Vanguard Russell 1000 ETF(VONE)

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Vanguard Russell 1000 ETF(VONE)

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$337.71—

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VONE(VONE)

VONE

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Institutional Ownership

Top 467 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.30M	Mar 31, 26	+96.81K	3.87%
AMERIPRISE FINANCIAL INC	910.37K	Mar 31, 26	+102.15K	2.71%
FMR LLC	748.76K	Mar 31, 26	+7.21K	2.23%
UBS Group AG	711.23K	Mar 31, 26	-81.75K	2.12%
BANK OF AMERICA CORP /DE/	555.40K	Mar 31, 26	-222.68K	1.66%
RED CEDAR INVESTMENT MANAGEMENT, LLC	517.02K	Mar 31, 26	-14.94K	1.54%
STIFEL FINANCIAL CORP	488.39K	Mar 31, 26	+26.25K	1.46%
Bank of New York Mellon Corp	479.12K	Mar 31, 26	-5.18K	1.43%
CITIGROUP INC	459.11K	Mar 31, 26	+255	1.37%
Jordan Park Group LLC	407.66K	Mar 31, 26	+31.67K	1.22%
Apella Capital, LLC	330.60K	Mar 31, 26	+45.38K	0.99%
RAYMOND JAMES FINANCIAL INC	311.96K	Mar 31, 26	+12.83K	0.93%
Waverly Advisors, LLC	297.13K	Mar 31, 26	-1.68K	0.89%
Cerity Partners LLC	290.15K	Mar 31, 26	+125.18K	0.87%
Hilltop Partners LLC	250.90K	Mar 31, 26	+2.40K	0.75%
Flower City Capital	240.75K	Mar 31, 26	+2.74K	0.72%
ENVESTNET ASSET MANAGEMENT INC	235.83K	Mar 31, 26	+14.54K	0.70%
WELLS FARGO & COMPANY/MN	229.99K	Mar 31, 26	+5.82K	0.69%
Beacon Pointe Advisors, LLC	171.70K	Mar 31, 26	+74.83K	0.51%
MAI Capital Management	161.93K	Mar 31, 26	+5.25K	0.48%
Sherrill & Hutchins Financial Advisory, Inc	157.50K	Mar 31, 26	-2.60K	0.47%
Heartwood Wealth Advisors LLC	146.08K	Mar 31, 26	+5.98K	0.44%
HighTower Advisors, LLC	118.91K	Mar 31, 26	-70	0.35%
GOLDMAN SACHS GROUP INC	116.15K	Mar 31, 26	+6.86K	0.35%
VANGUARD ADVISERS INC	112.82K	Mar 31, 26	+112.82K	0.34%
KEYBANK NATIONAL ASSOCIATION/OH	109.36K	Mar 31, 26	-9.74K	0.33%
LPL Financial LLC	108.15K	Mar 31, 26	-8.97K	0.32%
OLD NATIONAL BANCORP /IN/	105.78K	Mar 31, 26	+2.91K	0.32%
Cetera Investment Advisers	98.85K	Mar 31, 26	+4.70K	0.29%
JONES FINANCIAL COMPANIES LLLP	98.70K	Mar 31, 26	+16.95K	0.29%
Hirtle Callaghan & Co LLC	94.53K	Mar 31, 26	+3.62K	0.28%
EVOKE WEALTH, LLC	90.19K	Mar 31, 26	-657	0.27%
AQR CAPITAL MANAGEMENT LLC	79.94K	Mar 31, 26	+31.14K	0.24%
CHOREO, LLC	74.26K	Mar 31, 26	+6.28K	0.22%
CHERRYDALE WEALTH MANAGEMENT, LLC	73.09K	Mar 31, 26	+6.05K	0.22%
1900 WEALTH MANAGEMENT LLC	72.44K	Mar 31, 26	+554	0.22%
JPMORGAN CHASE & CO	70.91K	Mar 31, 26	+2.09K	0.21%
Parkside Financial Bank & Trust	68.56K	Mar 31, 26	+3.62K	0.20%
Pathstone Holdings, LLC	67.48K	Mar 31, 26	+909	0.20%
Stegner Investment Associates Inc.	67.32K	Mar 31, 26	+2.54K	0.20%
MERCER GLOBAL ADVISORS INC /ADV	65.09K	Mar 31, 26	-649	0.19%
Opus Capital Group, LLC	63.82K	Mar 31, 26	+1.62K	0.19%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	63.78K	Mar 31, 26	-33.74K	0.19%
NICOLET BANKSHARES INC	61.53K	Mar 31, 26	+29.64K	0.18%
Modern Wealth Management, LLC	58.40K	Mar 31, 26	-37.39K	0.17%
UBS ASSET MANAGEMENT AMERICAS INC	54.67K	Mar 31, 26	+39.69K	0.16%
Arbor Investment Advisors, LLC	53.28K	Mar 31, 26	+351	0.16%
MML INVESTORS SERVICES, LLC	44.45K	Mar 31, 26	-29.00K	0.13%
BANK OF MONTREAL /CAN/	43.85K	Mar 31, 26	-186.35K	0.13%
Cambridge Investment Research Advisors, Inc.	43.82K	Mar 31, 26	-10.28K	0.13%
RHUMBLINE ADVISERS	40.73K	Mar 31, 26	+27.76K	0.12%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40.15K	Mar 31, 26	-9.29K	0.12%
Colony Group, LLC	38.20K	Mar 31, 26	-12.21K	0.11%
Mariner, LLC	37.40K	Mar 31, 26	+9.29K	0.11%
COZAD ASSET MANAGEMENT INC	34.14K	Mar 31, 26	-100	0.10%
NORTHERN TRUST CORP	33.69K	Mar 31, 26	+49	0.10%
COLDSTREAM CAPITAL MANAGEMENT INC	32.33K	Mar 31, 26	-830	0.10%
Rialto Wealth Management, LLC	31.82K	Mar 31, 26	-413	0.09%
Thrive Wealth Management, LLC	31.20K	Mar 31, 26	-776	0.09%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	30.91K	Mar 31, 26	-2.19K	0.09%
ROYAL BANK OF CANADA	30.69K	Mar 31, 26	+966	0.09%
Creative Planning	30.33K	Mar 31, 26	+2.35K	0.09%
FOUNDERS CAPITAL MANAGEMENT, LLC	30.20K	Mar 31, 26	--	0.09%
FourThought Financial Partners, LLC	29.37K	Mar 31, 26	+659	0.09%
M&T BANK CORP	28.23K	Mar 31, 26	--	0.08%
Nova R Wealth, Inc.	27.58K	Mar 31, 26	-95	0.08%
COMMERCE BANK	25.59K	Mar 31, 26	+5.06K	0.08%
FIFTH THIRD BANCORP	25.59K	Mar 31, 26	+23.98K	0.08%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	25.50K	Mar 31, 26	+25.50K	0.08%
Roble, Belko & Company, Inc	25.23K	Mar 31, 26	+25.23K	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	24.65K	Mar 31, 26	-1.01K	0.07%
THRIVENT FINANCIAL FOR LUTHERANS	23.63K	Mar 31, 26	+9.11K	0.07%
Allworth Financial LP	22.82K	Mar 31, 26	+983	0.07%
Capstone Financial Advisors, Inc.	22.67K	Mar 31, 26	+129	0.07%
CAPTRUST FINANCIAL ADVISORS	22.48K	Mar 31, 26	+5.67K	0.07%
SoundView Advisors Inc.	22.45K	Mar 31, 26	-508	0.07%
ALESCO ADVISORS LLC	22.32K	Mar 31, 26	+2.63K	0.07%
Note Advisors, LLC	22.07K	Mar 31, 26	-366	0.07%
Hapanowicz & Associates Financial Services, Inc	22.07K	Mar 31, 26	-415	0.07%
SouthState Corp	21.60K	Mar 31, 26	-2.23K	0.06%
Brown Financial Advisory	21.19K	Mar 31, 26	+9.38K	0.06%
Savant Capital, LLC	21.10K	Mar 31, 26	-1.15K	0.06%
Zhang Financial LLC	20.51K	Mar 31, 26	+1.53K	0.06%
Brooklyn FI, LLC	19.53K	Mar 31, 26	+10.67K	0.06%
PRECEDENT WEALTH PARTNERS, LLC	18.12K	Mar 31, 26	+2.82K	0.05%
Aaron Wealth Advisors LLC	18.09K	Mar 31, 26	-7.43K	0.05%
FIRST MANHATTAN CO. LLC.	17.87K	Mar 31, 26	+481	0.05%
CBIZ Investment Advisory Services, LLC	17.67K	Mar 31, 26	-1.30K	0.05%
Gotham Asset Management, LLC	17.41K	Mar 31, 26	-2.64K	0.05%
LPWM LLC	16.17K	Mar 31, 26	+122	0.05%
Baird Financial Group, Inc.	15.49K	Mar 31, 26	-562	0.05%
CMH Wealth Management LLC	15.36K	Mar 31, 26	+311	0.05%
REGIONS FINANCIAL CORP	15.14K	Mar 31, 26	--	0.05%
TRUIST FINANCIAL CORP	14.97K	Mar 31, 26	+1.25K	0.04%
Francis Financial, Inc.	14.01K	Mar 31, 26	-1.85K	0.04%
SRS Capital Advisors, Inc.	13.82K	Mar 31, 26	+216	0.04%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	13.82K	Mar 31, 26	--	0.04%
Arete Wealth Advisors, LLC	13.18K	Mar 31, 26	-2.12K	0.04%
SAPIENT CAPITAL LLC	13.17K	Mar 31, 26	--	0.04%
Nadler Financial Group, Inc.	13.10K	Mar 31, 26	-873	0.04%
Keystone Financial Group	11.86K	Mar 31, 26	+104	0.04%
Sigma Planning Corp	10.61K	Mar 31, 26	+106	0.03%
Integrated Wealth Concepts LLC	10.26K	Mar 31, 26	+6.91K	0.03%
Parallel Advisors, LLC	10.23K	Mar 31, 26	+600	0.03%
Envestnet Portfolio Solutions, Inc.	10.10K	Mar 31, 26	+1.31K	0.03%
Schoolcraft Capital LLC	10.05K	Mar 31, 26	+494	0.03%
Brio Consultants, LLC	9.96K	Mar 31, 26	+2.00K	0.03%
NewEdge Advisors, LLC	9.64K	Mar 31, 26	+51	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	9.15K	Mar 31, 26	-207	0.03%
