Vanguard Russell 1000 Value ETF(VONV)

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Vanguard Russell 1000 Value ETF(VONV)

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$108.40—

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VONV(VONV)

VONV

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Institutional Ownership

Top 685 Institutional Holders

Holder	Shares	Date	Change	% Held
UBS Group AG	31.31M	Mar 31, 26	+28.66M	15.80%
LPL Financial LLC	26.15M	Mar 31, 26	+14.73M	13.20%
BANK OF AMERICA CORP /DE/	22.99M	Mar 31, 26	-2.02M	11.60%
UBS ASSET MANAGEMENT AMERICAS INC	6.60M	Mar 31, 26	+5.26M	3.33%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	5.78M	Mar 31, 26	+5.78M	2.92%
MORGAN STANLEY	5.75M	Mar 31, 26	+220.61K	2.90%
Creative Planning	2.99M	Mar 31, 26	+2.92M	1.51%
GOLDMAN SACHS GROUP INC	2.37M	Mar 31, 26	-315.19K	1.20%
Phoenix Holdings Ltd.	2.36M	Mar 31, 26	--	1.19%
ENVESTNET ASSET MANAGEMENT INC	2.24M	Mar 31, 26	+433.82K	1.13%
Janney Montgomery Scott LLC	1.72M	Mar 31, 26	+60.23K	0.87%
WELLS FARGO & COMPANY/MN	1.57M	Mar 31, 26	+166.90K	0.79%
RAYMOND JAMES FINANCIAL INC	1.55M	Mar 31, 26	+13.28K	0.78%
COMMONWEALTH EQUITY SERVICES, LLC	1.49M	Mar 31, 26	+47.59K	0.75%
TRUIST FINANCIAL CORP	1.37M	Mar 31, 26	-91.01K	0.69%
Pathstone Holdings, LLC	1.19M	Mar 31, 26	-18.51K	0.60%
AMERIPRISE FINANCIAL INC	1.18M	Mar 31, 26	+335.78K	0.59%
Aaron Wealth Advisors LLC	1.09M	Mar 31, 26	+210.37K	0.55%
CITIGROUP INC	1.04M	Mar 31, 26	-31.36K	0.53%
ADVISOR GROUP HOLDINGS, INC.	963.52K	Mar 31, 26	-18.45K	0.49%
Equitable Holdings, Inc.	937.17K	Mar 31, 26	+67.23K	0.47%
Global Strategic Investment Solutions, LLC	915.96K	Mar 31, 26	+13.40K	0.46%
WestHill Financial Advisors, Inc.	749.98K	Mar 31, 26	-1.69K	0.38%
PNC FINANCIAL SERVICES GROUP, INC.	724.51K	Mar 31, 26	-47.33K	0.37%
ROYAL BANK OF CANADA	708.14K	Mar 31, 26	+76.56K	0.36%
Adventist Health System/ West	692.80K	Mar 31, 26	--	0.35%
JPMORGAN CHASE & CO	658.26K	Mar 31, 26	+71.84K	0.33%
Hapanowicz & Associates Financial Services, Inc	615.77K	Mar 31, 26	+5.65K	0.31%
JONES FINANCIAL COMPANIES LLLP	566.28K	Mar 31, 26	+278.42K	0.29%
Rockefeller Capital Management L.P.	550.37K	Mar 31, 26	+24.56K	0.28%
TIAA TRUST, NATIONAL ASSOCIATION	543.87K	Mar 31, 26	-4.18M	0.27%
SILVERCREST ASSET MANAGEMENT GROUP LLC	533.34K	Mar 31, 26	+168.42K	0.27%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	512.01K	Mar 31, 26	-14.31K	0.26%
HighTower Advisors, LLC	505.86K	Mar 31, 26	+22.62K	0.26%
EXCHANGE TRADED CONCEPTS, LLC	455.69K	Mar 31, 26	+13.62K	0.23%
WELLINGTON MANAGEMENT GROUP LLP	453.81K	Mar 31, 26	+186.23K	0.23%
Parkside Financial Bank & Trust	398.46K	Mar 31, 26	+11.87K	0.20%
Brio Consultants, LLC	387.18K	Mar 31, 26	+12.71K	0.20%
Private Advisor Group, LLC	377.09K	Mar 31, 26	+81.60K	0.19%
CONDOR CAPITAL MANAGEMENT	375.90K	Mar 31, 26	-2.87K	0.19%
Sequoia Financial Advisors, LLC	374.19K	Mar 31, 26	-12.02K	0.19%
FIFTH THIRD BANCORP	357.34K	Mar 31, 26	+354.93K	0.18%
MML INVESTORS SERVICES, LLC	353.42K	Mar 31, 26	-39.13K	0.18%
CAPTRUST FINANCIAL ADVISORS	339.96K	Mar 31, 26	+32.65K	0.17%
Bernardo Wealth Planning LLC	336.02K	Mar 31, 26	-6	0.17%
Wealth Dimensions Group, Ltd.	333.78K	Mar 31, 26	+2.51K	0.17%
Colony Group, LLC	327.01K	Mar 31, 26	-40	0.17%
Cetera Investment Advisers	312.24K	Mar 31, 26	+4.53K	0.16%
Baird Financial Group, Inc.	307.47K	Mar 31, 26	+41.03K	0.16%
Windward Private Wealth Management Inc.	305.78K	Mar 31, 26	-3.41K	0.15%
Callan Family Office, LLC	283.78K	Mar 31, 26	-4.69K	0.14%
Lido Advisors, LLC	279.08K	Mar 31, 26	-44.44K	0.14%
Beacon Pointe Advisors, LLC	277.25K	Mar 31, 26	+45.97K	0.14%
COMMERCE BANK	275.47K	Mar 31, 26	-13.94K	0.14%
Verdence Capital Advisors LLC	272.25K	Mar 31, 26	-105.89K	0.14%
Clearstead Advisors, LLC	252.05K	Mar 31, 26	+805	0.13%
FSM Wealth Advisors, LLC	235.43K	Mar 31, 26	+16.74K	0.12%
Mariner, LLC	234.49K	Mar 31, 26	+40.80K	0.12%
THRIVENT FINANCIAL FOR LUTHERANS	227.99K	Mar 31, 26	+57.08K	0.12%
Financial Synergies Wealth Advisors, Inc.	218.38K	Mar 31, 26	-2.88K	0.11%
Waldron Private Wealth LLC	215.27K	Mar 31, 26	+10.71K	0.11%
Balentine LLC	180.17K	Mar 31, 26	-9.02K	0.09%
M&T BANK CORP	174.59K	Mar 31, 26	-98.90K	0.09%
Arrowroot Family Office, LLC	173.97K	Mar 31, 26	+8.00K	0.09%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	164.86K	Mar 31, 26	-53.48K	0.08%
Integrated Wealth Concepts LLC	163.76K	Mar 31, 26	+84.90K	0.08%
Kestra Advisory Services, LLC	148.14K	Mar 31, 26	+19.58K	0.07%
FIRST NATIONAL BANK OF OMAHA	147.82K	Mar 31, 26	+27.14K	0.07%
FourThought Financial Partners, LLC	139.70K	Mar 31, 26	-2.56K	0.07%
Allworth Financial LP	133.27K	Mar 31, 26	-5.55K	0.07%
Brand Asset Management Group, Inc.	131.63K	Mar 31, 26	+17.32K	0.07%
NATIXIS ADVISORS, L.P.	130.46K	Mar 31, 26	+104.60K	0.07%
MJP ASSOCIATES INC /ADV	130.34K	Mar 31, 26	+14.02K	0.07%
Advisor OS, LLC	130.26K	Mar 31, 26	+13.94K	0.07%
Perigon Wealth Management, LLC	126.88K	Mar 31, 26	+74.77K	0.06%
FIFTH THIRD SECURITIES, INC.	125.86K	Mar 31, 26	-8.21K	0.06%
Quantinno Capital Management LP	125.14K	Mar 31, 26	-5.08K	0.06%
Centric Wealth Management	120.93K	Mar 31, 26	+3.37K	0.06%
WILEY BROS.-AINTREE CAPITAL, LLC	118.86K	Mar 31, 26	+29.92K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	115.93K	Mar 31, 26	-118.44K	0.06%
HIGHLINE WEALTH PARTNERS LLC	113.16K	Mar 31, 26	+4.39K	0.06%
One Capital Management, LLC	111.53K	Mar 31, 26	+34.35K	0.06%
Geneos Wealth Management Inc.	104.43K	Mar 31, 26	+1.06K	0.05%
FIRST MERCHANTS CORP	97.10K	Mar 31, 26	+9.60K	0.05%
Fund Evaluation Group, LLC	96.00K	Mar 31, 26	+9.60K	0.05%
TD PRIVATE CLIENT WEALTH LLC	94.86K	Mar 31, 26	+1.95K	0.05%
NewEdge Advisors, LLC	92.32K	Mar 31, 26	+1.10K	0.05%
RENAISSANCE TECHNOLOGIES LLC	84.60K	Mar 31, 26	+67.60K	0.04%
FRANKLIN RESOURCES INC	83.18K	Mar 31, 26	-14.68K	0.04%
SENTINEL WEALTH MANAGEMENT, INC.	79.26K	Mar 31, 26	+2.91K	0.04%
BROWN ADVISORY INC	78.96K	Mar 31, 26	+406	0.04%
Summit Financial, LLC	78.24K	Mar 31, 26	+21.74K	0.04%
FMR LLC	78.15K	Mar 31, 26	+26.73K	0.04%
IEQ CAPITAL, LLC	76.31K	Mar 31, 26	+776	0.04%
Kera Capital Partners, Inc.	76.05K	Mar 31, 26	+1.65K	0.04%
MISSION WEALTH MANAGEMENT, LP	75.22K	Mar 31, 26	-1.24K	0.04%
Savant Capital, LLC	72.87K	Mar 31, 26	+2.56K	0.04%
Moran Wealth Management, LLC	72.73K	Mar 31, 26	+72.73K	0.04%
ASPIRIANT, LLC	72.30K	Mar 31, 26	--	0.04%
BOKF, NA	71.61K	Mar 31, 26	+5.04K	0.04%
Symphony Financial, Ltd. Co.	70.93K	Mar 31, 26	+2.39K	0.04%
STIFEL FINANCIAL CORP	69.93K	Mar 31, 26	-7.74K	0.04%
Mutual Advisors, LLC	69.85K	Mar 31, 26	+1.74K	0.04%
Sanctuary Advisors, LLC	65.81K	Mar 31, 26	-25.62K	0.03%
KANAWHA CAPITAL MANAGEMENT LLC	65.38K	Mar 31, 26	+6.51K	0.03%
Curtis Advisory Group, LLC	64.83K	Mar 31, 26	-1.03K	0.03%
Zhang Financial LLC	63.83K	Mar 31, 26	+15.49K	0.03%
GOLDEN ROAD ADVISORS LLC	62.99K	Mar 31, 26	-358	0.03%
Integrated Investment Consultants, LLC	61.51K	Mar 31, 26	+4.64K	0.03%
Fidelis Capital Partners, LLC	60.45K	Mar 31, 26	-3.32K	0.03%
SWAN Capital LLC	59.76K	Mar 31, 26	-10.70K	0.03%
Focused Wealth Management, Inc	58.61K	Mar 31, 26	-294	0.03%
GLENMEDE TRUST CO NA	58.06K	Mar 31, 26	+6.09K	0.03%
Jordan Park Group LLC	57.05K	Mar 31, 26	--	0.03%
BLAIR WILLIAM & CO/IL	55.49K	Mar 31, 26	+7.19K	0.03%
PRINCIPAL FINANCIAL GROUP INC	55.45K	Mar 31, 26	-3.37K	0.03%
AMG National Trust Bank	54.35K	Mar 31, 26	+8.47K	0.03%
Cambridge Investment Research Advisors, Inc.	53.23K	Mar 31, 26	+1.59K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	52.12K	Mar 31, 26	+1.90K	0.03%
Optas, LLC	51.06K	Mar 31, 26	-522	0.03%
Allspring Global Investments Holdings, LLC	50.91K	Mar 31, 26	-24.10K	0.03%
VANCE WEALTH, INC.	50.76K	Mar 31, 26	-2.25K	0.03%
Relyea Zuckerberg Hanson LLC	48.46K	Mar 31, 26	+3.22K	0.02%
Cerity Partners LLC	48.19K	Mar 31, 26	+178	0.02%
RFG Advisory, LLC	47.71K	Mar 31, 26	+9.05K	0.02%
Smartleaf Asset Management LLC	47.26K	Mar 31, 26	+2.65K	0.02%
WESTWOOD HOLDINGS GROUP INC	47.23K	Mar 31, 26	-39.88K	0.02%
Corundum Group, Inc.	47.16K	Mar 31, 26	+6.82K	0.02%
Badgley Phelps Wealth Managers, LLC	45.92K	Mar 31, 26	-15.12K	0.02%
Steward Partners Investment Advisory, LLC	45.40K	Mar 31, 26	+34.34K	0.02%
LEUTHOLD GROUP, LLC	45.23K	Mar 31, 26	--	0.02%
VERUS WEALTH MANAGEMENT, LLC	44.61K	Mar 31, 26	+1.51K	0.02%
Stonehage Fleming Financial Services Holdings Ltd	44.59K	Mar 31, 26	+30.06K	0.02%
XML Financial, LLC	44.24K	Mar 31, 26	+44.24K	0.02%
MetLife Investment Management, LLC	43.87K	Mar 31, 26	--	0.02%
Boulder Wealth Advisors, LLC	42.59K	Mar 31, 26	+42.59K	0.02%
Tower Research Capital LLC (TRC)	42.09K	Mar 31, 26	+42.06K	0.02%
Westshore Wealth, LLC	41.11K	Mar 31, 26	+3.88K	0.02%
Tennessee Valley Asset Management Partners	40.97K	Mar 31, 26	+3.18K	0.02%
Rialto Wealth Management, LLC	40.42K	Mar 31, 26	+42	0.02%
MAI Capital Management	40.19K	Mar 31, 26	+293	0.02%
Mount Yale Investment Advisors, LLC	40.18K	Mar 31, 26	+40.18K	0.02%
Vestmark Advisory Solutions, Inc.	40.18K	Mar 31, 26	+40.18K	0.02%
ZACKS INVESTMENT MANAGEMENT	39.53K	Mar 31, 26	-14.02K	0.02%
HSBC HOLDINGS PLC	39.16K	Mar 31, 26	--	0.02%
Quotient Wealth Partners, LLC	38.30K	Mar 31, 26	+12.02K	0.02%
Sage Mountain Advisors LLC	38.24K	Mar 31, 26	-224	0.02%
Dana Investment Advisors, Inc.	37.67K	Mar 31, 26	+1.37K	0.02%
Modera Wealth Management, LLC	36.30K	Mar 31, 26	+743	0.02%
Diversified Enterprises, LLC	35.49K	Mar 31, 26	-62.92K	0.02%
FIRST MANHATTAN CO. LLC.	35.00K	Mar 31, 26	-489	0.02%
FULTON BANK, N.A.	34.84K	Mar 31, 26	-479	0.02%
Pensionmark Financial Group, LLC	33.55K	Mar 31, 26	+516	0.02%
FLOW TRADERS U.S. LLC	32.61K	Mar 31, 26	+1.17K	0.02%
Mill Creek Capital Advisors, LLC	32.51K	Mar 31, 26	--	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	31.80K	Mar 31, 26	-8.21K	0.02%
WFA of San Diego, LLC	31.14K	Mar 31, 26	-1.19K	0.02%
HB Wealth Management, LLC	31.07K	Mar 31, 26	+135	0.02%
LBJ Family Wealth Advisors, Ltd.	29.66K	Mar 31, 26	+1.33K	0.01%
Mesirow Financial Investment Management, Inc.	29.52K	Mar 31, 26	+5.35K	0.01%
