Nuveen AMT-Free Quality Municipal Income Fund(NEA)

$11.31▼-0.22 (-1.91%)

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Nuveen AMT-Free Quality Municipal Income Fund(NEA)

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$11.31▼-0.22 (-1.91%)

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NEA(NEA)

NEA

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Institutional Ownership

Top 467 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	9.91M	Mar 31, 26	+209.16K	3.31%
GUGGENHEIM CAPITAL LLC	3.11M	Mar 31, 26	+642.67K	1.04%
RAYMOND JAMES FINANCIAL INC	3.01M	Mar 31, 26	+410.68K	1.01%
WELLS FARGO & COMPANY/MN	2.78M	Mar 31, 26	+52.47K	0.93%
Hennion & Walsh Asset Management, Inc.	1.76M	Mar 31, 26	-14.70K	0.59%
UBS Group AG	1.73M	Mar 31, 26	-60.75K	0.58%
LPL Financial LLC	1.45M	Mar 31, 26	+277.69K	0.48%
McGowan Group Asset Management, Inc.	1.43M	Mar 31, 26	+18.31K	0.48%
ROYAL BANK OF CANADA	1.33M	Mar 31, 26	+53.51K	0.44%
VAN ECK ASSOCIATES CORP	1.32M	Mar 31, 26	-66.83K	0.44%
STIFEL FINANCIAL CORP	1.09M	Mar 31, 26	+65.54K	0.36%
HighTower Advisors, LLC	1.07M	Mar 31, 26	-629	0.36%
Congress Park Capital LLC	850.00K	Mar 31, 26	-95.00K	0.28%
Melone Private Wealth, LLC	711.74K	Mar 31, 26	+59.84K	0.24%
Eagle Bluffs Wealth Management LLC	678.39K	Mar 31, 26	+33.93K	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	674.33K	Mar 31, 26	+45.30K	0.23%
BYRNE FINANCIAL FREEDOM, LLC	642.06K	Mar 31, 26	-6.75K	0.21%
ADVISOR GROUP HOLDINGS, INC.	572.06K	Mar 31, 26	+103.92K	0.19%
Cetera Investment Advisers	541.99K	Mar 31, 26	+18.83K	0.18%
AMERIPRISE FINANCIAL INC	444.56K	Mar 31, 26	-19.69K	0.15%
Kestra Advisory Services, LLC	439.60K	Mar 31, 26	+163.74K	0.15%
SIT INVESTMENT ASSOCIATES INC	411.73K	Mar 31, 26	-93.47K	0.14%
Cresta Advisors, Ltd.	385.65K	Mar 31, 26	+116.00K	0.13%
Rockefeller Capital Management L.P.	379.23K	Mar 31, 26	-52.08K	0.13%
Palogic Value Management, L.P.	377.56K	Mar 31, 26	+8.77K	0.13%
Merit Financial Group, LLC	361.96K	Mar 31, 26	-1.47K	0.12%
Capital Investment Advisors, LLC	323.49K	Mar 31, 26	-16.01K	0.11%
COHEN & STEERS, INC.	304.71K	Mar 31, 26	-15.00K	0.10%
CURA WEALTH ADVISORS, LLC	302.00K	Mar 31, 26	-5.00K	0.10%
HORIZON KINETICS ASSET MANAGEMENT LLC	296.31K	Mar 31, 26	+1.06K	0.10%
Advisors Asset Management, Inc.	292.87K	Mar 31, 26	-19.91K	0.10%
Janney Montgomery Scott LLC	292.35K	Mar 31, 26	+64.77K	0.10%
Leo Wealth, LLC	283.14K	Mar 31, 26	+51.62K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	280.90K	Mar 31, 26	+3.75K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	265.33K	Mar 31, 26	+2.66K	0.09%
KIM, LLC	243.70K	Mar 31, 26	--	0.08%
GILL CAPITAL PARTNERS, LLC	241.90K	Mar 31, 26	-1.71K	0.08%
Jupiter Wealth Management LLC	240.24K	Mar 31, 26	+240.24K	0.08%
Cambridge Investment Research Advisors, Inc.	239.88K	Mar 31, 26	+3.49K	0.08%
EVOKE WEALTH, LLC	236.50K	Mar 31, 26	-18.59K	0.08%
Lido Advisors, LLC	227.46K	Mar 31, 26	+4.11K	0.08%
TRUIST FINANCIAL CORP	220.59K	Mar 31, 26	+542	0.07%
Invesco Ltd.	214.09K	Mar 31, 26	-12.15K	0.07%
Intellectus Partners, LLC	203.62K	Mar 31, 26	+6.14K	0.07%
BlackRock, Inc.	200.10K	Mar 31, 26	+103	0.07%
Fiera Capital Corp	198.44K	Mar 31, 26	+198.44K	0.07%
HARBOUR INVESTMENTS, INC.	194.81K	Mar 31, 26	+142.57K	0.07%
Wakefield Asset Management LLLP	179.25K	Mar 31, 26	+14.41K	0.06%
JANE STREET GROUP, LLC	179.07K	Mar 31, 26	-46.66K	0.06%
Spire Wealth Management	168.73K	Mar 31, 26	+20.99K	0.06%
Baird Financial Group, Inc.	164.30K	Mar 31, 26	-40.35K	0.05%
Tyche Wealth Partners LLC	162.88K	Mar 31, 26	+933	0.05%
Savant Capital, LLC	157.08K	Mar 31, 26	+9	0.05%
IBEX WEALTH ADVISORS	151.50K	Mar 31, 26	-4.60K	0.05%
Kercheville Advisors, LLC	146.03K	Mar 31, 26	+4.62K	0.05%
Steward Partners Investment Advisory, LLC	144.33K	Mar 31, 26	+4.48K	0.05%
Waverly Advisors, LLC	140.53K	Mar 31, 26	-32.36K	0.05%
Gridiron Partners, LLC	139.85K	Mar 31, 26	-30.03K	0.05%
Breakwater Capital Group	136.16K	Mar 31, 26	-879	0.05%
CI Private Wealth, LLC	131.88K	Mar 31, 26	-1.46K	0.04%
NewEdge Wealth, LLC	123.68K	Mar 31, 26	+1.28K	0.04%
JFS WEALTH ADVISORS, LLC	122.84K	Mar 31, 26	+54	0.04%
Venture Visionary Partners LLC	121.68K	Mar 31, 26	+17.50K	0.04%
Abel Hall, LLC	120.00K	Mar 31, 26	--	0.04%
WESBANCO BANK INC	119.06K	Mar 31, 26	+5.78K	0.04%
Stratos Wealth Partners, LTD.	117.05K	Mar 31, 26	+11.81K	0.04%
PNC FINANCIAL SERVICES GROUP, INC.	115.52K	Mar 31, 26	--	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	112.21K	Mar 31, 26	-52.98K	0.04%
SILVERLAKE WEALTH MANAGEMENT LLC	108.12K	Mar 31, 26	+3.36K	0.04%
Modern Wealth Management, LLC	103.56K	Mar 31, 26	-10.60K	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	101.82K	Mar 31, 26	+2.17K	0.03%
CoreCap Advisors, LLC	101.76K	Mar 31, 26	+33.18K	0.03%
Mariner, LLC	101.60K	Mar 31, 26	+24.13K	0.03%
DAVENPORT & Co LLC	98.82K	Mar 31, 26	+4.30K	0.03%
Creative Planning	96.65K	Mar 31, 26	+1.68K	0.03%
CHILDRESS CAPITAL ADVISORS, LLC	96.00K	Mar 31, 26	--	0.03%
CAPTRUST FINANCIAL ADVISORS	94.27K	Mar 31, 26	+6.12K	0.03%
Prospera Financial Services Inc	94.09K	Mar 31, 26	+427	0.03%
ACCREDITED INVESTOR SERVICES, LLC	88.46K	Mar 31, 26	+6.43K	0.03%
Summit Trail Advisors, LLC	86.78K	Mar 31, 26	+86.78K	0.03%
MERCER GLOBAL ADVISORS INC /ADV	86.28K	Mar 31, 26	+10.95K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	85.64K	Mar 31, 26	+51.65K	0.03%
CARY STREET PARTNERS FINANCIAL LLC	84.72K	Mar 31, 26	+11.30K	0.03%
ENVESTNET ASSET MANAGEMENT INC	78.97K	Mar 31, 26	+1.65K	0.03%
Kingsview Wealth Management, LLC	77.50K	Mar 31, 26	+12.30K	0.03%
Aviance Capital Partners, LLC	74.61K	Mar 31, 26	-8.29K	0.02%
Whipplewood Advisors, LLC	74.28K	Mar 31, 26	-612	0.02%
Uniting Wealth Partners, LLC	70.11K	Mar 31, 26	+70.11K	0.02%
Private Advisor Group, LLC	69.88K	Mar 31, 26	+33	0.02%
OPPENHEIMER & CO INC	67.79K	Mar 31, 26	-8.00K	0.02%
Broyhill Asset Management	67.02K	Mar 31, 26	-25.25K	0.02%
NAPLES GLOBAL ADVISORS, LLC	66.43K	Mar 31, 26	-1.38K	0.02%
Founders Financial Alliance, LLC	64.84K	Mar 31, 26	+6.89K	0.02%
FLC Capital Advisors	64.45K	Mar 31, 26	-6.00K	0.02%
Redhawk Wealth Advisors, Inc.	57.74K	Mar 31, 26	+661	0.02%
Kovack Advisors, Inc.	56.75K	Mar 31, 26	-368	0.02%
Destiny Wealth Partners, LLC	54.91K	Mar 31, 26	+6.97K	0.02%
Altus Wealth Group LLC	53.69K	Mar 31, 26	--	0.02%
MYECFO, LLC	53.20K	Mar 31, 26	--	0.02%
Wealth Alliance Advisory Group, LLC	52.68K	Mar 31, 26	+33.64K	0.02%
Sentinus, LLC	52.10K	Mar 31, 26	--	0.02%
BENJAMIN EDWARDS INC	51.76K	Mar 31, 26	--	0.02%
Colony Group, LLC	49.77K	Mar 31, 26	-1.55K	0.02%
Coastal Investment Advisors, Inc.	46.75K	Mar 31, 26	--	0.02%
Cerity Partners LLC	45.63K	Mar 31, 26	-11.64K	0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	45.11K	Mar 31, 26	+599	0.02%
FIFTH THIRD BANCORP	44.24K	Mar 31, 26	+44.24K	0.01%
Rinkey Investments	43.50K	Mar 31, 26	--	0.01%
WCG Wealth Advisors LLC	40.87K	Mar 31, 26	--	0.01%
