How do I set a price alert for DSI?

To set a DSI price alert on Stock Alarm Pro, navigate to the DSI quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for DSI?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for DSI. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for DSI?

Stock Alarm Pro supports over 125 trigger types for DSI: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about DSI price changes?

DSI alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for DSI alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for DSI and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

DSI Institutional Ownership & 13F Filings

iShares ESG MSCI KLD 400 ETF(DSI)

NYSEClosing price · checked 10:08 PM ETAbout this dataData status

$140.86▼-0.84 (-0.59%)

Extended:$140.85-0.01 (-0.01%)

WatchlistChart Studio

DSI(DSI)

DSI

Institutional Ownership

Top 869 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	1.26M	Sep 30, 26	+33.60K	3.37%
Bank of New York Mellon Corp	1.17M	Sep 30, 26	-23.14K	3.12%
UBS Group AG	391.65K	Sep 30, 26	-15.88K	1.04%
US BANCORP \DE\	321.27K	Sep 30, 26	-1.39K	0.86%
SEI INVESTMENTS CO	267.91K	Sep 30, 26	-12.16K	0.71%
Global Retirement Partners, LLC	221.55K	Sep 30, 26	-1	0.59%
COMMONWEALTH EQUITY SERVICES, LLC	211.30K	Sep 30, 26	-15.91K	0.56%
Creative Planning	207.13K	Sep 30, 26	-3.80K	0.55%
PARK AVENUE SECURITIES LLC	167.53K	Sep 30, 26	+4.06K	0.45%
TRUIST FINANCIAL CORP	156.84K	Sep 30, 26	-346	0.42%
Gemmer Asset Management LLC	137.57K	Sep 30, 26	-1.89K	0.37%
Manchester Capital Management LLC	128.70K	Sep 30, 26	--	0.34%
Private Advisor Group, LLC	101.11K	Sep 30, 26	+15.32K	0.27%
HighTower Advisors, LLC	95.77K	Sep 30, 26	-670	0.26%
Francis Financial, Inc.	93.56K	Sep 30, 26	+3.06K	0.25%
THRIVENT FINANCIAL FOR LUTHERANS	88.01K	Sep 30, 26	-5.24K	0.23%
Mascoma Wealth Management LLC	82.20K	Sep 30, 26	+5.78K	0.22%
NATURAL INVESTMENTS, LLC	74.82K	Sep 30, 26	-13.61K	0.20%
BANK OF MONTREAL /CAN/	70.69K	Sep 30, 26	+6.00K	0.19%
FIFTH THIRD BANCORP	70.09K	Sep 30, 26	+18	0.19%
Cambridge Investment Research Advisors, Inc.	67.72K	Sep 30, 26	+1.18K	0.18%
SOFI WEALTH, LLC	59.54K	Sep 30, 26	+7.52K	0.16%
CHOREO, LLC	57.36K	Sep 30, 26	+3.84K	0.15%
Strategic Point Investment Advisors, LLC	56.75K	Sep 30, 26	-430	0.15%
COMPOSITION WEALTH, LLC	56.20K	Sep 30, 26	-6.89K	0.15%
Perigon Wealth Management, LLC	56.14K	Sep 30, 26	+72	0.15%
ASPIRIANT, LLC	54.56K	Sep 30, 26	-428	0.15%
PNC FINANCIAL SERVICES GROUP, INC.	51.37K	Sep 30, 26	+643	0.14%
TRILLIUM ASSET MANAGEMENT, LLC	50.47K	Sep 30, 26	-20.33K	0.13%
Kestra Advisory Services, LLC	49.67K	Sep 30, 26	+12.30K	0.13%
Wealthcare Advisory Partners LLC	47.24K	Sep 30, 26	-2.32K	0.13%
Gradient Investments LLC	46.51K	Sep 30, 26	+1.55K	0.12%
ASSETMARK, INC	42.89K	Sep 30, 26	-1.03K	0.11%
Gilbert Capital Group, Inc.	41.62K	Sep 30, 26	+92	0.11%
First Affirmative Financial Network	41.17K	Sep 30, 26	+41.17K	0.11%
Avise Financial Cooperative, Inc.	39.61K	Sep 30, 26	-781	0.11%
Vise Technologies, Inc.	39.45K	Sep 30, 26	+14.84K	0.11%
TRUE BLUE FINANCIAL, LLC	36.92K	Sep 30, 26	+5.99K	0.10%
Columbia Bank	36.38K	Sep 30, 26	-3.48K	0.10%
Diversified Enterprises, LLC	35.88K	Sep 30, 26	+740	0.10%
Neumann Capital Management, LLC	34.97K	Sep 30, 26	-235	0.09%
McClarren Financial Advisors, Inc.	34.35K	Sep 30, 26	-122	0.09%
BAILARD, INC.	33.43K	Sep 30, 26	+1.76K	0.09%
Laurel Wealth Planning LLC	33.39K	Sep 30, 26	--	0.09%
Cranbrook Wealth Management, LLC	33.34K	Sep 30, 26	-1.36K	0.09%
FMR LLC	31.30K	Sep 30, 26	+930	0.08%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	31.15K	Sep 30, 26	--	0.08%
CHILDRESS CAPITAL ADVISORS, LLC	31.10K	Sep 30, 26	-1.00K	0.08%
Merit Financial Group, LLC	30.49K	Sep 30, 26	+957	0.08%
FORBES J M & CO LLP	29.83K	Sep 30, 26	+284	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	29.10K	Sep 30, 26	-1.38K	0.08%
Fifth Third Wealth Advisors LLC	28.07K	Sep 30, 26	--	0.07%
Archer Investment Management, LLC	26.54K	Sep 30, 26	-1.02K	0.07%
Gibson Capital, LLC	24.71K	Sep 30, 26	--	0.07%
WEALTHCARE CAPITAL MANAGEMENT LLC	24.43K	Sep 30, 26	-158	0.07%
Eley Financial Management, Inc	24.00K	Sep 30, 26	-362	0.06%
Accredited Investors Inc.	23.88K	Sep 30, 26	+289	0.06%
Horst & Graben Wealth Management LLC	23.81K	Sep 30, 26	-2.12K	0.06%
Lido Advisors, LLC	23.55K	Sep 30, 26	-45	0.06%
SAPIENT CAPITAL LLC	23.38K	Sep 30, 26	--	0.06%
Topel & Distasi Wealth Management, LLC	23.33K	Sep 30, 26	+671	0.06%
Stanich Group LLC	22.98K	Sep 30, 26	-25	0.06%
Fingerlakes Wealth Management, Inc.	22.85K	Sep 30, 26	+261	0.06%
Creekside Partners	22.01K	Sep 30, 26	-2.48K	0.06%
Schneider Downs Wealth Management Advisors, LP	21.86K	Sep 30, 26	--	0.06%
Chicago Partners Investment Group LLC	21.82K	Sep 30, 26	-694	0.06%
Allworth Financial LP	21.27K	Sep 30, 26	--	0.06%
BLAIR WILLIAM & CO/IL	21.09K	Sep 30, 26	+677	0.06%
Sharkey, Howes & Javer	20.92K	Sep 30, 26	-9	0.06%
Boston Trust Walden Corp	20.65K	Sep 30, 26	+1.65K	0.06%
ALTFEST L J & CO INC	20.54K	Sep 30, 26	-1.09K	0.05%
BASSO CAPITAL MANAGEMENT, L.P.	20.36K	Sep 30, 26	+225	0.05%
Farther Finance Advisors, LLC	20.09K	Sep 30, 26	+3.42K	0.05%
KEYBANK NATIONAL ASSOCIATION/OH	20.07K	Sep 30, 26	-720	0.05%
Shepherd Financial Partners LLC	20.06K	Sep 30, 26	-625	0.05%
BigSur Wealth Management LLC	20.00K	Sep 30, 26	--	0.05%
EVERGREEN CAPITAL MANAGEMENT LLC	19.75K	Sep 30, 26	-2.29K	0.05%
Arlington Financial Advisors, LLC	19.50K	Sep 30, 26	+565	0.05%
HB Wealth Management, LLC	19.23K	Sep 30, 26	--	0.05%
Modera Wealth Management, LLC	18.99K	Sep 30, 26	--	0.05%
Wealthfront Advisers LLC	18.73K	Sep 30, 26	-18.11K	0.05%
Cornerstone Wealth Management, LLC	18.41K	Sep 30, 26	-4	0.05%
Revolve Wealth Partners, LLC	17.75K	Sep 30, 26	+582	0.05%
SigFig Wealth Management, LLC	17.36K	Sep 30, 26	-161	0.05%
Compass Financial Group, Inc. (Ohio)	16.61K	Sep 30, 26	-5.55K	0.04%
Bangor Savings Bank	16.24K	Sep 30, 26	--	0.04%
Tempus Wealth Planning, LLC	16.00K	Sep 30, 26	+1.28K	0.04%
Allodium Investment Consultants, LLC	15.90K	Sep 30, 26	-553	0.04%
Baker Avenue Asset Management, LP	15.85K	Sep 30, 26	+2.98K	0.04%
WoodTrust Financial Corp	15.53K	Sep 30, 26	+3.50K	0.04%
Focus Advisor Solutions, LLC	15.44K	Sep 30, 26	+3.37K	0.04%
