iShares Broad USD Investment Grade Corporate Bond ETF(USIG)

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iShares Broad USD Investment Grade Corporate Bond ETF(USIG)

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$51.09—

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USIG(USIG)

USIG

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

Institutional Ownership

Top 603 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-21	--
BANK OF AMERICA CORP /DE/	61.67M	Mar 31, 26	+11.08M	18.27%
UBS Group AG	56.08M	Mar 31, 26	+52.03M	16.61%
Empower Advisory Group, LLC	20.35M	Mar 31, 26	+1.43M	6.03%
AMERIPRISE FINANCIAL INC	18.09M	Mar 31, 26	+2.13M	5.36%
UBS ASSET MANAGEMENT AMERICAS INC	11.61M	Mar 31, 26	+8.46M	3.44%
TRUIST FINANCIAL CORP	10.75M	Mar 31, 26	+782.99K	3.18%
ASSETMARK, INC	10.17M	Mar 31, 26	+510.49K	3.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	9.14M	Mar 31, 26	+9.14M	2.71%
BlackRock, Inc.	8.28M	Mar 31, 26	+325.62K	2.45%
STIFEL FINANCIAL CORP	7.11M	Mar 31, 26	+388.26K	2.11%
ENVESTNET ASSET MANAGEMENT INC	6.95M	Mar 31, 26	-890.78K	2.06%
Allworth Financial LP	5.86M	Mar 31, 26	+76.20K	1.74%
FRANKLIN RESOURCES INC	4.92M	Mar 31, 26	-15.35K	1.46%
LPL Financial LLC	3.46M	Mar 31, 26	+645.20K	1.03%
SEI INVESTMENTS CO	3.36M	Mar 31, 26	+183.88K	1.00%
1832 Asset Management L.P.	3.18M	Mar 31, 26	+802.71K	0.94%
Valmark Advisers, Inc.	3.02M	Mar 31, 26	+61.86K	0.89%
MORGAN STANLEY	2.80M	Mar 31, 26	+48.76K	0.83%
Asset Management One Co., Ltd.	2.77M	Mar 31, 26	+396.95K	0.82%
WELLS FARGO & COMPANY/MN	1.93M	Mar 31, 26	+76.70K	0.57%
JPMORGAN CHASE & CO	1.80M	Mar 31, 26	+350.77K	0.53%
Avidian Wealth Solutions, LLC	1.69M	Mar 31, 26	+164.22K	0.50%
Bank of New York Mellon Corp	1.58M	Mar 31, 26	+14.07K	0.47%
Beacon Pointe Advisors, LLC	1.53M	Mar 31, 26	+83.97K	0.45%
MERCER GLOBAL ADVISORS INC /ADV	1.22M	Mar 31, 26	+1.21M	0.36%
Cetera Investment Advisers	1.12M	Mar 31, 26	+145.63K	0.33%
Voya Financial Advisors, Inc.	813.21K	Mar 31, 26	-12.89K	0.24%
JANE STREET GROUP, LLC	790.79K	Mar 31, 26	+790.79K	0.23%
MCF Advisors LLC	759.79K	Mar 31, 26	-3.31K	0.23%
Liberty Mutual Group Asset Management Inc.	714.85K	Mar 31, 26	+714.85K	0.21%
RAYMOND JAMES FINANCIAL INC	679.85K	Mar 31, 26	-1.21M	0.20%
Trilogy Capital Inc.	670.28K	Mar 31, 26	+21.63K	0.20%
FULTON BREAKEFIELD BROENNIMAN LLC	653.84K	Mar 31, 26	+8.24K	0.19%
Crestwood Advisors Group LLC	647.98K	Mar 31, 26	-2.14K	0.19%
CAPTRUST FINANCIAL ADVISORS	614.80K	Mar 31, 26	+34.66K	0.18%
Mirae Asset Global Investments Co., Ltd.	592.74K	Mar 31, 26	+20.38K	0.18%
DIVERSIFY WEALTH MANAGEMENT, LLC	548.14K	Mar 31, 26	+307.94K	0.16%
New Jersey Better Educational Savings Trust	507.69K	Mar 31, 26	-25.51K	0.15%
ROYAL BANK OF CANADA	507.37K	Mar 31, 26	+108.07K	0.15%
Santa Clara Valley Transportation Authority	481.98K	Mar 31, 26	--	0.14%
SECURIAN ASSET MANAGEMENT, INC	439.72K	Mar 31, 26	--	0.13%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	432.36K	Mar 31, 26	+109.84K	0.13%
Strategic Investment Advisors / MI	426.91K	Mar 31, 26	+192.96K	0.13%
Blue Edge Capital, LLC	426.17K	Mar 31, 26	+14.31K	0.13%
Resources Investment Advisors, LLC.	405.31K	Mar 31, 26	-1.07K	0.12%
ST GERMAIN D J CO INC	405.12K	Mar 31, 26	-4.28K	0.12%
Advisors Capital Management, LLC	382.11K	Mar 31, 26	+27.47K	0.11%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	369.90K	Mar 31, 26	+107.53K	0.11%
Cosner Financial Group, LLC	365.17K	Mar 31, 26	+6.59K	0.11%
Betterment LLC	361.82K	Mar 31, 26	+15.73K	0.11%
McKinley Carter Wealth Services, Inc.	358.23K	Mar 31, 26	+62.26K	0.11%
Merit Financial Group, LLC	356.34K	Mar 31, 26	-966.24K	0.11%
Pallas Capital Advisors LLC	324.82K	Mar 31, 26	-41.12K	0.10%
TIAA TRUST, NATIONAL ASSOCIATION	280.80K	Mar 31, 26	-25.31M	0.08%
Modern Wealth Management, LLC	278.90K	Mar 31, 26	+30.07K	0.08%
Destination Wealth Management	276.63K	Mar 31, 26	+11.00K	0.08%
Steward Partners Investment Advisory, LLC	268.50K	Mar 31, 26	+2.20K	0.08%
Shelter Mutual Insurance Co	263.97K	Mar 31, 26	-10.02K	0.08%
Robertson Stephens Wealth Management, LLC	237.97K	Mar 31, 26	-7.99K	0.07%
Westover Capital Advisors, LLC	220.08K	Mar 31, 26	-386	0.07%
HSBC HOLDINGS PLC	218.45K	Mar 31, 26	+45.45K	0.06%
ADVISOR GROUP HOLDINGS, INC.	217.08K	Mar 31, 26	+5.57K	0.06%
One Capital Management, LLC	199.43K	Mar 31, 26	+157.14K	0.06%
Sigma Planning Corp	194.89K	Mar 31, 26	+5.94K	0.06%
Glassy Mountain Advisors, Inc.	188.35K	Mar 31, 26	+7.10K	0.06%
Baird Financial Group, Inc.	185.74K	Mar 31, 26	+9.04K	0.06%
Premier Path Wealth Partners, LLC	183.74K	Mar 31, 26	-32.60K	0.05%
Rockefeller Capital Management L.P.	177.50K	Mar 31, 26	-2.64K	0.05%
Kraft, Davis & Associates, LLC	172.84K	Mar 31, 26	+73.31K	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	167.72K	Mar 31, 26	+29.30K	0.05%
Simplicity Wealth,LLC	159.88K	Mar 31, 26	+9.54K	0.05%
IVC Wealth Advisors LLC	155.85K	Mar 31, 26	+3.96K	0.05%
FIFTH THIRD BANCORP	154.06K	Mar 31, 26	+144.95K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	141.53K	Mar 31, 26	-37.09K	0.04%
Triumph Capital Management	135.46K	Mar 31, 26	+113.98K	0.04%
Smartleaf Asset Management LLC	135.35K	Mar 31, 26	+38.62K	0.04%
Dakota Wealth Management	134.82K	Mar 31, 26	+39.75K	0.04%
Trivant Custom Portfolio Group, LLC	132.28K	Mar 31, 26	-42.74K	0.04%
Archford Capital Strategies, LLC	130.41K	Mar 31, 26	+2.27K	0.04%
Kensington Asset Management, LLC	129.60K	Mar 31, 26	--	0.04%
TD Waterhouse Canada Inc.	118.78K	Mar 31, 26	+24.11K	0.04%
BARTLETT & CO. WEALTH MANAGEMENT LLC	111.34K	Mar 31, 26	-26.57K	0.03%
NFP Retirement, Inc.	107.71K	Mar 31, 26	+1.89K	0.03%
Sanctuary Advisors, LLC	105.23K	Mar 31, 26	+3.71K	0.03%
Erickson Financial Group, LLC	103.72K	Mar 31, 26	+4.80K	0.03%
Fjell Capital, LLC	103.22K	Mar 31, 26	+9.90K	0.03%
CWM, LLC	102.33K	Mar 31, 26	-13.06K	0.03%
Center For Asset Management LLC	102.19K	Mar 31, 26	+6.38K	0.03%
Financial Avengers, Inc.	101.25K	Mar 31, 26	+11.23K	0.03%
Concurrent Investment Advisors, LLC	97.74K	Mar 31, 26	+4.55K	0.03%
AIRE ADVISORS, LLC	93.49K	Mar 31, 26	+3.06K	0.03%
M&T BANK CORP	84.20K	Mar 31, 26	-444	0.02%
Atomi Financial Group, Inc.	82.63K	Mar 31, 26	+903	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	80.82K	Mar 31, 26	+1.45K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	79.52K	Mar 31, 26	+79.52K	0.02%
NewEdge Advisors, LLC	78.77K	Mar 31, 26	+2.18K	0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	76.53K	Mar 31, 26	-30.75K	0.02%
Columbus Macro, LLC	74.76K	Mar 31, 26	-36.29K	0.02%
PRUDENTIAL PLC	74.18K	Mar 31, 26	+33.80K	0.02%
Checchi Capital Advisers, LLC	73.46K	Mar 31, 26	-273	0.02%
Janney Montgomery Scott LLC	73.30K	Mar 31, 26	+7.06K	0.02%
Landing Point Financial Group, LLC	72.74K	Mar 31, 26	-491	0.02%
US BANCORP \DE\	71.52K	Mar 31, 26	-10.32K	0.02%
Compagnie Lombard Odier SCmA	71.38K	Mar 31, 26	+10.60K	0.02%
K2 Financial Inc.	66.90K	Mar 31, 26	+6.53K	0.02%
BANK OF MONTREAL /CAN/	65.48K	Mar 31, 26	-1.26K	0.02%
Virtue Capital Management, LLC	63.96K	Mar 31, 26	-1.83K	0.02%
Gateway Wealth Partners, LLC	60.63K	Mar 31, 26	+60.63K	0.02%
Cambridge Investment Research Advisors, Inc.	58.30K	Mar 31, 26	-1.44K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	55.74K	Mar 31, 26	-7.47K	0.02%
NewEdge Wealth, LLC	54.71K	Mar 31, 26	+54.71K	0.02%
Kestra Advisory Services, LLC	53.76K	Mar 31, 26	-23.70K	0.02%
Farther Finance Advisors, LLC	53.76K	Mar 31, 26	-12.72K	0.02%
Summit Asset Management, LLC	53.28K	Mar 31, 26	+16.11K	0.02%
CITADEL ADVISORS LLC	52.03K	Mar 31, 26	+52.03K	0.02%
HRT FINANCIAL LP	51.95K	Mar 31, 26	+51.95K	0.02%
Financial Synergies Wealth Advisors, Inc.	51.42K	Mar 31, 26	+2.37K	0.02%
Fundamentum, LLC	50.98K	Mar 31, 26	+6.11K	0.02%
Heck Capital Advisors, LLC	50.26K	Mar 31, 26	+16.61K	0.01%
GLOBALT Investments LLC / GA	49.79K	Mar 31, 26	-345	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	47.75K	Mar 31, 26	+974	0.01%
Ameritas Advisory Services, LLC	46.36K	Mar 31, 26	+1.40K	0.01%
EverSource Wealth Advisors, LLC	46.05K	Mar 31, 26	+824	0.01%
MATHER GROUP, LLC.	45.91K	Mar 31, 26	+4.04K	0.01%
Compass Financial Group, Inc.	44.95K	Mar 31, 26	-31	0.01%
10Elms LLP	43.29K	Mar 31, 26	+5.96K	0.01%
FLOW TRADERS U.S. LLC	40.68K	Mar 31, 26	+31.07K	0.01%
Mariner, LLC	40.45K	Mar 31, 26	-16.33K	0.01%
Sovran Advisors, LLC	40.25K	Mar 31, 26	+9.35K	0.01%
Pensionmark Financial Group, LLC	38.66K	Mar 31, 26	+3.13K	0.01%
Banco Santander, S.A.	37.44K	Mar 31, 26	-13.57K	0.01%
Arista Wealth Management, LLC	36.84K	Mar 31, 26	--	0.01%
Creative Planning	36.48K	Mar 31, 26	+992	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	36.44K	Mar 31, 26	+24.73K	0.01%
JONES FINANCIAL COMPANIES LLLP	36.35K	Mar 31, 26	+9.29K	0.01%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	35.31K	Mar 31, 26	-1.34K	0.01%
MML INVESTORS SERVICES, LLC	34.83K	Mar 31, 26	-51.63K	0.01%
