iShares S&P Small-Cap 600 Growth ETFIJTNASDAQ
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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | -- | Dec 31, 25 | -3 | -- |
| Paragon Advisors, LLC | -- | Dec 31, 25 | -3.53K | -- |
| Tradewinds Capital Management, LLC | -- | Dec 31, 25 | -291 | -- |
| KMG FIDUCIARY PARTNERS, LLC | -- | Dec 31, 25 | -3.12K | -- |
| Alpine Bank Wealth Management | -- | Dec 31, 25 | -1.25K | -- |
| PFG Advisors | -- | Dec 31, 25 | -1.81K | -- |
| Slow Capital, Inc. | -- | Dec 31, 25 | -1.49K | -- |
| Allodium Investment Consultants, LLC | -- | Dec 31, 25 | -1.50K | -- |
| Nilsine Partners, LLC | -- | Dec 31, 25 | -1.89K | -- |
| BRIGHTON JONES LLC | -- | Dec 31, 25 | -1.43K | -- |
| Gemmer Asset Management LLC | -- | Dec 31, 25 | -44.24K | -- |
| Rede Wealth, LLC | -- | Dec 31, 25 | -1.79K | -- |
| TruWealth Advisors, LLC | -- | Dec 31, 25 | -3.73K | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Dec 31, 25 | -486 | -- |
| MORGAN STANLEY | 3.18M | Sep 30, 25 | -114.08K | -- |
| BANK OF AMERICA CORP /DE/ | 2.02M | Sep 30, 25 | +2.76K | -- |
| FMR LLC | 1.59M | Sep 30, 25 | +20.36K | -- |
| WELLS FARGO & COMPANY/MN | 1.11M | Sep 30, 25 | -4.36K | -- |
| LPL Financial LLC | 952.17K | Sep 30, 25 | +69.47K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | 899.54K | Sep 30, 25 | -21.53K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 818.10K | Sep 30, 25 | +7.54K | -- |
| BROWN ADVISORY INC | 536.34K | Sep 30, 25 | +65.22K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | 471.94K | Sep 30, 25 | -27.42K | -- |
| RAYMOND JAMES FINANCIAL INC | 460.37K | Sep 30, 25 | +98.57K | -- |
| JPMORGAN CHASE & CO | 412.61K | Sep 30, 25 | -1.98K | -- |
| HighTower Advisors, LLC | 364.06K | Sep 30, 25 | +19.24K | -- |
| Glenmede Investment Management, LP | 351.52K | Sep 30, 25 | -4.47K | -- |
| AMERIPRISE FINANCIAL INC | 348.53K | Sep 30, 25 | -94.92K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 283.15K | Sep 30, 25 | -5.41K | -- |
| Cerity Partners LLC | 281.84K | Sep 30, 25 | -16.90K | -- |
| ROYAL BANK OF CANADA | 269.37K | Sep 30, 25 | -101.91K | -- |
| MONETA GROUP INVESTMENT ADVISORS LLC | 227.48K | Sep 30, 25 | +7.43K | -- |
| JONES FINANCIAL COMPANIES LLLP | 204.25K | Sep 30, 25 | +13.40K | -- |
| SPC Financial, Inc. | 199.50K | Sep 30, 25 | -1.16K | -- |
| CAPTRUST FINANCIAL ADVISORS | 188.24K | Sep 30, 25 | +858 | -- |
| Rockefeller Capital Management L.P. | 180.63K | Sep 30, 25 | -1.75K | -- |
| Mariner, LLC | 179.62K | Sep 30, 25 | +12.25K | -- |
| Cetera Investment Advisers | 168.01K | Sep 30, 25 | +110.58K | -- |
| ADVISOR GROUP HOLDINGS, INC. | 167.50K | Sep 30, 25 | +3.11K | -- |
| Falcon Wealth Planning | 162.71K | Sep 30, 25 | +8.46K | -- |
| Colony Group, LLC | 159.58K | Sep 30, 25 | +1.30K | -- |
| Schneider Downs Wealth Management Advisors, LP | 157.58K | Sep 30, 25 | +5.42K | -- |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 140.82K | Sep 30, 25 | -2.73K | -- |
| STIFEL FINANCIAL CORP | 131.11K | Sep 30, 25 | -7.32K | -- |
| TRUIST FINANCIAL CORP | 130.70K | Sep 30, 25 | -2.93K | -- |
| PINNACLE FINANCIAL PARTNERS INC | 118.44K | Sep 30, 25 | -10.95K | -- |
| Cassaday & Co Wealth Management LLC | 103.06K | Sep 30, 25 | -1.61K | -- |
| Creative Planning | 102.42K | Sep 30, 25 | +2.50K | -- |
| OPPENHEIMER ASSET MANAGEMENT INC. | 97.73K | Sep 30, 25 | -470 | -- |
| One Capital Management, LLC | 96.45K | Sep 30, 25 | -28.63K | -- |
| Texas Yale Capital Corp. | 95.25K | Sep 30, 25 | -- | -- |
| MAI Capital Management | 92.79K | Sep 30, 25 | -2.88K | -- |
| INSPIRE TRUST CO, N.A. | 85.00K | Sep 30, 25 | +10.00K | -- |
| Equitable Holdings, Inc. | 79.80K | Sep 30, 25 | +2.38K | -- |
| Cresset Asset Management, LLC | 76.40K | Sep 30, 25 | -1.94K | -- |
| GOLDMAN SACHS GROUP INC | 73.92K | Sep 30, 25 | +213 | -- |
| FRANKLIN RESOURCES INC | 71.31K | Sep 30, 25 | -- | -- |
| Lido Advisors, LLC | 70.56K | Sep 30, 25 | +6.47K | -- |
| Cambridge Investment Research Advisors, Inc. | 66.07K | Sep 30, 25 | +11.43K | -- |
| MML INVESTORS SERVICES, LLC | 66.06K | Sep 30, 25 | +12.00K | -- |
| Steward Partners Investment Advisory, LLC | 66.03K | Sep 30, 25 | -1.10K | -- |
| Future Fund LLC | 64.21K | Sep 30, 25 | -- | -- |
| Financial Engines Advisors L.L.C. | 64.01K | Sep 30, 25 | -446 | -- |
| PITTENGER & ANDERSON INC | 63.45K | Sep 30, 25 | -- | -- |
| DEUTSCHE BANK AG\ | 62.51K | Sep 30, 25 | -- | -- |
| FIFTH THIRD BANCORP | 59.96K | Sep 30, 25 | -1.17K | -- |
| Financial Advisors Network, Inc. | 59.37K | Sep 30, 25 | +1.05K | -- |
| Kestra Advisory Services, LLC | 58.81K | Sep 30, 25 | -35 | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 57.97K | Sep 30, 25 | +32.48K | -- |
| NORTHERN TRUST CORP | 55.11K | Sep 30, 25 | -1.16K | -- |
| Baird Financial Group, Inc. | 54.03K | Sep 30, 25 | +903 | -- |
| Atomi Financial Group, Inc. | 53.48K | Sep 30, 25 | +5.80K | -- |
| UMB Bank, n.a. | 51.30K | Sep 30, 25 | -2.38K | -- |
| BNP PARIBAS ARBITRAGE, SNC | 50.60K | Sep 30, 25 | +50.60K | -- |
| CI Private Wealth, LLC | 48.87K | Sep 30, 25 | -55.40K | -- |
| Bank of New York Mellon Corp | 47.38K | Sep 30, 25 | -1.66K | -- |
| BOKF, NA | 43.79K | Sep 30, 25 | +632 | -- |
| Baltimore-Washington Financial Advisors, Inc. | 43.55K | Sep 30, 25 | -1.16K | -- |
| ROVIN CAPITAL /UT/ /ADV | 42.55K | Sep 30, 25 | +38.19K | -- |
| LEVEL FOUR ADVISORY SERVICES, LLC | 42.52K | Sep 30, 25 | -28 | -- |
| Azimuth Capital Investment Management LLC | 41.47K | Sep 30, 25 | -1.00K | -- |
| Centerpoint Advisors, LLC | 41.20K | Sep 30, 25 | -479 | -- |
| Mill Creek Capital Advisors, LLC | 38.74K | Sep 30, 25 | +2 | -- |
| Private Advisor Group, LLC | 36.64K | Sep 30, 25 | +1.27K | -- |
| Asset Management Group, Inc. | 35.96K | Sep 30, 25 | -1.37K | -- |
| Sunbelt Securities, Inc. | 35.60K | Sep 30, 25 | -461 | -- |
