Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF(PDBC)

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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF(PDBC)

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$15.87—

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PDBC(PDBC)

PDBC

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 580 Institutional Holders

Holder	Shares	Date	Change	% Held
BURKETT FINANCIAL SERVICES, LLC	--	Jun 30, 26	-292	--
WELLS FARGO & COMPANY/MN	101.76M	Mar 31, 26	+2.67M	26.61%
Empower Advisory Group, LLC	34.50M	Mar 31, 26	+1.61M	9.02%
LPL Financial LLC	30.76M	Mar 31, 26	+498.30K	8.04%
MORGAN STANLEY	20.88M	Mar 31, 26	+1.81M	5.46%
STATE STREET CORP	8.94M	Mar 31, 26	+2.70M	2.34%
SigFig Wealth Management, LLC	6.70M	Mar 31, 26	-934.51K	1.75%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5.50M	Mar 31, 26	+5.50M	1.44%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	5.46M	Mar 31, 26	-3.33M	1.43%
BANK OF AMERICA CORP /DE/	4.90M	Mar 31, 26	+183.87K	1.28%
ENVESTNET ASSET MANAGEMENT INC	3.93M	Mar 31, 26	-159.94K	1.03%
Mirae Asset Global Investments Co., Ltd.	3.57M	Mar 31, 26	+3.16M	0.93%
Briaud Financial Planning, Inc	2.81M	Mar 31, 26	+37.87K	0.73%
3EDGE Asset Management, LP	2.76M	Mar 31, 26	+2.76M	0.72%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.69M	Mar 31, 26	-459.50K	0.70%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	2.43M	Mar 31, 26	+1.26M	0.64%
GM Advisory Group, Inc.	2.39M	Mar 31, 26	+40.59K	0.62%
SCS Capital Management LLC	2.15M	Mar 31, 26	+38.42K	0.56%
Toroso Investments, LLC	2.11M	Mar 31, 26	+1.74M	0.55%
PARK AVENUE SECURITIES LLC	1.87M	Mar 31, 26	-10.03K	0.49%
CWM, LLC	1.79M	Mar 31, 26	+231.53K	0.47%
HighTower Advisors, LLC	1.73M	Mar 31, 26	-599.03K	0.45%
UBS Group AG	1.72M	Mar 31, 26	+975.05K	0.45%
POTOMAC FUND MANAGEMENT INC /ADV	1.68M	Mar 31, 26	+1.68M	0.44%
Marion Wealth Management	1.11M	Mar 31, 26	-12.32K	0.29%
EXENCIAL WEALTH ADVISORS, LLC	1.03M	Mar 31, 26	-3.49K	0.27%
HSBC HOLDINGS PLC	1.02M	Mar 31, 26	+360.00K	0.27%
David R. Rahn & Associates Inc.	992.12K	Mar 31, 26	+992.12K	0.26%
AE Wealth Management LLC	982.52K	Mar 31, 26	+982.52K	0.26%
GOLDMAN SACHS GROUP INC	965.76K	Mar 31, 26	-109.79K	0.25%
Johnson Financial Group, LLC	948.12K	Mar 31, 26	-18.69K	0.25%
Quadrature Capital Ltd	947.18K	Mar 31, 26	+947.18K	0.25%
Kiker Wealth Management, LLC	935.52K	Mar 31, 26	+911.71K	0.24%
Cambridge Investment Research Advisors, Inc.	935.03K	Mar 31, 26	+279.25K	0.24%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	868.55K	Mar 31, 26	-107.11K	0.23%
Janney Montgomery Scott LLC	829.66K	Mar 31, 26	+815.66K	0.22%
Beacon Capital Management, Inc.	784.55K	Mar 31, 26	-174.25K	0.21%
Arkadios Wealth Advisors	779.15K	Mar 31, 26	+150.50K	0.20%
INTEGRATED CAPITAL MANAGEMENT, INC.	742.62K	Mar 31, 26	-28.39K	0.19%
MAI Capital Management	737.57K	Mar 31, 26	-134.48K	0.19%
ADVISOR GROUP HOLDINGS, INC.	732.39K	Mar 31, 26	+20.02K	0.19%
RAYMOND JAMES FINANCIAL INC	730.82K	Mar 31, 26	+243.45K	0.19%
Aspect Partners, LLC	691.96K	Mar 31, 26	+226.95K	0.18%
MML INVESTORS SERVICES, LLC	666.55K	Mar 31, 26	+75.06K	0.17%
Cetera Investment Advisers	663.38K	Mar 31, 26	+209.84K	0.17%
Brookstone Capital Management	603.32K	Mar 31, 26	+26.78K	0.16%
Bedell Frazier Investment Counseling, LLC	586.04K	Mar 31, 26	+12.13K	0.15%
ROYAL BANK OF CANADA	575.18K	Mar 31, 26	+346.62K	0.15%
Mariner, LLC	567.15K	Mar 31, 26	+419.89K	0.15%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	550.00K	Mar 31, 26	--	0.14%
JPMORGAN CHASE & CO	542.50K	Mar 31, 26	+220.19K	0.14%
Plan Group Financial, LLC	541.38K	Mar 31, 26	+191.75K	0.14%
ALM First Financial Advisors, LLC	535.14K	Mar 31, 26	+72.68K	0.14%
CHOREO, LLC	514.23K	Mar 31, 26	+514.23K	0.13%
Northeast Financial Group, Inc.	512.67K	Mar 31, 26	-20.34K	0.13%
PATTON FUND MANAGEMENT, INC.	512.10K	Mar 31, 26	-13.22K	0.13%
Bank of New York Mellon Corp	510.45K	Mar 31, 26	-134.36K	0.13%
Ausdal Financial Partners, Inc.	502.87K	Mar 31, 26	+96.36K	0.13%
Ameritas Advisory Services, LLC	498.70K	Mar 31, 26	-30.08K	0.13%
Impact Partnership Wealth, LLC	464.20K	Mar 31, 26	-14.16K	0.12%
Fortis Group Advisors, LLC	420.26K	Mar 31, 26	+388.58K	0.11%
CIM, LLC	416.03K	Mar 31, 26	-3.83K	0.11%
Adviser Investments LLC	414.18K	Mar 31, 26	+414.18K	0.11%
Atria Investments, Inc	392.65K	Mar 31, 26	+321.03K	0.10%
KESTRA PRIVATE WEALTH SERVICES, LLC	381.65K	Mar 31, 26	-77.80K	0.10%
Rockefeller Capital Management L.P.	378.52K	Mar 31, 26	+187.21K	0.10%
Echo45 Advisors LLC	371.34K	Mar 31, 26	-18.84K	0.10%
Advyzon Investment Management, LLC	369.95K	Mar 31, 26	+87.90K	0.10%
WILEY BROS.-AINTREE CAPITAL, LLC	369.06K	Mar 31, 26	-10.51K	0.10%
Equitable Holdings, Inc.	368.63K	Mar 31, 26	-22.50K	0.10%
JONES FINANCIAL COMPANIES LLLP	365.21K	Mar 31, 26	+55.51K	0.10%
Quent Capital, LLC	358.89K	Mar 31, 26	-5.76K	0.09%
CIBC WORLD MARKET INC.	356.53K	Mar 31, 26	+254.80K	0.09%
CITIGROUP INC	356.04K	Mar 31, 26	+18.73K	0.09%
Avestar Capital, LLC	347.84K	Mar 31, 26	+190.27K	0.09%
Perissos Private Wealth Management, LLC	346.44K	Mar 31, 26	+346.44K	0.09%
Symphony Financial, Ltd. Co.	329.53K	Mar 31, 26	+13.27K	0.09%
Baird Financial Group, Inc.	315.49K	Mar 31, 26	-135.47K	0.08%
OARSMAN CAPITAL, INC.	294.53K	Mar 31, 26	+4.27K	0.08%
Steward Partners Investment Advisory, LLC	294.39K	Mar 31, 26	+288.25K	0.08%
THEORY FINANCIAL LLC	285.09K	Mar 31, 26	+118.62K	0.07%
Ball & Co Wealth Management Inc.	277.50K	Mar 31, 26	+277.50K	0.07%
Bison Wealth, LLC	272.66K	Mar 31, 26	+96.61K	0.07%
M Wealth Management, LLC	269.76K	Mar 31, 26	+12.00K	0.07%
Lido Advisors, LLC	268.40K	Mar 31, 26	-229.22K	0.07%
Private Advisor Group, LLC	268.19K	Mar 31, 26	+20.28K	0.07%
New England Capital Financial Advisors LLC	260.34K	Mar 31, 26	-5.54K	0.07%
IronBridge Private Wealth, LLC	254.79K	Mar 31, 26	+254.79K	0.07%
Maridea Wealth Management LLC	251.53K	Mar 31, 26	+115.16K	0.07%
CoreCap Advisors, LLC	247.52K	Mar 31, 26	+50.15K	0.06%
Ashton Thomas Private Wealth, LLC	246.94K	Mar 31, 26	+139.13K	0.06%
FIFTH THIRD BANCORP	244.34K	Mar 31, 26	+243.18K	0.06%
MGO ONE SEVEN LLC	211.64K	Mar 31, 26	+49.39K	0.06%
Integrated Wealth Concepts LLC	207.81K	Mar 31, 26	-8.18K	0.05%
Lifeworks Advisors, LLC	203.75K	Mar 31, 26	-946	0.05%
Gladwyn Financial Advisors, Inc.	197.79K	Mar 31, 26	-43.86K	0.05%
HANCOCK WHITNEY CORP	184.07K	Mar 31, 26	-60.82K	0.05%
CITADEL ADVISORS LLC	173.25K	Mar 31, 26	+173.25K	0.05%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	172.43K	Mar 31, 26	+110.08K	0.05%
Kensington Asset Management, LLC	168.99K	Mar 31, 26	+168.99K	0.04%
Wealthspire Advisors, LLC	168.68K	Mar 31, 26	+7.69K	0.04%
Robertson Stephens Wealth Management, LLC	168.47K	Mar 31, 26	+168.47K	0.04%
Bennett Associates Wealth Management	165.69K	Mar 31, 26	-13.81K	0.04%
Creative Planning	163.25K	Mar 31, 26	-4.04K	0.04%
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	159.52K	Mar 31, 26	-4.83K	0.04%
CreativeOne Wealth, LLC	156.79K	Mar 31, 26	+138.02K	0.04%
Farther Finance Advisors, LLC	154.69K	Mar 31, 26	+71.98K	0.04%
Sigma Planning Corp	153.87K	Mar 31, 26	-962	0.04%
MinichMacGregor Wealth Management, LLC	146.53K	Mar 31, 26	+146.53K	0.04%
B. Riley Wealth Advisors, Inc.	145.85K	Mar 31, 26	-2.66K	0.04%
McIlrath & Eck, LLC	145.23K	Mar 31, 26	+145.23K	0.04%
Elyxium Wealth, LLC	144.70K	Mar 31, 26	+144.70K	0.04%
WESPAC Advisors, LLC	142.00K	Mar 31, 26	+142.00K	0.04%
NewSquare Capital LLC	140.47K	Mar 31, 26	+3.90K	0.04%
COMMONWEALTH EQUITY SERVICES, LLC	135.51K	Mar 31, 26	-17.10K	0.04%
Evolution Wealth Advisors, LLC	134.92K	Mar 31, 26	-18.39K	0.04%
SCOTIA CAPITAL INC.	134.59K	Mar 31, 26	-7.18K	0.04%
Innova Wealth Partners	133.15K	Mar 31, 26	-19.85K	0.03%
Smartleaf Asset Management LLC	132.95K	Mar 31, 26	+24.23K	0.03%
Sanctuary Advisors, LLC	132.72K	Mar 31, 26	+32.25K	0.03%
FSA Investment Group, LLC	132.57K	Mar 31, 26	+80.57K	0.03%
SILVER OAK SECURITIES, INCORPORATED	132.22K	Mar 31, 26	+60.41K	0.03%
Aletheian Wealth Advisors LLC	127.74K	Mar 31, 26	+127.74K	0.03%
Verity Asset Management, Inc.	126.23K	Mar 31, 26	+35.77K	0.03%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	122.37K	Mar 31, 26	-40.30K	0.03%
Perigon Wealth Management, LLC	121.79K	Mar 31, 26	-3.98K	0.03%
GTS SECURITIES LLC	115.29K	Mar 31, 26	-426.01K	0.03%
Anson Capital, Inc.	110.69K	Mar 31, 26	+612	0.03%
IFP Advisors, Inc	110.32K	Mar 31, 26	+79.34K	0.03%
Private Wealth Asset Management, LLC	108.27K	Mar 31, 26	+1.96K	0.03%
M&T BANK CORP	107.53K	Mar 31, 26	-12.14K	0.03%
JOHNSON INVESTMENT COUNSEL INC	106.16K	Mar 31, 26	+106.16K	0.03%
McNamara Financial Services, Inc.	104.87K	Mar 31, 26	-9.74K	0.03%
Concurrent Investment Advisors, LLC	104.85K	Mar 31, 26	+104.85K	0.03%
