Invesco Water Resources ETF(PHO)

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Invesco Water Resources ETF(PHO)

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$68.60—

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PHO(PHO)

PHO

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Institutional Ownership

Top 484 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	1.57M	Mar 31, 26	-14.34K	5.49%
MORGAN STANLEY	1.32M	Mar 31, 26	+14.35K	4.64%
LPL Financial LLC	836.10K	Mar 31, 26	-60.47K	2.93%
UBS Group AG	667.47K	Mar 31, 26	+274.40K	2.34%
1832 Asset Management L.P.	562.92K	Mar 31, 26	+42.73K	1.97%
Perigon Wealth Management, LLC	427.22K	Mar 31, 26	+42.93K	1.50%
RAYMOND JAMES FINANCIAL INC	419.93K	Mar 31, 26	-15.34K	1.47%
Atria Investments, Inc	353.97K	Mar 31, 26	+308.38K	1.24%
ROYAL BANK OF CANADA	335.43K	Mar 31, 26	+39.49K	1.18%
PNC FINANCIAL SERVICES GROUP, INC.	295.26K	Mar 31, 26	+4.67K	1.04%
Cetera Investment Advisers	221.76K	Mar 31, 26	-12.27K	0.78%
WELLS FARGO & COMPANY/MN	205.35K	Mar 31, 26	+23.87K	0.72%
Prism Advisors, Inc.	186.43K	Mar 31, 26	+19.91K	0.65%
CWM, LLC	180.13K	Mar 31, 26	+39.94K	0.63%
COMMONWEALTH EQUITY SERVICES, LLC	164.17K	Mar 31, 26	+88.52K	0.58%
ADVISOR GROUP HOLDINGS, INC.	161.01K	Mar 31, 26	-25.96K	0.56%
Polianta Ltd	153.70K	Mar 31, 26	--	0.54%
BLAIR WILLIAM & CO/IL	142.05K	Mar 31, 26	+5.57K	0.50%
Hamilton Wealth, LLC	123.52K	Mar 31, 26	+5.89K	0.43%
Sage Capital Management, LLC	97.17K	Mar 31, 26	-2.23K	0.34%
WealthSpring Partners, LLC	96.69K	Mar 31, 26	+951	0.34%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	94.90K	Mar 31, 26	-17.26K	0.33%
Kestra Advisory Services, LLC	84.84K	Mar 31, 26	+9.57K	0.30%
STIFEL FINANCIAL CORP	73.86K	Mar 31, 26	-11.31K	0.26%
D.A. DAVIDSON & CO.	70.11K	Mar 31, 26	+27.01K	0.25%
Conservest Capital Advisors, Inc.	68.42K	Mar 31, 26	-865	0.24%
Creative Planning	65.49K	Mar 31, 26	-238	0.23%
Bedell Frazier Investment Counseling, LLC	61.55K	Mar 31, 26	+365	0.22%
AMERIPRISE FINANCIAL INC	58.72K	Mar 31, 26	+5.72K	0.21%
Linscomb & Williams, Inc.	58.41K	Mar 31, 26	+2.85K	0.20%
Cerity Partners LLC	58.15K	Mar 31, 26	-1.09K	0.20%
Raab & Moskowitz Asset Management LLC	57.76K	Mar 31, 26	-1.20K	0.20%
JONES FINANCIAL COMPANIES LLLP	56.10K	Mar 31, 26	+10.31K	0.20%
IFP Advisors, Inc	56.09K	Mar 31, 26	+14.20K	0.20%
COMMERCE BANK	55.82K	Mar 31, 26	-4.18K	0.20%
Beacon Pointe Advisors, LLC	52.00K	Mar 31, 26	+12.91K	0.18%
HighTower Advisors, LLC	51.40K	Mar 31, 26	+2.22K	0.18%
TOCQUEVILLE ASSET MANAGEMENT L.P.	50.55K	Mar 31, 26	-718	0.18%
MERCER GLOBAL ADVISORS INC /ADV	49.50K	Mar 31, 26	-1.54K	0.17%
SCOTIA CAPITAL INC.	49.40K	Mar 31, 26	+706	0.17%
Colony Group, LLC	48.63K	Mar 31, 26	-606	0.17%
BNP PARIBAS ARBITRAGE, SNC	40.79K	Mar 31, 26	+40.79K	0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	39.70K	Mar 31, 26	-16.36K	0.14%
ENVESTNET ASSET MANAGEMENT INC	36.31K	Mar 31, 26	+5.26K	0.13%
JPMORGAN CHASE & CO	35.36K	Mar 31, 26	-1.92K	0.12%
DUDLEY & SHANLEY, INC.	32.78K	Mar 31, 26	--	0.12%
Verity Asset Management, Inc.	32.73K	Mar 31, 26	+3.16K	0.11%
FMR LLC	32.67K	Mar 31, 26	+27	0.11%
Chicago Partners Investment Group LLC	31.98K	Mar 31, 26	-64	0.11%
Rockingstone Advisors LLC	31.08K	Mar 31, 26	-1.18K	0.11%
O'ROURKE & COMPANY, Inc	29.66K	Mar 31, 26	-538	0.10%
Rockefeller Capital Management L.P.	29.65K	Mar 31, 26	+1.43K	0.10%
Private Advisor Group, LLC	28.27K	Mar 31, 26	+285	0.10%
PARSONS CAPITAL MANAGEMENT INC/RI	27.26K	Mar 31, 26	--	0.10%
Curbstone Financial Management Corp	26.70K	Mar 31, 26	--	0.09%
Hilltop Holdings Inc.	26.15K	Mar 31, 26	--	0.09%
J.W. COLE ADVISORS, INC.	25.90K	Mar 31, 26	-496	0.09%
SILVERLAKE WEALTH MANAGEMENT LLC	25.46K	Mar 31, 26	-2.12K	0.09%
Bravias Capital Group, LLC	25.24K	Mar 31, 26	+2.22K	0.09%
Trust Co	25.07K	Mar 31, 26	--	0.09%
Janney Montgomery Scott LLC	24.75K	Mar 31, 26	-1.77K	0.09%
Steward Partners Investment Advisory, LLC	23.86K	Mar 31, 26	-1.02K	0.08%
CAPTRUST FINANCIAL ADVISORS	23.69K	Mar 31, 26	+477	0.08%
GUARDIAN CAPITAL LP	23.30K	Mar 31, 26	+400	0.08%
PFG Investments, LLC	20.38K	Mar 31, 26	+374	0.07%
Bond & Devick Financial Network, Inc.	20.21K	Mar 31, 26	+16	0.07%
EDMOND DE ROTHSCHILD HOLDING S.A.	20.19K	Mar 31, 26	--	0.07%
Capital Analysts, LLC	19.36K	Mar 31, 26	+173	0.07%
Prime Capital Investment Advisors, LLC	19.35K	Mar 31, 26	-7.59K	0.07%
CI Private Wealth, LLC	19.25K	Mar 31, 26	-2.63K	0.07%
WEATHERLY ASSET MANAGEMENT L. P.	18.97K	Mar 31, 26	--	0.07%
BlackRock, Inc.	18.73K	Mar 31, 26	+17.66K	0.07%
MML INVESTORS SERVICES, LLC	18.60K	Mar 31, 26	-5.86K	0.07%
OPPENHEIMER & CO INC	18.53K	Mar 31, 26	+191	0.07%
Summit Financial, LLC	18.35K	Mar 31, 26	-171	0.06%
Miracle Mile Advisors, LLC	18.00K	Mar 31, 26	--	0.06%
MUSTICO FINANCIAL GROUP, INC.	17.42K	Mar 31, 26	+2.32K	0.06%
NewEdge Advisors, LLC	17.03K	Mar 31, 26	-3.80K	0.06%
Cambridge Investment Research Advisors, Inc.	16.97K	Mar 31, 26	-907	0.06%
Secure Asset Management, LLC	16.59K	Mar 31, 26	+2.95K	0.06%
SeaCrest Wealth Management, LLC	16.50K	Mar 31, 26	-3.94K	0.06%
American Institute for Advanced Investment Management, LLP	16.44K	Mar 31, 26	-450	0.06%
GLENMEDE TRUST CO NA	16.25K	Mar 31, 26	-1.02K	0.06%
Fox Hill Wealth Management	16.23K	Mar 31, 26	-130	0.06%
RETIREMENT INCOME SOLUTIONS, INC	16.19K	Mar 31, 26	--	0.06%
ROBERTS GLORE & CO INC /IL/	16.16K	Mar 31, 26	-332	0.06%
Dynamic Advisor Solutions LLC	16.10K	Mar 31, 26	+712	0.06%
Gouws Capital LLC	16.00K	Mar 31, 26	--	0.06%
Spire Wealth Management	15.43K	Mar 31, 26	+2	0.05%
Glen Eagle Advisors, LLC	15.30K	Mar 31, 26	-811	0.05%
Mesirow Financial Investment Management, Inc.	15.08K	Mar 31, 26	+8.19K	0.05%
Mariner, LLC	14.59K	Mar 31, 26	-731	0.05%
Wealthcare Advisory Partners LLC	14.13K	Mar 31, 26	+3.69K	0.05%
FSM Wealth Advisors, LLC	14.03K	Mar 31, 26	+2.10K	0.05%
EQUITABLE TRUST CO	13.94K	Mar 31, 26	--	0.05%
Arkadios Wealth Advisors	13.90K	Mar 31, 26	+417	0.05%
FIFTH THIRD BANCORP	13.77K	Mar 31, 26	+10.88K	0.05%
Resources Investment Advisors, LLC.	13.57K	Mar 31, 26	-1.76K	0.05%
Cresset Asset Management, LLC	13.56K	Mar 31, 26	-1.27K	0.05%
Equitable Holdings, Inc.	13.54K	Mar 31, 26	+10.24K	0.05%
Integrated Wealth Concepts LLC	13.54K	Mar 31, 26	+1.43K	0.05%
TRUIST FINANCIAL CORP	13.30K	Mar 31, 26	-760	0.05%
WHITTIER TRUST CO OF NEVADA INC	13.25K	Mar 31, 26	+7.40K	0.05%
MAI Capital Management	13.04K	Mar 31, 26	-151	0.05%
Elk River Wealth Management, LLC	12.63K	Mar 31, 26	--	0.04%
Snowden Capital Advisors LLC	12.40K	Mar 31, 26	+158	0.04%
LexAurum Advisors, LLC	12.40K	Mar 31, 26	+12.40K	0.04%
ALTFEST L J & CO INC	11.98K	Mar 31, 26	-647	0.04%
Apollon Wealth Management, LLC	11.91K	Mar 31, 26	-2.17K	0.04%
Baird Financial Group, Inc.	11.74K	Mar 31, 26	-954	0.04%
OVERSEA-CHINESE BANKING Corp Ltd	11.60K	Mar 31, 26	+137	0.04%
NTV ASSET MANAGEMENT LLC	11.41K	Mar 31, 26	+150	0.04%
First City Capital Management, Inc.	11.34K	Mar 31, 26	--	0.04%
NewEdge Wealth, LLC	11.15K	Mar 31, 26	--	0.04%
