VMBS(VMBS)
VMBS
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Kozak & Associates, Inc. | -- | Jun 30, 26 | -433 | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -369 | -- |
| BURKETT FINANCIAL SERVICES, LLC | -- | Jun 30, 26 | -101 | -- |
| BANK OF AMERICA CORP /DE/ | 56.31M | Mar 31, 26 | -3.46M | 15.29% |
| ENVESTNET ASSET MANAGEMENT INC | 27.33M | Mar 31, 26 | +4.93M | 7.42% |
| JPMORGAN CHASE & CO | 24.84M | Mar 31, 26 | +257.95K | 6.75% |
| Bank of New York Mellon Corp | 10.42M | Mar 31, 26 | -60.12K | 2.83% |
| WELLS FARGO & COMPANY/MN | 9.39M | Mar 31, 26 | +379.63K | 2.55% |
| ASSETMARK, INC | 8.85M | Mar 31, 26 | +60.26K | 2.40% |
| STIFEL FINANCIAL CORP | 8.69M | Mar 31, 26 | +393.22K | 2.36% |
| MATHER GROUP, LLC. | 7.32M | Mar 31, 26 | +291.35K | 1.99% |
| RAYMOND JAMES FINANCIAL INC | 6.74M | Mar 31, 26 | +702.64K | 1.83% |
| LPL Financial LLC | 6.31M | Mar 31, 26 | +21.89K | 1.71% |
| TD PRIVATE CLIENT WEALTH LLC | 5.29M | Mar 31, 26 | +329.60K | 1.44% |
| UBS Group AG | 5.28M | Mar 31, 26 | +3.81M | 1.44% |
| MORGAN STANLEY | 5.28M | Mar 31, 26 | +185.66K | 1.43% |
| AMERIPRISE FINANCIAL INC | 5.07M | Mar 31, 26 | +138.65K | 1.38% |
| LINCOLN NATIONAL CORP | 3.79M | Mar 31, 26 | +40.59K | 1.03% |
| Clearstead Advisors, LLC | 3.02M | Mar 31, 26 | +270.22K | 0.82% |
| Colony Group, LLC | 2.52M | Mar 31, 26 | +114.87K | 0.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.39M | Mar 31, 26 | -23.04K | 0.65% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2.32M | Mar 31, 26 | +46.05K | 0.63% |
| ROYAL BANK OF CANADA | 1.82M | Mar 31, 26 | +129.03K | 0.50% |
| ALESCO ADVISORS LLC | 1.60M | Mar 31, 26 | +69.14K | 0.43% |
| Valmark Advisers, Inc. | 1.59M | Mar 31, 26 | +38.38K | 0.43% |
| CASTLEARK MANAGEMENT LLC | 1.49M | Mar 31, 26 | -217.74K | 0.40% |
| Ally Invest Advisors Inc. | 1.45M | Mar 31, 26 | +101.46K | 0.39% |
| Financial Engines Advisors L.L.C. | 1.39M | Mar 31, 26 | -65.36K | 0.38% |
| Angeles Investment Advisors, LLC | 1.39M | Mar 31, 26 | -538.00K | 0.38% |
| FIRST INTERSTATE BANK | 1.38M | Mar 31, 26 | +44.56K | 0.37% |
| Merit Financial Group, LLC | 1.36M | Mar 31, 26 | +123.31K | 0.37% |
| Cambridge Investment Research Advisors, Inc. | 1.30M | Mar 31, 26 | +127.49K | 0.35% |
| HighTower Advisors, LLC | 1.27M | Mar 31, 26 | +64.55K | 0.35% |
| Cetera Investment Advisers | 1.26M | Mar 31, 26 | +25.21K | 0.34% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1.09M | Mar 31, 26 | +191.60K | 0.30% |
| Bell Investment Advisors, Inc | 1.05M | Mar 31, 26 | +13.21K | 0.29% |
| Janney Montgomery Scott LLC | 971.69K | Mar 31, 26 | +51.11K | 0.26% |
| NorthRock Partners, LLC | 957.08K | Mar 31, 26 | -598 | 0.26% |
| FIRST FINANCIAL BANKSHARES INC | 939.65K | Mar 31, 26 | -8.88K | 0.26% |
| BANK OF HAWAII | 926.64K | Mar 31, 26 | -71.91K | 0.25% |
| Bell Bank | 897.93K | Mar 31, 26 | +52.97K | 0.24% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 885.94K | Mar 31, 26 | +702.39K | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 858.54K | Mar 31, 26 | +86.04K | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 857.14K | Mar 31, 26 | +761.40K | 0.23% |
| Rockefeller Capital Management L.P. | 840.77K | Mar 31, 26 | +255.10K | 0.23% |
| SOFI WEALTH, LLC | 832.48K | Mar 31, 26 | +139.60K | 0.23% |
| TRUIST FINANCIAL CORP | 808.79K | Mar 31, 26 | +39.52K | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 800.12K | Mar 31, 26 | -511.05K | 0.22% |
| 1832 Asset Management L.P. | 792.50K | Mar 31, 26 | +16.61K | 0.22% |
| Envestnet Portfolio Solutions, Inc. | 722.99K | Mar 31, 26 | -3.02M | 0.20% |
| MANNING & NAPIER ADVISORS LLC | 708.75K | Mar 31, 26 | -28.50K | 0.19% |
| Kestra Investment Management, LLC | 696.07K | Mar 31, 26 | +1.86K | 0.19% |
| Brinker Capital Investments, LLC | 695.81K | Mar 31, 26 | +82.34K | 0.19% |
| Evergreen Advisors, LLC | 692.83K | Mar 31, 26 | +27.02K | 0.19% |
| Goodman Financial Corp | 671.82K | Mar 31, 26 | +170.35K | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 668.49K | Mar 31, 26 | +668.49K | 0.18% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 662.22K | Mar 31, 26 | +29.88K | 0.18% |
| HBK Sorce Advisory LLC | 645.77K | Mar 31, 26 | +45.57K | 0.18% |
| POWER WEALTH MANAGEMENT LLC | 636.04K | Mar 31, 26 | -56.87K | 0.17% |
| FEDERATED HERMES, INC. | 565.32K | Mar 31, 26 | +246.70K | 0.15% |
| COURIER CAPITAL LLC | 547.55K | Mar 31, 26 | +24.86K | 0.15% |
| Acropolis Investment Management, LLC | 535.81K | Mar 31, 26 | -200.60K | 0.15% |
| Employees' Retirement Fund of the City of Fort Worth | 531.60K | Mar 31, 26 | -- | 0.14% |
| VICTORY CAPITAL MANAGEMENT INC | 525.55K | Mar 31, 26 | -244.22K | 0.14% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 516.55K | Mar 31, 26 | -145.15K | 0.14% |
| Pathstone Holdings, LLC | 510.26K | Mar 31, 26 | -223 | 0.14% |
| Baker Avenue Asset Management, LP | 503.47K | Mar 31, 26 | +14.54K | 0.14% |
| SYON CAPITAL LLC | 487.28K | Mar 31, 26 | +487.28K | 0.13% |
| ST GERMAIN D J CO INC | 485.55K | Mar 31, 26 | -795 | 0.13% |
| Jaffetilchin Investment Partners, LLC | 477.42K | Mar 31, 26 | +36.75K | 0.13% |
| Hamilton Capital, LLC | 476.56K | Mar 31, 26 | +21.76K | 0.13% |
| Intelligence Driven Advisers, LLC | 473.93K | Mar 31, 26 | -25.65K | 0.13% |
| Zurich Insurance Group Ltd/FI | 467.65K | Mar 31, 26 | -- | 0.13% |
| MML INVESTORS SERVICES, LLC | 463.02K | Mar 31, 26 | -67.62K | 0.13% |
| Savvy Advisors, Inc. | 460.84K | Mar 31, 26 | -9.68K | 0.13% |
| SeaBridge Investment Advisors LLC | 451.76K | Mar 31, 26 | +9.95K | 0.12% |
| PROFFITT & GOODSON INC | 430.54K | Mar 31, 26 | +16.44K | 0.12% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 429.03K | Mar 31, 26 | -244.72K | 0.12% |
| CreativeOne Wealth, LLC | 427.52K | Mar 31, 26 | +46.49K | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 426.85K | Mar 31, 26 | +28.00K | 0.12% |
| Rialto Wealth Management, LLC | 424.76K | Mar 31, 26 | +36.96K | 0.12% |
| United Asset Strategies, Inc. | 418.80K | Mar 31, 26 | +3.53K | 0.11% |
| Whitcomb & Hess, Inc. | 406.92K | Mar 31, 26 | +10.31K | 0.11% |
| Strategic Investment Advisors / MI | 401.25K | Mar 31, 26 | +168.27K | 0.11% |
| RKL Wealth Management LLC | 397.35K | Mar 31, 26 | -12.41K | 0.11% |
| EP Wealth Advisors, LLC | 393.47K | Mar 31, 26 | +364.14K | 0.11% |
| Quantum Financial Advisors, LLC | 387.28K | Mar 31, 26 | +7.44K | 0.11% |
| Clark Asset Management, LLC | 387.24K | Mar 31, 26 | +32.83K | 0.11% |
| EverSource Wealth Advisors, LLC | 384.29K | Mar 31, 26 | +184.23K | 0.10% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 381.67K | Mar 31, 26 | +372.56K | 0.10% |
| ZEVIN ASSET MANAGEMENT LLC | 364.17K | Mar 31, 26 | +18.96K | 0.10% |
| Connecticut Wealth Management, LLC | 360.00K | Mar 31, 26 | -34.88K | 0.10% |
| Lido Advisors, LLC | 359.92K | Mar 31, 26 | +7.01K | 0.10% |
| Allworth Financial LP | 355.36K | Mar 31, 26 | -15.52K | 0.10% |
| Windward Private Wealth Management Inc. | 343.13K | Mar 31, 26 | +12.38K | 0.09% |
| 1607 Capital Partners, LLC | 334.94K | Mar 31, 26 | -35.22K | 0.09% |
| STALEY CAPITAL ADVISERS INC | 331.43K | Mar 31, 26 | +18.20K | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 329.25K | Mar 31, 26 | +77.24K | 0.09% |
| STERLING INVESTMENT MANAGEMENT, LLC | 328.67K | Mar 31, 26 | +2.80K | 0.09% |
| NewEdge Advisors, LLC | 328.10K | Mar 31, 26 | -9.44K | 0.09% |
| OLD NATIONAL BANCORP /IN/ | 327.17K | Mar 31, 26 | +53.76K | 0.09% |
| Vectors Research Management, LLC | 323.86K | Mar 31, 26 | -693 | 0.09% |
| Family CFO Inc | 322.90K | Mar 31, 26 | +9.49K | 0.09% |
| 1834 INVESTMENT ADVISORS CO | 321.80K | Mar 31, 26 | +45.72K | 0.09% |
| MA Private Wealth | 316.01K | Mar 31, 26 | +10.36K | 0.09% |
| Betterment LLC | 312.73K | Mar 31, 26 | -217 | 0.08% |
| Onyx Bridge Wealth Group LLC | 311.48K | Mar 31, 26 | +104.05K | 0.08% |
