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SCZ(SCZ)

SCZ

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Holder

Date

Change

% Held

JONES FINANCIAL COMPANIES LLLP

49.43M

Mar 31, 26

+14.34M

29.08%

NATIXIS ADVISORS, L.P.

12.71M

Mar 31, 26

+1.57M

7.47%

FMR LLC

4.67M

Mar 31, 26

+1.96M

2.75%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.35M

Mar 31, 26

+4.35M

2.56%

Creative Planning

3.92M

Mar 31, 26

-76.73K

2.31%

BlackRock, Inc.

3.79M

Mar 31, 26

+381.69K

2.23%

State of New Jersey Common Pension Fund D

3.70M

Mar 31, 26

2.18%

Bank of New York Mellon Corp

3.17M

Mar 31, 26

+21.03K

1.87%

GOLDMAN SACHS GROUP INC

3.04M

Mar 31, 26

+344.40K

1.79%

MORGAN STANLEY

2.50M

Mar 31, 26

+105.69K

1.47%

BANK OF AMERICA CORP /DE/

2.45M

Mar 31, 26

+639.77K

1.44%

WELLINGTON MANAGEMENT GROUP LLP

1.48M

Mar 31, 26

+285.94K

0.87%

NORTHERN TRUST CORP

1.30M

Mar 31, 26

+34.82K

0.76%

Colony Group, LLC

1.28M

Mar 31, 26

-11.80K

0.76%

Cassaday & Co Wealth Management LLC

1.26M

Mar 31, 26

-12.82K

0.74%

Cetera Investment Advisers

1.13M

Mar 31, 26

+54.82K

0.67%

UBS Group AG

975.24K

Mar 31, 26

+199.54K

0.57%

Modera Wealth Management, LLC

894.86K

Mar 31, 26

-21.39K

0.53%

BRYN MAWR TRUST Co

861.10K

Mar 31, 26

-15.30K

0.51%

LPL Financial LLC

848.78K

Mar 31, 26

-7.62K

0.50%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

720.17K

Mar 31, 26

+56.58K

0.42%

HighTower Advisors, LLC

701.25K

Mar 31, 26

+9.85K

0.41%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

686.29K

Mar 31, 26

+658.64K

0.40%

State of Tennessee, Treasury Department

625.92K

Mar 31, 26

-33

0.37%

Nuveen, LLC

616.80K

Mar 31, 26

+365.30K

0.36%

Financial Advisory Corp

581.87K

Mar 31, 26

-11.07K

0.34%

ENVESTNET ASSET MANAGEMENT INC

576.96K

Mar 31, 26

-9.17K

0.34%

FORVIS Wealth Advisors, LLC

576.02K

Mar 31, 26

-18.36K

0.34%

NATIONAL BANK OF CANADA /FI/

539.17K

Mar 31, 26

+515.44K

0.32%

BANK OF MONTREAL /CAN/

531.69K

Mar 31, 26

-186.57K

0.31%

PNC FINANCIAL SERVICES GROUP, INC.

496.92K

Mar 31, 26

-15.15K

0.29%

CI Private Wealth, LLC

491.44K

Mar 31, 26

-770

0.29%

WELLS FARGO & COMPANY/MN

476.32K

Mar 31, 26

+113.83K

0.28%

MONETA GROUP INVESTMENT ADVISORS LLC

469.19K

Mar 31, 26

+22.29K

0.28%

Baker Avenue Asset Management, LP

446.79K

Mar 31, 26

+1.84K

0.26%

Plancorp, LLC

414.37K

Mar 31, 26

-429

0.24%

Wealthcare Advisory Partners LLC

406.17K

Mar 31, 26

+2.48K

0.24%

MAI Capital Management

376.17K

Mar 31, 26

+9.35K

0.22%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

375.06K

Mar 31, 26

-7.82K

0.22%

MERCER GLOBAL ADVISORS INC /ADV

367.66K

Mar 31, 26

+65.49K

0.22%

Bear Mountain Capital, Inc.

333.63K

Mar 31, 26

+8.31K

0.20%

CHOREO, LLC

314.11K

Mar 31, 26

-11.12K

0.18%

Arvest Bank Trust Division

313.65K

Mar 31, 26

-4.87K

0.18%

FIFTH THIRD BANCORP

302.86K

Mar 31, 26

+81.37K

0.18%

SHAKESPEARE WEALTH MANAGEMENT, INC.

297.52K

Mar 31, 26

+2.58K

0.18%

Pure Financial Advisors, LLC

293.54K

Mar 31, 26

+4.45K

0.17%

Ballentine Partners, LLC

290.14K

Mar 31, 26

-2.55K

0.17%

CITADEL ADVISORS LLC

287.65K

Mar 31, 26

+287.65K

0.17%

STIFEL FINANCIAL CORP

250.69K

Mar 31, 26

+1.73K

0.15%

Mill Creek Capital Advisors, LLC

241.78K

Mar 31, 26

-25.71K

0.14%

Aspect Partners, LLC

239.05K

Mar 31, 26

+223.85K

0.14%

Bryn Mawr Capital Management, LLC

230.76K

Mar 31, 26

+30.90K

0.14%

FSM Wealth Advisors, LLC

229.23K

Mar 31, 26

+10.81K

0.13%

MISSION WEALTH MANAGEMENT, LP

228.13K

Mar 31, 26

+4.14K

0.13%

IMA Wealth, Inc.

225.29K

Mar 31, 26

+100.37K

0.13%

COMMONWEALTH EQUITY SERVICES, LLC

213.15K

Mar 31, 26

-777

0.13%

Savant Capital, LLC

212.80K

Mar 31, 26

+23.61K

0.13%

RAYMOND JAMES FINANCIAL INC

210.95K

Mar 31, 26

+7.07K

0.12%

JPMORGAN CHASE & CO

208.76K

Mar 31, 26

-1.11M

0.12%

TRUIST FINANCIAL CORP

206.21K

Mar 31, 26

-14.57K

0.12%

Cambridge Investment Research Advisors, Inc.

203.74K

Mar 31, 26

+86.19K

0.12%

Envestnet Portfolio Solutions, Inc.

200.78K

Mar 31, 26

-2.36K

0.12%

FIRST CITIZENS BANK & TRUST CO

197.14K

Mar 31, 26

-4.23K

0.12%

TIAA TRUST, NATIONAL ASSOCIATION

196.51K

Mar 31, 26

-15.32M

0.12%

ADVISOR GROUP HOLDINGS, INC.

190.74K

Mar 31, 26

+5.50K

0.11%

EXENCIAL WEALTH ADVISORS, LLC

179.88K

Mar 31, 26

-2.19K

0.11%

Sequoia Financial Advisors, LLC

175.41K

Mar 31, 26

-11.69K

0.10%

Wealth Architects, LLC

175.08K

Mar 31, 26

-4.89K

0.10%

RTD Financial Advisors, Inc.

170.86K

Mar 31, 26

-1.44K

0.10%

Checchi Capital Advisers, LLC

169.12K

Mar 31, 26

-15.25K

0.10%

Mariner, LLC

163.98K

Mar 31, 26

+4.58K

0.10%

CAPTRUST FINANCIAL ADVISORS

160.18K

Mar 31, 26

+2.43K

0.09%

Klingman & Associates, LLC

156.77K

Mar 31, 26

-905

0.09%

Lido Advisors, LLC

152.29K

Mar 31, 26

+119.77K

0.09%

Pathstone Holdings, LLC

152.27K

Mar 31, 26

-934

0.09%

Federation des caisses Desjardins du Quebec

149.02K

Mar 31, 26

+145.52K

0.09%

ROYAL BANK OF CANADA

143.45K

Mar 31, 26

-9.12K

0.08%

ALESCO ADVISORS LLC

143.11K

Mar 31, 26

-3.26K

0.08%

Shoker Investment Counsel, Inc.

142.83K

Mar 31, 26

+1.67K

0.08%

Omega Financial Group, LLC

141.41K

Mar 31, 26

+611

0.08%

Brand Asset Management Group, Inc.

139.74K

Mar 31, 26

-8.82K

0.08%

RMB Capital Management, LLC

138.83K

Mar 31, 26

+23.88K

0.08%

CULLEN/FROST BANKERS, INC.

135.48K

Mar 31, 26

-12.34K

0.08%

Sound Stewardship, LLC

131.93K

Mar 31, 26

+650

0.08%

NewEdge Advisors, LLC

131.34K

Mar 31, 26

+8.79K

0.08%

Frontier Asset Management, LLC

129.91K

Mar 31, 26

+109.10K

0.08%

DORVAL Corp

129.50K

Mar 31, 26

-5.87K

0.08%

WESCAP Management Group, Inc.

129.01K

Mar 31, 26

+400

0.08%

AMERIPRISE FINANCIAL INC

126.25K

Mar 31, 26

-19.88K

0.07%

Baird Financial Group, Inc.

122.74K

Mar 31, 26

+4.23K

0.07%

M&T BANK CORP

122.42K

Mar 31, 26

-5.62K

0.07%

Charles Schwab Trust Co

118.89K

Mar 31, 26

+149

0.07%

Fonville Wealth Management LLC

116.25K

Mar 31, 26

+2.51K

0.07%

Ifrah Financial Services, Inc.

114.20K

Mar 31, 26

-2.75K

0.07%

Schoolcraft Capital LLC

111.14K

Mar 31, 26

-3.09K

0.07%

BESSEMER GROUP INC

107.63K

Mar 31, 26

+7.14K

0.06%

IFG Advisors, LLC

105.48K

Mar 31, 26

+4.90K

0.06%

Integrated Wealth Concepts LLC

103.30K

Mar 31, 26

+4.17K

0.06%

LTG Capital LLC

102.32K

Mar 31, 26

+973

0.06%

Brooklyn FI, LLC

102.09K

Mar 31, 26

-1.77K

0.06%

Bleakley Financial Group, LLC

100.33K

Mar 31, 26

+1.68K

0.06%

Equitable Holdings, Inc.

98.33K

Mar 31, 26

-3.97K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

97.32K

Mar 31, 26

-19.16K

0.06%

Beacon Pointe Advisors, LLC

95.92K

Mar 31, 26

-4.87K

0.06%

US BANCORP \DE\

95.89K

Mar 31, 26

-264

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

94.69K

Mar 31, 26

-2.07K

0.06%

ARVEST INVESTMENTS, INC.

94.58K

Mar 31, 26

-687

0.06%

NFP Retirement, Inc.

