Sprott Physical Gold Trust(PHYS)

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Sprott Physical Gold Trust(PHYS)

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PHYS(PHYS)

PHYS

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Institutional Ownership

Top 841 Institutional Holders

Holder	Shares	Date	Change	% Held
TCP Asset Management, LLC	751.46K	Jun 30, 26	+93.55K	0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	662.67K	Jun 30, 26	-449.33K	0.14%
Wealthcare Advisory Partners LLC	545.63K	Jun 30, 26	+6.59K	0.11%
Prospera Financial Services Inc	472.54K	Jun 30, 26	-17.23K	0.10%
WEALTHCARE CAPITAL MANAGEMENT LLC	455.67K	Jun 30, 26	-13.89K	0.10%
JP Wealth Management, Inc.	298.83K	Jun 30, 26	-133.78K	0.06%
Brookstone Capital Management	233.94K	Jun 30, 26	+6.77K	0.05%
CAMELOT TECHNOLOGY ADVISORS, INC.	233.65K	Jun 30, 26	+42	0.05%
LexAurum Advisors, LLC	170.12K	Jun 30, 26	-175.17K	0.04%
Red Door Wealth Management, LLC	130.32K	Jun 30, 26	+15.46K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	120.95K	Jun 30, 26	-7.09K	0.03%
Apella Capital, LLC	99.67K	Jun 30, 26	+2.90K	0.02%
A. D. Beadell Investment Counsel, Inc.	85.58K	Jun 30, 26	-1.70K	0.02%
Connective Portfolio Management, LLC	85.00K	Jun 30, 26	--	0.02%
DAVENPORT & Co LLC	79.26K	Jun 30, 26	-44.59K	0.02%
CITY NATIONAL BANK OF FLORIDA /MSD	79.02K	Jun 30, 26	+6.51K	0.02%
Beaird Harris Wealth Management, LLC	73.03K	Jun 30, 26	-20.00K	0.02%
PRIVATE CLIENT SERVICES, LLC	72.25K	Jun 30, 26	+50.78K	0.02%
SMI Advisory Services, LLC	71.92K	Jun 30, 26	-240.82K	0.02%
G&S Capital LLC	63.19K	Jun 30, 26	+2.27K	0.01%
Holos Integrated Wealth LLC	57.54K	Jun 30, 26	-767	0.01%
Security National Bank	52.04K	Jun 30, 26	+1.09K	0.01%
WADDELL & ASSOCIATES, LLC	50.33K	Jun 30, 26	-116	0.01%
SeaCrest Wealth Management, LLC	49.69K	Jun 30, 26	+9.90K	0.01%
Cypress Wealth Services, LLC	44.93K	Jun 30, 26	--	0.01%
LVM CAPITAL MANAGEMENT LTD/MI	43.33K	Jun 30, 26	--	0.01%
Sandy Cove Advisors, LLC	41.80K	Jun 30, 26	-400	0.01%
180 WEALTH ADVISORS, LLC	40.40K	Jun 30, 26	+12.04K	0.01%
Wedmont Private Capital	37.85K	Jun 30, 26	--	0.01%
Magnus Financial Group LLC	30.26K	Jun 30, 26	--	0.01%
Pettinga Financial Advisors, LLC	30.01K	Jun 30, 26	-2.27K	0.01%
BSW Wealth Partners	23.33K	Jun 30, 26	--	0.00%
Orgel Wealth Management, LLC	20.00K	Jun 30, 26	--	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	19.27K	Jun 30, 26	+500	0.00%
TECTONIC ADVISORS LLC	18.63K	Jun 30, 26	--	0.00%
Lineweaver Wealth Advisors, LLC	18.61K	Jun 30, 26	--	0.00%
MKT Advisors LLC	18.35K	Jun 30, 26	-12.36K	0.00%
ARMSTRONG ADVISORY GROUP, INC	17.59K	Jun 30, 26	--	0.00%
Veracity Capital LLC	16.09K	Jun 30, 26	-797	0.00%
Financial Enhancement Group LLC	15.19K	Jun 30, 26	--	0.00%
Focus Financial Network, Inc.	14.89K	Jun 30, 26	-5.70K	0.00%
SAPIENT CAPITAL LLC	13.89K	Jun 30, 26	--	0.00%
Oliver Luxxe Assets LLC	12.49K	Jun 30, 26	--	0.00%
CWA Asset Management Group, LLC	12.09K	Jun 30, 26	--	0.00%
B. Riley Wealth Advisors, Inc.	10.46K	Jun 30, 26	-500	0.00%
Secure Asset Management, LLC	10.17K	Jun 30, 26	--	0.00%
Mendota Financial Group, LLC	10.00K	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	8.94K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	8.74K	Jun 30, 26	-237	0.00%
Spectrum Planning & Advisory Services Inc.	8.65K	Jun 30, 26	--	0.00%
Accurate Wealth Management, LLC	8.60K	Jun 30, 26	--	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	8.23K	Jun 30, 26	-134	0.00%
Summit Financial Wealth Advisors, LLC	8.00K	Jun 30, 26	--	0.00%
Cannon Advisors, Inc.	7.82K	Jun 30, 26	--	0.00%
PROFESSIONAL ADVISORY SERVICES INC	7.70K	Jun 30, 26	+700	0.00%
Redhawk Wealth Advisors, Inc.	7.02K	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	5.42K	Jun 30, 26	+400	0.00%
Arlington Trust Co LLC	5.21K	Jun 30, 26	--	0.00%
Bulwark Capital Corp	4.78K	Jun 30, 26	+3.34K	0.00%
Dogwood Wealth Management LLC	3.60K	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	3.20K	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	2.62K	Jun 30, 26	-275	0.00%
DiNuzzo Private Wealth, Inc.	2.13K	Jun 30, 26	--	0.00%
Main Street Group, LTD	1.53K	Jun 30, 26	--	0.00%
EASTERN BANK	1.43K	Jun 30, 26	--	0.00%
Spire Wealth Management	1.38K	Jun 30, 26	-15.12K	0.00%
Financial Management Professionals, Inc.	1.30K	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	1.16K	Jun 30, 26	--	0.00%
Trust Co	1.10K	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	903	Jun 30, 26	--	0.00%
Bank of New Hampshire	800	Jun 30, 26	--	0.00%
Bank & Trust Co	736	Jun 30, 26	--	0.00%
Roxbury Financial LLC	544	Jun 30, 26	--	0.00%
Pacifica Partners Inc.	500	Jun 30, 26	--	0.00%
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	264	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	252	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	123	Jun 30, 26	+123	0.00%
Trust Point Inc.	--	Jun 30, 26	-6.56K	--
Enclave Advisors LLC	--	Jun 30, 26	-26.52K	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-20.66K	--
HOWARD FINANCIAL SERVICES, LTD.	--	Jun 30, 26	-6.37K	--
ROYAL BANK OF CANADA	9.07M	Mar 31, 26	-451.01K	1.90%
Federation des caisses Desjardins du Quebec	5.82M	Mar 31, 26	+231.48K	1.22%
CENTRAL TRUST Co	5.54M	Mar 31, 26	+1.15M	1.16%
MORGAN STANLEY	5.54M	Mar 31, 26	+163.75K	1.16%
Evanson Asset Management, LLC	3.84M	Mar 31, 26	-240.70K	0.81%
JUPITER ASSET MANAGEMENT LTD	3.27M	Mar 31, 26	-187.10K	0.69%
Cambridge Investment Research Advisors, Inc.	3.08M	Mar 31, 26	+47.03K	0.65%
CAPTRUST FINANCIAL ADVISORS	2.53M	Mar 31, 26	-12.98K	0.53%
IMC-Chicago, LLC	2.45M	Mar 31, 26	+2.04M	0.51%
LPL Financial LLC	2.36M	Mar 31, 26	+40.89K	0.50%
Bleakley Financial Group, LLC	2.22M	Mar 31, 26	-61.43K	0.47%
SPROTT INC.	2.11M	Mar 31, 26	-101.92K	0.44%
MATAURO, LLC	2.07M	Mar 31, 26	+4.85K	0.43%
RAYMOND JAMES FINANCIAL INC	2.01M	Mar 31, 26	+213.96K	0.42%
ENVESTNET ASSET MANAGEMENT INC	1.80M	Mar 31, 26	+289.50K	0.38%
WELLS FARGO & COMPANY/MN	1.77M	Mar 31, 26	+12.89K	0.37%
SouthState Corp	1.74M	Mar 31, 26	-57.20K	0.36%
Cetera Investment Advisers	1.73M	Mar 31, 26	+91.69K	0.36%
Beacon Pointe Advisors, LLC	1.56M	Mar 31, 26	+80.10K	0.33%
Forest Hill Capital, LLC	1.45M	Mar 31, 26	--	0.30%
COMMONWEALTH EQUITY SERVICES, LLC	1.43M	Mar 31, 26	-79.59K	0.30%
JANE STREET GROUP, LLC	1.38M	Mar 31, 26	+1.05M	0.29%
GOLDMAN SACHS GROUP INC	1.36M	Mar 31, 26	+1.30M	0.28%
Kestra Advisory Services, LLC	1.35M	Mar 31, 26	+382.60K	0.28%
HighTower Advisors, LLC	1.29M	Mar 31, 26	+184.47K	0.27%
Auxano Advisors, LLC	1.01M	Mar 31, 26	-11.87K	0.21%
Capital Wealth Alliance, LLC	956.57K	Mar 31, 26	+2.47K	0.20%
WIT Partners Advisory Pte. Ltd.	941.22K	Mar 31, 26	+727.53K	0.20%
3EDGE Asset Management, LP	863.37K	Mar 31, 26	-89.73K	0.18%
STIFEL FINANCIAL CORP	858.34K	Mar 31, 26	+42.31K	0.18%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	853.30K	Mar 31, 26	-3.92K	0.18%
VAN DEN BERG MANAGEMENT I, INC	834.96K	Mar 31, 26	-19.89K	0.18%
BANK OF AMERICA CORP /DE/	832.84K	Mar 31, 26	-45.16K	0.17%
ADVISOR GROUP HOLDINGS, INC.	815.52K	Mar 31, 26	-261.09K	0.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	799.58K	Mar 31, 26	-179.84K	0.17%
BANK OF MONTREAL /CAN/	762.96K	Mar 31, 26	-169.51K	0.16%
SCOTIA CAPITAL INC.	750.25K	Mar 31, 26	-185.80K	0.16%
CIBC WORLD MARKET INC.	724.49K	Mar 31, 26	+19.09K	0.15%
NATIONAL BANK OF CANADA /FI/	692.87K	Mar 31, 26	+100.06K	0.15%
TCP Asset Management, LLC	657.92K	Mar 31, 26	+118.71K	0.14%
Private Advisor Group, LLC	638.59K	Mar 31, 26	+7.36K	0.13%
Integrated Wealth Concepts LLC	637.54K	Mar 31, 26	+117.46K	0.13%
Marex Group plc	635.06K	Mar 31, 26	-27.05K	0.13%
Spears Abacus Advisors LLC	617.29K	Mar 31, 26	+2.50K	0.13%
LEAVELL INVESTMENT MANAGEMENT, INC.	601.70K	Mar 31, 26	+84.39K	0.13%
O'Brien Greene & Co. Inc	581.42K	Mar 31, 26	+15.80K	0.12%
Cyndeo Wealth Partners, LLC	563.10K	Mar 31, 26	-133.33K	0.12%
Meixler Investment Management, Ltd.	548.74K	Mar 31, 26	-44.22K	0.12%
Fidelis Capital Partners, LLC	543.91K	Mar 31, 26	--	0.11%
LAIRD NORTON TRUST COMPANY, LLC	542.01K	Mar 31, 26	-26.63K	0.11%
Kingsview Wealth Management, LLC	536.50K	Mar 31, 26	+198.01K	0.11%
BIP Wealth, LLC	506.72K	Mar 31, 26	+15.37K	0.11%
K.J. Harrison & Partners Inc	505.28K	Mar 31, 26	+237.07K	0.11%
Prospera Financial Services Inc	489.78K	Mar 31, 26	+9.73K	0.10%
Weiss Asset Management LP	484.10K	Mar 31, 26	+484.10K	0.10%
Baird Financial Group, Inc.	481.00K	Mar 31, 26	+14.58K	0.10%
Sanctuary Advisors, LLC	467.11K	Mar 31, 26	+40.13K	0.10%
TD Waterhouse Canada Inc.	461.48K	Mar 31, 26	+77.83K	0.10%
JOHNSON INVESTMENT COUNSEL INC	456.67K	Mar 31, 26	+456.67K	0.10%
Toroso Investments, LLC	454.47K	Mar 31, 26	-308.09K	0.10%
Mountain Lake Investment Management LLC	450.34K	Mar 31, 26	-839	0.09%
Vident Advisory, LLC	445.59K	Mar 31, 26	+81.75K	0.09%
HENGEHOLD CAPITAL MANAGEMENT LLC	443.28K	Mar 31, 26	-22.47K	0.09%
Essex Financial Services, Inc.	405.03K	Mar 31, 26	+2.77K	0.08%
Summit Financial, LLC	399.31K	Mar 31, 26	-20.00K	0.08%
Global Endowment Management, LP	396.00K	Mar 31, 26	--	0.08%
Knoll Capital Management, LLC	387.06K	Mar 31, 26	+387.06K	0.08%
Farther Finance Advisors, LLC	378.88K	Mar 31, 26	-3.39K	0.08%
Accordant Advisory Group Inc	378.69K	Mar 31, 26	+18.98K	0.08%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	375.57K	Mar 31, 26	+375.57K	0.08%
TRANSCEND CAPITAL ADVISORS, LLC	373.17K	Mar 31, 26	+5.20K	0.08%
Guild Investment Management, Inc.	362.87K	Mar 31, 26	-975	0.08%
Kera Capital Partners, Inc.	361.38K	Mar 31, 26	+5.19K	0.08%
Ancora Advisors, LLC	347.93K	Mar 31, 26	-606	0.07%
Advisory Services Network, LLC	332.32K	Mar 31, 26	+20.06K	0.07%
Blueprint Investment Partners LLC	328.49K	Mar 31, 26	+30.94K	0.07%
Blueprint Financial Advisors LLC	328.49K	Mar 31, 26	+30.94K	0.07%
Pacific Sage Partners, LLC	327.78K	Mar 31, 26	+5.79K	0.07%
PHILADELPHIA TRUST CO	304.57K	Mar 31, 26	-24.83K	0.06%
MAI Capital Management	303.30K	Mar 31, 26	+513	0.06%
Janney Montgomery Scott LLC	298.90K	Mar 31, 26	+3.40K	0.06%
Mariner, LLC	295.08K	Mar 31, 26	-47.19K	0.06%
JPMORGAN CHASE & CO	289.79K	Mar 31, 26	-58.98K	0.06%
Proactive Wealth Strategies LLC	286.99K	Mar 31, 26	+143.49K	0.06%
MONEY CONCEPTS CAPITAL CORP	276.35K	Mar 31, 26	+25.06K	0.06%
Biltmore Family Office, LLC	274.99K	Mar 31, 26	-15.50K	0.06%
Ausdal Financial Partners, Inc.	272.81K	Mar 31, 26	-15.90K	0.06%
Phraction Management LLC	266.47K	Mar 31, 26	+31.00K	0.06%
COURAGE CAPITAL MANAGEMENT LLC	264.50K	Mar 31, 26	--	0.06%
MERCER GLOBAL ADVISORS INC /ADV	256.48K	Mar 31, 26	+126.38K	0.05%
Hubbell Strickland Wealth Management, LLC	250.72K	Mar 31, 26	-3.98K	0.05%
ArchPoint Investors	249.20K	Mar 31, 26	+1.00K	0.05%
PFG Investments, LLC	245.61K	Mar 31, 26	-13.26K	0.05%
Pensionmark Financial Group, LLC	245.14K	Mar 31, 26	+37.45K	0.05%
BLAIR WILLIAM & CO/IL	241.66K	Mar 31, 26	-8.51K	0.05%
Dakota Wealth Management	237.06K	Mar 31, 26	+36.44K	0.05%
NewEdge Wealth, LLC	234.12K	Mar 31, 26	-26.83K	0.05%
Steward Partners Investment Advisory, LLC	230.44K	Mar 31, 26	-36.09K	0.05%
Elevate Capital Advisors, LLC	227.40K	Mar 31, 26	+20.73K	0.05%
OBERNDORF WILLIAM E	224.44K	Mar 31, 26	-186.93K	0.05%
SILVERCREST ASSET MANAGEMENT GROUP LLC	222.11K	Mar 31, 26	-61.21K	0.05%
PNC FINANCIAL SERVICES GROUP, INC.	221.20K	Mar 31, 26	-5.56K	0.05%
Latigo Investments, LLC	214.13K	Mar 31, 26	--	0.04%
Eaton Financial Holdings Company, LLC	213.60K	Mar 31, 26	+8.79K	0.04%
Warwick Investment Management, Inc.	209.39K	Mar 31, 26	--	0.04%
OPPENHEIMER & CO INC	209.07K	Mar 31, 26	-7.21K	0.04%
Palumbo Wealth Management LLC	203.86K	Mar 31, 26	-444	0.04%
Creative Planning	200.98K	Mar 31, 26	-15.71K	0.04%
AQR CAPITAL MANAGEMENT LLC	200.06K	Mar 31, 26	+154	0.04%
Manatuck Hill Partners, LLC	200.00K	Mar 31, 26	-50.00K	0.04%
MACROVIEW INVESTMENT MANAGEMENT LLC	199.40K	Mar 31, 26	-4.20K	0.04%
CERTUITY, LLC	196.59K	Mar 31, 26	--	0.04%
Sentinus, LLC	196.44K	Mar 31, 26	-3.32K	0.04%
Chicago Capital, LLC	186.98K	Mar 31, 26	--	0.04%
Ameritas Advisory Services, LLC	182.24K	Mar 31, 26	-20.86K	0.04%
Geneos Wealth Management Inc.	180.48K	Mar 31, 26	-17.57K	0.04%
Beaumont Financial Advisors, LLC	176.32K	Mar 31, 26	-6.96K	0.04%
BROWN BROTHERS HARRIMAN & CO	172.92K	Mar 31, 26	-53.76K	0.04%
Gladstone Institutional Advisory LLC	171.12K	Mar 31, 26	+171.12K	0.04%
Abacus Planning Group, Inc.	170.88K	Mar 31, 26	--	0.04%
Empire Financial Management Company, LLC	165.51K	Mar 31, 26	+4.28K	0.03%