| BANK OF MONTREAL /CAN/ | 34.30K | Sep 30, 25 | -1.08K | -- |
| BRYN MAWR TRUST Co | 32.44K | Sep 30, 25 | -2.86K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | 31.99K | Sep 30, 25 | +31.99K | -- |
| Guidance Point Advisors, LLC | 31.35K | Sep 30, 25 | -2.01K | -- |
| PEAPACK GLADSTONE FINANCIAL CORP | 31.29K | Sep 30, 25 | -72 | -- |
| Total Wealth Planning, LLC | 29.90K | Sep 30, 25 | +5.75K | -- |
| LTG Capital LLC | 29.35K | Sep 30, 25 | -360 | -- |
| Janney Montgomery Scott LLC | 29.07K | Sep 30, 25 | +1.27K | -- |
| TCFG WEALTH MANAGEMENT, LLC | 28.73K | Sep 30, 25 | +28.73K | -- |
| Watts Gwilliam & Co., LLC | 28.51K | Sep 30, 25 | -109 | -- |
| MMA ASSET MANAGEMENT LLC | 28.46K | Sep 30, 25 | -3.44K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.95K | Sep 30, 25 | -7.72K | -- |
| Integrated Wealth Concepts LLC | 27.64K | Sep 30, 25 | +1.73K | -- |
| NATIXIS ADVISORS, L.P. | 27.27K | Sep 30, 25 | +3.90K | -- |
| PINNACLE ASSOCIATES LTD | 26.29K | Sep 30, 25 | -467 | -- |
| HARBOR ADVISORY CORP /MA/ | 25.78K | Sep 30, 25 | -- | -- |
| Crestwood Advisors Group LLC | 25.12K | Sep 30, 25 | -60 | -- |
| M1 Capital Management LLC | 24.50K | Sep 30, 25 | +24.50K | -- |
| TOBIAS FINANCIAL ADVISORS, INC. | 24.23K | Sep 30, 25 | -346 | -- |
| PACIFIC SUN FINANCIAL CORP | 23.84K | Sep 30, 25 | -350 | -- |
| Blue Edge Capital, LLC | 22.52K | Sep 30, 25 | -490 | -- |
| Savant Capital, LLC | 22.30K | Sep 30, 25 | -5.06K | -- |
| Wealthspire Advisors, LLC | 21.90K | Sep 30, 25 | +11.25K | -- |
| NewEdge Advisors, LLC | 21.15K | Sep 30, 25 | +10.84K | -- |
| Pathstone Holdings, LLC | 21.04K | Sep 30, 25 | -5.16K | -- |
| ALLIANCEBERNSTEIN L.P. | 20.95K | Sep 30, 25 | +55 | -- |
| ASSOCIATED BANC-CORP | 20.21K | Sep 30, 25 | -491 | -- |
| BANK OF NOVA SCOTIA | 20.00K | Sep 30, 25 | +20.00K | -- |
| Broadview Financial Management, LLC | 19.58K | Sep 30, 25 | -1.37K | -- |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 19.38K | Sep 30, 25 | -9.55K | -- |
| Cypress Capital Management LLC (WY) | 19.36K | Sep 30, 25 | -665 | -- |
| TD PRIVATE CLIENT WEALTH LLC | 18.62K | Sep 30, 25 | -1.81K | -- |
| NorthRock Partners, LLC | 18.59K | Sep 30, 25 | -521 | -- |
| MSH Capital Advisors LLC | 18.28K | Sep 30, 25 | -1.19K | -- |
| Kovitz Investment Group Partners, LLC | 18.23K | Sep 30, 25 | +182 | -- |
| Taylor Financial Group, Inc. | 17.56K | Sep 30, 25 | +518 | -- |
| Pensionmark Financial Group, LLC | 17.18K | Sep 30, 25 | -162.22K | -- |
| StoneX Group Inc. | 17.14K | Sep 30, 25 | +271 | -- |
| Ullmann Wealth Partners Group, LLC | 17.07K | Sep 30, 25 | -613 | -- |
| Connecticut Wealth Management, LLC | 16.92K | Sep 30, 25 | -370 | -- |
| Soltis Investment Advisors LLC | 16.32K | Sep 30, 25 | -134 | -- |
| Arkadios Wealth Advisors | 16.25K | Sep 30, 25 | +2.07K | -- |
| J.W. COLE ADVISORS, INC. | 15.92K | Sep 30, 25 | -759 | -- |
| Envestnet Portfolio Solutions, Inc. | 15.91K | Sep 30, 25 | +54 | -- |
| Parallel Advisors, LLC | 15.83K | Sep 30, 25 | +465 | -- |
| TIEMANN INVESTMENT ADVISORS, LLC | 14.31K | Sep 30, 25 | +64 | -- |
| CITIGROUP INC | 14.06K | Sep 30, 25 | -31 | -- |
| HUNTINGTON NATIONAL BANK | 13.97K | Sep 30, 25 | -1.64K | -- |
| Ballentine Partners, LLC | 13.72K | Sep 30, 25 | +160 | -- |
| Resources Investment Advisors, LLC. | 13.30K | Sep 30, 25 | -1.08K | -- |
| PACIFIC FINANCIAL GROUP INC | 13.20K | Sep 30, 25 | -148 | -- |
| White Lighthouse Investment Management Inc. | 12.84K | Sep 30, 25 | -541 | -- |
| BECKER CAPITAL MANAGEMENT INC | 12.80K | Sep 30, 25 | -- | -- |
| Advisory Services Network, LLC | 12.69K | Sep 30, 25 | -159 | -- |
| OARSMAN CAPITAL, INC. | 12.65K | Sep 30, 25 | -1.10K | -- |
| Strategic Investment Advisors / MI | 12.60K | Sep 30, 25 | +12.60K | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | 12.55K | Sep 30, 25 | +3.75K | -- |
| Cornerstone Capital, Inc. | 12.08K | Sep 30, 25 | +12.08K | -- |
| Novak & Powell Financial Services, Inc. | 11.99K | Sep 30, 25 | +5.85K | -- |
| PSI Advisors, LLC | 11.87K | Sep 30, 25 | -10.06K | -- |
| AFT, FORSYTH & COMPANY, INC. | 11.81K | Sep 30, 25 | +6 | -- |
| Regal Investment Advisors LLC | 11.63K | Sep 30, 25 | +1.02K | -- |
| Sovereign Investment Advisors, LLC | 11.62K | Sep 30, 25 | +25 | -- |
| Umpqua Bank | 11.61K | Sep 30, 25 | +929 | -- |
| JANE STREET GROUP, LLC | 11.28K | Sep 30, 25 | +11.28K | -- |
| Vestmark Advisory Solutions, Inc. | 11.13K | Sep 30, 25 | +8.49K | -- |
| Moors & Cabot, Inc. | 10.87K | Sep 30, 25 | +362 | -- |
| Allworth Financial LP | 10.76K | Sep 30, 25 | +219 | -- |
| WESBANCO BANK INC | 10.73K | Sep 30, 25 | +1.28K | -- |
| CIBC Private Wealth Group, LLC | 10.63K | Sep 30, 25 | -265 | -- |
| LGL PARTNERS, LLC | 10.54K | Sep 30, 25 | +23 | -- |
| BLAIR WILLIAM & CO/IL | 10.47K | Sep 30, 25 | -166 | -- |
| AQR CAPITAL MANAGEMENT LLC | 10.21K | Sep 30, 25 | +7.72K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.02K | Sep 30, 25 | -983 | -- |
| Ritter Daniher Financial Advisory LLC / DE | 9.62K | Sep 30, 25 | -757 | -- |
| McKinley Carter Wealth Services, Inc. | 9.27K | Sep 30, 25 | -1.69K | -- |
| IFP Advisors, Inc | 9.10K | Sep 30, 25 | -77.40K | -- |
| MISSION WEALTH MANAGEMENT, LP | 8.81K | Sep 30, 25 | -1.07K | -- |
| Ruggaard & Associates LLC | 8.61K | Sep 30, 25 | -- | -- |
| Parkside Financial Bank & Trust | 8.54K | Sep 30, 25 | -22 | -- |
| IHT Wealth Management, LLC | 8.38K | Sep 30, 25 | -146 | -- |
| Peregrine Asset Advisers, Inc. | 8.32K | Sep 30, 25 | -66 | -- |
| Bragg Financial Advisors, Inc | 8.31K | Sep 30, 25 | -- | -- |
| Financial Alternatives, Inc | 8.26K | Sep 30, 25 | -- | -- |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 8.17K | Sep 30, 25 | -- | -- |
| Midwest Trust Co | 7.95K | Sep 30, 25 | -115 | -- |
| Keebeck Wealth Management, LLC | 7.87K | Sep 30, 25 | -2.04K | -- |
| COMMERCE BANK | 7.81K | Sep 30, 25 | +1.43K | -- |
