JPMorgan Municipal ETF(JMUB)

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JPMorgan Municipal ETF(JMUB)

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$50.21—

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JMUB(JMUB)

JMUB

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Institutional Ownership

Top 562 Institutional Holders

Holder	Shares	Date	Change	% Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.63M	Jun 30, 26	+361.37K	3.43%
Asio Capital, LLC	965.27K	Jun 30, 26	+47.13K	1.26%
COLLECTIVE FAMILY OFFICE LLC	728.06K	Jun 30, 26	+5.63K	0.95%
Syntegra Private Wealth Group, LLC	484.96K	Jun 30, 26	+267.41K	0.63%
Amplius Wealth Advisors, LLC	470.57K	Jun 30, 26	+85.96K	0.61%
CGN Advisors LLC	345.17K	Jun 30, 26	-6.31K	0.45%
Chesley Taft & Associates LLC	312.20K	Jun 30, 26	+31.50K	0.41%
Magnus Financial Group LLC	289.68K	Jun 30, 26	+12.67K	0.38%
Leverty Financial Group, LLC	224.29K	Jun 30, 26	-19.82K	0.29%
Rosenberg Matthew Hamilton	210.88K	Jun 30, 26	+25.31K	0.28%
Keudell/Morrison Wealth Management	204.59K	Jun 30, 26	+5.67K	0.27%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	203.95K	Jun 30, 26	+15.84K	0.27%
21 West Wealth Management LLC	159.63K	Jun 30, 26	+6.25K	0.21%
BAKER TILLY WEALTH MANAGEMENT, LLC	149.60K	Jun 30, 26	+18.70K	0.20%
Sequoia Financial Advisors, LLC	144.04K	Jun 30, 26	-64.66K	0.19%
Newman Dignan & Sheerar, Inc.	137.00K	Jun 30, 26	+6.17K	0.18%
Merit Financial Group, LLC	135.79K	Jun 30, 26	+542	0.18%
JFS WEALTH ADVISORS, LLC	132.24K	Jun 30, 26	+6.65K	0.17%
Boston Standard Wealth Management, LLC	109.87K	Jun 30, 26	+4.18K	0.14%
Crumly & Associates Inc.	105.54K	Jun 30, 26	+42.22K	0.14%
Unique Wealth Strategies, LLC	73.93K	Jun 30, 26	+1.03K	0.10%
FMA Wealth Management, LLC	67.92K	Jun 30, 26	-3.83K	0.09%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	66.59K	Jun 30, 26	-217	0.09%
Presidio Capital Management, LLC	60.25K	Jun 30, 26	+12.13K	0.08%
First Financial Bank - Trust Division	57.67K	Jun 30, 26	+9.03K	0.08%
Hennion & Walsh Asset Management, Inc.	55.59K	Jun 30, 26	+4.93K	0.07%
Breakwater Capital Group	47.87K	Jun 30, 26	-11.11K	0.06%
Higgins & Schmidt Wealth Strategies LLC	46.94K	Jun 30, 26	+422	0.06%
Lineweaver Wealth Advisors, LLC	46.06K	Jun 30, 26	-8.58K	0.06%
Prentice Wealth Management LLC	43.60K	Jun 30, 26	-8.17K	0.06%
Apella Capital, LLC	42.71K	Jun 30, 26	-2.58K	0.06%
Steel Peak Wealth Management LLC	34.26K	Jun 30, 26	-5.12K	0.04%
Spire Wealth Management	34.23K	Jun 30, 26	+927	0.04%
Farther Finance Advisors, LLC	31.38K	Jun 30, 26	-94.56K	0.04%
Marion Wealth Management	30.52K	Jun 30, 26	--	0.04%
Friday Financial	30.25K	Jun 30, 26	+10.81K	0.04%
Wealthcare Advisory Partners LLC	24.07K	Jun 30, 26	+752	0.03%
Conrad Siegel Investment Advisors, Inc.	21.86K	Jun 30, 26	+11.99K	0.03%
Boyd Wealth Management, LLC	21.52K	Jun 30, 26	+12.26K	0.03%
Centerline Wealth Advisors, LLC	20.66K	Jun 30, 26	+8.13K	0.03%
LOCKERMAN FINANCIAL GROUP, INC.	20.24K	Jun 30, 26	-211	0.03%
Perennial Advisors, LLC	19.68K	Jun 30, 26	+825	0.03%
Lakeridge Wealth Management LLC	14.57K	Jun 30, 26	+760	0.02%
Crews Bank & Trust	12.95K	Jun 30, 26	+187	0.02%
Aurdan Capital Management, LLC	11.11K	Jun 30, 26	+11.11K	0.01%
SWMG, LLC	10.65K	Jun 30, 26	+144	0.01%
Mallini Complete Financial Planning LLC	10.60K	Jun 30, 26	--	0.01%
ACIMA PRIVATE WEALTH, LLC	10.29K	Jun 30, 26	+1.69K	0.01%
Commonwealth Financial Services, LLC	9.58K	Jun 30, 26	-4.89K	0.01%
FIFTH THIRD SECURITIES, INC.	9.54K	Jun 30, 26	+682	0.01%
Choice Wealth Advisors, LLC	9.13K	Jun 30, 26	--	0.01%
Johnson Bixby & Associates, LLC	7.91K	Jun 30, 26	--	0.01%
XY Planning Network, Inc.	7.72K	Jun 30, 26	+7.72K	0.01%
GENESIS PRIVATE WEALTH, LLC	6.99K	Jun 30, 26	+227	0.01%
Bond & Devick Financial Network, Inc.	6.85K	Jun 30, 26	+6	0.01%
DAVENPORT & Co LLC	6.82K	Jun 30, 26	-1.49K	0.01%
Embree Financial Group	6.46K	Jun 30, 26	+6.46K	0.01%
Teamwork Financial Advisors, LLC	6.29K	Jun 30, 26	+20	0.01%
Dynamic Advisor Solutions LLC	6.22K	Jun 30, 26	-3.41K	0.01%
B. Riley Wealth Advisors, Inc.	5.87K	Jun 30, 26	+5.87K	0.01%
VisionPoint Advisory Group, LLC	5.87K	Jun 30, 26	+242	0.01%
Sincerus Advisory, LLC	5.60K	Jun 30, 26	+1.02K	0.01%
Cadent Capital Advisors, LLC	5.32K	Jun 30, 26	+5.32K	0.01%
Certified Advisory Corp	5.31K	Jun 30, 26	--	0.01%
Saxony Capital Management, LLC	5.27K	Jun 30, 26	--	0.01%
Centurion Wealth Management LLC	5.05K	Jun 30, 26	--	0.01%
Independence Asset Advisors, LLC	4.65K	Jun 30, 26	+4.65K	0.01%
Prospera Financial Services Inc	4.23K	Jun 30, 26	-17.32K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	4.15K	Jun 30, 26	+10	0.01%
CWA Asset Management Group, LLC	3.96K	Jun 30, 26	+3.96K	0.01%
Trust Co	2.61K	Jun 30, 26	-376	0.00%
CARY STREET PARTNERS FINANCIAL LLC	2.58K	Jun 30, 26	--	0.00%
Longview Financial Advisors LLC	2.30K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.28K	Jun 30, 26	-2.45K	0.00%
TRUST CO OF TOLEDO NA /OH/	2.20K	Jun 30, 26	-1.08K	0.00%
1620 INVESTMENT ADVISORS, INC.	1.37K	Jun 30, 26	+3	0.00%
GODSEY & GIBB, INC	541	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	287	Jun 30, 26	-2.63K	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-9.35K	--
Mills Wealth Advisors LLC	--	Jun 30, 26	-42.96K	--
OMNI 360 Wealth, Inc.	--	Jun 30, 26	-5.78K	--
BOYUM WEALTH ARCHITECTS LLC	--	Jun 30, 26	-10.97K	--
Westmount Partners, LLC	--	Jun 30, 26	-6.99K	--
JPMORGAN CHASE & CO	12.85M	Mar 31, 26	-743.64K	16.78%
LPL Financial LLC	6.21M	Mar 31, 26	+673.35K	8.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.77M	Mar 31, 26	+609.93K	6.23%
Meeder Advisory Services, Inc.	4.26M	Mar 31, 26	+1.04M	5.57%
Cetera Investment Advisers	3.64M	Mar 31, 26	+761.78K	4.75%
AMERIPRISE FINANCIAL INC	2.87M	Mar 31, 26	+119.00K	3.75%
BANK OF AMERICA CORP /DE/	2.74M	Mar 31, 26	+529.79K	3.57%
ENVESTNET ASSET MANAGEMENT INC	1.91M	Mar 31, 26	+312.65K	2.50%
RAYMOND JAMES FINANCIAL INC	1.74M	Mar 31, 26	-203.41K	2.27%
JONES FINANCIAL COMPANIES LLLP	1.42M	Mar 31, 26	+664.23K	1.85%
1900 WEALTH MANAGEMENT LLC	1.41M	Mar 31, 26	+158.95K	1.84%
CAPTRUST FINANCIAL ADVISORS	1.28M	Mar 31, 26	+69.09K	1.67%
FORVIS Wealth Advisors, LLC	1.27M	Mar 31, 26	+38.09K	1.66%
Avantax Planning Partners, Inc.	1.24M	Mar 31, 26	-10.24K	1.62%
MORGAN STANLEY	1.17M	Mar 31, 26	+413.84K	1.52%
Integrated Wealth Concepts LLC	1.00M	Mar 31, 26	+386.30K	1.31%
ADVISOR GROUP HOLDINGS, INC.	976.68K	Mar 31, 26	+80.14K	1.28%
Rockefeller Capital Management L.P.	878.10K	Mar 31, 26	+82.30K	1.15%
Brinker Capital Investments, LLC	876.74K	Mar 31, 26	+131.06K	1.14%
HighTower Advisors, LLC	824.54K	Mar 31, 26	+14.72K	1.08%
G2 CAPITAL MANAGEMENT, LLC / OH	797.92K	Mar 31, 26	+16.37K	1.04%
Dynasty Wealth Management, LLC	797.26K	Mar 31, 26	+392.17K	1.04%
CENTRAL TRUST Co	775.34K	Mar 31, 26	+58.73K	1.01%
Equitable Holdings, Inc.	734.66K	Mar 31, 26	+40.79K	0.96%
BAILARD, INC.	680.09K	Mar 31, 26	-114.45K	0.89%
CI Private Wealth, LLC	676.29K	Mar 31, 26	-63.65K	0.88%
JANE STREET GROUP, LLC	656.43K	Mar 31, 26	+570.81K	0.86%
MAI Capital Management	653.64K	Mar 31, 26	+16.22K	0.85%
CWM, LLC	632.19K	Mar 31, 26	+117.11K	0.83%
ASSETMARK, INC	619.10K	Mar 31, 26	-9.96K	0.81%
Tortoise Investment Management, LLC	591.14K	Mar 31, 26	+60.99K	0.77%
Bridgewater Advisors Inc.	580.16K	Mar 31, 26	+124.99K	0.76%
MML INVESTORS SERVICES, LLC	564.09K	Mar 31, 26	-3.17K	0.74%
ABLE Financial Group, LLC	491.45K	Mar 31, 26	+33.69K	0.64%
COMMONWEALTH EQUITY SERVICES, LLC	485.20K	Mar 31, 26	+47.60K	0.63%
Clearwater Capital Advisors, LLC	480.43K	Mar 31, 26	+111.14K	0.63%
Larson Financial Group LLC	479.13K	Mar 31, 26	+43.85K	0.63%
Avidian Wealth Solutions, LLC	476.67K	Mar 31, 26	+49.70K	0.62%
MATHER GROUP, LLC.	475.25K	Mar 31, 26	+20.60K	0.62%
Smith & Howard Wealth Management, LLC	448.93K	Mar 31, 26	+26.03K	0.59%
WELLS FARGO & COMPANY/MN	434.23K	Mar 31, 26	+238.48K	0.57%
TRUIST FINANCIAL CORP	432.97K	Mar 31, 26	-2.38K	0.57%
IAG Wealth Partners, LLC	413.21K	Mar 31, 26	+10.49K	0.54%
Amplius Wealth Advisors, LLC	384.60K	Mar 31, 26	+50.74K	0.50%
INVENIO WEALTH PARTNERS LLC	380.55K	Mar 31, 26	-9.67K	0.50%
Lebenthal Global Advisors, LLC	378.88K	Mar 31, 26	-86.08K	0.49%
Summit Financial, LLC	355.38K	Mar 31, 26	+68.32K	0.46%
HUNTINGTON NATIONAL BANK	339.08K	Mar 31, 26	-101.98K	0.44%
CFO4Life Group, LLC	325.66K	Mar 31, 26	+2.46K	0.43%
BlueStem Wealth Partners, LLC	323.78K	Mar 31, 26	+56.60K	0.42%
Wealth Alliance Advisory Group, LLC	316.91K	Mar 31, 26	+116.60K	0.41%