Pasadena Private Wealth, LLC	165.31K	Mar 31, 26	-95.19K	0.03%
EVERGREEN CAPITAL MANAGEMENT LLC	164.88K	Mar 31, 26	-78.01K	0.03%
Stratos Wealth Partners, LTD.	163.01K	Mar 31, 26	-1.73K	0.03%
Clearstead Advisors, LLC	150.03K	Mar 31, 26	+131	0.03%
Valued Retirements, Inc.	149.59K	Mar 31, 26	-1.06K	0.03%
Entruity Wealth, LLC	144.91K	Mar 31, 26	+2.07K	0.03%
CI Private Wealth, LLC	141.83K	Mar 31, 26	-56.82K	0.03%
Golden State Equity Partners	141.49K	Mar 31, 26	+141.49K	0.03%
NovaPoint Capital, LLC	140.34K	Mar 31, 26	-6.99K	0.03%
McIlrath & Eck, LLC	137.97K	Mar 31, 26	+137.97K	0.03%
Kerntke Otto McGlone Wealth Management Group	134.54K	Mar 31, 26	+13.64K	0.03%
Capital Group Private Client Services, Inc.	130.08K	Mar 31, 26	-264	0.03%
Rockefeller Capital Management L.P.	127.72K	Mar 31, 26	-18.68K	0.03%
XTX Topco Ltd	122.18K	Mar 31, 26	+97.91K	0.03%
Quadrant Private Wealth Management, LLC	114.22K	Mar 31, 26	+1.64K	0.02%
D.A. DAVIDSON & CO.	113.88K	Mar 31, 26	+14.82K	0.02%
Bruce G. Allen Investments, LLC	113.06K	Mar 31, 26	-19.24K	0.02%
Amitell Capital Pte Ltd	112.33K	Mar 31, 26	-50.30K	0.02%
Pine Valley Investments Ltd Liability Co	110.85K	Mar 31, 26	-19.67K	0.02%
STEPHENS INC /AR/	110.10K	Mar 31, 26	+75.17K	0.02%
Grand Central Investment Group	109.81K	Mar 31, 26	+850	0.02%
Belpointe Asset Management LLC	109.15K	Mar 31, 26	-10.26K	0.02%
New Harbor Financial Group, LLC	108.70K	Mar 31, 26	-1.65K	0.02%
FIDUCIARY TRUST CO	103.63K	Mar 31, 26	-6.75K	0.02%
BAILARD, INC.	97.37K	Mar 31, 26	-302	0.02%
Sonoma Private Wealth LLC	96.32K	Mar 31, 26	+15.04K	0.02%
VectorGlobal IAG, Inc.	96.02K	Mar 31, 26	+96.02K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	94.31K	Mar 31, 26	+3.54K	0.02%
E&G Advisors, LP	92.05K	Mar 31, 26	-326	0.02%
IHT Wealth Management, LLC	91.87K	Mar 31, 26	+18.71K	0.02%
Proficio Capital Partners LLC	89.84K	Mar 31, 26	-109.34K	0.02%
J.W. COLE ADVISORS, INC.	89.00K	Mar 31, 26	+4.69K	0.02%
HOLLENCREST CAPITAL MANAGEMENT	88.78K	Mar 31, 26	-1.91K	0.02%
AE Wealth Management LLC	88.64K	Mar 31, 26	+5.97K	0.02%
M. Kulyk & Associates, LLC	88.09K	Mar 31, 26	+88.09K	0.02%
NewEdge Advisors, LLC	87.62K	Mar 31, 26	-4.35K	0.02%
Cypress Capital Management LLC (WY)	87.56K	Mar 31, 26	+1.09K	0.02%
A. D. Beadell Investment Counsel, Inc.	87.28K	Mar 31, 26	-8.01K	0.02%
SPIREPOINT PRIVATE CLIENT, LLC	87.15K	Mar 31, 26	+285	0.02%
Guardian Partners Inc.	85.26K	Mar 31, 26	+261	0.02%
GUARDIAN WEALTH ADVISORS, LLC / NC	84.59K	Mar 31, 26	-8.61K	0.02%
Montis Financial, LLC	84.43K	Mar 31, 26	-1.91K	0.02%
Gateway Wealth Partners, LLC	82.58K	Mar 31, 26	+61.12K	0.02%
HARBOUR INVESTMENTS, INC.	80.73K	Mar 31, 26	+9.30K	0.02%
Freestone Capital Holdings, LLC	79.92K	Mar 31, 26	+332	0.02%
Moors & Cabot, Inc.	78.83K	Mar 31, 26	-2.68K	0.02%
CreativeOne Wealth, LLC	78.20K	Mar 31, 26	-29.62K	0.02%
Vise Technologies, Inc.	76.80K	Mar 31, 26	--	0.02%
North Star Investment Management Corp.	76.41K	Mar 31, 26	--	0.02%
Wealth Management Associates, Inc.	76.35K	Mar 31, 26	-2.65K	0.02%
HC Advisors, LLC	75.53K	Mar 31, 26	+4.03K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	74.92K	Mar 31, 26	-14.78K	0.02%
Wakefield Asset Management LLLP	74.52K	Mar 31, 26	-697	0.02%
Cerity Partners LLC	74.33K	Mar 31, 26	-10.55K	0.02%
SENTINEL PENSION ADVISORS INC	73.42K	Mar 31, 26	+2.90K	0.02%
CITY NATIONAL BANK OF FLORIDA /MSD	72.51K	Mar 31, 26	+14.71K	0.02%
MATRIX PRIVATE CAPITAL GROUP LLC	70.41K	Mar 31, 26	+70.41K	0.01%
MML INVESTORS SERVICES, LLC	70.12K	Mar 31, 26	+10.94K	0.01%
Apollon Wealth Management, LLC	69.85K	Mar 31, 26	+2.20K	0.01%
Sumitomo Mitsui Trust Group, Inc.	68.60K	Mar 31, 26	-4.30K	0.01%
TCG Advisory Services, LLC	68.15K	Mar 31, 26	+68.15K	0.01%
CWM, LLC	67.44K	Mar 31, 26	+1.49K	0.01%
RPS ADVISORY SOLUTIONS LLC	66.71K	Mar 31, 26	-27.48K	0.01%
EverSource Wealth Advisors, LLC	65.20K	Mar 31, 26	+8.68K	0.01%
St. James Investment Company, LLC	64.91K	Mar 31, 26	-21.84K	0.01%
Aptus Capital Advisors, LLC	64.19K	Mar 31, 26	-500	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	64.06K	Mar 31, 26	-750	0.01%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	62.63K	Mar 31, 26	-400	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	61.13K	Mar 31, 26	+50.00K	0.01%
AVENIR CORP	60.31K	Mar 31, 26	--	0.01%
BANQUE PICTET & CIE SA	60.18K	Mar 31, 26	--	0.01%
Quantinno Capital Management LP	59.93K	Mar 31, 26	+3.09K	0.01%
ORG Wealth Partners, LLC	59.64K	Mar 31, 26	-11.16K	0.01%
Rossby Financial, LCC	59.60K	Mar 31, 26	-50	0.01%
Larson Financial Group LLC	58.32K	Mar 31, 26	+646	0.01%
FOSTER DYKEMA CABOT & PARTNERS, LLC	58.08K	Mar 31, 26	--	0.01%
Financial Sense Advisors, Inc.	57.62K	Mar 31, 26	+42.00K	0.01%
UBS Group AG	57.60K	Mar 31, 26	-12.73K	0.01%
Baker Avenue Asset Management, LP	57.45K	Mar 31, 26	-1.70K	0.01%
CLARET ASSET MANAGEMENT Corp	55.73K	Mar 31, 26	-4.55K	0.01%
Waverly Advisors, LLC	55.23K	Mar 31, 26	+12.38K	0.01%
Insight Wealth Partners, LLC	54.48K	Mar 31, 26	-18.90K	0.01%
NWAM LLC	54.01K	Mar 31, 26	-16.20K	0.01%
Concurrent Investment Advisors, LLC	53.91K	Mar 31, 26	-39.97K	0.01%
Verity Asset Management, Inc.	53.80K	Mar 31, 26	+8.24K	0.01%
VanWeelden Wealth Management, LLC	53.73K	Mar 31, 26	+2.46K	0.01%
TruNorth Capital Management, LLC	53.50K	Mar 31, 26	--	0.01%
Hurley Capital, LLC	52.30K	Mar 31, 26	+1.13K	0.01%
REBALANCE, LLC	52.27K	Mar 31, 26	--	0.01%
ADE, LLC	52.21K	Mar 31, 26	--	0.01%
Independent Family Office, LLC	51.32K	Mar 31, 26	--	0.01%
Arkos Global Advisors	51.28K	Mar 31, 26	--	0.01%
Security National Bank	50.94K	Mar 31, 26	--	0.01%
WADDELL & ASSOCIATES, LLC	50.44K	Mar 31, 26	-774	0.01%
FAS Wealth Partners, Inc.	50.34K	Mar 31, 26	--	0.01%
Fort Point Capital Partners LLC	50.00K	Mar 31, 26	--	0.01%
COMMERCE BANK	49.72K	Mar 31, 26	+323	0.01%
TWO SIGMA SECURITIES, LLC	48.74K	Mar 31, 26	+38.06K	0.01%
StoneX Group Inc.	48.70K	Mar 31, 26	-792	0.01%
Euro Pacific Asset Management, LLC	46.44K	Mar 31, 26	-1.74K	0.01%
Lane Generational LLC	45.86K	Mar 31, 26	--	0.01%
L2 Asset Management, LLC	45.61K	Mar 31, 26	+5.32K	0.01%
Insight Advisors, LLC/ PA	45.51K	Mar 31, 26	-3.37K	0.01%
Atomi Financial Group, Inc.	44.84K	Mar 31, 26	+21.39K	0.01%
Independent Advisor Alliance	44.77K	Mar 31, 26	+26.64K	0.01%
PARK AVENUE SECURITIES LLC	43.98K	Mar 31, 26	+31.30K	0.01%
Colony Group, LLC	43.46K	Mar 31, 26	-12.10K	0.01%
Keel Point, LLC	43.31K	Mar 31, 26	+1.59K	0.01%
Black Diamond Financial, LLC	43.21K	Mar 31, 26	+43.21K	0.01%
Fielder Capital Group LLC	42.21K	Mar 31, 26	--	0.01%
Rehmann Capital Advisory Group	41.95K	Mar 31, 26	--	0.01%
M&T BANK CORP	41.89K	Mar 31, 26	-11.36K	0.01%
COZAD ASSET MANAGEMENT INC	41.88K	Mar 31, 26	+2.15K	0.01%
Brookwood Investment Group LLC	41.30K	Mar 31, 26	-18.51K	0.01%
FLOW TRADERS U.S. LLC	41.14K	Mar 31, 26	+17.56K	0.01%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	40.84K	Mar 31, 26	--	0.01%
ISLAY CAPITAL MANAGEMENT, LLC	40.16K	Mar 31, 26	--	0.01%
BOKF, NA	40.03K	Mar 31, 26	--	0.01%
VestGen Advisors, LLC	39.98K	Mar 31, 26	+623	0.01%
BENJAMIN EDWARDS INC	39.52K	Mar 31, 26	-900	0.01%
Beutel, Goodman & Co Ltd.	39.50K	Mar 31, 26	--	0.01%
WHITE PINE CAPITAL LLC	39.15K	Mar 31, 26	+612	0.01%
Cresset Asset Management, LLC	38.85K	Mar 31, 26	-201	0.01%
SIG North Trading, ULC	38.65K	Mar 31, 26	+38.65K	0.01%
TRUIST FINANCIAL CORP	38.59K	Mar 31, 26	-75.97K	0.01%
SILVER OAK SECURITIES, INCORPORATED	38.50K	Mar 31, 26	-40.10K	0.01%
BEAM WEALTH ADVISORS, INC.	38.27K	Mar 31, 26	+750	0.01%
Canal Capital Management, LLC	37.78K	Mar 31, 26	+37.78K	0.01%
Lido Advisors, LLC	37.67K	Mar 31, 26	-1.59K	0.01%
KAVAR CAPITAL PARTNERS GROUP, LLC	37.60K	Mar 31, 26	--	0.01%
COLUMBIA ADVISORY PARTNERS LLC	37.11K	Mar 31, 26	+2.13K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.99K	Mar 31, 26	-546.14K	0.01%
Andina Capital Management, LLC	36.99K	Mar 31, 26	--	0.01%
Crown Wealth Group, LLC	36.79K	Mar 31, 26	+775	0.01%
Arnhold LLC	36.49K	Mar 31, 26	--	0.01%
HOWE & RUSLING INC	36.05K	Mar 31, 26	+9.82K	0.01%
Oxbow Advisors, LLC	35.82K	Mar 31, 26	-4.46K	0.01%
SURIENCE PRIVATE WEALTH LLC	35.75K	Mar 31, 26	+25.45K	0.01%
BRADLEY FOSTER & SARGENT INC/CT	35.12K	Mar 31, 26	--	0.01%
Pathstone Holdings, LLC	34.74K	Mar 31, 26	+145	0.01%
EP Wealth Advisors, LLC	34.73K	Mar 31, 26	+2.58K	0.01%
MILLENNIUM MANAGEMENT LLC	34.55K	Mar 31, 26	+34.55K	0.01%
Farringdon Capital, Ltd.	33.32K	Mar 31, 26	+33.32K	0.01%
Atria Investments, Inc	33.11K	Mar 31, 26	+15.62K	0.01%
Galvin, Gaustad & Stein, LLC	32.68K	Mar 31, 26	--	0.01%
WEDBUSH SECURITIES INC	32.53K	Mar 31, 26	+7.97K	0.01%
IFP Advisors, Inc	32.04K	Mar 31, 26	+628	0.01%
Avidian Wealth Solutions, LLC	31.89K	Mar 31, 26	-53.20K	0.01%
AdvisorNet Financial, Inc	31.58K	Mar 31, 26	+3.29K	0.01%
Discipline Wealth Solutions, LLC	31.50K	Mar 31, 26	+31.50K	0.01%
Sowell Financial Services LLC	31.48K	Mar 31, 26	-178.82K	0.01%
Merit Financial Group, LLC	31.39K	Mar 31, 26	+498	0.01%
IPG Investment Advisors LLC	31.34K	Mar 31, 26	-6.80K	0.01%
Allworth Financial LP	31.29K	Mar 31, 26	-1.28K	0.01%
WHALEROCK POINT PARTNERS, LLC	31.00K	Mar 31, 26	--	0.01%
FLP Wealth Management, LLC	30.37K	Mar 31, 26	-29.11K	0.01%
Latitude Advisors, LLC	30.11K	Mar 31, 26	-425	0.01%
Miracle Mile Advisors, LLC	30.07K	Mar 31, 26	--	0.01%
FIRST MANHATTAN CO. LLC.	29.00K	Mar 31, 26	-36.60K	0.01%
Fisher Asset Management, LLC	28.66K	Mar 31, 26	-1.39K	0.01%
J2 Capital Management Inc	28.60K	Mar 31, 26	-1.36K	0.01%
Sequoia Financial Advisors, LLC	28.55K	Mar 31, 26	+1.05K	0.01%
INGALLS & SNYDER LLC	28.39K	Mar 31, 26	-2.72K	0.01%
Foundations Investment Advisors, LLC	28.12K	Mar 31, 26	-4.09K	0.01%
BCS Wealth Management	27.83K	Mar 31, 26	-27.91K	0.01%
Enclave Advisors LLC	26.52K	Mar 31, 26	-65.01K	0.01%
U.S. Capital Wealth Advisors, LLC	26.32K	Mar 31, 26	-900	0.01%
Bank of New York Mellon Corp	26.28K	Mar 31, 26	-977	0.01%
AMERIPRISE FINANCIAL INC	26.20K	Mar 31, 26	-36.84K	0.01%
Straight Path Wealth Management	26.14K	Mar 31, 26	-2.00K	0.01%
Sound View Wealth Advisors Group, LLC	25.98K	Mar 31, 26	--	0.01%
HUNTINGTON NATIONAL BANK	25.86K	Mar 31, 26	-143.01K	0.01%
JOURNEY STRATEGIC WEALTH LLC	25.41K	Mar 31, 26	--	0.01%
Badgley Phelps Wealth Managers, LLC	25.20K	Mar 31, 26	+658	0.01%
Fortitude Advisory Group L.L.C.	25.16K	Mar 31, 26	--	0.01%
CM WEALTH ADVISORS LLC	24.71K	Mar 31, 26	+24.71K	0.01%
Community Bank, N.A.	24.65K	Mar 31, 26	--	0.01%
BROWN ADVISORY INC	24.56K	Mar 31, 26	+12.52K	0.01%
RIA Advisory Group LLC	24.49K	Mar 31, 26	+1.92K	0.01%
Nvest Financial, LLC	24.24K	Mar 31, 26	+523	0.01%
Equitable Holdings, Inc.	24.10K	Mar 31, 26	-9.71K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	23.90K	Mar 31, 26	+83	0.01%
SEMPER AUGUSTUS INVESTMENTS GROUP LLC	23.87K	Mar 31, 26	--	0.01%
Lumbard & Kellner, LLC	23.86K	Mar 31, 26	+29	0.01%
Jump Financial, LLC	23.50K	Mar 31, 26	+23.50K	0.00%
Meridian Wealth Advisors, LLC	23.47K	Mar 31, 26	--	0.00%
S.A. Mason LLC	22.58K	Mar 31, 26	+520	0.00%
HRT FINANCIAL LP	22.43K	Mar 31, 26	+12.41K	0.00%
TOCQUEVILLE ASSET MANAGEMENT L.P.	22.21K	Mar 31, 26	-1.24K	0.00%
Cobblestone Asset Management LLC	22.02K	Mar 31, 26	+4.79K	0.00%
Peak Financial Management, Inc.	22.00K	Mar 31, 26	--	0.00%
MGO ONE SEVEN LLC	21.76K	Mar 31, 26	--	0.00%
HARMONY ASSET MANAGEMENT LLC	21.62K	Mar 31, 26	-4.55K	0.00%
Stratos Wealth Advisors, LLC	21.52K	Mar 31, 26	+291	0.00%
One Capital Management, LLC	21.50K	Mar 31, 26	--	0.00%
LITTLEJOHN FINANCIAL SERVICES, INC.	21.06K	Mar 31, 26	--	0.00%
Arkadios Wealth Advisors	20.77K	Mar 31, 26	+20.77K	0.00%
Ashton Thomas Private Wealth, LLC	20.63K	Mar 31, 26	--	0.00%
WELCH & FORBES LLC	19.55K	Mar 31, 26	--	0.00%
Simplicity Wealth,LLC	19.52K	Mar 31, 26	+1.63K	0.00%
Resources Investment Advisors, LLC.	19.09K	Mar 31, 26	-207	0.00%
BAROMETER CAPITAL MANAGEMENT INC.	19.00K	Mar 31, 26	+19.00K	0.00%
EVOKE WEALTH, LLC	19.00K	Mar 31, 26	--	0.00%
Kiker Wealth Management, LLC	18.76K	Mar 31, 26	+18.76K	0.00%
FIFTH THIRD BANCORP	18.71K	Mar 31, 26	-150	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	18.65K	Mar 31, 26	+270	0.00%
Rice Partnership, LLC	18.55K	Mar 31, 26	--	0.00%
AlphaStar Capital Management, LLC	18.43K	Mar 31, 26	+2.45K	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	18.17K	Mar 31, 26	--	0.00%
BEACON FINANCIAL GROUP	18.04K	Mar 31, 26	-77	0.00%
Intrua Financial, LLC	17.79K	Mar 31, 26	-60.62K	0.00%
