iShares Core S&P U.S. Value ETF(IUSV)

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iShares Core S&P U.S. Value ETF(IUSV)

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$110.24—

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IUSV(IUSV)

IUSV

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 1004 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	83.37M	Mar 31, 26	-26.91K	34.74%
LPL Financial LLC	17.23M	Mar 31, 26	+819.09K	7.18%
MORGAN STANLEY	9.86M	Mar 31, 26	+138.83K	4.11%
JONES FINANCIAL COMPANIES LLLP	7.65M	Mar 31, 26	+1.23M	3.19%
ENVESTNET ASSET MANAGEMENT INC	7.17M	Mar 31, 26	+1.23M	2.99%
SIGNATUREFD, LLC	4.64M	Mar 31, 26	+68.52K	1.93%
Ronald Blue Trust, Inc.	4.28M	Mar 31, 26	-162.28K	1.78%
Kestra Investment Management, LLC	3.89M	Mar 31, 26	+121.20K	1.62%
ASPIRIANT, LLC	3.68M	Mar 31, 26	+100.86K	1.53%
Merit Financial Group, LLC	2.79M	Mar 31, 26	+194.00K	1.16%
JPMORGAN CHASE & CO	2.08M	Mar 31, 26	-242.69K	0.87%
RAYMOND JAMES FINANCIAL INC	1.64M	Mar 31, 26	-80.33K	0.68%
UBS Group AG	1.60M	Mar 31, 26	-12.88K	0.67%
ROYAL BANK OF CANADA	1.51M	Mar 31, 26	+29.89K	0.63%
PNC FINANCIAL SERVICES GROUP, INC.	1.44M	Mar 31, 26	+218.86K	0.60%
Auto-Owners Insurance Co	1.35M	Mar 31, 26	--	0.56%
BENJAMIN EDWARDS INC	1.31M	Mar 31, 26	+164.90K	0.55%
Modera Wealth Management, LLC	1.19M	Mar 31, 26	-6.41K	0.49%
WELLS FARGO & COMPANY/MN	1.18M	Mar 31, 26	+89.22K	0.49%
BLAIR WILLIAM & CO/IL	1.17M	Mar 31, 26	+71.95K	0.49%
Foster Group, Inc.	1.11M	Mar 31, 26	+31.35K	0.46%
NATIXIS ADVISORS, L.P.	1.02M	Mar 31, 26	+137.81K	0.43%
CI Private Wealth, LLC	818.41K	Mar 31, 26	+35.00K	0.34%
CANANDAIGUA NATIONAL CORP	810.70K	Mar 31, 26	+810.70K	0.34%
Venturi Wealth Management, LLC	791.99K	Mar 31, 26	-505.36K	0.33%
HighTower Advisors, LLC	717.48K	Mar 31, 26	+10.01K	0.30%
Cetera Investment Advisers	710.82K	Mar 31, 26	-32.78K	0.30%
PRINCIPAL SECURITIES, INC.	702.08K	Mar 31, 26	+74.43K	0.29%
Sequoia Financial Advisors, LLC	695.65K	Mar 31, 26	+360	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	658.58K	Mar 31, 26	-503.07K	0.27%
McGlone Suttner Wealth Management, Inc.	653.30K	Mar 31, 26	+9.43K	0.27%
Allworth Financial LP	597.60K	Mar 31, 26	-14.36K	0.25%
CWM, LLC	568.93K	Mar 31, 26	-44.14K	0.24%
Allspring Global Investments Holdings, LLC	525.57K	Mar 31, 26	-18.01K	0.22%
ADVISOR GROUP HOLDINGS, INC.	513.45K	Mar 31, 26	+10.73K	0.21%
FMR LLC	477.80K	Mar 31, 26	+6.86K	0.20%
Nadler Financial Group, Inc.	453.43K	Mar 31, 26	-4.91K	0.19%
RMB Capital Management, LLC	449.47K	Mar 31, 26	+138.67K	0.19%
Evergreen Wealth Solutions, LLC	442.95K	Mar 31, 26	+442.95K	0.18%
GOLDMAN SACHS GROUP INC	434.74K	Mar 31, 26	-125.43K	0.18%
Colony Group, LLC	418.66K	Mar 31, 26	-30.21K	0.17%
AMERIPRISE FINANCIAL INC	417.87K	Mar 31, 26	-1.91K	0.17%
FLAGSHIP HARBOR ADVISORS, LLC	407.86K	Mar 31, 26	-27.92K	0.17%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	390.73K	Mar 31, 26	-60.69K	0.16%
Tanglewood Legacy Advisors, LLC	381.43K	Mar 31, 26	+25.35K	0.16%
Atlantic Union Bankshares Corp	367.48K	Mar 31, 26	+6.56K	0.15%
Veracity Capital LLC	360.86K	Mar 31, 26	-44.09K	0.15%
HOWE & RUSLING INC	358.79K	Mar 31, 26	+9.47K	0.15%
HANTZ FINANCIAL SERVICES, INC.	358.14K	Mar 31, 26	+10.73K	0.15%
Financial Engines Advisors L.L.C.	344.71K	Mar 31, 26	+55.71K	0.14%
Equitable Holdings, Inc.	331.23K	Mar 31, 26	+100.21K	0.14%
PCA Investment Advisory Services Inc.	320.87K	Mar 31, 26	+18.36K	0.13%
Townsend & Associates, Inc	319.32K	Mar 31, 26	-43.98K	0.13%
Madison Wealth Partners, Inc	312.13K	Mar 31, 26	+176	0.13%
ForthRight Wealth Management, LLC	302.27K	Mar 31, 26	+1.82K	0.13%
DDFG, Inc	297.36K	Mar 31, 26	+17.05K	0.12%
SOUTHERN CAPITAL ADVISORS, LLC	295.60K	Mar 31, 26	+2.09K	0.12%
KESTRA PRIVATE WEALTH SERVICES, LLC	286.08K	Mar 31, 26	-54.78K	0.12%
Duncan Williams Asset Management, LLC	270.47K	Mar 31, 26	-2.35K	0.11%
Vident Advisory, LLC	250.03K	Mar 31, 26	+10.48K	0.10%
MML INVESTORS SERVICES, LLC	249.81K	Mar 31, 26	-38.19K	0.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	246.63K	Mar 31, 26	-140.68K	0.10%
Gotham Asset Management, LLC	240.97K	Mar 31, 26	+112.48K	0.10%
Garde Capital, Inc.	237.43K	Mar 31, 26	-3.94K	0.10%
Waldron Private Wealth LLC	234.68K	Mar 31, 26	-5.25K	0.10%
GDS Wealth Management	228.07K	Mar 31, 26	-13.40K	0.10%
Sanctuary Advisors, LLC	226.68K	Mar 31, 26	+9.81K	0.09%
Salus Financial Advisors, LLC	225.26K	Mar 31, 26	+18.27K	0.09%
Private Advisor Group, LLC	219.58K	Mar 31, 26	-137.01K	0.09%
Rockefeller Capital Management L.P.	216.56K	Mar 31, 26	-75	0.09%
Cambridge Investment Research Advisors, Inc.	211.61K	Mar 31, 26	+1.45K	0.09%
Steele Capital Management, Inc.	209.52K	Mar 31, 26	-1.39K	0.09%
Kestra Advisory Services, LLC	206.40K	Mar 31, 26	+37.61K	0.09%
Strategies Wealth Advisors, LLC	203.01K	Mar 31, 26	-7.53K	0.08%
Birchcreek Wealth Management, LLC	201.79K	Mar 31, 26	+2.52K	0.08%
SkyOak Wealth, LLC	200.48K	Mar 31, 26	-545	0.08%
IRONWOOD WEALTH MANAGEMENT, INC.	192.56K	Mar 31, 26	-1.46K	0.08%
Richard W. Paul & Associates, LLC	182.13K	Mar 31, 26	+7.25K	0.08%
High Probability Advisors, LLC	178.27K	Mar 31, 26	+6.69K	0.07%
Crescent Grove Advisors, LLC	162.44K	Mar 31, 26	-771	0.07%
Financial Partners Group, Inc	161.40K	Mar 31, 26	+1.03K	0.07%
MFA WEALTH ADVISORS, LLC	159.59K	Mar 31, 26	+10.36K	0.07%
Concurrent Investment Advisors, LLC	158.59K	Mar 31, 26	+3.03K	0.07%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	156.81K	Mar 31, 26	+26.29K	0.07%
Trek Financial, LLC	155.09K	Mar 31, 26	-75.51K	0.06%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	153.05K	Mar 31, 26	+2.43K	0.06%
STIFEL FINANCIAL CORP	151.23K	Mar 31, 26	-11.30K	0.06%
Allianz Asset Management GmbH	149.66K	Mar 31, 26	+149.66K	0.06%
Savant Capital, LLC	147.25K	Mar 31, 26	-712	0.06%
Global Strategic Investment Solutions, LLC	145.69K	Mar 31, 26	+384	0.06%
Petix & Botte Co	144.21K	Mar 31, 26	-8.26K	0.06%
Cosner Financial Group, LLC	139.86K	Mar 31, 26	+345	0.06%
FORTRESS FINANCIAL GROUP, LLC	139.37K	Mar 31, 26	-1.62K	0.06%
Carl P. Sherr & Co., LLC	136.43K	Mar 31, 26	-564	0.06%
Creative Planning	134.28K	Mar 31, 26	+1.22K	0.06%
NewEdge Advisors, LLC	130.21K	Mar 31, 26	+6.92K	0.05%
Baird Financial Group, Inc.	125.48K	Mar 31, 26	-168.13K	0.05%
CREATIVE FINANCIAL DESIGNS INC /ADV	119.39K	Mar 31, 26	+2.79K	0.05%
Atria Investments, Inc	118.55K	Mar 31, 26	-50.76K	0.05%
TRUIST FINANCIAL CORP	112.74K	Mar 31, 26	-28.99K	0.05%
Lutz Financial Services LLC	111.57K	Mar 31, 26	-773	0.05%
Stratos Wealth Partners, LTD.	110.75K	Mar 31, 26	+1.85K	0.05%
ERTS Wealth Advisors, LLC	110.28K	Mar 31, 26	-3.87K	0.05%
Mariner, LLC	106.87K	Mar 31, 26	+1.74K	0.04%
Integrated Wealth Concepts LLC	106.39K	Mar 31, 26	+2.73K	0.04%
Crestwood Advisors Group LLC	104.82K	Mar 31, 26	+80.14K	0.04%
Janney Montgomery Scott LLC	103.51K	Mar 31, 26	+36.51K	0.04%
Tortoise Investment Management, LLC	101.31K	Mar 31, 26	-2.40K	0.04%
Sigma Planning Corp	100.84K	Mar 31, 26	-7.90K	0.04%
Dynamic Advisor Solutions LLC	97.70K	Mar 31, 26	+1.78K	0.04%
Weil Company, Inc.	97.66K	Mar 31, 26	+16.72K	0.04%
SAPIENT CAPITAL LLC	96.53K	Mar 31, 26	+305	0.04%
Quent Capital, LLC	96.37K	Mar 31, 26	-2.29K	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	94.48K	Mar 31, 26	-1.20K	0.04%
Charter Oak Capital Management, LLC	93.57K	Mar 31, 26	+3.65K	0.04%
TD PRIVATE CLIENT WEALTH LLC	93.48K	Mar 31, 26	-11.66K	0.04%
Independence Financial Advisors, LLC	92.95K	Mar 31, 26	-25.76K	0.04%
Financial Council Asset Management Inc	90.78K	Mar 31, 26	+319	0.04%
Zuckerman Investment Group, LLC	88.53K	Mar 31, 26	+5.48K	0.04%
ICONIQ Capital, LLC	85.84K	Mar 31, 26	--	0.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	85.46K	Mar 31, 26	-10.02K	0.04%
Amplius Wealth Advisors, LLC	84.62K	Mar 31, 26	-2.65K	0.04%
ALLIANCEBERNSTEIN L.P.	82.28K	Mar 31, 26	-7.64K	0.03%
HighMark Wealth Management LLC	80.54K	Mar 31, 26	+3.74K	0.03%
Foundry Financial Group, Inc.	80.43K	Mar 31, 26	+1.51K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	79.24K	Mar 31, 26	+4.03K	0.03%
Vestmark Advisory Solutions, Inc.	77.61K	Mar 31, 26	+38.48K	0.03%
Canvas Wealth Advisors, LLC	76.63K	Mar 31, 26	+2.16K	0.03%
Resources Investment Advisors, LLC.	75.73K	Mar 31, 26	+64	0.03%
MOTIVE WEALTH ADVISORS	75.22K	Mar 31, 26	-677	0.03%
Paul Damon & Associates, Inc.	75.00K	Mar 31, 26	+25.11K	0.03%
Symphony Financial, Ltd. Co.	74.41K	Mar 31, 26	-4.63K	0.03%
Canandaigua National Trust Co of Florida	73.77K	Mar 31, 26	-366	0.03%
Gallagher Fiduciary Advisors, LLC	71.34K	Mar 31, 26	+9.02K	0.03%
CENTAURUS FINANCIAL, INC.	71.18K	Mar 31, 26	-95.17K	0.03%
LEGACY SOLUTIONS, LLC	70.67K	Mar 31, 26	-4.16K	0.03%
Independent Advisor Alliance	70.22K	Mar 31, 26	+70.22K	0.03%
Cerity Partners LLC	70.13K	Mar 31, 26	+36.52K	0.03%
Certified Advisory Corp	68.74K	Mar 31, 26	-45.40K	0.03%
Valmark Advisers, Inc.	67.60K	Mar 31, 26	-2.92K	0.03%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	67.17K	Mar 31, 26	+3.81K	0.03%
Able Wealth Management LLC	64.95K	Mar 31, 26	+1.42K	0.03%
Mutual Advisors, LLC	63.92K	Mar 31, 26	+1.30K	0.03%
BEAM WEALTH ADVISORS, INC.	60.87K	Mar 31, 26	-801	0.03%
Columbus Macro, LLC	58.78K	Mar 31, 26	+1.18K	0.02%
DEFINED WEALTH MANAGEMENT, LLC	58.23K	Mar 31, 26	+482	0.02%
Ameritas Advisory Services, LLC	57.76K	Mar 31, 26	-8.86K	0.02%
COREPATH WEALTH PARTNERS LLC	57.50K	Mar 31, 26	+256	0.02%
Arkadios Wealth Advisors	57.41K	Mar 31, 26	+6.84K	0.02%
Summit Financial, LLC	56.78K	Mar 31, 26	+4.05K	0.02%
SCS Capital Management LLC	56.39K	Mar 31, 26	--	0.02%
Advisory Services Network, LLC	55.93K	Mar 31, 26	+41.69K	0.02%
CAPTRUST FINANCIAL ADVISORS	54.46K	Mar 31, 26	-2.53K	0.02%
FIFTH THIRD BANCORP	53.79K	Mar 31, 26	+50.12K	0.02%
180 WEALTH ADVISORS, LLC	53.23K	Mar 31, 26	-983	0.02%
Robertson Stephens Wealth Management, LLC	52.85K	Mar 31, 26	-8.76K	0.02%
Eley Financial Management, Inc	51.50K	Mar 31, 26	+815	0.02%
Spire Wealth Management	51.40K	Mar 31, 26	-1.08K	0.02%
Perigon Wealth Management, LLC	50.36K	Mar 31, 26	-759	0.02%
Elm Partners Management LLC	49.76K	Mar 31, 26	+4.62K	0.02%
Summit Wealth Partners, LLC	48.91K	Mar 31, 26	+936	0.02%
STEVENS CAPITAL PARTNERS	48.02K	Mar 31, 26	-3.58K	0.02%
TD Waterhouse Canada Inc.	48.01K	Mar 31, 26	-21.22K	0.02%
Variant Private Wealth, LLC	47.70K	Mar 31, 26	+179	0.02%
US BANCORP \DE\	46.57K	Mar 31, 26	-118	0.02%
Eaton Financial Holdings Company, LLC	46.48K	Mar 31, 26	-3.33K	0.02%
Breakwater Capital Group	45.72K	Mar 31, 26	-959	0.02%
BlackRock, Inc.	44.29K	Mar 31, 26	+2.82K	0.02%
Asset Management Group, Inc.	43.48K	Mar 31, 26	-4.13K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	42.60K	Mar 31, 26	+8.15K	0.02%
EQUITY INVESTMENT CORP	42.38K	Mar 31, 26	-49.53K	0.02%
DEUTSCHE BANK AG\	42.23K	Mar 31, 26	-733	0.02%
VestGen Advisors, LLC	42.04K	Mar 31, 26	+30.65K	0.02%
IHT Wealth Management, LLC	40.70K	Mar 31, 26	-708	0.02%
M&T BANK CORP	40.54K	Mar 31, 26	-1.04K	0.02%
HILLTOP WEALTH ADVISORS, LLC	40.54K	Mar 31, 26	-2.33K	0.02%
BAILARD, INC.	40.13K	Mar 31, 26	+647	0.02%
Wealth Management Partners, LLC	40.13K	Mar 31, 26	+17	0.02%
Modern Wealth Management, LLC	39.53K	Mar 31, 26	-2.56K	0.02%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	39.28K	Mar 31, 26	+2.37K	0.02%
OLD POINT TRUST & FINANCIAL SERVICES N A	39.03K	Mar 31, 26	+7.94K	0.02%
Mount Yale Investment Advisors, LLC	38.98K	Mar 31, 26	+38.98K	0.02%
NORTHERN TRUST CORP	38.82K	Mar 31, 26	-418	0.02%
Windward Private Wealth Management Inc.	38.46K	Mar 31, 26	-383	0.02%
OPPENHEIMER & CO INC	38.11K	Mar 31, 26	+1.54K	0.02%
EP Wealth Advisors, LLC	37.59K	Mar 31, 26	-1.53K	0.02%
Geneos Wealth Management Inc.	37.44K	Mar 31, 26	+13.14K	0.02%
Forefront Wealth Partners, LLC	37.15K	Mar 31, 26	-4.07K	0.02%
Beacon Pointe Advisors, LLC	37.13K	Mar 31, 26	+24.68K	0.02%
Integrated Advisors Network LLC	36.60K	Mar 31, 26	-142.41K	0.02%
Greenline Partners, LLC	35.66K	Mar 31, 26	--	0.01%
Sunbelt Securities, Inc.	34.54K	Mar 31, 26	-2.90K	0.01%
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	33.76K	Mar 31, 26	+8.39K	0.01%
AQR CAPITAL MANAGEMENT LLC	33.45K	Mar 31, 26	+2.88K	0.01%
CATALYST PRIVATE WEALTH, LLC	32.28K	Mar 31, 26	-1.89K	0.01%
TOBIAS FINANCIAL ADVISORS, INC.	31.91K	Mar 31, 26	-132	0.01%
Leonard Rickey Investment Advisors P.L.L.C.	31.66K	Mar 31, 26	-830	0.01%
Buckingham Strategic Partners	31.43K	Mar 31, 26	-157	0.01%
Family Management Corp	30.96K	Mar 31, 26	+482	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	30.00K	Mar 31, 26	+5.80K	0.01%
HighPoint Advisor Group LLC	29.68K	Mar 31, 26	-1.00K	0.01%
ATLAS CAPITAL ADVISORS LLC	29.55K	Mar 31, 26	+630	0.01%
RENAISSANCE TECHNOLOGIES LLC	28.60K	Mar 31, 26	-19.10K	0.01%
Guidance Point Advisors, LLC	28.58K	Mar 31, 26	+562	0.01%
Farther Finance Advisors, LLC	28.58K	Mar 31, 26	+588	0.01%
ROBINSON SMITH WEALTH ADVISORS LLC	28.34K	Mar 31, 26	-52.42K	0.01%
Apollon Financial, LLC	27.80K	Mar 31, 26	+7.73K	0.01%
Steward Partners Investment Advisory, LLC	27.62K	Mar 31, 26	+3.37K	0.01%
Eagle Strategies LLC	27.61K	Mar 31, 26	+591	0.01%
Adviser Investments LLC	27.43K	Mar 31, 26	+6.77K	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	26.97K	Mar 31, 26	-942	0.01%
ZWJ INVESTMENT COUNSEL INC	26.93K	Mar 31, 26	+495	0.01%
Prospera Financial Services Inc	26.84K	Mar 31, 26	+1.66K	0.01%
Miracle Mile Advisors, LLC	26.56K	Mar 31, 26	-347	0.01%
Sterling Wealth Management, Inc.	26.16K	Mar 31, 26	+91	0.01%
17 CAPITAL PARTNERS, LLC	25.66K	Mar 31, 26	-4.15K	0.01%
General Partner, Inc.	25.63K	Mar 31, 26	--	0.01%
Global Assets Advisory, LLC	25.45K	Mar 31, 26	+21.56K	0.01%
PRIVATE TRUST CO NA	25.19K	Mar 31, 26	+832	0.01%
Wealth Advisors of Iowa, LLC	24.97K	Mar 31, 26	-91	0.01%
Silver Lake Advisory, LLC	24.83K	Mar 31, 26	+881	0.01%
GLENMEDE TRUST CO NA	24.63K	Mar 31, 26	-350	0.01%
Skopos Labs, Inc.	24.52K	Mar 31, 26	+1.18K	0.01%
Life Planning Partners, Inc	24.49K	Mar 31, 26	--	0.01%
Cresset Asset Management, LLC	24.31K	Mar 31, 26	-8.93K	0.01%
Regal Investment Advisors LLC	24.22K	Mar 31, 26	--	0.01%
MFA Wealth Services	24.09K	Mar 31, 26	+241	0.01%
CITIGROUP INC	23.82K	Mar 31, 26	+3.10K	0.01%
HARBOUR INVESTMENTS, INC.	23.28K	Mar 31, 26	+2.06K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	23.06K	Mar 31, 26	-108	0.01%
MATAURO, LLC	22.67K	Mar 31, 26	-1.60K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	22.61K	Mar 31, 26	+14.92K	0.01%
CAHILL FINANCIAL ADVISORS INC	22.08K	Mar 31, 26	+67	0.01%
XY Planning Network, Inc.	21.99K	Mar 31, 26	+446	0.01%