| Strategic Blueprint, LLC | 310.27K | Mar 31, 26 | +39.07K | 0.08% |
| Beacon Pointe Advisors, LLC | 305.31K | Mar 31, 26 | +40.23K | 0.08% |
| Perigon Wealth Management, LLC | 303.32K | Mar 31, 26 | +18.91K | 0.08% |
| FIRST NATIONAL TRUST CO | 302.16K | Mar 31, 26 | +230 | 0.08% |
| eCIO, Inc. | 302.15K | Mar 31, 26 | +50.12K | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 300.43K | Mar 31, 26 | -96.64K | 0.08% |
| MGO ONE SEVEN LLC | 299.20K | Mar 31, 26 | +36.44K | 0.08% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 294.90K | Mar 31, 26 | +6.18K | 0.08% |
| FLC Capital Advisors | 285.09K | Mar 31, 26 | +9.59K | 0.08% |
| Modern Wealth Management, LLC | 270.40K | Mar 31, 26 | +4.00K | 0.07% |
| Private Advisor Group, LLC | 265.92K | Mar 31, 26 | -31.26K | 0.07% |
| Level Financial Advisors, Inc. | 260.33K | Mar 31, 26 | +23.30K | 0.07% |
| FIRST AMERICAN TRUST, FSB | 258.51K | Mar 31, 26 | -16.50K | 0.07% |
| Kestra Advisory Services, LLC | 257.03K | Mar 31, 26 | +14.40K | 0.07% |
| Mutual Advisors, LLC | 244.63K | Mar 31, 26 | +40.75K | 0.07% |
| Cerity Partners LLC | 239.14K | Mar 31, 26 | +1.50K | 0.06% |
| Atria Investments, Inc | 239.10K | Mar 31, 26 | +7.40K | 0.06% |
| GOLDMAN SACHS GROUP INC | 237.20K | Mar 31, 26 | +94.47K | 0.06% |
| Evolution Advisers, Inc. | 232.23K | Mar 31, 26 | +15.20K | 0.06% |
| BESSEMER GROUP INC | 230.30K | Mar 31, 26 | -- | 0.06% |
| Vestmark Advisory Solutions, Inc. | 227.47K | Mar 31, 26 | +40.64K | 0.06% |
| VCI Wealth Management LLC | 221.81K | Mar 31, 26 | +20.86K | 0.06% |
| United Capital Management of KS, Inc. | 220.45K | Mar 31, 26 | +14.26K | 0.06% |
| OneAscent Financial Services LLC | 217.38K | Mar 31, 26 | +6.91K | 0.06% |
| PFG Advisors | 214.94K | Mar 31, 26 | +17.13K | 0.06% |
| Cravens & Co Advisors, LLC | 214.50K | Mar 31, 26 | +2.72K | 0.06% |
| Dynamic Wealth Strategies, LLC | 209.44K | Mar 31, 26 | +16.84K | 0.06% |
| ALPS ADVISORS INC | 207.18K | Mar 31, 26 | -105.88K | 0.06% |
| Allspring Global Investments Holdings, LLC | 206.52K | Mar 31, 26 | +19.77K | 0.06% |
| NOMURA ASSET MANAGEMENT CO LTD | 204.70K | Mar 31, 26 | +137.50K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 188.37K | Mar 31, 26 | -431 | 0.05% |
| Sanctuary Advisors, LLC | 187.27K | Mar 31, 26 | +11.30K | 0.05% |
| Mendota Financial Group, LLC | 184.58K | Mar 31, 26 | +11.82K | 0.05% |
| Smartleaf Asset Management LLC | 183.73K | Mar 31, 26 | -23.23K | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 182.94K | Mar 31, 26 | +21.98K | 0.05% |
| Farther Finance Advisors, LLC | 182.31K | Mar 31, 26 | -7.82K | 0.05% |
| SWS Partners | 180.90K | Mar 31, 26 | +22.33K | 0.05% |
| SIMON QUICK ADVISORS, LLC | 179.74K | Mar 31, 26 | +7.98K | 0.05% |
| ONE Advisory Partners, LLC | 173.32K | Mar 31, 26 | +8.90K | 0.05% |
| Sovereign Investment Advisors, LLC | 172.11K | Mar 31, 26 | +1.18K | 0.05% |
| ZACKS INVESTMENT MANAGEMENT | 170.77K | Mar 31, 26 | -4.38K | 0.05% |
| Mount Yale Investment Advisors, LLC | 165.64K | Mar 31, 26 | +16.41K | 0.04% |
| LEUTHOLD GROUP, LLC | 165.11K | Mar 31, 26 | -- | 0.04% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 163.78K | Mar 31, 26 | +163.78K | 0.04% |
| Marion Wealth Management | 162.51K | Mar 31, 26 | +31.94K | 0.04% |
| Pinnacle Wealth Management Group, Inc. | 157.59K | Mar 31, 26 | -22.79K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 157.09K | Mar 31, 26 | +20.83K | 0.04% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 155.49K | Mar 31, 26 | +6.53K | 0.04% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 153.39K | Mar 31, 26 | +2.31K | 0.04% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 150.80K | Mar 31, 26 | +16.92K | 0.04% |
| Prospera Financial Services Inc | 149.47K | Mar 31, 26 | +2.70K | 0.04% |
| Bay Harbor Wealth Management, LLC | 148.37K | Mar 31, 26 | +3.86K | 0.04% |
| SigFig Wealth Management, LLC | 148.16K | Mar 31, 26 | +12.12K | 0.04% |
| Hobart Private Capital, LLC | 145.38K | Mar 31, 26 | -1.70K | 0.04% |
| Destiny Wealth Partners, LLC | 145.15K | Mar 31, 26 | -48 | 0.04% |
| Arrowroot Family Office, LLC | 142.55K | Mar 31, 26 | +45.00K | 0.04% |
| Vident Advisory, LLC | 140.42K | Mar 31, 26 | +17.76K | 0.04% |
| PLANWISER FINANCIAL, LLC | 139.69K | Mar 31, 26 | +38.73K | 0.04% |
| Brookstone Capital Management | 137.54K | Mar 31, 26 | +9.96K | 0.04% |
| Forthright Family Wealth Advisory LLC | 135.42K | Mar 31, 26 | +31.29K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 134.84K | Mar 31, 26 | +25.07K | 0.04% |
| Centennial Bank/AR/ | 134.33K | Mar 31, 26 | +116.34K | 0.04% |
| Parker Financial LLC | 131.69K | Mar 31, 26 | +6.87K | 0.04% |
| Pensionmark Financial Group, LLC | 129.11K | Mar 31, 26 | +28.07K | 0.04% |
| Sovereign Financial Group, Inc. | 127.84K | Mar 31, 26 | +17.46K | 0.03% |
| Worth Asset Management, LLC | 127.36K | Mar 31, 26 | +90.84K | 0.03% |
| Chandler Asset Management, Inc. | 125.47K | Mar 31, 26 | -7.63K | 0.03% |
| Unison Advisors LLC | 125.27K | Mar 31, 26 | +4.47K | 0.03% |
| HSBC HOLDINGS PLC | 125.03K | Mar 31, 26 | +35.87K | 0.03% |
| WESBANCO BANK INC | 117.63K | Mar 31, 26 | -1.27K | 0.03% |
| SWP FINANCIAL LLC | 116.53K | Mar 31, 26 | +1.80K | 0.03% |
| GeoWealth Management, LLC | 115.82K | Mar 31, 26 | +48.95K | 0.03% |
| Prudent Man Advisors, LLC | 114.92K | Mar 31, 26 | +44.39K | 0.03% |
| Premier Path Wealth Partners, LLC | 111.66K | Mar 31, 26 | -20.44K | 0.03% |
| Simplicity Wealth,LLC | 111.23K | Mar 31, 26 | +4.45K | 0.03% |
| PRINCIPAL SECURITIES, INC. | 106.79K | Mar 31, 26 | -9.18K | 0.03% |
| OneAscent Investment Solutions LLC | 106.27K | Mar 31, 26 | -- | 0.03% |
| NewSquare Capital LLC | 106.19K | Mar 31, 26 | +5.17K | 0.03% |
| Financial Gravity Asset Management, Inc. | 105.91K | Mar 31, 26 | +663 | 0.03% |
| Hilltop Partners LLC | 102.95K | Mar 31, 26 | +3.97K | 0.03% |
| Miracle Mile Advisors, LLC | 101.38K | Mar 31, 26 | +143 | 0.03% |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 100.00K | Mar 31, 26 | -- | 0.03% |
| Aspire Private Capital, LLC | 99.05K | Mar 31, 26 | -1.49K | 0.03% |
| Leeward Financial Partners, LLC | 97.08K | Mar 31, 26 | -400 | 0.03% |
| Columbus Macro, LLC | 96.02K | Mar 31, 26 | -1.11K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 95.74K | Mar 31, 26 | +276 | 0.03% |
| J.W. COLE ADVISORS, INC. | 95.56K | Mar 31, 26 | +1.28K | 0.03% |
| Arcadia Wealth Management, LLC | 94.97K | Mar 31, 26 | +2.03K | 0.03% |
| SEI INVESTMENTS CO | 92.82K | Mar 31, 26 | +1.82K | 0.03% |
| Center For Asset Management LLC | 90.17K | Mar 31, 26 | +1.86K | 0.02% |
| Signal Advisors Wealth, LLC | 89.46K | Mar 31, 26 | +41.99K | 0.02% |
| Accurate Wealth Management, LLC | 88.86K | Mar 31, 26 | +3.53K | 0.02% |
| SAGE RHINO CAPITAL LLC | 87.65K | Mar 31, 26 | +1.15K | 0.02% |
| Beverly Hills Private Wealth, LLC | 87.54K | Mar 31, 26 | -3.27K | 0.02% |
| BANK OF MONTREAL /CAN/ | 85.19K | Mar 31, 26 | +2.75K | 0.02% |
| Integrated Wealth Concepts LLC | 84.75K | Mar 31, 26 | +71.25K | 0.02% |
| Diversified Portfolios, Inc. | 84.56K | Mar 31, 26 | -6 | 0.02% |
| First Heartland Consultants, Inc. | 83.68K | Mar 31, 26 | +7.09K | 0.02% |
| Keystone Global Partners, LLC | 83.40K | Mar 31, 26 | -23.04K | 0.02% |
| Seneca Financial Advisors LLC | 82.96K | Mar 31, 26 | +4.33K | 0.02% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 82.82K | Mar 31, 26 | +16.16K | 0.02% |
| RATIONAL ADVISORS LLC | 82.38K | Mar 31, 26 | +82.38K | 0.02% |
| Mariner, LLC | 82.20K | Mar 31, 26 | +14.56K | 0.02% |
| FC Advisory LLC | 81.56K | Mar 31, 26 | +638 | 0.02% |
| Checchi Capital Advisers, LLC | 81.09K | Mar 31, 26 | -3.99K | 0.02% |
| Foundations Investment Advisors, LLC | 81.01K | Mar 31, 26 | +18.65K | 0.02% |
| Alternative Investment Advisors, LLC. | 79.55K | Mar 31, 26 | +9.35K | 0.02% |
| Rockbridge Investment Management, LCC | 77.57K | Mar 31, 26 | +8 | 0.02% |
