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PFF(PFF)

PFF

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Holder

Date

Change

% Held

Post Resch Tallon Group Inc.

95.30K

Jun 30, 26

+1.67K

0.02%

Dynamic Advisor Solutions LLC

93.37K

Jun 30, 26

+7.00K

0.02%

CONGRESS ASSET MANAGEMENT CO /MA

87.92K

Jun 30, 26

-5.08K

0.02%

FOCUS Wealth Advisors, LLC

72.99K

Jun 30, 26

+2.37K

0.02%

PRIVATE CLIENT SERVICES, LLC

51.53K

Jun 30, 26

+3.12K

0.01%

CANANDAIGUA NATIONAL BANK & TRUST CO

37.81K

Jun 30, 26

+37.81K

0.01%

Red Spruce Capital, LLC

25.68K

Jun 30, 26

0.01%

ECLECTIC ASSOCIATES INC /ADV

15.44K

Jun 30, 26

-220

0.00%

GAMMA Investing LLC

14.64K

Jun 30, 26

+8.38K

0.00%

VisionPoint Advisory Group, LLC

14.07K

Jun 30, 26

-52

0.00%

HARBOR INVESTMENT ADVISORY, LLC

13.97K

Jun 30, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

11.81K

Jun 30, 26

+19

0.00%

180 WEALTH ADVISORS, LLC

8.71K

Jun 30, 26

0.00%

CX Institutional

628

Jun 30, 26

-1.65K

0.00%

Byrne Asset Management LLC

425

Jun 30, 26

0.00%

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-7.02K

Global Wealth Strategies & Associates

Jun 30, 26

-24

BANK OF AMERICA CORP /DE/

22.75M

Mar 31, 26

+84.38K

5.26%

MORGAN STANLEY

15.02M

Mar 31, 26

-787.79K

3.47%

WELLS FARGO & COMPANY/MN

9.48M

Mar 31, 26

-14.93K

2.19%

LPL Financial LLC

7.71M

Mar 31, 26

-151.33K

1.78%

UBS Group AG

6.10M

Mar 31, 26

+59.75K

1.41%

ROYAL BANK OF CANADA

4.25M

Mar 31, 26

+147.99K

0.98%

ENVESTNET ASSET MANAGEMENT INC

4.20M

Mar 31, 26

+246.02K

0.97%

Mariner, LLC

3.43M

Mar 31, 26

-374.17K

0.79%

FIRST INTERSTATE BANK

2.90M

Mar 31, 26

-7.21K

0.67%

BlackRock, Inc.

2.77M

Mar 31, 26

+338.28K

0.64%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

2.20M

Mar 31, 26

+65.17K

0.51%

RAYMOND JAMES FINANCIAL INC

2.16M

Mar 31, 26

-1.07M

0.50%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

1.95M

Mar 31, 26

+51.68K

0.45%

TRUIST FINANCIAL CORP

1.71M

Mar 31, 26

-107.81K

0.40%

Steward Partners Investment Advisory, LLC

1.68M

Mar 31, 26

+29.92K

0.39%

US BANCORP \DE\

1.57M

Mar 31, 26

-193.85K

0.36%

Cetera Investment Advisers

1.54M

Mar 31, 26

-224.04K

0.36%

FIFTH THIRD BANCORP

1.52M

Mar 31, 26

+290.19K

0.35%

Rockefeller Capital Management L.P.

1.45M

Mar 31, 26

+132.26K

0.34%

AMERIPRISE FINANCIAL INC

1.40M

Mar 31, 26

-50.63K

0.32%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

1.30M

Mar 31, 26

+149.02K

0.30%

GREENLEAF TRUST

1.25M

Mar 31, 26

+41.83K

0.29%

ADVISOR GROUP HOLDINGS, INC.

1.19M

Mar 31, 26

-65.83K

0.28%

COMMONWEALTH EQUITY SERVICES, LLC

1.15M

Mar 31, 26

-161.41K

0.27%

Baird Financial Group, Inc.

1.09M

Mar 31, 26

+32.26K

0.25%

GDS Wealth Management

1.06M

Mar 31, 26

+106.25K

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.04M

Mar 31, 26

-2.29K

0.24%

STIFEL FINANCIAL CORP

1.01M

Mar 31, 26

+171.71K

0.23%

MAI Capital Management

981.60K

Mar 31, 26

+54.22K

0.23%

FUKOKU MUTUAL LIFE INSURANCE Co

955.50K

Mar 31, 26

-21.60K

0.22%

Cerity Partners LLC

886.12K

Mar 31, 26

+112.51K

0.20%

Jaffetilchin Investment Partners, LLC

855.36K

Mar 31, 26

+91.75K

0.20%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

850.23K

Mar 31, 26

-183.51K

0.20%

COMMERCE BANK

844.88K

Mar 31, 26

+25.49K

0.20%

Dakota Wealth Management

833.09K

Mar 31, 26

-101.91K

0.19%

Hennion & Walsh Asset Management, Inc.

821.92K

Mar 31, 26

+32.12K

0.19%

HighTower Advisors, LLC

815.85K

Mar 31, 26

+46.79K

0.19%

HRT FINANCIAL LP

711.52K

Mar 31, 26

+355.17K

0.16%

BARD ASSOCIATES INC

691.88K

Mar 31, 26

-2.09K

0.16%

Pure Financial Advisors, LLC

679.89K

Mar 31, 26

+35.03K

0.16%

Summit Financial Wealth Advisors, LLC

676.19K

Mar 31, 26

-24.32K

0.16%

Kestra Advisory Services, LLC

635.44K

Mar 31, 26

+74.24K

0.15%

Northside Capital Management, LLC

632.67K

Mar 31, 26

+3.85K

0.15%

CITIGROUP INC

631.89K

Mar 31, 26

+61.71K

0.15%

KEYBANK NATIONAL ASSOCIATION/OH

613.35K

Mar 31, 26

-29.94K

0.14%

SeaBridge Investment Advisors LLC

595.90K

Mar 31, 26

+78.03K

0.14%

WELCH & FORBES LLC

584.74K

Mar 31, 26

-9.69K

0.14%

DEUTSCHE BANK AG\

584.60K

Mar 31, 26

-8.03K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

558.77K

Mar 31, 26

-61.28K

0.13%

Cambridge Investment Research Advisors, Inc.

536.36K

Mar 31, 26

-3.40K

0.12%

Sanctuary Advisors, LLC

514.76K

Mar 31, 26

+119.40K

0.12%

SWAN Capital LLC

504.45K

Mar 31, 26

+95.31K

0.12%

MML INVESTORS SERVICES, LLC

496.99K

Mar 31, 26

-67.92K

0.11%

STEPHENS INC /AR/

493.47K

Mar 31, 26

-19.92K

0.11%

WILEY BROS.-AINTREE CAPITAL, LLC

492.03K

Mar 31, 26

+22.23K

0.11%

Stratos Wealth Partners, LTD.

485.45K

Mar 31, 26

-154.29K

0.11%

Envestnet Portfolio Solutions, Inc.

483.08K

Mar 31, 26

-23.05K

0.11%

Ballast, Inc.

428.20K

Mar 31, 26

+12.83K

0.10%

Robertson Stephens Wealth Management, LLC

426.44K

Mar 31, 26

-18.52K

0.10%

NewEdge Advisors, LLC

425.93K

Mar 31, 26

+15.38K

0.10%

SBI Securities Co., Ltd.

423.49K

Mar 31, 26

-2.42K

0.10%

FULTON BREAKEFIELD BROENNIMAN LLC

409.67K

Mar 31, 26

+1.33K

0.09%

FIRST CITIZENS BANK & TRUST CO

401.37K

Mar 31, 26

+11.43K

0.09%

CONNING INC.

390.50K

Mar 31, 26

0.09%

JONES FINANCIAL COMPANIES LLLP

385.56K

Mar 31, 26

-54.88K

0.09%

CAPTRUST FINANCIAL ADVISORS

382.91K

Mar 31, 26

+96.00K

0.09%

Oak Harvest Investment Services

370.88K

Mar 31, 26

+27.88K

0.09%

MERCER GLOBAL ADVISORS INC /ADV

364.90K

Mar 31, 26

-45.99K

0.08%

Colony Group, LLC

350.50K

Mar 31, 26

-6.46K

0.08%

Stablepoint Partners, LLC

339.84K

Mar 31, 26

+71.14K

0.08%

Sanibel Captiva Trust Company, Inc.

337.62K

Mar 31, 26

-13.11K

0.08%

BANK OF MONTREAL /CAN/

309.49K

Mar 31, 26

+13.70K

0.07%

Mountain Hill Investment Partners Corp.

303.63K

Mar 31, 26

+8.23K

0.07%

AMG National Trust Bank

299.02K

Mar 31, 26

-516

0.07%

DAVENPORT & Co LLC

286.60K

Mar 31, 26

+25.89K

0.07%

ANGELES WEALTH MANAGEMENT, LLC

285.55K

Mar 31, 26

+23.00K

0.07%

CI Private Wealth, LLC

276.56K

Mar 31, 26

-62.14K

0.06%

Parkside Investments, LLC

271.16K

Mar 31, 26

-192.88K

0.06%

Freedom Day Solutions, LLC

268.35K

Mar 31, 26

+14.82K

0.06%

HUNTINGTON NATIONAL BANK

268.26K

Mar 31, 26

-15.10K

0.06%

Prospera Financial Services Inc

266.02K

Mar 31, 26

+23.34K

0.06%

PEAPACK GLADSTONE FINANCIAL CORP

250.63K

Mar 31, 26

-10.41K

0.06%

Mesirow Financial Investment Management, Inc.

243.71K

Mar 31, 26

+79.48K

0.06%

Regal Investment Advisors LLC

240.72K

Mar 31, 26

+8.78K

0.06%

Private Advisor Group, LLC

236.52K

Mar 31, 26

+13.89K

0.05%

Capital Square, LLC

233.58K

Mar 31, 26

+204.21K

0.05%

Centiva Capital, LP

232.70K

Mar 31, 26

+232.70K

0.05%

D.A. DAVIDSON & CO.

232.38K

Mar 31, 26

+5.16K

0.05%

Lido Advisors, LLC

231.99K

Mar 31, 26

+41.65K

0.05%

Insight Wealth Strategies, LLC

225.27K

Mar 31, 26

-349.77K

0.05%

Adviser Investments LLC

218.89K

Mar 31, 26

-626

0.05%

Strategic Wealth Investment Group, LLC

217.94K

Mar 31, 26

+1.52K

0.05%

CIM, LLC

209.99K

Mar 31, 26

+187

0.05%

Gerber Kawasaki Wealth & Investment Management

203.23K

Mar 31, 26

-22.28K

0.05%

RPg Family Wealth Advisory, LLC

203.16K

Mar 31, 26

+24.48K

0.05%

Risk Paradigm Group, LLC

203.10K

Mar 31, 26

+15.74K

0.05%

Cornerstone Financial Group, LLC /NE/

201.19K

Mar 31, 26

+9.32K

0.05%

GOLDMAN SACHS GROUP INC

200.33K

Mar 31, 26

+37.44K

0.05%

ASSETMARK, INC

198.33K

Mar 31, 26

+14.49K

0.05%

Blue Fin Capital, Inc.

196.08K

Mar 31, 26

+13.12K

0.05%

Fortress Financial Solutions, LLC

193.09K

Mar 31, 26

+7.99K

0.04%

ZACKS INVESTMENT MANAGEMENT

192.69K

Mar 31, 26

-469.79K

0.04%

Beacon Pointe Advisors, LLC

192.47K

Mar 31, 26

+16.97K

0.04%

INDEPENDENT FINANCIAL GROUP, LLC

191.64K

Mar 31, 26

+4.19K

0.04%

Kentucky Trust Co

190.38K

Mar 31, 26

+309

0.04%

Paulson Wealth Management Inc.

190.07K

Mar 31, 26

+15.18K

0.04%

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

189.16K

Mar 31, 26

+15.78K

0.04%

Tanager Wealth Management LLP

186.72K

Mar 31, 26

-20.02K

0.04%

ALEXANDER LABRUNERIE & CO., INC.

185.56K

Mar 31, 26

-358

0.04%

Beacon Harbor Wealth Advisors, Inc.

185.13K

Mar 31, 26

+16.07K

0.04%

ALLIANCEBERNSTEIN L.P.

182.40K

Mar 31, 26

-3.05K

0.04%

Integrated Wealth Concepts LLC

179.16K

Mar 31, 26

+164.15K

0.04%

QUEST INVESTMENT MANAGEMENT LLC

177.00K

Mar 31, 26

0.04%

Investors Research Corp

174.50K

Mar 31, 26

+13.08K

0.04%

Brookstone Capital Management

174.41K

Mar 31, 26

+548

0.04%

Creative Planning

172.50K

Mar 31, 26

+23.21K

0.04%

EXENCIAL WEALTH ADVISORS, LLC

170.54K

Mar 31, 26

+1.24K

0.04%

BOS Asset Management, LLC

166.75K

Mar 31, 26

-798

0.04%

CENTAURUS FINANCIAL, INC.

163.81K

Mar 31, 26

+7.71K

0.04%

OPPENHEIMER & CO INC

151.89K

Mar 31, 26

-13.78K

0.04%

FINANCIAL ADVISORY PARTNERS, LLC

149.48K

Mar 31, 26

-5.74K

0.03%

Farrow Financial Inc.

148.53K

Mar 31, 26

+148.53K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

146.05K

Mar 31, 26

-16.20K

0.03%

Apella Capital, LLC

141.86K

Mar 31, 26

-3.43K

0.03%

Cypress Wealth Services, LLC

141.28K

Mar 31, 26

-1.72K

0.03%

Waverly Advisors, LLC

140.35K

Mar 31, 26

+75

0.03%

NICOLET BANKSHARES INC

138.37K

Mar 31, 26

+138.37K

0.03%

Cambria Investment Management, L.P.

138.32K

Mar 31, 26

+3.95K

0.03%

BANK OF STOCKTON

138.13K

Mar 31, 26

-5.36K

0.03%

XML Financial, LLC

137.26K

Mar 31, 26

+7.11K

0.03%

WHITE PINE CAPITAL LLC

135.87K

Mar 31, 26

-12.01K

0.03%

Glaxis Capital Management, LLC

135.30K

Mar 31, 26

-68.20K

0.03%

Equitable Holdings, Inc.

135.28K

Mar 31, 26

+15.65K

0.03%

Perennial Advisors, LLC

133.63K

Mar 31, 26

+3.90K

0.03%

BESSEMER GROUP INC

132.56K

Mar 31, 26

+32.23K

0.03%

THRIVENT FINANCIAL FOR LUTHERANS

132.08K

Mar 31, 26

+52.24K

0.03%

Jackson, Grant Investment Advisers, Inc.