Arcadia Wealth Management, LLC	17.15K	Mar 31, 26	--	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	17.14K	Mar 31, 26	+5.00K	0.00%
Perigon Wealth Management, LLC	17.10K	Mar 31, 26	-450	0.00%
Apollon Financial, LLC	16.96K	Mar 31, 26	+4.48K	0.00%
SpringVest Wealth Management LLC	16.79K	Mar 31, 26	-100	0.00%
Tradition Wealth Management, LLC	16.73K	Mar 31, 26	+24	0.00%
Wealthspire Advisors, LLC	16.73K	Mar 31, 26	+16.73K	0.00%
Spire Wealth Management	16.49K	Mar 31, 26	+13.11K	0.00%
Capital Investment Advisors, LLC	16.27K	Mar 31, 26	-321	0.00%
HORIZON KINETICS ASSET MANAGEMENT LLC	16.26K	Mar 31, 26	--	0.00%
OneAscent Financial Services LLC	16.17K	Mar 31, 26	+449	0.00%
Nadler Financial Group, Inc.	15.74K	Mar 31, 26	--	0.00%
Synergy Asset Management, LLC	15.71K	Mar 31, 26	+233	0.00%
TFR Capital, LLC.	15.64K	Mar 31, 26	--	0.00%
Rockport Wealth LLC	15.41K	Mar 31, 26	+1.40K	0.00%
Darwin Wealth Management, LLC	15.36K	Mar 31, 26	+524	0.00%
Cannon Financial Strategists, Inc.	15.33K	Mar 31, 26	+910	0.00%
IEQ CAPITAL, LLC	15.29K	Mar 31, 26	+15.29K	0.00%
HBK Sorce Advisory LLC	15.29K	Mar 31, 26	-6.96K	0.00%
Family Capital Trust Co	15.03K	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	15.00K	Mar 31, 26	--	0.00%
Baker Ellis Asset Management LLC	15.00K	Mar 31, 26	-2.00K	0.00%
NATIXIS ADVISORS, L.P.	14.59K	Mar 31, 26	-631	0.00%
PRELUDE CAPITAL MANAGEMENT, LLC	14.52K	Mar 31, 26	+3.00K	0.00%
Vawter Financial, Ltd.	14.50K	Mar 31, 26	--	0.00%
apricus wealth, LLC	14.50K	Mar 31, 26	-2.00K	0.00%
Bank Julius Baer & Co. Ltd, Zurich	14.28K	Mar 31, 26	-649	0.00%
Heritage Trust Co	13.85K	Mar 31, 26	--	0.00%
Koshinski Asset Management, Inc.	13.76K	Mar 31, 26	+180	0.00%
COMPASS CAPITAL CORP /MA/ /ADV	13.72K	Mar 31, 26	-1.10K	0.00%
Soltis Investment Advisors LLC	13.70K	Mar 31, 26	-89	0.00%
Investor's Fiduciary Advisor Network, LLC	13.60K	Mar 31, 26	--	0.00%
PICTON MAHONEY ASSET MANAGEMENT	13.58K	Mar 31, 26	+13.58K	0.00%
Neuberger Berman Group LLC	13.37K	Mar 31, 26	--	0.00%
Wealth Alliance Advisory Group, LLC	13.29K	Mar 31, 26	--	0.00%
TOWER BRIDGE ADVISORS	13.10K	Mar 31, 26	+3.10K	0.00%
BEARING POINT CAPITAL, LLC	13.00K	Mar 31, 26	--	0.00%
Princeton Global Asset Management LLC	12.90K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	12.90K	Mar 31, 26	+2.95K	0.00%
Bleichroeder LP	12.54K	Mar 31, 26	--	0.00%
Brinker Capital Investments, LLC	12.20K	Mar 31, 26	-17.76K	0.00%
WCG Wealth Advisors LLC	12.10K	Mar 31, 26	+870	0.00%
Clarity Financial LLC	12.07K	Mar 31, 26	+548	0.00%
FSA Advisors, Inc.	11.93K	Mar 31, 26	+5.18K	0.00%
Forza Wealth Management, LLC	11.61K	Mar 31, 26	--	0.00%
Beacon Financial Advisory LLC	11.33K	Mar 31, 26	-37	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	11.17K	Mar 31, 26	-7.96K	0.00%
Apriem Advisors	11.14K	Mar 31, 26	+24	0.00%
Fairway Wealth LLC	11.11K	Mar 31, 26	--	0.00%
NICOLET BANKSHARES INC	11.04K	Mar 31, 26	+11.04K	0.00%
Snowden Capital Advisors LLC	11.04K	Mar 31, 26	-5.96K	0.00%
HOEY INVESTMENTS, INC	11.00K	Mar 31, 26	-3.00K	0.00%
HM PAYSON & CO	10.90K	Mar 31, 26	-1.25K	0.00%
CAPITAL CITY TRUST CO/FL	10.90K	Mar 31, 26	--	0.00%
Hunter Perkins Capital Management, LLC	10.82K	Mar 31, 26	+10.82K	0.00%
Willis Johnson & Associates, Inc.	10.82K	Mar 31, 26	+600	0.00%
Stillwater Wealth Management Group	10.80K	Mar 31, 26	--	0.00%
Modera Wealth Management, LLC	10.78K	Mar 31, 26	--	0.00%
Douglass Winthrop Advisors, LLC	10.67K	Mar 31, 26	--	0.00%
Capital Asset Advisory Services LLC	10.62K	Mar 31, 26	+10.62K	0.00%
Almanack Investment Partners, LLC.	10.59K	Mar 31, 26	-142	0.00%
OAK FAMILY ADVISORS, LLC	10.55K	Mar 31, 26	+111	0.00%
Diligent Investors, LLC	10.48K	Mar 31, 26	+1.30K	0.00%
Dorsey & Whitney Trust CO LLC	10.38K	Mar 31, 26	--	0.00%
Carnegie Lake Advisors LLC	10.20K	Mar 31, 26	--	0.00%
Investment Partners Asset Management, Inc.	10.17K	Mar 31, 26	+150	0.00%
WealthBridge Capital Management, LLC	10.17K	Mar 31, 26	-2.69K	0.00%
Secure Asset Management, LLC	10.17K	Mar 31, 26	--	0.00%
Savant Capital, LLC	10.16K	Mar 31, 26	+2.64K	0.00%
Mutual Advisors, LLC	10.12K	Mar 31, 26	-1.98K	0.00%
Clientfirst Wealth Management, LLC	10.00K	Mar 31, 26	--	0.00%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	10.00K	Mar 31, 26	--	0.00%
GLENMEDE TRUST CO NA	10.00K	Mar 31, 26	--	0.00%
Resurgent Financial Advisors LLC	10.00K	Mar 31, 26	+10.00K	0.00%
Stonebridge Capital Advisors LLC	9.85K	Mar 31, 26	--	0.00%
Smithfield Trust Co	9.80K	Mar 31, 26	+1.45K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9.80K	Mar 31, 26	+111	0.00%
McAdam, LLC	9.70K	Mar 31, 26	-45.33K	0.00%
Inspire Advisors, LLC	9.69K	Mar 31, 26	-17	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	9.55K	Mar 31, 26	--	0.00%
Wealth Dimensions Group, Ltd.	9.50K	Mar 31, 26	--	0.00%
NORTHERN TRUST CORP	9.47K	Mar 31, 26	+9.47K	0.00%
Plan Group Financial, LLC	9.30K	Mar 31, 26	+2.00K	0.00%
Pacific Wealth Management	9.22K	Mar 31, 26	+1.66K	0.00%
Clear Harbor Asset Management, LLC	9.12K	Mar 31, 26	+836	0.00%
DGS Capital Management, LLC	9.08K	Mar 31, 26	+9.08K	0.00%
Parvin Asset Management, LLC	9.04K	Mar 31, 26	-3	0.00%
Buckingham Strategic Partners	8.89K	Mar 31, 26	+8.89K	0.00%
Strait & Sound Wealth Management LLC	8.79K	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	8.77K	Mar 31, 26	-1.56K	0.00%
ZACKS INVESTMENT MANAGEMENT	8.76K	Mar 31, 26	-569	0.00%
PECAUT & CO.	8.70K	Mar 31, 26	--	0.00%
Allen Capital Group, LLC	8.66K	Mar 31, 26	-4.76K	0.00%
Prime Capital Investment Advisors, LLC	8.63K	Mar 31, 26	-1.78K	0.00%
Asset Advisors Investment Management, LLC	8.60K	Mar 31, 26	--	0.00%
Accurate Wealth Management, LLC	8.60K	Mar 31, 26	-50	0.00%
Quotient Wealth Partners, LLC	8.60K	Mar 31, 26	+8.60K	0.00%
Kovack Advisors, Inc.	8.55K	Mar 31, 26	-21.00K	0.00%
Adviser Investments LLC	8.50K	Mar 31, 26	--	0.00%
Live Oak Private Wealth LLC	8.29K	Mar 31, 26	-2.96K	0.00%
Ledyard National Bank	8.19K	Mar 31, 26	--	0.00%
Forum Financial Management, LP	8.17K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	8.09K	Mar 31, 26	-847	0.00%
BLB&B Advisors, LLC	8.08K	Mar 31, 26	+8.08K	0.00%
Parallel Advisors, LLC	8.05K	Mar 31, 26	+1.24K	0.00%
WOODMONT INVESTMENT COUNSEL LLC	8.05K	Mar 31, 26	+366	0.00%
HB Wealth Management, LLC	8.04K	Mar 31, 26	+124	0.00%
ROBINSON SMITH WEALTH ADVISORS LLC	8.00K	Mar 31, 26	--	0.00%
Uniting Wealth Partners, LLC	8.00K	Mar 31, 26	--	0.00%
Summit Financial Wealth Advisors, LLC	8.00K	Mar 31, 26	--	0.00%
STANSBERRY ASSET MANAGEMENT, LLC	8.00K	Mar 31, 26	-6.00K	0.00%
MOSELEY INVESTMENT MANAGEMENT INC	7.90K	Mar 31, 26	--	0.00%
Cannon Advisors, Inc.	7.82K	Mar 31, 26	-60	0.00%
Sigma Planning Corp	7.79K	Mar 31, 26	-665	0.00%
Towneley Capital Management, Inc / DE	7.51K	Mar 31, 26	--	0.00%
FORVIS Wealth Advisors, LLC	7.49K	Mar 31, 26	-1.24K	0.00%
AlphaCore Capital LLC	7.44K	Mar 31, 26	-120.30K	0.00%
MANCHESTER FINANCIAL INC	7.36K	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	7.26K	Mar 31, 26	+677	0.00%
Coastwise Capital Group, LLC	7.20K	Mar 31, 26	--	0.00%
TOTAL INVESTMENT MANAGEMENT INC	7.19K	Mar 31, 26	--	0.00%
Outlook Wealth Advisors, LLC	7.11K	Mar 31, 26	--	0.00%
CENTAURUS FINANCIAL, INC.	7.11K	Mar 31, 26	+226	0.00%
NFP Retirement, Inc.	7.03K	Mar 31, 26	+464	0.00%
Fiduciary Alliance LLC	7.03K	Mar 31, 26	-164	0.00%
KEATING INVESTMENT COUNSELORS INC	7.01K	Mar 31, 26	--	0.00%
Vontobel Holding Ltd.	7.00K	Mar 31, 26	-3.88K	0.00%
Joseph P. Lucia & Associates, LLC	6.96K	Mar 31, 26	--	0.00%
Meredith Wealth Planning	6.89K	Mar 31, 26	+6.89K	0.00%
DV Trading LLC	6.80K	Mar 31, 26	+800	0.00%
PKS Advisory Services, LLC	6.70K	Mar 31, 26	+6.70K	0.00%
Advisors Capital Management, LLC	6.63K	Mar 31, 26	--	0.00%
Summit Financial Strategies, Inc.	6.60K	Mar 31, 26	+330	0.00%
Hemenway Trust Co LLC	6.57K	Mar 31, 26	+6.57K	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	6.54K	Mar 31, 26	--	0.00%
Ironwood Investment Counsel, LLC	6.52K	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	6.50K	Mar 31, 26	--	0.00%
GWN SECURITIES INC.	6.46K	Mar 31, 26	+6.46K	0.00%
PINNACLE ASSOCIATES LTD	6.33K	Mar 31, 26	--	0.00%
Waldron Private Wealth LLC	6.30K	Mar 31, 26	+6.30K	0.00%
TCFG WEALTH MANAGEMENT, LLC	6.13K	Mar 31, 26	--	0.00%
Midwest Trust Co	6.11K	Mar 31, 26	--	0.00%
Pure Financial Advisors, LLC	6.09K	Mar 31, 26	--	0.00%
OFC FINANCIAL PLANNING, LLC	6.08K	Mar 31, 26	--	0.00%
Alternative Investment Advisors, LLC.	6.07K	Mar 31, 26	--	0.00%
CENTRAL BANK & TRUST CO	6.04K	Mar 31, 26	+6.04K	0.00%
BAKER BOYER NATIONAL BANK	6.01K	Mar 31, 26	+6.01K	0.00%
RHS Financial, LLC	6.01K	Mar 31, 26	-250	0.00%
Argyle Capital Partners, LLC	6.00K	Mar 31, 26	+6.00K	0.00%
SMITH, MOORE & CO.	5.96K	Mar 31, 26	-200	0.00%
Stonehage Fleming Financial Services Holdings Ltd	5.91K	Mar 31, 26	-6.57K	0.00%
NDWM LLC	5.87K	Mar 31, 26	+5.87K	0.00%
CAPITAL ADVISORS INC/OK	5.86K	Mar 31, 26	+5.86K	0.00%
Modern Wealth Management, LLC	5.85K	Mar 31, 26	+5.85K	0.00%
PFG Advisors	5.84K	Mar 31, 26	+5.84K	0.00%
1832 Asset Management L.P.	5.84K	Mar 31, 26	+5.84K	0.00%
Delta Investment Management, LLC	5.80K	Mar 31, 26	+5.80K	0.00%
Integrated Advisors Network LLC	5.71K	Mar 31, 26	+5.71K	0.00%
Marks Group Wealth Management, Inc	5.71K	Mar 31, 26	+5.71K	0.00%
Investmark Advisory Group LLC	5.68K	Mar 31, 26	+5.68K	0.00%
Verdence Capital Advisors LLC	5.66K	Mar 31, 26	+5.66K	0.00%
Red Tortoise LLC	5.60K	Mar 31, 26	--	0.00%
Evergreen Private Wealth LLC	5.40K	Mar 31, 26	--	0.00%
SEGALL BRYANT & HAMILL, LLC	5.20K	Mar 31, 26	+5.20K	0.00%
Colonial Trust Advisors	5.00K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	5.00K	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	4.71K	Mar 31, 26	-4.04K	0.00%
Root Financial Partners, LLC	4.00K	Mar 31, 26	+4.00K	0.00%
Smartleaf Asset Management LLC	3.94K	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	3.91K	Mar 31, 26	--	0.00%
WEBSTER BANK, N. A.	3.79K	Mar 31, 26	+3.20K	0.00%
FRANKLIN RESOURCES INC	3.50K	Mar 31, 26	+1.00K	0.00%
Ronald Blue Trust, Inc.	3.25K	Mar 31, 26	--	0.00%
Evelyn Partners Investment Management (Europe) Ltd	3.25K	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	3.06K	Mar 31, 26	-191	0.00%
First Command Advisory Services, Inc.	2.81K	Mar 31, 26	-984	0.00%
ATLAS CAPITAL ADVISORS LLC	2.70K	Mar 31, 26	-4.50K	0.00%
BlackRock, Inc.	2.57K	Mar 31, 26	-1.00K	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2.40K	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	2.27K	Mar 31, 26	+109	0.00%
NBC SECURITIES, INC.	2.23K	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	2.18K	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	2.08K	Mar 31, 26	+400	0.00%
Quent Capital, LLC	2.00K	Mar 31, 26	+2.00K	0.00%
KELLEHER FINANCIAL ADVISORS	1.84K	Mar 31, 26	+1.84K	0.00%
US BANCORP \DE\	1.80K	Mar 31, 26	+315	0.00%
Strategic Advocates LLC	1.73K	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	1.70K	Mar 31, 26	+1.50K	0.00%
Intelligent Financial Strategies	1.52K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.39K	Mar 31, 26	-363	0.00%
Cheviot Value Management, LLC	1.36K	Mar 31, 26	+190	0.00%
Missouri Trust & Investment Co	1.35K	Mar 31, 26	--	0.00%
Oakworth Capital, Inc.	1.34K	Mar 31, 26	+1.34K	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	1.34K	Mar 31, 26	-1.69K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.27K	Mar 31, 26	--	0.00%
MTM Investment Management, LLC	1.20K	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	1.16K	Mar 31, 26	+812	0.00%
Scarborough Advisors, LLC	1.15K	Mar 31, 26	+1.10K	0.00%
Tradewinds Capital Management, LLC	1.09K	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	1.04K	Mar 31, 26	+1.04K	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1.01K	Mar 31, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	1.00K	Mar 31, 26	--	0.00%
Manchester Capital Management LLC	1.00K	Mar 31, 26	--	0.00%
MOTCO	978	Mar 31, 26	+978	0.00%
SWAN Capital LLC	951	Mar 31, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	903	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	897	Mar 31, 26	+897	0.00%
JNBA Financial Advisors	883	Mar 31, 26	-177	0.00%
Dunhill Financial, LLC	850	Mar 31, 26	--	0.00%
Bank of New Hampshire	800	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	768	Mar 31, 26	-14.50K	0.00%
Parkside Financial Bank & Trust	750	Mar 31, 26	-750	0.00%
Strategic Wealth Partners, Ltd.	692	Mar 31, 26	--	0.00%
Opal Wealth Advisors, LLC	672	Mar 31, 26	+672	0.00%
