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MBB(MBB)

MBB

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Holder

Date

Change

% Held

TRUIST FINANCIAL CORP

5.78M

Mar 31, 26

+1.84M

1.41%

Miracle Mile Advisors, LLC

2.02M

Mar 31, 26

+227.77K

0.49%

Envestnet Portfolio Solutions, Inc.

1.93M

Mar 31, 26

-72.57K

0.47%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

1.91M

Mar 31, 26

+847.51K

0.47%

Richard Bernstein Advisors LLC

1.65M

Mar 31, 26

+1.65M

0.40%

Quotient Wealth Partners, LLC

1.63M

Mar 31, 26

+253.79K

0.40%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

1.46M

Mar 31, 26

+1.46M

0.36%

Janney Montgomery Scott LLC

1.46M

Mar 31, 26

+111.46K

0.36%

Merit Financial Group, LLC

1.36M

Mar 31, 26

+92.54K

0.33%

PARK AVENUE SECURITIES LLC

1.33M

Mar 31, 26

+7.35K

0.32%

Ronald Blue Trust, Inc.

1.01M

Mar 31, 26

-294.98K

0.25%

NOTTINGHAM ADVISORS, INC.

795.25K

Mar 31, 26

+114.88K

0.19%

EXCHANGE TRADED CONCEPTS, LLC

735.53K

Mar 31, 26

+47.36K

0.18%

COMMONWEALTH EQUITY SERVICES, LLC

687.58K

Mar 31, 26

+11.81K

0.17%

Sumitomo Mitsui Trust Holdings, Inc.

685.59K

Mar 31, 26

+46.94K

0.17%

Klaas Financial Asset Advisors, LLC

674.59K

Mar 31, 26

+667.16K

0.16%

Willis Johnson & Associates, Inc.

613.30K

Mar 31, 26

+7.87K

0.15%

ROCKLAND TRUST CO

604.60K

Mar 31, 26

+14.08K

0.15%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

561.65K

Mar 31, 26

+348.20K

0.14%

Ohio National Investments, Inc.

495.92K

Mar 31, 26

0.12%

Cambridge Investment Research Advisors, Inc.

457.56K

Mar 31, 26

+49.10K

0.11%

Wright Fund Management, LLC

442.21K

Mar 31, 26

+17.87K

0.11%

THRIVENT FINANCIAL FOR LUTHERANS

435.57K

Mar 31, 26

-13.09K

0.11%

ST GERMAIN D J CO INC

418.23K

Mar 31, 26

+24.75K

0.10%

Stockman Wealth Management, Inc.

397.52K

Mar 31, 26

-152.21K

0.10%

Bangor Savings Bank

393.45K

Mar 31, 26

+14.63K

0.10%

CONNING INC.

387.67K

Mar 31, 26

0.09%

Northside Capital Management, LLC

371.56K

Mar 31, 26

+79.20K

0.09%

CABOT WEALTH MANAGEMENT INC

351.17K

Mar 31, 26

+15.94K

0.09%

Parkside Investments, LLC

350.29K

Mar 31, 26

+5.47K

0.09%

JB Capital LLC

333.02K

Mar 31, 26

+14.54K

0.08%

CONFLUENCE INVESTMENT MANAGEMENT LLC

332.93K

Mar 31, 26

-11.76K

0.08%

Brookstone Capital Management

315.81K

Mar 31, 26

+7.39K

0.08%

Carnegie Capital Asset Management, LLC

256.68K

Mar 31, 26

+4.00K

0.06%

Kelman-Lazarov, Inc.

249.96K

Mar 31, 26

+5.61K

0.06%

JACOBSON & SCHMITT ADVISORS, LLC

249.33K

Mar 31, 26

+20.28K

0.06%

Horst & Graben Wealth Management LLC

236.18K

Mar 31, 26

+9.21K

0.06%

Wealthcare Advisory Partners LLC

235.77K

Mar 31, 26

+75.19K

0.06%

COURIER CAPITAL LLC

233.97K

Mar 31, 26

+15.54K

0.06%

Private Advisor Group, LLC

230.58K

Mar 31, 26

-6.18K

0.06%

ARVEST INVESTMENTS, INC.

219.86K

Mar 31, 26

-5.99K

0.05%

Banque Cantonale Vaudoise

216.00K

Mar 31, 26

-35.00K

0.05%

Triad Wealth Partners, LLC

214.83K

Mar 31, 26

+63.83K

0.05%

Vise Technologies, Inc.

207.51K

Mar 31, 26

0.05%

Sharkey, Howes & Javer

204.18K

Mar 31, 26

+7.63K

0.05%

MANNING & NAPIER ADVISORS LLC

195.08K

Mar 31, 26

-28.75K

0.05%

RKL Wealth Management LLC

190.28K

Mar 31, 26

-14.99K

0.05%

CFS Investment Advisory Services, LLC

186.21K

Mar 31, 26

-1.30K

0.05%

KEYBANK NATIONAL ASSOCIATION/OH

178.13K

Mar 31, 26

-2.59K

0.04%

McKinley Carter Wealth Services, Inc.

176.22K

Mar 31, 26

+104.47K

0.04%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

175.12K

Mar 31, 26

+26.91K

0.04%

FIFTH THIRD BANCORP

171.87K

Mar 31, 26

+170.40K

0.04%

BlueSky Wealth Advisors, LLC

165.54K

Mar 31, 26

+165.54K

0.04%

Smith, Salley & Associates

164.66K

Mar 31, 26

+9.93K

0.04%

Heck Capital Advisors, LLC

160.00K

Mar 31, 26

-3.53K

0.04%

FARMERS & MERCHANTS INVESTMENTS INC

145.74K

Mar 31, 26

+20.27K

0.04%

Impact Partnership Wealth, LLC

143.46K

Mar 31, 26

+58.58K

0.04%

Bernardo Wealth Planning LLC

141.94K

Mar 31, 26

+5.62K

0.03%

Stone House Investment Management, LLC

140.90K

Mar 31, 26

+5.56K

0.03%

Cornerstone Management, Inc.

138.93K

Mar 31, 26

+9.54K

0.03%

iA Global Asset Management Inc.

135.00K

Mar 31, 26

+135.00K

0.03%

Spectrum Investment Advisors, Inc.

134.51K

Mar 31, 26

+7.49K

0.03%

Boltwood Capital Management

134.44K

Mar 31, 26

+3.76K

0.03%

Resona Asset Management Co.,Ltd.

128.83K

Mar 31, 26

+63.70K

0.03%

One Wealth Advisors, LLC

126.15K

Mar 31, 26

+3.45K

0.03%

Kelly Financial Services LLC

118.18K

Mar 31, 26

+7.72K

0.03%

Perigon Wealth Management, LLC

118.05K

Mar 31, 26

-2.03K

0.03%

FDx Advisors, Inc.

117.93K

Mar 31, 26

+3.45K

0.03%

AAFMAA Wealth Management & Trust LLC

115.78K

Mar 31, 26

-2.71K

0.03%

Farther Finance Advisors, LLC

113.33K

Mar 31, 26

-5.52K

0.03%

Shelter Mutual Insurance Co

113.21K

Mar 31, 26

+3.64K

0.03%

Pensionmark Financial Group, LLC

110.92K

Mar 31, 26

-1.96K

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

106.03K

Mar 31, 26

+88.15K

0.03%

Pictet Asset Management Holding SA

106.00K

Mar 31, 26

0.03%

Kestra Advisory Services, LLC

105.76K

Mar 31, 26

-52.41K

0.03%

TSA Wealth Managment LLC

103.24K

Mar 31, 26

+6.30K

0.03%

FOSTER & MOTLEY INC

102.18K

Mar 31, 26

-1.19K

0.02%

Mount Yale Investment Advisors, LLC

100.54K

Mar 31, 26

+60.79K

0.02%

BEACON FINANCIAL GROUP

91.45K

Mar 31, 26

+6.51K

0.02%

Snider Financial Group

83.68K

Mar 31, 26

+5.57K

0.02%

Blankinship & Foster, LLC

82.53K

Mar 31, 26

+825

0.02%

PAX Financial Group, LLC

82.44K

Mar 31, 26

+2.29K

0.02%

Concurrent Investment Advisors, LLC

80.96K

Mar 31, 26

+21.15K

0.02%

Darwin Wealth Management, LLC

80.93K

Mar 31, 26

+80.93K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

75.07K

Mar 31, 26

-566

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

73.40K

Mar 31, 26

+32.89K

0.02%

QUATTRO FINANCIAL ADVISORS LLC

71.59K

Mar 31, 26

+1.69K

0.02%

Archford Capital Strategies, LLC

71.41K

Mar 31, 26

+9.47K

0.02%

Bay Harbor Wealth Management, LLC

70.45K

Mar 31, 26

+1.60K

0.02%

Pettinga Financial Advisors, LLC

68.11K

Mar 31, 26

+3.14K

0.02%

SAX WEALTH ADVISORS, LLC

67.53K

Mar 31, 26

0.02%

Sovran Advisors, LLC

65.24K

Mar 31, 26

+21.05K

0.02%

Winthrop Capital Management, LLC

64.46K

Mar 31, 26

-607

0.02%

Cobblestone Asset Management LLC

63.84K

Mar 31, 26

+2.75K

0.02%

Signal Advisors Wealth, LLC

63.39K

Mar 31, 26

+8.55K

0.02%

Belpointe Asset Management LLC

62.56K

Mar 31, 26

+3.15K

0.02%

SigFig Wealth Management, LLC

62.26K

Mar 31, 26

+2.58K

0.02%

McNaughton Wealth Management, LLC

61.60K

Mar 31, 26

+1.58K

0.02%

True Vision MN LLC

60.40K

Mar 31, 26

+8.73K

0.01%

MMA ASSET MANAGEMENT LLC

59.37K

Mar 31, 26

+20.84K

0.01%

VOISARD ASSET MANAGEMENT GROUP, INC.

58.74K

Mar 31, 26

-95.41K

0.01%

WBH ADVISORY INC

57.48K

Mar 31, 26

-13.30K

0.01%

JMAC ENTERPRISES LLC

57.17K

Mar 31, 26

+976

0.01%

Cypress Wealth Services, LLC

56.84K

Mar 31, 26

+4.63K

0.01%

Mayflower Financial Advisors, LLC

55.05K

Mar 31, 26

+3.54K

0.01%

Essential Planning, LLC.

51.59K

Mar 31, 26

-1.84K

0.01%

CLIENT 1ST ADVISORY GROUP, LLC

50.94K

Mar 31, 26

+4.02K

0.01%

Patriot Financial Group Insurance Agency, LLC

50.23K

Mar 31, 26

+25.93K

0.01%

Columbus Macro, LLC

48.84K

Mar 31, 26

-13.91K

0.01%

Traveka Wealth, LLC

48.80K

Mar 31, 26

+27.73K

0.01%

OPPENHEIMER ASSET MANAGEMENT INC.

48.79K

Mar 31, 26

+1.26K

0.01%

Simplicity Wealth,LLC

48.65K

Mar 31, 26

+4.06K

0.01%

Monument Capital Management

47.81K

Mar 31, 26

-2.41K

0.01%

Apollon Wealth Management, LLC

45.99K

Mar 31, 26

+2.64K

0.01%

WealthShield Partners, LLC

44.77K

Mar 31, 26

+1.92K

0.01%

Insight Wealth Strategies, LLC

44.64K

Mar 31, 26

+3.02K

0.01%

Csenge Advisory Group

43.65K

Mar 31, 26

+1.32K

0.01%

Focus Financial Network, Inc.

43.11K

Mar 31, 26

-678

0.01%

UNIVEST FINANCIAL Corp

42.81K

Mar 31, 26

+5.02K

0.01%

Bigelow Investment Advisors, LLC

42.36K

Mar 31, 26

+4.96K

0.01%

Integrated Advisors Network LLC

41.40K

Mar 31, 26

-4.11K

0.01%

Brucke Financial, Inc.

39.26K

Mar 31, 26

+39.26K

0.01%

Intrua Financial, LLC

37.20K

Mar 31, 26

+20.35K

0.01%

WESPAC Advisors SoCal, LLC

36.99K

Mar 31, 26

+36.99K

0.01%

Range Financial Group LLC

36.98K

Mar 31, 26

+2.33K

0.01%

JGP Wealth Management, LLC

36.82K

Mar 31, 26

-1.47K

0.01%

CITIZENS & NORTHERN CORP

36.66K

Mar 31, 26

+1.31K

0.01%

NAPLES GLOBAL ADVISORS, LLC

36.52K

Mar 31, 26

+3.81K

0.01%

Fermata Advisors, LLC

36.08K

Mar 31, 26

-3.92K

0.01%

Sachetta, LLC

35.93K

Mar 31, 26

+397

0.01%

5T Wealth, LLC

35.49K

Mar 31, 26

+3.01K

0.01%

Centurion Wealth Management LLC

35.00K

Mar 31, 26

+682

0.01%

Mosley Wealth Management

34.44K

Mar 31, 26

+172

0.01%

Hoxton Planning & Management, LLC

34.39K

Mar 31, 26

+3.89K

0.01%

Centennial Wealth Advisory LLC

34.27K

Mar 31, 26

+856

0.01%

SWMG, LLC

32.96K

Mar 31, 26

+6.33K

0.01%

TD PRIVATE CLIENT WEALTH LLC

32.30K

Mar 31, 26

+1.55K

0.01%

Stratos Wealth Partners, LTD.

32.11K

Mar 31, 26

+5.47K

0.01%

JAMES INVESTMENT RESEARCH INC

31.30K

Mar 31, 26

+580

0.01%

BRIAN LOW FINANCIAL GROUP, LLC

31.17K

Mar 31, 26

-15

0.01%

ArborFi Advisors, LLC

30.73K

Mar 31, 26

+2.82K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

30.61K

Mar 31, 26

+1.81K

0.01%

Yukon Wealth Management, Inc.

29.26K

Mar 31, 26

+305

0.01%

PRIVATE TRUST CO NA

28.70K

Mar 31, 26

-867

0.01%

Golden State Equity Partners

28.68K

Mar 31, 26

+25.91K

0.01%

Whalen Wealth Management Inc.