Caprock Group, LLC	21.77K	Mar 31, 26	--	0.01%
NewEdge Wealth, LLC	21.38K	Mar 31, 26	+997	0.01%
MONTAG A & ASSOCIATES INC	21.36K	Mar 31, 26	-5.56K	0.01%
Western Wealth Management, LLC	21.03K	Mar 31, 26	+397	0.01%
Legacy Financial Strategies, LLC	20.72K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	20.44K	Mar 31, 26	+18.47K	0.01%
Drake & Associates, LLC	20.40K	Mar 31, 26	-1.25K	0.01%
Foundations Investment Advisors, LLC	20.02K	Mar 31, 26	-3.63K	0.01%
Next Capital Management LLC	19.56K	Mar 31, 26	-821	0.01%
Vista Private Wealth Partners. LLC	19.50K	Mar 31, 26	-13.45K	0.01%
Occidental Asset Management, LLC	19.30K	Mar 31, 26	-58	0.01%
First Heartland Consultants, Inc.	19.08K	Mar 31, 26	-651	0.01%
NWF Advisory Services Inc.	18.56K	Mar 31, 26	+1.60K	0.01%
PFG Advisors	18.23K	Mar 31, 26	-2.26K	0.01%
PARK AVENUE SECURITIES LLC	18.16K	Mar 31, 26	+18.16K	0.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17.99K	Mar 31, 26	-113	0.01%
TL Private Wealth	17.66K	Mar 31, 26	-360	0.01%
Traub Capital Management LLC	17.20K	Mar 31, 26	+82	0.01%
MGO ONE SEVEN LLC	16.91K	Mar 31, 26	+2.35K	0.01%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	16.90K	Mar 31, 26	+15.73K	0.01%
Holistic Planning, LLC	16.57K	Mar 31, 26	-55	0.01%
Sovereign Financial Group, Inc.	16.51K	Mar 31, 26	+1.82K	0.01%
TriaGen Wealth Management LLC	16.39K	Mar 31, 26	--	0.01%
Joule Financial, LLC	16.00K	Mar 31, 26	+13.35K	0.01%
WJ Wealth Management, LLC	15.96K	Mar 31, 26	-481	0.01%
Brinker Capital Investments, LLC	15.88K	Mar 31, 26	-5.21K	0.01%
Carlton Hofferkamp & Jenks Wealth Management, LLC	15.61K	Mar 31, 26	-622	0.01%
CFO4Life Group, LLC	15.57K	Mar 31, 26	+60	0.01%
Soltis Investment Advisors LLC	14.85K	Mar 31, 26	+4	0.01%
Ipswich Investment Management Co., Inc.	14.80K	Mar 31, 26	+14.80K	0.01%
DEAN INVESTMENT ASSOCIATES, LLC	14.76K	Mar 31, 26	-110.97K	0.01%
Boyd Wealth Management, LLC	14.24K	Mar 31, 26	+2	0.01%
HUNTINGTON NATIONAL BANK	13.91K	Mar 31, 26	--	0.01%
Golden State Equity Partners	13.89K	Mar 31, 26	+266	0.01%
Quantinno Capital Management LP	13.74K	Mar 31, 26	+1.86K	0.01%
NEW WAVE WEALTH ADVISORS LLC	13.73K	Mar 31, 26	+128	0.01%
One Day In July LLC	13.49K	Mar 31, 26	+1.24K	0.01%
HOWLAND CAPITAL MANAGEMENT LLC	13.47K	Mar 31, 26	--	0.01%
Endowment Wealth Management, Inc.	13.34K	Mar 31, 26	-121	0.01%
SYON CAPITAL LLC	13.16K	Mar 31, 26	+848	0.01%
RIK SAYLOR FINANCIAL, INC.	13.14K	Mar 31, 26	+16	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	13.10K	Mar 31, 26	+606	0.01%
Waverly Advisors, LLC	13.06K	Mar 31, 26	-516	0.01%
Wealthquest Corp	12.72K	Mar 31, 26	-129	0.01%
1900 WEALTH MANAGEMENT LLC	12.66K	Mar 31, 26	-285	0.01%
Carr Financial Group Corp	12.62K	Mar 31, 26	+48	0.01%
Tennessee Valley Asset Management Partners	12.57K	Mar 31, 26	+34	0.01%
Cambria Investment Management, L.P.	12.51K	Mar 31, 26	-936	0.01%
Empowered Funds, LLC	12.51K	Mar 31, 26	-991	0.01%
Narus Financial Partners, LLC	12.26K	Mar 31, 26	+12	0.01%
M Holdings Securities, Inc.	12.23K	Mar 31, 26	-583	0.01%
POTENTIA WEALTH	12.17K	Mar 31, 26	--	0.01%
Catalytic Wealth RIA, LLC	11.88K	Mar 31, 26	+11.88K	0.00%
Brickley Wealth Management	11.81K	Mar 31, 26	--	0.00%
Richmond Investment Services, LLC	11.69K	Mar 31, 26	+2.39K	0.00%
Bleakley Financial Group, LLC	11.56K	Mar 31, 26	+1.06K	0.00%
BESSEMER GROUP INC	11.52K	Mar 31, 26	+3.98K	0.00%
Argent Trust Co	11.41K	Mar 31, 26	+472	0.00%
VERUS CAPITAL PARTNERS, LLC	11.17K	Mar 31, 26	-3.87K	0.00%
Eldridge Investment Advisors, Inc.	11.10K	Mar 31, 26	-224	0.00%
Perennial Investment Advisors, LLC	11.04K	Mar 31, 26	+1.69K	0.00%
Atlantic Edge Private Wealth Management, LLC	10.91K	Mar 31, 26	+95	0.00%
COLDSTREAM CAPITAL MANAGEMENT INC	10.84K	Mar 31, 26	+95	0.00%
NWAM LLC	10.83K	Mar 31, 26	-868	0.00%
Pure Financial Advisors, LLC	10.69K	Mar 31, 26	-20	0.00%
WHITE PINE CAPITAL LLC	10.45K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	10.37K	Mar 31, 26	-102	0.00%
Stratos Wealth Advisors, LLC	10.22K	Mar 31, 26	+13	0.00%
JANE STREET GROUP, LLC	10.14K	Mar 31, 26	+10.14K	0.00%
JFS WEALTH ADVISORS, LLC	10.06K	Mar 31, 26	+3	0.00%
Pensionmark Financial Group, LLC	9.93K	Mar 31, 26	+35	0.00%
MITCHELL MCLEOD PUGH & WILLIAMS INC	9.91K	Mar 31, 26	+10	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	9.91K	Mar 31, 26	-1.96K	0.00%
Total Clarity Wealth Management, Inc.	9.87K	Mar 31, 26	+5.28K	0.00%
ELEVATE WEALTH ADVISORY, INC	9.75K	Mar 31, 26	+49	0.00%
R. W. Roge & Company, Inc.	9.68K	Mar 31, 26	-38	0.00%
COLLECTIVE FAMILY OFFICE LLC	9.59K	Mar 31, 26	-3.50K	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	9.58K	Mar 31, 26	-604	0.00%
Lansing Street Advisors	9.56K	Mar 31, 26	-490	0.00%
Tower Research Capital LLC (TRC)	9.48K	Mar 31, 26	+9.48K	0.00%
COMMERCE BANK	9.36K	Mar 31, 26	-100	0.00%
FIDUCIARY ADVISORS, INC.	9.32K	Mar 31, 26	+1.83K	0.00%
RFG Advisory, LLC	9.30K	Mar 31, 26	+5.82K	0.00%
Inspire Advisors, LLC	9.25K	Mar 31, 26	+4.04K	0.00%
Verity Asset Management, Inc.	9.14K	Mar 31, 26	+537	0.00%
USAdvisors Wealth Management, LLC	9.06K	Mar 31, 26	-41	0.00%
Grey Fox Wealth Advisors, LLC	8.88K	Mar 31, 26	-592	0.00%
Kingsview Wealth Management, LLC	8.87K	Mar 31, 26	+998	0.00%
Patten Group, Inc.	8.77K	Mar 31, 26	+483	0.00%
Riverwater Partners LLC	8.76K	Mar 31, 26	+515	0.00%
ERn Financial, LLC	8.75K	Mar 31, 26	+49	0.00%
EVERMAY WEALTH MANAGEMENT LLC	8.74K	Mar 31, 26	-494	0.00%
Synergy Investment Management, LLC	8.73K	Mar 31, 26	+584	0.00%
Interchange Capital Partners, LLC	8.45K	Mar 31, 26	-111	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	8.39K	Mar 31, 26	+411	0.00%
MONECO Advisors, LLC	8.32K	Mar 31, 26	-472	0.00%
Empirical Asset Management, LLC	8.30K	Mar 31, 26	-10	0.00%
HB Wealth Management, LLC	8.26K	Mar 31, 26	-282	0.00%
Beirne Wealth Consulting Services, LLC	8.25K	Mar 31, 26	+296	0.00%
NORTHWEST WEALTH MANAGEMENT, LLC	8.11K	Mar 31, 26	-6	0.00%
Per Stirling Capital Management, LLC.	8.10K	Mar 31, 26	+2	0.00%
William Howard & Co Financial Advisors Inc	8.06K	Mar 31, 26	--	0.00%
IEQ CAPITAL, LLC	7.95K	Mar 31, 26	-301	0.00%
Verdence Capital Advisors LLC	7.72K	Mar 31, 26	+136	0.00%
Talisman Wealth Advisors LLC	7.71K	Mar 31, 26	-1.45K	0.00%
Innovative Wealth Building LLC	7.54K	Mar 31, 26	+93	0.00%
One Charles Private Wealth Services, LLC	7.53K	Mar 31, 26	-2.07K	0.00%
WHITTIER TRUST CO	7.50K	Mar 31, 26	--	0.00%
Waterloo Capital, L.P.	7.49K	Mar 31, 26	+833	0.00%
Gladstone Institutional Advisory LLC	7.48K	Mar 31, 26	-1.42K	0.00%
Prime Capital Investment Advisors, LLC	7.35K	Mar 31, 26	+1.99K	0.00%
Hoxton Planning & Management, LLC	7.34K	Mar 31, 26	+170	0.00%
Essex Savings Bank	7.29K	Mar 31, 26	+1.47K	0.00%
D.A. DAVIDSON & CO.	7.26K	Mar 31, 26	+82	0.00%
TWO SIGMA SECURITIES, LLC	7.24K	Mar 31, 26	+4.20K	0.00%
CHOREO, LLC	7.18K	Mar 31, 26	--	0.00%
Sachetta, LLC	7.16K	Mar 31, 26	+391	0.00%
DGS Capital Management, LLC	6.99K	Mar 31, 26	+101	0.00%
Firestone Capital Management	6.94K	Mar 31, 26	--	0.00%
Barnes Wealth Management Group, Inc	6.94K	Mar 31, 26	+420	0.00%
Gateway Wealth Partners, LLC	6.92K	Mar 31, 26	+6.92K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	6.87K	Mar 31, 26	+6.87K	0.00%
FIFTH THIRD SECURITIES, INC.	6.84K	Mar 31, 26	+820	0.00%
ST GERMAIN D J CO INC	6.80K	Mar 31, 26	--	0.00%
Coordinated Financial Services, Inc.	6.79K	Mar 31, 26	+58	0.00%
Trust Point Inc.	6.60K	Mar 31, 26	--	0.00%
XML Financial, LLC	6.59K	Mar 31, 26	+181	0.00%
Essex Financial Services, Inc.	6.50K	Mar 31, 26	+248	0.00%
Sterling Capital Management LLC	6.39K	Mar 31, 26	+118	0.00%
Wealthspire Advisors, LLC	6.37K	Mar 31, 26	-4.44K	0.00%
Cascade Financial Partners, LLC	6.23K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	6.13K	Mar 31, 26	-82	0.00%
REGIMEN WEALTH, LLC	6.13K	Mar 31, 26	-598	0.00%
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	5.97K	Mar 31, 26	--	0.00%
Dorsey & Whitney Trust CO LLC	5.94K	Mar 31, 26	+220	0.00%
FLAGSTAR ADVISORS INC.	5.90K	Mar 31, 26	+899	0.00%
Roble, Belko & Company, Inc	5.86K	Mar 31, 26	-51	0.00%
MAI Capital Management	5.79K	Mar 31, 26	+1	0.00%
GERMAN AMERICAN BANCORP, INC.	5.79K	Mar 31, 26	--	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	5.77K	Mar 31, 26	--	0.00%
Simplicity Wealth,LLC	5.72K	Mar 31, 26	+481	0.00%
MISSION WEALTH MANAGEMENT, LP	5.71K	Mar 31, 26	-351	0.00%
Meridian Wealth Management, LLC	5.70K	Mar 31, 26	+310	0.00%
Dynamic Financial Group	5.67K	Mar 31, 26	+1	0.00%
TrueWealth Financial Partners	5.66K	Mar 31, 26	+5.66K	0.00%
Pathstone Holdings, LLC	5.64K	Mar 31, 26	+358	0.00%
Annex Advisory Services, LLC	5.58K	Mar 31, 26	-300	0.00%
PRUDENT INVESTORS NETWORK, INC.	5.58K	Mar 31, 26	-96	0.00%
Bank of New York Mellon Corp	5.57K	Mar 31, 26	+2.20K	0.00%
Bright Futures Wealth Management, LLC.	5.57K	Mar 31, 26	-269	0.00%
Hobbs Group Advisors, LLC	5.48K	Mar 31, 26	-23	0.00%
Beaumont Financial Advisors, LLC	5.38K	Mar 31, 26	--	0.00%
Prospect Financial Services LLC	5.38K	Mar 31, 26	+2.75K	0.00%
Lido Advisors, LLC	5.35K	Mar 31, 26	+18	0.00%
PRESILIUM PRIVATE WEALTH, LLC	5.32K	Mar 31, 26	+44	0.00%
RDA Financial Network	5.29K	Mar 31, 26	-891	0.00%
FORTE ASSET MANAGEMENT LLC	5.29K	Mar 31, 26	--	0.00%
Cyndeo Wealth Partners, LLC	5.23K	Mar 31, 26	+18	0.00%
LaSalle St. Investment Advisors, LLC	5.22K	Mar 31, 26	-167	0.00%
Premier Path Wealth Partners, LLC	5.19K	Mar 31, 26	+850	0.00%
BTC Capital Management, Inc.	5.14K	Mar 31, 26	--	0.00%
GWN SECURITIES INC.	5.13K	Mar 31, 26	--	0.00%
AWM CAPITAL, LLC	5.10K	Mar 31, 26	-163	0.00%
BROWN ADVISORY INC	5.04K	Mar 31, 26	-410	0.00%
BECKER CAPITAL MANAGEMENT INC	5.01K	Mar 31, 26	--	0.00%
SWEENEY & MICHEL, LLC	4.96K	Mar 31, 26	+20	0.00%
SYM FINANCIAL Corp	4.86K	Mar 31, 26	--	0.00%
Stone House Investment Management, LLC	4.84K	Mar 31, 26	+38	0.00%
VANGUARD ADVISERS INC	4.76K	Mar 31, 26	+4.76K	0.00%
WHITTIER TRUST CO OF NEVADA INC	4.76K	Mar 31, 26	--	0.00%
Valeo Financial Advisors, LLC	4.75K	Mar 31, 26	-754	0.00%
BIP Wealth, LLC	4.73K	Mar 31, 26	+623	0.00%
BRADLEY FOSTER & SARGENT INC/CT	4.73K	Mar 31, 26	--	0.00%
EXENCIAL WEALTH ADVISORS, LLC	4.70K	Mar 31, 26	+9	0.00%
CENTRAL VALLEY ADVISORS, LLC	4.69K	Mar 31, 26	+4.69K	0.00%
VICTORY FINANCIAL GROUP, LLC	4.66K	Mar 31, 26	+330	0.00%
Baer Investment Advisory LLC	4.66K	Mar 31, 26	+4.66K	0.00%
Mascoma Wealth Management LLC	4.64K	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	4.64K	Mar 31, 26	+3.23K	0.00%
Burk Holdings LLC	4.64K	Mar 31, 26	+15	0.00%
MITCHELL CAPITAL MANAGEMENT CO	4.63K	Mar 31, 26	-1.20K	0.00%
Parallel Advisors, LLC	4.60K	Mar 31, 26	-259	0.00%
CIM, LLC	4.59K	Mar 31, 26	-2	0.00%
Cutler Capital Management, LLC	4.55K	Mar 31, 26	--	0.00%
FourThought Financial Partners, LLC	4.54K	Mar 31, 26	-150	0.00%
Choate Investment Advisors	4.50K	Mar 31, 26	--	0.00%
NORDEN GROUP LLC	4.42K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	4.42K	Mar 31, 26	+1.74K	0.00%
U.S. Capital Wealth Advisors, LLC	4.40K	Mar 31, 26	-48.66K	0.00%
BANK OF MONTREAL /CAN/	4.40K	Mar 31, 26	-835	0.00%
Vise Technologies, Inc.	4.40K	Mar 31, 26	--	0.00%
Investment Advisory Group, LLC	4.39K	Mar 31, 26	--	0.00%
TRUE Private Wealth Advisors	4.38K	Mar 31, 26	+4	0.00%
Claro Advisors LLC	4.34K	Mar 31, 26	+213	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	4.31K	Mar 31, 26	-2.63K	0.00%
AE Wealth Management LLC	4.31K	Mar 31, 26	+1.35K	0.00%
Koesten, Hirschmann & Crabtree, INC.	4.29K	Mar 31, 26	-300	0.00%
Bellecapital International Ltd.	4.29K	Mar 31, 26	--	0.00%
Ellis Investment Partners, LLC	4.22K	Mar 31, 26	+11	0.00%
TFR Capital, LLC.	4.22K	Mar 31, 26	--	0.00%
Collier Financial	4.21K	Mar 31, 26	+390	0.00%
Zhang Financial LLC	4.12K	Mar 31, 26	--	0.00%
WESBANCO BANK INC	4.11K	Mar 31, 26	--	0.00%
PATTEN & PATTEN INC/TN	4.07K	Mar 31, 26	--	0.00%
Csenge Advisory Group	4.06K	Mar 31, 26	+11	0.00%
Beck Bode, LLC	4.02K	Mar 31, 26	+15	0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC	4.00K	Mar 31, 26	--	0.00%
Bedel Financial Consulting, Inc.	3.98K	Mar 31, 26	--	0.00%
SeaCrest Wealth Management, LLC	3.94K	Mar 31, 26	-835	0.00%
United Advisor Group, LLC	3.92K	Mar 31, 26	+14	0.00%
Bank of Marin	3.92K	Mar 31, 26	+102	0.00%
MMBG INVESTMENT ADVISORS CO.	3.92K	Mar 31, 26	--	0.00%
STEPHENS INC /AR/	3.92K	Mar 31, 26	-120	0.00%
NATIONAL BANK OF CANADA /FI/	3.91K	Mar 31, 26	-32	0.00%
McGowan Group Asset Management, Inc.	3.91K	Mar 31, 26	+14	0.00%
Toroso Investments, LLC	3.90K	Mar 31, 26	+3.90K	0.00%
Aprio Wealth Management, LLC	3.88K	Mar 31, 26	-3.93K	0.00%
Peak Retirement Planning, Inc.	3.83K	Mar 31, 26	-6	0.00%
Melone Private Wealth, LLC	3.80K	Mar 31, 26	+8	0.00%
Savvy Advisors, Inc.	3.80K	Mar 31, 26	+236	0.00%
FF Advisors,LLC	3.77K	Mar 31, 26	--	0.00%
Diversified Enterprises, LLC	3.75K	Mar 31, 26	-61	0.00%
Redwood Financial Network Corp	3.73K	Mar 31, 26	+96	0.00%
StoneX Group Inc.	3.72K	Mar 31, 26	-1.82K	0.00%
LRI Investments, LLC	3.70K	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	3.69K	Mar 31, 26	--	0.00%
PGIM Custom Harvest LLC	3.68K	Mar 31, 26	--	0.00%
Intrua Financial, LLC	3.68K	Mar 31, 26	+101	0.00%
Lauterbach Financial Advisors, LLC	3.68K	Mar 31, 26	-16	0.00%
Wealth Alliance	3.66K	Mar 31, 26	-160	0.00%
Asset Dedication, LLC	3.58K	Mar 31, 26	+552	0.00%
Front Row Advisors LLC	3.56K	Mar 31, 26	--	0.00%
COZAD ASSET MANAGEMENT INC	3.56K	Mar 31, 26	--	0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.	3.52K	Mar 31, 26	--	0.00%
Compass Ion Advisors, LLC	3.51K	Mar 31, 26	+553	0.00%
SHEETS SMITH WEALTH MANAGEMENT	3.49K	Mar 31, 26	+5	0.00%
Investor's Fiduciary Advisor Network, LLC	3.49K	Mar 31, 26	-7	0.00%
Alliance Wealth Advisors, LLC	3.47K	Mar 31, 26	+1	0.00%
American Trust	3.44K	Mar 31, 26	-725	0.00%
SCOTIA CAPITAL INC.	3.43K	Mar 31, 26	--	0.00%
McAdam, LLC	3.42K	Mar 31, 26	-22	0.00%
Sovran Advisors, LLC	3.41K	Mar 31, 26	+561	0.00%
Christensen, King & Associates Investment Services, Inc.	3.38K	Mar 31, 26	-206	0.00%
USA Financial Portformulas Corp	3.37K	Mar 31, 26	-2.30K	0.00%
Carnegie Capital Asset Management, LLC	3.37K	Mar 31, 26	--	0.00%
Delap Wealth Advisory, LLC	3.32K	Mar 31, 26	--	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3.31K	Mar 31, 26	--	0.00%
Fiduciary Alliance LLC	3.28K	Mar 31, 26	+3.28K	0.00%
SFG Wealth Management, LLC.	3.27K	Mar 31, 26	-874	0.00%
SILVER OAK SECURITIES, INCORPORATED	3.24K	Mar 31, 26	+266	0.00%
Garrett Wealth Advisory Group, LLC	3.23K	Mar 31, 26	+1	0.00%
Heritage Wealth Management, Inc./Texas	3.21K	Mar 31, 26	--	0.00%
Koshinski Asset Management, Inc.	3.21K	Mar 31, 26	--	0.00%
