iShares Trust iShares 0-1 Year Treasury Bond ETF(SHV)

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iShares Trust iShares 0-1 Year Treasury Bond ETF(SHV)

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$110.33—

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SHV(SHV)

SHV

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

Institutional Ownership

Top 968 Institutional Holders

Holder	Shares	Date	Change	% Held
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.11M	Jun 30, 26	+112.09K	0.59%
Trust Co	806.48K	Jun 30, 26	+15.98K	0.42%
Townsend & Associates, Inc	664.44K	Jun 30, 26	+18.48K	0.35%
Oakworth Capital, Inc.	610.58K	Jun 30, 26	-88.14K	0.32%
TRUIST FINANCIAL CORP	539.47K	Jun 30, 26	-631	0.28%
Hansen & Associates Financial Group, Inc.	427.91K	Jun 30, 26	-46.98K	0.23%
FINANCIAL CONSULATE, INC	347.76K	Jun 30, 26	+19.04K	0.18%
Client First Capital LLC	276.19K	Jun 30, 26	-9.31K	0.15%
Legacy Advisory Services, LLC	209.36K	Jun 30, 26	-19.34K	0.11%
AdvisorNet Financial, Inc	201.81K	Jun 30, 26	+29.28K	0.11%
Farther Finance Advisors, LLC	183.30K	Jun 30, 26	-311	0.10%
SIMON QUICK ADVISORS, LLC	179.34K	Jun 30, 26	+38	0.09%
Sulzberger Capital Advisors, Inc.	172.59K	Jun 30, 26	-14.50K	0.09%
STABLEFORD CAPITAL II LLC	164.91K	Jun 30, 26	+74.26K	0.09%
Sierra Legacy Group	161.13K	Jun 30, 26	-21.28K	0.08%
Fairvoy Private Wealth, LLC	154.48K	Jun 30, 26	+9.62K	0.08%
KFA Private Wealth Group, LLC	150.49K	Jun 30, 26	-7.93K	0.08%
Mascoma Wealth Management LLC	144.24K	Jun 30, 26	+3.78K	0.08%
CWA Asset Management Group, LLC	133.32K	Jun 30, 26	+23.45K	0.07%
KWMG, LLC	131.95K	Jun 30, 26	+6.23K	0.07%
OAK FAMILY ADVISORS, LLC	108.29K	Jun 30, 26	+17.70K	0.06%
Lee Financial Co	106.07K	Jun 30, 26	-3.05K	0.06%
Pacifica Partners Inc.	103.73K	Jun 30, 26	+26.78K	0.05%
MinichMacGregor Wealth Management, LLC	102.03K	Jun 30, 26	+8.75K	0.05%
UDINE WEALTH MANAGEMENT, INC.	101.75K	Jun 30, 26	-8.50K	0.05%
ROOF EIDAM & MAYCOCK/ADV	99.19K	Jun 30, 26	+99.19K	0.05%
Climber Capital SA	85.39K	Jun 30, 26	+19.21K	0.04%
PARAGON CAPITAL MANAGEMENT INC	81.78K	Jun 30, 26	-432	0.04%
Mader & Shannon Wealth Management, Inc.	76.74K	Jun 30, 26	-537	0.04%
Kestra Advisory Services, LLC	76.11K	Jun 30, 26	-5.47K	0.04%
D.A. DAVIDSON & CO.	74.73K	Jun 30, 26	+16.73K	0.04%
RFG Advisory, LLC	73.94K	Jun 30, 26	+1.00K	0.04%
GREENLEAF TRUST	67.32K	Jun 30, 26	-219	0.04%
BFSG, LLC	64.97K	Jun 30, 26	+883	0.03%
INDEPENDENT FINANCIAL GROUP, LLC	64.87K	Jun 30, 26	-3.28K	0.03%
IFP Advisors, Inc	64.26K	Jun 30, 26	+5.39K	0.03%
GUIDANCE CAPITAL, INC	63.48K	Jun 30, 26	+1.83K	0.03%
Onyx Bridge Wealth Group LLC	59.87K	Jun 30, 26	-17.55K	0.03%
DAVENPORT & Co LLC	59.02K	Jun 30, 26	-447	0.03%
KEYBANK NATIONAL ASSOCIATION/OH	58.52K	Jun 30, 26	+1.38K	0.03%
a16z Perennial Management, L.P.	58.37K	Jun 30, 26	+58.37K	0.03%
PARK AVENUE SECURITIES LLC	57.80K	Jun 30, 26	-32.89K	0.03%
North Star Investment Management Corp.	56.74K	Jun 30, 26	+9.36K	0.03%
WEDBUSH SECURITIES INC	56.47K	Jun 30, 26	-2.71K	0.03%
ALTERNA WEALTH MANAGEMENT, INC	54.54K	Jun 30, 26	-1.55K	0.03%
RIA Advisory Group LLC	50.33K	Jun 30, 26	-5.24K	0.03%
SBI Securities Co., Ltd.	49.69K	Jun 30, 26	-27.66K	0.03%
Hixon Zuercher, LLC	49.39K	Jun 30, 26	+1.55K	0.03%
Baring Financial LLC	48.92K	Jun 30, 26	-240	0.03%
Strategic Blueprint, LLC	47.25K	Jun 30, 26	-685	0.02%
Procyon Advisors, LLC	45.39K	Jun 30, 26	-6.23K	0.02%
EHRLICH FINANCIAL GROUP	42.89K	Jun 30, 26	+23.45K	0.02%
Atria Investments, Inc	39.31K	Jun 30, 26	-26.63K	0.02%
Heck Capital Advisors, LLC	38.05K	Jun 30, 26	-3.14K	0.02%
Formidable Asset Management, LLC	37.79K	Jun 30, 26	+14.93K	0.02%
INVESTMENT HOUSE LLC	37.56K	Jun 30, 26	--	0.02%
MILESTONE ASSET MANAGEMENT, LLC	36.44K	Jun 30, 26	+2.23K	0.02%
PATTON FUND MANAGEMENT, INC.	36.22K	Jun 30, 26	+1.07K	0.02%
TD Waterhouse Canada Inc.	35.85K	Jun 30, 26	+17.45K	0.02%
Walker Financial Services, Inc.	35.54K	Jun 30, 26	-2.13K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	34.74K	Jun 30, 26	-3.85K	0.02%
Premier Path Wealth Partners, LLC	34.23K	Jun 30, 26	+3.00K	0.02%
Forum Financial Management, LP	33.06K	Jun 30, 26	-8.00K	0.02%
Alexis Investment Partners, LLC	32.97K	Jun 30, 26	+1.15K	0.02%
Spartan Planning & Wealth Management	32.86K	Jun 30, 26	-18.71K	0.02%
Trilogy Capital Inc.	32.11K	Jun 30, 26	-3.63K	0.02%
San Luis Wealth Advisors LLC	30.85K	Jun 30, 26	-24.76K	0.02%
ATTICUS WEALTH MANAGEMENT, LLC	30.62K	Jun 30, 26	+12.57K	0.02%
JAMES INVESTMENT RESEARCH INC	29.38K	Jun 30, 26	-1.74K	0.02%
Private Advisor Group, LLC	27.49K	Jun 30, 26	-23.68K	0.01%
CoreCap Advisors, LLC	26.52K	Jun 30, 26	-3.19K	0.01%
Institute for Wealth Management, LLC.	26.36K	Jun 30, 26	-3.27K	0.01%
J.W. COLE ADVISORS, INC.	26.02K	Jun 30, 26	+26.02K	0.01%
Fermata Advisors, LLC	25.14K	Jun 30, 26	-739	0.01%
Net Worth Advisory Group	23.63K	Jun 30, 26	-3.01K	0.01%
Core Wealth Partners LLC	23.19K	Jun 30, 26	-764	0.01%
Spire Wealth Management	22.90K	Jun 30, 26	-726	0.01%
Carlton Hofferkamp & Jenks Wealth Management, LLC	22.70K	Jun 30, 26	-1.62K	0.01%
Coastal Investment Advisors, Inc.	22.47K	Jun 30, 26	+1.79K	0.01%
Foundry Financial Group, Inc.	22.18K	Jun 30, 26	+163	0.01%
David R. Rahn & Associates Inc.	22.04K	Jun 30, 26	+14.68K	0.01%
Capital Advisors, Ltd. LLC	21.51K	Jun 30, 26	+1.22K	0.01%
EAGLE ROCK INVESTMENT COMPANY, LLC	20.02K	Jun 30, 26	-982	0.01%
Tempus Wealth Planning, LLC	19.50K	Jun 30, 26	-2.93K	0.01%
MARINO, STRAM & ASSOCIATES LLC	19.41K	Jun 30, 26	-7.00K	0.01%
BENEDICT FINANCIAL ADVISORS INC	19.41K	Jun 30, 26	+3.63K	0.01%
Abacus Planning Group, Inc.	19.12K	Jun 30, 26	+2	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	18.01K	Jun 30, 26	+1.07K	0.01%
Leelyn Smith, LLC	17.52K	Jun 30, 26	+7.36K	0.01%
ASPIRIANT, LLC	17.43K	Jun 30, 26	-402	0.01%
GenWealth Group, Inc.	17.32K	Jun 30, 26	+112	0.01%
Perennial Advisors, LLC	16.88K	Jun 30, 26	+363	0.01%
Concurrent Investment Advisors, LLC	16.86K	Jun 30, 26	-3.36K	0.01%
Financial Management Professionals, Inc.	16.22K	Jun 30, 26	--	0.01%
INSPIRION WEALTH ADVISORS, LLC	15.39K	Jun 30, 26	--	0.01%
Canal Capital Management, LLC	15.24K	Jun 30, 26	+15.24K	0.01%
Kings Path Partners LLC	14.96K	Jun 30, 26	-1.64K	0.01%
SVB WEALTH LLC	14.93K	Jun 30, 26	-454	0.01%
CENTRAL BANK & TRUST CO	14.91K	Jun 30, 26	-315	0.01%
Brookstone Capital Management	14.76K	Jun 30, 26	+644	0.01%
Bosman Wealth Management, LLC	14.05K	Jun 30, 26	--	0.01%
Prospera Financial Services Inc	13.68K	Jun 30, 26	-6.36K	0.01%
Arkfeld Wealth Strategies, L.L.C.	13.56K	Jun 30, 26	+33	0.01%
Mainsail Financial Group, LLC	12.94K	Jun 30, 26	-14.80K	0.01%
Courage Miller Partners, LLC	12.71K	Jun 30, 26	+140	0.01%
PROFESSIONAL ADVISORY SERVICES INC	12.68K	Jun 30, 26	-11.09K	0.01%
Western Financial Corp/CA	12.43K	Jun 30, 26	+675	0.01%
Sage Advisory Services, Ltd.Co.	12.08K	Jun 30, 26	--	0.01%
Burford Brothers, Inc.	11.96K	Jun 30, 26	-47	0.01%
NORRIS PERNE & FRENCH LLP/MI	11.88K	Jun 30, 26	+6.10K	0.01%
Ifrah Financial Services, Inc.	11.88K	Jun 30, 26	+18	0.01%
FOUNDERS GROVE WEALTH PARTNERS, LLC	11.79K	Jun 30, 26	+1.17K	0.01%
National Wealth Management Group, LLC	11.73K	Jun 30, 26	-586	0.01%
Pathway Financial Advisors LLC	11.22K	Jun 30, 26	-181	0.01%
Archford Capital Strategies, LLC	11.15K	Jun 30, 26	+6.38K	0.01%
Fonville Wealth Management LLC	11.13K	Jun 30, 26	-773	0.01%
BRIAN LOW FINANCIAL GROUP, LLC	11.10K	Jun 30, 26	+1.24K	0.01%
BANQUE PICTET & CIE SA	11.05K	Jun 30, 26	-102.03K	0.01%
OLD NATIONAL BANCORP /IN/	10.97K	Jun 30, 26	-2.52K	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	10.81K	Jun 30, 26	+1.80K	0.01%
Crews Bank & Trust	10.57K	Jun 30, 26	-907	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	10.56K	Jun 30, 26	-11.19K	0.01%
CIDEL ASSET MANAGEMENT INC	10.45K	Jun 30, 26	--	0.01%
Baker Ellis Asset Management LLC	10.40K	Jun 30, 26	+7.95K	0.01%
Sequoia Financial Advisors, LLC	10.34K	Jun 30, 26	+2	0.01%
Bison Wealth, LLC	10.23K	Jun 30, 26	+28	0.01%
LINCOLN CAPITAL CORP	9.97K	Jun 30, 26	+512	0.01%
VisionPoint Advisory Group, LLC	9.32K	Jun 30, 26	-83	0.00%
Buska Wealth Management, LLC	9.18K	Jun 30, 26	+9.18K	0.00%
Concord Wealth Partners	9.04K	Jun 30, 26	-389	0.00%
WHITTIER TRUST CO	8.87K	Jun 30, 26	--	0.00%
Elevation Capital Advisory, LLC	8.37K	Jun 30, 26	-999	0.00%
FLAGSTAR ADVISORS INC.	8.26K	Jun 30, 26	+954	0.00%
Sovereign Financial Group, Inc.	8.21K	Jun 30, 26	-147	0.00%
VISTA CAPITAL PARTNERS, INC.	7.95K	Jun 30, 26	+7.95K	0.00%
Sandy Cove Advisors, LLC	7.87K	Jun 30, 26	+1.45K	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	7.62K	Jun 30, 26	+227	0.00%
SIGNATUREFD, LLC	7.58K	Jun 30, 26	-126	0.00%
Montecito Bank & Trust	7.29K	Jun 30, 26	-450	0.00%
Presidio Capital Management, LLC	7.16K	Jun 30, 26	-136.68K	0.00%
Rosenberg Matthew Hamilton	7.13K	Jun 30, 26	-1.99K	0.00%
Dynamic Advisor Solutions LLC	7.09K	Jun 30, 26	+250	0.00%
Envestnet Portfolio Solutions, Inc.	6.99K	Jun 30, 26	-70.77K	0.00%
Global View Capital Management LLC	6.88K	Jun 30, 26	-782	0.00%
Dominguez Wealth Management Solutions, Inc.	6.70K	Jun 30, 26	-17	0.00%
Capital Management Associates, Inc	6.49K	Jun 30, 26	-6	0.00%
Roble, Belko & Company, Inc	6.42K	Jun 30, 26	-608	0.00%
Foster Group, Inc.	6.14K	Jun 30, 26	+180	0.00%
Mayflower Financial Advisors, LLC	6.05K	Jun 30, 26	+154	0.00%
TCP Asset Management, LLC	5.99K	Jun 30, 26	+1.73K	0.00%
Aries Wealth Management	5.95K	Jun 30, 26	+345	0.00%
Castle Rock Wealth Management, LLC	5.79K	Jun 30, 26	-69	0.00%
PRIVATE TRUST CO NA	5.69K	Jun 30, 26	-736	0.00%
ARMSTRONG ADVISORY GROUP, INC	5.50K	Jun 30, 26	-223	0.00%
SAGE FINANCIAL GROUP INC	5.01K	Jun 30, 26	-450	0.00%
Rinkey Investments	4.94K	Jun 30, 26	+94	0.00%
WEALTHCARE CAPITAL MANAGEMENT LLC	4.65K	Jun 30, 26	--	0.00%
EdgeRock Capital LLC	4.62K	Jun 30, 26	+375	0.00%
MFA Wealth Services	4.59K	Jun 30, 26	+1.37K	0.00%
Investment Partners Asset Management, Inc.	4.51K	Jun 30, 26	-590	0.00%
Leibman Financial Services, Inc.	4.39K	Jun 30, 26	-1.16K	0.00%
Physician Wealth Solutions Inc.	4.22K	Jun 30, 26	-63	0.00%
High Note Wealth, LLC	4.12K	Jun 30, 26	-84	0.00%
NWAM LLC	4.06K	Jun 30, 26	+310	0.00%
Apollon Wealth Management, LLC	4.06K	Jun 30, 26	+184	0.00%
Miracle Mile Advisors, LLC	4.03K	Jun 30, 26	+1	0.00%
Bayshore Capital Advisors, LLC	4.01K	Jun 30, 26	-444	0.00%
Intergy Private Wealth, LLC	3.99K	Jun 30, 26	-189	0.00%
Ted Buchan & Co	3.90K	Jun 30, 26	+2	0.00%
North Capital, Inc.	3.89K	Jun 30, 26	--	0.00%
Lake Hills Wealth Management, LLC	3.79K	Jun 30, 26	-609	0.00%
Turning Point Benefit Group, Inc.	3.66K	Jun 30, 26	-270	0.00%
TOMPKINS FINANCIAL CORP	3.63K	Jun 30, 26	--	0.00%
Innovative Wealth Building LLC	3.61K	Jun 30, 26	+1.40K	0.00%
BRADY FAMILY WEALTH, LLC	3.58K	Jun 30, 26	+3.58K	0.00%
Fortitude Advisory Group L.L.C.	3.55K	Jun 30, 26	-53	0.00%
Crane Advisory, LLC	3.54K	Jun 30, 26	+1.40K	0.00%
Aprio Wealth Management, LLC	3.52K	Jun 30, 26	+141	0.00%
HERITAGE OAK WEALTH ADVISORS LLC	3.47K	Jun 30, 26	-35	0.00%
Revolve Wealth Partners, LLC	3.44K	Jun 30, 26	+3.44K	0.00%
Innova Wealth Partners	3.36K	Jun 30, 26	-201	0.00%
Apella Capital, LLC	3.32K	Jun 30, 26	-578	0.00%
DOPKINS WEALTH MANAGEMENT, LLC	3.26K	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	3.25K	Jun 30, 26	--	0.00%
ROMANO BROTHERS AND COMPANY	3.22K	Jun 30, 26	--	0.00%
Finley Financial, LLC	3.15K	Jun 30, 26	-2.14K	0.00%
Cairn Investment Group, Inc.	2.88K	Jun 30, 26	--	0.00%
RMR Wealth Builders	2.88K	Jun 30, 26	+397	0.00%
Trueblood Wealth Management, LLC	2.87K	Jun 30, 26	+318	0.00%
Clarity Financial LLC	2.81K	Jun 30, 26	-1	0.00%
Wealthcare Advisory Partners LLC	2.74K	Jun 30, 26	-894	0.00%
RDA Financial Network	2.72K	Jun 30, 26	-226	0.00%
Clark Asset Management, LLC	2.69K	Jun 30, 26	+58	0.00%
Magnus Financial Group LLC	2.67K	Jun 30, 26	+144	0.00%
Synergy Asset Management, LLC	2.62K	Jun 30, 26	+594	0.00%
Triumph Capital Management	2.59K	Jun 30, 26	-358	0.00%
American Institute for Advanced Investment Management, LLP	2.55K	Jun 30, 26	--	0.00%
Koshinski Asset Management, Inc.	2.52K	Jun 30, 26	+436	0.00%
Fortis Group Advisors, LLC	2.51K	Jun 30, 26	-1.39K	0.00%
Sugar Maple Asset Management, LLC	2.44K	Jun 30, 26	--	0.00%
Clear Creek Financial Management, LLC	2.42K	Jun 30, 26	-4.60K	0.00%
Capital Investment Advisory Services, LLC	2.41K	Jun 30, 26	-232	0.00%
Gladstone Institutional Advisory LLC	2.38K	Jun 30, 26	+194	0.00%
First Heartland Consultants, Inc.	2.38K	Jun 30, 26	+2.38K	0.00%
MISSION WEALTH MANAGEMENT, LP	2.36K	Jun 30, 26	--	0.00%
Tanager Wealth Management LLP	2.30K	Jun 30, 26	--	0.00%
PRIVATE CLIENT SERVICES, LLC	2.20K	Jun 30, 26	-424	0.00%
Wedmont Private Capital	2.09K	Jun 30, 26	--	0.00%
Significant Wealth Partners LLC	2.06K	Jun 30, 26	+13	0.00%
Wealth Management Associates, Inc.	2.00K	Jun 30, 26	--	0.00%
LFA - Lugano Financial Advisors SA	2.00K	Jun 30, 26	-482	0.00%
Catalytic Wealth RIA, LLC	2.00K	Jun 30, 26	-108	0.00%
Lauterbach Financial Advisors, LLC	1.96K	Jun 30, 26	+18	0.00%
BridgePort Financial Solutions, LLC	1.94K	Jun 30, 26	--	0.00%
NorthCrest Asset Manangement, LLC	1.93K	Jun 30, 26	+1.93K	0.00%
Raab & Moskowitz Asset Management LLC	1.93K	Jun 30, 26	+1.93K	0.00%
BASSO CAPITAL MANAGEMENT, L.P.	1.90K	Jun 30, 26	+1.90K	0.00%
Smith, Salley & Associates	1.84K	Jun 30, 26	--	0.00%
Avantax Planning Partners, Inc.	1.82K	Jun 30, 26	+1.82K	0.00%
Walkner Condon Financial Advisors LLC	1.82K	Jun 30, 26	-38	0.00%
Investors Research Corp	1.75K	Jun 30, 26	+77	0.00%
StrongBox Wealth, LLC	1.64K	Jun 30, 26	-185	0.00%
RICHARDS, MERRILL & PETERSON, INC.	1.45K	Jun 30, 26	--	0.00%
FIRST HORIZON CORP	1.40K	Jun 30, 26	-1.91K	0.00%
Noble Wealth Management PBC	1.32K	Jun 30, 26	+859	0.00%
Quest 10 Wealth Builders, Inc.	1.30K	Jun 30, 26	-261	0.00%
Friedenthal Financial	860	Jun 30, 26	-223	0.00%
JFS WEALTH ADVISORS, LLC	619	Jun 30, 26	-36	0.00%
Hoese & Co LLP	480	Jun 30, 26	--	0.00%
EPG Wealth Management LLC	454	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	399	Jun 30, 26	-3	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	317	Jun 30, 26	+3	0.00%
SOA Wealth Advisors, LLC.	306	Jun 30, 26	--	0.00%
Dogwood Wealth Management LLC	270	Jun 30, 26	+69	0.00%
Crewe Advisors LLC	176	Jun 30, 26	+176	0.00%
