Vanguard Long-Term Treasury Fund(VGLT)

$55.02▲0.23 (41.98%)

Chart

Vanguard Long-Term Treasury Fund(VGLT)

NASDAQ

$55.02▲0.23 (41.98%)

Chart Studio

VGLT(VGLT)

VGLT

Overview Intelligence Chart Fundamentals Key Metrics Earnings Growth Analysts Financials Insiders Institutional

Institutional Ownership

Top 549 Institutional Holders

Holder	Shares	Date	Change	% Held
Cassaday & Co Wealth Management LLC	4.87M	Mar 31, 26	+147.42K	1.88%
ENVESTNET ASSET MANAGEMENT INC	2.77M	Mar 31, 26	+469.74K	1.07%
Mirae Asset Global Investments Co., Ltd.	2.38M	Mar 31, 26	-306.00K	0.92%
LPL Financial LLC	2.29M	Mar 31, 26	+191.73K	0.88%
Strategic Financial Services, Inc,	1.31M	Mar 31, 26	+34.97K	0.50%
FIFTH THIRD BANCORP	1.21M	Mar 31, 26	+1.21M	0.47%
UBS Group AG	1.12M	Mar 31, 26	-117.27K	0.43%
TRUIST FINANCIAL CORP	1.05M	Mar 31, 26	+9.97K	0.41%
Prime Capital Investment Advisors, LLC	1.04M	Mar 31, 26	-8.07K	0.40%
Forum Financial Management, LP	896.21K	Mar 31, 26	+153.20K	0.35%
Rainwater Charitable Foundation	886.45K	Mar 31, 26	--	0.34%
Bank of New York Mellon Corp	867.09K	Mar 31, 26	+129.00K	0.33%
Ironwood Wealth Management, LLC.	809.47K	Mar 31, 26	+18.77K	0.31%
ASSETMARK, INC	802.47K	Mar 31, 26	+14.60K	0.31%
Barry Investment Advisors, LLC	727.54K	Mar 31, 26	+10.04K	0.28%
MANNING & NAPIER ADVISORS LLC	650.60K	Mar 31, 26	+175.23K	0.25%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	640.00K	Mar 31, 26	+70.00K	0.25%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	605.35K	Mar 31, 26	+34.27K	0.23%
Facet Wealth, Inc.	604.76K	Mar 31, 26	+50.57K	0.23%
Wealthfront Advisers LLC	465.80K	Mar 31, 26	-19.87K	0.18%
Checchi Capital Advisers, LLC	444.81K	Mar 31, 26	+35.87K	0.17%
Tortoise Investment Management, LLC	438.65K	Mar 31, 26	-16	0.17%
NOTTINGHAM ADVISORS, INC.	402.84K	Mar 31, 26	+48.63K	0.16%
Klaas Financial Asset Advisors, LLC	393.83K	Mar 31, 26	+393.83K	0.15%
Gleason Group, Inc.	355.72K	Mar 31, 26	+2.54K	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	334.31K	Mar 31, 26	-214.87K	0.13%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	322.60K	Mar 31, 26	+69.11K	0.12%
RETIREMENT FINANCIAL SOLUTIONS, LLC	318.41K	Mar 31, 26	+2.97K	0.12%
FINANCIAL LIFE ADVISORS	292.88K	Mar 31, 26	+13.71K	0.11%
HighTower Advisors, LLC	288.08K	Mar 31, 26	+150.62K	0.11%
KEYBANK NATIONAL ASSOCIATION/OH	264.33K	Mar 31, 26	+5.53K	0.10%
JOHNSON INVESTMENT COUNSEL INC	250.91K	Mar 31, 26	+250.91K	0.10%
Aurelius Family Office LLC	218.50K	Mar 31, 26	+6.88K	0.08%
Mount Yale Investment Advisors, LLC	204.12K	Mar 31, 26	+10.78K	0.08%
Fisher Asset Management, LLC	202.96K	Mar 31, 26	-28.09K	0.08%
VICUS CAPITAL	188.28K	Mar 31, 26	+3.75K	0.07%
DIVERSIFY WEALTH MANAGEMENT, LLC	180.18K	Mar 31, 26	+65.04K	0.07%
Compass Advisory Group LLC	176.22K	Mar 31, 26	+4.61K	0.07%
COURIER CAPITAL LLC	154.59K	Mar 31, 26	+23.26K	0.06%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	144.85K	Mar 31, 26	+996	0.06%
EXENCIAL WEALTH ADVISORS, LLC	141.05K	Mar 31, 26	-396	0.05%
Towneley Capital Management, Inc / DE	139.99K	Mar 31, 26	+5.25K	0.05%
Red Tortoise LLC	139.54K	Mar 31, 26	-6.93K	0.05%
Bell Investment Advisors, Inc	139.43K	Mar 31, 26	+22.50K	0.05%
MATHER GROUP, LLC.	138.22K	Mar 31, 26	-1.77K	0.05%
INSIGHT 2811, INC.	135.25K	Mar 31, 26	+6.60K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	127.31K	Mar 31, 26	+27.92K	0.05%
FIRST NATIONAL TRUST CO	126.43K	Mar 31, 26	-500	0.05%
Cambridge Investment Research Advisors, Inc.	123.68K	Mar 31, 26	-26.56K	0.05%
RHS Financial, LLC	122.86K	Mar 31, 26	+37.16K	0.05%
Tandem Financial, LLC	120.67K	Mar 31, 26	-32.74K	0.05%
Resources Investment Advisors, LLC.	118.08K	Mar 31, 26	+1.00K	0.05%
Ackerman Capital Advisors, LLC	112.35K	Mar 31, 26	+8.19K	0.04%
Total Clarity Wealth Management, Inc.	106.13K	Mar 31, 26	+91.17K	0.04%
Quadratic Capital Management LLC	105.82K	Mar 31, 26	-21.00K	0.04%
S. R. Schill & Associates	104.84K	Mar 31, 26	+5.83K	0.04%
Ronald Blue Trust, Inc.	98.16K	Mar 31, 26	-100	0.04%
Act Two Investors LLC	97.83K	Mar 31, 26	-9.86K	0.04%
GREENWOOD CAPITAL ASSOCIATES LLC	95.08K	Mar 31, 26	+22.07K	0.04%
Focus Financial Network, Inc.	90.11K	Mar 31, 26	+6.99K	0.03%
Gladwyn Financial Advisors, Inc.	84.75K	Mar 31, 26	+2.15K	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	83.97K	Mar 31, 26	+7.04K	0.03%
KITCHING PARTNERS, LLC	80.58K	Mar 31, 26	+795	0.03%
True North Advisors, LLC	76.44K	Mar 31, 26	+76.44K	0.03%
Signal Advisors Wealth, LLC	73.92K	Mar 31, 26	+12.72K	0.03%
Walkner Condon Financial Advisors LLC	73.60K	Mar 31, 26	+3.15K	0.03%
MML INVESTORS SERVICES, LLC	72.48K	Mar 31, 26	-20.56K	0.03%
Versant Capital Management, Inc	71.60K	Mar 31, 26	+2.33K	0.03%
WBH ADVISORY INC	69.82K	Mar 31, 26	+15.12K	0.03%
Skyline Advisors, Inc.	64.33K	Mar 31, 26	+19.96K	0.02%
DAVENPORT & Co LLC	62.81K	Mar 31, 26	+62.81K	0.02%
REGIONS FINANCIAL CORP	59.49K	Mar 31, 26	-46	0.02%
Perigon Wealth Management, LLC	59.30K	Mar 31, 26	+3.06K	0.02%
Virtue Capital Management, LLC	58.24K	Mar 31, 26	+58.24K	0.02%
SMART Wealth LLC	57.39K	Mar 31, 26	-8.17K	0.02%
SBI Securities Co., Ltd.	55.41K	Mar 31, 26	-18.87K	0.02%
FIDUCIARY FINANCIAL GROUP, LLC	54.86K	Mar 31, 26	+39.32K	0.02%
Miller Financial Services LLC	52.29K	Mar 31, 26	+38.62K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	46.59K	Mar 31, 26	+6.44K	0.02%
JAMES INVESTMENT RESEARCH INC	45.77K	Mar 31, 26	-10.44K	0.02%
Transcendent Capital Group LLC	45.30K	Mar 31, 26	+383	0.02%
Axiom Financial Strategies, LLC	45.09K	Mar 31, 26	-583	0.02%
QUATTRO FINANCIAL ADVISORS LLC	42.30K	Mar 31, 26	+42.30K	0.02%
Thrive Capital Management, LLC	38.54K	Mar 31, 26	-4.85K	0.01%
Farther Finance Advisors, LLC	37.23K	Mar 31, 26	+20.84K	0.01%
GOULD ASSET MANAGEMENT LLC /CA/	36.62K	Mar 31, 26	-2.79K	0.01%
Simplicity Wealth,LLC	36.54K	Mar 31, 26	+4.90K	0.01%
Mayflower Financial Advisors, LLC	36.42K	Mar 31, 26	+1.01K	0.01%
Brookstone Capital Management	35.62K	Mar 31, 26	+8.13K	0.01%
CATALYST PRIVATE WEALTH, LLC	32.97K	Mar 31, 26	+1.08K	0.01%
H&H Retirement Design & Management INC	30.82K	Mar 31, 26	-22.22K	0.01%
Legacy Wealth Asset Management, LLC	27.73K	Mar 31, 26	+1.68K	0.01%
Compagnie Lombard Odier SCmA	27.37K	Mar 31, 26	+3.05K	0.01%
One Day In July LLC	26.40K	Mar 31, 26	+68	0.01%
Bryn Mawr Capital Management, LLC	25.75K	Mar 31, 26	+14.34K	0.01%
Dynamic Advisor Solutions LLC	25.21K	Mar 31, 26	+5.91K	0.01%
Glass Jacobson Investment Advisors llc	24.75K	Mar 31, 26	+6.21K	0.01%
KICKSTAND VENTURES, LLC.	24.08K	Mar 31, 26	+821	0.01%
Lord & Richards Wealth Management, LLC	21.40K	Mar 31, 26	+35	0.01%
Pensionmark Financial Group, LLC	20.55K	Mar 31, 26	+2.54K	0.01%
Kestra Advisory Services, LLC	20.01K	Mar 31, 26	+10.08K	0.01%
TSA Wealth Managment LLC	19.38K	Mar 31, 26	-1.70K	0.01%
HICKS CAPITAL MANAGEMENT LLC	18.80K	Mar 31, 26	+128	0.01%
CoreCap Advisors, LLC	17.83K	Mar 31, 26	-172	0.01%
Verity Asset Management, Inc.	17.51K	Mar 31, 26	+4.62K	0.01%
VANGUARD ADVISERS INC	16.57K	Mar 31, 26	+16.57K	0.01%
CVS HEALTH Corp	16.07K	Mar 31, 26	+16.07K	0.01%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	16.04K	Mar 31, 26	-95.22K	0.01%
Fund Evaluation Group, LLC	15.84K	Mar 31, 26	+15.84K	0.01%
Independence Bank of Kentucky	15.39K	Mar 31, 26	-1.25K	0.01%
WealthShield Partners, LLC	15.08K	Mar 31, 26	+203	0.01%
PFG Investments, LLC	14.63K	Mar 31, 26	+2.76K	0.01%
Ranch Capital Advisors Inc.	14.51K	Mar 31, 26	+683	0.01%
Sanctuary Advisors, LLC	14.25K	Mar 31, 26	-19.29K	0.01%
Holistic Planning, LLC	13.45K	Mar 31, 26	-3.29K	0.01%
Patriot Financial Group Insurance Agency, LLC	13.39K	Mar 31, 26	+6.56K	0.01%
Sightline Wealth Advisors, LLC	13.10K	Mar 31, 26	+94	0.01%
ALTFEST L J & CO INC	12.95K	Mar 31, 26	-3.99K	0.00%
Annex Advisory Services, LLC	11.54K	Mar 31, 26	-1.30K	0.00%
ACUTE INVESTMENT ADVISORY, LLC	10.56K	Mar 31, 26	+5.31K	0.00%
Willis Johnson & Associates, Inc.	10.19K	Mar 31, 26	-2.75K	0.00%
Clarion Wealth Managment Partners, LLC	9.94K	Mar 31, 26	-7.80K	0.00%
Scarborough Advisors, LLC	9.84K	Mar 31, 26	-962	0.00%
Aspect Partners, LLC	9.59K	Mar 31, 26	-4.50K	0.00%
NWAM LLC	9.43K	Mar 31, 26	+581	0.00%
