Novartis AG(NVS)

$142.94▼-2.56 (-1.76%)

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Novartis AG(NVS)

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$142.94▼-2.56 (-1.76%)

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NVS(NVS)

NVS

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Holder

Date

Change

% Held

TRUIST FINANCIAL CORP

941.82K

Mar 31, 26

+54.52K

0.05%

SCHARF INVESTMENTS, LLC

589.23K

Mar 31, 26

-373.67K

0.03%

Janney Montgomery Scott LLC

311.83K

Mar 31, 26

-8.03K

0.02%

OPPENHEIMER ASSET MANAGEMENT INC.

217.13K

Mar 31, 26

-3.06K

0.01%

GODSEY & GIBB, INC

185.57K

Mar 31, 26

-5.51K

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

156.62K

Mar 31, 26

-11.77K

0.01%

QRG CAPITAL MANAGEMENT, INC.

150.84K

Mar 31, 26

+17.73K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

147.79K

Mar 31, 26

-38.61K

0.01%

Douglas Lane & Associates, LLC

145.12K

Mar 31, 26

-5.91K

0.01%

EXENCIAL WEALTH ADVISORS, LLC

108.59K

Mar 31, 26

+13.10K

0.01%

RITHOLTZ WEALTH MANAGEMENT

104.15K

Mar 31, 26

+4.31K

0.01%

Ethic Inc.

103.55K

Mar 31, 26

+9.69K

0.01%

Matthew Goff Investment Advisor, LLC

84.61K

Mar 31, 26

-1.25K

0.00%

Eldred Rock Partners, LLC

80.77K

Mar 31, 26

-781

0.00%

Cohen Capital Management, Inc.

76.85K

Mar 31, 26

+236

0.00%

Live Oak Private Wealth LLC

75.34K

Mar 31, 26

-1.25K

0.00%

Reynders McVeigh Capital Management, LLC

73.39K

Mar 31, 26

-4.56K

0.00%

SALEM INVESTMENT COUNSELORS INC

68.73K

Mar 31, 26

+63.39K

0.00%

Franklin, Parlapiano, Turner & Welch, LLC

65.09K

Mar 31, 26

-5.42K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

63.68K

Mar 31, 26

+10.67K

0.00%

PINNACLE ASSOCIATES LTD

55.98K

Mar 31, 26

-1.23K

0.00%

China Universal Asset Management Co., Ltd.

53.13K

Mar 31, 26

+17.14K

0.00%

Narwhal Capital Management

52.67K

Mar 31, 26

-1.14K

0.00%

Triasima Portfolio Management inc.

52.47K

Mar 31, 26

+2.29K

0.00%

Archford Capital Strategies, LLC

50.60K

Mar 31, 26

+3.93K

0.00%

CULLEN INVESTMENT GROUP, LTD.

50.30K

Mar 31, 26

+17.41K

0.00%

Cardinal Capital Management

49.68K

Mar 31, 26

+19

0.00%

PARK AVENUE SECURITIES LLC

48.91K

Mar 31, 26

+327

0.00%

SMITHBRIDGE ASSET MANAGEMENT INC/DE

48.78K

Mar 31, 26

-49.03K

0.00%

SIGNATUREFD, LLC

48.04K

Mar 31, 26

+1.41K

0.00%

Mount Yale Investment Advisors, LLC

47.52K

Mar 31, 26

+37.88K

0.00%

Y-Intercept (Hong Kong) Ltd

46.44K

Mar 31, 26

+46.44K

0.00%

Pensionmark Financial Group, LLC

44.22K

Mar 31, 26

-6.00K

0.00%

Private Advisor Group, LLC

43.77K

Mar 31, 26

+2.69K

0.00%

DAVENPORT & Co LLC

41.28K

Mar 31, 26

+3.92K

0.00%

Perennial Advisors, LLC

40.89K

Mar 31, 26

-1.46K

0.00%

Henry James International Management Inc.

40.40K

Mar 31, 26

-3.20K

0.00%

First Pacific Financial

39.92K

Mar 31, 26

-150

0.00%

Patriot Financial Group Insurance Agency, LLC

39.50K

Mar 31, 26

+20.82K

0.00%

Naviter Wealth, LLC

38.81K

Mar 31, 26

+1.16K

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

36.66K

Mar 31, 26

-1.19K

0.00%

Spire Wealth Management

36.56K

Mar 31, 26

-2.42K

0.00%

Vise Technologies, Inc.

36.28K

Mar 31, 26

0.00%

Gradient Investments LLC

35.15K

Mar 31, 26

+20.49K

0.00%

Farther Finance Advisors, LLC

34.51K

Mar 31, 26

+136

0.00%

Timber Creek Capital Management LLC

34.27K

Mar 31, 26

-271

0.00%

Merit Financial Group, LLC

33.71K

Mar 31, 26

+1.21K

0.00%

Auto-Owners Insurance Co

33.57K

Mar 31, 26

0.00%

Chesley Taft & Associates LLC

32.73K

Mar 31, 26

+250

0.00%

Cornerstone Wealth Group, LLC

31.19K

Mar 31, 26

-2.07K

0.00%

BALDWIN BROTHERS LLC/MA

30.00K

Mar 31, 26

-2.29K

0.00%

South Shore Capital Advisors

29.80K

Mar 31, 26

+25.24K

0.00%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

29.04K

Mar 31, 26

-295

0.00%

NORTHEAST INVESTMENT MANAGEMENT

28.89K

Mar 31, 26

-2.01K

0.00%

Oxbow Advisors, LLC

28.55K

Mar 31, 26

+37

0.00%

MOODY LYNN & LIEBERSON, LLC

28.28K

Mar 31, 26

-1.04K

0.00%

Prospera Financial Services Inc

28.04K

Mar 31, 26

+2.16K

0.00%

NBT BANK N A /NY

27.82K

Mar 31, 26

-360

0.00%

Pegasus Asset Management, Inc.

27.32K

Mar 31, 26

+27.32K

0.00%

CWA Asset Management Group, LLC

27.04K

Mar 31, 26

-169

0.00%

Spectrum Asset Management, Inc. (NB/CA)

26.27K

Mar 31, 26

-13

0.00%

NAPLES GLOBAL ADVISORS, LLC

26.19K

Mar 31, 26

+57

0.00%

ALBERT D MASON INC

25.73K

Mar 31, 26

+140

0.00%

Telos Capital Management, Inc.

25.70K

Mar 31, 26

-590

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

25.29K

Mar 31, 26

-2.62K

0.00%

apricus wealth, LLC

24.42K

Mar 31, 26

-250

0.00%

BLUE SQUARE ASSET MANAGEMENT, LLC

24.13K

Mar 31, 26

+315

0.00%

Aaron Wealth Advisors LLC

24.09K

Mar 31, 26

+4.38K

0.00%

OPPENHEIMER & CO INC

23.91K

Mar 31, 26

+1.69K

0.00%

HALL LAURIE J TRUSTEE

23.20K

Mar 31, 26

-925

0.00%

MITCHELL & PAHL PRIVATE WEALTH, LLC

22.93K

Mar 31, 26

+582

0.00%

TEALWOOD ASSET MANAGEMENT INC

22.36K

Mar 31, 26

-453

0.00%

FOSTER & MOTLEY INC

22.11K

Mar 31, 26

+58

0.00%

Kathmere Capital Management, LLC

21.59K

Mar 31, 26

+1.66K

0.00%

DGS Capital Management, LLC

21.14K

Mar 31, 26

+276

0.00%

Old Port Advisors

21.10K

Mar 31, 26

+109

0.00%

Perigon Wealth Management, LLC

20.66K

Mar 31, 26

+165

0.00%

Cascade Investment Advisors, Inc.

20.51K

Mar 31, 26

-545

0.00%

Coastline Trust Co

20.34K

Mar 31, 26

-70

0.00%

MARIETTA INVESTMENT PARTNERS LLC

20.02K

Mar 31, 26

+1.78K

0.00%

YOUSIF CAPITAL MANAGEMENT, LLC

19.93K

Mar 31, 26

-2.78K

0.00%

TRUST CO OF TOLEDO NA /OH/

19.09K

Mar 31, 26

+135

0.00%

Abacus Wealth Partners, LLC

18.37K

Mar 31, 26

+276

0.00%

HB Wealth Management, LLC

18.31K

Mar 31, 26

+950

0.00%

INDEPENDENT INVESTORS INC

17.90K

Mar 31, 26

0.00%

BENEDICT FINANCIAL ADVISORS INC

17.37K

Mar 31, 26

-112

0.00%

Patten Group, Inc.

17.03K

Mar 31, 26

-108

0.00%

Marshall Financial Group LLC

16.99K

Mar 31, 26

+127

0.00%

Northside Capital Management, LLC

16.88K

Mar 31, 26

-12.66K

0.00%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

16.87K

Mar 31, 26

0.00%

Abundance Wealth Counselors

16.80K

Mar 31, 26

-131

0.00%

Dynamic Advisor Solutions LLC

16.61K

Mar 31, 26

+59

0.00%

IAM Advisory, LLC

16.57K

Mar 31, 26

+366

0.00%

BTC Capital Management, Inc.

16.54K

Mar 31, 26

-838

0.00%

Venturi Wealth Management, LLC

16.50K

Mar 31, 26

+1.43K

0.00%

Palisade Asset Management, LLC

16.41K

Mar 31, 26

0.00%

Baker Ellis Asset Management LLC

14.95K

Mar 31, 26

-300

0.00%

HIGHLAND CAPITAL MANAGEMENT, LLC

14.95K

Mar 31, 26

+1.80K

0.00%

Concurrent Investment Advisors, LLC

14.83K

Mar 31, 26

+18

0.00%

Abel Hall, LLC

14.50K

Mar 31, 26

+2.08K

0.00%

GREENLEAF TRUST

14.48K

Mar 31, 26

+58

0.00%

PARK NATIONAL CORP /OH/

14.16K

Mar 31, 26

+1.18K

0.00%

U.S. Capital Wealth Advisors, LLC

13.90K

Mar 31, 26

-1.16K

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

13.88K

Mar 31, 26

-50

0.00%

Ipswich Investment Management Co., Inc.

13.84K

Mar 31, 26

-3.27K

0.00%

TD PRIVATE CLIENT WEALTH LLC

13.75K

Mar 31, 26

-2.55K

0.00%

V-Square Quantitative Management LLC

13.52K

Mar 31, 26

+1.04K

0.00%

Sterling Capital Management LLC

13.49K

Mar 31, 26

-1

0.00%

GAMMA Investing LLC

13.31K

Mar 31, 26

+1.21K

0.00%

NorthCrest Asset Manangement, LLC

13.31K

Mar 31, 26

-5.82K

0.00%

Compass Wealth Management LLC

12.85K

Mar 31, 26

-100

0.00%

HM PAYSON & CO

12.84K

Mar 31, 26

-223

0.00%

Boit C F David

12.80K

Mar 31, 26

0.00%

Plancorp, LLC

12.29K

Mar 31, 26

0.00%

PHYSICIANS FINANCIAL SERVICES, INC.

12.28K

Mar 31, 26

0.00%

Value Partners Investments Inc.

12.12K

Mar 31, 26

+1.11K

0.00%

HF Advisory Group, LLC

12.01K

Mar 31, 26

+113

0.00%

Generali Investments CEE, investicni spolecnost, a.s.

12.00K

Mar 31, 26

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

11.80K

Mar 31, 26

-1.97K

0.00%

TRUST CO OF OKLAHOMA

11.33K

Mar 31, 26

-153

0.00%

Brookstone Capital Management

11.29K

Mar 31, 26

-805

0.00%

TrueMark Investments, LLC

11.18K

Mar 31, 26

+1.38K

0.00%

Kentucky Trust Co

11.14K

Mar 31, 26

-1.00K

0.00%

CMH Wealth Management LLC

11.05K

Mar 31, 26

+11.05K

0.00%

Apollon Wealth Management, LLC

10.79K

Mar 31, 26

+343

0.00%

J.W. COLE ADVISORS, INC.

10.78K

Mar 31, 26

+201

0.00%

GUYASUTA INVESTMENT ADVISORS INC

10.77K

Mar 31, 26

0.00%

STONEBRIDGE CAPITAL MANAGEMENT INC

10.53K

Mar 31, 26

+10.53K

0.00%

Versant Capital Management, Inc

10.27K

Mar 31, 26

+1.76K

0.00%

MATHER GROUP, LLC.

10.15K

Mar 31, 26

+29

0.00%

STOCK YARDS BANK & TRUST CO

10.03K

Mar 31, 26

-1.22K

0.00%

Ronald Blue Trust, Inc.

9.95K

Mar 31, 26

+4.34K

0.00%

Agate Pass Investment Management, LLC

9.95K

Mar 31, 26

0.00%

OLD NATIONAL BANCORP /IN/

9.86K

Mar 31, 26

+51

0.00%

Stratos Wealth Partners, LTD.

9.72K

Mar 31, 26

+133

0.00%

PDS Planning, Inc

9.53K

Mar 31, 26

0.00%

CRUX WEALTH ADVISORS

9.51K

Mar 31, 26

-1.22K

0.00%

Welch Group, LLC

9.47K

Mar 31, 26

-190

0.00%

NOVEM GROUP

9.34K

Mar 31, 26

-583

0.00%

Essex Financial Services, Inc.

9.07K

Mar 31, 26

+152

0.00%

Elser Financial Planning, Inc

8.98K

Mar 31, 26

+8.98K

0.00%

Cambridge Advisors Inc.

8.97K

Mar 31, 26

0.00%

Fifth Third Wealth Advisors LLC

8.80K

Mar 31, 26

+126

0.00%

Mayflower Financial Advisors, LLC

8.73K

Mar 31, 26

-1.64K

0.00%

Mesirow Financial Investment Management, Inc.

8.66K

Mar 31, 26

+4.04K

0.00%

RETIREMENT GUYS FORMULA LLC

8.62K

Mar 31, 26

-1.04K

0.00%

Stratos Wealth Advisors, LLC

8.43K

Mar 31, 26

0.00%

CHICAGO TRUST Co NA

8.41K

Mar 31, 26

+201

0.00%

EASTERN BANK

8.35K

Mar 31, 26

-301

0.00%

YANKCOM Partnership

8.31K

Mar 31, 26

-186

0.00%

Simmons Bank

8.23K

Mar 31, 26

-80

0.00%

DELPHI MANAGEMENT INC /MA/

7.99K

Mar 31, 26

-3.73K

0.00%

RD Lewis Holdings, Inc.

7.92K

Mar 31, 26

-75

0.00%

Five Oceans Advisors

7.91K

Mar 31, 26

0.00%

Lantz Financial LLC

7.90K

Mar 31, 26

+1.36K

0.00%

VALLEY NATIONAL ADVISERS INC

7.86K

Mar 31, 26

-30

0.00%

AdvisorShares Investments LLC

7.81K

Mar 31, 26

+7.81K

0.00%

SevenBridge Financial Group, LLC

7.72K

Mar 31, 26

-155

0.00%

Harbour Trust & Investment Management Co

7.67K

Mar 31, 26

-50

0.00%

SAGE RHINO CAPITAL LLC

7.65K

Mar 31, 26

+26

0.00%

FRG Family Wealth Advisors LLC

7.61K

Mar 31, 26

-2.61K

0.00%

Kennon-Green & Company, LLC

7.46K

Mar 31, 26

-50

0.00%

Sowell Financial Services LLC

7.35K

Mar 31, 26

+137

0.00%

New Hampshire Trust

7.17K

Mar 31, 26

-1.05K

0.00%

St. Clair Advisors, LLC

7.09K

Mar 31, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

7.00K

Mar 31, 26

+22

0.00%

CENTRAL TRUST Co

6.93K

Mar 31, 26

-61

0.00%

ROMANO BROTHERS AND COMPANY

6.85K

Mar 31, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

6.80K

Mar 31, 26

+431

0.00%

Gilliland Jeter Wealth Management LLC

6.70K

Mar 31, 26

-55

0.00%

Wedmont Private Capital

6.69K

Mar 31, 26

-724

0.00%

Mezzasalma Advisors, LLC

6.66K

Mar 31, 26

+297

0.00%

STEPHENS INC /AR/

6.61K

Mar 31, 26

+162

0.00%

Marotta Asset Management

6.49K

Mar 31, 26

-3

0.00%

HARRELL INVESTMENT PARTNERS, LLC

6.49K

Mar 31, 26

-150

0.00%

Joel Isaacson & Co., LLC

6.49K

Mar 31, 26

+44

0.00%

MEANS INVESTMENT CO., INC.

6.46K

Mar 31, 26

-132

0.00%

SYKON CAPITAL LLC

6.40K

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

6.39K

Mar 31, 26

0.00%

GATEWAY INVESTMENT ADVISERS LLC

6.36K

Mar 31, 26

+541

0.00%

LEE DANNER & BASS INC

6.34K

Mar 31, 26

-619

0.00%

JNBA Financial Advisors

6.25K

Mar 31, 26

-225

0.00%

Bangor Savings Bank

6.17K

Mar 31, 26

-474

0.00%

1900 WEALTH MANAGEMENT LLC

6.15K

Mar 31, 26

+247

0.00%

MOTCO

6.14K

Mar 31, 26

-74

0.00%

Trust Point Inc.

6.11K

Mar 31, 26

+616

0.00%

Meriwether Wealth & Planning, LLC

6.07K

Mar 31, 26

-3.44K

0.00%

Heritage Wealth Management, Inc.

6.05K

Mar 31, 26

0.00%

JEPPSON WEALTH MANAGEMENT, LLC

6.04K

Mar 31, 26

0.00%

Peoples Bank/KS

5.99K

Mar 31, 26

-40

0.00%

KENNEDY INVESTMENT GROUP

5.98K

Mar 31, 26

-2

0.00%

Goldstone Financial Group, LLC

5.84K

Mar 31, 26

-1.04K

0.00%

FULTON BANK, N.A.

5.83K

Mar 31, 26

-765

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

5.79K

Mar 31, 26

0.00%

NTV ASSET MANAGEMENT LLC

5.78K

Mar 31, 26

0.00%

Radnor Capital Management, LLC

5.72K

Mar 31, 26

0.00%

Davis Investment Partners, LLC

5.66K

Mar 31, 26

+5.66K

0.00%

NEVILLE RODIE & SHAW INC

5.61K

Mar 31, 26

-800

0.00%

Diversified Trust Co

5.55K

Mar 31, 26

-101

0.00%

Penbrook Management LLC

5.54K

Mar 31, 26

-70

0.00%

TWIN CITY PRIVATE WEALTH, LLC

5.53K

Mar 31, 26

-1.67K

0.00%

Altus Wealth Group LLC

5.46K

Mar 31, 26

-40

0.00%

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

5.42K

Mar 31, 26

+545

0.00%

MB, LEVIS & ASSOCIATES, LLC

5.41K

Mar 31, 26

0.00%

XML Financial, LLC

5.38K

Mar 31, 26

-110

0.00%

Kennebec Savings Bank

5.25K

Mar 31, 26

-63

0.00%

Alhambra Investment Partners LLC

5.23K

Mar 31, 26

-26

0.00%

E&G Advisors, LP

5.18K

Mar 31, 26

-104

0.00%

Monument Capital Management

5.08K

Mar 31, 26

+690

0.00%

Drucker Wealth 3.0, LLC

5.01K

Mar 31, 26

+35

0.00%

REXFORD CAPITAL INC

5.00K

Mar 31, 26

0.00%

One Wealth Advisors, LLC

4.96K

Mar 31, 26

+59

0.00%

BURNS J W & CO INC/NY

4.92K

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

4.88K

Mar 31, 26

-47

0.00%

B. Riley Wealth Advisors, Inc.

4.84K

Mar 31, 26

-1.94K

0.00%

BXM Wealth LLC

4.84K

Mar 31, 26

-37.98K

0.00%

Essex Savings Bank

4.81K

Mar 31, 26

0.00%

GRIMES & COMPANY, INC.

4.76K

Mar 31, 26

+120

0.00%

Veracity Capital LLC

4.76K

Mar 31, 26

+990

0.00%

VISIONARY HORIZONS, LLC

4.68K

Mar 31, 26

+10

0.00%

Cyndeo Wealth Partners, LLC

4.65K

Mar 31, 26

+155

0.00%

Opal Wealth Advisors, LLC

4.63K

Mar 31, 26

+522

0.00%

PRESILIUM PRIVATE WEALTH, LLC

4.61K

Mar 31, 26

+4.61K

0.00%

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

4.60K

Mar 31, 26

-571

0.00%

Brucke Financial, Inc.

4.54K

Mar 31, 26

-1.33K

0.00%

Hanson & Doremus Investment Management

4.53K

Mar 31, 26

+3.90K

0.00%

WASHINGTON TRUST Co

4.47K

Mar 31, 26

-76

0.00%

Stegent Equity Advisors, Inc.

4.34K

Mar 31, 26

+1.69K

0.00%

WEDBUSH SECURITIES INC

4.32K

Mar 31, 26

-811

0.00%

First City Capital Management, Inc.

4.32K

Mar 31, 26

0.00%

OARSMAN CAPITAL, INC.

4.32K

Mar 31, 26

-110

0.00%

WESBANCO BANK INC

4.26K

Mar 31, 26

+915

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

4.23K

Mar 31, 26

+146

0.00%

CX Institutional

4.20K

Mar 31, 26

-609

0.00%

Curbstone Financial Management Corp

4.19K

Mar 31, 26

-150

0.00%

Financial & Tax Architects, LLC

4.13K

Mar 31, 26

-2.47K

0.00%

PFG Investments, LLC

4.10K

Mar 31, 26

-98

0.00%

Miracle Mile Advisors, LLC

4.09K

Mar 31, 26

+438

0.00%

Violich Capital Management, Inc.

4.05K

Mar 31, 26

-300

0.00%

S.A. Mason LLC

4.04K

Mar 31, 26

0.00%

SEVEN MILE ADVISORY

4.02K

Mar 31, 26

+61

0.00%

Heritage Family Offices, LLP

4.02K

Mar 31, 26

-1.13K

0.00%

Pure Financial Advisors, LLC

4.01K

Mar 31, 26

+667

0.00%

Helen Stephens Group, LLC

3.94K

Mar 31, 26

0.00%

Smith, Salley & Associates

3.89K

Mar 31, 26

+500

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

3.89K

Mar 31, 26

+215

0.00%

Grove Bank & Trust

3.88K

Mar 31, 26

+759

0.00%

Optas, LLC

3.85K

Mar 31, 26

+10

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

3.78K

Mar 31, 26

-241

0.00%

ALTFEST L J & CO INC

3.78K

Mar 31, 26

+18

0.00%

Aull & Monroe Investment Management Corp

3.77K

Mar 31, 26

0.00%

Aspen Investment Management Inc

3.74K

Mar 31, 26

-54

0.00%

Turtle Creek Wealth Advisors, LLC

3.73K

Mar 31, 26

+1.14K

0.00%

Roxbury Financial LLC

3.73K

Mar 31, 26

0.00%

Southland Equity Partners LLC

3.69K

Mar 31, 26

+249

0.00%

DAVIDSON TRUST CO

3.69K

Mar 31, 26

-52

0.00%

IFP Advisors, Inc

3.68K

Mar 31, 26

+708

0.00%

JOURNEY STRATEGIC WEALTH LLC

3.66K

Mar 31, 26

+198

0.00%

Cohen Investment Advisors LLC

3.63K

Mar 31, 26

-19

0.00%

JACKSON SQUARE CAPITAL, LLC

3.60K

Mar 31, 26

+131

0.00%

RFG Advisory, LLC

3.59K

Mar 31, 26

+1.33K

0.00%

Pinnacle Wealth Management Advisory Group, LLC

3.58K

Mar 31, 26

-131

0.00%

YHB Investment Advisors, Inc.