130.53K

Mar 31, 26

-1.26K

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

127.83K

Mar 31, 26

-89.92K

0.03%

Sagace Wealth Management LLC

127.34K

Mar 31, 26

-17.00K

0.03%

WEDBUSH SECURITIES INC

123.01K

Mar 31, 26

+3.02K

0.03%

DAVIDSON INVESTMENT ADVISORS

121.59K

Mar 31, 26

+7.68K

0.03%

Curbstone Financial Management Corp

119.79K

Mar 31, 26

+400

0.03%

INVICTUS PRIVATE WEALTH, LLC

118.45K

Mar 31, 26

-727

0.03%

FIRST AMERICAN TRUST, FSB

118.36K

Mar 31, 26

+1.99K

0.03%

Integrated Advisors Network LLC

117.46K

Mar 31, 26

+42.72K

0.03%

Community Bank, N.A.

113.73K

Mar 31, 26

-5.36K

0.03%

D L CARLSON INVESTMENT GROUP INC

113.37K

Mar 31, 26

+6.72K

0.03%

Wealth Advisory Solutions, LLC

112.65K

Mar 31, 26

-16.10K

0.03%

Summit Financial, LLC

111.71K

Mar 31, 26

+265

0.03%

RFG Advisory, LLC

111.69K

Mar 31, 26

+55.99K

0.03%

Intrepid Financial Planning Group LLC

111.01K

Mar 31, 26

-7.73K

0.03%

Shulman DeMeo Asset Management LLC

110.99K

Mar 31, 26

-5.08K

0.03%

Arkadios Wealth Advisors

110.84K

Mar 31, 26

+24.35K

0.03%

Houlihan Financial Resource Group, Ltd.

109.47K

Mar 31, 26

-4.39K

0.03%

Concurrent Investment Advisors, LLC

107.10K

Mar 31, 26

-1.15K

0.02%

SP Asset Management LLC

107.08K

Mar 31, 26

+665

0.02%

OLD NATIONAL BANCORP /IN/

107.06K

Mar 31, 26

+20.32K

0.02%

Parallel Advisors, LLC

106.16K

Mar 31, 26

-3.52K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

106.00K

Mar 31, 26

+6.87K

0.02%

Montis Financial, LLC

104.43K

Mar 31, 26

-8.82K

0.02%

Mount Yale Investment Advisors, LLC

104.28K

Mar 31, 26

+39.19K

0.02%

Proficio Capital Partners LLC

103.63K

Mar 31, 26

+49.42K

0.02%

Winthrop Partners - WNY, LLC

102.50K

Mar 31, 26

+320

0.02%

Arkos Global Advisors

102.42K

Mar 31, 26

+18.28K

0.02%

Aprio Wealth Management, LLC

101.55K

Mar 31, 26

+2.52K

0.02%

Aletheian Wealth Advisors LLC

100.37K

Mar 31, 26

+100.37K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

100.21K

Mar 31, 26

-5.94K

0.02%

Moran Wealth Management, LLC

99.30K

Mar 31, 26

+38.06K

0.02%

TCG Advisory Services, LLC

99.19K

Mar 31, 26

+15.37K

0.02%

HARBOUR INVESTMENTS, INC.

97.29K

Mar 31, 26

+37.23K

0.02%

SCHRODER INVESTMENT MANAGEMENT GROUP

96.56K

Mar 31, 26

0.02%

Platform Technology Partners

96.45K

Mar 31, 26

0.02%

Crews Bank & Trust

96.33K

Mar 31, 26

-1.55K

0.02%

Sterling Investment Advisors, Ltd.

96.24K

Mar 31, 26

+2.47K

0.02%

CreativeOne Wealth, LLC

95.44K

Mar 31, 26

+5.46K

0.02%

CANANDAIGUA NATIONAL CORP

93.61K

Mar 31, 26

+93.61K

0.02%

Victrix Investment Advisors

93.35K

Mar 31, 26

-60

0.02%

CONGRESS ASSET MANAGEMENT CO /MA

93.00K

Mar 31, 26

+775

0.02%

ROMAN BUTLER FULLERTON & CO

92.59K

Mar 31, 26

+104

0.02%

Allworth Financial LP

92.14K

Mar 31, 26

-2.63K

0.02%

Sierra Capital LLC

91.56K

Mar 31, 26

+2.33K

0.02%

TRAN CAPITAL MANAGEMENT, L.P.

90.87K

Mar 31, 26

+2.31K

0.02%

Cresset Asset Management, LLC

89.95K

Mar 31, 26

+520

0.02%

Sharper & Granite LLC

89.52K

Mar 31, 26

+8.00K

0.02%

TCTC Holdings, LLC

88.65K

Mar 31, 26

+75

0.02%

MGO ONE SEVEN LLC

88.44K

Mar 31, 26

+5.57K

0.02%

NBT BANK N A /NY

88.03K

Mar 31, 26

+2.59K

0.02%

RMR Capital Management, LLC

87.86K

Mar 31, 26

-1.17K

0.02%

Winthrop Capital Management, LLC

87.30K

Mar 31, 26

-7.78K

0.02%

Mutual Advisors, LLC

87.14K

Mar 31, 26

-6.10K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

87.02K

Mar 31, 26

-10.24K

0.02%

KMG FIDUCIARY PARTNERS, LLC

86.75K

Mar 31, 26

+2.17K

0.02%

Dynamic Advisor Solutions LLC

86.37K

Mar 31, 26

+11.79K

0.02%

Atlantic Edge Private Wealth Management, LLC

85.02K

Mar 31, 26

-840

0.02%

Vestmark Advisory Solutions, Inc.

84.61K

Mar 31, 26

+19.52K

0.02%

Mount Lucas Management LP

84.54K

Mar 31, 26

-11.92K

0.02%

COURIER CAPITAL LLC

83.38K

Mar 31, 26

-10.36K

0.02%

CHESAPEAKE CAPITAL CORP /IL/

82.14K

Mar 31, 26

+41.48K

0.02%

Toroso Investments, LLC

82.14K

Mar 31, 26

+41.48K

0.02%

Resources Investment Advisors, LLC.

81.76K

Mar 31, 26

+4.04K

0.02%

Atria Investments, Inc

81.70K

Mar 31, 26

+343

0.02%

Peoples Bank/KS

81.26K

Mar 31, 26

-1.05K

0.02%

Legacy Capital Wealth Partners, LLC

80.93K

Mar 31, 26

+9.74K

0.02%

Infinity Wealth Counsel, LLC

79.59K

Mar 31, 26

+1.29K

0.02%

Destination Wealth Management

79.36K

Mar 31, 26

+5.36K

0.02%

DT Investment Partners, LLC

78.42K

Mar 31, 26

+11

0.02%

DUMONT & BLAKE INVESTMENT ADVISORS LLC

77.51K

Mar 31, 26

-3.10K

0.02%

Palouse Capital Management, Inc.

77.50K

Mar 31, 26

-7.32K

0.02%

CWM, LLC

77.28K

Mar 31, 26

+1.90K

0.02%

Ashton Thomas Private Wealth, LLC

77.07K

Mar 31, 26

-6.34K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

76.19K

Mar 31, 26

-1.96K

0.02%

Ballentine Partners, LLC

74.61K

Mar 31, 26

0.02%

ARMSTRONG ADVISORY GROUP, INC

73.69K

Mar 31, 26

+2.49K

0.02%

MMBG INVESTMENT ADVISORS CO.

73.20K

Mar 31, 26

0.02%

BURKE & HERBERT BANK & TRUST CO

73.01K

Mar 31, 26

-2.58K

0.02%

Procyon Advisors, LLC

72.96K

Mar 31, 26

-2.09K

0.02%

Disciplined Investments, LLC

72.89K

Mar 31, 26

-1.07K

0.02%

Capstone Wealth Management Group LLC

72.84K

Mar 31, 26

-2.65K

0.02%

DUNCKER STREETT & CO INC

72.32K

Mar 31, 26

-1.12K

0.02%

Fragasso Group Inc.

72.01K

Mar 31, 26

+876

0.02%

AlphaCore Capital LLC

71.99K

Mar 31, 26

+6.47K

0.02%

SouthState Corp

71.85K

Mar 31, 26

-2.36K

0.02%

ROTHSCHILD INVESTMENT LLC

70.63K

Mar 31, 26

+302

0.02%

FOCUS Wealth Advisors, LLC

70.62K

Mar 31, 26

-2.75K

0.02%

HSBC HOLDINGS PLC

69.72K

Mar 31, 26

+9.69K

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

68.48K

Mar 31, 26

+3.19K

0.02%

Berkeley Capital Partners, LLC

68.18K

Mar 31, 26

+4.13K

0.02%

Arista Wealth Management, LLC

67.82K

Mar 31, 26

+13.82K

0.02%

AQR CAPITAL MANAGEMENT LLC

67.64K

Mar 31, 26

+5.60K

0.02%

Meridian Wealth Management, LLC

67.29K

Mar 31, 26

+34.40K

0.02%

ST GERMAIN D J CO INC

66.44K

Mar 31, 26

-1.48K

0.02%

Wealthcare Advisory Partners LLC

66.28K

Mar 31, 26

+1.61K

0.02%

GUGGENHEIM CAPITAL LLC

66.15K

Mar 31, 26

+24.13K

0.02%

IBEX WEALTH ADVISORS

65.51K

Mar 31, 26

+3.84K

0.02%

Geneos Wealth Management Inc.

65.30K

Mar 31, 26

-488

0.02%

Crewe Advisors LLC

64.59K

Mar 31, 26

-276

0.01%

Checchi Capital Advisers, LLC

63.77K

Mar 31, 26

-2.95K

0.01%

GREENWOOD CAPITAL ASSOCIATES LLC

63.76K

Mar 31, 26

-560

0.01%

WENDELL DAVID ASSOCIATES INC

63.06K

Mar 31, 26

-100

0.01%

Farrell Financial LLC

62.80K

Mar 31, 26

+1.21K

0.01%

GSB Wealth Management, LLC

62.59K

Mar 31, 26

-4.65K

0.01%

Clearbridge Investments, LLC

62.18K

Mar 31, 26

0.01%

SHUFRO ROSE & CO LLC

60.67K

Mar 31, 26

+11.04K

0.01%

FAGAN ASSOCIATES, INC.

59.55K

Mar 31, 26

+59.55K

0.01%

Talon Private Wealth, LLC

58.34K

Mar 31, 26

+58.34K

0.01%

HOHIMER WEALTH MANAGEMENT, LLC

57.79K

Mar 31, 26

-1.24K

0.01%

RMB Capital Management, LLC

57.31K

Mar 31, 26

-9.48K

0.01%

WHITENER CAPITAL MANAGEMENT, INC.

57.31K

Mar 31, 26

+8.46K

0.01%

Powell Investment Advisors, LLC

57.29K

Mar 31, 26

+886

0.01%

CALTON & ASSOCIATES, INC.

57.20K

Mar 31, 26

-105

0.01%

COHEN & STEERS, INC.

56.94K

Mar 31, 26

-847.14K

0.01%

Kingsview Wealth Management, LLC

56.42K

Mar 31, 26

+3.04K

0.01%

Connecticut Wealth Management, LLC

55.92K

Mar 31, 26

-18.12K

0.01%

HFG Advisors, Inc.

55.39K

Mar 31, 26

-1.98K

0.01%

Thrive Capital Management, LLC

55.37K

Mar 31, 26

+17.60K

0.01%

SEI INVESTMENTS CO

55.35K

Mar 31, 26

-5.16K

0.01%

BLAIR WILLIAM & CO/IL

55.12K

Mar 31, 26

+5.76K

0.01%

Sound View Wealth Advisors Group, LLC

54.90K

Mar 31, 26

-3.39K

0.01%

Midwest Trust Co

54.47K

Mar 31, 26

+1.07K

0.01%

Advisory Services Network, LLC

54.29K

Mar 31, 26

-1.51K

0.01%

Mathes Company, Inc.

53.85K

Mar 31, 26

+3.50K

0.01%

DONALDSON CAPITAL MANAGEMENT, LLC

53.46K

Mar 31, 26

-714

0.01%

Charles Schwab Trust Co

53.11K

Mar 31, 26

+9.09K

0.01%

Bath Savings Trust Co

52.52K

Mar 31, 26

+196

0.01%

KEYNOTE FINANCIAL SERVICES LLC

52.47K

Mar 31, 26

+6.85K

0.01%

Sequoia Financial Advisors, LLC

52.27K

Mar 31, 26

-14.29K

0.01%

NOESIS CAPITAL MANGEMENT CORP

52.26K

Mar 31, 26

+277

0.01%

PRINCIPAL SECURITIES, INC.

52.05K

Mar 31, 26

-2.41K

0.01%

CMH Wealth Management LLC

52.02K

Mar 31, 26

+52.02K

0.01%

MCRAE CAPITAL MANAGEMENT INC

51.67K

Mar 31, 26

-4.84K

0.01%

Chicago Partners Investment Group LLC

51.17K

Mar 31, 26

-3.97K

0.01%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

51.05K

Mar 31, 26

0.01%

OAK HARBOR WEALTH PARTNERS, LLC

50.94K

Mar 31, 26

+5.11K

0.01%

Bramshill Investments, LLC

50.57K

Mar 31, 26

-2.07M

0.01%

Palogic Value Management, L.P.

50.29K

Mar 31, 26

0.01%

Atlas Private Wealth Advisors

49.92K

Mar 31, 26

-1.50K

0.01%

Sowa Financial Group, Inc.

49.91K

Mar 31, 26

-4.14K

0.01%

JANE STREET GROUP, LLC

49.85K

Mar 31, 26

+19.10K

0.01%

Ariadne Wealth Management, LP

49.85K

Mar 31, 26

0.01%

Fogel Capital Management, Inc.

49.73K

Mar 31, 26

+1.00K

0.01%

Tudor Financial Inc.

49.46K

Mar 31, 26

-510

0.01%

Aviance Capital Partners, LLC

49.32K

Mar 31, 26

+1.59K

0.01%

BLUEFIN CAPITAL MANAGEMENT, LLC

49.17K

Mar 31, 26

+49.17K

0.01%

Jacobi Capital Management LLC

48.43K

Mar 31, 26

+1.00K

0.01%

Sunbeam Capital Management, LLC

48.43K

Mar 31, 26

0.01%

Carson Advisory Inc.

48.35K

Mar 31, 26

-1.80K

0.01%

Arcataur Capital Management LLC

47.97K

Mar 31, 26

-130

0.01%

MATRIX PRIVATE CAPITAL GROUP LLC

47.55K

Mar 31, 26

+47.55K

0.01%

Prime Capital Investment Advisors, LLC

47.43K

Mar 31, 26

+640

0.01%

TRUE Private Wealth Advisors

46.87K

Mar 31, 26

-8.45K

0.01%

Cordatus Wealth Management LLC

46.77K

Mar 31, 26

-102.31K

0.01%

Joseph P. Lucia & Associates, LLC

46.75K

Mar 31, 26

-3.73K

0.01%

MONEY CONCEPTS CAPITAL CORP

46.29K

Mar 31, 26

+7.86K

0.01%

FC Advisory LLC

46.21K

Mar 31, 26

-543

0.01%

Fortis Group Advisors, LLC

46.04K

Mar 31, 26

-442

0.01%

Belpointe Asset Management LLC

45.41K

Mar 31, 26

+15.46K

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

45.22K

Mar 31, 26

+14

0.01%

Independent Advisor Alliance

45.17K

Mar 31, 26

+38.36K

0.01%

Savvy Advisors, Inc.