GENESIS PRIVATE WEALTH, LLC	103.06K	Mar 31, 26	+984	0.03%
Turning Point Benefit Group, Inc.	102.63K	Mar 31, 26	+28.55K	0.03%
CONGRESS ASSET MANAGEMENT CO /MA	101.70K	Mar 31, 26	-5.46K	0.03%
TRUST CO OF OKLAHOMA	99.13K	Mar 31, 26	+99.13K	0.03%
Transamerica Financial Advisors, Inc.	98.57K	Mar 31, 26	-2.76K	0.03%
Kuhn & Co Investment Counsel	95.54K	Mar 31, 26	+11.24K	0.02%
Continuum Advisory, LLC	94.36K	Mar 31, 26	+4.08K	0.02%
Alhambra Investment Partners LLC	94.22K	Mar 31, 26	-11.49K	0.02%
Worth Asset Management, LLC	92.81K	Mar 31, 26	+92.81K	0.02%
Geneos Wealth Management Inc.	91.76K	Mar 31, 26	+55.13K	0.02%
Virtue Capital Management, LLC	90.03K	Mar 31, 26	+65.61K	0.02%
Palumbo Wealth Management LLC	86.45K	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	86.34K	Mar 31, 26	+65.55K	0.02%
Headlands Technologies LLC	86.00K	Mar 31, 26	+86.00K	0.02%
ORG Wealth Partners, LLC	85.17K	Mar 31, 26	-9.15K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	83.60K	Mar 31, 26	+1.49K	0.02%
ZACKS INVESTMENT MANAGEMENT	82.89K	Mar 31, 26	+231	0.02%
Simplicity Wealth,LLC	81.60K	Mar 31, 26	+20.81K	0.02%
Portside Wealth Group, LLC	79.68K	Mar 31, 26	+79.68K	0.02%
Addison Capital Co	73.29K	Mar 31, 26	+73.29K	0.02%
COMPASS CAPITAL CORP /MA/ /ADV	72.94K	Mar 31, 26	+31.98K	0.02%
ASSETMARK, INC	72.58K	Mar 31, 26	+1.77K	0.02%
Magnus Financial Group LLC	70.49K	Mar 31, 26	-87	0.02%
Curran Financial Partners, LLC	70.18K	Mar 31, 26	+8.10K	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	70.08K	Mar 31, 26	-110.00K	0.02%
SG Americas Securities, LLC	70.00K	Mar 31, 26	+70.00K	0.02%
Hilltop Holdings Inc.	68.95K	Mar 31, 26	-14.79K	0.02%
Advisor Resource Council	67.50K	Mar 31, 26	+67.50K	0.02%
Regal Investment Advisors LLC	66.78K	Mar 31, 26	+1.55K	0.02%
SlateStone Wealth, LLC	65.00K	Mar 31, 26	--	0.02%
BLAIR WILLIAM & CO/IL	64.19K	Mar 31, 26	+329	0.02%
WEST MICHIGAN ADVISORS, LLC	64.11K	Mar 31, 26	+7.46K	0.02%
NWAM LLC	62.75K	Mar 31, 26	+2.27K	0.02%
JAMES INVESTMENT RESEARCH INC	62.48K	Mar 31, 26	-8.46K	0.02%
Alliance Wealth Advisors, LLC /UT	61.24K	Mar 31, 26	+61.24K	0.02%
J2 Capital Management Inc	60.76K	Mar 31, 26	-499	0.02%
CENTAURUS FINANCIAL, INC.	60.74K	Mar 31, 26	-457	0.02%
New Republic Capital, LLC	58.68K	Mar 31, 26	-27.25K	0.02%
Almanack Investment Partners, LLC.	58.19K	Mar 31, 26	+47.63K	0.02%
CERTIOR FINANCIAL GROUP, LLC	57.47K	Mar 31, 26	+57.47K	0.02%
DEFINED WEALTH MANAGEMENT, LLC	56.85K	Mar 31, 26	-146	0.01%
Mutual Advisors, LLC	54.98K	Mar 31, 26	+27.48K	0.01%
Prospera Financial Services Inc	54.81K	Mar 31, 26	+23.37K	0.01%
EP Wealth Advisors, LLC	54.42K	Mar 31, 26	+21.60K	0.01%
GREENWOOD CAPITAL ASSOCIATES LLC	53.19K	Mar 31, 26	+11.78K	0.01%
PACIFIC FINANCIAL GROUP INC	52.76K	Mar 31, 26	+52.76K	0.01%
Avos Capital Management, LLC	51.21K	Mar 31, 26	+19.43K	0.01%
Professional Financial Advisors, LLC	49.60K	Mar 31, 26	+49.60K	0.01%
Walkner Condon Financial Advisors LLC	49.52K	Mar 31, 26	-75	0.01%
Cerity Partners LLC	49.45K	Mar 31, 26	+49.45K	0.01%
Dunhill Financial, LLC	49.39K	Mar 31, 26	+13.07K	0.01%
Foundations Investment Advisors, LLC	49.12K	Mar 31, 26	-38.53K	0.01%
FreeGulliver LLC	49.01K	Mar 31, 26	-2.22K	0.01%
LFA - Lugano Financial Advisors SA	47.57K	Mar 31, 26	+2.00K	0.01%
WESBANCO BANK INC	47.15K	Mar 31, 26	+5.99K	0.01%
Ambassador Advisors, LLC	46.74K	Mar 31, 26	+10.04K	0.01%
RFG Advisory, LLC	46.59K	Mar 31, 26	+9.88K	0.01%
Roble, Belko & Company, Inc	44.91K	Mar 31, 26	-9.25K	0.01%
Insight Advisors, LLC/ PA	43.44K	Mar 31, 26	-1.43K	0.01%
NewEdge Wealth, LLC	41.06K	Mar 31, 26	-366	0.01%
GeoWealth Management, LLC	41.05K	Mar 31, 26	+11.78K	0.01%
Accurate Wealth Management, LLC	39.92K	Mar 31, 26	+3.62K	0.01%
Itau Unibanco Holding S.A.	39.26K	Mar 31, 26	-6.34K	0.01%
Upper Left Wealth Management, LLC	38.82K	Mar 31, 26	-2.89K	0.01%
Global View Capital Management LLC	38.77K	Mar 31, 26	-1.03K	0.01%
AMERIPRISE FINANCIAL INC	37.39K	Mar 31, 26	+18.90K	0.01%
FSC Wealth Advisors, LLC	36.23K	Mar 31, 26	+25.97K	0.01%
Vontobel Holding Ltd.	35.94K	Mar 31, 26	+7.86K	0.01%
Baker Avenue Asset Management, LP	35.85K	Mar 31, 26	+3.80K	0.01%
CONTINENTAL INVESTORS SERVICES, INC.	35.36K	Mar 31, 26	+972	0.01%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	35.27K	Mar 31, 26	+2.70K	0.01%
DEUTSCHE BANK AG\	35.08K	Mar 31, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	34.81K	Mar 31, 26	+11.77K	0.01%
Independent Advisor Alliance	33.65K	Mar 31, 26	+33.65K	0.01%
Kestra Advisory Services, LLC	33.44K	Mar 31, 26	+14.96K	0.01%
US BANCORP \DE\	33.35K	Mar 31, 26	-54	0.01%
Ethos Financial Group, LLC	33.29K	Mar 31, 26	-13.48K	0.01%
Narus Financial Partners, LLC	33.26K	Mar 31, 26	+3.05K	0.01%
Evanson Asset Management, LLC	33.21K	Mar 31, 26	+611	0.01%
PRIVATE TRUST CO NA	33.16K	Mar 31, 26	-976	0.01%
Rede Wealth, LLC	32.57K	Mar 31, 26	-7.32K	0.01%
NewEdge Advisors, LLC	32.22K	Mar 31, 26	+2.41K	0.01%
Endowment Wealth Management, Inc.	32.22K	Mar 31, 26	-1.71K	0.01%
Invesco Ltd.	31.63K	Mar 31, 26	-777	0.01%
INTEGRITY WEALTH ADVISORS, INC.	31.02K	Mar 31, 26	-7.41K	0.01%
Key Client Fiduciary Advisors, LLC	30.73K	Mar 31, 26	-604	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	30.43K	Mar 31, 26	-4.00K	0.01%
Belpointe Asset Management LLC	30.30K	Mar 31, 26	+30.30K	0.01%
LaSalle St. Investment Advisors, LLC	30.14K	Mar 31, 26	+1.22K	0.01%
SIGNATUREFD, LLC	29.98K	Mar 31, 26	+29.98K	0.01%
Rossby Financial, LCC	29.18K	Mar 31, 26	+27.13K	0.01%
Evergreen Wealth Solutions, LLC	28.45K	Mar 31, 26	-295	0.01%
ENDEAVOR PRIVATE WEALTH, INC.	28.44K	Mar 31, 26	-10.44K	0.01%
Canal Capital Management, LLC	28.18K	Mar 31, 26	-36.31K	0.01%
XTX Topco Ltd	28.05K	Mar 31, 26	+10.62K	0.01%
CI Private Wealth, LLC	27.42K	Mar 31, 26	+1.52K	0.01%
CAPTRUST FINANCIAL ADVISORS	27.13K	Mar 31, 26	+449	0.01%
Vident Advisory, LLC	27.07K	Mar 31, 26	-21.65K	0.01%
Wallace Advisory Group, LLC	26.75K	Mar 31, 26	+26.75K	0.01%
Vise Technologies, Inc.	26.68K	Mar 31, 26	--	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	26.43K	Mar 31, 26	-12.64K	0.01%
Wallace Hart LLC	25.35K	Mar 31, 26	+12.08K	0.01%
Fortress Wealth Group, LLC	25.22K	Mar 31, 26	+25.22K	0.01%
Game Plan Financial Advisors, LLC	24.71K	Mar 31, 26	+24.24K	0.01%
HighPoint Advisor Group LLC	24.41K	Mar 31, 26	+2.45K	0.01%
Richmond Investment Services, LLC	24.26K	Mar 31, 26	+3.86K	0.01%
SMART Wealth LLC	24.09K	Mar 31, 26	+24.09K	0.01%
BARCLAYS PLC	23.00K	Mar 31, 26	+23.00K	0.01%
FARMERS TRUST CO	22.99K	Mar 31, 26	-963	0.01%
WOLFF WIESE MAGANA LLC	22.89K	Mar 31, 26	+21.44K	0.01%
Matrix Trust Co	22.77K	Mar 31, 26	+22.77K	0.01%
Focus Financial Network, Inc.	22.52K	Mar 31, 26	-2.36K	0.01%
Modern Wealth Management, LLC	22.00K	Mar 31, 26	+22.00K	0.01%
TRUIST FINANCIAL CORP	21.88K	Mar 31, 26	+2.13K	0.01%
Atomi Financial Group, Inc.	21.82K	Mar 31, 26	+9.62K	0.01%
Prostatis Group LLC	21.82K	Mar 31, 26	-1.01K	0.01%
DGS Capital Management, LLC	21.41K	Mar 31, 26	-2.23K	0.01%
Trek Financial, LLC	21.23K	Mar 31, 26	+21.23K	0.01%
Dorsey & Whitney Trust CO LLC	20.91K	Mar 31, 26	-1.57K	0.01%
North Forty Two & Co.	19.63K	Mar 31, 26	--	0.01%
GUIDANCE CAPITAL, INC	19.25K	Mar 31, 26	-55.74K	0.01%
NATIXIS ADVISORS, L.P.	17.92K	Mar 31, 26	+2.75K	0.00%
Warren Street Wealth Advisors, LLC	17.90K	Mar 31, 26	-962	0.00%
Advisory Services Network, LLC	17.32K	Mar 31, 26	-5.10K	0.00%
MATAURO, LLC	17.31K	Mar 31, 26	+5.22K	0.00%
London & Capital Asset Management Ltd	16.81K	Mar 31, 26	--	0.00%
Koshinski Asset Management, Inc.	16.65K	Mar 31, 26	-2.29K	0.00%
Gladstone Institutional Advisory LLC	16.51K	Mar 31, 26	+346	0.00%
Stratos Wealth Partners, LTD.	16.30K	Mar 31, 26	+235	0.00%
PFG Investments, LLC	15.88K	Mar 31, 26	-1.46K	0.00%
Total Clarity Wealth Management, Inc.	15.58K	Mar 31, 26	+15.58K	0.00%
Beacon Financial Advisory LLC	15.54K	Mar 31, 26	+15.54K	0.00%
CARY STREET PARTNERS FINANCIAL LLC	15.10K	Mar 31, 26	+130	0.00%
TRUE Private Wealth Advisors	14.97K	Mar 31, 26	-517	0.00%
GREEN SQUARE CAPITAL ADVISORS LLC	14.97K	Mar 31, 26	-133	0.00%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	14.52K	Mar 31, 26	-1.54K	0.00%
Blueprint Financial Advisors LLC	14.48K	Mar 31, 26	+14.48K	0.00%
Blueprint Investment Partners LLC	14.48K	Mar 31, 26	+14.48K	0.00%
IHT Wealth Management, LLC	14.44K	Mar 31, 26	-171	0.00%
Estate Counselors, LLC	14.32K	Mar 31, 26	-14.60K	0.00%
D.A. DAVIDSON & CO.	14.20K	Mar 31, 26	-318	0.00%
B & T Capital Management DBA Alpha Capital Management	14.12K	Mar 31, 26	-1.00K	0.00%
Summit Financial, LLC	14.04K	Mar 31, 26	+14.04K	0.00%
WCG Wealth Advisors LLC	14.02K	Mar 31, 26	+14.02K	0.00%
Inspire Advisors, LLC	13.95K	Mar 31, 26	+13.95K	0.00%
White Lighthouse Investment Management Inc.	13.48K	Mar 31, 26	-14	0.00%