28.57K

Mar 31, 26

+7.88K

0.01%

PATTEN & PATTEN INC/TN

26.47K

Mar 31, 26

+3.99K

0.01%

Retirement Systems of Alabama

26.19K

Mar 31, 26

+26.19K

0.01%

Braun-Bostich & Associates Inc.

25.84K

Mar 31, 26

-270

0.01%

Bestgate Wealth Advisors, LLC

25.58K

Mar 31, 26

+2.12K

0.01%

LIFELONG WEALTH ADVISORS, INC.

24.69K

Mar 31, 26

+1.93K

0.01%

DecisionMap Wealth Management, LLC

24.63K

Mar 31, 26

+2.01K

0.01%

DB Fitzpatrick & Co, Inc

24.23K

Mar 31, 26

+643

0.01%

International Private Wealth Advisors LLC

24.16K

Mar 31, 26

+21.11K

0.01%

Sequoia Financial Advisors, LLC

24.16K

Mar 31, 26

-9.55K

0.01%

Midwest Trust Co

24.15K

Mar 31, 26

+20.42K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

23.98K

Mar 31, 26

-514

0.01%

ALTERNA WEALTH MANAGEMENT, INC

23.63K

Mar 31, 26

+6.70K

0.01%

IFP Advisors, Inc

22.90K

Mar 31, 26

-2.30K

0.01%

Trilogy Capital Inc.

22.70K

Mar 31, 26

+896

0.01%

Richmond Investment Services, LLC

22.69K

Mar 31, 26

+2.59K

0.01%

WATERSHED PRIVATE WEALTH LLC

22.47K

Mar 31, 26

+6.83K

0.01%

NVWM, LLC

20.97K

Mar 31, 26

+18.57K

0.01%

WealthPLAN Partners, LLC

20.82K

Mar 31, 26

+716

0.01%

Sowell Financial Services LLC

20.76K

Mar 31, 26

+1.41K

0.01%

BCU Wealth Advisors, LLC

20.54K

Mar 31, 26

+930

0.01%

HSBC HOLDINGS PLC

20.36K

Mar 31, 26

+5.31K

0.00%

Capital Investment Advisors, LLC

20.11K

Mar 31, 26

+6.42K

0.00%

Buttonwood Financial Group, LLC

19.86K

Mar 31, 26

-163

0.00%

MATHER GROUP, LLC.

19.54K

Mar 31, 26

+4.46K

0.00%

Pure Financial Advisors, LLC

19.12K

Mar 31, 26

+4.80K

0.00%

Soltis Investment Advisors LLC

18.97K

Mar 31, 26

+18.97K

0.00%

B. Riley Wealth Advisors, Inc.

18.69K

Mar 31, 26

-118

0.00%

SHEETS SMITH WEALTH MANAGEMENT

18.57K

Mar 31, 26

-783

0.00%

Strategic Blueprint, LLC

18.43K

Mar 31, 26

-1.17K

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

18.42K

Mar 31, 26

+3.03K

0.00%

Global Assets Advisory, LLC

18.25K

Mar 31, 26

+5.70K

0.00%

Scissortail Wealth Management, LLC

18.19K

Mar 31, 26

+18.19K

0.00%

Lakeshore Capital Group, Inc.

17.86K

Mar 31, 26

-280

0.00%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

17.64K

Mar 31, 26

0.00%

Auour Investments LLC

17.57K

Mar 31, 26

+534

0.00%

K2 Financial Inc.

17.57K

Mar 31, 26

+775

0.00%

JFS WEALTH ADVISORS, LLC

16.51K

Mar 31, 26

+16.51K

0.00%

CAP Partners, LLC

16.21K

Mar 31, 26

+1.22K

0.00%

RDA Financial Network

15.69K

Mar 31, 26

-201

0.00%

BOS Asset Management, LLC

15.45K

Mar 31, 26

+203

0.00%

ORG Wealth Partners, LLC

15.29K

Mar 31, 26

-592

0.00%

GHP Investment Advisors, Inc.

14.82K

Mar 31, 26

-373

0.00%

Venturi Wealth Management, LLC

14.75K

Mar 31, 26

+2.84K

0.00%

Rosenberg Matthew Hamilton

14.60K

Mar 31, 26

+1.57K

0.00%

First Heartland Consultants, Inc.

14.57K

Mar 31, 26

+162

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

14.56K

Mar 31, 26

-2.05K

0.00%

RHS Financial, LLC

14.20K

Mar 31, 26

-6.13K

0.00%

ELEVATUS WELATH MANAGEMENT

14.17K

Mar 31, 26

+14.17K

0.00%

Clear Creek Financial Management, LLC

14.10K

Mar 31, 26

+8.42K

0.00%

Tempus Wealth Planning, LLC

14.07K

Mar 31, 26

+3.19K

0.00%

DMC Group, LLC

13.73K

Mar 31, 26

-913

0.00%

WEDBUSH SECURITIES INC

13.70K

Mar 31, 26

-1

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

13.51K

Mar 31, 26

+1.68K

0.00%

CoreCap Advisors, LLC

13.38K

Mar 31, 26

+1.53K

0.00%

Apeiron RIA LLC

13.14K

Mar 31, 26

-9.65K

0.00%

Annex Advisory Services, LLC

12.91K

Mar 31, 26

-890.09K

0.00%

XY Planning Network, Inc.

12.76K

Mar 31, 26

+3.22K

0.00%

FIRETHORN WEALTH PARTNERS, LLC

12.75K

Mar 31, 26

+70

0.00%

Cyndeo Wealth Partners, LLC

12.60K

Mar 31, 26

+3.19K

0.00%

Montecito Bank & Trust

11.72K

Mar 31, 26

-480

0.00%

North Forty Two & Co.

11.71K

Mar 31, 26

+809

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

11.62K

Mar 31, 26

+660

0.00%

TITLEIST ASSET MANAGEMENT, LLC

11.21K

Mar 31, 26

+11.21K

0.00%

EHRLICH FINANCIAL GROUP

11.13K

Mar 31, 26

+11.13K

0.00%

RFG Advisory, LLC

10.79K

Mar 31, 26

+6.80K

0.00%

Optas, LLC

10.79K

Mar 31, 26

+4.74K

0.00%

Connecticut Wealth Management, LLC

10.53K

Mar 31, 26

+10.53K

0.00%

DAVENPORT & Co LLC

10.42K

Mar 31, 26

+1.83K

0.00%

Sculati Wealth Management, LLC

10.37K

Mar 31, 26

+2.07K

0.00%

Koshinski Asset Management, Inc.

10.29K

Mar 31, 26

+232

0.00%

Optivise Advisory Services LLC

10.22K

Mar 31, 26

-1.56K

0.00%

Merkkuri Wealth Advisors LLC

9.94K

Mar 31, 26

+120

0.00%

LexAurum Advisors, LLC

9.89K

Mar 31, 26

+9.89K

0.00%

LongView Wealth Management

9.89K

Mar 31, 26

+1.05K

0.00%

Spire Wealth Management

9.78K

Mar 31, 26

-488

0.00%

Retirement Wealth Solutions LLC

9.74K

Mar 31, 26

+1.23K

0.00%

NIXON PEABODY TRUST CO

9.51K

Mar 31, 26

+9.51K

0.00%

SUTTON PLACE INVESTORS LLC

9.46K

Mar 31, 26

+490

0.00%

Seed Wealth Management, Inc.

9.42K

Mar 31, 26

0.00%

Latitude Advisors, LLC

9.30K

Mar 31, 26

+799

0.00%

Presidio Capital Management, LLC

9.25K

Mar 31, 26

+901

0.00%

Financial Partners Group, Inc

8.92K

Mar 31, 26

+1.14K

0.00%

U.S. Capital Wealth Advisors, LLC

8.91K

Mar 31, 26

+466

0.00%

OPPENHEIMER & CO INC

8.90K

Mar 31, 26

+1.31K

0.00%

Prospera Financial Services Inc

8.88K

Mar 31, 26

+1.72K

0.00%

Carter Financial Group, INC.

8.85K

Mar 31, 26

-198

0.00%

Aspire Private Capital, LLC

8.84K

Mar 31, 26

+258

0.00%

FC Advisory LLC

8.83K

Mar 31, 26

-321

0.00%

PFG Investments, LLC

8.71K

Mar 31, 26

-3.57K

0.00%

Beacon Financial Advisory LLC

8.69K

Mar 31, 26

+970

0.00%

SWS Partners

8.47K

Mar 31, 26

+429

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

8.35K

Mar 31, 26

+308

0.00%

Balance Wealth, LLC

7.96K

Mar 31, 26

-1

0.00%

Narus Financial Partners, LLC

7.92K

Mar 31, 26

+396

0.00%

Central Pacific Bank - Trust Division

7.87K

Mar 31, 26

+7.87K

0.00%

Hobbs Wealth Management, LLC

7.77K

Mar 31, 26

+1.28K

0.00%

Heritage Family Offices, LLP

7.72K

Mar 31, 26

+1.11K

0.00%

180 WEALTH ADVISORS, LLC

7.67K

Mar 31, 26

+149

0.00%

Magnolia Private Wealth, LLC

7.65K

Mar 31, 26

+4.40K

0.00%

United Advisor Group, LLC

7.59K

Mar 31, 26

+760

0.00%

Pinnacle Bancorp, Inc.

7.49K

Mar 31, 26

-14

0.00%

NBT BANK N A /NY

7.31K

Mar 31, 26

+1.74K

0.00%

Cooper Financial Group

7.25K

Mar 31, 26

+920

0.00%

Trinity Wealth Management, LLC

7.06K

Mar 31, 26

+132

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

7.01K

Mar 31, 26

+2.62K

0.00%

FIFTH THIRD SECURITIES, INC.

6.99K

Mar 31, 26

-724

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

6.87K

Mar 31, 26

-1.15K

0.00%

Spectrum Planning & Advisory Services Inc.

6.84K

Mar 31, 26

-505

0.00%

W ADVISORS, LLC

6.79K

Mar 31, 26

+456

0.00%

Cypress Capital, LLC

6.54K

Mar 31, 26

+149

0.00%

EXENCIAL WEALTH ADVISORS, LLC

6.51K

Mar 31, 26

+280

0.00%

Continuum Advisory, LLC

6.43K

Mar 31, 26

+188

0.00%

STEPHENS INC /AR/

6.25K

Mar 31, 26

-128

0.00%

FLP Wealth Management, LLC

6.23K

Mar 31, 26

+1.07K

0.00%

River Street Advisors LLC

6.21K

Mar 31, 26

-93

0.00%

Catalina Capital Group, LLC

6.13K

Mar 31, 26

+546

0.00%

Fortis Capital Advisors, LLC

6.04K

Mar 31, 26

-1.23K

0.00%

Archer Investment Management, LLC

5.92K

Mar 31, 26

-8.51K

0.00%

IVC Wealth Advisors LLC

5.79K

Mar 31, 26

+27

0.00%

Sovereign Financial Group, Inc.

5.78K

Mar 31, 26

-1.23K

0.00%

Successful Portfolios LLC

5.68K

Mar 31, 26

+357

0.00%

OMNI 360 Wealth, Inc.

5.67K

Mar 31, 26

+379

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

5.62K

Mar 31, 26

-733

0.00%

NBC SECURITIES, INC.

5.59K

Mar 31, 26

+382

0.00%

ONE Advisory Partners, LLC

5.46K

Mar 31, 26

-535

0.00%

1900 WEALTH MANAGEMENT LLC

5.21K

Mar 31, 26

0.00%

CAHABA WEALTH MANAGEMENT, INC.

5.08K

Mar 31, 26

+35

0.00%

Sound Income Strategies, LLC

5.01K

Mar 31, 26

-39

0.00%

OARSMAN CAPITAL, INC.

4.99K

Mar 31, 26

-157

0.00%

NOVUS ADVISORS, LLC

4.98K

Mar 31, 26

+181

0.00%

Dynamic Advisor Solutions LLC

4.93K

Mar 31, 26

-660

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

4.92K

Mar 31, 26

+1.04K

0.00%

AdvisorNet Financial, Inc

4.79K

Mar 31, 26

-59

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

4.78K

Mar 31, 26

+763

0.00%

Bell Investment Advisors, Inc

4.71K

Mar 31, 26

-321

0.00%

HB Wealth Management, LLC

4.59K

Mar 31, 26

-873

0.00%

Total Clarity Wealth Management, Inc.

4.55K

Mar 31, 26

+1.27K

0.00%

First Citizens Asset Management, Inc.

4.54K

Mar 31, 26

+284

0.00%

CENTRAL BANK & TRUST CO

4.32K

Mar 31, 26

-21

0.00%

LGT Financial Advisors LLC

4.28K

Mar 31, 26

+289

0.00%

Claro Advisors LLC

4.27K

Mar 31, 26

+1.16K

0.00%

Pallas Capital Advisors LLC

4.27K

Mar 31, 26

-127

0.00%

Paradigm Financial Partners, LLC

4.26K

Mar 31, 26

-29.52K

0.00%

Petix & Botte Co

4.26K

Mar 31, 26

-267

0.00%

HERITAGE OAK WEALTH ADVISORS LLC

4.24K

Mar 31, 26

+774

0.00%

Joule Financial, LLC

4.19K

Mar 31, 26

+4.19K

0.00%

Tactive Advisors, LLC

4.18K

Mar 31, 26

+80

0.00%

Financial Enhancement Group LLC

3.95K

Mar 31, 26

-21

0.00%

BridgePort Financial Solutions, LLC

3.93K

Mar 31, 26

-341

0.00%

Friedenthal Financial

3.93K

Mar 31, 26

+46

0.00%

Fiduciary Alliance LLC

3.91K

Mar 31, 26

-1.15K

0.00%

Western Financial Corp/CA

3.86K

Mar 31, 26

-280

0.00%

Stewardship Advisors, LLC

3.81K

Mar 31, 26

+254

0.00%

BAR HARBOR WEALTH MANAGEMENT

3.77K

Mar 31, 26

+3.77K

0.00%

Apella Capital, LLC

3.75K

Mar 31, 26

+459

0.00%

Comprehensive Money Management Services LLC

3.71K

Mar 31, 26

+200

0.00%

KPP Advisory Services LLC

3.68K

Mar 31, 26

-265

0.00%

Arlington Trust Co LLC

3.64K

Mar 31, 26

0.00%

Rede Wealth, LLC

3.63K

Mar 31, 26

-15

0.00%

Hutchens & Kramer Investment Management Group, LLC

3.59K

Mar 31, 26

+29

0.00%

VICTORY FINANCIAL GROUP, LLC

3.57K

Mar 31, 26

+446

0.00%

Baer Investment Advisory LLC

3.57K

Mar 31, 26

+3.57K

0.00%

MMBG INVESTMENT ADVISORS CO.

