iShares ESG Aware U.S. Aggregate Bond ETF(EAGG)

$45.95—Stale · unknown old

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iShares ESG Aware U.S. Aggregate Bond ETF(EAGG)

NYSE • Last print unknown ago

$45.95—Stale · unknown old

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EAGG(EAGG)

EAGG

Institutional Ownership

Top 615 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	23.29M	Jun 30, 26	+824.66K	22.13%
JPMORGAN CHASE & CO	9.44M	Jun 30, 26	+516.17K	8.97%
ENVESTNET ASSET MANAGEMENT INC	5.41M	Jun 30, 26	+1.01M	5.14%
MERCER GLOBAL ADVISORS INC /ADV	4.25M	Jun 30, 26	+419.51K	4.04%
LPL Financial LLC	3.18M	Jun 30, 26	+384.93K	3.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.31M	Jun 30, 26	+9.60K	2.19%
BlackRock, Inc.	1.97M	Jun 30, 26	+204.43K	1.87%
GOLDMAN SACHS GROUP INC	1.95M	Jun 30, 26	+77.91K	1.85%
NORTHERN TRUST CORP	1.93M	Jun 30, 26	+46.96K	1.83%
Betterment LLC	1.81M	Jun 30, 26	+152.38K	1.72%
RAYMOND JAMES FINANCIAL INC	1.58M	Jun 30, 26	+93.24K	1.50%
Envestnet Portfolio Solutions, Inc.	1.06M	Jun 30, 26	+216.82K	1.01%
COMMONWEALTH EQUITY SERVICES, LLC	995.96K	Jun 30, 26	+100.03K	0.95%
M&T BANK CORP	922.56K	Jun 30, 26	+20.05K	0.88%
Bank of New York Mellon Corp	878.39K	Jun 30, 26	+54.99K	0.83%
AMERIPRISE FINANCIAL INC	742.93K	Jun 30, 26	+1.64K	0.71%
PNC FINANCIAL SERVICES GROUP, INC.	737.05K	Jun 30, 26	+36.92K	0.70%
SEI INVESTMENTS CO	728.27K	Jun 30, 26	+60.06K	0.69%
Wealthspire Advisors, LLC	690.13K	Jun 30, 26	+32.36K	0.66%
ALESCO ADVISORS LLC	672.54K	Jun 30, 26	+21.12K	0.64%
Cetera Investment Advisers	624.67K	Jun 30, 26	+98.04K	0.59%
WELLS FARGO & COMPANY/MN	591.21K	Jun 30, 26	+46.95K	0.56%
Miracle Mile Advisors, LLC	544.70K	Jun 30, 26	+42.52K	0.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	544.65K	Jun 30, 26	+46.88K	0.52%
Allworth Financial LP	495.37K	Jun 30, 26	+14.58K	0.47%
Financial Network Wealth Management LLC	490.07K	Jun 30, 26	+29.32K	0.47%
Destination Wealth Management	482.72K	Jun 30, 26	+27.70K	0.46%
KEYBANK NATIONAL ASSOCIATION/OH	455.65K	Jun 30, 26	+65.69K	0.43%
Savant Capital, LLC	414.08K	Jun 30, 26	+46.17K	0.39%
UBS Group AG	404.78K	Jun 30, 26	+6.04K	0.38%
Adviser Investments LLC	399.76K	Jun 30, 26	+8.78K	0.38%
Baird Financial Group, Inc.	396.22K	Jun 30, 26	+17.89K	0.38%
FRANKLIN RESOURCES INC	370.31K	Jun 30, 26	+10.19K	0.35%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	367.23K	Jun 30, 26	+7.05K	0.35%
THRIVENT FINANCIAL FOR LUTHERANS	361.45K	Jun 30, 26	+25.09K	0.34%
TRUIST FINANCIAL CORP	354.98K	Jun 30, 26	+8.63K	0.34%
Pathstone Holdings, LLC	331.67K	Jun 30, 26	+29.27K	0.32%
Mariner, LLC	313.00K	Jun 30, 26	-21.10K	0.30%
PARK AVENUE SECURITIES LLC	309.92K	Jun 30, 26	+70.10K	0.29%
FMR LLC	298.89K	Jun 30, 26	+15.24K	0.28%
Accredited Investors Inc.	286.29K	Jun 30, 26	-1.22K	0.27%
MML INVESTORS SERVICES, LLC	267.86K	Jun 30, 26	+75.64K	0.25%
ZEVIN ASSET MANAGEMENT LLC	263.45K	Jun 30, 26	-15.19K	0.25%
Cambridge Investment Research Advisors, Inc.	258.33K	Jun 30, 26	+34.80K	0.25%
Facet Wealth, Inc.	258.17K	Jun 30, 26	+25.16K	0.25%
MATHER GROUP, LLC.	240.52K	Jun 30, 26	+8.64K	0.23%
Financial Engines Advisors L.L.C.	239.78K	Jun 30, 26	+9.79K	0.23%
Apella Capital, LLC	236.20K	Jun 30, 26	+10.28K	0.22%
WESBANCO BANK INC	232.75K	Jun 30, 26	+4.96K	0.22%
Beacon Pointe Advisors, LLC	230.81K	Jun 30, 26	+29.19K	0.22%
Joel Adams & Associates, Inc.	230.46K	Jun 30, 26	+7.38K	0.22%
Garde Capital, Inc.	209.60K	Jun 30, 26	+209.60K	0.20%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	208.97K	Jun 30, 26	+18.02K	0.20%
ASSETMARK, INC	200.32K	Jun 30, 26	+28.33K	0.19%
Affinity Capital Advisors, LLC	199.21K	Jun 30, 26	+11.36K	0.19%
Sand Hill Global Advisors, LLC	197.86K	Jun 30, 26	-11.41K	0.19%
JONES FINANCIAL COMPANIES LLLP	195.52K	Jun 30, 26	+31.37K	0.19%
ROYAL BANK OF CANADA	189.69K	Jun 30, 26	+12.26K	0.18%
NewEdge Advisors, LLC	178.33K	Jun 30, 26	+50.61K	0.17%
MORGAN STANLEY	177.04K	Jun 30, 26	+3.88K	0.17%
Creative Planning	173.46K	Jun 30, 26	+2.99K	0.16%
eCIO, Inc.	164.20K	Jun 30, 26	+12.88K	0.16%
One Wealth Advisors, LLC	162.22K	Jun 30, 26	+24.62K	0.15%
BLUESTEM FINANCIAL ADVISORS, LLC	154.21K	Jun 30, 26	+15.45K	0.15%
US BANCORP \DE\	152.75K	Jun 30, 26	+9.57K	0.15%
Avise Financial Cooperative, Inc.	149.74K	Jun 30, 26	+30.73K	0.14%
Rossby Financial, LCC	148.84K	Jun 30, 26	+29.53K	0.14%
ADVISOR GROUP HOLDINGS, INC.	145.96K	Jun 30, 26	+29.90K	0.14%
Mascoma Wealth Management LLC	143.28K	Jun 30, 26	+2.63K	0.14%
Robertson Stephens Wealth Management, LLC	142.14K	Jun 30, 26	+7.23K	0.14%
Wealthfront Advisers LLC	135.80K	Jun 30, 26	+6.76K	0.13%
HighTower Advisors, LLC	134.71K	Jun 30, 26	-6.06K	0.13%
NEPC LLC	130.69K	Jun 30, 26	--	0.12%
Alaska Wealth Advisors	130.46K	Jun 30, 26	+1.17K	0.12%
Janney Montgomery Scott LLC	127.25K	Jun 30, 26	+38.10K	0.12%
PRINCIPAL FINANCIAL GROUP INC	123.04K	Jun 30, 26	--	0.12%
AXXCESS WEALTH MANAGEMENT, LLC	122.99K	Jun 30, 26	-1.18K	0.12%
Bond & Devick Financial Network, Inc.	120.84K	Jun 30, 26	+11.23K	0.11%
Resources Investment Advisors, LLC.	119.77K	Jun 30, 26	+2.24K	0.11%
Vise Technologies, Inc.	116.71K	Jun 30, 26	+93.52K	0.11%
Stewardship Advisors, LLC	112.24K	Jun 30, 26	+26.77K	0.11%
Equitable Holdings, Inc.	111.41K	Jun 30, 26	+19.81K	0.11%
Horst & Graben Wealth Management LLC	109.27K	Jun 30, 26	+20.39K	0.10%
Brio Consultants, LLC	109.22K	Jun 30, 26	+4.31K	0.10%
Wealth Architects, LLC	105.80K	Jun 30, 26	-10.57K	0.10%
Pensionmark Financial Group, LLC	100.90K	Jun 30, 26	+244	0.10%
Sharkey, Howes & Javer	100.77K	Jun 30, 26	+21.51K	0.10%
GeoWealth Management, LLC	97.65K	Jun 30, 26	+45.76K	0.09%
Integrated Wealth Concepts LLC	97.54K	Jun 30, 26	+48.23K	0.09%
SageView Advisory Group, LLC	93.62K	Jun 30, 26	-1.17K	0.09%
Global Endowment Management, LP	93.60K	Jun 30, 26	+25.35K	0.09%
Atlantic Private Wealth, LLC	93.07K	Jun 30, 26	-1.29K	0.09%
NorthRock Partners, LLC	92.54K	Jun 30, 26	+941	0.09%
Westfuller Advisors, LLC	91.00K	Jun 30, 26	+42.27K	0.09%
EP Wealth Advisors, LLC	87.68K	Jun 30, 26	+15.71K	0.08%
Brinker Capital Investments, LLC	87.44K	Jun 30, 26	+10.57K	0.08%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	78.51K	Jun 30, 26	-4.09K	0.07%
SENTINEL PENSION ADVISORS INC	78.29K	Jun 30, 26	+886	0.07%
JNBA Financial Advisors	77.23K	Jun 30, 26	+610	0.07%
CAPTRUST FINANCIAL ADVISORS	77.17K	Jun 30, 26	+15.33K	0.07%
Steward Partners Investment Advisory, LLC	75.88K	Jun 30, 26	+12.56K	0.07%
Merit Financial Group, LLC	75.11K	Jun 30, 26	+22.44K	0.07%
BANK OF MONTREAL /CAN/	73.82K	Jun 30, 26	+57.84K	0.07%
Farther Finance Advisors, LLC	72.61K	Jun 30, 26	+19.42K	0.07%
Trilogy Capital Inc.	69.06K	Jun 30, 26	+530	0.07%
CRUX WEALTH ADVISORS	68.78K	Jun 30, 26	+1.69K	0.07%
RTD Financial Advisors, Inc.	68.16K	Jun 30, 26	+837	0.06%
Plum Street Advisors, LLC	66.00K	Jun 30, 26	+4.99K	0.06%
Riverwater Partners LLC	65.30K	Jun 30, 26	+3.22K	0.06%
RETIREMENT CAPITAL STRATEGIES	64.84K	Jun 30, 26	-84	0.06%
Mallini Complete Financial Planning LLC	64.69K	Jun 30, 26	+752	0.06%
CX Institutional	64.18K	Jun 30, 26	+12.52K	0.06%
Alpine Bank Wealth Management	63.40K	Jun 30, 26	-590	0.06%
Foster Group, Inc.	63.00K	Jun 30, 26	+1.06K	0.06%
Dynamic Advisor Solutions LLC	62.73K	Jun 30, 26	+133	0.06%
STIFEL FINANCIAL CORP	61.34K	Jun 30, 26	-1.75K	0.06%
Perigon Wealth Management, LLC	61.26K	Jun 30, 26	+8.65K	0.06%
Omega Financial Group, LLC	60.08K	Jun 30, 26	-198	0.06%
Davis Wealth Advisors, LLC	59.94K	Jun 30, 26	+17.47K	0.06%
Sensenig Capital Advisors, Inc	58.91K	Jun 30, 26	+260	0.06%
Eley Financial Management, Inc	58.38K	Jun 30, 26	+3.97K	0.06%
Diversified Enterprises, LLC	56.88K	Jun 30, 26	+234	0.05%
Brookstone Capital Management	55.16K	Jun 30, 26	+4.18K	0.05%
Balanced Rock Investment Advisor	53.83K	Jun 30, 26	-920	0.05%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	53.79K	Jun 30, 26	+845	0.05%
INVESTMENT COUNSEL CO OF NEVADA	53.38K	Jun 30, 26	+344	0.05%
McKinley Carter Wealth Services, Inc.	53.34K	Jun 30, 26	+163	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	53.30K	Jun 30, 26	+9.55K	0.05%
MGO ONE SEVEN LLC	51.06K	Jun 30, 26	+5.45K	0.05%
Modera Wealth Management, LLC	50.87K	Jun 30, 26	-72	0.05%
SOFI WEALTH, LLC	49.79K	Jun 30, 26	+4.60K	0.05%
Center for Financial Planning, Inc.	49.42K	Jun 30, 26	+5.96K	0.05%
SigFig Wealth Management, LLC	49.19K	Jun 30, 26	+10.50K	0.05%
Invera Wealth Advisors, LLC	49.10K	Jun 30, 26	+4.45K	0.05%
Brewster Financial Planning LLC	49.05K	Jun 30, 26	+423	0.05%
PLANNING ALTERNATIVES LTD /ADV	48.78K	Jun 30, 26	+520	0.05%
Rockefeller Capital Management L.P.	48.75K	Jun 30, 26	+2.49K	0.05%
Beta Wealth Group, Inc.	48.29K	Jun 30, 26	+195	0.05%
Archer Investment Management, LLC	48.27K	Jun 30, 26	-88.21K	0.05%
Pine Haven Investment Counsel, Inc	45.83K	Jun 30, 26	+2.85K	0.04%
Financial Planning Fort Collins, LLC	45.52K	Jun 30, 26	+1.69K	0.04%
Ally Invest Advisors Inc.	45.24K	Jun 30, 26	+783	0.04%
CI Private Wealth, LLC	44.86K	Jun 30, 26	-8.91K	0.04%
Colony Group, LLC	43.54K	Jun 30, 26	+3.71K	0.04%