Financial Network Wealth Advisors LLC	13.46K	Mar 31, 26	+13.46K	0.00%
Gateway Wealth Partners, LLC	13.37K	Mar 31, 26	+13.37K	0.00%
VERUS CAPITAL PARTNERS, LLC	13.37K	Mar 31, 26	+624	0.00%
Reyes Financial Architecture, Inc.	13.33K	Mar 31, 26	+7.89K	0.00%
Western Wealth Management, LLC	13.31K	Mar 31, 26	-1.66K	0.00%
Betterment LLC	13.08K	Mar 31, 26	+13.08K	0.00%
WEDBUSH SECURITIES INC	12.88K	Mar 31, 26	+155	0.00%
Integrated Advisors Network LLC	12.74K	Mar 31, 26	+905	0.00%
Merit Financial Group, LLC	12.74K	Mar 31, 26	+948	0.00%
TI-TRUST, INC	12.57K	Mar 31, 26	--	0.00%
M1 Capital Management LLC	12.55K	Mar 31, 26	+914	0.00%
Prosperity Consulting Group, LLC	12.54K	Mar 31, 26	+12.54K	0.00%
Visionary Wealth Advisors	12.26K	Mar 31, 26	-9.93K	0.00%
Sunbelt Securities, Inc.	12.26K	Mar 31, 26	+12.25K	0.00%
Trueblood Wealth Management, LLC	12.19K	Mar 31, 26	--	0.00%
Callan Family Office, LLC	12.14K	Mar 31, 26	+1.74K	0.00%
LEUTHOLD GROUP, LLC	12.12K	Mar 31, 26	+12.12K	0.00%
TrueWealth Financial Partners	12.12K	Mar 31, 26	+12.12K	0.00%
McKinley Carter Wealth Services, Inc.	12.01K	Mar 31, 26	--	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	11.98K	Mar 31, 26	-76.83K	0.00%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	11.93K	Mar 31, 26	-1.34K	0.00%
Pensionmark Financial Group, LLC	11.89K	Mar 31, 26	-5.21K	0.00%
Facet Wealth, Inc.	11.76K	Mar 31, 26	+11.76K	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	11.70K	Mar 31, 26	+452	0.00%
Lunt Capital Management, Inc.	11.52K	Mar 31, 26	--	0.00%
Waverly Advisors, LLC	11.39K	Mar 31, 26	+11.39K	0.00%
NORDEN GROUP LLC	11.36K	Mar 31, 26	+11.36K	0.00%
Petros Family Wealth, LLC	11.23K	Mar 31, 26	-7.17K	0.00%
BCS Private Wealth Management, Inc.	11.21K	Mar 31, 26	--	0.00%
Balboa Wealth Partners	11.11K	Mar 31, 26	+11.11K	0.00%
Ignite Planners, LLC	11.06K	Mar 31, 26	-100	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	11.03K	Mar 31, 26	+8.45K	0.00%
Root Financial Partners, LLC	10.77K	Mar 31, 26	+7.85K	0.00%
Optivise Advisory Services LLC	10.61K	Mar 31, 26	+10.61K	0.00%
Greenwich Wealth Management LLC	10.49K	Mar 31, 26	+10.49K	0.00%
Coastal Bridge Advisors, LLC	10.45K	Mar 31, 26	-250	0.00%
BNP PARIBAS ARBITRAGE, SNC	10.37K	Mar 31, 26	-60.08K	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	10.35K	Mar 31, 26	+10.35K	0.00%
Resources Investment Advisors, LLC.	10.31K	Mar 31, 26	+10.31K	0.00%
Strategic Blueprint, LLC	10.26K	Mar 31, 26	-99	0.00%
Bryn Mawr Capital Management, LLC	10.12K	Mar 31, 26	-584	0.00%
Merkkuri Wealth Advisors LLC	7.36K	Mar 31, 26	+7.36K	0.00%
Clearstead Advisors, LLC	7.06K	Mar 31, 26	-275	0.00%
Greykasell Wealth Strategies, Inc.	7.03K	Mar 31, 26	+7.03K	0.00%
CULLEN/FROST BANKERS, INC.	6.65K	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	6.44K	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	6.18K	Mar 31, 26	-19	0.00%
Ameritas Investment Partners, Inc.	6.00K	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	5.70K	Mar 31, 26	+460	0.00%
Coston, McIsaac & Partners	4.95K	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	4.81K	Mar 31, 26	--	0.00%
IFS Advisors, LLC	4.70K	Mar 31, 26	--	0.00%
Tidemark, LLC	4.43K	Mar 31, 26	+4.43K	0.00%
Global Assets Advisory, LLC	4.23K	Mar 31, 26	+4.23K	0.00%
NVWM, LLC	3.74K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	3.40K	Mar 31, 26	-100	0.00%
CENTRAL TRUST Co	3.20K	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	2.77K	Mar 31, 26	--	0.00%
Allworth Financial LP	2.55K	Mar 31, 26	+1.43K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.40K	Mar 31, 26	-141	0.00%
Bruce G. Allen Investments, LLC	2.28K	Mar 31, 26	+530	0.00%
HAZLETT, BURT & WATSON, INC.	2.17K	Mar 31, 26	--	0.00%
City State Bank	1.95K	Mar 31, 26	--	0.00%
Golden State Equity Partners	1.94K	Mar 31, 26	+1.94K	0.00%
Arkos Global Advisors	1.91K	Mar 31, 26	+1.91K	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	1.88K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.85K	Mar 31, 26	--	0.00%
United Community Bank	1.85K	Mar 31, 26	--	0.00%
Avion Wealth	1.82K	Mar 31, 26	--	0.00%
Advisors Preferred, LLC	1.35K	Mar 31, 26	+1.35K	0.00%
CALDWELL SUTTER CAPITAL, INC.	1.35K	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	1.31K	Mar 31, 26	--	0.00%
Capital Analysts, LLC	1.17K	Mar 31, 26	+35	0.00%
Darwin Wealth Management, LLC	1.16K	Mar 31, 26	+862	0.00%
Salomon & Ludwin, LLC	1.04K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	1.03K	Mar 31, 26	-328	0.00%
PINNEY & SCOFIELD, INC.	1.02K	Mar 31, 26	+1.02K	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.02K	Mar 31, 26	+878	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	935	Mar 31, 26	--	0.00%
Larson Financial Group LLC	931	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	900	Mar 31, 26	+900	0.00%
Strategic Wealth Partners, Ltd.	889	Mar 31, 26	-130	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	787	Mar 31, 26	--	0.00%
First Command Advisory Services, Inc.	777	Mar 31, 26	--	0.00%
Asset Dedication, LLC	771	Mar 31, 26	--	0.00%
Nova Wealth Management, Inc.	771	Mar 31, 26	+439	0.00%
NBC SECURITIES, INC.	720	Mar 31, 26	+720	0.00%
GABLES CAPITAL MANAGEMENT INC.	715	Mar 31, 26	--	0.00%
GROUP ONE TRADING, L.P.	712	Mar 31, 26	+540	0.00%
Ameliora Wealth Management Ltd.	698	Mar 31, 26	--	0.00%
Key FInancial Inc	589	Mar 31, 26	-17	0.00%
BROWN BROTHERS HARRIMAN & CO	438	Mar 31, 26	--	0.00%
Versant Capital Management, Inc	410	Mar 31, 26	--	0.00%
PROTECTIVE LIFE CORP	404	Mar 31, 26	+404	0.00%
CHILTON CAPITAL MANAGEMENT LLC	396	Mar 31, 26	+396	0.00%
Tower Research Capital LLC (TRC)	382	Mar 31, 26	+382	0.00%
EVERMAY WEALTH MANAGEMENT LLC	363	Mar 31, 26	+203	0.00%
Bogart Wealth, LLC	356	Mar 31, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	350	Mar 31, 26	--	0.00%
DecisionPoint Financial, LLC	308	Mar 31, 26	--	0.00%
HOEY INVESTMENTS, INC	300	Mar 31, 26	--	0.00%
BURKETT FINANCIAL SERVICES, LLC	292	Mar 31, 26	+292	0.00%
Physician Wealth Advisors, Inc.	261	Mar 31, 26	+261	0.00%
Marshall & Sterling Wealth Advisors Inc.	249	Mar 31, 26	--	0.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV	224	Mar 31, 26	--	0.00%
LAM GROUP, INC.	215	Mar 31, 26	+215	0.00%
Ulland Investment Advisors, LLC	213	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	209	Mar 31, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	200	Mar 31, 26	--	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	182	Mar 31, 26	--	0.00%
Synergy Investment Management, LLC	182	Mar 31, 26	+182	0.00%
BROWN, LISLE/CUMMINGS, INC.	166	Mar 31, 26	+166	0.00%
North Star Investment Management Corp.	164	Mar 31, 26	--	0.00%
Cheviot Value Management, LLC	146	Mar 31, 26	--	0.00%
Center for Financial Planning, Inc.	143	Mar 31, 26	-447	0.00%
VSM Wealth Advisory, LLC	135	Mar 31, 26	+135	0.00%
Cornerstone Planning Group LLC	122	Mar 31, 26	--	0.00%
TD Capital Management LLC	112	Mar 31, 26	-112	0.00%
Covestor Ltd	79	Mar 31, 26	+34	0.00%
Fairscale Capital, LLC	76	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	68	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	66	Mar 31, 26	+66	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	66	Mar 31, 26	--	0.00%
Winthrop Capital Management, LLC	62	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	48	Mar 31, 26	--	0.00%
Hilltop National Bank	28	Mar 31, 26	-84	0.00%
Golden State Wealth Management, LLC	27	Mar 31, 26	+27	0.00%
Triumph Capital Management	21	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	12	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	12	Mar 31, 26	+12	0.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC	10	Mar 31, 26	--	0.00%
Frazier Financial Advisors, LLC	7	Mar 31, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	1	Mar 31, 26	-4	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Mar 31, 26	--	0.00%
Brookwood Investment Group LLC	1	Mar 31, 26	+1	0.00%
Russell Investments Group, Ltd.	1	Mar 31, 26	--	0.00%
TUDOR INVESTMENT CORP ET AL	--	Mar 31, 26	-23.78K	--
Johnson Financial Group, Inc.	--	Mar 31, 26	-88	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-193.86K	--
YANKCOM Partnership	--	Mar 31, 26	-35	--
IFG Advisory, LLC	--	Mar 31, 26	-131.71K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-55.29K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-28.92K	--
Investors Research Corp	--	Mar 31, 26	-3.54K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-11.00K	--
THOMPSON INVESTMENT MANAGEMENT, INC.	--	Mar 31, 26	-1.24K	--
Retirement Wealth Solutions LLC	--	Mar 31, 26	-79	--
Sageworth Trust Co	--	Mar 31, 26	-16.29K	--
J. Safra Sarasin Holding AG	--	Mar 31, 26	-32.00K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-1.14K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-100.17K	--
