NWG(NWG)
NWG
Institutional Ownership
Top 503 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Fisher Asset Management, LLC | 42.48M | Mar 31, 26 | +1.57M | 2.14% |
| FMR LLC | 14.57M | Mar 31, 26 | +2.15M | 0.73% |
| NATIXIS ADVISORS, L.P. | 12.82M | Mar 31, 26 | -583.42K | 0.64% |
| Capital International Investors | 12.77M | Mar 31, 26 | -590.64K | 0.64% |
| JONES FINANCIAL COMPANIES LLLP | 12.48M | Mar 31, 26 | +12.42M | 0.63% |
| MORGAN STANLEY | 8.41M | Mar 31, 26 | -2.65M | 0.42% |
| GOLDMAN SACHS GROUP INC | 7.22M | Mar 31, 26 | +352.12K | 0.36% |
| BANK OF AMERICA CORP /DE/ | 6.95M | Mar 31, 26 | +1.05M | 0.35% |
| Clearbridge Investments, LLC | 5.15M | Mar 31, 26 | -2.08M | 0.26% |
| NORTHERN TRUST CORP | 5.07M | Mar 31, 26 | +512.40K | 0.25% |
| DIMENSIONAL FUND ADVISORS LP | 5.01M | Mar 31, 26 | +2.41K | 0.25% |
| TODD ASSET MANAGEMENT LLC | 3.91M | Mar 31, 26 | -327.47K | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 3.60M | Mar 31, 26 | -253.17K | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 3.18M | Mar 31, 26 | +139.19K | 0.16% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2.99M | Mar 31, 26 | +1.40M | 0.15% |
| ROYAL BANK OF CANADA | 2.91M | Mar 31, 26 | -148.03K | 0.15% |
| BlackRock, Inc. | 2.84M | Mar 31, 26 | -282.90K | 0.14% |
| AMERICAN CENTURY COMPANIES INC | 2.52M | Mar 31, 26 | +462.79K | 0.13% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2.49M | Mar 31, 26 | -319.51K | 0.13% |
| WELLS FARGO & COMPANY/MN | 2.37M | Mar 31, 26 | -342.17K | 0.12% |
| JPMORGAN CHASE & CO | 2.34M | Mar 31, 26 | +981.07K | 0.12% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.25M | Mar 31, 26 | +30.60K | 0.11% |
| JANE STREET GROUP, LLC | 2.21M | Mar 31, 26 | +2.19M | 0.11% |
| CIBC WORLD MARKET INC. | 1.81M | Mar 31, 26 | +80.69K | 0.09% |
| MILLENNIUM MANAGEMENT LLC | 1.75M | Mar 31, 26 | +152.73K | 0.09% |
| MARSHALL WACE, LLP | 1.71M | Mar 31, 26 | +1.67M | 0.09% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.33M | Mar 31, 26 | -36.18K | 0.07% |
| ABC ARBITRAGE SA | 1.29M | Mar 31, 26 | -134.05K | 0.06% |
| UBS Group AG | 1.15M | Mar 31, 26 | +806.98K | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 1.12M | Mar 31, 26 | +110.00K | 0.06% |
| Quantinno Capital Management LP | 889.53K | Mar 31, 26 | +109.34K | 0.04% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 877.22K | Mar 31, 26 | -85.16K | 0.04% |
| UBS ASSET MANAGEMENT AMERICAS INC | 683.14K | Mar 31, 26 | +652.79K | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 643.26K | Mar 31, 26 | +19.54K | 0.03% |
| Pathstone Holdings, LLC | 581.00K | Mar 31, 26 | +197.48K | 0.03% |
| CAPITAL FUND MANAGEMENT S.A. | 576.75K | Mar 31, 26 | -133.79K | 0.03% |
| SEI INVESTMENTS CO | 566.65K | Mar 31, 26 | +127.00K | 0.03% |
| Neuberger Berman Group LLC | 566.43K | Mar 31, 26 | +50.48K | 0.03% |
| QRG CAPITAL MANAGEMENT, INC. | 496.32K | Mar 31, 26 | +43.28K | 0.02% |
| LPL Financial LLC | 478.22K | Mar 31, 26 | -78.91K | 0.02% |
| Boston Partners | 477.76K | Mar 31, 26 | -37.28K | 0.02% |
| Bank of New York Mellon Corp | 473.76K | Mar 31, 26 | +37.90K | 0.02% |
| ALLIANCEBERNSTEIN L.P. | 456.59K | Mar 31, 26 | -61.60K | 0.02% |
| RITHOLTZ WEALTH MANAGEMENT | 420.71K | Mar 31, 26 | +32.31K | 0.02% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 406.52K | Mar 31, 26 | +406.52K | 0.02% |
| Brinker Capital Investments, LLC | 397.29K | Mar 31, 26 | -113.54K | 0.02% |
| STIFEL FINANCIAL CORP | 394.90K | Mar 31, 26 | -21.95K | 0.02% |
| NewEdge Wealth, LLC | 388.76K | Mar 31, 26 | +65.36K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 388.15K | Mar 31, 26 | -1.23K | 0.02% |
| US BANCORP \DE\ | 363.05K | Mar 31, 26 | -154.61K | 0.02% |
| Qube Research & Technologies Ltd | 359.67K | Mar 31, 26 | -462.74K | 0.02% |
| EAGLE GLOBAL ADVISORS LLC | 357.54K | Mar 31, 26 | +1.41K | 0.02% |
| Gradient Investments LLC | 330.82K | Mar 31, 26 | +330.82K | 0.02% |
| Cerity Partners LLC | 324.95K | Mar 31, 26 | +38.98K | 0.02% |
| MML INVESTORS SERVICES, LLC | 310.59K | Mar 31, 26 | -96.74K | 0.02% |
| Vestmark Advisory Solutions, Inc. | 298.09K | Mar 31, 26 | -101.75K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 292.64K | Mar 31, 26 | +89.16K | 0.01% |
| BANK OF MONTREAL /CAN/ | 279.25K | Mar 31, 26 | -1.02M | 0.01% |
| Creative Planning | 277.19K | Mar 31, 26 | -33.20K | 0.01% |