One Day In July LLC	43.38K	Jun 30, 26	+1.93K	0.04%
ASPIRIANT, LLC	43.22K	Jun 30, 26	-1.43K	0.04%
Sanctuary Advisors, LLC	43.17K	Jun 30, 26	+5.66K	0.04%
Fort Point Capital Partners LLC	42.73K	Jun 30, 26	+420	0.04%
Baker Avenue Asset Management, LP	42.59K	Jun 30, 26	+288	0.04%
Midwest Financial Partners Investments, Inc.	42.28K	Jun 30, 26	+682	0.04%
Wingate Wealth Advisors, Inc.	42.26K	Jun 30, 26	+1.72K	0.04%
Tempus Wealth Planning, LLC	41.47K	Jun 30, 26	+800	0.04%
Concurrent Investment Advisors, LLC	39.21K	Jun 30, 26	+9.94K	0.04%
Gradient Investments LLC	38.67K	Jun 30, 26	-1.84K	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	38.57K	Jun 30, 26	-948	0.04%
HARBOUR INVESTMENTS, INC.	38.13K	Jun 30, 26	+2.67K	0.04%
Savvy Advisors, Inc.	38.13K	Jun 30, 26	+11.34K	0.04%
Cranbrook Wealth Management, LLC	37.31K	Jun 30, 26	+1.39K	0.04%
Kestra Advisory Services, LLC	37.22K	Jun 30, 26	+5.03K	0.04%
BARTLETT & CO. WEALTH MANAGEMENT LLC	36.91K	Jun 30, 26	+3.06K	0.04%
Wescott Financial Advisory Group, LLC	36.88K	Jun 30, 26	-21	0.04%
CITIZENS FINANCIAL GROUP INC/RI	35.72K	Jun 30, 26	+2.11K	0.03%
OpenArc Corporate Advisory, LLC	35.57K	Jun 30, 26	+7.52K	0.03%
Cerity Partners LLC	34.92K	Jun 30, 26	+10.25K	0.03%
Bogart Wealth, LLC	34.01K	Jun 30, 26	+550	0.03%
Summit Wealth Group, LLC	29.95K	Jun 30, 26	-37	0.03%
RFG Advisory, LLC	27.88K	Jun 30, 26	+9.43K	0.03%
Capital Analysts, LLC	27.57K	Jun 30, 26	+9.66K	0.03%
MISSION WEALTH MANAGEMENT, LP	27.47K	Jun 30, 26	-2.90K	0.03%
EverSource Wealth Advisors, LLC	27.36K	Jun 30, 26	+4.09K	0.03%
ANB BANK	27.23K	Jun 30, 26	+6.10K	0.03%
HSBC HOLDINGS PLC	27.15K	Jun 30, 26	--	0.03%
Cardinal Point Capital Management, ULC	27.14K	Jun 30, 26	+6	0.03%
Heartland Bank & Trust Co	26.56K	Jun 30, 26	-295	0.03%
Aptus Capital Advisors, LLC	26.09K	Jun 30, 26	+11.08K	0.02%
Stonehearth Capital Management, LLC	25.39K	Jun 30, 26	+1.01K	0.02%
GRAND WEALTH MANAGEMENT, LLC	24.72K	Jun 30, 26	+446	0.02%
TRUST CO OF TOLEDO NA /OH/	24.57K	Jun 30, 26	--	0.02%
Cornerstone Wealth Management, LLC	24.44K	Jun 30, 26	-31	0.02%
Truepoint, Inc.	24.29K	Jun 30, 26	-2.23K	0.02%
Focus Financial Network, Inc.	23.98K	Jun 30, 26	+2.66K	0.02%
Private Advisor Group, LLC	23.76K	Jun 30, 26	+2.08K	0.02%
PFG Advisors	23.45K	Jun 30, 26	-27	0.02%
Sequoia Financial Advisors, LLC	23.31K	Jun 30, 26	-6.61K	0.02%
THEORY FINANCIAL LLC	23.30K	Jun 30, 26	+460	0.02%
LifePlan Investment Advisors, Inc.	23.20K	Jun 30, 26	+442	0.02%
KilterHowling LLC	23.04K	Jun 30, 26	-669	0.02%
AdvisorNet Financial, Inc	22.89K	Jun 30, 26	+15.91K	0.02%
Symmetry Partners, LLC	22.50K	Jun 30, 26	+1.52K	0.02%
Acropolis Investment Management, LLC	22.40K	Jun 30, 26	+7.03K	0.02%
Van Hulzen Asset Management, LLC	22.15K	Jun 30, 26	-1.18K	0.02%
RCS Financial Planning, LLC	22.01K	Jun 30, 26	+1.48K	0.02%
Silver Oak Advisory Group, Inc.	21.86K	Jun 30, 26	+1.77K	0.02%
Wealth Advisory Team LLC	21.84K	Jun 30, 26	+21.84K	0.02%
MLG Wealth Management DBA Pine Grove Financial Group	21.75K	Jun 30, 26	+1.98K	0.02%
ZENITH SOLUTIONS, INC.	21.63K	Jun 30, 26	+21.63K	0.02%
Clearstead Advisors, LLC	21.09K	Jun 30, 26	--	0.02%
Pictet Asset Management Holding SA	21.02K	Jun 30, 26	--	0.02%
Diversify Advisory Services, LLC	20.96K	Jun 30, 26	+20.96K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	20.96K	Jun 30, 26	+3.22K	0.02%
NFP Retirement, Inc.	20.89K	Jun 30, 26	--	0.02%
DAVENPORT & Co LLC	20.74K	Jun 30, 26	+2.60K	0.02%
Gateway Wealth Partners, LLC	20.64K	Jun 30, 26	-13.53K	0.02%
SPINNAKER TRUST	19.89K	Jun 30, 26	-246	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	19.70K	Jun 30, 26	+4.05K	0.02%
Parallel Advisors, LLC	19.69K	Jun 30, 26	+4.31K	0.02%
LIFELONG WEALTH ADVISORS, INC.	19.67K	Jun 30, 26	+2.74K	0.02%
Traveka Wealth, LLC	19.56K	Jun 30, 26	+5.66K	0.02%
Hoxton Planning & Management, LLC	19.42K	Jun 30, 26	+5.37K	0.02%
Catalytic Wealth RIA, LLC	19.29K	Jun 30, 26	+292	0.02%
Cartesian Growth Corp	18.95K	Jun 30, 26	--	0.02%
VERUS CAPITAL PARTNERS, LLC	18.90K	Jun 30, 26	+87	0.02%
GenTrust, LLC	18.49K	Jun 30, 26	+70	0.02%
Crestwood Advisors Group LLC	18.27K	Jun 30, 26	+13	0.02%
Falcon Wealth Planning	18.07K	Jun 30, 26	-3.82K	0.02%
BLB&B Advisors, LLC	17.91K	Jun 30, 26	+1.16K	0.02%
ENDEAVOR PRIVATE WEALTH, INC.	17.76K	Jun 30, 26	+1.58K	0.02%
STOCK YARDS BANK & TRUST CO	17.75K	Jun 30, 26	+1.84K	0.02%
SNS Financial Group, LLC	17.53K	Jun 30, 26	+8.88K	0.02%
Atomi Financial Group, Inc.	16.94K	Jun 30, 26	+47	0.02%
GOULD ASSET MANAGEMENT LLC /CA/	16.89K	Jun 30, 26	-165	0.02%
Wealth Enhancement Trust Services, Inc.	16.59K	Jun 30, 26	+189	0.02%
Friedenthal Financial	16.52K	Jun 30, 26	+135	0.02%
CreativeOne Wealth, LLC	16.50K	Jun 30, 26	+3.68K	0.02%
Trust Co	16.47K	Jun 30, 26	-43	0.02%
APS Management Group, Inc.	16.22K	Jun 30, 26	+516	0.02%
NWAM LLC	16.17K	Jun 30, 26	+16.17K	0.02%
Ameritas Investment Partners, Inc.	16.15K	Jun 30, 26	+1.31K	0.02%
D.A. DAVIDSON & CO.	16.11K	Jun 30, 26	+294	0.02%
PENINSULA ASSET MANAGEMENT INC	16.10K	Jun 30, 26	--	0.02%
Ameraudi Asset Management, Inc.	15.89K	Jun 30, 26	--	0.02%
SUMMIT WEALTH GROUP LLC / CO	15.53K	Jun 30, 26	+980	0.01%
Ariadne Wealth Management, LP	15.47K	Jun 30, 26	+37	0.01%
Bangor Savings Bank	15.35K	Jun 30, 26	+3.86K	0.01%
COMMERCE BANK	15.30K	Jun 30, 26	+80	0.01%
Oregon Pacific Wealth Management, LLC	15.25K	Jun 30, 26	+2.75K	0.01%
Greenspring Advisors, LLC	15.22K	Jun 30, 26	+522	0.01%
FinArc Investments, Inc.	15.16K	Jun 30, 26	+24	0.01%
Patriot Financial Group Insurance Agency, LLC	14.85K	Jun 30, 26	-1.85K	0.01%
Aprio Wealth Management, LLC	14.84K	Jun 30, 26	-2.55K	0.01%
Tradition Wealth Management, LLC	14.81K	Jun 30, 26	-54	0.01%
Painted Porch Advisors LLC	14.71K	Jun 30, 26	--	0.01%
UMB Bank, n.a.	14.50K	Jun 30, 26	--	0.01%
Financial Alternatives, Inc	14.34K	Jun 30, 26	+3.85K	0.01%
ONE WEALTH CAPITAL MANAGEMENT, LLC	14.30K	Jun 30, 26	+8.74K	0.01%
JB Capital LLC	14.10K	Jun 30, 26	+2.55K	0.01%
Leonard Rickey Investment Advisors P.L.L.C.	14.08K	Jun 30, 26	-1.96K	0.01%
SAX WEALTH ADVISORS, LLC	14.08K	Jun 30, 26	+14.08K	0.01%
Venturi Wealth Management, LLC	13.86K	Jun 30, 26	+103	0.01%
NorthCrest Asset Manangement, LLC	13.83K	Jun 30, 26	+675	0.01%
PRESILIUM PRIVATE WEALTH, LLC	13.68K	Jun 30, 26	+1.37K	0.01%
NATIXIS ADVISORS, L.P.	13.55K	Jun 30, 26	+2.58K	0.01%
Orin Green Financial, LLC	13.49K	Jun 30, 26	+751	0.01%
SRS Capital Advisors, Inc.	13.36K	Jun 30, 26	+13.36K	0.01%
Hilltop Partners LLC	13.18K	Jun 30, 26	+856	0.01%
VALLEY NATIONAL ADVISERS INC	13.01K	Jun 30, 26	+168	0.01%
TD PRIVATE CLIENT WEALTH LLC	12.99K	Jun 30, 26	+366	0.01%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	12.88K	Jun 30, 26	+265	0.01%
Rockbridge Investment Management, LCC	12.82K	Jun 30, 26	+608	0.01%
TRUEFG, LLC	12.81K	Jun 30, 26	+193	0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC	12.74K	Jun 30, 26	+6.79K	0.01%
AE Wealth Management LLC	12.62K	Jun 30, 26	+2.88K	0.01%
Mason & Associates Inc	12.54K	Jun 30, 26	-3.96K	0.01%
Ackerman Capital Advisors, LLC	12.49K	Jun 30, 26	+51	0.01%
Ellenbecker Investment Group	12.40K	Jun 30, 26	+4.36K	0.01%
Ascent Group, LLC	12.19K	Jun 30, 26	+765	0.01%
RETIREMENT INCOME SOLUTIONS, INC	11.93K	Jun 30, 26	--	0.01%
Curtis Advisory Group, LLC	11.93K	Jun 30, 26	+229	0.01%
Onyx Bridge Wealth Group LLC	11.91K	Jun 30, 26	+383	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	11.85K	Jun 30, 26	-713	0.01%
CLUNE & ASSOCIATES, LTD.	11.84K	Jun 30, 26	+4.68K	0.01%
SAGESPRING WEALTH PARTNERS, LLC	11.77K	Jun 30, 26	+2.20K	0.01%
FIFTH THIRD BANCORP	11.67K	Jun 30, 26	+827	0.01%
MBE Wealth Management, LLC	11.26K	Jun 30, 26	+1.62K	0.01%
Livet Wealth, LLC	11.13K	Jun 30, 26	-310	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	11.12K	Jun 30, 26	+2.83K	0.01%
Wealth Alliance	11.05K	Jun 30, 26	-789	0.01%
SIGNATUREFD, LLC	10.99K	Jun 30, 26	--	0.01%
BlueStem Wealth Partners, LLC	10.94K	Jun 30, 26	-2.92K	0.01%
Compton Financial Group, LLC	10.71K	Jun 30, 26	+4.11K	0.01%
Spectrum Planning & Advisory Services Inc.	10.54K	Jun 30, 26	+1.94K	0.01%
COMMON FUND FOR NONPROFIT ORGANIZATIONS	10.52K	Jun 30, 26	+283	0.01%
POTOMAC FUND MANAGEMENT INC /ADV	10.43K	Jun 30, 26	+115	0.01%
PRINCIPAL SECURITIES, INC.	10.41K	Jun 30, 26	+4.55K	0.01%
MA Private Wealth	10.30K	Jun 30, 26	+305	0.01%
EVOLVE PRIVATE WEALTH, LLC	10.12K	Jun 30, 26	-2.11K	0.01%
NOVARE CAPITAL MANAGEMENT LLC	9.80K	Jun 30, 26	--	0.01%
Sound View Wealth Advisors Group, LLC	9.73K	Jun 30, 26	-302	0.01%
CWC Advisors, LLC.	9.72K	Jun 30, 26	+2	0.01%
Harpswell Capital Advisors, LLC	9.67K	Jun 30, 26	--	0.01%
Capital Asset Advisory Services LLC	9.60K	Jun 30, 26	+871	0.01%
Veridan Wealth LLC	9.58K	Jun 30, 26	+564	0.01%
Xena Financial Planning, LLC	9.56K	Jun 30, 26	-1.46K	0.01%
Keystone Financial Services	9.55K	Jun 30, 26	+9.55K	0.01%
Diversified Trust Co	9.53K	Jun 30, 26	--	0.01%
J.W. COLE ADVISORS, INC.	9.32K	Jun 30, 26	+1.08K	0.01%
MORRIS FINANCIAL CONCEPTS, INC.	9.23K	Jun 30, 26	+654	0.01%
Transamerica Financial Advisors, Inc.	9.04K	Jun 30, 26	+2.83K	0.01%