Physician Wealth Advisors, Inc.	161	Jun 30, 26	+1	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	135	Jun 30, 26	-136	0.00%
Asset Management One Co., Ltd.	129	Jun 30, 26	--	0.00%
Keystone Financial Group, Inc.	129	Jun 30, 26	-33.15K	0.00%
Bulwark Capital Corp	119	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	96	Jun 30, 26	+96	0.00%
Mosley Wealth Management	85	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	54	Jun 30, 26	+54	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	39	Jun 30, 26	--	0.00%
Pflug Koory, LLC	35	Jun 30, 26	--	0.00%
Key FInancial Inc	26	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	22	Jun 30, 26	+22	0.00%
EverSource Wealth Advisors, LLC	21	Jun 30, 26	+21	0.00%
Ronald Blue Trust, Inc.	12	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	11	Jun 30, 26	--	0.00%
PayPay Securities Corp	7	Jun 30, 26	-1	0.00%
WOLFF WIESE MAGANA LLC	3	Jun 30, 26	--	0.00%
Founders Capital Management	1	Jun 30, 26	--	0.00%
ABSOLUTE CAPITAL MANAGEMENT, LLC	--	Jun 30, 26	-4.09K	--
Sowell Financial Services LLC	--	Jun 30, 26	-7.41K	--
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	--	Jun 30, 26	-2.64K	--
Hamilton Point Investment Advisors, LLC	--	Jun 30, 26	-408	--
Latitude Advisors, LLC	--	Jun 30, 26	-14.37K	--
Laurel Wealth Advisors LLC	--	Jun 30, 26	-2.08K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.21K	--
Beaird Harris Wealth Management, LLC	--	Jun 30, 26	-723	--
Global Assets Advisory, LLC	--	Jun 30, 26	-5.40K	--
Fiduciary Alliance LLC	--	Jun 30, 26	-2.83K	--
MCDONALD PARTNERS LLC	--	Jun 30, 26	-4.50K	--
WealthBridge Capital Management, LLC	--	Jun 30, 26	-8.97K	--
ABLE Financial Group, LLC	--	Jun 30, 26	-8.29K	--
Spinnaker Investment Group, LLC	--	Jun 30, 26	-8.16K	--
B.O.S.S. Retirement Advisors, LLC	--	Jun 30, 26	-2.77K	--
EXCEL SECURITIES & ASSOCIATES, INC.	--	Jun 30, 26	-24	--
B. Riley Wealth Advisors, Inc.	--	Jun 30, 26	-6.97K	--
Prosperity Financial Group, Inc.	--	Jun 30, 26	-2.79K	--
AI Financial Services LLC	--	Jun 30, 26	-397.88K	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-2.47K	--
BlackRock, Inc.	17.87M	Mar 31, 26	-74.35K	9.41%
MORGAN STANLEY	5.61M	Mar 31, 26	-359.83K	2.96%
WELLS FARGO & COMPANY/MN	5.24M	Mar 31, 26	+287.60K	2.76%
LPL Financial LLC	3.37M	Mar 31, 26	+308.94K	1.78%
BANK OF AMERICA CORP /DE/	3.00M	Mar 31, 26	-106.93K	1.58%
Marks Wealth, LLC	2.16M	Mar 31, 26	+2.15M	1.14%
Wealthfront Advisers LLC	2.05M	Mar 31, 26	+430.57K	1.08%
ENVESTNET ASSET MANAGEMENT INC	1.95M	Mar 31, 26	+844.33K	1.03%
UBS Group AG	1.67M	Mar 31, 26	-137.00K	0.88%
JPMORGAN CHASE & CO	1.50M	Mar 31, 26	-35.22K	0.79%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	1.43M	Mar 31, 26	+101.18K	0.75%
ROYAL BANK OF CANADA	1.37M	Mar 31, 26	+477.06K	0.72%
RAYMOND JAMES FINANCIAL INC	1.33M	Mar 31, 26	-57.27K	0.70%
AMERIPRISE FINANCIAL INC	1.10M	Mar 31, 26	+508.52K	0.58%
NFP Retirement, Inc.	1.03M	Mar 31, 26	-381.59K	0.54%
FIL Ltd	994.89K	Mar 31, 26	+994.50K	0.52%
STIFEL FINANCIAL CORP	884.68K	Mar 31, 26	+11.62K	0.47%
Americana Partners, LLC	784.59K	Mar 31, 26	+373.13K	0.41%
ASSETMARK, INC	670.66K	Mar 31, 26	-15.97K	0.35%
Betterment LLC	651.82K	Mar 31, 26	-54.33K	0.34%
Cetera Investment Advisers	562.74K	Mar 31, 26	-199.77K	0.30%
Rockefeller Capital Management L.P.	555.34K	Mar 31, 26	+27.27K	0.29%
Cynosure Group, LLC	546.42K	Mar 31, 26	-12.01K	0.29%
TRUIST FINANCIAL CORP	540.10K	Mar 31, 26	-22.69K	0.28%
White Lighthouse Investment Management Inc.	519.50K	Mar 31, 26	+47.08K	0.27%
Acorns Advisers, LLC	486.56K	Mar 31, 26	+19.52K	0.26%
Gallagher Fiduciary Advisors, LLC	479.21K	Mar 31, 26	+474.86K	0.25%
Ausdal Financial Partners, Inc.	427.08K	Mar 31, 26	-96.80K	0.22%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	417.43K	Mar 31, 26	-38.14K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	415.54K	Mar 31, 26	-73.21K	0.22%
Foundations Investment Advisors, LLC	393.98K	Mar 31, 26	+37.44K	0.21%
LaSalle St. Investment Advisors, LLC	384.34K	Mar 31, 26	+81.71K	0.20%
Able Wealth Management LLC	384.12K	Mar 31, 26	+13.94K	0.20%
Summit Financial, LLC	380.80K	Mar 31, 26	+155.56K	0.20%
BANK OF NOVA SCOTIA	366.02K	Mar 31, 26	-30.87K	0.19%
Colony Group, LLC	357.16K	Mar 31, 26	-7.54K	0.19%
Cerity Partners LLC	352.88K	Mar 31, 26	-116.26K	0.19%
MASECO LLP	332.85K	Mar 31, 26	-7.78K	0.18%
OPPENHEIMER & CO INC	326.35K	Mar 31, 26	+30.82K	0.17%
Family Management Corp	310.02K	Mar 31, 26	+9.16K	0.16%
MML INVESTORS SERVICES, LLC	309.73K	Mar 31, 26	-60.00K	0.16%
Advisory Services Network, LLC	294.33K	Mar 31, 26	-10.59K	0.15%
ADVISOR GROUP HOLDINGS, INC.	281.41K	Mar 31, 26	+19.60K	0.15%
Banco Santander, S.A.	279.37K	Mar 31, 26	-170.41K	0.15%
Fund Evaluation Group, LLC	277.56K	Mar 31, 26	+6.46K	0.15%
GOLDMAN SACHS GROUP INC	267.73K	Mar 31, 26	-68.37K	0.14%
ZEVIN ASSET MANAGEMENT LLC	266.37K	Mar 31, 26	+54.85K	0.14%
Modern Wealth Management, LLC	264.26K	Mar 31, 26	-13.13K	0.14%
Bull Oak Capital, LLC	254.13K	Mar 31, 26	+32.87K	0.13%
Northwest Quadrant Wealth Management, LLC	250.59K	Mar 31, 26	-3.60K	0.13%
Blueprint Investment Partners LLC	241.69K	Mar 31, 26	+241.69K	0.13%
Janney Montgomery Scott LLC	233.90K	Mar 31, 26	+71.56K	0.12%
Allred Capital Management, LLC	231.64K	Mar 31, 26	-10.06K	0.12%
Mullooly Asset Management, Inc.	229.38K	Mar 31, 26	+6.92K	0.12%
HighTower Advisors, LLC	218.75K	Mar 31, 26	-20.61K	0.12%
Bulltick Wealth Management, LLC	215.69K	Mar 31, 26	-91.21K	0.11%
Mariner, LLC	199.89K	Mar 31, 26	-13.05K	0.11%
HSBC HOLDINGS PLC	190.07K	Mar 31, 26	-99.91K	0.10%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	185.69K	Mar 31, 26	+76.89K	0.10%
FIFTH THIRD BANCORP	175.98K	Mar 31, 26	+175.49K	0.09%
Strategic Wealth Partners, Ltd.	162.78K	Mar 31, 26	+8.66K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	160.53K	Mar 31, 26	+6.96K	0.08%
JANE STREET GROUP, LLC	157.32K	Mar 31, 26	-19.44K	0.08%
Financial Engines Advisors L.L.C.	157.04K	Mar 31, 26	+5.56K	0.08%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	155.71K	Mar 31, 26	-7.26K	0.08%
Midwest Professional Planners, LTD.	155.47K	Mar 31, 26	+13.75K	0.08%
M. Kulyk & Associates, LLC	155.13K	Mar 31, 26	-7.02K	0.08%
NewEdge Advisors, LLC	145.79K	Mar 31, 26	+2.32K	0.08%
Independent Solutions Wealth Management, LLC	145.01K	Mar 31, 26	+33.31K	0.08%
Beacon Pointe Advisors, LLC	142.76K	Mar 31, 26	-2.41K	0.08%
Equitable Holdings, Inc.	138.29K	Mar 31, 26	+79.47K	0.07%
PRINCIPAL SECURITIES, INC.	137.33K	Mar 31, 26	+113.04K	0.07%
Smithfield Trust Co	134.83K	Mar 31, 26	+2.08K	0.07%
ANCHOR CAPITAL ADVISORS LLC	134.79K	Mar 31, 26	-1.32K	0.07%
IPG Investment Advisors LLC	130.63K	Mar 31, 26	-15.75K	0.07%
PERSONAL CFO SOLUTIONS, LLC	128.33K	Mar 31, 26	+128.33K	0.07%
Silicon Valley Capital Partners	128.26K	Mar 31, 26	-3.72K	0.07%
Trajan Wealth LLC	124.40K	Mar 31, 26	-14.61K	0.07%
Creative Planning	120.72K	Mar 31, 26	+10.47K	0.06%
U.S. Capital Wealth Advisors, LLC	118.73K	Mar 31, 26	+48.89K	0.06%
AMG National Trust Bank	115.95K	Mar 31, 26	+23.60K	0.06%
Blueprint Financial Advisors LLC	113.47K	Mar 31, 26	+113.47K	0.06%
GFS Advisors, LLC	109.14K	Mar 31, 26	-18.20K	0.06%
Itau Unibanco Holding S.A.	108.40K	Mar 31, 26	--	0.06%
Winch Advisory Services, LLC	107.03K	Mar 31, 26	-886	0.06%
MAYPORT, LLC	105.24K	Mar 31, 26	+444	0.06%
Twelve Points Wealth Management LLC	104.10K	Mar 31, 26	-20.78K	0.05%
DOVER ADVISORS, LLC	101.41K	Mar 31, 26	+55.92K	0.05%
Steward Partners Investment Advisory, LLC	101.11K	Mar 31, 26	+13.72K	0.05%
Farringdon Capital, Ltd.	95.09K	Mar 31, 26	--	0.05%
Prime Capital Investment Advisors, LLC	94.04K	Mar 31, 26	+72.09K	0.05%
Arete Wealth Advisors, LLC	90.54K	Mar 31, 26	-8.08K	0.05%
Meridian Wealth Management, LLC	90.49K	Mar 31, 26	+4.14K	0.05%
StoneX Group Inc.	90.10K	Mar 31, 26	+27.61K	0.05%
IronBridge Private Wealth, LLC	88.76K	Mar 31, 26	+35.23K	0.05%
ALLIANCEBERNSTEIN L.P.	88.40K	Mar 31, 26	+74.02K	0.05%
Whalen Wealth Management Inc.	85.49K	Mar 31, 26	-18.50K	0.05%
Aegis Wealth Management LLC	84.40K	Mar 31, 26	+509	0.04%
Crescent Grove Advisors, LLC	83.40K	Mar 31, 26	-113.19K	0.04%
Kestra Advisory Services, LLC	81.58K	Mar 31, 26	+4.56K	0.04%
CVA Family Office, LLC	81.05K	Mar 31, 26	+4.48K	0.04%
One Day In July LLC	80.58K	Mar 31, 26	-1.97K	0.04%
Apex Wealth Management, LLC	80.39K	Mar 31, 26	+29.41K	0.04%
FLOW TRADERS U.S. LLC	80.36K	Mar 31, 26	+57.42K	0.04%
PRUDENTIAL PLC	79.64K	Mar 31, 26	+79.64K	0.04%
MORRIS FINANCIAL CONCEPTS, INC.	78.68K	Mar 31, 26	+1.67K	0.04%
VanWeelden Wealth Management, LLC	74.65K	Mar 31, 26	-2.01K	0.04%
BNP PARIBAS ARBITRAGE, SNC	73.52K	Mar 31, 26	+72.07K	0.04%
UNITED BANK	72.29K	Mar 31, 26	-518	0.04%
CITIGROUP INC	70.81K	Mar 31, 26	+39.62K	0.04%
Adaptive Financial Consulting, LLC	70.06K	Mar 31, 26	+3.80K	0.04%
CITADEL ADVISORS LLC	67.20K	Mar 31, 26	+67.20K	0.04%
CWM, LLC	67.17K	Mar 31, 26	-3.12K	0.04%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	66.87K	Mar 31, 26	-18.45K	0.04%
Pacific Center for Financial Services	66.60K	Mar 31, 26	+64.72K	0.04%
BANK OF MONTREAL /CAN/	66.12K	Mar 31, 26	-68.78K	0.03%
Luminist Capital LLC	65.76K	Mar 31, 26	+23.92K	0.03%
IRONWOOD INVESTMENT MANAGEMENT LLC	64.62K	Mar 31, 26	+1.70K	0.03%
Mutual Advisors, LLC	63.58K	Mar 31, 26	+3.67K	0.03%
Sanctuary Advisors, LLC	62.72K	Mar 31, 26	-7.88K	0.03%
Wealth Alliance	62.58K	Mar 31, 26	+19.33K	0.03%
Independent Advisor Alliance	61.80K	Mar 31, 26	+59.75K	0.03%
Vernal Point Advisors, LLC	61.00K	Mar 31, 26	-2.24K	0.03%
JONES FINANCIAL COMPANIES LLLP	60.19K	Mar 31, 26	+8.54K	0.03%
Integrated Wealth Concepts LLC	59.71K	Mar 31, 26	+14.42K	0.03%
SCOTIA CAPITAL INC.	59.39K	Mar 31, 26	-5.33K	0.03%
Hilltop Holdings Inc.	58.77K	Mar 31, 26	+33.73K	0.03%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	57.96K	Mar 31, 26	+339	0.03%
KEYBANK NATIONAL ASSOCIATION/OH	57.14K	Mar 31, 26	+10.30K	0.03%
Capital Wealth Alliance, LLC	56.06K	Mar 31, 26	+1.12K	0.03%
SCHRODER INVESTMENT MANAGEMENT GROUP	52.75K	Mar 31, 26	+52.75K	0.03%
Lido Advisors, LLC	52.17K	Mar 31, 26	+5.83K	0.03%
Engineers Gate Manager LP	51.67K	Mar 31, 26	+51.67K	0.03%
Calamos Wealth Management LLC	51.52K	Mar 31, 26	-3.35K	0.03%
Calamos Advisors LLC	51.52K	Mar 31, 26	+51.52K	0.03%
American Investment Services, Inc.	51.08K	Mar 31, 26	+966	0.03%
BURLING WEALTH PARTNERS, LLC	51.03K	Mar 31, 26	+51.03K	0.03%
ALEXANDER LABRUNERIE & CO., INC.	50.86K	Mar 31, 26	-1.04K	0.03%
US BANCORP \DE\	48.78K	Mar 31, 26	-44	0.03%
MAI Capital Management	46.59K	Mar 31, 26	-9.74K	0.02%
MGO ONE SEVEN LLC	45.91K	Mar 31, 26	+4.90K	0.02%
AE Wealth Management LLC	45.71K	Mar 31, 26	+33.23K	0.02%
FINANCIAL MANAGEMENT NETWORK INC	45.34K	Mar 31, 26	-5.09K	0.02%
CI Private Wealth, LLC	44.72K	Mar 31, 26	+6.88K	0.02%
Brinker Capital Investments, LLC	44.34K	Mar 31, 26	+3.36K	0.02%
GOULD ASSET MANAGEMENT LLC /CA/	44.04K	Mar 31, 26	+5.63K	0.02%
Ashton Thomas Private Wealth, LLC	43.15K	Mar 31, 26	+13.49K	0.02%
Regal Investment Advisors LLC	42.51K	Mar 31, 26	+27.10K	0.02%
HB Wealth Management, LLC	42.33K	Mar 31, 26	+348	0.02%
Wealthspire Advisors, LLC	37.40K	Mar 31, 26	+121	0.02%
Ridgewood Investments LLC	37.31K	Mar 31, 26	+37.31K	0.02%
ADVISORY RESEARCH INC	37.12K	Mar 31, 26	+3.63K	0.02%
Greenspring Advisors, LLC	37.06K	Mar 31, 26	-622	0.02%
TD PRIVATE CLIENT WEALTH LLC	36.62K	Mar 31, 26	-2.41K	0.02%
Parallel Advisors, LLC	35.42K	Mar 31, 26	-5.34K	0.02%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	35.21K	Mar 31, 26	+2.15K	0.02%
Federation des caisses Desjardins du Quebec	34.31K	Mar 31, 26	+21.89K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	33.19K	Mar 31, 26	-3.02K	0.02%
Heartland Bank & Trust Co	32.98K	Mar 31, 26	+14.48K	0.02%
GWN SECURITIES INC.	31.93K	Mar 31, 26	-10.24K	0.02%
CALTON & ASSOCIATES, INC.	31.84K	Mar 31, 26	+15.33K	0.02%
Ascent Group, LLC	31.27K	Mar 31, 26	+855	0.02%
Jordan Park Group LLC	31.22K	Mar 31, 26	+31.22K	0.02%
LOWE BROCKENBROUGH & CO INC	30.84K	Mar 31, 26	-4.44K	0.02%
TBH Global Asset Management, LLC	30.27K	Mar 31, 26	-3.92K	0.02%
KELLEHER FINANCIAL ADVISORS	29.62K	Mar 31, 26	+27.13K	0.02%
RITHOLTZ WEALTH MANAGEMENT	28.68K	Mar 31, 26	+606	0.02%
Camarda Financial Advisors, LLC	28.30K	Mar 31, 26	+262	0.01%
Impact Partnership Wealth, LLC	26.21K	Mar 31, 26	-3.19K	0.01%
Argent Advisors, Inc.	26.18K	Mar 31, 26	-10.00K	0.01%
MMBG INVESTMENT ADVISORS CO.	26.05K	Mar 31, 26	-41.52K	0.01%
Proficio Capital Partners LLC	25.89K	Mar 31, 26	-2.94K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	25.70K	Mar 31, 26	-1.59K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	25.64K	Mar 31, 26	+781	0.01%
MERCER GLOBAL ADVISORS INC /ADV	25.40K	Mar 31, 26	-1.20K	0.01%
Ethos Financial Group, LLC	25.33K	Mar 31, 26	+4.49K	0.01%
Chicago Wealth Management, Inc.	24.40K	Mar 31, 26	+11.32K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	24.38K	Mar 31, 26	+290	0.01%
Delta Investment Management, LLC	24.35K	Mar 31, 26	-655	0.01%
KDK Private Wealth Management, LLC	24.32K	Mar 31, 26	-858	0.01%
Western Wealth Management, LLC	24.09K	Mar 31, 26	+19.42K	0.01%
Clark Capital Management Group, Inc.	23.76K	Mar 31, 26	+23.76K	0.01%
CreativeOne Wealth, LLC	23.67K	Mar 31, 26	-10.25K	0.01%
BLAIR WILLIAM & CO/IL	22.44K	Mar 31, 26	-273	0.01%
Mission Creek Capital Partners, Inc.	22.43K	Mar 31, 26	+2.04K	0.01%
SHEPHERD KAPLAN KROCHUK, LLC	22.08K	Mar 31, 26	-1.85K	0.01%
AXS Investments LLC	21.80K	Mar 31, 26	+11.50K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	21.75K	Mar 31, 26	+2.27K	0.01%
Weaver Consulting Group	21.69K	Mar 31, 26	-2.21K	0.01%
STRATEGY ASSET MANAGERS LLC	21.05K	Mar 31, 26	-368	0.01%
SWEENEY & MICHEL, LLC	20.84K	Mar 31, 26	+131	0.01%
Private Advisory Group LLC	20.32K	Mar 31, 26	-80	0.01%
Atomi Financial Group, Inc.	20.32K	Mar 31, 26	-891	0.01%
Destination Wealth Management	19.90K	Mar 31, 26	+3.32K	0.01%
HFG Advisors, Inc.	18.43K	Mar 31, 26	+527	0.01%
Hudson Portfolio Management LLC	18.36K	Mar 31, 26	+5.34K	0.01%
Baird Financial Group, Inc.	18.15K	Mar 31, 26	-128	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.79K	Mar 31, 26	+17.79K	0.01%
Signal Advisors Wealth, LLC	17.76K	Mar 31, 26	+9.17K	0.01%
Waverly Advisors, LLC	17.32K	Mar 31, 26	+10.68K	0.01%