45.01K

Mar 31, 26

+34.77K

0.01%

Financial Insights, Inc.

44.77K

Mar 31, 26

+4.40K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

44.34K

Mar 31, 26

-6.64K

0.01%

Providence First Trust Co

44.18K

Mar 31, 26

-7.36K

0.01%

Alpha Financial Partners, LLC

44.16K

Mar 31, 26

+3.67K

0.01%

FIRST NATIONAL TRUST CO

43.77K

Mar 31, 26

+70

0.01%

JOHNSON INVESTMENT COUNSEL INC

43.74K

Mar 31, 26

+43.74K

0.01%

Cannon Wealth Management Services, LLC

43.61K

Mar 31, 26

-2.90K

0.01%

Essex Financial Services, Inc.

43.58K

Mar 31, 26

+322

0.01%

IFP Advisors, Inc

43.35K

Mar 31, 26

-5.14K

0.01%

SOA Wealth Advisors, LLC.

43.05K

Mar 31, 26

0.01%

Coordinated Financial Services, Inc.

42.77K

Mar 31, 26

+1.70K

0.01%

NBC SECURITIES, INC.

42.15K

Mar 31, 26

-2.28K

0.01%

Western Wealth Management, LLC

42.02K

Mar 31, 26

+24.03K

0.01%

PINNACLE ASSOCIATES LTD

41.92K

Mar 31, 26

-2.21K

0.01%

VestGen Advisors, LLC

41.79K

Mar 31, 26

+34.03K

0.01%

CITY HOLDING CO

40.40K

Mar 31, 26

-2.44K

0.01%

Pensionmark Financial Group, LLC

39.69K

Mar 31, 26

-1.78K

0.01%

Etesian Wealth Advisors, Inc.

39.31K

Mar 31, 26

-526

0.01%

Real Talk Capital, LLC

38.83K

Mar 31, 26

+12.76K

0.01%

Cadent Capital Advisors, LLC

38.71K

Mar 31, 26

-7.41K

0.01%

PETTYJOHN, WOOD & WHITE, INC

38.45K

Mar 31, 26

-1.15K

0.01%

Farther Finance Advisors, LLC

38.31K

Mar 31, 26

+3.44K

0.01%

NorthCrest Asset Manangement, LLC

38.13K

Mar 31, 26

-23.61K

0.01%

Northwest Bancshares, Inc.

38.05K

Mar 31, 26

-1.69K

0.01%

PRIMORIS WEALTH ADVISORS, LLC

37.99K

Mar 31, 26

+940

0.01%

Merit Financial Group, LLC

37.82K

Mar 31, 26

+41

0.01%

Tempus Wealth Planning, LLC

37.75K

Mar 31, 26

+20.02K

0.01%

Texas Bank & Trust Co

37.45K

Mar 31, 26

+550

0.01%

New England Private Wealth Advisors LLC

37.25K

Mar 31, 26

+514

0.01%

Rockingstone Advisors LLC

36.55K

Mar 31, 26

+785

0.01%

Montecito Bank & Trust

36.37K

Mar 31, 26

-2.27K

0.01%

Kovack Advisors, Inc.

36.34K

Mar 31, 26

-1.39K

0.01%

ForthRight Wealth Management, LLC

36.26K

Mar 31, 26

-5.31K

0.01%

SEAMOUNT FINANCIAL GROUP INC

36.26K

Mar 31, 26

+4.67K

0.01%

BENJAMIN EDWARDS INC

35.91K

Mar 31, 26

-25.90K

0.01%

Focus Financial Network, Inc.

35.85K

Mar 31, 26

-5.37K

0.01%

PFG Advisors

35.70K

Mar 31, 26

-197

0.01%

SVB WEALTH LLC

35.59K

Mar 31, 26

-7.58K

0.01%

Kerntke Otto McGlone Wealth Management Group

35.27K

Mar 31, 26

+7.17K

0.01%

ROMANO BROTHERS AND COMPANY

35.10K

Mar 31, 26

+1.23K

0.01%

FRANKLIN RESOURCES INC

34.95K

Mar 31, 26

-4.32K

0.01%

North Forty Two & Co.

34.58K

Mar 31, 26

-50

0.01%

Sage Investment Advisers LLC

34.40K

Mar 31, 26

+5.82K

0.01%

Jefferies Financial Group Inc.

34.30K

Mar 31, 26

+11.44K

0.01%

Accel Wealth Management

34.07K

Mar 31, 26

-133

0.01%

Ipswich Investment Management Co., Inc.

33.86K

Mar 31, 26

0.01%

CMG Global Holdings, LLC

33.74K

Mar 31, 26

-452

0.01%

B. Riley Wealth Advisors, Inc.

33.73K

Mar 31, 26

-11.73K

0.01%

Falcon Wealth Planning

33.73K

Mar 31, 26

-1.50K

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

33.67K

Mar 31, 26

-729

0.01%

BALANCED WEALTH GROUP LLC

33.62K

Mar 31, 26

-5.37K

0.01%

INVENIO WEALTH PARTNERS LLC

33.55K

Mar 31, 26

-4.23K

0.01%

Perigon Wealth Management, LLC

33.47K

Mar 31, 26

-1.62K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

33.38K

Mar 31, 26

+22.14K

0.01%

Apollon Wealth Management, LLC

33.32K

Mar 31, 26

-16.81K

0.01%

Coastal Investment Advisors, Inc.

33.20K

Mar 31, 26

0.01%

Bowie Capital Management, LLC

33.00K

Mar 31, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

32.95K

Mar 31, 26

+2.59K

0.01%

Rosenberg Matthew Hamilton

32.73K

Mar 31, 26

-104

0.01%

Orcam Financial Group

32.73K

Mar 31, 26

-185

0.01%

HARBOR ADVISORY CORP /MA/

32.73K

Mar 31, 26

-4.16K

0.01%

Activest Wealth Management

32.57K

Mar 31, 26

+9.72K

0.01%

PFG Investments, LLC

32.57K

Mar 31, 26

-4.79K

0.01%

JOURNEY STRATEGIC WEALTH LLC

32.53K

Mar 31, 26

0.01%

Bank of Marin

32.38K

Mar 31, 26

-4.00K

0.01%

Ethos Financial Group, LLC

32.36K

Mar 31, 26

+2.09K

0.01%

CULBERTSON A N & CO INC

32.29K

Mar 31, 26

0.01%

Prairiewood Capital, LLC

32.22K

Mar 31, 26

+156

0.01%

SAX WEALTH ADVISORS, LLC

32.18K

Mar 31, 26

0.01%

Telos Capital Management, Inc.

32.14K

Mar 31, 26

+229

0.01%

WESBANCO BANK INC

32.08K

Mar 31, 26

-564

0.01%

Yorktown Management & Research Co Inc

32.00K

Mar 31, 26

-8.00K

0.01%

Crestwood Advisors Group LLC

31.66K

Mar 31, 26

-375

0.01%

BOSTON RESEARCH & MANAGEMENT INC

31.53K

Mar 31, 26

+373

0.01%

Pathstone Holdings, LLC

31.45K

Mar 31, 26

+5.60K

0.01%

V2 Financial group LLC

31.42K

Mar 31, 26

-2

0.01%

WOODMONT INVESTMENT COUNSEL LLC

31.40K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

31.35K

Mar 31, 26

-84

0.01%

King Wealth

31.25K

Mar 31, 26

-1.51K

0.01%

HOWARD WEALTH MANAGEMENT, LLC

31.18K

Mar 31, 26

-1.11K

0.01%

Wealthcare Capital Partners, LLC

31.16K

Mar 31, 26

+6.28K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

31.14K

Mar 31, 26

-16.55K

0.01%

Federation des caisses Desjardins du Quebec

30.95K

Mar 31, 26

-3.51K

0.01%

Haverford Trust Co

30.71K

Mar 31, 26

-565

0.01%

RIK SAYLOR FINANCIAL, INC.

30.66K

Mar 31, 26

+108

0.01%

Colony Family Offices, LLC

30.57K

Mar 31, 26

0.01%

Ronald Blue Trust, Inc.

30.53K

Mar 31, 26

-3.45K

0.01%

M&T BANK CORP

30.27K

Mar 31, 26

+18.10K

0.01%

SAGE RHINO CAPITAL LLC

30.06K

Mar 31, 26

+1.67K

0.01%

Hillsdale Investment Management Inc.

29.89K

Mar 31, 26

+7.78K

0.01%

OAK FAMILY ADVISORS, LLC

29.79K

Mar 31, 26

+5.78K

0.01%

GWN SECURITIES INC.

29.52K

Mar 31, 26

+690

0.01%

BRAVE ASSET MANAGEMENT INC

29.40K

Mar 31, 26

-17.77K

0.01%

Capital Investment Advisors, LLC

29.26K

Mar 31, 26

+492

0.01%

Investment Advisory Group, LLC

29.22K

Mar 31, 26

+74

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

29.14K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

29.12K

Mar 31, 26

-311

0.01%

Bank of New York Mellon Corp

29.11K

Mar 31, 26

+3.67K

0.01%

RW Investment Management LLC

28.78K

Mar 31, 26

+28.78K

0.01%

HCR Wealth Advisors

28.77K

Mar 31, 26

-5.24K

0.01%

FWL INVESTMENT MANAGEMENT, LLC

28.72K

Mar 31, 26

+7.19K

0.01%

Fiduciary Alliance LLC

28.34K

Mar 31, 26

+247

0.01%

William Howard & Co Financial Advisors Inc

28.21K

Mar 31, 26

+119

0.01%

Annis Gardner Whiting Capital Advisors, LLC

28.13K

Mar 31, 26

0.01%

BRYN MAWR TRUST Co

28.10K

Mar 31, 26

0.01%

Advisors Asset Management, Inc.

27.69K

Mar 31, 26

+1.53K

0.01%

Pinnacle Wealth Management Advisory Group, LLC

27.60K

Mar 31, 26

-2.77K

0.01%

Snowden Capital Advisors LLC

27.46K

Mar 31, 26

-2.80K

0.01%

WealthTrust Asset Management, LLC

27.14K

Mar 31, 26

+2.10K

0.01%

Calamos Advisors LLC

27.05K

Mar 31, 26

+27.05K

0.01%

Calamos Wealth Management LLC

27.05K

Mar 31, 26

-4.94K

0.01%

Bellecapital International Ltd.

27.00K

Mar 31, 26

0.01%

Spire Wealth Management

26.89K

Mar 31, 26

-1.60K

0.01%

CHOREO, LLC

26.72K

Mar 31, 26

+2.60K

0.01%

LOM Asset Management Ltd

26.68K

Mar 31, 26

-5.00K

0.01%

Resurgent Financial Advisors LLC

26.59K

Mar 31, 26

+705

0.01%

Northstar Advisory Group, LLC

26.31K

Mar 31, 26

-5.93K

0.01%

Sunbelt Securities, Inc.

26.02K

Mar 31, 26

-1.46K

0.01%

Capital Investment Advisory Services, LLC

25.89K

Mar 31, 26

+5.07K

0.01%

StoneX Group Inc.

25.84K

Mar 31, 26

-13.69K

0.01%

IHT Wealth Management, LLC

25.79K

Mar 31, 26

+4.18K

0.01%

Fortis Capital Advisors, LLC

25.78K

Mar 31, 26

+17.83K

0.01%

Red Spruce Capital, LLC

25.68K

Mar 31, 26

0.01%

PALISADE CAPITAL MANAGEMENT, LP

25.50K

Mar 31, 26

0.01%

Advyzon Investment Management, LLC

25.37K

Mar 31, 26

-2.15K

0.01%

Avidian Wealth Solutions, LLC

25.28K

Mar 31, 26

+4.39K

0.01%

North Star Investment Management Corp.

25.25K

Mar 31, 26

-1.47K

0.01%

COWA, LLC

25.21K

Mar 31, 26

+25.21K

0.01%

KG&L Capital Management,LLC

25.08K

Mar 31, 26

+3.85K

0.01%

VOYA INVESTMENT MANAGEMENT LLC

25.00K

Mar 31, 26

+25.00K

0.01%

FAS Wealth Partners, Inc.

24.95K

Mar 31, 26

+140

0.01%

BOYD WATTERSON ASSET MANAGEMENT LLC/OH

24.85K

Mar 31, 26

-115

0.01%

Crown Oak Advisors, LLC

24.67K

Mar 31, 26

-81.87K

0.01%

REBALANCE, LLC

24.51K

Mar 31, 26

+24.51K

0.01%

McAdam, LLC

24.43K

Mar 31, 26

-1.48K

0.01%

Fortress Wealth Group, LLC

24.22K

Mar 31, 26

+9.28K

0.01%

Grandview Asset Management LLC

24.14K

Mar 31, 26

-5.90K

0.01%

WHITTIER TRUST CO

24.14K

Mar 31, 26

-2.02K

0.01%

MMA ASSET MANAGEMENT LLC

24.12K

Mar 31, 26

-780

0.01%

O'ROURKE & COMPANY, Inc

23.91K

Mar 31, 26

-367

0.01%

Headlands Technologies LLC

23.89K

Mar 31, 26

-12.49K

0.01%

AIRE ADVISORS, LLC

23.75K

Mar 31, 26

+65

0.01%

Verity Asset Management, Inc.

23.51K

Mar 31, 26

+656

0.01%

Integris Wealth Management, LLC

23.50K

Mar 31, 26

+443

0.01%

Invst, LLC

23.45K

Mar 31, 26

0.01%

CAPITAL FUND MANAGEMENT S.A.

23.34K

Mar 31, 26

-500

0.01%

Independence Bank of Kentucky

23.29K

Mar 31, 26

-1.93K

0.01%

Cornerstone Capital, Inc.

23.16K

Mar 31, 26

+665

0.01%

Busey Wealth Management

23.15K

Mar 31, 26

-424

0.01%

FCA CORP /TX

22.91K

Mar 31, 26

+1.90K

0.01%

Canandaigua National Trust Co of Florida

22.86K

Mar 31, 26

-3.53K

0.01%

Alpha Omega Wealth Management LLC

22.68K

Mar 31, 26

+122

0.01%

Neuberger Berman Group LLC

22.59K

Mar 31, 26

-1.50K

0.01%

LongView Wealth Management

22.50K

Mar 31, 26

-2.65K

0.01%

PRINCETON CAPITAL MANAGEMENT LLC

22.48K

Mar 31, 26

+1.36K

0.01%

Fiera Capital Corp

22.45K

Mar 31, 26

-79.34K

0.01%

Buckingham Strategic Partners

22.29K

Mar 31, 26

+15.20K

0.01%

Pacific Center for Financial Services

21.99K

Mar 31, 26

+4.63K

0.01%

XTX Topco Ltd

21.85K

Mar 31, 26

+21.85K

0.01%

Texas Yale Capital Corp.

21.84K

Mar 31, 26

+1.71K

0.01%

SONATA CAPITAL GROUP INC

21.68K

Mar 31, 26

+17

0.01%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

21.59K

Mar 31, 26

0.00%

TWO SIGMA SECURITIES, LLC

21.56K

Mar 31, 26

+4.29K

0.00%

Penobscot Investment Management Company, Inc.

