Vanguard S&P 500 Value ETF(VOOV)

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Vanguard S&P 500 Value ETF(VOOV)

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$222.30—

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VOOV(VOOV)

VOOV

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Institutional Ownership

Top 542 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	1.87M	Mar 31, 26	+25.44K	6.22%
MORGAN STANLEY	1.17M	Mar 31, 26	+43.63K	3.91%
UBS Group AG	681.53K	Mar 31, 26	+17.97K	2.27%
LPL Financial LLC	592.98K	Mar 31, 26	+639	1.98%
Cetera Investment Advisers	514.43K	Mar 31, 26	+6.96K	1.71%
JPMORGAN CHASE & CO	481.61K	Mar 31, 26	-102.12K	1.60%
RAYMOND JAMES FINANCIAL INC	438.05K	Mar 31, 26	+74.12K	1.46%
AMERIPRISE FINANCIAL INC	374.65K	Mar 31, 26	+14.65K	1.25%
CI Private Wealth, LLC	305.20K	Mar 31, 26	-64.66K	1.02%
ADVISOR GROUP HOLDINGS, INC.	299.95K	Mar 31, 26	-21.76K	1.00%
SHAKESPEARE WEALTH MANAGEMENT, INC.	281.97K	Mar 31, 26	+7.83K	0.94%
WELLS FARGO & COMPANY/MN	270.40K	Mar 31, 26	-4.66K	0.90%
Stordahl Capital Management, Inc.	245.42K	Mar 31, 26	+6.73K	0.82%
HighTower Advisors, LLC	187.52K	Mar 31, 26	-29.78K	0.62%
ENVESTNET ASSET MANAGEMENT INC	162.05K	Mar 31, 26	-2.30K	0.54%
PRUDENTIAL FINANCIAL INC	159.96K	Mar 31, 26	-1.64K	0.53%
Grant Street Asset Management, Inc.	152.48K	Mar 31, 26	+4.02K	0.51%
PETREDIS INVESTMENT ADVISORS LLC	122.45K	Mar 31, 26	-223	0.41%
Zhang Financial LLC	107.88K	Mar 31, 26	+4.46K	0.36%
ROYAL BANK OF CANADA	106.09K	Mar 31, 26	+16.00K	0.35%
Resources Investment Advisors, LLC.	105.19K	Mar 31, 26	-39.10K	0.35%
Pathstone Holdings, LLC	98.36K	Mar 31, 26	-146.70K	0.33%
Private Advisor Group, LLC	89.23K	Mar 31, 26	-12.30K	0.30%
MMA ASSET MANAGEMENT LLC	85.91K	Mar 31, 26	+85.91K	0.29%
PHILLIPS FINANCIAL MANAGEMENT, LLC	83.85K	Mar 31, 26	-13.76K	0.28%
Cambridge Investment Research Advisors, Inc.	83.82K	Mar 31, 26	-28.16K	0.28%
Mesirow Financial Investment Management, Inc.	83.63K	Mar 31, 26	+49.08K	0.28%
Merit Financial Group, LLC	77.03K	Mar 31, 26	+1.51K	0.26%
Lutz Financial Services LLC	72.30K	Mar 31, 26	-1.84K	0.24%
Beacon Capital Management, LLC	71.12K	Mar 31, 26	-8.82K	0.24%
Graves Light Lenhart Wealth, Inc.	70.38K	Mar 31, 26	+3.78K	0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	67.51K	Mar 31, 26	+4.37K	0.22%
Cascades Capital Asset Management, LLC	65.58K	Mar 31, 26	-207	0.22%
CONNING INC.	60.48K	Mar 31, 26	+6.08K	0.20%
MGO ONE SEVEN LLC	54.95K	Mar 31, 26	+192	0.18%
Aspire Growth Partners LLC	54.39K	Mar 31, 26	+6.43K	0.18%
JONES FINANCIAL COMPANIES LLLP	50.85K	Mar 31, 26	+23.09K	0.17%
GOLDMAN SACHS GROUP INC	50.73K	Mar 31, 26	-20.47K	0.17%
Betterment LLC	50.65K	Mar 31, 26	+3.66K	0.17%
Summit Financial, LLC	50.28K	Mar 31, 26	+16.39K	0.17%
Relyea Zuckerberg Hanson LLC	50.20K	Mar 31, 26	-163	0.17%
Rockefeller Capital Management L.P.	49.09K	Mar 31, 26	-1.08K	0.16%
Miracle Mile Advisors, LLC	46.96K	Mar 31, 26	+815	0.16%
STIFEL FINANCIAL CORP	46.02K	Mar 31, 26	+1.53K	0.15%
First Bank & Trust	45.76K	Mar 31, 26	--	0.15%
Mutual Advisors, LLC	45.50K	Mar 31, 26	+763	0.15%
Mariner, LLC	44.61K	Mar 31, 26	+1.57K	0.15%
CARY STREET PARTNERS FINANCIAL LLC	43.75K	Mar 31, 26	+200	0.15%
Kestra Advisory Services, LLC	42.54K	Mar 31, 26	+2.97K	0.14%
Ronald Blue Trust, Inc.	41.39K	Mar 31, 26	-1.42K	0.14%
WILEY BROS.-AINTREE CAPITAL, LLC	41.14K	Mar 31, 26	+852	0.14%
Connecticut Wealth Management, LLC	41.09K	Mar 31, 26	--	0.14%
EHRLICH FINANCIAL GROUP	38.71K	Mar 31, 26	+38.71K	0.13%
Savant Capital, LLC	38.15K	Mar 31, 26	+655	0.13%
Cerity Partners LLC	36.14K	Mar 31, 26	+8.12K	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	35.92K	Mar 31, 26	-61.09K	0.12%
Stratos Wealth Advisors, LLC	34.50K	Mar 31, 26	+3.91K	0.11%
FMR LLC	33.90K	Mar 31, 26	+18.41K	0.11%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	32.13K	Mar 31, 26	-9.47K	0.11%
Strategies Wealth Advisors, LLC	31.39K	Mar 31, 26	+1	0.10%
TRUIST FINANCIAL CORP	30.99K	Mar 31, 26	-766	0.10%
MONETA GROUP INVESTMENT ADVISORS LLC	30.56K	Mar 31, 26	+237	0.10%
Keystone Financial Group	29.98K	Mar 31, 26	+413	0.10%
Garde Capital, Inc.	28.01K	Mar 31, 26	-26.70K	0.09%
Fairscale Capital, LLC	27.50K	Mar 31, 26	-71	0.09%
Ramiah Investment Group	25.89K	Mar 31, 26	+1.35K	0.09%
Avant Capital LLC	25.72K	Mar 31, 26	+72	0.09%
BLAIR WILLIAM & CO/IL	24.80K	Mar 31, 26	-10.44K	0.08%
MML INVESTORS SERVICES, LLC	24.55K	Mar 31, 26	-2.77K	0.08%
Hoxton Planning & Management, LLC	22.98K	Mar 31, 26	+760	0.08%
BROWN ADVISORY INC	22.71K	Mar 31, 26	-90	0.08%
Caprock Group, LLC	21.78K	Mar 31, 26	+87	0.07%
Beacon Pointe Advisors, LLC	21.68K	Mar 31, 26	-3.92K	0.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	20.70K	Mar 31, 26	+20.70K	0.07%
FIFTH THIRD BANCORP	20.61K	Mar 31, 26	+20.61K	0.07%
BALANCED WEALTH GROUP LLC	20.08K	Mar 31, 26	-419	0.07%
Farther Finance Advisors, LLC	19.54K	Mar 31, 26	-1.56K	0.07%
Janney Montgomery Scott LLC	18.75K	Mar 31, 26	-720	0.06%
WBH ADVISORY INC	18.63K	Mar 31, 26	-879	0.06%
KEYBANK NATIONAL ASSOCIATION/OH	18.34K	Mar 31, 26	-2.59K	0.06%
Valmark Advisers, Inc.	18.32K	Mar 31, 26	-280	0.06%
First Bancorp, Inc /ME/	18.09K	Mar 31, 26	+592	0.06%
North Star Investment Management Corp.	17.94K	Mar 31, 26	-1.54K	0.06%
Allworth Financial LP	17.69K	Mar 31, 26	+210	0.06%
BEACON FINANCIAL PLANNING, INC	17.19K	Mar 31, 26	+6.27K	0.06%
GTS SECURITIES LLC	17.18K	Mar 31, 26	+17.18K	0.06%
AQR CAPITAL MANAGEMENT LLC	17.16K	Mar 31, 26	+15.11K	0.06%
FLAGSHIP WEALTH ADVISORS, LLC	16.71K	Mar 31, 26	-11.34K	0.06%
SIGNET FINANCIAL MANAGEMENT, LLC	16.65K	Mar 31, 26	-919	0.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.07K	Mar 31, 26	+16.07K	0.05%
LAZARD ASSET MANAGEMENT LLC	15.83K	Mar 31, 26	+203	0.05%
FLAGSHIP HARBOR ADVISORS, LLC	15.82K	Mar 31, 26	+358	0.05%
ENCOMPASS WEALTH ADVISORS, LLC	15.65K	Mar 31, 26	+99	0.05%
INSIGHT 2811, INC.	14.75K	Mar 31, 26	+544	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	14.21K	Mar 31, 26	+495	0.05%
Arlington Trust Co LLC	14.13K	Mar 31, 26	-1.49K	0.05%
Ohio National Investments, Inc.	14.00K	Mar 31, 26	--	0.05%
Prospera Financial Services Inc	13.42K	Mar 31, 26	+272	0.04%
Evergreen Wealth Solutions, LLC	13.41K	Mar 31, 26	+13.41K	0.04%
HFG Advisors, Inc.	13.21K	Mar 31, 26	+310	0.04%
Baird Financial Group, Inc.	13.12K	Mar 31, 26	+3.54K	0.04%
FIFTH THIRD SECURITIES, INC.	13.07K	Mar 31, 26	-515	0.04%
IAMS WEALTH MANAGEMENT, LLC	12.68K	Mar 31, 26	+4.73K	0.04%
Equitable Holdings, Inc.	12.37K	Mar 31, 26	+2.11K	0.04%
CAPTRUST FINANCIAL ADVISORS	11.81K	Mar 31, 26	+2.20K	0.04%
JOHNSON INVESTMENT COUNSEL INC	11.80K	Mar 31, 26	+308	0.04%
TD PRIVATE CLIENT WEALTH LLC	11.71K	Mar 31, 26	-299	0.04%
Essex Financial Services, Inc.	11.61K	Mar 31, 26	-455	0.04%
Virtue Capital Management, LLC	11.52K	Mar 31, 26	-955	0.04%
Colony Group, LLC	11.41K	Mar 31, 26	-82	0.04%
PEAPACK GLADSTONE FINANCIAL CORP	11.29K	Mar 31, 26	+225	0.04%
NATIXIS ADVISORS, L.P.	10.49K	Mar 31, 26	+10.49K	0.03%
Clientfirst Wealth Management, LLC	10.01K	Mar 31, 26	--	0.03%
TITLEIST ASSET MANAGEMENT, LLC	9.66K	Mar 31, 26	+9.66K	0.03%
Summit Trail Advisors, LLC	9.59K	Mar 31, 26	-2.20K	0.03%
MATHER GROUP, LLC.	9.48K	Mar 31, 26	-1.75K	0.03%
Brookstone Capital Management	9.45K	Mar 31, 26	+3.20K	0.03%
Modera Wealth Management, LLC	9.43K	Mar 31, 26	+2	0.03%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	9.38K	Mar 31, 26	+534	0.03%
MOSAIC FAMILY WEALTH PARTNERS, LLC	9.37K	Mar 31, 26	+29	0.03%
Stonebridge Financial Planning Group, LLC	9.19K	Mar 31, 26	-149	0.03%
Gotham Asset Management, LLC	9.15K	Mar 31, 26	--	0.03%
EVOKE WEALTH, LLC	9.09K	Mar 31, 26	-1	0.03%
Allen Investment Management LLC	8.89K	Mar 31, 26	--	0.03%