HM PAYSON & CO	10.90K	Mar 31, 26	-666	0.04%
Ausdal Financial Partners, Inc.	10.85K	Mar 31, 26	+3.78K	0.04%
US BANCORP \DE\	10.44K	Mar 31, 26	-1.04K	0.04%
Golden State Equity Partners	10.38K	Mar 31, 26	+1.73K	0.04%
Neuberger Berman Group LLC	10.35K	Mar 31, 26	--	0.04%
Stamos Capital Partners, L.P.	9.85K	Mar 31, 26	+760	0.03%
Crestwood Advisors Group LLC	9.74K	Mar 31, 26	+42	0.03%
Retirement Planning Co of New England, Inc.	9.41K	Mar 31, 26	+3	0.03%
CHOREO, LLC	9.33K	Mar 31, 26	-695	0.03%
WELCH & FORBES LLC	9.10K	Mar 31, 26	-1.30K	0.03%
Lynx Investment Advisory	9.09K	Mar 31, 26	+1	0.03%
NATIONAL BANK OF CANADA /FI/	8.99K	Mar 31, 26	-3.10K	0.03%
NORTH STAR ASSET MANAGEMENT INC	8.95K	Mar 31, 26	--	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	8.95K	Mar 31, 26	-103	0.03%
IHT Wealth Management, LLC	8.72K	Mar 31, 26	+9	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	8.53K	Mar 31, 26	+2	0.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	8.30K	Mar 31, 26	-127	0.03%
Advisory Services Network, LLC	8.11K	Mar 31, 26	-4.99K	0.03%
PACIFIC SUN FINANCIAL CORP	7.97K	Mar 31, 26	+195	0.03%
MOSAIC FINANCIAL GROUP, LLC	7.96K	Mar 31, 26	+6	0.03%
GERBER, LLC	7.83K	Mar 31, 26	--	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	7.75K	Mar 31, 26	-18.99K	0.03%
WEALTHSPAN PARTNERS, LLC	7.67K	Mar 31, 26	+1	0.03%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	7.65K	Mar 31, 26	+7.65K	0.03%
BROWN ADVISORY INC	7.59K	Mar 31, 26	-2.85K	0.03%
McGinn Penninger Investment Management, Inc.	7.41K	Mar 31, 26	-240	0.03%
Stenahm Asset Managment Ltd	7.40K	Mar 31, 26	--	0.03%
LPWM LLC	7.39K	Mar 31, 26	+1.49K	0.03%
Independent Advisor Alliance	7.33K	Mar 31, 26	+7.33K	0.03%
Howard Capital Management Group, LLC	7.20K	Mar 31, 26	-585	0.03%
MCIA Inc	7.14K	Mar 31, 26	+140	0.03%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	7.10K	Mar 31, 26	--	0.02%
BESSEMER GROUP INC	6.88K	Mar 31, 26	--	0.02%
Columbus Macro, LLC	6.71K	Mar 31, 26	+10	0.02%
BANK OF MONTREAL /CAN/	6.67K	Mar 31, 26	-966	0.02%
HOWE & RUSLING INC	6.60K	Mar 31, 26	+100	0.02%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	6.58K	Mar 31, 26	--	0.02%
HRT FINANCIAL LP	6.32K	Mar 31, 26	+6.32K	0.02%
Pathstone Holdings, LLC	6.14K	Mar 31, 26	--	0.02%
CENTRAL TRUST Co	6.08K	Mar 31, 26	--	0.02%
Mechanics Bank Trust Department	6.08K	Mar 31, 26	-570	0.02%
Atlantic Union Bankshares Corp	6.02K	Mar 31, 26	--	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	6.02K	Mar 31, 26	+870	0.02%
Moors & Cabot, Inc.	5.99K	Mar 31, 26	+550	0.02%
Sequoia Financial Advisors, LLC	5.98K	Mar 31, 26	+4	0.02%
Waverly Advisors, LLC	5.90K	Mar 31, 26	+50	0.02%
NorthRock Partners, LLC	5.85K	Mar 31, 26	+1	0.02%
Wealthfront Advisers LLC	5.83K	Mar 31, 26	-493	0.02%
Stratos Wealth Partners, LTD.	5.79K	Mar 31, 26	-5	0.02%
FRANKLIN RESOURCES INC	5.72K	Mar 31, 26	+1.36K	0.02%
North Star Investment Management Corp.	5.72K	Mar 31, 26	+2	0.02%
Graves Light Lenhart Wealth, Inc.	5.70K	Mar 31, 26	+2	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	5.65K	Mar 31, 26	-5.32K	0.02%
FLPUTNAM INVESTMENT MANAGEMENT CO	5.58K	Mar 31, 26	--	0.02%
Venture Visionary Partners LLC	5.53K	Mar 31, 26	-300	0.02%
Quantinno Capital Management LP	5.51K	Mar 31, 26	+96	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	5.40K	Mar 31, 26	+169	0.02%
Clearwater Capital Advisors, LLC	5.19K	Mar 31, 26	-21	0.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5.14K	Mar 31, 26	+346	0.02%
First Western Trust Bank	5.04K	Mar 31, 26	-2.19K	0.02%
RFG - Bristol Wealth Advisors, LLC	5.03K	Mar 31, 26	-592	0.02%
Paragon Capital Management Ltd	4.97K	Mar 31, 26	+8	0.02%
PEAPACK GLADSTONE FINANCIAL CORP	4.92K	Mar 31, 26	-1.35K	0.02%
Parkside Financial Bank & Trust	4.75K	Mar 31, 26	--	0.02%
TRITONPOINT WEALTH, LLC	4.71K	Mar 31, 26	--	0.02%
Blue Rock Wealth Management LLC	4.70K	Mar 31, 26	--	0.02%
LJI Wealth Management, LLC	4.65K	Mar 31, 26	+4.65K	0.02%
Walkner Condon Financial Advisors LLC	4.64K	Mar 31, 26	+312	0.02%
Ledyard National Bank	4.54K	Mar 31, 26	-289	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	4.51K	Mar 31, 26	-3.33K	0.02%
WEDBUSH SECURITIES INC	4.50K	Mar 31, 26	-8	0.02%
FLOW TRADERS U.S. LLC	4.49K	Mar 31, 26	+4.49K	0.02%
TD Waterhouse Canada Inc.	4.43K	Mar 31, 26	-124	0.02%
Ritter Daniher Financial Advisory LLC / DE	4.41K	Mar 31, 26	--	0.02%
WealthBridge Capital Management, LLC	4.39K	Mar 31, 26	--	0.02%
LYELL WEALTH MANAGEMENT, LP	4.32K	Mar 31, 26	--	0.02%
Point72 Asset Management, L.P.	4.30K	Mar 31, 26	+580	0.02%
Aspire Capital Advisors LLC	4.18K	Mar 31, 26	+7	0.01%
LRI Investments, LLC	4.17K	Mar 31, 26	--	0.01%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	4.08K	Mar 31, 26	+500	0.01%
Wellington Shields & Co., LLC	4.07K	Mar 31, 26	--	0.01%
Marble Harbor Investment Counsel, LLC	4.03K	Mar 31, 26	--	0.01%
TruWealth Advisors, LLC	4.01K	Mar 31, 26	-529	0.01%
BUCKHEAD CAPITAL MANAGEMENT LLC	4.00K	Mar 31, 26	--	0.01%
JOHNSON INVESTMENT COUNSEL INC	3.99K	Mar 31, 26	--	0.01%
Relyea Zuckerberg Hanson LLC	3.98K	Mar 31, 26	--	0.01%
Vise Technologies, Inc.	3.98K	Mar 31, 26	--	0.01%
McElhenny Sheffield Capital Management, LLC	3.96K	Mar 31, 26	--	0.01%
NWAM LLC	3.93K	Mar 31, 26	-53	0.01%
JOHN G ULLMAN & ASSOCIATES INC	3.92K	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	3.89K	Mar 31, 26	-157	0.01%
Sanctuary Advisors, LLC	3.88K	Mar 31, 26	-708	0.01%
Freestone Capital Holdings, LLC	3.87K	Mar 31, 26	--	0.01%
Adviser Investments LLC	3.85K	Mar 31, 26	--	0.01%
Modera Wealth Management, LLC	3.70K	Mar 31, 26	--	0.01%
CIBC WORLD MARKET INC.	3.69K	Mar 31, 26	-30.71K	0.01%
Sanibel Captiva Trust Company, Inc.	3.60K	Mar 31, 26	--	0.01%
Merit Financial Group, LLC	3.56K	Mar 31, 26	-461	0.01%
Beaton Management Co. Inc.	3.53K	Mar 31, 26	--	0.01%
Jacobi Capital Management LLC	3.52K	Mar 31, 26	+253	0.01%
KCM INVESTMENT ADVISORS LLC	3.52K	Mar 31, 26	--	0.01%
Lido Advisors, LLC	3.50K	Mar 31, 26	+3.50K	0.01%
Pinnacle Wealth Management Group, Inc.	3.50K	Mar 31, 26	--	0.01%
DAYMARK WEALTH PARTNERS, LLC	3.50K	Mar 31, 26	--	0.01%
KLINGENSTEIN FIELDS & CO LP	3.50K	Mar 31, 26	--	0.01%
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	3.48K	Mar 31, 26	--	0.01%
NORTHERN TRUST CORP	3.45K	Mar 31, 26	-287	0.01%
Sound Income Strategies, LLC	3.43K	Mar 31, 26	--	0.01%
KKM Financial LLC	3.41K	Mar 31, 26	--	0.01%
Banco Santander, S.A.	3.39K	Mar 31, 26	-550	0.01%
ALTERNA WEALTH MANAGEMENT, INC	3.39K	Mar 31, 26	--	0.01%
TRAPHAGEN INVESTMENT ADVISORS LLC	3.37K	Mar 31, 26	-56	0.01%
Sovran Advisors, LLC	3.36K	Mar 31, 26	-23.51K	0.01%
Astoria Portfolio Advisors LLC.	3.33K	Mar 31, 26	+2	0.01%
Millstone Evans Group, LLC	3.30K	Mar 31, 26	--	0.01%
Chemistry Wealth Management LLC	3.26K	Mar 31, 26	--	0.01%
Kovack Advisors, Inc.	3.16K	Mar 31, 26	-292	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	3.10K	Mar 31, 26	--	0.01%
BENJAMIN EDWARDS INC	3.09K	Mar 31, 26	--	0.01%
Brookwood Investment Group LLC	3.06K	Mar 31, 26	--	0.01%