Farther Finance Advisors, LLC	29.43K	Mar 31, 26	-39	0.01%
JANE STREET GROUP, LLC	28.13K	Mar 31, 26	+28.13K	0.01%
BRADLEY FOSTER & SARGENT INC/CT	27.98K	Mar 31, 26	-142	0.01%
Axis Wealth Partners, LLC	27.79K	Mar 31, 26	+1.07K	0.01%
MONEY CONCEPTS CAPITAL CORP	27.37K	Mar 31, 26	+2.40K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	27.35K	Mar 31, 26	+14.15K	0.01%
Aurelius Family Office LLC	26.92K	Mar 31, 26	+835	0.01%
GeoWealth Management, LLC	26.19K	Mar 31, 26	+7.91K	0.01%
Envision Financial LLC	25.95K	Mar 31, 26	-6.24K	0.01%
PRIVATE TRUST CO NA	25.33K	Mar 31, 26	+14.07K	0.01%
Wedmont Private Capital	25.25K	Mar 31, 26	-2.19K	0.01%
Wealthcare Advisory Partners LLC	25.21K	Mar 31, 26	-4.32K	0.01%
Andina Capital Management, LLC	25.17K	Mar 31, 26	-9.78K	0.01%
Embree Financial Group	24.27K	Mar 31, 26	--	0.01%
Brightwater Advisory LLC	23.98K	Mar 31, 26	+5.19K	0.01%
AQR CAPITAL MANAGEMENT LLC	23.93K	Mar 31, 26	+13.07K	0.01%
Lee-Kelleher Wealth Management	23.84K	Mar 31, 26	--	0.01%
WESPAC Advisors, LLC	23.31K	Mar 31, 26	+23.31K	0.01%
BANK OF MONTREAL /CAN/	23.31K	Mar 31, 26	-18.92K	0.01%
Fortitude Family Office, LLC	23.10K	Mar 31, 26	--	0.01%
D.A. DAVIDSON & CO.	22.67K	Mar 31, 26	-1.40K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	22.11K	Mar 31, 26	-2.30K	0.01%
Cairn Investment Group, Inc.	21.90K	Mar 31, 26	-690	0.01%
Aureus Asset Management, LLC	21.86K	Mar 31, 26	--	0.01%
Institute for Wealth Management, LLC.	21.57K	Mar 31, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	21.47K	Mar 31, 26	+2.57K	0.01%
Ridgewood Investments LLC	20.83K	Mar 31, 26	+20.83K	0.01%
PARK AVENUE SECURITIES LLC	20.65K	Mar 31, 26	+3.38K	0.01%
Bruce G. Allen Investments, LLC	20.07K	Mar 31, 26	--	0.01%
Richmond Investment Services, LLC	19.91K	Mar 31, 26	+12.40K	0.01%
Wealthspire Advisors, LLC	19.86K	Mar 31, 26	+1.15K	0.01%
M3 Advisory Group, LLC	19.42K	Mar 31, 26	+4	0.01%
Goelzer Investment Management, Inc.	19.30K	Mar 31, 26	+30	0.01%
TUDOR INVESTMENT CORP ET AL	18.94K	Mar 31, 26	-7.52K	0.01%
LPWM LLC	18.71K	Mar 31, 26	-1.38K	0.01%
CI Private Wealth, LLC	18.52K	Mar 31, 26	-20.12K	0.01%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	18.11K	Mar 31, 26	+18.11K	0.01%
SRS Capital Advisors, Inc.	18.02K	Mar 31, 26	+3.85K	0.01%
Independent Advisor Alliance	17.89K	Mar 31, 26	+17.89K	0.01%
COZAD ASSET MANAGEMENT INC	17.87K	Mar 31, 26	+167	0.01%
Eqis Capital Management, Inc.	17.44K	Mar 31, 26	+977	0.01%
Clarion Wealth Managment Partners, LLC	17.29K	Mar 31, 26	-176	0.01%
Winthrop Advisory Group LLC	17.07K	Mar 31, 26	+9.31K	0.01%
Americana Partners, LLC	16.57K	Mar 31, 26	-834	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	16.56K	Mar 31, 26	+1.42K	0.01%
Western Wealth Management, LLC	16.23K	Mar 31, 26	+85	0.01%
Arbor Investment Advisors, LLC	16.13K	Mar 31, 26	-1.11K	0.01%
Horizon Investment Services, LLC	15.96K	Mar 31, 26	--	0.01%
Diversified Portfolios, Inc.	15.93K	Mar 31, 26	--	0.01%
SAPIENT CAPITAL LLC	15.74K	Mar 31, 26	+31	0.01%
Accurate Wealth Management, LLC	15.50K	Mar 31, 26	-7.49K	0.01%
Nadler Financial Group, Inc.	15.38K	Mar 31, 26	+10	0.01%
Stonebridge Financial Planning Group, LLC	15.03K	Mar 31, 26	--	0.01%
MACROVIEW INVESTMENT MANAGEMENT LLC	15.01K	Mar 31, 26	+203	0.01%
ROFFMAN MILLER ASSOCIATES INC /PA/	14.75K	Mar 31, 26	+57	0.01%
TCG Advisory Services, LLC	14.70K	Mar 31, 26	--	0.01%
Chicago Partners Investment Group LLC	14.58K	Mar 31, 26	-127	0.01%
Atlanta Consulting Group Advisors, LLC	14.47K	Mar 31, 26	+1.14K	0.01%
Gotham Asset Management, LLC	14.37K	Mar 31, 26	--	0.01%
FIRST HORIZON CORP	14.20K	Mar 31, 26	+524	0.01%
Verum Partners LLC	14.07K	Mar 31, 26	-247	0.01%
1900 WEALTH MANAGEMENT LLC	14.00K	Mar 31, 26	--	0.01%
Total Clarity Wealth Management, Inc.	13.58K	Mar 31, 26	+6.33K	0.01%
Allegiance Financial Group Advisory Services LLC	13.18K	Mar 31, 26	-1.76K	0.01%
Trilogy Capital Inc.	13.06K	Mar 31, 26	+2.72K	0.01%
CONTINENTAL INVESTORS SERVICES, INC.	13.05K	Mar 31, 26	+4.94K	0.01%
NorthRock Partners, LLC	13.03K	Mar 31, 26	+97	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	12.73K	Mar 31, 26	+74	0.01%
Gateway Wealth Partners, LLC	12.54K	Mar 31, 26	+12.54K	0.01%
BAKER BOYER NATIONAL BANK	12.38K	Mar 31, 26	--	0.01%
Inspire Advisors, LLC	12.31K	Mar 31, 26	+7.37K	0.01%
Bleakley Financial Group, LLC	12.11K	Mar 31, 26	-15	0.01%
SCS Capital Management LLC	12.04K	Mar 31, 26	--	0.01%
Advisory Services Network, LLC	11.95K	Mar 31, 26	-3.10K	0.01%
DAVIDSON TRUST CO	11.85K	Mar 31, 26	-1.16K	0.01%
HIGHLAND CAPITAL MANAGEMENT, LLC	11.72K	Mar 31, 26	-104.14K	0.01%
CBIZ Investment Advisory Services, LLC	11.67K	Mar 31, 26	-81	0.01%
JFS WEALTH ADVISORS, LLC	11.56K	Mar 31, 26	--	0.01%
Ballentine Partners, LLC	11.52K	Mar 31, 26	+11.52K	0.01%
VestGen Advisors, LLC	11.43K	Mar 31, 26	+2.83K	0.01%
Concurrent Investment Advisors, LLC	11.34K	Mar 31, 26	+593	0.01%
DAVENPORT & Co LLC	11.27K	Mar 31, 26	-140.91K	0.01%
RMB Capital Management, LLC	11.03K	Mar 31, 26	+1.13K	0.01%
FIDUCIARY TRUST CO	10.99K	Mar 31, 26	-955	0.01%
Arkadios Wealth Advisors	10.98K	Mar 31, 26	+10.98K	0.01%
AdvisorNet Financial, Inc	10.96K	Mar 31, 26	-2.62K	0.01%
YARGER WEALTH STRATEGIES, LLC	10.79K	Mar 31, 26	-2.54K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	10.79K	Mar 31, 26	+2.42K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	10.72K	Mar 31, 26	+47	0.01%
Indiana Trust & Investment Management CO	10.60K	Mar 31, 26	--	0.01%
Schneider Downs Wealth Management Advisors, LP	10.53K	Mar 31, 26	-61	0.01%
Merit Financial Group, LLC	10.42K	Mar 31, 26	+7.52K	0.01%
SUMMIT WEALTH GROUP LLC / CO	10.41K	Mar 31, 26	+7.58K	0.01%
SCRATCH CAPITAL LLC	10.39K	Mar 31, 26	--	0.01%
BlackRock, Inc.	10.38K	Mar 31, 26	+3.61K	0.01%
TRUE Private Wealth Advisors	10.23K	Mar 31, 26	-260	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	10.15K	Mar 31, 26	--	0.01%
CITY HOLDING CO	9.90K	Mar 31, 26	--	0.00%
CWM, LLC	9.85K	Mar 31, 26	+296	0.00%
Chicago Capital, LLC	9.71K	Mar 31, 26	--	0.00%
VERUS CAPITAL PARTNERS, LLC	9.70K	Mar 31, 26	+6.04K	0.00%
TOWER BRIDGE ADVISORS	9.62K	Mar 31, 26	+9.62K	0.00%
Coordinated Financial Services, Inc.	9.60K	Mar 31, 26	+2.64K	0.00%
INVESTMENT PARTNERS, LTD.	9.51K	Mar 31, 26	+3.12K	0.00%
ELEVATUS WELATH MANAGEMENT	9.50K	Mar 31, 26	+33	0.00%
CreativeOne Wealth, LLC	9.31K	Mar 31, 26	+278	0.00%
Clare Market Investments LLC	9.07K	Mar 31, 26	+9.07K	0.00%
PRINCIPAL SECURITIES, INC.	9.04K	Mar 31, 26	+956	0.00%
OPPENHEIMER & CO INC	8.98K	Mar 31, 26	-205	0.00%
Braun-Bostich & Associates Inc.	8.97K	Mar 31, 26	+199	0.00%
DiNuzzo Private Wealth, Inc.	8.90K	Mar 31, 26	--	0.00%
Stratos Wealth Partners, LTD.	8.76K	Mar 31, 26	+311	0.00%
Miracle Mile Advisors, LLC	8.65K	Mar 31, 26	--	0.00%
Principal Street Partners, LLC	8.55K	Mar 31, 26	--	0.00%
CHOREO, LLC	8.55K	Mar 31, 26	+3.52K	0.00%
SAGESPRING WEALTH PARTNERS, LLC	8.34K	Mar 31, 26	+4.77K	0.00%
Essex Savings Bank	8.28K	Mar 31, 26	-300	0.00%
BERKSHIRE ASSET MANAGEMENT LLC/PA	8.13K	Mar 31, 26	-2.25K	0.00%
Aptus Capital Advisors, LLC	8.06K	Mar 31, 26	-72	0.00%
Hirtle Callaghan & Co LLC	7.95K	Mar 31, 26	--	0.00%
Diversified Trust Co	7.88K	Mar 31, 26	+2.62K	0.00%
Seven Post Investment Office LP	7.83K	Mar 31, 26	--	0.00%
B. Riley Wealth Advisors, Inc.	7.80K	Mar 31, 26	+382	0.00%
Stratos Wealth Advisors, LLC	7.73K	Mar 31, 26	-217	0.00%
TrueWealth Financial Partners	7.66K	Mar 31, 26	+7.66K	0.00%
Rodgers & Associates, LTD	7.51K	Mar 31, 26	-105	0.00%
Sigma Planning Corp	7.51K	Mar 31, 26	-574	0.00%
Cresset Asset Management, LLC	7.46K	Mar 31, 26	-216.06K	0.00%
Quent Capital, LLC	7.45K	Mar 31, 26	--	0.00%
Bank of New York Mellon Corp	7.45K	Mar 31, 26	+109	0.00%
Coastal Bridge Advisors, LLC	7.40K	Mar 31, 26	-363	0.00%
Strategic Blueprint, LLC	7.37K	Mar 31, 26	-32	0.00%
Envestnet Portfolio Solutions, Inc.	7.35K	Mar 31, 26	-9.89K	0.00%
Ignite Planners, LLC	7.32K	Mar 31, 26	-66	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	7.20K	Mar 31, 26	-1.07K	0.00%
Flaharty Asset Management, LLC	7.11K	Mar 31, 26	-4.28K	0.00%
Capital Planning LLC	6.95K	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	6.89K	Mar 31, 26	-891	0.00%
Integrity Wealth Solutions LLC	6.73K	Mar 31, 26	-713	0.00%
Parallel Advisors, LLC	6.69K	Mar 31, 26	-79	0.00%
Canvas Wealth Advisors, LLC	6.62K	Mar 31, 26	--	0.00%
US BANCORP \DE\	6.58K	Mar 31, 26	-1.39K	0.00%
Nicholas Hoffman & Company, LLC.	6.49K	Mar 31, 26	+18	0.00%
Waverly Advisors, LLC	6.49K	Mar 31, 26	+1.03K	0.00%
Cyndeo Wealth Partners, LLC	6.46K	Mar 31, 26	+712	0.00%
Perennial Investment Advisors, LLC	6.41K	Mar 31, 26	+6.41K	0.00%
Essex Financial Services, Inc.	6.41K	Mar 31, 26	--	0.00%
Navigation Wealth Management, Inc.	6.19K	Mar 31, 26	-296	0.00%
MONECO Advisors, LLC	6.14K	Mar 31, 26	+3.93K	0.00%
Resolute Wealth Strategies, LLC	6.10K	Mar 31, 26	+20	0.00%
Goldstein Advisors, LLC	6.09K	Mar 31, 26	-753	0.00%
First American Bank	6.01K	Mar 31, 26	+2.01K	0.00%
GREEN SQUARE CAPITAL ADVISORS LLC	5.97K	Mar 31, 26	-40.69K	0.00%
Foundations Investment Advisors, LLC	5.95K	Mar 31, 26	-226	0.00%
Inman Jager Wealth Management, LLC	5.92K	Mar 31, 26	--	0.00%
Robertson Stephens Wealth Management, LLC	5.92K	Mar 31, 26	--	0.00%
Arvest Bank Trust Division	5.86K	Mar 31, 26	+5.86K	0.00%
HARBOUR INVESTMENTS, INC.	5.75K	Mar 31, 26	+1.62K	0.00%
Fragasso Group Inc.	5.74K	Mar 31, 26	+5.74K	0.00%
Balboa Wealth Partners	5.74K	Mar 31, 26	-1.16K	0.00%
CARY STREET PARTNERS FINANCIAL LLC	5.71K	Mar 31, 26	-2.38K	0.00%
LifeGuide Financial Advisors, LLC	5.65K	Mar 31, 26	-138	0.00%
Aprio Wealth Management, LLC	5.59K	Mar 31, 26	+5.59K	0.00%
BROWN BROTHERS HARRIMAN & CO	5.43K	Mar 31, 26	--	0.00%
Gemmer Asset Management LLC	5.27K	Mar 31, 26	--	0.00%
NOTTINGHAM ADVISORS, INC.	5.20K	Mar 31, 26	--	0.00%
PINNACLE ASSOCIATES LTD	5.17K	Mar 31, 26	--	0.00%
Pinnacle Wealth Management Advisory Group, LLC	5.17K	Mar 31, 26	--	0.00%
Clark Capital Management Group, Inc.	5.13K	Mar 31, 26	--	0.00%