Cambridge Investment Research Advisors, Inc.	310.92K	Mar 31, 26	-16.40K	0.41%
Harbor Group, Inc.	309.08K	Mar 31, 26	+160.99K	0.40%
Apollon Wealth Management, LLC	294.23K	Mar 31, 26	+12.55K	0.38%
Per Stirling Capital Management, LLC.	288.19K	Mar 31, 26	+38.16K	0.38%
Hartford Financial Management Inc.	284.48K	Mar 31, 26	+15.20K	0.37%
Savant Capital, LLC	282.02K	Mar 31, 26	+43.80K	0.37%
Diversified Portfolios, Inc.	271.21K	Mar 31, 26	-13.39K	0.35%
CONDOR CAPITAL MANAGEMENT	262.26K	Mar 31, 26	+4.59K	0.34%
Allworth Financial LP	258.18K	Mar 31, 26	+45.76K	0.34%
SAGESPRING WEALTH PARTNERS, LLC	247.73K	Mar 31, 26	+26.39K	0.32%
HTG Investment Advisors, Inc.	236.88K	Mar 31, 26	+10.70K	0.31%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	234.83K	Mar 31, 26	+16.24K	0.31%
AllGen Financial Advisors, Inc.	232.78K	Mar 31, 26	-17.55K	0.30%
Helen Stephens Group, LLC	232.19K	Mar 31, 26	-123.73K	0.30%
Lido Advisors, LLC	229.53K	Mar 31, 26	-127.88K	0.30%
GOLDMAN SACHS GROUP INC	227.95K	Mar 31, 26	+213.00K	0.30%
Legacy Financial Advisors, Inc.	225.72K	Mar 31, 26	-229	0.29%
Syntegra Private Wealth Group, LLC	217.55K	Mar 31, 26	+6.23K	0.28%
PEAPACK GLADSTONE FINANCIAL CORP	211.01K	Mar 31, 26	+67.78K	0.28%
VERUS CAPITAL PARTNERS, LLC	208.14K	Mar 31, 26	+23.85K	0.27%
Private Advisor Group, LLC	207.54K	Mar 31, 26	+47.97K	0.27%
STIFEL FINANCIAL CORP	204.24K	Mar 31, 26	+13.42K	0.27%
Dodds Wealth, LLC	202.21K	Mar 31, 26	+70.65K	0.26%
Capital Analysts, LLC	199.67K	Mar 31, 26	+15.86K	0.26%
SIMON QUICK ADVISORS, LLC	199.45K	Mar 31, 26	+59.92K	0.26%
Keudell/Morrison Wealth Management	198.92K	Mar 31, 26	+26.34K	0.26%
Cornerstone Wealth Management, LLC	197.86K	Mar 31, 26	+3.05K	0.26%
Resources Investment Advisors, LLC.	192.46K	Mar 31, 26	-5.59K	0.25%
FOUNDERS FINANCIAL SECURITIES LLC	190.82K	Mar 31, 26	+30.84K	0.25%
GREAT VALLEY ADVISOR GROUP, INC.	181.67K	Mar 31, 26	+43.27K	0.24%
Oakwell Private Wealth Management, LLC	174.45K	Mar 31, 26	+5.93K	0.23%
ROYAL BANK OF CANADA	165.89K	Mar 31, 26	-18.05K	0.22%
Summit Financial Strategies, Inc.	157.49K	Mar 31, 26	+25.45K	0.21%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	156.78K	Mar 31, 26	+16.77K	0.20%
Skyline Advisors, Inc.	155.77K	Mar 31, 26	+14.91K	0.20%
Perigon Wealth Management, LLC	153.86K	Mar 31, 26	-2.38K	0.20%
RiverFront Investment Group, LLC	147.00K	Mar 31, 26	+16.86K	0.19%
Kestra Advisory Services, LLC	145.31K	Mar 31, 26	+32.28K	0.19%
CVA Family Office, LLC	144.62K	Mar 31, 26	+21.10K	0.19%
THRIVENT FINANCIAL FOR LUTHERANS	144.24K	Mar 31, 26	-3.87K	0.19%
RETIREMENT INCOME SOLUTIONS, INC	141.49K	Mar 31, 26	-881	0.18%
KEYVANTAGE WEALTH, LLC	140.51K	Mar 31, 26	+410	0.18%
CITADEL ADVISORS LLC	139.36K	Mar 31, 26	-137.37K	0.18%
AdvisorNet Financial, Inc	134.66K	Mar 31, 26	+26.42K	0.18%
CAHILL FINANCIAL ADVISORS INC	134.62K	Mar 31, 26	+25.65K	0.18%
Brio Consultants, LLC	132.93K	Mar 31, 26	+769	0.17%
Boulder Wealth Advisors, LLC	130.15K	Mar 31, 26	-23.22K	0.17%
Farther Finance Advisors, LLC	125.93K	Mar 31, 26	+85.65K	0.16%
Modern Wealth Management, LLC	119.58K	Mar 31, 26	+119.58K	0.16%
Retirement Planning Group	118.96K	Mar 31, 26	+36.30K	0.16%
PRINCIPAL SECURITIES, INC.	118.72K	Mar 31, 26	+27.06K	0.16%
TD Capital Management LLC	112.84K	Mar 31, 26	+23.11K	0.15%
WealthCare Investment Partners, LLC	110.34K	Mar 31, 26	+54.18K	0.14%
Uniting Wealth Partners, LLC	107.16K	Mar 31, 26	+107.16K	0.14%
TruWealth Advisors, LLC	104.56K	Mar 31, 26	+899	0.14%
NATIXIS ADVISORS, L.P.	104.22K	Mar 31, 26	+20.71K	0.14%
Summit Wealth Partners, LLC	104.13K	Mar 31, 26	--	0.14%
PARK AVENUE SECURITIES LLC	103.67K	Mar 31, 26	+26.48K	0.14%
Prime Capital Investment Advisors, LLC	103.17K	Mar 31, 26	+35.40K	0.13%
HighPoint Advisor Group LLC	102.44K	Mar 31, 26	+33.32K	0.13%
MONETA GROUP INVESTMENT ADVISORS LLC	101.77K	Mar 31, 26	+4.23K	0.13%
Private Wealth Management Group, LLC	98.15K	Mar 31, 26	+4.73K	0.13%
Shotwell Rutter Baer Inc	92.00K	Mar 31, 26	+36.52K	0.12%
Landmark Wealth Management, LLC	89.71K	Mar 31, 26	+14.67K	0.12%
Ameritas Advisory Services, LLC	89.60K	Mar 31, 26	-7.81K	0.12%
Hughes Financial Services, LLC	89.42K	Mar 31, 26	+6.49K	0.12%
BENJAMIN EDWARDS INC	88.23K	Mar 31, 26	+55.33K	0.12%
NewEdge Wealth, LLC	87.85K	Mar 31, 26	-11.94K	0.11%
New Insight Wealth Advisors	87.84K	Mar 31, 26	+39.67K	0.11%
Visionary Wealth Advisors	86.29K	Mar 31, 26	-1.55K	0.11%
LWM Advisory Services, LLC	85.35K	Mar 31, 26	-73.41K	0.11%
WASHINGTON TRUST BANK	82.92K	Mar 31, 26	-29.97K	0.11%
VICUS CAPITAL	81.71K	Mar 31, 26	+338	0.11%
Buckingham Strategic Partners	80.10K	Mar 31, 26	+75.03K	0.10%
Jacobi Capital Management LLC	79.70K	Mar 31, 26	+28.49K	0.10%
Resonant Capital Advisors, LLC	78.22K	Mar 31, 26	-2.14K	0.10%
Colony Group, LLC	77.30K	Mar 31, 26	-59.07K	0.10%
Mariner, LLC	76.55K	Mar 31, 26	+587	0.10%
Janney Montgomery Scott LLC	76.04K	Mar 31, 26	+6.71K	0.10%
Steward Partners Investment Advisory, LLC	75.63K	Mar 31, 26	+2.76K	0.10%
OLD MISSION CAPITAL LLC	75.16K	Mar 31, 26	+55.83K	0.10%
FOSTER & MOTLEY INC	72.61K	Mar 31, 26	+72.61K	0.09%
Capital Advisors Wealth Management, LLC	72.28K	Mar 31, 26	+22.31K	0.09%
Intrua Financial, LLC	71.67K	Mar 31, 26	+2.47K	0.09%
DAYMARK WEALTH PARTNERS, LLC	71.26K	Mar 31, 26	+15.51K	0.09%
Red Mountain Financial, LLC	70.71K	Mar 31, 26	+1.43K	0.09%
Independent Advisor Alliance	68.59K	Mar 31, 26	+68.59K	0.09%
Quadcap Wealth Management, LLC	67.38K	Mar 31, 26	+5.52K	0.09%
Waverly Advisors, LLC	64.54K	Mar 31, 26	+7.92K	0.08%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	63.49K	Mar 31, 26	+490	0.08%
Clark Capital Management Group, Inc.	60.69K	Mar 31, 26	+32.79K	0.08%
Opal Wealth Advisors, LLC	60.41K	Mar 31, 26	-32.18K	0.08%
5T Wealth, LLC	60.03K	Mar 31, 26	+1.94K	0.08%
Mutual Advisors, LLC	59.37K	Mar 31, 26	+1.51K	0.08%
Walkner Condon Financial Advisors LLC	58.76K	Mar 31, 26	+27.00K	0.08%
NewEdge Advisors, LLC	58.72K	Mar 31, 26	-1.11K	0.08%
Investment Planning Advisors, Inc.	58.36K	Mar 31, 26	+504	0.08%
Moss Adams Wealth Advisors LLC	56.67K	Mar 31, 26	+27.76K	0.07%
Whitegate Investment Counselors, Inc.	56.55K	Mar 31, 26	-985	0.07%
UBS Group AG	56.47K	Mar 31, 26	+32.52K	0.07%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	56.20K	Mar 31, 26	+35.45K	0.07%
Marmo Financial Group, LLC	55.40K	Mar 31, 26	-1.50K	0.07%
Cerity Partners LLC	54.48K	Mar 31, 26	+6.66K	0.07%
Prentice Wealth Management LLC	51.77K	Mar 31, 26	-21.24K	0.07%
Financial Connections Group, Inc.	51.03K	Mar 31, 26	-3.53K	0.07%
BTG Pactual Asset Management US LLC	50.37K	Mar 31, 26	+9.92K	0.07%
Galvin, Gaustad & Stein, LLC	49.42K	Mar 31, 26	-6.76K	0.06%
American Trust	48.72K	Mar 31, 26	--	0.06%
Stratos Wealth Partners, LTD.	48.04K	Mar 31, 26	+48.04K	0.06%
Balance Wealth, LLC	46.79K	Mar 31, 26	+8.01K	0.06%
IHT Wealth Management, LLC	46.60K	Mar 31, 26	+1.32K	0.06%
Brady Martz Wealth Solutions, LLC	46.52K	Mar 31, 26	-750	0.06%
Tower Research Capital LLC (TRC)	46.28K	Mar 31, 26	-111.94K	0.06%
Golden State Equity Partners	45.49K	Mar 31, 26	+32.09K	0.06%
FIFTH THIRD BANCORP	42.89K	Mar 31, 26	+41.69K	0.06%
NFP Retirement, Inc.	42.81K	Mar 31, 26	+1.02K	0.06%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	42.60K	Mar 31, 26	+7.36K	0.06%
Robertson Stephens Wealth Management, LLC	42.38K	Mar 31, 26	+6.20K	0.06%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	41.78K	Mar 31, 26	-17.14K	0.05%
Bernardo Wealth Planning LLC	41.64K	Mar 31, 26	+5.91K	0.05%
United Advisor Group, LLC	40.97K	Mar 31, 26	+9.63K	0.05%
GFS Advisors, LLC	40.60K	Mar 31, 26	--	0.05%
Principle Wealth Partners LLC	40.15K	Mar 31, 26	--	0.05%
Compass Ion Advisors, LLC	38.94K	Mar 31, 26	+38.94K	0.05%
Sanctuary Advisors, LLC	37.86K	Mar 31, 26	+4.51K	0.05%
McAdam, LLC	37.30K	Mar 31, 26	-2.62K	0.05%
49 WEALTH MANAGEMENT, LLC	36.89K	Mar 31, 26	+1.26K	0.05%
WESBANCO BANK INC	36.10K	Mar 31, 26	+21.77K	0.05%
MBM Wealth Consultants, LLC	35.98K	Mar 31, 26	-1.55K	0.05%
LEVEL FOUR ADVISORY SERVICES, LLC	35.49K	Mar 31, 26	+1.21K	0.05%
Golden State Wealth Management, LLC	33.46K	Mar 31, 26	+1.57K	0.04%
Advisory Services Network, LLC	33.01K	Mar 31, 26	+265	0.04%
Pine Valley Investments Ltd Liability Co	32.65K	Mar 31, 26	+3.31K	0.04%
Philip James Wealth Mangement, LLC	32.20K	Mar 31, 26	-4.13K	0.04%
Rice Partnership, LLC	31.97K	Mar 31, 26	+31.97K	0.04%
Impact Investors, Inc	31.41K	Mar 31, 26	-1.09K	0.04%
Sterling Investment Advisors, Ltd.	30.80K	Mar 31, 26	+14.80K	0.04%