CX Institutional	14.95K	Sep 30, 26	+30	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	14.94K	Sep 30, 26	+2.76K	0.04%
VICUS CAPITAL	14.73K	Sep 30, 26	-243	0.04%
Investors Research Corp	14.68K	Sep 30, 26	-15	0.04%
PFG Advisors	14.14K	Sep 30, 26	-130	0.04%
Concurrent Investment Advisors, LLC	14.09K	Sep 30, 26	-1.96K	0.04%
HighPoint Advisor Group LLC	13.49K	Sep 30, 26	-47	0.04%
Great Diamond Partners, LLC	13.28K	Sep 30, 26	+548	0.04%
White Lighthouse Investment Management Inc.	13.16K	Sep 30, 26	-95	0.04%
OneDigital Investment Advisors LLC	13.02K	Sep 30, 26	+8.63K	0.03%
CITIZENS FINANCIAL GROUP INC/RI	12.91K	Sep 30, 26	--	0.03%
SAX WEALTH ADVISORS, LLC	12.51K	Sep 30, 26	-450	0.03%
Ashton Thomas Private Wealth, LLC	12.48K	Sep 30, 26	+328	0.03%
Financial Insights, Inc.	12.24K	Sep 30, 26	-1.48K	0.03%
Clear Harbor Asset Management, LLC	12.17K	Sep 30, 26	--	0.03%
SAGE FINANCIAL GROUP INC	12.11K	Sep 30, 26	-48	0.03%
POTENTIA WEALTH	12.09K	Sep 30, 26	+795	0.03%
SOA Wealth Advisors, LLC.	12.08K	Sep 30, 26	+17	0.03%
Spire Wealth Management	12.02K	Sep 30, 26	-1.83K	0.03%
COLDSTREAM CAPITAL MANAGEMENT INC	11.76K	Sep 30, 26	+64	0.03%
Valmark Advisers, Inc.	11.68K	Sep 30, 26	--	0.03%
Bensler, LLC	11.61K	Sep 30, 26	-364	0.03%
Apollon Wealth Management, LLC	11.58K	Sep 30, 26	-2.00K	0.03%
Boston Standard Wealth Management, LLC	11.34K	Sep 30, 26	+25	0.03%
Sovran Advisors, LLC	11.33K	Sep 30, 26	-88	0.03%
Focus Financial Network, Inc.	10.93K	Sep 30, 26	-47	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	10.67K	Sep 30, 26	+59	0.03%
MGO ONE SEVEN LLC	10.41K	Sep 30, 26	+122	0.03%
OpenArc Corporate Advisory, LLC	10.36K	Sep 30, 26	+255	0.03%
Impact Investors, Inc	10.13K	Sep 30, 26	-8.47K	0.03%
RFG Advisory, LLC	9.91K	Sep 30, 26	+38	0.03%
Main Street Group, LTD	9.63K	Sep 30, 26	--	0.03%
Diversify Advisory Services, LLC	9.28K	Sep 30, 26	+2.54K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.28K	Sep 30, 26	+2.54K	0.02%
D.A. DAVIDSON & CO.	9.20K	Sep 30, 26	+127	0.02%
SAGESPRING WEALTH PARTNERS, LLC	9.06K	Sep 30, 26	-304	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.04K	Sep 30, 26	-446	0.02%
Wealth Management Partners, LLC	8.80K	Sep 30, 26	--	0.02%
CITIGROUP INC	8.75K	Sep 30, 26	+263	0.02%
Bond & Devick Financial Network, Inc.	8.71K	Sep 30, 26	-236	0.02%
Dynamic Advisor Solutions LLC	8.71K	Sep 30, 26	+37	0.02%
MA Private Wealth	8.36K	Sep 30, 26	-60	0.02%
HARBOUR INVESTMENTS, INC.	8.29K	Sep 30, 26	+501	0.02%
ROMANO BROTHERS AND COMPANY	8.12K	Sep 30, 26	-115	0.02%
HILL ISLAND FINANCIAL LLC	8.08K	Sep 30, 26	-2.17K	0.02%
Clean Yield Group	8.00K	Sep 30, 26	--	0.02%
Western Wealth Management, LLC	7.60K	Sep 30, 26	-66	0.02%
MATHER GROUP, LLC.	7.56K	Sep 30, 26	-613	0.02%
TRED AVON FAMILY WEALTH, LLC	7.54K	Sep 30, 26	-332	0.02%
Acropolis Investment Management, LLC	7.50K	Sep 30, 26	-24	0.02%
Harfst & Associates, Inc.	7.39K	Sep 30, 26	-5	0.02%
Brookstone Capital Management	7.33K	Sep 30, 26	+364	0.02%
BIP Wealth, LLC	7.07K	Sep 30, 26	--	0.02%
AlphaCore Capital LLC	7.06K	Sep 30, 26	-3	0.02%
Vontobel Holding Ltd.	6.92K	Sep 30, 26	-439	0.02%
Acumen Wealth Advisors, LLC	6.89K	Sep 30, 26	-344	0.02%
Principle Wealth Partners LLC	6.89K	Sep 30, 26	--	0.02%
Hills Bank & Trust Co	6.88K	Sep 30, 26	--	0.02%
Willow Creek Wealth Management Inc.	6.76K	Sep 30, 26	+24	0.02%
ZENITH SOLUTIONS, INC.	6.69K	Sep 30, 26	+592	0.02%
FSA WEALTH PARTNERS, INC.	6.68K	Sep 30, 26	+6.68K	0.02%
Advisory Solutions Group, LLC	6.68K	Sep 30, 26	-146	0.02%
Wealth Advisory Team LLC	6.66K	Sep 30, 26	+15	0.02%
BAR HARBOR WEALTH MANAGEMENT	6.55K	Sep 30, 26	-14	0.02%
OLD SECOND NATIONAL BANK OF AURORA	6.51K	Sep 30, 26	--	0.02%
FIRST HORIZON CORP	6.48K	Sep 30, 26	-637	0.02%
Halter Ferguson Financial Inc.	6.47K	Sep 30, 26	--	0.02%
CANANDAIGUA NATIONAL BANK & TRUST CO	6.26K	Sep 30, 26	+425	0.02%
Rollins Financial Advisors, LLC	6.18K	Sep 30, 26	--	0.02%
Peak Financial Management, Inc.	6.17K	Sep 30, 26	-25	0.02%
Kesler, Norman & Wride, LLC	6.12K	Sep 30, 26	+35	0.02%
ZEVENBERGEN CAPITAL INVESTMENTS LLC	6.08K	Sep 30, 26	--	0.02%
Birchwood Financial Partners, Inc.	6.00K	Sep 30, 26	+23	0.02%
Atria Investments, Inc	5.99K	Sep 30, 26	-230	0.02%
MISSION WEALTH MANAGEMENT, LP	5.98K	Sep 30, 26	-525	0.02%
EverSource Wealth Advisors, LLC	5.97K	Sep 30, 26	-189	0.02%
Meridian Wealth Management, LLC	5.95K	Sep 30, 26	+14	0.02%
Frisch Financial Group, Inc.	5.93K	Sep 30, 26	+13	0.02%
Golden State Wealth Management, LLC	5.89K	Sep 30, 26	-111	0.02%
First Pacific Financial	5.84K	Sep 30, 26	-214	0.02%
RCS Financial Planning, LLC	5.81K	Sep 30, 26	+487	0.02%
Harbor Asset Planning, Inc.	5.70K	Sep 30, 26	+12	0.02%
LIFELONG WEALTH ADVISORS, INC.	5.68K	Sep 30, 26	-544	0.02%
Midwest Trust Co	5.65K	Sep 30, 26	-3	0.02%
Brooklyn FI, LLC	5.64K	Sep 30, 26	+247	0.02%
Wealth Analytics Partners, LLC	5.61K	Sep 30, 26	-152	0.01%
Ledyard National Bank	5.58K	Sep 30, 26	--	0.01%
Elyxium Wealth, LLC	5.58K	Sep 30, 26	+11	0.01%
Marathon Wealth Advisors LLC	5.31K	Sep 30, 26	+6	0.01%
Kathmere Capital Management, LLC	5.24K	Sep 30, 26	--	0.01%
Finley Financial, LLC	5.22K	Sep 30, 26	-35	0.01%
Rede Wealth, LLC	5.18K	Sep 30, 26	-95	0.01%
Prism Advisors, Inc.	5.17K	Sep 30, 26	-577	0.01%
S.A. Mason LLC	5.16K	Sep 30, 26	+8	0.01%
BURNS J W & CO INC/NY	5.16K	Sep 30, 26	-25	0.01%
Navigation Group, LLC	5.13K	Sep 30, 26	+42	0.01%
Montecito Bank & Trust	5.10K	Sep 30, 26	--	0.01%
Compound Planning, Inc.	5.09K	Sep 30, 26	-172	0.01%
Mesirow Financial Investment Management, Inc.	5.05K	Sep 30, 26	+11	0.01%
Sigma Planning Corp	5.02K	Sep 30, 26	+2	0.01%
GOULD ASSET MANAGEMENT LLC /CA/	4.92K	Sep 30, 26	-1.59K	0.01%
Johnson Bixby & Associates, LLC	4.91K	Sep 30, 26	+427	0.01%
TRAPHAGEN INVESTMENT ADVISORS LLC	4.90K	Sep 30, 26	+93	0.01%
Hoxton Planning & Management, LLC	4.90K	Sep 30, 26	+49	0.01%
ONE WEALTH CAPITAL MANAGEMENT, LLC	4.84K	Sep 30, 26	-1.72K	0.01%
Godfrey Financial Associates, Inc.	4.84K	Sep 30, 26	-108	0.01%
Altus Wealth Group LLC	4.82K	Sep 30, 26	--	0.01%
CoreCap Advisors, LLC	4.75K	Sep 30, 26	-193	0.01%
OARSMAN CAPITAL, INC.	4.73K	Sep 30, 26	+4	0.01%
Milestone Investment Advisors LLC	4.73K	Sep 30, 26	-505	0.01%
Geneos Wealth Management Inc.	4.73K	Sep 30, 26	+155	0.01%
