IEI
NASDAQAfter HoursiShares 3-7 Year Treasury Bond ETF
$119.85
+$0.20 (+0.16%)
As of 10:25 PM
Open
$119.87
High
$119.91
Low
$119.72
Prev Close
$119.66
52W High
$120.44
52W Low
$114.51
Volume
1.56M
Mkt Cap
$17.69B
Institutional Ownership
| Holder | Shares | Date Reported | Change | % Held |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 16.51M | Sep 30, 2025 | +4.52M | - |
| BANK OF AMERICA CORP /DE/ | 7.04M | Sep 30, 2025 | +244.77K | - |
| CAPTRUST FINANCIAL ADVISORS | 5.64M | Sep 30, 2025 | +1.99M | - |
| Invesco Ltd. | 4.29M | Sep 30, 2025 | - | - |
| Financial Engines Advisors L.L.C. | 4.25M | Sep 30, 2025 | +236.65K | - |
| ENVESTNET ASSET MANAGEMENT INC | 3.68M | Sep 30, 2025 | +311.61K | - |
| BlackRock, Inc. | 3.42M | Sep 30, 2025 | +2.59M | - |
| MORGAN STANLEY | 2.99M | Sep 30, 2025 | -40,796 | - |
| ASSETMARK, INC | 2.86M | Sep 30, 2025 | +315.65K | - |
| AMERIPRISE FINANCIAL INC | 2.72M | Sep 30, 2025 | -21,894 | - |
| Bank Julius Baer & Co. Ltd, Zurich | 2.52M | Sep 30, 2025 | +66.69K | - |
| LPL Financial LLC | 2.20M | Sep 30, 2025 | +329.58K | - |
| UBS Group AG | 2.10M | Sep 30, 2025 | -91,241 | - |
| WELLS FARGO & COMPANY/MN | 2.04M | Sep 30, 2025 | -65,077 | - |
| STIFEL FINANCIAL CORP | 2.04M | Sep 30, 2025 | -133,319 | - |
| WIT, LLC | 2.03M | Sep 30, 2025 | -442,155 | - |
| TRUIST FINANCIAL CORP | 1.94M | Sep 30, 2025 | +62.16K | - |
| Cerity Partners LLC | 1.85M | Sep 30, 2025 | +46.93K | - |
| Janney Montgomery Scott LLC | 1.79M | Sep 30, 2025 | +216.69K | - |
| RAYMOND JAMES FINANCIAL INC | 1.46M | Sep 30, 2025 | +160.37K | - |
| Creative Planning | 1.38M | Sep 30, 2025 | -59,834 | - |
| Clarity Financial LLC | 1.32M | Sep 30, 2025 | +735.93K | - |
| WestEnd Advisors, LLC | 1.16M | Sep 30, 2025 | +139.82K | - |
| Tanglewood Wealth Management, Inc. | 1.05M | Sep 30, 2025 | -9,571 | - |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.04M | Sep 30, 2025 | -1,075 | - |
| ROYAL BANK OF CANADA | 1.04M | Sep 30, 2025 | +68.93K | - |
| HUNTINGTON NATIONAL BANK | 1.00M | Sep 30, 2025 | +51.68K | - |
| ARMSTRONG ADVISORY GROUP, INC | 957.56K | Sep 30, 2025 | +15.33K | - |
| FMR LLC | 948.47K | Sep 30, 2025 | -70,795 | - |
| Facet Wealth, Inc. | 832.25K | Sep 30, 2025 | +47.13K | - |
| Colony Group, LLC | 795.21K | Sep 30, 2025 | +45.23K | - |
| EVERGREEN CAPITAL MANAGEMENT LLC | 770.59K | Sep 30, 2025 | +132.19K | - |
| Cetera Investment Advisers | 762.33K | Sep 30, 2025 | +116.55K | - |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 739.01K | Sep 30, 2025 | +505.36K | - |
| ADVISOR GROUP HOLDINGS, INC. | 677.99K | Sep 30, 2025 | +178.12K | - |
| SNS Financial Group, LLC | 602.55K | Sep 30, 2025 | +27.81K | - |
| Strategic Point Investment Advisors, LLC | 594.84K | Sep 30, 2025 | +10.21K | - |
| Johnson Financial Group, Inc. | 593.39K | Sep 30, 2025 | +41.78K | - |
| Dynasty Wealth Management, LLC | 593.13K | Sep 30, 2025 | +324.50K | - |
| PNC FINANCIAL SERVICES GROUP, INC. | 568.65K | Sep 30, 2025 | +12.10K | - |
| SAGESPRING WEALTH PARTNERS, LLC | 510.44K | Sep 30, 2025 | +27.57K | - |
| Mariner, LLC | 482.98K | Sep 30, 2025 | +2.83K | - |
| Kovitz Investment Group Partners, LLC | 465.69K | Sep 30, 2025 | -116,948 | - |
| VICTORY CAPITAL MANAGEMENT INC | 463.83K | Sep 30, 2025 | +54.07K | - |
| Waverly Advisors, LLC | 459.42K | Sep 30, 2025 | -2,353 | - |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 432.75K | Sep 30, 2025 | +12.85K | - |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 421.43K | Sep 30, 2025 | +960 | - |
| RMB Capital Management, LLC | 409.98K | Sep 30, 2025 | -50,466 | - |
| TD PRIVATE CLIENT WEALTH LLC | 409.94K | Sep 30, 2025 | +54.96K | - |
| KEYBANK NATIONAL ASSOCIATION/OH | 392.74K | Sep 30, 2025 | +9.96K | - |
| Bank of New York Mellon Corp | 366.87K | Sep 30, 2025 | +58.39K | - |
| DDFG, Inc | 347.95K | Sep 30, 2025 | +11.07K | - |
| FRANKLIN RESOURCES INC | 342.77K | Sep 30, 2025 | +24.00K | - |
| Silicon Valley Capital Partners | 313.01K | Sep 30, 2025 | +26.68K | - |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 305.20K | Sep 30, 2025 | +47.68K | - |
| COMMONWEALTH EQUITY SERVICES, LLC | 297.98K | Sep 30, 2025 | -15 | - |
| Resources Investment Advisors, LLC. | 292.53K | Sep 30, 2025 | +812 | - |
| BENJAMIN EDWARDS INC | 279.51K | Sep 30, 2025 | -315,319 | - |
| Willis Johnson & Associates, Inc. | 259.21K | Sep 30, 2025 | +21.00K | - |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 256.07K | Sep 30, 2025 | +50.09K | - |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 249.25K | Sep 30, 2025 | +8.30K | - |
| HighTower Advisors, LLC | 246.84K | Sep 30, 2025 | +33.07K | - |
| Klaas Financial Asset Advisors, LLC | 245.59K | Sep 30, 2025 | +5.17K | - |
| CABOT WEALTH MANAGEMENT INC | 242.84K | Sep 30, 2025 | +17.43K | - |
| Hilton Capital Management, LLC | 230.75K | Sep 30, 2025 | +104.62K | - |
| New Harbor Financial Group, LLC | 228.29K | Sep 30, 2025 | +16.32K | - |
| Banco Santander, S.A. | 225.49K | Sep 30, 2025 | +10.54K | - |
| Cambridge Investment Research Advisors, Inc. | 217.61K | Sep 30, 2025 | +2.97K | - |
| Allspring Global Investments Holdings, LLC | 213.06K | Sep 30, 2025 | +121.89K | - |
| US BANCORP \DE\ | 212.71K | Sep 30, 2025 | +1.84K | - |
| MBL Wealth, LLC | 209.78K | Sep 30, 2025 | +9.58K | - |
| Strategic Wealth Partners, Ltd. | 202.78K | Sep 30, 2025 | +6.58K | - |
| Allianz Asset Management GmbH | 201.80K | Sep 30, 2025 | +1.50K | - |
| GOLDMAN SACHS GROUP INC | 200.70K | Sep 30, 2025 | -220,401 | - |
| Berkshire Bank | 199.91K | Sep 30, 2025 | +26.04K | - |
| ANCHOR CAPITAL ADVISORS LLC | 196.61K | Sep 30, 2025 | -4,110 | - |
| BNP PARIBAS ARBITRAGE, SNC | 192.14K | Sep 30, 2025 | +96.73K | - |
| Hoese & Co LLP | 191.86K | Sep 30, 2025 | +650 | - |
| HANTZ FINANCIAL SERVICES, INC. | 190.56K | Sep 30, 2025 | +6.63K | - |
| CSM Advisors, LLC | 189.90K | Sep 30, 2025 | -39,700 | - |
| WEST CHESTER CAPITAL ADVISORS, INC | 181.73K | Sep 30, 2025 | -6,340 | - |
| Gunma Bank,Ltd. | 180.00K | Sep 30, 2025 | +30.00K | - |
| Blueprint Investment Partners LLC | 174.65K | Sep 30, 2025 | +18.93K | - |
| AE Wealth Management LLC | 174.53K | Sep 30, 2025 | +20.35K | - |
| Brinker Capital Investments, LLC | 174.08K | Sep 30, 2025 | +14.25K | - |
| JMAC ENTERPRISES LLC | 168.81K | Sep 30, 2025 | +10.23K | - |
| FIRST AMERICAN TRUST, FSB | 166.26K | Sep 30, 2025 | +19.11K | - |
| FLOW TRADERS U.S. LLC | 160.69K | Sep 30, 2025 | +22.33K | - |
| Lido Advisors, LLC | 160.66K | Sep 30, 2025 | -17,941 | - |
| Mirabaud & Cie SA | 159.09K | Sep 30, 2025 | +16.12K | - |
| Baird Financial Group, Inc. | 157.00K | Sep 30, 2025 | +30.22K | - |
| Vectors Research Management, LLC | 154.15K | Sep 30, 2025 | -3,113 | - |
| Independence Financial Advisors, LLC | 152.91K | Sep 30, 2025 | +55.87K | - |
| NewEdge Advisors, LLC | 151.19K | Sep 30, 2025 | -1,225 | - |
| Capital Investment Services of America, Inc. | 147.20K | Sep 30, 2025 | +2.85K | - |
| Strategic Investment Advisors / MI | 146.45K | Sep 30, 2025 | +129.52K | - |
| 1832 Asset Management L.P. | 145.52K | Sep 30, 2025 | +4.45K | - |
| Haverford Trust Co | 142.76K | Sep 30, 2025 | +3.76K | - |
| MML INVESTORS SERVICES, LLC | 138.68K | Sep 30, 2025 | -32,086 | - |
| CFS Investment Advisory Services, LLC | 138.25K | Sep 30, 2025 | +570 | - |
| AAFMAA Wealth Management & Trust LLC | 137.94K | Sep 30, 2025 | +3.85K | - |
| Adviser Investments LLC | 137.85K | Sep 30, 2025 | -8,973 | - |
| COURIER CAPITAL LLC | 137.84K | Sep 30, 2025 | -1,216 | - |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 137.23K | Sep 30, 2025 | +1.57K | - |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 134.62K | Sep 30, 2025 | -14,048 | - |
| ETF Portfolio Partners, Inc. | 132.29K | Sep 30, 2025 | +4.76K | - |
| Umpqua Bank | 131.51K | Sep 30, 2025 | +8.78K | - |
| FORONJY FINANCIAL LLC | 128.67K | Sep 30, 2025 | +13.78K | - |
| Austin Wealth Management, LLC | 123.29K | Sep 30, 2025 | +2.13K | - |
| NORTHERN TRUST CORP | 119.09K | Sep 30, 2025 | -5,708 | - |
| WCG Wealth Advisors LLC | 118.68K | Sep 30, 2025 | -8,373 | - |
| WILEY BROS.-AINTREE CAPITAL, LLC | 117.95K | Sep 30, 2025 | +14.62K | - |
| COLDSTREAM CAPITAL MANAGEMENT INC | 116.89K | Sep 30, 2025 | +304 | - |
| Rockefeller Capital Management L.P. | 115.95K | Sep 30, 2025 | -111,405 | - |
| WOODMONT INVESTMENT COUNSEL LLC | 115.64K | Sep 30, 2025 | +9.72K | - |
| CITIZENS FINANCIAL GROUP INC/RI | 114.67K | Sep 30, 2025 | -3,603 | - |
| BANK OF MONTREAL /CAN/ | 114.34K | Sep 30, 2025 | +7.65K | - |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 112.90K | Sep 30, 2025 | -136,487 | - |
| M&T BANK CORP | 110.71K | Sep 30, 2025 | +128 | - |
| Bond & Devick Financial Network, Inc. | 110.30K | Sep 30, 2025 | -4,535 | - |
| Gould Capital, LLC | 107.70K | Sep 30, 2025 | +1.07K | - |
| Pictet Asset Management Holding SA | 105.00K | Sep 30, 2025 | - | - |
| Eley Financial Management, Inc | 102.42K | Sep 30, 2025 | +1.01K | - |
| RITHOLTZ WEALTH MANAGEMENT | 101.67K | Sep 30, 2025 | +25.72K | - |
| Buckingham Strategic Partners | 99.48K | Sep 30, 2025 | -969 | - |
