iShares MSCI USA Value Factor ETF(VLUE)

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iShares MSCI USA Value Factor ETF(VLUE)

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$199.81—

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VLUE(VLUE)

VLUE

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

Institutional Ownership

Top 711 Institutional Holders

Holder	Shares	Date	Change	% Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.03M	Mar 31, 26	+281.62K	38.94%
Mason Investment Advisory Services, Inc.	4.64M	Mar 31, 26	-48.19K	7.85%
Matson Money. Inc.	2.46M	Mar 31, 26	-145.60K	4.15%
BANK OF AMERICA CORP /DE/	1.61M	Mar 31, 26	+5.58K	2.73%
BlackRock, Inc.	1.55M	Mar 31, 26	+148.53K	2.63%
ENVESTNET ASSET MANAGEMENT INC	1.29M	Mar 31, 26	+1.16M	2.17%
MERCER GLOBAL ADVISORS INC /ADV	1.18M	Mar 31, 26	-46.58K	2.00%
Wharton Business Group, LLC	1.15M	Mar 31, 26	-42.68K	1.95%
LPL Financial LLC	939.36K	Mar 31, 26	+401.19K	1.59%
MORGAN STANLEY	927.08K	Mar 31, 26	+86.61K	1.57%
FMR LLC	721.49K	Mar 31, 26	+113.85K	1.22%
JPMORGAN CHASE & CO	667.46K	Mar 31, 26	+253.65K	1.13%
WELLS FARGO & COMPANY/MN	618.26K	Mar 31, 26	+264.97K	1.05%
PNC FINANCIAL SERVICES GROUP, INC.	558.53K	Mar 31, 26	+8.34K	0.94%
Kathmere Capital Management, LLC	459.89K	Mar 31, 26	-4.29K	0.78%
Janney Montgomery Scott LLC	447.06K	Mar 31, 26	+107.10K	0.76%
UBS Group AG	349.24K	Mar 31, 26	-12.68K	0.59%
Colony Group, LLC	331.68K	Mar 31, 26	+2.72K	0.56%
M&T BANK CORP	313.44K	Mar 31, 26	-13.87K	0.53%
MML INVESTORS SERVICES, LLC	309.02K	Mar 31, 26	+250.80K	0.52%
ROYAL BANK OF CANADA	305.94K	Mar 31, 26	+131.53K	0.52%
Marks Wealth, LLC	305.04K	Mar 31, 26	+52.25K	0.52%
CWM, LLC	289.85K	Mar 31, 26	+57.60K	0.49%
MASON STREET ADVISORS, LLC	288.20K	Mar 31, 26	+288.20K	0.49%
STATE OF MICHIGAN RETIREMENT SYSTEM	279.80K	Mar 31, 26	-167.90K	0.47%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	267.15K	Mar 31, 26	+267.15K	0.45%
AMERIPRISE FINANCIAL INC	260.53K	Mar 31, 26	+63.71K	0.44%
RAYMOND JAMES FINANCIAL INC	243.97K	Mar 31, 26	+17.48K	0.41%
Mullooly Asset Management, Inc.	243.74K	Mar 31, 26	-6.15K	0.41%
Stonehearth Capital Management, LLC	236.42K	Mar 31, 26	-17.86K	0.40%
PRUDENTIAL PLC	223.80K	Mar 31, 26	+103.80K	0.38%
One Capital Management, LLC	220.58K	Mar 31, 26	+140.97K	0.37%
Cetera Investment Advisers	194.43K	Mar 31, 26	+90.87K	0.33%
Meridian Wealth Partners, LLC	186.23K	Mar 31, 26	+2.54K	0.31%
INTRUST BANK NA	174.53K	Mar 31, 26	-68.93K	0.30%
Elk River Wealth Management, LLC	171.23K	Mar 31, 26	-715	0.29%
Insight Wealth Strategies, LLC	154.87K	Mar 31, 26	+153.39K	0.26%
Qube Research & Technologies Ltd	154.85K	Mar 31, 26	+154.72K	0.26%
TUDOR INVESTMENT CORP ET AL	153.18K	Mar 31, 26	+150.42K	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	147.97K	Mar 31, 26	-8.54K	0.25%
ADVISOR GROUP HOLDINGS, INC.	142.31K	Mar 31, 26	-3.50K	0.24%
Foster Group, Inc.	136.91K	Mar 31, 26	-84	0.23%
Lido Advisors, LLC	132.34K	Mar 31, 26	-24.81K	0.22%
Addison Advisors LLC	114.84K	Mar 31, 26	-1	0.19%
Integrated Wealth Concepts LLC	113.61K	Mar 31, 26	+47.90K	0.19%
JONES FINANCIAL COMPANIES LLLP	108.16K	Mar 31, 26	+50.97K	0.18%
Erste Asset Management GmbH	103.40K	Mar 31, 26	--	0.17%
GOLDMAN SACHS GROUP INC	97.50K	Mar 31, 26	-43.00K	0.16%
Cresset Asset Management, LLC	90.53K	Mar 31, 26	-6.07K	0.15%
SIGNATUREFD, LLC	80.77K	Mar 31, 26	-260	0.14%
LIFE LINE WEALTH MANAGEMENT LLC	76.73K	Mar 31, 26	+76.73K	0.13%
Bleakley Financial Group, LLC	75.23K	Mar 31, 26	+59.17K	0.13%
PARK AVENUE SECURITIES LLC	72.72K	Mar 31, 26	+68.50K	0.12%
HighTower Advisors, LLC	70.76K	Mar 31, 26	+9.96K	0.12%
Buckingham Strategic Partners	67.05K	Mar 31, 26	+1.74K	0.11%
First Financial Bank - Trust Division	66.49K	Mar 31, 26	+2.92K	0.11%
Avidian Wealth Solutions, LLC	65.09K	Mar 31, 26	-80.86K	0.11%
Redhawk Wealth Advisors, Inc.	64.39K	Mar 31, 26	+64.39K	0.11%
Cerro Pacific Wealth Advisors LLC	63.67K	Mar 31, 26	-8.36K	0.11%
CFO4Life Group, LLC	63.28K	Mar 31, 26	-1.45K	0.11%
Bank of New York Mellon Corp	61.77K	Mar 31, 26	-394	0.10%
Resources Investment Advisors, LLC.	61.20K	Mar 31, 26	+25.05K	0.10%
D. E. Shaw & Co., Inc.	61.04K	Mar 31, 26	+61.04K	0.10%
Cerity Partners LLC	57.42K	Mar 31, 26	-3.03K	0.10%
SYNTAX RESEARCH, INC.	56.73K	Mar 31, 26	-4.83K	0.10%
Dorsey Wright & Associates	56.55K	Mar 31, 26	+56.55K	0.10%
IFP Advisors, Inc	51.32K	Mar 31, 26	+9.06K	0.09%
Steward Partners Investment Advisory, LLC	51.03K	Mar 31, 26	-7.47K	0.09%
Cambridge Investment Research Advisors, Inc.	50.58K	Mar 31, 26	+7.11K	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	50.13K	Mar 31, 26	+39.33K	0.08%
Tactive Advisors, LLC	49.86K	Mar 31, 26	-5.50K	0.08%
NOMURA ASSET MANAGEMENT CO LTD	46.76K	Mar 31, 26	+21.30K	0.08%
Point72 Asset Management, L.P.	45.77K	Mar 31, 26	+36.98K	0.08%
Aptus Capital Advisors, LLC	45.41K	Mar 31, 26	+161	0.08%
ANDERSON HOAGLAND & CO	44.74K	Mar 31, 26	-933	0.08%
WADDELL & ASSOCIATES, LLC	42.51K	Mar 31, 26	+828	0.07%
Mariner, LLC	41.40K	Mar 31, 26	+4.35K	0.07%
Parallel Advisors, LLC	40.58K	Mar 31, 26	-763	0.07%
Well Done, LLC	39.52K	Mar 31, 26	+505	0.07%
EVERGREEN CAPITAL MANAGEMENT LLC	39.29K	Mar 31, 26	-423	0.07%
Interchange Capital Partners, LLC	38.39K	Mar 31, 26	-697	0.06%
Geneos Wealth Management Inc.	38.22K	Mar 31, 26	+38.13K	0.06%
Tennessee Valley Asset Management Partners	34.95K	Mar 31, 26	+34.95K	0.06%
Family Management Corp	34.18K	Mar 31, 26	-1.50K	0.06%
Foundations Investment Advisors, LLC	33.97K	Mar 31, 26	+8.93K	0.06%
Arrow Investment Advisors, LLC	32.50K	Mar 31, 26	+32.50K	0.05%
STEPHENS INC /AR/	32.32K	Mar 31, 26	+3.44K	0.05%
PEDDOCK CAPITAL ADVISORS, LLC	32.15K	Mar 31, 26	+1.45K	0.05%
Focus Financial Network, Inc.	31.09K	Mar 31, 26	-6.12K	0.05%
Equitable Holdings, Inc.	30.92K	Mar 31, 26	-318	0.05%
SVB WEALTH LLC	30.52K	Mar 31, 26	+1.62K	0.05%
SAX WEALTH ADVISORS, LLC	29.10K	Mar 31, 26	--	0.05%
Miracle Mile Advisors, LLC	28.72K	Mar 31, 26	+27.24K	0.05%
JACKSON THORNTON ASSET MANAGEMENT, LLC	28.23K	Mar 31, 26	--	0.05%
Creative Planning	27.80K	Mar 31, 26	+11.55K	0.05%
Dorsey & Whitney Trust CO LLC	27.18K	Mar 31, 26	--	0.05%
CI Private Wealth, LLC	26.75K	Mar 31, 26	+9.50K	0.05%
Sage Advisory Services, Ltd.Co.	26.30K	Mar 31, 26	-1.00K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26.29K	Mar 31, 26	+12.03K	0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC	25.99K	Mar 31, 26	+23.33K	0.04%
Avantax Planning Partners, Inc.	25.57K	Mar 31, 26	-96	0.04%
NDWM LLC	25.28K	Mar 31, 26	+25.28K	0.04%
Envestnet Portfolio Solutions, Inc.	25.15K	Mar 31, 26	+9.78K	0.04%
GTS SECURITIES LLC	24.43K	Mar 31, 26	+24.43K	0.04%
Savant Capital, LLC	23.05K	Mar 31, 26	-793	0.04%
Valued Retirements, Inc.	22.83K	Mar 31, 26	+22.83K	0.04%
EQ LLC	22.50K	Mar 31, 26	-391	0.04%
Y-Intercept (Hong Kong) Ltd	22.27K	Mar 31, 26	+22.27K	0.04%
EP Wealth Advisors, LLC	22.06K	Mar 31, 26	-2.66K	0.04%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	22.00K	Mar 31, 26	-539	0.04%
Trilogy Capital Inc.	21.78K	Mar 31, 26	-2.61K	0.04%
BANK OF MONTREAL /CAN/	21.76K	Mar 31, 26	+183	0.04%
Apex Wealth Management, LLC	21.50K	Mar 31, 26	+21.50K	0.04%
Bank Julius Baer & Co. Ltd, Zurich	21.24K	Mar 31, 26	+3.10K	0.04%
Keystone Global Partners, LLC	19.16K	Mar 31, 26	+19.16K	0.03%
Cannon Financial Strategists, Inc.	18.78K	Mar 31, 26	-98	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18.70K	Mar 31, 26	-3.16K	0.03%
McAdam, LLC	18.64K	Mar 31, 26	+1.08K	0.03%
ABSOLUTE CAPITAL MANAGEMENT, LLC	18.63K	Mar 31, 26	+1.00K	0.03%
Advisory Services Network, LLC	18.60K	Mar 31, 26	-1.30K	0.03%
Atria Investments, Inc	18.50K	Mar 31, 26	+8.69K	0.03%
NorthRock Partners, LLC	18.38K	Mar 31, 26	+18.38K	0.03%
Per Stirling Capital Management, LLC.	18.10K	Mar 31, 26	+18.10K	0.03%
Arkadios Wealth Advisors	18.07K	Mar 31, 26	+10.88K	0.03%
Eagle Strategies LLC	17.89K	Mar 31, 26	-625	0.03%
Steel Peak Wealth Management LLC	17.56K	Mar 31, 26	+4.58K	0.03%
Genus Capital Management Inc.	17.39K	Mar 31, 26	-213	0.03%
BNP PARIBAS ARBITRAGE, SNC	17.37K	Mar 31, 26	-17.67K	0.03%
Brinker Capital Investments, LLC	17.33K	Mar 31, 26	+3.42K	0.03%
Sanctuary Advisors, LLC	16.91K	Mar 31, 26	+8.27K	0.03%
STIFEL FINANCIAL CORP	16.89K	Mar 31, 26	+6.29K	0.03%
MAGNOLIA CAPITAL ADVISORS LLC	16.89K	Mar 31, 26	-14.41K	0.03%
AQR CAPITAL MANAGEMENT LLC	16.85K	Mar 31, 26	+12.21K	0.03%
U.S. Capital Wealth Advisors, LLC	16.84K	Mar 31, 26	-4.15K	0.03%
JDH Wealth Management, LLC	16.68K	Mar 31, 26	--	0.03%
Baird Financial Group, Inc.	16.28K	Mar 31, 26	+1.14K	0.03%
Financial & Tax Architects, LLC	15.96K	Mar 31, 26	-938	0.03%
Dynasty Wealth Management, LLC	15.70K	Mar 31, 26	+15.70K	0.03%
MorganRosel Wealth Management, LLC	15.22K	Mar 31, 26	-7.32K	0.03%
CALIBER WEALTH MANAGEMENT, LLC / KS	15.08K	Mar 31, 26	-97	0.03%
MA Private Wealth	14.83K	Mar 31, 26	+2.93K	0.03%
Ashton Thomas Private Wealth, LLC	14.79K	Mar 31, 26	-7	0.03%
Farther Finance Advisors, LLC	14.39K	Mar 31, 26	+744	0.02%
SAXON INTERESTS, INC.	14.28K	Mar 31, 26	-2.63K	0.02%
10Elms LLP	13.96K	Mar 31, 26	+1.60K	0.02%
Hilltop Holdings Inc.	13.70K	Mar 31, 26	-160	0.02%
CreativeOne Wealth, LLC	13.63K	Mar 31, 26	+1.13K	0.02%
WBH ADVISORY INC	13.40K	Mar 31, 26	+13.40K	0.02%
FDx Advisors, Inc.	13.13K	Mar 31, 26	+13.13K	0.02%
SWMG, LLC	13.06K	Mar 31, 26	+13.06K	0.02%
JANE STREET GROUP, LLC	12.95K	Mar 31, 26	+10.77K	0.02%
Beaird Harris Wealth Management, LLC	12.88K	Mar 31, 26	-370	0.02%
CLARIS ADVISORS, LLC / MO /	12.83K	Mar 31, 26	+29	0.02%
US BANCORP \DE\	12.82K	Mar 31, 26	-1.58K	0.02%
Capital Investment Advisors, LLC	12.73K	Mar 31, 26	+3.03K	0.02%
Haverford Trust Co	12.55K	Mar 31, 26	-555	0.02%
MILLENNIUM MANAGEMENT LLC	12.43K	Mar 31, 26	+9.32K	0.02%
NCM Capital Management, LLC	12.43K	Mar 31, 26	+2	0.02%
SIMON QUICK ADVISORS, LLC	12.22K	Mar 31, 26	-73	0.02%
WARNER FINANCIAL, INC	11.73K	Mar 31, 26	+16	0.02%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	11.65K	Mar 31, 26	+11.65K	0.02%
Merit Financial Group, LLC	11.57K	Mar 31, 26	+2.25K	0.02%
ASSETMARK, INC	11.44K	Mar 31, 26	-2.91K	0.02%
Keystone Financial Group, Inc.	11.20K	Mar 31, 26	-330	0.02%
Diversified Trust Co	11.18K	Mar 31, 26	-1.24K	0.02%
HARBOUR INVESTMENTS, INC.	11.04K	Mar 31, 26	-31	0.02%
Ascent Group, LLC	10.90K	Mar 31, 26	+8.34K	0.02%
HRT FINANCIAL LP	10.87K	Mar 31, 26	+1.73K	0.02%