EAGLE WEALTH STRATEGIES LLC	5.08K	Mar 31, 26	+5.08K	0.00%
Proficio Capital Partners LLC	4.94K	Mar 31, 26	--	0.00%
Mraz, Amerine & Associates, Inc.	4.93K	Mar 31, 26	-173	0.00%
Family Wealth Group, LLC	4.85K	Mar 31, 26	-9	0.00%
Bridgewater Advisors Inc.	4.80K	Mar 31, 26	+354	0.00%
M1 Capital Management LLC	4.79K	Mar 31, 26	+33	0.00%
Pine Valley Investments Ltd Liability Co	4.74K	Mar 31, 26	-14	0.00%
Hobbs Group Advisors, LLC	4.68K	Mar 31, 26	-22	0.00%
Prospera Financial Services Inc	4.64K	Mar 31, 26	-3	0.00%
Dorsey & Whitney Trust CO LLC	4.59K	Mar 31, 26	--	0.00%
Centerline Wealth Advisors, LLC	4.58K	Mar 31, 26	+4.58K	0.00%
Sentinus, LLC	4.52K	Mar 31, 26	-2.40K	0.00%
EP Wealth Advisors, LLC	4.50K	Mar 31, 26	-1.22K	0.00%
FIDUCIENT ADVISORS LLC	4.47K	Mar 31, 26	+4.47K	0.00%
VISIONARY HORIZONS, LLC	4.46K	Mar 31, 26	+4.46K	0.00%
NAPLES GLOBAL ADVISORS, LLC	4.41K	Mar 31, 26	+2	0.00%
Fisher Asset Management, LLC	4.38K	Mar 31, 26	+669	0.00%
Financial Life Planners	4.36K	Mar 31, 26	+19	0.00%
Financial Guidance Group, Inc.	4.28K	Mar 31, 26	--	0.00%
Addison Advisors LLC	4.25K	Mar 31, 26	--	0.00%
Johnson Financial Group, LLC	4.17K	Mar 31, 26	-300	0.00%
VisionPoint Advisory Group, LLC	4.14K	Mar 31, 26	+120	0.00%
Founders Financial Alliance, LLC	4.12K	Mar 31, 26	+4.12K	0.00%
MGO ONE SEVEN LLC	4.08K	Mar 31, 26	+241	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	4.08K	Mar 31, 26	+3.01K	0.00%
Ashton Thomas Private Wealth, LLC	4.02K	Mar 31, 26	-405	0.00%
RFG HOLDINGS, INC.	4.00K	Mar 31, 26	+17	0.00%
VESTIA PERSONAL WEALTH ADVISORS	3.97K	Mar 31, 26	+10	0.00%
Allen Mooney & Barnes Investment Advisors LLC	3.94K	Mar 31, 26	+17	0.00%
WEDBUSH SECURITIES INC	3.93K	Mar 31, 26	+1.52K	0.00%
Wealth Architects, LLC	3.91K	Mar 31, 26	--	0.00%
Collaborative Wealth Managment Inc.	3.89K	Mar 31, 26	-11	0.00%
Blake Schutter Theil Wealth Advisors, LLC	3.84K	Mar 31, 26	+51	0.00%
Tidemark, LLC	3.84K	Mar 31, 26	+3.84K	0.00%
TOBIAS FINANCIAL ADVISORS, INC.	3.83K	Mar 31, 26	--	0.00%
David R. Rahn & Associates Inc.	3.78K	Mar 31, 26	--	0.00%
Sovran Advisors, LLC	3.77K	Mar 31, 26	+3.77K	0.00%
Affiance Financial, LLC	3.76K	Mar 31, 26	--	0.00%
Ausdal Financial Partners, Inc.	3.74K	Mar 31, 26	+200	0.00%
CoreCap Advisors, LLC	3.71K	Mar 31, 26	-226	0.00%
Prudent Man Advisors, LLC	3.65K	Mar 31, 26	-114	0.00%
JOHNSON INVESTMENT COUNSEL INC	3.64K	Mar 31, 26	-202	0.00%
Capital Investment Advisors, LLC	3.64K	Mar 31, 26	+3.64K	0.00%
Gladstone Institutional Advisory LLC	3.63K	Mar 31, 26	+1.34K	0.00%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	3.63K	Mar 31, 26	--	0.00%
1832 Asset Management L.P.	3.62K	Mar 31, 26	+545	0.00%
J.W. COLE ADVISORS, INC.	3.58K	Mar 31, 26	-30	0.00%
EverSource Wealth Advisors, LLC	3.57K	Mar 31, 26	+1.56K	0.00%
CSM Advisors, LLC	3.52K	Mar 31, 26	+3.52K	0.00%
NORTHERN TRUST CORP	3.51K	Mar 31, 26	-38	0.00%
Kingsview Wealth Management, LLC	3.51K	Mar 31, 26	-197	0.00%
Advyzon Investment Management, LLC	3.50K	Mar 31, 26	+689	0.00%
Intrua Financial, LLC	3.49K	Mar 31, 26	+1.09K	0.00%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	3.48K	Mar 31, 26	--	0.00%
AssuredPartners Investment Advisors, LLC	3.47K	Mar 31, 26	+3.47K	0.00%
BRIDGES INVESTMENT MANAGEMENT INC	3.44K	Mar 31, 26	--	0.00%
BOK Financial Private Wealth, Inc.	3.32K	Mar 31, 26	-1.26K	0.00%
BRYN MAWR TRUST Co	3.32K	Mar 31, 26	--	0.00%
BINGHAM PRIVATE WEALTH, LLC	3.31K	Mar 31, 26	--	0.00%
VICUS CAPITAL	3.25K	Mar 31, 26	--	0.00%
BRAUN STACEY ASSOCIATES INC	3.23K	Mar 31, 26	-903	0.00%
SILVER OAK SECURITIES, INCORPORATED	3.22K	Mar 31, 26	-24	0.00%
Global Assets Advisory, LLC	3.20K	Mar 31, 26	+3.20K	0.00%
Tranquility Partners, LLC	3.14K	Mar 31, 26	-35	0.00%
Second Line Capital, LLC	3.13K	Mar 31, 26	+3.13K	0.00%
Cornerstone Wealth Management, LLC	3.04K	Mar 31, 26	+4	0.00%
Clarendon Private LLC	3.03K	Mar 31, 26	+14	0.00%
Compton Financial Group, LLC	3.02K	Mar 31, 26	--	0.00%
NTV ASSET MANAGEMENT LLC	3.00K	Mar 31, 26	--	0.00%
Csenge Advisory Group	3.00K	Mar 31, 26	-604	0.00%
VANGUARD ADVISERS INC	2.99K	Mar 31, 26	+2.99K	0.00%
Petix & Botte Co	2.98K	Mar 31, 26	+2.98K	0.00%
Plancorp, LLC	2.96K	Mar 31, 26	--	0.00%
Simplicity Wealth,LLC	2.94K	Mar 31, 26	-591	0.00%
THOMPSON SIEGEL & WALMSLEY LLC	2.93K	Mar 31, 26	--	0.00%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	2.89K	Mar 31, 26	+70	0.00%
BESSEMER GROUP INC	2.83K	Mar 31, 26	+2.08K	0.00%
McKinley Carter Wealth Services, Inc.	2.82K	Mar 31, 26	+1	0.00%
ABSOLUTE CAPITAL MANAGEMENT, LLC	2.80K	Mar 31, 26	+2.80K	0.00%
Greenspring Advisors, LLC	2.79K	Mar 31, 26	--	0.00%
Sterling Financial Planning, Inc.	2.79K	Mar 31, 26	+12	0.00%
Savvy Advisors, Inc.	2.78K	Mar 31, 26	+400	0.00%
Midwest Trust Co	2.73K	Mar 31, 26	--	0.00%
Legacy Wealth Asset Management, LLC	2.73K	Mar 31, 26	--	0.00%
THOMPSON DAVIS & CO., INC.	2.71K	Mar 31, 26	--	0.00%
W ADVISORS, LLC	2.68K	Mar 31, 26	+253	0.00%
Alteri Wealth LLC	2.64K	Mar 31, 26	-103	0.00%
Baer Investment Advisory LLC	2.58K	Mar 31, 26	+2.58K	0.00%
VICTORY FINANCIAL GROUP, LLC	2.58K	Mar 31, 26	+2.58K	0.00%
Gen-Wealth Partners Inc	2.57K	Mar 31, 26	--	0.00%
Princeton Global Asset Management LLC	2.55K	Mar 31, 26	+99	0.00%
FINANCIAL LIFE ADVISORS	2.54K	Mar 31, 26	--	0.00%
XTX Topco Ltd	2.54K	Mar 31, 26	+2.54K	0.00%
CWC Advisors, LLC.	2.53K	Mar 31, 26	+2.53K	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.45K	Mar 31, 26	--	0.00%
Convergence Financial, LLC	2.44K	Mar 31, 26	+2.44K	0.00%
Modern Wealth Management, LLC	2.39K	Mar 31, 26	+2.39K	0.00%
Advocacy Wealth Management Services, LLC	2.39K	Mar 31, 26	-106	0.00%
Betterment LLC	2.38K	Mar 31, 26	-670	0.00%
CENTAURUS FINANCIAL, INC.	2.37K	Mar 31, 26	-714	0.00%
UNIQUE WEALTH, LLC	2.36K	Mar 31, 26	+2.36K	0.00%
REGIONS FINANCIAL CORP	2.36K	Mar 31, 26	+2.36K	0.00%
Key FInancial Inc	2.36K	Mar 31, 26	+58	0.00%
QRG CAPITAL MANAGEMENT, INC.	2.33K	Mar 31, 26	+2.33K	0.00%
Rossby Financial, LCC	2.31K	Mar 31, 26	+738	0.00%
Newport Capital Group, LLC	2.30K	Mar 31, 26	-82	0.00%
BOS Asset Management, LLC	2.29K	Mar 31, 26	+2.29K	0.00%
AE Wealth Management LLC	2.29K	Mar 31, 26	-574	0.00%
Paragon Private Wealth Management, LLC	2.27K	Mar 31, 26	-975	0.00%
UNIVEST FINANCIAL Corp	2.27K	Mar 31, 26	+2.27K	0.00%
Anson Capital, Inc.	2.26K	Mar 31, 26	-8	0.00%
DecisionMap Wealth Management, LLC	2.25K	Mar 31, 26	-51	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	2.23K	Mar 31, 26	+2.23K	0.00%
Strategic Financial Services, Inc,	2.20K	Mar 31, 26	+2.20K	0.00%
New Covenant Trust Company, N.A.	2.18K	Mar 31, 26	--	0.00%
EWA, LLC	2.18K	Mar 31, 26	+2.18K	0.00%
Occidental Asset Management, LLC	2.17K	Mar 31, 26	-130	0.00%
Level Financial Advisors, Inc.	2.16K	Mar 31, 26	+2.16K	0.00%
EQ LLC	2.15K	Mar 31, 26	+2.15K	0.00%
DHJJ Financial Advisors, Ltd.	2.11K	Mar 31, 26	+2.11K	0.00%
Legacy Bridge, LLC	2.11K	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	2.02K	Mar 31, 26	+1.25K	0.00%
Disciplina Capital Management LLC	1.99K	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	1.95K	Mar 31, 26	-108	0.00%
HUNTINGTON NATIONAL BANK	1.83K	Mar 31, 26	-3.53K	0.00%
LOWE BROCKENBROUGH & CO INC	1.80K	Mar 31, 26	--	0.00%
Fairway Wealth LLC	1.62K	Mar 31, 26	+7	0.00%
ASSETMARK, INC	1.43K	Mar 31, 26	+121	0.00%
MCF Advisors LLC	1.39K	Mar 31, 26	+1.26K	0.00%
NBC SECURITIES, INC.	1.33K	Mar 31, 26	--	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	1.30K	Mar 31, 26	--	0.00%
Archer Investment Corp	1.25K	Mar 31, 26	+1	0.00%
Private Wealth Management Group, LLC	1.22K	Mar 31, 26	--	0.00%
Asset Management One Co., Ltd.	1.20K	Mar 31, 26	+502	0.00%
CENTRAL TRUST Co	1.06K	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	964	Mar 31, 26	+65	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	960	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	946	Mar 31, 26	--	0.00%
Plante Moran Financial Advisors, LLC	858	Mar 31, 26	+858	0.00%
Bogart Wealth, LLC	817	Mar 31, 26	+45	0.00%
MASECO LLP	757	Mar 31, 26	+3	0.00%
Newton One Investments LLC	754	Mar 31, 26	-45	0.00%
Cassaday & Co Wealth Management LLC	709	Mar 31, 26	+709	0.00%
PROATHLETE WEALTH MANAGEMENT LLC	694	Mar 31, 26	--	0.00%
Bell Investment Advisors, Inc	637	Mar 31, 26	--	0.00%
STEPH & CO	632	Mar 31, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	626	Mar 31, 26	+3	0.00%
Ancora Advisors, LLC	610	Mar 31, 26	-190	0.00%
BFSG, LLC	598	Mar 31, 26	--	0.00%
IFP Advisors, Inc	595	Mar 31, 26	+120	0.00%
SITTNER & NELSON, LLC	586	Mar 31, 26	--	0.00%
City State Bank	586	Mar 31, 26	--	0.00%
Operose Advisors LLC	577	Mar 31, 26	+2	0.00%
Qube Research & Technologies Ltd	574	Mar 31, 26	-5.71K	0.00%
Crews Bank & Trust	565	Mar 31, 26	--	0.00%
VICTORY CAPITAL MANAGEMENT INC	562	Mar 31, 26	-12	0.00%
KM Capital Management Ltd.	482	Mar 31, 26	+482	0.00%
Root Financial Partners, LLC	458	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	455	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	452	Mar 31, 26	-337	0.00%
Legacy Wealth Managment, LLC/ID	445	Mar 31, 26	--	0.00%
Register Financial Advisors LLC	432	Mar 31, 26	+44	0.00%
Moisand Fitzgerald Tamayo, LLC	420	Mar 31, 26	--	0.00%
Horizon Investments, LLC	402	Mar 31, 26	+402	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	397	Mar 31, 26	+397	0.00%
Synergy Investment Management, LLC	315	Mar 31, 26	+315	0.00%
Minot DeBlois Advisors LLC	306	Mar 31, 26	+306	0.00%
Insight Inv LLC	287	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	284	Mar 31, 26	+284	0.00%
YANKCOM Partnership	269	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	246	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	239	Mar 31, 26	-16	0.00%
Anchor Investment Management, LLC	229	Mar 31, 26	+35	0.00%
SBI Securities Co., Ltd.	226	Mar 31, 26	+39	0.00%
Piscataqua Savings Bank	216	Mar 31, 26	-50	0.00%
Olistico Wealth, LLC	211	Mar 31, 26	--	0.00%
HHM Wealth Advisors, LLC	204	Mar 31, 26	--	0.00%
Burk Holdings LLC	195	Mar 31, 26	+195	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	179	Mar 31, 26	+1	0.00%