| Rinkey Investments | 98.89K | Sep 30, 2025 | +2.71K | - |
| HM PAYSON & CO | 97.63K | Sep 30, 2025 | +6.20K | - |
| Boltwood Capital Management | 95.80K | Sep 30, 2025 | -354 | - |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 93.42K | Sep 30, 2025 | +15.10K | - |
| Ascent Group, LLC | 91.16K | Sep 30, 2025 | -9,281 | - |
| Redhawk Wealth Advisors, Inc. | 91.14K | Sep 30, 2025 | +13.67K | - |
| Paulson Wealth Management Inc. | 89.48K | Sep 30, 2025 | +7.91K | - |
| PINNACLE FINANCIAL PARTNERS INC | 89.15K | Sep 30, 2025 | -13,081 | - |
| ARVEST INVESTMENTS, INC. | 88.95K | Sep 30, 2025 | +47.79K | - |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 84.77K | Sep 30, 2025 | +1.22K | - |
| CRITERIA CAIXA, S.A.U. | 82.00K | Sep 30, 2025 | - | - |
| MBM Wealth Consultants, LLC | 80.60K | Sep 30, 2025 | +7.69K | - |
| MILLENNIUM MANAGEMENT LLC | 80.52K | Sep 30, 2025 | +58.13K | - |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 80.45K | Sep 30, 2025 | -8,087 | - |
| Blueprint Financial Advisors LLC | 80.39K | Sep 30, 2025 | +578 | - |
| AXXCESS WEALTH MANAGEMENT, LLC | 80.20K | Sep 30, 2025 | +24.85K | - |
| First Financial Bank - Trust Division | 79.54K | Sep 30, 2025 | +1.96K | - |
| Private Advisor Group, LLC | 79.33K | Sep 30, 2025 | +6.05K | - |
| Ridgepath Capital Management LLC | 79.20K | Sep 30, 2025 | +4.81K | - |
| Keel Point, LLC | 78.51K | Sep 30, 2025 | +1.88K | - |
| Mirae Asset Global Investments Co., Ltd. | 74.49K | Sep 30, 2025 | -17,874 | - |
| Procyon Advisors, LLC | 74.07K | Sep 30, 2025 | +71.63K | - |
| MAI Capital Management | 73.78K | Sep 30, 2025 | -2,471 | - |
| Vertex Planning Partners, LLC | 73.03K | Sep 30, 2025 | +3.49K | - |
| Diversify Advisory Services, LLC | 72.74K | Sep 30, 2025 | -579 | - |
| JONES FINANCIAL COMPANIES LLLP | 69.30K | Sep 30, 2025 | +16.25K | - |
| Farther Finance Advisors, LLC | 69.03K | Sep 30, 2025 | +14.39K | - |
| Premier Path Wealth Partners, LLC | 68.81K | Sep 30, 2025 | +330 | - |
| CWM, LLC | 67.87K | Sep 30, 2025 | -2,708 | - |
| Sollinda Capital Management LLC | 67.67K | Sep 30, 2025 | +3.80K | - |
| WRAPMANAGER INC | 67.53K | Sep 30, 2025 | -10,875 | - |
| TRANSCEND CAPITAL ADVISORS, LLC | 67.32K | Sep 30, 2025 | +28.58K | - |
| Everstar Asset Management, LLC | 66.23K | Sep 30, 2025 | +5.00K | - |
| Portfolio Design Labs, LLC | 66.10K | Sep 30, 2025 | -16,810 | - |
| Stratos Wealth Advisors, LLC | 64.27K | Sep 30, 2025 | +3.18K | - |
| DAVENPORT & Co LLC | 64.23K | Sep 30, 2025 | +8.35K | - |
| Checchi Capital Advisers, LLC | 61.88K | Sep 30, 2025 | -1,831 | - |
| PROFFITT & GOODSON INC | 61.42K | Sep 30, 2025 | -1,412 | - |
| Midwest Professional Planners, LTD. | 60.91K | Sep 30, 2025 | +758 | - |
| Heck Capital Advisors, LLC | 60.25K | Sep 30, 2025 | +25.53K | - |
| JAMES INVESTMENT RESEARCH INC | 59.46K | Sep 30, 2025 | +285 | - |
| Foundry Financial Group, Inc. | 58.47K | Sep 30, 2025 | +5.48K | - |
| PROATHLETE WEALTH MANAGEMENT LLC | 57.34K | Sep 30, 2025 | +4.32K | - |
| PRUDENTIAL PLC | 57.11K | Sep 30, 2025 | -20,967 | - |
| COMERICA BANK | 56.14K | Sep 30, 2025 | -3,048 | - |
| Robertson Stephens Wealth Management, LLC | 55.73K | Sep 30, 2025 | -134,631 | - |
| CFO4Life Group, LLC | 55.52K | Sep 30, 2025 | -8,268 | - |
| TPG Financial Advisors, LLC | 55.02K | Sep 30, 2025 | +5.77K | - |
| Prospera Financial Services Inc | 54.61K | Sep 30, 2025 | +969 | - |
| Capitolis Liquid Global Markets LLC | 54.30K | Sep 30, 2025 | -108,400 | - |
| Quest Partners LLC | 54.27K | Sep 30, 2025 | +5.05K | - |
| Latko Wealth Management, Ltd. | 53.76K | Sep 30, 2025 | +3.89K | - |
| Kestra Advisory Services, LLC | 52.57K | Sep 30, 2025 | -623 | - |
| FINANCIAL MANAGEMENT NETWORK INC | 52.44K | Sep 30, 2025 | +1.46K | - |
| Concurrent Investment Advisors, LLC | 52.06K | Sep 30, 2025 | +2.65K | - |
| Trilogy Capital Inc. | 51.94K | Sep 30, 2025 | -3,653 | - |
| Coastal Bridge Advisors, LLC | 51.45K | Sep 30, 2025 | +8.90K | - |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 51.09K | Sep 30, 2025 | -770 | - |
| GREAT VALLEY ADVISOR GROUP, INC. | 51.04K | Sep 30, 2025 | -350 | - |
| EXCHANGE TRADED CONCEPTS, LLC | 50.99K | Sep 30, 2025 | -13,059 | - |
| CAMDEN NATIONAL BANK | 50.98K | Sep 30, 2025 | +3.56K | - |
| DSG Capital Advisors, LLC | 49.88K | Sep 30, 2025 | +20.84K | - |
| Great Diamond Partners, LLC | 49.81K | Sep 30, 2025 | +2.69K | - |
| Strategic Blueprint, LLC | 49.76K | Sep 30, 2025 | -963 | - |
| MFA Wealth Services | 49.66K | Sep 30, 2025 | -3,786 | - |
| RENAISSANCE TECHNOLOGIES LLC | 49.20K | Sep 30, 2025 | +7.80K | - |
| HSBC HOLDINGS PLC | 49.08K | Sep 30, 2025 | +28.32K | - |
| Clearstead Advisors, LLC | 49.02K | Sep 30, 2025 | -2,265 | - |
| Tennessee Valley Asset Management Partners | 48.88K | Sep 30, 2025 | -100 | - |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 47.94K | Sep 30, 2025 | -392 | - |
| COMMUNITY TRUST & INVESTMENT CO | 47.69K | Sep 30, 2025 | +1.62K | - |
| AMG National Trust Bank | 47.57K | Sep 30, 2025 | +812 | - |
| Spartan Planning & Wealth Management | 46.53K | Sep 30, 2025 | +16.92K | - |
| Rehmann Capital Advisory Group | 46.52K | Sep 30, 2025 | +4.13K | - |
| Lake Hills Wealth Management, LLC | 46.43K | Sep 30, 2025 | +1.31K | - |
| UNIQUE WEALTH, LLC | 45.82K | Sep 30, 2025 | +7.14K | - |
| Darwin Wealth Management, LLC | 45.66K | Sep 30, 2025 | +1.04K | - |
| Atria Investments, Inc | 45.04K | Sep 30, 2025 | -22,689 | - |
| JPL Wealth Management, LLC | 44.82K | Sep 30, 2025 | +1.98K | - |
| Integrated Wealth Concepts LLC | 43.98K | Sep 30, 2025 | +35.53K | - |
| 1 NORTH WEALTH SERVICES LLC | 43.83K | Sep 30, 2025 | -218 | - |
| Whalen Wealth Management Inc. | 43.82K | Sep 30, 2025 | +19.58K | - |
| Advisory Services Network, LLC | 43.82K | Sep 30, 2025 | -8,659 | - |
| Dynamic Advisor Solutions LLC | 43.50K | Sep 30, 2025 | +3.06K | - |
| CI Private Wealth, LLC | 43.35K | Sep 30, 2025 | -5,045 | - |
| Values First Advisors, Inc. | 43.22K | Sep 30, 2025 | +1.20K | - |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 42.93K | Sep 30, 2025 | +4.71K | - |
| PINNACLE ASSOCIATES LTD | 41.99K | Sep 30, 2025 | +817 | - |
| 4J Wealth Management LLC | 41.95K | Sep 30, 2025 | +7.75K | - |
| Monument Capital Management | 41.32K | Sep 30, 2025 | -221 | - |
| D.A. DAVIDSON & CO. | 40.83K | Sep 30, 2025 | -1,003 | - |
| CITIGROUP INC | 40.34K | Sep 30, 2025 | -36,230 | - |
| Edge Wealth Management LLC | 40.23K | Sep 30, 2025 | +20 | - |
| SEMITAM BONAM LLC | 39.50K | Sep 30, 2025 | +1.04K | - |
| BARCLAYS PLC | 39.35K | Sep 30, 2025 | -61,006 | - |
| TIAA TRUST, NATIONAL ASSOCIATION | 39.11K | Sep 30, 2025 | +4.22K | - |
| Christensen, King & Associates Investment Services, Inc. | 38.89K | Sep 30, 2025 | -1,855 | - |
| Forefront Wealth Partners, LLC | 38.81K | Sep 30, 2025 | +38.81K | - |
| Steward Partners Investment Advisory, LLC | 38.34K | Sep 30, 2025 | +22.59K | - |
| Blue Fin Capital, Inc. | 38.30K | Sep 30, 2025 | +1.02K | - |
| Acropolis Investment Management, LLC | 38.26K | Sep 30, 2025 | +1.61K | - |
| Cascade Financial Partners, LLC | 37.61K | Sep 30, 2025 | +2.77K | - |
| Madison Asset Management, LLC | 37.34K | Sep 30, 2025 | +555 | - |
| NATIONAL BANK OF CANADA /FI/ | 36.93K | Sep 30, 2025 | -65,552 | - |
| J.W. COLE ADVISORS, INC. | 36.50K | Sep 30, 2025 | +2.04K | - |
| Pinnacle Wealth Management Advisory Group, LLC | 36.46K | Sep 30, 2025 | +795 | - |
| Gladwyn Financial Advisors, Inc. | 36.39K | Sep 30, 2025 | +1.84K | - |
| Quadrature Capital Ltd | 35.82K | Sep 30, 2025 | +35.82K | - |
| SHELTON WEALTH MANAGEMENT, LLC | 35.73K | Sep 30, 2025 | +929 | - |
| Opus Capital Group, LLC | 35.64K | Sep 30, 2025 | -1,826 | - |
| Atomi Financial Group, Inc. | 34.61K | Sep 30, 2025 | +3.47K | - |
| Center For Asset Management LLC | 34.58K | Sep 30, 2025 | +6.66K | - |
| Royal Harbor Partners, LLC | 34.07K | Sep 30, 2025 | +672 | - |
| DOCK STREET ASSET MANAGEMENT INC | 33.69K | Sep 30, 2025 | -3,962 | - |
| Verdence Capital Advisors LLC | 33.30K | Sep 30, 2025 | +33.30K | - |
| Newport Capital Group, LLC | 33.22K | Sep 30, 2025 | -170 | - |
| BECKER CAPITAL MANAGEMENT INC | 32.88K | Sep 30, 2025 | +2.35K | - |
| InTrack Investment Management Inc | 32.77K | Sep 30, 2025 | +8.15K | - |
| Longview Financial Advisors LLC | 31.93K | Sep 30, 2025 | - | - |
| Edgestream Partners, L.P. | 31.78K | Sep 30, 2025 | +28.65K | - |
| NorthCrest Asset Manangement, LLC | 31.00K | Sep 30, 2025 | -2,167 | - |
| Beaumont Capital Management, LLC | 30.99K | Sep 30, 2025 | +220 | - |
| Cascades Capital Asset Management, LLC | 30.92K | Sep 30, 2025 | +4.05K | - |
| Perigon Wealth Management, LLC | 30.85K | Sep 30, 2025 | -2,086 | - |
| IHT Wealth Management, LLC | 30.59K | Sep 30, 2025 | +7.69K | - |
| PFG Advisors | 30.59K | Sep 30, 2025 | +30.59K | - |
| Magnus Financial Group LLC | 30.11K | Sep 30, 2025 | +702 | - |
| Vision Capital Management, Inc. | 30.01K | Sep 30, 2025 | -335 | - |
| MAS Advisors LLC | 29.93K | Sep 30, 2025 | -7,820 | - |
| International Private Wealth Advisors LLC | 29.58K | Sep 30, 2025 | +19.88K | - |