Integrity Investment Advisors, LLC	--	Mar 31, 26	-10.16K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-2.27K	--
GoalVest Advisory LLC	--	Mar 31, 26	-80	--
Keel Point, LLC	--	Mar 31, 26	-17.99K	--
Portland Financial Advisors Inc	--	Mar 31, 26	-11.63K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-8.16K	--
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	--	Mar 31, 26	-25	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-618.21K	--
Palouse Capital Management, Inc.	--	Mar 31, 26	-222	--
Worth Financial Advisory Group, LLC	--	Mar 31, 26	-10.99K	--
Modera Wealth Management, LLC	--	Mar 31, 26	-63.71K	--
CX Institutional	--	Mar 31, 26	-1.01K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-12.60K	--
ALERUS FINANCIAL NA	--	Mar 31, 26	-103	--
Pacifica Partners Inc.	--	Mar 31, 26	-1.99K	--
Edgestream Partners, L.P.	--	Mar 31, 26	-12.98K	--
FMR LLC	--	Mar 31, 26	-19.99M	--
Janney Capital Management LLC	795.88K	Dec 31, 25	-30.92K	0.21%
Quent Long Short Global Small Cap Fund, LP	364.65K	Dec 31, 25	+364.65K	0.10%
COMERICA BANK	255.19K	Dec 31, 25	-15.02K	0.07%
Principia Wealth Advisory, LLC	176.84K	Dec 31, 25	+142.38K	0.05%
Global Retirement Partners, LLC	74.87K	Dec 31, 25	-3.54K	0.02%
TRUST CO OF VERMONT	5.06K	Dec 31, 25	--	0.00%
TUCKER ASSET MANAGEMENT LLC	2.36K	Dec 31, 25	+2.36K	0.00%
ORG Partners LLC	2.27K	Dec 31, 25	-297	0.00%
CIBC Private Wealth Group, LLC	335	Dec 31, 25	+12	0.00%
SageView Advisory Group, LLC	181	Dec 31, 25	+181	0.00%
Capitolis Liquid Global Markets LLC	--	Dec 31, 25	-530.30K	--
Main Street Financial Solutions, LLC	--	Dec 31, 25	-10.87K	--
JFG Wealth Management, LLC	307.94K	Sep 30, 25	-16.23K	0.08%
Abich Financial Wealth Management LLC	41.73K	Sep 30, 25	+41.73K	0.01%
Guerra Advisors Inc	312	Sep 30, 25	+312	0.00%
Cubist Systematic Strategies, LLC	--	Sep 30, 25	-11.15K	--
Financial Advocates Investment Management	--	Sep 30, 25	-12.98K	--
OLYMPUS WEALTH MANAGEMENT, LLC	277.42K	Jun 30, 25	+65.03K	0.07%
Congress Wealth Management LLC / DE /	123.44K	Jun 30, 25	-4.24K	0.03%
Atria Wealth Solutions, Inc.	50.97K	Jun 30, 25	-26.25K	0.01%
AVANTAX ADVISORY SERVICES, INC.	48.76K	Jun 30, 25	-28.47K	0.01%
Good Life Advisors, LLC	10.90K	Jun 30, 25	-1.86K	0.00%
MONTAG & CALDWELL, LLC	3.26K	Jun 30, 25	--	0.00%
Financial Gravity Companies, Inc.	2.92K	Jun 30, 25	+2.92K	0.00%
Capital A Wealth Management, LLC	22	Jun 30, 25	+22	0.00%
Orion Portfolio Solutions, LLC	378.13K	Mar 31, 25	+342.21K	0.10%
Sandy Spring Bank	2.76K	Mar 31, 25	--	0.00%
CAROLINAS WEALTH CONSULTING LLC	1.10K	Mar 31, 25	+569	0.00%
Executive Wealth Management, LLC	480.54K	Dec 31, 24	+27.95K	0.13%
Wellington Wealth Strategies, LLC.	44.28K	Dec 31, 24	+7.32K	0.01%
WINTRUST INVESTMENTS LLC	19.68K	Dec 31, 24	+1.88K	0.01%
TrinityPoint Wealth, LLC	12.20K	Dec 31, 24	+500	0.00%
BOSTON FINANCIAL MANGEMENT LLC	--	Dec 31, 24	-40.45K	--
RAYMOND JAMES & ASSOCIATES	185.69K	Sep 30, 24	-24.67K	0.05%
Raymond James Financial Services Advisors, Inc.	126.33K	Sep 30, 24	-1.65M	0.03%
Axiom Advisory, LLC	50.82K	Sep 30, 24	+811	0.01%
Zega Financial, LLC	40.98K	Sep 30, 24	+25.18K	0.01%
Kowal Investment Group, LLC	38.60K	Sep 30, 24	+4.33K	0.01%
RAYMOND JAMES TRUST N.A.	23.86K	Sep 30, 24	-4.50K	0.01%
VitalStone Financial, LLC	5.26K	Sep 30, 24	-6.30K	0.00%
Peterson Financial Group, Inc.	759	Sep 30, 24	+759	0.00%
Carmenna Advisors LLC	1.02M	Jun 30, 24	+1.02M	0.27%
Vantage Financial Partners Ltd., Inc.	36.54K	Jun 30, 24	-390.09K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	25.81K	Jun 30, 24	+554	0.01%
Epic Trust Investment Advisors, LLC	10.62K	Jun 30, 24	-571	0.00%
EMFO, LLC	833	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.51K	--
InterOcean Capital Group, LLC	271.82K	Mar 31, 24	+66.65K	0.07%
Cetera Advisor Networks LLC	101.76K	Mar 31, 24	-1.94K	0.03%
Cetera Advisors LLC	37.31K	Mar 31, 24	+3.97K	0.01%
Retirement Group, LLC	24.70K	Mar 31, 24	-11.81K	0.01%
Coppell Advisory Solutions Corp.	11.59K	Mar 31, 24	+11.59K	0.00%
Charles Schwab Investment Advisory, Inc.	10.67K	Mar 31, 24	+10.67K	0.00%
CAMBRIDGE TRUST CO	--	Mar 31, 24	-22	--
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	--	Mar 31, 24	-255.51K	--
Engrave Wealth Partners LLC	682.40K	Dec 31, 23	-135.34K	0.18%
NinePointTwo Capital LLC	663.94K	Dec 31, 23	-38.64K	0.17%
Traverso Chambers Private Wealth Management, LLC	597.36K	Dec 31, 23	+38.24K	0.16%
FOCUS FINANCIAL NETWORK INC /ADV	107.91K	Dec 31, 23	+107.91K	0.03%
GREENLIGHT CAPITAL INC	96.99K	Dec 31, 23	--	0.03%
SevenOneSeven Capital Management	15.78K	Dec 31, 23	-133.34K	0.00%
Baystate Wealth Management LLC	2.08K	Dec 31, 23	--	0.00%
Cannell & Co.	--	Dec 31, 23	-28.50K	--
Simplicity Solutions, LLC	--	Dec 31, 23	-159.13K	--
Wavelength Capital Management, LLC	64.00K	Sep 30, 23	+64.00K	0.02%
Virginia National Bank	20.29K	Sep 30, 23	-282	0.01%
DESTINY CAPITAL SECURITIES CORPORATION	15.67K	Sep 30, 23	+15.67K	0.00%
KENFARB & CO.	1.40K	Sep 30, 23	--	0.00%
PFS INVESTMENTS INC.	675.38K	Jun 30, 23	+10.85K	0.18%
LEO BROKERAGE, LLC	148.46K	Jun 30, 23	+22.16K	0.04%
Vident Investment Advisory, LLC	--	Jun 30, 23	-67.16K	--
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-5.62K	--
Kalos Management, Inc.	--	Jun 30, 23	-4.04K	--
Baldrige Asset Management LLC	3.62K	Mar 31, 23	+335	0.00%
Quantitative Advantage, LLC	--	Mar 31, 23	-251.34K	--
Clear Perspectives Financial Planning, LLC	--	Mar 31, 23	-489.80K	--
Personal Capital Advisors Corp	15.91M	Dec 31, 22	+963.44K	4.16%
Claraphi Advisory Network, LLC	283.60K	Dec 31, 22	+139.14K	0.07%
LFS ASSET MANAGEMENT	251.19K	Sep 30, 22	+30.77K	0.07%
Covington Capital Management	119.68K	Sep 30, 22	+1.05K	0.03%
Jefferies Group LLC	71.53K	Sep 30, 22	-33.47K	0.02%
H. L. Ormond & Company, LLC	43.94K	Sep 30, 22	-15.19K	0.01%
MUFG Americas Holdings Corp	42.15K	Sep 30, 22	-2.48K	0.01%
Bell Rock Capital LLC	34.65K	Sep 30, 22	+34.65K	0.01%
Round Table Services, LLC	15.57K	Sep 30, 22	-2.28K	0.00%
Strategic Asset Management, LLC	13.26K	Sep 30, 22	+422	0.00%
REGENTATLANTIC CAPITAL LLC	10.10K	Sep 30, 22	+10.10K	0.00%
American Portfolios Advisors	4.14K	Sep 30, 22	+1.20K	0.00%
Surevest, LLC	323	Sep 30, 22	+323	0.00%
FourThought Financial, LLC	50	Sep 30, 22	--	0.00%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	--	Sep 30, 22	-478.76K	--
Farmer Steven Patrick	1.24M	Jun 30, 22	+1.24M	0.32%
Frontier Wealth Management LLC	1.24M	Jun 30, 22	+1.24M	0.32%
B. Riley Wealth Management, Inc.	1.07M	Jun 30, 22	+745.25K	0.28%
HANCOCK WHITNEY INVESTMENT SERVICES INC.	208.77K	Jun 30, 22	+21.23K	0.05%
KerberRose Wealth Management, LLC	21.34K	Jun 30, 22	+21.34K	0.01%
BIVIN & ASSOCIATES, INC.	100	Jun 30, 22	--	0.00%
Lake Point Wealth Management	61	Jun 30, 22	--	0.00%
People's United Financial, Inc.	536.45K	Mar 31, 22	-86.51K	0.14%
B, B, H, & B INC.	286.76K	Mar 31, 22	+58.73K	0.07%
IndexIQ Advisors LLC	59.94K	Mar 31, 22	+59.94K	0.02%
KINGS POINT CAPITAL MANAGEMENT	--	Mar 31, 22	-3.28K	--
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV	635.24K	Dec 31, 21	-44.97K	0.17%
MIRSKY FINANCIAL MANAGEMENT CORP.	259.32K	Dec 31, 21	+14.99K	0.07%
NEXT Financial Group, Inc	13.03K	Dec 31, 21	+1.17K	0.00%
JD Financial Services Inc.	12.36K	Dec 31, 21	-12.64K	0.00%
Crescent Capital Consulting, LLC	3.00K	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	685	Dec 31, 21	-5.46K	0.00%
Landsberg, Bennett, & Dubbaneh LLC	1.52M	Sep 30, 21	-549.08K	0.40%
Cascadia Advisory Services, LLC	154.26K	Sep 30, 21	+2.90K	0.04%
LEVEL FOUR FINANCIAL, LLC	23.68K	Sep 30, 21	+1.00K	0.01%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	9.62K	Sep 30, 21	+9.62K	0.00%
BBVA USA	2.85K	Sep 30, 21	--	0.00%
BADGLEY PHELPS & BELL INC	694.91K	Jun 30, 21	+28.79K	0.18%
Blue Sky Asset Management, LLC	61.23K	Dec 31, 20	+61.23K	0.02%
ROWLAND CARMICHAEL ADVISORS INC /ADV	16.75K	Dec 31, 20	-23.21K	0.00%
Reby Advisors, LLC	1.78K	Dec 31, 20	+1.78K	0.00%
SUNFLOWER BANK, NA WEALTH MANAGEMENT	31.18K	Sep 30, 20	+31.18K	0.01%
First Allied Advisory Services, Inc.	19.81K	Sep 30, 20	+19.81K	0.01%
Wealthspire Advisors, L.P.	--	Sep 30, 20	-11.03K	--
BRINKER CAPITAL INC	10.96K	Jun 30, 20	+10.96K	0.00%
Global Financial Private Capital, Inc	181	Jun 30, 20	-50	0.00%
TRUEWEALTH LLC	26	Jun 30, 20	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	243.83K	Dec 31, 19	+66.51K	0.06%
Advisor Group, Inc.	196.54K	Dec 31, 19	-28.40K	0.05%
MADISON INVESTMENT HOLDINGS INC	360.83K	Sep 30, 19	-555.42K	0.09%
Wealth & Pension Services Group, Inc.	12.04K	Sep 30, 19	+1.17K	0.00%
BB&T SECURITIES, LLC	--	Sep 30, 19	-10.17K	--
HARVEST CAPITAL MANAGEMENT INC	828.62K	Jun 30, 19	-257.63K	0.22%
Live Your Vision, LLC	237.77K	Mar 31, 19	+11.55K	0.06%
HL FINANCIAL SERVICES LLC	33.16K	Mar 31, 19	-7.35K	0.01%
AFAM CAPITAL, INC.	--	Sep 30, 18	-52.61K	--