Atria Investments, Inc	8.91K	Jun 30, 26	-3.86K	0.01%
Sanchez Levi Garrett	8.90K	Jun 30, 26	-768	0.01%
Global Retirement Partners, LLC	8.87K	Jun 30, 26	+8.87K	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	8.82K	Jun 30, 26	+562	0.01%
Hills Bank & Trust Co	8.72K	Jun 30, 26	+158	0.01%
Ronald Blue Trust, Inc.	8.69K	Jun 30, 26	--	0.01%
WEDBUSH SECURITIES INC	8.68K	Jun 30, 26	-1.34K	0.01%
Cornerstone Planning Group LLC	8.63K	Jun 30, 26	+2.18K	0.01%
Emergent Wealth Advisors, LLC	8.50K	Jun 30, 26	-284	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	8.47K	Jun 30, 26	+62	0.01%
Opulen Financial Group LLC	8.35K	Jun 30, 26	+232	0.01%
FSB PREMIER WEALTH MANAGEMENT, INC.	8.31K	Jun 30, 26	+44	0.01%
OKABENA INVESTMENT SERVICES INC	8.26K	Jun 30, 26	--	0.01%
Braun-Bostich & Associates Inc.	8.18K	Jun 30, 26	+1	0.01%
ETF Portfolio Partners, Inc.	8.11K	Jun 30, 26	+954	0.01%
Smith & Howard Wealth Management, LLC	8.04K	Jun 30, 26	--	0.01%
Pacific Excel Wealth Advisors, Inc.	7.98K	Jun 30, 26	+7.98K	0.01%
Heritage Family Offices, LLP	7.98K	Jun 30, 26	+7.98K	0.01%
LaSalle St. Investment Advisors, LLC	7.97K	Jun 30, 26	+159	0.01%
HBK Sorce Advisory LLC	7.90K	Jun 30, 26	+2.37K	0.01%
Highland Financial Advisors, LLC	7.81K	Jun 30, 26	+273	0.01%
Two West Capital Advisors LLC	7.80K	Jun 30, 26	+7.80K	0.01%
Sigma Planning Corp	7.53K	Jun 30, 26	+2.40K	0.01%
CURTIS WEALTH MANAGEMENT LLC	7.52K	Jun 30, 26	+1.08K	0.01%
Zhang Financial LLC	7.52K	Jun 30, 26	--	0.01%
Legacy Financial Group LLC	7.46K	Jun 30, 26	+7.46K	0.01%
Finley Financial, LLC	7.40K	Jun 30, 26	--	0.01%
Carr Financial Group Corp	7.40K	Jun 30, 26	+2.48K	0.01%
MAI Capital Management	7.39K	Jun 30, 26	+1.49K	0.01%
FIRST HAWAIIAN BANK	7.38K	Jun 30, 26	--	0.01%
Vestmark Advisory Solutions, Inc.	7.31K	Jun 30, 26	+7.31K	0.01%
Steel Peak Wealth Management LLC	7.28K	Jun 30, 26	+54	0.01%
Buckingham Strategic Partners	7.21K	Jun 30, 26	+7.21K	0.01%
Gordian Advisors LLC	7.19K	Jun 30, 26	+65	0.01%
Holistic Planning, LLC	7.18K	Jun 30, 26	+1.02K	0.01%
AQR CAPITAL MANAGEMENT LLC	7.16K	Jun 30, 26	+523	0.01%
Regal Investment Advisors LLC	7.08K	Jun 30, 26	+2.53K	0.01%
Farmers National Bank	6.92K	Jun 30, 26	+306	0.01%
Madrid Wealth Management, LLC	6.89K	Jun 30, 26	+391	0.01%
REGIONS FINANCIAL CORP	6.88K	Jun 30, 26	-161	0.01%
Buttonwood Financial Group, LLC	6.88K	Jun 30, 26	+1.51K	0.01%
One Capital Management, LLC	6.80K	Jun 30, 26	--	0.01%
Williams Financial, LLC	6.79K	Jun 30, 26	+6.79K	0.01%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	6.78K	Jun 30, 26	--	0.01%
R. W. Roge & Company, Inc.	6.73K	Jun 30, 26	-182	0.01%
Fisher Asset Management, LLC	6.68K	Jun 30, 26	+794	0.01%
CHOREO, LLC	6.68K	Jun 30, 26	-210	0.01%
Centurion Wealth Management LLC	6.58K	Jun 30, 26	+514	0.01%
Navigate Wealth Management, LLC	6.56K	Jun 30, 26	+760	0.01%
Csenge Advisory Group	6.56K	Jun 30, 26	+316	0.01%
WEALTHGARDEN F.S. LLC	6.53K	Jun 30, 26	-129	0.01%
Navigation Group, LLC	6.45K	Jun 30, 26	+95	0.01%
Sovereign Financial Group, Inc.	6.43K	Jun 30, 26	+6.43K	0.01%
BENJAMIN EDWARDS INC	6.36K	Jun 30, 26	+17	0.01%
Sunrise Financial Services, LLC	6.26K	Jun 30, 26	-508	0.01%
BLAIR WILLIAM & CO/IL	6.17K	Jun 30, 26	+61	0.01%
Snider Financial Group	6.14K	Jun 30, 26	--	0.01%
Tennessee Valley Asset Management Partners	6.13K	Jun 30, 26	-250	0.01%
JFS WEALTH ADVISORS, LLC	6.09K	Jun 30, 26	+905	0.01%
BIRCHBROOK, INC.	6.04K	Jun 30, 26	+124	0.01%
Advisory Services Network, LLC	5.99K	Jun 30, 26	-6.55K	0.01%
JSF Financial, LLC	5.96K	Jun 30, 26	+50	0.01%
Bragg Financial Advisors, Inc	5.92K	Jun 30, 26	+296	0.01%
Diversified Portfolios, Inc.	5.81K	Jun 30, 26	--	0.01%
COLTON GROOME FINANCIAL ADVISORS, LLC	5.66K	Jun 30, 26	+15	0.01%
FC Advisory LLC	5.63K	Jun 30, 26	+189	0.01%
Kingsview Wealth Management, LLC	5.57K	Jun 30, 26	+599	0.01%
DWM Financial Group, Inc.	5.48K	Jun 30, 26	+5.48K	0.01%
FINANCIAL MANAGEMENT NETWORK INC	5.46K	Jun 30, 26	-7	0.01%
Ashton Thomas Private Wealth, LLC	5.43K	Jun 30, 26	-856	0.01%
FIDUCIARY FINANCIAL GROUP, LLC	5.37K	Jun 30, 26	-103	0.01%
PDS Planning, Inc	5.21K	Jun 30, 26	+417	0.00%
4Thought Financial Group Inc.	5.19K	Jun 30, 26	+197	0.00%
Human Investing LLC	5.15K	Jun 30, 26	+891	0.00%
Wealthcare Advisory Partners LLC	5.13K	Jun 30, 26	--	0.00%
Perennial Investment Advisors, LLC	5.12K	Jun 30, 26	+5.12K	0.00%
Townsend Financial Planning, LLC	5.10K	Jun 30, 26	+488	0.00%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	5.09K	Jun 30, 26	--	0.00%
GreatBanc Trust CO	5.09K	Jun 30, 26	--	0.00%
StoneX Group Inc.	5.07K	Jun 30, 26	+5.07K	0.00%
Golden State Wealth Management, LLC	5.02K	Jun 30, 26	+93	0.00%
CDKV HOLDINGS LLC	5.01K	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	5.00K	Jun 30, 26	-223	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.96K	Jun 30, 26	+4.96K	0.00%
Dunhill Financial, LLC	4.93K	Jun 30, 26	+280	0.00%
WARNER FINANCIAL, INC	4.92K	Jun 30, 26	+33	0.00%
NWF Advisory Services Inc.	4.91K	Jun 30, 26	+4.91K	0.00%
Simplicity Wealth,LLC	4.90K	Jun 30, 26	+4.90K	0.00%
SAGE FINANCIAL GROUP INC	4.89K	Jun 30, 26	+152	0.00%
KEYVANTAGE WEALTH, LLC	4.89K	Jun 30, 26	-52	0.00%
Maia Wealth LLC	4.83K	Jun 30, 26	+392	0.00%
CUTLER INVESTMENT COUNSEL LLC	4.83K	Jun 30, 26	+4.83K	0.00%
SWP FINANCIAL LLC	4.82K	Jun 30, 26	+126	0.00%
RESOLUTE WEALTH ADVISOR, INC.	4.77K	Jun 30, 26	--	0.00%
Strategic Blueprint, LLC	4.75K	Jun 30, 26	+116	0.00%
TRAPHAGEN INVESTMENT ADVISORS LLC	4.72K	Jun 30, 26	-2	0.00%
Walkner Condon Financial Advisors LLC	4.72K	Jun 30, 26	+424	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.59K	Jun 30, 26	+4.59K	0.00%
Shared Vision Wealth Group LLC	4.54K	Jun 30, 26	+4.54K	0.00%
Asset One Wealth Management LLC	4.52K	Jun 30, 26	+4.52K	0.00%
IHT Wealth Management, LLC	4.52K	Jun 30, 26	-826	0.00%
OneAscent Financial Services LLC	4.51K	Jun 30, 26	+4.51K	0.00%
CITADEL ADVISORS LLC	4.49K	Jun 30, 26	+4.49K	0.00%
COREPATH WEALTH PARTNERS LLC	4.49K	Jun 30, 26	+4.49K	0.00%
CFS Investment Advisory Services, LLC	4.48K	Jun 30, 26	+4.48K	0.00%
American Money Management, LLC	4.45K	Jun 30, 26	-52	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4.38K	Jun 30, 26	+797	0.00%
Godfrey Financial Associates, Inc.	4.34K	Jun 30, 26	+626	0.00%
Ameliora Wealth Management Ltd.	4.25K	Jun 30, 26	-5.75K	0.00%
TWIN FOCUS CAPITAL PARTNERS, LLC	4.25K	Jun 30, 26	--	0.00%
IFG Advisors, LLC	4.23K	Jun 30, 26	+4.23K	0.00%
MANNING & NAPIER ADVISORS LLC	3.92K	Jun 30, 26	+120	0.00%
TD Waterhouse Canada Inc.	3.90K	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	3.89K	Jun 30, 26	+3.89K	0.00%
Cape Investment Advisory, Inc.	3.48K	Jun 30, 26	+3.48K	0.00%
Gen-Wealth Partners Inc	2.99K	Jun 30, 26	+1.07K	0.00%
Gould Capital, LLC	2.84K	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	2.81K	Jun 30, 26	+2.81K	0.00%
PRIVATE TRUST CO NA	2.73K	Jun 30, 26	--	0.00%
MOTCO	2.36K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS FINANCIAL LLC	2.22K	Jun 30, 26	+17	0.00%
BLUELINE ADVISORS LLC	2.21K	Jun 30, 26	-21	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	2.21K	Jun 30, 26	+762	0.00%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	2.20K	Jun 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	2.10K	Jun 30, 26	--	0.00%
Crewe Advisors LLC	2.04K	Jun 30, 26	-26	0.00%
AMERIFLEX GROUP, INC.	1.86K	Jun 30, 26	+1.86K	0.00%
NBC SECURITIES, INC.	1.58K	Jun 30, 26	--	0.00%
PROFFITT & GOODSON INC	1.51K	Jun 30, 26	+523	0.00%
FIDUCIARY FINANCIAL ADVISORS	1.44K	Jun 30, 26	+1.44K	0.00%
Triumph Capital Management	1.40K	Jun 30, 26	+319	0.00%
Buck Wealth Strategies, LLC	1.29K	Jun 30, 26	+1.29K	0.00%
BALLAST ADVISORS LLC	1.24K	Jun 30, 26	+35	0.00%
First Bancorp, Inc /ME/	1.15K	Jun 30, 26	+1.15K	0.00%
IFG Advisory, LLC	968	Jun 30, 26	+968	0.00%
First Pacific Financial	885	Jun 30, 26	+9	0.00%
PITTENGER & ANDERSON INC	885	Jun 30, 26	+45	0.00%
Physician Wealth Advisors, Inc.	881	Jun 30, 26	+307	0.00%
Financial Avengers, Inc.	818	Jun 30, 26	+91	0.00%
ARMSTRONG ADVISORY GROUP, INC	777	Jun 30, 26	-85	0.00%
IFP Advisors, Inc	761	Jun 30, 26	-3.07K	0.00%
HOLLENCREST CAPITAL MANAGEMENT	728	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	704	Jun 30, 26	+7	0.00%
Glassy Mountain Advisors, Inc.	655	Jun 30, 26	--	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	642	Jun 30, 26	+6	0.00%
Institute for Wealth Management, LLC.	633	Jun 30, 26	+633	0.00%
Covestor Ltd	609	Jun 30, 26	+45	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	580	Jun 30, 26	+279	0.00%
CoreCap Advisors, LLC	559	Jun 30, 26	+77	0.00%
Wellington Grp LLC	542	Jun 30, 26	--	0.00%
Kilter Group LLC	497	Jun 30, 26	+162	0.00%
Oakmont Advisory Group, LLC	492	Jun 30, 26	+492	0.00%
RAFFA WEALTH MANAGEMENT, LLC	485	Jun 30, 26	+4	0.00%
AlphaCore Capital LLC	380	Jun 30, 26	-1.02K	0.00%
Your Advocates Ltd., LLP	378	Jun 30, 26	--	0.00%
Three Bearings Fiduciary Advisors, Inc.	348	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	335	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	248	Jun 30, 26	+248	0.00%