CONSULTIVA WEALTH MANAGEMENT, CORP.	170	Mar 31, 26	--	0.00%
LGT Financial Advisors LLC	160	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	151	Mar 31, 26	+151	0.00%
Lodestone Wealth Management LLC	131	Mar 31, 26	-31	0.00%
GRAND WEALTH MANAGEMENT, LLC	127	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	119	Mar 31, 26	+119	0.00%
Triumph Capital Management	94	Mar 31, 26	-93	0.00%
TD Waterhouse Canada Inc.	93	Mar 31, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	73	Mar 31, 26	+73	0.00%
ROTHSCHILD INVESTMENT LLC	71	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	60	Mar 31, 26	-14	0.00%
CURIO WEALTH, LLC	58	Mar 31, 26	+58	0.00%
AMERIFLEX GROUP, INC.	49	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	46	Mar 31, 26	--	0.00%
DUNCKER STREETT & CO INC	42	Mar 31, 26	+42	0.00%
CALDWELL SUTTER CAPITAL, INC.	42	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	38	Mar 31, 26	-3.01K	0.00%
WealthShield Partners, LLC	35	Mar 31, 26	+35	0.00%
Millstone Evans Group, LLC	28	Mar 31, 26	--	0.00%
Paladin Advisory Group, LLC	28	Mar 31, 26	+2	0.00%
Fairscale Capital, LLC	24	Mar 31, 26	--	0.00%
Creative Capital Management Investments LLC	20	Mar 31, 26	--	0.00%
Beutel, Goodman & Co Ltd.	16	Mar 31, 26	+16	0.00%
Capital Analysts, LLC	11	Mar 31, 26	+11	0.00%
Centennial Bank/AR/	3	Mar 31, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	3	Mar 31, 26	-29	0.00%
RMR Wealth Builders	--	Mar 31, 26	-5.75K	--
3Chopt Investment Partners, LLC	--	Mar 31, 26	-7.80K	--
COOKE & BIELER LP	--	Mar 31, 26	-54.00K	--
Atria Investments, Inc	--	Mar 31, 26	-11.26K	--
TCW GROUP INC	--	Mar 31, 26	-5.84K	--
DecisionPoint Financial, LLC	--	Mar 31, 26	-80	--
HM PAYSON & CO	--	Mar 31, 26	-810	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-3.89K	--
Impact Capital Partners LLC	--	Mar 31, 26	-3.58K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-491	--
Brinker Capital Investments, LLC	--	Mar 31, 26	-7.50K	--
EVERPAR ADVISORS LLC	--	Mar 31, 26	-2.31K	--
MMA ASSET MANAGEMENT LLC	--	Mar 31, 26	-10.86K	--
IFG Advisory, LLC	--	Mar 31, 26	-57.65K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-16.52K	--
MARSHALL WACE, LLP	--	Mar 31, 26	-3.49K	--
Retirement Wealth Solutions LLC	--	Mar 31, 26	-56	--
Carrera Capital Advisors	--	Mar 31, 26	-2.74K	--
BNP PARIBAS ARBITRAGE, SNC	--	Mar 31, 26	-200.00K	--
TWO SIGMA SECURITIES, LLC	--	Mar 31, 26	-4.42K	--
Legal & General Group Plc	--	Mar 31, 26	-313	--
Empowered Funds, LLC	--	Mar 31, 26	-1.53K	--
Integrity Financial Corp /WA	--	Mar 31, 26	-540	--
GGM Financials LLC	--	Mar 31, 26	-138	--
QUADRANT CAPITAL GROUP LLC	--	Mar 31, 26	-353	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-67.91K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-169	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.88K	--
Shade Tree Advisors LLC	--	Mar 31, 26	-8.25K	--
Wealth Preservation Advisors, LLC	--	Mar 31, 26	-28	--
Avant Capital LLC	--	Mar 31, 26	-2.41K	--
Dakota Wealth Management	--	Mar 31, 26	-4.90K	--
SageView Advisory Group, LLC	2.96M	Dec 31, 25	+193.59K	1.49%
COMERICA BANK	353.10K	Dec 31, 25	-4.95K	0.18%
Global Retirement Partners, LLC	319.35K	Dec 31, 25	+13.31K	0.16%
CIBC Private Wealth Group, LLC	142.35K	Dec 31, 25	+141.28K	0.07%
Quent Long Short Global Small Cap Fund, LP	7.45K	Dec 31, 25	+7.45K	0.00%
VANGUARD GROUP INC	2.95K	Dec 31, 25	-290	0.00%
MARYLAND CAPITAL ADVISORS INC.	350	Dec 31, 25	--	0.00%
Main Street Financial Solutions, LLC	--	Dec 31, 25	-7.08K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-223	--
COUNTRY CLUB BANK /GFN	118.78K	Sep 30, 25	+1.47K	0.06%
Glenmede Investment Management, LP	50.48K	Sep 30, 25	+5.82K	0.03%
Accredited Wealth Management, LLC	24.33K	Sep 30, 25	+24.20K	0.01%
PINNACLE FINANCIAL PARTNERS INC	18.54K	Sep 30, 25	+132	0.01%
Moloney Securities Asset Management, LLC	12.69K	Sep 30, 25	--	0.01%
Willow Creek Wealth Management Inc.	11.94K	Sep 30, 25	+7.55K	0.01%
Siligmueller & Norvid Wealth Advisors LLC	5.37K	Sep 30, 25	+5.37K	0.00%
Lokken Investment Group LLC	4.94K	Sep 30, 25	+96	0.00%
JFG Wealth Management, LLC	4.17K	Sep 30, 25	--	0.00%
GRIES FINANCIAL LLC	3.98K	Sep 30, 25	--	0.00%
WETHERBY ASSET MANAGEMENT INC	3.83K	Sep 30, 25	-83	0.00%
Wealthstream Advisors, Inc.	2.79K	Sep 30, 25	--	0.00%
Guerra Advisors Inc	1.29K	Sep 30, 25	+1.29K	0.00%
Stuart Chaussee & Associates, Inc.	467	Sep 30, 25	--	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-6.82K	--
Congress Wealth Management LLC / DE /	409.97K	Jun 30, 25	+90.55K	0.21%
First Horizon Advisors, Inc.	71.96K	Jun 30, 25	-289	0.04%
AVANTAX ADVISORY SERVICES, INC.	26.72K	Jun 30, 25	+2.39K	0.01%
DHK Financial Advisors, Inc.	16.96K	Jun 30, 25	-16.96K	0.01%
Atria Wealth Solutions, Inc.	16.03K	Jun 30, 25	-36.57K	0.01%
Kings Path Partners LLC	8.42K	Jun 30, 25	--	0.00%
Benchmark Wealth Management, LLC	7.80K	Jun 30, 25	-50	0.00%
Centricity Wealth Management, LLC	6.16K	Jun 30, 25	--	0.00%
PrairieView Partners, LLC	4.57K	Jun 30, 25	--	0.00%
Moser Wealth Advisors, LLC	2.31K	Jun 30, 25	--	0.00%
Legacy Investment Solutions, LLC	575	Jun 30, 25	+575	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-1.18K	--
CAROLINAS WEALTH CONSULTING LLC	264.41K	Mar 31, 25	-2.07K	0.13%
BluePointe Capital Management, LLC	44.89K	Mar 31, 25	+1.91K	0.02%
Schechter Investment Advisors, LLC	13.53K	Mar 31, 25	--	0.01%
Marcum Wealth, LLC	10.15K	Mar 31, 25	-5	0.01%
Coordinated Financial Services, Inc./CO	2.60K	Mar 31, 25	+2.60K	0.00%
Orion Portfolio Solutions, LLC	2.58K	Mar 31, 25	+2.58K	0.00%
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income	86.81K	Dec 31, 24	-4.73K	0.04%
Edge Capital Group, LLC	14.90K	Dec 31, 24	-1.22K	0.01%
SignalPoint Asset Management, LLC	3.54K	Dec 31, 24	-11	0.00%
Wellington Wealth Strategies, LLC.	2.73K	Dec 31, 24	+2.73K	0.00%
RAYMOND JAMES & ASSOCIATES	902.60K	Sep 30, 24	+149.03K	0.46%
Pegasus Partners Ltd.	257.46K	Sep 30, 24	-11.04K	0.13%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	212.65K	Sep 30, 24	+2.09K	0.11%
Raymond James Financial Services Advisors, Inc.	198.47K	Sep 30, 24	+34.15K	0.10%
Diversified, LLC	41.23K	Sep 30, 24	+3.25K	0.02%
RAYMOND JAMES TRUST N.A.	22.41K	Sep 30, 24	+100	0.01%
Carmichael Hill & Associates, Inc.	6.47K	Sep 30, 24	+312	0.00%
FinTrust Capital Advisors, LLC	1.99K	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	290	Sep 30, 24	--	0.00%
VitalStone Financial, LLC	1	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	8.06K	Jun 30, 24	-1.09K	0.00%
Crestone Asset Management LLC	546.07K	Mar 31, 24	+39.44K	0.28%
Cetera Advisor Networks LLC	190.17K	Mar 31, 24	-12.79K	0.10%
Bromfield Sneider Wealth Advisors	20.37K	Mar 31, 24	+3.46K	0.01%
Cetera Advisors LLC	17.76K	Mar 31, 24	+12.63K	0.01%
TELEMUS CAPITAL, LLC	10.47K	Dec 31, 23	+10.47K	0.01%
Simplicity Solutions, LLC	5.13K	Dec 31, 23	+293	0.00%
Regal Wealth Group, Inc.	4.60K	Dec 31, 23	+4.60K	0.00%
PATHSTONE FAMILY OFFICE, LLC	407.40K	Sep 30, 23	-52.21K	0.21%
COLONY GROUP LLC	314.30K	Sep 30, 23	-2.46K	0.16%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	108.10K	Sep 30, 23	-10.79K	0.05%
COMERICA SECURITIES,INC.	12.02K	Sep 30, 23	+5.05K	0.01%
Column Capital Advisors, LLC	156	Sep 30, 23	--	0.00%
TIAA, FSB	3.23M	Jun 30, 23	+5.18K	1.63%
Veritable, L.P.	3.96K	Jun 30, 23	--	0.00%
Kalos Management, Inc.	--	Jun 30, 23	-55	--
Fullen Financial Group	12.80K	Mar 31, 23	+63	0.01%
Parsec Financial Management, Inc.	6.75K	Mar 31, 23	-55	0.00%
Jenkins Wealth	6.23K	Dec 31, 22	+6.23K	0.00%
YorkBridge Wealth Partners, LLC	6.00K	Dec 31, 22	+1.91K	0.00%
Integrity Advisory, LLC	5.14K	Dec 31, 22	+5.14K	0.00%
Round Table Services, LLC	88.56K	Sep 30, 22	+68.09K	0.04%
55I, LLC	68.76K	Sep 30, 22	+62.95K	0.03%
FourThought Financial, LLC	41.47K	Sep 30, 22	+969	0.02%
CPWM, LLC	13.63K	Sep 30, 22	+2.10K	0.01%
REGENTATLANTIC CAPITAL LLC	9.05K	Sep 30, 22	+4.55K	0.00%
American Portfolios Advisors	8.01K	Sep 30, 22	+29	0.00%
MUFG Americas Holdings Corp	1.06K	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	192	Sep 30, 22	+192	0.00%
EATON VANCE MANAGEMENT	--	Sep 30, 22	-7.82K	--
Private Capital Group, LLC	1.53K	Jun 30, 22	-7.66K	0.00%
Fieldpoint Private Securities, LLC	144	Jun 30, 22	--	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	31.57K	Mar 31, 22	-42.17K	0.02%
Financial Planners of Cleveland, Inc.	17.27K	Mar 31, 22	+12.68K	0.01%
Lenox Wealth Advisors, LLC	1.37K	Mar 31, 22	-1.36K	0.00%
IndexIQ Advisors LLC	957	Mar 31, 22	-1.17K	0.00%
Permit Capital Advisors, LLC	480	Mar 31, 22	+480	0.00%
Freedman Financial Associates, Inc.	314	Mar 31, 22	--	0.00%
Crescent Capital Consulting, LLC	156.98K	Dec 31, 21	+1.96K	0.08%
Carroll Financial Associates, Inc.	5.46K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	2.51K	Dec 31, 21	+1.63K	0.00%
MD Financial Management Inc.	148	Dec 31, 21	+148	0.00%
LEVEL FOUR FINANCIAL, LLC	4.63K	Sep 30, 21	+22	0.00%
Covenant Multifamily Offices, LLC	4.11K	Sep 30, 21	--	0.00%
Hoover Financial Advisors, Inc.	456.99K	Jun 30, 21	+9.39K	0.23%
Pinnacle Wealth Advisors	16.64K	Jun 30, 21	+16.64K	0.01%
ETRADE Capital Management LLC	1.93K	Sep 30, 20	+1.93K	0.00%
PHH Investments, Ltd.	261.92K	Dec 31, 19	+11.42K	0.13%
Advisor Group, Inc.	26.31K	Dec 31, 19	-3.55K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.71K	Dec 31, 19	-3.35K	0.00%
SUNTRUST BANKS INC	507.41K	Sep 30, 19	+36.29K	0.26%
KLS Professional Advisors Group, LLC	31.15K	Jun 30, 19	-1.64K	0.02%
Lourd Capital, LLC	2.38K	Jun 30, 19	+12	0.00%
COMERICA SECURITIES INC	--	Dec 31, 18	-2.95K	--
Edge Advisors, LLC	400	Jun 30, 18	--	0.00%
IFC Holdings Incorporated/FL	5.14K	Dec 31, 17	+324	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-6.90K	--
Commonwealth Equity Services, Inc	48.09K	Jun 30, 17	-174	0.02%
MSI Financial Services Inc	66	Dec 31, 16	--	0.00%
Pinnacle Summer Investments, Inc.	2.26K	Dec 31, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	13.20K	Jun 30, 15	-703	0.01%
BAIRD ROBERT W & CO INC /WI/	6.57K	Mar 31, 15	--	0.00%
UBS AG	65.23K	Sep 30, 14	+6.05K	0.03%

