ICVT(ICVT)
ICVT
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.36M | Mar 31, 26 | -49.25K | 8.13% |
| ENVESTNET ASSET MANAGEMENT INC | 1.02M | Mar 31, 26 | -443.50K | 3.52% |
| LPL Financial LLC | 925.63K | Mar 31, 26 | -109.45K | 3.19% |
| 1832 Asset Management L.P. | 857.16K | Mar 31, 26 | +394.52K | 2.95% |
| JANE STREET GROUP, LLC | 850.78K | Mar 31, 26 | +713.07K | 2.93% |
| GOLDMAN SACHS GROUP INC | 679.47K | Mar 31, 26 | -257.44K | 2.34% |
| AMG National Trust Bank | 565.06K | Mar 31, 26 | +39.02K | 1.95% |
| GREENLEAF TRUST | 448.32K | Mar 31, 26 | -2.83K | 1.54% |
| Wright Fund Management, LLC | 420.20K | Mar 31, 26 | +420.20K | 1.45% |
| Advisory Alpha, LLC | 415.22K | Mar 31, 26 | -23.18K | 1.43% |
| AMERIPRISE FINANCIAL INC | 346.88K | Mar 31, 26 | -33.51K | 1.19% |
| Baker Avenue Asset Management, LP | 336.42K | Mar 31, 26 | +226 | 1.16% |
| MORGAN STANLEY | 334.07K | Mar 31, 26 | -7.55K | 1.15% |
| Prestige Wealth Management Group LLC | 297.59K | Mar 31, 26 | +2.57K | 1.03% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 296.37K | Mar 31, 26 | +20.01K | 1.02% |
| JPMORGAN CHASE & CO | 267.44K | Mar 31, 26 | +11.18K | 0.92% |
| BlackRock, Inc. | 250.65K | Mar 31, 26 | -99.98K | 0.86% |
| MML INVESTORS SERVICES, LLC | 227.48K | Mar 31, 26 | -74.60K | 0.78% |
| ALLIANCEBERNSTEIN L.P. | 210.45K | Mar 31, 26 | -14.32K | 0.72% |
| Tradewinds Capital Management, LLC | 209.66K | Mar 31, 26 | +20.00K | 0.72% |
| Certified Advisory Corp | 179.87K | Mar 31, 26 | +4.32K | 0.62% |
| Cornerstone Planning Group LLC | 178.46K | Mar 31, 26 | +8.48K | 0.61% |
| ASSETMARK, INC | 170.44K | Mar 31, 26 | -7.89K | 0.59% |
| CWM, LLC | 164.25K | Mar 31, 26 | -2.37K | 0.57% |
| BlueStem Wealth Partners, LLC | 161.21K | Mar 31, 26 | +42.63K | 0.56% |
| TME FINANCIAL, INC. | 160.66K | Mar 31, 26 | +49.06K | 0.55% |
| Cetera Investment Advisers | 156.34K | Mar 31, 26 | -83.05K | 0.54% |
| Systelligence, LLC | 150.10K | Mar 31, 26 | -69.68K | 0.52% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 149.67K | Mar 31, 26 | -976 | 0.52% |
| CacheTech Inc. | 141.11K | Mar 31, 26 | +1.60K | 0.49% |
| Resources Investment Advisors, LLC. | 135.16K | Mar 31, 26 | -2.12K | 0.47% |
| GUGGENHEIM CAPITAL LLC | 133.85K | Mar 31, 26 | +5.27K | 0.46% |
| Adams Wealth Management | 132.57K | Mar 31, 26 | +571 | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 132.48K | Mar 31, 26 | +29.21K | 0.46% |
| Envestnet Portfolio Solutions, Inc. | 129.41K | Mar 31, 26 | -29.39K | 0.45% |
| AIRE ADVISORS, LLC | 126.72K | Mar 31, 26 | +1.95K | 0.44% |
| THRIVENT FINANCIAL FOR LUTHERANS | 125.92K | Mar 31, 26 | +49.14K | 0.43% |
| Independence Financial Advisors, LLC | 124.18K | Mar 31, 26 | +875 | 0.43% |
| Onyx Bridge Wealth Group LLC | 118.28K | Mar 31, 26 | +35.32K | 0.41% |
| SSI INVESTMENT MANAGEMENT LLC | 114.06K | Mar 31, 26 | +39.81K | 0.39% |
| NOMURA ASSET MANAGEMENT CO LTD | 110.27K | Mar 31, 26 | -2.58K | 0.38% |
| Advance Capital Management, Inc. | 109.92K | Mar 31, 26 | -4.88K | 0.38% |
| STIFEL FINANCIAL CORP | 94.55K | Mar 31, 26 | -16.22K | 0.33% |
| Hilltop Partners LLC | 93.31K | Mar 31, 26 | +1.55K | 0.32% |
| UBS Group AG | 90.27K | Mar 31, 26 | -2.76K | 0.31% |
| Financial Gravity Asset Management, Inc. | 88.47K | Mar 31, 26 | +2.54K | 0.30% |
| 360 Financial, Inc. | 81.83K | Mar 31, 26 | +965 | 0.28% |
| Mascagni Wealth Management, Inc. | 81.24K | Mar 31, 26 | +6.89K | 0.28% |
| MCMORGAN & CO LLC | 79.17K | Mar 31, 26 | +79.17K | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 76.73K | Mar 31, 26 | -30.16K | 0.26% |
| Foundations Investment Advisors, LLC | 74.49K | Mar 31, 26 | +9.85K | 0.26% |
| Equitable Holdings, Inc. | 72.19K | Mar 31, 26 | +4.11K | 0.25% |
| Cambridge Investment Research Advisors, Inc. | 70.60K | Mar 31, 26 | +489 | 0.24% |
| Allianz Asset Management GmbH | 65.70K | Mar 31, 26 | +65.70K | 0.23% |
| IHT Wealth Management, LLC | 65.33K | Mar 31, 26 | +4.08K | 0.23% |
| NewEdge Advisors, LLC | 65.21K | Mar 31, 26 | -23.42K | 0.22% |
| B. Riley Wealth Advisors, Inc. | 64.95K | Mar 31, 26 | +12.87K | 0.22% |
| Hershey Financial Advisers, LLC | 63.08K | Mar 31, 26 | +63.08K | 0.22% |
| Central Pacific Bank - Trust Division | 60.98K | Mar 31, 26 | +19.08K | 0.21% |