GREENWOOD CAPITAL ASSOCIATES LLC	34.53K	Mar 31, 26	+892	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	30.48K	Mar 31, 26	+1.30K	0.01%
GOLDMAN SACHS GROUP INC	30.31K	Mar 31, 26	-242.54K	0.01%
Bellwether Advisors, LLC	29.92K	Mar 31, 26	-860	0.01%
Sowell Financial Services LLC	29.46K	Mar 31, 26	+1.58K	0.01%
Pictet Asset Management Holding SA	28.92K	Mar 31, 26	-9.85K	0.01%
Advyzon Investment Management, LLC	28.88K	Mar 31, 26	+629	0.01%
BESSEMER GROUP INC	28.13K	Mar 31, 26	+312	0.01%
WBH ADVISORY INC	28.01K	Mar 31, 26	+881	0.01%
MMBG INVESTMENT ADVISORS CO.	27.80K	Mar 31, 26	--	0.01%
Sequoia Financial Advisors, LLC	25.97K	Mar 31, 26	+1.43K	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	24.91K	Mar 31, 26	-1.13K	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	24.90K	Mar 31, 26	+370	0.01%
Arkadios Wealth Advisors	23.75K	Mar 31, 26	+3.43K	0.01%
OLD MISSION CAPITAL LLC	23.52K	Mar 31, 26	+23.52K	0.01%
Venture Visionary Partners LLC	22.48K	Mar 31, 26	-458	0.01%
Cumberland Partners Ltd	22.41K	Mar 31, 26	+3.04K	0.01%
JGP Wealth Management, LLC	21.93K	Mar 31, 26	-4.69K	0.01%
Van Hulzen Asset Management, LLC	21.31K	Mar 31, 26	+490	0.01%
Waverly Advisors, LLC	21.27K	Mar 31, 26	-254	0.01%
B. Riley Wealth Advisors, Inc.	21.18K	Mar 31, 26	-1.07K	0.01%
Saiph Capital, LLC	20.78K	Mar 31, 26	-683	0.01%
Grant Private Wealth Management Inc	20.76K	Mar 31, 26	+20.76K	0.01%
Golden State Equity Partners	20.65K	Mar 31, 26	+6.07K	0.01%
Members Trust Co	20.39K	Mar 31, 26	+4.51K	0.01%
NorthRock Partners, LLC	20.18K	Mar 31, 26	+597	0.01%
CAP Partners, LLC	20.03K	Mar 31, 26	+2.09K	0.01%
Csenge Advisory Group	19.68K	Mar 31, 26	+1.62K	0.01%
Gotham Asset Management, LLC	19.32K	Mar 31, 26	+10.72K	0.01%
FIFTH THIRD SECURITIES, INC.	19.22K	Mar 31, 26	+1.65K	0.01%
NATIXIS ADVISORS, L.P.	18.80K	Mar 31, 26	+2.83K	0.01%
Calamos Advisors LLC	18.69K	Mar 31, 26	+18.69K	0.01%
Pines Wealth Management, LLC	18.37K	Mar 31, 26	+107	0.01%
PRINCIPAL SECURITIES, INC.	17.95K	Mar 31, 26	-722	0.01%
Diligent Investors, LLC	17.39K	Mar 31, 26	-159	0.01%
Americana Partners, LLC	17.31K	Mar 31, 26	-794.41K	0.01%
Penobscot Investment Management Company, Inc.	17.26K	Mar 31, 26	-1.10K	0.01%
Aprio Wealth Management, LLC	16.66K	Mar 31, 26	+16.66K	0.00%
Fisher Asset Management, LLC	16.48K	Mar 31, 26	+410	0.00%
TFB Advisors LLC	16.30K	Mar 31, 26	-10.05K	0.00%
PARK AVENUE SECURITIES LLC	16.27K	Mar 31, 26	+16.27K	0.00%
ALESCO ADVISORS LLC	15.82K	Mar 31, 26	+15.82K	0.00%
Seascape Capital Management	15.57K	Mar 31, 26	--	0.00%
Koshinski Asset Management, Inc.	15.48K	Mar 31, 26	+4.28K	0.00%
Arete Wealth Advisors, LLC	15.29K	Mar 31, 26	-807	0.00%
FMR LLC	14.83K	Mar 31, 26	-497	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	14.64K	Mar 31, 26	+1.51K	0.00%
Montecito Bank & Trust	14.63K	Mar 31, 26	--	0.00%
Wealthstar Advisors, LLC	14.48K	Mar 31, 26	-14	0.00%
Capital Investment Advisory Services, LLC	14.40K	Mar 31, 26	+689	0.00%
MAI Capital Management	14.27K	Mar 31, 26	+2.08K	0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	13.66K	Mar 31, 26	+1.53K	0.00%
CRA Financial Services, LLC	13.65K	Mar 31, 26	+106	0.00%
HighTower Advisors, LLC	13.63K	Mar 31, 26	+3.25K	0.00%
Edgemoor Investment Advisors, Inc.	13.55K	Mar 31, 26	--	0.00%
CROBAN	13.40K	Mar 31, 26	-2.84K	0.00%
NORTHERN TRUST CORP	13.37K	Mar 31, 26	-1.46K	0.00%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	13.04K	Mar 31, 26	--	0.00%
Yukon Wealth Management, Inc.	13.04K	Mar 31, 26	+524	0.00%
Integrated Wealth Concepts LLC	12.98K	Mar 31, 26	-1.24K	0.00%
Brookstone Capital Management	12.88K	Mar 31, 26	-1.32K	0.00%
NTV ASSET MANAGEMENT LLC	12.73K	Mar 31, 26	+970	0.00%
CIBC WORLD MARKET INC.	12.43K	Mar 31, 26	+2.50K	0.00%
COLTON GROOME FINANCIAL ADVISORS, LLC	12.04K	Mar 31, 26	-76	0.00%
Federation des caisses Desjardins du Quebec	11.89K	Mar 31, 26	+4.38K	0.00%
Colony Group, LLC	11.77K	Mar 31, 26	+716	0.00%
Mount Yale Investment Advisors, LLC	11.74K	Mar 31, 26	+5.45K	0.00%
Vestmark Advisory Solutions, Inc.	11.74K	Mar 31, 26	+5.45K	0.00%
Breakwater Capital Group	11.46K	Mar 31, 26	-152	0.00%
ALTERNA WEALTH MANAGEMENT, INC	11.36K	Mar 31, 26	-52	0.00%
DAVIDSON TRUST CO	11.35K	Mar 31, 26	-1.05K	0.00%
United Advisor Group, LLC	11.21K	Mar 31, 26	+519	0.00%
Koss-Olinger Consulting, LLC	11.04K	Mar 31, 26	+11.04K	0.00%
Private Advisor Group, LLC	10.96K	Mar 31, 26	+350	0.00%
Summit Financial, LLC	10.93K	Mar 31, 26	+123	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	10.86K	Mar 31, 26	+4.46K	0.00%
CAHABA WEALTH MANAGEMENT, INC.	10.82K	Mar 31, 26	+83	0.00%
1900 WEALTH MANAGEMENT LLC	10.64K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	10.59K	Mar 31, 26	-4.64K	0.00%
EXENCIAL WEALTH ADVISORS, LLC	10.56K	Mar 31, 26	+545	0.00%
Cerity Partners LLC	10.50K	Mar 31, 26	-2.73K	0.00%
Perigon Wealth Management, LLC	10.31K	Mar 31, 26	+967	0.00%
Oxinas Partners Wealth Management LLC	10.17K	Mar 31, 26	+10.17K	0.00%
XTX Topco Ltd	10.11K	Mar 31, 26	+10.11K	0.00%
Kelly Financial Services LLC	9.97K	Mar 31, 26	+9.97K	0.00%
Regal Investment Advisors LLC	9.82K	Mar 31, 26	+86	0.00%
Foundations Investment Advisors, LLC	9.60K	Mar 31, 26	-1.29K	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	9.54K	Mar 31, 26	+1.91K	0.00%
Wescott Financial Advisory Group, LLC	9.17K	Mar 31, 26	+70	0.00%
MANNING & NAPIER ADVISORS LLC	9.13K	Mar 31, 26	-329.37K	0.00%
Accurate Wealth Management, LLC	8.91K	Mar 31, 26	+630	0.00%
BENJAMIN EDWARDS INC	8.70K	Mar 31, 26	+1.29K	0.00%
Snowden Capital Advisors LLC	8.54K	Mar 31, 26	+1.68K	0.00%
RHS Financial, LLC	8.40K	Mar 31, 26	+8.40K	0.00%
CI Private Wealth, LLC	8.29K	Mar 31, 26	-8.11K	0.00%
Catalytic Wealth RIA, LLC	8.29K	Mar 31, 26	+81	0.00%
Moors & Cabot, Inc.	8.25K	Mar 31, 26	+206	0.00%
Valley Financial Group, Inc.	8.23K	Mar 31, 26	+234	0.00%
Diversified Enterprises, LLC	8.22K	Mar 31, 26	-44	0.00%
CAHILL FINANCIAL ADVISORS INC	7.84K	Mar 31, 26	-2.08K	0.00%
PRIVATE TRUST CO NA	7.80K	Mar 31, 26	+727	0.00%
PFG Advisors	7.80K	Mar 31, 26	+527	0.00%
FLAGSTAR ADVISORS INC.	7.77K	Mar 31, 26	-157	0.00%
Ausdal Financial Partners, Inc.	7.60K	Mar 31, 26	+86	0.00%
TWO SIGMA SECURITIES, LLC	7.52K	Mar 31, 26	-2.20K	0.00%
StoneX Group Inc.	7.29K	Mar 31, 26	+7.29K	0.00%
Meridian Wealth Management, LLC	7.16K	Mar 31, 26	+7.16K	0.00%
SAGESPRING WEALTH PARTNERS, LLC	7.11K	Mar 31, 26	+79	0.00%
Prospera Financial Services Inc	7.11K	Mar 31, 26	+1.53K	0.00%
Spectrum Strategic Capital Management, LLC	7.00K	Mar 31, 26	+14	0.00%
SBI Securities Co., Ltd.	6.95K	Mar 31, 26	-1.75K	0.00%
Capital Square, LLC	6.90K	Mar 31, 26	-11.21K	0.00%
ShoreHaven Wealth Partners, LLC	6.87K	Mar 31, 26	+1.42K	0.00%
Signal Advisors Wealth, LLC	6.73K	Mar 31, 26	+164	0.00%
LYELL WEALTH MANAGEMENT, LP	6.71K	Mar 31, 26	--	0.00%
Joule Financial, LLC	6.66K	Mar 31, 26	+6.66K	0.00%
Avantax Planning Partners, Inc.	6.58K	Mar 31, 26	+1.12K	0.00%
Envestnet Portfolio Solutions, Inc.	6.56K	Mar 31, 26	-19.79K	0.00%
Meadow Creek Wealth Advisors LLC	6.46K	Mar 31, 26	-20	0.00%
HARBOR CAPITAL ADVISORS, INC.	6.45K	Mar 31, 26	-59	0.00%
MISSION WEALTH MANAGEMENT, LP	6.32K	Mar 31, 26	+490	0.00%
Apollon Wealth Management, LLC	6.28K	Mar 31, 26	-2.43K	0.00%
Chicago Partners Investment Group LLC	6.10K	Mar 31, 26	+137	0.00%
IPG Investment Advisors LLC	6.03K	Mar 31, 26	-19	0.00%
Lido Advisors, LLC	5.90K	Mar 31, 26	+565	0.00%
COMMERCE BANK	5.90K	Mar 31, 26	+5.90K	0.00%
Kestra Investment Management, LLC	5.84K	Mar 31, 26	-1.01M	0.00%
True North Advisors, LLC	5.61K	Mar 31, 26	+42	0.00%
Synergy Investment Management, LLC	5.56K	Mar 31, 26	+227	0.00%
Root Financial Partners, LLC	5.51K	Mar 31, 26	+868	0.00%
NOESIS CAPITAL MANGEMENT CORP	5.42K	Mar 31, 26	--	0.00%
Southland Equity Partners LLC	5.37K	Mar 31, 26	--	0.00%
TD Capital Management LLC	5.35K	Mar 31, 26	--	0.00%
Sterling Investment Counsel, LLC	5.13K	Mar 31, 26	+5.13K	0.00%
EVERGREEN CAPITAL MANAGEMENT LLC	5.12K	Mar 31, 26	--	0.00%
Stewardship Advisors, LLC	5.09K	Mar 31, 26	+360	0.00%
Azimuth Capital Investment Management LLC	5.09K	Mar 31, 26	-70	0.00%
Facet Wealth, Inc.	5.08K	Mar 31, 26	+5.08K	0.00%
NIXON PEABODY TRUST CO	5.05K	Mar 31, 26	+5.05K	0.00%
Ledyard National Bank	5.02K	Mar 31, 26	--	0.00%
Stratos Wealth Partners, LTD.	5.00K	Mar 31, 26	-1.01K	0.00%
Destiny Wealth Partners, LLC	4.98K	Mar 31, 26	--	0.00%
Wedmont Private Capital	4.90K	Mar 31, 26	+4.90K	0.00%
SONATA CAPITAL GROUP INC	4.72K	Mar 31, 26	--	0.00%
JAMES INVESTMENT RESEARCH INC	4.69K	Mar 31, 26	--	0.00%
CENTRAL VALLEY ADVISORS, LLC	4.68K	Mar 31, 26	+4.68K	0.00%
FLYNN ZITO CAPITAL MANAGEMENT, LLC	4.61K	Mar 31, 26	+4.61K	0.00%
Quantinno Capital Management LP	4.46K	Mar 31, 26	+4.46K	0.00%
Fort Point Capital Partners LLC	4.31K	Mar 31, 26	+172	0.00%
Fountainhead AM, LLC	4.12K	Mar 31, 26	+4.12K	0.00%
Independent Advisor Alliance	4.10K	Mar 31, 26	+4.10K	0.00%
IHT Wealth Management, LLC	4.06K	Mar 31, 26	-435	0.00%