Vise Technologies, Inc.	16.76K	Mar 31, 26	--	0.01%
RETIREMENT CAPITAL STRATEGIES	16.68K	Mar 31, 26	+8.03K	0.01%
CAPTRUST FINANCIAL ADVISORS	16.48K	Mar 31, 26	+11.50K	0.01%
Robinson Value Management, Ltd.	16.36K	Mar 31, 26	-18.27K	0.01%
CENTAURUS FINANCIAL, INC.	16.34K	Mar 31, 26	+3.00K	0.01%
Snowden Capital Advisors LLC	16.21K	Mar 31, 26	-1.06K	0.01%
Beacon Capital Management, Inc.	16.18K	Mar 31, 26	-20.57K	0.01%
Allworth Financial LP	15.10K	Mar 31, 26	-1.36K	0.01%
Balentine LLC	15.03K	Mar 31, 26	--	0.01%
PATTEN & PATTEN INC/TN	14.96K	Mar 31, 26	--	0.01%
WCG Wealth Advisors LLC	14.91K	Mar 31, 26	+1.16K	0.01%
Pathstone Holdings, LLC	14.88K	Mar 31, 26	-390	0.01%
Shepherd Financial Partners LLC	14.62K	Mar 31, 26	-9.97K	0.01%
Birchcreek Wealth Management, LLC	14.54K	Mar 31, 26	+39	0.01%
Integrated Advisors Network LLC	13.86K	Mar 31, 26	+9.34K	0.01%
Authentikos Wealth Advisory, LLC	13.73K	Mar 31, 26	-2.04K	0.01%
Estate Counselors, LLC	13.70K	Mar 31, 26	-57.72K	0.01%
Wick Capital Partners, LLC	13.42K	Mar 31, 26	+519	0.01%
Virtue Capital Management, LLC	13.29K	Mar 31, 26	-1.72K	0.01%
BROWN ADVISORY INC	13.07K	Mar 31, 26	+1.79K	0.01%
AQR CAPITAL MANAGEMENT LLC	13.05K	Mar 31, 26	+10.67K	0.01%
CIBC WORLD MARKET INC.	12.99K	Mar 31, 26	-4.44K	0.01%
Pensionmark Financial Group, LLC	12.57K	Mar 31, 26	+4.73K	0.01%
Rehmann Capital Advisory Group	12.22K	Mar 31, 26	+67	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	12.08K	Mar 31, 26	-10.07K	0.01%
Fonville Wealth Management LLC	11.91K	Mar 31, 26	-1.01K	0.01%
MONEY CONCEPTS CAPITAL CORP	11.82K	Mar 31, 26	+9.61K	0.01%
Voya Financial Advisors, Inc.	11.82K	Mar 31, 26	+1.36K	0.01%
Arkadios Wealth Advisors	11.80K	Mar 31, 26	+2.62K	0.01%
Advisory Alpha, LLC	11.72K	Mar 31, 26	-93	0.01%
LOWERY THOMAS, LLC	11.66K	Mar 31, 26	+1.27K	0.01%
Perigon Wealth Management, LLC	11.31K	Mar 31, 26	-105	0.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	11.12K	Mar 31, 26	-362	0.01%
One Capital Management, LLC	11.12K	Mar 31, 26	+45	0.01%
Legacy Wealth Managment, LLC/ID	11.11K	Mar 31, 26	+1.21K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	11.11K	Mar 31, 26	+834	0.01%
Darden Wealth Group Inc	10.81K	Mar 31, 26	-191	0.01%
Savvy Advisors, Inc.	10.76K	Mar 31, 26	-1.33K	0.01%
CHOREO, LLC	10.66K	Mar 31, 26	-310	0.01%
Compass Ion Advisors, LLC	10.64K	Mar 31, 26	-637	0.01%
Frontier Asset Management, LLC	10.52K	Mar 31, 26	-2	0.01%
Edgemoor Investment Advisors, Inc.	10.51K	Mar 31, 26	-200	0.01%
NATIONAL BANK OF CANADA /FI/	10.49K	Mar 31, 26	-7.00K	0.01%
SILVER OAK SECURITIES, INCORPORATED	10.47K	Mar 31, 26	-430	0.01%
TWO SIGMA SECURITIES, LLC	10.25K	Mar 31, 26	+10.25K	0.01%
BRIAN LOW FINANCIAL GROUP, LLC	9.86K	Mar 31, 26	+48	0.01%
Aptus Capital Advisors, LLC	9.68K	Mar 31, 26	+8.02K	0.01%
ARRIEN INVESTMENTS, INC.	9.54K	Mar 31, 26	-660	0.01%
KDT Advisors, LLC	9.41K	Mar 31, 26	-7.48K	0.00%
Intellus Advisors LLC	9.38K	Mar 31, 26	+4.30K	0.00%
Elevation Capital Advisory, LLC	9.37K	Mar 31, 26	+9.37K	0.00%
Arkos Global Advisors	9.26K	Mar 31, 26	--	0.00%
NOMURA ASSET MANAGEMENT CO LTD	9.23K	Mar 31, 26	--	0.00%
Consilium Wealth Advisory, LLC	9.13K	Mar 31, 26	-269	0.00%
SILVERLAKE WEALTH MANAGEMENT LLC	9.06K	Mar 31, 26	+2.93K	0.00%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	8.82K	Mar 31, 26	-858	0.00%
Belvedere Trading LLC	8.77K	Mar 31, 26	+380	0.00%
EAGLE GLOBAL ADVISORS LLC	8.77K	Mar 31, 26	+350	0.00%
WealthTrak Capital Management LLC	8.59K	Mar 31, 26	--	0.00%
Keel Point, LLC	8.49K	Mar 31, 26	-3.25K	0.00%
Ameritas Advisory Services, LLC	8.46K	Mar 31, 26	+3.19K	0.00%
Plum Street Advisors, LLC	8.30K	Mar 31, 26	--	0.00%
FIRST WILSHIRE SECURITIES MANAGEMENT INC	8.28K	Mar 31, 26	+2.94K	0.00%
Black Diamond Financial, LLC	8.25K	Mar 31, 26	+2.30K	0.00%
Fortis Advisors, LLC	8.23K	Mar 31, 26	+48	0.00%
Kovack Advisors, Inc.	8.10K	Mar 31, 26	+59	0.00%
Transcendent Capital Group LLC	8.06K	Mar 31, 26	+11	0.00%
Keebeck Wealth Management, LLC	8.01K	Mar 31, 26	-19.29K	0.00%
Schrum Private Wealth Management LLC	7.94K	Mar 31, 26	+224	0.00%
Resources Investment Advisors, LLC.	7.82K	Mar 31, 26	-6.54K	0.00%
Sierra Capital LLC	7.75K	Mar 31, 26	+188	0.00%
Clearstead Advisors, LLC	7.71K	Mar 31, 26	-1.45K	0.00%
BOSTON FAMILY OFFICE LLC	7.56K	Mar 31, 26	-550	0.00%
Index Fund Advisors, Inc.	7.54K	Mar 31, 26	+7.54K	0.00%
Jacobi Capital Management LLC	7.45K	Mar 31, 26	+278	0.00%
ALLIANZ SE	7.44K	Mar 31, 26	+7.09K	0.00%
LWM Advisory Services, LLC	7.43K	Mar 31, 26	+3.47K	0.00%
Core Wealth Advisors, Inc.	7.42K	Mar 31, 26	-1.24K	0.00%
NWF Advisory Services Inc.	7.04K	Mar 31, 26	+3.90K	0.00%
Stratos Wealth Partners, LTD.	7.03K	Mar 31, 26	+687	0.00%
United Advisor Group, LLC	6.83K	Mar 31, 26	+6.83K	0.00%
Sigma Planning Corp	6.78K	Mar 31, 26	+639	0.00%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	6.75K	Mar 31, 26	--	0.00%
Beaumont Capital Management, LLC	6.67K	Mar 31, 26	-120	0.00%
Grand Central Investment Group	6.56K	Mar 31, 26	+160	0.00%
Gryphon Financial Partners LLC	6.54K	Mar 31, 26	--	0.00%
Gotham Asset Management, LLC	6.54K	Mar 31, 26	--	0.00%
Archer Investment Corp	6.46K	Mar 31, 26	+300	0.00%
Geometric Wealth Advisors	6.46K	Mar 31, 26	+37	0.00%
Advisor OS, LLC	6.43K	Mar 31, 26	-186	0.00%
Gateway Wealth Partners, LLC	6.42K	Mar 31, 26	+6.42K	0.00%
PRIVATE TRUST CO NA	6.42K	Mar 31, 26	-5.74K	0.00%
HighPoint Advisor Group LLC	6.41K	Mar 31, 26	+1.02K	0.00%
Savant Capital, LLC	6.21K	Mar 31, 26	--	0.00%
VestGen Advisors, LLC	6.20K	Mar 31, 26	+6.20K	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	6.13K	Mar 31, 26	-30	0.00%
PINNACLE ASSOCIATES LTD	6.10K	Mar 31, 26	+1.43K	0.00%
Shared Vision Wealth Group LLC	6.01K	Mar 31, 26	+6.01K	0.00%
KING LUTHER CAPITAL MANAGEMENT CORP	5.67K	Mar 31, 26	+3.40K	0.00%
Cito Capital Group, LLC	5.50K	Mar 31, 26	--	0.00%
Buckingham Strategic Partners	5.49K	Mar 31, 26	+3	0.00%
NVWM, LLC	5.46K	Mar 31, 26	+5.46K	0.00%
AFT, FORSYTH & COMPANY, INC.	5.41K	Mar 31, 26	-692	0.00%
NorthRock Partners, LLC	5.38K	Mar 31, 26	+38	0.00%
EXENCIAL WEALTH ADVISORS, LLC	5.27K	Mar 31, 26	+22	0.00%
Insight Wealth Partners, LLC	5.26K	Mar 31, 26	-2.02K	0.00%
Jessup Wealth Management, Inc	5.22K	Mar 31, 26	+330	0.00%
Solstein Capital, LLC	5.20K	Mar 31, 26	-1.61K	0.00%
Chesapeake Wealth Management	5.16K	Mar 31, 26	+5.16K	0.00%
Sicart Associates LLC	5.15K	Mar 31, 26	--	0.00%
Hanlon Investment Management, Inc.	4.62K	Mar 31, 26	+607	0.00%
SFMG, LLC	4.54K	Mar 31, 26	-1.07K	0.00%
Quadcap Wealth Management, LLC	4.46K	Mar 31, 26	+4.46K	0.00%
Quantinno Capital Management LP	4.35K	Mar 31, 26	+4.35K	0.00%
Virtus Family Office LLC	4.29K	Mar 31, 26	+1.65K	0.00%
Bank of New York Mellon Corp	4.29K	Mar 31, 26	-4.74K	0.00%
SAGESPRING WEALTH PARTNERS, LLC	4.27K	Mar 31, 26	-3.49K	0.00%
RAELIPSKIE PARTNERSHIP	4.20K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	4.06K	Mar 31, 26	-127	0.00%
ERTS Wealth Advisors, LLC	4.04K	Mar 31, 26	-3.43K	0.00%
Kovitz Investment Group Partners, LLC	4.03K	Mar 31, 26	--	0.00%
Joel Isaacson & Co., LLC	4.02K	Mar 31, 26	-55	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	3.97K	Mar 31, 26	-23	0.00%
TruWealth Advisors, LLC	3.96K	Mar 31, 26	+3.96K	0.00%
J. Safra Sarasin Holding AG	3.96K	Mar 31, 26	-40.00K	0.00%
Stanley-Laman Group, Ltd.	3.93K	Mar 31, 26	-10	0.00%
LifePlan Investment Advisors, Inc.	3.92K	Mar 31, 26	+3.92K	0.00%
Skopos Labs, Inc.	3.92K	Mar 31, 26	-1.45K	0.00%
BEARING POINT CAPITAL, LLC	3.88K	Mar 31, 26	-270	0.00%
Tortoise Investment Management, LLC	3.86K	Mar 31, 26	-2	0.00%
Flagship Private Wealth, LLC	3.84K	Mar 31, 26	-1.26K	0.00%
EP Wealth Advisors, LLC	3.83K	Mar 31, 26	-4.50K	0.00%
FIDUCIENT ADVISORS LLC	3.74K	Mar 31, 26	+3.74K	0.00%
INVESTMENT PARTNERS, LTD.	3.63K	Mar 31, 26	--	0.00%
LTG Capital LLC	3.62K	Mar 31, 26	--	0.00%
Argent Trust Co	3.46K	Mar 31, 26	--	0.00%
1834 INVESTMENT ADVISORS CO	3.42K	Mar 31, 26	--	0.00%
Van Hulzen Asset Management, LLC	3.40K	Mar 31, 26	+180	0.00%
Kingdom Financial Group LLC.	3.38K	Mar 31, 26	+2.88K	0.00%
Lloyd Advisory Services, LLC.	3.38K	Mar 31, 26	+3.38K	0.00%
J.Safra Asset Management Corp	3.38K	Mar 31, 26	-641	0.00%
REGATTA CAPITAL GROUP, LLC	3.33K	Mar 31, 26	-586	0.00%
Fountainhead AM, LLC	3.31K	Mar 31, 26	+389	0.00%
Probity Advisors, Inc.	3.31K	Mar 31, 26	-75	0.00%
M&T BANK CORP	3.25K	Mar 31, 26	--	0.00%
Strategic Financial Partners, Ltd.	3.17K	Mar 31, 26	-25	0.00%
Freestone Capital Holdings, LLC	3.10K	Mar 31, 26	+3.10K	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	3.10K	Mar 31, 26	+3.10K	0.00%
Slagle Financial, LLC	3.05K	Mar 31, 26	+3.05K	0.00%
Values First Advisors, Inc.	3.02K	Mar 31, 26	+615	0.00%
GeoWealth Management, LLC	3.02K	Mar 31, 26	-176	0.00%
JTC Employer Solutions Trustee Ltd	2.88K	Mar 31, 26	--	0.00%
ALESCO ADVISORS LLC	2.88K	Mar 31, 26	-1.32K	0.00%
Vestcor Inc	2.81K	Mar 31, 26	+85	0.00%
True Link Financial Advisors, LLC	2.76K	Mar 31, 26	-379.80K	0.00%
GTS SECURITIES LLC	2.73K	Mar 31, 26	-36.50K	0.00%
Root Financial Partners, LLC	2.67K	Mar 31, 26	-296	0.00%
Accelerate Investment Advisors LLC	2.65K	Mar 31, 26	+2.65K	0.00%
Almanack Investment Partners, LLC.	2.63K	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	2.62K	Mar 31, 26	+1	0.00%
Valmark Advisers, Inc.	2.62K	Mar 31, 26	+2.62K	0.00%
EXCALIBUR MANAGEMENT CORP	2.59K	Mar 31, 26	+432	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	2.54K	Mar 31, 26	+2.54K	0.00%
MILLENNIUM MANAGEMENT LLC	2.50K	Mar 31, 26	+2.50K	0.00%
Cunning Capital Partners, LP	2.50K	Mar 31, 26	--	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.47K	Mar 31, 26	-45.91K	0.00%
Vermillion & White Wealth Management Group, LLC	2.45K	Mar 31, 26	--	0.00%
CENTRAL TRUST Co	2.43K	Mar 31, 26	--	0.00%
Boreal Capital Management LLC	2.37K	Mar 31, 26	--	0.00%
HOWARD BAILEY SECURITIES, LLC	2.36K	Mar 31, 26	+2.36K	0.00%
THRIVENT FINANCIAL FOR LUTHERANS	2.32K	Mar 31, 26	--	0.00%
Trek Financial, LLC	2.20K	Mar 31, 26	-300	0.00%
SRS Capital Advisors, Inc.	2.20K	Mar 31, 26	-6.71K	0.00%
Summit Wealth Partners, LLC	2.11K	Mar 31, 26	-108	0.00%
Daner Wealth Management, LLC	2.10K	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	2.00K	Mar 31, 26	+2	0.00%
WealthCare Investment Partners, LLC	1.98K	Mar 31, 26	+11	0.00%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	1.96K	Mar 31, 26	+1.96K	0.00%
International Private Wealth Advisors LLC	1.95K	Mar 31, 26	+1.95K	0.00%
Charter Oak Capital Management, LLC	1.94K	Mar 31, 26	-313	0.00%
Lauterbach Financial Advisors, LLC	1.94K	Mar 31, 26	+11	0.00%
MARIPAU WEALTH MANAGEMENT LLC	1.88K	Mar 31, 26	+1.88K	0.00%
RETIREMENT GUYS FORMULA LLC	1.86K	Mar 31, 26	+1.86K	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	1.85K	Mar 31, 26	-575	0.00%
Geneos Wealth Management Inc.	1.56K	Mar 31, 26	+693	0.00%
Gould Capital, LLC	1.36K	Mar 31, 26	-31.93K	0.00%
Wealth Preservation Advisors, LLC	1.22K	Mar 31, 26	-419	0.00%
Banque Cantonale Vaudoise	1.14K	Mar 31, 26	-53	0.00%
IMA Wealth, Inc.	1.12K	Mar 31, 26	-21.68K	0.00%
WealthShield Partners, LLC	1.05K	Mar 31, 26	+1.05K	0.00%
Front Row Advisors LLC	1.02K	Mar 31, 26	--	0.00%
FMR LLC	970	Mar 31, 26	-1.68K	0.00%
QUADRANT CAPITAL GROUP LLC	923	Mar 31, 26	+470	0.00%
Rossby Financial, LCC	871	Mar 31, 26	-688	0.00%
Anchor Investment Management, LLC	846	Mar 31, 26	--	0.00%
Stone House Investment Management, LLC	704	Mar 31, 26	+41	0.00%
BESSEMER GROUP INC	689	Mar 31, 26	+689	0.00%
Smartleaf Asset Management LLC	568	Mar 31, 26	-7	0.00%
C M BIDWELL & ASSOCIATES LTD	526	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	516	Mar 31, 26	+516	0.00%
LAZARD ASSET MANAGEMENT LLC	500	Mar 31, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	456	Mar 31, 26	+7	0.00%
EPG Wealth Management LLC	454	Mar 31, 26	--	0.00%
Evergreen Advisors, LLC	390	Mar 31, 26	+390	0.00%
Tower Research Capital LLC (TRC)	376	Mar 31, 26	-617	0.00%
ROTHSCHILD INVESTMENT LLC	366	Mar 31, 26	--	0.00%
HORIZON KINETICS ASSET MANAGEMENT LLC	338	Mar 31, 26	+338	0.00%
Transamerica Financial Advisors, Inc.	313	Mar 31, 26	-650	0.00%
Tidemark, LLC	271	Mar 31, 26	--	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	243	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	179	Mar 31, 26	+125	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	161	Mar 31, 26	+161	0.00%
Gen-Wealth Partners Inc	155	Mar 31, 26	+155	0.00%
Murphy & Mullick Capital Management Corp	145	Mar 31, 26	--	0.00%
CARDIFF PARK ADVISORS, LLC	134	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	86	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	78	Mar 31, 26	+78	0.00%
Financial Network Wealth Advisors LLC	72	Mar 31, 26	--	0.00%
Colonial Trust Advisors	70	Mar 31, 26	--	0.00%
Asset Dedication, LLC	64	Mar 31, 26	--	0.00%
SouthState Corp	42	Mar 31, 26	-887	0.00%
AMERIFLEX GROUP, INC.	35	Mar 31, 26	--	0.00%
Richard W. Paul & Associates, LLC	30	Mar 31, 26	+30	0.00%
Integrity Financial Corp /WA	29	Mar 31, 26	--	0.00%
HFM Investment Advisors, LLC	16	Mar 31, 26	-1	0.00%
Addison Advisors LLC	15	Mar 31, 26	--	0.00%
Breakwater Investment Management	10	Mar 31, 26	--	0.00%
Windsor Advisory Group, LLC	6	Mar 31, 26	+6	0.00%
Park Square Financial Group, LLC	3	Mar 31, 26	-11	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	3	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	1	Mar 31, 26	--	0.00%
Rakuten Securities, Inc.	1	Mar 31, 26	--	0.00%
New Republic Capital, LLC	--	Mar 31, 26	-2.54K	--
WealthCollab, LLC	--	Mar 31, 26	-91	--
Pinkerton Retirement Specialists, LLC	--	Mar 31, 26	-1.85K	--
Measured Wealth Private Client Group, LLC	--	Mar 31, 26	-101	--
THOROUGHBRED FINANCIAL SERVICES, LLC	--	Mar 31, 26	-1.90K	--
FAS Wealth Partners, Inc.	--	Mar 31, 26	-213	--
Atlantic Private Wealth, LLC	--	Mar 31, 26	-92	--
CERTUITY, LLC	--	Mar 31, 26	-18.56K	--
Vontobel Holding Ltd.	--	Mar 31, 26	-4.00K	--
Crabel Capital Management, LLC	--	Mar 31, 26	-2.92K	--
PMV Capital Advisers, LLC	--	Mar 31, 26	-35	--
PECAUT & CO.	--	Mar 31, 26	-4.44K	--
Toroso Investments, LLC	--	Mar 31, 26	-32.30K	--
Summit Asset Management, LLC	--	Mar 31, 26	-2.35K	--
Leo Wealth, LLC	--	Mar 31, 26	-3.49K	--
17 CAPITAL PARTNERS, LLC	--	Mar 31, 26	-2.60K	--
Atlantic Union Bankshares Corp	--	Mar 31, 26	-510	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-20.41K	--
