iShares ESG Aware MSCI EM ETF(ESGE)

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iShares ESG Aware MSCI EM ETF(ESGE)

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$52.46—

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ESGE(ESGE)

ESGE

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 762 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	16.72M	Mar 31, 26	+2.68M	12.57%
MORGAN STANLEY	5.65M	Mar 31, 26	+766.07K	4.25%
NORTHERN TRUST CORP	5.52M	Mar 31, 26	+324.14K	4.15%
Empower Advisory Group, LLC	5.22M	Mar 31, 26	-1.15M	3.93%
WIT, LLC	5.18M	Mar 31, 26	+580.43K	3.90%
ENVESTNET ASSET MANAGEMENT INC	3.33M	Mar 31, 26	-221.63K	2.50%
Betterment LLC	3.18M	Mar 31, 26	-71.79K	2.39%
FMR LLC	2.89M	Mar 31, 26	-34.89K	2.17%
Wealthfront Advisers LLC	2.50M	Mar 31, 26	-63.55K	1.88%
JPMORGAN CHASE & CO	2.41M	Mar 31, 26	+15.45K	1.81%
BlackRock, Inc.	2.10M	Mar 31, 26	+756.02K	1.58%
Creative Planning	2.01M	Mar 31, 26	+51.69K	1.51%
WELLS FARGO & COMPANY/MN	1.73M	Mar 31, 26	-612.90K	1.30%
LPL Financial LLC	1.68M	Mar 31, 26	+168.86K	1.27%
AMERIPRISE FINANCIAL INC	1.41M	Mar 31, 26	-39.71K	1.06%
UBS Group AG	1.33M	Mar 31, 26	+48.70K	1.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.25M	Mar 31, 26	+38.51K	0.94%
Acorns Advisers, LLC	1.22M	Mar 31, 26	-32.69K	0.91%
US BANCORP \DE\	1.21M	Mar 31, 26	+300.07K	0.91%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.04M	Mar 31, 26	+1.04M	0.79%
MERCER GLOBAL ADVISORS INC /ADV	937.06K	Mar 31, 26	-8.60K	0.70%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	799.90K	Mar 31, 26	+32.60K	0.60%
ROYAL BANK OF CANADA	754.48K	Mar 31, 26	+9.31K	0.57%
GOLDMAN SACHS GROUP INC	715.45K	Mar 31, 26	+73.77K	0.54%
MISSION WEALTH MANAGEMENT, LP	585.79K	Mar 31, 26	-13.87K	0.44%
FIFTH THIRD BANCORP	574.55K	Mar 31, 26	+124.05K	0.43%
M&T BANK CORP	573.25K	Mar 31, 26	-116.55K	0.43%
Envestnet Portfolio Solutions, Inc.	564.83K	Mar 31, 26	-65.66K	0.42%
FLPUTNAM INVESTMENT MANAGEMENT CO	557.43K	Mar 31, 26	+557.43K	0.42%
IMPACTfolio, LLC	485.63K	Mar 31, 26	+37.19K	0.37%
FIDUCIARY TRUST CO	425.04K	Mar 31, 26	+14.80K	0.32%
Forefront Analytics, LLC	369.45K	Mar 31, 26	+5.72K	0.28%
Cetera Investment Advisers	364.41K	Mar 31, 26	-15.36K	0.27%
HighTower Advisors, LLC	363.31K	Mar 31, 26	+5.60K	0.27%
COMMONWEALTH EQUITY SERVICES, LLC	351.62K	Mar 31, 26	-19.66K	0.26%
NATIONAL BANK OF CANADA /FI/	346.80K	Mar 31, 26	+346.78K	0.26%
SEI INVESTMENTS CO	337.96K	Mar 31, 26	-14.65K	0.25%
RAYMOND JAMES FINANCIAL INC	326.03K	Mar 31, 26	-13.05K	0.25%
Mariner, LLC	324.72K	Mar 31, 26	+13.39K	0.24%
PARK AVENUE SECURITIES LLC	313.84K	Mar 31, 26	+313.84K	0.24%
Beacon Pointe Advisors, LLC	312.93K	Mar 31, 26	+82.85K	0.24%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	283.27K	Mar 31, 26	+283.27K	0.21%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	271.33K	Mar 31, 26	-6.57K	0.20%
Cambridge Investment Research Advisors, Inc.	270.27K	Mar 31, 26	+19.13K	0.20%
CI Private Wealth, LLC	248.02K	Mar 31, 26	-29.07K	0.19%
Nearwater Capital Markets, Ltd	200.00K	Mar 31, 26	+200.00K	0.15%
Miracle Mile Advisors, LLC	198.46K	Mar 31, 26	+4.31K	0.15%
MML INVESTORS SERVICES, LLC	183.34K	Mar 31, 26	-53.73K	0.14%
Ally Invest Advisors Inc.	173.54K	Mar 31, 26	+227	0.13%
TRUIST FINANCIAL CORP	168.12K	Mar 31, 26	+84.66K	0.13%
CITIGROUP INC	167.89K	Mar 31, 26	-24.48K	0.13%
PRINCIPAL FINANCIAL GROUP INC	166.63K	Mar 31, 26	+39.91K	0.13%
Intergy Private Wealth, LLC	162.45K	Mar 31, 26	-1.79K	0.12%
OXFORD FINANCIAL GROUP LTD	157.42K	Mar 31, 26	-5.17K	0.12%
MATHER GROUP, LLC.	157.15K	Mar 31, 26	-880	0.12%
JONES FINANCIAL COMPANIES LLLP	155.82K	Mar 31, 26	+51.41K	0.12%
Modera Wealth Management, LLC	155.37K	Mar 31, 26	+2.81K	0.12%
Bank of New York Mellon Corp	144.64K	Mar 31, 26	+54.49K	0.11%
Colony Group, LLC	143.60K	Mar 31, 26	+20.84K	0.11%
Stanich Group LLC	141.85K	Mar 31, 26	+5.18K	0.11%
Laurel Wealth Planning LLC	132.21K	Mar 31, 26	-6.04K	0.10%
BALDWIN BROTHERS LLC/MA	127.95K	Mar 31, 26	+127.95K	0.10%
BANK OF MONTREAL /CAN/	127.75K	Mar 31, 26	+17.86K	0.10%
Steward Partners Investment Advisory, LLC	127.25K	Mar 31, 26	+10.75K	0.10%
THRIVENT FINANCIAL FOR LUTHERANS	125.95K	Mar 31, 26	-13.90K	0.09%
BROWN ADVISORY INC	123.95K	Mar 31, 26	+5.58K	0.09%
ALESCO ADVISORS LLC	121.37K	Mar 31, 26	-9.15K	0.09%
NewEdge Advisors, LLC	115.68K	Mar 31, 26	+32.43K	0.09%
Allworth Financial LP	112.70K	Mar 31, 26	+1.36K	0.08%
Wealthspire Advisors, LLC	111.06K	Mar 31, 26	-2.60K	0.08%
Quent Capital, LLC	109.77K	Mar 31, 26	-5.08K	0.08%
Janney Montgomery Scott LLC	107.24K	Mar 31, 26	-10.32K	0.08%
BAILARD, INC.	107.14K	Mar 31, 26	-7.21K	0.08%
Mirae Asset Global Investments Co., Ltd.	105.07K	Mar 31, 26	-7.30K	0.08%
Sand Hill Global Advisors, LLC	104.43K	Mar 31, 26	-3.91K	0.08%
ASSETMARK, INC	101.32K	Mar 31, 26	-7.35K	0.08%
Financial Engines Advisors L.L.C.	100.12K	Mar 31, 26	+100.12K	0.08%
EVOKE WEALTH, LLC	97.88K	Mar 31, 26	--	0.07%
Cerity Partners LLC	96.89K	Mar 31, 26	+15.47K	0.07%
High Note Wealth, LLC	94.64K	Mar 31, 26	-345	0.07%
Rockefeller Capital Management L.P.	90.12K	Mar 31, 26	+3.68K	0.07%
Savant Capital, LLC	89.92K	Mar 31, 26	+9.57K	0.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	87.41K	Mar 31, 26	-287.43K	0.07%
Centennial Bank/AR/	79.40K	Mar 31, 26	+39.02K	0.06%
NORTHSTAR ASSET MANAGEMENT INC	79.38K	Mar 31, 26	+41.16K	0.06%
ALLIANCEBERNSTEIN L.P.	78.63K	Mar 31, 26	+23.77K	0.06%