Essex Savings Bank	3.99K	Mar 31, 26	+3.99K	0.00%
Second Line Capital, LLC	3.93K	Mar 31, 26	+3.93K	0.00%
Truvestments Capital LLC	3.82K	Mar 31, 26	-584	0.00%
Asset Dedication, LLC	3.78K	Mar 31, 26	+3.50K	0.00%
CoreCap Advisors, LLC	3.77K	Mar 31, 26	+1.81K	0.00%
Sound Income Strategies, LLC	3.63K	Mar 31, 26	+4	0.00%
RICHARDSON FINANCIAL SERVICES INC.	3.38K	Mar 31, 26	+145	0.00%
North Star Investment Management Corp.	3.31K	Mar 31, 26	+25	0.00%
WOLFF WIESE MAGANA LLC	2.90K	Mar 31, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	2.65K	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	2.63K	Mar 31, 26	-3.36K	0.00%
Ronald Blue Trust, Inc.	2.36K	Mar 31, 26	+773	0.00%
Western Wealth Management, LLC	2.24K	Mar 31, 26	+2.24K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.23K	Mar 31, 26	--	0.00%
REAP Financial Group, LLC	2.16K	Mar 31, 26	+3	0.00%
LFA - Lugano Financial Advisors SA	2.12K	Mar 31, 26	--	0.00%
Rossby Financial, LCC	2.08K	Mar 31, 26	+2.07K	0.00%
WPG Advisers, LLC	2.08K	Mar 31, 26	-47	0.00%
Colonial Trust Co / SC	2.01K	Mar 31, 26	+22	0.00%
Legacy Wealth Managment, LLC/ID	1.88K	Mar 31, 26	-11	0.00%
VANGUARD ADVISERS INC	1.77K	Mar 31, 26	+1.77K	0.00%
HARBOUR INVESTMENTS, INC.	1.74K	Mar 31, 26	-1.02K	0.00%
Pacifica Partners Inc.	1.71K	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	1.63K	Mar 31, 26	+1.63K	0.00%
Advisory Services Network, LLC	1.60K	Mar 31, 26	+1.60K	0.00%
Archer Investment Corp	1.59K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	1.56K	Mar 31, 26	+786	0.00%
Independence Bank of Kentucky	1.56K	Mar 31, 26	-63	0.00%
Golden State Wealth Management, LLC	1.40K	Mar 31, 26	+234	0.00%
Parallel Advisors, LLC	1.37K	Mar 31, 26	-544	0.00%
Pinnacle Bancorp, Inc.	1.33K	Mar 31, 26	+75	0.00%
Kingdom Financial Group LLC.	1.33K	Mar 31, 26	+804	0.00%
Lloyd Advisory Services, LLC.	1.33K	Mar 31, 26	+1.28K	0.00%
AMERICAN NATIONAL BANK	1.30K	Mar 31, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	1.25K	Mar 31, 26	+1.25K	0.00%
EDMOND DE ROTHSCHILD HOLDING S.A.	1.24K	Mar 31, 26	--	0.00%
Rossmore Private Capital	1.21K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.11K	Mar 31, 26	-5	0.00%
CENTRAL TRUST Co	1.05K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	1.03K	Mar 31, 26	+137	0.00%
Murphy & Mullick Capital Management Corp	975	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	900	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	882	Mar 31, 26	-1.87K	0.00%
AlphaCore Capital LLC	789	Mar 31, 26	+789	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	719	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	700	Mar 31, 26	-812	0.00%
HARBOR INVESTMENT ADVISORY, LLC	682	Mar 31, 26	+661	0.00%
Creative Capital Management Investments LLC	666	Mar 31, 26	+666	0.00%
Quest 10 Wealth Builders, Inc.	605	Mar 31, 26	+1	0.00%
Bay Harbor Wealth Management, LLC	598	Mar 31, 26	+135	0.00%
Clearstead Advisors, LLC	590	Mar 31, 26	-2.13K	0.00%
Dunhill Financial, LLC	570	Mar 31, 26	+148	0.00%
Rialto Wealth Management, LLC	566	Mar 31, 26	+566	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	526	Mar 31, 26	+19	0.00%
Addison Advisors LLC	486	Mar 31, 26	--	0.00%
Winthrop Capital Management, LLC	485	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	463	Mar 31, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	456	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	453	Mar 31, 26	--	0.00%
Key FInancial Inc	448	Mar 31, 26	-66	0.00%
Delos Wealth Advisors, LLC	443	Mar 31, 26	+138	0.00%
SIGNATUREFD, LLC	411	Mar 31, 26	+411	0.00%
Piscataqua Savings Bank	396	Mar 31, 26	--	0.00%
Cheviot Value Management, LLC	389	Mar 31, 26	--	0.00%
LRI Investments, LLC	375	Mar 31, 26	--	0.00%
Harel Insurance Investments & Financial Services Ltd.	360	Mar 31, 26	--	0.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC	354	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	352	Mar 31, 26	--	0.00%
Investors Research Corp	338	Mar 31, 26	--	0.00%
Arlington Trust Co LLC	320	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	307	Mar 31, 26	+307	0.00%
HANTZ FINANCIAL SERVICES, INC.	284	Mar 31, 26	-19	0.00%
BankPlus Trust Department	274	Mar 31, 26	--	0.00%
Topsail Wealth Management, LLC	256	Mar 31, 26	--	0.00%
FAS Wealth Partners, Inc.	250	Mar 31, 26	+51	0.00%
IFP Advisors, Inc	249	Mar 31, 26	-616	0.00%
HHM Wealth Advisors, LLC	204	Mar 31, 26	-108	0.00%
Virtus ETF Advisers LLC	200	Mar 31, 26	+67	0.00%
NOMURA ASSET MANAGEMENT CO LTD	200	Mar 31, 26	--	0.00%
PROATHLETE WEALTH MANAGEMENT LLC	186	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	182	Mar 31, 26	-15	0.00%
HUNTINGTON NATIONAL BANK	176	Mar 31, 26	--	0.00%
High Note Wealth, LLC	174	Mar 31, 26	--	0.00%
Axiom Investment Management LLC	168	Mar 31, 26	+168	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	164	Mar 31, 26	+91	0.00%
Strategic Wealth Partners, Ltd.	160	Mar 31, 26	-13	0.00%
Activest Wealth Management	160	Mar 31, 26	+160	0.00%
SouthState Corp	160	Mar 31, 26	-136	0.00%
Olistico Wealth, LLC	151	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	150	Mar 31, 26	-121	0.00%
Bogart Wealth, LLC	150	Mar 31, 26	--	0.00%
Daiwa Securities Group Inc.	149	Mar 31, 26	+69	0.00%
Princeton Global Asset Management LLC	148	Mar 31, 26	-202	0.00%
TRUST CO OF TOLEDO NA /OH/	135	Mar 31, 26	--	0.00%
LOWE BROCKENBROUGH & CO INC	125	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	117	Mar 31, 26	+106	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	102	Mar 31, 26	-88	0.00%
MOTCO	98	Mar 31, 26	-77	0.00%
EPG Wealth Management LLC	98	Mar 31, 26	--	0.00%
Register Financial Advisors LLC	93	Mar 31, 26	--	0.00%
Bell Investment Advisors, Inc	79	Mar 31, 26	+79	0.00%
Capital Analysts, LLC	76	Mar 31, 26	-1.10K	0.00%
Davis Capital Management	69	Mar 31, 26	--	0.00%
Spire Wealth Management	65	Mar 31, 26	-10	0.00%
WestEnd Advisors, LLC	62	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	58	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	58	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	55	Mar 31, 26	--	0.00%
POM Investment Strategies, LLC	51	Mar 31, 26	--	0.00%
Clearstead Trust, LLC	51	Mar 31, 26	--	0.00%
HARRIS ASSOCIATES L P	50	Mar 31, 26	+50	0.00%
CHAPMAN FINANCIAL GROUP, LLC	48	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	45	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	44	Mar 31, 26	-12	0.00%
HM PAYSON & CO	41	Mar 31, 26	+41	0.00%
Vermillion Wealth Management, Inc.	40	Mar 31, 26	-21	0.00%
MBM Wealth Consultants, LLC	30	Mar 31, 26	+30	0.00%
PITTENGER & ANDERSON INC	29	Mar 31, 26	+29	0.00%
N.E.W. Advisory Services LLC	26	Mar 31, 26	--	0.00%
Darwin Wealth Management, LLC	26	Mar 31, 26	+26	0.00%
PayPay Securities Corp	24	Mar 31, 26	-7	0.00%
SRS Capital Advisors, Inc.	24	Mar 31, 26	-7	0.00%
Global Wealth Strategies & Associates	21	Mar 31, 26	--	0.00%
Hurley Capital, LLC	20	Mar 31, 26	+20	0.00%
Coston, McIsaac & Partners	20	Mar 31, 26	-301	0.00%
Burk Holdings LLC	19	Mar 31, 26	+19	0.00%
CURIO WEALTH, LLC	17	Mar 31, 26	+17	0.00%
SOA Wealth Advisors, LLC.	16	Mar 31, 26	+16	0.00%
DUNCKER STREETT & CO INC	11	Mar 31, 26	+11	0.00%
Coastal Investment Advisors, Inc.	10	Mar 31, 26	--	0.00%
Larson Financial Group LLC	7	Mar 31, 26	--	0.00%
HighMark Wealth Management LLC	4	Mar 31, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Mar 31, 26	--	0.00%
BlueCrest Capital Management Ltd	1	Mar 31, 26	+1	0.00%
Kozak & Associates, Inc.	1	Mar 31, 26	-237	0.00%
Stone House Investment Management, LLC	--	Mar 31, 26	-527	--
TORONTO DOMINION BANK	--	Mar 31, 26	-699	--
YANKCOM Partnership	--	Mar 31, 26	-622	--
DecisionPoint Financial, LLC	--	Mar 31, 26	-187	--
Cyndeo Wealth Partners, LLC	--	Mar 31, 26	-5.92K	--
Global Assets Advisory, LLC	--	Mar 31, 26	-4.26K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-243.59K	--
Centennial Bank/AR/	--	Mar 31, 26	-1.27K	--
Magnus Financial Group LLC	--	Mar 31, 26	-5.52K	--
Runnymede Capital Advisors, Inc.	--	Mar 31, 26	-175.02K	--
Atria Investments, Inc	--	Mar 31, 26	-9.80K	--
Integrity Investment Advisors, LLC	--	Mar 31, 26	-4.60K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-387	--
Apollon Financial, LLC	--	Mar 31, 26	-11.87K	--
Impact Capital Partners LLC	--	Mar 31, 26	-4.91K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-21.31K	--
Pictet North America Advisors SA	--	Mar 31, 26	-12.28K	--
RMB Capital Management, LLC	--	Mar 31, 26	-9.46K	--
Valeo Financial Advisors, LLC	--	Mar 31, 26	-10.13K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-1.25K	--
Atlantic Union Bankshares Corp	--	Mar 31, 26	-265	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-17	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-32	--
VERUS CAPITAL PARTNERS, LLC	--	Mar 31, 26	-4.32K	--
Allspring Global Investments Holdings, LLC	--	Mar 31, 26	-33	--
Vontobel Holding Ltd.	--	Mar 31, 26	-125.00K	--
TCTC Holdings, LLC	--	Mar 31, 26	-2.06K	--