BROWN BROTHERS HARRIMAN & CO	8.73K	Mar 31, 26	+3.04K	0.03%
NewEdge Wealth, LLC	8.52K	Mar 31, 26	+8.52K	0.03%
Accent Capital Management, LLC	8.46K	Mar 31, 26	+8.46K	0.03%
Beacon Bridge Wealth Partners, LLC	8.05K	Mar 31, 26	-127	0.03%
US BANCORP \DE\	7.85K	Mar 31, 26	+1.29K	0.03%
Sierra Capital LLC	7.82K	Mar 31, 26	+310	0.03%
BlackRock, Inc.	7.76K	Mar 31, 26	+2.86K	0.03%
TD Waterhouse Canada Inc.	7.75K	Mar 31, 26	+528	0.03%
Sanctuary Advisors, LLC	7.72K	Mar 31, 26	-729	0.03%
CITIZENS FINANCIAL GROUP INC/RI	7.52K	Mar 31, 26	+6	0.03%
Ameritas Advisory Services, LLC	7.45K	Mar 31, 26	-2.60K	0.02%
Intrua Financial, LLC	7.14K	Mar 31, 26	-96	0.02%
CoreCap Advisors, LLC	7.09K	Mar 31, 26	+716	0.02%
CENTAURUS FINANCIAL, INC.	6.99K	Mar 31, 26	+285	0.02%
MERCER GLOBAL ADVISORS INC /ADV	6.96K	Mar 31, 26	-541	0.02%
Bragg Financial Advisors, Inc	6.89K	Mar 31, 26	--	0.02%
Regal Investment Advisors LLC	6.86K	Mar 31, 26	+839	0.02%
BANK OF MONTREAL /CAN/	6.83K	Mar 31, 26	+549	0.02%
Apollon Financial, LLC	6.70K	Mar 31, 26	+322	0.02%
Wealthspire Advisors, LLC	6.66K	Mar 31, 26	+2.04K	0.02%
EVERGREEN CAPITAL MANAGEMENT LLC	6.59K	Mar 31, 26	--	0.02%
TOWNSQUARE CAPITAL LLC	6.46K	Mar 31, 26	-197	0.02%
Creative Planning	6.45K	Mar 31, 26	-2.69K	0.02%
Avion Wealth	6.39K	Mar 31, 26	-188	0.02%
Apeiron RIA LLC	6.31K	Mar 31, 26	+248	0.02%
Evercore Wealth Management, LLC	6.30K	Mar 31, 26	--	0.02%
Innova Wealth Partners	6.24K	Mar 31, 26	+1.22K	0.02%
Compass Financial Group, INC/SD	6.21K	Mar 31, 26	--	0.02%
Advisory Alpha, LLC	6.17K	Mar 31, 26	+1.07K	0.02%
LOWERY THOMAS, LLC	6.12K	Mar 31, 26	+28	0.02%
Gemmer Asset Management LLC	6.12K	Mar 31, 26	+1	0.02%
NORTHERN TRUST CORP	6.08K	Mar 31, 26	+2.02K	0.02%
Federation des caisses Desjardins du Quebec	6.02K	Mar 31, 26	+318	0.02%
Fiera Capital Corp	6.00K	Mar 31, 26	--	0.02%
HighPoint Advisor Group LLC	5.95K	Mar 31, 26	+385	0.02%
FLOW TRADERS U.S. LLC	5.65K	Mar 31, 26	+5.65K	0.02%
KWB Wealth	5.64K	Mar 31, 26	--	0.02%
Stratos Wealth Partners, LTD.	5.51K	Mar 31, 26	+38	0.02%
RFG Advisory, LLC	5.50K	Mar 31, 26	+2.94K	0.02%
Beaird Harris Wealth Management, LLC	5.44K	Mar 31, 26	+24	0.02%
Capital Advisors Wealth Management, LLC	5.41K	Mar 31, 26	+24	0.02%
Security Financial Services, INC.	5.39K	Mar 31, 26	+96	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	5.39K	Mar 31, 26	+550	0.02%
Bluesphere Advisors, LLC	5.38K	Mar 31, 26	-2.83K	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	5.23K	Mar 31, 26	+5.04K	0.02%
Quantinno Capital Management LP	5.17K	Mar 31, 26	-2.75K	0.02%
CHOREO, LLC	5.08K	Mar 31, 26	+6	0.02%
RPS ADVISORY SOLUTIONS LLC	5.00K	Mar 31, 26	+9	0.02%
D.A. DAVIDSON & CO.	4.92K	Mar 31, 26	--	0.02%
Visionary Wealth Advisors	4.82K	Mar 31, 26	+4.82K	0.02%
SCS Capital Management LLC	4.81K	Mar 31, 26	-1	0.02%
Pensionmark Financial Group, LLC	4.78K	Mar 31, 26	-129	0.02%
Santori & Peters, Inc.	4.70K	Mar 31, 26	+1	0.02%
Belpointe Asset Management LLC	4.61K	Mar 31, 26	-122	0.02%
Beaumont Asset Management, L.L.C.	4.59K	Mar 31, 26	-258	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	4.56K	Mar 31, 26	+4.56K	0.02%
Verum Partners LLC	4.47K	Mar 31, 26	+22	0.01%
FORTRESS PRIVATE LEDGER, LLC	4.46K	Mar 31, 26	+1.91K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	4.45K	Mar 31, 26	-761	0.01%
TOBIAS FINANCIAL ADVISORS, INC.	4.42K	Mar 31, 26	--	0.01%
Independent Advisor Alliance	4.36K	Mar 31, 26	+4.36K	0.01%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.36K	Mar 31, 26	+389	0.01%
Wedmont Private Capital	4.33K	Mar 31, 26	-321	0.01%
Soltis Investment Advisors LLC	4.33K	Mar 31, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	4.30K	Mar 31, 26	+827	0.01%
NAPLES GLOBAL ADVISORS, LLC	4.25K	Mar 31, 26	--	0.01%
PRINCIPAL SECURITIES, INC.	4.18K	Mar 31, 26	+58	0.01%
Arbor Investment Advisors, LLC	3.93K	Mar 31, 26	+10	0.01%
CERTUITY, LLC	3.84K	Mar 31, 26	+18	0.01%
HARBOUR INVESTMENTS, INC.	3.58K	Mar 31, 26	+872	0.01%
Centurion Wealth Management LLC	3.57K	Mar 31, 26	-105	0.01%
VERUS WEALTH MANAGEMENT, LLC	3.56K	Mar 31, 26	+27	0.01%
Creekside Partners	3.53K	Mar 31, 26	-91	0.01%
NewEdge Advisors, LLC	3.53K	Mar 31, 26	-1.68K	0.01%
COZAD ASSET MANAGEMENT INC	3.53K	Mar 31, 26	-24	0.01%
Marshall Financial Group LLC	3.49K	Mar 31, 26	+10	0.01%
MAI Capital Management	3.47K	Mar 31, 26	+6	0.01%
WEST BANCORPORATION INC	3.45K	Mar 31, 26	--	0.01%
MidAtlantic Capital Management, Inc.	3.39K	Mar 31, 26	--	0.01%
Smartleaf Asset Management LLC	3.38K	Mar 31, 26	-322	0.01%
WealthCare Investment Partners, LLC	3.36K	Mar 31, 26	--	0.01%
Fortis Capital Advisors, LLC	3.34K	Mar 31, 26	+128	0.01%
Advisory Services Network, LLC	3.32K	Mar 31, 26	-190	0.01%
SILVER OAK SECURITIES, INCORPORATED	3.29K	Mar 31, 26	-846	0.01%
AE Wealth Management LLC	3.29K	Mar 31, 26	-87	0.01%
Pinnacle Bancorp, Inc.	3.28K	Mar 31, 26	--	0.01%
STEPHENS INC /AR/	3.24K	Mar 31, 26	+124	0.01%
Magnus Financial Group LLC	3.13K	Mar 31, 26	+14	0.01%
Sightline Wealth Advisors, LLC	3.00K	Mar 31, 26	--	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.99K	Mar 31, 26	+1	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.92K	Mar 31, 26	+10	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	2.86K	Mar 31, 26	+4	0.01%
Lido Advisors, LLC	2.83K	Mar 31, 26	+914	0.01%
Archer Investment Corp	2.81K	Mar 31, 26	--	0.01%
Savvy Advisors, Inc.	2.80K	Mar 31, 26	+1.53K	0.01%
VANGUARD ADVISERS INC	2.77K	Mar 31, 26	+2.77K	0.01%
Turtle Creek Wealth Advisors, LLC	2.75K	Mar 31, 26	-996	0.01%
BlueChip Wealth Advisors LLC	2.67K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	2.67K	Mar 31, 26	+335	0.01%
Waverly Advisors, LLC	2.66K	Mar 31, 26	+233	0.01%
SBI Securities Co., Ltd.	2.60K	Mar 31, 26	+122	0.01%
CWM, LLC	2.58K	Mar 31, 26	+52	0.01%
MARSHALL INVESTMENT MANAGEMENT, LLC	2.55K	Mar 31, 26	+520	0.01%
Affinity Capital Advisors, LLC	2.55K	Mar 31, 26	-98	0.01%
Rodgers & Associates, LTD	2.55K	Mar 31, 26	--	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.53K	Mar 31, 26	-143	0.01%
BHK Investment Advisors, LLC	2.50K	Mar 31, 26	--	0.01%
Pinnacle Financial Group, LLC / IL	2.50K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	2.50K	Mar 31, 26	+2.50K	0.01%
Integrated Wealth Concepts LLC	2.49K	Mar 31, 26	+2.49K	0.01%
Root Financial Partners, LLC	2.47K	Mar 31, 26	+178	0.01%
Shulman DeMeo Asset Management LLC	2.45K	Mar 31, 26	+105	0.01%
Roundview Capital LLC	2.42K	Mar 31, 26	--	0.01%
Kingsview Wealth Management, LLC	2.38K	Mar 31, 26	+631	0.01%
Confluence Wealth Services, Inc.	2.34K	Mar 31, 26	+2	0.01%
SIMPLEX TRADING, LLC	2.26K	Mar 31, 26	+2.26K	0.01%
Western Wealth Management, LLC	2.25K	Mar 31, 26	-65	0.01%
Roberts Wealth Advisors, LLC	2.19K	Mar 31, 26	-20	0.01%
Pasadena Private Wealth, LLC	2.17K	Mar 31, 26	+250	0.01%
Evernest Financial Advisors, LLC	2.14K	Mar 31, 26	--	0.01%
1900 WEALTH MANAGEMENT LLC	2.11K	Mar 31, 26	+9	0.01%
Walker Asset Management, LLC	2.09K	Mar 31, 26	--	0.01%
PETTYJOHN, WOOD & WHITE, INC	2.02K	Mar 31, 26	-30	0.01%
CM WEALTH ADVISORS LLC	2.01K	Mar 31, 26	--	0.01%
Oxler Private Wealth LLC	1.94K	Mar 31, 26	+9	0.01%
Snowden Capital Advisors LLC	1.93K	Mar 31, 26	+254	0.01%
Atria Investments, Inc	1.92K	Mar 31, 26	-1.58K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	1.90K	Mar 31, 26	+1.90K	0.01%
IFG Advisors, LLC	1.89K	Mar 31, 26	--	0.01%
Keel Point, LLC	1.88K	Mar 31, 26	--	0.01%
SMITH, MOORE & CO.	1.83K	Mar 31, 26	+9	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	1.83K	Mar 31, 26	+2	0.01%
U.S. Capital Wealth Advisors, LLC	1.82K	Mar 31, 26	--	0.01%
Calamos Advisors LLC	1.81K	Mar 31, 26	--	0.01%
Guidance Point Advisors, LLC	1.80K	Mar 31, 26	+8	0.01%
CapWealth Advisors, LLC	1.79K	Mar 31, 26	--	0.01%
Sound Income Strategies, LLC	1.71K	Mar 31, 26	--	0.01%