GeoWealth Management, LLC	77.28K	Mar 31, 26	-9.43K	0.06%
RENAISSANCE TECHNOLOGIES LLC	76.30K	Mar 31, 26	+67.40K	0.06%
Avise Financial Cooperative, Inc.	74.22K	Mar 31, 26	+4.96K	0.06%
STIFEL FINANCIAL CORP	74.10K	Mar 31, 26	+5.95K	0.06%
Baird Financial Group, Inc.	72.12K	Mar 31, 26	-1.42K	0.05%
Apella Capital, LLC	71.39K	Mar 31, 26	-148	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	70.60K	Mar 31, 26	+41.82K	0.05%
rebel Financial LLC	69.27K	Mar 31, 26	-8.12K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	66.34K	Mar 31, 26	-212	0.05%
Robertson Stephens Wealth Management, LLC	65.26K	Mar 31, 26	+5.18K	0.05%
Cartesian Growth Corp	64.72K	Mar 31, 26	--	0.05%
CABOT WEALTH MANAGEMENT INC	63.81K	Mar 31, 26	+7.40K	0.05%
Perigon Wealth Management, LLC	63.15K	Mar 31, 26	+2.36K	0.05%
QUADRANT CAPITAL GROUP LLC	63.09K	Mar 31, 26	--	0.05%
BOKF, NA	61.79K	Mar 31, 26	-223	0.05%
CAPTRUST FINANCIAL ADVISORS	61.42K	Mar 31, 26	-156	0.05%
Koss-Olinger Consulting, LLC	61.37K	Mar 31, 26	+422	0.05%
Advisory Services Network, LLC	61.25K	Mar 31, 26	-11.63K	0.05%
CRUX WEALTH ADVISORS	60.71K	Mar 31, 26	-479	0.05%
Archer Investment Management, LLC	59.94K	Mar 31, 26	+5.72K	0.05%
HARBOUR INVESTMENTS, INC.	59.34K	Mar 31, 26	+2.67K	0.04%
Sanctuary Advisors, LLC	59.02K	Mar 31, 26	-366	0.04%
Wescott Financial Advisory Group, LLC	58.94K	Mar 31, 26	-4.16K	0.04%
STATE OF WISCONSIN INVESTMENT BOARD	57.16K	Mar 31, 26	--	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	55.82K	Mar 31, 26	-528	0.04%
One Wealth Advisors, LLC	55.00K	Mar 31, 26	-4.47K	0.04%
Brinker Capital Investments, LLC	54.66K	Mar 31, 26	-21.72K	0.04%
North Berkeley Wealth Management, LLC	54.05K	Mar 31, 26	+54.05K	0.04%
KEYBANK NATIONAL ASSOCIATION/OH	53.62K	Mar 31, 26	-931	0.04%
One Capital Management, LLC	53.26K	Mar 31, 26	+10.91K	0.04%
Resources Investment Advisors, LLC.	53.06K	Mar 31, 26	+365	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	52.75K	Mar 31, 26	-5.73K	0.04%
Blue Edge Capital, LLC	52.71K	Mar 31, 26	+99	0.04%
Impact Investors, Inc	52.70K	Mar 31, 26	+8.30K	0.04%
CWM, LLC	52.62K	Mar 31, 26	+16.15K	0.04%
Affiance Financial, LLC	51.36K	Mar 31, 26	+1.19K	0.04%
Farther Finance Advisors, LLC	50.20K	Mar 31, 26	+14.47K	0.04%
SOFI WEALTH, LLC	47.36K	Mar 31, 26	+10.61K	0.04%
CITIZENS FINANCIAL GROUP INC/RI	46.12K	Mar 31, 26	+996	0.03%
Bear Mountain Capital, Inc.	45.60K	Mar 31, 26	-333	0.03%
HB Wealth Management, LLC	45.00K	Mar 31, 26	+3.85K	0.03%
Equitable Holdings, Inc.	44.60K	Mar 31, 26	-5.98K	0.03%
XY Planning Network, Inc.	43.80K	Mar 31, 26	+444	0.03%
DRW Securities, LLC	43.73K	Mar 31, 26	-148.59K	0.03%
JNBA Financial Advisors	43.12K	Mar 31, 26	-752	0.03%
Baron Financial Group, LLC	42.59K	Mar 31, 26	-2.87K	0.03%
Dynamic Advisor Solutions LLC	42.34K	Mar 31, 26	-926	0.03%
Brookstone Capital Management	41.56K	Mar 31, 26	+2.96K	0.03%
TIAA TRUST, NATIONAL ASSOCIATION	41.07K	Mar 31, 26	-4.18M	0.03%
Buckingham Strategic Partners	40.38K	Mar 31, 26	-6.83K	0.03%
Alaska Wealth Advisors	40.32K	Mar 31, 26	+3.73K	0.03%
Horst & Graben Wealth Management LLC	40.09K	Mar 31, 26	-909	0.03%
ACADIAN ASSET MANAGEMENT LLC	39.59K	Mar 31, 26	+3.07K	0.03%
Merit Financial Group, LLC	39.57K	Mar 31, 26	+5.54K	0.03%
NATIXIS ADVISORS, L.P.	39.45K	Mar 31, 26	+2.84K	0.03%
Integrated Wealth Concepts LLC	38.71K	Mar 31, 26	+24.35K	0.03%
FRANKLIN RESOURCES INC	37.67K	Mar 31, 26	+259	0.03%
Sharkey, Howes & Javer	37.33K	Mar 31, 26	-3.33K	0.03%
Haverford Trust Co	37.32K	Mar 31, 26	-2.89K	0.03%
CreativeOne Wealth, LLC	36.48K	Mar 31, 26	+1.60K	0.03%
Ethic Inc.	36.34K	Mar 31, 26	+36.34K	0.03%
CHOREO, LLC	36.18K	Mar 31, 26	-753	0.03%
NorthRock Partners, LLC	35.83K	Mar 31, 26	+856	0.03%
Perennial Investment Advisors, LLC	35.82K	Mar 31, 26	+5.42K	0.03%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	34.98K	Mar 31, 26	+16.33K	0.03%
ADVISOR GROUP HOLDINGS, INC.	34.86K	Mar 31, 26	-22.18K	0.03%
Parallel Advisors, LLC	34.62K	Mar 31, 26	+10.46K	0.03%
eCIO, Inc.	34.29K	Mar 31, 26	+17.95K	0.03%
Neumann Capital Management, LLC	34.05K	Mar 31, 26	-770	0.03%
Aptus Capital Advisors, LLC	33.94K	Mar 31, 26	-254	0.03%
Wealth Architects, LLC	33.90K	Mar 31, 26	-103	0.03%
JMG Financial Group, Ltd.	33.33K	Mar 31, 26	+185	0.03%
Omega Financial Group, LLC	33.30K	Mar 31, 26	-5.52K	0.03%
TWIN FOCUS CAPITAL PARTNERS, LLC	32.85K	Mar 31, 26	+218	0.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	31.87K	Mar 31, 26	-890	0.02%
Savvy Advisors, Inc.	31.64K	Mar 31, 26	+15.50K	0.02%
SigFig Wealth Management, LLC	31.43K	Mar 31, 26	-270.79K	0.02%
Kestra Advisory Services, LLC	31.19K	Mar 31, 26	+1.09K	0.02%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	31.16K	Mar 31, 26	-306	0.02%
NOTTINGHAM ADVISORS, INC.	31.03K	Mar 31, 26	-748	0.02%
EQ LLC	30.38K	Mar 31, 26	+574	0.02%
Engineers Gate Manager LP	30.29K	Mar 31, 26	+30.29K	0.02%
STALEY CAPITAL ADVISERS INC	30.00K	Mar 31, 26	--	0.02%
TWO SIGMA SECURITIES, LLC	29.67K	Mar 31, 26	+29.67K	0.02%
Integris Wealth Management, LLC	29.37K	Mar 31, 26	-1.31K	0.02%
HILLTOP WEALTH ADVISORS, LLC	29.19K	Mar 31, 26	+10.60K	0.02%
CANANDAIGUA NATIONAL CORP	28.25K	Mar 31, 26	+28.25K	0.02%
Weil Company, Inc.	28.14K	Mar 31, 26	-1.17K	0.02%
WESBANCO BANK INC	27.98K	Mar 31, 26	-2.20K	0.02%
GRIMES & COMPANY, INC.	27.50K	Mar 31, 26	-2.53K	0.02%
Johnson Financial Group, Inc.	27.27K	Mar 31, 26	+2.81K	0.02%