| Bragg Financial Advisors, Inc | 76.26K | Mar 31, 26 | -1.87K | 0.02% |
| Concurrent Investment Advisors, LLC | 75.57K | Mar 31, 26 | +9.41K | 0.02% |
| VestGen Advisors, LLC | 72.08K | Mar 31, 26 | -49.83K | 0.02% |
| Sequoia Financial Advisors, LLC | 69.54K | Mar 31, 26 | -4.18K | 0.02% |
| Advisory Services Network, LLC | 69.02K | Mar 31, 26 | +4.07K | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 68.97K | Mar 31, 26 | -1.17K | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 68.71K | Mar 31, 26 | +8.17K | 0.02% |
| Ronald Blue Trust, Inc. | 68.14K | Mar 31, 26 | -5.72K | 0.02% |
| GSB Wealth Management, LLC | 67.89K | Mar 31, 26 | +56.94K | 0.02% |
| Elevated Capital Advisors, LLC | 67.79K | Mar 31, 26 | +789 | 0.02% |
| Hirtle Callaghan & Co LLC | 67.31K | Mar 31, 26 | -- | 0.02% |
| EQUITY INVESTMENT CORP | 67.18K | Mar 31, 26 | +1.71K | 0.02% |
| Claro Advisors LLC | 66.41K | Mar 31, 26 | +6.56K | 0.02% |
| FIFTH THIRD BANCORP | 65.92K | Mar 31, 26 | +64.16K | 0.02% |
| Bulwark Capital Corp | 65.16K | Mar 31, 26 | -148.51K | 0.02% |
| Gateway Wealth Partners, LLC | 64.76K | Mar 31, 26 | +64.76K | 0.02% |
| Fort Point Capital Partners LLC | 61.11K | Mar 31, 26 | -11.33K | 0.02% |
| Seek First Inc. | 60.75K | Mar 31, 26 | +168 | 0.02% |
| Creative Planning | 60.42K | Mar 31, 26 | -11.37K | 0.02% |
| WFA of San Diego, LLC | 60.14K | Mar 31, 26 | +1.25K | 0.02% |
| Waverly Advisors, LLC | 58.92K | Mar 31, 26 | +24.39K | 0.02% |
| TriaGen Wealth Management LLC | 58.63K | Mar 31, 26 | +2.19K | 0.02% |
| STEPHENS INC /AR/ | 58.49K | Mar 31, 26 | +1.54K | 0.02% |
| Apollon Wealth Management, LLC | 58.21K | Mar 31, 26 | +31.47K | 0.02% |
| AE Wealth Management LLC | 57.85K | Mar 31, 26 | +1.34K | 0.02% |
| TRAN CAPITAL MANAGEMENT, L.P. | 57.35K | Mar 31, 26 | -400 | 0.02% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 56.75K | Mar 31, 26 | -- | 0.02% |
| Seed Wealth Management, Inc. | 56.69K | Mar 31, 26 | -3.28K | 0.02% |
| Retirement Wealth Solutions LLC | 55.83K | Mar 31, 26 | +1.60K | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 55.30K | Mar 31, 26 | +7.45K | 0.02% |
| Veridan Wealth LLC | 52.54K | Mar 31, 26 | +2.08K | 0.01% |
| CGN Advisors LLC | 52.19K | Mar 31, 26 | +3.17K | 0.01% |
| Vise Technologies, Inc. | 51.77K | Mar 31, 26 | -- | 0.01% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 51.68K | Mar 31, 26 | +16.05K | 0.01% |
| AXS Investments LLC | 51.37K | Mar 31, 26 | +18.06K | 0.01% |
| Jefferies Financial Group Inc. | 51.27K | Mar 31, 26 | +886 | 0.01% |
| CacheTech Inc. | 51.11K | Mar 31, 26 | -5.79K | 0.01% |
| Buckingham Strategic Partners | 50.33K | Mar 31, 26 | +4.07K | 0.01% |
| Steward Partners Investment Advisory, LLC | 49.71K | Mar 31, 26 | +9.06K | 0.01% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 49.08K | Mar 31, 26 | +1.64K | 0.01% |
| LifePlan Financial, LLC | 48.80K | Mar 31, 26 | +2.65K | 0.01% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 48.00K | Mar 31, 26 | +1.80K | 0.01% |
| OPPENHEIMER & CO INC | 47.28K | Mar 31, 26 | +1.27K | 0.01% |
| CONTINENTAL INVESTORS SERVICES, INC. | 47.15K | Mar 31, 26 | +21.75K | 0.01% |
| Ridgewood Investments LLC | 47.12K | Mar 31, 26 | +47.12K | 0.01% |
| Certified Advisory Corp | 44.08K | Mar 31, 26 | +6.35K | 0.01% |
| Adams Wealth Management | 43.98K | Mar 31, 26 | -5.86K | 0.01% |
| HOHIMER WEALTH MANAGEMENT, LLC | 42.70K | Mar 31, 26 | +22.61K | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 42.34K | Mar 31, 26 | -5.38K | 0.01% |
| Lutz Financial Services LLC | 41.72K | Mar 31, 26 | -730 | 0.01% |
| TRUE Private Wealth Advisors | 41.59K | Mar 31, 26 | -667 | 0.01% |
| Equitable Holdings, Inc. | 41.50K | Mar 31, 26 | +32.08K | 0.01% |
| Capital Analysts, LLC | 41.34K | Mar 31, 26 | +4.74K | 0.01% |
| Thrive Capital Management, LLC | 41.07K | Mar 31, 26 | +1.23K | 0.01% |
| Security Financial Services, INC. | 40.67K | Mar 31, 26 | +1.73K | 0.01% |
| PETRA FINANCIAL ADVISORS INC | 40.58K | Mar 31, 26 | +352 | 0.01% |
| Fountainhead AM, LLC | 39.63K | Mar 31, 26 | +6.70K | 0.01% |
| M Holdings Securities, Inc. | 39.22K | Mar 31, 26 | -13.85K | 0.01% |
| Regal Investment Advisors LLC | 39.18K | Mar 31, 26 | +2.49K | 0.01% |
| D.B. Root & Company, LLC | 38.94K | Mar 31, 26 | +38.94K | 0.01% |
| Bennett Associates Wealth Management | 37.23K | Mar 31, 26 | +2.85K | 0.01% |
| Centurion Wealth Management LLC | 37.20K | Mar 31, 26 | -1.55K | 0.01% |
| Western Wealth Management, LLC | 37.16K | Mar 31, 26 | +30.50K | 0.01% |
| City State Bank | 36.82K | Mar 31, 26 | -135 | 0.01% |
| LAZARD ASSET MANAGEMENT LLC | 36.79K | Mar 31, 26 | -1.70K | 0.01% |
| PROTECTIVE LIFE CORP | 36.64K | Mar 31, 26 | +36.64K | 0.01% |
| HANCOCK WHITNEY CORP | 36.45K | Mar 31, 26 | -31.29K | 0.01% |
| Resources Investment Advisors, LLC. | 36.42K | Mar 31, 26 | +18.23K | 0.01% |
| AlphaStar Capital Management, LLC | 36.38K | Mar 31, 26 | +426 | 0.01% |
| CONNING INC. | 36.00K | Mar 31, 26 | -- | 0.01% |
| B. Riley Wealth Advisors, Inc. | 35.98K | Mar 31, 26 | -761 | 0.01% |
| CWM, LLC | 34.55K | Mar 31, 26 | -557 | 0.01% |
| Cartesian Growth Corp | 34.31K | Mar 31, 26 | -6.32K | 0.01% |
| Greenspring Advisors, LLC | 33.93K | Mar 31, 26 | +10.13K | 0.01% |
| Westfuller Advisors, LLC | 33.58K | Mar 31, 26 | -3.94K | 0.01% |
| AdvisorNet Financial, Inc | 32.96K | Mar 31, 26 | -4.50K | 0.01% |
| Verdence Capital Advisors LLC | 32.12K | Mar 31, 26 | -1.11K | 0.01% |
| Inspire Advisors, LLC | 32.10K | Mar 31, 26 | +5.56K | 0.01% |
| CITIZENS FINANCIAL GROUP INC/RI | 31.99K | Mar 31, 26 | -8.68K | 0.01% |
| Ameritas Advisory Services, LLC | 31.92K | Mar 31, 26 | -720 | 0.01% |
| SAX WEALTH ADVISORS, LLC | 31.64K | Mar 31, 26 | -- | 0.01% |
| Resonant Capital Advisors, LLC | 31.16K | Mar 31, 26 | -- | 0.01% |
| CHAPMAN FINANCIAL GROUP, LLC | 30.61K | Mar 31, 26 | +7.52K | 0.01% |
| BLB&B Advisors, LLC | 30.42K | Mar 31, 26 | +6.82K | 0.01% |
| GUGGENHEIM CAPITAL LLC | 29.84K | Mar 31, 26 | -3.98K | 0.01% |
| Summit Wealth Group, LLC | 29.67K | Mar 31, 26 | +144 | 0.01% |
| BRIGHTON SECURITIES CORP. | 29.54K | Mar 31, 26 | +14.59K | 0.01% |
| Ullmann Wealth Partners Group, LLC | 29.14K | Mar 31, 26 | -21.55K | 0.01% |
| NBC SECURITIES, INC. | 28.47K | Mar 31, 26 | +271 | 0.01% |
| Central Pacific Bank - Trust Division | 28.44K | Mar 31, 26 | -- | 0.01% |
| Independent Advisor Alliance | 28.37K | Mar 31, 26 | +14.81K | 0.01% |
| Sentinus, LLC | 27.91K | Mar 31, 26 | -988 | 0.01% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 27.71K | Mar 31, 26 | +283 | 0.01% |
| US BANCORP \DE\ | 26.91K | Mar 31, 26 | -447.69K | 0.01% |
| Farringdon Capital, Ltd. | 26.69K | Mar 31, 26 | -4.34K | 0.01% |
| Global Wealth Management Investment Advisory, Inc. | 26.23K | Mar 31, 26 | -2.67K | 0.01% |
| Schwallier Wealth Management LLC | 26.17K | Mar 31, 26 | +26.17K | 0.01% |
| Outlook Wealth Advisors, LLC | 26.05K | Mar 31, 26 | +26.05K | 0.01% |
| Prosperity Planning, Inc. | 25.73K | Mar 31, 26 | -71 | 0.01% |
| Geneos Wealth Management Inc. | 25.59K | Mar 31, 26 | -361 | 0.01% |
| Stratos Wealth Partners, LTD. | 25.36K | Mar 31, 26 | +243 | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 25.05K | Mar 31, 26 | +2.05K | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 24.97K | Mar 31, 26 | -8.66K | 0.01% |
| Midwest Financial Group LLC | 24.64K | Mar 31, 26 | +1.28K | 0.01% |
| Balboa Wealth Partners | 24.48K | Mar 31, 26 | +4.04K | 0.01% |
| COMMERCE BANK | 24.42K | Mar 31, 26 | +24.42K | 0.01% |
| Baird Financial Group, Inc. | 23.37K | Mar 31, 26 | +476 | 0.01% |
| Roger Wittlin Investment Advisory, LLC | 23.19K | Mar 31, 26 | -5.14K | 0.01% |
| Essential Planning, LLC. | 22.76K | Mar 31, 26 | -120 | 0.01% |
| Accel Wealth Management | 21.95K | Mar 31, 26 | +2.52K | 0.01% |
| LifePlan Investment Advisors, Inc. | 21.84K | Mar 31, 26 | +2.20K | 0.01% |