21.45K

Mar 31, 26

-1.20K

0.00%

PUREfi Wealth, LLC

21.28K

Mar 31, 26

+21.28K

0.00%

Strategic Financial Partners, Ltd.

21.23K

Mar 31, 26

-375

0.00%

CARRET ASSET MANAGEMENT, LLC

21.01K

Mar 31, 26

+120

0.00%

Asset Allocation & Management Company, LLC

21.00K

Mar 31, 26

0.00%

R.H. Investment Group, LLC

20.90K

Mar 31, 26

0.00%

Moors & Cabot, Inc.

20.69K

Mar 31, 26

-2.34K

0.00%

MELFA WEALTH MANAGEMENT, LLC

20.54K

Mar 31, 26

+502

0.00%

Gen-Wealth Partners Inc

20.40K

Mar 31, 26

-328

0.00%

Parkside Financial Bank & Trust

20.26K

Mar 31, 26

+23

0.00%

DOVER ADVISORS, LLC

20.15K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

20.00K

Mar 31, 26

+3.46K

0.00%

Wealthspire Advisors, LLC

19.98K

Mar 31, 26

-191

0.00%

Clientfirst Wealth Management, LLC

19.94K

Mar 31, 26

0.00%

Guidance Point Advisors, LLC

19.91K

Mar 31, 26

+126

0.00%

Prospect Financial Services LLC

19.86K

Mar 31, 26

-7.64K

0.00%

RAINEY & RANDALL INVESTMENT MANAGEMENT INC.

19.74K

Mar 31, 26

+10.63K

0.00%

Sigma Planning Corp

19.70K

Mar 31, 26

-246

0.00%

Fortitude Family Office, LLC

19.67K

Mar 31, 26

-440

0.00%

Richwood Investment Advisors, LLC

19.54K

Mar 31, 26

-235

0.00%

MSH Capital Advisors LLC

19.45K

Mar 31, 26

-227

0.00%

CARDIFF PARK ADVISORS, LLC

19.21K

Mar 31, 26

+126

0.00%

GLENMEDE TRUST CO NA

19.17K

Mar 31, 26

+3.45K

0.00%

CRA Financial Services, LLC

18.99K

Mar 31, 26

+2.72K

0.00%

EHRLICH FINANCIAL GROUP

18.87K

Mar 31, 26

-526

0.00%

MONECO Advisors, LLC

18.74K

Mar 31, 26

+618

0.00%

NOVARE CAPITAL MANAGEMENT LLC

18.69K

Mar 31, 26

+2.71K

0.00%

TD Waterhouse Canada Inc.

18.67K

Mar 31, 26

+7.57K

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

18.61K

Mar 31, 26

0.00%

W.G. Shaheen & Associates DBA Whitney & Co

18.60K

Mar 31, 26

0.00%

City State Bank

18.46K

Mar 31, 26

-3.70K

0.00%

KCM INVESTMENT ADVISORS LLC

18.41K

Mar 31, 26

-1.96K

0.00%

YOUNGS ADVISORY GROUP, INC.

18.34K

Mar 31, 26

+12

0.00%

FIRST MANHATTAN CO. LLC.

18.09K

Mar 31, 26

0.00%

WESTWOOD HOLDINGS GROUP INC

18.08K

Mar 31, 26

-25.77K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

18.02K

Mar 31, 26

+966

0.00%

Signal Advisors Wealth, LLC

17.81K

Mar 31, 26

+1.99K

0.00%

TPG Advisors LLC

17.77K

Mar 31, 26

+713

0.00%

Dodds Wealth, LLC

17.67K

Mar 31, 26

+6.34K

0.00%

TOWER BRIDGE ADVISORS

17.57K

Mar 31, 26

+17.57K

0.00%

Mirae Asset Global Investments Co., Ltd.

17.45K

Mar 31, 26

+7.46K

0.00%

HGK ASSET MANAGEMENT INC

17.43K

Mar 31, 26

+17.43K

0.00%

Wharton Business Group, LLC

17.34K

Mar 31, 26

0.00%

Traynor Capital Management, Inc.

17.21K

Mar 31, 26

-5.08K

0.00%

Provenance Wealth Advisors, LLC

17.10K

Mar 31, 26

-16.07K

0.00%

Everstar Asset Management, LLC

17.01K

Mar 31, 26

-1.68K

0.00%

Hunter Perkins Capital Management, LLC

16.89K

Mar 31, 26

+16.89K

0.00%

Capital Advisors, Ltd. LLC

16.86K

Mar 31, 26

-247

0.00%

Cyndeo Wealth Partners, LLC

16.70K

Mar 31, 26

+2.39K

0.00%

Prudent Man Advisors, LLC

16.62K

Mar 31, 26

0.00%

STALEY CAPITAL ADVISERS INC

16.50K

Mar 31, 26

-1.00K

0.00%

Keystone Financial Group

16.27K

Mar 31, 26

+223

0.00%

FIRST NATIONAL BANK OF OMAHA

16.19K

Mar 31, 26

+4.00K

0.00%

Atlantic Union Bankshares Corp

16.17K

Mar 31, 26

-11.77K

0.00%

Bragg Financial Advisors, Inc

16.10K

Mar 31, 26

0.00%

Rakuten Securities, Inc.

16.03K

Mar 31, 26

+13.62K

0.00%

SeaCrest Wealth Management, LLC

16.00K

Mar 31, 26

-199

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

16.00K

Mar 31, 26

+16.00K

0.00%

Investment Planning Advisors, Inc.

15.93K

Mar 31, 26

+334

0.00%

Allen Mooney & Barnes Investment Advisors LLC

15.92K

Mar 31, 26

-91

0.00%

BANK OF NOVA SCOTIA

15.90K

Mar 31, 26

0.00%

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

15.89K

Mar 31, 26

-109

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

15.82K

Mar 31, 26

+226

0.00%

DELTA CAPITAL MANAGEMENT LLC

15.79K

Mar 31, 26

0.00%

One Capital Management, LLC

15.75K

Mar 31, 26

+496

0.00%

BAR HARBOR WEALTH MANAGEMENT

15.75K

Mar 31, 26

-341

0.00%

Dynamic Wealth Strategies, LLC

15.70K

Mar 31, 26

+341

0.00%

ECLECTIC ASSOCIATES INC /ADV

15.66K

Mar 31, 26

+1.38K

0.00%

Arete Wealth Advisors, LLC

15.65K

Mar 31, 26

-1.59K

0.00%

ASSOCIATED BANC-CORP

15.61K

Mar 31, 26

+7.21K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

15.55K

Mar 31, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

15.54K

Mar 31, 26

+1.38K

0.00%

KICKSTAND VENTURES, LLC.

15.46K

Mar 31, 26

+3.03K

0.00%

WHITTIER TRUST CO OF NEVADA INC

15.45K

Mar 31, 26

+25

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

15.38K

Mar 31, 26

-443

0.00%

Brick & Kyle, Associates

15.25K

Mar 31, 26

-337

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

15.14K

Mar 31, 26

0.00%

JT Stratford LLC

15.03K

Mar 31, 26

-2.18K

0.00%

Summit Trail Advisors, LLC

14.90K

Mar 31, 26

+2.00K

0.00%

SEGALL BRYANT & HAMILL, LLC

14.83K

Mar 31, 26

+2.72K

0.00%

CIBC WORLD MARKET INC.

14.74K

Mar 31, 26

+1.61K

0.00%

UMB Bank, n.a.

14.74K

Mar 31, 26

0.00%

Hilltop Holdings Inc.

14.69K

Mar 31, 26

-327

0.00%

Measured Wealth Private Client Group, LLC

14.53K

Mar 31, 26

+527

0.00%

Perfromance Wealth Partners, LLC

14.53K

Mar 31, 26

+625

0.00%

BCWM, LLC

14.49K

Mar 31, 26

-4.44K

0.00%

SWEENEY & MICHEL, LLC

14.40K

Mar 31, 26

+60

0.00%

Capital Advisors Wealth Management, LLC

14.38K

Mar 31, 26

+94

0.00%

FMR LLC

14.22K

Mar 31, 26

+2.58K

0.00%

Willis Johnson & Associates, Inc.

14.21K

Mar 31, 26

-2.08K

0.00%

Evolution Wealth Advisors, LLC

14.06K

Mar 31, 26

0.00%

Simplicity Wealth,LLC

14.02K

Mar 31, 26

+1.62K

0.00%

Klingman & Associates, LLC

14.01K

Mar 31, 26

-204

0.00%

INSTRUMENTAL WEALTH, LLC

14.01K

Mar 31, 26

+127

0.00%

HARBOR INVESTMENT ADVISORY, LLC

13.97K

Mar 31, 26

0.00%

AM INVESTMENT STRATEGIES LLC

13.95K

Mar 31, 26

+48

0.00%

Detalus Advisors, LLC

13.90K

Mar 31, 26

-110

0.00%

Gallacher Capital Management LLC

13.89K

Mar 31, 26

+354

0.00%

Mezzasalma Advisors, LLC

13.88K

Mar 31, 26

-15.90K

0.00%

NewEdge Wealth, LLC

13.87K

Mar 31, 26

-3.17K

0.00%

Synergy Asset Management, LLC

13.85K

Mar 31, 26

+4.87K

0.00%

Strategic Wealth Partners, Ltd.

13.82K

Mar 31, 26

-231

0.00%

Boreal Capital Management LLC

13.77K

Mar 31, 26

-828

0.00%

Rialto Wealth Management, LLC

13.76K

Mar 31, 26

0.00%

NORTHERN TRUST CORP

13.73K

Mar 31, 26

-4.43K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

13.70K

Mar 31, 26

+130

0.00%

Christensen, King & Associates Investment Services, Inc.

13.70K

Mar 31, 26

-1.27K

0.00%

PATTON ALBERTSON MILLER GROUP, LLC

13.70K

Mar 31, 26

0.00%

GROUP ONE TRADING, L.P.

13.65K

Mar 31, 26

+8.12K

0.00%

AE Wealth Management LLC

13.45K

Mar 31, 26

-8.15K

0.00%

Ranch Capital Advisors Inc.

13.44K

Mar 31, 26

+785

0.00%

Park Edge Advisors, LLC

13.36K

Mar 31, 26

+64

0.00%

LaSalle St. Investment Advisors, LLC

13.23K

Mar 31, 26

+1.16K

0.00%

BEACON FINANCIAL GROUP

13.20K

Mar 31, 26

+848

0.00%

Ausdal Financial Partners, Inc.

13.20K

Mar 31, 26

-1.14K

0.00%

BANTA ASSET MANAGEMENT LP

13.19K

Mar 31, 26

-400

0.00%

Elser Financial Planning, Inc

13.15K

Mar 31, 26

+13.15K

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

13.08K

Mar 31, 26

+52

0.00%

Cunning Capital Partners, LP

13.00K

Mar 31, 26

+1.00K

0.00%

Wealth Dimensions Group, Ltd.

12.93K

Mar 31, 26

0.00%

Hexagon Capital Partners LLC

12.93K

Mar 31, 26

0.00%

Modera Wealth Management, LLC

12.80K

Mar 31, 26

+720

0.00%

PATRICK M SWEENEY & ASSOCIATES, INC

12.71K

Mar 31, 26

+153

0.00%

Coastwise Capital Group, LLC

12.62K

Mar 31, 26

+223

0.00%

CULLEN/FROST BANKERS, INC.

12.62K

Mar 31, 26

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

12.55K

Mar 31, 26

0.00%

Douglass Winthrop Advisors, LLC

12.50K

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

12.42K

Mar 31, 26

-1.04K

0.00%

AlphaCentric Advisors LLC

12.39K

Mar 31, 26

-1.30K

0.00%

Wellington Shields & Co., LLC

12.37K

Mar 31, 26

+2.84K

0.00%

UNITED BANK

12.31K

Mar 31, 26

0.00%

12.31K

Mar 31, 26

0.00%

SMITH, MOORE & CO.

12.24K

Mar 31, 26

-392

0.00%

Portfolio Strategies, Inc.

12.23K

Mar 31, 26

-9.95K

0.00%

Petix & Botte Co

12.20K

Mar 31, 26

0.00%

Argyle Capital Partners, LLC

12.13K

Mar 31, 26

-750

0.00%

Sage Capital Management, LLC

12.06K

Mar 31, 26

-2.79K

0.00%

Van Hulzen Asset Management, LLC

11.83K

Mar 31, 26

-2.31K

0.00%

EASTERLY INVESTMENT PARTNERS LLC

11.79K

Mar 31, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

11.79K

Mar 31, 26

+183

0.00%

First Heartland Consultants, Inc.

11.76K

Mar 31, 26

-311

0.00%

NWF Advisory Services Inc.

11.59K

Mar 31, 26

+13

0.00%

TD Capital Management LLC

11.59K

Mar 31, 26

+15

0.00%

PATTEN & PATTEN INC/TN

11.54K

Mar 31, 26

-715

0.00%

Pallas Capital Advisors LLC

11.41K

Mar 31, 26

0.00%

Beck Bode, LLC

11.25K

Mar 31, 26

-3.74K

0.00%

Haven Private, LLC

11.20K

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

11.10K

Mar 31, 26

+11.10K

0.00%

WULFF, HANSEN & CO.

11.03K

Mar 31, 26

-775

0.00%

LJI Wealth Management, LLC

11.02K

Mar 31, 26

-1.95K

0.00%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

11.01K

Mar 31, 26

-139

0.00%

Continuum Advisory, LLC

10.83K

Mar 31, 26

+955

0.00%

SkyOak Wealth, LLC

10.75K

Mar 31, 26

0.00%

Robbins Farley

10.71K

Mar 31, 26

+38

0.00%

Edgemoor Investment Advisors, Inc.

10.66K

Mar 31, 26

+65

0.00%

FIDUCIARY TRUST CO

10.65K

Mar 31, 26

0.00%

TrueWealth Advisors, LLC

10.64K

Mar 31, 26

-181

0.00%

AVAII WEALTH MANAGEMENT, LLC

10.59K

Mar 31, 26

-40

0.00%

Principle Wealth Partners LLC

10.56K

Mar 31, 26

-3.60K

0.00%

Atomi Financial Group, Inc.

10.55K

Mar 31, 26

-656

0.00%

FLAGSTAR ADVISORS INC.

10.55K

Mar 31, 26

-12

0.00%

Inspire Advisors, LLC

10.48K

Mar 31, 26

-556

0.00%

Westfuller Advisors, LLC

10.20K

Mar 31, 26

-376

0.00%

GLOBALT Investments LLC / GA

10.08K

Mar 31, 26

+70

0.00%

SAWGRASS ASSET MANAGEMENT LLC

10.05K

Mar 31, 26

-635

0.00%

WEALTH EFFECTS LLC

10.04K

Mar 31, 26

+1.78K

0.00%

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

10.00K

Mar 31, 26

0.00%

Merrion Investment Management Co, LLC

10.00K

Mar 31, 26

0.00%

Maridea Wealth Management LLC

9.88K

Mar 31, 26

+9.88K

0.00%

SFMG, LLC

9.74K

Mar 31, 26

-767

0.00%

Traub Capital Management LLC

9.69K

Mar 31, 26

-90

0.00%

Gateway Wealth Partners, LLC

9.66K

Mar 31, 26

+9.66K

0.00%

Crescent Grove Advisors, LLC

9.65K

Mar 31, 26

0.00%

Financial Engines Advisors L.L.C.