| Plan Group Financial, LLC | 60.96K | Mar 31, 26 | +3.65K | 0.21% |
| CITADEL ADVISORS LLC | 57.38K | Mar 31, 26 | +57.38K | 0.20% |
| HighTower Advisors, LLC | 57.19K | Mar 31, 26 | -1.79K | 0.20% |
| CAPITAL WEALTH MANAGEMENT, LLC | 52.39K | Mar 31, 26 | +3.91K | 0.18% |
| Baron Financial Group, LLC | 49.76K | Mar 31, 26 | +43 | 0.17% |
| Mariner, LLC | 48.66K | Mar 31, 26 | +2.79K | 0.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 48.57K | Mar 31, 26 | +17.71K | 0.17% |
| Merit Financial Group, LLC | 48.07K | Mar 31, 26 | -6.07K | 0.17% |
| Cambria Investment Management, L.P. | 45.91K | Mar 31, 26 | +1.31K | 0.16% |
| WETZEL INVESTMENT ADVISORS, INC. | 43.39K | Mar 31, 26 | -3.03K | 0.15% |
| ROYAL BANK OF CANADA | 43.16K | Mar 31, 26 | -3.38K | 0.15% |
| Sanctuary Advisors, LLC | 42.95K | Mar 31, 26 | -8.56K | 0.15% |
| HORIZON FINANCIAL SERVICES, LLC | 41.39K | Mar 31, 26 | -357 | 0.14% |
| Savvy Advisors, Inc. | 40.07K | Mar 31, 26 | +25.45K | 0.14% |
| Bank of New York Mellon Corp | 39.66K | Mar 31, 26 | -31.64K | 0.14% |
| AE Wealth Management LLC | 38.91K | Mar 31, 26 | +12.57K | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37.28K | Mar 31, 26 | -27.14K | 0.13% |
| Mirae Asset Global Investments Co., Ltd. | 34.51K | Mar 31, 26 | +4.66K | 0.12% |
| Kestra Advisory Services, LLC | 34.08K | Mar 31, 26 | -20.73K | 0.12% |
| Alliance Wealth Advisors, LLC /UT | 33.33K | Mar 31, 26 | +13.39K | 0.11% |
| CreativeOne Wealth, LLC | 32.61K | Mar 31, 26 | -10.00K | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 31.84K | Mar 31, 26 | -29.94K | 0.11% |
| PARK AVENUE SECURITIES LLC | 31.84K | Mar 31, 26 | -32.02K | 0.11% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 31.24K | Mar 31, 26 | +31.24K | 0.11% |
| SRS Capital Advisors, Inc. | 30.71K | Mar 31, 26 | +28.24K | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 30.65K | Mar 31, 26 | -55.54K | 0.11% |
| IFP Advisors, Inc | 30.50K | Mar 31, 26 | +207 | 0.11% |
| J.W. COLE ADVISORS, INC. | 29.55K | Mar 31, 26 | +7.57K | 0.10% |
| Spectrum Planning & Advisory Services Inc. | 27.71K | Mar 31, 26 | -1.42K | 0.10% |
| Clark Capital Management Group, Inc. | 27.29K | Mar 31, 26 | +1.14K | 0.09% |
| Compagnie Lombard Odier SCmA | 26.61K | Mar 31, 26 | +25.05K | 0.09% |
| Janney Montgomery Scott LLC | 26.06K | Mar 31, 26 | -20.07K | 0.09% |
| Ascent Group, LLC | 23.35K | Mar 31, 26 | -7.47K | 0.08% |
| Yorktown Management & Research Co Inc | 23.00K | Mar 31, 26 | -4.00K | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.50K | Mar 31, 26 | -7.16K | 0.08% |
| Provident Wealth Management, LLC | 21.45K | Mar 31, 26 | -211 | 0.07% |
| Private Advisor Group, LLC | 20.65K | Mar 31, 26 | -345 | 0.07% |
| Quartz Partners, LLC | 20.50K | Mar 31, 26 | +120 | 0.07% |
| Farther Finance Advisors, LLC | 20.30K | Mar 31, 26 | +4.50K | 0.07% |
| D.A. DAVIDSON & CO. | 19.99K | Mar 31, 26 | -476 | 0.07% |
| TRUIST FINANCIAL CORP | 19.68K | Mar 31, 26 | -16.75K | 0.07% |
| Florin Court Capital LLP | 19.53K | Mar 31, 26 | -22.20K | 0.07% |
| Lido Advisors, LLC | 19.36K | Mar 31, 26 | +13.41K | 0.07% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 17.91K | Mar 31, 26 | +17.91K | 0.06% |
| TSA Wealth Managment LLC | 15.72K | Mar 31, 26 | -5.07K | 0.05% |
| SOFI WEALTH, LLC | 15.31K | Mar 31, 26 | +15.31K | 0.05% |
| HOHIMER WEALTH MANAGEMENT, LLC | 15.01K | Mar 31, 26 | -6 | 0.05% |
| Perigon Wealth Management, LLC | 14.99K | Mar 31, 26 | -1.62K | 0.05% |
| Sovran Advisors, LLC | 14.90K | Mar 31, 26 | -1.11K | 0.05% |
| PRINCIPAL SECURITIES, INC. | 14.89K | Mar 31, 26 | -1.64K | 0.05% |
| Arkadios Wealth Advisors | 14.85K | Mar 31, 26 | +451 | 0.05% |
| Outlook Wealth Advisors, LLC | 14.55K | Mar 31, 26 | -205 | 0.05% |
| Scissortail Wealth Management, LLC | 14.54K | Mar 31, 26 | +9.70K | 0.05% |
| Pinion Investment Advisors, LLC | 13.69K | Mar 31, 26 | +13.69K | 0.05% |
| Keystone Wealth Services, LLC | 13.64K | Mar 31, 26 | +52 | 0.05% |
| Strategic Blueprint, LLC | 13.37K | Mar 31, 26 | -938 | 0.05% |
| Global Financial Private Client, LLC | 13.31K | Mar 31, 26 | +2.54K | 0.05% |
| Elevation Capital Advisory, LLC | 13.11K | Mar 31, 26 | +13.11K | 0.05% |