3.55K

Mar 31, 26

0.00%

City State Bank

3.51K

Mar 31, 26

0.00%

Blue Capital, Inc.

3.50K

Mar 31, 26

-18

0.00%

Avantra Family Wealth, Inc.

3.36K

Mar 31, 26

+18

0.00%

Family Wealth Group, LLC

3.35K

Mar 31, 26

+629

0.00%

Ifrah Financial Services, Inc.

3.25K

Mar 31, 26

-57

0.00%

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

3.22K

Mar 31, 26

+27

0.00%

Sharper & Granite LLC

3.16K

Mar 31, 26

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

3.16K

Mar 31, 26

-2.31K

0.00%

FLAGSTAR ADVISORS INC.

3.12K

Mar 31, 26

-317

0.00%

Gilliland Jeter Wealth Management LLC

3.11K

Mar 31, 26

+429

0.00%

Fulcrum Equity Management

3.09K

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

3.04K

Mar 31, 26

+229

0.00%

Acropolis Investment Management, LLC

3.02K

Mar 31, 26

-1.64K

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

3.00K

Mar 31, 26

-3.65K

0.00%

Lynx Investment Advisory

2.96K

Mar 31, 26

+48

0.00%

Global Financial Private Client, LLC

2.94K

Mar 31, 26

+108

0.00%

OneAscent Financial Services LLC

2.92K

Mar 31, 26

-1.00K

0.00%

Verdence Capital Advisors LLC

2.88K

Mar 31, 26

+2.88K

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

2.87K

Mar 31, 26

0.00%

CIDEL ASSET MANAGEMENT INC

2.85K

Mar 31, 26

0.00%

Stablepoint Partners, LLC

2.81K

Mar 31, 26

+2.81K

0.00%

Golden State Wealth Management, LLC

2.78K

Mar 31, 26

+721

0.00%

Clark Asset Management, LLC

2.70K

Mar 31, 26

-77

0.00%

OLD NATIONAL BANCORP /IN/

2.70K

Mar 31, 26

-56

0.00%

LINCOLN CAPITAL CORP

2.67K

Mar 31, 26

-57

0.00%

Breakwater Capital Group

2.63K

Mar 31, 26

+65

0.00%

Activest Wealth Management

2.62K

Mar 31, 26

0.00%

Chesley Taft & Associates LLC

2.62K

Mar 31, 26

+217

0.00%

Oxinas Partners Wealth Management LLC

2.61K

Mar 31, 26

+2.61K

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

2.60K

Mar 31, 26

-19

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

2.54K

Mar 31, 26

-301

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

2.53K

Mar 31, 26

+2.53K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.53K

Mar 31, 26

+54

0.00%

C2C Wealth Management, LLC

2.53K

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

2.49K

Mar 31, 26

+645

0.00%

Essex Savings Bank

2.48K

Mar 31, 26

-50

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.46K

Mar 31, 26

-44

0.00%

Yoffe Investment Management, LLC

2.46K

Mar 31, 26

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

2.40K

Mar 31, 26

+88

0.00%

TrueWealth Advisors, LLC

2.38K

Mar 31, 26

-9

0.00%

Accurate Wealth Management, LLC

2.38K

Mar 31, 26

-77

0.00%

NOVEM GROUP

2.32K

Mar 31, 26

-2.42K

0.00%

BIP Wealth, LLC

2.30K

Mar 31, 26

-92

0.00%

Berger Financial Group, Inc

2.28K

Mar 31, 26

+17

0.00%

NATURAL INVESTMENTS, LLC

2.25K

Mar 31, 26

-3.32K

0.00%

SAPIENT CAPITAL LLC

2.25K

Mar 31, 26

0.00%

LAKE STREET FINANCIAL LLC

2.23K

Mar 31, 26

+10

0.00%

Oregon Pacific Wealth Management, LLC

2.22K

Mar 31, 26

+2.22K

0.00%

Fairvoy Private Wealth, LLC

2.20K

Mar 31, 26

-948

0.00%

Grove Bank & Trust

2.20K

Mar 31, 26

0.00%

Trust Point Inc.

2.20K

Mar 31, 26

+2.20K

0.00%

Independent Wealth Network Inc.

2.17K

Mar 31, 26

+2.17K

0.00%

KELLY FINANCIAL GROUP LLC

2.16K

Mar 31, 26

+19

0.00%

KDK Private Wealth Management, LLC

2.15K

Mar 31, 26

-103

0.00%

Intellectus Partners, LLC

2.13K

Mar 31, 26

+2.13K

0.00%

ALTFEST L J & CO INC

2.13K

Mar 31, 26

-3

0.00%

Magnus Financial Group LLC

2.13K

Mar 31, 26

-6.99K

0.00%

First PREMIER Bank

2.12K

Mar 31, 26

-799

0.00%

GABLES CAPITAL MANAGEMENT INC.

1.63K

Mar 31, 26

0.00%

Financial Freedom, LLC

1.58K

Mar 31, 26

+421

0.00%

HARBOR CAPITAL ADVISORS, INC.

1.47K

Mar 31, 26

-3.03K

0.00%

SIGNATUREFD, LLC

1.45K

Mar 31, 26

+68

0.00%

New Republic Capital, LLC

1.39K

Mar 31, 26

+16

0.00%

SBI Securities Co., Ltd.

1.35K

Mar 31, 26

+66

0.00%

WPG Advisers, LLC

1.34K

Mar 31, 26

-64

0.00%

Independence Bank of Kentucky

1.21K

Mar 31, 26

-33

0.00%

Opal Wealth Advisors, LLC

988

Mar 31, 26

+988

0.00%

Root Financial Partners, LLC

966

Mar 31, 26

+138

0.00%

Oakworth Capital, Inc.

895

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

865

Mar 31, 26

+865

0.00%

TOMPKINS FINANCIAL CORP

795

Mar 31, 26

-120

0.00%

YANKCOM Partnership

761

Mar 31, 26

-284

0.00%

Coastal Investment Advisors, Inc.

727

Mar 31, 26

-42

0.00%

Park Place Capital Corp

681

Mar 31, 26

-722

0.00%

HOWE & RUSLING INC

526

Mar 31, 26

-179

0.00%

BRYN MAWR TRUST Co

433

Mar 31, 26

0.00%

WHITTIER TRUST CO

432

Mar 31, 26

-2.21K

0.00%

TOTH FINANCIAL ADVISORY CORP

426

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

425

Mar 31, 26

+425

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

395

Mar 31, 26

0.00%

Westfuller Advisors, LLC

383

Mar 31, 26

+39

0.00%

Nemes Rush Group LLC

362

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

350

Mar 31, 26

0.00%

FIRST COMMUNITY TRUST NA

337

Mar 31, 26

+337

0.00%

EASTERN BANK

334

Mar 31, 26

+119

0.00%

TSFG, LLC

331

Mar 31, 26

-78

0.00%

LRI Investments, LLC

320

Mar 31, 26

0.00%

HM PAYSON & CO

310

Mar 31, 26

+122

0.00%

BROWN, LISLE/CUMMINGS, INC.

294

Mar 31, 26

+294

0.00%

Vermillion Wealth Management, Inc.

251

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

195

Mar 31, 26

+195

0.00%

Key FInancial Inc

181

Mar 31, 26

-199

0.00%

HANTZ FINANCIAL SERVICES, INC.

178

Mar 31, 26

-26

0.00%

WestEnd Advisors, LLC

164

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

163

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

134

Mar 31, 26

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

131

Mar 31, 26

0.00%

Hughes Financial Services, LLC

130

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

123

Mar 31, 26

+123

0.00%

Nova Wealth Management, Inc.

107

Mar 31, 26

+67

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

102

Mar 31, 26

0.00%

Abound Wealth Management

Mar 31, 26

+99

0.00%

CENTRAL TRUST Co

Mar 31, 26

-256

0.00%

MONTAG A & ASSOCIATES INC

Mar 31, 26

0.00%

GAMMA Investing LLC

Mar 31, 26

+77

0.00%

BFSG, LLC

Mar 31, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

+47

0.00%

Olistico Wealth, LLC

Mar 31, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Mar 31, 26

0.00%

Riverview Trust Co

Mar 31, 26

+32

0.00%

Lodestone Wealth Management LLC

Mar 31, 26

-21

0.00%

Mar 31, 26

+24

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

0.00%

Investors Research Corp

Mar 31, 26

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

USA Financial Portformulas Corp

Mar 31, 26

+20

0.00%

CHELSEA COUNSEL CO

Mar 31, 26

0.00%

FIRST HORIZON CORP

Mar 31, 26

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

Mar 31, 26

0.00%

MASSMUTUAL TRUST CO FSB/ADV

Mar 31, 26

-33

0.00%

PFS Partners, LLC

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

Mar 31, 26

-1

0.00%

Global Wealth Strategies & Associates

Mar 31, 26

0.00%

Kozak & Associates, Inc.

Mar 31, 26

-225

0.00%

Signature Resources Capital Management, LLC

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

-583

MONEY CONCEPTS CAPITAL CORP

Mar 31, 26

-2.35K

HHM Wealth Advisors, LLC

Mar 31, 26

-6

Luminist Capital LLC

Mar 31, 26

-88

Decker Retirement Planning Inc.

Mar 31, 26

-31

BCS Wealth Management

Mar 31, 26

-5.88K

MKT Advisors LLC

Mar 31, 26

-2.61K

Angeles Investment Advisors, LLC

Mar 31, 26

-3.20K

Harbor Asset Planning, Inc.

Mar 31, 26

-3

Midwest Heritage Bank, FSB

Mar 31, 26

-2.53K

LifeWealth Investments, LLC

Mar 31, 26

-3.83K

Provenance Wealth Advisors, LLC

Mar 31, 26

-10

Curat Global, LLC

Mar 31, 26

-225

CONNABLE OFFICE INC

Mar 31, 26

-97.22K

RCS Financial Planning, LLC

Mar 31, 26

-13.61K

Capital Asset Advisory Services LLC

Mar 31, 26

-2.73K

Hudson Capital Management LLC

Mar 31, 26

-105.97K

Concord Wealth Partners

Mar 31, 26

-107

Saxony Capital Management, LLC

Mar 31, 26

-11.85K

Quent Capital, LLC

Mar 31, 26

-40

COMMUNITY TRUST & INVESTMENT CO

Mar 31, 26

-101.18K

Comprehensive Financial Planning, Inc./PA

Mar 31, 26

-78

Austin Wealth Management, LLC

Mar 31, 26

-3.42K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-15.74K

Impact Capital Partners LLC

Mar 31, 26

-2.59K

BANK OF AMERICA CORP /DE/

71.05M

Dec 31, 25

-845.66K

17.34%

JPMORGAN CHASE & CO

35.09M

Dec 31, 25

-16.59M

8.56%

LPL Financial LLC

27.90M

Dec 31, 25

+1.10M

6.81%

ENVESTNET ASSET MANAGEMENT INC

26.06M

Dec 31, 25

-1.44M

6.36%

TIAA TRUST, NATIONAL ASSOCIATION

26.01M

Dec 31, 25

+646.39K

6.35%

AMERIPRISE FINANCIAL INC

14.65M

Dec 31, 25

+362.56K

3.58%

MORGAN STANLEY

9.85M

Dec 31, 25

+383.63K

2.40%

BARCLAYS PLC

4.39M

Dec 31, 25

-3.24M

1.07%

RENAISSANCERE HOLDINGS LTD

3.85M

Dec 31, 25

0.94%

STIFEL FINANCIAL CORP

3.70M

Dec 31, 25

+139.86K

0.90%

Allworth Financial LP

3.29M

Dec 31, 25

+98.48K

0.80%

PNC FINANCIAL SERVICES GROUP, INC.

3.00M

Dec 31, 25

+116.14K

0.73%

BANK OF MONTREAL /CAN/

2.88M

Dec 31, 25

+1.46M

0.70%

MIDLAND WEALTH ADVISORS LLC

2.76M

Dec 31, 25

+110.22K

0.67%

WELLS FARGO & COMPANY/MN

2.72M

Dec 31, 25

+172.99K

0.66%

State of Tennessee, Treasury Department

2.49M

Dec 31, 25

+147.97K

0.61%

BlackRock, Inc.

2.25M

Dec 31, 25

-129.24K

0.55%

Bank of New York Mellon Corp

2.11M

Dec 31, 25

+75.92K

0.52%

SEI INVESTMENTS CO

2.09M

Dec 31, 25

-90.17K

0.51%

Cetera Investment Advisers

1.98M

Dec 31, 25

-38.52K

0.48%

UBS Group AG

1.94M

Dec 31, 25

+166.43K

0.47%

CWM, LLC

1.91M

Dec 31, 25

+7.21K

0.47%

MML INVESTORS SERVICES, LLC

1.75M

Dec 31, 25

-111.55K

0.43%

Resources Investment Advisors, LLC.

1.64M

Dec 31, 25

+51.95K

0.40%

Mirae Asset Global Investments Co., Ltd.

1.54M

Dec 31, 25

+168.11K

0.38%

BESSEMER GROUP INC

1.50M

Dec 31, 25

+97.39K

0.37%

Dynasty Wealth Management, LLC

1.46M

Dec 31, 25

-192.07K

0.36%

UBS ASSET MANAGEMENT AMERICAS INC

1.44M

Dec 31, 25

+775.25K

0.35%

RAYMOND JAMES FINANCIAL INC

1.42M

Dec 31, 25

+76.92K

0.35%

ROYAL BANK OF CANADA

1.39M

Dec 31, 25

-403.26K

0.34%

Bridgewater Associates, LP

1.38M

Dec 31, 25

+20.30K

0.34%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

1.36M

Dec 31, 25

+56.65K

0.33%

HANCOCK WHITNEY CORP

1.14M

Dec 31, 25

-14.49K

0.28%

Fisher Asset Management, LLC

1.06M

Dec 31, 25

-21.45M

0.26%

Asset Management One Co., Ltd.