| William Howard & Co Financial Advisors Inc | 29.14K | Sep 30, 2025 | +12 | - |
| Global Retirement Partners, LLC | 28.83K | Sep 30, 2025 | +4.94K | - |
| THRIVENT FINANCIAL FOR LUTHERANS | 28.24K | Sep 30, 2025 | +28.24K | - |
| SYNOVUS FINANCIAL CORP | 28.08K | Sep 30, 2025 | +6.94K | - |
| SYKON CAPITAL LLC | 27.99K | Sep 30, 2025 | -3,931 | - |
| Geneos Wealth Management Inc. | 27.69K | Sep 30, 2025 | +2.35K | - |
| IFP Advisors, Inc | 26.41K | Sep 30, 2025 | +1.52K | - |
| ETF Store, Inc. | 26.34K | Sep 30, 2025 | +2.19K | - |
| Fortune Financial Advisors, LLC | 26.33K | Sep 30, 2025 | -34 | - |
| Eaton Financial Holdings Company, LLC | 26.27K | Sep 30, 2025 | +23.03K | - |
| Maltin Wealth Management, Inc. | 26.01K | Sep 30, 2025 | +1.05K | - |
| Tranquilli Financial Advisor LLC | 25.83K | Sep 30, 2025 | +3.26K | - |
| CreativeOne Wealth, LLC | 25.77K | Sep 30, 2025 | -5,887 | - |
| Cyndeo Wealth Partners, LLC | 25.62K | Sep 30, 2025 | +1.37K | - |
| Centennial Wealth Advisory LLC | 25.48K | Sep 30, 2025 | +855 | - |
| EFG Asset Management (Americas) Corp. | 25.23K | Sep 30, 2025 | -454 | - |
| Envestnet Portfolio Solutions, Inc. | 25.12K | Sep 30, 2025 | -13,052 | - |
| MERCER GLOBAL ADVISORS INC /ADV | 25.07K | Sep 30, 2025 | +3.30K | - |
| Trajan Wealth LLC | 23.80K | Sep 30, 2025 | -2,147 | - |
| RETIREMENT CAPITAL STRATEGIES | 23.72K | Sep 30, 2025 | -251 | - |
| Capital Investment Advisory Services, LLC | 23.48K | Sep 30, 2025 | +848 | - |
| Bright Futures Wealth Management, LLC. | 23.44K | Sep 30, 2025 | +23.44K | - |
| CPR Investments Inc. | 23.00K | Sep 30, 2025 | +4.38K | - |
| Mount Lucas Management LP | 22.95K | Sep 30, 2025 | -16,803 | - |
| Capital Investment Counsel, LLC | 22.92K | Sep 30, 2025 | -5,278 | - |
| ENTREWEALTH, LLC | 22.81K | Sep 30, 2025 | +3.76K | - |
| FIFTH THIRD BANCORP | 22.66K | Sep 30, 2025 | +3.27K | - |
| Robinson Value Management, Ltd. | 22.30K | Sep 30, 2025 | +928 | - |
| Waterloo Capital, L.P. | 22.27K | Sep 30, 2025 | +6.87K | - |
| MGO ONE SEVEN LLC | 21.82K | Sep 30, 2025 | +1.59K | - |
| Visionary Wealth Advisors | 21.75K | Sep 30, 2025 | -5,131 | - |
| One Day In July LLC | 21.52K | Sep 30, 2025 | -1,013 | - |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 21.23K | Sep 30, 2025 | -247 | - |
| Chesley Taft & Associates LLC | 20.73K | Sep 30, 2025 | +1.33K | - |
| Vernal Point Advisors, LLC | 20.71K | Sep 30, 2025 | - | - |
| Delap Wealth Advisory, LLC | 20.55K | Sep 30, 2025 | -1,831 | - |
| BURKE & HERBERT BANK & TRUST CO | 20.45K | Sep 30, 2025 | -35 | - |
| Global Endowment Management, LP | 20.00K | Sep 30, 2025 | - | - |
| Y.D. More Investments Ltd | 19.75K | Sep 30, 2025 | -18,674 | - |
| Sequent Planning LLC | 19.65K | Sep 30, 2025 | -19,634 | - |
| OPPENHEIMER ASSET MANAGEMENT INC. | 19.50K | Sep 30, 2025 | -458 | - |
| Endowment Wealth Management, Inc. | 19.43K | Sep 30, 2025 | +4.45K | - |
| Hilltop Holdings Inc. | 19.30K | Sep 30, 2025 | +1.01K | - |
| Crabel Capital Management, LLC | 19.25K | Sep 30, 2025 | -29,899 | - |
| CONNING INC. | 19.24K | Sep 30, 2025 | - | - |
| Veridan Wealth LLC | 19.03K | Sep 30, 2025 | +19.03K | - |
| REGATTA CAPITAL GROUP, LLC | 18.71K | Sep 30, 2025 | +731 | - |
| STEPHENS INC /AR/ | 18.64K | Sep 30, 2025 | +1.41K | - |
| MFA WEALTH ADVISORS, LLC | 18.42K | Sep 30, 2025 | +1.43K | - |
| Concord Wealth Partners | 18.40K | Sep 30, 2025 | +984 | - |
| FIDUCIARY TRUST CO | 18.33K | Sep 30, 2025 | -2,624 | - |
| Resonant Capital Advisors, LLC | 18.23K | Sep 30, 2025 | - | - |
| Federation des caisses Desjardins du Quebec | 18.13K | Sep 30, 2025 | +1.23K | - |
| Betterment LLC | 17.75K | Sep 30, 2025 | +10.25K | - |
| BNP PARIBAS | 17.62K | Sep 30, 2025 | +479 | - |
| Equitable Holdings, Inc. | 17.52K | Sep 30, 2025 | +2.88K | - |
| RKL Wealth Management LLC | 17.46K | Sep 30, 2025 | -285 | - |
| Headlands Technologies LLC | 17.45K | Sep 30, 2025 | +15.22K | - |
| Paragon Capital Management Ltd | 17.07K | Sep 30, 2025 | - | - |
| Freestone Capital Holdings, LLC | 16.93K | Sep 30, 2025 | +16.93K | - |
| Legacy Private Trust Co. | 16.87K | Sep 30, 2025 | - | - |
| ATWOOD & PALMER INC | 16.81K | Sep 30, 2025 | -212 | - |
| Sowell Financial Services LLC | 16.70K | Sep 30, 2025 | -1,609 | - |
| WARNER FINANCIAL, INC | 16.66K | Sep 30, 2025 | +3.02K | - |
| MASSMUTUAL TRUST CO FSB/ADV | 16.50K | Sep 30, 2025 | +313 | - |
| Twele Capital Management, Inc. | 16.21K | Sep 30, 2025 | +24 | - |
| Allworth Financial LP | 15.81K | Sep 30, 2025 | -1,088 | - |
| MY Wealth Management Inc. | 15.80K | Sep 30, 2025 | +186 | - |
| AUA CAPITAL MANAGEMENT, LLC | 15.79K | Sep 30, 2025 | -43 | - |
| Silverleafe Capital Partners, LLC | 15.65K | Sep 30, 2025 | -254 | - |
| Pensionmark Financial Group, LLC | 15.62K | Sep 30, 2025 | +1.60K | - |
| Permanens Capital L.P. | 15.60K | Sep 30, 2025 | +15.60K | - |
| Eagle Strategies LLC | 15.49K | Sep 30, 2025 | +2.11K | - |
| WNY Asset Management, LLC | 15.47K | Sep 30, 2025 | +8 | - |
| SIMPLEX TRADING, LLC | 15.40K | Sep 30, 2025 | -14,739 | - |
| Stratos Wealth Partners, LTD. | 15.37K | Sep 30, 2025 | +4.00K | - |
| Cresset Asset Management, LLC | 15.14K | Sep 30, 2025 | -1,425 | - |
| Jacobi Capital Management LLC | 14.92K | Sep 30, 2025 | +2.23K | - |
| REGIONS FINANCIAL CORP | 14.89K | Sep 30, 2025 | -6,988 | - |
| Kingsview Wealth Management, LLC | 14.74K | Sep 30, 2025 | -13,792 | - |
| MONEY CONCEPTS CAPITAL CORP | 14.72K | Sep 30, 2025 | +26 | - |
| BRIAN LOW FINANCIAL GROUP, LLC | 14.67K | Sep 30, 2025 | -602 | - |
| Verger Capital Management LLC | 14.36K | Sep 30, 2025 | -705 | - |
| SFG Wealth Management, LLC. | 14.35K | Sep 30, 2025 | -3,400 | - |
| Spire Wealth Management | 13.69K | Sep 30, 2025 | -305 | - |
| CARY STREET PARTNERS FINANCIAL LLC | 13.69K | Sep 30, 2025 | +817 | - |
| Wealth Advisory Solutions, LLC | 13.61K | Sep 30, 2025 | -421 | - |
| BANK HAPOALIM BM | 13.57K | Sep 30, 2025 | +51 | - |
| Penobscot Investment Management Company, Inc. | 13.55K | Sep 30, 2025 | +200 | - |
| Cartesian Growth Corp | 13.46K | Sep 30, 2025 | -553 | - |
| E&G Advisors, LP | 13.44K | Sep 30, 2025 | - | - |
| TFB Advisors LLC | 13.31K | Sep 30, 2025 | -1,208 | - |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.21K | Sep 30, 2025 | +2.50K | - |
| Golden State Equity Partners | 13.03K | Sep 30, 2025 | +157 | - |
| Generation Capital Management LLC | 12.92K | Sep 30, 2025 | -298 | - |
| Bryn Mawr Capital Management, LLC | 12.79K | Sep 30, 2025 | -1,009 | - |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 12.64K | Sep 30, 2025 | +110 | - |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12.59K | Sep 30, 2025 | +230 | - |
| Aptus Capital Advisors, LLC | 12.53K | Sep 30, 2025 | -3,684 | - |
| HCR Wealth Advisors | 12.41K | Sep 30, 2025 | +2.10K | - |
| COMMERCE BANK | 12.41K | Sep 30, 2025 | +113 | - |
| DAYMARK WEALTH PARTNERS, LLC | 12.21K | Sep 30, 2025 | +2.96K | - |
| SevenBridge Financial Group, LLC | 12.12K | Sep 30, 2025 | -3,755 | - |
| JDM Financial Group LLC | 12.04K | Sep 30, 2025 | +12.04K | - |
| Wealthfront Advisers LLC | 11.98K | Sep 30, 2025 | -345 | - |
| SFMG, LLC | 11.79K | Sep 30, 2025 | -897 | - |
| NWAM LLC | 11.69K | Sep 30, 2025 | +7 | - |
| Pathstone Holdings, LLC | 11.62K | Sep 30, 2025 | +845 | - |
| PARK AVENUE SECURITIES LLC | 11.37K | Sep 30, 2025 | +1.84K | - |
| Compagnie Lombard Odier SCmA | 11.36K | Sep 30, 2025 | +1.35K | - |
| Voya Financial Advisors, Inc. | 11.25K | Sep 30, 2025 | +2.65K | - |
| CHOREO, LLC | 11.17K | Sep 30, 2025 | +4.72K | - |
| Motiv8 Investments LLC | 10.97K | Sep 30, 2025 | +2.60K | - |
| Cannon Advisors, Inc. | 10.57K | Sep 30, 2025 | -783 | - |
| Columbus Macro, LLC | 10.38K | Sep 30, 2025 | -237 | - |
| WHITTIER TRUST CO | 10.24K | Sep 30, 2025 | -7,630 | - |
| Global View Capital Management LLC | 10.23K | Sep 30, 2025 | +10.23K | - |
| Maridea Wealth Management LLC | 10.14K | Sep 30, 2025 | +3.64K | - |
| Snowden Capital Advisors LLC | 10.05K | Sep 30, 2025 | +2.28K | - |
| IFG Advisory, LLC | 10.03K | Sep 30, 2025 | +2.10K | - |
| Martin Capital Partners, LLC | 9.93K | Sep 30, 2025 | -860 | - |
| Brookstone Capital Management | 9.72K | Sep 30, 2025 | -606 | - |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 9.68K | Sep 30, 2025 | +7.06K | - |
| TD Waterhouse Canada Inc. | 9.35K | Sep 30, 2025 | +4.54K | - |
| BayBridge Capital Group, LLC | 9.24K | Sep 30, 2025 | +9.24K | - |
| Turim 21 Investimentos Ltda. | 9.21K | Sep 30, 2025 | -22,445 | - |
| Bangor Savings Bank | 9.21K | Sep 30, 2025 | -1,167 | - |
| GeoWealth Management, LLC | 8.96K | Sep 30, 2025 | +740 | - |
| COUNTRY CLUB BANK /GFN | 8.82K | Sep 30, 2025 | +443 | - |
| FLP Wealth Management, LLC | 8.81K | Sep 30, 2025 | -372 | - |
| Summit Wealth Partners, LLC | 8.72K | Sep 30, 2025 | +1.24K | - |
| Meridian Wealth Management, LLC | 8.70K | Sep 30, 2025 | -6,051 | - |
| Strathmore Capital Advisors, Inc. | 8.65K | Sep 30, 2025 | -330 | - |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 8.64K | Sep 30, 2025 | +382 | - |
| Montecito Bank & Trust | 8.63K | Sep 30, 2025 | +8.63K | - |
| Summa Corp. | 8.62K | Sep 30, 2025 | +831 | - |