Private Advisor Group, LLC	10.51K	Mar 31, 26	+1.75K	0.02%
TRUIST FINANCIAL CORP	10.13K	Mar 31, 26	-817	0.02%
LS Investment Advisors, LLC	10.06K	Mar 31, 26	-1.42K	0.02%
CLIENT 1ST ADVISORY GROUP, LLC	10.06K	Mar 31, 26	--	0.02%
RHS Financial, LLC	9.89K	Mar 31, 26	+2.04K	0.02%
NewEdge Advisors, LLC	9.59K	Mar 31, 26	-790	0.02%
Physician Wealth Advisors, Inc.	9.58K	Mar 31, 26	+588	0.02%
KEYBANK NATIONAL ASSOCIATION/OH	9.43K	Mar 31, 26	-6	0.02%
Almanack Investment Partners, LLC.	9.42K	Mar 31, 26	--	0.02%
Ausdal Financial Partners, Inc.	9.41K	Mar 31, 26	+1.89K	0.02%
Pensionmark Financial Group, LLC	9.26K	Mar 31, 26	+9.26K	0.02%
Mutual Advisors, LLC	9.25K	Mar 31, 26	+107	0.02%
FIFTH THIRD BANCORP	9.21K	Mar 31, 26	+9.14K	0.02%
XTX Topco Ltd	9.11K	Mar 31, 26	+9.11K	0.02%
OMNI 360 Wealth, Inc.	9.00K	Mar 31, 26	-323	0.02%
PETRA FINANCIAL ADVISORS INC	8.94K	Mar 31, 26	+8.94K	0.02%
Russell Investments Group, Ltd.	8.86K	Mar 31, 26	+667	0.01%
JOURNEY STRATEGIC WEALTH LLC	8.68K	Mar 31, 26	-438	0.01%
BLAIR WILLIAM & CO/IL	8.60K	Mar 31, 26	-72	0.01%
Vision Capital Management, Inc.	8.58K	Mar 31, 26	--	0.01%
ALLSTATE CORP	8.50K	Mar 31, 26	--	0.01%
Savvy Advisors, Inc.	8.18K	Mar 31, 26	-49	0.01%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	8.12K	Mar 31, 26	-283	0.01%
Invst, LLC	8.08K	Mar 31, 26	+8.08K	0.01%
Sequoia Financial Advisors, LLC	7.88K	Mar 31, 26	+7.88K	0.01%
Heirloom Wealth Management	7.74K	Mar 31, 26	+7.74K	0.01%
Traveka Wealth, LLC	7.53K	Mar 31, 26	+7.53K	0.01%
Kestra Advisory Services, LLC	7.33K	Mar 31, 26	+516	0.01%
Brookstone Capital Management	7.27K	Mar 31, 26	+623	0.01%
Avant Capital LLC	7.02K	Mar 31, 26	-378	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	6.93K	Mar 31, 26	+46	0.01%
Summit Wealth Group, LLC	6.82K	Mar 31, 26	-1.02K	0.01%
UMB Bank, n.a.	6.65K	Mar 31, 26	+8	0.01%
San Luis Wealth Advisors LLC	6.63K	Mar 31, 26	-1.15K	0.01%
Simplicity Wealth,LLC	6.63K	Mar 31, 26	+6.63K	0.01%
WEDBUSH SECURITIES INC	6.57K	Mar 31, 26	+1.33K	0.01%
Accredited Investors Inc.	6.53K	Mar 31, 26	+6.53K	0.01%
GREENLEAF TRUST	6.53K	Mar 31, 26	--	0.01%
PFG Advisors	6.52K	Mar 31, 26	+309	0.01%
NORTHERN TRUST CORP	6.48K	Mar 31, 26	+178	0.01%
Noble Wealth Management PBC	6.45K	Mar 31, 26	+2.70K	0.01%
MB Generational Wealth, LLC	6.41K	Mar 31, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	6.32K	Mar 31, 26	-129	0.01%
Chicago Partners Investment Group LLC	6.14K	Mar 31, 26	+39	0.01%
KPP Advisory Services LLC	6.08K	Mar 31, 26	-845	0.01%
Apeiron RIA LLC	6.08K	Mar 31, 26	+6.08K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.07K	Mar 31, 26	+528	0.01%
INSIGNEO ADVISORY SERVICES, LLC	5.87K	Mar 31, 26	--	0.01%
Darden Wealth Group Inc	5.85K	Mar 31, 26	-16	0.01%
VestGen Advisors, LLC	5.64K	Mar 31, 26	+5.64K	0.01%
B. Riley Wealth Advisors, Inc.	5.59K	Mar 31, 26	+822	0.01%
RFG Advisory, LLC	5.57K	Mar 31, 26	-293	0.01%
Meridian Wealth Management, LLC	5.56K	Mar 31, 26	+155	0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO	5.52K	Mar 31, 26	+466	0.01%
West Wealth Group, LLC	5.49K	Mar 31, 26	+1.15K	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	5.49K	Mar 31, 26	+208	0.01%
Keystone Wealth Services, LLC	5.49K	Mar 31, 26	+3	0.01%
Breakwater Capital Group	5.44K	Mar 31, 26	+857	0.01%
Squire Investment Management Company, LLC	5.44K	Mar 31, 26	--	0.01%
One Wealth Advisors, LLC	5.40K	Mar 31, 26	+514	0.01%
NATIONAL BANK OF CANADA /FI/	5.32K	Mar 31, 26	-1.18K	0.01%
AWM CAPITAL, LLC	5.29K	Mar 31, 26	--	0.01%
Hanlon Investment Management, Inc.	5.29K	Mar 31, 26	+5.29K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	5.27K	Mar 31, 26	+1.01K	0.01%
Kovitz Investment Group Partners, LLC	5.14K	Mar 31, 26	--	0.01%
Cypress Wealth Services, LLC	5.12K	Mar 31, 26	-8	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5.12K	Mar 31, 26	+952	0.01%
GeoWealth Management, LLC	4.95K	Mar 31, 26	+4.95K	0.01%
Ariadne Wealth Management, LP	4.93K	Mar 31, 26	+4	0.01%
Innovative Wealth Building LLC	4.91K	Mar 31, 26	-550	0.01%
Regal Investment Advisors LLC	4.89K	Mar 31, 26	+4.89K	0.01%
Rockefeller Capital Management L.P.	4.85K	Mar 31, 26	+2.18K	0.01%
Carrera Capital Advisors	4.82K	Mar 31, 26	-84	0.01%
Stratos Wealth Advisors, LLC	4.81K	Mar 31, 26	-425	0.01%
First Citizens Financial Corp	4.79K	Mar 31, 26	+869	0.01%
Independent Advisor Alliance	4.74K	Mar 31, 26	+4.74K	0.01%
Waverly Advisors, LLC	4.66K	Mar 31, 26	+4.66K	0.01%
CITIGROUP INC	4.63K	Mar 31, 26	+1.42K	0.01%
Vise Technologies, Inc.	4.57K	Mar 31, 26	--	0.01%
ALTERNA WEALTH MANAGEMENT, INC	4.54K	Mar 31, 26	-155	0.01%
Concurrent Investment Advisors, LLC	4.52K	Mar 31, 26	-50	0.01%
CGN Advisors LLC	4.49K	Mar 31, 26	-35	0.01%
Tranquility Partners, LLC	4.43K	Mar 31, 26	+2	0.01%
Strategic Equity Management	4.17K	Mar 31, 26	+4.17K	0.01%
Inspire Advisors, LLC	4.11K	Mar 31, 26	+4.11K	0.01%
McKinley Carter Wealth Services, Inc.	4.11K	Mar 31, 26	-17	0.01%
FLC Capital Advisors	4.00K	Mar 31, 26	+570	0.01%
Brown Miller Wealth Management, LLC	3.99K	Mar 31, 26	+3.99K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	3.99K	Mar 31, 26	+3.99K	0.01%
Pflug Koory, LLC	3.95K	Mar 31, 26	+1	0.01%
Cyndeo Wealth Partners, LLC	3.92K	Mar 31, 26	+3.92K	0.01%
Archvest Wealth Advisors, Inc.	3.81K	Mar 31, 26	-586	0.01%
Symphony Financial, Ltd. Co.	3.77K	Mar 31, 26	+16	0.01%
Apella Capital, LLC	3.76K	Mar 31, 26	+2	0.01%
Stokes Family Office, LLC	3.73K	Mar 31, 26	-45	0.01%
Synergy Asset Management, LLC	3.73K	Mar 31, 26	-13.75K	0.01%
CHOREO, LLC	3.72K	Mar 31, 26	-186	0.01%
Bell Investment Advisors, Inc	3.70K	Mar 31, 26	+16	0.01%
S&T BANK/PA	3.65K	Mar 31, 26	-277	0.01%
SAGESPRING WEALTH PARTNERS, LLC	3.64K	Mar 31, 26	+2.05K	0.01%
GUERRA PAN ADVISORS, LLC	3.61K	Mar 31, 26	-60	0.01%
Friday Financial	3.57K	Mar 31, 26	--	0.01%
Golden State Wealth Management, LLC	3.52K	Mar 31, 26	-238	0.01%
Strategic Blueprint, LLC	3.51K	Mar 31, 26	+3.51K	0.01%
Galvin, Gaustad & Stein, LLC	3.46K	Mar 31, 26	-7	0.01%
IHT Wealth Management, LLC	3.42K	Mar 31, 26	+54	0.01%
BostonPremier Wealth LLC	3.41K	Mar 31, 26	+4	0.01%
Lunt Capital Management, Inc.	3.40K	Mar 31, 26	--	0.01%
Strategic Financial Services, Inc,	3.39K	Mar 31, 26	--	0.01%
Financial Engines Advisors L.L.C.	3.38K	Mar 31, 26	--	0.01%
Gibbs Wealth Management	3.38K	Mar 31, 26	+1.26K	0.01%
Federation des caisses Desjardins du Quebec	3.38K	Mar 31, 26	-189	0.01%
Kaufman Rossin Wealth, LLC	3.37K	Mar 31, 26	--	0.01%
Richard P Slaughter Associates Inc	3.37K	Mar 31, 26	-15	0.01%
Dynamic Advisor Solutions LLC	3.35K	Mar 31, 26	+3.35K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	3.29K	Mar 31, 26	-297	0.01%
Mayflower Financial Advisors, LLC	3.29K	Mar 31, 26	-18	0.01%
Montecito Bank & Trust	3.27K	Mar 31, 26	-625	0.01%
MONEYWISE, INC.	3.22K	Mar 31, 26	+3.22K	0.01%
Schrum Private Wealth Management LLC	3.22K	Mar 31, 26	-27	0.01%
Diversified Enterprises, LLC	3.21K	Mar 31, 26	-30	0.01%
JT Stratford LLC	3.19K	Mar 31, 26	+3.19K	0.01%
GEM Asset Management, LLC	3.19K	Mar 31, 26	--	0.01%
Foundry Financial Group, Inc.	3.15K	Mar 31, 26	--	0.01%
Yukon Wealth Management, Inc.	3.14K	Mar 31, 26	+4	0.01%
Acropolis Investment Management, LLC	3.13K	Mar 31, 26	+200	0.01%
PRINCIPAL SECURITIES, INC.	3.13K	Mar 31, 26	-125	0.01%
Prospera Financial Services Inc	3.12K	Mar 31, 26	+3.12K	0.01%
Vertex Planning Partners, LLC	3.04K	Mar 31, 26	+3.04K	0.01%
CFS Investment Advisory Services, LLC	3.00K	Mar 31, 26	+3.00K	0.01%
STRATEGIC INVESTMENT MANAGEMENT, LLC	3.00K	Mar 31, 26	--	0.01%
DRIEHAUS CAPITAL MANAGEMENT LLC	2.96K	Mar 31, 26	-3.48K	0.01%
Goldstein Advisors, LLC	2.96K	Mar 31, 26	--	0.01%
WEALTHGARDEN F.S. LLC	2.93K	Mar 31, 26	+913	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	2.91K	Mar 31, 26	+314	0.00%
FIRST CITIZENS BANK & TRUST CO	2.90K	Mar 31, 26	-387	0.00%
Shared Vision Wealth Group LLC	2.90K	Mar 31, 26	+297	0.00%
SILVERLAKE WEALTH MANAGEMENT LLC	2.88K	Mar 31, 26	+2.88K	0.00%
TCG Advisory Services, LLC	2.82K	Mar 31, 26	+375	0.00%
Golden State Equity Partners	2.80K	Mar 31, 26	+2.80K	0.00%
Community Bank, N.A.	2.79K	Mar 31, 26	--	0.00%
JGP Wealth Management, LLC	2.77K	Mar 31, 26	--	0.00%
Smithfield Trust Co	2.76K	Mar 31, 26	+225	0.00%
Legacy Capital Group California, Inc.	2.76K	Mar 31, 26	+2.76K	0.00%
FIRST FINANCIAL BANKSHARES INC	2.73K	Mar 31, 26	-15	0.00%
Sigma Planning Corp	2.69K	Mar 31, 26	+11	0.00%
Sugar Maple Asset Management, LLC	2.69K	Mar 31, 26	+2.69K	0.00%
J.W. COLE ADVISORS, INC.	2.68K	Mar 31, 26	+175	0.00%
Snowden Capital Advisors LLC	2.67K	Mar 31, 26	+575	0.00%
DAYMARK WEALTH PARTNERS, LLC	2.67K	Mar 31, 26	+941	0.00%
Magnus Financial Group LLC	2.66K	Mar 31, 26	+2.66K	0.00%
Shelter Mutual Insurance Co	2.66K	Mar 31, 26	+2.66K	0.00%
Taylor & Morgan Wealth Management, LLC	2.64K	Mar 31, 26	+12	0.00%
ONE Advisory Partners, LLC	2.63K	Mar 31, 26	+79	0.00%
TRUST CO OF TOLEDO NA /OH/	2.60K	Mar 31, 26	+485	0.00%
Clearwater Capital Advisors, LLC	2.58K	Mar 31, 26	-400	0.00%
W ADVISORS, LLC	2.55K	Mar 31, 26	--	0.00%
Fortis Capital Management LLC	2.52K	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	2.52K	Mar 31, 26	+485	0.00%
Confluence Wealth Services, Inc.	2.51K	Mar 31, 26	--	0.00%
Cartesian Growth Corp	2.51K	Mar 31, 26	--	0.00%
MATTERN CAPITAL MANAGEMENT, LLC	2.48K	Mar 31, 26	-280	0.00%
Barnes Wealth Management Group, Inc	2.45K	Mar 31, 26	+288	0.00%
Sumitomo Mitsui DS Asset Management Company, Ltd	2.44K	Mar 31, 26	+796	0.00%
Quantinno Capital Management LP	2.42K	Mar 31, 26	-542	0.00%
BCGM Wealth Management, LLC	2.41K	Mar 31, 26	+10	0.00%
LEVEL FOUR ADVISORY SERVICES, LLC	2.39K	Mar 31, 26	+65	0.00%
FISCHER INVESTMENT STRATEGIES, LLC	2.37K	Mar 31, 26	-49.74K	0.00%
Robertson Stephens Wealth Management, LLC	2.35K	Mar 31, 26	--	0.00%
HENGEHOLD CAPITAL MANAGEMENT LLC	2.33K	Mar 31, 26	+67	0.00%
Advyzon Investment Management, LLC	2.27K	Mar 31, 26	+2.27K	0.00%
Stonebrook Private Inc.	2.24K	Mar 31, 26	+2.24K	0.00%
Two West Capital Advisors LLC	2.19K	Mar 31, 26	+2.19K	0.00%
CIBC WORLD MARKET INC.	2.12K	Mar 31, 26	-100.94K	0.00%
Krilogy Financial LLC	2.11K	Mar 31, 26	+34	0.00%
American Money Management, LLC	2.08K	Mar 31, 26	+2.08K	0.00%
RDA Financial Network	2.05K	Mar 31, 26	+2.05K	0.00%
Sowell Financial Services LLC	2.05K	Mar 31, 26	+7	0.00%
Eldridge Investment Advisors, Inc.	2.01K	Mar 31, 26	--	0.00%