TCG Advisory Services, LLC	40.79K	Mar 31, 26	-8.11K	0.01%
Sowell Financial Services LLC	39.86K	Mar 31, 26	+29	0.01%
Concurrent Investment Advisors, LLC	39.47K	Mar 31, 26	+13.74K	0.01%
Glen Eagle Advisors, LLC	38.51K	Mar 31, 26	-4.02K	0.01%
Farther Finance Advisors, LLC	38.09K	Mar 31, 26	+206	0.01%
Clear Creek Financial Management, LLC	37.99K	Mar 31, 26	+19.67K	0.01%
AlphaCore Capital LLC	37.71K	Mar 31, 26	-3.96K	0.01%
CENTRAL TRUST Co	37.00K	Mar 31, 26	+37.00K	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	34.37K	Mar 31, 26	+173	0.01%
Rock Point Advisors, LLC	34.09K	Mar 31, 26	--	0.01%
US BANCORP \DE\	33.97K	Mar 31, 26	+7.79K	0.01%
MML INVESTORS SERVICES, LLC	33.49K	Mar 31, 26	-5.19K	0.01%
Mayflower Financial Advisors, LLC	32.69K	Mar 31, 26	--	0.01%
Mystic Asset Management, Inc.	31.67K	Mar 31, 26	--	0.01%
CHAPIN DAVIS, INC.	30.70K	Mar 31, 26	+30.70K	0.01%
Coastal Bridge Advisors, LLC	30.47K	Mar 31, 26	-2.32K	0.01%
NOMURA HOLDINGS INC	30.00K	Mar 31, 26	+30.00K	0.01%
Successful Portfolios LLC	29.56K	Mar 31, 26	-2.00K	0.01%
Financial Engines Advisors L.L.C.	28.83K	Mar 31, 26	--	0.01%
Summit Financial, LLC	28.38K	Mar 31, 26	+1.46K	0.01%
Virtu Financial LLC	28.07K	Mar 31, 26	+28.07K	0.01%
Belpointe Asset Management LLC	27.88K	Mar 31, 26	--	0.01%
Sanctuary Advisors, LLC	27.84K	Mar 31, 26	-2.37K	0.01%
ALLIANCEBERNSTEIN L.P.	27.40K	Mar 31, 26	--	0.01%
Allworth Financial LP	27.16K	Mar 31, 26	+72	0.01%
Fortitude Advisory Group L.L.C.	27.09K	Mar 31, 26	--	0.01%
VisionPoint Advisory Group, LLC	27.05K	Mar 31, 26	+309	0.01%
FIRST TRUST ADVISORS LP	26.27K	Mar 31, 26	+527	0.01%
Moors & Cabot, Inc.	25.04K	Mar 31, 26	+5.81K	0.01%
TOWER BRIDGE ADVISORS	24.63K	Mar 31, 26	+24.63K	0.01%
DUNCKER STREETT & CO INC	24.00K	Mar 31, 26	--	0.01%
MSH Capital Advisors LLC	23.77K	Mar 31, 26	+2.15K	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	23.60K	Mar 31, 26	--	0.01%
Aberdeen Wealth Management LLC	23.55K	Mar 31, 26	+23.55K	0.01%
Leisure Capital Management	23.42K	Mar 31, 26	--	0.01%
HARMONY ASSET MANAGEMENT LLC	23.40K	Mar 31, 26	+4.10K	0.01%
Edgemoor Investment Advisors, Inc.	23.22K	Mar 31, 26	+23.22K	0.01%
RMB Capital Management, LLC	23.06K	Mar 31, 26	+9.00K	0.01%
Indiana Trust & Investment Management CO	23.00K	Mar 31, 26	-72.50K	0.01%
NORTHERN TRUST CORP	22.78K	Mar 31, 26	-2.70K	0.01%
Ashton Thomas Private Wealth, LLC	22.73K	Mar 31, 26	+5.20K	0.01%
Retirement Planning Group	21.58K	Mar 31, 26	+21.58K	0.01%
SHUFRO ROSE & CO LLC	21.50K	Mar 31, 26	-1.74K	0.01%
PEDDOCK CAPITAL ADVISORS, LLC	21.43K	Mar 31, 26	--	0.01%
Buckingham Strategic Partners	21.07K	Mar 31, 26	+21.07K	0.01%
Pointe Capital Management LLC	21.02K	Mar 31, 26	--	0.01%
Quantinno Capital Management LP	20.88K	Mar 31, 26	+10.38K	0.01%
Keystone Financial Group	20.36K	Mar 31, 26	+10.00K	0.01%
Independent Advisor Alliance	20.16K	Mar 31, 26	+20.16K	0.01%
New England Private Wealth Advisors LLC	20.00K	Mar 31, 26	--	0.01%
Kuhn & Co Investment Counsel	19.88K	Mar 31, 26	--	0.01%
WEDBUSH SECURITIES INC	19.78K	Mar 31, 26	+8.43K	0.01%
Seelaus Asset Management LLC	19.65K	Mar 31, 26	--	0.01%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	19.55K	Mar 31, 26	+100	0.01%
AE Wealth Management LLC	19.34K	Mar 31, 26	+1.34K	0.01%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	19.18K	Mar 31, 26	+8	0.01%
MELFA WEALTH MANAGEMENT, LLC	18.98K	Mar 31, 26	--	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	18.76K	Mar 31, 26	--	0.01%
Great Lakes Retirement, Inc.	18.74K	Mar 31, 26	--	0.01%
Sigma Planning Corp	18.58K	Mar 31, 26	+347	0.01%
Mezzasalma Advisors, LLC	18.38K	Mar 31, 26	+199	0.01%
Sovereign Financial Group, Inc.	18.05K	Mar 31, 26	+1.50K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	17.89K	Mar 31, 26	+978	0.01%
Wealthspire Advisors, LLC	17.80K	Mar 31, 26	+3.10K	0.01%
BAR HARBOR WEALTH MANAGEMENT	17.71K	Mar 31, 26	--	0.01%
Pensionmark Financial Group, LLC	17.68K	Mar 31, 26	-5.96K	0.01%
Advisory Services Network, LLC	17.56K	Mar 31, 26	--	0.01%
ROTHSCHILD INVESTMENT LLC	17.01K	Mar 31, 26	+2.54K	0.01%
SRS Capital Advisors, Inc.	16.94K	Mar 31, 26	+14.79K	0.01%
TWO SIGMA SECURITIES, LLC	16.87K	Mar 31, 26	-5.55K	0.01%
Lantz Financial LLC	16.66K	Mar 31, 26	--	0.01%
Barry Investment Advisors, LLC	16.42K	Mar 31, 26	--	0.01%
Strategic Financial Concepts, LLC	16.41K	Mar 31, 26	+16.41K	0.01%
BOOTHBAY FUND MANAGEMENT, LLC	16.05K	Mar 31, 26	+16.05K	0.01%
Caitlin John, LLC	16.00K	Mar 31, 26	-10.60K	0.01%
ALTFEST L J & CO INC	15.74K	Mar 31, 26	--	0.01%
RFG Advisory, LLC	15.73K	Mar 31, 26	--	0.01%
Element Wealth, LLC	15.33K	Mar 31, 26	--	0.01%
Hilltop Holdings Inc.	15.31K	Mar 31, 26	+3.01K	0.01%
Sightline Wealth Advisors, LLC	15.16K	Mar 31, 26	+173	0.01%
Dakota Wealth Management	14.92K	Mar 31, 26	-7.87K	0.00%
Apeiron RIA LLC	14.81K	Mar 31, 26	--	0.00%
Integrated Wealth Concepts LLC	14.76K	Mar 31, 26	-68.50K	0.00%
TCP Asset Management, LLC	14.37K	Mar 31, 26	+14.37K	0.00%
D.A. DAVIDSON & CO.	14.31K	Mar 31, 26	+38	0.00%
Insight Wealth Strategies, LLC	13.95K	Mar 31, 26	+161	0.00%
Apollon Wealth Management, LLC	13.73K	Mar 31, 26	--	0.00%
Citizens National Bank Trust Department	13.70K	Mar 31, 26	--	0.00%
Plan Group Financial, LLC	13.59K	Mar 31, 26	--	0.00%
Gateway Wealth Partners, LLC	13.25K	Mar 31, 26	+13.25K	0.00%
LaSalle St. Investment Advisors, LLC	13.13K	Mar 31, 26	+13.13K	0.00%
SFMG, LLC	13.05K	Mar 31, 26	--	0.00%
Snowden Capital Advisors LLC	12.91K	Mar 31, 26	+874	0.00%
Wealth Management Associates, Inc.	12.54K	Mar 31, 26	+28	0.00%
Capital Investment Advisory Services, LLC	12.01K	Mar 31, 26	+48	0.00%
Calamos Wealth Management LLC	12.00K	Mar 31, 26	+12.00K	0.00%
Calamos Advisors LLC	12.00K	Mar 31, 26	+12.00K	0.00%
TOTH FINANCIAL ADVISORY CORP	11.93K	Mar 31, 26	+137	0.00%
Ancora Advisors, LLC	11.74K	Mar 31, 26	-1.21K	0.00%
Uptown Financial Advisors LLC	11.50K	Mar 31, 26	--	0.00%
Maridea Wealth Management LLC	11.45K	Mar 31, 26	+1.43K	0.00%
Total Clarity Wealth Management, Inc.	11.32K	Mar 31, 26	--	0.00%
SHEETS SMITH WEALTH MANAGEMENT	11.25K	Mar 31, 26	+750	0.00%
EP Wealth Advisors, LLC	11.13K	Mar 31, 26	+81	0.00%
Clean Yield Group	10.97K	Mar 31, 26	--	0.00%
Riverstone Advisors, LLC	10.66K	Mar 31, 26	+122	0.00%
Busey Wealth Management	10.62K	Mar 31, 26	+10.62K	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10.41K	Mar 31, 26	-1.03K	0.00%
Future Financial Wealth Managment LLC	10.00K	Mar 31, 26	--	0.00%
Dorsey & Whitney Trust CO LLC	10.00K	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	8.10K	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	7.43K	Mar 31, 26	-256	0.00%
PRIVATE TRUST CO NA	7.34K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	7.24K	Mar 31, 26	--	0.00%
CX Institutional	6.96K	Mar 31, 26	+80	0.00%
WEBSTER BANK, N. A.	6.89K	Mar 31, 26	--	0.00%
Chung Wu Investment Group, LLC	6.00K	Mar 31, 26	--	0.00%