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Holder

Date

Change

% Held

BURKETT FINANCIAL SERVICES, LLC

Jun 30, 26

-292

WELLS FARGO & COMPANY/MN

101.76M

Mar 31, 26

+2.67M

26.61%

Empower Advisory Group, LLC

34.50M

Mar 31, 26

+1.61M

9.02%

LPL Financial LLC

30.76M

Mar 31, 26

+498.30K

8.04%

MORGAN STANLEY

20.88M

Mar 31, 26

+1.81M

5.46%

STATE STREET CORP

8.94M

Mar 31, 26

+2.70M

2.34%

SigFig Wealth Management, LLC

6.70M

Mar 31, 26

-934.51K

1.75%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

5.50M

Mar 31, 26

+5.50M

1.44%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

5.46M

Mar 31, 26

-3.33M

1.43%

BANK OF AMERICA CORP /DE/

4.90M

Mar 31, 26

+183.87K

1.28%

ENVESTNET ASSET MANAGEMENT INC

3.93M

Mar 31, 26

-159.94K

1.03%

Mirae Asset Global Investments Co., Ltd.

3.57M

Mar 31, 26

+3.16M

0.93%

Briaud Financial Planning, Inc

2.81M

Mar 31, 26

+37.87K

0.73%

3EDGE Asset Management, LP

2.76M

Mar 31, 26

+2.76M

0.72%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.69M

Mar 31, 26

-459.50K

0.70%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.43M

Mar 31, 26

+1.26M

0.64%

GM Advisory Group, Inc.

2.39M

Mar 31, 26

+40.59K

0.62%

SCS Capital Management LLC

2.15M

Mar 31, 26

+38.42K

0.56%

Toroso Investments, LLC

2.11M

Mar 31, 26

+1.74M

0.55%

PARK AVENUE SECURITIES LLC

1.87M

Mar 31, 26

-10.03K

0.49%

CWM, LLC

1.79M

Mar 31, 26

+231.53K

0.47%

HighTower Advisors, LLC

1.73M

Mar 31, 26

-599.03K

0.45%

UBS Group AG

1.72M

Mar 31, 26

+975.05K

0.45%

POTOMAC FUND MANAGEMENT INC /ADV

1.68M

Mar 31, 26

+1.68M

0.44%

Marion Wealth Management

1.11M

Mar 31, 26

-12.32K

0.29%

EXENCIAL WEALTH ADVISORS, LLC

1.03M

Mar 31, 26

-3.49K

0.27%

HSBC HOLDINGS PLC

1.02M

Mar 31, 26

+360.00K

0.27%

David R. Rahn & Associates Inc.

992.12K

Mar 31, 26

+992.12K

0.26%

AE Wealth Management LLC

982.52K

Mar 31, 26

+982.52K

0.26%

GOLDMAN SACHS GROUP INC

965.76K

Mar 31, 26

-109.79K

0.25%

Johnson Financial Group, LLC

948.12K

Mar 31, 26

-18.69K

0.25%

Quadrature Capital Ltd

947.18K

Mar 31, 26

+947.18K

0.25%

Kiker Wealth Management, LLC

935.52K

Mar 31, 26

+911.71K

0.24%

Cambridge Investment Research Advisors, Inc.

935.03K

Mar 31, 26

+279.25K

0.24%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

868.55K

Mar 31, 26

-107.11K

0.23%

Janney Montgomery Scott LLC

829.66K

Mar 31, 26

+815.66K

0.22%

Beacon Capital Management, Inc.

784.55K

Mar 31, 26

-174.25K

0.21%

Arkadios Wealth Advisors

779.15K

Mar 31, 26

+150.50K

0.20%

INTEGRATED CAPITAL MANAGEMENT, INC.

742.62K

Mar 31, 26

-28.39K

0.19%

MAI Capital Management

737.57K

Mar 31, 26

-134.48K

0.19%

ADVISOR GROUP HOLDINGS, INC.

732.39K

Mar 31, 26

+20.02K

0.19%

RAYMOND JAMES FINANCIAL INC

730.82K

Mar 31, 26

+243.45K

0.19%

Aspect Partners, LLC

691.96K

Mar 31, 26

+226.95K

0.18%

MML INVESTORS SERVICES, LLC

666.55K

Mar 31, 26

+75.06K

0.17%

Cetera Investment Advisers

663.38K

Mar 31, 26

+209.84K

0.17%

Brookstone Capital Management

603.32K

Mar 31, 26

+26.78K

0.16%

Bedell Frazier Investment Counseling, LLC

586.04K

Mar 31, 26

+12.13K

0.15%

ROYAL BANK OF CANADA

575.18K

Mar 31, 26

+346.62K

0.15%

Mariner, LLC

567.15K

Mar 31, 26

+419.89K

0.15%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

550.00K

Mar 31, 26

0.14%

JPMORGAN CHASE & CO

542.50K

Mar 31, 26

+220.19K

0.14%

Plan Group Financial, LLC

541.38K

Mar 31, 26

+191.75K

0.14%

ALM First Financial Advisors, LLC

535.14K

Mar 31, 26

+72.68K

0.14%

CHOREO, LLC

514.23K

Mar 31, 26

+514.23K

0.13%

Northeast Financial Group, Inc.

512.67K

Mar 31, 26

-20.34K

0.13%

PATTON FUND MANAGEMENT, INC.

512.10K

Mar 31, 26

-13.22K

0.13%

Bank of New York Mellon Corp

510.45K

Mar 31, 26

-134.36K

0.13%

Ausdal Financial Partners, Inc.

502.87K

Mar 31, 26

+96.36K

0.13%

Ameritas Advisory Services, LLC

498.70K

Mar 31, 26

-30.08K

0.13%

Impact Partnership Wealth, LLC

464.20K

Mar 31, 26

-14.16K

0.12%

Fortis Group Advisors, LLC

420.26K

Mar 31, 26

+388.58K

0.11%

CIM, LLC

416.03K

Mar 31, 26

-3.83K

0.11%

Adviser Investments LLC

414.18K

Mar 31, 26

+414.18K

0.11%

Atria Investments, Inc

392.65K

Mar 31, 26

+321.03K

0.10%

KESTRA PRIVATE WEALTH SERVICES, LLC

381.65K

Mar 31, 26

-77.80K

0.10%

Rockefeller Capital Management L.P.

378.52K

Mar 31, 26

+187.21K

0.10%

Echo45 Advisors LLC

371.34K

Mar 31, 26

-18.84K

0.10%

Advyzon Investment Management, LLC

369.95K

Mar 31, 26

+87.90K

0.10%

WILEY BROS.-AINTREE CAPITAL, LLC

369.06K

Mar 31, 26

-10.51K

0.10%

Equitable Holdings, Inc.

368.63K

Mar 31, 26

-22.50K

0.10%

JONES FINANCIAL COMPANIES LLLP

365.21K

Mar 31, 26

+55.51K

0.10%

Quent Capital, LLC

358.89K

Mar 31, 26

-5.76K

0.09%

CIBC WORLD MARKET INC.

356.53K

Mar 31, 26

+254.80K

0.09%

CITIGROUP INC

356.04K

Mar 31, 26

+18.73K

0.09%

Avestar Capital, LLC

347.84K

Mar 31, 26

+190.27K

0.09%

Perissos Private Wealth Management, LLC

346.44K

Mar 31, 26

+346.44K

0.09%

Symphony Financial, Ltd. Co.

329.53K

Mar 31, 26

+13.27K

0.09%

Baird Financial Group, Inc.

315.49K

Mar 31, 26

-135.47K

0.08%

OARSMAN CAPITAL, INC.

294.53K

Mar 31, 26

+4.27K

0.08%

Steward Partners Investment Advisory, LLC

294.39K

Mar 31, 26

+288.25K

0.08%

THEORY FINANCIAL LLC

285.09K

Mar 31, 26

+118.62K

0.07%

Ball & Co Wealth Management Inc.

277.50K

Mar 31, 26

+277.50K

0.07%

Bison Wealth, LLC

272.66K

Mar 31, 26

+96.61K

0.07%

M Wealth Management, LLC

269.76K

Mar 31, 26

+12.00K

0.07%

Lido Advisors, LLC

268.40K

Mar 31, 26

-229.22K

0.07%

Private Advisor Group, LLC

268.19K

Mar 31, 26

+20.28K

0.07%

New England Capital Financial Advisors LLC

260.34K

Mar 31, 26

-5.54K

0.07%

IronBridge Private Wealth, LLC

254.79K

Mar 31, 26

+254.79K

0.07%

Maridea Wealth Management LLC

251.53K

Mar 31, 26

+115.16K

0.07%

CoreCap Advisors, LLC

247.52K

Mar 31, 26

+50.15K

0.06%

Ashton Thomas Private Wealth, LLC

246.94K

Mar 31, 26

+139.13K

0.06%

FIFTH THIRD BANCORP

244.34K

Mar 31, 26

+243.18K

0.06%

MGO ONE SEVEN LLC

211.64K

Mar 31, 26

+49.39K

0.06%

Integrated Wealth Concepts LLC

207.81K

Mar 31, 26

-8.18K

0.05%

Lifeworks Advisors, LLC

203.75K

Mar 31, 26

-946

0.05%

Gladwyn Financial Advisors, Inc.

197.79K

Mar 31, 26

-43.86K

0.05%

HANCOCK WHITNEY CORP

184.07K

Mar 31, 26

-60.82K

0.05%

CITADEL ADVISORS LLC

173.25K

Mar 31, 26

+173.25K

0.05%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

172.43K

Mar 31, 26

+110.08K

0.05%

Kensington Asset Management, LLC

168.99K

Mar 31, 26

+168.99K

0.04%

Wealthspire Advisors, LLC

168.68K

Mar 31, 26

+7.69K

0.04%

Robertson Stephens Wealth Management, LLC

168.47K

Mar 31, 26

+168.47K

0.04%

Bennett Associates Wealth Management

165.69K

Mar 31, 26

-13.81K

0.04%

Creative Planning

163.25K

Mar 31, 26

-4.04K

0.04%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

159.52K

Mar 31, 26

-4.83K

0.04%

CreativeOne Wealth, LLC

156.79K

Mar 31, 26

+138.02K

0.04%

Farther Finance Advisors, LLC

154.69K

Mar 31, 26

+71.98K

0.04%

Sigma Planning Corp

153.87K

Mar 31, 26

-962

0.04%

MinichMacGregor Wealth Management, LLC

146.53K

Mar 31, 26

+146.53K

0.04%

B. Riley Wealth Advisors, Inc.

145.85K

Mar 31, 26

-2.66K

0.04%

McIlrath & Eck, LLC

145.23K

Mar 31, 26

+145.23K

0.04%

Elyxium Wealth, LLC

144.70K

Mar 31, 26

+144.70K

0.04%

WESPAC Advisors, LLC

142.00K

Mar 31, 26

+142.00K

0.04%

NewSquare Capital LLC

140.47K

Mar 31, 26

+3.90K

0.04%

COMMONWEALTH EQUITY SERVICES, LLC

135.51K

Mar 31, 26

-17.10K

0.04%

Evolution Wealth Advisors, LLC

134.92K

Mar 31, 26

-18.39K

0.04%

SCOTIA CAPITAL INC.

134.59K

Mar 31, 26

-7.18K

0.04%

Innova Wealth Partners

133.15K

Mar 31, 26

-19.85K

0.03%

Smartleaf Asset Management LLC

132.95K

Mar 31, 26

+24.23K

0.03%

Sanctuary Advisors, LLC

132.72K

Mar 31, 26

+32.25K

0.03%

FSA Investment Group, LLC

132.57K

Mar 31, 26

+80.57K

0.03%

SILVER OAK SECURITIES, INCORPORATED

132.22K

Mar 31, 26

+60.41K

0.03%

Aletheian Wealth Advisors LLC

127.74K

Mar 31, 26

+127.74K

0.03%

Verity Asset Management, Inc.