Winthrop Capital Management, LLC	216	Jun 30, 26	--	0.00%
CITIGROUP INC	200	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	184	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	182	Jun 30, 26	+181	0.00%
North Star Investment Management Corp.	178	Jun 30, 26	+2	0.00%
1 NORTH WEALTH SERVICES LLC	140	Jun 30, 26	--	0.00%
Key Capital Management, INC	124	Jun 30, 26	+17	0.00%
SIMPLEX TRADING, LLC	80	Jun 30, 26	+80	0.00%
NBT BANK N A /NY	77	Jun 30, 26	+31	0.00%
Financial Gravity Companies, Inc.	68	Jun 30, 26	+68	0.00%
Asset Dedication, LLC	66	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	64	Jun 30, 26	-10	0.00%
JPL Wealth Management, LLC	50	Jun 30, 26	+50	0.00%
TUCKER ASSET MANAGEMENT LLC	41	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	40	Jun 30, 26	+1	0.00%
Larson Financial Group LLC	18	Jun 30, 26	-91	0.00%
Fountainhead AM, LLC	18	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	17	Jun 30, 26	--	0.00%
Gleason Group, Inc.	6	Jun 30, 26	+6	0.00%
Davis Capital Management	4	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	3	Jun 30, 26	+1	0.00%
BARINGS LLC	--	Jun 30, 26	-17.31K	--
COLDSTREAM CAPITAL MANAGEMENT INC	--	Jun 30, 26	-5.48K	--
Golden State Equity Partners	--	Jun 30, 26	-4.78K	--
Raleigh Capital Management Inc.	--	Jun 30, 26	-66	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-1.05K	--
Independent Advisor Alliance	--	Jun 30, 26	-28.64K	--
Financial Life Planners	--	Jun 30, 26	-1	--
Asempa Wealth Advisors	--	Jun 30, 26	-5.21K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-1.81K	--
Neumann Capital Management, LLC	--	Jun 30, 26	-66.87K	--
GAMMA Investing LLC	--	Jun 30, 26	-50	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-2.57K	--
Root Financial Partners, LLC	--	Jun 30, 26	-185	--
Lido Advisors, LLC	--	Jun 30, 26	-5.18K	--
WealthShield Partners, LLC	--	Jun 30, 26	-108	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-743	--
Shira Ridge Wealth Management	--	Jun 30, 26	-116.46K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Jun 30, 26	-24	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-72.11K	--
Sonoma Allocations LLC	--	Jun 30, 26	-18.96K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-2.09K	--
LVW Advisors, LLC	--	Jun 30, 26	-4.21K	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-35.91K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-4.33K	--
Global View Capital Management LLC	--	Jun 30, 26	-6.88K	--
ALTFEST L J & CO INC	--	Jun 30, 26	-4.53K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-150	--
Rossmore Private Capital	--	Jun 30, 26	-2.00K	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-881	--
Stratos Wealth Partners, LTD.	--	Jun 30, 26	-8.50K	--
Arkos Global Advisors	--	Jun 30, 26	-3.14K	--
CWM, LLC	532.00K	Mar 31, 26	+41.18K	0.51%
rebel Financial LLC	130.44K	Mar 31, 26	+1.30K	0.12%
Charter Oak Capital Management, LLC	69.82K	Mar 31, 26	-4.75K	0.07%
U.S. Capital Wealth Advisors, LLC	9.49K	Mar 31, 26	+1.08K	0.01%
North Berkeley Wealth Management, LLC	9.07K	Mar 31, 26	+1.06K	0.01%
Opes Wealth Management LLC	7.30K	Mar 31, 26	-555	0.01%
Horizons Wealth Management	1.74K	Mar 31, 26	-1.21K	0.00%
McIlrath & Eck, LLC	975	Mar 31, 26	+207	0.00%
Sunbelt Securities, Inc.	17	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	17	Mar 31, 26	--	0.00%
Sandbox Financial Partners, LLC	--	Mar 31, 26	-6.88K	--
Long Run Wealth Advisors, LLC	76.53K	Dec 31, 25	+1.19K	0.07%
Austin Private Wealth, LLC	12.14K	Dec 31, 25	-540	0.01%
COMERICA BANK	10.00K	Dec 31, 25	-3.94K	0.01%
Litman Gregory Wealth Management LLC	6.95K	Dec 31, 25	-929	0.01%
CIBC Private Wealth Group, LLC	1.50K	Dec 31, 25	+1.50K	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.30K	--
Blue Barn Wealth, LLC	--	Dec 31, 25	-11.76K	--
Wealthstream Advisors, Inc.	14.09K	Sep 30, 25	+201	0.01%
Copperleaf Capital, LLC	5.58K	Sep 30, 25	+568	0.01%
IMS Capital Management	5.33K	Sep 30, 25	+250	0.01%
Bristlecone Advisors, LLC	4.77K	Sep 30, 25	--	0.00%
Lowe Wealth Advisors, LLC	378	Sep 30, 25	+378	0.00%
Guerra Advisors Inc	119	Sep 30, 25	+119	0.00%
DOHJ, LLC	191.79K	Jun 30, 25	-9.72K	0.18%
Parkside Advisors LLC	76.86K	Jun 30, 25	-1.33K	0.07%
Better Money Decisions, LLC	44.95K	Jun 30, 25	+1.73K	0.04%
Congress Wealth Management LLC / DE /	37.15K	Jun 30, 25	+9.03K	0.04%
AVANTAX ADVISORY SERVICES, INC.	30.29K	Jun 30, 25	+2.11K	0.03%
Martin Worley Group	21.71K	Jun 30, 25	+756	0.02%
Elios Financial Group Inc.	18.34K	Jun 30, 25	+6.64K	0.02%
Benchmark Wealth Management, LLC	11.68K	Jun 30, 25	--	0.01%
First Horizon Advisors, Inc.	10.86K	Jun 30, 25	+6.08K	0.01%
Atria Wealth Solutions, Inc.	9.08K	Jun 30, 25	-95.58K	0.01%
Graypoint LLC	5.45K	Jun 30, 25	+89	0.01%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1.16K	Jun 30, 25	+1.16K	0.00%
My Legacy Advisors, LLC	--	Jun 30, 25	-5.68K	--
Orion Portfolio Solutions, LLC	63.58K	Mar 31, 25	+1.68K	0.06%
Cable Hill Partners, LLC	6.15K	Mar 31, 25	--	0.01%
LAKE STREET ADVISORS GROUP, LLC	63.72K	Dec 31, 24	--	0.06%
HART & PATTERSON FINANCIAL GROUP LLC	31.48K	Dec 31, 24	+2.19K	0.03%
Kades & Cheifetz LLC	4.81K	Dec 31, 24	+4.81K	0.00%
HBC Financial Services, PLLC	1.11K	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	113	Dec 31, 24	-2.66K	0.00%
Maiden Cove Capital, LLC	--	Dec 31, 24	-4.91K	--
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-1.53K	--
RAYMOND JAMES & ASSOCIATES	859.43K	Sep 30, 24	+50.79K	0.82%
Raymond James Financial Services Advisors, Inc.	130.31K	Sep 30, 24	-182.41K	0.12%
RAYMOND JAMES TRUST N.A.	64.96K	Sep 30, 24	--	0.06%
Divergent Wealth Advisors	20.89K	Sep 30, 24	--	0.02%
Diversified, LLC	12.52K	Sep 30, 24	-1.92K	0.01%
BlackRock Inc.	2.28M	Jun 30, 24	-368.41K	2.17%
Private Ocean, LLC	561.00K	Jun 30, 24	+11.69K	0.53%
Levy Wealth Management Group, LLC	29.22K	Jun 30, 24	+471	0.03%
TCWP LLC	10.89K	Jun 30, 24	-1.89K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	614	Jun 30, 24	+614	0.00%
HERITAGE WEALTH MANAGEMENT, LLC	--	Jun 30, 24	-4.95K	--
ICA Group Wealth Management, LLC	--	Jun 30, 24	-550	--
Cetera Advisor Networks LLC	146.62K	Mar 31, 24	+15.35K	0.14%
CAMBRIDGE TRUST CO	44.58K	Mar 31, 24	-8.86K	0.04%
Cetera Advisors LLC	36.92K	Mar 31, 24	+16.06K	0.04%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	13.79K	Mar 31, 24	+1.05K	0.01%
Manning & Napier Group, LLC	10.92K	Mar 31, 24	-2.32K	0.01%
Strategic Wealth Partners Group LLC	5.78K	Mar 31, 24	--	0.01%
Bartlett & Co. LLC	62.11K	Dec 31, 23	+2.86K	0.06%
Baystate Wealth Management LLC	61.77K	Dec 31, 23	+32.30K	0.06%
WEALTHSOURCE PARTNERS, LLC	44.15K	Dec 31, 23	-10.00K	0.04%
DFPG INVESTMENTS, LLC	26.74K	Dec 31, 23	+951	0.03%
WADE G W & INC	13.13K	Dec 31, 23	+2.22K	0.01%
FOCUS FINANCIAL NETWORK INC /ADV	6.92K	Dec 31, 23	+6.92K	0.01%
Moreno Evelyn V	5.65K	Dec 31, 23	-3.12K	0.01%
Bridgeworth, LLC	5.62K	Dec 31, 23	--	0.01%
TIEDEMANN ADVISORS, LLC	17.38K	Sep 30, 23	-1.93K	0.02%
COMERICA SECURITIES,INC.	8.76K	Sep 30, 23	+1.06K	0.01%
COLONY GROUP LLC	6.35K	Sep 30, 23	-8.03K	0.01%
PATHSTONE FAMILY OFFICE, LLC	4.67K	Sep 30, 23	+4.67K	0.00%
PFS INVESTMENTS INC.	322.25K	Jun 30, 23	+12.93K	0.31%
PICTET ASSET MANAGEMENT SA	135.48K	Jun 30, 23	+135.48K	0.13%
Financial Architects, Inc	22.53K	Jun 30, 23	-1.84K	0.02%
TimeScale Financial, Inc.	5.26K	Jun 30, 23	-26	0.00%
Veritable, L.P.	4.67K	Jun 30, 23	--	0.00%
Endurance Wealth Management, Inc.	1.03K	Jun 30, 23	--	0.00%
Vigilant Capital Management, LLC	330	Jun 30, 23	--	0.00%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-54	--
Baldrige Asset Management LLC	42.47K	Mar 31, 23	+5.04K	0.04%
Cardinal Point Wealth Management Partners, LLC	15.10K	Mar 31, 23	-1.61K	0.01%
HARVEST GROUP WEALTH MANAGEMENT, LLC	9.19K	Mar 31, 23	-2.80K	0.01%
Burleson & Company, LLC	23	Dec 31, 22	+23	0.00%
CPWM, LLC	21.61K	Sep 30, 22	+1.78K	0.02%
Brightworth	18.46K	Sep 30, 22	+267	0.02%
American Portfolios Advisors	4.71K	Sep 30, 22	+2.51K	0.00%
MUFG Americas Holdings Corp	2.49K	Sep 30, 22	+1.06K	0.00%
FourThought Financial, LLC	261	Sep 30, 22	-177	0.00%
Covington Capital Management	125	Sep 30, 22	--	0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA	17.06K	Jun 30, 22	+959	0.02%
QUEST CAPITAL MANAGEMENT INC /ADV	39.66K	Dec 31, 21	--	0.04%
NEXT Financial Group, Inc	3.32K	Dec 31, 21	+2.62K	0.00%
OLD DOMINION CAPITAL MANAGEMENT INC	7.04K	Sep 30, 21	--	0.01%
Cardinal Point Wealth Management LLC	4.10K	Sep 30, 21	+4.10K	0.00%
PICTET ASSET MANAGEMENT LTD	711.65K	Jun 30, 21	+55.65K	0.68%
Sullivan, Bruyette, Speros & Blaney, LLC	93.45K	Mar 31, 21	+28.08K	0.09%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	8.39K	Dec 31, 20	+8.39K	0.01%
Watson Rebecca	20.15K	Sep 30, 20	+2.71K	0.02%
SHINE INVESTMENT ADVISORY SERVICES INC	14.07K	Sep 30, 20	+207	0.01%
First Allied Advisory Services, Inc.	4.05K	Sep 30, 20	+4.05K	0.00%
Advisor Group, Inc.	24.19K	Dec 31, 19	+12.01K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	11.55K	Dec 31, 19	+4.18K	0.01%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

