VSS(VSS)
VSS
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Empower Advisory Group, LLC | 5.00M | Mar 31, 26 | +54.47K | 5.39% |
| JONES FINANCIAL COMPANIES LLLP | 2.72M | Mar 31, 26 | +1.92M | 2.93% |
| Mason Investment Advisory Services, Inc. | 1.91M | Mar 31, 26 | -32.48K | 2.05% |
| NATIXIS ADVISORS, L.P. | 1.82M | Mar 31, 26 | -60.43K | 1.96% |
| BESSEMER GROUP INC | 1.70M | Mar 31, 26 | +20.64K | 1.83% |
| State of New Jersey Common Pension Fund D | 1.51M | Mar 31, 26 | -- | 1.63% |
| 1832 Asset Management L.P. | 1.47M | Mar 31, 26 | -1.72K | 1.58% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.10M | Mar 31, 26 | -81.82K | 1.19% |
| Bank of New York Mellon Corp | 813.49K | Mar 31, 26 | +803.66K | 0.88% |
| MORGAN STANLEY | 765.60K | Mar 31, 26 | +111.42K | 0.83% |
| ASSETMARK, INC | 742.77K | Mar 31, 26 | +21.42K | 0.80% |
| Creative Planning | 735.17K | Mar 31, 26 | +44.75K | 0.79% |
| WIT, LLC | 658.55K | Mar 31, 26 | -- | 0.71% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 619.63K | Mar 31, 26 | +68.93K | 0.67% |
| UBS Group AG | 521.96K | Mar 31, 26 | +18.99K | 0.56% |
| LPL Financial LLC | 475.99K | Mar 31, 26 | -26.17K | 0.51% |
| Clark Capital Management Group, Inc. | 458.58K | Mar 31, 26 | +16.59K | 0.49% |
| WELLS FARGO & COMPANY/MN | 405.26K | Mar 31, 26 | +45.24K | 0.44% |
| Pathstone Holdings, LLC | 349.64K | Mar 31, 26 | +21.36K | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 334.62K | Mar 31, 26 | +7.87K | 0.36% |
| BANK OF AMERICA CORP /DE/ | 319.98K | Mar 31, 26 | +26.75K | 0.35% |
| BANK OF MONTREAL /CAN/ | 313.97K | Mar 31, 26 | -33.28K | 0.34% |
| Advisory Alpha, LLC | 287.33K | Mar 31, 26 | -24.80K | 0.31% |
| Efficient Advisors, LLC | 287.10K | Mar 31, 26 | -64.12K | 0.31% |
| CI Private Wealth, LLC | 274.38K | Mar 31, 26 | -13.28K | 0.30% |
| STATE STREET CORP | 272.36K | Mar 31, 26 | -113.13K | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 253.69K | Mar 31, 26 | -21.75K | 0.27% |
| MERCER GLOBAL ADVISORS INC /ADV | 253.52K | Mar 31, 26 | -76.82K | 0.27% |
| STIFEL FINANCIAL CORP | 221.20K | Mar 31, 26 | -553 | 0.24% |
| PNC FINANCIAL SERVICES GROUP, INC. | 218.51K | Mar 31, 26 | -4.97K | 0.24% |
| Cetera Investment Advisers | 208.28K | Mar 31, 26 | -13.82K | 0.22% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 206.35K | Mar 31, 26 | -4.97K | 0.22% |
| Cerity Partners LLC | 206.12K | Mar 31, 26 | +9.45K | 0.22% |
| HighTower Advisors, LLC | 186.31K | Mar 31, 26 | +9.02K | 0.20% |
| JANE STREET GROUP, LLC | 181.22K | Mar 31, 26 | -116.39K | 0.20% |
| Wedmont Private Capital | 180.87K | Mar 31, 26 | -5.96K | 0.20% |
| Galvin, Gaustad & Stein, LLC | 179.70K | Mar 31, 26 | -887 | 0.19% |
| ROYAL BANK OF CANADA | 178.92K | Mar 31, 26 | +25.99K | 0.19% |
| Savant Capital, LLC | 175.58K | Mar 31, 26 | -34.17K | 0.19% |
| Apella Capital, LLC | 167.85K | Mar 31, 26 | -893 | 0.18% |
| Vontobel Holding Ltd. | 160.00K | Mar 31, 26 | -- | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 158.67K | Mar 31, 26 | +17.69K | 0.17% |
| GOLDMAN SACHS GROUP INC | 144.80K | Mar 31, 26 | +2.63K | 0.16% |
| VICTORY CAPITAL MANAGEMENT INC | 144.56K | Mar 31, 26 | +141.82K | 0.16% |
| JPMORGAN CHASE & CO | 137.69K | Mar 31, 26 | +15.13K | 0.15% |
| MATHER GROUP, LLC. | 136.33K | Mar 31, 26 | +681 | 0.15% |
| Portland Global Advisors LLC | 123.90K | Mar 31, 26 | +1.49K | 0.13% |
| Adviser Investments LLC | 119.60K | Mar 31, 26 | +21.76K | 0.13% |
| McCarthy Grittinger Financial Group, LLC | 117.74K | Mar 31, 26 | -274 | 0.13% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 116.38K | Mar 31, 26 | -92.81K | 0.13% |
| Pacific Life Fund Advisors LLC | 109.19K | Mar 31, 26 | -74.69K | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 107.07K | Mar 31, 26 | +19.55K | 0.12% |
| Partners in Financial Planning | 105.73K | Mar 31, 26 | -928 | 0.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 103.58K | Mar 31, 26 | +30.65K | 0.11% |
| Redwood Investment Management, LLC | 101.32K | Mar 31, 26 | -12.37K | 0.11% |
| BlueSky Wealth Advisors, LLC | 100.32K | Mar 31, 26 | +100.32K | 0.11% |
| ASPIRIANT, LLC | 92.94K | Mar 31, 26 | -319 | 0.10% |
| AMERIPRISE FINANCIAL INC | 92.42K | Mar 31, 26 | +16.13K | 0.10% |
| IMA Wealth, Inc. | 87.52K | Mar 31, 26 | -385 | 0.09% |
| N.E.W. Advisory Services LLC | 85.66K | Mar 31, 26 | -85 | 0.09% |
| Lido Advisors, LLC | 83.64K | Mar 31, 26 | +37 | 0.09% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 83.52K | Mar 31, 26 | -1.18K | 0.09% |
| Family CFO Inc | 82.91K | Mar 31, 26 | -816 | 0.09% |
| Modera Wealth Management, LLC | 80.77K | Mar 31, 26 | -3.78K | 0.09% |
| Columbus Macro, LLC | 77.51K | Mar 31, 26 | +12.92K | 0.08% |
| Texas Yale Capital Corp. | 75.83K | Mar 31, 26 | +383 | 0.08% |
| 25 LLC | 75.26K | Mar 31, 26 | -1.39K | 0.08% |
| ATLAS CAPITAL ADVISORS LLC | 74.61K | Mar 31, 26 | -11.94K | 0.08% |
| Valmark Advisers, Inc. | 73.36K | Mar 31, 26 | +2.40K | 0.08% |
| Beacon Pointe Advisors, LLC | 71.84K | Mar 31, 26 | -6.65K | 0.08% |
| PRESILIUM PRIVATE WEALTH, LLC | 70.84K | Mar 31, 26 | +2.67K | 0.08% |
| IFG Advisors, LLC | 70.41K | Mar 31, 26 | -1.07K | 0.08% |
| Cambria Investment Management, L.P. | 69.52K | Mar 31, 26 | +6.42K | 0.07% |
| Grove Street Fiduciary, LLC | 68.04K | Mar 31, 26 | -1.35K | 0.07% |
| Whitaker-Myers Wealth Managers, LTD. | 68.02K | Mar 31, 26 | +3.13K | 0.07% |
| Beaird Harris Wealth Management, LLC | 67.81K | Mar 31, 26 | -7.55K | 0.07% |
| Johnson Financial Group, LLC | 67.70K | Mar 31, 26 | -15.96K | 0.07% |
| Newton One Investments LLC | 67.20K | Mar 31, 26 | +43.69K | 0.07% |
| PEAPACK GLADSTONE FINANCIAL CORP | 66.34K | Mar 31, 26 | -1.98K | 0.07% |
| RTD Financial Advisors, Inc. | 65.40K | Mar 31, 26 | -2.35K | 0.07% |
| FLOW TRADERS U.S. LLC | 65.03K | Mar 31, 26 | +65.03K | 0.07% |
| Kingsview Wealth Management, LLC | 63.59K | Mar 31, 26 | +53.50K | 0.07% |
| MAI Capital Management | 63.01K | Mar 31, 26 | -2.18K | 0.07% |
| Maltin Wealth Management, Inc. | 62.92K | Mar 31, 26 | +6.11K | 0.07% |
| Checchi Capital Advisers, LLC | 62.81K | Mar 31, 26 | -139 | 0.07% |
| Baird Financial Group, Inc. | 62.48K | Mar 31, 26 | +878 | 0.07% |
| CUTLER INVESTMENT COUNSEL LLC | 62.16K | Mar 31, 26 | +301 | 0.07% |
| Brooklyn FI, LLC | 61.14K | Mar 31, 26 | -2.09K | 0.07% |
| Mariner, LLC | 61.00K | Mar 31, 26 | +19.31K | 0.07% |
| Rockefeller Capital Management L.P. | 60.06K | Mar 31, 26 | +2.36K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58.56K | Mar 31, 26 | -279.65K | 0.06% |
| Twelve Points Wealth Management LLC | 58.15K | Mar 31, 26 | +6.78K | 0.06% |
| EXENCIAL WEALTH ADVISORS, LLC | 56.98K | Mar 31, 26 | -1.40K | 0.06% |
| Discipline Wealth Solutions, LLC | 56.60K | Mar 31, 26 | +50.02K | 0.06% |
| OLD MISSION CAPITAL LLC | 55.48K | Mar 31, 26 | +55.48K | 0.06% |
| Colony Group, LLC | 51.91K | Mar 31, 26 | +5.95K | 0.06% |
| FMR LLC | 50.13K | Mar 31, 26 | -22.68K | 0.05% |
| Farther Finance Advisors, LLC | 49.74K | Mar 31, 26 | +16.83K | 0.05% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48.69K | Mar 31, 26 | -271 | 0.05% |
| Quantum Capital Management, LLC / NJ | 48.49K | Mar 31, 26 | -1.47K | 0.05% |
| Gladwyn Financial Advisors, Inc. | 47.88K | Mar 31, 26 | -1.30K | 0.05% |
| GPWM LLC | 47.50K | Mar 31, 26 | -4.78K | 0.05% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 46.73K | Mar 31, 26 | +46.73K | 0.05% |
| Boston Standard Wealth Management, LLC | 45.61K | Mar 31, 26 | -1.59K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 45.56K | Mar 31, 26 | +2.90K | 0.05% |
| Tanager Wealth Management LLP | 44.94K | Mar 31, 26 | -349 | 0.05% |