Eagle Strategies LLC	9.40K	Mar 31, 26	+2.43K	0.00%
Wedmont Private Capital	9.05K	Mar 31, 26	+1.11K	0.00%
ARKANSAS FINANCIAL GROUP, INC.	8.59K	Mar 31, 26	+15	0.00%
Narwhal Capital Management	8.23K	Mar 31, 26	+8.23K	0.00%
One Wealth Advisors, LLC	8.08K	Mar 31, 26	-126	0.00%
Vise Technologies, Inc.	7.79K	Mar 31, 26	--	0.00%
LIBERTY SQUARE WEALTH PARTNERS LLC	7.79K	Mar 31, 26	-3.75K	0.00%
BluePath Capital Management, LLC	7.67K	Mar 31, 26	+7.67K	0.00%
Compass Ion Advisors, LLC	7.65K	Mar 31, 26	-1.04K	0.00%
JOURNEY STRATEGIC WEALTH LLC	7.42K	Mar 31, 26	-1.37K	0.00%
Verdence Capital Advisors LLC	7.30K	Mar 31, 26	+225	0.00%
LifeWealth Investments, LLC	7.16K	Mar 31, 26	+148	0.00%
PFG Advisors	6.96K	Mar 31, 26	-3.65K	0.00%
Topsail Wealth Management, LLC	6.94K	Mar 31, 26	-309	0.00%
SANDERS MORRIS HARRIS LLC	6.90K	Mar 31, 26	--	0.00%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	6.80K	Mar 31, 26	--	0.00%
Affiance Financial, LLC	6.49K	Mar 31, 26	--	0.00%
HBW Advisory Services LLC	6.46K	Mar 31, 26	+1.84K	0.00%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	6.38K	Mar 31, 26	-23.63K	0.00%
Concurrent Investment Advisors, LLC	6.36K	Mar 31, 26	-345	0.00%
HARBOR CAPITAL ADVISORS, INC.	6.08K	Mar 31, 26	+2.14K	0.00%
Calamos Wealth Management LLC	6.05K	Mar 31, 26	-19.80K	0.00%
Calamos Advisors LLC	6.05K	Mar 31, 26	+6.05K	0.00%
IFP Advisors, Inc	5.82K	Mar 31, 26	-200	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	5.64K	Mar 31, 26	+3.37K	0.00%
TRUEFG, LLC	5.63K	Mar 31, 26	+5.63K	0.00%
B.O.S.S. Retirement Advisors, LLC	5.61K	Mar 31, 26	-892	0.00%
Valmark Advisers, Inc.	5.46K	Mar 31, 26	-897	0.00%
Private Advisor Group, LLC	5.39K	Mar 31, 26	+74	0.00%
U.S. Capital Wealth Advisors, LLC	4.73K	Mar 31, 26	-258.38K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	4.57K	Mar 31, 26	+17	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4.31K	Mar 31, 26	+456	0.00%
KLCM Advisors, Inc.	3.96K	Mar 31, 26	-161	0.00%
Eqis Capital Management, Inc.	3.92K	Mar 31, 26	-46	0.00%
SkyOak Wealth, LLC	3.86K	Mar 31, 26	+162	0.00%
Auour Investments LLC	3.85K	Mar 31, 26	+35	0.00%
Legacy Advisors, LLC	3.83K	Mar 31, 26	+219	0.00%
Steward Partners Investment Advisory, LLC	3.82K	Mar 31, 26	-64.44K	0.00%
Quest 10 Wealth Builders, Inc.	3.78K	Mar 31, 26	-176	0.00%
Essex Savings Bank	3.71K	Mar 31, 26	--	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	3.70K	Mar 31, 26	-55	0.00%
CX Institutional	3.67K	Mar 31, 26	+95	0.00%
Whitegate Investment Counselors, Inc.	3.63K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	3.44K	Mar 31, 26	-538	0.00%
Global Assets Advisory, LLC	3.17K	Mar 31, 26	+3.17K	0.00%
TSFG, LLC	3.14K	Mar 31, 26	+1	0.00%
BLAIR WILLIAM & CO/IL	2.85K	Mar 31, 26	+2.52K	0.00%
Decker Retirement Planning Inc.	2.58K	Mar 31, 26	-151	0.00%
PRIVATE TRUST CO NA	2.50K	Mar 31, 26	-3.70K	0.00%
MONTAG A & ASSOCIATES INC	2.35K	Mar 31, 26	+2.35K	0.00%
Gerber Kawasaki Wealth & Investment Management	2.18K	Mar 31, 26	+2.18K	0.00%
Annis Gardner Whiting Capital Advisors, LLC	2.15K	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	2.05K	Mar 31, 26	-546.09K	0.00%
Industrial Alliance Investment Management Inc.	1.94K	Mar 31, 26	+1.07K	0.00%
NBT BANK N A /NY	1.93K	Mar 31, 26	--	0.00%
WEBSTER BANK, N. A.	1.70K	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	1.49K	Mar 31, 26	+406	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.40K	Mar 31, 26	-551	0.00%
Raleigh Capital Management Inc.	1.36K	Mar 31, 26	+536	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.35K	Mar 31, 26	+102	0.00%
Capital Investment Advisory Services, LLC	1.34K	Mar 31, 26	+118	0.00%
Parallel Advisors, LLC	1.27K	Mar 31, 26	+24	0.00%
ORG Wealth Partners, LLC	1.04K	Mar 31, 26	--	0.00%
Rakuten Securities, Inc.	946	Mar 31, 26	-2.59K	0.00%
Geneos Wealth Management Inc.	918	Mar 31, 26	+21	0.00%
Murphy & Mullick Capital Management Corp	905	Mar 31, 26	--	0.00%
Mosley Wealth Management	863	Mar 31, 26	+863	0.00%
JFS WEALTH ADVISORS, LLC	856	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	771	Mar 31, 26	-1.59K	0.00%
Newbridge Financial Services Group, Inc.	750	Mar 31, 26	+750	0.00%
Hurley Capital, LLC	682	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	613	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	611	Mar 31, 26	+556	0.00%
FIRST HORIZON CORP	583	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	450	Mar 31, 26	--	0.00%
Washington Trust Advisors, Inc.	414	Mar 31, 26	--	0.00%
United Community Bank	408	Mar 31, 26	+408	0.00%
Sellwood Consulting LLC	404	Mar 31, 26	+3	0.00%
Security National Bank	400	Mar 31, 26	+400	0.00%
TOMPKINS FINANCIAL CORP	391	Mar 31, 26	+391	0.00%
Addison Advisors LLC	361	Mar 31, 26	-405	0.00%
BRYN MAWR TRUST Co	343	Mar 31, 26	-1.81K	0.00%
SIGNATUREFD, LLC	331	Mar 31, 26	+29	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	316	Mar 31, 26	+316	0.00%
Millstone Evans Group, LLC	271	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	246	Mar 31, 26	--	0.00%
DUNCKER STREETT & CO INC	205	Mar 31, 26	--	0.00%
Spire Wealth Management	202	Mar 31, 26	-199	0.00%
Deane Retirement Strategies, Inc.	197	Mar 31, 26	-223.78K	0.00%
ALBION FINANCIAL GROUP /UT	119	Mar 31, 26	+119	0.00%
FIRST COMMUNITY TRUST NA	109	Mar 31, 26	+69	0.00%
Sound Income Strategies, LLC	107	Mar 31, 26	+2	0.00%
Archer Investment Corp	98	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	86	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	81	Mar 31, 26	-22	0.00%
DHJJ Financial Advisors, Ltd.	79	Mar 31, 26	+79	0.00%
Golden State Wealth Management, LLC	74	Mar 31, 26	+74	0.00%
Lodestone Wealth Management LLC	74	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	71	Mar 31, 26	+71	0.00%
Investors Research Corp	66	Mar 31, 26	--	0.00%
ST GERMAIN D J CO INC	48	Mar 31, 26	--	0.00%
CVA Family Office, LLC	41	Mar 31, 26	--	0.00%
Darwin Wealth Management, LLC	29	Mar 31, 26	--	0.00%
Olistico Wealth, LLC	27	Mar 31, 26	--	0.00%
Crewe Advisors LLC	18	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	12	Mar 31, 26	+12	0.00%
SALEM INVESTMENT COUNSELORS INC	10	Mar 31, 26	+10	0.00%
Golden State Equity Partners	5	Mar 31, 26	+5	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Mar 31, 26	--	0.00%
AXS Investments LLC	--	Mar 31, 26	-27.38K	--
HFM Investment Advisors, LLC	--	Mar 31, 26	-1	--
HighMark Wealth Management LLC	--	Mar 31, 26	-298	--
Russell Investments Group, Ltd.	--	Mar 31, 26	-1	--
Key FInancial Inc	--	Mar 31, 26	-8	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-22.44K	--
Wealthcare Advisory Partners LLC	--	Mar 31, 26	-268.45K	--
High Probability Advisors, LLC	--	Mar 31, 26	-38.41K	--
Clearstead Advisors, LLC	--	Mar 31, 26	-602	--
THOMPSON INVESTMENT MANAGEMENT, INC.	--	Mar 31, 26	-528	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-6	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-115.41K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-137.28K	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-6.29K	--
ROMAN BUTLER FULLERTON & CO	--	Mar 31, 26	-18.71K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-400	--
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	--	Mar 31, 26	-358	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-4.39K	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-1.18K	--
HOWE & RUSLING INC	--	Mar 31, 26	-558	--
RFG Advisory, LLC	--	Mar 31, 26	-33.12K	--
Archer Investment Management, LLC	--	Mar 31, 26	-11.85K	--
McKinley Carter Wealth Services, Inc.	--	Mar 31, 26	-3.92K	--
Empower Advisory Group, LLC	14.41M	Dec 31, 25	+1.02M	5.56%
MORGAN STANLEY	10.89M	Dec 31, 25	+1.56M	4.20%
VOYA INVESTMENT MANAGEMENT LLC	8.49M	Dec 31, 25	+284.69K	3.27%
NEPC LLC	7.76M	Dec 31, 25	+878.87K	2.99%
BANK OF AMERICA CORP /DE/	7.17M	Dec 31, 25	+862.92K	2.77%
AMERIPRISE FINANCIAL INC	6.80M	Dec 31, 25	-1.99M	2.62%
Nan Shan Life Insurance Co., Ltd.	3.06M	Dec 31, 25	--	1.18%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	2.51M	Dec 31, 25	+483.74K	0.97%
CI Private Wealth, LLC	1.30M	Dec 31, 25	+89.98K	0.50%
CITIGROUP INC	1.22M	Dec 31, 25	-48.80K	0.47%
COMERICA BANK	1.20M	Dec 31, 25	+136.22K	0.46%