| Emprise Bank | 8.49K | Sep 30, 2025 | - | - |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8.45K | Sep 30, 2025 | +744 | - |
| Krilogy Financial LLC | 8.44K | Sep 30, 2025 | +8.44K | - |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 8.40K | Sep 30, 2025 | +233 | - |
| HORAN Wealth, LLC | 8.32K | Sep 30, 2025 | +8.32K | - |
| CogentBlue Wealth Advisors, LLC | 8.32K | Sep 30, 2025 | -404 | - |
| Crestwood Advisors Group LLC | 8.29K | Sep 30, 2025 | -228 | - |
| BOKF, NA | 8.28K | Sep 30, 2025 | - | - |
| Parker Financial LLC | 8.19K | Sep 30, 2025 | -102 | - |
| MorganRosel Wealth Management, LLC | 8.16K | Sep 30, 2025 | +329 | - |
| Park Edge Advisors, LLC | 8.10K | Sep 30, 2025 | +5.10K | - |
| Camarda Financial Advisors, LLC | 8.06K | Sep 30, 2025 | +218 | - |
| GenWealth Group, Inc. | 8.03K | Sep 30, 2025 | -27 | - |
| LAZARD ASSET MANAGEMENT LLC | 8.03K | Sep 30, 2025 | - | - |
| ORG Partners LLC | 7.99K | Sep 30, 2025 | +71 | - |
| Simplicity Wealth,LLC | 7.91K | Sep 30, 2025 | -3,157 | - |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.87K | Sep 30, 2025 | +61 | - |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 7.85K | Sep 30, 2025 | -57 | - |
| Merit Financial Group, LLC | 7.84K | Sep 30, 2025 | -2,303 | - |
| Western Wealth Management, LLC | 7.80K | Sep 30, 2025 | +6.11K | - |
| ABLE Financial Group, LLC | 7.67K | Sep 30, 2025 | +432 | - |
| Elevated Capital Advisors, LLC | 7.62K | Sep 30, 2025 | -173 | - |
| F/M Investments LLC | 7.61K | Sep 30, 2025 | - | - |
| MMBG INVESTMENT ADVISORS CO. | 7.57K | Sep 30, 2025 | +2.88K | - |
| Timber Creek Capital Management LLC | 7.53K | Sep 30, 2025 | -75 | - |
| Oak Grove Capital LLC | 7.50K | Sep 30, 2025 | +7.50K | - |
| Phil A. Younker & Associates, Ltd. | 7.50K | Sep 30, 2025 | - | - |
| Modern Wealth Management, LLC | 7.45K | Sep 30, 2025 | -19,173 | - |
| StoneX Group Inc. | 7.39K | Sep 30, 2025 | +416 | - |
| Jaffetilchin Investment Partners, LLC | 7.37K | Sep 30, 2025 | +40 | - |
| Avidian Wealth Solutions, LLC | 7.35K | Sep 30, 2025 | -12 | - |
| Upper Left Wealth Management, LLC | 7.24K | Sep 30, 2025 | -67 | - |
| IMA Wealth, Inc. | 7.23K | Sep 30, 2025 | - | - |
| Apella Capital, LLC | 7.23K | Sep 30, 2025 | -4,041 | - |
| Arete Wealth Advisors, LLC | 7.21K | Sep 30, 2025 | +528 | - |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 7.19K | Sep 30, 2025 | +7.19K | - |
| Regal Investment Advisors LLC | 7.10K | Sep 30, 2025 | -432 | - |
| PEOPLES BANK /OH | 7.07K | Sep 30, 2025 | - | - |
| Fisher Asset Management, LLC | 7.00K | Sep 30, 2025 | +7.00K | - |
| ROCKLAND TRUST CO | 6.80K | Sep 30, 2025 | -2 | - |
| Vontobel Holding Ltd. | 6.79K | Sep 30, 2025 | -2,350 | - |
| OPTIMA CAPITAL LLC | 6.75K | Sep 30, 2025 | -218 | - |
| Stonebridge Financial Group, LLC | 6.63K | Sep 30, 2025 | +24 | - |
| PRINCIPAL SECURITIES, INC. | 6.63K | Sep 30, 2025 | +1.25K | - |
| RFG Advisory, LLC | 6.59K | Sep 30, 2025 | +3.57K | - |
| Qube Research & Technologies Ltd | 6.55K | Sep 30, 2025 | +6.55K | - |
| Summit Financial, LLC | 6.46K | Sep 30, 2025 | +1.89K | - |
| Israel Discount Bank of New York | 6.40K | Sep 30, 2025 | +2.49K | - |
| Peak Asset Management, LLC | 6.32K | Sep 30, 2025 | -67 | - |
| Fiduciary Alliance LLC | 6.32K | Sep 30, 2025 | +332 | - |
| PRIVATE TRUST CO NA | 6.31K | Sep 30, 2025 | +1.84K | - |
| Koa Wealth Management, LLC | 6.25K | Sep 30, 2025 | +6.25K | - |
| Valmark Advisers, Inc. | 6.22K | Sep 30, 2025 | +243 | - |
| RETIREMENT INCOME SOLUTIONS, INC | 6.20K | Sep 30, 2025 | - | - |
| Fairvoy Private Wealth, LLC | 6.14K | Sep 30, 2025 | -96 | - |
| PACIFIC FINANCIAL GROUP INC | 6.13K | Sep 30, 2025 | +206 | - |
| XTX Topco Ltd | 6.00K | Sep 30, 2025 | +6.00K | - |
| Eldridge Investment Advisors, Inc. | 5.95K | Sep 30, 2025 | +5.95K | - |
| Royal Fund Management, LLC | 5.92K | Sep 30, 2025 | -6,226 | - |
| Mutual Advisors, LLC | 5.86K | Sep 30, 2025 | +6 | - |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 5.83K | Sep 30, 2025 | +1.15K | - |
| Apollon Wealth Management, LLC | 5.76K | Sep 30, 2025 | +182 | - |
| IEQ CAPITAL, LLC | 5.76K | Sep 30, 2025 | +151 | - |
| Stelac Advisory Services LLC | 5.76K | Sep 30, 2025 | -425 | - |
| J. Safra Sarasin Holding AG | 5.68K | Sep 30, 2025 | +2.38K | - |
| EverSource Wealth Advisors, LLC | 5.60K | Sep 30, 2025 | +3 | - |
| BANQUE PICTET & CIE SA | 5.57K | Sep 30, 2025 | - | - |
| Hudson Portfolio Management LLC | 5.51K | Sep 30, 2025 | -1,850 | - |
| Charles Schwab Trust Co | 5.49K | Sep 30, 2025 | -15 | - |
| IAMS WEALTH MANAGEMENT, LLC | 5.44K | Sep 30, 2025 | +413 | - |
| ARGUS INVESTORS' COUNSEL, INC. | 5.42K | Sep 30, 2025 | +157 | - |
| Argyle Capital Partners, LLC | 5.36K | Sep 30, 2025 | +635 | - |
| SILVER OAK SECURITIES, INCORPORATED | 5.34K | Sep 30, 2025 | -1,126 | - |
| Core Wealth Partners LLC | 5.32K | Sep 30, 2025 | -2,878 | - |
| Noble Family Wealth, LLC | 5.31K | Sep 30, 2025 | - | - |
| Savant Capital, LLC | 5.30K | Sep 30, 2025 | +5.30K | - |
| BLAIR WILLIAM & CO/IL | 5.17K | Sep 30, 2025 | +65 | - |
| Midwest Trust Co | 5.08K | Sep 30, 2025 | +891 | - |
| Ethos Financial Group, LLC | 5.06K | Sep 30, 2025 | -75 | - |
| Cornerstone Wealth Group, LLC | 5.03K | Sep 30, 2025 | -285 | - |
| CVA Family Office, LLC | 4.97K | Sep 30, 2025 | +199 | - |
| Blue Edge Capital, LLC | 4.93K | Sep 30, 2025 | -83 | - |
| Forefront Analytics, LLC | 4.90K | Sep 30, 2025 | -215 | - |
| Cadence Bank | 4.86K | Sep 30, 2025 | - | - |
| Sequoia Financial Advisors, LLC | 4.85K | Sep 30, 2025 | -564 | - |
| Badgley Phelps Wealth Managers, LLC | 4.83K | Sep 30, 2025 | - | - |
| Argent Advisors, Inc. | 4.82K | Sep 30, 2025 | +232 | - |
| Caprock Group, LLC | 4.77K | Sep 30, 2025 | +4.77K | - |
| CIBC WORLD MARKET INC. | 4.73K | Sep 30, 2025 | +2.02K | - |
| Bigelow Investment Advisors, LLC | 4.73K | Sep 30, 2025 | +335 | - |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4.71K | Sep 30, 2025 | +1.64K | - |
| BSW Wealth Partners | 4.70K | Sep 30, 2025 | - | - |
| Bulltick Wealth Management, LLC | 4.70K | Sep 30, 2025 | +863 | - |
| Kestra Investment Management, LLC | 4.68K | Sep 30, 2025 | +1.57K | - |
| Financial Services Advisory Inc | 4.59K | Sep 30, 2025 | -73 | - |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 4.54K | Sep 30, 2025 | - | - |
| Ambassador Advisors, LLC | 4.52K | Sep 30, 2025 | -2,793 | - |
| RMR Wealth Builders | 4.50K | Sep 30, 2025 | - | - |
| Fortis Group Advisors, LLC | 4.47K | Sep 30, 2025 | -795 | - |
| NORTHWEST WEALTH MANAGEMENT, LLC | 4.38K | Sep 30, 2025 | -458 | - |
| Southeast Asset Advisors Inc. | 4.37K | Sep 30, 2025 | +38 | - |
| Obsido Oy | 4.34K | Sep 30, 2025 | - | - |
| PFG Investments, LLC | 4.31K | Sep 30, 2025 | -58 | - |
| DEUTSCHE BANK AG\ | 4.29K | Sep 30, 2025 | - | - |
| Coppell Advisory Solutions LLC | 4.29K | Sep 30, 2025 | +2.27K | - |
| Arkadios Wealth Advisors | 4.26K | Sep 30, 2025 | -467 | - |
| KELLY FINANCIAL GROUP LLC | 4.24K | Sep 30, 2025 | -652 | - |
| WEST PACES ADVISORS INC. | 4.24K | Sep 30, 2025 | +650 | - |
| Crewe Advisors LLC | 4.20K | Sep 30, 2025 | +4.20K | - |
| INSIGNEO ADVISORY SERVICES, LLC | 4.20K | Sep 30, 2025 | +453 | - |
| CHANNEL WEALTH LLC | 4.18K | Sep 30, 2025 | +96 | - |
| Omega Financial Group, LLC | 4.18K | Sep 30, 2025 | +96 | - |
| CAMBIAR INVESTORS LLC | 4.14K | Sep 30, 2025 | - | - |
| Kathleen S. Wright Associates Inc. | 4.05K | Sep 30, 2025 | +50 | - |
| Element Wealth, LLC | 4.04K | Sep 30, 2025 | -400 | - |
| Walkner Condon Financial Advisors LLC | 4.00K | Sep 30, 2025 | +40 | - |
| Patten Group, Inc. | 3.99K | Sep 30, 2025 | +251 | - |
| FIRST UNITED BANK & TRUST | 3.89K | Sep 30, 2025 | -635 | - |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.89K | Sep 30, 2025 | - | - |
| High Probability Advisors, LLC | 3.88K | Sep 30, 2025 | - | - |
| Welch Group, LLC | 3.87K | Sep 30, 2025 | +3.87K | - |
| STOCK YARDS BANK & TRUST CO | 3.81K | Sep 30, 2025 | -965 | - |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 3.80K | Sep 30, 2025 | -35 | - |
| HARBOUR INVESTMENTS, INC. | 3.80K | Sep 30, 2025 | -46,209 | - |
| Greenspring Advisors, LLC | 3.79K | Sep 30, 2025 | +3.79K | - |
| NDWM LLC | 3.75K | Sep 30, 2025 | +245 | - |
| Ausdal Financial Partners, Inc. | 3.74K | Sep 30, 2025 | +3.74K | - |
| Prime Capital Investment Advisors, LLC | 3.69K | Sep 30, 2025 | -2,129 | - |
| ARKANSAS FINANCIAL GROUP, INC. | 3.66K | Sep 30, 2025 | +1.70K | - |
| Miracle Mile Advisors, LLC | 3.66K | Sep 30, 2025 | +3.66K | - |
| D L CARLSON INVESTMENT GROUP INC | 3.53K | Sep 30, 2025 | -16,342 | - |
| Stanley-Laman Group, Ltd. | 3.53K | Sep 30, 2025 | -197 | - |
| Wealthspire Advisors, LLC | 3.51K | Sep 30, 2025 | - | - |
| CALDWELL SUTTER CAPITAL, INC. | 3.45K | Sep 30, 2025 | +407 | - |
| Riggs Asset Managment Co. Inc. | 3.42K | Sep 30, 2025 | -13,743 | - |
| Belpointe Asset Management LLC | 3.40K | Sep 30, 2025 | -156 | - |
| NBT BANK N A /NY | 3.35K | Sep 30, 2025 | - | - |
| Main Street Financial Solutions, LLC | 3.27K | Sep 30, 2025 | -24,966 | - |
| FORTE ASSET MANAGEMENT LLC | 3.25K | Sep 30, 2025 | - | - |