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Holder

Date

Change

% Held

UBS Group AG

31.31M

Mar 31, 26

+28.66M

15.80%

LPL Financial LLC

26.15M

Mar 31, 26

+14.73M

13.20%

BANK OF AMERICA CORP /DE/

22.99M

Mar 31, 26

-2.02M

11.60%

UBS ASSET MANAGEMENT AMERICAS INC

6.60M

Mar 31, 26

+5.26M

3.33%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

5.78M

Mar 31, 26

+5.78M

2.92%

MORGAN STANLEY

5.75M

Mar 31, 26

+220.61K

2.90%

Creative Planning

2.99M

Mar 31, 26

+2.92M

1.51%

GOLDMAN SACHS GROUP INC

2.37M

Mar 31, 26

-315.19K

1.20%

Phoenix Holdings Ltd.

2.36M

Mar 31, 26

1.19%

ENVESTNET ASSET MANAGEMENT INC

2.24M

Mar 31, 26

+433.82K

1.13%

Janney Montgomery Scott LLC

1.72M

Mar 31, 26

+60.23K

0.87%

WELLS FARGO & COMPANY/MN

1.57M

Mar 31, 26

+166.90K

0.79%

RAYMOND JAMES FINANCIAL INC

1.55M

Mar 31, 26

+13.28K

0.78%

COMMONWEALTH EQUITY SERVICES, LLC

1.49M

Mar 31, 26

+47.59K

0.75%

TRUIST FINANCIAL CORP

1.37M

Mar 31, 26

-91.01K

0.69%

Pathstone Holdings, LLC

1.19M

Mar 31, 26

-18.51K

0.60%

AMERIPRISE FINANCIAL INC

1.18M

Mar 31, 26

+335.78K

0.59%

Aaron Wealth Advisors LLC

1.09M

Mar 31, 26

+210.37K

0.55%

CITIGROUP INC

1.04M

Mar 31, 26

-31.36K

0.53%

ADVISOR GROUP HOLDINGS, INC.

963.52K

Mar 31, 26

-18.45K

0.49%

Equitable Holdings, Inc.

937.17K

Mar 31, 26

+67.23K

0.47%

Global Strategic Investment Solutions, LLC

915.96K

Mar 31, 26

+13.40K

0.46%

WestHill Financial Advisors, Inc.

749.98K

Mar 31, 26

-1.69K

0.38%

PNC FINANCIAL SERVICES GROUP, INC.

724.51K

Mar 31, 26

-47.33K

0.37%

ROYAL BANK OF CANADA

708.14K

Mar 31, 26

+76.56K

0.36%

Adventist Health System/ West

692.80K

Mar 31, 26

0.35%

JPMORGAN CHASE & CO

658.26K

Mar 31, 26

+71.84K

0.33%

Hapanowicz & Associates Financial Services, Inc

615.77K

Mar 31, 26

+5.65K

0.31%

JONES FINANCIAL COMPANIES LLLP

566.28K

Mar 31, 26

+278.42K

0.29%

Rockefeller Capital Management L.P.

550.37K

Mar 31, 26

+24.56K

0.28%

TIAA TRUST, NATIONAL ASSOCIATION

543.87K

Mar 31, 26

-4.18M

0.27%

SILVERCREST ASSET MANAGEMENT GROUP LLC

533.34K

Mar 31, 26

+168.42K

0.27%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

512.01K

Mar 31, 26

-14.31K

0.26%

HighTower Advisors, LLC

505.86K

Mar 31, 26

+22.62K

0.26%

EXCHANGE TRADED CONCEPTS, LLC

455.69K

Mar 31, 26

+13.62K

0.23%

WELLINGTON MANAGEMENT GROUP LLP

453.81K

Mar 31, 26

+186.23K

0.23%

Parkside Financial Bank & Trust

398.46K

Mar 31, 26

+11.87K

0.20%

Brio Consultants, LLC

387.18K

Mar 31, 26

+12.71K

0.20%

Private Advisor Group, LLC

377.09K

Mar 31, 26

+81.60K

0.19%

CONDOR CAPITAL MANAGEMENT

375.90K

Mar 31, 26

-2.87K

0.19%

Sequoia Financial Advisors, LLC

374.19K

Mar 31, 26

-12.02K

0.19%

FIFTH THIRD BANCORP

357.34K

Mar 31, 26

+354.93K

0.18%

MML INVESTORS SERVICES, LLC

353.42K

Mar 31, 26

-39.13K

0.18%

CAPTRUST FINANCIAL ADVISORS

339.96K

Mar 31, 26

+32.65K

0.17%

Bernardo Wealth Planning LLC

336.02K

Mar 31, 26

-6

0.17%

Wealth Dimensions Group, Ltd.

333.78K

Mar 31, 26

+2.51K

0.17%

Colony Group, LLC

327.01K

Mar 31, 26

-40

0.17%

Cetera Investment Advisers

312.24K

Mar 31, 26

+4.53K

0.16%

Baird Financial Group, Inc.

307.47K

Mar 31, 26

+41.03K

0.16%

Windward Private Wealth Management Inc.

305.78K

Mar 31, 26

-3.41K

0.15%

Callan Family Office, LLC

283.78K

Mar 31, 26

-4.69K

0.14%

Lido Advisors, LLC

279.08K

Mar 31, 26

-44.44K

0.14%

Beacon Pointe Advisors, LLC

277.25K

Mar 31, 26

+45.97K

0.14%

COMMERCE BANK

275.47K

Mar 31, 26

-13.94K

0.14%

Verdence Capital Advisors LLC

272.25K

Mar 31, 26

-105.89K

0.14%

Clearstead Advisors, LLC

252.05K

Mar 31, 26

+805

0.13%

FSM Wealth Advisors, LLC

235.43K

Mar 31, 26

+16.74K

0.12%

Mariner, LLC

234.49K

Mar 31, 26

+40.80K

0.12%

THRIVENT FINANCIAL FOR LUTHERANS

227.99K

Mar 31, 26

+57.08K

0.12%

Financial Synergies Wealth Advisors, Inc.

218.38K

Mar 31, 26

-2.88K

0.11%

Waldron Private Wealth LLC

215.27K

Mar 31, 26

+10.71K

0.11%

Balentine LLC

180.17K

Mar 31, 26

-9.02K

0.09%

M&T BANK CORP

174.59K

Mar 31, 26

-98.90K

0.09%

Arrowroot Family Office, LLC

173.97K

Mar 31, 26

+8.00K

0.09%

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

164.86K

Mar 31, 26

-53.48K

0.08%

Integrated Wealth Concepts LLC

163.76K

Mar 31, 26

+84.90K

0.08%

Kestra Advisory Services, LLC

148.14K

Mar 31, 26

+19.58K

0.07%

FIRST NATIONAL BANK OF OMAHA

147.82K

Mar 31, 26

+27.14K

0.07%

FourThought Financial Partners, LLC

139.70K

Mar 31, 26

-2.56K

0.07%

Allworth Financial LP

133.27K

Mar 31, 26

-5.55K

0.07%

Brand Asset Management Group, Inc.

131.63K

Mar 31, 26

+17.32K

0.07%

NATIXIS ADVISORS, L.P.

130.46K

Mar 31, 26

+104.60K

0.07%

MJP ASSOCIATES INC /ADV

130.34K

Mar 31, 26

+14.02K

0.07%

Advisor OS, LLC

130.26K

Mar 31, 26

+13.94K

0.07%

Perigon Wealth Management, LLC

126.88K

Mar 31, 26

+74.77K

0.06%

FIFTH THIRD SECURITIES, INC.

125.86K

Mar 31, 26

-8.21K

0.06%

Quantinno Capital Management LP

125.14K

Mar 31, 26

-5.08K

0.06%

Centric Wealth Management

120.93K

Mar 31, 26

+3.37K

0.06%

WILEY BROS.-AINTREE CAPITAL, LLC

118.86K

Mar 31, 26

+29.92K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

115.93K

Mar 31, 26

-118.44K

0.06%

HIGHLINE WEALTH PARTNERS LLC

113.16K

Mar 31, 26

+4.39K

0.06%

One Capital Management, LLC

111.53K

Mar 31, 26

+34.35K

0.06%

Geneos Wealth Management Inc.

104.43K

Mar 31, 26

+1.06K

0.05%

FIRST MERCHANTS CORP

97.10K

Mar 31, 26

+9.60K

0.05%

Fund Evaluation Group, LLC

96.00K

Mar 31, 26

+9.60K

0.05%

TD PRIVATE CLIENT WEALTH LLC

94.86K

Mar 31, 26

+1.95K

0.05%

NewEdge Advisors, LLC

92.32K

Mar 31, 26

+1.10K

0.05%

RENAISSANCE TECHNOLOGIES LLC

84.60K

Mar 31, 26

+67.60K

0.04%

FRANKLIN RESOURCES INC

83.18K

Mar 31, 26

-14.68K

0.04%

SENTINEL WEALTH MANAGEMENT, INC.

79.26K

Mar 31, 26

+2.91K

0.04%

BROWN ADVISORY INC

78.96K

Mar 31, 26

+406

0.04%

Summit Financial, LLC

78.24K

Mar 31, 26

+21.74K

0.04%

FMR LLC

78.15K

Mar 31, 26

+26.73K

0.04%

IEQ CAPITAL, LLC

76.31K

Mar 31, 26

+776

0.04%

Kera Capital Partners, Inc.

76.05K

Mar 31, 26

+1.65K

0.04%

MISSION WEALTH MANAGEMENT, LP

75.22K

Mar 31, 26

-1.24K

0.04%

Savant Capital, LLC

72.87K

Mar 31, 26

+2.56K

0.04%

Moran Wealth Management, LLC

72.73K

Mar 31, 26

+72.73K

0.04%

ASPIRIANT, LLC

72.30K

Mar 31, 26

0.04%

BOKF, NA

71.61K

Mar 31, 26

+5.04K

0.04%

Symphony Financial, Ltd. Co.

70.93K

Mar 31, 26

+2.39K

0.04%

STIFEL FINANCIAL CORP

69.93K

Mar 31, 26

-7.74K

0.04%

Mutual Advisors, LLC

69.85K

Mar 31, 26

+1.74K

0.04%

Sanctuary Advisors, LLC

65.81K

Mar 31, 26

-25.62K

0.03%

KANAWHA CAPITAL MANAGEMENT LLC

65.38K

Mar 31, 26

+6.51K

0.03%

Curtis Advisory Group, LLC

64.83K

Mar 31, 26

-1.03K

0.03%

Zhang Financial LLC

63.83K

Mar 31, 26

+15.49K

0.03%

GOLDEN ROAD ADVISORS LLC

62.99K

Mar 31, 26

-358

0.03%

Integrated Investment Consultants, LLC

61.51K

Mar 31, 26

+4.64K

0.03%

Fidelis Capital Partners, LLC

60.45K

Mar 31, 26

-3.32K

0.03%

SWAN Capital LLC

59.76K

Mar 31, 26

-10.70K

0.03%

Focused Wealth Management, Inc

58.61K

Mar 31, 26

-294

0.03%

GLENMEDE TRUST CO NA

58.06K

Mar 31, 26

+6.09K

0.03%

Jordan Park Group LLC

57.05K

Mar 31, 26

0.03%

BLAIR WILLIAM & CO/IL

55.49K

Mar 31, 26

+7.19K

0.03%

PRINCIPAL FINANCIAL GROUP INC

55.45K

Mar 31, 26

-3.37K

0.03%

AMG National Trust Bank

54.35K

Mar 31, 26

+8.47K

0.03%

Cambridge Investment Research Advisors, Inc.

53.23K

Mar 31, 26

+1.59K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

52.12K

Mar 31, 26

+1.90K

0.03%

Optas, LLC

51.06K

Mar 31, 26

-522

0.03%

Allspring Global Investments Holdings, LLC

50.91K

Mar 31, 26

-24.10K

0.03%

VANCE WEALTH, INC.

50.76K

Mar 31, 26

-2.25K

0.03%

Relyea Zuckerberg Hanson LLC

48.46K

Mar 31, 26

+3.22K

0.02%

Cerity Partners LLC

48.19K

Mar 31, 26

+178

0.02%

RFG Advisory, LLC

47.71K

Mar 31, 26

+9.05K

0.02%

Smartleaf Asset Management LLC

47.26K

Mar 31, 26

+2.65K

0.02%

WESTWOOD HOLDINGS GROUP INC

47.23K

Mar 31, 26

-39.88K

0.02%

Corundum Group, Inc.

47.16K

Mar 31, 26

+6.82K

0.02%

Badgley Phelps Wealth Managers, LLC

45.92K

Mar 31, 26

-15.12K

0.02%

Steward Partners Investment Advisory, LLC

45.40K

Mar 31, 26

+34.34K

0.02%

LEUTHOLD GROUP, LLC

45.23K

Mar 31, 26

0.02%

VERUS WEALTH MANAGEMENT, LLC

44.61K

Mar 31, 26

+1.51K

0.02%

Stonehage Fleming Financial Services Holdings Ltd

44.59K

Mar 31, 26

+30.06K

0.02%

XML Financial, LLC

44.24K

Mar 31, 26

+44.24K

0.02%

MetLife Investment Management, LLC

43.87K

Mar 31, 26

0.02%

Boulder Wealth Advisors, LLC

42.59K

Mar 31, 26

+42.59K

0.02%

Tower Research Capital LLC (TRC)

42.09K

Mar 31, 26

+42.06K

0.02%

Westshore Wealth, LLC

41.11K

Mar 31, 26

+3.88K

0.02%

Tennessee Valley Asset Management Partners

40.97K

Mar 31, 26

+3.18K

0.02%

Rialto Wealth Management, LLC

40.42K

Mar 31, 26

+42

0.02%

MAI Capital Management

40.19K

Mar 31, 26

+293

0.02%

Mount Yale Investment Advisors, LLC

40.18K

Mar 31, 26

+40.18K

0.02%

Vestmark Advisory Solutions, Inc.