SCS Capital Management LLC	894.92K	Dec 31, 25	+69.07K	0.35%
WELLS FARGO & COMPANY/MN	795.45K	Dec 31, 25	+6.46K	0.31%
Federation des caisses Desjardins du Quebec	778.84K	Dec 31, 25	+2.51K	0.30%
RAYMOND JAMES FINANCIAL INC	716.06K	Dec 31, 25	+35.23K	0.28%
Colony Group, LLC	714.45K	Dec 31, 25	-10.66K	0.28%
GOLDMAN SACHS GROUP INC	699.47K	Dec 31, 25	-15.60K	0.27%
JPMORGAN CHASE & CO	596.95K	Dec 31, 25	-177.43K	0.23%
Harvest Portfolios Group Inc.	582.91K	Dec 31, 25	-142.98K	0.22%
TIFF ADVISORY SERVICES INC	535.86K	Dec 31, 25	-26.50K	0.21%
MERCER GLOBAL ADVISORS INC /ADV	494.91K	Dec 31, 25	-22.87K	0.19%
Rockefeller Capital Management L.P.	472.82K	Dec 31, 25	+453.02K	0.18%
FIRST FINANCIAL BANKSHARES INC	415.86K	Dec 31, 25	+5.47K	0.16%
PRINCIPAL SECURITIES, INC.	379.95K	Dec 31, 25	+19.37K	0.15%
49 WEALTH MANAGEMENT, LLC	360.51K	Dec 31, 25	+11.96K	0.14%
GenWealth Group, Inc.	353.01K	Dec 31, 25	+31.74K	0.14%
Betterment LLC	336.44K	Dec 31, 25	+5.52K	0.13%
Baird Financial Group, Inc.	330.83K	Dec 31, 25	+9.13K	0.13%
Allworth Financial LP	314.40K	Dec 31, 25	+442	0.12%
ROYAL BANK OF CANADA	285.36K	Dec 31, 25	-22.48K	0.11%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	264.30K	Dec 31, 25	-4.30K	0.10%
AE Wealth Management LLC	248.00K	Dec 31, 25	+12.93K	0.10%
NorthRock Partners, LLC	233.13K	Dec 31, 25	+9.56K	0.09%
BNP PARIBAS ARBITRAGE, SNC	225.90K	Dec 31, 25	-13.50K	0.09%
NATIONAL BANK OF CANADA /FI/	223.10K	Dec 31, 25	-156.40K	0.09%
Peak Asset Management, LLC	206.08K	Dec 31, 25	-12	0.08%
HARBOUR INVESTMENTS, INC.	194.39K	Dec 31, 25	+6.70K	0.07%
Vestmark Advisory Solutions, Inc.	193.34K	Dec 31, 25	-8.35K	0.07%
O'Brien Wealth Partners LLC	191.39K	Dec 31, 25	+27.30K	0.07%
Morningstar Investment Management LLC	181.24K	Dec 31, 25	-10.28K	0.07%
Beacon Pointe Advisors, LLC	174.49K	Dec 31, 25	+319	0.07%
Westshore Wealth, LLC	171.73K	Dec 31, 25	+6.78K	0.07%
Vident Advisory, LLC	152.07K	Dec 31, 25	+102.70K	0.06%
Global Retirement Partners, LLC	148.00K	Dec 31, 25	+8.00K	0.06%
Cetera Investment Advisers	142.04K	Dec 31, 25	+8.34K	0.05%
Hennion & Walsh Asset Management, Inc.	137.71K	Dec 31, 25	+6.43K	0.05%
ADVISOR GROUP HOLDINGS, INC.	136.16K	Dec 31, 25	-8.17K	0.05%
Empowered Funds, LLC	135.65K	Dec 31, 25	-55.87K	0.05%
NewEdge Wealth, LLC	129.30K	Dec 31, 25	+6.05K	0.05%
Summit Financial, LLC	121.25K	Dec 31, 25	+8.40K	0.05%
BANK OF HAWAII	113.09K	Dec 31, 25	+15.85K	0.04%
BENJAMIN EDWARDS INC	101.95K	Dec 31, 25	-2.27K	0.04%
Capitolis Liquid Global Markets LLC	95.00K	Dec 31, 25	--	0.04%
Rinkey Investments	91.48K	Dec 31, 25	-37.78K	0.04%
Cambria Investment Management, L.P.	91.44K	Dec 31, 25	+2.63K	0.04%
Warwick Investment Management, Inc.	84.47K	Dec 31, 25	+40.93K	0.03%
LIBERTY WEALTH MANAGEMENT LLC	82.05K	Dec 31, 25	+3.96K	0.03%
Quadrature Capital Ltd	80.37K	Dec 31, 25	+80.37K	0.03%
Cresset Asset Management, LLC	79.81K	Dec 31, 25	+10.94K	0.03%
Forthright Family Wealth Advisory LLC	76.22K	Dec 31, 25	+1.45K	0.03%
FLAGSHIP WEALTH ADVISORS, LLC	73.98K	Dec 31, 25	-6.72K	0.03%
Snowden Capital Advisors LLC	71.81K	Dec 31, 25	+10.06K	0.03%
COMMERCE BANK	70.37K	Dec 31, 25	-1.11K	0.03%
LeConte Wealth Management, LLC	69.60K	Dec 31, 25	-4.46K	0.03%
STIFEL FINANCIAL CORP	68.24K	Dec 31, 25	+2.91K	0.03%
Cerity Partners LLC	66.29K	Dec 31, 25	+62.41K	0.03%
WEST CHESTER CAPITAL ADVISORS, INC	66.09K	Dec 31, 25	-105.76K	0.03%
JONES FINANCIAL COMPANIES LLLP	62.47K	Dec 31, 25	+11.06K	0.02%
Fort Point Capital Partners LLC	59.00K	Dec 31, 25	-191.14K	0.02%
Compass Wealth Management, LLC/GA	57.15K	Dec 31, 25	-30.35K	0.02%
CreativeOne Wealth, LLC	55.65K	Dec 31, 25	+9.63K	0.02%
AQR CAPITAL MANAGEMENT LLC	48.98K	Dec 31, 25	+502	0.02%
IHT Wealth Management, LLC	48.97K	Dec 31, 25	-648	0.02%
FLOW TRADERS U.S. LLC	48.89K	Dec 31, 25	+48.89K	0.02%
Global Endowment Management, LP	46.77K	Dec 31, 25	--	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	45.28K	Dec 31, 25	-2.54K	0.02%
Equitable Holdings, Inc.	38.95K	Dec 31, 25	+15.31K	0.02%
Tower Research Capital LLC (TRC)	38.27K	Dec 31, 25	+12.17K	0.01%
WFA of San Diego, LLC	33.59K	Dec 31, 25	+5.26K	0.01%
Balanced Rock Investment Advisor	33.29K	Dec 31, 25	+1.27K	0.01%
Waverly Advisors, LLC	32.34K	Dec 31, 25	-5.50K	0.01%
Manhattan West Asset Management, LLC	31.92K	Dec 31, 25	-8.73K	0.01%
BANK OF MONTREAL /CAN/	31.10K	Dec 31, 25	+10.05K	0.01%
Savvy Advisors, Inc.	29.65K	Dec 31, 25	-1.47K	0.01%
NewEdge Advisors, LLC	27.81K	Dec 31, 25	-1.35K	0.01%
Marion Wealth Management	27.00K	Dec 31, 25	+905	0.01%
Running Point Capital Advisors, LLC	26.94K	Dec 31, 25	+1.64K	0.01%
PACIFIC FINANCIAL GROUP INC	22.66K	Dec 31, 25	+22.66K	0.01%
Orcam Financial Group	20.50K	Dec 31, 25	+137	0.01%
Hirtle Callaghan & Co LLC	19.96K	Dec 31, 25	--	0.01%
Werba Rubin Papier Wealth Management	16.87K	Dec 31, 25	+150	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	16.73K	Dec 31, 25	+16.73K	0.01%
VANGUARD GROUP INC	16.10K	Dec 31, 25	+1.20K	0.01%
ALESCO ADVISORS LLC	15.11K	Dec 31, 25	+8.51K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	14.90K	Dec 31, 25	+14.90K	0.01%
PROSPERITY BANCSHARES INC	14.86K	Dec 31, 25	+14.86K	0.01%
Advyzon Investment Management, LLC	14.80K	Dec 31, 25	+2.40K	0.01%
Atlanta Consulting Group Advisors, LLC	13.89K	Dec 31, 25	+784	0.01%
EverSource Wealth Advisors, LLC	13.82K	Dec 31, 25	-1.57K	0.01%
Rakuten Investment Management, Inc.	13.23K	Dec 31, 25	--	0.01%
Private Wealth Advisors, LLC	12.62K	Dec 31, 25	+12.62K	0.00%
MARIPAU WEALTH MANAGEMENT LLC	12.32K	Dec 31, 25	+1.88K	0.00%
Creative Planning	11.91K	Dec 31, 25	+1.39K	0.00%
Kingsview Wealth Management, LLC	11.57K	Dec 31, 25	+7.28K	0.00%
Mittelman Wealth Management	11.47K	Dec 31, 25	+1.27K	0.00%
Ashton Thomas Private Wealth, LLC	11.21K	Dec 31, 25	+29	0.00%
Mariner, LLC	11.15K	Dec 31, 25	+967	0.00%
Jordan Park Group LLC	11.10K	Dec 31, 25	--	0.00%
BlackRock, Inc.	10.94K	Dec 31, 25	+6.87K	0.00%
Advisory Services Network, LLC	10.60K	Dec 31, 25	+2.47K	0.00%
Financial Engines Advisors L.L.C.	10.53K	Dec 31, 25	+159	0.00%
TORONTO DOMINION BANK	10.30K	Dec 31, 25	+10.30K	0.00%
PRUDENTIAL FINANCIAL INC	9.92K	Dec 31, 25	+9.92K	0.00%
Shade Tree Advisors LLC	9.88K	Dec 31, 25	+3.79K	0.00%
Coppell Advisory Solutions LLC	9.80K	Dec 31, 25	-238	0.00%
Lido Advisors, LLC	8.97K	Dec 31, 25	+111	0.00%
MAI Capital Management	8.27K	Dec 31, 25	+70	0.00%
Nikulski Financial, Inc.	8.26K	Dec 31, 25	+8.26K	0.00%
SlateStone Wealth, LLC	7.63K	Dec 31, 25	+3.82K	0.00%
Stokes Family Office, LLC	7.30K	Dec 31, 25	-1.45K	0.00%
D.B. Root & Company, LLC	7.19K	Dec 31, 25	+105	0.00%
Hilltop Holdings Inc.	7.09K	Dec 31, 25	+7.09K	0.00%
StoneX Group Inc.	6.28K	Dec 31, 25	+6.28K	0.00%
Galvin, Gaustad & Stein, LLC	6.26K	Dec 31, 25	-200	0.00%
EP Wealth Advisors, LLC	5.99K	Dec 31, 25	+5.99K	0.00%
Edgestream Partners, L.P.	5.91K	Dec 31, 25	+976	0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5.87K	Dec 31, 25	+5.87K	0.00%
Atlas Legacy Advisors, LLC	5.62K	Dec 31, 25	+5.62K	0.00%
TME FINANCIAL, INC.	5.40K	Dec 31, 25	-419	0.00%
XTX Topco Ltd	5.24K	Dec 31, 25	+5.24K	0.00%
Smartleaf Asset Management LLC	5.18K	Dec 31, 25	-232	0.00%
Atomi Financial Group, Inc.	4.88K	Dec 31, 25	+4.88K	0.00%
GWN SECURITIES INC.	4.82K	Dec 31, 25	+4.82K	0.00%
WESTBOURNE INVESTMENTS, INC.	4.65K	Dec 31, 25	-330	0.00%
Weaver Consulting Group	4.49K	Dec 31, 25	--	0.00%
Community Bank, N.A.	4.35K	Dec 31, 25	-3.34K	0.00%
EVOKE WEALTH, LLC	4.25K	Dec 31, 25	-300	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	4.21K	Dec 31, 25	-432	0.00%
Integrated Wealth Concepts LLC	4.12K	Dec 31, 25	-313	0.00%
SIMPLEX TRADING, LLC	4.12K	Dec 31, 25	-10.70K	0.00%
BROWN ADVISORY INC	4.08K	Dec 31, 25	+4.08K	0.00%
Foundations Investment Advisors, LLC	3.74K	Dec 31, 25	-327	0.00%
Empirical Asset Management, LLC	3.74K	Dec 31, 25	-5.56K	0.00%
Brinker Capital Investments, LLC	3.69K	Dec 31, 25	+135	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	3.67K	Dec 31, 25	+3.67K	0.00%
Kingdom Financial Group LLC.	3.02K	Dec 31, 25	+3.02K	0.00%
GeoWealth Management, LLC	2.98K	Dec 31, 25	+2.98K	0.00%
SageView Advisory Group, LLC	2.81K	Dec 31, 25	+2.81K	0.00%