23.29M

Jun 30, 26

+824.66K

22.13%

JPMORGAN CHASE & CO

9.44M

Jun 30, 26

+516.17K

8.97%

ENVESTNET ASSET MANAGEMENT INC

5.41M

Jun 30, 26

+1.01M

5.14%

MERCER GLOBAL ADVISORS INC /ADV

4.25M

Jun 30, 26

+419.51K

4.04%

LPL Financial LLC

3.18M

Jun 30, 26

+384.93K

3.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.31M

Jun 30, 26

+9.60K

2.19%

BlackRock, Inc.

1.97M

Jun 30, 26

+204.43K

1.87%

GOLDMAN SACHS GROUP INC

1.95M

Jun 30, 26

+77.91K

1.85%

NORTHERN TRUST CORP

1.93M

Jun 30, 26

+46.96K

1.83%

Betterment LLC

1.81M

Jun 30, 26

+152.38K

1.72%

RAYMOND JAMES FINANCIAL INC

1.58M

Jun 30, 26

+93.24K

1.50%

Envestnet Portfolio Solutions, Inc.

1.06M

Jun 30, 26

+216.82K

1.01%

COMMONWEALTH EQUITY SERVICES, LLC

995.96K

Jun 30, 26

+100.03K

0.95%

M&T BANK CORP

922.56K

Jun 30, 26

+20.05K

0.88%

Bank of New York Mellon Corp

878.39K

Jun 30, 26

+54.99K

0.83%

AMERIPRISE FINANCIAL INC

742.93K

Jun 30, 26

+1.64K

0.71%

PNC FINANCIAL SERVICES GROUP, INC.

737.05K

Jun 30, 26

+36.92K

0.70%

SEI INVESTMENTS CO

728.27K

Jun 30, 26

+60.06K

0.69%

Wealthspire Advisors, LLC

690.13K

Jun 30, 26

+32.36K

0.66%

ALESCO ADVISORS LLC

672.54K

Jun 30, 26

+21.12K

0.64%

Cetera Investment Advisers

624.67K

Jun 30, 26

+98.04K

0.59%

WELLS FARGO & COMPANY/MN

591.21K

Jun 30, 26

+46.95K

0.56%

Miracle Mile Advisors, LLC

544.70K

Jun 30, 26

+42.52K

0.52%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

544.65K

Jun 30, 26

+46.88K

0.52%

Allworth Financial LP

495.37K

Jun 30, 26

+14.58K

0.47%

Financial Network Wealth Management LLC

490.07K

Jun 30, 26

+29.32K

0.47%

Destination Wealth Management

482.72K

Jun 30, 26

+27.70K

0.46%

KEYBANK NATIONAL ASSOCIATION/OH

455.65K

Jun 30, 26

+65.69K

0.43%

Savant Capital, LLC

414.08K

Jun 30, 26

+46.17K

0.39%

UBS Group AG

404.78K

Jun 30, 26

+6.04K

0.38%

Adviser Investments LLC

399.76K

Jun 30, 26

+8.78K

0.38%

Baird Financial Group, Inc.

396.22K

Jun 30, 26

+17.89K

0.38%

FRANKLIN RESOURCES INC

370.31K

Jun 30, 26

+10.19K

0.35%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

367.23K

Jun 30, 26

+7.05K

0.35%

THRIVENT FINANCIAL FOR LUTHERANS

361.45K

Jun 30, 26

+25.09K

0.34%

TRUIST FINANCIAL CORP

354.98K

Jun 30, 26

+8.63K

0.34%

Pathstone Holdings, LLC

331.67K

Jun 30, 26

+29.27K

0.32%

Mariner, LLC

313.00K

Jun 30, 26

-21.10K

0.30%

PARK AVENUE SECURITIES LLC

309.92K

Jun 30, 26

+70.10K

0.29%

FMR LLC

298.89K

Jun 30, 26

+15.24K

0.28%

Accredited Investors Inc.

286.29K

Jun 30, 26

-1.22K

0.27%

MML INVESTORS SERVICES, LLC

267.86K

Jun 30, 26

+75.64K

0.25%

ZEVIN ASSET MANAGEMENT LLC

263.45K

Jun 30, 26

-15.19K

0.25%

Cambridge Investment Research Advisors, Inc.

258.33K

Jun 30, 26

+34.80K

0.25%

Facet Wealth, Inc.

258.17K

Jun 30, 26

+25.16K

0.25%

MATHER GROUP, LLC.

240.52K

Jun 30, 26

+8.64K

0.23%

Financial Engines Advisors L.L.C.

239.78K

Jun 30, 26

+9.79K

0.23%

Apella Capital, LLC

236.20K

Jun 30, 26

+10.28K

0.22%

WESBANCO BANK INC

232.75K

Jun 30, 26

+4.96K

0.22%

Beacon Pointe Advisors, LLC

230.81K

Jun 30, 26

+29.19K

0.22%

Joel Adams & Associates, Inc.

230.46K

Jun 30, 26

+7.38K

0.22%

Garde Capital, Inc.

209.60K

Jun 30, 26

+209.60K

0.20%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

208.97K

Jun 30, 26

+18.02K

0.20%

ASSETMARK, INC

200.32K

Jun 30, 26

+28.33K

0.19%

Affinity Capital Advisors, LLC

199.21K

Jun 30, 26

+11.36K

0.19%

Sand Hill Global Advisors, LLC

197.86K

Jun 30, 26

-11.41K

0.19%

JONES FINANCIAL COMPANIES LLLP

195.52K

Jun 30, 26

+31.37K

0.19%

ROYAL BANK OF CANADA

189.69K

Jun 30, 26

+12.26K

0.18%

NewEdge Advisors, LLC

178.33K

Jun 30, 26

+50.61K

0.17%

MORGAN STANLEY

177.04K

Jun 30, 26

+3.88K

0.17%

Creative Planning

173.46K

Jun 30, 26

+2.99K

0.16%

eCIO, Inc.

164.20K

Jun 30, 26

+12.88K

0.16%

One Wealth Advisors, LLC

162.22K

Jun 30, 26

+24.62K

0.15%

BLUESTEM FINANCIAL ADVISORS, LLC

154.21K

Jun 30, 26

+15.45K

0.15%

US BANCORP \DE\

152.75K

Jun 30, 26

+9.57K

0.15%

Avise Financial Cooperative, Inc.

149.74K

Jun 30, 26

+30.73K

0.14%

Rossby Financial, LCC

148.84K

Jun 30, 26

+29.53K

0.14%

ADVISOR GROUP HOLDINGS, INC.

145.96K

Jun 30, 26

+29.90K

0.14%

Mascoma Wealth Management LLC

143.28K

Jun 30, 26

+2.63K

0.14%

Robertson Stephens Wealth Management, LLC

142.14K

Jun 30, 26

+7.23K

0.14%

Wealthfront Advisers LLC

135.80K

Jun 30, 26

+6.76K

0.13%

HighTower Advisors, LLC

134.71K

Jun 30, 26

-6.06K

0.13%

NEPC LLC

130.69K

Jun 30, 26

0.12%

Alaska Wealth Advisors

130.46K

Jun 30, 26

+1.17K

0.12%

Janney Montgomery Scott LLC

127.25K

Jun 30, 26

+38.10K

0.12%

PRINCIPAL FINANCIAL GROUP INC

123.04K

Jun 30, 26

0.12%

AXXCESS WEALTH MANAGEMENT, LLC

122.99K

Jun 30, 26

-1.18K

0.12%

Bond & Devick Financial Network, Inc.

120.84K

Jun 30, 26

+11.23K

0.11%

Resources Investment Advisors, LLC.

119.77K

Jun 30, 26

+2.24K

0.11%

Vise Technologies, Inc.

116.71K

Jun 30, 26

+93.52K

0.11%

Stewardship Advisors, LLC

112.24K

Jun 30, 26

+26.77K

0.11%

Equitable Holdings, Inc.

111.41K

Jun 30, 26

+19.81K

0.11%

Horst & Graben Wealth Management LLC

109.27K

Jun 30, 26

+20.39K

0.10%

Brio Consultants, LLC

109.22K

Jun 30, 26

+4.31K

0.10%

Wealth Architects, LLC

105.80K

Jun 30, 26

-10.57K

0.10%

Pensionmark Financial Group, LLC

100.90K

Jun 30, 26

+244

0.10%

Sharkey, Howes & Javer

100.77K

Jun 30, 26

+21.51K

0.10%

GeoWealth Management, LLC

97.65K

Jun 30, 26

+45.76K

0.09%

Integrated Wealth Concepts LLC

97.54K

Jun 30, 26

+48.23K

0.09%

SageView Advisory Group, LLC

93.62K

Jun 30, 26

-1.17K

0.09%

Global Endowment Management, LP

93.60K

Jun 30, 26

+25.35K

0.09%

Atlantic Private Wealth, LLC

93.07K

Jun 30, 26

-1.29K

0.09%

NorthRock Partners, LLC

92.54K

Jun 30, 26

+941

0.09%

Westfuller Advisors, LLC

91.00K

Jun 30, 26

+42.27K

0.09%

EP Wealth Advisors, LLC

87.68K

Jun 30, 26

+15.71K

0.08%

Brinker Capital Investments, LLC

87.44K

Jun 30, 26

+10.57K

0.08%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

78.51K

Jun 30, 26

-4.09K

0.07%

SENTINEL PENSION ADVISORS INC

78.29K

Jun 30, 26

+886

0.07%

JNBA Financial Advisors

77.23K

Jun 30, 26

+610

0.07%

CAPTRUST FINANCIAL ADVISORS

77.17K

Jun 30, 26

+15.33K

0.07%

Steward Partners Investment Advisory, LLC

75.88K

Jun 30, 26

+12.56K

0.07%

Merit Financial Group, LLC

75.11K

Jun 30, 26

+22.44K

0.07%

BANK OF MONTREAL /CAN/

73.82K

Jun 30, 26

+57.84K

0.07%

Farther Finance Advisors, LLC

72.61K

Jun 30, 26

+19.42K

0.07%

Trilogy Capital Inc.

69.06K

Jun 30, 26

+530

0.07%

CRUX WEALTH ADVISORS

68.78K

Jun 30, 26

+1.69K

0.07%

RTD Financial Advisors, Inc.

68.16K

Jun 30, 26

+837

0.06%

Plum Street Advisors, LLC

66.00K

Jun 30, 26

+4.99K

0.06%

Riverwater Partners LLC

65.30K

Jun 30, 26

+3.22K

0.06%

RETIREMENT CAPITAL STRATEGIES

64.84K

Jun 30, 26

-84

0.06%

Mallini Complete Financial Planning LLC

64.69K

Jun 30, 26

+752

0.06%

CX Institutional

64.18K

Jun 30, 26

+12.52K

0.06%

Alpine Bank Wealth Management

63.40K

Jun 30, 26

-590

0.06%

Foster Group, Inc.

63.00K

Jun 30, 26

+1.06K

0.06%

Dynamic Advisor Solutions LLC

62.73K

Jun 30, 26

+133

0.06%

STIFEL FINANCIAL CORP

61.34K

Jun 30, 26

-1.75K

0.06%

Perigon Wealth Management, LLC

61.26K

Jun 30, 26

+8.65K

0.06%

Omega Financial Group, LLC

60.08K

Jun 30, 26

-198

0.06%

Davis Wealth Advisors, LLC

59.94K

Jun 30, 26

+17.47K

0.06%

Sensenig Capital Advisors, Inc

58.91K

Jun 30, 26

+260

0.06%

Eley Financial Management, Inc

58.38K

Jun 30, 26

+3.97K

0.06%

Diversified Enterprises, LLC

56.88K

Jun 30, 26

+234

0.05%

Brookstone Capital Management

55.16K

Jun 30, 26

+4.18K

0.05%

Balanced Rock Investment Advisor

53.83K

Jun 30, 26

-920

0.05%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

53.79K

Jun 30, 26

+845

0.05%

INVESTMENT COUNSEL CO OF NEVADA

53.38K

Jun 30, 26

+344

0.05%

McKinley Carter Wealth Services, Inc.

53.34K

Jun 30, 26

+163

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

53.30K

Jun 30, 26

+9.55K

0.05%

MGO ONE SEVEN LLC

51.06K

Jun 30, 26

+5.45K

0.05%

Modera Wealth Management, LLC

50.87K

Jun 30, 26

-72

0.05%

SOFI WEALTH, LLC

49.79K

Jun 30, 26

+4.60K

0.05%

Center for Financial Planning, Inc.