DAYMARK WEALTH PARTNERS, LLC	--	Mar 31, 26	-1.90K	--
CHESAPEAKE CAPITAL CORP /IL/	--	Mar 31, 26	-32.30K	--
SMITH, MOORE & CO.	--	Mar 31, 26	-2.11K	--
Financial Gravity Asset Management, Inc.	--	Mar 31, 26	-66	--
Capital Asset Advisory Services LLC	--	Mar 31, 26	-3.64K	--
RICHARDSON FINANCIAL SERVICES INC.	--	Mar 31, 26	-2	--
IFG Advisory, LLC	--	Mar 31, 26	-17.36K	--
Westfuller Advisors, LLC	--	Mar 31, 26	-8.76K	--
TUDOR INVESTMENT CORP ET AL	--	Mar 31, 26	-2.38K	--
ACUTE INVESTMENT ADVISORY, LLC	--	Mar 31, 26	-3.57K	--
SOL Capital Management CO	--	Mar 31, 26	-8.82K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-397	--
Stratos Wealth Advisors, LLC	--	Mar 31, 26	-2.85K	--
Beverly Hills Private Wealth, LLC	--	Mar 31, 26	-3.01K	--
Maridea Wealth Management LLC	--	Mar 31, 26	-1.91K	--
GREENWOOD CAPITAL ASSOCIATES LLC	--	Mar 31, 26	-2.52K	--
Karpus Management, Inc.	--	Mar 31, 26	-1.00K	--
Global Retirement Partners, LLC	484.49K	Dec 31, 25	+85.60K	0.26%
COMERICA BANK	176.16K	Dec 31, 25	-4.62K	0.09%
Main Street Financial Solutions, LLC	81.57K	Dec 31, 25	+7.57K	0.04%
TUCKER ASSET MANAGEMENT LLC	54.09K	Dec 31, 25	-473	0.03%
Principia Wealth Advisory, LLC	20.09K	Dec 31, 25	-1.99K	0.01%
PURE PORTFOLIOS HOLDINGS LLC	11.53K	Dec 31, 25	+286	0.01%
ORG Partners LLC	6.36K	Dec 31, 25	+20	0.00%
MGB Wealth Management, LLC	2.01K	Dec 31, 25	-3.30K	0.00%
LM Advisors LLC	1.50K	Dec 31, 25	-12.08K	0.00%
CIBC Private Wealth Group, LLC	801	Dec 31, 25	+5	0.00%
SageView Advisory Group, LLC	145	Dec 31, 25	+145	0.00%
New Millennium Group LLC	47	Dec 31, 25	+40	0.00%
Gunma Bank,Ltd.	185.00K	Sep 30, 25	+15.00K	0.10%
EFG Asset Management (Americas) Corp.	37.94K	Sep 30, 25	-2.03K	0.02%
PINNACLE FINANCIAL PARTNERS INC	12.39K	Sep 30, 25	-13.08K	0.01%
Watts Gwilliam & Co., LLC	7.02K	Sep 30, 25	--	0.00%
Apexium Financial, LP	5.66K	Sep 30, 25	+5.66K	0.00%
Hemington Wealth Management	3.30K	Sep 30, 25	+5	0.00%
Abich Financial Wealth Management LLC	2.59K	Sep 30, 25	+2.59K	0.00%
AllSquare Wealth Management LLC	1.18K	Sep 30, 25	--	0.00%
Promus Capital, LLC	198	Sep 30, 25	+198	0.00%
Pineridge Advisors LLC	43	Sep 30, 25	+1	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-700	--
1858 WEALTH MANAGEMENT, LLC	--	Sep 30, 25	-52.64K	--
PBMares Wealth Management LLC	--	Sep 30, 25	-2.20K	--
FUTURE YOU WEALTH LLC	134.27K	Jun 30, 25	+5.07K	0.07%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	51.27K	Jun 30, 25	+25.64K	0.03%
Astor Investment Management LLC	44.43K	Jun 30, 25	+22.65K	0.02%
AVANTAX ADVISORY SERVICES, INC.	37.82K	Jun 30, 25	-1.50K	0.02%
Atria Wealth Solutions, Inc.	30.89K	Jun 30, 25	-55.08K	0.02%
Good Life Advisors, LLC	27.97K	Jun 30, 25	-30	0.01%
Copperwynd Financial, LLC	27.27K	Jun 30, 25	+1.53K	0.01%
First Horizon Advisors, Inc.	25.72K	Jun 30, 25	+2.37K	0.01%
J. W. Coons Advisors, LLC	15.29K	Jun 30, 25	-685	0.01%
Legacy Investment Solutions, LLC	8.86K	Jun 30, 25	+8.86K	0.00%
Waypoint Wealth Partners Inc.	4.49K	Jun 30, 25	+4.49K	0.00%
Semmax Financial Advisors Inc.	914	Jun 30, 25	-474	0.00%
Financial Gravity Companies, Inc.	66	Jun 30, 25	+66	0.00%
Family Firm, Inc.	--	Jun 30, 25	-1.85K	--
Selway Asset Management	180.77K	Mar 31, 25	+7.84K	0.10%
Orion Portfolio Solutions, LLC	36.27K	Mar 31, 25	+1.37K	0.02%
Grant/GrossMendelsohn, LLC	24.89K	Mar 31, 25	+24.89K	0.01%
NAPATREE CAPITAL LLC	9.36K	Mar 31, 25	+1.68K	0.00%
Heritage Wealth Partners, LLC	9.34K	Mar 31, 25	-135	0.00%
Buffington Mohr McNeal	2.32K	Mar 31, 25	-1.20K	0.00%
CAROLINAS WEALTH CONSULTING LLC	2.06K	Mar 31, 25	+14	0.00%
Sandy Spring Bank	568	Mar 31, 25	+58	0.00%
Spectrum Wealth Counsel, LLC	143	Mar 31, 25	--	0.00%
Bison Wealth, LLC	19.44K	Dec 31, 24	-5.77K	0.01%
PRIVATE CAPITAL MANAGEMENT LLC	9.80K	Dec 31, 24	+900	0.01%
Private Portfolio Partners LLC	7.88K	Dec 31, 24	-139	0.00%
AGILIS PARTNERS LLC	4.43K	Dec 31, 24	--	0.00%
Madison Investment Advisors, LLC	3.25K	Dec 31, 24	+3.25K	0.00%
TAP Consulting, LLC	2.00K	Dec 31, 24	-283	0.00%
WR Wealth Planners, LLC	267	Dec 31, 24	--	0.00%
Sanctuary Wealth Management, L.L.C.	16	Dec 31, 24	--	0.00%
Divergent Wealth Advisors	1.16M	Sep 30, 24	+60.64K	0.61%
Raymond James Financial Services Advisors, Inc.	872.75K	Sep 30, 24	-86.64K	0.46%
Gateway Advisory, LLC	546.56K	Sep 30, 24	+66.72K	0.29%
RAYMOND JAMES & ASSOCIATES	224.54K	Sep 30, 24	-105.87K	0.12%
Bridge Advisory, LLC	120.56K	Sep 30, 24	+447	0.06%
Titan Capital Management, LLC /TX	116.89K	Sep 30, 24	-806	0.06%
GYL FINANCIAL SYNERGIES, LLC	19.23K	Sep 30, 24	--	0.01%
Syntrinsic LLC	16.82K	Sep 30, 24	+16.82K	0.01%
RAYMOND JAMES TRUST N.A.	6.22K	Sep 30, 24	+251	0.00%
VitalStone Financial, LLC	4.74K	Sep 30, 24	+719	0.00%
SINECERA CAPITAL, LLC	4.40K	Sep 30, 24	-384	0.00%
Alera Investment Advisors, LLC	4.20K	Sep 30, 24	+365	0.00%
LWMG, LLC	3.79K	Sep 30, 24	+49	0.00%
FinTrust Capital Advisors, LLC	1.91K	Sep 30, 24	--	0.00%
Family Asset Management, LLC	--	Sep 30, 24	-17	--
First Trust Investment Solutions L.P.	--	Sep 30, 24	-1.96K	--
BlackRock Inc.	7.58M	Jun 30, 24	-476.32K	3.99%
BUCKINGHAM STRATEGIC WEALTH, LLC	146.90K	Jun 30, 24	+14.85K	0.08%
ICA Group Wealth Management, LLC	763	Jun 30, 24	-9.95K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	386	Jun 30, 24	+386	0.00%
Levy Wealth Management Group, LLC	--	Jun 30, 24	-2.25K	--
Cetera Advisor Networks LLC	334.46K	Mar 31, 24	+27.41K	0.18%
Cetera Advisors LLC	102.21K	Mar 31, 24	+72.77K	0.05%
Perella Weinberg Partners Capital Management LP	79.78K	Mar 31, 24	-19.86K	0.04%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	72.54K	Mar 31, 24	-2.58K	0.04%
Coppell Advisory Solutions Corp.	51.90K	Mar 31, 24	+51.90K	0.03%
Connectus Wealth, LLC	5.26K	Mar 31, 24	-6.96K	0.00%
Benedetti & Gucer, Inc.	2.21K	Mar 31, 24	--	0.00%
Bromfield Sneider Wealth Advisors	1.45K	Mar 31, 24	--	0.00%
WEALTHSOURCE PARTNERS, LLC	57.81K	Dec 31, 23	+29.25K	0.03%
DB Wealth Management Group, LLC	28.42K	Dec 31, 23	-10.80K	0.01%
DFPG INVESTMENTS, LLC	18.25K	Dec 31, 23	+297	0.01%
Simplicity Solutions, LLC	9.38K	Dec 31, 23	+6.81K	0.00%
Moreno Evelyn V	4.41K	Dec 31, 23	-3.14K	0.00%
Baystate Wealth Management LLC	312	Dec 31, 23	+198	0.00%
Cornerstone Retirement Group, Inc.	530.66K	Sep 30, 23	-336.18K	0.28%
COMERICA SECURITIES,INC.	136.91K	Sep 30, 23	-208.26K	0.07%
MASTRAPASQUA ASSET MANAGEMENT INC	25.07K	Sep 30, 23	-375	0.01%
COLONY GROUP LLC	4.11K	Sep 30, 23	-6.95K	0.00%
PATHSTONE FAMILY OFFICE, LLC	3.83K	Sep 30, 23	+3.83K	0.00%
Truadvice, LLC	3.69K	Sep 30, 23	+3.69K	0.00%
Chanos & Co LP	2.73K	Sep 30, 23	--	0.00%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC	1.96K	Sep 30, 23	--	0.00%
AFFINIA FINANCIAL GROUP, LLC	209.28K	Jun 30, 23	+8.17K	0.11%
Vident Investment Advisory, LLC	27.15K	Jun 30, 23	-31.52K	0.01%
First National Bank of South Miami	8.85K	Jun 30, 23	--	0.00%
EFG CAPITAL INTERNATIONAL CORP.	8.26K	Jun 30, 23	+8.26K	0.00%
LEO BROKERAGE, LLC	5.64K	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	5.17K	Jun 30, 23	+5.17K	0.00%
AJ WEALTH STRATEGIES, LLC	2.22K	Jun 30, 23	+2.22K	0.00%
BerganKDV Wealth Management, LLC	213	Jun 30, 23	-495	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-58	--
Cardinal Point Wealth Management Partners, LLC	30.86K	Mar 31, 23	-2.42K	0.02%
Ahrens Investment Partners LLC	3.42K	Mar 31, 23	+3.42K	0.00%
GAMBLE JONES INVESTMENT COUNSEL	122.84K	Dec 31, 22	-1.95K	0.06%
RESOLUTE FINANCIAL, LLC	9.64K	Dec 31, 22	+73	0.01%
GOFEN & GLOSSBERG LLC /IL/	8.58K	Dec 31, 22	-1.05K	0.00%
Laurel Wealth Advisors, Inc.	3.03K	Dec 31, 22	-196	0.00%
Claraphi Advisory Network, LLC	--	Dec 31, 22	-3.21K	--
Milliman Financial Risk Management LLC	18.18M	Sep 30, 22	-2.86M	9.57%
American Portfolios Advisors	210.03K	Sep 30, 22	+103.97K	0.11%
Danda Trouve Investment Management, Inc.	48.40K	Sep 30, 22	+359	0.03%
SIENA CAPITAL LLC	46.05K	Sep 30, 22	-571	0.02%
BLUESTEIN R H & CO LLC	35.86K	Sep 30, 22	+17.84K	0.02%
Jefferies Group LLC	27.22K	Sep 30, 22	-1.16K	0.01%
Maryland Capital Management	11.20K	Sep 30, 22	+203	0.01%
Spectrum Management Group, LLC	9.16K	Sep 30, 22	+5.26K	0.00%
MILESTONE WEALTH, LLC	4.46K	Sep 30, 22	-1.14K	0.00%
Covington Capital Management	664	Sep 30, 22	--	0.00%
Beaumont Financial Partners, LLC	--	Sep 30, 22	-44.28K	--
FURE FINANCIAL CORP	--	Sep 30, 22	-63	--
ACG Wealth	--	Sep 30, 22	-17	--
Spearhead Capital Advisors, LLC	--	Sep 30, 22	-2.73K	--
NextCapital Advisers, Inc.	772.55K	Jun 30, 22	-48.16K	0.41%
Emerson Wealth, LLC	47.64K	Jun 30, 22	-738	0.03%
Frontier Wealth Management LLC	28.86K	Jun 30, 22	-6.45K	0.02%
CORBETT ROAD CAPITAL MANAGEMENT, LLC	27.60K	Jun 30, 22	+27.60K	0.01%
DIXON HUBARD FEINOUR & BROWN INC/VA	6.30K	Jun 30, 22	--	0.00%
B. Riley Wealth Management, Inc.	5.68K	Jun 30, 22	+5.68K	0.00%
Fieldpoint Private Securities, LLC	2.98K	Jun 30, 22	--	0.00%
KerberRose Wealth Management, LLC	2.95K	Jun 30, 22	+2.95K	0.00%
ADVISOR PARTNERS LLC	2.11K	Jun 30, 22	--	0.00%
Private Capital Group, LLC	470	Jun 30, 22	+108	0.00%
Lake Point Wealth Management	41	Jun 30, 22	+41	0.00%
EXANE DERIVATIVES	--	Jun 30, 22	-1.41K	--
IndexIQ Advisors LLC	257.10K	Mar 31, 22	-123.52K	0.14%
Karn, Couzens & Associates, Inc.	28.52K	Mar 31, 22	+4.57K	0.02%
Winfield Associates, Inc.	27.20K	Mar 31, 22	+6.50K	0.01%
Permit Capital Advisors, LLC	883	Mar 31, 22	+883	0.00%
CAPITAL ONE FINANCIAL CORP	--	Mar 31, 22	-5.02K	--
VIRIDIAN RIA, LLC	--	Mar 31, 22	--	--
Cassaday & Co Inc.	23.60K	Dec 31, 21	+488	0.01%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV	10.54K	Dec 31, 21	--	0.01%
Grace Capital	7.50K	Dec 31, 21	--	0.00%
Investors Financial Group, LLC	2.01K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	1.62K	Dec 31, 21	+665	0.00%
Truehand, Inc	300	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	200	Dec 31, 21	--	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12.87K	Sep 30, 21	-1.51K	0.01%
MANAGED ACCOUNT SERVICES INC	3.81K	Sep 30, 21	-209	0.00%
Sonora Investment Management, LLC	380	Sep 30, 21	--	0.00%
OLD DOMINION CAPITAL MANAGEMENT INC	--	Sep 30, 21	-160.28K	--
AdvicePeriod, LLC	19.86K	Jun 30, 21	-1.21K	0.01%
Pinnacle Wealth Advisors	11.16K	Jun 30, 21	+11.16K	0.01%
Hoover Financial Advisors, Inc.	127	Jun 30, 21	+127	0.00%
FormulaFolio Investments, LLC	127	Jun 30, 21	--	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	9.51K	Mar 31, 21	-726	0.01%
BAINCO INTERNATIONAL INVESTORS	17.82K	Dec 31, 20	-3.83K	0.01%
CWH Capital Management, Inc.	4.40K	Dec 31, 20	-78.63K	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	4.11K	Dec 31, 20	+1.20K	0.00%
KAYS FINANCIAL ADVISORY CORP /ADV	170.50K	Sep 30, 20	+42.10K	0.09%
Stearns Financial Services Group	11.74K	Sep 30, 20	+11.74K	0.01%
First Allied Advisory Services, Inc.	9.53K	Sep 30, 20	-7.40K	0.01%
LifePlan Financial Group, Inc	321	Sep 30, 20	-76	0.00%
SHINE INVESTMENT ADVISORY SERVICES INC	--	Sep 30, 20	-75	--
Global Financial Private Capital, Inc	193.79K	Jun 30, 20	+30.56K	0.10%
Argent Wealth Management LLC	7.04K	Jun 30, 20	-10.53K	0.00%
TRUEWEALTH LLC	5	Jun 30, 20	--	0.00%
Willingdon Wealth Management	50.00K	Mar 31, 20	+50.00K	0.03%
Squar Milner Financial Services LLC	18.98K	Mar 31, 20	+18.98K	0.01%
ACCURATE INVESTMENT SOLUTIONS, INC.	5.48K	Mar 31, 20	-5.53K	0.00%
Stratford Consulting, LLC	--	Mar 31, 20	-140	--
Advisor Group, Inc.	193.27K	Dec 31, 19	+56.08K	0.10%
LADENBURG THALMANN FINANCIAL SERVICES INC.	149.81K	Dec 31, 19	-7.88K	0.08%
SUNTRUST BANKS INC	149.74K	Sep 30, 19	+13.17K	0.08%
BB&T SECURITIES, LLC	71.60K	Sep 30, 19	-18.88K	0.04%
MADISON INVESTMENT HOLDINGS INC	17.29K	Sep 30, 19	+2.49K	0.01%
Wealth & Pension Services Group, Inc.	10.76K	Sep 30, 19	--	0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	1.50K	Sep 30, 19	--	0.00%
Shamrock Asset Management LLC	907	Sep 30, 19	--	0.00%
Julex Capital Management, LLC	37	Sep 30, 19	-67.55K	0.00%
BBT Capital Management, LLC	105.88K	Jun 30, 19	-98.61K	0.06%
HL FINANCIAL SERVICES LLC	15.70K	Mar 31, 19	-259	0.01%
COMERICA SECURITIES INC	245.77K	Dec 31, 18	+242.16K	0.13%
Visionary Asset Management, Inc.	53.87K	Dec 31, 18	+53.87K	0.03%
Sigma Investment Management Co	6.01K	Dec 31, 18	-400	0.00%
Questar Asset Management, Inc.	4.05K	Dec 31, 18	+4.05K	0.00%
Ken Stern & Associates, Inc.	89.64K	Sep 30, 18	+2.12K	0.05%
AFAM CAPITAL, INC.	37.90K	Sep 30, 18	+6.51K	0.02%
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/	512	Mar 31, 18	+512	0.00%
BB&T INVESTMENT SERVICES, INC.	80	Dec 31, 17	-499	0.00%
WealthShield, LLC	10	Dec 31, 17	+10	0.00%
Portfolio Strategies Inc	--	Dec 31, 17	-47.07K	--
Concert Wealth Management Inc.	16.24K	Sep 30, 17	-3.85K	0.01%
Commonwealth Equity Services, Inc	17.86K	Jun 30, 17	+9.02K	0.01%
RONALD BLUE & CO LLC	4.88K	Jun 30, 17	--	0.00%
Virtu KCG Holdings LLC	1.82K	Jun 30, 17	-18.27K	0.00%
WFG Advisors, LP	52	Jun 30, 17	--	0.00%
BlackRock Fund Advisors	927.50K	Dec 31, 16	+419.30K	0.49%
BlackRock Institutional Trust Company, N.A.	99.41K	Dec 31, 16	+12.68K	0.05%
MSI Financial Services Inc	10.16K	Dec 31, 16	+610	0.01%
BlackRock Investment Management, LLC	250	Dec 31, 16	+250	0.00%
INTEGRATED WEALTH COUNSEL, LLC	90	Dec 31, 16	--	0.00%
BLACKROCK ADVISORS LLC	1	Dec 31, 16	--	0.00%
Shinko Asset Management Co., Ltd.	5.20K	Sep 30, 16	--	0.00%
SOCIETE GENERALE	74.92K	Jun 30, 16	+74.92K	0.04%
CURIAN CAPITAL LLC	536.65K	Dec 31, 15	-1.33M	0.28%
ATHERTON LANE ADVISERS, LLC	3.38K	Dec 31, 15	-20	0.00%
CITY NATIONAL BANK	2.72K	Sep 30, 15	-2.19K	0.00%
F-Squared Investment Management, LLC	449.21K	Jun 30, 15	-2.46M	0.24%
MANAGED ACCOUNT ADVISORS LLC	155.56K	Jun 30, 15	+24.89K	0.08%
FolioMetrix LLC	54.54K	Jun 30, 15	+17.30K	0.03%
BAIRD ROBERT W & CO INC /WI/	8.86K	Mar 31, 15	-462	0.00%
BOSTON PRIVATE BANK & TRUST CO	25	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	238.96K	Dec 31, 14	+139.89K	0.13%
NEW ENGLAND SECURITIES CORP /MA/	249	Dec 31, 14	-243	0.00%
UBS AG	216.13K	Sep 30, 14	+58.60K	0.11%
Jane Street Holding, LLC	42.16K	Dec 31, 13	+38.13K	0.02%
KNIGHT CAPITAL GROUP LLC	12.64K	Jun 30, 13	+3.41K	0.01%
First Allied Securities, Inc.	557	Jun 30, 12	-540	0.00%
Windward Investment Management Inc	4.97K	Sep 30, 09	+4.97K	0.00%
RBC Private Counsel (USA) Inc.	270	Sep 30, 09	-60	0.00%