FMR LLC	2.51K	Dec 31, 25	+585	0.00%
PINNEY & SCOFIELD, INC.	2.08K	Dec 31, 25	+1.28K	0.00%
FRANKLIN RESOURCES INC	1.61K	Dec 31, 25	-57	0.00%
HUNTINGTON NATIONAL BANK	1.31K	Dec 31, 25	+710	0.00%
FWL INVESTMENT MANAGEMENT, LLC	1.10K	Dec 31, 25	-155	0.00%
CWM, LLC	1.04K	Dec 31, 25	-152	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	1.02K	Dec 31, 25	+104	0.00%
Crews Bank & Trust	870	Dec 31, 25	--	0.00%
Cape Investment Advisory, Inc.	710	Dec 31, 25	+342	0.00%
US BANCORP \DE\	672	Dec 31, 25	--	0.00%
Capital Analysts, LLC	653	Dec 31, 25	+182	0.00%
Aptus Capital Advisors, LLC	591	Dec 31, 25	+327	0.00%
High Note Wealth, LLC	555	Dec 31, 25	-222	0.00%
Asset Dedication, LLC	548	Dec 31, 25	--	0.00%
REAP Financial Group, LLC	532	Dec 31, 25	-53	0.00%
Qube Research & Technologies Ltd	507	Dec 31, 25	+507	0.00%
Commonwealth Retirement Investments LLC	467	Dec 31, 25	+467	0.00%
Larson Financial Group LLC	399	Dec 31, 25	+23	0.00%
TD Waterhouse Canada Inc.	300	Dec 31, 25	-400	0.00%
Lloyd Advisory Services, LLC.	203	Dec 31, 25	+203	0.00%
McIlrath & Eck, LLC	139	Dec 31, 25	--	0.00%
Delos Wealth Advisors, LLC	126	Dec 31, 25	--	0.00%
Financial Network Wealth Advisors LLC	126	Dec 31, 25	--	0.00%
SRS Capital Advisors, Inc.	125	Dec 31, 25	+125	0.00%
CIBC Private Wealth Group, LLC	81	Dec 31, 25	--	0.00%
FAS Wealth Partners, Inc.	60	Dec 31, 25	--	0.00%
MRP Capital Investments, LLC	51	Dec 31, 25	--	0.00%
Daiwa Securities Group Inc.	29	Dec 31, 25	-79	0.00%
WealthCollab, LLC	21	Dec 31, 25	+21	0.00%
Triumph Capital Management	21	Dec 31, 25	--	0.00%
New Millennium Group LLC	20	Dec 31, 25	--	0.00%
North Ridge Wealth Advisors, Inc.	5	Dec 31, 25	-5	0.00%
AlphaCore Capital LLC	2	Dec 31, 25	-1.16K	0.00%
Measured Wealth Private Client Group, LLC	1	Dec 31, 25	+1	0.00%
National Wealth Management Group, LLC	--	Dec 31, 25	-4.79K	--
Wakefield Asset Management LLLP	--	Dec 31, 25	-28.51K	--
OLD MISSION CAPITAL LLC	--	Dec 31, 25	-9.23K	--
Minot DeBlois Advisors LLC	--	Dec 31, 25	-30	--
WILEY BROS.-AINTREE CAPITAL, LLC	--	Dec 31, 25	-5.76K	--
Rialto Wealth Management, LLC	--	Dec 31, 25	-1.76K	--
Founders Financial Alliance, LLC	--	Dec 31, 25	-204	--
NICOLET ADVISORY SERVICES, LLC	--	Dec 31, 25	-3.69K	--
Toroso Investments, LLC	--	Dec 31, 25	-221.11K	--
BROWN BROTHERS HARRIMAN & CO	--	Dec 31, 25	-52	--
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	--	Dec 31, 25	-89.07K	--
Ameritas Advisory Services, LLC	--	Dec 31, 25	-885	--
Optiver Holding B.V.	--	Dec 31, 25	-20.41K	--
Core Wealth Partners LLC	--	Dec 31, 25	-3.58K	--
Breakwater Investment Management	--	Dec 31, 25	-2.83K	--
American Investment Services, Inc.	--	Dec 31, 25	-4.42K	--
Evelyn Partners Asset Management Ltd	--	Dec 31, 25	-126	--
Full Sail Capital, LLC	274.85K	Sep 30, 25	-28.70K	0.11%
OAK HILL WEALTH ADVISORS, LLC	61.78K	Sep 30, 25	+3.71K	0.02%
WNY Asset Management, LLC	46.05K	Sep 30, 25	-58.92K	0.02%
Strategic Wealth Partners, Ltd.	328	Sep 30, 25	+264	0.00%
Pineridge Advisors LLC	231	Sep 30, 25	-53	0.00%
Guerra Advisors Inc	51	Sep 30, 25	+51	0.00%
WETHERBY ASSET MANAGEMENT INC	--	Sep 30, 25	-5.32K	--
Bristlecone Advisors, LLC	--	Sep 30, 25	-474	--
Nekton Capital Ltd.	--	Sep 30, 25	-58.26K	--
AVANTAX ADVISORY SERVICES, INC.	47.32K	Jun 30, 25	-10.56K	0.02%
Kings Path Partners LLC	33.13K	Jun 30, 25	+1.53K	0.01%
Talon Private Wealth, LLC	17.73K	Jun 30, 25	-14.34K	0.01%
Moser Wealth Advisors, LLC	4.67K	Jun 30, 25	+14	0.00%
Atria Wealth Solutions, Inc.	4.17K	Jun 30, 25	-838	0.00%
Financial Gravity Companies, Inc.	959	Jun 30, 25	+959	0.00%
First Horizon Advisors, Inc.	583	Jun 30, 25	--	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	350	Jun 30, 25	+350	0.00%
Semmax Financial Advisors Inc.	264	Jun 30, 25	+124	0.00%
Iron Horse Wealth Management, LLC	200	Jun 30, 25	--	0.00%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	--	Jun 30, 25	-18.26K	--
Grant/GrossMendelsohn, LLC	41.28K	Mar 31, 25	-2.39K	0.02%
BluePointe Capital Management, LLC	8.04K	Mar 31, 25	-655	0.00%
Marcum Wealth, LLC	6.59K	Mar 31, 25	-166.02K	0.00%
Orion Portfolio Solutions, LLC	5.69K	Mar 31, 25	--	0.00%
Sandy Spring Bank	9	Mar 31, 25	+9	0.00%
Executive Wealth Management, LLC	161.62K	Dec 31, 24	+679	0.06%
WR Wealth Planners, LLC	141	Dec 31, 24	--	0.00%
Sanctuary Wealth Management, L.L.C.	51	Dec 31, 24	--	0.00%
LAKE STREET ADVISORS GROUP, LLC	--	Dec 31, 24	-5.85K	--
Raymond James Financial Services Advisors, Inc.	592.61K	Sep 30, 24	+257.79K	0.23%
SINECERA CAPITAL, LLC	72.17K	Sep 30, 24	--	0.03%
RAYMOND JAMES & ASSOCIATES	39.57K	Sep 30, 24	+11.59K	0.02%
GUARDIAN CAPITAL ADVISORS LP	13.00K	Sep 30, 24	+13.00K	0.01%
SpiderRock Advisors, LLC	10.38K	Sep 30, 24	+1.57K	0.00%
Peterson Financial Group, Inc.	2.81K	Sep 30, 24	+2.81K	0.00%
VitalStone Financial, LLC	715	Sep 30, 24	+7	0.00%
Carmichael Hill & Associates, Inc.	565	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	5	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	92.20K	Jun 30, 24	+7.60K	0.04%
BUCKINGHAM STRATEGIC WEALTH, LLC	6.17K	Jun 30, 24	+479	0.00%
GIRARD PARTNERS LTD.	5.65K	Jun 30, 24	-3.24K	0.00%
ICA Group Wealth Management, LLC	15	Jun 30, 24	-160	0.00%
Manning & Napier Group, LLC	202.84K	Mar 31, 24	+576	0.08%
Crestone Asset Management LLC	131.97K	Mar 31, 24	-38.25K	0.05%
Starfox Financial Services, LLC	107.52K	Mar 31, 24	+24.62K	0.04%
Cetera Advisor Networks LLC	15.92K	Mar 31, 24	+8.32K	0.01%
Cetera Advisors LLC	5.99K	Mar 31, 24	+5.99K	0.00%
WEALTHSOURCE PARTNERS, LLC	49.70K	Dec 31, 23	+49.70K	0.02%
DFPG INVESTMENTS, LLC	22.27K	Dec 31, 23	+942	0.01%
First Ascent Asset Management, LLC	8.04K	Dec 31, 23	-477	0.00%
Bartlett & Co. LLC	2.29K	Dec 31, 23	+2.26K	0.00%
PATHSTONE FAMILY OFFICE, LLC	8.30K	Sep 30, 23	+8.30K	0.00%
EA Series Trust	74.53K	Jun 30, 23	+74.53K	0.03%
AJ WEALTH STRATEGIES, LLC	19.28K	Jun 30, 23	+19.28K	0.01%
First National Bank of South Miami	2.67K	Jun 30, 23	+599	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-918	--
Stone Asset Management Inc.	10.02K	Mar 31, 23	-4.97K	0.00%
Ahrens Investment Partners LLC	2.99K	Mar 31, 23	+2.99K	0.00%
Align Wealth Management, LLC	468.99K	Dec 31, 22	+468.99K	0.18%
TRUSTCORE FINANCIAL SERVICES, LLC	16	Dec 31, 22	+16	0.00%
American Portfolios Advisors	708	Sep 30, 22	-6.89K	0.00%
Spearhead Capital Advisors, LLC	--	Sep 30, 22	-14.76K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	213.28K	Mar 31, 22	+295	0.08%
IndexIQ Advisors LLC	9.16K	Mar 31, 22	+9.16K	0.00%
NEXT Financial Group, Inc	11.24K	Dec 31, 21	+10.12K	0.00%
Clear Perspective Advisors, LLC	6.00K	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-700	--
Cardan Capital Partners, LLC	211.51K	Sep 30, 21	+140.45K	0.08%
FIRST MERCANTILE TRUST CO	195.79K	Sep 30, 21	-29.48K	0.08%
CEDAR CAPITAL, LLC	12.68K	Sep 30, 21	-19.56K	0.00%
BHF RG Capital Inc.	--	Sep 30, 21	-4.63K	--
FormulaFolio Investments, LLC	521	Jun 30, 21	--	0.00%
Wealthsimple US, Ltd.	9.92K	Mar 31, 21	+9.92K	0.00%
OLD MISSION CAPITAL, LLC	3.77K	Dec 31, 20	+3.77K	0.00%
Global Financial Private Capital, Inc	1.73K	Jun 30, 20	-421	0.00%
BOYS ARNOLD & CO INC	3.29K	Mar 31, 20	+3.29K	0.00%
Advisor Group, Inc.	69.79K	Dec 31, 19	+8.15K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	33.49K	Dec 31, 19	+26.41K	0.01%
Belvedere Advisors LLC	45	Jun 30, 19	-955	0.00%
AVIANCE CAPITAL MANAGEMENT, LLC	14.99K	Mar 31, 19	-2.83K	0.01%
NEXT Financial Holdings	3.04K	Mar 31, 19	+3.04K	0.00%
Visionary Asset Management, Inc.	3.89K	Dec 31, 18	-84	0.00%
HAYS ADVISORY LLC	104.28K	Sep 30, 18	-24.08K	0.04%
WealthShield, LLC	240	Dec 31, 17	+240	0.00%
Virtu KCG Holdings LLC	5.34K	Jun 30, 17	+5.34K	0.00%
Kernodle & Katon Asset Management Group, LLC	--	Mar 31, 17	-65	--
MSI Financial Services Inc	25.25K	Dec 31, 16	-3.56K	0.01%
Gupta Wealth Management LLC	85.27K	Mar 31, 16	-12.70K	0.03%
MANAGED ACCOUNT ADVISORS LLC	17.30K	Jun 30, 15	+7.50K	0.01%
Placemark Investments, Inc.	--	Dec 31, 14	-12.06K	--
UBS AG	10.07K	Sep 30, 14	+950	0.00%
Jane Street Holding, LLC	8.28K	Dec 31, 13	-1.63K	0.00%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-22.54K	--