126.23K

Mar 31, 26

+35.77K

0.03%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

122.37K

Mar 31, 26

-40.30K

0.03%

Perigon Wealth Management, LLC

121.79K

Mar 31, 26

-3.98K

0.03%

GTS SECURITIES LLC

115.29K

Mar 31, 26

-426.01K

0.03%

Anson Capital, Inc.

110.69K

Mar 31, 26

+612

0.03%

IFP Advisors, Inc

110.32K

Mar 31, 26

+79.34K

0.03%

Private Wealth Asset Management, LLC

108.27K

Mar 31, 26

+1.96K

0.03%

M&T BANK CORP

107.53K

Mar 31, 26

-12.14K

0.03%

JOHNSON INVESTMENT COUNSEL INC

106.16K

Mar 31, 26

+106.16K

0.03%

McNamara Financial Services, Inc.

104.87K

Mar 31, 26

-9.74K

0.03%

Concurrent Investment Advisors, LLC

104.85K

Mar 31, 26

+104.85K

0.03%

GENESIS PRIVATE WEALTH, LLC

103.06K

Mar 31, 26

+984

0.03%

Turning Point Benefit Group, Inc.

102.63K

Mar 31, 26

+28.55K

0.03%

CONGRESS ASSET MANAGEMENT CO /MA

101.70K

Mar 31, 26

-5.46K

0.03%

TRUST CO OF OKLAHOMA

99.13K

Mar 31, 26

+99.13K

0.03%

Transamerica Financial Advisors, Inc.

98.57K

Mar 31, 26

-2.76K

0.03%

Kuhn & Co Investment Counsel

95.54K

Mar 31, 26

+11.24K

0.02%

Continuum Advisory, LLC

94.36K

Mar 31, 26

+4.08K

0.02%

Alhambra Investment Partners LLC

94.22K

Mar 31, 26

-11.49K

0.02%

Worth Asset Management, LLC

92.81K

Mar 31, 26

+92.81K

0.02%

Geneos Wealth Management Inc.

91.76K

Mar 31, 26

+55.13K

0.02%

Virtue Capital Management, LLC

90.03K

Mar 31, 26

+65.61K

0.02%

Palumbo Wealth Management LLC

86.45K

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

86.34K

Mar 31, 26

+65.55K

0.02%

Headlands Technologies LLC

86.00K

Mar 31, 26

+86.00K

0.02%

ORG Wealth Partners, LLC

85.17K

Mar 31, 26

-9.15K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

83.60K

Mar 31, 26

+1.49K

0.02%

ZACKS INVESTMENT MANAGEMENT

82.89K

Mar 31, 26

+231

0.02%

Simplicity Wealth,LLC

81.60K

Mar 31, 26

+20.81K

0.02%

Portside Wealth Group, LLC

79.68K

Mar 31, 26

+79.68K

0.02%

Addison Capital Co

73.29K

Mar 31, 26

+73.29K

0.02%

COMPASS CAPITAL CORP /MA/ /ADV

72.94K

Mar 31, 26

+31.98K

0.02%

ASSETMARK, INC

72.58K

Mar 31, 26

+1.77K

0.02%

Magnus Financial Group LLC

70.49K

Mar 31, 26

-87

0.02%

Curran Financial Partners, LLC

70.18K

Mar 31, 26

+8.10K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

70.08K

Mar 31, 26

-110.00K

0.02%

SG Americas Securities, LLC

70.00K

Mar 31, 26

+70.00K

0.02%

Hilltop Holdings Inc.

68.95K

Mar 31, 26

-14.79K

0.02%

Advisor Resource Council

67.50K

Mar 31, 26

+67.50K

0.02%

Regal Investment Advisors LLC

66.78K

Mar 31, 26

+1.55K

0.02%

SlateStone Wealth, LLC

65.00K

Mar 31, 26

0.02%

BLAIR WILLIAM & CO/IL

64.19K

Mar 31, 26

+329

0.02%

WEST MICHIGAN ADVISORS, LLC

64.11K

Mar 31, 26

+7.46K

0.02%

NWAM LLC

62.75K

Mar 31, 26

+2.27K

0.02%

JAMES INVESTMENT RESEARCH INC

62.48K

Mar 31, 26

-8.46K

0.02%

Alliance Wealth Advisors, LLC /UT

61.24K

Mar 31, 26

+61.24K

0.02%

J2 Capital Management Inc

60.76K

Mar 31, 26

-499

0.02%

CENTAURUS FINANCIAL, INC.

60.74K

Mar 31, 26

-457

0.02%

New Republic Capital, LLC

58.68K

Mar 31, 26

-27.25K

0.02%

Almanack Investment Partners, LLC.

58.19K

Mar 31, 26

+47.63K

0.02%

CERTIOR FINANCIAL GROUP, LLC

57.47K

Mar 31, 26

+57.47K

0.02%

DEFINED WEALTH MANAGEMENT, LLC

56.85K

Mar 31, 26

-146

0.01%

Mutual Advisors, LLC

54.98K

Mar 31, 26

+27.48K

0.01%

Prospera Financial Services Inc

54.81K

Mar 31, 26

+23.37K

0.01%

EP Wealth Advisors, LLC

54.42K

Mar 31, 26

+21.60K

0.01%

GREENWOOD CAPITAL ASSOCIATES LLC

53.19K

Mar 31, 26

+11.78K

0.01%

PACIFIC FINANCIAL GROUP INC

52.76K

Mar 31, 26

+52.76K

0.01%

Avos Capital Management, LLC

51.21K

Mar 31, 26

+19.43K

0.01%

Professional Financial Advisors, LLC

49.60K

Mar 31, 26

+49.60K

0.01%

Walkner Condon Financial Advisors LLC

49.52K

Mar 31, 26

-75

0.01%

Cerity Partners LLC

49.45K

Mar 31, 26

+49.45K

0.01%

Dunhill Financial, LLC

49.39K

Mar 31, 26

+13.07K

0.01%

Foundations Investment Advisors, LLC

49.12K

Mar 31, 26

-38.53K

0.01%

FreeGulliver LLC

49.01K

Mar 31, 26

-2.22K

0.01%

LFA - Lugano Financial Advisors SA

47.57K

Mar 31, 26

+2.00K

0.01%

WESBANCO BANK INC

47.15K

Mar 31, 26

+5.99K

0.01%

Ambassador Advisors, LLC

46.74K

Mar 31, 26

+10.04K

0.01%

RFG Advisory, LLC

46.59K

Mar 31, 26

+9.88K

0.01%

Roble, Belko & Company, Inc

44.91K

Mar 31, 26

-9.25K

0.01%

Insight Advisors, LLC/ PA

43.44K

Mar 31, 26

-1.43K

0.01%

NewEdge Wealth, LLC

41.06K

Mar 31, 26

-366

0.01%

GeoWealth Management, LLC

41.05K

Mar 31, 26

+11.78K

0.01%

Accurate Wealth Management, LLC

39.92K

Mar 31, 26

+3.62K

0.01%

Itau Unibanco Holding S.A.

39.26K

Mar 31, 26

-6.34K

0.01%

Upper Left Wealth Management, LLC

38.82K

Mar 31, 26

-2.89K

0.01%

Global View Capital Management LLC

38.77K

Mar 31, 26

-1.03K

0.01%

AMERIPRISE FINANCIAL INC

37.39K

Mar 31, 26

+18.90K

0.01%

FSC Wealth Advisors, LLC

36.23K

Mar 31, 26

+25.97K

0.01%

Vontobel Holding Ltd.

35.94K

Mar 31, 26

+7.86K

0.01%

Baker Avenue Asset Management, LP

35.85K

Mar 31, 26

+3.80K

0.01%

CONTINENTAL INVESTORS SERVICES, INC.

35.36K

Mar 31, 26

+972

0.01%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

35.27K

Mar 31, 26

+2.70K

0.01%

DEUTSCHE BANK AG\

35.08K

Mar 31, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

34.81K

Mar 31, 26

+11.77K

0.01%

Independent Advisor Alliance

33.65K

Mar 31, 26

+33.65K

0.01%

Kestra Advisory Services, LLC

33.44K

Mar 31, 26

+14.96K

0.01%

US BANCORP \DE\

33.35K

Mar 31, 26

-54

0.01%

Ethos Financial Group, LLC

33.29K

Mar 31, 26

-13.48K

0.01%

Narus Financial Partners, LLC

33.26K

Mar 31, 26

+3.05K

0.01%

Evanson Asset Management, LLC

33.21K

Mar 31, 26

+611

0.01%

PRIVATE TRUST CO NA

33.16K

Mar 31, 26

-976

0.01%

Rede Wealth, LLC

32.57K

Mar 31, 26

-7.32K

0.01%

NewEdge Advisors, LLC

32.22K

Mar 31, 26

+2.41K

0.01%

Endowment Wealth Management, Inc.

32.22K

Mar 31, 26

-1.71K

0.01%

Invesco Ltd.

31.63K

Mar 31, 26

-777

0.01%

INTEGRITY WEALTH ADVISORS, INC.

31.02K

Mar 31, 26

-7.41K

0.01%

Key Client Fiduciary Advisors, LLC

30.73K

Mar 31, 26

-604

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

30.43K

Mar 31, 26

-4.00K

0.01%

Belpointe Asset Management LLC

30.30K

Mar 31, 26

+30.30K

0.01%

LaSalle St. Investment Advisors, LLC

30.14K

Mar 31, 26

+1.22K

0.01%

SIGNATUREFD, LLC

29.98K

Mar 31, 26

+29.98K

0.01%

Rossby Financial, LCC

29.18K

Mar 31, 26

+27.13K

0.01%

Evergreen Wealth Solutions, LLC

28.45K

Mar 31, 26

-295

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

28.44K

Mar 31, 26

-10.44K

0.01%

Canal Capital Management, LLC

28.18K

Mar 31, 26

-36.31K

0.01%

XTX Topco Ltd

28.05K

Mar 31, 26

+10.62K

0.01%

CI Private Wealth, LLC

27.42K

Mar 31, 26

+1.52K

0.01%

CAPTRUST FINANCIAL ADVISORS

27.13K

Mar 31, 26

+449

0.01%

Vident Advisory, LLC

27.07K

Mar 31, 26

-21.65K

0.01%

Wallace Advisory Group, LLC

26.75K

Mar 31, 26

+26.75K

0.01%

Vise Technologies, Inc.

26.68K

Mar 31, 26

0.01%

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

26.43K

Mar 31, 26

-12.64K

0.01%

Wallace Hart LLC

25.35K

Mar 31, 26

+12.08K

0.01%

Fortress Wealth Group, LLC

25.22K

Mar 31, 26

+25.22K

0.01%

Game Plan Financial Advisors, LLC

24.71K

Mar 31, 26

+24.24K

0.01%

HighPoint Advisor Group LLC

24.41K

Mar 31, 26

+2.45K

0.01%

Richmond Investment Services, LLC

24.26K

Mar 31, 26

+3.86K

0.01%

SMART Wealth LLC

24.09K

Mar 31, 26

+24.09K

0.01%

BARCLAYS PLC

23.00K

Mar 31, 26

+23.00K

0.01%

FARMERS TRUST CO

22.99K

Mar 31, 26

-963

0.01%

WOLFF WIESE MAGANA LLC

22.89K

Mar 31, 26

+21.44K

0.01%

Matrix Trust Co

22.77K

Mar 31, 26

+22.77K

0.01%

Focus Financial Network, Inc.

22.52K

Mar 31, 26

-2.36K

0.01%

Modern Wealth Management, LLC

22.00K

Mar 31, 26

+22.00K

0.01%

TRUIST FINANCIAL CORP

21.88K

Mar 31, 26

+2.13K

0.01%

Atomi Financial Group, Inc.

21.82K

Mar 31, 26

+9.62K

0.01%

Prostatis Group LLC

21.82K

Mar 31, 26

-1.01K

0.01%

DGS Capital Management, LLC

21.41K

Mar 31, 26

-2.23K

0.01%

Trek Financial, LLC

21.23K

Mar 31, 26

+21.23K

0.01%

Dorsey & Whitney Trust CO LLC

20.91K

Mar 31, 26

-1.57K

0.01%

North Forty Two & Co.

19.63K

Mar 31, 26

0.01%

GUIDANCE CAPITAL, INC

19.25K

Mar 31, 26

-55.74K

0.01%

NATIXIS ADVISORS, L.P.