Focus Financial Network, Inc.	--	Mar 31, 26	-8.15K	--
Quent Capital, LLC	--	Mar 31, 26	-9	--
Long Run Wealth Advisors, LLC	1.20M	Dec 31, 25	+27.82K	0.35%
COMERICA BANK	123.58K	Dec 31, 25	-838	0.04%
TRANSATLANTIQUE PRIVATE WEALTH LLC	49.84K	Dec 31, 25	+7.38K	0.01%
Global Retirement Partners, LLC	32.05K	Dec 31, 25	+6.17K	0.01%
Tolleson Wealth Management, Inc.	29.23K	Dec 31, 25	-2.64K	0.01%
SageView Advisory Group, LLC	6.91K	Dec 31, 25	+13	0.00%
CIBC Private Wealth Group, LLC	4.71K	Dec 31, 25	-620	0.00%
CAPE COD FIVE CENTS SAVINGS BANK	4.22K	Dec 31, 25	--	0.00%
FineMark National Bank & Trust	3.90K	Dec 31, 25	-50	0.00%
ORG Partners LLC	3.84K	Dec 31, 25	-5	0.00%
TRUST CO OF VERMONT	307	Dec 31, 25	-567	0.00%
TUCKER ASSET MANAGEMENT LLC	40	Dec 31, 25	+40	0.00%
New Millennium Group LLC	23	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-425	--
Northwest Capital Management Inc	--	Dec 31, 25	-9	--
Motiv8 Investments LLC	--	Dec 31, 25	-115.75K	--
Heritage Wealth Advisors	--	Dec 31, 25	-30	--
Sensible Financial Planning & Management, LLC.	1.41M	Sep 30, 25	+15.50K	0.42%
Lion Street Advisors, LLC	19.20K	Sep 30, 25	-1.40K	0.01%
Bristlecone Advisors, LLC	17.29K	Sep 30, 25	+17.29K	0.01%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	13.63K	Sep 30, 25	+506	0.00%
SYNOVUS FINANCIAL CORP	10.43K	Sep 30, 25	+227	0.00%
PINNACLE FINANCIAL PARTNERS INC	7.56K	Sep 30, 25	+7.56K	0.00%
AllSquare Wealth Management LLC	250	Sep 30, 25	--	0.00%
Guerra Advisors Inc	137	Sep 30, 25	+137	0.00%
New Century Financial Group, LLC	--	Sep 30, 25	-7.24K	--
AVANTAX ADVISORY SERVICES, INC.	87.67K	Jun 30, 25	+7.96K	0.03%
Atria Wealth Solutions, Inc.	39.09K	Jun 30, 25	-10.65K	0.01%
DHK Financial Advisors, Inc.	10.80K	Jun 30, 25	-10.80K	0.00%
Blue Investment Partners LLC	5.42K	Jun 30, 25	+5.42K	0.00%
Congress Wealth Management LLC / DE /	5.24K	Jun 30, 25	+5.24K	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.51K	Jun 30, 25	+1.51K	0.00%
First Horizon Advisors, Inc.	1.39K	Jun 30, 25	+834	0.00%
Financial Gravity Companies, Inc.	757	Jun 30, 25	+757	0.00%
Legacy Investment Solutions, LLC	101	Jun 30, 25	+101	0.00%
US FINANCIAL ADVISORS, LLC	110.06K	Mar 31, 25	+4.06K	0.03%
Aveo Capital Partners, LLC	7.38K	Mar 31, 25	-87.47K	0.00%
CAROLINAS WEALTH CONSULTING LLC	1.51K	Mar 31, 25	+11	0.00%
Sandy Spring Bank	1	Mar 31, 25	+1	0.00%
BOSTON FINANCIAL MANGEMENT LLC	505.03K	Dec 31, 24	+16.33K	0.15%
Quantitative Strategies, Inc.	96.27K	Dec 31, 24	-118	0.03%
HART & PATTERSON FINANCIAL GROUP LLC	60.04K	Dec 31, 24	+1.45K	0.02%
Anchor Pointe Wealth Management, LLC	24.08K	Dec 31, 24	+24.08K	0.01%
Bison Wealth, LLC	4.57K	Dec 31, 24	-221	0.00%
Sanctuary Wealth Management, L.L.C.	102	Dec 31, 24	--	0.00%
Carlson Capital Management	--	Dec 31, 24	-6.21K	--
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-688	--
RAYMOND JAMES & ASSOCIATES	520.32K	Sep 30, 24	-8.73K	0.15%
Brophy Wealth Management, LLC	101.13K	Sep 30, 24	+101.13K	0.03%
Raymond James Financial Services Advisors, Inc.	49.05K	Sep 30, 24	+4.97K	0.01%
Family Asset Management, LLC	22.48K	Sep 30, 24	-313	0.01%
Kingfisher Capital LLC	18.48K	Sep 30, 24	-1.37K	0.01%
RAYMOND JAMES TRUST N.A.	14.18K	Sep 30, 24	-230	0.00%
Peterson Financial Group, Inc.	11.83K	Sep 30, 24	-1.03K	0.00%
Edmonds Duncan Registered Investment Advisors, LLC	4.75K	Sep 30, 24	+218	0.00%
FinTrust Capital Advisors, LLC	3.14K	Sep 30, 24	--	0.00%
First Personal Financial Services	13	Sep 30, 24	--	0.00%
Syntrinsic LLC	--	Sep 30, 24	-75	--
BlackRock Inc.	7.12M	Jun 30, 24	+1.38M	2.11%
Arden Trust Co	25.04K	Jun 30, 24	+604	0.01%
ICA Group Wealth Management, LLC	250	Jun 30, 24	-351	0.00%
Cetera Advisor Networks LLC	520.97K	Mar 31, 24	-99.81K	0.15%
Manning & Napier Group, LLC	429.67K	Mar 31, 24	-17.22K	0.13%
Ratio Wealth Group	405.97K	Mar 31, 24	+33.53K	0.12%
Cetera Advisors LLC	77.95K	Mar 31, 24	+42.83K	0.02%
Coulter & Justus Financial Services, LLC	4.95K	Mar 31, 24	+4.95K	0.00%
Credential Qtrade Securities Inc.	3.61K	Mar 31, 24	--	0.00%
Retirement Group, LLC	286	Mar 31, 24	--	0.00%
Bartlett & Co. LLC	93.69K	Dec 31, 23	+93.69K	0.03%
DFPG INVESTMENTS, LLC	53.76K	Dec 31, 23	+3.31K	0.02%
Simplicity Solutions, LLC	5.33K	Dec 31, 23	+118	0.00%
WEALTHSOURCE PARTNERS, LLC	--	Dec 31, 23	-12.23K	--
New Legacy Group, LLC	7.60K	Sep 30, 23	--	0.00%
ADVISOR PARTNERS II, LLC	6.69K	Sep 30, 23	-23.30K	0.00%
Icon Wealth Partners, LLC	3.29K	Sep 30, 23	+28	0.00%
PICTET ASSET MANAGEMENT SA	115.79K	Jun 30, 23	+365	0.03%
TIAA, FSB	98.52K	Jun 30, 23	+98.52K	0.03%
BerganKDV Wealth Management, LLC	39.63K	Jun 30, 23	-4.04K	0.01%
Endurance Wealth Management, Inc.	16	Jun 30, 23	--	0.00%
Personal Capital Advisors Corp	9.74M	Dec 31, 22	+9.74M	2.89%
CAPRIN ASSET MANAGEMENT LLC /ADV	600	Dec 31, 22	+600	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	--	Dec 31, 22	-37	--
MUFG Americas Holdings Corp	212.51K	Sep 30, 22	-1.20K	0.06%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	27.00K	Sep 30, 22	-5.83K	0.01%
American Portfolios Advisors	3.69K	Sep 30, 22	-157	0.00%
Spectrum Management Group, LLC	1.88K	Sep 30, 22	+858	0.00%
KerberRose Wealth Management, LLC	50.50K	Jun 30, 22	+50.50K	0.01%
B. Riley Wealth Management, Inc.	7.48K	Jun 30, 22	-49	0.00%
HANCOCK WHITNEY INVESTMENT SERVICES INC.	--	Jun 30, 22	-4.52K	--
Private Capital Group, LLC	--	Jun 30, 22	-1.35K	--
People's United Financial, Inc.	469.17K	Mar 31, 22	+265.15K	0.14%
CAPITAL ONE FINANCIAL CORP	75.86K	Mar 31, 22	-419.49K	0.02%
IndexIQ Advisors LLC	12.30K	Mar 31, 22	+6.32K	0.00%
Livingston Group Asset Management CO (operating as Southport Capital Management)	4.29K	Mar 31, 22	-156	0.00%
Azimuth Capital Management LLC	4.03K	Mar 31, 22	+130	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	62	Mar 31, 22	--	0.00%
Lenox Wealth Advisors, LLC	41	Mar 31, 22	--	0.00%
MD Financial Management Inc.	560.10K	Dec 31, 21	-5.41K	0.17%
Pantheon Investment Group, LLC	4.20K	Dec 31, 21	-639	0.00%
Carroll Financial Associates, Inc.	2.96K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	172	Dec 31, 21	+54	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	91.20K	Sep 30, 21	-2.19K	0.03%
FEDERAL RESERVE BANK OF NEW YORK	2.01M	Jun 30, 21	-991.06K	0.59%
PICTET ASSET MANAGEMENT LTD	132.92K	Jun 30, 21	+2.54K	0.04%
PNC Managed Account Solutions, Inc.	103.08K	Jun 30, 21	+103.08K	0.03%
Pinnacle Advisory Group, Inc.	1.54M	Mar 31, 21	+266.82K	0.46%
BBVA USA Bancshares, Inc.	95.58K	Mar 31, 21	+95.58K	0.03%
Swift Run Capital Management, LLC	3.38K	Dec 31, 20	--	0.00%
First Allied Advisory Services, Inc.	6.41K	Sep 30, 20	+695	0.00%
LifePlan Financial Group, Inc	603	Sep 30, 20	-243	0.00%
BOYS ARNOLD & CO INC	26.10K	Mar 31, 20	--	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	57.59K	Dec 31, 19	-3.55K	0.02%
Advisor Group, Inc.	23.09K	Dec 31, 19	-2.33K	0.01%
SUNTRUST BANKS INC	1.45M	Sep 30, 19	+31.89K	0.43%
BB&T SECURITIES, LLC	76.33K	Sep 30, 19	+6.98K	0.02%
Wealth & Pension Services Group, Inc.	28.36K	Sep 30, 19	-370	0.01%
BOSTON ADVISORS LLC	--	Sep 30, 19	-6.36K	--
Delek Group, Ltd.	10.32K	Jun 30, 19	--	0.00%
TRUST DEPARTMENT MB FINANCIAL BANK N A	17.95K	Mar 31, 19	--	0.01%
Credential Securities Inc.	1.47K	Jun 30, 18	--	0.00%
FinTrust Investment Advisory Services, LLC	--	Mar 31, 18	-1.79K	--
Cornerstone Financial Partners, LLC	2.21K	Dec 31, 17	-19.24K	0.00%
WealthShield, LLC	465	Dec 31, 17	+465	0.00%
BB&T INVESTMENT SERVICES, INC.	274	Dec 31, 17	+19	0.00%
Commonwealth Equity Services, Inc	11.88K	Jun 30, 17	+1.53K	0.00%
Virtu KCG Holdings LLC	5.32K	Jun 30, 17	+5.32K	0.00%
ROBSHAW & JULIAN ASSOCIATES INC	1.90K	Jun 30, 17	--	0.00%
Independent Portfolio Consultants, Inc.	10	Jun 30, 17	-5	0.00%
Clarity Capital KCPS Ltd.	3.31K	Mar 31, 17	+3.31K	0.00%
BlackRock Fund Advisors	1.59M	Dec 31, 16	+383.81K	0.47%
BlackRock Investment Management, LLC	103.81K	Dec 31, 16	+52.03K	0.03%
BLACKROCK ADVISORS LLC	52.86K	Dec 31, 16	+2.06K	0.02%
Braver Wealth Management, LLC	3.73K	Dec 31, 16	+3.73K	0.00%
BlackRock Japan Co. Ltd	2.88K	Dec 31, 16	-512	0.00%
MSI Financial Services Inc	2.05K	Dec 31, 16	+274	0.00%
SOCIETE GENERALE	6.94K	Jun 30, 16	+6.94K	0.00%
Investors Capital Advisory Services	2.66K	Jun 30, 16	+7	0.00%
MANAGED ACCOUNT ADVISORS LLC	3.31K	Jun 30, 15	-2.19K	0.00%
Placemark Investments, Inc.	45.39K	Dec 31, 14	+9.33K	0.01%
NEW ENGLAND SECURITIES CORP /MA/	218	Dec 31, 14	-101	0.00%
UBS AG	74.62K	Sep 30, 14	+2.41K	0.02%
Stifel Trust Company, N.A.	1.00K	Sep 30, 14	-450	0.00%
1919 Investment Counsel, LLC	555	Sep 30, 14	-100	0.00%
Jane Street Holding, LLC	128.49K	Dec 31, 13	+83.68K	0.04%
KNIGHT CAPITAL GROUP LLC	2.22K	Jun 30, 13	-22.17K	0.00%
CITY NATIONAL ROCHDALE, LLC	22.91K	Dec 31, 12	+22.91K	0.01%
First Allied Securities, Inc.	6.39K	Jun 30, 12	+1.72K	0.00%
RBC Private Counsel (USA) Inc.	100	Sep 30, 09	+100	0.00%
RBC Phillips, Hager & North Investment Counsel Inc.	--	Sep 30, 09	-100	--