49.42K

Jun 30, 26

+5.96K

0.05%

SigFig Wealth Management, LLC

49.19K

Jun 30, 26

+10.50K

0.05%

Invera Wealth Advisors, LLC

49.10K

Jun 30, 26

+4.45K

0.05%

Brewster Financial Planning LLC

49.05K

Jun 30, 26

+423

0.05%

PLANNING ALTERNATIVES LTD /ADV

48.78K

Jun 30, 26

+520

0.05%

Rockefeller Capital Management L.P.

48.75K

Jun 30, 26

+2.49K

0.05%

Beta Wealth Group, Inc.

48.29K

Jun 30, 26

+195

0.05%

Archer Investment Management, LLC

48.27K

Jun 30, 26

-88.21K

0.05%

Pine Haven Investment Counsel, Inc

45.83K

Jun 30, 26

+2.85K

0.04%

Financial Planning Fort Collins, LLC

45.52K

Jun 30, 26

+1.69K

0.04%

Ally Invest Advisors Inc.

45.24K

Jun 30, 26

+783

0.04%

CI Private Wealth, LLC

44.86K

Jun 30, 26

-8.91K

0.04%

Colony Group, LLC

43.54K

Jun 30, 26

+3.71K

0.04%

One Day In July LLC

43.38K

Jun 30, 26

+1.93K

0.04%

ASPIRIANT, LLC

43.22K

Jun 30, 26

-1.43K

0.04%

Sanctuary Advisors, LLC

43.17K

Jun 30, 26

+5.66K

0.04%

Fort Point Capital Partners LLC

42.73K

Jun 30, 26

+420

0.04%

Baker Avenue Asset Management, LP

42.59K

Jun 30, 26

+288

0.04%

Midwest Financial Partners Investments, Inc.

42.28K

Jun 30, 26

+682

0.04%

Wingate Wealth Advisors, Inc.

42.26K

Jun 30, 26

+1.72K

0.04%

Tempus Wealth Planning, LLC

41.47K

Jun 30, 26

+800

0.04%

Concurrent Investment Advisors, LLC

39.21K

Jun 30, 26

+9.94K

0.04%

Gradient Investments LLC

38.67K

Jun 30, 26

-1.84K

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

38.57K

Jun 30, 26

-948

0.04%

HARBOUR INVESTMENTS, INC.

38.13K

Jun 30, 26

+2.67K

0.04%

Savvy Advisors, Inc.

38.13K

Jun 30, 26

+11.34K

0.04%

Cranbrook Wealth Management, LLC

37.31K

Jun 30, 26

+1.39K

0.04%

Kestra Advisory Services, LLC

37.22K

Jun 30, 26

+5.03K

0.04%

BARTLETT & CO. WEALTH MANAGEMENT LLC

36.91K

Jun 30, 26

+3.06K

0.04%

Wescott Financial Advisory Group, LLC

36.88K

Jun 30, 26

-21

0.04%

CITIZENS FINANCIAL GROUP INC/RI

35.72K

Jun 30, 26

+2.11K

0.03%

OpenArc Corporate Advisory, LLC

35.57K

Jun 30, 26

+7.52K

0.03%

Cerity Partners LLC

34.92K

Jun 30, 26

+10.25K

0.03%

Bogart Wealth, LLC

34.01K

Jun 30, 26

+550

0.03%

Summit Wealth Group, LLC

29.95K

Jun 30, 26

-37

0.03%

RFG Advisory, LLC

27.88K

Jun 30, 26

+9.43K

0.03%

Capital Analysts, LLC

27.57K

Jun 30, 26

+9.66K

0.03%

MISSION WEALTH MANAGEMENT, LP

27.47K

Jun 30, 26

-2.90K

0.03%

EverSource Wealth Advisors, LLC

27.36K

Jun 30, 26

+4.09K

0.03%

ANB BANK

27.23K

Jun 30, 26

+6.10K

0.03%

HSBC HOLDINGS PLC

27.15K

Jun 30, 26

0.03%

Cardinal Point Capital Management, ULC

27.14K

Jun 30, 26

0.03%

Heartland Bank & Trust Co

26.56K

Jun 30, 26

-295

0.03%

Aptus Capital Advisors, LLC

26.09K

Jun 30, 26

+11.08K

0.02%

Stonehearth Capital Management, LLC

25.39K

Jun 30, 26

+1.01K

0.02%

GRAND WEALTH MANAGEMENT, LLC

24.72K

Jun 30, 26

+446

0.02%

TRUST CO OF TOLEDO NA /OH/

24.57K

Jun 30, 26

0.02%

Cornerstone Wealth Management, LLC

24.44K

Jun 30, 26

-31

0.02%

Truepoint, Inc.

24.29K

Jun 30, 26

-2.23K

0.02%

Focus Financial Network, Inc.

23.98K

Jun 30, 26

+2.66K

0.02%

Private Advisor Group, LLC

23.76K

Jun 30, 26

+2.08K

0.02%

PFG Advisors

23.45K

Jun 30, 26

-27

0.02%

Sequoia Financial Advisors, LLC

23.31K

Jun 30, 26

-6.61K

0.02%

THEORY FINANCIAL LLC

23.30K

Jun 30, 26

+460

0.02%

LifePlan Investment Advisors, Inc.

23.20K

Jun 30, 26

+442

0.02%

KilterHowling LLC

23.04K

Jun 30, 26

-669

0.02%

AdvisorNet Financial, Inc

22.89K

Jun 30, 26

+15.91K

0.02%

Symmetry Partners, LLC

22.50K

Jun 30, 26

+1.52K

0.02%

Acropolis Investment Management, LLC

22.40K

Jun 30, 26

+7.03K

0.02%

Van Hulzen Asset Management, LLC

22.15K

Jun 30, 26

-1.18K

0.02%

RCS Financial Planning, LLC

22.01K

Jun 30, 26

+1.48K

0.02%

Silver Oak Advisory Group, Inc.

21.86K

Jun 30, 26

+1.77K

0.02%

Wealth Advisory Team LLC

21.84K

Jun 30, 26

+21.84K

0.02%

MLG Wealth Management DBA Pine Grove Financial Group

21.75K

Jun 30, 26

+1.98K

0.02%

ZENITH SOLUTIONS, INC.

21.63K

Jun 30, 26

+21.63K

0.02%

Clearstead Advisors, LLC

21.09K

Jun 30, 26

0.02%

Pictet Asset Management Holding SA

21.02K

Jun 30, 26

0.02%

Diversify Advisory Services, LLC

20.96K

Jun 30, 26

+20.96K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

20.96K

Jun 30, 26

+3.22K

0.02%

NFP Retirement, Inc.

20.89K

Jun 30, 26

0.02%

DAVENPORT & Co LLC

20.74K

Jun 30, 26

+2.60K

0.02%

Gateway Wealth Partners, LLC

20.64K

Jun 30, 26

-13.53K

0.02%

SPINNAKER TRUST

19.89K

Jun 30, 26

-246

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

19.70K

Jun 30, 26

+4.05K

0.02%

Parallel Advisors, LLC

19.69K

Jun 30, 26

+4.31K

0.02%

LIFELONG WEALTH ADVISORS, INC.

19.67K

Jun 30, 26

+2.74K

0.02%

Traveka Wealth, LLC

19.56K

Jun 30, 26

+5.66K

0.02%

Hoxton Planning & Management, LLC

19.42K

Jun 30, 26

+5.37K

0.02%

Catalytic Wealth RIA, LLC

19.29K

Jun 30, 26

+292

0.02%

Cartesian Growth Corp

18.95K

Jun 30, 26

0.02%

VERUS CAPITAL PARTNERS, LLC

18.90K

Jun 30, 26

+87

0.02%

GenTrust, LLC

18.49K

Jun 30, 26

+70

0.02%

Crestwood Advisors Group LLC

18.27K

Jun 30, 26

+13

0.02%

Falcon Wealth Planning

18.07K

Jun 30, 26

-3.82K

0.02%

BLB&B Advisors, LLC

17.91K

Jun 30, 26

+1.16K

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

17.76K

Jun 30, 26

+1.58K

0.02%

STOCK YARDS BANK & TRUST CO

17.75K

Jun 30, 26

+1.84K

0.02%

SNS Financial Group, LLC

17.53K

Jun 30, 26

+8.88K

0.02%

Atomi Financial Group, Inc.

16.94K

Jun 30, 26

+47

0.02%

GOULD ASSET MANAGEMENT LLC /CA/

16.89K

Jun 30, 26

-165

0.02%

Wealth Enhancement Trust Services, Inc.

16.59K

Jun 30, 26

+189

0.02%

Friedenthal Financial

16.52K

Jun 30, 26

+135

0.02%

CreativeOne Wealth, LLC

16.50K

Jun 30, 26

+3.68K

0.02%

Trust Co

16.47K

Jun 30, 26

-43

0.02%

APS Management Group, Inc.

16.22K

Jun 30, 26

+516

0.02%

NWAM LLC

16.17K

Jun 30, 26

+16.17K

0.02%

Ameritas Investment Partners, Inc.

16.15K

Jun 30, 26

+1.31K

0.02%

D.A. DAVIDSON & CO.

16.11K

Jun 30, 26

+294

0.02%

PENINSULA ASSET MANAGEMENT INC

16.10K

Jun 30, 26

0.02%

Ameraudi Asset Management, Inc.

15.89K

Jun 30, 26

0.02%

SUMMIT WEALTH GROUP LLC / CO

15.53K

Jun 30, 26

+980

0.01%

Ariadne Wealth Management, LP

15.47K

Jun 30, 26

+37

0.01%

Bangor Savings Bank

15.35K

Jun 30, 26

+3.86K

0.01%

COMMERCE BANK

15.30K

Jun 30, 26

+80

0.01%

Oregon Pacific Wealth Management, LLC

15.25K

Jun 30, 26

+2.75K

0.01%

Greenspring Advisors, LLC

15.22K

Jun 30, 26

+522

0.01%

FinArc Investments, Inc.

15.16K

Jun 30, 26

+24

0.01%

Patriot Financial Group Insurance Agency, LLC

14.85K

Jun 30, 26

-1.85K

0.01%

Aprio Wealth Management, LLC

14.84K

Jun 30, 26

-2.55K

0.01%

Tradition Wealth Management, LLC

14.81K

Jun 30, 26

-54

0.01%

Painted Porch Advisors LLC

14.71K

Jun 30, 26

0.01%

UMB Bank, n.a.

14.50K

Jun 30, 26

0.01%

Financial Alternatives, Inc

14.34K

Jun 30, 26

+3.85K

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

14.30K

Jun 30, 26

+8.74K

0.01%

JB Capital LLC

14.10K

Jun 30, 26

+2.55K

0.01%

Leonard Rickey Investment Advisors P.L.L.C.

14.08K

Jun 30, 26

-1.96K

0.01%

SAX WEALTH ADVISORS, LLC

14.08K

Jun 30, 26

+14.08K

0.01%

Venturi Wealth Management, LLC

13.86K

Jun 30, 26

+103

0.01%

NorthCrest Asset Manangement, LLC

13.83K

Jun 30, 26

+675

0.01%

PRESILIUM PRIVATE WEALTH, LLC

13.68K

Jun 30, 26

+1.37K

0.01%

NATIXIS ADVISORS, L.P.

13.55K

Jun 30, 26

+2.58K

0.01%

Orin Green Financial, LLC

13.49K

Jun 30, 26

+751

0.01%

SRS Capital Advisors, Inc.

13.36K

Jun 30, 26

+13.36K

0.01%

Hilltop Partners LLC

13.18K

Jun 30, 26

+856

0.01%

VALLEY NATIONAL ADVISERS INC

13.01K

Jun 30, 26

+168

0.01%

TD PRIVATE CLIENT WEALTH LLC

12.99K

Jun 30, 26

+366

0.01%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

12.88K

Jun 30, 26

+265

0.01%

Rockbridge Investment Management, LCC

12.82K

Jun 30, 26

+608

0.01%

TRUEFG, LLC

12.81K

Jun 30, 26

+193

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

12.74K

Jun 30, 26

+6.79K

0.01%

AE Wealth Management LLC

12.62K

Jun 30, 26

+2.88K

0.01%

Mason & Associates Inc

12.54K

Jun 30, 26

-3.96K

0.01%

Ackerman Capital Advisors, LLC

12.49K

Jun 30, 26

+51

0.01%

Ellenbecker Investment Group

12.40K

Jun 30, 26

+4.36K

0.01%

Ascent Group, LLC

12.19K

Jun 30, 26

+765

0.01%

RETIREMENT INCOME SOLUTIONS, INC

11.93K

Jun 30, 26

0.01%

Curtis Advisory Group, LLC

11.93K

Jun 30, 26

+229

0.01%

Onyx Bridge Wealth Group LLC

11.91K

Jun 30, 26

+383

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

11.85K

Jun 30, 26

-713

0.01%

CLUNE & ASSOCIATES, LTD.

11.84K

Jun 30, 26

+4.68K

0.01%

SAGESPRING WEALTH PARTNERS, LLC

11.77K

Jun 30, 26

+2.20K

0.01%

FIFTH THIRD BANCORP

11.67K

Jun 30, 26

+827

0.01%

MBE Wealth Management, LLC

11.26K

Jun 30, 26

+1.62K

0.01%

Livet Wealth, LLC

11.13K

Jun 30, 26

-310

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

11.12K

Jun 30, 26

+2.83K

0.01%

Wealth Alliance

11.05K

Jun 30, 26

-789

0.01%

SIGNATUREFD, LLC

10.99K

Jun 30, 26

0.01%

BlueStem Wealth Partners, LLC

10.94K

Jun 30, 26

-2.92K

0.01%

Compton Financial Group, LLC

10.71K

Jun 30, 26

+4.11K

0.01%

Spectrum Planning & Advisory Services Inc.