Autumn Glory Partners, LLC	3.05K	Mar 31, 26	--	0.01%
JFS WEALTH ADVISORS, LLC	3.04K	Mar 31, 26	+1	0.01%
Allworth Financial LP	3.02K	Mar 31, 26	+314	0.01%
Farther Finance Advisors, LLC	3.02K	Mar 31, 26	+489	0.01%
Per Stirling Capital Management, LLC.	3.00K	Mar 31, 26	+5	0.01%
Essex Financial Services, Inc.	3.00K	Mar 31, 26	--	0.01%
BROWN BROTHERS HARRIMAN & CO	3.00K	Mar 31, 26	+3.00K	0.01%
Tower Research Capital LLC (TRC)	2.98K	Mar 31, 26	+2.98K	0.01%
WealthShield Partners, LLC	2.96K	Mar 31, 26	--	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	2.72K	Mar 31, 26	+1.18K	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.70K	Mar 31, 26	--	0.01%
Western Wealth Management, LLC	2.67K	Mar 31, 26	+2.67K	0.01%
Ancora Advisors, LLC	2.57K	Mar 31, 26	-150	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.46K	Mar 31, 26	+594	0.01%
NBC SECURITIES, INC.	2.32K	Mar 31, 26	-48	0.01%
FIRST UNITED BANK & TRUST	2.26K	Mar 31, 26	-290	0.01%
Aptus Capital Advisors, LLC	2.25K	Mar 31, 26	+150	0.01%
Larson Financial Group LLC	2.22K	Mar 31, 26	-1.02K	0.01%
Westside Investment Management, Inc.	2.22K	Mar 31, 26	+701	0.01%
ST GERMAIN D J CO INC	2.19K	Mar 31, 26	--	0.01%
Bangor Savings Bank	2.13K	Mar 31, 26	--	0.01%
Federation des caisses Desjardins du Quebec	1.96K	Mar 31, 26	-12.25K	0.01%
Johnson Financial Group, Inc.	1.96K	Mar 31, 26	+178	0.01%
SRS Capital Advisors, Inc.	1.89K	Mar 31, 26	+143	0.01%
TFC Financial Management, Inc.	1.77K	Mar 31, 26	+3	0.01%
Parallel Advisors, LLC	1.75K	Mar 31, 26	+293	0.01%
Capital Investment Advisory Services, LLC	1.75K	Mar 31, 26	+1	0.01%
WHITTIER TRUST CO	1.74K	Mar 31, 26	--	0.01%
AdvisorNet Financial, Inc	1.70K	Mar 31, 26	--	0.01%
BALLAST ADVISORS LLC	1.59K	Mar 31, 26	+1.59K	0.01%
CENTAURUS FINANCIAL, INC.	1.53K	Mar 31, 26	+1	0.01%
AlphaCore Capital LLC	1.52K	Mar 31, 26	-308	0.01%
BOKF, NA	1.41K	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	1.35K	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	1.34K	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	1.17K	Mar 31, 26	--	0.00%
Rossby Financial, LCC	1.05K	Mar 31, 26	+1	0.00%
Cherry Tree Wealth Management, LLC	1.00K	Mar 31, 26	--	0.00%
Axiom Investment Management LLC	1.00K	Mar 31, 26	+1.00K	0.00%
Washington Trust Advisors, Inc.	980	Mar 31, 26	--	0.00%
Frazier Financial Advisors, LLC	980	Mar 31, 26	--	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	949	Mar 31, 26	-84	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	946	Mar 31, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	890	Mar 31, 26	--	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	850	Mar 31, 26	--	0.00%
SOA Wealth Advisors, LLC.	821	Mar 31, 26	+2	0.00%
FIRST HORIZON CORP	820	Mar 31, 26	-250	0.00%
Westfuller Advisors, LLC	813	Mar 31, 26	+1	0.00%
AE Wealth Management LLC	811	Mar 31, 26	--	0.00%
MOTCO	800	Mar 31, 26	--	0.00%
DecisionPoint Financial, LLC	800	Mar 31, 26	--	0.00%
JNBA Financial Advisors	786	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	779	Mar 31, 26	--	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	756	Mar 31, 26	+756	0.00%
Kennebec Savings Bank	720	Mar 31, 26	-161	0.00%
Legacy Bridge, LLC	710	Mar 31, 26	--	0.00%
Bank of Jackson Hole Trust	680	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	650	Mar 31, 26	+650	0.00%
Manchester Capital Management LLC	631	Mar 31, 26	--	0.00%
ASSETMARK, INC	608	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	590	Mar 31, 26	--	0.00%
Financial Connections Group, Inc.	558	Mar 31, 26	--	0.00%
Biltmore Family Office, LLC	550	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	550	Mar 31, 26	+550	0.00%
Sunbelt Securities, Inc.	507	Mar 31, 26	--	0.00%
Horizon Investments, LLC	504	Mar 31, 26	+251	0.00%
BRYN MAWR TRUST Co	500	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	480	Mar 31, 26	+92	0.00%
NBT BANK N A /NY	443	Mar 31, 26	-500	0.00%
IAG Wealth Partners, LLC	425	Mar 31, 26	--	0.00%
Breakwater Investment Management	424	Mar 31, 26	--	0.00%
Costello Asset Management, INC	412	Mar 31, 26	--	0.00%
GAMMA Investing LLC	407	Mar 31, 26	--	0.00%
EASTERN BANK	400	Mar 31, 26	--	0.00%
CITY HOLDING CO	400	Mar 31, 26	--	0.00%
Strengthening Families & Communities, LLC	395	Mar 31, 26	-34	0.00%
Redwood Park Advisors LLC	387	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	354	Mar 31, 26	+1	0.00%
Piscataqua Savings Bank	350	Mar 31, 26	--	0.00%
Boreal Capital Management LLC	349	Mar 31, 26	+349	0.00%
IMA Wealth, Inc.	325	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	317	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	276	Mar 31, 26	--	0.00%
New England Capital Financial Advisors LLC	274	Mar 31, 26	+1	0.00%
Abound Wealth Management	264	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	260	Mar 31, 26	+260	0.00%
Clearstead Advisors, LLC	257	Mar 31, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	254	Mar 31, 26	-1	0.00%
Caitlin John, LLC	234	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	221	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	221	Mar 31, 26	--	0.00%
Capital Advisors, Ltd. LLC	215	Mar 31, 26	--	0.00%
UMB Bank, n.a.	215	Mar 31, 26	--	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	206	Mar 31, 26	--	0.00%
CARDIFF PARK ADVISORS, LLC	200	Mar 31, 26	--	0.00%
Center for Financial Planning, Inc.	200	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	145	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	137	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	137	Mar 31, 26	+137	0.00%
Transamerica Financial Advisors, Inc.	135	Mar 31, 26	+135	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	132	Mar 31, 26	+132	0.00%
Scarborough Advisors, LLC	132	Mar 31, 26	--	0.00%
Colonial Trust Advisors	115	Mar 31, 26	--	0.00%
BELLEVUE ASSET MANAGEMENT, LLC	111	Mar 31, 26	--	0.00%
Western Pacific Wealth Management, LP	101	Mar 31, 26	--	0.00%
Clayton Financial Group LLC	100	Mar 31, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	100	Mar 31, 26	--	0.00%
Graney & King, LLC	100	Mar 31, 26	--	0.00%
Horizons Wealth Management	100	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	80	Mar 31, 26	--	0.00%
WFA of San Diego, LLC	70	Mar 31, 26	-20	0.00%
Kilter Group LLC	52	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	50	Mar 31, 26	-25	0.00%
Tradewinds Capital Management, LLC	46	Mar 31, 26	+46	0.00%
ALBION FINANCIAL GROUP /UT	41	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	40	Mar 31, 26	--	0.00%
SouthState Corp	35	Mar 31, 26	--	0.00%
Providence Capital Advisors, LLC	20	Mar 31, 26	+8	0.00%
Cassaday & Co Wealth Management LLC	12	Mar 31, 26	+12	0.00%
HUNTINGTON NATIONAL BANK	1	Mar 31, 26	--	0.00%
CITIZENS FINANCIAL GROUP INC/RI	--	Mar 31, 26	-2.89K	--
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	--	Mar 31, 26	-198.31K	--
LEAVELL INVESTMENT MANAGEMENT, INC.	--	Mar 31, 26	-2.93K	--
SAGESPRING WEALTH PARTNERS, LLC	--	Mar 31, 26	-2.98K	--
HB Wealth Management, LLC	--	Mar 31, 26	-2.90K	--
