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Holder

Date

Change

% Held

Parkside Investments, LLC

1.88M

Jun 30, 26

+112.97K

0.44%

Bangor Savings Bank

908.71K

Jun 30, 26

+37.60K

0.21%

CUTLER INVESTMENT COUNSEL LLC

881.73K

Jun 30, 26

+28.64K

0.21%

JACOBSON & SCHMITT ADVISORS, LLC

424.38K

Jun 30, 26

+10.10K

0.10%

Northstar Advisory Group, LLC

411.30K

Jun 30, 26

+32.70K

0.10%

FIRST CITIZENS BANK & TRUST CO

385.33K

Jun 30, 26

-6.64K

0.09%

JBGlobal.com LLC

383.62K

Jun 30, 26

+273

0.09%

ATWOOD & PALMER INC

362.88K

Jun 30, 26

+5.65K

0.08%

DAVENPORT & Co LLC

325.35K

Jun 30, 26

+120.83K

0.08%

Prosperity Planning, Inc.

317.10K

Jun 30, 26

+24.10K

0.07%

KWMG, LLC

313.61K

Jun 30, 26

+19.55K

0.07%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

217.25K

Jun 30, 26

+2.97K

0.05%

Sandy Cove Advisors, LLC

187.19K

Jun 30, 26

-28.25K

0.04%

Heck Capital Advisors, LLC

186.68K

Jun 30, 26

+19.74K

0.04%

Procyon Advisors, LLC

164.98K

Jun 30, 26

-1.91K

0.04%

Dynamic Advisor Solutions LLC

152.14K

Jun 30, 26

-933

0.04%

Mendota Financial Group, LLC

146.17K

Jun 30, 26

+5.97K

0.03%

Shore Point Advisors, LLC

134.17K

Jun 30, 26

+11.23K

0.03%

KMG FIDUCIARY PARTNERS, LLC

111.56K

Jun 30, 26

+3.23K

0.03%

Agate Pass Investment Management, LLC

106.23K

Jun 30, 26

+29.47K

0.02%

CWA Asset Management Group, LLC

90.72K

Jun 30, 26

-14.06K

0.02%

Martin Capital Partners, LLC

88.81K

Jun 30, 26

-2.07K

0.02%

Gradient Capital Advisors, LLC

87.99K

Jun 30, 26

+2.43K

0.02%

Apella Capital, LLC

87.66K

Jun 30, 26

-879

0.02%

Boltwood Capital Management

81.31K

Jun 30, 26

+590

0.02%

Chesley Taft & Associates LLC

80.59K

Jun 30, 26

+1.90K

0.02%

JUNCTURE WEALTH STRATEGIES, LLC

77.85K

Jun 30, 26

+2.39K

0.02%

1620 INVESTMENT ADVISORS, INC.

72.43K

Jun 30, 26

+23.94K

0.02%

IVC Wealth Advisors LLC

68.03K

Jun 30, 26

+4.96K

0.02%

YHB Investment Advisors, Inc.

64.27K

Jun 30, 26

+2.68K

0.02%

Buska Wealth Management, LLC

62.88K

Jun 30, 26

+3.31K

0.01%

CoreCap Advisors, LLC

62.26K

Jun 30, 26

+50.38K

0.01%

Curbstone Financial Management Corp

55.54K

Jun 30, 26

-7.65K

0.01%

HOWARD FINANCIAL SERVICES, LTD.

43.22K

Jun 30, 26

+2.80K

0.01%

GODSEY & GIBB, INC

42.01K

Jun 30, 26

+1.42K

0.01%

SAPIENT CAPITAL LLC

41.63K

Jun 30, 26

0.01%

Hennion & Walsh Asset Management, Inc.

40.40K

Jun 30, 26

+1.57K

0.01%

Israel Discount Bank of New York

37.50K

Jun 30, 26

+3.25K

0.01%

Wealthcare Advisory Partners LLC

35.00K

Jun 30, 26

-33.12K

0.01%

SHEETS SMITH WEALTH MANAGEMENT

32.04K

Jun 30, 26

+115

0.01%

Bulwark Capital Corp

26.57K

Jun 30, 26

+26.57K

0.01%

CLUNE & ASSOCIATES, LTD.

26.38K

Jun 30, 26

-7.69K

0.01%

JGP Wealth Management, LLC

25.89K

Jun 30, 26

+10.41K

0.01%

Focus Financial Network, Inc.

25.61K

Jun 30, 26

-158

0.01%

Plancorp, LLC

25.55K

Jun 30, 26

+230

0.01%

Longview Financial Advisors LLC

24.52K

Jun 30, 26

-4.09K

0.01%

SAX WEALTH ADVISORS, LLC

23.60K

Jun 30, 26

-27.12K

0.01%

MASSMUTUAL TRUST CO FSB/ADV

21.36K

Jun 30, 26

0.00%

Exchange Bank

19.27K

Jun 30, 26

0.00%

Stonekeep Investments, LLC

16.85K

Jun 30, 26

0.00%

Rockwood Wealth Management, LLC

16.62K

Jun 30, 26

+8.29K

0.00%

Enclave Advisors LLC

15.25K

Jun 30, 26

-35.24K

0.00%

VisionPoint Advisory Group, LLC

14.89K

Jun 30, 26

+33

0.00%

Sunburst Financial Group, LLC

14.06K

Jun 30, 26

0.00%

Avant Financial Advisors LLC

12.96K

Jun 30, 26

+598

0.00%

Wynn Capital, LLC

12.90K

Jun 30, 26

0.00%

EASTERN BANK

12.07K

Jun 30, 26

-2.41K

0.00%

MFA WEALTH ADVISORS, LLC

10.73K

Jun 30, 26

-884

0.00%

Beaird Harris Wealth Management, LLC

9.25K

Jun 30, 26

0.00%

CGN Advisors LLC

9.10K

Jun 30, 26

0.00%

Successful Portfolios LLC

8.47K

Jun 30, 26

-10

0.00%

Mayflower Financial Advisors, LLC

8.46K

Jun 30, 26

-120

0.00%

American Financial Advisors, LLC

8.30K

Jun 30, 26

-791

0.00%

FIRST COMMUNITY TRUST NA

8.11K

Jun 30, 26

+114

0.00%

First Bank & Trust

7.85K

Jun 30, 26

+1.85K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

7.63K

Jun 30, 26

+1.24K

0.00%

Octavia Wealth Advisors, LLC

7.33K

Jun 30, 26

-3.73K

0.00%

Valeo Financial Advisors, LLC

6.07K

Jun 30, 26

+6.07K

0.00%

Crescent Sterling, Ltd.

5.49K

Jun 30, 26

+5.49K

0.00%

C2C Wealth Management, LLC

5.20K

Jun 30, 26

0.00%

Grove Bank & Trust

5.14K

Jun 30, 26

0.00%

Piscataqua Savings Bank

4.38K

Jun 30, 26

+4.10K

0.00%

One Wealth Management Investment & Advisory Services, LLC

4.04K

Jun 30, 26

+4.04K

0.00%

Sunflower Bank, N.A.

3.83K

Jun 30, 26

0.00%

Main Street Group, LTD

2.00K

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.80K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

1.36K

Jun 30, 26

-39

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

1.11K

Jun 30, 26

0.00%

Abound Wealth Management

1.10K

Jun 30, 26

+13

0.00%

Independence Bank of Kentucky

864

Jun 30, 26

0.00%

Kennebec Savings Bank

809

Jun 30, 26

0.00%

Bank of New Hampshire

753

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

500

Jun 30, 26

0.00%

CITY HOLDING CO

490

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

350

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

318

Jun 30, 26

+76

0.00%

GAMMA Investing LLC

Jun 30, 26

0.00%

Olistico Wealth, LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+51

0.00%

LRI Investments, LLC

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

Jun 30, 26

0.00%

Steel Peak Wealth Management LLC

Jun 30, 26

-4.74K

Gradient Investments LLC

Jun 30, 26

-265.06K

Systelligence, LLC

Jun 30, 26

-25.84K

Centurion Wealth Management LLC

Jun 30, 26

-5.15K

Paladin Wealth, LLC

Jun 30, 26

-13.98K

CONFLUENCE INVESTMENT MANAGEMENT LLC

Jun 30, 26

-225.13K

Red Door Wealth Management, LLC

Jun 30, 26

-3.95K

NORTHERN TRUST CORP

24.75M

Mar 31, 26

+210.60K

5.78%

Matson Money. Inc.

14.89M

Mar 31, 26

+767.34K

3.48%

BlackRock, Inc.

12.74M

Mar 31, 26

+882.23K

2.98%

EP Wealth Advisors, LLC

11.72M

Mar 31, 26

+1.20M

2.74%

AMERIPRISE FINANCIAL INC

10.44M

Mar 31, 26

-2.75M

2.44%

BANK OF AMERICA CORP /DE/

9.01M

Mar 31, 26

+1.16M

2.10%

MORGAN STANLEY

8.95M

Mar 31, 26

+350.67K

2.09%

ENVESTNET ASSET MANAGEMENT INC

7.00M

Mar 31, 26

+989.41K

1.64%

BARINGS LLC

6.84M

Mar 31, 26

1.60%

GOLDMAN SACHS GROUP INC

6.13M

Mar 31, 26

-2.97M

1.43%

Pure Financial Advisors, LLC

6.09M

Mar 31, 26

+456.94K

1.42%

UBS Group AG

5.50M

Mar 31, 26

+550.84K

1.29%

CAPTRUST FINANCIAL ADVISORS

5.49M

Mar 31, 26

+647.58K

1.28%

ALLSTATE CORP

4.96M

Mar 31, 26

-302.94K

1.16%

WELLS FARGO & COMPANY/MN

4.69M

Mar 31, 26

+1.03M

1.09%

RAYMOND JAMES FINANCIAL INC

4.21M

Mar 31, 26

+392.62K

0.98%

STIFEL FINANCIAL CORP

4.14M

Mar 31, 26

+648.88K

0.97%

PNC FINANCIAL SERVICES GROUP, INC.

3.81M

Mar 31, 26

+27.26K

0.89%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

3.80M

Mar 31, 26

-7.30M

0.89%

Members Trust Co

3.24M

Mar 31, 26

+183.59K

0.76%

Colony Group, LLC

3.05M

Mar 31, 26

+928.25K

0.71%

LPL Financial LLC

3.00M

Mar 31, 26

+13.81K

0.70%

COMMONWEALTH EQUITY SERVICES, LLC

2.98M

Mar 31, 26

+139.00K

0.70%

PRUDENTIAL FINANCIAL INC

2.46M

Mar 31, 26

+2.06M

0.57%

TRUIST FINANCIAL CORP

2.42M

Mar 31, 26

+103.32K

0.56%

FLPUTNAM INVESTMENT MANAGEMENT CO

2.41M

Mar 31, 26

+86.13K

0.56%

FMR LLC

2.35M

Mar 31, 26

-37.08K

0.55%

ROYAL BANK OF CANADA

2.13M

Mar 31, 26

+18.33K

0.50%

Miracle Mile Advisors, LLC

2.08M

Mar 31, 26

+143.85K

0.49%

Point72 Asset Management, L.P.

2.03M

Mar 31, 26

+150.00K

0.47%

KEYBANK NATIONAL ASSOCIATION/OH

1.95M

Mar 31, 26

+147.52K

0.46%

Haverford Trust Co

1.94M

Mar 31, 26

+93.37K

0.45%

HighTower Advisors, LLC

1.83M

Mar 31, 26

+58.52K

0.43%

Busey Wealth Management

1.82M

Mar 31, 26

+19.16K

0.43%

Parkside Investments, LLC

1.76M

Mar 31, 26

+158.28K

0.41%

Williams Jones Wealth Management, LLC.

1.75M

Mar 31, 26

+8.59K

0.41%

MAI Capital Management

1.72M

Mar 31, 26

+149.96K

0.40%

ASSETMARK, INC

1.69M

Mar 31, 26

+81.71K

0.40%

MML INVESTORS SERVICES, LLC

1.60M

Mar 31, 26

-30.77K

0.37%

One Capital Management, LLC

1.57M

Mar 31, 26

+196.41K

0.37%

RiverFront Investment Group, LLC

1.56M

Mar 31, 26

+187.81K

0.36%

Destination Wealth Management

1.55M

Mar 31, 26

+47.81K

0.36%

JPMORGAN CHASE & CO

1.48M

Mar 31, 26

-1.30M

0.35%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.46M

Mar 31, 26

+43.10K

0.34%

Cetera Investment Advisers

1.37M

Mar 31, 26

+74.64K

0.32%

Mariner, LLC

1.34M

Mar 31, 26

+30.99K

0.31%

US BANCORP \DE\

1.29M

Mar 31, 26

+42.60K

0.30%

SONA ASSET MANAGEMENT (US) LLC

1.25M

Mar 31, 26

-1.02M

0.29%

BANK OF MONTREAL /CAN/

1.11M

Mar 31, 26

+261.28K

0.26%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

1.04M

Mar 31, 26

-14.59K

0.24%

PALISADE CAPITAL MANAGEMENT, LP

1.01M

Mar 31, 26

+321.50K

0.24%

Dakota Wealth Management

991.24K

Mar 31, 26

+68.77K

0.23%

TD PRIVATE CLIENT WEALTH LLC

987.73K

Mar 31, 26

+172.45K

0.23%

Sumitomo Mitsui Trust Group, Inc.

987.00K

Mar 31, 26

-107.50K

0.23%

GREENWOOD GEARHART INC

985.45K

Mar 31, 26

+56.47K

0.23%

BENJAMIN EDWARDS INC

982.16K

Mar 31, 26

+443.96K

0.23%

Kestra Advisory Services, LLC

966.22K

Mar 31, 26

+671.45K

0.23%

Cerity Partners LLC

950.86K

Mar 31, 26

+67.90K

0.22%

Zurich Insurance Group Ltd/FI

894.27K

Mar 31, 26

0.21%

CUTLER INVESTMENT COUNSEL LLC

853.09K

Mar 31, 26

+12.65K

0.20%

FIDUCIARY TRUST CO

845.97K

Mar 31, 26

-8.52K

0.20%

Janney Montgomery Scott LLC

826.79K

Mar 31, 26

+30.03K

0.19%

RITHOLTZ WEALTH MANAGEMENT

821.05K

Mar 31, 26

+41.37K

0.19%

Pathstone Holdings, LLC

791.13K

Mar 31, 26

+27.27K

0.18%

PDS Planning, Inc

768.52K

Mar 31, 26

+39.13K

0.18%

Stockman Wealth Management, Inc.

735.70K

Mar 31, 26

+61.56K

0.17%

Clearwater Capital Advisors, LLC

734.45K

Mar 31, 26

-34.80K

0.17%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

729.99K

Mar 31, 26

+56.58K

0.17%

Nelson Capital Management, LLC

724.91K

Mar 31, 26

+64.31K

0.17%

ADVISOR GROUP HOLDINGS, INC.

689.33K

Mar 31, 26

-193.17K

0.16%

Parallel Advisors, LLC

655.47K

Mar 31, 26

+369.28K

0.15%

Schaeffer Financial LLC

649.37K

Mar 31, 26

+39.33K

0.15%

Rockefeller Capital Management L.P.

647.21K

Mar 31, 26

+22.94K

0.15%

MONOGRAPH WEALTH ADVISORS, LLC

636.59K

Mar 31, 26

+71.55K

0.15%

Envestnet Portfolio Solutions, Inc.

620.26K

Mar 31, 26

-8.32K

0.14%

LEAVELL INVESTMENT MANAGEMENT, INC.

602.48K

Mar 31, 26

+50.36K

0.14%

ARKANSAS FINANCIAL GROUP, INC.