| Capital Square, LLC | 7.78K | Sep 30, 25 | +1.13K | -- |
| Quantinno Capital Management LP | 7.61K | Sep 30, 25 | +3.26K | -- |
| TIAA TRUST, NATIONAL ASSOCIATION | 7.60K | Sep 30, 25 | -11 | -- |
| Clearstead Advisors, LLC | 7.47K | Sep 30, 25 | -282 | -- |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 7.46K | Sep 30, 25 | -- | -- |
| VestGen Advisors, LLC | 7.31K | Sep 30, 25 | -239 | -- |
| Essex Financial Services, Inc. | 7.24K | Sep 30, 25 | +72 | -- |
| Waverly Advisors, LLC | 7.21K | Sep 30, 25 | -1.08K | -- |
| Prospect Financial Services LLC | 7.15K | Sep 30, 25 | +1.11K | -- |
| Hurley Capital, LLC | 6.97K | Sep 30, 25 | +140 | -- |
| Key FInancial Inc | 6.88K | Sep 30, 25 | -- | -- |
| STEPHENS INC /AR/ | 6.85K | Sep 30, 25 | -10 | -- |
| EFG Asset Management (Americas) Corp. | 6.79K | Sep 30, 25 | -- | -- |
| CARY STREET PARTNERS FINANCIAL LLC | 6.77K | Sep 30, 25 | -67 | -- |
| FARMERS & MERCHANTS INVESTMENTS INC | 6.46K | Sep 30, 25 | +110 | -- |
| Kingsview Wealth Management, LLC | 6.32K | Sep 30, 25 | -69 | -- |
| Beacon Pointe Advisors, LLC | 6.28K | Sep 30, 25 | +240 | -- |
| BlackRock, Inc. | 6.26K | Sep 30, 25 | -1.52K | -- |
| Prospera Financial Services Inc | 6.10K | Sep 30, 25 | -59.94K | -- |
| JOHNSON INVESTMENT COUNSEL INC | 6.06K | Sep 30, 25 | +370 | -- |
| PRINCIPAL SECURITIES, INC. | 6.02K | Sep 30, 25 | +769 | -- |
| MCF Advisors LLC | 5.96K | Sep 30, 25 | +2 | -- |
| Global Retirement Partners, LLC | 5.96K | Sep 30, 25 | -63 | -- |
| PKS Advisory Services, LLC | 5.86K | Sep 30, 25 | -154 | -- |
| WealthShield Partners, LLC | 5.70K | Sep 30, 25 | -138 | -- |
| Signature Wealth Management Partners, LLC | 5.51K | Sep 30, 25 | -- | -- |
| Strategic Family Wealth Counselors, L.L.C. | 5.51K | Sep 30, 25 | -- | -- |
| Adviser Investments LLC | 5.32K | Sep 30, 25 | +18 | -- |
| TAGStone Capital, Inc. | 5.27K | Sep 30, 25 | -53 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.21K | Sep 30, 25 | +4.47K | -- |
| MONEY CONCEPTS CAPITAL CORP | 5.18K | Sep 30, 25 | +247 | -- |
| Allen Investment Management LLC | 5.00K | Sep 30, 25 | -- | -- |
| BRADLEY FOSTER & SARGENT INC/CT | 5.00K | Sep 30, 25 | -134 | -- |
| Ellis Investment Partners, LLC | 4.99K | Sep 30, 25 | -98 | -- |
| Main Street Financial Solutions, LLC | 4.91K | Sep 30, 25 | -- | -- |
| Valeo Financial Advisors, LLC | 4.82K | Sep 30, 25 | -493 | -- |
| OPPENHEIMER & CO INC | 4.80K | Sep 30, 25 | +1.97K | -- |
| Front Row Advisors LLC | 4.80K | Sep 30, 25 | -- | -- |
| Principle Wealth Partners LLC | 4.79K | Sep 30, 25 | -367 | -- |
| Operose Advisors LLC | 4.77K | Sep 30, 25 | +1 | -- |
| AWM CAPITAL, LLC | 4.72K | Sep 30, 25 | -- | -- |
| BRIDGES INVESTMENT MANAGEMENT INC | 4.66K | Sep 30, 25 | +1.28K | -- |
| Simmons Bank | 4.58K | Sep 30, 25 | +230 | -- |
| Capital Analysts, LLC | 4.56K | Sep 30, 25 | -993 | -- |
| Meridian Wealth Management, LLC | 4.55K | Sep 30, 25 | -190 | -- |
| FIRST TRUST ADVISORS LP | 4.54K | Sep 30, 25 | +1.65K | -- |
| Shoker Investment Counsel, Inc. | 4.42K | Sep 30, 25 | -7 | -- |
| Rehmann Capital Advisory Group | 4.38K | Sep 30, 25 | -60 | -- |
| Sequent Asset Management, LLC | 4.37K | Sep 30, 25 | -- | -- |
| FAS Wealth Partners, Inc. | 4.36K | Sep 30, 25 | -24 | -- |
| Dana Investment Advisors, Inc. | 4.34K | Sep 30, 25 | +1.00K | -- |
| Wellspring Financial Advisors, LLC | 4.34K | Sep 30, 25 | +7 | -- |
| CALTON & ASSOCIATES, INC. | 4.28K | Sep 30, 25 | +1 | -- |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.27K | Sep 30, 25 | -1.10K | -- |
| Blackston Financial Advisory Group, LLC | 4.09K | Sep 30, 25 | -316 | -- |
| Western Wealth Management, LLC | 4.08K | Sep 30, 25 | -12 | -- |
| Vickerman Investment Advisors, Inc. | 4.06K | Sep 30, 25 | -19 | -- |
| Carl P. Sherr & Co., LLC | 4.03K | Sep 30, 25 | -44 | -- |
| IEQ CAPITAL, LLC | 4.03K | Sep 30, 25 | -415 | -- |
| Summit Financial, LLC | 3.96K | Sep 30, 25 | +16 | -- |
| IFG Advisory, LLC | 3.94K | Sep 30, 25 | -- | -- |
| Callan Family Office, LLC | 3.94K | Sep 30, 25 | -479 | -- |
| Avidian Wealth Solutions, LLC | 3.90K | Sep 30, 25 | +3 | -- |
| EVOKE WEALTH, LLC | 3.90K | Sep 30, 25 | -958 | -- |
| HANCOCK WHITNEY CORP | 3.85K | Sep 30, 25 | +35 | -- |
| SYNOVUS FINANCIAL CORP | 3.76K | Sep 30, 25 | +400 | -- |
| Vertex Planning Partners, LLC | 3.76K | Sep 30, 25 | +1 | -- |
| Everstar Asset Management, LLC | 3.67K | Sep 30, 25 | -- | -- |
| One Day In July LLC | 3.64K | Sep 30, 25 | -251 | -- |
| XTX Topco Ltd | 3.50K | Sep 30, 25 | +3.50K | -- |
| TCTC Holdings, LLC | 3.50K | Sep 30, 25 | -- | -- |
| Plante Moran Financial Advisors, LLC | 3.49K | Sep 30, 25 | -- | -- |
| Mutual Advisors, LLC | 3.42K | Sep 30, 25 | +155 | -- |
| DEARBORN PARTNERS LLC | 3.20K | Sep 30, 25 | -1.00K | -- |
| ALLIUM FINANCIAL ADVISORS, LLC | 3.19K | Sep 30, 25 | -315 | -- |
| First Western Trust Bank | 3.16K | Sep 30, 25 | -- | -- |
| Betterment LLC | 3.12K | Sep 30, 25 | -387 | -- |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3.10K | Sep 30, 25 | -22 | -- |
| Atria Investments, Inc | 3.08K | Sep 30, 25 | +55 | -- |
| Bison Wealth, LLC | 3.08K | Sep 30, 25 | +3.08K | -- |
| Private Wealth Asset Management, LLC | 3.05K | Sep 30, 25 | +760 | -- |
| Glen Eagle Advisors, LLC | 3.01K | Sep 30, 25 | +110 | -- |
| Brinker Capital Investments, LLC | 2.99K | Sep 30, 25 | -3.16K | -- |
| GREAT LAKES ADVISORS, LLC | 2.97K | Sep 30, 25 | -- | -- |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.92K | Sep 30, 25 | +186 | -- |
| Ameritas Advisory Services, LLC | 2.91K | Sep 30, 25 | -135 | -- |
| Sequoia Financial Advisors, LLC | 2.89K | Sep 30, 25 | -172 | -- |
| LOWE BROCKENBROUGH & CO INC | 2.89K | Sep 30, 25 | -44 | -- |
| CONNING INC. | 2.88K | Sep 30, 25 | -1.13K | -- |
| NATIONAL BANK OF CANADA /FI/ | 2.88K | Sep 30, 25 | +1.51K | -- |
| OLD MISSION CAPITAL LLC | 2.87K | Sep 30, 25 | +2.87K | -- |