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Holder

Date

Change

% Held

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.11M

Jun 30, 26

+112.09K

0.59%

Trust Co

806.48K

Jun 30, 26

+15.98K

0.42%

Townsend & Associates, Inc

664.44K

Jun 30, 26

+18.48K

0.35%

Oakworth Capital, Inc.

610.58K

Jun 30, 26

-88.14K

0.32%

TRUIST FINANCIAL CORP

539.47K

Jun 30, 26

-631

0.28%

Hansen & Associates Financial Group, Inc.

427.91K

Jun 30, 26

-46.98K

0.23%

FINANCIAL CONSULATE, INC

347.76K

Jun 30, 26

+19.04K

0.18%

Client First Capital LLC

276.19K

Jun 30, 26

-9.31K

0.15%

Legacy Advisory Services, LLC

209.36K

Jun 30, 26

-19.34K

0.11%

AdvisorNet Financial, Inc

201.81K

Jun 30, 26

+29.28K

0.11%

Farther Finance Advisors, LLC

183.30K

Jun 30, 26

-311

0.10%

SIMON QUICK ADVISORS, LLC

179.34K

Jun 30, 26

+38

0.09%

Sulzberger Capital Advisors, Inc.

172.59K

Jun 30, 26

-14.50K

0.09%

STABLEFORD CAPITAL II LLC

164.91K

Jun 30, 26

+74.26K

0.09%

Sierra Legacy Group

161.13K

Jun 30, 26

-21.28K

0.08%

Fairvoy Private Wealth, LLC

154.48K

Jun 30, 26

+9.62K

0.08%

KFA Private Wealth Group, LLC

150.49K

Jun 30, 26

-7.93K

0.08%

Mascoma Wealth Management LLC

144.24K

Jun 30, 26

+3.78K

0.08%

CWA Asset Management Group, LLC

133.32K

Jun 30, 26

+23.45K

0.07%

KWMG, LLC

131.95K

Jun 30, 26

+6.23K

0.07%

OAK FAMILY ADVISORS, LLC

108.29K

Jun 30, 26

+17.70K

0.06%

Lee Financial Co

106.07K

Jun 30, 26

-3.05K

0.06%

Pacifica Partners Inc.

103.73K

Jun 30, 26

+26.78K

0.05%

MinichMacGregor Wealth Management, LLC

102.03K

Jun 30, 26

+8.75K

0.05%

UDINE WEALTH MANAGEMENT, INC.

101.75K

Jun 30, 26

-8.50K

0.05%

ROOF EIDAM & MAYCOCK/ADV

99.19K

Jun 30, 26

+99.19K

0.05%

Climber Capital SA

85.39K

Jun 30, 26

+19.21K

0.04%

PARAGON CAPITAL MANAGEMENT INC

81.78K

Jun 30, 26

-432

0.04%

Mader & Shannon Wealth Management, Inc.

76.74K

Jun 30, 26

-537

0.04%

Kestra Advisory Services, LLC

76.11K

Jun 30, 26

-5.47K

0.04%

D.A. DAVIDSON & CO.

74.73K

Jun 30, 26

+16.73K

0.04%

RFG Advisory, LLC

73.94K

Jun 30, 26

+1.00K

0.04%

GREENLEAF TRUST

67.32K

Jun 30, 26

-219

0.04%

BFSG, LLC

64.97K

Jun 30, 26

+883

0.03%

INDEPENDENT FINANCIAL GROUP, LLC

64.87K

Jun 30, 26

-3.28K

0.03%

IFP Advisors, Inc

64.26K

Jun 30, 26

+5.39K

0.03%

GUIDANCE CAPITAL, INC

63.48K

Jun 30, 26

+1.83K

0.03%

Onyx Bridge Wealth Group LLC

59.87K

Jun 30, 26

-17.55K

0.03%

DAVENPORT & Co LLC

59.02K

Jun 30, 26

-447

0.03%

KEYBANK NATIONAL ASSOCIATION/OH

58.52K

Jun 30, 26

+1.38K

0.03%

a16z Perennial Management, L.P.

58.37K

Jun 30, 26

+58.37K

0.03%

PARK AVENUE SECURITIES LLC

57.80K

Jun 30, 26

-32.89K

0.03%

North Star Investment Management Corp.

56.74K

Jun 30, 26

+9.36K

0.03%

WEDBUSH SECURITIES INC

56.47K

Jun 30, 26

-2.71K

0.03%

ALTERNA WEALTH MANAGEMENT, INC

54.54K

Jun 30, 26

-1.55K

0.03%

RIA Advisory Group LLC

50.33K

Jun 30, 26

-5.24K

0.03%

SBI Securities Co., Ltd.

49.69K

Jun 30, 26

-27.66K

0.03%

Hixon Zuercher, LLC

49.39K

Jun 30, 26

+1.55K

0.03%

Baring Financial LLC

48.92K

Jun 30, 26

-240

0.03%

Strategic Blueprint, LLC

47.25K

Jun 30, 26

-685

0.02%

Procyon Advisors, LLC

45.39K

Jun 30, 26

-6.23K

0.02%

EHRLICH FINANCIAL GROUP

42.89K

Jun 30, 26

+23.45K

0.02%

Atria Investments, Inc

39.31K

Jun 30, 26

-26.63K

0.02%

Heck Capital Advisors, LLC

38.05K

Jun 30, 26

-3.14K

0.02%

Formidable Asset Management, LLC

37.79K

Jun 30, 26

+14.93K

0.02%

INVESTMENT HOUSE LLC

37.56K

Jun 30, 26

0.02%

MILESTONE ASSET MANAGEMENT, LLC

36.44K

Jun 30, 26

+2.23K

0.02%

PATTON FUND MANAGEMENT, INC.

36.22K

Jun 30, 26

+1.07K

0.02%

TD Waterhouse Canada Inc.

35.85K

Jun 30, 26

+17.45K

0.02%

Walker Financial Services, Inc.

35.54K

Jun 30, 26

-2.13K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

34.74K

Jun 30, 26

-3.85K

0.02%

Premier Path Wealth Partners, LLC

34.23K

Jun 30, 26

+3.00K

0.02%

Forum Financial Management, LP

33.06K

Jun 30, 26

-8.00K

0.02%

Alexis Investment Partners, LLC

32.97K

Jun 30, 26

+1.15K

0.02%

Spartan Planning & Wealth Management

32.86K

Jun 30, 26

-18.71K

0.02%

Trilogy Capital Inc.

32.11K

Jun 30, 26

-3.63K

0.02%

San Luis Wealth Advisors LLC

30.85K

Jun 30, 26

-24.76K

0.02%

ATTICUS WEALTH MANAGEMENT, LLC

30.62K

Jun 30, 26

+12.57K

0.02%

JAMES INVESTMENT RESEARCH INC

29.38K

Jun 30, 26

-1.74K

0.02%

Private Advisor Group, LLC

27.49K

Jun 30, 26

-23.68K

0.01%

CoreCap Advisors, LLC

26.52K

Jun 30, 26

-3.19K

0.01%

Institute for Wealth Management, LLC.

26.36K

Jun 30, 26

-3.27K

0.01%

J.W. COLE ADVISORS, INC.

26.02K

Jun 30, 26

+26.02K

0.01%

Fermata Advisors, LLC

25.14K

Jun 30, 26

-739

0.01%

Net Worth Advisory Group

23.63K

Jun 30, 26

-3.01K

0.01%

Core Wealth Partners LLC

23.19K

Jun 30, 26

-764

0.01%

Spire Wealth Management

22.90K

Jun 30, 26

-726

0.01%

Carlton Hofferkamp & Jenks Wealth Management, LLC

22.70K

Jun 30, 26

-1.62K

0.01%

Coastal Investment Advisors, Inc.

22.47K

Jun 30, 26

+1.79K

0.01%

Foundry Financial Group, Inc.

22.18K

Jun 30, 26

+163

0.01%

David R. Rahn & Associates Inc.

22.04K

Jun 30, 26

+14.68K

0.01%

Capital Advisors, Ltd. LLC

21.51K

Jun 30, 26

+1.22K

0.01%

EAGLE ROCK INVESTMENT COMPANY, LLC

20.02K

Jun 30, 26

-982

0.01%

Tempus Wealth Planning, LLC

19.50K

Jun 30, 26

-2.93K

0.01%

MARINO, STRAM & ASSOCIATES LLC

19.41K

Jun 30, 26

-7.00K

0.01%

BENEDICT FINANCIAL ADVISORS INC

19.41K

Jun 30, 26

+3.63K

0.01%

Abacus Planning Group, Inc.

19.12K

Jun 30, 26

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

18.01K

Jun 30, 26

+1.07K

0.01%

Leelyn Smith, LLC

17.52K

Jun 30, 26

+7.36K

0.01%

ASPIRIANT, LLC

17.43K

Jun 30, 26

-402

0.01%

GenWealth Group, Inc.

17.32K

Jun 30, 26

+112

0.01%

Perennial Advisors, LLC

16.88K

Jun 30, 26

+363

0.01%

Concurrent Investment Advisors, LLC

16.86K

Jun 30, 26

-3.36K

0.01%

Financial Management Professionals, Inc.

16.22K

Jun 30, 26

0.01%

INSPIRION WEALTH ADVISORS, LLC

15.39K

Jun 30, 26

0.01%

Canal Capital Management, LLC

15.24K

Jun 30, 26

+15.24K

0.01%

Kings Path Partners LLC

14.96K

Jun 30, 26

-1.64K

0.01%

SVB WEALTH LLC

14.93K

Jun 30, 26

-454

0.01%

CENTRAL BANK & TRUST CO

14.91K

Jun 30, 26

-315

0.01%

Brookstone Capital Management

14.76K

Jun 30, 26

+644

0.01%

Bosman Wealth Management, LLC

14.05K

Jun 30, 26

0.01%

Prospera Financial Services Inc

13.68K

Jun 30, 26

-6.36K

0.01%

Arkfeld Wealth Strategies, L.L.C.

13.56K

Jun 30, 26

+33

0.01%

Mainsail Financial Group, LLC

12.94K

Jun 30, 26

-14.80K

0.01%

Courage Miller Partners, LLC

12.71K

Jun 30, 26

+140

0.01%

PROFESSIONAL ADVISORY SERVICES INC

12.68K

Jun 30, 26

-11.09K

0.01%

Western Financial Corp/CA

12.43K

Jun 30, 26

+675

0.01%

Sage Advisory Services, Ltd.Co.

12.08K

Jun 30, 26

0.01%

Burford Brothers, Inc.

11.96K

Jun 30, 26

-47

0.01%

NORRIS PERNE & FRENCH LLP/MI

11.88K

Jun 30, 26

+6.10K

0.01%

Ifrah Financial Services, Inc.

11.88K

Jun 30, 26

+18

0.01%

FOUNDERS GROVE WEALTH PARTNERS, LLC

11.79K

Jun 30, 26

+1.17K

0.01%

National Wealth Management Group, LLC

11.73K

Jun 30, 26

-586

0.01%

Pathway Financial Advisors LLC

11.22K

Jun 30, 26

-181

0.01%

Archford Capital Strategies, LLC

11.15K

Jun 30, 26

+6.38K

0.01%

Fonville Wealth Management LLC

11.13K

Jun 30, 26

-773

0.01%

BRIAN LOW FINANCIAL GROUP, LLC

11.10K

Jun 30, 26

+1.24K

0.01%

BANQUE PICTET & CIE SA

11.05K

Jun 30, 26

-102.03K

0.01%

OLD NATIONAL BANCORP /IN/

10.97K

Jun 30, 26

-2.52K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

10.81K

Jun 30, 26

+1.80K

0.01%

Crews Bank & Trust

10.57K

Jun 30, 26

-907

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

10.56K

Jun 30, 26

-11.19K

0.01%

CIDEL ASSET MANAGEMENT INC

10.45K

Jun 30, 26

0.01%

Baker Ellis Asset Management LLC

10.40K

Jun 30, 26

+7.95K

0.01%

Sequoia Financial Advisors, LLC

10.34K

Jun 30, 26

0.01%

Bison Wealth, LLC

10.23K

Jun 30, 26

+28

0.01%

LINCOLN CAPITAL CORP

9.97K

Jun 30, 26

+512

0.01%

VisionPoint Advisory Group, LLC

9.32K

Jun 30, 26

-83

0.00%

Buska Wealth Management, LLC

9.18K

Jun 30, 26

+9.18K

0.00%

Concord Wealth Partners

9.04K

Jun 30, 26

-389

0.00%

WHITTIER TRUST CO

8.87K

Jun 30, 26

0.00%

Elevation Capital Advisory, LLC

8.37K

Jun 30, 26

-999

0.00%

FLAGSTAR ADVISORS INC.

8.26K

Jun 30, 26

+954

0.00%

Sovereign Financial Group, Inc.

8.21K

Jun 30, 26

-147

0.00%

VISTA CAPITAL PARTNERS, INC.

7.95K

Jun 30, 26

+7.95K

0.00%

Sandy Cove Advisors, LLC

7.87K

Jun 30, 26

+1.45K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

7.62K

Jun 30, 26

+227

0.00%

SIGNATUREFD, LLC

7.58K

Jun 30, 26

-126

0.00%

Montecito Bank & Trust

7.29K

Jun 30, 26

-450

0.00%

Presidio Capital Management, LLC

7.16K

Jun 30, 26

-136.68K

0.00%

Rosenberg Matthew Hamilton

7.13K

Jun 30, 26

-1.99K

0.00%

Dynamic Advisor Solutions LLC

7.09K

Jun 30, 26

+250

0.00%

Envestnet Portfolio Solutions, Inc.

6.99K

Jun 30, 26

-70.77K

0.00%

Global View Capital Management LLC

6.88K

Jun 30, 26

-782

0.00%

Dominguez Wealth Management Solutions, Inc.

6.70K

Jun 30, 26

-17

0.00%

Capital Management Associates, Inc

6.49K

Jun 30, 26

-6

0.00%

Roble, Belko & Company, Inc

6.42K

Jun 30, 26

-608

0.00%

Foster Group, Inc.

6.14K

Jun 30, 26

+180

0.00%

Mayflower Financial Advisors, LLC

6.05K

Jun 30, 26

+154

0.00%

TCP Asset Management, LLC

5.99K

Jun 30, 26

+1.73K

0.00%

Aries Wealth Management

5.95K

Jun 30, 26

+345

0.00%

Castle Rock Wealth Management, LLC

5.79K

Jun 30, 26

-69

0.00%

PRIVATE TRUST CO NA

5.69K

Jun 30, 26

-736

0.00%

ARMSTRONG ADVISORY GROUP, INC

5.50K

Jun 30, 26

-223

0.00%

SAGE FINANCIAL GROUP INC

5.01K

Jun 30, 26

-450

0.00%

Rinkey Investments

4.94K

Jun 30, 26

+94

0.00%

WEALTHCARE CAPITAL MANAGEMENT LLC

4.65K

Jun 30, 26

0.00%

EdgeRock Capital LLC

4.62K

Jun 30, 26

+375

0.00%

MFA Wealth Services

4.59K

Jun 30, 26

+1.37K

0.00%

Investment Partners Asset Management, Inc.

4.51K

Jun 30, 26

-590

0.00%

Leibman Financial Services, Inc.

4.39K

Jun 30, 26

-1.16K

0.00%

Physician Wealth Solutions Inc.

4.22K

Jun 30, 26

-63

0.00%

High Note Wealth, LLC

4.12K

Jun 30, 26

-84

0.00%

NWAM LLC

4.06K

Jun 30, 26

+310

0.00%

Apollon Wealth Management, LLC

4.06K

Jun 30, 26

+184

0.00%

Miracle Mile Advisors, LLC

4.03K

Jun 30, 26

0.00%

Bayshore Capital Advisors, LLC

4.01K

Jun 30, 26

-444

0.00%

Intergy Private Wealth, LLC

3.99K

Jun 30, 26

-189

0.00%

Ted Buchan & Co

3.90K

Jun 30, 26

0.00%

North Capital, Inc.

3.89K

Jun 30, 26

0.00%

Lake Hills Wealth Management, LLC

3.79K

Jun 30, 26

-609

0.00%

Turning Point Benefit Group, Inc.

3.66K

Jun 30, 26

-270

0.00%

TOMPKINS FINANCIAL CORP

3.63K

Jun 30, 26

0.00%

Innovative Wealth Building LLC

3.61K

Jun 30, 26

+1.40K

0.00%

BRADY FAMILY WEALTH, LLC

3.58K

Jun 30, 26

+3.58K

0.00%

Fortitude Advisory Group L.L.C.

3.55K

Jun 30, 26

-53

0.00%

Crane Advisory, LLC

3.54K

Jun 30, 26

+1.40K

0.00%

Aprio Wealth Management, LLC

3.52K

Jun 30, 26

+141

0.00%

HERITAGE OAK WEALTH ADVISORS LLC

3.47K

Jun 30, 26

-35

0.00%

Revolve Wealth Partners, LLC

3.44K

Jun 30, 26

+3.44K

0.00%

Innova Wealth Partners

3.36K

Jun 30, 26

-201

0.00%

Apella Capital, LLC

3.32K

Jun 30, 26

-578

0.00%

DOPKINS WEALTH MANAGEMENT, LLC

3.26K

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

3.25K

Jun 30, 26

0.00%

ROMANO BROTHERS AND COMPANY

3.22K

Jun 30, 26

0.00%

Finley Financial, LLC

3.15K

Jun 30, 26

-2.14K

0.00%

Cairn Investment Group, Inc.

2.88K

Jun 30, 26

0.00%

RMR Wealth Builders

2.88K

Jun 30, 26

+397

0.00%

Trueblood Wealth Management, LLC

2.87K

Jun 30, 26

+318

0.00%

Clarity Financial LLC

2.81K

Jun 30, 26

-1

0.00%

Wealthcare Advisory Partners LLC

2.74K

Jun 30, 26

-894

0.00%

RDA Financial Network

2.72K

Jun 30, 26

-226

0.00%

Clark Asset Management, LLC

2.69K

Jun 30, 26

+58

0.00%

Magnus Financial Group LLC

2.67K

Jun 30, 26

+144

0.00%

Synergy Asset Management, LLC

2.62K

Jun 30, 26

+594

0.00%

Triumph Capital Management

2.59K

Jun 30, 26

-358

0.00%

American Institute for Advanced Investment Management, LLP

2.55K

Jun 30, 26

0.00%

Koshinski Asset Management, Inc.

2.52K

Jun 30, 26

+436

0.00%

Fortis Group Advisors, LLC

2.51K

Jun 30, 26

-1.39K

0.00%

Sugar Maple Asset Management, LLC

2.44K

Jun 30, 26

0.00%

Clear Creek Financial Management, LLC

2.42K

Jun 30, 26

-4.60K

0.00%

Capital Investment Advisory Services, LLC

2.41K

Jun 30, 26

-232

0.00%

Gladstone Institutional Advisory LLC

2.38K

Jun 30, 26

+194

0.00%

First Heartland Consultants, Inc.

2.38K

Jun 30, 26

+2.38K

0.00%

MISSION WEALTH MANAGEMENT, LP

2.36K

Jun 30, 26

0.00%

Tanager Wealth Management LLP

2.30K

Jun 30, 26

0.00%

PRIVATE CLIENT SERVICES, LLC

2.20K

Jun 30, 26

-424

0.00%

Wedmont Private Capital

2.09K

Jun 30, 26

0.00%

Significant Wealth Partners LLC

2.06K

Jun 30, 26

+13

0.00%

Wealth Management Associates, Inc.

2.00K

Jun 30, 26

0.00%

LFA - Lugano Financial Advisors SA

2.00K

Jun 30, 26

-482

0.00%

Catalytic Wealth RIA, LLC

2.00K

Jun 30, 26

-108

0.00%

Lauterbach Financial Advisors, LLC

1.96K

Jun 30, 26

+18

0.00%

BridgePort Financial Solutions, LLC

1.94K

Jun 30, 26

0.00%

NorthCrest Asset Manangement, LLC

1.93K

Jun 30, 26

+1.93K

0.00%

Raab & Moskowitz Asset Management LLC

1.93K

Jun 30, 26

+1.93K

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

1.90K

Jun 30, 26

+1.90K

0.00%

Smith, Salley & Associates

1.84K

Jun 30, 26

0.00%

Avantax Planning Partners, Inc.