VAN ECK ASSOCIATES CORP	--	Mar 31, 26	-13.48K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-824	--
Winthrop Advisory Group LLC	--	Mar 31, 26	-2.97K	--
VERUS CAPITAL PARTNERS, LLC	--	Mar 31, 26	-2.92K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-6.57K	--
Apella Capital, LLC	--	Mar 31, 26	-3.26K	--
REAP Financial Group, LLC	--	Mar 31, 26	-1	--
Murphy, Middleton, Hinkle & Parker, Inc.	--	Mar 31, 26	-9.48K	--
OXFORD FINANCIAL GROUP LTD	--	Mar 31, 26	-4.44K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-4.35K	--
Root Financial Partners, LLC	--	Mar 31, 26	-261	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-3.04K	--
VALLEY NATIONAL ADVISERS INC	--	Mar 31, 26	-40	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-25.62K	--
Belpointe Asset Management LLC	--	Mar 31, 26	-3.82K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Mar 31, 26	-3.00K	--
David R. Rahn & Associates Inc.	--	Mar 31, 26	-57.29K	--
INVESTMENT COUNSEL CO OF NEVADA	--	Mar 31, 26	-419	--
TD PRIVATE CLIENT WEALTH LLC	--	Mar 31, 26	-9.45K	--
Fortis Capital Advisors, LLC	--	Mar 31, 26	-3.82K	--
Midwest Trust Co	--	Mar 31, 26	-2.93K	--
CIBC Private Wealth Group, LLC	24.01K	Dec 31, 25	-936	0.08%
COMERICA BANK	12.31K	Dec 31, 25	-4.29K	0.04%
SS&H Financial Advisors, Inc.	7.20K	Dec 31, 25	--	0.03%
MGB Wealth Management, LLC	2.70K	Dec 31, 25	--	0.01%
TRUST CO OF VERMONT	1.00K	Dec 31, 25	--	0.00%
Ransom Advisory, Ltd	908	Dec 31, 25	+908	0.00%
Motiv8 Investments LLC	775	Dec 31, 25	+775	0.00%
Global Retirement Partners, LLC	462	Dec 31, 25	+101	0.00%
SageView Advisory Group, LLC	104	Dec 31, 25	+104	0.00%
TUCKER ASSET MANAGEMENT LLC	95	Dec 31, 25	+95	0.00%
ORG Partners LLC	49	Dec 31, 25	-544	0.00%
Gitterman Wealth Management, LLC	368.92K	Sep 30, 25	-1.05K	1.29%
Strive Asset Management, LLC	91.86K	Sep 30, 25	+17.78K	0.32%
Glenmede Investment Management, LP	17.61K	Sep 30, 25	-6.10K	0.06%
AllSquare Wealth Management LLC	3.90K	Sep 30, 25	--	0.01%
FSA Wealth Management LLC	1.77K	Sep 30, 25	--	0.01%
CROWLEY WEALTH MANAGEMENT, INC.	1.55K	Sep 30, 25	+100	0.01%
Lowe Wealth Advisors, LLC	7	Sep 30, 25	--	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-1.03K	--
Money Design Co.,Ltd.	55.95K	Jun 30, 25	-6.14K	0.20%
Atria Wealth Solutions, Inc.	30.13K	Jun 30, 25	-11.01K	0.11%
Congress Wealth Management LLC / DE /	15.07K	Jun 30, 25	-14.93K	0.05%
AVANTAX ADVISORY SERVICES, INC.	4.47K	Jun 30, 25	+100	0.02%
First Horizon Advisors, Inc.	2.07K	Jun 30, 25	--	0.01%
Centricity Wealth Management, LLC	1.60K	Jun 30, 25	--	0.01%
Sandy Spring Bank	6.32K	Mar 31, 25	-50	0.02%
Transform Wealth, LLC	4.91K	Mar 31, 25	+2	0.02%
US FINANCIAL ADVISORS, LLC	4.47K	Mar 31, 25	+365	0.02%
Cassady Schiller Wealth Management, LLC	377	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	229	Dec 31, 24	+229	0.00%
Kades & Cheifetz LLC	--	Dec 31, 24	-2.97K	--
RAYMOND JAMES & ASSOCIATES	302.28K	Sep 30, 24	+185.77K	1.06%
Raymond James Financial Services Advisors, Inc.	190.49K	Sep 30, 24	+29.66K	0.67%
CONCENTRIC WEALTH MANAGEMENT, LLC	11.25K	Sep 30, 24	-22	0.04%
RAYMOND JAMES TRUST N.A.	4.56K	Sep 30, 24	--	0.02%
All Season Financial Advisors, Inc.	3.31K	Sep 30, 24	+3.31K	0.01%
ETFIDEA, LLC	3.30K	Sep 30, 24	+8	0.01%
Syntrinsic LLC	325	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	300	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	240	Sep 30, 24	--	0.00%
HoyleCohen, LLC	31.86K	Jun 30, 24	--	0.11%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.54K	Jun 30, 24	--	0.01%
Private Ocean, LLC	765	Jun 30, 24	--	0.00%
EMFO, LLC	242	Jun 30, 24	+11	0.00%
ICA Group Wealth Management, LLC	150	Jun 30, 24	-101	0.00%
Cetera Advisor Networks LLC	209.43K	Mar 31, 24	+2.67K	0.73%
Cetera Advisors LLC	17.97K	Mar 31, 24	+13.17K	0.06%
StrategIQ Financial Group, LLC	7.13K	Dec 31, 23	-482	0.03%
WEALTHSOURCE PARTNERS, LLC	4.16K	Dec 31, 23	-228	0.01%
WADE G W & INC	3.43K	Dec 31, 23	+3.43K	0.01%
Bartlett & Co. LLC	2.70K	Dec 31, 23	--	0.01%
DB Wealth Management Group, LLC	164	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	37.60K	Sep 30, 23	-33.25K	0.13%
3D/L Capital Management, LLC	--	Sep 30, 23	-3.68K	--
Icon Wealth Partners, LLC	--	Sep 30, 23	-1.80K	--
APPLETON GROUP, LLC	--	Sep 30, 23	-3.72K	--
TIAA, FSB	5.36K	Jun 30, 23	-204	0.02%
Vigilant Capital Management, LLC	2.82K	Jun 30, 23	--	0.01%
PIERSHALE FINANCIAL GROUP, INC.	385	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	226	Jun 30, 23	--	0.00%
TimeScale Financial, Inc.	203	Jun 30, 23	+1	0.00%
BerganKDV Wealth Management, LLC	5	Jun 30, 23	--	0.00%
Parsec Financial Management, Inc.	5.04K	Mar 31, 23	-2.53K	0.02%
Baldrige Asset Management LLC	915	Mar 31, 23	--	0.00%
Ahrens Investment Partners LLC	175	Mar 31, 23	+175	0.00%
Sargent Bickham Lagudis LLC	248	Dec 31, 22	--	0.00%
Cribstone Capital Management, LLC	228	Dec 31, 22	--	0.00%
Covington Capital Management	38.80K	Sep 30, 22	--	0.14%
BTR CAPITAL MANAGEMENT INC	20.86K	Sep 30, 22	-350	0.07%
EATON VANCE MANAGEMENT	8.64K	Sep 30, 22	+812	0.03%
American Portfolios Advisors	3.62K	Sep 30, 22	-1.14K	0.01%
MUFG Americas Holdings Corp	644	Sep 30, 22	--	0.00%
FourThought Financial, LLC	107	Sep 30, 22	--	0.00%
American Research & Management Co.	70	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-5	--
BIVIN & ASSOCIATES, INC.	300	Jun 30, 22	--	0.00%
HC FINANCIAL ADVISORS INC	150	Jun 30, 22	+150	0.00%
Corbenic Partners LLC	137	Jun 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	--	Jun 30, 22	-3.82K	--
PALLADIUM PARTNERS LLC	5.87K	Mar 31, 22	-299	0.02%
RITTER DANIHER FINANCIAL ADVISORY LLC	1.75K	Mar 31, 22	--	0.01%
KINGS POINT CAPITAL MANAGEMENT	1.63K	Mar 31, 22	+302	0.01%
Freedman Financial Associates, Inc.	1.00K	Mar 31, 22	--	0.00%
MD Financial Management Inc.	631.30K	Dec 31, 21	-14.26K	2.21%
QUEST CAPITAL MANAGEMENT INC /ADV	45.38K	Dec 31, 21	--	0.16%
FundX Investment Group, LLC	6.58K	Dec 31, 21	-50.94K	0.02%
REILLY FINANCIAL ADVISORS, LLC	530	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	130	Dec 31, 21	+130	0.00%
Brouwer & Janachowski, LLC	11.94K	Sep 30, 21	--	0.04%
Ameritas Investment Company, LLC	4.71K	Sep 30, 21	+2.28K	0.02%
Filbrandt Wealth Management, LLC	1.42K	Sep 30, 21	-1.40K	0.00%
USCA RIA LLC	3.94K	Jun 30, 21	+3.94K	0.01%
HOWARD CAPITAL MANAGEMENT	66.65K	Dec 31, 20	-1.55K	0.23%
BAINCO INTERNATIONAL INVESTORS	350	Dec 31, 20	+350	0.00%
Winslow, Evans & Crocker, Inc.	200	Dec 31, 20	+200	0.00%
TRUEWEALTH LLC	5.40K	Jun 30, 20	--	0.02%
Fiduciary Trust Co International of Pennsylvania	7.04K	Mar 31, 20	+7.04K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	102.38K	Dec 31, 19	+292	0.36%
Advisor Group, Inc.	21.60K	Dec 31, 19	+1.69K	0.08%
Whitnell & Co.	200	Dec 31, 19	--	0.00%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	345	Sep 30, 19	--	0.00%
WealthTrust Fairport, LLC	900	Mar 31, 19	+900	0.00%
AVIANCE CAPITAL MANAGEMENT, LLC	748	Mar 31, 19	-185	0.00%
NORTHERN CAPITAL MANAGEMENT LLC	27.85K	Dec 31, 18	-481	0.10%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