Valued Wealth Advisors LLC	3.21K	Mar 31, 26	-5	0.00%
Greenspring Advisors, LLC	3.17K	Mar 31, 26	--	0.00%
Hilltop Holdings Inc.	3.17K	Mar 31, 26	+351	0.00%
NAPLES GLOBAL ADVISORS, LLC	3.15K	Mar 31, 26	-25	0.00%
RIDGECREST WEALTH PARTNERS, LLC	3.15K	Mar 31, 26	--	0.00%
WEDBUSH SECURITIES INC	3.13K	Mar 31, 26	+2	0.00%
Neuberger Berman Group LLC	3.12K	Mar 31, 26	--	0.00%
NFP Retirement, Inc.	3.11K	Mar 31, 26	--	0.00%
CX Institutional	3.10K	Mar 31, 26	-152	0.00%
Pinnacle Wealth Planning Services, Inc.	3.09K	Mar 31, 26	--	0.00%
Clifford Group, LLC	3.08K	Mar 31, 26	-97	0.00%
SC&H Financial Advisors, Inc.	3.08K	Mar 31, 26	-15	0.00%
Summit Investment Advisory Services, LLC	3.07K	Mar 31, 26	+10	0.00%
Founders Financial Alliance, LLC	3.06K	Mar 31, 26	+2.95K	0.00%
WEALTHSPAN PARTNERS, LLC	3.06K	Mar 31, 26	-302	0.00%
First National Bank of Hutchinson	3.03K	Mar 31, 26	-656	0.00%
LongView Wealth Management	3.00K	Mar 31, 26	--	0.00%
TOWER BRIDGE ADVISORS	3.00K	Mar 31, 26	+3.00K	0.00%
CreativeOne Wealth, LLC	2.96K	Mar 31, 26	+652	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	2.91K	Mar 31, 26	--	0.00%
Atala Financial Inc	2.89K	Mar 31, 26	--	0.00%
Vanguard Personalized Indexing Management, LLC	2.89K	Mar 31, 26	-1.39K	0.00%
Cassaday & Co Wealth Management LLC	2.85K	Mar 31, 26	+2.85K	0.00%
ASSETMARK, INC	2.84K	Mar 31, 26	-189	0.00%
SAGESPRING WEALTH PARTNERS, LLC	2.84K	Mar 31, 26	-295	0.00%
Heritage Family Offices, LLP	2.83K	Mar 31, 26	--	0.00%
KWB Wealth	2.82K	Mar 31, 26	--	0.00%
ELEVATUS WELATH MANAGEMENT	2.81K	Mar 31, 26	-24	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	2.80K	Mar 31, 26	--	0.00%
Bank OZK	2.79K	Mar 31, 26	-264	0.00%
Roxbury Financial LLC	2.78K	Mar 31, 26	-28	0.00%
Weaver Consulting Group	2.72K	Mar 31, 26	--	0.00%
DAYMARK WEALTH PARTNERS, LLC	2.70K	Mar 31, 26	-24	0.00%
Wealthcare Advisory Partners LLC	2.68K	Mar 31, 26	+1	0.00%
HEADINVEST, LLC	2.67K	Mar 31, 26	--	0.00%
Greenhouse Wealth Management, LLC	2.66K	Mar 31, 26	--	0.00%
Fisher Asset Management, LLC	2.63K	Mar 31, 26	-1.63K	0.00%
Octavia Wealth Advisors, LLC	2.63K	Mar 31, 26	--	0.00%
PINNACLE ASSOCIATES LTD	2.62K	Mar 31, 26	-45	0.00%
Mason Investment Advisory Services, Inc.	2.62K	Mar 31, 26	--	0.00%
Helen Stephens Group, LLC	2.61K	Mar 31, 26	--	0.00%
Klingman & Associates, LLC	2.61K	Mar 31, 26	--	0.00%
Oak Asset Management, LLC	2.60K	Mar 31, 26	+75	0.00%
Trilogy Capital Inc.	2.59K	Mar 31, 26	+337	0.00%
Apella Capital, LLC	2.59K	Mar 31, 26	+2.59K	0.00%
HBK Sorce Advisory LLC	2.54K	Mar 31, 26	+2.54K	0.00%
Hubbell Strickland Wealth Management, LLC	2.52K	Mar 31, 26	+10	0.00%
Francis Financial, Inc.	2.52K	Mar 31, 26	--	0.00%
SUMMIT WEALTH GROUP LLC / CO	2.49K	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	2.49K	Mar 31, 26	--	0.00%
Fingerlakes Wealth Management, Inc.	2.49K	Mar 31, 26	+10	0.00%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	2.46K	Mar 31, 26	+124	0.00%
Apollon Wealth Management, LLC	2.44K	Mar 31, 26	+362	0.00%
FIRST TRUST ADVISORS LP	2.42K	Mar 31, 26	+159	0.00%
Hopwood Financial Services, Inc.	2.41K	Mar 31, 26	--	0.00%
TCG Advisory Services, LLC	2.38K	Mar 31, 26	+2.38K	0.00%
Manhattan West Asset Management, LLC	2.38K	Mar 31, 26	--	0.00%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	2.35K	Mar 31, 26	--	0.00%
Legacy Financial Group LLC	2.32K	Mar 31, 26	-389	0.00%
Operose Advisors LLC	2.32K	Mar 31, 26	--	0.00%
Falcon Wealth Planning	2.31K	Mar 31, 26	--	0.00%
Prasad Wealth Partners, LLC	2.30K	Mar 31, 26	-149	0.00%
Traynor Capital Management, Inc.	2.30K	Mar 31, 26	+2.30K	0.00%
Continuum Advisory, LLC	2.30K	Mar 31, 26	+7	0.00%
Invst, LLC	2.29K	Mar 31, 26	+2.29K	0.00%
Tidemark, LLC	2.29K	Mar 31, 26	+2.29K	0.00%
Pallas Capital Advisors LLC	2.27K	Mar 31, 26	--	0.00%
Accel Wealth Management	2.25K	Mar 31, 26	--	0.00%
Key FInancial Inc	2.24K	Mar 31, 26	--	0.00%
Plum Street Advisors, LLC	2.24K	Mar 31, 26	-12	0.00%
Signature Resources Capital Management, LLC	2.24K	Mar 31, 26	+29	0.00%
Ullmann Wealth Partners Group, LLC	2.23K	Mar 31, 26	+11	0.00%
INSIGNEO ADVISORY SERVICES, LLC	2.23K	Mar 31, 26	--	0.00%
Visionary Wealth Advisors	2.22K	Mar 31, 26	--	0.00%
TUDOR INVESTMENT CORP ET AL	2.22K	Mar 31, 26	-58.26K	0.00%
IFP Advisors, Inc	2.21K	Mar 31, 26	-1.71K	0.00%
Summit Trail Advisors, LLC	2.21K	Mar 31, 26	-716	0.00%
New England Private Wealth Advisors LLC	2.19K	Mar 31, 26	+9	0.00%
Larson Financial Group LLC	2.19K	Mar 31, 26	+5	0.00%
QRG CAPITAL MANAGEMENT, INC.	2.15K	Mar 31, 26	+2.15K	0.00%
Capital Analysts, LLC	2.15K	Mar 31, 26	-176	0.00%
DAVENPORT & Co LLC	2.14K	Mar 31, 26	-88	0.00%
Watchman Group, Inc.	2.14K	Mar 31, 26	--	0.00%
Pinnacle Family Advisors, LLC	2.12K	Mar 31, 26	-60	0.00%
NorthRock Partners, LLC	2.11K	Mar 31, 26	+102	0.00%
Gibson Capital, LLC	2.11K	Mar 31, 26	--	0.00%
TOTAL INVESTMENT MANAGEMENT INC	2.10K	Mar 31, 26	--	0.00%
Fiduciary Group LLC	2.10K	Mar 31, 26	--	0.00%
Empower Advisory Group, LLC	2.03K	Mar 31, 26	-245	0.00%
Values Added Financial LLC	2.03K	Mar 31, 26	--	0.00%
FIRETHORN WEALTH PARTNERS, LLC	2.02K	Mar 31, 26	+8	0.00%
B.O.S.S. Retirement Advisors, LLC	2.02K	Mar 31, 26	+2.02K	0.00%
Proficio Capital Partners LLC	2.02K	Mar 31, 26	--	0.00%
Calamos Wealth Management LLC	2.01K	Mar 31, 26	--	0.00%
Calamos Advisors LLC	2.01K	Mar 31, 26	+2.01K	0.00%
MCF Advisors LLC	2.01K	Mar 31, 26	--	0.00%
SIMON QUICK ADVISORS, LLC	2.00K	Mar 31, 26	+8	0.00%
Discipline Wealth Solutions, LLC	2.00K	Mar 31, 26	--	0.00%
Marble Harbor Investment Counsel, LLC	2.00K	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	2.00K	Mar 31, 26	+2.00K	0.00%
Collaborative Wealth Managment Inc.	1.99K	Mar 31, 26	-176	0.00%
Riverstone Advisors, LLC	1.99K	Mar 31, 26	+1.99K	0.00%
Keystone Financial Group	1.98K	Mar 31, 26	+1.98K	0.00%
ELEMENT POINTE ADVISORS, LLC	1.98K	Mar 31, 26	--	0.00%
MACROVIEW INVESTMENT MANAGEMENT LLC	1.98K	Mar 31, 26	+6	0.00%
Kovack Advisors, Inc.	1.96K	Mar 31, 26	-102	0.00%
Foguth Wealth Management, LLC.	1.96K	Mar 31, 26	+1.96K	0.00%
Chicago Partners Investment Group LLC	1.90K	Mar 31, 26	+1.90K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.86K	Mar 31, 26	+2	0.00%
EverSource Wealth Advisors, LLC	1.81K	Mar 31, 26	-342	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	1.81K	Mar 31, 26	+1.46K	0.00%
Qube Research & Technologies Ltd	1.81K	Mar 31, 26	-4.15K	0.00%
Financial Perspectives, Inc	1.77K	Mar 31, 26	+7	0.00%
FIRST FINANCIAL CORP /IN/	1.76K	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	1.76K	Mar 31, 26	+6	0.00%
Keystone Financial Group, Inc.	1.75K	Mar 31, 26	+7	0.00%
Fourth Dimension Wealth, LLC	1.74K	Mar 31, 26	-109	0.00%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	1.71K	Mar 31, 26	--	0.00%
CURIO WEALTH, LLC	1.67K	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	1.67K	Mar 31, 26	+501	0.00%
Aptus Capital Advisors, LLC	1.52K	Mar 31, 26	-96	0.00%
Hoese & Co LLP	1.50K	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	1.49K	Mar 31, 26	--	0.00%
Archer Investment Corp	1.46K	Mar 31, 26	+1.34K	0.00%
Avion Wealth	1.44K	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	1.38K	Mar 31, 26	-156	0.00%
CBIZ Investment Advisory Services, LLC	1.33K	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	1.33K	Mar 31, 26	+1.33K	0.00%
TD Capital Management LLC	1.32K	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	1.29K	Mar 31, 26	--	0.00%
Glass Jacobson Investment Advisors llc	1.24K	Mar 31, 26	+293	0.00%
Bank Julius Baer & Co. Ltd, Zurich	1.23K	Mar 31, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	1.17K	Mar 31, 26	-986	0.00%
IMG Wealth Management, Inc.	1.14K	Mar 31, 26	--	0.00%
Rosenberg Matthew Hamilton	1.12K	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	1.08K	Mar 31, 26	--	0.00%
Park Place Capital Corp	968	Mar 31, 26	+4	0.00%
Anchor Investment Management, LLC	938	Mar 31, 26	-209	0.00%
Smartleaf Asset Management LLC	935	Mar 31, 26	-668	0.00%
AlphaCore Capital LLC	900	Mar 31, 26	-155	0.00%
Quantbot Technologies LP	897	Mar 31, 26	+897	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	896	Mar 31, 26	+896	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	887	Mar 31, 26	--	0.00%
Rossmore Private Capital	880	Mar 31, 26	--	0.00%
FINANCIAL CONSULATE, INC	818	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	773	Mar 31, 26	--	0.00%
FIRST HORIZON CORP	754	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	724	Mar 31, 26	+3	0.00%
Pacific Center for Financial Services	709	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	689	Mar 31, 26	--	0.00%
Abound Wealth Management	657	Mar 31, 26	+1	0.00%
ABOUND FINANCIAL, LLC	650	Mar 31, 26	-156	0.00%
Truvestments Capital LLC	650	Mar 31, 26	--	0.00%
Finley Financial, LLC	640	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	611	Mar 31, 26	--	0.00%
Morton Brown Family Wealth, LLC	578	Mar 31, 26	--	0.00%
Sage Mountain Advisors LLC	560	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	523	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	519	Mar 31, 26	--	0.00%
Perkins Coie Trust Co	512	Mar 31, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	505	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	501	Mar 31, 26	+501	0.00%
Arlington Trust Co LLC	500	Mar 31, 26	--	0.00%
GAMMA Investing LLC	495	Mar 31, 26	+283	0.00%
Winthrop Capital Management, LLC	488	Mar 31, 26	--	0.00%
TSFG, LLC	487	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	476	Mar 31, 26	+476	0.00%
Darwin Wealth Management, LLC	470	Mar 31, 26	+470	0.00%
1 NORTH WEALTH SERVICES LLC	450	Mar 31, 26	-450	0.00%
Smallwood Wealth Investment Management, LLC	444	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	444	Mar 31, 26	+444	0.00%
True Link Financial Advisors, LLC	407	Mar 31, 26	+407	0.00%
Hickory Point Bank & Trust	400	Mar 31, 26	+400	0.00%
NBC SECURITIES, INC.	400	Mar 31, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	384	Mar 31, 26	--	0.00%
MOGY JOEL R INVESTMENT COUNSEL INC	375	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	356	Mar 31, 26	+356	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	322	Mar 31, 26	--	0.00%
Mechanics Financial Corp	317	Mar 31, 26	--	0.00%
NCP Inc.	290	Mar 31, 26	--	0.00%
DT Investment Partners, LLC	283	Mar 31, 26	--	0.00%
Smithfield Trust Co	282	Mar 31, 26	--	0.00%
FAS Wealth Partners, Inc.	281	Mar 31, 26	+281	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	281	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	259	Mar 31, 26	-21	0.00%
Bell Investment Advisors, Inc	258	Mar 31, 26	--	0.00%
Plante Moran Financial Advisors, LLC	250	Mar 31, 26	--	0.00%
CNB Bank	250	Mar 31, 26	--	0.00%
Sherman Asset Management, Inc.	240	Mar 31, 26	--	0.00%
IAG Wealth Partners, LLC	236	Mar 31, 26	-937	0.00%
Dougherty Wealth Advisers LLC	230	Mar 31, 26	-108	0.00%
PITTENGER & ANDERSON INC	216	Mar 31, 26	+216	0.00%
CALDWELL SUTTER CAPITAL, INC.	214	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	195	Mar 31, 26	+125	0.00%
BROWN, LISLE/CUMMINGS, INC.	185	Mar 31, 26	+35	0.00%
Viewpoint Capital Management LLC	180	Mar 31, 26	--	0.00%
Crews Bank & Trust	180	Mar 31, 26	--	0.00%
VSM Wealth Advisory, LLC	174	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	164	Mar 31, 26	--	0.00%
MOTCO	159	Mar 31, 26	-126	0.00%
SITTNER & NELSON, LLC	158	Mar 31, 26	--	0.00%
Capital Advisors, Ltd. LLC	153	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	150	Mar 31, 26	--	0.00%
JPL Wealth Management, LLC	148	Mar 31, 26	+148	0.00%
Root Financial Partners, LLC	148	Mar 31, 26	-62	0.00%
Topsail Wealth Management, LLC	134	Mar 31, 26	--	0.00%
RICHARDS, MERRILL & PETERSON, INC.	132	Mar 31, 26	--	0.00%
CHAPMAN FINANCIAL GROUP, LLC	130	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	123	Mar 31, 26	--	0.00%
CITY HOLDING CO	118	Mar 31, 26	--	0.00%
Providence Capital Advisors, LLC	117	Mar 31, 26	--	0.00%
N.E.W. Advisory Services LLC	108	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	102	Mar 31, 26	+91	0.00%
Independence Bank of Kentucky	100	Mar 31, 26	--	0.00%
Missouri Trust & Investment Co	100	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	100	Mar 31, 26	+100	0.00%
Salomon & Ludwin, LLC	97	Mar 31, 26	--	0.00%
Harbor Asset Planning, Inc.	90	Mar 31, 26	+1	0.00%
Glen Eagle Advisors, LLC	82	Mar 31, 26	--	0.00%
Johnson Financial Group, Inc.	78	Mar 31, 26	--	0.00%
SouthState Corp	77	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	75	Mar 31, 26	--	0.00%
Olistico Wealth, LLC	72	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	64	Mar 31, 26	+64	0.00%
OXFORD FINANCIAL GROUP LTD	55	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	54	Mar 31, 26	--	0.00%
ATWOOD & PALMER INC	53	Mar 31, 26	--	0.00%
City State Bank	48	Mar 31, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	48	Mar 31, 26	-14	0.00%
BNP PARIBAS ARBITRAGE, SNC	45	Mar 31, 26	+45	0.00%
Financial Life Planners	45	Mar 31, 26	+45	0.00%
Rossby Financial, LCC	40	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	40	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	39	Mar 31, 26	--	0.00%
VALLEY NATIONAL ADVISERS INC	37	Mar 31, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	37	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	35	Mar 31, 26	+26	0.00%
Coastal Investment Advisors, Inc.	34	Mar 31, 26	-179	0.00%
Central Pacific Bank - Trust Division	31	Mar 31, 26	--	0.00%
Prudent Man Investment Management, Inc.	31	Mar 31, 26	--	0.00%
MBM Wealth Consultants, LLC	29	Mar 31, 26	+29	0.00%
HM PAYSON & CO	29	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	28	Mar 31, 26	--	0.00%
Fairscale Capital, LLC	21	Mar 31, 26	--	0.00%
Bernard Wealth Management Corp.	21	Mar 31, 26	--	0.00%
Murphy & Mullick Capital Management Corp	16	Mar 31, 26	--	0.00%
Copia Wealth Management	7	Mar 31, 26	-1	0.00%
MATRIX PRIVATE CAPITAL GROUP LLC	7	Mar 31, 26	+7	0.00%
Register Financial Advisors LLC	7	Mar 31, 26	+7	0.00%
DELTA ASSET MANAGEMENT LLC/TN	3	Mar 31, 26	--	0.00%
Kilter Group LLC	2	Mar 31, 26	--	0.00%
Verum Partners LLC	--	Mar 31, 26	-2.10K	--
JOHNSON INVESTMENT COUNSEL INC	--	Mar 31, 26	-2.20K	--
eCIO, Inc.	--	Mar 31, 26	-3.66K	--
Krilogy Financial LLC	--	Mar 31, 26	-1.93K	--
Wilkinson Global Asset Management LLC	--	Mar 31, 26	-2.19K	--
IFG Advisory, LLC	--	Mar 31, 26	-89.53K	--
Castellan Group	--	Mar 31, 26	-29.74K	--
SOL Capital Management CO	--	Mar 31, 26	-36.90K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-2.16K	--
WEST PACES ADVISORS INC.	--	Mar 31, 26	-70	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-19.09K	--