Costello Asset Management, INC	600	Mar 31, 26	+100	0.00%
FINANCIAL CONSULATE, INC	587	Mar 31, 26	+300	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	572	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	515	Mar 31, 26	+515	0.00%
PIN OAK INVESTMENT ADVISORS INC	485	Mar 31, 26	--	0.00%
Kilter Group LLC	482	Mar 31, 26	--	0.00%
Silicon Valley Capital Partners	475	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	351	Mar 31, 26	+109	0.00%
Reyes Financial Architecture, Inc.	307	Mar 31, 26	+307	0.00%
Physician Wealth Advisors, Inc.	287	Mar 31, 26	--	0.00%
Caitlin John, LLC	250	Mar 31, 26	+50	0.00%
BFSG, LLC	250	Mar 31, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	192	Mar 31, 26	-422	0.00%
DecisionPoint Financial, LLC	150	Mar 31, 26	--	0.00%
Morton Brown Family Wealth, LLC	116	Mar 31, 26	-143	0.00%
American Capital Advisory, LLC	74	Mar 31, 26	+74	0.00%
Strengthening Families & Communities, LLC	70	Mar 31, 26	--	0.00%
Aviso Financial Inc.	65	Mar 31, 26	+65	0.00%
Triumph Capital Management	50	Mar 31, 26	--	0.00%
Key FInancial Inc	46	Mar 31, 26	--	0.00%
Paladin Advisory Group, LLC	45	Mar 31, 26	--	0.00%
Tower Research Capital LLC (TRC)	44	Mar 31, 26	-259	0.00%
SIMPLEX TRADING, LLC	39	Mar 31, 26	+39	0.00%
Prestige Wealth Management Group LLC	5	Mar 31, 26	--	0.00%
Activest Wealth Management	2	Mar 31, 26	+2	0.00%
Optiver Holding B.V.	2	Mar 31, 26	-322	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-374.03K	--
COHEN & STEERS, INC.	--	Mar 31, 26	-522.15K	--
O'ROURKE & COMPANY, Inc	--	Mar 31, 26	-6.42K	--
Luminist Capital LLC	--	Mar 31, 26	-400	--
THOROUGHBRED FINANCIAL SERVICES, LLC	--	Mar 31, 26	-6.42K	--
Triton Wealth Management, PLLC	--	Mar 31, 26	-5.52K	--
TIEMANN INVESTMENT ADVISORS, LLC	--	Mar 31, 26	-10.00K	--
TOWNSQUARE CAPITAL LLC	--	Mar 31, 26	-8.65K	--
Colonial Trust Co / SC	--	Mar 31, 26	-3.62K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-441	--
Cushing Capital Partners, LLC	--	Mar 31, 26	-8.71K	--
Kohmann Bosshard Financial Services, LLC	--	Mar 31, 26	-1.00K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-14.84K	--
Tranquilli Financial Advisor LLC	--	Mar 31, 26	-8.00K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-2.19K	--
Pekin Hardy Strauss, Inc.	--	Mar 31, 26	-4.32M	--
WS Portfolio Advisory, LLC	--	Mar 31, 26	-10.52K	--
Advyzon Investment Management, LLC	--	Mar 31, 26	-7.11K	--
HAZLETT, BURT & WATSON, INC.	--	Mar 31, 26	-84	--
IFG Advisory, LLC	--	Mar 31, 26	-16.07K	--
Avantax Planning Partners, Inc.	--	Mar 31, 26	-6.66K	--
ALEXANDER LABRUNERIE & CO., INC.	--	Mar 31, 26	-6.23K	--
PRINCIPAL SECURITIES, INC.	--	Mar 31, 26	-12.60K	--
ARS Wealth Advisors Group, LLC	--	Mar 31, 26	-9.56K	--
Lodestone Wealth Management LLC	--	Mar 31, 26	-203	--
True North Advisors, LLC	--	Mar 31, 26	-30.66K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-10.00K	--
Concord Wealth Partners	--	Mar 31, 26	-1.60K	--
Pictet Asset Management Holding SA	--	Mar 31, 26	-129.41K	--
Asset Allocation Strategies LLC	--	Mar 31, 26	-17.88K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-2.17K	--
Sovran Advisors, LLC	--	Mar 31, 26	-9.59K	--
Polar Asset Management Partners Inc.	--	Mar 31, 26	-6.06M	--
Madrona Financial Services, LLC	--	Mar 31, 26	-6.89K	--
Heritage Wealth Advisors	5.14M	Dec 31, 25	+5.14M	1.08%
ORG Partners LLC	130.78K	Dec 31, 25	-48.48K	0.03%
CIBC Private Wealth Group, LLC	111.51K	Dec 31, 25	+8.03K	0.02%
Hedges Asset Management LLC	65.00K	Dec 31, 25	--	0.01%
PURE PORTFOLIOS HOLDINGS LLC	11.99K	Dec 31, 25	-60	0.00%
NICOLET ADVISORY SERVICES, LLC	11.04K	Dec 31, 25	--	0.00%
Principia Wealth Advisory, LLC	7.39K	Dec 31, 25	-1.89K	0.00%
Nalls Sherbakoff Group, LLC	5.23K	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	1.10K	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	900	Dec 31, 25	+900	0.00%
PERRITT CAPITAL MANAGEMENT INC	--	Dec 31, 25	-199.30K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-105	--
Heritage Financial Services, LLC	--	Dec 31, 25	-6.79K	--
Bard Financial Services, Inc.	88.00K	Sep 30, 25	-1.22K	0.02%
OPTIMUM INVESTMENT ADVISORS	35.70K	Sep 30, 25	--	0.01%
Apexium Financial, LP	21.50K	Sep 30, 25	--	0.00%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	20.55K	Sep 30, 25	--	0.00%
Glenmede Investment Management, LP	10.00K	Sep 30, 25	--	0.00%
Sonora Investment Management Group, LLC	8.94K	Sep 30, 25	--	0.00%
Abich Financial Wealth Management LLC	5.54K	Sep 30, 25	+5.54K	0.00%
Guerra Advisors Inc	218	Sep 30, 25	+218	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-73.20K	--
AVANTAX ADVISORY SERVICES, INC.	545.10K	Jun 30, 25	+133.00K	0.11%
Atria Wealth Solutions, Inc.	123.01K	Jun 30, 25	-283.03K	0.03%
BLACK POINT WEALTH MANAGEMENT	28.30K	Jun 30, 25	-64.16K	0.01%
MENLO ADVISORS LLC	12.00K	Jun 30, 25	--	0.00%
Graypoint LLC	9.73K	Jun 30, 25	-43	0.00%
Legacy Investment Solutions, LLC	1.41K	Jun 30, 25	+1.41K	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	236	Jun 30, 25	+236	0.00%
Financial Gravity Companies, Inc.	30	Jun 30, 25	+30	0.00%
First Horizon Advisors, Inc.	--	Jun 30, 25	-1.77K	--
Cutter & CO Brokerage, Inc.	31.34K	Mar 31, 25	+10.09K	0.01%
Aveo Capital Partners, LLC	29.21K	Mar 31, 25	-914	0.01%
Orion Portfolio Solutions, LLC	21.48K	Mar 31, 25	+2.11K	0.00%
Rappaport Reiches Capital Management, LLC	11.38K	Mar 31, 25	--	0.00%
WR Wealth Planners, LLC	6.30K	Dec 31, 24	-5	0.00%
Sugarloaf Wealth Management, LLC	6.00K	Dec 31, 24	--	0.00%
RAYMOND JAMES & ASSOCIATES	1.60M	Sep 30, 24	+677.62K	0.34%
Bridge Advisory, LLC	607.67K	Sep 30, 24	-10.68K	0.13%
Raymond James Financial Services Advisors, Inc.	524.78K	Sep 30, 24	-23.66K	0.11%
SpiderRock Advisors, LLC	32.79K	Sep 30, 24	+32.79K	0.01%
RAYMOND JAMES TRUST N.A.	23.25K	Sep 30, 24	-710	0.00%
PRIO WEALTH LIMITED PARTNERSHIP	21.00K	Sep 30, 24	--	0.00%
Argent Financial Group, Inc.	11.99K	Sep 30, 24	+11.99K	0.00%
FinTrust Capital Advisors, LLC	11.19K	Sep 30, 24	-2.47K	0.00%
Carmichael Hill & Associates, Inc.	3.28K	Sep 30, 24	--	0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC	622	Sep 30, 24	+622	0.00%
Planning Capital Management Corp	125	Sep 30, 24	+125	0.00%
Epic Trust Investment Advisors, LLC	15.49K	Jun 30, 24	--	0.00%
Coombe, Bender & Co LLC	10.50K	Jun 30, 24	+10.50K	0.00%
BlackRock Inc.	--	Jun 30, 24	-475	--
ICA Group Wealth Management, LLC	--	Jun 30, 24	-2.90K	--
Cetera Advisor Networks LLC	957.81K	Mar 31, 24	-29.33K	0.20%
Cetera Advisors LLC	93.89K	Mar 31, 24	+61.79K	0.02%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	19.23K	Mar 31, 24	--	0.00%
Highlander Capital Management, LLC	13.20K	Mar 31, 24	--	0.00%
CAMBRIDGE TRUST CO	10.49K	Mar 31, 24	--	0.00%
Retirement Group, LLC	1.14K	Mar 31, 24	--	0.00%
Grey Street Capital, LLC	--	Mar 31, 24	-132.37K	--
Simplicity Solutions, LLC	3.94M	Dec 31, 23	-98.40K	0.83%
Cannell & Co.	618.34K	Dec 31, 23	-243.72K	0.13%
Weiss Multi-Strategy Advisers LLC	316.10K	Dec 31, 23	-21.78K	0.07%
TELEMUS CAPITAL, LLC	139.53K	Dec 31, 23	-6.87K	0.03%
J Arnold Wealth Management Co	41.25K	Dec 31, 23	-3.80K	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	31.12K	Dec 31, 23	+31.12K	0.01%
Antonetti Capital Management LLC	66.65K	Sep 30, 23	+66.65K	0.01%
FOSTER DYKEMA CABOT & CO INC/MA	60.33K	Sep 30, 23	--	0.01%
PATHSTONE FAMILY OFFICE, LLC	45.80K	Sep 30, 23	+23.65K	0.01%
Vident Investment Advisory, LLC	255.78K	Jun 30, 23	-61.26K	0.05%
TIAA, FSB	121.92K	Jun 30, 23	--	0.03%
Veritable, L.P.	23.65K	Jun 30, 23	--	0.00%
First Capital Advisors Group, LLC.	21.49K	Jun 30, 23	+21.49K	0.00%
Catalyst Wealth Management, LLC	17.68K	Mar 31, 23	--	0.00%
CTC Capital Management, LLC	--	Mar 31, 23	-39.40K	--
BENNICAS & ASSOCIATES, INC.	179.51K	Dec 31, 22	-1.20K	0.04%
BOENNING & SCATTERGOOD, INC.	126.44K	Dec 31, 22	-410	0.03%
GOFEN & GLOSSBERG LLC /IL/	21.64K	Dec 31, 22	--	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	3.65K	Dec 31, 22	--	0.00%
Capital Directions Investment Advisors, LLC	842	Dec 31, 22	+842	0.00%
Danda Trouve Investment Management, Inc.	407.62K	Sep 30, 22	-3.67K	0.09%
Beaumont Financial Partners, LLC	134.15K	Sep 30, 22	+16.65K	0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	24.13K	Sep 30, 22	+154	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	6.66K	Sep 30, 22	+6.66K	0.00%
American Portfolios Advisors	6.35K	Sep 30, 22	+520	0.00%
Covington Capital Management	4.50K	Sep 30, 22	-200	0.00%
FourThought Financial, LLC	50	Sep 30, 22	-500	0.00%
B. Riley Wealth Management, Inc.	166.66K	Jun 30, 22	+2.57K	0.03%
Frontier Wealth Management LLC	72.70K	Jun 30, 22	--	0.02%
Cordasco Financial Network	24.75K	Jun 30, 22	--	0.01%
BIVIN & ASSOCIATES, INC.	287	Jun 30, 22	--	0.00%
Legacy Capital Partners, Inc.	347.83K	Mar 31, 22	-21.35K	0.07%
Barrett Asset Management, LLC	--	Mar 31, 22	-1.65K	--
Doman Group, LLC	261.06K	Dec 31, 21	+261.06K	0.05%
NEXT Financial Group, Inc	65.48K	Dec 31, 21	-815	0.01%
Carroll Financial Associates, Inc.	43.97K	Dec 31, 21	-7.65K	0.01%
Castle Financial & Retirement Planning Associates, Inc.	5.17K	Dec 31, 21	+5.17K	0.00%
Cardan Capital Partners, LLC	20.00K	Sep 30, 21	--	0.00%
Sonora Investment Management, LLC	10.84K	Sep 30, 21	+5.50K	0.00%
Nachman Norwood & Parrott, Inc	35.00K	Jun 30, 21	--	0.01%
USCA RIA LLC	26.94K	Jun 30, 21	+1.00K	0.01%
Hoover Financial Advisors, Inc.	1.88K	Jun 30, 21	--	0.00%
OLD MISSION CAPITAL, LLC	61.83K	Dec 31, 20	+61.83K	0.01%
Filament LLC	1.09M	Sep 30, 20	+1.09M	0.23%
Lucia Wealth Services, LLC	628.28K	Sep 30, 20	+129.65K	0.13%
Wellesley Investment Partners, LLC	20.50K	Sep 30, 20	+20.50K	0.00%
Partnervest Advisory Services LLC	19.04K	Sep 30, 20	--	0.00%
Independence Advisors, LLC	--	Sep 30, 20	-11.03K	--
Jupiter Investment Management Ltd	2.03M	Jun 30, 20	+2.03M	0.43%
FRONTIER INVESTMENT MGMT CO	131.56K	Jun 30, 20	+22.98K	0.03%
Beacon Pointe Wealth Advisors, LLC	527.85K	Dec 31, 19	-17.45K	0.11%
LADENBURG THALMANN FINANCIAL SERVICES INC.	132.45K	Dec 31, 19	+8.72K	0.03%
Advisor Group, Inc.	68.45K	Dec 31, 19	+1.70K	0.01%
BB&T SECURITIES, LLC	13.71K	Sep 30, 19	+2.71K	0.00%
CHEMICAL BANK	--	Jun 30, 19	-19.64K	--
Benchmark Capital Advisors	263.22K	Dec 31, 18	+5.85K	0.06%
WealthTrust-Arizona, LLC	4.17K	Dec 31, 18	--	0.00%
BREMER TRUST NATIONAL ASSOCIATION	1.36K	Dec 31, 18	+1.36K	0.00%
CUE ADVISORY SERVICES, INC.	10.25K	Sep 30, 18	--	0.00%
CATAWBA CAPITAL MANAGEMENT /VA	28.21K	Jun 30, 18	-1.94K	0.01%
ASSET ADVISORS CORP	8.60K	Jun 30, 18	--	0.00%
Bellwether Investment Group, LLC	18.31K	Dec 31, 17	-1.02K	0.00%
CROFT-LEOMINSTER INC	--	Dec 31, 17	-40.80K	--
NATIONAL PLANNING CORP	--	Dec 31, 17	-35.14K	--
Smith Affiliated Capital Corp.	332.70K	Sep 30, 17	-22.61K	0.07%
Concert Wealth Management Inc.	21.59K	Sep 30, 17	+21.59K	0.00%
Commonwealth Equity Services, Inc	1.07M	Jun 30, 17	-17.52K	0.22%
WFG Advisors, LP	153.83K	Jun 30, 17	+5.66K	0.03%
Virtu KCG Holdings LLC	--	Jun 30, 17	-43.45K	--
TIAA CREF TRUST CO FSB/MO	67.00K	Mar 31, 17	--	0.01%
MSI Financial Services Inc	36.05K	Dec 31, 16	-8.88K	0.01%
Saddle Road Partners, LLC	17.23K	Dec 31, 16	--	0.00%
Limestone Value Partners, LLC	19.60K	Sep 30, 16	--	0.00%
Gupta Wealth Management LLC	4.50K	Mar 31, 16	--	0.00%
VALLEY FORGE ASSET MANAGEMENT, LLC	15.00K	Dec 31, 15	--	0.00%
Pinnacle Summer Investments, Inc.	--	Dec 31, 15	-26.75K	--
CITY NATIONAL BANK	65.46K	Sep 30, 15	--	0.01%
ORRELL CAPITAL MANAGEMENT INC	18.20K	Sep 30, 15	-28.90K	0.00%
Seamans Capital Management, LLC	--	Sep 30, 15	-66.84K	--
PORTOLA GROUP INC /CA	708.11K	Jun 30, 15	-33.30K	0.15%
Altus Capital Inc.	28.40K	Jun 30, 15	-11.50K	0.01%
BAIRD ROBERT W & CO INC /WI/	87.75K	Mar 31, 15	+1.00K	0.02%
STERNE AGEE GROUP, INC.	43.65K	Mar 31, 15	+43.65K	0.01%
Mariner Wealth Advisors-NYC, LLC	5.76K	Mar 31, 15	+5.76K	0.00%
STANCORP INVESTMENT ADVISERS INC	200	Mar 31, 15	+200	0.00%
NEW ENGLAND SECURITIES CORP /MA/	52.97K	Dec 31, 14	-1.32K	0.01%
Placemark Investments, Inc.	43.55K	Dec 31, 14	+1.07K	0.01%
UBS AG	49.40K	Sep 30, 14	-4.86K	0.01%
OTA LLC	412.80K	Jun 30, 14	+412.80K	0.09%
KMS FINANCIAL SERVICES, INC	43.18K	Jun 30, 14	-92.07K	0.01%
Compass Efficient Model Portfolios, LLC	2.99K	Dec 31, 13	--	0.00%
STIFEL NICOLAUS & CO INC \MO\	60.63K	Sep 30, 13	+1.97K	0.01%
KNIGHT CAPITAL GROUP LLC	29.68K	Jun 30, 13	+12.21K	0.01%
CITY NATIONAL ROCHDALE, LLC	16.02K	Dec 31, 12	+16.02K	0.00%
First Allied Securities, Inc.	1.00K	Jun 30, 12	-3.46K	0.00%