| RFG Advisory, LLC | 21.81K | Mar 31, 26 | -783 | 0.01% |
| FMR LLC | 21.45K | Mar 31, 26 | +7.53K | 0.01% |
| GENESIS PRIVATE WEALTH, LLC | 20.91K | Mar 31, 26 | +237 | 0.01% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 20.70K | Mar 31, 26 | +1.77K | 0.01% |
| Kovack Advisors, Inc. | 20.49K | Mar 31, 26 | -416 | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 20.46K | Mar 31, 26 | +20.46K | 0.01% |
| HT Partners LLC | 19.93K | Mar 31, 26 | +255 | 0.01% |
| Sigma Planning Corp | 19.55K | Mar 31, 26 | +5.82K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 19.27K | Mar 31, 26 | +6.31K | 0.01% |
| Headlands Technologies LLC | 18.95K | Mar 31, 26 | +18.95K | 0.01% |
| MAI Capital Management | 18.75K | Mar 31, 26 | -1.03K | 0.01% |
| Banque Transatlantique SA | 18.34K | Mar 31, 26 | +18.34K | 0.00% |
| Strategic Financial Partners, Ltd. | 18.03K | Mar 31, 26 | -229 | 0.00% |
| Global Financial Private Client, LLC | 17.95K | Mar 31, 26 | +27 | 0.00% |
| Arete Wealth Advisors, LLC | 17.49K | Mar 31, 26 | -1.62K | 0.00% |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 17.23K | Mar 31, 26 | -658 | 0.00% |
| Advisory Alpha, LLC | 16.68K | Mar 31, 26 | -31.33K | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 16.45K | Mar 31, 26 | +423 | 0.00% |
| Legacy Wealth Asset Management, LLC | 16.30K | Mar 31, 26 | +640 | 0.00% |
| Brookwood Investment Group LLC | 16.30K | Mar 31, 26 | +793 | 0.00% |
| Avise Financial Cooperative, Inc. | 16.11K | Mar 31, 26 | -957 | 0.00% |
| Seelaus Asset Management LLC | 15.90K | Mar 31, 26 | +454 | 0.00% |
| Moors & Cabot, Inc. | 15.34K | Mar 31, 26 | +435 | 0.00% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 15.13K | Mar 31, 26 | -371 | 0.00% |
| rebel Financial LLC | 14.86K | Mar 31, 26 | +1.28K | 0.00% |
| Tortoise Investment Management, LLC | 14.83K | Mar 31, 26 | -6.21K | 0.00% |
| Advyzon Investment Management, LLC | 14.82K | Mar 31, 26 | +2.85K | 0.00% |
| Avidian Wealth Solutions, LLC | 14.41K | Mar 31, 26 | +670 | 0.00% |
| Ignite Planners, LLC | 14.35K | Mar 31, 26 | -201 | 0.00% |
| Alteri Wealth LLC | 14.33K | Mar 31, 26 | +217 | 0.00% |
| Adviser Investments LLC | 14.29K | Mar 31, 26 | -4.75K | 0.00% |
| ROCKLAND TRUST CO | 14.14K | Mar 31, 26 | +1.89K | 0.00% |
| Proactive Wealth Strategies LLC | 14.10K | Mar 31, 26 | +8.54K | 0.00% |
| Navigation Wealth Management, Inc. | 13.99K | Mar 31, 26 | -791 | 0.00% |
| Atomi Financial Group, Inc. | 13.88K | Mar 31, 26 | +4.41K | 0.00% |
| Modera Wealth Management, LLC | 13.81K | Mar 31, 26 | +9 | 0.00% |
| Gotham Asset Management, LLC | 13.55K | Mar 31, 26 | +7.50K | 0.00% |
| IVC Wealth Advisors LLC | 13.49K | Mar 31, 26 | -3.58K | 0.00% |
| ALTFEST L J & CO INC | 13.40K | Mar 31, 26 | +327 | 0.00% |
| BENJAMIN EDWARDS INC | 13.22K | Mar 31, 26 | +1.51K | 0.00% |
| Transamerica Financial Advisors, Inc. | 13.11K | Mar 31, 26 | +7.06K | 0.00% |
| Apella Capital, LLC | 12.87K | Mar 31, 26 | +3 | 0.00% |
| TFB Advisors LLC | 12.87K | Mar 31, 26 | -9.59K | 0.00% |
| Talon Private Wealth, LLC | 12.72K | Mar 31, 26 | +12.72K | 0.00% |
| WNY Asset Management, LLC | 12.62K | Mar 31, 26 | +12.62K | 0.00% |
| Hexagon Capital Partners LLC | 12.47K | Mar 31, 26 | +225 | 0.00% |
| Disciplined Investments, LLC | 12.39K | Mar 31, 26 | -691 | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 12.34K | Mar 31, 26 | -999 | 0.00% |
| Ausdal Financial Partners, Inc. | 12.23K | Mar 31, 26 | +1.97K | 0.00% |
| POTOMAC FUND MANAGEMENT INC /ADV | 12.02K | Mar 31, 26 | +1.34K | 0.00% |
| True North Advisors, LLC | 11.58K | Mar 31, 26 | -13.58K | 0.00% |
| Cresset Asset Management, LLC | 11.58K | Mar 31, 26 | -2.54K | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.58K | Mar 31, 26 | +4.75K | 0.00% |
| WT Wealth Management | 11.54K | Mar 31, 26 | +338 | 0.00% |
| CI Private Wealth, LLC | 11.50K | Mar 31, 26 | +2.67K | 0.00% |
| RCS Financial Planning, LLC | 11.35K | Mar 31, 26 | +2.50K | 0.00% |
| Ambassador Advisors, LLC | 11.33K | Mar 31, 26 | +1.37K | 0.00% |
| Koshinski Asset Management, Inc. | 11.28K | Mar 31, 26 | +1.05K | 0.00% |
| Cambridge Advisors Inc. | 11.20K | Mar 31, 26 | -- | 0.00% |
| Trust Point Inc. | 11.06K | Mar 31, 26 | -757 | 0.00% |
| MARIPAU WEALTH MANAGEMENT LLC | 11.05K | Mar 31, 26 | -199 | 0.00% |
| GUIDANCE CAPITAL, INC | 11.04K | Mar 31, 26 | +299 | 0.00% |
| Carnegie Capital Asset Management, LLC | 11.00K | Mar 31, 26 | -545 | 0.00% |
| NWAM LLC | 10.82K | Mar 31, 26 | +68 | 0.00% |
| BlueSky Wealth Advisors, LLC | 10.80K | Mar 31, 26 | +10.80K | 0.00% |
| Ellis Investment Partners, LLC | 10.77K | Mar 31, 26 | +4.03K | 0.00% |
| Summit Global Investments | 10.66K | Mar 31, 26 | -132 | 0.00% |
| SEEDS INVESTOR LLC | 10.47K | Mar 31, 26 | +10.47K | 0.00% |
| Meridian Wealth Partners, LLC | 10.35K | Mar 31, 26 | -- | 0.00% |
| Southland Equity Partners LLC | 10.31K | Mar 31, 26 | +56 | 0.00% |
| IFP Advisors, Inc | 10.29K | Mar 31, 26 | +725 | 0.00% |
| Braun-Bostich & Associates Inc. | 10.16K | Mar 31, 26 | -2.85K | 0.00% |
| PACIFIC FINANCIAL GROUP INC | 10.10K | Mar 31, 26 | +418 | 0.00% |
| Pinnacle Bancorp, Inc. | 9.99K | Mar 31, 26 | +2.64K | 0.00% |
| Atlatl Advisers LLC | 9.95K | Mar 31, 26 | -29.09K | 0.00% |
| Eagle Bay Advisors LLC | 9.84K | Mar 31, 26 | +19 | 0.00% |
| Gladstone Institutional Advisory LLC | 9.80K | Mar 31, 26 | +4.07K | 0.00% |
| Argyle Capital Partners, LLC | 9.63K | Mar 31, 26 | +1.65K | 0.00% |
| Argent Trust Co | 9.63K | Mar 31, 26 | +1.61K | 0.00% |
| PARK AVENUE SECURITIES LLC | 9.52K | Mar 31, 26 | +9.52K | 0.00% |
| Dynamic Advisor Solutions LLC | 9.47K | Mar 31, 26 | +1.09K | 0.00% |
| M1 Capital Management LLC | 9.29K | Mar 31, 26 | +1.54K | 0.00% |
| VisionPoint Advisory Group, LLC | 9.28K | Mar 31, 26 | +1.25K | 0.00% |
| Fisher Asset Management, LLC | 9.25K | Mar 31, 26 | +647 | 0.00% |
| WHITTIER TRUST CO | 9.06K | Mar 31, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 8.93K | Mar 31, 26 | +1.09K | 0.00% |
| D.A. DAVIDSON & CO. | 8.64K | Mar 31, 26 | -112 | 0.00% |
| Montis Financial, LLC | 8.61K | Mar 31, 26 | -1.16K | 0.00% |
| Quantinno Capital Management LP | 8.57K | Mar 31, 26 | +8.57K | 0.00% |
| Stirlingshire Investments, Inc. | 8.15K | Mar 31, 26 | +622 | 0.00% |
| Hanlon Investment Management, Inc. | 7.94K | Mar 31, 26 | -2.01K | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 7.75K | Mar 31, 26 | -8 | 0.00% |
| WORLD EQUITY GROUP, INC. | 7.74K | Mar 31, 26 | +335 | 0.00% |
| Rehmann Capital Advisory Group | 7.70K | Mar 31, 26 | -232 | 0.00% |
| SHAYNE & CO., LLC | 7.64K | Mar 31, 26 | -746 | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 7.56K | Mar 31, 26 | -89 | 0.00% |
| COLUMBIA ADVISORY PARTNERS LLC | 7.38K | Mar 31, 26 | +715 | 0.00% |
| Acorn Wealth Advisors, LLC | 7.29K | Mar 31, 26 | -26 | 0.00% |
| Leo Wealth, LLC | 7.28K | Mar 31, 26 | -1.45K | 0.00% |
| Capital Investment Advisory Services, LLC | 7.28K | Mar 31, 26 | -258 | 0.00% |
| Snowden Capital Advisors LLC | 7.25K | Mar 31, 26 | +111 | 0.00% |
| FLYWHEEL PRIVATE WEALTH LLC | 7.20K | Mar 31, 26 | +800 | 0.00% |
| OLD MISSION CAPITAL LLC | 7.19K | Mar 31, 26 | +7.19K | 0.00% |
| NORTHERN TRUST CORP | 7.13K | Mar 31, 26 | -1.68K | 0.00% |
| Econ Financial Services Corp | 7.05K | Mar 31, 26 | +7.05K | 0.00% |
| FIFTH THIRD SECURITIES, INC. | 7.05K | Mar 31, 26 | +115 | 0.00% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 7.03K | Mar 31, 26 | +1.43K | 0.00% |
| Buck Wealth Strategies, LLC | 6.99K | Mar 31, 26 | -465 | 0.00% |
| Lifeworks Advisors, LLC | 6.98K | Mar 31, 26 | -400 | 0.00% |
| United Advisor Group, LLC | 6.92K | Mar 31, 26 | +73 | 0.00% |
| HRT FINANCIAL LP | 6.85K | Mar 31, 26 | +6.85K | 0.00% |
| Advisors Asset Management, Inc. | 6.79K | Mar 31, 26 | -4.16K | 0.00% |
| CULTIVAR CAPITAL, INC. | 6.75K | Mar 31, 26 | -850 | 0.00% |