THEORY FINANCIAL LLC	4.68K	Sep 30, 26	-138	0.01%
DEUTSCHE BANK AG\	4.55K	Sep 30, 26	--	0.01%
StoneX Group Inc.	4.54K	Sep 30, 26	+2.90K	0.01%
Bigelow Investment Advisors, LLC	4.47K	Sep 30, 26	-146	0.01%
Joel Isaacson & Co., LLC	4.46K	Sep 30, 26	--	0.01%
West Financial Advisors, LLC	4.46K	Sep 30, 26	-6	0.01%
RETIREMENT INCOME SOLUTIONS, INC	4.39K	Sep 30, 26	--	0.01%
TRUSTMARK BANK TRUST DEPARTMENT	4.37K	Sep 30, 26	--	0.01%
MLG Wealth Management DBA Pine Grove Financial Group	4.37K	Sep 30, 26	-65	0.01%
LWM ADVISORS INC	4.35K	Sep 30, 26	--	0.01%
EQ LLC	4.35K	Sep 30, 26	-269	0.01%
Cornerstone Planning Group LLC	4.28K	Sep 30, 26	-47	0.01%
Magnus Financial Group LLC	4.24K	Sep 30, 26	-164	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	4.23K	Sep 30, 26	-94	0.01%
VERUS CAPITAL PARTNERS, LLC	4.17K	Sep 30, 26	+421	0.01%
WESBANCO BANK INC	4.00K	Sep 30, 26	-113	0.01%
Rockingstone Advisors LLC	3.99K	Sep 30, 26	--	0.01%
Freestone Capital Holdings, LLC	3.95K	Sep 30, 26	-344	0.01%
Crestwood Advisors Group, LLC	3.93K	Sep 30, 26	--	0.01%
KFA Private Wealth Group, LLC	3.89K	Sep 30, 26	-38	0.01%
Rossmore Private Capital	3.87K	Sep 30, 26	--	0.01%
Nuveen, LLC	3.86K	Sep 30, 26	+451	0.01%
Mayflower Financial Advisors, LLC	3.86K	Sep 30, 26	-99	0.01%
TRUST CO OF VERMONT	3.80K	Sep 30, 26	--	0.01%
CARRET ASSET MANAGEMENT, LLC	3.80K	Sep 30, 26	--	0.01%
Smartleaf Asset Management LLC	3.77K	Sep 30, 26	+1.99K	0.01%
Onyx Bridge Wealth Group LLC	3.75K	Sep 30, 26	--	0.01%
Ulland Investment Advisors, LLC	3.73K	Sep 30, 26	-145	0.01%
TrinityBridge Ltd	3.71K	Sep 30, 26	--	0.01%
LANDAAS & CO /WI /ADV	3.70K	Sep 30, 26	+7	0.01%
West Wealth Group, LLC	3.66K	Sep 30, 26	+110	0.01%
Walkner Condon Financial Advisors LLC	3.66K	Sep 30, 26	--	0.01%
Argent Trust Co	3.64K	Sep 30, 26	-101	0.01%
HENGEHOLD CAPITAL MANAGEMENT LLC	3.64K	Sep 30, 26	-268	0.01%
Tennessee Valley Asset Management Partners	3.61K	Sep 30, 26	+21	0.01%
Envision Financial LLC	3.58K	Sep 30, 26	+16	0.01%
MYECFO, LLC	3.50K	Sep 30, 26	--	0.01%
BEACON FINANCIAL GROUP	3.48K	Sep 30, 26	+88	0.01%
MassMutual Private Wealth & Trust, FSB	3.48K	Sep 30, 26	-575	0.01%
W.H. Cornerstone Investments Inc.	3.44K	Sep 30, 26	+7	0.01%
GC Wealth Management RIA, LLC	3.42K	Sep 30, 26	+873	0.01%
Well Done, LLC	3.39K	Sep 30, 26	-61	0.01%
Birch Hill Investment Advisors LLC	3.38K	Sep 30, 26	+85	0.01%
Oregon Pacific Wealth Management, LLC	3.36K	Sep 30, 26	-211	0.01%
Heck Capital Advisors, LLC	3.36K	Sep 30, 26	-4	0.01%
TruNorth Capital Management, LLC	3.35K	Sep 30, 26	--	0.01%
Maia Wealth LLC	3.33K	Sep 30, 26	+469	0.01%
Traveka Wealth, LLC	3.32K	Sep 30, 26	-39	0.01%
Essential Planning, LLC.	3.28K	Sep 30, 26	-84	0.01%
Leonard Rickey Investment Advisors P.L.L.C.	3.26K	Sep 30, 26	-5	0.01%
Ascent Group, LLC	3.25K	Sep 30, 26	-3	0.01%
YANKCOM Partnership	3.20K	Sep 30, 26	--	0.01%
May Hill Capital, LLC	3.20K	Sep 30, 26	--	0.01%
MRA Advisory Group	3.18K	Sep 30, 26	+55	0.01%
Rossby Financial, LCC	3.18K	Sep 30, 26	+912	0.01%
JNBA Financial Advisors	3.14K	Sep 30, 26	-105	0.01%
Bestgate Wealth Advisors, LLC	3.13K	Sep 30, 26	+3.13K	0.01%
WEALTHGARDEN F.S. LLC	3.12K	Sep 30, 26	-28	0.01%
TrustBank	3.12K	Sep 30, 26	--	0.01%
WBH ADVISORY INC	3.11K	Sep 30, 26	+54	0.01%
MBE Wealth Management, LLC	3.07K	Sep 30, 26	-66	0.01%
AdvisorNet Financial, Inc	3.06K	Sep 30, 26	-1.51K	0.01%
GenTrust, LLC	3.04K	Sep 30, 26	--	0.01%
Capital Asset Advisory Services LLC	3.03K	Sep 30, 26	-248	0.01%
Sterling Investment Advisors, Ltd.	3.00K	Sep 30, 26	--	0.01%
Strategic Blueprint, LLC	2.98K	Sep 30, 26	-99	0.01%
Cypress Wealth Services, LLC	2.97K	Sep 30, 26	+57	0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC	2.97K	Sep 30, 26	+10	0.01%
MIDLAND WEALTH ADVISORS, LLC	2.96K	Sep 30, 26	-157	0.01%
Guardian Financial Partners, LLC	2.96K	Sep 30, 26	+2.96K	0.01%
Erickson Financial Group, LLC	2.92K	Sep 30, 26	+6	0.01%
Sage Financial Management Group, Inc.	2.90K	Sep 30, 26	-316	0.01%
Bradley & Co. Private Wealth Management, LLC	2.87K	Sep 30, 26	--	0.01%
Sage Capital Management, LLC	2.83K	Sep 30, 26	--	0.01%
Bison Wealth, LLC	2.83K	Sep 30, 26	-17	0.01%
Trilogy Capital Inc.	2.83K	Sep 30, 26	-67	0.01%
JB Capital LLC	2.82K	Sep 30, 26	+231	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	2.81K	Sep 30, 26	+47	0.01%
J.W. COLE ADVISORS, INC.	2.81K	Sep 30, 26	-22	0.01%
ALLSTREET CAPITAL ADVISORS LLC	2.77K	Sep 30, 26	--	0.01%
Oxler Private Wealth LLC	2.70K	Sep 30, 26	+6	0.01%
OLD NATIONAL BANCORP /IN/	2.69K	Sep 30, 26	--	0.01%
Arbor Investment Advisors, LLC	2.64K	Sep 30, 26	-140	0.01%
Beacon Financial Advisory LLC	2.58K	Sep 30, 26	+141	0.01%
Goldstein Advisors, LLC	2.58K	Sep 30, 26	-29	0.01%
Bedminster, LLC	2.57K	Sep 30, 26	--	0.01%
Sound View Wealth Advisors Group, LLC	2.56K	Sep 30, 26	--	0.01%
Gen-Wealth Partners Inc	2.56K	Sep 30, 26	-282	0.01%
INVESTMENT PARTNERS, LTD.	2.55K	Sep 30, 26	+2.55K	0.01%
Spectrum Planning & Advisory Services Inc.	2.54K	Sep 30, 26	-87	0.01%
Sowell Financial Services LLC	2.51K	Sep 30, 26	+2.51K	0.01%
ASL Financial, LLC	2.50K	Sep 30, 26	--	0.01%
DDFG, Inc	2.43K	Sep 30, 26	+5	0.01%
PINNACLE ASSOCIATES LTD	2.42K	Sep 30, 26	+130	0.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	2.40K	Sep 30, 26	--	0.01%
Avior Wealth Management, LLC	2.39K	Sep 30, 26	-286	0.01%
RIDGECREST WEALTH PARTNERS, LLC	2.39K	Sep 30, 26	+349	0.01%
Urban Wealth Management, LLC	2.38K	Sep 30, 26	-137	0.01%
Blume Capital Management, Inc.	2.35K	Sep 30, 26	--	0.01%
Simplicity Wealth,LLC	2.28K	Sep 30, 26	+2.28K	0.01%
New Covenant Trust Company, N.A.	2.26K	Sep 30, 26	--	0.01%
Ethic Inc.	2.25K	Sep 30, 26	--	0.01%
Legacy Financial Group LLC	2.24K	Sep 30, 26	+464	0.01%
Financial Planning Hawaii, Inc.	2.23K	Sep 30, 26	--	0.01%
M&T BANK CORP	2.23K	Sep 30, 26	--	0.01%
Kestra Investment Management, LLC	2.22K	Sep 30, 26	+16	0.01%
CRA Financial Services, LLC	2.19K	Sep 30, 26	--	0.01%
Ascentis Independent Advisors	2.18K	Sep 30, 26	+2.18K	0.01%
PRENTISS SMITH & CO INC	2.17K	Sep 30, 26	--	0.01%
Weaver Consulting Group	2.16K	Sep 30, 26	--	0.01%
Snider Financial Group	2.15K	Sep 30, 26	--	0.01%
ENDEAVOR PRIVATE WEALTH, INC.	2.12K	Sep 30, 26	-67	0.01%
JSF Financial, LLC	2.10K	Sep 30, 26	+63	0.01%