| ICAPITAL WEALTH LLC | 13.11K | Mar 31, 26 | -- | 0.05% |
| CFS Investment Advisory Services, LLC | 13.02K | Mar 31, 26 | -4.47K | 0.04% |
| Stokes Family Office, LLC | 13.00K | Mar 31, 26 | -1.67K | 0.04% |
| FFG RETIREMENT ADVISORS LLC | 12.69K | Mar 31, 26 | -10.13K | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12.64K | Mar 31, 26 | +1.21K | 0.04% |
| Integrated Wealth Concepts LLC | 12.63K | Mar 31, 26 | +2.76K | 0.04% |
| Tidemark, LLC | 12.50K | Mar 31, 26 | -3.38K | 0.04% |
| Windsor Capital Management, LLC | 12.36K | Mar 31, 26 | +291 | 0.04% |
| Quad-Cities Investment Group, LLC | 12.01K | Mar 31, 26 | +130 | 0.04% |
| Ridgewood Investments LLC | 12.01K | Mar 31, 26 | +12.01K | 0.04% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.76K | Mar 31, 26 | -4.39K | 0.04% |
| Steel Peak Wealth Management LLC | 11.72K | Mar 31, 26 | -15.71K | 0.04% |
| Archer Investment Corp | 11.69K | Mar 31, 26 | -- | 0.04% |
| WCG Wealth Advisors LLC | 11.66K | Mar 31, 26 | -17 | 0.04% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 11.57K | Mar 31, 26 | +1.05K | 0.04% |
| Key FInancial Inc | 11.33K | Mar 31, 26 | -492 | 0.04% |
| Horst & Graben Wealth Management LLC | 11.28K | Mar 31, 26 | -5.61K | 0.04% |
| Armor Investment Advisors, LLC | 11.01K | Mar 31, 26 | -137 | 0.04% |
| Greykasell Wealth Strategies, Inc. | 10.91K | Mar 31, 26 | +2 | 0.04% |
| Centerline Wealth Advisors, LLC | 10.83K | Mar 31, 26 | -10.43K | 0.04% |
| Midwest Capital Advisors, LLC | 10.65K | Mar 31, 26 | -3.92K | 0.04% |
| Van Hulzen Asset Management, LLC | 10.29K | Mar 31, 26 | +557 | 0.04% |
| Herold Advisors, Inc. | 10.22K | Mar 31, 26 | -990 | 0.04% |
| SWP FINANCIAL LLC | 10.16K | Mar 31, 26 | -7.89K | 0.04% |
| NorthRock Partners, LLC | 10.11K | Mar 31, 26 | -3.32K | 0.03% |
| Ashton Thomas Private Wealth, LLC | 10.03K | Mar 31, 26 | -3.48K | 0.03% |
| Revisor Wealth Management LLC | 9.96K | Mar 31, 26 | +3.50K | 0.03% |
| United Advisor Group, LLC | 9.94K | Mar 31, 26 | +943 | 0.03% |
| Comprehensive Wealth Management, LLC | 9.87K | Mar 31, 26 | -1.21K | 0.03% |
| Cadent Capital Advisors, LLC | 9.54K | Mar 31, 26 | +9.54K | 0.03% |
| Independent Advisor Alliance | 9.30K | Mar 31, 26 | +9.30K | 0.03% |
| Advisors Asset Management, Inc. | 9.27K | Mar 31, 26 | +4 | 0.03% |
| Sigma Planning Corp | 9.27K | Mar 31, 26 | +1.27K | 0.03% |
| Hennion & Walsh Asset Management, Inc. | 9.17K | Mar 31, 26 | +2.39K | 0.03% |
| Millington Financial Advisors, LLC | 9.07K | Mar 31, 26 | +42 | 0.03% |
| Atria Investments, Inc | 9.01K | Mar 31, 26 | -8.51K | 0.03% |
| Kovack Advisors, Inc. | 8.59K | Mar 31, 26 | -1.61K | 0.03% |
| Tennessee Valley Asset Management Partners | 8.52K | Mar 31, 26 | +8.52K | 0.03% |
| Colony Group, LLC | 8.28K | Mar 31, 26 | -- | 0.03% |
| Pettinga Financial Advisors, LLC | 8.12K | Mar 31, 26 | -5.68K | 0.03% |
| Cerity Partners LLC | 7.84K | Mar 31, 26 | +4.46K | 0.03% |
| CoreCap Advisors, LLC | 7.72K | Mar 31, 26 | -375 | 0.03% |
| Advisory Services Network, LLC | 7.72K | Mar 31, 26 | -1.19K | 0.03% |
| SEEDS INVESTOR LLC | 7.69K | Mar 31, 26 | +7.69K | 0.03% |
| EWA, LLC | 7.66K | Mar 31, 26 | -2.21K | 0.03% |
| Kelly Financial Services LLC | 7.53K | Mar 31, 26 | -2.66K | 0.03% |
| Atlatl Advisers LLC | 7.49K | Mar 31, 26 | -867 | 0.03% |
| Rockefeller Capital Management L.P. | 7.15K | Mar 31, 26 | -2.94K | 0.02% |
| GUIDANCE CAPITAL, INC | 7.15K | Mar 31, 26 | +7.15K | 0.02% |
| OPPENHEIMER & CO INC | 7.12K | Mar 31, 26 | -730 | 0.02% |
| BOOTHBAY FUND MANAGEMENT, LLC | 7.02K | Mar 31, 26 | +7.02K | 0.02% |
| Pictet North America Advisors SA | 6.92K | Mar 31, 26 | -2.32K | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.84K | Mar 31, 26 | +4 | 0.02% |
| Qube Research & Technologies Ltd | 6.82K | Mar 31, 26 | +1.81K | 0.02% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 6.78K | Mar 31, 26 | +1.81K | 0.02% |
| LPWM LLC | 6.72K | Mar 31, 26 | -57 | 0.02% |
| Aletheian Wealth Advisors LLC | 6.70K | Mar 31, 26 | +6.70K | 0.02% |
| Comprehensive Money Management Services LLC | 6.66K | Mar 31, 26 | -- | 0.02% |
| BCGM Wealth Management, LLC | 6.45K | Mar 31, 26 | -271 | 0.02% |
| MMA ASSET MANAGEMENT LLC | 6.43K | Mar 31, 26 | +6.43K | 0.02% |