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Date

Change

% Held

TCP Asset Management, LLC

751.46K

Jun 30, 26

+93.55K

0.16%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

662.67K

Jun 30, 26

-449.33K

0.14%

Wealthcare Advisory Partners LLC

545.63K

Jun 30, 26

+6.59K

0.11%

Prospera Financial Services Inc

472.54K

Jun 30, 26

-17.23K

0.10%

WEALTHCARE CAPITAL MANAGEMENT LLC

455.67K

Jun 30, 26

-13.89K

0.10%

JP Wealth Management, Inc.

298.83K

Jun 30, 26

-133.78K

0.06%

Brookstone Capital Management

233.94K

Jun 30, 26

+6.77K

0.05%

CAMELOT TECHNOLOGY ADVISORS, INC.

233.65K

Jun 30, 26

+42

0.05%

LexAurum Advisors, LLC

170.12K

Jun 30, 26

-175.17K

0.04%

Red Door Wealth Management, LLC

130.32K

Jun 30, 26

+15.46K

0.03%

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

120.95K

Jun 30, 26

-7.09K

0.03%

Apella Capital, LLC

99.67K

Jun 30, 26

+2.90K

0.02%

A. D. Beadell Investment Counsel, Inc.

85.58K

Jun 30, 26

-1.70K

0.02%

Connective Portfolio Management, LLC

85.00K

Jun 30, 26

0.02%

DAVENPORT & Co LLC

79.26K

Jun 30, 26

-44.59K

0.02%

CITY NATIONAL BANK OF FLORIDA /MSD

79.02K

Jun 30, 26

+6.51K

0.02%

Beaird Harris Wealth Management, LLC

73.03K

Jun 30, 26

-20.00K

0.02%

PRIVATE CLIENT SERVICES, LLC

72.25K

Jun 30, 26

+50.78K

0.02%

SMI Advisory Services, LLC

71.92K

Jun 30, 26

-240.82K

0.02%

G&S Capital LLC

63.19K

Jun 30, 26

+2.27K

0.01%

Holos Integrated Wealth LLC

57.54K

Jun 30, 26

-767

0.01%

Security National Bank

52.04K

Jun 30, 26

+1.09K

0.01%

WADDELL & ASSOCIATES, LLC

50.33K

Jun 30, 26

-116

0.01%

SeaCrest Wealth Management, LLC

49.69K

Jun 30, 26

+9.90K

0.01%

Cypress Wealth Services, LLC

44.93K

Jun 30, 26

0.01%

LVM CAPITAL MANAGEMENT LTD/MI

43.33K

Jun 30, 26

0.01%

Sandy Cove Advisors, LLC

41.80K

Jun 30, 26

-400

0.01%

180 WEALTH ADVISORS, LLC

40.40K

Jun 30, 26

+12.04K

0.01%

Wedmont Private Capital

37.85K

Jun 30, 26

0.01%

Magnus Financial Group LLC

30.26K

Jun 30, 26

0.01%

Pettinga Financial Advisors, LLC

30.01K

Jun 30, 26

-2.27K

0.01%

BSW Wealth Partners

23.33K

Jun 30, 26

0.00%

Orgel Wealth Management, LLC

20.00K

Jun 30, 26

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

19.27K

Jun 30, 26

+500

0.00%

TECTONIC ADVISORS LLC

18.63K

Jun 30, 26

0.00%

Lineweaver Wealth Advisors, LLC

18.61K

Jun 30, 26

0.00%

MKT Advisors LLC

18.35K

Jun 30, 26

-12.36K

0.00%

ARMSTRONG ADVISORY GROUP, INC

17.59K

Jun 30, 26

0.00%

Veracity Capital LLC

16.09K

Jun 30, 26

-797

0.00%

Financial Enhancement Group LLC

15.19K

Jun 30, 26

0.00%

Focus Financial Network, Inc.

14.89K

Jun 30, 26

-5.70K

0.00%

SAPIENT CAPITAL LLC

13.89K

Jun 30, 26

0.00%

Oliver Luxxe Assets LLC

12.49K

Jun 30, 26

0.00%

CWA Asset Management Group, LLC

12.09K

Jun 30, 26

0.00%

B. Riley Wealth Advisors, Inc.

10.46K

Jun 30, 26

-500

0.00%

Secure Asset Management, LLC

10.17K

Jun 30, 26

0.00%

Mendota Financial Group, LLC

10.00K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

8.94K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

8.74K

Jun 30, 26

-237

0.00%

Spectrum Planning & Advisory Services Inc.

8.65K

Jun 30, 26

0.00%

Accurate Wealth Management, LLC

8.60K

Jun 30, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

8.23K

Jun 30, 26

-134

0.00%

Summit Financial Wealth Advisors, LLC

8.00K

Jun 30, 26

0.00%

Cannon Advisors, Inc.

7.82K

Jun 30, 26

0.00%

PROFESSIONAL ADVISORY SERVICES INC

7.70K

Jun 30, 26

+700

0.00%

Redhawk Wealth Advisors, Inc.

7.02K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

5.42K

Jun 30, 26

+400

0.00%

Arlington Trust Co LLC

5.21K

Jun 30, 26

0.00%

Bulwark Capital Corp

4.78K

Jun 30, 26

+3.34K

0.00%

Dogwood Wealth Management LLC

3.60K

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

3.20K

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

2.62K

Jun 30, 26

-275

0.00%

DiNuzzo Private Wealth, Inc.

2.13K

Jun 30, 26

0.00%

Main Street Group, LTD

1.53K

Jun 30, 26

0.00%

EASTERN BANK

1.43K

Jun 30, 26

0.00%

Spire Wealth Management

1.38K

Jun 30, 26

-15.12K

0.00%

Financial Management Professionals, Inc.

1.30K

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.16K

Jun 30, 26

0.00%

Trust Co

1.10K

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

903

Jun 30, 26

0.00%

Bank of New Hampshire

800

Jun 30, 26

0.00%

Bank & Trust Co

736

Jun 30, 26

0.00%

Roxbury Financial LLC

544

Jun 30, 26

0.00%

Pacifica Partners Inc.

500

Jun 30, 26

0.00%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.

264

Jun 30, 26

0.00%

BIRCHBROOK, INC.

252

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

123

Jun 30, 26

+123

0.00%

Trust Point Inc.

Jun 30, 26

-6.56K

Enclave Advisors LLC

Jun 30, 26

-26.52K

WORLD EQUITY GROUP, INC.

Jun 30, 26

-20.66K

HOWARD FINANCIAL SERVICES, LTD.

Jun 30, 26

-6.37K

ROYAL BANK OF CANADA

9.07M

Mar 31, 26

-451.01K

1.90%

Federation des caisses Desjardins du Quebec

5.82M

Mar 31, 26

+231.48K

1.22%

CENTRAL TRUST Co

5.54M

Mar 31, 26

+1.15M

1.16%

MORGAN STANLEY

5.54M

Mar 31, 26

+163.75K

1.16%

Evanson Asset Management, LLC

3.84M

Mar 31, 26

-240.70K

0.81%

JUPITER ASSET MANAGEMENT LTD

3.27M

Mar 31, 26

-187.10K

0.69%

Cambridge Investment Research Advisors, Inc.

3.08M

Mar 31, 26

+47.03K

0.65%

CAPTRUST FINANCIAL ADVISORS

2.53M

Mar 31, 26

-12.98K

0.53%

IMC-Chicago, LLC

2.45M

Mar 31, 26

+2.04M

0.51%

LPL Financial LLC

2.36M

Mar 31, 26

+40.89K

0.50%

Bleakley Financial Group, LLC

2.22M

Mar 31, 26

-61.43K

0.47%

SPROTT INC.

2.11M

Mar 31, 26

-101.92K

0.44%

MATAURO, LLC

2.07M

Mar 31, 26

+4.85K

0.43%

RAYMOND JAMES FINANCIAL INC

2.01M

Mar 31, 26

+213.96K

0.42%

ENVESTNET ASSET MANAGEMENT INC

1.80M

Mar 31, 26

+289.50K

0.38%

WELLS FARGO & COMPANY/MN

1.77M

Mar 31, 26

+12.89K

0.37%

SouthState Corp

1.74M

Mar 31, 26

-57.20K

0.36%

Cetera Investment Advisers

1.73M

Mar 31, 26

+91.69K

0.36%

Beacon Pointe Advisors, LLC

1.56M

Mar 31, 26

+80.10K

0.33%

Forest Hill Capital, LLC

1.45M

Mar 31, 26

0.30%

COMMONWEALTH EQUITY SERVICES, LLC

1.43M

Mar 31, 26

-79.59K

0.30%

JANE STREET GROUP, LLC

1.38M

Mar 31, 26

+1.05M

0.29%

GOLDMAN SACHS GROUP INC

1.36M

Mar 31, 26

+1.30M

0.28%

Kestra Advisory Services, LLC

1.35M

Mar 31, 26

+382.60K

0.28%

HighTower Advisors, LLC

1.29M

Mar 31, 26

+184.47K

0.27%

Auxano Advisors, LLC

1.01M

Mar 31, 26

-11.87K

0.21%

Capital Wealth Alliance, LLC

956.57K

Mar 31, 26

+2.47K

0.20%

WIT Partners Advisory Pte. Ltd.

941.22K

Mar 31, 26

+727.53K

0.20%

3EDGE Asset Management, LP

863.37K

Mar 31, 26

-89.73K

0.18%

STIFEL FINANCIAL CORP

858.34K

Mar 31, 26

+42.31K

0.18%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

853.30K

Mar 31, 26

-3.92K

0.18%

VAN DEN BERG MANAGEMENT I, INC

834.96K

Mar 31, 26

-19.89K

0.18%

BANK OF AMERICA CORP /DE/

832.84K

Mar 31, 26

-45.16K

0.17%

ADVISOR GROUP HOLDINGS, INC.

815.52K

Mar 31, 26

-261.09K

0.17%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

799.58K

Mar 31, 26

-179.84K

0.17%

BANK OF MONTREAL /CAN/

762.96K

Mar 31, 26

-169.51K

0.16%

SCOTIA CAPITAL INC.

750.25K

Mar 31, 26

-185.80K

0.16%

CIBC WORLD MARKET INC.

724.49K

Mar 31, 26

+19.09K

0.15%

NATIONAL BANK OF CANADA /FI/

692.87K

Mar 31, 26

+100.06K

0.15%

TCP Asset Management, LLC

657.92K

Mar 31, 26

+118.71K

0.14%

Private Advisor Group, LLC

638.59K

Mar 31, 26

+7.36K

0.13%

Integrated Wealth Concepts LLC

637.54K

Mar 31, 26

+117.46K

0.13%

Marex Group plc

635.06K

Mar 31, 26

-27.05K

0.13%

Spears Abacus Advisors LLC

617.29K

Mar 31, 26

+2.50K

0.13%

LEAVELL INVESTMENT MANAGEMENT, INC.

601.70K

Mar 31, 26

+84.39K

0.13%

O'Brien Greene & Co. Inc

581.42K

Mar 31, 26

+15.80K

0.12%

Cyndeo Wealth Partners, LLC

563.10K

Mar 31, 26

-133.33K

0.12%

Meixler Investment Management, Ltd.

548.74K

Mar 31, 26

-44.22K

0.12%

Fidelis Capital Partners, LLC

543.91K

Mar 31, 26

0.11%

LAIRD NORTON TRUST COMPANY, LLC

542.01K

Mar 31, 26

-26.63K

0.11%

Kingsview Wealth Management, LLC

536.50K

Mar 31, 26

+198.01K

0.11%

BIP Wealth, LLC

506.72K

Mar 31, 26

+15.37K

0.11%

K.J. Harrison & Partners Inc

505.28K

Mar 31, 26

+237.07K

0.11%

Prospera Financial Services Inc

489.78K

Mar 31, 26

+9.73K

0.10%

Weiss Asset Management LP

484.10K

Mar 31, 26

+484.10K

0.10%

Baird Financial Group, Inc.

481.00K

Mar 31, 26

+14.58K

0.10%

Sanctuary Advisors, LLC

467.11K

Mar 31, 26

+40.13K

0.10%

TD Waterhouse Canada Inc.

461.48K

Mar 31, 26

+77.83K

0.10%

JOHNSON INVESTMENT COUNSEL INC

456.67K

Mar 31, 26

+456.67K

0.10%

Toroso Investments, LLC

454.47K

Mar 31, 26

-308.09K

0.10%

Mountain Lake Investment Management LLC

450.34K

Mar 31, 26

-839

0.09%

Vident Advisory, LLC

445.59K

Mar 31, 26

+81.75K

0.09%

HENGEHOLD CAPITAL MANAGEMENT LLC

443.28K

Mar 31, 26

-22.47K

0.09%

Essex Financial Services, Inc.

405.03K

Mar 31, 26

+2.77K

0.08%

Summit Financial, LLC

399.31K

Mar 31, 26

-20.00K

0.08%

Global Endowment Management, LP

396.00K

Mar 31, 26

0.08%

Knoll Capital Management, LLC

387.06K

Mar 31, 26

+387.06K

0.08%

Farther Finance Advisors, LLC

378.88K

Mar 31, 26

-3.39K

0.08%

Accordant Advisory Group Inc

378.69K

Mar 31, 26

+18.98K

0.08%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

375.57K

Mar 31, 26

+375.57K

0.08%

TRANSCEND CAPITAL ADVISORS, LLC

373.17K

Mar 31, 26

+5.20K

0.08%

Guild Investment Management, Inc.

362.87K

Mar 31, 26

-975

0.08%

Kera Capital Partners, Inc.

361.38K

Mar 31, 26

+5.19K

0.08%

Ancora Advisors, LLC

347.93K

Mar 31, 26

-606

0.07%

Advisory Services Network, LLC

332.32K

Mar 31, 26

+20.06K

0.07%

Blueprint Investment Partners LLC

328.49K

Mar 31, 26

+30.94K

0.07%

Blueprint Financial Advisors LLC

328.49K

Mar 31, 26

+30.94K

0.07%

Pacific Sage Partners, LLC

327.78K

Mar 31, 26

+5.79K

0.07%

PHILADELPHIA TRUST CO

304.57K

Mar 31, 26

-24.83K

0.06%

MAI Capital Management

303.30K

Mar 31, 26

+513

0.06%

Janney Montgomery Scott LLC

298.90K

Mar 31, 26

+3.40K

0.06%

Mariner, LLC

295.08K

Mar 31, 26

-47.19K

0.06%

JPMORGAN CHASE & CO

289.79K

Mar 31, 26

-58.98K

0.06%

Proactive Wealth Strategies LLC

286.99K

Mar 31, 26

+143.49K

0.06%

MONEY CONCEPTS CAPITAL CORP

276.35K

Mar 31, 26

+25.06K

0.06%

Biltmore Family Office, LLC

274.99K

Mar 31, 26

-15.50K

0.06%

Ausdal Financial Partners, Inc.

272.81K

Mar 31, 26

-15.90K

0.06%

Phraction Management LLC

266.47K

Mar 31, 26

+31.00K

0.06%

COURAGE CAPITAL MANAGEMENT LLC

264.50K

Mar 31, 26

0.06%

MERCER GLOBAL ADVISORS INC /ADV

256.48K

Mar 31, 26

+126.38K

0.05%

Hubbell Strickland Wealth Management, LLC

250.72K

Mar 31, 26

-3.98K

0.05%

ArchPoint Investors

249.20K

Mar 31, 26

+1.00K

0.05%

PFG Investments, LLC

245.61K

Mar 31, 26

-13.26K

0.05%

Pensionmark Financial Group, LLC

245.14K

Mar 31, 26

+37.45K

0.05%

BLAIR WILLIAM & CO/IL

241.66K

Mar 31, 26

-8.51K

0.05%

Dakota Wealth Management

237.06K

Mar 31, 26

+36.44K

0.05%

NewEdge Wealth, LLC

234.12K

Mar 31, 26

-26.83K

0.05%

Steward Partners Investment Advisory, LLC

230.44K

Mar 31, 26

-36.09K

0.05%

Elevate Capital Advisors, LLC

227.40K

Mar 31, 26

+20.73K

0.05%

OBERNDORF WILLIAM E

224.44K

Mar 31, 26

-186.93K

0.05%

SILVERCREST ASSET MANAGEMENT GROUP LLC

222.11K

Mar 31, 26

-61.21K

0.05%

PNC FINANCIAL SERVICES GROUP, INC.

221.20K

Mar 31, 26

-5.56K

0.05%

Latigo Investments, LLC

214.13K

Mar 31, 26

0.04%

Eaton Financial Holdings Company, LLC

213.60K

Mar 31, 26

+8.79K

0.04%

Warwick Investment Management, Inc.