NBT BANK N A /NY	30.76K	Mar 31, 26	--	0.04%
Eqis Capital Management, Inc.	30.73K	Mar 31, 26	+1.16K	0.04%
Seascape Capital Management	30.50K	Mar 31, 26	+14.50K	0.04%
BKA Wealth Consulting, Inc.	30.20K	Mar 31, 26	+1.57K	0.04%
Marshall Financial Group LLC	30.09K	Mar 31, 26	--	0.04%
Kooman & Associates	29.91K	Mar 31, 26	-1.84K	0.04%
Inscription Capital, LLC	29.72K	Mar 31, 26	+88	0.04%
Vise Technologies, Inc.	29.68K	Mar 31, 26	--	0.04%
Beaumont Financial Advisors, LLC	29.29K	Mar 31, 26	-527	0.04%
Baird Financial Group, Inc.	29.08K	Mar 31, 26	+4.96K	0.04%
RENAISSANCE TECHNOLOGIES LLC	28.60K	Mar 31, 26	-57.20K	0.04%
Concurrent Investment Advisors, LLC	28.09K	Mar 31, 26	+20.95K	0.04%
Beta Wealth Group, Inc.	27.62K	Mar 31, 26	+419	0.04%
TBH Global Asset Management, LLC	27.53K	Mar 31, 26	-325.15K	0.04%
Wealth Alliance	27.23K	Mar 31, 26	+14.73K	0.04%
Synergy Investment Management, LLC	26.27K	Mar 31, 26	+4.63K	0.03%
CROBAN	25.88K	Mar 31, 26	+9.34K	0.03%
HARBOUR INVESTMENTS, INC.	25.48K	Mar 31, 26	+24.03K	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	25.47K	Mar 31, 26	+741	0.03%
Dorsey & Whitney Trust CO LLC	25.29K	Mar 31, 26	+3.65K	0.03%
Cyr Financial Inc.	25.25K	Mar 31, 26	+3.38K	0.03%
Tandem Financial, LLC	25.19K	Mar 31, 26	+25.19K	0.03%
Linscomb & Williams, Inc.	24.91K	Mar 31, 26	+24.91K	0.03%
FAS Wealth Partners, Inc.	24.83K	Mar 31, 26	+533	0.03%
Advyzon Investment Management, LLC	24.77K	Mar 31, 26	+9.07K	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	24.64K	Mar 31, 26	+23.36K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	24.59K	Mar 31, 26	+24.59K	0.03%
PRIVATE TRUST CO NA	24.52K	Mar 31, 26	+9.73K	0.03%
Rossby Financial, LCC	23.75K	Mar 31, 26	+23.75K	0.03%
Forum Private Client Group LLC	23.59K	Mar 31, 26	+4.28K	0.03%
IFP Advisors, Inc	22.97K	Mar 31, 26	+2.81K	0.03%
Sand Hill Global Advisors, LLC	22.70K	Mar 31, 26	-2.67K	0.03%
NWF Advisory Services Inc.	22.35K	Mar 31, 26	-1.97K	0.03%
VISTA INVESTMENT MANAGEMENT	22.34K	Mar 31, 26	--	0.03%
FF Advisors,LLC	22.10K	Mar 31, 26	+22.10K	0.03%
Prospera Financial Services Inc	21.55K	Mar 31, 26	+3.90K	0.03%
Leo Wealth, LLC	21.31K	Mar 31, 26	+4.89K	0.03%
WealthPlan Investment Management, LLC	21.00K	Mar 31, 26	+9.56K	0.03%
VestGen Advisors, LLC	20.77K	Mar 31, 26	-966	0.03%
Envestnet Portfolio Solutions, Inc.	20.63K	Mar 31, 26	+6.61K	0.03%
PLANNING DIRECTIONS INC	20.07K	Mar 31, 26	+177	0.03%
High Net Worth Advisory Group LLC	20.00K	Mar 31, 26	-47	0.03%
CHOREO, LLC	19.88K	Mar 31, 26	+6.34K	0.03%
Apollon Financial, LLC	19.73K	Mar 31, 26	-1.49K	0.03%
BCGM Wealth Management, LLC	19.18K	Mar 31, 26	+88	0.03%
Collaborative Wealth Managment Inc.	19.10K	Mar 31, 26	-145	0.02%
Creative Planning	18.74K	Mar 31, 26	+9.61K	0.02%
WCG Wealth Advisors LLC	18.47K	Mar 31, 26	+18.47K	0.02%
Brookwood Investment Group LLC	18.34K	Mar 31, 26	-228	0.02%
Compass Wealth Management, LLC/GA	18.14K	Mar 31, 26	-38	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	17.82K	Mar 31, 26	-46	0.02%
SouthState Corp	17.36K	Mar 31, 26	--	0.02%
Zhang Financial LLC	17.23K	Mar 31, 26	--	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	17.19K	Mar 31, 26	-441	0.02%
Savvy Advisors, Inc.	17.18K	Mar 31, 26	+190	0.02%
Arkadios Wealth Advisors	16.82K	Mar 31, 26	+384	0.02%
Bleakley Financial Group, LLC	16.79K	Mar 31, 26	-4.65K	0.02%
Sigma Planning Corp	16.34K	Mar 31, 26	+1.66K	0.02%
Kingsview Wealth Management, LLC	16.25K	Mar 31, 26	-5.55K	0.02%
Sequent Planning LLC	16.19K	Mar 31, 26	+8.23K	0.02%
Evergreen Wealth Solutions, LLC	16.01K	Mar 31, 26	+2.68K	0.02%
Arbor Investment Advisors, LLC	15.72K	Mar 31, 26	--	0.02%
Aptus Capital Advisors, LLC	14.71K	Mar 31, 26	-4.64K	0.02%
Financial Strategies Group, Inc.	14.65K	Mar 31, 26	-25	0.02%
D'Orazio & Associates, Inc.	14.60K	Mar 31, 26	+285	0.02%
Prosperity Consulting Group, LLC	14.58K	Mar 31, 26	--	0.02%
Western Wealth Management, LLC	13.92K	Mar 31, 26	+2.48K	0.02%
Peterson Wealth Advisors, LLC	13.84K	Mar 31, 26	-9	0.02%
BARTLETT & CO. WEALTH MANAGEMENT LLC	13.63K	Mar 31, 26	-657	0.02%
Pure Financial Advisors, LLC	13.40K	Mar 31, 26	--	0.02%
Lifestyle Asset Management, Inc.	13.07K	Mar 31, 26	+1.23K	0.02%
Barnes Wealth Management Group, Inc	12.96K	Mar 31, 26	+96	0.02%
OPPENHEIMER & CO INC	12.90K	Mar 31, 26	+1.27K	0.02%
Family Investment Center, Inc.	12.90K	Mar 31, 26	+1.20K	0.02%
Crews Bank & Trust	12.76K	Mar 31, 26	-67	0.02%
Parallel Advisors, LLC	12.62K	Mar 31, 26	+7.90K	0.02%
Centerline Wealth Advisors, LLC	12.53K	Mar 31, 26	-2.69K	0.02%
DRIVE WEALTH MANAGEMENT, LLC	11.99K	Mar 31, 26	+2.19K	0.02%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	11.71K	Mar 31, 26	--	0.02%
Atria Investments, Inc	11.40K	Mar 31, 26	+298	0.01%
Beacon Pointe Advisors, LLC	11.34K	Mar 31, 26	+860	0.01%
TIAA TRUST, NATIONAL ASSOCIATION	11.31K	Mar 31, 26	-566.50K	0.01%
HICKS CAPITAL MANAGEMENT LLC	11.09K	Mar 31, 26	+11.09K	0.01%
Avestar Capital, LLC	11.02K	Mar 31, 26	+11.02K	0.01%
Milestone Investment Advisors LLC	10.90K	Mar 31, 26	+295	0.01%
Cedar Point Capital Partners, LLC	10.69K	Mar 31, 26	-44.82K	0.01%
SWMG, LLC	10.51K	Mar 31, 26	-395	0.01%
Gateway Wealth Partners, LLC	10.49K	Mar 31, 26	+10.49K	0.01%
GGM Financials LLC	10.31K	Mar 31, 26	+573	0.01%
NORTHERN TRUST CORP	10.26K	Mar 31, 26	--	0.01%
Vawter Financial, Ltd.	10.07K	Mar 31, 26	-398	0.01%
INSIGNEO ADVISORY SERVICES, LLC	9.95K	Mar 31, 26	-174	0.01%
OPTIMA CAPITAL LLC	9.89K	Mar 31, 26	+1.55K	0.01%
Conrad Siegel Investment Advisors, Inc.	9.88K	Mar 31, 26	+1.76K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	9.79K	Mar 31, 26	+9.79K	0.01%
Mason & Associates Inc	9.36K	Mar 31, 26	+215	0.01%
LeClair Wealth Partners LLC	9.30K	Mar 31, 26	+9.30K	0.01%
Boyd Wealth Management, LLC	9.26K	Mar 31, 26	+9.26K	0.01%
NICOLET BANKSHARES INC	9.00K	Mar 31, 26	+9.00K	0.01%
Axis Wealth Partners, LLC	8.95K	Mar 31, 26	+1.73K	0.01%
SAXON INTERESTS, INC.	8.89K	Mar 31, 26	--	0.01%
UNIQUE WEALTH, LLC	8.82K	Mar 31, 26	-11.48K	0.01%
Arlington Financial Advisors, LLC	8.75K	Mar 31, 26	+1.76K	0.01%
Global Financial Private Client, LLC	8.69K	Mar 31, 26	-100	0.01%
QUADRANT CAPITAL GROUP LLC	8.61K	Mar 31, 26	--	0.01%
CALTON & ASSOCIATES, INC.	8.54K	Mar 31, 26	+2	0.01%
NCM Capital Management, LLC	8.50K	Mar 31, 26	+8.50K	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.46K	Mar 31, 26	-250	0.01%
Crane Advisory, LLC	8.35K	Mar 31, 26	+171	0.01%
Global Wealth Management Investment Advisory, Inc.	8.00K	Mar 31, 26	+8.00K	0.01%
PDS Planning, Inc	7.94K	Mar 31, 26	-700	0.01%
Investor's Fiduciary Advisor Network, LLC	7.87K	Mar 31, 26	+7.87K	0.01%
W.H. Cornerstone Investments Inc.	7.63K	Mar 31, 26	+7	0.01%
D.A. DAVIDSON & CO.	7.61K	Mar 31, 26	+944	0.01%
MERCER GLOBAL ADVISORS INC /ADV	7.53K	Mar 31, 26	+7.53K	0.01%
Lionshead Wealth Management, LLC	7.34K	Mar 31, 26	+429	0.01%
Wealthspire Advisors, LLC	7.15K	Mar 31, 26	-150	0.01%
BOSTON FAMILY OFFICE LLC	6.96K	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	6.91K	Mar 31, 26	+653	0.01%
Meridian Financial, LLC	6.89K	Mar 31, 26	--	0.01%
Bond & Devick Financial Network, Inc.	6.84K	Mar 31, 26	+24	0.01%
Evercore Wealth Management, LLC	6.79K	Mar 31, 26	--	0.01%
SIERRA OCEAN, LLC	6.30K	Mar 31, 26	+56	0.01%
BLAIR WILLIAM & CO/IL	6.25K	Mar 31, 26	-4.09K	0.01%
Stirlingshire Investments, Inc.	6.23K	Mar 31, 26	--	0.01%
Essex Financial Services, Inc.	5.97K	Mar 31, 26	-100	0.01%
Goodwin Investment Advisory	5.91K	Mar 31, 26	+115	0.01%
Signature Wealth Management Group	5.79K	Mar 31, 26	+5.79K	0.01%
Gryphon Financial Partners LLC	5.68K	Mar 31, 26	-75	0.01%
INTEGRITY WEALTH ADVISORS, INC.	5.67K	Mar 31, 26	+1.28K	0.01%
HOWARD WEALTH MANAGEMENT, LLC	5.63K	Mar 31, 26	+375	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.62K	Mar 31, 26	+5.62K	0.01%
Alpha Financial Partners, LLC	5.61K	Mar 31, 26	+41	0.01%
Firestone Capital Management	5.56K	Mar 31, 26	-475	0.01%
KFA Private Wealth Group, LLC	5.48K	Mar 31, 26	-348	0.01%
Financial Partners Group, Inc	5.47K	Mar 31, 26	+32	0.01%
Ashton Thomas Private Wealth, LLC	5.26K	Mar 31, 26	+38	0.01%
Stone Point Wealth LLC	5.26K	Mar 31, 26	-120	0.01%
StrongBox Wealth, LLC	5.18K	Mar 31, 26	-12.96K	0.01%
Madison Wealth Partners, Inc	5.10K	Mar 31, 26	+16	0.01%
USAdvisors Wealth Management, LLC	5.08K	Mar 31, 26	+82	0.01%
Geneos Wealth Management Inc.	5.04K	Mar 31, 26	+4	0.01%
One Capital Management, LLC	5.02K	Mar 31, 26	-621	0.01%
LAKE STREET FINANCIAL LLC	5.00K	Mar 31, 26	+5.00K	0.01%