Beacon Pointe Advisors, LLC	2.01K	Mar 31, 26	+2.01K	0.00%
PMG Wealth Management, Inc.	2.00K	Mar 31, 26	--	0.00%
EPG Wealth Management LLC	2.00K	Mar 31, 26	+6	0.00%
Nova R Wealth, Inc.	1.99K	Mar 31, 26	-51	0.00%
Walkner Condon Financial Advisors LLC	1.97K	Mar 31, 26	-16	0.00%
Fairvoy Private Wealth, LLC	1.97K	Mar 31, 26	+390	0.00%
Headlands Technologies LLC	1.97K	Mar 31, 26	+361	0.00%
HMV Wealth Advisors, LLC	1.96K	Mar 31, 26	--	0.00%
WealthTrust Axiom LLC	1.93K	Mar 31, 26	--	0.00%
Compagnie Lombard Odier SCmA	1.93K	Mar 31, 26	+1.93K	0.00%
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	1.91K	Mar 31, 26	+9	0.00%
HUNTINGTON NATIONAL BANK	1.90K	Mar 31, 26	+47	0.00%
WealthPlan Investment Management, LLC	1.90K	Mar 31, 26	--	0.00%
Wall Capital Group, Inc.	1.85K	Mar 31, 26	+8	0.00%
Aspiring Ventures, LLC	1.85K	Mar 31, 26	+1.85K	0.00%
Greykasell Wealth Strategies, Inc.	1.83K	Mar 31, 26	+2	0.00%
MARINO, STRAM & ASSOCIATES LLC	1.81K	Mar 31, 26	+2	0.00%
Alpha Omega Wealth Management LLC	1.78K	Mar 31, 26	-493	0.00%
Capital Group Private Client Services, Inc.	1.76K	Mar 31, 26	-46	0.00%
Gladstone Institutional Advisory LLC	1.75K	Mar 31, 26	+1.75K	0.00%
Transamerica Financial Advisors, Inc.	1.70K	Mar 31, 26	+1.70K	0.00%
CAPTRUST FINANCIAL ADVISORS	1.69K	Mar 31, 26	-1.02K	0.00%
Legacy Advisors, LLC	1.68K	Mar 31, 26	--	0.00%
Ethic Inc.	1.67K	Mar 31, 26	--	0.00%
Kovack Advisors, Inc.	1.65K	Mar 31, 26	+180	0.00%
WESTBOURNE INVESTMENTS, INC.	1.64K	Mar 31, 26	+1.64K	0.00%
United Advisor Group, LLC	1.61K	Mar 31, 26	+3	0.00%
Visionary Wealth Advisors	1.60K	Mar 31, 26	-82	0.00%
Financial Partners Group, Inc	1.59K	Mar 31, 26	+7	0.00%
MAI Capital Management	1.57K	Mar 31, 26	+146	0.00%
SRS Capital Advisors, Inc.	1.56K	Mar 31, 26	-999	0.00%
Sharkey, Howes & Javer	1.56K	Mar 31, 26	+1.56K	0.00%
Apollon Financial, LLC	1.55K	Mar 31, 26	+1.55K	0.00%
Successful Portfolios LLC	1.54K	Mar 31, 26	+1.54K	0.00%
IEQ CAPITAL, LLC	1.51K	Mar 31, 26	+1.51K	0.00%
Stratos Wealth Partners, LTD.	1.50K	Mar 31, 26	-4.60K	0.00%
CHILTON INVESTMENT CO INC.	1.50K	Mar 31, 26	--	0.00%
BKM Wealth Management, LLC	1.48K	Mar 31, 26	--	0.00%
Modern Wealth Management, LLC	1.46K	Mar 31, 26	+1.46K	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	1.46K	Mar 31, 26	+1.46K	0.00%
Leo Wealth, LLC	1.45K	Mar 31, 26	-69	0.00%
Apollon Wealth Management, LLC	1.45K	Mar 31, 26	+1.45K	0.00%
Security Financial Services, INC.	1.45K	Mar 31, 26	+1.45K	0.00%
4J Wealth Management LLC	1.43K	Mar 31, 26	+1.43K	0.00%
AE Wealth Management LLC	1.43K	Mar 31, 26	-66	0.00%
5T Wealth, LLC	1.42K	Mar 31, 26	+1.42K	0.00%
Investmark Advisory Group LLC	1.42K	Mar 31, 26	+1.42K	0.00%
EVOKE WEALTH, LLC	1.41K	Mar 31, 26	+1.41K	0.00%
Atlas Legacy Advisors, LLC	1.41K	Mar 31, 26	+1.41K	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1.35K	Mar 31, 26	-627	0.00%
Destiny Wealth Partners, LLC	1.32K	Mar 31, 26	-126	0.00%
Archer Investment Corp	1.28K	Mar 31, 26	--	0.00%
TD Capital Management LLC	1.22K	Mar 31, 26	+130	0.00%
NBT BANK N A /NY	1.21K	Mar 31, 26	+1.08K	0.00%
EverSource Wealth Advisors, LLC	1.18K	Mar 31, 26	+208	0.00%
MANNING & NAPIER ADVISORS LLC	1.16K	Mar 31, 26	--	0.00%
RMG Wealth Management LLC	1.03K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.01K	Mar 31, 26	+1.01K	0.00%
Legacy Wealth Managment, LLC/ID	1.01K	Mar 31, 26	+1.00K	0.00%
Delos Wealth Advisors, LLC	942	Mar 31, 26	+942	0.00%
MATHER GROUP, LLC.	933	Mar 31, 26	+933	0.00%
Glen Eagle Advisors, LLC	893	Mar 31, 26	-66	0.00%
CoreFirst Bank & Trust	802	Mar 31, 26	--	0.00%
Biltmore Family Office, LLC	800	Mar 31, 26	--	0.00%
Clearstead Trust, LLC	780	Mar 31, 26	--	0.00%
Gleason Group, Inc.	758	Mar 31, 26	+3	0.00%
Raleigh Capital Management Inc.	755	Mar 31, 26	+755	0.00%
Rosenberg Matthew Hamilton	738	Mar 31, 26	--	0.00%
Coastal Investment Advisors, Inc.	717	Mar 31, 26	-27	0.00%
First Command Advisory Services, Inc.	710	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	687	Mar 31, 26	+687	0.00%
Root Financial Partners, LLC	681	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	667	Mar 31, 26	+1	0.00%
NBC SECURITIES, INC.	607	Mar 31, 26	+119	0.00%
ATLAS CAPITAL ADVISORS LLC	600	Mar 31, 26	-351	0.00%
Steigerwald, Gordon & Koch Inc.	594	Mar 31, 26	--	0.00%
FAS Wealth Partners, Inc.	584	Mar 31, 26	+17	0.00%
Capital Analysts, LLC	560	Mar 31, 26	+560	0.00%
Sound Income Strategies, LLC	554	Mar 31, 26	+68	0.00%
EDMOND DE ROTHSCHILD HOLDING S.A.	550	Mar 31, 26	+550	0.00%
Capital Investment Advisory Services, LLC	519	Mar 31, 26	+400	0.00%
Rossby Financial, LCC	511	Mar 31, 26	+357	0.00%
Lavaca Capital LLC	460	Mar 31, 26	-398	0.00%
AlphaCore Capital LLC	458	Mar 31, 26	--	0.00%
Global Wealth Strategies & Associates	445	Mar 31, 26	--	0.00%
BARCLAYS PLC	420	Mar 31, 26	+420	0.00%
Spire Wealth Management	396	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	386	Mar 31, 26	+386	0.00%
Smartleaf Asset Management LLC	368	Mar 31, 26	-239	0.00%
Ronald Blue Trust, Inc.	362	Mar 31, 26	-27	0.00%
Windsor Advisory Group, LLC	361	Mar 31, 26	+361	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	354	Mar 31, 26	+228	0.00%
Belvedere Trading LLC	354	Mar 31, 26	+354	0.00%
Financial Network Wealth Advisors LLC	346	Mar 31, 26	+346	0.00%
CoreCap Advisors, LLC	344	Mar 31, 26	-13	0.00%
Western Wealth Management, LLC	291	Mar 31, 26	+291	0.00%
ARMSTRONG ADVISORY GROUP, INC	279	Mar 31, 26	--	0.00%
PROTECTIVE LIFE CORP	253	Mar 31, 26	+253	0.00%
Key FInancial Inc	244	Mar 31, 26	+1	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	237	Mar 31, 26	+136	0.00%
New Republic Capital, LLC	224	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	224	Mar 31, 26	+124	0.00%
Arlington Trust Co LLC	203	Mar 31, 26	--	0.00%
Mosley Wealth Management	200	Mar 31, 26	+200	0.00%
Plante Moran Financial Advisors, LLC	188	Mar 31, 26	--	0.00%
Westfuller Advisors, LLC	180	Mar 31, 26	+1	0.00%
Independence Bank of Kentucky	176	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	175	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	173	Mar 31, 26	+173	0.00%
Abound Wealth Management	167	Mar 31, 26	--	0.00%
Crewe Advisors LLC	165	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	160	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	158	Mar 31, 26	-50	0.00%
Cherry Tree Wealth Management, LLC	150	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	145	Mar 31, 26	+1	0.00%
Westside Investment Management, Inc.	145	Mar 31, 26	--	0.00%
SITTNER & NELSON, LLC	138	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	135	Mar 31, 26	+13	0.00%
Johnson Financial Group, Inc.	129	Mar 31, 26	+129	0.00%
TOMPKINS FINANCIAL CORP	128	Mar 31, 26	--	0.00%
GAMMA Investing LLC	127	Mar 31, 26	+50	0.00%
HANTZ FINANCIAL SERVICES, INC.	120	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	119	Mar 31, 26	+119	0.00%
GABLES CAPITAL MANAGEMENT INC.	115	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	115	Mar 31, 26	--	0.00%
Allworth Financial LP	112	Mar 31, 26	+5	0.00%
Asset Dedication, LLC	102	Mar 31, 26	--	0.00%
Holos Integrated Wealth LLC	102	Mar 31, 26	--	0.00%
Park Place Capital Corp	99	Mar 31, 26	+99	0.00%
MTM Investment Management, LLC	98	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	97	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	94	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	92	Mar 31, 26	+1	0.00%
JFS WEALTH ADVISORS, LLC	90	Mar 31, 26	+31	0.00%
Versant Capital Management, Inc	83	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	74	Mar 31, 26	--	0.00%
OXFORD FINANCIAL GROUP LTD	68	Mar 31, 26	--	0.00%
CVA Family Office, LLC	56	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	55	Mar 31, 26	+55	0.00%
Measured Wealth Private Client Group, LLC	54	Mar 31, 26	--	0.00%
DUNCKER STREETT & CO INC	52	Mar 31, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	50	Mar 31, 26	-136	0.00%
Tidemark, LLC	47	Mar 31, 26	--	0.00%
ST GERMAIN D J CO INC	41	Mar 31, 26	+41	0.00%
WPG Advisers, LLC	40	Mar 31, 26	+36	0.00%
BROWN, LISLE/CUMMINGS, INC.	39	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	39	Mar 31, 26	+39	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	38	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	36	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	36	Mar 31, 26	+1	0.00%
HighMark Wealth Management LLC	35	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	35	Mar 31, 26	+6	0.00%
Quest 10 Wealth Builders, Inc.	34	Mar 31, 26	+1	0.00%
TSFG, LLC	32	Mar 31, 26	-51	0.00%
Larson Financial Group LLC	29	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	28	Mar 31, 26	--	0.00%
ATWOOD & PALMER INC	28	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	26	Mar 31, 26	+2	0.00%
HAZLETT, BURT & WATSON, INC.	25	Mar 31, 26	--	0.00%
Synergy Investment Management, LLC	24	Mar 31, 26	+24	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	24	Mar 31, 26	+24	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	24	Mar 31, 26	+24	0.00%
Truvestments Capital LLC	21	Mar 31, 26	+21	0.00%
Morton Brown Family Wealth, LLC	19	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	15	Mar 31, 26	+15	0.00%
Central Pacific Bank - Trust Division	11	Mar 31, 26	+11	0.00%
Caitlin John, LLC	9	Mar 31, 26	-1.00K	0.00%
Citizens National Bank Trust Department	6	Mar 31, 26	+6	0.00%
Reyes Financial Architecture, Inc.	2	Mar 31, 26	+2	0.00%
Retirement Wealth Solutions LLC	2	Mar 31, 26	--	0.00%
Financial Perspectives, Inc	2	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	2	Mar 31, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Mar 31, 26	--	0.00%
VISION FINANCIAL MARKETS LLC	1	Mar 31, 26	--	0.00%
Merkkuri Wealth Advisors LLC	1	Mar 31, 26	+1	0.00%
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-14.50K	--
Wealthcare Advisory Partners LLC	--	Mar 31, 26	-6.30K	--
Sachetta, LLC	--	Mar 31, 26	-78	--
SEVEN MILE ADVISORY	--	Mar 31, 26	-7.66K	--
Optivise Advisory Services LLC	--	Mar 31, 26	-16.27K	--
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-741	--
Signature Resources Capital Management, LLC	--	Mar 31, 26	-70	--
Goldstone Financial Group, LLC	--	Mar 31, 26	-6.15K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-30	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-4.08K	--
Mirae Asset Global Investments Co., Ltd.	--	Mar 31, 26	-21.90K	--