FLORIDA FINANCIAL ADVISORS, LLC	1.69K	Mar 31, 26	+169	0.01%
IEQ CAPITAL, LLC	1.69K	Mar 31, 26	+7	0.01%
HANOVER ADVISORS INC	1.68K	Mar 31, 26	--	0.01%
NICOLET BANKSHARES INC	1.64K	Mar 31, 26	+1.64K	0.01%
Sequoia Financial Advisors, LLC	1.64K	Mar 31, 26	--	0.01%
CITADEL ADVISORS LLC	1.64K	Mar 31, 26	+1.64K	0.01%
Leo Wealth, LLC	1.62K	Mar 31, 26	-125	0.01%
Sunbelt Securities, Inc.	1.62K	Mar 31, 26	--	0.01%
Lakeside Advisors, INC.	1.61K	Mar 31, 26	--	0.01%
PARK AVENUE SECURITIES LLC	1.60K	Mar 31, 26	-2.41K	0.01%
Cassaday & Co Wealth Management LLC	1.59K	Mar 31, 26	--	0.01%
Net Worth Advisory Group	1.58K	Mar 31, 26	+18	0.01%
AdvisorNet Financial, Inc	1.56K	Mar 31, 26	+1.22K	0.01%
B. Riley Wealth Advisors, Inc.	1.55K	Mar 31, 26	-59	0.01%
Centric Wealth Management	1.54K	Mar 31, 26	+14	0.01%
Hardin Capital Partners, LLC	1.53K	Mar 31, 26	--	0.01%
Principle Wealth Partners LLC	1.52K	Mar 31, 26	+2	0.01%
AA Financial Advisors, LLC	1.52K	Mar 31, 26	-42.19K	0.01%
Bank of New York Mellon Corp	1.51K	Mar 31, 26	+42	0.01%
Atomi Financial Group, Inc.	1.50K	Mar 31, 26	+152	0.00%
StoneX Group Inc.	1.48K	Mar 31, 26	-962	0.00%
Brinker Capital Investments, LLC	1.48K	Mar 31, 26	-2.25K	0.00%
Fairway Wealth LLC	1.45K	Mar 31, 26	+6	0.00%
CGN Advisors LLC	1.42K	Mar 31, 26	-56	0.00%
Stone Point Wealth LLC	1.42K	Mar 31, 26	+1.42K	0.00%
BECKER CAPITAL MANAGEMENT INC	1.41K	Mar 31, 26	-263	0.00%
Richmond Investment Services, LLC	1.39K	Mar 31, 26	+3	0.00%
Berger Financial Group, Inc	1.39K	Mar 31, 26	+2	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.38K	Mar 31, 26	+99	0.00%
CITIGROUP INC	1.37K	Mar 31, 26	+217	0.00%
Birchcreek Wealth Management, LLC	1.35K	Mar 31, 26	--	0.00%
Gladstone Institutional Advisory LLC	1.35K	Mar 31, 26	--	0.00%
EAGLE GLOBAL ADVISORS LLC	1.35K	Mar 31, 26	--	0.00%
Cresset Asset Management, LLC	1.35K	Mar 31, 26	+6	0.00%
Wealth Management Associates, Inc.	1.34K	Mar 31, 26	-140	0.00%
Tull Financial Group, Inc.	1.33K	Mar 31, 26	+78	0.00%
Optivise Advisory Services LLC	1.31K	Mar 31, 26	--	0.00%
LYNCH & ASSOCIATES/IN	1.30K	Mar 31, 26	--	0.00%
Sterling Group Wealth Management, LLC	1.30K	Mar 31, 26	--	0.00%
Hemenway Trust Co LLC	1.27K	Mar 31, 26	--	0.00%
Guardian Wealth Management, Inc.	1.26K	Mar 31, 26	-8	0.00%
Ashton Thomas Private Wealth, LLC	1.26K	Mar 31, 26	+1.26K	0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	1.25K	Mar 31, 26	--	0.00%
CIBC Asset Management Inc	1.25K	Mar 31, 26	--	0.00%
BOK Financial Private Wealth, Inc.	1.22K	Mar 31, 26	--	0.00%
Kohmann Bosshard Financial Services, LLC	1.22K	Mar 31, 26	--	0.00%
Arkadios Wealth Advisors	1.21K	Mar 31, 26	-650	0.00%
Everhart Financial Group, Inc.	1.20K	Mar 31, 26	--	0.00%
LEGACY FINANCIAL GROUP, INC.	1.20K	Mar 31, 26	--	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1.20K	Mar 31, 26	-87	0.00%
MSH Capital Advisors LLC	1.20K	Mar 31, 26	+1.20K	0.00%
Old North State Wealth Management, LLC	1.18K	Mar 31, 26	+18	0.00%
Kovack Advisors, Inc.	1.16K	Mar 31, 26	-532	0.00%
GREENWOOD GEARHART INC	1.16K	Mar 31, 26	-46	0.00%
ASSETMARK, INC	1.15K	Mar 31, 26	+29	0.00%
VERUS CAPITAL PARTNERS, LLC	1.15K	Mar 31, 26	-1.08K	0.00%
Coastal Investment Advisors, Inc.	1.15K	Mar 31, 26	--	0.00%
Gutierrez Wealth Advisory, LLC	1.15K	Mar 31, 26	+5	0.00%
NFP Retirement, Inc.	1.14K	Mar 31, 26	+31	0.00%
TrueWealth Advisors, LLC	1.13K	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	1.12K	Mar 31, 26	--	0.00%
VSM Wealth Advisory, LLC	1.12K	Mar 31, 26	--	0.00%
Foundations Investment Advisors, LLC	1.10K	Mar 31, 26	+1.10K	0.00%
GenTrust, LLC	1.09K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	1.07K	Mar 31, 26	-50	0.00%
MARQUETTE ASSOCIATES, INC.	1.06K	Mar 31, 26	--	0.00%
CHAPIN DAVIS, INC.	1.05K	Mar 31, 26	--	0.00%
Pure Financial Advisors, LLC	1.04K	Mar 31, 26	+21	0.00%
Johnson Financial Group, LLC	1.04K	Mar 31, 26	+1.04K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.04K	Mar 31, 26	+1.04K	0.00%
Pacific Center for Financial Services	1.01K	Mar 31, 26	--	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	1.01K	Mar 31, 26	--	0.00%
BRIDGES INVESTMENT MANAGEMENT INC	1.01K	Mar 31, 26	--	0.00%
Quotient Wealth Partners, LLC	1.01K	Mar 31, 26	--	0.00%
Chicago Partners Investment Group LLC	1.00K	Mar 31, 26	-403	0.00%
M&T BANK CORP	1.00K	Mar 31, 26	+1.00K	0.00%
Compagnie Lombard Odier SCmA	950	Mar 31, 26	--	0.00%
Legacy Bridge, LLC	757	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	734	Mar 31, 26	--	0.00%
Physician Wealth Advisors, Inc.	710	Mar 31, 26	+710	0.00%
City State Bank	700	Mar 31, 26	--	0.00%
Newbridge Financial Services Group, Inc.	697	Mar 31, 26	+2	0.00%
BROWN, LISLE/CUMMINGS, INC.	635	Mar 31, 26	--	0.00%
Horizons Wealth Management	622	Mar 31, 26	--	0.00%
Bank of New Hampshire	595	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	557	Mar 31, 26	+557	0.00%
Minot DeBlois Advisors LLC	555	Mar 31, 26	+555	0.00%
Asset Dedication, LLC	533	Mar 31, 26	-19	0.00%
SRS Capital Advisors, Inc.	504	Mar 31, 26	-343	0.00%
NBC SECURITIES, INC.	501	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	434	Mar 31, 26	-196	0.00%
Capital Advisors, Ltd. LLC	429	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	422	Mar 31, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	411	Mar 31, 26	+2	0.00%
AlphaCore Capital LLC	406	Mar 31, 26	-33	0.00%
Y.D. More Investments Ltd	388	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	380	Mar 31, 26	--	0.00%
MCF Advisors LLC	373	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	370	Mar 31, 26	-57	0.00%
PIN OAK INVESTMENT ADVISORS INC	351	Mar 31, 26	--	0.00%
Spire Wealth Management	328	Mar 31, 26	-20	0.00%
AMERIFLEX GROUP, INC.	321	Mar 31, 26	+2	0.00%
IMA Wealth, Inc.	318	Mar 31, 26	--	0.00%
Vermillion Wealth Management, Inc.	307	Mar 31, 26	+2	0.00%
NBT BANK N A /NY	295	Mar 31, 26	--	0.00%
Quaker Wealth Management, LLC	276	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	269	Mar 31, 26	+96	0.00%
PINNEY & SCOFIELD, INC.	250	Mar 31, 26	--	0.00%
Capital Analysts, LLC	236	Mar 31, 26	+1	0.00%
SIGNATUREFD, LLC	231	Mar 31, 26	--	0.00%
KELLEHER FINANCIAL ADVISORS	213	Mar 31, 26	+213	0.00%
HHM Wealth Advisors, LLC	200	Mar 31, 26	--	0.00%
Parallel Advisors, LLC	180	Mar 31, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	130	Mar 31, 26	--	0.00%
Golden State Equity Partners	125	Mar 31, 26	+125	0.00%
Tower Research Capital LLC (TRC)	117	Mar 31, 26	+117	0.00%
GILL CAPITAL PARTNERS, LLC	110	Mar 31, 26	+110	0.00%
McIlrath & Eck, LLC	109	Mar 31, 26	-12	0.00%
POM Investment Strategies, LLC	100	Mar 31, 26	+100	0.00%
BRYN MAWR TRUST Co	100	Mar 31, 26	--	0.00%
Plante Moran Financial Advisors, LLC	98	Mar 31, 26	--	0.00%
JDM Financial Group LLC	81	Mar 31, 26	--	0.00%
BFSG, LLC	78	Mar 31, 26	--	0.00%
GAMMA Investing LLC	66	Mar 31, 26	--	0.00%
Westside Investment Management, Inc.	66	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	62	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	62	Mar 31, 26	-68	0.00%
Caitlin John, LLC	54	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	44	Mar 31, 26	--	0.00%
WPG Advisers, LLC	41	Mar 31, 26	--	0.00%
JPL Wealth Management, LLC	36	Mar 31, 26	+36	0.00%
Nemes Rush Group LLC	36	Mar 31, 26	--	0.00%
Friedenthal Financial	34	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	34	Mar 31, 26	-13	0.00%
Triumph Capital Management	29	Mar 31, 26	--	0.00%
Operose Advisors LLC	24	Mar 31, 26	+24	0.00%
Abound Wealth Management	22	Mar 31, 26	+22	0.00%
SOA Wealth Advisors, LLC.	21	Mar 31, 26	--	0.00%
Private Wealth Management Group, LLC	19	Mar 31, 26	+19	0.00%
Key FInancial Inc	10	Mar 31, 26	--	0.00%
Tripletail Wealth Management, LLC	10	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	10	Mar 31, 26	--	0.00%