Patriot Financial Group Insurance Agency, LLC	2.10K	Sep 30, 26	-720	0.01%
Pinnacle Wealth Management Advisory Group, LLC	2.08K	Sep 30, 26	+130	0.01%
Elmwood Wealth Management, Inc.	2.07K	Sep 30, 26	--	0.01%
Koenig Investment Advisory, LLC	2.05K	Sep 30, 26	+2	0.01%
Concord Wealth Partners	2.05K	Sep 30, 26	-71	0.01%
Red Oak Financial Group, LLC	2.04K	Sep 30, 26	+3	0.01%
Old Port Advisors	2.04K	Sep 30, 26	--	0.01%
Braun-Bostich & Associates Inc.	2.02K	Sep 30, 26	-26	0.01%
MARCO INVESTMENT MANAGEMENT LLC	2.00K	Sep 30, 26	--	0.01%
Banco Santander, S.A.	2.00K	Sep 30, 26	--	0.01%
Tilson Financial Group, Inc.	2.00K	Sep 30, 26	--	0.01%
Soltis Investment Advisors LLC	1.99K	Sep 30, 26	+1.99K	0.01%
FIGURE 8 INVESTMENT STRATEGIES LLC	1.99K	Sep 30, 26	--	0.01%
Insight Wealth Strategies, LLC	1.99K	Sep 30, 26	--	0.01%
PW Nova Financial Services LLC	1.98K	Sep 30, 26	--	0.01%
Concord Asset Management, LLC/VA	1.97K	Sep 30, 26	-30	0.01%
Vericrest Private Wealth	1.95K	Sep 30, 26	--	0.01%
Buttonwood Financial Group, LLC	1.95K	Sep 30, 26	-26	0.01%
Russell Investments Group, Ltd.	1.90K	Sep 30, 26	+276	0.01%
TSG Advice Partners, LLC	1.89K	Sep 30, 26	+1.89K	0.01%
TRITONPOINT WEALTH, LLC	1.89K	Sep 30, 26	--	0.01%
Darden Wealth Group Inc	1.88K	Sep 30, 26	-26	0.01%
Cove Private Wealth, LLC	1.87K	Sep 30, 26	--	0.00%
4Thought Financial Group Inc.	1.86K	Sep 30, 26	-30	0.00%
Frederick Financial Consultants, LLC	1.86K	Sep 30, 26	--	0.00%
Savant Capital, LLC	1.86K	Sep 30, 26	--	0.00%
WEDBUSH SECURITIES INC	1.85K	Sep 30, 26	-13	0.00%
Smithfield Trust Co	1.84K	Sep 30, 26	-52	0.00%
Capital Advantage, Inc.	1.83K	Sep 30, 26	-31	0.00%
Creative Capital Management Investments LLC	1.82K	Sep 30, 26	--	0.00%
Colorado Capital Management, Inc.	1.80K	Sep 30, 26	--	0.00%
Diversified Trust Co	1.79K	Sep 30, 26	--	0.00%
Smith & Howard Wealth Management, LLC	1.76K	Sep 30, 26	-103	0.00%
Centurion Wealth Management LLC	1.75K	Sep 30, 26	+71	0.00%
Valtinson Bruner Financial Planning LLC	1.72K	Sep 30, 26	-76	0.00%
EHRLICH FINANCIAL GROUP	1.70K	Sep 30, 26	+1.70K	0.00%
Roof Eidam Maycock Peralta, LLC	1.70K	Sep 30, 26	--	0.00%
WRAPMANAGER INC	1.69K	Sep 30, 26	-66	0.00%
RITHOLTZ WEALTH MANAGEMENT	1.67K	Sep 30, 26	-301	0.00%
Capital Advisors Wealth Management, LLC	1.66K	Sep 30, 26	--	0.00%
NORTHLAND SECURITIES, INC.	1.65K	Sep 30, 26	--	0.00%
HOWLAND CAPITAL MANAGEMENT LLC	1.63K	Sep 30, 26	--	0.00%
CIBC WORLD MARKET INC.	1.63K	Sep 30, 26	--	0.00%
INTEGRITY ALLIANCE, LLC.	1.63K	Sep 30, 26	+1.63K	0.00%
BLVD Private Wealth, LLC	1.61K	Sep 30, 26	-7	0.00%
CFS Investment Advisory Services, LLC	1.59K	Sep 30, 26	-22	0.00%
Flagship Private Wealth, LLC	1.59K	Sep 30, 26	+2	0.00%
1900 WEALTH MANAGEMENT LLC	1.58K	Sep 30, 26	--	0.00%
Csenge Advisory Group	1.58K	Sep 30, 26	+1.58K	0.00%
Sterling Manor Financial, LLC	1.56K	Sep 30, 26	+1.56K	0.00%
Williams Financial, LLC	1.55K	Sep 30, 26	-218	0.00%
BRIGHTON JONES LLC	1.53K	Sep 30, 26	+1.53K	0.00%
Legacy Edge Advisors, LLC	1.53K	Sep 30, 26	+18	0.00%
Firestone Capital Management	1.51K	Sep 30, 26	--	0.00%
UPTICK PARTNERS, LLC	1.50K	Sep 30, 26	-41	0.00%
CURTIS WEALTH MANAGEMENT LLC	1.50K	Sep 30, 26	-37	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.49K	Sep 30, 26	+3	0.00%
Addison Advisors LLC	1.47K	Sep 30, 26	--	0.00%
Baron Financial Group, LLC	1.47K	Sep 30, 26	--	0.00%
LVZ, Inc.	1.45K	Sep 30, 26	-5	0.00%
APS Management Group, Inc.	1.42K	Sep 30, 26	+2	0.00%
Clearstead Trust, LLC	1.40K	Sep 30, 26	--	0.00%
Bath Savings Trust Co	1.39K	Sep 30, 26	+1.39K	0.00%
SAXON INTERESTS, INC.	1.38K	Sep 30, 26	+1.38K	0.00%
WEATHERLY ASSET MANAGEMENT L. P.	1.38K	Sep 30, 26	+1.38K	0.00%
MCF Advisors LLC	1.37K	Sep 30, 26	--	0.00%
IFG Advisory, LLC	1.33K	Sep 30, 26	+524	0.00%
DeDora Capital, Inc.	1.32K	Sep 30, 26	+1.32K	0.00%
Clearstead Advisors, LLC	1.25K	Sep 30, 26	+675	0.00%
Portfolio Resources Advisor Group, Inc.	1.24K	Sep 30, 26	+50	0.00%
Parkside Financial Bank & Trust	1.23K	Sep 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	1.23K	Sep 30, 26	-69	0.00%
MONTAG A & ASSOCIATES INC	1.20K	Sep 30, 26	+1.20K	0.00%
Caldwell Trust Co	1.20K	Sep 30, 26	--	0.00%
TD Capital Management LLC	1.16K	Sep 30, 26	+2	0.00%
BESSEMER GROUP INC	1.15K	Sep 30, 26	--	0.00%
Princeton Global Asset Management LLC	1.15K	Sep 30, 26	--	0.00%
KBC Group NV	1.13K	Sep 30, 26	-68	0.00%
Financial Perspectives, Inc	1.09K	Sep 30, 26	+2	0.00%
HUNTINGTON NATIONAL BANK	1.09K	Sep 30, 26	-1	0.00%
Westside Investment Management, Inc.	1.00K	Sep 30, 26	-355	0.00%
DHJJ Financial Advisors, Ltd.	960	Sep 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	944	Sep 30, 26	+531	0.00%
Larson Financial Group LLC	930	Sep 30, 26	+14	0.00%
Parallel Advisors, LLC	919	Sep 30, 26	+35	0.00%
Physician Wealth Advisors, Inc.	882	Sep 30, 26	-36	0.00%
Asset Dedication, LLC	695	Sep 30, 26	-21	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	669	Sep 30, 26	-256	0.00%
Highland Investment Advisors LLC	659	Sep 30, 26	+1	0.00%
PITTENGER & ANDERSON INC	645	Sep 30, 26	--	0.00%
PRIVATE TRUST CO NA	606	Sep 30, 26	--	0.00%
Salomon & Ludwin, LLC	587	Sep 30, 26	+46	0.00%
Founders Financial Alliance, LLC	576	Sep 30, 26	-462	0.00%
ADIRONDACK TRUST CO	539	Sep 30, 26	--	0.00%
Bank of New Hampshire	510	Sep 30, 26	--	0.00%
Colonial Trust Advisors	500	Sep 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	471	Sep 30, 26	-9	0.00%
Moisand Fitzgerald Tamayo, LLC	461	Sep 30, 26	--	0.00%
Archer Investment Corp	445	Sep 30, 26	--	0.00%
Triumph Capital Management	419	Sep 30, 26	--	0.00%
Buck Wealth Strategies, LLC	402	Sep 30, 26	+137	0.00%
EASTERN BANK	356	Sep 30, 26	--	0.00%
IFP Advisors, Inc	342	Sep 30, 26	-10	0.00%
BIRCH FINANCIAL GROUP, LLC	337	Sep 30, 26	+337	0.00%
Downshift Financial, LLC	313	Sep 30, 26	--	0.00%
Financial Life Planners	301	Sep 30, 26	--	0.00%
TD Waterhouse Canada Inc.	296	Sep 30, 26	--	0.00%
Kennebec Savings Bank	260	Sep 30, 26	+58	0.00%
Legacies Wealth LLC	256	Sep 30, 26	--	0.00%
First Bancorp, Inc /ME/	256	Sep 30, 26	--	0.00%
Meramec Financial Planners, LLC	212	Sep 30, 26	+1	0.00%
SIGNATUREFD, LLC	153	Sep 30, 26	--	0.00%
ELEVATION WEALTH PARTNERS, LLC	150	Sep 30, 26	--	0.00%
CENTRAL TRUST Co	146	Sep 30, 26	--	0.00%
West Branch Capital LLC	144	Sep 30, 26	+144	0.00%