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Cassaday & Co Wealth Management LLC

4.87M

Mar 31, 26

+147.42K

1.88%

ENVESTNET ASSET MANAGEMENT INC

2.77M

Mar 31, 26

+469.74K

1.07%

Mirae Asset Global Investments Co., Ltd.

2.38M

Mar 31, 26

-306.00K

0.92%

LPL Financial LLC

2.29M

Mar 31, 26

+191.73K

0.88%

Strategic Financial Services, Inc,

1.31M

Mar 31, 26

+34.97K

0.50%

FIFTH THIRD BANCORP

1.21M

Mar 31, 26

+1.21M

0.47%

UBS Group AG

1.12M

Mar 31, 26

-117.27K

0.43%

TRUIST FINANCIAL CORP

1.05M

Mar 31, 26

+9.97K

0.41%

Prime Capital Investment Advisors, LLC

1.04M

Mar 31, 26

-8.07K

0.40%

Forum Financial Management, LP

896.21K

Mar 31, 26

+153.20K

0.35%

Rainwater Charitable Foundation

886.45K

Mar 31, 26

0.34%

Bank of New York Mellon Corp

867.09K

Mar 31, 26

+129.00K

0.33%

Ironwood Wealth Management, LLC.

809.47K

Mar 31, 26

+18.77K

0.31%

ASSETMARK, INC

802.47K

Mar 31, 26

+14.60K

0.31%

Barry Investment Advisors, LLC

727.54K

Mar 31, 26

+10.04K

0.28%

MANNING & NAPIER ADVISORS LLC

650.60K

Mar 31, 26

+175.23K

0.25%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

640.00K

Mar 31, 26

+70.00K

0.25%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

605.35K

Mar 31, 26

+34.27K

0.23%

Facet Wealth, Inc.

604.76K

Mar 31, 26

+50.57K

0.23%

Wealthfront Advisers LLC

465.80K

Mar 31, 26

-19.87K

0.18%

Checchi Capital Advisers, LLC

444.81K

Mar 31, 26

+35.87K

0.17%

Tortoise Investment Management, LLC

438.65K

Mar 31, 26

-16

0.17%

NOTTINGHAM ADVISORS, INC.

402.84K

Mar 31, 26

+48.63K

0.16%

Klaas Financial Asset Advisors, LLC

393.83K

Mar 31, 26

+393.83K

0.15%

Gleason Group, Inc.

355.72K

Mar 31, 26

+2.54K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

334.31K

Mar 31, 26

-214.87K

0.13%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

322.60K

Mar 31, 26

+69.11K

0.12%

RETIREMENT FINANCIAL SOLUTIONS, LLC

318.41K

Mar 31, 26

+2.97K

0.12%

FINANCIAL LIFE ADVISORS

292.88K

Mar 31, 26

+13.71K

0.11%

HighTower Advisors, LLC

288.08K

Mar 31, 26

+150.62K

0.11%

KEYBANK NATIONAL ASSOCIATION/OH

264.33K

Mar 31, 26

+5.53K

0.10%

JOHNSON INVESTMENT COUNSEL INC

250.91K

Mar 31, 26

+250.91K

0.10%

Aurelius Family Office LLC

218.50K

Mar 31, 26

+6.88K

0.08%

Mount Yale Investment Advisors, LLC

204.12K

Mar 31, 26

+10.78K

0.08%

Fisher Asset Management, LLC

202.96K

Mar 31, 26

-28.09K

0.08%

VICUS CAPITAL

188.28K

Mar 31, 26

+3.75K

0.07%

DIVERSIFY WEALTH MANAGEMENT, LLC

180.18K

Mar 31, 26

+65.04K

0.07%

Compass Advisory Group LLC

176.22K

Mar 31, 26

+4.61K

0.07%

COURIER CAPITAL LLC

154.59K

Mar 31, 26

+23.26K

0.06%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

144.85K

Mar 31, 26

+996

0.06%

EXENCIAL WEALTH ADVISORS, LLC

141.05K

Mar 31, 26

-396

0.05%

Towneley Capital Management, Inc / DE

139.99K

Mar 31, 26

+5.25K

0.05%

Red Tortoise LLC

139.54K

Mar 31, 26

-6.93K

0.05%

Bell Investment Advisors, Inc

139.43K

Mar 31, 26

+22.50K

0.05%

MATHER GROUP, LLC.

138.22K

Mar 31, 26

-1.77K

0.05%

INSIGHT 2811, INC.

135.25K

Mar 31, 26

+6.60K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

127.31K

Mar 31, 26

+27.92K

0.05%

FIRST NATIONAL TRUST CO

126.43K

Mar 31, 26

-500

0.05%

Cambridge Investment Research Advisors, Inc.

123.68K

Mar 31, 26

-26.56K

0.05%

RHS Financial, LLC

122.86K

Mar 31, 26

+37.16K

0.05%

Tandem Financial, LLC

120.67K

Mar 31, 26

-32.74K

0.05%

Resources Investment Advisors, LLC.

118.08K

Mar 31, 26

+1.00K

0.05%

Ackerman Capital Advisors, LLC

112.35K

Mar 31, 26

+8.19K

0.04%

Total Clarity Wealth Management, Inc.

106.13K

Mar 31, 26

+91.17K

0.04%

Quadratic Capital Management LLC

105.82K

Mar 31, 26

-21.00K

0.04%

S. R. Schill & Associates

104.84K

Mar 31, 26

+5.83K

0.04%

Ronald Blue Trust, Inc.

98.16K

Mar 31, 26

-100

0.04%

Act Two Investors LLC

97.83K

Mar 31, 26

-9.86K

0.04%

GREENWOOD CAPITAL ASSOCIATES LLC

95.08K

Mar 31, 26

+22.07K

0.04%

Focus Financial Network, Inc.

90.11K

Mar 31, 26

+6.99K

0.03%

Gladwyn Financial Advisors, Inc.

84.75K

Mar 31, 26

+2.15K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

83.97K

Mar 31, 26

+7.04K

0.03%

KITCHING PARTNERS, LLC

80.58K

Mar 31, 26

+795

0.03%

True North Advisors, LLC

76.44K

Mar 31, 26

+76.44K

0.03%

Signal Advisors Wealth, LLC

73.92K

Mar 31, 26

+12.72K

0.03%

Walkner Condon Financial Advisors LLC

73.60K

Mar 31, 26

+3.15K

0.03%

MML INVESTORS SERVICES, LLC

72.48K

Mar 31, 26

-20.56K

0.03%

Versant Capital Management, Inc

71.60K

Mar 31, 26

+2.33K

0.03%

WBH ADVISORY INC

69.82K

Mar 31, 26

+15.12K

0.03%

Skyline Advisors, Inc.

64.33K

Mar 31, 26

+19.96K

0.02%

DAVENPORT & Co LLC

62.81K

Mar 31, 26

+62.81K

0.02%

REGIONS FINANCIAL CORP

59.49K

Mar 31, 26

-46

0.02%

Perigon Wealth Management, LLC

59.30K

Mar 31, 26

+3.06K

0.02%

Virtue Capital Management, LLC

58.24K

Mar 31, 26

+58.24K

0.02%

SMART Wealth LLC

57.39K

Mar 31, 26

-8.17K

0.02%

SBI Securities Co., Ltd.

55.41K

Mar 31, 26

-18.87K

0.02%

FIDUCIARY FINANCIAL GROUP, LLC

54.86K

Mar 31, 26

+39.32K

0.02%

Miller Financial Services LLC

52.29K

Mar 31, 26

+38.62K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

46.59K

Mar 31, 26

+6.44K

0.02%

JAMES INVESTMENT RESEARCH INC

45.77K

Mar 31, 26

-10.44K

0.02%

Transcendent Capital Group LLC

45.30K

Mar 31, 26

+383

0.02%

Axiom Financial Strategies, LLC

45.09K

Mar 31, 26

-583

0.02%

QUATTRO FINANCIAL ADVISORS LLC

42.30K

Mar 31, 26

+42.30K

0.02%

Thrive Capital Management, LLC

38.54K

Mar 31, 26

-4.85K

0.01%

Farther Finance Advisors, LLC

37.23K

Mar 31, 26

+20.84K

0.01%

GOULD ASSET MANAGEMENT LLC /CA/

36.62K

Mar 31, 26

-2.79K

0.01%

Simplicity Wealth,LLC

36.54K

Mar 31, 26

+4.90K

0.01%

Mayflower Financial Advisors, LLC

36.42K

Mar 31, 26

+1.01K

0.01%

Brookstone Capital Management

35.62K

Mar 31, 26

+8.13K

0.01%

CATALYST PRIVATE WEALTH, LLC

32.97K

Mar 31, 26

+1.08K

0.01%

H&H Retirement Design & Management INC

30.82K

Mar 31, 26

-22.22K

0.01%

Legacy Wealth Asset Management, LLC

27.73K

Mar 31, 26

+1.68K

0.01%

Compagnie Lombard Odier SCmA

27.37K

Mar 31, 26

+3.05K

0.01%

One Day In July LLC

26.40K

Mar 31, 26

+68

0.01%

Bryn Mawr Capital Management, LLC

25.75K

Mar 31, 26

+14.34K

0.01%

Dynamic Advisor Solutions LLC

25.21K

Mar 31, 26

+5.91K

0.01%

Glass Jacobson Investment Advisors llc

24.75K

Mar 31, 26

+6.21K

0.01%

KICKSTAND VENTURES, LLC.

24.08K

Mar 31, 26

+821

0.01%

Lord & Richards Wealth Management, LLC

21.40K

Mar 31, 26

+35

0.01%

Pensionmark Financial Group, LLC

20.55K

Mar 31, 26

+2.54K

0.01%

Kestra Advisory Services, LLC

20.01K

Mar 31, 26

+10.08K

0.01%

TSA Wealth Managment LLC

19.38K

Mar 31, 26

-1.70K

0.01%

HICKS CAPITAL MANAGEMENT LLC

18.80K

Mar 31, 26

+128

0.01%

CoreCap Advisors, LLC

17.83K

Mar 31, 26

-172

0.01%

Verity Asset Management, Inc.

17.51K

Mar 31, 26

+4.62K

0.01%

VANGUARD ADVISERS INC

16.57K

Mar 31, 26

+16.57K

0.01%

CVS HEALTH Corp

16.07K

Mar 31, 26

+16.07K

0.01%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

16.04K

Mar 31, 26

-95.22K

0.01%

Fund Evaluation Group, LLC

15.84K

Mar 31, 26

+15.84K

0.01%

Independence Bank of Kentucky

15.39K

Mar 31, 26

-1.25K

0.01%

WealthShield Partners, LLC

15.08K

Mar 31, 26

+203

0.01%

PFG Investments, LLC

14.63K

Mar 31, 26

+2.76K

0.01%

Ranch Capital Advisors Inc.