Hughes Financial Services, LLC	6	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	5	Mar 31, 26	+5	0.00%
Glassman Wealth Services	3	Mar 31, 26	--	0.00%
Truvestments Capital LLC	2	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	2	Mar 31, 26	+2	0.00%
Smallwood Wealth Investment Management, LLC	2	Mar 31, 26	+2	0.00%
Bogart Wealth, LLC	1	Mar 31, 26	+1	0.00%
Larson Financial Group LLC	1	Mar 31, 26	--	0.00%
Empowered Funds, LLC	--	Mar 31, 26	-1.29K	--
SAGESPRING WEALTH PARTNERS, LLC	--	Mar 31, 26	-1.02K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-6.64K	--
HANTZ FINANCIAL SERVICES, INC.	--	Mar 31, 26	-107	--
CreativeOne Wealth, LLC	--	Mar 31, 26	-1.00K	--
Prestige Wealth Management Group LLC	--	Mar 31, 26	-10	--
TIAA TRUST, NATIONAL ASSOCIATION	--	Mar 31, 26	-1.04K	--
Tidemark, LLC	--	Mar 31, 26	-109	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-6.07K	--
ST GERMAIN D J CO INC	--	Mar 31, 26	-5	--
Concurrent Investment Advisors, LLC	--	Mar 31, 26	-985	--
AMI INVESTMENT MANAGEMENT INC	--	Mar 31, 26	-1.01K	--
Berkshire Money Management, Inc.	--	Mar 31, 26	-2.14K	--
GERMAN AMERICAN BANCORP, INC.	--	Mar 31, 26	-1.40K	--
IFP Advisors, Inc	--	Mar 31, 26	-65	--
Modern Wealth Management, LLC	--	Mar 31, 26	-976	--
Nadler Financial Group, Inc.	--	Mar 31, 26	-1.16K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-2.43K	--
XTX Topco Ltd	--	Mar 31, 26	-1.02K	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-8	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-495	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-19	--
DecisionPoint Financial, LLC	--	Mar 31, 26	-38	--
Concord Wealth Partners	--	Mar 31, 26	-69	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-4.23K	--
Sigma Planning Corp	--	Mar 31, 26	-1.65K	--
ENDEAVOR PRIVATE WEALTH, INC.	--	Mar 31, 26	-2.30K	--
Boreal Capital Management LLC	--	Mar 31, 26	-147	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-7.40K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-109	--
Opulen Financial Group LLC	--	Mar 31, 26	-1.02K	--
Integrated Investment Consultants, LLC	--	Mar 31, 26	-7.79K	--
ETF Portfolio Partners, Inc.	--	Mar 31, 26	-998	--
ORG Wealth Partners, LLC	--	Mar 31, 26	-1.63K	--
COMERICA BANK	20.27K	Dec 31, 25	+32	0.07%
VANGUARD GROUP INC	2.82K	Dec 31, 25	+39	0.01%
Heritage Wealth Advisors	2.35K	Dec 31, 25	+8	0.01%
Alpha Cubed Investments, LLC	1.98K	Dec 31, 25	--	0.01%
NICOLET ADVISORY SERVICES, LLC	1.64K	Dec 31, 25	--	0.01%
SageView Advisory Group, LLC	1.33K	Dec 31, 25	-506	0.00%
Global Retirement Partners, LLC	1.05K	Dec 31, 25	-20	0.00%
Ransom Advisory, Ltd	200	Dec 31, 25	+200	0.00%
CIBC Private Wealth Group, LLC	153	Dec 31, 25	--	0.00%
Litman Gregory Wealth Management LLC	68	Dec 31, 25	+68	0.00%
TUCKER ASSET MANAGEMENT LLC	33	Dec 31, 25	+33	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-27	--
Cadence Bank	--	Dec 31, 25	-1.01K	--
Ascent Capital Management, LLC	11.00K	Sep 30, 25	-44	0.04%
Strive Asset Management, LLC	8.06K	Sep 30, 25	-2.69K	0.03%
Bristlecone Advisors, LLC	2.43K	Sep 30, 25	--	0.01%
Obsidian Personal Planning Solutions LLC	1.18K	Sep 30, 25	-117	0.00%
FIRST NATIONAL CORP /MA/ /ADV	1.07K	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	326	Sep 30, 25	+326	0.00%
EFG Asset Management (Americas) Corp.	--	Sep 30, 25	-1.41K	--
AVANTAX ADVISORY SERVICES, INC.	377.02K	Jun 30, 25	+4.11K	1.26%
Family Firm, Inc.	24.57K	Jun 30, 25	-210	0.08%
Centricity Wealth Management, LLC	18.90K	Jun 30, 25	-264	0.06%
Atria Wealth Solutions, Inc.	14.75K	Jun 30, 25	-1.99K	0.05%
Von Berge Wealth Management Group, LLC	6.51K	Jun 30, 25	+174	0.02%
Iron Horse Wealth Management, LLC	112	Jun 30, 25	+112	0.00%
Lane & Associates LLC	31.20K	Mar 31, 25	-342	0.10%
GRAYHAWK INVESTMENT STRATEGIES INC.	27.73K	Mar 31, 25	-7.50K	0.09%
Orion Portfolio Solutions, LLC	2.80K	Mar 31, 25	+1.10K	0.01%
Cutter & CO Brokerage, Inc.	2.33K	Mar 31, 25	+3	0.01%
Lindbrook Capital, LLC	110	Mar 31, 25	-1.18K	0.00%
SignalPoint Asset Management, LLC	14.54K	Dec 31, 24	-2.04K	0.05%
Kiely Wealth Advisory Group, Inc.	11.64K	Dec 31, 24	-954	0.04%
Geller Advisors LLC	8.45K	Dec 31, 24	+94	0.03%
Merriman Wealth Management, LLC	1.09K	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	170.37K	Sep 30, 24	+3.46K	0.57%
BOSTON MOUNTAIN MONEY MANAGEMENT INC	74.89K	Sep 30, 24	+8.87K	0.25%
RAYMOND JAMES & ASSOCIATES	68.42K	Sep 30, 24	-2.29K	0.23%
Gateway Advisory, LLC	18.73K	Sep 30, 24	+58	0.06%
FinTrust Capital Advisors, LLC	600	Sep 30, 24	-93	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.99K	Jun 30, 24	--	0.01%
Private Ocean, LLC	1.06K	Jun 30, 24	--	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	225	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-395	--
Cetera Advisors LLC	43.67K	Mar 31, 24	+23.08K	0.15%
Cetera Advisor Networks LLC	11.49K	Mar 31, 24	+105	0.04%
CREDIT SUISSE AG/	2.10K	Mar 31, 24	--	0.01%
CAMBRIDGE TRUST CO	550	Mar 31, 24	+550	0.00%
Bridgeworth, LLC	36.15K	Dec 31, 23	-445	0.12%
Simplicity Solutions, LLC	4.61K	Dec 31, 23	-651	0.02%
ADVISOR PARTNERS II, LLC	65.04K	Sep 30, 23	+48.86K	0.22%
PATHSTONE FAMILY OFFICE, LLC	41.08K	Sep 30, 23	+3.10K	0.14%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	8.88K	Sep 30, 23	-400	0.03%
COMERICA SECURITIES,INC.	6.26K	Sep 30, 23	-38	0.02%
COLONY GROUP LLC	3.23K	Sep 30, 23	-163	0.01%
Mangham Associates,LLC	--	Sep 30, 23	-2.73K	--
Relaxing Retirement Coach	3.72K	Jun 30, 23	--	0.01%
EFG CAPITAL INTERNATIONAL CORP.	1.79K	Jun 30, 23	+1.79K	0.01%
Clear Perspectives Financial Planning, LLC	63.98K	Mar 31, 23	+59.48K	0.21%
Ahrens Investment Partners LLC	69	Mar 31, 23	+69	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	751	Dec 31, 22	--	0.00%
HM Capital Management, LLC	93.05K	Sep 30, 22	+1.71K	0.31%
REGENTATLANTIC CAPITAL LLC	4.91K	Sep 30, 22	+2.17K	0.02%
Round Table Services, LLC	3.56K	Sep 30, 22	+795	0.01%
American Portfolios Advisors	1.43K	Sep 30, 22	+1.43K	0.00%
Covington Capital Management	85	Sep 30, 22	--	0.00%
Corient Capital Partners, LLC	--	Sep 30, 22	-384.26K	--
Doyle Wealth Management	--	Sep 30, 22	-1.54K	--
Titus Wealth Management	1.96K	Jun 30, 22	+2	0.01%
Private Capital Group, LLC	1.24K	Jun 30, 22	-2.29K	0.00%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	1.10K	Jun 30, 22	+1.10K	0.00%
Altium Wealth Management LLC	--	Jun 30, 22	-123.65K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2.75K	Mar 31, 22	-564	0.01%
Lenox Wealth Advisors, LLC	500	Mar 31, 22	+500	0.00%
Holloway Wealth Management, LLC	249	Mar 31, 22	--	0.00%
Biltmore Capital Advisors LLC	74.24K	Dec 31, 21	+2.46K	0.25%
Windsor Creek Advisors, LLC	9.28K	Dec 31, 21	-9.10K	0.03%
QUEST CAPITAL MANAGEMENT INC /ADV	2.02K	Dec 31, 21	--	0.01%
REILLY FINANCIAL ADVISORS, LLC	50	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-3.10K	--
Cardan Capital Partners, LLC	4.60K	Sep 30, 21	--	0.02%
Ameritas Investment Company, LLC	3.59K	Sep 30, 21	+35	0.01%
DERBY & COMPANY, INC	3.40K	Sep 30, 21	--	0.01%
USCA RIA LLC	1.82K	Jun 30, 21	--	0.01%
FCG ADVISORS, LLC	13.15K	Sep 30, 20	-569	0.04%
TRUEWEALTH LLC	100	Jun 30, 20	+100	0.00%
Advisor Group, Inc.	66.37K	Dec 31, 19	+9.90K	0.22%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.25K	Dec 31, 19	-476	0.03%
SUNTRUST BANKS INC	4.23K	Sep 30, 19	+84	0.01%
HL FINANCIAL SERVICES LLC	9.87K	Mar 31, 19	-1.50K	0.03%
IFC Holdings Incorporated/FL	2.12K	Dec 31, 17	+2.12K	0.01%
Commonwealth Equity Services, Inc	10.56K	Jun 30, 17	-2.70K	0.04%
MSI Financial Services Inc	1.03K	Dec 31, 16	-1.61K	0.00%
MANAGED ACCOUNT ADVISORS LLC	68	Jun 30, 15	-67	0.00%
UBS AG	93.20K	Sep 30, 14	+25.91K	0.31%
KMS FINANCIAL SERVICES, INC	--	Jun 30, 14	-4.50K	--
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-12.88K	--