CHARTER RESEARCH & INVESTMENT GROUP, INC.	5.00K	Mar 31, 26	+12	0.01%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	4.92K	Mar 31, 26	+230	0.01%
STEPHENS INC /AR/	4.87K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	4.84K	Mar 31, 26	+1.65K	0.01%
XTX Topco Ltd	4.80K	Mar 31, 26	+4.80K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4.73K	Mar 31, 26	-175	0.01%
U.S. Capital Wealth Advisors, LLC	4.70K	Mar 31, 26	-2.53K	0.01%
Millington Financial Advisors, LLC	4.70K	Mar 31, 26	--	0.01%
Chicago Partners Investment Group LLC	4.68K	Mar 31, 26	--	0.01%
FMR LLC	4.60K	Mar 31, 26	+3.97K	0.01%
Signature Wealth Management Partners, LLC	4.58K	Mar 31, 26	--	0.01%
Buck Wealth Strategies, LLC	4.58K	Mar 31, 26	--	0.01%
SUMMIT WEALTH GROUP LLC / CO	4.57K	Mar 31, 26	--	0.01%
FRANKLIN RESOURCES INC	4.52K	Mar 31, 26	+3.56K	0.01%
MGO ONE SEVEN LLC	4.47K	Mar 31, 26	+200	0.01%
Roberts Wealth Advisors, LLC	4.39K	Mar 31, 26	+4.39K	0.01%
Northwest Financial Advisors	4.38K	Mar 31, 26	+4.38K	0.01%
C M BIDWELL & ASSOCIATES LTD	4.34K	Mar 31, 26	--	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	4.31K	Mar 31, 26	+5	0.01%
Cyndeo Wealth Partners, LLC	4.23K	Mar 31, 26	-33.97K	0.01%
US BANCORP \DE\	4.23K	Mar 31, 26	-5.50K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	4.20K	Mar 31, 26	+4.20K	0.01%
SRS Capital Advisors, Inc.	4.05K	Mar 31, 26	-22.70K	0.01%
Vanguard National Trust Co	3.89K	Mar 31, 26	+3.89K	0.01%
OAK HARBOR WEALTH PARTNERS, LLC	3.86K	Mar 31, 26	+1.38K	0.01%
TRUST CO OF TOLEDO NA /OH/	3.27K	Mar 31, 26	+1.08K	0.00%
BOKF, NA	3.13K	Mar 31, 26	-1.72K	0.00%
Root Financial Partners, LLC	2.69K	Mar 31, 26	-14	0.00%
CARY STREET PARTNERS FINANCIAL LLC	2.58K	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	2.37K	Mar 31, 26	+59	0.00%
Cassaday & Co Wealth Management LLC	2.18K	Mar 31, 26	+2.18K	0.00%
MB, LEVIS & ASSOCIATES, LLC	2.03K	Mar 31, 26	+16	0.00%
Smartleaf Asset Management LLC	1.61K	Mar 31, 26	+1.50K	0.00%
Legacy Wealth Managment, LLC/ID	1.27K	Mar 31, 26	+958	0.00%
HAZLETT, BURT & WATSON, INC.	1.09K	Mar 31, 26	+10	0.00%
Burk Holdings LLC	988	Mar 31, 26	+988	0.00%
Lavaca Capital LLC	959	Mar 31, 26	+8	0.00%
N.E.W. Advisory Services LLC	873	Mar 31, 26	+8	0.00%
Goodman Advisory Group, LLC	728	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	709	Mar 31, 26	-137	0.00%
BROWN BROTHERS HARRIMAN & CO	668	Mar 31, 26	--	0.00%
ST GERMAIN D J CO INC	500	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	426	Mar 31, 26	-454	0.00%
DecisionPoint Financial, LLC	420	Mar 31, 26	+420	0.00%
Lloyd Advisory Services, LLC.	399	Mar 31, 26	+399	0.00%
Kingdom Financial Group LLC.	399	Mar 31, 26	+4	0.00%
Fourth Dimension Wealth, LLC	309	Mar 31, 26	+1	0.00%
Millstone Evans Group, LLC	296	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	279	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	240	Mar 31, 26	--	0.00%
Colonial Trust Co / SC	211	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	200	Mar 31, 26	+200	0.00%
NBC SECURITIES, INC.	194	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	149	Mar 31, 26	+149	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	148	Mar 31, 26	+1	0.00%
Qube Research & Technologies Ltd	147	Mar 31, 26	-5.38K	0.00%
Axiom Investment Management LLC	132	Mar 31, 26	+132	0.00%
Wealth Preservation Advisors, LLC	127	Mar 31, 26	--	0.00%
Imprint Wealth LLC	85	Mar 31, 26	--	0.00%
Quent Capital, LLC	44	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	22	Mar 31, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	16	Mar 31, 26	+6	0.00%
Russell Investments Group, Ltd.	1	Mar 31, 26	+1	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-30.52K	--
Leading Edge Financial Planning LLC	--	Mar 31, 26	-5.80K	--
HRT FINANCIAL LP	--	Mar 31, 26	-7.18K	--
Sivia Capital Partners, LLC	--	Mar 31, 26	-4.16K	--
Westwood Wealth Management	--	Mar 31, 26	-6.91K	--
WBH ADVISORY INC	--	Mar 31, 26	-10.91K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-154	--
TFB Advisors LLC	--	Mar 31, 26	-4.49K	--
Archer Investment Corp	--	Mar 31, 26	-867	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-2.65K	--
RICHARDSON FINANCIAL SERVICES INC.	--	Mar 31, 26	-53	--
PUREfi Wealth, LLC	--	Mar 31, 26	-4.30K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-28.45K	--
Concorde Asset Management, LLC	--	Mar 31, 26	-8.33K	--
Cranbrook Wealth Management, LLC	--	Mar 31, 26	-2.97K	--
Financial Gravity Asset Management, Inc.	--	Mar 31, 26	-565	--
Berger Financial Group, Inc	--	Mar 31, 26	-26.84K	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-1.20K	--
Elequin Securities, LLC	--	Mar 31, 26	-17.31K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-11.71K	--
Facet Wealth, Inc.	--	Mar 31, 26	-12.83K	--
True North Advisors, LLC	--	Mar 31, 26	-6.52K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-87.71K	--
FIRST HORIZON CORP	--	Mar 31, 26	-6.31K	--
Leslie Global Wealth, LLC	--	Mar 31, 26	-11.01K	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-1.51K	--
SYM FINANCIAL Corp	--	Mar 31, 26	-50	--
StoneX Group Inc.	--	Mar 31, 26	-74.28K	--
Stephens Consulting, LLC	372.93K	Dec 31, 25	+2.58K	0.49%
AllGen Financial Advisors, Inc.	250.34K	Dec 31, 25	+19.15K	0.33%
MidWestOne Financial Group, Inc.	44.53K	Dec 31, 25	+40.49K	0.06%
COMERICA BANK	35.60K	Dec 31, 25	+28.86K	0.05%
ORG Partners LLC	14.49K	Dec 31, 25	+6.29K	0.02%
Global Retirement Partners, LLC	6.77K	Dec 31, 25	+6.04K	0.01%
Bowman & Co S.C.	6.55K	Dec 31, 25	+1.26K	0.01%
SageView Advisory Group, LLC	6.46K	Dec 31, 25	+67	0.01%
CIBC Private Wealth Group, LLC	1.17K	Dec 31, 25	+1.09K	0.00%
McCarthy & Cox	--	Dec 31, 25	-15.52K	--
LM Advisors LLC	--	Dec 31, 25	-4.60K	--
Shorepoint Capital Partners LLC	140.64K	Sep 30, 25	+140.64K	0.18%
Apexium Financial, LP	126.61K	Sep 30, 25	+117	0.17%
Obsidian Personal Planning Solutions LLC	76.13K	Sep 30, 25	+7.19K	0.10%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	12.13K	Sep 30, 25	+12.13K	0.02%
OAK HILL WEALTH ADVISORS, LLC	6.42K	Sep 30, 25	-29	0.01%
Masso Torrence Wealth Management Inc.	6.00K	Sep 30, 25	--	0.01%
West Oak Capital, LLC	--	Sep 30, 25	-4.70K	--
AVANTAX ADVISORY SERVICES, INC.	897.84K	Jun 30, 25	+862.47K	1.17%
Martin Worley Group	144.92K	Jun 30, 25	-6.13K	0.19%
OLYMPUS WEALTH MANAGEMENT, LLC	117.15K	Jun 30, 25	+3.20K	0.15%
First Horizon Advisors, Inc.	52.34K	Jun 30, 25	+379	0.07%
Congress Wealth Management LLC / DE /	42.34K	Jun 30, 25	-978	0.06%
Summit X, LLC	26.26K	Jun 30, 25	-1.01K	0.03%
Good Life Advisors, LLC	20.99K	Jun 30, 25	-35	0.03%
Blue Investment Partners LLC	4.95K	Jun 30, 25	+451	0.01%
Financial Gravity Companies, Inc.	565	Jun 30, 25	+565	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-7.07K	--
Orion Portfolio Solutions, LLC	648.64K	Mar 31, 25	+648.64K	0.85%
Marcum Wealth, LLC	315.77K	Mar 31, 25	-17.62K	0.41%
Aveo Capital Partners, LLC	160.85K	Mar 31, 25	-95.23K	0.21%
Morningstar Investment Services LLC	28.12K	Mar 31, 25	-23.50K	0.04%
Transform Wealth, LLC	4.80K	Mar 31, 25	--	0.01%
Riggs Capital Management LLC	34.14K	Dec 31, 24	+34.14K	0.04%
PRIVATE CAPITAL MANAGEMENT LLC	14.27K	Dec 31, 24	+9.33K	0.02%
SignalPoint Asset Management, LLC	7.44K	Dec 31, 24	--	0.01%
Raymond James Financial Services Advisors, Inc.	914.79K	Sep 30, 24	+61.31K	1.19%
RAYMOND JAMES & ASSOCIATES	404.25K	Sep 30, 24	+115.69K	0.53%
Platte River Wealth Advisors, LLC	150.72K	Sep 30, 24	+7.88K	0.20%
FinTrust Capital Advisors, LLC	14.19K	Sep 30, 24	+13.08K	0.02%
RAYMOND JAMES TRUST N.A.	5.32K	Sep 30, 24	+5.32K	0.01%
Carmichael Hill & Associates, Inc.	1.37K	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	15.92K	Jun 30, 24	-10	0.02%
Gratus Capital LLC	14.01K	Jun 30, 24	+7.00K	0.02%
ICA Group Wealth Management, LLC	1.17K	Jun 30, 24	+450	0.00%
Atlas Private Wealth Management	115.80K	Mar 31, 24	+5.86K	0.15%
Cetera Advisor Networks LLC	40.68K	Mar 31, 24	+10.81K	0.05%
Cetera Advisors LLC	29.15K	Mar 31, 24	+7.37K	0.04%
InterOcean Capital Group, LLC	4.83K	Mar 31, 24	+4.83K	0.01%
Bartlett & Co. LLC	24.43K	Dec 31, 23	+24.43K	0.03%
StrategIQ Financial Group, LLC	14.18K	Dec 31, 23	+14.18K	0.02%
3D/L Capital Management, LLC	50.94K	Sep 30, 23	+50.94K	0.07%
MCMILLION CAPITAL MANAGEMENT INC	14.72K	Jun 30, 23	--	0.02%
Beaumont Financial Partners, LLC	55.66K	Sep 30, 22	-4.15K	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	728	Dec 31, 19	--	0.00%
BB&T SECURITIES, LLC	5.21K	Sep 30, 19	+5.21K	0.01%