| Chokshi & Queen Wealth Advisors, Inc | 2.85K | Sep 30, 25 | +290 | -- |
| NIXON PEABODY TRUST CO | 2.82K | Sep 30, 25 | +195 | -- |
| KPP Advisory Services LLC | 2.80K | Sep 30, 25 | -10 | -- |
| Full Sail Capital, LLC | 2.80K | Sep 30, 25 | -- | -- |
| All Terrain Financial Advisors, LLC | 2.76K | Sep 30, 25 | -15 | -- |
| Crescent Grove Advisors, LLC | 2.67K | Sep 30, 25 | -- | -- |
| Pure Financial Advisors, LLC | 2.58K | Sep 30, 25 | -483 | -- |
| KING LUTHER CAPITAL MANAGEMENT CORP | 2.58K | Sep 30, 25 | -- | -- |
| Sensible Money, LLC | 2.49K | Sep 30, 25 | -7 | -- |
| Argent Trust Co | 2.49K | Sep 30, 25 | -- | -- |
| ROTHSCHILD INVESTMENT LLC | 2.47K | Sep 30, 25 | -- | -- |
| HBK Sorce Advisory LLC | 2.43K | Sep 30, 25 | +42 | -- |
| HAZLETT, BURT & WATSON, INC. | 2.40K | Sep 30, 25 | +85 | -- |
| WEDBUSH SECURITIES INC | 2.39K | Sep 30, 25 | +88 | -- |
| BURKE & HERBERT BANK & TRUST CO | 2.33K | Sep 30, 25 | -- | -- |
| WealthTrust Axiom LLC | 2.32K | Sep 30, 25 | -- | -- |
| Ackerman Capital Advisors, LLC | 2.30K | Sep 30, 25 | -- | -- |
| LaFleur & Godfrey LLC | 2.30K | Sep 30, 25 | -- | -- |
| Heritage Wealth Advisors | 2.29K | Sep 30, 25 | -- | -- |
| Security National Bank | 2.27K | Sep 30, 25 | -- | -- |
| Strategic Wealth Investment Group, LLC | 2.26K | Sep 30, 25 | +1.80K | -- |
| ShoreHaven Wealth Partners, LLC | 2.26K | Sep 30, 25 | -- | -- |
| Clarity Asset Management, Inc. | 2.23K | Sep 30, 25 | +4 | -- |
| PIONEER TRUST BANK N A/OR | 2.20K | Sep 30, 25 | -- | -- |
| Goodwin Investment Advisory | 2.19K | Sep 30, 25 | -- | -- |
| FLOW TRADERS U.S. LLC | 2.17K | Sep 30, 25 | +252 | -- |
| COZAD ASSET MANAGEMENT INC | 2.15K | Sep 30, 25 | +25 | -- |
| SIGMA INVESTMENT COUNSELORS INC | 2.13K | Sep 30, 25 | -72 | -- |
| HARBOUR INVESTMENTS, INC. | 2.10K | Sep 30, 25 | +2 | -- |
| MGO ONE SEVEN LLC | 2.08K | Sep 30, 25 | -- | -- |
| Advisory Alpha, LLC | 2.05K | Sep 30, 25 | -- | -- |
| Snowden Capital Advisors LLC | 2.01K | Sep 30, 25 | -30 | -- |
| Manchester Capital Management LLC | 2.00K | Sep 30, 25 | -- | -- |
| Bensler, LLC | 2.00K | Sep 30, 25 | -287 | -- |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.99K | Sep 30, 25 | -- | -- |
| Pinnacle Wealth Management Advisory Group, LLC | 1.96K | Sep 30, 25 | -277 | -- |
| CFS Investment Advisory Services, LLC | 1.95K | Sep 30, 25 | -27 | -- |
| Venture Visionary Partners LLC | 1.91K | Sep 30, 25 | -- | -- |
| WealthPlan Investment Management, LLC | 1.89K | Sep 30, 25 | -- | -- |
| Intrua Financial, LLC | 1.89K | Sep 30, 25 | -- | -- |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.87K | Sep 30, 25 | -- | -- |
| Ameritas Investment Partners, Inc. | 1.86K | Sep 30, 25 | -- | -- |
| Gen-Wealth Partners Inc | 1.86K | Sep 30, 25 | -- | -- |
| GWN SECURITIES INC. | 1.84K | Sep 30, 25 | -555 | -- |
| Optimist Retirement Group LLC | 1.84K | Sep 30, 25 | +4 | -- |
| SECURITY NATIONAL BANK OF SO DAK | 1.84K | Sep 30, 25 | -- | -- |
| Vawter Financial, Ltd. | 1.82K | Sep 30, 25 | +1.82K | -- |
| CAHILL FINANCIAL ADVISORS INC | 1.82K | Sep 30, 25 | +1 | -- |
| Capital Investment Counsel, LLC | 1.82K | Sep 30, 25 | +88 | -- |
| Sage Financial Management Group, Inc. | 1.81K | Sep 30, 25 | -75 | -- |
| Richmond Investment Services, LLC | 1.78K | Sep 30, 25 | -158 | -- |
| MOTCO | 1.77K | Sep 30, 25 | -7 | -- |
| Oak Wealth Advisors LLC | 1.75K | Sep 30, 25 | -- | -- |
| Strive Asset Management, LLC | 1.74K | Sep 30, 25 | -3.56K | -- |
| Buckingham Strategic Partners | 1.68K | Sep 30, 25 | +1.68K | -- |
| Independent Advisor Alliance | 1.67K | Sep 30, 25 | +1.67K | -- |
| GAMCO INVESTORS, INC. ET AL | 1.65K | Sep 30, 25 | -- | -- |
| Beaton Management Co. Inc. | 1.64K | Sep 30, 25 | -- | -- |
| BURLING WEALTH PARTNERS, LLC | 1.64K | Sep 30, 25 | -- | -- |
| Gallacher Capital Management LLC | 1.63K | Sep 30, 25 | -- | -- |
| Miracle Mile Advisors, LLC | 1.61K | Sep 30, 25 | -118 | -- |
| Gladstone Institutional Advisory LLC | 1.60K | Sep 30, 25 | -93 | -- |
| HERITAGE INVESTORS MANAGEMENT CORP | 1.60K | Sep 30, 25 | -- | -- |
| BBR PARTNERS, LLC | 1.60K | Sep 30, 25 | +1.60K | -- |
| Eqis Capital Management, Inc. | 1.59K | Sep 30, 25 | -2.37K | -- |
| Total Clarity Wealth Management, Inc. | 1.56K | Sep 30, 25 | +1.56K | -- |
| RMB Capital Management, LLC | 1.56K | Sep 30, 25 | +1.56K | -- |
| Hoxton Planning & Management, LLC | 1.54K | Sep 30, 25 | +32 | -- |
| Holistic Planning, LLC | 1.53K | Sep 30, 25 | +1.53K | -- |
| Tranquility Partners, LLC | 1.51K | Sep 30, 25 | -- | -- |
| Garde Capital, Inc. | 1.50K | Sep 30, 25 | +22 | -- |
| White Knight Strategic Wealth Advisors, LLC | 1.47K | Sep 30, 25 | +1.47K | -- |
| COOPER/HAIMS ADVISORS, LLC | 1.47K | Sep 30, 25 | +1.47K | -- |
| Ironwood Investment Counsel, LLC | 1.47K | Sep 30, 25 | +1.47K | -- |
| Objective Capital Management, LLC | 1.46K | Sep 30, 25 | +1.46K | -- |
| MidAtlantic Capital Management, Inc. | 1.46K | Sep 30, 25 | +1.46K | -- |
| SouthState Corp | 1.45K | Sep 30, 25 | -900 | -- |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.43K | Sep 30, 25 | +1.43K | -- |
| BROWN BROTHERS HARRIMAN & CO | 1.41K | Sep 30, 25 | -- | -- |
| Atlantic Union Bankshares Corp | 1.37K | Sep 30, 25 | +835 | -- |
| Larson Financial Group LLC | 1.25K | Sep 30, 25 | +114 | -- |
| QUADRANT CAPITAL GROUP LLC | 1.19K | Sep 30, 25 | +1.19K | -- |
| Financial Freedom, LLC | 1.18K | Sep 30, 25 | +3 | -- |
| MATRIX PRIVATE CAPITAL GROUP LLC | 1.17K | Sep 30, 25 | -- | -- |
| Russell Investments Group, Ltd. | 1.14K | Sep 30, 25 | +205 | -- |
| ALERUS FINANCIAL NA | 1.14K | Sep 30, 25 | -- | -- |
| Orion Capital Management LLC | 1.14K | Sep 30, 25 | +1.14K | -- |
| Windsor Advisory Group, LLC | 1.10K | Sep 30, 25 | -- | -- |
| HM PAYSON & CO | 1.10K | Sep 30, 25 | -- | -- |
| OXFORD FINANCIAL GROUP LTD | 1.08K | Sep 30, 25 | -- | -- |
| CHILTON CAPITAL MANAGEMENT LLC | 1.01K | Sep 30, 25 | +215 | -- |
