Navigoe, LLC

Mar 31, 26

+74

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

MB, LEVIS & ASSOCIATES, LLC

Mar 31, 26

0.00%

Ridgeline Wealth, LLC

Mar 31, 26

-3.99K

Client First Capital LLC

Mar 31, 26

-61.09K

McGlone Suttner Wealth Management, Inc.

Mar 31, 26

-4.53K

AMERICAN NATIONAL BANK

Mar 31, 26

-740

ACUTE INVESTMENT ADVISORY, LLC

Mar 31, 26

-32.68K

Rede Wealth, LLC

Mar 31, 26

-7.21K

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Mar 31, 26

-5.33K

MBE Wealth Management, LLC

Mar 31, 26

-6.06K

MV CAPITAL MANAGEMENT, INC.

Mar 31, 26

-38

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-64.43K

Avion Wealth

Mar 31, 26

-177

True Link Financial Advisors, LLC

Mar 31, 26

-40.97K

BANK OF AMERICA CORP /DE/

4.05M

Dec 31, 25

-482.75K

2.86%

FOSTER DYKEMA CABOT & PARTNERS, LLC

4.03M

Dec 31, 25

+1.85M

2.85%

UBS Group AG

4.02M

Dec 31, 25

+251.03K

2.84%

FMR LLC

3.56M

Dec 31, 25

-971.51K

2.52%

LPL Financial LLC

2.89M

Dec 31, 25

+400.01K

2.04%

BlackRock, Inc.

2.35M

Dec 31, 25

+1.28M

1.66%

Colony Group, LLC

2.20M

Dec 31, 25

+122.97K

1.55%

Temasek Holdings (Private) Ltd

1.97M

Dec 31, 25

1.40%

ROYAL BANK OF CANADA

1.67M

Dec 31, 25

-131.05K

1.18%

Mariner, LLC

1.27M

Dec 31, 25

+88.08K

0.90%

RAYMOND JAMES FINANCIAL INC

1.10M

Dec 31, 25

-146.47K

0.78%

Diversified Portfolios, Inc.

1.08M

Dec 31, 25

-56.79K

0.76%

Acorns Advisers, LLC

1.02M

Dec 31, 25

+27.86K

0.72%

AMUSSEN HUNSAKER ASSOCIATES LLC

1.01M

Dec 31, 25

+171.74K

0.72%

Prosperity Consulting Group, LLC

795.43K

Dec 31, 25

+150.07K

0.56%

Valtinson Bruner Financial Planning LLC

731.07K

Dec 31, 25

+59.89K

0.52%

ENVESTNET ASSET MANAGEMENT INC

711.24K

Dec 31, 25

+30.18K

0.50%

CI Private Wealth, LLC

540.37K

Dec 31, 25

+240.07K

0.38%

ADVISOR GROUP HOLDINGS, INC.

530.09K

Dec 31, 25

+6.77K

0.37%

STIFEL FINANCIAL CORP

507.28K

Dec 31, 25

+117.60K

0.36%

Cetera Investment Advisers

488.27K

Dec 31, 25

+2.33K

0.35%

Advisory Services Network, LLC

466.65K

Dec 31, 25

+121.50K

0.33%

CWM, LLC

439.45K

Dec 31, 25

+65.29K

0.31%

MML INVESTORS SERVICES, LLC

425.45K

Dec 31, 25

-107.69K

0.30%

Cynosure Group, LLC

416.47K

Dec 31, 25

-22.35K

0.29%

MAINSAIL ASSET MANAGEMENT, LLC

408.64K

Dec 31, 25

+27.20K

0.29%

Bison Wealth, LLC

405.33K

Dec 31, 25

+205.91K

0.29%

Avestar Capital, LLC

345.75K

Dec 31, 25

-4.67K

0.24%

Sand Hill Global Advisors, LLC

332.75K

Dec 31, 25

+18.18K

0.24%

BOKF, NA

322.04K

Dec 31, 25

+19.86K

0.23%

Financial Engines Advisors L.L.C.

313.66K

Dec 31, 25

+5.94K

0.22%

Parallel Advisors, LLC

311.91K

Dec 31, 25

+85.56K

0.22%

Landing Point Financial Group, LLC

299.69K

Dec 31, 25

+6.01K

0.21%

SIMON QUICK ADVISORS, LLC

292.34K

Dec 31, 25

+3.27K

0.21%

Edgemoor Investment Advisors, Inc.