92.16K

Mar 31, 26

+4.67K

0.05%

BANK OF STOCKTON

89.43K

Mar 31, 26

-4.84K

0.05%

ENCOMPASS WEALTH ADVISORS, LLC

89.38K

Mar 31, 26

+1.93K

0.05%

CWM, LLC

85.99K

Mar 31, 26

+4.57K

0.05%

Sterling Capital Management LLC

84.13K

Mar 31, 26

-8.62K

0.05%

FRANKLIN RESOURCES INC

83.22K

Mar 31, 26

+3.20K

0.05%

Cerity Partners LLC

82.97K

Mar 31, 26

+54.58K

0.05%

AMERICAN CENTURY COMPANIES INC

81.52K

Mar 31, 26

+67.78K

0.05%

Waverly Advisors, LLC

77.68K

Mar 31, 26

-3.66K

0.05%

NorthStar Asset Management LLC /NJ/

77.08K

Mar 31, 26

+4.36K

0.05%

RENAISSANCE TECHNOLOGIES LLC

74.47K

Mar 31, 26

+22.87K

0.04%

MML INVESTORS SERVICES, LLC

74.03K

Mar 31, 26

-3.95K

0.04%

Cornerstone Management, Inc.

72.36K

Mar 31, 26

+2.23K

0.04%

My Personal CFO, LLC

71.20K

Mar 31, 26

+1.33K

0.04%

RITHOLTZ WEALTH MANAGEMENT

71.06K

Mar 31, 26

-4.48K

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

70.75K

Mar 31, 26

-1.46K

0.04%

Parkside Financial Bank & Trust

70.27K

Mar 31, 26

-93

0.04%

OPPENHEIMER ASSET MANAGEMENT INC.

69.35K

Mar 31, 26

+623

0.04%

Adviser Investments LLC

68.82K

Mar 31, 26

-9.29K

0.04%

BANK OF HAWAII

68.70K

Mar 31, 26

-2.44K

0.04%

Cascade Financial Partners, LLC

66.48K

Mar 31, 26

+3.88K

0.04%

HARBOR ADVISORY CORP /MA/

65.81K

Mar 31, 26

+2.32K

0.04%

Allworth Financial LP

65.81K

Mar 31, 26

-784

0.04%

ACADIAN ASSET MANAGEMENT LLC

65.56K

Mar 31, 26

-31.18K

0.04%

One Capital Management, LLC

65.08K

Mar 31, 26

+2.88K

0.04%

TCG Advisory Services, LLC

64.64K

Mar 31, 26

+64.64K

0.04%

Miracle Mile Advisors, LLC

64.19K

Mar 31, 26

+2.14K

0.04%

MSH Capital Advisors LLC

64.18K

Mar 31, 26

+444

0.04%

Shore Point Advisors, LLC

62.96K

Mar 31, 26

-58.78K

0.04%

Financiere des Professionnels - Fonds d,investissement inc.

61.50K

Mar 31, 26

-95.40K

0.04%

Clearwater Capital Advisors, LLC

60.70K

Mar 31, 26

-1.41K

0.04%

SVB WEALTH LLC

60.37K

Mar 31, 26

-154

0.04%

Quent Capital, LLC

60.10K

Mar 31, 26

-1.67K

0.04%

Larson Financial Group LLC

59.51K

Mar 31, 26

-1.98K

0.04%

FCA CORP /TX

59.50K

Mar 31, 26

-4.29K

0.03%

Investors Research Corp

59.16K

Mar 31, 26

-6.44K

0.03%

WASHINGTON TRUST BANK

59.09K

Mar 31, 26

+10.30K

0.03%

Private Advisor Group, LLC

58.88K

Mar 31, 26

-5.41K

0.03%

Professional Financial Advisors, LLC

58.49K

Mar 31, 26

+58.49K

0.03%

Heritage Trust Co

58.26K

Mar 31, 26

-3.30K

0.03%

Goldstein Advisors, LLC

56.38K

Mar 31, 26

-1.42K

0.03%

Auto-Owners Insurance Co

52.30K

Mar 31, 26

0.03%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

50.91K

Mar 31, 26

+5.50K

0.03%

Buckingham Strategic Partners

50.27K

Mar 31, 26

-41.93K

0.03%

NBT BANK N A /NY

50.17K

Mar 31, 26

-74

0.03%

Aptus Capital Advisors, LLC

50.10K

Mar 31, 26

+519

0.03%

Pensionmark Financial Group, LLC

50.09K

Mar 31, 26

-5.08K

0.03%

Partners in Financial Planning

49.85K

Mar 31, 26

-537

0.03%

MARTIN & CO INC /TN/

49.63K

Mar 31, 26

+2.19K

0.03%

HANCOCK WHITNEY CORP

48.67K

Mar 31, 26

-3.64K

0.03%

GLENMEDE TRUST CO NA

48.09K

Mar 31, 26

+16

0.03%

SEI INVESTMENTS CO

47.87K

Mar 31, 26

-25.20K

0.03%

Endowment Wealth Management, Inc.

46.59K

Mar 31, 26

+1.49K

0.03%

Waldron Private Wealth LLC

46.53K

Mar 31, 26

-803

0.03%

Richard W. Paul & Associates, LLC

46.45K

Mar 31, 26

-527

0.03%

IFP Advisors, Inc

46.24K

Mar 31, 26

+537

0.03%

ASPIRIANT, LLC

46.15K

Mar 31, 26

-6.74K

0.03%

rebel Financial LLC

45.17K

Mar 31, 26

-1.91K

0.03%

Narus Financial Partners, LLC

43.52K

Mar 31, 26

+815

0.03%

Summit Trail Advisors, LLC

43.50K

Mar 31, 26

0.03%

Creekside Partners

42.47K

Mar 31, 26

-1.08K

0.02%

PINNACLE ASSOCIATES LTD

42.01K

Mar 31, 26

-4.88K

0.02%

Independent Advisor Alliance

41.98K

Mar 31, 26

+32.36K

0.02%

BEAM WEALTH ADVISORS, INC.

41.57K

Mar 31, 26

+3.25K

0.02%

Advisory Services Network, LLC

40.50K

Mar 31, 26

-12.47K

0.02%

James J. Burns & Company, LLC

40.21K

Mar 31, 26

+1.51K

0.02%

Vise Technologies, Inc.

39.78K

Mar 31, 26

0.02%

Beacon Harbor Wealth Advisors, Inc.

38.96K

Mar 31, 26

+870

0.02%

Disciplined Investments, LLC

38.49K

Mar 31, 26

-443

0.02%

Eagle Strategies LLC

38.10K

Mar 31, 26

+2.11K

0.02%

Crewe Advisors LLC

38.06K

Mar 31, 26

+987

0.02%

Pinnacle Wealth Management Advisory Group, LLC

37.46K

Mar 31, 26

-4.88K

0.02%

Partnership Wealth Management, LLC

37.17K

Mar 31, 26

-1.50K

0.02%

NICOLET BANKSHARES INC

36.94K

Mar 31, 26

+33.85K

0.02%

Pointe Capital Management LLC

36.47K

Mar 31, 26

+1.19K

0.02%

Abacus Planning Group, Inc.

36.14K

Mar 31, 26

-1.54K

0.02%

Foundation Wealth Management, LLC

36.12K

Mar 31, 26

+10.72K

0.02%

Steward Partners Investment Advisory, LLC

35.97K

Mar 31, 26

+6.51K

0.02%

Acropolis Investment Management, LLC

35.97K

Mar 31, 26

-258

0.02%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

35.94K

Mar 31, 26

-1.14K

0.02%

Probity Advisors, Inc.

34.91K

Mar 31, 26

+1.02K

0.02%

BARTLETT & CO. WEALTH MANAGEMENT LLC

34.73K

Mar 31, 26

-3.13K

0.02%

Noble Family Wealth, LLC

34.38K

Mar 31, 26

0.02%

Kestra Advisory Services, LLC

33.99K

Mar 31, 26

+2.75K

0.02%

D.A. DAVIDSON & CO.

33.92K

Mar 31, 26

-560

0.02%

PRINCIPAL SECURITIES, INC.

33.56K

Mar 31, 26

+15

0.02%

Nicholas Hoffman & Company, LLC.

33.38K

Mar 31, 26

-77

0.02%

IHT Wealth Management, LLC

32.95K

Mar 31, 26

0.02%

Sowell Financial Services LLC

32.52K

Mar 31, 26

+249

0.02%

Breakwater Capital Group

32.38K

Mar 31, 26

+1.73K

0.02%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

32.15K

Mar 31, 26

-2.32K

0.02%

NTV ASSET MANAGEMENT LLC

32.05K

Mar 31, 26

+150

0.02%

Foundation Wealth Management, LLC\PA

31.71K

Mar 31, 26

-1.53K

0.02%

AQR CAPITAL MANAGEMENT LLC

31.58K

Mar 31, 26

+11.20K

0.02%

American Financial Advisors, LLC

31.07K

Mar 31, 26

-2.92K

0.02%

First Citizens Asset Management, Inc.

31.00K

Mar 31, 26

+540

0.02%

RESTON WEALTH MANAGEMENT LLC

30.93K

Mar 31, 26

-3.05K

0.02%

Canopy Partners, LLC

30.91K

Mar 31, 26

0.02%

BIP Wealth, LLC

30.63K

Mar 31, 26

-3.60K

0.02%

Prosperity Planning, Inc.

30.50K

Mar 31, 26

-905

0.02%

Elmwood Wealth Management, Inc.

30.35K

Mar 31, 26

-689

0.02%

Sincerus Advisory, LLC

30.17K

Mar 31, 26

+553

0.02%

Coyle Financial Counsel LLC

30.04K

Mar 31, 26

-115

0.02%

VANCE WEALTH, INC.

29.42K

Mar 31, 26

-1.14K

0.02%

Wescott Financial Advisory Group, LLC

28.97K

Mar 31, 26

+1.74K

0.02%

Kingsview Wealth Management, LLC

28.73K

Mar 31, 26

+4.13K

0.02%

Concurrent Investment Advisors, LLC

28.54K

Mar 31, 26

-1.40K

0.02%

SIMON QUICK ADVISORS, LLC

28.35K

Mar 31, 26

+672

0.02%

FIRST AMERICAN TRUST, FSB

27.71K

Mar 31, 26

+1.20K

0.02%

CITIZENS FINANCIAL GROUP INC/RI

27.58K

Mar 31, 26

-988

0.02%

Argent Trust Co

27.34K

Mar 31, 26

+7.64K

0.02%

DAVENPORT & Co LLC

27.17K

Mar 31, 26

-604

0.02%

AMERICAN FINANCIAL & TAX STRATEGIES INC

26.96K

Mar 31, 26

-257

0.02%

Regal Investment Advisors LLC

26.79K

Mar 31, 26

+1.71K

0.02%

STOCK YARDS BANK & TRUST CO

26.77K

Mar 31, 26

-311

0.02%

Capital Analysts, LLC

26.72K

Mar 31, 26

+1.95K

0.02%

AIRE ADVISORS, LLC

26.71K

Mar 31, 26

-23

0.02%

Farther Finance Advisors, LLC

26.47K

Mar 31, 26

+1.63K

0.02%

Merit Financial Group, LLC

26.12K

Mar 31, 26

+8.69K

0.02%

ATLAS CAPITAL ADVISORS LLC

26.00K

Mar 31, 26

-57

0.02%

BLAIR WILLIAM & CO/IL

25.86K

Mar 31, 26

+942

0.02%

Cresset Asset Management, LLC

24.81K

Mar 31, 26

-103

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

24.56K

Mar 31, 26

+3.48K

0.01%

Rialto Wealth Management, LLC

24.19K

Mar 31, 26

-8.51K

0.01%

CI INVESTMENTS INC.