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Holder

Date

Change

% Held

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.63M

Jun 30, 26

+361.37K

3.43%

Asio Capital, LLC

965.27K

Jun 30, 26

+47.13K

1.26%

COLLECTIVE FAMILY OFFICE LLC

728.06K

Jun 30, 26

+5.63K

0.95%

Syntegra Private Wealth Group, LLC

484.96K

Jun 30, 26

+267.41K

0.63%

Amplius Wealth Advisors, LLC

470.57K

Jun 30, 26

+85.96K

0.61%

CGN Advisors LLC

345.17K

Jun 30, 26

-6.31K

0.45%

Chesley Taft & Associates LLC

312.20K

Jun 30, 26

+31.50K

0.41%

Magnus Financial Group LLC

289.68K

Jun 30, 26

+12.67K

0.38%

Leverty Financial Group, LLC

224.29K

Jun 30, 26

-19.82K

0.29%

Rosenberg Matthew Hamilton

210.88K

Jun 30, 26

+25.31K

0.28%

Keudell/Morrison Wealth Management

204.59K

Jun 30, 26

+5.67K

0.27%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

203.95K

Jun 30, 26

+15.84K

0.27%

21 West Wealth Management LLC

159.63K

Jun 30, 26

+6.25K

0.21%

BAKER TILLY WEALTH MANAGEMENT, LLC

149.60K

Jun 30, 26

+18.70K

0.20%

Sequoia Financial Advisors, LLC

144.04K

Jun 30, 26

-64.66K

0.19%

Newman Dignan & Sheerar, Inc.

137.00K

Jun 30, 26

+6.17K

0.18%

Merit Financial Group, LLC

135.79K

Jun 30, 26

+542

0.18%

JFS WEALTH ADVISORS, LLC

132.24K

Jun 30, 26

+6.65K

0.17%

Boston Standard Wealth Management, LLC

109.87K

Jun 30, 26

+4.18K

0.14%

Crumly & Associates Inc.

105.54K

Jun 30, 26

+42.22K

0.14%

Unique Wealth Strategies, LLC

73.93K

Jun 30, 26

+1.03K

0.10%

FMA Wealth Management, LLC

67.92K

Jun 30, 26

-3.83K

0.09%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

66.59K

Jun 30, 26

-217

0.09%

Presidio Capital Management, LLC

60.25K

Jun 30, 26

+12.13K

0.08%

First Financial Bank - Trust Division

57.67K

Jun 30, 26

+9.03K

0.08%

Hennion & Walsh Asset Management, Inc.

55.59K

Jun 30, 26

+4.93K

0.07%

Breakwater Capital Group

47.87K

Jun 30, 26

-11.11K

0.06%

Higgins & Schmidt Wealth Strategies LLC

46.94K

Jun 30, 26

+422

0.06%

Lineweaver Wealth Advisors, LLC

46.06K

Jun 30, 26

-8.58K

0.06%

Prentice Wealth Management LLC

43.60K

Jun 30, 26

-8.17K

0.06%

Apella Capital, LLC

42.71K

Jun 30, 26

-2.58K

0.06%

Steel Peak Wealth Management LLC

34.26K

Jun 30, 26

-5.12K

0.04%

Spire Wealth Management

34.23K

Jun 30, 26

+927

0.04%

Farther Finance Advisors, LLC

31.38K

Jun 30, 26

-94.56K

0.04%

Marion Wealth Management

30.52K

Jun 30, 26

0.04%

Friday Financial

30.25K

Jun 30, 26

+10.81K

0.04%

Wealthcare Advisory Partners LLC

24.07K

Jun 30, 26

+752

0.03%

Conrad Siegel Investment Advisors, Inc.

21.86K

Jun 30, 26

+11.99K

0.03%

Boyd Wealth Management, LLC

21.52K

Jun 30, 26

+12.26K

0.03%

Centerline Wealth Advisors, LLC

20.66K

Jun 30, 26

+8.13K

0.03%

LOCKERMAN FINANCIAL GROUP, INC.

20.24K

Jun 30, 26

-211

0.03%

Perennial Advisors, LLC

19.68K

Jun 30, 26

+825

0.03%

Lakeridge Wealth Management LLC

14.57K

Jun 30, 26

+760

0.02%

Crews Bank & Trust

12.95K

Jun 30, 26

+187

0.02%

Aurdan Capital Management, LLC

11.11K

Jun 30, 26

+11.11K

0.01%

SWMG, LLC

10.65K

Jun 30, 26

+144

0.01%

Mallini Complete Financial Planning LLC

10.60K

Jun 30, 26

0.01%

ACIMA PRIVATE WEALTH, LLC

10.29K

Jun 30, 26

+1.69K

0.01%

Commonwealth Financial Services, LLC

9.58K

Jun 30, 26

-4.89K

0.01%

FIFTH THIRD SECURITIES, INC.

9.54K

Jun 30, 26

+682

0.01%

Choice Wealth Advisors, LLC

9.13K

Jun 30, 26

0.01%

Johnson Bixby & Associates, LLC

7.91K

Jun 30, 26

0.01%

XY Planning Network, Inc.

7.72K

Jun 30, 26

+7.72K

0.01%

GENESIS PRIVATE WEALTH, LLC

6.99K

Jun 30, 26

+227

0.01%

Bond & Devick Financial Network, Inc.

6.85K

Jun 30, 26

0.01%

DAVENPORT & Co LLC

6.82K

Jun 30, 26

-1.49K

0.01%

Embree Financial Group

6.46K

Jun 30, 26

+6.46K

0.01%

Teamwork Financial Advisors, LLC

6.29K

Jun 30, 26

+20

0.01%

Dynamic Advisor Solutions LLC

6.22K

Jun 30, 26

-3.41K

0.01%

B. Riley Wealth Advisors, Inc.

5.87K

Jun 30, 26

+5.87K

0.01%

VisionPoint Advisory Group, LLC

5.87K

Jun 30, 26

+242

0.01%

Sincerus Advisory, LLC

5.60K

Jun 30, 26

+1.02K

0.01%

Cadent Capital Advisors, LLC

5.32K

Jun 30, 26

+5.32K

0.01%

Certified Advisory Corp

5.31K

Jun 30, 26

0.01%

Saxony Capital Management, LLC

5.27K

Jun 30, 26

0.01%

Centurion Wealth Management LLC

5.05K

Jun 30, 26

0.01%

Independence Asset Advisors, LLC

4.65K

Jun 30, 26

+4.65K

0.01%

Prospera Financial Services Inc

4.23K

Jun 30, 26

-17.32K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

4.15K

Jun 30, 26

+10

0.01%

CWA Asset Management Group, LLC

3.96K

Jun 30, 26

+3.96K

0.01%

Trust Co

2.61K

Jun 30, 26

-376

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.58K

Jun 30, 26

0.00%

Longview Financial Advisors LLC

2.30K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.28K

Jun 30, 26

-2.45K

0.00%

TRUST CO OF TOLEDO NA /OH/

2.20K

Jun 30, 26

-1.08K

0.00%

1620 INVESTMENT ADVISORS, INC.

1.37K

Jun 30, 26

0.00%

GODSEY & GIBB, INC

541

Jun 30, 26

0.00%

CoreCap Advisors, LLC

287

Jun 30, 26

-2.63K

0.00%

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

Jun 30, 26

-9.35K

Mills Wealth Advisors LLC

Jun 30, 26

-42.96K

OMNI 360 Wealth, Inc.

Jun 30, 26

-5.78K

BOYUM WEALTH ARCHITECTS LLC

Jun 30, 26

-10.97K

Westmount Partners, LLC

Jun 30, 26

-6.99K

JPMORGAN CHASE & CO

12.85M

Mar 31, 26

-743.64K

16.78%

LPL Financial LLC

6.21M

Mar 31, 26

+673.35K

8.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.77M

Mar 31, 26

+609.93K

6.23%

Meeder Advisory Services, Inc.

4.26M

Mar 31, 26

+1.04M

5.57%

Cetera Investment Advisers

3.64M

Mar 31, 26

+761.78K

4.75%

AMERIPRISE FINANCIAL INC

2.87M

Mar 31, 26

+119.00K

3.75%

BANK OF AMERICA CORP /DE/

2.74M

Mar 31, 26

+529.79K

3.57%

ENVESTNET ASSET MANAGEMENT INC

1.91M

Mar 31, 26

+312.65K

2.50%

RAYMOND JAMES FINANCIAL INC

1.74M

Mar 31, 26

-203.41K

2.27%

JONES FINANCIAL COMPANIES LLLP

1.42M

Mar 31, 26

+664.23K

1.85%

1900 WEALTH MANAGEMENT LLC

1.41M

Mar 31, 26

+158.95K

1.84%

CAPTRUST FINANCIAL ADVISORS

1.28M

Mar 31, 26

+69.09K

1.67%

FORVIS Wealth Advisors, LLC

1.27M

Mar 31, 26

+38.09K

1.66%

Avantax Planning Partners, Inc.

1.24M

Mar 31, 26

-10.24K

1.62%

MORGAN STANLEY

1.17M

Mar 31, 26

+413.84K

1.52%

Integrated Wealth Concepts LLC

1.00M

Mar 31, 26

+386.30K

1.31%

ADVISOR GROUP HOLDINGS, INC.

976.68K

Mar 31, 26

+80.14K

1.28%

Rockefeller Capital Management L.P.

878.10K

Mar 31, 26

+82.30K

1.15%

Brinker Capital Investments, LLC

876.74K

Mar 31, 26

+131.06K

1.14%

HighTower Advisors, LLC

824.54K

Mar 31, 26

+14.72K

1.08%

G2 CAPITAL MANAGEMENT, LLC / OH

797.92K

Mar 31, 26

+16.37K

1.04%

Dynasty Wealth Management, LLC

797.26K

Mar 31, 26

+392.17K

1.04%

CENTRAL TRUST Co

775.34K

Mar 31, 26

+58.73K

1.01%

Equitable Holdings, Inc.

734.66K

Mar 31, 26

+40.79K

0.96%

BAILARD, INC.

680.09K

Mar 31, 26

-114.45K

0.89%

CI Private Wealth, LLC

676.29K

Mar 31, 26

-63.65K

0.88%

JANE STREET GROUP, LLC

656.43K

Mar 31, 26

+570.81K

0.86%

MAI Capital Management

653.64K

Mar 31, 26

+16.22K

0.85%

CWM, LLC

632.19K

Mar 31, 26

+117.11K

0.83%

ASSETMARK, INC

619.10K

Mar 31, 26

-9.96K

0.81%

Tortoise Investment Management, LLC

591.14K

Mar 31, 26

+60.99K

0.77%

Bridgewater Advisors Inc.

580.16K

Mar 31, 26

+124.99K

0.76%

MML INVESTORS SERVICES, LLC

564.09K

Mar 31, 26

-3.17K

0.74%

ABLE Financial Group, LLC

491.45K

Mar 31, 26

+33.69K

0.64%

COMMONWEALTH EQUITY SERVICES, LLC

485.20K

Mar 31, 26

+47.60K

0.63%

Clearwater Capital Advisors, LLC

480.43K

Mar 31, 26

+111.14K

0.63%

Larson Financial Group LLC

479.13K

Mar 31, 26

+43.85K

0.63%

Avidian Wealth Solutions, LLC

476.67K

Mar 31, 26

+49.70K

0.62%

MATHER GROUP, LLC.