283.35K

Dec 31, 25

-8.33K

0.20%

Morningstar Investment Management LLC

282.96K

Dec 31, 25

+6.33K

0.20%

Galvin, Gaustad & Stein, LLC

254.07K

Dec 31, 25

+46.00K

0.18%

Mutual Advisors, LLC

250.81K

Dec 31, 25

-45.42K

0.18%

Cerity Partners LLC

238.81K

Dec 31, 25

+4.62K

0.17%

Atria Investments, Inc

231.73K

Dec 31, 25

+5.16K

0.16%

MGO ONE SEVEN LLC

229.23K

Dec 31, 25

+26.62K

0.16%

Global Retirement Partners, LLC

219.99K

Dec 31, 25

+3.22K

0.16%

Savant Capital, LLC

218.37K

Dec 31, 25

+43.13K

0.15%

CreativeOne Wealth, LLC

218.09K

Dec 31, 25

+81.03K

0.15%

GOLDMAN SACHS GROUP INC

216.51K

Dec 31, 25

+216.51K

0.15%

Cannon Financial Strategists, Inc.

213.01K

Dec 31, 25

+39.20K

0.15%

GUIDANCE CAPITAL, INC

208.36K

Dec 31, 25

+24.97K

0.15%

JPMORGAN CHASE & CO

201.43K

Dec 31, 25

-19.83K

0.14%

Summit Financial, LLC

195.20K

Dec 31, 25

+104.25K

0.14%

Summit Wealth Group, LLC

193.19K

Dec 31, 25

+15.80K

0.14%

Legacy Wealth Managment, LLC/ID

189.69K

Dec 31, 25

+84.53K

0.13%

MY Wealth Management Inc.

184.35K

Dec 31, 25

-982

0.13%

Glassy Mountain Advisors, Inc.

164.89K

Dec 31, 25

-30.56K

0.12%

GWN SECURITIES INC.

158.97K

Dec 31, 25

-4.89K

0.11%

Advisor OS, LLC

158.62K

Dec 31, 25

+180

0.11%

Plum Street Advisors, LLC

149.90K

Dec 31, 25

+33.12K

0.11%

Virtue Capital Management, LLC

148.47K

Dec 31, 25

+145.35K

0.10%

Creative Planning

144.70K

Dec 31, 25

+101.26K

0.10%

Allworth Financial LP

141.87K

Dec 31, 25

-6.53K

0.10%

HOLLENCREST CAPITAL MANAGEMENT

140.34K

Dec 31, 25

-324.62K

0.10%

SHUFRO ROSE & CO LLC

126.27K

Dec 31, 25

+21.23K

0.09%

Haverford Trust Co

125.15K

Dec 31, 25

-7.32K

0.09%

HighTower Advisors, LLC

122.31K

Dec 31, 25

+26.62K

0.09%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

116.39K

Dec 31, 25

-400

0.08%

Beacon Pointe Advisors, LLC

114.27K

Dec 31, 25

+18.80K

0.08%

CAPTRUST FINANCIAL ADVISORS

111.81K

Dec 31, 25

-1.23K

0.08%

SP Asset Management LLC

98.66K

Dec 31, 25

-1.46K

0.07%

Wealth Architects, LLC

97.38K

Dec 31, 25

+4.45K

0.07%

Financial Gravity Asset Management, Inc.

95.99K

Dec 31, 25

+2.19K

0.07%

PANORAMIC INVESTMENT ADVISORS, LLC

95.72K

Dec 31, 25

+12.51K

0.07%

Sigma Planning Corp

95.02K

Dec 31, 25

+14.15K

0.07%

Advocacy Wealth Management Services, LLC

93.34K

Dec 31, 25

-4.02K

0.07%

J HAGAN CAPITAL, INC.

90.63K

Dec 31, 25

+90.63K

0.06%

Chicago Partners Investment Group LLC

88.11K

Dec 31, 25

-17.74K

0.06%

Jacobi Capital Management LLC

87.94K

Dec 31, 25

+42.47K

0.06%

Zhang Financial LLC

85.90K

Dec 31, 25

+10.35K

0.06%

WELLS FARGO & COMPANY/MN

83.82K

Dec 31, 25

+82.62K

0.06%

HRT FINANCIAL LP

82.46K

Dec 31, 25

+56.80K

0.06%

Steward Partners Investment Advisory, LLC

79.75K

Dec 31, 25

+2.31K

0.06%

BOK Financial Private Wealth, Inc.

79.34K

Dec 31, 25

-7.60K

0.06%

BARINGS LLC

78.60K

Dec 31, 25

+78.60K

0.06%

UMB Bank, n.a.