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-21

BANK OF AMERICA CORP /DE/

61.67M

Mar 31, 26

+11.08M

18.27%

UBS Group AG

56.08M

Mar 31, 26

+52.03M

16.61%

Empower Advisory Group, LLC

20.35M

Mar 31, 26

+1.43M

6.03%

AMERIPRISE FINANCIAL INC

18.09M

Mar 31, 26

+2.13M

5.36%

UBS ASSET MANAGEMENT AMERICAS INC

11.61M

Mar 31, 26

+8.46M

3.44%

TRUIST FINANCIAL CORP

10.75M

Mar 31, 26

+782.99K

3.18%

ASSETMARK, INC

10.17M

Mar 31, 26

+510.49K

3.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

9.14M

Mar 31, 26

+9.14M

2.71%

BlackRock, Inc.

8.28M

Mar 31, 26

+325.62K

2.45%

STIFEL FINANCIAL CORP

7.11M

Mar 31, 26

+388.26K

2.11%

ENVESTNET ASSET MANAGEMENT INC

6.95M

Mar 31, 26

-890.78K

2.06%

Allworth Financial LP

5.86M

Mar 31, 26

+76.20K

1.74%

FRANKLIN RESOURCES INC

4.92M

Mar 31, 26

-15.35K

1.46%

LPL Financial LLC

3.46M

Mar 31, 26

+645.20K

1.03%

SEI INVESTMENTS CO

3.36M

Mar 31, 26

+183.88K

1.00%

1832 Asset Management L.P.

3.18M

Mar 31, 26

+802.71K

0.94%

Valmark Advisers, Inc.

3.02M

Mar 31, 26

+61.86K

0.89%

MORGAN STANLEY

2.80M

Mar 31, 26

+48.76K

0.83%

Asset Management One Co., Ltd.

2.77M

Mar 31, 26

+396.95K

0.82%

WELLS FARGO & COMPANY/MN

1.93M

Mar 31, 26

+76.70K

0.57%

JPMORGAN CHASE & CO

1.80M

Mar 31, 26

+350.77K

0.53%

Avidian Wealth Solutions, LLC

1.69M

Mar 31, 26

+164.22K

0.50%

Bank of New York Mellon Corp

1.58M

Mar 31, 26

+14.07K

0.47%

Beacon Pointe Advisors, LLC

1.53M

Mar 31, 26

+83.97K

0.45%

MERCER GLOBAL ADVISORS INC /ADV

1.22M

Mar 31, 26

+1.21M

0.36%

Cetera Investment Advisers

1.12M

Mar 31, 26

+145.63K

0.33%

Voya Financial Advisors, Inc.

813.21K

Mar 31, 26

-12.89K

0.24%

JANE STREET GROUP, LLC

790.79K

Mar 31, 26

+790.79K

0.23%

MCF Advisors LLC

759.79K

Mar 31, 26

-3.31K

0.23%

Liberty Mutual Group Asset Management Inc.

714.85K

Mar 31, 26

+714.85K

0.21%

RAYMOND JAMES FINANCIAL INC

679.85K

Mar 31, 26

-1.21M

0.20%

Trilogy Capital Inc.

670.28K

Mar 31, 26

+21.63K

0.20%

FULTON BREAKEFIELD BROENNIMAN LLC

653.84K

Mar 31, 26

+8.24K

0.19%

Crestwood Advisors Group LLC

647.98K

Mar 31, 26

-2.14K

0.19%

CAPTRUST FINANCIAL ADVISORS

614.80K

Mar 31, 26

+34.66K

0.18%

Mirae Asset Global Investments Co., Ltd.

592.74K

Mar 31, 26

+20.38K

0.18%

DIVERSIFY WEALTH MANAGEMENT, LLC

548.14K

Mar 31, 26

+307.94K

0.16%

New Jersey Better Educational Savings Trust

507.69K

Mar 31, 26

-25.51K

0.15%

ROYAL BANK OF CANADA

507.37K

Mar 31, 26

+108.07K

0.15%

Santa Clara Valley Transportation Authority

481.98K

Mar 31, 26

0.14%

SECURIAN ASSET MANAGEMENT, INC

439.72K

Mar 31, 26

0.13%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

432.36K

Mar 31, 26

+109.84K

0.13%

Strategic Investment Advisors / MI

426.91K

Mar 31, 26

+192.96K

0.13%

Blue Edge Capital, LLC

426.17K

Mar 31, 26

+14.31K

0.13%

Resources Investment Advisors, LLC.

405.31K

Mar 31, 26

-1.07K

0.12%

ST GERMAIN D J CO INC

405.12K

Mar 31, 26

-4.28K

0.12%

Advisors Capital Management, LLC

382.11K

Mar 31, 26

+27.47K

0.11%

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

369.90K

Mar 31, 26

+107.53K

0.11%

Cosner Financial Group, LLC

365.17K

Mar 31, 26

+6.59K

0.11%

Betterment LLC

361.82K

Mar 31, 26

+15.73K

0.11%

McKinley Carter Wealth Services, Inc.

358.23K

Mar 31, 26

+62.26K

0.11%

Merit Financial Group, LLC

356.34K

Mar 31, 26

-966.24K

0.11%

Pallas Capital Advisors LLC

324.82K

Mar 31, 26

-41.12K

0.10%

TIAA TRUST, NATIONAL ASSOCIATION

280.80K

Mar 31, 26

-25.31M

0.08%

Modern Wealth Management, LLC

278.90K

Mar 31, 26

+30.07K

0.08%

Destination Wealth Management

276.63K

Mar 31, 26

+11.00K

0.08%

Steward Partners Investment Advisory, LLC

268.50K

Mar 31, 26

+2.20K

0.08%

Shelter Mutual Insurance Co

263.97K

Mar 31, 26

-10.02K

0.08%

Robertson Stephens Wealth Management, LLC

237.97K

Mar 31, 26

-7.99K

0.07%

Westover Capital Advisors, LLC

220.08K

Mar 31, 26

-386

0.07%

HSBC HOLDINGS PLC

218.45K

Mar 31, 26

+45.45K

0.06%

ADVISOR GROUP HOLDINGS, INC.

217.08K

Mar 31, 26

+5.57K

0.06%

One Capital Management, LLC

199.43K

Mar 31, 26

+157.14K

0.06%

Sigma Planning Corp

194.89K

Mar 31, 26

+5.94K

0.06%

Glassy Mountain Advisors, Inc.

188.35K

Mar 31, 26

+7.10K

0.06%

Baird Financial Group, Inc.

185.74K

Mar 31, 26

+9.04K

0.06%

Premier Path Wealth Partners, LLC

183.74K

Mar 31, 26

-32.60K

0.05%

Rockefeller Capital Management L.P.

177.50K

Mar 31, 26

-2.64K

0.05%

Kraft, Davis & Associates, LLC

172.84K

Mar 31, 26

+73.31K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

167.72K

Mar 31, 26

+29.30K

0.05%

Simplicity Wealth,LLC

159.88K

Mar 31, 26

+9.54K

0.05%

IVC Wealth Advisors LLC

155.85K

Mar 31, 26

+3.96K

0.05%

FIFTH THIRD BANCORP

154.06K

Mar 31, 26

+144.95K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

141.53K

Mar 31, 26

-37.09K

0.04%

Triumph Capital Management

135.46K

Mar 31, 26

+113.98K

0.04%

Smartleaf Asset Management LLC

135.35K

Mar 31, 26

+38.62K

0.04%

Dakota Wealth Management

134.82K

Mar 31, 26

+39.75K

0.04%

Trivant Custom Portfolio Group, LLC

132.28K

Mar 31, 26

-42.74K

0.04%

Archford Capital Strategies, LLC

130.41K

Mar 31, 26

+2.27K

0.04%

Kensington Asset Management, LLC

129.60K

Mar 31, 26

0.04%

TD Waterhouse Canada Inc.

118.78K

Mar 31, 26

+24.11K

0.04%

BARTLETT & CO. WEALTH MANAGEMENT LLC

111.34K

Mar 31, 26

-26.57K

0.03%

NFP Retirement, Inc.

107.71K

Mar 31, 26

+1.89K

0.03%

Sanctuary Advisors, LLC

105.23K

Mar 31, 26

+3.71K

0.03%

Erickson Financial Group, LLC

103.72K

Mar 31, 26

+4.80K

0.03%

Fjell Capital, LLC

103.22K

Mar 31, 26

+9.90K

0.03%

CWM, LLC

102.33K

Mar 31, 26

-13.06K

0.03%

Center For Asset Management LLC

102.19K

Mar 31, 26

+6.38K

0.03%

Financial Avengers, Inc.

101.25K

Mar 31, 26

+11.23K

0.03%

Concurrent Investment Advisors, LLC

97.74K

Mar 31, 26

+4.55K

0.03%

AIRE ADVISORS, LLC

93.49K

Mar 31, 26

+3.06K

0.03%

M&T BANK CORP

84.20K

Mar 31, 26

-444

0.02%

Atomi Financial Group, Inc.

82.63K

Mar 31, 26

+903

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

80.82K

Mar 31, 26

+1.45K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

79.52K

Mar 31, 26

+79.52K

0.02%

NewEdge Advisors, LLC

78.77K

Mar 31, 26

+2.18K

0.02%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

76.53K

Mar 31, 26

-30.75K

0.02%

Columbus Macro, LLC

74.76K

Mar 31, 26

-36.29K

0.02%

PRUDENTIAL PLC

74.18K

Mar 31, 26

+33.80K

0.02%

Checchi Capital Advisers, LLC

73.46K

Mar 31, 26

-273

0.02%

Janney Montgomery Scott LLC

73.30K

Mar 31, 26

+7.06K

0.02%

Landing Point Financial Group, LLC

72.74K

Mar 31, 26

-491

0.02%

US BANCORP \DE\

71.52K

Mar 31, 26

-10.32K

0.02%

Compagnie Lombard Odier SCmA

71.38K

Mar 31, 26

+10.60K

0.02%

K2 Financial Inc.

66.90K

Mar 31, 26

+6.53K

0.02%

BANK OF MONTREAL /CAN/

65.48K

Mar 31, 26

-1.26K

0.02%

Virtue Capital Management, LLC

63.96K

Mar 31, 26

-1.83K

0.02%

Gateway Wealth Partners, LLC

60.63K

Mar 31, 26

+60.63K

0.02%

Cambridge Investment Research Advisors, Inc.

58.30K

Mar 31, 26

-1.44K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

55.74K

Mar 31, 26

-7.47K

0.02%

NewEdge Wealth, LLC

54.71K

Mar 31, 26

+54.71K

0.02%

Kestra Advisory Services, LLC

53.76K

Mar 31, 26

-23.70K

0.02%

Farther Finance Advisors, LLC

53.76K

Mar 31, 26

-12.72K

0.02%

Summit Asset Management, LLC

53.28K

Mar 31, 26

+16.11K

0.02%

CITADEL ADVISORS LLC

52.03K

Mar 31, 26

+52.03K

0.02%

HRT FINANCIAL LP

51.95K

Mar 31, 26

+51.95K

0.02%

Financial Synergies Wealth Advisors, Inc.

51.42K

Mar 31, 26

+2.37K

0.02%

Fundamentum, LLC

50.98K

Mar 31, 26

+6.11K

0.02%

Heck Capital Advisors, LLC

50.26K

Mar 31, 26

+16.61K

0.01%

GLOBALT Investments LLC / GA

49.79K

Mar 31, 26

-345

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

47.75K

Mar 31, 26

+974

0.01%

Ameritas Advisory Services, LLC

46.36K

Mar 31, 26

+1.40K

0.01%

EverSource Wealth Advisors, LLC

46.05K

Mar 31, 26

+824

0.01%

MATHER GROUP, LLC.