Founders Capital Management	5.50K	Mar 31, 26	--	0.00%
Arkos Global Advisors	5.19K	Mar 31, 26	+5.19K	0.00%
SJS Investment Consulting Inc.	4.98K	Mar 31, 26	+57	0.00%
HUNTINGTON NATIONAL BANK	4.85K	Mar 31, 26	+4.85K	0.00%
MAI Capital Management	4.82K	Mar 31, 26	+26	0.00%
FNY Investment Advisers, LLC	4.40K	Mar 31, 26	+4.40K	0.00%
CWM, LLC	3.94K	Mar 31, 26	+186	0.00%
PETERSON WEALTH MANAGEMENT	3.81K	Mar 31, 26	+3.81K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.79K	Mar 31, 26	+16	0.00%
Cornerstone Planning Group LLC	3.73K	Mar 31, 26	--	0.00%
Pinnacle Bancorp, Inc.	3.65K	Mar 31, 26	+3.65K	0.00%
Geneos Wealth Management Inc.	3.19K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	3.19K	Mar 31, 26	--	0.00%
Noble Wealth Management PBC	3.13K	Mar 31, 26	+460	0.00%
Financial Management Professionals, Inc.	2.33K	Mar 31, 26	+27	0.00%
Hilltop National Bank	2.01K	Mar 31, 26	+1.06K	0.00%
Salomon & Ludwin, LLC	1.80K	Mar 31, 26	-111	0.00%
Pinnacle Wealth Planning Services, Inc.	1.73K	Mar 31, 26	-713	0.00%
Global Wealth Strategies & Associates	1.69K	Mar 31, 26	-1.28K	0.00%
Mascoma Wealth Management LLC	1.63K	Mar 31, 26	--	0.00%
Capital Analysts, LLC	1.59K	Mar 31, 26	+18	0.00%
Atlantic Union Bankshares Corp	1.55K	Mar 31, 26	--	0.00%
ORG Wealth Partners, LLC	1.51K	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.50K	Mar 31, 26	--	0.00%
OLD POINT TRUST & FINANCIAL SERVICES N A	1.49K	Mar 31, 26	--	0.00%
Vanguard National Trust Co	1.33K	Mar 31, 26	+1.33K	0.00%
Penserra Capital Management LLC	1.16K	Mar 31, 26	+1.16K	0.00%
Annis Gardner Whiting Capital Advisors, LLC	1.13K	Mar 31, 26	+1.13K	0.00%
Crews Bank & Trust	1.01K	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	930	Mar 31, 26	+430	0.00%
Community Financial Services Group, LLC	761	Mar 31, 26	+761	0.00%
IFP Advisors, Inc	756	Mar 31, 26	--	0.00%
Piscataqua Savings Bank	645	Mar 31, 26	--	0.00%
MOTCO	636	Mar 31, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	583	Mar 31, 26	--	0.00%
Abound Wealth Management	537	Mar 31, 26	+537	0.00%
Larson Financial Group LLC	519	Mar 31, 26	-205	0.00%
EASTERN BANK	481	Mar 31, 26	--	0.00%
True Link Financial Advisors, LLC	467	Mar 31, 26	+467	0.00%
HIGHLINE WEALTH PARTNERS LLC	450	Mar 31, 26	-750	0.00%
Rossby Financial, LCC	360	Mar 31, 26	+360	0.00%
Bogart Wealth, LLC	240	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	195	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	108	Mar 31, 26	--	0.00%
WPG Advisers, LLC	89	Mar 31, 26	-201	0.00%
Tower Research Capital LLC (TRC)	82	Mar 31, 26	-876	0.00%
Cassaday & Co Wealth Management LLC	76	Mar 31, 26	+76	0.00%
WHITTIER TRUST CO OF NEVADA INC	50	Mar 31, 26	--	0.00%
ASSETMARK, INC	18	Mar 31, 26	-81	0.00%
AQR CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-14.81K	--
Engineers Gate Manager LP	--	Mar 31, 26	-11.95K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-2.08K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-8.03K	--
IFC Advisors LLC	--	Mar 31, 26	-138.75K	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-11.34K	--
Catalytic Wealth RIA, LLC	--	Mar 31, 26	-40.69K	--
StoneX Group Inc.	--	Mar 31, 26	-301.99K	--
Bramshill Investments, LLC	--	Mar 31, 26	-2.80M	--
Williams Jones Wealth Management, LLC.	--	Mar 31, 26	-37.00K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-42.98K	--
Foster Group, Inc.	--	Mar 31, 26	-10.72K	--
U.S. Capital Wealth Advisors, LLC	--	Mar 31, 26	-145.52K	--
Kohmann Bosshard Financial Services, LLC	--	Mar 31, 26	-1.00K	--
GeoWealth Management, LLC	--	Mar 31, 26	-40.69K	--
MONTAG A & ASSOCIATES INC	--	Mar 31, 26	-2.12K	--
Navalign, LLC	--	Mar 31, 26	-885	--
BARTLETT & CO. WEALTH MANAGEMENT LLC	--	Mar 31, 26	-566	--
STEPHENS INC /AR/	--	Mar 31, 26	-56.98K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-12.22K	--
MGO ONE SEVEN LLC	--	Mar 31, 26	-13.80K	--
PETRA FINANCIAL ADVISORS INC	--	Mar 31, 26	-119.65K	--
North Ground Capital	--	Mar 31, 26	-76.34K	--
ROBINSON CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-233.25K	--
SMH CAPITAL ADVISORS INC	--	Mar 31, 26	-12.20K	--
Alpine Global Management, LLC	--	Mar 31, 26	-36.99K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-184.20K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-13.25K	--
CHOREO, LLC	--	Mar 31, 26	-13.95K	--
MORGAN STANLEY	9.70M	Dec 31, 25	-472.97K	3.24%
Bramshill Investments, LLC	2.80M	Dec 31, 25	-180.15K	0.94%
RAYMOND JAMES FINANCIAL INC	2.60M	Dec 31, 25	+384.84K	0.87%
GUGGENHEIM CAPITAL LLC	2.47M	Dec 31, 25	+845.21K	0.83%
BANK OF AMERICA CORP /DE/	1.62M	Dec 31, 25	-3.62K	0.54%
AMERIPRISE FINANCIAL INC	464.24K	Dec 31, 25	+27.04K	0.16%
Rockefeller Capital Management L.P.	431.31K	Dec 31, 25	-640.59K	0.14%
Palogic Value Management, L.P.	368.79K	Dec 31, 25	+16.24K	0.12%
HORIZON KINETICS ASSET MANAGEMENT LLC	295.25K	Dec 31, 25	-2.02K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	262.67K	Dec 31, 25	+139.24K	0.09%
NewEdge Advisors, LLC	232.70K	Dec 31, 25	+19.89K	0.08%
Lido Advisors, LLC	223.35K	Dec 31, 25	--	0.07%
Baird Financial Group, Inc.	204.65K	Dec 31, 25	-32.21K	0.07%
CITADEL ADVISORS LLC	184.20K	Dec 31, 25	+184.20K	0.06%
CI Private Wealth, LLC	133.34K	Dec 31, 25	-2.79K	0.04%
Venture Visionary Partners LLC	104.18K	Dec 31, 25	+74.30K	0.03%
Concorde Asset Management, LLC	98.37K	Dec 31, 25	+6.40K	0.03%
CAPTRUST FINANCIAL ADVISORS	88.15K	Dec 31, 25	+1.19K	0.03%
Mariner, LLC	77.47K	Dec 31, 25	-7.51K	0.03%
COMERICA BANK	63.00K	Dec 31, 25	+25.50K	0.02%
Cerity Partners LLC	57.27K	Dec 31, 25	+10.44K	0.02%
Colony Group, LLC	51.32K	Dec 31, 25	+51.32K	0.02%
TCG Advisory Services, LLC	48.89K	Dec 31, 25	+48.89K	0.02%
AlphaCore Capital LLC	41.67K	Dec 31, 25	+6.21K	0.01%
Catalytic Wealth RIA, LLC	40.69K	Dec 31, 25	-5.23K	0.01%
Alpine Global Management, LLC	36.99K	Dec 31, 25	+987	0.01%
Rock Point Advisors, LLC	34.09K	Dec 31, 25	-3.90K	0.01%
Coastal Bridge Advisors, LLC	32.79K	Dec 31, 25	+53	0.01%
CAPITAL & PLANNING, LLC	28.00K	Dec 31, 25	-98.25K	0.01%
ALLIANCEBERNSTEIN L.P.	27.40K	Dec 31, 25	--	0.01%
Allworth Financial LP	27.09K	Dec 31, 25	+3.14K	0.01%
Caitlin John, LLC	26.60K	Dec 31, 25	-4.20K	0.01%
US BANCORP \DE\	26.18K	Dec 31, 25	--	0.01%
NORTHERN TRUST CORP	25.48K	Dec 31, 25	-11.24K	0.01%
VERUS CAPITAL PARTNERS, LLC	25.00K	Dec 31, 25	-5.00K	0.01%
Pointe Capital Management LLC	21.02K	Dec 31, 25	--	0.01%
Arete Wealth Advisors, LLC	18.64K	Dec 31, 25	-4.15K	0.01%
Global Retirement Partners, LLC	18.20K	Dec 31, 25	+16.10K	0.01%
Advisory Services Network, LLC	17.56K	Dec 31, 25	-3.24K	0.01%
Summit Financial Wealth Advisors, LLC	16.40K	Dec 31, 25	-2.00K	0.01%
Sunbelt Securities, Inc.	15.38K	Dec 31, 25	+310	0.01%
AQR CAPITAL MANAGEMENT LLC	14.81K	Dec 31, 25	+14.81K	0.00%
CIBC Private Wealth Group, LLC	14.69K	Dec 31, 25	+4.16K	0.00%
RMB Capital Management, LLC	14.06K	Dec 31, 25	--	0.00%
GOLDMAN SACHS GROUP INC	13.25K	Dec 31, 25	+13.25K	0.00%