EVERMAY WEALTH MANAGEMENT LLC	130	Sep 30, 26	--	0.00%
Sunrise Financial Services, LLC	118	Sep 30, 26	--	0.00%
Hanson & Doremus Investment Management	105	Sep 30, 26	--	0.00%
Cherry Tree Wealth Management, LLC	96	Sep 30, 26	--	0.00%
Phillip James Consulting Co.	88	Sep 30, 26	+88	0.00%
J. R. Prunier Capital Management LLC	60	Sep 30, 26	--	0.00%
Lodestone Wealth Management LLC	51	Sep 30, 26	+1	0.00%
Latitude Advisors, LLC	50	Sep 30, 26	+50	0.00%
Decker Retirement Planning Inc.	31	Sep 30, 26	-9.88K	0.00%
Hilton Head Capital Partners, LLC	24	Sep 30, 26	--	0.00%
Key Capital Management, INC	22	Sep 30, 26	-2	0.00%
GAMMA Investing LLC	20	Sep 30, 26	+20	0.00%
American Capital Advisory, LLC	6	Sep 30, 26	--	0.00%
Your Advocates Ltd., LLP	2	Sep 30, 26	+1	0.00%
Signature Resources Capital Management, LLC	1	Sep 30, 26	--	0.00%
TritonPoint Partners, LLC	--	Sep 30, 26	-1.89K	--
Atlatl Advisers LLC	--	Sep 30, 26	-645	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Sep 30, 26	-30	--
LifeSteps Financial, Inc.	--	Sep 30, 26	-40	--
Founders Capital Management	--	Sep 30, 26	-89	--
Heritage Wealth Advisors	--	Sep 30, 26	-180	--
TUCKER ASSET MANAGEMENT LLC	--	Sep 30, 26	-20	--
Blue Zone Wealth Advisors, LLC	--	Sep 30, 26	-3.03K	--
Evolution Advisers, Inc.	--	Sep 30, 26	-1.31K	--
TSFG, LLC	--	Sep 30, 26	-6	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Sep 30, 26	-3.28K	--
Commonwealth Retirement Investments LLC	--	Sep 30, 26	-204	--
LODESTAR PRIVATE ASSET MANAGEMENT LLC	--	Sep 30, 26	-1.56K	--
Private Wealth Asset Management, LLC	--	Sep 30, 26	-63	--
Migdal Insurance & Financial Holdings Ltd.	--	Sep 30, 26	-125	--
Institute for Wealth Management, LLC.	--	Sep 30, 26	-735	--
NBT BANK, N.A.	--	Sep 30, 26	-212	--
MORGAN STANLEY	4.23M	Jun 30, 26	+260.24K	11.28%
ENVESTNET ASSET MANAGEMENT INC	1.74M	Jun 30, 26	-32.64K	4.64%
BANK OF AMERICA CORP /DE/	1.41M	Jun 30, 26	-85.58K	3.75%
JPMORGAN CHASE & CO	1.16M	Jun 30, 26	-33.59K	3.08%
AMERIPRISE FINANCIAL INC	797.29K	Jun 30, 26	-37.54K	2.13%
IMA Advisory Services, Inc.	444.73K	Jun 30, 26	+32.15K	1.19%
UBS Group AG	407.53K	Jun 30, 26	-8.73K	1.09%
Betterment LLC	337.92K	Jun 30, 26	-11.83K	0.90%
Mariner, LLC	335.92K	Jun 30, 26	+1.24K	0.90%
Envestnet Portfolio Solutions, Inc.	318.94K	Jun 30, 26	-7.12K	0.85%
Rockefeller Capital Management L.P.	302.32K	Jun 30, 26	+1.76K	0.81%
GOLDMAN SACHS GROUP INC	298.96K	Jun 30, 26	+51.88K	0.80%
NORTHSTAR ASSET MANAGEMENT INC	279.90K	Jun 30, 26	+67.63K	0.75%
WELLS FARGO & COMPANY/MN	214.63K	Jun 30, 26	-6.80K	0.57%
Cetera Investment Advisers	204.76K	Jun 30, 26	+1.22K	0.55%
CAPTRUST FINANCIAL ADVISORS	177.44K	Jun 30, 26	+3.29K	0.47%
RAYMOND JAMES FINANCIAL INC	176.79K	Jun 30, 26	+2.55K	0.47%
OSAIC HOLDINGS, INC.	174.48K	Jun 30, 26	+46.13K	0.47%
Cerity Partners LLC	163.64K	Jun 30, 26	-50	0.44%
ROYAL BANK OF CANADA	160.69K	Jun 30, 26	-16.13K	0.43%
National Philanthropic Trust	148.43K	Jun 30, 26	-15.60K	0.40%
Beacon Pointe Advisors, LLC	146.35K	Jun 30, 26	+953	0.39%
Ameritas Advisory Services, LLC	146.30K	Jun 30, 26	+50.67K	0.39%
Focus Partners Wealth	137.46K	Jun 30, 26	+639	0.37%
FIDUCIARY TRUST CO	129.16K	Jun 30, 26	-7.57K	0.34%
Johnson Financial Group, Inc.	111.67K	Jun 30, 26	-2.05K	0.30%
MML INVESTORS SERVICES, LLC	103.45K	Jun 30, 26	+14.64K	0.28%
PFG Investments, LLC	97.76K	Jun 30, 26	+1.76K	0.26%
MERCER GLOBAL ADVISORS INC /ADV	94.73K	Jun 30, 26	+27.93K	0.25%
Francis Financial, Inc.	90.49K	Jun 30, 26	-1.09K	0.24%
SCS Capital Management LLC	69.14K	Jun 30, 26	--	0.18%
Janney Montgomery Scott LLC	68.17K	Jun 30, 26	+2.34K	0.18%
Brio Consultants, LLC	62.50K	Jun 30, 26	-395	0.17%
ST GERMAIN D J CO INC	62.50K	Jun 30, 26	+992	0.17%
ALLIANZ SE	61.22K	Jun 30, 26	+3.85K	0.16%
Integrated Wealth Concepts LLC	56.84K	Jun 30, 26	+19.08K	0.15%
HEADINVEST, LLC	54.79K	Jun 30, 26	-141	0.15%
Advisory Services Network, LLC	54.73K	Jun 30, 26	-6.15K	0.15%
STIFEL FINANCIAL CORP	46.58K	Jun 30, 26	-2.27K	0.12%
NewEdge Advisors, LLC	44.83K	Jun 30, 26	+20.29K	0.12%
Dunhill Financial, LLC	44.67K	Jun 30, 26	-7.85K	0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	39.49K	Jun 30, 26	+21.49K	0.11%
JONES FINANCIAL COMPANIES LLLP	38.64K	Jun 30, 26	+10.30K	0.10%
Wealthfront Advisers LLC	36.84K	Jun 30, 26	+5.29K	0.10%
One Wealth Advisors, LLC	36.76K	Jun 30, 26	-80	0.10%
Erste Asset Management GmbH	36.62K	Jun 30, 26	--	0.10%
Moment Partners, LLC	36.43K	Jun 30, 26	-491	0.10%
GeoWealth Management, LLC	33.64K	Jun 30, 26	+6.38K	0.09%
&PARTNERS	33.40K	Jun 30, 26	+17	0.09%
SageView Advisory Group, LLC	32.49K	Jun 30, 26	-6.63K	0.09%
FRANKLIN TEMPLETON INC	29.05K	Jun 30, 26	+3.83K	0.08%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	28.90K	Jun 30, 26	-4.96K	0.08%
BBR PARTNERS, LLC	28.55K	Jun 30, 26	-954	0.08%
Pitcairn Wealth Advisors LLC	28.51K	Jun 30, 26	-13	0.08%
Equitable Holdings, Inc.	28.33K	Jun 30, 26	-885	0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	27.94K	Jun 30, 26	-1.54K	0.07%
Steward Partners Investment Advisory, LLC	26.40K	Jun 30, 26	-92	0.07%
Sanctuary Advisors, LLC	26.14K	Jun 30, 26	-381	0.07%
Wealthspire Advisors, LLC	23.70K	Jun 30, 26	-3.11K	0.06%
Orion Porfolio Solutions, LLC	23.59K	Jun 30, 26	-1.41K	0.06%
Quantinno Capital Management LP	23.11K	Jun 30, 26	-1	0.06%
BROWN ADVISORY INC	21.02K	Jun 30, 26	-215	0.06%
Modern Wealth Management, LLC	19.79K	Jun 30, 26	+168	0.05%
Waverly Advisors, LLC	19.35K	Jun 30, 26	+1.67K	0.05%
EP Wealth Advisors, LLC	19.03K	Jun 30, 26	+421	0.05%
Cresset Asset Management, LLC	18.41K	Jun 30, 26	+359	0.05%
Snowden Capital Advisors LLC	17.56K	Jun 30, 26	-744	0.05%
Topsail Wealth Management, LLC	17.50K	Jun 30, 26	+17.50K	0.05%
Davis Wealth Advisors, LLC	16.48K	Jun 30, 26	+1.01K	0.04%
NewEdge Wealth, LLC	16.43K	Jun 30, 26	+1	0.04%
Hilltop Holdings Inc.	15.93K	Jun 30, 26	-100	0.04%
Colter Lewis Investment Partners LLC	15.52K	Jun 30, 26	+15.52K	0.04%
CIBC Bancorp USA Inc.	15.04K	Jun 30, 26	+698	0.04%
Sequoia Financial Advisors, LLC	14.24K	Jun 30, 26	+3.13K	0.04%
HRT FINANCIAL LP	14.03K	Jun 30, 26	+14.03K	0.04%
Corient Private Wealth LP	13.89K	Jun 30, 26	-47.86K	0.04%
MMBG INVESTMENT ADVISORS CO.	13.79K	Jun 30, 26	--	0.04%
1015 Capital Partners, LLC	13.58K	Jun 30, 26	-800	0.04%