Balanced Rock Investment Advisor	26.96K	Mar 31, 26	+386	0.02%
Maia Wealth LLC	26.41K	Mar 31, 26	-2.63K	0.02%
Equita Financial Network, Inc.	26.10K	Mar 31, 26	+996	0.02%
SAGE FINANCIAL GROUP INC	26.05K	Mar 31, 26	+10.38K	0.02%
Vision Capital Management, Inc.	26.05K	Mar 31, 26	-235	0.02%
Trilogy Capital Inc.	25.60K	Mar 31, 26	+483	0.02%
Physician Wealth Advisors, Inc.	25.16K	Mar 31, 26	+2.84K	0.02%
Pure Financial Advisors, LLC	25.13K	Mar 31, 26	-296	0.02%
Y-Intercept (Hong Kong) Ltd	24.91K	Mar 31, 26	--	0.02%
RTD Financial Advisors, Inc.	24.90K	Mar 31, 26	+157	0.02%
WealthShield Partners, LLC	24.60K	Mar 31, 26	+1.56K	0.02%
Greykasell Wealth Strategies, Inc.	24.32K	Mar 31, 26	-137	0.02%
Amundi	24.11K	Mar 31, 26	-9.82K	0.02%
McKinley Carter Wealth Services, Inc.	23.74K	Mar 31, 26	-2.72K	0.02%
Investor's Fiduciary Advisor Network, LLC	23.58K	Mar 31, 26	-1.72K	0.02%
Mutual Advisors, LLC	23.03K	Mar 31, 26	+3.22K	0.02%
LFA - Lugano Financial Advisors SA	22.72K	Mar 31, 26	+13.95K	0.02%
Atomi Financial Group, Inc.	22.25K	Mar 31, 26	+4.46K	0.02%
Ashton Thomas Private Wealth, LLC	22.16K	Mar 31, 26	+3.20K	0.02%
Van Hulzen Asset Management, LLC	22.01K	Mar 31, 26	+789	0.02%
Trust Co	21.90K	Mar 31, 26	-4.08K	0.02%
Opes Wealth Management LLC	21.65K	Mar 31, 26	-1.56K	0.02%
CENTRAL TRUST Co	21.52K	Mar 31, 26	+545	0.02%
MGO ONE SEVEN LLC	21.33K	Mar 31, 26	-2.31K	0.02%
GOULD ASSET MANAGEMENT LLC /CA/	21.00K	Mar 31, 26	-85	0.02%
Brooklyn FI, LLC	20.80K	Mar 31, 26	-381	0.02%
Jordan Park Group LLC	20.09K	Mar 31, 26	+600	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	19.96K	Mar 31, 26	+10.62K	0.02%
RFG Advisory, LLC	19.63K	Mar 31, 26	-2.20K	0.01%
REGATTA CAPITAL GROUP, LLC	19.46K	Mar 31, 26	+1.48K	0.01%
SEEDS INVESTOR LLC	19.42K	Mar 31, 26	+9.97K	0.01%
Western Wealth Management, LLC	19.37K	Mar 31, 26	+2.50K	0.01%
Ameraudi Asset Management, Inc.	19.30K	Mar 31, 26	--	0.01%
WEDBUSH SECURITIES INC	19.17K	Mar 31, 26	-125	0.01%
Diversified Enterprises, LLC	19.06K	Mar 31, 26	+5.72K	0.01%
OLIO Financial Planning	19.06K	Mar 31, 26	-195	0.01%
Gateway Wealth Partners, LLC	19.01K	Mar 31, 26	+13.00K	0.01%
HRT FINANCIAL LP	18.95K	Mar 31, 26	+18.95K	0.01%
Cresset Asset Management, LLC	18.80K	Mar 31, 26	+22	0.01%
Annis Gardner Whiting Capital Advisors, LLC	18.59K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	18.59K	Mar 31, 26	+298	0.01%
Mascoma Wealth Management LLC	18.57K	Mar 31, 26	-2.16K	0.01%
Squarepoint Ops LLC	18.55K	Mar 31, 26	+13.47K	0.01%
Decker Retirement Planning Inc.	18.29K	Mar 31, 26	+744	0.01%
Connecticut Wealth Management, LLC	18.26K	Mar 31, 26	-1.91K	0.01%
Krilogy Financial LLC	18.17K	Mar 31, 26	-1.16K	0.01%
Prism Advisors, Inc.	18.02K	Mar 31, 26	-72	0.01%
MainStreet Investment Advisors LLC	17.92K	Mar 31, 26	-1.97K	0.01%
Morling Financial Advisors, LLC	17.64K	Mar 31, 26	-356	0.01%
COMMERCE BANK	17.57K	Mar 31, 26	+698	0.01%
Private Wealth Management Group, LLC	17.36K	Mar 31, 26	-257	0.01%
BIRCHBROOK, INC.	17.29K	Mar 31, 26	-107	0.01%
Bond & Devick Financial Network, Inc.	16.84K	Mar 31, 26	+15	0.01%
HUNTINGTON NATIONAL BANK	16.52K	Mar 31, 26	+248	0.01%
Capital Analysts, LLC	16.42K	Mar 31, 26	+1.07K	0.01%
Boston Standard Wealth Management, LLC	16.26K	Mar 31, 26	-723	0.01%
WHITTIER TRUST CO	16.21K	Mar 31, 26	--	0.01%
White Lighthouse Investment Management Inc.	15.97K	Mar 31, 26	-540	0.01%
Regal Investment Advisors LLC	15.81K	Mar 31, 26	-2.60K	0.01%
Snowden Capital Advisors LLC	15.81K	Mar 31, 26	+776	0.01%
Hardy Reed LLC	15.63K	Mar 31, 26	--	0.01%
Fund Evaluation Group, LLC	15.61K	Mar 31, 26	--	0.01%
Smart Portfolios, LLC	15.53K	Mar 31, 26	+344	0.01%
Shepherd Financial Partners LLC	15.53K	Mar 31, 26	+289	0.01%
Pensionmark Financial Group, LLC	15.39K	Mar 31, 26	-984	0.01%
Keel Point, LLC	15.28K	Mar 31, 26	--	0.01%
Concurrent Investment Advisors, LLC	15.22K	Mar 31, 26	+3.98K	0.01%
SAGESPRING WEALTH PARTNERS, LLC	15.17K	Mar 31, 26	-1.51K	0.01%
HOWLAND CAPITAL MANAGEMENT LLC	15.09K	Mar 31, 26	-226	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	15.06K	Mar 31, 26	-1.11K	0.01%
Yukon Wealth Management, Inc.	14.84K	Mar 31, 26	--	0.01%
Asset Dedication, LLC	14.68K	Mar 31, 26	-11.24K	0.01%
Fort Point Capital Partners LLC	14.60K	Mar 31, 26	--	0.01%
Bell Investment Advisors, Inc	14.31K	Mar 31, 26	+1.05K	0.01%
Summit Wealth Group, LLC	14.11K	Mar 31, 26	-613	0.01%
Sage Advisory Services, Ltd.Co.	14.09K	Mar 31, 26	+1.75K	0.01%
Schneider Downs Wealth Management Advisors, LP	13.98K	Mar 31, 26	+361	0.01%
Tortoise Investment Management, LLC	13.87K	Mar 31, 26	+260	0.01%
BRANDYWINE OAK PRIVATE WEALTH LLC	13.84K	Mar 31, 26	-580	0.01%
CIBC Asset Management Inc	13.61K	Mar 31, 26	--	0.01%
PFG Investments, LLC	13.54K	Mar 31, 26	-2.09K	0.01%
BROWN BROTHERS HARRIMAN & CO	13.54K	Mar 31, 26	+1.58K	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	13.46K	Mar 31, 26	+94	0.01%
Portland Global Advisors LLC	13.28K	Mar 31, 26	--	0.01%
Plancorp, LLC	13.13K	Mar 31, 26	-209	0.01%
Falcon Wealth Planning	13.09K	Mar 31, 26	+178	0.01%
AI Financial Services LLC	12.90K	Mar 31, 26	-1.13K	0.01%
Capital Advantage, Inc.	12.87K	Mar 31, 26	+977	0.01%
PDS Planning, Inc	12.81K	Mar 31, 26	-671	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	12.73K	Mar 31, 26	+4.29K	0.01%
New England Private Wealth Advisors LLC	12.64K	Mar 31, 26	--	0.01%
Diversified Trust Co	12.61K	Mar 31, 26	--	0.01%