Gerber Kawasaki Wealth & Investment Management	--	Mar 31, 26	-743	--
Brookwood Investment Group LLC	--	Mar 31, 26	-1.83K	--
IAMS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-2.66K	--
MORRIS FINANCIAL CONCEPTS, INC.	--	Mar 31, 26	-71	--
Modus Advisors, LLC	--	Mar 31, 26	-1.00K	--
City Center Advisors, LLC	--	Mar 31, 26	-1.86K	--
True Link Financial Advisors, LLC	--	Mar 31, 26	-12.13K	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-860	--
Integrated Advisors Network LLC	--	Mar 31, 26	-4.35K	--
BOKF, NA	--	Mar 31, 26	-372	--
Jefferies Financial Group Inc.	--	Mar 31, 26	-5.88K	--
ANGELES WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-89	--
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	--	Mar 31, 26	-366	--
IFG Advisory, LLC	--	Mar 31, 26	-3.02K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-5.96K	--
Concord Wealth Partners	--	Mar 31, 26	-147	--
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	--	Mar 31, 26	-417.95K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-51	--
Costello Asset Management, INC	--	Mar 31, 26	-492	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-17.82K	--
IMG Wealth Management, Inc.	--	Mar 31, 26	-56	--
Fulcrum Equity Management	--	Mar 31, 26	-1.86K	--
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-241	--
GLENMEDE TRUST CO NA	--	Mar 31, 26	-816	--
CPR Investments Inc.	--	Mar 31, 26	-3.73K	--
SageView Advisory Group, LLC	11.48K	Dec 31, 25	-344	0.02%
COMERICA BANK	10.25K	Dec 31, 25	-2.51K	0.02%
Global Retirement Partners, LLC	5.20K	Dec 31, 25	+497	0.01%
High Falls Advisors, Inc	1.52K	Dec 31, 25	+1.52K	0.00%
CIBC Private Wealth Group, LLC	1.39K	Dec 31, 25	+1.39K	0.00%
TUCKER ASSET MANAGEMENT LLC	437	Dec 31, 25	+150	0.00%
MGB Wealth Management, LLC	277	Dec 31, 25	+2	0.00%
Running Point Capital Advisors, LLC	256	Dec 31, 25	--	0.00%
TRUST CO OF VERMONT	10	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-724	--
Northwest Capital Management Inc	--	Dec 31, 25	-38	--
EFG Asset Management (Americas) Corp.	72.63K	Sep 30, 25	-906	0.12%
Gunma Bank,Ltd.	24.20K	Sep 30, 25	-25.80K	0.04%
Cubist Systematic Strategies, LLC	7.25K	Sep 30, 25	+3.87K	0.01%
SYNOVUS FINANCIAL CORP	4.22K	Sep 30, 25	+16	0.01%
Certus Wealth Management, LLC	3.94K	Sep 30, 25	-521	0.01%
Glenmede Investment Management, LP	816	Sep 30, 25	-1.25K	0.00%
AllSquare Wealth Management LLC	497	Sep 30, 25	--	0.00%
Abich Financial Wealth Management LLC	18	Sep 30, 25	+18	0.00%
Kathleen S. Wright Associates Inc.	7	Sep 30, 25	--	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-103	--
Congress Wealth Management LLC / DE /	156.49K	Jun 30, 25	+156.49K	0.26%
AVANTAX ADVISORY SERVICES, INC.	12.27K	Jun 30, 25	-1.27K	0.02%
DHK Financial Advisors, Inc.	10.57K	Jun 30, 25	+71	0.02%
Centricity Wealth Management, LLC	1.16K	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-9.72K	--
First Horizon Advisors, Inc.	--	Jun 30, 25	-56	--
Wolf Group Capital Advisors	98.28K	Mar 31, 25	+4.77K	0.17%
Orion Portfolio Solutions, LLC	15.04K	Mar 31, 25	-985	0.03%
US FINANCIAL ADVISORS, LLC	4.00K	Mar 31, 25	+118	0.01%
Sandy Spring Bank	260	Mar 31, 25	+3	0.00%
Lindbrook Capital, LLC	29	Mar 31, 25	+29	0.00%
CAROLINAS WEALTH CONSULTING LLC	27	Mar 31, 25	+27	0.00%
Merriman Wealth Management, LLC	99.94K	Dec 31, 24	-4.70K	0.17%
WR Wealth Planners, LLC	1.67K	Dec 31, 24	-1.69K	0.00%
RAYMOND JAMES & ASSOCIATES	185.29K	Sep 30, 24	-70.23K	0.31%
Raymond James Financial Services Advisors, Inc.	130.12K	Sep 30, 24	+15.45K	0.22%
BBJS FINANCIAL ADVISORS, LLC	56.09K	Sep 30, 24	+418	0.09%
RAYMOND JAMES TRUST N.A.	18.49K	Sep 30, 24	+913	0.03%
TNF LLC	5.78K	Sep 30, 24	-20	0.01%
Diversified, LLC	3.00K	Sep 30, 24	+217	0.01%
NORTHWEST INVESTMENT COUNSELORS, LLC	420	Sep 30, 24	+420	0.00%
Aspire Wealth Management Corp	345	Sep 30, 24	-3	0.00%
Family Asset Management, LLC	253	Sep 30, 24	-4	0.00%
VitalStone Financial, LLC	5	Sep 30, 24	--	0.00%
Peterson Financial Group, Inc.	1	Sep 30, 24	+1	0.00%
BlackRock Inc.	1.52M	Jun 30, 24	-22.88K	2.56%
BUCKINGHAM STRATEGIC WEALTH, LLC	88.82K	Jun 30, 24	-2.50K	0.15%
Private Ocean, LLC	270	Jun 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	138	Jun 30, 24	+35	0.00%
ICA Group Wealth Management, LLC	85	Jun 30, 24	-139	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-64.34K	--
Cetera Advisor Networks LLC	56.77K	Mar 31, 24	+542	0.10%
Cetera Advisors LLC	14.53K	Mar 31, 24	-835	0.02%
Retirement Group, LLC	896	Mar 31, 24	-1.11K	0.00%
Baystate Wealth Management LLC	258.14K	Dec 31, 23	+9.19K	0.44%
FOCUS FINANCIAL NETWORK INC /ADV	38.48K	Dec 31, 23	+38.48K	0.07%
WEALTHSOURCE PARTNERS, LLC	26.00K	Dec 31, 23	-3.96K	0.04%
Simplicity Solutions, LLC	23.29K	Dec 31, 23	+78	0.04%
Day & Ennis, LLC	17.31K	Dec 31, 23	+195	0.03%
PROVENCE WEALTH MANAGEMENT GROUP	513	Dec 31, 23	-309	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.94K	Sep 30, 23	-646	0.02%
Windsor Group LTD	7.56K	Sep 30, 23	-620	0.01%
Wealth Management Solutions, LLC	4.71K	Sep 30, 23	-160	0.01%
TIEDEMANN ADVISORS, LLC	2.81K	Sep 30, 23	-107	0.00%
Icon Wealth Partners, LLC	1.43K	Sep 30, 23	-17	0.00%
EFG CAPITAL INTERNATIONAL CORP.	40.63K	Jun 30, 23	+40.63K	0.07%
First Command Bank	13.06K	Jun 30, 23	-15.54K	0.02%
First Command Financial Services, Inc.	13.06K	Jun 30, 23	-15.54K	0.02%
LEO BROKERAGE, LLC	3.37K	Jun 30, 23	-1.62K	0.01%
Lumature Wealth Partners, LLC	1.67K	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	987	Jun 30, 23	--	0.00%
First Capital Advisors Group, LLC.	121	Jun 30, 23	+88	0.00%
TimeScale Financial, Inc.	22	Jun 30, 23	+22	0.00%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-245	--
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-65	--
CFO4Life, L.P.	140.29K	Dec 31, 22	+140.29K	0.24%
TRUSTCORE FINANCIAL SERVICES, LLC	6.83K	Dec 31, 22	--	0.01%
ZEKE CAPITAL ADVISORS, LLC	3.47K	Dec 31, 22	+3.47K	0.01%
Sargent Bickham Lagudis LLC	35	Dec 31, 22	--	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-71	--
55I, LLC	355.79K	Sep 30, 22	-23.65K	0.60%
STRINGER ASSET MANAGEMENT, LLC	16.09K	Sep 30, 22	-10.56K	0.03%
American Portfolios Advisors	12.10K	Sep 30, 22	+2.15K	0.02%
Legacy Wealth Planning, LLC	4.26K	Sep 30, 22	-7.00K	0.01%
ACG Wealth	3.21K	Sep 30, 22	-1.67K	0.01%
SIENA CAPITAL LLC	1.62K	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	1.48K	Sep 30, 22	-3.22K	0.00%
Spectrum Management Group, LLC	1.10K	Sep 30, 22	-341	0.00%
KARLINSKI ANDREW C	215	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	--	Sep 30, 22	-148	--
HYA Advisors, Inc	40.58K	Jun 30, 22	-3.60K	0.07%
Minot Wealth Management LLC	5.54K	Jun 30, 22	+2.60K	0.01%
Pinnacle Private Wealth, LLC	3.14K	Jun 30, 22	+3.14K	0.01%
Private Capital Group, LLC	5	Jun 30, 22	-3.64K	0.00%
Lake Point Wealth Management	5	Jun 30, 22	+5	0.00%
CAPITAL ONE FINANCIAL CORP	44.05K	Mar 31, 22	-126.03K	0.07%
Winfield Associates, Inc.	24.37K	Mar 31, 22	+3.50K	0.04%
Karn, Couzens & Associates, Inc.	4.35K	Mar 31, 22	+109	0.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2.73K	Mar 31, 22	+2.73K	0.00%
Lenox Wealth Advisors, LLC	123	Mar 31, 22	+123	0.00%
Livingston Group Asset Management CO (operating as Southport Capital Management)	--	Mar 31, 22	-2.72K	--
VIRIDIAN RIA, LLC	--	Mar 31, 22	-2.70K	--
HawsGoodwin Investment Management LLC	114.76K	Dec 31, 21	+3.53K	0.19%
VIVID FINANCIAL MANAGEMENT, INC.	78.77K	Dec 31, 21	-1.28K	0.13%
Biltmore Capital Advisors LLC	54.50K	Dec 31, 21	-6.79K	0.09%
NEXT Financial Group, Inc	23.26K	Dec 31, 21	+8.86K	0.04%
QUEST CAPITAL MANAGEMENT INC /ADV	14.21K	Dec 31, 21	+11.31K	0.02%
Carroll Financial Associates, Inc.	2.96K	Dec 31, 21	-530	0.01%
REILLY FINANCIAL ADVISORS, LLC	311	Dec 31, 21	+311	0.00%
Mosaic Family Wealth, LLC	--	Dec 31, 21	-2.65K	--
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	17.26K	Sep 30, 21	-542	0.03%
Cascadia Advisory Services, LLC	16.54K	Sep 30, 21	-831	0.03%
Ameritas Investment Company, LLC	2.04K	Sep 30, 21	+1.82K	0.00%
BBVA USA	--	Sep 30, 21	-107	--
Homrich & Berg	--	Sep 30, 21	-1.96K	--
Epstein & White Financial LLC	2.16K	Jun 30, 21	+2.16K	0.00%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	470	Jun 30, 21	+260	0.00%
Stewardship Financial Advisors, LLC	13	Mar 31, 21	+13	0.00%
NewFocus Financial Group, LLC	33.05K	Dec 31, 20	-501	0.06%
ROWLAND CARMICHAEL ADVISORS INC /ADV	20.76K	Dec 31, 20	+460	0.04%
ETRADE Capital Management LLC	720.88K	Sep 30, 20	+193.97K	1.22%
First Allied Advisory Services, Inc.	50.75K	Sep 30, 20	+4.20K	0.09%
LifePlan Financial Group, Inc	32.26K	Sep 30, 20	+520	0.05%
Lenox Wealth Management, Inc.	1.11K	Jun 30, 20	+1.11K	0.00%
PagnatoKarp Partners LLC	120.63K	Mar 31, 20	-18.01K	0.20%
Huber Financial Advisors, LLC	111.86K	Mar 31, 20	+71.82K	0.19%
Squar Milner Financial Services LLC	1.53K	Mar 31, 20	--	0.00%
CAPITAL ONE, NATIONAL ASSOCIATION	140.61K	Dec 31, 19	+140.61K	0.24%
LADENBURG THALMANN FINANCIAL SERVICES INC.	46.01K	Dec 31, 19	+22.96K	0.08%
Advisor Group, Inc.	33.60K	Dec 31, 19	+20.86K	0.06%
Crow Point Partners, LLC	10.00K	Dec 31, 19	+2.00K	0.02%
Capital One Investing, Inc.	76.54K	Sep 30, 19	+3.56K	0.13%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	23.19K	Sep 30, 19	+3.43K	0.04%
BB&T SECURITIES, LLC	--	Sep 30, 19	-29.41K	--
HL FINANCIAL SERVICES LLC	47.50K	Mar 31, 19	+5.25K	0.08%
NEXT Financial Holdings	1.35K	Mar 31, 19	+1.35K	0.00%
WealthTrust Fairport, LLC	391	Mar 31, 19	+391	0.00%
COMERICA SECURITIES INC	25.04K	Dec 31, 18	+25.04K	0.04%
Visionary Asset Management, Inc.	4.56K	Dec 31, 18	+514	0.01%
CUE ADVISORY SERVICES, INC.	3.69K	Sep 30, 18	--	0.01%
Edge Advisors, LLC	2.20K	Jun 30, 18	--	0.00%
Kabarec Financial Advisors, Ltd.	2.15K	Jun 30, 18	+2.15K	0.00%
SII INVESTMENTS INC/WI	31.97K	Dec 31, 17	-38.03K	0.05%
Spruce Investment Advisors LLC	28.17K	Dec 31, 17	-3.27K	0.05%
INVESTMENT CENTERS OF AMERICA INC	--	Dec 31, 17	-2.81K	--
Commonwealth Equity Services, Inc	16.50K	Jun 30, 17	+40	0.03%
BlackRock Institutional Trust Company, N.A.	1.65M	Dec 31, 16	+1.48M	2.80%
BlackRock Investment Management, LLC	131.47K	Dec 31, 16	+52.76K	0.22%
MSI Financial Services Inc	3.34K	Dec 31, 16	+3.09K	0.01%
Counsel Portfolio Services Inc.	--	Jun 30, 16	-6.13K	--
MANAGED ACCOUNT ADVISORS LLC	756	Jun 30, 15	+756	0.00%
KNIGHT CAPITAL GROUP LLC	4.30K	Jun 30, 13	+4.30K	0.01%