| Alhambra Investment Partners LLC | 3.25K | Sep 30, 2025 | +23 | - |
| Aries Wealth Management | 3.24K | Sep 30, 2025 | - | - |
| Phoenix Holdings Ltd. | 3.22K | Sep 30, 2025 | - | - |
| Lowe Wealth Advisors, LLC | 3.19K | Sep 30, 2025 | +76 | - |
| TSFG, LLC | 3.15K | Sep 30, 2025 | -151 | - |
| STABLEFORD CAPITAL II LLC | 3.10K | Sep 30, 2025 | +3.10K | - |
| WestHill Financial Advisors, Inc. | 3.10K | Sep 30, 2025 | +45 | - |
| WBH ADVISORY INC | 3.10K | Sep 30, 2025 | - | - |
| ARRIEN INVESTMENTS, INC. | 3.09K | Sep 30, 2025 | -345 | - |
| Schoolcraft Capital LLC | 3.09K | Sep 30, 2025 | -736 | - |
| Genesis Wealth Advisors, LLC | 3.08K | Sep 30, 2025 | - | - |
| BRYN MAWR TRUST Co | 3.07K | Sep 30, 2025 | -1,763 | - |
| VISTA CAPITAL PARTNERS, INC. | 3.06K | Sep 30, 2025 | -13 | - |
| Members Trust Co | 3.01K | Sep 30, 2025 | -326 | - |
| Mechanics Bank Trust Department | 3.00K | Sep 30, 2025 | -2,200 | - |
| JMG Financial Group, Ltd. | 3.00K | Sep 30, 2025 | - | - |
| Goldstone Financial Group, LLC | 2.99K | Sep 30, 2025 | +649 | - |
| POTOMAC FUND MANAGEMENT INC /ADV | 2.96K | Sep 30, 2025 | +52 | - |
| Foster Group, Inc. | 2.95K | Sep 30, 2025 | +26 | - |
| PETRA FINANCIAL ADVISORS INC | 2.95K | Sep 30, 2025 | +8 | - |
| NAPA WEALTH MANAGEMENT | 2.89K | Sep 30, 2025 | -117 | - |
| JGP Wealth Management, LLC | 2.86K | Sep 30, 2025 | -384 | - |
| Principle Wealth Partners LLC | 2.84K | Sep 30, 2025 | - | - |
| First Heartland Consultants, Inc. | 2.79K | Sep 30, 2025 | -143 | - |
| SFI Advisors, LLC | 2.76K | Sep 30, 2025 | +2.76K | - |
| MOSAIC FINANCIAL GROUP, LLC | 2.75K | Sep 30, 2025 | +2.75K | - |
| Unconventional Investor, LLC | 2.74K | Sep 30, 2025 | +3 | - |
| BFSG, LLC | 2.71K | Sep 30, 2025 | -10 | - |
| Rossby Financial, LCC | 2.70K | Sep 30, 2025 | +229 | - |
| WEST MICHIGAN ADVISORS, LLC | 2.68K | Sep 30, 2025 | +2.68K | - |
| Enclave Advisors LLC | 2.66K | Sep 30, 2025 | +2.66K | - |
| Prosperity Financial Group, Inc. | 2.66K | Sep 30, 2025 | +240 | - |
| Dana Investment Advisors, Inc. | 2.66K | Sep 30, 2025 | +645 | - |
| FIDUCIENT ADVISORS LLC | 2.63K | Sep 30, 2025 | - | - |
| Capstone Wealth Management, LLC | 2.61K | Sep 30, 2025 | +2.61K | - |
| Value Partners Investments Inc. | 2.60K | Sep 30, 2025 | - | - |
| Union Bancaire Privee, UBP SA | 2.59K | Sep 30, 2025 | +1.87K | - |
| Busey Wealth Management | 2.59K | Sep 30, 2025 | - | - |
| Pasadena Private Wealth, LLC | 2.52K | Sep 30, 2025 | - | - |
| HALLMARK CAPITAL MANAGEMENT INC | 2.52K | Sep 30, 2025 | -145 | - |
| Dunhill Financial, LLC | 2.50K | Sep 30, 2025 | +2.37K | - |
| CacheTech Inc. | 2.42K | Sep 30, 2025 | +22 | - |
| Adams Wealth Management | 2.42K | Sep 30, 2025 | +22 | - |
| Advance Capital Management, Inc. | 2.41K | Sep 30, 2025 | - | - |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2.37K | Sep 30, 2025 | +80 | - |
| United Asset Strategies, Inc. | 2.37K | Sep 30, 2025 | +251 | - |
| Sather Financial Group Inc | 2.36K | Sep 30, 2025 | +2.36K | - |
| Gateway Wealth Partners, LLC | 2.35K | Sep 30, 2025 | +99 | - |
| Duncan Williams Asset Management, LLC | 2.33K | Sep 30, 2025 | - | - |
| Chemistry Wealth Management LLC | 2.32K | Sep 30, 2025 | - | - |
| Frederick Financial Consultants, LLC | 2.32K | Sep 30, 2025 | +10 | - |
| CALTON & ASSOCIATES, INC. | 2.30K | Sep 30, 2025 | +7 | - |
| MATHER GROUP, LLC. | 2.30K | Sep 30, 2025 | -127 | - |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2.29K | Sep 30, 2025 | - | - |
| Westfuller Advisors, LLC | 2.28K | Sep 30, 2025 | +20 | - |
| ALESCO ADVISORS LLC | 2.28K | Sep 30, 2025 | -120 | - |
| Brightwater Advisory LLC | 2.27K | Sep 30, 2025 | +7 | - |
| Capital Advisors Wealth Management, LLC | 2.20K | Sep 30, 2025 | +2.20K | - |
| GTS SECURITIES LLC | 2.19K | Sep 30, 2025 | -22,286 | - |
| Accurate Wealth Management, LLC | 2.18K | Sep 30, 2025 | +2.18K | - |
| SouthState Corp | 2.17K | Sep 30, 2025 | -30 | - |
| SSA SWISS ADVISORS AG | 2.15K | Sep 30, 2025 | - | - |
| Root Financial Partners, LLC | 2.13K | Sep 30, 2025 | -1 | - |
| VisionPoint Advisory Group, LLC | 2.13K | Sep 30, 2025 | +2.13K | - |
| Perennial Investment Advisors, LLC | 2.13K | Sep 30, 2025 | -4 | - |
| King Wealth | 2.11K | Sep 30, 2025 | -76 | - |
| NBC SECURITIES, INC. | 2.10K | Sep 30, 2025 | +1.60K | - |
| Foundations Investment Advisors, LLC | 2.07K | Sep 30, 2025 | +2.07K | - |
| DT Investment Partners, LLC | 2.06K | Sep 30, 2025 | -42 | - |
| Oxbow Advisors, LLC | 2.04K | Sep 30, 2025 | +153 | - |
| Flagstone Financial Management | 2.04K | Sep 30, 2025 | - | - |
| TOBIAS FINANCIAL ADVISORS, INC. | 2.04K | Sep 30, 2025 | - | - |
| Carl P. Sherr & Co., LLC | 2.02K | Sep 30, 2025 | - | - |
| City Center Advisors, LLC | 2.02K | Sep 30, 2025 | +253 | - |
| FIFTH THIRD SECURITIES, INC. | 2.01K | Sep 30, 2025 | -44,326 | - |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.00K | Sep 30, 2025 | -986 | - |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 2.00K | Sep 30, 2025 | +2.00K | - |
| Quotient Wealth Partners, LLC | 1.97K | Sep 30, 2025 | -869 | - |
| KDK Private Wealth Management, LLC | 1.96K | Sep 30, 2025 | +1 | - |
| DOPKINS WEALTH MANAGEMENT, LLC | 1.94K | Sep 30, 2025 | - | - |
| FLAGSTAR ADVISORS INC. | 1.93K | Sep 30, 2025 | +12 | - |
| B. Riley Wealth Advisors, Inc. | 1.93K | Sep 30, 2025 | +26 | - |
| Firestone Capital Management | 1.92K | Sep 30, 2025 | +1.92K | - |
| Ledyard National Bank | 1.91K | Sep 30, 2025 | - | - |
| Keebeck Wealth Management, LLC | 1.89K | Sep 30, 2025 | +1.89K | - |
| Sovran Advisors, LLC | 1.88K | Sep 30, 2025 | -99 | - |
| Modera Wealth Management, LLC | 1.87K | Sep 30, 2025 | +73 | - |
| Ellevest, Inc. | 1.86K | Sep 30, 2025 | +1.86K | - |
| ST GERMAIN D J CO INC | 1.84K | Sep 30, 2025 | - | - |
| BAR HARBOR WEALTH MANAGEMENT | 1.82K | Sep 30, 2025 | +40 | - |
| CERTUITY, LLC | 1.82K | Sep 30, 2025 | +1.82K | - |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1.81K | Sep 30, 2025 | +1.81K | - |
| Legacy Capital Group California, Inc. | 1.78K | Sep 30, 2025 | -857 | - |
| STUDIO INVESTMENT MANAGEMENT LLC | 1.77K | Sep 30, 2025 | -9,635 | - |
| SEVEN MILE ADVISORY | 1.77K | Sep 30, 2025 | +1.77K | - |
| Carnegie Capital Asset Management, LLC | 1.77K | Sep 30, 2025 | -1,451 | - |
| Evercore Wealth Management, LLC | 1.76K | Sep 30, 2025 | - | - |
| HBK Sorce Advisory LLC | 1.76K | Sep 30, 2025 | - | - |
| NOVEM GROUP | 1.76K | Sep 30, 2025 | +1.76K | - |
| CIBC Private Wealth Group, LLC | 1.75K | Sep 30, 2025 | +1.29K | - |
| Beacon Pointe Advisors, LLC | 1.73K | Sep 30, 2025 | +1.73K | - |
| Dakota Wealth Management | 1.72K | Sep 30, 2025 | - | - |
| Allen Mooney & Barnes Investment Advisors LLC | 1.72K | Sep 30, 2025 | +1 | - |
| JCIC Asset Management Inc. | 1.72K | Sep 30, 2025 | +1.72K | - |
| LOGAN CAPITAL MANAGEMENT INC | 1.65K | Sep 30, 2025 | +35 | - |
| CENTAURUS FINANCIAL, INC. | 1.64K | Sep 30, 2025 | - | - |
| Investors Research Corp | 1.59K | Sep 30, 2025 | +18 | - |
| WOLFF WIESE MAGANA LLC | 1.58K | Sep 30, 2025 | - | - |
| Park Place Capital Corp | 1.48K | Sep 30, 2025 | -1,044 | - |
| Guerra Advisors Inc | 1.48K | Sep 30, 2025 | +1.48K | - |
| Morton Brown Family Wealth, LLC | 1.47K | Sep 30, 2025 | +476 | - |
| Evelyn Partners Asset Management Ltd | 1.43K | Sep 30, 2025 | - | - |
| Transamerica Financial Advisors, Inc. | 1.33K | Sep 30, 2025 | +1.33K | - |
| Capital Analysts, LLC | 1.27K | Sep 30, 2025 | +11 | - |
| EXCEL SECURITIES & ASSOCIATES, INC. | 1.26K | Sep 30, 2025 | +1.26K | - |
| Kiker Wealth Management, LLC | 1.18K | Sep 30, 2025 | +616 | - |
| Ameritas Advisory Services, LLC | 1.14K | Sep 30, 2025 | +195 | - |
| CNB Bank | 1.11K | Sep 30, 2025 | - | - |
| Banque Cantonale Vaudoise | 1.09K | Sep 30, 2025 | - | - |
| GHP Investment Advisors, Inc. | 1.05K | Sep 30, 2025 | +350 | - |
| Prestige Wealth Management Group LLC | 1.00K | Sep 30, 2025 | +1.00K | - |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 988 | Sep 30, 2025 | - | - |
| CULLEN/FROST BANKERS, INC. | 926 | Sep 30, 2025 | +329 | - |
| WHITTIER TRUST CO OF NEVADA INC | 886 | Sep 30, 2025 | - | - |
| AdvisorNet Financial, Inc | 878 | Sep 30, 2025 | -70 | - |
| EASTERN BANK | 870 | Sep 30, 2025 | -327 | - |
| LFA - Lugano Financial Advisors SA | 835 | Sep 30, 2025 | - | - |
| 1620 INVESTMENT ADVISORS, INC. | 800 | Sep 30, 2025 | +1 | - |
| Palisade Asset Management, LLC | 750 | Sep 30, 2025 | +750 | - |
| Cornerstone Planning Group LLC | 724 | Sep 30, 2025 | +280 | - |
| CARDIFF PARK ADVISORS, LLC | 712 | Sep 30, 2025 | - | - |
| MCF Advisors LLC | 704 | Sep 30, 2025 | - | - |
| Clearstead Trust, LLC | 701 | Sep 30, 2025 | - | - |
| TRUST CO OF VERMONT | 650 | Sep 30, 2025 | - | - |
| Smartleaf Asset Management LLC | 617 | Sep 30, 2025 | +597 | - |
| Gen-Wealth Partners Inc | 574 | Sep 30, 2025 | +10 | - |
| MONTAG A & ASSOCIATES INC | 528 | Sep 30, 2025 | -301 | - |
| Promus Capital, LLC | 528 | Sep 30, 2025 | +528 | - |
| CoreCap Advisors, LLC | 518 | Sep 30, 2025 | +147 | - |
| HIGHLINE WEALTH PARTNERS LLC | 501 | Sep 30, 2025 | +501 | - |
| Cedar Mountain Advisors, LLC | 477 | Sep 30, 2025 | -225 | - |