9.62K

Mar 31, 26

-2.86K

0.00%

Seelaus Asset Management LLC

9.58K

Mar 31, 26

-543

0.00%

MONTAG A & ASSOCIATES INC

9.58K

Mar 31, 26

-140

0.00%

Ameritas Advisory Services, LLC

9.54K

Mar 31, 26

+221

0.00%

COLUMBIA ADVISORY PARTNERS LLC

9.53K

Mar 31, 26

0.00%

Triumph Capital Management

9.53K

Mar 31, 26

+2.58K

0.00%

ProVise Management Group, LLC

9.45K

Mar 31, 26

-600

0.00%

Valeo Financial Advisors, LLC

9.45K

Mar 31, 26

-529

0.00%

CWA Asset Management Group, LLC

9.44K

Mar 31, 26

+2.80K

0.00%

AMES NATIONAL CORP

9.40K

Mar 31, 26

-2.23K

0.00%

Fort Sheridan Advisors LLC

9.38K

Mar 31, 26

+315

0.00%

GenWealth Group, Inc.

9.34K

Mar 31, 26

0.00%

TCI Wealth Advisors, Inc.

9.27K

Mar 31, 26

+442

0.00%

SALEM INVESTMENT COUNSELORS INC

9.26K

Mar 31, 26

-200

0.00%

Ancora Advisors, LLC

9.24K

Mar 31, 26

0.00%

Cypress Capital Group

9.16K

Mar 31, 26

-1.02K

0.00%

McElhenny Sheffield Capital Management, LLC

9.15K

Mar 31, 26

+249

0.00%

MISSION WEALTH MANAGEMENT, LP

9.15K

Mar 31, 26

-1.50K

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

9.11K

Mar 31, 26

0.00%

Apollon Financial, LLC

9.00K

Mar 31, 26

0.00%

Quantum Financial Advisors, LLC

9.00K

Mar 31, 26

0.00%

Stone Point Wealth LLC

8.96K

Mar 31, 26

-2.13K

0.00%

Sowell Financial Services LLC

8.92K

Mar 31, 26

-555

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

8.88K

Mar 31, 26

+8.88K

0.00%

Cumberland Partners Ltd

8.88K

Mar 31, 26

+1.25K

0.00%

CFO4Life Group, LLC

8.86K

Mar 31, 26

+48

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

8.82K

Mar 31, 26

-2.06K

0.00%

Balboa Wealth Partners

8.82K

Mar 31, 26

0.00%

Joel Isaacson & Co., LLC

8.78K

Mar 31, 26

+22

0.00%

Argentarii, LLC

8.75K

Mar 31, 26

+1.41K

0.00%

Ironwood Financial, llc

8.66K

Mar 31, 26

-1.25K

0.00%

NORDEN GROUP LLC

8.65K

Mar 31, 26

-189

0.00%

Weaver Consulting Group

8.64K

Mar 31, 26

-248

0.00%

Glen Eagle Advisors, LLC

8.62K

Mar 31, 26

-940

0.00%

Jackson Hole Capital Partners, LLC

8.61K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

8.61K

Mar 31, 26

-1.31K

0.00%

LEIGH BALDWIN & CO., LLC

8.57K

Mar 31, 26

+19

0.00%

E&G Advisors, LP

8.48K

Mar 31, 26

0.00%

Koshinski Asset Management, Inc.

8.48K

Mar 31, 26

0.00%

Camarda Financial Advisors, LLC

8.46K

Mar 31, 26

+42

0.00%

INGALLS & SNYDER LLC

8.40K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

8.36K

Mar 31, 26

+200

0.00%

JPL Wealth Management, LLC

8.33K

Mar 31, 26

+8.33K

0.00%

Americana Partners, LLC

8.30K

Mar 31, 26

0.00%

Wilson & Boucher Capital Management, LLC

8.30K

Mar 31, 26

0.00%

Verdence Capital Advisors LLC

8.13K

Mar 31, 26

+1.57K

0.00%

ADVISORS MANAGEMENT GROUP INC /ADV

8.10K

Mar 31, 26

-2.14K

0.00%

Clearstead Advisors, LLC

8.01K

Mar 31, 26

-7.91K

0.00%

Dorsey & Whitney Trust CO LLC

8.00K

Mar 31, 26

0.00%

SUMMITRY LLC

8.00K

Mar 31, 26

+8.00K

0.00%

BURNEY CO/

7.99K

Mar 31, 26

-2.71K

0.00%

MCDONALD PARTNERS LLC

7.93K

Mar 31, 26

0.00%

CENTRAL TRUST Co

7.86K

Mar 31, 26

-2.90K

0.00%

MARIPAU WEALTH MANAGEMENT LLC

7.83K

Mar 31, 26

+7.83K

0.00%

LBMC INVESTMENT ADVISORS, LLC

7.82K

Mar 31, 26

-3.19K

0.00%

Winthrop Advisory Group LLC

7.79K

Mar 31, 26

0.00%

Bell Bank

7.70K

Mar 31, 26

0.00%

MKT Advisors LLC

7.65K

Mar 31, 26

-1.05K

0.00%

Wealth Management Associates, Inc.

7.64K

Mar 31, 26

0.00%

Objective Capital Management, LLC

7.64K

Mar 31, 26

-5.54K

0.00%

Quantinno Capital Management LP

7.58K

Mar 31, 26

-6.46K

0.00%

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

7.55K

Mar 31, 26

-1.18K

0.00%

Raab & Moskowitz Asset Management LLC

7.55K

Mar 31, 26

-2.22K

0.00%

Summit Wealth Partners, LLC

7.52K

Mar 31, 26

-9.21K

0.00%

Ground Swell Capital, LLC

7.51K

Mar 31, 26

+7.51K

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

7.51K

Mar 31, 26

-152

0.00%

Financial Network Wealth Management LLC

7.50K

Mar 31, 26

0.00%

Clare Market Investments LLC

7.47K

Mar 31, 26

+7.47K

0.00%

Midwest Financial Group LLC

7.46K

Mar 31, 26

-175

0.00%

Axis Wealth Partners, LLC

7.43K

Mar 31, 26

0.00%

MOSELEY INVESTMENT MANAGEMENT INC

7.39K

Mar 31, 26

-10

0.00%

Krilogy Financial LLC

7.33K

Mar 31, 26

+1.05K

0.00%

ALESCO ADVISORS LLC

7.32K

Mar 31, 26

0.00%

Arkfeld Wealth Strategies, L.L.C.

7.31K

Mar 31, 26

+295

0.00%

Austin Wealth Management, LLC

7.31K

Mar 31, 26

-4.54K

0.00%

Vawter Financial, Ltd.

7.29K

Mar 31, 26

+7.29K

0.00%

OneAscent Financial Services LLC

7.29K

Mar 31, 26

+566

0.00%

Symmetry Partners, LLC

7.29K

Mar 31, 26

-2

0.00%

LAZARI CAPITAL MANAGEMENT, INC.

7.17K

Mar 31, 26

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

7.14K

Mar 31, 26

+334

0.00%

BARRETT & COMPANY, INC.

7.13K

Mar 31, 26

0.00%

C2C Wealth Management, LLC

7.12K

Mar 31, 26

-475

0.00%

BTG Pactual Asset Management US LLC

7.10K

Mar 31, 26

+7.10K

0.00%

Laurel Wealth Advisors LLC

7.09K

Mar 31, 26

-200

0.00%

BHK Investment Advisors, LLC

7.04K

Mar 31, 26

+7.04K

0.00%

Insight Wealth Partners, LLC

7.04K

Mar 31, 26

-2.15K

0.00%

SANDERS MORRIS HARRIS LLC

7.02K

Mar 31, 26

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

6.91K

Mar 31, 26

-1.95K

0.00%

BOKF, NA

6.88K

Mar 31, 26

-4.24K

0.00%

Oxbow Advisors, LLC

6.86K

Mar 31, 26

0.00%

Smithfield Trust Co

6.86K

Mar 31, 26

0.00%

Wealthstar Advisors, LLC

6.85K

Mar 31, 26

-484

0.00%

Archer Investment Corp

6.80K

Mar 31, 26

0.00%

REGIONS FINANCIAL CORP

6.78K

Mar 31, 26

+6.78K

0.00%

HF Advisory Group, LLC

6.72K

Mar 31, 26

-737

0.00%

INTERACTIVE FINANCIAL ADVISORS, INC.

6.72K

Mar 31, 26

-242

0.00%

Vise Technologies, Inc.

6.71K

Mar 31, 26

0.00%

Peak Retirement Planning, Inc.

6.69K

Mar 31, 26

+34

0.00%

HighPoint Advisor Group LLC

6.66K

Mar 31, 26

-2.52K

0.00%

Venture Visionary Partners LLC

6.66K

Mar 31, 26

0.00%

Cascade Financial Partners, LLC

6.62K

Mar 31, 26

+6.62K

0.00%

Harbour Capital Advisors, LLC

6.46K

Mar 31, 26

+6.46K

0.00%

GAMMA Investing LLC

6.26K

Mar 31, 26

-434

0.00%

JTC Employer Solutions Trustee Ltd

6.20K

Mar 31, 26

0.00%

FIRST HORIZON CORP

6.18K

Mar 31, 26

0.00%

WealthShield Partners, LLC

6.18K

Mar 31, 26

+36

0.00%

Piscataqua Savings Bank

6.05K

Mar 31, 26

+5.37K

0.00%

Wellington Shields Capital Management, LLC

5.95K

Mar 31, 26

0.00%

Key FInancial Inc

5.74K

Mar 31, 26

-484

0.00%

Johnson Financial Group, Inc.

5.55K

Mar 31, 26

-800

0.00%

Colonial Trust Co / SC

5.53K

Mar 31, 26

-487

0.00%

MRP Capital Investments, LLC

4.74K

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

4.67K

Mar 31, 26

0.00%

MCF Advisors LLC

4.65K

Mar 31, 26

0.00%

NVWM, LLC

4.47K

Mar 31, 26

-25

0.00%

N.E.W. Advisory Services LLC

4.30K

Mar 31, 26

+2.40K

0.00%

Founders Financial Alliance, LLC

4.01K

Mar 31, 26

+1.95K

0.00%

Cherry Tree Wealth Management, LLC

3.98K

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

3.81K

Mar 31, 26

-926

0.00%

Smartleaf Asset Management LLC

3.78K

Mar 31, 26

-8

0.00%

UNION SAVINGS BANK

3.54K

Mar 31, 26

0.00%

Hamilton Point Investment Advisors, LLC

3.46K

Mar 31, 26

0.00%

LFA - Lugano Financial Advisors SA

3.41K

Mar 31, 26

-547

0.00%

Horizon Investments, LLC

3.29K

Mar 31, 26

-211.25K

0.00%

SIGNATUREFD, LLC

3.18K

Mar 31, 26

+205

0.00%

BankPlus Trust Department

3.00K

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

2.95K

Mar 31, 26

0.00%

Clear Street Group Inc.

2.90K

Mar 31, 26

+2.90K

0.00%

Vermillion Wealth Management, Inc.

2.88K

Mar 31, 26

+18

0.00%

Pinnacle Wealth Planning Services, Inc.

2.62K

Mar 31, 26

-161

0.00%

WEBSTER BANK, N. A.

2.60K

Mar 31, 26

0.00%

Elevated Capital Advisors, LLC

2.58K

Mar 31, 26

-156

0.00%

Pacifica Partners Inc.

2.52K

Mar 31, 26

-185

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.47K

Mar 31, 26

0.00%

Westside Investment Management, Inc.

2.46K

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

2.43K

Mar 31, 26

+125

0.00%

Lodestone Wealth Management LLC

2.38K

Mar 31, 26

-369

0.00%

RESOURCES MANAGEMENT CORP /CT/ /ADV

2.38K

Mar 31, 26

0.00%

WFA of San Diego, LLC

2.27K

Mar 31, 26

-136

0.00%

Rossmore Private Capital

2.25K

Mar 31, 26

0.00%

TSFG, LLC

2.10K

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

2.06K

Mar 31, 26

0.00%

Fairscale Capital, LLC

2.03K

Mar 31, 26

+2.03K

0.00%

Larson Financial Group LLC

2.01K

Mar 31, 26

+252

0.00%

HALLMARK CAPITAL MANAGEMENT INC

2.01K

Mar 31, 26

0.00%

Golden State Equity Partners

1.95K

Mar 31, 26

+1.95K

0.00%

Pflug Koory, LLC

1.93K

Mar 31, 26

0.00%

Lavaca Capital LLC

1.90K

Mar 31, 26

+13

0.00%

Topsail Wealth Management, LLC

1.88K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

1.61K

Mar 31, 26

+431

0.00%

Rossby Financial, LCC

1.54K

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

1.51K

Mar 31, 26

-263

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

1.50K

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

1.44K

Mar 31, 26

0.00%

JDM Financial Group LLC

1.41K

Mar 31, 26

0.00%

Avion Wealth

1.39K

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

1.35K

Mar 31, 26

0.00%

HOWE & RUSLING INC

1.35K

Mar 31, 26

-141

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

1.33K

Mar 31, 26

+1.33K

0.00%

Trust Co

1.32K

Mar 31, 26

+956

0.00%

Synergy Investment Management, LLC

1.28K

Mar 31, 26

+1.28K

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

1.15K

Mar 31, 26

+150

0.00%

Bradley & Co. Private Wealth Management, LLC

1.14K

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

1.14K

Mar 31, 26

+140

0.00%

HAZLETT, BURT & WATSON, INC.

1.07K

Mar 31, 26

-100

0.00%

BROWN BROTHERS HARRIMAN & CO

1.05K

Mar 31, 26

-43.62K

0.00%

Moisand Fitzgerald Tamayo, LLC

1.05K

Mar 31, 26

0.00%

Bogart Wealth, LLC

981

Mar 31, 26

0.00%

McIlrath & Eck, LLC

970

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

969

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

940

Mar 31, 26

+75

0.00%

Corsicana & Co.

920

Mar 31, 26

0.00%

Front Row Advisors LLC

919

Mar 31, 26

0.00%

GODSEY & GIBB, INC

875

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

860

Mar 31, 26

+860

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

830

Mar 31, 26

-859

0.00%

CVA Family Office, LLC

828

Mar 31, 26

-380

0.00%

Kilter Group LLC

810

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

767

Mar 31, 26

0.00%

Beaird Harris Wealth Management, LLC

745

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

700

Mar 31, 26

0.00%

PAYDEN & RYGEL

670

Mar 31, 26

-1.28K

0.00%

ZRC WEALTH MANAGEMENT, LLC

670

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

627

Mar 31, 26

+627

0.00%

Colonial Trust Advisors

625

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

610

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

602

Mar 31, 26

0.00%

New England Capital Financial Advisors LLC

601

Mar 31, 26

0.00%

HM PAYSON & CO

600

Mar 31, 26

-100

0.00%

CoreFirst Bank & Trust

600

Mar 31, 26

0.00%

Capital Analysts, LLC

594

Mar 31, 26

-300

0.00%

Nemes Rush Group LLC

520

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

500

Mar 31, 26

0.00%

ATWOOD & PALMER INC

500

Mar 31, 26

-40

0.00%

Horrell Capital Management, Inc.