Headland Capital, LLC	--	Mar 31, 26	-1.97K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-6.71K	--
Fortis Advisors, LLC	--	Mar 31, 26	-5.05K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-12	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-6.85K	--
B. Riley Wealth Advisors, Inc.	--	Mar 31, 26	-3.58K	--
Clark Asset Management, LLC	--	Mar 31, 26	-4.56K	--
Boreal Capital Management LLC	--	Mar 31, 26	-5.14K	--
Pacifica Partners Inc.	--	Mar 31, 26	-340	--
Americana Partners, LLC	--	Mar 31, 26	-4.38K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-22	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-2.83K	--
Bank of New Hampshire	--	Mar 31, 26	-423	--
HHM Wealth Advisors, LLC	--	Mar 31, 26	-488	--
TABR Capital Management, LLC	--	Mar 31, 26	-23.95K	--
TOMPKINS FINANCIAL CORP	--	Mar 31, 26	-4.88K	--
COUNTRY TRUST BANK	--	Mar 31, 26	-190	--
Comprehensive Financial Planning, Inc./PA	--	Mar 31, 26	-108	--
Cornerstone Planning Group LLC	--	Mar 31, 26	-144	--
Fielder Capital Group LLC	--	Mar 31, 26	-2.92K	--
EASTERLY INVESTMENT PARTNERS LLC	--	Mar 31, 26	-22.25K	--
Private Wealth Asset Management, LLC	--	Mar 31, 26	-2	--
Premier Financial Group	--	Mar 31, 26	-282	--
Disciplina Capital Management LLC	--	Mar 31, 26	-2	--
Y-Intercept (Hong Kong) Ltd	--	Mar 31, 26	-5.93K	--
Brookstone Capital Management	--	Mar 31, 26	-3.08K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-193	--
Legacy Advisors, LLC	--	Mar 31, 26	-2.31K	--
Blue Rock Wealth Management LLC	--	Mar 31, 26	-1.96K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-33.08K	--
CPA Asset Management LLC	--	Mar 31, 26	-3.18K	--
CRAMER ROSENTHAL MCGLYNN LLC	--	Mar 31, 26	-33.28K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-12.41K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-216	--
Concord Wealth Partners	--	Mar 31, 26	-504	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-28	--
AUGUSTINE ASSET MANAGEMENT INC	--	Mar 31, 26	-4.30K	--
Oxbow Advisors, LLC	--	Mar 31, 26	-2.06K	--
CANANDAIGUA NATIONAL BANK & TRUST CO	863.84K	Dec 31, 25	+26.61K	0.36%
Main Street Financial Solutions, LLC	117.67K	Dec 31, 25	-633	0.05%
Quent Long Short Global Small Cap Fund, LP	98.66K	Dec 31, 25	+98.66K	0.04%
Global Retirement Partners, LLC	54.46K	Dec 31, 25	-8.21K	0.02%
COMERICA BANK	51.80K	Dec 31, 25	+3.22K	0.02%
ROVIN CAPITAL /UT/ /ADV	44.34K	Dec 31, 25	+14.77K	0.02%
CIBC Private Wealth Group, LLC	36.74K	Dec 31, 25	+32.52K	0.02%
Vantage Financial Partners, LLC	23.59K	Dec 31, 25	-67	0.01%
Litman Gregory Wealth Management LLC	13.25K	Dec 31, 25	+100	0.01%
MARYLAND CAPITAL ADVISORS INC.	13.06K	Dec 31, 25	+8	0.01%
Dentgroup LLC	9.35K	Dec 31, 25	+615	0.00%
VANGUARD GROUP INC	4.45K	Dec 31, 25	+971	0.00%
TRUST CO OF VERMONT	3.57K	Dec 31, 25	+2.04K	0.00%
Long Run Wealth Advisors, LLC	2.08K	Dec 31, 25	+11	0.00%
Stephens Consulting, LLC	1.08K	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	342	Dec 31, 25	+342	0.00%
Ransom Advisory, Ltd	300	Dec 31, 25	+300	0.00%
SageView Advisory Group, LLC	224	Dec 31, 25	+224	0.00%
TUCKER ASSET MANAGEMENT LLC	172	Dec 31, 25	--	0.00%
Northwest Capital Management Inc	--	Dec 31, 25	-136	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-392	--
Glenmede Investment Management, LP	24.98K	Sep 30, 25	+4.06K	0.01%
Moloney Securities Asset Management, LLC	23.63K	Sep 30, 25	-540	0.01%
Cubist Systematic Strategies, LLC	13.03K	Sep 30, 25	-10.72K	0.01%
Watts Gwilliam & Co., LLC	4.02K	Sep 30, 25	--	0.00%
New Century Financial Group, LLC	3.36K	Sep 30, 25	+323	0.00%
Wealthstream Advisors, Inc.	3.17K	Sep 30, 25	-765	0.00%
OPTIMUM INVESTMENT ADVISORS	2.60K	Sep 30, 25	--	0.00%
Pineridge Advisors LLC	803	Sep 30, 25	--	0.00%
Promus Capital, LLC	177	Sep 30, 25	--	0.00%
AllSquare Wealth Management LLC	94	Sep 30, 25	--	0.00%
WFA Asset Management Corp	32	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-148.06K	--
AVANTAX ADVISORY SERVICES, INC.	317.18K	Jun 30, 25	+5.98K	0.13%
Atria Wealth Solutions, Inc.	185.59K	Jun 30, 25	+65.56K	0.08%
PrairieView Partners, LLC	68.99K	Jun 30, 25	+5.70K	0.03%
Centricity Wealth Management, LLC	25.89K	Jun 30, 25	+494	0.01%
Congress Wealth Management LLC / DE /	8.53K	Jun 30, 25	+4.18K	0.00%
Graypoint LLC	5.51K	Jun 30, 25	+5	0.00%
KRAFT ASSET MANAGEMENT, LLC	3.64K	Jun 30, 25	--	0.00%
First Horizon Advisors, Inc.	754	Jun 30, 25	--	0.00%
Kings Path Partners LLC	675	Jun 30, 25	--	0.00%
Christopher J. Hasenberg, Inc	179	Jun 30, 25	+123	0.00%
Iron Horse Wealth Management, LLC	91	Jun 30, 25	+83	0.00%
CHURCHILL MANAGEMENT Corp	--	Jun 30, 25	-1.88M	--
Capital A Wealth Management, LLC	--	Jun 30, 25	-403	--
Sandy Spring Bank	362.04K	Mar 31, 25	-1.68K	0.15%
Spectrum Wealth Counsel, LLC	33.49K	Mar 31, 25	+13.03K	0.01%
Coordinated Financial Services, Inc./CO	7.36K	Mar 31, 25	+7.36K	0.00%
Orion Portfolio Solutions, LLC	6.33K	Mar 31, 25	-3.05K	0.00%
Safeguard Financial, LLC	4.60K	Mar 31, 25	--	0.00%
CAROLINAS WEALTH CONSULTING LLC	2.31K	Mar 31, 25	-605	0.00%
Lindbrook Capital, LLC	236	Mar 31, 25	--	0.00%
Edge Capital Group, LLC	71.95K	Dec 31, 24	-1.36K	0.03%
Peninsula Wealth, LLC	12.48K	Dec 31, 24	+2.03K	0.01%
Riggs Capital Management LLC	7.70K	Dec 31, 24	+7.70K	0.00%
Zions Bancorporation, N.A.	3.73K	Dec 31, 24	--	0.00%
TAP Consulting, LLC	2.92K	Dec 31, 24	+44	0.00%
Merriman Wealth Management, LLC	2.18K	Dec 31, 24	-1.52K	0.00%
Sanctuary Wealth Management, L.L.C.	942	Dec 31, 24	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	888	Dec 31, 24	--	0.00%
WR Wealth Planners, LLC	67	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	23	Dec 31, 24	-65	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-1.38K	--
Raymond James Financial Services Advisors, Inc.	801.92K	Sep 30, 24	+19.31K	0.33%
RAYMOND JAMES & ASSOCIATES	562.55K	Sep 30, 24	+65.26K	0.23%
Financial Planning & Information Services, Inc.	44.24K	Sep 30, 24	+127	0.02%
LWMG, LLC	5.15K	Sep 30, 24	+5	0.00%
CEDRUS LLC	4.77K	Sep 30, 24	+4.77K	0.00%
FORT PITT CAPITAL GROUP, LLC	4.18K	Sep 30, 24	+4.18K	0.00%
Peterson Financial Group, Inc.	3.69K	Sep 30, 24	+11	0.00%
Diversified, LLC	3.41K	Sep 30, 24	+798	0.00%
RAYMOND JAMES TRUST N.A.	3.28K	Sep 30, 24	-344	0.00%
First Trust Direct Indexing L.P.	3.08K	Sep 30, 24	+71	0.00%
BOSTON MOUNTAIN MONEY MANAGEMENT INC	2.90K	Sep 30, 24	--	0.00%
Carmichael Hill & Associates, Inc.	399	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	220	Sep 30, 24	+220	0.00%
First Personal Financial Services	79	Sep 30, 24	--	0.00%
Family Asset Management, LLC	26	Sep 30, 24	--	0.00%
BlackRock Inc.	1.36M	Jun 30, 24	+113.53K	0.57%
BENJAMIN F. EDWARDS & COMPANY, INC.	773.48K	Jun 30, 24	+3.62K	0.32%
BUCKINGHAM STRATEGIC WEALTH, LLC	38.53K	Jun 30, 24	-2.13K	0.02%
Unique Wealth Strategies, LLC	7.39K	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	6.41K	Jun 30, 24	+6.41K	0.00%
Private Ocean, LLC	6.15K	Jun 30, 24	+6	0.00%
HERITAGE WEALTH MANAGEMENT, LLC	2.83K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	2.60K	Jun 30, 24	-54.88K	0.00%
Cetera Advisor Networks LLC	242.17K	Mar 31, 24	+3.42K	0.10%
Cetera Advisors LLC	105.20K	Mar 31, 24	+61.76K	0.04%
Atlas Private Wealth Management	23.73K	Mar 31, 24	-2.09K	0.01%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	18.07K	Mar 31, 24	+3.85K	0.01%
Retirement Group, LLC	28	Mar 31, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	12.79K	Dec 31, 23	+12.79K	0.01%
DFPG INVESTMENTS, LLC	10.02K	Dec 31, 23	+10.02K	0.00%
WEALTHSOURCE PARTNERS, LLC	8.15K	Dec 31, 23	+1	0.00%
TELEMUS CAPITAL, LLC	8.04K	Dec 31, 23	-995	0.00%
Baystate Wealth Management LLC	1.53K	Dec 31, 23	+12	0.00%
Bartlett & Co. LLC	365	Dec 31, 23	--	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	165	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	1.21M	Sep 30, 23	-4.00K	0.51%
Windsor Group LTD	603.24K	Sep 30, 23	-5.76K	0.25%
COLONY GROUP LLC	393.15K	Sep 30, 23	+17.45K	0.16%
Virginia National Bank	20.38K	Sep 30, 23	-179	0.01%
PATHSTONE FAMILY OFFICE, LLC	9.42K	Sep 30, 23	+4.43K	0.00%
BEDEL FINANCIAL CONSULTING INC	4.00K	Sep 30, 23	+4.00K	0.00%
COMERICA SECURITIES,INC.	3.05K	Sep 30, 23	+368	0.00%
Steward Financial Group LLC	28	Sep 30, 23	+28	0.00%
Vident Investment Advisory, LLC	146.05K	Jun 30, 23	+11.65K	0.06%
Endurance Wealth Management, Inc.	23.58K	Jun 30, 23	--	0.01%
BDO Wealth Advisors, LLC	18.80K	Jun 30, 23	+16.90K	0.01%
Kistler-Tiffany Companies, LLC	10.62K	Jun 30, 23	+10.10K	0.00%
TIAA, FSB	5.11K	Jun 30, 23	--	0.00%
Financial Architects, Inc	4.99K	Jun 30, 23	-124	0.00%
Veritable, L.P.	4.48K	Jun 30, 23	-96	0.00%
TimeScale Financial, Inc.	858	Jun 30, 23	+3	0.00%
Kalos Management, Inc.	279	Jun 30, 23	-6	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-162	--
Baldrige Asset Management LLC	11.03K	Mar 31, 23	-176	0.00%
Barber Financial Group, Inc.	7.38K	Mar 31, 23	+2.25K	0.00%
Ford Financial Group, LLC	--	Mar 31, 23	-6.12K	--
F3Logic, LLC	421.72K	Dec 31, 22	+70.77K	0.18%
Gallagher Benefit Services, Inc.	421.72K	Dec 31, 22	+421.72K	0.18%
Sanford Advisory Services, LLC	27.77K	Dec 31, 22	-841	0.01%
CFO4Life, L.P.	15.42K	Dec 31, 22	+15.42K	0.01%
GAMBLE JONES INVESTMENT COUNSEL	10.34K	Dec 31, 22	-88	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	300	Dec 31, 22	-40	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-150	--
BLUESTEIN R H & CO LLC	56.01K	Sep 30, 22	+3.52K	0.02%
55I, LLC	48.38K	Sep 30, 22	+5.03K	0.02%
FURE FINANCIAL CORP	31.72K	Sep 30, 22	+31.72K	0.01%
American Portfolios Advisors	30.79K	Sep 30, 22	+958	0.01%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	19.52K	Sep 30, 22	+2.27K	0.01%
CPWM, LLC	15.33K	Sep 30, 22	+15.33K	0.01%
FourThought Financial, LLC	7.44K	Sep 30, 22	+28	0.00%
EATON VANCE MANAGEMENT	6.38K	Sep 30, 22	+25	0.00%
CYPRESS CAPITAL MANAGEMENT LLC	6.04K	Sep 30, 22	--	0.00%
Beaumont Financial Partners, LLC	5.38K	Sep 30, 22	+5.38K	0.00%
Round Table Services, LLC	4.41K	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	414	Sep 30, 22	+414	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	54	Sep 30, 22	+54	0.00%
KARLINSKI ANDREW C	4	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-2.50K	--
HYA Advisors, Inc	77.84K	Jun 30, 22	-1.31K	0.03%
Farmer Steven Patrick	43.37K	Jun 30, 22	+43.37K	0.02%
Emerson Wealth, LLC	3.99K	Jun 30, 22	+3.99K	0.00%
People's United Financial, Inc.	206.86K	Mar 31, 22	-6.96K	0.09%
B, B, H, & B INC.	118.08K	Mar 31, 22	+51.30K	0.05%
KINGS POINT CAPITAL MANAGEMENT	11.52K	Mar 31, 22	--	0.00%
IndexIQ Advisors LLC	1.47K	Mar 31, 22	-1.82K	0.00%
Lenox Wealth Advisors, LLC	356	Mar 31, 22	--	0.00%
Freedman Financial Associates, Inc.	99	Mar 31, 22	--	0.00%
Carroll Financial Associates, Inc.	13.54K	Dec 31, 21	+1.57K	0.01%
Investors Financial Group, LLC	10.86K	Dec 31, 21	+1.15K	0.00%
NEXT Financial Group, Inc	8.89K	Dec 31, 21	-6.82K	0.00%
Doman Group, LLC	6.45K	Dec 31, 21	+6.45K	0.00%
QUEST CAPITAL MANAGEMENT INC /ADV	5.05K	Dec 31, 21	+5.05K	0.00%
REILLY FINANCIAL ADVISORS, LLC	832	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	41.64K	Sep 30, 21	+255	0.02%
DERBY & COMPANY, INC	28.89K	Sep 30, 21	+1.02K	0.01%
Ameritas Investment Company, LLC	5.20K	Sep 30, 21	+3.23K	0.00%
Hoover Financial Advisors, Inc.	912	Jun 30, 21	--	0.00%
Integer Wealth Advisors Group LLC	10.50K	Mar 31, 21	-968	0.00%
Rikoon Group, LLC	5.71K	Mar 31, 21	+190	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	3.90K	Mar 31, 21	+3.90K	0.00%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	84.29K	Dec 31, 20	+5.61K	0.04%
NewFocus Financial Group, LLC	43.00K	Dec 31, 20	-8.11K	0.02%
Private Wealth Advisors, Inc.	8.30K	Dec 31, 20	+8.30K	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	502	Dec 31, 20	--	0.00%
Winslow, Evans & Crocker, Inc.	84	Dec 31, 20	+84	0.00%
First Allied Advisory Services, Inc.	50.77K	Sep 30, 20	-3.64K	0.02%
SHINE INVESTMENT ADVISORY SERVICES INC	2.62K	Sep 30, 20	-6.44K	0.00%
LifePlan Financial Group, Inc	17	Sep 30, 20	--	0.00%
Watson Rebecca	--	Sep 30, 20	-90	--
NORTHSTAR WEALTH PARTNERS LLC	--	Sep 30, 20	-12.33K	--
TRUEWEALTH LLC	2.65K	Jun 30, 20	--	0.00%
Squar Milner Financial Services LLC	6.37K	Mar 31, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	192.58K	Dec 31, 19	-208	0.08%
Advisor Group, Inc.	125.96K	Dec 31, 19	+4.87K	0.05%
Beacon Pointe Wealth Advisors, LLC	--	Dec 31, 19	-4.50K	--
Sequoia Wealth Management, LLC	--	Dec 31, 19	-13.67K	--
BIEGEL & WALLER LLC	146.47K	Sep 30, 19	+55.38K	0.06%
BB&T SECURITIES, LLC	18.67K	Sep 30, 19	-1.02K	0.01%
SUNTRUST BANKS INC	7.68K	Sep 30, 19	-677	0.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	6.96K	Sep 30, 19	-1.15K	0.00%
MRA Associates USA LLC	--	Sep 30, 19	-482	--
PERSONAL FINANCIAL CONSULTANTS INC /ADV	15.54K	Jun 30, 19	+42	0.01%
Steinberg Global Asset Management	324.74K	Mar 31, 19	+667	0.14%
HL FINANCIAL SERVICES LLC	--	Mar 31, 19	-4.28K	--
Summit Equities Inc	29.86K	Sep 30, 18	+177	0.01%
Vestpro Financial Partners, Inc. dba CPF Texas	27.04K	Sep 30, 18	+1.59K	0.01%
Edge Advisors, LLC	173.47K	Jun 30, 18	-168	0.07%
Simply Money Advisors	457.05K	Mar 31, 18	-11.36K	0.19%
Hefty Wealth Partners	37.85K	Mar 31, 18	+544	0.02%
Oak Point Wealth Management	14.16K	Mar 31, 18	+3.67K	0.01%
XML SECURITIES, LLC	3.94K	Mar 31, 18	+3.94K	0.00%
Independence Trust CO	10.39K	Dec 31, 17	--	0.00%
BB&T INVESTMENT SERVICES, INC.	720	Dec 31, 17	+720	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-21.92K	--
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-21.80K	--
Barrington Strategic Wealth Management Group LLC	22.75K	Sep 30, 17	+1.53K	0.01%
Commonwealth Equity Services, Inc	175.75K	Jun 30, 17	+19.14K	0.07%
WFG Advisors, LP	812	Jun 30, 17	+4	0.00%
TIAA CREF TRUST CO FSB/MO	26.94K	Mar 31, 17	+26.94K	0.01%
CT Financial Advisors LLC	420	Mar 31, 17	--	0.00%
MSI Financial Services Inc	43.68K	Dec 31, 16	+5.88K	0.02%
JFB Holdings Corp	62.17K	Sep 30, 16	+51.26K	0.03%
SOCIETE GENERALE	1.56K	Jun 30, 16	+1.56K	0.00%
MANAGED ACCOUNT ADVISORS LLC	23.70K	Jun 30, 15	+13.38K	0.01%
STANCORP INVESTMENT ADVISERS INC	689	Mar 31, 15	+3	0.00%
HABERER REGISTERED INVESTMENT ADVISOR INC	32	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	3.25K	Dec 31, 14	-2.25K	0.00%
NEW ENGLAND SECURITIES CORP /MA/	34	Dec 31, 14	--	0.00%
UBS AG	18.91K	Sep 30, 14	+1.02K	0.01%
Signator Financial Services, Inc.	200	Sep 30, 13	--	0.00%
First Allied Securities, Inc.	450	Jun 30, 12	-15	0.00%
RBC Dominion Securities Inc.	183	Dec 31, 08	--	0.00%
Meehan Mutual Funds, Inc.	600	Mar 31, 06	+600	0.00%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