| Simplicity Wealth,LLC | 6.38K | Mar 31, 26 | -2.31K | 0.02% |
| Scarborough Advisors, LLC | 6.36K | Mar 31, 26 | -457 | 0.02% |
| Brookstone Capital Management | 6.30K | Mar 31, 26 | -3.63K | 0.02% |
| Perissos Private Wealth Management, LLC | 6.28K | Mar 31, 26 | -8.89K | 0.02% |
| WEBSTER BANK, N. A. | 6.04K | Mar 31, 26 | +5.61K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.03K | Mar 31, 26 | +6.03K | 0.02% |
| O'ROURKE & COMPANY, Inc | 6.01K | Mar 31, 26 | -174 | 0.02% |
| Capital Analysts, LLC | 5.95K | Mar 31, 26 | -1.97K | 0.02% |
| Centurion Wealth Management LLC | 5.90K | Mar 31, 26 | -2.12K | 0.02% |
| Synergy Investment Management, LLC | 5.55K | Mar 31, 26 | -60 | 0.02% |
| Tempus Wealth Planning, LLC | 5.53K | Mar 31, 26 | +5.53K | 0.02% |
| FIFTH THIRD BANCORP | 5.50K | Mar 31, 26 | +5.50K | 0.02% |
| Security Financial Services, INC. | 5.47K | Mar 31, 26 | +123 | 0.02% |
| Dynamic Advisor Solutions LLC | 5.39K | Mar 31, 26 | -7.72K | 0.02% |
| Archer Investment Management, LLC | 5.39K | Mar 31, 26 | +2.63K | 0.02% |
| McAdam, LLC | 5.34K | Mar 31, 26 | +740 | 0.02% |
| Valmark Advisers, Inc. | 5.24K | Mar 31, 26 | +1.11K | 0.02% |
| Range Financial Group LLC | 5.20K | Mar 31, 26 | -1.90K | 0.02% |
| Sharkey, Howes & Javer | 5.20K | Mar 31, 26 | -3.16K | 0.02% |
| PRIVATE TRUST CO NA | 5.17K | Mar 31, 26 | -144 | 0.02% |
| Quadrant Private Wealth Management, LLC | 5.02K | Mar 31, 26 | -253 | 0.02% |
| WELLS FARGO & COMPANY/MN | 5.02K | Mar 31, 26 | +402 | 0.02% |
| Acorn Wealth Advisors, LLC | 4.96K | Mar 31, 26 | -28 | 0.02% |
| Focus Financial Network, Inc. | 4.92K | Mar 31, 26 | -373 | 0.02% |
| Toroso Investments, LLC | 4.84K | Mar 31, 26 | -3.97K | 0.02% |
| Snowden Capital Advisors LLC | 4.84K | Mar 31, 26 | -22 | 0.02% |
| Keebeck Wealth Management, LLC | 4.79K | Mar 31, 26 | +2.50K | 0.02% |
| Able Wealth Management LLC | 4.65K | Mar 31, 26 | -3.40K | 0.02% |
| Shared Vision Wealth Group LLC | 4.53K | Mar 31, 26 | -2.66K | 0.02% |
| Kestra Investment Management, LLC | 4.53K | Mar 31, 26 | -29.51K | 0.02% |
| OneAscent Financial Services LLC | 4.53K | Mar 31, 26 | -41 | 0.02% |
| Transamerica Financial Advisors, Inc. | 4.50K | Mar 31, 26 | -559 | 0.02% |
| Modera Wealth Management, LLC | 4.50K | Mar 31, 26 | -40 | 0.02% |
| Stratos Wealth Partners, LTD. | 4.49K | Mar 31, 26 | +4.49K | 0.02% |
| Mosley Wealth Management | 4.49K | Mar 31, 26 | +38 | 0.02% |
| BOS Asset Management, LLC | 4.47K | Mar 31, 26 | -47 | 0.02% |
| CALTON & ASSOCIATES, INC. | 4.46K | Mar 31, 26 | +302 | 0.02% |
| Pflug Koory, LLC | 4.40K | Mar 31, 26 | -- | 0.02% |
| McNaughton Wealth Management, LLC | 4.38K | Mar 31, 26 | -1.66K | 0.02% |
| MGO ONE SEVEN LLC | 4.37K | Mar 31, 26 | +493 | 0.02% |
| Advisors Preferred, LLC | 4.37K | Mar 31, 26 | +2.08K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 4.23K | Mar 31, 26 | -3.70K | 0.01% |
| WealthShield Partners, LLC | 4.23K | Mar 31, 26 | -3.95K | 0.01% |
| Creative Planning | 4.18K | Mar 31, 26 | +2.11K | 0.01% |
| WEDBUSH SECURITIES INC | 4.12K | Mar 31, 26 | -90 | 0.01% |
| FORM Wealth Advisors, LLC | 4.09K | Mar 31, 26 | +10 | 0.01% |
| Trek Financial, LLC | 4.03K | Mar 31, 26 | -1.55K | 0.01% |
| Braun-Bostich & Associates Inc. | 4.01K | Mar 31, 26 | -38 | 0.01% |
| Wealthfront Advisers LLC | 3.99K | Mar 31, 26 | +368 | 0.01% |
| Atomi Financial Group, Inc. | 3.96K | Mar 31, 26 | +3.96K | 0.01% |
| PFG Advisors | 3.93K | Mar 31, 26 | -4.74K | 0.01% |
| Creekside Partners | 3.69K | Mar 31, 26 | +3.69K | 0.01% |
| Quarry LP | 3.63K | Mar 31, 26 | +3.63K | 0.01% |
| Golden State Equity Partners | 3.62K | Mar 31, 26 | +3.62K | 0.01% |
| Robertson Stephens Wealth Management, LLC | 3.56K | Mar 31, 26 | -34 | 0.01% |
| SCOTIA CAPITAL INC. | 3.55K | Mar 31, 26 | +3.55K | 0.01% |
| Concurrent Investment Advisors, LLC | 3.55K | Mar 31, 26 | +1.22K | 0.01% |
| Bay Harbor Wealth Management, LLC | 3.50K | Mar 31, 26 | -3.57K | 0.01% |
| ALTERNA WEALTH MANAGEMENT, INC | 3.45K | Mar 31, 26 | -618 | 0.01% |
| Wealth Alliance | 3.45K | Mar 31, 26 | +933 | 0.01% |
| Front Row Advisors LLC | 3.44K | Mar 31, 26 | -- | 0.01% |
| Balboa Wealth Partners | 3.41K | Mar 31, 26 | +3.41K | 0.01% |