| Sequoia Financial Advisors, LLC | 44.16K | Mar 31, 26 | -3.44K | 0.05% |
| PRINCIPAL SECURITIES, INC. | 44.12K | Mar 31, 26 | +1.18K | 0.05% |
| MACKENZIE FINANCIAL CORP | 42.84K | Mar 31, 26 | -2.89K | 0.05% |
| Noble Family Wealth, LLC | 42.09K | Mar 31, 26 | +4.44K | 0.05% |
| Flower City Capital | 41.62K | Mar 31, 26 | +1.24K | 0.04% |
| Sage Financial Management Group, Inc. | 41.59K | Mar 31, 26 | +701 | 0.04% |
| Colony Family Offices, LLC | 39.80K | Mar 31, 26 | +981 | 0.04% |
| MOLLER FINANCIAL SERVICES | 39.59K | Mar 31, 26 | +1.14K | 0.04% |
| SAGE RHINO CAPITAL LLC | 39.20K | Mar 31, 26 | +935 | 0.04% |
| Obsido Oy | 38.43K | Mar 31, 26 | +339 | 0.04% |
| Viewpoint Capital Management LLC | 38.18K | Mar 31, 26 | -880 | 0.04% |
| Janney Montgomery Scott LLC | 37.98K | Mar 31, 26 | -830 | 0.04% |
| Fusion Family Wealth LLC | 37.84K | Mar 31, 26 | -17.64K | 0.04% |
| SBI Securities Co., Ltd. | 35.53K | Mar 31, 26 | +76 | 0.04% |
| LAM GROUP, INC. | 35.50K | Mar 31, 26 | -- | 0.04% |
| FIRST HORIZON CORP | 35.14K | Mar 31, 26 | +1.50K | 0.04% |
| Landmark Wealth Management, LLC | 34.85K | Mar 31, 26 | +6.33K | 0.04% |
| Voya Financial Advisors, Inc. | 34.74K | Mar 31, 26 | +14.77K | 0.04% |
| Strategic Investment Advisors / MI | 34.52K | Mar 31, 26 | +4.23K | 0.04% |
| COMMERCE BANK | 34.00K | Mar 31, 26 | -2.51K | 0.04% |
| Buckingham Strategic Partners | 33.84K | Mar 31, 26 | -423 | 0.04% |
| NWAM LLC | 33.21K | Mar 31, 26 | +317 | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 33.05K | Mar 31, 26 | +5.37K | 0.04% |
| Vawter Financial, Ltd. | 32.75K | Mar 31, 26 | -3.06K | 0.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 32.70K | Mar 31, 26 | +8.28K | 0.04% |
| Bleakley Financial Group, LLC | 32.63K | Mar 31, 26 | +420 | 0.04% |
| BlackRock, Inc. | 32.44K | Mar 31, 26 | +26.71K | 0.03% |
| Aletheian Wealth Advisors LLC | 32.32K | Mar 31, 26 | +32.32K | 0.03% |
| Tortoise Investment Management, LLC | 31.85K | Mar 31, 26 | -652 | 0.03% |
| SWAN Capital LLC | 31.73K | Mar 31, 26 | -5.76K | 0.03% |
| CLUNE & ASSOCIATES, LTD. | 31.56K | Mar 31, 26 | -8.91K | 0.03% |
| Regal Investment Advisors LLC | 30.96K | Mar 31, 26 | +577 | 0.03% |
| Perigon Wealth Management, LLC | 29.71K | Mar 31, 26 | +795 | 0.03% |
| GREAT LAKES ADVISORS, LLC | 29.25K | Mar 31, 26 | +5.02K | 0.03% |
| Kohmann Bosshard Financial Services, LLC | 28.65K | Mar 31, 26 | -623 | 0.03% |
| Center for Financial Planning, Inc. | 28.55K | Mar 31, 26 | +106 | 0.03% |
| CARDIFF PARK ADVISORS, LLC | 28.50K | Mar 31, 26 | -3.05K | 0.03% |
| Haverford Trust Co | 28.48K | Mar 31, 26 | +19 | 0.03% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 28.29K | Mar 31, 26 | -260 | 0.03% |
| REBALANCE, LLC | 27.87K | Mar 31, 26 | -- | 0.03% |
| FIDUCIARY ADVISORS, INC. | 27.58K | Mar 31, 26 | +1.92K | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 27.56K | Mar 31, 26 | +712 | 0.03% |
| Symmetry Partners, LLC | 27.28K | Mar 31, 26 | -2.42K | 0.03% |
| INSPIRE TRUST CO, N.A. | 27.00K | Mar 31, 26 | -- | 0.03% |
| Certified Advisory Corp | 26.75K | Mar 31, 26 | +141 | 0.03% |
| Qube Research & Technologies Ltd | 26.67K | Mar 31, 26 | -19.38K | 0.03% |
| Walkner Condon Financial Advisors LLC | 26.46K | Mar 31, 26 | +760 | 0.03% |
| MML INVESTORS SERVICES, LLC | 26.01K | Mar 31, 26 | -4.18K | 0.03% |
| GFS Advisors, LLC | 25.76K | Mar 31, 26 | -2.30K | 0.03% |
| LPWM LLC | 25.74K | Mar 31, 26 | +308 | 0.03% |
| ECLECTIC ASSOCIATES INC /ADV | 25.69K | Mar 31, 26 | +1.44K | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 24.93K | Mar 31, 26 | +856 | 0.03% |
| HORIZON FINANCIAL SERVICES, LLC | 24.74K | Mar 31, 26 | +258 | 0.03% |
| Evanson Asset Management, LLC | 24.66K | Mar 31, 26 | +1 | 0.03% |
| Cornerstone Wealth Advisors, Inc. | 24.32K | Mar 31, 26 | +403 | 0.03% |
| Aberdeen Wealth Management LLC | 24.14K | Mar 31, 26 | -- | 0.03% |
| FDx Advisors, Inc. | 24.07K | Mar 31, 26 | -597 | 0.03% |
| St. Louis Trust Co | 23.48K | Mar 31, 26 | -693 | 0.03% |
| Arbor Wealth Advisors LLC | 23.21K | Mar 31, 26 | -- | 0.03% |
| Atomi Financial Group, Inc. | 22.81K | Mar 31, 26 | -2.09K | 0.02% |
| Bear Mountain Capital, Inc. | 22.75K | Mar 31, 26 | -79 | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22.62K | Mar 31, 26 | +1.08K | 0.02% |
| DRW Securities, LLC | 22.18K | Mar 31, 26 | +22.18K | 0.02% |
| TECTONIC ADVISORS LLC | 21.45K | Mar 31, 26 | -80 | 0.02% |
| Uptown Financial Advisors LLC | 20.62K | Mar 31, 26 | +1.39K | 0.02% |
| DAVENPORT & Co LLC | 20.49K | Mar 31, 26 | -179 | 0.02% |
| CoreFirst Bank & Trust | 19.55K | Mar 31, 26 | +1.64K | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 19.00K | Mar 31, 26 | -842 | 0.02% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 18.72K | Mar 31, 26 | +6.93K | 0.02% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18.63K | Mar 31, 26 | -45 | 0.02% |
| Wright Fund Management, LLC | 18.58K | Mar 31, 26 | +18.58K | 0.02% |
| FAMILY WEALTH PARTNERS, LLC | 18.58K | Mar 31, 26 | -76 | 0.02% |
| Kestra Advisory Services, LLC | 18.40K | Mar 31, 26 | -2.90K | 0.02% |
| Falcon Wealth Planning | 17.88K | Mar 31, 26 | -402 | 0.02% |
| Allegiance Financial Group Advisory Services LLC | 17.85K | Mar 31, 26 | -2.47K | 0.02% |
| Upper Left Wealth Management, LLC | 17.82K | Mar 31, 26 | +857 | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 17.79K | Mar 31, 26 | -293 | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.70K | Mar 31, 26 | -12.59K | 0.02% |
| Glaxis Capital Management, LLC | 17.60K | Mar 31, 26 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 17.50K | Mar 31, 26 | +13.55K | 0.02% |
| Integrity Wealth Solutions LLC | 16.51K | Mar 31, 26 | +48 | 0.02% |
| Summit Financial, LLC | 16.42K | Mar 31, 26 | +1.05K | 0.02% |
| Savvy Advisors, Inc. | 16.15K | Mar 31, 26 | +12.85K | 0.02% |
| Sanctuary Advisors, LLC | 16.14K | Mar 31, 26 | -5.47K | 0.02% |
| Valtinson Bruner Financial Planning LLC | 15.79K | Mar 31, 26 | +85 | 0.02% |
| Simplicity Wealth,LLC | 15.72K | Mar 31, 26 | -162 | 0.02% |
| Traveka Wealth, LLC | 15.61K | Mar 31, 26 | -208 | 0.02% |
| SIMON QUICK ADVISORS, LLC | 15.34K | Mar 31, 26 | -320 | 0.02% |
| Mittelman Wealth Management | 15.12K | Mar 31, 26 | +788 | 0.02% |
| Summit Financial Strategies, Inc. | 15.02K | Mar 31, 26 | +3.19K | 0.02% |
| Cassaday & Co Wealth Management LLC | 14.81K | Mar 31, 26 | -- | 0.02% |
| Sincerus Advisory, LLC | 14.61K | Mar 31, 26 | +481 | 0.02% |
| MGO ONE SEVEN LLC | 14.54K | Mar 31, 26 | -1.75K | 0.02% |
| SVB WEALTH LLC | 14.37K | Mar 31, 26 | -722 | 0.02% |
| Compass Ion Advisors, LLC | 14.29K | Mar 31, 26 | -789 | 0.02% |
| TCG Advisory Services, LLC | 14.19K | Mar 31, 26 | +14.19K | 0.02% |
| Intergy Private Wealth, LLC | 14.18K | Mar 31, 26 | -79 | 0.02% |
| Foundation Wealth Management, LLC\PA | 14.15K | Mar 31, 26 | -1.14K | 0.02% |
| Atlanta Consulting Group Advisors, LLC | 14.00K | Mar 31, 26 | +71 | 0.02% |
| Level Financial Advisors, Inc. | 13.97K | Mar 31, 26 | -914 | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 13.96K | Mar 31, 26 | +551 | 0.02% |
| PDS Planning, Inc | 13.78K | Mar 31, 26 | -329 | 0.01% |
| Quantinno Capital Management LP | 13.56K | Mar 31, 26 | +6.95K | 0.01% |
| Procyon Advisors, LLC | 13.46K | Mar 31, 26 | -21 | 0.01% |
| Gibraltar Capital Management, Inc. | 13.18K | Mar 31, 26 | +750 | 0.01% |
| Red Wave Investments LLC | 13.14K | Mar 31, 26 | -3.00K | 0.01% |
| PARK AVENUE SECURITIES LLC | 12.91K | Mar 31, 26 | +388 | 0.01% |
| Dai-Ichi Life Insurance Company, Ltd | 12.89K | Mar 31, 26 | -3.04K | 0.01% |
| NORTHERN TRUST CORP | 12.81K | Mar 31, 26 | -2.47K | 0.01% |