1.82K

Jun 30, 26

+1.82K

0.00%

Walkner Condon Financial Advisors LLC

1.82K

Jun 30, 26

-38

0.00%

Investors Research Corp

1.75K

Jun 30, 26

+77

0.00%

StrongBox Wealth, LLC

1.64K

Jun 30, 26

-185

0.00%

RICHARDS, MERRILL & PETERSON, INC.

1.45K

Jun 30, 26

0.00%

FIRST HORIZON CORP

1.40K

Jun 30, 26

-1.91K

0.00%

Noble Wealth Management PBC

1.32K

Jun 30, 26

+859

0.00%

Quest 10 Wealth Builders, Inc.

1.30K

Jun 30, 26

-261

0.00%

Friedenthal Financial

860

Jun 30, 26

-223

0.00%

JFS WEALTH ADVISORS, LLC

619

Jun 30, 26

-36

0.00%

Hoese & Co LLP

480

Jun 30, 26

0.00%

EPG Wealth Management LLC

454

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

399

Jun 30, 26

-3

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

317

Jun 30, 26

0.00%

SOA Wealth Advisors, LLC.

306

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

270

Jun 30, 26

+69

0.00%

Crewe Advisors LLC

176

Jun 30, 26

+176

0.00%

Physician Wealth Advisors, Inc.

161

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

135

Jun 30, 26

-136

0.00%

Asset Management One Co., Ltd.

129

Jun 30, 26

0.00%

Keystone Financial Group, Inc.

129

Jun 30, 26

-33.15K

0.00%

Bulwark Capital Corp

119

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+96

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

+54

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

Pflug Koory, LLC

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

+22

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+21

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

PayPay Securities Corp

Jun 30, 26

-1

0.00%

WOLFF WIESE MAGANA LLC

Jun 30, 26

0.00%

Founders Capital Management

Jun 30, 26

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

Jun 30, 26

-4.09K

Sowell Financial Services LLC

Jun 30, 26

-7.41K

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

Jun 30, 26

-2.64K

Hamilton Point Investment Advisors, LLC

Jun 30, 26

-408

Latitude Advisors, LLC

Jun 30, 26

-14.37K

Laurel Wealth Advisors LLC

Jun 30, 26

-2.08K

Sound Income Strategies, LLC

Jun 30, 26

-1.21K

Beaird Harris Wealth Management, LLC

Jun 30, 26

-723

Global Assets Advisory, LLC

Jun 30, 26

-5.40K

Fiduciary Alliance LLC

Jun 30, 26

-2.83K

MCDONALD PARTNERS LLC

Jun 30, 26

-4.50K

WealthBridge Capital Management, LLC

Jun 30, 26

-8.97K

ABLE Financial Group, LLC

Jun 30, 26

-8.29K

Spinnaker Investment Group, LLC

Jun 30, 26

-8.16K

B.O.S.S. Retirement Advisors, LLC

Jun 30, 26

-2.77K

EXCEL SECURITIES & ASSOCIATES, INC.

Jun 30, 26

-24

B. Riley Wealth Advisors, Inc.

Jun 30, 26

-6.97K

Prosperity Financial Group, Inc.

Jun 30, 26

-2.79K

AI Financial Services LLC

Jun 30, 26

-397.88K

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-2.47K

BlackRock, Inc.

17.87M

Mar 31, 26

-74.35K

9.41%

MORGAN STANLEY

5.61M

Mar 31, 26

-359.83K

2.96%

WELLS FARGO & COMPANY/MN

5.24M

Mar 31, 26

+287.60K

2.76%

LPL Financial LLC

3.37M

Mar 31, 26

+308.94K

1.78%

BANK OF AMERICA CORP /DE/

3.00M

Mar 31, 26

-106.93K

1.58%

Marks Wealth, LLC

2.16M

Mar 31, 26

+2.15M

1.14%

Wealthfront Advisers LLC

2.05M

Mar 31, 26

+430.57K

1.08%

ENVESTNET ASSET MANAGEMENT INC

1.95M

Mar 31, 26

+844.33K

1.03%

UBS Group AG

1.67M

Mar 31, 26

-137.00K

0.88%

JPMORGAN CHASE & CO

1.50M

Mar 31, 26

-35.22K

0.79%

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

1.43M

Mar 31, 26

+101.18K

0.75%

ROYAL BANK OF CANADA

1.37M

Mar 31, 26

+477.06K

0.72%

RAYMOND JAMES FINANCIAL INC

1.33M

Mar 31, 26

-57.27K

0.70%

AMERIPRISE FINANCIAL INC

1.10M

Mar 31, 26

+508.52K

0.58%

NFP Retirement, Inc.

1.03M

Mar 31, 26

-381.59K

0.54%

FIL Ltd

994.89K

Mar 31, 26

+994.50K

0.52%

STIFEL FINANCIAL CORP

884.68K

Mar 31, 26

+11.62K

0.47%

Americana Partners, LLC

784.59K

Mar 31, 26

+373.13K

0.41%

ASSETMARK, INC

670.66K

Mar 31, 26

-15.97K

0.35%

Betterment LLC

651.82K

Mar 31, 26

-54.33K

0.34%

Cetera Investment Advisers

562.74K

Mar 31, 26

-199.77K

0.30%

Rockefeller Capital Management L.P.

555.34K

Mar 31, 26

+27.27K

0.29%

Cynosure Group, LLC

546.42K

Mar 31, 26

-12.01K

0.29%

TRUIST FINANCIAL CORP

540.10K

Mar 31, 26

-22.69K

0.28%

White Lighthouse Investment Management Inc.

519.50K

Mar 31, 26

+47.08K

0.27%

Acorns Advisers, LLC

486.56K

Mar 31, 26

+19.52K

0.26%

Gallagher Fiduciary Advisors, LLC

479.21K

Mar 31, 26

+474.86K

0.25%

Ausdal Financial Partners, Inc.

427.08K

Mar 31, 26

-96.80K

0.22%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

417.43K

Mar 31, 26

-38.14K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

415.54K

Mar 31, 26

-73.21K

0.22%

Foundations Investment Advisors, LLC

393.98K

Mar 31, 26

+37.44K

0.21%

LaSalle St. Investment Advisors, LLC

384.34K

Mar 31, 26

+81.71K

0.20%

Able Wealth Management LLC

384.12K

Mar 31, 26

+13.94K

0.20%

Summit Financial, LLC

380.80K

Mar 31, 26

+155.56K

0.20%

BANK OF NOVA SCOTIA

366.02K

Mar 31, 26

-30.87K

0.19%

Colony Group, LLC

357.16K

Mar 31, 26

-7.54K

0.19%

Cerity Partners LLC

352.88K

Mar 31, 26

-116.26K

0.19%

MASECO LLP

332.85K

Mar 31, 26

-7.78K

0.18%

OPPENHEIMER & CO INC

326.35K

Mar 31, 26

+30.82K

0.17%

Family Management Corp

310.02K

Mar 31, 26

+9.16K

0.16%

MML INVESTORS SERVICES, LLC

309.73K

Mar 31, 26

-60.00K

0.16%

Advisory Services Network, LLC

294.33K

Mar 31, 26

-10.59K

0.15%

ADVISOR GROUP HOLDINGS, INC.

281.41K

Mar 31, 26

+19.60K

0.15%

Banco Santander, S.A.

279.37K

Mar 31, 26

-170.41K

0.15%

Fund Evaluation Group, LLC

277.56K

Mar 31, 26

+6.46K

0.15%

GOLDMAN SACHS GROUP INC

267.73K

Mar 31, 26

-68.37K

0.14%

ZEVIN ASSET MANAGEMENT LLC

266.37K

Mar 31, 26

+54.85K

0.14%

Modern Wealth Management, LLC

264.26K

Mar 31, 26

-13.13K

0.14%

Bull Oak Capital, LLC

254.13K

Mar 31, 26

+32.87K

0.13%

Northwest Quadrant Wealth Management, LLC

250.59K

Mar 31, 26

-3.60K

0.13%

Blueprint Investment Partners LLC

241.69K

Mar 31, 26

+241.69K

0.13%

Janney Montgomery Scott LLC

233.90K

Mar 31, 26

+71.56K

0.12%

Allred Capital Management, LLC

231.64K

Mar 31, 26

-10.06K

0.12%

Mullooly Asset Management, Inc.

229.38K

Mar 31, 26

+6.92K

0.12%

HighTower Advisors, LLC

218.75K

Mar 31, 26

-20.61K

0.12%

Bulltick Wealth Management, LLC

215.69K

Mar 31, 26

-91.21K

0.11%

Mariner, LLC

199.89K

Mar 31, 26

-13.05K

0.11%

HSBC HOLDINGS PLC

190.07K

Mar 31, 26

-99.91K

0.10%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

185.69K

Mar 31, 26

+76.89K

0.10%

FIFTH THIRD BANCORP

175.98K

Mar 31, 26

+175.49K

0.09%

Strategic Wealth Partners, Ltd.

162.78K

Mar 31, 26

+8.66K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

160.53K

Mar 31, 26

+6.96K

0.08%

JANE STREET GROUP, LLC

157.32K

Mar 31, 26

-19.44K

0.08%

Financial Engines Advisors L.L.C.

157.04K

Mar 31, 26

+5.56K

0.08%

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

155.71K

Mar 31, 26

-7.26K

0.08%

Midwest Professional Planners, LTD.

155.47K

Mar 31, 26

+13.75K

0.08%

M. Kulyk & Associates, LLC

155.13K

Mar 31, 26

-7.02K

0.08%

NewEdge Advisors, LLC

145.79K

Mar 31, 26

+2.32K

0.08%

Independent Solutions Wealth Management, LLC

145.01K

Mar 31, 26

+33.31K

0.08%

Beacon Pointe Advisors, LLC

142.76K

Mar 31, 26

-2.41K

0.08%

Equitable Holdings, Inc.

138.29K

Mar 31, 26

+79.47K

0.07%

PRINCIPAL SECURITIES, INC.

137.33K

Mar 31, 26

+113.04K

0.07%

Smithfield Trust Co

134.83K

Mar 31, 26

+2.08K

0.07%

ANCHOR CAPITAL ADVISORS LLC

134.79K

Mar 31, 26

-1.32K

0.07%

IPG Investment Advisors LLC

130.63K

Mar 31, 26

-15.75K

0.07%

PERSONAL CFO SOLUTIONS, LLC

128.33K

Mar 31, 26

+128.33K

0.07%

Silicon Valley Capital Partners

128.26K

Mar 31, 26

-3.72K

0.07%

Trajan Wealth LLC

124.40K

Mar 31, 26

-14.61K

0.07%

Creative Planning

120.72K

Mar 31, 26

+10.47K

0.06%

U.S. Capital Wealth Advisors, LLC

118.73K

Mar 31, 26

+48.89K

0.06%

AMG National Trust Bank

115.95K

Mar 31, 26

+23.60K

0.06%

Blueprint Financial Advisors LLC

113.47K

Mar 31, 26

+113.47K

0.06%

GFS Advisors, LLC

109.14K

Mar 31, 26

-18.20K

0.06%

Itau Unibanco Holding S.A.

108.40K

Mar 31, 26

0.06%

Winch Advisory Services, LLC

107.03K

Mar 31, 26

-886

0.06%

MAYPORT, LLC

105.24K

Mar 31, 26

+444

0.06%

Twelve Points Wealth Management LLC

104.10K

Mar 31, 26

-20.78K

0.05%

DOVER ADVISORS, LLC

101.41K

Mar 31, 26

+55.92K

0.05%

Steward Partners Investment Advisory, LLC

101.11K

Mar 31, 26

+13.72K

0.05%

Farringdon Capital, Ltd.

95.09K

Mar 31, 26

0.05%

Prime Capital Investment Advisors, LLC

94.04K

Mar 31, 26

+72.09K

0.05%

Arete Wealth Advisors, LLC

90.54K

Mar 31, 26

-8.08K

0.05%

Meridian Wealth Management, LLC

90.49K

Mar 31, 26

+4.14K

0.05%

StoneX Group Inc.

90.10K

Mar 31, 26

+27.61K

0.05%

IronBridge Private Wealth, LLC

88.76K

Mar 31, 26

+35.23K

0.05%

ALLIANCEBERNSTEIN L.P.

88.40K

Mar 31, 26

+74.02K

0.05%

Whalen Wealth Management Inc.

85.49K

Mar 31, 26

-18.50K

0.05%

Aegis Wealth Management LLC

84.40K

Mar 31, 26

+509

0.04%

Crescent Grove Advisors, LLC

83.40K

Mar 31, 26

-113.19K

0.04%

Kestra Advisory Services, LLC

81.58K

Mar 31, 26

+4.56K

0.04%

CVA Family Office, LLC

81.05K

Mar 31, 26

+4.48K

0.04%

One Day In July LLC

80.58K

Mar 31, 26

-1.97K

0.04%

Apex Wealth Management, LLC

80.39K

Mar 31, 26

+29.41K

0.04%

FLOW TRADERS U.S. LLC

80.36K

Mar 31, 26

+57.42K

0.04%

PRUDENTIAL PLC

79.64K

Mar 31, 26

+79.64K

0.04%

MORRIS FINANCIAL CONCEPTS, INC.

78.68K

Mar 31, 26

+1.67K

0.04%

VanWeelden Wealth Management, LLC

74.65K

Mar 31, 26

-2.01K

0.04%

BNP PARIBAS ARBITRAGE, SNC

73.52K

Mar 31, 26

+72.07K

0.04%

UNITED BANK

72.29K

Mar 31, 26

-518

0.04%

CITIGROUP INC

70.81K

Mar 31, 26

+39.62K

0.04%

Adaptive Financial Consulting, LLC

70.06K

Mar 31, 26

+3.80K

0.04%

CITADEL ADVISORS LLC

67.20K

Mar 31, 26

+67.20K

0.04%

CWM, LLC

67.17K

Mar 31, 26

-3.12K

0.04%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

66.87K

Mar 31, 26

-18.45K

0.04%

Pacific Center for Financial Services

66.60K

Mar 31, 26

+64.72K

0.04%

BANK OF MONTREAL /CAN/

66.12K

Mar 31, 26

-68.78K

0.03%

Luminist Capital LLC

65.76K

Mar 31, 26

+23.92K

0.03%

IRONWOOD INVESTMENT MANAGEMENT LLC

64.62K

Mar 31, 26

+1.70K

0.03%

Mutual Advisors, LLC

63.58K

Mar 31, 26

+3.67K

0.03%

Sanctuary Advisors, LLC

62.72K

Mar 31, 26

-7.88K

0.03%

Wealth Alliance

62.58K

Mar 31, 26

+19.33K

0.03%

Independent Advisor Alliance

61.80K

Mar 31, 26

+59.75K

0.03%

Vernal Point Advisors, LLC

61.00K

Mar 31, 26

-2.24K

0.03%

JONES FINANCIAL COMPANIES LLLP

60.19K

Mar 31, 26

+8.54K

0.03%

Integrated Wealth Concepts LLC

59.71K

Mar 31, 26

+14.42K

0.03%

SCOTIA CAPITAL INC.

59.39K

Mar 31, 26

-5.33K

0.03%

Hilltop Holdings Inc.

58.77K

Mar 31, 26

+33.73K

0.03%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

57.96K

Mar 31, 26

+339

0.03%

KEYBANK NATIONAL ASSOCIATION/OH

57.14K

Mar 31, 26

+10.30K

0.03%

Capital Wealth Alliance, LLC

56.06K

Mar 31, 26

+1.12K

0.03%

SCHRODER INVESTMENT MANAGEMENT GROUP

52.75K

Mar 31, 26

+52.75K

0.03%

Lido Advisors, LLC

52.17K

Mar 31, 26

+5.83K

0.03%

Engineers Gate Manager LP

51.67K

Mar 31, 26

+51.67K

0.03%

Calamos Wealth Management LLC

51.52K

Mar 31, 26

-3.35K

0.03%

Calamos Advisors LLC

51.52K

Mar 31, 26

+51.52K

0.03%

American Investment Services, Inc.

51.08K

Mar 31, 26

+966

0.03%

BURLING WEALTH PARTNERS, LLC

51.03K

Mar 31, 26

+51.03K

0.03%

ALEXANDER LABRUNERIE & CO., INC.

50.86K

Mar 31, 26

-1.04K

0.03%

US BANCORP \DE\

48.78K

Mar 31, 26

-44

0.03%

MAI Capital Management

46.59K

Mar 31, 26

-9.74K

0.02%

MGO ONE SEVEN LLC

45.91K

Mar 31, 26

+4.90K

0.02%

AE Wealth Management LLC

45.71K

Mar 31, 26

+33.23K

0.02%

FINANCIAL MANAGEMENT NETWORK INC

45.34K

Mar 31, 26

-5.09K

0.02%

CI Private Wealth, LLC

44.72K

Mar 31, 26

+6.88K

0.02%

Brinker Capital Investments, LLC

44.34K

Mar 31, 26

+3.36K

0.02%

GOULD ASSET MANAGEMENT LLC /CA/

44.04K

Mar 31, 26

+5.63K

0.02%

Ashton Thomas Private Wealth, LLC

43.15K

Mar 31, 26

+13.49K

0.02%

Regal Investment Advisors LLC

42.51K

Mar 31, 26

+27.10K

0.02%

HB Wealth Management, LLC

42.33K

Mar 31, 26

+348

0.02%

Wealthspire Advisors, LLC

37.40K

Mar 31, 26

+121

0.02%

Ridgewood Investments LLC

37.31K

Mar 31, 26

+37.31K

0.02%

ADVISORY RESEARCH INC

37.12K

Mar 31, 26

+3.63K

0.02%

Greenspring Advisors, LLC

37.06K

Mar 31, 26

-622

0.02%

TD PRIVATE CLIENT WEALTH LLC

36.62K

Mar 31, 26

-2.41K

0.02%

Parallel Advisors, LLC

35.42K

Mar 31, 26

-5.34K

0.02%

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

35.21K

Mar 31, 26

+2.15K

0.02%

Federation des caisses Desjardins du Quebec

34.31K

Mar 31, 26

+21.89K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

33.19K

Mar 31, 26

-3.02K

0.02%

Heartland Bank & Trust Co

32.98K

Mar 31, 26

+14.48K

0.02%

GWN SECURITIES INC.

31.93K

Mar 31, 26

-10.24K

0.02%

CALTON & ASSOCIATES, INC.

31.84K

Mar 31, 26

+15.33K

0.02%

Ascent Group, LLC

31.27K

Mar 31, 26

+855

0.02%

Jordan Park Group LLC

31.22K

Mar 31, 26

+31.22K

0.02%

LOWE BROCKENBROUGH & CO INC

30.84K

Mar 31, 26

-4.44K

0.02%

TBH Global Asset Management, LLC

30.27K

Mar 31, 26

-3.92K

0.02%

KELLEHER FINANCIAL ADVISORS

29.62K

Mar 31, 26

+27.13K

0.02%

RITHOLTZ WEALTH MANAGEMENT

28.68K

Mar 31, 26

+606

0.02%

Camarda Financial Advisors, LLC

28.30K

Mar 31, 26

+262

0.01%

Impact Partnership Wealth, LLC

26.21K

Mar 31, 26

-3.19K

0.01%

Argent Advisors, Inc.

26.18K

Mar 31, 26

-10.00K

0.01%

MMBG INVESTMENT ADVISORS CO.

26.05K

Mar 31, 26

-41.52K

0.01%

Proficio Capital Partners LLC

25.89K

Mar 31, 26

-2.94K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

25.70K

Mar 31, 26

-1.59K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

25.64K

Mar 31, 26

+781

0.01%

MERCER GLOBAL ADVISORS INC /ADV

25.40K

Mar 31, 26

-1.20K

0.01%

Ethos Financial Group, LLC

25.33K

Mar 31, 26

+4.49K

0.01%

Chicago Wealth Management, Inc.

24.40K

Mar 31, 26

+11.32K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

24.38K

Mar 31, 26

+290

0.01%

Delta Investment Management, LLC

24.35K

Mar 31, 26

-655

0.01%

KDK Private Wealth Management, LLC

24.32K

Mar 31, 26

-858

0.01%

Western Wealth Management, LLC

24.09K

Mar 31, 26

+19.42K

0.01%

Clark Capital Management Group, Inc.

23.76K

Mar 31, 26

+23.76K

0.01%

CreativeOne Wealth, LLC

23.67K

Mar 31, 26

-10.25K

0.01%

BLAIR WILLIAM & CO/IL

22.44K

Mar 31, 26

-273

0.01%

Mission Creek Capital Partners, Inc.

22.43K

Mar 31, 26

+2.04K

0.01%

SHEPHERD KAPLAN KROCHUK, LLC

22.08K

Mar 31, 26

-1.85K

0.01%

AXS Investments LLC

21.80K

Mar 31, 26

+11.50K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

21.75K

Mar 31, 26

+2.27K

0.01%

Weaver Consulting Group

21.69K

Mar 31, 26

-2.21K

0.01%

STRATEGY ASSET MANAGERS LLC

21.05K

Mar 31, 26

-368

0.01%

SWEENEY & MICHEL, LLC

20.84K

Mar 31, 26

+131

0.01%

Private Advisory Group LLC

20.32K

Mar 31, 26

-80

0.01%

Atomi Financial Group, Inc.