Enclave Advisors LLC	9.05K	Mar 31, 26	--	0.03%
Kestra Advisory Services, LLC	9.01K	Mar 31, 26	-11	0.03%
Fifth Third Wealth Advisors LLC	8.74K	Mar 31, 26	+177	0.03%
Quantum Capital Management, LLC / NJ	8.70K	Mar 31, 26	-260	0.03%
JFS WEALTH ADVISORS, LLC	8.60K	Mar 31, 26	--	0.03%
Clearstead Advisors, LLC	8.23K	Mar 31, 26	-36.52K	0.02%
Wealthspire Advisors, LLC	8.12K	Mar 31, 26	+2.31K	0.02%
Aptus Capital Advisors, LLC	8.00K	Mar 31, 26	+6.52K	0.02%
AMG National Trust Bank	7.71K	Mar 31, 26	+1.21K	0.02%
RETIREMENT PLANNING GROUP, LLC / NY	7.65K	Mar 31, 26	-235	0.02%
GLENMEDE TRUST CO NA	7.48K	Mar 31, 26	--	0.02%
PGIM Custom Harvest LLC	7.36K	Mar 31, 26	+3	0.02%
Rehmann Capital Advisory Group	7.30K	Mar 31, 26	+218	0.02%
Vanguard National Trust Co	7.26K	Mar 31, 26	+7.26K	0.02%
Wealthcare Advisory Partners LLC	7.26K	Mar 31, 26	-298	0.02%
FOSTER & MOTLEY INC	7.23K	Mar 31, 26	-260	0.02%
Landmark Wealth Management, LLC	7.12K	Mar 31, 26	+1.73K	0.02%
Vigilare Wealth Management	7.05K	Mar 31, 26	-238	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	6.80K	Mar 31, 26	+6.80K	0.02%
AdvisorNet Financial, Inc	6.76K	Mar 31, 26	-1.40K	0.02%
CI Private Wealth, LLC	6.69K	Mar 31, 26	-108	0.02%
MITCHELL MCLEOD PUGH & WILLIAMS INC	6.25K	Mar 31, 26	--	0.02%
Rockefeller Capital Management L.P.	6.07K	Mar 31, 26	+721	0.02%
Concurrent Investment Advisors, LLC	6.01K	Mar 31, 26	+244	0.02%
JANE STREET GROUP, LLC	5.92K	Mar 31, 26	+5.92K	0.02%
Neuberger Berman Group LLC	5.82K	Mar 31, 26	--	0.02%
VERUS WEALTH MANAGEMENT, LLC	5.77K	Mar 31, 26	+685	0.02%
TWIN FOCUS CAPITAL PARTNERS, LLC	5.57K	Mar 31, 26	+5.57K	0.02%
ETF Portfolio Partners, Inc.	5.49K	Mar 31, 26	--	0.02%
ADVISOR GROUP HOLDINGS, INC.	5.44K	Mar 31, 26	-6.70K	0.02%
Blackston Financial Advisory Group, LLC	5.38K	Mar 31, 26	-452	0.02%
BLAIR WILLIAM & CO/IL	5.29K	Mar 31, 26	+640	0.02%
Bragg Financial Advisors, Inc	5.24K	Mar 31, 26	--	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5.15K	Mar 31, 26	+4.95K	0.02%
Smartleaf Asset Management LLC	5.11K	Mar 31, 26	+2.64K	0.02%
Atria Investments, Inc	5.02K	Mar 31, 26	-583	0.01%
TD PRIVATE CLIENT WEALTH LLC	5.01K	Mar 31, 26	-86	0.01%
SHELTON CAPITAL MANAGEMENT	5.00K	Mar 31, 26	+5.00K	0.01%
Mutual Advisors, LLC	4.91K	Mar 31, 26	-453	0.01%
JIM SAULNIER & ASSOCIATES, LLC	4.87K	Mar 31, 26	+11	0.01%
MGO ONE SEVEN LLC	4.68K	Mar 31, 26	-2.49K	0.01%
Anson Capital, Inc.	4.64K	Mar 31, 26	+26	0.01%
Private Advisor Group, LLC	4.50K	Mar 31, 26	+769	0.01%
PFW Advisors LLC	4.35K	Mar 31, 26	-3	0.01%
American Investment Services, Inc.	4.28K	Mar 31, 26	-144	0.01%
RMB Capital Management, LLC	4.25K	Mar 31, 26	--	0.01%
Welch Group, LLC	4.22K	Mar 31, 26	-15	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	4.20K	Mar 31, 26	+233	0.01%
ENDEAVOR PRIVATE WEALTH, INC.	4.16K	Mar 31, 26	--	0.01%
Indiana Trust & Investment Management CO	4.08K	Mar 31, 26	--	0.01%
Compass Financial Group, INC/SD	4.07K	Mar 31, 26	--	0.01%
Janney Montgomery Scott LLC	3.87K	Mar 31, 26	+149	0.01%
Continuum Advisory, LLC	3.82K	Mar 31, 26	+14	0.01%
Wick Capital Partners, LLC	3.76K	Mar 31, 26	+700	0.01%
STUDIO INVESTMENT MANAGEMENT LLC	3.71K	Mar 31, 26	-149	0.01%
Advyzon Investment Management, LLC	3.65K	Mar 31, 26	+1.56K	0.01%
GOLDEN ROAD ADVISORS LLC	3.52K	Mar 31, 26	--	0.01%
BECKER CAPITAL MANAGEMENT INC	3.48K	Mar 31, 26	--	0.01%
Crane Advisory, LLC	3.47K	Mar 31, 26	-3	0.01%
Segment Wealth Management, LLC	3.42K	Mar 31, 26	--	0.01%
DAYMARK WEALTH PARTNERS, LLC	3.36K	Mar 31, 26	--	0.01%
MAIRS & POWER INC	3.27K	Mar 31, 26	+3.27K	0.01%
U.S. Capital Wealth Advisors, LLC	3.27K	Mar 31, 26	+1.12K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	3.20K	Mar 31, 26	-28	0.01%
YARGER WEALTH STRATEGIES, LLC	3.20K	Mar 31, 26	+3.20K	0.01%
Sequoia Financial Advisors, LLC	3.18K	Mar 31, 26	-65	0.01%
CERTUITY, LLC	3.10K	Mar 31, 26	+10	0.01%
Ronald Blue Trust, Inc.	3.01K	Mar 31, 26	--	0.01%
Ameritas Investment Partners, Inc.	2.88K	Mar 31, 26	-62	0.01%
RETIREMENT INCOME SOLUTIONS, INC	2.87K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	2.81K	Mar 31, 26	-158	0.01%
Midwest Trust Co	2.80K	Mar 31, 26	--	0.01%
CITIZENS FINANCIAL GROUP INC/RI	2.79K	Mar 31, 26	+1	0.01%
Miracle Mile Advisors, LLC	2.76K	Mar 31, 26	--	0.01%
Ethos Financial Group, LLC	2.73K	Mar 31, 26	-28	0.01%
BXM Wealth LLC	2.73K	Mar 31, 26	-200	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	2.69K	Mar 31, 26	-16	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	2.61K	Mar 31, 26	+223	0.01%
Heartland Bank & Trust Co	2.56K	Mar 31, 26	+2.56K	0.01%
Betterment LLC	2.52K	Mar 31, 26	+61	0.01%
Michels Family Financial, LLC	2.51K	Mar 31, 26	-14	0.01%
RETIREMENT FINANCIAL SOLUTIONS, LLC	2.49K	Mar 31, 26	+7	0.01%
Leo Wealth, LLC	2.46K	Mar 31, 26	+750	0.01%
Madden Advisory Services, Inc.	2.42K	Mar 31, 26	-133	0.01%
Modera Wealth Management, LLC	2.38K	Mar 31, 26	+37	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.35K	Mar 31, 26	+31	0.01%
WealthShield Partners, LLC	2.31K	Mar 31, 26	+80	0.01%
Chicago Partners Investment Group LLC	2.29K	Mar 31, 26	+7	0.01%
Snider Financial Group	2.24K	Mar 31, 26	-96	0.01%
PARK AVENUE SECURITIES LLC	2.23K	Mar 31, 26	-49	0.01%
BlackRock, Inc.	2.16K	Mar 31, 26	+43	0.01%
JOHNSON INVESTMENT COUNSEL INC	2.14K	Mar 31, 26	+1.22K	0.01%
Capital Advantage, Inc.	2.10K	Mar 31, 26	--	0.01%
Spectrum Asset Management, Inc. (NB/CA)	2.04K	Mar 31, 26	-110	0.01%
Independent Wealth Network Inc.	1.96K	Mar 31, 26	+1.96K	0.01%
Ullmann Wealth Partners Group, LLC	1.93K	Mar 31, 26	+1.93K	0.01%
Retirement Planning Group	1.91K	Mar 31, 26	--	0.01%
HBK Sorce Advisory LLC	1.89K	Mar 31, 26	--	0.01%
MONOGRAPH WEALTH ADVISORS, LLC	1.85K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	1.84K	Mar 31, 26	-29	0.01%
Goelzer Investment Management, Inc.	1.78K	Mar 31, 26	-39	0.01%
GTS SECURITIES LLC	1.77K	Mar 31, 26	+1.77K	0.01%
Pensionmark Financial Group, LLC	1.72K	Mar 31, 26	--	0.01%
Sovereign Financial Group, Inc.	1.72K	Mar 31, 26	--	0.01%
Astoria Portfolio Advisors LLC.	1.71K	Mar 31, 26	+1	0.01%
Mayflower Financial Advisors, LLC	1.66K	Mar 31, 26	+1.66K	0.00%
FULTON BANK, N.A.	1.65K	Mar 31, 26	--	0.00%
Buckingham Strategic Partners	1.64K	Mar 31, 26	+223	0.00%
Glassman Wealth Services	1.59K	Mar 31, 26	--	0.00%
Narwhal Capital Management	1.57K	Mar 31, 26	--	0.00%
Vermillion & White Wealth Management Group, LLC	1.54K	Mar 31, 26	--	0.00%
Access Investment Management LLC	1.54K	Mar 31, 26	+1.29K	0.00%
Mill Creek Capital Advisors, LLC	1.53K	Mar 31, 26	--	0.00%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1.51K	Mar 31, 26	+1.51K	0.00%
B. Riley Wealth Advisors, Inc.	1.50K	Mar 31, 26	-65	0.00%