| Waverly Advisors, LLC | 12.78K | Mar 31, 26 | -362 | 0.01% |
| GHP Investment Advisors, Inc. | 12.75K | Mar 31, 26 | -1.12K | 0.01% |
| Cushing Capital Partners, LLC | 12.61K | Mar 31, 26 | -151 | 0.01% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 12.56K | Mar 31, 26 | +262 | 0.01% |
| INTRUST BANK NA | 12.42K | Mar 31, 26 | -4.54K | 0.01% |
| Root Financial Partners, LLC | 12.25K | Mar 31, 26 | +4.42K | 0.01% |
| Advisory Services Network, LLC | 12.05K | Mar 31, 26 | -176 | 0.01% |
| Bell Investment Advisors, Inc | 11.96K | Mar 31, 26 | +773 | 0.01% |
| Capital Analysts, LLC | 11.93K | Mar 31, 26 | -2.64K | 0.01% |
| BROWN ADVISORY INC | 11.69K | Mar 31, 26 | -- | 0.01% |
| M Holdings Securities, Inc. | 11.46K | Mar 31, 26 | -4 | 0.01% |
| CONGRESS ASSET MANAGEMENT CO /MA | 11.40K | Mar 31, 26 | +57 | 0.01% |
| ELEVATE WEALTH ADVISORY, INC | 11.26K | Mar 31, 26 | -631 | 0.01% |
| NEPC LLC | 10.88K | Mar 31, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 10.86K | Mar 31, 26 | +196 | 0.01% |
| Praetorian Wealth Management, Inc. | 10.68K | Mar 31, 26 | +44 | 0.01% |
| PINNACLE ASSOCIATES LTD | 10.63K | Mar 31, 26 | -245 | 0.01% |
| Zhang Financial LLC | 10.52K | Mar 31, 26 | -2.06K | 0.01% |
| EverSource Wealth Advisors, LLC | 10.34K | Mar 31, 26 | +4.87K | 0.01% |
| WELCH & FORBES LLC | 10.33K | Mar 31, 26 | -- | 0.01% |
| VANCE WEALTH, INC. | 10.19K | Mar 31, 26 | -1.05K | 0.01% |
| Cherry Tree Wealth Management, LLC | 9.91K | Mar 31, 26 | -1.20K | 0.01% |
| CoreCap Advisors, LLC | 9.91K | Mar 31, 26 | -212 | 0.01% |
| Asset Dedication, LLC | 9.91K | Mar 31, 26 | -508 | 0.01% |
| CITIGROUP INC | 9.78K | Mar 31, 26 | -27 | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | 9.77K | Mar 31, 26 | -- | 0.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9.73K | Mar 31, 26 | +2.52K | 0.01% |
| Alpha Financial Advisors, LLC | 9.60K | Mar 31, 26 | -1.84K | 0.01% |
| OPPENHEIMER & CO INC | 9.31K | Mar 31, 26 | +57 | 0.01% |
| Ballentine Partners, LLC | 9.21K | Mar 31, 26 | -- | 0.01% |
| Golden Bell Financial Planning LLC | 9.20K | Mar 31, 26 | -197 | 0.01% |
| CANANDAIGUA NATIONAL CORP | 9.01K | Mar 31, 26 | +9.01K | 0.01% |
| Minot DeBlois Advisors LLC | 8.98K | Mar 31, 26 | +123 | 0.01% |
| Harbour Capital Advisors, LLC | 8.88K | Mar 31, 26 | -- | 0.01% |
| TRUIST FINANCIAL CORP | 8.82K | Mar 31, 26 | -172 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 8.79K | Mar 31, 26 | +9 | 0.01% |
| Everhart Financial Group, Inc. | 8.73K | Mar 31, 26 | -344 | 0.01% |
| Colorado Capital Management, Inc. | 8.68K | Mar 31, 26 | -193 | 0.01% |
| Paragon Capital Management Ltd | 8.66K | Mar 31, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 8.46K | Mar 31, 26 | -10 | 0.01% |
| TCI Wealth Advisors, Inc. | 8.44K | Mar 31, 26 | -428 | 0.01% |
| Larson Financial Group LLC | 8.42K | Mar 31, 26 | +421 | 0.01% |
| Ascent Group, LLC | 8.37K | Mar 31, 26 | -252 | 0.01% |
| Johnson Financial Group, Inc. | 8.31K | Mar 31, 26 | -1.06K | 0.01% |
| HRT FINANCIAL LP | 8.31K | Mar 31, 26 | +8.31K | 0.01% |
| Pure Financial Advisors, LLC | 8.27K | Mar 31, 26 | -1.55K | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 8.07K | Mar 31, 26 | -343 | 0.01% |
| McLean Asset Management Corp | 8.04K | Mar 31, 26 | +14 | 0.01% |
| Dorsey & Whitney Trust CO LLC | 8.03K | Mar 31, 26 | -- | 0.01% |
| Morton Brown Family Wealth, LLC | 7.98K | Mar 31, 26 | -2 | 0.01% |
| JDH Wealth Management, LLC | 7.94K | Mar 31, 26 | -15 | 0.01% |
| RENAISSANCE TECHNOLOGIES LLC | 7.80K | Mar 31, 26 | +234 | 0.01% |
| SRS Capital Advisors, Inc. | 7.73K | Mar 31, 26 | +6.03K | 0.01% |
| THOMPSON SIEGEL & WALMSLEY LLC | 7.71K | Mar 31, 26 | +1.04K | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 7.66K | Mar 31, 26 | -1.46K | 0.01% |
| TITLEIST ASSET MANAGEMENT, LLC | 7.64K | Mar 31, 26 | -46 | 0.01% |
| Schoolcraft Capital LLC | 7.53K | Mar 31, 26 | -- | 0.01% |
| AlphaCore Capital LLC | 7.48K | Mar 31, 26 | +22 | 0.01% |
| SilverOak Wealth Management LLC | 7.34K | Mar 31, 26 | -118 | 0.01% |
| HB Wealth Management, LLC | 7.28K | Mar 31, 26 | +4.26K | 0.01% |
| Gateway Wealth Partners, LLC | 7.26K | Mar 31, 26 | +7.26K | 0.01% |
| Empowered Funds, LLC | 7.23K | Mar 31, 26 | -16.21K | 0.01% |
| ENCOMPASS WEALTH ADVISORS, LLC | 7.09K | Mar 31, 26 | +127 | 0.01% |
| Vise Technologies, Inc. | 7.09K | Mar 31, 26 | -- | 0.01% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7.04K | Mar 31, 26 | -9 | 0.01% |
| Columbia River Financial Group, LLC | 6.99K | Mar 31, 26 | +111 | 0.01% |
| Pinnacle Financial Group, LLC / IL | 6.98K | Mar 31, 26 | +6.98K | 0.01% |
| Asset Allocation Strategies LLC | 6.92K | Mar 31, 26 | -4.73K | 0.01% |
| Fountainhead AM, LLC | 6.86K | Mar 31, 26 | +1.81K | 0.01% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 6.84K | Mar 31, 26 | -- | 0.01% |
| Life Planning Partners, Inc | 6.56K | Mar 31, 26 | -377 | 0.01% |
| Miracle Mile Advisors, LLC | 6.48K | Mar 31, 26 | +2.18K | 0.01% |
| LRI Investments, LLC | 6.31K | Mar 31, 26 | -- | 0.01% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 6.30K | Mar 31, 26 | -- | 0.01% |
| Ameritas Advisory Services, LLC | 6.26K | Mar 31, 26 | -205 | 0.01% |
| BLAIR WILLIAM & CO/IL | 6.04K | Mar 31, 26 | +34 | 0.01% |
| BAILARD, INC. | 6.02K | Mar 31, 26 | -- | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 6.00K | Mar 31, 26 | -85 | 0.01% |
| Pensionmark Financial Group, LLC | 6.00K | Mar 31, 26 | +12 | 0.01% |
| Betterment LLC | 5.92K | Mar 31, 26 | +1.39K | 0.01% |
| Merit Financial Group, LLC | 5.91K | Mar 31, 26 | +641 | 0.01% |
| WARNER FINANCIAL, INC | 5.83K | Mar 31, 26 | -- | 0.01% |
| SGL Investment Advisors, Inc. | 5.81K | Mar 31, 26 | +618 | 0.01% |
| Arkadios Wealth Advisors | 5.79K | Mar 31, 26 | +341 | 0.01% |
| BWM Planning, LLC | 5.62K | Mar 31, 26 | -- | 0.01% |
| Windward Private Wealth Management Inc. | 5.57K | Mar 31, 26 | -- | 0.01% |
| IAG Wealth Partners, LLC | 5.51K | Mar 31, 26 | -37 | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 5.49K | Mar 31, 26 | -- | 0.01% |
| Camelot Portfolios, LLC | 5.48K | Mar 31, 26 | -1.66K | 0.01% |
| INVESTMENT PARTNERS, LTD. | 5.44K | Mar 31, 26 | -67 | 0.01% |
| CHOREO, LLC | 5.39K | Mar 31, 26 | -113 | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5.37K | Mar 31, 26 | +189 | 0.01% |
| DGS Capital Management, LLC | 5.35K | Mar 31, 26 | +199 | 0.01% |
| CWM, LLC | 5.34K | Mar 31, 26 | -194 | 0.01% |
| SouthState Corp | 5.33K | Mar 31, 26 | -- | 0.01% |
| FSM Wealth Advisors, LLC | 5.28K | Mar 31, 26 | +951 | 0.01% |
| CIBC WORLD MARKET INC. | 5.28K | Mar 31, 26 | +2.01K | 0.01% |
| Rockbridge Investment Management, LCC | 5.25K | Mar 31, 26 | -84 | 0.01% |
| Yoffe Investment Management, LLC | 5.21K | Mar 31, 26 | -- | 0.01% |
| Breakwater Capital Group | 5.21K | Mar 31, 26 | +275 | 0.01% |
| Triumph Capital Management | 5.20K | Mar 31, 26 | +4.58K | 0.01% |
| Beckerman Institutional, LLC | 5.14K | Mar 31, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 5.06K | Mar 31, 26 | +1.17K | 0.01% |
| M&T BANK CORP | 5.05K | Mar 31, 26 | -7 | 0.01% |
| Facet Wealth, Inc. | 5.03K | Mar 31, 26 | +1.08K | 0.01% |
| Anchor Investment Management, LLC | 5.00K | Mar 31, 26 | +130 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 4.99K | Mar 31, 26 | -2.73K | 0.01% |
| PRIVATE TRUST CO NA | 4.93K | Mar 31, 26 | -91 | 0.01% |
| Ridgewood Investments LLC | 4.93K | Mar 31, 26 | +4.93K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 4.92K | Mar 31, 26 | +2.94K | 0.01% |
| Private Advisor Group, LLC | 4.92K | Mar 31, 26 | +1.89K | 0.01% |
| SENTINEL TRUST CO LBA | 4.85K | Mar 31, 26 | +4.85K | 0.01% |