14.51K

Mar 31, 26

+683

0.01%

Sanctuary Advisors, LLC

14.25K

Mar 31, 26

-19.29K

0.01%

Holistic Planning, LLC

13.45K

Mar 31, 26

-3.29K

0.01%

Patriot Financial Group Insurance Agency, LLC

13.39K

Mar 31, 26

+6.56K

0.01%

Sightline Wealth Advisors, LLC

13.10K

Mar 31, 26

+94

0.01%

ALTFEST L J & CO INC

12.95K

Mar 31, 26

-3.99K

0.00%

Annex Advisory Services, LLC

11.54K

Mar 31, 26

-1.30K

0.00%

ACUTE INVESTMENT ADVISORY, LLC

10.56K

Mar 31, 26

+5.31K

0.00%

Willis Johnson & Associates, Inc.

10.19K

Mar 31, 26

-2.75K

0.00%

Clarion Wealth Managment Partners, LLC

9.94K

Mar 31, 26

-7.80K

0.00%

Scarborough Advisors, LLC

9.84K

Mar 31, 26

-962

0.00%

Aspect Partners, LLC

9.59K

Mar 31, 26

-4.50K

0.00%

NWAM LLC

9.43K

Mar 31, 26

+581

0.00%

Eagle Strategies LLC

9.40K

Mar 31, 26

+2.43K

0.00%

Wedmont Private Capital

9.05K

Mar 31, 26

+1.11K

0.00%

ARKANSAS FINANCIAL GROUP, INC.

8.59K

Mar 31, 26

+15

0.00%

Narwhal Capital Management

8.23K

Mar 31, 26

+8.23K

0.00%

One Wealth Advisors, LLC

8.08K

Mar 31, 26

-126

0.00%

Vise Technologies, Inc.

7.79K

Mar 31, 26

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

7.79K

Mar 31, 26

-3.75K

0.00%

BluePath Capital Management, LLC

7.67K

Mar 31, 26

+7.67K

0.00%

Compass Ion Advisors, LLC

7.65K

Mar 31, 26

-1.04K

0.00%

JOURNEY STRATEGIC WEALTH LLC

7.42K

Mar 31, 26

-1.37K

0.00%

Verdence Capital Advisors LLC

7.30K

Mar 31, 26

+225

0.00%

LifeWealth Investments, LLC

7.16K

Mar 31, 26

+148

0.00%

PFG Advisors

6.96K

Mar 31, 26

-3.65K

0.00%

Topsail Wealth Management, LLC

6.94K

Mar 31, 26

-309

0.00%

SANDERS MORRIS HARRIS LLC

6.90K

Mar 31, 26

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

6.80K

Mar 31, 26

0.00%

Affiance Financial, LLC

6.49K

Mar 31, 26

0.00%

HBW Advisory Services LLC

6.46K

Mar 31, 26

+1.84K

0.00%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

6.38K

Mar 31, 26

-23.63K

0.00%

Concurrent Investment Advisors, LLC

6.36K

Mar 31, 26

-345

0.00%

HARBOR CAPITAL ADVISORS, INC.

6.08K

Mar 31, 26

+2.14K

0.00%

Calamos Wealth Management LLC

6.05K

Mar 31, 26

-19.80K

0.00%

Calamos Advisors LLC

6.05K

Mar 31, 26

+6.05K

0.00%

IFP Advisors, Inc

5.82K

Mar 31, 26

-200

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

5.64K

Mar 31, 26

+3.37K

0.00%

TRUEFG, LLC

5.63K

Mar 31, 26

+5.63K

0.00%

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

5.61K

Mar 31, 26

-892

0.00%

Valmark Advisers, Inc.

5.46K

Mar 31, 26

-897

0.00%

Private Advisor Group, LLC

5.39K

Mar 31, 26

+74

0.00%

U.S. Capital Wealth Advisors, LLC

4.73K

Mar 31, 26

-258.38K

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

4.57K

Mar 31, 26

+17

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.31K

Mar 31, 26

+456

0.00%

KLCM Advisors, Inc.

3.96K

Mar 31, 26

-161

0.00%

Eqis Capital Management, Inc.

3.92K

Mar 31, 26

-46

0.00%

SkyOak Wealth, LLC

3.86K

Mar 31, 26

+162

0.00%

Auour Investments LLC

3.85K

Mar 31, 26

+35

0.00%

Legacy Advisors, LLC

3.83K

Mar 31, 26

+219

0.00%

Steward Partners Investment Advisory, LLC

3.82K

Mar 31, 26

-64.44K

0.00%

Quest 10 Wealth Builders, Inc.

3.78K

Mar 31, 26

-176

0.00%

Essex Savings Bank

3.71K

Mar 31, 26

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

3.70K

Mar 31, 26

-55

0.00%

CX Institutional

3.67K

Mar 31, 26

+95

0.00%

Whitegate Investment Counselors, Inc.

3.63K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

3.44K

Mar 31, 26

-538

0.00%

Global Assets Advisory, LLC

3.17K

Mar 31, 26

+3.17K

0.00%

TSFG, LLC

3.14K

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

2.85K

Mar 31, 26

+2.52K

0.00%

Decker Retirement Planning Inc.

2.58K

Mar 31, 26

-151

0.00%

PRIVATE TRUST CO NA

2.50K

Mar 31, 26

-3.70K

0.00%

MONTAG A & ASSOCIATES INC

2.35K

Mar 31, 26

+2.35K

0.00%

Gerber Kawasaki Wealth & Investment Management

2.18K

Mar 31, 26

+2.18K

0.00%

Annis Gardner Whiting Capital Advisors, LLC

2.15K

Mar 31, 26

0.00%

Dunhill Financial, LLC

2.05K

Mar 31, 26

-546.09K

0.00%

Industrial Alliance Investment Management Inc.

1.94K

Mar 31, 26

+1.07K

0.00%

NBT BANK N A /NY

1.93K

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

1.70K

Mar 31, 26

0.00%

Root Financial Partners, LLC

1.49K

Mar 31, 26

+406

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.40K

Mar 31, 26

-551

0.00%

Raleigh Capital Management Inc.

1.36K

Mar 31, 26

+536

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.35K

Mar 31, 26

+102

0.00%

Capital Investment Advisory Services, LLC

1.34K

Mar 31, 26

+118

0.00%

Parallel Advisors, LLC

1.27K

Mar 31, 26

+24

0.00%

ORG Wealth Partners, LLC

1.04K

Mar 31, 26

0.00%

Rakuten Securities, Inc.

946

Mar 31, 26

-2.59K

0.00%

Geneos Wealth Management Inc.

918

Mar 31, 26

+21

0.00%

Murphy & Mullick Capital Management Corp

905

Mar 31, 26

0.00%

Mosley Wealth Management

863

Mar 31, 26

+863

0.00%

JFS WEALTH ADVISORS, LLC

856

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

771

Mar 31, 26

-1.59K

0.00%

Newbridge Financial Services Group, Inc.

750

Mar 31, 26

+750

0.00%

Hurley Capital, LLC

682

Mar 31, 26

0.00%

Bogart Wealth, LLC

613

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

611

Mar 31, 26

+556

0.00%

FIRST HORIZON CORP

583

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

450

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

414

Mar 31, 26

0.00%

United Community Bank

408

Mar 31, 26

+408

0.00%

Sellwood Consulting LLC

404

Mar 31, 26

0.00%

Security National Bank

400

Mar 31, 26

+400

0.00%

TOMPKINS FINANCIAL CORP

391

Mar 31, 26

+391

0.00%

Addison Advisors LLC

361

Mar 31, 26

-405

0.00%

BRYN MAWR TRUST Co

343

Mar 31, 26

-1.81K

0.00%

SIGNATUREFD, LLC

331

Mar 31, 26

+29

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

316

Mar 31, 26

+316

0.00%

Millstone Evans Group, LLC

271

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

246

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

205

Mar 31, 26

0.00%

Spire Wealth Management

202

Mar 31, 26

-199

0.00%

Deane Retirement Strategies, Inc.

197

Mar 31, 26

-223.78K

0.00%

ALBION FINANCIAL GROUP /UT

119

Mar 31, 26

+119

0.00%

FIRST COMMUNITY TRUST NA

109

Mar 31, 26

+69

0.00%

Sound Income Strategies, LLC

107

Mar 31, 26

0.00%

Archer Investment Corp

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

-22

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

+79

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

+74

0.00%

Lodestone Wealth Management LLC

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Mar 31, 26

+71

0.00%

Investors Research Corp

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

Mar 31, 26

0.00%

CVA Family Office, LLC

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

0.00%

Olistico Wealth, LLC

Mar 31, 26

0.00%

Crewe Advisors LLC

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

Mar 31, 26

+12

0.00%

SALEM INVESTMENT COUNSELORS INC

Mar 31, 26

+10

0.00%

Golden State Equity Partners

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

AXS Investments LLC

Mar 31, 26

-27.38K

HFM Investment Advisors, LLC

Mar 31, 26

-1

HighMark Wealth Management LLC

Mar 31, 26

-298

Russell Investments Group, Ltd.

Mar 31, 26

-1

Key FInancial Inc

Mar 31, 26

-8

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-22.44K

Wealthcare Advisory Partners LLC

Mar 31, 26

-268.45K

High Probability Advisors, LLC

Mar 31, 26

-38.41K

Clearstead Advisors, LLC

Mar 31, 26

-602

THOMPSON INVESTMENT MANAGEMENT, INC.

Mar 31, 26

-528

OPTIMA CAPITAL LLC

Mar 31, 26

-6

Diversify Advisory Services, LLC

Mar 31, 26

-115.41K

Janney Montgomery Scott LLC

Mar 31, 26

-137.28K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-6.29K

ROMAN BUTLER FULLERTON & CO

Mar 31, 26

-18.71K

Camelot Portfolios, LLC

Mar 31, 26

-400

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Mar 31, 26

-358

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-4.39K

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-1.18K

HOWE & RUSLING INC

Mar 31, 26

-558

RFG Advisory, LLC

Mar 31, 26

-33.12K

Archer Investment Management, LLC

Mar 31, 26

-11.85K

McKinley Carter Wealth Services, Inc.

Mar 31, 26

-3.92K

Empower Advisory Group, LLC

14.41M

Dec 31, 25

+1.02M

5.56%

MORGAN STANLEY

10.89M

Dec 31, 25

+1.56M

4.20%

VOYA INVESTMENT MANAGEMENT LLC

8.49M

Dec 31, 25

+284.69K

3.27%

NEPC LLC

7.76M

Dec 31, 25

+878.87K

2.99%

BANK OF AMERICA CORP /DE/

7.17M

Dec 31, 25

+862.92K

2.77%

AMERIPRISE FINANCIAL INC

6.80M

Dec 31, 25

-1.99M

2.62%

Nan Shan Life Insurance Co., Ltd.

3.06M

Dec 31, 25

1.18%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

2.51M

Dec 31, 25

+483.74K

0.97%

CI Private Wealth, LLC

1.30M

Dec 31, 25

+89.98K

0.50%

CITIGROUP INC

1.22M

Dec 31, 25

-48.80K

0.47%

COMERICA BANK

1.20M

Dec 31, 25

+136.22K

0.46%

SCS Capital Management LLC

894.92K

Dec 31, 25

+69.07K

0.35%

WELLS FARGO & COMPANY/MN

795.45K

Dec 31, 25

+6.46K

0.31%

Federation des caisses Desjardins du Quebec

778.84K

Dec 31, 25

+2.51K

0.30%

RAYMOND JAMES FINANCIAL INC

716.06K

Dec 31, 25

+35.23K

0.28%

Colony Group, LLC

714.45K

Dec 31, 25

-10.66K

0.28%

GOLDMAN SACHS GROUP INC

699.47K

Dec 31, 25

-15.60K

0.27%

JPMORGAN CHASE & CO

596.95K

Dec 31, 25

-177.43K

0.23%

Harvest Portfolios Group Inc.