3.55K

Mar 31, 26

-330

0.00%

SG Americas Securities, LLC

3.52K

Mar 31, 26

+3.52K

0.00%

Cherokee Insurance Co

3.50K

Mar 31, 26

0.00%

Newman Dignan & Sheerar, Inc.

3.50K

Mar 31, 26

0.00%

Crew Capital Management, Ltd.

3.50K

Mar 31, 26

0.00%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

3.49K

Mar 31, 26

+1.43K

0.00%

Foster Group, Inc.

3.49K

Mar 31, 26

+191

0.00%

Verity & Verity, LLC

3.48K

Mar 31, 26

-300

0.00%

RIVERSEDGE ADVISORS, LLC

3.46K

Mar 31, 26

+87

0.00%

Revisor Wealth Management LLC

3.43K

Mar 31, 26

-1.03K

0.00%

REGATTA CAPITAL GROUP, LLC

3.42K

Mar 31, 26

-906

0.00%

Heck Capital Advisors, LLC

3.41K

Mar 31, 26

-26

0.00%

VIEWPOINT INVESTMENT PARTNERS CORP

3.40K

Mar 31, 26

+800

0.00%

Intergy Private Wealth, LLC

3.40K

Mar 31, 26

-79

0.00%

ARVEST INVESTMENTS, INC.

3.38K

Mar 31, 26

-78

0.00%

Latitude Advisors, LLC

3.37K

Mar 31, 26

-128

0.00%

Cornerstone Wealth Management, LLC

3.36K

Mar 31, 26

+11

0.00%

ICAPITAL WEALTH LLC

3.35K

Mar 31, 26

0.00%

MITCHELL SINKLER & STARR/PA

3.34K

Mar 31, 26

-50

0.00%

CERTIOR FINANCIAL GROUP, LLC

3.34K

Mar 31, 26

+21

0.00%

Michels Family Financial, LLC

3.34K

Mar 31, 26

0.00%

Hendershot Investments Inc.

3.33K

Mar 31, 26

0.00%

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

3.33K

Mar 31, 26

+19

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

3.31K

Mar 31, 26

-1.64K

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

3.28K

Mar 31, 26

-15

0.00%

LCM Capital Management Inc

3.27K

Mar 31, 26

+57

0.00%

Pinnacle Bancorp, Inc.

3.25K

Mar 31, 26

-43

0.00%

Elmwood Wealth Management, Inc.

3.24K

Mar 31, 26

-100

0.00%

SVB WEALTH LLC

3.20K

Mar 31, 26

-214

0.00%

Occidental Asset Management, LLC

3.19K

Mar 31, 26

+197

0.00%

Traveka Wealth, LLC

3.19K

Mar 31, 26

-83

0.00%

Wealthcare Advisory Partners LLC

3.17K

Mar 31, 26

-76

0.00%

Capital Investment Advisors, LLC

3.12K

Mar 31, 26

-78

0.00%

OneAscent Family Office, LLC

3.10K

Mar 31, 26

+680

0.00%

Berkshire Bank

3.06K

Mar 31, 26

+385

0.00%

TigerOak Management, L.L.C.

3.04K

Mar 31, 26

-6

0.00%

WOODSTOCK CORP

3.03K

Mar 31, 26

-48

0.00%

Sentry LLC

3.01K

Mar 31, 26

0.00%

ABNER HERRMAN & BROCK LLC

3.00K

Mar 31, 26

0.00%

BAR HARBOR WEALTH MANAGEMENT

2.99K

Mar 31, 26

+79

0.00%

Robertson Stephens Wealth Management, LLC

2.99K

Mar 31, 26

+2.99K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

2.99K

Mar 31, 26

+319

0.00%

Platform Technology Partners

2.98K

Mar 31, 26

0.00%

Clear Creek Financial Management, LLC

2.96K

Mar 31, 26

+193

0.00%

Paul Damon & Associates, Inc.

2.94K

Mar 31, 26

+1.25K

0.00%

NBC SECURITIES, INC.

2.91K

Mar 31, 26

-1.45K

0.00%

Apella Capital, LLC

2.91K

Mar 31, 26

+668

0.00%

Canal Capital Management, LLC

2.91K

Mar 31, 26

0.00%

Intellectus Partners, LLC

2.90K

Mar 31, 26

-960

0.00%

Community Bank & Trust, Waco, Texas

2.85K

Mar 31, 26

0.00%

Inscription Capital, LLC

2.83K

Mar 31, 26

+544

0.00%

Integrated Advisors Network LLC

2.82K

Mar 31, 26

+782

0.00%

FLYWHEEL PRIVATE WEALTH LLC

2.80K

Mar 31, 26

0.00%

EWA, LLC

2.79K

Mar 31, 26

+80

0.00%

Magnus Financial Group LLC

2.78K

Mar 31, 26

-35

0.00%

Analyst IMS Investment Management Services Ltd.

2.78K

Mar 31, 26

0.00%

High Net Worth Advisory Group LLC

2.78K

Mar 31, 26

0.00%

BSW Wealth Partners

2.77K

Mar 31, 26

-371

0.00%

Golden State Equity Partners

2.75K

Mar 31, 26

+1.25K

0.00%

Northstar Group, Inc.

2.73K

Mar 31, 26

0.00%

PUREfi Wealth, LLC

2.71K

Mar 31, 26

+2.71K

0.00%

Kapstone Financial Advisors LLC

2.69K

Mar 31, 26

0.00%

Quad-Cities Investment Group, LLC

2.67K

Mar 31, 26

-98

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

2.67K

Mar 31, 26

+286

0.00%

Key FInancial Inc

2.66K

Mar 31, 26

+67

0.00%

Carter Financial Group, INC.

2.65K

Mar 31, 26

-237

0.00%

PEDDOCK CAPITAL ADVISORS, LLC

2.63K

Mar 31, 26

0.00%

Eagle Strategies LLC

2.63K

Mar 31, 26

+27

0.00%

Focus Financial Network, Inc.

2.63K

Mar 31, 26

-330

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

2.63K

Mar 31, 26

-112

0.00%

NORDEN GROUP LLC

2.62K

Mar 31, 26

+474

0.00%

WEATHERLY ASSET MANAGEMENT L. P.

2.62K

Mar 31, 26

0.00%

Intrua Financial, LLC

2.61K

Mar 31, 26

-352

0.00%

Compass Ion Advisors, LLC

2.59K

Mar 31, 26

+31

0.00%

GSB Wealth Management, LLC

2.58K

Mar 31, 26

0.00%

OneAscent Financial Services LLC

2.57K

Mar 31, 26

+2.57K

0.00%

Quantum Financial Advisors, LLC

2.56K

Mar 31, 26

0.00%

GF FUND MANAGEMENT CO. LTD.

2.54K

Mar 31, 26

-1.73K

0.00%

JGP Wealth Management, LLC

2.54K

Mar 31, 26

+106

0.00%

Walkner Condon Financial Advisors LLC

2.53K

Mar 31, 26

+764

0.00%

JACOBS & CO/CA

2.52K

Mar 31, 26

-80

0.00%

WATERSHED PRIVATE WEALTH LLC

2.51K

Mar 31, 26

-156

0.00%

DRIVE WEALTH MANAGEMENT, LLC

2.50K

Mar 31, 26

+20

0.00%

NORRIS PERNE & FRENCH LLP/MI

2.50K

Mar 31, 26

-21

0.00%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

2.49K

Mar 31, 26

-100

0.00%

Formidable Asset Management, LLC

2.46K

Mar 31, 26

-90

0.00%

Busey Wealth Management

2.45K

Mar 31, 26

-57

0.00%

SHEETS SMITH WEALTH MANAGEMENT

2.45K

Mar 31, 26

0.00%

Essex LLC

2.45K

Mar 31, 26

0.00%

Horizon Wealth Management, LLC

2.40K

Mar 31, 26

+45

0.00%

GREENUP STREET WEALTH MANAGEMENT LLC

2.38K

Mar 31, 26

-68

0.00%

Argyle Capital Management Inc.

2.38K

Mar 31, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

2.37K

Mar 31, 26

+314

0.00%

SAPIENT CAPITAL LLC

2.36K

Mar 31, 26

+465

0.00%

Central Pacific Bank - Trust Division

2.35K

Mar 31, 26

-725

0.00%

Oakworth Capital, Inc.

2.33K

Mar 31, 26

-120

0.00%

Key Client Fiduciary Advisors, LLC

2.33K

Mar 31, 26

-3

0.00%

MEYER HANDELMAN CO

2.32K

Mar 31, 26

+2.32K

0.00%

Koshinski Asset Management, Inc.

2.31K

Mar 31, 26

+220

0.00%

Community Financial Services Group, LLC

2.30K

Mar 31, 26

-1.23K

0.00%

Kendall Capital Management

2.29K

Mar 31, 26

0.00%

Claro Advisors LLC

2.29K

Mar 31, 26

+196

0.00%

JUNCTURE WEALTH STRATEGIES, LLC

2.28K

Mar 31, 26

+336

0.00%

Outlook Wealth Advisors, LLC

2.27K

Mar 31, 26

0.00%

VICUS CAPITAL

2.25K

Mar 31, 26

-686

0.00%

Atlantic Edge Private Wealth Management, LLC

2.23K

Mar 31, 26

0.00%

Wealth Group, Ltd.

2.20K

Mar 31, 26

0.00%

Braun-Bostich & Associates Inc.

2.20K

Mar 31, 26

-37

0.00%

Cannon Advisors, Inc.

2.13K

Mar 31, 26

-1

0.00%

EVERPAR ADVISORS LLC

2.12K

Mar 31, 26

+137

0.00%

GM Advisory Group, Inc.

2.10K

Mar 31, 26

+2.10K

0.00%

Wealth Alliance Advisory Group, LLC

2.10K

Mar 31, 26

0.00%

Cypress Wealth Services, LLC

2.10K

Mar 31, 26

-507

0.00%

Steigerwald, Gordon & Koch Inc.

2.09K

Mar 31, 26

0.00%

Merrion Investment Management Co, LLC

2.08K

Mar 31, 26

0.00%

Elk River Wealth Management, LLC

2.06K

Mar 31, 26

0.00%

Keudell/Morrison Wealth Management

2.06K

Mar 31, 26

+50

0.00%

Vanguard Capital Wealth Advisors

2.05K

Mar 31, 26

-100

0.00%

Hudson Capital Management LLC

2.04K

Mar 31, 26

0.00%

BIP Wealth, LLC

2.01K

Mar 31, 26

-166

0.00%

First County Bank /CT/

2.01K

Mar 31, 26

+552

0.00%

SANDERS MORRIS HARRIS LLC

2.00K

Mar 31, 26

+2.00K

0.00%

Stanley-Laman Group, Ltd.

2.00K

Mar 31, 26

0.00%

Interchange Capital Partners, LLC

2.00K

Mar 31, 26

-1.96K

0.00%

Verity Asset Management, Inc.

1.99K

Mar 31, 26

-21

0.00%

Pacifica Partners Inc.

1.98K

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

1.96K

Mar 31, 26

-232

0.00%

Barry Investment Advisors, LLC

1.96K

Mar 31, 26

+22

0.00%

Hilltop National Bank

1.96K

Mar 31, 26

+1.56K

0.00%

SPINNAKER TRUST

1.96K

Mar 31, 26

0.00%

Hummer Financial Advisory Services Inc

1.93K

Mar 31, 26

0.00%

Mirador Capital Partners LP

1.87K

Mar 31, 26

+1.87K

0.00%

ORG Wealth Partners, LLC

1.85K

Mar 31, 26

+33

0.00%

Capital Advantage, Inc.

1.85K

Mar 31, 26

0.00%

Narus Financial Partners, LLC

1.84K

Mar 31, 26

-350

0.00%

ROCKLAND TRUST CO

1.83K

Mar 31, 26

-101

0.00%

Redwood Wealth Management Group, LLC

1.81K

Mar 31, 26

0.00%

Fulcrum Equity Management

1.80K

Mar 31, 26

0.00%

PLIMOTH TRUST CO LLC

1.80K

Mar 31, 26

-45

0.00%

Triad Wealth Partners, LLC

1.79K

Mar 31, 26

+1.79K

0.00%

Soltis Investment Advisors LLC

1.79K

Mar 31, 26

+45

0.00%

Marietta Wealth Management, LLC

1.79K

Mar 31, 26

+33

0.00%

AMERICAN NATIONAL BANK

1.79K

Mar 31, 26

0.00%

PEOPLES FINANCIAL SERVICES CORP.

1.74K

Mar 31, 26

-19

0.00%

Hurlow Wealth Management Group, Inc.

1.74K

Mar 31, 26

0.00%

MOODY NATIONAL BANK TRUST DIVISION

1.73K

Mar 31, 26

-89

0.00%

Badgley Phelps Wealth Managers, LLC

1.71K

Mar 31, 26

+18

0.00%

HOWE & RUSLING INC

1.71K

Mar 31, 26

-191

0.00%

Argent Advisors, Inc.

1.71K

Mar 31, 26

-1.35K

0.00%

Capital Asset Advisory Services LLC

1.70K

Mar 31, 26

-358

0.00%

Ellsworth Advisors, LLC

1.70K

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

1.69K

Mar 31, 26

-11

0.00%

UNION SAVINGS BANK

1.69K

Mar 31, 26

-215

0.00%

FSM Wealth Advisors, LLC

1.69K

Mar 31, 26

-57

0.00%

BROWN, LISLE/CUMMINGS, INC.

1.69K

Mar 31, 26

+109

0.00%

Post Resch Tallon Group Inc.

1.68K

Mar 31, 26

-8

0.00%

AssuredPartners Investment Advisors, LLC

1.67K

Mar 31, 26

+1.67K

0.00%

SUMMIT WEALTH GROUP LLC / CO

1.67K

Mar 31, 26

+1.67K

0.00%

Benchmark Financial Wealth Advisors, LLC

1.67K

Mar 31, 26

+32

0.00%

COURIER CAPITAL LLC

1.65K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.65K

Mar 31, 26

0.00%

CAPITAL ADVISORS INC/OK

1.64K

Mar 31, 26

+1.64K

0.00%

Mattern Wealth Management LLC

1.60K

Mar 31, 26

-16

0.00%

CoreCap Advisors, LLC

1.60K

Mar 31, 26

+41

0.00%

Physician Wealth Advisors, Inc.

1.59K

Mar 31, 26

+25

0.00%

NIXON PEABODY TRUST CO

1.59K

Mar 31, 26

-315

0.00%

Quotient Wealth Partners, LLC

1.58K

Mar 31, 26

+1.58K

0.00%

Granite Group Advisors, LLC

1.58K

Mar 31, 26

+1.58K

0.00%

Arlington Partners LLC

1.58K

Mar 31, 26

+1.58K

0.00%

JBGlobal.com LLC

1.55K

Mar 31, 26

0.00%

RVW Wealth, LLC

1.54K

Mar 31, 26

-606

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

1.54K

Mar 31, 26

+1.54K

0.00%

Fragasso Group Inc.

1.54K

Mar 31, 26

+1.54K

0.00%

BCS Wealth Management

1.53K

Mar 31, 26

-1.53K

0.00%

Kelly Financial Services LLC

1.53K

Mar 31, 26

+30

0.00%

WealthSpring Partners, LLC

1.50K

Mar 31, 26

0.00%

Westmount Partners, LLC

1.50K

Mar 31, 26

+1.50K

0.00%

MFA Wealth Services

1.48K

Mar 31, 26

+28

0.00%

Pallas Capital Advisors LLC

1.48K

Mar 31, 26

-317

0.00%

Red Door Wealth Management, LLC

1.48K

Mar 31, 26

+1.48K

0.00%

Hardy Reed LLC

1.48K

Mar 31, 26

+1.48K

0.00%

FOUNDERS GROVE WEALTH PARTNERS, LLC

1.47K

Mar 31, 26

+1.47K

0.00%

Clarus Group, Inc.

1.46K

Mar 31, 26

0.00%

Chicago Capital, LLC

1.46K

Mar 31, 26

0.00%

Integris Wealth Management, LLC

1.46K

Mar 31, 26

0.00%

PFW Advisors LLC

1.46K

Mar 31, 26

0.00%

PROFESSIONAL ADVISORY SERVICES INC

1.45K

Mar 31, 26

0.00%

Consolidated Planning Corp

1.45K

Mar 31, 26

-5

0.00%

North Star Investment Management Corp.

1.45K

Mar 31, 26

+23

0.00%

HHM Wealth Advisors, LLC

1.45K

Mar 31, 26

0.00%

Piscataqua Savings Bank

1.43K

Mar 31, 26

0.00%

Ledyard National Bank

1.42K

Mar 31, 26

-111

0.00%

Cornell Pochily Investment Advisors, Inc.

1.40K

Mar 31, 26

+1.40K

0.00%

MONARCH CAPITAL MANAGEMENT INC/

1.40K

Mar 31, 26

+1.40K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

1.39K

Mar 31, 26

+1.39K

0.00%

Cooper Financial Group

1.38K

Mar 31, 26

+1.38K

0.00%

O'Keefe Stevens Advisory, Inc.

1.37K

Mar 31, 26

+1.37K

0.00%

MUIRFIELD WEALTH ADVISORS LLC

1.37K

Mar 31, 26

+1.37K

0.00%

LVW Advisors, LLC

1.36K

Mar 31, 26

+1.36K

0.00%

Charter Oak Capital Management, LLC

1.36K

Mar 31, 26

+1.36K

0.00%

Willis Johnson & Associates, Inc.

1.35K

Mar 31, 26

+1.35K

0.00%

GHP Investment Advisors, Inc.

1.34K

Mar 31, 26

+35

0.00%

Rosenberg Matthew Hamilton

1.34K

Mar 31, 26

0.00%

Warren Street Wealth Advisors, LLC

1.33K

Mar 31, 26

+1.33K

0.00%

KPP Advisory Services LLC

1.33K

Mar 31, 26

+1.33K

0.00%

Urban Wealth Management, LLC

1.33K

Mar 31, 26

+1.33K

0.00%

Everhart Financial Group, Inc.

1.32K

Mar 31, 26

+1.32K

0.00%

Private Wealth Partners, LLC

1.31K

Mar 31, 26

-500

0.00%

SBI Securities Co., Ltd.

1.18K

Mar 31, 26

-54

0.00%

Barnes Dennig Private Wealth Management LLC

1.09K

Mar 31, 26

0.00%

CGC Financial Services, LLC

872

Mar 31, 26

0.00%

City State Bank

856

Mar 31, 26

0.00%

TOMPKINS FINANCIAL CORP

831

Mar 31, 26

+271

0.00%

Root Financial Partners, LLC

817

Mar 31, 26

-99

0.00%

Washington Trust Advisors, Inc.

737

Mar 31, 26

-2

0.00%

Golden State Wealth Management, LLC

717

Mar 31, 26

0.00%

MeadowBrook Investment Advisors LLC

700

Mar 31, 26

0.00%

FNY Investment Advisers, LLC

700

Mar 31, 26

+700

0.00%

True Wealth Design, LLC

662

Mar 31, 26

+166

0.00%

Murphy & Mullick Capital Management Corp

650

Mar 31, 26

0.00%

Union Bancaire Privee, UBP SA

600

Mar 31, 26

0.00%

FIRST FINANCIAL CORP /IN/

599

Mar 31, 26

0.00%

Sound Income Strategies, LLC

574

Mar 31, 26

+45

0.00%

Financial Management Professionals, Inc.

548

Mar 31, 26

0.00%

Hickory Point Bank & Trust

516

Mar 31, 26

+516

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

503

Mar 31, 26

+59

0.00%

First PREMIER Bank

500

Mar 31, 26

0.00%

Provenance Wealth Advisors, LLC

500

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

482

Mar 31, 26

+328

0.00%

Trust Co

459

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

441

Mar 31, 26

0.00%

MASECO LLP

423

Mar 31, 26

-97

0.00%

Bogart Wealth, LLC

392

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

365

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

352

Mar 31, 26

-29

0.00%

COUNTRY TRUST BANK

342

Mar 31, 26

0.00%

Arlington Trust Co LLC

288

Mar 31, 26

+109

0.00%

ALBION FINANCIAL GROUP /UT

281

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

271

Mar 31, 26

-55

0.00%

HIGHLINE WEALTH PARTNERS LLC

263

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

263

Mar 31, 26

+50

0.00%

Retirement Wealth Solutions LLC

256

Mar 31, 26

-21

0.00%

Bank of New Hampshire

255

Mar 31, 26

0.00%

TSFG, LLC

233

Mar 31, 26

0.00%

United Community Bank

230

Mar 31, 26

-1.07K

0.00%

Pflug Koory, LLC

225

Mar 31, 26

0.00%

Nexus Investment Management ULC

220

Mar 31, 26

0.00%

ADIRONDACK TRUST CO

220

Mar 31, 26

0.00%

Red Tortoise LLC

207

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

200

Mar 31, 26

0.00%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

193

Mar 31, 26

0.00%

Park Place Capital Corp

187

Mar 31, 26

0.00%

Coston, McIsaac & Partners

186

Mar 31, 26

-20

0.00%

Quintet Private Bank (Europe) S.A.

181

Mar 31, 26

0.00%

FIRST UNITED BANK & TRUST

175

Mar 31, 26

0.00%

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

163

Mar 31, 26

-13

0.00%

TFC Financial Management, Inc.

162

Mar 31, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

162

Mar 31, 26

0.00%

Westfuller Advisors, LLC

156

Mar 31, 26

-1.47K

0.00%

OLD POINT TRUST & FINANCIAL SERVICES N A

149

Mar 31, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

148

Mar 31, 26

0.00%

Canton Hathaway, LLC

142

Mar 31, 26

+142

0.00%

CITY HOLDING CO

135

Mar 31, 26

-17

0.00%

Princeton Global Asset Management LLC

123

Mar 31, 26

0.00%

Mosley Wealth Management

120

Mar 31, 26

+120

0.00%

ARMSTRONG ADVISORY GROUP, INC

116

Mar 31, 26

0.00%

Asset Planning,Inc

107

Mar 31, 26

0.00%

Abound Wealth Management

103

Mar 31, 26

-14

0.00%

WEBSTER BANK, N. A.