23.52K

Mar 31, 26

0.01%

Summit Financial, LLC

23.26K

Mar 31, 26

+1.72K

0.01%

Strategic Family Wealth Counselors, L.L.C.

23.05K

Mar 31, 26

-827

0.01%

Fifth Third Wealth Advisors LLC

23.00K

Mar 31, 26

+1.15K

0.01%

RPg Family Wealth Advisory, LLC

22.61K

Mar 31, 26

+1.96K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

22.53K

Mar 31, 26

-347

0.01%

Risk Paradigm Group, LLC

22.46K

Mar 31, 26

+742

0.01%

Atomi Financial Group, Inc.

21.16K

Mar 31, 26

+8.92K

0.01%

Midwest Trust Co

21.09K

Mar 31, 26

+20

0.01%

Evanson Asset Management, LLC

21.04K

Mar 31, 26

+75

0.01%

LAIRD NORTON TRUST COMPANY, LLC

20.23K

Mar 31, 26

-1.05K

0.01%

Great Point Wealth Advisors, LLC

20.00K

Mar 31, 26

0.01%

FDx Advisors, Inc.

19.90K

Mar 31, 26

+343

0.01%

Perigon Wealth Management, LLC

19.90K

Mar 31, 26

+1.05K

0.01%

Geneos Wealth Management Inc.

19.84K

Mar 31, 26

+3.31K

0.01%

Rockefeller Capital Management L.P.

19.78K

Mar 31, 26

-3.17K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

19.70K

Mar 31, 26

-2.27K

0.01%

Intergy Private Wealth, LLC

19.66K

Mar 31, 26

0.01%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

19.58K

Mar 31, 26

-645

0.01%

CARDIFF PARK ADVISORS, LLC

19.57K

Mar 31, 26

0.01%

Keel Point, LLC

19.29K

Mar 31, 26

+1.34K

0.01%

Lee Financial Co

19.25K

Mar 31, 26

-365

0.01%

Hudson Portfolio Management LLC

19.07K

Mar 31, 26

0.01%

Allegheny Financial Group LTD

18.96K

Mar 31, 26

+560

0.01%

Falcon Wealth Planning

18.89K

Mar 31, 26

-538

0.01%

QUADRANT CAPITAL GROUP LLC

18.78K

Mar 31, 26

-5.74K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

18.76K

Mar 31, 26

+4.11K

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

18.64K

Mar 31, 26

+18.64K

0.01%

Efficient Advisors, LLC

18.58K

Mar 31, 26

-1.77K

0.01%

SCS Capital Management LLC

18.48K

Mar 31, 26

-1.01K

0.01%

Parallel Advisors, LLC

18.44K

Mar 31, 26

+7.89K

0.01%

UMB Bank, n.a.

18.25K

Mar 31, 26

-1.85K

0.01%

GEM Asset Management, LLC

17.67K

Mar 31, 26

0.01%

Monument Group Wealth Advisors, LLC

17.59K

Mar 31, 26

+348

0.01%

Continuum Advisory, LLC

17.30K

Mar 31, 26

-553

0.01%

Walkner Condon Financial Advisors LLC

17.23K

Mar 31, 26

+1.45K

0.01%

Guidance Point Advisors, LLC

17.10K

Mar 31, 26

-174

0.01%

Steel Peak Wealth Management LLC

16.88K

Mar 31, 26

-83

0.01%

HARBOR INVESTMENT ADVISORY, LLC

16.60K

Mar 31, 26

-87

0.01%

Sterling Financial Planning, Inc.

16.56K

Mar 31, 26

-1.10K

0.01%

MB Generational Wealth, LLC

16.53K

Mar 31, 26

0.01%

WEALTHCARE CAPITAL MANAGEMENT LLC

16.15K

Mar 31, 26

-137

0.01%

SAX WEALTH ADVISORS, LLC

16.00K

Mar 31, 26

0.01%

Clearstead Advisors, LLC

15.97K

Mar 31, 26

+68

0.01%

TAGStone Capital, Inc.

15.91K

Mar 31, 26

-321

0.01%

Squire Investment Management Company, LLC

15.90K

Mar 31, 26

0.01%

DEUTSCHE BANK AG\

15.74K

Mar 31, 26

+2.91K

0.01%

Interchange Capital Partners, LLC

15.60K

Mar 31, 26

+1.69K

0.01%

Tortoise Investment Management, LLC

15.55K

Mar 31, 26

-550

0.01%

Avidian Wealth Solutions, LLC

15.35K

Mar 31, 26

-267

0.01%

Berkeley, Inc

15.20K

Mar 31, 26

-1.85K

0.01%

RBF Capital, LLC

15.00K

Mar 31, 26

0.01%

Arkadios Wealth Advisors

14.96K

Mar 31, 26

+11.18K

0.01%

EP Wealth Advisors, LLC

14.80K

Mar 31, 26

-1.70K

0.01%

Quantinno Capital Management LP

14.68K

Mar 31, 26

-1.31K

0.01%

Dorsey & Whitney Trust CO LLC

14.53K

Mar 31, 26

0.01%

Magnus Financial Group LLC

14.29K

Mar 31, 26

-215

0.01%

Financial Engines Advisors L.L.C.

14.27K

Mar 31, 26

-68

0.01%

KELLY FINANCIAL GROUP LLC

14.10K

Mar 31, 26

-241

0.01%

Aletheian Wealth Advisors LLC

13.97K

Mar 31, 26

+13.97K

0.01%

Sanctuary Advisors, LLC

13.60K

Mar 31, 26

+1.52K

0.01%

BOKF, NA

13.44K

Mar 31, 26

+610

0.01%

Busey Wealth Management

13.35K

Mar 31, 26

-832

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

13.14K

Mar 31, 26

-806

0.01%

BayBridge Capital Group, LLC

13.12K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

13.05K

Mar 31, 26

+1.30K

0.01%

Physician Wealth Advisors, Inc.

13.04K

Mar 31, 26

-368

0.01%

Wedmont Private Capital

12.98K

Mar 31, 26

+162

0.01%

Tilson Financial Group, Inc.

12.76K

Mar 31, 26

-250

0.01%

Glenview Trust Co

12.67K

Mar 31, 26

-598

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

12.65K

Mar 31, 26

-278

0.01%

Westmount Partners, LLC

12.57K

Mar 31, 26

+492

0.01%

Y-Intercept (Hong Kong) Ltd

12.41K

Mar 31, 26

+3.24K

0.01%

Truepoint, Inc.

12.36K

Mar 31, 26

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

12.11K

Mar 31, 26

+11.06K

0.01%

Mason Investment Advisory Services, Inc.

11.82K

Mar 31, 26

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

11.81K

Mar 31, 26

+922

0.01%

Mesirow Financial Investment Management, Inc.

11.59K

Mar 31, 26

+1.83K

0.01%

Wealthcare Capital Partners, LLC

11.37K

Mar 31, 26

+145

0.01%

Smartleaf Asset Management LLC

11.27K

Mar 31, 26

+610

0.01%

WHITTIER TRUST CO

11.21K

Mar 31, 26

0.01%

Apella Capital, LLC

10.97K

Mar 31, 26

+6.68K

0.01%

Independence Bank of Kentucky

10.81K

Mar 31, 26

0.01%

Wright Fund Management, LLC

10.80K

Mar 31, 26

+10.80K

0.01%

FAMILY WEALTH PARTNERS, LLC

10.80K

Mar 31, 26

0.01%

Betterment LLC

10.66K

Mar 31, 26

+78

0.01%

Bedel Financial Consulting, Inc.

10.60K

Mar 31, 26

-100

0.01%

McLean Asset Management Corp

10.43K

Mar 31, 26

-2.41K

0.01%

OneAscent Financial Services LLC

10.27K

Mar 31, 26

+10.27K

0.01%

Alpha Omega Wealth Management LLC

10.27K

Mar 31, 26

0.01%

Accretive Wealth Partners, LLC

10.16K

Mar 31, 26

-12

0.01%

MATHER GROUP, LLC.

10.15K

Mar 31, 26

+557

0.01%

21 West Wealth Management LLC

10.03K

Mar 31, 26

-271

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

9.96K

Mar 31, 26

+1.94K

0.01%

OPPENHEIMER & CO INC

9.89K

Mar 31, 26

-1

0.01%

HB Wealth Management, LLC

9.73K

Mar 31, 26

0.01%

St. Louis Trust Co

9.68K

Mar 31, 26

0.01%

Elyxium Wealth, LLC

9.66K

Mar 31, 26

+59

0.01%

JOHNSON INVESTMENT COUNSEL INC

9.65K

Mar 31, 26

0.01%

Qube Research & Technologies Ltd

9.57K

Mar 31, 26

+9.36K

0.01%

REDW Wealth LLC

9.48K

Mar 31, 26

-1.21K

0.01%

GFS Advisors, LLC

9.38K

Mar 31, 26

-3.76K

0.01%

DMC Group, LLC

9.37K

Mar 31, 26

+1.16K

0.01%

Financial Synergies Wealth Advisors, Inc.

9.34K

Mar 31, 26

0.01%

Asset Dedication, LLC

9.30K

Mar 31, 26

+49

0.01%

RF&L WEALTH MANAGEMENT, LLC

9.25K

Mar 31, 26

0.01%

Schwab Charitable Fund

9.21K

Mar 31, 26

-552

0.01%

Wealthspire Advisors, LLC

9.17K

Mar 31, 26

0.01%

LAM GROUP, INC.

9.15K

Mar 31, 26

0.01%

Harbor Group, Inc.

9.11K

Mar 31, 26

-418

0.01%

Forum Financial Management, LP

9.11K

Mar 31, 26

-896

0.01%

McAdam, LLC

9.08K

Mar 31, 26

-1.79K

0.01%

Williams & Novak, LLC

9.04K

Mar 31, 26

-17

0.01%

Invesco Ltd.

9.01K

Mar 31, 26

-306

0.01%

Squarepoint Ops LLC

8.81K

Mar 31, 26

+8.81K

0.01%

William Howard & Co Financial Advisors Inc

8.77K

Mar 31, 26

-25

0.01%

Procyon Advisors, LLC

8.71K

Mar 31, 26

-756

0.01%

Windward Private Wealth Management Inc.

8.47K

Mar 31, 26

-952

0.00%

Fidelis Capital Partners, LLC

8.35K

Mar 31, 26

0.00%

CIBC WORLD MARKET INC.