| TCG Advisory Services, LLC | 6.46K | Mar 31, 26 | -- | 0.00% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6.32K | Mar 31, 26 | +470 | 0.00% |
| PATTEN & PATTEN INC/TN | 6.30K | Mar 31, 26 | +106 | 0.00% |
| Sequent Planning LLC | 6.21K | Mar 31, 26 | +6.21K | 0.00% |
| Chesley Taft & Associates LLC | 6.18K | Mar 31, 26 | +6.18K | 0.00% |
| Turtle Creek Wealth Advisors, LLC | 6.12K | Mar 31, 26 | -- | 0.00% |
| SILVER OAK SECURITIES, INCORPORATED | 6.12K | Mar 31, 26 | +1.07K | 0.00% |
| DELTA FINANCIAL ADVISORS LLC | 6.07K | Mar 31, 26 | -- | 0.00% |
| VERUS CAPITAL PARTNERS, LLC | 6.06K | Mar 31, 26 | -3.31K | 0.00% |
| Walkner Condon Financial Advisors LLC | 5.86K | Mar 31, 26 | -974 | 0.00% |
| BARRETT & COMPANY, INC. | 5.85K | Mar 31, 26 | -719 | 0.00% |
| IHT Wealth Management, LLC | 5.84K | Mar 31, 26 | -5.00K | 0.00% |
| REAP Financial Group, LLC | 5.82K | Mar 31, 26 | +661 | 0.00% |
| Clear Creek Financial Management, LLC | 5.64K | Mar 31, 26 | -344 | 0.00% |
| Summit Financial, LLC | 5.64K | Mar 31, 26 | +5.64K | 0.00% |
| WEST MICHIGAN ADVISORS, LLC | 5.60K | Mar 31, 26 | -1.67K | 0.00% |
| Sowell Financial Services LLC | 5.55K | Mar 31, 26 | +223 | 0.00% |
| BROWN ADVISORY INC | 5.51K | Mar 31, 26 | +383 | 0.00% |
| Redwood Investment Management, LLC | 5.50K | Mar 31, 26 | -490 | 0.00% |
| Larson Financial Group LLC | 5.49K | Mar 31, 26 | +3 | 0.00% |
| CoreCap Advisors, LLC | 5.44K | Mar 31, 26 | +1.09K | 0.00% |
| FRANKLIN RESOURCES INC | 5.43K | Mar 31, 26 | -1.76K | 0.00% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.42K | Mar 31, 26 | +803 | 0.00% |
| Rossby Financial, LCC | 5.42K | Mar 31, 26 | +105 | 0.00% |
| Spire Wealth Management | 5.41K | Mar 31, 26 | +124 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 5.31K | Mar 31, 26 | +144 | 0.00% |
| 21 West Wealth Management LLC | 5.23K | Mar 31, 26 | +5.23K | 0.00% |
| Wealthspire Advisors, LLC | 5.20K | Mar 31, 26 | -1.01K | 0.00% |
| Belpointe Asset Management LLC | 5.20K | Mar 31, 26 | +56 | 0.00% |
| Retirement Planning Group | 5.17K | Mar 31, 26 | +5.17K | 0.00% |
| Arkadios Wealth Advisors | 5.14K | Mar 31, 26 | -2.24K | 0.00% |
| XY Planning Network, Inc. | 5.13K | Mar 31, 26 | +5.13K | 0.00% |
| Kingsview Wealth Management, LLC | 5.11K | Mar 31, 26 | -787 | 0.00% |
| FSA Advisors, Inc. | 5.05K | Mar 31, 26 | -9.02K | 0.00% |
| Yoffe Investment Management, LLC | 5.05K | Mar 31, 26 | -- | 0.00% |
| Elite Life Management LLC | 5.04K | Mar 31, 26 | -- | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.98K | Mar 31, 26 | -7 | 0.00% |
| Successful Portfolios LLC | 4.87K | Mar 31, 26 | -30 | 0.00% |
| Archvest Wealth Advisors, Inc. | 4.84K | Mar 31, 26 | +4.84K | 0.00% |
| Phoenix Holdings Ltd. | 4.79K | Mar 31, 26 | -- | 0.00% |
| Facet Wealth, Inc. | 4.77K | Mar 31, 26 | +4.77K | 0.00% |
| WEDBUSH SECURITIES INC | 4.77K | Mar 31, 26 | -469 | 0.00% |
| Carter Financial Group, INC. | 4.74K | Mar 31, 26 | -234 | 0.00% |
| Wealthfront Advisers LLC | 4.72K | Mar 31, 26 | -976 | 0.00% |
| Strategic Wealth Partners, Ltd. | 4.70K | Mar 31, 26 | +19 | 0.00% |
| Caitlin John, LLC | 4.69K | Mar 31, 26 | +5 | 0.00% |
| TWO SIGMA SECURITIES, LLC | 4.66K | Mar 31, 26 | +4.66K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 4.61K | Mar 31, 26 | +233 | 0.00% |
| Essex Savings Bank | 4.56K | Mar 31, 26 | -1.23K | 0.00% |
| AA Financial Advisors, LLC | 4.51K | Mar 31, 26 | -9.24K | 0.00% |
| Eqis Capital Management, Inc. | 4.50K | Mar 31, 26 | -620 | 0.00% |
| NFP Retirement, Inc. | 4.49K | Mar 31, 26 | +28 | 0.00% |
| TRUST CO OF VIRGINIA /VA | 4.49K | Mar 31, 26 | +80 | 0.00% |
| Clean Yield Group | 4.48K | Mar 31, 26 | -- | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 4.47K | Mar 31, 26 | -49 | 0.00% |
| LIBERTY WEALTH MANAGEMENT LLC | 4.43K | Mar 31, 26 | +4.43K | 0.00% |
| Decker Retirement Planning Inc. | 4.37K | Mar 31, 26 | -274 | 0.00% |
| Midwest Trust Co | 4.35K | Mar 31, 26 | +4.35K | 0.00% |
| MONECO Advisors, LLC | 4.35K | Mar 31, 26 | -- | 0.00% |
| UNIQUE WEALTH, LLC | 4.32K | Mar 31, 26 | +4.32K | 0.00% |
| BCWM, LLC | 4.26K | Mar 31, 26 | +4.26K | 0.00% |
| Oregon Pacific Wealth Management, LLC | 4.26K | Mar 31, 26 | +4.26K | 0.00% |
| LongView Wealth Management | 4.25K | Mar 31, 26 | -494 | 0.00% |
| SRS Capital Advisors, Inc. | 4.20K | Mar 31, 26 | +549 | 0.00% |
| PRIVATE TRUST CO NA | 4.11K | Mar 31, 26 | -251 | 0.00% |
| Legacy Wealth Managment, LLC/ID | 3.96K | Mar 31, 26 | +159 | 0.00% |
| CENTAURUS FINANCIAL, INC. | 3.88K | Mar 31, 26 | +3.88K | 0.00% |
| Raleigh Capital Management Inc. | 3.85K | Mar 31, 26 | +165 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.63K | Mar 31, 26 | +253 | 0.00% |
| Atlantic Union Bankshares Corp | 3.59K | Mar 31, 26 | -- | 0.00% |
| Imprint Wealth LLC | 2.98K | Mar 31, 26 | +213 | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 2.91K | Mar 31, 26 | -53 | 0.00% |
| Archer Investment Corp | 2.74K | Mar 31, 26 | -1.71K | 0.00% |
| Richard W. Paul & Associates, LLC | 2.53K | Mar 31, 26 | +311 | 0.00% |
| BLAIR WILLIAM & CO/IL | 2.43K | Mar 31, 26 | -1.35K | 0.00% |
| Aptus Capital Advisors, LLC | 2.42K | Mar 31, 26 | -201 | 0.00% |
| ROGCO, LP | 2.29K | Mar 31, 26 | -- | 0.00% |
| Piscataqua Savings Bank | 2.25K | Mar 31, 26 | -- | 0.00% |
| Solstein Capital, LLC | 2.19K | Mar 31, 26 | +45 | 0.00% |
| Sound Income Strategies, LLC | 2.12K | Mar 31, 26 | +467 | 0.00% |
| Winthrop Capital Management, LLC | 2.06K | Mar 31, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 2.04K | Mar 31, 26 | +481 | 0.00% |
| Front Row Advisors LLC | 2.00K | Mar 31, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 1.86K | Mar 31, 26 | +1.04K | 0.00% |
| Synergy Investment Management, LLC | 1.85K | Mar 31, 26 | +1.85K | 0.00% |
| TIAA TRUST, NATIONAL ASSOCIATION | 1.72K | Mar 31, 26 | -12.87K | 0.00% |
| FAS Wealth Partners, Inc. | 1.63K | Mar 31, 26 | +10 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1.47K | Mar 31, 26 | -- | 0.00% |
| Ironwood Wealth Management, LLC. | 1.46K | Mar 31, 26 | +520 | 0.00% |
| Dunhill Financial, LLC | 1.36K | Mar 31, 26 | +438 | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 1.34K | Mar 31, 26 | -- | 0.00% |
| Wells Financial Advisors INC | 1.21K | Mar 31, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.08K | Mar 31, 26 | +742 | 0.00% |
| Founders Financial Alliance, LLC | 1.06K | Mar 31, 26 | +1.06K | 0.00% |
| DUNCKER STREETT & CO INC | 1.06K | Mar 31, 26 | +16 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 1.03K | Mar 31, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.00K | Mar 31, 26 | +86 | 0.00% |
| NBT BANK N A /NY | 985 | Mar 31, 26 | +985 | 0.00% |
| HUNTINGTON NATIONAL BANK | 983 | Mar 31, 26 | +40 | 0.00% |
| CITY HOLDING CO | 942 | Mar 31, 26 | +142 | 0.00% |
| Frazier Financial Advisors, LLC | 869 | Mar 31, 26 | -- | 0.00% |
| Main Street Group, LTD | 848 | Mar 31, 26 | +848 | 0.00% |
| Millstone Evans Group, LLC | 829 | Mar 31, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 824 | Mar 31, 26 | -- | 0.00% |
| Rosenberg Matthew Hamilton | 748 | Mar 31, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 740 | Mar 31, 26 | -- | 0.00% |
| Key FInancial Inc | 732 | Mar 31, 26 | +91 | 0.00% |
| MCF Advisors LLC | 657 | Mar 31, 26 | +657 | 0.00% |
| BARD ASSOCIATES INC | 634 | Mar 31, 26 | -1.08K | 0.00% |
| McCarthy Grittinger Financial Group, LLC | 631 | Mar 31, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 624 | Mar 31, 26 | +558 | 0.00% |
| Kingdom Financial Group LLC. | 624 | Mar 31, 26 | +5 | 0.00% |
| Breakwater Investment Management | 590 | Mar 31, 26 | -- | 0.00% |
| Golden State Equity Partners | 583 | Mar 31, 26 | +583 | 0.00% |
| Asset Dedication, LLC | 565 | Mar 31, 26 | -- | 0.00% |