Next Level Wealth Planning, LLC	1.50K	Mar 31, 26	-697	0.00%
Sanctuary Advisors, LLC	1.49K	Mar 31, 26	-7.07K	0.00%
HARBOUR INVESTMENTS, INC.	1.48K	Mar 31, 26	-48	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	1.46K	Mar 31, 26	-47	0.00%
EP Wealth Advisors, LLC	1.45K	Mar 31, 26	-3.23K	0.00%
Strategic Financial Services, Inc,	1.43K	Mar 31, 26	--	0.00%
Oakworth Capital, Inc.	1.40K	Mar 31, 26	+154	0.00%
Prospera Financial Services Inc	1.39K	Mar 31, 26	+3	0.00%
Argent Trust Co	1.39K	Mar 31, 26	--	0.00%
AA Financial Advisors, LLC	1.39K	Mar 31, 26	+1	0.00%
Advisory Services Network, LLC	1.38K	Mar 31, 26	-425	0.00%
W ADVISORS, LLC	1.38K	Mar 31, 26	--	0.00%
BBR PARTNERS, LLC	1.37K	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.37K	Mar 31, 26	--	0.00%
WILKINS INVESTMENT COUNSEL INC	1.34K	Mar 31, 26	--	0.00%
TLWM	1.31K	Mar 31, 26	--	0.00%
Red Tortoise LLC	1.29K	Mar 31, 26	+2	0.00%
COOPER/HAIMS ADVISORS, LLC	1.28K	Mar 31, 26	--	0.00%
Independent Advisor Alliance	1.28K	Mar 31, 26	+166	0.00%
BROGAN FINANCIAL, INC.	1.27K	Mar 31, 26	+3	0.00%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	1.26K	Mar 31, 26	-13	0.00%
Hardy Reed LLC	1.24K	Mar 31, 26	-78	0.00%
J.W. COLE ADVISORS, INC.	1.22K	Mar 31, 26	-6	0.00%
BRYN MAWR TRUST Co	1.20K	Mar 31, 26	+1.20K	0.00%
Tranquility Partners, LLC	1.20K	Mar 31, 26	-5	0.00%
Quantinno Capital Management LP	1.19K	Mar 31, 26	+450	0.00%
MATHER GROUP, LLC.	1.17K	Mar 31, 26	--	0.00%
OPPENHEIMER & CO INC	1.14K	Mar 31, 26	+21	0.00%
CVA Family Office, LLC	1.14K	Mar 31, 26	--	0.00%
Moors & Cabot, Inc.	1.14K	Mar 31, 26	--	0.00%
Delap Wealth Advisory, LLC	1.13K	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	1.13K	Mar 31, 26	+3	0.00%
HB Wealth Management, LLC	1.13K	Mar 31, 26	--	0.00%
Tandem Financial, LLC	1.12K	Mar 31, 26	+1.12K	0.00%
Cyndeo Wealth Partners, LLC	1.09K	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	1.08K	Mar 31, 26	-636	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1.08K	Mar 31, 26	+1.08K	0.00%
Williams & Novak, LLC	1.03K	Mar 31, 26	-1.20K	0.00%
Capital Investment Advisory Services, LLC	1.03K	Mar 31, 26	--	0.00%
Global Strategic Investment Solutions, LLC	1.02K	Mar 31, 26	+2	0.00%
Heritage Family Offices, LLP	1.00K	Mar 31, 26	--	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	916	Mar 31, 26	+916	0.00%
Redhawk Wealth Advisors, Inc.	910	Mar 31, 26	--	0.00%
Vise Technologies, Inc.	908	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	901	Mar 31, 26	--	0.00%
MMA ASSET MANAGEMENT LLC	900	Mar 31, 26	--	0.00%
One Day In July LLC	892	Mar 31, 26	--	0.00%
Resources Investment Advisors, LLC.	889	Mar 31, 26	-9	0.00%
IHT Wealth Management, LLC	878	Mar 31, 26	--	0.00%
Valmark Advisers, Inc.	865	Mar 31, 26	--	0.00%
WBI INVESTMENTS, INC.	847	Mar 31, 26	+65	0.00%
Ancora Advisors, LLC	845	Mar 31, 26	--	0.00%
PRIVATE MANAGEMENT GROUP INC	844	Mar 31, 26	--	0.00%
HEADINVEST, LLC	825	Mar 31, 26	--	0.00%
BROWN ADVISORY INC	824	Mar 31, 26	+24	0.00%
Solidarity Wealth, LLC	824	Mar 31, 26	--	0.00%
Nicholson Meyer Capital Management, Inc.	820	Mar 31, 26	--	0.00%
Berkeley, Inc	816	Mar 31, 26	-30	0.00%
Abacus Planning Group, Inc.	807	Mar 31, 26	--	0.00%
OKABENA INVESTMENT SERVICES INC	805	Mar 31, 26	+805	0.00%
Brookstone Capital Management	803	Mar 31, 26	+803	0.00%
Intrua Financial, LLC	796	Mar 31, 26	-32	0.00%
CoreCap Advisors, LLC	793	Mar 31, 26	--	0.00%
INSPIRION WEALTH ADVISORS, LLC	787	Mar 31, 26	--	0.00%
Real Talk Capital, LLC	784	Mar 31, 26	--	0.00%
CITADEL ADVISORS LLC	781	Mar 31, 26	-8.78K	0.00%
MATAURO, LLC	775	Mar 31, 26	+11	0.00%
ASSETMARK, INC	775	Mar 31, 26	-349	0.00%
Kovack Advisors, Inc.	770	Mar 31, 26	--	0.00%
1ST SOURCE BANK	762	Mar 31, 26	+762	0.00%
Beaumont Asset Management, L.L.C.	748	Mar 31, 26	--	0.00%
ADIRONDACK TRUST CO	734	Mar 31, 26	+34	0.00%
Outlook Wealth Advisors, LLC	733	Mar 31, 26	--	0.00%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	725	Mar 31, 26	--	0.00%
Krilogy Financial LLC	722	Mar 31, 26	--	0.00%
Ellis Investment Partners, LLC	715	Mar 31, 26	+46	0.00%
Chevy Chase Trust Holdings, LLC	705	Mar 31, 26	--	0.00%
Astra Wealth Partners LLC	701	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	701	Mar 31, 26	+700	0.00%
Callan Family Office, LLC	700	Mar 31, 26	-550	0.00%
MOSAIC FAMILY WEALTH PARTNERS, LLC	700	Mar 31, 26	--	0.00%
Fort Sheridan Advisors LLC	696	Mar 31, 26	--	0.00%
Lido Advisors, LLC	691	Mar 31, 26	-414	0.00%
KLCM Advisors, Inc.	691	Mar 31, 26	+691	0.00%
US BANCORP \DE\	687	Mar 31, 26	-183	0.00%
ALLIANCEBERNSTEIN L.P.	687	Mar 31, 26	+687	0.00%
Dakota Wealth Management	680	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	654	Mar 31, 26	--	0.00%
Financial Management Professionals, Inc.	629	Mar 31, 26	-114	0.00%
DT Investment Partners, LLC	621	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	572	Mar 31, 26	-37	0.00%
Ashton Thomas Private Wealth, LLC	496	Mar 31, 26	+496	0.00%
FRANKLIN RESOURCES INC	350	Mar 31, 26	--	0.00%
Private Wealth Asset Management, LLC	348	Mar 31, 26	--	0.00%
Fort Vancouver Investment Management, LLC	222	Mar 31, 26	--	0.00%
Opal Wealth Advisors, LLC	215	Mar 31, 26	+215	0.00%
SBI Securities Co., Ltd.	194	Mar 31, 26	+16	0.00%
Western Wealth Management, LLC	194	Mar 31, 26	+194	0.00%
West Branch Capital LLC	179	Mar 31, 26	--	0.00%
Operose Advisors LLC	163	Mar 31, 26	-89	0.00%
IAG Wealth Partners, LLC	158	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	156	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	145	Mar 31, 26	--	0.00%
Capital Analysts, LLC	142	Mar 31, 26	+14	0.00%
Kohmann Bosshard Financial Services, LLC	137	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	125	Mar 31, 26	+125	0.00%
Biltmore Family Office, LLC	123	Mar 31, 26	-48	0.00%
Golden State Equity Partners	111	Mar 31, 26	+111	0.00%
AlphaCore Capital LLC	105	Mar 31, 26	-9	0.00%
NATIONAL BANK OF CANADA /FI/	100	Mar 31, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	100	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	83	Mar 31, 26	-197	0.00%
CWM, LLC	66	Mar 31, 26	+66	0.00%
ZRC WEALTH MANAGEMENT, LLC	61	Mar 31, 26	+1	0.00%
Wall Street Financial Group, Inc.	55	Mar 31, 26	+55	0.00%
Comprehensive Financial Planning, Inc./PA	51	Mar 31, 26	--	0.00%
MASECO LLP	36	Mar 31, 26	--	0.00%
Westfuller Advisors, LLC	36	Mar 31, 26	--	0.00%
Abound Wealth Management	34	Mar 31, 26	+34	0.00%
Central Pacific Bank - Trust Division	31	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	26	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	20	Mar 31, 26	--	0.00%
Rossby Financial, LCC	20	Mar 31, 26	+20	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	18	Mar 31, 26	+18	0.00%