| Glen Eagle Advisors, LLC | 455 | Sep 30, 2025 | +455 | - |
| TCTC Holdings, LLC | 429 | Sep 30, 2025 | - | - |
| Cedar Wealth Management, LLC | 427 | Sep 30, 2025 | +2 | - |
| Parallel Advisors, LLC | 412 | Sep 30, 2025 | -59 | - |
| Bell Investment Advisors, Inc | 410 | Sep 30, 2025 | +410 | - |
| Fortitude Family Office, LLC | 395 | Sep 30, 2025 | +395 | - |
| Ronald Blue Trust, Inc. | 380 | Sep 30, 2025 | -157 | - |
| Nemes Rush Group LLC | 379 | Sep 30, 2025 | +4 | - |
| Greykasell Wealth Strategies, Inc. | 372 | Sep 30, 2025 | +372 | - |
| Hanson & Doremus Investment Management | 365 | Sep 30, 2025 | +200 | - |
| WealthShield Partners, LLC | 360 | Sep 30, 2025 | - | - |
| WEBSTER BANK, N. A. | 357 | Sep 30, 2025 | +12 | - |
| Crews Bank & Trust | 317 | Sep 30, 2025 | - | - |
| Ameritas Investment Partners, Inc. | 310 | Sep 30, 2025 | -940 | - |
| Coston, McIsaac & Partners | 309 | Sep 30, 2025 | - | - |
| Smallwood Wealth Investment Management, LLC | 307 | Sep 30, 2025 | -59 | - |
| Fourth Dimension Wealth, LLC | 303 | Sep 30, 2025 | - | - |
| Sound Income Strategies, LLC | 300 | Sep 30, 2025 | +300 | - |
| Delos Wealth Advisors, LLC | 283 | Sep 30, 2025 | - | - |
| AlphaCore Capital LLC | 272 | Sep 30, 2025 | +251 | - |
| ROTHSCHILD INVESTMENT LLC | 262 | Sep 30, 2025 | -93 | - |
| Atlantic Union Bankshares Corp | 260 | Sep 30, 2025 | +211 | - |
| Ancora Advisors, LLC | 260 | Sep 30, 2025 | +85 | - |
| Asset Dedication, LLC | 238 | Sep 30, 2025 | +238 | - |
| Family Management Corp | 226 | Sep 30, 2025 | - | - |
| Bogart Wealth, LLC | 225 | Sep 30, 2025 | - | - |
| Avion Wealth | 216 | Sep 30, 2025 | - | - |
| Pacifica Partners Inc. | 200 | Sep 30, 2025 | - | - |
| Biltmore Family Office, LLC | 200 | Sep 30, 2025 | - | - |
| CENTRAL TRUST Co | 199 | Sep 30, 2025 | - | - |
| Caitlin John, LLC | 179 | Sep 30, 2025 | +179 | - |
| FIRST HORIZON CORP | 173 | Sep 30, 2025 | +173 | - |
| LRI Investments, LLC | 171 | Sep 30, 2025 | -74 | - |
| Hara Capital LLC | 156 | Sep 30, 2025 | - | - |
| Breakwater Investment Management | 152 | Sep 30, 2025 | - | - |
| WPG Advisers, LLC | 142 | Sep 30, 2025 | - | - |
| AMERICAN NATIONAL BANK | 141 | Sep 30, 2025 | - | - |
| Financial Network Wealth Advisors LLC | 136 | Sep 30, 2025 | - | - |
| Copia Wealth Management | 133 | Sep 30, 2025 | - | - |
| Granite FO LLC | 133 | Sep 30, 2025 | - | - |
| Friedenthal Financial | 132 | Sep 30, 2025 | - | - |
| Versant Capital Management, Inc | 131 | Sep 30, 2025 | - | - |
| Cranbrook Wealth Management, LLC | 130 | Sep 30, 2025 | - | - |
| Migdal Insurance & Financial Holdings Ltd. | 127 | Sep 30, 2025 | -85 | - |
| Team Financial Group, LLC | 127 | Sep 30, 2025 | - | - |
| GPS Wealth Strategies Group, LLC | 113 | Sep 30, 2025 | +113 | - |
| Cherry Tree Wealth Management, LLC | 109 | Sep 30, 2025 | - | - |
| Rosenberg Matthew Hamilton | 108 | Sep 30, 2025 | - | - |
| CX Institutional | 108 | Sep 30, 2025 | +108 | - |
| Mascoma Wealth Management LLC | 104 | Sep 30, 2025 | +1 | - |
| REAP Financial Group, LLC | 103 | Sep 30, 2025 | +103 | - |
| Jackson Hole Capital Partners, LLC | 102 | Sep 30, 2025 | - | - |
| Heartwood Wealth Advisors LLC | 100 | Sep 30, 2025 | +100 | - |
| EPG Wealth Management LLC | 99 | Sep 30, 2025 | - | - |
| Coastal Investment Advisors, Inc. | 96 | Sep 30, 2025 | +96 | - |
| Strategic Advocates LLC | 91 | Sep 30, 2025 | +91 | - |
| BARRETT & COMPANY, INC. | 89 | Sep 30, 2025 | - | - |
| Westside Investment Management, Inc. | 85 | Sep 30, 2025 | - | - |
| Morse Asset Management, Inc | 85 | Sep 30, 2025 | +85 | - |
| Founders Financial Alliance, LLC | 81 | Sep 30, 2025 | - | - |
| TOMPKINS FINANCIAL CORP | 79 | Sep 30, 2025 | -78 | - |
| Park Square Financial Group, LLC | 79 | Sep 30, 2025 | +51 | - |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 75 | Sep 30, 2025 | +4 | - |
| Winthrop Capital Management, LLC | 73 | Sep 30, 2025 | - | - |
| Oakworth Capital, Inc. | 68 | Sep 30, 2025 | +68 | - |
| Premier Financial Group | 66 | Sep 30, 2025 | +66 | - |
| FLAGSHIP WEALTH ADVISORS, LLC | 57 | Sep 30, 2025 | +11 | - |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 57 | Sep 30, 2025 | - | - |
| GAMMA Investing LLC | 55 | Sep 30, 2025 | - | - |
| Tripletail Wealth Management, LLC | 47 | Sep 30, 2025 | +47 | - |
| Abich Financial Wealth Management LLC | 46 | Sep 30, 2025 | +46 | - |
| Bank of New Hampshire | 45 | Sep 30, 2025 | - | - |
| Horizon Investments, LLC | 41 | Sep 30, 2025 | +41 | - |
| Alpine Bank Wealth Management | 36 | Sep 30, 2025 | - | - |
| Archer Investment Corp | 34 | Sep 30, 2025 | - | - |
| Quest 10 Wealth Builders, Inc. | 32 | Sep 30, 2025 | - | - |
| FINANCIAL CONSULATE, INC | 28 | Sep 30, 2025 | +28 | - |
| Orion Capital Management LLC | 28 | Sep 30, 2025 | +28 | - |
| VAN ECK ASSOCIATES CORP | 26 | Sep 30, 2025 | -2 | - |
| Global Trust Asset Management, LLC | 25 | Sep 30, 2025 | +25 | - |
| ALBION FINANCIAL GROUP /UT | 24 | Sep 30, 2025 | - | - |
| Dogwood Wealth Management LLC | 19 | Sep 30, 2025 | - | - |
| Imprint Wealth LLC | 18 | Sep 30, 2025 | +18 | - |
| IMG Wealth Management, Inc. | 18 | Sep 30, 2025 | - | - |
| Smithfield Trust Co | 14 | Sep 30, 2025 | - | - |
| Integrity Financial Corp /WA | 13 | Sep 30, 2025 | - | - |
| Financial Gravity Asset Management, Inc. | 12 | Sep 30, 2025 | +12 | - |
| RICHARDSON FINANCIAL SERVICES INC. | 10 | Sep 30, 2025 | -219 | - |
| HOWE & RUSLING INC | 9 | Sep 30, 2025 | - | - |
| Spurstone Advisory Services, LLC | 8 | Sep 30, 2025 | - | - |
| Triumph Capital Management | 7 | Sep 30, 2025 | +7 | - |
| Sunbelt Securities, Inc. | 6 | Sep 30, 2025 | +1 | - |
| Independence Bank of Kentucky | 3 | Sep 30, 2025 | - | - |
| Key FInancial Inc | 3 | Sep 30, 2025 | - | - |
| FAS Wealth Partners, Inc. | 2 | Sep 30, 2025 | -472 | - |
| DHJJ Financial Advisors, Ltd. | 2 | Sep 30, 2025 | - | - |
| My Personal CFO, LLC | 0 | Sep 30, 2025 | -2,096 | - |
| Hershey Financial Advisers, LLC | 0 | Sep 30, 2025 | -31,285 | - |
| Northwest Capital Management Inc | 0 | Sep 30, 2025 | -164 | - |
| Vestmark Advisory Solutions, Inc. | 0 | Sep 30, 2025 | -3,247 | - |
| SAX WEALTH ADVISORS, LLC | 0 | Sep 30, 2025 | -1,725 | - |
| Renasant Bank | 0 | Sep 30, 2025 | -1,752 | - |
| VICUS CAPITAL | 0 | Sep 30, 2025 | -6,085 | - |
| JANE STREET GROUP, LLC | 0 | Sep 30, 2025 | -35,514 | - |
| Worth Asset Management, LLC | 0 | Sep 30, 2025 | -52,190 | - |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 0 | Sep 30, 2025 | -35 | - |
| LaSalle St. Investment Advisors, LLC | 0 | Sep 30, 2025 | -8,470 | - |
| IMC-Chicago, LLC | 0 | Sep 30, 2025 | -10,009 | - |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | Sep 30, 2025 | -451 | - |
| MB, LEVIS & ASSOCIATES, LLC | 0 | Sep 30, 2025 | -50 | - |
| Private Wealth Asset Management, LLC | 0 | Sep 30, 2025 | -850 | - |
| Roble, Belko & Company, Inc | 0 | Sep 30, 2025 | -1,294 | - |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0 | Sep 30, 2025 | -32 | - |
| Bensler, LLC | 0 | Sep 30, 2025 | -1,971 | - |
| PKS Advisory Services, LLC | 0 | Sep 30, 2025 | -8,641 | - |
| Concord Asset Management, LLC/VA | 0 | Sep 30, 2025 | -17,412 | - |
| J. Goldman & Co LP | 0 | Sep 30, 2025 | -55,000 | - |
| Venture Visionary Partners LLC | 0 | Sep 30, 2025 | -1,773 | - |
| Wealthquest Corp | 0 | Sep 30, 2025 | -2,068 | - |
| Eqis Capital Management, Inc. | 0 | Sep 30, 2025 | -3,065 | - |
| VISTA INVESTMENT PARTNERS II, LLC | 0 | Sep 30, 2025 | -5,582 | - |
| Ridgewood Investments LLC | 0 | Sep 30, 2025 | -1,336 | - |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | Sep 30, 2025 | -41,502 | - |
| Net Worth Advisory Group | 0 | Sep 30, 2025 | -4,436 | - |
| Keystone Global Partners, LLC | 0 | Sep 30, 2025 | -95 | - |
| TT Capital Management LLC | 0 | Sep 30, 2025 | -4,526 | - |
| ASPIRIANT, LLC | 0 | Sep 30, 2025 | -2,004 | - |
| Siligmueller & Norvid Wealth Advisors LLC | 0 | Sep 30, 2025 | -8,050 | - |
| Rede Wealth, LLC | 0 | Sep 30, 2025 | -4,937 | - |
| Bristlecone Advisors, LLC | 0 | Sep 30, 2025 | -634 | - |
| Quaker Wealth Management, LLC | 0 | Sep 30, 2025 | -40 | - |
| Institute for Wealth Management, LLC. | 0 | Sep 30, 2025 | -1,714 | - |
| NorthRock Partners, LLC | 0 | Sep 30, 2025 | -2,082 | - |
| Skopos Labs, Inc. | 0 | Sep 30, 2025 | -934 | - |
| EWG Elevate Inc. | 0 | Sep 30, 2025 | -12,441 | - |
| SRS Capital Advisors, Inc. | 0 | Sep 30, 2025 | -359 | - |
| Tower Research Capital LLC (TRC) | 0 | Sep 30, 2025 | -2,750 | - |
| Briaud Financial Planning, Inc | 0 | Sep 30, 2025 | -89 | - |
| TCG Advisory Services, LLC | 0 | Sep 30, 2025 | -2,476 | - |
| Bison Wealth, LLC | 0 | Sep 30, 2025 | -8,251 | - |
| Sigma Planning Corp | 0 | Sep 30, 2025 | -1,894 | - |
| Black Maple Capital Management LP | 0 | Sep 30, 2025 | -87,000 | - |
| OARSMAN CAPITAL, INC. | 0 | Sep 30, 2025 | -8,091 | - |
| Optivise Advisory Services LLC | 0 | Sep 30, 2025 | -7,603 | - |
| TRUE Private Wealth Advisors | 0 | Sep 30, 2025 | -2,517 | - |
| HB Wealth Management, LLC | 0 | Sep 30, 2025 | -2,015 | - |
| BTS Asset Management, Inc. | 0 | Sep 30, 2025 | -3,802 | - |