77.36K

Dec 31, 25

+77.36K

0.05%

NORTHERN TRUST CORP

74.74K

Dec 31, 25

+74.74K

0.05%

Waverly Advisors, LLC

74.22K

Dec 31, 25

-2.69K

0.05%

Ariadne Wealth Management, LP

73.28K

Dec 31, 25

-22.65K

0.05%

Tower Research Capital LLC (TRC)

65.85K

Dec 31, 25

+59.75K

0.05%

Astra Wealth Partners LLC

64.80K

Dec 31, 25

+64.80K

0.05%

Pathstone Holdings, LLC

62.97K

Dec 31, 25

+14.67K

0.04%

Prime Capital Investment Advisors, LLC

62.67K

Dec 31, 25

-7.14K

0.04%

OFC FINANCIAL PLANNING, LLC

62.35K

Dec 31, 25

-6.97K

0.04%

Sanctuary Advisors, LLC

59.60K

Dec 31, 25

+3.67K

0.04%

Family Management Corp

58.98K

Dec 31, 25

-14.17K

0.04%

MORGAN STANLEY

57.56K

Dec 31, 25

+3.73K

0.04%

JONES FINANCIAL COMPANIES LLLP

56.43K

Dec 31, 25

+23.29K

0.04%

Ameritas Advisory Services, LLC

54.32K

Dec 31, 25

+54.12K

0.04%

PRINCIPAL SECURITIES, INC.

52.89K

Dec 31, 25

-2.74K

0.04%

VISTA INVESTMENT MANAGEMENT

52.55K

Dec 31, 25

+4.65K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

51.20K

Dec 31, 25

+11.48K

0.04%

Vertex Planning Partners, LLC

50.84K

Dec 31, 25

+1.65K

0.04%

IMG Wealth Management, Inc.

49.77K

Dec 31, 25

+49.77K

0.04%

Avidian Wealth Solutions, LLC

48.11K

Dec 31, 25

-7.62K

0.03%

MSH Capital Advisors LLC

47.85K

Dec 31, 25

-1.23K

0.03%

Baird Financial Group, Inc.

42.94K

Dec 31, 25

-5.71K

0.03%

Rockefeller Capital Management L.P.

42.38K

Dec 31, 25

+20.21K

0.03%

ZACKS INVESTMENT MANAGEMENT

41.60K

Dec 31, 25

+95

0.03%

CITIGROUP INC

41.50K

Dec 31, 25

-1.95K

0.03%

SRS Capital Advisors, Inc.

40.23K

Dec 31, 25

+40.23K

0.03%

ASSETMARK, INC

40.06K

Dec 31, 25

+3.09K

0.03%

NewEdge Advisors, LLC

39.84K

Dec 31, 25

+6.27K

0.03%

TWO SIGMA SECURITIES, LLC

38.40K

Dec 31, 25

+12.20K

0.03%

RPS ADVISORY SOLUTIONS LLC

38.25K

Dec 31, 25

-11.38K

0.03%

Vista Cima Wealth Management LLC

38.07K

Dec 31, 25

+1.12K

0.03%

SEIZERT CAPITAL PARTNERS, LLC

36.36K

Dec 31, 25

0.03%

D.A. DAVIDSON & CO.

35.96K

Dec 31, 25

+1.62K

0.03%

INTREPID FAMILY OFFICE LLC

35.00K

Dec 31, 25

+35.00K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

33.98K

Dec 31, 25

+29.21K

0.02%

Wealthfront Advisers LLC

33.44K

Dec 31, 25

+17.63K

0.02%

Aptus Capital Advisors, LLC

33.23K

Dec 31, 25

+980

0.02%

Quantinno Capital Management LP

33.07K

Dec 31, 25

+17.05K

0.02%

KANE INVESTMENT MANAGEMENT, INC.

32.03K

Dec 31, 25

-3.20K

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

31.98K

Dec 31, 25

-3.32K

0.02%

BCGM Wealth Management, LLC

31.20K

Dec 31, 25

+1.49K

0.02%

Catalytic Wealth RIA, LLC

30.90K

Dec 31, 25

+30.90K

0.02%

GTS SECURITIES LLC

29.20K

Dec 31, 25

+23.48K

0.02%

Capital Wealth Alliance, LLC

28.65K

Dec 31, 25

-869

0.02%

NWF Advisory Services Inc.

28.27K

Dec 31, 25

-48.58K

0.02%

VISTA FINANCE, LLC

28.02K

Dec 31, 25

+8.43K

0.02%

Fusion Capital, LLC

26.18K

Dec 31, 25

-1.15K

0.02%

Long Run Wealth Advisors, LLC

24.88K

Dec 31, 25

+1.16K

0.02%

BANK OF MONTREAL /CAN/

24.58K

Dec 31, 25

+309

0.02%

TAGStone Capital, Inc.