100

Mar 31, 26

-125

0.00%

West Branch Capital LLC

100

Mar 31, 26

0.00%

Westend Capital Management, LLC

100

Mar 31, 26

0.00%

Midwest Capital Advisors, LLC

100

Mar 31, 26

+100

0.00%

FIRST COMMUNITY TRUST NA

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Mar 31, 26

+92

0.00%

New England Capital Financial Advisors LLC

Mar 31, 26

0.00%

E Fund Management (Hong Kong) Co., Ltd.

Mar 31, 26

+90

0.00%

Glass Jacobson Investment Advisors llc

Mar 31, 26

0.00%

Nemes Rush Group LLC

Mar 31, 26

0.00%

Ninety One UK Ltd

Mar 31, 26

+24

0.00%

Kohmann Bosshard Financial Services, LLC

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

Mar 31, 26

0.00%

Fortitude Family Office, LLC

Mar 31, 26

0.00%

Indiana Trust & Investment Management CO

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

Mar 31, 26

+30

0.00%

Quent Capital, LLC

Mar 31, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

Mar 31, 26

0.00%

Stone House Investment Management, LLC

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

Mar 31, 26

+24

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

Mar 31, 26

0.00%

Kozak & Associates, Inc.

Mar 31, 26

0.00%

NVWM, LLC

Mar 31, 26

0.00%

Hartford Financial Management Inc.

Mar 31, 26

0.00%

Marquette Asset Management, LLC

Mar 31, 26

0.00%

GoalVest Advisory LLC

Mar 31, 26

+14

0.00%

Granite FO LLC

Mar 31, 26

0.00%

Gold Investment Management Ltd.

Mar 31, 26

0.00%

Private Wealth Management Group, LLC

Mar 31, 26

+10

0.00%

MBM Wealth Consultants, LLC

Mar 31, 26

0.00%

MQS Management LLC

Mar 31, 26

-2.17K

Forum Financial Management, LP

Mar 31, 26

-25.36K

Boston Trust Walden Corp

Mar 31, 26

-2.10K

ZRC WEALTH MANAGEMENT, LLC

Mar 31, 26

-350

Garrett Wealth Advisory Group, LLC

Mar 31, 26

-1.49K

Luminist Capital LLC

Mar 31, 26

-13

TCI Wealth Advisors, Inc.

Mar 31, 26

-1.50K

Oregon Pacific Wealth Management, LLC

Mar 31, 26

-1.72K

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Mar 31, 26

-5

Belpointe Asset Management LLC

Mar 31, 26

-8.06K

Compagnie Lombard Odier SCmA

Mar 31, 26

-612

Fortis Capital Advisors, LLC

Mar 31, 26

-8.06K

Fiduciary Alliance LLC

Mar 31, 26

-1.56K

DODGE & COX

9.01M

Dec 31, 25

-1.57M

0.47%

MORGAN STANLEY

8.88M

Dec 31, 25

+1.15M

0.47%

DIMENSIONAL FUND ADVISORS LP

8.52M

Dec 31, 25

-316.29K

0.45%

PRIMECAP MANAGEMENT CO/CA/

7.58M

Dec 31, 25

-1.76M

0.40%

Fisher Asset Management, LLC

7.47M

Dec 31, 25

+226.48K

0.39%

LOOMIS SAYLES & CO L P

5.53M

Dec 31, 25

-130.70K

0.29%

BANK OF AMERICA CORP /DE/

4.55M

Dec 31, 25

-56.86K

0.24%

FRANKLIN RESOURCES INC

4.48M

Dec 31, 25

+419.99K

0.23%

GQG Partners LLC

3.16M

Dec 31, 25

+895.25K

0.17%

BlackRock, Inc.

2.81M

Dec 31, 25

+277.88K

0.15%

GOLDMAN SACHS GROUP INC

2.75M

Dec 31, 25

-204.20K

0.14%

NORTHERN TRUST CORP

2.35M

Dec 31, 25

-20.21K

0.12%

JANUS HENDERSON GROUP PLC

2.23M

Dec 31, 25

+165.69K

0.12%

Cullen Capital Management, LLC

2.08M

Dec 31, 25

+10.42K

0.11%

RAYMOND JAMES FINANCIAL INC

1.85M

Dec 31, 25

+197.43K

0.10%

WELLS FARGO & COMPANY/MN

1.84M

Dec 31, 25

+12.20K

0.10%

PRINCIPAL FINANCIAL GROUP INC

1.81M

Dec 31, 25

-279.38K

0.09%

ENVESTNET ASSET MANAGEMENT INC

1.78M

Dec 31, 25

-37.06K

0.09%

FMR LLC

1.66M

Dec 31, 25

+62.56K

0.09%

STATE STREET CORP

1.45M

Dec 31, 25

-50.31K

0.08%

UBS Group AG

1.36M

Dec 31, 25

-240.86K

0.07%

RENAISSANCE TECHNOLOGIES LLC

1.34M

Dec 31, 25

-534.80K

0.07%

Chevy Chase Trust Holdings, LLC

1.06M

Dec 31, 25

-74.88K

0.06%

BANK OF MONTREAL /CAN/

984.60K

Dec 31, 25

-60.59K

0.05%

VAN ECK ASSOCIATES CORP

960.66K

Dec 31, 25

+516.00K

0.05%

EARNEST PARTNERS LLC

921.40K

Dec 31, 25

+81.37K

0.05%

NATIXIS ADVISORS, L.P.

838.38K

Dec 31, 25

-61.64K

0.04%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

787.98K

Dec 31, 25

+787.98K

0.04%

MARSHALL WACE, LLP

693.36K

Dec 31, 25

-475.40K

0.04%

Connor, Clark & Lunn Investment Management Ltd.

651.14K

Dec 31, 25

+609.02K

0.03%

AMERICAN CENTURY COMPANIES INC

618.27K

Dec 31, 25

+57.20K

0.03%

LPL Financial LLC

607.75K

Dec 31, 25

+56.21K

0.03%

HARDING LOEVNER LP

603.39K

Dec 31, 25

-26.57K

0.03%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

601.91K

Dec 31, 25

-4.87K

0.03%

JPMORGAN CHASE & CO

592.65K

Dec 31, 25

+55.11K

0.03%

ROYAL BANK OF CANADA

577.92K

Dec 31, 25

+26.00K

0.03%

AMERIPRISE FINANCIAL INC

569.72K

Dec 31, 25

-14.93K

0.03%

BRISTOL JOHN W & CO INC /NY/

569.72K

Dec 31, 25

-12.01K

0.03%

SEI INVESTMENTS CO

565.01K

Dec 31, 25

+44.92K

0.03%

CIBC WORLD MARKET INC.

528.56K

Dec 31, 25

+374.02K

0.03%

CIBC Private Wealth Group, LLC

517.03K

Dec 31, 25

+21.24K

0.03%

NewEdge Wealth, LLC

505.34K

Dec 31, 25

+18.88K

0.03%

Harvest Portfolios Group Inc.

492.01K

Dec 31, 25

+6.68K

0.03%

CI Private Wealth, LLC

479.90K

Dec 31, 25

+21.36K

0.03%

Clark Capital Management Group, Inc.

445.69K

Dec 31, 25

-255.17K

0.02%

Creative Planning

438.96K

Dec 31, 25

+15.14K

0.02%

TODD ASSET MANAGEMENT LLC

434.25K

Dec 31, 25

-5.63K

0.02%

ASSETMARK, INC

406.23K

Dec 31, 25

+48.08K

0.02%

TCTC Holdings, LLC

394.09K

Dec 31, 25

+2.65K

0.02%

FIRST TRUST ADVISORS LP

371.76K

Dec 31, 25

-83.24K

0.02%

LORD, ABBETT & CO. LLC

366.16K

Dec 31, 25

+366.16K

0.02%

Mirae Asset Global Investments Co., Ltd.

342.54K

Dec 31, 25

-56.62K

0.02%

Bank of New York Mellon Corp

318.13K

Dec 31, 25

+5.76K

0.02%

Saturna Capital CORP

312.66K

Dec 31, 25

-2.64K

0.02%

Quantinno Capital Management LP

301.19K

Dec 31, 25

+48.55K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

300.08K

Dec 31, 25

+14.27K

0.02%

Grantham, Mayo, Van Otterloo & Co. LLC

299.18K

Dec 31, 25

-31.86K

0.02%

Cerity Partners LLC

294.77K

Dec 31, 25

-37.91K

0.02%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

290.48K

Dec 31, 25

+29.65K

0.02%

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

274.95K

Dec 31, 25

0.01%

STIFEL FINANCIAL CORP

272.38K

Dec 31, 25

+15.63K

0.01%

COOKSON PEIRCE & CO INC

268.94K

Dec 31, 25

-3.23K

0.01%

US BANCORP \DE\

267.27K

Dec 31, 25

+13.01K

0.01%

BRANDES INVESTMENT PARTNERS, LP

262.80K

Dec 31, 25

+14.92K

0.01%

OLD MISSION CAPITAL LLC

254.99K

Dec 31, 25

+254.99K

0.01%

HighTower Advisors, LLC

251.38K

Dec 31, 25

-1.83K

0.01%

Integral Health Asset Management, LLC

250.00K

Dec 31, 25

+50.00K

0.01%

Midwest Trust Co

249.74K

Dec 31, 25

-2.61K

0.01%

MML INVESTORS SERVICES, LLC

242.77K

Dec 31, 25

+25.80K

0.01%

Mariner, LLC

236.48K

Dec 31, 25

+1.59K

0.01%

Toroso Investments, LLC

226.26K

Dec 31, 25

-75.18K

0.01%

Promethos Capital, LLC

224.80K

Dec 31, 25

+17.62K

0.01%

FIRST FINANCIAL BANKSHARES INC

224.78K

Dec 31, 25

+2.55K

0.01%

D.A. DAVIDSON & CO.

219.71K

Dec 31, 25

-4.83K

0.01%

Martin Investment Management, LLC

211.50K

Dec 31, 25

-6.24K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

210.20K

Dec 31, 25

-2.58K

0.01%

Colony Group, LLC

208.56K

Dec 31, 25

+152.62K

0.01%

MANAGED ASSET PORTFOLIOS, LLC

198.64K

Dec 31, 25

-66

0.01%

JONES FINANCIAL COMPANIES LLLP

196.28K

Dec 31, 25

+10.71K

0.01%

BROWN ADVISORY INC

188.41K

Dec 31, 25

-547

0.01%

AQR CAPITAL MANAGEMENT LLC

186.60K

Dec 31, 25

+50.64K

0.01%

NEW YORK STATE COMMON RETIREMENT FUND

185.37K

Dec 31, 25

+79.07K

0.01%

Cetera Investment Advisers

178.95K

Dec 31, 25

-878

0.01%

ABC ARBITRAGE SA

176.75K

Dec 31, 25

+176.75K

0.01%

Invesco Ltd.

175.68K

Dec 31, 25

-3.36K

0.01%

Foresight Global Investors, Inc.

172.08K

Dec 31, 25

+400

0.01%

ADVISOR GROUP HOLDINGS, INC.

166.72K

Dec 31, 25

-65.18K

0.01%

Capital Wealth Planning, LLC

163.54K

Dec 31, 25

+44.64K

0.01%

CAPTRUST FINANCIAL ADVISORS

161.25K

Dec 31, 25

+7.10K

0.01%

HRT FINANCIAL LP

157.66K

Dec 31, 25

+18.80K

0.01%

OAK ASSOCIATES LTD /OH/

157.00K

Dec 31, 25

+1.14K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

156.16K

Dec 31, 25

+19.79K

0.01%

GRANDFIELD & DODD, LLC

155.35K

Dec 31, 25

-7.47K

0.01%

M&T BANK CORP

153.58K

Dec 31, 25

+1.12K

0.01%

Optiver Holding B.V.

151.59K

Dec 31, 25

-8.50K

0.01%

Parkwood LLC

147.26K

Dec 31, 25

+14.29K

0.01%

ProVise Management Group, LLC

144.48K

Dec 31, 25

+4.11K

0.01%

First Fiduciary Investment Counsel, Inc.

135.45K

Dec 31, 25

-1.02K

0.01%

Coleford Investment Management Ltd.

133.68K

Dec 31, 25

-2.38K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

133.27K

Dec 31, 25

+16.55K

0.01%

INGALLS & SNYDER LLC

132.83K

Dec 31, 25

+969

0.01%

Vanguard Personalized Indexing Management, LLC

130.40K

Dec 31, 25

-2.14K

0.01%

GW HENSSLER & ASSOCIATES LTD

129.06K

Dec 31, 25

-4.41K

0.01%

Fiera Capital Corp

124.37K

Dec 31, 25

+30.43K

0.01%

Neuberger Berman Group LLC

120.03K

Dec 31, 25

-1.71K

0.01%

Pathstone Holdings, LLC

118.79K

Dec 31, 25

+11.71K

0.01%

Qube Research & Technologies Ltd

118.63K

Dec 31, 25

-70.84K

0.01%

WILKINS INVESTMENT COUNSEL INC

116.41K

Dec 31, 25

-17.57K

0.01%

TOCQUEVILLE ASSET MANAGEMENT L.P.

114.83K

Dec 31, 25

-1.07K

0.01%

Hudson Bay Capital Management LP

114.35K

Dec 31, 25

+114.35K

0.01%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

113.74K

Dec 31, 25

+14.35K

0.01%

Boston Common Asset Management, LLC

113.27K

Dec 31, 25

-10.97K

0.01%

Edgemoor Investment Advisors, Inc.

108.33K

Dec 31, 25

-710

0.01%

Rockefeller Capital Management L.P.

108.20K

Dec 31, 25

+5.53K

0.01%

Cresset Asset Management, LLC

106.83K

Dec 31, 25

-1.54K

0.01%

Allspring Global Investments Holdings, LLC

106.04K

Dec 31, 25

+339

0.01%

Callan Family Office, LLC

104.85K

Dec 31, 25

+16.87K

0.01%

ADAGE CAPITAL PARTNERS GP, L.L.C.

100.19K

Dec 31, 25

-110.00K

0.01%

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

97.52K

Dec 31, 25

+87.82K

0.01%

Russell Investments Group, Ltd.

97.26K

Dec 31, 25

+24.66K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

95.56K

Dec 31, 25

+89.20K

0.01%

Vestmark Advisory Solutions, Inc.

94.28K

Dec 31, 25

+84.94K

0.00%

American Assets Investment Management, LLC

93.61K

Dec 31, 25

0.00%

Allworth Financial LP

93.03K

Dec 31, 25

-2.57K

0.00%

Sanctuary Advisors, LLC

91.56K

Dec 31, 25

-161

0.00%

Aquatic Capital Management LLC

90.97K

Dec 31, 25

+65.07K

0.00%

OSTERWEIS CAPITAL MANAGEMENT INC

87.68K

Dec 31, 25

-994

0.00%

BAHL & GAYNOR INC

86.16K

Dec 31, 25

-1.27K

0.00%

MANNING & NAPIER ADVISORS LLC

85.85K

Dec 31, 25

-2.63K

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

85.04K

Dec 31, 25

+4.08K

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

84.50K

Dec 31, 25

-208

0.00%

CWM, LLC

83.07K

Dec 31, 25

-6.40K

0.00%

INVESTMENT HOUSE LLC

81.85K

Dec 31, 25

-169

0.00%

BLAIR WILLIAM & CO/IL

81.28K

Dec 31, 25

+15.55K

0.00%

ZEVIN ASSET MANAGEMENT LLC

80.98K

Dec 31, 25

-6.22K

0.00%

NewEdge Advisors, LLC

75.54K

Dec 31, 25

+2.90K

0.00%

GABELLI FUNDS LLC

75.50K

Dec 31, 25

-1.40K

0.00%

BNP PARIBAS ARBITRAGE, SNC

75.36K

Dec 31, 25

-108.89K

0.00%

Altrius Capital Management Inc

74.92K

Dec 31, 25

+494

0.00%

Tweedy, Browne Co LLC

74.91K

Dec 31, 25

-1.15K

0.00%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

73.55K

Dec 31, 25

-2.05K

0.00%

CITIGROUP INC

71.33K

Dec 31, 25

-159.95K

0.00%

TOWER BRIDGE ADVISORS

70.90K

Dec 31, 25

-2.44K

0.00%

CAMDEN NATIONAL BANK

70.87K

Dec 31, 25

+247

0.00%

Mengis Capital Management, Inc.

70.75K

Dec 31, 25

+6.75K

0.00%

DV EQUITIES, LLC

69.94K

Dec 31, 25

+69.94K

0.00%

LAIRD NORTON TRUST COMPANY, LLC

69.11K

Dec 31, 25

+69.11K

0.00%

Baird Financial Group, Inc.

68.39K

Dec 31, 25

-1.11K

0.00%

Beacon Pointe Advisors, LLC

66.58K

Dec 31, 25

+2.80K

0.00%

RMB Capital Management, LLC

66.31K

Dec 31, 25

+23.46K

0.00%

Skopos Labs, Inc.

64.95K

Dec 31, 25

+43.42K

0.00%

Geneos Wealth Management Inc.

64.84K

Dec 31, 25

+81

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

63.11K

Dec 31, 25

-1.39K

0.00%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

61.42K

Dec 31, 25

-28.42K

0.00%

WELCH & FORBES LLC

61.09K

Dec 31, 25

-58

0.00%

Empowered Funds, LLC

60.52K

Dec 31, 25

-6.85K

0.00%

QUADRANT CAPITAL GROUP LLC

59.86K

Dec 31, 25

+166

0.00%

1832 Asset Management L.P.

59.34K

Dec 31, 25

+52.14K

0.00%

LOGAN CAPITAL MANAGEMENT INC

58.36K

Dec 31, 25

+6.06K

0.00%

Atria Investments, Inc

58.27K

Dec 31, 25

-199

0.00%

FEDERATED HERMES, INC.

57.39K

Dec 31, 25

+5.97K

0.00%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

57.30K

Dec 31, 25

-27.90K

0.00%

HANTZ FINANCIAL SERVICES, INC.

56.47K

Dec 31, 25

+15.49K

0.00%

FIDUCIARY TRUST CO

55.62K

Dec 31, 25

-2.21K

0.00%

Advisors Capital Management, LLC

55.02K

Dec 31, 25

+2.28K

0.00%

Cambridge Investment Research Advisors, Inc.

54.47K

Dec 31, 25

-1.63K

0.00%

GLENMEDE TRUST CO NA

54.39K

Dec 31, 25

+54.39K

0.00%

IEQ CAPITAL, LLC

54.27K

Dec 31, 25

+16.40K

0.00%

Steward Partners Investment Advisory, LLC

54.26K

Dec 31, 25

+1.79K

0.00%

DEUTSCHE BANK AG\

52.77K

Dec 31, 25

-198

0.00%

FIRST NATIONAL BANK OF OMAHA

51.53K

Dec 31, 25

+51.53K

0.00%

VICTORY CAPITAL MANAGEMENT INC

51.03K

Dec 31, 25

-24.43K

0.00%

BROWN BROTHERS HARRIMAN & CO

50.76K

Dec 31, 25

+1.82K

0.00%

Glassy Mountain Advisors, Inc.

50.44K

Dec 31, 25

-63

0.00%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

49.63K

Dec 31, 25

-164

0.00%

PITTENGER & ANDERSON INC

49.02K

Dec 31, 25

0.00%

Bleakley Financial Group, LLC

48.94K

Dec 31, 25

-3.19K

0.00%

Financial Gravity Asset Management, Inc.

48.44K

Dec 31, 25

+2.96K

0.00%

Catalyst Capital Advisors LLC

47.64K

Dec 31, 25

-2.25K

0.00%

SCOTIA CAPITAL INC.

47.47K

Dec 31, 25

+416

0.00%

Kestra Advisory Services, LLC

47.36K

Dec 31, 25

-22.03K

0.00%

Boston Partners

47.30K

Dec 31, 25

-7.24K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

47.24K

Dec 31, 25

+19.16K

0.00%

SIMPLEX TRADING, LLC

46.82K

Dec 31, 25

+10

0.00%

Rathbones Group PLC

46.01K

Dec 31, 25

-243

0.00%

FIRST MANHATTAN CO. LLC.

45.91K

Dec 31, 25

+983

0.00%

TRUST CO OF VERMONT

45.74K

Dec 31, 25

0.00%

Quadrature Capital Ltd

45.07K

Dec 31, 25

+45.07K

0.00%

NATIONAL BANK OF CANADA /FI/

44.41K

Dec 31, 25

+5.04K

0.00%

Monte Financial Group, LLC

44.02K

Dec 31, 25

-2.56K

0.00%

Lido Advisors, LLC

43.74K

Dec 31, 25

+643

0.00%

Brinker Capital Investments, LLC

42.32K

Dec 31, 25

-467

0.00%

Euro Pacific Asset Management, LLC

42.23K

Dec 31, 25

-49.54K

0.00%

Sequoia Financial Advisors, LLC

41.63K

Dec 31, 25

-160

0.00%

HAMEL ASSOCIATES, INC.

40.59K

Dec 31, 25

0.00%

BESSEMER GROUP INC

40.41K

Dec 31, 25

+24.44K

0.00%

Argent Trust Co

40.33K

Dec 31, 25

+291

0.00%

CARRET ASSET MANAGEMENT, LLC

39.81K

Dec 31, 25

-445

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

38.95K

Dec 31, 25

-8.32K

0.00%

MAI Capital Management

38.19K

Dec 31, 25

+8.40K

0.00%

Caprock Group, LLC

37.75K

Dec 31, 25

+3.25K

0.00%

WCG Wealth Advisors LLC

37.70K

Dec 31, 25

+21.20K

0.00%

Vident Advisory, LLC

37.02K

Dec 31, 25

-452

0.00%

SPHERA FUNDS MANAGEMENT LTD.

37.00K

Dec 31, 25

0.00%

RHUMBLINE ADVISERS

36.14K

Dec 31, 25

-1.02K

0.00%

FACTORY MUTUAL INSURANCE CO

35.80K

Dec 31, 25

0.00%

Crossmark Global Holdings, Inc.

35.48K

Dec 31, 25

-1.59K

0.00%

Squarepoint Ops LLC

35.46K

Dec 31, 25

+26.62K

0.00%

Quartz Partners, LLC

35.38K

Dec 31, 25

+2.97K

0.00%

DEARBORN PARTNERS LLC

35.23K

Dec 31, 25

+65

0.00%

Arkadios Wealth Advisors

34.84K

Dec 31, 25

+3.19K

0.00%

AZZAD ASSET MANAGEMENT INC /ADV

34.59K

Dec 31, 25

+300

0.00%

PRINCIPAL SECURITIES, INC.