Hilltop Holdings Inc.	12.30K	Dec 31, 25	-4.65K	0.00%
Quantinno Capital Management LP	10.50K	Dec 31, 25	--	0.00%
Dorsey & Whitney Trust CO LLC	10.00K	Dec 31, 25	--	0.00%
CENTAURUS FINANCIAL, INC.	8.78K	Dec 31, 25	--	0.00%
JONES FINANCIAL COMPANIES LLLP	7.69K	Dec 31, 25	+252	0.00%
MAI Capital Management	4.80K	Dec 31, 25	+51	0.00%
CWM, LLC	3.75K	Dec 31, 25	+458	0.00%
SRS Capital Advisors, Inc.	2.15K	Dec 31, 25	--	0.00%
DV EQUITIES, LLC	1.60K	Dec 31, 25	+1.60K	0.00%
Arkos Global Advisors	--	Dec 31, 25	-37.73K	--
Permanent Capital Management, LP	--	Dec 31, 25	-12.42K	--
Bard Financial Services, Inc.	65.00K	Sep 30, 25	--	0.02%
Moloney Securities Asset Management, LLC	34.08K	Sep 30, 25	+200	0.01%
GRIES FINANCIAL LLC	24.85K	Sep 30, 25	--	0.01%
FSA Wealth Management LLC	3.00K	Sep 30, 25	--	0.00%
L.M. KOHN & COMPANY	--	Sep 30, 25	-13.17K	--
AVANTAX ADVISORY SERVICES, INC.	27.96K	Jun 30, 25	-1.15K	0.01%
Good Life Advisors, LLC	22.66K	Jun 30, 25	+160	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	4.14K	Jun 30, 25	+4.14K	0.00%
First Horizon Advisors, Inc.	500	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-16.68K	--
Sheaff Brock Investment Advisors, LLC	11.14K	Mar 31, 25	--	0.00%
CAROLINAS WEALTH CONSULTING LLC	3.44K	Mar 31, 25	+3.44K	0.00%
Sandy Spring Bank	1.57K	Mar 31, 25	+25	0.00%
Schechter Investment Advisors, LLC	--	Mar 31, 25	-23.24K	--
TrinityPoint Wealth, LLC	40.60K	Dec 31, 24	+54	0.01%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-551	--
Raymond James Financial Services Advisors, Inc.	1.26M	Sep 30, 24	+773.06K	0.42%
RAYMOND JAMES & ASSOCIATES	940.00K	Sep 30, 24	+57.61K	0.31%
Edmonds Duncan Registered Investment Advisors, LLC	88.00K	Sep 30, 24	+1.28K	0.03%
RAYMOND JAMES TRUST N.A.	68.25K	Sep 30, 24	--	0.02%
First Personal Financial Services	67.57K	Sep 30, 24	-3.81K	0.02%
M&R CAPITAL MANAGEMENT INC	677	Sep 30, 24	--	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-284.75K	--
BlackRock Inc.	1.49M	Jun 30, 24	+1.49M	0.50%
EMFO, LLC	26.81K	Jun 30, 24	--	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	24.43K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	2.64K	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-400.71K	--
Cetera Advisor Networks LLC	103.74K	Mar 31, 24	+9.71K	0.03%
Cetera Advisors LLC	39.63K	Mar 31, 24	+22.62K	0.01%
InterOcean Capital Group, LLC	12.00K	Mar 31, 24	--	0.00%
CAMBRIDGE TRUST CO	2.38K	Mar 31, 24	--	0.00%
Crestone Asset Management LLC	--	Mar 31, 24	-26.18K	--
StrategIQ Financial Group, LLC	74.94K	Dec 31, 23	-19.28K	0.03%
Baystate Wealth Management LLC	4.79K	Dec 31, 23	+370	0.00%
Bartlett & Co. LLC	105	Dec 31, 23	--	0.00%
Claybrook Capital, LLC	248.58K	Sep 30, 23	--	0.08%
GOODWIN DANIEL L	156.33K	Sep 30, 23	--	0.05%
Wealth Management Solutions, LLC	16.38K	Sep 30, 23	--	0.01%
BDO Wealth Advisors, LLC	29.30K	Jun 30, 23	+612	0.01%
Kistler-Tiffany Companies, LLC	1.07K	Jun 30, 23	+995	0.00%
MCMILLION CAPITAL MANAGEMENT INC	902	Jun 30, 23	+902	0.00%
LeJeune Puetz Investment Counsel LLC	53.11K	Mar 31, 23	+5.00K	0.02%
Ahrens Investment Partners LLC	500	Mar 31, 23	+500	0.00%
BOENNING & SCATTERGOOD, INC.	20.21K	Dec 31, 22	--	0.01%
EATON VANCE MANAGEMENT	51.21K	Sep 30, 22	--	0.02%
American Portfolios Advisors	23.66K	Sep 30, 22	+272	0.01%
ROOSEVELT INVESTMENT GROUP LLC	21.43K	Sep 30, 22	-456	0.01%
Surevest, LLC	3.33K	Sep 30, 22	--	0.00%
FourThought Financial, LLC	2.69K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-4.27K	--
Kore Private Wealth LLC	--	Sep 30, 22	-18.62K	--
B. Riley Wealth Management, Inc.	22.69K	Jun 30, 22	+6.98K	0.01%
Lake Point Wealth Management	959	Jun 30, 22	+959	0.00%
BAR HARBOR TRUST SERVICES	--	Jun 30, 22	--	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.01M	Mar 31, 22	+211.96K	1.34%
BREITER CAPITAL MANAGEMENT INC	30.40K	Mar 31, 22	--	0.01%
Dixon Hughes Goodman Wealth Advisors LLC	7.39K	Mar 31, 22	+1.52K	0.00%
VIRIDIAN RIA, LLC	--	Mar 31, 22	-20.00K	--
6 Meridian	242.41K	Dec 31, 21	-26.20K	0.08%
Altavista Wealth Management, Inc.	20.01K	Dec 31, 21	--	0.01%
Carroll Financial Associates, Inc.	1.76K	Dec 31, 21	+1.76K	0.00%
REILLY FINANCIAL ADVISORS, LLC	300	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	114.76K	Sep 30, 21	+31.04K	0.04%
Allegiant Private Advisors, LLC	176.33K	Jun 30, 21	--	0.06%
Coe Capital Management, LLC	22.86K	Jun 30, 21	+22.86K	0.01%
USCA RIA LLC	20.08K	Jun 30, 21	+8.60K	0.01%
Hoover Financial Advisors, Inc.	2.64K	Jun 30, 21	+2.64K	0.00%
Point View Wealth Management, Inc.	11.51K	Dec 31, 20	-1.48K	0.00%
Winslow, Evans & Crocker, Inc.	2.26K	Dec 31, 20	--	0.00%
Reby Advisors, LLC	430	Dec 31, 20	+430	0.00%
First Allied Advisory Services, Inc.	47.84K	Sep 30, 20	+6.49K	0.02%
NORTHSTAR WEALTH PARTNERS LLC	23.66K	Sep 30, 20	--	0.01%
Huber Financial Advisors, LLC	165.41K	Mar 31, 20	+64	0.06%
ACCURATE INVESTMENT SOLUTIONS, INC.	2.22K	Mar 31, 20	--	0.00%
Advisor Group, Inc.	236.19K	Dec 31, 19	+12.23K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	144.34K	Dec 31, 19	+19.55K	0.05%
BB&T SECURITIES, LLC	295.91K	Sep 30, 19	+42.12K	0.10%
SUNTRUST BANKS INC	11.50K	Sep 30, 19	-677	0.00%
Sound View Wealth Advisors, LLC	12.22K	Mar 31, 19	-382	0.00%
Horizon Kinetics LLC	571.51K	Dec 31, 18	-463	0.19%
NORTHERN CAPITAL MANAGEMENT LLC	140.88K	Dec 31, 18	-41.01K	0.05%
Questar Asset Management, Inc.	11.42K	Dec 31, 18	+11.42K	0.00%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	11.42K	Sep 30, 18	-838	0.00%
Vantage Investment Advisors, LLC	1.26K	Sep 30, 18	--	0.00%
Yellowstone Partners, LLC	19.68K	Dec 31, 17	-24.32K	0.01%
IFC Holdings Incorporated/FL	18.02K	Dec 31, 17	--	0.01%
BB&T INVESTMENT SERVICES, INC.	468	Dec 31, 17	--	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-117.61K	--
Concert Wealth Management Inc.	--	Sep 30, 17	-27.94K	--
Commonwealth Equity Services, Inc	574.98K	Jun 30, 17	+16.89K	0.19%
FIRST FINANCIAL EQUITY CORPORATION	37.65K	Mar 31, 17	+37.65K	0.01%
LBA Wealth Management, LLC	145	Mar 31, 17	--	0.00%
MSI Financial Services Inc	56.76K	Dec 31, 16	+2.80K	0.02%
NEWGATE CAPITAL MANAGEMENT LLC	125.53K	Jun 30, 16	+25.61K	0.04%
VSR Financial Services, Inc.	31.06K	Jun 30, 16	-127	0.01%
Pinnacle Summer Investments, Inc.	8.78K	Dec 31, 15	+7.00K	0.00%
Samson Capital Advisors LLC	296.92K	Sep 30, 15	+296.92K	0.10%
Aris Wealth Services, Inc.	1.73K	Sep 30, 15	--	0.00%
BAIRD ROBERT W & CO INC /WI/	36.77K	Mar 31, 15	-3.10K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	1.65K	Dec 31, 14	--	0.00%
UBS AG	439.02K	Sep 30, 14	-12.33K	0.15%
1919 Investment Counsel, LLC	--	Sep 30, 14	-815	--
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-28.02K	--
STIFEL NICOLAUS & CO INC \MO\	10.84K	Sep 30, 13	-5.15K	0.00%
First Allied Securities, Inc.	68.00K	Jun 30, 12	-2.00K	0.02%
GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC	31.91K	Jun 30, 10	-3.50K	0.01%