589.54K

Mar 31, 26

-10.63K

0.14%

Kovitz Investment Group Partners, LLC

582.93K

Mar 31, 26

+301.37K

0.14%

NewSquare Capital LLC

580.17K

Mar 31, 26

+59.66K

0.14%

Chicago Partners Investment Group LLC

569.76K

Mar 31, 26

+51.10K

0.13%

Prime Capital Investment Advisors, LLC

569.20K

Mar 31, 26

+14.55K

0.13%

STEPHENS INC /AR/

565.74K

Mar 31, 26

-10.27K

0.13%

RENAISSANCE TECHNOLOGIES LLC

544.56K

Mar 31, 26

+456.30K

0.13%

Klaas Financial Asset Advisors, LLC

538.50K

Mar 31, 26

-519.78K

0.13%

Bank of New York Mellon Corp

520.00K

Mar 31, 26

+76.23K

0.12%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

514.90K

Mar 31, 26

-49.20K

0.12%

Resources Investment Advisors, LLC.

508.96K

Mar 31, 26

-18.77K

0.12%

Beacon Pointe Advisors, LLC

500.72K

Mar 31, 26

-17.91K

0.12%

BARTLETT & CO. WEALTH MANAGEMENT LLC

489.82K

Mar 31, 26

-22.19K

0.11%

Baird Financial Group, Inc.

484.58K

Mar 31, 26

+97.06K

0.11%

DT Investment Partners, LLC

477.36K

Mar 31, 26

+2.38K

0.11%

Lutz Financial Services LLC

475.17K

Mar 31, 26

-11.59K

0.11%

Fiduciary Group LLC

473.63K

Mar 31, 26

+21.16K

0.11%

ARCH CAPITAL GROUP LTD.

469.38K

Mar 31, 26

0.11%

AE Wealth Management LLC

453.30K

Mar 31, 26

+167.86K

0.11%

LAZARD ASSET MANAGEMENT LLC

447.44K

Mar 31, 26

+2.52K

0.10%

Courage Miller Partners, LLC

447.31K

Mar 31, 26

+11.43K

0.10%

Blue Fin Capital, Inc.

440.33K

Mar 31, 26

+33.80K

0.10%

Ameliora Wealth Management Ltd.

439.69K

Mar 31, 26

+229.50K

0.10%

FIRST AMERICAN TRUST, FSB

436.89K

Mar 31, 26

+217.51K

0.10%

Strategic Investment Advisors / MI

433.26K

Mar 31, 26

+75.62K

0.10%

BAR HARBOR WEALTH MANAGEMENT

427.55K

Mar 31, 26

+17.84K

0.10%

IFP Advisors, Inc

427.14K

Mar 31, 26

+33.88K

0.10%

JACOBSON & SCHMITT ADVISORS, LLC

414.29K

Mar 31, 26

+13.21K

0.10%

FIRST CITIZENS BANK & TRUST CO

391.98K

Mar 31, 26

+31.95K

0.09%

Creative Planning

390.74K

Mar 31, 26

+66.28K

0.09%

Astoria Strategic Wealth, Inc.

380.83K

Mar 31, 26

+7.67K

0.09%

Northstar Advisory Group, LLC

378.59K

Mar 31, 26

+116.06K

0.09%

GSA CAPITAL PARTNERS LLP

376.01K

Mar 31, 26

+376.01K

0.09%

Amtrust Financial Services, Inc.

367.80K

Mar 31, 26

0.09%

Alley Investment Management Company, LLC

367.45K

Mar 31, 26

+9.35K

0.09%

PRESILIUM PRIVATE WEALTH, LLC

363.88K

Mar 31, 26

+19.48K

0.08%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

346.80K

Mar 31, 26

-8.29K

0.08%

Elevate Capital Advisors, LLC

346.03K

Mar 31, 26

+105.95K

0.08%

GUGGENHEIM CAPITAL LLC

345.31K

Mar 31, 26

+5.23K

0.08%

Steward Partners Investment Advisory, LLC

344.71K

Mar 31, 26

+9.94K

0.08%

Discipline Wealth Solutions, LLC

342.52K

Mar 31, 26

+21.98K

0.08%

ALESCO ADVISORS LLC

339.68K

Mar 31, 26

+56.27K

0.08%

Black Diamond Financial, LLC

338.07K

Mar 31, 26

+33.65K

0.08%

ANCHOR CAPITAL ADVISORS LLC

328.62K

Mar 31, 26

+8.44K

0.08%

Cambridge Investment Research Advisors, Inc.

325.49K

Mar 31, 26

+25.37K

0.08%

Johns Hopkins University

321.90K

Mar 31, 26

0.08%

Gemmer Asset Management LLC

315.76K

Mar 31, 26

+263.73K

0.07%

SRS Capital Advisors, Inc.

302.74K

Mar 31, 26

-616.79K

0.07%

Summit Wealth Partners, LLC

302.65K

Mar 31, 26

+8.54K

0.07%

Ensign Peak Advisors, Inc

300.00K

Mar 31, 26

0.07%

STEPHENS GROUP ASSET MANAGEMENT, LLC

295.11K

Mar 31, 26

-84.63K

0.07%

CVS HEALTH Corp

294.40K

Mar 31, 26

+200.00K

0.07%

CARY STREET PARTNERS FINANCIAL LLC

292.19K

Mar 31, 26

+21.87K

0.07%

Betterment LLC

288.58K

Mar 31, 26

+11.31K

0.07%

Stratos Wealth Partners, LTD.

283.14K

Mar 31, 26

-16.89K

0.07%

CWM, LLC

280.98K

Mar 31, 26

+17.09K

0.07%

Mitsubishi UFJ Trust & Banking Corp

278.77K

Mar 31, 26

0.07%

Summit Financial, LLC

277.61K

Mar 31, 26

-31.31K

0.06%

CHOREO, LLC

274.25K

Mar 31, 26

+72.40K

0.06%

HALL CAPITAL MANAGEMENT CO INC

269.18K

Mar 31, 26

+22.17K

0.06%

ABLE Financial Group, LLC

268.51K

Mar 31, 26

+33.23K

0.06%

Disciplina Capital Management LLC

267.69K

Mar 31, 26

+34.99K

0.06%

Secure Asset Management, LLC

265.75K

Mar 31, 26

+26.68K

0.06%

Bernardo Wealth Planning LLC

265.35K

Mar 31, 26

+7.61K

0.06%

Wharton Business Group, LLC

263.37K

Mar 31, 26

+41.78K

0.06%

TCTC Holdings, LLC

258.78K

Mar 31, 26

-252

0.06%

Fortis Capital Management LLC

257.26K

Mar 31, 26

+191

0.06%

Smithfield Trust Co

256.97K

Mar 31, 26

+19.62K

0.06%

MTC Wealth Management LLC

255.42K

Mar 31, 26

+21.98K

0.06%

Goelzer Investment Management, Inc.

253.72K

Mar 31, 26

+6.74K

0.06%

Smith, Salley & Associates

250.10K

Mar 31, 26

+15.66K

0.06%

NBT BANK N A /NY

244.87K

Mar 31, 26

-1.71K

0.06%

Sigma Planning Corp

239.11K

Mar 31, 26

+8.74K

0.06%

HUNTINGTON NATIONAL BANK

234.47K

Mar 31, 26

-2.37K

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

232.69K

Mar 31, 26

+92.50K

0.05%

ROTHSCHILD INVESTMENT LLC

232.64K

Mar 31, 26

+17.66K

0.05%

D L CARLSON INVESTMENT GROUP INC

232.47K

Mar 31, 26

+34.62K

0.05%

Charter Oak Capital Management, LLC

232.32K

Mar 31, 26

-10.67K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

228.10K

Mar 31, 26

-22.31K

0.05%

FIFTH THIRD BANCORP

227.44K

Mar 31, 26

+78.83K

0.05%

FRANKLIN RESOURCES INC

226.06K

Mar 31, 26

+20.37K

0.05%

SCOTIA CAPITAL INC.

223.52K

Mar 31, 26

+57.46K

0.05%

Galilei Investment Office LLP

214.95K

Mar 31, 26

0.05%

Hilton Capital Management, LLC

213.79K

Mar 31, 26

+8.67K

0.05%

REGIONS FINANCIAL CORP

207.28K

Mar 31, 26

+19.01K

0.05%

Wealth Forward, LLC

206.25K

Mar 31, 26

+2.17K

0.05%

Kiker Wealth Management, LLC

205.92K

Mar 31, 26

+196.71K

0.05%

EQUITABLE TRUST CO

205.82K

Mar 31, 26

+6.02K

0.05%

Ballentine Capital Advisors, Inc

204.58K

Mar 31, 26

+5.81K

0.05%

JANE STREET GROUP, LLC

199.79K

Mar 31, 26

+199.79K

0.05%

JAMES INVESTMENT RESEARCH INC

198.46K

Mar 31, 26

-6.87K

0.05%

NewEdge Advisors, LLC

196.65K

Mar 31, 26

+12.34K

0.05%

Wealthstar Advisors, LLC

190.78K

Mar 31, 26

-946

0.04%

Powers Advisory Group, LLC

189.29K

Mar 31, 26

+10.49K

0.04%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

186.61K

Mar 31, 26

+188

0.04%

Mutual Advisors, LLC

185.50K

Mar 31, 26

-351.13K

0.04%

DELTA ASSET MANAGEMENT LLC/TN

183.97K

Mar 31, 26

-418

0.04%

Waverly Advisors, LLC

182.82K

Mar 31, 26

+2.33K

0.04%

BlueSky Wealth Advisors, LLC

180.97K

Mar 31, 26

-32.32K

0.04%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

178.74K

Mar 31, 26

+2.43K

0.04%

JPL Wealth Management, LLC

170.78K

Mar 31, 26

+9.25K

0.04%

Larson Financial Group LLC

167.88K

Mar 31, 26

-13.41K

0.04%

BURNS J W & CO INC/NY

167.82K

Mar 31, 26

+38.65K

0.04%

1832 Asset Management L.P.

165.09K

Mar 31, 26

-530.73K

0.04%

Atomi Financial Group, Inc.

164.30K

Mar 31, 26

-20.42K

0.04%

DIMENSION CAPITAL MANAGEMENT LLC

161.54K

Mar 31, 26

-2.85K

0.04%

OPPENHEIMER & CO INC

158.56K

Mar 31, 26

+1.16K

0.04%

Crestwood Advisors Group LLC

157.97K

Mar 31, 26

-2.14K

0.04%

TD ASSET MANAGEMENT INC

157.15K

Mar 31, 26

0.04%

Aspen Investment Management Inc

152.00K

Mar 31, 26

+7.46K

0.04%

WOODMONT INVESTMENT COUNSEL LLC

151.41K

Mar 31, 26

-1.35K

0.04%

PROFFITT & GOODSON INC

150.15K

Mar 31, 26

-21.42K

0.04%

JONES FINANCIAL COMPANIES LLLP

150.05K

Mar 31, 26

+42.15K

0.04%

SEMITAM BONAM LLC

148.63K

Mar 31, 26

+9.17K

0.03%

Integrated Wealth Concepts LLC

146.10K

Mar 31, 26

+67.42K

0.03%

BCS Private Wealth Management, Inc.

145.92K

Mar 31, 26

-785

0.03%

SCHRODER INVESTMENT MANAGEMENT GROUP

145.22K

Mar 31, 26

0.03%

SeaBridge Investment Advisors LLC

141.43K

Mar 31, 26

+2.09K

0.03%

Marmo Financial Group, LLC

138.99K

Mar 31, 26

-3.56K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

135.25K

Mar 31, 26

-38.65K

0.03%

Capital Investment Counsel, LLC

135.18K

Mar 31, 26

-757

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

131.66K

Mar 31, 26

-10.44K

0.03%

OPPENHEIMER ASSET MANAGEMENT INC.

130.20K

Mar 31, 26

+13.59K

0.03%

Aptus Capital Advisors, LLC

129.84K

Mar 31, 26

+11.60K

0.03%

HSBC HOLDINGS PLC

127.42K

Mar 31, 26

-10.26K

0.03%

BANK OF NOVA SCOTIA

125.10K

Mar 31, 26

+125.10K

0.03%

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

124.99K

Mar 31, 26

+5.20K

0.03%

Mittelman Wealth Management

124.66K

Mar 31, 26

-11.23K

0.03%

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

124.16K

Mar 31, 26

-4.99K

0.03%

HANCOCK WHITNEY CORP

123.55K

Mar 31, 26

-3.83K

0.03%

Capital Investment Services of America, Inc.

122.62K

Mar 31, 26

-1.81K

0.03%

CROBAN

120.98K

Mar 31, 26

+5.74K

0.03%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

120.59K

Mar 31, 26

-1.15K

0.03%

INVESTMENT PARTNERS, LTD.

119.73K

Mar 31, 26

+6.76K

0.03%

UNITED BANK

118.50K

Mar 31, 26

+14.19K

0.03%

AMARA FINANCIAL, LLC.

116.64K

Mar 31, 26

+10.17K

0.03%

Union Bancaire Privee, UBP SA

112.15K

Mar 31, 26

+3.47K

0.03%

DAVIS R M INC

111.67K

Mar 31, 26

-13.70K

0.03%

Private Advisor Group, LLC

110.28K

Mar 31, 26

-490

0.03%

BLAIR WILLIAM & CO/IL

110.16K

Mar 31, 26

+6.66K

0.03%

Mirae Asset Global Investments Co., Ltd.

109.00K

Mar 31, 26

+4.00K

0.03%

Pinkerton Retirement Specialists, LLC

107.75K

Mar 31, 26

-6.04K

0.03%

TABLEAUX LLC

107.64K

Mar 31, 26

+39.10K

0.03%

Main Management LLC

106.26K

Mar 31, 26

-54.59K

0.02%

Providence Capital Advisors, LLC

106.07K

Mar 31, 26

+4.09K

0.02%

Outlook Wealth Advisors, LLC

106.06K

Mar 31, 26

-10.91K

0.02%

CWA Asset Management Group, LLC

104.78K

Mar 31, 26

-3.50K

0.02%

Meridian Wealth Management, LLC

104.73K

Mar 31, 26

-2.01K

0.02%

Diversified Portfolios, Inc.

102.61K

Mar 31, 26

-66

0.02%

GSB Wealth Management, LLC

101.44K

Mar 31, 26

+5.34K

0.02%

Sanctuary Advisors, LLC

101.32K

Mar 31, 26

-27.32K

0.02%

L. Roy Papp & Associates, LLP

100.14K

Mar 31, 26

+32.53K

0.02%

Crescent Grove Advisors, LLC

99.42K

Mar 31, 26

+5.18K

0.02%

Roundview Capital LLC

98.99K

Mar 31, 26

+448

0.02%

Trinity Legacy Partners, LLC

98.81K

Mar 31, 26

+3.14K

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

96.46K

Mar 31, 26

+13.05K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

96.13K

Mar 31, 26

+32.56K

0.02%

NTV ASSET MANAGEMENT LLC

95.37K

Mar 31, 26

+2.68K

0.02%

Engineers Gate Manager LP

95.12K

Mar 31, 26

+75.92K

0.02%

Polymer Capital Management (US) LLC

95.00K

Mar 31, 26

+95.00K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

94.87K

Mar 31, 26

+17.30K

0.02%

WEST CHESTER CAPITAL ADVISORS, INC

94.40K

Mar 31, 26

-9.48K

0.02%

DEUTSCHE BANK AG\

93.90K

Mar 31, 26

+53

0.02%

Bigelow Investment Advisors, LLC

93.85K

Mar 31, 26

+11.70K

0.02%

GRAYBILL WEALTH MANAGEMENT, LTD.