34.37K

Dec 31, 25

-1.40K

0.00%

CHOREO, LLC

33.22K

Dec 31, 25

-1.35K

0.00%

WealthTrust Axiom LLC

32.88K

Dec 31, 25

-274

0.00%

DAYMARK WEALTH PARTNERS, LLC

32.72K

Dec 31, 25

-337

0.00%

TD ASSET MANAGEMENT INC

32.44K

Dec 31, 25

+7.62K

0.00%

MGO ONE SEVEN LLC

32.25K

Dec 31, 25

+5.94K

0.00%

Providence Capital Advisors, LLC

32.08K

Dec 31, 25

+1.11K

0.00%

Advisory Services Network, LLC

31.89K

Dec 31, 25

+41

0.00%

GREAT LAKES ADVISORS, LLC

31.16K

Dec 31, 25

+627

0.00%

Choate Investment Advisors

31.15K

Dec 31, 25

+8.91K

0.00%

FIFTH THIRD BANCORP

30.99K

Dec 31, 25

-1.57K

0.00%

Pekin Hardy Strauss, Inc.

30.71K

Dec 31, 25

-1.85K

0.00%

Csenge Advisory Group

30.26K

Dec 31, 25

+1.02K

0.00%

FRED ALGER MANAGEMENT, LLC

30.16K

Dec 31, 25

-15.43K

0.00%

TWO SIGMA INVESTMENTS, LP

29.93K

Dec 31, 25

-1.80K

0.00%

Global Retirement Partners, LLC

29.73K

Dec 31, 25

+18.03K

0.00%

Moors & Cabot, Inc.

29.61K

Dec 31, 25

+320

0.00%

PRENTISS SMITH & CO INC

29.15K

Dec 31, 25

-110

0.00%

Tower Research Capital LLC (TRC)

29.14K

Dec 31, 25

+27.85K

0.00%

TD Waterhouse Canada Inc.

29.02K

Dec 31, 25

+706

0.00%

Haverford Trust Co

28.38K

Dec 31, 25

-492

0.00%

Penobscot Investment Management Company, Inc.

28.32K

Dec 31, 25

-1

0.00%

FAYEZ SAROFIM & CO

28.25K

Dec 31, 25

+300

0.00%

Atlantic Union Bankshares Corp

28.24K

Dec 31, 25

-870

0.00%

WOODMONT INVESTMENT COUNSEL LLC

27.84K

Dec 31, 25

-366

0.00%

EagleClaw Capital Managment, LLC

27.68K

Dec 31, 25

-400

0.00%

VOYA INVESTMENT MANAGEMENT LLC

27.49K

Dec 31, 25

-5.79K

0.00%

Atomi Financial Group, Inc.

27.03K

Dec 31, 25

+3.69K

0.00%

Ballentine Partners, LLC

26.98K

Dec 31, 25

+862

0.00%

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC

26.89K

Dec 31, 25

-110

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

26.84K

Dec 31, 25

-52

0.00%

SIH Partners, LLLP

26.58K

Dec 31, 25

0.00%

CIBC Asset Management Inc

26.26K

Dec 31, 25

+275

0.00%

Americana Partners, LLC

24.96K

Dec 31, 25

-1.32K

0.00%

DIAMOND HILL CAPITAL MANAGEMENT INC

24.82K

Dec 31, 25

-3.00K

0.00%

Arjuna Capital

24.70K

Dec 31, 25

-146

0.00%

Campbell & CO Investment Adviser LLC

24.62K

Dec 31, 25

+24.62K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

24.28K

Dec 31, 25

+62

0.00%

CAPITAL INSIGHT PARTNERS, LLC

23.98K

Dec 31, 25

-4.36K

0.00%

CLOVERFIELDS CAPITAL GROUP, LP

23.73K

Dec 31, 25

+5.12K

0.00%

PATTEN & PATTEN INC/TN

23.69K

Dec 31, 25

-233

0.00%

SageView Advisory Group, LLC

23.34K

Dec 31, 25

-1.12K

0.00%

AMG National Trust Bank

22.89K

Dec 31, 25

+134

0.00%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

22.75K

Dec 31, 25

-464

0.00%

FCA CORP /TX

22.61K

Dec 31, 25

-1.82K

0.00%

COMMERCE BANK

22.60K

Dec 31, 25

+461

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

22.16K

Dec 31, 25

+22.16K

0.00%

AlphaCore Capital LLC

21.84K

Dec 31, 25

-1.13K

0.00%

FAIRFIELD, BUSH & CO.

21.61K

Dec 31, 25

-1.24K

0.00%

Envestnet Portfolio Solutions, Inc.

21.44K

Dec 31, 25

+2.06K

0.00%

Advisors Asset Management, Inc.

20.78K

Dec 31, 25

+726

0.00%

Family Management Corp

20.34K

Dec 31, 25

+234

0.00%

BEACON FINANCIAL GROUP

20.25K

Dec 31, 25

-196

0.00%

Savant Capital, LLC

19.98K

Dec 31, 25

+3.68K

0.00%

Kathmere Capital Management, LLC

19.93K

Dec 31, 25

-939

0.00%

HUNTINGTON NATIONAL BANK

19.43K

Dec 31, 25

-2.70K

0.00%

EVERETT HARRIS & CO /CA/

19.36K

Dec 31, 25

0.00%

Clearstead Advisors, LLC

19.13K

Dec 31, 25

+112

0.00%

Optimist Retirement Group LLC

18.98K

Dec 31, 25

-340

0.00%

ACADIAN ASSET MANAGEMENT LLC

18.68K

Dec 31, 25

-9.85K

0.00%

Beutel, Goodman & Co Ltd.

18.66K

Dec 31, 25

+215

0.00%

MARIETTA INVESTMENT PARTNERS LLC

18.24K

Dec 31, 25

+488

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

18.22K

Dec 31, 25

+175

0.00%

Abbot Financial Management, Inc.

18.16K

Dec 31, 25

-50

0.00%

BRADLEY FOSTER & SARGENT INC/CT

18.09K

Dec 31, 25

-226

0.00%

Lester Murray Antman dba SimplyRich

17.77K

Dec 31, 25

0.00%

Checchi Capital Advisers, LLC

17.76K

Dec 31, 25

-119

0.00%

NICHOLS & PRATT ADVISERS LLP /MA

17.35K

Dec 31, 25

+110

0.00%

FSB PREMIER WEALTH MANAGEMENT, INC.

17.22K

Dec 31, 25

+1.12K

0.00%

Altman Advisors, Inc.

17.11K

Dec 31, 25

-24

0.00%

EP Wealth Advisors, LLC

16.98K

Dec 31, 25

+16.98K

0.00%

New Vernon Capital Holdings II LLC

16.91K

Dec 31, 25

0.00%

Prime Capital Investment Advisors, LLC

16.83K

Dec 31, 25

-508

0.00%

ROTHSCHILD INVESTMENT LLC

16.78K

Dec 31, 25

0.00%

XTX Topco Ltd

16.49K

Dec 31, 25

+10.86K

0.00%

Empire Financial Management Company, LLC

16.48K

Dec 31, 25

+146

0.00%

Leo Wealth, LLC

16.43K

Dec 31, 25

+3.15K

0.00%

REGIONS FINANCIAL CORP

16.38K

Dec 31, 25

-437

0.00%

Dorsey & Whitney Trust CO LLC

16.34K

Dec 31, 25

+1.15K

0.00%

HEADINVEST, LLC

16.33K

Dec 31, 25

-184

0.00%

Smartleaf Asset Management LLC

16.32K

Dec 31, 25

+1.99K

0.00%

Quadcap Wealth Management, LLC

16.25K

Dec 31, 25

-129

0.00%

WealthPlan Investment Management, LLC

16.23K

Dec 31, 25

+6.84K

0.00%

Aptus Capital Advisors, LLC

15.94K

Dec 31, 25

+646

0.00%

WELLINGTON MANAGEMENT GROUP LLP

15.83K

Dec 31, 25

-1.39M

0.00%

Ascent Wealth Partners, LLC

15.66K

Dec 31, 25

+19

0.00%

Waverly Advisors, LLC

15.65K

Dec 31, 25

+1.64K

0.00%

May Hill Capital, LLC

15.23K

Dec 31, 25

+7.72K

0.00%

MOSAIC FINANCIAL GROUP, LLC

14.99K

Dec 31, 25

0.00%

JOHNSON INVESTMENT COUNSEL INC

14.97K

Dec 31, 25

0.00%

Strategic Global Advisors, LLC

14.87K

Dec 31, 25

+1.69K

0.00%

BAILARD, INC.

14.43K

Dec 31, 25

+2.31K

0.00%

ADVISORS MANAGEMENT GROUP INC /ADV

14.32K

Dec 31, 25

-1.83K

0.00%

LOWE BROCKENBROUGH & CO INC

14.12K

Dec 31, 25

-231

0.00%

Voya Financial Advisors, Inc.

14.08K

Dec 31, 25

-41

0.00%

Sepio Capital, LP

14.03K

Dec 31, 25

+476

0.00%

MARCO INVESTMENT MANAGEMENT LLC

14.02K

Dec 31, 25

-100

0.00%

KAHN BROTHERS GROUP INC

13.68K

Dec 31, 25

-648

0.00%

DENALI ADVISORS LLC

13.60K

Dec 31, 25

+39

0.00%

Sivia Capital Partners, LLC

13.60K

Dec 31, 25

+6.17K

0.00%

BRYN MAWR TRUST Co

13.52K

Dec 31, 25

-1.01K

0.00%

AIMZ Investment Advisors, LLC

13.33K

Dec 31, 25

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

13.32K

Dec 31, 25

-4.35K

0.00%

Solutions 4 Wealth, Ltd

13.21K

Dec 31, 25

0.00%

Ascent Group, LLC

13.12K

Dec 31, 25

-5

0.00%

SILVERCREST ASSET MANAGEMENT GROUP LLC

13.03K

Dec 31, 25

+1.49K

0.00%

CSM Advisors, LLC

12.85K

Dec 31, 25

+12.85K

0.00%

ROBERTS GLORE & CO INC /IL/

12.77K

Dec 31, 25

-370

0.00%

West Family Investments, Inc.

12.72K

Dec 31, 25

-198

0.00%

Ativo Capital Management LLC

12.64K

Dec 31, 25

-801

0.00%

Arnhold LLC

12.64K

Dec 31, 25

0.00%

Parallel Advisors, LLC

12.62K

Dec 31, 25

+148

0.00%

Carnegie Capital Asset Management, LLC

12.43K

Dec 31, 25

+200

0.00%

Snowden Capital Advisors LLC

12.36K

Dec 31, 25

+137

0.00%

Dynasty Wealth Management, LLC

12.21K

Dec 31, 25

+579

0.00%

Sanibel Captiva Trust Company, Inc.

12.07K

Dec 31, 25

+992

0.00%

Hilltop Holdings Inc.

12.00K

Dec 31, 25

-335

0.00%

Glass Wealth Management Co LLC

11.69K

Dec 31, 25

-930

0.00%

GUGGENHEIM CAPITAL LLC

11.67K

Dec 31, 25

-566

0.00%

Savvy Advisors, Inc.

11.57K

Dec 31, 25

+1.50K

0.00%

Advisory Resource Group

11.46K

Dec 31, 25

+114

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

11.39K

Dec 31, 25

-403

0.00%

Creegan & Nassoura Financial Group, LLC

11.32K

Dec 31, 25

0.00%

ALLIANCEBERNSTEIN L.P.

11.31K

Dec 31, 25

-62.77K

0.00%

Greenwich Wealth Management LLC

11.31K

Dec 31, 25

0.00%

Frank, Rimerman Advisors LLC

11.27K

Dec 31, 25

+1.82K

0.00%

Bridgewater Advisors Inc.

11.12K

Dec 31, 25

+105

0.00%

Williams Jones Wealth Management, LLC.

11.11K

Dec 31, 25

+30

0.00%

MAVERICK CAPITAL LTD

11.07K

Dec 31, 25

+2.85K

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

11.02K

Dec 31, 25

-1.18K

0.00%

SOMERVILLE KURT F

10.98K

Dec 31, 25

-2.35K

0.00%

MISSION WEALTH MANAGEMENT, LP

10.92K

Dec 31, 25

-143

0.00%

INTRUST BANK NA

10.91K

Dec 31, 25

+351

0.00%

Valeo Financial Advisors, LLC

10.85K

Dec 31, 25

+899

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

10.77K

Dec 31, 25

-139

0.00%

AR ASSET MANAGEMENT INC

10.75K

Dec 31, 25

0.00%

Drexel Morgan & Co.

10.72K

Dec 31, 25

0.00%

Integrated Quantitative Investments LLC

10.60K

Dec 31, 25

-28

0.00%

MILLENNIUM MANAGEMENT LLC

10.58K

Dec 31, 25

+607

0.00%

GeoWealth Management, LLC

10.50K

Dec 31, 25

+146

0.00%

HighPoint Advisor Group LLC

10.50K

Dec 31, 25

+649

0.00%

Kovitz Investment Group Partners, LLC

10.47K

Dec 31, 25

-150.68K

0.00%

HOLDERNESS INVESTMENTS CO

10.46K

Dec 31, 25

-105

0.00%

SAGESPRING WEALTH PARTNERS, LLC

10.45K

Dec 31, 25

+246

0.00%

Ashton Thomas Private Wealth, LLC

10.45K

Dec 31, 25

+630

0.00%

Diameter Capital Partners LP

10.40K

Dec 31, 25

+10.40K

0.00%

Integrated Wealth Concepts LLC

10.21K

Dec 31, 25

-7.71K

0.00%

Foyston, Gordon, & Payne Inc

10.20K

Dec 31, 25

-384

0.00%

Adviser Investments LLC

10.15K

Dec 31, 25

+199

0.00%

Modern Wealth Management, LLC

10.04K

Dec 31, 25

+163

0.00%

BOSTON FAMILY OFFICE LLC

10.04K

Dec 31, 25

-2.60K

0.00%

Osprey Private Wealth LLC

10.00K

Dec 31, 25

+2.85K

0.00%

Ellevest, Inc.

9.92K

Dec 31, 25

-115

0.00%

Fort Sheridan Advisors LLC

9.90K

Dec 31, 25

+1.46K

0.00%

Pine Valley Investments Ltd Liability Co

9.86K

Dec 31, 25

-250

0.00%

FineMark National Bank & Trust

9.84K

Dec 31, 25

-1.20K

0.00%

Douglass Winthrop Advisors, LLC

9.84K

Dec 31, 25

+200

0.00%

Smart Money Group LLC

9.81K

Dec 31, 25

-152

0.00%

Venture Visionary Partners LLC

9.80K

Dec 31, 25

-747

0.00%

Nicholas Hoffman & Company, LLC.

9.70K

Dec 31, 25

+20

0.00%

Qtron Investments LLC

9.70K

Dec 31, 25

-1.87K

0.00%

AE Wealth Management LLC

9.64K

Dec 31, 25

+614

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

9.56K

Dec 31, 25

+1.63K

0.00%

FLOW TRADERS U.S. LLC

9.56K

Dec 31, 25

+9.56K

0.00%

CULLEN/FROST BANKERS, INC.

9.52K

Dec 31, 25

-96

0.00%

BECKER CAPITAL MANAGEMENT INC

9.44K

Dec 31, 25

-36

0.00%

Bryn Mawr Capital Management, LLC

9.43K

Dec 31, 25

+24

0.00%

SHELTON CAPITAL MANAGEMENT

9.35K

Dec 31, 25

-3.75K

0.00%

Mystic Asset Management, Inc.

9.27K

Dec 31, 25

-300

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

9.23K

Dec 31, 25

-436

0.00%

TUDOR INVESTMENT CORP ET AL

9.22K

Dec 31, 25

-25.78K

0.00%

LCNB CORP

9.21K

Dec 31, 25

-25

0.00%

KCM INVESTMENT ADVISORS LLC

9.16K

Dec 31, 25

-440

0.00%

1620 INVESTMENT ADVISORS, INC.

9.03K

Dec 31, 25

-30

0.00%

Beaton Management Co. Inc.

8.87K

Dec 31, 25

0.00%

Valmark Advisers, Inc.

8.80K

Dec 31, 25

+77

0.00%

Gladstone Institutional Advisory LLC

8.80K

Dec 31, 25

+1.27K

0.00%

Meridian Wealth Management, LLC

8.80K

Dec 31, 25

+109

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

8.77K

Dec 31, 25

-278

0.00%

Kensington Investment Counsel, LLC

8.75K

Dec 31, 25

0.00%

Clarius Group, LLC

8.65K

Dec 31, 25

0.00%

Belvedere Trading LLC

8.52K

Dec 31, 25

+8.15K

0.00%

SITTNER & NELSON, LLC

8.47K

Dec 31, 25

+49

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

8.44K

Dec 31, 25

-269

0.00%

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

8.38K

Dec 31, 25

-1.61K

0.00%

NORTHCAPE WEALTH MANAGEMENT, LLC

8.37K

Dec 31, 25

0.00%

Independence Bank of Kentucky

8.23K

Dec 31, 25

+78

0.00%

Guardian Partners Inc.

8.14K

Dec 31, 25

+6.00K

0.00%

Keel Point, LLC

8.08K

Dec 31, 25

0.00%

Belpointe Asset Management LLC

8.06K

Dec 31, 25

+1.83K

0.00%

Harel Insurance Investments & Financial Services Ltd.

8.04K

Dec 31, 25

+1.50K

0.00%

D. E. Shaw & Co., Inc.

8.00K

Dec 31, 25

+3.29K

0.00%

Kingsview Wealth Management, LLC

7.98K

Dec 31, 25

+336

0.00%

Minot DeBlois Advisors LLC

7.96K

Dec 31, 25

-398

0.00%

Keystone Financial Services

7.91K

Dec 31, 25

-143

0.00%

CHILTON CAPITAL MANAGEMENT LLC

7.89K

Dec 31, 25

-731

0.00%

Jacobi Capital Management LLC

7.86K

Dec 31, 25

-24

0.00%

Independent Advisor Alliance

7.85K

Dec 31, 25

+2.46K

0.00%

Resources Investment Advisors, LLC.

7.84K

Dec 31, 25

+760

0.00%

Avidian Wealth Solutions, LLC

7.81K

Dec 31, 25

-115

0.00%

MONTAG A & ASSOCIATES INC

7.65K

Dec 31, 25

-4

0.00%

Ruggaard & Associates LLC

7.63K

Dec 31, 25

+236

0.00%

Portside Wealth Group, LLC

7.61K

Dec 31, 25

+1.48K

0.00%

CASTLEKEEP INVESTMENT ADVISORS LLC

7.57K

Dec 31, 25

-349

0.00%

Covenant Partners, LLC

7.54K

Dec 31, 25

0.00%

Verition Fund Management LLC

7.51K

Dec 31, 25

+7.51K

0.00%

Beverly Hills Private Wealth, LLC

7.46K

Dec 31, 25

-680

0.00%

HARBOUR INVESTMENTS, INC.

7.40K

Dec 31, 25

+1.48K

0.00%

Applied Finance Capital Management, LLC

7.35K

Dec 31, 25

-211

0.00%

Aprio Wealth Management, LLC

7.30K

Dec 31, 25

+2.51K

0.00%

ASSOCIATED BANC-CORP

7.29K

Dec 31, 25

-70

0.00%

SRS Capital Advisors, Inc.

7.21K

Dec 31, 25

-716

0.00%

RATIONAL ADVISORS LLC

7.19K

Dec 31, 25

+3.08K

0.00%

LAZARD ASSET MANAGEMENT LLC

7.17K

Dec 31, 25

+2.44K

0.00%

SouthState Corp

7.02K

Dec 31, 25

-219

0.00%

LEE DANNER & BASS INC

6.96K

Dec 31, 25

0.00%

Kimelman & Baird, LLC

6.85K

Dec 31, 25

0.00%

CYPRESS ASSET MANAGEMENT INC/TX

6.83K

Dec 31, 25

-40

0.00%

HUTNER CAPITAL MANAGEMENT INC

6.83K

Dec 31, 25

+399

0.00%

Farringdon Capital, Ltd.

6.79K

Dec 31, 25

+6.79K

0.00%

StrongBox Wealth, LLC

6.79K

Dec 31, 25

+850

0.00%

Anchor Investment Management, LLC

6.73K

Dec 31, 25

0.00%

UMB Bank, n.a.

6.67K

Dec 31, 25

+1.01K

0.00%

Financial Engines Advisors L.L.C.

6.67K

Dec 31, 25

-18

0.00%

FIRST HORIZON CORP

6.66K

Dec 31, 25

0.00%

Texas Bank & Trust Co

6.58K

Dec 31, 25

-20

0.00%

Southeast Asset Advisors Inc.

6.49K

Dec 31, 25

0.00%

Buckingham Strategic Partners

6.42K

Dec 31, 25

-479

0.00%

Gallacher Capital Management LLC

6.38K

Dec 31, 25

0.00%

CENTAURUS FINANCIAL, INC.

6.32K

Dec 31, 25

-901

0.00%

Mraz, Amerine & Associates, Inc.

6.30K

Dec 31, 25

0.00%

PRIVATE TRUST CO NA

6.29K

Dec 31, 25

+206

0.00%

Wealthspire Advisors, LLC

6.26K

Dec 31, 25

+2.72K

0.00%

NORTH STAR ASSET MANAGEMENT INC

6.22K

Dec 31, 25

+169

0.00%

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

6.20K

Dec 31, 25

+6.20K

0.00%

SCHULHOFF & CO INC

6.05K

Dec 31, 25

-7

0.00%

SEEDS INVESTOR LLC

5.97K

Dec 31, 25

+423

0.00%

Cypress Capital Group

5.97K

Dec 31, 25

+210

0.00%

Bradyco, Inc.

5.84K

Dec 31, 25

0.00%

PRICE T ROWE ASSOCIATES INC /MD/

5.82K

Dec 31, 25

-425

0.00%

Rehmann Capital Advisory Group

5.78K

Dec 31, 25

+167

0.00%

Principal Street Partners, LLC

5.73K

Dec 31, 25

-593

0.00%

Arvest Bank Trust Division

5.72K

Dec 31, 25

-235

0.00%

CFO4Life Group, LLC

5.71K

Dec 31, 25

+12

0.00%

Banco de Sabadell, S.A

5.67K

Dec 31, 25

-50

0.00%

New Republic Capital, LLC

5.63K

Dec 31, 25

+3.29K

0.00%

CVA Family Office, LLC

5.54K

Dec 31, 25

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

5.52K

Dec 31, 25

+600

0.00%

BALYASNY ASSET MANAGEMENT L.P.