Ameritas Investment Partners, Inc.	13.25K	Jun 30, 26	+135	0.04%
Savvy Advisors, Inc.	13.23K	Jun 30, 26	+31	0.04%
Continuum Advisory, LLC	12.96K	Jun 30, 26	-107	0.03%
WHI TRUST Co LLC	12.28K	Jun 30, 26	--	0.03%
NATIONAL BANK OF CANADA /FI/	11.22K	Jun 30, 26	-256	0.03%
WHITTIER TRUST CO	10.89K	Jun 30, 26	-136	0.03%
WHITTIER TRUST CO OF NEVADA INC	10.87K	Jun 30, 26	+430	0.03%
Aptus Capital Advisors, LLC	10.76K	Jun 30, 26	-2.98K	0.03%
NorthRock Partners, LLC	10.52K	Jun 30, 26	-913	0.03%
CHILTON INVESTMENT CO INC.	9.19K	Jun 30, 26	-8	0.02%
Regal Investment Advisors LLC	8.93K	Jun 30, 26	-236	0.02%
World Investment Advisors	8.68K	Jun 30, 26	-4	0.02%
One Capital Management, LLC	8.32K	Jun 30, 26	--	0.02%
Bluespring Wealth Management, LLC	7.50K	Jun 30, 26	+7.50K	0.02%
Allred Capital Management, LLC	7.37K	Jun 30, 26	--	0.02%
Gateway Wealth Partners, LLC	7.23K	Jun 30, 26	-7.23K	0.02%
QRG CAPITAL MANAGEMENT, INC.	7.21K	Jun 30, 26	+291	0.02%
FLPUTNAM INVESTMENT MANAGEMENT CO	7.10K	Jun 30, 26	+2.57K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.91K	Jun 30, 26	-500	0.02%
Baird Financial Group, Inc.	6.89K	Jun 30, 26	+585	0.02%
Hills Bank & Trust Co	6.88K	Jun 30, 26	-53	0.02%
GLENMEDE TRUST CO NA	6.78K	Jun 30, 26	+6.70K	0.02%
Maloon Powers Pitre Higgins & Dennehy, LLC	6.61K	Jun 30, 26	+6.61K	0.02%
Destination Wealth Management	6.49K	Jun 30, 26	+667	0.02%
WEALTH ALLIANCE, LLC	6.48K	Jun 30, 26	-210	0.02%
Keystone Financial Services	6.36K	Jun 30, 26	+405	0.02%
VERITY Wealth Advisors	6.36K	Jun 30, 26	--	0.02%
Arax Advisory Partners	6.12K	Jun 30, 26	+2.92K	0.02%
Fortis Capital Management LLC	6.05K	Jun 30, 26	+12	0.02%
Dorsey & Whitney Trust CO LLC	6.03K	Jun 30, 26	-1.71K	0.02%
Frisch Financial Group, Inc.	5.92K	Jun 30, 26	+12	0.02%
BARTLETT & CO. WEALTH MANAGEMENT LLC	5.70K	Jun 30, 26	-190	0.02%
LifePlan Investment Advisors, Inc.	5.54K	Jun 30, 26	-490	0.01%
RENAISSANCE TECHNOLOGIES LLC	5.50K	Jun 30, 26	+5.50K	0.01%
Cadia Private Client LLC	5.45K	Jun 30, 26	+10	0.01%
Members Trust Co	5.35K	Jun 30, 26	--	0.01%
Perennial Investment Advisors, LLC	5.30K	Jun 30, 26	+479	0.01%
WNY Asset Management, LLC	5.07K	Jun 30, 26	-300	0.01%
THEORY FINANCIAL LLC	4.82K	Jun 30, 26	-348	0.01%
Hilltop Partners LLC	4.78K	Jun 30, 26	+461	0.01%
Bridgewater Advisors Inc.	4.67K	Jun 30, 26	+134	0.01%
Evergreen Wealth Partners LLC	4.46K	Jun 30, 26	+186	0.01%
XTX Topco Ltd	4.44K	Jun 30, 26	+4.44K	0.01%
OneDigital Investment Advisors LLC	4.39K	Jun 30, 26	+140	0.01%
MAI Capital Management	4.39K	Jun 30, 26	+2.01K	0.01%
MainStreet Investment Advisors LLC	4.34K	Jun 30, 26	+397	0.01%
SK Wealth Management, LLC	4.29K	Jun 30, 26	+8	0.01%
Venturi Wealth Management, LLC	4.28K	Jun 30, 26	+64	0.01%
HM PAYSON & CO	4.20K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	4.10K	Jun 30, 26	+788	0.01%
BFC Planning, Inc.	4.09K	Jun 30, 26	+1.47K	0.01%
RWA WEALTH PARTNERS, LLC	4.00K	Jun 30, 26	-800	0.01%
Mayflower Financial Advisors, LLC	3.96K	Jun 30, 26	+67	0.01%
Mission Creek Capital Partners, Inc.	3.86K	Jun 30, 26	+60	0.01%
Vanguard Personalized Indexing Management, LLC	3.75K	Jun 30, 26	--	0.01%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3.69K	Jun 30, 26	-1	0.01%
Laird Norton Wetherby Trust Company, LLC	3.67K	Jun 30, 26	+3.67K	0.01%
AE Wealth Management LLC	3.45K	Jun 30, 26	+1.07K	0.01%
Sovereign Financial Group, Inc.	3.37K	Jun 30, 26	+348	0.01%
Arkadios Wealth Advisors	3.36K	Jun 30, 26	-286	0.01%
HILLTOP WEALTH ADVISORS, LLC	3.27K	Jun 30, 26	--	0.01%
PANORAMIC INVESTMENT ADVISORS, LLC	3.25K	Jun 30, 26	-451	0.01%
Curi Capital, LLC	3.17K	Jun 30, 26	--	0.01%
FIRST FOUNDATION ADVISORS	2.93K	Jun 30, 26	-300	0.01%
Wilson & Boucher Capital Management, LLC	2.80K	Jun 30, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	2.76K	Jun 30, 26	-39	0.01%
Fielder Capital Group LLC	2.76K	Jun 30, 26	--	0.01%
Wealth Management Associates, Inc.	2.63K	Jun 30, 26	--	0.01%
Somerset Group LLC	2.62K	Jun 30, 26	--	0.01%
Keel Point, LLC	2.56K	Jun 30, 26	--	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.54K	Jun 30, 26	-165	0.01%
Ritter Daniher Financial Advisory LLC / DE	2.50K	Jun 30, 26	--	0.01%
JOHNSON INVESTMENT COUNSEL INC	2.50K	Jun 30, 26	--	0.01%
Tower Research Capital LLC (TRC)	2.46K	Jun 30, 26	-1.57K	0.01%
BlackRock, Inc.	2.44K	Jun 30, 26	-12	0.01%
Stratos Wealth Partners, LTD.	2.40K	Jun 30, 26	+69	0.01%
Per Stirling Capital Management, LLC.	2.38K	Jun 30, 26	+5	0.01%
Trivium Point Advisory, LLC	2.32K	Jun 30, 26	+2.32K	0.01%
FIDUCIARY FINANCIAL ADVISORS	2.32K	Jun 30, 26	+2.32K	0.01%
GTS FINANCIAL, LLC	2.16K	Jun 30, 26	-45	0.01%
HOWE & RUSLING INC	2.12K	Jun 30, 26	+2	0.01%
Gladstone Institutional Advisory LLC	2.10K	Jun 30, 26	+4	0.01%
Brown Financial Advisors	2.06K	Jun 30, 26	-297	0.01%
Red Oak Financial Group, LLC	2.04K	Jun 30, 26	+65	0.01%
Van Hulzen Asset Management, LLC	1.92K	Jun 30, 26	--	0.01%
Vantus Wealth LLC	1.86K	Jun 30, 26	+1.86K	0.00%
Mutual Advisors, LLC	1.82K	Jun 30, 26	+70	0.00%
Advyzon Investment Management, LLC	1.80K	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, LLC	1.79K	Jun 30, 26	+877	0.00%
Legacy Financial Group LLC	1.78K	Jun 30, 26	+1.78K	0.00%
Basepoint Wealth LLC	1.76K	Jun 30, 26	+1	0.00%
WRAPMANAGER INC	1.75K	Jun 30, 26	-17	0.00%
Olde Wealth Management, LLC	1.75K	Jun 30, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	1.67K	Jun 30, 26	--	0.00%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.66K	Jun 30, 26	+1.66K	0.00%
Vestmark Advisory Solutions, Inc.	1.64K	Jun 30, 26	+1.64K	0.00%
Sequent Planning LLC	1.61K	Jun 30, 26	+1.61K	0.00%
Hopwood Nicholas Hunter	1.56K	Jun 30, 26	-299	0.00%
Federation des caisses Desjardins du Quebec	1.55K	Jun 30, 26	--	0.00%
MATRIX PRIVATE CAPITAL GROUP LLC	1.54K	Jun 30, 26	-100	0.00%
AQR CAPITAL MANAGEMENT LLC	1.54K	Jun 30, 26	+1.54K	0.00%
CURTIS WEALTH MANAGEMENT LLC	1.54K	Jun 30, 26	+1.54K	0.00%
ZEVIN ASSET MANAGEMENT LLC	1.53K	Jun 30, 26	+1.53K	0.00%
Ausdal Financial Partners, Inc.	1.51K	Jun 30, 26	+1.51K	0.00%
Investor's Fiduciary Advisor Network, LLC	1.50K	Jun 30, 26	-15.74K	0.00%
CONSCIOUS WEALTH INVESTMENTS, LLC	1.50K	Jun 30, 26	+1.50K	0.00%
FourThought Financial Partners, LLC	1.49K	Jun 30, 26	+1.49K	0.00%
BANK OF HAWAII	1.47K	Jun 30, 26	+1.47K	0.00%