8.25K

Mar 31, 26

-218

0.00%

Johnson Financial Group, LLC

8.17K

Mar 31, 26

+158

0.00%

First Western Trust Bank

8.14K

Mar 31, 26

0.00%

CUTLER INVESTMENT COUNSEL LLC

8.06K

Mar 31, 26

-350

0.00%

Ascent Group, LLC

8.05K

Mar 31, 26

-48

0.00%

Ashton Thomas Private Wealth, LLC

7.96K

Mar 31, 26

+140

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

7.95K

Mar 31, 26

-85

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

7.84K

Mar 31, 26

+7.84K

0.00%

Strategic Blueprint, LLC

7.72K

Mar 31, 26

-605

0.00%

AE Wealth Management LLC

7.70K

Mar 31, 26

+1.12K

0.00%

Ancora Advisors, LLC

7.68K

Mar 31, 26

0.00%

Integrity Wealth Solutions LLC

7.54K

Mar 31, 26

-30

0.00%

Financial Harvest, LLC

7.53K

Mar 31, 26

-224

0.00%

JMG Financial Group, Ltd.

7.52K

Mar 31, 26

-22

0.00%

Brucke Financial, Inc.

7.50K

Mar 31, 26

-58

0.00%

Athena Investment Management

7.38K

Mar 31, 26

-260

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

7.32K

Mar 31, 26

0.00%

Mutual Advisors, LLC

7.29K

Mar 31, 26

-412

0.00%

Rehmann Capital Advisory Group

7.28K

Mar 31, 26

-494

0.00%

Prospera Financial Services Inc

7.22K

Mar 31, 26

+558

0.00%

REBALANCE, LLC

7.11K

Mar 31, 26

0.00%

CAUSEWAY CAPITAL MANAGEMENT LLC

7.10K

Mar 31, 26

+7.10K

0.00%

Capital Group Private Client Services, Inc.

7.09K

Mar 31, 26

+68

0.00%

FIRST HORIZON CORP

7.07K

Mar 31, 26

-1.94K

0.00%

May Hill Capital, LLC

7.01K

Mar 31, 26

-533

0.00%

Moisand Fitzgerald Tamayo, LLC

6.97K

Mar 31, 26

0.00%

Morton Capital Management LLC/CA

6.88K

Mar 31, 26

-788

0.00%

Retirement Planning Group

6.84K

Mar 31, 26

-2.11K

0.00%

Tranquility Partners, LLC

6.84K

Mar 31, 26

0.00%

WHALEROCK POINT PARTNERS, LLC

6.70K

Mar 31, 26

0.00%

CLUNE & ASSOCIATES, LTD.

6.69K

Mar 31, 26

-511

0.00%

Global View Capital Management LLC

6.65K

Mar 31, 26

+6.65K

0.00%

BECKER CAPITAL MANAGEMENT INC

6.58K

Mar 31, 26

0.00%

Courage Miller Partners, LLC

6.58K

Mar 31, 26

+44

0.00%

HEADINVEST, LLC

6.48K

Mar 31, 26

0.00%

SENTINEL WEALTH MANAGEMENT, INC.

6.43K

Mar 31, 26

0.00%

NewEdge Wealth, LLC

6.40K

Mar 31, 26

0.00%

Index Fund Advisors, Inc.

6.37K

Mar 31, 26

-351

0.00%

NWAM LLC

6.37K

Mar 31, 26

-25

0.00%

Beaird Harris Wealth Management, LLC

6.32K

Mar 31, 26

0.00%

LAKE STREET FINANCIAL LLC

6.31K

Mar 31, 26

0.00%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

6.26K

Mar 31, 26

0.00%

Forefront Wealth Partners, LLC

6.20K

Mar 31, 26

-65

0.00%

Brickley Wealth Management

6.14K

Mar 31, 26

-131

0.00%

CM WEALTH ADVISORS LLC

6.14K

Mar 31, 26

0.00%

THOMPSON SIEGEL & WALMSLEY LLC

6.11K

Mar 31, 26

+566

0.00%

Richard P Slaughter Associates Inc

6.11K

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

6.09K

Mar 31, 26

+777

0.00%

Peloton Wealth Strategists

6.05K

Mar 31, 26

-23.08K

0.00%

Simplicity Wealth,LLC

5.78K

Mar 31, 26

-349

0.00%

Empower Advisory Group, LLC

5.74K

Mar 31, 26

-2.88K

0.00%

Braun-Bostich & Associates Inc.

5.74K

Mar 31, 26

-247

0.00%

Sierra Capital LLC

5.72K

Mar 31, 26

0.00%

FIRST INTERSTATE BANK

5.66K

Mar 31, 26

+753

0.00%

Sand Hill Global Advisors, LLC

5.62K

Mar 31, 26

0.00%

Montecito Bank & Trust

5.61K

Mar 31, 26

-292

0.00%

STEVENS CAPITAL PARTNERS

5.58K

Mar 31, 26

+5.58K

0.00%

WINNOW WEALTH LLC

5.57K

Mar 31, 26

+5.55K

0.00%

Discipline Wealth Solutions, LLC

5.48K

Mar 31, 26

+126

0.00%

Samalin Investment Counsel, LLC

5.46K

Mar 31, 26

-175

0.00%

GW&K Investment Management, LLC

5.40K

Mar 31, 26

0.00%

Integrated Advisors Network LLC

5.37K

Mar 31, 26

-137

0.00%

Hexagon Capital Partners LLC

5.33K

Mar 31, 26

+5.33K

0.00%

COMMERCE BANK

5.33K

Mar 31, 26

+1.16K

0.00%

Fort Vancouver Investment Management, LLC

5.28K

Mar 31, 26

0.00%

Cornerstone Wealth Advisors, Inc.

5.27K

Mar 31, 26

-275

0.00%

VISTA INVESTMENT MANAGEMENT

5.18K

Mar 31, 26

+31

0.00%

ARK & TLK INVESTMENTS, LLC

5.07K

Mar 31, 26

0.00%

Compass Ion Advisors, LLC

5.06K

Mar 31, 26

-507

0.00%

Gateway Wealth Partners, LLC

5.06K

Mar 31, 26

+5.06K

0.00%

Point72 Asset Management, L.P.

5.05K

Mar 31, 26

+5.05K

0.00%

Rathbones Group PLC

4.99K

Mar 31, 26

0.00%

WEDBUSH SECURITIES INC

4.97K

Mar 31, 26

-141

0.00%

ALLIANCEBERNSTEIN L.P.

4.92K

Mar 31, 26

+150

0.00%

HUNTINGTON NATIONAL BANK

4.79K

Mar 31, 26

+199

0.00%

BOK Financial Private Wealth, Inc.

4.76K

Mar 31, 26

0.00%

Armstrong, Fleming & Moore, Inc

4.76K

Mar 31, 26

+951

0.00%

Biltmore Family Office, LLC

4.67K

Mar 31, 26

0.00%

Embree Financial Group

4.65K

Mar 31, 26

-3

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

4.64K

Mar 31, 26

-100

0.00%

CITIGROUP INC

4.63K

Mar 31, 26

-1.27K

0.00%

Foundations Investment Advisors, LLC

4.59K

Mar 31, 26

-71

0.00%

FIDUCIARY ADVISORS, INC.

4.58K

Mar 31, 26

-3.96K

0.00%

REGIONS FINANCIAL CORP

4.53K

Mar 31, 26

+398

0.00%

Crescent Grove Advisors, LLC

4.50K

Mar 31, 26

0.00%

Holistic Planning, LLC

4.50K

Mar 31, 26

-1.00K

0.00%

Galvin, Gaustad & Stein, LLC

4.45K

Mar 31, 26

-330

0.00%

Grantham, Mayo, Van Otterloo & Co. LLC

4.45K

Mar 31, 26

-364

0.00%

Stratos Wealth Partners, LTD.

4.42K

Mar 31, 26

0.00%

Belpointe Asset Management LLC

4.42K

Mar 31, 26

+104

0.00%

Fortis Capital Advisors, LLC

4.42K

Mar 31, 26

+104

0.00%

HARBOUR INVESTMENTS, INC.

4.40K

Mar 31, 26

-34

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

4.38K

Mar 31, 26

+376

0.00%

LongView Wealth Management

4.38K

Mar 31, 26

+207

0.00%

Vannoy Advisory Group, Inc.

4.33K

Mar 31, 26

-44

0.00%

Latitude Advisors, LLC

4.28K

Mar 31, 26

-46

0.00%

Rockingstone Advisors LLC

4.25K

Mar 31, 26

0.00%

Bestgate Wealth Advisors, LLC

4.16K

Mar 31, 26

-732

0.00%

STEPHENS INC /AR/

4.16K

Mar 31, 26

0.00%

KFA Private Wealth Group, LLC

4.07K

Mar 31, 26

-276

0.00%

Wealth Preservation Advisors, LLC

4.06K

Mar 31, 26

0.00%

Gladstone Institutional Advisory LLC

4.03K

Mar 31, 26

+4.03K

0.00%

OLD MISSION CAPITAL LLC

4.02K

Mar 31, 26

+4.02K

0.00%

Beckerman Institutional, LLC

4.00K

Mar 31, 26

0.00%

Skopos Labs, Inc.

3.99K

Mar 31, 26

+1.42K

0.00%

Modern Wealth Management, LLC

3.99K

Mar 31, 26

-338

0.00%

TRUEFG, LLC

3.98K

Mar 31, 26

+46

0.00%

Meridian Financial, LLC

3.97K

Mar 31, 26

-500

0.00%

Valeo Financial Advisors, LLC

3.90K

Mar 31, 26

0.00%

GARRISON POINT ADVISORS, LLC

3.90K

Mar 31, 26

+250

0.00%

MFA Wealth Services

3.87K

Mar 31, 26

+54

0.00%

EAGLE ROCK INVESTMENT COMPANY, LLC

3.83K

Mar 31, 26

-4

0.00%

Allspring Global Investments Holdings, LLC

3.79K

Mar 31, 26

-130.25K

0.00%

CFS Investment Advisory Services, LLC

3.78K

Mar 31, 26

-126

0.00%

Hemenway Trust Co LLC

3.70K

Mar 31, 26

+3.70K

0.00%

GTS SECURITIES LLC

3.70K

Mar 31, 26

+3.70K

0.00%

CANANDAIGUA NATIONAL CORP

3.60K

Mar 31, 26

+3.60K

0.00%

Dynamic Financial Group

3.58K

Mar 31, 26

0.00%

Greenspring Advisors, LLC

3.54K

Mar 31, 26

-314

0.00%

Stone Point Wealth LLC

3.51K

Mar 31, 26

-12

0.00%

Key FInancial Inc

3.50K

Mar 31, 26

0.00%

CEERA INVESTMENTS, LLC

3.48K

Mar 31, 26

+325

0.00%

Linscomb & Williams, Inc.

3.48K

Mar 31, 26

-249

0.00%

Upper Left Wealth Management, LLC

3.46K

Mar 31, 26

-89

0.00%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

3.45K

Mar 31, 26

0.00%

Maltin Wealth Management, Inc.