83.37M

Mar 31, 26

-26.91K

34.74%

LPL Financial LLC

17.23M

Mar 31, 26

+819.09K

7.18%

MORGAN STANLEY

9.86M

Mar 31, 26

+138.83K

4.11%

JONES FINANCIAL COMPANIES LLLP

7.65M

Mar 31, 26

+1.23M

3.19%

ENVESTNET ASSET MANAGEMENT INC

7.17M

Mar 31, 26

+1.23M

2.99%

SIGNATUREFD, LLC

4.64M

Mar 31, 26

+68.52K

1.93%

Ronald Blue Trust, Inc.

4.28M

Mar 31, 26

-162.28K

1.78%

Kestra Investment Management, LLC

3.89M

Mar 31, 26

+121.20K

1.62%

ASPIRIANT, LLC

3.68M

Mar 31, 26

+100.86K

1.53%

Merit Financial Group, LLC

2.79M

Mar 31, 26

+194.00K

1.16%

JPMORGAN CHASE & CO

2.08M

Mar 31, 26

-242.69K

0.87%

RAYMOND JAMES FINANCIAL INC

1.64M

Mar 31, 26

-80.33K

0.68%

UBS Group AG

1.60M

Mar 31, 26

-12.88K

0.67%

ROYAL BANK OF CANADA

1.51M

Mar 31, 26

+29.89K

0.63%

PNC FINANCIAL SERVICES GROUP, INC.

1.44M

Mar 31, 26

+218.86K

0.60%

Auto-Owners Insurance Co

1.35M

Mar 31, 26

0.56%

BENJAMIN EDWARDS INC

1.31M

Mar 31, 26

+164.90K

0.55%

Modera Wealth Management, LLC

1.19M

Mar 31, 26

-6.41K

0.49%

WELLS FARGO & COMPANY/MN

1.18M

Mar 31, 26

+89.22K

0.49%

BLAIR WILLIAM & CO/IL

1.17M

Mar 31, 26

+71.95K

0.49%

Foster Group, Inc.

1.11M

Mar 31, 26

+31.35K

0.46%

NATIXIS ADVISORS, L.P.

1.02M

Mar 31, 26

+137.81K

0.43%

CI Private Wealth, LLC

818.41K

Mar 31, 26

+35.00K

0.34%

CANANDAIGUA NATIONAL CORP

810.70K

Mar 31, 26

+810.70K

0.34%

Venturi Wealth Management, LLC

791.99K

Mar 31, 26

-505.36K

0.33%

HighTower Advisors, LLC

717.48K

Mar 31, 26

+10.01K

0.30%

Cetera Investment Advisers

710.82K

Mar 31, 26

-32.78K

0.30%

PRINCIPAL SECURITIES, INC.

702.08K

Mar 31, 26

+74.43K

0.29%

Sequoia Financial Advisors, LLC

695.65K

Mar 31, 26

+360

0.29%

COMMONWEALTH EQUITY SERVICES, LLC

658.58K

Mar 31, 26

-503.07K

0.27%

McGlone Suttner Wealth Management, Inc.

653.30K

Mar 31, 26

+9.43K

0.27%

Allworth Financial LP

597.60K

Mar 31, 26

-14.36K

0.25%

CWM, LLC

568.93K

Mar 31, 26

-44.14K

0.24%

Allspring Global Investments Holdings, LLC

525.57K

Mar 31, 26

-18.01K

0.22%

ADVISOR GROUP HOLDINGS, INC.

513.45K

Mar 31, 26

+10.73K

0.21%

FMR LLC

477.80K

Mar 31, 26

+6.86K

0.20%

Nadler Financial Group, Inc.

453.43K

Mar 31, 26

-4.91K

0.19%

RMB Capital Management, LLC

449.47K

Mar 31, 26

+138.67K

0.19%

Evergreen Wealth Solutions, LLC

442.95K

Mar 31, 26

+442.95K

0.18%

GOLDMAN SACHS GROUP INC

434.74K

Mar 31, 26

-125.43K

0.18%

Colony Group, LLC

418.66K

Mar 31, 26

-30.21K

0.17%

AMERIPRISE FINANCIAL INC

417.87K

Mar 31, 26

-1.91K

0.17%

FLAGSHIP HARBOR ADVISORS, LLC

407.86K

Mar 31, 26

-27.92K

0.17%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

390.73K

Mar 31, 26

-60.69K

0.16%

Tanglewood Legacy Advisors, LLC

381.43K

Mar 31, 26

+25.35K

0.16%

Atlantic Union Bankshares Corp

367.48K

Mar 31, 26

+6.56K

0.15%

Veracity Capital LLC

360.86K

Mar 31, 26

-44.09K

0.15%

HOWE & RUSLING INC

358.79K

Mar 31, 26

+9.47K

0.15%

HANTZ FINANCIAL SERVICES, INC.

358.14K

Mar 31, 26

+10.73K

0.15%

Financial Engines Advisors L.L.C.

344.71K

Mar 31, 26

+55.71K

0.14%

Equitable Holdings, Inc.

331.23K

Mar 31, 26

+100.21K

0.14%

PCA Investment Advisory Services Inc.

320.87K

Mar 31, 26

+18.36K

0.13%

Townsend & Associates, Inc

319.32K

Mar 31, 26

-43.98K

0.13%

Madison Wealth Partners, Inc

312.13K

Mar 31, 26

+176

0.13%

ForthRight Wealth Management, LLC

302.27K

Mar 31, 26

+1.82K

0.13%

DDFG, Inc

297.36K

Mar 31, 26

+17.05K

0.12%

SOUTHERN CAPITAL ADVISORS, LLC

295.60K

Mar 31, 26

+2.09K

0.12%

KESTRA PRIVATE WEALTH SERVICES, LLC

286.08K

Mar 31, 26

-54.78K

0.12%

Duncan Williams Asset Management, LLC

270.47K

Mar 31, 26

-2.35K

0.11%

Vident Advisory, LLC

250.03K

Mar 31, 26

+10.48K

0.10%

MML INVESTORS SERVICES, LLC

249.81K

Mar 31, 26

-38.19K

0.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

246.63K

Mar 31, 26

-140.68K

0.10%

Gotham Asset Management, LLC

240.97K

Mar 31, 26

+112.48K

0.10%

Garde Capital, Inc.

237.43K

Mar 31, 26

-3.94K

0.10%

Waldron Private Wealth LLC

234.68K

Mar 31, 26

-5.25K

0.10%

GDS Wealth Management

228.07K

Mar 31, 26

-13.40K

0.10%

Sanctuary Advisors, LLC

226.68K

Mar 31, 26

+9.81K

0.09%

Salus Financial Advisors, LLC

225.26K

Mar 31, 26

+18.27K

0.09%

Private Advisor Group, LLC

219.58K

Mar 31, 26

-137.01K

0.09%

Rockefeller Capital Management L.P.

216.56K

Mar 31, 26

-75

0.09%

Cambridge Investment Research Advisors, Inc.

211.61K

Mar 31, 26

+1.45K

0.09%

Steele Capital Management, Inc.

209.52K

Mar 31, 26

-1.39K

0.09%

Kestra Advisory Services, LLC

206.40K

Mar 31, 26

+37.61K

0.09%

Strategies Wealth Advisors, LLC

203.01K

Mar 31, 26

-7.53K

0.08%

Birchcreek Wealth Management, LLC

201.79K

Mar 31, 26

+2.52K

0.08%

SkyOak Wealth, LLC

200.48K

Mar 31, 26

-545

0.08%

IRONWOOD WEALTH MANAGEMENT, INC.

192.56K

Mar 31, 26

-1.46K

0.08%

Richard W. Paul & Associates, LLC

182.13K

Mar 31, 26

+7.25K

0.08%

High Probability Advisors, LLC

178.27K

Mar 31, 26

+6.69K

0.07%

Crescent Grove Advisors, LLC

162.44K

Mar 31, 26

-771

0.07%

Financial Partners Group, Inc

161.40K

Mar 31, 26

+1.03K

0.07%

MFA WEALTH ADVISORS, LLC

159.59K

Mar 31, 26

+10.36K

0.07%

Concurrent Investment Advisors, LLC

158.59K

Mar 31, 26

+3.03K

0.07%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

156.81K

Mar 31, 26

+26.29K

0.07%

Trek Financial, LLC

155.09K

Mar 31, 26

-75.51K

0.06%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

153.05K

Mar 31, 26

+2.43K

0.06%

STIFEL FINANCIAL CORP

151.23K

Mar 31, 26

-11.30K

0.06%

Allianz Asset Management GmbH

149.66K

Mar 31, 26

+149.66K

0.06%

Savant Capital, LLC

147.25K

Mar 31, 26

-712

0.06%

Global Strategic Investment Solutions, LLC

145.69K

Mar 31, 26

+384

0.06%

Petix & Botte Co

144.21K

Mar 31, 26

-8.26K

0.06%

Cosner Financial Group, LLC

139.86K

Mar 31, 26

+345

0.06%

FORTRESS FINANCIAL GROUP, LLC

139.37K

Mar 31, 26

-1.62K

0.06%

Carl P. Sherr & Co., LLC

136.43K

Mar 31, 26

-564

0.06%

Creative Planning

134.28K

Mar 31, 26

+1.22K

0.06%

NewEdge Advisors, LLC

130.21K

Mar 31, 26

+6.92K

0.05%

Baird Financial Group, Inc.

125.48K

Mar 31, 26

-168.13K

0.05%

CREATIVE FINANCIAL DESIGNS INC /ADV

119.39K

Mar 31, 26

+2.79K

0.05%

Atria Investments, Inc

118.55K

Mar 31, 26

-50.76K

0.05%

TRUIST FINANCIAL CORP

112.74K

Mar 31, 26

-28.99K

0.05%

Lutz Financial Services LLC

111.57K

Mar 31, 26

-773

0.05%

Stratos Wealth Partners, LTD.

110.75K

Mar 31, 26

+1.85K

0.05%

ERTS Wealth Advisors, LLC

110.28K

Mar 31, 26

-3.87K

0.05%

Mariner, LLC

106.87K

Mar 31, 26

+1.74K

0.04%

Integrated Wealth Concepts LLC

106.39K

Mar 31, 26

+2.73K

0.04%

Crestwood Advisors Group LLC

104.82K

Mar 31, 26

+80.14K

0.04%

Janney Montgomery Scott LLC

103.51K

Mar 31, 26

+36.51K

0.04%

Tortoise Investment Management, LLC

101.31K

Mar 31, 26

-2.40K

0.04%

Sigma Planning Corp

100.84K

Mar 31, 26

-7.90K

0.04%

Dynamic Advisor Solutions LLC

97.70K

Mar 31, 26

+1.78K

0.04%

Weil Company, Inc.

97.66K

Mar 31, 26

+16.72K

0.04%

SAPIENT CAPITAL LLC

96.53K

Mar 31, 26

+305

0.04%

Quent Capital, LLC

96.37K

Mar 31, 26

-2.29K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

94.48K

Mar 31, 26

-1.20K

0.04%

Charter Oak Capital Management, LLC

93.57K

Mar 31, 26

+3.65K

0.04%

TD PRIVATE CLIENT WEALTH LLC

93.48K

Mar 31, 26

-11.66K

0.04%

Independence Financial Advisors, LLC

92.95K

Mar 31, 26

-25.76K

0.04%

Financial Council Asset Management Inc

90.78K

Mar 31, 26

+319

0.04%

Zuckerman Investment Group, LLC

88.53K

Mar 31, 26

+5.48K

0.04%

ICONIQ Capital, LLC

85.84K

Mar 31, 26

0.04%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

85.46K

Mar 31, 26

-10.02K

0.04%

Amplius Wealth Advisors, LLC

84.62K

Mar 31, 26

-2.65K

0.04%

ALLIANCEBERNSTEIN L.P.

82.28K

Mar 31, 26

-7.64K

0.03%

HighMark Wealth Management LLC

80.54K

Mar 31, 26

+3.74K

0.03%

Foundry Financial Group, Inc.

80.43K

Mar 31, 26

+1.51K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

79.24K

Mar 31, 26

+4.03K

0.03%

Vestmark Advisory Solutions, Inc.

77.61K

Mar 31, 26

+38.48K

0.03%

Canvas Wealth Advisors, LLC

76.63K

Mar 31, 26

+2.16K

0.03%

Resources Investment Advisors, LLC.

75.73K

Mar 31, 26

+64

0.03%

MOTIVE WEALTH ADVISORS

75.22K

Mar 31, 26

-677

0.03%

Paul Damon & Associates, Inc.

75.00K

Mar 31, 26

+25.11K

0.03%

Symphony Financial, Ltd. Co.

74.41K

Mar 31, 26

-4.63K

0.03%

Canandaigua National Trust Co of Florida

73.77K

Mar 31, 26

-366

0.03%

Gallagher Fiduciary Advisors, LLC

71.34K

Mar 31, 26

+9.02K

0.03%

CENTAURUS FINANCIAL, INC.

71.18K

Mar 31, 26

-95.17K

0.03%

LEGACY SOLUTIONS, LLC

70.67K

Mar 31, 26

-4.16K

0.03%

Independent Advisor Alliance

70.22K

Mar 31, 26

+70.22K

0.03%

Cerity Partners LLC

70.13K

Mar 31, 26

+36.52K

0.03%

Certified Advisory Corp

68.74K

Mar 31, 26

-45.40K

0.03%

Valmark Advisers, Inc.

67.60K

Mar 31, 26

-2.92K

0.03%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

67.17K

Mar 31, 26

+3.81K

0.03%

Able Wealth Management LLC

64.95K

Mar 31, 26

+1.42K

0.03%

Mutual Advisors, LLC

63.92K

Mar 31, 26

+1.30K

0.03%

BEAM WEALTH ADVISORS, INC.

60.87K

Mar 31, 26

-801

0.03%

Columbus Macro, LLC

58.78K

Mar 31, 26

+1.18K

0.02%

DEFINED WEALTH MANAGEMENT, LLC

58.23K

Mar 31, 26

+482

0.02%

Ameritas Advisory Services, LLC

57.76K

Mar 31, 26

-8.86K

0.02%

COREPATH WEALTH PARTNERS LLC

57.50K

Mar 31, 26

+256

0.02%

Arkadios Wealth Advisors

57.41K

Mar 31, 26

+6.84K

0.02%

Summit Financial, LLC

56.78K

Mar 31, 26

+4.05K

0.02%

SCS Capital Management LLC

56.39K

Mar 31, 26

0.02%

Advisory Services Network, LLC

55.93K

Mar 31, 26

+41.69K

0.02%

CAPTRUST FINANCIAL ADVISORS

54.46K

Mar 31, 26

-2.53K

0.02%

FIFTH THIRD BANCORP

53.79K

Mar 31, 26

+50.12K

0.02%

180 WEALTH ADVISORS, LLC

53.23K

Mar 31, 26

-983

0.02%

Robertson Stephens Wealth Management, LLC

52.85K

Mar 31, 26

-8.76K

0.02%

Eley Financial Management, Inc

51.50K

Mar 31, 26

+815

0.02%

Spire Wealth Management

51.40K

Mar 31, 26

-1.08K

0.02%

Perigon Wealth Management, LLC

50.36K

Mar 31, 26

-759

0.02%

Elm Partners Management LLC

49.76K

Mar 31, 26

+4.62K

0.02%

Summit Wealth Partners, LLC

48.91K

Mar 31, 26

+936

0.02%

STEVENS CAPITAL PARTNERS

48.02K

Mar 31, 26

-3.58K

0.02%

TD Waterhouse Canada Inc.

48.01K

Mar 31, 26

-21.22K

0.02%

Variant Private Wealth, LLC

47.70K

Mar 31, 26

+179

0.02%

US BANCORP \DE\

46.57K

Mar 31, 26

-118

0.02%

Eaton Financial Holdings Company, LLC

46.48K

Mar 31, 26

-3.33K

0.02%

Breakwater Capital Group

45.72K

Mar 31, 26

-959

0.02%

BlackRock, Inc.

44.29K

Mar 31, 26

+2.82K

0.02%

Asset Management Group, Inc.

43.48K

Mar 31, 26

-4.13K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

42.60K

Mar 31, 26

+8.15K

0.02%

EQUITY INVESTMENT CORP

42.38K

Mar 31, 26

-49.53K

0.02%

DEUTSCHE BANK AG\

42.23K

Mar 31, 26

-733

0.02%

VestGen Advisors, LLC

42.04K

Mar 31, 26

+30.65K

0.02%

IHT Wealth Management, LLC

40.70K

Mar 31, 26

-708

0.02%

M&T BANK CORP

40.54K

Mar 31, 26

-1.04K

0.02%

HILLTOP WEALTH ADVISORS, LLC

40.54K

Mar 31, 26

-2.33K

0.02%

BAILARD, INC.

40.13K

Mar 31, 26

+647

0.02%

Wealth Management Partners, LLC

40.13K

Mar 31, 26

+17

0.02%

Modern Wealth Management, LLC

39.53K

Mar 31, 26

-2.56K

0.02%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

39.28K

Mar 31, 26

+2.37K

0.02%

OLD POINT TRUST & FINANCIAL SERVICES N A

39.03K

Mar 31, 26

+7.94K

0.02%

Mount Yale Investment Advisors, LLC

38.98K

Mar 31, 26

+38.98K

0.02%

NORTHERN TRUST CORP

38.82K

Mar 31, 26

-418

0.02%

Windward Private Wealth Management Inc.

38.46K

Mar 31, 26

-383

0.02%

OPPENHEIMER & CO INC

38.11K

Mar 31, 26

+1.54K

0.02%

EP Wealth Advisors, LLC

37.59K

Mar 31, 26

-1.53K

0.02%

Geneos Wealth Management Inc.

37.44K

Mar 31, 26

+13.14K

0.02%

Forefront Wealth Partners, LLC

37.15K

Mar 31, 26

-4.07K

0.02%

Beacon Pointe Advisors, LLC

37.13K

Mar 31, 26

+24.68K

0.02%

Integrated Advisors Network LLC

36.60K

Mar 31, 26

-142.41K

0.02%

Greenline Partners, LLC

35.66K

Mar 31, 26

0.01%

Sunbelt Securities, Inc.

34.54K

Mar 31, 26

-2.90K

0.01%

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

33.76K

Mar 31, 26

+8.39K

0.01%

AQR CAPITAL MANAGEMENT LLC

33.45K

Mar 31, 26

+2.88K

0.01%

CATALYST PRIVATE WEALTH, LLC

32.28K

Mar 31, 26

-1.89K

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

31.91K

Mar 31, 26

-132

0.01%

Leonard Rickey Investment Advisors P.L.L.C.