| TUDOR INVESTMENT CORP ET AL | 276.74K | Mar 31, 26 | +276.74K | 0.01% |
| Point72 Asset Management, L.P. | 275.57K | Mar 31, 26 | -930.67K | 0.01% |
| Crossmark Global Holdings, Inc. | 274.54K | Mar 31, 26 | -22.07K | 0.01% |
| Seascape Capital Management | 271.49K | Mar 31, 26 | -486 | 0.01% |
| Campbell & CO Investment Adviser LLC | 269.55K | Mar 31, 26 | +153.05K | 0.01% |
| FIRST TRUST ADVISORS LP | 269.34K | Mar 31, 26 | -21.41K | 0.01% |
| Cetera Investment Advisers | 259.81K | Mar 31, 26 | -26.70K | 0.01% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 241.31K | Mar 31, 26 | +49.03K | 0.01% |
| Mariner, LLC | 236.29K | Mar 31, 26 | +18.26K | 0.01% |
| Ethic Inc. | 235.76K | Mar 31, 26 | -37.53K | 0.01% |
| Bridgewater Associates, LP | 229.41K | Mar 31, 26 | -291.68K | 0.01% |
| HighTower Advisors, LLC | 213.29K | Mar 31, 26 | -457 | 0.01% |
| WINTON GROUP Ltd | 211.00K | Mar 31, 26 | +211.00K | 0.01% |
| OLD MISSION CAPITAL LLC | 208.23K | Mar 31, 26 | +177.56K | 0.01% |
| TWO SIGMA INVESTMENTS, LP | 191.42K | Mar 31, 26 | +123.55K | 0.01% |
| Aquatic Capital Management LLC | 188.43K | Mar 31, 26 | +76.97K | 0.01% |
| Sanders Capital, LLC | 185.06K | Mar 31, 26 | -20.40K | 0.01% |
| Sanctuary Advisors, LLC | 176.38K | Mar 31, 26 | -9.23K | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 174.02K | Mar 31, 26 | -19.69K | 0.01% |
| Colony Group, LLC | 173.47K | Mar 31, 26 | +19.88K | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 172.53K | Mar 31, 26 | -874 | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 169.66K | Mar 31, 26 | -69.53K | 0.01% |
| Redhawk Wealth Advisors, Inc. | 165.72K | Mar 31, 26 | -17.82K | 0.01% |
| BI Asset Management Fondsmaeglerselskab A/S | 153.87K | Mar 31, 26 | +153.87K | 0.01% |
| Callan Family Office, LLC | 152.95K | Mar 31, 26 | +7.75K | 0.01% |
| Vident Advisory, LLC | 147.45K | Mar 31, 26 | +12.91K | 0.01% |
| Caprock Group, LLC | 142.96K | Mar 31, 26 | -6.60K | 0.01% |
| HRT FINANCIAL LP | 140.00K | Mar 31, 26 | -157.16K | 0.01% |
| XTX Topco Ltd | 136.88K | Mar 31, 26 | -54.25K | 0.01% |
| CITIGROUP INC | 136.06K | Mar 31, 26 | -22.83K | 0.01% |
| BTC Capital Management, Inc. | 127.75K | Mar 31, 26 | +27.86K | 0.01% |
| Graham Capital Management, L.P. | 127.14K | Mar 31, 26 | -19.83K | 0.01% |
| Atria Investments, Inc | 126.60K | Mar 31, 26 | -11.38K | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 123.32K | Mar 31, 26 | -1.08K | 0.01% |
| Skopos Labs, Inc. | 122.45K | Mar 31, 26 | -2.80K | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 121.30K | Mar 31, 26 | +121.30K | 0.01% |
| Entropy Technologies, LP | 120.98K | Mar 31, 26 | +33.93K | 0.01% |
| Janney Montgomery Scott LLC | 118.40K | Mar 31, 26 | -5.18K | 0.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 111.62K | Mar 31, 26 | +8.66K | 0.01% |
| Strategic Global Advisors, LLC | 110.60K | Mar 31, 26 | +23.47K | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 109.94K | Mar 31, 26 | +9.28K | 0.01% |
| Russell Investments Group, Ltd. | 108.04K | Mar 31, 26 | +5.36K | 0.01% |
| PARK AVENUE SECURITIES LLC | 107.19K | Mar 31, 26 | -34.15K | 0.01% |
| ASSETMARK, INC | 102.44K | Mar 31, 26 | -12.31K | 0.01% |
| TRUIST FINANCIAL CORP | 101.36K | Mar 31, 26 | -7.51K | 0.01% |
| Integrated Quantitative Investments LLC | 101.14K | Mar 31, 26 | +83.78K | 0.01% |
| Qtron Investments LLC | 95.19K | Mar 31, 26 | -3.40K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 94.16K | Mar 31, 26 | +6.64K | 0.00% |
| 1832 Asset Management L.P. | 92.18K | Mar 31, 26 | +16.44K | 0.00% |
| AMERIPRISE FINANCIAL INC | 90.02K | Mar 31, 26 | +2.77K | 0.00% |
| Venturi Wealth Management, LLC | 88.75K | Mar 31, 26 | -695 | 0.00% |
| BAROMETER CAPITAL MANAGEMENT INC. | 87.50K | Mar 31, 26 | +78.98K | 0.00% |
| CI Private Wealth, LLC | 86.44K | Mar 31, 26 | +10.85K | 0.00% |
| Engineers Gate Manager LP | 85.96K | Mar 31, 26 | +85.96K | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 81.96K | Mar 31, 26 | -88.52K | 0.00% |
| Rehmann Capital Advisory Group | 81.69K | Mar 31, 26 | +4.44K | 0.00% |
| LAIRD NORTON TRUST COMPANY, LLC | 80.34K | Mar 31, 26 | -677 | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79.81K | Mar 31, 26 | -34.73K | 0.00% |
| Point Nemo Capital, LLC | 79.02K | Mar 31, 26 | +79.02K | 0.00% |