500

Mar 31, 26

0.00%

Game Plan Financial Advisors, LLC

500

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

500

Mar 31, 26

+500

0.00%

IMA Wealth, Inc.

491

Mar 31, 26

0.00%

United Community Bank

438

Mar 31, 26

+438

0.00%

Byrne Asset Management LLC

425

Mar 31, 26

0.00%

EPG Wealth Management LLC

409

Mar 31, 26

0.00%

OXFORD FINANCIAL GROUP LTD

400

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

387

Mar 31, 26

+387

0.00%

Winch Advisory Services, LLC

380

Mar 31, 26

0.00%

Community Financial Services Group, LLC

379

Mar 31, 26

+379

0.00%

Asset Dedication, LLC

350

Mar 31, 26

+350

0.00%

STANCE CAPITAL LLC

333

Mar 31, 26

+333

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

320

Mar 31, 26

-65

0.00%

Global Trust Asset Management, LLC

320

Mar 31, 26

-315

0.00%

MOTCO

315

Mar 31, 26

+315

0.00%

Smallwood Wealth Investment Management, LLC

280

Mar 31, 26

+216

0.00%

Caitlin John, LLC

264

Mar 31, 26

0.00%

First Command Advisory Services, Inc.

262

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

255

Mar 31, 26

0.00%

SYNTAX RESEARCH, INC.

255

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

205

Mar 31, 26

+205

0.00%

Angeles Investment Advisors, LLC

200

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

160

Mar 31, 26

+160

0.00%

Merkkuri Wealth Advisors LLC

158

Mar 31, 26

+158

0.00%

Anchor Investment Management, LLC

156

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

150

Mar 31, 26

0.00%

LRI Investments, LLC

150

Mar 31, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

147

Mar 31, 26

0.00%

Manchester Capital Management LLC

144

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

125

Mar 31, 26

0.00%

Coastline Trust Co

125

Mar 31, 26

-400

0.00%

Park Square Financial Group, LLC

123

Mar 31, 26

+123

0.00%

EverSource Wealth Advisors, LLC

114

Mar 31, 26

+36

0.00%

Beverly Hills Private Wealth, LLC

111

Mar 31, 26

+111

0.00%

BFSG, LLC

100

Mar 31, 26

0.00%

FIRST COMMUNITY TRUST NA

Mar 31, 26

+91

0.00%

Eukles Asset Management

Mar 31, 26

+86

0.00%

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-101

0.00%

SYM FINANCIAL Corp

Mar 31, 26

+75

0.00%

POM Investment Strategies, LLC

Mar 31, 26

0.00%

Granite Investment Partners, LLC

Mar 31, 26

0.00%

Burk Holdings LLC

Mar 31, 26

+58

0.00%

PayPay Securities Corp

Mar 31, 26

-12

0.00%

KELLEHER FINANCIAL ADVISORS

Mar 31, 26

+43

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+39

0.00%

Atlantic Private Wealth, LLC

Mar 31, 26

0.00%

IMG Wealth Management, Inc.

Mar 31, 26

0.00%

WPG Advisers, LLC

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

Mar 31, 26

+13

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Davis Capital Management

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

-244

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Mar 31, 26

-2.73K

Wright Fund Management, LLC

Mar 31, 26

-868.25K

Luminist Capital LLC

Mar 31, 26

-1.97K

IEQ CAPITAL, LLC

Mar 31, 26

-22.79K

Operose Advisors LLC

Mar 31, 26

-22

IFG Advisory, LLC

Mar 31, 26

-43.63K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-552

Bensler, LLC

Mar 31, 26

-6.77K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-280.26K

Lifeworks Advisors, LLC

Mar 31, 26

-6.87K

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Mar 31, 26

-7.76K

New Insight Wealth Advisors

Mar 31, 26

-7.64K

Bank of New Hampshire

Mar 31, 26

-86

Strategic Advocates LLC

Mar 31, 26

-400

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-16.67K

Fisher Asset Management, LLC

Mar 31, 26

-7.91K

OLD MISSION CAPITAL LLC

Mar 31, 26

-32.10K

Oakworth Capital, Inc.

Mar 31, 26

-326

Carl P. Sherr & Co., LLC

Mar 31, 26

-6.49K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-57.08K

FIRST MERCHANTS CORP

Mar 31, 26

-9.71K

Crabel Capital Management, LLC

Mar 31, 26

-51.40K

Concord Wealth Partners

Mar 31, 26

-266

Independence Financial Advisors, LLC

Mar 31, 26

-194.42K

Sandbox Financial Partners, LLC

Mar 31, 26

-6.76K

Financial Freedom, LLC

Mar 31, 26

-154

TOCQUEVILLE ASSET MANAGEMENT L.P.

Mar 31, 26

-6.79K

1248 Management, LLC

Mar 31, 26

-265

Whalen Wealth Management Inc.

Mar 31, 26

-30.65K

Paradigm Financial Partners, LLC

Mar 31, 26

-65.16K

SOL Capital Management CO

Mar 31, 26

-55.69K

Investmark Advisory Group LLC

Mar 31, 26

-8.30K

Pines Wealth Management, LLC

Mar 31, 26

-8.57K

Global Assets Advisory, LLC

Mar 31, 26

-92.56K

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Mar 31, 26

-4.63K

CURIO WEALTH, LLC

Mar 31, 26

-155

Latitude Advisors, LLC

Mar 31, 26

-7.35K

Safe Harbor Fiduciary, LLC

Mar 31, 26

-1.60K

NEW ENGLAND ASSET MANAGEMENT INC

Mar 31, 26

-6.00K

GFS Advisors, LLC

Mar 31, 26

-7.40K

CAPITAL PERFORMANCE ADVISORS LLP

Mar 31, 26

-8.71K

WealthCollab, LLC

Mar 31, 26

-200

TRANSCEND CAPITAL ADVISORS, LLC

Mar 31, 26

-6.96K

Stirlingshire Investments, Inc.

Mar 31, 26

-10.57K

GRAND WEALTH MANAGEMENT, LLC

Mar 31, 26

-641

American Capital Advisory, LLC

Mar 31, 26

-21.00K

HANCOCK WHITNEY CORP

Mar 31, 26

-7.28K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-129.75K

BRASADA CAPITAL MANAGEMENT, LP

Mar 31, 26

-8.07K

TFB Advisors LLC

Mar 31, 26

-12.16K

First PREMIER Bank

Mar 31, 26

-510

Valmark Advisers, Inc.

Mar 31, 26

-14.22K

Brinker Capital Investments, LLC

Mar 31, 26

-29.41K

Penn Mutual Asset Management, LLC

Mar 31, 26

-97.30K

Janney Montgomery Scott LLC

Mar 31, 26

-1.75M

Frisch Financial Group, Inc.

Mar 31, 26

-146.82K

Coyle Financial Counsel LLC

Mar 31, 26

-10.00K

Finer Wealth Management, Inc.

Mar 31, 26

-7.08K

Old North State Trust, LLC

Mar 31, 26

-8.61K

SG Americas Securities, LLC

Mar 31, 26

-322.58K

KFG WEALTH MANAGEMENT, LLC

Mar 31, 26

-8.42K

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Mar 31, 26

-25

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-104.14K

Journey Advisory Group, LLC

Mar 31, 26

-7.13K

Compass Financial Services Inc

Mar 31, 26

-1.16K

MINDSET WEALTH MANAGEMENT, LLC

Mar 31, 26

-25.07K

Quadrature Capital Ltd

Mar 31, 26

-45.04K

Keystone Wealth Services, LLC

Mar 31, 26

-6.65K

Solstein Capital, LLC

Mar 31, 26

-60

GTS SECURITIES LLC

Mar 31, 26

-38.66K

Mallini Complete Financial Planning LLC

Mar 31, 26

-8.47K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-47.22K

Betterment LLC

Mar 31, 26

-9.52K

Bison Wealth, LLC

Mar 31, 26

-6.94K

Hilton Capital Management, LLC

Mar 31, 26

-354.31K

BROOKS, MOORE & ASSOCIATES, INC.

Mar 31, 26

-29.10K

FOUNDERS FINANCIAL SECURITIES LLC

Mar 31, 26

-10.36K

VERITY Wealth Advisors

Mar 31, 26

-17.88K

Plante Moran Financial Advisors, LLC

Mar 31, 26

-780

OPTIMA CAPITAL LLC

Mar 31, 26

-855

COMERICA BANK

245.42K

Dec 31, 25

+21.83K

0.06%

GREENBERG FINANCIAL GROUP

239.79K

Dec 31, 25

+239.79K

0.06%

Global Retirement Partners, LLC

125.58K

Dec 31, 25

-341

0.03%

CIBC Private Wealth Group, LLC

123.06K

Dec 31, 25

-13.46K

0.03%

Liberty Capital Management, Inc.

100.03K

Dec 31, 25

-117

0.02%

MidWestOne Financial Group, Inc.

95.75K

Dec 31, 25

+5.10K

0.02%

Janney Capital Management LLC

70.88K

Dec 31, 25

+15.69K

0.02%

REDMONT WEALTH ADVISORS LLC

70.47K

Dec 31, 25

-37.57K

0.02%

Creegan & Nassoura Financial Group, LLC

60.69K

Dec 31, 25

+2.18K

0.01%

SS&H Financial Advisors, Inc.

51.42K

Dec 31, 25

+13.30K

0.01%

SageView Advisory Group, LLC

30.63K

Dec 31, 25

-23.37K

0.01%

NICOLET ADVISORY SERVICES, LLC

28.16K

Dec 31, 25

+369

0.01%

TRANSATLANTIQUE PRIVATE WEALTH LLC

25.44K

Dec 31, 25

-11.05K

0.01%

Main Street Financial Solutions, LLC

17.30K

Dec 31, 25

-4.63K

0.00%

FineMark National Bank & Trust

12.77K

Dec 31, 25

-1.73K

0.00%

MGB Wealth Management, LLC

12.77K

Dec 31, 25

-205

0.00%

GPS Wealth Strategies Group, LLC

11.98K

Dec 31, 25

-1.62K

0.00%

Ransom Advisory, Ltd

7.40K

Dec 31, 25

+7.40K

0.00%

Motiv8 Investments LLC

3.60K

Dec 31, 25

+3.60K

0.00%

Nalls Sherbakoff Group, LLC

2.87K

Dec 31, 25

0.00%

Pandora Wealth, Inc.

2.50K

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

0.00%

New Millennium Group LLC

Dec 31, 25

-35

SSA SWISS ADVISORS AG

Dec 31, 25

-6.51K

SYNOVUS FINANCIAL CORP

300.70K

Sep 30, 25

-13.71K

0.07%

Full Sail Capital, LLC

270.03K

Sep 30, 25

-53.40K

0.06%

PineBridge Investments, L.P.

195.46K

Sep 30, 25

0.05%

SMITH SHELLNUT WILSON LLC /ADV

87.72K

Sep 30, 25

+2.61K

0.02%

SPC Financial, Inc.

60.04K

Sep 30, 25

-561

0.01%

Lion Street Advisors, LLC

25.91K

Sep 30, 25

+25.91K

0.01%

EFG Asset Management (Americas) Corp.

15.23K

Sep 30, 25

0.00%

FIRST NATIONAL CORP /MA/ /ADV

13.65K

Sep 30, 25

+13.65K

0.00%

Glenmede Investment Management, LP

13.29K

Sep 30, 25

-42

0.00%

COUNTRY CLUB BANK /GFN

12.80K

Sep 30, 25

+180

0.00%

OPTIMUM INVESTMENT ADVISORS

7.60K

Sep 30, 25

0.00%

Stonegate Investment Group, LLC

6.87K

Sep 30, 25

0.00%

Cove Street Capital, LLC

4.50K

Sep 30, 25

+1.00K

0.00%

TEXAS CAPITAL BANCSHARES INC/TX

1.20K

Sep 30, 25

+1.20K

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

300

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

150

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+41

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-7.32K

AllSquare Wealth Management LLC

Sep 30, 25

-358

Financial Advocates Investment Management

Sep 30, 25

-8.00K

L.M. KOHN & COMPANY

Sep 30, 25

-9.95K

Good Life Advisors, LLC

343.81K

Jun 30, 25

+34.78K

0.08%

Graypoint LLC

199.01K

Jun 30, 25

-82

0.05%

Moser Wealth Advisors, LLC

197.02K

Jun 30, 25

-12.32K

0.05%

AVANTAX ADVISORY SERVICES, INC.

184.80K

Jun 30, 25

-239.02K

0.04%

Congress Wealth Management LLC / DE /

140.01K

Jun 30, 25

-8.56K

0.03%

Atria Wealth Solutions, Inc.

116.03K

Jun 30, 25

-223.73K

0.03%

TFG Advisers LLC

65.03K

Jun 30, 25

-536

0.02%

Tyler-Stone Wealth Management

13.46K

Jun 30, 25

+57

0.00%

J. W. Coons Advisors, LLC

10.41K

Jun 30, 25

-1.06K

0.00%

Clarity Capital Partners LLC

10.22K

Jun 30, 25

-9.16K

0.00%

First Horizon Advisors, Inc.

9.93K

Jun 30, 25

+75

0.00%

Breed's Hill Capital LLC

7.52K

Jun 30, 25

0.00%

My Legacy Advisors, LLC

7.27K

Jun 30, 25

-2.87K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.24K

Jun 30, 25

+1.24K

0.00%

Financial Gravity Companies, Inc.

101

Jun 30, 25

+101

0.00%

Semmax Financial Advisors Inc.

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

-118

0.00%

Orion Portfolio Solutions, LLC

122.42K

Mar 31, 25

-6.51K

0.03%

Sheaff Brock Investment Advisors, LLC

49.34K

Mar 31, 25

-509

0.01%

Lindbrook Capital, LLC

18.41K

Mar 31, 25

0.00%

Coordinated Financial Services, Inc./CO

16.56K

Mar 31, 25

+16.56K

0.00%

Lane & Associates LLC

7.33K

Mar 31, 25

-8.98K

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

Mar 31, 25

+11

0.00%

Aveo Capital Partners, LLC

Mar 31, 25

-8.64K

Kades & Cheifetz LLC

143.99K

Dec 31, 24

-2.94K

0.03%

Treynor Bancshares, Inc.

75.13K

Dec 31, 24

-3.13K

0.02%

Tallon Kerry Patrick

54.52K

Dec 31, 24

+54.52K

0.01%

Geller Advisors LLC

12.81K

Dec 31, 24

+730

0.00%

Bison Wealth, LLC

9.43K

Dec 31, 24

+144

0.00%

Maiden Cove Capital, LLC

6.40K

Dec 31, 24

0.00%

Zions Bancorporation, N.A.