582.91K

Dec 31, 25

-142.98K

0.22%

TIFF ADVISORY SERVICES INC

535.86K

Dec 31, 25

-26.50K

0.21%

MERCER GLOBAL ADVISORS INC /ADV

494.91K

Dec 31, 25

-22.87K

0.19%

Rockefeller Capital Management L.P.

472.82K

Dec 31, 25

+453.02K

0.18%

FIRST FINANCIAL BANKSHARES INC

415.86K

Dec 31, 25

+5.47K

0.16%

PRINCIPAL SECURITIES, INC.

379.95K

Dec 31, 25

+19.37K

0.15%

49 WEALTH MANAGEMENT, LLC

360.51K

Dec 31, 25

+11.96K

0.14%

GenWealth Group, Inc.

353.01K

Dec 31, 25

+31.74K

0.14%

Betterment LLC

336.44K

Dec 31, 25

+5.52K

0.13%

Baird Financial Group, Inc.

330.83K

Dec 31, 25

+9.13K

0.13%

Allworth Financial LP

314.40K

Dec 31, 25

+442

0.12%

ROYAL BANK OF CANADA

285.36K

Dec 31, 25

-22.48K

0.11%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

264.30K

Dec 31, 25

-4.30K

0.10%

AE Wealth Management LLC

248.00K

Dec 31, 25

+12.93K

0.10%

NorthRock Partners, LLC

233.13K

Dec 31, 25

+9.56K

0.09%

BNP PARIBAS ARBITRAGE, SNC

225.90K

Dec 31, 25

-13.50K

0.09%

NATIONAL BANK OF CANADA /FI/

223.10K

Dec 31, 25

-156.40K

0.09%

Peak Asset Management, LLC

206.08K

Dec 31, 25

-12

0.08%

HARBOUR INVESTMENTS, INC.

194.39K

Dec 31, 25

+6.70K

0.07%

Vestmark Advisory Solutions, Inc.

193.34K

Dec 31, 25

-8.35K

0.07%

O'Brien Wealth Partners LLC

191.39K

Dec 31, 25

+27.30K

0.07%

Morningstar Investment Management LLC

181.24K

Dec 31, 25

-10.28K

0.07%

Beacon Pointe Advisors, LLC

174.49K

Dec 31, 25

+319

0.07%

Westshore Wealth, LLC

171.73K

Dec 31, 25

+6.78K

0.07%

Vident Advisory, LLC

152.07K

Dec 31, 25

+102.70K

0.06%

Global Retirement Partners, LLC

148.00K

Dec 31, 25

+8.00K

0.06%

Cetera Investment Advisers

142.04K

Dec 31, 25

+8.34K

0.05%

Hennion & Walsh Asset Management, Inc.

137.71K

Dec 31, 25

+6.43K

0.05%

ADVISOR GROUP HOLDINGS, INC.

136.16K

Dec 31, 25

-8.17K

0.05%

Empowered Funds, LLC

135.65K

Dec 31, 25

-55.87K

0.05%

NewEdge Wealth, LLC

129.30K

Dec 31, 25

+6.05K

0.05%

Summit Financial, LLC

121.25K

Dec 31, 25

+8.40K

0.05%

BANK OF HAWAII

113.09K

Dec 31, 25

+15.85K

0.04%

BENJAMIN EDWARDS INC

101.95K

Dec 31, 25

-2.27K

0.04%

Capitolis Liquid Global Markets LLC

95.00K

Dec 31, 25

0.04%

Rinkey Investments

91.48K

Dec 31, 25

-37.78K

0.04%

Cambria Investment Management, L.P.

91.44K

Dec 31, 25

+2.63K

0.04%

Warwick Investment Management, Inc.

84.47K

Dec 31, 25

+40.93K

0.03%

LIBERTY WEALTH MANAGEMENT LLC

82.05K

Dec 31, 25

+3.96K

0.03%

Quadrature Capital Ltd

80.37K

Dec 31, 25

+80.37K

0.03%

Cresset Asset Management, LLC

79.81K

Dec 31, 25

+10.94K

0.03%

Forthright Family Wealth Advisory LLC

76.22K

Dec 31, 25

+1.45K

0.03%

FLAGSHIP WEALTH ADVISORS, LLC

73.98K

Dec 31, 25

-6.72K

0.03%

Snowden Capital Advisors LLC

71.81K

Dec 31, 25

+10.06K

0.03%

COMMERCE BANK

70.37K

Dec 31, 25

-1.11K

0.03%

LeConte Wealth Management, LLC

69.60K

Dec 31, 25

-4.46K

0.03%

STIFEL FINANCIAL CORP

68.24K

Dec 31, 25

+2.91K

0.03%

Cerity Partners LLC

66.29K

Dec 31, 25

+62.41K

0.03%

WEST CHESTER CAPITAL ADVISORS, INC

66.09K

Dec 31, 25

-105.76K

0.03%

JONES FINANCIAL COMPANIES LLLP

62.47K

Dec 31, 25

+11.06K

0.02%

Fort Point Capital Partners LLC

59.00K

Dec 31, 25

-191.14K

0.02%

Compass Wealth Management, LLC/GA

57.15K

Dec 31, 25

-30.35K

0.02%

CreativeOne Wealth, LLC

55.65K

Dec 31, 25

+9.63K

0.02%

AQR CAPITAL MANAGEMENT LLC

48.98K

Dec 31, 25

+502

0.02%

IHT Wealth Management, LLC

48.97K

Dec 31, 25

-648

0.02%

FLOW TRADERS U.S. LLC

48.89K

Dec 31, 25

+48.89K

0.02%

Global Endowment Management, LP

46.77K

Dec 31, 25

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

45.28K

Dec 31, 25

-2.54K

0.02%

Equitable Holdings, Inc.

38.95K

Dec 31, 25

+15.31K

0.02%

Tower Research Capital LLC (TRC)

38.27K

Dec 31, 25

+12.17K

0.01%

WFA of San Diego, LLC

33.59K

Dec 31, 25

+5.26K

0.01%

Balanced Rock Investment Advisor

33.29K

Dec 31, 25

+1.27K

0.01%

Waverly Advisors, LLC

32.34K

Dec 31, 25

-5.50K

0.01%

Manhattan West Asset Management, LLC

31.92K

Dec 31, 25

-8.73K

0.01%

BANK OF MONTREAL /CAN/

31.10K

Dec 31, 25

+10.05K

0.01%

Savvy Advisors, Inc.

29.65K

Dec 31, 25

-1.47K

0.01%

NewEdge Advisors, LLC

27.81K

Dec 31, 25

-1.35K

0.01%

Marion Wealth Management

27.00K

Dec 31, 25

+905

0.01%

Running Point Capital Advisors, LLC

26.94K

Dec 31, 25

+1.64K

0.01%

PACIFIC FINANCIAL GROUP INC

22.66K

Dec 31, 25

+22.66K

0.01%

Orcam Financial Group

20.50K

Dec 31, 25

+137

0.01%

Hirtle Callaghan & Co LLC

19.96K

Dec 31, 25

0.01%

Werba Rubin Papier Wealth Management

16.87K

Dec 31, 25

+150

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

16.73K

Dec 31, 25

+16.73K

0.01%

VANGUARD GROUP INC

16.10K

Dec 31, 25

+1.20K

0.01%

ALESCO ADVISORS LLC

15.11K

Dec 31, 25

+8.51K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

14.90K

Dec 31, 25

+14.90K

0.01%

PROSPERITY BANCSHARES INC

14.86K

Dec 31, 25

+14.86K

0.01%

Advyzon Investment Management, LLC

14.80K

Dec 31, 25

+2.40K

0.01%

Atlanta Consulting Group Advisors, LLC

13.89K

Dec 31, 25

+784

0.01%

EverSource Wealth Advisors, LLC

13.82K

Dec 31, 25

-1.57K

0.01%

Rakuten Investment Management, Inc.

13.23K

Dec 31, 25

0.01%

Private Wealth Advisors, LLC

12.62K

Dec 31, 25

+12.62K

0.00%

MARIPAU WEALTH MANAGEMENT LLC

12.32K

Dec 31, 25

+1.88K

0.00%

Creative Planning

11.91K

Dec 31, 25

+1.39K

0.00%

Kingsview Wealth Management, LLC

11.57K

Dec 31, 25

+7.28K

0.00%

Mittelman Wealth Management

11.47K

Dec 31, 25

+1.27K

0.00%

Ashton Thomas Private Wealth, LLC

11.21K

Dec 31, 25

+29

0.00%

Mariner, LLC

11.15K

Dec 31, 25

+967

0.00%

Jordan Park Group LLC

11.10K

Dec 31, 25

0.00%

BlackRock, Inc.

10.94K

Dec 31, 25

+6.87K

0.00%

Advisory Services Network, LLC

10.60K

Dec 31, 25

+2.47K

0.00%

Financial Engines Advisors L.L.C.

10.53K

Dec 31, 25

+159

0.00%

TORONTO DOMINION BANK

10.30K

Dec 31, 25

+10.30K

0.00%

PRUDENTIAL FINANCIAL INC

9.92K

Dec 31, 25

+9.92K

0.00%

Shade Tree Advisors LLC

9.88K

Dec 31, 25

+3.79K

0.00%

Coppell Advisory Solutions LLC

9.80K

Dec 31, 25

-238

0.00%

Lido Advisors, LLC

8.97K

Dec 31, 25

+111

0.00%

MAI Capital Management

8.27K

Dec 31, 25

+70

0.00%

Nikulski Financial, Inc.

8.26K

Dec 31, 25

+8.26K

0.00%

SlateStone Wealth, LLC

7.63K

Dec 31, 25

+3.82K

0.00%

Stokes Family Office, LLC

7.30K

Dec 31, 25

-1.45K

0.00%

D.B. Root & Company, LLC

7.19K

Dec 31, 25

+105

0.00%

Hilltop Holdings Inc.

7.09K

Dec 31, 25

+7.09K

0.00%

StoneX Group Inc.

6.28K

Dec 31, 25

+6.28K

0.00%

Galvin, Gaustad & Stein, LLC

6.26K

Dec 31, 25

-200

0.00%

EP Wealth Advisors, LLC

5.99K

Dec 31, 25

+5.99K

0.00%

Edgestream Partners, L.P.

5.91K

Dec 31, 25

+976

0.00%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

5.87K

Dec 31, 25

+5.87K

0.00%

Atlas Legacy Advisors, LLC

5.62K

Dec 31, 25

+5.62K

0.00%

TME FINANCIAL, INC.

5.40K

Dec 31, 25

-419

0.00%

XTX Topco Ltd

5.24K

Dec 31, 25

+5.24K

0.00%

Smartleaf Asset Management LLC

5.18K

Dec 31, 25

-232

0.00%

Atomi Financial Group, Inc.

4.88K

Dec 31, 25

+4.88K

0.00%

GWN SECURITIES INC.

4.82K

Dec 31, 25

+4.82K

0.00%

WESTBOURNE INVESTMENTS, INC.

4.65K

Dec 31, 25

-330

0.00%

Weaver Consulting Group

4.49K

Dec 31, 25

0.00%

Community Bank, N.A.

4.35K

Dec 31, 25

-3.34K

0.00%

EVOKE WEALTH, LLC

4.25K

Dec 31, 25

-300

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

4.21K

Dec 31, 25

-432

0.00%

Integrated Wealth Concepts LLC

4.12K

Dec 31, 25

-313

0.00%

SIMPLEX TRADING, LLC

4.12K

Dec 31, 25

-10.70K

0.00%

BROWN ADVISORY INC

4.08K

Dec 31, 25

+4.08K

0.00%

Foundations Investment Advisors, LLC

3.74K

Dec 31, 25

-327

0.00%

Empirical Asset Management, LLC

3.74K

Dec 31, 25

-5.56K

0.00%

Brinker Capital Investments, LLC

3.69K

Dec 31, 25

+135

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

3.67K

Dec 31, 25

+3.67K

0.00%

Kingdom Financial Group LLC.