31.66K

Mar 31, 26

-830

0.01%

Buckingham Strategic Partners

31.43K

Mar 31, 26

-157

0.01%

Family Management Corp

30.96K

Mar 31, 26

+482

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

30.00K

Mar 31, 26

+5.80K

0.01%

HighPoint Advisor Group LLC

29.68K

Mar 31, 26

-1.00K

0.01%

ATLAS CAPITAL ADVISORS LLC

29.55K

Mar 31, 26

+630

0.01%

RENAISSANCE TECHNOLOGIES LLC

28.60K

Mar 31, 26

-19.10K

0.01%

Guidance Point Advisors, LLC

28.58K

Mar 31, 26

+562

0.01%

Farther Finance Advisors, LLC

28.58K

Mar 31, 26

+588

0.01%

ROBINSON SMITH WEALTH ADVISORS LLC

28.34K

Mar 31, 26

-52.42K

0.01%

Apollon Financial, LLC

27.80K

Mar 31, 26

+7.73K

0.01%

Steward Partners Investment Advisory, LLC

27.62K

Mar 31, 26

+3.37K

0.01%

Eagle Strategies LLC

27.61K

Mar 31, 26

+591

0.01%

Adviser Investments LLC

27.43K

Mar 31, 26

+6.77K

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

26.97K

Mar 31, 26

-942

0.01%

ZWJ INVESTMENT COUNSEL INC

26.93K

Mar 31, 26

+495

0.01%

Prospera Financial Services Inc

26.84K

Mar 31, 26

+1.66K

0.01%

Miracle Mile Advisors, LLC

26.56K

Mar 31, 26

-347

0.01%

Sterling Wealth Management, Inc.

26.16K

Mar 31, 26

+91

0.01%

17 CAPITAL PARTNERS, LLC

25.66K

Mar 31, 26

-4.15K

0.01%

General Partner, Inc.

25.63K

Mar 31, 26

0.01%

Global Assets Advisory, LLC

25.45K

Mar 31, 26

+21.56K

0.01%

PRIVATE TRUST CO NA

25.19K

Mar 31, 26

+832

0.01%

Wealth Advisors of Iowa, LLC

24.97K

Mar 31, 26

-91

0.01%

Silver Lake Advisory, LLC

24.83K

Mar 31, 26

+881

0.01%

GLENMEDE TRUST CO NA

24.63K

Mar 31, 26

-350

0.01%

Skopos Labs, Inc.

24.52K

Mar 31, 26

+1.18K

0.01%

Life Planning Partners, Inc

24.49K

Mar 31, 26

0.01%

Cresset Asset Management, LLC

24.31K

Mar 31, 26

-8.93K

0.01%

Regal Investment Advisors LLC

24.22K

Mar 31, 26

0.01%

MFA Wealth Services

24.09K

Mar 31, 26

+241

0.01%

CITIGROUP INC

23.82K

Mar 31, 26

+3.10K

0.01%

HARBOUR INVESTMENTS, INC.

23.28K

Mar 31, 26

+2.06K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

23.06K

Mar 31, 26

-108

0.01%

MATAURO, LLC

22.67K

Mar 31, 26

-1.60K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

22.61K

Mar 31, 26

+14.92K

0.01%

CAHILL FINANCIAL ADVISORS INC

22.08K

Mar 31, 26

+67

0.01%

XY Planning Network, Inc.

21.99K

Mar 31, 26

+446

0.01%

Caprock Group, LLC

21.77K

Mar 31, 26

0.01%

NewEdge Wealth, LLC

21.38K

Mar 31, 26

+997

0.01%

MONTAG A & ASSOCIATES INC

21.36K

Mar 31, 26

-5.56K

0.01%

Western Wealth Management, LLC

21.03K

Mar 31, 26

+397

0.01%

Legacy Financial Strategies, LLC

20.72K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

20.44K

Mar 31, 26

+18.47K

0.01%

Drake & Associates, LLC

20.40K

Mar 31, 26

-1.25K

0.01%

Foundations Investment Advisors, LLC

20.02K

Mar 31, 26

-3.63K

0.01%

Next Capital Management LLC

19.56K

Mar 31, 26

-821

0.01%

Vista Private Wealth Partners. LLC

19.50K

Mar 31, 26

-13.45K

0.01%

Occidental Asset Management, LLC

19.30K

Mar 31, 26

-58

0.01%

First Heartland Consultants, Inc.

19.08K

Mar 31, 26

-651

0.01%

NWF Advisory Services Inc.

18.56K

Mar 31, 26

+1.60K

0.01%

PFG Advisors

18.23K

Mar 31, 26

-2.26K

0.01%

PARK AVENUE SECURITIES LLC

18.16K

Mar 31, 26

+18.16K

0.01%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

17.99K

Mar 31, 26

-113

0.01%

TL Private Wealth

17.66K

Mar 31, 26

-360

0.01%

Traub Capital Management LLC

17.20K

Mar 31, 26

+82

0.01%

MGO ONE SEVEN LLC

16.91K

Mar 31, 26

+2.35K

0.01%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

16.90K

Mar 31, 26

+15.73K

0.01%

Holistic Planning, LLC

16.57K

Mar 31, 26

-55

0.01%

Sovereign Financial Group, Inc.

16.51K

Mar 31, 26

+1.82K

0.01%

TriaGen Wealth Management LLC

16.39K

Mar 31, 26

0.01%

Joule Financial, LLC

16.00K

Mar 31, 26

+13.35K

0.01%

WJ Wealth Management, LLC

15.96K

Mar 31, 26

-481

0.01%

Brinker Capital Investments, LLC

15.88K

Mar 31, 26

-5.21K

0.01%

Carlton Hofferkamp & Jenks Wealth Management, LLC

15.61K

Mar 31, 26

-622

0.01%

CFO4Life Group, LLC

15.57K

Mar 31, 26

+60

0.01%

Soltis Investment Advisors LLC

14.85K

Mar 31, 26

0.01%

Ipswich Investment Management Co., Inc.

14.80K

Mar 31, 26

+14.80K

0.01%

DEAN INVESTMENT ASSOCIATES, LLC

14.76K

Mar 31, 26

-110.97K

0.01%

Boyd Wealth Management, LLC

14.24K

Mar 31, 26

0.01%

HUNTINGTON NATIONAL BANK

13.91K

Mar 31, 26

0.01%

Golden State Equity Partners

13.89K

Mar 31, 26

+266

0.01%

Quantinno Capital Management LP

13.74K

Mar 31, 26

+1.86K

0.01%

NEW WAVE WEALTH ADVISORS LLC

13.73K

Mar 31, 26

+128

0.01%

One Day In July LLC

13.49K

Mar 31, 26

+1.24K

0.01%

HOWLAND CAPITAL MANAGEMENT LLC

13.47K

Mar 31, 26

0.01%

Endowment Wealth Management, Inc.

13.34K

Mar 31, 26

-121

0.01%

SYON CAPITAL LLC

13.16K

Mar 31, 26

+848

0.01%

RIK SAYLOR FINANCIAL, INC.

13.14K

Mar 31, 26

+16

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

13.10K

Mar 31, 26

+606

0.01%

Waverly Advisors, LLC

13.06K

Mar 31, 26

-516

0.01%

Wealthquest Corp

12.72K

Mar 31, 26

-129

0.01%

1900 WEALTH MANAGEMENT LLC

12.66K

Mar 31, 26

-285

0.01%

Carr Financial Group Corp

12.62K

Mar 31, 26

+48

0.01%

Tennessee Valley Asset Management Partners

12.57K

Mar 31, 26

+34

0.01%

Cambria Investment Management, L.P.

12.51K

Mar 31, 26

-936

0.01%

Empowered Funds, LLC

12.51K

Mar 31, 26

-991

0.01%

Narus Financial Partners, LLC

12.26K

Mar 31, 26

+12

0.01%

M Holdings Securities, Inc.

12.23K

Mar 31, 26

-583

0.01%

POTENTIA WEALTH

12.17K

Mar 31, 26

0.01%

Catalytic Wealth RIA, LLC

11.88K

Mar 31, 26

+11.88K

0.00%

Brickley Wealth Management

11.81K

Mar 31, 26

0.00%

Richmond Investment Services, LLC

11.69K

Mar 31, 26

+2.39K

0.00%

Bleakley Financial Group, LLC

11.56K

Mar 31, 26

+1.06K

0.00%

BESSEMER GROUP INC

11.52K

Mar 31, 26

+3.98K

0.00%

Argent Trust Co

11.41K

Mar 31, 26

+472

0.00%

VERUS CAPITAL PARTNERS, LLC

11.17K

Mar 31, 26

-3.87K

0.00%

Eldridge Investment Advisors, Inc.

11.10K

Mar 31, 26

-224

0.00%

Perennial Investment Advisors, LLC

11.04K

Mar 31, 26

+1.69K

0.00%

Atlantic Edge Private Wealth Management, LLC

10.91K

Mar 31, 26

+95

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

10.84K

Mar 31, 26

+95

0.00%

NWAM LLC

10.83K

Mar 31, 26

-868

0.00%

Pure Financial Advisors, LLC

10.69K

Mar 31, 26

-20

0.00%

WHITE PINE CAPITAL LLC

10.45K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

10.37K

Mar 31, 26

-102

0.00%

Stratos Wealth Advisors, LLC

10.22K

Mar 31, 26

+13

0.00%

JANE STREET GROUP, LLC

10.14K

Mar 31, 26

+10.14K

0.00%

JFS WEALTH ADVISORS, LLC

10.06K

Mar 31, 26

0.00%

Pensionmark Financial Group, LLC

9.93K

Mar 31, 26

+35

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

9.91K

Mar 31, 26

+10

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

9.91K

Mar 31, 26

-1.96K

0.00%

Total Clarity Wealth Management, Inc.

9.87K

Mar 31, 26

+5.28K

0.00%

ELEVATE WEALTH ADVISORY, INC

9.75K

Mar 31, 26

+49

0.00%

R. W. Roge & Company, Inc.

9.68K

Mar 31, 26

-38

0.00%

COLLECTIVE FAMILY OFFICE LLC

9.59K

Mar 31, 26

-3.50K

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

9.58K

Mar 31, 26

-604

0.00%

Lansing Street Advisors

9.56K

Mar 31, 26

-490

0.00%

Tower Research Capital LLC (TRC)

9.48K

Mar 31, 26

+9.48K

0.00%

COMMERCE BANK

9.36K

Mar 31, 26

-100

0.00%

FIDUCIARY ADVISORS, INC.

9.32K

Mar 31, 26

+1.83K

0.00%

RFG Advisory, LLC

9.30K

Mar 31, 26

+5.82K

0.00%

Inspire Advisors, LLC

9.25K

Mar 31, 26

+4.04K

0.00%

Verity Asset Management, Inc.

9.14K

Mar 31, 26

+537

0.00%

USAdvisors Wealth Management, LLC

9.06K

Mar 31, 26

-41

0.00%

Grey Fox Wealth Advisors, LLC

8.88K

Mar 31, 26

-592

0.00%

Kingsview Wealth Management, LLC

8.87K

Mar 31, 26

+998

0.00%

Patten Group, Inc.

8.77K

Mar 31, 26

+483

0.00%

Riverwater Partners LLC

8.76K

Mar 31, 26

+515

0.00%

ERn Financial, LLC

8.75K

Mar 31, 26

+49

0.00%

EVERMAY WEALTH MANAGEMENT LLC

8.74K

Mar 31, 26

-494

0.00%

Synergy Investment Management, LLC

8.73K

Mar 31, 26

+584

0.00%

Interchange Capital Partners, LLC

8.45K

Mar 31, 26

-111

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

8.39K

Mar 31, 26

+411

0.00%

MONECO Advisors, LLC

8.32K

Mar 31, 26

-472

0.00%

Empirical Asset Management, LLC

8.30K

Mar 31, 26

-10

0.00%

HB Wealth Management, LLC

8.26K

Mar 31, 26

-282

0.00%

Beirne Wealth Consulting Services, LLC

8.25K

Mar 31, 26

+296

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

8.11K

Mar 31, 26

-6

0.00%

Per Stirling Capital Management, LLC.

8.10K

Mar 31, 26

0.00%

William Howard & Co Financial Advisors Inc

8.06K

Mar 31, 26

0.00%

IEQ CAPITAL, LLC

7.95K

Mar 31, 26

-301

0.00%

Verdence Capital Advisors LLC

7.72K

Mar 31, 26

+136

0.00%

Talisman Wealth Advisors LLC

7.71K

Mar 31, 26

-1.45K

0.00%

Innovative Wealth Building LLC

7.54K

Mar 31, 26

+93

0.00%

One Charles Private Wealth Services, LLC

7.53K

Mar 31, 26

-2.07K

0.00%

WHITTIER TRUST CO

7.50K

Mar 31, 26

0.00%

Waterloo Capital, L.P.

7.49K

Mar 31, 26

+833

0.00%

Gladstone Institutional Advisory LLC

7.48K

Mar 31, 26

-1.42K

0.00%

Prime Capital Investment Advisors, LLC

7.35K

Mar 31, 26

+1.99K

0.00%

Hoxton Planning & Management, LLC

7.34K

Mar 31, 26

+170

0.00%

Essex Savings Bank

7.29K

Mar 31, 26

+1.47K

0.00%

D.A. DAVIDSON & CO.

7.26K

Mar 31, 26

+82

0.00%

TWO SIGMA SECURITIES, LLC

7.24K

Mar 31, 26

+4.20K

0.00%

CHOREO, LLC

7.18K

Mar 31, 26

0.00%

Sachetta, LLC

7.16K

Mar 31, 26

+391

0.00%

DGS Capital Management, LLC

6.99K

Mar 31, 26

+101

0.00%

Firestone Capital Management

6.94K

Mar 31, 26

0.00%

Barnes Wealth Management Group, Inc

6.94K

Mar 31, 26

+420

0.00%

Gateway Wealth Partners, LLC

6.92K

Mar 31, 26

+6.92K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

6.87K

Mar 31, 26

+6.87K

0.00%

FIFTH THIRD SECURITIES, INC.

6.84K

Mar 31, 26

+820

0.00%

ST GERMAIN D J CO INC

6.80K

Mar 31, 26

0.00%

Coordinated Financial Services, Inc.

6.79K

Mar 31, 26

+58

0.00%

Trust Point Inc.

6.60K

Mar 31, 26

0.00%

XML Financial, LLC

6.59K

Mar 31, 26

+181

0.00%

Essex Financial Services, Inc.

6.50K

Mar 31, 26

+248

0.00%

Sterling Capital Management LLC

6.39K

Mar 31, 26

+118

0.00%

Wealthspire Advisors, LLC

6.37K

Mar 31, 26

-4.44K

0.00%

Cascade Financial Partners, LLC

6.23K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

6.13K

Mar 31, 26

-82

0.00%

REGIMEN WEALTH, LLC

6.13K

Mar 31, 26

-598

0.00%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

5.97K

Mar 31, 26

0.00%

Dorsey & Whitney Trust CO LLC

5.94K

Mar 31, 26

+220

0.00%

FLAGSTAR ADVISORS INC.

5.90K

Mar 31, 26

+899

0.00%

Roble, Belko & Company, Inc

5.86K

Mar 31, 26

-51

0.00%

MAI Capital Management

5.79K

Mar 31, 26

0.00%

GERMAN AMERICAN BANCORP, INC.

5.79K

Mar 31, 26

0.00%

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

5.77K

Mar 31, 26

0.00%

Simplicity Wealth,LLC

5.72K

Mar 31, 26

+481

0.00%

MISSION WEALTH MANAGEMENT, LP

5.71K

Mar 31, 26

-351

0.00%

Meridian Wealth Management, LLC

5.70K

Mar 31, 26

+310

0.00%

Dynamic Financial Group

5.67K

Mar 31, 26

0.00%

TrueWealth Financial Partners

5.66K

Mar 31, 26

+5.66K

0.00%

Pathstone Holdings, LLC

5.64K

Mar 31, 26

+358

0.00%

Annex Advisory Services, LLC

5.58K

Mar 31, 26

-300

0.00%

PRUDENT INVESTORS NETWORK, INC.

5.58K

Mar 31, 26

-96

0.00%

Bank of New York Mellon Corp

5.57K

Mar 31, 26

+2.20K

0.00%

Bright Futures Wealth Management, LLC.

5.57K

Mar 31, 26

-269

0.00%

Hobbs Group Advisors, LLC

5.48K

Mar 31, 26

-23

0.00%

Beaumont Financial Advisors, LLC

5.38K

Mar 31, 26

0.00%

Prospect Financial Services LLC

5.38K

Mar 31, 26

+2.75K

0.00%

Lido Advisors, LLC

5.35K

Mar 31, 26

+18

0.00%

PRESILIUM PRIVATE WEALTH, LLC

5.32K

Mar 31, 26

+44

0.00%

RDA Financial Network

5.29K

Mar 31, 26

-891

0.00%

FORTE ASSET MANAGEMENT LLC

5.29K

Mar 31, 26

0.00%

Cyndeo Wealth Partners, LLC

5.23K

Mar 31, 26

+18

0.00%

LaSalle St. Investment Advisors, LLC

5.22K

Mar 31, 26

-167

0.00%

Premier Path Wealth Partners, LLC

5.19K

Mar 31, 26

+850

0.00%

BTC Capital Management, Inc.

5.14K

Mar 31, 26

0.00%

GWN SECURITIES INC.

5.13K

Mar 31, 26

0.00%

AWM CAPITAL, LLC

5.10K

Mar 31, 26

-163

0.00%

BROWN ADVISORY INC

5.04K

Mar 31, 26

-410

0.00%

BECKER CAPITAL MANAGEMENT INC

5.01K

Mar 31, 26

0.00%

SWEENEY & MICHEL, LLC

4.96K

Mar 31, 26

+20

0.00%

SYM FINANCIAL Corp

4.86K

Mar 31, 26

0.00%

Stone House Investment Management, LLC

4.84K

Mar 31, 26

+38

0.00%

VANGUARD ADVISERS INC

4.76K

Mar 31, 26

+4.76K

0.00%

WHITTIER TRUST CO OF NEVADA INC

4.76K

Mar 31, 26

0.00%

Valeo Financial Advisors, LLC

4.75K

Mar 31, 26

-754

0.00%

BIP Wealth, LLC

4.73K

Mar 31, 26

+623

0.00%

BRADLEY FOSTER & SARGENT INC/CT

4.73K

Mar 31, 26

0.00%

EXENCIAL WEALTH ADVISORS, LLC

4.70K

Mar 31, 26

0.00%

CENTRAL VALLEY ADVISORS, LLC

4.69K

Mar 31, 26

+4.69K

0.00%

VICTORY FINANCIAL GROUP, LLC

4.66K

Mar 31, 26

+330

0.00%

Baer Investment Advisory LLC

4.66K

Mar 31, 26

+4.66K

0.00%

Mascoma Wealth Management LLC

4.64K

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

4.64K

Mar 31, 26

+3.23K

0.00%

Burk Holdings LLC

4.64K

Mar 31, 26

+15

0.00%

MITCHELL CAPITAL MANAGEMENT CO

4.63K

Mar 31, 26

-1.20K

0.00%

Parallel Advisors, LLC

4.60K

Mar 31, 26

-259

0.00%

CIM, LLC

4.59K

Mar 31, 26

-2

0.00%

Cutler Capital Management, LLC

4.55K

Mar 31, 26

0.00%

FourThought Financial Partners, LLC

4.54K

Mar 31, 26

-150

0.00%

Choate Investment Advisors

4.50K

Mar 31, 26

0.00%

NORDEN GROUP LLC

4.42K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

4.42K

Mar 31, 26

+1.74K

0.00%

U.S. Capital Wealth Advisors, LLC

4.40K

Mar 31, 26

-48.66K

0.00%

BANK OF MONTREAL /CAN/

4.40K

Mar 31, 26

-835

0.00%

Vise Technologies, Inc.

4.40K

Mar 31, 26

0.00%

Investment Advisory Group, LLC

4.39K

Mar 31, 26

0.00%

TRUE Private Wealth Advisors

4.38K

Mar 31, 26

0.00%

Claro Advisors LLC

4.34K

Mar 31, 26

+213

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

4.31K

Mar 31, 26

-2.63K

0.00%

AE Wealth Management LLC

4.31K

Mar 31, 26

+1.35K

0.00%

Koesten, Hirschmann & Crabtree, INC.

4.29K

Mar 31, 26

-300

0.00%

Bellecapital International Ltd.