1.01M

Dec 31, 25

-35.12K

0.25%

BNP Paribas Asset Management Holding S.A.

932.99K

Dec 31, 25

-42.70K

0.23%

Beacon Pointe Advisors, LLC

851.19K

Dec 31, 25

+801.10K

0.21%

EVOKE WEALTH, LLC

836.79K

Dec 31, 25

+102.90K

0.20%

ALLIANCEBERNSTEIN L.P.

768.22K

Dec 31, 25

+80.31K

0.19%

NewEdge Advisors, LLC

766.04K

Dec 31, 25

+64.55K

0.19%

Mill Creek Capital Advisors, LLC

746.59K

Dec 31, 25

+51.80K

0.18%

Avidian Wealth Solutions, LLC

743.19K

Dec 31, 25

+33.79K

0.18%

Allianz Asset Management GmbH

708.35K

Dec 31, 25

+47.27K

0.17%

CIBC Asset Management Inc

649.68K

Dec 31, 25

-13.00K

0.16%

Kovitz Investment Group Partners, LLC

646.90K

Dec 31, 25

+2.33K

0.16%

STATE OF MICHIGAN RETIREMENT SYSTEM

600.00K

Dec 31, 25

0.15%

Lutz Financial Services LLC

597.58K

Dec 31, 25

+58.62K

0.15%

Kestra Investment Management, LLC

593.59K

Dec 31, 25

+42.70K

0.14%

Hilton Capital Management, LLC

576.59K

Dec 31, 25

+4.74K

0.14%

AE Wealth Management LLC

572.31K

Dec 31, 25

+35.73K

0.14%

Dakota Wealth Management

546.36K

Dec 31, 25

+182.71K

0.13%

DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.

523.70K

Dec 31, 25

0.13%

SkyView Investment Advisors, LLC

508.80K

Dec 31, 25

+16.57K

0.12%

US BANCORP \DE\

500.99K

Dec 31, 25

+39.56K

0.12%

Korea Investment CORP

500.00K

Dec 31, 25

0.12%

ADVISOR GROUP HOLDINGS, INC.

496.93K

Dec 31, 25

-28.90K

0.12%

NorthRock Partners, LLC

455.86K

Dec 31, 25

+150.66K

0.11%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

453.54K

Dec 31, 25

+13.15K

0.11%

State of New Jersey Common Pension Fund D

450.00K

Dec 31, 25

0.11%

Foundations Investment Advisors, LLC

449.47K

Dec 31, 25

+27.10K

0.11%

CI Private Wealth, LLC

386.25K

Dec 31, 25

-73.55K

0.09%

FMR LLC

351.63K

Dec 31, 25

-2.49K

0.09%

NAN FUNG TRINITY (HK) Ltd

349.20K

Dec 31, 25

+349.20K

0.09%

Zurich Insurance Group Ltd/FI

338.06K

Dec 31, 25

0.08%

FRANKLIN RESOURCES INC

337.73K

Dec 31, 25

+7.51K

0.08%

Baird Financial Group, Inc.

336.83K

Dec 31, 25

+23.04K

0.08%

GOLDMAN SACHS GROUP INC

333.81K

Dec 31, 25

-67.27K

0.08%

Rockefeller Capital Management L.P.

316.16K

Dec 31, 25

+11.54K

0.08%

Sanctuary Advisors, LLC

314.85K

Dec 31, 25

+471

0.08%

Clearwater Capital Advisors, LLC

311.26K

Dec 31, 25

-10.41K

0.08%

Mitsubishi UFJ Trust & Banking Corp

304.36K

Dec 31, 25

+77.53K

0.07%

ALLSTATE CORP

304.05K

Dec 31, 25

-13.36K

0.07%

Capital International Investors

294.57K

Dec 31, 25

+123.93K

0.07%

Modera Wealth Management, LLC

293.53K

Dec 31, 25

+5.65K

0.07%

Integrated Wealth Concepts LLC

284.76K

Dec 31, 25

-48.38K

0.07%

PRINCIPAL SECURITIES, INC.

279.58K

Dec 31, 25

+47.76K

0.07%

Acorns Advisers, LLC

276.77K

Dec 31, 25

+10.20K

0.07%

Meridian Wealth Partners, LLC

268.26K

Dec 31, 25

+8.36K

0.07%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

265.05K

Dec 31, 25

+12.39K

0.06%

Penserra Capital Management LLC

264.85K

Dec 31, 25

+264.85K

0.06%

Ascent Group, LLC

258.04K

Dec 31, 25

+10.98K

0.06%

CIBC Private Wealth Group, LLC

253.45K

Dec 31, 25

+16.68K

0.06%

Global Retirement Partners, LLC

241.54K

Dec 31, 25

+45.28K

0.06%

FEDERATED HERMES, INC.

239.24K

Dec 31, 25

-29.18K

0.06%

Johnson Financial Group, Inc.

233.94K

Dec 31, 25

+10.15K

0.06%

HighTower Advisors, LLC

229.37K

Dec 31, 25

+10.65K

0.06%

Galvin, Gaustad & Stein, LLC

223.39K

Dec 31, 25

-19.33K

0.05%

Kingsview Wealth Management, LLC

222.47K

Dec 31, 25

+11.76K

0.05%

Advocacy Wealth Management Services, LLC

218.17K

Dec 31, 25

+7.06K

0.05%

LEAVELL INVESTMENT MANAGEMENT, INC.

216.67K

Dec 31, 25

+13.29K

0.05%

Mariner, LLC

213.57K

Dec 31, 25

+6.83K

0.05%

CASTLEARK MANAGEMENT LLC

204.24K

Dec 31, 25

+7.33K

0.05%

TCW GROUP INC

202.46K

Dec 31, 25

+4.78K

0.05%

Financial Engines Advisors L.L.C.

196.26K

Dec 31, 25

+36.96K

0.05%

Manhattan West Asset Management, LLC

195.62K

Dec 31, 25

+47.04K

0.05%

MAI Capital Management

195.38K

Dec 31, 25

+599

0.05%

Johns Hopkins University

193.44K

Dec 31, 25

0.05%

NORTHERN TRUST CORP

188.14K

Dec 31, 25

-215.31K

0.05%

Lifeworks Advisors, LLC

188.08K

Dec 31, 25

+7.71K

0.05%

Hilltop Holdings Inc.

186.25K

Dec 31, 25

+17.79K

0.05%

HUNTINGTON NATIONAL BANK

183.36K

Dec 31, 25

+8.49K

0.04%

Cerity Partners LLC

180.91K

Dec 31, 25

-31.68K

0.04%

Tandem Wealth Advisors LLC

176.06K

Dec 31, 25

+19.70K

0.04%

Steel Peak Wealth Management LLC

175.72K

Dec 31, 25

+6.50K

0.04%

Atria Investments, Inc

174.03K

Dec 31, 25

+8.40K

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

168.63K

Dec 31, 25

+17.98K

0.04%

FIRST TRUST ADVISORS LP

167.17K

Dec 31, 25

+5.30K

0.04%

ASSETMARK, INC

163.86K

Dec 31, 25

-20.70K

0.04%

Adviser Investments LLC

161.87K

Dec 31, 25

-20.05K

0.04%

Brinker Capital Investments, LLC

158.13K

Dec 31, 25

+10.33K

0.04%

Austin Private Wealth, LLC

157.87K

Dec 31, 25

+3.00K

0.04%

BARTLETT & CO. WEALTH MANAGEMENT LLC

152.60K

Dec 31, 25

+11.47K

0.04%

STANSBERRY ASSET MANAGEMENT, LLC

152.57K

Dec 31, 25

-13.02K

0.04%

High Falls Advisors, Inc

148.29K

Dec 31, 25

+5.39K

0.04%

METEORA CAPITAL, LLC

146.60K

Dec 31, 25

+22.60K

0.04%

Modern Wealth Management, LLC

146.31K

Dec 31, 25

+28.74K

0.04%

Checchi Capital Advisers, LLC

145.31K

Dec 31, 25

-484

0.04%

Compass Wealth Management, LLC/GA

140.02K

Dec 31, 25

+31.55K

0.03%

NewSquare Capital LLC

135.62K

Dec 31, 25

-34.42K

0.03%

Trek Financial, LLC

134.64K

Dec 31, 25

+4.44K

0.03%

Icon Wealth Advisors, LLC

130.35K

Dec 31, 25

+2.66K

0.03%

CITIGROUP INC

127.98K

Dec 31, 25

+102.68K

0.03%

IFG Advisory, LLC

127.56K

Dec 31, 25

+6.29K

0.03%

Security Financial Services, INC.

126.21K

Dec 31, 25

+5.21K

0.03%

COMERICA BANK

122.14K

Dec 31, 25

-18.03K

0.03%

Westover Capital Advisors, LLC

118.85K

Dec 31, 25

+6.19K

0.03%

BNP PARIBAS ARBITRAGE, SNC

118.82K

Dec 31, 25

+16.40K

0.03%

LAZARD ASSET MANAGEMENT LLC

118.71K

Dec 31, 25

-4.76K

0.03%

Sentinus, LLC

117.78K

Dec 31, 25

+11.85K

0.03%

Beacon Bridge Wealth Partners, LLC

117.74K

Dec 31, 25

+7.10K

0.03%

Creative Planning

117.62K

Dec 31, 25

-13.14K

0.03%

Equitable Holdings, Inc.

117.06K

Dec 31, 25

+8.74K

0.03%

Colony Group, LLC

116.90K

Dec 31, 25

+2.89K

0.03%

Estate Counselors, LLC

116.56K

Dec 31, 25

+116.56K

0.03%

Geneos Wealth Management Inc.

115.50K

Dec 31, 25

-2.89K

0.03%

FDx Advisors, Inc.

114.48K

Dec 31, 25

+938

0.03%

EverSource Wealth Advisors, LLC

112.86K

Dec 31, 25

+2.57K

0.03%

Avanda Investment Management Pte. Ltd.

112.62K

Dec 31, 25

-133.96K

0.03%

THEORY FINANCIAL LLC

110.57K

Dec 31, 25

-8.21K

0.03%

Ancora Advisors, LLC

107.66K

Dec 31, 25

+18.32K

0.03%

JT Stratford LLC

106.33K

Dec 31, 25

+55.28K

0.03%

CIM, LLC

100.79K

Dec 31, 25

+3.15K

0.02%

Smartleaf Asset Management LLC

94.10K

Dec 31, 25

+4.75K

0.02%

Steward Partners Investment Advisory, LLC

93.92K

Dec 31, 25

+588

0.02%

ANCHOR CAPITAL ADVISORS LLC

90.92K

Dec 31, 25

-1.40K

0.02%

Procyon Advisors, LLC

90.38K

Dec 31, 25

-1.22K

0.02%

TD ASSET MANAGEMENT INC

90.00K

Dec 31, 25

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

87.06K

Dec 31, 25

-51.00K

0.02%

Vestmark Advisory Solutions, Inc.

84.80K

Dec 31, 25

+36.12K

0.02%

Invst, LLC

84.26K

Dec 31, 25

-13.96K

0.02%

Anfield Capital Management, LLC

84.26K

Dec 31, 25

+368

0.02%

LEUTHOLD GROUP, LLC

81.96K

Dec 31, 25

-2.53K

0.02%

RATIONAL ADVISORS LLC

81.86K

Dec 31, 25

-3.19K

0.02%

HARBOUR INVESTMENTS, INC.

80.92K

Dec 31, 25

-934

0.02%

West Family Investments, Inc.

80.70K

Dec 31, 25

0.02%

Meiji Yasuda Asset Management Co Ltd.

80.25K

Dec 31, 25

-474

0.02%

Proficio Capital Partners LLC

78.22K

Dec 31, 25

+8.21K

0.02%

BENJAMIN EDWARDS INC

77.17K

Dec 31, 25

+310

0.02%

Regal Investment Advisors LLC

76.84K

Dec 31, 25

+4.89K

0.02%

ALESCO ADVISORS LLC

74.67K

Dec 31, 25

+61.28K

0.02%

FIRST AMERICAN TRUST, FSB

73.60K

Dec 31, 25

+16.97K

0.02%

Shared Vision Wealth Group LLC

70.83K

Dec 31, 25

+1.13K

0.02%

Alternative Investment Advisors, LLC.

70.47K

Dec 31, 25

-2.04K

0.02%

Fort Point Capital Partners LLC

69.70K

Dec 31, 25

+5.88K

0.02%

Ashton Thomas Private Wealth, LLC

67.55K

Dec 31, 25

+6.06K

0.02%

BOOTHBAY FUND MANAGEMENT, LLC

67.44K

Dec 31, 25

+5.44K

0.02%

CAPTRUST FINANCIAL ADVISORS

66.34K

Dec 31, 25

+15.88K

0.02%

Keystone Financial Services

64.53K

Dec 31, 25

+4.57K

0.02%

Prime Capital Investment Advisors, LLC

63.77K

Dec 31, 25

-5.52K

0.02%

Van Hulzen Asset Management, LLC

63.03K

Dec 31, 25

+39.20K

0.02%

RETIREMENT CAPITAL STRATEGIES

61.05K

Dec 31, 25

+58.53K

0.01%

Wealth Alliance

61.02K

Dec 31, 25

+4.05K

0.01%

Legacy Financial Group LLC

60.94K

Dec 31, 25

+1.22K

0.01%

CI INVESTMENTS INC.

59.46K

Dec 31, 25

0.01%

Betterment LLC

57.08K

Dec 31, 25

+1.04K

0.01%

Genesis Wealth Advisors, LLC

56.20K

Dec 31, 25

+557

0.01%

Inspire Advisors, LLC

54.24K

Dec 31, 25

+4.21K

0.01%

LIBERTY WEALTH MANAGEMENT LLC

53.12K

Dec 31, 25

-2.49K

0.01%

Capital Analysts, LLC

53.10K

Dec 31, 25

-6.50K

0.01%

CHOREO, LLC

52.91K

Dec 31, 25

+437

0.01%

Riggs Asset Managment Co. Inc.

52.77K

Dec 31, 25

+5.65K

0.01%

Parallel Advisors, LLC

51.48K

Dec 31, 25

+10.47K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

50.65K

Dec 31, 25

+34.32K

0.01%

WCG Wealth Advisors LLC

47.80K

Dec 31, 25

-605

0.01%

Shepherd Financial Partners LLC

46.65K

Dec 31, 25

+804

0.01%

Crabel Capital Management, LLC

45.87K

Dec 31, 25

+31.03K

0.01%

SRS Capital Advisors, Inc.