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Holder

Date

Change

% Held

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

23.03M

Mar 31, 26

+281.62K

38.94%

Mason Investment Advisory Services, Inc.

4.64M

Mar 31, 26

-48.19K

7.85%

Matson Money. Inc.

2.46M

Mar 31, 26

-145.60K

4.15%

BANK OF AMERICA CORP /DE/

1.61M

Mar 31, 26

+5.58K

2.73%

BlackRock, Inc.

1.55M

Mar 31, 26

+148.53K

2.63%

ENVESTNET ASSET MANAGEMENT INC

1.29M

Mar 31, 26

+1.16M

2.17%

MERCER GLOBAL ADVISORS INC /ADV

1.18M

Mar 31, 26

-46.58K

2.00%

Wharton Business Group, LLC

1.15M

Mar 31, 26

-42.68K

1.95%

LPL Financial LLC

939.36K

Mar 31, 26

+401.19K

1.59%

MORGAN STANLEY

927.08K

Mar 31, 26

+86.61K

1.57%

FMR LLC

721.49K

Mar 31, 26

+113.85K

1.22%

JPMORGAN CHASE & CO

667.46K

Mar 31, 26

+253.65K

1.13%

WELLS FARGO & COMPANY/MN

618.26K

Mar 31, 26

+264.97K

1.05%

PNC FINANCIAL SERVICES GROUP, INC.

558.53K

Mar 31, 26

+8.34K

0.94%

Kathmere Capital Management, LLC

459.89K

Mar 31, 26

-4.29K

0.78%

Janney Montgomery Scott LLC

447.06K

Mar 31, 26

+107.10K

0.76%

UBS Group AG

349.24K

Mar 31, 26

-12.68K

0.59%

Colony Group, LLC

331.68K

Mar 31, 26

+2.72K

0.56%

M&T BANK CORP

313.44K

Mar 31, 26

-13.87K

0.53%

MML INVESTORS SERVICES, LLC

309.02K

Mar 31, 26

+250.80K

0.52%

ROYAL BANK OF CANADA

305.94K

Mar 31, 26

+131.53K

0.52%

Marks Wealth, LLC

305.04K

Mar 31, 26

+52.25K

0.52%

CWM, LLC

289.85K

Mar 31, 26

+57.60K

0.49%

MASON STREET ADVISORS, LLC

288.20K

Mar 31, 26

+288.20K

0.49%

STATE OF MICHIGAN RETIREMENT SYSTEM

279.80K

Mar 31, 26

-167.90K

0.47%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

267.15K

Mar 31, 26

+267.15K

0.45%

AMERIPRISE FINANCIAL INC

260.53K

Mar 31, 26

+63.71K

0.44%

RAYMOND JAMES FINANCIAL INC

243.97K

Mar 31, 26

+17.48K

0.41%

Mullooly Asset Management, Inc.

243.74K

Mar 31, 26

-6.15K

0.41%

Stonehearth Capital Management, LLC

236.42K

Mar 31, 26

-17.86K

0.40%

PRUDENTIAL PLC

223.80K

Mar 31, 26

+103.80K

0.38%

One Capital Management, LLC

220.58K

Mar 31, 26

+140.97K

0.37%

Cetera Investment Advisers

194.43K

Mar 31, 26

+90.87K

0.33%

Meridian Wealth Partners, LLC

186.23K

Mar 31, 26

+2.54K

0.31%

INTRUST BANK NA

174.53K

Mar 31, 26

-68.93K

0.30%

Elk River Wealth Management, LLC

171.23K

Mar 31, 26

-715

0.29%

Insight Wealth Strategies, LLC

154.87K

Mar 31, 26

+153.39K

0.26%

Qube Research & Technologies Ltd

154.85K

Mar 31, 26

+154.72K

0.26%

TUDOR INVESTMENT CORP ET AL

153.18K

Mar 31, 26

+150.42K

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

147.97K

Mar 31, 26

-8.54K

0.25%

ADVISOR GROUP HOLDINGS, INC.

142.31K

Mar 31, 26

-3.50K

0.24%

Foster Group, Inc.

136.91K

Mar 31, 26

-84

0.23%

Lido Advisors, LLC

132.34K

Mar 31, 26

-24.81K

0.22%

Addison Advisors LLC

114.84K

Mar 31, 26

-1

0.19%

Integrated Wealth Concepts LLC

113.61K

Mar 31, 26

+47.90K

0.19%

JONES FINANCIAL COMPANIES LLLP

108.16K

Mar 31, 26

+50.97K

0.18%

Erste Asset Management GmbH

103.40K

Mar 31, 26

0.17%

GOLDMAN SACHS GROUP INC

97.50K

Mar 31, 26

-43.00K

0.16%

Cresset Asset Management, LLC

90.53K

Mar 31, 26

-6.07K

0.15%

SIGNATUREFD, LLC

80.77K

Mar 31, 26

-260

0.14%

LIFE LINE WEALTH MANAGEMENT LLC

76.73K

Mar 31, 26

+76.73K

0.13%

Bleakley Financial Group, LLC

75.23K

Mar 31, 26

+59.17K

0.13%

PARK AVENUE SECURITIES LLC

72.72K

Mar 31, 26

+68.50K

0.12%

HighTower Advisors, LLC

70.76K

Mar 31, 26

+9.96K

0.12%

Buckingham Strategic Partners

67.05K

Mar 31, 26

+1.74K

0.11%

First Financial Bank - Trust Division

66.49K

Mar 31, 26

+2.92K

0.11%

Avidian Wealth Solutions, LLC

65.09K

Mar 31, 26

-80.86K

0.11%

Redhawk Wealth Advisors, Inc.

64.39K

Mar 31, 26

+64.39K

0.11%

Cerro Pacific Wealth Advisors LLC

63.67K

Mar 31, 26

-8.36K

0.11%

CFO4Life Group, LLC

63.28K

Mar 31, 26

-1.45K

0.11%

Bank of New York Mellon Corp

61.77K

Mar 31, 26

-394

0.10%

Resources Investment Advisors, LLC.

61.20K

Mar 31, 26

+25.05K

0.10%

D. E. Shaw & Co., Inc.

61.04K

Mar 31, 26

+61.04K

0.10%

Cerity Partners LLC

57.42K

Mar 31, 26

-3.03K

0.10%

SYNTAX RESEARCH, INC.

56.73K

Mar 31, 26

-4.83K

0.10%

Dorsey Wright & Associates

56.55K

Mar 31, 26

+56.55K

0.10%

IFP Advisors, Inc

51.32K

Mar 31, 26

+9.06K

0.09%

Steward Partners Investment Advisory, LLC

51.03K

Mar 31, 26

-7.47K

0.09%

Cambridge Investment Research Advisors, Inc.

50.58K

Mar 31, 26

+7.11K

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

50.13K

Mar 31, 26

+39.33K

0.08%

Tactive Advisors, LLC

49.86K

Mar 31, 26

-5.50K

0.08%

NOMURA ASSET MANAGEMENT CO LTD

46.76K

Mar 31, 26

+21.30K

0.08%

Point72 Asset Management, L.P.

45.77K

Mar 31, 26

+36.98K

0.08%

Aptus Capital Advisors, LLC

45.41K

Mar 31, 26

+161

0.08%

ANDERSON HOAGLAND & CO

44.74K

Mar 31, 26

-933

0.08%

WADDELL & ASSOCIATES, LLC

42.51K

Mar 31, 26

+828

0.07%

Mariner, LLC

41.40K

Mar 31, 26

+4.35K

0.07%

Parallel Advisors, LLC

40.58K

Mar 31, 26

-763

0.07%

Well Done, LLC

39.52K

Mar 31, 26

+505

0.07%

EVERGREEN CAPITAL MANAGEMENT LLC

39.29K

Mar 31, 26

-423

0.07%

Interchange Capital Partners, LLC

38.39K

Mar 31, 26

-697

0.06%

Geneos Wealth Management Inc.

38.22K

Mar 31, 26

+38.13K

0.06%

Tennessee Valley Asset Management Partners

34.95K

Mar 31, 26

+34.95K

0.06%

Family Management Corp

34.18K

Mar 31, 26

-1.50K

0.06%

Foundations Investment Advisors, LLC

33.97K

Mar 31, 26

+8.93K

0.06%

Arrow Investment Advisors, LLC

32.50K

Mar 31, 26

+32.50K

0.05%

STEPHENS INC /AR/

32.32K

Mar 31, 26

+3.44K

0.05%

PEDDOCK CAPITAL ADVISORS, LLC

32.15K

Mar 31, 26

+1.45K

0.05%

Focus Financial Network, Inc.

31.09K

Mar 31, 26

-6.12K

0.05%

Equitable Holdings, Inc.

30.92K

Mar 31, 26

-318

0.05%

SVB WEALTH LLC

30.52K

Mar 31, 26

+1.62K

0.05%

SAX WEALTH ADVISORS, LLC

29.10K

Mar 31, 26

0.05%

Miracle Mile Advisors, LLC

28.72K

Mar 31, 26

+27.24K

0.05%

JACKSON THORNTON ASSET MANAGEMENT, LLC

28.23K

Mar 31, 26

0.05%

Creative Planning

27.80K

Mar 31, 26

+11.55K

0.05%

Dorsey & Whitney Trust CO LLC

27.18K

Mar 31, 26

0.05%

CI Private Wealth, LLC

26.75K

Mar 31, 26

+9.50K

0.05%

Sage Advisory Services, Ltd.Co.

26.30K

Mar 31, 26

-1.00K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

26.29K

Mar 31, 26

+12.03K

0.04%

KESTRA PRIVATE WEALTH SERVICES, LLC

25.99K

Mar 31, 26

+23.33K

0.04%

Avantax Planning Partners, Inc.

25.57K

Mar 31, 26

-96

0.04%

NDWM LLC

25.28K

Mar 31, 26

+25.28K

0.04%

Envestnet Portfolio Solutions, Inc.

25.15K

Mar 31, 26

+9.78K

0.04%

GTS SECURITIES LLC

24.43K

Mar 31, 26

+24.43K

0.04%

Savant Capital, LLC

23.05K

Mar 31, 26

-793

0.04%

Valued Retirements, Inc.

22.83K

Mar 31, 26

+22.83K

0.04%

EQ LLC

22.50K

Mar 31, 26

-391

0.04%

Y-Intercept (Hong Kong) Ltd

22.27K

Mar 31, 26

+22.27K

0.04%

EP Wealth Advisors, LLC

22.06K

Mar 31, 26

-2.66K

0.04%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

22.00K

Mar 31, 26

-539

0.04%

Trilogy Capital Inc.

21.78K

Mar 31, 26

-2.61K

0.04%

BANK OF MONTREAL /CAN/

21.76K

Mar 31, 26

+183

0.04%

Apex Wealth Management, LLC

21.50K

Mar 31, 26

+21.50K

0.04%

Bank Julius Baer & Co. Ltd, Zurich

21.24K

Mar 31, 26

+3.10K

0.04%

Keystone Global Partners, LLC

19.16K

Mar 31, 26

+19.16K

0.03%

Cannon Financial Strategists, Inc.

18.78K

Mar 31, 26

-98

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

18.70K

Mar 31, 26

-3.16K

0.03%

McAdam, LLC

18.64K

Mar 31, 26

+1.08K

0.03%

ABSOLUTE CAPITAL MANAGEMENT, LLC

18.63K

Mar 31, 26

+1.00K

0.03%

Advisory Services Network, LLC

18.60K

Mar 31, 26

-1.30K

0.03%

Atria Investments, Inc

18.50K

Mar 31, 26

+8.69K

0.03%

NorthRock Partners, LLC

18.38K

Mar 31, 26

+18.38K

0.03%

Per Stirling Capital Management, LLC.

18.10K

Mar 31, 26

+18.10K

0.03%

Arkadios Wealth Advisors

18.07K

Mar 31, 26

+10.88K

0.03%

Eagle Strategies LLC

17.89K

Mar 31, 26

-625

0.03%

Steel Peak Wealth Management LLC

17.56K

Mar 31, 26

+4.58K

0.03%

Genus Capital Management Inc.

17.39K

Mar 31, 26

-213

0.03%

BNP PARIBAS ARBITRAGE, SNC

17.37K

Mar 31, 26

-17.67K

0.03%

Brinker Capital Investments, LLC

17.33K

Mar 31, 26

+3.42K

0.03%

Sanctuary Advisors, LLC

16.91K

Mar 31, 26

+8.27K

0.03%

STIFEL FINANCIAL CORP

16.89K

Mar 31, 26

+6.29K

0.03%

MAGNOLIA CAPITAL ADVISORS LLC

16.89K

Mar 31, 26

-14.41K

0.03%

AQR CAPITAL MANAGEMENT LLC

16.85K

Mar 31, 26

+12.21K

0.03%

U.S. Capital Wealth Advisors, LLC

16.84K

Mar 31, 26

-4.15K

0.03%

JDH Wealth Management, LLC

16.68K

Mar 31, 26

0.03%

Baird Financial Group, Inc.

16.28K

Mar 31, 26

+1.14K

0.03%

Financial & Tax Architects, LLC

15.96K

Mar 31, 26

-938

0.03%

Dynasty Wealth Management, LLC

15.70K

Mar 31, 26

+15.70K

0.03%

MorganRosel Wealth Management, LLC

15.22K

Mar 31, 26

-7.32K

0.03%

CALIBER WEALTH MANAGEMENT, LLC / KS

15.08K

Mar 31, 26

-97

0.03%

MA Private Wealth

14.83K

Mar 31, 26

+2.93K

0.03%

Ashton Thomas Private Wealth, LLC

14.79K

Mar 31, 26

-7

0.03%

Farther Finance Advisors, LLC

14.39K

Mar 31, 26

+744

0.02%

SAXON INTERESTS, INC.