| TSFG, LLC | 3.40K | Mar 31, 26 | -536 | 0.01% |
| Gotham Asset Management, LLC | 3.38K | Mar 31, 26 | +88 | 0.01% |
| Strategic Financial Concepts, LLC | 3.37K | Mar 31, 26 | +3.37K | 0.01% |
| FIRETHORN WEALTH PARTNERS, LLC | 3.37K | Mar 31, 26 | +617 | 0.01% |
| Prospera Financial Services Inc | 3.34K | Mar 31, 26 | +23 | 0.01% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 3.33K | Mar 31, 26 | -697 | 0.01% |
| SigFig Wealth Management, LLC | 3.33K | Mar 31, 26 | -3.06K | 0.01% |
| CITIZENS FINANCIAL GROUP INC/RI | 3.23K | Mar 31, 26 | -- | 0.01% |
| Clark Asset Management, LLC | 3.22K | Mar 31, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 3.20K | Mar 31, 26 | -- | 0.01% |
| QUEST INVESTMENT MANAGEMENT LLC | 3.20K | Mar 31, 26 | +92 | 0.01% |
| 17 CAPITAL PARTNERS, LLC | 3.18K | Mar 31, 26 | +254 | 0.01% |
| Meridian Wealth Management, LLC | 3.18K | Mar 31, 26 | +275 | 0.01% |
| JB Capital LLC | 3.13K | Mar 31, 26 | -3.11K | 0.01% |
| HRT FINANCIAL LP | 3.06K | Mar 31, 26 | +3.06K | 0.01% |
| Clear Creek Financial Management, LLC | 3.04K | Mar 31, 26 | +3.04K | 0.01% |
| City Center Advisors, LLC | 3.04K | Mar 31, 26 | +114 | 0.01% |
| Brinker Capital Investments, LLC | 3.03K | Mar 31, 26 | -5.92K | 0.01% |
| Csenge Advisory Group | 2.99K | Mar 31, 26 | -81 | 0.01% |
| Skopos Labs, Inc. | 2.99K | Mar 31, 26 | +785 | 0.01% |
| Sowell Financial Services LLC | 2.80K | Mar 31, 26 | -173 | 0.01% |
| Allworth Financial LP | 2.79K | Mar 31, 26 | -407 | 0.01% |
| Brookwood Investment Group LLC | 2.79K | Mar 31, 26 | -185 | 0.01% |
| BLAIR WILLIAM & CO/IL | 2.76K | Mar 31, 26 | -195 | 0.01% |
| LIFELONG WEALTH ADVISORS, INC. | 2.69K | Mar 31, 26 | +353 | 0.01% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2.67K | Mar 31, 26 | +2.67K | 0.01% |
| Beacon Pointe Advisors, LLC | 2.67K | Mar 31, 26 | +2.67K | 0.01% |
| Steward Partners Investment Advisory, LLC | 2.66K | Mar 31, 26 | -1.33K | 0.01% |
| BCU Wealth Advisors, LLC | 2.63K | Mar 31, 26 | -160 | 0.01% |
| JAMES INVESTMENT RESEARCH INC | 2.62K | Mar 31, 26 | -- | 0.01% |
| Pensionmark Financial Group, LLC | 2.62K | Mar 31, 26 | -1.58K | 0.01% |
| Belpointe Asset Management LLC | 2.58K | Mar 31, 26 | -- | 0.01% |
| Stone House Investment Management, LLC | 2.57K | Mar 31, 26 | -2.45K | 0.01% |
| Barnes Wealth Management Group, Inc | 2.57K | Mar 31, 26 | -297 | 0.01% |
| Sovereign Financial Group, Inc. | 2.57K | Mar 31, 26 | +11 | 0.01% |
| Frisch Financial Group, Inc. | 2.55K | Mar 31, 26 | +2.55K | 0.01% |
| One Wealth Advisors, LLC | 2.55K | Mar 31, 26 | -2.80K | 0.01% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 2.54K | Mar 31, 26 | -- | 0.01% |
| Regal Investment Advisors LLC | 2.52K | Mar 31, 26 | -2.89K | 0.01% |
| Cypress Wealth Services, LLC | 2.50K | Mar 31, 26 | -543 | 0.01% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2.47K | Mar 31, 26 | -- | 0.01% |
| Bigelow Investment Advisors, LLC | 2.47K | Mar 31, 26 | -216 | 0.01% |
| LIBERTY WEALTH MANAGEMENT LLC | 2.39K | Mar 31, 26 | -2.32K | 0.01% |
| Keystone Financial Services | 2.38K | Mar 31, 26 | -1.79K | 0.01% |
| Goldstein Advisors, LLC | 2.36K | Mar 31, 26 | +120 | 0.01% |
| Duncan Williams Asset Management, LLC | 2.35K | Mar 31, 26 | -1.65K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.34K | Mar 31, 26 | +85 | 0.01% |
| StoneX Group Inc. | 2.34K | Mar 31, 26 | +2.34K | 0.01% |
| Buckingham Strategic Partners | 2.34K | Mar 31, 26 | +2.34K | 0.01% |
| Parallel Advisors, LLC | 2.31K | Mar 31, 26 | +515 | 0.01% |
| RFG Advisory, LLC | 2.30K | Mar 31, 26 | -72 | 0.01% |
| Gateway Wealth Partners, LLC | 2.21K | Mar 31, 26 | +2.21K | 0.01% |
| XTX Topco Ltd | 2.20K | Mar 31, 26 | +2.20K | 0.01% |
| Invst, LLC | 2.19K | Mar 31, 26 | -3.10K | 0.01% |
| Traub Capital Management LLC | 2.18K | Mar 31, 26 | -- | 0.01% |
| Moors & Cabot, Inc. | 2.16K | Mar 31, 26 | +2.16K | 0.01% |
| Mount Yale Investment Advisors, LLC | 2.07K | Mar 31, 26 | +2.07K | 0.01% |
| Latitude Advisors, LLC | 2.06K | Mar 31, 26 | -152 | 0.01% |
| True Vision MN LLC | 2.06K | Mar 31, 26 | -2.11K | 0.01% |
| GWN SECURITIES INC. | 2.06K | Mar 31, 26 | +2.06K | 0.01% |
| Ronald Blue Trust, Inc. | 1.89K | Mar 31, 26 | -3.34K | 0.01% |