3.40K

Mar 31, 26

0.00%

Freestone Capital Holdings, LLC

3.38K

Mar 31, 26

-690

0.00%

Columbus Macro, LLC

3.35K

Mar 31, 26

-326

0.00%

Frazier Financial Advisors, LLC

3.35K

Mar 31, 26

0.00%

Fee-Only Financial Planning, L.C.

3.35K

Mar 31, 26

0.00%

DAVIDSON TRUST CO

3.33K

Mar 31, 26

+3.33K

0.00%

LPWM LLC

3.32K

Mar 31, 26

-1

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

3.31K

Mar 31, 26

+256

0.00%

TUDOR INVESTMENT CORP ET AL

3.27K

Mar 31, 26

+3.27K

0.00%

Wealthfront Advisers LLC

3.23K

Mar 31, 26

-25

0.00%

Sigma Planning Corp

3.21K

Mar 31, 26

-80

0.00%

Segment Wealth Management, LLC

3.17K

Mar 31, 26

-1.76K

0.00%

Annex Advisory Services, LLC

3.17K

Mar 31, 26

-241

0.00%

Essex Financial Services, Inc.

3.15K

Mar 31, 26

-55

0.00%

CoreCap Advisors, LLC

3.10K

Mar 31, 26

-11

0.00%

MOSAIC FINANCIAL GROUP, LLC

3.10K

Mar 31, 26

-40

0.00%

Aurelius Family Office LLC

3.05K

Mar 31, 26

0.00%

Foster Victor Wealth Advisors, LLC

3.04K

Mar 31, 26

-495

0.00%

NorthRock Partners, LLC

3.03K

Mar 31, 26

+3.03K

0.00%

Colorado Capital Management, Inc.

3.02K

Mar 31, 26

0.00%

Red Tortoise LLC

3.00K

Mar 31, 26

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

2.99K

Mar 31, 26

0.00%

Integrated Capital Management, LLC

2.97K

Mar 31, 26

-1.05K

0.00%

Heck Capital Advisors, LLC

2.96K

Mar 31, 26

+2.96K

0.00%

Resources Investment Advisors, LLC.

2.96K

Mar 31, 26

-3

0.00%

Michels Family Financial, LLC

2.94K

Mar 31, 26

-37

0.00%

Williams Jones Wealth Management, LLC.

2.94K

Mar 31, 26

+2.94K

0.00%

Robertson Stephens Wealth Management, LLC

2.89K

Mar 31, 26

0.00%

CLARIS ADVISORS, LLC / MO /

2.89K

Mar 31, 26

0.00%

U.S. Capital Wealth Advisors, LLC

2.88K

Mar 31, 26

0.00%

Fi3 FINANCIAL ADVISORS, LLC

2.87K

Mar 31, 26

-15.00K

0.00%

GHP Investment Advisors, Inc.

2.85K

Mar 31, 26

0.00%

Werba Rubin Papier Wealth Management

2.84K

Mar 31, 26

-708

0.00%

Krilogy Financial LLC

2.82K

Mar 31, 26

+2.82K

0.00%

HighPoint Advisor Group LLC

2.82K

Mar 31, 26

-309

0.00%

SJS Investment Consulting Inc.

2.78K

Mar 31, 26

+502

0.00%

Note Advisors, LLC

2.77K

Mar 31, 26

0.00%

Berger Financial Group, Inc

2.76K

Mar 31, 26

-19

0.00%

Granite Harbor Advisors, Inc.

2.76K

Mar 31, 26

-178

0.00%

COREPATH WEALTH PARTNERS LLC

2.75K

Mar 31, 26

0.00%

Montis Financial, LLC

2.65K

Mar 31, 26

-22

0.00%

NAPLES GLOBAL ADVISORS, LLC

2.65K

Mar 31, 26

0.00%

GREENLEAF TRUST

2.63K

Mar 31, 26

0.00%

United Advisor Group, LLC

2.62K

Mar 31, 26

-60

0.00%

Fisher Asset Management, LLC

2.56K

Mar 31, 26

+2.56K

0.00%

AdvisorNet Financial, Inc

2.56K

Mar 31, 26

+25

0.00%

BENJAMIN EDWARDS INC

2.56K

Mar 31, 26

-25.09K

0.00%

Callan Family Office, LLC

2.55K

Mar 31, 26

+2.55K

0.00%

New Covenant Trust Company, N.A.

2.55K

Mar 31, 26

-98

0.00%

Park Place Capital Corp

2.52K

Mar 31, 26

0.00%

CURIO WEALTH, LLC

2.52K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

2.41K

Mar 31, 26

+2.41K

0.00%

PINNEY & SCOFIELD, INC.

2.39K

Mar 31, 26

-1.08K

0.00%

SRS Capital Advisors, Inc.

2.34K

Mar 31, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

2.33K

Mar 31, 26

0.00%

Western Wealth Management, LLC

2.13K

Mar 31, 26

+2.13K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

2.11K

Mar 31, 26

0.00%

Longview Financial Advisors LLC

2.04K

Mar 31, 26

0.00%

CLEAR INVESTMENT RESEARCH, LLC

2.01K

Mar 31, 26

+2.01K

0.00%

Spire Wealth Management

1.90K

Mar 31, 26

-13

0.00%

Golden State Wealth Management, LLC

1.89K

Mar 31, 26

-57

0.00%

TFC Financial Management, Inc.

1.86K

Mar 31, 26

-435

0.00%

Glassman Wealth Services

1.79K

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

1.77K

Mar 31, 26

-277

0.00%

Atlantic Union Bankshares Corp

1.75K

Mar 31, 26

+163

0.00%

Capital Advisors, Ltd. LLC

1.73K

Mar 31, 26

-557

0.00%

Sage Mountain Advisors LLC

1.70K

Mar 31, 26

-382

0.00%

NEW YORK STATE COMMON RETIREMENT FUND

1.69K

Mar 31, 26

0.00%

ASSETMARK, INC

1.64K

Mar 31, 26

+189

0.00%

WOLFF WIESE MAGANA LLC

1.63K

Mar 31, 26

0.00%

Tanglewood Legacy Advisors, LLC

1.61K

Mar 31, 26

+1.61K

0.00%

NBC SECURITIES, INC.

1.61K

Mar 31, 26

0.00%

GAMMA Investing LLC

1.48K

Mar 31, 26

-483

0.00%

HORIZON BANCORP INC /IN/

1.46K

Mar 31, 26

0.00%

WealthCollab, LLC

1.33K

Mar 31, 26

0.00%

Root Financial Partners, LLC

1.22K

Mar 31, 26

+1.18K

0.00%

ROTHSCHILD INVESTMENT LLC

1.18K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.16K

Mar 31, 26

+11

0.00%

Addison Advisors LLC

1.16K

Mar 31, 26

+234

0.00%

SIGNATUREFD, LLC

1.15K

Mar 31, 26

0.00%

Grove Bank & Trust

1.13K

Mar 31, 26

+125

0.00%

Indiana Trust & Investment Management CO

1.09K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.06K

Mar 31, 26

-4

0.00%

Westside Investment Management, Inc.

1.04K

Mar 31, 26

-500

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

1.04K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

1.01K

Mar 31, 26

-41

0.00%

977

Mar 31, 26

+977

0.00%

ZRC WEALTH MANAGEMENT, LLC

963

Mar 31, 26

0.00%

ELEVATE WEALTH ADVISORY, INC

960

Mar 31, 26

0.00%

PARK NATIONAL CORP /OH/

930

Mar 31, 26

+930

0.00%

OLD SECOND NATIONAL BANK OF AURORA

922

Mar 31, 26

0.00%

High Note Wealth, LLC

901

Mar 31, 26

0.00%

Finley Financial, LLC

900

Mar 31, 26

+600

0.00%

JDM Financial Group LLC

875

Mar 31, 26

0.00%

Copia Wealth Management

855

Mar 31, 26

-355

0.00%

Clayton Financial Group LLC

853

Mar 31, 26

0.00%

CENTRAL TRUST Co

850

Mar 31, 26

-10

0.00%

Kilter Group LLC

792

Mar 31, 26

+792

0.00%

MONTAG A & ASSOCIATES INC

760

Mar 31, 26

0.00%

Harbor Asset Planning, Inc.

753

Mar 31, 26

0.00%

Vanguard National Trust Co

750

Mar 31, 26

+750

0.00%

City State Bank

722

Mar 31, 26

0.00%

AlphaCore Capital LLC

706

Mar 31, 26

+47

0.00%

JNBA Financial Advisors

700

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

688

Mar 31, 26

0.00%

Sound Income Strategies, LLC

667

Mar 31, 26

-144

0.00%

MeadowBrook Investment Advisors LLC

663

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

656

Mar 31, 26

+656

0.00%

CALDWELL SUTTER CAPITAL, INC.

624

Mar 31, 26

0.00%

Cranbrook Wealth Management, LLC

623

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

598

Mar 31, 26

+100

0.00%

Perkins Coie Trust Co

568

Mar 31, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

516

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

508

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

463

Mar 31, 26

+228

0.00%

Russell Investments Group, Ltd.

455

Mar 31, 26

+109

0.00%

C M BIDWELL & ASSOCIATES LTD

451

Mar 31, 26

0.00%

MCF Advisors LLC

451

Mar 31, 26

0.00%

Fairway Wealth LLC

428

Mar 31, 26

+428

0.00%

DiNuzzo Private Wealth, Inc.

405

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

395

Mar 31, 26

0.00%

Colonial Trust Co / SC

388

Mar 31, 26

0.00%

Murphy & Mullick Capital Management Corp

369

Mar 31, 26

0.00%

Glass Jacobson Investment Advisors llc

365

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

359

Mar 31, 26

+359

0.00%

ST GERMAIN D J CO INC

356

Mar 31, 26

0.00%

AMERICAN NATIONAL BANK

352

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

336

Mar 31, 26

0.00%

Kohmann Bosshard Financial Services, LLC

334

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

334

Mar 31, 26

0.00%

MRP Capital Investments, LLC

331

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

326

Mar 31, 26

0.00%

Hamilton Point Investment Advisors, LLC

325

Mar 31, 26

0.00%

Coston, McIsaac & Partners

301

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

291

Mar 31, 26

+155

0.00%

HANTZ FINANCIAL SERVICES, INC.

283

Mar 31, 26

+87

0.00%

TSFG, LLC

279

Mar 31, 26

0.00%

Pacifica Partners Inc.

278

Mar 31, 26

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

276

Mar 31, 26

+276

0.00%

Dogwood Wealth Management LLC

274

Mar 31, 26

0.00%

Bogart Wealth, LLC

274

Mar 31, 26

0.00%

Marquette Asset Management, LLC

264

Mar 31, 26

+264

0.00%

TOMPKINS FINANCIAL CORP

261

Mar 31, 26

0.00%

Corsicana & Co.

261

Mar 31, 26

0.00%

Nemes Rush Group LLC

256

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

251

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

250

Mar 31, 26

+250

0.00%

Sunbelt Securities, Inc.