| Vise Technologies, Inc. | 78.40K | Mar 31, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 77.23K | Mar 31, 26 | +2.98K | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 76.55K | Mar 31, 26 | -18.65K | 0.00% |
| Prosperity Consulting Group, LLC | 70.03K | Mar 31, 26 | +70.03K | 0.00% |
| IEQ CAPITAL, LLC | 69.53K | Mar 31, 26 | +8.63K | 0.00% |
| Marks Group Wealth Management, Inc | 69.44K | Mar 31, 26 | -25.99K | 0.00% |
| Legacy Wealth Asset Management, LLC | 67.85K | Mar 31, 26 | -1.56K | 0.00% |
| Summit Global Investments | 66.75K | Mar 31, 26 | +8.80K | 0.00% |
| Advisors Asset Management, Inc. | 65.96K | Mar 31, 26 | +11.21K | 0.00% |
| Kathmere Capital Management, LLC | 65.17K | Mar 31, 26 | -500 | 0.00% |
| Prospera Financial Services Inc | 65.10K | Mar 31, 26 | -98.02K | 0.00% |
| Schonfeld Strategic Advisors LLC | 65.06K | Mar 31, 26 | -268.94K | 0.00% |
| Atomi Financial Group, Inc. | 64.21K | Mar 31, 26 | -6.90K | 0.00% |
| SIGNATUREFD, LLC | 63.98K | Mar 31, 26 | -5.03K | 0.00% |
| Capital World Investors | 63.49K | Mar 31, 26 | -1.83K | 0.00% |
| GeoWealth Management, LLC | 63.44K | Mar 31, 26 | +35.26K | 0.00% |
| Catalytic Wealth RIA, LLC | 61.86K | Mar 31, 26 | +35.54K | 0.00% |
| Dorsey & Whitney Trust CO LLC | 60.66K | Mar 31, 26 | +141 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 60.43K | Mar 31, 26 | -4.44K | 0.00% |
| NewEdge Advisors, LLC | 59.73K | Mar 31, 26 | +2.33K | 0.00% |
| GLENMEDE TRUST CO NA | 59.41K | Mar 31, 26 | +1.99K | 0.00% |
| GUGGENHEIM CAPITAL LLC | 57.62K | Mar 31, 26 | +12.45K | 0.00% |
| OPPENHEIMER & CO INC | 57.33K | Mar 31, 26 | -1.47K | 0.00% |
| Aaron Wealth Advisors LLC | 56.41K | Mar 31, 26 | +8.03K | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 55.52K | Mar 31, 26 | +3.45K | 0.00% |
| Ronald Blue Trust, Inc. | 55.23K | Mar 31, 26 | -8.86K | 0.00% |
| BENJAMIN EDWARDS INC | 54.91K | Mar 31, 26 | +8.26K | 0.00% |
| Naviter Wealth, LLC | 54.13K | Mar 31, 26 | +7.11K | 0.00% |
| RHUMBLINE ADVISERS | 53.21K | Mar 31, 26 | +4.77K | 0.00% |
| DRW Securities, LLC | 52.55K | Mar 31, 26 | +12.28K | 0.00% |
| Gallacher Capital Management LLC | 51.33K | Mar 31, 26 | +1.31K | 0.00% |
| RBF Capital, LLC | 50.00K | Mar 31, 26 | -- | 0.00% |
| Summit Trail Advisors, LLC | 48.93K | Mar 31, 26 | +48.93K | 0.00% |
| Baron Wealth Management LLC | 48.06K | Mar 31, 26 | -489 | 0.00% |
| Squarepoint Ops LLC | 47.95K | Mar 31, 26 | +47.95K | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 47.79K | Mar 31, 26 | -497 | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 46.82K | Mar 31, 26 | +29.16K | 0.00% |
| Goldstone Financial Group, LLC | 46.77K | Mar 31, 26 | -11.29K | 0.00% |
| Sequoia Financial Advisors, LLC | 46.49K | Mar 31, 26 | -4.49K | 0.00% |
| Allspring Global Investments Holdings, LLC | 46.42K | Mar 31, 26 | +9.91K | 0.00% |
| Smartleaf Asset Management LLC | 45.83K | Mar 31, 26 | +3.37K | 0.00% |
| Sivia Capital Partners, LLC | 45.62K | Mar 31, 26 | -5.41K | 0.00% |
| Private Advisor Group, LLC | 45.39K | Mar 31, 26 | +401 | 0.00% |
| CHOREO, LLC | 44.66K | Mar 31, 26 | +2.65K | 0.00% |
| Ballentine Partners, LLC | 44.40K | Mar 31, 26 | -767 | 0.00% |
| Mount Yale Investment Advisors, LLC | 43.64K | Mar 31, 26 | -4.36K | 0.00% |
| CSS LLC/IL | 41.46K | Mar 31, 26 | -- | 0.00% |
| Sterling Capital Management LLC | 41.21K | Mar 31, 26 | +17.55K | 0.00% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 41.08K | Mar 31, 26 | -- | 0.00% |
| DAVENPORT & Co LLC | 40.34K | Mar 31, 26 | -2.77K | 0.00% |
| Rockefeller Capital Management L.P. | 39.87K | Mar 31, 26 | +19.91K | 0.00% |
| D'Orazio & Associates, Inc. | 39.40K | Mar 31, 26 | -24 | 0.00% |
| Savant Capital, LLC | 39.26K | Mar 31, 26 | +2.50K | 0.00% |
| Integrated Wealth Concepts LLC | 38.71K | Mar 31, 26 | +3.02K | 0.00% |
| Merit Financial Group, LLC | 38.70K | Mar 31, 26 | +6.77K | 0.00% |
| LVW Advisors, LLC | 37.08K | Mar 31, 26 | +4.13K | 0.00% |
| M&T BANK CORP | 36.68K | Mar 31, 26 | -694 | 0.00% |
| Concurrent Investment Advisors, LLC | 36.65K | Mar 31, 26 | +7.30K | 0.00% |
| Bleakley Financial Group, LLC | 36.17K | Mar 31, 26 | -15.63K | 0.00% |
| Advisors Preferred, LLC | 34.50K | Mar 31, 26 | +34.50K | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 33.95K | Mar 31, 26 | -10.22K | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 33.89K | Mar 31, 26 | -25.92K | 0.00% |
| Impact Investors, Inc | 33.15K | Mar 31, 26 | +33.15K | 0.00% |