| Golden State Wealth Management, LLC | 1.85K | Mar 31, 26 | +466 | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.80K | Mar 31, 26 | -- | 0.01% |
| CENTAURUS FINANCIAL, INC. | 1.50K | Mar 31, 26 | -380 | 0.01% |
| US BANCORP \DE\ | 1.38K | Mar 31, 26 | -16.07K | 0.00% |
| Gen-Wealth Partners Inc | 1.38K | Mar 31, 26 | -1.89K | 0.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.35K | Mar 31, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 1.24K | Mar 31, 26 | +1.17K | 0.00% |
| Kingdom Financial Group LLC. | 1.24K | Mar 31, 26 | +586 | 0.00% |
| HBW Advisory Services LLC | 1.20K | Mar 31, 26 | +1.20K | 0.00% |
| JPL Wealth Management, LLC | 1.15K | Mar 31, 26 | +1.15K | 0.00% |
| Aptus Capital Advisors, LLC | 1.10K | Mar 31, 26 | -14 | 0.00% |
| Root Financial Partners, LLC | 1.09K | Mar 31, 26 | +1.08K | 0.00% |
| IFG Advisory, LLC | 1.05K | Mar 31, 26 | +1.05K | 0.00% |
| Dunhill Financial, LLC | 959 | Mar 31, 26 | -147 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 941 | Mar 31, 26 | +2 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 921 | Mar 31, 26 | +11 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 911 | Mar 31, 26 | +2 | 0.00% |
| Ancora Advisors, LLC | 700 | Mar 31, 26 | -14 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 696 | Mar 31, 26 | -7 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 634 | Mar 31, 26 | -4.10K | 0.00% |
| NBT BANK N A /NY | 621 | Mar 31, 26 | +522 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 609 | Mar 31, 26 | +609 | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 607 | Mar 31, 26 | +607 | 0.00% |
| CITIGROUP INC | 601 | Mar 31, 26 | -1.43K | 0.00% |
| HUNTINGTON NATIONAL BANK | 595 | Mar 31, 26 | -280 | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 569 | Mar 31, 26 | +569 | 0.00% |
| Founders Financial Alliance, LLC | 516 | Mar 31, 26 | +1 | 0.00% |
| Boreal Capital Management LLC | 500 | Mar 31, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 474 | Mar 31, 26 | +474 | 0.00% |
| HM PAYSON & CO | 426 | Mar 31, 26 | -- | 0.00% |
| Destiny Wealth Partners, LLC | 416 | Mar 31, 26 | +416 | 0.00% |
| Sunbelt Securities, Inc. | 383 | Mar 31, 26 | +1 | 0.00% |
| Sound Income Strategies, LLC | 375 | Mar 31, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 354 | Mar 31, 26 | +354 | 0.00% |
| AdvisorNet Financial, Inc | 332 | Mar 31, 26 | -9 | 0.00% |
| EverSource Wealth Advisors, LLC | 280 | Mar 31, 26 | -42 | 0.00% |
| Opal Wealth Advisors, LLC | 276 | Mar 31, 26 | +276 | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 255 | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 230 | Mar 31, 26 | +230 | 0.00% |
| Merkkuri Wealth Advisors LLC | 199 | Mar 31, 26 | +199 | 0.00% |
| Clearstead Trust, LLC | 185 | Mar 31, 26 | -- | 0.00% |
| GeoWealth Management, LLC | 164 | Mar 31, 26 | +164 | 0.00% |
| Capital Investment Advisory Services, LLC | 155 | Mar 31, 26 | -- | 0.00% |
| Spire Wealth Management | 151 | Mar 31, 26 | -159 | 0.00% |
| Western Wealth Management, LLC | 148 | Mar 31, 26 | +148 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 125 | Mar 31, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 125 | Mar 31, 26 | +125 | 0.00% |
| Retirement Wealth Solutions LLC | 107 | Mar 31, 26 | -113 | 0.00% |
| Legacy Wealth Managment, LLC/ID | 106 | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 105 | Mar 31, 26 | -- | 0.00% |
| Fortis Group Advisors, LLC | 102 | Mar 31, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 100 | Mar 31, 26 | +100 | 0.00% |
| Bank of New Hampshire | 93 | Mar 31, 26 | +60 | 0.00% |
| Manchester Capital Management LLC | 81 | Mar 31, 26 | -- | 0.00% |
| Imprint Wealth LLC | 80 | Mar 31, 26 | -48 | 0.00% |
| MAI Capital Management | 73 | Mar 31, 26 | -25 | 0.00% |
| Geneos Wealth Management Inc. | 70 | Mar 31, 26 | -7 | 0.00% |
| POM Investment Strategies, LLC | 59 | Mar 31, 26 | +59 | 0.00% |
| Clearstead Advisors, LLC | 55 | Mar 31, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 50 | Mar 31, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 46 | Mar 31, 26 | +46 | 0.00% |
| Strategic Wealth Partners, Ltd. | 46 | Mar 31, 26 | -- | 0.00% |
| Park Place Capital Corp | 44 | Mar 31, 26 | -34 | 0.00% |