45.43K

Dec 31, 25

+45.43K

0.01%

JONES FINANCIAL COMPANIES LLLP

45.31K

Dec 31, 25

+688

0.01%

Knights of Columbus Asset Advisors LLC

43.73K

Dec 31, 25

0.01%

Advisory Services Network, LLC

43.62K

Dec 31, 25

+3.97K

0.01%

Advisors Preferred, LLC

42.22K

Dec 31, 25

+42.22K

0.01%

PROFFITT & GOODSON INC

42.04K

Dec 31, 25

-156

0.01%

Sunesis Advisors, LLC

41.79K

Dec 31, 25

+1.09K

0.01%

Capitolis Liquid Global Markets LLC

40.50K

Dec 31, 25

+40.50K

0.01%

Mutual Advisors, LLC

38.74K

Dec 31, 25

+514

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

38.36K

Dec 31, 25

+4.44K

0.01%

TME FINANCIAL, INC.

37.61K

Dec 31, 25

+3.86K

0.01%

Tortoise Investment Management, LLC

37.00K

Dec 31, 25

-14.88K

0.01%

May Hill Capital, LLC

36.98K

Dec 31, 25

+22.65K

0.01%

Jacobi Capital Management LLC

36.50K

Dec 31, 25

+3.87K

0.01%

Independent Advisor Alliance

35.98K

Dec 31, 25

-5.14K

0.01%

EXCEL SECURITIES & ASSOCIATES, INC.

35.16K

Dec 31, 25

+459

0.01%

D L CARLSON INVESTMENT GROUP INC

34.18K

Dec 31, 25

+5.86K

0.01%

Hexagon Capital Partners LLC

34.17K

Dec 31, 25

+2.09K

0.01%

Atlatl Advisers LLC

33.55K

Dec 31, 25

+2.05K

0.01%

MGO ONE SEVEN LLC

32.60K

Dec 31, 25

+9.98K

0.01%

Diversify Advisory Services, LLC

32.55K

Dec 31, 25

-15.34K

0.01%

VERUS CAPITAL PARTNERS, LLC

32.21K

Dec 31, 25

+3.29K

0.01%

Arkadios Wealth Advisors

31.69K

Dec 31, 25

+2.68K

0.01%

Aptus Capital Advisors, LLC

31.53K

Dec 31, 25

+1.49K

0.01%

Quadrant Private Wealth Management, LLC

30.57K

Dec 31, 25

+2.11K

0.01%

Snowden Capital Advisors LLC

29.94K

Dec 31, 25

-548

0.01%

Cornerstone Planning Group LLC

29.87K

Dec 31, 25

+3.39K

0.01%

Sierra Capital LLC

28.78K

Dec 31, 25

-153

0.01%

Dorsey & Whitney Trust CO LLC

27.95K

Dec 31, 25

+5.96K

0.01%

Redwood Investment Management, LLC

27.70K

Dec 31, 25

+8.76K

0.01%

INSIGNEO ADVISORY SERVICES, LLC

27.66K

Dec 31, 25

+20.49K

0.01%

Barnes Wealth Management Group, Inc

26.49K

Dec 31, 25

+769

0.01%

Western Wealth Management, LLC

26.45K

Dec 31, 25

+7.17K

0.01%

Tradition Wealth Management, LLC

26.11K

Dec 31, 25

-31

0.01%

AlphaCentric Advisors LLC

26.00K

Dec 31, 25

+26.00K

0.01%

Compass Financial Group, Inc.

25.87K

Dec 31, 25

-158

0.01%

KICKSTAND VENTURES, LLC.

25.73K

Dec 31, 25

+1.86K

0.01%

EP Wealth Advisors, LLC

25.31K

Dec 31, 25

+25.31K

0.01%

FIRST CITIZENS BANK & TRUST CO

25.26K

Dec 31, 25

+3.24K

0.01%

Gateway Wealth Partners, LLC

24.98K

Dec 31, 25

+5.45K

0.01%

WASHINGTON TRUST BANK

24.86K

Dec 31, 25

0.01%

Great Diamond Partners, LLC

24.40K

Dec 31, 25

+1.44K

0.01%

Voya Financial Advisors, Inc.

24.07K

Dec 31, 25

-377

0.01%

NATIXIS ADVISORS, L.P.

23.93K

Dec 31, 25

+23.93K

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

23.77K

Dec 31, 25

+1.44K

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

23.38K

Dec 31, 25

+4.61K

0.01%

Community Bank, N.A.

23.10K

Dec 31, 25

+804

0.01%

One Capital Management, LLC

22.59K

Dec 31, 25

+16.37K

0.01%

UMB Bank, n.a.

22.56K

Dec 31, 25

+11.40K

0.01%

D.A. DAVIDSON & CO.

22.45K

Dec 31, 25

+1.29K

0.01%

MA Private Wealth

22.24K

Dec 31, 25

+26

0.01%

LOOMIS SAYLES & CO L P

22.15K

Dec 31, 25

+18.85K

0.01%

L & S Advisors Inc

22.05K

Dec 31, 25

+22.05K

0.01%

Waverly Advisors, LLC

22.00K

Dec 31, 25

-1.78K

0.01%

ShoreHaven Wealth Partners, LLC

21.96K

Dec 31, 25

-970

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

21.59K

Dec 31, 25

+715

0.01%

MidWestOne Financial Group, Inc.

21.33K

Dec 31, 25

+2.89K

0.01%

Stelac Advisory Services LLC

20.64K

Dec 31, 25

-525

0.01%

Atomi Financial Group, Inc.

20.43K

Dec 31, 25

-104.78K

0.00%

Kilter Group LLC

19.85K

Dec 31, 25

+219

0.00%

BROWN BROTHERS HARRIMAN & CO

19.53K

Dec 31, 25

+141

0.00%

LifePlan Investment Advisors, Inc.

19.33K

Dec 31, 25

+1.19K

0.00%

CreativeOne Wealth, LLC

19.18K

Dec 31, 25

-1.72K

0.00%

Coordinated Financial Services, Inc.

19.12K

Dec 31, 25

-357

0.00%

Edgestream Partners, L.P.

18.80K

Dec 31, 25

-9.39K

0.00%

Alteri Wealth LLC

18.47K

Dec 31, 25

+118

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

18.37K

Dec 31, 25

+34

0.00%

COMMERCE BANK

18.05K

Dec 31, 25

+2.42K

0.00%

Intelligence Driven Advisers, LLC

17.62K

Dec 31, 25

-2.04K

0.00%

Maia Wealth LLC

17.55K

Dec 31, 25

-413

0.00%

ADVISORY RESEARCH INC

17.52K

Dec 31, 25

0.00%

Haverford Trust Co

17.51K

Dec 31, 25

-192

0.00%

Pathstone Holdings, LLC

17.24K

Dec 31, 25

-391

0.00%

BAILARD, INC.

17.01K

Dec 31, 25

-16.20K

0.00%

Clearview Wealth Advisors LLC

16.81K

Dec 31, 25

+709

0.00%

OLD MISSION CAPITAL LLC

16.74K

Dec 31, 25

+16.74K

0.00%

Arete Wealth Advisors, LLC

16.66K

Dec 31, 25

-63

0.00%

Keebeck Wealth Management, LLC

16.64K

Dec 31, 25

+2.77K

0.00%

Gen-Wealth Partners Inc

16.53K

Dec 31, 25

+3.19K

0.00%

Concorde Asset Management, LLC

16.15K

Dec 31, 25

+1.73K

0.00%

Farmers National Bank

16.03K

Dec 31, 25

0.00%

STRATEGY ASSET MANAGERS LLC

16.01K

Dec 31, 25

-225

0.00%

BINGHAM PRIVATE WEALTH, LLC

15.90K

Dec 31, 25

+15.90K

0.00%

M&T BANK CORP

15.22K

Dec 31, 25

-1.72K

0.00%

REGIMEN WEALTH, LLC

15.20K

Dec 31, 25

+484

0.00%

FIDUCIARY TRUST CO

15.03K

Dec 31, 25

-865

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

14.56K

Dec 31, 25

-109

0.00%

Gotham Asset Management, LLC

14.23K

Dec 31, 25

+2.15K

0.00%

CHAPMAN FINANCIAL GROUP, LLC

14.16K

Dec 31, 25

-281

0.00%

Cresset Asset Management, LLC

13.95K

Dec 31, 25

+507

0.00%

MSH Capital Advisors LLC

13.83K

Dec 31, 25

+1.86K

0.00%

PRUDENTIAL FINANCIAL INC

13.72K

Dec 31, 25

-1.46M

0.00%

Cadence Bank

13.67K

Dec 31, 25

0.00%

Mach-1 Financial Group, LLC

13.45K

Dec 31, 25

-13.52K

0.00%

BUSH INVESTMENT GROUP, LLC

13.43K

Dec 31, 25

+135

0.00%

Moors & Cabot, Inc.

13.33K

Dec 31, 25

+396

0.00%

BROWN ADVISORY INC

12.97K

Dec 31, 25

+133

0.00%

Tyche Wealth Partners LLC

12.80K

Dec 31, 25

+3.45K

0.00%

M1 Capital Management LLC

12.36K

Dec 31, 25

+86

0.00%

Two West Capital Advisors LLC

12.06K

Dec 31, 25

-1.93K

0.00%

BNP PARIBAS

12.00K

Dec 31, 25

0.00%

Sigma Planning Corp

11.81K

Dec 31, 25

-48

0.00%

Toroso Investments, LLC

11.46K

Dec 31, 25

0.00%

CHESAPEAKE CAPITAL CORP /IL/

11.44K

Dec 31, 25

0.00%

IHT Wealth Management, LLC

11.20K

Dec 31, 25

+457

0.00%

PACIFIC FINANCIAL GROUP INC

11.14K

Dec 31, 25

+2.59K

0.00%

MARIPAU WEALTH MANAGEMENT LLC

11.08K

Dec 31, 25

-468

0.00%

Diversified Enterprises, LLC

11.05K

Dec 31, 25

+569

0.00%

Investor's Fiduciary Advisor Network, LLC

11.03K

Dec 31, 25

-59

0.00%

Florin Court Capital LLP

11.00K

Dec 31, 25

+3.20K

0.00%

AQR CAPITAL MANAGEMENT LLC

10.95K

Dec 31, 25

+1.83K

0.00%

Summit Wealth Group, LLC

10.89K

Dec 31, 25

+307

0.00%

Brookwood Investment Group LLC

10.87K

Dec 31, 25

+224

0.00%

Americana Partners, LLC

10.54K

Dec 31, 25

-40

0.00%

Transamerica Financial Advisors, Inc.

10.26K

Dec 31, 25

+2.46K

0.00%

Capital Investment Advisory Services, LLC

10.21K

Dec 31, 25

+1.79K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

10.12K

Dec 31, 25

-1.87K

0.00%

Lido Advisors, LLC

9.79K

Dec 31, 25

+441

0.00%

GUGGENHEIM CAPITAL LLC

9.61K

Dec 31, 25

-13.67K

0.00%

WealthTrak Capital Management LLC

9.50K

Dec 31, 25

+1.61K

0.00%

Engineers Gate Manager LP

9.49K

Dec 31, 25

+2.60K

0.00%

Perennial Investment Advisors, LLC

9.46K

Dec 31, 25

-603

0.00%

WEALTHGARDEN F.S. LLC

9.20K

Dec 31, 25

-508

0.00%

Resurgent Financial Advisors LLC

9.15K

Dec 31, 25

-1.20K

0.00%

Clarendon Private LLC

9.04K

Dec 31, 25

+9.04K

0.00%

Carr Financial Group Corp

9.02K

Dec 31, 25

+127

0.00%

RENAISSANCE TECHNOLOGIES LLC

8.39K

Dec 31, 25

+8.39K

0.00%

MILLENNIUM MANAGEMENT LLC

8.31K

Dec 31, 25

+4.09K

0.00%

CIBC WORLD MARKETS CORP

8.28K

Dec 31, 25

+8.28K

0.00%

Diversified Portfolios, Inc.

8.12K

Dec 31, 25

-57

0.00%

NWAM LLC

7.96K

Dec 31, 25

-2.29K

0.00%

Gladstone Institutional Advisory LLC

7.91K

Dec 31, 25

+80

0.00%

Buckingham Strategic Partners

7.87K

Dec 31, 25

-3.19K

0.00%

Ameritas Advisory Services, LLC

7.75K

Dec 31, 25

+7.54K

0.00%

TrueWealth Financial Partners

7.64K

Dec 31, 25

+7.64K

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

7.58K

Dec 31, 25

+797

0.00%

180 WEALTH ADVISORS, LLC

7.52K

Dec 31, 25

-199

0.00%

F/M Investments LLC

7.48K

Dec 31, 25

+303

0.00%

Legacy Capital Wealth Partners, LLC

7.47K

Dec 31, 25

+89

0.00%

ADE, LLC

7.36K

Dec 31, 25

+712

0.00%

Summit Financial, LLC

7.31K

Dec 31, 25

-1.38K

0.00%

Greenspring Advisors, LLC

7.22K

Dec 31, 25

+4.99K

0.00%

Concord Investment Counsel Inc.

7.19K

Dec 31, 25

-1.38K

0.00%

NATIONAL BANK OF CANADA /FI/

7.07K

Dec 31, 25

+7.07K

0.00%

Northwest Capital Management Inc

7.03K

Dec 31, 25

-13.16K

0.00%

Cape Investment Advisory, Inc.

6.95K

Dec 31, 25

+3.52K

0.00%

Annandale Capital, LLC

6.94K

Dec 31, 25

-72

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

6.90K

Dec 31, 25

-670

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

6.56K

Dec 31, 25

+88

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

6.56K

Dec 31, 25

0.00%

LOWE BROCKENBROUGH & CO INC

6.52K

Dec 31, 25

-100

0.00%

Quartz Partners, LLC

6.50K

Dec 31, 25

+314

0.00%

Advyzon Investment Management, LLC

6.27K

Dec 31, 25

+4.08K

0.00%

NEW ENGLAND ASSET MANAGEMENT INC

6.20K

Dec 31, 25

0.00%

Holistic Planning, LLC

6.08K

Dec 31, 25

+6.08K

0.00%

CAHILL FINANCIAL ADVISORS INC

6.03K

Dec 31, 25

-436

0.00%

Advisor Resource Council

6.01K

Dec 31, 25

+6.01K

0.00%

Hanlon Investment Management, Inc.