24.49K

Dec 31, 25

+8.97K

0.02%

BANK OF HAWAII

23.09K

Dec 31, 25

+4.35K

0.02%

FIRST NATIONAL BANK OF OMAHA

22.63K

Dec 31, 25

+22.63K

0.02%

Brinker Capital Investments, LLC

22.16K

Dec 31, 25

+434

0.02%

Lionsbridge Wealth Management LLC

21.51K

Dec 31, 25

-1.33K

0.02%

Prudent Man Advisors, LLC

21.25K

Dec 31, 25

-24.93K

0.02%

Round Rock Advisors, LLC

20.41K

Dec 31, 25

+785

0.01%

NewEdge Wealth, LLC

20.13K

Dec 31, 25

+1.27K

0.01%

EVERETT HARRIS & CO /CA/

20.00K

Dec 31, 25

0.01%

Wick Capital Partners, LLC

19.69K

Dec 31, 25

+44

0.01%

ELEVATE WEALTH ADVISORY, INC

18.42K

Dec 31, 25

+1.38K

0.01%

Jaffetilchin Investment Partners, LLC

18.18K

Dec 31, 25

+247

0.01%

Perennial Investment Advisors, LLC

17.97K

Dec 31, 25

+1.73K

0.01%

Texas Yale Capital Corp.

17.85K

Dec 31, 25

0.01%

Hennion & Walsh Asset Management, Inc.

17.68K

Dec 31, 25

+699

0.01%

Investor's Fiduciary Advisor Network, LLC

17.30K

Dec 31, 25

+12.45K

0.01%

REDW Wealth LLC

16.32K

Dec 31, 25

+1.52K

0.01%

Regal Investment Advisors LLC

16.29K

Dec 31, 25

+359

0.01%

WESCAP Management Group, Inc.

16.07K

Dec 31, 25

+395

0.01%

Proficio Capital Partners LLC

15.97K

Dec 31, 25

-7.31K

0.01%

Equitable Holdings, Inc.

15.23K

Dec 31, 25

-608

0.01%

Pacific Center for Financial Services

14.44K

Dec 31, 25

0.01%

KM Capital Management Ltd.

14.41K

Dec 31, 25

+509

0.01%

Bank of Marin

14.29K

Dec 31, 25

-45

0.01%

AE Wealth Management LLC

14.21K

Dec 31, 25

+13.65K

0.01%

Integrated Investment Consultants, LLC

13.78K

Dec 31, 25

+8.90K

0.01%

Red Wave Investments LLC

13.73K

Dec 31, 25

0.01%

Lido Advisors, LLC

13.58K

Dec 31, 25

-21

0.01%

Coppell Advisory Solutions LLC

13.01K

Dec 31, 25

+177

0.01%

Advisors Capital Management, LLC

12.97K

Dec 31, 25

+12.97K

0.01%

Coyle Financial Counsel LLC

12.21K

Dec 31, 25

-2.08K

0.01%

Inspire Advisors, LLC

11.86K

Dec 31, 25

+75

0.01%

AlphaCore Capital LLC

11.46K

Dec 31, 25

-120.95K

0.01%

Hexagon Capital Partners LLC

11.32K

Dec 31, 25

-123

0.01%

MARYLAND CAPITAL ADVISORS INC.

11.25K

Dec 31, 25

0.01%

Brand Asset Management Group, Inc.

11.16K

Dec 31, 25

-1.88K

0.01%

Aprio Wealth Management, LLC

10.94K

Dec 31, 25

-1.06K

0.01%

CANANDAIGUA NATIONAL BANK & TRUST CO

10.75K

Dec 31, 25

+165

0.01%

FRANKLIN RESOURCES INC

10.00K

Dec 31, 25

0.01%

Copia Wealth Management

8.94K

Dec 31, 25

0.01%

Kovitz Investment Group Partners, LLC

8.88K

Dec 31, 25

+1.09K

0.01%

Fortis Advisors, LLC

8.86K

Dec 31, 25

+129

0.01%

Sandy Cove Advisors, LLC

8.76K

Dec 31, 25

-19.77K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

8.39K

Dec 31, 25

+48

0.01%

Kingsview Wealth Management, LLC

8.22K

Dec 31, 25

-178

0.01%

Liquid Strategies, LLC

8.21K

Dec 31, 25

+8.21K

0.01%

Capstone Financial Advisors, Inc.