5.50K

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

3.11K

Dec 31, 24

+3.11K

0.00%

Householder Group Estate & Retirement Specialist, LLC

2.29K

Dec 31, 24

-658

0.00%

Sugarloaf Wealth Management, LLC

1.25K

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

1.12K

Dec 31, 24

-110

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

1.37M

Sep 30, 24

+28.76K

0.32%

RAYMOND JAMES & ASSOCIATES

796.75K

Sep 30, 24

+75.12K

0.18%

RAYMOND JAMES TRUST N.A.

54.05K

Sep 30, 24

+3.97K

0.01%

GYL FINANCIAL SYNERGIES, LLC

29.62K

Sep 30, 24

-630

0.01%

PRIO WEALTH LIMITED PARTNERSHIP

25.21K

Sep 30, 24

0.01%

Carmichael Hill & Associates, Inc.

22.59K

Sep 30, 24

-588

0.01%

FinTrust Capital Advisors, LLC

21.44K

Sep 30, 24

+209

0.00%

HARVEST VOLATILITY MANAGEMENT LLC

19.33K

Sep 30, 24

0.00%

LifePro Asset Management

13.22K

Sep 30, 24

-1.20K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

6.93K

Sep 30, 24

-333

0.00%

Family Asset Management, LLC

1.75K

Sep 30, 24

-250

0.00%

BBJS FINANCIAL ADVISORS, LLC

1.31K

Sep 30, 24

+1.31K

0.00%

M&R CAPITAL MANAGEMENT INC

300

Sep 30, 24

-650

0.00%

BlackRock Inc.

3.10M

Jun 30, 24

-112.02K

0.72%

BENJAMIN F. EDWARDS & COMPANY, INC.

60.07K

Jun 30, 24

-1.69K

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

30.57K

Jun 30, 24

-263

0.01%

Windham Capital Management, LLC

18.75K

Jun 30, 24

0.00%

Vantage Financial Partners Ltd., Inc.

14.01K

Jun 30, 24

+4.88K

0.00%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

12.61K

Jun 30, 24

+12.61K

0.00%

Levy Wealth Management Group, LLC

12.32K

Jun 30, 24

+200

0.00%

Greytown Advisors Inc.

10.33K

Jun 30, 24

0.00%

KARPAS STRATEGIES, LLC

8.60K

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

2.50K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

531

Jun 30, 24

-1.62K

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

-557

Charles Schwab Investment Advisory, Inc.

1.40M

Mar 31, 24

+1.40M

0.32%

Cetera Advisor Networks LLC

638.83K

Mar 31, 24

+48.62K

0.15%

Cetera Advisors LLC

436.74K

Mar 31, 24

+161.12K

0.10%

Coppell Advisory Solutions Corp.

147.58K

Mar 31, 24

+147.58K

0.03%

Ratio Wealth Group

140.38K

Mar 31, 24

+378

0.03%

SUMMIT FINANCIAL GROUP, INC.

104.76K

Mar 31, 24

+2.92K

0.02%

Reitz Capital Advisors LLC

70.88K

Mar 31, 24

0.02%

FirstPurpose Wealth LLC

59.95K

Mar 31, 24

-12.96K

0.01%

Coulter & Justus Financial Services, LLC

55.83K

Mar 31, 24

+55.83K

0.01%

KEATING WEALTH MANAGEMENT LLC

21.94K

Mar 31, 24

0.01%

InterOcean Capital Group, LLC

11.13K

Mar 31, 24

+11.13K

0.00%

Connectus Wealth, LLC

6.74K

Mar 31, 24

-196.06K

0.00%

CAMBRIDGE TRUST CO

1.15K

Mar 31, 24

-225

0.00%

Retirement Group, LLC

551

Mar 31, 24

+11

0.00%

Traverso Chambers Private Wealth Management, LLC

258.80K

Dec 31, 23

+14.62K

0.06%

WADE G W & INC

220.44K

Dec 31, 23

+5.78K

0.05%

StrategIQ Financial Group, LLC

105.14K

Dec 31, 23

-2.65K

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

80.76K

Dec 31, 23

+80.76K

0.02%

Day & Ennis, LLC

53.59K

Dec 31, 23

-2.44K

0.01%

DB Wealth Management Group, LLC

35.87K

Dec 31, 23

+15.54K

0.01%

Bartlett & Co. LLC

27.42K

Dec 31, 23

-3.36K

0.01%

Simplicity Solutions, LLC

18.55K

Dec 31, 23

-915

0.00%

WEALTHSOURCE PARTNERS, LLC

18.25K

Dec 31, 23

-4.00K

0.00%

Baystate Wealth Management LLC

Dec 31, 23

-87

Windsor Group LTD

151.60K

Sep 30, 23

+18.36K

0.04%

Golden Green, Inc.

116.04K

Sep 30, 23

+2.83K

0.03%

Wavelength Capital Management, LLC

52.90K

Sep 30, 23

+10.80K

0.01%

COMERICA SECURITIES,INC.

43.99K

Sep 30, 23

+1.55K

0.01%

PATHSTONE FAMILY OFFICE, LLC

26.37K

Sep 30, 23

+26.37K

0.01%

COLONY GROUP LLC

16.02K

Sep 30, 23

-32.56K

0.00%

MADISON WEALTH MANAGEMENT

10.74K

Sep 30, 23

+10.74K

0.00%

Terrapin Asset Management, LLC

10.00K

Sep 30, 23

0.00%

Claybrook Capital, LLC

8.20K

Sep 30, 23

0.00%

Icon Wealth Partners, LLC

5.94K

Sep 30, 23

-310

0.00%

Sutton Wealth Advisors Inc.

922

Sep 30, 23

0.00%

BDO Wealth Advisors, LLC

156.81K

Jun 30, 23

-824

0.04%

First National Bank of South Miami

52.11K

Jun 30, 23

-424

0.01%

Financial Architects, Inc

49.83K

Jun 30, 23

+32

0.01%

VALLEY FINANCIAL MANAGEMENT, INC.

41.89K

Jun 30, 23

+21.36K

0.01%

EFG CAPITAL INTERNATIONAL CORP.

39.02K

Jun 30, 23

+39.02K

0.01%

HERON FINANCIAL GROUP, LLC

38.46K

Jun 30, 23

-20

0.01%

Veritable, L.P.

32.85K

Jun 30, 23

-1.51K

0.01%

AJ WEALTH STRATEGIES, LLC

26.26K

Jun 30, 23

+440

0.01%

Carlsbad Wealth Advisory Group, Inc.

12.35K

Jun 30, 23

+12.35K

0.00%

Lumature Wealth Partners, LLC

12.13K

Jun 30, 23

+1.00K

0.00%

Endurance Wealth Management, Inc.

9.79K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

5.07K

Jun 30, 23

0.00%

Avalon Investment & Advisory

330.20K

Mar 31, 23

+12.28K

0.08%

LeJeune Puetz Investment Counsel LLC

63.59K

Mar 31, 23

+166

0.01%

Baldrige Asset Management LLC

43.67K

Mar 31, 23

-3.31K

0.01%

Ascendant Capital Management, LLC

42.50K

Mar 31, 23

+42.50K

0.01%

COMPASS FINANCIAL ADVISORS LLC

22.21K

Mar 31, 23

+423

0.01%

Autus Asset Management, LLC

183.05K

Dec 31, 22

-14.43K

0.04%

Laurel Wealth Advisors, Inc.

34.79K

Dec 31, 22

+4.78K

0.01%

BANK OF THE WEST

33.33K

Dec 31, 22

-7.10K

0.01%

ZEKE CAPITAL ADVISORS, LLC

27.32K

Dec 31, 22

0.01%

GAMBLE JONES INVESTMENT COUNSEL

11.68K

Dec 31, 22

0.00%

Sanford Advisory Services, LLC

9.96K

Dec 31, 22

-5.72K

0.00%

RESOLUTE FINANCIAL, LLC

7.58K

Dec 31, 22

+179

0.00%

TITLEIST ASSET MANAGEMENT, LTD.

7.00K

Dec 31, 22

+37

0.00%

Burleson & Company, LLC

5.63K

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

1.24K

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-800

Sargent Bickham Lagudis LLC

Dec 31, 22

-3.63K

SP Asset Management

1.44M

Sep 30, 22

-29.60K

0.33%

EATON VANCE MANAGEMENT

847.93K

Sep 30, 22

-1.48M

0.20%

SADOFF INVESTMENT MANAGEMENT LLC

695.51K

Sep 30, 22

-10.28K

0.16%

LFS ASSET MANAGEMENT

392.22K

Sep 30, 22

+385.63K

0.09%

MUFG Americas Holdings Corp

368.30K

Sep 30, 22

-29.71K

0.09%

American Portfolios Advisors

128.10K

Sep 30, 22

-31.11K

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

121.31K

Sep 30, 22

+4.50K

0.03%

CPWM, LLC

42.17K

Sep 30, 22

+209

0.01%

Jefferies Group LLC

23.91K

Sep 30, 22

0.01%

Maryland Capital Management

18.17K

Sep 30, 22

+450

0.00%

Kingsbury Capital Investment Advisors LLC

16.10K

Sep 30, 22

+3.76K

0.00%

Lloyd Park, LLC

8.95K

Sep 30, 22

+85

0.00%

KARLINSKI ANDREW C

8.95K

Sep 30, 22

-2.75K

0.00%

FourThought Financial, LLC

4.14K

Sep 30, 22

0.00%

Surevest, LLC

815

Sep 30, 22

0.00%

AGF Investments LLC

316

Sep 30, 22

+37

0.00%

American Research & Management Co.

265

Sep 30, 22

-400

0.00%

Ashfield Capital Partners, LLC

Sep 30, 22

-6.30K

UNITED MARITIME CAPITAL LLC

Sep 30, 22

-8.50K

CADENCE BANK NA

Sep 30, 22

-9.48K

Corient Capital Partners, LLC

Sep 30, 22

-27.94K

Intersect Capital LLC

411.24K

Jun 30, 22

-91.68K

0.10%

Fieldpoint Private Securities, LLC

147.88K

Jun 30, 22

-7.04K

0.03%

B. Riley Wealth Management, Inc.

50.31K

Jun 30, 22

+11.81K

0.01%

Altium Wealth Management LLC

19.30K

Jun 30, 22

-14.36K

0.00%

Titus Wealth Management

15.49K

Jun 30, 22

-2.64K

0.00%

Frontier Wealth Management LLC

9.55K

Jun 30, 22

0.00%

STRATEGIC CAPITAL ADVISERS, INC.

7.71K

Jun 30, 22

0.00%

Enterprise Trust & Investment Co

1.89K

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

312

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

0.00%

Lake Point Wealth Management

Jun 30, 22

-4

BAR HARBOR TRUST SERVICES

Jun 30, 22

Reynolds Investment Management, Inc.

Jun 30, 22

-5.53K

IndexIQ Advisors LLC

492.99K

Mar 31, 22

+413.72K

0.11%

Azimuth Capital Management LLC

147.58K

Mar 31, 22

+7.56K

0.03%

People's United Financial, Inc.

82.24K

Mar 31, 22

-1.41K

0.02%

Winfield Associates, Inc.

25.75K

Mar 31, 22

-8.80K

0.01%

KINGS POINT CAPITAL MANAGEMENT

20.20K

Mar 31, 22

0.00%

Karn, Couzens & Associates, Inc.

18.82K

Mar 31, 22

-4.04K

0.00%

Lenox Wealth Advisors, LLC

14.10K

Mar 31, 22

0.00%

CAPITAL ONE FINANCIAL CORP

6.04K

Mar 31, 22

-23.27K

0.00%

Meristem Family Wealth, LLC

5.74K

Mar 31, 22

-10.51K

0.00%

Freedman Financial Associates, Inc.

496

Mar 31, 22

+80

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Mar 31, 22

-193.88K

MD Financial Management Inc.

875.40K

Dec 31, 21

-48.37K

0.20%

Country Club Trust Company, n.a.

197.40K

Dec 31, 21

+12.15K

0.05%

REILLY FINANCIAL ADVISORS, LLC

164.31K

Dec 31, 21

+4.49K

0.04%

Clearshares LLC

31.51K

Dec 31, 21

0.01%

NEXT Financial Group, Inc

27.73K

Dec 31, 21

+5.20K

0.01%

MIRSKY FINANCIAL MANAGEMENT CORP.

9.28K

Dec 31, 21

+443

0.00%

Paradigm Financial Advisors, LLC

7.04K

Dec 31, 21

+96

0.00%

Carroll Financial Associates, Inc.

5.56K

Dec 31, 21

-1.25K

0.00%

Castle Financial & Retirement Planning Associates, Inc.

1.33K

Dec 31, 21

+1.33K

0.00%

MARKSTON INTERNATIONAL LLC

200

Dec 31, 21

0.00%

NorthCoast Asset Management LLC

227.07K

Sep 30, 21

+3.38K

0.05%

BBVA USA

205.58K

Sep 30, 21

-4.41K

0.05%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

96.64K

Sep 30, 21

+17.60K

0.02%

Ameritas Investment Company, LLC

42.35K

Sep 30, 21

+4.64K

0.01%

Alexandria Capital, LLC

12.59K

Sep 30, 21

-993

0.00%

Granite Investment Advisors, LLC

12.00K

Sep 30, 21

0.00%

Hochman Cole Investment Advisors, Inc.

11.24K

Sep 30, 21

-1.63K

0.00%

Homrich & Berg

8.49K

Sep 30, 21

0.00%

Sonora Investment Management, LLC

1.95K

Sep 30, 21

+1.00K

0.00%

Allegiant Private Advisors, LLC

347.00K

Jun 30, 21

-197.77K

0.08%

GLENVIEW STATE BANK TRUST DEPT.

83.84K

Jun 30, 21

+100

0.02%

Pinnacle Wealth Advisors

47.91K

Jun 30, 21

+47.91K

0.01%

SNOW CAPITAL MANAGEMENT LP

26.86K

Jun 30, 21

+21.57K

0.01%

USCA RIA LLC

12.50K

Jun 30, 21

-635

0.00%

Hoover Financial Advisors, Inc.

2.75K

Jun 30, 21

+11

0.00%

QS Investors, LLC

Jun 30, 21

-291

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

Jun 30, 21

-1.06K

FIRST INTERSTATE BANCSYSTEM INC

1.74M

Mar 31, 21

+1.74M

0.40%

BBVA USA Bancshares, Inc.

211.19K

Mar 31, 21

-15.33K

0.05%

NORTH AMERICAN MANAGEMENT CORP

59.66K

Mar 31, 21

+1.74K

0.01%

Lighthouse Financial Advisors, Inc.

52.22K

Mar 31, 21

+52.22K

0.01%

Pinnacle Advisory Group, Inc.

7.74K

Mar 31, 21

+7.74K

0.00%

Stewardship Financial Advisors, LLC

Mar 31, 21

-210

Reby Advisors, LLC

9.12K

Dec 31, 20

+9.12K

0.00%

NewFocus Financial Group, LLC

6.06K

Dec 31, 20

0.00%

Winslow, Evans & Crocker, Inc.

2.48K

Dec 31, 20

+2.48K

0.00%

First Allied Advisory Services, Inc.