236

Mar 31, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

230

Mar 31, 26

0.00%

Dunhill Financial, LLC

230

Mar 31, 26

-40

0.00%

WHITTIER TRUST CO OF NEVADA INC

222

Mar 31, 26

0.00%

Main Management LLC

221

Mar 31, 26

+221

0.00%

Lodestone Wealth Management LLC

200

Mar 31, 26

0.00%

S&T BANK/PA

191

Mar 31, 26

0.00%

MBM Wealth Consultants, LLC

176

Mar 31, 26

+176

0.00%

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

167

Mar 31, 26

-260

0.00%

CNB Bank

165

Mar 31, 26

0.00%

Financial Perspectives, Inc

160

Mar 31, 26

0.00%

First Pacific Financial

155

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

153

Mar 31, 26

0.00%

Newton One Investments LLC

151

Mar 31, 26

-65

0.00%

Elevated Capital Advisors, LLC

143

Mar 31, 26

0.00%

Avion Wealth

141

Mar 31, 26

0.00%

HOWE & RUSLING INC

129

Mar 31, 26

-8

0.00%

FAS Wealth Partners, Inc.

125

Mar 31, 26

0.00%

CVA Family Office, LLC

120

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

119

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

117

Mar 31, 26

0.00%

Private Wealth Management Group, LLC

113

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

105

Mar 31, 26

+105

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

103

Mar 31, 26

0.00%

Arlington Trust Co LLC

100

Mar 31, 26

0.00%

Covestor Ltd

Mar 31, 26

+27

0.00%

Smallwood Wealth Investment Management, LLC

Mar 31, 26

0.00%

Strengthening Families & Communities, LLC

Mar 31, 26

+93

0.00%

Main Street Group, LTD

Mar 31, 26

+87

0.00%

Provenance Wealth Advisors, LLC

Mar 31, 26

0.00%

Abound Wealth Management

Mar 31, 26

+84

0.00%

WEBSTER BANK, N. A.

Mar 31, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

Mar 31, 26

0.00%

Citizens National Bank Trust Department

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

Mar 31, 26

0.00%

Burk Holdings LLC

Mar 31, 26

+71

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

0.00%

Operose Advisors LLC

Mar 31, 26

+69

0.00%

Archer Investment Corp

Mar 31, 26

+47

0.00%

FIRST COMMUNITY TRUST NA

Mar 31, 26

0.00%

YANKCOM Partnership

Mar 31, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

Mar 31, 26

0.00%

VALLEY NATIONAL ADVISERS INC

Mar 31, 26

0.00%

Oakworth Capital, Inc.

Mar 31, 26

0.00%

Hickory Point Bank & Trust

Mar 31, 26

+53

0.00%

JFS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

EPG Wealth Management LLC

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

-131

0.00%

Winch Advisory Services, LLC

Mar 31, 26

+25

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

0.00%

IMG Wealth Management, Inc.

Mar 31, 26

+27

0.00%

Providence Capital Advisors, LLC

Mar 31, 26

0.00%

Rosenberg Matthew Hamilton

Mar 31, 26

+30

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

0.00%

SYM FINANCIAL Corp

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

Mar 31, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

Mar 31, 26

0.00%

Synergy Investment Management, LLC

Mar 31, 26

+20

0.00%

Dixon Mitchell Investment Counsel Inc.

Mar 31, 26

+20

0.00%

Plante Moran Financial Advisors, LLC

Mar 31, 26

-35

0.00%

Clearstead Trust, LLC

Mar 31, 26

-134

0.00%

First Command Advisory Services, Inc.

Mar 31, 26

+11

0.00%

Fourth Dimension Wealth, LLC

Mar 31, 26

0.00%

TORONTO DOMINION BANK

Mar 31, 26

-33

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

0.00%

Sachetta, LLC

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

Mar 31, 26

0.00%

First National Advisers, LLC

Mar 31, 26

-2.80K

TCTC Holdings, LLC

Mar 31, 26

-63

Camelot Portfolios, LLC

Mar 31, 26

-64

Trust Co

Mar 31, 26

-1.66K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-43.56K

Janney Montgomery Scott LLC

Mar 31, 26

-5.00K

Strategic Advocates LLC

Mar 31, 26

-118

True Wealth Design, LLC

Mar 31, 26

-49

Ellis Investment Partners, LLC

Mar 31, 26

-3.08K

Cape Investment Advisory, Inc.

Mar 31, 26

-3

SIGNET FINANCIAL MANAGEMENT, LLC

Mar 31, 26

-2.64K

SAPIENT CAPITAL LLC

Mar 31, 26

-2.85K

Triumph Capital Management

Mar 31, 26

-41

Reyes Financial Architecture, Inc.

Mar 31, 26

-320

GenTrust, LLC

Mar 31, 26

-15.85K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-1.78K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-4.55K

Tower Research Capital LLC (TRC)

Mar 31, 26

-124

J.W. COLE ADVISORS, INC.

Mar 31, 26

-13.31K

BRIGHTON JONES LLC

Mar 31, 26

-117.89K

McElhenny Sheffield Capital Management, LLC

Mar 31, 26

-2.96K

OPTIMA CAPITAL LLC

Mar 31, 26

-96

Blume Capital Management, Inc.

Mar 31, 26

-79

Argent Advisors, Inc.

Mar 31, 26

-5.13K

Wealth Watch Advisors, INC

Mar 31, 26

-108

EQ WEALTH ADVISORS, LLC

Mar 31, 26

-50

Quadrature Capital Ltd

Mar 31, 26

-10.90K

VICTORY FINANCIAL GROUP, LLC

Mar 31, 26

-12.30K

Beaumont Financial Advisors, LLC

Mar 31, 26

-3.16K

Meeder Advisory Services, Inc.

Mar 31, 26

-2.66K

Archer Investment Management, LLC

Mar 31, 26

-3.33K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-134

Modus Advisors, LLC

Mar 31, 26

-194

DRW Securities, LLC

Mar 31, 26

-15.33K

McIlrath & Eck, LLC

Mar 31, 26

-155

Quent Long Short Global Small Cap Fund, LP

61.77K

Dec 31, 25

+61.77K

0.04%

COMERICA BANK

61.04K

Dec 31, 25

-290

0.04%

Austin Private Wealth, LLC

52.60K

Dec 31, 25

-5.62K

0.03%

Global Retirement Partners, LLC

39.98K

Dec 31, 25

+7.08K

0.02%

NICOLET ADVISORY SERVICES, LLC

25.35K

Dec 31, 25

+2.57K

0.01%

SageView Advisory Group, LLC

21.27K

Dec 31, 25

-160

0.01%

Total Wealth Planning, LLC

4.37K

Dec 31, 25

-79.47K

0.00%

CIBC Private Wealth Group, LLC

4.10K

Dec 31, 25

-86

0.00%

CANANDAIGUA NATIONAL BANK & TRUST CO

3.62K

Dec 31, 25

0.00%

TRUST CO OF VERMONT

1.27K

Dec 31, 25

-360

0.00%

MARYLAND CAPITAL ADVISORS INC.

782

Dec 31, 25

-148

0.00%

Running Point Capital Advisors, LLC

513

Dec 31, 25

0.00%

Covenant Partners, LLC

483

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

340

Dec 31, 25

0.00%

Pandora Wealth, Inc.

180

Dec 31, 25

0.00%

New Millennium Group LLC

111

Dec 31, 25

0.00%

Stephens Consulting, LLC

Dec 31, 25

+15

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-363

Full Sail Capital, LLC

261.39K

Sep 30, 25

-16.68K

0.15%

Glenmede Investment Management, LP

47.70K

Sep 30, 25

-683

0.03%

WETHERBY ASSET MANAGEMENT INC

22.40K

Sep 30, 25

0.01%

PBMares Wealth Management LLC

8.59K

Sep 30, 25

-646

0.01%

SYNOVUS FINANCIAL CORP

8.09K

Sep 30, 25

+62

0.00%

Moloney Securities Asset Management, LLC

5.62K

Sep 30, 25

-28

0.00%

AllSquare Wealth Management LLC

5.42K

Sep 30, 25

0.00%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

4.90K

Sep 30, 25

+250

0.00%

Watts Gwilliam & Co., LLC

4.79K

Sep 30, 25

0.00%

Strive Asset Management, LLC

3.83K

Sep 30, 25

-2.19K

0.00%

Willow Creek Wealth Management Inc.

3.17K

Sep 30, 25

0.00%

MAS Advisors LLC

3.12K

Sep 30, 25

+40

0.00%

Kathleen S. Wright Associates Inc.

1.65K

Sep 30, 25

0.00%

Hemington Wealth Management

536

Sep 30, 25

0.00%

Promus Capital, LLC

Sep 30, 25

0.00%

PITCAIRN CO

Sep 30, 25

-5.66K

Bristlecone Advisors, LLC

Sep 30, 25

-1.59K

AVANTAX ADVISORY SERVICES, INC.

741.13K

Jun 30, 25

+16.75K

0.44%

Copperwynd Financial, LLC

124.83K

Jun 30, 25

+124.83K

0.07%

PrairieView Partners, LLC

36.10K

Jun 30, 25

+1.36K

0.02%

Family Firm, Inc.

23.84K

Jun 30, 25

-993

0.01%

DOHJ, LLC

22.78K

Jun 30, 25

-963

0.01%

Parkworth Wealth Management, Inc.

17.86K

Jun 30, 25

+265

0.01%

Atria Wealth Solutions, Inc.

11.32K

Jun 30, 25

+157

0.01%

Martin Worley Group

9.88K

Jun 30, 25

0.01%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

9.68K

Jun 30, 25

-572

0.01%

First Horizon Advisors, Inc.

9.41K

Jun 30, 25

-172

0.01%

Capital A Wealth Management, LLC

186

Jun 30, 25

-32.30K

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+41

0.00%

Financial Gravity Companies, Inc.

Jun 30, 25

0.00%

Corrigan Financial, Inc.

36.62K

Mar 31, 25

-1.53K

0.02%

Cahill Wealth Management, LLC

12.98K

Mar 31, 25

-41

0.01%

BluePointe Capital Management, LLC

11.64K

Mar 31, 25

+562

0.01%

Vista Wealth Management Group, LLC

7.35K

Mar 31, 25

0.00%

West Coast Financial LLC

6.79K

Mar 31, 25

-600

0.00%

Spectrum Wealth Counsel, LLC

6.61K

Mar 31, 25

-40

0.00%

Sandy Spring Bank

1.54K

Mar 31, 25

-632

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.42K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

+68

0.00%

Nuveen Asset Management, LLC

417.23K

Dec 31, 24

+253.02K

0.25%

Fairhaven Wealth Management, LLC

126.33K

Dec 31, 24

-448

0.07%

Private Portfolio Partners LLC

108.03K

Dec 31, 24

-426

0.06%

LAKE STREET ADVISORS GROUP, LLC

98.31K

Dec 31, 24

-6.87K

0.06%

Merriman Wealth Management, LLC

65.74K

Dec 31, 24

-123.96K

0.04%

UNIONVIEW, LLC

13.71K

Dec 31, 24

+202

0.01%

CRITERION CAPITAL ADVISORS, LLC

5.62K

Dec 31, 24

0.00%

Cassady Schiller Wealth Management, LLC

2.88K

Dec 31, 24

0.00%

AlphaMark Advisors, LLC

172

Dec 31, 24

0.00%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-552

Syntrinsic LLC

223.84K

Sep 30, 24

+3.32K

0.13%

KABOUTER MANAGEMENT, LLC

196.86K

Sep 30, 24

+54.93K

0.12%

Raymond James Financial Services Advisors, Inc.