20.32K

Mar 31, 26

-891

0.01%

Destination Wealth Management

19.90K

Mar 31, 26

+3.32K

0.01%

HFG Advisors, Inc.

18.43K

Mar 31, 26

+527

0.01%

Hudson Portfolio Management LLC

18.36K

Mar 31, 26

+5.34K

0.01%

Baird Financial Group, Inc.

18.15K

Mar 31, 26

-128

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.79K

Mar 31, 26

+17.79K

0.01%

Signal Advisors Wealth, LLC

17.76K

Mar 31, 26

+9.17K

0.01%

Waverly Advisors, LLC

17.32K

Mar 31, 26

+10.68K

0.01%

Vise Technologies, Inc.

16.76K

Mar 31, 26

0.01%

RETIREMENT CAPITAL STRATEGIES

16.68K

Mar 31, 26

+8.03K

0.01%

CAPTRUST FINANCIAL ADVISORS

16.48K

Mar 31, 26

+11.50K

0.01%

Robinson Value Management, Ltd.

16.36K

Mar 31, 26

-18.27K

0.01%

CENTAURUS FINANCIAL, INC.

16.34K

Mar 31, 26

+3.00K

0.01%

Snowden Capital Advisors LLC

16.21K

Mar 31, 26

-1.06K

0.01%

Beacon Capital Management, Inc.

16.18K

Mar 31, 26

-20.57K

0.01%

Allworth Financial LP

15.10K

Mar 31, 26

-1.36K

0.01%

Balentine LLC

15.03K

Mar 31, 26

0.01%

PATTEN & PATTEN INC/TN

14.96K

Mar 31, 26

0.01%

WCG Wealth Advisors LLC

14.91K

Mar 31, 26

+1.16K

0.01%

Pathstone Holdings, LLC

14.88K

Mar 31, 26

-390

0.01%

Shepherd Financial Partners LLC

14.62K

Mar 31, 26

-9.97K

0.01%

Birchcreek Wealth Management, LLC

14.54K

Mar 31, 26

+39

0.01%

Integrated Advisors Network LLC

13.86K

Mar 31, 26

+9.34K

0.01%

Authentikos Wealth Advisory, LLC

13.73K

Mar 31, 26

-2.04K

0.01%

Estate Counselors, LLC

13.70K

Mar 31, 26

-57.72K

0.01%

Wick Capital Partners, LLC

13.42K

Mar 31, 26

+519

0.01%

Virtue Capital Management, LLC

13.29K

Mar 31, 26

-1.72K

0.01%

BROWN ADVISORY INC

13.07K

Mar 31, 26

+1.79K

0.01%

AQR CAPITAL MANAGEMENT LLC

13.05K

Mar 31, 26

+10.67K

0.01%

CIBC WORLD MARKET INC.

12.99K

Mar 31, 26

-4.44K

0.01%

Pensionmark Financial Group, LLC

12.57K

Mar 31, 26

+4.73K

0.01%

Rehmann Capital Advisory Group

12.22K

Mar 31, 26

+67

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

12.08K

Mar 31, 26

-10.07K

0.01%

Fonville Wealth Management LLC

11.91K

Mar 31, 26

-1.01K

0.01%

MONEY CONCEPTS CAPITAL CORP

11.82K

Mar 31, 26

+9.61K

0.01%

Voya Financial Advisors, Inc.

11.82K

Mar 31, 26

+1.36K

0.01%

Arkadios Wealth Advisors

11.80K

Mar 31, 26

+2.62K

0.01%

Advisory Alpha, LLC

11.72K

Mar 31, 26

-93

0.01%

LOWERY THOMAS, LLC

11.66K

Mar 31, 26

+1.27K

0.01%

Perigon Wealth Management, LLC

11.31K

Mar 31, 26

-105

0.01%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

11.12K

Mar 31, 26

-362

0.01%

One Capital Management, LLC

11.12K

Mar 31, 26

+45

0.01%

Legacy Wealth Managment, LLC/ID

11.11K

Mar 31, 26

+1.21K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

11.11K

Mar 31, 26

+834

0.01%

Darden Wealth Group Inc

10.81K

Mar 31, 26

-191

0.01%

Savvy Advisors, Inc.

10.76K

Mar 31, 26

-1.33K

0.01%

CHOREO, LLC

10.66K

Mar 31, 26

-310

0.01%

Compass Ion Advisors, LLC

10.64K

Mar 31, 26

-637

0.01%

Frontier Asset Management, LLC

10.52K

Mar 31, 26

-2

0.01%

Edgemoor Investment Advisors, Inc.

10.51K

Mar 31, 26

-200

0.01%

NATIONAL BANK OF CANADA /FI/

10.49K

Mar 31, 26

-7.00K

0.01%

SILVER OAK SECURITIES, INCORPORATED

10.47K

Mar 31, 26

-430

0.01%

TWO SIGMA SECURITIES, LLC

10.25K

Mar 31, 26

+10.25K

0.01%

BRIAN LOW FINANCIAL GROUP, LLC

9.86K

Mar 31, 26

+48

0.01%

Aptus Capital Advisors, LLC

9.68K

Mar 31, 26

+8.02K

0.01%

ARRIEN INVESTMENTS, INC.

9.54K

Mar 31, 26

-660

0.01%

KDT Advisors, LLC

9.41K

Mar 31, 26

-7.48K

0.00%

Intellus Advisors LLC

9.38K

Mar 31, 26

+4.30K

0.00%

Elevation Capital Advisory, LLC

9.37K

Mar 31, 26

+9.37K

0.00%

Arkos Global Advisors

9.26K

Mar 31, 26

0.00%

NOMURA ASSET MANAGEMENT CO LTD

9.23K

Mar 31, 26

0.00%

Consilium Wealth Advisory, LLC

9.13K

Mar 31, 26

-269

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

9.06K

Mar 31, 26

+2.93K

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

8.82K

Mar 31, 26

-858

0.00%

Belvedere Trading LLC

8.77K

Mar 31, 26

+380

0.00%

EAGLE GLOBAL ADVISORS LLC

8.77K

Mar 31, 26

+350

0.00%

WealthTrak Capital Management LLC

8.59K

Mar 31, 26

0.00%

Keel Point, LLC

8.49K

Mar 31, 26

-3.25K

0.00%

Ameritas Advisory Services, LLC

8.46K

Mar 31, 26

+3.19K

0.00%

Plum Street Advisors, LLC

8.30K

Mar 31, 26

0.00%

FIRST WILSHIRE SECURITIES MANAGEMENT INC

8.28K

Mar 31, 26

+2.94K

0.00%

Black Diamond Financial, LLC

8.25K

Mar 31, 26

+2.30K

0.00%

Fortis Advisors, LLC

8.23K

Mar 31, 26

+48

0.00%

Kovack Advisors, Inc.

8.10K

Mar 31, 26

+59

0.00%

Transcendent Capital Group LLC

8.06K

Mar 31, 26

+11

0.00%

Keebeck Wealth Management, LLC

8.01K

Mar 31, 26

-19.29K

0.00%

Schrum Private Wealth Management LLC

7.94K

Mar 31, 26

+224

0.00%

Resources Investment Advisors, LLC.

7.82K

Mar 31, 26

-6.54K

0.00%

Sierra Capital LLC

7.75K

Mar 31, 26

+188

0.00%

Clearstead Advisors, LLC

7.71K

Mar 31, 26

-1.45K

0.00%

BOSTON FAMILY OFFICE LLC

7.56K

Mar 31, 26

-550

0.00%

Index Fund Advisors, Inc.

7.54K

Mar 31, 26

+7.54K

0.00%

Jacobi Capital Management LLC

7.45K

Mar 31, 26

+278

0.00%

ALLIANZ SE

7.44K

Mar 31, 26

+7.09K

0.00%

LWM Advisory Services, LLC

7.43K

Mar 31, 26

+3.47K

0.00%

Core Wealth Advisors, Inc.

7.42K

Mar 31, 26

-1.24K

0.00%

NWF Advisory Services Inc.

7.04K

Mar 31, 26

+3.90K

0.00%

Stratos Wealth Partners, LTD.

7.03K

Mar 31, 26

+687

0.00%

United Advisor Group, LLC

6.83K

Mar 31, 26

+6.83K

0.00%

Sigma Planning Corp

6.78K

Mar 31, 26

+639

0.00%

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

6.75K

Mar 31, 26

0.00%

Beaumont Capital Management, LLC

6.67K

Mar 31, 26

-120

0.00%

Grand Central Investment Group

6.56K

Mar 31, 26

+160

0.00%

Gryphon Financial Partners LLC

6.54K

Mar 31, 26

0.00%

Gotham Asset Management, LLC

6.54K

Mar 31, 26

0.00%

Archer Investment Corp

6.46K

Mar 31, 26

+300

0.00%

Geometric Wealth Advisors

6.46K

Mar 31, 26

+37

0.00%

Advisor OS, LLC

6.43K

Mar 31, 26

-186

0.00%

Gateway Wealth Partners, LLC

6.42K

Mar 31, 26

+6.42K

0.00%

PRIVATE TRUST CO NA

6.42K

Mar 31, 26

-5.74K

0.00%

HighPoint Advisor Group LLC

6.41K

Mar 31, 26

+1.02K

0.00%

Savant Capital, LLC

6.21K

Mar 31, 26

0.00%

VestGen Advisors, LLC

6.20K

Mar 31, 26

+6.20K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

6.13K

Mar 31, 26

-30

0.00%

PINNACLE ASSOCIATES LTD

6.10K

Mar 31, 26

+1.43K

0.00%

Shared Vision Wealth Group LLC

6.01K

Mar 31, 26

+6.01K

0.00%

KING LUTHER CAPITAL MANAGEMENT CORP

5.67K

Mar 31, 26

+3.40K

0.00%

Cito Capital Group, LLC

5.50K

Mar 31, 26

0.00%

Buckingham Strategic Partners

5.49K

Mar 31, 26

0.00%

NVWM, LLC

5.46K

Mar 31, 26

+5.46K

0.00%

AFT, FORSYTH & COMPANY, INC.

5.41K

Mar 31, 26

-692

0.00%

NorthRock Partners, LLC

5.38K

Mar 31, 26

+38

0.00%

EXENCIAL WEALTH ADVISORS, LLC

5.27K

Mar 31, 26

+22

0.00%

Insight Wealth Partners, LLC

5.26K

Mar 31, 26

-2.02K

0.00%

Jessup Wealth Management, Inc

5.22K

Mar 31, 26

+330

0.00%

Solstein Capital, LLC

5.20K

Mar 31, 26

-1.61K

0.00%

Chesapeake Wealth Management

5.16K

Mar 31, 26

+5.16K

0.00%

Sicart Associates LLC

5.15K

Mar 31, 26

0.00%

Hanlon Investment Management, Inc.

4.62K

Mar 31, 26

+607

0.00%

SFMG, LLC

4.54K

Mar 31, 26

-1.07K

0.00%

Quadcap Wealth Management, LLC

4.46K

Mar 31, 26

+4.46K

0.00%

Quantinno Capital Management LP

4.35K

Mar 31, 26

+4.35K

0.00%

Virtus Family Office LLC

4.29K

Mar 31, 26

+1.65K

0.00%

Bank of New York Mellon Corp

4.29K

Mar 31, 26

-4.74K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

4.27K

Mar 31, 26

-3.49K

0.00%

RAELIPSKIE PARTNERSHIP

4.20K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

4.06K

Mar 31, 26

-127

0.00%

ERTS Wealth Advisors, LLC

4.04K

Mar 31, 26

-3.43K

0.00%

Kovitz Investment Group Partners, LLC

4.03K

Mar 31, 26

0.00%

Joel Isaacson & Co., LLC

4.02K

Mar 31, 26

-55

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

3.97K

Mar 31, 26

-23

0.00%

TruWealth Advisors, LLC

3.96K

Mar 31, 26

+3.96K

0.00%

J. Safra Sarasin Holding AG

3.96K

Mar 31, 26

-40.00K

0.00%

Stanley-Laman Group, Ltd.

3.93K

Mar 31, 26

-10

0.00%

LifePlan Investment Advisors, Inc.

3.92K

Mar 31, 26

+3.92K

0.00%

Skopos Labs, Inc.

3.92K

Mar 31, 26

-1.45K

0.00%

BEARING POINT CAPITAL, LLC

3.88K

Mar 31, 26

-270

0.00%

Tortoise Investment Management, LLC

3.86K

Mar 31, 26

-2

0.00%

Flagship Private Wealth, LLC

3.84K

Mar 31, 26

-1.26K

0.00%

EP Wealth Advisors, LLC

3.83K

Mar 31, 26

-4.50K

0.00%

FIDUCIENT ADVISORS LLC

3.74K

Mar 31, 26

+3.74K

0.00%

INVESTMENT PARTNERS, LTD.

3.63K

Mar 31, 26

0.00%

LTG Capital LLC

3.62K

Mar 31, 26

0.00%

Argent Trust Co

3.46K

Mar 31, 26

0.00%

1834 INVESTMENT ADVISORS CO

3.42K

Mar 31, 26

0.00%

Van Hulzen Asset Management, LLC

3.40K

Mar 31, 26

+180

0.00%

Kingdom Financial Group LLC.

3.38K

Mar 31, 26

+2.88K

0.00%

Lloyd Advisory Services, LLC.

3.38K

Mar 31, 26

+3.38K

0.00%

J.Safra Asset Management Corp

3.38K

Mar 31, 26

-641

0.00%

REGATTA CAPITAL GROUP, LLC

3.33K

Mar 31, 26

-586

0.00%

Fountainhead AM, LLC

3.31K

Mar 31, 26

+389

0.00%

Probity Advisors, Inc.

3.31K

Mar 31, 26

-75

0.00%

M&T BANK CORP

3.25K

Mar 31, 26

0.00%

Strategic Financial Partners, Ltd.

3.17K

Mar 31, 26

-25

0.00%

Freestone Capital Holdings, LLC

3.10K

Mar 31, 26

+3.10K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

3.10K

Mar 31, 26

+3.10K

0.00%

Slagle Financial, LLC

3.05K

Mar 31, 26

+3.05K

0.00%

Values First Advisors, Inc.

3.02K

Mar 31, 26

+615

0.00%

GeoWealth Management, LLC

3.02K

Mar 31, 26

-176

0.00%

JTC Employer Solutions Trustee Ltd

2.88K

Mar 31, 26

0.00%

ALESCO ADVISORS LLC

2.88K

Mar 31, 26

-1.32K

0.00%

Vestcor Inc

2.81K

Mar 31, 26

+85

0.00%

True Link Financial Advisors, LLC

2.76K

Mar 31, 26

-379.80K

0.00%

GTS SECURITIES LLC

2.73K

Mar 31, 26

-36.50K

0.00%

Root Financial Partners, LLC

2.67K

Mar 31, 26

-296

0.00%

Accelerate Investment Advisors LLC

2.65K

Mar 31, 26

+2.65K

0.00%

Almanack Investment Partners, LLC.

2.63K

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

2.62K

Mar 31, 26

0.00%

Valmark Advisers, Inc.

2.62K

Mar 31, 26

+2.62K

0.00%

EXCALIBUR MANAGEMENT CORP

2.59K

Mar 31, 26

+432

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

2.54K

Mar 31, 26

+2.54K

0.00%

MILLENNIUM MANAGEMENT LLC

2.50K

Mar 31, 26

+2.50K

0.00%

Cunning Capital Partners, LP

2.50K

Mar 31, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.47K

Mar 31, 26

-45.91K

0.00%

Vermillion & White Wealth Management Group, LLC

2.45K

Mar 31, 26

0.00%

CENTRAL TRUST Co

2.43K

Mar 31, 26

0.00%

Boreal Capital Management LLC

2.37K

Mar 31, 26

0.00%

HOWARD BAILEY SECURITIES, LLC

2.36K

Mar 31, 26

+2.36K

0.00%

THRIVENT FINANCIAL FOR LUTHERANS

2.32K

Mar 31, 26

0.00%

Trek Financial, LLC

2.20K

Mar 31, 26

-300

0.00%

SRS Capital Advisors, Inc.

2.20K

Mar 31, 26

-6.71K

0.00%

Summit Wealth Partners, LLC

2.11K

Mar 31, 26

-108

0.00%

Daner Wealth Management, LLC

2.10K

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

2.00K

Mar 31, 26

0.00%

WealthCare Investment Partners, LLC

1.98K

Mar 31, 26

+11

0.00%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

1.96K

Mar 31, 26

+1.96K

0.00%

International Private Wealth Advisors LLC

1.95K

Mar 31, 26

+1.95K

0.00%

Charter Oak Capital Management, LLC

1.94K

Mar 31, 26

-313

0.00%

Lauterbach Financial Advisors, LLC

1.94K

Mar 31, 26

+11

0.00%

MARIPAU WEALTH MANAGEMENT LLC

1.88K

Mar 31, 26

+1.88K

0.00%

RETIREMENT GUYS FORMULA LLC

1.86K

Mar 31, 26

+1.86K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

1.85K

Mar 31, 26

-575

0.00%

Geneos Wealth Management Inc.

1.56K

Mar 31, 26

+693

0.00%

Gould Capital, LLC

1.36K

Mar 31, 26

-31.93K

0.00%

Wealth Preservation Advisors, LLC

1.22K

Mar 31, 26

-419

0.00%

Banque Cantonale Vaudoise

1.14K

Mar 31, 26

-53

0.00%

IMA Wealth, Inc.

1.12K

Mar 31, 26

-21.68K

0.00%

WealthShield Partners, LLC

1.05K

Mar 31, 26

+1.05K

0.00%

Front Row Advisors LLC

1.02K

Mar 31, 26

0.00%

FMR LLC

970

Mar 31, 26

-1.68K

0.00%

QUADRANT CAPITAL GROUP LLC

923

Mar 31, 26

+470

0.00%

Rossby Financial, LCC

871

Mar 31, 26

-688

0.00%

Anchor Investment Management, LLC

846

Mar 31, 26

0.00%

Stone House Investment Management, LLC

704

Mar 31, 26

+41

0.00%

BESSEMER GROUP INC

689

Mar 31, 26

+689

0.00%

Smartleaf Asset Management LLC

568

Mar 31, 26

-7

0.00%

C M BIDWELL & ASSOCIATES LTD

526

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

516

Mar 31, 26

+516

0.00%

LAZARD ASSET MANAGEMENT LLC

500

Mar 31, 26

0.00%

HARBOUR INVESTMENTS, INC.

456

Mar 31, 26

0.00%

EPG Wealth Management LLC

454

Mar 31, 26

0.00%

Evergreen Advisors, LLC

390

Mar 31, 26

+390

0.00%

Tower Research Capital LLC (TRC)

376

Mar 31, 26

-617

0.00%

ROTHSCHILD INVESTMENT LLC

366

Mar 31, 26

0.00%

HORIZON KINETICS ASSET MANAGEMENT LLC

338

Mar 31, 26

+338

0.00%

Transamerica Financial Advisors, Inc.

313

Mar 31, 26

-650

0.00%

Tidemark, LLC

271

Mar 31, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

243

Mar 31, 26

0.00%

Dunhill Financial, LLC

179

Mar 31, 26

+125

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

161

Mar 31, 26

+161

0.00%

Gen-Wealth Partners Inc

155

Mar 31, 26

+155

0.00%

Murphy & Mullick Capital Management Corp

145

Mar 31, 26

0.00%

CARDIFF PARK ADVISORS, LLC

134

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+78

0.00%

Financial Network Wealth Advisors LLC

Mar 31, 26

0.00%

Colonial Trust Advisors

Mar 31, 26

0.00%

Asset Dedication, LLC

Mar 31, 26

0.00%

SouthState Corp

Mar 31, 26

-887

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

Richard W. Paul & Associates, LLC

Mar 31, 26

+30

0.00%

Integrity Financial Corp /WA

Mar 31, 26

0.00%

HFM Investment Advisors, LLC

Mar 31, 26

-1

0.00%

Addison Advisors LLC

Mar 31, 26

0.00%

Breakwater Investment Management

Mar 31, 26

0.00%

Windsor Advisory Group, LLC

Mar 31, 26

0.00%

Park Square Financial Group, LLC

Mar 31, 26

-11

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Rakuten Securities, Inc.

Mar 31, 26

0.00%

New Republic Capital, LLC

Mar 31, 26

-2.54K

WealthCollab, LLC

Mar 31, 26

-91

Pinkerton Retirement Specialists, LLC

Mar 31, 26

-1.85K

Measured Wealth Private Client Group, LLC

Mar 31, 26

-101

THOROUGHBRED FINANCIAL SERVICES, LLC

Mar 31, 26

-1.90K

FAS Wealth Partners, Inc.

Mar 31, 26

-213

Atlantic Private Wealth, LLC

Mar 31, 26

-92

CERTUITY, LLC

Mar 31, 26

-18.56K

Vontobel Holding Ltd.

Mar 31, 26

-4.00K

Crabel Capital Management, LLC

Mar 31, 26

-2.92K

PMV Capital Advisers, LLC

Mar 31, 26

-35

PECAUT & CO.