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

1.87M

Mar 31, 26

+25.44K

6.22%

MORGAN STANLEY

1.17M

Mar 31, 26

+43.63K

3.91%

UBS Group AG

681.53K

Mar 31, 26

+17.97K

2.27%

LPL Financial LLC

592.98K

Mar 31, 26

+639

1.98%

Cetera Investment Advisers

514.43K

Mar 31, 26

+6.96K

1.71%

JPMORGAN CHASE & CO

481.61K

Mar 31, 26

-102.12K

1.60%

RAYMOND JAMES FINANCIAL INC

438.05K

Mar 31, 26

+74.12K

1.46%

AMERIPRISE FINANCIAL INC

374.65K

Mar 31, 26

+14.65K

1.25%

CI Private Wealth, LLC

305.20K

Mar 31, 26

-64.66K

1.02%

ADVISOR GROUP HOLDINGS, INC.

299.95K

Mar 31, 26

-21.76K

1.00%

SHAKESPEARE WEALTH MANAGEMENT, INC.

281.97K

Mar 31, 26

+7.83K

0.94%

WELLS FARGO & COMPANY/MN

270.40K

Mar 31, 26

-4.66K

0.90%

Stordahl Capital Management, Inc.

245.42K

Mar 31, 26

+6.73K

0.82%

HighTower Advisors, LLC

187.52K

Mar 31, 26

-29.78K

0.62%

ENVESTNET ASSET MANAGEMENT INC

162.05K

Mar 31, 26

-2.30K

0.54%

PRUDENTIAL FINANCIAL INC

159.96K

Mar 31, 26

-1.64K

0.53%

Grant Street Asset Management, Inc.

152.48K

Mar 31, 26

+4.02K

0.51%

PETREDIS INVESTMENT ADVISORS LLC

122.45K

Mar 31, 26

-223

0.41%

Zhang Financial LLC

107.88K

Mar 31, 26

+4.46K

0.36%

ROYAL BANK OF CANADA

106.09K

Mar 31, 26

+16.00K

0.35%

Resources Investment Advisors, LLC.

105.19K

Mar 31, 26

-39.10K

0.35%

Pathstone Holdings, LLC

98.36K

Mar 31, 26

-146.70K

0.33%

Private Advisor Group, LLC

89.23K

Mar 31, 26

-12.30K

0.30%

MMA ASSET MANAGEMENT LLC

85.91K

Mar 31, 26

+85.91K

0.29%

PHILLIPS FINANCIAL MANAGEMENT, LLC

83.85K

Mar 31, 26

-13.76K

0.28%

Cambridge Investment Research Advisors, Inc.

83.82K

Mar 31, 26

-28.16K

0.28%

Mesirow Financial Investment Management, Inc.

83.63K

Mar 31, 26

+49.08K

0.28%

Merit Financial Group, LLC

77.03K

Mar 31, 26

+1.51K

0.26%

Lutz Financial Services LLC

72.30K

Mar 31, 26

-1.84K

0.24%

Beacon Capital Management, LLC

71.12K

Mar 31, 26

-8.82K

0.24%

Graves Light Lenhart Wealth, Inc.

70.38K

Mar 31, 26

+3.78K

0.23%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

67.51K

Mar 31, 26

+4.37K

0.22%

Cascades Capital Asset Management, LLC

65.58K

Mar 31, 26

-207

0.22%

CONNING INC.

60.48K

Mar 31, 26

+6.08K

0.20%

MGO ONE SEVEN LLC

54.95K

Mar 31, 26

+192

0.18%

Aspire Growth Partners LLC

54.39K

Mar 31, 26

+6.43K

0.18%

JONES FINANCIAL COMPANIES LLLP

50.85K

Mar 31, 26

+23.09K

0.17%

GOLDMAN SACHS GROUP INC

50.73K

Mar 31, 26

-20.47K

0.17%

Betterment LLC

50.65K

Mar 31, 26

+3.66K

0.17%

Summit Financial, LLC

50.28K

Mar 31, 26

+16.39K

0.17%

Relyea Zuckerberg Hanson LLC

50.20K

Mar 31, 26

-163

0.17%

Rockefeller Capital Management L.P.

49.09K

Mar 31, 26

-1.08K

0.16%

Miracle Mile Advisors, LLC

46.96K

Mar 31, 26

+815

0.16%

STIFEL FINANCIAL CORP

46.02K

Mar 31, 26

+1.53K

0.15%

First Bank & Trust

45.76K

Mar 31, 26

0.15%

Mutual Advisors, LLC

45.50K

Mar 31, 26

+763

0.15%

Mariner, LLC

44.61K

Mar 31, 26

+1.57K

0.15%

CARY STREET PARTNERS FINANCIAL LLC

43.75K

Mar 31, 26

+200

0.15%

Kestra Advisory Services, LLC

42.54K

Mar 31, 26

+2.97K

0.14%

Ronald Blue Trust, Inc.

41.39K

Mar 31, 26

-1.42K

0.14%

WILEY BROS.-AINTREE CAPITAL, LLC

41.14K

Mar 31, 26

+852

0.14%

Connecticut Wealth Management, LLC

41.09K

Mar 31, 26

0.14%

EHRLICH FINANCIAL GROUP

38.71K

Mar 31, 26

+38.71K

0.13%

Savant Capital, LLC

38.15K

Mar 31, 26

+655

0.13%

Cerity Partners LLC

36.14K

Mar 31, 26

+8.12K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

35.92K

Mar 31, 26

-61.09K

0.12%

Stratos Wealth Advisors, LLC

34.50K

Mar 31, 26

+3.91K

0.11%

FMR LLC

33.90K

Mar 31, 26

+18.41K

0.11%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

32.13K

Mar 31, 26

-9.47K

0.11%

Strategies Wealth Advisors, LLC

31.39K

Mar 31, 26

0.10%

TRUIST FINANCIAL CORP

30.99K

Mar 31, 26

-766

0.10%

MONETA GROUP INVESTMENT ADVISORS LLC

30.56K

Mar 31, 26

+237

0.10%

Keystone Financial Group

29.98K

Mar 31, 26

+413

0.10%

Garde Capital, Inc.

28.01K

Mar 31, 26

-26.70K

0.09%

Fairscale Capital, LLC

27.50K

Mar 31, 26

-71

0.09%

Ramiah Investment Group

25.89K

Mar 31, 26

+1.35K

0.09%

Avant Capital LLC

25.72K

Mar 31, 26

+72

0.09%

BLAIR WILLIAM & CO/IL

24.80K

Mar 31, 26

-10.44K

0.08%

MML INVESTORS SERVICES, LLC

24.55K

Mar 31, 26

-2.77K

0.08%

Hoxton Planning & Management, LLC

22.98K

Mar 31, 26

+760

0.08%

BROWN ADVISORY INC

22.71K

Mar 31, 26

-90

0.08%

Caprock Group, LLC

21.78K

Mar 31, 26

+87

0.07%

Beacon Pointe Advisors, LLC

21.68K

Mar 31, 26

-3.92K

0.07%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

20.70K

Mar 31, 26

+20.70K

0.07%

FIFTH THIRD BANCORP

20.61K

Mar 31, 26

+20.61K

0.07%

BALANCED WEALTH GROUP LLC

20.08K

Mar 31, 26

-419

0.07%

Farther Finance Advisors, LLC

19.54K

Mar 31, 26

-1.56K

0.07%

Janney Montgomery Scott LLC

18.75K

Mar 31, 26

-720

0.06%

WBH ADVISORY INC

18.63K

Mar 31, 26

-879

0.06%

KEYBANK NATIONAL ASSOCIATION/OH

18.34K

Mar 31, 26

-2.59K

0.06%

Valmark Advisers, Inc.

18.32K

Mar 31, 26

-280

0.06%

First Bancorp, Inc /ME/

18.09K

Mar 31, 26

+592

0.06%

North Star Investment Management Corp.

17.94K

Mar 31, 26

-1.54K

0.06%

Allworth Financial LP

17.69K

Mar 31, 26

+210

0.06%

BEACON FINANCIAL PLANNING, INC

17.19K

Mar 31, 26

+6.27K

0.06%

GTS SECURITIES LLC

17.18K

Mar 31, 26

+17.18K

0.06%

AQR CAPITAL MANAGEMENT LLC

17.16K

Mar 31, 26

+15.11K

0.06%

FLAGSHIP WEALTH ADVISORS, LLC

16.71K

Mar 31, 26

-11.34K

0.06%

SIGNET FINANCIAL MANAGEMENT, LLC

16.65K

Mar 31, 26

-919

0.06%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.07K

Mar 31, 26

+16.07K

0.05%

LAZARD ASSET MANAGEMENT LLC

15.83K

Mar 31, 26

+203

0.05%

FLAGSHIP HARBOR ADVISORS, LLC

15.82K

Mar 31, 26

+358

0.05%

ENCOMPASS WEALTH ADVISORS, LLC

15.65K

Mar 31, 26

+99

0.05%

INSIGHT 2811, INC.

14.75K

Mar 31, 26

+544

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

14.21K

Mar 31, 26

+495

0.05%

Arlington Trust Co LLC

14.13K

Mar 31, 26

-1.49K

0.05%

Ohio National Investments, Inc.

14.00K

Mar 31, 26

0.05%

Prospera Financial Services Inc

13.42K

Mar 31, 26

+272

0.04%

Evergreen Wealth Solutions, LLC

13.41K

Mar 31, 26

+13.41K

0.04%

HFG Advisors, Inc.

13.21K

Mar 31, 26

+310

0.04%

Baird Financial Group, Inc.

13.12K

Mar 31, 26

+3.54K

0.04%

FIFTH THIRD SECURITIES, INC.

13.07K

Mar 31, 26

-515

0.04%

IAMS WEALTH MANAGEMENT, LLC

12.68K

Mar 31, 26

+4.73K

0.04%

Equitable Holdings, Inc.

12.37K

Mar 31, 26

+2.11K

0.04%

CAPTRUST FINANCIAL ADVISORS

11.81K

Mar 31, 26

+2.20K

0.04%

JOHNSON INVESTMENT COUNSEL INC

11.80K

Mar 31, 26

+308

0.04%

TD PRIVATE CLIENT WEALTH LLC

11.71K

Mar 31, 26

-299

0.04%

Essex Financial Services, Inc.