40.18K

Mar 31, 26

+40.18K

0.02%

ZACKS INVESTMENT MANAGEMENT

39.53K

Mar 31, 26

-14.02K

0.02%

HSBC HOLDINGS PLC

39.16K

Mar 31, 26

0.02%

Quotient Wealth Partners, LLC

38.30K

Mar 31, 26

+12.02K

0.02%

Sage Mountain Advisors LLC

38.24K

Mar 31, 26

-224

0.02%

Dana Investment Advisors, Inc.

37.67K

Mar 31, 26

+1.37K

0.02%

Modera Wealth Management, LLC

36.30K

Mar 31, 26

+743

0.02%

Diversified Enterprises, LLC

35.49K

Mar 31, 26

-62.92K

0.02%

FIRST MANHATTAN CO. LLC.

35.00K

Mar 31, 26

-489

0.02%

FULTON BANK, N.A.

34.84K

Mar 31, 26

-479

0.02%

Pensionmark Financial Group, LLC

33.55K

Mar 31, 26

+516

0.02%

FLOW TRADERS U.S. LLC

32.61K

Mar 31, 26

+1.17K

0.02%

Mill Creek Capital Advisors, LLC

32.51K

Mar 31, 26

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

31.80K

Mar 31, 26

-8.21K

0.02%

WFA of San Diego, LLC

31.14K

Mar 31, 26

-1.19K

0.02%

HB Wealth Management, LLC

31.07K

Mar 31, 26

+135

0.02%

LBJ Family Wealth Advisors, Ltd.

29.66K

Mar 31, 26

+1.33K

0.01%

Mesirow Financial Investment Management, Inc.

29.52K

Mar 31, 26

+5.35K

0.01%

Farther Finance Advisors, LLC

29.43K

Mar 31, 26

-39

0.01%

JANE STREET GROUP, LLC

28.13K

Mar 31, 26

+28.13K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

27.98K

Mar 31, 26

-142

0.01%

Axis Wealth Partners, LLC

27.79K

Mar 31, 26

+1.07K

0.01%

MONEY CONCEPTS CAPITAL CORP

27.37K

Mar 31, 26

+2.40K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

27.35K

Mar 31, 26

+14.15K

0.01%

Aurelius Family Office LLC

26.92K

Mar 31, 26

+835

0.01%

GeoWealth Management, LLC

26.19K

Mar 31, 26

+7.91K

0.01%

Envision Financial LLC

25.95K

Mar 31, 26

-6.24K

0.01%

PRIVATE TRUST CO NA

25.33K

Mar 31, 26

+14.07K

0.01%

Wedmont Private Capital

25.25K

Mar 31, 26

-2.19K

0.01%

Wealthcare Advisory Partners LLC

25.21K

Mar 31, 26

-4.32K

0.01%

Andina Capital Management, LLC

25.17K

Mar 31, 26

-9.78K

0.01%

Embree Financial Group

24.27K

Mar 31, 26

0.01%

Brightwater Advisory LLC

23.98K

Mar 31, 26

+5.19K

0.01%

AQR CAPITAL MANAGEMENT LLC

23.93K

Mar 31, 26

+13.07K

0.01%

Lee-Kelleher Wealth Management

23.84K

Mar 31, 26

0.01%

WESPAC Advisors, LLC

23.31K

Mar 31, 26

+23.31K

0.01%

BANK OF MONTREAL /CAN/

23.31K

Mar 31, 26

-18.92K

0.01%

Fortitude Family Office, LLC

23.10K

Mar 31, 26

0.01%

D.A. DAVIDSON & CO.

22.67K

Mar 31, 26

-1.40K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

22.11K

Mar 31, 26

-2.30K

0.01%

Cairn Investment Group, Inc.

21.90K

Mar 31, 26

-690

0.01%

Aureus Asset Management, LLC

21.86K

Mar 31, 26

0.01%

Institute for Wealth Management, LLC.

21.57K

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

21.47K

Mar 31, 26

+2.57K

0.01%

Ridgewood Investments LLC

20.83K

Mar 31, 26

+20.83K

0.01%

PARK AVENUE SECURITIES LLC

20.65K

Mar 31, 26

+3.38K

0.01%

Bruce G. Allen Investments, LLC

20.07K

Mar 31, 26

0.01%

Richmond Investment Services, LLC

19.91K

Mar 31, 26

+12.40K

0.01%

Wealthspire Advisors, LLC

19.86K

Mar 31, 26

+1.15K

0.01%

M3 Advisory Group, LLC

19.42K

Mar 31, 26

0.01%

Goelzer Investment Management, Inc.

19.30K

Mar 31, 26

+30

0.01%

TUDOR INVESTMENT CORP ET AL

18.94K

Mar 31, 26

-7.52K

0.01%

LPWM LLC

18.71K

Mar 31, 26

-1.38K

0.01%

CI Private Wealth, LLC

18.52K

Mar 31, 26

-20.12K

0.01%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

18.11K

Mar 31, 26

+18.11K

0.01%

SRS Capital Advisors, Inc.

18.02K

Mar 31, 26

+3.85K

0.01%

Independent Advisor Alliance

17.89K

Mar 31, 26

+17.89K

0.01%

COZAD ASSET MANAGEMENT INC

17.87K

Mar 31, 26

+167

0.01%

Eqis Capital Management, Inc.

17.44K

Mar 31, 26

+977

0.01%

Clarion Wealth Managment Partners, LLC

17.29K

Mar 31, 26

-176

0.01%

Winthrop Advisory Group LLC

17.07K

Mar 31, 26

+9.31K

0.01%

Americana Partners, LLC

16.57K

Mar 31, 26

-834

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

16.56K

Mar 31, 26

+1.42K

0.01%

Western Wealth Management, LLC

16.23K

Mar 31, 26

+85

0.01%

Arbor Investment Advisors, LLC

16.13K

Mar 31, 26

-1.11K

0.01%

Horizon Investment Services, LLC

15.96K

Mar 31, 26

0.01%

Diversified Portfolios, Inc.

15.93K

Mar 31, 26

0.01%

SAPIENT CAPITAL LLC

15.74K

Mar 31, 26

+31

0.01%

Accurate Wealth Management, LLC

15.50K

Mar 31, 26

-7.49K

0.01%

Nadler Financial Group, Inc.

15.38K

Mar 31, 26

+10

0.01%

Stonebridge Financial Planning Group, LLC

15.03K

Mar 31, 26

0.01%

MACROVIEW INVESTMENT MANAGEMENT LLC

15.01K

Mar 31, 26

+203

0.01%

ROFFMAN MILLER ASSOCIATES INC /PA/

14.75K

Mar 31, 26

+57

0.01%

TCG Advisory Services, LLC

14.70K

Mar 31, 26

0.01%

Chicago Partners Investment Group LLC

14.58K

Mar 31, 26

-127

0.01%

Atlanta Consulting Group Advisors, LLC

14.47K

Mar 31, 26

+1.14K

0.01%

Gotham Asset Management, LLC

14.37K

Mar 31, 26

0.01%

FIRST HORIZON CORP

14.20K

Mar 31, 26

+524

0.01%

Verum Partners LLC

14.07K

Mar 31, 26

-247

0.01%

1900 WEALTH MANAGEMENT LLC

14.00K

Mar 31, 26

0.01%

Total Clarity Wealth Management, Inc.

13.58K

Mar 31, 26

+6.33K

0.01%

Allegiance Financial Group Advisory Services LLC

13.18K

Mar 31, 26

-1.76K

0.01%

Trilogy Capital Inc.

13.06K

Mar 31, 26

+2.72K

0.01%

CONTINENTAL INVESTORS SERVICES, INC.

13.05K

Mar 31, 26

+4.94K

0.01%

NorthRock Partners, LLC

13.03K

Mar 31, 26

+97

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

12.73K

Mar 31, 26

+74

0.01%

Gateway Wealth Partners, LLC

12.54K

Mar 31, 26

+12.54K

0.01%

BAKER BOYER NATIONAL BANK

12.38K

Mar 31, 26

0.01%

Inspire Advisors, LLC

12.31K

Mar 31, 26

+7.37K

0.01%

Bleakley Financial Group, LLC

12.11K

Mar 31, 26

-15

0.01%

SCS Capital Management LLC

12.04K

Mar 31, 26

0.01%

Advisory Services Network, LLC

11.95K

Mar 31, 26

-3.10K

0.01%

DAVIDSON TRUST CO

11.85K

Mar 31, 26

-1.16K

0.01%

HIGHLAND CAPITAL MANAGEMENT, LLC

11.72K

Mar 31, 26

-104.14K

0.01%

CBIZ Investment Advisory Services, LLC

11.67K

Mar 31, 26

-81

0.01%

JFS WEALTH ADVISORS, LLC

11.56K

Mar 31, 26

0.01%

Ballentine Partners, LLC

11.52K

Mar 31, 26

+11.52K

0.01%

VestGen Advisors, LLC

11.43K

Mar 31, 26

+2.83K

0.01%

Concurrent Investment Advisors, LLC

11.34K

Mar 31, 26

+593

0.01%

DAVENPORT & Co LLC

11.27K

Mar 31, 26

-140.91K

0.01%

RMB Capital Management, LLC

11.03K

Mar 31, 26

+1.13K

0.01%

FIDUCIARY TRUST CO

10.99K

Mar 31, 26

-955

0.01%

Arkadios Wealth Advisors

10.98K

Mar 31, 26

+10.98K

0.01%

AdvisorNet Financial, Inc

10.96K

Mar 31, 26

-2.62K

0.01%

YARGER WEALTH STRATEGIES, LLC

10.79K

Mar 31, 26

-2.54K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

10.79K

Mar 31, 26

+2.42K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

10.72K

Mar 31, 26

+47

0.01%

Indiana Trust & Investment Management CO

10.60K

Mar 31, 26

0.01%

Schneider Downs Wealth Management Advisors, LP

10.53K

Mar 31, 26

-61

0.01%

Merit Financial Group, LLC

10.42K

Mar 31, 26

+7.52K

0.01%

SUMMIT WEALTH GROUP LLC / CO

10.41K

Mar 31, 26

+7.58K

0.01%

SCRATCH CAPITAL LLC

10.39K

Mar 31, 26

0.01%

BlackRock, Inc.

10.38K

Mar 31, 26

+3.61K

0.01%

TRUE Private Wealth Advisors

10.23K

Mar 31, 26

-260

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

10.15K

Mar 31, 26

0.01%

CITY HOLDING CO

9.90K

Mar 31, 26

0.00%

CWM, LLC

9.85K

Mar 31, 26

+296

0.00%

Chicago Capital, LLC

9.71K

Mar 31, 26

0.00%

VERUS CAPITAL PARTNERS, LLC

9.70K

Mar 31, 26

+6.04K

0.00%

TOWER BRIDGE ADVISORS

9.62K

Mar 31, 26

+9.62K

0.00%

Coordinated Financial Services, Inc.

9.60K

Mar 31, 26

+2.64K

0.00%

INVESTMENT PARTNERS, LTD.

9.51K

Mar 31, 26

+3.12K

0.00%

ELEVATUS WELATH MANAGEMENT

9.50K

Mar 31, 26

+33

0.00%

CreativeOne Wealth, LLC

9.31K

Mar 31, 26

+278

0.00%

Clare Market Investments LLC

9.07K

Mar 31, 26

+9.07K

0.00%

PRINCIPAL SECURITIES, INC.

9.04K

Mar 31, 26

+956

0.00%

OPPENHEIMER & CO INC

8.98K

Mar 31, 26

-205

0.00%

Braun-Bostich & Associates Inc.

8.97K

Mar 31, 26

+199

0.00%

DiNuzzo Private Wealth, Inc.

8.90K

Mar 31, 26

0.00%

Stratos Wealth Partners, LTD.

8.76K

Mar 31, 26

+311

0.00%

Miracle Mile Advisors, LLC

8.65K

Mar 31, 26

0.00%

Principal Street Partners, LLC

8.55K

Mar 31, 26

0.00%

CHOREO, LLC

8.55K

Mar 31, 26

+3.52K

0.00%

SAGESPRING WEALTH PARTNERS, LLC

8.34K

Mar 31, 26

+4.77K

0.00%

Essex Savings Bank

8.28K

Mar 31, 26

-300

0.00%

BERKSHIRE ASSET MANAGEMENT LLC/PA

8.13K

Mar 31, 26

-2.25K

0.00%

Aptus Capital Advisors, LLC

8.06K

Mar 31, 26

-72

0.00%

Hirtle Callaghan & Co LLC

7.95K

Mar 31, 26

0.00%

Diversified Trust Co

7.88K

Mar 31, 26

+2.62K

0.00%

Seven Post Investment Office LP

7.83K

Mar 31, 26

0.00%

B. Riley Wealth Advisors, Inc.

7.80K

Mar 31, 26

+382

0.00%

Stratos Wealth Advisors, LLC

7.73K

Mar 31, 26

-217

0.00%

TrueWealth Financial Partners

7.66K

Mar 31, 26

+7.66K

0.00%

Rodgers & Associates, LTD

7.51K

Mar 31, 26

-105

0.00%

Sigma Planning Corp

7.51K

Mar 31, 26

-574

0.00%

Cresset Asset Management, LLC

7.46K

Mar 31, 26

-216.06K

0.00%

Quent Capital, LLC

7.45K

Mar 31, 26

0.00%

Bank of New York Mellon Corp

7.45K

Mar 31, 26

+109

0.00%

Coastal Bridge Advisors, LLC

7.40K

Mar 31, 26

-363

0.00%

Strategic Blueprint, LLC

7.37K

Mar 31, 26

-32

0.00%

Envestnet Portfolio Solutions, Inc.

7.35K

Mar 31, 26

-9.89K

0.00%

Ignite Planners, LLC

7.32K

Mar 31, 26

-66

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

7.20K

Mar 31, 26

-1.07K

0.00%

Flaharty Asset Management, LLC

7.11K

Mar 31, 26

-4.28K

0.00%

Capital Planning LLC

6.95K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

6.89K

Mar 31, 26

-891

0.00%

Integrity Wealth Solutions LLC

6.73K

Mar 31, 26

-713

0.00%

Parallel Advisors, LLC

6.69K

Mar 31, 26

-79

0.00%

Canvas Wealth Advisors, LLC

6.62K

Mar 31, 26

0.00%

US BANCORP \DE\

6.58K

Mar 31, 26

-1.39K

0.00%

Nicholas Hoffman & Company, LLC.

6.49K

Mar 31, 26

+18

0.00%

Waverly Advisors, LLC

6.49K

Mar 31, 26

+1.03K

0.00%

Cyndeo Wealth Partners, LLC

6.46K

Mar 31, 26

+712

0.00%

Perennial Investment Advisors, LLC

6.41K

Mar 31, 26

+6.41K

0.00%

Essex Financial Services, Inc.