5.99K

Dec 31, 25

-150

0.00%

Fourth Dimension Wealth, LLC

5.85K

Dec 31, 25

-154

0.00%

BLAIR WILLIAM & CO/IL

5.80K

Dec 31, 25

-39

0.00%

FAS Wealth Partners, Inc.

5.73K

Dec 31, 25

+318

0.00%

Vident Advisory, LLC

5.61K

Dec 31, 25

+2.94K

0.00%

NATURAL INVESTMENTS, LLC

5.57K

Dec 31, 25

+5.57K

0.00%

Hyundai Investments Co., Ltd.

5.54K

Dec 31, 25

+5.54K

0.00%

Ausdal Financial Partners, Inc.

5.50K

Dec 31, 25

-264

0.00%

Aprio Wealth Management, LLC

5.47K

Dec 31, 25

-1.31K

0.00%

DEARBORN PARTNERS LLC

5.46K

Dec 31, 25

-198

0.00%

GeoWealth Management, LLC

5.40K

Dec 31, 25

-21.95K

0.00%

WORLD EQUITY GROUP, INC.

5.36K

Dec 31, 25

+824

0.00%

Vantage Point Financial LLC

5.19K

Dec 31, 25

+884

0.00%

MONECO Advisors, LLC

5.17K

Dec 31, 25

+96

0.00%

Facet Wealth, Inc.

5.16K

Dec 31, 25

+5.16K

0.00%

Vantage Financial Partners, LLC

5.09K

Dec 31, 25

-2.08K

0.00%

Sage Advisory Services, Ltd.Co.

5.06K

Dec 31, 25

-9.03K

0.00%

Legacy Capital Group California, Inc.

4.92K

Dec 31, 25

+811

0.00%

Keel Point, LLC

4.88K

Dec 31, 25

-315

0.00%

Pinnacle Family Advisors, LLC

4.88K

Dec 31, 25

+281

0.00%

Kovack Advisors, Inc.

4.81K

Dec 31, 25

+4.81K

0.00%

Empirical Asset Management, LLC

4.78K

Dec 31, 25

-1.12K

0.00%

Newport Capital Group, LLC

4.67K

Dec 31, 25

+4.67K

0.00%

DT Investment Partners, LLC

4.63K

Dec 31, 25

0.00%

Argent Trust Co

4.62K

Dec 31, 25

-5.17K

0.00%

MONETARY MANAGEMENT GROUP INC

4.50K

Dec 31, 25

0.00%

Squarepoint Ops LLC

4.48K

Dec 31, 25

+4.48K

0.00%

ORG Partners LLC

4.44K

Dec 31, 25

+356

0.00%

Precision Wealth Strategies, LLC

4.33K

Dec 31, 25

-126

0.00%

GTS SECURITIES LLC

4.13K

Dec 31, 25

+4.13K

0.00%

CENTAURUS FINANCIAL, INC.

4.02K

Dec 31, 25

+240

0.00%

GUIDANCE CAPITAL, INC

4.01K

Dec 31, 25

+4.01K

0.00%

Savvy Advisors, Inc.

4.00K

Dec 31, 25

+711

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

3.84K

Dec 31, 25

+1.28K

0.00%

XTX Topco Ltd

3.84K

Dec 31, 25

+1.68K

0.00%

FineMark National Bank & Trust

3.77K

Dec 31, 25

0.00%

Headlands Technologies LLC

3.72K

Dec 31, 25

-1.52K

0.00%

Jaffetilchin Investment Partners, LLC

3.72K

Dec 31, 25

+45

0.00%

CALTON & ASSOCIATES, INC.

3.72K

Dec 31, 25

-517

0.00%

Advisory Alpha, LLC

3.69K

Dec 31, 25

-154

0.00%

Synergy Investment Management, LLC

3.66K

Dec 31, 25

-664

0.00%

Horizon Investments, LLC

3.57K

Dec 31, 25

-598

0.00%

Aviance Capital Partners, LLC

3.52K

Dec 31, 25

0.00%

Madison Asset Management, LLC

3.52K

Dec 31, 25

0.00%

CacheTech Inc.

3.51K

Dec 31, 25

-1.43K

0.00%

Adams Wealth Management

3.51K

Dec 31, 25

-1.43K

0.00%

Beverly Hills Private Wealth, LLC

3.50K

Dec 31, 25

-326

0.00%

Rehmann Capital Advisory Group

3.49K

Dec 31, 25

-195

0.00%

PFG Advisors

3.47K

Dec 31, 25

-909

0.00%

ENTREWEALTH, LLC

3.42K

Dec 31, 25

+3.42K

0.00%

StoneX Group Inc.

3.39K

Dec 31, 25

+1.29K

0.00%

Windward Private Wealth Management Inc.

3.33K

Dec 31, 25

+37

0.00%

NICOLET BANKSHARES INC

3.29K

Dec 31, 25

+3.29K

0.00%

GWN SECURITIES INC.

3.18K

Dec 31, 25

+390

0.00%

Nordwand Advisors, LLC

3.17K

Dec 31, 25

-40

0.00%

Vernal Point Advisors, LLC

3.17K

Dec 31, 25

-6.63K

0.00%

PRINCIPAL FINANCIAL GROUP INC

3.13K

Dec 31, 25

+13

0.00%

Alpha Financial Advisors, LLC

2.92K

Dec 31, 25

+2.92K

0.00%

Talisman Wealth Advisors LLC

2.84K

Dec 31, 25

+517

0.00%

EAGLE GLOBAL ADVISORS LLC

2.74K

Dec 31, 25

-599

0.00%

EQ LLC

2.69K

Dec 31, 25

+67

0.00%

Stirlingshire Investments, Inc.

2.68K

Dec 31, 25

+2.68K

0.00%

Prosperity Consulting Group, LLC

2.67K

Dec 31, 25

+2.67K

0.00%

Bison Wealth, LLC

2.66K

Dec 31, 25

+2.66K

0.00%

Kingdom Financial Group LLC.

2.63K

Dec 31, 25

-4.05K

0.00%

Frisch Financial Group, Inc.

2.57K

Dec 31, 25

+2.57K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.48K

Dec 31, 25

-2.21K

0.00%

Hillsdale Investment Management Inc.

2.43K

Dec 31, 25

+490

0.00%

Main Street Financial Solutions, LLC

2.43K

Dec 31, 25

-1.01K

0.00%

NORTHLAND SECURITIES, INC.

2.42K

Dec 31, 25

+2.42K

0.00%

Headland Capital, LLC

2.40K

Dec 31, 25

-80

0.00%

SageView Advisory Group, LLC

2.39K

Dec 31, 25

+240

0.00%

PACES FERRY WEALTH ADVISORS, LLC

2.37K

Dec 31, 25

+2.37K

0.00%

WESTWOOD HOLDINGS GROUP INC

2.31K

Dec 31, 25

-96

0.00%

Argentarii, LLC

2.29K

Dec 31, 25

-682

0.00%

Financial Sense Advisors, Inc.

2.27K

Dec 31, 25

-1.14K

0.00%

Three Bridge Wealth Advisors, LLC

2.24K

Dec 31, 25

+2.24K

0.00%

Qube Research & Technologies Ltd

2.15K

Dec 31, 25

+2.15K

0.00%

Bryn Mawr Capital Management, LLC

2.13K

Dec 31, 25

+2.13K

0.00%

Mill Capital Management, LLC

2.06K

Dec 31, 25

+210

0.00%

CULLEN/FROST BANKERS, INC.

1.99K

Dec 31, 25

-443

0.00%

Rice Partnership, LLC

1.95K

Dec 31, 25

-22

0.00%

DEUTSCHE BANK AG\

1.91K

Dec 31, 25

0.00%

Rialto Wealth Management, LLC

1.90K

Dec 31, 25

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

1.85K

Dec 31, 25

+27

0.00%

Solstein Capital, LLC

1.82K

Dec 31, 25

+1.82K

0.00%

Prestige Wealth Management Group LLC

1.75K

Dec 31, 25

0.00%

Fairscale Capital, LLC

1.63K

Dec 31, 25

-7

0.00%

Colonial Trust Co / SC

1.49K

Dec 31, 25

-64

0.00%

Lloyd Advisory Services, LLC.

1.48K

Dec 31, 25

+1.48K

0.00%

Tidemark, LLC

1.38K

Dec 31, 25

-8

0.00%

Private Wealth Asset Management, LLC

1.38K

Dec 31, 25

+1.38K

0.00%

Founders Financial Alliance, LLC

1.21K

Dec 31, 25

-99

0.00%

Larson Financial Group LLC

1.17K

Dec 31, 25

+35

0.00%

Crewe Advisors LLC

1.17K

Dec 31, 25

-163

0.00%

Clearstead Advisors, LLC

1.14K

Dec 31, 25

-627

0.00%

TUCKER ASSET MANAGEMENT LLC

1.11K

Dec 31, 25

+146

0.00%

Annis Gardner Whiting Capital Advisors, LLC

1.01K

Dec 31, 25

0.00%

RICHARDSON FINANCIAL SERVICES INC.

914

Dec 31, 25

-80

0.00%

Vermillion & White Wealth Management Group, LLC

834

Dec 31, 25

0.00%

Commonwealth Retirement Investments LLC

772

Dec 31, 25

+772

0.00%

Sunbelt Securities, Inc.

706

Dec 31, 25

+75

0.00%

AMERIFLEX GROUP, INC.

692

Dec 31, 25

-118

0.00%

Rossby Financial, LCC

617

Dec 31, 25

-179

0.00%

Ransom Advisory, Ltd

598

Dec 31, 25

+598

0.00%

Quest 10 Wealth Builders, Inc.

568

Dec 31, 25

+125

0.00%

OPTIMA CAPITAL LLC

498

Dec 31, 25

+498

0.00%

Lavaca Capital LLC

463

Dec 31, 25

+463

0.00%

Covestor Ltd

438

Dec 31, 25

0.00%

TRUST CO OF VERMONT

427

Dec 31, 25

-437

0.00%

Dunhill Financial, LLC

402

Dec 31, 25

+391

0.00%

Triumph Capital Management

396

Dec 31, 25

-93

0.00%

ROTHSCHILD INVESTMENT LLC

386

Dec 31, 25

0.00%

ESL Trust Services, LLC

293

Dec 31, 25

+293

0.00%

Delos Wealth Advisors, LLC

283

Dec 31, 25

-15

0.00%

Beutel, Goodman & Co Ltd.

270

Dec 31, 25

0.00%

REAP Financial Group, LLC

268

Dec 31, 25

-25

0.00%

Westside Investment Management, Inc.

246

Dec 31, 25

0.00%

SouthState Corp

243

Dec 31, 25

+243

0.00%

MCF Advisors LLC

227

Dec 31, 25

0.00%

McIlrath & Eck, LLC

217

Dec 31, 25

0.00%

Boreal Capital Management LLC

216

Dec 31, 25

-3.25K

0.00%

Laurel Wealth Advisors LLC

200

Dec 31, 25

+200

0.00%

Measured Wealth Private Client Group, LLC

190

Dec 31, 25

0.00%

HAZLETT, BURT & WATSON, INC.

188

Dec 31, 25

+188

0.00%

Archer Investment Corp

187

Dec 31, 25

-11

0.00%

DecisionPoint Financial, LLC

178

Dec 31, 25

+178

0.00%

TCTC Holdings, LLC

162

Dec 31, 25

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

144

Dec 31, 25

+76

0.00%

Financial Gravity Asset Management, Inc.

142

Dec 31, 25

-46

0.00%

Motiv8 Investments LLC

120

Dec 31, 25

+120

0.00%

Breakwater Investment Management

119

Dec 31, 25

0.00%

Asset Dedication, LLC

109

Dec 31, 25

0.00%

Concord Wealth Partners

107

Dec 31, 25

0.00%

AlphaCore Capital LLC

103

Dec 31, 25

0.00%

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

100

Dec 31, 25

0.00%

NOMURA ASSET MANAGEMENT CO LTD

100

Dec 31, 25

0.00%

Premier Financial Group

Dec 31, 25

+96

0.00%

Park Square Financial Group, LLC

Dec 31, 25

-9

0.00%

OGOREK ANTHONY JOSEPH /NY/ /ADV

Dec 31, 25

0.00%

BARRETT & COMPANY, INC.

Dec 31, 25

0.00%

Glen Eagle Advisors, LLC

Dec 31, 25

-18

0.00%

Newbridge Financial Services Group, Inc.

Dec 31, 25

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

Dec 31, 25

0.00%

1620 INVESTMENT ADVISORS, INC.

Dec 31, 25

0.00%

EPG Wealth Management LLC

Dec 31, 25

0.00%

Hurley Capital, LLC

Dec 31, 25

+51

0.00%

CHILTON CAPITAL MANAGEMENT LLC

Dec 31, 25

0.00%

Legacy Wealth Managment, LLC/ID

Dec 31, 25

+25

0.00%

Copia Wealth Management

Dec 31, 25

0.00%

CARDIFF PARK ADVISORS, LLC

Dec 31, 25

0.00%

Salomon & Ludwin, LLC

Dec 31, 25

-5

0.00%

Operose Advisors LLC

Dec 31, 25

+40

0.00%

Atlantic Union Bankshares Corp

Dec 31, 25

0.00%

one8zero8, LLC

Dec 31, 25

+35

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

Dec 31, 25

0.00%

Team Financial Group, LLC

Dec 31, 25

0.00%

POM Investment Strategies, LLC

Dec 31, 25

+31

0.00%

Front Row Advisors LLC

Dec 31, 25

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Dec 31, 25

0.00%

Pinnacle Wealth Planning Services, Inc.

Dec 31, 25

+24

0.00%

Center for Financial Planning, Inc.

Dec 31, 25

+20

0.00%

Reyes Financial Architecture, Inc.