10.54K

Jun 30, 26

+1.94K

0.01%

COMMON FUND FOR NONPROFIT ORGANIZATIONS

10.52K

Jun 30, 26

+283

0.01%

POTOMAC FUND MANAGEMENT INC /ADV

10.43K

Jun 30, 26

+115

0.01%

PRINCIPAL SECURITIES, INC.

10.41K

Jun 30, 26

+4.55K

0.01%

MA Private Wealth

10.30K

Jun 30, 26

+305

0.01%

EVOLVE PRIVATE WEALTH, LLC

10.12K

Jun 30, 26

-2.11K

0.01%

NOVARE CAPITAL MANAGEMENT LLC

9.80K

Jun 30, 26

0.01%

Sound View Wealth Advisors Group, LLC

9.73K

Jun 30, 26

-302

0.01%

CWC Advisors, LLC.

9.72K

Jun 30, 26

0.01%

Harpswell Capital Advisors, LLC

9.67K

Jun 30, 26

0.01%

Capital Asset Advisory Services LLC

9.60K

Jun 30, 26

+871

0.01%

Veridan Wealth LLC

9.58K

Jun 30, 26

+564

0.01%

Xena Financial Planning, LLC

9.56K

Jun 30, 26

-1.46K

0.01%

Keystone Financial Services

9.55K

Jun 30, 26

+9.55K

0.01%

Diversified Trust Co

9.53K

Jun 30, 26

0.01%

J.W. COLE ADVISORS, INC.

9.32K

Jun 30, 26

+1.08K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

9.23K

Jun 30, 26

+654

0.01%

Transamerica Financial Advisors, Inc.

9.04K

Jun 30, 26

+2.83K

0.01%

Atria Investments, Inc

8.91K

Jun 30, 26

-3.86K

0.01%

Sanchez Levi Garrett

8.90K

Jun 30, 26

-768

0.01%

Global Retirement Partners, LLC

8.87K

Jun 30, 26

+8.87K

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

8.82K

Jun 30, 26

+562

0.01%

Hills Bank & Trust Co

8.72K

Jun 30, 26

+158

0.01%

Ronald Blue Trust, Inc.

8.69K

Jun 30, 26

0.01%

WEDBUSH SECURITIES INC

8.68K

Jun 30, 26

-1.34K

0.01%

Cornerstone Planning Group LLC

8.63K

Jun 30, 26

+2.18K

0.01%

Emergent Wealth Advisors, LLC

8.50K

Jun 30, 26

-284

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

8.47K

Jun 30, 26

+62

0.01%

Opulen Financial Group LLC

8.35K

Jun 30, 26

+232

0.01%

FSB PREMIER WEALTH MANAGEMENT, INC.

8.31K

Jun 30, 26

+44

0.01%

OKABENA INVESTMENT SERVICES INC

8.26K

Jun 30, 26

0.01%

Braun-Bostich & Associates Inc.

8.18K

Jun 30, 26

0.01%

ETF Portfolio Partners, Inc.

8.11K

Jun 30, 26

+954

0.01%

Smith & Howard Wealth Management, LLC

8.04K

Jun 30, 26

0.01%

Pacific Excel Wealth Advisors, Inc.

7.98K

Jun 30, 26

+7.98K

0.01%

Heritage Family Offices, LLP

7.98K

Jun 30, 26

+7.98K

0.01%

LaSalle St. Investment Advisors, LLC

7.97K

Jun 30, 26

+159

0.01%

HBK Sorce Advisory LLC

7.90K

Jun 30, 26

+2.37K

0.01%

Highland Financial Advisors, LLC

7.81K

Jun 30, 26

+273

0.01%

Two West Capital Advisors LLC

7.80K

Jun 30, 26

+7.80K

0.01%

Sigma Planning Corp

7.53K

Jun 30, 26

+2.40K

0.01%

CURTIS WEALTH MANAGEMENT LLC

7.52K

Jun 30, 26

+1.08K

0.01%

Zhang Financial LLC

7.52K

Jun 30, 26

0.01%

Legacy Financial Group LLC

7.46K

Jun 30, 26

+7.46K

0.01%

Finley Financial, LLC

7.40K

Jun 30, 26

0.01%

Carr Financial Group Corp

7.40K

Jun 30, 26

+2.48K

0.01%

MAI Capital Management

7.39K

Jun 30, 26

+1.49K

0.01%

FIRST HAWAIIAN BANK

7.38K

Jun 30, 26

0.01%

Vestmark Advisory Solutions, Inc.

7.31K

Jun 30, 26

+7.31K

0.01%

Steel Peak Wealth Management LLC

7.28K

Jun 30, 26

+54

0.01%

Buckingham Strategic Partners

7.21K

Jun 30, 26

+7.21K

0.01%

Gordian Advisors LLC

7.19K

Jun 30, 26

+65

0.01%

Holistic Planning, LLC

7.18K

Jun 30, 26

+1.02K

0.01%

AQR CAPITAL MANAGEMENT LLC

7.16K

Jun 30, 26

+523

0.01%

Regal Investment Advisors LLC

7.08K

Jun 30, 26

+2.53K

0.01%

Farmers National Bank

6.92K

Jun 30, 26

+306

0.01%

Madrid Wealth Management, LLC

6.89K

Jun 30, 26

+391

0.01%

REGIONS FINANCIAL CORP

6.88K

Jun 30, 26

-161

0.01%

Buttonwood Financial Group, LLC

6.88K

Jun 30, 26

+1.51K

0.01%

One Capital Management, LLC

6.80K

Jun 30, 26

0.01%

Williams Financial, LLC

6.79K

Jun 30, 26

+6.79K

0.01%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

6.78K

Jun 30, 26

0.01%

R. W. Roge & Company, Inc.

6.73K

Jun 30, 26

-182

0.01%

Fisher Asset Management, LLC

6.68K

Jun 30, 26

+794

0.01%

CHOREO, LLC

6.68K

Jun 30, 26

-210

0.01%

Centurion Wealth Management LLC

6.58K

Jun 30, 26

+514

0.01%

Navigate Wealth Management, LLC

6.56K

Jun 30, 26

+760

0.01%

Csenge Advisory Group

6.56K

Jun 30, 26

+316

0.01%

WEALTHGARDEN F.S. LLC

6.53K

Jun 30, 26

-129

0.01%

Navigation Group, LLC

6.45K

Jun 30, 26

+95

0.01%

Sovereign Financial Group, Inc.

6.43K

Jun 30, 26

+6.43K

0.01%

BENJAMIN EDWARDS INC

6.36K

Jun 30, 26

+17

0.01%

Sunrise Financial Services, LLC

6.26K

Jun 30, 26

-508

0.01%

BLAIR WILLIAM & CO/IL

6.17K

Jun 30, 26

+61

0.01%

Snider Financial Group

6.14K

Jun 30, 26

0.01%

Tennessee Valley Asset Management Partners

6.13K

Jun 30, 26

-250

0.01%

JFS WEALTH ADVISORS, LLC

6.09K

Jun 30, 26

+905

0.01%

BIRCHBROOK, INC.

6.04K

Jun 30, 26

+124

0.01%

Advisory Services Network, LLC

5.99K

Jun 30, 26

-6.55K

0.01%

JSF Financial, LLC

5.96K

Jun 30, 26

+50

0.01%

Bragg Financial Advisors, Inc

5.92K

Jun 30, 26

+296

0.01%

Diversified Portfolios, Inc.

5.81K

Jun 30, 26

0.01%

COLTON GROOME FINANCIAL ADVISORS, LLC

5.66K

Jun 30, 26

+15

0.01%

FC Advisory LLC

5.63K

Jun 30, 26

+189

0.01%

Kingsview Wealth Management, LLC

5.57K

Jun 30, 26

+599

0.01%

DWM Financial Group, Inc.

5.48K

Jun 30, 26

+5.48K

0.01%

FINANCIAL MANAGEMENT NETWORK INC

5.46K

Jun 30, 26

-7

0.01%

Ashton Thomas Private Wealth, LLC

5.43K

Jun 30, 26

-856

0.01%

FIDUCIARY FINANCIAL GROUP, LLC

5.37K

Jun 30, 26

-103

0.01%

PDS Planning, Inc

5.21K

Jun 30, 26

+417

0.00%

4Thought Financial Group Inc.

5.19K

Jun 30, 26

+197

0.00%

Human Investing LLC

5.15K

Jun 30, 26

+891

0.00%

Wealthcare Advisory Partners LLC

5.13K

Jun 30, 26

0.00%

Perennial Investment Advisors, LLC

5.12K

Jun 30, 26

+5.12K

0.00%

Townsend Financial Planning, LLC

5.10K

Jun 30, 26

+488

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

5.09K

Jun 30, 26

0.00%

GreatBanc Trust CO

5.09K

Jun 30, 26

0.00%

StoneX Group Inc.

5.07K

Jun 30, 26

+5.07K

0.00%

Golden State Wealth Management, LLC

5.02K

Jun 30, 26

+93

0.00%

CDKV HOLDINGS LLC

5.01K

Jun 30, 26

0.00%

Western Wealth Management, LLC

5.00K

Jun 30, 26

-223

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

4.96K

Jun 30, 26

+4.96K

0.00%

Dunhill Financial, LLC

4.93K

Jun 30, 26

+280

0.00%

WARNER FINANCIAL, INC

4.92K

Jun 30, 26

+33

0.00%

NWF Advisory Services Inc.

4.91K

Jun 30, 26

+4.91K

0.00%

Simplicity Wealth,LLC

4.90K

Jun 30, 26

+4.90K

0.00%

SAGE FINANCIAL GROUP INC

4.89K

Jun 30, 26

+152

0.00%

KEYVANTAGE WEALTH, LLC

4.89K

Jun 30, 26

-52

0.00%

Maia Wealth LLC

4.83K

Jun 30, 26

+392

0.00%

CUTLER INVESTMENT COUNSEL LLC

4.83K

Jun 30, 26

+4.83K

0.00%

SWP FINANCIAL LLC

4.82K

Jun 30, 26

+126

0.00%

RESOLUTE WEALTH ADVISOR, INC.

4.77K

Jun 30, 26

0.00%

Strategic Blueprint, LLC

4.75K

Jun 30, 26

+116

0.00%

TRAPHAGEN INVESTMENT ADVISORS LLC

4.72K

Jun 30, 26

-2

0.00%

Walkner Condon Financial Advisors LLC

4.72K

Jun 30, 26

+424

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.59K

Jun 30, 26

+4.59K

0.00%

Shared Vision Wealth Group LLC

4.54K

Jun 30, 26

+4.54K

0.00%

Asset One Wealth Management LLC

4.52K

Jun 30, 26

+4.52K

0.00%

IHT Wealth Management, LLC

4.52K

Jun 30, 26

-826

0.00%

OneAscent Financial Services LLC

4.51K

Jun 30, 26

+4.51K

0.00%

CITADEL ADVISORS LLC

4.49K

Jun 30, 26

+4.49K

0.00%

COREPATH WEALTH PARTNERS LLC

4.49K

Jun 30, 26

+4.49K

0.00%

CFS Investment Advisory Services, LLC

4.48K

Jun 30, 26

+4.48K

0.00%

American Money Management, LLC

4.45K

Jun 30, 26

-52

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

4.38K

Jun 30, 26

+797

0.00%

Godfrey Financial Associates, Inc.

4.34K

Jun 30, 26

+626

0.00%

Ameliora Wealth Management Ltd.

4.25K

Jun 30, 26

-5.75K

0.00%

TWIN FOCUS CAPITAL PARTNERS, LLC

4.25K

Jun 30, 26

0.00%

IFG Advisors, LLC

4.23K

Jun 30, 26

+4.23K

0.00%

MANNING & NAPIER ADVISORS LLC

3.92K

Jun 30, 26

+120

0.00%

TD Waterhouse Canada Inc.

3.90K

Jun 30, 26

0.00%

Continuum Advisory, LLC

3.89K

Jun 30, 26

+3.89K

0.00%

Cape Investment Advisory, Inc.

3.48K

Jun 30, 26

+3.48K

0.00%

Gen-Wealth Partners Inc

2.99K

Jun 30, 26

+1.07K

0.00%

Gould Capital, LLC

2.84K

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

2.81K

Jun 30, 26

+2.81K

0.00%

PRIVATE TRUST CO NA

2.73K

Jun 30, 26

0.00%

MOTCO

2.36K

Jun 30, 26

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.22K

Jun 30, 26

+17

0.00%

BLUELINE ADVISORS LLC

2.21K

Jun 30, 26

-21

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

2.21K

Jun 30, 26

+762

0.00%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

2.20K

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

2.10K

Jun 30, 26

0.00%

Crewe Advisors LLC

2.04K

Jun 30, 26

-26

0.00%

AMERIFLEX GROUP, INC.

1.86K

Jun 30, 26

+1.86K

0.00%

NBC SECURITIES, INC.