5.40K

Dec 31, 25

-858.23K

0.00%

Modera Wealth Management, LLC

5.40K

Dec 31, 25

+141

0.00%

Mondrian Investment Partners LTD

5.39K

Dec 31, 25

-334

0.00%

Parkside Financial Bank & Trust

5.38K

Dec 31, 25

+796

0.00%

FIRST CITIZENS BANK & TRUST CO

5.37K

Dec 31, 25

+2.23K

0.00%

Circle Wealth Management, LLC

5.33K

Dec 31, 25

-90

0.00%

Ariadne Wealth Management, LP

5.32K

Dec 31, 25

-371

0.00%

Cordatus Wealth Management LLC

5.27K

Dec 31, 25

-216

0.00%

Forza Wealth Management, LLC

5.27K

Dec 31, 25

-75

0.00%

INSIGNEO ADVISORY SERVICES, LLC

5.23K

Dec 31, 25

+163

0.00%

Allianz Asset Management GmbH

5.20K

Dec 31, 25

+900

0.00%

CHILTON INVESTMENT CO INC.

5.15K

Dec 31, 25

0.00%

Simplicity Wealth,LLC

5.14K

Dec 31, 25

+145

0.00%

Spears Abacus Advisors LLC

5.11K

Dec 31, 25

+1.50K

0.00%

Sigma Planning Corp

5.10K

Dec 31, 25

-6.07K

0.00%

Freestone Capital Holdings, LLC

5.10K

Dec 31, 25

+1.83K

0.00%

O'Brien Greene & Co. Inc

5.08K

Dec 31, 25

0.00%

Nilsine Partners, LLC

5.07K

Dec 31, 25

+107

0.00%

Capital Analysts, LLC

5.06K

Dec 31, 25

0.00%

Regal Investment Advisors LLC

5.05K

Dec 31, 25

+5.05K

0.00%

Net Worth Advisory Group

5.04K

Dec 31, 25

-1.57K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

4.98K

Dec 31, 25

-1.18K

0.00%

BEDDOW CAPITAL MANAGEMENT INC

4.94K

Dec 31, 25

+490

0.00%

BENJAMIN EDWARDS INC

4.94K

Dec 31, 25

+46

0.00%

THORNBURG INVESTMENT MANAGEMENT INC

4.89K

Dec 31, 25

0.00%

Ameritas Advisory Services, LLC

4.88K

Dec 31, 25

+1.60K

0.00%

FIRST AMERICAN TRUST, FSB

4.86K

Dec 31, 25

0.00%

Cascade Financial Partners, LLC

4.83K

Dec 31, 25

-100

0.00%

Stokes Family Office, LLC

4.80K

Dec 31, 25

+4.80K

0.00%

Principle Wealth Partners LLC

4.80K

Dec 31, 25

-22

0.00%

Valley Brook Capital Group, Inc.

4.77K

Dec 31, 25

-192

0.00%

Cadence Bank

4.75K

Dec 31, 25

-362

0.00%

IHT Wealth Management, LLC

4.74K

Dec 31, 25

+245

0.00%

Rossmore Private Capital

4.73K

Dec 31, 25

+100

0.00%

NATURAL INVESTMENTS, LLC

4.70K

Dec 31, 25

+692

0.00%

CULLINAN ASSOCIATES INC

4.70K

Dec 31, 25

0.00%

Bedel Financial Consulting, Inc.

4.70K

Dec 31, 25

0.00%

Dakota Wealth Management

4.69K

Dec 31, 25

+214

0.00%

Icon Wealth Advisors, LLC

4.67K

Dec 31, 25

+222

0.00%

Calamos Wealth Management LLC

4.65K

Dec 31, 25

+24

0.00%

TCG Advisory Services, LLC

4.64K

Dec 31, 25

+875

0.00%

Resonant Capital Advisors, LLC

4.64K

Dec 31, 25

+54

0.00%

SYON CAPITAL LLC

4.63K

Dec 31, 25

+285

0.00%

Jefferies Financial Group Inc.

4.61K

Dec 31, 25

+4.61K

0.00%

RNC CAPITAL MANAGEMENT LLC

4.60K

Dec 31, 25

+162

0.00%

ALLEN WEALTH MANAGEMENT, LLC

4.57K

Dec 31, 25

+400

0.00%

Federation des caisses Desjardins du Quebec

4.55K

Dec 31, 25

-1.55K

0.00%

ATLAS CAPITAL ADVISORS LLC

4.53K

Dec 31, 25

+4.53K

0.00%

Summit Financial, LLC

4.51K

Dec 31, 25

-27

0.00%

Stablepoint Partners, LLC

4.49K

Dec 31, 25

-81

0.00%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

4.49K

Dec 31, 25

-2.33K

0.00%

Clear Harbor Asset Management, LLC

4.43K

Dec 31, 25

0.00%

Mill Capital Management, LLC

4.39K

Dec 31, 25

0.00%

Sage Mountain Advisors LLC

4.39K

Dec 31, 25

0.00%

MARINO, STRAM & ASSOCIATES LLC

4.38K

Dec 31, 25

-18

0.00%

Cartesian Growth Corp

4.38K

Dec 31, 25

0.00%

HBK Sorce Advisory LLC

4.36K

Dec 31, 25

+924

0.00%

Aureus Asset Management, LLC

4.31K

Dec 31, 25

+499

0.00%

Greenspring Advisors, LLC

4.30K

Dec 31, 25

+4.30K

0.00%

Pinnacle Wealth Planning Services, Inc.

4.30K

Dec 31, 25

-54

0.00%

Pinnacle West Asset Management, Inc.

4.27K

Dec 31, 25

-100

0.00%

Tranquilli Financial Advisor LLC

4.23K

Dec 31, 25

-70

0.00%

Foundations Investment Advisors, LLC

4.23K

Dec 31, 25

-1.21K

0.00%

Klingman & Associates, LLC

4.14K

Dec 31, 25

+149

0.00%

Mutual Advisors, LLC

4.14K

Dec 31, 25

+168

0.00%

D'Orazio & Associates, Inc.

4.13K

Dec 31, 25

+150

0.00%

Private Wealth Asset Management, LLC

4.13K

Dec 31, 25

0.00%

Cromwell Holdings LLC

4.12K

Dec 31, 25

0.00%

Texas Yale Capital Corp.

4.09K

Dec 31, 25

+580

0.00%

Argyle Capital Partners, LLC

4.06K

Dec 31, 25

0.00%

Crestwood Advisors Group LLC

3.98K

Dec 31, 25

+1.04K

0.00%

BURKE & HERBERT BANK & TRUST CO

3.94K

Dec 31, 25

+290

0.00%

Strategic Investment Advisors / MI

3.94K

Dec 31, 25

-81

0.00%

Hemenway Trust Co LLC

3.93K

Dec 31, 25

-180

0.00%

Twin Lakes Capital Management, LLC

3.90K

Dec 31, 25

0.00%

Summit Trail Advisors, LLC

3.89K

Dec 31, 25

-3.17K

0.00%

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

3.87K

Dec 31, 25

-2.29K

0.00%

EverSource Wealth Advisors, LLC

3.82K

Dec 31, 25

+622

0.00%

RiverFront Investment Group, LLC

3.82K

Dec 31, 25

+18

0.00%

Hollow Brook Wealth Management LLC

3.79K

Dec 31, 25

0.00%

EVOKE WEALTH, LLC

3.79K

Dec 31, 25

+1.00K

0.00%

ACORN CREEK CAPITAL LLC

3.73K

Dec 31, 25

+45

0.00%

Catalytic Wealth RIA, LLC

3.71K

Dec 31, 25

-1.24K

0.00%

Cohen Investment Advisors LLC

3.65K

Dec 31, 25

-58

0.00%

Institute for Wealth Management, LLC.

3.63K

Dec 31, 25

-67

0.00%

Diversify Advisory Services, LLC

3.60K

Dec 31, 25

-1.59K

0.00%

Arete Wealth Advisors, LLC

3.60K

Dec 31, 25

-13

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

3.59K

Dec 31, 25

-116

0.00%

Wealth Alliance

3.56K

Dec 31, 25

-61

0.00%

Haven Private, LLC

3.55K

Dec 31, 25

+150

0.00%

XPONANCE, INC.

3.55K

Dec 31, 25

+367

0.00%

Equitable Holdings, Inc.

3.50K

Dec 31, 25

-326

0.00%

Cherokee Insurance Co

3.50K

Dec 31, 25

0.00%

CreativeOne Wealth, LLC

3.50K

Dec 31, 25

+955

0.00%

Legacy Capital Group California, Inc.

3.49K

Dec 31, 25

+299

0.00%

Canopy Partners, LLC

3.48K

Dec 31, 25

+126

0.00%

Cetera Trust Company, N.A

3.45K

Dec 31, 25

-100

0.00%

CoreFirst Bank & Trust

3.45K

Dec 31, 25

-10

0.00%

Virtu Financial LLC

3.42K

Dec 31, 25

+3.42K

0.00%

Three Seasons Wealth, LLC

3.40K

Dec 31, 25

0.00%

Round Hill Asset Management

3.39K

Dec 31, 25

0.00%

Sovran Advisors, LLC

3.36K

Dec 31, 25

-70

0.00%

Sachetta, LLC

3.35K

Dec 31, 25

-18

0.00%

Alliance Wealth Advisors, LLC /UT

3.34K

Dec 31, 25

-987

0.00%

LaFleur & Godfrey LLC

3.34K

Dec 31, 25

0.00%

DF DENT & CO INC

3.33K

Dec 31, 25

-2.33K

0.00%

Range Financial Group LLC

3.31K

Dec 31, 25

+191

0.00%

KANAWHA CAPITAL MANAGEMENT LLC

3.29K

Dec 31, 25

-80

0.00%

Ritter Daniher Financial Advisory LLC / DE

3.27K

Dec 31, 25

0.00%

CHAPMAN FINANCIAL GROUP, LLC

3.25K

Dec 31, 25

-23

0.00%

Capital Investment Advisory Services, LLC

3.23K

Dec 31, 25

-36

0.00%

NWAM LLC

3.23K

Dec 31, 25

-177

0.00%

Perennial Investment Advisors, LLC

3.22K

Dec 31, 25

+172

0.00%

King Wealth

3.20K

Dec 31, 25

-58

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.20K

Dec 31, 25

+545

0.00%

BANK OF NOVA SCOTIA

3.19K

Dec 31, 25

+3.19K

0.00%

Gibbs Wealth Management

3.19K

Dec 31, 25

+10

0.00%

MCDANIEL TERRY & CO

3.17K

Dec 31, 25

-8

0.00%

Addison Advisors LLC

3.15K

Dec 31, 25

+125

0.00%

Pointe Capital Management LLC

3.14K

Dec 31, 25

-484

0.00%

Summit Financial Wealth Advisors, LLC

3.12K

Dec 31, 25

0.00%

Broderick Brian C

3.12K

Dec 31, 25

0.00%

SCS Capital Management LLC

3.11K

Dec 31, 25

+88

0.00%

PERSONAL CFO SOLUTIONS, LLC

3.11K

Dec 31, 25

+551

0.00%

Millstone Evans Group, LLC

3.10K

Dec 31, 25

0.00%

Lantern Wealth Advisors, LLC

3.10K

Dec 31, 25

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

3.08K

Dec 31, 25

+61

0.00%

FLC Capital Advisors

3.07K

Dec 31, 25

-220

0.00%

KLINGENSTEIN FIELDS & CO LP

3.05K

Dec 31, 25

0.00%

CAPE COD FIVE CENTS SAVINGS BANK

3.04K

Dec 31, 25

0.00%

Corient IA LLC

3.03K

Dec 31, 25

-1.97K

0.00%

PACES FERRY WEALTH ADVISORS, LLC

3.03K

Dec 31, 25

-56

0.00%

Blake Schutter Theil Wealth Advisors, LLC

3.01K

Dec 31, 25

0.00%

J HAGAN CAPITAL, INC.

3.01K

Dec 31, 25

0.00%

BEACON INVESTMENT ADVISORS LLC

3.00K

Dec 31, 25

0.00%

SYM FINANCIAL Corp

2.99K

Dec 31, 25

+149

0.00%

Carr Financial Group Corp

2.92K

Dec 31, 25

0.00%

Almanack Investment Partners, LLC.

2.92K

Dec 31, 25

-33

0.00%

Chicago Partners Investment Group LLC

2.90K

Dec 31, 25

+246

0.00%

Western Wealth Management, LLC

2.88K

Dec 31, 25

+867

0.00%

WULFF, HANSEN & CO.

2.87K

Dec 31, 25

-60

0.00%

one8zero8, LLC

2.85K

Dec 31, 25

0.00%

Sound View Wealth Advisors Group, LLC

2.83K

Dec 31, 25

-296

0.00%

Elyxium Wealth, LLC

2.80K

Dec 31, 25

+240

0.00%

BOWEN HANES & CO INC

2.80K

Dec 31, 25

+2.80K

0.00%

XY Capital Ltd

2.80K

Dec 31, 25

+2.80K

0.00%

Thomasville National Bank

2.78K

Dec 31, 25

-34

0.00%

LRI Investments, LLC

2.78K

Dec 31, 25

-116

0.00%

ESSEX INVESTMENT MANAGEMENT CO LLC

2.77K

Dec 31, 25

0.00%

Gotham Asset Management, LLC

2.75K

Dec 31, 25

+799

0.00%

Evergreen Wealth Solutions, LLC

2.75K

Dec 31, 25

+223

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

2.73K

Dec 31, 25

0.00%

Northstar Group, Inc.

2.73K

Dec 31, 25

0.00%

Rossby Financial, LCC

2.72K

Dec 31, 25

-3

0.00%

Roundview Capital LLC

2.71K

Dec 31, 25

+66

0.00%

PHILADELPHIA TRUST CO

2.70K

Dec 31, 25

0.00%

Summit Global Investments

2.68K

Dec 31, 25

+2.68K

0.00%

Berkshire Bank

2.67K

Dec 31, 25

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

2.65K

Dec 31, 25

+52

0.00%

ASPIRIANT, LLC

2.63K

Dec 31, 25

+728

0.00%

a16z Perennial Management, L.P.

2.62K

Dec 31, 25

0.00%

MONECO Advisors, LLC

2.61K

Dec 31, 25

0.00%

Meridian Wealth Advisors, LLC

2.60K

Dec 31, 25

0.00%

CNB Bank

2.58K

Dec 31, 25

-499

0.00%

StoneX Group Inc.

2.57K

Dec 31, 25

+342

0.00%

Great Diamond Partners, LLC

2.55K

Dec 31, 25

-79

0.00%

Legacy Advisors, LLC

2.52K

Dec 31, 25

+2.52K

0.00%

WIMMER ASSOCIATES 1, LLC

2.52K

Dec 31, 25

0.00%

Maia Wealth LLC

2.52K

Dec 31, 25

-116

0.00%

Laraway Financial Advisors Inc

2.47K

Dec 31, 25

0.00%

CFS Investment Advisory Services, LLC

2.46K

Dec 31, 25

0.00%

Convergence Financial, LLC

2.45K

Dec 31, 25

-372

0.00%

Hopwood Financial Services, Inc.

2.42K

Dec 31, 25

0.00%

IFG Advisory, LLC

2.41K

Dec 31, 25

+205

0.00%

44 WEALTH MANAGEMENT LLC

2.40K

Dec 31, 25

+2.40K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

2.39K

Dec 31, 25

+538

0.00%

Berkeley Capital Partners, LLC

2.38K

Dec 31, 25

+317

0.00%

Argyle Capital Management Inc.

2.38K

Dec 31, 25

0.00%

VAN STRUM & TOWNE INC.

2.37K

Dec 31, 25

0.00%

NorthRock Partners, LLC

2.35K

Dec 31, 25

+440

0.00%

Ethos Financial Group, LLC

2.35K

Dec 31, 25

-846

0.00%

BBR PARTNERS, LLC

2.34K

Dec 31, 25

0.00%

Shoker Investment Counsel, Inc.

2.33K

Dec 31, 25

0.00%

R Squared Ltd

2.33K

Dec 31, 25

-381

0.00%

ENTERPRISE FINANCIAL SERVICES CORP

2.32K

Dec 31, 25

-44

0.00%

Empower Advisory Group, LLC

2.31K

Dec 31, 25

+430

0.00%

VIAWEALTH, LLC

2.30K

Dec 31, 25

-395

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

2.30K

Dec 31, 25

0.00%

Financial Security Advisor, Inc.

2.26K

Dec 31, 25

0.00%

Ancora Advisors, LLC

2.26K

Dec 31, 25

+305

0.00%

Tyche Wealth Partners LLC

2.25K

Dec 31, 25

0.00%

HAZLETT, BURT & WATSON, INC.

2.25K

Dec 31, 25

+100

0.00%

Transamerica Financial Advisors, Inc.

2.25K

Dec 31, 25

-245

0.00%

Paradigm Capital Management, LLC/NV

2.24K

Dec 31, 25

-33

0.00%

Diversified Enterprises, LLC

2.24K

Dec 31, 25

+2.24K

0.00%

PARADIGM ASSET MANAGEMENT CO LLC

2.23K

Dec 31, 25

0.00%

Keystone Financial Group

2.23K

Dec 31, 25

+525

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

2.21K

Dec 31, 25

0.00%

DILLON & ASSOCIATES INC

2.20K

Dec 31, 25

-25

0.00%

Wealth Dimensions Group, Ltd.

2.20K

Dec 31, 25

-38

0.00%

COZAD ASSET MANAGEMENT INC

2.20K

Dec 31, 25

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.20K

Dec 31, 25

+271

0.00%

EQUITABLE TRUST CO

2.19K

Dec 31, 25

+200

0.00%

Farmers National Bank

2.19K

Dec 31, 25

+41

0.00%

LIBERTY WEALTH MANAGEMENT LLC

2.18K

Dec 31, 25

+305

0.00%

PALLADIEM, LLC

2.17K

Dec 31, 25

+2.17K

0.00%

180 WEALTH ADVISORS, LLC

2.16K

Dec 31, 25

-85

0.00%

Genus Capital Management Inc.

2.15K

Dec 31, 25

-1.37K

0.00%

Dakota Community Bank & Trust NA

2.14K

Dec 31, 25

+63

0.00%

KORNITZER CAPITAL MANAGEMENT INC /KS

2.14K

Dec 31, 25

+2.14K

0.00%

Stiles Financial Services Inc

2.14K

Dec 31, 25

-576

0.00%

Prospect Financial Group LLC

2.13K

Dec 31, 25

0.00%

Kovack Advisors, Inc.

2.12K

Dec 31, 25

+471

0.00%

Armor Investment Advisors, LLC

2.12K

Dec 31, 25

-200

0.00%

CAMBIAR INVESTORS LLC

2.11K

Dec 31, 25

0.00%

Steigerwald, Gordon & Koch Inc.

2.09K

Dec 31, 25

-49

0.00%

Trek Financial, LLC

2.08K

Dec 31, 25

+2.08K

0.00%

WHALEROCK POINT PARTNERS, LLC

2.05K

Dec 31, 25

-240

0.00%

F/M Investments LLC

2.05K

Dec 31, 25

0.00%

Connecticut Wealth Management, LLC

2.04K

Dec 31, 25

0.00%

Ausdal Financial Partners, Inc.

2.04K

Dec 31, 25

+48

0.00%

Journey Advisory Group, LLC

2.04K

Dec 31, 25

+2.04K

0.00%

M. Kulyk & Associates, LLC

2.04K

Dec 31, 25

+56

0.00%

Cornerstone Advisory, LLC

2.02K

Dec 31, 25

0.00%

Tower Wealth Partners, Inc.

2.02K

Dec 31, 25

+146

0.00%

GTS SECURITIES LLC

2.02K

Dec 31, 25

-10.49K

0.00%

Greykasell Wealth Strategies, Inc.

2.01K

Dec 31, 25

0.00%

SUMMITRY LLC

2.01K

Dec 31, 25

+279

0.00%

Jump Financial, LLC

2.00K

Dec 31, 25

+2.00K

0.00%

Peak Asset Management, LLC

2.00K

Dec 31, 25

0.00%

SMITH, MOORE & CO.

1.99K

Dec 31, 25

0.00%

HALL CAPITAL MANAGEMENT CO INC

1.99K

Dec 31, 25

+25

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

1.97K

Dec 31, 25

+328

0.00%

Bruce G. Allen Investments, LLC

1.95K

Dec 31, 25

-516

0.00%

CAUSEWAY CAPITAL MANAGEMENT LLC

1.94K

Dec 31, 25

-119

0.00%

South Street Advisors LLC

1.93K

Dec 31, 25

+34

0.00%

FORVIS Wealth Advisors, LLC

1.93K

Dec 31, 25

-169

0.00%

Commonwealth Retirement Investments LLC

1.93K

Dec 31, 25

0.00%

Manchester Capital Management LLC

1.91K

Dec 31, 25

+1.46K

0.00%

Community Bank, N.A.

1.91K

Dec 31, 25

0.00%

Syverson Strege & Co

1.90K

Dec 31, 25

+1.90K

0.00%

CURA WEALTH ADVISORS, LLC

1.87K

Dec 31, 25

-121

0.00%

Colonial Trust Co / SC

1.86K

Dec 31, 25

-1.74K

0.00%

EXCALIBUR MANAGEMENT CORP

1.83K

Dec 31, 25

0.00%

Wayfinding Financial, LLC

1.83K

Dec 31, 25

0.00%

Trace Wealth Advisors, LLC

1.82K

Dec 31, 25

0.00%

Traynor Capital Management, Inc.

1.82K

Dec 31, 25

0.00%

Marks Group Wealth Management, Inc

1.80K

Dec 31, 25

+160

0.00%

Financial Perspectives, Inc

1.77K

Dec 31, 25

0.00%

Founders Financial Alliance, LLC

1.75K

Dec 31, 25

-738

0.00%

Round Rock Advisors, LLC

1.75K

Dec 31, 25

0.00%

Goepper Burkhardt LLC

1.75K

Dec 31, 25

0.00%

Daiwa Securities Group Inc.

1.75K

Dec 31, 25

+295

0.00%

Verdence Capital Advisors LLC

1.74K

Dec 31, 25

+13

0.00%

Endowment Wealth Management, Inc.

1.72K

Dec 31, 25

+1.72K

0.00%

NorthStar Asset Management LLC /NJ/

1.72K

Dec 31, 25

+1.72K

0.00%

ANCHOR CAPITAL ADVISORS LLC

1.72K

Dec 31, 25

0.00%

Prosperity Consulting Group, LLC

1.72K

Dec 31, 25

+1.72K

0.00%

Houlihan Financial Resource Group, Ltd.

1.70K

Dec 31, 25

+1.70K

0.00%

Fairscale Capital, LLC

1.68K

Dec 31, 25

0.00%

MidWestOne Financial Group, Inc.