45.91K

Mar 31, 26

+4.04K

0.01%

Compass Financial Group, Inc.

44.95K

Mar 31, 26

-31

0.01%

10Elms LLP

43.29K

Mar 31, 26

+5.96K

0.01%

FLOW TRADERS U.S. LLC

40.68K

Mar 31, 26

+31.07K

0.01%

Mariner, LLC

40.45K

Mar 31, 26

-16.33K

0.01%

Sovran Advisors, LLC

40.25K

Mar 31, 26

+9.35K

0.01%

Pensionmark Financial Group, LLC

38.66K

Mar 31, 26

+3.13K

0.01%

Banco Santander, S.A.

37.44K

Mar 31, 26

-13.57K

0.01%

Arista Wealth Management, LLC

36.84K

Mar 31, 26

0.01%

Creative Planning

36.48K

Mar 31, 26

+992

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

36.44K

Mar 31, 26

+24.73K

0.01%

JONES FINANCIAL COMPANIES LLLP

36.35K

Mar 31, 26

+9.29K

0.01%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

35.31K

Mar 31, 26

-1.34K

0.01%

MML INVESTORS SERVICES, LLC

34.83K

Mar 31, 26

-51.63K

0.01%

GREENWOOD CAPITAL ASSOCIATES LLC

34.53K

Mar 31, 26

+892

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

30.48K

Mar 31, 26

+1.30K

0.01%

GOLDMAN SACHS GROUP INC

30.31K

Mar 31, 26

-242.54K

0.01%

Bellwether Advisors, LLC

29.92K

Mar 31, 26

-860

0.01%

Sowell Financial Services LLC

29.46K

Mar 31, 26

+1.58K

0.01%

Pictet Asset Management Holding SA

28.92K

Mar 31, 26

-9.85K

0.01%

Advyzon Investment Management, LLC

28.88K

Mar 31, 26

+629

0.01%

BESSEMER GROUP INC

28.13K

Mar 31, 26

+312

0.01%

WBH ADVISORY INC

28.01K

Mar 31, 26

+881

0.01%

MMBG INVESTMENT ADVISORS CO.

27.80K

Mar 31, 26

0.01%

Sequoia Financial Advisors, LLC

25.97K

Mar 31, 26

+1.43K

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

24.91K

Mar 31, 26

-1.13K

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

24.90K

Mar 31, 26

+370

0.01%

Arkadios Wealth Advisors

23.75K

Mar 31, 26

+3.43K

0.01%

OLD MISSION CAPITAL LLC

23.52K

Mar 31, 26

+23.52K

0.01%

Venture Visionary Partners LLC

22.48K

Mar 31, 26

-458

0.01%

Cumberland Partners Ltd

22.41K

Mar 31, 26

+3.04K

0.01%

JGP Wealth Management, LLC

21.93K

Mar 31, 26

-4.69K

0.01%

Van Hulzen Asset Management, LLC

21.31K

Mar 31, 26

+490

0.01%

Waverly Advisors, LLC

21.27K

Mar 31, 26

-254

0.01%

B. Riley Wealth Advisors, Inc.

21.18K

Mar 31, 26

-1.07K

0.01%

Saiph Capital, LLC

20.78K

Mar 31, 26

-683

0.01%

Grant Private Wealth Management Inc

20.76K

Mar 31, 26

+20.76K

0.01%

Golden State Equity Partners

20.65K

Mar 31, 26

+6.07K

0.01%

Members Trust Co

20.39K

Mar 31, 26

+4.51K

0.01%

NorthRock Partners, LLC

20.18K

Mar 31, 26

+597

0.01%

CAP Partners, LLC

20.03K

Mar 31, 26

+2.09K

0.01%

Csenge Advisory Group

19.68K

Mar 31, 26

+1.62K

0.01%

Gotham Asset Management, LLC

19.32K

Mar 31, 26

+10.72K

0.01%

FIFTH THIRD SECURITIES, INC.

19.22K

Mar 31, 26

+1.65K

0.01%

NATIXIS ADVISORS, L.P.

18.80K

Mar 31, 26

+2.83K

0.01%

Calamos Advisors LLC

18.69K

Mar 31, 26

+18.69K

0.01%

Pines Wealth Management, LLC

18.37K

Mar 31, 26

+107

0.01%

PRINCIPAL SECURITIES, INC.

17.95K

Mar 31, 26

-722

0.01%

Diligent Investors, LLC

17.39K

Mar 31, 26

-159

0.01%

Americana Partners, LLC

17.31K

Mar 31, 26

-794.41K

0.01%

Penobscot Investment Management Company, Inc.

17.26K

Mar 31, 26

-1.10K

0.01%

Aprio Wealth Management, LLC

16.66K

Mar 31, 26

+16.66K

0.00%

Fisher Asset Management, LLC

16.48K

Mar 31, 26

+410

0.00%

TFB Advisors LLC

16.30K

Mar 31, 26

-10.05K

0.00%

PARK AVENUE SECURITIES LLC

16.27K

Mar 31, 26

+16.27K

0.00%

ALESCO ADVISORS LLC

15.82K

Mar 31, 26

+15.82K

0.00%

Seascape Capital Management

15.57K

Mar 31, 26

0.00%

Koshinski Asset Management, Inc.

15.48K

Mar 31, 26

+4.28K

0.00%

Arete Wealth Advisors, LLC

15.29K

Mar 31, 26

-807

0.00%

FMR LLC

14.83K

Mar 31, 26

-497

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

14.64K

Mar 31, 26

+1.51K

0.00%

Montecito Bank & Trust

14.63K

Mar 31, 26

0.00%

Wealthstar Advisors, LLC

14.48K

Mar 31, 26

-14

0.00%

Capital Investment Advisory Services, LLC

14.40K

Mar 31, 26

+689

0.00%

MAI Capital Management

14.27K

Mar 31, 26

+2.08K

0.00%

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

13.66K

Mar 31, 26

+1.53K

0.00%

CRA Financial Services, LLC

13.65K

Mar 31, 26

+106

0.00%

HighTower Advisors, LLC

13.63K

Mar 31, 26

+3.25K

0.00%

Edgemoor Investment Advisors, Inc.

13.55K

Mar 31, 26

0.00%

CROBAN

13.40K

Mar 31, 26

-2.84K

0.00%

NORTHERN TRUST CORP

13.37K

Mar 31, 26

-1.46K

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

13.04K

Mar 31, 26

0.00%

Yukon Wealth Management, Inc.

13.04K

Mar 31, 26

+524

0.00%

Integrated Wealth Concepts LLC

12.98K

Mar 31, 26

-1.24K

0.00%

Brookstone Capital Management

12.88K

Mar 31, 26

-1.32K

0.00%

NTV ASSET MANAGEMENT LLC

12.73K

Mar 31, 26

+970

0.00%

CIBC WORLD MARKET INC.

12.43K

Mar 31, 26

+2.50K

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

12.04K

Mar 31, 26

-76

0.00%

Federation des caisses Desjardins du Quebec

11.89K

Mar 31, 26

+4.38K

0.00%

Colony Group, LLC

11.77K

Mar 31, 26

+716

0.00%

Mount Yale Investment Advisors, LLC

11.74K

Mar 31, 26

+5.45K

0.00%

Vestmark Advisory Solutions, Inc.

11.74K

Mar 31, 26

+5.45K

0.00%

Breakwater Capital Group

11.46K

Mar 31, 26

-152

0.00%

ALTERNA WEALTH MANAGEMENT, INC

11.36K

Mar 31, 26

-52

0.00%

DAVIDSON TRUST CO

11.35K

Mar 31, 26

-1.05K

0.00%

United Advisor Group, LLC

11.21K

Mar 31, 26

+519

0.00%

Koss-Olinger Consulting, LLC

11.04K

Mar 31, 26

+11.04K

0.00%

Private Advisor Group, LLC

10.96K

Mar 31, 26

+350

0.00%

Summit Financial, LLC

10.93K

Mar 31, 26

+123

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

10.86K

Mar 31, 26

+4.46K

0.00%

CAHABA WEALTH MANAGEMENT, INC.

10.82K

Mar 31, 26

+83

0.00%

1900 WEALTH MANAGEMENT LLC

10.64K

Mar 31, 26

0.00%

AE Wealth Management LLC

10.59K

Mar 31, 26

-4.64K

0.00%

EXENCIAL WEALTH ADVISORS, LLC

10.56K

Mar 31, 26

+545

0.00%

Cerity Partners LLC

10.50K

Mar 31, 26

-2.73K

0.00%

Perigon Wealth Management, LLC

10.31K

Mar 31, 26

+967

0.00%

Oxinas Partners Wealth Management LLC

10.17K

Mar 31, 26

+10.17K

0.00%

XTX Topco Ltd

10.11K

Mar 31, 26

+10.11K

0.00%

Kelly Financial Services LLC

9.97K

Mar 31, 26

+9.97K

0.00%

Regal Investment Advisors LLC

9.82K

Mar 31, 26

+86

0.00%

Foundations Investment Advisors, LLC

9.60K

Mar 31, 26

-1.29K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

9.54K

Mar 31, 26

+1.91K

0.00%

Wescott Financial Advisory Group, LLC

9.17K

Mar 31, 26

+70

0.00%

MANNING & NAPIER ADVISORS LLC

9.13K

Mar 31, 26

-329.37K

0.00%

Accurate Wealth Management, LLC

8.91K

Mar 31, 26

+630

0.00%

BENJAMIN EDWARDS INC

8.70K

Mar 31, 26

+1.29K

0.00%

Snowden Capital Advisors LLC

8.54K

Mar 31, 26

+1.68K

0.00%

RHS Financial, LLC

8.40K

Mar 31, 26

+8.40K

0.00%

CI Private Wealth, LLC

8.29K

Mar 31, 26

-8.11K

0.00%

Catalytic Wealth RIA, LLC

8.29K

Mar 31, 26

+81

0.00%

Moors & Cabot, Inc.

8.25K

Mar 31, 26

+206

0.00%

Valley Financial Group, Inc.

8.23K

Mar 31, 26

+234

0.00%

Diversified Enterprises, LLC

8.22K

Mar 31, 26

-44

0.00%

CAHILL FINANCIAL ADVISORS INC

7.84K

Mar 31, 26

-2.08K

0.00%

PRIVATE TRUST CO NA

7.80K

Mar 31, 26

+727

0.00%

PFG Advisors

7.80K

Mar 31, 26

+527

0.00%

FLAGSTAR ADVISORS INC.

7.77K

Mar 31, 26

-157

0.00%

Ausdal Financial Partners, Inc.

7.60K

Mar 31, 26

+86

0.00%

TWO SIGMA SECURITIES, LLC

7.52K

Mar 31, 26

-2.20K

0.00%

StoneX Group Inc.

7.29K

Mar 31, 26

+7.29K

0.00%

Meridian Wealth Management, LLC

7.16K

Mar 31, 26

+7.16K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

7.11K

Mar 31, 26

+79

0.00%

Prospera Financial Services Inc

7.11K

Mar 31, 26

+1.53K

0.00%

Spectrum Strategic Capital Management, LLC

7.00K

Mar 31, 26

+14

0.00%

SBI Securities Co., Ltd.

6.95K

Mar 31, 26

-1.75K

0.00%

Capital Square, LLC

6.90K

Mar 31, 26

-11.21K

0.00%

ShoreHaven Wealth Partners, LLC

6.87K

Mar 31, 26

+1.42K

0.00%

Signal Advisors Wealth, LLC

6.73K

Mar 31, 26

+164

0.00%

LYELL WEALTH MANAGEMENT, LP

6.71K

Mar 31, 26

0.00%

Joule Financial, LLC

6.66K

Mar 31, 26

+6.66K

0.00%

Avantax Planning Partners, Inc.

6.58K

Mar 31, 26

+1.12K

0.00%

Envestnet Portfolio Solutions, Inc.

6.56K

Mar 31, 26

-19.79K

0.00%

Meadow Creek Wealth Advisors LLC

6.46K

Mar 31, 26

-20

0.00%

HARBOR CAPITAL ADVISORS, INC.