LIFELONG WEALTH ADVISORS, INC.	12.58K	Mar 31, 26	+115	0.01%
Modern Wealth Management, LLC	12.49K	Mar 31, 26	+6.37K	0.01%
Pine Haven Investment Counsel, Inc	12.43K	Mar 31, 26	+140	0.01%
Shotwell Rutter Baer Inc	12.42K	Mar 31, 26	-224	0.01%
CGN Advisors LLC	12.25K	Mar 31, 26	-655	0.01%
UMB Bank, n.a.	12.11K	Mar 31, 26	+1.71K	0.01%
B. Riley Wealth Advisors, Inc.	12.10K	Mar 31, 26	-1.44K	0.01%
MA Private Wealth	12.10K	Mar 31, 26	--	0.01%
Facet Wealth, Inc.	12.08K	Mar 31, 26	+143	0.01%
HSBC HOLDINGS PLC	12.04K	Mar 31, 26	+58	0.01%
Wealthcare Advisory Partners LLC	11.99K	Mar 31, 26	-111	0.01%
TriaGen Wealth Management LLC	11.80K	Mar 31, 26	--	0.01%
Foster Group, Inc.	11.79K	Mar 31, 26	-714	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	11.69K	Mar 31, 26	-5	0.01%
Focus Financial Network, Inc.	11.58K	Mar 31, 26	-1.55K	0.01%
MAI Capital Management	11.52K	Mar 31, 26	-412	0.01%
Atria Investments, Inc	11.47K	Mar 31, 26	-330	0.01%
ZRC WEALTH MANAGEMENT, LLC	11.39K	Mar 31, 26	+98	0.01%
MARSHALL WACE, LLP	11.27K	Mar 31, 26	+11.27K	0.01%
Wealth Alliance	11.22K	Mar 31, 26	-1.25K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	11.15K	Mar 31, 26	+1.53K	0.01%
WASHINGTON TRUST BANK	11.02K	Mar 31, 26	-237	0.01%
Addison Advisors LLC	10.65K	Mar 31, 26	-245	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	10.56K	Mar 31, 26	-382	0.01%
BLB&B Advisors, LLC	10.45K	Mar 31, 26	-159	0.01%
PRESILIUM PRIVATE WEALTH, LLC	10.40K	Mar 31, 26	-423	0.01%
ONE WEALTH CAPITAL MANAGEMENT, LLC	10.30K	Mar 31, 26	-1.50K	0.01%
Garde Capital, Inc.	10.29K	Mar 31, 26	+430	0.01%
Patriot Financial Group Insurance Agency, LLC	10.20K	Mar 31, 26	+4.97K	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	10.09K	Mar 31, 26	+652	0.01%
Keystone Financial Services	10.06K	Mar 31, 26	+455	0.01%
Midwest Trust Co	10.05K	Mar 31, 26	-98	0.01%
LifePlan Investment Advisors, Inc.	10.03K	Mar 31, 26	+1.09K	0.01%
Gemmer Asset Management LLC	10.00K	Mar 31, 26	+602	0.01%
Meridian Wealth Partners, LLC	9.89K	Mar 31, 26	-407	0.01%
Larson Financial Group LLC	9.72K	Mar 31, 26	-727	0.01%
PRIVATE TRUST CO NA	9.46K	Mar 31, 26	-1.43K	0.01%
TME FINANCIAL, INC.	9.41K	Mar 31, 26	-107	0.01%
EverSource Wealth Advisors, LLC	9.37K	Mar 31, 26	-44	0.01%
ASPIRIANT, LLC	9.30K	Mar 31, 26	--	0.01%
Plum Street Advisors, LLC	9.24K	Mar 31, 26	--	0.01%
PENOBSCOT WEALTH MANAGEMENT	9.24K	Mar 31, 26	+872	0.01%
RW Investment Management LLC	9.04K	Mar 31, 26	+9.04K	0.01%
Argentarii, LLC	9.00K	Mar 31, 26	--	0.01%
McAdam, LLC	8.85K	Mar 31, 26	-49	0.01%
Private Advisor Group, LLC	8.82K	Mar 31, 26	+1.42K	0.01%
Higgins & Schmidt Wealth Strategies LLC	8.81K	Mar 31, 26	-208	0.01%
Caprock Group, LLC	8.65K	Mar 31, 26	--	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	8.60K	Mar 31, 26	+3.08K	0.01%
Catalytic Wealth RIA, LLC	8.51K	Mar 31, 26	+651	0.01%
Independent Advisor Alliance	8.43K	Mar 31, 26	+8.43K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	8.33K	Mar 31, 26	-93	0.01%
MOLLER FINANCIAL SERVICES	8.32K	Mar 31, 26	-178	0.01%
THEORY FINANCIAL LLC	8.27K	Mar 31, 26	-554	0.01%
LAIRD NORTON TRUST COMPANY, LLC	8.19K	Mar 31, 26	+1.05K	0.01%
BlueStem Wealth Partners, LLC	8.18K	Mar 31, 26	-1.67K	0.01%
Pathstone Holdings, LLC	8.18K	Mar 31, 26	--	0.01%
Montecito Bank & Trust	8.14K	Mar 31, 26	-177	0.01%
GenTrust, LLC	8.13K	Mar 31, 26	-15.28K	0.01%
Cypress Wealth Services, LLC	8.11K	Mar 31, 26	-863	0.01%
SAX WEALTH ADVISORS, LLC	8.05K	Mar 31, 26	--	0.01%
Hoxton Planning & Management, LLC	8.03K	Mar 31, 26	+791	0.01%
Valeo Financial Advisors, LLC	8.03K	Mar 31, 26	+3.24K	0.01%
Per Stirling Capital Management, LLC.	8.02K	Mar 31, 26	+1.02K	0.01%
SIGMA INVESTMENT COUNSELORS INC	7.87K	Mar 31, 26	+300	0.01%
AE Wealth Management LLC	7.85K	Mar 31, 26	+1.27K	0.01%
Williams & Novak, LLC	7.85K	Mar 31, 26	-26	0.01%
RHS Financial, LLC	7.81K	Mar 31, 26	-665	0.01%
BRADLEY FOSTER & SARGENT INC/CT	7.67K	Mar 31, 26	+477	0.01%
Continuum Advisory, LLC	7.64K	Mar 31, 26	+781	0.01%
RETIREMENT INCOME SOLUTIONS, INC	7.63K	Mar 31, 26	--	0.01%
SCS Capital Management LLC	7.52K	Mar 31, 26	--	0.01%
Elwood & Goetz Wealth Advisory Group, LLC	7.48K	Mar 31, 26	+1.16K	0.01%
Warren Street Wealth Advisors, LLC	7.47K	Mar 31, 26	+128	0.01%
CUTLER INVESTMENT COUNSEL LLC	7.47K	Mar 31, 26	--	0.01%
Community Bank, N.A.	7.45K	Mar 31, 26	-78	0.01%
RITHOLTZ WEALTH MANAGEMENT	7.20K	Mar 31, 26	+117	0.01%
Stratos Wealth Partners, LTD.	7.19K	Mar 31, 26	+768	0.01%
Topel & Distasi Wealth Management, LLC	7.17K	Mar 31, 26	-1.39K	0.01%
Great Diamond Partners, LLC	7.12K	Mar 31, 26	+255	0.01%
Onyx Bridge Wealth Group LLC	7.10K	Mar 31, 26	-3.49K	0.01%
Cornerstone Planning Group LLC	7.08K	Mar 31, 26	+6.98K	0.01%
CoreCap Advisors, LLC	6.88K	Mar 31, 26	+495	0.01%
Sharper & Granite LLC	6.86K	Mar 31, 26	+4	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.82K	Mar 31, 26	+1.75K	0.01%
Federation des caisses Desjardins du Quebec	6.74K	Mar 31, 26	-536	0.01%
Freestone Capital Holdings, LLC	6.66K	Mar 31, 26	--	0.01%
CFM WEALTH PARTNERS LLC	6.65K	Mar 31, 26	--	0.01%
Aaron Wealth Advisors LLC	6.62K	Mar 31, 26	-2	0.00%
Vise Technologies, Inc.	6.60K	Mar 31, 26	--	0.00%
Richard P Slaughter Associates Inc	6.60K	Mar 31, 26	+1.29K	0.00%
Apollon Wealth Management, LLC	6.56K	Mar 31, 26	-1.77K	0.00%
Peak Financial Management, Inc.	6.50K	Mar 31, 26	--	0.00%
Keener Financial Planning LLC	6.46K	Mar 31, 26	+448	0.00%