17.92K

Mar 31, 26

+2.75K

0.00%

Warren Street Wealth Advisors, LLC

17.90K

Mar 31, 26

-962

0.00%

Advisory Services Network, LLC

17.32K

Mar 31, 26

-5.10K

0.00%

MATAURO, LLC

17.31K

Mar 31, 26

+5.22K

0.00%

London & Capital Asset Management Ltd

16.81K

Mar 31, 26

0.00%

Koshinski Asset Management, Inc.

16.65K

Mar 31, 26

-2.29K

0.00%

Gladstone Institutional Advisory LLC

16.51K

Mar 31, 26

+346

0.00%

Stratos Wealth Partners, LTD.

16.30K

Mar 31, 26

+235

0.00%

PFG Investments, LLC

15.88K

Mar 31, 26

-1.46K

0.00%

Total Clarity Wealth Management, Inc.

15.58K

Mar 31, 26

+15.58K

0.00%

Beacon Financial Advisory LLC

15.54K

Mar 31, 26

+15.54K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

15.10K

Mar 31, 26

+130

0.00%

TRUE Private Wealth Advisors

14.97K

Mar 31, 26

-517

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

14.97K

Mar 31, 26

-133

0.00%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

14.52K

Mar 31, 26

-1.54K

0.00%

Blueprint Financial Advisors LLC

14.48K

Mar 31, 26

+14.48K

0.00%

Blueprint Investment Partners LLC

14.48K

Mar 31, 26

+14.48K

0.00%

IHT Wealth Management, LLC

14.44K

Mar 31, 26

-171

0.00%

Estate Counselors, LLC

14.32K

Mar 31, 26

-14.60K

0.00%

D.A. DAVIDSON & CO.

14.20K

Mar 31, 26

-318

0.00%

B & T Capital Management DBA Alpha Capital Management

14.12K

Mar 31, 26

-1.00K

0.00%

Summit Financial, LLC

14.04K

Mar 31, 26

+14.04K

0.00%

WCG Wealth Advisors LLC

14.02K

Mar 31, 26

+14.02K

0.00%

Inspire Advisors, LLC

13.95K

Mar 31, 26

+13.95K

0.00%

White Lighthouse Investment Management Inc.

13.48K

Mar 31, 26

-14

0.00%

Financial Network Wealth Advisors LLC

13.46K

Mar 31, 26

+13.46K

0.00%

Gateway Wealth Partners, LLC

13.37K

Mar 31, 26

+13.37K

0.00%

VERUS CAPITAL PARTNERS, LLC

13.37K

Mar 31, 26

+624

0.00%

Reyes Financial Architecture, Inc.

13.33K

Mar 31, 26

+7.89K

0.00%

Western Wealth Management, LLC

13.31K

Mar 31, 26

-1.66K

0.00%

Betterment LLC

13.08K

Mar 31, 26

+13.08K

0.00%

WEDBUSH SECURITIES INC

12.88K

Mar 31, 26

+155

0.00%

Integrated Advisors Network LLC

12.74K

Mar 31, 26

+905

0.00%

Merit Financial Group, LLC

12.74K

Mar 31, 26

+948

0.00%

TI-TRUST, INC

12.57K

Mar 31, 26

0.00%

M1 Capital Management LLC

12.55K

Mar 31, 26

+914

0.00%

Prosperity Consulting Group, LLC

12.54K

Mar 31, 26

+12.54K

0.00%

Visionary Wealth Advisors

12.26K

Mar 31, 26

-9.93K

0.00%

Sunbelt Securities, Inc.

12.26K

Mar 31, 26

+12.25K

0.00%

Trueblood Wealth Management, LLC

12.19K

Mar 31, 26

0.00%

Callan Family Office, LLC

12.14K

Mar 31, 26

+1.74K

0.00%

LEUTHOLD GROUP, LLC

12.12K

Mar 31, 26

+12.12K

0.00%

TrueWealth Financial Partners

12.12K

Mar 31, 26

+12.12K

0.00%

McKinley Carter Wealth Services, Inc.

12.01K

Mar 31, 26

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

11.98K

Mar 31, 26

-76.83K

0.00%

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

11.93K

Mar 31, 26

-1.34K

0.00%

Pensionmark Financial Group, LLC

11.89K

Mar 31, 26

-5.21K

0.00%

Facet Wealth, Inc.

11.76K

Mar 31, 26

+11.76K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

11.70K

Mar 31, 26

+452

0.00%

Lunt Capital Management, Inc.

11.52K

Mar 31, 26

0.00%

Waverly Advisors, LLC

11.39K

Mar 31, 26

+11.39K

0.00%

NORDEN GROUP LLC

11.36K

Mar 31, 26

+11.36K

0.00%

Petros Family Wealth, LLC

11.23K

Mar 31, 26

-7.17K

0.00%

BCS Private Wealth Management, Inc.

11.21K

Mar 31, 26

0.00%

Balboa Wealth Partners

11.11K

Mar 31, 26

+11.11K

0.00%

Ignite Planners, LLC

11.06K

Mar 31, 26

-100

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

11.03K

Mar 31, 26

+8.45K

0.00%

Root Financial Partners, LLC

10.77K

Mar 31, 26

+7.85K

0.00%

Optivise Advisory Services LLC

10.61K

Mar 31, 26

+10.61K

0.00%

Greenwich Wealth Management LLC

10.49K

Mar 31, 26

+10.49K

0.00%

Coastal Bridge Advisors, LLC

10.45K

Mar 31, 26

-250

0.00%

BNP PARIBAS ARBITRAGE, SNC

10.37K

Mar 31, 26

-60.08K

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

10.35K

Mar 31, 26

+10.35K

0.00%

Resources Investment Advisors, LLC.

10.31K

Mar 31, 26

+10.31K

0.00%

Strategic Blueprint, LLC

10.26K

Mar 31, 26

-99

0.00%

Bryn Mawr Capital Management, LLC

10.12K

Mar 31, 26

-584

0.00%

Merkkuri Wealth Advisors LLC

7.36K

Mar 31, 26

+7.36K

0.00%

Clearstead Advisors, LLC

7.06K

Mar 31, 26

-275

0.00%

Greykasell Wealth Strategies, Inc.

7.03K

Mar 31, 26

+7.03K

0.00%

CULLEN/FROST BANKERS, INC.

6.65K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

6.44K

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

6.18K

Mar 31, 26

-19

0.00%

Ameritas Investment Partners, Inc.

6.00K

Mar 31, 26

0.00%

Parallel Advisors, LLC

5.70K

Mar 31, 26

+460

0.00%

Coston, McIsaac & Partners

4.95K

Mar 31, 26

0.00%

BESSEMER GROUP INC

4.81K

Mar 31, 26

0.00%

IFS Advisors, LLC

4.70K

Mar 31, 26

0.00%

Tidemark, LLC

4.43K

Mar 31, 26

+4.43K

0.00%

Global Assets Advisory, LLC

4.23K

Mar 31, 26

+4.23K

0.00%

NVWM, LLC

3.74K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

3.40K

Mar 31, 26

-100

0.00%

CENTRAL TRUST Co

3.20K

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

2.77K

Mar 31, 26

0.00%

Allworth Financial LP

2.55K

Mar 31, 26

+1.43K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.40K

Mar 31, 26

-141

0.00%

Bruce G. Allen Investments, LLC

2.28K

Mar 31, 26

+530

0.00%

HAZLETT, BURT & WATSON, INC.

2.17K

Mar 31, 26

0.00%

City State Bank

1.95K

Mar 31, 26

0.00%

Golden State Equity Partners

1.94K

Mar 31, 26

+1.94K

0.00%

Arkos Global Advisors

1.91K

Mar 31, 26

+1.91K

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

1.88K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.85K

Mar 31, 26

0.00%

United Community Bank

1.85K

Mar 31, 26

0.00%

Avion Wealth

1.82K

Mar 31, 26

0.00%

Advisors Preferred, LLC

1.35K

Mar 31, 26

+1.35K

0.00%

CALDWELL SUTTER CAPITAL, INC.

1.35K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

1.31K

Mar 31, 26

0.00%

Capital Analysts, LLC

1.17K

Mar 31, 26

+35

0.00%

Darwin Wealth Management, LLC

1.16K

Mar 31, 26

+862

0.00%

Salomon & Ludwin, LLC

1.04K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

1.03K

Mar 31, 26

-328

0.00%

PINNEY & SCOFIELD, INC.

1.02K

Mar 31, 26

+1.02K

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.02K

Mar 31, 26

+878

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

935

Mar 31, 26

0.00%

Larson Financial Group LLC

931

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

900

Mar 31, 26

+900

0.00%

Strategic Wealth Partners, Ltd.

889

Mar 31, 26

-130

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

787

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

777

Mar 31, 26

0.00%

Asset Dedication, LLC

771

Mar 31, 26

0.00%

Nova Wealth Management, Inc.

771

Mar 31, 26

+439

0.00%

NBC SECURITIES, INC.

720

Mar 31, 26

+720

0.00%

GABLES CAPITAL MANAGEMENT INC.

715

Mar 31, 26

0.00%

GROUP ONE TRADING, L.P.

712

Mar 31, 26

+540

0.00%

Ameliora Wealth Management Ltd.

698

Mar 31, 26

0.00%

Key FInancial Inc

589

Mar 31, 26

-17

0.00%

BROWN BROTHERS HARRIMAN & CO

438

Mar 31, 26

0.00%

Versant Capital Management, Inc

410

Mar 31, 26

0.00%

PROTECTIVE LIFE CORP

404

Mar 31, 26

+404

0.00%

CHILTON CAPITAL MANAGEMENT LLC

396

Mar 31, 26

+396

0.00%

Tower Research Capital LLC (TRC)

382

Mar 31, 26

+382

0.00%

EVERMAY WEALTH MANAGEMENT LLC

363

Mar 31, 26

+203

0.00%

Bogart Wealth, LLC

356

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

350

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

308

Mar 31, 26

0.00%

HOEY INVESTMENTS, INC

300

Mar 31, 26

0.00%

BURKETT FINANCIAL SERVICES, LLC

292

Mar 31, 26

+292

0.00%

Physician Wealth Advisors, Inc.

261

Mar 31, 26

+261

0.00%

Marshall & Sterling Wealth Advisors Inc.

249

Mar 31, 26

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

224

Mar 31, 26

0.00%

LAM GROUP, INC.

215

Mar 31, 26

+215

0.00%

Ulland Investment Advisors, LLC

213

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

209

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

200

Mar 31, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

182

Mar 31, 26

0.00%

Synergy Investment Management, LLC

182

Mar 31, 26

+182

0.00%

BROWN, LISLE/CUMMINGS, INC.

166

Mar 31, 26

+166

0.00%

North Star Investment Management Corp.

164

Mar 31, 26

0.00%

Cheviot Value Management, LLC

146

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

143

Mar 31, 26

-447

0.00%

VSM Wealth Advisory, LLC

135

Mar 31, 26

+135

0.00%

Cornerstone Planning Group LLC

122

Mar 31, 26

0.00%

TD Capital Management LLC

112

Mar 31, 26

-112

0.00%

Covestor Ltd

Mar 31, 26

+34

0.00%

Fairscale Capital, LLC

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+66

0.00%

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

Mar 31, 26

0.00%

Winthrop Capital Management, LLC

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

Hilltop National Bank

Mar 31, 26

-84

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

+27

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+12

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

Mar 31, 26

-4

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

Brookwood Investment Group LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-23.78K

Johnson Financial Group, Inc.

Mar 31, 26

-88

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-193.86K

YANKCOM Partnership

Mar 31, 26

-35

IFG Advisory, LLC

Mar 31, 26

-131.71K

FLOW TRADERS U.S. LLC

Mar 31, 26

-55.29K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-28.92K

Investors Research Corp

Mar 31, 26

-3.54K

Coppell Advisory Solutions LLC

Mar 31, 26

-11.00K

THOMPSON INVESTMENT MANAGEMENT, INC.

Mar 31, 26

-1.24K

Retirement Wealth Solutions LLC

Mar 31, 26

-79

Sageworth Trust Co

Mar 31, 26

-16.29K

J. Safra Sarasin Holding AG

Mar 31, 26

-32.00K

OPTIMA CAPITAL LLC

Mar 31, 26

-1.14K

Qube Research & Technologies Ltd

Mar 31, 26

-100.17K

Integrity Investment Advisors, LLC

Mar 31, 26

-10.16K

Cape Investment Advisory, Inc.