93.50K

Mar 31, 26

+5.19K

0.02%

BAILARD, INC.

92.82K

Mar 31, 26

-98.45K

0.02%

BECKER CAPITAL MANAGEMENT INC

92.42K

Mar 31, 26

+34.77K

0.02%

Galvin, Gaustad & Stein, LLC

92.21K

Mar 31, 26

-49.68K

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

91.17K

Mar 31, 26

+2.28K

0.02%

Pines Wealth Management, LLC

91.16K

Mar 31, 26

+3.08K

0.02%

Regal Investment Advisors LLC

90.77K

Mar 31, 26

+290

0.02%

Banco Santander, S.A.

90.72K

Mar 31, 26

+14.75K

0.02%

Wealthfront Advisers LLC

89.44K

Mar 31, 26

+15.11K

0.02%

CI Private Wealth, LLC

88.73K

Mar 31, 26

-1.36K

0.02%

Resonant Capital Advisors, LLC

87.86K

Mar 31, 26

-12.66K

0.02%

Ally Invest Advisors Inc.

87.18K

Mar 31, 26

+3.67K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

87.16K

Mar 31, 26

+4.79K

0.02%

Gradient Capital Advisors, LLC

85.56K

Mar 31, 26

-232

0.02%

Bull Street Advisors, LLC

83.11K

Mar 31, 26

-400

0.02%

Catalyst Capital Advisors LLC

82.76K

Mar 31, 26

0.02%

Smartleaf Asset Management LLC

81.79K

Mar 31, 26

+5.56K

0.02%

FOUNDERS GROVE WEALTH PARTNERS, LLC

80.30K

Mar 31, 26

+1.70K

0.02%

EDMOND DE ROTHSCHILD HOLDING S.A.

78.66K

Mar 31, 26

-6.74K

0.02%

HM PAYSON & CO

77.29K

Mar 31, 26

+616

0.02%

SouthState Corp

76.61K

Mar 31, 26

-2.64K

0.02%

DMC Group, LLC

74.92K

Mar 31, 26

-306

0.02%

Ascent Group, LLC

74.90K

Mar 31, 26

+1.10K

0.02%

Apollon Wealth Management, LLC

74.83K

Mar 31, 26

+41.08K

0.02%

Eley Financial Management, Inc

74.42K

Mar 31, 26

+74.42K

0.02%

Investment Advisory Group, LLC

73.24K

Mar 31, 26

+4.07K

0.02%

Mesirow Financial Investment Management, Inc.

72.77K

Mar 31, 26

+21.27K

0.02%

NAPLES GLOBAL ADVISORS, LLC

72.14K

Mar 31, 26

+9.84K

0.02%

Fire Capital Management LLC

71.74K

Mar 31, 26

+12.36K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

70.90K

Mar 31, 26

+11.08K

0.02%

Rathbones Group PLC

69.17K

Mar 31, 26

+6.59K

0.02%

BOKF, NA

68.57K

Mar 31, 26

-1.80K

0.02%

EAGLE GLOBAL ADVISORS LLC

66.09K

Mar 31, 26

-335

0.02%

CORNERSTONE ENTERPRISES, LLC

66.03K

Mar 31, 26

+5.03K

0.02%

VOYA INVESTMENT MANAGEMENT LLC

65.95K

Mar 31, 26

+65.95K

0.02%

Advisory Services Network, LLC

65.66K

Mar 31, 26

+3.64K

0.02%

Independent Advisor Alliance

65.50K

Mar 31, 26

+60.60K

0.02%

SevenBridge Financial Group, LLC

65.42K

Mar 31, 26

-1.30K

0.02%

NOVEM GROUP

64.63K

Mar 31, 26

+1.03K

0.02%

David Kennon Inc

64.06K

Mar 31, 26

+64.06K

0.01%

Toroso Investments, LLC

63.87K

Mar 31, 26

-80.32K

0.01%

Curbstone Financial Management Corp

63.19K

Mar 31, 26

+1.00K

0.01%

IVC Wealth Advisors LLC

63.07K

Mar 31, 26

+2.04K

0.01%

LOWE BROCKENBROUGH & CO INC

62.97K

Mar 31, 26

+2.10K

0.01%

PACES FERRY WEALTH ADVISORS, LLC

62.57K

Mar 31, 26

+15.25K

0.01%

OAK FAMILY ADVISORS, LLC

61.90K

Mar 31, 26

-21.90K

0.01%

HOURGLASS CAPITAL, LLC

61.80K

Mar 31, 26

+61.80K

0.01%

LaFleur & Godfrey LLC

61.64K

Mar 31, 26

+12.65K

0.01%

YHB Investment Advisors, Inc.

61.59K

Mar 31, 26

+2.12K

0.01%

Vestmark Advisory Solutions, Inc.

60.56K

Mar 31, 26

+56.68K

0.01%

Autumn Glory Partners, LLC

60.53K

Mar 31, 26

+35.09K

0.01%

Princeton Global Asset Management LLC

60.34K

Mar 31, 26

+3.89K

0.01%

WELCH & FORBES LLC

60.26K

Mar 31, 26

+1.27K

0.01%

Hudson Portfolio Management LLC

60.05K

Mar 31, 26

+6.17K

0.01%

CABOT WEALTH MANAGEMENT INC

59.74K

Mar 31, 26

+7.42K

0.01%

Cartesian Growth Corp

59.36K

Mar 31, 26

+8.20K

0.01%

CITIGROUP INC

58.38K

Mar 31, 26

-4.40K

0.01%

Robertson Stephens Wealth Management, LLC

58.08K

Mar 31, 26

-1.11K

0.01%

UMB Bank, n.a.

58.05K

Mar 31, 26

-6.93K

0.01%

NEW SOUTH CAPITAL MANAGEMENT INC

57.99K

Mar 31, 26

+765

0.01%

BROWN BROTHERS HARRIMAN & CO

57.30K

Mar 31, 26

+57.30K

0.01%

M Holdings Securities, Inc.

57.20K

Mar 31, 26

+12.69K

0.01%

Maia Wealth LLC

57.08K

Mar 31, 26

+14.11K

0.01%

Ifrah Financial Services, Inc.

57.04K

Mar 31, 26

+14.39K

0.01%

BG Investment Services, Inc.

56.77K

Mar 31, 26

+2.75K

0.01%

MASECO LLP

56.66K

Mar 31, 26

+1.75K

0.01%

Equitable Holdings, Inc.

56.61K

Mar 31, 26

+28.60K

0.01%

WHITTIER TRUST CO

56.27K

Mar 31, 26

-83

0.01%

One Day In July LLC

55.48K

Mar 31, 26

-265

0.01%

Avidian Wealth Solutions, LLC

55.19K

Mar 31, 26

+16.49K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

54.88K

Mar 31, 26

+3.98K

0.01%

TD Waterhouse Canada Inc.

53.12K

Mar 31, 26

+23.99K

0.01%

Concurrent Investment Advisors, LLC

52.97K

Mar 31, 26

+10.60K

0.01%

Wealth Advisors of Tampa Bay, LLC

52.91K

Mar 31, 26

+226

0.01%

DUNCKER STREETT & CO INC

51.83K

Mar 31, 26

-560

0.01%

E&G Advisors, LP

50.83K

Mar 31, 26

0.01%

Aries Wealth Management

50.71K

Mar 31, 26

+818

0.01%

Enclave Advisors LLC

50.49K

Mar 31, 26

-1.05K

0.01%

Integrated Advisors Network LLC

49.73K

Mar 31, 26

-5.61K

0.01%

AlphaCore Capital LLC

49.36K

Mar 31, 26

-2.13K

0.01%

Hilltop Holdings Inc.

48.94K

Mar 31, 26

-435

0.01%

Quaker Capital Investments, LLC

48.70K

Mar 31, 26

+21.70K

0.01%

Sowell Financial Services LLC

47.70K

Mar 31, 26

+3.65K

0.01%

Johnson Bixby & Associates, LLC

47.56K

Mar 31, 26

-12.87K

0.01%

AMG National Trust Bank

47.36K

Mar 31, 26

+3.58K

0.01%

Hirtle Callaghan & Co LLC

46.92K

Mar 31, 26

0.01%

Claro Advisors LLC

46.16K

Mar 31, 26

-1.18K

0.01%

Unified Investment Management

45.91K

Mar 31, 26

+113

0.01%

Sound View Wealth Advisors Group, LLC

45.61K

Mar 31, 26

0.01%

Prospera Financial Services Inc

45.11K

Mar 31, 26

-100

0.01%

ADVISORY RESEARCH INC

44.42K

Mar 31, 26

+7.53K

0.01%

SCS Capital Management LLC

43.97K

Mar 31, 26

+61

0.01%

MGO ONE SEVEN LLC

43.78K

Mar 31, 26

+4.54K

0.01%

CreativeOne Wealth, LLC

43.65K

Mar 31, 26

+23.12K

0.01%

PARK AVENUE SECURITIES LLC

42.44K

Mar 31, 26

-22.03K

0.01%

CIBC Asset Management Inc

41.97K

Mar 31, 26

+965

0.01%

SWEENEY & MICHEL, LLC

41.71K

Mar 31, 26

+1.65K

0.01%

H&H Retirement Design & Management INC

41.30K

Mar 31, 26

+961

0.01%

Trajan Wealth LLC

40.99K

Mar 31, 26

+1.40K

0.01%

RHS Financial, LLC

40.69K

Mar 31, 26

-4.91K

0.01%

Vise Technologies, Inc.

40.68K

Mar 31, 26

0.01%

HOLLENCREST CAPITAL MANAGEMENT

40.02K

Mar 31, 26

+3.59K

0.01%

MMBG INVESTMENT ADVISORS CO.

39.91K

Mar 31, 26

+350

0.01%

Clearstead Advisors, LLC

39.90K

Mar 31, 26

-12.24K

0.01%

Pensionmark Financial Group, LLC

39.84K

Mar 31, 26

-2.41K

0.01%

SlateStone Wealth, LLC

39.61K

Mar 31, 26

+12.41K

0.01%

TILIA FIDUCIARY PARTNERS, INC.

38.77K

Mar 31, 26

-201

0.01%

Steele Capital Management, Inc.

38.67K

Mar 31, 26

+2.14K

0.01%

Strategic Financial Services, Inc,

38.59K

Mar 31, 26

+3.20K

0.01%

Sovereign Financial Group, Inc.

37.97K

Mar 31, 26

+2.93K

0.01%

PRICE T ROWE ASSOCIATES INC /MD/

37.54K

Mar 31, 26

-1.27K

0.01%

Farther Finance Advisors, LLC

37.32K

Mar 31, 26

+4.86K

0.01%

Ridgewood Investments LLC

37.04K

Mar 31, 26

+37.04K

0.01%

MidAtlantic Capital Management, Inc.

36.79K

Mar 31, 26

-17

0.01%

MONEYWISE, INC.

36.47K

Mar 31, 26

+7.99K

0.01%

Arkadios Wealth Advisors

36.25K

Mar 31, 26

+42

0.01%

Snowden Capital Advisors LLC

35.69K

Mar 31, 26

0.01%

COMMERCE BANK

35.64K

Mar 31, 26

+27.95K

0.01%

Cooksen Wealth, LLC

35.39K

Mar 31, 26

+1.27K

0.01%

Calamos Wealth Management LLC

34.78K

Mar 31, 26

+2.58K

0.01%

Calamos Advisors LLC

34.78K

Mar 31, 26

+34.78K

0.01%

Wescott Financial Advisory Group, LLC

34.38K

Mar 31, 26

+3.34K

0.01%

BUCKHEAD CAPITAL MANAGEMENT LLC

34.02K

Mar 31, 26

+127

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

34.00K

Mar 31, 26

-12.75K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

33.61K

Mar 31, 26

+17.02K

0.01%

Berger Financial Group, Inc

33.41K

Mar 31, 26

+518

0.01%

ALLIANZ SE

33.14K

Mar 31, 26

0.01%

COURIER CAPITAL LLC

32.85K

Mar 31, 26

+510

0.01%

Atria Investments, Inc

32.67K

Mar 31, 26

+4.86K

0.01%

Nordwand Advisors, LLC

32.56K

Mar 31, 26

+4.74K

0.01%

Brookstone Capital Management

31.85K

Mar 31, 26

-1.91K

0.01%

Wilshire Advisors LLC

31.80K

Mar 31, 26

-2.27K

0.01%

United Community Bank

31.75K

Mar 31, 26

+31.75K

0.01%

Checchi Capital Advisers, LLC

31.66K

Mar 31, 26

-8.67K

0.01%

Glen Eagle Advisors, LLC

31.49K

Mar 31, 26

-150

0.01%

Kingsview Wealth Management, LLC

31.29K

Mar 31, 26

-274

0.01%

D.A. DAVIDSON & CO.

31.10K

Mar 31, 26

+5.80K

0.01%

Aprio Wealth Management, LLC

30.87K

Mar 31, 26

-2.94K

0.01%

SCHMIDT P J INVESTMENT MANAGEMENT INC

30.39K

Mar 31, 26

+620

0.01%

Sage Advisory Services, Ltd.Co.

30.37K

Mar 31, 26

-6.24K

0.01%

A. D. Beadell Investment Counsel, Inc.

30.10K

Mar 31, 26

0.01%

Coordinated Financial Services, Inc.

29.74K

Mar 31, 26

+1.69K

0.01%

Lido Advisors, LLC

29.42K

Mar 31, 26

-1.44K

0.01%

CITY NATIONAL BANK OF FLORIDA /MSD

29.29K

Mar 31, 26

-8.85K

0.01%

NVWM, LLC

29.09K

Mar 31, 26

-30

0.01%

Compass Ion Advisors, LLC

28.90K

Mar 31, 26

-1.25K

0.01%

Dynasty Wealth Management, LLC

28.81K

Mar 31, 26

-1.18M

0.01%

Leo Wealth, LLC

28.79K

Mar 31, 26

-954

0.01%

Longview Financial Advisors LLC

28.61K

Mar 31, 26

0.01%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

28.60K

Mar 31, 26

-3.00K

0.01%

GWN SECURITIES INC.

28.28K

Mar 31, 26

+317

0.01%

Savvy Advisors, Inc.

28.25K

Mar 31, 26

+10.73K

0.01%

Quotient Wealth Partners, LLC

28.18K

Mar 31, 26

-1.17M

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

28.02K

Mar 31, 26

-4.38K

0.01%

INGALLS & SNYDER LLC

28.02K

Mar 31, 26

-20

0.01%

PINNACLE ASSOCIATES LTD

27.98K

Mar 31, 26

-618

0.01%

WHITE PINE CAPITAL LLC

27.79K

Mar 31, 26

-1.53K

0.01%

FIRST TRUST ADVISORS LP

27.58K

Mar 31, 26

-2.44K

0.01%

Meeder Advisory Services, Inc.

27.57K

Mar 31, 26

-925.43K

0.01%

Premier Path Wealth Partners, LLC

27.28K

Mar 31, 26

+15.63K

0.01%

Cumberland Partners Ltd

26.98K

Mar 31, 26

+1.75K

0.01%

Solstein Capital, LLC

26.79K

Mar 31, 26

-6.34K

0.01%

Kovack Advisors, Inc.