475.25K

Mar 31, 26

+20.60K

0.62%

Smith & Howard Wealth Management, LLC

448.93K

Mar 31, 26

+26.03K

0.59%

WELLS FARGO & COMPANY/MN

434.23K

Mar 31, 26

+238.48K

0.57%

TRUIST FINANCIAL CORP

432.97K

Mar 31, 26

-2.38K

0.57%

IAG Wealth Partners, LLC

413.21K

Mar 31, 26

+10.49K

0.54%

Amplius Wealth Advisors, LLC

384.60K

Mar 31, 26

+50.74K

0.50%

INVENIO WEALTH PARTNERS LLC

380.55K

Mar 31, 26

-9.67K

0.50%

Lebenthal Global Advisors, LLC

378.88K

Mar 31, 26

-86.08K

0.49%

Summit Financial, LLC

355.38K

Mar 31, 26

+68.32K

0.46%

HUNTINGTON NATIONAL BANK

339.08K

Mar 31, 26

-101.98K

0.44%

CFO4Life Group, LLC

325.66K

Mar 31, 26

+2.46K

0.43%

BlueStem Wealth Partners, LLC

323.78K

Mar 31, 26

+56.60K

0.42%

Wealth Alliance Advisory Group, LLC

316.91K

Mar 31, 26

+116.60K

0.41%

Cambridge Investment Research Advisors, Inc.

310.92K

Mar 31, 26

-16.40K

0.41%

Harbor Group, Inc.

309.08K

Mar 31, 26

+160.99K

0.40%

Apollon Wealth Management, LLC

294.23K

Mar 31, 26

+12.55K

0.38%

Per Stirling Capital Management, LLC.

288.19K

Mar 31, 26

+38.16K

0.38%

Hartford Financial Management Inc.

284.48K

Mar 31, 26

+15.20K

0.37%

Savant Capital, LLC

282.02K

Mar 31, 26

+43.80K

0.37%

Diversified Portfolios, Inc.

271.21K

Mar 31, 26

-13.39K

0.35%

CONDOR CAPITAL MANAGEMENT

262.26K

Mar 31, 26

+4.59K

0.34%

Allworth Financial LP

258.18K

Mar 31, 26

+45.76K

0.34%

SAGESPRING WEALTH PARTNERS, LLC

247.73K

Mar 31, 26

+26.39K

0.32%

HTG Investment Advisors, Inc.

236.88K

Mar 31, 26

+10.70K

0.31%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

234.83K

Mar 31, 26

+16.24K

0.31%

AllGen Financial Advisors, Inc.

232.78K

Mar 31, 26

-17.55K

0.30%

Helen Stephens Group, LLC

232.19K

Mar 31, 26

-123.73K

0.30%

Lido Advisors, LLC

229.53K

Mar 31, 26

-127.88K

0.30%

GOLDMAN SACHS GROUP INC

227.95K

Mar 31, 26

+213.00K

0.30%

Legacy Financial Advisors, Inc.

225.72K

Mar 31, 26

-229

0.29%

Syntegra Private Wealth Group, LLC

217.55K

Mar 31, 26

+6.23K

0.28%

PEAPACK GLADSTONE FINANCIAL CORP

211.01K

Mar 31, 26

+67.78K

0.28%

VERUS CAPITAL PARTNERS, LLC

208.14K

Mar 31, 26

+23.85K

0.27%

Private Advisor Group, LLC

207.54K

Mar 31, 26

+47.97K

0.27%

STIFEL FINANCIAL CORP

204.24K

Mar 31, 26

+13.42K

0.27%

Dodds Wealth, LLC

202.21K

Mar 31, 26

+70.65K

0.26%

Capital Analysts, LLC

199.67K

Mar 31, 26

+15.86K

0.26%

SIMON QUICK ADVISORS, LLC

199.45K

Mar 31, 26

+59.92K

0.26%

Keudell/Morrison Wealth Management

198.92K

Mar 31, 26

+26.34K

0.26%

Cornerstone Wealth Management, LLC

197.86K

Mar 31, 26

+3.05K

0.26%

Resources Investment Advisors, LLC.

192.46K

Mar 31, 26

-5.59K

0.25%

FOUNDERS FINANCIAL SECURITIES LLC

190.82K

Mar 31, 26

+30.84K

0.25%

GREAT VALLEY ADVISOR GROUP, INC.

181.67K

Mar 31, 26

+43.27K

0.24%

Oakwell Private Wealth Management, LLC

174.45K

Mar 31, 26

+5.93K

0.23%

ROYAL BANK OF CANADA

165.89K

Mar 31, 26

-18.05K

0.22%

Summit Financial Strategies, Inc.

157.49K

Mar 31, 26

+25.45K

0.21%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

156.78K

Mar 31, 26

+16.77K

0.20%

Skyline Advisors, Inc.

155.77K

Mar 31, 26

+14.91K

0.20%

Perigon Wealth Management, LLC

153.86K

Mar 31, 26

-2.38K

0.20%

RiverFront Investment Group, LLC

147.00K

Mar 31, 26

+16.86K

0.19%

Kestra Advisory Services, LLC

145.31K

Mar 31, 26

+32.28K

0.19%

CVA Family Office, LLC

144.62K

Mar 31, 26

+21.10K

0.19%

THRIVENT FINANCIAL FOR LUTHERANS

144.24K

Mar 31, 26

-3.87K

0.19%

RETIREMENT INCOME SOLUTIONS, INC

141.49K

Mar 31, 26

-881

0.18%

KEYVANTAGE WEALTH, LLC

140.51K

Mar 31, 26

+410

0.18%

CITADEL ADVISORS LLC

139.36K

Mar 31, 26

-137.37K

0.18%

AdvisorNet Financial, Inc

134.66K

Mar 31, 26

+26.42K

0.18%

CAHILL FINANCIAL ADVISORS INC

134.62K

Mar 31, 26

+25.65K

0.18%

Brio Consultants, LLC

132.93K

Mar 31, 26

+769

0.17%

Boulder Wealth Advisors, LLC

130.15K

Mar 31, 26

-23.22K

0.17%

Farther Finance Advisors, LLC

125.93K

Mar 31, 26

+85.65K

0.16%

Modern Wealth Management, LLC

119.58K

Mar 31, 26

+119.58K

0.16%

Retirement Planning Group

118.96K

Mar 31, 26

+36.30K

0.16%

PRINCIPAL SECURITIES, INC.

118.72K

Mar 31, 26

+27.06K

0.16%

TD Capital Management LLC

112.84K

Mar 31, 26

+23.11K

0.15%

WealthCare Investment Partners, LLC

110.34K

Mar 31, 26

+54.18K

0.14%

Uniting Wealth Partners, LLC

107.16K

Mar 31, 26

+107.16K

0.14%

TruWealth Advisors, LLC

104.56K

Mar 31, 26

+899

0.14%

NATIXIS ADVISORS, L.P.

104.22K

Mar 31, 26

+20.71K

0.14%

Summit Wealth Partners, LLC

104.13K

Mar 31, 26

0.14%

PARK AVENUE SECURITIES LLC

103.67K

Mar 31, 26

+26.48K

0.14%

Prime Capital Investment Advisors, LLC

103.17K

Mar 31, 26

+35.40K

0.13%

HighPoint Advisor Group LLC

102.44K

Mar 31, 26

+33.32K

0.13%

MONETA GROUP INVESTMENT ADVISORS LLC

101.77K

Mar 31, 26

+4.23K

0.13%

Private Wealth Management Group, LLC

98.15K

Mar 31, 26

+4.73K

0.13%

Shotwell Rutter Baer Inc

92.00K

Mar 31, 26

+36.52K

0.12%

Landmark Wealth Management, LLC

89.71K

Mar 31, 26

+14.67K

0.12%

Ameritas Advisory Services, LLC

89.60K

Mar 31, 26

-7.81K

0.12%

Hughes Financial Services, LLC

89.42K

Mar 31, 26

+6.49K

0.12%

BENJAMIN EDWARDS INC

88.23K

Mar 31, 26

+55.33K

0.12%

NewEdge Wealth, LLC

87.85K

Mar 31, 26

-11.94K

0.11%

New Insight Wealth Advisors

87.84K

Mar 31, 26

+39.67K

0.11%

Visionary Wealth Advisors

86.29K

Mar 31, 26

-1.55K

0.11%

LWM Advisory Services, LLC

85.35K

Mar 31, 26

-73.41K

0.11%

WASHINGTON TRUST BANK

82.92K

Mar 31, 26

-29.97K

0.11%

VICUS CAPITAL

81.71K

Mar 31, 26

+338

0.11%

Buckingham Strategic Partners

80.10K

Mar 31, 26

+75.03K

0.10%

Jacobi Capital Management LLC

79.70K

Mar 31, 26

+28.49K

0.10%

Resonant Capital Advisors, LLC

78.22K

Mar 31, 26

-2.14K

0.10%

Colony Group, LLC

77.30K

Mar 31, 26

-59.07K

0.10%

Mariner, LLC

76.55K

Mar 31, 26

+587

0.10%

Janney Montgomery Scott LLC

76.04K

Mar 31, 26

+6.71K

0.10%

Steward Partners Investment Advisory, LLC

75.63K

Mar 31, 26

+2.76K

0.10%

OLD MISSION CAPITAL LLC

75.16K

Mar 31, 26

+55.83K

0.10%

FOSTER & MOTLEY INC

72.61K

Mar 31, 26

+72.61K

0.09%

Capital Advisors Wealth Management, LLC

72.28K

Mar 31, 26

+22.31K

0.09%

Intrua Financial, LLC

71.67K

Mar 31, 26

+2.47K

0.09%

DAYMARK WEALTH PARTNERS, LLC

71.26K

Mar 31, 26

+15.51K

0.09%

Red Mountain Financial, LLC

70.71K

Mar 31, 26

+1.43K

0.09%

Independent Advisor Alliance

68.59K

Mar 31, 26

+68.59K

0.09%

Quadcap Wealth Management, LLC

67.38K

Mar 31, 26

+5.52K

0.09%

Waverly Advisors, LLC

64.54K

Mar 31, 26

+7.92K

0.08%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

63.49K

Mar 31, 26

+490

0.08%

Clark Capital Management Group, Inc.

60.69K

Mar 31, 26

+32.79K

0.08%

Opal Wealth Advisors, LLC

60.41K

Mar 31, 26

-32.18K

0.08%

5T Wealth, LLC

60.03K

Mar 31, 26

+1.94K

0.08%

Mutual Advisors, LLC

59.37K

Mar 31, 26

+1.51K

0.08%

Walkner Condon Financial Advisors LLC

58.76K

Mar 31, 26

+27.00K

0.08%

NewEdge Advisors, LLC

58.72K

Mar 31, 26

-1.11K

0.08%

Investment Planning Advisors, Inc.

58.36K

Mar 31, 26

+504

0.08%

Moss Adams Wealth Advisors LLC

56.67K

Mar 31, 26

+27.76K

0.07%

Whitegate Investment Counselors, Inc.

56.55K

Mar 31, 26

-985

0.07%

UBS Group AG

56.47K

Mar 31, 26

+32.52K

0.07%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

56.20K

Mar 31, 26

+35.45K

0.07%

Marmo Financial Group, LLC

55.40K

Mar 31, 26

-1.50K

0.07%

Cerity Partners LLC

54.48K

Mar 31, 26

+6.66K

0.07%

Prentice Wealth Management LLC

51.77K

Mar 31, 26

-21.24K

0.07%

Financial Connections Group, Inc.

51.03K

Mar 31, 26

-3.53K

0.07%

BTG Pactual Asset Management US LLC

50.37K

Mar 31, 26

+9.92K

0.07%

Galvin, Gaustad & Stein, LLC

49.42K

Mar 31, 26

-6.76K

0.06%

American Trust

48.72K

Mar 31, 26

0.06%

Stratos Wealth Partners, LTD.

48.04K

Mar 31, 26

+48.04K

0.06%

Balance Wealth, LLC

46.79K

Mar 31, 26

+8.01K

0.06%

IHT Wealth Management, LLC

46.60K

Mar 31, 26

+1.32K

0.06%

Brady Martz Wealth Solutions, LLC

46.52K

Mar 31, 26

-750

0.06%

Tower Research Capital LLC (TRC)

46.28K

Mar 31, 26

-111.94K

0.06%

Golden State Equity Partners

45.49K

Mar 31, 26

+32.09K

0.06%

FIFTH THIRD BANCORP

42.89K

Mar 31, 26

+41.69K

0.06%

NFP Retirement, Inc.