Hughes Financial Services, LLC	6.44K	Mar 31, 26	+632	0.00%
Ryan Investment Management, Inc.	6.40K	Mar 31, 26	--	0.00%
WT Wealth Management	6.37K	Mar 31, 26	-1.17K	0.00%
R. W. Roge & Company, Inc.	6.37K	Mar 31, 26	--	0.00%
CAPE ANN SAVINGS BANK	6.36K	Mar 31, 26	+997	0.00%
WEALTHGARDEN F.S. LLC	6.35K	Mar 31, 26	-724	0.00%
Venturi Wealth Management, LLC	6.30K	Mar 31, 26	+1.09K	0.00%
Tempus Wealth Planning, LLC	6.28K	Mar 31, 26	--	0.00%
Kingsview Wealth Management, LLC	6.21K	Mar 31, 26	-256	0.00%
Capasso Planning Partners LLC	6.20K	Mar 31, 26	+53	0.00%
Financial Futures Ltd Liability Co.	6.16K	Mar 31, 26	-70	0.00%
MARINO, STRAM & ASSOCIATES LLC	6.08K	Mar 31, 26	--	0.00%
SPINNAKER TRUST	6.07K	Mar 31, 26	+6.07K	0.00%
Gladstone Institutional Advisory LLC	6.06K	Mar 31, 26	+6.06K	0.00%
Morton Brown Family Wealth, LLC	6.04K	Mar 31, 26	-371	0.00%
MOGY JOEL R INVESTMENT COUNSEL INC	6.04K	Mar 31, 26	--	0.00%
Bigelow Investment Advisors, LLC	5.97K	Mar 31, 26	+5	0.00%
TUDOR INVESTMENT CORP ET AL	5.96K	Mar 31, 26	-451	0.00%
Cranbrook Wealth Management, LLC	5.95K	Mar 31, 26	--	0.00%
Oregon Pacific Wealth Management, LLC	5.88K	Mar 31, 26	-120	0.00%
Sage Mountain Advisors LLC	5.88K	Mar 31, 26	--	0.00%
Veridan Wealth LLC	5.81K	Mar 31, 26	-207	0.00%
Armstrong, Fleming & Moore, Inc	5.78K	Mar 31, 26	--	0.00%
Empowered Funds, LLC	5.73K	Mar 31, 26	+5.73K	0.00%
JB Capital LLC	5.69K	Mar 31, 26	-433	0.00%
Eqis Capital Management, Inc.	5.67K	Mar 31, 26	-643	0.00%
Strategic Blueprint, LLC	5.66K	Mar 31, 26	-429	0.00%
COURIER CAPITAL LLC	5.65K	Mar 31, 26	-848	0.00%
W ADVISORS, LLC	5.64K	Mar 31, 26	--	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	5.57K	Mar 31, 26	-71	0.00%
KPP Advisory Services LLC	5.53K	Mar 31, 26	-674	0.00%
Charter Oak Capital Management, LLC	5.44K	Mar 31, 26	+364	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.41K	Mar 31, 26	--	0.00%
ROGCO, LP	5.40K	Mar 31, 26	-749	0.00%
Keystone Wealth Services, LLC	5.32K	Mar 31, 26	--	0.00%
Capital Asset Advisory Services LLC	5.30K	Mar 31, 26	-354	0.00%
Traveka Wealth, LLC	5.24K	Mar 31, 26	-164	0.00%
West Wealth Group, LLC	5.23K	Mar 31, 26	+27	0.00%
J.W. COLE ADVISORS, INC.	5.19K	Mar 31, 26	+5.19K	0.00%
PFG Advisors	5.19K	Mar 31, 26	+134	0.00%
WBH ADVISORY INC	5.17K	Mar 31, 26	-736	0.00%
Mount Yale Investment Advisors, LLC	5.17K	Mar 31, 26	+5.17K	0.00%
IHT Wealth Management, LLC	5.10K	Mar 31, 26	+5.10K	0.00%
MBE Wealth Management, LLC	5.09K	Mar 31, 26	+5.09K	0.00%
Keebeck Wealth Management, LLC	5.09K	Mar 31, 26	-25	0.00%
Bogart Wealth, LLC	5.06K	Mar 31, 26	-2.33K	0.00%
Bison Wealth, LLC	5.06K	Mar 31, 26	--	0.00%
True Link Financial Advisors, LLC	5.04K	Mar 31, 26	+130	0.00%
ENDEAVOR PRIVATE WEALTH, INC.	5.03K	Mar 31, 26	+5.03K	0.00%
Armbruster Capital Management, Inc.	5.00K	Mar 31, 26	+200	0.00%
Rossby Financial, LCC	4.97K	Mar 31, 26	+2.03K	0.00%
Gen-Wealth Partners Inc	4.96K	Mar 31, 26	+122	0.00%
Csenge Advisory Group	4.93K	Mar 31, 26	+4.93K	0.00%
Etesian Wealth Advisors, Inc.	4.84K	Mar 31, 26	--	0.00%
PLANNING ALTERNATIVES LTD /ADV	4.82K	Mar 31, 26	+141	0.00%
Elmwood Wealth Management, Inc.	4.81K	Mar 31, 26	+4.81K	0.00%
Values Added Financial LLC	4.79K	Mar 31, 26	-1	0.00%
VERUS CAPITAL PARTNERS, LLC	4.78K	Mar 31, 26	+4.78K	0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4.73K	Mar 31, 26	+2	0.00%
TPG Financial Advisors, LLC	4.71K	Mar 31, 26	-312	0.00%
AdvisorNet Financial, Inc	4.70K	Mar 31, 26	-1.56K	0.00%
Eley Financial Management, Inc	4.68K	Mar 31, 26	+25	0.00%
VALLEY NATIONAL ADVISERS INC	4.67K	Mar 31, 26	+689	0.00%
Bangor Savings Bank	4.61K	Mar 31, 26	+538	0.00%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	4.60K	Mar 31, 26	-50	0.00%
SWEENEY & MICHEL, LLC	4.60K	Mar 31, 26	--	0.00%
Ethos Financial Group, LLC	4.57K	Mar 31, 26	+4.57K	0.00%
SK Wealth Management, LLC	4.43K	Mar 31, 26	-1.02K	0.00%
1ST SOURCE BANK	4.42K	Mar 31, 26	+4.42K	0.00%
Tradition Wealth Management, LLC	4.41K	Mar 31, 26	+4.41K	0.00%
Institute for Wealth Management, LLC.	4.40K	Mar 31, 26	-1.75K	0.00%
TD PRIVATE CLIENT WEALTH LLC	4.22K	Mar 31, 26	-2.92K	0.00%
VANGUARD ADVISERS INC	3.81K	Mar 31, 26	+3.81K	0.00%
Evergreen Private Wealth LLC	3.81K	Mar 31, 26	-441	0.00%
Smartleaf Asset Management LLC	3.64K	Mar 31, 26	+663	0.00%
UNION SAVINGS BANK	3.59K	Mar 31, 26	-80	0.00%
Dynamic Wealth Strategies, LLC	3.51K	Mar 31, 26	--	0.00%
TFC Financial Management, Inc.	3.33K	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	3.25K	Mar 31, 26	+17	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.23K	Mar 31, 26	-616	0.00%
MANNING & NAPIER ADVISORS LLC	3.03K	Mar 31, 26	-443	0.00%
American Capital Advisory, LLC	3.01K	Mar 31, 26	-108	0.00%
Bank Julius Baer & Co. Ltd, Zurich	2.99K	Mar 31, 26	-14.97K	0.00%
Golden State Equity Partners	2.82K	Mar 31, 26	-2.31K	0.00%
Finley Financial, LLC	2.42K	Mar 31, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	2.42K	Mar 31, 26	-141	0.00%
SRS Capital Advisors, Inc.	2.27K	Mar 31, 26	-4.62K	0.00%
GGM Financials LLC	2.22K	Mar 31, 26	+874	0.00%
MOTCO	2.18K	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	2.18K	Mar 31, 26	-70	0.00%
Destiny Wealth Partners, LLC	2.09K	Mar 31, 26	+2.09K	0.00%
FIDUCIARY COUNSELLING INC	2.07K	Mar 31, 26	-137	0.00%
Root Financial Partners, LLC	2.04K	Mar 31, 26	-2.68K	0.00%
Spire Wealth Management	1.98K	Mar 31, 26	-642	0.00%
Rosenberg Matthew Hamilton	1.95K	Mar 31, 26	--	0.00%