26.70K

Mar 31, 26

-1.52K

0.01%

Woodside Wealth Management LLC

26.49K

Mar 31, 26

+1.06K

0.01%

BINGHAM PRIVATE WEALTH, LLC

26.27K

Mar 31, 26

+2.25K

0.01%

Systelligence, LLC

25.84K

Mar 31, 26

+25.84K

0.01%

Y.D. More Investments Ltd

25.66K

Mar 31, 26

+531

0.01%

Weaver Consulting Group

25.48K

Mar 31, 26

-1.13K

0.01%

WHITTIER TRUST CO OF NEVADA INC

25.44K

Mar 31, 26

-5

0.01%

Plancorp, LLC

25.32K

Mar 31, 26

+973

0.01%

Rehmann Capital Advisory Group

24.52K

Mar 31, 26

-890

0.01%

Jaffetilchin Investment Partners, LLC

24.49K

Mar 31, 26

+2.76K

0.01%

Pacific Point Advisors, LLC

24.23K

Mar 31, 26

0.01%

SWP FINANCIAL LLC

24.04K

Mar 31, 26

+6.27K

0.01%

FORTE ASSET MANAGEMENT LLC

23.94K

Mar 31, 26

-1.25K

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

23.77K

Mar 31, 26

-94

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

23.72K

Mar 31, 26

+1.57K

0.01%

Peregrine Asset Advisers, Inc.

23.65K

Mar 31, 26

-74

0.01%

Apex Wealth Management, LLC

23.25K

Mar 31, 26

+23.25K

0.01%

Advisor OS, LLC

23.00K

Mar 31, 26

+36

0.01%

PEOPLES BANK /OH

22.92K

Mar 31, 26

+199

0.01%

Spire Wealth Management

22.80K

Mar 31, 26

+1.02K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

22.50K

Mar 31, 26

+22.50K

0.01%

FLAGSTAR ADVISORS INC.

22.46K

Mar 31, 26

-1.02K

0.01%

Brinker Capital Investments, LLC

22.43K

Mar 31, 26

-220.37K

0.01%

Independent Solutions Wealth Management, LLC

22.42K

Mar 31, 26

+17.20K

0.01%

EverSource Wealth Advisors, LLC

21.93K

Mar 31, 26

+5.55K

0.01%

NWAM LLC

21.85K

Mar 31, 26

-86

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

21.63K

Mar 31, 26

-1.19K

0.01%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

21.53K

Mar 31, 26

+21.53K

0.01%

IEQ CAPITAL, LLC

21.48K

Mar 31, 26

+15.70K

0.01%

PROTECTIVE LIFE CORP

20.83K

Mar 31, 26

+20.83K

0.00%

Garde Capital, Inc.

20.74K

Mar 31, 26

+20.74K

0.00%

Catalytic Wealth RIA, LLC

20.71K

Mar 31, 26

+3.97K

0.00%

Traub Capital Management LLC

20.60K

Mar 31, 26

0.00%

Midwest Trust Co

20.06K

Mar 31, 26

+1.20K

0.00%

RED CEDAR INVESTMENT MANAGEMENT, LLC

19.91K

Mar 31, 26

0.00%

Bear Mountain Capital, Inc.

19.90K

Mar 31, 26

-335

0.00%

Koshinski Asset Management, Inc.

19.81K

Mar 31, 26

+298

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

19.55K

Mar 31, 26

-41.10K

0.00%

American Institute for Advanced Investment Management, LLP

19.51K

Mar 31, 26

+929

0.00%

BURKE & HERBERT BANK & TRUST CO

19.22K

Mar 31, 26

+350

0.00%

Quantinno Capital Management LP

19.15K

Mar 31, 26

+8.47K

0.00%

Powerhouse Assets LLC

18.98K

Mar 31, 26

+2.33K

0.00%

Saiph Capital, LLC

18.88K

Mar 31, 26

-331

0.00%

ZACKS INVESTMENT MANAGEMENT

18.87K

Mar 31, 26

+158

0.00%

Beaumont Financial Advisors, LLC

18.45K

Mar 31, 26

+3.86K

0.00%

Capital Investment Advisors, LLC

18.40K

Mar 31, 26

-791

0.00%

BESSEMER GROUP INC

18.29K

Mar 31, 26

+12.59K

0.00%

JOHNSON INVESTMENT COUNSEL INC

18.25K

Mar 31, 26

+18.25K

0.00%

Compagnie Lombard Odier SCmA

18.14K

Mar 31, 26

+3.51K

0.00%

XY Planning Network, Inc.

18.12K

Mar 31, 26

-592

0.00%

Stelac Advisory Services LLC

17.96K

Mar 31, 26

+17.96K

0.00%

BRYN MAWR TRUST Co

17.79K

Mar 31, 26

-146

0.00%

White Lighthouse Investment Management Inc.

17.75K

Mar 31, 26

+160

0.00%

Keel Point, LLC

17.60K

Mar 31, 26

-1.15K

0.00%

Modern Wealth Management, LLC

17.51K

Mar 31, 26

+2.39K

0.00%

STRATEGY ASSET MANAGERS LLC

17.30K

Mar 31, 26

+98

0.00%

Rockbridge Investment Management, LCC

17.26K

Mar 31, 26

-141

0.00%

Mount Lucas Management LP

17.16K

Mar 31, 26

+1.54K

0.00%

Geneos Wealth Management Inc.

17.12K

Mar 31, 26

+1.01K

0.00%

Savant Capital, LLC

17.12K

Mar 31, 26

-7.73K

0.00%

PFG Investments, LLC

17.10K

Mar 31, 26

+21

0.00%

PALLADIEM, LLC

17.05K

Mar 31, 26

-8

0.00%

GRAND WEALTH MANAGEMENT, LLC

16.94K

Mar 31, 26

0.00%

Equita Financial Network, Inc.

16.91K

Mar 31, 26

-267

0.00%

CITADEL ADVISORS LLC

16.89K

Mar 31, 26

-413.18K

0.00%

UNION SAVINGS BANK

16.67K

Mar 31, 26

+641

0.00%

Allie Family Office LLC

16.64K

Mar 31, 26

+1.00K

0.00%

First Washington CORP

16.62K

Mar 31, 26

-14.80K

0.00%

Western Wealth Management, LLC

16.59K

Mar 31, 26

-46.29K

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

16.45K

Mar 31, 26

-1.64K

0.00%

Perigon Wealth Management, LLC

16.39K

Mar 31, 26

-2.62K

0.00%

FDx Advisors, Inc.

16.04K

Mar 31, 26

-2.29K

0.00%

CALTON & ASSOCIATES, INC.

16.00K

Mar 31, 26

+1.81K

0.00%

FIL Ltd

15.95K

Mar 31, 26

0.00%

SkyOak Wealth, LLC

15.91K

Mar 31, 26

+1.17K

0.00%

Strategic Wealth Partners, Ltd.

15.91K

Mar 31, 26

-5.44K

0.00%

Cornerstone Advisory, LLC

15.80K

Mar 31, 26

+15.80K

0.00%

McKinley Carter Wealth Services, Inc.

15.76K

Mar 31, 26

-3.89K

0.00%

KDT Advisors, LLC

15.72K

Mar 31, 26

0.00%

Great Diamond Partners, LLC

15.66K

Mar 31, 26

-142

0.00%

Phoenix Holdings Ltd.

15.60K

Mar 31, 26

+600

0.00%

Cloud Capital Management, LLC

15.60K

Mar 31, 26

+2.19K

0.00%

PRINCIPAL SECURITIES, INC.

15.55K

Mar 31, 26

+1.10K

0.00%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

15.53K

Mar 31, 26

+1.49K

0.00%

Northeast Financial Group, Inc.

15.47K

Mar 31, 26

-1.48K

0.00%

WULFF, HANSEN & CO.

15.26K

Mar 31, 26

-540

0.00%

LVW Advisors, LLC

15.16K

Mar 31, 26

+3.40K

0.00%

WATERS PARKERSON & CO., LLC

15.14K

Mar 31, 26

-165

0.00%

BANK HAPOALIM BM

15.06K

Mar 31, 26

+1.68K

0.00%

Sequoia Financial Advisors, LLC

15.03K

Mar 31, 26

-9.79K

0.00%

Pekin Hardy Strauss, Inc.

14.99K

Mar 31, 26

+200

0.00%

Cardinal Capital Management

14.77K

Mar 31, 26

0.00%

Rossmore Private Capital

14.69K

Mar 31, 26

-46

0.00%

Belpointe Asset Management LLC

14.45K

Mar 31, 26

+8.82K

0.00%

Strategic Advocates LLC

13.99K

Mar 31, 26

-323.27K

0.00%

Fonville Wealth Management LLC

13.89K

Mar 31, 26

-807

0.00%

SAGE FINANCIAL GROUP INC

13.68K

Mar 31, 26

-11.51K

0.00%

Clearstead Trust, LLC

13.58K

Mar 31, 26

+8.73K

0.00%

Forum Private Client Group LLC

13.51K

Mar 31, 26

-492

0.00%

Maridea Wealth Management LLC

13.50K

Mar 31, 26

+1.18K

0.00%

Cypress Capital Group

13.44K

Mar 31, 26

+6.55K

0.00%

RFG Advisory, LLC

13.34K

Mar 31, 26

+183

0.00%

Peloton Wealth Strategists

13.33K

Mar 31, 26

+1.46K

0.00%

LAZARI CAPITAL MANAGEMENT, INC.

13.32K

Mar 31, 26

-256

0.00%

BOSTON FAMILY OFFICE LLC

13.27K

Mar 31, 26

-208

0.00%

Fiduciary Alliance LLC

13.15K

Mar 31, 26

+310

0.00%

Bryn Mawr Capital Management, LLC

13.12K

Mar 31, 26

-3.56K

0.00%

Curtis Advisory Group, LLC

13.01K

Mar 31, 26

+764

0.00%

HB Wealth Management, LLC

12.87K

Mar 31, 26

-131

0.00%

TAGStone Capital, Inc.

12.76K

Mar 31, 26

+3.85K

0.00%

ARK & TLK INVESTMENTS, LLC

12.69K

Mar 31, 26

0.00%

Verdence Capital Advisors LLC

12.66K

Mar 31, 26

+726

0.00%

Laurel Wealth Advisors LLC

12.51K

Mar 31, 26

+2.25K

0.00%

WESBANCO BANK INC

12.37K

Mar 31, 26

+526

0.00%

NATIXIS ADVISORS, L.P.

12.35K

Mar 31, 26

+12.35K

0.00%

INSIGNEO ADVISORY SERVICES, LLC

12.26K

Mar 31, 26

+880

0.00%

Sage Mountain Advisors LLC

12.15K

Mar 31, 26

+12.15K

0.00%

BankPlus Trust Department

12.07K

Mar 31, 26

-256

0.00%

Alpha Financial Partners, LLC

12.05K

Mar 31, 26

+90

0.00%

True North Advisors, LLC

11.91K

Mar 31, 26

+11.91K

0.00%

Strategic Blueprint, LLC

11.74K

Mar 31, 26

-76

0.00%

Sentinus, LLC

11.71K

Mar 31, 26

0.00%

BEACON FINANCIAL GROUP

11.70K

Mar 31, 26

-77.99K

0.00%

Guidance Point Advisors, LLC

11.68K

Mar 31, 26

+5.49K

0.00%

MFA WEALTH ADVISORS, LLC

11.61K

Mar 31, 26

-2.96K

0.00%

FIRST MANHATTAN CO. LLC.

11.57K

Mar 31, 26

+2.35K

0.00%

F/M Investments LLC

11.49K

Mar 31, 26

-14.08K

0.00%

HARBOUR INVESTMENTS, INC.

11.42K

Mar 31, 26

-713

0.00%

May Barnhard Investments LLC

11.39K

Mar 31, 26

-1.90K

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

11.39K

Mar 31, 26

+72

0.00%

Rock Creek Group, LP

11.35K

Mar 31, 26

0.00%

Stonehage Fleming Financial Services Holdings Ltd

11.34K

Mar 31, 26

0.00%

WEDBUSH SECURITIES INC

11.31K

Mar 31, 26

-44

0.00%

Lewis Asset Management, LLC

11.07K

Mar 31, 26

+60

0.00%

Octavia Wealth Advisors, LLC

11.06K

Mar 31, 26

-1.17K

0.00%

WBH ADVISORY INC

11.05K

Mar 31, 26

+6.41K

0.00%

Wingate Wealth Advisors, Inc.

11.03K

Mar 31, 26

+81

0.00%

Roger Wittlin Investment Advisory, LLC

10.86K

Mar 31, 26

-620

0.00%

SAGESPRING WEALTH PARTNERS, LLC

10.84K

Mar 31, 26

+2.18K

0.00%

Acorn Wealth Advisors, LLC

10.69K

Mar 31, 26

-2.27K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

10.67K

Mar 31, 26

+1.56K

0.00%

Dodds Wealth, LLC

10.60K

Mar 31, 26

0.00%

Cyndeo Wealth Partners, LLC

10.46K

Mar 31, 26

+2.69K

0.00%

Rialto Wealth Management, LLC

10.36K

Mar 31, 26

-304

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

10.26K

Mar 31, 26

0.00%

Essex Financial Services, Inc.

10.15K

Mar 31, 26

0.00%

CIBC WORLD MARKET INC.

10.07K

Mar 31, 26

0.00%

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

10.05K

Mar 31, 26

+753

0.00%

1492 Capital Management LLC

10.05K

Mar 31, 26

+899

0.00%

NBC SECURITIES, INC.

9.95K

Mar 31, 26

+349

0.00%

U.S. Capital Wealth Advisors, LLC

9.92K

Mar 31, 26

0.00%

FINANCIAL LIFE ADVISORS

9.89K

Mar 31, 26

-3.52K

0.00%

Patriot Financial Group Insurance Agency, LLC

9.88K

Mar 31, 26

+4.80K

0.00%

Wealth Advisory Solutions, LLC

9.86K

Mar 31, 26

-60

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

9.82K

Mar 31, 26

-1.37K

0.00%

FIRST UNITED BANK & TRUST

9.78K

Mar 31, 26

+2.18K

0.00%

Ninety One UK Ltd

9.57K

Mar 31, 26

0.00%

Brucke Financial, Inc.

9.52K

Mar 31, 26

+1.19K

0.00%

Clarendon Private LLC

9.45K

Mar 31, 26

+431

0.00%

Advyzon Investment Management, LLC

9.30K

Mar 31, 26

+4.43K

0.00%

MA Private Wealth

9.24K

Mar 31, 26

-757

0.00%

Argent Trust Co

9.17K

Mar 31, 26

+9.17K

0.00%

NATIONAL BANK OF CANADA /FI/

9.17K

Mar 31, 26

-43.96K

0.00%

Asset Allocation & Management Company, LLC

9.14K

Mar 31, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

9.12K

Mar 31, 26

-3.02K

0.00%

American Financial Advisors, LLC

9.09K

Mar 31, 26

-801

0.00%

Genesis Wealth Advisors, LLC

9.08K

Mar 31, 26

-30

0.00%

NewEdge Wealth, LLC

9.05K

Mar 31, 26

-2.18K

0.00%

Cherry Tree Wealth Management, LLC

9.05K

Mar 31, 26

+47

0.00%

CULLEN/FROST BANKERS, INC.

9.00K

Mar 31, 26

+7.77K

0.00%

BankPlus Wealth Management LLC

8.90K

Mar 31, 26

+2.31K

0.00%

Two West Capital Advisors LLC

8.87K

Mar 31, 26

+853

0.00%

Golden State Wealth Management, LLC

8.81K

Mar 31, 26

-1.93K

0.00%

Voya Financial Advisors, Inc.

8.80K

Mar 31, 26

+765

0.00%

Adviser Investments LLC

8.69K

Mar 31, 26

0.00%

GARRISON POINT ADVISORS, LLC

8.60K

Mar 31, 26

0.00%

Dana Investment Advisors, Inc.