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Holder

Date

Change

% Held

MORGAN STANLEY

9.91M

Mar 31, 26

+209.16K

3.31%

GUGGENHEIM CAPITAL LLC

3.11M

Mar 31, 26

+642.67K

1.04%

RAYMOND JAMES FINANCIAL INC

3.01M

Mar 31, 26

+410.68K

1.01%

WELLS FARGO & COMPANY/MN

2.78M

Mar 31, 26

+52.47K

0.93%

Hennion & Walsh Asset Management, Inc.

1.76M

Mar 31, 26

-14.70K

0.59%

UBS Group AG

1.73M

Mar 31, 26

-60.75K

0.58%

LPL Financial LLC

1.45M

Mar 31, 26

+277.69K

0.48%

McGowan Group Asset Management, Inc.

1.43M

Mar 31, 26

+18.31K

0.48%

ROYAL BANK OF CANADA

1.33M

Mar 31, 26

+53.51K

0.44%

VAN ECK ASSOCIATES CORP

1.32M

Mar 31, 26

-66.83K

0.44%

STIFEL FINANCIAL CORP

1.09M

Mar 31, 26

+65.54K

0.36%

HighTower Advisors, LLC

1.07M

Mar 31, 26

-629

0.36%

Congress Park Capital LLC

850.00K

Mar 31, 26

-95.00K

0.28%

Melone Private Wealth, LLC

711.74K

Mar 31, 26

+59.84K

0.24%

Eagle Bluffs Wealth Management LLC

678.39K

Mar 31, 26

+33.93K

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

674.33K

Mar 31, 26

+45.30K

0.23%

BYRNE FINANCIAL FREEDOM, LLC

642.06K

Mar 31, 26

-6.75K

0.21%

ADVISOR GROUP HOLDINGS, INC.

572.06K

Mar 31, 26

+103.92K

0.19%

Cetera Investment Advisers

541.99K

Mar 31, 26

+18.83K

0.18%

AMERIPRISE FINANCIAL INC

444.56K

Mar 31, 26

-19.69K

0.15%

Kestra Advisory Services, LLC

439.60K

Mar 31, 26

+163.74K

0.15%

SIT INVESTMENT ASSOCIATES INC

411.73K

Mar 31, 26

-93.47K

0.14%

Cresta Advisors, Ltd.

385.65K

Mar 31, 26

+116.00K

0.13%

Rockefeller Capital Management L.P.

379.23K

Mar 31, 26

-52.08K

0.13%

Palogic Value Management, L.P.

377.56K

Mar 31, 26

+8.77K

0.13%

Merit Financial Group, LLC

361.96K

Mar 31, 26

-1.47K

0.12%

Capital Investment Advisors, LLC

323.49K

Mar 31, 26

-16.01K

0.11%

COHEN & STEERS, INC.

304.71K

Mar 31, 26

-15.00K

0.10%

CURA WEALTH ADVISORS, LLC

302.00K

Mar 31, 26

-5.00K

0.10%

HORIZON KINETICS ASSET MANAGEMENT LLC

296.31K

Mar 31, 26

+1.06K

0.10%

Advisors Asset Management, Inc.

292.87K

Mar 31, 26

-19.91K

0.10%

Janney Montgomery Scott LLC

292.35K

Mar 31, 26

+64.77K

0.10%

Leo Wealth, LLC

283.14K

Mar 31, 26

+51.62K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

280.90K

Mar 31, 26

+3.75K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

265.33K

Mar 31, 26

+2.66K

0.09%

KIM, LLC

243.70K

Mar 31, 26

0.08%

GILL CAPITAL PARTNERS, LLC

241.90K

Mar 31, 26

-1.71K

0.08%

Jupiter Wealth Management LLC

240.24K

Mar 31, 26

+240.24K

0.08%

Cambridge Investment Research Advisors, Inc.

239.88K

Mar 31, 26

+3.49K

0.08%

EVOKE WEALTH, LLC

236.50K

Mar 31, 26

-18.59K

0.08%

Lido Advisors, LLC

227.46K

Mar 31, 26

+4.11K

0.08%

TRUIST FINANCIAL CORP

220.59K

Mar 31, 26

+542

0.07%

Invesco Ltd.

214.09K

Mar 31, 26

-12.15K

0.07%

Intellectus Partners, LLC

203.62K

Mar 31, 26

+6.14K

0.07%

BlackRock, Inc.

200.10K

Mar 31, 26

+103

0.07%

Fiera Capital Corp

198.44K

Mar 31, 26

+198.44K

0.07%

HARBOUR INVESTMENTS, INC.

194.81K

Mar 31, 26

+142.57K

0.07%

Wakefield Asset Management LLLP

179.25K

Mar 31, 26

+14.41K

0.06%

JANE STREET GROUP, LLC

179.07K

Mar 31, 26

-46.66K

0.06%

Spire Wealth Management

168.73K

Mar 31, 26

+20.99K

0.06%

Baird Financial Group, Inc.

164.30K

Mar 31, 26

-40.35K

0.05%

Tyche Wealth Partners LLC

162.88K

Mar 31, 26

+933

0.05%

Savant Capital, LLC

157.08K

Mar 31, 26

0.05%

IBEX WEALTH ADVISORS

151.50K

Mar 31, 26

-4.60K

0.05%

Kercheville Advisors, LLC

146.03K

Mar 31, 26

+4.62K

0.05%

Steward Partners Investment Advisory, LLC

144.33K

Mar 31, 26

+4.48K

0.05%

Waverly Advisors, LLC

140.53K

Mar 31, 26

-32.36K

0.05%

Gridiron Partners, LLC

139.85K

Mar 31, 26

-30.03K

0.05%

Breakwater Capital Group

136.16K

Mar 31, 26

-879

0.05%

CI Private Wealth, LLC

131.88K

Mar 31, 26

-1.46K

0.04%

NewEdge Wealth, LLC

123.68K

Mar 31, 26

+1.28K

0.04%

JFS WEALTH ADVISORS, LLC

122.84K

Mar 31, 26

+54

0.04%

Venture Visionary Partners LLC

121.68K

Mar 31, 26

+17.50K

0.04%

Abel Hall, LLC

120.00K

Mar 31, 26

0.04%

WESBANCO BANK INC

119.06K

Mar 31, 26

+5.78K

0.04%

Stratos Wealth Partners, LTD.

117.05K

Mar 31, 26

+11.81K

0.04%

PNC FINANCIAL SERVICES GROUP, INC.

115.52K

Mar 31, 26

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

112.21K

Mar 31, 26

-52.98K

0.04%

SILVERLAKE WEALTH MANAGEMENT LLC

108.12K

Mar 31, 26

+3.36K

0.04%

Modern Wealth Management, LLC

103.56K

Mar 31, 26

-10.60K

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

101.82K

Mar 31, 26

+2.17K

0.03%

CoreCap Advisors, LLC

101.76K

Mar 31, 26

+33.18K

0.03%

Mariner, LLC

101.60K

Mar 31, 26

+24.13K

0.03%

DAVENPORT & Co LLC

98.82K

Mar 31, 26

+4.30K

0.03%

Creative Planning

96.65K

Mar 31, 26

+1.68K

0.03%

CHILDRESS CAPITAL ADVISORS, LLC

96.00K

Mar 31, 26

0.03%

CAPTRUST FINANCIAL ADVISORS

94.27K

Mar 31, 26

+6.12K

0.03%

Prospera Financial Services Inc

94.09K

Mar 31, 26

+427

0.03%

ACCREDITED INVESTOR SERVICES, LLC

88.46K

Mar 31, 26

+6.43K

0.03%

Summit Trail Advisors, LLC

86.78K

Mar 31, 26

+86.78K

0.03%

MERCER GLOBAL ADVISORS INC /ADV

86.28K

Mar 31, 26

+10.95K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

85.64K

Mar 31, 26

+51.65K

0.03%

CARY STREET PARTNERS FINANCIAL LLC

84.72K

Mar 31, 26

+11.30K

0.03%

ENVESTNET ASSET MANAGEMENT INC

78.97K

Mar 31, 26

+1.65K

0.03%

Kingsview Wealth Management, LLC

77.50K

Mar 31, 26

+12.30K

0.03%

Aviance Capital Partners, LLC

74.61K

Mar 31, 26

-8.29K

0.02%

Whipplewood Advisors, LLC

74.28K

Mar 31, 26

-612

0.02%

Uniting Wealth Partners, LLC

70.11K

Mar 31, 26

+70.11K

0.02%

Private Advisor Group, LLC

69.88K

Mar 31, 26

+33

0.02%

OPPENHEIMER & CO INC

67.79K

Mar 31, 26

-8.00K

0.02%

Broyhill Asset Management

67.02K

Mar 31, 26

-25.25K

0.02%

NAPLES GLOBAL ADVISORS, LLC

66.43K

Mar 31, 26

-1.38K

0.02%

Founders Financial Alliance, LLC

64.84K

Mar 31, 26

+6.89K

0.02%

FLC Capital Advisors

64.45K

Mar 31, 26

-6.00K

0.02%

Redhawk Wealth Advisors, Inc.

57.74K

Mar 31, 26

+661

0.02%

Kovack Advisors, Inc.