MATRIX PRIVATE CAPITAL GROUP LLC	17	Mar 31, 26	+17	0.00%
Pflug Koory, LLC	12	Mar 31, 26	--	0.00%
Addison Advisors LLC	10	Mar 31, 26	+10	0.00%
Federation des caisses Desjardins du Quebec	10	Mar 31, 26	--	0.00%
VSM Wealth Advisory, LLC	10	Mar 31, 26	--	0.00%
Capital Advisors, Ltd. LLC	2	Mar 31, 26	--	0.00%
Friedenthal Financial	2	Mar 31, 26	--	0.00%
SWAN Capital LLC	1	Mar 31, 26	--	0.00%
Hershey Financial Advisers, LLC	--	Mar 31, 26	-3.61K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-7.52K	--
Empowered Funds, LLC	--	Mar 31, 26	-680	--
LODESTAR PRIVATE ASSET MANAGEMENT LLC	--	Mar 31, 26	-913	--
HOWE & RUSLING INC	--	Mar 31, 26	-80	--
Berkshire Money Management, Inc.	--	Mar 31, 26	-5.29K	--
Topel & Distasi Wealth Management, LLC	--	Mar 31, 26	-8.25K	--
Highland Financial Advisors, LLC	--	Mar 31, 26	-664	--
TCTC Holdings, LLC	--	Mar 31, 26	-93	--
Royal Fund Management, LLC	--	Mar 31, 26	-5.74K	--
Kingsview Wealth Management, LLC	--	Mar 31, 26	-1.45K	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-650	--
TRITONPOINT WEALTH, LLC	--	Mar 31, 26	-5.31K	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-916	--
CAPITAL PERFORMANCE ADVISORS LLP	--	Mar 31, 26	-925	--
Stratos Wealth Advisors, LLC	--	Mar 31, 26	-25.52K	--
Circle Wealth Management, LLC	--	Mar 31, 26	-945	--
Tower Research Capital LLC (TRC)	--	Mar 31, 26	-40	--
Oxbow Advisors, LLC	--	Mar 31, 26	-1.04K	--
SAWGRASS ASSET MANAGEMENT LLC	--	Mar 31, 26	-49.22K	--
Austin Private Wealth, LLC	130.66K	Dec 31, 25	-4.61K	0.39%
VANGUARD GROUP INC	78.74K	Dec 31, 25	-2.65K	0.23%
Litman Gregory Wealth Management LLC	66.03K	Dec 31, 25	-971	0.20%
COMERICA BANK	26.77K	Dec 31, 25	+33	0.08%
NICOLET ADVISORY SERVICES, LLC	16.14K	Dec 31, 25	+16.14K	0.05%
Global Retirement Partners, LLC	13.67K	Dec 31, 25	+11.32K	0.04%
Clarius Group, LLC	3.74K	Dec 31, 25	--	0.01%
SageView Advisory Group, LLC	1.66K	Dec 31, 25	--	0.00%
Cadence Bank	700	Dec 31, 25	--	0.00%
ORG Partners LLC	221	Dec 31, 25	+16	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-34	--
Main Street Financial Solutions, LLC	--	Dec 31, 25	-6.01K	--
PITCAIRN CO	43.75K	Sep 30, 25	--	0.13%
Glenmede Investment Management, LP	7.17K	Sep 30, 25	+285	0.02%
PINNACLE FINANCIAL PARTNERS INC	3.30K	Sep 30, 25	-234	0.01%
AVANTAX ADVISORY SERVICES, INC.	27.43K	Jun 30, 25	-6.86K	0.08%
Atria Wealth Solutions, Inc.	19.96K	Jun 30, 25	-53.11K	0.06%
Centricity Wealth Management, LLC	2.72K	Jun 30, 25	--	0.01%
Moser Wealth Advisors, LLC	1.66K	Jun 30, 25	+25	0.00%
Congress Wealth Management LLC / DE /	919	Jun 30, 25	+919	0.00%
Kings Path Partners LLC	52	Jun 30, 25	--	0.00%
US FINANCIAL ADVISORS, LLC	18.18K	Mar 31, 25	-235	0.05%
Aveo Capital Partners, LLC	2.60K	Mar 31, 25	+1.29K	0.01%
CAROLINAS WEALTH CONSULTING LLC	1.07K	Mar 31, 25	+29	0.00%
Marcum Wealth, LLC	1.05K	Mar 31, 25	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	78.67K	Dec 31, 24	-9.12K	0.23%
Geller Advisors LLC	4.23K	Dec 31, 24	-188	0.01%
Householder Group Estate & Retirement Specialist, LLC	12	Dec 31, 24	-1	0.00%
RAYMOND JAMES & ASSOCIATES	167.30K	Sep 30, 24	-1.17K	0.50%
Raymond James Financial Services Advisors, Inc.	103.56K	Sep 30, 24	-76.53K	0.31%
Waypoint Capital Advisors, LLC	12.64K	Sep 30, 24	-1.45K	0.04%
RAYMOND JAMES TRUST N.A.	3.54K	Sep 30, 24	--	0.01%
Source Financial Advisors LLC	3.30K	Sep 30, 24	+12	0.01%
M&R CAPITAL MANAGEMENT INC	280	Sep 30, 24	-50	0.00%
HERITAGE WEALTH MANAGEMENT, LLC	1.00K	Jun 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	376	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-7.73K	--
Cetera Advisor Networks LLC	28.51K	Mar 31, 24	-1.18K	0.09%
Cetera Advisors LLC	22.47K	Mar 31, 24	+1.56K	0.07%
Bromfield Sneider Wealth Advisors	2.35K	Mar 31, 24	+1.29K	0.01%
StrategIQ Financial Group, LLC	71.52K	Dec 31, 23	-36	0.21%
Bridgeworth, LLC	11.50K	Dec 31, 23	-51	0.03%
Simplicity Solutions, LLC	6.47K	Dec 31, 23	--	0.02%
RESOURCE CONSULTING GROUP INC	6.40K	Dec 31, 23	--	0.02%
PROVENCE WEALTH MANAGEMENT GROUP	1.68K	Dec 31, 23	--	0.01%
PATHSTONE FAMILY OFFICE, LLC	66.82K	Sep 30, 23	+60.84K	0.20%
COLONY GROUP LLC	34.85K	Sep 30, 23	-5	0.10%
COMERICA SECURITIES,INC.	6.83K	Sep 30, 23	-338	0.02%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.74K	Sep 30, 23	-1.05K	0.02%
Coury Firm Asset Management LLC	1.92K	Sep 30, 23	--	0.01%
Sutton Wealth Advisors Inc.	--	Sep 30, 23	-2	--
Veritable, L.P.	60.84K	Jun 30, 23	--	0.18%
Wealth CMT	33.55K	Jun 30, 23	-994	0.10%
AJ WEALTH STRATEGIES, LLC	7.32K	Jun 30, 23	--	0.02%
TIAA, FSB	3.01K	Jun 30, 23	--	0.01%
AFFINIA FINANCIAL GROUP, LLC	1.14K	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	41	Jun 30, 23	--	0.00%
Lehman & Derafelo Financial Resources LLC	3.23K	Dec 31, 22	--	0.01%
55I, LLC	3.89K	Sep 30, 22	-2.46K	0.01%
Doyle Wealth Management	1.56K	Sep 30, 22	+1.56K	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	1.25K	Sep 30, 22	+1.25K	0.00%
MUFG Americas Holdings Corp	104	Sep 30, 22	--	0.00%
American Portfolios Advisors	32	Sep 30, 22	+1	0.00%
FourThought Financial, LLC	21	Sep 30, 22	--	0.00%
Permit Capital Advisors, LLC	7.31K	Mar 31, 22	+7.31K	0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1.21K	Mar 31, 22	+1.21K	0.00%
KINGS POINT CAPITAL MANAGEMENT	57	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	127.62K	Dec 31, 21	+115	0.38%
Newport Wealth Strategies, Inc.	17.31K	Sep 30, 21	--	0.05%
NORTHSTAR INVESTMENT ADVISORS LLC	144.05K	Jun 30, 21	+17.16K	0.43%
AdvicePeriod, LLC	13.06K	Jun 30, 21	+4.42K	0.04%
Pinnacle Wealth Advisors	1.50K	Jun 30, 21	+1.50K	0.00%
Paracle Advisors, LLC	14.26K	Mar 31, 21	-390	0.04%
ROWLAND CARMICHAEL ADVISORS INC /ADV	21.77K	Dec 31, 20	+21.77K	0.06%
Wealthspire Advisors, L.P.	4.18K	Sep 30, 20	+4.18K	0.01%
Starfire Investment Advisers, Inc.	9.71K	Jun 30, 20	--	0.03%
Beacon Pointe Wealth Advisors, LLC	13.85K	Dec 31, 19	+130	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.88K	Dec 31, 19	+317	0.01%
Advisor Group, Inc.	1.10K	Dec 31, 19	+67	0.00%
SUNTRUST BANKS INC	6.50K	Sep 30, 19	--	0.02%
NEXT Financial Holdings	2.98K	Mar 31, 19	+2.98K	0.01%
COMERICA SECURITIES INC	--	Dec 31, 18	-3.52K	--
Kinsight, LLC	501.80K	Jun 30, 17	-29.92K	1.50%
1st Global Advisors, Inc.	55.73K	Jun 30, 17	--	0.17%
Commonwealth Equity Services, Inc	18.69K	Jun 30, 17	-486	0.06%
Virtu KCG Holdings LLC	3.51K	Jun 30, 17	+491	0.01%
MSI Financial Services Inc	877	Dec 31, 16	+50	0.00%
Alerus Investment Advisors Corp	204.86K	Mar 31, 16	+109.41K	0.61%
Gupta Wealth Management LLC	27.65K	Mar 31, 16	--	0.08%
Laidlaw Group, LLC	3.56K	Jun 30, 15	-80	0.01%
UBS AG	6.34K	Sep 30, 14	+32	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.30M