| Tidemark, LLC | 995 | Sep 30, 25 | -32 | -- |
| CENTRAL TRUST Co | 987 | Sep 30, 25 | -- | -- |
| Aptus Capital Advisors, LLC | 906 | Sep 30, 25 | +8 | -- |
| one8zero8, LLC | 829 | Sep 30, 25 | -- | -- |
| Insight Inv LLC | 762 | Sep 30, 25 | -201 | -- |
| GPS Wealth Strategies Group, LLC | 747 | Sep 30, 25 | -- | -- |
| LOGAN CAPITAL MANAGEMENT INC | 626 | Sep 30, 25 | +34 | -- |
| Painted Porch Advisors LLC | 587 | Sep 30, 25 | -- | -- |
| Topsail Wealth Management, LLC | 576 | Sep 30, 25 | -- | -- |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 570 | Sep 30, 25 | -- | -- |
| CARDIFF PARK ADVISORS, LLC | 540 | Sep 30, 25 | -- | -- |
| Peachtree Investment Partners, LLC | 519 | Sep 30, 25 | +1 | -- |
| Centennial Bank/AR/ | 500 | Sep 30, 25 | -- | -- |
| Ancora Advisors, LLC | 492 | Sep 30, 25 | -- | -- |
| Root Financial Partners, LLC | 446 | Sep 30, 25 | +446 | -- |
| Colonial Trust Advisors | 443 | Sep 30, 25 | -1 | -- |
| Wealth Preservation Advisors, LLC | 438 | Sep 30, 25 | -- | -- |
| BOK Financial Private Wealth, Inc. | 425 | Sep 30, 25 | +144 | -- |
| Vermillion & White Wealth Management Group, LLC | 408 | Sep 30, 25 | -- | -- |
| Smithfield Trust Co | 402 | Sep 30, 25 | -- | -- |
| Powell Investment Advisors, LLC | 400 | Sep 30, 25 | -- | -- |
| Cedar Mountain Advisors, LLC | 379 | Sep 30, 25 | +1 | -- |
| GGM Financials LLC | 312 | Sep 30, 25 | +312 | -- |
| HANTZ FINANCIAL SERVICES, INC. | 299 | Sep 30, 25 | +184 | -- |
| JPL Wealth Management, LLC | 299 | Sep 30, 25 | +299 | -- |
| Founders Financial Alliance, LLC | 294 | Sep 30, 25 | -- | -- |
| EXCEL SECURITIES & ASSOCIATES, INC. | 256 | Sep 30, 25 | +256 | -- |
| CX Institutional | 223 | Sep 30, 25 | -16 | -- |
| TUCKER ASSET MANAGEMENT LLC | 207 | Sep 30, 25 | -48 | -- |
| PERRITT CAPITAL MANAGEMENT INC | 204 | Sep 30, 25 | +1 | -- |
| ANGELES WEALTH MANAGEMENT, LLC | 200 | Sep 30, 25 | -- | -- |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 200 | Sep 30, 25 | -- | -- |
| TruNorth Capital Management, LLC | 200 | Sep 30, 25 | -- | -- |
| Bank of New Hampshire | 196 | Sep 30, 25 | -- | -- |
| SITTNER & NELSON, LLC | 187 | Sep 30, 25 | -- | -- |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 183 | Sep 30, 25 | -- | -- |
| MPWM ADVISORY SOLUTIONS, LLC | 180 | Sep 30, 25 | -- | -- |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 177 | Sep 30, 25 | +71 | -- |
| CNB Bank | 164 | Sep 30, 25 | -- | -- |
| Washington Trust Advisors, Inc. | 162 | Sep 30, 25 | +162 | -- |
| Community Bank, N.A. | 160 | Sep 30, 25 | -- | -- |
| Rise Advisors, LLC | 159 | Sep 30, 25 | -52 | -- |
| OAK HARBOR WEALTH PARTNERS, LLC | 112 | Sep 30, 25 | -- | -- |
| Avalon Trust Co | 108 | Sep 30, 25 | -- | -- |
| Hughes Financial Services, LLC | 105 | Sep 30, 25 | -- | -- |
| Imprint Wealth LLC | 95 | Sep 30, 25 | +95 | -- |
| VSM Wealth Advisory, LLC | 88 | Sep 30, 25 | -- | -- |
| C M BIDWELL & ASSOCIATES LTD | 86 | Sep 30, 25 | -- | -- |
| EverSource Wealth Advisors, LLC | 78 | Sep 30, 25 | +17 | -- |
| AlphaCore Capital LLC | 76 | Sep 30, 25 | -- | -- |
| Golden State Wealth Management, LLC | 71 | Sep 30, 25 | -- | -- |
| Murphy & Mullick Capital Management Corp | 70 | Sep 30, 25 | +35 | -- |
| Strategic Wealth Partners, Ltd. | 66 | Sep 30, 25 | -- | -- |
| Chung Wu Investment Group, LLC | 62 | Sep 30, 25 | -- | -- |
| Millstone Evans Group, LLC | 52 | Sep 30, 25 | -- | -- |
| DELTA ASSET MANAGEMENT LLC/TN | 50 | Sep 30, 25 | -- | -- |
| Lowe Wealth Advisors, LLC | 50 | Sep 30, 25 | -- | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | Sep 30, 25 | -- | -- |
| FSA Wealth Management LLC | 39 | Sep 30, 25 | -- | -- |
| Addison Advisors LLC | 35 | Sep 30, 25 | -- | -- |
| FLAGSHIP WEALTH ADVISORS, LLC | 35 | Sep 30, 25 | +35 | -- |
| Cornerstone Planning Group LLC | 25 | Sep 30, 25 | -- | -- |
| HOWE & RUSLING INC | 25 | Sep 30, 25 | -53 | -- |
| Goodman Advisory Group, LLC | 21 | Sep 30, 25 | +21 | -- |
| Armor Investment Advisors, LLC | 20 | Sep 30, 25 | -- | -- |
| Compass Financial Services Inc | 14 | Sep 30, 25 | +14 | -- |
| Colonial Trust Co / SC | 10 | Sep 30, 25 | -1 | -- |
| Promus Capital, LLC | 8 | Sep 30, 25 | +8 | -- |
| CLEAR INVESTMENT RESEARCH, LLC | 7 | Sep 30, 25 | +1 | -- |
| Cape Investment Advisory, Inc. | 4 | Sep 30, 25 | -- | -- |
| Qube Research & Technologies Ltd | 1 | Sep 30, 25 | -- | -- |
| FULLER & THALER ASSET MANAGEMENT, INC. | -- | Sep 30, 25 | -277 | -- |
| Transce3nd, LLC | -- | Sep 30, 25 | -83 | -- |
| Nordwand Advisors, LLC | -- | Sep 30, 25 | -1.10K | -- |
| 1 NORTH WEALTH SERVICES LLC | -- | Sep 30, 25 | -1 | -- |
| Clearstead Trust, LLC | -- | Sep 30, 25 | -11 | -- |
| Bellwether Advisors, LLC | -- | Sep 30, 25 | -754 | -- |
| Providence Capital Advisors, LLC | -- | Sep 30, 25 | -21 | -- |
| PITCAIRN CO | -- | Sep 30, 25 | -3.50K | -- |
| MJT & Associates Financial Advisory Group, Inc. | -- | Sep 30, 25 | -149 | -- |
| QRG CAPITAL MANAGEMENT, INC. | -- | Sep 30, 25 | -1.52K | -- |
| CITADEL ADVISORS LLC | -- | Sep 30, 25 | -24.51K | -- |
| Beacon Capital Management, LLC | -- | Sep 30, 25 | -271 | -- |
| RENAISSANCE TECHNOLOGIES LLC | -- | Sep 30, 25 | -5.90K | -- |
| ATTICUS WEALTH MANAGEMENT, LLC | -- | Sep 30, 25 | -586 | -- |
| Rossby Financial, LCC | -- | Sep 30, 25 | -13 | -- |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -4.59K | -- |
| SIMPLEX TRADING, LLC | -- | Sep 30, 25 | -25 | -- |
| Choate Investment Advisors | -- | Sep 30, 25 | -250 | -- |
| Tower Research Capital LLC (TRC) | -- | Sep 30, 25 | -14.94K | -- |
| AMERIFLEX GROUP, INC. | -- | Sep 30, 25 | -98 | -- |
| Bell Investment Advisors, Inc | -- | Sep 30, 25 | -64 | -- |
| New Age Alpha Advisors, LLC | -- | Sep 30, 25 | -1.81K | -- |
| B. Riley Wealth Advisors, Inc. | -- | Sep 30, 25 | -1.68K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Sep 30, 25 | -1.77K | -- |