| FRANKLIN RESOURCES INC | 32.45K | Mar 31, 26 | +2.00K | 0.00% |
| Farringdon Capital, Ltd. | 32.11K | Mar 31, 26 | -146.90K | 0.00% |
| Versant Capital Management, Inc | 31.26K | Mar 31, 26 | +5.64K | 0.00% |
| Farther Finance Advisors, LLC | 30.61K | Mar 31, 26 | +27 | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 30.59K | Mar 31, 26 | -- | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 29.44K | Mar 31, 26 | +19.33K | 0.00% |
| Quantbot Technologies LP | 29.33K | Mar 31, 26 | -63.96K | 0.00% |
| JANUS HENDERSON GROUP PLC | 29.30K | Mar 31, 26 | +11.69K | 0.00% |
| Clearstead Advisors, LLC | 28.70K | Mar 31, 26 | +28.58K | 0.00% |
| Ellevest, Inc. | 28.67K | Mar 31, 26 | -8.11K | 0.00% |
| HB Wealth Management, LLC | 28.36K | Mar 31, 26 | +524 | 0.00% |
| Resources Investment Advisors, LLC. | 27.61K | Mar 31, 26 | -9.43K | 0.00% |
| SAGESPRING WEALTH PARTNERS, LLC | 27.54K | Mar 31, 26 | -971 | 0.00% |
| TD Waterhouse Canada Inc. | 26.70K | Mar 31, 26 | -501.44K | 0.00% |
| Portside Wealth Group, LLC | 25.99K | Mar 31, 26 | -9.74K | 0.00% |
| OLD NATIONAL BANCORP /IN/ | 24.72K | Mar 31, 26 | +2.23K | 0.00% |
| Wealth Alliance | 23.78K | Mar 31, 26 | -7.69K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23.60K | Mar 31, 26 | +3.60K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 23.53K | Mar 31, 26 | +6.32K | 0.00% |
| TCG Advisory Services, LLC | 23.47K | Mar 31, 26 | +1.60K | 0.00% |
| SYM FINANCIAL Corp | 23.15K | Mar 31, 26 | +28 | 0.00% |
| QP WEALTH MANAGEMENT, LLC | 22.55K | Mar 31, 26 | -11.72K | 0.00% |
| Hardy Reed LLC | 22.29K | Mar 31, 26 | -21 | 0.00% |
| COMMERCE BANK | 22.15K | Mar 31, 26 | -388 | 0.00% |
| BLAIR WILLIAM & CO/IL | 21.85K | Mar 31, 26 | +5.26K | 0.00% |
| Ascent Group, LLC | 21.83K | Mar 31, 26 | +682 | 0.00% |
| PRINCIPAL SECURITIES, INC. | 21.82K | Mar 31, 26 | +531 | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 21.78K | Mar 31, 26 | +517 | 0.00% |
| SYON CAPITAL LLC | 21.18K | Mar 31, 26 | -1.36K | 0.00% |
| Dynasty Wealth Management, LLC | 21.17K | Mar 31, 26 | -1.07K | 0.00% |
| IHT Wealth Management, LLC | 21.06K | Mar 31, 26 | +1.13K | 0.00% |
| Beacon Pointe Advisors, LLC | 20.18K | Mar 31, 26 | +20.18K | 0.00% |
| Waverly Advisors, LLC | 20.17K | Mar 31, 26 | -10.02K | 0.00% |
| GAMMA Investing LLC | 20.15K | Mar 31, 26 | +664 | 0.00% |
| CERTIOR FINANCIAL GROUP, LLC | 19.57K | Mar 31, 26 | +19.57K | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.90K | Mar 31, 26 | -2.28K | 0.00% |
| Mattson Financial Services, LLC | 18.84K | Mar 31, 26 | +18.84K | 0.00% |
| Aprio Wealth Management, LLC | 18.73K | Mar 31, 26 | -567 | 0.00% |
| Tower Research Capital LLC (TRC) | 18.47K | Mar 31, 26 | +16.25K | 0.00% |
| EverSource Wealth Advisors, LLC | 18.25K | Mar 31, 26 | +4.79K | 0.00% |
| Arlington Capital Management, Inc. | 18.00K | Mar 31, 26 | +823 | 0.00% |
| Brown Financial Advisors | 17.69K | Mar 31, 26 | +17.69K | 0.00% |
| MGO ONE SEVEN LLC | 17.18K | Mar 31, 26 | -3.31K | 0.00% |
| Kingsview Wealth Management, LLC | 16.84K | Mar 31, 26 | +1.01K | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | 16.72K | Mar 31, 26 | +16.72K | 0.00% |
| First Affirmative Financial Network | 16.69K | Mar 31, 26 | +16.69K | 0.00% |
| NORDEN GROUP LLC | 16.64K | Mar 31, 26 | -4.77K | 0.00% |
| Pure Financial Advisors, LLC | 16.47K | Mar 31, 26 | +5.89K | 0.00% |
| Gibbs Wealth Management | 16.26K | Mar 31, 26 | +5.09K | 0.00% |
| WEDBUSH SECURITIES INC | 16.23K | Mar 31, 26 | +412 | 0.00% |
| Perigon Wealth Management, LLC | 15.59K | Mar 31, 26 | +244 | 0.00% |
| BALDWIN BROTHERS LLC/MA | 15.52K | Mar 31, 26 | -- | 0.00% |
| Hilltop National Bank | 14.49K | Mar 31, 26 | -941 | 0.00% |
| Apollon Wealth Management, LLC | 14.45K | Mar 31, 26 | +2.62K | 0.00% |
| May Hill Capital, LLC | 14.25K | Mar 31, 26 | -4.13K | 0.00% |
| Trust Point Inc. | 14.17K | Mar 31, 26 | +3.13K | 0.00% |
| Savvy Advisors, Inc. | 14.06K | Mar 31, 26 | +3.83K | 0.00% |
| Prime Capital Investment Advisors, LLC | 13.99K | Mar 31, 26 | -1.81K | 0.00% |
| PERSONAL CFO SOLUTIONS, LLC | 13.97K | Mar 31, 26 | +3.87K | 0.00% |
| PDS Planning, Inc | 13.84K | Mar 31, 26 | -- | 0.00% |
| Cresset Asset Management, LLC | 13.32K | Mar 31, 26 | +13.32K | 0.00% |
| Parallel Advisors, LLC | 13.15K | Mar 31, 26 | +941 | 0.00% |
| BRANDES INVESTMENT PARTNERS, LP | 12.88K | Mar 31, 26 | -483.69K | 0.00% |