14.28K

Mar 31, 26

-2.63K

0.02%

10Elms LLP

13.96K

Mar 31, 26

+1.60K

0.02%

Hilltop Holdings Inc.

13.70K

Mar 31, 26

-160

0.02%

CreativeOne Wealth, LLC

13.63K

Mar 31, 26

+1.13K

0.02%

WBH ADVISORY INC

13.40K

Mar 31, 26

+13.40K

0.02%

FDx Advisors, Inc.

13.13K

Mar 31, 26

+13.13K

0.02%

SWMG, LLC

13.06K

Mar 31, 26

+13.06K

0.02%

JANE STREET GROUP, LLC

12.95K

Mar 31, 26

+10.77K

0.02%

Beaird Harris Wealth Management, LLC

12.88K

Mar 31, 26

-370

0.02%

CLARIS ADVISORS, LLC / MO /

12.83K

Mar 31, 26

+29

0.02%

US BANCORP \DE\

12.82K

Mar 31, 26

-1.58K

0.02%

Capital Investment Advisors, LLC

12.73K

Mar 31, 26

+3.03K

0.02%

Haverford Trust Co

12.55K

Mar 31, 26

-555

0.02%

MILLENNIUM MANAGEMENT LLC

12.43K

Mar 31, 26

+9.32K

0.02%

NCM Capital Management, LLC

12.43K

Mar 31, 26

0.02%

SIMON QUICK ADVISORS, LLC

12.22K

Mar 31, 26

-73

0.02%

WARNER FINANCIAL, INC

11.73K

Mar 31, 26

+16

0.02%

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

11.65K

Mar 31, 26

+11.65K

0.02%

Merit Financial Group, LLC

11.57K

Mar 31, 26

+2.25K

0.02%

ASSETMARK, INC

11.44K

Mar 31, 26

-2.91K

0.02%

Keystone Financial Group, Inc.

11.20K

Mar 31, 26

-330

0.02%

Diversified Trust Co

11.18K

Mar 31, 26

-1.24K

0.02%

HARBOUR INVESTMENTS, INC.

11.04K

Mar 31, 26

-31

0.02%

Ascent Group, LLC

10.90K

Mar 31, 26

+8.34K

0.02%

HRT FINANCIAL LP

10.87K

Mar 31, 26

+1.73K

0.02%

Private Advisor Group, LLC

10.51K

Mar 31, 26

+1.75K

0.02%

TRUIST FINANCIAL CORP

10.13K

Mar 31, 26

-817

0.02%

LS Investment Advisors, LLC

10.06K

Mar 31, 26

-1.42K

0.02%

CLIENT 1ST ADVISORY GROUP, LLC

10.06K

Mar 31, 26

0.02%

RHS Financial, LLC

9.89K

Mar 31, 26

+2.04K

0.02%

NewEdge Advisors, LLC

9.59K

Mar 31, 26

-790

0.02%

Physician Wealth Advisors, Inc.

9.58K

Mar 31, 26

+588

0.02%

KEYBANK NATIONAL ASSOCIATION/OH

9.43K

Mar 31, 26

-6

0.02%

Almanack Investment Partners, LLC.

9.42K

Mar 31, 26

0.02%

Ausdal Financial Partners, Inc.

9.41K

Mar 31, 26

+1.89K

0.02%

Pensionmark Financial Group, LLC

9.26K

Mar 31, 26

+9.26K

0.02%

Mutual Advisors, LLC

9.25K

Mar 31, 26

+107

0.02%

FIFTH THIRD BANCORP

9.21K

Mar 31, 26

+9.14K

0.02%

XTX Topco Ltd

9.11K

Mar 31, 26

+9.11K

0.02%

OMNI 360 Wealth, Inc.

9.00K

Mar 31, 26

-323

0.02%

PETRA FINANCIAL ADVISORS INC

8.94K

Mar 31, 26

+8.94K

0.02%

Russell Investments Group, Ltd.

8.86K

Mar 31, 26

+667

0.01%

JOURNEY STRATEGIC WEALTH LLC

8.68K

Mar 31, 26

-438

0.01%

BLAIR WILLIAM & CO/IL

8.60K

Mar 31, 26

-72

0.01%

Vision Capital Management, Inc.

8.58K

Mar 31, 26

0.01%

ALLSTATE CORP

8.50K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

8.18K

Mar 31, 26

-49

0.01%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

8.12K

Mar 31, 26

-283

0.01%

Invst, LLC

8.08K

Mar 31, 26

+8.08K

0.01%

Sequoia Financial Advisors, LLC

7.88K

Mar 31, 26

+7.88K

0.01%

Heirloom Wealth Management

7.74K

Mar 31, 26

+7.74K

0.01%

Traveka Wealth, LLC

7.53K

Mar 31, 26

+7.53K

0.01%

Kestra Advisory Services, LLC

7.33K

Mar 31, 26

+516

0.01%

Brookstone Capital Management

7.27K

Mar 31, 26

+623

0.01%

Avant Capital LLC

7.02K

Mar 31, 26

-378

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

6.93K

Mar 31, 26

+46

0.01%

Summit Wealth Group, LLC

6.82K

Mar 31, 26

-1.02K

0.01%

UMB Bank, n.a.

6.65K

Mar 31, 26

0.01%

San Luis Wealth Advisors LLC

6.63K

Mar 31, 26

-1.15K

0.01%

Simplicity Wealth,LLC

6.63K

Mar 31, 26

+6.63K

0.01%

WEDBUSH SECURITIES INC

6.57K

Mar 31, 26

+1.33K

0.01%

Accredited Investors Inc.

6.53K

Mar 31, 26

+6.53K

0.01%

GREENLEAF TRUST

6.53K

Mar 31, 26

0.01%

PFG Advisors

6.52K

Mar 31, 26

+309

0.01%

NORTHERN TRUST CORP

6.48K

Mar 31, 26

+178

0.01%

Noble Wealth Management PBC

6.45K

Mar 31, 26

+2.70K

0.01%

MB Generational Wealth, LLC

6.41K

Mar 31, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

6.32K

Mar 31, 26

-129

0.01%

Chicago Partners Investment Group LLC

6.14K

Mar 31, 26

+39

0.01%

KPP Advisory Services LLC

6.08K

Mar 31, 26

-845

0.01%

Apeiron RIA LLC

6.08K

Mar 31, 26

+6.08K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.07K

Mar 31, 26

+528

0.01%

INSIGNEO ADVISORY SERVICES, LLC

5.87K

Mar 31, 26

0.01%

Darden Wealth Group Inc

5.85K

Mar 31, 26

-16

0.01%

VestGen Advisors, LLC

5.64K

Mar 31, 26

+5.64K

0.01%

B. Riley Wealth Advisors, Inc.

5.59K

Mar 31, 26

+822

0.01%

RFG Advisory, LLC

5.57K

Mar 31, 26

-293

0.01%

Meridian Wealth Management, LLC

5.56K

Mar 31, 26

+155

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

5.52K

Mar 31, 26

+466

0.01%

West Wealth Group, LLC

5.49K

Mar 31, 26

+1.15K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

5.49K

Mar 31, 26

+208

0.01%

Keystone Wealth Services, LLC

5.49K

Mar 31, 26

0.01%

Breakwater Capital Group

5.44K

Mar 31, 26

+857

0.01%

Squire Investment Management Company, LLC

5.44K

Mar 31, 26

0.01%

One Wealth Advisors, LLC

5.40K

Mar 31, 26

+514

0.01%

NATIONAL BANK OF CANADA /FI/

5.32K

Mar 31, 26

-1.18K

0.01%

AWM CAPITAL, LLC

5.29K

Mar 31, 26

0.01%

Hanlon Investment Management, Inc.

5.29K

Mar 31, 26

+5.29K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

5.27K

Mar 31, 26

+1.01K

0.01%

Kovitz Investment Group Partners, LLC

5.14K

Mar 31, 26

0.01%

Cypress Wealth Services, LLC

5.12K

Mar 31, 26

-8

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

5.12K

Mar 31, 26

+952

0.01%

GeoWealth Management, LLC

4.95K

Mar 31, 26

+4.95K

0.01%

Ariadne Wealth Management, LP

4.93K

Mar 31, 26

0.01%

Innovative Wealth Building LLC

4.91K

Mar 31, 26

-550

0.01%

Regal Investment Advisors LLC

4.89K

Mar 31, 26

+4.89K

0.01%

Rockefeller Capital Management L.P.

4.85K

Mar 31, 26

+2.18K

0.01%

Carrera Capital Advisors

4.82K

Mar 31, 26

-84

0.01%

Stratos Wealth Advisors, LLC

4.81K

Mar 31, 26

-425

0.01%

First Citizens Financial Corp

4.79K

Mar 31, 26

+869

0.01%

Independent Advisor Alliance

4.74K

Mar 31, 26

+4.74K

0.01%

Waverly Advisors, LLC

4.66K

Mar 31, 26

+4.66K

0.01%

CITIGROUP INC

4.63K

Mar 31, 26

+1.42K

0.01%

Vise Technologies, Inc.

4.57K

Mar 31, 26

0.01%

ALTERNA WEALTH MANAGEMENT, INC

4.54K

Mar 31, 26

-155

0.01%

Concurrent Investment Advisors, LLC

4.52K

Mar 31, 26

-50

0.01%

CGN Advisors LLC

4.49K

Mar 31, 26

-35

0.01%

Tranquility Partners, LLC

4.43K

Mar 31, 26

0.01%

Strategic Equity Management

4.17K

Mar 31, 26

+4.17K

0.01%

Inspire Advisors, LLC

4.11K

Mar 31, 26

+4.11K

0.01%

McKinley Carter Wealth Services, Inc.

4.11K

Mar 31, 26

-17

0.01%

FLC Capital Advisors

4.00K

Mar 31, 26

+570

0.01%

Brown Miller Wealth Management, LLC

3.99K

Mar 31, 26

+3.99K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

3.99K

Mar 31, 26

+3.99K

0.01%

Pflug Koory, LLC

3.95K

Mar 31, 26

0.01%

Cyndeo Wealth Partners, LLC

3.92K

Mar 31, 26

+3.92K

0.01%

Archvest Wealth Advisors, Inc.

3.81K

Mar 31, 26

-586

0.01%

Symphony Financial, Ltd. Co.

3.77K

Mar 31, 26

+16

0.01%

Apella Capital, LLC

3.76K

Mar 31, 26

0.01%

Stokes Family Office, LLC

3.73K

Mar 31, 26

-45

0.01%

Synergy Asset Management, LLC

3.73K

Mar 31, 26

-13.75K

0.01%

CHOREO, LLC

3.72K

Mar 31, 26

-186

0.01%

Bell Investment Advisors, Inc

3.70K

Mar 31, 26

+16

0.01%

S&T BANK/PA

3.65K

Mar 31, 26

-277

0.01%

SAGESPRING WEALTH PARTNERS, LLC

3.64K

Mar 31, 26

+2.05K

0.01%

GUERRA PAN ADVISORS, LLC

3.61K

Mar 31, 26

-60

0.01%

Friday Financial

3.57K

Mar 31, 26

0.01%

Golden State Wealth Management, LLC

3.52K

Mar 31, 26

-238

0.01%

Strategic Blueprint, LLC

3.51K

Mar 31, 26

+3.51K

0.01%

Galvin, Gaustad & Stein, LLC

3.46K

Mar 31, 26

-7

0.01%

IHT Wealth Management, LLC

3.42K

Mar 31, 26

+54

0.01%

BostonPremier Wealth LLC

3.41K

Mar 31, 26

0.01%

Lunt Capital Management, Inc.

3.40K

Mar 31, 26

0.01%

Strategic Financial Services, Inc,

3.39K

Mar 31, 26

0.01%

Financial Engines Advisors L.L.C.

3.38K

Mar 31, 26

0.01%

Gibbs Wealth Management

3.38K

Mar 31, 26

+1.26K

0.01%

Federation des caisses Desjardins du Quebec

3.38K

Mar 31, 26

-189

0.01%

Kaufman Rossin Wealth, LLC

3.37K

Mar 31, 26

0.01%

Richard P Slaughter Associates Inc

3.37K

Mar 31, 26

-15

0.01%

Dynamic Advisor Solutions LLC

3.35K

Mar 31, 26

+3.35K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

3.29K

Mar 31, 26

-297

0.01%

Mayflower Financial Advisors, LLC

3.29K

Mar 31, 26

-18

0.01%

Montecito Bank & Trust

3.27K

Mar 31, 26

-625

0.01%

MONEYWISE, INC.

3.22K

Mar 31, 26

+3.22K

0.01%

Schrum Private Wealth Management LLC

3.22K

Mar 31, 26

-27

0.01%

Diversified Enterprises, LLC

3.21K

Mar 31, 26

-30

0.01%

JT Stratford LLC

3.19K

Mar 31, 26

+3.19K

0.01%

GEM Asset Management, LLC

3.19K

Mar 31, 26

0.01%

Foundry Financial Group, Inc.

3.15K

Mar 31, 26

0.01%

Yukon Wealth Management, Inc.

3.14K

Mar 31, 26

0.01%

Acropolis Investment Management, LLC

3.13K

Mar 31, 26

+200

0.01%

PRINCIPAL SECURITIES, INC.

3.13K

Mar 31, 26

-125

0.01%

Prospera Financial Services Inc

3.12K

Mar 31, 26

+3.12K

0.01%

Vertex Planning Partners, LLC

3.04K

Mar 31, 26

+3.04K

0.01%

CFS Investment Advisory Services, LLC

3.00K

Mar 31, 26

+3.00K

0.01%

STRATEGIC INVESTMENT MANAGEMENT, LLC

3.00K

Mar 31, 26

0.01%

DRIEHAUS CAPITAL MANAGEMENT LLC

2.96K

Mar 31, 26

-3.48K

0.01%

Goldstein Advisors, LLC

2.96K

Mar 31, 26

0.01%

WEALTHGARDEN F.S. LLC

2.93K

Mar 31, 26

+913

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

2.91K

Mar 31, 26

+314

0.00%

FIRST CITIZENS BANK & TRUST CO

2.90K

Mar 31, 26

-387

0.00%

Shared Vision Wealth Group LLC

2.90K

Mar 31, 26

+297

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

2.88K

Mar 31, 26

+2.88K

0.00%

TCG Advisory Services, LLC

2.82K

Mar 31, 26

+375

0.00%

Golden State Equity Partners

2.80K

Mar 31, 26

+2.80K

0.00%

Community Bank, N.A.