WPG Advisers, LLC	1.91K	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	1.81K	Mar 31, 26	+1.81K	0.00%
Gould Capital, LLC	1.80K	Mar 31, 26	-167	0.00%
GLENMEDE TRUST CO NA	1.78K	Mar 31, 26	--	0.00%
Transamerica Financial Advisors, Inc.	1.77K	Mar 31, 26	+615	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1.75K	Mar 31, 26	+1.75K	0.00%
Covestor Ltd	1.73K	Mar 31, 26	+21	0.00%
Clean Yield Group	1.71K	Mar 31, 26	+1.71K	0.00%
WealthCollab, LLC	1.56K	Mar 31, 26	--	0.00%
4Thought Financial Group Inc.	1.52K	Mar 31, 26	-133	0.00%
North Star Investment Management Corp.	1.45K	Mar 31, 26	--	0.00%
Scarborough Advisors, LLC	1.44K	Mar 31, 26	-51	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	1.33K	Mar 31, 26	--	0.00%
IFP Advisors, Inc	1.33K	Mar 31, 26	+254	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	1.27K	Mar 31, 26	+826	0.00%
C M BIDWELL & ASSOCIATES LTD	1.18K	Mar 31, 26	-66	0.00%
Smithfield Trust Co	1.14K	Mar 31, 26	+267	0.00%
AMERICAN NATIONAL BANK	1.10K	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.01K	Mar 31, 26	+5	0.00%
Princeton Global Asset Management LLC	934	Mar 31, 26	+934	0.00%
McIlrath & Eck, LLC	928	Mar 31, 26	-73	0.00%
Hurley Capital, LLC	889	Mar 31, 26	+889	0.00%
Geneos Wealth Management Inc.	867	Mar 31, 26	-141	0.00%
HOLLENCREST CAPITAL MANAGEMENT	853	Mar 31, 26	+853	0.00%
Cassaday & Co Wealth Management LLC	842	Mar 31, 26	+842	0.00%
Winthrop Capital Management, LLC	824	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	809	Mar 31, 26	+56	0.00%
NBT BANK N A /NY	772	Mar 31, 26	+728	0.00%
Dunhill Financial, LLC	769	Mar 31, 26	--	0.00%
Urban Financial Advisory Corp	756	Mar 31, 26	-202	0.00%
Founders Financial Alliance, LLC	709	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	709	Mar 31, 26	-268	0.00%
BOK Financial Private Wealth, Inc.	701	Mar 31, 26	--	0.00%
HOWE & RUSLING INC	668	Mar 31, 26	--	0.00%
DEUTSCHE BANK AG\	665	Mar 31, 26	+665	0.00%
NBC SECURITIES, INC.	651	Mar 31, 26	+481	0.00%
Pinnacle Bancorp, Inc.	645	Mar 31, 26	--	0.00%
MJT & Associates Financial Advisory Group, Inc.	638	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	632	Mar 31, 26	+632	0.00%
Russell Investments Group, Ltd.	598	Mar 31, 26	-17	0.00%
TOMPKINS FINANCIAL CORP	590	Mar 31, 26	-401	0.00%
WFA of San Diego, LLC	577	Mar 31, 26	--	0.00%
Rice Partnership, LLC	528	Mar 31, 26	+528	0.00%
FAS Wealth Partners, Inc.	508	Mar 31, 26	-33	0.00%
CVA Family Office, LLC	475	Mar 31, 26	+132	0.00%
Legacy Wealth Managment, LLC/ID	439	Mar 31, 26	+16	0.00%
Clarity Asset Management, Inc.	406	Mar 31, 26	--	0.00%
Crewe Advisors LLC	395	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	375	Mar 31, 26	-3	0.00%
Ancora Advisors, LLC	373	Mar 31, 26	--	0.00%
MCF Advisors LLC	360	Mar 31, 26	+360	0.00%
Atlantic Union Bankshares Corp	354	Mar 31, 26	+301	0.00%
GILL CAPITAL PARTNERS, LLC	325	Mar 31, 26	+325	0.00%
SouthState Corp	321	Mar 31, 26	--	0.00%
Ameritas Investment Partners, Inc.	290	Mar 31, 26	--	0.00%
Kilter Group LLC	274	Mar 31, 26	-18	0.00%
SBI Securities Co., Ltd.	241	Mar 31, 26	-24	0.00%
JDM Financial Group LLC	241	Mar 31, 26	+241	0.00%
TD Waterhouse Canada Inc.	212	Mar 31, 26	--	0.00%
Tradewinds Capital Management, LLC	208	Mar 31, 26	-19	0.00%
Center for Financial Planning, Inc.	199	Mar 31, 26	--	0.00%
Centerpoint Advisors, LLC	175	Mar 31, 26	+28	0.00%
Harbor Asset Planning, Inc.	166	Mar 31, 26	--	0.00%
MASECO LLP	165	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	160	Mar 31, 26	--	0.00%
GAMMA Investing LLC	159	Mar 31, 26	-188	0.00%
1 NORTH WEALTH SERVICES LLC	145	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	138	Mar 31, 26	--	0.00%
Front Row Advisors LLC	120	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	100	Mar 31, 26	--	0.00%
Abound Wealth Management	100	Mar 31, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	100	Mar 31, 26	-118	0.00%
GW&K Investment Management, LLC	89	Mar 31, 26	+89	0.00%
USA Financial Portformulas Corp	84	Mar 31, 26	--	0.00%
Tidemark, LLC	81	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	76	Mar 31, 26	+2	0.00%
Capital Investment Advisory Services, LLC	74	Mar 31, 26	-8	0.00%
Quest 10 Wealth Builders, Inc.	64	Mar 31, 26	-3	0.00%
Signature Resources Capital Management, LLC	61	Mar 31, 26	--	0.00%
BARRETT & COMPANY, INC.	43	Mar 31, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	40	Mar 31, 26	--	0.00%
Raleigh Capital Management Inc.	27	Mar 31, 26	+27	0.00%
Financial Life Planners	27	Mar 31, 26	+27	0.00%
Sunbelt Securities, Inc.	25	Mar 31, 26	--	0.00%
Caitlin John, LLC	23	Mar 31, 26	--	0.00%
Key FInancial Inc	17	Mar 31, 26	--	0.00%
Coastal Investment Advisors, Inc.	13	Mar 31, 26	+13	0.00%
Davis Capital Management	12	Mar 31, 26	--	0.00%
3Chopt Investment Partners, LLC	11	Mar 31, 26	--	0.00%
Retirement Wealth Solutions LLC	8	Mar 31, 26	--	0.00%
Glassman Wealth Services	1	Mar 31, 26	--	0.00%
Merkkuri Wealth Advisors LLC	1	Mar 31, 26	+1	0.00%
EQ WEALTH ADVISORS, LLC	--	Mar 31, 26	-1.58K	--
Concord Wealth Partners	--	Mar 31, 26	-96	--
3EDGE Asset Management, LP	--	Mar 31, 26	-128.79K	--
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	--	Mar 31, 26	-5.00K	--
Spectrum Planning & Advisory Services Inc.	--	Mar 31, 26	-4.66K	--
RICHARDS, MERRILL & PETERSON, INC.	--	Mar 31, 26	-106	--
WealthPlan Investment Management, LLC	--	Mar 31, 26	-4.71K	--