Mar 31, 26

-4.44K

Toroso Investments, LLC

Mar 31, 26

-32.30K

Summit Asset Management, LLC

Mar 31, 26

-2.35K

Leo Wealth, LLC

Mar 31, 26

-3.49K

17 CAPITAL PARTNERS, LLC

Mar 31, 26

-2.60K

Atlantic Union Bankshares Corp

Mar 31, 26

-510

Coppell Advisory Solutions LLC

Mar 31, 26

-20.41K

DAYMARK WEALTH PARTNERS, LLC

Mar 31, 26

-1.90K

CHESAPEAKE CAPITAL CORP /IL/

Mar 31, 26

-32.30K

SMITH, MOORE & CO.

Mar 31, 26

-2.11K

Financial Gravity Asset Management, Inc.

Mar 31, 26

-66

Capital Asset Advisory Services LLC

Mar 31, 26

-3.64K

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

-2

IFG Advisory, LLC

Mar 31, 26

-17.36K

Westfuller Advisors, LLC

Mar 31, 26

-8.76K

TUDOR INVESTMENT CORP ET AL

Mar 31, 26

-2.38K

ACUTE INVESTMENT ADVISORY, LLC

Mar 31, 26

-3.57K

SOL Capital Management CO

Mar 31, 26

-8.82K

SIMPLEX TRADING, LLC

Mar 31, 26

-397

Stratos Wealth Advisors, LLC

Mar 31, 26

-2.85K

Beverly Hills Private Wealth, LLC

Mar 31, 26

-3.01K

Maridea Wealth Management LLC

Mar 31, 26

-1.91K

GREENWOOD CAPITAL ASSOCIATES LLC

Mar 31, 26

-2.52K

Karpus Management, Inc.

Mar 31, 26

-1.00K

Global Retirement Partners, LLC

484.49K

Dec 31, 25

+85.60K

0.26%

COMERICA BANK

176.16K

Dec 31, 25

-4.62K

0.09%

Main Street Financial Solutions, LLC

81.57K

Dec 31, 25

+7.57K

0.04%

TUCKER ASSET MANAGEMENT LLC

54.09K

Dec 31, 25

-473

0.03%

Principia Wealth Advisory, LLC

20.09K

Dec 31, 25

-1.99K

0.01%

PURE PORTFOLIOS HOLDINGS LLC

11.53K

Dec 31, 25

+286

0.01%

ORG Partners LLC

6.36K

Dec 31, 25

+20

0.00%

MGB Wealth Management, LLC

2.01K

Dec 31, 25

-3.30K

0.00%

LM Advisors LLC

1.50K

Dec 31, 25

-12.08K

0.00%

CIBC Private Wealth Group, LLC

801

Dec 31, 25

0.00%

SageView Advisory Group, LLC

145

Dec 31, 25

+145

0.00%

New Millennium Group LLC

Dec 31, 25

+40

0.00%

Gunma Bank,Ltd.

185.00K

Sep 30, 25

+15.00K

0.10%

EFG Asset Management (Americas) Corp.

37.94K

Sep 30, 25

-2.03K

0.02%

PINNACLE FINANCIAL PARTNERS INC

12.39K

Sep 30, 25

-13.08K

0.01%

Watts Gwilliam & Co., LLC

7.02K

Sep 30, 25

0.00%

Apexium Financial, LP

5.66K

Sep 30, 25

+5.66K

0.00%

Hemington Wealth Management

3.30K

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

2.59K

Sep 30, 25

+2.59K

0.00%

AllSquare Wealth Management LLC

1.18K

Sep 30, 25

0.00%

Promus Capital, LLC

198

Sep 30, 25

+198

0.00%

Pineridge Advisors LLC

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-700

1858 WEALTH MANAGEMENT, LLC

Sep 30, 25

-52.64K

PBMares Wealth Management LLC

Sep 30, 25

-2.20K

FUTURE YOU WEALTH LLC

134.27K

Jun 30, 25

+5.07K

0.07%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

51.27K

Jun 30, 25

+25.64K

0.03%

Astor Investment Management LLC

44.43K

Jun 30, 25

+22.65K

0.02%

AVANTAX ADVISORY SERVICES, INC.

37.82K

Jun 30, 25

-1.50K

0.02%

Atria Wealth Solutions, Inc.

30.89K

Jun 30, 25

-55.08K

0.02%

Good Life Advisors, LLC

27.97K

Jun 30, 25

-30

0.01%

Copperwynd Financial, LLC

27.27K

Jun 30, 25

+1.53K

0.01%

First Horizon Advisors, Inc.

25.72K

Jun 30, 25

+2.37K

0.01%

J. W. Coons Advisors, LLC

15.29K

Jun 30, 25

-685

0.01%

Legacy Investment Solutions, LLC

8.86K

Jun 30, 25

+8.86K

0.00%

Waypoint Wealth Partners Inc.

4.49K

Jun 30, 25

+4.49K

0.00%

Semmax Financial Advisors Inc.

914

Jun 30, 25

-474

0.00%

Financial Gravity Companies, Inc.

Jun 30, 25

+66

0.00%

Family Firm, Inc.

Jun 30, 25

-1.85K

Selway Asset Management

180.77K

Mar 31, 25

+7.84K

0.10%

Orion Portfolio Solutions, LLC

36.27K

Mar 31, 25

+1.37K

0.02%

Grant/GrossMendelsohn, LLC

24.89K

Mar 31, 25

+24.89K

0.01%

NAPATREE CAPITAL LLC

9.36K

Mar 31, 25

+1.68K

0.00%

Heritage Wealth Partners, LLC

9.34K

Mar 31, 25

-135

0.00%

Buffington Mohr McNeal

2.32K

Mar 31, 25

-1.20K

0.00%

CAROLINAS WEALTH CONSULTING LLC

2.06K

Mar 31, 25

+14

0.00%

Sandy Spring Bank

568

Mar 31, 25

+58

0.00%

Spectrum Wealth Counsel, LLC

143

Mar 31, 25

0.00%

Bison Wealth, LLC

19.44K

Dec 31, 24

-5.77K

0.01%

PRIVATE CAPITAL MANAGEMENT LLC

9.80K

Dec 31, 24

+900

0.01%

Private Portfolio Partners LLC

7.88K

Dec 31, 24

-139

0.00%

AGILIS PARTNERS LLC

4.43K

Dec 31, 24

0.00%

Madison Investment Advisors, LLC

3.25K

Dec 31, 24

+3.25K

0.00%

TAP Consulting, LLC

2.00K

Dec 31, 24

-283

0.00%

WR Wealth Planners, LLC

267

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

0.00%

Divergent Wealth Advisors

1.16M

Sep 30, 24

+60.64K

0.61%

Raymond James Financial Services Advisors, Inc.

872.75K

Sep 30, 24

-86.64K

0.46%

Gateway Advisory, LLC

546.56K

Sep 30, 24

+66.72K

0.29%

RAYMOND JAMES & ASSOCIATES

224.54K

Sep 30, 24

-105.87K

0.12%

Bridge Advisory, LLC

120.56K

Sep 30, 24

+447

0.06%

Titan Capital Management, LLC /TX

116.89K

Sep 30, 24

-806

0.06%

GYL FINANCIAL SYNERGIES, LLC

19.23K

Sep 30, 24

0.01%

Syntrinsic LLC

16.82K

Sep 30, 24

+16.82K

0.01%

RAYMOND JAMES TRUST N.A.

6.22K

Sep 30, 24

+251

0.00%

VitalStone Financial, LLC

4.74K

Sep 30, 24

+719

0.00%

SINECERA CAPITAL, LLC

4.40K

Sep 30, 24

-384

0.00%

Alera Investment Advisors, LLC

4.20K

Sep 30, 24

+365

0.00%

LWMG, LLC

3.79K

Sep 30, 24

+49

0.00%

FinTrust Capital Advisors, LLC

1.91K

Sep 30, 24

0.00%

Family Asset Management, LLC

Sep 30, 24

-17

First Trust Investment Solutions L.P.

Sep 30, 24

-1.96K

BlackRock Inc.

7.58M

Jun 30, 24

-476.32K

3.99%

BUCKINGHAM STRATEGIC WEALTH, LLC

146.90K

Jun 30, 24

+14.85K

0.08%

ICA Group Wealth Management, LLC

763

Jun 30, 24

-9.95K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

386

Jun 30, 24

+386

0.00%

Levy Wealth Management Group, LLC

Jun 30, 24

-2.25K

Cetera Advisor Networks LLC

334.46K

Mar 31, 24

+27.41K

0.18%

Cetera Advisors LLC

102.21K

Mar 31, 24

+72.77K

0.05%

Perella Weinberg Partners Capital Management LP

79.78K

Mar 31, 24

-19.86K

0.04%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

72.54K

Mar 31, 24

-2.58K

0.04%

Coppell Advisory Solutions Corp.

51.90K

Mar 31, 24

+51.90K

0.03%

Connectus Wealth, LLC

5.26K

Mar 31, 24

-6.96K

0.00%

Benedetti & Gucer, Inc.

2.21K

Mar 31, 24

0.00%

Bromfield Sneider Wealth Advisors

1.45K

Mar 31, 24

0.00%

WEALTHSOURCE PARTNERS, LLC

57.81K

Dec 31, 23

+29.25K

0.03%

DB Wealth Management Group, LLC

28.42K

Dec 31, 23

-10.80K

0.01%

DFPG INVESTMENTS, LLC

18.25K

Dec 31, 23

+297

0.01%

Simplicity Solutions, LLC

9.38K

Dec 31, 23

+6.81K

0.00%

Moreno Evelyn V

4.41K

Dec 31, 23

-3.14K

0.00%

Baystate Wealth Management LLC

312

Dec 31, 23

+198

0.00%

Cornerstone Retirement Group, Inc.

530.66K

Sep 30, 23

-336.18K

0.28%

COMERICA SECURITIES,INC.

136.91K

Sep 30, 23

-208.26K

0.07%

MASTRAPASQUA ASSET MANAGEMENT INC

25.07K

Sep 30, 23

-375

0.01%

COLONY GROUP LLC

4.11K

Sep 30, 23

-6.95K

0.00%

PATHSTONE FAMILY OFFICE, LLC

3.83K

Sep 30, 23

+3.83K

0.00%

Truadvice, LLC

3.69K

Sep 30, 23

+3.69K

0.00%

Chanos & Co LP

2.73K

Sep 30, 23

0.00%

GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC

1.96K

Sep 30, 23

0.00%

AFFINIA FINANCIAL GROUP, LLC

209.28K

Jun 30, 23

+8.17K

0.11%

Vident Investment Advisory, LLC

27.15K

Jun 30, 23

-31.52K

0.01%

First National Bank of South Miami

8.85K

Jun 30, 23

0.00%

EFG CAPITAL INTERNATIONAL CORP.

8.26K

Jun 30, 23

+8.26K

0.00%

LEO BROKERAGE, LLC

5.64K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

5.17K

Jun 30, 23

+5.17K

0.00%

AJ WEALTH STRATEGIES, LLC

2.22K

Jun 30, 23

+2.22K

0.00%

BerganKDV Wealth Management, LLC

213

Jun 30, 23

-495

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-58

Cardinal Point Wealth Management Partners, LLC

30.86K

Mar 31, 23

-2.42K

0.02%

Ahrens Investment Partners LLC

3.42K

Mar 31, 23

+3.42K

0.00%

GAMBLE JONES INVESTMENT COUNSEL

122.84K

Dec 31, 22

-1.95K

0.06%

RESOLUTE FINANCIAL, LLC

9.64K

Dec 31, 22

+73

0.01%

GOFEN & GLOSSBERG LLC /IL/

8.58K

Dec 31, 22

-1.05K

0.00%

Laurel Wealth Advisors, Inc.

3.03K

Dec 31, 22

-196

0.00%

Claraphi Advisory Network, LLC

Dec 31, 22

-3.21K

Milliman Financial Risk Management LLC

18.18M

Sep 30, 22

-2.86M

9.57%

American Portfolios Advisors

210.03K

Sep 30, 22

+103.97K

0.11%

Danda Trouve Investment Management, Inc.

48.40K

Sep 30, 22

+359

0.03%

SIENA CAPITAL LLC

46.05K

Sep 30, 22

-571

0.02%

BLUESTEIN R H & CO LLC

35.86K

Sep 30, 22

+17.84K

0.02%

Jefferies Group LLC

27.22K

Sep 30, 22

-1.16K

0.01%

Maryland Capital Management

11.20K

Sep 30, 22

+203

0.01%

Spectrum Management Group, LLC

9.16K

Sep 30, 22

+5.26K

0.00%

MILESTONE WEALTH, LLC

4.46K

Sep 30, 22

-1.14K

0.00%

Covington Capital Management

664

Sep 30, 22

0.00%

Beaumont Financial Partners, LLC

Sep 30, 22

-44.28K

FURE FINANCIAL CORP

Sep 30, 22

-63

ACG Wealth

Sep 30, 22

-17

Spearhead Capital Advisors, LLC

Sep 30, 22

-2.73K

NextCapital Advisers, Inc.

772.55K

Jun 30, 22

-48.16K

0.41%

Emerson Wealth, LLC

47.64K

Jun 30, 22

-738

0.03%

Frontier Wealth Management LLC

28.86K

Jun 30, 22

-6.45K

0.02%

CORBETT ROAD CAPITAL MANAGEMENT, LLC

27.60K

Jun 30, 22

+27.60K

0.01%

DIXON HUBARD FEINOUR & BROWN INC/VA

6.30K

Jun 30, 22

0.00%

B. Riley Wealth Management, Inc.

5.68K

Jun 30, 22

+5.68K

0.00%

Fieldpoint Private Securities, LLC

2.98K

Jun 30, 22

0.00%

KerberRose Wealth Management, LLC

2.95K

Jun 30, 22

+2.95K

0.00%

ADVISOR PARTNERS LLC

2.11K

Jun 30, 22

0.00%

Private Capital Group, LLC

470

Jun 30, 22

+108

0.00%

Lake Point Wealth Management

Jun 30, 22

+41

0.00%

EXANE DERIVATIVES

Jun 30, 22

-1.41K

IndexIQ Advisors LLC

257.10K

Mar 31, 22

-123.52K

0.14%

Karn, Couzens & Associates, Inc.

28.52K

Mar 31, 22

+4.57K

0.02%

Winfield Associates, Inc.

27.20K

Mar 31, 22

+6.50K

0.01%

Permit Capital Advisors, LLC

883

Mar 31, 22

+883

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-5.02K

VIRIDIAN RIA, LLC

Mar 31, 22

Cassaday & Co Inc.

23.60K

Dec 31, 21

+488

0.01%

FINANCIAL MANAGEMENT CONCEPTS CORP /ADV

10.54K

Dec 31, 21

0.01%

Grace Capital

7.50K

Dec 31, 21

0.00%

Investors Financial Group, LLC

2.01K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

1.62K

Dec 31, 21

+665

0.00%

Truehand, Inc

300

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

200

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

12.87K

Sep 30, 21

-1.51K

0.01%

MANAGED ACCOUNT SERVICES INC

3.81K

Sep 30, 21

-209

0.00%

Sonora Investment Management, LLC

380

Sep 30, 21

0.00%

OLD DOMINION CAPITAL MANAGEMENT INC

Sep 30, 21

-160.28K

AdvicePeriod, LLC

19.86K

Jun 30, 21

-1.21K

0.01%

Pinnacle Wealth Advisors

11.16K

Jun 30, 21

+11.16K

0.01%

Hoover Financial Advisors, Inc.

127

Jun 30, 21

+127

0.00%

FormulaFolio Investments, LLC

127

Jun 30, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

9.51K

Mar 31, 21

-726

0.01%

BAINCO INTERNATIONAL INVESTORS

17.82K

Dec 31, 20

-3.83K

0.01%

CWH Capital Management, Inc.

4.40K

Dec 31, 20

-78.63K

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

4.11K

Dec 31, 20

+1.20K

0.00%

KAYS FINANCIAL ADVISORY CORP /ADV

170.50K

Sep 30, 20

+42.10K

0.09%

Stearns Financial Services Group

11.74K

Sep 30, 20

+11.74K

0.01%

First Allied Advisory Services, Inc.

9.53K

Sep 30, 20

-7.40K

0.01%

LifePlan Financial Group, Inc

321

Sep 30, 20

-76

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

Sep 30, 20

-75

Global Financial Private Capital, Inc

193.79K

Jun 30, 20

+30.56K

0.10%

Argent Wealth Management LLC

7.04K

Jun 30, 20

-10.53K

0.00%

TRUEWEALTH LLC

Jun 30, 20

0.00%

Willingdon Wealth Management

50.00K

Mar 31, 20

+50.00K

0.03%

Squar Milner Financial Services LLC

18.98K

Mar 31, 20

+18.98K

0.01%

ACCURATE INVESTMENT SOLUTIONS, INC.

5.48K

Mar 31, 20

-5.53K

0.00%

Stratford Consulting, LLC

Mar 31, 20

-140

Advisor Group, Inc.

193.27K

Dec 31, 19

+56.08K

0.10%

LADENBURG THALMANN FINANCIAL SERVICES INC.

149.81K

Dec 31, 19

-7.88K

0.08%

SUNTRUST BANKS INC

149.74K

Sep 30, 19

+13.17K

0.08%

BB&T SECURITIES, LLC

71.60K

Sep 30, 19

-18.88K

0.04%

MADISON INVESTMENT HOLDINGS INC

17.29K

Sep 30, 19

+2.49K

0.01%

Wealth & Pension Services Group, Inc.

10.76K

Sep 30, 19

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

1.50K

Sep 30, 19

0.00%

Shamrock Asset Management LLC

907

Sep 30, 19

0.00%

Julex Capital Management, LLC

Sep 30, 19

-67.55K

0.00%

BBT Capital Management, LLC

105.88K

Jun 30, 19

-98.61K

0.06%

HL FINANCIAL SERVICES LLC

15.70K

Mar 31, 19

-259

0.01%

COMERICA SECURITIES INC

245.77K

Dec 31, 18

+242.16K

0.13%

Visionary Asset Management, Inc.

53.87K

Dec 31, 18

+53.87K

0.03%

Sigma Investment Management Co

6.01K

Dec 31, 18

-400

0.00%

Questar Asset Management, Inc.

4.05K

Dec 31, 18

+4.05K

0.00%

Ken Stern & Associates, Inc.

89.64K

Sep 30, 18

+2.12K

0.05%

AFAM CAPITAL, INC.

37.90K

Sep 30, 18

+6.51K

0.02%

MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/

512

Mar 31, 18

+512

0.00%

BB&T INVESTMENT SERVICES, INC.

Dec 31, 17

-499

0.00%

WealthShield, LLC

Dec 31, 17

+10

0.00%

Portfolio Strategies Inc

Dec 31, 17

-47.07K

Concert Wealth Management Inc.

16.24K

Sep 30, 17

-3.85K

0.01%

Commonwealth Equity Services, Inc

17.86K

Jun 30, 17

+9.02K

0.01%

RONALD BLUE & CO LLC

4.88K

Jun 30, 17

0.00%

Virtu KCG Holdings LLC

1.82K

Jun 30, 17

-18.27K

0.00%

WFG Advisors, LP

Jun 30, 17

0.00%

BlackRock Fund Advisors

927.50K

Dec 31, 16

+419.30K

0.49%

BlackRock Institutional Trust Company, N.A.

99.41K

Dec 31, 16

+12.68K

0.05%

MSI Financial Services Inc

10.16K

Dec 31, 16

+610

0.01%

BlackRock Investment Management, LLC

250

Dec 31, 16

+250

0.00%

INTEGRATED WEALTH COUNSEL, LLC

Dec 31, 16

0.00%

BLACKROCK ADVISORS LLC

Dec 31, 16

0.00%

Shinko Asset Management Co., Ltd.

5.20K

Sep 30, 16

0.00%

SOCIETE GENERALE

74.92K

Jun 30, 16

+74.92K

0.04%

CURIAN CAPITAL LLC

536.65K

Dec 31, 15

-1.33M

0.28%

ATHERTON LANE ADVISERS, LLC

3.38K

Dec 31, 15

-20

0.00%

CITY NATIONAL BANK

2.72K

Sep 30, 15

-2.19K

0.00%

F-Squared Investment Management, LLC

449.21K

Jun 30, 15

-2.46M

0.24%

MANAGED ACCOUNT ADVISORS LLC

155.56K

Jun 30, 15

+24.89K

0.08%

FolioMetrix LLC

54.54K

Jun 30, 15

+17.30K

0.03%

BAIRD ROBERT W & CO INC /WI/

8.86K

Mar 31, 15

-462

0.00%

BOSTON PRIVATE BANK & TRUST CO

Mar 31, 15

0.00%

Placemark Investments, Inc.

238.96K

Dec 31, 14

+139.89K

0.13%

NEW ENGLAND SECURITIES CORP /MA/

249

Dec 31, 14

-243

0.00%

UBS AG

216.13K

Sep 30, 14

+58.60K

0.11%

Jane Street Holding, LLC

42.16K

Dec 31, 13

+38.13K

0.02%

KNIGHT CAPITAL GROUP LLC

12.64K

Jun 30, 13

+3.41K

0.01%

First Allied Securities, Inc.

557

Jun 30, 12

-540

0.00%

Windward Investment Management Inc

4.97K

Sep 30, 09

+4.97K

0.00%

RBC Private Counsel (USA) Inc.

270

Sep 30, 09

-60

0.00%