Oxbow Advisors, LLC	1.44K	Jun 30, 26	+1.44K	0.00%
TIAA Wealth Investment Management LLC	1.27K	Jun 30, 26	+1.22K	0.00%
ROGCO, LP	1.23K	Jun 30, 26	--	0.00%
Ancora Advisors LLC	1.15K	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	1.04K	Jun 30, 26	+1.04K	0.00%
ABOUND FINANCIAL, LLC	944	Jun 30, 26	--	0.00%
NI ACQUISITIONS COMPANY, LLC	889	Jun 30, 26	+889	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	735	Jun 30, 26	-265	0.00%
Glassman Wealth Services	715	Jun 30, 26	+715	0.00%
Atlantic Union Bankshares Corp	700	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	658	Jun 30, 26	+658	0.00%
FAS Wealth Partners, Inc.	566	Jun 30, 26	+15	0.00%
Colonial Trust Advisors	500	Jun 30, 26	--	0.00%
JDM Financial Group LLC	445	Jun 30, 26	--	0.00%
Hamrick Investment Counsel, llc	400	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	397	Jun 30, 26	+17	0.00%
Medallion Wealth Advisors, LLC	358	Jun 30, 26	--	0.00%
EFG International AG	325	Jun 30, 26	-15	0.00%
Westfuller Advisors, LLC	322	Jun 30, 26	+322	0.00%
Investors Portfolio Services LLC	317	Jun 30, 26	+1	0.00%
Financial Life Planners	301	Jun 30, 26	+1	0.00%
Millstone Evans Group, LLC	220	Jun 30, 26	--	0.00%
Copia Wealth Management	210	Jun 30, 26	--	0.00%
Kilter Group LLC	204	Jun 30, 26	-2	0.00%
Regatta Research & Money Management	195	Jun 30, 26	+195	0.00%
Timbuktu Capital Management, LLC	175	Jun 30, 26	+175	0.00%
AMERIFLEX GROUP, INC.	166	Jun 30, 26	-105	0.00%
WealthShield Partners, LLC	164	Jun 30, 26	-4.81K	0.00%
CVA Family Office, LLC	158	Jun 30, 26	--	0.00%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	140	Jun 30, 26	+140	0.00%
BALLAST ADVISORS LLC	137	Jun 30, 26	--	0.00%
BNP PARIBAS FINANCIAL MARKETS	91	Jun 30, 26	+8	0.00%
Private Wealth Asset Management, LLC	63	Jun 30, 26	+63	0.00%
1 NORTH WEALTH SERVICES LLC	55	Jun 30, 26	--	0.00%
Vision Retirement, LLC	52	Jun 30, 26	-105	0.00%
Keating Financial Advisory Services, Inc.	13	Jun 30, 26	--	0.00%
Atomic Invest LLC	3	Jun 30, 26	-3	0.00%
GTS SECURITIES LLC	--	Jun 30, 26	-38.28K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-883	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-297	--
Strategic Wealth Partners, Ltd.	--	Jun 30, 26	-50	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-1.19K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-2.00K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-5.66K	--
BECKER CAPITAL MANAGEMENT INC	--	Jun 30, 26	-3.71K	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-42	--
CWM, LLC	68.19K	Mar 31, 26	-950	0.18%
Charter Oak Capital Management, LLC	15.55K	Mar 31, 26	-90	0.04%
CANANDAIGUA NATIONAL CORP	5.84K	Mar 31, 26	+5.84K	0.02%
Brooklyn Investment Group	3.41K	Mar 31, 26	--	0.01%
U.S. Capital Wealth Advisors, LLC	2.94K	Mar 31, 26	-298	0.01%
JOURNEY STRATEGIC WEALTH LLC	2.61K	Mar 31, 26	-39	0.01%
McIlrath & Eck, LLC	730	Mar 31, 26	+29	0.00%
Coordinated Financial Services, Inc.	--	Mar 31, 26	-3.99K	--
COMERICA BANK	62.70K	Dec 31, 25	-1.46K	0.17%
Litman Gregory Wealth Management LLC	40.14K	Dec 31, 25	-1.43K	0.11%
Austin Private Wealth, LLC	12.70K	Dec 31, 25	-435	0.03%
CIBC Private Wealth Group LLC	12.31K	Dec 31, 25	+938	0.03%
Long Run Wealth Advisors, LLC	8.32K	Dec 31, 25	+47	0.02%
LongView Asset Management LLC	2.58K	Dec 31, 25	-1.90K	0.01%
High Falls Advisors, Inc	1.63K	Dec 31, 25	+2	0.00%
Ransom Advisory, Ltd	170	Dec 31, 25	+170	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.35K	--
PITCAIRN CO	18.22K	Sep 30, 25	+4.56K	0.05%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	7.64K	Sep 30, 25	--	0.02%
Copperleaf Capital, LLC	4.62K	Sep 30, 25	-609	0.01%
AllSquare Wealth Management LLC	1.73K	Sep 30, 25	-40	0.00%
Lowe Wealth Advisors, LLC	1.39K	Sep 30, 25	--	0.00%
Glenmede Investment Management, LP	75	Sep 30, 25	--	0.00%
Bristlecone Advisors, LLC	--	Sep 30, 25	-855	--
DOHJ, LLC	30.86K	Jun 30, 25	-19.14K	0.08%
AVANTAX ADVISORY SERVICES, INC.	24.11K	Jun 30, 25	-1.77K	0.06%
Atria Wealth Solutions, Inc.	16.55K	Jun 30, 25	-62.50K	0.04%
Elios Financial Group Inc.	15.04K	Jun 30, 25	-1.21K	0.04%
First Horizon Advisors, Inc.	12.45K	Jun 30, 25	-16.53K	0.03%
Bordeaux Wealth Advisors LLC	12.00K	Jun 30, 25	--	0.03%
Parkside Advisors LLC	3.36K	Jun 30, 25	--	0.01%
My Legacy Advisors, LLC	2.70K	Jun 30, 25	-615	0.01%
PrairieView Partners, LLC	1.03K	Jun 30, 25	--	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	646	Jun 30, 25	+646	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-302	--
Orion Portfolio Solutions, LLC	37.81K	Mar 31, 25	+1.04K	0.10%
Grant/GrossMendelsohn, LLC	14.54K	Mar 31, 25	--	0.04%
Lindbrook Capital, LLC	5.07K	Mar 31, 25	--	0.01%
Callan Capital, LLC	4.80K	Mar 31, 25	--	0.01%
Bremer Bank National Association	4.75K	Mar 31, 25	-774	0.01%
Coordinated Financial Services, Inc./CO	3.96K	Mar 31, 25	+3.96K	0.01%
Buffington Mohr McNeal	3.29K	Mar 31, 25	-450	0.01%
Sandy Spring Bank	700	Mar 31, 25	--	0.00%
Maiden Cove Capital, LLC	4.88K	Dec 31, 24	-837	0.01%
UNIONVIEW, LLC	2.07K	Dec 31, 24	+6	0.01%
HART & PATTERSON FINANCIAL GROUP LLC	1.99K	Dec 31, 24	-68	0.01%
PRIVATE CAPITAL MANAGEMENT LLC	623	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	72	Dec 31, 24	-1.86K	0.00%
Syntrinsic LLC	643.65K	Sep 30, 24	-161.31K	1.72%
Raymond James Financial Services Advisors, Inc.	115.66K	Sep 30, 24	-10.26K	0.31%
RAYMOND JAMES & ASSOCIATES	34.12K	Sep 30, 24	+1.49K	0.09%
RAYMOND JAMES TRUST N.A.	28.14K	Sep 30, 24	--	0.08%
PRIO WEALTH LIMITED PARTNERSHIP	22.62K	Sep 30, 24	--	0.06%
Annapolis Financial Services, LLC	17.29K	Sep 30, 24	--	0.05%
Diversified, LLC	17.07K	Sep 30, 24	-1.30K	0.05%
Axiom Advisory, LLC	10.88K	Sep 30, 24	+185	0.03%
GYL FINANCIAL SYNERGIES, LLC	3.21K	Sep 30, 24	--	0.01%
Edmonds Duncan Registered Investment Advisors, LLC	2.04K	Sep 30, 24	+23	0.01%
FinTrust Capital Advisors, LLC	104	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	14.17K	Jun 30, 24	+1.21K	0.04%
TCWP LLC	13.10K	Jun 30, 24	-108	0.03%
BlackRock Inc.	7.41K	Jun 30, 24	-8	0.02%
Abbrea Capital, LLC	3.81K	Jun 30, 24	+75	0.01%
Private Ocean, LLC	3.16K	Jun 30, 24	--	0.01%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-768	--
Cetera Advisor Networks LLC	48.24K	Mar 31, 24	-1.81K	0.13%