Buttonwood Financial Group, LLC	--	Mar 31, 26	-4.38K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-158	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-418.88K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-219	--
Financial Alternatives, Inc	--	Mar 31, 26	-5.17K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Mar 31, 26	-165	--
SeaCrest Wealth Management, LLC	--	Mar 31, 26	-4.38K	--
OLD MISSION CAPITAL LLC	--	Mar 31, 26	-555.95K	--
TrueWealth Financial Partners	--	Mar 31, 26	-44.34K	--
BESSEMER GROUP INC	--	Mar 31, 26	-1.12K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-11.84K	--
Financial Network Wealth Advisors LLC	--	Mar 31, 26	-1.01K	--
Mowery & Schoenfeld Wealth Management, LLC	--	Mar 31, 26	-120	--
DDFG, Inc	--	Mar 31, 26	-4.54K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-5.66K	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-1.29K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-297.36K	--
Measured Wealth Private Client Group, LLC	--	Mar 31, 26	-2	--
Investors Research Corp	--	Mar 31, 26	-235	--
BAROMETER CAPITAL MANAGEMENT INC.	--	Mar 31, 26	-71.20K	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-288	--
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	--	Mar 31, 26	-6.36K	--
BARCLAYS PLC	--	Mar 31, 26	-4.98K	--
Global Retirement Partners, LLC	198.67K	Dec 31, 25	+134.47K	0.15%
O'Brien Wealth Partners LLC	151.19K	Dec 31, 25	-1.05K	0.11%
Quent Long Short Global Small Cap Fund, LP	114.84K	Dec 31, 25	+114.84K	0.09%
COMERICA BANK	83.31K	Dec 31, 25	+1.88K	0.06%
Litman Gregory Wealth Management LLC	74.67K	Dec 31, 25	-3.66K	0.06%
Heritage Wealth Advisors	40.08K	Dec 31, 25	+60	0.03%
Wealth Advisory Team LLC	29.31K	Dec 31, 25	+29.31K	0.02%
CANANDAIGUA NATIONAL BANK & TRUST CO	28.84K	Dec 31, 25	-201	0.02%
SageView Advisory Group, LLC	23.46K	Dec 31, 25	-708	0.02%
Austin Private Wealth, LLC	20.97K	Dec 31, 25	+2.80K	0.02%
Long Run Wealth Advisors, LLC	9.63K	Dec 31, 25	+164	0.01%
CIBC Private Wealth Group, LLC	6.73K	Dec 31, 25	+6.47K	0.01%
High Falls Advisors, Inc	5.52K	Dec 31, 25	+535	0.00%
TRUST CO OF VERMONT	1.73K	Dec 31, 25	+11	0.00%
Nalls Sherbakoff Group, LLC	1.05K	Dec 31, 25	--	0.00%
ORG Partners LLC	39	Dec 31, 25	-39	0.00%
TUCKER ASSET MANAGEMENT LLC	13	Dec 31, 25	+13	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-9.66K	--
Capitolis Liquid Global Markets LLC	--	Dec 31, 25	-128.90K	--
Blue Barn Wealth, LLC	--	Dec 31, 25	-4.81K	--
COBBLESTONE CAPITAL ADVISORS LLC /NY/	21.22K	Sep 30, 25	+100	0.02%
Sensible Financial Planning & Management, LLC.	12.45K	Sep 30, 25	+1.17K	0.01%
Copperleaf Capital, LLC	7.33K	Sep 30, 25	+900	0.01%
PITCAIRN CO	7.31K	Sep 30, 25	-29.92K	0.01%
Willow Creek Wealth Management Inc.	6.84K	Sep 30, 25	--	0.01%
Glenmede Investment Management, LP	1.78K	Sep 30, 25	--	0.00%
Kathleen S. Wright Associates Inc.	323	Sep 30, 25	--	0.00%
Hemington Wealth Management	279	Sep 30, 25	--	0.00%
Lowe Wealth Advisors, LLC	88	Sep 30, 25	+88	0.00%
Guerra Advisors Inc	26	Sep 30, 25	+26	0.00%
Money Design Co.,Ltd.	417.10K	Jun 30, 25	-30.61K	0.31%
DOHJ, LLC	120.45K	Jun 30, 25	-4.48K	0.09%
AVANTAX ADVISORY SERVICES, INC.	88.69K	Jun 30, 25	-2.17K	0.07%
Elios Financial Group Inc.	26.72K	Jun 30, 25	+3.44K	0.02%
Parkside Advisors LLC	18.24K	Jun 30, 25	-202	0.01%
Atria Wealth Solutions, Inc.	7.18K	Jun 30, 25	-46.67K	0.01%
First Horizon Advisors, Inc.	6.54K	Jun 30, 25	+2.29K	0.00%
Summit X, LLC	5.27K	Jun 30, 25	+5.27K	0.00%
PrairieView Partners, LLC	4.75K	Jun 30, 25	-49	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	775	Jun 30, 25	+775	0.00%
Iron Horse Wealth Management, LLC	286	Jun 30, 25	--	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-412	--
Orion Portfolio Solutions, LLC	36.15K	Mar 31, 25	+705	0.03%
US FINANCIAL ADVISORS, LLC	19.45K	Mar 31, 25	+1.25K	0.01%
Corrigan Financial, Inc.	13.38K	Mar 31, 25	+63	0.01%
NAPATREE CAPITAL LLC	5.96K	Mar 31, 25	+5.96K	0.00%
Spectrum Wealth Counsel, LLC	1.40K	Mar 31, 25	--	0.00%
LAKE STREET ADVISORS GROUP, LLC	105.55K	Dec 31, 24	+1.52K	0.08%
HART & PATTERSON FINANCIAL GROUP LLC	46.50K	Dec 31, 24	-214	0.03%
UNIONVIEW, LLC	8.50K	Dec 31, 24	-324	0.01%
HTLF Bank	7.82K	Dec 31, 24	--	0.01%
WR Wealth Planners, LLC	3.48K	Dec 31, 24	-1.68K	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	2.72K	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	92	Dec 31, 24	-2.23K	0.00%
Maiden Cove Capital, LLC	--	Dec 31, 24	-6.83K	--
Raymond James Financial Services Advisors, Inc.	393.03K	Sep 30, 24	+7.46K	0.30%
RAYMOND JAMES & ASSOCIATES	27.01K	Sep 30, 24	-2.40K	0.02%
RAYMOND JAMES TRUST N.A.	20.68K	Sep 30, 24	+2.19K	0.02%
Diversified, LLC	13.02K	Sep 30, 24	+1.83K	0.01%
TNF LLC	6.81K	Sep 30, 24	-14.87K	0.01%
BBJS FINANCIAL ADVISORS, LLC	3.83K	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	545	Sep 30, 24	-250	0.00%
BlackRock Inc.	1.32M	Jun 30, 24	+454.43K	0.99%
Private Ocean, LLC	475.78K	Jun 30, 24	+319.53K	0.36%
BUCKINGHAM STRATEGIC WEALTH, LLC	62.14K	Jun 30, 24	+2.93K	0.05%
TCWP LLC	15.53K	Jun 30, 24	+5.28K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.08K	Jun 30, 24	-88	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-751	--
CAMBRIDGE TRUST CO	168.76K	Mar 31, 24	+161.43K	0.13%
Cetera Advisor Networks LLC	75.51K	Mar 31, 24	-3.55K	0.06%
Cetera Advisors LLC	28.70K	Mar 31, 24	+16.19K	0.02%
Retirement Group, LLC	152	Mar 31, 24	--	0.00%
WEALTHSOURCE PARTNERS, LLC	100.08K	Dec 31, 23	-71.15K	0.08%