8.08K

Dec 31, 25

-3.00K

0.01%

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

8.06K

Dec 31, 25

+2.39K

0.01%

Clearwater Capital Advisors, LLC

7.76K

Dec 31, 25

0.01%

CONDOR CAPITAL MANAGEMENT

7.49K

Dec 31, 25

+106

0.01%

Guardian Partners Inc.

7.45K

Dec 31, 25

+701

0.01%

BLAIR WILLIAM & CO/IL

7.35K

Dec 31, 25

0.01%

Shepherd Financial Partners LLC

7.17K

Dec 31, 25

-5.65K

0.01%

Foundations Investment Advisors, LLC

7.15K

Dec 31, 25

-3.03K

0.01%

NICOLET ADVISORY SERVICES, LLC

7.13K

Dec 31, 25

+1.21K

0.01%

White Lighthouse Investment Management Inc.

7.00K

Dec 31, 25

0.00%

Quartz Partners, LLC

6.97K

Dec 31, 25

+6.97K

0.00%

Betterment LLC

6.97K

Dec 31, 25

-2.06K

0.00%

B & T Capital Management DBA Alpha Capital Management

6.96K

Dec 31, 25

-1.00K

0.00%

Legacy Capital Group California, Inc.

6.93K

Dec 31, 25

+301

0.00%

Hopwood Financial Services, Inc.

6.64K

Dec 31, 25

0.00%

COMERICA BANK

6.62K

Dec 31, 25

+3.55K

0.00%

Quadrant Private Wealth Management, LLC

6.43K

Dec 31, 25

0.00%

SCOTIA CAPITAL INC.

6.41K

Dec 31, 25

-417

0.00%

PROFFITT & GOODSON INC

6.25K

Dec 31, 25

+449

0.00%

Leading Edge Financial Planning LLC

5.97K

Dec 31, 25

-620

0.00%

BNP PARIBAS ARBITRAGE, SNC

5.97K

Dec 31, 25

+5.95K

0.00%

Migdal Insurance & Financial Holdings Ltd.

5.90K

Dec 31, 25

+5.90K

0.00%

SageView Advisory Group, LLC

5.80K

Dec 31, 25

+990

0.00%

Cresset Asset Management, LLC

5.77K

Dec 31, 25

-226

0.00%

HOWARD WEALTH MANAGEMENT, LLC

5.48K

Dec 31, 25

+1.29K

0.00%

TD Waterhouse Canada Inc.

5.25K

Dec 31, 25

+254

0.00%

Facet Wealth, Inc.

5.18K

Dec 31, 25

+5.18K

0.00%

AQR CAPITAL MANAGEMENT LLC

5.18K

Dec 31, 25

0.00%

Aviance Capital Partners, LLC

5.08K

Dec 31, 25

0.00%

HARBOUR INVESTMENTS, INC.

5.07K

Dec 31, 25

-9.11K

0.00%

Aspen Wealth Strategies, LLC

4.96K

Dec 31, 25

-246

0.00%

MERCER GLOBAL ADVISORS INC /ADV

4.87K

Dec 31, 25

+4.87K

0.00%

M1 Capital Management LLC

4.61K

Dec 31, 25

0.00%

Portfolio Strategies, Inc.

4.37K

Dec 31, 25

-219

0.00%

Empower Advisory Group, LLC

4.34K

Dec 31, 25

0.00%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

4.31K

Dec 31, 25

+132

0.00%

Concorde Asset Management, LLC

4.30K

Dec 31, 25

+4.30K

0.00%

BlueChip Wealth Advisors LLC

4.22K

Dec 31, 25

-2.96K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

4.20K

Dec 31, 25

+4.20K

0.00%

Galilei Investment Office LLP

4.00K

Dec 31, 25

0.00%

MAI Capital Management

3.91K

Dec 31, 25

-2.02K

0.00%

WINNOW WEALTH LLC

3.44K

Dec 31, 25

-391

0.00%

Avalon Trust Co

3.40K

Dec 31, 25

-700

0.00%

Financial Perspectives, Inc

3.33K

Dec 31, 25

-697

0.00%

Knights of Columbus Asset Advisors LLC

3.17K

Dec 31, 25

0.00%

Newbridge Financial Services Group, Inc.

2.50K

Dec 31, 25

-406

0.00%

Geneos Wealth Management Inc.

2.39K

Dec 31, 25

-18

0.00%

MPWM ADVISORY SOLUTIONS, LLC

2.20K

Dec 31, 25

0.00%

Transce3nd, LLC

2.18K

Dec 31, 25

-825

0.00%

Turning Point Benefit Group, Inc.