| LRI Investments, LLC | 557 | Mar 31, 26 | -31 | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 548 | Mar 31, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 540 | Mar 31, 26 | -4.59K | 0.00% |
| Murphy & Mullick Capital Management Corp | 535 | Mar 31, 26 | -28 | 0.00% |
| Glen Eagle Advisors, LLC | 530 | Mar 31, 26 | -- | 0.00% |
| Bangor Savings Bank | 507 | Mar 31, 26 | +179 | 0.00% |
| AlphaCore Capital LLC | 494 | Mar 31, 26 | -21 | 0.00% |
| SIGNATUREFD, LLC | 472 | Mar 31, 26 | -392 | 0.00% |
| First PREMIER Bank | 470 | Mar 31, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 465 | Mar 31, 26 | -- | 0.00% |
| CITIGROUP INC | 435 | Mar 31, 26 | -41 | 0.00% |
| Colonial Trust Co / SC | 433 | Mar 31, 26 | -27 | 0.00% |
| FIRST COMMUNITY TRUST NA | 410 | Mar 31, 26 | +410 | 0.00% |
| LOWE BROCKENBROUGH & CO INC | 399 | Mar 31, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 371 | Mar 31, 26 | -- | 0.00% |
| Lodestone Wealth Management LLC | 363 | Mar 31, 26 | +2 | 0.00% |
| Westside Investment Management, Inc. | 363 | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 362 | Mar 31, 26 | -- | 0.00% |
| POM Investment Strategies, LLC | 361 | Mar 31, 26 | +361 | 0.00% |
| WPG Advisers, LLC | 335 | Mar 31, 26 | -5 | 0.00% |
| Signature Resources Capital Management, LLC | 332 | Mar 31, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 305 | Mar 31, 26 | -532 | 0.00% |
| United Community Bank | 303 | Mar 31, 26 | +303 | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 278 | Mar 31, 26 | +278 | 0.00% |
| WealthShield Partners, LLC | 254 | Mar 31, 26 | +12 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 249 | Mar 31, 26 | -- | 0.00% |
| IFG Advisory, LLC | 223 | Mar 31, 26 | +223 | 0.00% |
| HALLMARK CAPITAL MANAGEMENT INC | 206 | Mar 31, 26 | -101 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 182 | Mar 31, 26 | -74 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 173 | Mar 31, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 171 | Mar 31, 26 | -- | 0.00% |
| PROSPERITY BANCSHARES INC | 169 | Mar 31, 26 | -- | 0.00% |
| BFSG, LLC | 165 | Mar 31, 26 | +20 | 0.00% |
| EPG Wealth Management LLC | 163 | Mar 31, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 160 | Mar 31, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 155 | Mar 31, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 152 | Mar 31, 26 | -23 | 0.00% |
| HHM Wealth Advisors, LLC | 140 | Mar 31, 26 | +140 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 136 | Mar 31, 26 | -839 | 0.00% |
| Nova Wealth Management, Inc. | 131 | Mar 31, 26 | +131 | 0.00% |
| PINNEY & SCOFIELD, INC. | 131 | Mar 31, 26 | +131 | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 112 | Mar 31, 26 | +112 | 0.00% |
| Avion Wealth | 107 | Mar 31, 26 | -- | 0.00% |
| Tidemark, LLC | 107 | Mar 31, 26 | +1 | 0.00% |
| Wiser Advisor Group LLC | 106 | Mar 31, 26 | -- | 0.00% |
| Crews Bank & Trust | 100 | Mar 31, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 99 | Mar 31, 26 | +99 | 0.00% |
| MBM Wealth Consultants, LLC | 95 | Mar 31, 26 | +95 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 81 | Mar 31, 26 | -- | 0.00% |
| Financial Freedom, LLC | 80 | Mar 31, 26 | +80 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 73 | Mar 31, 26 | +73 | 0.00% |
| ALBION FINANCIAL GROUP /UT | 72 | Mar 31, 26 | -- | 0.00% |
| Values First Advisors, Inc. | 70 | Mar 31, 26 | -- | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 68 | Mar 31, 26 | +68 | 0.00% |
| TOMPKINS FINANCIAL CORP | 63 | Mar 31, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 63 | Mar 31, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 62 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 60 | Mar 31, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 60 | Mar 31, 26 | -- | 0.00% |
| Transce3nd, LLC | 55 | Mar 31, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 55 | Mar 31, 26 | -- | 0.00% |
| Biltmore Family Office, LLC | 52 | Mar 31, 26 | -- | 0.00% |
| RICHARDS, MERRILL & PETERSON, INC. | 47 | Mar 31, 26 | -160 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 45 | Mar 31, 26 | +45 | 0.00% |
| AMERIFLEX GROUP, INC. | 43 | Mar 31, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 42 | Mar 31, 26 | -- | 0.00% |
| Elequin Securities, LLC | 42 | Mar 31, 26 | -4.66K | 0.00% |
| Glass Jacobson Investment Advisors llc | 38 | Mar 31, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 35 | Mar 31, 26 | -- | 0.00% |
| HM PAYSON & CO | 32 | Mar 31, 26 | +32 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 30 | Mar 31, 26 | -- | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 29 | Mar 31, 26 | -194 | 0.00% |
| Register Financial Advisors LLC | 27 | Mar 31, 26 | -- | 0.00% |
| Team Financial Group, LLC | 26 | Mar 31, 26 | -- | 0.00% |
| Clayton Financial Group LLC | 25 | Mar 31, 26 | -- | 0.00% |
| MOTCO | 24 | Mar 31, 26 | -19 | 0.00% |
| Nemes Rush Group LLC | 21 | Mar 31, 26 | +21 | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 21 | Mar 31, 26 | -- | 0.00% |
| Richardson Capital Management LLC | 15 | Mar 31, 26 | -- | 0.00% |
| Burk Holdings LLC | 14 | Mar 31, 26 | +14 | 0.00% |
| MJT & Associates Financial Advisory Group, Inc. | 11 | Mar 31, 26 | -- | 0.00% |
| Kilter Group LLC | 11 | Mar 31, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 10 | Mar 31, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 8 | Mar 31, 26 | +8 | 0.00% |
| Creative Capital Management Investments LLC | 8 | Mar 31, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 6 | Mar 31, 26 | +6 | 0.00% |
| HighMark Wealth Management LLC | 5 | Mar 31, 26 | -- | 0.00% |
| Mosley Wealth Management | 5 | Mar 31, 26 | +5 | 0.00% |
| Bear Mountain Capital, Inc. | 2 | Mar 31, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 1 | Mar 31, 26 | -- | 0.00% |
| Boreal Capital Management LLC | 1 | Mar 31, 26 | +1 | 0.00% |
| Camelot Portfolios, LLC | -- | Mar 31, 26 | -80 | -- |
| Mowery & Schoenfeld Wealth Management, LLC | -- | Mar 31, 26 | -74 | -- |
| Quarry LP | -- | Mar 31, 26 | -150 | -- |
| VOYA INVESTMENT MANAGEMENT LLC | -- | Mar 31, 26 | -62.15K | -- |
| SouthState Corp | -- | Mar 31, 26 | -36 | -- |
| DecisionPoint Financial, LLC | -- | Mar 31, 26 | -540 | -- |
| SEVEN MILE ADVISORY | -- | Mar 31, 26 | -608.49K | -- |
| Forefront Wealth Partners, LLC | -- | Mar 31, 26 | -4.45K | -- |
| J. L. Bainbridge & Co., Inc. | -- | Mar 31, 26 | -4.36K | -- |
| Strategic Advocates LLC | -- | Mar 31, 26 | -32 | -- |
| Paradigm Financial Partners, LLC | -- | Mar 31, 26 | -5.49K | -- |
| Dakota Wealth Management | -- | Mar 31, 26 | -4.50K | -- |
| Coppell Advisory Solutions LLC | -- | Mar 31, 26 | -15.14K | -- |
| Garner Asset Management Corp | -- | Mar 31, 26 | -113 | -- |
| Palouse Capital Management, Inc. | -- | Mar 31, 26 | -123 | -- |
| SYKON CAPITAL LLC | -- | Mar 31, 26 | -76.57K | -- |
| Manchester Capital Management LLC | -- | Mar 31, 26 | -1.31K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -465.41K | -- |
| Hilltop Holdings Inc. | -- | Mar 31, 26 | -11.30K | -- |
| Crabel Capital Management, LLC | -- | Mar 31, 26 | -33.10K | -- |
| MASECO LLP | -- | Mar 31, 26 | -290 | -- |
| Point Nemo Capital, LLC | -- | Mar 31, 26 | -11.25K | -- |
| Cornerstone Wealth Management, LLC | -- | Mar 31, 26 | -4.39K | -- |
| OPTIMA CAPITAL LLC | -- | Mar 31, 26 | -1.72K | -- |
| Investors Research Corp | -- | Mar 31, 26 | -853 | -- |
| Qube Research & Technologies Ltd | -- | Mar 31, 26 | -18.89K | -- |
| Plante Moran Financial Advisors, LLC | -- | Mar 31, 26 | -88 | -- |
| Ascent Group, LLC | -- | Mar 31, 26 | -4.66K | -- |
| TBH Global Asset Management, LLC | -- | Mar 31, 26 | -8.92K | -- |
| Zhang Financial LLC | -- | Mar 31, 26 | -6.51K | -- |
| TCTC Holdings, LLC | -- | Mar 31, 26 | -791 | -- |
| Valeo Financial Advisors, LLC | -- | Mar 31, 26 | -9.77K | -- |
| Stone House Investment Management, LLC | -- | Mar 31, 26 | -479 | -- |