Mar 31, 26

+96.81K

3.87%

AMERIPRISE FINANCIAL INC

910.37K

Mar 31, 26

+102.15K

2.71%

FMR LLC

748.76K

Mar 31, 26

+7.21K

2.23%

UBS Group AG

711.23K

Mar 31, 26

-81.75K

2.12%

BANK OF AMERICA CORP /DE/

555.40K

Mar 31, 26

-222.68K

1.66%

RED CEDAR INVESTMENT MANAGEMENT, LLC

517.02K

Mar 31, 26

-14.94K

1.54%

STIFEL FINANCIAL CORP

488.39K

Mar 31, 26

+26.25K

1.46%

Bank of New York Mellon Corp

479.12K

Mar 31, 26

-5.18K

1.43%

CITIGROUP INC

459.11K

Mar 31, 26

+255

1.37%

Jordan Park Group LLC

407.66K

Mar 31, 26

+31.67K

1.22%

Apella Capital, LLC

330.60K

Mar 31, 26

+45.38K

0.99%

RAYMOND JAMES FINANCIAL INC

311.96K

Mar 31, 26

+12.83K

0.93%

Waverly Advisors, LLC

297.13K

Mar 31, 26

-1.68K

0.89%

Cerity Partners LLC

290.15K

Mar 31, 26

+125.18K

0.87%

Hilltop Partners LLC

250.90K

Mar 31, 26

+2.40K

0.75%

Flower City Capital

240.75K

Mar 31, 26

+2.74K

0.72%

ENVESTNET ASSET MANAGEMENT INC

235.83K

Mar 31, 26

+14.54K

0.70%

WELLS FARGO & COMPANY/MN

229.99K

Mar 31, 26

+5.82K

0.69%

Beacon Pointe Advisors, LLC

171.70K

Mar 31, 26

+74.83K

0.51%

MAI Capital Management

161.93K

Mar 31, 26

+5.25K

0.48%

Sherrill & Hutchins Financial Advisory, Inc

157.50K

Mar 31, 26

-2.60K

0.47%

Heartwood Wealth Advisors LLC

146.08K

Mar 31, 26

+5.98K

0.44%

HighTower Advisors, LLC

118.91K

Mar 31, 26

-70

0.35%

GOLDMAN SACHS GROUP INC

116.15K

Mar 31, 26

+6.86K

0.35%

VANGUARD ADVISERS INC

112.82K

Mar 31, 26

+112.82K

0.34%

KEYBANK NATIONAL ASSOCIATION/OH

109.36K

Mar 31, 26

-9.74K

0.33%

LPL Financial LLC

108.15K

Mar 31, 26

-8.97K

0.32%

OLD NATIONAL BANCORP /IN/

105.78K

Mar 31, 26

+2.91K

0.32%

Cetera Investment Advisers

98.85K

Mar 31, 26

+4.70K

0.29%

JONES FINANCIAL COMPANIES LLLP

98.70K

Mar 31, 26

+16.95K

0.29%

Hirtle Callaghan & Co LLC

94.53K

Mar 31, 26

+3.62K

0.28%

EVOKE WEALTH, LLC

90.19K

Mar 31, 26

-657

0.27%

AQR CAPITAL MANAGEMENT LLC

79.94K

Mar 31, 26

+31.14K

0.24%

CHOREO, LLC

74.26K

Mar 31, 26

+6.28K

0.22%

CHERRYDALE WEALTH MANAGEMENT, LLC

73.09K

Mar 31, 26

+6.05K

0.22%

1900 WEALTH MANAGEMENT LLC

72.44K

Mar 31, 26

+554

0.22%

JPMORGAN CHASE & CO

70.91K

Mar 31, 26

+2.09K

0.21%

Parkside Financial Bank & Trust

68.56K

Mar 31, 26

+3.62K

0.20%

Pathstone Holdings, LLC

67.48K

Mar 31, 26

+909

0.20%

Stegner Investment Associates Inc.

67.32K

Mar 31, 26

+2.54K

0.20%

MERCER GLOBAL ADVISORS INC /ADV

65.09K

Mar 31, 26

-649

0.19%

Opus Capital Group, LLC

63.82K

Mar 31, 26

+1.62K

0.19%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

63.78K

Mar 31, 26

-33.74K

0.19%

NICOLET BANKSHARES INC

61.53K

Mar 31, 26

+29.64K

0.18%

Modern Wealth Management, LLC

58.40K

Mar 31, 26

-37.39K

0.17%

UBS ASSET MANAGEMENT AMERICAS INC

54.67K

Mar 31, 26

+39.69K

0.16%

Arbor Investment Advisors, LLC

53.28K

Mar 31, 26

+351

0.16%

MML INVESTORS SERVICES, LLC

44.45K

Mar 31, 26

-29.00K

0.13%

BANK OF MONTREAL /CAN/

43.85K

Mar 31, 26

-186.35K

0.13%

Cambridge Investment Research Advisors, Inc.

43.82K

Mar 31, 26

-10.28K

0.13%

RHUMBLINE ADVISERS

40.73K

Mar 31, 26

+27.76K

0.12%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

40.15K

Mar 31, 26

-9.29K

0.12%

Colony Group, LLC

38.20K

Mar 31, 26

-12.21K

0.11%

Mariner, LLC

37.40K

Mar 31, 26

+9.29K

0.11%

COZAD ASSET MANAGEMENT INC

34.14K

Mar 31, 26

-100

0.10%

NORTHERN TRUST CORP

33.69K

Mar 31, 26

+49

0.10%

COLDSTREAM CAPITAL MANAGEMENT INC

32.33K

Mar 31, 26

-830

0.10%

Rialto Wealth Management, LLC

31.82K

Mar 31, 26

-413

0.09%

Thrive Wealth Management, LLC

31.20K

Mar 31, 26

-776

0.09%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

30.91K

Mar 31, 26

-2.19K

0.09%

ROYAL BANK OF CANADA

30.69K

Mar 31, 26

+966

0.09%

Creative Planning

30.33K

Mar 31, 26

+2.35K

0.09%

FOUNDERS CAPITAL MANAGEMENT, LLC

30.20K

Mar 31, 26

0.09%

FourThought Financial Partners, LLC

29.37K

Mar 31, 26

+659

0.09%

M&T BANK CORP

28.23K

Mar 31, 26

0.08%

Nova R Wealth, Inc.

27.58K

Mar 31, 26

-95

0.08%

COMMERCE BANK

25.59K

Mar 31, 26

+5.06K

0.08%

FIFTH THIRD BANCORP

25.59K

Mar 31, 26

+23.98K

0.08%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

25.50K

Mar 31, 26

+25.50K

0.08%

Roble, Belko & Company, Inc

25.23K

Mar 31, 26

+25.23K

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

24.65K

Mar 31, 26

-1.01K

0.07%

THRIVENT FINANCIAL FOR LUTHERANS

23.63K

Mar 31, 26

+9.11K

0.07%

Allworth Financial LP

22.82K

Mar 31, 26

+983

0.07%

Capstone Financial Advisors, Inc.

22.67K

Mar 31, 26

+129

0.07%

CAPTRUST FINANCIAL ADVISORS

22.48K

Mar 31, 26

+5.67K

0.07%

SoundView Advisors Inc.

22.45K

Mar 31, 26

-508

0.07%

ALESCO ADVISORS LLC

22.32K

Mar 31, 26

+2.63K

0.07%

Note Advisors, LLC

22.07K

Mar 31, 26

-366

0.07%

Hapanowicz & Associates Financial Services, Inc

22.07K

Mar 31, 26

-415

0.07%

SouthState Corp

21.60K

Mar 31, 26

-2.23K

0.06%

Brown Financial Advisory

21.19K

Mar 31, 26

+9.38K

0.06%

Savant Capital, LLC

21.10K

Mar 31, 26

-1.15K

0.06%

Zhang Financial LLC

20.51K

Mar 31, 26

+1.53K

0.06%

Brooklyn FI, LLC

19.53K

Mar 31, 26

+10.67K

0.06%

PRECEDENT WEALTH PARTNERS, LLC

18.12K

Mar 31, 26

+2.82K

0.05%

Aaron Wealth Advisors LLC

18.09K

Mar 31, 26

-7.43K

0.05%

FIRST MANHATTAN CO. LLC.

17.87K

Mar 31, 26

+481

0.05%

CBIZ Investment Advisory Services, LLC

17.67K

Mar 31, 26

-1.30K

0.05%

Gotham Asset Management, LLC

17.41K

Mar 31, 26

-2.64K

0.05%

LPWM LLC

16.17K

Mar 31, 26

+122

0.05%

Baird Financial Group, Inc.

15.49K

Mar 31, 26

-562

0.05%

CMH Wealth Management LLC

15.36K

Mar 31, 26

+311

0.05%

REGIONS FINANCIAL CORP

15.14K

Mar 31, 26

0.05%

TRUIST FINANCIAL CORP

14.97K

Mar 31, 26

+1.25K

0.04%

Francis Financial, Inc.