| Redwood Investment Management, LLC | -- | Sep 30, 25 | -30.26K | -- |
| Wood Tarver Financial Group, LLC | -- | Sep 30, 25 | -134 | -- |
| Flaharty Asset Management, LLC | -- | Sep 30, 25 | -970 | -- |
| HRT FINANCIAL LP | -- | Sep 30, 25 | -18.27K | -- |
| Integrity Financial Corp /WA | -- | Sep 30, 25 | -150 | -- |
| SRS Capital Advisors, Inc. | -- | Sep 30, 25 | -139.28K | -- |
| Running Point Capital Advisors, LLC | -- | Sep 30, 25 | -69 | -- |
| TT Capital Management LLC | -- | Sep 30, 25 | -8.55K | -- |
| BESSEMER GROUP INC | -- | Sep 30, 25 | -1.13K | -- |
| Foundations Investment Advisors, LLC | -- | Sep 30, 25 | -2.25K | -- |
| Farmers & Merchants Trust Co of Chambersburg PA | -- | Sep 30, 25 | -80 | -- |
| Skopos Labs, Inc. | -- | Sep 30, 25 | -129 | -- |
| CULLEN/FROST BANKERS, INC. | -- | Sep 30, 25 | -22 | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -20.25K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 182.97K | Jun 30, 25 | +9.09K | -- |
| First Horizon Advisors, Inc. | 29.04K | Jun 30, 25 | +1.59K | -- |
| Family Firm, Inc. | 27.76K | Jun 30, 25 | +779 | -- |
| Smith Anglin Financial, LLC | 20.14K | Jun 30, 25 | -140 | -- |
| Northeast Financial Consultants Inc | 17.16K | Jun 30, 25 | -964 | -- |
| EP Wealth Advisors, LLC | 10.18K | Jun 30, 25 | +109 | -- |
| Paragon Private Wealth Management, LLC | 8.77K | Jun 30, 25 | -- | -- |
| ACAS, LLC | 6.64K | Jun 30, 25 | -118 | -- |
| Congress Wealth Management LLC / DE / | 4.27K | Jun 30, 25 | -10 | -- |
| Atria Wealth Solutions, Inc. | 3.77K | Jun 30, 25 | -78.80K | -- |
| SAXON INTERESTS, INC. | 2.89K | Jun 30, 25 | -- | -- |
| Capital Market Strategies LLC | 2.11K | Jun 30, 25 | +38 | -- |
| MV CAPITAL MANAGEMENT, INC. | 999 | Jun 30, 25 | -173 | -- |
| Kings Path Partners LLC | 546 | Jun 30, 25 | -- | -- |
| Kilter Group LLC | 88 | Jun 30, 25 | +88 | -- |
| Iron Horse Wealth Management, LLC | 2 | Jun 30, 25 | -- | -- |
| Christopher J. Hasenberg, Inc | -- | Jun 30, 25 | -32 | -- |
| Graypoint LLC | -- | Jun 30, 25 | -1.87K | -- |
| GLENMEDE TRUST CO NA | 358.71K | Mar 31, 25 | -7.17K | -- |
| Orion Portfolio Solutions, LLC | 7.04K | Mar 31, 25 | -9.08K | -- |
| Sheaff Brock Investment Advisors, LLC | 3.04K | Mar 31, 25 | -- | -- |
| West Coast Financial LLC | 2.15K | Mar 31, 25 | -- | -- |
| Keeley-Teton Advisors, LLC | 1.65K | Mar 31, 25 | -- | -- |
| CAROLINAS WEALTH CONSULTING LLC | 1.23K | Mar 31, 25 | +333 | -- |
| Sandy Spring Bank | 587 | Mar 31, 25 | -- | -- |
| Lindbrook Capital, LLC | 508 | Mar 31, 25 | -- | -- |
| Spectrum Wealth Counsel, LLC | 112 | Mar 31, 25 | -940 | -- |
| Safeguard Financial, LLC | -- | Mar 31, 25 | -2.23K | -- |
| BOSTON FINANCIAL MANGEMENT LLC | 3.50K | Dec 31, 24 | -- | -- |
| Executive Wealth Management, LLC | 2.79K | Dec 31, 24 | +182 | -- |
| RE Dickinson Investment Advisors, LLC | 2.49K | Dec 31, 24 | -943 | -- |
| UNIONVIEW, LLC | 1.58K | Dec 31, 24 | +4 | -- |
| TrinityPoint Wealth, LLC | 1.49K | Dec 31, 24 | +1.49K | -- |
| PRIVATE CAPITAL MANAGEMENT LLC | 1.02K | Dec 31, 24 | +900 | -- |
| Cassady Schiller Wealth Management, LLC | 159 | Dec 31, 24 | -- | -- |
| Sugarloaf Wealth Management, LLC | 152 | Dec 31, 24 | -- | -- |
| Raymond James Financial Services Advisors, Inc. | 189.59K | Sep 30, 24 | +30 | -- |
| RAYMOND JAMES & ASSOCIATES | 147.58K | Sep 30, 24 | +1.95K | -- |
| ETFIDEA, LLC | 60.27K | Sep 30, 24 | -223 | -- |
| Edmonds Duncan Registered Investment Advisors, LLC | 25.44K | Sep 30, 24 | +1.11K | -- |
| Halpern Financial, Inc. | 8.29K | Sep 30, 24 | -335 | -- |
| RAYMOND JAMES TRUST N.A. | 6.98K | Sep 30, 24 | -84 | -- |
| SpiderRock Advisors, LLC | 4.77K | Sep 30, 24 | +1.76K | -- |
| CONCENTRIC WEALTH MANAGEMENT, LLC | 3.08K | Sep 30, 24 | -- | -- |
| 9258 Wealth Management, LLC | 3.08K | Sep 30, 24 | -12 | -- |
| Carmichael Hill & Associates, Inc. | 2.19K | Sep 30, 24 | +15 | -- |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 76 | Sep 30, 24 | +76 | -- |
| M&R CAPITAL MANAGEMENT INC | 10 | Sep 30, 24 | -- | -- |
| Relative Value Partners Group, LLC | 27.28K | Jun 30, 24 | +27.28K | -- |
| Abbrea Capital, LLC | 2.86K | Jun 30, 24 | -- | -- |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2.61K | Jun 30, 24 | -1.23K | -- |
| ARVEST TRUST CO N A | 2.20K | Jun 30, 24 | -- | -- |
| Private Ocean, LLC | 620 | Jun 30, 24 | -- | -- |
| BlackRock Inc. | 296 | Jun 30, 24 | +94 | -- |
| Cetera Advisor Networks LLC | 58.16K | Mar 31, 24 | -1.10K | -- |
| Cetera Advisors LLC | 23.77K | Mar 31, 24 | +7.76K | -- |
| Strategic Wealth Partners Group LLC | 16.41K | Mar 31, 24 | -457 | -- |
| NORWOOD FINANCIAL CORP | 15.95K | Mar 31, 24 | -- | -- |
| SUMMIT FINANCIAL GROUP, INC. | 2.33K | Mar 31, 24 | -60 | -- |
| Bromfield Sneider Wealth Advisors | 1.81K | Mar 31, 24 | -- | -- |
| CAMBRIDGE TRUST CO | 1.03K | Mar 31, 24 | -- | -- |
| Retirement Group, LLC | 500 | Mar 31, 24 | -- | -- |
| WADE G W & INC | 66.72K | Dec 31, 23 | +4.11K | -- |
| WEALTHSOURCE PARTNERS, LLC | 7.89K | Dec 31, 23 | -4.97K | -- |
| Columbia Trust Co 01012016 | 4.96K | Dec 31, 23 | +2.55K | -- |
| StrategIQ Financial Group, LLC | 3.08K | Dec 31, 23 | -249 | -- |
| LWS Wealth Advisors, Inc. | 2.91K | Dec 31, 23 | +12 | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 1.78K | Dec 31, 23 | +1.78K | -- |
| Nalls Sherbakoff Group, LLC | 588 | Dec 31, 23 | -142 | -- |
| DB Wealth Management Group, LLC | 422 | Dec 31, 23 | -- | -- |
| Bartlett & Co. LLC | 237 | Dec 31, 23 | -- | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 173.69K | Sep 30, 23 | -6.72K | -- |
| COLONY GROUP LLC | 77.44K | Sep 30, 23 | -- | -- |
| PRW Wealth Management LLC | 58.46K | Sep 30, 23 | +58.46K | -- |
| BEDEL FINANCIAL CONSULTING INC | 3.45K | Sep 30, 23 | +3.45K | -- |
| ADVISOR PARTNERS II, LLC | 2.20K | Sep 30, 23 | +147 | -- |
| 3D/L Capital Management, LLC | 2.17K | Sep 30, 23 | +5 | -- |