6.41K

Mar 31, 26

0.00%

Navigation Wealth Management, Inc.

6.19K

Mar 31, 26

-296

0.00%

MONECO Advisors, LLC

6.14K

Mar 31, 26

+3.93K

0.00%

Resolute Wealth Strategies, LLC

6.10K

Mar 31, 26

+20

0.00%

Goldstein Advisors, LLC

6.09K

Mar 31, 26

-753

0.00%

First American Bank

6.01K

Mar 31, 26

+2.01K

0.00%

GREEN SQUARE CAPITAL ADVISORS LLC

5.97K

Mar 31, 26

-40.69K

0.00%

Foundations Investment Advisors, LLC

5.95K

Mar 31, 26

-226

0.00%

Inman Jager Wealth Management, LLC

5.92K

Mar 31, 26

0.00%

Robertson Stephens Wealth Management, LLC

5.92K

Mar 31, 26

0.00%

Arvest Bank Trust Division

5.86K

Mar 31, 26

+5.86K

0.00%

HARBOUR INVESTMENTS, INC.

5.75K

Mar 31, 26

+1.62K

0.00%

Fragasso Group Inc.

5.74K

Mar 31, 26

+5.74K

0.00%

Balboa Wealth Partners

5.74K

Mar 31, 26

-1.16K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

5.71K

Mar 31, 26

-2.38K

0.00%

LifeGuide Financial Advisors, LLC

5.65K

Mar 31, 26

-138

0.00%

Aprio Wealth Management, LLC

5.59K

Mar 31, 26

+5.59K

0.00%

BROWN BROTHERS HARRIMAN & CO

5.43K

Mar 31, 26

0.00%

Gemmer Asset Management LLC

5.27K

Mar 31, 26

0.00%

NOTTINGHAM ADVISORS, INC.

5.20K

Mar 31, 26

0.00%

PINNACLE ASSOCIATES LTD

5.17K

Mar 31, 26

0.00%

Pinnacle Wealth Management Advisory Group, LLC

5.17K

Mar 31, 26

0.00%

Clark Capital Management Group, Inc.

5.13K

Mar 31, 26

0.00%

EAGLE WEALTH STRATEGIES LLC

5.08K

Mar 31, 26

+5.08K

0.00%

Proficio Capital Partners LLC

4.94K

Mar 31, 26

0.00%

Mraz, Amerine & Associates, Inc.

4.93K

Mar 31, 26

-173

0.00%

Family Wealth Group, LLC

4.85K

Mar 31, 26

-9

0.00%

Bridgewater Advisors Inc.

4.80K

Mar 31, 26

+354

0.00%

M1 Capital Management LLC

4.79K

Mar 31, 26

+33

0.00%

Pine Valley Investments Ltd Liability Co

4.74K

Mar 31, 26

-14

0.00%

Hobbs Group Advisors, LLC

4.68K

Mar 31, 26

-22

0.00%

Prospera Financial Services Inc

4.64K

Mar 31, 26

-3

0.00%

Dorsey & Whitney Trust CO LLC

4.59K

Mar 31, 26

0.00%

Centerline Wealth Advisors, LLC

4.58K

Mar 31, 26

+4.58K

0.00%

Sentinus, LLC

4.52K

Mar 31, 26

-2.40K

0.00%

EP Wealth Advisors, LLC

4.50K

Mar 31, 26

-1.22K

0.00%

FIDUCIENT ADVISORS LLC

4.47K

Mar 31, 26

+4.47K

0.00%

VISIONARY HORIZONS, LLC

4.46K

Mar 31, 26

+4.46K

0.00%

NAPLES GLOBAL ADVISORS, LLC

4.41K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

4.38K

Mar 31, 26

+669

0.00%

Financial Life Planners

4.36K

Mar 31, 26

+19

0.00%

Financial Guidance Group, Inc.

4.28K

Mar 31, 26

0.00%

Addison Advisors LLC

4.25K

Mar 31, 26

0.00%

Johnson Financial Group, LLC

4.17K

Mar 31, 26

-300

0.00%

VisionPoint Advisory Group, LLC

4.14K

Mar 31, 26

+120

0.00%

Founders Financial Alliance, LLC

4.12K

Mar 31, 26

+4.12K

0.00%

MGO ONE SEVEN LLC

4.08K

Mar 31, 26

+241

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

4.08K

Mar 31, 26

+3.01K

0.00%

Ashton Thomas Private Wealth, LLC

4.02K

Mar 31, 26

-405

0.00%

RFG HOLDINGS, INC.

4.00K

Mar 31, 26

+17

0.00%

VESTIA PERSONAL WEALTH ADVISORS

3.97K

Mar 31, 26

+10

0.00%

Allen Mooney & Barnes Investment Advisors LLC

3.94K

Mar 31, 26

+17

0.00%

WEDBUSH SECURITIES INC

3.93K

Mar 31, 26

+1.52K

0.00%

Wealth Architects, LLC

3.91K

Mar 31, 26

0.00%

Collaborative Wealth Managment Inc.

3.89K

Mar 31, 26

-11

0.00%

Blake Schutter Theil Wealth Advisors, LLC

3.84K

Mar 31, 26

+51

0.00%

Tidemark, LLC

3.84K

Mar 31, 26

+3.84K

0.00%

TOBIAS FINANCIAL ADVISORS, INC.

3.83K

Mar 31, 26

0.00%

David R. Rahn & Associates Inc.

3.78K

Mar 31, 26

0.00%

Sovran Advisors, LLC

3.77K

Mar 31, 26

+3.77K

0.00%

Affiance Financial, LLC

3.76K

Mar 31, 26

0.00%

Ausdal Financial Partners, Inc.

3.74K

Mar 31, 26

+200

0.00%

CoreCap Advisors, LLC

3.71K

Mar 31, 26

-226

0.00%

Prudent Man Advisors, LLC

3.65K

Mar 31, 26

-114

0.00%

JOHNSON INVESTMENT COUNSEL INC

3.64K

Mar 31, 26

-202

0.00%

Capital Investment Advisors, LLC

3.64K

Mar 31, 26

+3.64K

0.00%

Gladstone Institutional Advisory LLC

3.63K

Mar 31, 26

+1.34K

0.00%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

3.63K

Mar 31, 26

0.00%

1832 Asset Management L.P.

3.62K

Mar 31, 26

+545

0.00%

J.W. COLE ADVISORS, INC.

3.58K

Mar 31, 26

-30

0.00%

EverSource Wealth Advisors, LLC

3.57K

Mar 31, 26

+1.56K

0.00%

CSM Advisors, LLC

3.52K

Mar 31, 26

+3.52K

0.00%

NORTHERN TRUST CORP

3.51K

Mar 31, 26

-38

0.00%

Kingsview Wealth Management, LLC

3.51K

Mar 31, 26

-197

0.00%

Advyzon Investment Management, LLC

3.50K

Mar 31, 26

+689

0.00%

Intrua Financial, LLC

3.49K

Mar 31, 26

+1.09K

0.00%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

3.48K

Mar 31, 26

0.00%

AssuredPartners Investment Advisors, LLC

3.47K

Mar 31, 26

+3.47K

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

3.44K

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

3.32K

Mar 31, 26

-1.26K

0.00%

BRYN MAWR TRUST Co

3.32K

Mar 31, 26

0.00%

BINGHAM PRIVATE WEALTH, LLC

3.31K

Mar 31, 26

0.00%

VICUS CAPITAL

3.25K

Mar 31, 26

0.00%

BRAUN STACEY ASSOCIATES INC

3.23K

Mar 31, 26

-903

0.00%

SILVER OAK SECURITIES, INCORPORATED

3.22K

Mar 31, 26

-24

0.00%

Global Assets Advisory, LLC

3.20K

Mar 31, 26

+3.20K

0.00%

Tranquility Partners, LLC

3.14K

Mar 31, 26

-35

0.00%

Second Line Capital, LLC

3.13K

Mar 31, 26

+3.13K

0.00%

Cornerstone Wealth Management, LLC

3.04K

Mar 31, 26

0.00%

Clarendon Private LLC

3.03K

Mar 31, 26

+14

0.00%

Compton Financial Group, LLC

3.02K

Mar 31, 26

0.00%

NTV ASSET MANAGEMENT LLC

3.00K

Mar 31, 26

0.00%

Csenge Advisory Group

3.00K

Mar 31, 26

-604

0.00%

VANGUARD ADVISERS INC

2.99K

Mar 31, 26

+2.99K

0.00%

Petix & Botte Co

2.98K

Mar 31, 26

+2.98K

0.00%

Plancorp, LLC

2.96K

Mar 31, 26

0.00%

Simplicity Wealth,LLC

2.94K

Mar 31, 26

-591

0.00%

THOMPSON SIEGEL & WALMSLEY LLC

2.93K

Mar 31, 26

0.00%

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

2.89K

Mar 31, 26

+70

0.00%

BESSEMER GROUP INC

2.83K

Mar 31, 26

+2.08K

0.00%

McKinley Carter Wealth Services, Inc.

2.82K

Mar 31, 26

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

2.80K

Mar 31, 26

+2.80K

0.00%

Greenspring Advisors, LLC

2.79K

Mar 31, 26

0.00%

Sterling Financial Planning, Inc.

2.79K

Mar 31, 26

+12

0.00%

Savvy Advisors, Inc.

2.78K

Mar 31, 26

+400

0.00%

Midwest Trust Co

2.73K

Mar 31, 26

0.00%

Legacy Wealth Asset Management, LLC

2.73K

Mar 31, 26

0.00%

THOMPSON DAVIS & CO., INC.

2.71K

Mar 31, 26

0.00%

W ADVISORS, LLC

2.68K

Mar 31, 26

+253

0.00%

Alteri Wealth LLC

2.64K

Mar 31, 26

-103

0.00%

Baer Investment Advisory LLC

2.58K

Mar 31, 26

+2.58K

0.00%

VICTORY FINANCIAL GROUP, LLC

2.58K

Mar 31, 26

+2.58K

0.00%

Gen-Wealth Partners Inc

2.57K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

2.55K

Mar 31, 26

+99

0.00%

FINANCIAL LIFE ADVISORS

2.54K

Mar 31, 26

0.00%

XTX Topco Ltd

2.54K

Mar 31, 26

+2.54K

0.00%

CWC Advisors, LLC.

2.53K

Mar 31, 26

+2.53K

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

2.45K

Mar 31, 26

0.00%

Convergence Financial, LLC

2.44K

Mar 31, 26

+2.44K

0.00%

Modern Wealth Management, LLC

2.39K

Mar 31, 26

+2.39K

0.00%

Advocacy Wealth Management Services, LLC

2.39K

Mar 31, 26

-106

0.00%

Betterment LLC

2.38K

Mar 31, 26

-670

0.00%

CENTAURUS FINANCIAL, INC.

2.37K

Mar 31, 26

-714

0.00%

UNIQUE WEALTH, LLC

2.36K

Mar 31, 26

+2.36K

0.00%

REGIONS FINANCIAL CORP

2.36K

Mar 31, 26

+2.36K

0.00%

Key FInancial Inc

2.36K

Mar 31, 26

+58

0.00%

QRG CAPITAL MANAGEMENT, INC.

2.33K

Mar 31, 26

+2.33K

0.00%

Rossby Financial, LCC

2.31K

Mar 31, 26

+738

0.00%

Newport Capital Group, LLC

2.30K

Mar 31, 26

-82

0.00%

BOS Asset Management, LLC

2.29K

Mar 31, 26

+2.29K

0.00%

AE Wealth Management LLC

2.29K

Mar 31, 26

-574

0.00%

Paragon Private Wealth Management, LLC

2.27K

Mar 31, 26

-975

0.00%

UNIVEST FINANCIAL Corp

2.27K

Mar 31, 26

+2.27K

0.00%

Anson Capital, Inc.

2.26K

Mar 31, 26

-8

0.00%

DecisionMap Wealth Management, LLC

2.25K

Mar 31, 26

-51

0.00%

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

2.23K

Mar 31, 26

+2.23K

0.00%

Strategic Financial Services, Inc,

2.20K

Mar 31, 26

+2.20K

0.00%

New Covenant Trust Company, N.A.

2.18K

Mar 31, 26

0.00%

EWA, LLC

2.18K

Mar 31, 26

+2.18K

0.00%

Occidental Asset Management, LLC

2.17K

Mar 31, 26

-130

0.00%

Level Financial Advisors, Inc.

2.16K

Mar 31, 26

+2.16K

0.00%

EQ LLC

2.15K

Mar 31, 26

+2.15K

0.00%

DHJJ Financial Advisors, Ltd.

2.11K

Mar 31, 26

+2.11K

0.00%

Legacy Bridge, LLC

2.11K

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

2.02K

Mar 31, 26

+1.25K

0.00%

Disciplina Capital Management LLC

1.99K

Mar 31, 26

0.00%

North Star Investment Management Corp.

1.95K

Mar 31, 26

-108

0.00%

HUNTINGTON NATIONAL BANK

1.83K

Mar 31, 26

-3.53K

0.00%

LOWE BROCKENBROUGH & CO INC

1.80K

Mar 31, 26

0.00%

Fairway Wealth LLC

1.62K

Mar 31, 26

0.00%

ASSETMARK, INC

1.43K

Mar 31, 26

+121

0.00%

MCF Advisors LLC

1.39K

Mar 31, 26

+1.26K

0.00%

NBC SECURITIES, INC.

1.33K

Mar 31, 26

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

1.30K

Mar 31, 26

0.00%

Archer Investment Corp

1.25K

Mar 31, 26

0.00%

Private Wealth Management Group, LLC

1.22K

Mar 31, 26

0.00%

Asset Management One Co., Ltd.

1.20K

Mar 31, 26

+502

0.00%

CENTRAL TRUST Co

1.06K

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

964

Mar 31, 26

+65

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

960

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

946

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

858

Mar 31, 26

+858

0.00%

Bogart Wealth, LLC

817

Mar 31, 26

+45

0.00%

MASECO LLP

757

Mar 31, 26

0.00%

Newton One Investments LLC

754

Mar 31, 26

-45

0.00%

Cassaday & Co Wealth Management LLC

709

Mar 31, 26

+709

0.00%

PROATHLETE WEALTH MANAGEMENT LLC

694

Mar 31, 26

0.00%

Bell Investment Advisors, Inc

637

Mar 31, 26

0.00%

STEPH & CO

632

Mar 31, 26

0.00%

HAZLETT, BURT & WATSON, INC.

626

Mar 31, 26

0.00%

Ancora Advisors, LLC

610

Mar 31, 26

-190

0.00%

BFSG, LLC

598

Mar 31, 26

0.00%

IFP Advisors, Inc

595

Mar 31, 26

+120

0.00%

SITTNER & NELSON, LLC

586

Mar 31, 26

0.00%

City State Bank

586

Mar 31, 26

0.00%

Operose Advisors LLC

577

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

574

Mar 31, 26

-5.71K

0.00%

Crews Bank & Trust

565

Mar 31, 26

0.00%

VICTORY CAPITAL MANAGEMENT INC

562

Mar 31, 26

-12

0.00%

KM Capital Management Ltd.