1.57M

Mar 31, 26

-14.34K

5.49%

MORGAN STANLEY

1.32M

Mar 31, 26

+14.35K

4.64%

LPL Financial LLC

836.10K

Mar 31, 26

-60.47K

2.93%

UBS Group AG

667.47K

Mar 31, 26

+274.40K

2.34%

1832 Asset Management L.P.

562.92K

Mar 31, 26

+42.73K

1.97%

Perigon Wealth Management, LLC

427.22K

Mar 31, 26

+42.93K

1.50%

RAYMOND JAMES FINANCIAL INC

419.93K

Mar 31, 26

-15.34K

1.47%

Atria Investments, Inc

353.97K

Mar 31, 26

+308.38K

1.24%

ROYAL BANK OF CANADA

335.43K

Mar 31, 26

+39.49K

1.18%

PNC FINANCIAL SERVICES GROUP, INC.

295.26K

Mar 31, 26

+4.67K

1.04%

Cetera Investment Advisers

221.76K

Mar 31, 26

-12.27K

0.78%

WELLS FARGO & COMPANY/MN

205.35K

Mar 31, 26

+23.87K

0.72%

Prism Advisors, Inc.

186.43K

Mar 31, 26

+19.91K

0.65%

CWM, LLC

180.13K

Mar 31, 26

+39.94K

0.63%

COMMONWEALTH EQUITY SERVICES, LLC

164.17K

Mar 31, 26

+88.52K

0.58%

ADVISOR GROUP HOLDINGS, INC.

161.01K

Mar 31, 26

-25.96K

0.56%

Polianta Ltd

153.70K

Mar 31, 26

0.54%

BLAIR WILLIAM & CO/IL

142.05K

Mar 31, 26

+5.57K

0.50%

Hamilton Wealth, LLC

123.52K

Mar 31, 26

+5.89K

0.43%

Sage Capital Management, LLC

97.17K

Mar 31, 26

-2.23K

0.34%

WealthSpring Partners, LLC

96.69K

Mar 31, 26

+951

0.34%

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

94.90K

Mar 31, 26

-17.26K

0.33%

Kestra Advisory Services, LLC

84.84K

Mar 31, 26

+9.57K

0.30%

STIFEL FINANCIAL CORP

73.86K

Mar 31, 26

-11.31K

0.26%

D.A. DAVIDSON & CO.

70.11K

Mar 31, 26

+27.01K

0.25%

Conservest Capital Advisors, Inc.

68.42K

Mar 31, 26

-865

0.24%

Creative Planning

65.49K

Mar 31, 26

-238

0.23%

Bedell Frazier Investment Counseling, LLC

61.55K

Mar 31, 26

+365

0.22%

AMERIPRISE FINANCIAL INC

58.72K

Mar 31, 26

+5.72K

0.21%

Linscomb & Williams, Inc.

58.41K

Mar 31, 26

+2.85K

0.20%

Cerity Partners LLC

58.15K

Mar 31, 26

-1.09K

0.20%

Raab & Moskowitz Asset Management LLC

57.76K

Mar 31, 26

-1.20K

0.20%

JONES FINANCIAL COMPANIES LLLP

56.10K

Mar 31, 26

+10.31K

0.20%

IFP Advisors, Inc

56.09K

Mar 31, 26

+14.20K

0.20%

COMMERCE BANK

55.82K

Mar 31, 26

-4.18K

0.20%

Beacon Pointe Advisors, LLC

52.00K

Mar 31, 26

+12.91K

0.18%

HighTower Advisors, LLC

51.40K

Mar 31, 26

+2.22K

0.18%

TOCQUEVILLE ASSET MANAGEMENT L.P.

50.55K

Mar 31, 26

-718

0.18%

MERCER GLOBAL ADVISORS INC /ADV

49.50K

Mar 31, 26

-1.54K

0.17%

SCOTIA CAPITAL INC.

49.40K

Mar 31, 26

+706

0.17%

Colony Group, LLC

48.63K

Mar 31, 26

-606

0.17%

BNP PARIBAS ARBITRAGE, SNC

40.79K

Mar 31, 26

+40.79K

0.14%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

39.70K

Mar 31, 26

-16.36K

0.14%

ENVESTNET ASSET MANAGEMENT INC

36.31K

Mar 31, 26

+5.26K

0.13%

JPMORGAN CHASE & CO

35.36K

Mar 31, 26

-1.92K

0.12%

DUDLEY & SHANLEY, INC.

32.78K

Mar 31, 26

0.12%

Verity Asset Management, Inc.

32.73K

Mar 31, 26

+3.16K

0.11%

FMR LLC

32.67K

Mar 31, 26

+27

0.11%

Chicago Partners Investment Group LLC

31.98K

Mar 31, 26

-64

0.11%

Rockingstone Advisors LLC

31.08K

Mar 31, 26

-1.18K

0.11%

O'ROURKE & COMPANY, Inc

29.66K

Mar 31, 26

-538

0.10%

Rockefeller Capital Management L.P.

29.65K

Mar 31, 26

+1.43K

0.10%

Private Advisor Group, LLC

28.27K

Mar 31, 26

+285

0.10%

PARSONS CAPITAL MANAGEMENT INC/RI

27.26K

Mar 31, 26

0.10%

Curbstone Financial Management Corp

26.70K

Mar 31, 26

0.09%

Hilltop Holdings Inc.

26.15K

Mar 31, 26

0.09%

J.W. COLE ADVISORS, INC.

25.90K

Mar 31, 26

-496

0.09%

SILVERLAKE WEALTH MANAGEMENT LLC

25.46K

Mar 31, 26

-2.12K

0.09%

Bravias Capital Group, LLC

25.24K

Mar 31, 26

+2.22K

0.09%

Trust Co

25.07K

Mar 31, 26

0.09%

Janney Montgomery Scott LLC

24.75K

Mar 31, 26

-1.77K

0.09%

Steward Partners Investment Advisory, LLC

23.86K

Mar 31, 26

-1.02K

0.08%

CAPTRUST FINANCIAL ADVISORS

23.69K

Mar 31, 26

+477

0.08%

GUARDIAN CAPITAL LP

23.30K

Mar 31, 26

+400

0.08%

PFG Investments, LLC

20.38K

Mar 31, 26

+374

0.07%

Bond & Devick Financial Network, Inc.

20.21K

Mar 31, 26

+16

0.07%

EDMOND DE ROTHSCHILD HOLDING S.A.

20.19K

Mar 31, 26

0.07%

Capital Analysts, LLC

19.36K

Mar 31, 26

+173

0.07%

Prime Capital Investment Advisors, LLC

19.35K

Mar 31, 26

-7.59K

0.07%

CI Private Wealth, LLC

19.25K

Mar 31, 26

-2.63K

0.07%

WEATHERLY ASSET MANAGEMENT L. P.

18.97K

Mar 31, 26

0.07%

BlackRock, Inc.

18.73K

Mar 31, 26

+17.66K

0.07%

MML INVESTORS SERVICES, LLC

18.60K

Mar 31, 26

-5.86K

0.07%

OPPENHEIMER & CO INC

18.53K

Mar 31, 26

+191

0.07%

Summit Financial, LLC

18.35K

Mar 31, 26

-171

0.06%

Miracle Mile Advisors, LLC

18.00K

Mar 31, 26

0.06%

MUSTICO FINANCIAL GROUP, INC.

17.42K

Mar 31, 26

+2.32K

0.06%

NewEdge Advisors, LLC

17.03K

Mar 31, 26

-3.80K

0.06%

Cambridge Investment Research Advisors, Inc.

16.97K

Mar 31, 26

-907

0.06%

Secure Asset Management, LLC

16.59K

Mar 31, 26

+2.95K

0.06%

SeaCrest Wealth Management, LLC

16.50K

Mar 31, 26

-3.94K

0.06%

American Institute for Advanced Investment Management, LLP

16.44K

Mar 31, 26

-450

0.06%

GLENMEDE TRUST CO NA

16.25K

Mar 31, 26

-1.02K

0.06%

Fox Hill Wealth Management

16.23K

Mar 31, 26

-130

0.06%

RETIREMENT INCOME SOLUTIONS, INC

16.19K

Mar 31, 26

0.06%

ROBERTS GLORE & CO INC /IL/

16.16K

Mar 31, 26

-332

0.06%

Dynamic Advisor Solutions LLC

16.10K

Mar 31, 26

+712

0.06%

Gouws Capital LLC

16.00K

Mar 31, 26

0.06%

Spire Wealth Management

15.43K

Mar 31, 26

0.05%

Glen Eagle Advisors, LLC

15.30K

Mar 31, 26

-811

0.05%

Mesirow Financial Investment Management, Inc.