209.39K

Mar 31, 26

0.04%

OPPENHEIMER & CO INC

209.07K

Mar 31, 26

-7.21K

0.04%

Palumbo Wealth Management LLC

203.86K

Mar 31, 26

-444

0.04%

Creative Planning

200.98K

Mar 31, 26

-15.71K

0.04%

AQR CAPITAL MANAGEMENT LLC

200.06K

Mar 31, 26

+154

0.04%

Manatuck Hill Partners, LLC

200.00K

Mar 31, 26

-50.00K

0.04%

MACROVIEW INVESTMENT MANAGEMENT LLC

199.40K

Mar 31, 26

-4.20K

0.04%

CERTUITY, LLC

196.59K

Mar 31, 26

0.04%

Sentinus, LLC

196.44K

Mar 31, 26

-3.32K

0.04%

Chicago Capital, LLC

186.98K

Mar 31, 26

0.04%

Ameritas Advisory Services, LLC

182.24K

Mar 31, 26

-20.86K

0.04%

Geneos Wealth Management Inc.

180.48K

Mar 31, 26

-17.57K

0.04%

Beaumont Financial Advisors, LLC

176.32K

Mar 31, 26

-6.96K

0.04%

BROWN BROTHERS HARRIMAN & CO

172.92K

Mar 31, 26

-53.76K

0.04%

Gladstone Institutional Advisory LLC

171.12K

Mar 31, 26

+171.12K

0.04%

Abacus Planning Group, Inc.

170.88K

Mar 31, 26

0.04%

Empire Financial Management Company, LLC

165.51K

Mar 31, 26

+4.28K

0.03%

Pasadena Private Wealth, LLC

165.31K

Mar 31, 26

-95.19K

0.03%

EVERGREEN CAPITAL MANAGEMENT LLC

164.88K

Mar 31, 26

-78.01K

0.03%

Stratos Wealth Partners, LTD.

163.01K

Mar 31, 26

-1.73K

0.03%

Clearstead Advisors, LLC

150.03K

Mar 31, 26

+131

0.03%

Valued Retirements, Inc.

149.59K

Mar 31, 26

-1.06K

0.03%

Entruity Wealth, LLC

144.91K

Mar 31, 26

+2.07K

0.03%

CI Private Wealth, LLC

141.83K

Mar 31, 26

-56.82K

0.03%

Golden State Equity Partners

141.49K

Mar 31, 26

+141.49K

0.03%

NovaPoint Capital, LLC

140.34K

Mar 31, 26

-6.99K

0.03%

McIlrath & Eck, LLC

137.97K

Mar 31, 26

+137.97K

0.03%

Kerntke Otto McGlone Wealth Management Group

134.54K

Mar 31, 26

+13.64K

0.03%

Capital Group Private Client Services, Inc.

130.08K

Mar 31, 26

-264

0.03%

Rockefeller Capital Management L.P.

127.72K

Mar 31, 26

-18.68K

0.03%

XTX Topco Ltd

122.18K

Mar 31, 26

+97.91K

0.03%

Quadrant Private Wealth Management, LLC

114.22K

Mar 31, 26

+1.64K

0.02%

D.A. DAVIDSON & CO.

113.88K

Mar 31, 26

+14.82K

0.02%

Bruce G. Allen Investments, LLC

113.06K

Mar 31, 26

-19.24K

0.02%

Amitell Capital Pte Ltd

112.33K

Mar 31, 26

-50.30K

0.02%

Pine Valley Investments Ltd Liability Co

110.85K

Mar 31, 26

-19.67K

0.02%

STEPHENS INC /AR/

110.10K

Mar 31, 26

+75.17K

0.02%

Grand Central Investment Group

109.81K

Mar 31, 26

+850

0.02%

Belpointe Asset Management LLC

109.15K

Mar 31, 26

-10.26K

0.02%

New Harbor Financial Group, LLC

108.70K

Mar 31, 26

-1.65K

0.02%

FIDUCIARY TRUST CO

103.63K

Mar 31, 26

-6.75K

0.02%

BAILARD, INC.

97.37K

Mar 31, 26

-302

0.02%

Sonoma Private Wealth LLC

96.32K

Mar 31, 26

+15.04K

0.02%

VectorGlobal IAG, Inc.

96.02K

Mar 31, 26

+96.02K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

94.31K

Mar 31, 26

+3.54K

0.02%

E&G Advisors, LP

92.05K

Mar 31, 26

-326

0.02%

IHT Wealth Management, LLC

91.87K

Mar 31, 26

+18.71K

0.02%

Proficio Capital Partners LLC

89.84K

Mar 31, 26

-109.34K

0.02%

J.W. COLE ADVISORS, INC.

89.00K

Mar 31, 26

+4.69K

0.02%

HOLLENCREST CAPITAL MANAGEMENT

88.78K

Mar 31, 26

-1.91K

0.02%

AE Wealth Management LLC

88.64K

Mar 31, 26

+5.97K

0.02%

M. Kulyk & Associates, LLC

88.09K

Mar 31, 26

+88.09K

0.02%

NewEdge Advisors, LLC

87.62K

Mar 31, 26

-4.35K

0.02%

Cypress Capital Management LLC (WY)

87.56K

Mar 31, 26

+1.09K

0.02%

A. D. Beadell Investment Counsel, Inc.

87.28K

Mar 31, 26

-8.01K

0.02%

SPIREPOINT PRIVATE CLIENT, LLC

87.15K

Mar 31, 26

+285

0.02%

Guardian Partners Inc.

85.26K

Mar 31, 26

+261

0.02%

GUARDIAN WEALTH ADVISORS, LLC / NC

84.59K

Mar 31, 26

-8.61K

0.02%

Montis Financial, LLC

84.43K

Mar 31, 26

-1.91K

0.02%

Gateway Wealth Partners, LLC

82.58K

Mar 31, 26

+61.12K

0.02%

HARBOUR INVESTMENTS, INC.

80.73K

Mar 31, 26

+9.30K

0.02%

Freestone Capital Holdings, LLC

79.92K

Mar 31, 26

+332

0.02%

Moors & Cabot, Inc.

78.83K

Mar 31, 26

-2.68K

0.02%

CreativeOne Wealth, LLC

78.20K

Mar 31, 26

-29.62K

0.02%

Vise Technologies, Inc.

76.80K

Mar 31, 26

0.02%

North Star Investment Management Corp.

76.41K

Mar 31, 26

0.02%

Wealth Management Associates, Inc.

76.35K

Mar 31, 26

-2.65K

0.02%

HC Advisors, LLC

75.53K

Mar 31, 26

+4.03K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

74.92K

Mar 31, 26

-14.78K

0.02%

Wakefield Asset Management LLLP

74.52K

Mar 31, 26

-697

0.02%

Cerity Partners LLC

74.33K

Mar 31, 26

-10.55K

0.02%

SENTINEL PENSION ADVISORS INC

73.42K

Mar 31, 26

+2.90K

0.02%

CITY NATIONAL BANK OF FLORIDA /MSD

72.51K

Mar 31, 26

+14.71K

0.02%

MATRIX PRIVATE CAPITAL GROUP LLC

70.41K

Mar 31, 26

+70.41K

0.01%

MML INVESTORS SERVICES, LLC

70.12K

Mar 31, 26

+10.94K

0.01%

Apollon Wealth Management, LLC

69.85K

Mar 31, 26

+2.20K

0.01%

Sumitomo Mitsui Trust Group, Inc.

68.60K

Mar 31, 26

-4.30K

0.01%

TCG Advisory Services, LLC

68.15K

Mar 31, 26

+68.15K

0.01%

CWM, LLC

67.44K

Mar 31, 26

+1.49K

0.01%

RPS ADVISORY SOLUTIONS LLC

66.71K

Mar 31, 26

-27.48K

0.01%

EverSource Wealth Advisors, LLC

65.20K

Mar 31, 26

+8.68K

0.01%

St. James Investment Company, LLC

64.91K

Mar 31, 26

-21.84K

0.01%

Aptus Capital Advisors, LLC

64.19K

Mar 31, 26

-500

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

64.06K

Mar 31, 26

-750

0.01%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

62.63K

Mar 31, 26

-400

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

61.13K

Mar 31, 26

+50.00K

0.01%

AVENIR CORP

60.31K

Mar 31, 26

0.01%

BANQUE PICTET & CIE SA

60.18K

Mar 31, 26

0.01%

Quantinno Capital Management LP

59.93K

Mar 31, 26

+3.09K

0.01%

ORG Wealth Partners, LLC

59.64K

Mar 31, 26

-11.16K

0.01%

Rossby Financial, LCC

59.60K

Mar 31, 26

-50

0.01%

Larson Financial Group LLC

58.32K

Mar 31, 26

+646

0.01%

FOSTER DYKEMA CABOT & PARTNERS, LLC

58.08K

Mar 31, 26

0.01%

Financial Sense Advisors, Inc.

57.62K

Mar 31, 26

+42.00K

0.01%

UBS Group AG

57.60K

Mar 31, 26

-12.73K

0.01%

Baker Avenue Asset Management, LP

57.45K

Mar 31, 26

-1.70K

0.01%

CLARET ASSET MANAGEMENT Corp

55.73K

Mar 31, 26

-4.55K

0.01%

Waverly Advisors, LLC

55.23K

Mar 31, 26

+12.38K

0.01%

Insight Wealth Partners, LLC

54.48K

Mar 31, 26

-18.90K

0.01%

NWAM LLC

54.01K

Mar 31, 26

-16.20K

0.01%

Concurrent Investment Advisors, LLC

53.91K

Mar 31, 26

-39.97K

0.01%

Verity Asset Management, Inc.

53.80K

Mar 31, 26

+8.24K

0.01%

VanWeelden Wealth Management, LLC

53.73K

Mar 31, 26

+2.46K

0.01%

TruNorth Capital Management, LLC

53.50K

Mar 31, 26

0.01%

Hurley Capital, LLC

52.30K

Mar 31, 26

+1.13K

0.01%

REBALANCE, LLC

52.27K

Mar 31, 26

0.01%

ADE, LLC

52.21K

Mar 31, 26

0.01%

Independent Family Office, LLC

51.32K

Mar 31, 26

0.01%

Arkos Global Advisors

51.28K

Mar 31, 26

0.01%

Security National Bank

50.94K

Mar 31, 26

0.01%

WADDELL & ASSOCIATES, LLC

50.44K

Mar 31, 26

-774

0.01%

FAS Wealth Partners, Inc.

50.34K

Mar 31, 26

0.01%

Fort Point Capital Partners LLC

50.00K

Mar 31, 26

0.01%

COMMERCE BANK

49.72K

Mar 31, 26

+323

0.01%

TWO SIGMA SECURITIES, LLC

48.74K

Mar 31, 26

+38.06K

0.01%

StoneX Group Inc.

48.70K

Mar 31, 26

-792

0.01%

Euro Pacific Asset Management, LLC

46.44K

Mar 31, 26

-1.74K

0.01%

Lane Generational LLC

45.86K

Mar 31, 26

0.01%

L2 Asset Management, LLC

45.61K

Mar 31, 26

+5.32K

0.01%

Insight Advisors, LLC/ PA

45.51K

Mar 31, 26

-3.37K

0.01%

Atomi Financial Group, Inc.

44.84K

Mar 31, 26

+21.39K

0.01%

Independent Advisor Alliance

44.77K

Mar 31, 26

+26.64K

0.01%

PARK AVENUE SECURITIES LLC

43.98K

Mar 31, 26

+31.30K

0.01%

Colony Group, LLC

43.46K

Mar 31, 26

-12.10K

0.01%

Keel Point, LLC

43.31K

Mar 31, 26

+1.59K

0.01%

Black Diamond Financial, LLC

43.21K

Mar 31, 26

+43.21K

0.01%

Fielder Capital Group LLC

42.21K

Mar 31, 26

0.01%

Rehmann Capital Advisory Group

41.95K

Mar 31, 26

0.01%

M&T BANK CORP

41.89K

Mar 31, 26

-11.36K

0.01%

COZAD ASSET MANAGEMENT INC

41.88K

Mar 31, 26

+2.15K

0.01%

Brookwood Investment Group LLC

41.30K

Mar 31, 26

-18.51K

0.01%

FLOW TRADERS U.S. LLC

41.14K

Mar 31, 26

+17.56K

0.01%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

40.84K

Mar 31, 26

0.01%

ISLAY CAPITAL MANAGEMENT, LLC

40.16K

Mar 31, 26

0.01%

BOKF, NA

40.03K

Mar 31, 26

0.01%

VestGen Advisors, LLC

39.98K

Mar 31, 26

+623

0.01%

BENJAMIN EDWARDS INC

39.52K

Mar 31, 26

-900

0.01%

Beutel, Goodman & Co Ltd.

39.50K

Mar 31, 26

0.01%

WHITE PINE CAPITAL LLC

39.15K

Mar 31, 26

+612

0.01%

Cresset Asset Management, LLC

38.85K

Mar 31, 26

-201

0.01%

SIG North Trading, ULC

38.65K

Mar 31, 26

+38.65K

0.01%

TRUIST FINANCIAL CORP

38.59K

Mar 31, 26

-75.97K

0.01%

SILVER OAK SECURITIES, INCORPORATED

38.50K

Mar 31, 26

-40.10K

0.01%

BEAM WEALTH ADVISORS, INC.

38.27K

Mar 31, 26

+750

0.01%

Canal Capital Management, LLC

37.78K

Mar 31, 26

+37.78K

0.01%

Lido Advisors, LLC

37.67K

Mar 31, 26

-1.59K

0.01%

KAVAR CAPITAL PARTNERS GROUP, LLC

37.60K

Mar 31, 26

0.01%

COLUMBIA ADVISORY PARTNERS LLC

37.11K

Mar 31, 26

+2.13K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.99K

Mar 31, 26

-546.14K

0.01%

Andina Capital Management, LLC

36.99K

Mar 31, 26

0.01%

Crown Wealth Group, LLC

36.79K

Mar 31, 26

+775

0.01%

Arnhold LLC

36.49K

Mar 31, 26

0.01%

HOWE & RUSLING INC

36.05K

Mar 31, 26

+9.82K

0.01%

Oxbow Advisors, LLC

35.82K

Mar 31, 26

-4.46K

0.01%

SURIENCE PRIVATE WEALTH LLC

35.75K

Mar 31, 26

+25.45K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

35.12K

Mar 31, 26

0.01%

Pathstone Holdings, LLC

34.74K

Mar 31, 26

+145

0.01%

EP Wealth Advisors, LLC

34.73K

Mar 31, 26

+2.58K

0.01%

MILLENNIUM MANAGEMENT LLC

34.55K

Mar 31, 26

+34.55K

0.01%

Farringdon Capital, Ltd.

33.32K

Mar 31, 26

+33.32K

0.01%

Atria Investments, Inc

33.11K

Mar 31, 26

+15.62K

0.01%

Galvin, Gaustad & Stein, LLC

32.68K

Mar 31, 26

0.01%

WEDBUSH SECURITIES INC

32.53K

Mar 31, 26

+7.97K

0.01%

IFP Advisors, Inc

32.04K

Mar 31, 26

+628

0.01%

Avidian Wealth Solutions, LLC

31.89K

Mar 31, 26

-53.20K

0.01%

AdvisorNet Financial, Inc

31.58K

Mar 31, 26

+3.29K

0.01%

Discipline Wealth Solutions, LLC

31.50K

Mar 31, 26

+31.50K

0.01%

Sowell Financial Services LLC

31.48K

Mar 31, 26

-178.82K

0.01%

Merit Financial Group, LLC

31.39K

Mar 31, 26

+498

0.01%

IPG Investment Advisors LLC

31.34K

Mar 31, 26

-6.80K

0.01%

Allworth Financial LP

31.29K

Mar 31, 26

-1.28K

0.01%

WHALEROCK POINT PARTNERS, LLC

31.00K

Mar 31, 26

0.01%

FLP Wealth Management, LLC

30.37K

Mar 31, 26

-29.11K

0.01%

Latitude Advisors, LLC

30.11K

Mar 31, 26

-425

0.01%

Miracle Mile Advisors, LLC

30.07K

Mar 31, 26

0.01%

FIRST MANHATTAN CO. LLC.

29.00K

Mar 31, 26

-36.60K

0.01%

Fisher Asset Management, LLC

28.66K

Mar 31, 26

-1.39K

0.01%

J2 Capital Management Inc

28.60K

Mar 31, 26

-1.36K

0.01%

Sequoia Financial Advisors, LLC

28.55K

Mar 31, 26

+1.05K

0.01%

INGALLS & SNYDER LLC

28.39K

Mar 31, 26

-2.72K

0.01%

Foundations Investment Advisors, LLC

28.12K

Mar 31, 26

-4.09K

0.01%

BCS Wealth Management

27.83K

Mar 31, 26

-27.91K

0.01%

Enclave Advisors LLC

26.52K

Mar 31, 26

-65.01K

0.01%

U.S. Capital Wealth Advisors, LLC

26.32K

Mar 31, 26

-900

0.01%

Bank of New York Mellon Corp

26.28K

Mar 31, 26

-977

0.01%

AMERIPRISE FINANCIAL INC

26.20K

Mar 31, 26

-36.84K

0.01%

Straight Path Wealth Management

26.14K

Mar 31, 26

-2.00K

0.01%

Sound View Wealth Advisors Group, LLC

25.98K

Mar 31, 26

0.01%

HUNTINGTON NATIONAL BANK

25.86K

Mar 31, 26

-143.01K

0.01%

JOURNEY STRATEGIC WEALTH LLC

25.41K

Mar 31, 26

0.01%

Badgley Phelps Wealth Managers, LLC

25.20K

Mar 31, 26

+658

0.01%

Fortitude Advisory Group L.L.C.

25.16K

Mar 31, 26

0.01%

CM WEALTH ADVISORS LLC

24.71K

Mar 31, 26

+24.71K

0.01%

Community Bank, N.A.

24.65K

Mar 31, 26

0.01%

BROWN ADVISORY INC

24.56K

Mar 31, 26

+12.52K

0.01%

RIA Advisory Group LLC

24.49K

Mar 31, 26

+1.92K

0.01%

Nvest Financial, LLC

24.24K

Mar 31, 26

+523

0.01%

Equitable Holdings, Inc.

24.10K

Mar 31, 26

-9.71K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

23.90K

Mar 31, 26

+83

0.01%

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

23.87K

Mar 31, 26

0.01%

Lumbard & Kellner, LLC

23.86K

Mar 31, 26

+29

0.01%

Jump Financial, LLC

23.50K

Mar 31, 26

+23.50K

0.00%

Meridian Wealth Advisors, LLC

23.47K

Mar 31, 26

0.00%

S.A. Mason LLC

22.58K

Mar 31, 26

+520

0.00%

HRT FINANCIAL LP

22.43K

Mar 31, 26

+12.41K

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

22.21K

Mar 31, 26

-1.24K

0.00%

Cobblestone Asset Management LLC

22.02K

Mar 31, 26

+4.79K

0.00%

Peak Financial Management, Inc.