14.01K

Mar 31, 26

-1.85K

0.04%

SRS Capital Advisors, Inc.

13.82K

Mar 31, 26

+216

0.04%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

13.82K

Mar 31, 26

0.04%

Arete Wealth Advisors, LLC

13.18K

Mar 31, 26

-2.12K

0.04%

SAPIENT CAPITAL LLC

13.17K

Mar 31, 26

0.04%

Nadler Financial Group, Inc.

13.10K

Mar 31, 26

-873

0.04%

Keystone Financial Group

11.86K

Mar 31, 26

+104

0.04%

Sigma Planning Corp

10.61K

Mar 31, 26

+106

0.03%

Integrated Wealth Concepts LLC

10.26K

Mar 31, 26

+6.91K

0.03%

Parallel Advisors, LLC

10.23K

Mar 31, 26

+600

0.03%

Envestnet Portfolio Solutions, Inc.

10.10K

Mar 31, 26

+1.31K

0.03%

Schoolcraft Capital LLC

10.05K

Mar 31, 26

+494

0.03%

Brio Consultants, LLC

9.96K

Mar 31, 26

+2.00K

0.03%

NewEdge Advisors, LLC

9.64K

Mar 31, 26

+51

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

9.15K

Mar 31, 26

-207

0.03%

Enclave Advisors LLC

9.05K

Mar 31, 26

0.03%

Kestra Advisory Services, LLC

9.01K

Mar 31, 26

-11

0.03%

Fifth Third Wealth Advisors LLC

8.74K

Mar 31, 26

+177

0.03%

Quantum Capital Management, LLC / NJ

8.70K

Mar 31, 26

-260

0.03%

JFS WEALTH ADVISORS, LLC

8.60K

Mar 31, 26

0.03%

Clearstead Advisors, LLC

8.23K

Mar 31, 26

-36.52K

0.02%

Wealthspire Advisors, LLC

8.12K

Mar 31, 26

+2.31K

0.02%

Aptus Capital Advisors, LLC

8.00K

Mar 31, 26

+6.52K

0.02%

AMG National Trust Bank

7.71K

Mar 31, 26

+1.21K

0.02%

RETIREMENT PLANNING GROUP, LLC / NY

7.65K

Mar 31, 26

-235

0.02%

GLENMEDE TRUST CO NA

7.48K

Mar 31, 26

0.02%

PGIM Custom Harvest LLC

7.36K

Mar 31, 26

0.02%

Rehmann Capital Advisory Group

7.30K

Mar 31, 26

+218

0.02%

Vanguard National Trust Co

7.26K

Mar 31, 26

+7.26K

0.02%

Wealthcare Advisory Partners LLC

7.26K

Mar 31, 26

-298

0.02%

FOSTER & MOTLEY INC

7.23K

Mar 31, 26

-260

0.02%

Landmark Wealth Management, LLC

7.12K

Mar 31, 26

+1.73K

0.02%

Vigilare Wealth Management

7.05K

Mar 31, 26

-238

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

6.80K

Mar 31, 26

+6.80K

0.02%

AdvisorNet Financial, Inc

6.76K

Mar 31, 26

-1.40K

0.02%

CI Private Wealth, LLC

6.69K

Mar 31, 26

-108

0.02%

MITCHELL MCLEOD PUGH & WILLIAMS INC

6.25K

Mar 31, 26

0.02%

Rockefeller Capital Management L.P.

6.07K

Mar 31, 26

+721

0.02%

Concurrent Investment Advisors, LLC

6.01K

Mar 31, 26

+244

0.02%

JANE STREET GROUP, LLC

5.92K

Mar 31, 26

+5.92K

0.02%

Neuberger Berman Group LLC

5.82K

Mar 31, 26

0.02%

VERUS WEALTH MANAGEMENT, LLC

5.77K

Mar 31, 26

+685

0.02%

TWIN FOCUS CAPITAL PARTNERS, LLC

5.57K

Mar 31, 26

+5.57K

0.02%

ETF Portfolio Partners, Inc.

5.49K

Mar 31, 26

0.02%

ADVISOR GROUP HOLDINGS, INC.

5.44K

Mar 31, 26

-6.70K

0.02%

Blackston Financial Advisory Group, LLC

5.38K

Mar 31, 26

-452

0.02%

BLAIR WILLIAM & CO/IL

5.29K

Mar 31, 26

+640

0.02%

Bragg Financial Advisors, Inc

5.24K

Mar 31, 26

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

5.15K

Mar 31, 26

+4.95K

0.02%

Smartleaf Asset Management LLC

5.11K

Mar 31, 26

+2.64K

0.02%

Atria Investments, Inc

5.02K

Mar 31, 26

-583

0.01%

TD PRIVATE CLIENT WEALTH LLC

5.01K

Mar 31, 26

-86

0.01%

SHELTON CAPITAL MANAGEMENT

5.00K

Mar 31, 26

+5.00K

0.01%

Mutual Advisors, LLC

4.91K

Mar 31, 26

-453

0.01%

JIM SAULNIER & ASSOCIATES, LLC

4.87K

Mar 31, 26

+11

0.01%

MGO ONE SEVEN LLC

4.68K

Mar 31, 26

-2.49K

0.01%

Anson Capital, Inc.

4.64K

Mar 31, 26

+26

0.01%

Private Advisor Group, LLC

4.50K

Mar 31, 26

+769

0.01%

PFW Advisors LLC

4.35K

Mar 31, 26

-3

0.01%

American Investment Services, Inc.

4.28K

Mar 31, 26

-144

0.01%

RMB Capital Management, LLC

4.25K

Mar 31, 26

0.01%

Welch Group, LLC

4.22K

Mar 31, 26

-15

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

4.20K

Mar 31, 26

+233

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

4.16K

Mar 31, 26

0.01%

Indiana Trust & Investment Management CO

4.08K

Mar 31, 26

0.01%

Compass Financial Group, INC/SD

4.07K

Mar 31, 26

0.01%

Janney Montgomery Scott LLC

3.87K

Mar 31, 26

+149

0.01%

Continuum Advisory, LLC

3.82K

Mar 31, 26

+14

0.01%

Wick Capital Partners, LLC

3.76K

Mar 31, 26

+700

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

3.71K

Mar 31, 26

-149

0.01%

Advyzon Investment Management, LLC

3.65K

Mar 31, 26

+1.56K

0.01%

GOLDEN ROAD ADVISORS LLC

3.52K

Mar 31, 26

0.01%

BECKER CAPITAL MANAGEMENT INC

3.48K

Mar 31, 26

0.01%

Crane Advisory, LLC

3.47K

Mar 31, 26

-3

0.01%

Segment Wealth Management, LLC

3.42K

Mar 31, 26

0.01%

DAYMARK WEALTH PARTNERS, LLC

3.36K

Mar 31, 26

0.01%

MAIRS & POWER INC

3.27K

Mar 31, 26

+3.27K

0.01%

U.S. Capital Wealth Advisors, LLC

3.27K

Mar 31, 26

+1.12K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

3.20K

Mar 31, 26

-28

0.01%

YARGER WEALTH STRATEGIES, LLC

3.20K

Mar 31, 26

+3.20K

0.01%

Sequoia Financial Advisors, LLC

3.18K

Mar 31, 26

-65

0.01%

CERTUITY, LLC

3.10K

Mar 31, 26

+10

0.01%

Ronald Blue Trust, Inc.

3.01K

Mar 31, 26

0.01%

Ameritas Investment Partners, Inc.

2.88K

Mar 31, 26

-62

0.01%

RETIREMENT INCOME SOLUTIONS, INC

2.87K

Mar 31, 26

0.01%

AE Wealth Management LLC

2.81K

Mar 31, 26

-158

0.01%

Midwest Trust Co

2.80K

Mar 31, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

2.79K

Mar 31, 26

0.01%

Miracle Mile Advisors, LLC

2.76K

Mar 31, 26

0.01%

Ethos Financial Group, LLC

2.73K

Mar 31, 26

-28

0.01%

BXM Wealth LLC

2.73K

Mar 31, 26

-200

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

2.69K

Mar 31, 26

-16

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

2.61K

Mar 31, 26

+223

0.01%

Heartland Bank & Trust Co

2.56K

Mar 31, 26

+2.56K

0.01%

Betterment LLC

2.52K

Mar 31, 26

+61

0.01%

Michels Family Financial, LLC

2.51K

Mar 31, 26

-14

0.01%

RETIREMENT FINANCIAL SOLUTIONS, LLC

2.49K

Mar 31, 26

0.01%

Leo Wealth, LLC

2.46K

Mar 31, 26

+750

0.01%

Madden Advisory Services, Inc.

2.42K

Mar 31, 26

-133

0.01%

Modera Wealth Management, LLC

2.38K

Mar 31, 26

+37

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.35K

Mar 31, 26

+31

0.01%

WealthShield Partners, LLC

2.31K

Mar 31, 26

+80

0.01%

Chicago Partners Investment Group LLC

2.29K

Mar 31, 26

0.01%

Snider Financial Group

2.24K

Mar 31, 26

-96

0.01%

PARK AVENUE SECURITIES LLC

2.23K

Mar 31, 26

-49

0.01%

BlackRock, Inc.

2.16K

Mar 31, 26

+43

0.01%

JOHNSON INVESTMENT COUNSEL INC

2.14K

Mar 31, 26

+1.22K

0.01%

Capital Advantage, Inc.

2.10K

Mar 31, 26

0.01%

Spectrum Asset Management, Inc. (NB/CA)

2.04K

Mar 31, 26

-110

0.01%

Independent Wealth Network Inc.

1.96K

Mar 31, 26

+1.96K

0.01%

Ullmann Wealth Partners Group, LLC

1.93K

Mar 31, 26

+1.93K

0.01%

Retirement Planning Group

1.91K

Mar 31, 26

0.01%

HBK Sorce Advisory LLC

1.89K

Mar 31, 26

0.01%

MONOGRAPH WEALTH ADVISORS, LLC

1.85K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

1.84K

Mar 31, 26

-29

0.01%

Goelzer Investment Management, Inc.