42.81K

Mar 31, 26

+1.02K

0.06%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

42.60K

Mar 31, 26

+7.36K

0.06%

Robertson Stephens Wealth Management, LLC

42.38K

Mar 31, 26

+6.20K

0.06%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

41.78K

Mar 31, 26

-17.14K

0.05%

Bernardo Wealth Planning LLC

41.64K

Mar 31, 26

+5.91K

0.05%

United Advisor Group, LLC

40.97K

Mar 31, 26

+9.63K

0.05%

GFS Advisors, LLC

40.60K

Mar 31, 26

0.05%

Principle Wealth Partners LLC

40.15K

Mar 31, 26

0.05%

Compass Ion Advisors, LLC

38.94K

Mar 31, 26

+38.94K

0.05%

Sanctuary Advisors, LLC

37.86K

Mar 31, 26

+4.51K

0.05%

McAdam, LLC

37.30K

Mar 31, 26

-2.62K

0.05%

49 WEALTH MANAGEMENT, LLC

36.89K

Mar 31, 26

+1.26K

0.05%

WESBANCO BANK INC

36.10K

Mar 31, 26

+21.77K

0.05%

MBM Wealth Consultants, LLC

35.98K

Mar 31, 26

-1.55K

0.05%

LEVEL FOUR ADVISORY SERVICES, LLC

35.49K

Mar 31, 26

+1.21K

0.05%

Golden State Wealth Management, LLC

33.46K

Mar 31, 26

+1.57K

0.04%

Advisory Services Network, LLC

33.01K

Mar 31, 26

+265

0.04%

Pine Valley Investments Ltd Liability Co

32.65K

Mar 31, 26

+3.31K

0.04%

Philip James Wealth Mangement, LLC

32.20K

Mar 31, 26

-4.13K

0.04%

Rice Partnership, LLC

31.97K

Mar 31, 26

+31.97K

0.04%

Impact Investors, Inc

31.41K

Mar 31, 26

-1.09K

0.04%

Sterling Investment Advisors, Ltd.

30.80K

Mar 31, 26

+14.80K

0.04%

NBT BANK N A /NY

30.76K

Mar 31, 26

0.04%

Eqis Capital Management, Inc.

30.73K

Mar 31, 26

+1.16K

0.04%

Seascape Capital Management

30.50K

Mar 31, 26

+14.50K

0.04%

BKA Wealth Consulting, Inc.

30.20K

Mar 31, 26

+1.57K

0.04%

Marshall Financial Group LLC

30.09K

Mar 31, 26

0.04%

Kooman & Associates

29.91K

Mar 31, 26

-1.84K

0.04%

Inscription Capital, LLC

29.72K

Mar 31, 26

+88

0.04%

Vise Technologies, Inc.

29.68K

Mar 31, 26

0.04%

Beaumont Financial Advisors, LLC

29.29K

Mar 31, 26

-527

0.04%

Baird Financial Group, Inc.

29.08K

Mar 31, 26

+4.96K

0.04%

RENAISSANCE TECHNOLOGIES LLC

28.60K

Mar 31, 26

-57.20K

0.04%

Concurrent Investment Advisors, LLC

28.09K

Mar 31, 26

+20.95K

0.04%

Beta Wealth Group, Inc.

27.62K

Mar 31, 26

+419

0.04%

TBH Global Asset Management, LLC

27.53K

Mar 31, 26

-325.15K

0.04%

Wealth Alliance

27.23K

Mar 31, 26

+14.73K

0.04%

Synergy Investment Management, LLC

26.27K

Mar 31, 26

+4.63K

0.03%

CROBAN

25.88K

Mar 31, 26

+9.34K

0.03%

HARBOUR INVESTMENTS, INC.

25.48K

Mar 31, 26

+24.03K

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

25.47K

Mar 31, 26

+741

0.03%

Dorsey & Whitney Trust CO LLC

25.29K

Mar 31, 26

+3.65K

0.03%

Cyr Financial Inc.

25.25K

Mar 31, 26

+3.38K

0.03%

Tandem Financial, LLC

25.19K

Mar 31, 26

+25.19K

0.03%

Linscomb & Williams, Inc.

24.91K

Mar 31, 26

+24.91K

0.03%

FAS Wealth Partners, Inc.

24.83K

Mar 31, 26

+533

0.03%

Advyzon Investment Management, LLC

24.77K

Mar 31, 26

+9.07K

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

24.64K

Mar 31, 26

+23.36K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

24.59K

Mar 31, 26

+24.59K

0.03%

PRIVATE TRUST CO NA

24.52K

Mar 31, 26

+9.73K

0.03%

Rossby Financial, LCC

23.75K

Mar 31, 26

+23.75K

0.03%

Forum Private Client Group LLC

23.59K

Mar 31, 26

+4.28K

0.03%

IFP Advisors, Inc

22.97K

Mar 31, 26

+2.81K

0.03%

Sand Hill Global Advisors, LLC

22.70K

Mar 31, 26

-2.67K

0.03%

NWF Advisory Services Inc.

22.35K

Mar 31, 26

-1.97K

0.03%

VISTA INVESTMENT MANAGEMENT

22.34K

Mar 31, 26

0.03%

FF Advisors,LLC

22.10K

Mar 31, 26

+22.10K

0.03%

Prospera Financial Services Inc

21.55K

Mar 31, 26

+3.90K

0.03%

Leo Wealth, LLC

21.31K

Mar 31, 26

+4.89K

0.03%

WealthPlan Investment Management, LLC

21.00K

Mar 31, 26

+9.56K

0.03%

VestGen Advisors, LLC

20.77K

Mar 31, 26

-966

0.03%

Envestnet Portfolio Solutions, Inc.

20.63K

Mar 31, 26

+6.61K

0.03%

PLANNING DIRECTIONS INC

20.07K

Mar 31, 26

+177

0.03%

High Net Worth Advisory Group LLC

20.00K

Mar 31, 26

-47

0.03%

CHOREO, LLC

19.88K

Mar 31, 26

+6.34K

0.03%

Apollon Financial, LLC

19.73K

Mar 31, 26

-1.49K

0.03%

BCGM Wealth Management, LLC

19.18K

Mar 31, 26

+88

0.03%

Collaborative Wealth Managment Inc.

19.10K

Mar 31, 26

-145

0.02%

Creative Planning

18.74K

Mar 31, 26

+9.61K

0.02%

WCG Wealth Advisors LLC

18.47K

Mar 31, 26

+18.47K

0.02%

Brookwood Investment Group LLC

18.34K

Mar 31, 26

-228

0.02%

Compass Wealth Management, LLC/GA

18.14K

Mar 31, 26

-38

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

17.82K

Mar 31, 26

-46

0.02%

SouthState Corp

17.36K

Mar 31, 26

0.02%

Zhang Financial LLC

17.23K

Mar 31, 26

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

17.19K

Mar 31, 26

-441

0.02%

Savvy Advisors, Inc.

17.18K

Mar 31, 26

+190

0.02%

Arkadios Wealth Advisors

16.82K

Mar 31, 26

+384

0.02%

Bleakley Financial Group, LLC

16.79K

Mar 31, 26

-4.65K

0.02%

Sigma Planning Corp

16.34K

Mar 31, 26

+1.66K

0.02%

Kingsview Wealth Management, LLC

16.25K

Mar 31, 26

-5.55K

0.02%

Sequent Planning LLC

16.19K

Mar 31, 26

+8.23K

0.02%

Evergreen Wealth Solutions, LLC

16.01K

Mar 31, 26

+2.68K

0.02%

Arbor Investment Advisors, LLC

15.72K

Mar 31, 26

0.02%

Aptus Capital Advisors, LLC

14.71K

Mar 31, 26

-4.64K

0.02%

Financial Strategies Group, Inc.

14.65K

Mar 31, 26

-25

0.02%

D'Orazio & Associates, Inc.

14.60K

Mar 31, 26

+285

0.02%

Prosperity Consulting Group, LLC

14.58K

Mar 31, 26

0.02%

Western Wealth Management, LLC

13.92K

Mar 31, 26

+2.48K

0.02%

Peterson Wealth Advisors, LLC

13.84K

Mar 31, 26

-9

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

13.63K

Mar 31, 26

-657

0.02%

Pure Financial Advisors, LLC

13.40K

Mar 31, 26

0.02%

Lifestyle Asset Management, Inc.

13.07K

Mar 31, 26

+1.23K

0.02%

Barnes Wealth Management Group, Inc

12.96K

Mar 31, 26

+96

0.02%

OPPENHEIMER & CO INC

12.90K

Mar 31, 26

+1.27K

0.02%

Family Investment Center, Inc.

12.90K

Mar 31, 26

+1.20K

0.02%

Crews Bank & Trust

12.76K

Mar 31, 26

-67

0.02%

Parallel Advisors, LLC

12.62K

Mar 31, 26

+7.90K

0.02%

Centerline Wealth Advisors, LLC

12.53K

Mar 31, 26

-2.69K

0.02%

DRIVE WEALTH MANAGEMENT, LLC

11.99K

Mar 31, 26

+2.19K

0.02%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

11.71K

Mar 31, 26

0.02%

Atria Investments, Inc

11.40K

Mar 31, 26

+298

0.01%

Beacon Pointe Advisors, LLC

11.34K

Mar 31, 26

+860

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

11.31K

Mar 31, 26

-566.50K

0.01%

HICKS CAPITAL MANAGEMENT LLC

11.09K

Mar 31, 26

+11.09K

0.01%

Avestar Capital, LLC

11.02K

Mar 31, 26

+11.02K

0.01%

Milestone Investment Advisors LLC

10.90K

Mar 31, 26

+295

0.01%

Cedar Point Capital Partners, LLC

10.69K

Mar 31, 26

-44.82K

0.01%

SWMG, LLC

10.51K

Mar 31, 26

-395

0.01%

Gateway Wealth Partners, LLC

10.49K

Mar 31, 26

+10.49K

0.01%

GGM Financials LLC

10.31K

Mar 31, 26

+573

0.01%

NORTHERN TRUST CORP

10.26K

Mar 31, 26

0.01%

Vawter Financial, Ltd.

10.07K

Mar 31, 26

-398

0.01%

INSIGNEO ADVISORY SERVICES, LLC

9.95K

Mar 31, 26

-174

0.01%

OPTIMA CAPITAL LLC

9.89K

Mar 31, 26

+1.55K

0.01%

Conrad Siegel Investment Advisors, Inc.

9.88K

Mar 31, 26

+1.76K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

9.79K

Mar 31, 26

+9.79K

0.01%

Mason & Associates Inc

9.36K

Mar 31, 26

+215

0.01%

LeClair Wealth Partners LLC

9.30K

Mar 31, 26

+9.30K

0.01%

Boyd Wealth Management, LLC

9.26K

Mar 31, 26

+9.26K

0.01%

NICOLET BANKSHARES INC

9.00K

Mar 31, 26

+9.00K

0.01%

Axis Wealth Partners, LLC

8.95K

Mar 31, 26

+1.73K

0.01%

SAXON INTERESTS, INC.

8.89K

Mar 31, 26

0.01%

UNIQUE WEALTH, LLC

8.82K

Mar 31, 26

-11.48K

0.01%

Arlington Financial Advisors, LLC

8.75K

Mar 31, 26

+1.76K

0.01%

Global Financial Private Client, LLC

8.69K

Mar 31, 26

-100

0.01%

QUADRANT CAPITAL GROUP LLC

8.61K

Mar 31, 26

0.01%

CALTON & ASSOCIATES, INC.

8.54K

Mar 31, 26

0.01%

NCM Capital Management, LLC

8.50K

Mar 31, 26

+8.50K

0.01%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.46K

Mar 31, 26

-250

0.01%

Crane Advisory, LLC

8.35K

Mar 31, 26

+171

0.01%

Global Wealth Management Investment Advisory, Inc.

8.00K

Mar 31, 26

+8.00K

0.01%

PDS Planning, Inc

7.94K

Mar 31, 26

-700

0.01%

Investor's Fiduciary Advisor Network, LLC

7.87K

Mar 31, 26

+7.87K

0.01%

W.H. Cornerstone Investments Inc.

7.63K

Mar 31, 26

0.01%

D.A. DAVIDSON & CO.

7.61K

Mar 31, 26

+944

0.01%

MERCER GLOBAL ADVISORS INC /ADV

7.53K

Mar 31, 26

+7.53K

0.01%

Lionshead Wealth Management, LLC

7.34K

Mar 31, 26

+429

0.01%

Wealthspire Advisors, LLC

7.15K

Mar 31, 26

-150

0.01%

BOSTON FAMILY OFFICE LLC

6.96K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

6.91K

Mar 31, 26

+653

0.01%

Meridian Financial, LLC

6.89K

Mar 31, 26

0.01%

Bond & Devick Financial Network, Inc.

6.84K

Mar 31, 26

+24

0.01%

Evercore Wealth Management, LLC

6.79K

Mar 31, 26

0.01%

SIERRA OCEAN, LLC

6.30K

Mar 31, 26

+56

0.01%

BLAIR WILLIAM & CO/IL

6.25K

Mar 31, 26

-4.09K

0.01%

Stirlingshire Investments, Inc.

6.23K

Mar 31, 26

0.01%

Essex Financial Services, Inc.