| Sutton Wealth Advisors Inc. | 1.16K | Sep 30, 23 | -- | -- |
| Column Capital Advisors, LLC | 288 | Sep 30, 23 | -- | -- |
| Steward Financial Group LLC | 240 | Sep 30, 23 | -- | -- |
| Lumature Wealth Partners, LLC | 13.98K | Jun 30, 23 | +116 | -- |
| Intercontinental Wealth Advisors, LLC | 9.37K | Jun 30, 23 | -18 | -- |
| BDO Wealth Advisors, LLC | 8.49K | Jun 30, 23 | +1 | -- |
| TIAA, FSB | 7.58K | Jun 30, 23 | +420 | -- |
| First National Bank of South Miami | 2.42K | Jun 30, 23 | -1.68K | -- |
| Ten Capital Wealth Advisors, LLC | 1.19K | Jun 30, 23 | -- | -- |
| Endurance Wealth Management, Inc. | 310 | Jun 30, 23 | -- | -- |
| Kalos Management, Inc. | 61 | Jun 30, 23 | -- | -- |
| Wealth CMT | -- | Jun 30, 23 | -1.11K | -- |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC | 25.35K | Mar 31, 23 | -1.72K | -- |
| LeJeune Puetz Investment Counsel LLC | 3.45K | Mar 31, 23 | -- | -- |
| Ahrens Investment Partners LLC | 2.71K | Mar 31, 23 | -23 | -- |
| Stone Asset Management Inc. | 1.84K | Mar 31, 23 | -485 | -- |
| Southern Wealth Management, LLP | 1.84K | Mar 31, 23 | +1.84K | -- |
| RESOLUTE FINANCIAL, LLC | 3.92K | Dec 31, 22 | -3 | -- |
| GOFEN & GLOSSBERG LLC /IL/ | 2.95K | Dec 31, 22 | -- | -- |
| Newman & Schimel, LLC | 2.32K | Dec 31, 22 | +15 | -- |
| BOENNING & SCATTERGOOD, INC. | 1.75K | Dec 31, 22 | +1.75K | -- |
| Capital Directions Investment Advisors, LLC | 502 | Dec 31, 22 | +502 | -- |
| Sargent Bickham Lagudis LLC | 69 | Dec 31, 22 | -- | -- |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -88 | -- |
| Beaumont Financial Partners, LLC | 199.98K | Sep 30, 22 | -1.09K | -- |
| 55I, LLC | 129.63K | Sep 30, 22 | +101.71K | -- |
| DOWLING & YAHNKE LLC | 94.71K | Sep 30, 22 | -607 | -- |
| MUFG Americas Holdings Corp | 47.81K | Sep 30, 22 | -339 | -- |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 38.70K | Sep 30, 22 | -1.09K | -- |
| EATON VANCE MANAGEMENT | 9.90K | Sep 30, 22 | -- | -- |
| Maryland Capital Management | 6.42K | Sep 30, 22 | +200 | -- |
| American Portfolios Advisors | 4.11K | Sep 30, 22 | +1.72K | -- |
| Goldstein Munger & Associates | 2.74K | Sep 30, 22 | -- | -- |
| Spectrum Management Group, LLC | 840 | Sep 30, 22 | -- | -- |
| FourThought Financial, LLC | 659 | Sep 30, 22 | -- | -- |
| MILESTONE WEALTH, LLC | 41 | Sep 30, 22 | -5 | -- |
| KARLINSKI ANDREW C | -- | Sep 30, 22 | -231 | -- |
| Corient Capital Partners, LLC | -- | Sep 30, 22 | -2.79K | -- |
| ACG Wealth | -- | Sep 30, 22 | -97 | -- |
| HYA Advisors, Inc | 9.10K | Jun 30, 22 | +215 | -- |
| ADVISOR PARTNERS LLC | 2.05K | Jun 30, 22 | -- | -- |
| Fieldpoint Private Securities, LLC | 1.93K | Jun 30, 22 | -- | -- |
| HC FINANCIAL ADVISORS INC | 136 | Jun 30, 22 | -- | -- |
| Lake Point Wealth Management | 2 | Jun 30, 22 | -- | -- |
| BAR HARBOR TRUST SERVICES | -- | Jun 30, 22 | -- | -- |
| Private Capital Group, LLC | -- | Jun 30, 22 | -7.41K | -- |
| IndexIQ Advisors LLC | 30.63K | Mar 31, 22 | -11.62K | -- |
| Freedman Financial Associates, Inc. | 14.98K | Mar 31, 22 | +416 | -- |
| Personal Wealth Partners | 7.99K | Mar 31, 22 | -- | -- |
| People's United Financial, Inc. | 5.56K | Mar 31, 22 | -4.02K | -- |
| Meristem Family Wealth, LLC | 3.83K | Mar 31, 22 | -984 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3.06K | Mar 31, 22 | +563 | -- |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1.07K | Mar 31, 22 | +46 | -- |
| Swaine & Leidel Wealth Services, LLC | 654 | Mar 31, 22 | +654 | -- |
| Lenox Wealth Advisors, LLC | 128 | Mar 31, 22 | -- | -- |
| Crescent Capital Consulting, LLC | 16.78K | Dec 31, 21 | -18.14K | -- |
| Hayden Royal, LLC | 9.45K | Dec 31, 21 | +177 | -- |
| NEXT Financial Group, Inc | 3.89K | Dec 31, 21 | -87 | -- |
| Doman Group, LLC | 2.25K | Dec 31, 21 | +2.25K | -- |
| Mosaic Family Wealth, LLC | 2.10K | Dec 31, 21 | +272 | -- |
| Tygh Capital Management, Inc. | 1.72K | Dec 31, 21 | +1.72K | -- |
| FIRST MIDWEST BANK TRUST DIVISION | 1.64K | Dec 31, 21 | -- | -- |
| Country Club Trust Company, n.a. | 1.50K | Dec 31, 21 | +1.50K | -- |
| REILLY FINANCIAL ADVISORS, LLC | 220 | Dec 31, 21 | -- | -- |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -62 | -- |
| SECURITY NATIONAL TRUST CO | 47.77K | Sep 30, 21 | -- | -- |
| Harborview Advisors, LLC | 6.84K | Sep 30, 21 | +16 | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6.53K | Sep 30, 21 | -184 | -- |
| Ameritas Investment Company, LLC | 6.02K | Sep 30, 21 | +555 | -- |
| Newport Wealth Strategies, Inc. | 5.85K | Sep 30, 21 | -- | -- |
| Alexandria Capital, LLC | 2.67K | Sep 30, 21 | -- | -- |
| BBVA USA | 252 | Sep 30, 21 | -- | -- |
| Pinnacle Wealth Advisors | 111.45K | Jun 30, 21 | +111.45K | -- |
| Nachman Norwood & Parrott, Inc | 23.13K | Jun 30, 21 | +12 | -- |
| Financial Consulate Inc. | 12.21K | Jun 30, 21 | +12.21K | -- |
| BADGLEY PHELPS & BELL INC | 9.52K | Jun 30, 21 | -1.24K | -- |
| Allegiant Private Advisors, LLC | 8.47K | Jun 30, 21 | -260 | -- |
| Novak Financial Planning, LLC | 5.02K | Jun 30, 21 | -262 | -- |
| USCA RIA LLC | 4.99K | Jun 30, 21 | +4 | -- |
| 20/20 Capital Management, Inc. | 2.44K | Jun 30, 21 | -- | -- |
| FormulaFolio Investments, LLC | 60 | Jun 30, 21 | -- | -- |
| NORTH AMERICAN MANAGEMENT CORP | 105.89K | Mar 31, 21 | -6.88K | -- |
| Integer Wealth Advisors Group LLC | 29.76K | Mar 31, 21 | -2.77K | -- |
| Sullivan, Bruyette, Speros & Blaney, LLC | 3.03K | Mar 31, 21 | -30 | -- |
| TCF National Bank | 2.18K | Mar 31, 21 | -340 | -- |
| Stewardship Financial Advisors, LLC | 22 | Mar 31, 21 | +22 | -- |
| Winslow, Evans & Crocker, Inc. | 922 | Dec 31, 20 | +664 | -- |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 44 | Dec 31, 20 | +22 | -- |
| LifePlan Financial Group, Inc | 23.71K | Sep 30, 20 | -2.07K | -- |
| First Allied Advisory Services, Inc. | 12.76K | Sep 30, 20 | -5.56K | -- |
| SHINE INVESTMENT ADVISORY SERVICES INC | 8.16K | Sep 30, 20 | -1.58K | -- |