| Bank of Jackson Hole Trust | 0 | Sep 30, 2025 | -215 | - |
| TWO SIGMA SECURITIES, LLC | 0 | Sep 30, 2025 | -3,119 | - |
| Capital Investment Counsel, Inc | 0 | Sep 30, 2025 | -204 | - |
| Mount Yale Investment Advisors, LLC | 0 | Sep 30, 2025 | -13 | - |
| NewSquare Capital LLC | 0 | Sep 30, 2025 | -66 | - |
| Kovack Advisors, Inc. | 0 | Sep 30, 2025 | -1,696 | - |
| Beacon Capital Management, LLC | 0 | Sep 30, 2025 | -211 | - |
| Tortoise Investment Management, LLC | 0 | Sep 30, 2025 | -220 | - |
| SWMG, LLC | 0 | Sep 30, 2025 | -5,631 | - |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 0 | Sep 30, 2025 | -1,862 | - |
| Financial Management Professionals, Inc. | 0 | Sep 30, 2025 | -151 | - |
| OLD MISSION CAPITAL LLC | 0 | Sep 30, 2025 | -18,127 | - |
| SkyView Investment Advisors, LLC | 295.87K | Jun 30, 2025 | -857 | - |
| Canal Capital Management, LLC | 129.88K | Jun 30, 2025 | -814 | - |
| Atria Wealth Solutions, Inc. | 94.95K | Jun 30, 2025 | -43,139 | - |
| AVANTAX ADVISORY SERVICES, INC. | 83.92K | Jun 30, 2025 | +2.63K | - |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 73.66K | Jun 30, 2025 | -15,764 | - |
| EP Wealth Advisors, LLC | 21.07K | Jun 30, 2025 | +18.41K | - |
| Congress Wealth Management LLC / DE / | 14.86K | Jun 30, 2025 | +4.48K | - |
| BINGHAM PRIVATE WEALTH, LLC | 13.03K | Jun 30, 2025 | +649 | - |
| J. W. Coons Advisors, LLC | 10.05K | Jun 30, 2025 | +130 | - |
| Horan Securities, Inc. | 8.26K | Jun 30, 2025 | -703 | - |
| Boreal Capital Management LLC | 5.33K | Jun 30, 2025 | +5.33K | - |
| PrairieView Partners, LLC | 3.78K | Jun 30, 2025 | +170 | - |
| DHK Financial Advisors, Inc. | 2.20K | Jun 30, 2025 | -2,200 | - |
| My Legacy Advisors, LLC | 2.19K | Jun 30, 2025 | +419 | - |
| ACAS, LLC | 1.74K | Jun 30, 2025 | -248 | - |
| First Horizon Advisors, Inc. | 1.03K | Jun 30, 2025 | +352 | - |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 308 | Jun 30, 2025 | +308 | - |
| Iron Horse Wealth Management, LLC | 196 | Jun 30, 2025 | - | - |
| Capital A Wealth Management, LLC | 115 | Jun 30, 2025 | +115 | - |
| Financial Gravity Companies, Inc. | 12 | Jun 30, 2025 | +12 | - |
| Orion Portfolio Solutions, LLC | 177.79K | Mar 31, 2025 | +13.20K | - |
| US FINANCIAL ADVISORS, LLC | 59.14K | Mar 31, 2025 | +2.60K | - |
| NAPATREE CAPITAL LLC | 2.07K | Mar 31, 2025 | - | - |
| Lindbrook Capital, LLC | 51 | Mar 31, 2025 | +51 | - |
| Sandy Spring Bank | 49 | Mar 31, 2025 | - | - |
| CAROLINAS WEALTH CONSULTING LLC | 19 | Mar 31, 2025 | - | - |
| Aveo Capital Partners, LLC | 0 | Mar 31, 2025 | -2,635 | - |
| Wolf Group Capital Advisors | 0 | Mar 31, 2025 | -1,843 | - |
| Buckingham Capital Management, Inc. | 300.02K | Dec 31, 2024 | -2,824 | - |
| Madison Investment Advisors, LLC | 239.84K | Dec 31, 2024 | +239.84K | - |
| NSI Retail Advisors, LLC | 226.70K | Dec 31, 2024 | - | - |
| Sanctuary Advisors, LLC | 49.34K | Dec 31, 2024 | +4.86K | - |
| TrinityPoint Wealth, LLC | 41.29K | Dec 31, 2024 | +658 | - |
| AlphaMark Advisors, LLC | 33.15K | Dec 31, 2024 | +4.18K | - |
| AlphaCentric Advisors LLC | 11.64K | Dec 31, 2024 | +8.51K | - |
| Anchor Pointe Wealth Management, LLC | 9.27K | Dec 31, 2024 | +9.27K | - |
| TAP Consulting, LLC | 7.69K | Dec 31, 2024 | -3,671 | - |
| WR Wealth Planners, LLC | 1.38K | Dec 31, 2024 | +272 | - |
| Householder Group Estate & Retirement Specialist, LLC | 1.27K | Dec 31, 2024 | - | - |
| Bray Capital Advisors | 200 | Dec 31, 2024 | - | - |
| TUCKER ASSET MANAGEMENT LLC | 66 | Dec 31, 2024 | -128 | - |
| Cassady Schiller Wealth Management, LLC | 6 | Dec 31, 2024 | +6 | - |
| Pine Valley Investments Ltd Liability Co | 0 | Dec 31, 2024 | -2,008 | - |
| RAYMOND JAMES & ASSOCIATES | 1.19M | Sep 30, 2024 | -17,129 | - |
| Pegasus Partners Ltd. | 220.50K | Sep 30, 2024 | +20.32K | - |
| Raymond James Financial Services Advisors, Inc. | 198.43K | Sep 30, 2024 | +8.64K | - |
| New Potomac Partners, LLC | 40.47K | Sep 30, 2024 | +3.16K | - |
| 9258 Wealth Management, LLC | 34.39K | Sep 30, 2024 | -1,508 | - |
| Divergent Wealth Advisors | 30.82K | Sep 30, 2024 | +365 | - |
| RAYMOND JAMES TRUST N.A. | 22.66K | Sep 30, 2024 | +5.39K | - |
| SINECERA CAPITAL, LLC | 16.04K | Sep 30, 2024 | +1.00K | - |
| All Season Financial Advisors, Inc. | 15.31K | Sep 30, 2024 | +15.31K | - |
| Alpha Square Group S, LLC | 8.00K | Sep 30, 2024 | +8.00K | - |
| Alera Investment Advisors, LLC | 6.51K | Sep 30, 2024 | +443 | - |
| Axiom Advisory, LLC | 6.22K | Sep 30, 2024 | +140 | - |
| Brophy Wealth Management, LLC | 3.69K | Sep 30, 2024 | +3.69K | - |
| VitalStone Financial, LLC | 1.12K | Sep 30, 2024 | +1.12K | - |
| FinTrust Capital Advisors, LLC | 640 | Sep 30, 2024 | - | - |
| Planning Capital Management Corp | 196 | Sep 30, 2024 | +196 | - |
| Carmichael Hill & Associates, Inc. | 184 | Sep 30, 2024 | -34 | - |
| Family Asset Management, LLC | 181 | Sep 30, 2024 | -524 | - |
| Peterson Financial Group, Inc. | 3 | Sep 30, 2024 | +3 | - |
| COWEN AND COMPANY, LLC | 0 | Sep 30, 2024 | -20,000 | - |
| BlackRock Inc. | 1.37M | Jun 30, 2024 | +311.55K | - |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 418.44K | Jun 30, 2024 | +11.04K | - |
| Carmenna Advisors LLC | 104.02K | Jun 30, 2024 | +104.02K | - |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 101.53K | Jun 30, 2024 | -32,937 | - |
| Wunderlich Capital Managemnt | 8.62K | Jun 30, 2024 | +495 | - |
| Rain Capital Management, LLC | 798 | Jun 30, 2024 | +2 | - |
| Private Ocean, LLC | 379 | Jun 30, 2024 | - | - |
| Relative Value Partners Group, LLC | 0 | Jun 30, 2024 | -44,672 | - |
| ICA Group Wealth Management, LLC | 0 | Jun 30, 2024 | -41 | - |
| Charles Schwab Investment Advisory, Inc. | 2.71M | Mar 31, 2024 | -71,416 | - |
| InterOcean Capital Group, LLC | 118.71K | Mar 31, 2024 | +58.59K | - |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 73.21K | Mar 31, 2024 | -49,862 | - |
| Cetera Advisors LLC | 42.90K | Mar 31, 2024 | +24.90K | - |
| Cetera Advisor Networks LLC | 33.65K | Mar 31, 2024 | +1.22K | - |
| SUMMIT FINANCIAL GROUP, INC. | 23.12K | Mar 31, 2024 | -405 | - |
| AMERICAN NATIONAL BANK & TRUST CO /VA/ | 6.00K | Mar 31, 2024 | +6.00K | - |
| Syntal Capital Partners, LLC | 4.12K | Mar 31, 2024 | +4.12K | - |
| CAMBRIDGE TRUST CO | 690 | Mar 31, 2024 | +690 | - |
| Cutler Group LLC / CA | 0 | Mar 31, 2024 | -500 | - |
| CREDIT SUISSE AG/ | 0 | Mar 31, 2024 | -62,580 | - |
| Retirement Group, LLC | 0 | Mar 31, 2024 | -97 | - |
| Connectus Wealth, LLC | 0 | Mar 31, 2024 | -214,537 | - |
| Adroit Compliance, LLC | 196.72K | Dec 31, 2023 | +196.72K | - |
| Curi Wealth Management, LLC | 173.27K | Dec 31, 2023 | +1.33K | - |
| Rainsberger Wealth Advisors, Inc. | 68.00K | Dec 31, 2023 | -319 | - |
| WEALTHSOURCE PARTNERS, LLC | 17.69K | Dec 31, 2023 | +13.69K | - |
| TELEMUS CAPITAL, LLC | 4.88K | Dec 31, 2023 | -9,520 | - |
| Simplicity Solutions, LLC | 3.29K | Dec 31, 2023 | +1.27K | - |
| DFPG INVESTMENTS, LLC | 3.00K | Dec 31, 2023 | +711 | - |
| Bartlett & Co. LLC | 988 | Dec 31, 2023 | +988 | - |
| Baystate Wealth Management LLC | 82 | Dec 31, 2023 | -58 | - |
| SevenOneSeven Capital Management | 0 | Dec 31, 2023 | -11,796 | - |
| Polaris Wealth Advisory Group, LLC | 280.46K | Sep 30, 2023 | -5,176 | - |
| COMERICA SECURITIES,INC. | 34.16K | Sep 30, 2023 | -510 | - |
| Antonetti Capital Management LLC | 29.17K | Sep 30, 2023 | -1,900 | - |
| SBB Research Group LLC | 3.61K | Sep 30, 2023 | - | - |
| New Legacy Group, LLC | 3.40K | Sep 30, 2023 | - | - |
| PATHSTONE FAMILY OFFICE, LLC | 2.37K | Sep 30, 2023 | +2.37K | - |
| Sutton Wealth Advisors Inc. | 1.24K | Sep 30, 2023 | +1.11K | - |
| Icon Wealth Partners, LLC | 999 | Sep 30, 2023 | - | - |
| V Wealth Advisors LLC | 0 | Sep 30, 2023 | -2,671 | - |
| Coury Firm Asset Management LLC | 0 | Sep 30, 2023 | -10,817 | - |
| PFS INVESTMENTS INC. | 200.25K | Jun 30, 2023 | +14.37K | - |
| PICTET ASSET MANAGEMENT SA | 60.10K | Jun 30, 2023 | -1,820 | - |
| EFG CAPITAL INTERNATIONAL CORP. | 19.21K | Jun 30, 2023 | +19.21K | - |
| HERON FINANCIAL GROUP, LLC | 6.67K | Jun 30, 2023 | - | - |
| BerganKDV Wealth Management, LLC | 5.64K | Jun 30, 2023 | -739 | - |
| TimeScale Financial, Inc. | 3.18K | Jun 30, 2023 | +3.18K | - |
| Financial Architects, Inc | 2.60K | Jun 30, 2023 | -1,552 | - |
| BDO Wealth Advisors, LLC | 1.20K | Jun 30, 2023 | - | - |
| First Capital Advisors Group, LLC. | 383 | Jun 30, 2023 | - | - |
| Ten Capital Wealth Advisors, LLC | 0 | Jun 30, 2023 | -79 | - |
| Quantitative Advantage, LLC | 18.69K | Mar 31, 2023 | +1.64K | - |
| SECURITY ASSET MANAGEMENT | 5.25K | Mar 31, 2023 | +5.25K | - |
| HNP Capital LLC | 0 | Mar 31, 2023 | -25,002 | - |
| Clear Perspectives Financial Planning, LLC | 0 | Mar 31, 2023 | -36 | - |
| Personal Capital Advisors Corp | 112.49K | Dec 31, 2022 | -5,537,084 | - |
| Jenkins Wealth | 40.56K | Dec 31, 2022 | +40.56K | - |
| Aevitas Wealth Management, Inc. | 25.13K | Dec 31, 2022 | +12.20K | - |
| BANK OF THE WEST | 16.54K | Dec 31, 2022 | +234 | - |
| Burleson & Company, LLC | 9.86K | Dec 31, 2022 | -744 | - |