| Edgestream Partners, L.P. | -- | Mar 31, 26 | -18.71K | -- |
| Integrity Financial Corp /WA | -- | Mar 31, 26 | -11 | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -2.96K | -- |
| Community Bank, N.A. | -- | Mar 31, 26 | -1.06K | -- |
| Wealth Watch Advisors, INC | -- | Mar 31, 26 | -21 | -- |
| Redhawk Wealth Advisors, Inc. | -- | Mar 31, 26 | -15.15K | -- |
| Darwin Wealth Management, LLC | -- | Mar 31, 26 | -131 | -- |
| Joel Isaacson & Co., LLC | -- | Mar 31, 26 | -5.43K | -- |
| CAPITAL INSIGHT PARTNERS, LLC | 347.92K | Dec 31, 25 | +11.19K | 0.09% |
| COMERICA BANK | 61.38K | Dec 31, 25 | +3.28K | 0.02% |
| Main Street Financial Solutions, LLC | 57.49K | Dec 31, 25 | +23.73K | 0.02% |
| Global Retirement Partners, LLC | 31.81K | Dec 31, 25 | +12.66K | 0.01% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 18.47K | Dec 31, 25 | -9.11K | 0.01% |
| FineMark National Bank & Trust | 6.59K | Dec 31, 25 | +6.59K | 0.00% |
| CIBC Private Wealth Group, LLC | 4.94K | Dec 31, 25 | -651 | 0.00% |
| SageView Advisory Group, LLC | 4.34K | Dec 31, 25 | +60 | 0.00% |
| Motiv8 Investments LLC | 683 | Dec 31, 25 | +683 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 171 | Dec 31, 25 | +171 | 0.00% |
| ORG Partners LLC | 64 | Dec 31, 25 | -- | 0.00% |
| New Millennium Group LLC | 22 | Dec 31, 25 | -- | 0.00% |
| TRUST CO OF VERMONT | 12 | Dec 31, 25 | +12 | 0.00% |
| Heritage Wealth Advisors | -- | Dec 31, 25 | -16 | -- |
| Sensible Financial Planning & Management, LLC. | 240.36K | Sep 30, 25 | -758 | 0.07% |
| Obsidian Personal Planning Solutions LLC | 192.08K | Sep 30, 25 | +4.86K | 0.05% |
| EFG Asset Management (Americas) Corp. | 146.02K | Sep 30, 25 | +24.50K | 0.04% |
| OAK HILL WEALTH ADVISORS, LLC | 112.21K | Sep 30, 25 | +6.97K | 0.03% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 77.72K | Sep 30, 25 | +43.31K | 0.02% |
| MAS Advisors LLC | 65.94K | Sep 30, 25 | -2.31K | 0.02% |
| Certus Wealth Management, LLC | 52.33K | Sep 30, 25 | +5.30K | 0.01% |
| Willow Creek Wealth Management Inc. | 27.44K | Sep 30, 25 | -- | 0.01% |
| Siligmueller & Norvid Wealth Advisors LLC | 25.31K | Sep 30, 25 | +25.31K | 0.01% |
| Kathleen S. Wright Associates Inc. | 22.54K | Sep 30, 25 | +2.21K | 0.01% |
| Sonora Investment Management Group, LLC | 18.69K | Sep 30, 25 | -- | 0.01% |
| WETHERBY ASSET MANAGEMENT INC | 17.09K | Sep 30, 25 | -- | 0.00% |
| Bristlecone Advisors, LLC | 12.58K | Sep 30, 25 | +12.58K | 0.00% |
| Copperleaf Capital, LLC | 6.45K | Sep 30, 25 | -320 | 0.00% |
| PINNACLE FINANCIAL PARTNERS INC | 5.42K | Sep 30, 25 | -504 | 0.00% |
| Guerra Advisors Inc | 202 | Sep 30, 25 | +202 | 0.00% |
| Promus Capital, LLC | 40 | Sep 30, 25 | -- | 0.00% |
| Abich Financial Wealth Management LLC | 14 | Sep 30, 25 | +14 | 0.00% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -16.01K | -- |
| Parkside Advisors LLC | 582.76K | Jun 30, 25 | +12.32K | 0.16% |
| Money Design Co.,Ltd. | 290.05K | Jun 30, 25 | +7.34K | 0.08% |
| Christopher J. Hasenberg, Inc | 178.12K | Jun 30, 25 | +178.12K | 0.05% |
| Atria Wealth Solutions, Inc. | 134.07K | Jun 30, 25 | -334.90K | 0.04% |
| Congress Wealth Management LLC / DE / | 108.13K | Jun 30, 25 | +1.68K | 0.03% |
| Financial Gravity Companies, Inc. | 97.43K | Jun 30, 25 | +97.43K | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 50.59K | Jun 30, 25 | -346 | 0.01% |
| First Horizon Advisors, Inc. | 32.84K | Jun 30, 25 | +659 | 0.01% |
| Graypoint LLC | 14.21K | Jun 30, 25 | -- | 0.00% |
| ACAS, LLC | 6.12K | Jun 30, 25 | -496 | 0.00% |
| Semmax Financial Advisors Inc. | 2.52K | Jun 30, 25 | -24.17K | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1.73K | Jun 30, 25 | +1.73K | 0.00% |
| Legacy Investment Solutions, LLC | 692 | Jun 30, 25 | +692 | 0.00% |
| Iron Horse Wealth Management, LLC | 409 | Jun 30, 25 | -- | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -59 | -- |
| Orion Portfolio Solutions, LLC | 581.93K | Mar 31, 25 | +53.40K | 0.16% |
| Morningstar Investment Services LLC | 197.48K | Mar 31, 25 | -282.80K | 0.05% |
| Proquility Private Wealth Partners, LLC | 160.51K | Mar 31, 25 | -3.02K | 0.04% |
| Marcum Wealth, LLC | 15.29K | Mar 31, 25 | +322 | 0.00% |
| Transform Wealth, LLC | 8.75K | Mar 31, 25 | +1.94K | 0.00% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -14.17K | -- |
| Sandy Spring Bank | -- | Mar 31, 25 | -15 | -- |
| Bremer Bank National Association | -- | Mar 31, 25 | -7.67K | -- |
| Executive Wealth Management, LLC | 1.12M | Dec 31, 24 | +29.63K | 0.30% |
| SignalPoint Asset Management, LLC | 66.02K | Dec 31, 24 | +21.43K | 0.02% |
| Anchor Pointe Wealth Management, LLC | 28.16K | Dec 31, 24 | +28.16K | 0.01% |
| Merriman Wealth Management, LLC | 20.58K | Dec 31, 24 | -528 | 0.01% |
| LAKE STREET ADVISORS GROUP, LLC | 6.42K | Dec 31, 24 | +2.03K | 0.00% |
| Sugarloaf Wealth Management, LLC | 1.09K | Dec 31, 24 | -717 | 0.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | 89 | Dec 31, 24 | -- | 0.00% |
| Sanctuary Wealth Management, L.L.C. | 83 | Dec 31, 24 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -3.29K | -- |
| RAYMOND JAMES & ASSOCIATES | 3.43M | Sep 30, 24 | +1.74M | 0.93% |
| Raymond James Financial Services Advisors, Inc. | 620.52K | Sep 30, 24 | +65.64K | 0.17% |
| Brophy Wealth Management, LLC | 137.78K | Sep 30, 24 | +137.78K | 0.04% |
| Kowal Investment Group, LLC | 53.80K | Sep 30, 24 | +7.73K | 0.01% |
| EAGLE ASSET MANAGEMENT INC | 21.77K | Sep 30, 24 | +10.02K | 0.01% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 17.62K | Sep 30, 24 | +1.35K | 0.00% |
| Annapolis Financial Services, LLC | 17.56K | Sep 30, 24 | -4.70K | 0.00% |
| Peterson Financial Group, Inc. | 14.06K | Sep 30, 24 | -1.23K | 0.00% |
| LifePro Asset Management | 8.93K | Sep 30, 24 | +1 | 0.00% |
| Carmichael Hill & Associates, Inc. | 736 | Sep 30, 24 | -- | 0.00% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 403 | Sep 30, 24 | +403 | 0.00% |
| BlackRock Inc. | 178.81K | Jun 30, 24 | +8.34K | 0.05% |
| Wunderlich Capital Managemnt | 108.00K | Jun 30, 24 | +3.47K | 0.03% |
| Arden Trust Co | 23.73K | Jun 30, 24 | +3.25K | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.84K | Jun 30, 24 | -29 | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | -- | Jun 30, 24 | -6.66K | -- |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -1.41M | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -10.93K | -- |
| Charles Schwab Investment Advisory, Inc. | 135.00M | Mar 31, 24 | +2.86M | 36.67% |
| Manning & Napier Group, LLC | 477.38K | Mar 31, 24 | +3.06K | 0.13% |
| Cetera Advisors LLC | 266.71K | Mar 31, 24 | +140.90K | 0.07% |
| Cetera Advisor Networks LLC | 180.03K | Mar 31, 24 | -11.44K | 0.05% |
| Retirement Group, LLC | 137 | Mar 31, 24 | -- | 0.00% |
| Bartlett & Co. LLC | 627.72K | Dec 31, 23 | -45.04K | 0.17% |
| DFPG INVESTMENTS, LLC | 41.97K | Dec 31, 23 | +2.66K | 0.01% |
| TELEMUS CAPITAL, LLC | 20.67K | Dec 31, 23 | +1.25K | 0.01% |
| Resource Planning Group | 16.06K | Dec 31, 23 | -2.13K | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 15.98K | Dec 31, 23 | +1.24K | 0.00% |
| LWS Wealth Advisors, Inc. | 15.46K | Dec 31, 23 | +15.46K | 0.00% |
| Simplicity Solutions, LLC | 9.94K | Dec 31, 23 | -258 | 0.00% |
| Baystate Wealth Management LLC | 197 | Dec 31, 23 | +3 | 0.00% |
| Wavelength Capital Management, LLC | 207.35K | Sep 30, 23 | -7.40K | 0.06% |
| TIEDEMANN ADVISORS, LLC | 172.96K | Sep 30, 23 | -67.80K | 0.05% |
| ADVISOR PARTNERS II, LLC | 24.76K | Sep 30, 23 | +24.76K | 0.01% |
| KENFARB & CO. | 3.22K | Sep 30, 23 | -- | 0.00% |
| Antonetti Capital Management LLC | 200 | Sep 30, 23 | -- | 0.00% |
| Polaris Wealth Advisory Group, LLC | -- | Sep 30, 23 | -175.63K | -- |
| Column Capital Advisors, LLC | -- | Sep 30, 23 | -22 | -- |
| 3D/L Capital Management, LLC | -- | Sep 30, 23 | -6.29K | -- |