| 3D ASSET MANAGEMENT, INC | 2.03K | Sep 30, 20 | -521 | -- |
| NORTHSTAR WEALTH PARTNERS LLC | 1.61K | Sep 30, 20 | -395 | -- |
| Independence Advisors, LLC | 1.55K | Sep 30, 20 | -- | -- |
| QUANTUM CAPITAL MANAGEMENT | 1.47K | Sep 30, 20 | -27 | -- |
| Wealthspire Advisors, L.P. | 1.20K | Sep 30, 20 | +1.20K | -- |
| Starfire Investment Advisers, Inc. | 13.79K | Jun 30, 20 | -670 | -- |
| Argent Wealth Management LLC | 8.89K | Jun 30, 20 | -130 | -- |
| Lenox Wealth Management, Inc. | 58 | Jun 30, 20 | -- | -- |
| TRUEWEALTH LLC | 48 | Jun 30, 20 | -- | -- |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 2.39K | Mar 31, 20 | -3.18K | -- |
| Squar Milner Financial Services LLC | 48 | Mar 31, 20 | -- | -- |
| Willingdon Wealth Management | -- | Mar 31, 20 | -139 | -- |
| Stratford Consulting, LLC | -- | Mar 31, 20 | -5.31K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 34.95K | Dec 31, 19 | +1.12K | -- |
| Advisor Group, Inc. | 29.60K | Dec 31, 19 | -25.27K | -- |
| SUNTRUST BANKS INC | 20.89K | Sep 30, 19 | +4.39K | -- |
| BB&T SECURITIES, LLC | 6.45K | Sep 30, 19 | -245 | -- |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 1.13K | Sep 30, 19 | -- | -- |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 193 | Sep 30, 19 | -361 | -- |
| COBIZ WEALTH, LLC | 6.73K | Jun 30, 19 | -663 | -- |
| Hugh Johnson Advisors LLC | 1.87K | Jun 30, 19 | -105 | -- |
| CHEMICAL BANK | 1.14K | Jun 30, 19 | +1.14K | -- |
| Belvedere Advisors LLC | -- | Jun 30, 19 | -153 | -- |
| WealthTrust Fairport, LLC | 65.11K | Mar 31, 19 | +551 | -- |
| HL FINANCIAL SERVICES LLC | 9.52K | Mar 31, 19 | +1.52K | -- |
| NEXT Financial Holdings | 324 | Mar 31, 19 | +324 | -- |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | -- | Mar 31, 19 | -200 | -- |
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 7.34K | Dec 31, 18 | -45 | -- |
| Leonetti & Associates, LLC | 6.53K | Dec 31, 18 | -201 | -- |
| COMERICA SECURITIES INC | 5.46K | Dec 31, 18 | +35 | -- |
| BREMER TRUST NATIONAL ASSOCIATION | 1.18K | Dec 31, 18 | -- | -- |
| WealthTrust-Arizona, LLC | 190 | Dec 31, 18 | +1 | -- |
| Risk Paradigm Group, LLC | 102 | Dec 31, 18 | -- | -- |
| Watermark Asset Management, Inc. | 92 | Dec 31, 18 | -- | -- |
| Vantage Investment Advisors, LLC | 40.39K | Sep 30, 18 | +38.42K | -- |
| CUE ADVISORY SERVICES, INC. | 3.42K | Sep 30, 18 | -109 | -- |
| Ken Stern & Associates, Inc. | 1.46K | Sep 30, 18 | -- | -- |
| Edge Advisors, LLC | -- | Jun 30, 18 | -50 | -- |
| Kabarec Financial Advisors, Ltd. | -- | Jun 30, 18 | -40 | -- |
| Huntington Steele LLC | 3.76K | Mar 31, 18 | +294 | -- |
| Hefty Wealth Partners | 319 | Mar 31, 18 | -- | -- |
| ROCKEFELLER FINANCIAL SERVICES INC | 15.00K | Dec 31, 17 | -- | -- |
| GFS Private Wealth, LLC | 3.09K | Dec 31, 17 | +3.09K | -- |
| AURORA FINANCIAL ADVISORS, LLC | 2.61K | Dec 31, 17 | +2.61K | -- |
| BB&T INVESTMENT SERVICES, INC. | 964 | Dec 31, 17 | -- | -- |
| WealthShield, LLC | 188 | Dec 31, 17 | +188 | -- |
| NATIONAL PLANNING CORP | 62 | Dec 31, 17 | -12.16K | -- |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -2.77K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -5.43K | -- |
| ROBERTSON STEPHENS ADVISORS LLC | 1.23K | Sep 30, 17 | -65 | -- |
| Concert Wealth Management Inc. | -- | Sep 30, 17 | -3.14K | -- |
| Commonwealth Equity Services, Inc | 201.17K | Jun 30, 17 | -15.48K | -- |
| 1st Global Advisors, Inc. | 5.96K | Jun 30, 17 | -63 | -- |
| WFG Advisors, LP | 1.49K | Jun 30, 17 | +605 | -- |
| Geneva Advisors, LLC | 1.40K | Jun 30, 17 | +1.40K | -- |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -5.40K | -- |
| CT Financial Advisors LLC | 3.47K | Mar 31, 17 | +5 | -- |
| FIRST FINANCIAL EQUITY CORPORATION | 2.27K | Mar 31, 17 | +2.27K | -- |
| LBA Wealth Management, LLC | 256 | Mar 31, 17 | -- | -- |
| MSI Financial Services Inc | 41.80K | Dec 31, 16 | +9.31K | -- |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -4.47K | -- |
| SOCIETE GENERALE | 27.46K | Jun 30, 16 | +27.46K | -- |
| Investors Capital Advisory Services | 3.52K | Jun 30, 16 | -1.18K | -- |
| VSR Financial Services, Inc. | 2.70K | Jun 30, 16 | -16.73K | -- |
| FIRSTMERIT BANK N A TRUSTEE | 1.89K | Jun 30, 16 | -119 | -- |
| Carnick & Kubik, LLC | 7.03K | Mar 31, 16 | +413 | -- |
| Gupta Wealth Management LLC | 424 | Mar 31, 16 | +24 | -- |
| Alerus Investment Advisors Corp | 4 | Mar 31, 16 | -- | -- |
| CITY NATIONAL BANK | 134.64K | Sep 30, 15 | +9.18K | -- |
| J.P. Turner & Co Capital Mnagement, LLC | 1.90K | Sep 30, 15 | +1.90K | -- |
| Aris Wealth Services, Inc. | 25 | Sep 30, 15 | +25 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 11.12K | Jun 30, 15 | +101 | -- |
| STANCORP INVESTMENT ADVISERS INC | 9.44K | Mar 31, 15 | +1.11K | -- |
| BOSTON PRIVATE BANK & TRUST CO | 2.61K | Mar 31, 15 | -- | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | 7.22K | Dec 31, 14 | -22.77K | -- |
| Placemark Investments, Inc. | 6.98K | Dec 31, 14 | +53 | -- |
| FOUNDERS BANK & TRUST | 427 | Dec 31, 14 | -- | -- |
| UBS AG | 259.74K | Sep 30, 14 | -13.40K | -- |
| WILMINGTON TRUST CO | 372.82K | Jun 30, 14 | +29.63K | -- |
| Wilmington Trust, National Association | 189.22K | Jun 30, 14 | +13.49K | -- |
| Strategic Capital Group LLC | 27.89K | Jun 30, 14 | +1.82K | -- |
| Wilmington Trust Investment Management, LLC | 19.52K | Jun 30, 14 | +746 | -- |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -2.28K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 125.08K | Sep 30, 13 | -18.71K | -- |
| Signator Financial Services, Inc. | 325 | Sep 30, 13 | -- | -- |
| CITY NATIONAL ROCHDALE, LLC | 53.22K | Dec 31, 12 | +3.06K | -- |
| First Allied Securities, Inc. | 60.00K | Jun 30, 12 | -193 | -- |
| NOLLENBERGER CAPITAL PARTNERS INC | 1.81K | Dec 31, 10 | +154 | -- |
| RBC Dominion Securities Inc. | 600 | Dec 31, 08 | -- | -- |