8.56K

Mar 31, 26

-963

0.00%

Successful Portfolios LLC

8.48K

Mar 31, 26

0.00%

BURLING WEALTH PARTNERS, LLC

8.47K

Mar 31, 26

0.00%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

8.44K

Mar 31, 26

-1.67K

0.00%

MetLife Investment Management, LLC

8.40K

Mar 31, 26

0.00%

WealthBridge Capital Management, LLC

8.40K

Mar 31, 26

-484

0.00%

Legacy Bridge, LLC

8.38K

Mar 31, 26

0.00%

Rockwood Wealth Management, LLC

8.33K

Mar 31, 26

0.00%

CFM WEALTH PARTNERS LLC

8.29K

Mar 31, 26

0.00%

HEADINVEST, LLC

8.27K

Mar 31, 26

+1.25K

0.00%

Ancora Advisors, LLC

8.18K

Mar 31, 26

+555

0.00%

Marathon Strategic Advisors, LLC

8.14K

Mar 31, 26

-512

0.00%

Merit Financial Group, LLC

8.12K

Mar 31, 26

-966

0.00%

Paradigm Financial Partners, LLC

8.09K

Mar 31, 26

-20.45K

0.00%

Foundations Investment Advisors, LLC

8.07K

Mar 31, 26

+2.39K

0.00%

Proactive Wealth Strategies LLC

8.03K

Mar 31, 26

+4.04K

0.00%

Cito Capital Group, LLC

8.00K

Mar 31, 26

0.00%

Capital Advisors Wealth Management, LLC

7.93K

Mar 31, 26

+25

0.00%

Elyxium Wealth, LLC

7.91K

Mar 31, 26

0.00%

Capital Analysts, LLC

7.91K

Mar 31, 26

-246

0.00%

Edgestream Partners, L.P.

7.84K

Mar 31, 26

-17.79K

0.00%

PACIFIC FINANCIAL GROUP INC

7.73K

Mar 31, 26

-604

0.00%

EXENCIAL WEALTH ADVISORS, LLC

7.72K

Mar 31, 26

0.00%

PKS Advisory Services, LLC

7.67K

Mar 31, 26

+562

0.00%

RMR Wealth Builders

7.51K

Mar 31, 26

-114

0.00%

Dorsey & Whitney Trust CO LLC

7.51K

Mar 31, 26

-21

0.00%

GTS SECURITIES LLC

7.50K

Mar 31, 26

-15.62K

0.00%

TCFG WEALTH MANAGEMENT, LLC

7.43K

Mar 31, 26

+42

0.00%

American Trust

7.33K

Mar 31, 26

+76

0.00%

Invst, LLC

7.32K

Mar 31, 26

-199

0.00%

StoneX Group Inc.

7.30K

Mar 31, 26

+7.30K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

7.26K

Mar 31, 26

-588

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

7.25K

Mar 31, 26

-827

0.00%

Panoramic Capital Partners, LLC

7.20K

Mar 31, 26

+14

0.00%

PFG Advisors

7.17K

Mar 31, 26

-158.59K

0.00%

TRUEFG, LLC

7.07K

Mar 31, 26

+59

0.00%

Winthrop Advisory Group LLC

7.07K

Mar 31, 26

+26

0.00%

Choate Investment Advisors

7.06K

Mar 31, 26

+41

0.00%

Brookwood Investment Group LLC

6.95K

Mar 31, 26

0.00%

Patten Group, Inc.

6.93K

Mar 31, 26

-78

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

6.91K

Mar 31, 26

+5.73K

0.00%

Mattson Financial Services, LLC

6.88K

Mar 31, 26

+220

0.00%

Peak Retirement Planning, Inc.

6.86K

Mar 31, 26

-1.84K

0.00%

Value Partners Investments Inc.

6.83K

Mar 31, 26

0.00%

HOHIMER WEALTH MANAGEMENT, LLC

6.78K

Mar 31, 26

-365

0.00%

GEN Financial Management, INC.

6.75K

Mar 31, 26

0.00%

Highview Capital Management LLC/DE/

6.73K

Mar 31, 26

-23

0.00%

Trek Financial, LLC

6.69K

Mar 31, 26

+1.44K

0.00%

McAdam, LLC

6.66K

Mar 31, 26

-1.82K

0.00%

TWO SIGMA SECURITIES, LLC

6.65K

Mar 31, 26

-30.76K

0.00%

ASPIRIANT, LLC

6.60K

Mar 31, 26

-150

0.00%

RFG - Bristol Wealth Advisors, LLC

6.58K

Mar 31, 26

-364

0.00%

Seascape Capital Management

6.56K

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

6.50K

Mar 31, 26

+626

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

6.43K

Mar 31, 26

+158

0.00%

BTG Pactual Asset Management US LLC

6.41K

Mar 31, 26

0.00%

SEAMOUNT FINANCIAL GROUP INC

6.40K

Mar 31, 26

+1.31K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

6.39K

Mar 31, 26

+6.39K

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.38K

Mar 31, 26

-2.04K

0.00%

Heartwood Wealth Advisors LLC

6.37K

Mar 31, 26

+150

0.00%

Keystone Financial Group, Inc.

6.33K

Mar 31, 26

+47

0.00%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

6.33K

Mar 31, 26

-1.60K

0.00%

Sunbelt Securities, Inc.

6.30K

Mar 31, 26

-557

0.00%

Clear Creek Financial Management, LLC

6.29K

Mar 31, 26

+1.38K

0.00%

Edgemoor Investment Advisors, Inc.

6.22K

Mar 31, 26

+283

0.00%

Sanibel Captiva Trust Company, Inc.

6.12K

Mar 31, 26

+191

0.00%

Cheviot Value Management, LLC

6.08K

Mar 31, 26

+475

0.00%

Golden State Equity Partners

6.06K

Mar 31, 26

+1.98K

0.00%

Rede Wealth, LLC

6.02K

Mar 31, 26

+597

0.00%

Higgins & Schmidt Wealth Strategies LLC

5.99K

Mar 31, 26

+5.99K

0.00%

Fortis Capital Advisors, LLC

5.93K

Mar 31, 26

+298

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

5.91K

Mar 31, 26

+5.91K

0.00%

Destiny Capital Corp/CO

5.89K

Mar 31, 26

-239

0.00%

Apollon Financial, LLC

5.86K

Mar 31, 26

+5.86K

0.00%

Hoxton Planning & Management, LLC

5.82K

Mar 31, 26

0.00%

GRIMES & COMPANY, INC.

5.74K

Mar 31, 26

-199

0.00%

Verum Partners LLC

5.73K

Mar 31, 26

-2.48K

0.00%

Americana Partners, LLC

5.73K

Mar 31, 26

0.00%

Intergy Private Wealth, LLC

5.73K

Mar 31, 26

+106

0.00%

Parkside Financial Bank & Trust

5.71K

Mar 31, 26

0.00%

IHT Wealth Management, LLC

5.67K

Mar 31, 26

+257

0.00%

Pinnacle Wealth Planning Services, Inc.

5.58K

Mar 31, 26

0.00%

ORLEANS CAPITAL MANAGEMENT CORP/LA

5.56K

Mar 31, 26

0.00%

Gateway Wealth Partners, LLC

5.54K

Mar 31, 26

+5.54K

0.00%

Tandem Investment Partners LLC

5.52K

Mar 31, 26

+398

0.00%

SUMMIT WEALTH GROUP LLC / CO

5.52K

Mar 31, 26

+5.52K

0.00%

Squarepoint Ops LLC

5.51K

Mar 31, 26

+5.51K

0.00%

WOODWARD DIVERSIFIED CAPITAL, LLC

5.51K

Mar 31, 26

-542

0.00%

waypoint wealth counsel

5.49K

Mar 31, 26

0.00%

Cresset Asset Management, LLC

5.48K

Mar 31, 26

-3.50K

0.00%

Evanson Asset Management, LLC

5.48K

Mar 31, 26

+41

0.00%

CENTRAL VALLEY ADVISORS, LLC

5.46K

Mar 31, 26

+5.46K

0.00%

TD Capital Management LLC

5.45K

Mar 31, 26

0.00%

Orca Wealth Management, LLC

5.44K

Mar 31, 26

+5.44K

0.00%

Bayshore Capital Advisors, LLC

5.36K

Mar 31, 26

0.00%

Annis Gardner Whiting Capital Advisors, LLC

5.35K

Mar 31, 26

+684

0.00%

Seelaus Asset Management LLC

5.33K

Mar 31, 26

-1.22K

0.00%

Buckingham Strategic Partners

5.30K

Mar 31, 26

-11.64K

0.00%

Integrated Investment Consultants, LLC

5.29K

Mar 31, 26

-170

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

5.27K

Mar 31, 26

-171

0.00%

Ignite Planners, LLC

5.25K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

5.25K

Mar 31, 26

+3.71K

0.00%

JOURNEY STRATEGIC WEALTH LLC

5.24K

Mar 31, 26

+5.24K

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

5.22K

Mar 31, 26

0.00%

Stonebridge Financial Planning Group, LLC

5.22K

Mar 31, 26

+5.22K

0.00%

Townsend & Associates, Inc

5.17K

Mar 31, 26

-288

0.00%

Warwick Investment Management, Inc.

5.17K

Mar 31, 26

+5.17K

0.00%

Grey Fox Wealth Advisors, LLC

5.16K

Mar 31, 26

-581

0.00%

PLIMOTH TRUST CO LLC

5.13K

Mar 31, 26

0.00%

Lifeworks Advisors, LLC

5.11K

Mar 31, 26

-716

0.00%

Disciplined Investments, LLC

5.09K

Mar 31, 26

0.00%

Insight Wealth Partners, LLC

5.06K

Mar 31, 26

+43

0.00%

KPP Advisory Services LLC

5.01K

Mar 31, 26

-2.65K

0.00%

Black Maple Capital Management LP

5.00K

Mar 31, 26

0.00%

4J Wealth Management LLC

5.00K

Mar 31, 26

+290

0.00%

ST GERMAIN D J CO INC

4.96K

Mar 31, 26

0.00%

DAVIDSON INVESTMENT ADVISORS

4.96K

Mar 31, 26

+4.96K

0.00%

HERITAGE INVESTORS MANAGEMENT CORP

4.94K

Mar 31, 26

+510

0.00%

DAYMARK WEALTH PARTNERS, LLC

4.94K

Mar 31, 26

0.00%

Tanager Wealth Management LLP

4.93K

Mar 31, 26

-723

0.00%

Richardson Capital Management LLC

4.90K

Mar 31, 26

0.00%

Kestra Investment Management, LLC

4.88K

Mar 31, 26

-350.64K

0.00%

Accurate Wealth Management, LLC

4.87K

Mar 31, 26

+289

0.00%

Atlantic Edge Private Wealth Management, LLC

4.87K

Mar 31, 26

-1.20K

0.00%

Vermillion & White Wealth Management Group, LLC

4.85K

Mar 31, 26

0.00%

Cascade Wealth Advisors, Inc

4.84K

Mar 31, 26

+73

0.00%

Concord Wealth Partners

4.79K

Mar 31, 26

-172

0.00%

Brick & Kyle, Associates

4.70K

Mar 31, 26

+4.70K

0.00%

D. E. Shaw & Co., Inc.

4.70K

Mar 31, 26

0.00%

J. L. Bainbridge & Co., Inc.

4.69K

Mar 31, 26

-876

0.00%

Cerro Pacific Wealth Advisors LLC

4.69K

Mar 31, 26

0.00%

Glass Jacobson Investment Advisors llc

4.60K

Mar 31, 26

-596

0.00%

FourThought Financial Partners, LLC

4.53K

Mar 31, 26

0.00%

MIDDLETON & CO INC/MA

4.51K

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

4.47K

Mar 31, 26

+14

0.00%

Hexagon Capital Partners LLC

4.47K

Mar 31, 26

+4.47K

0.00%

WEST MICHIGAN ADVISORS, LLC

4.41K

Mar 31, 26

-1.30K

0.00%

eCIO, Inc.

4.39K

Mar 31, 26

+102

0.00%

Valmark Advisers, Inc.

4.39K

Mar 31, 26

-303

0.00%

Compton Financial Group, LLC

4.39K

Mar 31, 26

-908

0.00%

Sovran Advisors, LLC

4.37K

Mar 31, 26

-1.01K

0.00%

Navigoe, LLC

4.25K

Mar 31, 26

+189

0.00%

Relyea Zuckerberg Hanson LLC

4.24K

Mar 31, 26

+24

0.00%

Pinnacle Wealth Management Advisory Group, LLC

4.20K

Mar 31, 26

+4.20K

0.00%

Front Row Advisors LLC

4.19K

Mar 31, 26

0.00%

Portland Financial Advisors Inc

4.19K

Mar 31, 26

0.00%

Allworth Financial LP

4.18K

Mar 31, 26

+873

0.00%

SimpliFi, Inc.

4.15K

Mar 31, 26

+31

0.00%

First Affirmative Financial Network

4.13K

Mar 31, 26

+4.13K

0.00%

GAMCO INVESTORS, INC. ET AL

4.12K

Mar 31, 26

-300

0.00%

Legacy Capital Group California, Inc.

4.09K

Mar 31, 26

+4.09K

0.00%

M&T BANK CORP

4.07K

Mar 31, 26

+4.07K

0.00%

Csenge Advisory Group

4.03K

Mar 31, 26

+4.03K

0.00%

Avise Financial Cooperative, Inc.

4.03K

Mar 31, 26

+29

0.00%

Ipswich Investment Management Co., Inc.

4.00K

Mar 31, 26

0.00%

PCG Wealth Advisors, LLC

4.00K

Mar 31, 26

0.00%

AA Financial Advisors, LLC

3.99K

Mar 31, 26

-82

0.00%

SIMON QUICK ADVISORS, LLC

3.99K

Mar 31, 26

+3.99K

0.00%

AQR CAPITAL MANAGEMENT LLC

3.97K

Mar 31, 26

+3.97K

0.00%

FIRST HORIZON CORP

3.96K

Mar 31, 26

+649

0.00%

Martin Capital Advisors, LLP

3.96K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

3.94K

Mar 31, 26

-174

0.00%

MBL Wealth, LLC

3.93K

Mar 31, 26

-200

0.00%

New World Advisors LLC

3.90K

Mar 31, 26

-17.76K

0.00%

CENTAURUS FINANCIAL, INC.

3.88K

Mar 31, 26

-787

0.00%

Gryphon Financial Partners LLC

3.84K

Mar 31, 26

0.00%

Clarion Wealth Managment Partners, LLC

3.81K

Mar 31, 26

0.00%

Alaska Permanent Capital Management

3.75K

Mar 31, 26

0.00%

Financial Perspectives, Inc

3.52K

Mar 31, 26

+23

0.00%

HIGHLINE WEALTH PARTNERS LLC

3.46K

Mar 31, 26

+2.46K

0.00%

Colonial Trust Advisors

3.40K

Mar 31, 26

+1.00K

0.00%

Ameritas Investment Partners, Inc.

3.38K

Mar 31, 26

-19

0.00%

Archer Investment Corp

3.35K

Mar 31, 26

0.00%

CVA Family Office, LLC

3.26K

Mar 31, 26

+50

0.00%

Bogart Wealth, LLC

3.24K

Mar 31, 26

+2.00K

0.00%

Transamerica Financial Advisors, Inc.

3.14K

Mar 31, 26

+481

0.00%

Crews Bank & Trust

2.92K

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

2.86K

Mar 31, 26

0.00%

MATHER GROUP, LLC.

2.70K

Mar 31, 26

+2.70K

0.00%

AlphaCentric Advisors LLC

2.51K

Mar 31, 26

+297

0.00%

AMERIFLEX GROUP, INC.