| Allspring Global Investments Holdings, LLC | 41 | Mar 31, 26 | +41 | 0.00% |
| WHITTIER TRUST CO | 25 | Mar 31, 26 | -30 | 0.00% |
| Financial Freedom, LLC | 22 | Mar 31, 26 | +22 | 0.00% |
| SWAN Capital LLC | 21 | Mar 31, 26 | +21 | 0.00% |
| Burk Holdings LLC | 18 | Mar 31, 26 | +18 | 0.00% |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | 15 | Mar 31, 26 | -15 | 0.00% |
| Raleigh Capital Management Inc. | 14 | Mar 31, 26 | +5 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 13 | Mar 31, 26 | +13 | 0.00% |
| NBC SECURITIES, INC. | 13 | Mar 31, 26 | -15 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 11 | Mar 31, 26 | +11 | 0.00% |
| Richard W. Paul & Associates, LLC | 8 | Mar 31, 26 | -- | 0.00% |
| Park Square Financial Group, LLC | 3 | Mar 31, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | Mar 31, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 1 | Mar 31, 26 | -- | 0.00% |
| Vermillion & White Wealth Management Group, LLC | -- | Mar 31, 26 | -501 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Mar 31, 26 | -12 | -- |
| PLANWISER FINANCIAL, LLC | -- | Mar 31, 26 | -26.34K | -- |
| Ethos Financial Group, LLC | -- | Mar 31, 26 | -2.03K | -- |
| Baird Financial Group, Inc. | -- | Mar 31, 26 | -2.57K | -- |
| Dynasty Wealth Management, LLC | -- | Mar 31, 26 | -126.69K | -- |
| Wealthcare Advisory Partners LLC | -- | Mar 31, 26 | -2.63K | -- |
| Cobblestone Asset Management LLC | -- | Mar 31, 26 | -3.13K | -- |
| KFG WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -4.51K | -- |
| Modern Wealth Management, LLC | -- | Mar 31, 26 | -2.07K | -- |
| SG Americas Securities, LLC | -- | Mar 31, 26 | -5.33K | -- |
| TOMPKINS FINANCIAL CORP | -- | Mar 31, 26 | -20 | -- |
| Arete Wealth Advisors, LLC | -- | Mar 31, 26 | -10.99K | -- |
| Concorde Asset Management, LLC | -- | Mar 31, 26 | -2.21K | -- |
| Tyche Wealth Partners LLC | -- | Mar 31, 26 | -2.34K | -- |
| Friedenthal Financial | -- | Mar 31, 26 | -42.56K | -- |
| Operose Advisors LLC | -- | Mar 31, 26 | -7 | -- |
| Wells Financial Advisors INC | -- | Mar 31, 26 | -175 | -- |
| CROBAN | -- | Mar 31, 26 | -22.65K | -- |
| SAGESPRING WEALTH PARTNERS, LLC | -- | Mar 31, 26 | -10.69K | -- |
| Smartleaf Asset Management LLC | -- | Mar 31, 26 | -7 | -- |
| Private Wealth Asset Management, LLC | -- | Mar 31, 26 | -528 | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -1.61K | -- |
| Calamos Wealth Management LLC | -- | Mar 31, 26 | -3.22K | -- |
| Towerpoint Wealth, LLC | -- | Mar 31, 26 | -2.04K | -- |
| Howard Capital Management Inc. | -- | Mar 31, 26 | -295.12K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -58.87K | -- |
| Cyndeo Wealth Partners, LLC | -- | Mar 31, 26 | -2.53K | -- |
| Icon Wealth Advisors, LLC | -- | Mar 31, 26 | -3.11K | -- |
| Pinnacle Holdings, LLC | -- | Mar 31, 26 | -1.66K | -- |
| Strategic Advocates LLC | -- | Mar 31, 26 | -372 | -- |
| PRICE T ROWE ASSOCIATES INC /MD/ | -- | Mar 31, 26 | -54.56K | -- |
| Russell Investments Group, Ltd. | -- | Mar 31, 26 | -7 | -- |
| Independent Wealth Network Inc. | -- | Mar 31, 26 | -6.56K | -- |
| PROVIDA PENSION FUND ADMINISTRATOR | 1.97M | Dec 31, 25 | +910.00K | 6.77% |
| Global Retirement Partners, LLC | 9.12K | Dec 31, 25 | +6.39K | 0.03% |
| Austin Private Wealth, LLC | 7.32K | Dec 31, 25 | +932 | 0.03% |
| COMERICA BANK | 6.01K | Dec 31, 25 | +69 | 0.02% |
| High Falls Advisors, Inc | 5.75K | Dec 31, 25 | +1.47K | 0.02% |
| CIBC Private Wealth Group, LLC | 610 | Dec 31, 25 | +376 | 0.00% |
| Northwest Capital Management Inc | 293 | Dec 31, 25 | -1.02K | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 221 | Dec 31, 25 | +221 | 0.00% |
| SageView Advisory Group, LLC | 105 | Dec 31, 25 | +105 | 0.00% |
| ORG Partners LLC | 53 | Dec 31, 25 | -- | 0.00% |
| GRIES FINANCIAL LLC | 12.31K | Sep 30, 25 | -224 | 0.04% |
| Copperleaf Capital, LLC | 5.52K | Sep 30, 25 | -3.25K | 0.02% |
| Lion Street Advisors, LLC | 3.43K | Sep 30, 25 | +3.43K | 0.01% |
| Brueske Advisory Services, LLC | 2.28K | Sep 30, 25 | -21 | 0.01% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -1.60K | -- |
| Financial Gravity Companies, Inc. | 83.39K | Jun 30, 25 | +83.39K | 0.29% |
| Congress Wealth Management LLC / DE / | 35.68K | Jun 30, 25 | +180 | 0.12% |