Strategic Wealth Partners Group LLC	45.70K	Mar 31, 24	-2.00K	0.12%
Cetera Advisors LLC	32.25K	Mar 31, 24	+14.07K	0.09%
Credential Qtrade Securities Inc.	11.58K	Mar 31, 24	-10.03K	0.03%
CAMBRIDGE TRUST CO	7.37K	Mar 31, 24	-240	0.02%
CREDIT SUISSE AG/	2.10K	Mar 31, 24	+2.10K	0.01%
NORWOOD FINANCIAL CORP	1.30K	Mar 31, 24	--	0.00%
Retirement Group, LLC	404	Mar 31, 24	--	0.00%
Baystate Wealth Management LLC	63.92K	Dec 31, 23	-864	0.17%
Columbia Trust Co 01012016	42.10K	Dec 31, 23	+727	0.11%
WEALTHSOURCE PARTNERS, LLC	24.83K	Dec 31, 23	+1.32K	0.07%
WADE G W & INC	21.06K	Dec 31, 23	+802	0.06%
DFPG INVESTMENTS, LLC	16.98K	Dec 31, 23	-825	0.05%
FOCUS FINANCIAL NETWORK INC /ADV	12.93K	Dec 31, 23	+12.93K	0.03%
Rollins Financial	6.04K	Dec 31, 23	--	0.02%
Bartlett & Co. LLC	5.21K	Dec 31, 23	+140	0.01%
DB Wealth Management Group, LLC	166	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	248.33K	Sep 30, 23	-171.63K	0.66%
Trellis Advisors, LLC	36.39K	Sep 30, 23	+550	0.10%
COLONY GROUP LLC	28.62K	Sep 30, 23	--	0.08%
Polaris Wealth Advisory Group, LLC	7.11K	Sep 30, 23	+116	0.02%
TIEDEMANN ADVISORS, LLC	4.71K	Sep 30, 23	--	0.01%
COMERICA SECURITIES,INC.	4.02K	Sep 30, 23	-249	0.01%
APPLETON GROUP, LLC	3.51K	Sep 30, 23	--	0.01%
AFFINIA FINANCIAL GROUP, LLC	18.41K	Jun 30, 23	-437	0.05%
AJ WEALTH STRATEGIES, LLC	16.65K	Jun 30, 23	--	0.04%
TIAA, FSB	4.11K	Jun 30, 23	--	0.01%
BerganKDV Wealth Management, LLC	4.06K	Jun 30, 23	-50	0.01%
Kistler-Tiffany Companies, LLC	596	Jun 30, 23	--	0.00%
Vigilant Capital Management, LLC	550	Jun 30, 23	--	0.00%
BDO Wealth Advisors, LLC	146	Jun 30, 23	--	0.00%
Clear Perspectives Financial Planning, LLC	7.63K	Mar 31, 23	+80	0.02%
Cribstone Capital Management, LLC	45.06K	Dec 31, 22	-745	0.12%
Sargent Bickham Lagudis LLC	31.07K	Dec 31, 22	+1.00K	0.08%
TRUSTCORE FINANCIAL SERVICES, LLC	15.70K	Dec 31, 22	+2.77K	0.04%
Momentum Advisors, LLC	5.89K	Dec 31, 22	--	0.02%
Burleson & Company, LLC	17	Dec 31, 22	+17	0.00%
55I, LLC	163.83K	Sep 30, 22	-14.88K	0.44%
REGENTATLANTIC CAPITAL LLC	24.57K	Sep 30, 22	+6	0.07%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	22.67K	Sep 30, 22	-1.19K	0.06%
BALASA DINVERNO & FOLTZ LLC	22.10K	Sep 30, 22	--	0.06%
Karp Capital Management Corp	5.18K	Sep 30, 22	+5.18K	0.01%
American Portfolios Advisors	4.22K	Sep 30, 22	-1.12K	0.01%
MUFG Americas Holdings Corp	2.00K	Sep 30, 22	+428	0.01%
FourThought Financial, LLC	1.35K	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-1.14K	--
Frontier Wealth Management LLC	127.39K	Jun 30, 22	-979	0.34%
Titus Wealth Management	4.90K	Jun 30, 22	-70	0.01%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	2.22K	Jun 30, 22	--	0.01%
Private Capital Group, LLC	--	Jun 30, 22	-3.04K	--
Personal Wealth Partners	24.11K	Mar 31, 22	+179	0.06%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	19.29K	Mar 31, 22	+19.29K	0.05%
Barrett Asset Management, LLC	9.51K	Mar 31, 22	+700	0.03%
Lenox Wealth Advisors, LLC	8.97K	Mar 31, 22	+1.04K	0.02%
Meristem Family Wealth, LLC	7.46K	Mar 31, 22	-724	0.02%
Karn, Couzens & Associates, Inc.	3.29K	Mar 31, 22	-184	0.01%
RITTER DANIHER FINANCIAL ADVISORY LLC	3.00K	Mar 31, 22	--	0.01%
Freedman Financial Associates, Inc.	340	Mar 31, 22	+73	0.00%
Livingston Group Asset Management CO (operating as Southport Capital Management)	--	Mar 31, 22	-6.19K	--
FundX Investment Group, LLC	559.90K	Dec 31, 21	+559.90K	1.49%
QUEST CAPITAL MANAGEMENT INC /ADV	71.69K	Dec 31, 21	+10.04K	0.19%
NEXT Financial Group, Inc	8.19K	Dec 31, 21	+2.74K	0.02%
Ameritas Investment Company, LLC	152.94K	Sep 30, 21	+6.19K	0.41%
C-J Advisory, Inc.	99.11K	Sep 30, 21	-2.03K	0.26%
Cardan Capital Partners, LLC	6.53K	Sep 30, 21	+86	0.02%
Cascadia Advisory Services, LLC	5.06K	Sep 30, 21	-561	0.01%
Harborview Advisors, LLC	4.63K	Sep 30, 21	+484	0.01%
Paracle Advisors, LLC	9.89K	Mar 31, 21	-689	0.03%
ROWLAND CARMICHAEL ADVISORS INC /ADV	198	Dec 31, 20	+148	0.00%
ETRADE Capital Management LLC	116.85K	Sep 30, 20	+11.40K	0.31%
Wealthspire Advisors, L.P.	12.53K	Sep 30, 20	-1.23K	0.03%
Watson Rebecca	9.65K	Sep 30, 20	+338	0.03%
Partnervest Advisory Services LLC	4.64K	Sep 30, 20	+331	0.01%
First Allied Advisory Services, Inc.	2.97K	Sep 30, 20	+2.97K	0.01%
Stearns Financial Services Group	1.40K	Sep 30, 20	+5	0.00%
BRINKER CAPITAL INC	14.62K	Jun 30, 20	+20	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	26.93K	Dec 31, 19	-72	0.07%
Advisor Group, Inc.	14.81K	Dec 31, 19	+2.64K	0.04%
CIBC BANK USA	5.43K	Dec 31, 19	--	0.01%
CAPITAL ONE, NATIONAL ASSOCIATION	2.44K	Dec 31, 19	+2.44K	0.01%
SUNTRUST BANKS INC	67.32K	Sep 30, 19	-1.43K	0.18%
Highwater Wealth Management, LLC	4.07K	Sep 30, 19	-103	0.01%
BB&T SECURITIES, LLC	3.81K	Sep 30, 19	--	0.01%
Capital One Investing, Inc.	2.44K	Sep 30, 19	+2.44K	0.01%
LODESTAR INVESTMENT COUNSEL LLC/IL	2.91K	Jun 30, 19	--	0.01%
TRUST DEPARTMENT MB FINANCIAL BANK N A	4.69K	Mar 31, 19	+1.69K	0.01%
WealthTrust Fairport, LLC	3.57K	Mar 31, 19	--	0.01%
Catamount Wealth Management	284	Mar 31, 19	--	0.00%
Patriot Wealth Management, Inc.	51.15K	Dec 31, 18	-756	0.14%
BREMER TRUST NATIONAL ASSOCIATION	9.96K	Dec 31, 18	+5.24K	0.03%
Watermark Asset Management, Inc.	2.00K	Dec 31, 18	+789	0.01%
Dragon Financial & Investment Group, LLC	3.58K	Sep 30, 18	-2.53K	0.01%
Mosaic Financial Partners, Inc.	3.73K	Jun 30, 18	-134	0.01%
Edge Advisors, LLC	3.67K	Jun 30, 18	--	0.01%
CATAWBA CAPITAL MANAGEMENT /VA	2.48K	Jun 30, 18	-700	0.01%
Commonwealth Equity Services, Inc	22.65K	Jun 30, 17	+1.79K	0.06%
CT Financial Advisors LLC	326	Mar 31, 17	--	0.00%
BlackRock Investment Management, LLC	51.42K	Dec 31, 16	+51.42K	0.14%
MSI Financial Services Inc	3.90K	Dec 31, 16	+4	0.01%
KANALY TRUST CO	121	Dec 31, 16	--	0.00%
Gupta Wealth Management LLC	143	Mar 31, 16	+30	0.00%
Pinnacle Summer Investments, Inc.	--	Dec 31, 15	-315	--
MANAGED ACCOUNT ADVISORS LLC	12.08K	Jun 30, 15	+9.81K	0.03%
Highmount Capital, LLC	--	Jun 30, 15	-4.00K	--
SHAPIRO ROBERT N	21.90K	Dec 31, 14	-19.66K	0.06%
NEW ENGLAND SECURITIES CORP /MA/	1.50K	Dec 31, 14	--	0.00%
UBS AG	119.52K	Sep 30, 14	+4.49K	0.32%
Long Wharf Investors, Inc.	4.86K	Jun 30, 14	-145	0.01%
STIFEL NICOLAUS & CO INC \MO\	4.47K	Sep 30, 13	+759	0.01%
KNIGHT CAPITAL GROUP LLC	25.59K	Jun 30, 13	+25.59K	0.07%