| Cornerstone Select Advisors, LLC | 12.86K | Mar 31, 26 | +447 | 0.00% |
| Five Oceans Advisors | 12.68K | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 12.65K | Mar 31, 26 | +2.73K | 0.00% |
| STATE STREET CORP | 12.50K | Mar 31, 26 | -- | 0.00% |
| Checchi Capital Advisers, LLC | 12.45K | Mar 31, 26 | +267 | 0.00% |
| PINNACLE ASSOCIATES LTD | 12.32K | Mar 31, 26 | +12.32K | 0.00% |
| Pinnacle Wealth Management Advisory Group, LLC | 12.32K | Mar 31, 26 | +12.32K | 0.00% |
| SAGE RHINO CAPITAL LLC | 12.28K | Mar 31, 26 | +243 | 0.00% |
| GREENLEAF TRUST | 12.17K | Mar 31, 26 | -1.48K | 0.00% |
| Buckingham Strategic Partners | 12.06K | Mar 31, 26 | +1.66K | 0.00% |
| Advisory Services Network, LLC | 12.05K | Mar 31, 26 | +12.05K | 0.00% |
| Optas, LLC | 11.79K | Mar 31, 26 | -1.05K | 0.00% |
| Arkadios Wealth Advisors | 11.40K | Mar 31, 26 | +286 | 0.00% |
| Valeo Financial Advisors, LLC | 11.39K | Mar 31, 26 | -4.62K | 0.00% |
| Americana Partners, LLC | 11.29K | Mar 31, 26 | +41 | 0.00% |
| Evergreen Wealth Solutions, LLC | 11.27K | Mar 31, 26 | -1.25K | 0.00% |
| Larson Financial Group LLC | 11.25K | Mar 31, 26 | +9.04K | 0.00% |
| Toroso Investments, LLC | 11.22K | Mar 31, 26 | -10.44K | 0.00% |
| Cromwell Holdings LLC | 10.97K | Mar 31, 26 | -- | 0.00% |
| FIDUCIARY TRUST CO | 10.91K | Mar 31, 26 | -182 | 0.00% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 10.89K | Mar 31, 26 | +10.89K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 10.87K | Mar 31, 26 | -455 | 0.00% |
| STEPHENS INC /AR/ | 10.80K | Mar 31, 26 | -3.59K | 0.00% |
| Traveka Wealth, LLC | 10.49K | Mar 31, 26 | +367 | 0.00% |
| IMC-Chicago, LLC | 10.34K | Mar 31, 26 | +10.34K | 0.00% |
| Elequin Securities, LLC | 10.32K | Mar 31, 26 | +10.32K | 0.00% |
| Pensionmark Financial Group, LLC | 10.26K | Mar 31, 26 | -441 | 0.00% |
| Horizon Investments, LLC | 10.09K | Mar 31, 26 | +4.18K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.04K | Mar 31, 26 | +10.04K | 0.00% |
| HUNTINGTON NATIONAL BANK | 9.31K | Mar 31, 26 | +1.21K | 0.00% |
| Addison Advisors LLC | 7.26K | Mar 31, 26 | +32 | 0.00% |
| Bruce G. Allen Investments, LLC | 6.76K | Mar 31, 26 | +291 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 6.12K | Mar 31, 26 | -9.85K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 5.90K | Mar 31, 26 | +2.20K | 0.00% |
| Spire Wealth Management | 5.50K | Mar 31, 26 | -45.82K | 0.00% |
| GHP Investment Advisors, Inc. | 5.11K | Mar 31, 26 | +5.11K | 0.00% |
| Accent Capital Management, LLC | 4.90K | Mar 31, 26 | +2.33K | 0.00% |
| Caitong International Asset Management Co., Ltd | 4.88K | Mar 31, 26 | +2.68K | 0.00% |
| Parkside Financial Bank & Trust | 4.31K | Mar 31, 26 | -129 | 0.00% |
| Federation des caisses Desjardins du Quebec | 4.21K | Mar 31, 26 | -581 | 0.00% |
| Steward Partners Investment Advisory, LLC | 4.21K | Mar 31, 26 | -459 | 0.00% |
| True Wealth Design, LLC | 4.13K | Mar 31, 26 | +692 | 0.00% |
| Allworth Financial LP | 3.81K | Mar 31, 26 | -836 | 0.00% |
| Manchester Capital Management LLC | 3.55K | Mar 31, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 3.54K | Mar 31, 26 | -764 | 0.00% |
| SRS Capital Advisors, Inc. | 3.51K | Mar 31, 26 | -3.26K | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 3.44K | Mar 31, 26 | +241 | 0.00% |
| BESSEMER GROUP INC | 2.81K | Mar 31, 26 | -2.99K | 0.00% |
| SBI Securities Co., Ltd. | 2.80K | Mar 31, 26 | +52 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 2.50K | Mar 31, 26 | +472 | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2.39K | Mar 31, 26 | -- | 0.00% |
| Destiny Wealth Partners, LLC | 2.27K | Mar 31, 26 | +2.27K | 0.00% |
| Pinnacle Bancorp, Inc. | 2.22K | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 2.05K | Mar 31, 26 | -1.22K | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.04K | Mar 31, 26 | +2.04K | 0.00% |
| Salomon & Ludwin, LLC | 1.82K | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 1.78K | Mar 31, 26 | +845 | 0.00% |
| AMERICAN NATIONAL BANK | 1.77K | Mar 31, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 1.61K | Mar 31, 26 | +891 | 0.00% |
| Whipplewood Advisors, LLC | 1.54K | Mar 31, 26 | +1.42K | 0.00% |
| JFS WEALTH ADVISORS, LLC | 1.48K | Mar 31, 26 | -- | 0.00% |
| TD Capital Management LLC | 1.45K | Mar 31, 26 | -23 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.45K | Mar 31, 26 | -80 | 0.00% |