1.78K

Mar 31, 26

-39

0.01%

GTS SECURITIES LLC

1.77K

Mar 31, 26

+1.77K

0.01%

Pensionmark Financial Group, LLC

1.72K

Mar 31, 26

0.01%

Sovereign Financial Group, Inc.

1.72K

Mar 31, 26

0.01%

Astoria Portfolio Advisors LLC.

1.71K

Mar 31, 26

0.01%

Mayflower Financial Advisors, LLC

1.66K

Mar 31, 26

+1.66K

0.00%

FULTON BANK, N.A.

1.65K

Mar 31, 26

0.00%

Buckingham Strategic Partners

1.64K

Mar 31, 26

+223

0.00%

Glassman Wealth Services

1.59K

Mar 31, 26

0.00%

Narwhal Capital Management

1.57K

Mar 31, 26

0.00%

Vermillion & White Wealth Management Group, LLC

1.54K

Mar 31, 26

0.00%

Access Investment Management LLC

1.54K

Mar 31, 26

+1.29K

0.00%

Mill Creek Capital Advisors, LLC

1.53K

Mar 31, 26

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

1.51K

Mar 31, 26

+1.51K

0.00%

B. Riley Wealth Advisors, Inc.

1.50K

Mar 31, 26

-65

0.00%

Next Level Wealth Planning, LLC

1.50K

Mar 31, 26

-697

0.00%

Sanctuary Advisors, LLC

1.49K

Mar 31, 26

-7.07K

0.00%

HARBOUR INVESTMENTS, INC.

1.48K

Mar 31, 26

-48

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

1.46K

Mar 31, 26

-47

0.00%

EP Wealth Advisors, LLC

1.45K

Mar 31, 26

-3.23K

0.00%

Strategic Financial Services, Inc,

1.43K

Mar 31, 26

0.00%

Oakworth Capital, Inc.

1.40K

Mar 31, 26

+154

0.00%

Prospera Financial Services Inc

1.39K

Mar 31, 26

0.00%

Argent Trust Co

1.39K

Mar 31, 26

0.00%

AA Financial Advisors, LLC

1.39K

Mar 31, 26

0.00%

Advisory Services Network, LLC

1.38K

Mar 31, 26

-425

0.00%

W ADVISORS, LLC

1.38K

Mar 31, 26

0.00%

BBR PARTNERS, LLC

1.37K

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.37K

Mar 31, 26

0.00%

WILKINS INVESTMENT COUNSEL INC

1.34K

Mar 31, 26

0.00%

TLWM

1.31K

Mar 31, 26

0.00%

Red Tortoise LLC

1.29K

Mar 31, 26

0.00%

COOPER/HAIMS ADVISORS, LLC

1.28K

Mar 31, 26

0.00%

Independent Advisor Alliance

1.28K

Mar 31, 26

+166

0.00%

BROGAN FINANCIAL, INC.

1.27K

Mar 31, 26

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

1.26K

Mar 31, 26

-13

0.00%

Hardy Reed LLC

1.24K

Mar 31, 26

-78

0.00%

J.W. COLE ADVISORS, INC.

1.22K

Mar 31, 26

-6

0.00%

BRYN MAWR TRUST Co

1.20K

Mar 31, 26

+1.20K

0.00%

Tranquility Partners, LLC

1.20K

Mar 31, 26

-5

0.00%

Quantinno Capital Management LP

1.19K

Mar 31, 26

+450

0.00%

MATHER GROUP, LLC.

1.17K

Mar 31, 26

0.00%

OPPENHEIMER & CO INC

1.14K

Mar 31, 26

+21

0.00%

CVA Family Office, LLC

1.14K

Mar 31, 26

0.00%

Moors & Cabot, Inc.

1.14K

Mar 31, 26

0.00%

Delap Wealth Advisory, LLC

1.13K

Mar 31, 26

0.00%

Nemes Rush Group LLC

1.13K

Mar 31, 26

0.00%

HB Wealth Management, LLC

1.13K

Mar 31, 26

0.00%

Tandem Financial, LLC

1.12K

Mar 31, 26

+1.12K

0.00%

Cyndeo Wealth Partners, LLC

1.09K

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

1.08K

Mar 31, 26

-636

0.00%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

1.08K

Mar 31, 26

+1.08K

0.00%

Williams & Novak, LLC

1.03K

Mar 31, 26

-1.20K

0.00%

Capital Investment Advisory Services, LLC

1.03K

Mar 31, 26

0.00%

Global Strategic Investment Solutions, LLC

1.02K

Mar 31, 26

0.00%

Heritage Family Offices, LLP

1.00K

Mar 31, 26

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

916

Mar 31, 26

+916

0.00%

Redhawk Wealth Advisors, Inc.

910

Mar 31, 26

0.00%

Vise Technologies, Inc.

908

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

901

Mar 31, 26

0.00%

MMA ASSET MANAGEMENT LLC

900

Mar 31, 26

0.00%

One Day In July LLC

892

Mar 31, 26

0.00%

Resources Investment Advisors, LLC.

889

Mar 31, 26

-9

0.00%

IHT Wealth Management, LLC

878

Mar 31, 26

0.00%

Valmark Advisers, Inc.

865

Mar 31, 26

0.00%

WBI INVESTMENTS, INC.

847

Mar 31, 26

+65

0.00%

Ancora Advisors, LLC

845

Mar 31, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

844

Mar 31, 26

0.00%

HEADINVEST, LLC

825

Mar 31, 26

0.00%

BROWN ADVISORY INC

824

Mar 31, 26

+24

0.00%

Solidarity Wealth, LLC

824

Mar 31, 26

0.00%

Nicholson Meyer Capital Management, Inc.

820

Mar 31, 26

0.00%

Berkeley, Inc

816

Mar 31, 26

-30

0.00%

Abacus Planning Group, Inc.

807

Mar 31, 26

0.00%

OKABENA INVESTMENT SERVICES INC

805

Mar 31, 26

+805

0.00%

Brookstone Capital Management

803

Mar 31, 26

+803

0.00%

Intrua Financial, LLC

796

Mar 31, 26

-32

0.00%

CoreCap Advisors, LLC

793

Mar 31, 26

0.00%

INSPIRION WEALTH ADVISORS, LLC

787

Mar 31, 26

0.00%

Real Talk Capital, LLC

784

Mar 31, 26

0.00%

CITADEL ADVISORS LLC

781

Mar 31, 26

-8.78K

0.00%

MATAURO, LLC

775

Mar 31, 26

+11

0.00%

ASSETMARK, INC

775

Mar 31, 26

-349

0.00%

Kovack Advisors, Inc.

770

Mar 31, 26

0.00%

1ST SOURCE BANK

762

Mar 31, 26

+762

0.00%

Beaumont Asset Management, L.L.C.

748

Mar 31, 26

0.00%

ADIRONDACK TRUST CO

734

Mar 31, 26

+34

0.00%

Outlook Wealth Advisors, LLC

733

Mar 31, 26

0.00%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

725

Mar 31, 26

0.00%

Krilogy Financial LLC

722

Mar 31, 26

0.00%

Ellis Investment Partners, LLC

715

Mar 31, 26

+46

0.00%

Chevy Chase Trust Holdings, LLC

705

Mar 31, 26

0.00%

Astra Wealth Partners LLC

701

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

701

Mar 31, 26

+700

0.00%

Callan Family Office, LLC

700

Mar 31, 26

-550

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

700

Mar 31, 26

0.00%

Fort Sheridan Advisors LLC

696

Mar 31, 26

0.00%

Lido Advisors, LLC

691

Mar 31, 26

-414

0.00%

KLCM Advisors, Inc.

691

Mar 31, 26

+691

0.00%

US BANCORP \DE\

687

Mar 31, 26

-183

0.00%

ALLIANCEBERNSTEIN L.P.

687

Mar 31, 26

+687

0.00%

Dakota Wealth Management

680

Mar 31, 26

0.00%

American Capital Advisory, LLC

654

Mar 31, 26

0.00%

Financial Management Professionals, Inc.

629

Mar 31, 26

-114

0.00%

DT Investment Partners, LLC

621

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

572

Mar 31, 26

-37

0.00%

Ashton Thomas Private Wealth, LLC

496

Mar 31, 26

+496

0.00%

FRANKLIN RESOURCES INC

350

Mar 31, 26

0.00%

Private Wealth Asset Management, LLC

348

Mar 31, 26

0.00%

Fort Vancouver Investment Management, LLC

222

Mar 31, 26

0.00%

Opal Wealth Advisors, LLC

215

Mar 31, 26

+215

0.00%

SBI Securities Co., Ltd.

194

Mar 31, 26

+16

0.00%

Western Wealth Management, LLC

194

Mar 31, 26

+194

0.00%

West Branch Capital LLC

179

Mar 31, 26

0.00%

Operose Advisors LLC

163

Mar 31, 26

-89

0.00%

IAG Wealth Partners, LLC

158

Mar 31, 26

0.00%

Root Financial Partners, LLC

156

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

145

Mar 31, 26

0.00%

Capital Analysts, LLC

142

Mar 31, 26

+14

0.00%

Kohmann Bosshard Financial Services, LLC

137

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

125

Mar 31, 26

+125

0.00%

Biltmore Family Office, LLC

123

Mar 31, 26

-48

0.00%

Golden State Equity Partners

111

Mar 31, 26

+111

0.00%

AlphaCore Capital LLC

105

Mar 31, 26

-9

0.00%

NATIONAL BANK OF CANADA /FI/

100

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

100

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

Mar 31, 26

-197

0.00%

CWM, LLC

Mar 31, 26

+66

0.00%

ZRC WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Wall Street Financial Group, Inc.