11.61K

Mar 31, 26

-455

0.04%

Virtue Capital Management, LLC

11.52K

Mar 31, 26

-955

0.04%

Colony Group, LLC

11.41K

Mar 31, 26

-82

0.04%

PEAPACK GLADSTONE FINANCIAL CORP

11.29K

Mar 31, 26

+225

0.04%

NATIXIS ADVISORS, L.P.

10.49K

Mar 31, 26

+10.49K

0.03%

Clientfirst Wealth Management, LLC

10.01K

Mar 31, 26

0.03%

TITLEIST ASSET MANAGEMENT, LLC

9.66K

Mar 31, 26

+9.66K

0.03%

Summit Trail Advisors, LLC

9.59K

Mar 31, 26

-2.20K

0.03%

MATHER GROUP, LLC.

9.48K

Mar 31, 26

-1.75K

0.03%

Brookstone Capital Management

9.45K

Mar 31, 26

+3.20K

0.03%

Modera Wealth Management, LLC

9.43K

Mar 31, 26

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

9.38K

Mar 31, 26

+534

0.03%

MOSAIC FAMILY WEALTH PARTNERS, LLC

9.37K

Mar 31, 26

+29

0.03%

Stonebridge Financial Planning Group, LLC

9.19K

Mar 31, 26

-149

0.03%

Gotham Asset Management, LLC

9.15K

Mar 31, 26

0.03%

EVOKE WEALTH, LLC

9.09K

Mar 31, 26

-1

0.03%

Allen Investment Management LLC

8.89K

Mar 31, 26

0.03%

BROWN BROTHERS HARRIMAN & CO

8.73K

Mar 31, 26

+3.04K

0.03%

NewEdge Wealth, LLC

8.52K

Mar 31, 26

+8.52K

0.03%

Accent Capital Management, LLC

8.46K

Mar 31, 26

+8.46K

0.03%

Beacon Bridge Wealth Partners, LLC

8.05K

Mar 31, 26

-127

0.03%

US BANCORP \DE\

7.85K

Mar 31, 26

+1.29K

0.03%

Sierra Capital LLC

7.82K

Mar 31, 26

+310

0.03%

BlackRock, Inc.

7.76K

Mar 31, 26

+2.86K

0.03%

TD Waterhouse Canada Inc.

7.75K

Mar 31, 26

+528

0.03%

Sanctuary Advisors, LLC

7.72K

Mar 31, 26

-729

0.03%

CITIZENS FINANCIAL GROUP INC/RI

7.52K

Mar 31, 26

0.03%

Ameritas Advisory Services, LLC

7.45K

Mar 31, 26

-2.60K

0.02%

Intrua Financial, LLC

7.14K

Mar 31, 26

-96

0.02%

CoreCap Advisors, LLC

7.09K

Mar 31, 26

+716

0.02%

CENTAURUS FINANCIAL, INC.

6.99K

Mar 31, 26

+285

0.02%

MERCER GLOBAL ADVISORS INC /ADV

6.96K

Mar 31, 26

-541

0.02%

Bragg Financial Advisors, Inc

6.89K

Mar 31, 26

0.02%

Regal Investment Advisors LLC

6.86K

Mar 31, 26

+839

0.02%

BANK OF MONTREAL /CAN/

6.83K

Mar 31, 26

+549

0.02%

Apollon Financial, LLC

6.70K

Mar 31, 26

+322

0.02%

Wealthspire Advisors, LLC

6.66K

Mar 31, 26

+2.04K

0.02%

EVERGREEN CAPITAL MANAGEMENT LLC

6.59K

Mar 31, 26

0.02%

TOWNSQUARE CAPITAL LLC

6.46K

Mar 31, 26

-197

0.02%

Creative Planning

6.45K

Mar 31, 26

-2.69K

0.02%

Avion Wealth

6.39K

Mar 31, 26

-188

0.02%

Apeiron RIA LLC

6.31K

Mar 31, 26

+248

0.02%

Evercore Wealth Management, LLC

6.30K

Mar 31, 26

0.02%

Innova Wealth Partners

6.24K

Mar 31, 26

+1.22K

0.02%

Compass Financial Group, INC/SD

6.21K

Mar 31, 26

0.02%

Advisory Alpha, LLC

6.17K

Mar 31, 26

+1.07K

0.02%

LOWERY THOMAS, LLC

6.12K

Mar 31, 26

+28

0.02%

Gemmer Asset Management LLC

6.12K

Mar 31, 26

0.02%

NORTHERN TRUST CORP

6.08K

Mar 31, 26

+2.02K

0.02%

Federation des caisses Desjardins du Quebec

6.02K

Mar 31, 26

+318

0.02%

Fiera Capital Corp

6.00K

Mar 31, 26

0.02%

HighPoint Advisor Group LLC

5.95K

Mar 31, 26

+385

0.02%

FLOW TRADERS U.S. LLC

5.65K

Mar 31, 26

+5.65K

0.02%

KWB Wealth

5.64K

Mar 31, 26

0.02%

Stratos Wealth Partners, LTD.

5.51K

Mar 31, 26

+38

0.02%

RFG Advisory, LLC

5.50K

Mar 31, 26

+2.94K

0.02%

Beaird Harris Wealth Management, LLC

5.44K

Mar 31, 26

+24

0.02%

Capital Advisors Wealth Management, LLC

5.41K

Mar 31, 26

+24

0.02%

Security Financial Services, INC.

5.39K

Mar 31, 26

+96

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

5.39K

Mar 31, 26

+550

0.02%

Bluesphere Advisors, LLC

5.38K

Mar 31, 26

-2.83K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

5.23K

Mar 31, 26

+5.04K

0.02%

Quantinno Capital Management LP

5.17K

Mar 31, 26

-2.75K

0.02%

CHOREO, LLC

5.08K

Mar 31, 26

0.02%

RPS ADVISORY SOLUTIONS LLC

5.00K

Mar 31, 26

0.02%

D.A. DAVIDSON & CO.

4.92K

Mar 31, 26

0.02%

Visionary Wealth Advisors

4.82K

Mar 31, 26

+4.82K

0.02%

SCS Capital Management LLC

4.81K

Mar 31, 26

-1

0.02%

Pensionmark Financial Group, LLC

4.78K

Mar 31, 26

-129

0.02%

Santori & Peters, Inc.

4.70K

Mar 31, 26

0.02%

Belpointe Asset Management LLC

4.61K

Mar 31, 26

-122

0.02%

Beaumont Asset Management, L.L.C.

4.59K

Mar 31, 26

-258

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.56K

Mar 31, 26

+4.56K

0.02%

Verum Partners LLC

4.47K

Mar 31, 26

+22

0.01%

FORTRESS PRIVATE LEDGER, LLC

4.46K

Mar 31, 26

+1.91K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

4.45K

Mar 31, 26

-761

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

4.42K

Mar 31, 26

0.01%

Independent Advisor Alliance

4.36K

Mar 31, 26

+4.36K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.36K

Mar 31, 26

+389

0.01%

Wedmont Private Capital

4.33K

Mar 31, 26

-321

0.01%

Soltis Investment Advisors LLC

4.33K

Mar 31, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

4.30K

Mar 31, 26

+827

0.01%

NAPLES GLOBAL ADVISORS, LLC

4.25K

Mar 31, 26

0.01%

PRINCIPAL SECURITIES, INC.

4.18K

Mar 31, 26

+58

0.01%

Arbor Investment Advisors, LLC

3.93K

Mar 31, 26

+10

0.01%

CERTUITY, LLC

3.84K

Mar 31, 26

+18

0.01%

HARBOUR INVESTMENTS, INC.

3.58K

Mar 31, 26

+872

0.01%

Centurion Wealth Management LLC

3.57K

Mar 31, 26

-105

0.01%

VERUS WEALTH MANAGEMENT, LLC

3.56K

Mar 31, 26

+27

0.01%

Creekside Partners

3.53K

Mar 31, 26

-91

0.01%

NewEdge Advisors, LLC

3.53K

Mar 31, 26

-1.68K

0.01%

COZAD ASSET MANAGEMENT INC

3.53K

Mar 31, 26

-24

0.01%

Marshall Financial Group LLC

3.49K

Mar 31, 26

+10

0.01%

MAI Capital Management

3.47K

Mar 31, 26

0.01%

WEST BANCORPORATION INC

3.45K

Mar 31, 26

0.01%

MidAtlantic Capital Management, Inc.

3.39K

Mar 31, 26

0.01%

Smartleaf Asset Management LLC

3.38K

Mar 31, 26

-322

0.01%

WealthCare Investment Partners, LLC

3.36K

Mar 31, 26

0.01%

Fortis Capital Advisors, LLC

3.34K

Mar 31, 26

+128

0.01%

Advisory Services Network, LLC

3.32K

Mar 31, 26

-190

0.01%

SILVER OAK SECURITIES, INCORPORATED

3.29K

Mar 31, 26

-846

0.01%

AE Wealth Management LLC

3.29K

Mar 31, 26

-87

0.01%

Pinnacle Bancorp, Inc.

3.28K

Mar 31, 26

0.01%

STEPHENS INC /AR/

3.24K

Mar 31, 26

+124

0.01%

Magnus Financial Group LLC

3.13K

Mar 31, 26

+14

0.01%

Sightline Wealth Advisors, LLC

3.00K

Mar 31, 26

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.99K

Mar 31, 26

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.92K

Mar 31, 26

+10

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

2.86K

Mar 31, 26

0.01%

Lido Advisors, LLC

2.83K

Mar 31, 26

+914

0.01%

Archer Investment Corp

2.81K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

2.80K

Mar 31, 26

+1.53K

0.01%

VANGUARD ADVISERS INC

2.77K

Mar 31, 26

+2.77K

0.01%

Turtle Creek Wealth Advisors, LLC

2.75K

Mar 31, 26

-996

0.01%

BlueChip Wealth Advisors LLC

2.67K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

2.67K

Mar 31, 26

+335

0.01%

Waverly Advisors, LLC

2.66K

Mar 31, 26

+233

0.01%

SBI Securities Co., Ltd.

2.60K

Mar 31, 26

+122

0.01%

CWM, LLC

2.58K

Mar 31, 26

+52

0.01%

MARSHALL INVESTMENT MANAGEMENT, LLC

2.55K

Mar 31, 26

+520

0.01%

Affinity Capital Advisors, LLC

2.55K

Mar 31, 26

-98

0.01%

Rodgers & Associates, LTD

2.55K

Mar 31, 26

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.53K

Mar 31, 26

-143

0.01%

BHK Investment Advisors, LLC

2.50K

Mar 31, 26

0.01%

Pinnacle Financial Group, LLC / IL

2.50K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

2.50K

Mar 31, 26

+2.50K

0.01%

Integrated Wealth Concepts LLC

2.49K

Mar 31, 26

+2.49K

0.01%

Root Financial Partners, LLC

2.47K

Mar 31, 26

+178

0.01%

Shulman DeMeo Asset Management LLC

2.45K

Mar 31, 26

+105

0.01%

Roundview Capital LLC

2.42K

Mar 31, 26

0.01%

Kingsview Wealth Management, LLC

2.38K

Mar 31, 26

+631

0.01%

Confluence Wealth Services, Inc.