2.15K

Dec 31, 25

-272

0.00%

Atlantic Union Bankshares Corp

1.91K

Dec 31, 25

0.00%

Private Wealth Asset Management, LLC

1.40K

Dec 31, 25

+1.40K

0.00%

CKW FINANCIAL GROUP

1.28K

Dec 31, 25

0.00%

AMERIFLEX GROUP, INC.

1.05K

Dec 31, 25

-1.05K

0.00%

Kingdom Financial Group LLC.

910

Dec 31, 25

+910

0.00%

SOA Wealth Advisors, LLC.

877

Dec 31, 25

0.00%

Capital Analysts, LLC

659

Dec 31, 25

-197

0.00%

Cornerstone Planning Group LLC

633

Dec 31, 25

0.00%

Front Row Advisors LLC

550

Dec 31, 25

0.00%

Triumph Capital Management

550

Dec 31, 25

0.00%

TD Capital Management LLC

539

Dec 31, 25

+519

0.00%

Dunhill Financial, LLC

500

Dec 31, 25

-1.24K

0.00%

Crews Bank & Trust

404

Dec 31, 25

0.00%

Rossby Financial, LCC

387

Dec 31, 25

-210

0.00%

Clearstead Trust, LLC

198

Dec 31, 25

0.00%

Center for Financial Planning, Inc.

188

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

180

Dec 31, 25

-20

0.00%

Cherry Tree Wealth Management, LLC

123

Dec 31, 25

0.00%

Bernard Wealth Management Corp.

Dec 31, 25

0.00%

Pandora Wealth, Inc.

Dec 31, 25

0.00%

Colonial Trust Advisors

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+21

0.00%

Lloyd Advisory Services, LLC.

Dec 31, 25

+16

0.00%

Smartleaf Asset Management LLC

Dec 31, 25

0.00%

EverSource Wealth Advisors, LLC

Dec 31, 25

0.00%

Keystone Financial Group

Dec 31, 25

-3.31K

Snowden Capital Advisors LLC

Dec 31, 25

-6.57K

Kiker Wealth Management, LLC

Dec 31, 25

-88

CAPITAL INSIGHT PARTNERS, LLC

Dec 31, 25

-5.67K

Roger Wittlin Investment Advisory, LLC

Dec 31, 25

-9.57K

Boulder Wealth Advisors, LLC

Dec 31, 25

-40.71K

NWAM LLC

Dec 31, 25

-4.31K

Integrated Wealth Concepts LLC

Dec 31, 25

-14.67K

Kintayl Capital LP

Dec 31, 25

-45.38K

Arkadios Wealth Advisors

Dec 31, 25

-10.21K

Wealthspire Advisors, LLC

Dec 31, 25

-2.37K

JANE STREET GROUP, LLC

Dec 31, 25

-48.34K

RFP Financial Group LLC

Dec 31, 25

-91.69K

PFG Advisors

Dec 31, 25

-7.76K

Rehmann Capital Advisory Group

Dec 31, 25

-4.05K

MONETA GROUP INVESTMENT ADVISORS LLC

Dec 31, 25

-4.26K

Alpha Financial Partners, LLC

Dec 31, 25

-5.24K

49 WEALTH MANAGEMENT, LLC

Dec 31, 25

-10.46K

RETIREMENT CAPITAL STRATEGIES

Dec 31, 25

-47.73K

Premier Financial Group

Dec 31, 25

-5.00K

CITADEL ADVISORS LLC

Dec 31, 25

-364.88K

FLOW TRADERS U.S. LLC

Dec 31, 25

-44.82K

PINNACLE FINANCIAL PARTNERS INC

151.21K

Sep 30, 25

-13.50K

0.11%

First International Bank & Trust

111.38K

Sep 30, 25

0.08%

Burt Wealth Advisors

100.25K

Sep 30, 25

+81.89K

0.07%

Moloney Securities Asset Management, LLC

73.45K

Sep 30, 25

+20.41K

0.05%

Watts Gwilliam & Co., LLC

42.07K

Sep 30, 25

-593

0.03%

SYNOVUS FINANCIAL CORP

32.25K

Sep 30, 25

+897

0.02%

GRIES FINANCIAL LLC

26.98K

Sep 30, 25

+3.95K

0.02%

COUNTRY CLUB BANK /GFN

22.91K

Sep 30, 25

+2.54K

0.02%

Bristlecone Advisors, LLC

20.70K

Sep 30, 25

+2.37K

0.01%

WNY Asset Management, LLC

9.23K

Sep 30, 25

+306

0.01%

Strategic Wealth Partners, Ltd.