15.08K

Mar 31, 26

+8.19K

0.05%

Mariner, LLC

14.59K

Mar 31, 26

-731

0.05%

Wealthcare Advisory Partners LLC

14.13K

Mar 31, 26

+3.69K

0.05%

FSM Wealth Advisors, LLC

14.03K

Mar 31, 26

+2.10K

0.05%

EQUITABLE TRUST CO

13.94K

Mar 31, 26

0.05%

Arkadios Wealth Advisors

13.90K

Mar 31, 26

+417

0.05%

FIFTH THIRD BANCORP

13.77K

Mar 31, 26

+10.88K

0.05%

Resources Investment Advisors, LLC.

13.57K

Mar 31, 26

-1.76K

0.05%

Cresset Asset Management, LLC

13.56K

Mar 31, 26

-1.27K

0.05%

Equitable Holdings, Inc.

13.54K

Mar 31, 26

+10.24K

0.05%

Integrated Wealth Concepts LLC

13.54K

Mar 31, 26

+1.43K

0.05%

TRUIST FINANCIAL CORP

13.30K

Mar 31, 26

-760

0.05%

WHITTIER TRUST CO OF NEVADA INC

13.25K

Mar 31, 26

+7.40K

0.05%

MAI Capital Management

13.04K

Mar 31, 26

-151

0.05%

Elk River Wealth Management, LLC

12.63K

Mar 31, 26

0.04%

Snowden Capital Advisors LLC

12.40K

Mar 31, 26

+158

0.04%

LexAurum Advisors, LLC

12.40K

Mar 31, 26

+12.40K

0.04%

ALTFEST L J & CO INC

11.98K

Mar 31, 26

-647

0.04%

Apollon Wealth Management, LLC

11.91K

Mar 31, 26

-2.17K

0.04%

Baird Financial Group, Inc.

11.74K

Mar 31, 26

-954

0.04%

OVERSEA-CHINESE BANKING Corp Ltd

11.60K

Mar 31, 26

+137

0.04%

NTV ASSET MANAGEMENT LLC

11.41K

Mar 31, 26

+150

0.04%

First City Capital Management, Inc.

11.34K

Mar 31, 26

0.04%

NewEdge Wealth, LLC

11.15K

Mar 31, 26

0.04%

HM PAYSON & CO

10.90K

Mar 31, 26

-666

0.04%

Ausdal Financial Partners, Inc.

10.85K

Mar 31, 26

+3.78K

0.04%

US BANCORP \DE\

10.44K

Mar 31, 26

-1.04K

0.04%

Golden State Equity Partners

10.38K

Mar 31, 26

+1.73K

0.04%

Neuberger Berman Group LLC

10.35K

Mar 31, 26

0.04%

Stamos Capital Partners, L.P.

9.85K

Mar 31, 26

+760

0.03%

Crestwood Advisors Group LLC

9.74K

Mar 31, 26

+42

0.03%

Retirement Planning Co of New England, Inc.

9.41K

Mar 31, 26

0.03%

CHOREO, LLC

9.33K

Mar 31, 26

-695

0.03%

WELCH & FORBES LLC

9.10K

Mar 31, 26

-1.30K

0.03%

Lynx Investment Advisory

9.09K

Mar 31, 26

0.03%

NATIONAL BANK OF CANADA /FI/

8.99K

Mar 31, 26

-3.10K

0.03%

NORTH STAR ASSET MANAGEMENT INC

8.95K

Mar 31, 26

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

8.95K

Mar 31, 26

-103

0.03%

IHT Wealth Management, LLC

8.72K

Mar 31, 26

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

8.53K

Mar 31, 26

0.03%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

8.30K

Mar 31, 26

-127

0.03%

Advisory Services Network, LLC

8.11K

Mar 31, 26

-4.99K

0.03%

PACIFIC SUN FINANCIAL CORP

7.97K

Mar 31, 26

+195

0.03%

MOSAIC FINANCIAL GROUP, LLC

7.96K

Mar 31, 26

0.03%

GERBER, LLC

7.83K

Mar 31, 26

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

7.75K

Mar 31, 26

-18.99K

0.03%

WEALTHSPAN PARTNERS, LLC

7.67K

Mar 31, 26

0.03%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

7.65K

Mar 31, 26

+7.65K

0.03%

BROWN ADVISORY INC

7.59K

Mar 31, 26

-2.85K

0.03%

McGinn Penninger Investment Management, Inc.

7.41K

Mar 31, 26

-240

0.03%

Stenahm Asset Managment Ltd

7.40K

Mar 31, 26

0.03%

LPWM LLC

7.39K

Mar 31, 26

+1.49K

0.03%

Independent Advisor Alliance

7.33K

Mar 31, 26

+7.33K

0.03%

Howard Capital Management Group, LLC

7.20K

Mar 31, 26

-585

0.03%

MCIA Inc

7.14K

Mar 31, 26

+140

0.03%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

7.10K

Mar 31, 26

0.02%

BESSEMER GROUP INC

6.88K

Mar 31, 26

0.02%

Columbus Macro, LLC

6.71K

Mar 31, 26

+10

0.02%

BANK OF MONTREAL /CAN/

6.67K

Mar 31, 26

-966

0.02%

HOWE & RUSLING INC

6.60K

Mar 31, 26

+100

0.02%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

6.58K

Mar 31, 26

0.02%

HRT FINANCIAL LP

6.32K

Mar 31, 26

+6.32K

0.02%

Pathstone Holdings, LLC

6.14K

Mar 31, 26

0.02%

CENTRAL TRUST Co

6.08K

Mar 31, 26

0.02%

Mechanics Bank Trust Department

6.08K

Mar 31, 26

-570

0.02%

Atlantic Union Bankshares Corp

6.02K

Mar 31, 26

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

6.02K

Mar 31, 26

+870

0.02%

Moors & Cabot, Inc.

5.99K

Mar 31, 26

+550

0.02%

Sequoia Financial Advisors, LLC

5.98K

Mar 31, 26

0.02%

Waverly Advisors, LLC

5.90K

Mar 31, 26

+50

0.02%

NorthRock Partners, LLC

5.85K

Mar 31, 26

0.02%

Wealthfront Advisers LLC

5.83K

Mar 31, 26

-493

0.02%

Stratos Wealth Partners, LTD.

5.79K

Mar 31, 26

-5

0.02%

FRANKLIN RESOURCES INC

5.72K

Mar 31, 26

+1.36K

0.02%

North Star Investment Management Corp.

5.72K

Mar 31, 26

0.02%

Graves Light Lenhart Wealth, Inc.

5.70K

Mar 31, 26

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

5.65K

Mar 31, 26

-5.32K

0.02%

FLPUTNAM INVESTMENT MANAGEMENT CO

5.58K

Mar 31, 26

0.02%

Venture Visionary Partners LLC

5.53K

Mar 31, 26

-300

0.02%

Quantinno Capital Management LP

5.51K

Mar 31, 26

+96

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

5.40K

Mar 31, 26

+169

0.02%

Clearwater Capital Advisors, LLC

5.19K

Mar 31, 26

-21

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.14K

Mar 31, 26

+346

0.02%

First Western Trust Bank

5.04K

Mar 31, 26

-2.19K

0.02%

RFG - Bristol Wealth Advisors, LLC

5.03K

Mar 31, 26

-592

0.02%

Paragon Capital Management Ltd

4.97K

Mar 31, 26

0.02%

PEAPACK GLADSTONE FINANCIAL CORP

4.92K

Mar 31, 26

-1.35K

0.02%

Parkside Financial Bank & Trust

4.75K

Mar 31, 26

0.02%

TRITONPOINT WEALTH, LLC

4.71K

Mar 31, 26

0.02%

Blue Rock Wealth Management LLC

4.70K

Mar 31, 26

0.02%

LJI Wealth Management, LLC

4.65K

Mar 31, 26

+4.65K

0.02%

Walkner Condon Financial Advisors LLC

4.64K

Mar 31, 26

+312

0.02%

Ledyard National Bank

4.54K

Mar 31, 26

-289

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

4.51K

Mar 31, 26

-3.33K

0.02%

WEDBUSH SECURITIES INC

4.50K

Mar 31, 26

-8

0.02%

FLOW TRADERS U.S. LLC

4.49K

Mar 31, 26

+4.49K

0.02%

TD Waterhouse Canada Inc.

4.43K

Mar 31, 26

-124

0.02%

Ritter Daniher Financial Advisory LLC / DE

4.41K

Mar 31, 26

0.02%

WealthBridge Capital Management, LLC

4.39K

Mar 31, 26

0.02%

LYELL WEALTH MANAGEMENT, LP

4.32K

Mar 31, 26

0.02%

Point72 Asset Management, L.P.

4.30K

Mar 31, 26

+580

0.02%

Aspire Capital Advisors LLC

4.18K

Mar 31, 26

0.01%

LRI Investments, LLC

4.17K

Mar 31, 26

0.01%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

4.08K

Mar 31, 26

+500

0.01%

Wellington Shields & Co., LLC

4.07K

Mar 31, 26

0.01%

Marble Harbor Investment Counsel, LLC

4.03K

Mar 31, 26

0.01%

TruWealth Advisors, LLC

4.01K

Mar 31, 26

-529

0.01%

BUCKHEAD CAPITAL MANAGEMENT LLC

4.00K

Mar 31, 26

0.01%

JOHNSON INVESTMENT COUNSEL INC

3.99K

Mar 31, 26

0.01%

Relyea Zuckerberg Hanson LLC

3.98K

Mar 31, 26

0.01%

Vise Technologies, Inc.