Dec 31, 25

0.00%

Biltmore Family Office, LLC

Dec 31, 25

+18

0.00%

Caitlin John, LLC

Dec 31, 25

0.00%

CURIO WEALTH, LLC

Dec 31, 25

+15

0.00%

Eukles Asset Management

Dec 31, 25

0.00%

Fortis Group Advisors, LLC

Dec 31, 25

0.00%

FWL INVESTMENT MANAGEMENT, LLC

Dec 31, 25

0.00%

GRAND WEALTH MANAGEMENT, LLC

Dec 31, 25

0.00%

Cheviot Value Management, LLC

Dec 31, 25

0.00%

Imprint Wealth LLC

Dec 31, 25

-1

0.00%

Fortis Advisors, LLC

Dec 31, 25

-2.23K

Financial Network Wealth Advisors LLC

Dec 31, 25

-7

Bragg Financial Advisors, Inc

Dec 31, 25

-2.34K

ARGI Investment Services, LLC

Dec 31, 25

-375.23K

HALLMARK CAPITAL MANAGEMENT INC

Dec 31, 25

-65

Municipal Employees' Retirement System of Michigan

Dec 31, 25

-67.55K

Allspring Global Investments Holdings, LLC

Dec 31, 25

-281

PRELUDE CAPITAL MANAGEMENT, LLC

Dec 31, 25

-2.65K

Orion Capital Management LLC

Dec 31, 25

-30

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Dec 31, 25

-116.13K

Marshall & Sterling Wealth Advisors Inc.

Dec 31, 25

-564

Waterloo Capital, L.P.

Dec 31, 25

-2.63K

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

Dec 31, 25

-2.88K

HRT FINANCIAL LP

Dec 31, 25

-65.75K

Wealth Watch Advisors, INC

Dec 31, 25

-365

ALERUS FINANCIAL NA

Dec 31, 25

-37

Templeton & Phillips Capital Management, LLC

Dec 31, 25

-553

HBW Advisory Services LLC

Dec 31, 25

-2.13K

Prudent Man Investment Management, Inc.

Dec 31, 25

-50

MGB Wealth Management, LLC

Dec 31, 25

-5

Trajan Wealth LLC

Dec 31, 25

-27.52K

Empower Advisory Group, LLC

Dec 31, 25

-2.19K

Greenwich Wealth Management LLC

Dec 31, 25

-10.91K

Bear Mountain Capital, Inc.

Dec 31, 25

-4

Strengthening Families & Communities, LLC

Dec 31, 25

-645

CALDWELL SUTTER CAPITAL, INC.

Dec 31, 25

-103

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

Dec 31, 25

-5.41K

Disciplined Investors, L.L.C.

Dec 31, 25

-2.10K

VestGen Advisors, LLC

Dec 31, 25

-6.80K

Vertex Planning Partners, LLC

Dec 31, 25

-90.09K

NewEdge Wealth, LLC

Dec 31, 25

-2.16K

Kiker Wealth Management, LLC

Dec 31, 25

-307

Endurance Services Ltd

Dec 31, 25

-57.54K

Tower Research Capital LLC (TRC)

Dec 31, 25

-100

Sensible Financial Planning & Management, LLC.

796.08K

Sep 30, 25

+57.95K

0.19%

Strategic Wealth Partners, Ltd.

417.72K

Sep 30, 25

+20.33K

0.10%

Lindenwold Advisors, INC

70.87K

Sep 30, 25

+3.09K

0.02%

Siligmueller & Norvid Wealth Advisors LLC

49.04K

Sep 30, 25

+49.04K

0.01%

Bristlecone Advisors, LLC

40.48K

Sep 30, 25

+8.59K

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

27.62K

Sep 30, 25

+2.30K

0.01%

Copperleaf Capital, LLC

22.37K

Sep 30, 25

+282

0.01%

SYNOVUS FINANCIAL CORP

17.90K

Sep 30, 25

+1.47K

0.00%

FULLCIRCLE WEALTH LLC

15.87K

Sep 30, 25

+947

0.00%

Financial Advocates Investment Management

15.17K

Sep 30, 25

-150.50K

0.00%

Lion Street Advisors, LLC

6.15K

Sep 30, 25

-14.30K

0.00%

Abich Financial Wealth Management LLC

6.15K

Sep 30, 25

+6.15K

0.00%

WETHERBY ASSET MANAGEMENT INC

6.06K

Sep 30, 25

+23

0.00%

Dai-ichi Life Holdings, Inc.

4.90K

Sep 30, 25

+4.90K

0.00%

New Century Financial Group, LLC

4.37K

Sep 30, 25

-3.18K

0.00%

PINNACLE FINANCIAL PARTNERS INC

3.45K

Sep 30, 25

+3.45K

0.00%

Certus Wealth Management, LLC

3.07K

Sep 30, 25

-296

0.00%

AllSquare Wealth Management LLC

656

Sep 30, 25

0.00%

Creekmur Asset Management LLC

474

Sep 30, 25

-147

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Binnacle Investments Inc

Sep 30, 25

0.00%

Money Design Co.,Ltd.

1.39M

Jun 30, 25

+62.05K

0.34%

Talon Private Wealth, LLC

290.12K

Jun 30, 25

-51.17K

0.07%

Atria Wealth Solutions, Inc.

202.58K

Jun 30, 25

-108.74K

0.05%

AVANTAX ADVISORY SERVICES, INC.

181.00K

Jun 30, 25

+8.14K

0.04%

DOHJ, LLC

129.23K

Jun 30, 25

+64.08K

0.03%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

94.09K

Jun 30, 25

-2.80K

0.02%

Congress Wealth Management LLC / DE /

67.94K

Jun 30, 25

+15.49K

0.02%

Parkside Advisors LLC

66.56K

Jun 30, 25

+349

0.02%

Graypoint LLC

45.95K

Jun 30, 25

+535

0.01%

Semmax Financial Advisors Inc.

45.55K

Jun 30, 25

+1.71K

0.01%

Summit X, LLC

36.03K

Jun 30, 25

-25.16K

0.01%

First Horizon Advisors, Inc.

33.23K

Jun 30, 25

+2.61K

0.01%

My Legacy Advisors, LLC

30.31K

Jun 30, 25

+3.60K

0.01%

J. W. Coons Advisors, LLC

12.63K

Jun 30, 25

0.00%

Elios Financial Group Inc.

8.55K

Jun 30, 25

-1.04K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

3.56K

Jun 30, 25

+3.56K

0.00%

Enterprise Bank & Trust Co

2.48K

Jun 30, 25

0.00%

Financial Gravity Companies, Inc.

612

Jun 30, 25

+612

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-914

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+21

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

-94

0.00%

West Coast Financial LLC

330.50K

Mar 31, 25

+20.52K

0.08%

Orion Portfolio Solutions, LLC

146.19K

Mar 31, 25

+28.34K

0.04%

Spectrum Wealth Counsel, LLC

55.54K

Mar 31, 25

-11.97K

0.01%

Coordinated Financial Services, Inc./CO

18.76K

Mar 31, 25

+18.76K

0.00%

US FINANCIAL ADVISORS, LLC

8.39K

Mar 31, 25

+795

0.00%

Heritage Wealth Partners, LLC

2.31K

Mar 31, 25

+2.31K

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-5.79K

Lane & Associates LLC

Mar 31, 25

-4.94K

Eagle Ridge Investment Management

212.03K

Dec 31, 24

-6.10K

0.05%

HTLF Bank

46.34K

Dec 31, 24

+10.07K

0.01%

HART & PATTERSON FINANCIAL GROUP LLC

26.20K

Dec 31, 24

-24

0.01%

Peninsula Wealth, LLC

24.83K

Dec 31, 24

-4.86K

0.01%

Maiden Cove Capital, LLC

9.99K

Dec 31, 24

-988

0.00%

Maxwell Wealth Strategies Inc.

7.99K

Dec 31, 24

+333

0.00%

Private Portfolio Partners LLC

4.01K

Dec 31, 24

+558

0.00%

Madison Investment Advisors, LLC

3.52K

Dec 31, 24

+3.52K

0.00%

WR Wealth Planners, LLC

2.90K

Dec 31, 24

-2.88K

0.00%

CRITERION CAPITAL ADVISORS, LLC

1.21K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

783

Dec 31, 24

-1.27K

0.00%

WINTRUST INVESTMENTS LLC

775

Dec 31, 24

+48

0.00%

Sugarloaf Wealth Management, LLC

115

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-654

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

-1.53K

RAYMOND JAMES & ASSOCIATES

688.95K

Sep 30, 24

+57.63K

0.17%

Raymond James Financial Services Advisors, Inc.

471.91K

Sep 30, 24

-13.07K

0.12%

Alera Investment Advisors, LLC

149.96K

Sep 30, 24

+1.75K

0.04%

TNF LLC

86.11K

Sep 30, 24

-944

0.02%

GYL FINANCIAL SYNERGIES, LLC

59.97K

Sep 30, 24

+582

0.01%

Family Asset Management, LLC

39.82K

Sep 30, 24

+18.40K

0.01%

Axiom Advisory, LLC

15.74K

Sep 30, 24

+246

0.00%

CHARTWELL INVESTMENT PARTNERS, LLC

12.93K

Sep 30, 24

0.00%

Diversified, LLC

10.51K

Sep 30, 24

-98

0.00%

RAYMOND JAMES TRUST N.A.

7.79K

Sep 30, 24

-332

0.00%

FinTrust Capital Advisors, LLC

3.60K

Sep 30, 24

-793

0.00%

Aspire Wealth Management Corp

1.78K

Sep 30, 24

+18

0.00%

Annapolis Financial Services, LLC

1.08K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

366

Sep 30, 24

0.00%

First Personal Financial Services

179

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

+69

0.00%

Naples Money Management LLC

Sep 30, 24

-10

BlackRock Inc.

2.26M

Jun 30, 24

-156.42K

0.55%

GIRARD PARTNERS LTD.

18.40K

Jun 30, 24

+74

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

3.57K

Jun 30, 24

-607

0.00%

Relative Value Partners Group, LLC

2.30K

Jun 30, 24

+2.30K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

621

Jun 30, 24

-208

0.00%

ICA Group Wealth Management, LLC

357

Jun 30, 24

-8.34K

0.00%

Private Ocean, LLC

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Charles Schwab Investment Advisory, Inc.

5.37M

Mar 31, 24

-92.08K

1.31%

Cetera Advisors LLC

430.68K

Mar 31, 24

+56.09K

0.11%

Cetera Advisor Networks LLC

408.63K

Mar 31, 24

+6.02K

0.10%

Manning & Napier Group, LLC

356.06K

Mar 31, 24

+43.59K

0.09%

Financial Advisory Group

24.95K

Mar 31, 24

-14.71K

0.01%

Coppell Advisory Solutions Corp.

4.93K

Mar 31, 24

+4.93K

0.00%

CAMBRIDGE TRUST CO

145

Mar 31, 24

0.00%

Retirement Group, LLC

122

Mar 31, 24

0.00%

Cutler Group LLC / CA

Mar 31, 24

-33

Perella Weinberg Partners Capital Management LP

Mar 31, 24

-2.77K

Connectus Wealth, LLC

Mar 31, 24

-548.68K

WEALTHSOURCE PARTNERS, LLC

309.64K

Dec 31, 23

-15.59K

0.08%

LWS Wealth Advisors, Inc.

143.00K

Dec 31, 23

+1.52K

0.03%

Bartlett & Co. LLC

92.99K

Dec 31, 23

+1.33K

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

44.76K

Dec 31, 23

+44.76K

0.01%

PROVENCE WEALTH MANAGEMENT GROUP

42.54K

Dec 31, 23

+1.65K

0.01%

DFPG INVESTMENTS, LLC

33.57K

Dec 31, 23

+2.08K

0.01%

Day & Ennis, LLC

20.05K

Dec 31, 23

-2.44K

0.00%

Baystate Wealth Management LLC

15.21K

Dec 31, 23

+537

0.00%

Curi Wealth Management, LLC

14.29K

Dec 31, 23

+14.29K

0.00%

DB Wealth Management Group, LLC

4.37K

Dec 31, 23

+4.36K

0.00%

Simplicity Solutions, LLC

3.37K

Dec 31, 23

+117

0.00%

KB FINANCIAL PARTNERS, LLC

367.98K

Sep 30, 23

+1.01K

0.09%

PATHSTONE FAMILY OFFICE, LLC

208.20K

Sep 30, 23

+51.20K

0.05%

Icon Wealth Partners, LLC

136.73K

Sep 30, 23

-34.38K

0.03%

COMERICA SECURITIES,INC.

109.16K

Sep 30, 23

-39.49K

0.03%

Polaris Wealth Advisory Group, LLC

83.74K

Sep 30, 23

+83.74K

0.02%

DUBUQUE BANK & TRUST CO

71.20K

Sep 30, 23

-323

0.02%

KCS Wealth Advisory

56.95K

Sep 30, 23

+1.20K

0.01%

Antonetti Capital Management LLC

18.56K

Sep 30, 23

-100

0.00%

Truadvice, LLC

11.44K

Sep 30, 23

-1.85K

0.00%

Cornerstone Retirement Group, Inc.

7.20K

Sep 30, 23

+7.20K

0.00%

Tri-Star Advisors Inc.

4.87K

Sep 30, 23

0.00%

Financial Advantage, Inc.

2.58K

Sep 30, 23

0.00%

Steward Financial Group LLC

Sep 30, 23

+63

0.00%

Coury Firm Asset Management LLC

Sep 30, 23

-14.30K

TIAA, FSB

3.96M

Jun 30, 23

+860.23K

0.97%

PFS INVESTMENTS INC.

2.01M

Jun 30, 23

+181.93K

0.49%

BerganKDV Wealth Management, LLC

442.36K

Jun 30, 23

+241.90K

0.11%

AJ WEALTH STRATEGIES, LLC

145.98K

Jun 30, 23

+19.47K

0.04%

First Capital Advisors Group, LLC.

37.33K

Jun 30, 23

+23.12K

0.01%

Ten Capital Wealth Advisors, LLC

25.45K

Jun 30, 23

-296

0.01%

VALLEY FINANCIAL MANAGEMENT, INC.

23.37K

Jun 30, 23

+23.37K

0.01%

BMS Financial Advisors, LLC

20.81K

Jun 30, 23

-17.47K

0.01%

TimeScale Financial, Inc.