2.79K

Mar 31, 26

0.00%

JGP Wealth Management, LLC

2.77K

Mar 31, 26

0.00%

Smithfield Trust Co

2.76K

Mar 31, 26

+225

0.00%

Legacy Capital Group California, Inc.

2.76K

Mar 31, 26

+2.76K

0.00%

FIRST FINANCIAL BANKSHARES INC

2.73K

Mar 31, 26

-15

0.00%

Sigma Planning Corp

2.69K

Mar 31, 26

+11

0.00%

Sugar Maple Asset Management, LLC

2.69K

Mar 31, 26

+2.69K

0.00%

J.W. COLE ADVISORS, INC.

2.68K

Mar 31, 26

+175

0.00%

Snowden Capital Advisors LLC

2.67K

Mar 31, 26

+575

0.00%

DAYMARK WEALTH PARTNERS, LLC

2.67K

Mar 31, 26

+941

0.00%

Magnus Financial Group LLC

2.66K

Mar 31, 26

+2.66K

0.00%

Shelter Mutual Insurance Co

2.66K

Mar 31, 26

+2.66K

0.00%

Taylor & Morgan Wealth Management, LLC

2.64K

Mar 31, 26

+12

0.00%

ONE Advisory Partners, LLC

2.63K

Mar 31, 26

+79

0.00%

TRUST CO OF TOLEDO NA /OH/

2.60K

Mar 31, 26

+485

0.00%

Clearwater Capital Advisors, LLC

2.58K

Mar 31, 26

-400

0.00%

W ADVISORS, LLC

2.55K

Mar 31, 26

0.00%

Fortis Capital Management LLC

2.52K

Mar 31, 26

0.00%

BESSEMER GROUP INC

2.52K

Mar 31, 26

+485

0.00%

Confluence Wealth Services, Inc.

2.51K

Mar 31, 26

0.00%

Cartesian Growth Corp

2.51K

Mar 31, 26

0.00%

MATTERN CAPITAL MANAGEMENT, LLC

2.48K

Mar 31, 26

-280

0.00%

Barnes Wealth Management Group, Inc

2.45K

Mar 31, 26

+288

0.00%

Sumitomo Mitsui DS Asset Management Company, Ltd

2.44K

Mar 31, 26

+796

0.00%

Quantinno Capital Management LP

2.42K

Mar 31, 26

-542

0.00%

BCGM Wealth Management, LLC

2.41K

Mar 31, 26

+10

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

2.39K

Mar 31, 26

+65

0.00%

FISCHER INVESTMENT STRATEGIES, LLC

2.37K

Mar 31, 26

-49.74K

0.00%

Robertson Stephens Wealth Management, LLC

2.35K

Mar 31, 26

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

2.33K

Mar 31, 26

+67

0.00%

Advyzon Investment Management, LLC

2.27K

Mar 31, 26

+2.27K

0.00%

Stonebrook Private Inc.

2.24K

Mar 31, 26

+2.24K

0.00%

Two West Capital Advisors LLC

2.19K

Mar 31, 26

+2.19K

0.00%

CIBC WORLD MARKET INC.

2.12K

Mar 31, 26

-100.94K

0.00%

Krilogy Financial LLC

2.11K

Mar 31, 26

+34

0.00%

American Money Management, LLC

2.08K

Mar 31, 26

+2.08K

0.00%

RDA Financial Network

2.05K

Mar 31, 26

+2.05K

0.00%

Sowell Financial Services LLC

2.05K

Mar 31, 26

0.00%

Eldridge Investment Advisors, Inc.

2.01K

Mar 31, 26

0.00%

Beacon Pointe Advisors, LLC

2.01K

Mar 31, 26

+2.01K

0.00%

PMG Wealth Management, Inc.

2.00K

Mar 31, 26

0.00%

EPG Wealth Management LLC

2.00K

Mar 31, 26

0.00%

Nova R Wealth, Inc.

1.99K

Mar 31, 26

-51

0.00%

Walkner Condon Financial Advisors LLC

1.97K

Mar 31, 26

-16

0.00%

Fairvoy Private Wealth, LLC

1.97K

Mar 31, 26

+390

0.00%

Headlands Technologies LLC

1.97K

Mar 31, 26

+361

0.00%

HMV Wealth Advisors, LLC

1.96K

Mar 31, 26

0.00%

WealthTrust Axiom LLC

1.93K

Mar 31, 26

0.00%

Compagnie Lombard Odier SCmA

1.93K

Mar 31, 26

+1.93K

0.00%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

1.91K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

1.90K

Mar 31, 26

+47

0.00%

WealthPlan Investment Management, LLC

1.90K

Mar 31, 26

0.00%

Wall Capital Group, Inc.

1.85K

Mar 31, 26

0.00%

Aspiring Ventures, LLC

1.85K

Mar 31, 26

+1.85K

0.00%

Greykasell Wealth Strategies, Inc.

1.83K

Mar 31, 26

0.00%

MARINO, STRAM & ASSOCIATES LLC

1.81K

Mar 31, 26

0.00%

Alpha Omega Wealth Management LLC

1.78K

Mar 31, 26

-493

0.00%

Capital Group Private Client Services, Inc.

1.76K

Mar 31, 26

-46

0.00%

Gladstone Institutional Advisory LLC

1.75K

Mar 31, 26

+1.75K

0.00%

Transamerica Financial Advisors, Inc.

1.70K

Mar 31, 26

+1.70K

0.00%

CAPTRUST FINANCIAL ADVISORS

1.69K

Mar 31, 26

-1.02K

0.00%

Legacy Advisors, LLC

1.68K

Mar 31, 26

0.00%

Ethic Inc.

1.67K

Mar 31, 26

0.00%

Kovack Advisors, Inc.

1.65K

Mar 31, 26

+180

0.00%

WESTBOURNE INVESTMENTS, INC.

1.64K

Mar 31, 26

+1.64K

0.00%

United Advisor Group, LLC

1.61K

Mar 31, 26

0.00%

Visionary Wealth Advisors

1.60K

Mar 31, 26

-82

0.00%

Financial Partners Group, Inc

1.59K

Mar 31, 26

0.00%

MAI Capital Management

1.57K

Mar 31, 26

+146

0.00%

SRS Capital Advisors, Inc.

1.56K

Mar 31, 26

-999

0.00%

Sharkey, Howes & Javer

1.56K

Mar 31, 26

+1.56K

0.00%

Apollon Financial, LLC

1.55K

Mar 31, 26

+1.55K

0.00%

Successful Portfolios LLC

1.54K

Mar 31, 26

+1.54K

0.00%

IEQ CAPITAL, LLC

1.51K

Mar 31, 26

+1.51K

0.00%

Stratos Wealth Partners, LTD.

1.50K

Mar 31, 26

-4.60K

0.00%

CHILTON INVESTMENT CO INC.

1.50K

Mar 31, 26

0.00%

BKM Wealth Management, LLC

1.48K

Mar 31, 26

0.00%

Modern Wealth Management, LLC

1.46K

Mar 31, 26

+1.46K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

1.46K

Mar 31, 26

+1.46K

0.00%

Leo Wealth, LLC

1.45K

Mar 31, 26

-69

0.00%

Apollon Wealth Management, LLC

1.45K

Mar 31, 26

+1.45K

0.00%

Security Financial Services, INC.

1.45K

Mar 31, 26

+1.45K

0.00%

4J Wealth Management LLC

1.43K

Mar 31, 26

+1.43K

0.00%

AE Wealth Management LLC

1.43K

Mar 31, 26

-66

0.00%

5T Wealth, LLC

1.42K

Mar 31, 26

+1.42K

0.00%

Investmark Advisory Group LLC

1.42K

Mar 31, 26

+1.42K

0.00%

EVOKE WEALTH, LLC

1.41K

Mar 31, 26

+1.41K

0.00%

Atlas Legacy Advisors, LLC

1.41K

Mar 31, 26

+1.41K

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.35K

Mar 31, 26

-627

0.00%

Destiny Wealth Partners, LLC

1.32K

Mar 31, 26

-126

0.00%

Archer Investment Corp

1.28K

Mar 31, 26

0.00%

TD Capital Management LLC

1.22K

Mar 31, 26

+130

0.00%

NBT BANK N A /NY

1.21K

Mar 31, 26

+1.08K

0.00%

EverSource Wealth Advisors, LLC

1.18K

Mar 31, 26

+208

0.00%

MANNING & NAPIER ADVISORS LLC

1.16K

Mar 31, 26

0.00%

RMG Wealth Management LLC

1.03K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.01K

Mar 31, 26

+1.01K

0.00%

Legacy Wealth Managment, LLC/ID

1.01K

Mar 31, 26

+1.00K

0.00%

Delos Wealth Advisors, LLC

942

Mar 31, 26

+942

0.00%

MATHER GROUP, LLC.

933

Mar 31, 26

+933

0.00%

Glen Eagle Advisors, LLC

893

Mar 31, 26

-66

0.00%

CoreFirst Bank & Trust

802

Mar 31, 26

0.00%

Biltmore Family Office, LLC

800

Mar 31, 26

0.00%

Clearstead Trust, LLC

780

Mar 31, 26

0.00%

Gleason Group, Inc.

758

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

755

Mar 31, 26

+755

0.00%

Rosenberg Matthew Hamilton

738

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

717

Mar 31, 26

-27

0.00%

First Command Advisory Services, Inc.

710

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

687

Mar 31, 26

+687

0.00%

Root Financial Partners, LLC

681

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

667

Mar 31, 26

0.00%

NBC SECURITIES, INC.

607

Mar 31, 26

+119

0.00%

ATLAS CAPITAL ADVISORS LLC

600

Mar 31, 26

-351

0.00%

Steigerwald, Gordon & Koch Inc.

594

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

584

Mar 31, 26

+17

0.00%

Capital Analysts, LLC

560

Mar 31, 26

+560

0.00%

Sound Income Strategies, LLC

554

Mar 31, 26

+68

0.00%

EDMOND DE ROTHSCHILD HOLDING S.A.

550

Mar 31, 26

+550

0.00%

Capital Investment Advisory Services, LLC

519

Mar 31, 26

+400

0.00%

Rossby Financial, LCC

511

Mar 31, 26

+357

0.00%

Lavaca Capital LLC

460

Mar 31, 26

-398

0.00%

AlphaCore Capital LLC

458

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

445

Mar 31, 26

0.00%

BARCLAYS PLC

420

Mar 31, 26

+420

0.00%

Spire Wealth Management

396

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

386

Mar 31, 26

+386

0.00%

Smartleaf Asset Management LLC

368

Mar 31, 26

-239

0.00%

Ronald Blue Trust, Inc.

362

Mar 31, 26

-27

0.00%

Windsor Advisory Group, LLC

361

Mar 31, 26

+361

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

354

Mar 31, 26

+228

0.00%

Belvedere Trading LLC

354

Mar 31, 26

+354

0.00%

Financial Network Wealth Advisors LLC

346

Mar 31, 26

+346

0.00%

CoreCap Advisors, LLC

344

Mar 31, 26

-13

0.00%

Western Wealth Management, LLC

291

Mar 31, 26

+291

0.00%

ARMSTRONG ADVISORY GROUP, INC

279

Mar 31, 26

0.00%

PROTECTIVE LIFE CORP

253

Mar 31, 26

+253

0.00%

Key FInancial Inc

244

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

237

Mar 31, 26

+136

0.00%

New Republic Capital, LLC

224

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

224

Mar 31, 26

+124

0.00%

Arlington Trust Co LLC

203

Mar 31, 26

0.00%

Mosley Wealth Management

200

Mar 31, 26

+200

0.00%

Plante Moran Financial Advisors, LLC

188

Mar 31, 26

0.00%

Westfuller Advisors, LLC

180

Mar 31, 26

0.00%

Independence Bank of Kentucky

176

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

175

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

173

Mar 31, 26

+173

0.00%

Abound Wealth Management

167

Mar 31, 26

0.00%

Crewe Advisors LLC

165

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

160

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

158

Mar 31, 26

-50

0.00%

Cherry Tree Wealth Management, LLC

150

Mar 31, 26

0.00%

Ancora Advisors, LLC

145

Mar 31, 26

0.00%

Westside Investment Management, Inc.

145

Mar 31, 26

0.00%

SITTNER & NELSON, LLC

138

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

135

Mar 31, 26

+13

0.00%

Johnson Financial Group, Inc.

129

Mar 31, 26

+129

0.00%

TOMPKINS FINANCIAL CORP

128

Mar 31, 26

0.00%

GAMMA Investing LLC

127

Mar 31, 26

+50

0.00%

HANTZ FINANCIAL SERVICES, INC.

120

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

119

Mar 31, 26

+119

0.00%

GABLES CAPITAL MANAGEMENT INC.

115

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

115

Mar 31, 26

0.00%

Allworth Financial LP

112

Mar 31, 26

0.00%

Asset Dedication, LLC

102

Mar 31, 26

0.00%

Holos Integrated Wealth LLC

102

Mar 31, 26

0.00%

Park Place Capital Corp

Mar 31, 26

+99

0.00%

MTM Investment Management, LLC

Mar 31, 26

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

Mar 31, 26

+31

0.00%

Versant Capital Management, Inc

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

OXFORD FINANCIAL GROUP LTD

Mar 31, 26

0.00%

CVA Family Office, LLC

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

+55

0.00%

Measured Wealth Private Client Group, LLC

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 31, 26

-136

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

ST GERMAIN D J CO INC

Mar 31, 26

+41

0.00%

WPG Advisers, LLC

Mar 31, 26

+36

0.00%

BROWN, LISLE/CUMMINGS, INC.

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

+39

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

HighMark Wealth Management LLC

Mar 31, 26

0.00%

WealthShield Partners, LLC

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

0.00%

TSFG, LLC

Mar 31, 26

-51

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

0.00%

ATWOOD & PALMER INC

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

0.00%

Synergy Investment Management, LLC

Mar 31, 26

+24

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

Mar 31, 26

+24

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Mar 31, 26

+24

0.00%

Truvestments Capital LLC

Mar 31, 26

+21

0.00%

Morton Brown Family Wealth, LLC

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

+15

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

+11

0.00%

Caitlin John, LLC

Mar 31, 26

-1.00K

0.00%

Citizens National Bank Trust Department

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

Mar 31, 26

0.00%

Retirement Wealth Solutions LLC

Mar 31, 26

0.00%

Financial Perspectives, Inc

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Mar 31, 26

0.00%

VISION FINANCIAL MARKETS LLC

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

Mar 31, 26

0.00%

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-14.50K

Wealthcare Advisory Partners LLC

Mar 31, 26

-6.30K

Sachetta, LLC

Mar 31, 26

-78

SEVEN MILE ADVISORY

Mar 31, 26

-7.66K

Optivise Advisory Services LLC

Mar 31, 26

-16.27K

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-741

Signature Resources Capital Management, LLC

Mar 31, 26

-70

Goldstone Financial Group, LLC

Mar 31, 26

-6.15K

OPTIMA CAPITAL LLC

Mar 31, 26

-30

Arete Wealth Advisors, LLC

Mar 31, 26

-4.08K

Mirae Asset Global Investments Co., Ltd.