1.58K

Jun 30, 26

0.00%

PROFFITT & GOODSON INC

1.51K

Jun 30, 26

+523

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.44K

Jun 30, 26

+1.44K

0.00%

Triumph Capital Management

1.40K

Jun 30, 26

+319

0.00%

Buck Wealth Strategies, LLC

1.29K

Jun 30, 26

+1.29K

0.00%

BALLAST ADVISORS LLC

1.24K

Jun 30, 26

+35

0.00%

First Bancorp, Inc /ME/

1.15K

Jun 30, 26

+1.15K

0.00%

IFG Advisory, LLC

968

Jun 30, 26

+968

0.00%

First Pacific Financial

885

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

885

Jun 30, 26

+45

0.00%

Physician Wealth Advisors, Inc.

881

Jun 30, 26

+307

0.00%

Financial Avengers, Inc.

818

Jun 30, 26

+91

0.00%

ARMSTRONG ADVISORY GROUP, INC

777

Jun 30, 26

-85

0.00%

IFP Advisors, Inc

761

Jun 30, 26

-3.07K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

728

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

704

Jun 30, 26

0.00%

Glassy Mountain Advisors, Inc.

655

Jun 30, 26

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

642

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

633

Jun 30, 26

+633

0.00%

Covestor Ltd

609

Jun 30, 26

+45

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

580

Jun 30, 26

+279

0.00%

CoreCap Advisors, LLC

559

Jun 30, 26

+77

0.00%

Wellington Grp LLC

542

Jun 30, 26

0.00%

Kilter Group LLC

497

Jun 30, 26

+162

0.00%

Oakmont Advisory Group, LLC

492

Jun 30, 26

+492

0.00%

RAFFA WEALTH MANAGEMENT, LLC

485

Jun 30, 26

0.00%

AlphaCore Capital LLC

380

Jun 30, 26

-1.02K

0.00%

Your Advocates Ltd., LLP

378

Jun 30, 26

0.00%

Three Bearings Fiduciary Advisors, Inc.

348

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

335

Jun 30, 26

0.00%

Brooklyn FI, LLC

248

Jun 30, 26

+248

0.00%

Winthrop Capital Management, LLC

216

Jun 30, 26

0.00%

CITIGROUP INC

200

Jun 30, 26

0.00%

Noble Wealth Management PBC

184

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

182

Jun 30, 26

+181

0.00%

North Star Investment Management Corp.

178

Jun 30, 26

0.00%

1 NORTH WEALTH SERVICES LLC

140

Jun 30, 26

0.00%

Key Capital Management, INC

124

Jun 30, 26

+17

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+80

0.00%

NBT BANK N A /NY

Jun 30, 26

+31

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

+68

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-10

0.00%

JPL Wealth Management, LLC

Jun 30, 26

+50

0.00%

TUCKER ASSET MANAGEMENT LLC

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

Larson Financial Group LLC

Jun 30, 26

-91

0.00%

Fountainhead AM, LLC

Jun 30, 26

0.00%

Millstone Evans Group, LLC

Jun 30, 26

0.00%

Gleason Group, Inc.

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

0.00%

BARINGS LLC

Jun 30, 26

-17.31K

COLDSTREAM CAPITAL MANAGEMENT INC

Jun 30, 26

-5.48K

Golden State Equity Partners

Jun 30, 26

-4.78K

Raleigh Capital Management Inc.

Jun 30, 26

-66

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-1.05K

Independent Advisor Alliance

Jun 30, 26

-28.64K

Financial Life Planners

Jun 30, 26

-1

Asempa Wealth Advisors

Jun 30, 26

-5.21K

Scarborough Advisors, LLC

Jun 30, 26

-1.81K

Neumann Capital Management, LLC

Jun 30, 26

-66.87K

GAMMA Investing LLC

Jun 30, 26

-50

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-2.57K

Root Financial Partners, LLC

Jun 30, 26

-185

Lido Advisors, LLC

Jun 30, 26

-5.18K

WealthShield Partners, LLC

Jun 30, 26

-108

Qube Research & Technologies Ltd

Jun 30, 26

-743

Shira Ridge Wealth Management

Jun 30, 26

-116.46K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

-24

JANE STREET GROUP, LLC

Jun 30, 26

-72.11K

Sonoma Allocations LLC

Jun 30, 26

-18.96K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-2.09K

LVW Advisors, LLC

Jun 30, 26

-4.21K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-35.91K

Arkadios Wealth Advisors

Jun 30, 26

-4.33K

Global View Capital Management LLC

Jun 30, 26

-6.88K

ALTFEST L J & CO INC

Jun 30, 26

-4.53K

Clarity Asset Management, Inc.

Jun 30, 26

-150

Rossmore Private Capital

Jun 30, 26

-2.00K

True Link Financial Advisors, LLC

Jun 30, 26

-881

Stratos Wealth Partners, LTD.

Jun 30, 26

-8.50K

Arkos Global Advisors

Jun 30, 26

-3.14K

CWM, LLC

532.00K

Mar 31, 26

+41.18K

0.51%

rebel Financial LLC

130.44K

Mar 31, 26

+1.30K

0.12%

Charter Oak Capital Management, LLC

69.82K

Mar 31, 26

-4.75K

0.07%

U.S. Capital Wealth Advisors, LLC

9.49K

Mar 31, 26

+1.08K

0.01%

North Berkeley Wealth Management, LLC

9.07K

Mar 31, 26

+1.06K

0.01%

Opes Wealth Management LLC

7.30K

Mar 31, 26

-555

0.01%

Horizons Wealth Management

1.74K

Mar 31, 26

-1.21K

0.00%

McIlrath & Eck, LLC

975

Mar 31, 26

+207

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

Mar 31, 26

0.00%

Sandbox Financial Partners, LLC

Mar 31, 26

-6.88K

Long Run Wealth Advisors, LLC

76.53K

Dec 31, 25

+1.19K

0.07%

Austin Private Wealth, LLC

12.14K

Dec 31, 25

-540

0.01%

COMERICA BANK

10.00K

Dec 31, 25

-3.94K

0.01%

Litman Gregory Wealth Management LLC

6.95K

Dec 31, 25

-929

0.01%

CIBC Private Wealth Group, LLC

1.50K

Dec 31, 25

+1.50K

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.30K

Blue Barn Wealth, LLC

Dec 31, 25

-11.76K

Wealthstream Advisors, Inc.

14.09K

Sep 30, 25

+201

0.01%

Copperleaf Capital, LLC

5.58K

Sep 30, 25

+568

0.01%

IMS Capital Management

5.33K

Sep 30, 25

+250

0.01%

Bristlecone Advisors, LLC

4.77K

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

378

Sep 30, 25

+378

0.00%

Guerra Advisors Inc

119

Sep 30, 25

+119

0.00%

DOHJ, LLC

191.79K

Jun 30, 25

-9.72K

0.18%

Parkside Advisors LLC

76.86K

Jun 30, 25

-1.33K

0.07%

Better Money Decisions, LLC

44.95K

Jun 30, 25

+1.73K

0.04%

Congress Wealth Management LLC / DE /

37.15K

Jun 30, 25

+9.03K

0.04%

AVANTAX ADVISORY SERVICES, INC.

30.29K

Jun 30, 25

+2.11K

0.03%

Martin Worley Group

21.71K

Jun 30, 25

+756

0.02%

Elios Financial Group Inc.

18.34K

Jun 30, 25

+6.64K

0.02%

Benchmark Wealth Management, LLC

11.68K

Jun 30, 25

0.01%

First Horizon Advisors, Inc.

10.86K

Jun 30, 25

+6.08K

0.01%

Atria Wealth Solutions, Inc.

9.08K

Jun 30, 25

-95.58K

0.01%

Graypoint LLC

5.45K

Jun 30, 25

+89

0.01%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

1.16K

Jun 30, 25

+1.16K

0.00%

My Legacy Advisors, LLC

Jun 30, 25

-5.68K

Orion Portfolio Solutions, LLC

63.58K

Mar 31, 25

+1.68K

0.06%

Cable Hill Partners, LLC

6.15K

Mar 31, 25

0.01%

LAKE STREET ADVISORS GROUP, LLC

63.72K

Dec 31, 24

0.06%

HART & PATTERSON FINANCIAL GROUP LLC

31.48K

Dec 31, 24

+2.19K

0.03%

Kades & Cheifetz LLC

4.81K

Dec 31, 24

+4.81K

0.00%

HBC Financial Services, PLLC

1.11K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

113

Dec 31, 24

-2.66K

0.00%

Maiden Cove Capital, LLC

Dec 31, 24

-4.91K

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-1.53K

RAYMOND JAMES & ASSOCIATES

859.43K

Sep 30, 24

+50.79K

0.82%

Raymond James Financial Services Advisors, Inc.

130.31K

Sep 30, 24

-182.41K

0.12%

RAYMOND JAMES TRUST N.A.

64.96K

Sep 30, 24

0.06%

Divergent Wealth Advisors

20.89K

Sep 30, 24

0.02%

Diversified, LLC

12.52K

Sep 30, 24

-1.92K

0.01%

BlackRock Inc.

2.28M

Jun 30, 24

-368.41K

2.17%

Private Ocean, LLC

561.00K

Jun 30, 24

+11.69K

0.53%

Levy Wealth Management Group, LLC

29.22K

Jun 30, 24

+471

0.03%

TCWP LLC

10.89K

Jun 30, 24

-1.89K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

614

Jun 30, 24

+614

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

Jun 30, 24

-4.95K

ICA Group Wealth Management, LLC

Jun 30, 24

-550

Cetera Advisor Networks LLC

146.62K

Mar 31, 24

+15.35K

0.14%

CAMBRIDGE TRUST CO

44.58K

Mar 31, 24

-8.86K

0.04%

Cetera Advisors LLC

36.92K

Mar 31, 24

+16.06K

0.04%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

13.79K

Mar 31, 24

+1.05K

0.01%

Manning & Napier Group, LLC

10.92K

Mar 31, 24

-2.32K

0.01%

Strategic Wealth Partners Group LLC

5.78K

Mar 31, 24

0.01%

Bartlett & Co. LLC

62.11K

Dec 31, 23

+2.86K

0.06%

Baystate Wealth Management LLC

61.77K

Dec 31, 23

+32.30K

0.06%

WEALTHSOURCE PARTNERS, LLC

44.15K

Dec 31, 23

-10.00K

0.04%

DFPG INVESTMENTS, LLC

26.74K

Dec 31, 23

+951

0.03%

WADE G W & INC

13.13K

Dec 31, 23

+2.22K

0.01%

FOCUS FINANCIAL NETWORK INC /ADV

6.92K

Dec 31, 23

+6.92K

0.01%

Moreno Evelyn V

5.65K

Dec 31, 23

-3.12K

0.01%

Bridgeworth, LLC

5.62K

Dec 31, 23

0.01%

TIEDEMANN ADVISORS, LLC

17.38K

Sep 30, 23

-1.93K

0.02%

COMERICA SECURITIES,INC.

8.76K

Sep 30, 23

+1.06K

0.01%

COLONY GROUP LLC

6.35K

Sep 30, 23

-8.03K

0.01%

PATHSTONE FAMILY OFFICE, LLC

4.67K

Sep 30, 23

+4.67K

0.00%

PFS INVESTMENTS INC.

322.25K

Jun 30, 23

+12.93K

0.31%

PICTET ASSET MANAGEMENT SA

135.48K

Jun 30, 23

+135.48K

0.13%

Financial Architects, Inc

22.53K

Jun 30, 23

-1.84K

0.02%

TimeScale Financial, Inc.

5.26K

Jun 30, 23

-26

0.00%

Veritable, L.P.

4.67K

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

1.03K

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

330

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-54

Baldrige Asset Management LLC

42.47K

Mar 31, 23

+5.04K

0.04%

Cardinal Point Wealth Management Partners, LLC

15.10K

Mar 31, 23

-1.61K

0.01%

HARVEST GROUP WEALTH MANAGEMENT, LLC

9.19K

Mar 31, 23

-2.80K

0.01%

Burleson & Company, LLC

Dec 31, 22

+23

0.00%

CPWM, LLC

21.61K

Sep 30, 22

+1.78K

0.02%

Brightworth

18.46K

Sep 30, 22

+267

0.02%

American Portfolios Advisors

4.71K

Sep 30, 22

+2.51K

0.00%

MUFG Americas Holdings Corp

2.49K

Sep 30, 22

+1.06K

0.00%

FourThought Financial, LLC

261

Sep 30, 22

-177

0.00%

Covington Capital Management

125

Sep 30, 22

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

17.06K

Jun 30, 22

+959

0.02%

QUEST CAPITAL MANAGEMENT INC /ADV

39.66K

Dec 31, 21

0.04%

NEXT Financial Group, Inc

3.32K

Dec 31, 21

+2.62K

0.00%

OLD DOMINION CAPITAL MANAGEMENT INC

7.04K

Sep 30, 21

0.01%

Cardinal Point Wealth Management LLC

4.10K

Sep 30, 21

+4.10K

0.00%

PICTET ASSET MANAGEMENT LTD

711.65K

Jun 30, 21

+55.65K

0.68%

Sullivan, Bruyette, Speros & Blaney, LLC

93.45K

Mar 31, 21

+28.08K

0.09%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

8.39K

Dec 31, 20

+8.39K

0.01%

Watson Rebecca

20.15K

Sep 30, 20

+2.71K

0.02%

SHINE INVESTMENT ADVISORY SERVICES INC

14.07K

Sep 30, 20

+207

0.01%

First Allied Advisory Services, Inc.

4.05K

Sep 30, 20

+4.05K

0.00%

Advisor Group, Inc.

24.19K

Dec 31, 19

+12.01K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

11.55K

Dec 31, 19

+4.18K

0.01%