3.98K

Mar 31, 26

0.01%

McElhenny Sheffield Capital Management, LLC

3.96K

Mar 31, 26

0.01%

NWAM LLC

3.93K

Mar 31, 26

-53

0.01%

JOHN G ULLMAN & ASSOCIATES INC

3.92K

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

3.89K

Mar 31, 26

-157

0.01%

Sanctuary Advisors, LLC

3.88K

Mar 31, 26

-708

0.01%

Freestone Capital Holdings, LLC

3.87K

Mar 31, 26

0.01%

Adviser Investments LLC

3.85K

Mar 31, 26

0.01%

Modera Wealth Management, LLC

3.70K

Mar 31, 26

0.01%

CIBC WORLD MARKET INC.

3.69K

Mar 31, 26

-30.71K

0.01%

Sanibel Captiva Trust Company, Inc.

3.60K

Mar 31, 26

0.01%

Merit Financial Group, LLC

3.56K

Mar 31, 26

-461

0.01%

Beaton Management Co. Inc.

3.53K

Mar 31, 26

0.01%

Jacobi Capital Management LLC

3.52K

Mar 31, 26

+253

0.01%

KCM INVESTMENT ADVISORS LLC

3.52K

Mar 31, 26

0.01%

Lido Advisors, LLC

3.50K

Mar 31, 26

+3.50K

0.01%

Pinnacle Wealth Management Group, Inc.

3.50K

Mar 31, 26

0.01%

DAYMARK WEALTH PARTNERS, LLC

3.50K

Mar 31, 26

0.01%

KLINGENSTEIN FIELDS & CO LP

3.50K

Mar 31, 26

0.01%

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC

3.48K

Mar 31, 26

0.01%

NORTHERN TRUST CORP

3.45K

Mar 31, 26

-287

0.01%

Sound Income Strategies, LLC

3.43K

Mar 31, 26

0.01%

KKM Financial LLC

3.41K

Mar 31, 26

0.01%

Banco Santander, S.A.

3.39K

Mar 31, 26

-550

0.01%

ALTERNA WEALTH MANAGEMENT, INC

3.39K

Mar 31, 26

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

3.37K

Mar 31, 26

-56

0.01%

Sovran Advisors, LLC

3.36K

Mar 31, 26

-23.51K

0.01%

Astoria Portfolio Advisors LLC.

3.33K

Mar 31, 26

0.01%

Millstone Evans Group, LLC

3.30K

Mar 31, 26

0.01%

Chemistry Wealth Management LLC

3.26K

Mar 31, 26

0.01%

Kovack Advisors, Inc.

3.16K

Mar 31, 26

-292

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

3.10K

Mar 31, 26

0.01%

BENJAMIN EDWARDS INC

3.09K

Mar 31, 26

0.01%

Brookwood Investment Group LLC

3.06K

Mar 31, 26

0.01%

Autumn Glory Partners, LLC

3.05K

Mar 31, 26

0.01%

JFS WEALTH ADVISORS, LLC

3.04K

Mar 31, 26

0.01%

Allworth Financial LP

3.02K

Mar 31, 26

+314

0.01%

Farther Finance Advisors, LLC

3.02K

Mar 31, 26

+489

0.01%

Per Stirling Capital Management, LLC.

3.00K

Mar 31, 26

0.01%

Essex Financial Services, Inc.

3.00K

Mar 31, 26

0.01%

BROWN BROTHERS HARRIMAN & CO

3.00K

Mar 31, 26

+3.00K

0.01%

Tower Research Capital LLC (TRC)

2.98K

Mar 31, 26

+2.98K

0.01%

WealthShield Partners, LLC

2.96K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

2.72K

Mar 31, 26

+1.18K

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.70K

Mar 31, 26

0.01%

Western Wealth Management, LLC

2.67K

Mar 31, 26

+2.67K

0.01%

Ancora Advisors, LLC

2.57K

Mar 31, 26

-150

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.46K

Mar 31, 26

+594

0.01%

NBC SECURITIES, INC.

2.32K

Mar 31, 26

-48

0.01%

FIRST UNITED BANK & TRUST

2.26K

Mar 31, 26

-290

0.01%

Aptus Capital Advisors, LLC

2.25K

Mar 31, 26

+150

0.01%

Larson Financial Group LLC

2.22K

Mar 31, 26

-1.02K

0.01%

Westside Investment Management, Inc.

2.22K

Mar 31, 26

+701

0.01%

ST GERMAIN D J CO INC

2.19K

Mar 31, 26

0.01%

Bangor Savings Bank

2.13K

Mar 31, 26

0.01%

Federation des caisses Desjardins du Quebec

1.96K

Mar 31, 26

-12.25K

0.01%

Johnson Financial Group, Inc.

1.96K

Mar 31, 26

+178

0.01%

SRS Capital Advisors, Inc.

1.89K

Mar 31, 26

+143

0.01%

TFC Financial Management, Inc.

1.77K

Mar 31, 26

0.01%

Parallel Advisors, LLC

1.75K

Mar 31, 26

+293

0.01%

Capital Investment Advisory Services, LLC

1.75K

Mar 31, 26

0.01%

WHITTIER TRUST CO

1.74K

Mar 31, 26

0.01%

AdvisorNet Financial, Inc

1.70K

Mar 31, 26

0.01%

BALLAST ADVISORS LLC

1.59K

Mar 31, 26

+1.59K

0.01%

CENTAURUS FINANCIAL, INC.

1.53K

Mar 31, 26

0.01%

AlphaCore Capital LLC

1.52K

Mar 31, 26

-308

0.01%

BOKF, NA

1.41K

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

1.35K

Mar 31, 26

0.00%

Pacific Center for Financial Services

1.34K

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

1.17K

Mar 31, 26

0.00%

Rossby Financial, LCC

1.05K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

1.00K

Mar 31, 26

0.00%

Axiom Investment Management LLC

1.00K

Mar 31, 26

+1.00K

0.00%

Washington Trust Advisors, Inc.

980

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

980

Mar 31, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

949

Mar 31, 26

-84

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

946

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

890

Mar 31, 26

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

850

Mar 31, 26

0.00%

SOA Wealth Advisors, LLC.

821

Mar 31, 26

0.00%

FIRST HORIZON CORP

820

Mar 31, 26

-250

0.00%

Westfuller Advisors, LLC

813

Mar 31, 26

0.00%

AE Wealth Management LLC

811

Mar 31, 26

0.00%

MOTCO

800

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

800

Mar 31, 26

0.00%

JNBA Financial Advisors

786

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

779

Mar 31, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

756

Mar 31, 26

+756

0.00%

Kennebec Savings Bank

720

Mar 31, 26

-161

0.00%

Legacy Bridge, LLC

710

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

680

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

650

Mar 31, 26

+650

0.00%

Manchester Capital Management LLC

631

Mar 31, 26

0.00%

ASSETMARK, INC

608

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

590

Mar 31, 26

0.00%

Financial Connections Group, Inc.

558

Mar 31, 26

0.00%

Biltmore Family Office, LLC

550

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

550

Mar 31, 26

+550

0.00%

Sunbelt Securities, Inc.

507

Mar 31, 26

0.00%

Horizon Investments, LLC

504

Mar 31, 26

+251

0.00%

BRYN MAWR TRUST Co

500

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

480

Mar 31, 26

+92

0.00%

NBT BANK N A /NY

443

Mar 31, 26

-500

0.00%

IAG Wealth Partners, LLC

425

Mar 31, 26

0.00%

Breakwater Investment Management

424

Mar 31, 26

0.00%

Costello Asset Management, INC

412

Mar 31, 26

0.00%

GAMMA Investing LLC

407

Mar 31, 26

0.00%

EASTERN BANK

400

Mar 31, 26

0.00%

CITY HOLDING CO

400

Mar 31, 26

0.00%

Strengthening Families & Communities, LLC

395

Mar 31, 26

-34

0.00%

Redwood Park Advisors LLC

387

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

354

Mar 31, 26

0.00%

Piscataqua Savings Bank

350

Mar 31, 26

0.00%

Boreal Capital Management LLC

349

Mar 31, 26

+349

0.00%

IMA Wealth, Inc.

325

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

317

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

276

Mar 31, 26

0.00%

New England Capital Financial Advisors LLC

274

Mar 31, 26

0.00%

Abound Wealth Management

264

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

260

Mar 31, 26

+260

0.00%

Clearstead Advisors, LLC

257

Mar 31, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

254

Mar 31, 26

-1

0.00%

Caitlin John, LLC

234

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

221

Mar 31, 26

0.00%

Bogart Wealth, LLC

221

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

215

Mar 31, 26

0.00%

UMB Bank, n.a.

215

Mar 31, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

206

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

200

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

200

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

145

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

137

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

137

Mar 31, 26

+137

0.00%

Transamerica Financial Advisors, Inc.

135

Mar 31, 26

+135

0.00%

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

132

Mar 31, 26

+132

0.00%

Scarborough Advisors, LLC

132

Mar 31, 26

0.00%

Colonial Trust Advisors

115

Mar 31, 26

0.00%

BELLEVUE ASSET MANAGEMENT, LLC

111

Mar 31, 26

0.00%

Western Pacific Wealth Management, LP

101

Mar 31, 26

0.00%

Clayton Financial Group LLC

100

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

100

Mar 31, 26

0.00%

Graney & King, LLC

100

Mar 31, 26

0.00%

Horizons Wealth Management

100

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

WFA of San Diego, LLC

Mar 31, 26

-20

0.00%

Kilter Group LLC

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

-25

0.00%

Tradewinds Capital Management, LLC

Mar 31, 26

+46

0.00%

ALBION FINANCIAL GROUP /UT

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Mar 31, 26

0.00%

SouthState Corp

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+12

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

0.00%

CITIZENS FINANCIAL GROUP INC/RI

Mar 31, 26

-2.89K

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Mar 31, 26

-198.31K

LEAVELL INVESTMENT MANAGEMENT, INC.