2.35K

Mar 31, 26

-1.73K

0.00%

Rossby Financial, LCC

2.30K

Mar 31, 26

+871

0.00%

EPG Wealth Management LLC

2.24K

Mar 31, 26

0.00%

Colonial Trust Co / SC

2.17K

Mar 31, 26

-24

0.00%

SBI Securities Co., Ltd.

2.16K

Mar 31, 26

+1.24K

0.00%

AdvisorNet Financial, Inc

2.09K

Mar 31, 26

-33.64K

0.00%

SOUTH PLAINS FINANCIAL, INC.

2.08K

Mar 31, 26

0.00%

Armor Investment Advisors, LLC

2.02K

Mar 31, 26

0.00%

CENTRAL TRUST Co

2.01K

Mar 31, 26

-609

0.00%

Pinnacle Bancorp, Inc.

1.97K

Mar 31, 26

0.00%

Acropolis Investment Management, LLC

1.97K

Mar 31, 26

+1.97K

0.00%

Steigerwald, Gordon & Koch Inc.

1.95K

Mar 31, 26

0.00%

Mascoma Wealth Management LLC

1.79K

Mar 31, 26

-261

0.00%

High Note Wealth, LLC

1.71K

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

1.70K

Mar 31, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

1.62K

Mar 31, 26

+1.62K

0.00%

ELEVATE WEALTH ADVISORY, INC

1.53K

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

1.47K

Mar 31, 26

0.00%

Park Place Capital Corp

1.28K

Mar 31, 26

-3.35K

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.27K

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

1.27K

Mar 31, 26

+901

0.00%

Security National Bank

1.25K

Mar 31, 26

0.00%

BARD ASSOCIATES INC

1.17K

Mar 31, 26

-13

0.00%

Merkkuri Wealth Advisors LLC

1.17K

Mar 31, 26

+1.17K

0.00%

Atlantic Union Bankshares Corp

1.17K

Mar 31, 26

0.00%

HALLMARK CAPITAL MANAGEMENT INC

1.15K

Mar 31, 26

+40

0.00%

Founders Financial Alliance, LLC

1.13K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

1.09K

Mar 31, 26

-605

0.00%

Founders Capital Management

1.04K

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

1.04K

Mar 31, 26

+1.04K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.02K

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

997

Mar 31, 26

0.00%

Key FInancial Inc

993

Mar 31, 26

+14

0.00%

Rice Partnership, LLC

979

Mar 31, 26

0.00%

KELLEHER FINANCIAL ADVISORS

960

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

956

Mar 31, 26

-1.36K

0.00%

Tidemark, LLC

948

Mar 31, 26

0.00%

First PREMIER Bank

903

Mar 31, 26

0.00%

PITTENGER & ANDERSON INC

888

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

860

Mar 31, 26

+860

0.00%

Darwin Wealth Management, LLC

851

Mar 31, 26

0.00%

Migdal Insurance & Financial Holdings Ltd.

821

Mar 31, 26

0.00%

Kennebec Savings Bank

809

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

800

Mar 31, 26

+800

0.00%

BARRETT & COMPANY, INC.

800

Mar 31, 26

0.00%

Bank of New Hampshire

753

Mar 31, 26

+63

0.00%

Copia Wealth Management

740

Mar 31, 26

-3

0.00%

Westfuller Advisors, LLC

734

Mar 31, 26

-815

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

729

Mar 31, 26

+729

0.00%

CALDWELL SUTTER CAPITAL, INC.

682

Mar 31, 26

0.00%

McIlrath & Eck, LLC

604

Mar 31, 26

0.00%

Financial Freedom, LLC

596

Mar 31, 26

+252

0.00%

Root Financial Partners, LLC

580

Mar 31, 26

-3

0.00%

Physician Wealth Advisors, Inc.

546

Mar 31, 26

+368

0.00%

PFS Partners, LLC

513

Mar 31, 26

0.00%

Boreal Capital Management LLC

501

Mar 31, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

500

Mar 31, 26

0.00%

Granite Investment Partners, LLC

476

Mar 31, 26

0.00%

Triumph Capital Management

470

Mar 31, 26

+132

0.00%

Indiana Trust & Investment Management CO

461

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

450

Mar 31, 26

0.00%

Sound Income Strategies, LLC

380

Mar 31, 26

+11

0.00%

Scarborough Advisors, LLC

375

Mar 31, 26

+375

0.00%

Asset Dedication, LLC

371

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

350

Mar 31, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

344

Mar 31, 26

0.00%

CKW FINANCIAL GROUP

333

Mar 31, 26

0.00%

Axiom Investment Management LLC

320

Mar 31, 26

+320

0.00%

JCIC Asset Management Inc.

320

Mar 31, 26

0.00%

MTM Investment Management, LLC

300

Mar 31, 26

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

300

Mar 31, 26

0.00%

Decker Retirement Planning Inc.

283

Mar 31, 26

0.00%

Costello Asset Management, INC

282

Mar 31, 26

0.00%

Kohmann Bosshard Financial Services, LLC

261

Mar 31, 26

-482

0.00%

FWL INVESTMENT MANAGEMENT, LLC

260

Mar 31, 26

+30

0.00%

RICHARDSON FINANCIAL SERVICES INC.

249

Mar 31, 26

-4

0.00%

Silicon Valley Capital Partners

236

Mar 31, 26

0.00%

TSFG, LLC

198

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

197

Mar 31, 26

0.00%

SOFI WEALTH, LLC

184

Mar 31, 26

-35.48K

0.00%

VANGUARD ADVISERS INC

172

Mar 31, 26

+172

0.00%

159

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

156

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

156

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

145

Mar 31, 26

0.00%

MONTAG A & ASSOCIATES INC

140

Mar 31, 26

0.00%

JNBA Financial Advisors

118

Mar 31, 26

0.00%

SYNTAX RESEARCH, INC.

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

0.00%

CNB Bank

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

Mar 31, 26

+65

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

-2

0.00%

GGM Financials LLC

Mar 31, 26

+56

0.00%

Lummis Asset Management, LP

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-185

0.00%

LRI Investments, LLC

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

+35

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

Avion Wealth

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

Mar 31, 26

-2.50K

0.00%

Dunhill Financial, LLC

Mar 31, 26

0.00%

BARCLAYS PLC

Mar 31, 26

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

Mar 31, 26

-4.95K

Cape Investment Advisory, Inc.

Mar 31, 26

-1.70K

Headlands Technologies LLC

Mar 31, 26

-10.56K

Stratos Wealth Advisors, LLC

Mar 31, 26

-5.18K

WOLFF WIESE MAGANA LLC

Mar 31, 26

-72

Premier Financial Group

Mar 31, 26

-84

BlueChip Wealth Advisors LLC

Mar 31, 26

-5.17K

Park Square Financial Group, LLC

Mar 31, 26

-61

First International Bank of Israel Ltd.

Mar 31, 26

-15.50K

PATTON ALBERTSON MILLER GROUP, LLC

Mar 31, 26

-8.13K

Fortitude Family Office, LLC

Mar 31, 26

-237

TFB Advisors LLC

Mar 31, 26

-7.32K

Private Wealth Asset Management, LLC

Mar 31, 26

-557

J.W. COLE ADVISORS, INC.

Mar 31, 26

-77.26K

Goldstone Financial Group, LLC

Mar 31, 26

-5.48K

PAYDEN & RYGEL

Mar 31, 26

-99.41K

SEVEN MILE ADVISORY

Mar 31, 26

-72.30K

Legal & General Group Plc

Mar 31, 26

-570.06K

XTX Topco Ltd

Mar 31, 26

-5.01K

Caprock Group, LLC

Mar 31, 26

-9.59K

OXFORD FINANCIAL GROUP LTD

Mar 31, 26

-3.67K

Horizon Investment Services, LLC

Mar 31, 26

-3.79K

D.B. Root & Company, LLC

Mar 31, 26

-5.18K

PRELUDE CAPITAL MANAGEMENT, LLC

Mar 31, 26

-6.17K

IFG Advisory, LLC

Mar 31, 26

-15.15K

Cresta Advisors, Ltd.

Mar 31, 26

-221

Tuttle Capital Management, LLC

Mar 31, 26

-5.25K

MATTERN CAPITAL MANAGEMENT, LLC

Mar 31, 26

-28.95K

Arete Wealth Advisors, LLC

Mar 31, 26

-9.73K

Quarry LP

Mar 31, 26

-270

ONE Advisory Partners, LLC

Mar 31, 26

-7.58K

Winthrop Capital Management, LLC

Mar 31, 26

-40.32K

Alexis Investment Partners, LLC

Mar 31, 26

-14.00K

VestGen Advisors, LLC

Mar 31, 26

-8.90K

MISSION WEALTH MANAGEMENT, LP

Mar 31, 26

-4.07K

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-11.77K

Ballentine Partners, LLC

Mar 31, 26

-26.72K

Comprehensive Financial Planning, Inc./PA

Mar 31, 26

-73

Abacus Planning Group, Inc.

Mar 31, 26

-10.08K

VISIONARY HORIZONS, LLC

Mar 31, 26

-4.86K

VISION FINANCIAL MARKETS LLC

Mar 31, 26

-9.00K

HRT FINANCIAL LP

Mar 31, 26

-180.55K

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-1.50K

Manchester Capital Management LLC

Mar 31, 26

-467

Diversify Advisory Services, LLC

Mar 31, 26

-25.70K

CIM, LLC

Mar 31, 26

-3.99K

WealthShield Partners, LLC

Mar 31, 26

-216

OLD MISSION CAPITAL LLC

Mar 31, 26

-10.41K

Westshore Wealth, LLC

Mar 31, 26

-5.67K

West Wealth Group, LLC

Mar 31, 26

-6.41K

IAG Wealth Partners, LLC

Mar 31, 26

-60

Horizon Investments, LLC

Mar 31, 26

-44

Permanens Capital L.P.

Mar 31, 26

-37.20K

DecisionMap Wealth Management, LLC

Mar 31, 26

-19.25K

Gilbert & Cook, Inc.

Mar 31, 26

-4.28K

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

-139

MARYLAND CAPITAL ADVISORS INC.

1.24M

Dec 31, 25

+139.47K

0.29%

CIBC Private Wealth Group, LLC

237.62K

Dec 31, 25

+5.47K

0.06%

MERITAGE PORTFOLIO MANAGEMENT

174.41K

Dec 31, 25

+4.73K

0.04%

Capitolis Liquid Global Markets LLC

170.70K

Dec 31, 25

+170.70K

0.04%

Global Retirement Partners, LLC

150.66K

Dec 31, 25

+45.49K

0.04%

Nalls Sherbakoff Group, LLC

116.89K

Dec 31, 25

-13.79K

0.03%

COMERICA BANK

86.62K

Dec 31, 25

+7.19K

0.02%

Vantage Financial Partners, LLC

58.06K

Dec 31, 25

+4.55K

0.01%

Running Point Capital Advisors, LLC

42.26K

Dec 31, 25

-6.68K

0.01%

TRANSATLANTIQUE PRIVATE WEALTH LLC

35.01K

Dec 31, 25

+1.49K

0.01%

FineMark National Bank & Trust

28.16K

Dec 31, 25

0.01%

CAPITAL INSIGHT PARTNERS, LLC

20.64K

Dec 31, 25

-626

0.00%

SAGE ADVISORS, LLC

10.95K

Dec 31, 25

+10.95K

0.00%

Total Wealth Planning, LLC

10.25K

Dec 31, 25

-113.95K

0.00%

Janney Capital Management LLC

6.83K

Dec 31, 25

-304

0.00%

SageView Advisory Group, LLC

3.16K

Dec 31, 25

+3.16K

0.00%

ORG Partners LLC

1.93K

Dec 31, 25

-158

0.00%

Ransom Advisory, Ltd

348

Dec 31, 25

+348

0.00%

Motiv8 Investments LLC

200

Dec 31, 25

+200

0.00%

Northwest Capital Management Inc

Dec 31, 25

-30

TRUST CO OF VERMONT

Dec 31, 25

-42

GPS Wealth Strategies Group, LLC

Dec 31, 25

-874

New Millennium Group LLC

Dec 31, 25

-60

MEMBERS CAPITAL ADVISORS INC

480.00K

Sep 30, 25

0.11%

Gunma Bank,Ltd.

257.00K

Sep 30, 25

+100.00K

0.06%

Dai-ichi Life Holdings, Inc.

250.90K

Sep 30, 25

-200

0.06%

Jarislowsky, Fraser Ltd

192.74K

Sep 30, 25

+63.81K

0.05%

PINNACLE FINANCIAL PARTNERS INC

144.62K

Sep 30, 25

-49.21K

0.03%

Financial Advocates Investment Management

51.40K

Sep 30, 25

-6.50K

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

50.48K

Sep 30, 25

+6.19K

0.01%

SYNOVUS FINANCIAL CORP

37.01K

Sep 30, 25

+2.42K

0.01%

First International Bank & Trust

33.25K

Sep 30, 25

-10.21K

0.01%

Allianz Investment Management U.S. LLC

33.14K

Sep 30, 25

0.01%

AllSquare Wealth Management LLC

9.57K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

4.51K

Sep 30, 25

0.00%

Hemington Wealth Management

3.98K

Sep 30, 25

+19

0.00%

Guerra Advisors Inc

469

Sep 30, 25

+469

0.00%

FSA Wealth Management LLC

Sep 30, 25

-54

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-8.61K

Money Design Co.,Ltd.

1.27M

Jun 30, 25

+597.67K

0.30%

Graypoint LLC

487.74K

Jun 30, 25

+49.10K

0.11%

Better Money Decisions, LLC

301.08K

Jun 30, 25

+15.12K

0.07%

Atria Wealth Solutions, Inc.

237.36K

Jun 30, 25

-124.60K

0.06%

AVANTAX ADVISORY SERVICES, INC.

88.57K

Jun 30, 25

-5.56K

0.02%

DOHJ, LLC

41.56K

Jun 30, 25

+1.74K

0.01%

My Legacy Advisors, LLC

28.73K

Jun 30, 25

-10.89K

0.01%

Wambolt & Associates, LLC

15.95K

Jun 30, 25

-871

0.00%

First Horizon Advisors, Inc.

14.82K

Jun 30, 25

-57

0.00%

Congress Wealth Management LLC / DE /

8.27K

Jun 30, 25

-38.76K

0.00%

Horan Securities, Inc.

3.95K

Jun 30, 25

-1.13K

0.00%

Capital A Wealth Management, LLC

301

Jun 30, 25

+301

0.00%

Iron Horse Wealth Management, LLC

184

Jun 30, 25

0.00%

Centricity Wealth Management, LLC

Jun 30, 25

0.00%

Orion Portfolio Solutions, LLC

234.66K

Mar 31, 25

-4.10K

0.05%

Sabal Trust CO

110.68K

Mar 31, 25

-20.46K

0.03%

Buffington Mohr McNeal

59.24K

Mar 31, 25

-5.59K

0.01%

Coordinated Financial Services, Inc./CO

26.65K

Mar 31, 25

+26.65K

0.01%

Schechter Investment Advisors, LLC

14.54K

Mar 31, 25

-57

0.00%

Keeley-Teton Advisors, LLC

8.88K

Mar 31, 25

-500

0.00%

Spectrum Wealth Counsel, LLC

2.22K

Mar 31, 25

0.00%

Sandy Spring Bank

1.13K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

400

Mar 31, 25

-1.27K

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-9.02K

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

-1.48K

BOSTON FINANCIAL MANGEMENT LLC

863.66K

Dec 31, 24

-507

0.20%

Bray Capital Advisors

246.35K

Dec 31, 24

-150.12K

0.06%

Quantitative Strategies, Inc.