| Eagle Strategies LLC | 4.74K | Mar 31, 26 | -54 | 0.01% |
| Dunhill Financial, LLC | 4.70K | Mar 31, 26 | +1.04K | 0.01% |
| Brinker Capital Investments, LLC | 4.67K | Mar 31, 26 | -917 | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.63K | Mar 31, 26 | +893 | 0.00% |
| Evergreen Wealth Management, LLC | 4.54K | Mar 31, 26 | +100 | 0.00% |
| WHITTIER TRUST CO | 4.54K | Mar 31, 26 | -- | 0.00% |
| Allworth Financial LP | 4.53K | Mar 31, 26 | -254 | 0.00% |
| US BANCORP \DE\ | 4.46K | Mar 31, 26 | +16 | 0.00% |
| Patten Group, Inc. | 4.45K | Mar 31, 26 | +623 | 0.00% |
| Transamerica Financial Advisors, Inc. | 4.42K | Mar 31, 26 | -225 | 0.00% |
| Lodestone Wealth Management LLC | 4.36K | Mar 31, 26 | -- | 0.00% |
| Carson Advisory Inc. | 4.15K | Mar 31, 26 | +188 | 0.00% |
| Frazier Financial Advisors, LLC | 4.13K | Mar 31, 26 | -338 | 0.00% |
| Stratos Wealth Partners, LTD. | 4.10K | Mar 31, 26 | -24 | 0.00% |
| LAIRD NORTON TRUST COMPANY, LLC | 4.08K | Mar 31, 26 | -- | 0.00% |
| SCOTIA CAPITAL INC. | 4.03K | Mar 31, 26 | +172 | 0.00% |
| OneAscent Financial Services LLC | 3.99K | Mar 31, 26 | -170 | 0.00% |
| GLENMEDE TRUST CO NA | 3.99K | Mar 31, 26 | +485 | 0.00% |
| BCS Wealth Management | 3.94K | Mar 31, 26 | +3.94K | 0.00% |
| Optimist Retirement Group LLC | 3.90K | Mar 31, 26 | +174 | 0.00% |
| WEDBUSH SECURITIES INC | 3.88K | Mar 31, 26 | -2 | 0.00% |
| 180 WEALTH ADVISORS, LLC | 3.87K | Mar 31, 26 | +105 | 0.00% |
| TAGStone Capital, Inc. | 3.86K | Mar 31, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 3.85K | Mar 31, 26 | -- | 0.00% |
| Mutual Advisors, LLC | 3.84K | Mar 31, 26 | +1.22K | 0.00% |
| Soltis Investment Advisors LLC | 3.83K | Mar 31, 26 | +119 | 0.00% |
| PAX Financial Group, LLC | 3.80K | Mar 31, 26 | -1.39K | 0.00% |
| McAdam, LLC | 3.80K | Mar 31, 26 | +124 | 0.00% |
| TD Waterhouse Canada Inc. | 3.78K | Mar 31, 26 | +800 | 0.00% |
| Altiora Financial Group, LLC | 3.75K | Mar 31, 26 | -- | 0.00% |
| TWO SIGMA SECURITIES, LLC | 3.74K | Mar 31, 26 | +3.74K | 0.00% |
| Squarepoint Ops LLC | 3.74K | Mar 31, 26 | +3.74K | 0.00% |
| SHUFRO ROSE & CO LLC | 3.73K | Mar 31, 26 | -1.78K | 0.00% |
| BAHL & GAYNOR INC | 3.71K | Mar 31, 26 | -20 | 0.00% |
| SUMMIT WEALTH GROUP LLC / CO | 3.69K | Mar 31, 26 | -103 | 0.00% |
| Chicago Partners Investment Group LLC | 3.68K | Mar 31, 26 | +306 | 0.00% |
| Pinnacle Wealth Management Advisory Group, LLC | 3.67K | Mar 31, 26 | -35 | 0.00% |
| FIRST CITIZENS BANK & TRUST CO | 3.66K | Mar 31, 26 | -2.31K | 0.00% |
| Smartleaf Asset Management LLC | 3.64K | Mar 31, 26 | -145 | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 3.63K | Mar 31, 26 | +532 | 0.00% |
| EVOKE WEALTH, LLC | 3.63K | Mar 31, 26 | +574 | 0.00% |
| Midwest Trust Co | 3.62K | Mar 31, 26 | +53 | 0.00% |
| OLD NATIONAL BANCORP /IN/ | 3.61K | Mar 31, 26 | -- | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 3.58K | Mar 31, 26 | -2.60K | 0.00% |
| Klingman & Associates, LLC | 3.58K | Mar 31, 26 | -673 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 3.52K | Mar 31, 26 | -139 | 0.00% |
| Fortress Financial Solutions, LLC | 3.50K | Mar 31, 26 | +2.03K | 0.00% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3.48K | Mar 31, 26 | +3.48K | 0.00% |
| CreativeOne Wealth, LLC | 3.45K | Mar 31, 26 | +199 | 0.00% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 3.44K | Mar 31, 26 | -498 | 0.00% |
| Avidian Wealth Solutions, LLC | 3.42K | Mar 31, 26 | -15 | 0.00% |
| Comprehensive Money Management Services LLC | 3.41K | Mar 31, 26 | -- | 0.00% |
| STEPHENS INC /AR/ | 3.38K | Mar 31, 26 | +613 | 0.00% |
| Farnam Financial LLC | 3.38K | Mar 31, 26 | -- | 0.00% |
| Prosperity Planning, Inc. | 3.37K | Mar 31, 26 | -98 | 0.00% |
| Clarity Capital Advisors, LLC | 3.35K | Mar 31, 26 | -- | 0.00% |
| Anson Capital, Inc. | 3.31K | Mar 31, 26 | -15 | 0.00% |
| Wealthfront Advisers LLC | 3.30K | Mar 31, 26 | +3.30K | 0.00% |
| Valeo Financial Advisors, LLC | 3.30K | Mar 31, 26 | -- | 0.00% |
| FORVIS Wealth Advisors, LLC | 3.25K | Mar 31, 26 | -224 | 0.00% |
| JOHNSON INVESTMENT COUNSEL INC | 3.25K | Mar 31, 26 | -299 | 0.00% |
| Cresset Asset Management, LLC | 3.24K | Mar 31, 26 | +192 | 0.00% |
| REGIONS FINANCIAL CORP | 3.24K | Mar 31, 26 | +485 | 0.00% |
| Red Door Wealth Management, LLC | 3.21K | Mar 31, 26 | -- | 0.00% |
| CGN Advisors LLC | 3.09K | Mar 31, 26 | -225 | 0.00% |
| Clarion Wealth Managment Partners, LLC | 3.06K | Mar 31, 26 | -25 | 0.00% |
| Steward Partners Investment Advisory, LLC | 3.03K | Mar 31, 26 | +1.54K | 0.00% |
| Allegheny Financial Group LTD | 3.02K | Mar 31, 26 | -206 | 0.00% |
| Aurelius Family Office LLC | 3.02K | Mar 31, 26 | -241 | 0.00% |
| Sowell Financial Services LLC | 3.02K | Mar 31, 26 | -205 | 0.00% |
| AIRE ADVISORS, LLC | 3.01K | Mar 31, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 3.01K | Mar 31, 26 | +233 | 0.00% |
| Quadcap Wealth Management, LLC | 3.00K | Mar 31, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 2.99K | Mar 31, 26 | +464 | 0.00% |
| Sunesis Advisors, LLC | 2.98K | Mar 31, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2.98K | Mar 31, 26 | -394 | 0.00% |
| Armbruster Capital Management, Inc. | 2.95K | Mar 31, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 2.88K | Mar 31, 26 | +688 | 0.00% |
| VANGUARD ADVISERS INC | 2.88K | Mar 31, 26 | +2.88K | 0.00% |
| STAGE HARBOR FINANCIAL, LLC | 2.84K | Mar 31, 26 | -- | 0.00% |
| Opus Capital Group, LLC | 2.83K | Mar 31, 26 | -5 | 0.00% |
| Tribridge Partners Financial LLC | 2.79K | Mar 31, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 2.78K | Mar 31, 26 | -489 | 0.00% |
| Prime Capital Investment Advisors, LLC | 2.76K | Mar 31, 26 | -- | 0.00% |
| One Day In July LLC | 2.75K | Mar 31, 26 | -663 | 0.00% |
| Center For Asset Management LLC | 2.74K | Mar 31, 26 | +203 | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.69K | Mar 31, 26 | +452 | 0.00% |
| AE Wealth Management LLC | 2.67K | Mar 31, 26 | +107 | 0.00% |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.67K | Mar 31, 26 | +103 | 0.00% |
| Lynx Investment Advisory | 2.65K | Mar 31, 26 | +2.65K | 0.00% |
| Fiera Capital Corp | 2.64K | Mar 31, 26 | -- | 0.00% |
| Equitable Holdings, Inc. | 2.64K | Mar 31, 26 | +475 | 0.00% |
| Prairiewood Capital, LLC | 2.63K | Mar 31, 26 | -- | 0.00% |
| Resources Investment Advisors, LLC. | 2.62K | Mar 31, 26 | +136 | 0.00% |
| Essex Financial Services, Inc. | 2.62K | Mar 31, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2.60K | Mar 31, 26 | +787 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 2.59K | Mar 31, 26 | -- | 0.00% |
| FIRST NATIONAL TRUST CO | 2.58K | Mar 31, 26 | +770 | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 2.56K | Mar 31, 26 | -- | 0.00% |
| Hexagon Capital Partners LLC | 2.55K | Mar 31, 26 | +2.55K | 0.00% |
| JEPPSON WEALTH MANAGEMENT, LLC | 2.54K | Mar 31, 26 | -- | 0.00% |
| CIM, LLC | 2.54K | Mar 31, 26 | +3 | 0.00% |
| MorganRosel Wealth Management, LLC | 2.54K | Mar 31, 26 | -1.34K | 0.00% |
| Westmount Partners, LLC | 2.53K | Mar 31, 26 | -- | 0.00% |
| VisionPoint Advisory Group, LLC | 2.50K | Mar 31, 26 | -20 | 0.00% |
| WEIK CAPITAL MANAGEMENT | 2.50K | Mar 31, 26 | -- | 0.00% |
| Smith Thornton Advisors LLC | 2.50K | Mar 31, 26 | -- | 0.00% |
| RMB Capital Management, LLC | 2.50K | Mar 31, 26 | +2.50K | 0.00% |
| Baker Ellis Asset Management LLC | 2.48K | Mar 31, 26 | -- | 0.00% |
| Capital Investment Advisors, LLC | 2.44K | Mar 31, 26 | -14 | 0.00% |
| Hamilton Wealth, LLC | 2.42K | Mar 31, 26 | -- | 0.00% |
| Pallas Capital Advisors LLC | 2.41K | Mar 31, 26 | -73 | 0.00% |