6.72K

Jun 30, 23

-986

0.00%

First National Bank of South Miami

4.67K

Jun 30, 23

-2.39K

0.00%

Veritable, L.P.

4.10K

Jun 30, 23

0.00%

Vident Investment Advisory, LLC

2.45K

Jun 30, 23

+2.45K

0.00%

Lumature Wealth Partners, LLC

2.37K

Jun 30, 23

-478

0.00%

Endurance Wealth Management, Inc.

587

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

Jun 30, 23

0.00%

Avalon Investment & Advisory

256.69K

Mar 31, 23

+50.58K

0.06%

HARVEST GROUP WEALTH MANAGEMENT, LLC

76.90K

Mar 31, 23

-20.54K

0.02%

Parsec Financial Management, Inc.

62.49K

Mar 31, 23

+37.01K

0.02%

Quantitative Advantage, LLC

22.85K

Mar 31, 23

+3.15K

0.01%

Ahrens Investment Partners LLC

117

Mar 31, 23

+117

0.00%

BANK OF THE WEST

117.24K

Dec 31, 22

+102.89K

0.03%

Jenkins Wealth

45.00K

Dec 31, 22

+45.00K

0.01%

Autus Asset Management, LLC

16.00K

Dec 31, 22

-3.75K

0.00%

Laurel Wealth Advisors, Inc.

7.57K

Dec 31, 22

+566

0.00%

S.C. Financial Services, Inc.

2.89K

Dec 31, 22

+2.89K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

113

Dec 31, 22

+113

0.00%

Claraphi Advisory Network, LLC

Dec 31, 22

-5.15K

EATON VANCE MANAGEMENT

58.48K

Sep 30, 22

-1.08K

0.01%

SP Asset Management

51.98K

Sep 30, 22

-7.22K

0.01%

Round Table Services, LLC

45.22K

Sep 30, 22

-21.89K

0.01%

Danda Trouve Investment Management, Inc.

32.75K

Sep 30, 22

-972

0.01%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

26.61K

Sep 30, 22

+2.03K

0.01%

WESTERN FINANCIAL Corp

13.63K

Sep 30, 22

+13.63K

0.00%

MUFG Americas Holdings Corp

7.42K

Sep 30, 22

-282

0.00%

Spectrum Management Group, LLC

6.83K

Sep 30, 22

+5.90K

0.00%

Jefferies Group LLC

5.05K

Sep 30, 22

+27

0.00%

American Portfolios Advisors

4.60K

Sep 30, 22

+4.60K

0.00%

Highland Private Wealth Management

4.06K

Sep 30, 22

0.00%

Beaumont Financial Partners, LLC

2.58K

Sep 30, 22

+2.58K

0.00%

MILESTONE WEALTH, LLC

2.51K

Sep 30, 22

-71

0.00%

KARLINSKI ANDREW C

857

Sep 30, 22

+399

0.00%

Strategic Asset Management, LLC

353

Sep 30, 22

-129

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

+46

0.00%

FourThought Financial, LLC

Sep 30, 22

0.00%

BLUESTEIN R H & CO LLC

Sep 30, 22

-5.07K

ACG Wealth

Sep 30, 22

-18

Farmer Steven Patrick

224.56K

Jun 30, 22

+224.56K

0.05%

DIXON HUBARD FEINOUR & BROWN INC/VA

158.88K

Jun 30, 22

-5.18K

0.04%

Private Capital Group, LLC

2.51K

Jun 30, 22

-2.08K

0.00%

Frontier Wealth Management LLC

2.22K

Jun 30, 22

-415

0.00%

Enterprise Trust & Investment Co

548

Jun 30, 22

+548

0.00%

Fieldpoint Private Securities, LLC

162

Jun 30, 22

+162

0.00%

ADVISOR PARTNERS LLC

Jun 30, 22

-8.28K

BAR HARBOR TRUST SERVICES

Jun 30, 22

Altium Wealth Management LLC

Jun 30, 22

-2.04K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

332.43K

Mar 31, 22

+308.31K

0.08%

People's United Financial, Inc.

217.31K

Mar 31, 22

-40.84K

0.05%

IndexIQ Advisors LLC

111.73K

Mar 31, 22

-217.99K

0.03%

Winfield Associates, Inc.

3.14K

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

2.32K

Mar 31, 22

+10

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

HawsGoodwin Investment Management LLC

49.82K

Dec 31, 21

-30.33K

0.01%

VIVID FINANCIAL MANAGEMENT, INC.

36.09K

Dec 31, 21

-3.74K

0.01%

Investors Financial Group, LLC

4.51K

Dec 31, 21

+55

0.00%

Biltmore Capital Advisors LLC

2.24K

Dec 31, 21

+371

0.00%

REILLY FINANCIAL ADVISORS, LLC

1.89K

Dec 31, 21

+766

0.00%

Carroll Financial Associates, Inc.

1.40K

Dec 31, 21

+1.03K

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-11.46K

NorthCoast Asset Management LLC

694.90K

Sep 30, 21

+10.43K

0.17%

OLD DOMINION CAPITAL MANAGEMENT INC

75.75K

Sep 30, 21

-205

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

58.56K

Sep 30, 21

-500

0.01%

CEDAR CAPITAL, LLC

13.89K

Sep 30, 21

+221

0.00%

Cascadia Advisory Services, LLC

6.82K

Sep 30, 21

+3.78K

0.00%

SYMONS CAPITAL MANAGEMENT INC

3.56K

Sep 30, 21

+3.56K

0.00%

SECURITY NATIONAL TRUST CO

238

Sep 30, 21

0.00%

BBVA USA

Sep 30, 21

0.00%

Sonora Investment Management, LLC

Sep 30, 21

Berman Capital Advisors, LLC

Sep 30, 21

-457

BADGLEY PHELPS & BELL INC

139.09K

Jun 30, 21

+5.25K

0.03%

Hoover Financial Advisors, Inc.

577

Jun 30, 21

+577

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

QS Investors, LLC

Jun 30, 21

-69.01K

Pinnacle Advisory Group, Inc.

52.90K

Mar 31, 21

+13.63K

0.01%

Lighthouse Financial Advisors, Inc.

Mar 31, 21

-2.00K

OLD MISSION CAPITAL, LLC

31.00K

Dec 31, 20

+31.00K

0.01%

ROWLAND CARMICHAEL ADVISORS INC /ADV

16.89K

Dec 31, 20

+16.89K

0.00%

ETRADE Capital Management LLC

223.68K

Sep 30, 20

+15.06K

0.05%

Optimum Quantvest Corp

40.84K

Sep 30, 20

-2.45K

0.01%

First Allied Advisory Services, Inc.

35.70K

Sep 30, 20

-4.43K

0.01%

Cougar Global Investments Ltd

26.15K

Sep 30, 20

+1.45K

0.01%

Independence Advisors, LLC

451

Sep 30, 20

+56

0.00%

Stearns Financial Services Group

167

Sep 30, 20

+167

0.00%

Watson Rebecca

Sep 30, 20

-123

LifePlan Financial Group, Inc

Sep 30, 20

-2.98K

BRINKER CAPITAL INC

125.88K

Jun 30, 20

+125.88K

0.03%

Lenox Wealth Management, Inc.

62.83K

Jun 30, 20

-14.15K

0.02%

Global Financial Private Capital, Inc

26.11K

Jun 30, 20

-53.51K

0.01%

TRUEWEALTH LLC

1.06K

Jun 30, 20

0.00%

FRONTIER INVESTMENT MGMT CO

Jun 30, 20

-3.09K

CA Family Wealth, LLC

3.10K

Mar 31, 20

-1.73K

0.00%

Squar Milner Financial Services LLC

Mar 31, 20

-88

0.00%

Advisor Group, Inc.

627.88K

Dec 31, 19

+47.76K

0.15%

LADENBURG THALMANN FINANCIAL SERVICES INC.

456.07K

Dec 31, 19

+142.59K

0.11%

CAPITAL ONE, NATIONAL ASSOCIATION

6.76K

Dec 31, 19

+6.76K

0.00%

Torch Wealth Management LLC

3.90K

Dec 31, 19

0.00%

Highstreet Asset Management Inc.

842

Dec 31, 19

+842

0.00%

SUNTRUST BANKS INC

1.26M

Sep 30, 19

+40.56K

0.31%

BB&T SECURITIES, LLC

214.70K

Sep 30, 19

+66.13K

0.05%

Shamrock Asset Management LLC

6.76K

Sep 30, 19

+1.67K

0.00%

MRA Associates USA LLC

3.69K

Sep 30, 19

+413

0.00%

Highwater Wealth Management, LLC

3.44K

Sep 30, 19

-46

0.00%

Wealth & Pension Services Group, Inc.

2.42K

Sep 30, 19

-185

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

Sep 30, 19

+68

0.00%

TMD & ASSOCIATES, INC

3.32K

Jun 30, 19

0.00%

Alpha Quant Advisors, LLC

5.38K

Mar 31, 19

0.00%

HL FINANCIAL SERVICES LLC

2.10K

Mar 31, 19

-189

0.00%

NEXT Financial Holdings

578

Mar 31, 19

+578

0.00%

AT Bancorp

Mar 31, 19

-11.95K

Catamount Wealth Management

Mar 31, 19

-51

Watermark Asset Management, Inc.

9.08K

Dec 31, 18

+10

0.00%

HAYS ADVISORY LLC

5.26K

Sep 30, 18

+33

0.00%

SOLARIS ASSET MANAGEMENT LLC

794

Sep 30, 18

0.00%

AFAM CAPITAL, INC.

Sep 30, 18

-6.03K

THOMASPARTNERS, INC.

2.05M

Mar 31, 18

+1.00M

0.50%

Simply Money Advisors

3.62K

Mar 31, 18

-488

0.00%

SII INVESTMENTS INC/WI

64.11K

Dec 31, 17

+9.29K

0.02%

BB&T INVESTMENT SERVICES, INC.

38.88K

Dec 31, 17

+7.07K

0.01%

IFC Holdings Incorporated/FL

27.12K

Dec 31, 17

+3.56K

0.01%

Yellowstone Partners, LLC

12.98K

Dec 31, 17

-532

0.00%

Blue Granite Capital, LLC

5.36K

Dec 31, 17

-300

0.00%

Cornerstone Financial Partners, LLC

3.44K

Dec 31, 17

-13.21K

0.00%

NATIONAL PLANNING CORP

230

Dec 31, 17

-4.66K

0.00%

WealthShield, LLC

198

Dec 31, 17

+198

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-27.41K

Commonwealth Equity Services, Inc

53.95K

Jun 30, 17

-5.83K

0.01%

CETERA INVESTMENT MANAGEMENT LLC

31.92K

Jun 30, 17

-2.98K

0.01%

RONALD BLUE & CO LLC

15.66K

Jun 30, 17

-1.99K

0.00%

Independent Portfolio Consultants, Inc.

8.31K

Jun 30, 17

-4.12K

0.00%

Virtu KCG Holdings LLC

3.29K

Jun 30, 17

-4.13K

0.00%

CAPSTONE ASSET MANAGEMENT CO

2.37K

Jun 30, 17

-649

0.00%

WFG Advisors, LP

Jun 30, 17

+12

0.00%

BlackRock Investment Management, LLC

571.66K

Dec 31, 16

+46.69K

0.14%

BlackRock Fund Advisors

305.22K

Dec 31, 16

+291.44K

0.07%

BlackRock Japan Co. Ltd

80.91K

Dec 31, 16

+80.91K

0.02%

BLACKROCK ADVISORS LLC

31.05K

Dec 31, 16

-138.60K

0.01%

MSI Financial Services Inc

15.79K

Dec 31, 16

-87

0.00%

KANALY TRUST CO

1.03K

Dec 31, 16

-679

0.00%

VSR Financial Services, Inc.

52.01K

Jun 30, 16

+28.59K

0.01%

FIRSTMERIT BANK N A TRUSTEE

50.45K

Jun 30, 16

+50.45K

0.01%

Investors Capital Advisory Services

21.99K

Jun 30, 16

+1.28K

0.01%

Gupta Wealth Management LLC

300

Mar 31, 16

0.00%

Alerus Investment Advisors Corp

200

Mar 31, 16

+200

0.00%

Cleary Gull Holdings Inc.

Mar 31, 16

-120

CURIAN CAPITAL LLC

98.53K

Dec 31, 15

-260.63K

0.02%

Pinnacle Summer Investments, Inc.

212

Dec 31, 15

+106

0.00%

CITY NATIONAL BANK

3.40K

Sep 30, 15

-40

0.00%

MANAGED ACCOUNT ADVISORS LLC

13.43M

Jun 30, 15

+3.54M

3.28%

Laidlaw Group, LLC

104.04K

Jun 30, 15

-230

0.03%

FolioMetrix LLC

52.73K

Jun 30, 15

+6.49K

0.01%

INVESTORS TRUST INC

4.47K

Jun 30, 15

0.00%

F-Squared Investment Management, LLC

Jun 30, 15

-625.00K

BAIRD ROBERT W & CO INC /WI/

15.69K

Mar 31, 15

+2.16K

0.00%

STANCORP INVESTMENT ADVISERS INC

642

Mar 31, 15

-237

0.00%

First Allied Asset Management, Inc.

Mar 31, 15

-151.54K

NEW ENGLAND SECURITIES CORP /MA/

8.35K

Dec 31, 14

-953

0.00%

Placemark Investments, Inc.

Dec 31, 14

-128.16K

UBS AG

579.19K

Sep 30, 14

+98.00K

0.14%

COMMUNITY BANK SYSTEM, INC.

400

Sep 30, 14

0.00%

GlobalBridge, Inc.

3.87K

Mar 31, 14

+294

0.00%

Jane Street Holding, LLC

59.32K

Dec 31, 13

+59.32K

0.01%

GALAXY CAPITAL TRADING LTD

9.79K

Dec 31, 13

+9.79K

0.00%

STIFEL NICOLAUS & CO INC \MO\

253.13K

Sep 30, 13

-45

0.06%

KNIGHT CAPITAL GROUP LLC

54.95K

Jun 30, 13

+47.82K

0.01%

CITY NATIONAL ROCHDALE, LLC

4.94K

Dec 31, 12

+4.94K

0.00%

First Allied Securities, Inc.

9.35K

Jun 30, 12

+2.14K

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

Dec 31, 10

0.00%