| Atria Wealth Solutions, Inc. | 13.39K | Jun 30, 25 | -9.04K | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 9.73K | Jun 30, 25 | -1.64K | 0.03% |
| My Legacy Advisors, LLC | 3.15K | Jun 30, 25 | +94 | 0.01% |
| First Horizon Advisors, Inc. | 1.59K | Jun 30, 25 | -878 | 0.01% |
| Semmax Financial Advisors Inc. | 371 | Jun 30, 25 | -61 | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 232 | Jun 30, 25 | +232 | 0.00% |
| Legacy Investment Solutions, LLC | 106 | Jun 30, 25 | +106 | 0.00% |
| Summit X, LLC | -- | Jun 30, 25 | -5.17K | -- |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -37 | -- |
| Orion Portfolio Solutions, LLC | 5.28K | Mar 31, 25 | +1.06K | 0.02% |
| Spectrum Wealth Counsel, LLC | 4.49K | Mar 31, 25 | -93 | 0.02% |
| Kades & Cheifetz LLC | 63.10K | Dec 31, 24 | -1.60K | 0.22% |
| WR Wealth Planners, LLC | 135 | Dec 31, 24 | -71 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 80.21K | Sep 30, 24 | -4.79K | 0.28% |
| Raymond James Financial Services Advisors, Inc. | 67.86K | Sep 30, 24 | -774 | 0.23% |
| Aspire Wealth Management Corp | 35.81K | Sep 30, 24 | -1.03K | 0.12% |
| Alera Investment Advisors, LLC | 13.28K | Sep 30, 24 | +15 | 0.05% |
| TNF LLC | 4.14K | Sep 30, 24 | -67 | 0.01% |
| FinTrust Capital Advisors, LLC | 4.09K | Sep 30, 24 | -22 | 0.01% |
| VitalStone Financial, LLC | 498 | Sep 30, 24 | -234 | 0.00% |
| Naples Money Management LLC | -- | Sep 30, 24 | -107 | -- |
| BlackRock Inc. | 320.54K | Jun 30, 24 | -13.01K | 1.10% |
| Windham Capital Management, LLC | 31.80K | Jun 30, 24 | -- | 0.11% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -49 | -- |
| Cetera Advisor Networks LLC | 58.85K | Mar 31, 24 | +17.82K | 0.20% |
| Cetera Advisors LLC | 32.70K | Mar 31, 24 | +21.71K | 0.11% |
| Eudaimonia Partners, LLC | 10.91K | Mar 31, 24 | -9.61K | 0.04% |
| PROVENCE WEALTH MANAGEMENT GROUP | 291 | Dec 31, 23 | -20 | 0.00% |
| DB Wealth Management Group, LLC | 261 | Dec 31, 23 | +125 | 0.00% |
| Hall Private Wealth Advisors | 14.03K | Sep 30, 23 | -- | 0.05% |
| Cornerstone Retirement Group, Inc. | 3.89K | Sep 30, 23 | +3.89K | 0.01% |
| DESTINY CAPITAL SECURITIES CORPORATION | 3.51K | Sep 30, 23 | +3.51K | 0.01% |
| KCS Wealth Advisory | 3.03K | Sep 30, 23 | -10 | 0.01% |
| Financial Architects, Inc | 32.33K | Jun 30, 23 | -- | 0.11% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -22 | -- |
| Baldrige Asset Management LLC | 20.49K | Mar 31, 23 | +267 | 0.07% |
| Ahrens Investment Partners LLC | 50 | Mar 31, 23 | +50 | 0.00% |
| Sanford Advisory Services, LLC | 27.28K | Dec 31, 22 | -16.61K | 0.09% |
| Laurel Wealth Advisors, Inc. | 3.23K | Dec 31, 22 | -1.88K | 0.01% |
| Sargent Bickham Lagudis LLC | 2.35K | Dec 31, 22 | -162 | 0.01% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 25.80K | Sep 30, 22 | -8.45K | 0.09% |
| Spectrum Management Group, LLC | 12.96K | Sep 30, 22 | -5.87K | 0.04% |
| American Portfolios Advisors | 8.86K | Sep 30, 22 | +763 | 0.03% |
| LFS ASSET MANAGEMENT | 7.26K | Sep 30, 22 | -245 | 0.03% |
| Strategic Asset Management, LLC | 962 | Sep 30, 22 | +910 | 0.00% |
| KARLINSKI ANDREW C | 124 | Sep 30, 22 | +124 | 0.00% |
| HYA Advisors, Inc | 15.71K | Jun 30, 22 | +15.71K | 0.05% |
| Private Capital Group, LLC | 502 | Jun 30, 22 | -691 | 0.00% |
| IndexIQ Advisors LLC | 422.15K | Mar 31, 22 | +189.43K | 1.45% |
| NEXT Financial Group, Inc | 8.44K | Dec 31, 21 | +395 | 0.03% |
| Cardan Capital Partners, LLC | 118.06K | Sep 30, 21 | +430 | 0.41% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2.10K | Sep 30, 21 | -2.72K | 0.01% |
| LEVEL FOUR FINANCIAL, LLC | -- | Sep 30, 21 | -2.25K | -- |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 424 | Jun 30, 21 | -- | 0.00% |
| Ruggie Capital Group | 436 | Sep 30, 20 | +436 | 0.00% |
| Squar Milner Financial Services LLC | 3 | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 31.51K | Dec 31, 19 | +2.40K | 0.11% |
| Advisor Group, Inc. | 21.26K | Dec 31, 19 | +12.71K | 0.07% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 17.75K | Sep 30, 18 | -934 | 0.06% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -4.45K | -- |
| MSI Financial Services Inc | 21.57K | Dec 31, 16 | +21.57K | 0.07% |