25.80K

Dec 31, 24

+5.23K

0.01%

CRITERION CAPITAL ADVISORS, LLC

11.07K

Dec 31, 24

0.00%

Peninsula Wealth, LLC

10.98K

Dec 31, 24

-12.00K

0.00%

WMS Partners, LLC

9.22K

Dec 31, 24

0.00%

HART & PATTERSON FINANCIAL GROUP LLC

9.14K

Dec 31, 24

+536

0.00%

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income

8.40K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

3.00K

Dec 31, 24

0.00%

WR Wealth Planners, LLC

2.79K

Dec 31, 24

-270

0.00%

Cassady Schiller Wealth Management, LLC

2.54K

Dec 31, 24

+837

0.00%

Sanctuary Wealth Management, L.L.C.

266

Dec 31, 24

+266

0.00%

Kiely Wealth Advisory Group, Inc.

126

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-572

RAYMOND JAMES & ASSOCIATES

1.90M

Sep 30, 24

-481.54K

0.44%

Raymond James Financial Services Advisors, Inc.

647.35K

Sep 30, 24

-72.88K

0.15%

RAYMOND JAMES TRUST N.A.

252.29K

Sep 30, 24

+24.32K

0.06%

Source Financial Advisors LLC

79.20K

Sep 30, 24

+21

0.02%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

69.23K

Sep 30, 24

-769

0.02%

CHARTWELL INVESTMENT PARTNERS, LLC

31.80K

Sep 30, 24

0.01%

FinTrust Capital Advisors, LLC

22.69K

Sep 30, 24

-644

0.01%

EAGLE ASSET MANAGEMENT INC

14.15K

Sep 30, 24

+721

0.00%

First Personal Financial Services

13.48K

Sep 30, 24

-342

0.00%

Family Asset Management, LLC

13.42K

Sep 30, 24

-7.78K

0.00%

Alera Investment Advisors, LLC

13.13K

Sep 30, 24

+925

0.00%

Edmonds Duncan Registered Investment Advisors, LLC

10.13K

Sep 30, 24

-875

0.00%

New Potomac Partners, LLC

5.31K

Sep 30, 24

-100

0.00%

M&R CAPITAL MANAGEMENT INC

3.00K

Sep 30, 24

-3.10K

0.00%

Peterson Financial Group, Inc.

166

Sep 30, 24

+166

0.00%

Aspire Wealth Management Corp

Sep 30, 24

-1

0.00%

Naples Money Management LLC

Sep 30, 24

0.00%

BlackRock Inc.

12.18M

Jun 30, 24

+5.21M

2.84%

BENJAMIN F. EDWARDS & COMPANY, INC.

698.88K

Jun 30, 24

+464.40K

0.16%

Rain Capital Management, LLC

82.33K

Jun 30, 24

-4.88K

0.02%

Abbrea Capital, LLC

55.48K

Jun 30, 24

-500

0.01%

Greytown Advisors Inc.

6.41K

Jun 30, 24

0.00%

Coombe, Bender & Co LLC

3.26K

Jun 30, 24

0.00%

Private Ocean, LLC

2.36K

Jun 30, 24

0.00%

PAYDEN & RYGEL INVESTMENT GROUP

1.75K

Jun 30, 24

0.00%

Wunderlich Capital Managemnt

1.40K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

224

Jun 30, 24

-254

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

Jun 30, 24

-22.31K

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 30, 24

-5.38K

Relative Value Partners Group, LLC

Jun 30, 24

-545.76K

American Family Insurance Mutual Holding Co

670.54K

Mar 31, 24

0.16%

Cetera Advisors LLC

235.28K

Mar 31, 24

+102.71K

0.05%

Cetera Advisor Networks LLC

203.37K

Mar 31, 24

+32.55K

0.05%

Perella Weinberg Partners Capital Management LP

92.80K

Mar 31, 24

-15.68K

0.02%

CALIBER WEALTH MANAGEMENT, LLC

51.01K

Mar 31, 24

+51.01K

0.01%

SUMMIT FINANCIAL GROUP, INC.

44.24K

Mar 31, 24

+1.20K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

27.77K

Mar 31, 24

+13.42K

0.01%

Charles Schwab Investment Advisory, Inc.

17.00K

Mar 31, 24

-2.25K

0.00%

Retirement Group, LLC

4.16K

Mar 31, 24

-552

0.00%

Connectus Wealth, LLC

Mar 31, 24

-595.42K

RESOURCE CONSULTING GROUP INC

893.67K

Dec 31, 23

+7.64K

0.21%

Adroit Compliance, LLC

811.60K

Dec 31, 23

+811.60K

0.19%

Bartlett & Co. LLC

466.31K

Dec 31, 23

+81.61K

0.11%

StrategIQ Financial Group, LLC

193.46K

Dec 31, 23

-17.82K

0.05%

TELEMUS CAPITAL, LLC

137.66K

Dec 31, 23

-15.28K

0.03%

FOCUS FINANCIAL NETWORK INC /ADV

66.81K

Dec 31, 23

+66.81K

0.02%

Baystate Wealth Management LLC

24.84K

Dec 31, 23

+11.31K

0.01%

Simplicity Solutions, LLC

17.13K

Dec 31, 23

+2.34K

0.00%

WEALTHSOURCE PARTNERS, LLC

13.49K

Dec 31, 23

+1.49K

0.00%

WADE G W & INC

12.11K

Dec 31, 23

-1.00K

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

216

Dec 31, 23

-198

0.00%

DFPG INVESTMENTS, LLC

Dec 31, 23

-6.60K

PATHSTONE FAMILY OFFICE, LLC

775.36K

Sep 30, 23

+184.05K

0.18%

COLONY GROUP LLC

643.16K

Sep 30, 23

+158.16K

0.15%

ADVISOR PARTNERS II, LLC

33.83K

Sep 30, 23

+24.55K

0.01%

FRONT BARNETT ASSOCIATES LLC

30.11K

Sep 30, 23

-14.67K

0.01%

Key Bridge Compliance, LLC

13.14K

Sep 30, 23

+13.14K

0.00%

Nationwide Asset Management LLC

12.27K

Sep 30, 23

+2.20K

0.00%

Tri-Star Advisors Inc.

9.94K

Sep 30, 23

0.00%

Column Capital Advisors, LLC

9.52K

Sep 30, 23

0.00%

Sutton Wealth Advisors Inc.

9.33K

Sep 30, 23

-294

0.00%

New Legacy Group, LLC

8.20K

Sep 30, 23

0.00%

DESTINY CAPITAL SECURITIES CORPORATION

6.04K

Sep 30, 23

+6.04K

0.00%

TRIAD FINANCIAL ADVISORS, INC.

5.00K

Sep 30, 23

+43

0.00%

Icon Wealth Partners, LLC

4.91K

Sep 30, 23

-141

0.00%

Antonetti Capital Management LLC

500

Sep 30, 23

-100

0.00%

Cornerstone Retirement Group, Inc.

Sep 30, 23

-8.35K

PFS INVESTMENTS INC.

836.32K

Jun 30, 23

+66.88K

0.20%

Endurance Wealth Management, Inc.

251.00K

Jun 30, 23

-8.10K

0.06%

First National Bank of South Miami

67.58K

Jun 30, 23

-1.03K

0.02%

BerganKDV Wealth Management, LLC

55.15K

Jun 30, 23

+4.49K

0.01%

BDO Wealth Advisors, LLC

51.72K

Jun 30, 23

-847

0.01%

AJ WEALTH STRATEGIES, LLC

45.46K

Jun 30, 23

-2.00K

0.01%

Ten Capital Wealth Advisors, LLC

37.73K

Jun 30, 23

+160

0.01%

Intercontinental Wealth Advisors, LLC

4.64K

Jun 30, 23

0.00%

Veritable, L.P.

4.16K

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

1.69K

Jun 30, 23

+480

0.00%

TimeScale Financial, Inc.

1.52K

Jun 30, 23

+12

0.00%

Lumature Wealth Partners, LLC

280

Jun 30, 23

0.00%

OTA Financial Group L.P.

Jun 30, 23

-12.11K

HNP Capital LLC

457.66K

Mar 31, 23

-12.74K

0.11%

Fullen Financial Group

220.98K

Mar 31, 23

-8.44K

0.05%

Stone Asset Management Inc.

39.77K

Mar 31, 23

-63.22K

0.01%

LeJeune Puetz Investment Counsel LLC

32.36K

Mar 31, 23

-795

0.01%

Baldrige Asset Management LLC

2.94K

Mar 31, 23

-5.38K

0.00%

Avalon Investment & Advisory

Mar 31, 23

-16.84K

ALLSTATE INVESTMENT MANAGEMENT CO

7.70M

Dec 31, 22

+7.70M

1.80%

TRUSTCORE FINANCIAL SERVICES, LLC

640.03K

Dec 31, 22

-17.24K

0.15%

F3Logic, LLC

364.16K

Dec 31, 22

-5.44K

0.09%

Gallagher Benefit Services, Inc.

364.16K

Dec 31, 22

+364.16K

0.09%

RESOLUTE FINANCIAL, LLC

161.03K

Dec 31, 22

-1.89K

0.04%

Autus Asset Management, LLC

68.09K

Dec 31, 22

-10.43K

0.02%

BOENNING & SCATTERGOOD, INC.

30.38K

Dec 31, 22

+30.38K

0.01%

Laurel Wealth Advisors, Inc.

6.67K

Dec 31, 22

+708

0.00%

CAPRIN ASSET MANAGEMENT LLC /ADV

6.20K

Dec 31, 22

-3.73K

0.00%

GOFEN & GLOSSBERG LLC /IL/

4.93K

Dec 31, 22

+4.93K

0.00%

Sargent Bickham Lagudis LLC

1.01K

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-188

American Portfolios Advisors

167.96K

Sep 30, 22

-9.11K

0.04%

SP Asset Management

139.69K

Sep 30, 22

-19.64K

0.03%

CPWM, LLC

137.12K

Sep 30, 22

+51.48K

0.03%

ACG Wealth

126.76K

Sep 30, 22

+7.10K

0.03%

Covington Capital Management

121.56K

Sep 30, 22

+3.37K

0.03%

CYPRESS CAPITAL MANAGEMENT LLC

41.81K

Sep 30, 22

+740

0.01%

EATON VANCE MANAGEMENT

21.18K

Sep 30, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

18.73K

Sep 30, 22

-6.84K

0.00%

FourThought Financial, LLC

14.73K

Sep 30, 22

-103

0.00%

Legacy Wealth Planning, LLC

13.30K

Sep 30, 22

-890

0.00%

ROOSEVELT INVESTMENT GROUP LLC

8.20K

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

7.47K

Sep 30, 22

-1.21K

0.00%

Surevest, LLC

7.26K

Sep 30, 22

-1.96K

0.00%

WESTERN FINANCIAL Corp

7.05K

Sep 30, 22

-3.92K

0.00%

Beaumont Financial Partners, LLC

6.88K

Sep 30, 22

0.00%

First Farmers & Merchants Bank / Trust

5.11K

Sep 30, 22

-286

0.00%

RGT Wealth Advisors, LLC

4.92K

Sep 30, 22

+4.92K

0.00%

KARLINSKI ANDREW C

2.60K

Sep 30, 22

0.00%

Spectrum Management Group, LLC

2.50K

Sep 30, 22

+702

0.00%

Strategic Asset Management, LLC

1.84K

Sep 30, 22

0.00%

American Research & Management Co.

1.60K

Sep 30, 22

0.00%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

121.29K

Jun 30, 22

+91.14K

0.03%

DIXON HUBARD FEINOUR & BROWN INC/VA

85.30K

Jun 30, 22

-12.55K

0.02%

ADVISOR PARTNERS LLC

45.76K

Jun 30, 22

+4.27K

0.01%

Fieldpoint Private Securities, LLC

30.00K

Jun 30, 22

0.01%

Pinnacle Private Wealth, LLC

6.84K

Jun 30, 22

0.00%

Intersect Capital LLC

5.43K

Jun 30, 22

+5.43K

0.00%

B. Riley Wealth Management, Inc.

5.41K

Jun 30, 22

+392

0.00%

Enterprise Trust & Investment Co

1.48K

Jun 30, 22

0.00%

Lake Point Wealth Management

Jun 30, 22

+93

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

-4.09K

Private Capital Group, LLC

Jun 30, 22

-21.11K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

205.83K

Mar 31, 22

-31.56K

0.05%

Winfield Associates, Inc.

54.79K

Mar 31, 22

+32

0.01%

IndexIQ Advisors LLC

47.39K

Mar 31, 22

+47.39K

0.01%

People's United Financial, Inc.

18.68K

Mar 31, 22

-2.87K

0.00%

Adams Chetwood Wealth Management LLC

6.86K

Mar 31, 22

-113

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

6.40K

Mar 31, 22

+224

0.00%

CAPITAL ONE FINANCIAL CORP

5.56K

Mar 31, 22

-3.62K

0.00%

Azimuth Capital Management LLC

4.00K

Mar 31, 22

0.00%

Permit Capital Advisors, LLC

2.42K

Mar 31, 22

+2.42K

0.00%

Lenox Wealth Advisors, LLC

244

Mar 31, 22

+244

0.00%

Alley Co LLC

323.13K

Dec 31, 21

+22.50K

0.08%

EXELON CORP

225.07K

Dec 31, 21

+225.07K

0.05%

Johanson Financial Advisors, Inc.

130.44K

Dec 31, 21

-7.69K

0.03%

HawsGoodwin Investment Management LLC

123.12K

Dec 31, 21

-18.77K

0.03%

NEXT Financial Group, Inc

51.75K

Dec 31, 21

-8.28K

0.01%

Pineno Levin & Ford Asset Management, Inc.

17.88K

Dec 31, 21

0.00%

Asset Planning Services, Ltd.

14.82K

Dec 31, 21

+100

0.00%

Carroll Financial Associates, Inc.

10.56K

Dec 31, 21

+691

0.00%

REILLY FINANCIAL ADVISORS, LLC

278

Dec 31, 21

-425

0.00%

Biltmore Capital Advisors LLC

Dec 31, 21

-20.28K

QCI ASSET MANAGEMENT INC/NY

563.12K

Sep 30, 21

+40.35K

0.13%

Granite Investment Advisors, LLC

162.52K

Sep 30, 21

+20.08K

0.04%

NorthCoast Asset Management LLC

135.39K

Sep 30, 21

+5.74K

0.03%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

94.08K

Sep 30, 21

-9.06K

0.02%

HATTON CONSULTING, INC.

45.92K

Sep 30, 21

-5.79K

0.01%

Pacific Edge Advisors, LLC

28.53K

Sep 30, 21

-2.95K

0.01%

Ameritas Investment Company, LLC

27.08K

Sep 30, 21

+7.11K

0.01%

Hochman Cole Investment Advisors, Inc.

16.15K

Sep 30, 21

-966

0.00%

Cascadia Advisory Services, LLC

11.62K

Sep 30, 21

-3.95K

0.00%

Alexandria Capital, LLC

6.80K

Sep 30, 21

+36

0.00%

CAMG Solamere Management, LLC

4.80K

Sep 30, 21

0.00%

SECURITY NATIONAL TRUST CO

3.62K

Sep 30, 21

0.00%

BBVA USA

Sep 30, 21

0.00%

FEDERAL RESERVE BANK OF NEW YORK

9.24M

Jun 30, 21

-3.21M

2.16%

PNC Managed Account Solutions, Inc.