| J.Safra Asset Management Corp | 1.38K | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 1.23K | Mar 31, 26 | -1.03K | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.14K | Mar 31, 26 | -- | 0.00% |
| Triumph Capital Management | 1.10K | Mar 31, 26 | +793 | 0.00% |
| Sound Income Strategies, LLC | 1.09K | Mar 31, 26 | +198 | 0.00% |
| Atlantic Union Bankshares Corp | 1.06K | Mar 31, 26 | -- | 0.00% |
| Key FInancial Inc | 1.01K | Mar 31, 26 | +380 | 0.00% |
| Anfield Capital Management, LLC | 945 | Mar 31, 26 | +945 | 0.00% |
| Grove Bank & Trust | 848 | Mar 31, 26 | +53 | 0.00% |
| Cornerstone Planning Group LLC | 827 | Mar 31, 26 | -11 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 825 | Mar 31, 26 | -404 | 0.00% |
| GW&K Investment Management, LLC | 815 | Mar 31, 26 | +275 | 0.00% |
| Root Financial Partners, LLC | 791 | Mar 31, 26 | -765 | 0.00% |
| Retirement Wealth Solutions LLC | 780 | Mar 31, 26 | -62 | 0.00% |
| First Command Advisory Services, Inc. | 763 | Mar 31, 26 | +763 | 0.00% |
| Bell Investment Advisors, Inc | 731 | Mar 31, 26 | -261 | 0.00% |
| SJS Investment Consulting Inc. | 728 | Mar 31, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 714 | Mar 31, 26 | +33 | 0.00% |
| WealthCollab, LLC | 645 | Mar 31, 26 | -- | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 617 | Mar 31, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 601 | Mar 31, 26 | +601 | 0.00% |
| Rossby Financial, LCC | 578 | Mar 31, 26 | +578 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 557 | Mar 31, 26 | +57 | 0.00% |
| WPG Advisers, LLC | 546 | Mar 31, 26 | -- | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 543 | Mar 31, 26 | -43 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 500 | Mar 31, 26 | +500 | 0.00% |
| Bare Financial Services, Inc | 472 | Mar 31, 26 | +132 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 447 | Mar 31, 26 | +373 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 424 | Mar 31, 26 | -- | 0.00% |
| FEDERATED HERMES, INC. | 336 | Mar 31, 26 | +146 | 0.00% |
| AMERIFLEX GROUP, INC. | 336 | Mar 31, 26 | -- | 0.00% |
| Western Wealth Management, LLC | 306 | Mar 31, 26 | +306 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 302 | Mar 31, 26 | -46 | 0.00% |
| HighMark Wealth Management LLC | 302 | Mar 31, 26 | -- | 0.00% |
| Atlantic Edge Private Wealth Management, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 288 | Mar 31, 26 | +288 | 0.00% |
| IMA Wealth, Inc. | 276 | Mar 31, 26 | -17 | 0.00% |
| Plante Moran Financial Advisors, LLC | 266 | Mar 31, 26 | -- | 0.00% |
| Park Place Capital Corp | 265 | Mar 31, 26 | -- | 0.00% |
| CVA Family Office, LLC | 257 | Mar 31, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 245 | Mar 31, 26 | +64 | 0.00% |
| Kilter Group LLC | 239 | Mar 31, 26 | +50 | 0.00% |
| CX Institutional | 234 | Mar 31, 26 | -- | 0.00% |
| RMG Wealth Management LLC | 229 | Mar 31, 26 | +229 | 0.00% |
| JNBA Financial Advisors | 212 | Mar 31, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 206 | Mar 31, 26 | -- | 0.00% |
| UMB Bank, n.a. | 205 | Mar 31, 26 | -- | 0.00% |
| Hughes Financial Services, LLC | 205 | Mar 31, 26 | -- | 0.00% |
| Lodestone Wealth Management LLC | 197 | Mar 31, 26 | -- | 0.00% |
| CITY HOLDING CO | 195 | Mar 31, 26 | -- | 0.00% |
| MBM Wealth Consultants, LLC | 189 | Mar 31, 26 | +189 | 0.00% |
| Physician Wealth Advisors, Inc. | 182 | Mar 31, 26 | -- | 0.00% |
| Dogwood Wealth Management LLC | 174 | Mar 31, 26 | -1.63K | 0.00% |
| Activest Wealth Management | 169 | Mar 31, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 168 | Mar 31, 26 | +117 | 0.00% |
| Nemes Rush Group LLC | 154 | Mar 31, 26 | -46 | 0.00% |
| NFJ INVESTMENT GROUP, LLC | 153 | Mar 31, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 147 | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 146 | Mar 31, 26 | -- | 0.00% |
| Independence Bank of Kentucky | 134 | Mar 31, 26 | -- | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 125 | Mar 31, 26 | +82 | 0.00% |
| Burk Holdings LLC | 100 | Mar 31, 26 | +100 | 0.00% |
| LRI Investments, LLC | 94 | Mar 31, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 80 | Mar 31, 26 | -- | 0.00% |
| Frazier Financial Advisors, LLC | 77 | Mar 31, 26 | +77 | 0.00% |
| ALBION FINANCIAL GROUP /UT | 71 | Mar 31, 26 | +71 | 0.00% |