| Sanford Advisory Services, LLC | 3.13K | Dec 31, 2022 | - | - |
| Lehman & Derafelo Financial Resources LLC | 0 | Dec 31, 2022 | -410 | - |
| Sargent Bickham Lagudis LLC | 0 | Dec 31, 2022 | -159 | - |
| American Portfolios Advisors | 29.69K | Sep 30, 2022 | -8,650 | - |
| Danda Trouve Investment Management, Inc. | 23.62K | Sep 30, 2022 | -898 | - |
| CYPRESS CAPITAL MANAGEMENT LLC | 17.41K | Sep 30, 2022 | +960 | - |
| EATON VANCE MANAGEMENT | 12.35K | Sep 30, 2022 | +1.28K | - |
| First Farmers & Merchants Bank / Trust | 5.37K | Sep 30, 2022 | -112 | - |
| STRINGER ASSET MANAGEMENT, LLC | 4.01K | Sep 30, 2022 | +4.01K | - |
| MUFG Americas Holdings Corp | 2.67K | Sep 30, 2022 | - | - |
| Strategic Asset Management, LLC | 844 | Sep 30, 2022 | - | - |
| RGT Wealth Advisors, LLC | 212 | Sep 30, 2022 | -1,811 | - |
| Covington Capital Management | 175 | Sep 30, 2022 | - | - |
| ACG Wealth | 0 | Sep 30, 2022 | -15 | - |
| Spearhead Capital Advisors, LLC | 0 | Sep 30, 2022 | -10,544 | - |
| B. Riley Wealth Management, Inc. | 2.11K | Jun 30, 2022 | +2.11K | - |
| Fieldpoint Private Securities, LLC | 420 | Jun 30, 2022 | -118 | - |
| Cordasco Financial Network | 240 | Jun 30, 2022 | +201 | - |
| ADVISOR PARTNERS LLC | 0 | Jun 30, 2022 | -7,152 | - |
| BAR HARBOR TRUST SERVICES | 0 | Jun 30, 2022 | - | - |
| EXANE DERIVATIVES | 0 | Jun 30, 2022 | -1,178 | - |
| IndexIQ Advisors LLC | 293.45K | Mar 31, 2022 | -260,692 | - |
| People's United Financial, Inc. | 10.57K | Mar 31, 2022 | -1,484 | - |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8.96K | Mar 31, 2022 | -10,172 | - |
| Winfield Associates, Inc. | 6.99K | Mar 31, 2022 | - | - |
| Permit Capital Advisors, LLC | 645 | Mar 31, 2022 | +645 | - |
| KINGS POINT CAPITAL MANAGEMENT | 0 | Mar 31, 2022 | -545 | - |
| NEXT Financial Group, Inc | 10.23K | Dec 31, 2021 | +5.27K | - |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 2.15K | Dec 31, 2021 | +3 | - |
| Investors Financial Group, LLC | 2.10K | Dec 31, 2021 | -518 | - |
| Carroll Financial Associates, Inc. | 288 | Dec 31, 2021 | -217 | - |
| REILLY FINANCIAL ADVISORS, LLC | 0 | Dec 31, 2021 | -30 | - |
| NorthCoast Asset Management LLC | 183.08K | Sep 30, 2021 | +2.17K | - |
| DeGreen Capital Management LLC | 145.49K | Sep 30, 2021 | +7.38K | - |
| Cardan Capital Partners, LLC | 97.92K | Sep 30, 2021 | +97.92K | - |
| BBVA USA | 17.41K | Sep 30, 2021 | -984 | - |
| Psagot Value Holdings Ltd. | 13.22K | Sep 30, 2021 | -10,360 | - |
| CEDAR CAPITAL, LLC | 9.82K | Sep 30, 2021 | +9.82K | - |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9.73K | Sep 30, 2021 | +2.02K | - |
| Pinnacle Wealth Advisors | 168.30K | Jun 30, 2021 | +168.30K | - |
| PICTET ASSET MANAGEMENT LTD | 136.38K | Jun 30, 2021 | -9,955 | - |
| PNC Managed Account Solutions, Inc. | 55.68K | Jun 30, 2021 | +55.68K | - |
| AdvicePeriod, LLC | 7.47K | Jun 30, 2021 | +1 | - |
| Financial Consulate Inc. | 2.61K | Jun 30, 2021 | +2.61K | - |
| QS Investors, LLC | 0 | Jun 30, 2021 | -13,169 | - |
| BBVA USA Bancshares, Inc. | 56.10K | Mar 31, 2021 | -43,157 | - |
| CAMDEN NATIONAL CORP | 21.26K | Mar 31, 2021 | +21.26K | - |
| Pinnacle Advisory Group, Inc. | 6.65K | Mar 31, 2021 | -847 | - |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 2.21K | Dec 31, 2020 | +2.20K | - |
| Stearns Financial Services Group | 276.51K | Sep 30, 2020 | +8.96K | - |
| Wealthspire Advisors, L.P. | 75.04K | Sep 30, 2020 | +75.04K | - |
| ETRADE Capital Management LLC | 61.66K | Sep 30, 2020 | -381 | - |
| First Allied Advisory Services, Inc. | 36.84K | Sep 30, 2020 | -6,251 | - |
| LifePlan Financial Group, Inc | 17.31K | Sep 30, 2020 | +145 | - |
| Wellesley Investment Partners, LLC | 12.32K | Sep 30, 2020 | +2.29K | - |
| KAYS FINANCIAL ADVISORY CORP /ADV | 12.32K | Sep 30, 2020 | +8.37K | - |
| Independence Advisors, LLC | 180 | Sep 30, 2020 | +14 | - |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 0 | Sep 30, 2020 | -1,955 | - |
| 3D ASSET MANAGEMENT, INC | 0 | Sep 30, 2020 | -3,290 | - |
| Global Financial Private Capital, Inc | 108.33K | Jun 30, 2020 | +108.33K | - |
| Lenox Wealth Management, Inc. | 35 | Jun 30, 2020 | +12 | - |
| Noven Financial Group, Inc. | 174.78K | Mar 31, 2020 | +174.78K | - |
| BOYS ARNOLD & CO INC | 8.04K | Mar 31, 2020 | - | - |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 81 | Mar 31, 2020 | -20 | - |
| Squar Milner Financial Services LLC | 57 | Mar 31, 2020 | - | - |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 57.66K | Dec 31, 2019 | -435 | - |
| Advisor Group, Inc. | 53.34K | Dec 31, 2019 | -3,489 | - |
| Lyons Wealth Management, LLC. | 39.33K | Dec 31, 2019 | -8,268 | - |
| LAU ASSOCIATES LLC | 6.64K | Dec 31, 2019 | - | - |
| SUNTRUST BANKS INC | 311.60K | Sep 30, 2019 | -1,711 | - |
| Wealth & Pension Services Group, Inc. | 17.48K | Sep 30, 2019 | - | - |
| BB&T SECURITIES, LLC | 7.09K | Sep 30, 2019 | -770 | - |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4.78K | Sep 30, 2019 | -5,722 | - |
| Guidant Wealth Advisors | 3.04K | Sep 30, 2019 | +2 | - |
| KLS Professional Advisors Group, LLC | 0 | Jun 30, 2019 | -3,000 | - |
| WealthTrust Fairport, LLC | 8.26K | Mar 31, 2019 | -1,521 | - |
| Weatherstone Capital Management | 2.17K | Mar 31, 2019 | +2.17K | - |
| NEXT Financial Holdings | 166 | Mar 31, 2019 | +166 | - |
| Catamount Wealth Management | 9 | Mar 31, 2019 | -8 | - |
| COMERICA SECURITIES INC | 25.93K | Dec 31, 2018 | +977 | - |
| Leonetti & Associates, LLC | 5.35K | Dec 31, 2018 | -51 | - |
| Edelman Financial Services, LLC | 0 | Dec 31, 2018 | -2,014,953 | - |
| Visionary Asset Management, Inc. | 0 | Dec 31, 2018 | -43,273 | - |
| RAND WEALTH, LLC | 2.54K | Sep 30, 2018 | - | - |
| Simply Money Advisors | 231.43K | Mar 31, 2018 | -122,261 | - |
| SII INVESTMENTS INC/WI | 19.68K | Dec 31, 2017 | +1.06K | - |
| IFC Holdings Incorporated/FL | 8.84K | Dec 31, 2017 | +3.86K | - |
| BB&T INVESTMENT SERVICES, INC. | 715 | Dec 31, 2017 | +142 | - |
| WealthShield, LLC | 378 | Dec 31, 2017 | +378 | - |
| NATIONAL PLANNING CORP | 47 | Dec 31, 2017 | +47 | - |
| INVESTMENT CENTERS OF AMERICA INC | 0 | Dec 31, 2017 | -10,820 | - |
| Barrington Strategic Wealth Management Group LLC | 49.67K | Sep 30, 2017 | +5.63K | - |
| Smith Affiliated Capital Corp. | 1.13K | Sep 30, 2017 | - | - |
| Concert Wealth Management Inc. | 0 | Sep 30, 2017 | -2,389 | - |
| Commonwealth Equity Services, Inc | 27.64K | Jun 30, 2017 | +7.63K | - |
| Independent Portfolio Consultants, Inc. | 420 | Jun 30, 2017 | -1,370 | - |
| Virtu KCG Holdings LLC | 0 | Jun 30, 2017 | -13,444 | - |
| FIRST FINANCIAL EQUITY CORPORATION | 6.18K | Mar 31, 2017 | +6.18K | - |
| Integrated Wealth Management | 1.99K | Mar 31, 2017 | -31 | - |
| MSI Financial Services Inc | 27.35K | Dec 31, 2016 | -1,534 | - |
| BLACKROCK ADVISORS LLC | 6.49K | Dec 31, 2016 | - | - |
| BlackRock Investment Management, LLC | 2.48K | Dec 31, 2016 | +15 | - |
| BlackRock Japan Co. Ltd | 1.41K | Dec 31, 2016 | -260 | - |
| KANALY TRUST CO | 150 | Dec 31, 2016 | +150 | - |
| Argentus Capital Management, LLC | 0 | Dec 31, 2016 | -6,958 | - |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 47.19K | Sep 30, 2016 | -22,673 | - |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 1.61K | Sep 30, 2016 | - | - |
| FIRSTMERIT BANK N A TRUSTEE | 145.13K | Jun 30, 2016 | +4.62K | - |
| SOCIETE GENERALE | 14.35K | Jun 30, 2016 | +14.35K | - |
| Counsel Portfolio Services Inc. | 4.84K | Jun 30, 2016 | -7,874 | - |
| VSR Financial Services, Inc. | 2.88K | Jun 30, 2016 | -206 | - |
| Cleary Gull Holdings Inc. | 40 | Mar 31, 2016 | - | - |
| CURIAN CAPITAL LLC | 16.66K | Dec 31, 2015 | -104,277 | - |
| Pinnacle Summer Investments, Inc. | 76 | Dec 31, 2015 | +38 | - |
| Good Harbor Financial, LLC | 9.02K | Sep 30, 2015 | -968 | - |
| J.P. Turner & Co Capital Mnagement, LLC | 1.75K | Sep 30, 2015 | +1.75K | - |
| MID CONTINENT CAPITAL LLC/IL | 0 | Sep 30, 2015 | -4,000 | - |
| MANAGED ACCOUNT ADVISORS LLC | 6.40M | Jun 30, 2015 | +1.71M | - |
| BAIRD ROBERT W & CO INC /WI/ | 5.02K | Mar 31, 2015 | +2.23K | - |
| STANCORP INVESTMENT ADVISERS INC | 1.46K | Mar 31, 2015 | -140 | - |
| BOSTON PRIVATE BANK & TRUST CO | 435 | Mar 31, 2015 | - | - |
| First Allied Asset Management, Inc. | 0 | Mar 31, 2015 | -2,893 | - |
| Placemark Investments, Inc. | 40.12K | Dec 31, 2014 | +4.80K | - |
| NEW ENGLAND SECURITIES CORP /MA/ | 2.10K | Dec 31, 2014 | +270 | - |
| UBS AG | 631.65K | Sep 30, 2014 | +87.04K | - |
| 1919 Investment Counsel, LLC | 691 | Sep 30, 2014 | - | - |
| KMS FINANCIAL SERVICES, INC | 0 | Jun 30, 2014 | -3,588 | - |
| Compass Efficient Model Portfolios, LLC | 398 | Dec 31, 2013 | -1,281 | - |
| STIFEL NICOLAUS & CO INC \MO\ | 190.82K | Sep 30, 2013 | -15,837 | - |
| KNIGHT CAPITAL GROUP LLC | 44.05K | Jun 30, 2013 | +44.05K | - |
| First Allied Securities, Inc. | 4.90K | Jun 30, 2012 | +3.00K | - |
| MERRIMAN, LLC | 96.03K | Sep 30, 2011 | -932 | - |
| RBC Private Counsel (USA) Inc. | 35 | Sep 30, 2009 | +35 | - |
| RBC Phillips, Hager & North Investment Counsel Inc. | 0 | Sep 30, 2009 | -35 | - |