168.54K

Jun 30, 21

+168.54K

0.04%

Pinnacle Wealth Advisors

123.66K

Jun 30, 21

+123.66K

0.03%

Princeton Portfolio Strategies Group LLC

90.07K

Jun 30, 21

+42.25K

0.02%

Coe Capital Management, LLC

35.89K

Jun 30, 21

-1.32K

0.01%

Novak Financial Planning, LLC

19.21K

Jun 30, 21

+650

0.00%

AdvicePeriod, LLC

14.95K

Jun 30, 21

+3.12K

0.00%

USCA RIA LLC

10.62K

Jun 30, 21

0.00%

Strategic Wealth Management Group, LLC

4.68K

Jun 30, 21

0.00%

ARS Wealth Advisors, LLC

3.90K

Jun 30, 21

-4.80K

0.00%

Hoover Financial Advisors, Inc.

228

Jun 30, 21

0.00%

BBVA USA Bancshares, Inc.

158.93K

Mar 31, 21

+59.46K

0.04%

TCF National Bank

17.68K

Mar 31, 21

+1.41K

0.00%

NORTH AMERICAN MANAGEMENT CORP

9.54K

Mar 31, 21

+210

0.00%

CAMDEN NATIONAL CORP

7.22K

Mar 31, 21

+7.22K

0.00%

Pinnacle Advisory Group, Inc.

6.65K

Mar 31, 21

+6.65K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

63.05K

Dec 31, 20

-14.59K

0.01%

OLD MISSION CAPITAL, LLC

32.76K

Dec 31, 20

+32.76K

0.01%

SVA Wealth Management, LLC

4.91K

Dec 31, 20

+4.91K

0.00%

Winslow, Evans & Crocker, Inc.

524

Dec 31, 20

+524

0.00%

ETRADE Capital Management LLC

1.43M

Sep 30, 20

+269.54K

0.33%

Optimum Quantvest Corp

173.26K

Sep 30, 20

0.04%

SUNFLOWER BANK, NA WEALTH MANAGEMENT

160.26K

Sep 30, 20

+4.75K

0.04%

First Allied Advisory Services, Inc.

127.61K

Sep 30, 20

+1.64K

0.03%

Watson Rebecca

114.12K

Sep 30, 20

+8.58K

0.03%

Cougar Global Investments Ltd

67.50K

Sep 30, 20

+2.89K

0.02%

LifePlan Financial Group, Inc

55.26K

Sep 30, 20

+444

0.01%

Partnervest Advisory Services LLC

14.10K

Sep 30, 20

+7.79K

0.00%

Capstone Financial Group, Inc.

2.16K

Sep 30, 20

0.00%

Independence Advisors, LLC

591

Sep 30, 20

0.00%

Stearns Financial Services Group

279

Sep 30, 20

0.00%

FCG ADVISORS, LLC

Sep 30, 20

-3.95K

Global Financial Private Capital, Inc

353.49K

Jun 30, 20

-14.94K

0.08%

BRINKER CAPITAL INC

282.44K

Jun 30, 20

+282.44K

0.07%

Lenox Wealth Management, Inc.

271.68K

Jun 30, 20

+89.39K

0.06%

IBERIABANK CORP

6.61K

Jun 30, 20

-668

0.00%

TRUEWEALTH LLC

5.72K

Jun 30, 20

-3.59K

0.00%

BOYS ARNOLD & CO INC

128.12K

Mar 31, 20

-6.17K

0.03%

Foothills Asset Management, Ltd.

60.67K

Mar 31, 20

-2.83K

0.01%

Fiduciary Trust Co International of Pennsylvania

32.09K

Mar 31, 20

+32.09K

0.01%

Stratford Consulting, LLC

3.30K

Mar 31, 20

-3.50K

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

-14

Willingdon Wealth Management

Mar 31, 20

-400

LADENBURG THALMANN FINANCIAL SERVICES INC.

475.11K

Dec 31, 19

+40.57K

0.11%

Advisor Group, Inc.

291.33K

Dec 31, 19

+21.75K

0.07%

Torch Wealth Management LLC

42.66K

Dec 31, 19

+3.46K

0.01%

CAPITAL ONE, NATIONAL ASSOCIATION

19.56K

Dec 31, 19

+19.56K

0.00%

SUNTRUST BANKS INC

492.53K

Sep 30, 19

-2.69K

0.12%

BB&T SECURITIES, LLC

167.77K

Sep 30, 19

+17.76K

0.04%

LaSalle Street Capital Management, LLC

91.38K

Sep 30, 19

0.02%

Glacier Peak Capital LLC

22.08K

Sep 30, 19

+22.08K

0.01%

Capital One Investing, Inc.

21.04K

Sep 30, 19

-991

0.00%

BOSTON ADVISORS LLC

13.79K

Sep 30, 19

+566

0.00%

Guidant Wealth Advisors

5.54K

Sep 30, 19

0.00%

Delek Group, Ltd.

73.52K

Jun 30, 19

+1.16K

0.02%

CHEMICAL BANK

11.62K

Jun 30, 19

+2.80K

0.00%

Hugh Johnson Advisors LLC

5.75K

Jun 30, 19

0.00%

RELIANCE TRUST CO OF DELAWARE

70.73K

Mar 31, 19

-1.61K

0.02%

HL FINANCIAL SERVICES LLC

68.33K

Mar 31, 19

-1.62K

0.02%

TRUST DEPARTMENT MB FINANCIAL BANK N A

51.28K

Mar 31, 19

+3.83K

0.01%

Ceros Financial Services Inc.

42.10K

Mar 31, 19

+42.10K

0.01%

BKS ADVISORS, LLC

31.16K

Mar 31, 19

0.01%

Alpha Quant Advisors, LLC

12.24K

Mar 31, 19

0.00%

Cypress Wealth Advisors LLC

8.02K

Mar 31, 19

-538

0.00%

Sterling Global Strategies LLC

5.96K

Mar 31, 19

+5.16K

0.00%

Sound View Wealth Advisors, LLC

5.05K

Mar 31, 19

-2.41K

0.00%

NEXT Financial Holdings

1.55K

Mar 31, 19

+1.55K

0.00%

Live Your Vision, LLC

880

Mar 31, 19

0.00%

AT Bancorp

Mar 31, 19

-5.56K

Patriot Wealth Management, Inc.

169.61K

Dec 31, 18

+1.63K

0.04%

CEDAR HILL ASSOCIATES, LLC

132.12K

Dec 31, 18

-79.99K

0.03%

Horizon Kinetics LLC

54.00K

Dec 31, 18

0.01%

COMERICA SECURITIES INC

50.69K

Dec 31, 18

+2.24K

0.01%

Leonetti & Associates, LLC

46.98K

Dec 31, 18

+46.98K

0.01%

Unified Trust Company, N.A.

18.68K

Dec 31, 18

+18.68K

0.00%

BREMER TRUST NATIONAL ASSOCIATION

9.00K

Dec 31, 18

0.00%

KHP Capital, LLC

4.42K

Sep 30, 18

+564

0.00%

Edge Advisors, LLC

778

Jun 30, 18

0.00%

Kabarec Financial Advisors, Ltd.

392

Jun 30, 18

-18

0.00%

ASSET ADVISORS CORP

Jun 30, 18

-1.10K

THOMASPARTNERS, INC.

82.99K

Mar 31, 18

-886.89K

0.02%

DENVER INVESTMENT ADVISORS LLC

40.13K

Mar 31, 18

-4.03K

0.01%

FinTrust Investment Advisory Services, LLC

Mar 31, 18

-2.02K

Hefty Wealth Partners

Mar 31, 18

-7

SII INVESTMENTS INC/WI

19.57K

Dec 31, 17

+1.87K

0.00%

Blue Granite Capital, LLC

19.40K

Dec 31, 17

+1.55K

0.00%

BB&T INVESTMENT SERVICES, INC.

11.16K

Dec 31, 17

+1.71K

0.00%

AURORA FINANCIAL ADVISORS, LLC

8.04K

Dec 31, 17

+8.04K

0.00%

ROCKEFELLER FINANCIAL SERVICES INC

7.81K

Dec 31, 17

0.00%

WealthShield, LLC

6.23K

Dec 31, 17

+6.23K

0.00%

IFC Holdings Incorporated/FL

5.25K

Dec 31, 17

-1.99K

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-3.75K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-10.95K

RAY GERALD L & ASSOCIATES LTD

10.32K

Sep 30, 17

-650

0.00%

Commonwealth Equity Services, Inc

684.31K

Jun 30, 17

+7.45K

0.16%

ROBSHAW & JULIAN ASSOCIATES INC

7.61K

Jun 30, 17

-368

0.00%

Virtu KCG Holdings LLC

5.68K

Jun 30, 17

+5.68K

0.00%

RONALD BLUE & CO LLC

5.34K

Jun 30, 17

-951

0.00%

iAB Financial Bank

3.75K

Jun 30, 17

0.00%

Independent Portfolio Consultants, Inc.

1.35K

Jun 30, 17

-722

0.00%

WFG Advisors, LP

229

Jun 30, 17

+200

0.00%

Efficient Market Advisors, LLC

682.34K

Mar 31, 17

+101.42K

0.16%

BEACON TRUST CO

166.71K

Mar 31, 17

+3.89K

0.04%

Parasol Investment Management, LLC

68.32K

Mar 31, 17

+29.88K

0.02%

LBA Wealth Management, LLC

66.44K

Mar 31, 17

-4.97K

0.02%

FIRST FINANCIAL EQUITY CORPORATION

63.11K

Mar 31, 17

+63.11K

0.01%

CT Financial Advisors LLC

29.68K

Mar 31, 17

+4.55K

0.01%

Integrated Wealth Management

7.95K

Mar 31, 17

+433

0.00%

Clarity Capital KCPS Ltd.

7.02K

Mar 31, 17

+7.02K

0.00%

EDGE ASSET MANAGEMENT, INC

Mar 31, 17

-100.00K

BlackRock Institutional Trust Company, N.A.

1.11M

Dec 31, 16

+4.80K

0.26%

BlackRock Investment Management, LLC

871.95K

Dec 31, 16

-20.62K

0.20%

BlackRock Fund Advisors

724.58K

Dec 31, 16

+274.07K

0.17%

GRAY FINANCIAL GROUP /GA /ADV /ADV

109.47K

Dec 31, 16

0.03%

BLACKROCK ADVISORS LLC

89.36K

Dec 31, 16

+73.44K

0.02%

MSI Financial Services Inc

38.26K

Dec 31, 16

+611

0.01%

KANALY TRUST CO

26.66K

Dec 31, 16

-1.07K

0.01%

Trutina Financial LLC

2.77K

Dec 31, 16

0.00%

Stanford Investment Group, Inc.

445

Dec 31, 16

0.00%

HIGH POINT BANK & TRUST CO

208

Dec 31, 16

-400

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-401

Equinox Institutional Asset Management, LP

280.75K

Sep 30, 16

-187.30K

0.07%

Nichols Asset Management LLC

13.04K

Sep 30, 16

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

5.15K

Sep 30, 16

+1.00K

0.00%

WESTPORT RESOURCES MANAGEMENT INC

2.30K

Sep 30, 16

-87

0.00%

FIRSTMERIT BANK N A TRUSTEE

219.01K

Jun 30, 16

-18.94K

0.05%

Investors Capital Advisory Services

26.89K

Jun 30, 16

+1.02K

0.01%

VSR Financial Services, Inc.

4.10K

Jun 30, 16

-46.64K

0.00%

Alerus Investment Advisors Corp

13.22K

Mar 31, 16

-874

0.00%

Cleary Gull Holdings Inc.

140

Mar 31, 16

-172.73K

0.00%

Hoxton Financial, Inc.

100

Mar 31, 16

0.00%

SMITH HAYES Advisers, Inc

43.84K

Dec 31, 15

-1.39K

0.01%

Pinnacle Summer Investments, Inc.

7.19K

Dec 31, 15

+1.14K

0.00%

CITY NATIONAL BANK

522.41K

Sep 30, 15

-19.75K

0.12%

Equinox Fund Management LLC

519.55K

Sep 30, 15

0.12%

MID CONTINENT CAPITAL LLC/IL

5.15K

Sep 30, 15

-5.53K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

2.35K

Sep 30, 15

+2.35K

0.00%

SOUTH GEORGIA CAPITAL, LLC

Sep 30, 15

0.00%

Laidlaw Group, LLC

143.46K

Jun 30, 15

-1.36K

0.03%

MANAGED ACCOUNT ADVISORS LLC

35.10K

Jun 30, 15

+20.54K

0.01%

STERNE AGEE GROUP, INC.

271.23K

Mar 31, 15

+6.38K

0.06%

BAIRD ROBERT W & CO INC /WI/

197.34K

Mar 31, 15

-16.59K

0.05%

BOSTON PRIVATE BANK & TRUST CO

64.62K

Mar 31, 15

+13.20K

0.02%

First Allied Asset Management, Inc.

63.51K

Mar 31, 15

+11.53K

0.01%

Bank of Kentucky, Inc.

14.83K

Mar 31, 15

-808

0.00%

FIDUCIARY SERVICES CORP/GA

10.33K

Mar 31, 15

-2.73K

0.00%

STANCORP INVESTMENT ADVISERS INC

1.47K

Mar 31, 15

0.00%

Placemark Investments, Inc.

155.48K

Dec 31, 14

+4.05K

0.04%

FOUNDERS BANK & TRUST

87.03K

Dec 31, 14

+710

0.02%

NEW ENGLAND SECURITIES CORP /MA/

3.92K

Dec 31, 14

-237

0.00%

Gary Goldberg Planning Services Inc

2.42K

Dec 31, 14

0.00%

SHAPIRO ROBERT N

337

Dec 31, 14

-371

0.00%

ParenteBeard Wealth Management, LLC

290

Dec 31, 14

-2.47K

0.00%

FIRST CITIZENS BANCORPORATION INC

Dec 31, 14

-3.99K

UBS AG

2.44M

Sep 30, 14

-26.04K

0.57%

McAdams Wright Ragen, Inc.

52.42K

Sep 30, 14

-140

0.01%

MARCUARD FAMILY OFFICE LTD

12.80K

Sep 30, 14

-24.07K

0.00%

COMMUNITY BANK SYSTEM, INC.

11.75K

Sep 30, 14

-373

0.00%

1919 Investment Counsel, LLC

500

Sep 30, 14

0.00%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

236

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

3.49K

Jun 30, 14

-7.65K

0.00%

Strategic Capital Group LLC

2.15K

Jun 30, 14

-222

0.00%

GlobalBridge, Inc.

6.56K

Mar 31, 14

+2.36K

0.00%

SG Select LLC

4.12K

Mar 31, 14

+1.00K

0.00%

GALAXY CAPITAL TRADING LTD

6.41K

Dec 31, 13

+394

0.00%

STIFEL NICOLAUS & CO INC \MO\

105.03K

Sep 30, 13

-43.28K

0.02%

Signator Financial Services, Inc.

810

Sep 30, 13

-15

0.00%

KNIGHT CAPITAL GROUP LLC

9.76K

Jun 30, 13

-2.44K

0.00%

CITY NATIONAL ROCHDALE, LLC

471.38K

Dec 31, 12

+471.38K

0.11%

First Allied Securities, Inc.

31.31K

Jun 30, 12

-3.15K

0.01%

NOLLENBERGER CAPITAL PARTNERS INC

339

Dec 31, 10

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

26.84K

Jun 30, 10

+12.03K

0.01%

RBC Phillips, Hager & North Investment Counsel Inc.

40.94K

Sep 30, 09

+24.74K

0.01%

RBC TRUSTEES (Jersey) LTD

Sep 30, 09

-182

RBC cees Trustee LTD

Sep 30, 09

-836