| Coury Firm Asset Management LLC | -- | Sep 30, 23 | -24.41K | -- |
| AJ WEALTH STRATEGIES, LLC | 189.78K | Jun 30, 23 | -2.08K | 0.05% |
| EFG CAPITAL INTERNATIONAL CORP. | 61.24K | Jun 30, 23 | +61.24K | 0.02% |
| BDO Wealth Advisors, LLC | 2.26K | Jun 30, 23 | -492 | 0.00% |
| Endurance Wealth Management, Inc. | 22 | Jun 30, 23 | -- | 0.00% |
| First Capital Advisors Group, LLC. | 6 | Jun 30, 23 | +6 | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -1.18K | -- |
| HNP Capital LLC | 428.26K | Mar 31, 23 | +54.64K | 0.12% |
| Quantitative Advantage, LLC | 20.98K | Mar 31, 23 | +3.35K | 0.01% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 13.92K | Mar 31, 23 | -1.88K | 0.00% |
| SECURITY ASSET MANAGEMENT | 12.90K | Mar 31, 23 | +12.90K | 0.00% |
| Claraphi Advisory Network, LLC | 40.71K | Dec 31, 22 | +16.36K | 0.01% |
| St. James Investment Advisors, LLC | 39.91K | Dec 31, 22 | +8.49K | 0.01% |
| ZEKE CAPITAL ADVISORS, LLC | 19.16K | Dec 31, 22 | -- | 0.01% |
| Capital Directions Investment Advisors, LLC | 812 | Dec 31, 22 | +812 | 0.00% |
| Sargent Bickham Lagudis LLC | 127 | Dec 31, 22 | +127 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | -- | Dec 31, 22 | -25 | -- |
| Round Table Services, LLC | 11.19K | Sep 30, 22 | +640 | 0.00% |
| SWM Advisors | 8.47K | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 6.71K | Sep 30, 22 | -2.42K | 0.00% |
| MUFG Americas Holdings Corp | 4.14K | Sep 30, 22 | +2.02K | 0.00% |
| MILESTONE WEALTH, LLC | 850 | Sep 30, 22 | -- | 0.00% |
| RGT Wealth Advisors, LLC | 293 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -503 | -- |
| Strategic Asset Management, LLC | -- | Sep 30, 22 | -89 | -- |
| B. Riley Wealth Management, Inc. | 13.04K | Jun 30, 22 | +337 | 0.00% |
| Frontier Wealth Management LLC | 5.84K | Jun 30, 22 | -404 | 0.00% |
| HC FINANCIAL ADVISORS INC | 1.00K | Jun 30, 22 | +1.00K | 0.00% |
| Private Capital Group, LLC | 882 | Jun 30, 22 | -2.93K | 0.00% |
| Lake Point Wealth Management | 73 | Jun 30, 22 | +73 | 0.00% |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -179 | -- |
| IndexIQ Advisors LLC | 137.13K | Mar 31, 22 | -259.96K | 0.04% |
| Financial Planners of Cleveland, Inc. | 19.61K | Mar 31, 22 | +19.61K | 0.01% |
| People's United Financial, Inc. | 4.30K | Mar 31, 22 | -1.09K | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 1.87K | Mar 31, 22 | -- | 0.00% |
| Lenox Wealth Advisors, LLC | 35 | Mar 31, 22 | -583 | 0.00% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | -- | Mar 31, 22 | -4.03K | -- |
| MD Financial Management Inc. | 1.36M | Dec 31, 21 | -73.95K | 0.37% |
| Biltmore Capital Advisors LLC | 54.49K | Dec 31, 21 | -44.30K | 0.01% |
| NEXT Financial Group, Inc | 50.64K | Dec 31, 21 | +17.64K | 0.01% |
| Clearshares LLC | 45.42K | Dec 31, 21 | -- | 0.01% |
| HawsGoodwin Investment Management LLC | 18.36K | Dec 31, 21 | -9.64K | 0.00% |
| Asset Planning Services, Ltd. | 4.68K | Dec 31, 21 | +18 | 0.00% |
| Mosaic Family Wealth, LLC | 3.78K | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 1.10K | Dec 31, 21 | -876 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 105 | Dec 31, 21 | -1.15K | 0.00% |
| QCI ASSET MANAGEMENT INC/NY | 647.19K | Sep 30, 21 | +4.75K | 0.18% |
| DeGreen Capital Management LLC | 541.75K | Sep 30, 21 | +30.01K | 0.15% |
| FIRST MERCANTILE TRUST CO | 378.43K | Sep 30, 21 | -15.34K | 0.10% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 22.78K | Sep 30, 21 | -2.45K | 0.01% |
| Ameritas Investment Company, LLC | 7.71K | Sep 30, 21 | +7.13K | 0.00% |
| Filbrandt Wealth Management, LLC | -- | Sep 30, 21 | -23 | -- |
| Homrich & Berg | -- | Sep 30, 21 | -4.99K | -- |
| PNC Managed Account Solutions, Inc. | 8.62K | Jun 30, 21 | +8.62K | 0.00% |
| Pinnacle Wealth Advisors | 5.39K | Jun 30, 21 | +5.39K | 0.00% |
| FormulaFolio Investments, LLC | 3.94K | Jun 30, 21 | -354 | 0.00% |
| Pinnacle Advisory Group, Inc. | 9.15K | Mar 31, 21 | +3.24K | 0.00% |
| BBVA USA Bancshares, Inc. | 7.23K | Mar 31, 21 | +846 | 0.00% |
| OLD MISSION CAPITAL, LLC | 338.80K | Dec 31, 20 | +338.80K | 0.09% |
| DWM Financial Group, Inc. | 79.21K | Dec 31, 20 | +523 | 0.02% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 17.12K | Dec 31, 20 | +5.34K | 0.00% |
| Winslow, Evans & Crocker, Inc. | 775 | Dec 31, 20 | -- | 0.00% |
| Reby Advisors, LLC | 494 | Dec 31, 20 | +494 | 0.00% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 232.50K | Sep 30, 20 | +43.02K | 0.06% |
| First Allied Advisory Services, Inc. | 148.81K | Sep 30, 20 | -8.27K | 0.04% |
| LifePlan Financial Group, Inc | 8.86K | Sep 30, 20 | +79 | 0.00% |
| Lucia Wealth Services, LLC | 3.71K | Sep 30, 20 | -2.07K | 0.00% |
| Global Financial Private Capital, Inc | 485.94K | Jun 30, 20 | +39.13K | 0.13% |
| FRONTIER INVESTMENT MGMT CO | 13.82K | Jun 30, 20 | +13.82K | 0.00% |
| Lenox Wealth Management, Inc. | 185 | Jun 30, 20 | -- | 0.00% |
| Peak Capital Management LLC | 104.06K | Mar 31, 20 | -134.18K | 0.03% |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 91.94K | Mar 31, 20 | +1.28K | 0.02% |
| Foothills Asset Management, Ltd. | 85.16K | Mar 31, 20 | -200 | 0.02% |
| Willingdon Wealth Management | -- | Mar 31, 20 | -568 | -- |
| Advisor Group, Inc. | 1.14M | Dec 31, 19 | -8.19K | 0.31% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 704.08K | Dec 31, 19 | +130.81K | 0.19% |
| SUNTRUST BANKS INC | 139.53K | Sep 30, 19 | +1.53K | 0.04% |
| BB&T SECURITIES, LLC | 21.17K | Sep 30, 19 | -36 | 0.01% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 512 | Sep 30, 19 | +13 | 0.00% |
| MRA Associates USA LLC | -- | Sep 30, 19 | -5.69K | -- |
| Hugh Johnson Advisors LLC | 64.97K | Jun 30, 19 | +9.50K | 0.02% |
| WealthTrust Fairport, LLC | 143.29K | Mar 31, 19 | -1.44K | 0.04% |
| HL FINANCIAL SERVICES LLC | 18.41K | Mar 31, 19 | -18.44K | 0.00% |
| NEXT Financial Holdings | 373 | Mar 31, 19 | +373 | 0.00% |
| NORTHERN CAPITAL MANAGEMENT LLC | 85.18K | Dec 31, 18 | -11.85K | 0.02% |
| BREMER TRUST NATIONAL ASSOCIATION | 75.72K | Dec 31, 18 | -2.24K | 0.02% |
| Vantage Investment Advisors, LLC | 774 | Sep 30, 18 | -- | 0.00% |
| AFAM CAPITAL, INC. | -- | Sep 30, 18 | -15.01K | -- |
| Allegis Investment Advisors, LLC | 109.66K | Mar 31, 18 | -8.39K | 0.03% |
| ROCKEFELLER FINANCIAL SERVICES INC | 996.37K | Dec 31, 17 | -1.39K | 0.27% |
| IFC Holdings Incorporated/FL | 515.47K | Dec 31, 17 | -332 | 0.14% |
| SII INVESTMENTS INC/WI | 190.74K | Dec 31, 17 | -150.40K | 0.05% |
| WealthShield, LLC | 14.74K | Dec 31, 17 | +14.74K | 0.00% |
| MILLIE CAPITAL MANAGEMENT, LLC | 12.97K | Dec 31, 17 | -3.16K | 0.00% |
| NATIONAL PLANNING CORP | 263 | Dec 31, 17 | -68.85K | 0.00% |
| Portfolio Strategies Inc | 82 | Dec 31, 17 | +13 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -207.33K | -- |
| Commonwealth Equity Services, Inc | 18.91K | Jun 30, 17 | +1.73K | 0.01% |
| Virtu KCG Holdings LLC | 8.27K | Jun 30, 17 | -2.08K | 0.00% |
| MSI Financial Services Inc | 3.37K | Dec 31, 16 | +2.10K | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -279 | -- |
| JFB Holdings Corp | 9.78K | Sep 30, 16 | -415 | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | -- | Sep 30, 16 | -150 | -- |
| Gupta Wealth Management LLC | 4 | Mar 31, 16 | +4 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 259.10K | Jun 30, 15 | +48.76K | 0.07% |
| Laidlaw Group, LLC | 118.08K | Jun 30, 15 | +5.69K | 0.03% |
| Placemark Investments, Inc. | 15.99K | Dec 31, 14 | +7.20K | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 150 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 43.30K | Sep 30, 14 | -1.98K | 0.01% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -8.24K | -- |
| Jane Street Holding, LLC | 29.86K | Dec 31, 13 | +24.16K | 0.01% |
| KNIGHT CAPITAL GROUP LLC | 12.53K | Jun 30, 13 | +12.53K | 0.00% |
| Boston Trust Walden Co | -- | Dec 31, 11 | -9.00K | -- |