2.34K

Mar 31, 26

0.01%

SIMPLEX TRADING, LLC

2.26K

Mar 31, 26

+2.26K

0.01%

Western Wealth Management, LLC

2.25K

Mar 31, 26

-65

0.01%

Roberts Wealth Advisors, LLC

2.19K

Mar 31, 26

-20

0.01%

Pasadena Private Wealth, LLC

2.17K

Mar 31, 26

+250

0.01%

Evernest Financial Advisors, LLC

2.14K

Mar 31, 26

0.01%

1900 WEALTH MANAGEMENT LLC

2.11K

Mar 31, 26

0.01%

Walker Asset Management, LLC

2.09K

Mar 31, 26

0.01%

PETTYJOHN, WOOD & WHITE, INC

2.02K

Mar 31, 26

-30

0.01%

CM WEALTH ADVISORS LLC

2.01K

Mar 31, 26

0.01%

Oxler Private Wealth LLC

1.94K

Mar 31, 26

0.01%

Snowden Capital Advisors LLC

1.93K

Mar 31, 26

+254

0.01%

Atria Investments, Inc

1.92K

Mar 31, 26

-1.58K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

1.90K

Mar 31, 26

+1.90K

0.01%

IFG Advisors, LLC

1.89K

Mar 31, 26

0.01%

Keel Point, LLC

1.88K

Mar 31, 26

0.01%

SMITH, MOORE & CO.

1.83K

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

1.83K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

1.82K

Mar 31, 26

0.01%

Calamos Advisors LLC

1.81K

Mar 31, 26

0.01%

Guidance Point Advisors, LLC

1.80K

Mar 31, 26

0.01%

CapWealth Advisors, LLC

1.79K

Mar 31, 26

0.01%

Sound Income Strategies, LLC

1.71K

Mar 31, 26

0.01%

FLORIDA FINANCIAL ADVISORS, LLC

1.69K

Mar 31, 26

+169

0.01%

IEQ CAPITAL, LLC

1.69K

Mar 31, 26

0.01%

HANOVER ADVISORS INC

1.68K

Mar 31, 26

0.01%

NICOLET BANKSHARES INC

1.64K

Mar 31, 26

+1.64K

0.01%

Sequoia Financial Advisors, LLC

1.64K

Mar 31, 26

0.01%

CITADEL ADVISORS LLC

1.64K

Mar 31, 26

+1.64K

0.01%

Leo Wealth, LLC

1.62K

Mar 31, 26

-125

0.01%

Sunbelt Securities, Inc.

1.62K

Mar 31, 26

0.01%

Lakeside Advisors, INC.

1.61K

Mar 31, 26

0.01%

PARK AVENUE SECURITIES LLC

1.60K

Mar 31, 26

-2.41K

0.01%

Cassaday & Co Wealth Management LLC

1.59K

Mar 31, 26

0.01%

Net Worth Advisory Group

1.58K

Mar 31, 26

+18

0.01%

AdvisorNet Financial, Inc

1.56K

Mar 31, 26

+1.22K

0.01%

B. Riley Wealth Advisors, Inc.

1.55K

Mar 31, 26

-59

0.01%

Centric Wealth Management

1.54K

Mar 31, 26

+14

0.01%

Hardin Capital Partners, LLC

1.53K

Mar 31, 26

0.01%

Principle Wealth Partners LLC

1.52K

Mar 31, 26

0.01%

AA Financial Advisors, LLC

1.52K

Mar 31, 26

-42.19K

0.01%

Bank of New York Mellon Corp

1.51K

Mar 31, 26

+42

0.01%

Atomi Financial Group, Inc.

1.50K

Mar 31, 26

+152

0.00%

StoneX Group Inc.

1.48K

Mar 31, 26

-962

0.00%

Brinker Capital Investments, LLC

1.48K

Mar 31, 26

-2.25K

0.00%

Fairway Wealth LLC

1.45K

Mar 31, 26

0.00%

CGN Advisors LLC

1.42K

Mar 31, 26

-56

0.00%

Stone Point Wealth LLC

1.42K

Mar 31, 26

+1.42K

0.00%

BECKER CAPITAL MANAGEMENT INC

1.41K

Mar 31, 26

-263

0.00%

Richmond Investment Services, LLC

1.39K

Mar 31, 26

0.00%

Berger Financial Group, Inc

1.39K

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.38K

Mar 31, 26

+99

0.00%

CITIGROUP INC

1.37K

Mar 31, 26

+217

0.00%

Birchcreek Wealth Management, LLC

1.35K

Mar 31, 26

0.00%

Gladstone Institutional Advisory LLC

1.35K

Mar 31, 26

0.00%

EAGLE GLOBAL ADVISORS LLC

1.35K

Mar 31, 26

0.00%

Cresset Asset Management, LLC

1.35K

Mar 31, 26

0.00%

Wealth Management Associates, Inc.

1.34K

Mar 31, 26

-140

0.00%

Tull Financial Group, Inc.

1.33K

Mar 31, 26

+78

0.00%

Optivise Advisory Services LLC

1.31K

Mar 31, 26

0.00%

LYNCH & ASSOCIATES/IN

1.30K

Mar 31, 26

0.00%

Sterling Group Wealth Management, LLC

1.30K

Mar 31, 26

0.00%

Hemenway Trust Co LLC

1.27K

Mar 31, 26

0.00%

Guardian Wealth Management, Inc.

1.26K

Mar 31, 26

-8

0.00%

Ashton Thomas Private Wealth, LLC

1.26K

Mar 31, 26

+1.26K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

1.25K

Mar 31, 26

0.00%

CIBC Asset Management Inc

1.25K

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

1.22K

Mar 31, 26

0.00%

Kohmann Bosshard Financial Services, LLC

1.22K

Mar 31, 26

0.00%

Arkadios Wealth Advisors

1.21K

Mar 31, 26

-650

0.00%

Everhart Financial Group, Inc.

1.20K

Mar 31, 26

0.00%

LEGACY FINANCIAL GROUP, INC.

1.20K

Mar 31, 26

0.00%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

1.20K

Mar 31, 26

-87

0.00%

MSH Capital Advisors LLC

1.20K

Mar 31, 26

+1.20K

0.00%

Old North State Wealth Management, LLC

1.18K

Mar 31, 26

+18

0.00%

Kovack Advisors, Inc.

1.16K

Mar 31, 26

-532

0.00%

GREENWOOD GEARHART INC

1.16K

Mar 31, 26

-46

0.00%

ASSETMARK, INC

1.15K

Mar 31, 26

+29

0.00%

VERUS CAPITAL PARTNERS, LLC

1.15K

Mar 31, 26

-1.08K

0.00%

Coastal Investment Advisors, Inc.

1.15K

Mar 31, 26

0.00%

Gutierrez Wealth Advisory, LLC

1.15K

Mar 31, 26

0.00%

NFP Retirement, Inc.

1.14K

Mar 31, 26

+31

0.00%

TrueWealth Advisors, LLC

1.13K

Mar 31, 26

0.00%

Millstone Evans Group, LLC

1.12K

Mar 31, 26

0.00%

VSM Wealth Advisory, LLC

1.12K

Mar 31, 26

0.00%

Foundations Investment Advisors, LLC

1.10K

Mar 31, 26

+1.10K

0.00%

GenTrust, LLC

1.09K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

1.07K

Mar 31, 26

-50

0.00%

MARQUETTE ASSOCIATES, INC.

1.06K

Mar 31, 26

0.00%

CHAPIN DAVIS, INC.

1.05K

Mar 31, 26

0.00%

Pure Financial Advisors, LLC

1.04K

Mar 31, 26

+21

0.00%

Johnson Financial Group, LLC

1.04K

Mar 31, 26

+1.04K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.04K

Mar 31, 26

+1.04K

0.00%

Pacific Center for Financial Services

1.01K

Mar 31, 26

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

1.01K

Mar 31, 26

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

1.01K

Mar 31, 26

0.00%

Quotient Wealth Partners, LLC

1.01K

Mar 31, 26

0.00%

Chicago Partners Investment Group LLC

1.00K

Mar 31, 26

-403

0.00%

M&T BANK CORP

1.00K

Mar 31, 26

+1.00K

0.00%

Compagnie Lombard Odier SCmA

950

Mar 31, 26

0.00%

Legacy Bridge, LLC

757

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

734

Mar 31, 26

0.00%

Physician Wealth Advisors, Inc.

710

Mar 31, 26

+710

0.00%

City State Bank

700

Mar 31, 26

0.00%

Newbridge Financial Services Group, Inc.

697

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

635

Mar 31, 26

0.00%

Horizons Wealth Management

622

Mar 31, 26

0.00%

Bank of New Hampshire

595

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

557

Mar 31, 26

+557

0.00%

Minot DeBlois Advisors LLC

555

Mar 31, 26

+555

0.00%

Asset Dedication, LLC

533

Mar 31, 26

-19

0.00%

SRS Capital Advisors, Inc.

504

Mar 31, 26

-343

0.00%

NBC SECURITIES, INC.

501

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

434

Mar 31, 26

-196

0.00%

Capital Advisors, Ltd. LLC

429

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

422

Mar 31, 26

0.00%

Comprehensive Financial Planning, Inc./PA

411

Mar 31, 26

0.00%

AlphaCore Capital LLC

406

Mar 31, 26

-33

0.00%

Y.D. More Investments Ltd

388

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

380

Mar 31, 26

0.00%

MCF Advisors LLC

373

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

370

Mar 31, 26

-57

0.00%

PIN OAK INVESTMENT ADVISORS INC

351

Mar 31, 26

0.00%

Spire Wealth Management

328

Mar 31, 26

-20

0.00%

AMERIFLEX GROUP, INC.

321

Mar 31, 26

0.00%

IMA Wealth, Inc.

318

Mar 31, 26

0.00%

Vermillion Wealth Management, Inc.

307

Mar 31, 26

0.00%

NBT BANK N A /NY

295

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

276

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

269

Mar 31, 26

+96

0.00%

PINNEY & SCOFIELD, INC.

250

Mar 31, 26

0.00%

Capital Analysts, LLC

236

Mar 31, 26

0.00%

SIGNATUREFD, LLC

231

Mar 31, 26

0.00%

KELLEHER FINANCIAL ADVISORS

213

Mar 31, 26

+213

0.00%

HHM Wealth Advisors, LLC

200

Mar 31, 26

0.00%

Parallel Advisors, LLC

180

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

130

Mar 31, 26

0.00%

Golden State Equity Partners

125

Mar 31, 26

+125

0.00%

Tower Research Capital LLC (TRC)

117

Mar 31, 26

+117

0.00%

GILL CAPITAL PARTNERS, LLC

110

Mar 31, 26

+110

0.00%

McIlrath & Eck, LLC

109

Mar 31, 26

-12

0.00%

POM Investment Strategies, LLC

100

Mar 31, 26

+100

0.00%

BRYN MAWR TRUST Co

100

Mar 31, 26

0.00%

Plante Moran Financial Advisors, LLC

Mar 31, 26

0.00%

JDM Financial Group LLC

Mar 31, 26

0.00%

BFSG, LLC

Mar 31, 26

0.00%

GAMMA Investing LLC

Mar 31, 26

0.00%

Westside Investment Management, Inc.