56.75K

Mar 31, 26

-368

0.02%

Destiny Wealth Partners, LLC

54.91K

Mar 31, 26

+6.97K

0.02%

Altus Wealth Group LLC

53.69K

Mar 31, 26

0.02%

MYECFO, LLC

53.20K

Mar 31, 26

0.02%

Wealth Alliance Advisory Group, LLC

52.68K

Mar 31, 26

+33.64K

0.02%

Sentinus, LLC

52.10K

Mar 31, 26

0.02%

BENJAMIN EDWARDS INC

51.76K

Mar 31, 26

0.02%

Colony Group, LLC

49.77K

Mar 31, 26

-1.55K

0.02%

Coastal Investment Advisors, Inc.

46.75K

Mar 31, 26

0.02%

Cerity Partners LLC

45.63K

Mar 31, 26

-11.64K

0.02%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

45.11K

Mar 31, 26

+599

0.02%

FIFTH THIRD BANCORP

44.24K

Mar 31, 26

+44.24K

0.01%

Rinkey Investments

43.50K

Mar 31, 26

0.01%

WCG Wealth Advisors LLC

40.87K

Mar 31, 26

0.01%

TCG Advisory Services, LLC

40.79K

Mar 31, 26

-8.11K

0.01%

Sowell Financial Services LLC

39.86K

Mar 31, 26

+29

0.01%

Concurrent Investment Advisors, LLC

39.47K

Mar 31, 26

+13.74K

0.01%

Glen Eagle Advisors, LLC

38.51K

Mar 31, 26

-4.02K

0.01%

Farther Finance Advisors, LLC

38.09K

Mar 31, 26

+206

0.01%

Clear Creek Financial Management, LLC

37.99K

Mar 31, 26

+19.67K

0.01%

AlphaCore Capital LLC

37.71K

Mar 31, 26

-3.96K

0.01%

CENTRAL TRUST Co

37.00K

Mar 31, 26

+37.00K

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

34.37K

Mar 31, 26

+173

0.01%

Rock Point Advisors, LLC

34.09K

Mar 31, 26

0.01%

US BANCORP \DE\

33.97K

Mar 31, 26

+7.79K

0.01%

MML INVESTORS SERVICES, LLC

33.49K

Mar 31, 26

-5.19K

0.01%

Mayflower Financial Advisors, LLC

32.69K

Mar 31, 26

0.01%

Mystic Asset Management, Inc.

31.67K

Mar 31, 26

0.01%

CHAPIN DAVIS, INC.

30.70K

Mar 31, 26

+30.70K

0.01%

Coastal Bridge Advisors, LLC

30.47K

Mar 31, 26

-2.32K

0.01%

NOMURA HOLDINGS INC

30.00K

Mar 31, 26

+30.00K

0.01%

Successful Portfolios LLC

29.56K

Mar 31, 26

-2.00K

0.01%

Financial Engines Advisors L.L.C.

28.83K

Mar 31, 26

0.01%

Summit Financial, LLC

28.38K

Mar 31, 26

+1.46K

0.01%

Virtu Financial LLC

28.07K

Mar 31, 26

+28.07K

0.01%

Belpointe Asset Management LLC

27.88K

Mar 31, 26

0.01%

Sanctuary Advisors, LLC

27.84K

Mar 31, 26

-2.37K

0.01%

ALLIANCEBERNSTEIN L.P.

27.40K

Mar 31, 26

0.01%

Allworth Financial LP

27.16K

Mar 31, 26

+72

0.01%

Fortitude Advisory Group L.L.C.

27.09K

Mar 31, 26

0.01%

VisionPoint Advisory Group, LLC

27.05K

Mar 31, 26

+309

0.01%

FIRST TRUST ADVISORS LP

26.27K

Mar 31, 26

+527

0.01%

Moors & Cabot, Inc.

25.04K

Mar 31, 26

+5.81K

0.01%

TOWER BRIDGE ADVISORS

24.63K

Mar 31, 26

+24.63K

0.01%

DUNCKER STREETT & CO INC

24.00K

Mar 31, 26

0.01%

MSH Capital Advisors LLC

23.77K

Mar 31, 26

+2.15K

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

23.60K

Mar 31, 26

0.01%

Aberdeen Wealth Management LLC

23.55K

Mar 31, 26

+23.55K

0.01%

Leisure Capital Management

23.42K

Mar 31, 26

0.01%

HARMONY ASSET MANAGEMENT LLC

23.40K

Mar 31, 26

+4.10K

0.01%

Edgemoor Investment Advisors, Inc.

23.22K

Mar 31, 26

+23.22K

0.01%

RMB Capital Management, LLC

23.06K

Mar 31, 26

+9.00K

0.01%

Indiana Trust & Investment Management CO

23.00K

Mar 31, 26

-72.50K

0.01%

NORTHERN TRUST CORP

22.78K

Mar 31, 26

-2.70K

0.01%

Ashton Thomas Private Wealth, LLC

22.73K

Mar 31, 26

+5.20K

0.01%

Retirement Planning Group

21.58K

Mar 31, 26

+21.58K

0.01%

SHUFRO ROSE & CO LLC

21.50K

Mar 31, 26

-1.74K

0.01%

PEDDOCK CAPITAL ADVISORS, LLC

21.43K

Mar 31, 26

0.01%

Buckingham Strategic Partners

21.07K

Mar 31, 26

+21.07K

0.01%

Pointe Capital Management LLC

21.02K

Mar 31, 26

0.01%

Quantinno Capital Management LP

20.88K

Mar 31, 26

+10.38K

0.01%

Keystone Financial Group

20.36K

Mar 31, 26

+10.00K

0.01%

Independent Advisor Alliance

20.16K

Mar 31, 26

+20.16K

0.01%

New England Private Wealth Advisors LLC

20.00K

Mar 31, 26

0.01%

Kuhn & Co Investment Counsel

19.88K

Mar 31, 26

0.01%

WEDBUSH SECURITIES INC

19.78K

Mar 31, 26

+8.43K

0.01%

Seelaus Asset Management LLC

19.65K

Mar 31, 26

0.01%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

19.55K

Mar 31, 26

+100

0.01%

AE Wealth Management LLC

19.34K

Mar 31, 26

+1.34K

0.01%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

19.18K

Mar 31, 26

0.01%

MELFA WEALTH MANAGEMENT, LLC

18.98K

Mar 31, 26

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

18.76K

Mar 31, 26

0.01%

Great Lakes Retirement, Inc.

18.74K

Mar 31, 26

0.01%

Sigma Planning Corp

18.58K

Mar 31, 26

+347

0.01%

Mezzasalma Advisors, LLC

18.38K

Mar 31, 26

+199

0.01%

Sovereign Financial Group, Inc.

18.05K

Mar 31, 26

+1.50K

0.01%

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

17.89K

Mar 31, 26

+978

0.01%

Wealthspire Advisors, LLC

17.80K

Mar 31, 26

+3.10K

0.01%

BAR HARBOR WEALTH MANAGEMENT

17.71K

Mar 31, 26

0.01%

Pensionmark Financial Group, LLC

17.68K

Mar 31, 26

-5.96K

0.01%

Advisory Services Network, LLC

17.56K

Mar 31, 26

0.01%

ROTHSCHILD INVESTMENT LLC

17.01K

Mar 31, 26

+2.54K

0.01%

SRS Capital Advisors, Inc.

16.94K

Mar 31, 26

+14.79K

0.01%

TWO SIGMA SECURITIES, LLC

16.87K

Mar 31, 26

-5.55K

0.01%

Lantz Financial LLC

16.66K

Mar 31, 26

0.01%

Barry Investment Advisors, LLC

16.42K

Mar 31, 26

0.01%

Strategic Financial Concepts, LLC

16.41K

Mar 31, 26

+16.41K

0.01%

BOOTHBAY FUND MANAGEMENT, LLC

16.05K

Mar 31, 26

+16.05K

0.01%

Caitlin John, LLC

16.00K

Mar 31, 26

-10.60K

0.01%

ALTFEST L J & CO INC

15.74K

Mar 31, 26

0.01%

RFG Advisory, LLC

15.73K

Mar 31, 26

0.01%

Element Wealth, LLC

15.33K

Mar 31, 26

0.01%

Hilltop Holdings Inc.

15.31K

Mar 31, 26

+3.01K

0.01%

Sightline Wealth Advisors, LLC

15.16K

Mar 31, 26

+173

0.01%

Dakota Wealth Management

14.92K

Mar 31, 26

-7.87K

0.00%

Apeiron RIA LLC

14.81K

Mar 31, 26

0.00%

Integrated Wealth Concepts LLC

14.76K

Mar 31, 26

-68.50K

0.00%

TCP Asset Management, LLC

14.37K

Mar 31, 26

+14.37K

0.00%

D.A. DAVIDSON & CO.

14.31K

Mar 31, 26

+38

0.00%

Insight Wealth Strategies, LLC

13.95K

Mar 31, 26

+161

0.00%

Apollon Wealth Management, LLC

13.73K

Mar 31, 26

0.00%

Citizens National Bank Trust Department

13.70K

Mar 31, 26

0.00%

Plan Group Financial, LLC

13.59K

Mar 31, 26

0.00%

Gateway Wealth Partners, LLC

13.25K

Mar 31, 26

+13.25K

0.00%

LaSalle St. Investment Advisors, LLC

13.13K

Mar 31, 26

+13.13K

0.00%

SFMG, LLC

13.05K

Mar 31, 26

0.00%

Snowden Capital Advisors LLC

12.91K

Mar 31, 26

+874

0.00%

Wealth Management Associates, Inc.

12.54K

Mar 31, 26

+28

0.00%

Capital Investment Advisory Services, LLC

12.01K

Mar 31, 26

+48

0.00%

Calamos Wealth Management LLC

12.00K

Mar 31, 26

+12.00K

0.00%

Calamos Advisors LLC

12.00K

Mar 31, 26

+12.00K

0.00%

TOTH FINANCIAL ADVISORY CORP

11.93K

Mar 31, 26

+137

0.00%

Ancora Advisors, LLC

11.74K

Mar 31, 26

-1.21K

0.00%

Uptown Financial Advisors LLC

11.50K

Mar 31, 26

0.00%

Maridea Wealth Management LLC

11.45K

Mar 31, 26

+1.43K

0.00%

Total Clarity Wealth Management, Inc.