Mar 31, 26

-21.90K

Gerber Kawasaki Wealth & Investment Management

Mar 31, 26

-743

Brookwood Investment Group LLC

Mar 31, 26

-1.83K

IAMS WEALTH MANAGEMENT, LLC

Mar 31, 26

-2.66K

MORRIS FINANCIAL CONCEPTS, INC.

Mar 31, 26

-71

Modus Advisors, LLC

Mar 31, 26

-1.00K

City Center Advisors, LLC

Mar 31, 26

-1.86K

True Link Financial Advisors, LLC

Mar 31, 26

-12.13K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-860

Integrated Advisors Network LLC

Mar 31, 26

-4.35K

BOKF, NA

Mar 31, 26

-372

Jefferies Financial Group Inc.

Mar 31, 26

-5.88K

ANGELES WEALTH MANAGEMENT, LLC

Mar 31, 26

-89

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO

Mar 31, 26

-366

IFG Advisory, LLC

Mar 31, 26

-3.02K

MARSHALL WACE, LLP

Mar 31, 26

-5.96K

Concord Wealth Partners

Mar 31, 26

-147

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

Mar 31, 26

-417.95K

Cape Investment Advisory, Inc.

Mar 31, 26

-51

Costello Asset Management, INC

Mar 31, 26

-492

CITADEL ADVISORS LLC

Mar 31, 26

-17.82K

IMG Wealth Management, Inc.

Mar 31, 26

-56

Fulcrum Equity Management

Mar 31, 26

-1.86K

Lloyd Advisory Services, LLC.

Mar 31, 26

-241

GLENMEDE TRUST CO NA

Mar 31, 26

-816

CPR Investments Inc.

Mar 31, 26

-3.73K

SageView Advisory Group, LLC

11.48K

Dec 31, 25

-344

0.02%

COMERICA BANK

10.25K

Dec 31, 25

-2.51K

0.02%

Global Retirement Partners, LLC

5.20K

Dec 31, 25

+497

0.01%

High Falls Advisors, Inc

1.52K

Dec 31, 25

+1.52K

0.00%

CIBC Private Wealth Group, LLC

1.39K

Dec 31, 25

+1.39K

0.00%

TUCKER ASSET MANAGEMENT LLC

437

Dec 31, 25

+150

0.00%

MGB Wealth Management, LLC

277

Dec 31, 25

0.00%

Running Point Capital Advisors, LLC

256

Dec 31, 25

0.00%

TRUST CO OF VERMONT

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-724

Northwest Capital Management Inc

Dec 31, 25

-38

EFG Asset Management (Americas) Corp.

72.63K

Sep 30, 25

-906

0.12%

Gunma Bank,Ltd.

24.20K

Sep 30, 25

-25.80K

0.04%

Cubist Systematic Strategies, LLC

7.25K

Sep 30, 25

+3.87K

0.01%

SYNOVUS FINANCIAL CORP

4.22K

Sep 30, 25

+16

0.01%

Certus Wealth Management, LLC

3.94K

Sep 30, 25

-521

0.01%

Glenmede Investment Management, LP

816

Sep 30, 25

-1.25K

0.00%

AllSquare Wealth Management LLC

497

Sep 30, 25

0.00%

Abich Financial Wealth Management LLC

Sep 30, 25

+18

0.00%

Kathleen S. Wright Associates Inc.

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

Sep 30, 25

-103

Congress Wealth Management LLC / DE /

156.49K

Jun 30, 25

+156.49K

0.26%

AVANTAX ADVISORY SERVICES, INC.

12.27K

Jun 30, 25

-1.27K

0.02%

DHK Financial Advisors, Inc.

10.57K

Jun 30, 25

+71

0.02%

Centricity Wealth Management, LLC

1.16K

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-9.72K

First Horizon Advisors, Inc.

Jun 30, 25

-56

Wolf Group Capital Advisors

98.28K

Mar 31, 25

+4.77K

0.17%

Orion Portfolio Solutions, LLC

15.04K

Mar 31, 25

-985

0.03%

US FINANCIAL ADVISORS, LLC

4.00K

Mar 31, 25

+118

0.01%

Sandy Spring Bank

260

Mar 31, 25

0.00%

Lindbrook Capital, LLC

Mar 31, 25

+29

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

+27

0.00%

Merriman Wealth Management, LLC

99.94K

Dec 31, 24

-4.70K

0.17%

WR Wealth Planners, LLC

1.67K

Dec 31, 24

-1.69K

0.00%

RAYMOND JAMES & ASSOCIATES

185.29K

Sep 30, 24

-70.23K

0.31%

Raymond James Financial Services Advisors, Inc.

130.12K

Sep 30, 24

+15.45K

0.22%

BBJS FINANCIAL ADVISORS, LLC

56.09K

Sep 30, 24

+418

0.09%

RAYMOND JAMES TRUST N.A.

18.49K

Sep 30, 24

+913

0.03%

TNF LLC

5.78K

Sep 30, 24

-20

0.01%

Diversified, LLC

3.00K

Sep 30, 24

+217

0.01%

NORTHWEST INVESTMENT COUNSELORS, LLC

420

Sep 30, 24

+420

0.00%

Aspire Wealth Management Corp

345

Sep 30, 24

-3

0.00%

Family Asset Management, LLC

253

Sep 30, 24

-4

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

Peterson Financial Group, Inc.

Sep 30, 24

0.00%

BlackRock Inc.

1.52M

Jun 30, 24

-22.88K

2.56%

BUCKINGHAM STRATEGIC WEALTH, LLC

88.82K

Jun 30, 24

-2.50K

0.15%

Private Ocean, LLC

270

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

138

Jun 30, 24

+35

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-139

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-64.34K

Cetera Advisor Networks LLC

56.77K

Mar 31, 24

+542

0.10%

Cetera Advisors LLC

14.53K

Mar 31, 24

-835

0.02%

Retirement Group, LLC

896

Mar 31, 24

-1.11K

0.00%

Baystate Wealth Management LLC

258.14K

Dec 31, 23

+9.19K

0.44%

FOCUS FINANCIAL NETWORK INC /ADV

38.48K

Dec 31, 23

+38.48K

0.07%

WEALTHSOURCE PARTNERS, LLC

26.00K

Dec 31, 23

-3.96K

0.04%

Simplicity Solutions, LLC

23.29K

Dec 31, 23

+78

0.04%

Day & Ennis, LLC

17.31K

Dec 31, 23

+195

0.03%

PROVENCE WEALTH MANAGEMENT GROUP

513

Dec 31, 23

-309

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.94K

Sep 30, 23

-646

0.02%

Windsor Group LTD

7.56K

Sep 30, 23

-620

0.01%

Wealth Management Solutions, LLC

4.71K

Sep 30, 23

-160

0.01%

TIEDEMANN ADVISORS, LLC

2.81K

Sep 30, 23

-107

0.00%

Icon Wealth Partners, LLC

1.43K

Sep 30, 23

-17

0.00%

EFG CAPITAL INTERNATIONAL CORP.

40.63K

Jun 30, 23

+40.63K

0.07%

First Command Bank

13.06K

Jun 30, 23

-15.54K

0.02%

First Command Financial Services, Inc.

13.06K

Jun 30, 23

-15.54K

0.02%

LEO BROKERAGE, LLC

3.37K

Jun 30, 23

-1.62K

0.01%

Lumature Wealth Partners, LLC

1.67K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

987

Jun 30, 23

0.00%

First Capital Advisors Group, LLC.

121

Jun 30, 23

+88

0.00%

TimeScale Financial, Inc.

Jun 30, 23

+22

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-245

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-65

CFO4Life, L.P.

140.29K

Dec 31, 22

+140.29K

0.24%

TRUSTCORE FINANCIAL SERVICES, LLC

6.83K

Dec 31, 22

0.01%

ZEKE CAPITAL ADVISORS, LLC

3.47K

Dec 31, 22

+3.47K

0.01%

Sargent Bickham Lagudis LLC

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-71

55I, LLC

355.79K

Sep 30, 22

-23.65K

0.60%

STRINGER ASSET MANAGEMENT, LLC

16.09K

Sep 30, 22

-10.56K

0.03%

American Portfolios Advisors

12.10K

Sep 30, 22

+2.15K

0.02%

Legacy Wealth Planning, LLC

4.26K

Sep 30, 22

-7.00K

0.01%

ACG Wealth

3.21K

Sep 30, 22

-1.67K

0.01%

SIENA CAPITAL LLC

1.62K

Sep 30, 22

0.00%

Strategic Asset Management, LLC

1.48K

Sep 30, 22

-3.22K

0.00%

Spectrum Management Group, LLC

1.10K

Sep 30, 22

-341

0.00%

KARLINSKI ANDREW C

215

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

Sep 30, 22

-148

HYA Advisors, Inc

40.58K

Jun 30, 22

-3.60K

0.07%

Minot Wealth Management LLC

5.54K

Jun 30, 22

+2.60K

0.01%

Pinnacle Private Wealth, LLC

3.14K

Jun 30, 22

+3.14K

0.01%

Private Capital Group, LLC

Jun 30, 22

-3.64K

0.00%

Lake Point Wealth Management

Jun 30, 22

0.00%

CAPITAL ONE FINANCIAL CORP

44.05K

Mar 31, 22

-126.03K

0.07%

Winfield Associates, Inc.

24.37K

Mar 31, 22

+3.50K

0.04%

Karn, Couzens & Associates, Inc.

4.35K

Mar 31, 22

+109

0.01%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.73K

Mar 31, 22

+2.73K

0.00%

Lenox Wealth Advisors, LLC

123

Mar 31, 22

+123

0.00%

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

Mar 31, 22

-2.72K

VIRIDIAN RIA, LLC

Mar 31, 22

-2.70K

HawsGoodwin Investment Management LLC

114.76K

Dec 31, 21

+3.53K

0.19%

VIVID FINANCIAL MANAGEMENT, INC.

78.77K

Dec 31, 21

-1.28K

0.13%

Biltmore Capital Advisors LLC

54.50K

Dec 31, 21

-6.79K

0.09%

NEXT Financial Group, Inc

23.26K

Dec 31, 21

+8.86K

0.04%

QUEST CAPITAL MANAGEMENT INC /ADV

14.21K

Dec 31, 21

+11.31K

0.02%

Carroll Financial Associates, Inc.

2.96K

Dec 31, 21

-530

0.01%

REILLY FINANCIAL ADVISORS, LLC

311

Dec 31, 21

+311

0.00%

Mosaic Family Wealth, LLC

Dec 31, 21

-2.65K

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

17.26K

Sep 30, 21

-542

0.03%

Cascadia Advisory Services, LLC

16.54K

Sep 30, 21

-831

0.03%

Ameritas Investment Company, LLC

2.04K

Sep 30, 21

+1.82K

0.00%

BBVA USA

Sep 30, 21

-107

Homrich & Berg

Sep 30, 21

-1.96K

Epstein & White Financial LLC

2.16K

Jun 30, 21

+2.16K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

470

Jun 30, 21

+260

0.00%

Stewardship Financial Advisors, LLC

Mar 31, 21

+13

0.00%

NewFocus Financial Group, LLC

33.05K

Dec 31, 20

-501

0.06%

ROWLAND CARMICHAEL ADVISORS INC /ADV

20.76K

Dec 31, 20

+460

0.04%

ETRADE Capital Management LLC

720.88K

Sep 30, 20

+193.97K

1.22%

First Allied Advisory Services, Inc.

50.75K

Sep 30, 20

+4.20K

0.09%

LifePlan Financial Group, Inc

32.26K

Sep 30, 20

+520

0.05%

Lenox Wealth Management, Inc.

1.11K

Jun 30, 20

+1.11K

0.00%

PagnatoKarp Partners LLC

120.63K

Mar 31, 20

-18.01K

0.20%

Huber Financial Advisors, LLC

111.86K

Mar 31, 20

+71.82K

0.19%

Squar Milner Financial Services LLC

1.53K

Mar 31, 20

0.00%

CAPITAL ONE, NATIONAL ASSOCIATION

140.61K

Dec 31, 19

+140.61K

0.24%

LADENBURG THALMANN FINANCIAL SERVICES INC.

46.01K

Dec 31, 19

+22.96K

0.08%

Advisor Group, Inc.

33.60K

Dec 31, 19

+20.86K

0.06%

Crow Point Partners, LLC

10.00K

Dec 31, 19

+2.00K

0.02%

Capital One Investing, Inc.

76.54K

Sep 30, 19

+3.56K

0.13%

AMERICAN ECONOMIC PLANNING GROUP INC /ADV

23.19K

Sep 30, 19

+3.43K

0.04%

BB&T SECURITIES, LLC

Sep 30, 19

-29.41K

HL FINANCIAL SERVICES LLC

47.50K

Mar 31, 19

+5.25K

0.08%

NEXT Financial Holdings

1.35K

Mar 31, 19

+1.35K

0.00%

WealthTrust Fairport, LLC

391

Mar 31, 19

+391

0.00%

COMERICA SECURITIES INC

25.04K

Dec 31, 18

+25.04K

0.04%

Visionary Asset Management, Inc.

4.56K

Dec 31, 18

+514

0.01%

CUE ADVISORY SERVICES, INC.

3.69K

Sep 30, 18

0.01%

Edge Advisors, LLC

2.20K

Jun 30, 18

0.00%

Kabarec Financial Advisors, Ltd.

2.15K

Jun 30, 18

+2.15K

0.00%

SII INVESTMENTS INC/WI

31.97K

Dec 31, 17

-38.03K

0.05%

Spruce Investment Advisors LLC

28.17K

Dec 31, 17

-3.27K

0.05%

INVESTMENT CENTERS OF AMERICA INC

Dec 31, 17

-2.81K

Commonwealth Equity Services, Inc

16.50K

Jun 30, 17

+40

0.03%

BlackRock Institutional Trust Company, N.A.

1.65M

Dec 31, 16

+1.48M

2.80%

BlackRock Investment Management, LLC

131.47K

Dec 31, 16

+52.76K

0.22%

MSI Financial Services Inc

3.34K

Dec 31, 16

+3.09K

0.01%

Counsel Portfolio Services Inc.

Jun 30, 16

-6.13K

MANAGED ACCOUNT ADVISORS LLC

756

Jun 30, 15

+756

0.00%

KNIGHT CAPITAL GROUP LLC

4.30K

Jun 30, 13

+4.30K

0.01%