2.46K

Sep 30, 25

-1.16K

0.00%

Creekmur Asset Management LLC

1.55K

Sep 30, 25

-40

0.00%

Abich Financial Wealth Management LLC

274

Sep 30, 25

+274

0.00%

EWG Elevate Inc.

Sep 30, 25

-8.69K

Financial Advocates Investment Management

Sep 30, 25

-5.04K

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-3.97K

Legacy Investment Solutions, LLC

98.89K

Jun 30, 25

+98.89K

0.07%

Financial Gravity Companies, Inc.

86.23K

Jun 30, 25

+86.23K

0.06%

Parkworth Wealth Management, Inc.

68.41K

Jun 30, 25

+10.74K

0.05%

AVANTAX ADVISORY SERVICES, INC.

42.37K

Jun 30, 25

+2.15K

0.03%

Talon Private Wealth, LLC

34.76K

Jun 30, 25

+14.79K

0.02%

Atria Wealth Solutions, Inc.

Jun 30, 25

-34.80K

Morningstar Investment Services LLC

14.06K

Mar 31, 25

-1.72K

0.01%

Orion Portfolio Solutions, LLC

10.75K

Mar 31, 25

+4.82K

0.01%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-251

0.00%

HANSEATIC MANAGEMENT SERVICES INC

190.36K

Dec 31, 24

+14.23K

0.13%

Bison Wealth, LLC

90.28K

Dec 31, 24

+21.93K

0.06%

Wellington Wealth Strategies, LLC.

84.43K

Dec 31, 24

-24.63K

0.06%

HTLF Bank

76.63K

Dec 31, 24

-4.03K

0.05%

Riggs Capital Management LLC

20.45K

Dec 31, 24

+20.45K

0.01%

Bray Capital Advisors

19.86K

Dec 31, 24

0.01%

Sugarloaf Wealth Management, LLC

8.64K

Dec 31, 24

+2.99K

0.01%

RAYMOND JAMES & ASSOCIATES

401.35K

Sep 30, 24

-273.26K

0.28%

Raymond James Financial Services Advisors, Inc.

323.94K

Sep 30, 24

+35.17K

0.23%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

256.50K

Sep 30, 24

+15.38K

0.18%

Gateway Advisory, LLC

64.26K

Sep 30, 24

+1.02K

0.05%

RAYMOND JAMES TRUST N.A.

22.71K

Sep 30, 24

-116

0.02%

Argent Financial Group, Inc.

19.84K

Sep 30, 24

+19.84K

0.01%

FinTrust Capital Advisors, LLC

10.42K

Sep 30, 24

0.01%

GUARDIAN CAPITAL ADVISORS LP

6.20K

Sep 30, 24

+800

0.00%

Zega Financial, LLC

4.97K

Sep 30, 24

+4.97K

0.00%

BlackRock Inc.

3.91M

Jun 30, 24

-521.12K

2.76%

Gratus Capital LLC

550.61K

Jun 30, 24

+342.24K

0.39%

Vantage Financial Partners Ltd., Inc.