Mar 31, 26

-2.93K

SAGESPRING WEALTH PARTNERS, LLC

Mar 31, 26

-2.98K

HB Wealth Management, LLC

Mar 31, 26

-2.90K

VAN ECK ASSOCIATES CORP

Mar 31, 26

-13.48K

Turning Point Benefit Group, Inc.

Mar 31, 26

-824

Winthrop Advisory Group LLC

Mar 31, 26

-2.97K

VERUS CAPITAL PARTNERS, LLC

Mar 31, 26

-2.92K

CITADEL ADVISORS LLC

Mar 31, 26

-6.57K

Apella Capital, LLC

Mar 31, 26

-3.26K

REAP Financial Group, LLC

Mar 31, 26

-1

Murphy, Middleton, Hinkle & Parker, Inc.

Mar 31, 26

-9.48K

OXFORD FINANCIAL GROUP LTD

Mar 31, 26

-4.44K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-4.35K

Root Financial Partners, LLC

Mar 31, 26

-261

Ameritas Advisory Services, LLC

Mar 31, 26

-3.04K

VALLEY NATIONAL ADVISERS INC

Mar 31, 26

-40

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-25.62K

Belpointe Asset Management LLC

Mar 31, 26

-3.82K

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

Mar 31, 26

-3.00K

David R. Rahn & Associates Inc.

Mar 31, 26

-57.29K

INVESTMENT COUNSEL CO OF NEVADA

Mar 31, 26

-419

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

-9.45K

Fortis Capital Advisors, LLC

Mar 31, 26

-3.82K

Midwest Trust Co

Mar 31, 26

-2.93K

CIBC Private Wealth Group, LLC

24.01K

Dec 31, 25

-936

0.08%

COMERICA BANK

12.31K

Dec 31, 25

-4.29K

0.04%

SS&H Financial Advisors, Inc.

7.20K

Dec 31, 25

0.03%

MGB Wealth Management, LLC

2.70K

Dec 31, 25

0.01%

TRUST CO OF VERMONT

1.00K

Dec 31, 25

0.00%

Ransom Advisory, Ltd

908

Dec 31, 25

+908

0.00%

Motiv8 Investments LLC

775

Dec 31, 25

+775

0.00%

Global Retirement Partners, LLC

462

Dec 31, 25

+101

0.00%

SageView Advisory Group, LLC

104

Dec 31, 25

+104

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+95

0.00%

ORG Partners LLC

Dec 31, 25

-544

0.00%

Gitterman Wealth Management, LLC

368.92K

Sep 30, 25

-1.05K

1.29%

Strive Asset Management, LLC

91.86K

Sep 30, 25

+17.78K

0.32%

Glenmede Investment Management, LP

17.61K

Sep 30, 25

-6.10K

0.06%

AllSquare Wealth Management LLC

3.90K

Sep 30, 25

0.01%

FSA Wealth Management LLC

1.77K

Sep 30, 25

0.01%

CROWLEY WEALTH MANAGEMENT, INC.

1.55K

Sep 30, 25

+100

0.01%

Lowe Wealth Advisors, LLC

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-1.03K

Money Design Co.,Ltd.

55.95K

Jun 30, 25

-6.14K

0.20%

Atria Wealth Solutions, Inc.

30.13K

Jun 30, 25

-11.01K

0.11%

Congress Wealth Management LLC / DE /

15.07K

Jun 30, 25

-14.93K

0.05%

AVANTAX ADVISORY SERVICES, INC.

4.47K

Jun 30, 25

+100

0.02%

First Horizon Advisors, Inc.

2.07K

Jun 30, 25

0.01%

Centricity Wealth Management, LLC

1.60K

Jun 30, 25

0.01%

Sandy Spring Bank

6.32K

Mar 31, 25

-50

0.02%

Transform Wealth, LLC

4.91K

Mar 31, 25

0.02%

US FINANCIAL ADVISORS, LLC

4.47K

Mar 31, 25

+365

0.02%

Cassady Schiller Wealth Management, LLC

377

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

229

Dec 31, 24

+229

0.00%

Kades & Cheifetz LLC

Dec 31, 24

-2.97K

RAYMOND JAMES & ASSOCIATES

302.28K

Sep 30, 24

+185.77K

1.06%

Raymond James Financial Services Advisors, Inc.

190.49K

Sep 30, 24

+29.66K

0.67%

CONCENTRIC WEALTH MANAGEMENT, LLC

11.25K

Sep 30, 24

-22

0.04%

RAYMOND JAMES TRUST N.A.

4.56K

Sep 30, 24

0.02%

All Season Financial Advisors, Inc.

3.31K

Sep 30, 24

+3.31K

0.01%

ETFIDEA, LLC

3.30K

Sep 30, 24

0.01%

Syntrinsic LLC

325

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

300

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

240

Sep 30, 24

0.00%

HoyleCohen, LLC

31.86K

Jun 30, 24

0.11%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.54K

Jun 30, 24

0.01%

Private Ocean, LLC

765

Jun 30, 24

0.00%

EMFO, LLC

242

Jun 30, 24

+11

0.00%

ICA Group Wealth Management, LLC

150

Jun 30, 24

-101

0.00%

Cetera Advisor Networks LLC

209.43K

Mar 31, 24

+2.67K

0.73%

Cetera Advisors LLC

17.97K

Mar 31, 24

+13.17K

0.06%

StrategIQ Financial Group, LLC

7.13K

Dec 31, 23

-482

0.03%

WEALTHSOURCE PARTNERS, LLC

4.16K

Dec 31, 23

-228

0.01%

WADE G W & INC

3.43K

Dec 31, 23

+3.43K

0.01%

Bartlett & Co. LLC

2.70K

Dec 31, 23

0.01%

DB Wealth Management Group, LLC

164

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

37.60K

Sep 30, 23

-33.25K

0.13%

3D/L Capital Management, LLC

Sep 30, 23

-3.68K

Icon Wealth Partners, LLC

Sep 30, 23

-1.80K

APPLETON GROUP, LLC

Sep 30, 23

-3.72K

TIAA, FSB

5.36K

Jun 30, 23

-204

0.02%

Vigilant Capital Management, LLC

2.82K

Jun 30, 23

0.01%

PIERSHALE FINANCIAL GROUP, INC.

385

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

226

Jun 30, 23

0.00%

TimeScale Financial, Inc.

203

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

0.00%

Parsec Financial Management, Inc.

5.04K

Mar 31, 23

-2.53K

0.02%

Baldrige Asset Management LLC

915

Mar 31, 23

0.00%

Ahrens Investment Partners LLC

175

Mar 31, 23

+175

0.00%

Sargent Bickham Lagudis LLC

248

Dec 31, 22

0.00%

Cribstone Capital Management, LLC

228

Dec 31, 22

0.00%

Covington Capital Management

38.80K

Sep 30, 22

0.14%

BTR CAPITAL MANAGEMENT INC

20.86K

Sep 30, 22

-350

0.07%

EATON VANCE MANAGEMENT

8.64K

Sep 30, 22

+812

0.03%

American Portfolios Advisors

3.62K

Sep 30, 22

-1.14K

0.01%

MUFG Americas Holdings Corp

644

Sep 30, 22

0.00%

FourThought Financial, LLC

107

Sep 30, 22

0.00%

American Research & Management Co.

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-5

BIVIN & ASSOCIATES, INC.

300

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

150

Jun 30, 22

+150

0.00%

Corbenic Partners LLC

137

Jun 30, 22

0.00%

B. Riley Wealth Management, Inc.

Jun 30, 22

-3.82K

PALLADIUM PARTNERS LLC

5.87K

Mar 31, 22

-299

0.02%

RITTER DANIHER FINANCIAL ADVISORY LLC

1.75K

Mar 31, 22

0.01%

KINGS POINT CAPITAL MANAGEMENT

1.63K

Mar 31, 22

+302

0.01%

Freedman Financial Associates, Inc.

1.00K

Mar 31, 22

0.00%

MD Financial Management Inc.

631.30K

Dec 31, 21

-14.26K

2.21%

QUEST CAPITAL MANAGEMENT INC /ADV

45.38K

Dec 31, 21

0.16%

FundX Investment Group, LLC

6.58K

Dec 31, 21

-50.94K

0.02%

REILLY FINANCIAL ADVISORS, LLC

530

Dec 31, 21

0.00%

NEXT Financial Group, Inc

130

Dec 31, 21

+130

0.00%

Brouwer & Janachowski, LLC

11.94K

Sep 30, 21

0.04%

Ameritas Investment Company, LLC

4.71K

Sep 30, 21

+2.28K

0.02%

Filbrandt Wealth Management, LLC

1.42K

Sep 30, 21

-1.40K

0.00%

USCA RIA LLC

3.94K

Jun 30, 21

+3.94K

0.01%

HOWARD CAPITAL MANAGEMENT

66.65K

Dec 31, 20

-1.55K

0.23%

BAINCO INTERNATIONAL INVESTORS

350

Dec 31, 20

+350

0.00%

Winslow, Evans & Crocker, Inc.

200

Dec 31, 20

+200

0.00%

TRUEWEALTH LLC

5.40K

Jun 30, 20

0.02%

Fiduciary Trust Co International of Pennsylvania

7.04K

Mar 31, 20

+7.04K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

102.38K

Dec 31, 19

+292

0.36%

Advisor Group, Inc.

21.60K

Dec 31, 19

+1.69K

0.08%

Whitnell & Co.

200

Dec 31, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

345

Sep 30, 19

0.00%

WealthTrust Fairport, LLC

900

Mar 31, 19

+900

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

748

Mar 31, 19

-185

0.00%

NORTHERN CAPITAL MANAGEMENT LLC

27.85K

Dec 31, 18

-481

0.10%