161.65K

Sep 30, 24

+78.06K

0.10%

LWMG, LLC

88.07K

Sep 30, 24

+9.53K

0.05%

Argent Financial Group, Inc.

84.26K

Sep 30, 24

+84.26K

0.05%

RAYMOND JAMES & ASSOCIATES

83.34K

Sep 30, 24

-4.18K

0.05%

ClariVest Asset Management LLC

46.14K

Sep 30, 24

0.03%

Axiom Advisory, LLC

23.36K

Sep 30, 24

+606

0.01%

Alera Investment Advisors, LLC

8.44K

Sep 30, 24

-720

0.00%

RAYMOND JAMES TRUST N.A.

5.57K

Sep 30, 24

-869

0.00%

Essex Private Wealth Management, LLC

3.02K

Sep 30, 24

+3.02K

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

750

Sep 30, 24

+750

0.00%

Halpern Financial, Inc.

324

Sep 30, 24

-63

0.00%

GYL FINANCIAL SYNERGIES, LLC

Sep 30, 24

-3.66K

BlackRock Inc.

3.46M

Jun 30, 24

+405.39K

2.04%

BUCKINGHAM STRATEGIC WEALTH, LLC

488.19K

Jun 30, 24

-1.39K

0.29%

ARVEST TRUST CO N A

335.43K

Jun 30, 24

+335.43K

0.20%

BENJAMIN F. EDWARDS & COMPANY, INC.

26.64K

Jun 30, 24

+1.87K

0.02%

Windham Capital Management, LLC

15.85K

Jun 30, 24

0.01%

GIRARD PARTNERS LTD.

13.70K

Jun 30, 24

-619

0.01%

Vantage Financial Partners Ltd., Inc.

8.99K

Jun 30, 24

-1.57K

0.01%

Relative Value Partners Group, LLC

5.86K

Jun 30, 24

+5.86K

0.00%

Custom Portfolio Group LLC

932

Jun 30, 24

0.00%

Private Ocean, LLC

785

Jun 30, 24

0.00%

Spotlight Asset Group, Inc.

180

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

111.25K

Mar 31, 24

+22.09K

0.07%

Benedetti & Gucer, Inc.

14.77K

Mar 31, 24

+867

0.01%

Bromfield Sneider Wealth Advisors

14.54K

Mar 31, 24

+2.54K

0.01%

Cetera Advisors LLC

11.55K

Mar 31, 24

+4.76K

0.01%

Cutler Group LLC / CA

500

Mar 31, 24

+500

0.00%

Retirement Group, LLC

171

Mar 31, 24

-16

0.00%

CREDIT SUISSE AG/

Mar 31, 24

-6.89K

Connectus Wealth, LLC

Mar 31, 24

-6.56K

Baystate Wealth Management LLC

85.29K

Dec 31, 23

+289

0.05%

Adroit Compliance, LLC

79.14K

Dec 31, 23

+79.14K

0.05%

WADE G W & INC

75.35K

Dec 31, 23

-1.73K

0.04%

Simplicity Solutions, LLC

54.26K

Dec 31, 23

+2.81K

0.03%

Bartlett & Co. LLC

52.84K

Dec 31, 23

-250

0.03%

Day & Ennis, LLC

23.82K

Dec 31, 23

-122

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

4.02K

Dec 31, 23

+4.02K

0.00%

COLONY GROUP LLC

439.12K

Sep 30, 23

+19.81K

0.26%

PATHSTONE FAMILY OFFICE, LLC

208.68K

Sep 30, 23

+5.81K

0.12%

Trellis Advisors, LLC

126.59K

Sep 30, 23

+3.98K

0.07%

Wealth Management Solutions, LLC

73.03K

Sep 30, 23

-628

0.04%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

25.88K

Sep 30, 23

+981

0.02%

ROPES WEALTH ADVISORS LLC

17.01K

Sep 30, 23

-1.27K

0.01%

ADVISOR PARTNERS II, LLC

7.68K

Sep 30, 23

+7.68K

0.00%

Icon Wealth Partners, LLC

3.36K

Sep 30, 23

0.00%

Column Capital Advisors, LLC

773

Sep 30, 23

0.00%

Polaris Wealth Advisory Group, LLC

Sep 30, 23

-58.64K

TIAA, FSB

4.25M

Jun 30, 23

-3.59M

2.50%

First Capital Advisors Group, LLC.

2.04K

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

833

Jun 30, 23

0.00%

MCMILLION CAPITAL MANAGEMENT INC

150

Jun 30, 23

+150

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

0.00%

Lumature Wealth Partners, LLC

Jun 30, 23

-21

0.00%

Southern Wealth Management, LLP

77.40K

Mar 31, 23

+501

0.05%

Stone Asset Management Inc.

33.16K

Mar 31, 23

-75.09K

0.02%

Baldrige Asset Management LLC

18.70K

Mar 31, 23

+208

0.01%

Fullen Financial Group

9.81K

Mar 31, 23

0.01%

Capital Directions Investment Advisors, LLC

97.99K

Dec 31, 22

+97.99K

0.06%

REFRAME WEALTH, LLC

97.99K

Dec 31, 22

+97.99K

0.06%

BANK OF THE WEST

91.43K

Dec 31, 22

+48.69K

0.05%

RESOLUTE FINANCIAL, LLC

18.22K

Dec 31, 22

+2.47K

0.01%

Burleson & Company, LLC

17.68K

Dec 31, 22

0.01%

Personal Capital Advisors Corp

9.44K

Dec 31, 22

+220

0.01%

GOFEN & GLOSSBERG LLC /IL/

5.18K

Dec 31, 22

+618

0.00%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

4.00K

Dec 31, 22

+4.00K

0.00%

Sargent Bickham Lagudis LLC

2.10K

Dec 31, 22

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

753

Dec 31, 22

+100

0.00%

GAMBLE JONES INVESTMENT COUNSEL

Dec 31, 22

-2.00K

Radnor Financial Advisors, LLC

271.58K

Sep 30, 22

+7.60K

0.16%

55I, LLC

159.53K

Sep 30, 22

+146.18K

0.09%

BALASA DINVERNO & FOLTZ LLC

118.36K

Sep 30, 22

+94.24K

0.07%

EATON VANCE MANAGEMENT

65.78K

Sep 30, 22

+26.11K

0.04%

American Portfolios Advisors

36.66K

Sep 30, 22

-692

0.02%

DOWLING & YAHNKE LLC

28.37K

Sep 30, 22

0.02%

CPWM, LLC

24.89K

Sep 30, 22

+1.78K

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

16.99K

Sep 30, 22

+16.99K

0.01%

BLUESTEIN R H & CO LLC

14.96K

Sep 30, 22

-2.62K

0.01%

REGENTATLANTIC CAPITAL LLC

12.96K

Sep 30, 22

+2.14K

0.01%

RGT Wealth Advisors, LLC

1.67K

Sep 30, 22

+1.37K

0.00%

KARLINSKI ANDREW C

533

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

486

Sep 30, 22

+486

0.00%

Covington Capital Management

402

Sep 30, 22

0.00%

Surevest, LLC

159

Sep 30, 22

+159

0.00%

FourThought Financial, LLC

100

Sep 30, 22

0.00%

MILESTONE WEALTH, LLC

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-235

Beaumont Financial Partners, LLC

Sep 30, 22

-4.07K

Lake Point Wealth Management

199.70K

Jun 30, 22

+1.83K

0.12%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

31.18K

Jun 30, 22

+1.97K

0.02%

Intersect Capital LLC

5.02K

Jun 30, 22

+5.02K

0.00%

Frontier Wealth Management LLC

4.38K

Jun 30, 22

-251

0.00%

Fieldpoint Private Securities, LLC

765

Jun 30, 22

-567

0.00%

ADVISOR PARTNERS LLC

Jun 30, 22

-4.12K

People's United Financial, Inc.

256.25K

Mar 31, 22

-20.16K

0.15%

Hefren-Tillotson, Inc.

173.21K

Mar 31, 22

+15.61K

0.10%

SVB Investment Services Inc.

47.79K

Mar 31, 22

+9.69K

0.03%

Lenox Wealth Advisors, LLC

23.87K

Mar 31, 22

+21

0.01%

ELM ADVISORS, LLC

18.81K

Mar 31, 22

-7.87K

0.01%

Financial Planners of Cleveland, Inc.

15.67K

Mar 31, 22

+15.67K

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

11.67K

Mar 31, 22

+4.58K

0.01%

KINGS POINT CAPITAL MANAGEMENT

1.31K

Mar 31, 22

0.00%

RITTER DANIHER FINANCIAL ADVISORY LLC

203

Mar 31, 22

+203

0.00%

Freedman Financial Associates, Inc.

Mar 31, 22

0.00%

Cassaday & Co Inc.

96.33K

Dec 31, 21

+28.99K

0.06%

Paradigm Financial Advisors, LLC

18.89K

Dec 31, 21

+1.74K

0.01%

Asset Planning Services, Ltd.

9.42K

Dec 31, 21

+93

0.01%

NEXT Financial Group, Inc

3.57K

Dec 31, 21

+1.55K

0.00%

Crescent Capital Consulting, LLC

1.23K

Dec 31, 21

+1.23K

0.00%

REILLY FINANCIAL ADVISORS, LLC

779

Dec 31, 21

+515

0.00%

MD Financial Management Inc.

392

Dec 31, 21

+392

0.00%

Carroll Financial Associates, Inc.

148

Dec 31, 21

-57

0.00%

Rinet Co LLC

555.48K

Sep 30, 21

-2.19K

0.33%

MANAGED ACCOUNT SERVICES INC

72.86K

Sep 30, 21

-8.74K

0.04%

Harborview Advisors, LLC

37.49K

Sep 30, 21

+229

0.02%

HATTON CONSULTING, INC.

33.88K

Sep 30, 21

+5.03K

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

23.46K

Sep 30, 21

+3.41K

0.01%

BBVA USA

4.32K

Sep 30, 21

-241

0.00%

Homrich & Berg

4.27K

Sep 30, 21

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

2.98K

Sep 30, 21

-240

0.00%

Filbrandt Wealth Management, LLC

530

Sep 30, 21

-41

0.00%

Sonora Investment Management, LLC

218

Sep 30, 21

0.00%

AdvicePeriod, LLC

21.85K

Jun 30, 21

+1.11K

0.01%

Financial Consulate Inc.