1.68K

Dec 31, 25

0.00%

Retirement Planning Group

1.67K

Dec 31, 25

+1.67K

0.00%

Crestmont Private Wealth LLC

1.65K

Dec 31, 25

+1.65K

0.00%

SIMON QUICK ADVISORS, LLC

1.64K

Dec 31, 25

+1.64K

0.00%

CSS LLC/IL

1.62K

Dec 31, 25

+1.62K

0.00%

Clearbridge Investments, LLC

1.61K

Dec 31, 25

-491

0.00%

Blue Fin Capital, Inc.

1.60K

Dec 31, 25

-158

0.00%

Leisure Capital Management

1.60K

Dec 31, 25

+1.60K

0.00%

Azimuth Capital Investment Management LLC

1.60K

Dec 31, 25

+1.60K

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

1.57K

Dec 31, 25

+1.57K

0.00%

Heritage Wealth Advisors

1.56K

Dec 31, 25

0.00%

Glenview Trust Co

1.55K

Dec 31, 25

-2.00K

0.00%

Argentarii, LLC

1.54K

Dec 31, 25

+1.54K

0.00%

CHILDRESS CAPITAL ADVISORS, LLC

1.54K

Dec 31, 25

+1.54K

0.00%

Portfolio Design Labs, LLC

1.53K

Dec 31, 25

+1.53K

0.00%

JOHN G ULLMAN & ASSOCIATES INC

1.53K

Dec 31, 25

-1.45K

0.00%

Claris Financial LLC

1.53K

Dec 31, 25

+1.53K

0.00%

Jackson Hole Capital Partners, LLC

1.52K

Dec 31, 25

+1.52K

0.00%

REBALANCE, LLC

1.50K

Dec 31, 25

+1.50K

0.00%

Clarkston Capital Partners, LLC

1.50K

Dec 31, 25

+1.50K

0.00%

Golden State Equity Partners

1.50K

Dec 31, 25

+1.50K

0.00%

MITCHELL CAPITAL MANAGEMENT CO

1.50K

Dec 31, 25

+1.50K

0.00%

First National Bank of Hutchinson

1.50K

Dec 31, 25

+1.50K

0.00%

MMBG INVESTMENT ADVISORS CO.

1.49K

Dec 31, 25

-2.00K

0.00%

Saratoga Research & Investment Management

1.49K

Dec 31, 25

+1.49K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.49K

Dec 31, 25

+1.49K

0.00%

MAIRS & POWER INC

1.49K

Dec 31, 25

+1.49K

0.00%

Liberty Capital Management, Inc.

1.48K

Dec 31, 25

+1.48K

0.00%

Palumbo Wealth Management LLC

1.48K

Dec 31, 25

+1.48K

0.00%

Fiduciary Wealth Partners, LLC

1.48K

Dec 31, 25

+1.48K

0.00%

Engineers Gate Manager LP

1.48K

Dec 31, 25

-8.88K

0.00%

ONE WEALTH CAPITAL MANAGEMENT, LLC

1.47K

Dec 31, 25

+1.47K

0.00%

PFG Advisors

1.47K

Dec 31, 25

-216

0.00%

CRAWFORD INVESTMENT COUNSEL INC

1.47K

Dec 31, 25

+1.47K

0.00%

Kestra Investment Management, LLC

1.46K

Dec 31, 25

+1.46K

0.00%

Caitong International Asset Management Co., Ltd

1.46K

Dec 31, 25

+1.46K

0.00%

Larson Financial Group LLC

1.44K

Dec 31, 25

+20

0.00%

Colonial Trust Advisors

1.44K

Dec 31, 25

-437

0.00%

Cascades Capital Asset Management, LLC

1.43K

Dec 31, 25

0.00%

Hills Bank & Trust Co

1.41K

Dec 31, 25

0.00%

Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

1.37K

Dec 31, 25

-170

0.00%

Avalon Trust Co

1.37K

Dec 31, 25

-223

0.00%

Prestige Wealth Management Group LLC

1.30K

Dec 31, 25

+880

0.00%

NISA INVESTMENT ADVISORS, LLC

1.30K

Dec 31, 25

+88

0.00%

Concord Wealth Partners

1.29K

Dec 31, 25

0.00%

MONETARY MANAGEMENT GROUP INC

1.26K

Dec 31, 25

0.00%

Tacita Capital Inc

1.20K

Dec 31, 25

0.00%

PEAK6 LLC

1.14K

Dec 31, 25

-906

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.12K

Dec 31, 25

-48

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

1.09K

Dec 31, 25

0.00%

Employees Retirement System of Texas

1.09K

Dec 31, 25

-708

0.00%

Cape Investment Advisory, Inc.

1.01K

Dec 31, 25

+194

0.00%

State of Wyoming

1.00K

Dec 31, 25

-50

0.00%

Glen Eagle Advisors, LLC

1.00K

Dec 31, 25

-8

0.00%

Dunhill Financial, LLC

987

Dec 31, 25

-8

0.00%

Pandora Wealth, Inc.

977

Dec 31, 25

0.00%

High Note Wealth, LLC

974

Dec 31, 25

0.00%

Laurel Wealth Advisors LLC

974

Dec 31, 25

+974

0.00%

Citizens National Bank Trust Department

925

Dec 31, 25

0.00%

Smithfield Trust Co

863

Dec 31, 25

+89

0.00%

ABOUND FINANCIAL, LLC

848

Dec 31, 25

+848

0.00%

Garner Asset Management Corp

840

Dec 31, 25

+840

0.00%

MCF Advisors LLC

829

Dec 31, 25

+565

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

800

Dec 31, 25

0.00%

Crews Bank & Trust

786

Dec 31, 25

0.00%

Salomon & Ludwin, LLC

750

Dec 31, 25

+293

0.00%

BFSG, LLC

750

Dec 31, 25

+55

0.00%

Annis Gardner Whiting Capital Advisors, LLC

730

Dec 31, 25

+376

0.00%

Golden State Wealth Management, LLC

710

Dec 31, 25

0.00%

IMA Wealth, Inc.

710

Dec 31, 25

+70

0.00%

10Elms LLP

700

Dec 31, 25

0.00%

Evelyn Partners Investment Management LLP

700

Dec 31, 25

0.00%

Clearstead Trust, LLC

696

Dec 31, 25

0.00%

WealthCollab, LLC

692

Dec 31, 25

+25

0.00%

Triumph Capital Management

676

Dec 31, 25

+59

0.00%

MTM Investment Management, LLC

657

Dec 31, 25

0.00%

Lodestone Wealth Management LLC

641

Dec 31, 25

+641

0.00%

Costello Asset Management, INC

638

Dec 31, 25

-22

0.00%

Camelot Portfolios, LLC

600

Dec 31, 25

+600

0.00%

Tripletail Wealth Management, LLC

590

Dec 31, 25

0.00%

KELLEHER FINANCIAL ADVISORS

584

Dec 31, 25

0.00%

Advisors Preferred, LLC

570

Dec 31, 25

+570

0.00%

AMERIFLEX GROUP, INC.

556

Dec 31, 25

+460

0.00%

DUNCKER STREETT & CO INC

552

Dec 31, 25

0.00%

Richardson Capital Management LLC

535

Dec 31, 25

0.00%

Parvin Asset Management, LLC

525

Dec 31, 25

0.00%

Sunbelt Securities, Inc.

521

Dec 31, 25

-12

0.00%

Marshall & Sterling Wealth Advisors Inc.

504

Dec 31, 25

-1

0.00%

Centennial Bank/AR/

500

Dec 31, 25

0.00%

Orion Capital Management LLC

500

Dec 31, 25

-33

0.00%

GW&K Investment Management, LLC

495

Dec 31, 25

+25

0.00%

OPTIMA CAPITAL LLC

489

Dec 31, 25

+489

0.00%

Westside Investment Management, Inc.

484

Dec 31, 25

0.00%

LOM Asset Management Ltd

475

Dec 31, 25

0.00%

ORG Partners LLC

471

Dec 31, 25

+261

0.00%

Litman Gregory Wealth Management LLC

470

Dec 31, 25

+470

0.00%

PIN OAK INVESTMENT ADVISORS INC

462

Dec 31, 25

0.00%

Missouri Trust & Investment Co

459

Dec 31, 25

0.00%

Asset Dedication, LLC

428

Dec 31, 25

+100

0.00%

RICHARDSON FINANCIAL SERVICES INC.

422

Dec 31, 25

-185

0.00%

WPG Advisers, LLC

421

Dec 31, 25

+206

0.00%

BARCLAYS PLC

409

Dec 31, 25

-154

0.00%

Fourth Dimension Wealth, LLC

400

Dec 31, 25

0.00%

Bogart Wealth, LLC

392

Dec 31, 25

0.00%

TORONTO DOMINION BANK

375

Dec 31, 25

0.00%

McIlrath & Eck, LLC

375

Dec 31, 25

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

339

Dec 31, 25

0.00%

SOA Wealth Advisors, LLC.

334

Dec 31, 25

0.00%

Cornerstone Planning Group LLC

321

Dec 31, 25

+319

0.00%

Solstein Capital, LLC

300

Dec 31, 25

0.00%

Legacy Bridge, LLC

292

Dec 31, 25

0.00%

ALERUS FINANCIAL NA

281

Dec 31, 25

0.00%

SOUTH PLAINS FINANCIAL, INC.

271

Dec 31, 25

0.00%

Rakuten Securities, Inc.

269

Dec 31, 25

-721

0.00%

New Millennium Group LLC

267

Dec 31, 25

0.00%

Measured Wealth Private Client Group, LLC

259

Dec 31, 25

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

250

Dec 31, 25

0.00%

Nalls Sherbakoff Group, LLC

250

Dec 31, 25

0.00%

HALLMARK CAPITAL MANAGEMENT INC

245

Dec 31, 25

0.00%

Frazier Financial Advisors, LLC

242

Dec 31, 25

+42

0.00%

Bank of Jackson Hole Trust

231

Dec 31, 25

+187

0.00%

Center for Financial Planning, Inc.

210

Dec 31, 25

0.00%

N.E.W. Advisory Services LLC

207

Dec 31, 25

0.00%

Crewe Advisors LLC

206

Dec 31, 25

-616

0.00%

Close Asset Management Ltd

200

Dec 31, 25

0.00%

Mowery & Schoenfeld Wealth Management, LLC

171

Dec 31, 25

+171

0.00%

CBIZ Investment Advisory Services, LLC

167

Dec 31, 25

+167

0.00%

Copia Wealth Management

160

Dec 31, 25

0.00%

Park Square Financial Group, LLC

150

Dec 31, 25

-23

0.00%

Imprint Wealth LLC

150

Dec 31, 25

0.00%

Wealth Watch Advisors, INC

142

Dec 31, 25

0.00%

Cedar Mountain Advisors, LLC

139

Dec 31, 25

-3

0.00%

Financial Network Wealth Advisors LLC

139

Dec 31, 25

+52

0.00%

HOLLENCREST CAPITAL MANAGEMENT

132

Dec 31, 25

-100

0.00%

SWAN Capital LLC

131

Dec 31, 25

+131

0.00%

First Command Advisory Services, Inc.

130

Dec 31, 25

+30

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

128

Dec 31, 25

+42

0.00%

Bare Financial Services, Inc

124

Dec 31, 25

0.00%

Pacific Center for Financial Services

123

Dec 31, 25

0.00%

Lavaca Capital LLC

119

Dec 31, 25

0.00%

Navalign, LLC

113

Dec 31, 25

+113

0.00%

Darwin Wealth Management, LLC

112

Dec 31, 25

0.00%

Principia Wealth Advisory, LLC

110

Dec 31, 25

0.00%

Legacy Wealth Managment, LLC/ID

104

Dec 31, 25

-141

0.00%

Horrell Capital Management, Inc.

100

Dec 31, 25

0.00%

Access Investment Management LLC

Dec 31, 25

0.00%

MV CAPITAL MANAGEMENT, INC.

Dec 31, 25

+20

0.00%

Archer Investment Corp

Dec 31, 25

-87

0.00%

Prudent Man Investment Management, Inc.

Dec 31, 25

0.00%

Strategic Investment Solutions, Inc. /IL

Dec 31, 25

0.00%

Beaird Harris Wealth Management, LLC

Dec 31, 25

0.00%

Mascoma Wealth Management LLC

Dec 31, 25

0.00%

Whipplewood Advisors, LLC

Dec 31, 25

+66

0.00%

Safe Harbor Fiduciary, LLC

Dec 31, 25

+66

0.00%

Boreal Capital Management LLC

Dec 31, 25

0.00%

Caitlin John, LLC

Dec 31, 25

0.00%

Stephens Consulting, LLC

Dec 31, 25

+61

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+60

0.00%

Team Financial Group, LLC

Dec 31, 25

0.00%

Jackson, Grant Investment Advisers, Inc.

Dec 31, 25

0.00%

Jessup Wealth Management, Inc

Dec 31, 25

+51

0.00%

Cedar Wealth Management, LLC

Dec 31, 25

0.00%

Morse Asset Management, Inc

Dec 31, 25

0.00%

Signature Resources Capital Management, LLC

Dec 31, 25

0.00%

Bradley & Co. Private Wealth Management, LLC

Dec 31, 25

0.00%

Wealth Preservation Advisors, LLC

Dec 31, 25

0.00%

MARYLAND CAPITAL ADVISORS INC.

Dec 31, 25

0.00%

Hughes Financial Services, LLC

Dec 31, 25

0.00%

Quent Capital, LLC

Dec 31, 25

0.00%

FWL INVESTMENT MANAGEMENT, LLC

Dec 31, 25

+34

0.00%

TD Capital Management LLC

Dec 31, 25

+12

0.00%

Johnson Financial Group, Inc.

Dec 31, 25

+33

0.00%

Newbridge Financial Services Group, Inc.

Dec 31, 25

-41

0.00%

American Capital Advisory, LLC

Dec 31, 25

0.00%

DecisionPoint Financial, LLC

Dec 31, 25

0.00%

REDMONT WEALTH ADVISORS LLC

Dec 31, 25

-24

0.00%

Navigoe, LLC

Dec 31, 25

0.00%

Dogwood Wealth Management LLC

Dec 31, 25

+22

0.00%

Corsicana & Co.

Dec 31, 25

0.00%

Horizon Investments, LLC

Dec 31, 25

-18

0.00%

Lummis Asset Management, LP

Dec 31, 25

+16

0.00%

Kilter Group LLC

Dec 31, 25

-3

0.00%

Plante Moran Financial Advisors, LLC

Dec 31, 25

0.00%

Winch Advisory Services, LLC

Dec 31, 25

0.00%

Reyes Financial Architecture, Inc.

Dec 31, 25

0.00%

Virtus ETF Advisers LLC

Dec 31, 25

0.00%

Turning Point Benefit Group, Inc.

Dec 31, 25

0.00%

Financial Freedom, LLC

Dec 31, 25

0.00%

Kingdom Financial Group LLC.

Dec 31, 25

0.00%

Walleye Capital LLC

Dec 31, 25

-20.85K

0.00%

GM Advisory Group, Inc.

Dec 31, 25

-1.67K

Hayek Kallen Investment Management

Dec 31, 25

-38.87K

Bank Julius Baer & Co. Ltd, Zurich

Dec 31, 25

-2.00K

Accent Capital Management, LLC

Dec 31, 25

-40

Madison Asset Management, LLC

Dec 31, 25

-1.62K

Ramirez Asset Management, Inc.

Dec 31, 25

-900

Seneschal Advisors, LLC

Dec 31, 25

-178

PROFFITT & GOODSON INC

Dec 31, 25

-14

Strengthening Families & Communities, LLC

Dec 31, 25

-148

JPL Wealth Management, LLC

Dec 31, 25

-91

Main Street Group, LTD

Dec 31, 25

-36

VSM Wealth Advisory, LLC

Dec 31, 25

-292

ExodusPoint Capital Management, LP

Dec 31, 25

-5.50K

Bear Mountain Capital, Inc.

Dec 31, 25

-7

Centiva Capital, LP

Dec 31, 25

-1.91K

Steel Peak Wealth Management LLC

Dec 31, 25

-4.13K

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-17

Brevan Howard Capital Management LP

Dec 31, 25

-2.28K

JACKSON THORNTON ASSET MANAGEMENT, LLC

Dec 31, 25

-1.75K

North Capital, Inc.

Dec 31, 25

-1.11K

CONSULTIVA WEALTH MANAGEMENT, CORP.

Dec 31, 25

-180

CLEAR STREET MARKETS LLC

Dec 31, 25

-2.37K

Morningstar Investment Management LLC

Dec 31, 25

-13.84K

Quest 10 Wealth Builders, Inc.

Dec 31, 25

-38

TOWNSQUARE CAPITAL LLC

Dec 31, 25

-1.89K

GROUP ONE TRADING, L.P.

Dec 31, 25

-2.01K

Sageworth Trust Co

Dec 31, 25

-3.31K

EXCEL SECURITIES & ASSOCIATES, INC.

Dec 31, 25

-34.44K

HighMark Wealth Management LLC

Dec 31, 25

-60

JANE STREET GROUP, LLC

Dec 31, 25

-106.30K

Banco Santander, S.A.

Dec 31, 25

-30.29K

Graham Capital Management, L.P.

Dec 31, 25

-10.46K

BRIGHTON JONES LLC

Dec 31, 25

-6.68K

Pinpoint Asset Management (Singapore) Pte. Ltd.

Dec 31, 25

-20.00K

Blue Barn Wealth, LLC

Dec 31, 25

-2.28K

Kiker Wealth Management, LLC

Dec 31, 25

-11.75K

FOX RUN MANAGEMENT, L.L.C.

Dec 31, 25

-12.35K

Walleye Trading LLC

Dec 31, 25

-9.18K

Legacy Financial Advisors, Inc.

Dec 31, 25

-15.06K

Hartford Funds Management Co LLC

Dec 31, 25

-4.49K

Allred Capital Management, LLC

Dec 31, 25

-1.93K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-982

von Borstel & Associates, Inc.

Dec 31, 25

-1.82K

Jarislowsky, Fraser Ltd

52.04K

Sep 30, 25

-1.41K

0.00%

COUNTRY CLUB BANK /GFN

51.70K

Sep 30, 25

-8.40K

0.00%

WETHERBY ASSET MANAGEMENT INC

49.69K

Sep 30, 25

-279

0.00%

Glenmede Investment Management, LP

45.23K

Sep 30, 25

+18.90K

0.00%

West Oak Capital, LLC

21.42K

Sep 30, 25

0.00%

SYNOVUS FINANCIAL CORP

18.59K

Sep 30, 25

+8.25K

0.00%

First Affirmative Financial Network

10.96K

Sep 30, 25

+798

0.00%

Hutchinson Financial Advisors, INC

9.66K

Sep 30, 25

+234

0.00%

PITCAIRN CO

9.29K

Sep 30, 25

-210

0.00%

Court Place Advisors, LLC

9.12K

Sep 30, 25

0.00%

Guerra Advisors Inc

8.03K

Sep 30, 25

+2.29K

0.00%

Moloney Securities Asset Management, LLC

5.15K

Sep 30, 25

0.00%

WOLVERINE TRADING, LLC

4.42K

Sep 30, 25

-5.06K

0.00%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

4.11K

Sep 30, 25

-145

0.00%

Gitterman Wealth Management, LLC

3.61K

Sep 30, 25

+316

0.00%

GARLAND CAPITAL MANAGEMENT INC

3.17K

Sep 30, 25

-8.33K

0.00%

RiverGlades Family Offices LLC

2.80K

Sep 30, 25

0.00%

Lion Street Advisors, LLC

2.77K

Sep 30, 25

+2.77K

0.00%

Apexium Financial, LP

2.63K

Sep 30, 25

+21

0.00%

Stonegate Investment Group, LLC

2.49K

Sep 30, 25

0.00%

Wealthstream Advisors, Inc.

2.40K

Sep 30, 25

+427

0.00%

PINNACLE FINANCIAL PARTNERS INC

2.23K

Sep 30, 25

-1.32K

0.00%

Gimbal Financial

2.21K

Sep 30, 25

0.00%

Sonora Investment Management Group, LLC

1.95K

Sep 30, 25

-250

0.00%

Binnacle Investments Inc

1.93K

Sep 30, 25

+162

0.00%

Bristlecone Advisors, LLC

1.73K

Sep 30, 25

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

1.68K

Sep 30, 25

0.00%

AllSquare Wealth Management LLC

1.48K

Sep 30, 25

0.00%

Strategic Wealth Partners, Ltd.

1.16K

Sep 30, 25

-253

0.00%

OPTIMUM INVESTMENT ADVISORS

530

Sep 30, 25

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

464

Sep 30, 25

0.00%

WFA Asset Management Corp

233

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

150

Sep 30, 25

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Hemington Wealth Management

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

Sep 30, 25

-500

0.00%

Point72 Hong Kong Ltd

Sep 30, 25

-7.39K

Financial Advocates Investment Management

Sep 30, 25

-4.28K

Point72 Europe (London) LLP

Sep 30, 25

-186.05K

Congress Wealth Management LLC / DE /

75.34K

Jun 30, 25

+26.01K

0.00%

Financial Gravity Companies, Inc.

44.20K

Jun 30, 25

+44.20K

0.00%

AVANTAX ADVISORY SERVICES, INC.

35.88K

Jun 30, 25

+2.88K

0.00%

Wambolt & Associates, LLC

25.65K

Jun 30, 25

-1.37K

0.00%

Wellington Capital Management, Inc.

14.14K

Jun 30, 25

+14.14K

0.00%

First Horizon Advisors, Inc.

12.68K

Jun 30, 25

-2.26K

0.00%

Semmax Financial Advisors Inc.

11.48K

Jun 30, 25

-281

0.00%

Atria Wealth Solutions, Inc.

10.11K

Jun 30, 25

-14.24K

0.00%

HICKORY ASSET MANAGEMENT, INC.

3.46K

Jun 30, 25

0.00%

Prairie Sky Financial Group LLC

3.35K

Jun 30, 25

0.00%

Belmont Capital, LLC

3.06K

Jun 30, 25

0.00%

Graypoint LLC

2.66K

Jun 30, 25

-306

0.00%

Scott Marsh Financial, LLC

2.13K

Jun 30, 25

+2.13K

0.00%

SCHNIEDERS CAPITAL MANAGEMENT LLC

1.67K

Jun 30, 25

+1.67K

0.00%

Legacy Investment Solutions, LLC

245

Jun 30, 25

+245

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

200

Jun 30, 25

+200

0.00%

Centricity Wealth Management, LLC

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-229

Capital Market Strategies LLC

Jun 30, 25

-2.70K

Good Life Advisors, LLC

Jun 30, 25

-2.38K

Orion Portfolio Solutions, LLC

34.67K

Mar 31, 25

+1.05K

0.00%

Transform Wealth, LLC

27.57K

Mar 31, 25

-330

0.00%

BEACH INVESTMENT COUNSEL INC/PA

26.35K

Mar 31, 25

-1.22K

0.00%

Morningstar Investment Services LLC

21.00K

Mar 31, 25

-18.74K

0.00%

Callan Capital, LLC

16.68K

Mar 31, 25

+5.37K

0.00%

Schechter Investment Advisors, LLC

13.07K

Mar 31, 25

-1.35K

0.00%

Sandy Spring Bank

11.59K

Mar 31, 25

-681

0.00%

Cable Hill Partners, LLC

5.40K

Mar 31, 25

-2.78K

0.00%

Lindbrook Capital, LLC

3.86K

Mar 31, 25

+48

0.00%

Vista Wealth Management Group, LLC

3.62K

Mar 31, 25

+1.05K

0.00%

West Coast Financial LLC

3.08K

Mar 31, 25

0.00%

Delta Financial Group, Inc.