4.29K

Mar 31, 26

0.00%

Ellis Investment Partners, LLC

4.22K

Mar 31, 26

+11

0.00%

TFR Capital, LLC.

4.22K

Mar 31, 26

0.00%

Collier Financial

4.21K

Mar 31, 26

+390

0.00%

Zhang Financial LLC

4.12K

Mar 31, 26

0.00%

WESBANCO BANK INC

4.11K

Mar 31, 26

0.00%

PATTEN & PATTEN INC/TN

4.07K

Mar 31, 26

0.00%

Csenge Advisory Group

4.06K

Mar 31, 26

+11

0.00%

Beck Bode, LLC

4.02K

Mar 31, 26

+15

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

4.00K

Mar 31, 26

0.00%

Bedel Financial Consulting, Inc.

3.98K

Mar 31, 26

0.00%

SeaCrest Wealth Management, LLC

3.94K

Mar 31, 26

-835

0.00%

United Advisor Group, LLC

3.92K

Mar 31, 26

+14

0.00%

Bank of Marin

3.92K

Mar 31, 26

+102

0.00%

MMBG INVESTMENT ADVISORS CO.

3.92K

Mar 31, 26

0.00%

STEPHENS INC /AR/

3.92K

Mar 31, 26

-120

0.00%

NATIONAL BANK OF CANADA /FI/

3.91K

Mar 31, 26

-32

0.00%

McGowan Group Asset Management, Inc.

3.91K

Mar 31, 26

+14

0.00%

Toroso Investments, LLC

3.90K

Mar 31, 26

+3.90K

0.00%

Aprio Wealth Management, LLC

3.88K

Mar 31, 26

-3.93K

0.00%

Peak Retirement Planning, Inc.

3.83K

Mar 31, 26

-6

0.00%

Melone Private Wealth, LLC

3.80K

Mar 31, 26

0.00%

Savvy Advisors, Inc.

3.80K

Mar 31, 26

+236

0.00%

FF Advisors,LLC

3.77K

Mar 31, 26

0.00%

Diversified Enterprises, LLC

3.75K

Mar 31, 26

-61

0.00%

Redwood Financial Network Corp

3.73K

Mar 31, 26

+96

0.00%

StoneX Group Inc.

3.72K

Mar 31, 26

-1.82K

0.00%

LRI Investments, LLC

3.70K

Mar 31, 26

0.00%

Colonial Trust Co / SC

3.69K

Mar 31, 26

0.00%

PGIM Custom Harvest LLC

3.68K

Mar 31, 26

0.00%

Intrua Financial, LLC

3.68K

Mar 31, 26

+101

0.00%

Lauterbach Financial Advisors, LLC

3.68K

Mar 31, 26

-16

0.00%

Wealth Alliance

3.66K

Mar 31, 26

-160

0.00%

Asset Dedication, LLC

3.58K

Mar 31, 26

+552

0.00%

Front Row Advisors LLC

3.56K

Mar 31, 26

0.00%

COZAD ASSET MANAGEMENT INC

3.56K

Mar 31, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

3.52K

Mar 31, 26

0.00%

Compass Ion Advisors, LLC

3.51K

Mar 31, 26

+553

0.00%

SHEETS SMITH WEALTH MANAGEMENT

3.49K

Mar 31, 26

0.00%

Investor's Fiduciary Advisor Network, LLC

3.49K

Mar 31, 26

-7

0.00%

Alliance Wealth Advisors, LLC

3.47K

Mar 31, 26

0.00%

American Trust

3.44K

Mar 31, 26

-725

0.00%

SCOTIA CAPITAL INC.

3.43K

Mar 31, 26

0.00%

McAdam, LLC

3.42K

Mar 31, 26

-22

0.00%

Sovran Advisors, LLC

3.41K

Mar 31, 26

+561

0.00%

Christensen, King & Associates Investment Services, Inc.

3.38K

Mar 31, 26

-206

0.00%

USA Financial Portformulas Corp

3.37K

Mar 31, 26

-2.30K

0.00%

Carnegie Capital Asset Management, LLC

3.37K

Mar 31, 26

0.00%

Delap Wealth Advisory, LLC

3.32K

Mar 31, 26

0.00%

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

3.31K

Mar 31, 26

0.00%

Fiduciary Alliance LLC

3.28K

Mar 31, 26

+3.28K

0.00%

SFG Wealth Management, LLC.

3.27K

Mar 31, 26

-874

0.00%

SILVER OAK SECURITIES, INCORPORATED

3.24K

Mar 31, 26

+266

0.00%

Garrett Wealth Advisory Group, LLC

3.23K

Mar 31, 26

0.00%

Heritage Wealth Management, Inc./Texas

3.21K

Mar 31, 26

0.00%

Koshinski Asset Management, Inc.

3.21K

Mar 31, 26

0.00%

Valued Wealth Advisors LLC

3.21K

Mar 31, 26

-5

0.00%

Greenspring Advisors, LLC

3.17K

Mar 31, 26

0.00%

Hilltop Holdings Inc.

3.17K

Mar 31, 26

+351

0.00%

NAPLES GLOBAL ADVISORS, LLC

3.15K

Mar 31, 26

-25

0.00%

RIDGECREST WEALTH PARTNERS, LLC

3.15K

Mar 31, 26

0.00%

WEDBUSH SECURITIES INC

3.13K

Mar 31, 26

0.00%

Neuberger Berman Group LLC

3.12K

Mar 31, 26

0.00%

NFP Retirement, Inc.

3.11K

Mar 31, 26

0.00%

CX Institutional

3.10K

Mar 31, 26

-152

0.00%

Pinnacle Wealth Planning Services, Inc.

3.09K

Mar 31, 26

0.00%

Clifford Group, LLC

3.08K

Mar 31, 26

-97

0.00%

SC&H Financial Advisors, Inc.

3.08K

Mar 31, 26

-15

0.00%

Summit Investment Advisory Services, LLC

3.07K

Mar 31, 26

+10

0.00%

Founders Financial Alliance, LLC

3.06K

Mar 31, 26

+2.95K

0.00%

WEALTHSPAN PARTNERS, LLC

3.06K

Mar 31, 26

-302

0.00%

First National Bank of Hutchinson

3.03K

Mar 31, 26

-656

0.00%

LongView Wealth Management

3.00K

Mar 31, 26

0.00%

TOWER BRIDGE ADVISORS

3.00K

Mar 31, 26

+3.00K

0.00%

CreativeOne Wealth, LLC

2.96K

Mar 31, 26

+652

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

2.91K

Mar 31, 26

0.00%

Atala Financial Inc

2.89K

Mar 31, 26

0.00%

Vanguard Personalized Indexing Management, LLC

2.89K

Mar 31, 26

-1.39K

0.00%

Cassaday & Co Wealth Management LLC

2.85K

Mar 31, 26

+2.85K

0.00%

ASSETMARK, INC

2.84K

Mar 31, 26

-189

0.00%

SAGESPRING WEALTH PARTNERS, LLC

2.84K

Mar 31, 26

-295

0.00%

Heritage Family Offices, LLP

2.83K

Mar 31, 26

0.00%

KWB Wealth

2.82K

Mar 31, 26

0.00%

ELEVATUS WELATH MANAGEMENT

2.81K

Mar 31, 26

-24

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

2.80K

Mar 31, 26

0.00%

Bank OZK

2.79K

Mar 31, 26

-264

0.00%

Roxbury Financial LLC

2.78K

Mar 31, 26

-28

0.00%

Weaver Consulting Group

2.72K

Mar 31, 26

0.00%

DAYMARK WEALTH PARTNERS, LLC

2.70K

Mar 31, 26

-24

0.00%

Wealthcare Advisory Partners LLC

2.68K

Mar 31, 26

0.00%

HEADINVEST, LLC

2.67K

Mar 31, 26

0.00%

Greenhouse Wealth Management, LLC

2.66K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

2.63K

Mar 31, 26

-1.63K

0.00%

Octavia Wealth Advisors, LLC

2.63K

Mar 31, 26

0.00%

PINNACLE ASSOCIATES LTD

2.62K

Mar 31, 26

-45

0.00%

Mason Investment Advisory Services, Inc.

2.62K

Mar 31, 26

0.00%

Helen Stephens Group, LLC

2.61K

Mar 31, 26

0.00%

Klingman & Associates, LLC

2.61K

Mar 31, 26

0.00%

Oak Asset Management, LLC

2.60K

Mar 31, 26

+75

0.00%

Trilogy Capital Inc.

2.59K

Mar 31, 26

+337

0.00%

Apella Capital, LLC

2.59K

Mar 31, 26

+2.59K

0.00%

HBK Sorce Advisory LLC

2.54K

Mar 31, 26

+2.54K

0.00%

Hubbell Strickland Wealth Management, LLC

2.52K

Mar 31, 26

+10

0.00%

Francis Financial, Inc.

2.52K

Mar 31, 26

0.00%

SUMMIT WEALTH GROUP LLC / CO

2.49K

Mar 31, 26

0.00%

North Star Investment Management Corp.

2.49K

Mar 31, 26

0.00%

Fingerlakes Wealth Management, Inc.

2.49K

Mar 31, 26

+10

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

2.46K

Mar 31, 26

+124

0.00%

Apollon Wealth Management, LLC

2.44K

Mar 31, 26

+362

0.00%

FIRST TRUST ADVISORS LP

2.42K

Mar 31, 26

+159

0.00%

Hopwood Financial Services, Inc.

2.41K

Mar 31, 26

0.00%

TCG Advisory Services, LLC

2.38K

Mar 31, 26

+2.38K

0.00%

Manhattan West Asset Management, LLC

2.38K

Mar 31, 26

0.00%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

2.35K

Mar 31, 26

0.00%

Legacy Financial Group LLC

2.32K

Mar 31, 26

-389

0.00%

Operose Advisors LLC

2.32K

Mar 31, 26

0.00%

Falcon Wealth Planning

2.31K

Mar 31, 26

0.00%

Prasad Wealth Partners, LLC

2.30K

Mar 31, 26

-149

0.00%

Traynor Capital Management, Inc.

2.30K

Mar 31, 26

+2.30K

0.00%

Continuum Advisory, LLC

2.30K

Mar 31, 26

0.00%

Invst, LLC

2.29K

Mar 31, 26

+2.29K

0.00%

Tidemark, LLC

2.29K

Mar 31, 26

+2.29K

0.00%

Pallas Capital Advisors LLC

2.27K

Mar 31, 26

0.00%

Accel Wealth Management

2.25K

Mar 31, 26

0.00%

Key FInancial Inc

2.24K

Mar 31, 26

0.00%

Plum Street Advisors, LLC

2.24K

Mar 31, 26

-12

0.00%

Signature Resources Capital Management, LLC

2.24K

Mar 31, 26

+29

0.00%

Ullmann Wealth Partners Group, LLC

2.23K

Mar 31, 26

+11

0.00%

INSIGNEO ADVISORY SERVICES, LLC

2.23K

Mar 31, 26

0.00%

Visionary Wealth Advisors

2.22K

Mar 31, 26

0.00%

TUDOR INVESTMENT CORP ET AL

2.22K

Mar 31, 26

-58.26K

0.00%

IFP Advisors, Inc

2.21K

Mar 31, 26

-1.71K

0.00%

Summit Trail Advisors, LLC

2.21K

Mar 31, 26

-716

0.00%

New England Private Wealth Advisors LLC

2.19K

Mar 31, 26

0.00%

Larson Financial Group LLC

2.19K

Mar 31, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

2.15K

Mar 31, 26

+2.15K

0.00%

Capital Analysts, LLC

2.15K

Mar 31, 26

-176

0.00%

DAVENPORT & Co LLC

2.14K

Mar 31, 26

-88

0.00%

Watchman Group, Inc.

2.14K

Mar 31, 26

0.00%

Pinnacle Family Advisors, LLC

2.12K

Mar 31, 26

-60

0.00%

NorthRock Partners, LLC

2.11K

Mar 31, 26

+102

0.00%

Gibson Capital, LLC

2.11K

Mar 31, 26

0.00%

TOTAL INVESTMENT MANAGEMENT INC

2.10K

Mar 31, 26

0.00%

Fiduciary Group LLC

2.10K

Mar 31, 26

0.00%

Empower Advisory Group, LLC

2.03K

Mar 31, 26

-245

0.00%

Values Added Financial LLC

2.03K

Mar 31, 26

0.00%

FIRETHORN WEALTH PARTNERS, LLC

2.02K

Mar 31, 26

0.00%

B.O.S.S. Retirement Advisors, LLC

2.02K

Mar 31, 26

+2.02K

0.00%

Proficio Capital Partners LLC

2.02K

Mar 31, 26

0.00%

Calamos Wealth Management LLC

2.01K

Mar 31, 26

0.00%

Calamos Advisors LLC

2.01K

Mar 31, 26

+2.01K

0.00%

MCF Advisors LLC

2.01K

Mar 31, 26

0.00%

SIMON QUICK ADVISORS, LLC

2.00K

Mar 31, 26

0.00%

Discipline Wealth Solutions, LLC

2.00K

Mar 31, 26

0.00%

Marble Harbor Investment Counsel, LLC

2.00K

Mar 31, 26

0.00%

Scarborough Advisors, LLC

2.00K

Mar 31, 26

+2.00K

0.00%

Collaborative Wealth Managment Inc.

1.99K

Mar 31, 26

-176

0.00%

Riverstone Advisors, LLC

1.99K

Mar 31, 26

+1.99K

0.00%

Keystone Financial Group

1.98K

Mar 31, 26

+1.98K

0.00%

ELEMENT POINTE ADVISORS, LLC

1.98K

Mar 31, 26

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

1.98K

Mar 31, 26

0.00%

Kovack Advisors, Inc.

1.96K

Mar 31, 26

-102

0.00%

Foguth Wealth Management, LLC.

1.96K

Mar 31, 26

+1.96K

0.00%

Chicago Partners Investment Group LLC

1.90K

Mar 31, 26

+1.90K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.86K

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

1.81K

Mar 31, 26

-342

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

1.81K

Mar 31, 26

+1.46K

0.00%

Qube Research & Technologies Ltd

1.81K

Mar 31, 26

-4.15K

0.00%

Financial Perspectives, Inc

1.77K

Mar 31, 26

0.00%

FIRST FINANCIAL CORP /IN/

1.76K

Mar 31, 26

0.00%

WealthShield Partners, LLC

1.76K

Mar 31, 26

0.00%

Keystone Financial Group, Inc.

1.75K

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

1.74K

Mar 31, 26

-109

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

1.71K

Mar 31, 26

0.00%

CURIO WEALTH, LLC

1.67K

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.67K

Mar 31, 26

+501

0.00%

Aptus Capital Advisors, LLC

1.52K

Mar 31, 26

-96

0.00%

Hoese & Co LLP

1.50K

Mar 31, 26

0.00%

Clearstead Advisors, LLC

1.49K

Mar 31, 26

0.00%

Archer Investment Corp

1.46K

Mar 31, 26

+1.34K

0.00%

Avion Wealth

1.44K

Mar 31, 26

0.00%

CoreCap Advisors, LLC

1.38K

Mar 31, 26

-156

0.00%

CBIZ Investment Advisory Services, LLC

1.33K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.33K

Mar 31, 26

+1.33K

0.00%

TD Capital Management LLC

1.32K

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

1.29K

Mar 31, 26

0.00%

Glass Jacobson Investment Advisors llc

1.24K

Mar 31, 26

+293

0.00%

Bank Julius Baer & Co. Ltd, Zurich

1.23K

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.17K

Mar 31, 26

-986

0.00%

IMG Wealth Management, Inc.

1.14K

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

1.12K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

1.08K

Mar 31, 26

0.00%

Park Place Capital Corp

968

Mar 31, 26

0.00%

Anchor Investment Management, LLC

938

Mar 31, 26

-209

0.00%

Smartleaf Asset Management LLC

935

Mar 31, 26

-668

0.00%

AlphaCore Capital LLC

900

Mar 31, 26

-155

0.00%

Quantbot Technologies LP

897

Mar 31, 26

+897

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

896

Mar 31, 26

+896

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

887

Mar 31, 26

0.00%

Rossmore Private Capital

880

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

818

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

773

Mar 31, 26

0.00%

FIRST HORIZON CORP

754

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

724

Mar 31, 26

0.00%

Pacific Center for Financial Services

709

Mar 31, 26

0.00%

Ancora Advisors, LLC

689

Mar 31, 26

0.00%

Abound Wealth Management

657

Mar 31, 26

0.00%

ABOUND FINANCIAL, LLC

650

Mar 31, 26

-156

0.00%

Truvestments Capital LLC

650

Mar 31, 26

0.00%

Finley Financial, LLC

640

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

611

Mar 31, 26

0.00%

Morton Brown Family Wealth, LLC

578

Mar 31, 26

0.00%

Sage Mountain Advisors LLC

560

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

523

Mar 31, 26

0.00%

Bogart Wealth, LLC

519

Mar 31, 26

0.00%

Perkins Coie Trust Co

512

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

505

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

501

Mar 31, 26

+501

0.00%

Arlington Trust Co LLC

500

Mar 31, 26

0.00%

GAMMA Investing LLC

495

Mar 31, 26

+283

0.00%

Winthrop Capital Management, LLC

488

Mar 31, 26

0.00%

TSFG, LLC

487

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

476

Mar 31, 26

+476

0.00%

Darwin Wealth Management, LLC

470

Mar 31, 26

+470

0.00%

1 NORTH WEALTH SERVICES LLC

450

Mar 31, 26

-450

0.00%

Smallwood Wealth Investment Management, LLC

444

Mar 31, 26

0.00%

MATHER GROUP, LLC.

444

Mar 31, 26

+444

0.00%

True Link Financial Advisors, LLC

407

Mar 31, 26

+407

0.00%

Hickory Point Bank & Trust

400

Mar 31, 26

+400

0.00%

NBC SECURITIES, INC.

400

Mar 31, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

384

Mar 31, 26

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

375

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

356

Mar 31, 26

+356

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

322

Mar 31, 26

0.00%

Mechanics Financial Corp

317

Mar 31, 26

0.00%

NCP Inc.

290

Mar 31, 26

0.00%

DT Investment Partners, LLC

283

Mar 31, 26

0.00%

Smithfield Trust Co

282

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

281

Mar 31, 26

+281

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

281

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

259

Mar 31, 26

-21

0.00%

Bell Investment Advisors, Inc

258

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

250

Mar 31, 26

0.00%

CNB Bank

250

Mar 31, 26

0.00%

Sherman Asset Management, Inc.

240

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

236

Mar 31, 26

-937

0.00%

Dougherty Wealth Advisers LLC

230

Mar 31, 26

-108

0.00%

PITTENGER & ANDERSON INC

216

Mar 31, 26

+216

0.00%

CALDWELL SUTTER CAPITAL, INC.

214

Mar 31, 26

0.00%

Nemes Rush Group LLC

195

Mar 31, 26

+125

0.00%

BROWN, LISLE/CUMMINGS, INC.

185

Mar 31, 26

+35

0.00%

Viewpoint Capital Management LLC

180

Mar 31, 26

0.00%

Crews Bank & Trust

180

Mar 31, 26

0.00%

VSM Wealth Advisory, LLC

174

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

164

Mar 31, 26

0.00%

MOTCO

159

Mar 31, 26

-126

0.00%

SITTNER & NELSON, LLC

158

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

153

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

150

Mar 31, 26

0.00%

JPL Wealth Management, LLC

148

Mar 31, 26

+148

0.00%

Root Financial Partners, LLC

148

Mar 31, 26

-62

0.00%

Topsail Wealth Management, LLC

134

Mar 31, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

132

Mar 31, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

130

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

123

Mar 31, 26

0.00%

CITY HOLDING CO

118

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

117

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

108

Mar 31, 26

0.00%

CENTRAL TRUST Co

102

Mar 31, 26

+91

0.00%

Independence Bank of Kentucky

100

Mar 31, 26

0.00%

Missouri Trust & Investment Co

100

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

100

Mar 31, 26

+100

0.00%

Salomon & Ludwin, LLC

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

Mar 31, 26

0.00%

SouthState Corp

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

Mar 31, 26

0.00%

Olistico Wealth, LLC

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

+64

0.00%

OXFORD FINANCIAL GROUP LTD

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

Mar 31, 26

0.00%

ATWOOD & PALMER INC

Mar 31, 26

0.00%

City State Bank

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Mar 31, 26

-14

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

+45

0.00%

Financial Life Planners

Mar 31, 26

+45

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

MTM Investment Management, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

+26

0.00%

Coastal Investment Advisors, Inc.