5.97K

Mar 31, 26

-100

0.01%

Goodwin Investment Advisory

5.91K

Mar 31, 26

+115

0.01%

Signature Wealth Management Group

5.79K

Mar 31, 26

+5.79K

0.01%

Gryphon Financial Partners LLC

5.68K

Mar 31, 26

-75

0.01%

INTEGRITY WEALTH ADVISORS, INC.

5.67K

Mar 31, 26

+1.28K

0.01%

HOWARD WEALTH MANAGEMENT, LLC

5.63K

Mar 31, 26

+375

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.62K

Mar 31, 26

+5.62K

0.01%

Alpha Financial Partners, LLC

5.61K

Mar 31, 26

+41

0.01%

Firestone Capital Management

5.56K

Mar 31, 26

-475

0.01%

KFA Private Wealth Group, LLC

5.48K

Mar 31, 26

-348

0.01%

Financial Partners Group, Inc

5.47K

Mar 31, 26

+32

0.01%

Ashton Thomas Private Wealth, LLC

5.26K

Mar 31, 26

+38

0.01%

Stone Point Wealth LLC

5.26K

Mar 31, 26

-120

0.01%

StrongBox Wealth, LLC

5.18K

Mar 31, 26

-12.96K

0.01%

Madison Wealth Partners, Inc

5.10K

Mar 31, 26

+16

0.01%

USAdvisors Wealth Management, LLC

5.08K

Mar 31, 26

+82

0.01%

Geneos Wealth Management Inc.

5.04K

Mar 31, 26

0.01%

One Capital Management, LLC

5.02K

Mar 31, 26

-621

0.01%

LAKE STREET FINANCIAL LLC

5.00K

Mar 31, 26

+5.00K

0.01%

CHARTER RESEARCH & INVESTMENT GROUP, INC.

5.00K

Mar 31, 26

+12

0.01%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

4.92K

Mar 31, 26

+230

0.01%

STEPHENS INC /AR/

4.87K

Mar 31, 26

0.01%

AE Wealth Management LLC

4.84K

Mar 31, 26

+1.65K

0.01%

XTX Topco Ltd

4.80K

Mar 31, 26

+4.80K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

4.73K

Mar 31, 26

-175

0.01%

U.S. Capital Wealth Advisors, LLC

4.70K

Mar 31, 26

-2.53K

0.01%

Millington Financial Advisors, LLC

4.70K

Mar 31, 26

0.01%

Chicago Partners Investment Group LLC

4.68K

Mar 31, 26

0.01%

FMR LLC

4.60K

Mar 31, 26

+3.97K

0.01%

Signature Wealth Management Partners, LLC

4.58K

Mar 31, 26

0.01%

Buck Wealth Strategies, LLC

4.58K

Mar 31, 26

0.01%

SUMMIT WEALTH GROUP LLC / CO

4.57K

Mar 31, 26

0.01%

FRANKLIN RESOURCES INC

4.52K

Mar 31, 26

+3.56K

0.01%

MGO ONE SEVEN LLC

4.47K

Mar 31, 26

+200

0.01%

Roberts Wealth Advisors, LLC

4.39K

Mar 31, 26

+4.39K

0.01%

Northwest Financial Advisors

4.38K

Mar 31, 26

+4.38K

0.01%

C M BIDWELL & ASSOCIATES LTD

4.34K

Mar 31, 26

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

4.31K

Mar 31, 26

0.01%

Cyndeo Wealth Partners, LLC

4.23K

Mar 31, 26

-33.97K

0.01%

US BANCORP \DE\

4.23K

Mar 31, 26

-5.50K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

4.20K

Mar 31, 26

+4.20K

0.01%

SRS Capital Advisors, Inc.

4.05K

Mar 31, 26

-22.70K

0.01%

Vanguard National Trust Co

3.89K

Mar 31, 26

+3.89K

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

3.86K

Mar 31, 26

+1.38K

0.01%

TRUST CO OF TOLEDO NA /OH/

3.27K

Mar 31, 26

+1.08K

0.00%

BOKF, NA

3.13K

Mar 31, 26

-1.72K

0.00%

Root Financial Partners, LLC

2.69K

Mar 31, 26

-14

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.58K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

2.37K

Mar 31, 26

+59

0.00%

Cassaday & Co Wealth Management LLC

2.18K

Mar 31, 26

+2.18K

0.00%

MB, LEVIS & ASSOCIATES, LLC

2.03K

Mar 31, 26

+16

0.00%

Smartleaf Asset Management LLC

1.61K

Mar 31, 26

+1.50K

0.00%

Legacy Wealth Managment, LLC/ID

1.27K

Mar 31, 26

+958

0.00%

HAZLETT, BURT & WATSON, INC.

1.09K

Mar 31, 26

+10

0.00%

Burk Holdings LLC

988

Mar 31, 26

+988

0.00%

Lavaca Capital LLC

959

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

873

Mar 31, 26

0.00%

Goodman Advisory Group, LLC

728

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

709

Mar 31, 26

-137

0.00%

BROWN BROTHERS HARRIMAN & CO

668

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

500

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

426

Mar 31, 26

-454

0.00%

DecisionPoint Financial, LLC

420

Mar 31, 26

+420

0.00%

Lloyd Advisory Services, LLC.

399

Mar 31, 26

+399

0.00%

Kingdom Financial Group LLC.

399

Mar 31, 26

0.00%

Fourth Dimension Wealth, LLC

309

Mar 31, 26

0.00%

Millstone Evans Group, LLC

296

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

279

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

240

Mar 31, 26

0.00%

Colonial Trust Co / SC

211

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

200

Mar 31, 26

+200

0.00%

NBC SECURITIES, INC.

194

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

149

Mar 31, 26

+149

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

148

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

147

Mar 31, 26

-5.38K

0.00%

Axiom Investment Management LLC

132

Mar 31, 26

+132

0.00%

Wealth Preservation Advisors, LLC

127

Mar 31, 26

0.00%

Imprint Wealth LLC

Mar 31, 26

0.00%

Quent Capital, LLC

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-30.52K

Leading Edge Financial Planning LLC

Mar 31, 26

-5.80K

HRT FINANCIAL LP

Mar 31, 26

-7.18K

Sivia Capital Partners, LLC

Mar 31, 26

-4.16K

Westwood Wealth Management

Mar 31, 26

-6.91K

WBH ADVISORY INC

Mar 31, 26

-10.91K

Cape Investment Advisory, Inc.

Mar 31, 26

-154

TFB Advisors LLC

Mar 31, 26

-4.49K

Archer Investment Corp

Mar 31, 26

-867

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-2.65K

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

-53

PUREfi Wealth, LLC

Mar 31, 26

-4.30K

Diversify Advisory Services, LLC

Mar 31, 26

-28.45K

Concorde Asset Management, LLC

Mar 31, 26

-8.33K

Cranbrook Wealth Management, LLC

Mar 31, 26

-2.97K

Financial Gravity Asset Management, Inc.

Mar 31, 26

-565

Berger Financial Group, Inc

Mar 31, 26

-26.84K

Ronald Blue Trust, Inc.

Mar 31, 26

-1.20K

Elequin Securities, LLC

Mar 31, 26

-17.31K

Clear Point Advisors Inc.

Mar 31, 26

-11.71K

Facet Wealth, Inc.

Mar 31, 26

-12.83K

True North Advisors, LLC

Mar 31, 26

-6.52K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-87.71K

FIRST HORIZON CORP

Mar 31, 26

-6.31K

Leslie Global Wealth, LLC

Mar 31, 26

-11.01K

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-1.51K

SYM FINANCIAL Corp

Mar 31, 26

-50

StoneX Group Inc.

Mar 31, 26

-74.28K

Stephens Consulting, LLC

372.93K

Dec 31, 25

+2.58K

0.49%

AllGen Financial Advisors, Inc.

250.34K

Dec 31, 25

+19.15K

0.33%

MidWestOne Financial Group, Inc.

44.53K

Dec 31, 25

+40.49K

0.06%

COMERICA BANK

35.60K

Dec 31, 25

+28.86K

0.05%

ORG Partners LLC

14.49K

Dec 31, 25

+6.29K

0.02%

Global Retirement Partners, LLC

6.77K

Dec 31, 25

+6.04K

0.01%

Bowman & Co S.C.

6.55K

Dec 31, 25

+1.26K

0.01%

SageView Advisory Group, LLC

6.46K

Dec 31, 25

+67

0.01%

CIBC Private Wealth Group, LLC

1.17K

Dec 31, 25

+1.09K

0.00%

McCarthy & Cox

Dec 31, 25

-15.52K

LM Advisors LLC

Dec 31, 25

-4.60K

Shorepoint Capital Partners LLC

140.64K

Sep 30, 25

+140.64K

0.18%

Apexium Financial, LP

126.61K

Sep 30, 25

+117

0.17%

Obsidian Personal Planning Solutions LLC

76.13K

Sep 30, 25

+7.19K

0.10%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

12.13K

Sep 30, 25

+12.13K

0.02%

OAK HILL WEALTH ADVISORS, LLC

6.42K

Sep 30, 25

-29

0.01%

Masso Torrence Wealth Management Inc.

6.00K

Sep 30, 25

0.01%

West Oak Capital, LLC

Sep 30, 25

-4.70K

AVANTAX ADVISORY SERVICES, INC.

897.84K

Jun 30, 25

+862.47K

1.17%

Martin Worley Group

144.92K

Jun 30, 25

-6.13K

0.19%

OLYMPUS WEALTH MANAGEMENT, LLC

117.15K

Jun 30, 25

+3.20K

0.15%

First Horizon Advisors, Inc.

52.34K

Jun 30, 25

+379

0.07%

Congress Wealth Management LLC / DE /

42.34K

Jun 30, 25

-978

0.06%

Summit X, LLC

26.26K

Jun 30, 25

-1.01K

0.03%

Good Life Advisors, LLC

20.99K

Jun 30, 25

-35

0.03%

Blue Investment Partners LLC

4.95K

Jun 30, 25

+451

0.01%

Financial Gravity Companies, Inc.

565

Jun 30, 25

+565

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-7.07K

Orion Portfolio Solutions, LLC

648.64K

Mar 31, 25

+648.64K

0.85%

Marcum Wealth, LLC

315.77K

Mar 31, 25

-17.62K

0.41%

Aveo Capital Partners, LLC

160.85K

Mar 31, 25

-95.23K

0.21%

Morningstar Investment Services LLC

28.12K

Mar 31, 25

-23.50K

0.04%

Transform Wealth, LLC

4.80K

Mar 31, 25

0.01%

Riggs Capital Management LLC

34.14K

Dec 31, 24

+34.14K

0.04%

PRIVATE CAPITAL MANAGEMENT LLC

14.27K

Dec 31, 24

+9.33K

0.02%

SignalPoint Asset Management, LLC

7.44K

Dec 31, 24

0.01%

Raymond James Financial Services Advisors, Inc.

914.79K

Sep 30, 24

+61.31K

1.19%

RAYMOND JAMES & ASSOCIATES

404.25K

Sep 30, 24

+115.69K

0.53%

Platte River Wealth Advisors, LLC

150.72K

Sep 30, 24

+7.88K

0.20%

FinTrust Capital Advisors, LLC

14.19K

Sep 30, 24

+13.08K

0.02%

RAYMOND JAMES TRUST N.A.

5.32K

Sep 30, 24

+5.32K

0.01%

Carmichael Hill & Associates, Inc.

1.37K

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

15.92K

Jun 30, 24

-10

0.02%

Gratus Capital LLC

14.01K

Jun 30, 24

+7.00K

0.02%

ICA Group Wealth Management, LLC

1.17K

Jun 30, 24

+450

0.00%

Atlas Private Wealth Management

115.80K

Mar 31, 24

+5.86K

0.15%

Cetera Advisor Networks LLC

40.68K

Mar 31, 24

+10.81K

0.05%

Cetera Advisors LLC

29.15K

Mar 31, 24

+7.37K

0.04%

InterOcean Capital Group, LLC

4.83K

Mar 31, 24

+4.83K

0.01%

Bartlett & Co. LLC

24.43K

Dec 31, 23

+24.43K

0.03%

StrategIQ Financial Group, LLC

14.18K

Dec 31, 23

+14.18K

0.02%

3D/L Capital Management, LLC

50.94K

Sep 30, 23

+50.94K

0.07%

MCMILLION CAPITAL MANAGEMENT INC

14.72K

Jun 30, 23

0.02%

Beaumont Financial Partners, LLC

55.66K

Sep 30, 22

-4.15K

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

728

Dec 31, 19

0.00%

BB&T SECURITIES, LLC

5.21K

Sep 30, 19

+5.21K

0.01%