11.32K

Mar 31, 26

0.00%

SHEETS SMITH WEALTH MANAGEMENT

11.25K

Mar 31, 26

+750

0.00%

EP Wealth Advisors, LLC

11.13K

Mar 31, 26

+81

0.00%

Clean Yield Group

10.97K

Mar 31, 26

0.00%

Riverstone Advisors, LLC

10.66K

Mar 31, 26

+122

0.00%

Busey Wealth Management

10.62K

Mar 31, 26

+10.62K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

10.41K

Mar 31, 26

-1.03K

0.00%

Future Financial Wealth Managment LLC

10.00K

Mar 31, 26

0.00%

Dorsey & Whitney Trust CO LLC

10.00K

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

8.10K

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

7.43K

Mar 31, 26

-256

0.00%

PRIVATE TRUST CO NA

7.34K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

7.24K

Mar 31, 26

0.00%

CX Institutional

6.96K

Mar 31, 26

+80

0.00%

WEBSTER BANK, N. A.

6.89K

Mar 31, 26

0.00%

Chung Wu Investment Group, LLC

6.00K

Mar 31, 26

0.00%

Founders Capital Management

5.50K

Mar 31, 26

0.00%

Arkos Global Advisors

5.19K

Mar 31, 26

+5.19K

0.00%

SJS Investment Consulting Inc.

4.98K

Mar 31, 26

+57

0.00%

HUNTINGTON NATIONAL BANK

4.85K

Mar 31, 26

+4.85K

0.00%

MAI Capital Management

4.82K

Mar 31, 26

+26

0.00%

FNY Investment Advisers, LLC

4.40K

Mar 31, 26

+4.40K

0.00%

CWM, LLC

3.94K

Mar 31, 26

+186

0.00%

PETERSON WEALTH MANAGEMENT

3.81K

Mar 31, 26

+3.81K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.79K

Mar 31, 26

+16

0.00%

Cornerstone Planning Group LLC

3.73K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

3.65K

Mar 31, 26

+3.65K

0.00%

Geneos Wealth Management Inc.

3.19K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

3.19K

Mar 31, 26

0.00%

Noble Wealth Management PBC

3.13K

Mar 31, 26

+460

0.00%

Financial Management Professionals, Inc.

2.33K

Mar 31, 26

+27

0.00%

Hilltop National Bank

2.01K

Mar 31, 26

+1.06K

0.00%

Salomon & Ludwin, LLC

1.80K

Mar 31, 26

-111

0.00%

Pinnacle Wealth Planning Services, Inc.

1.73K

Mar 31, 26

-713

0.00%

Global Wealth Strategies & Associates

1.69K

Mar 31, 26

-1.28K

0.00%

Mascoma Wealth Management LLC

1.63K

Mar 31, 26

0.00%

Capital Analysts, LLC

1.59K

Mar 31, 26

+18

0.00%

Atlantic Union Bankshares Corp

1.55K

Mar 31, 26

0.00%

ORG Wealth Partners, LLC

1.51K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.50K

Mar 31, 26

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

1.49K

Mar 31, 26

0.00%

Vanguard National Trust Co

1.33K

Mar 31, 26

+1.33K

0.00%

Penserra Capital Management LLC

1.16K

Mar 31, 26

+1.16K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

1.13K

Mar 31, 26

+1.13K

0.00%

Crews Bank & Trust

1.01K

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

930

Mar 31, 26

+430

0.00%

Community Financial Services Group, LLC

761

Mar 31, 26

+761

0.00%

IFP Advisors, Inc

756

Mar 31, 26

0.00%

Piscataqua Savings Bank

645

Mar 31, 26

0.00%

MOTCO

636

Mar 31, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

583

Mar 31, 26

0.00%

Abound Wealth Management

537

Mar 31, 26

+537

0.00%

Larson Financial Group LLC

519

Mar 31, 26

-205

0.00%

EASTERN BANK

481

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

467

Mar 31, 26

+467

0.00%

HIGHLINE WEALTH PARTNERS LLC

450

Mar 31, 26

-750

0.00%

Rossby Financial, LCC

360

Mar 31, 26

+360

0.00%

Bogart Wealth, LLC

240

Mar 31, 26

0.00%

Sound Income Strategies, LLC

195

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

108

Mar 31, 26

0.00%

WPG Advisers, LLC

Mar 31, 26

-201

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-876

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+76

0.00%

WHITTIER TRUST CO OF NEVADA INC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-81

0.00%

AQR CAPITAL MANAGEMENT LLC

Mar 31, 26

-14.81K

Engineers Gate Manager LP

Mar 31, 26

-11.95K

Turning Point Benefit Group, Inc.

Mar 31, 26

-2.08K

Camelot Portfolios, LLC

Mar 31, 26

-8.03K

IFC Advisors LLC

Mar 31, 26

-138.75K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-11.34K

Catalytic Wealth RIA, LLC

Mar 31, 26

-40.69K

StoneX Group Inc.

Mar 31, 26

-301.99K

Bramshill Investments, LLC

Mar 31, 26

-2.80M

Williams Jones Wealth Management, LLC.

Mar 31, 26

-37.00K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-42.98K

Foster Group, Inc.

Mar 31, 26

-10.72K

U.S. Capital Wealth Advisors, LLC

Mar 31, 26

-145.52K

Kohmann Bosshard Financial Services, LLC

Mar 31, 26

-1.00K

GeoWealth Management, LLC

Mar 31, 26

-40.69K

MONTAG A & ASSOCIATES INC

Mar 31, 26

-2.12K

Navalign, LLC

Mar 31, 26

-885

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

-566

STEPHENS INC /AR/

Mar 31, 26

-56.98K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-12.22K

MGO ONE SEVEN LLC

Mar 31, 26

-13.80K

PETRA FINANCIAL ADVISORS INC

Mar 31, 26

-119.65K

North Ground Capital

Mar 31, 26

-76.34K

ROBINSON CAPITAL MANAGEMENT, LLC

Mar 31, 26

-233.25K

SMH CAPITAL ADVISORS INC

Mar 31, 26

-12.20K

Alpine Global Management, LLC

Mar 31, 26

-36.99K

CITADEL ADVISORS LLC

Mar 31, 26

-184.20K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-13.25K

CHOREO, LLC

Mar 31, 26

-13.95K

MORGAN STANLEY

9.70M

Dec 31, 25

-472.97K

3.24%

Bramshill Investments, LLC

2.80M

Dec 31, 25

-180.15K

0.94%

RAYMOND JAMES FINANCIAL INC

2.60M

Dec 31, 25

+384.84K

0.87%

GUGGENHEIM CAPITAL LLC

2.47M

Dec 31, 25

+845.21K

0.83%

BANK OF AMERICA CORP /DE/

1.62M

Dec 31, 25

-3.62K

0.54%

AMERIPRISE FINANCIAL INC

464.24K

Dec 31, 25

+27.04K

0.16%

Rockefeller Capital Management L.P.

431.31K

Dec 31, 25

-640.59K

0.14%

Palogic Value Management, L.P.

368.79K

Dec 31, 25

+16.24K

0.12%

HORIZON KINETICS ASSET MANAGEMENT LLC

295.25K

Dec 31, 25

-2.02K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

262.67K

Dec 31, 25

+139.24K

0.09%

NewEdge Advisors, LLC

232.70K

Dec 31, 25

+19.89K

0.08%

Lido Advisors, LLC

223.35K

Dec 31, 25

0.07%

Baird Financial Group, Inc.

204.65K

Dec 31, 25

-32.21K

0.07%

CITADEL ADVISORS LLC

184.20K

Dec 31, 25

+184.20K

0.06%

CI Private Wealth, LLC

133.34K

Dec 31, 25

-2.79K

0.04%

Venture Visionary Partners LLC

104.18K

Dec 31, 25

+74.30K

0.03%

Concorde Asset Management, LLC

98.37K

Dec 31, 25

+6.40K

0.03%

CAPTRUST FINANCIAL ADVISORS

88.15K

Dec 31, 25

+1.19K

0.03%

Mariner, LLC

77.47K

Dec 31, 25

-7.51K

0.03%

COMERICA BANK

63.00K

Dec 31, 25

+25.50K

0.02%

Cerity Partners LLC

57.27K

Dec 31, 25

+10.44K

0.02%

Colony Group, LLC

51.32K

Dec 31, 25

+51.32K

0.02%

TCG Advisory Services, LLC

48.89K

Dec 31, 25

+48.89K

0.02%

AlphaCore Capital LLC

41.67K

Dec 31, 25

+6.21K

0.01%

Catalytic Wealth RIA, LLC

40.69K

Dec 31, 25

-5.23K

0.01%

Alpine Global Management, LLC

36.99K

Dec 31, 25

+987

0.01%

Rock Point Advisors, LLC

34.09K

Dec 31, 25

-3.90K

0.01%

Coastal Bridge Advisors, LLC

32.79K

Dec 31, 25

+53

0.01%

CAPITAL & PLANNING, LLC

28.00K

Dec 31, 25

-98.25K

0.01%

ALLIANCEBERNSTEIN L.P.

27.40K

Dec 31, 25

0.01%

Allworth Financial LP

27.09K

Dec 31, 25

+3.14K

0.01%

Caitlin John, LLC

26.60K

Dec 31, 25

-4.20K

0.01%

US BANCORP \DE\

26.18K

Dec 31, 25

0.01%

NORTHERN TRUST CORP

25.48K

Dec 31, 25

-11.24K

0.01%

VERUS CAPITAL PARTNERS, LLC

25.00K

Dec 31, 25

-5.00K

0.01%

Pointe Capital Management LLC

21.02K

Dec 31, 25

0.01%

Arete Wealth Advisors, LLC

18.64K

Dec 31, 25

-4.15K

0.01%

Global Retirement Partners, LLC

18.20K

Dec 31, 25

+16.10K

0.01%

Advisory Services Network, LLC

17.56K

Dec 31, 25

-3.24K

0.01%

Summit Financial Wealth Advisors, LLC

16.40K

Dec 31, 25

-2.00K

0.01%

Sunbelt Securities, Inc.