| First Pacific Financial | 71 | Mar 31, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 65 | Mar 31, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 62 | Mar 31, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 59 | Mar 31, 26 | +59 | 0.00% |
| CoreCap Advisors, LLC | 55 | Mar 31, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 52 | Mar 31, 26 | -15 | 0.00% |
| Beaird Harris Wealth Management, LLC | 34 | Mar 31, 26 | -- | 0.00% |
| Virtus ETF Advisers LLC | 34 | Mar 31, 26 | -- | 0.00% |
| Asset Dedication, LLC | 31 | Mar 31, 26 | +31 | 0.00% |
| Abound Wealth Management | 30 | Mar 31, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 25 | Mar 31, 26 | +25 | 0.00% |
| JPL Wealth Management, LLC | 17 | Mar 31, 26 | +17 | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 17 | Mar 31, 26 | -- | 0.00% |
| Stone House Investment Management, LLC | 3 | Mar 31, 26 | +3 | 0.00% |
| Crewe Advisors LLC | -- | Mar 31, 26 | -267 | -- |
| Forum Financial Management, LP | -- | Mar 31, 26 | -40.70K | -- |
| Cartesian Growth Corp | -- | Mar 31, 26 | -10.19K | -- |
| BAKER TILLY WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -12.86K | -- |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -820.74K | -- |
| Abel Hall, LLC | -- | Mar 31, 26 | -22.09K | -- |
| Wealthstar Advisors, LLC | -- | Mar 31, 26 | -40.58K | -- |
| Hilltop Holdings Inc. | -- | Mar 31, 26 | -13.26K | -- |
| Petros Family Wealth, LLC | -- | Mar 31, 26 | -10.37K | -- |
| West Family Investments, Inc. | -- | Mar 31, 26 | -12.95K | -- |
| AlphaCore Capital LLC | -- | Mar 31, 26 | -18.78K | -- |
| FLOW TRADERS U.S. LLC | -- | Mar 31, 26 | -41.89K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -28.70K | -- |
| JACKSON SQUARE CAPITAL, LLC | -- | Mar 31, 26 | -44.52K | -- |
| Carter Financial Group, INC. | -- | Mar 31, 26 | -10.18K | -- |
| Consolidated Planning Corp | -- | Mar 31, 26 | -463.18K | -- |
| New Republic Capital, LLC | -- | Mar 31, 26 | -11.17K | -- |
| CHASE INVESTMENT COUNSEL CORP | -- | Mar 31, 26 | -487.00K | -- |
| INSIGNEO ADVISORY SERVICES, LLC | -- | Mar 31, 26 | -10.88K | -- |
| DEUTSCHE BANK AG\ | -- | Mar 31, 26 | -71.19K | -- |
| Icon Wealth Advisors, LLC | -- | Mar 31, 26 | -20.31K | -- |
| Murphy & Mullick Capital Management Corp | -- | Mar 31, 26 | -8 | -- |
| Keel Point, LLC | -- | Mar 31, 26 | -10.81K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Mar 31, 26 | -111.37K | -- |
| Reyes Financial Architecture, Inc. | -- | Mar 31, 26 | -246 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Mar 31, 26 | -21.98K | -- |
| Elite Wealth Management, Inc. | -- | Mar 31, 26 | -81.67K | -- |
| Scientech Research LLC | -- | Mar 31, 26 | -10.48K | -- |
| Jain Global LLC | -- | Mar 31, 26 | -52.79K | -- |
| Wealth Watch Advisors, INC | -- | Mar 31, 26 | -388 | -- |
| Shay Capital LLC | -- | Mar 31, 26 | -40.00K | -- |
| EP Wealth Advisors, LLC | -- | Mar 31, 26 | -14.92K | -- |
| PARADIGM ASSET MANAGEMENT CO LLC | -- | Mar 31, 26 | -3.30K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -11.87K | -- |
| JOHNSON INVESTMENT COUNSEL INC | -- | Mar 31, 26 | -10.42K | -- |
| Elyxium Wealth, LLC | -- | Mar 31, 26 | -102 | -- |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | -- | Mar 31, 26 | -800 | -- |
| Trexquant Investment LP | -- | Mar 31, 26 | -396.90K | -- |
| Hoxton Planning & Management, LLC | -- | Mar 31, 26 | -10.07K | -- |
| Stratos Wealth Partners, LTD. | -- | Mar 31, 26 | -16.85K | -- |
| TWO SIGMA ADVISERS, LP | 92.90K | Dec 31, 25 | +43.59K | 0.00% |
| Covenant Partners, LLC | 32.16K | Dec 31, 25 | -- | 0.00% |
| Global Retirement Partners, LLC | 17.40K | Dec 31, 25 | -1.99K | 0.00% |
| Clarius Group, LLC | 14.94K | Dec 31, 25 | -- | 0.00% |
| DV EQUITIES, LLC | 11.80K | Dec 31, 25 | +11.80K | 0.00% |
| CIBC Private Wealth Group, LLC | 4.09K | Dec 31, 25 | +1.76K | 0.00% |
| SageView Advisory Group, LLC | 1.01K | Dec 31, 25 | +1.01K | 0.00% |
| REDMONT WEALTH ADVISORS LLC | 648 | Dec 31, 25 | -- | 0.00% |
| ORG Partners LLC | 400 | Dec 31, 25 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 235 | Dec 31, 25 | +4 | 0.00% |
| Ninepoint Partners LP | 172 | Dec 31, 25 | +172 | 0.00% |
| Stephens Consulting, LLC | 123 | Dec 31, 25 | +123 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 84 | Dec 31, 25 | +84 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -57 | -- |