| Sequent Planning LLC | 2.39K | Mar 31, 26 | -48 | 0.00% |
| NOVEM GROUP | 2.38K | Mar 31, 26 | +520 | 0.00% |
| CSM Advisors, LLC | 2.35K | Mar 31, 26 | -- | 0.00% |
| Matisse Capital | 2.34K | Mar 31, 26 | -- | 0.00% |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.34K | Mar 31, 26 | -- | 0.00% |
| UMB Bank, n.a. | 2.32K | Mar 31, 26 | -- | 0.00% |
| Palisades Hudson Asset Management, L.P. | 2.28K | Mar 31, 26 | -- | 0.00% |
| APPLETON PARTNERS INC/MA | 2.27K | Mar 31, 26 | -1.50K | 0.00% |
| FIRETHORN WEALTH PARTNERS, LLC | 2.25K | Mar 31, 26 | +652 | 0.00% |
| Fisher Asset Management, LLC | 2.20K | Mar 31, 26 | -83 | 0.00% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2.18K | Mar 31, 26 | -120 | 0.00% |
| Greenspring Advisors, LLC | 2.18K | Mar 31, 26 | +148 | 0.00% |
| Community Bank, N.A. | 2.17K | Mar 31, 26 | -- | 0.00% |
| Atria Investments, Inc | 2.13K | Mar 31, 26 | -8.02K | 0.00% |
| HARBOUR INVESTMENTS, INC. | 2.10K | Mar 31, 26 | +1.38K | 0.00% |
| First National Bank of Mount Dora, Trust Investment Services | 2.10K | Mar 31, 26 | -- | 0.00% |
| Balboa Wealth Partners | 2.08K | Mar 31, 26 | -36 | 0.00% |
| Dakota Wealth Management | 2.06K | Mar 31, 26 | -- | 0.00% |
| TFB Advisors LLC | 2.04K | Mar 31, 26 | -880 | 0.00% |
| Skopos Labs, Inc. | 2.04K | Mar 31, 26 | +2.04K | 0.00% |
| CVA Family Office, LLC | 2.03K | Mar 31, 26 | -- | 0.00% |
| Bedel Financial Consulting, Inc. | 2.00K | Mar 31, 26 | -- | 0.00% |
| INSIGHT 2811, INC. | 2.00K | Mar 31, 26 | -- | 0.00% |
| Advyzon Investment Management, LLC | 1.97K | Mar 31, 26 | +1.97K | 0.00% |
| Sovereign Financial Group, Inc. | 1.96K | Mar 31, 26 | +1.96K | 0.00% |
| Csenge Advisory Group | 1.93K | Mar 31, 26 | +112 | 0.00% |
| CAPITAL ADVISORS INC/OK | 1.90K | Mar 31, 26 | +12 | 0.00% |
| Elm Partners Management LLC | 1.90K | Mar 31, 26 | +1.90K | 0.00% |
| JGP Wealth Management, LLC | 1.87K | Mar 31, 26 | -364 | 0.00% |
| Sterling Wealth Management, Inc. | 1.87K | Mar 31, 26 | -10 | 0.00% |
| Destiny Wealth Partners, LLC | 1.87K | Mar 31, 26 | -- | 0.00% |
| BARCLAYS PLC | 1.86K | Mar 31, 26 | +717 | 0.00% |
| Black Diamond Financial, LLC | 1.85K | Mar 31, 26 | +5 | 0.00% |
| WBH ADVISORY INC | 1.85K | Mar 31, 26 | -- | 0.00% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.82K | Mar 31, 26 | +127 | 0.00% |
| Athena Investment Management | 1.80K | Mar 31, 26 | -- | 0.00% |
| STEVENS CAPITAL PARTNERS | 1.78K | Mar 31, 26 | +346 | 0.00% |
| BCO Wealth Management LLC | 1.77K | Mar 31, 26 | -- | 0.00% |
| Joel Isaacson & Co., LLC | 1.74K | Mar 31, 26 | -- | 0.00% |
| Vident Advisory, LLC | 1.74K | Mar 31, 26 | +1.74K | 0.00% |
| Per Stirling Capital Management, LLC. | 1.74K | Mar 31, 26 | +229 | 0.00% |
| Hardin Capital Partners, LLC | 1.73K | Mar 31, 26 | +3 | 0.00% |
| Avant Financial Advisors LLC | 1.73K | Mar 31, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 1.72K | Mar 31, 26 | -47 | 0.00% |
| Newport Capital Group, LLC | 1.70K | Mar 31, 26 | -- | 0.00% |
| Pacific Asset Management, LLC | 1.66K | Mar 31, 26 | -136 | 0.00% |
| Sepio Capital, LP | 1.65K | Mar 31, 26 | +195 | 0.00% |
| Key FInancial Inc | 1.64K | Mar 31, 26 | -4 | 0.00% |
| BENJAMIN EDWARDS INC | 1.63K | Mar 31, 26 | +1.63K | 0.00% |
| Argent Trust Co | 1.63K | Mar 31, 26 | -- | 0.00% |
| Modern Wealth Management, LLC | 1.61K | Mar 31, 26 | -16 | 0.00% |
| Apollon Wealth Management, LLC | 1.59K | Mar 31, 26 | -135 | 0.00% |
| Rialto Wealth Management, LLC | 1.58K | Mar 31, 26 | -1 | 0.00% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 1.57K | Mar 31, 26 | -481 | 0.00% |
| Silver Oak Advisory Group, Inc. | 1.57K | Mar 31, 26 | -324 | 0.00% |
| SJS Investment Consulting Inc. | 1.56K | Mar 31, 26 | -30 | 0.00% |
| Eagle Bay Advisors LLC | 1.55K | Mar 31, 26 | -1.06K | 0.00% |
| Single Point Partners, LLC | 1.55K | Mar 31, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 1.54K | Mar 31, 26 | +374 | 0.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.53K | Mar 31, 26 | +1.53K | 0.00% |
| Dynamic Advisor Solutions LLC | 1.53K | Mar 31, 26 | +1.53K | 0.00% |
| PUREfi Wealth, LLC | 1.50K | Mar 31, 26 | -- | 0.00% |
| Prospera Financial Services Inc | 1.50K | Mar 31, 26 | -323 | 0.00% |
| RENAISSANCE GROUP LLC | 1.49K | Mar 31, 26 | +1.49K | 0.00% |
| GTS SECURITIES LLC | 1.48K | Mar 31, 26 | -19.47K | 0.00% |
| Holistic Planning, LLC | 1.48K | Mar 31, 26 | -4 | 0.00% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.48K | Mar 31, 26 | +1.48K | 0.00% |
| ELLERSON GROUP INC /ADV | 1.47K | Mar 31, 26 | -- | 0.00% |
| ANDERSON HOAGLAND & CO | 1.46K | Mar 31, 26 | +33 | 0.00% |
| AdvisorNet Financial, Inc | 1.46K | Mar 31, 26 | -1.89K | 0.00% |
| Brand Asset Management Group, Inc. | 1.45K | Mar 31, 26 | -77 | 0.00% |
| MMA ASSET MANAGEMENT LLC | 1.45K | Mar 31, 26 | +1.45K | 0.00% |
| Ellis Investment Partners, LLC | 1.45K | Mar 31, 26 | +1.45K | 0.00% |
| May Hill Capital, LLC | 1.45K | Mar 31, 26 | -71 | 0.00% |
| Elmwood Wealth Management, Inc. | 1.43K | Mar 31, 26 | -- | 0.00% |
| North Capital, Inc. | 1.43K | Mar 31, 26 | -- | 0.00% |
| Clark Asset Management, LLC | 1.42K | Mar 31, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 1.41K | Mar 31, 26 | -7 | 0.00% |
| Everstar Asset Management, LLC | 1.39K | Mar 31, 26 | +1.39K | 0.00% |
| City State Bank | 1.38K | Mar 31, 26 | -- | 0.00% |
| GeoWealth Management, LLC | 1.37K | Mar 31, 26 | +1.37K | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 1.34K | Mar 31, 26 | +1.31K | 0.00% |
| Operose Advisors LLC | 1.25K | Mar 31, 26 | -274 | 0.00% |
| HBK Sorce Advisory LLC | 1.25K | Mar 31, 26 | -81 | 0.00% |
| CENTRAL TRUST Co | 1.23K | Mar 31, 26 | -115 | 0.00% |
| Pillar Financial Advisors, LLC | 1.21K | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 1.19K | Mar 31, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.18K | Mar 31, 26 | -1.15K | 0.00% |
| FIFTH THIRD BANCORP | 1.11K | Mar 31, 26 | +1.05K | 0.00% |
| DEUTSCHE BANK AG\ | 1.08K | Mar 31, 26 | -1.97K | 0.00% |
| Western Wealth Management, LLC | 1.05K | Mar 31, 26 | -560 | 0.00% |
| Smithfield Trust Co | 1.02K | Mar 31, 26 | -- | 0.00% |
| Roble, Belko & Company, Inc | 1.01K | Mar 31, 26 | -535 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 999 | Mar 31, 26 | +849 | 0.00% |
| RAELIPSKIE PARTNERSHIP | 970 | Mar 31, 26 | -500 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 956 | Mar 31, 26 | +956 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 907 | Mar 31, 26 | -- | 0.00% |
| Fairway Wealth LLC | 878 | Mar 31, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 839 | Mar 31, 26 | +316 | 0.00% |
| USA Financial Portformulas Corp | 832 | Mar 31, 26 | -134 | 0.00% |
| Russell Investments Group, Ltd. | 791 | Mar 31, 26 | +234 | 0.00% |
| Sound Income Strategies, LLC | 752 | Mar 31, 26 | -71 | 0.00% |
| Spire Wealth Management | 726 | Mar 31, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 707 | Mar 31, 26 | -44 | 0.00% |
| Rossby Financial, LCC | 563 | Mar 31, 26 | +246 | 0.00% |
| IFP Advisors, Inc | 555 | Mar 31, 26 | -676 | 0.00% |
| TFC Financial Management, Inc. | 515 | Mar 31, 26 | -- | 0.00% |
| AMERICAN NATIONAL BANK | 500 | Mar 31, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 468 | Mar 31, 26 | +13 | 0.00% |
| Princeton Global Asset Management LLC | 438 | Mar 31, 26 | -- | 0.00% |
| JDM Financial Group LLC | 434 | Mar 31, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 433 | Mar 31, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 426 | Mar 31, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 410 | Mar 31, 26 | +410 | 0.00% |