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

-68

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Clearstead Advisors, LLC

Mar 31, 26

0.00%

WPG Advisers, LLC

Mar 31, 26

0.00%

JPL Wealth Management, LLC

Mar 31, 26

+36

0.00%

Nemes Rush Group LLC

Mar 31, 26

0.00%

Friedenthal Financial

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-13

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

Operose Advisors LLC

Mar 31, 26

+24

0.00%

Abound Wealth Management

Mar 31, 26

+22

0.00%

SOA Wealth Advisors, LLC.

Mar 31, 26

0.00%

Private Wealth Management Group, LLC

Mar 31, 26

+19

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

Tripletail Wealth Management, LLC

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

Mar 31, 26

0.00%

Hughes Financial Services, LLC

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

0.00%

Glassman Wealth Services

Mar 31, 26

0.00%

Truvestments Capital LLC

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

Smallwood Wealth Investment Management, LLC

Mar 31, 26

0.00%

Bogart Wealth, LLC

Mar 31, 26

0.00%

Larson Financial Group LLC

Mar 31, 26

0.00%

Empowered Funds, LLC

Mar 31, 26

-1.29K

SAGESPRING WEALTH PARTNERS, LLC

Mar 31, 26

-1.02K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-6.64K

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

-107

CreativeOne Wealth, LLC

Mar 31, 26

-1.00K

Prestige Wealth Management Group LLC

Mar 31, 26

-10

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-1.04K

Tidemark, LLC

Mar 31, 26

-109

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-6.07K

ST GERMAIN D J CO INC

Mar 31, 26

-5

Concurrent Investment Advisors, LLC

Mar 31, 26

-985

AMI INVESTMENT MANAGEMENT INC

Mar 31, 26

-1.01K

Berkshire Money Management, Inc.

Mar 31, 26

-2.14K

GERMAN AMERICAN BANCORP, INC.

Mar 31, 26

-1.40K

IFP Advisors, Inc

Mar 31, 26

-65

Modern Wealth Management, LLC

Mar 31, 26

-976

Nadler Financial Group, Inc.

Mar 31, 26

-1.16K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-2.43K

XTX Topco Ltd

Mar 31, 26

-1.02K

Laurel Wealth Advisors LLC

Mar 31, 26

-8

Qube Research & Technologies Ltd

Mar 31, 26

-495

OPTIMA CAPITAL LLC

Mar 31, 26

-19

DecisionPoint Financial, LLC

Mar 31, 26

-38

Concord Wealth Partners

Mar 31, 26

-69

Diversify Advisory Services, LLC

Mar 31, 26

-4.23K

Sigma Planning Corp

Mar 31, 26

-1.65K

ENDEAVOR PRIVATE WEALTH, INC.

Mar 31, 26

-2.30K

Boreal Capital Management LLC

Mar 31, 26

-147

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-7.40K

Cape Investment Advisory, Inc.

Mar 31, 26

-109

Opulen Financial Group LLC

Mar 31, 26

-1.02K

Integrated Investment Consultants, LLC

Mar 31, 26

-7.79K

ETF Portfolio Partners, Inc.

Mar 31, 26

-998

ORG Wealth Partners, LLC

Mar 31, 26

-1.63K

COMERICA BANK

20.27K

Dec 31, 25

+32

0.07%

VANGUARD GROUP INC

2.82K

Dec 31, 25

+39

0.01%

Heritage Wealth Advisors

2.35K

Dec 31, 25

0.01%

Alpha Cubed Investments, LLC

1.98K

Dec 31, 25

0.01%

NICOLET ADVISORY SERVICES, LLC

1.64K

Dec 31, 25

0.01%

SageView Advisory Group, LLC

1.33K

Dec 31, 25

-506

0.00%

Global Retirement Partners, LLC

1.05K

Dec 31, 25

-20

0.00%

Ransom Advisory, Ltd

200

Dec 31, 25

+200

0.00%

CIBC Private Wealth Group, LLC

153

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

Dec 31, 25

+68

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+33

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-27

Cadence Bank

Dec 31, 25

-1.01K

Ascent Capital Management, LLC

11.00K

Sep 30, 25

-44

0.04%

Strive Asset Management, LLC

8.06K

Sep 30, 25

-2.69K

0.03%

Bristlecone Advisors, LLC

2.43K

Sep 30, 25

0.01%

Obsidian Personal Planning Solutions LLC

1.18K

Sep 30, 25

-117

0.00%

FIRST NATIONAL CORP /MA/ /ADV

1.07K

Sep 30, 25

0.00%

FSA Wealth Management LLC

326

Sep 30, 25

+326

0.00%

EFG Asset Management (Americas) Corp.

Sep 30, 25

-1.41K

AVANTAX ADVISORY SERVICES, INC.

377.02K

Jun 30, 25

+4.11K

1.26%

Family Firm, Inc.

24.57K

Jun 30, 25

-210

0.08%

Centricity Wealth Management, LLC

18.90K

Jun 30, 25

-264

0.06%

Atria Wealth Solutions, Inc.

14.75K

Jun 30, 25

-1.99K

0.05%

Von Berge Wealth Management Group, LLC

6.51K

Jun 30, 25

+174

0.02%

Iron Horse Wealth Management, LLC

112

Jun 30, 25

+112

0.00%

Lane & Associates LLC

31.20K

Mar 31, 25

-342

0.10%

GRAYHAWK INVESTMENT STRATEGIES INC.

27.73K

Mar 31, 25

-7.50K

0.09%

Orion Portfolio Solutions, LLC

2.80K

Mar 31, 25

+1.10K

0.01%

Cutter & CO Brokerage, Inc.

2.33K

Mar 31, 25

0.01%

Lindbrook Capital, LLC

110

Mar 31, 25

-1.18K

0.00%

SignalPoint Asset Management, LLC

14.54K

Dec 31, 24

-2.04K

0.05%

Kiely Wealth Advisory Group, Inc.

11.64K

Dec 31, 24

-954

0.04%

Geller Advisors LLC

8.45K

Dec 31, 24

+94

0.03%

Merriman Wealth Management, LLC

1.09K

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

170.37K

Sep 30, 24

+3.46K

0.57%

BOSTON MOUNTAIN MONEY MANAGEMENT INC

74.89K

Sep 30, 24

+8.87K

0.25%

RAYMOND JAMES & ASSOCIATES

68.42K

Sep 30, 24

-2.29K

0.23%

Gateway Advisory, LLC

18.73K

Sep 30, 24

+58

0.06%

FinTrust Capital Advisors, LLC

600

Sep 30, 24

-93

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.99K

Jun 30, 24

0.01%

Private Ocean, LLC

1.06K

Jun 30, 24

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

225

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-395

Cetera Advisors LLC

43.67K

Mar 31, 24

+23.08K

0.15%

Cetera Advisor Networks LLC

11.49K

Mar 31, 24

+105

0.04%

CREDIT SUISSE AG/

2.10K

Mar 31, 24

0.01%

CAMBRIDGE TRUST CO

550

Mar 31, 24

+550

0.00%

Bridgeworth, LLC

36.15K

Dec 31, 23

-445

0.12%

Simplicity Solutions, LLC

4.61K

Dec 31, 23

-651

0.02%

ADVISOR PARTNERS II, LLC

65.04K

Sep 30, 23

+48.86K

0.22%

PATHSTONE FAMILY OFFICE, LLC

41.08K

Sep 30, 23

+3.10K

0.14%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

8.88K

Sep 30, 23

-400

0.03%

COMERICA SECURITIES,INC.

6.26K

Sep 30, 23

-38

0.02%

COLONY GROUP LLC

3.23K

Sep 30, 23

-163

0.01%

Mangham Associates,LLC

Sep 30, 23

-2.73K

Relaxing Retirement Coach

3.72K

Jun 30, 23

0.01%

EFG CAPITAL INTERNATIONAL CORP.

1.79K

Jun 30, 23

+1.79K

0.01%

Clear Perspectives Financial Planning, LLC

63.98K

Mar 31, 23

+59.48K

0.21%

Ahrens Investment Partners LLC

Mar 31, 23

+69

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

751

Dec 31, 22

0.00%

HM Capital Management, LLC

93.05K

Sep 30, 22

+1.71K

0.31%

REGENTATLANTIC CAPITAL LLC

4.91K

Sep 30, 22

+2.17K

0.02%

Round Table Services, LLC

3.56K

Sep 30, 22

+795

0.01%

American Portfolios Advisors

1.43K

Sep 30, 22

+1.43K

0.00%

Covington Capital Management

Sep 30, 22

0.00%

Corient Capital Partners, LLC

Sep 30, 22

-384.26K

Doyle Wealth Management

Sep 30, 22

-1.54K

Titus Wealth Management

1.96K

Jun 30, 22

0.01%

Private Capital Group, LLC

1.24K

Jun 30, 22

-2.29K

0.00%

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

1.10K

Jun 30, 22

+1.10K

0.00%

Altium Wealth Management LLC

Jun 30, 22

-123.65K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

2.75K

Mar 31, 22

-564

0.01%

Lenox Wealth Advisors, LLC

500

Mar 31, 22

+500

0.00%

Holloway Wealth Management, LLC

249

Mar 31, 22

0.00%

Biltmore Capital Advisors LLC

74.24K

Dec 31, 21

+2.46K

0.25%

Windsor Creek Advisors, LLC

9.28K

Dec 31, 21

-9.10K

0.03%

QUEST CAPITAL MANAGEMENT INC /ADV

2.02K

Dec 31, 21

0.01%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-3.10K

Cardan Capital Partners, LLC

4.60K

Sep 30, 21

0.02%

Ameritas Investment Company, LLC

3.59K

Sep 30, 21

+35

0.01%

DERBY & COMPANY, INC

3.40K

Sep 30, 21

0.01%

USCA RIA LLC

1.82K

Jun 30, 21

0.01%

FCG ADVISORS, LLC

13.15K

Sep 30, 20

-569

0.04%

TRUEWEALTH LLC

100

Jun 30, 20

+100

0.00%

Advisor Group, Inc.

66.37K

Dec 31, 19

+9.90K

0.22%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.25K

Dec 31, 19

-476

0.03%

SUNTRUST BANKS INC

4.23K

Sep 30, 19

+84

0.01%

HL FINANCIAL SERVICES LLC

9.87K

Mar 31, 19

-1.50K

0.03%

IFC Holdings Incorporated/FL

2.12K

Dec 31, 17

+2.12K

0.01%

Commonwealth Equity Services, Inc

10.56K

Jun 30, 17

-2.70K

0.04%

MSI Financial Services Inc

1.03K

Dec 31, 16

-1.61K

0.00%

MANAGED ACCOUNT ADVISORS LLC

Jun 30, 15

-67

0.00%

UBS AG

93.20K

Sep 30, 14

+25.91K

0.31%

KMS FINANCIAL SERVICES, INC

Jun 30, 14

-4.50K

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-12.88K