| Blue Barn Wealth, LLC | -- | Dec 31, 25 | -16.65K | -- |
| Cubist Systematic Strategies, LLC | 1.04M | Sep 30, 25 | -606.93K | 0.05% |
| WETHERBY ASSET MANAGEMENT INC | 58.02K | Sep 30, 25 | +1.03K | 0.00% |
| Glenmede Investment Management, LP | 52.12K | Sep 30, 25 | +1.32K | 0.00% |
| PITCAIRN CO | 15.54K | Sep 30, 25 | -498 | 0.00% |
| Point72 Hong Kong Ltd | 14.00K | Sep 30, 25 | +14.00K | 0.00% |
| Binnacle Investments Inc | 349 | Sep 30, 25 | +52 | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -12.82K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 203.34K | Jun 30, 25 | +30.84K | 0.01% |
| Congress Wealth Management LLC / DE / | 32.04K | Jun 30, 25 | +1.68K | 0.00% |
| Scott Marsh Financial, LLC | 12.92K | Jun 30, 25 | +12.92K | 0.00% |
| First Horizon Advisors, Inc. | 4.04K | Jun 30, 25 | +746 | 0.00% |
| Orion Portfolio Solutions, LLC | 354.27K | Mar 31, 25 | +111.28K | 0.02% |
| Callan Capital, LLC | 22.74K | Mar 31, 25 | +3.11K | 0.00% |
| Cutter & CO Brokerage, Inc. | 17.96K | Mar 31, 25 | +17.96K | 0.00% |
| Lindbrook Capital, LLC | 13.59K | Mar 31, 25 | +213 | 0.00% |
| Schechter Investment Advisors, LLC | 12.93K | Mar 31, 25 | -358 | 0.00% |
| Vista Wealth Management Group, LLC | 12.72K | Mar 31, 25 | +985 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 76 | Mar 31, 25 | -1 | 0.00% |
| LAKE STREET ADVISORS GROUP, LLC | 31.62K | Dec 31, 24 | +332 | 0.00% |
| Zions Bancorporation, N.A. | 2.47K | Dec 31, 24 | -1 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 2.56M | Sep 30, 24 | +162.07K | 0.13% |
| SEVEN EIGHT CAPITAL, LP | 158.11K | Sep 30, 24 | +158.11K | 0.01% |
| EAGLE ASSET MANAGEMENT INC | 49.45K | Sep 30, 24 | +4.82K | 0.00% |
| RAYMOND JAMES TRUST N.A. | 35.88K | Sep 30, 24 | +1.04K | 0.00% |
| First Trust Direct Indexing L.P. | 32.06K | Sep 30, 24 | -90 | 0.00% |
| 9258 Wealth Management, LLC | 13.02K | Sep 30, 24 | -- | 0.00% |
| FinTrust Capital Advisors, LLC | 2.04K | Sep 30, 24 | -- | 0.00% |
| ClariVest Asset Management LLC | 43 | Sep 30, 24 | -- | 0.00% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -9.63K | -- |
| BlackRock Inc. | 1.76M | Jun 30, 24 | +138.77K | 0.09% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 20.29K | Jun 30, 24 | +20.29K | 0.00% |
| Grey Street Capital, LLC | 88.69K | Mar 31, 24 | +88.69K | 0.00% |
| Cetera Advisors LLC | 18.98K | Mar 31, 24 | +18.98K | 0.00% |
| Cetera Advisor Networks LLC | 10.75K | Mar 31, 24 | +319 | 0.00% |
| Moreno Evelyn V | 12.36K | Dec 31, 23 | +12.36K | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 57.06K | Sep 30, 23 | +57.06K | 0.00% |
| ADVISOR PARTNERS II, LLC | 37.66K | Sep 30, 23 | -12.45K | 0.00% |
| COMERICA SECURITIES,INC. | 16.84K | Sep 30, 23 | -1.36K | 0.00% |
| Column Capital Advisors, LLC | 951 | Sep 30, 23 | -- | 0.00% |
| Steward Financial Group LLC | 206 | Sep 30, 23 | +206 | 0.00% |
| Vident Investment Advisory, LLC | 36.72K | Jun 30, 23 | +11.75K | 0.00% |
| TimeScale Financial, Inc. | 65 | Jun 30, 23 | -- | 0.00% |
| Corient Capital Partners, LLC | 30.80K | Sep 30, 22 | -- | 0.00% |
| DRW SECURITIES, L.L.C. | 16.47K | Sep 30, 22 | +16.47K | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 6.28K | Sep 30, 22 | +6.28K | 0.00% |
| FourThought Financial, LLC | 104 | Sep 30, 22 | -8 | 0.00% |
| Intersect Capital LLC | 94.32K | Jun 30, 22 | +43.86K | 0.00% |
| Altium Wealth Management LLC | 88.74K | Jun 30, 22 | -1.81K | 0.00% |
| ADVISOR PARTNERS LLC | 27.23K | Jun 30, 22 | +4.97K | 0.00% |
| Fieldpoint Private Securities, LLC | 3.35K | Jun 30, 22 | -2.13K | 0.00% |
| Private Capital Group, LLC | 247 | Jun 30, 22 | +247 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6.81M | Mar 31, 22 | +192.07K | 0.34% |
| Dixon Hughes Goodman Wealth Advisors LLC | 215 | Mar 31, 22 | -- | 0.00% |
| Marshall Wace North America L.P. | 727.36K | Sep 30, 21 | +727.36K | 0.04% |
| Berman Capital Advisors, LLC | 240 | Sep 30, 21 | +240 | 0.00% |
| WealthStone, Inc. | 34.36K | Mar 31, 21 | +334 | 0.00% |
| Aperio Group, LLC | 872.27K | Dec 31, 20 | +50.92K | 0.04% |
| OLD MISSION CAPITAL, LLC | 238.04K | Dec 31, 20 | +238.04K | 0.01% |
| XTX MARKETS LLC | 12.94K | Dec 31, 20 | +12.94K | 0.00% |
| Wellesley Investment Partners, LLC | 10.44K | Sep 30, 20 | +10.44K | 0.00% |
| Cornerstone Advisors, Inc. | 3.72K | Sep 30, 20 | +3.72K | 0.00% |