2.22K

Mar 31, 25

0.00%

Wolf Group Capital Advisors

2.00K

Mar 31, 25

+2.00K

0.00%

CAROLINAS WEALTH CONSULTING LLC

202

Mar 31, 25

0.00%

BOSTON FINANCIAL MANGEMENT LLC

9.07K

Dec 31, 24

+1.03K

0.00%

LAKE STREET ADVISORS GROUP, LLC

7.64K

Dec 31, 24

-9.47K

0.00%

Edge Capital Group, LLC

3.16K

Dec 31, 24

+89

0.00%

Kiely Wealth Advisory Group, Inc.

832

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

700

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

549

Dec 31, 24

-160

0.00%

Sugarloaf Wealth Management, LLC

544

Dec 31, 24

0.00%

Bray Capital Advisors

467

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

444

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

128

Dec 31, 24

-353

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

Dec 31, 24

0.00%

Fairhaven Wealth Management, LLC

Dec 31, 24

-1.90K

DORCHESTER WEALTH MANAGEMENT Co

Dec 31, 24

-2.85K

RAYMOND JAMES & ASSOCIATES

518.18K

Sep 30, 24

-18.43K

0.03%

Raymond James Financial Services Advisors, Inc.

330.06K

Sep 30, 24

-24.39K

0.02%

FORT PITT CAPITAL GROUP, LLC

33.71K

Sep 30, 24

+899

0.00%

Tri Ri Asset Management Corp

33.20K

Sep 30, 24

+33.20K

0.00%

Susquehanna International Securities, Ltd.

25.40K

Sep 30, 24

+25.40K

0.00%

First Trust Direct Indexing L.P.

22.77K

Sep 30, 24

+128

0.00%

SEVEN EIGHT CAPITAL, LP

20.73K

Sep 30, 24

+7.08K

0.00%

RAYMOND JAMES TRUST N.A.

15.38K

Sep 30, 24

+963

0.00%

EAGLE ASSET MANAGEMENT INC

11.27K

Sep 30, 24

-158

0.00%

SpiderRock Advisors, LLC

11.23K

Sep 30, 24

+11.23K

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

4.79K

Sep 30, 24

-576

0.00%

Alera Investment Advisors, LLC

4.03K

Sep 30, 24

+223

0.00%

First Personal Financial Services

3.72K

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

2.71K

Sep 30, 24

-212

0.00%

First Trust Investment Solutions L.P.

2.69K

Sep 30, 24

+2.69K

0.00%

9258 Wealth Management, LLC

2.24K

Sep 30, 24

-85

0.00%

M&R CAPITAL MANAGEMENT INC

2.23K

Sep 30, 24

0.00%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

2.20K

Sep 30, 24

+254

0.00%

GUARDIAN CAPITAL ADVISORS LP

2.17K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

1.44K

Sep 30, 24

-11

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

1.29K

Sep 30, 24

+1.29K

0.00%

Annapolis Financial Services, LLC

161

Sep 30, 24

0.00%

ClariVest Asset Management LLC

Sep 30, 24

0.00%

SYSTM Wealth Solutions LLC

Sep 30, 24

-3.77K

GYL FINANCIAL SYNERGIES, LLC

Sep 30, 24

-3.42K

Planning Capital Management Corp

Sep 30, 24

-257

BlackRock Inc.

1.87M

Jun 30, 24

+8.35K

0.10%

ARVEST TRUST CO N A

24.84K

Jun 30, 24

-1.66K

0.00%

MCKINLEY CAPITAL MANAGEMENT LLC

23.02K

Jun 30, 24

-54

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

13.02K

Jun 30, 24

-2.30K

0.00%

Abbrea Capital, LLC

11.62K

Jun 30, 24

-140

0.00%

Unique Wealth Strategies, LLC

9.83K

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

6.56K

Jun 30, 24

+232

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

5.93K

Jun 30, 24

-618

0.00%

HYMAN CHARLES D

3.55K

Jun 30, 24

-7

0.00%

Gratus Capital LLC

1.95K

Jun 30, 24

+1.95K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

1.75K

Jun 30, 24

+178

0.00%

Spotlight Asset Group, Inc.

1.05K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-29

0.00%

Custom Portfolio Group LLC

Jun 30, 24

0.00%

Private Ocean, LLC

Jun 30, 24

-255

HoyleCohen, LLC

Jun 30, 24

-4.15K

Manning & Napier Group, LLC

1.04M

Mar 31, 24

-14.74K

0.05%

CAMBRIDGE TRUST CO

213.55K

Mar 31, 24

-86.50K

0.01%

Cetera Advisor Networks LLC

73.91K

Mar 31, 24

-2.28K

0.00%

Cetera Advisors LLC

25.18K

Mar 31, 24

+11.39K

0.00%

Cubic Asset Management, LLC

23.49K

Mar 31, 24

-200

0.00%

Grey Street Capital, LLC

17.19K

Mar 31, 24

+17.19K

0.00%

Page Arthur B

7.50K

Mar 31, 24

-9.84K

0.00%

SUMMIT FINANCIAL GROUP, INC.

3.65K

Mar 31, 24

0.00%

InterOcean Capital Group, LLC

3.36K

Mar 31, 24

0.00%

Connectus Wealth, LLC

2.65K

Mar 31, 24

-8.40K

0.00%

Highlander Capital Management, LLC

500

Mar 31, 24

-150

0.00%

Retirement Group, LLC

400

Mar 31, 24

+146

0.00%

KLR INVESTMENT ADVISORS, LLC

Mar 31, 24

-17.54K

Bartlett & Co. LLC

151.05K

Dec 31, 23

-2.00K

0.01%

Simplicity Solutions, LLC

48.66K

Dec 31, 23

+3.70K

0.00%

Moreno Evelyn V

36.72K

Dec 31, 23

-41.80K

0.00%

WADE G W & INC

20.43K

Dec 31, 23

-4

0.00%

TELEMUS CAPITAL, LLC

8.12K

Dec 31, 23

-1.69K

0.00%

WEALTHSOURCE PARTNERS, LLC

4.94K

Dec 31, 23

-625

0.00%

Cannell & Co.

3.67K

Dec 31, 23

-871

0.00%

Baystate Wealth Management LLC

352

Dec 31, 23

+42

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

0.00%

COHEN LAWRENCE B

Dec 31, 23

-25.34K

Connolly Sarah T.

Dec 31, 23

-24.81K

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

128.41K

Sep 30, 23

-13.35K

0.01%

ADVISOR PARTNERS II, LLC

31.89K

Sep 30, 23

+5.55K

0.00%

PATHSTONE FAMILY OFFICE, LLC

26.25K

Sep 30, 23

+7.59K

0.00%

Lowell Blake & Associates Inc.

20.79K

Sep 30, 23

-620

0.00%

PRIVATE ASSET MANAGEMENT INC

18.82K

Sep 30, 23

-3.60K

0.00%

ROTHSCHILD INVESTMENT CORP /IL

15.61K

Sep 30, 23

+347

0.00%

COMERICA SECURITIES,INC.

13.90K

Sep 30, 23

-632

0.00%

COLONY GROUP LLC

7.12K

Sep 30, 23

-368

0.00%

BEDEL FINANCIAL CONSULTING INC

4.45K

Sep 30, 23

+4.45K

0.00%

KENFARB & CO.

4.20K

Sep 30, 23

0.00%

PRW Wealth Management LLC

4.08K

Sep 30, 23

0.00%

Icon Wealth Partners, LLC

3.75K

Sep 30, 23

-108

0.00%

MASTRAPASQUA ASSET MANAGEMENT INC

3.27K

Sep 30, 23

+100

0.00%

ROPES WEALTH ADVISORS LLC

3.19K

Sep 30, 23

-179

0.00%

Column Capital Advisors, LLC

535

Sep 30, 23

0.00%

Antonetti Capital Management LLC

250

Sep 30, 23

0.00%

FOSTER DYKEMA CABOT & CO INC/MA

133

Sep 30, 23

+133

0.00%

Steward Financial Group LLC

Sep 30, 23

+49

0.00%

V Wealth Advisors LLC

Sep 30, 23

-2.66K

Tekla Capital Management LLC

136.22K

Jun 30, 23

0.01%

LEO BROKERAGE, LLC

22.61K

Jun 30, 23

+1.89K

0.00%

Vident Investment Advisory, LLC

9.28K

Jun 30, 23

+1.49K

0.00%

Financial Architects, Inc

8.68K

Jun 30, 23

-128

0.00%

Intercontinental Wealth Advisors, LLC

7.46K

Jun 30, 23

+118

0.00%

TIAA, FSB

6.93K

Jun 30, 23

-24

0.00%

BDO Wealth Advisors, LLC

6.15K

Jun 30, 23

+86

0.00%

Veritable, L.P.

4.94K

Jun 30, 23

+576

0.00%

NEIRG Wealth Management, LLC

2.83K

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

2.30K

Jun 30, 23

+85

0.00%

First Capital Advisors Group, LLC.

1.58K

Jun 30, 23

+1.58K

0.00%

First National Bank of South Miami

1.37K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

432

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

322

Jun 30, 23

0.00%

TimeScale Financial, Inc.

200

Jun 30, 23

0.00%

First Command Financial Services, Inc.

100

Jun 30, 23

0.00%

First Command Bank

100

Jun 30, 23

0.00%

Cowen Prime Advisors LLC

100

Jun 30, 23

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-79

Avalon Investment & Advisory

42.25K

Mar 31, 23

-1.29K

0.00%

LeJeune Puetz Investment Counsel LLC

6.63K

Mar 31, 23

0.00%

SECURITY ASSET MANAGEMENT

5.24K

Mar 31, 23

0.00%

Parsec Financial Management, Inc.

2.67K

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

950

Mar 31, 23

+950

0.00%

Baldrige Asset Management LLC

605

Mar 31, 23

0.00%

Andesa Financial Management Inc.

Mar 31, 23

-3.25K

GOFEN & GLOSSBERG LLC /IL/

227.56K

Dec 31, 22

-4.43K

0.01%

GAMBLE JONES INVESTMENT COUNSEL

143.33K

Dec 31, 22

-2.06K

0.01%

ZEKE CAPITAL ADVISORS, LLC

50.24K

Dec 31, 22

-9.37K

0.00%

Laurel Wealth Advisors, Inc.

17.91K

Dec 31, 22

-214

0.00%

Aevitas Wealth Management, Inc.

13.34K

Dec 31, 22

+105

0.00%

CFO4Life, L.P.

6.42K

Dec 31, 22

+6.42K

0.00%

BOENNING & SCATTERGOOD, INC.

5.80K

Dec 31, 22

0.00%

Red Cedar Capital, LLC

3.14K

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

2.65K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

2.54K

Dec 31, 22

-1.39K

0.00%

Hotaling Investment Management, LLC

2.31K

Dec 31, 22

+2.31K

0.00%

Cribstone Capital Management, LLC

Dec 31, 22

0.00%

Axiom Investment Management LLC

Dec 31, 22

-80

Foresight Wealth Management, LLC

Dec 31, 22

-9.70K

EATON VANCE MANAGEMENT

293.53K

Sep 30, 22

-2.51K

0.02%

American Research & Management Co.

51.29K

Sep 30, 22

-312

0.00%

SIENA CAPITAL LLC

33.60K

Sep 30, 22

+518

0.00%

SALEM CAPITAL MANAGEMENT INC

16.38K

Sep 30, 22

-200

0.00%

REGENTATLANTIC CAPITAL LLC

12.96K

Sep 30, 22

-2.89K

0.00%

MUFG Americas Holdings Corp

11.03K

Sep 30, 22

-355

0.00%

Covington Capital Management

8.17K

Sep 30, 22

-50

0.00%

BLUESTEIN R H & CO LLC

7.60K

Sep 30, 22

-500

0.00%

FourThought Financial, LLC

7.23K

Sep 30, 22

-1.76K

0.00%

American Portfolios Advisors

6.22K

Sep 30, 22

+314

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

5.96K

Sep 30, 22

+5.96K

0.00%

Corient Capital Partners, LLC

5.71K

Sep 30, 22

+316

0.00%

Ashfield Capital Partners, LLC

4.73K

Sep 30, 22

0.00%

H. L. Ormond & Company, LLC

3.00K

Sep 30, 22

-199

0.00%

Surevest, LLC

310

Sep 30, 22

0.00%

KARLINSKI ANDREW C

Sep 30, 22

-45

ACG Wealth

Sep 30, 22

-1.25K

CADENCE BANK NA

Sep 30, 22

-5.63K

CPWM, LLC

Sep 30, 22

-2.53K

Farmer Steven Patrick

186.55K

Jun 30, 22

+186.55K

0.01%

ADVISOR PARTNERS LLC

25.11K

Jun 30, 22

+2.08K

0.00%

HC FINANCIAL ADVISORS INC

20.65K

Jun 30, 22

-610

0.00%

Altium Wealth Management LLC

20.13K

Jun 30, 22

+4.29K

0.00%

Frontier Wealth Management LLC

12.08K

Jun 30, 22

-337

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

6.00K

Jun 30, 22

+572

0.00%

Fieldpoint Private Securities, LLC

5.62K

Jun 30, 22

-914

0.00%

B. Riley Wealth Management, Inc.

5.50K

Jun 30, 22

+1.61K

0.00%

Intersect Capital LLC

4.71K

Jun 30, 22

+450

0.00%

MURPHY CAPITAL MANAGEMENT INC

3.06K

Jun 30, 22

+64

0.00%

BREWIN DOLPHIN LTD

2.57K

Jun 30, 22

0.00%

Private Capital Group, LLC

1.60K

Jun 30, 22

-221

0.00%

Cordasco Financial Network

700

Jun 30, 22

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

Jun 30, 22

-67

BAR HARBOR TRUST SERVICES

Jun 30, 22

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.85M

Mar 31, 22

+331.57K

0.15%

Majedie Asset Management Ltd

113.78K

Mar 31, 22

+113.78K

0.01%

People's United Financial, Inc.

35.06K

Mar 31, 22

-1.34K

0.00%

Astrantus Ltd

5.50K

Mar 31, 22

-5.06K

0.00%

AMERICAN NATIONAL INSURANCE CO

4.30K

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

415

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

394

Mar 31, 22

+80

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

385

Mar 31, 22

+18

0.00%

Freedman Financial Associates, Inc.

Mar 31, 22

0.00%

Barrett Asset Management, LLC

Mar 31, 22

-1.05K

HIGH POINTE CAPITAL MANAGEMENT LLC

Mar 31, 22

-5.00K

REILLY FINANCIAL ADVISORS, LLC

215.40K

Dec 31, 21

+8.02K

0.01%

Country Club Trust Company, n.a.

43.98K

Dec 31, 21

+957

0.00%

Heritage Way Advisors, LLC

35.59K

Dec 31, 21

+453

0.00%

Clear Perspective Advisors, LLC

5.69K

Dec 31, 21

-109

0.00%

TDAM USA INC.

5.32K

Dec 31, 21

+53

0.00%

NEXT Financial Group, Inc

4.42K

Dec 31, 21

-230

0.00%

Carroll Financial Associates, Inc.

3.41K

Dec 31, 21

-50

0.00%

Crescent Capital Consulting, LLC

3.30K

Dec 31, 21

0.00%

Mosaic Family Wealth, LLC

2.50K

Dec 31, 21

+2.50K

0.00%

Truehand, Inc

1.16K

Dec 31, 21

0.00%

BBVA USA

72.86K

Sep 30, 21

-2.96K

0.00%

NorthCoast Asset Management LLC

20.05K

Sep 30, 21

-156

0.00%

Alexandria Capital, LLC

8.32K

Sep 30, 21

+814

0.00%

Weather Gauge Advisory, LLC

6.62K

Sep 30, 21

0.00%

OLD DOMINION CAPITAL MANAGEMENT INC

4.96K

Sep 30, 21

-11

0.00%

Mercer Capital Advisers, Inc.

4.65K

Sep 30, 21

-200

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

4.55K

Sep 30, 21

-128

0.00%

Ameritas Investment Company, LLC

4.20K

Sep 30, 21

+791

0.00%

Sonora Investment Management, LLC

1.64K

Sep 30, 21

+178

0.00%

SECURITY NATIONAL TRUST CO

1.35K

Sep 30, 21

0.00%

Berman Capital Advisors, LLC

504

Sep 30, 21

-48

0.00%

FARR MILLER & WASHINGTON LLC/DC

Sep 30, 21

-2.44K

USCA RIA LLC

90.43K

Jun 30, 21

+1.72K

0.00%

Allegiant Private Advisors, LLC

76.67K

Jun 30, 21

-5.51K

0.00%

MACRO Consulting Group

22.31K

Jun 30, 21

+2.24K

0.00%

Nachman Norwood & Parrott, Inc

5.09K

Jun 30, 21

-429

0.00%

PNC Managed Account Solutions, Inc.

4.01K

Jun 30, 21

+4.01K

0.00%

20/20 Capital Management, Inc.

2.72K

Jun 30, 21

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.23K

Jun 30, 21

0.00%

Hoover Financial Advisors, Inc.

457

Jun 30, 21

-49

0.00%

Cowen Prime Services LLC

100

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

SCHAFER CULLEN CAPITAL MANAGEMENT INC

150.03K

Mar 31, 21

-1.94M

0.01%

BBVA USA Bancshares, Inc.

74.41K

Mar 31, 21

+6.32K

0.00%

CAMDEN NATIONAL CORP

65.79K

Mar 31, 21

+65.79K

0.00%

Rikoon Group, LLC

15.66K

Mar 31, 21

-364

0.00%

TCF National Bank

10.97K

Mar 31, 21

0.00%

WealthStone, Inc.

3.92K

Mar 31, 21

+1.07K

0.00%

Wealthsimple US, Ltd.

2.61K

Mar 31, 21

+123

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

Mar 31, 21

-1.21K

Aperio Group, LLC

1.18M

Dec 31, 20

+62.09K

0.06%

OLD MISSION CAPITAL, LLC

187.73K

Dec 31, 20

+187.73K

0.01%

CARILLON TOWER ADVISERS, INC.

75.88K

Dec 31, 20

-6.26K

0.00%

Point View Wealth Management, Inc.

8.21K

Dec 31, 20

+265

0.00%

Winslow, Evans & Crocker, Inc.

1.12K

Dec 31, 20

+204

0.00%

Reby Advisors, LLC

170

Dec 31, 20

+170

0.00%

ETRADE Capital Management LLC

78.23K

Sep 30, 20

-18.89K

0.00%

Hansberger Growth Investors, LP

45.65K

Sep 30, 20

-695

0.00%

First Allied Advisory Services, Inc.

15.25K

Sep 30, 20

-236

0.00%

Voit & Company, LLC

12.96K

Sep 30, 20

-1.98K

0.00%

NORTHSTAR WEALTH PARTNERS LLC

7.38K

Sep 30, 20

0.00%

FCG ADVISORS, LLC

5.83K

Sep 30, 20

-202

0.00%

Wealthspire Advisors, L.P.

5.41K

Sep 30, 20

-6.07K

0.00%

Stearns Financial Services Group

4.86K

Sep 30, 20

-43

0.00%

Partnervest Advisory Services LLC

2.81K

Sep 30, 20

+2.81K

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

930

Sep 30, 20

0.00%

QUANTUM CAPITAL MANAGEMENT

809

Sep 30, 20

-109

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

0.00%

BRINKER CAPITAL INC

115.00K

Jun 30, 20

+3.43K

0.01%

TRADITION ASSET MANAGEMENT LLC

75.66K

Jun 30, 20

+8.97K

0.00%

Argent Wealth Management LLC

23.18K

Jun 30, 20

-686

0.00%

Fayerweather Charles

20.53K

Jun 30, 20

+142

0.00%

Gardiner Nancy B

15.84K

Jun 30, 20

+339

0.00%

IBERIABANK CORP

12.84K

Jun 30, 20

-201

0.00%

FRONTIER INVESTMENT MGMT CO

5.81K

Jun 30, 20

+64

0.00%

WHEATLAND ADVISORS INC

2.33K

Jun 30, 20

+2.33K

0.00%

Lenox Wealth Management, Inc.

582

Jun 30, 20

0.00%

TRUEWEALTH LLC

373

Jun 30, 20

-99

0.00%

NumerixS Investment Technologies Inc

Jun 30, 20

-100

Leap Investments LP

Jun 30, 20

-3.70K

Fiduciary Trust Co International of Pennsylvania

56.78K

Mar 31, 20

-1.05K

0.00%

Osborn Williams & Donohoe LLC

56.78K

Mar 31, 20

-2.59K

0.00%

Jolley Asset Management, LLC

46.95K

Mar 31, 20

-742

0.00%

PagnatoKarp Partners LLC

18.59K

Mar 31, 20

0.00%

MILES CAPITAL, INC.

3.13K

Mar 31, 20

-163

0.00%

Squar Milner Financial Services LLC

2.03K

Mar 31, 20

-2.17K

0.00%

Willingdon Wealth Management

Mar 31, 20

-89

ACCURATE INVESTMENT SOLUTIONS, INC.

Mar 31, 20

-26

LADENBURG THALMANN FINANCIAL SERVICES INC.

67.99K

Dec 31, 19

+6.52K

0.00%

Advisor Group, Inc.

58.52K

Dec 31, 19

-344

0.00%

Quadrant Capital Management, LLC

32.22K

Dec 31, 19

+845

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

10.31K

Dec 31, 19

+10.31K

0.00%

Beacon Pointe Wealth Advisors, LLC

9.77K

Dec 31, 19

+1.04K

0.00%

LAU ASSOCIATES LLC

9.56K

Dec 31, 19

+6.25K

0.00%

CIBC BANK USA

6.96K

Dec 31, 19

-149

0.00%

Bredin Investment LLC

5.28K

Dec 31, 19

0.00%

Partner Investment Management, L.P.