482

Mar 31, 26

+482

0.00%

Root Financial Partners, LLC

458

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

455

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

452

Mar 31, 26

-337

0.00%

Legacy Wealth Managment, LLC/ID

445

Mar 31, 26

0.00%

432

Mar 31, 26

+44

0.00%

Moisand Fitzgerald Tamayo, LLC

420

Mar 31, 26

0.00%

Horizon Investments, LLC

402

Mar 31, 26

+402

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

397

Mar 31, 26

+397

0.00%

Synergy Investment Management, LLC

315

Mar 31, 26

+315

0.00%

Minot DeBlois Advisors LLC

306

Mar 31, 26

+306

0.00%

Insight Inv LLC

287

Mar 31, 26

0.00%

MATHER GROUP, LLC.

284

Mar 31, 26

+284

0.00%

YANKCOM Partnership

269

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

246

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

239

Mar 31, 26

-16

0.00%

Anchor Investment Management, LLC

229

Mar 31, 26

+35

0.00%

SBI Securities Co., Ltd.

226

Mar 31, 26

+39

0.00%

Piscataqua Savings Bank

216

Mar 31, 26

-50

0.00%

Olistico Wealth, LLC

211

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

204

Mar 31, 26

0.00%

Burk Holdings LLC

195

Mar 31, 26

+195

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

179

Mar 31, 26

0.00%

CONSULTIVA WEALTH MANAGEMENT, CORP.

170

Mar 31, 26

0.00%

LGT Financial Advisors LLC

160

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

151

Mar 31, 26

+151

0.00%

Lodestone Wealth Management LLC

131

Mar 31, 26

-31

0.00%

GRAND WEALTH MANAGEMENT, LLC

127

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

119

Mar 31, 26

+119

0.00%

Triumph Capital Management

Mar 31, 26

-93

0.00%

TD Waterhouse Canada Inc.

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Mar 31, 26

+73

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

Mar 31, 26

-14

0.00%

CURIO WEALTH, LLC

Mar 31, 26

+58

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

DUNCKER STREETT & CO INC

Mar 31, 26

+42

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

AlphaCore Capital LLC

Mar 31, 26

-3.01K

0.00%

WealthShield Partners, LLC

Mar 31, 26

+35

0.00%

Millstone Evans Group, LLC

Mar 31, 26

0.00%

Paladin Advisory Group, LLC

Mar 31, 26

0.00%

Fairscale Capital, LLC

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

Mar 31, 26

0.00%

Beutel, Goodman & Co Ltd.

Mar 31, 26

+16

0.00%

Capital Analysts, LLC

Mar 31, 26

+11

0.00%

Centennial Bank/AR/

Mar 31, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

Mar 31, 26

-29

0.00%

RMR Wealth Builders

Mar 31, 26

-5.75K

3Chopt Investment Partners, LLC

Mar 31, 26

-7.80K

COOKE & BIELER LP

Mar 31, 26

-54.00K

Atria Investments, Inc

Mar 31, 26

-11.26K

TCW GROUP INC

Mar 31, 26

-5.84K

DecisionPoint Financial, LLC

Mar 31, 26

-80

HM PAYSON & CO

Mar 31, 26

-810

Arete Wealth Advisors, LLC

Mar 31, 26

-3.89K

Impact Capital Partners LLC

Mar 31, 26

-3.58K

OPTIMA CAPITAL LLC

Mar 31, 26

-491

Brinker Capital Investments, LLC

Mar 31, 26

-7.50K

EVERPAR ADVISORS LLC

Mar 31, 26

-2.31K

MMA ASSET MANAGEMENT LLC

Mar 31, 26

-10.86K

IFG Advisory, LLC

Mar 31, 26

-57.65K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-16.52K

MARSHALL WACE, LLP

Mar 31, 26

-3.49K

Retirement Wealth Solutions LLC

Mar 31, 26

-56

Carrera Capital Advisors

Mar 31, 26

-2.74K

BNP PARIBAS ARBITRAGE, SNC

Mar 31, 26

-200.00K

TWO SIGMA SECURITIES, LLC

Mar 31, 26

-4.42K

Legal & General Group Plc

Mar 31, 26

-313

Empowered Funds, LLC

Mar 31, 26

-1.53K

Integrity Financial Corp /WA

Mar 31, 26

-540

GGM Financials LLC

Mar 31, 26

-138

QUADRANT CAPITAL GROUP LLC

Mar 31, 26

-353

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-67.91K

Cape Investment Advisory, Inc.

Mar 31, 26

-169

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.88K

Shade Tree Advisors LLC

Mar 31, 26

-8.25K

Wealth Preservation Advisors, LLC

Mar 31, 26

-28

Avant Capital LLC

Mar 31, 26

-2.41K

Dakota Wealth Management

Mar 31, 26

-4.90K

SageView Advisory Group, LLC

2.96M

Dec 31, 25

+193.59K

1.49%

COMERICA BANK

353.10K

Dec 31, 25

-4.95K

0.18%

Global Retirement Partners, LLC

319.35K

Dec 31, 25

+13.31K

0.16%

CIBC Private Wealth Group, LLC

142.35K

Dec 31, 25

+141.28K

0.07%

Quent Long Short Global Small Cap Fund, LP

7.45K

Dec 31, 25

+7.45K

0.00%

VANGUARD GROUP INC

2.95K

Dec 31, 25

-290

0.00%

MARYLAND CAPITAL ADVISORS INC.

350

Dec 31, 25

0.00%

Main Street Financial Solutions, LLC

Dec 31, 25

-7.08K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-223

COUNTRY CLUB BANK /GFN

118.78K

Sep 30, 25

+1.47K

0.06%

Glenmede Investment Management, LP

50.48K

Sep 30, 25

+5.82K

0.03%

Accredited Wealth Management, LLC

24.33K

Sep 30, 25

+24.20K

0.01%

PINNACLE FINANCIAL PARTNERS INC

18.54K

Sep 30, 25

+132

0.01%

Moloney Securities Asset Management, LLC

12.69K

Sep 30, 25

0.01%

Willow Creek Wealth Management Inc.

11.94K

Sep 30, 25

+7.55K

0.01%

Siligmueller & Norvid Wealth Advisors LLC

5.37K

Sep 30, 25

+5.37K

0.00%

Lokken Investment Group LLC

4.94K

Sep 30, 25

+96

0.00%

JFG Wealth Management, LLC

4.17K

Sep 30, 25

0.00%

GRIES FINANCIAL LLC

3.98K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

3.83K

Sep 30, 25

-83

0.00%

Wealthstream Advisors, Inc.

2.79K

Sep 30, 25

0.00%

Guerra Advisors Inc

1.29K

Sep 30, 25

+1.29K

0.00%

Stuart Chaussee & Associates, Inc.

467

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-6.82K

Congress Wealth Management LLC / DE /

409.97K

Jun 30, 25

+90.55K

0.21%

First Horizon Advisors, Inc.

71.96K

Jun 30, 25

-289

0.04%

AVANTAX ADVISORY SERVICES, INC.

26.72K

Jun 30, 25

+2.39K

0.01%

DHK Financial Advisors, Inc.

16.96K

Jun 30, 25

-16.96K

0.01%

Atria Wealth Solutions, Inc.

16.03K

Jun 30, 25

-36.57K

0.01%

Kings Path Partners LLC

8.42K

Jun 30, 25

0.00%

Benchmark Wealth Management, LLC

7.80K

Jun 30, 25

-50

0.00%

Centricity Wealth Management, LLC

6.16K

Jun 30, 25

0.00%

PrairieView Partners, LLC

4.57K

Jun 30, 25

0.00%

Moser Wealth Advisors, LLC

2.31K

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

575

Jun 30, 25

+575

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-1.18K

CAROLINAS WEALTH CONSULTING LLC

264.41K

Mar 31, 25

-2.07K

0.13%

BluePointe Capital Management, LLC

44.89K

Mar 31, 25

+1.91K

0.02%

Schechter Investment Advisors, LLC

13.53K

Mar 31, 25

0.01%

Marcum Wealth, LLC

10.15K

Mar 31, 25

-5

0.01%

Coordinated Financial Services, Inc./CO

2.60K

Mar 31, 25

+2.60K

0.00%

Orion Portfolio Solutions, LLC

2.58K

Mar 31, 25

+2.58K

0.00%

MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income

86.81K

Dec 31, 24

-4.73K

0.04%

Edge Capital Group, LLC

14.90K

Dec 31, 24

-1.22K

0.01%

SignalPoint Asset Management, LLC

3.54K

Dec 31, 24

-11

0.00%

Wellington Wealth Strategies, LLC.

2.73K

Dec 31, 24

+2.73K

0.00%

RAYMOND JAMES & ASSOCIATES

902.60K

Sep 30, 24

+149.03K

0.46%

Pegasus Partners Ltd.

257.46K

Sep 30, 24

-11.04K

0.13%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

212.65K

Sep 30, 24

+2.09K

0.11%

Raymond James Financial Services Advisors, Inc.

198.47K

Sep 30, 24

+34.15K

0.10%

Diversified, LLC

41.23K

Sep 30, 24

+3.25K

0.02%

RAYMOND JAMES TRUST N.A.

22.41K

Sep 30, 24

+100

0.01%

Carmichael Hill & Associates, Inc.

6.47K

Sep 30, 24

+312

0.00%

FinTrust Capital Advisors, LLC

1.99K

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

290

Sep 30, 24

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

8.06K

Jun 30, 24

-1.09K

0.00%

Crestone Asset Management LLC

546.07K

Mar 31, 24

+39.44K

0.28%

Cetera Advisor Networks LLC

190.17K

Mar 31, 24

-12.79K

0.10%

Bromfield Sneider Wealth Advisors

20.37K

Mar 31, 24

+3.46K

0.01%

Cetera Advisors LLC

17.76K

Mar 31, 24

+12.63K

0.01%

TELEMUS CAPITAL, LLC

10.47K

Dec 31, 23

+10.47K

0.01%

Simplicity Solutions, LLC

5.13K

Dec 31, 23

+293

0.00%

Regal Wealth Group, Inc.

4.60K

Dec 31, 23

+4.60K

0.00%

PATHSTONE FAMILY OFFICE, LLC

407.40K

Sep 30, 23

-52.21K

0.21%

COLONY GROUP LLC

314.30K

Sep 30, 23

-2.46K

0.16%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

108.10K

Sep 30, 23

-10.79K

0.05%

COMERICA SECURITIES,INC.

12.02K

Sep 30, 23

+5.05K

0.01%

Column Capital Advisors, LLC

156

Sep 30, 23

0.00%

TIAA, FSB

3.23M

Jun 30, 23

+5.18K

1.63%

Veritable, L.P.

3.96K

Jun 30, 23

0.00%

Kalos Management, Inc.

Jun 30, 23

-55

Fullen Financial Group

12.80K

Mar 31, 23

+63

0.01%

Parsec Financial Management, Inc.

6.75K

Mar 31, 23

-55

0.00%

Jenkins Wealth

6.23K

Dec 31, 22

+6.23K

0.00%

YorkBridge Wealth Partners, LLC

6.00K

Dec 31, 22

+1.91K

0.00%

Integrity Advisory, LLC

5.14K

Dec 31, 22

+5.14K

0.00%

Round Table Services, LLC

88.56K

Sep 30, 22

+68.09K

0.04%

55I, LLC

68.76K

Sep 30, 22

+62.95K

0.03%

FourThought Financial, LLC

41.47K

Sep 30, 22

+969

0.02%

CPWM, LLC

13.63K

Sep 30, 22

+2.10K

0.01%

REGENTATLANTIC CAPITAL LLC

9.05K

Sep 30, 22

+4.55K

0.00%

American Portfolios Advisors

8.01K

Sep 30, 22

+29

0.00%

MUFG Americas Holdings Corp

1.06K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

192

Sep 30, 22

+192

0.00%

EATON VANCE MANAGEMENT

Sep 30, 22

-7.82K

Private Capital Group, LLC

1.53K

Jun 30, 22

-7.66K

0.00%

Fieldpoint Private Securities, LLC

144

Jun 30, 22

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

31.57K

Mar 31, 22

-42.17K

0.02%

Financial Planners of Cleveland, Inc.

17.27K

Mar 31, 22

+12.68K

0.01%

Lenox Wealth Advisors, LLC

1.37K

Mar 31, 22

-1.36K

0.00%

IndexIQ Advisors LLC

957

Mar 31, 22

-1.17K

0.00%

Permit Capital Advisors, LLC

480

Mar 31, 22

+480

0.00%

Freedman Financial Associates, Inc.

314

Mar 31, 22

0.00%

Crescent Capital Consulting, LLC

156.98K

Dec 31, 21

+1.96K

0.08%

Carroll Financial Associates, Inc.

5.46K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

2.51K

Dec 31, 21

+1.63K

0.00%

MD Financial Management Inc.

148

Dec 31, 21

+148

0.00%

LEVEL FOUR FINANCIAL, LLC

4.63K

Sep 30, 21

+22

0.00%

Covenant Multifamily Offices, LLC

4.11K

Sep 30, 21

0.00%

Hoover Financial Advisors, Inc.

456.99K

Jun 30, 21

+9.39K

0.23%

Pinnacle Wealth Advisors

16.64K

Jun 30, 21

+16.64K

0.01%

ETRADE Capital Management LLC

1.93K

Sep 30, 20

+1.93K

0.00%

PHH Investments, Ltd.

261.92K

Dec 31, 19

+11.42K

0.13%

Advisor Group, Inc.

26.31K

Dec 31, 19

-3.55K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.71K

Dec 31, 19

-3.35K

0.00%

SUNTRUST BANKS INC

507.41K

Sep 30, 19

+36.29K

0.26%

KLS Professional Advisors Group, LLC

31.15K

Jun 30, 19

-1.64K

0.02%

Lourd Capital, LLC

2.38K

Jun 30, 19

+12

0.00%

COMERICA SECURITIES INC

Dec 31, 18

-2.95K

Edge Advisors, LLC

400

Jun 30, 18

0.00%

IFC Holdings Incorporated/FL

5.14K

Dec 31, 17

+324

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-6.90K

Commonwealth Equity Services, Inc

48.09K

Jun 30, 17

-174

0.02%

MSI Financial Services Inc

Dec 31, 16

0.00%

Pinnacle Summer Investments, Inc.

2.26K

Dec 31, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

13.20K

Jun 30, 15

-703

0.01%

BAIRD ROBERT W & CO INC /WI/

6.57K

Mar 31, 15

0.00%

UBS AG

65.23K

Sep 30, 14

+6.05K

0.03%