5.39K

Jun 30, 21

+5.39K

0.00%

PNC Managed Account Solutions, Inc.

1.61K

Jun 30, 21

+1.61K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

1.03K

Jun 30, 21

0.00%

Hoover Financial Advisors, Inc.

200

Jun 30, 21

0.00%

Paracle Advisors, LLC

32.45K

Mar 31, 21

-470

0.02%

FIRST INTERSTATE BANCSYSTEM INC

8.32K

Mar 31, 21

+8.32K

0.00%

BBVA USA Bancshares, Inc.

6.39K

Mar 31, 21

-60

0.00%

TCF National Bank

3.07K

Mar 31, 21

0.00%

BERRY GROUP, LLC

65.06K

Dec 31, 20

+1.14K

0.04%

SVA Wealth Management, LLC

5.70K

Dec 31, 20

+238

0.00%

ETRADE Capital Management LLC

187.13K

Sep 30, 20

-2.02K

0.11%

Price Wealth, LLC

132.43K

Sep 30, 20

-37.77K

0.08%

Independence Advisors, LLC

90.99K

Sep 30, 20

-251

0.05%

Copper Rock Capital Partners, LLC

86.40K

Sep 30, 20

-19.11K

0.05%

First Allied Advisory Services, Inc.

24.75K

Sep 30, 20

-7.10K

0.01%

Kavar Capital Partners, LLC

6.05K

Sep 30, 20

-424

0.00%

Wealthspire Advisors, L.P.

4.17K

Sep 30, 20

-762

0.00%

FCG ADVISORS, LLC

4.01K

Sep 30, 20

-1.93K

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

1.63K

Sep 30, 20

0.00%

Maxim Capital Management LLC

39.52K

Jun 30, 20

+105

0.02%

TRUEWEALTH LLC

5.34K

Jun 30, 20

-22.27K

0.00%

STRALEM & CO INC

532

Jun 30, 20

0.00%

Stratford Consulting, LLC

257.34K

Mar 31, 20

-111.89K

0.15%

PagnatoKarp Partners LLC

4.94K

Mar 31, 20

-9.58K

0.00%

Squar Milner Financial Services LLC

965

Mar 31, 20

0.00%

Huber Financial Advisors, LLC

Mar 31, 20

-3.27K

BOYS ARNOLD & CO INC

Mar 31, 20

-3.82K

Willingdon Wealth Management

Mar 31, 20

-35

LADENBURG THALMANN FINANCIAL SERVICES INC.

169.66K

Dec 31, 19

+28.16K

0.10%

Advisor Group, Inc.

95.53K

Dec 31, 19

-2.87K

0.06%

CAPITAL ONE, NATIONAL ASSOCIATION

12.09K

Dec 31, 19

+12.09K

0.01%

Beacon Pointe Wealth Advisors, LLC

5.99K

Dec 31, 19

-1.60K

0.00%

FBL INVESTMENT MANAGEMENT SERVICES INC/IA

3.17K

Dec 31, 19

0.00%

SUNTRUST BANKS INC

324.56K

Sep 30, 19

-219.53K

0.19%

BIEGEL & WALLER LLC

190.53K

Sep 30, 19

-21

0.11%

BB&T SECURITIES, LLC

164.38K

Sep 30, 19

+10.39K

0.10%

Wealth & Pension Services Group, Inc.

32.37K

Sep 30, 19

-964

0.02%

MADRONA FUNDS, LLC

21.07K

Sep 30, 19

+21.07K

0.01%

Capital One Investing, Inc.

6.79K

Sep 30, 19

+6.79K

0.00%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

5.28K

Sep 30, 19

0.00%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

2.32K

Sep 30, 19

+1.96K

0.00%

Shamrock Asset Management LLC

184

Sep 30, 19

0.00%

LODESTAR INVESTMENT COUNSEL LLC/IL

143.48K

Jun 30, 19

-1.03K

0.08%

Lourd Capital, LLC

20.54K

Jun 30, 19

0.01%

CHEMICAL BANK

5.10K

Jun 30, 19

+187

0.00%

Planning Solutions Group LLC

3.87K

Jun 30, 19

0.00%

HARVEST CAPITAL MANAGEMENT INC

Jun 30, 19

-46.63K

Steinberg Global Asset Management

38.77K

Mar 31, 19

-362

0.02%

Live Your Vision, LLC

9.85K

Mar 31, 19

+80

0.01%

AT Bancorp

4.45K

Mar 31, 19

-3.22K

0.00%

NEXT Financial Holdings

1.62K

Mar 31, 19

+1.62K

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

599

Mar 31, 19

0.00%

Clarfeld Financial Advisors, LLC

86.50K

Dec 31, 18

+86.50K

0.05%

CEDAR HILL ASSOCIATES, LLC

46.22K

Dec 31, 18

+46.22K

0.03%

COMERICA SECURITIES INC

Dec 31, 18

-4.67K

WealthTrust-Arizona, LLC

Dec 31, 18

-75

DEARBORN CAPITAL MANAGEMENT LLC

46.41K

Sep 30, 18

-4.54K

0.03%

RAND WEALTH, LLC

4.00K

Sep 30, 18

-54

0.00%

Vantage Investment Advisors, LLC

Sep 30, 18

-221

0.00%

PhaseCapital LP

Sep 30, 18

-336

Vestpro Financial Partners, Inc. dba CPF Texas

Sep 30, 18

-7.81K

Edge Advisors, LLC

34.36K

Jun 30, 18

+1.81K

0.02%

Allegis Investment Advisors, LLC

13.98K

Mar 31, 18

+13.98K

0.01%

Oak Point Wealth Management

Mar 31, 18

-13

Hefty Wealth Partners

Mar 31, 18

-245

MILLIE CAPITAL MANAGEMENT, LLC

62.84K

Dec 31, 17

+2.48K

0.04%

GFS Private Wealth, LLC

47.04K

Dec 31, 17

+47.04K

0.03%

AURORA FINANCIAL ADVISORS, LLC

14.51K

Dec 31, 17

+14.51K

0.01%

Cornerstone Financial Partners, LLC

11.15K

Dec 31, 17

-163

0.01%

ROCKEFELLER FINANCIAL SERVICES INC

6.05K

Dec 31, 17

0.00%

WealthShield, LLC

1.69K

Dec 31, 17

+1.69K

0.00%

BB&T INVESTMENT SERVICES, INC.

270

Dec 31, 17

+270

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-20.21K

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-3.56K

SII INVESTMENTS INC/WI

Dec 31, 17

-4.53K

ROBERTSON STEPHENS ADVISORS LLC

17.31K

Sep 30, 17

-941

0.01%

Commonwealth Equity Services, Inc

132.38K

Jun 30, 17

+10.54K

0.08%

WFG Advisors, LP

18.11K

Jun 30, 17

+2.46K

0.01%

Virtu KCG Holdings LLC

12.40K

Jun 30, 17

-33.51K

0.01%

RONALD BLUE & CO LLC

8.72K

Jun 30, 17

+977

0.01%

Independent Portfolio Consultants, Inc.

6.91K

Jun 30, 17

-760

0.00%

TIAA CREF TRUST CO FSB/MO

11.28M

Mar 31, 17

+246.52K

6.63%

Kernodle & Katon Asset Management Group, LLC

249

Mar 31, 17

+249

0.00%

BlackRock Group LTD

2.79M

Dec 31, 16

+70.17K

1.64%

BlackRock Fund Advisors

1.55M

Dec 31, 16

-407.30K

0.91%

MSI Financial Services Inc

106.66K

Dec 31, 16

+2.60K

0.06%

Braver Wealth Management, LLC

62.56K

Dec 31, 16

+1.26K

0.04%

BlackRock Japan Co. Ltd

23.30K

Dec 31, 16

-4.16K

0.01%

BlackRock Investment Management, LLC

5.90K

Dec 31, 16

+2.93K

0.00%

HIGH POINT BANK & TRUST CO

112

Dec 31, 16

0.00%

BLACKROCK ADVISORS LLC

Dec 31, 16

-3.86K

Argentus Capital Management, LLC

Dec 31, 16

-1.60K

Stanford Investment Group, Inc.

Dec 31, 16

-131

Gerstein Fisher

7.14K

Sep 30, 16

-495

0.00%

Tactical Allocation Group LLC

112.68K

Jun 30, 16

-17.15K

0.07%

Counsel Portfolio Services Inc.

43.05K

Jun 30, 16

+244

0.03%

Alerus Investment Advisors Corp

3.52K

Mar 31, 16

+398

0.00%

Gupta Wealth Management LLC

Mar 31, 16

-2.18K

0.00%

IBBOTSON ASSOCIATES INC

194.59K

Dec 31, 15

+13.05K

0.11%

Fusion Investment Group, LLC

11.74K

Dec 31, 15

0.01%

Pinnacle Summer Investments, Inc.

1.21K

Dec 31, 15

+23

0.00%

FutureAdvisor, Inc.

525.27K

Sep 30, 15

+75.17K

0.31%

J.P. Turner & Co Capital Mnagement, LLC

6.52K

Sep 30, 15

+6.52K

0.00%

SOUTH GEORGIA CAPITAL, LLC

211

Sep 30, 15

0.00%

Convergent Wealth Advisors

Sep 30, 15

-12.10K

MANAGED ACCOUNT ADVISORS LLC

14.32K

Jun 30, 15

+2.36K

0.01%

BAIRD ROBERT W & CO INC /WI/

152.87K

Mar 31, 15

-19.26K

0.09%

BOSTON PRIVATE BANK & TRUST CO

2.79K

Mar 31, 15

+2.00K

0.00%

Placemark Investments, Inc.

18.62K

Dec 31, 14

+1.80K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

13.49K

Dec 31, 14

-9.62K

0.01%

UBS AG

431.58K

Sep 30, 14

-386.16K

0.25%

1919 Investment Counsel, LLC

3.13K

Sep 30, 14

0.00%

MUNDER CAPITAL MANAGEMENT

1.55K

Sep 30, 14

0.00%

Wilmington Trust Investment Management, LLC

295.75K

Jun 30, 14

+4.40K

0.17%

Long Wharf Investors, Inc.

51.61K

Jun 30, 14

-690

0.03%

KMS FINANCIAL SERVICES, INC

5.37K

Jun 30, 14

-8.65K

0.00%

Wilmington Trust, National Association

1.43K

Jun 30, 14

+1.43K

0.00%

RIVERSVILLE CAPITAL, INC.

32.54K

Mar 31, 14

-6

0.02%

Jane Street Holding, LLC

253.56K

Dec 31, 13

-714.90K

0.15%

STIFEL NICOLAUS & CO INC \MO\

24.86K

Sep 30, 13

+2.64K

0.01%

KNIGHT CAPITAL GROUP LLC

16.73K

Jun 30, 13

+16.73K

0.01%

First Allied Securities, Inc.

1.76K

Jun 30, 12

0.00%

MERRIMAN, LLC

38.00K

Sep 30, 11

-4.70K

0.02%