4.00K

Jun 30, 24

0.00%

Rain Capital Management, LLC

529

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

470

Jun 30, 24

+53

0.00%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

-1.51K

Cetera Advisor Networks LLC

413.94K

Mar 31, 24

+46.28K

0.29%

Cetera Advisors LLC

44.22K

Mar 31, 24

+16.42K

0.03%

Crestone Asset Management LLC

10.95K

Mar 31, 24

-8.28K

0.01%

InterOcean Capital Group, LLC

4.34K

Mar 31, 24

+4.34K

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

Connectus Wealth, LLC

Mar 31, 24

-11.88K

Eudaimonia Partners, LLC

Mar 31, 24

-41.20K

Derbend Asset Management

Mar 31, 24

-5.17K

Baystate Wealth Management LLC

1.16M

Dec 31, 23

+31.61K

0.82%

StrategIQ Financial Group, LLC

4.51K

Dec 31, 23

-159.49K

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

690.10K

Sep 30, 23

+6.18K

0.49%

Windsor Group LTD

169.21K

Sep 30, 23

+1.84K

0.12%

DUBUQUE BANK & TRUST CO

37.65K

Sep 30, 23

-11.49K

0.03%

PATHSTONE FAMILY OFFICE, LLC

8.44K

Sep 30, 23

0.01%

COLONY GROUP LLC

Sep 30, 23

-6.15K

Kistler-Tiffany Companies, LLC

61.11K

Jun 30, 23

+12.76K

0.04%

STONNINGTON GROUP, LLC

8.11K

Mar 31, 23

+50

0.01%

COMPASS FINANCIAL ADVISORS LLC

6.60K

Mar 31, 23

0.00%

GOFEN & GLOSSBERG LLC /IL/

276.88K

Dec 31, 22

-36.91K

0.20%

RESOLUTE FINANCIAL, LLC

49.20K

Dec 31, 22

+16.71K

0.03%

Sargent Bickham Lagudis LLC

10.03K

Dec 31, 22

-46.43K

0.01%

Personal Capital Advisors Corp

6.09K

Dec 31, 22

0.00%

Doyle Wealth Management

1.83M

Sep 30, 22

+74.99K

1.29%

SP Asset Management

521.47K

Sep 30, 22

-87.73K

0.37%

SWM Advisors

133.09K

Sep 30, 22

+274

0.09%

Brightworth

74.23K

Sep 30, 22

+150

0.05%

Portfolio Solutions, LLC

31.15K

Sep 30, 22

+11.83K

0.02%

Covington Capital Management

22.85K

Sep 30, 22

-54.30K

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

9.74K

Sep 30, 22

+2.35K

0.01%

RGT Wealth Advisors, LLC

6.40K

Sep 30, 22

-1.50K

0.00%

Bell Rock Capital LLC

6.23K

Sep 30, 22

+6.23K

0.00%

American Portfolios Advisors

263

Sep 30, 22

-726

0.00%

FURE FINANCIAL CORP

Sep 30, 22

-40

BT Wealth Management LLC

200.68K

Jun 30, 22

+200.68K

0.14%

DIXON HUBARD FEINOUR & BROWN INC/VA

142.16K

Jun 30, 22

+80.00K

0.10%

B. Riley Wealth Management, Inc.

79.90K

Jun 30, 22

+36.90K

0.06%

Pinnacle Private Wealth, LLC

7.73K

Jun 30, 22

+7.73K

0.01%

HC FINANCIAL ADVISORS INC

1.89K

Jun 30, 22

-19.94K

0.00%

Adams Chetwood Wealth Management LLC

10.14K

Mar 31, 22

+10.14K

0.01%

People's United Financial, Inc.

7.69K

Mar 31, 22

0.01%

Johanson Financial Advisors, Inc.

158.63K

Dec 31, 21

+13.04K

0.11%

Country Club Trust Company, n.a.

55.02K

Dec 31, 21

-4.25K

0.04%

NexWave Capital Partners LLC

44.05K

Dec 31, 21

-10.01K

0.03%

Biltmore Capital Advisors LLC

11.76K

Dec 31, 21

-1.13K

0.01%

NEXT Financial Group, Inc

Dec 31, 21

-783

0.00%

Hochman Cole Investment Advisors, Inc.

185.80K

Sep 30, 21

-11.08K

0.13%

Pacific Edge Advisors, LLC

106.80K

Sep 30, 21

+99.80K

0.08%

HATTON CONSULTING, INC.

48.82K

Sep 30, 21

-5.99K

0.03%

Harborview Advisors, LLC

7.41K

Sep 30, 21

+158

0.01%

Sonora Investment Management, LLC

100

Sep 30, 21

0.00%

Pinnacle Wealth Advisors

325.73K

Jun 30, 21

+325.73K

0.23%

Novak Financial Planning, LLC

153.41K

Jun 30, 21

+3.41K

0.11%

WealthStone, Inc.

5.93K

Mar 31, 21

0.00%

OLD MISSION CAPITAL, LLC

22.48K

Dec 31, 20

+22.48K

0.02%

Winslow, Evans & Crocker, Inc.

680

Dec 31, 20

+680

0.00%

Watson Rebecca

75.08K

Sep 30, 20

+2.75K

0.05%

First Allied Advisory Services, Inc.

4.70K

Sep 30, 20

-923

0.00%

Lucia Wealth Services, LLC

4.40K

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

1.06K

Sep 30, 20

0.00%

TCG Advisors, LP

Sep 30, 20

-64.38K

TRUEWEALTH LLC

121

Jun 30, 20

+21

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

2.78K

Mar 31, 20

+988

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

160.74K

Dec 31, 19

-90.75K

0.11%

Advisor Group, Inc.

66.20K

Dec 31, 19

+2.26K

0.05%

BOSTON ADVISORS LLC

455.24K

Sep 30, 19

+11.38K

0.32%

Wealth & Pension Services Group, Inc.

3.97K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

3.62K

Sep 30, 19

-293

0.00%

Virtu KCG Holdings LLC

8.57K

Jun 30, 17

+450

0.01%

MSI Financial Services Inc

516

Dec 31, 16

0.00%