6.45K

Mar 31, 26

-59

0.00%

MISSION WEALTH MANAGEMENT, LP

6.32K

Mar 31, 26

+490

0.00%

Apollon Wealth Management, LLC

6.28K

Mar 31, 26

-2.43K

0.00%

Chicago Partners Investment Group LLC

6.10K

Mar 31, 26

+137

0.00%

IPG Investment Advisors LLC

6.03K

Mar 31, 26

-19

0.00%

Lido Advisors, LLC

5.90K

Mar 31, 26

+565

0.00%

COMMERCE BANK

5.90K

Mar 31, 26

+5.90K

0.00%

Kestra Investment Management, LLC

5.84K

Mar 31, 26

-1.01M

0.00%

True North Advisors, LLC

5.61K

Mar 31, 26

+42

0.00%

Synergy Investment Management, LLC

5.56K

Mar 31, 26

+227

0.00%

Root Financial Partners, LLC

5.51K

Mar 31, 26

+868

0.00%

NOESIS CAPITAL MANGEMENT CORP

5.42K

Mar 31, 26

0.00%

Southland Equity Partners LLC

5.37K

Mar 31, 26

0.00%

TD Capital Management LLC

5.35K

Mar 31, 26

0.00%

Sterling Investment Counsel, LLC

5.13K

Mar 31, 26

+5.13K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

5.12K

Mar 31, 26

0.00%

Stewardship Advisors, LLC

5.09K

Mar 31, 26

+360

0.00%

Azimuth Capital Investment Management LLC

5.09K

Mar 31, 26

-70

0.00%

Facet Wealth, Inc.

5.08K

Mar 31, 26

+5.08K

0.00%

NIXON PEABODY TRUST CO

5.05K

Mar 31, 26

+5.05K

0.00%

Ledyard National Bank

5.02K

Mar 31, 26

0.00%

Stratos Wealth Partners, LTD.

5.00K

Mar 31, 26

-1.01K

0.00%

Destiny Wealth Partners, LLC

4.98K

Mar 31, 26

0.00%

Wedmont Private Capital

4.90K

Mar 31, 26

+4.90K

0.00%

SONATA CAPITAL GROUP INC

4.72K

Mar 31, 26

0.00%

JAMES INVESTMENT RESEARCH INC

4.69K

Mar 31, 26

0.00%

CENTRAL VALLEY ADVISORS, LLC

4.68K

Mar 31, 26

+4.68K

0.00%

FLYNN ZITO CAPITAL MANAGEMENT, LLC

4.61K

Mar 31, 26

+4.61K

0.00%

Quantinno Capital Management LP

4.46K

Mar 31, 26

+4.46K

0.00%

Fort Point Capital Partners LLC

4.31K

Mar 31, 26

+172

0.00%

Fountainhead AM, LLC

4.12K

Mar 31, 26

+4.12K

0.00%

Independent Advisor Alliance

4.10K

Mar 31, 26

+4.10K

0.00%

IHT Wealth Management, LLC

4.06K

Mar 31, 26

-435

0.00%

Essex Savings Bank

3.99K

Mar 31, 26

+3.99K

0.00%

Second Line Capital, LLC

3.93K

Mar 31, 26

+3.93K

0.00%

Truvestments Capital LLC

3.82K

Mar 31, 26

-584

0.00%

Asset Dedication, LLC

3.78K

Mar 31, 26

+3.50K

0.00%

CoreCap Advisors, LLC

3.77K

Mar 31, 26

+1.81K

0.00%

Sound Income Strategies, LLC

3.63K

Mar 31, 26

0.00%

RICHARDSON FINANCIAL SERVICES INC.

3.38K

Mar 31, 26

+145

0.00%

North Star Investment Management Corp.

3.31K

Mar 31, 26

+25

0.00%

WOLFF WIESE MAGANA LLC

2.90K

Mar 31, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

2.65K

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

2.63K

Mar 31, 26

-3.36K

0.00%

Ronald Blue Trust, Inc.

2.36K

Mar 31, 26

+773

0.00%

Western Wealth Management, LLC

2.24K

Mar 31, 26

+2.24K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.23K

Mar 31, 26

0.00%

REAP Financial Group, LLC

2.16K

Mar 31, 26

0.00%

LFA - Lugano Financial Advisors SA

2.12K

Mar 31, 26

0.00%

Rossby Financial, LCC

2.08K

Mar 31, 26

+2.07K

0.00%

WPG Advisers, LLC

2.08K

Mar 31, 26

-47

0.00%

Colonial Trust Co / SC

2.01K

Mar 31, 26

+22

0.00%

Legacy Wealth Managment, LLC/ID

1.88K

Mar 31, 26

-11

0.00%

VANGUARD ADVISERS INC

1.77K

Mar 31, 26

+1.77K

0.00%

HARBOUR INVESTMENTS, INC.

1.74K

Mar 31, 26

-1.02K

0.00%

Pacifica Partners Inc.

1.71K

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

1.63K

Mar 31, 26

+1.63K

0.00%

Advisory Services Network, LLC

1.60K

Mar 31, 26

+1.60K

0.00%

Archer Investment Corp

1.59K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

1.56K

Mar 31, 26

+786

0.00%

Independence Bank of Kentucky

1.56K

Mar 31, 26

-63

0.00%

Golden State Wealth Management, LLC

1.40K

Mar 31, 26

+234

0.00%

Parallel Advisors, LLC

1.37K

Mar 31, 26

-544

0.00%

Pinnacle Bancorp, Inc.

1.33K

Mar 31, 26

+75

0.00%

Kingdom Financial Group LLC.

1.33K

Mar 31, 26

+804

0.00%

Lloyd Advisory Services, LLC.

1.33K

Mar 31, 26

+1.28K

0.00%

AMERICAN NATIONAL BANK

1.30K

Mar 31, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.25K

Mar 31, 26

+1.25K

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

1.24K

Mar 31, 26

0.00%

Rossmore Private Capital

1.21K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.11K

Mar 31, 26

-5

0.00%

CENTRAL TRUST Co

1.05K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

1.03K

Mar 31, 26

+137

0.00%

Murphy & Mullick Capital Management Corp

975

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

900

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

882

Mar 31, 26

-1.87K

0.00%

AlphaCore Capital LLC

789

Mar 31, 26

+789

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

719

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

700

Mar 31, 26

-812

0.00%

HARBOR INVESTMENT ADVISORY, LLC

682

Mar 31, 26

+661

0.00%

Creative Capital Management Investments LLC

666

Mar 31, 26

+666

0.00%

Quest 10 Wealth Builders, Inc.

605

Mar 31, 26

0.00%

Bay Harbor Wealth Management, LLC

598

Mar 31, 26

+135

0.00%

Clearstead Advisors, LLC

590

Mar 31, 26

-2.13K

0.00%

Dunhill Financial, LLC

570

Mar 31, 26

+148

0.00%

Rialto Wealth Management, LLC

566

Mar 31, 26

+566

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

526

Mar 31, 26

+19

0.00%

Addison Advisors LLC

486

Mar 31, 26

0.00%

Winthrop Capital Management, LLC

485

Mar 31, 26

0.00%

Anchor Investment Management, LLC

463

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

456

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

453

Mar 31, 26

0.00%

Key FInancial Inc

448

Mar 31, 26

-66

0.00%

Delos Wealth Advisors, LLC

443

Mar 31, 26

+138

0.00%

SIGNATUREFD, LLC

411

Mar 31, 26

+411

0.00%

Piscataqua Savings Bank

396

Mar 31, 26

0.00%

Cheviot Value Management, LLC

389

Mar 31, 26

0.00%

LRI Investments, LLC

375

Mar 31, 26

0.00%

Harel Insurance Investments & Financial Services Ltd.

360

Mar 31, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

354

Mar 31, 26

0.00%

Millstone Evans Group, LLC

352

Mar 31, 26

0.00%

Investors Research Corp

338

Mar 31, 26

0.00%

Arlington Trust Co LLC

320

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

307

Mar 31, 26

+307

0.00%

HANTZ FINANCIAL SERVICES, INC.

284

Mar 31, 26

-19

0.00%

BankPlus Trust Department

274

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

256

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

250

Mar 31, 26

+51

0.00%

IFP Advisors, Inc

249

Mar 31, 26

-616

0.00%

HHM Wealth Advisors, LLC

204

Mar 31, 26

-108

0.00%

Virtus ETF Advisers LLC

200

Mar 31, 26

+67

0.00%

NOMURA ASSET MANAGEMENT CO LTD

200

Mar 31, 26

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

186

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

182

Mar 31, 26

-15

0.00%

HUNTINGTON NATIONAL BANK

176

Mar 31, 26

0.00%

High Note Wealth, LLC

174

Mar 31, 26

0.00%

Axiom Investment Management LLC

168

Mar 31, 26

+168

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

164

Mar 31, 26

+91

0.00%

Strategic Wealth Partners, Ltd.

160

Mar 31, 26

-13

0.00%

Activest Wealth Management

160

Mar 31, 26

+160

0.00%

SouthState Corp

160

Mar 31, 26

-136

0.00%

Olistico Wealth, LLC

151

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

150

Mar 31, 26

-121

0.00%

Bogart Wealth, LLC

150

Mar 31, 26

0.00%

Daiwa Securities Group Inc.

149

Mar 31, 26

+69

0.00%

Princeton Global Asset Management LLC

148

Mar 31, 26

-202

0.00%

TRUST CO OF TOLEDO NA /OH/

135

Mar 31, 26

0.00%

LOWE BROCKENBROUGH & CO INC

125

Mar 31, 26

0.00%

Nemes Rush Group LLC

117

Mar 31, 26

+106

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

102

Mar 31, 26

-88

0.00%

MOTCO

Mar 31, 26

-77

0.00%

EPG Wealth Management LLC

Mar 31, 26

0.00%

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

Mar 31, 26

+79

0.00%

Capital Analysts, LLC

Mar 31, 26

-1.10K

0.00%

Davis Capital Management

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

-10

0.00%

WestEnd Advisors, LLC

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

POM Investment Strategies, LLC

Mar 31, 26

0.00%

Clearstead Trust, LLC

Mar 31, 26

0.00%

HARRIS ASSOCIATES L P

Mar 31, 26

+50

0.00%

CHAPMAN FINANCIAL GROUP, LLC

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

-12

0.00%

HM PAYSON & CO

Mar 31, 26

+41

0.00%

Vermillion Wealth Management, Inc.

Mar 31, 26

-21

0.00%

MBM Wealth Consultants, LLC

Mar 31, 26

+30

0.00%

PITTENGER & ANDERSON INC

Mar 31, 26

+29

0.00%

N.E.W. Advisory Services LLC

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

+26

0.00%

PayPay Securities Corp

Mar 31, 26

-7

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

-7

0.00%

Global Wealth Strategies & Associates

Mar 31, 26

0.00%

Hurley Capital, LLC

Mar 31, 26

+20

0.00%

Coston, McIsaac & Partners

Mar 31, 26

-301

0.00%

Burk Holdings LLC

Mar 31, 26

+19

0.00%

CURIO WEALTH, LLC

Mar 31, 26

+17

0.00%

SOA Wealth Advisors, LLC.

Mar 31, 26

+16

0.00%

DUNCKER STREETT & CO INC

Mar 31, 26

+11

0.00%

Coastal Investment Advisors, Inc.

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

HighMark Wealth Management LLC

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

BlueCrest Capital Management Ltd

Mar 31, 26

0.00%

Kozak & Associates, Inc.

Mar 31, 26

-237

0.00%

Stone House Investment Management, LLC

Mar 31, 26

-527

TORONTO DOMINION BANK

Mar 31, 26

-699

YANKCOM Partnership

Mar 31, 26

-622

DecisionPoint Financial, LLC

Mar 31, 26

-187

Cyndeo Wealth Partners, LLC

Mar 31, 26

-5.92K

Global Assets Advisory, LLC

Mar 31, 26

-4.26K

Diversify Advisory Services, LLC

Mar 31, 26

-243.59K

Centennial Bank/AR/

Mar 31, 26

-1.27K

Magnus Financial Group LLC

Mar 31, 26

-5.52K

Runnymede Capital Advisors, Inc.

Mar 31, 26

-175.02K

Atria Investments, Inc

Mar 31, 26

-9.80K

Integrity Investment Advisors, LLC

Mar 31, 26

-4.60K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-387

Apollon Financial, LLC

Mar 31, 26

-11.87K

Impact Capital Partners LLC

Mar 31, 26

-4.91K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-21.31K

Pictet North America Advisors SA

Mar 31, 26

-12.28K

RMB Capital Management, LLC

Mar 31, 26

-9.46K

Valeo Financial Advisors, LLC

Mar 31, 26

-10.13K

Cape Investment Advisory, Inc.

Mar 31, 26

-1.25K

Atlantic Union Bankshares Corp

Mar 31, 26

-265

Wealth Watch Advisors, INC

Mar 31, 26

-17

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-32

VERUS CAPITAL PARTNERS, LLC

Mar 31, 26

-4.32K

Allspring Global Investments Holdings, LLC

Mar 31, 26

-33

Vontobel Holding Ltd.

Mar 31, 26

-125.00K

TCTC Holdings, LLC

Mar 31, 26

-2.06K

Focus Financial Network, Inc.