Mar 31, 26

+55

0.00%

Comprehensive Financial Planning, Inc./PA

Mar 31, 26

0.00%

MASECO LLP

Mar 31, 26

0.00%

Westfuller Advisors, LLC

Mar 31, 26

0.00%

Abound Wealth Management

Mar 31, 26

+34

0.00%

Central Pacific Bank - Trust Division

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

Mar 31, 26

0.00%

Rossby Financial, LCC

Mar 31, 26

+20

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

+18

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

Mar 31, 26

+17

0.00%

Pflug Koory, LLC

Mar 31, 26

0.00%

Addison Advisors LLC

Mar 31, 26

+10

0.00%

Federation des caisses Desjardins du Quebec

Mar 31, 26

0.00%

VSM Wealth Advisory, LLC

Mar 31, 26

0.00%

Capital Advisors, Ltd. LLC

Mar 31, 26

0.00%

Friedenthal Financial

Mar 31, 26

0.00%

SWAN Capital LLC

Mar 31, 26

0.00%

Hershey Financial Advisers, LLC

Mar 31, 26

-3.61K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-7.52K

Empowered Funds, LLC

Mar 31, 26

-680

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Mar 31, 26

-913

HOWE & RUSLING INC

Mar 31, 26

-80

Berkshire Money Management, Inc.

Mar 31, 26

-5.29K

Topel & Distasi Wealth Management, LLC

Mar 31, 26

-8.25K

Highland Financial Advisors, LLC

Mar 31, 26

-664

TCTC Holdings, LLC

Mar 31, 26

-93

Royal Fund Management, LLC

Mar 31, 26

-5.74K

Kingsview Wealth Management, LLC

Mar 31, 26

-1.45K

Brinker Capital Investments, LLC

Mar 31, 26

-650

TRITONPOINT WEALTH, LLC

Mar 31, 26

-5.31K

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-916

CAPITAL PERFORMANCE ADVISORS LLP

Mar 31, 26

-925

Stratos Wealth Advisors, LLC

Mar 31, 26

-25.52K

Circle Wealth Management, LLC

Mar 31, 26

-945

Tower Research Capital LLC (TRC)

Mar 31, 26

-40

Oxbow Advisors, LLC

Mar 31, 26

-1.04K

SAWGRASS ASSET MANAGEMENT LLC

Mar 31, 26

-49.22K

Austin Private Wealth, LLC

130.66K

Dec 31, 25

-4.61K

0.39%

VANGUARD GROUP INC

78.74K

Dec 31, 25

-2.65K

0.23%

Litman Gregory Wealth Management LLC

66.03K

Dec 31, 25

-971

0.20%

COMERICA BANK

26.77K

Dec 31, 25

+33

0.08%

NICOLET ADVISORY SERVICES, LLC

16.14K

Dec 31, 25

+16.14K

0.05%

Global Retirement Partners, LLC

13.67K

Dec 31, 25

+11.32K

0.04%

Clarius Group, LLC

3.74K

Dec 31, 25

0.01%

SageView Advisory Group, LLC

1.66K

Dec 31, 25

0.00%

Cadence Bank

700

Dec 31, 25

0.00%

ORG Partners LLC

221

Dec 31, 25

+16

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-34

Main Street Financial Solutions, LLC

Dec 31, 25

-6.01K

PITCAIRN CO

43.75K

Sep 30, 25

0.13%

Glenmede Investment Management, LP

7.17K

Sep 30, 25

+285

0.02%

PINNACLE FINANCIAL PARTNERS INC

3.30K

Sep 30, 25

-234

0.01%

AVANTAX ADVISORY SERVICES, INC.

27.43K

Jun 30, 25

-6.86K

0.08%

Atria Wealth Solutions, Inc.

19.96K

Jun 30, 25

-53.11K

0.06%

Centricity Wealth Management, LLC

2.72K

Jun 30, 25

0.01%

Moser Wealth Advisors, LLC

1.66K

Jun 30, 25

+25

0.00%

Congress Wealth Management LLC / DE /

919

Jun 30, 25

+919

0.00%

Kings Path Partners LLC

Jun 30, 25

0.00%

US FINANCIAL ADVISORS, LLC

18.18K

Mar 31, 25

-235

0.05%

Aveo Capital Partners, LLC

2.60K

Mar 31, 25

+1.29K

0.01%

CAROLINAS WEALTH CONSULTING LLC

1.07K

Mar 31, 25

+29

0.00%

Marcum Wealth, LLC

1.05K

Mar 31, 25

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

78.67K

Dec 31, 24

-9.12K

0.23%

Geller Advisors LLC

4.23K

Dec 31, 24

-188

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1

0.00%

RAYMOND JAMES & ASSOCIATES

167.30K

Sep 30, 24

-1.17K

0.50%

Raymond James Financial Services Advisors, Inc.

103.56K

Sep 30, 24

-76.53K

0.31%

Waypoint Capital Advisors, LLC

12.64K

Sep 30, 24

-1.45K

0.04%

RAYMOND JAMES TRUST N.A.

3.54K

Sep 30, 24

0.01%

Source Financial Advisors LLC

3.30K

Sep 30, 24

+12

0.01%

M&R CAPITAL MANAGEMENT INC

280

Sep 30, 24

-50

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

1.00K

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

376

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-7.73K

Cetera Advisor Networks LLC

28.51K

Mar 31, 24

-1.18K

0.09%

Cetera Advisors LLC

22.47K

Mar 31, 24

+1.56K

0.07%

Bromfield Sneider Wealth Advisors

2.35K

Mar 31, 24

+1.29K

0.01%

StrategIQ Financial Group, LLC

71.52K

Dec 31, 23

-36

0.21%

Bridgeworth, LLC

11.50K

Dec 31, 23

-51

0.03%

Simplicity Solutions, LLC

6.47K

Dec 31, 23

0.02%

RESOURCE CONSULTING GROUP INC

6.40K

Dec 31, 23

0.02%

PROVENCE WEALTH MANAGEMENT GROUP

1.68K

Dec 31, 23

0.01%

PATHSTONE FAMILY OFFICE, LLC

66.82K

Sep 30, 23

+60.84K

0.20%

COLONY GROUP LLC

34.85K

Sep 30, 23

-5

0.10%

COMERICA SECURITIES,INC.

6.83K

Sep 30, 23

-338

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.74K

Sep 30, 23

-1.05K

0.02%

Coury Firm Asset Management LLC

1.92K

Sep 30, 23

0.01%

Sutton Wealth Advisors Inc.

Sep 30, 23

-2

Veritable, L.P.

60.84K

Jun 30, 23

0.18%

Wealth CMT

33.55K

Jun 30, 23

-994

0.10%

AJ WEALTH STRATEGIES, LLC

7.32K

Jun 30, 23

0.02%

TIAA, FSB

3.01K

Jun 30, 23

0.01%

AFFINIA FINANCIAL GROUP, LLC

1.14K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

Jun 30, 23

0.00%

Lehman & Derafelo Financial Resources LLC

3.23K

Dec 31, 22

0.01%

55I, LLC

3.89K

Sep 30, 22

-2.46K

0.01%

Doyle Wealth Management

1.56K

Sep 30, 22

+1.56K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.25K

Sep 30, 22

+1.25K

0.00%

MUFG Americas Holdings Corp

104

Sep 30, 22

0.00%

American Portfolios Advisors

Sep 30, 22

0.00%

FourThought Financial, LLC

Sep 30, 22

0.00%

Permit Capital Advisors, LLC

7.31K

Mar 31, 22

+7.31K

0.02%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.21K

Mar 31, 22

+1.21K

0.00%

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

0.00%

NEXT Financial Group, Inc

127.62K

Dec 31, 21

+115

0.38%

Newport Wealth Strategies, Inc.

17.31K

Sep 30, 21

0.05%

NORTHSTAR INVESTMENT ADVISORS LLC

144.05K

Jun 30, 21

+17.16K

0.43%

AdvicePeriod, LLC

13.06K

Jun 30, 21

+4.42K

0.04%

Pinnacle Wealth Advisors

1.50K

Jun 30, 21

+1.50K

0.00%

Paracle Advisors, LLC

14.26K

Mar 31, 21

-390

0.04%

ROWLAND CARMICHAEL ADVISORS INC /ADV

21.77K

Dec 31, 20

+21.77K

0.06%

Wealthspire Advisors, L.P.

4.18K

Sep 30, 20

+4.18K

0.01%

Starfire Investment Advisers, Inc.

9.71K

Jun 30, 20

0.03%

Beacon Pointe Wealth Advisors, LLC

13.85K

Dec 31, 19

+130

0.04%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.88K

Dec 31, 19

+317

0.01%

Advisor Group, Inc.

1.10K

Dec 31, 19

+67

0.00%

SUNTRUST BANKS INC

6.50K

Sep 30, 19

0.02%

NEXT Financial Holdings

2.98K

Mar 31, 19

+2.98K

0.01%

COMERICA SECURITIES INC

Dec 31, 18

-3.52K

Kinsight, LLC

501.80K

Jun 30, 17

-29.92K

1.50%

1st Global Advisors, Inc.

55.73K

Jun 30, 17

0.17%

Commonwealth Equity Services, Inc

18.69K

Jun 30, 17

-486

0.06%

Virtu KCG Holdings LLC

3.51K

Jun 30, 17

+491

0.01%

MSI Financial Services Inc

877

Dec 31, 16

+50

0.00%

Alerus Investment Advisors Corp

204.86K

Mar 31, 16

+109.41K

0.61%

Gupta Wealth Management LLC

27.65K

Mar 31, 16

0.08%

Laidlaw Group, LLC

3.56K

Jun 30, 15

-80

0.01%

UBS AG

6.34K

Sep 30, 14

+32

0.02%