22.00K

Mar 31, 26

0.00%

MGO ONE SEVEN LLC

21.76K

Mar 31, 26

0.00%

HARMONY ASSET MANAGEMENT LLC

21.62K

Mar 31, 26

-4.55K

0.00%

Stratos Wealth Advisors, LLC

21.52K

Mar 31, 26

+291

0.00%

One Capital Management, LLC

21.50K

Mar 31, 26

0.00%

LITTLEJOHN FINANCIAL SERVICES, INC.

21.06K

Mar 31, 26

0.00%

Arkadios Wealth Advisors

20.77K

Mar 31, 26

+20.77K

0.00%

Ashton Thomas Private Wealth, LLC

20.63K

Mar 31, 26

0.00%

WELCH & FORBES LLC

19.55K

Mar 31, 26

0.00%

Simplicity Wealth,LLC

19.52K

Mar 31, 26

+1.63K

0.00%

Resources Investment Advisors, LLC.

19.09K

Mar 31, 26

-207

0.00%

BAROMETER CAPITAL MANAGEMENT INC.

19.00K

Mar 31, 26

+19.00K

0.00%

EVOKE WEALTH, LLC

19.00K

Mar 31, 26

0.00%

Kiker Wealth Management, LLC

18.76K

Mar 31, 26

+18.76K

0.00%

FIFTH THIRD BANCORP

18.71K

Mar 31, 26

-150

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

18.65K

Mar 31, 26

+270

0.00%

Rice Partnership, LLC

18.55K

Mar 31, 26

0.00%

AlphaStar Capital Management, LLC

18.43K

Mar 31, 26

+2.45K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

18.17K

Mar 31, 26

0.00%

BEACON FINANCIAL GROUP

18.04K

Mar 31, 26

-77

0.00%

Intrua Financial, LLC

17.79K

Mar 31, 26

-60.62K

0.00%

Arcadia Wealth Management, LLC

17.15K

Mar 31, 26

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

17.14K

Mar 31, 26

+5.00K

0.00%

Perigon Wealth Management, LLC

17.10K

Mar 31, 26

-450

0.00%

Apollon Financial, LLC

16.96K

Mar 31, 26

+4.48K

0.00%

SpringVest Wealth Management LLC

16.79K

Mar 31, 26

-100

0.00%

Tradition Wealth Management, LLC

16.73K

Mar 31, 26

+24

0.00%

Wealthspire Advisors, LLC

16.73K

Mar 31, 26

+16.73K

0.00%

Spire Wealth Management

16.49K

Mar 31, 26

+13.11K

0.00%

Capital Investment Advisors, LLC

16.27K

Mar 31, 26

-321

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

16.26K

Mar 31, 26

0.00%

OneAscent Financial Services LLC

16.17K

Mar 31, 26

+449

0.00%

Nadler Financial Group, Inc.

15.74K

Mar 31, 26

0.00%

Synergy Asset Management, LLC

15.71K

Mar 31, 26

+233

0.00%

TFR Capital, LLC.

15.64K

Mar 31, 26

0.00%

Rockport Wealth LLC

15.41K

Mar 31, 26

+1.40K

0.00%

Darwin Wealth Management, LLC

15.36K

Mar 31, 26

+524

0.00%

Cannon Financial Strategists, Inc.

15.33K

Mar 31, 26

+910

0.00%

IEQ CAPITAL, LLC

15.29K

Mar 31, 26

+15.29K

0.00%

HBK Sorce Advisory LLC

15.29K

Mar 31, 26

-6.96K

0.00%

Family Capital Trust Co

15.03K

Mar 31, 26

0.00%

SIGNATUREFD, LLC

15.00K

Mar 31, 26

0.00%

Baker Ellis Asset Management LLC

15.00K

Mar 31, 26

-2.00K

0.00%

NATIXIS ADVISORS, L.P.

14.59K

Mar 31, 26

-631

0.00%

PRELUDE CAPITAL MANAGEMENT, LLC

14.52K

Mar 31, 26

+3.00K

0.00%

Vawter Financial, Ltd.

14.50K

Mar 31, 26

0.00%

apricus wealth, LLC

14.50K

Mar 31, 26

-2.00K

0.00%

Bank Julius Baer & Co. Ltd, Zurich

14.28K

Mar 31, 26

-649

0.00%

Heritage Trust Co

13.85K

Mar 31, 26

0.00%

Koshinski Asset Management, Inc.

13.76K

Mar 31, 26

+180

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

13.72K

Mar 31, 26

-1.10K

0.00%

Soltis Investment Advisors LLC

13.70K

Mar 31, 26

-89

0.00%

Investor's Fiduciary Advisor Network, LLC

13.60K

Mar 31, 26

0.00%

PICTON MAHONEY ASSET MANAGEMENT

13.58K

Mar 31, 26

+13.58K

0.00%

Neuberger Berman Group LLC

13.37K

Mar 31, 26

0.00%

Wealth Alliance Advisory Group, LLC

13.29K

Mar 31, 26

0.00%

TOWER BRIDGE ADVISORS

13.10K

Mar 31, 26

+3.10K

0.00%

BEARING POINT CAPITAL, LLC

13.00K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

12.90K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

12.90K

Mar 31, 26

+2.95K

0.00%

Bleichroeder LP

12.54K

Mar 31, 26

0.00%

Brinker Capital Investments, LLC

12.20K

Mar 31, 26

-17.76K

0.00%

WCG Wealth Advisors LLC

12.10K

Mar 31, 26

+870

0.00%

Clarity Financial LLC

12.07K

Mar 31, 26

+548

0.00%

FSA Advisors, Inc.

11.93K

Mar 31, 26

+5.18K

0.00%

Forza Wealth Management, LLC

11.61K

Mar 31, 26

0.00%

Beacon Financial Advisory LLC

11.33K

Mar 31, 26

-37

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

11.17K

Mar 31, 26

-7.96K

0.00%

Apriem Advisors

11.14K

Mar 31, 26

+24

0.00%

Fairway Wealth LLC

11.11K

Mar 31, 26

0.00%

NICOLET BANKSHARES INC

11.04K

Mar 31, 26

+11.04K

0.00%

Snowden Capital Advisors LLC

11.04K

Mar 31, 26

-5.96K

0.00%

HOEY INVESTMENTS, INC

11.00K

Mar 31, 26

-3.00K

0.00%

HM PAYSON & CO

10.90K

Mar 31, 26

-1.25K

0.00%

CAPITAL CITY TRUST CO/FL

10.90K

Mar 31, 26

0.00%

Hunter Perkins Capital Management, LLC

10.82K

Mar 31, 26

+10.82K

0.00%

Willis Johnson & Associates, Inc.

10.82K

Mar 31, 26

+600

0.00%

Stillwater Wealth Management Group

10.80K

Mar 31, 26

0.00%

Modera Wealth Management, LLC

10.78K

Mar 31, 26

0.00%

Douglass Winthrop Advisors, LLC

10.67K

Mar 31, 26

0.00%

Capital Asset Advisory Services LLC

10.62K

Mar 31, 26

+10.62K

0.00%

Almanack Investment Partners, LLC.

10.59K

Mar 31, 26

-142

0.00%

OAK FAMILY ADVISORS, LLC

10.55K

Mar 31, 26

+111

0.00%

Diligent Investors, LLC

10.48K

Mar 31, 26

+1.30K

0.00%

Dorsey & Whitney Trust CO LLC

10.38K

Mar 31, 26

0.00%

Carnegie Lake Advisors LLC

10.20K

Mar 31, 26

0.00%

Investment Partners Asset Management, Inc.

10.17K

Mar 31, 26

+150

0.00%

WealthBridge Capital Management, LLC

10.17K

Mar 31, 26

-2.69K

0.00%

Secure Asset Management, LLC

10.17K

Mar 31, 26

0.00%

Savant Capital, LLC

10.16K

Mar 31, 26

+2.64K

0.00%

Mutual Advisors, LLC

10.12K

Mar 31, 26

-1.98K

0.00%

Clientfirst Wealth Management, LLC

10.00K

Mar 31, 26

0.00%

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

10.00K

Mar 31, 26

0.00%

GLENMEDE TRUST CO NA

10.00K

Mar 31, 26

0.00%

Resurgent Financial Advisors LLC

10.00K

Mar 31, 26

+10.00K

0.00%

Stonebridge Capital Advisors LLC

9.85K

Mar 31, 26

0.00%

Smithfield Trust Co

9.80K

Mar 31, 26

+1.45K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

9.80K

Mar 31, 26

+111

0.00%

McAdam, LLC

9.70K

Mar 31, 26

-45.33K

0.00%

Inspire Advisors, LLC

9.69K

Mar 31, 26

-17

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

9.55K

Mar 31, 26

0.00%

Wealth Dimensions Group, Ltd.

9.50K

Mar 31, 26

0.00%

NORTHERN TRUST CORP

9.47K

Mar 31, 26

+9.47K

0.00%

Plan Group Financial, LLC

9.30K

Mar 31, 26

+2.00K

0.00%

Pacific Wealth Management

9.22K

Mar 31, 26

+1.66K

0.00%

Clear Harbor Asset Management, LLC

9.12K

Mar 31, 26

+836

0.00%

DGS Capital Management, LLC

9.08K

Mar 31, 26

+9.08K

0.00%

Parvin Asset Management, LLC

9.04K

Mar 31, 26

-3

0.00%

Buckingham Strategic Partners

8.89K

Mar 31, 26

+8.89K

0.00%

Strait & Sound Wealth Management LLC

8.79K

Mar 31, 26

0.00%

Western Wealth Management, LLC

8.77K

Mar 31, 26

-1.56K

0.00%

ZACKS INVESTMENT MANAGEMENT

8.76K

Mar 31, 26

-569

0.00%

PECAUT & CO.

8.70K

Mar 31, 26

0.00%

Allen Capital Group, LLC

8.66K

Mar 31, 26

-4.76K

0.00%

Prime Capital Investment Advisors, LLC

8.63K

Mar 31, 26

-1.78K

0.00%

Asset Advisors Investment Management, LLC

8.60K

Mar 31, 26

0.00%

Accurate Wealth Management, LLC

8.60K

Mar 31, 26

-50

0.00%

Quotient Wealth Partners, LLC

8.60K

Mar 31, 26

+8.60K

0.00%

Kovack Advisors, Inc.

8.55K

Mar 31, 26

-21.00K

0.00%

Adviser Investments LLC

8.50K

Mar 31, 26

0.00%

Live Oak Private Wealth LLC

8.29K

Mar 31, 26

-2.96K

0.00%

Ledyard National Bank

8.19K

Mar 31, 26

0.00%

Forum Financial Management, LP

8.17K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

8.09K

Mar 31, 26

-847

0.00%

BLB&B Advisors, LLC

8.08K

Mar 31, 26

+8.08K

0.00%

Parallel Advisors, LLC

8.05K

Mar 31, 26

+1.24K

0.00%

WOODMONT INVESTMENT COUNSEL LLC

8.05K

Mar 31, 26

+366

0.00%

HB Wealth Management, LLC

8.04K

Mar 31, 26

+124

0.00%

ROBINSON SMITH WEALTH ADVISORS LLC

8.00K

Mar 31, 26

0.00%

Uniting Wealth Partners, LLC

8.00K

Mar 31, 26

0.00%

Summit Financial Wealth Advisors, LLC

8.00K

Mar 31, 26

0.00%

STANSBERRY ASSET MANAGEMENT, LLC

8.00K

Mar 31, 26

-6.00K

0.00%

MOSELEY INVESTMENT MANAGEMENT INC

7.90K

Mar 31, 26

0.00%

Cannon Advisors, Inc.

7.82K

Mar 31, 26

-60

0.00%

Sigma Planning Corp

7.79K

Mar 31, 26

-665

0.00%

Towneley Capital Management, Inc / DE

7.51K

Mar 31, 26

0.00%

FORVIS Wealth Advisors, LLC

7.49K

Mar 31, 26

-1.24K

0.00%

AlphaCore Capital LLC

7.44K

Mar 31, 26

-120.30K

0.00%

MANCHESTER FINANCIAL INC

7.36K

Mar 31, 26

0.00%

BESSEMER GROUP INC

7.26K

Mar 31, 26

+677

0.00%

Coastwise Capital Group, LLC

7.20K

Mar 31, 26

0.00%

TOTAL INVESTMENT MANAGEMENT INC

7.19K

Mar 31, 26

0.00%

Outlook Wealth Advisors, LLC

7.11K

Mar 31, 26

0.00%

CENTAURUS FINANCIAL, INC.

7.11K

Mar 31, 26

+226

0.00%

NFP Retirement, Inc.

7.03K

Mar 31, 26

+464

0.00%

Fiduciary Alliance LLC

7.03K

Mar 31, 26

-164

0.00%

KEATING INVESTMENT COUNSELORS INC

7.01K

Mar 31, 26

0.00%

Vontobel Holding Ltd.

7.00K

Mar 31, 26

-3.88K

0.00%

Joseph P. Lucia & Associates, LLC

6.96K

Mar 31, 26

0.00%

Meredith Wealth Planning

6.89K

Mar 31, 26

+6.89K

0.00%

DV Trading LLC

6.80K

Mar 31, 26

+800

0.00%

PKS Advisory Services, LLC

6.70K

Mar 31, 26

+6.70K

0.00%

Advisors Capital Management, LLC

6.63K

Mar 31, 26

0.00%

Summit Financial Strategies, Inc.

6.60K

Mar 31, 26

+330

0.00%

Hemenway Trust Co LLC

6.57K

Mar 31, 26

+6.57K

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

6.54K

Mar 31, 26

0.00%

Ironwood Investment Counsel, LLC

6.52K

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

6.50K

Mar 31, 26

0.00%

GWN SECURITIES INC.

6.46K

Mar 31, 26

+6.46K

0.00%

PINNACLE ASSOCIATES LTD

6.33K

Mar 31, 26

0.00%

Waldron Private Wealth LLC

6.30K

Mar 31, 26

+6.30K

0.00%

TCFG WEALTH MANAGEMENT, LLC

6.13K

Mar 31, 26

0.00%

Midwest Trust Co

6.11K

Mar 31, 26

0.00%

Pure Financial Advisors, LLC

6.09K

Mar 31, 26

0.00%

OFC FINANCIAL PLANNING, LLC

6.08K

Mar 31, 26

0.00%

Alternative Investment Advisors, LLC.

6.07K

Mar 31, 26

0.00%

CENTRAL BANK & TRUST CO

6.04K

Mar 31, 26

+6.04K

0.00%

BAKER BOYER NATIONAL BANK

6.01K

Mar 31, 26

+6.01K

0.00%

RHS Financial, LLC

6.01K

Mar 31, 26

-250

0.00%

Argyle Capital Partners, LLC

6.00K

Mar 31, 26

+6.00K

0.00%

SMITH, MOORE & CO.

5.96K

Mar 31, 26

-200

0.00%

Stonehage Fleming Financial Services Holdings Ltd

5.91K

Mar 31, 26

-6.57K

0.00%

NDWM LLC

5.87K

Mar 31, 26

+5.87K

0.00%

CAPITAL ADVISORS INC/OK

5.86K

Mar 31, 26

+5.86K

0.00%

Modern Wealth Management, LLC

5.85K

Mar 31, 26

+5.85K

0.00%

PFG Advisors

5.84K

Mar 31, 26

+5.84K

0.00%

1832 Asset Management L.P.

5.84K

Mar 31, 26

+5.84K

0.00%

Delta Investment Management, LLC

5.80K

Mar 31, 26

+5.80K

0.00%

Integrated Advisors Network LLC

5.71K

Mar 31, 26

+5.71K

0.00%

Marks Group Wealth Management, Inc

5.71K

Mar 31, 26

+5.71K

0.00%

Investmark Advisory Group LLC

5.68K

Mar 31, 26

+5.68K

0.00%

Verdence Capital Advisors LLC

5.66K

Mar 31, 26

+5.66K

0.00%

Red Tortoise LLC

5.60K

Mar 31, 26

0.00%

Evergreen Private Wealth LLC

5.40K

Mar 31, 26

0.00%

SEGALL BRYANT & HAMILL, LLC

5.20K

Mar 31, 26

+5.20K

0.00%

Colonial Trust Advisors

5.00K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

5.00K

Mar 31, 26

0.00%

Pacific Center for Financial Services

4.71K

Mar 31, 26

-4.04K

0.00%

Root Financial Partners, LLC

4.00K

Mar 31, 26

+4.00K

0.00%

Smartleaf Asset Management LLC

3.94K

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

3.91K

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

3.79K

Mar 31, 26

+3.20K

0.00%

FRANKLIN RESOURCES INC

3.50K

Mar 31, 26

+1.00K

0.00%

Ronald Blue Trust, Inc.

3.25K

Mar 31, 26

0.00%

Evelyn Partners Investment Management (Europe) Ltd

3.25K

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

3.06K

Mar 31, 26

-191

0.00%

First Command Advisory Services, Inc.

2.81K

Mar 31, 26

-984

0.00%

ATLAS CAPITAL ADVISORS LLC

2.70K

Mar 31, 26

-4.50K

0.00%

BlackRock, Inc.

2.57K

Mar 31, 26

-1.00K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

2.40K

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

2.27K

Mar 31, 26

+109

0.00%

NBC SECURITIES, INC.

2.23K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

2.18K

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

2.08K

Mar 31, 26

+400

0.00%

Quent Capital, LLC

2.00K

Mar 31, 26

+2.00K

0.00%

KELLEHER FINANCIAL ADVISORS

1.84K

Mar 31, 26

+1.84K

0.00%

US BANCORP \DE\

1.80K

Mar 31, 26

+315

0.00%

Strategic Advocates LLC

1.73K

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

1.70K

Mar 31, 26

+1.50K

0.00%

Intelligent Financial Strategies

1.52K

Mar 31, 26

0.00%

ASSETMARK, INC

1.39K

Mar 31, 26

-363

0.00%

Cheviot Value Management, LLC

1.36K

Mar 31, 26

+190

0.00%

Missouri Trust & Investment Co

1.35K

Mar 31, 26

0.00%

Oakworth Capital, Inc.