| WealthCollab, LLC | 387 | Mar 31, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 374 | Mar 31, 26 | +21 | 0.00% |
| Harbor Asset Planning, Inc. | 353 | Mar 31, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 350 | Mar 31, 26 | -87 | 0.00% |
| BARRETT & COMPANY, INC. | 346 | Mar 31, 26 | -- | 0.00% |
| ORG Wealth Partners, LLC | 344 | Mar 31, 26 | -2.69K | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 304 | Mar 31, 26 | +304 | 0.00% |
| Ancora Advisors, LLC | 302 | Mar 31, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 296 | Mar 31, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 265 | Mar 31, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 260 | Mar 31, 26 | -30 | 0.00% |
| Signature Resources Capital Management, LLC | 246 | Mar 31, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 246 | Mar 31, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 238 | Mar 31, 26 | -- | 0.00% |
| Addison Advisors LLC | 234 | Mar 31, 26 | -- | 0.00% |
| Main Street Group, LTD | 230 | Mar 31, 26 | +230 | 0.00% |
| WPG Advisers, LLC | 228 | Mar 31, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 228 | Mar 31, 26 | +10 | 0.00% |
| Ronald Blue Trust, Inc. | 223 | Mar 31, 26 | -6 | 0.00% |
| Clearstead Trust, LLC | 210 | Mar 31, 26 | -- | 0.00% |
| Accent Capital Management, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 200 | Mar 31, 26 | -- | 0.00% |
| TD Capital Management LLC | 198 | Mar 31, 26 | -- | 0.00% |
| GAMMA Investing LLC | 192 | Mar 31, 26 | -112 | 0.00% |
| Sachetta, LLC | 189 | Mar 31, 26 | +2 | 0.00% |
| Capital Investment Advisory Services, LLC | 174 | Mar 31, 26 | -16 | 0.00% |
| Crewe Advisors LLC | 171 | Mar 31, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 168 | Mar 31, 26 | -- | 0.00% |
| MCF Advisors LLC | 162 | Mar 31, 26 | -32 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 160 | Mar 31, 26 | +160 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 152 | Mar 31, 26 | -- | 0.00% |
| Legacy Bridge, LLC | 140 | Mar 31, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 139 | Mar 31, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 130 | Mar 31, 26 | +130 | 0.00% |
| Vanguard National Trust Co | 128 | Mar 31, 26 | +128 | 0.00% |
| Ulland Investment Advisors, LLC | 125 | Mar 31, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 116 | Mar 31, 26 | +116 | 0.00% |
| Bank of Jackson Hole Trust | 108 | Mar 31, 26 | +30 | 0.00% |
| Corsicana & Co. | 105 | Mar 31, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 104 | Mar 31, 26 | +3 | 0.00% |
| Burk Holdings LLC | 99 | Mar 31, 26 | +99 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 98 | Mar 31, 26 | +82 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 94 | Mar 31, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 90 | Mar 31, 26 | +90 | 0.00% |
| CURIO WEALTH, LLC | 88 | Mar 31, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 81 | Mar 31, 26 | -- | 0.00% |
| Hartford Financial Management Inc. | 80 | Mar 31, 26 | -- | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 75 | Mar 31, 26 | -75 | 0.00% |
| Tradewinds Capital Management, LLC | 73 | Mar 31, 26 | -- | 0.00% |
| First Pacific Financial | 72 | Mar 31, 26 | -2 | 0.00% |
| Avion Wealth | 71 | Mar 31, 26 | -- | 0.00% |
| Vermillion Wealth Management, Inc. | 67 | Mar 31, 26 | -9 | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 65 | Mar 31, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 63 | Mar 31, 26 | -50 | 0.00% |
| Cornerstone Planning Group LLC | 62 | Mar 31, 26 | -- | 0.00% |
| WFA of San Diego, LLC | 60 | Mar 31, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 60 | Mar 31, 26 | -- | 0.00% |
| Peterson Wealth Services | 60 | Mar 31, 26 | -- | 0.00% |
| Tidemark, LLC | 52 | Mar 31, 26 | -92 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 50 | Mar 31, 26 | -- | 0.00% |
| Activest Wealth Management | 46 | Mar 31, 26 | -- | 0.00% |
| Coston, McIsaac & Partners | 44 | Mar 31, 26 | -- | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 44 | Mar 31, 26 | +29 | 0.00% |
| Park Square Financial Group, LLC | 44 | Mar 31, 26 | -219 | 0.00% |
| Valued Wealth Advisors LLC | 44 | Mar 31, 26 | +44 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 42 | Mar 31, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 38 | Mar 31, 26 | -- | 0.00% |
| CGC Financial Services, LLC | 35 | Mar 31, 26 | -- | 0.00% |
| Scarborough Advisors, LLC | 29 | Mar 31, 26 | +29 | 0.00% |
| Jackson Hole Capital Partners, LLC | 28 | Mar 31, 26 | -- | 0.00% |
| Winthrop Capital Management, LLC | 26 | Mar 31, 26 | -- | 0.00% |
| New Republic Capital, LLC | 26 | Mar 31, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 25 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 24 | Mar 31, 26 | -19 | 0.00% |
| Abound Wealth Management | 24 | Mar 31, 26 | -- | 0.00% |
| Aspect Partners, LLC | 23 | Mar 31, 26 | -- | 0.00% |
| DiNuzzo Private Wealth, Inc. | 22 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 21 | Mar 31, 26 | +21 | 0.00% |
| Anfield Capital Management, LLC | 19 | Mar 31, 26 | -- | 0.00% |
| Bangor Savings Bank | 19 | Mar 31, 26 | -- | 0.00% |
| Balentine LLC | 18 | Mar 31, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 17 | Mar 31, 26 | -- | 0.00% |
| Quent Capital, LLC | 16 | Mar 31, 26 | -- | 0.00% |
| Legacy Wealth Managment, LLC/ID | 16 | Mar 31, 26 | -8 | 0.00% |
| Geneos Wealth Management Inc. | 15 | Mar 31, 26 | -- | 0.00% |
| Financial Gravity Asset Management, Inc. | 15 | Mar 31, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 14 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 13 | Mar 31, 26 | -- | 0.00% |
| Golden State Equity Partners | 8 | Mar 31, 26 | +8 | 0.00% |
| HighMark Wealth Management LLC | 7 | Mar 31, 26 | -9 | 0.00% |
| SIGNATUREFD, LLC | 6 | Mar 31, 26 | +6 | 0.00% |
| Rosenberg Matthew Hamilton | 5 | Mar 31, 26 | -- | 0.00% |
| Prudent Man Investment Management, Inc. | 4 | Mar 31, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 1 | Mar 31, 26 | -- | 0.00% |
| Quadrature Capital Ltd | -- | Mar 31, 26 | -8.12K | -- |
| Mowery & Schoenfeld Wealth Management, LLC | -- | Mar 31, 26 | -11 | -- |
| True North Advisors, LLC | -- | Mar 31, 26 | -5.34K | -- |
| Foundations Investment Advisors, LLC | -- | Mar 31, 26 | -1.40K | -- |
| Strategic Financial Planning, Inc. | -- | Mar 31, 26 | -78.50K | -- |
| Sound Financial Strategies Group, LLC | -- | Mar 31, 26 | -5.00K | -- |
| Concurrent Investment Advisors, LLC | -- | Mar 31, 26 | -9.78K | -- |
| Creative Capital Management Investments LLC | -- | Mar 31, 26 | -18 | -- |
| TCTC Holdings, LLC | -- | Mar 31, 26 | -2 | -- |
| Matrix Trust Co | -- | Mar 31, 26 | -1.87K | -- |
| CX Institutional | -- | Mar 31, 26 | -18 | -- |
| OPTIMA CAPITAL LLC | -- | Mar 31, 26 | -18 | -- |
| Arete Wealth Advisors, LLC | -- | Mar 31, 26 | -5.76K | -- |
| FIDUCIENT ADVISORS LLC | -- | Mar 31, 26 | -1.95K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -90 | -- |
| Wealth Watch Advisors, INC | -- | Mar 31, 26 | -200 | -- |
| Plancorp, LLC | -- | Mar 31, 26 | -1.44K | -- |
| Woodside Wealth Management LLC | -- | Mar 31, 26 | -221 | -- |
| Wealth Preservation Advisors, LLC | -- | Mar 31, 26 | -22 | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -312 | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -7.97K | -- |
| QRG CAPITAL MANAGEMENT, INC. | -- | Mar 31, 26 | -1.50K | -- |
| BRANDES INVESTMENT PARTNERS, LP | -- | Mar 31, 26 | -1.54K | -- |
| Vanguard Personalized Indexing Management, LLC | -- | Mar 31, 26 | -3.49K | -- |
| Fourth Dimension Wealth, LLC | -- | Mar 31, 26 | -2.03K | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -6.40K | -- |