149.13K

Sep 30, 20

+6.40K

0.03%

SUNFLOWER BANK, NA WEALTH MANAGEMENT

22.09K

Sep 30, 20

-6.92K

0.01%

Partnervest Advisory Services LLC

10.80K

Sep 30, 20

+10.80K

0.00%

FCG ADVISORS, LLC

6.79K

Sep 30, 20

+76

0.00%

Blue Chip Wealth Management, Inc.

5.89K

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

5.45K

Sep 30, 20

-67

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

Sep 30, 20

-318

TCG Advisors, LP

Sep 30, 20

-76.64K

Watson Rebecca

Sep 30, 20

-2.15K

Wealthspire Advisors, L.P.

Sep 30, 20

-12.79K

BRINKER CAPITAL INC

139.81K

Jun 30, 20

+139.81K

0.03%

IBERIABANK CORP

18.80K

Jun 30, 20

-3.78K

0.00%

Starfire Investment Advisers, Inc.

7.90K

Jun 30, 20

-740

0.00%

Global Financial Private Capital, Inc

5.06K

Jun 30, 20

-989

0.00%

TRUEWEALTH LLC

125

Jun 30, 20

0.00%

FIDUCIARY TRUST INTERNATIONAL LLC

Jun 30, 20

-13.70K

Willingdon Wealth Management

344.83K

Mar 31, 20

-7.56K

0.08%

Noven Financial Group, Inc.

104.12K

Mar 31, 20

-4.64K

0.02%

PagnatoKarp Partners LLC

89.31K

Mar 31, 20

-40.44K

0.02%

Squar Milner Financial Services LLC

23.98K

Mar 31, 20

-4.30K

0.01%

BOYS ARNOLD & CO INC

10.13K

Mar 31, 20

+395

0.00%

MILES CAPITAL, INC.

6.72K

Mar 31, 20

0.00%

Stratford Consulting, LLC

266

Mar 31, 20

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

Mar 31, 20

-52

LADENBURG THALMANN FINANCIAL SERVICES INC.

870.98K

Dec 31, 19

+21.96K

0.20%

Advisor Group, Inc.

658.90K

Dec 31, 19

+16.39K

0.15%

CAPITAL ONE, NATIONAL ASSOCIATION

122.84K

Dec 31, 19

+122.84K

0.03%

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

32.21K

Dec 31, 19

-332

0.01%

CLEARARC CAPITAL INC

13.46K

Dec 31, 19

0.00%

Highstreet Asset Management Inc.

4.05K

Dec 31, 19

0.00%

SUNTRUST BANKS INC

1.21M

Sep 30, 19

+97.37K

0.28%

BB&T SECURITIES, LLC

777.05K

Sep 30, 19

+41.48K

0.18%

FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.

144.40K

Sep 30, 19

0.03%

Capital One Investing, Inc.

118.36K

Sep 30, 19

-837

0.03%

Guidant Wealth Advisors

18.75K

Sep 30, 19

-70.19K

0.00%

Shamrock Asset Management LLC

16.01K

Sep 30, 19

-1.04K

0.00%

MRA Associates USA LLC

9.50K

Sep 30, 19

+186

0.00%

Julex Capital Management, LLC

4.95K

Sep 30, 19

+2.05K

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

4.17K

Sep 30, 19

0.00%

American Financial Network Advisory Services LLC

Sep 30, 19

-7.05K

MONROE BANK & TRUST/MI

44.98K

Jun 30, 19

+3.46K

0.01%

CHEMICAL BANK

7.38K

Jun 30, 19

-1.44K

0.00%

Belvedere Advisors LLC

195

Jun 30, 19

-2.12K

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

125.25K

Mar 31, 19

-5.00K

0.03%

Longer Investments Inc.

115.13K

Mar 31, 19

+10.90K

0.03%

AT Bancorp

110.99K

Mar 31, 19

+102.29K

0.03%

Sound View Wealth Advisors, LLC

81.15K

Mar 31, 19

+8.50K

0.02%

Lattice Strategies LLC

20.45K

Mar 31, 19

-2.97K

0.00%

Steinberg Global Asset Management

20.24K

Mar 31, 19

+9.38K

0.00%

HL FINANCIAL SERVICES LLC

17.93K

Mar 31, 19

-124

0.00%

NEXT Financial Holdings

14.43K

Mar 31, 19

+14.43K

0.00%

BKS ADVISORS, LLC

11.89K

Mar 31, 19

-2.00K

0.00%

BALTIMORE CAPITAL MANAGEMENT, INC

10.85K

Mar 31, 19

+10.85K

0.00%

RELIANCE TRUST CO OF DELAWARE

8.86K

Mar 31, 19

+1.11K

0.00%

Catamount Wealth Management

3.15K

Mar 31, 19

+1.55K

0.00%

Live Your Vision, LLC

571

Mar 31, 19

+571

0.00%

Patriot Wealth Management, Inc.

341.49K

Dec 31, 18

+4.06K

0.08%

COMERICA SECURITIES INC

79.79K

Dec 31, 18

+79.79K

0.02%

Palo Capital, Inc.

52.62K

Dec 31, 18

+52.62K

0.01%

Questar Asset Management, Inc.

15.20K

Dec 31, 18

+15.20K

0.00%

Visionary Asset Management, Inc.

10.68K

Dec 31, 18

+635

0.00%

BREMER TRUST NATIONAL ASSOCIATION

2.00K

Dec 31, 18

+2.00K

0.00%

WealthTrust-Arizona, LLC

532

Dec 31, 18

0.00%

KHP Capital, LLC

86.00K

Sep 30, 18

+2.13K

0.02%

DEARBORN CAPITAL MANAGEMENT LLC

74.00K

Sep 30, 18

-26.00K

0.02%

ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA

23.66K

Sep 30, 18

-584

0.01%

CUE ADVISORY SERVICES, INC.

17.62K

Sep 30, 18

-3.11K

0.00%

CYNOSURE ADVISORS, LLC

Sep 30, 18

-10.56K

Edge Advisors, LLC

18.51K

Jun 30, 18

0.00%

Kabarec Financial Advisors, Ltd.

788

Jun 30, 18

+600

0.00%

Simply Money Advisors

639.08K

Mar 31, 18

+6.22K

0.15%

Allegis Investment Advisors, LLC

16.26K

Mar 31, 18

+1.65K

0.00%

Hefty Wealth Partners

4.51K

Mar 31, 18

0.00%

IFC Holdings Incorporated/FL

72.43K

Dec 31, 17

+6.65K

0.02%

SII INVESTMENTS INC/WI

48.12K

Dec 31, 17

-24.33K

0.01%

BB&T INVESTMENT SERVICES, INC.

25.28K

Dec 31, 17

+1.87K

0.01%

WealthShield, LLC

2.99K

Dec 31, 17

+2.99K

0.00%

Blue Granite Capital, LLC

1.20K

Dec 31, 17

-2.48K

0.00%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-413.00K

NATIONAL PLANNING CORP

Dec 31, 17

-69.80K

HUTCHENS INVESTMENT MANAGEMENT INC

Dec 31, 17

-36.39K

Yellowstone Partners, LLC

Dec 31, 17

-7.33K

DAVIDSON & GARRARD INC

247.52K

Sep 30, 17

+2.28K

0.06%

Jacobus Wealth Management, Inc.

148.35K

Sep 30, 17

-7.73K

0.03%

ROBERTSON STEPHENS ADVISORS LLC

15.24K

Sep 30, 17

-2.18K

0.00%

Concert Wealth Management Inc.

Sep 30, 17

-14.95K

Commonwealth Equity Services, Inc

2.11M

Jun 30, 17

-16.03K

0.49%

Geneva Advisors, LLC

41.68K

Jun 30, 17

-4.25K

0.01%

WFG Advisors, LP

13.01K

Jun 30, 17

-2.56K

0.00%

Independent Portfolio Consultants, Inc.

7.50K

Jun 30, 17

-951

0.00%

1st Global Advisors, Inc.

7.20K

Jun 30, 17

-29

0.00%

JANUS HENDERSON INVESTORS US LLC

578.37K

Mar 31, 17

+25.00K

0.13%

Efficient Market Advisors, LLC

122.12K

Mar 31, 17

+295

0.03%

Integrated Wealth Management

103.66K

Mar 31, 17

+6.87K

0.02%

FIRST FINANCIAL EQUITY CORPORATION

100.88K

Mar 31, 17

+100.88K

0.02%

BEACON TRUST CO

48.55K

Mar 31, 17

-18.68K

0.01%

Clarity Capital KCPS Ltd.

13.07K

Mar 31, 17

+13.07K

0.00%

Lebenthal Asset Management, LLC

10.70K

Mar 31, 17

+10.70K

0.00%

LBA Wealth Management, LLC

3.30K

Mar 31, 17

0.00%

EDGE ASSET MANAGEMENT, INC

Mar 31, 17

-12.00K

BlackRock Investment Management, LLC

1.54M

Dec 31, 16

-239.94K

0.36%

MSI Financial Services Inc

465.82K

Dec 31, 16

+7.78K

0.11%

BlackRock Fund Advisors

362.23K

Dec 31, 16

+26.09K

0.08%

Aft, Forsyth & Sober, LLC

284.82K

Dec 31, 16

+500

0.07%

BLACKROCK ADVISORS LLC

266.46K

Dec 31, 16

+139.76K

0.06%

Braver Wealth Management, LLC

65.49K

Dec 31, 16

-5.47K

0.02%

HIGH POINT BANK & TRUST CO

9.10K

Dec 31, 16

-6.82K

0.00%

VECTOR WEALTH MANAGEMENT, LLC

5.75K

Dec 31, 16

+5.75K

0.00%

Stanford Investment Group, Inc.

4.04K

Dec 31, 16

-8.36K

0.00%

INTEGRATED WEALTH COUNSEL, LLC

1.61K

Dec 31, 16

0.00%

KANALY TRUST CO

496

Dec 31, 16

+496

0.00%

Sunnymeath Asset Management, Inc.

455

Dec 31, 16

+455

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-26.20K

Nichols Asset Management LLC

146.33K

Sep 30, 16

+42.50K

0.03%

Shinko Asset Management Co., Ltd.

52.50K

Sep 30, 16

+2.80K

0.01%

ADVISOR CONSULTANT NETWORK INC

35.69K

Sep 30, 16

+35.69K

0.01%

VSR Financial Services, Inc.

70.30K

Jun 30, 16

+7.07K

0.02%

FIRSTMERIT BANK N A TRUSTEE

55.10K

Jun 30, 16

-7.45K

0.01%

Investors Capital Advisory Services

52.66K

Jun 30, 16

+11.25K

0.01%

Tactical Allocation Group LLC

26.35K

Jun 30, 16

-6.85K

0.01%

Counsel Portfolio Services Inc.

24.57K

Jun 30, 16

+4.16K

0.01%

Hoxton Financial, Inc.

231.09K

Mar 31, 16

-9.11K

0.05%

HHG & Company, LLC

80.50K

Mar 31, 16

-1.08K

0.02%

Cleary Gull Holdings Inc.

63.85K

Mar 31, 16

+9.35K

0.01%

Gupta Wealth Management LLC

38.25K

Mar 31, 16

+20.31K

0.01%

CURIAN CAPITAL LLC

335.26K

Dec 31, 15

-1.06M

0.08%

STRATTON MANAGEMENT CO

22.00K

Dec 31, 15

0.01%

SMITH HAYES Advisers, Inc

20.49K

Dec 31, 15

+723

0.00%

ATHERTON LANE ADVISERS, LLC

9.65K

Dec 31, 15

+4.02K

0.00%

Pinnacle Summer Investments, Inc.

4.00K

Dec 31, 15

+1.50K

0.00%

Valentine Capital Asset Management, Inc.

700

Dec 31, 15

+700

0.00%

CITY NATIONAL BANK

765.22K

Sep 30, 15

+147.00K

0.18%

J.P. Turner & Co Capital Mnagement, LLC

10.37K

Sep 30, 15

-1.71K

0.00%

Aris Wealth Services, Inc.

200

Sep 30, 15

+200

0.00%

SOUTH GEORGIA CAPITAL, LLC

Sep 30, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

250.36K

Jun 30, 15

+69.41K

0.06%

FolioMetrix LLC

124.61K

Jun 30, 15

+32.93K

0.03%

Small Cap Value Fund, Inc.

32.75K

Jun 30, 15

+32.75K

0.01%

BAIRD ROBERT W & CO INC /WI/

519.67K

Mar 31, 15

+50.85K

0.12%

First Allied Asset Management, Inc.

448.52K

Mar 31, 15

+95.97K

0.10%

STANCORP INVESTMENT ADVISERS INC

58.34K

Mar 31, 15

-402

0.01%

CLEARY GULL INC.

55.20K

Mar 31, 15

+55.20K

0.01%

BOSTON PRIVATE BANK & TRUST CO

43.50K

Mar 31, 15

+2.70K

0.01%

Bank of Kentucky, Inc.

26.11K

Mar 31, 15

-1.91K

0.01%

Placemark Investments, Inc.

160.50K

Dec 31, 14

+34.71K

0.04%

NEW ENGLAND SECURITIES CORP /MA/

29.57K

Dec 31, 14

+14.17K

0.01%

FOUNDERS BANK & TRUST

19.32K

Dec 31, 14

0.00%

Gary Goldberg Planning Services Inc

1.25K

Dec 31, 14

+1.25K

0.00%

UBS AG

2.13M

Sep 30, 14

-352.16K

0.49%

1919 Investment Counsel, LLC

109.20K

Sep 30, 14

-3.60K

0.03%

COMMUNITY BANK SYSTEM, INC.

92.51K

Sep 30, 14

-100

0.02%

McAdams Wright Ragen, Inc.

44.12K

Sep 30, 14

-46.30K

0.01%

Stifel Trust Company, N.A.

886

Sep 30, 14

-754

0.00%

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC

266

Sep 30, 14

0.00%

Long Wharf Investors, Inc.

45.26K

Jun 30, 14

+3.90K

0.01%

KMS FINANCIAL SERVICES, INC

17.10K

Jun 30, 14

-39.69K

0.00%

LILLEY & CO

7.04K

Jun 30, 14

-400

0.00%

SG Select LLC

5.74K

Mar 31, 14

+5.74K

0.00%

STIFEL NICOLAUS & CO INC \MO\

436.64K

Sep 30, 13

-4.73K

0.10%

Signator Financial Services, Inc.

13.79K

Sep 30, 13

+805

0.00%

KNIGHT CAPITAL GROUP LLC

52.08K

Jun 30, 13

+26.71K

0.01%

CITY NATIONAL ROCHDALE, LLC

9.34K

Dec 31, 12

+7.04K

0.00%

First Allied Securities, Inc.

71.73K

Jun 30, 12

+2.23K

0.02%

Stifel Independent Advisors, LLC

6.26K

Mar 31, 11

+6.26K

0.00%

NOLLENBERGER CAPITAL PARTNERS INC

6.07K

Dec 31, 10

-26

0.00%

RBC Private Counsel (USA) Inc.

2.00K

Sep 30, 09

0.00%

RBC Dominion Securities Inc.

5.00K

Dec 31, 08

+4.65K

0.00%