Mar 31, 26

-2.27K

GoalVest Advisory LLC

Mar 31, 26

-80

Keel Point, LLC

Mar 31, 26

-17.99K

Portland Financial Advisors Inc

Mar 31, 26

-11.63K

Wealth Watch Advisors, INC

Mar 31, 26

-8.16K

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Mar 31, 26

-25

JANE STREET GROUP, LLC

Mar 31, 26

-618.21K

Palouse Capital Management, Inc.

Mar 31, 26

-222

Worth Financial Advisory Group, LLC

Mar 31, 26

-10.99K

Modera Wealth Management, LLC

Mar 31, 26

-63.71K

CX Institutional

Mar 31, 26

-1.01K

OLD MISSION CAPITAL LLC

Mar 31, 26

-12.60K

ALERUS FINANCIAL NA

Mar 31, 26

-103

Pacifica Partners Inc.

Mar 31, 26

-1.99K

Edgestream Partners, L.P.

Mar 31, 26

-12.98K

FMR LLC

Mar 31, 26

-19.99M

Janney Capital Management LLC

795.88K

Dec 31, 25

-30.92K

0.21%

Quent Long Short Global Small Cap Fund, LP

364.65K

Dec 31, 25

+364.65K

0.10%

COMERICA BANK

255.19K

Dec 31, 25

-15.02K

0.07%

Principia Wealth Advisory, LLC

176.84K

Dec 31, 25

+142.38K

0.05%

Global Retirement Partners, LLC

74.87K

Dec 31, 25

-3.54K

0.02%

TRUST CO OF VERMONT

5.06K

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

2.36K

Dec 31, 25

+2.36K

0.00%

ORG Partners LLC

2.27K

Dec 31, 25

-297

0.00%

CIBC Private Wealth Group, LLC

335

Dec 31, 25

+12

0.00%

SageView Advisory Group, LLC

181

Dec 31, 25

+181

0.00%

Capitolis Liquid Global Markets LLC

Dec 31, 25

-530.30K

Main Street Financial Solutions, LLC

Dec 31, 25

-10.87K

JFG Wealth Management, LLC

307.94K

Sep 30, 25

-16.23K

0.08%

Abich Financial Wealth Management LLC

41.73K

Sep 30, 25

+41.73K

0.01%

Guerra Advisors Inc

312

Sep 30, 25

+312

0.00%

Cubist Systematic Strategies, LLC

Sep 30, 25

-11.15K

Financial Advocates Investment Management

Sep 30, 25

-12.98K

OLYMPUS WEALTH MANAGEMENT, LLC

277.42K

Jun 30, 25

+65.03K

0.07%

Congress Wealth Management LLC / DE /

123.44K

Jun 30, 25

-4.24K

0.03%

Atria Wealth Solutions, Inc.

50.97K

Jun 30, 25

-26.25K

0.01%

AVANTAX ADVISORY SERVICES, INC.

48.76K

Jun 30, 25

-28.47K

0.01%

Good Life Advisors, LLC

10.90K

Jun 30, 25

-1.86K

0.00%

MONTAG & CALDWELL, LLC

3.26K

Jun 30, 25

0.00%

Financial Gravity Companies, Inc.

2.92K

Jun 30, 25

+2.92K

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

+22

0.00%

Orion Portfolio Solutions, LLC

378.13K

Mar 31, 25

+342.21K

0.10%

Sandy Spring Bank

2.76K

Mar 31, 25

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.10K

Mar 31, 25

+569

0.00%

Executive Wealth Management, LLC

480.54K

Dec 31, 24

+27.95K

0.13%

Wellington Wealth Strategies, LLC.

44.28K

Dec 31, 24

+7.32K

0.01%

WINTRUST INVESTMENTS LLC

19.68K

Dec 31, 24

+1.88K

0.01%

TrinityPoint Wealth, LLC

12.20K

Dec 31, 24

+500

0.00%

BOSTON FINANCIAL MANGEMENT LLC

Dec 31, 24

-40.45K

RAYMOND JAMES & ASSOCIATES

185.69K

Sep 30, 24

-24.67K

0.05%

Raymond James Financial Services Advisors, Inc.

126.33K

Sep 30, 24

-1.65M

0.03%

Axiom Advisory, LLC

50.82K

Sep 30, 24

+811

0.01%

Zega Financial, LLC

40.98K

Sep 30, 24

+25.18K

0.01%

Kowal Investment Group, LLC

38.60K

Sep 30, 24

+4.33K

0.01%

RAYMOND JAMES TRUST N.A.

23.86K

Sep 30, 24

-4.50K

0.01%

VitalStone Financial, LLC

5.26K

Sep 30, 24

-6.30K

0.00%

Peterson Financial Group, Inc.

759

Sep 30, 24

+759

0.00%

Carmenna Advisors LLC

1.02M

Jun 30, 24

+1.02M

0.27%

Vantage Financial Partners Ltd., Inc.

36.54K

Jun 30, 24

-390.09K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

25.81K

Jun 30, 24

+554

0.01%

Epic Trust Investment Advisors, LLC

10.62K

Jun 30, 24

-571

0.00%

EMFO, LLC

833

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.51K

InterOcean Capital Group, LLC

271.82K

Mar 31, 24

+66.65K

0.07%

Cetera Advisor Networks LLC

101.76K

Mar 31, 24

-1.94K

0.03%

Cetera Advisors LLC

37.31K

Mar 31, 24

+3.97K

0.01%

Retirement Group, LLC

24.70K

Mar 31, 24

-11.81K

0.01%

Coppell Advisory Solutions Corp.

11.59K

Mar 31, 24

+11.59K

0.00%

Charles Schwab Investment Advisory, Inc.

10.67K

Mar 31, 24

+10.67K

0.00%

CAMBRIDGE TRUST CO

Mar 31, 24

-22

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Mar 31, 24

-255.51K

Engrave Wealth Partners LLC

682.40K

Dec 31, 23

-135.34K

0.18%

NinePointTwo Capital LLC

663.94K

Dec 31, 23

-38.64K

0.17%

Traverso Chambers Private Wealth Management, LLC

597.36K

Dec 31, 23

+38.24K

0.16%

FOCUS FINANCIAL NETWORK INC /ADV

107.91K

Dec 31, 23

+107.91K

0.03%

GREENLIGHT CAPITAL INC

96.99K

Dec 31, 23

0.03%

SevenOneSeven Capital Management

15.78K

Dec 31, 23

-133.34K

0.00%

Baystate Wealth Management LLC

2.08K

Dec 31, 23

0.00%

Cannell & Co.

Dec 31, 23

-28.50K

Simplicity Solutions, LLC

Dec 31, 23

-159.13K

Wavelength Capital Management, LLC

64.00K

Sep 30, 23

+64.00K

0.02%

Virginia National Bank

20.29K

Sep 30, 23

-282

0.01%

DESTINY CAPITAL SECURITIES CORPORATION

15.67K

Sep 30, 23

+15.67K

0.00%

KENFARB & CO.

1.40K

Sep 30, 23

0.00%

PFS INVESTMENTS INC.

675.38K

Jun 30, 23

+10.85K

0.18%

LEO BROKERAGE, LLC

148.46K

Jun 30, 23

+22.16K

0.04%

Vident Investment Advisory, LLC

Jun 30, 23

-67.16K

BerganKDV Wealth Management, LLC

Jun 30, 23

-5.62K

Kalos Management, Inc.

Jun 30, 23

-4.04K

Baldrige Asset Management LLC

3.62K

Mar 31, 23

+335

0.00%

Quantitative Advantage, LLC

Mar 31, 23

-251.34K

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-489.80K

Personal Capital Advisors Corp

15.91M

Dec 31, 22

+963.44K

4.16%

Claraphi Advisory Network, LLC

283.60K

Dec 31, 22

+139.14K

0.07%

LFS ASSET MANAGEMENT

251.19K

Sep 30, 22

+30.77K

0.07%

Covington Capital Management

119.68K

Sep 30, 22

+1.05K

0.03%

Jefferies Group LLC

71.53K

Sep 30, 22

-33.47K

0.02%

H. L. Ormond & Company, LLC

43.94K

Sep 30, 22

-15.19K

0.01%

MUFG Americas Holdings Corp

42.15K

Sep 30, 22

-2.48K

0.01%

Bell Rock Capital LLC

34.65K

Sep 30, 22

+34.65K

0.01%

Round Table Services, LLC

15.57K

Sep 30, 22

-2.28K

0.00%

Strategic Asset Management, LLC

13.26K

Sep 30, 22

+422

0.00%

REGENTATLANTIC CAPITAL LLC

10.10K

Sep 30, 22

+10.10K

0.00%

American Portfolios Advisors

4.14K

Sep 30, 22

+1.20K

0.00%

Surevest, LLC

323

Sep 30, 22

+323

0.00%

FourThought Financial, LLC

Sep 30, 22

0.00%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

Sep 30, 22

-478.76K

Farmer Steven Patrick

1.24M

Jun 30, 22

+1.24M

0.32%

Frontier Wealth Management LLC

1.24M

Jun 30, 22

+1.24M

0.32%

B. Riley Wealth Management, Inc.

1.07M

Jun 30, 22

+745.25K

0.28%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

208.77K

Jun 30, 22

+21.23K

0.05%

KerberRose Wealth Management, LLC

21.34K

Jun 30, 22

+21.34K

0.01%

BIVIN & ASSOCIATES, INC.

100

Jun 30, 22

0.00%

Lake Point Wealth Management

Jun 30, 22

0.00%

People's United Financial, Inc.

536.45K

Mar 31, 22

-86.51K

0.14%

B, B, H, & B INC.

286.76K

Mar 31, 22

+58.73K

0.07%

IndexIQ Advisors LLC

59.94K

Mar 31, 22

+59.94K

0.02%

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

-3.28K

FINANCIAL MANAGEMENT CONCEPTS CORP /ADV

635.24K

Dec 31, 21

-44.97K

0.17%

MIRSKY FINANCIAL MANAGEMENT CORP.

259.32K

Dec 31, 21

+14.99K

0.07%

NEXT Financial Group, Inc

13.03K

Dec 31, 21

+1.17K

0.00%

JD Financial Services Inc.

12.36K

Dec 31, 21

-12.64K

0.00%

Crescent Capital Consulting, LLC

3.00K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

685

Dec 31, 21

-5.46K

0.00%

Landsberg, Bennett, & Dubbaneh LLC

1.52M

Sep 30, 21

-549.08K

0.40%

Cascadia Advisory Services, LLC

154.26K

Sep 30, 21

+2.90K

0.04%

LEVEL FOUR FINANCIAL, LLC

23.68K

Sep 30, 21

+1.00K

0.01%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

9.62K

Sep 30, 21

+9.62K

0.00%

BBVA USA

2.85K

Sep 30, 21

0.00%

BADGLEY PHELPS & BELL INC

694.91K

Jun 30, 21

+28.79K

0.18%

Blue Sky Asset Management, LLC

61.23K

Dec 31, 20

+61.23K

0.02%

ROWLAND CARMICHAEL ADVISORS INC /ADV

16.75K

Dec 31, 20

-23.21K

0.00%

Reby Advisors, LLC

1.78K

Dec 31, 20

+1.78K

0.00%

SUNFLOWER BANK, NA WEALTH MANAGEMENT

31.18K

Sep 30, 20

+31.18K

0.01%

First Allied Advisory Services, Inc.

19.81K

Sep 30, 20

+19.81K

0.01%

Wealthspire Advisors, L.P.

Sep 30, 20

-11.03K

BRINKER CAPITAL INC

10.96K

Jun 30, 20

+10.96K

0.00%

Global Financial Private Capital, Inc

181

Jun 30, 20

-50

0.00%

TRUEWEALTH LLC

Jun 30, 20

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

243.83K

Dec 31, 19

+66.51K

0.06%

Advisor Group, Inc.

196.54K

Dec 31, 19

-28.40K

0.05%

MADISON INVESTMENT HOLDINGS INC

360.83K

Sep 30, 19

-555.42K

0.09%

Wealth & Pension Services Group, Inc.

12.04K

Sep 30, 19

+1.17K

0.00%

BB&T SECURITIES, LLC

Sep 30, 19

-10.17K

HARVEST CAPITAL MANAGEMENT INC

828.62K

Jun 30, 19

-257.63K

0.22%

Live Your Vision, LLC

237.77K

Mar 31, 19

+11.55K

0.06%

HL FINANCIAL SERVICES LLC

33.16K

Mar 31, 19

-7.35K

0.01%

AFAM CAPITAL, INC.

Sep 30, 18

-52.61K