| SOL Capital Management CO | -- | Mar 31, 26 | -10.29K | -- |
| DecisionPoint Financial, LLC | -- | Mar 31, 26 | -20 | -- |
| Concord Wealth Partners | -- | Mar 31, 26 | -78 | -- |
| Alteri Wealth LLC | -- | Mar 31, 26 | -1.56K | -- |
| CIBC Private Wealth Group, LLC | 17.16K | Dec 31, 25 | +2.09K | 0.02% |
| Blue Barn Wealth, LLC | 14.99K | Dec 31, 25 | -14.93K | 0.02% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 9.04K | Dec 31, 25 | -457 | 0.01% |
| Liberty Capital Management, Inc. | 5.25K | Dec 31, 25 | -17 | 0.01% |
| TRUST CO OF VERMONT | 4.68K | Dec 31, 25 | -25 | 0.01% |
| Global Retirement Partners, LLC | 4.01K | Dec 31, 25 | +1.91K | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 3.33K | Dec 31, 25 | -64 | 0.00% |
| VANGUARD GROUP INC | 2.68K | Dec 31, 25 | +125 | 0.00% |
| SageView Advisory Group, LLC | 2.56K | Dec 31, 25 | -75 | 0.00% |
| ORG Partners LLC | 1.60K | Dec 31, 25 | -33 | 0.00% |
| COMERICA BANK | 1.22K | Dec 31, 25 | -47 | 0.00% |
| Alpha Cubed Investments, LLC | -- | Dec 31, 25 | -2.24K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -510 | -- |
| Full Sail Capital, LLC | 301.87K | Sep 30, 25 | -9.64K | 0.33% |
| Hemington Wealth Management | 25.52K | Sep 30, 25 | -321 | 0.03% |
| Kathleen S. Wright Associates Inc. | 15.10K | Sep 30, 25 | -484 | 0.02% |
| AllSquare Wealth Management LLC | 11.57K | Sep 30, 25 | -59 | 0.01% |
| JFG Wealth Management, LLC | 11.29K | Sep 30, 25 | -588 | 0.01% |
| WETHERBY ASSET MANAGEMENT INC | 5.42K | Sep 30, 25 | -- | 0.01% |
| GRIES FINANCIAL LLC | 4.86K | Sep 30, 25 | -- | 0.01% |
| Glenmede Investment Management, LP | 3.71K | Sep 30, 25 | -- | 0.00% |
| PBMares Wealth Management LLC | 2.67K | Sep 30, 25 | +3 | 0.00% |
| Bristlecone Advisors, LLC | 2.41K | Sep 30, 25 | -- | 0.00% |
| FSA Wealth Management LLC | 477 | Sep 30, 25 | -6 | 0.00% |
| Lowe Wealth Advisors, LLC | 204 | Sep 30, 25 | -- | 0.00% |
| Accredited Wealth Management, LLC | 112 | Sep 30, 25 | +80 | 0.00% |
| Guerra Advisors Inc | 6 | Sep 30, 25 | +6 | 0.00% |
| PrairieView Partners, LLC | 253.34K | Jun 30, 25 | -8.15K | 0.27% |
| First Horizon Advisors, Inc. | 130.27K | Jun 30, 25 | +3.76K | 0.14% |
| Family Firm, Inc. | 39.06K | Jun 30, 25 | +856 | 0.04% |
| Congress Wealth Management LLC / DE / | 19.97K | Jun 30, 25 | +860 | 0.02% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 13.45K | Jun 30, 25 | -15 | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 7.83K | Jun 30, 25 | -61 | 0.01% |
| DHK Financial Advisors, Inc. | 4.74K | Jun 30, 25 | +27 | 0.01% |
| Elios Financial Group Inc. | 4.16K | Jun 30, 25 | +374 | 0.00% |
| Financial Gravity Companies, Inc. | 232 | Jun 30, 25 | +232 | 0.00% |
| Iron Horse Wealth Management, LLC | 60 | Jun 30, 25 | +10 | 0.00% |
| Legacy Investment Solutions, LLC | 24 | Jun 30, 25 | +24 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -2.21K | -- |
| Callan Capital, LLC | 7.73K | Mar 31, 25 | -- | 0.01% |
| Orion Portfolio Solutions, LLC | 7.66K | Mar 31, 25 | +1.03K | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 925 | Mar 31, 25 | -220 | 0.00% |
| Centered Wealth LLC dba Miller Equity Capital Advisors | -- | Mar 31, 25 | -16.04K | -- |
| Private Portfolio Partners LLC | 13.26K | Dec 31, 24 | -521 | 0.01% |
| Merriman Wealth Management, LLC | 10.92K | Dec 31, 24 | +149 | 0.01% |
| LAKE STREET ADVISORS GROUP, LLC | 9.69K | Dec 31, 24 | -- | 0.01% |
| PRIVATE CAPITAL MANAGEMENT LLC | 908 | Dec 31, 24 | +908 | 0.00% |
| Sanctuary Wealth Management, L.L.C. | 35 | Dec 31, 24 | -- | 0.00% |
| Kiely Wealth Advisory Group, Inc. | 31 | Dec 31, 24 | -- | 0.00% |
| Sugarloaf Wealth Management, LLC | 17 | Dec 31, 24 | +1 | 0.00% |
| Cassady Schiller Wealth Management, LLC | 15 | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | 7 | Dec 31, 24 | +7 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -59 | -- |
| Axiom Advisory, LLC | 2.85M | Sep 30, 24 | +147.95K | 3.07% |
| Syntrinsic LLC | 95.26K | Sep 30, 24 | +463 | 0.10% |
| Raymond James Financial Services Advisors, Inc. | 49.63K | Sep 30, 24 | +9.94K | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 40.52K | Sep 30, 24 | +5.53K | 0.04% |
| Annapolis Financial Services, LLC | 36.63K | Sep 30, 24 | -3.04K | 0.04% |
| Alera Investment Advisors, LLC | 27.73K | Sep 30, 24 | -3.50K | 0.03% |
| PRIO WEALTH LIMITED PARTNERSHIP | 10.04K | Sep 30, 24 | -- | 0.01% |
| Brophy Wealth Management, LLC | 3.82K | Sep 30, 24 | +3.82K | 0.00% |
| FinTrust Capital Advisors, LLC | 631 | Sep 30, 24 | -- | 0.00% |
| New Potomac Partners, LLC | 150 | Sep 30, 24 | +150 | 0.00% |
| BlackRock Inc. | 200.03K | Jun 30, 24 | -74.13K | 0.22% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 23.76K | Jun 30, 24 | -1.49K | 0.03% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5.06K | Jun 30, 24 | -748 | 0.01% |
| Windham Capital Management, LLC | 4.25K | Jun 30, 24 | -- | 0.00% |
| Private Ocean, LLC | 751 | Jun 30, 24 | +535 | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 515 | Jun 30, 24 | -- | 0.00% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -5 | -- |
| Charles Schwab Investment Advisory, Inc. | 1.70M | Mar 31, 24 | -71.83K | 1.84% |
| Cetera Advisor Networks LLC | 93.47K | Mar 31, 24 | -330 | 0.10% |
| Cetera Advisors LLC | 76.72K | Mar 31, 24 | +33.44K | 0.08% |
| Cutler Group LLC / CA | 600 | Mar 31, 24 | +500 | 0.00% |
| Retirement Group, LLC | 15 | Mar 31, 24 | -- | 0.00% |
| LWS Wealth Advisors, Inc. | 58.55K | Dec 31, 23 | +4.73K | 0.06% |
| Simplicity Solutions, LLC | 38.40K | Dec 31, 23 | -3.01K | 0.04% |
| DFPG INVESTMENTS, LLC | 32.17K | Dec 31, 23 | +995 | 0.03% |
| Rainsberger Wealth Advisors, Inc. | 29.65K | Dec 31, 23 | +328 | 0.03% |
| WADE G W & INC | 4.37K | Dec 31, 23 | +1 | 0.00% |
| Baystate Wealth Management LLC | 2.95K | Dec 31, 23 | +264 | 0.00% |
| Resource Planning Group | 2.48K | Dec 31, 23 | -516 | 0.00% |
| Bartlett & Co. LLC | 2.33K | Dec 31, 23 | -- | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | 254 | Dec 31, 23 | -- | 0.00% |
| ADVISOR PARTNERS II, LLC | 50.27K | Sep 30, 23 | +41.20K | 0.05% |
| PATHSTONE FAMILY OFFICE, LLC | 24.57K | Sep 30, 23 | +4.59K | 0.03% |
| Trellis Advisors, LLC | 16.69K | Sep 30, 23 | -- | 0.02% |
| ROPES WEALTH ADVISORS LLC | 8.62K | Sep 30, 23 | -- | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 5.16K | Sep 30, 23 | -1.59K | 0.01% |
| COLONY GROUP LLC | 4.31K | Sep 30, 23 | -- | 0.00% |
| MADISON WEALTH MANAGEMENT | 3.20K | Sep 30, 23 | -17 | 0.00% |
| Column Capital Advisors, LLC | 841 | Sep 30, 23 | -2 | 0.00% |
| BDO Wealth Advisors, LLC | 26 | Jun 30, 23 | -- | 0.00% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -15 | -- |
| Baldrige Asset Management LLC | 7.59K | Mar 31, 23 | +186 | 0.01% |
| Stone Asset Management Inc. | 4.90K | Mar 31, 23 | -8.91K | 0.01% |
| Fullen Financial Group | 2.05K | Mar 31, 23 | -- | 0.00% |
| LeJeune Puetz Investment Counsel LLC | 1.12K | Mar 31, 23 | +1.12K | 0.00% |
| Ahrens Investment Partners LLC | 127 | Mar 31, 23 | +127 | 0.00% |
| Personal Capital Advisors Corp | 3.68M | Dec 31, 22 | +174.93K | 3.96% |
| Laurel Wealth Advisors, Inc. | 7.50K | Dec 31, 22 | +856 | 0.01% |
| GOFEN & GLOSSBERG LLC /IL/ | 2.98K | Dec 31, 22 | -647 | 0.00% |
| RESOLUTE FINANCIAL, LLC | 2.02K | Dec 31, 22 | +2.02K | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 1.64K | Dec 31, 22 | +1.64K | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 468 | Dec 31, 22 | -7 | 0.00% |
| Sargent Bickham Lagudis LLC | 362 | Dec 31, 22 | -- | 0.00% |
| Align Wealth Management, LLC | 360 | Dec 31, 22 | +360 | 0.00% |