Mar 31, 26

-8.15K

Quent Capital, LLC

Mar 31, 26

-9

Long Run Wealth Advisors, LLC

1.20M

Dec 31, 25

+27.82K

0.35%

COMERICA BANK

123.58K

Dec 31, 25

-838

0.04%

TRANSATLANTIQUE PRIVATE WEALTH LLC

49.84K

Dec 31, 25

+7.38K

0.01%

Global Retirement Partners, LLC

32.05K

Dec 31, 25

+6.17K

0.01%

Tolleson Wealth Management, Inc.

29.23K

Dec 31, 25

-2.64K

0.01%

SageView Advisory Group, LLC

6.91K

Dec 31, 25

+13

0.00%

CIBC Private Wealth Group, LLC

4.71K

Dec 31, 25

-620

0.00%

CAPE COD FIVE CENTS SAVINGS BANK

4.22K

Dec 31, 25

0.00%

FineMark National Bank & Trust

3.90K

Dec 31, 25

-50

0.00%

ORG Partners LLC

3.84K

Dec 31, 25

-5

0.00%

TRUST CO OF VERMONT

307

Dec 31, 25

-567

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+40

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-425

Northwest Capital Management Inc

Dec 31, 25

-9

Motiv8 Investments LLC

Dec 31, 25

-115.75K

Heritage Wealth Advisors

Dec 31, 25

-30

Sensible Financial Planning & Management, LLC.

1.41M

Sep 30, 25

+15.50K

0.42%

Lion Street Advisors, LLC

19.20K

Sep 30, 25

-1.40K

0.01%

Bristlecone Advisors, LLC

17.29K

Sep 30, 25

+17.29K

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

13.63K

Sep 30, 25

+506

0.00%

SYNOVUS FINANCIAL CORP

10.43K

Sep 30, 25

+227

0.00%

PINNACLE FINANCIAL PARTNERS INC

7.56K

Sep 30, 25

+7.56K

0.00%

AllSquare Wealth Management LLC

250

Sep 30, 25

0.00%

Guerra Advisors Inc

137

Sep 30, 25

+137

0.00%

New Century Financial Group, LLC

Sep 30, 25

-7.24K

AVANTAX ADVISORY SERVICES, INC.

87.67K

Jun 30, 25

+7.96K

0.03%

Atria Wealth Solutions, Inc.

39.09K

Jun 30, 25

-10.65K

0.01%

DHK Financial Advisors, Inc.

10.80K

Jun 30, 25

-10.80K

0.00%

Blue Investment Partners LLC

5.42K

Jun 30, 25

+5.42K

0.00%

Congress Wealth Management LLC / DE /

5.24K

Jun 30, 25

+5.24K

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.51K

Jun 30, 25

+1.51K

0.00%

First Horizon Advisors, Inc.

1.39K

Jun 30, 25

+834

0.00%

Financial Gravity Companies, Inc.

757

Jun 30, 25

+757

0.00%

Legacy Investment Solutions, LLC

101

Jun 30, 25

+101

0.00%

US FINANCIAL ADVISORS, LLC

110.06K

Mar 31, 25

+4.06K

0.03%

Aveo Capital Partners, LLC

7.38K

Mar 31, 25

-87.47K

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.51K

Mar 31, 25

+11

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

BOSTON FINANCIAL MANGEMENT LLC

505.03K

Dec 31, 24

+16.33K

0.15%

Quantitative Strategies, Inc.

96.27K

Dec 31, 24

-118

0.03%

HART & PATTERSON FINANCIAL GROUP LLC

60.04K

Dec 31, 24

+1.45K

0.02%

Anchor Pointe Wealth Management, LLC

24.08K

Dec 31, 24

+24.08K

0.01%

Bison Wealth, LLC

4.57K

Dec 31, 24

-221

0.00%

Sanctuary Wealth Management, L.L.C.

102

Dec 31, 24

0.00%

Carlson Capital Management

Dec 31, 24

-6.21K

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-688

RAYMOND JAMES & ASSOCIATES

520.32K

Sep 30, 24

-8.73K

0.15%

Brophy Wealth Management, LLC

101.13K

Sep 30, 24

+101.13K

0.03%

Raymond James Financial Services Advisors, Inc.

49.05K

Sep 30, 24

+4.97K

0.01%

Family Asset Management, LLC

22.48K

Sep 30, 24

-313

0.01%

Kingfisher Capital LLC

18.48K

Sep 30, 24

-1.37K

0.01%

RAYMOND JAMES TRUST N.A.

14.18K

Sep 30, 24

-230

0.00%

Peterson Financial Group, Inc.

11.83K

Sep 30, 24

-1.03K

0.00%

Edmonds Duncan Registered Investment Advisors, LLC

4.75K

Sep 30, 24

+218

0.00%

FinTrust Capital Advisors, LLC

3.14K

Sep 30, 24

0.00%

First Personal Financial Services

Sep 30, 24

0.00%

Syntrinsic LLC

Sep 30, 24

-75

BlackRock Inc.

7.12M

Jun 30, 24

+1.38M

2.11%

Arden Trust Co

25.04K

Jun 30, 24

+604

0.01%

ICA Group Wealth Management, LLC

250

Jun 30, 24

-351

0.00%

Cetera Advisor Networks LLC

520.97K

Mar 31, 24

-99.81K

0.15%

Manning & Napier Group, LLC

429.67K

Mar 31, 24

-17.22K

0.13%

Ratio Wealth Group

405.97K

Mar 31, 24

+33.53K

0.12%

Cetera Advisors LLC

77.95K

Mar 31, 24

+42.83K

0.02%

Coulter & Justus Financial Services, LLC

4.95K

Mar 31, 24

+4.95K

0.00%

Credential Qtrade Securities Inc.

3.61K

Mar 31, 24

0.00%

Retirement Group, LLC

286

Mar 31, 24

0.00%

Bartlett & Co. LLC

93.69K

Dec 31, 23

+93.69K

0.03%

DFPG INVESTMENTS, LLC

53.76K

Dec 31, 23

+3.31K

0.02%

Simplicity Solutions, LLC

5.33K

Dec 31, 23

+118

0.00%

WEALTHSOURCE PARTNERS, LLC

Dec 31, 23

-12.23K

New Legacy Group, LLC

7.60K

Sep 30, 23

0.00%

ADVISOR PARTNERS II, LLC

6.69K

Sep 30, 23

-23.30K

0.00%

Icon Wealth Partners, LLC

3.29K

Sep 30, 23

+28

0.00%

PICTET ASSET MANAGEMENT SA

115.79K

Jun 30, 23

+365

0.03%

TIAA, FSB

98.52K

Jun 30, 23

+98.52K

0.03%

BerganKDV Wealth Management, LLC

39.63K

Jun 30, 23

-4.04K

0.01%

Endurance Wealth Management, Inc.

Jun 30, 23

0.00%

Personal Capital Advisors Corp

9.74M

Dec 31, 22

+9.74M

2.89%

CAPRIN ASSET MANAGEMENT LLC /ADV

600

Dec 31, 22

+600

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

-37

MUFG Americas Holdings Corp

212.51K

Sep 30, 22

-1.20K

0.06%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

27.00K

Sep 30, 22

-5.83K

0.01%

American Portfolios Advisors

3.69K

Sep 30, 22

-157

0.00%

Spectrum Management Group, LLC

1.88K

Sep 30, 22

+858

0.00%

KerberRose Wealth Management, LLC

50.50K

Jun 30, 22

+50.50K

0.01%

B. Riley Wealth Management, Inc.

7.48K

Jun 30, 22

-49

0.00%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

Jun 30, 22

-4.52K

Private Capital Group, LLC

Jun 30, 22

-1.35K

People's United Financial, Inc.

469.17K

Mar 31, 22

+265.15K

0.14%

CAPITAL ONE FINANCIAL CORP

75.86K

Mar 31, 22

-419.49K

0.02%

IndexIQ Advisors LLC

12.30K

Mar 31, 22

+6.32K

0.00%

Livingston Group Asset Management CO (operating as Southport Capital Management)

4.29K

Mar 31, 22

-156

0.00%

Azimuth Capital Management LLC

4.03K

Mar 31, 22

+130

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

Mar 31, 22

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

0.00%

MD Financial Management Inc.

560.10K

Dec 31, 21

-5.41K

0.17%

Pantheon Investment Group, LLC

4.20K

Dec 31, 21

-639

0.00%

Carroll Financial Associates, Inc.

2.96K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

172

Dec 31, 21

+54

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

91.20K

Sep 30, 21

-2.19K

0.03%

FEDERAL RESERVE BANK OF NEW YORK

2.01M

Jun 30, 21

-991.06K

0.59%

PICTET ASSET MANAGEMENT LTD

132.92K

Jun 30, 21

+2.54K

0.04%

PNC Managed Account Solutions, Inc.

103.08K

Jun 30, 21

+103.08K

0.03%

Pinnacle Advisory Group, Inc.

1.54M

Mar 31, 21

+266.82K

0.46%

BBVA USA Bancshares, Inc.

95.58K

Mar 31, 21

+95.58K

0.03%

Swift Run Capital Management, LLC

3.38K

Dec 31, 20

0.00%

First Allied Advisory Services, Inc.

6.41K

Sep 30, 20

+695

0.00%

LifePlan Financial Group, Inc

603

Sep 30, 20

-243

0.00%

BOYS ARNOLD & CO INC

26.10K

Mar 31, 20

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

57.59K

Dec 31, 19

-3.55K

0.02%

Advisor Group, Inc.

23.09K

Dec 31, 19

-2.33K

0.01%

SUNTRUST BANKS INC

1.45M

Sep 30, 19

+31.89K

0.43%

BB&T SECURITIES, LLC

76.33K

Sep 30, 19

+6.98K

0.02%

Wealth & Pension Services Group, Inc.

28.36K

Sep 30, 19

-370

0.01%

BOSTON ADVISORS LLC

Sep 30, 19

-6.36K

Delek Group, Ltd.

10.32K

Jun 30, 19

0.00%

TRUST DEPARTMENT MB FINANCIAL BANK N A

17.95K

Mar 31, 19

0.01%

Credential Securities Inc.

1.47K

Jun 30, 18

0.00%

FinTrust Investment Advisory Services, LLC

Mar 31, 18

-1.79K

Cornerstone Financial Partners, LLC

2.21K

Dec 31, 17

-19.24K

0.00%

WealthShield, LLC

465

Dec 31, 17

+465

0.00%

BB&T INVESTMENT SERVICES, INC.

274

Dec 31, 17

+19

0.00%

Commonwealth Equity Services, Inc

11.88K

Jun 30, 17

+1.53K

0.00%

Virtu KCG Holdings LLC

5.32K

Jun 30, 17

+5.32K

0.00%

ROBSHAW & JULIAN ASSOCIATES INC

1.90K

Jun 30, 17

0.00%

Independent Portfolio Consultants, Inc.

Jun 30, 17

-5

0.00%

Clarity Capital KCPS Ltd.

3.31K

Mar 31, 17

+3.31K

0.00%

BlackRock Fund Advisors

1.59M

Dec 31, 16

+383.81K

0.47%

BlackRock Investment Management, LLC

103.81K

Dec 31, 16

+52.03K

0.03%

BLACKROCK ADVISORS LLC

52.86K

Dec 31, 16

+2.06K

0.02%

Braver Wealth Management, LLC

3.73K

Dec 31, 16

+3.73K

0.00%

BlackRock Japan Co. Ltd

2.88K

Dec 31, 16

-512

0.00%

MSI Financial Services Inc

2.05K

Dec 31, 16

+274

0.00%

SOCIETE GENERALE

6.94K

Jun 30, 16

+6.94K

0.00%

Investors Capital Advisory Services

2.66K

Jun 30, 16

0.00%

MANAGED ACCOUNT ADVISORS LLC

3.31K

Jun 30, 15

-2.19K

0.00%

Placemark Investments, Inc.

45.39K

Dec 31, 14

+9.33K

0.01%

NEW ENGLAND SECURITIES CORP /MA/

218

Dec 31, 14

-101

0.00%

UBS AG

74.62K

Sep 30, 14

+2.41K

0.02%

Stifel Trust Company, N.A.

1.00K

Sep 30, 14

-450

0.00%

1919 Investment Counsel, LLC

555

Sep 30, 14

-100

0.00%

Jane Street Holding, LLC

128.49K

Dec 31, 13

+83.68K

0.04%

KNIGHT CAPITAL GROUP LLC

2.22K

Jun 30, 13

-22.17K

0.00%

CITY NATIONAL ROCHDALE, LLC

22.91K

Dec 31, 12

+22.91K

0.01%

First Allied Securities, Inc.

6.39K

Jun 30, 12

+1.72K

0.00%

RBC Private Counsel (USA) Inc.

100

Sep 30, 09

+100

0.00%

RBC Phillips, Hager & North Investment Counsel Inc.

Sep 30, 09

-100