4.27K

Dec 31, 19

-6.44K

0.00%

Landmark Bank

4.05K

Dec 31, 19

-47

0.00%

OptiFour Integrated Wealth Management, LLC

3.58K

Dec 31, 19

0.00%

MADISON INVESTMENT HOLDINGS INC

881.42K

Sep 30, 19

+21.45K

0.05%

SUNTRUST BANKS INC

303.72K

Sep 30, 19

+237.81K

0.02%

BB&T SECURITIES, LLC

257.44K

Sep 30, 19

-2.59K

0.01%

Neuburgh Advisers LLC

27.34K

Sep 30, 19

+2.82K

0.00%

Flinton Capital Management LLC

22.51K

Sep 30, 19

+2.32K

0.00%

Tyers Asset Management LLC

17.69K

Sep 30, 19

+1.83K

0.00%

RIVERHEAD CAPITAL MANAGEMENT LLC

13.60K

Sep 30, 19

+1.51K

0.00%

Glen Harbor Capital Management LLC

12.86K

Sep 30, 19

+1.33K

0.00%

SOUTH TEXAS MONEY MANAGEMENT LTD

10.58K

Sep 30, 19

+4.05K

0.00%

Shamrock Asset Management LLC

9.31K

Sep 30, 19

-251

0.00%

HARTWELL J M LIMITED PARTNERSHIP

9.23K

Sep 30, 19

-469

0.00%

TIVERTON ASSET MANAGEMENT LLC

4.10K

Sep 30, 19

0.00%

BOSTON ADVISORS LLC

3.19K

Sep 30, 19

-5.51K

0.00%

Guidant Wealth Advisors

1.23K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

474

Sep 30, 19

-152

0.00%

CAPITAL GUARDIAN TRUST CO

142.16K

Jun 30, 19

+4.22K

0.01%

CHEMICAL BANK

10.99K

Jun 30, 19

0.00%

WILLIAMS JONES & ASSOCIATES LLC

6.50K

Jun 30, 19

-632

0.00%

Hugh Johnson Advisors LLC

6.22K

Jun 30, 19

+1.24K

0.00%

BANK OF EDWARDSVILLE

4.80K

Jun 30, 19

-11

0.00%

Delek Group, Ltd.

Jun 30, 19

-68.74K

NEXTHERA CAPITAL LP

Jun 30, 19

-45.33K

Bain Capital Public Equity Management, LLC

882.00K

Mar 31, 19

-158.63K

0.05%

OppenheimerFunds, Inc.

542.80K

Mar 31, 19

-11.97K

0.03%

TEACHERS ADVISORS, LLC

208.19K

Mar 31, 19

+208.19K

0.01%

TIAA CREF INVESTMENT MANAGEMENT LLC

134.63K

Mar 31, 19

+134.63K

0.01%

THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/

81.23K

Mar 31, 19

0.00%

TRADITION CAPITAL MANAGEMENT LLC

58.33K

Mar 31, 19

-4.39K

0.00%

RELIANCE TRUST CO OF DELAWARE

22.31K

Mar 31, 19

+8.09K

0.00%

HL FINANCIAL SERVICES LLC

15.98K

Mar 31, 19

+786

0.00%

Sound View Wealth Advisors, LLC

6.56K

Mar 31, 19

-552

0.00%

Steinberg Global Asset Management

5.12K

Mar 31, 19

+717

0.00%

AT Bancorp

2.88K

Mar 31, 19

-205

0.00%

NEXT Financial Holdings

2.71K

Mar 31, 19

+2.71K

0.00%

WealthTrust Fairport, LLC

536

Mar 31, 19

0.00%

Live Your Vision, LLC

435

Mar 31, 19

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

430

Mar 31, 19

+20

0.00%

LOEB PARTNERS CORP

300

Mar 31, 19

-10.75K

0.00%

Horizon Kinetics LLC

25.88K

Dec 31, 18

-205

0.00%

AMICA PENSION FUND BOARD OF TRUSTEES

16.61K

Dec 31, 18

0.00%

NORTHERN CAPITAL MANAGEMENT LLC

11.47K

Dec 31, 18

-795

0.00%

Peachtree Investment Advisors, Inc.

11.01K

Dec 31, 18

+900

0.00%

COMERICA SECURITIES INC

6.64K

Dec 31, 18

+6.64K

0.00%

Palo Capital, Inc.

6.22K

Dec 31, 18

-312

0.00%

BANCED CORP

4.91K

Dec 31, 18

-126

0.00%

Pathlight Investors LLC

4.70K

Dec 31, 18

+4.70K

0.00%

BREMER TRUST NATIONAL ASSOCIATION

566

Dec 31, 18

+566

0.00%

WealthTrust-Arizona, LLC

226

Dec 31, 18

+210

0.00%

RAND WEALTH, LLC

60.44K

Sep 30, 18

+4.55K

0.00%

HC Financial Advisors, Inc.

16.93K

Sep 30, 18

+816

0.00%

Vestpro Financial Partners, Inc. dba CPF Texas

10.07K

Sep 30, 18

0.00%

Zions Bancorporation

5.31K

Sep 30, 18

-924

0.00%

KHP Capital, LLC

1.15K

Sep 30, 18

0.00%

Vantage Investment Advisors, LLC

Sep 30, 18

+50

0.00%

Edge Advisors, LLC

119.36K

Jun 30, 18

+16.80K

0.01%

CATAWBA CAPITAL MANAGEMENT /VA

26.93K

Jun 30, 18

-474

0.00%

Daniel Devine & Co

18.45K

Jun 30, 18

-3.20K

0.00%

PEAK6 Group LLC

8.83K

Jun 30, 18

+8.65K

0.00%

Credential Securities Inc.

4.40K

Jun 30, 18

-271

0.00%

SENZAR ASSET MANAGEMENT, LLC

Jun 30, 18

-127.30K

THOMASPARTNERS, INC.

3.84M

Mar 31, 18

+110.36K

0.20%

CGOV Asset Management

875.00K

Mar 31, 18

-22.81K

0.05%

DENVER INVESTMENT ADVISORS LLC

24.48K

Mar 31, 18

-432

0.00%

ARGENT TRUST Co

13.24K

Mar 31, 18

+432

0.00%

Allegis Investment Advisors, LLC

6.26K

Mar 31, 18

+223

0.00%

GENESEE VALLEY TRUST CO

3.43K

Mar 31, 18

+10

0.00%

FNY Partners Fund LP

Mar 31, 18

-205.67K

ROCKEFELLER FINANCIAL SERVICES INC

1.01M

Dec 31, 17

-50.32K

0.05%

Welch Investments, LLC

58.11K

Dec 31, 17

+1.38K

0.00%

Texan Capital Management

34.98K

Dec 31, 17

-1.65K

0.00%

Hawkins Capital L.P.

25.00K

Dec 31, 17

-65.00K

0.00%

BB&T INVESTMENT SERVICES, INC.

9.19K

Dec 31, 17

+1.53K

0.00%

Yellowstone Partners, LLC

6.46K

Dec 31, 17

-341

0.00%

Independence Trust CO

5.42K

Dec 31, 17

0.00%

Arthur Zaske & Associates, LLC

3.45K

Dec 31, 17

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-8.07K

NATIONAL PLANNING CORP

Dec 31, 17

-4.89K

UNITED STATES STEEL & CARNEGIE PENSION FUND

728.98K

Sep 30, 17

0.04%

FIC CAPITAL INC

28.57K

Sep 30, 17

-250

0.00%

Barrington Strategic Wealth Management Group LLC

20.17K

Sep 30, 17

+40

0.00%

PRIVATE CAPITAL MANAGEMENT INC

4.50K

Sep 30, 17

0.00%

Acrospire Investment Management LLC

Sep 30, 17

-600

Commonwealth Equity Services, Inc

243.55K

Jun 30, 17

+15.57K

0.01%

CAPSTONE ASSET MANAGEMENT CO

120.78K

Jun 30, 17

-7.52K

0.01%

Windsor Financial Group, LLC

58.32K

Jun 30, 17

-2.33K

0.00%

Virtu KCG Holdings LLC

57.25K

Jun 30, 17

+46.27K

0.00%

Geneva Advisors, LLC

22.88K

Jun 30, 17

-617

0.00%

Independent Portfolio Consultants, Inc.

12.58K

Jun 30, 17

-2.04K

0.00%

1st Global Advisors, Inc.

11.89K

Jun 30, 17

-610

0.00%

iAB Financial Bank

8.07K

Jun 30, 17

-183

0.00%

ABERDEEN ASSET MANAGEMENT PLC/UK

6.90K

Jun 30, 17

-2.10K

0.00%

WFG Advisors, LP

1.22K

Jun 30, 17

+337

0.00%

RONALD BLUE & CO LLC

Jun 30, 17

-2.92K

Airain ltd

Jun 30, 17

-93.21K

JANUS HENDERSON INVESTORS US LLC

1.76M

Mar 31, 17

+1.75M

0.09%

EDGE ASSET MANAGEMENT, INC

1.02M

Mar 31, 17

+101

0.05%

Perkins Investment Management, LLC

76.73K

Mar 31, 17

-6.16K

0.00%

Lebenthal Asset Management, LLC

63.07K

Mar 31, 17

+3.42K

0.00%

FIRST FINANCIAL EQUITY CORPORATION

24.27K

Mar 31, 17

+24.27K

0.00%

TIAA CREF TRUST CO FSB/MO

23.40K

Mar 31, 17

-6.01K

0.00%

R&F Capital Advisors LP

8.88K

Mar 31, 17

-1.80K

0.00%

CT Financial Advisors LLC

6.74K

Mar 31, 17

0.00%

Princeton Alpha Management LP

5.58K

Mar 31, 17

-2.93K

0.00%

BEACON TRUST CO

5.01K

Mar 31, 17

0.00%

Integrated Wealth Management

3.19K

Mar 31, 17

-55

0.00%

AGRAN LIBBIE

3.00K

Mar 31, 17

-75

0.00%

Kernodle & Katon Asset Management Group, LLC

1.49K

Mar 31, 17

+49

0.00%

Spot Trading L.L.C

645

Mar 31, 17

+645

0.00%

LBA Wealth Management, LLC

560

Mar 31, 17

+250

0.00%

BlackRock Investment Management, LLC

764.76K

Dec 31, 16

+48.78K

0.04%

BLACKROCK ADVISORS LLC

89.68K

Dec 31, 16

-182.00K

0.00%

BlackRock Institutional Trust Company, N.A.

25.97K

Dec 31, 16

+25.97K

0.00%

MSI Financial Services Inc

16.53K

Dec 31, 16

-1.12K

0.00%

Calvert Investment Management, Inc.

15.62K

Dec 31, 16

-4.38K

0.00%

Saddle Road Partners, LLC

12.49K

Dec 31, 16

0.00%

KANALY TRUST CO

10.98K

Dec 31, 16

+9.24K

0.00%

PacWest Financial Management Inc

5.36K

Dec 31, 16

-899

0.00%

INTEGRATED WEALTH COUNSEL, LLC

2.00K

Dec 31, 16

0.00%

CenterStar Fund, LLC

1.55K

Dec 31, 16

+1.55K

0.00%

HIGH POINT BANK & TRUST CO

138

Dec 31, 16

-250

0.00%

Stanford Investment Group, Inc.

131

Dec 31, 16

-119

0.00%

ADVISOR CONSULTANT NETWORK INC

75.42K

Sep 30, 16

+75.42K

0.00%

ACADIA TRUST NA

44.41K

Sep 30, 16

+2.10K

0.00%

SPERO-SMITH INVESTMENT ADVISERS INC /OH

21.48K

Sep 30, 16

-250

0.00%

NORTHROAD CAPITAL MANAGEMENT LLC

19.04K

Sep 30, 16

-47.18K

0.00%

Parametric Risk Advisors LLC

17.82K

Sep 30, 16

+4.45K

0.00%

Nichols Asset Management LLC

10.29K

Sep 30, 16

+420

0.00%

Matterhorn Capital Management, LLC

7.40K

Sep 30, 16

-4.79K

0.00%

ANCORA FAMILY WEALTH ADVISORS, LLC

3.32K

Sep 30, 16

+3.32K

0.00%

WESTPORT RESOURCES MANAGEMENT INC

1.86K

Sep 30, 16

-6.63K

0.00%

Lombard Odier Transatlantic Ltd

150

Sep 30, 16

0.00%

Tradewinds Global Investors, LLC

Sep 30, 16

-34.19K

Counsel Portfolio Services Inc.

77.99K

Jun 30, 16

0.00%

SOCIETE GENERALE

58.01K

Jun 30, 16

+58.01K

0.00%

Lebenthal Holdings,LLC

51.75K

Jun 30, 16

+42.16K

0.00%

RETIREMENT DESIGN & MANAGEMENT INC /ADV

9.87K

Jun 30, 16

-431

0.00%

Investors Capital Advisory Services

5.86K

Jun 30, 16

+333

0.00%

FIRST NIAGARA BANK

5.10K

Jun 30, 16

0.00%

BURNHAM ASSET MANAGEMENT CORP /NY/

2.95K

Jun 30, 16

-2.85K

0.00%

Visium Asset Management, LP

Jun 30, 16

-31.29K

VSR Financial Services, Inc.

Jun 30, 16

-7.01K

RUSSELL FRANK CO/

75.30K

Mar 31, 16

+37.65K

0.00%

WHV Investments, Inc.

42.22K

Mar 31, 16

-1.07M

0.00%

Gupta Wealth Management LLC

34.55K

Mar 31, 16

+6.48K

0.00%

HHG & Company, LLC

32.80K

Mar 31, 16

+1.22K

0.00%

SPECTRUM ADVISORY SERVICES INC

19.93K

Mar 31, 16

-100

0.00%

Apex Capital Management

10.56K

Mar 31, 16

+3.60K

0.00%

Alerus Investment Advisors Corp

127

Mar 31, 16

-7.20K

0.00%

Douglas C. Lane & Associates, Inc.

530.73K

Dec 31, 15

-10.33K

0.03%

Taylor, Cottrill LLC

43.43K

Dec 31, 15

+350

0.00%

Dunvegan Associates, Inc.

36.63K

Dec 31, 15

-335

0.00%

SIMMONS FIRST TRUST CO NA

16.04K

Dec 31, 15

+10.44K

0.00%

ASPIRIANT HOLDINGS S3, LLC

11.90K

Dec 31, 15

+605

0.00%

STRATTON MANAGEMENT CO

9.82K

Dec 31, 15

-200

0.00%

SMITH HAYES Advisers, Inc

3.18K

Dec 31, 15

+47

0.00%

TREVOR STEWART BURTON & JACOBSEN INC

2.87K

Dec 31, 15

-70

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-10.80K

Santa Fe Partners LLC

Dec 31, 15

-3.91K

MID CONTINENT CAPITAL LLC/IL

300.85K

Sep 30, 15

-1.78K

0.02%

FIDGEON TIMOTHY F

63.70K

Sep 30, 15

-1.16K

0.00%

TREES INVESTMENT COUNSEL LLC

31.41K

Sep 30, 15

-500

0.00%

CITY NATIONAL BANK

28.72K

Sep 30, 15

+2.99K

0.00%

J.P. Turner & Co Capital Mnagement, LLC

27.27K

Sep 30, 15

+27.27K

0.00%

ARGENT TRUST COMPANY, N.A.

12.23K

Sep 30, 15

-19

0.00%

Trust CO of the Ozarks

11.27K

Sep 30, 15

-375

0.00%

OFI Advisors LLC

2.36K

Sep 30, 15

-30

0.00%

Aris Wealth Services, Inc.

426

Sep 30, 15

-763

0.00%

Invictus RG Pte. Ltd.

271

Sep 30, 15

-255

0.00%

MANAGED ACCOUNT ADVISORS LLC

3.86M

Jun 30, 15

-41.65K

0.20%

Quadrature Capital LLP

11.60K

Jun 30, 15

+11.60K

0.00%

INVESTORS TRUST INC

9.20K

Jun 30, 15

0.00%

BOSTON PRIVATE BANK & TRUST CO

102.20K

Mar 31, 15

+8.18K

0.01%

BAIRD ROBERT W & CO INC /WI/

73.39K

Mar 31, 15

-5.34K

0.00%

STERNE AGEE GROUP, INC.

40.47K

Mar 31, 15

-23

0.00%

First Allied Asset Management, Inc.

3.95K

Mar 31, 15

+872

0.00%

Bank of Kentucky, Inc.

2.12K

Mar 31, 15

0.00%

STANCORP INVESTMENT ADVISERS INC

1.73K

Mar 31, 15

0.00%

Mariner Wealth Advisors-NYC, LLC

1.48K

Mar 31, 15

+1.48K

0.00%

PHILADELPHIA INTERNATIONAL ADVISORS LP

Mar 31, 15

-88.48K

Placemark Investments, Inc.

167.44K

Dec 31, 14

+513

0.01%

CONCORD ASSET MANAGEMENT LLC

93.51K

Dec 31, 14

-1.92K

0.00%

ELEFANTE MICHAEL B

33.16K

Dec 31, 14

-56.65K

0.00%

Dominick & Dominick LLC

29.46K

Dec 31, 14

0.00%

SHAPIRO ROBERT N

17.54K

Dec 31, 14

+42

0.00%

FOUNDERS BANK & TRUST

11.32K

Dec 31, 14

-454

0.00%

COLUMBIA CAPITAL LLC

8.54K

Dec 31, 14

+2.01K

0.00%

Li Winifred I

2.52K

Dec 31, 14

-200

0.00%

NEW ENGLAND SECURITIES CORP /MA/

1.46K

Dec 31, 14

-60

0.00%

Zions Trust, National Association

300

Dec 31, 14

0.00%

Gary Goldberg Planning Services Inc

230

Dec 31, 14

0.00%

UBS AG

4.62M

Sep 30, 14

+236.34K

0.24%

SEI TRUST CO

288.82K

Sep 30, 14

-9.87K

0.02%

Stifel Trust Company, N.A.

50.74K

Sep 30, 14

-575

0.00%

COMMUNITY BANK SYSTEM, INC.

38.55K

Sep 30, 14

-650

0.00%

1919 Investment Counsel, LLC

15.81K

Sep 30, 14

+3.49K

0.00%

Banyan Partners, LLC

10.10K

Sep 30, 14

-2.35K

0.00%

McAdams Wright Ragen, Inc.

9.08K

Sep 30, 14

-96

0.00%

WILMINGTON TRUST CO

193.33K

Jun 30, 14

-693

0.01%

Wilmington Trust, National Association

50.13K

Jun 30, 14

-1.21K

0.00%

KMS FINANCIAL SERVICES, INC

10.60K

Jun 30, 14

-32.88K

0.00%

LILLEY & CO

4.27K

Jun 30, 14

-1.24K

0.00%

Strategic Capital Group LLC

500

Jun 30, 14

0.00%

CHARTWELL INVESTMENT PARTNERS/PA

31.43K

Mar 31, 14

+390

0.00%

SAC Capital Advisors LP

12.82K

Mar 31, 14

+4.29K

0.00%

TOWER TRUST Co

7.57K

Mar 31, 14

0.00%

GlobalBridge, Inc.

6.04K

Mar 31, 14

+190

0.00%

RIVERSVILLE CAPITAL, INC.

Mar 31, 14

-1.52K

Jane Street Holding, LLC

54.30K

Dec 31, 13

+14.62K

0.00%

Sanibel Captiva Investment Advisers, Inc.

15.23K

Dec 31, 13

+4.10K

0.00%

del Rey Global Investors, LLC

14.90K

Dec 31, 13

-2.39K

0.00%

Madison Scottsdale, LC

Dec 31, 13

-1.00K

NORTHERN TRUST CO OF CONNECTICUT

Dec 31, 13

-412.31K

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

Dec 31, 13

-11.47K

Fiera Capital Inc.

441.65K

Sep 30, 13

+146.38K

0.02%

STIFEL NICOLAUS & CO INC \MO\

103.13K

Sep 30, 13

-31.95K

0.01%

Signator Financial Services, Inc.

607

Sep 30, 13

0.00%

KNIGHT CAPITAL GROUP LLC

18.63K

Jun 30, 13

-17.57K

0.00%

MANULIFE INVESTMENT MANAGEMENT (US) LLC

2.49M

Mar 31, 13

-2.23K

0.13%

Manulife Investment Management (North America) Ltd

Mar 31, 13

-322.21K

JAM Partners, LP

45.60K

Dec 31, 12

+45.60K

0.00%

Westwood Advisors, L.L.C.

14.90K

Sep 30, 12

+14.90K

0.00%

First Allied Securities, Inc.

12.94K

Jun 30, 12

+1.38K

0.00%

MFS INVESTMENT MANAGEMENT CANADA LTD

1.32M

Dec 31, 11

+1.32M

0.07%

AUSTIN CALVERT & FLAVIN INC

75.28K

Dec 31, 11

+68.89K

0.00%

Boston Trust Walden Co

Dec 31, 11

-5.11K

CSI CAPITAL MANAGEMENT, INC.

Jun 30, 11

-79.86K

abrdn Inc.

7.20K

Dec 31, 10

+7.20K

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

3.51K

Dec 31, 10

+3.10K

0.00%

VALUE LINE INC

40.32K

Sep 30, 10

+32.00K

0.00%

GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC

15.54K

Jun 30, 10

+1.37K

0.00%

BROWN INVESTMENT ADVISORY & TRUST CO

9.25K

Mar 31, 10

-100

0.00%

FREESTONE CAPITAL MANAGEMENT LLC

9.60K

Dec 31, 09

+9.60K

0.00%

RBC Private Counsel (USA) Inc.

6.43K

Sep 30, 09

+410

0.00%

RBC Phillips, Hager & North Investment Counsel Inc.

845

Sep 30, 09

-44

0.00%

RBC TRUSTEES (Jersey) LTD

750

Sep 30, 09

+750

0.00%

RBC Dominion Securities Inc.

56.97K

Dec 31, 08

-8.61K

0.00%

LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST

73.08K

Jun 30, 08

+52.25K

0.00%

PEOPLES BANCORP INC

5.49K

Sep 30, 07

-850

0.00%

GLENS FALLS NATIONAL BANK & TRUST CO /NY

1.48K

Sep 30, 07

+1.48K

0.00%

AMERITAS LIFE INSURANCE CORP

47.80K

Jun 30, 07

-13.15K

0.00%

Viking Mutual Funds

60.01K

Dec 31, 06

+60.01K

0.00%

Symmetry Capital Management, LLC

8.41K

Jun 30, 06

-19.13K

0.00%

RBC CMA LLC

2.00K

Jun 30, 06

+2.00K

0.00%

Meehan Mutual Funds, Inc.

40.93K

Mar 31, 06

+13.39K

0.00%

Arlington Asset Investment Corp.

14.18K

Dec 31, 05

+14.18K

0.00%

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

70.06K

Dec 31, 04

+9.36K

0.00%

CIBC Private Wealth Advisors, Inc.

8.76K

Sep 30, 03

-430

0.00%

RBC Capital Markets, LLC

1.88K

Mar 31, 01

+1.88K

0.00%

Allspring Global Investments, LLC

55.00K

Jun 30, 99

+55.00K

0.00%