1.34K

Mar 31, 26

+1.34K

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

1.34K

Mar 31, 26

-1.69K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.27K

Mar 31, 26

0.00%

MTM Investment Management, LLC

1.20K

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.16K

Mar 31, 26

+812

0.00%

Scarborough Advisors, LLC

1.15K

Mar 31, 26

+1.10K

0.00%

Tradewinds Capital Management, LLC

1.09K

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

1.04K

Mar 31, 26

+1.04K

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

1.01K

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

1.00K

Mar 31, 26

0.00%

Manchester Capital Management LLC

1.00K

Mar 31, 26

0.00%

MOTCO

978

Mar 31, 26

+978

0.00%

SWAN Capital LLC

951

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

903

Mar 31, 26

0.00%

MATHER GROUP, LLC.

897

Mar 31, 26

+897

0.00%

JNBA Financial Advisors

883

Mar 31, 26

-177

0.00%

Dunhill Financial, LLC

850

Mar 31, 26

0.00%

Bank of New Hampshire

800

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

768

Mar 31, 26

-14.50K

0.00%

Parkside Financial Bank & Trust

750

Mar 31, 26

-750

0.00%

Strategic Wealth Partners, Ltd.

692

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

672

Mar 31, 26

+672

0.00%

Costello Asset Management, INC

600

Mar 31, 26

+100

0.00%

FINANCIAL CONSULATE, INC

587

Mar 31, 26

+300

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

572

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

515

Mar 31, 26

+515

0.00%

PIN OAK INVESTMENT ADVISORS INC

485

Mar 31, 26

0.00%

Kilter Group LLC

482

Mar 31, 26

0.00%

Silicon Valley Capital Partners

475

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

351

Mar 31, 26

+109

0.00%

Reyes Financial Architecture, Inc.

307

Mar 31, 26

+307

0.00%

Physician Wealth Advisors, Inc.

287

Mar 31, 26

0.00%

Caitlin John, LLC

250

Mar 31, 26

+50

0.00%

BFSG, LLC

250

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

192

Mar 31, 26

-422

0.00%

DecisionPoint Financial, LLC

150

Mar 31, 26

0.00%

Morton Brown Family Wealth, LLC

116

Mar 31, 26

-143

0.00%

American Capital Advisory, LLC

Mar 31, 26

+74

0.00%

Strengthening Families & Communities, LLC

Mar 31, 26

0.00%

Aviso Financial Inc.

Mar 31, 26

+65

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

Paladin Advisory Group, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-259

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

+39

0.00%

Prestige Wealth Management Group LLC

Mar 31, 26

0.00%

Activest Wealth Management

Mar 31, 26

0.00%

Optiver Holding B.V.

Mar 31, 26

-322

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-374.03K

COHEN & STEERS, INC.

Mar 31, 26

-522.15K

O'ROURKE & COMPANY, Inc

Mar 31, 26

-6.42K

Luminist Capital LLC

Mar 31, 26

-400

THOROUGHBRED FINANCIAL SERVICES, LLC

Mar 31, 26

-6.42K

Triton Wealth Management, PLLC

Mar 31, 26

-5.52K

TIEMANN INVESTMENT ADVISORS, LLC

Mar 31, 26

-10.00K

TOWNSQUARE CAPITAL LLC

Mar 31, 26

-8.65K

Colonial Trust Co / SC

Mar 31, 26

-3.62K

Laurel Wealth Advisors LLC

Mar 31, 26

-441

Cushing Capital Partners, LLC

Mar 31, 26

-8.71K

Kohmann Bosshard Financial Services, LLC

Mar 31, 26

-1.00K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-14.84K

Tranquilli Financial Advisor LLC

Mar 31, 26

-8.00K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-2.19K

Pekin Hardy Strauss, Inc.

Mar 31, 26

-4.32M

WS Portfolio Advisory, LLC

Mar 31, 26

-10.52K

Advyzon Investment Management, LLC

Mar 31, 26

-7.11K

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

-84

IFG Advisory, LLC

Mar 31, 26

-16.07K

Avantax Planning Partners, Inc.

Mar 31, 26

-6.66K

ALEXANDER LABRUNERIE & CO., INC.

Mar 31, 26

-6.23K

PRINCIPAL SECURITIES, INC.

Mar 31, 26

-12.60K

ARS Wealth Advisors Group, LLC

Mar 31, 26

-9.56K

Lodestone Wealth Management LLC

Mar 31, 26

-203

True North Advisors, LLC

Mar 31, 26

-30.66K

CITADEL ADVISORS LLC

Mar 31, 26

-10.00K

Concord Wealth Partners

Mar 31, 26

-1.60K

Pictet Asset Management Holding SA

Mar 31, 26

-129.41K

Asset Allocation Strategies LLC

Mar 31, 26

-17.88K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-2.17K

Sovran Advisors, LLC

Mar 31, 26

-9.59K

Polar Asset Management Partners Inc.

Mar 31, 26

-6.06M

Madrona Financial Services, LLC

Mar 31, 26

-6.89K

Heritage Wealth Advisors

5.14M

Dec 31, 25

+5.14M

1.08%

ORG Partners LLC

130.78K

Dec 31, 25

-48.48K

0.03%

CIBC Private Wealth Group, LLC

111.51K

Dec 31, 25

+8.03K

0.02%

Hedges Asset Management LLC

65.00K

Dec 31, 25

0.01%

PURE PORTFOLIOS HOLDINGS LLC

11.99K

Dec 31, 25

-60

0.00%

NICOLET ADVISORY SERVICES, LLC

11.04K

Dec 31, 25

0.00%

Principia Wealth Advisory, LLC

7.39K

Dec 31, 25

-1.89K

0.00%

Nalls Sherbakoff Group, LLC

5.23K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

1.10K

Dec 31, 25

0.00%

SageView Advisory Group, LLC

900

Dec 31, 25

+900

0.00%

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-199.30K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-105

Heritage Financial Services, LLC

Dec 31, 25

-6.79K

Bard Financial Services, Inc.

88.00K

Sep 30, 25

-1.22K

0.02%

OPTIMUM INVESTMENT ADVISORS

35.70K

Sep 30, 25

0.01%

Apexium Financial, LP

21.50K

Sep 30, 25

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

20.55K

Sep 30, 25

0.00%

Glenmede Investment Management, LP

10.00K

Sep 30, 25

0.00%

Sonora Investment Management Group, LLC

8.94K

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

5.54K

Sep 30, 25

+5.54K

0.00%

Guerra Advisors Inc

218

Sep 30, 25

+218

0.00%

Financial Advocates Investment Management

Sep 30, 25

-73.20K

AVANTAX ADVISORY SERVICES, INC.

545.10K

Jun 30, 25

+133.00K

0.11%

Atria Wealth Solutions, Inc.

123.01K

Jun 30, 25

-283.03K

0.03%

BLACK POINT WEALTH MANAGEMENT

28.30K

Jun 30, 25

-64.16K

0.01%

MENLO ADVISORS LLC

12.00K

Jun 30, 25

0.00%

Graypoint LLC

9.73K

Jun 30, 25

-43

0.00%

Legacy Investment Solutions, LLC

1.41K

Jun 30, 25

+1.41K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

236

Jun 30, 25

+236

0.00%

Financial Gravity Companies, Inc.

Jun 30, 25

+30

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

-1.77K

Cutter & CO Brokerage, Inc.

31.34K

Mar 31, 25

+10.09K

0.01%

Aveo Capital Partners, LLC

29.21K

Mar 31, 25

-914

0.01%

Orion Portfolio Solutions, LLC

21.48K

Mar 31, 25

+2.11K

0.00%

Rappaport Reiches Capital Management, LLC

11.38K

Mar 31, 25

0.00%

WR Wealth Planners, LLC

6.30K

Dec 31, 24

-5

0.00%

Sugarloaf Wealth Management, LLC

6.00K

Dec 31, 24

0.00%

RAYMOND JAMES & ASSOCIATES

1.60M

Sep 30, 24

+677.62K

0.34%

Bridge Advisory, LLC

607.67K

Sep 30, 24

-10.68K

0.13%

Raymond James Financial Services Advisors, Inc.

524.78K

Sep 30, 24

-23.66K

0.11%

SpiderRock Advisors, LLC

32.79K

Sep 30, 24

+32.79K

0.01%

RAYMOND JAMES TRUST N.A.

23.25K

Sep 30, 24

-710

0.00%

PRIO WEALTH LIMITED PARTNERSHIP

21.00K

Sep 30, 24

0.00%

Argent Financial Group, Inc.

11.99K

Sep 30, 24

+11.99K

0.00%

FinTrust Capital Advisors, LLC

11.19K

Sep 30, 24

-2.47K

0.00%

Carmichael Hill & Associates, Inc.

3.28K

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

622

Sep 30, 24

+622

0.00%

Planning Capital Management Corp

125

Sep 30, 24

+125

0.00%

Epic Trust Investment Advisors, LLC

15.49K

Jun 30, 24

0.00%

Coombe, Bender & Co LLC

10.50K

Jun 30, 24

+10.50K

0.00%

BlackRock Inc.

Jun 30, 24

-475

ICA Group Wealth Management, LLC

Jun 30, 24

-2.90K

Cetera Advisor Networks LLC

957.81K

Mar 31, 24

-29.33K

0.20%

Cetera Advisors LLC

93.89K

Mar 31, 24

+61.79K

0.02%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

19.23K

Mar 31, 24

0.00%

Highlander Capital Management, LLC

13.20K

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

10.49K

Mar 31, 24

0.00%

Retirement Group, LLC

1.14K

Mar 31, 24

0.00%

Grey Street Capital, LLC

Mar 31, 24

-132.37K

Simplicity Solutions, LLC

3.94M

Dec 31, 23

-98.40K

0.83%

Cannell & Co.

618.34K

Dec 31, 23

-243.72K

0.13%

Weiss Multi-Strategy Advisers LLC

316.10K

Dec 31, 23

-21.78K

0.07%

TELEMUS CAPITAL, LLC

139.53K

Dec 31, 23

-6.87K

0.03%

J Arnold Wealth Management Co

41.25K

Dec 31, 23

-3.80K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

31.12K

Dec 31, 23

+31.12K

0.01%

Antonetti Capital Management LLC

66.65K

Sep 30, 23

+66.65K

0.01%

FOSTER DYKEMA CABOT & CO INC/MA

60.33K

Sep 30, 23

0.01%

PATHSTONE FAMILY OFFICE, LLC

45.80K

Sep 30, 23

+23.65K

0.01%

Vident Investment Advisory, LLC

255.78K

Jun 30, 23

-61.26K

0.05%

TIAA, FSB

121.92K

Jun 30, 23

0.03%

Veritable, L.P.

23.65K

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

21.49K

Jun 30, 23

+21.49K

0.00%

Catalyst Wealth Management, LLC

17.68K

Mar 31, 23

0.00%

CTC Capital Management, LLC

Mar 31, 23

-39.40K

BENNICAS & ASSOCIATES, INC.

179.51K

Dec 31, 22

-1.20K

0.04%

BOENNING & SCATTERGOOD, INC.

126.44K

Dec 31, 22

-410

0.03%

GOFEN & GLOSSBERG LLC /IL/

21.64K

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

3.65K

Dec 31, 22

0.00%

Capital Directions Investment Advisors, LLC

842

Dec 31, 22

+842

0.00%

Danda Trouve Investment Management, Inc.

407.62K

Sep 30, 22

-3.67K

0.09%

Beaumont Financial Partners, LLC

134.15K

Sep 30, 22

+16.65K

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

24.13K

Sep 30, 22

+154

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

6.66K

Sep 30, 22

+6.66K

0.00%

American Portfolios Advisors

6.35K

Sep 30, 22

+520

0.00%

Covington Capital Management

4.50K

Sep 30, 22

-200

0.00%

FourThought Financial, LLC

Sep 30, 22

-500

0.00%

B. Riley Wealth Management, Inc.

166.66K

Jun 30, 22

+2.57K

0.03%

Frontier Wealth Management LLC

72.70K

Jun 30, 22

0.02%

Cordasco Financial Network

24.75K

Jun 30, 22

0.01%

BIVIN & ASSOCIATES, INC.

287

Jun 30, 22

0.00%

Legacy Capital Partners, Inc.

347.83K

Mar 31, 22

-21.35K

0.07%

Barrett Asset Management, LLC

Mar 31, 22

-1.65K

Doman Group, LLC

261.06K

Dec 31, 21

+261.06K

0.05%

NEXT Financial Group, Inc

65.48K

Dec 31, 21

-815

0.01%

Carroll Financial Associates, Inc.

43.97K

Dec 31, 21

-7.65K

0.01%

Castle Financial & Retirement Planning Associates, Inc.

5.17K

Dec 31, 21

+5.17K

0.00%

Cardan Capital Partners, LLC

20.00K

Sep 30, 21

0.00%

Sonora Investment Management, LLC

10.84K

Sep 30, 21

+5.50K

0.00%

Nachman Norwood & Parrott, Inc

35.00K

Jun 30, 21

0.01%

USCA RIA LLC

26.94K

Jun 30, 21

+1.00K

0.01%

Hoover Financial Advisors, Inc.

1.88K

Jun 30, 21

0.00%

OLD MISSION CAPITAL, LLC

61.83K

Dec 31, 20

+61.83K

0.01%

Filament LLC

1.09M

Sep 30, 20

+1.09M

0.23%

Lucia Wealth Services, LLC

628.28K

Sep 30, 20

+129.65K

0.13%

Wellesley Investment Partners, LLC

20.50K

Sep 30, 20

+20.50K

0.00%

Partnervest Advisory Services LLC

19.04K

Sep 30, 20

0.00%

Independence Advisors, LLC

Sep 30, 20

-11.03K

Jupiter Investment Management Ltd

2.03M

Jun 30, 20

+2.03M

0.43%

FRONTIER INVESTMENT MGMT CO

131.56K

Jun 30, 20

+22.98K

0.03%

Beacon Pointe Wealth Advisors, LLC

527.85K

Dec 31, 19

-17.45K

0.11%

LADENBURG THALMANN FINANCIAL SERVICES INC.

132.45K

Dec 31, 19

+8.72K

0.03%

Advisor Group, Inc.

68.45K

Dec 31, 19

+1.70K

0.01%

BB&T SECURITIES, LLC

13.71K

Sep 30, 19

+2.71K

0.00%

CHEMICAL BANK

Jun 30, 19

-19.64K

Benchmark Capital Advisors

263.22K

Dec 31, 18

+5.85K

0.06%

WealthTrust-Arizona, LLC

4.17K

Dec 31, 18

0.00%

BREMER TRUST NATIONAL ASSOCIATION

1.36K

Dec 31, 18

+1.36K

0.00%

CUE ADVISORY SERVICES, INC.

10.25K

Sep 30, 18

0.00%

CATAWBA CAPITAL MANAGEMENT /VA

28.21K

Jun 30, 18

-1.94K

0.01%

ASSET ADVISORS CORP

8.60K

Jun 30, 18

0.00%

Bellwether Investment Group, LLC

18.31K

Dec 31, 17

-1.02K

0.00%

CROFT-LEOMINSTER INC

Dec 31, 17

-40.80K

NATIONAL PLANNING CORP

Dec 31, 17

-35.14K

Smith Affiliated Capital Corp.

332.70K

Sep 30, 17

-22.61K

0.07%

Concert Wealth Management Inc.

21.59K

Sep 30, 17

+21.59K

0.00%

Commonwealth Equity Services, Inc

1.07M

Jun 30, 17

-17.52K

0.22%

WFG Advisors, LP

153.83K

Jun 30, 17

+5.66K

0.03%

Virtu KCG Holdings LLC

Jun 30, 17

-43.45K

TIAA CREF TRUST CO FSB/MO

67.00K

Mar 31, 17

0.01%

MSI Financial Services Inc

36.05K

Dec 31, 16

-8.88K

0.01%

Saddle Road Partners, LLC

17.23K

Dec 31, 16

0.00%

Limestone Value Partners, LLC

19.60K

Sep 30, 16

0.00%

Gupta Wealth Management LLC

4.50K

Mar 31, 16

0.00%

VALLEY FORGE ASSET MANAGEMENT, LLC

15.00K

Dec 31, 15

0.00%

Pinnacle Summer Investments, Inc.

Dec 31, 15

-26.75K

CITY NATIONAL BANK

65.46K

Sep 30, 15

0.01%

ORRELL CAPITAL MANAGEMENT INC

18.20K

Sep 30, 15

-28.90K

0.00%

Seamans Capital Management, LLC

Sep 30, 15

-66.84K

PORTOLA GROUP INC /CA

708.11K

Jun 30, 15

-33.30K

0.15%

Altus Capital Inc.

28.40K

Jun 30, 15

-11.50K

0.01%

BAIRD ROBERT W & CO INC /WI/

87.75K

Mar 31, 15

+1.00K

0.02%

STERNE AGEE GROUP, INC.

43.65K

Mar 31, 15

+43.65K

0.01%

Mariner Wealth Advisors-NYC, LLC

5.76K

Mar 31, 15

+5.76K

0.00%

STANCORP INVESTMENT ADVISERS INC

200

Mar 31, 15

+200

0.00%

NEW ENGLAND SECURITIES CORP /MA/

52.97K

Dec 31, 14

-1.32K

0.01%

Placemark Investments, Inc.

43.55K

Dec 31, 14

+1.07K

0.01%

UBS AG

49.40K

Sep 30, 14

-4.86K

0.01%

OTA LLC

412.80K

Jun 30, 14

+412.80K

0.09%

KMS FINANCIAL SERVICES, INC

43.18K

Jun 30, 14

-92.07K

0.01%

Compass Efficient Model Portfolios, LLC

2.99K

Dec 31, 13

0.00%

STIFEL NICOLAUS & CO INC \MO\

60.63K

Sep 30, 13

+1.97K

0.01%

KNIGHT CAPITAL GROUP LLC

29.68K

Jun 30, 13

+12.21K

0.01%

CITY NATIONAL ROCHDALE, LLC

16.02K

Dec 31, 12

+16.02K

0.00%

First Allied Securities, Inc.

1.00K

Jun 30, 12

-3.46K

0.00%