Mar 31, 26

-179

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

0.00%

Prudent Man Investment Management, Inc.

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

Mar 31, 26

+29

0.00%

HM PAYSON & CO

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

0.00%

Fairscale Capital, LLC

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

Mar 31, 26

0.00%

Copia Wealth Management

Mar 31, 26

-1

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

Mar 31, 26

0.00%

Mar 31, 26

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Mar 31, 26

0.00%

Kilter Group LLC

Mar 31, 26

0.00%

Verum Partners LLC

Mar 31, 26

-2.10K

JOHNSON INVESTMENT COUNSEL INC

Mar 31, 26

-2.20K

eCIO, Inc.

Mar 31, 26

-3.66K

Krilogy Financial LLC

Mar 31, 26

-1.93K

Wilkinson Global Asset Management LLC

Mar 31, 26

-2.19K

IFG Advisory, LLC

Mar 31, 26

-89.53K

Castellan Group

Mar 31, 26

-29.74K

SOL Capital Management CO

Mar 31, 26

-36.90K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-2.16K

WEST PACES ADVISORS INC.

Mar 31, 26

-70

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-19.09K

Headland Capital, LLC

Mar 31, 26

-1.97K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-6.71K

Fortis Advisors, LLC

Mar 31, 26

-5.05K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-12

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-6.85K

B. Riley Wealth Advisors, Inc.

Mar 31, 26

-3.58K

Clark Asset Management, LLC

Mar 31, 26

-4.56K

Boreal Capital Management LLC

Mar 31, 26

-5.14K

Pacifica Partners Inc.

Mar 31, 26

-340

Americana Partners, LLC

Mar 31, 26

-4.38K

Wealth Watch Advisors, INC

Mar 31, 26

-22

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-2.83K

Bank of New Hampshire

Mar 31, 26

-423

HHM Wealth Advisors, LLC

Mar 31, 26

-488

TABR Capital Management, LLC

Mar 31, 26

-23.95K

TOMPKINS FINANCIAL CORP

Mar 31, 26

-4.88K

COUNTRY TRUST BANK

Mar 31, 26

-190

Comprehensive Financial Planning, Inc./PA

Mar 31, 26

-108

Cornerstone Planning Group LLC

Mar 31, 26

-144

Fielder Capital Group LLC

Mar 31, 26

-2.92K

EASTERLY INVESTMENT PARTNERS LLC

Mar 31, 26

-22.25K

Private Wealth Asset Management, LLC

Mar 31, 26

-2

Premier Financial Group

Mar 31, 26

-282

Disciplina Capital Management LLC

Mar 31, 26

-2

Y-Intercept (Hong Kong) Ltd

Mar 31, 26

-5.93K

Brookstone Capital Management

Mar 31, 26

-3.08K

OPTIMA CAPITAL LLC

Mar 31, 26

-193

Legacy Advisors, LLC

Mar 31, 26

-2.31K

Blue Rock Wealth Management LLC

Mar 31, 26

-1.96K

FLOW TRADERS U.S. LLC

Mar 31, 26

-33.08K

CPA Asset Management LLC

Mar 31, 26

-3.18K

CRAMER ROSENTHAL MCGLYNN LLC

Mar 31, 26

-33.28K

Diversify Advisory Services, LLC

Mar 31, 26

-12.41K

Lloyd Advisory Services, LLC.

Mar 31, 26

-216

Concord Wealth Partners

Mar 31, 26

-504

Laurel Wealth Advisors LLC

Mar 31, 26

-28

AUGUSTINE ASSET MANAGEMENT INC

Mar 31, 26

-4.30K

Oxbow Advisors, LLC

Mar 31, 26

-2.06K

CANANDAIGUA NATIONAL BANK & TRUST CO

863.84K

Dec 31, 25

+26.61K

0.36%

Main Street Financial Solutions, LLC

117.67K

Dec 31, 25

-633

0.05%

Quent Long Short Global Small Cap Fund, LP

98.66K

Dec 31, 25

+98.66K

0.04%

Global Retirement Partners, LLC

54.46K

Dec 31, 25

-8.21K

0.02%

COMERICA BANK

51.80K

Dec 31, 25

+3.22K

0.02%

ROVIN CAPITAL /UT/ /ADV

44.34K

Dec 31, 25

+14.77K

0.02%

CIBC Private Wealth Group, LLC

36.74K

Dec 31, 25

+32.52K

0.02%

Vantage Financial Partners, LLC

23.59K

Dec 31, 25

-67

0.01%

Litman Gregory Wealth Management LLC

13.25K

Dec 31, 25

+100

0.01%

MARYLAND CAPITAL ADVISORS INC.

13.06K

Dec 31, 25

0.01%

Dentgroup LLC

9.35K

Dec 31, 25

+615

0.00%

VANGUARD GROUP INC

4.45K

Dec 31, 25

+971

0.00%

TRUST CO OF VERMONT

3.57K

Dec 31, 25

+2.04K

0.00%

Long Run Wealth Advisors, LLC

2.08K

Dec 31, 25

+11

0.00%

Stephens Consulting, LLC

1.08K

Dec 31, 25

0.00%

Motiv8 Investments LLC

342

Dec 31, 25

+342

0.00%

Ransom Advisory, Ltd

300

Dec 31, 25

+300

0.00%

SageView Advisory Group, LLC

224

Dec 31, 25

+224

0.00%

TUCKER ASSET MANAGEMENT LLC

172

Dec 31, 25

0.00%

Northwest Capital Management Inc

Dec 31, 25

-136

GPS Wealth Strategies Group, LLC

Dec 31, 25

-392

Glenmede Investment Management, LP

24.98K

Sep 30, 25

+4.06K

0.01%

Moloney Securities Asset Management, LLC

23.63K

Sep 30, 25

-540

0.01%

Cubist Systematic Strategies, LLC

13.03K

Sep 30, 25

-10.72K

0.01%

Watts Gwilliam & Co., LLC

4.02K

Sep 30, 25

0.00%

New Century Financial Group, LLC

3.36K

Sep 30, 25

+323

0.00%

Wealthstream Advisors, Inc.

3.17K

Sep 30, 25

-765

0.00%

OPTIMUM INVESTMENT ADVISORS

2.60K

Sep 30, 25

0.00%

Pineridge Advisors LLC

803

Sep 30, 25

0.00%

Promus Capital, LLC

177

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

Sep 30, 25

0.00%

WFA Asset Management Corp

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-148.06K

AVANTAX ADVISORY SERVICES, INC.

317.18K

Jun 30, 25

+5.98K

0.13%

Atria Wealth Solutions, Inc.

185.59K

Jun 30, 25

+65.56K

0.08%

PrairieView Partners, LLC

68.99K

Jun 30, 25

+5.70K

0.03%

Centricity Wealth Management, LLC

25.89K

Jun 30, 25

+494

0.01%

Congress Wealth Management LLC / DE /

8.53K

Jun 30, 25

+4.18K

0.00%

Graypoint LLC

5.51K

Jun 30, 25

0.00%

KRAFT ASSET MANAGEMENT, LLC

3.64K

Jun 30, 25

0.00%

First Horizon Advisors, Inc.

754

Jun 30, 25

0.00%

Kings Path Partners LLC

675

Jun 30, 25

0.00%

Christopher J. Hasenberg, Inc

179

Jun 30, 25

+123

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+83

0.00%

CHURCHILL MANAGEMENT Corp

Jun 30, 25

-1.88M

Capital A Wealth Management, LLC

Jun 30, 25

-403

Sandy Spring Bank

362.04K

Mar 31, 25

-1.68K

0.15%

Spectrum Wealth Counsel, LLC

33.49K

Mar 31, 25

+13.03K

0.01%

Coordinated Financial Services, Inc./CO

7.36K

Mar 31, 25

+7.36K

0.00%

Orion Portfolio Solutions, LLC

6.33K

Mar 31, 25

-3.05K

0.00%

Safeguard Financial, LLC

4.60K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

2.31K

Mar 31, 25

-605

0.00%

Lindbrook Capital, LLC

236

Mar 31, 25

0.00%

Edge Capital Group, LLC

71.95K

Dec 31, 24

-1.36K

0.03%

Peninsula Wealth, LLC

12.48K

Dec 31, 24

+2.03K

0.01%

Riggs Capital Management LLC

7.70K

Dec 31, 24

+7.70K

0.00%

Zions Bancorporation, N.A.

3.73K

Dec 31, 24

0.00%

TAP Consulting, LLC

2.92K

Dec 31, 24

+44

0.00%

Merriman Wealth Management, LLC

2.18K

Dec 31, 24

-1.52K

0.00%

Sanctuary Wealth Management, L.L.C.

942

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

888

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

-65

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1.38K

Raymond James Financial Services Advisors, Inc.

801.92K

Sep 30, 24

+19.31K

0.33%

RAYMOND JAMES & ASSOCIATES

562.55K

Sep 30, 24

+65.26K

0.23%

Financial Planning & Information Services, Inc.

44.24K

Sep 30, 24

+127

0.02%

LWMG, LLC

5.15K

Sep 30, 24

0.00%

CEDRUS LLC

4.77K

Sep 30, 24

+4.77K

0.00%

FORT PITT CAPITAL GROUP, LLC

4.18K

Sep 30, 24

+4.18K

0.00%

Peterson Financial Group, Inc.

3.69K

Sep 30, 24

+11

0.00%

Diversified, LLC

3.41K

Sep 30, 24

+798

0.00%

RAYMOND JAMES TRUST N.A.

3.28K

Sep 30, 24

-344

0.00%

First Trust Direct Indexing L.P.

3.08K

Sep 30, 24

+71

0.00%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

2.90K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

399

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

220

Sep 30, 24

+220

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

Family Asset Management, LLC

Sep 30, 24

0.00%

BlackRock Inc.

1.36M

Jun 30, 24

+113.53K

0.57%

BENJAMIN F. EDWARDS & COMPANY, INC.

773.48K

Jun 30, 24

+3.62K

0.32%

BUCKINGHAM STRATEGIC WEALTH, LLC

38.53K

Jun 30, 24

-2.13K

0.02%

Unique Wealth Strategies, LLC

7.39K

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

6.41K

Jun 30, 24

+6.41K

0.00%

Private Ocean, LLC

6.15K

Jun 30, 24

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

2.83K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

2.60K

Jun 30, 24

-54.88K

0.00%

Cetera Advisor Networks LLC

242.17K

Mar 31, 24

+3.42K

0.10%

Cetera Advisors LLC

105.20K

Mar 31, 24

+61.76K

0.04%

Atlas Private Wealth Management

23.73K

Mar 31, 24

-2.09K

0.01%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

18.07K

Mar 31, 24

+3.85K

0.01%

Retirement Group, LLC

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

12.79K

Dec 31, 23

+12.79K

0.01%

DFPG INVESTMENTS, LLC

10.02K

Dec 31, 23

+10.02K

0.00%

WEALTHSOURCE PARTNERS, LLC

8.15K

Dec 31, 23

0.00%

TELEMUS CAPITAL, LLC

8.04K

Dec 31, 23

-995

0.00%

Baystate Wealth Management LLC

1.53K

Dec 31, 23

+12

0.00%

Bartlett & Co. LLC

365

Dec 31, 23

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

165

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

1.21M

Sep 30, 23

-4.00K

0.51%

Windsor Group LTD

603.24K

Sep 30, 23

-5.76K

0.25%

COLONY GROUP LLC

393.15K

Sep 30, 23

+17.45K

0.16%

Virginia National Bank

20.38K

Sep 30, 23

-179

0.01%

PATHSTONE FAMILY OFFICE, LLC

9.42K

Sep 30, 23

+4.43K

0.00%

BEDEL FINANCIAL CONSULTING INC

4.00K

Sep 30, 23

+4.00K

0.00%

COMERICA SECURITIES,INC.

3.05K

Sep 30, 23

+368

0.00%

Steward Financial Group LLC

Sep 30, 23

+28

0.00%

Vident Investment Advisory, LLC

146.05K

Jun 30, 23

+11.65K

0.06%

Endurance Wealth Management, Inc.

23.58K

Jun 30, 23

0.01%

BDO Wealth Advisors, LLC

18.80K

Jun 30, 23

+16.90K

0.01%

Kistler-Tiffany Companies, LLC

10.62K

Jun 30, 23

+10.10K

0.00%

TIAA, FSB

5.11K

Jun 30, 23

0.00%

Financial Architects, Inc

4.99K

Jun 30, 23

-124

0.00%

Veritable, L.P.

4.48K

Jun 30, 23

-96

0.00%

TimeScale Financial, Inc.

858

Jun 30, 23

0.00%

Kalos Management, Inc.

279

Jun 30, 23

-6

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-162

Baldrige Asset Management LLC

11.03K

Mar 31, 23

-176

0.00%

Barber Financial Group, Inc.

7.38K

Mar 31, 23

+2.25K

0.00%

Ford Financial Group, LLC

Mar 31, 23

-6.12K

F3Logic, LLC

421.72K

Dec 31, 22

+70.77K

0.18%

Gallagher Benefit Services, Inc.

421.72K

Dec 31, 22

+421.72K

0.18%

Sanford Advisory Services, LLC

27.77K

Dec 31, 22

-841

0.01%

CFO4Life, L.P.

15.42K

Dec 31, 22

+15.42K

0.01%

GAMBLE JONES INVESTMENT COUNSEL

10.34K

Dec 31, 22

-88

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

300

Dec 31, 22

-40

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-150

BLUESTEIN R H & CO LLC

56.01K

Sep 30, 22

+3.52K

0.02%

55I, LLC

48.38K

Sep 30, 22

+5.03K

0.02%

FURE FINANCIAL CORP

31.72K

Sep 30, 22

+31.72K

0.01%

American Portfolios Advisors

30.79K

Sep 30, 22

+958

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

19.52K

Sep 30, 22

+2.27K

0.01%

CPWM, LLC

15.33K

Sep 30, 22

+15.33K

0.01%

FourThought Financial, LLC

7.44K

Sep 30, 22

+28

0.00%

EATON VANCE MANAGEMENT

6.38K

Sep 30, 22

+25

0.00%

CYPRESS CAPITAL MANAGEMENT LLC

6.04K

Sep 30, 22

0.00%

Beaumont Financial Partners, LLC

5.38K

Sep 30, 22

+5.38K

0.00%

Round Table Services, LLC

4.41K

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

414

Sep 30, 22

+414

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+54

0.00%

KARLINSKI ANDREW C

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-2.50K

HYA Advisors, Inc

77.84K

Jun 30, 22

-1.31K

0.03%

Farmer Steven Patrick

43.37K

Jun 30, 22

+43.37K

0.02%

Emerson Wealth, LLC

3.99K

Jun 30, 22

+3.99K

0.00%

People's United Financial, Inc.

206.86K

Mar 31, 22

-6.96K

0.09%

B, B, H, & B INC.

118.08K

Mar 31, 22

+51.30K

0.05%

KINGS POINT CAPITAL MANAGEMENT

11.52K

Mar 31, 22

0.00%

IndexIQ Advisors LLC

1.47K

Mar 31, 22

-1.82K

0.00%

Lenox Wealth Advisors, LLC

356

Mar 31, 22

0.00%

Freedman Financial Associates, Inc.

Mar 31, 22

0.00%

Carroll Financial Associates, Inc.

13.54K

Dec 31, 21

+1.57K

0.01%

Investors Financial Group, LLC

10.86K

Dec 31, 21

+1.15K

0.00%

NEXT Financial Group, Inc

8.89K

Dec 31, 21

-6.82K

0.00%

Doman Group, LLC

6.45K

Dec 31, 21

+6.45K

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

5.05K

Dec 31, 21

+5.05K

0.00%

REILLY FINANCIAL ADVISORS, LLC

832

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

41.64K

Sep 30, 21

+255

0.02%

DERBY & COMPANY, INC

28.89K

Sep 30, 21

+1.02K

0.01%

Ameritas Investment Company, LLC

5.20K

Sep 30, 21

+3.23K

0.00%

Hoover Financial Advisors, Inc.

912

Jun 30, 21

0.00%

Integer Wealth Advisors Group LLC

10.50K

Mar 31, 21

-968

0.00%

Rikoon Group, LLC

5.71K

Mar 31, 21

+190

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

3.90K

Mar 31, 21

+3.90K

0.00%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

84.29K

Dec 31, 20

+5.61K

0.04%

NewFocus Financial Group, LLC

43.00K

Dec 31, 20

-8.11K

0.02%

Private Wealth Advisors, Inc.

8.30K

Dec 31, 20

+8.30K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

502

Dec 31, 20

0.00%

Winslow, Evans & Crocker, Inc.

Dec 31, 20

+84

0.00%

First Allied Advisory Services, Inc.

50.77K

Sep 30, 20

-3.64K

0.02%

SHINE INVESTMENT ADVISORY SERVICES INC

2.62K

Sep 30, 20

-6.44K

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

0.00%

Watson Rebecca

Sep 30, 20

-90

NORTHSTAR WEALTH PARTNERS LLC

Sep 30, 20

-12.33K

TRUEWEALTH LLC

2.65K

Jun 30, 20

0.00%

Squar Milner Financial Services LLC

6.37K

Mar 31, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

192.58K

Dec 31, 19

-208

0.08%

Advisor Group, Inc.

125.96K

Dec 31, 19

+4.87K

0.05%

Beacon Pointe Wealth Advisors, LLC

Dec 31, 19

-4.50K

Sequoia Wealth Management, LLC

Dec 31, 19

-13.67K

BIEGEL & WALLER LLC

146.47K

Sep 30, 19

+55.38K

0.06%

BB&T SECURITIES, LLC

18.67K

Sep 30, 19

-1.02K

0.01%

SUNTRUST BANKS INC

7.68K

Sep 30, 19

-677

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

6.96K

Sep 30, 19

-1.15K

0.00%

MRA Associates USA LLC

Sep 30, 19

-482

PERSONAL FINANCIAL CONSULTANTS INC /ADV

15.54K

Jun 30, 19

+42

0.01%

Steinberg Global Asset Management

324.74K

Mar 31, 19

+667

0.14%

HL FINANCIAL SERVICES LLC

Mar 31, 19

-4.28K

Summit Equities Inc

29.86K

Sep 30, 18

+177

0.01%

Vestpro Financial Partners, Inc. dba CPF Texas

27.04K

Sep 30, 18

+1.59K

0.01%

Edge Advisors, LLC

173.47K

Jun 30, 18

-168

0.07%

Simply Money Advisors

457.05K

Mar 31, 18

-11.36K

0.19%

Hefty Wealth Partners

37.85K

Mar 31, 18

+544

0.02%

Oak Point Wealth Management

14.16K

Mar 31, 18

+3.67K

0.01%

XML SECURITIES, LLC

3.94K

Mar 31, 18

+3.94K

0.00%

Independence Trust CO

10.39K

Dec 31, 17

0.00%

BB&T INVESTMENT SERVICES, INC.

720

Dec 31, 17

+720

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-21.92K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-21.80K

Barrington Strategic Wealth Management Group LLC

22.75K

Sep 30, 17

+1.53K

0.01%

Commonwealth Equity Services, Inc

175.75K

Jun 30, 17

+19.14K

0.07%

WFG Advisors, LP

812

Jun 30, 17

0.00%

TIAA CREF TRUST CO FSB/MO

26.94K

Mar 31, 17

+26.94K

0.01%

CT Financial Advisors LLC

420

Mar 31, 17

0.00%

MSI Financial Services Inc

43.68K

Dec 31, 16

+5.88K

0.02%

JFB Holdings Corp

62.17K

Sep 30, 16

+51.26K

0.03%

SOCIETE GENERALE

1.56K

Jun 30, 16

+1.56K

0.00%

MANAGED ACCOUNT ADVISORS LLC

23.70K

Jun 30, 15

+13.38K

0.01%

STANCORP INVESTMENT ADVISERS INC

689

Mar 31, 15

0.00%

HABERER REGISTERED INVESTMENT ADVISOR INC

Mar 31, 15

0.00%

Placemark Investments, Inc.

3.25K

Dec 31, 14

-2.25K

0.00%

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

0.00%

UBS AG

18.91K

Sep 30, 14

+1.02K

0.01%

Signator Financial Services, Inc.

200

Sep 30, 13

0.00%

First Allied Securities, Inc.

450

Jun 30, 12

-15

0.00%

RBC Dominion Securities Inc.

183

Dec 31, 08

0.00%

Meehan Mutual Funds, Inc.

600

Mar 31, 06

+600

0.00%