15.38K

Dec 31, 25

+310

0.01%

AQR CAPITAL MANAGEMENT LLC

14.81K

Dec 31, 25

+14.81K

0.00%

CIBC Private Wealth Group, LLC

14.69K

Dec 31, 25

+4.16K

0.00%

RMB Capital Management, LLC

14.06K

Dec 31, 25

0.00%

GOLDMAN SACHS GROUP INC

13.25K

Dec 31, 25

+13.25K

0.00%

Hilltop Holdings Inc.

12.30K

Dec 31, 25

-4.65K

0.00%

Quantinno Capital Management LP

10.50K

Dec 31, 25

0.00%

Dorsey & Whitney Trust CO LLC

10.00K

Dec 31, 25

0.00%

CENTAURUS FINANCIAL, INC.

8.78K

Dec 31, 25

0.00%

JONES FINANCIAL COMPANIES LLLP

7.69K

Dec 31, 25

+252

0.00%

MAI Capital Management

4.80K

Dec 31, 25

+51

0.00%

CWM, LLC

3.75K

Dec 31, 25

+458

0.00%

SRS Capital Advisors, Inc.

2.15K

Dec 31, 25

0.00%

DV EQUITIES, LLC

1.60K

Dec 31, 25

+1.60K

0.00%

Arkos Global Advisors

Dec 31, 25

-37.73K

Permanent Capital Management, LP

Dec 31, 25

-12.42K

Bard Financial Services, Inc.

65.00K

Sep 30, 25

0.02%

Moloney Securities Asset Management, LLC

34.08K

Sep 30, 25

+200

0.01%

GRIES FINANCIAL LLC

24.85K

Sep 30, 25

0.01%

FSA Wealth Management LLC

3.00K

Sep 30, 25

0.00%

L.M. KOHN & COMPANY

Sep 30, 25

-13.17K

AVANTAX ADVISORY SERVICES, INC.

27.96K

Jun 30, 25

-1.15K

0.01%

Good Life Advisors, LLC

22.66K

Jun 30, 25

+160

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

4.14K

Jun 30, 25

+4.14K

0.00%

First Horizon Advisors, Inc.

500

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-16.68K

Sheaff Brock Investment Advisors, LLC

11.14K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

3.44K

Mar 31, 25

+3.44K

0.00%

Sandy Spring Bank

1.57K

Mar 31, 25

+25

0.00%

Schechter Investment Advisors, LLC

Mar 31, 25

-23.24K

TrinityPoint Wealth, LLC

40.60K

Dec 31, 24

+54

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-551

Raymond James Financial Services Advisors, Inc.

1.26M

Sep 30, 24

+773.06K

0.42%

RAYMOND JAMES & ASSOCIATES

940.00K

Sep 30, 24

+57.61K

0.31%

Edmonds Duncan Registered Investment Advisors, LLC

88.00K

Sep 30, 24

+1.28K

0.03%

RAYMOND JAMES TRUST N.A.

68.25K

Sep 30, 24

0.02%

First Personal Financial Services

67.57K

Sep 30, 24

-3.81K

0.02%

M&R CAPITAL MANAGEMENT INC

677

Sep 30, 24

0.00%

Flow State Investments, L.P.

Sep 30, 24

-284.75K

BlackRock Inc.

1.49M

Jun 30, 24

+1.49M

0.50%

EMFO, LLC

26.81K

Jun 30, 24

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

24.43K

Jun 30, 24

0.01%

ICA Group Wealth Management, LLC

2.64K

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-400.71K

Cetera Advisor Networks LLC

103.74K

Mar 31, 24

+9.71K

0.03%

Cetera Advisors LLC

39.63K

Mar 31, 24

+22.62K

0.01%

InterOcean Capital Group, LLC

12.00K

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

2.38K

Mar 31, 24

0.00%

Crestone Asset Management LLC

Mar 31, 24

-26.18K

StrategIQ Financial Group, LLC

74.94K

Dec 31, 23

-19.28K

0.03%

Baystate Wealth Management LLC

4.79K

Dec 31, 23

+370

0.00%

Bartlett & Co. LLC

105

Dec 31, 23

0.00%

Claybrook Capital, LLC

248.58K

Sep 30, 23

0.08%

GOODWIN DANIEL L

156.33K

Sep 30, 23

0.05%

Wealth Management Solutions, LLC

16.38K

Sep 30, 23

0.01%

BDO Wealth Advisors, LLC

29.30K

Jun 30, 23

+612

0.01%

Kistler-Tiffany Companies, LLC

1.07K

Jun 30, 23

+995

0.00%

MCMILLION CAPITAL MANAGEMENT INC

902

Jun 30, 23

+902

0.00%

LeJeune Puetz Investment Counsel LLC

53.11K

Mar 31, 23

+5.00K

0.02%

Ahrens Investment Partners LLC

500

Mar 31, 23

+500

0.00%

BOENNING & SCATTERGOOD, INC.

20.21K

Dec 31, 22

0.01%

EATON VANCE MANAGEMENT

51.21K

Sep 30, 22

0.02%

American Portfolios Advisors

23.66K

Sep 30, 22

+272

0.01%

ROOSEVELT INVESTMENT GROUP LLC

21.43K

Sep 30, 22

-456

0.01%

Surevest, LLC

3.33K

Sep 30, 22

0.00%

FourThought Financial, LLC

2.69K

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-4.27K

Kore Private Wealth LLC

Sep 30, 22

-18.62K

B. Riley Wealth Management, Inc.

22.69K

Jun 30, 22

+6.98K

0.01%

Lake Point Wealth Management

959

Jun 30, 22

+959

0.00%

BAR HARBOR TRUST SERVICES

Jun 30, 22

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.01M

Mar 31, 22

+211.96K

1.34%

BREITER CAPITAL MANAGEMENT INC

30.40K

Mar 31, 22

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

7.39K

Mar 31, 22

+1.52K

0.00%

VIRIDIAN RIA, LLC

Mar 31, 22

-20.00K

6 Meridian

242.41K

Dec 31, 21

-26.20K

0.08%

Altavista Wealth Management, Inc.

20.01K

Dec 31, 21

0.01%

Carroll Financial Associates, Inc.

1.76K

Dec 31, 21

+1.76K

0.00%

REILLY FINANCIAL ADVISORS, LLC

300

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

114.76K

Sep 30, 21

+31.04K

0.04%

Allegiant Private Advisors, LLC

176.33K

Jun 30, 21

0.06%

Coe Capital Management, LLC

22.86K

Jun 30, 21

+22.86K

0.01%

USCA RIA LLC

20.08K

Jun 30, 21

+8.60K

0.01%

Hoover Financial Advisors, Inc.

2.64K

Jun 30, 21

+2.64K

0.00%

Point View Wealth Management, Inc.

11.51K

Dec 31, 20

-1.48K

0.00%

Winslow, Evans & Crocker, Inc.

2.26K

Dec 31, 20

0.00%

Reby Advisors, LLC

430

Dec 31, 20

+430

0.00%

First Allied Advisory Services, Inc.

47.84K

Sep 30, 20

+6.49K

0.02%

NORTHSTAR WEALTH PARTNERS LLC

23.66K

Sep 30, 20

0.01%

Huber Financial Advisors, LLC

165.41K

Mar 31, 20

+64

0.06%

ACCURATE INVESTMENT SOLUTIONS, INC.

2.22K

Mar 31, 20

0.00%

Advisor Group, Inc.

236.19K

Dec 31, 19

+12.23K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

144.34K

Dec 31, 19

+19.55K

0.05%

BB&T SECURITIES, LLC

295.91K

Sep 30, 19

+42.12K

0.10%

SUNTRUST BANKS INC

11.50K

Sep 30, 19

-677

0.00%

Sound View Wealth Advisors, LLC

12.22K

Mar 31, 19

-382

0.00%

Horizon Kinetics LLC

571.51K

Dec 31, 18

-463

0.19%

NORTHERN CAPITAL MANAGEMENT LLC

140.88K

Dec 31, 18

-41.01K

0.05%

Questar Asset Management, Inc.

11.42K

Dec 31, 18

+11.42K

0.00%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

11.42K

Sep 30, 18

-838

0.00%

Vantage Investment Advisors, LLC

1.26K

Sep 30, 18

0.00%

Yellowstone Partners, LLC

19.68K

Dec 31, 17

-24.32K

0.01%

IFC Holdings Incorporated/FL

18.02K

Dec 31, 17

0.01%

BB&T INVESTMENT SERVICES, INC.

468

Dec 31, 17

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-117.61K

Concert Wealth Management Inc.

Sep 30, 17

-27.94K

Commonwealth Equity Services, Inc

574.98K

Jun 30, 17

+16.89K

0.19%

FIRST FINANCIAL EQUITY CORPORATION

37.65K

Mar 31, 17

+37.65K

0.01%

LBA Wealth Management, LLC

145

Mar 31, 17

0.00%

MSI Financial Services Inc

56.76K

Dec 31, 16

+2.80K

0.02%

NEWGATE CAPITAL MANAGEMENT LLC

125.53K

Jun 30, 16

+25.61K

0.04%

VSR Financial Services, Inc.

31.06K

Jun 30, 16

-127

0.01%

Pinnacle Summer Investments, Inc.

8.78K

Dec 31, 15

+7.00K

0.00%

Samson Capital Advisors LLC

296.92K

Sep 30, 15

+296.92K

0.10%

Aris Wealth Services, Inc.

1.73K

Sep 30, 15

0.00%

BAIRD ROBERT W & CO INC /WI/

36.77K

Mar 31, 15

-3.10K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

1.65K

Dec 31, 14

0.00%

UBS AG

439.02K

Sep 30, 14

-12.33K

0.15%

1919 Investment Counsel, LLC

Sep 30, 14

-815

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-28.02K

STIFEL NICOLAUS & CO INC \MO\

10.84K

Sep 30, 13

-5.15K

0.00%

First Allied Securities, Inc.

68.00K

Jun 30, 12

-2.00K

0.02%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

31.91K

Jun 30, 10

-3.50K

0.01%