3.02K

Dec 31, 25

+3.02K

0.00%

GeoWealth Management, LLC

2.98K

Dec 31, 25

+2.98K

0.00%

SageView Advisory Group, LLC

2.81K

Dec 31, 25

+2.81K

0.00%

FMR LLC

2.51K

Dec 31, 25

+585

0.00%

PINNEY & SCOFIELD, INC.

2.08K

Dec 31, 25

+1.28K

0.00%

FRANKLIN RESOURCES INC

1.61K

Dec 31, 25

-57

0.00%

HUNTINGTON NATIONAL BANK

1.31K

Dec 31, 25

+710

0.00%

FWL INVESTMENT MANAGEMENT, LLC

1.10K

Dec 31, 25

-155

0.00%

CWM, LLC

1.04K

Dec 31, 25

-152

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

1.02K

Dec 31, 25

+104

0.00%

Crews Bank & Trust

870

Dec 31, 25

0.00%

Cape Investment Advisory, Inc.

710

Dec 31, 25

+342

0.00%

US BANCORP \DE\

672

Dec 31, 25

0.00%

Capital Analysts, LLC

653

Dec 31, 25

+182

0.00%

Aptus Capital Advisors, LLC

591

Dec 31, 25

+327

0.00%

High Note Wealth, LLC

555

Dec 31, 25

-222

0.00%

Asset Dedication, LLC

548

Dec 31, 25

0.00%

REAP Financial Group, LLC

532

Dec 31, 25

-53

0.00%

Qube Research & Technologies Ltd

507

Dec 31, 25

+507

0.00%

Commonwealth Retirement Investments LLC

467

Dec 31, 25

+467

0.00%

Larson Financial Group LLC

399

Dec 31, 25

+23

0.00%

TD Waterhouse Canada Inc.

300

Dec 31, 25

-400

0.00%

Lloyd Advisory Services, LLC.

203

Dec 31, 25

+203

0.00%

McIlrath & Eck, LLC

139

Dec 31, 25

0.00%

Delos Wealth Advisors, LLC

126

Dec 31, 25

0.00%

Financial Network Wealth Advisors LLC

126

Dec 31, 25

0.00%

SRS Capital Advisors, Inc.

125

Dec 31, 25

+125

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

FAS Wealth Partners, Inc.

Dec 31, 25

0.00%

MRP Capital Investments, LLC

Dec 31, 25

0.00%

Daiwa Securities Group Inc.

Dec 31, 25

-79

0.00%

WealthCollab, LLC

Dec 31, 25

+21

0.00%

Triumph Capital Management

Dec 31, 25

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

North Ridge Wealth Advisors, Inc.

Dec 31, 25

-5

0.00%

AlphaCore Capital LLC

Dec 31, 25

-1.16K

0.00%

Measured Wealth Private Client Group, LLC

Dec 31, 25

0.00%

National Wealth Management Group, LLC

Dec 31, 25

-4.79K

Wakefield Asset Management LLLP

Dec 31, 25

-28.51K

OLD MISSION CAPITAL LLC

Dec 31, 25

-9.23K

Minot DeBlois Advisors LLC

Dec 31, 25

-30

WILEY BROS.-AINTREE CAPITAL, LLC

Dec 31, 25

-5.76K

Rialto Wealth Management, LLC

Dec 31, 25

-1.76K

Founders Financial Alliance, LLC

Dec 31, 25

-204

NICOLET ADVISORY SERVICES, LLC

Dec 31, 25

-3.69K

Toroso Investments, LLC

Dec 31, 25

-221.11K

BROWN BROTHERS HARRIMAN & CO

Dec 31, 25

-52

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

Dec 31, 25

-89.07K

Ameritas Advisory Services, LLC

Dec 31, 25

-885

Optiver Holding B.V.

Dec 31, 25

-20.41K

Core Wealth Partners LLC

Dec 31, 25

-3.58K

Breakwater Investment Management

Dec 31, 25

-2.83K

American Investment Services, Inc.

Dec 31, 25

-4.42K

Evelyn Partners Asset Management Ltd

Dec 31, 25

-126

Full Sail Capital, LLC

274.85K

Sep 30, 25

-28.70K

0.11%

OAK HILL WEALTH ADVISORS, LLC

61.78K

Sep 30, 25

+3.71K

0.02%

WNY Asset Management, LLC

46.05K

Sep 30, 25

-58.92K

0.02%

Strategic Wealth Partners, Ltd.

328

Sep 30, 25

+264

0.00%

Pineridge Advisors LLC

231

Sep 30, 25

-53

0.00%

Guerra Advisors Inc

Sep 30, 25

+51

0.00%

WETHERBY ASSET MANAGEMENT INC

Sep 30, 25

-5.32K

Bristlecone Advisors, LLC

Sep 30, 25

-474

Nekton Capital Ltd.

Sep 30, 25

-58.26K

AVANTAX ADVISORY SERVICES, INC.

47.32K

Jun 30, 25

-10.56K

0.02%

Kings Path Partners LLC

33.13K

Jun 30, 25

+1.53K

0.01%

Talon Private Wealth, LLC

17.73K

Jun 30, 25

-14.34K

0.01%

Moser Wealth Advisors, LLC

4.67K

Jun 30, 25

+14

0.00%

Atria Wealth Solutions, Inc.

4.17K

Jun 30, 25

-838

0.00%

Financial Gravity Companies, Inc.

959

Jun 30, 25

+959

0.00%

First Horizon Advisors, Inc.

583

Jun 30, 25

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

350

Jun 30, 25

+350

0.00%

Semmax Financial Advisors Inc.

264

Jun 30, 25

+124

0.00%

Iron Horse Wealth Management, LLC

200

Jun 30, 25

0.00%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Jun 30, 25

-18.26K

Grant/GrossMendelsohn, LLC

41.28K

Mar 31, 25

-2.39K

0.02%

BluePointe Capital Management, LLC

8.04K

Mar 31, 25

-655

0.00%

Marcum Wealth, LLC

6.59K

Mar 31, 25

-166.02K

0.00%

Orion Portfolio Solutions, LLC

5.69K

Mar 31, 25

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Executive Wealth Management, LLC

161.62K

Dec 31, 24

+679

0.06%

WR Wealth Planners, LLC

141

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

0.00%

LAKE STREET ADVISORS GROUP, LLC

Dec 31, 24

-5.85K

Raymond James Financial Services Advisors, Inc.

592.61K

Sep 30, 24

+257.79K

0.23%

SINECERA CAPITAL, LLC

72.17K

Sep 30, 24

0.03%

RAYMOND JAMES & ASSOCIATES

39.57K

Sep 30, 24

+11.59K

0.02%

GUARDIAN CAPITAL ADVISORS LP

13.00K

Sep 30, 24

+13.00K

0.01%

SpiderRock Advisors, LLC

10.38K

Sep 30, 24

+1.57K

0.00%

Peterson Financial Group, Inc.

2.81K

Sep 30, 24

+2.81K

0.00%

VitalStone Financial, LLC

715

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

565

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

92.20K

Jun 30, 24

+7.60K

0.04%

BUCKINGHAM STRATEGIC WEALTH, LLC

6.17K

Jun 30, 24

+479

0.00%

GIRARD PARTNERS LTD.

5.65K

Jun 30, 24

-3.24K

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-160

0.00%

Manning & Napier Group, LLC

202.84K

Mar 31, 24

+576

0.08%

Crestone Asset Management LLC

131.97K

Mar 31, 24

-38.25K

0.05%

Starfox Financial Services, LLC

107.52K

Mar 31, 24

+24.62K

0.04%

Cetera Advisor Networks LLC

15.92K

Mar 31, 24

+8.32K

0.01%

Cetera Advisors LLC

5.99K

Mar 31, 24

+5.99K

0.00%

WEALTHSOURCE PARTNERS, LLC

49.70K

Dec 31, 23

+49.70K

0.02%

DFPG INVESTMENTS, LLC

22.27K

Dec 31, 23

+942

0.01%

First Ascent Asset Management, LLC

8.04K

Dec 31, 23

-477

0.00%

Bartlett & Co. LLC

2.29K

Dec 31, 23

+2.26K

0.00%

PATHSTONE FAMILY OFFICE, LLC

8.30K

Sep 30, 23

+8.30K

0.00%

EA Series Trust

74.53K

Jun 30, 23

+74.53K

0.03%

AJ WEALTH STRATEGIES, LLC

19.28K

Jun 30, 23

+19.28K

0.01%

First National Bank of South Miami

2.67K

Jun 30, 23

+599

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-918

Stone Asset Management Inc.

10.02K

Mar 31, 23

-4.97K

0.00%

Ahrens Investment Partners LLC

2.99K

Mar 31, 23

+2.99K

0.00%

Align Wealth Management, LLC

468.99K

Dec 31, 22

+468.99K

0.18%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

+16

0.00%

American Portfolios Advisors

708

Sep 30, 22

-6.89K

0.00%

Spearhead Capital Advisors, LLC

Sep 30, 22

-14.76K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

213.28K

Mar 31, 22

+295

0.08%

IndexIQ Advisors LLC

9.16K

Mar 31, 22

+9.16K

0.00%

NEXT Financial Group, Inc

11.24K

Dec 31, 21

+10.12K

0.00%

Clear Perspective Advisors, LLC

6.00K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

-700

Cardan Capital Partners, LLC

211.51K

Sep 30, 21

+140.45K

0.08%

FIRST MERCANTILE TRUST CO

195.79K

Sep 30, 21

-29.48K

0.08%

CEDAR CAPITAL, LLC

12.68K

Sep 30, 21

-19.56K

0.00%

BHF RG Capital Inc.

Sep 30, 21

-4.63K

FormulaFolio Investments, LLC

521

Jun 30, 21

0.00%

Wealthsimple US, Ltd.

9.92K

Mar 31, 21

+9.92K

0.00%

OLD MISSION CAPITAL, LLC

3.77K

Dec 31, 20

+3.77K

0.00%

Global Financial Private Capital, Inc

1.73K

Jun 30, 20

-421

0.00%

BOYS ARNOLD & CO INC

3.29K

Mar 31, 20

+3.29K

0.00%

Advisor Group, Inc.

69.79K

Dec 31, 19

+8.15K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

33.49K

Dec 31, 19

+26.41K

0.01%

Belvedere Advisors LLC

Jun 30, 19

-955

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

14.99K

Mar 31, 19

-2.83K

0.01%

NEXT Financial Holdings

3.04K

Mar 31, 19

+3.04K

0.00%

Visionary Asset Management, Inc.

3.89K

Dec 31, 18

-84

0.00%

HAYS ADVISORY LLC

104.28K

Sep 30, 18

-24.08K

0.04%

WealthShield, LLC

240

Dec 31, 17

+240

0.00%

Virtu KCG Holdings LLC

5.34K

Jun 30, 17

+5.34K

0.00%

Kernodle & Katon Asset Management Group, LLC

Mar 31, 17

-65

MSI Financial Services Inc

25.25K

Dec 31, 16

-3.56K

0.01%

Gupta Wealth Management LLC

85.27K

Mar 31, 16

-12.70K

0.03%

MANAGED ACCOUNT ADVISORS LLC

17.30K

Jun 30, 15

+7.50K

0.01%

Placemark Investments, Inc.

Dec 31, 14

-12.06K

UBS AG

10.07K

Sep 30, 14

+950

0.00%

Jane Street Holding, LLC

8.28K

Dec 31, 13

-1.63K

0.00%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-22.54K