| Burleson & Company, LLC | 4 | Dec 31, 22 | +4 | 0.00% |
| Corient Capital Partners, LLC | 321.02K | Sep 30, 22 | +294.13K | 0.35% |
| Radnor Financial Advisors, LLC | 13.31K | Sep 30, 22 | +77 | 0.01% |
| BLUESTEIN R H & CO LLC | 10.06K | Sep 30, 22 | +1.03K | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 6.19K | Sep 30, 22 | +2.84K | 0.01% |
| MUFG Americas Holdings Corp | 5.93K | Sep 30, 22 | -- | 0.01% |
| Highland Private Wealth Management | 5.32K | Sep 30, 22 | +1.70K | 0.01% |
| REGENTATLANTIC CAPITAL LLC | 5.02K | Sep 30, 22 | +2.42K | 0.01% |
| Covington Capital Management | 3.71K | Sep 30, 22 | -500 | 0.00% |
| DOWLING & YAHNKE LLC | 3.05K | Sep 30, 22 | +523 | 0.00% |
| CPWM, LLC | 2.56K | Sep 30, 22 | +184 | 0.00% |
| Portfolio Solutions, LLC | 2.53K | Sep 30, 22 | -- | 0.00% |
| BRR OpCo, LLC | 2.37K | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 1.29K | Sep 30, 22 | -351 | 0.00% |
| Surevest, LLC | 288 | Sep 30, 22 | -- | 0.00% |
| Round Table Services, LLC | -- | Sep 30, 22 | -3.28K | -- |
| RGT Wealth Advisors, LLC | -- | Sep 30, 22 | -27.22K | -- |
| BREWIN DOLPHIN LTD | 1.06K | Jun 30, 22 | -- | 0.00% |
| Lake Point Wealth Management | 6 | Jun 30, 22 | +6 | 0.00% |
| Barrett Asset Management, LLC | 41.76K | Mar 31, 22 | -- | 0.05% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 37.38K | Mar 31, 22 | -17.46K | 0.04% |
| Permit Capital Advisors, LLC | 30.26K | Mar 31, 22 | +30.26K | 0.03% |
| People's United Financial, Inc. | 24.80K | Mar 31, 22 | -3.34K | 0.03% |
| IndexIQ Advisors LLC | 2.54K | Mar 31, 22 | -72.14K | 0.00% |
| ELM ADVISORS, LLC | 2.51K | Mar 31, 22 | -5.62K | 0.00% |
| Lenox Wealth Advisors, LLC | 284 | Mar 31, 22 | -- | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 151 | Mar 31, 22 | +11 | 0.00% |
| KINGS POINT CAPITAL MANAGEMENT | 94 | Mar 31, 22 | -757 | 0.00% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | -- | Mar 31, 22 | -368 | -- |
| MD Financial Management Inc. | 908.47K | Dec 31, 21 | +15.04K | 0.98% |
| Heritage Way Advisors, LLC | 38.36K | Dec 31, 21 | +4.66K | 0.04% |
| Paradigm Financial Advisors, LLC | 3.39K | Dec 31, 21 | -157 | 0.00% |
| NEXT Financial Group, Inc | 2.10K | Dec 31, 21 | +689 | 0.00% |
| Truehand, Inc | 400 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 20 | Dec 31, 21 | +20 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | -- | Dec 31, 21 | -107 | -- |
| Alexandria Capital, LLC | 21.64K | Sep 30, 21 | -20 | 0.02% |
| MANAGED ACCOUNT SERVICES INC | 5.42K | Sep 30, 21 | -1.66K | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5.22K | Sep 30, 21 | -- | 0.01% |
| Homrich & Berg | 2.50K | Sep 30, 21 | -- | 0.00% |
| Sonora Investment Management, LLC | 314 | Sep 30, 21 | +64 | 0.00% |
| Hoover Financial Advisors, Inc. | 3.97K | Jun 30, 21 | -- | 0.00% |
| AdvicePeriod, LLC | 1.58K | Jun 30, 21 | +1.58K | 0.00% |
| PNC Managed Account Solutions, Inc. | 260 | Jun 30, 21 | +260 | 0.00% |
| Paracle Advisors, LLC | 40.83K | Mar 31, 21 | -428 | 0.04% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 5.19K | Mar 31, 21 | +7 | 0.01% |
| SVA Wealth Management, LLC | 14.27K | Dec 31, 20 | -2.31K | 0.02% |
| Independence Advisors, LLC | 43.96K | Sep 30, 20 | -2.75K | 0.05% |
| First Allied Advisory Services, Inc. | 40.70K | Sep 30, 20 | -5.59K | 0.04% |
| Stearns Financial Services Group | 13.58K | Sep 30, 20 | -248 | 0.01% |
| Cornerstone Advisors, Inc. | 7.76K | Sep 30, 20 | -654 | 0.01% |
| LifePlan Financial Group, Inc | 14 | Sep 30, 20 | +14 | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | -- | Sep 30, 20 | -2.14K | -- |
| FCG ADVISORS, LLC | -- | Sep 30, 20 | -2.67K | -- |
| TRADITION ASSET MANAGEMENT LLC | 3.30K | Jun 30, 20 | +435 | 0.00% |
| Maxim Capital Management LLC | 2.90K | Jun 30, 20 | -- | 0.00% |
| Global Financial Private Capital, Inc | 1.91K | Jun 30, 20 | +13 | 0.00% |
| TRUEWEALTH LLC | 141 | Jun 30, 20 | -- | 0.00% |
| Squar Milner Financial Services LLC | 17 | Mar 31, 20 | -137 | 0.00% |
| Advisor Group, Inc. | 82.29K | Dec 31, 19 | -3.06K | 0.09% |
| Quadrant Capital Management, LLC | 66.06K | Dec 31, 19 | +377 | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 47.11K | Dec 31, 19 | -6.48K | 0.05% |
| Meadow Creek Investment Management LLC | 91.60K | Sep 30, 19 | +5.81K | 0.10% |
| Elkfork Partners LLC | 75.43K | Sep 30, 19 | +4.79K | 0.08% |
| Glen Harbor Capital Management LLC | 59.27K | Sep 30, 19 | +3.76K | 0.06% |
| RIVERHEAD CAPITAL MANAGEMENT LLC | 47.63K | Sep 30, 19 | +3.13K | 0.05% |
| Neuburgh Advisers LLC | 43.10K | Sep 30, 19 | +2.74K | 0.05% |
| SUNTRUST BANKS INC | 11.44K | Sep 30, 19 | +4.52K | 0.01% |
| American Financial Network Advisory Services LLC | 2.32K | Sep 30, 19 | +2.32K | 0.00% |
| BB&T SECURITIES, LLC | 2.09K | Sep 30, 19 | +69 | 0.00% |
| Lourd Capital, LLC | 24.63K | Jun 30, 19 | -- | 0.03% |
| LODESTAR INVESTMENT COUNSEL LLC/IL | 2.30K | Jun 30, 19 | -- | 0.00% |
| AT Bancorp | 116.20K | Mar 31, 19 | -17.34K | 0.13% |
| Stokes & Hubbell Capital Management, LLC | 2.55K | Mar 31, 19 | +16 | 0.00% |
| TRADITION CAPITAL MANAGEMENT LLC | 2.50K | Mar 31, 19 | -229 | 0.00% |
| WealthTrust Fairport, LLC | 728 | Mar 31, 19 | +12 | 0.00% |
| Live Your Vision, LLC | 250 | Mar 31, 19 | +250 | 0.00% |
| NEXT Financial Holdings | 209 | Mar 31, 19 | +209 | 0.00% |
| NORTHERN CAPITAL MANAGEMENT LLC | 47.78K | Dec 31, 18 | +540 | 0.05% |
| Visionary Asset Management, Inc. | -- | Dec 31, 18 | -3.04K | -- |
| RAND WEALTH, LLC | 208.90K | Sep 30, 18 | +1.27K | 0.23% |
| Summit Equities Inc | 2.25K | Sep 30, 18 | -156 | 0.00% |
| FinTrust Investment Advisory Services, LLC | 1.90K | Mar 31, 18 | +1.90K | 0.00% |
| WealthShield, LLC | 41 | Dec 31, 17 | +41 | 0.00% |
| IFC Holdings Incorporated/FL | -- | Dec 31, 17 | -1.88K | -- |
| Commonwealth Equity Services, Inc | 585.70K | Jun 30, 17 | +47.66K | 0.63% |
| Geneva Advisors, LLC | 4.93K | Jun 30, 17 | -- | 0.01% |
| WFG Advisors, LP | 830 | Jun 30, 17 | -- | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -7.60K | -- |
| JANUS HENDERSON INVESTORS US LLC | 24.27K | Mar 31, 17 | +24.27K | 0.03% |
| CT Financial Advisors LLC | 12.30K | Mar 31, 17 | +95 | 0.01% |
| MSI Financial Services Inc | 12.96K | Dec 31, 16 | -5.27K | 0.01% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -697 | -- |
| Cleary Gull Holdings Inc. | 868 | Mar 31, 16 | -132 | 0.00% |
| Carnick & Kubik, LLC | 20 | Mar 31, 16 | +20 | 0.00% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -1.66K | -- |
| FutureAdvisor, Inc. | 47.80K | Sep 30, 15 | +23.24K | 0.05% |
| Constellation Wealth Advisors, LLC | 28.82K | Sep 30, 15 | -478 | 0.03% |
| J.P. Turner & Co Capital Mnagement, LLC | 2.34K | Sep 30, 15 | +2.34K | 0.00% |
| CITY NATIONAL BANK | -- | Sep 30, 15 | -3.18K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 14.22K | Jun 30, 15 | +8.17K | 0.02% |
| BAIRD ROBERT W & CO INC /WI/ | 32.55K | Mar 31, 15 | +6.54K | 0.04% |
| CLEARY GULL INC. | 393 | Mar 31, 15 | +393 | 0.00% |
| SHAPIRO ROBERT N | 5.17K | Dec 31, 14 | +5.17K | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 265 | Dec 31, 14 | +18 | 0.00% |
| UBS AG | 245.80K | Sep 30, 14 | +38.92K | 0.27% |
| 1919 Investment Counsel, LLC | 13.49K | Sep 30, 14 | +5.79K | 0.01% |
| RAYNER & HAYNOR | 9.57K | Sep 30, 14 | -250 | 0.01% |
| Stifel Trust Company, N.A. | 5.80K | Sep 30, 14 | -- | 0.01% |
| MUNDER CAPITAL MANAGEMENT | 750 | Sep 30, 14 | -- | 0.00% |
| Jane Street Holding, LLC | 221.72K | Dec 31, 13 | +221.72K | 0.24% |
| KNIGHT CAPITAL GROUP LLC | 32.17K | Jun 30, 13 | +32.17K | 0.03% |
| First Allied Securities, Inc. | 346 | Jun 30, 12 | -- | 0.00% |