First Ascent Asset Management, LLC	95.92K	Dec 31, 23	+18.81K	0.07%
Baystate Wealth Management LLC	51.49K	Dec 31, 23	+2.26K	0.04%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	32.74K	Dec 31, 23	-2.18K	0.02%
FOCUS FINANCIAL NETWORK INC /ADV	21.80K	Dec 31, 23	+21.80K	0.02%
DFPG INVESTMENTS, LLC	17.44K	Dec 31, 23	-4.91K	0.01%
Columbia Trust Co 01012016	7.68K	Dec 31, 23	+7.68K	0.01%
PROVENCE WEALTH MANAGEMENT GROUP	3.06K	Dec 31, 23	-1.20K	0.00%
Bartlett & Co. LLC	2.88K	Dec 31, 23	--	0.00%
Icon Wealth Partners, LLC	124.89K	Sep 30, 23	+257	0.09%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	79.94K	Sep 30, 23	-6.50K	0.06%
TIEDEMANN ADVISORS, LLC	61.26K	Sep 30, 23	-74.17K	0.05%
COLONY GROUP LLC	38.13K	Sep 30, 23	--	0.03%
ADVISOR PARTNERS II, LLC	7.52K	Sep 30, 23	+7.52K	0.01%
PATHSTONE FAMILY OFFICE, LLC	7.47K	Sep 30, 23	+7.47K	0.01%
3D/L Capital Management, LLC	7.45K	Sep 30, 23	-703	0.01%
Column Capital Advisors, LLC	6.29K	Sep 30, 23	--	0.00%
TIAA, FSB	4.80M	Jun 30, 23	+30.12K	3.61%
PFS INVESTMENTS INC.	64.21K	Jun 30, 23	+22.68K	0.05%
BerganKDV Wealth Management, LLC	25.03K	Jun 30, 23	+8.53K	0.02%
Kistler-Tiffany Companies, LLC	1.72K	Jun 30, 23	--	0.00%
TimeScale Financial, Inc.	1.41K	Jun 30, 23	+10	0.00%
Lumature Wealth Partners, LLC	1.32K	Jun 30, 23	--	0.00%
Endurance Wealth Management, Inc.	568	Jun 30, 23	--	0.00%
Vigilant Capital Management, LLC	95	Jun 30, 23	--	0.00%
First Command Financial Services, Inc.	--	Jun 30, 23	-567	--
Financial Architects, Inc	--	Jun 30, 23	-6.75K	--
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-416	--
BMS Financial Advisors, LLC	--	Jun 30, 23	-10.47K	--
First Command Bank	--	Jun 30, 23	-567	--
Parsec Financial Management, Inc.	117.77K	Mar 31, 23	+5.86K	0.09%
Baldrige Asset Management LLC	2.69K	Mar 31, 23	+122	0.00%
Personal Capital Advisors Corp	5.64M	Dec 31, 22	+290.12K	4.24%
GOFEN & GLOSSBERG LLC /IL/	22.38K	Dec 31, 22	+6.02K	0.02%
Autus Asset Management, LLC	16.32K	Dec 31, 22	-1.26K	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	9.55K	Dec 31, 22	+5.57K	0.01%
Cribstone Capital Management, LLC	318	Dec 31, 22	+10	0.00%
Burleson & Company, LLC	16	Dec 31, 22	+16	0.00%
55I, LLC	730.52K	Sep 30, 22	-49.92K	0.55%
REGENTATLANTIC CAPITAL LLC	228.11K	Sep 30, 22	+12.43K	0.17%
Round Table Services, LLC	224.84K	Sep 30, 22	-3.35K	0.17%
Highland Private Wealth Management	175.27K	Sep 30, 22	+1.88K	0.13%
Spectrum Management Group, LLC	46.06K	Sep 30, 22	+6.82K	0.03%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	20.24K	Sep 30, 22	-9.79K	0.02%
CPWM, LLC	11.71K	Sep 30, 22	--	0.01%
American Portfolios Advisors	10.18K	Sep 30, 22	+369	0.01%
Brightworth	9.90K	Sep 30, 22	-60	0.01%
BRR OpCo, LLC	9.75K	Sep 30, 22	+1.07K	0.01%
Strategic Asset Management, LLC	6.85K	Sep 30, 22	+6.76K	0.01%
Covington Capital Management	5.66K	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	3.64K	Sep 30, 22	+3.64K	0.00%
MUFG Americas Holdings Corp	927	Sep 30, 22	--	0.00%
KARLINSKI ANDREW C	339	Sep 30, 22	--	0.00%
Spearhead Capital Advisors, LLC	--	Sep 30, 22	-7.46K	--
Karp Capital Management Corp	--	Sep 30, 22	-9.17K	--
ACG Wealth	--	Sep 30, 22	-250	--
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	23.28K	Jun 30, 22	--	0.02%
HC FINANCIAL ADVISORS INC	2.68K	Jun 30, 22	+24	0.00%
Fieldpoint Private Securities, LLC	855	Jun 30, 22	+731	0.00%
Lake Point Wealth Management	35	Jun 30, 22	+35	0.00%
Private Capital Group, LLC	16	Jun 30, 22	-19.59K	0.00%
Pinnacle Private Wealth, LLC	--	Jun 30, 22	-10.52K	--
People's United Financial, Inc.	51.53K	Mar 31, 22	-17.05K	0.04%
Karn, Couzens & Associates, Inc.	12.05K	Mar 31, 22	-42	0.01%
Hefren-Tillotson, Inc.	10.58K	Mar 31, 22	+1.22K	0.01%
RITTER DANIHER FINANCIAL ADVISORY LLC	563	Mar 31, 22	+563	0.00%
Lenox Wealth Advisors, LLC	247	Mar 31, 22	+247	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	--	Mar 31, 22	-16.24K	--
HawsGoodwin Investment Management LLC	381.50K	Dec 31, 21	-3.01K	0.29%
Biltmore Capital Advisors LLC	94.47K	Dec 31, 21	-31.91K	0.07%
NEXT Financial Group, Inc	70.33K	Dec 31, 21	+24.00K	0.05%
QUEST CAPITAL MANAGEMENT INC /ADV	20.88K	Dec 31, 21	+11.29K	0.02%
Carroll Financial Associates, Inc.	12.87K	Dec 31, 21	+10.35K	0.01%
REILLY FINANCIAL ADVISORS, LLC	22	Dec 31, 21	--	0.00%
C-J Advisory, Inc.	45.82K	Sep 30, 21	+208	0.03%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	35.50K	Sep 30, 21	-17.04K	0.03%
Homrich & Berg	14.77K	Sep 30, 21	+500	0.01%
Cascadia Advisory Services, LLC	10.52K	Sep 30, 21	-1.97K	0.01%
Harborview Advisors, LLC	5.03K	Sep 30, 21	+5.03K	0.00%
Covenant Multifamily Offices, LLC	--	Sep 30, 21	-4.48K	--
Nachman Norwood & Parrott, Inc	411.28K	Jun 30, 21	+49.09K	0.31%
BADGLEY PHELPS & BELL INC	301.67K	Jun 30, 21	+52.15K	0.23%
Hoover Financial Advisors, Inc.	358	Jun 30, 21	--	0.00%
FormulaFolio Investments, LLC	180	Jun 30, 21	--	0.00%
Sullivan, Bruyette, Speros & Blaney, LLC	25.41K	Mar 31, 21	+2.74K	0.02%
Paracle Advisors, LLC	11.37K	Mar 31, 21	--	0.01%
Pinnacle Advisory Group, Inc.	7.50K	Mar 31, 21	+2.49K	0.01%
Lighthouse Financial Advisors, Inc.	4.77K	Mar 31, 21	+4.77K	0.00%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	10.05K	Dec 31, 20	+10.05K	0.01%
Reby Advisors, LLC	668	Dec 31, 20	+668	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	364	Dec 31, 20	+89	0.00%
ETRADE Capital Management LLC	1.86M	Sep 30, 20	+308.31K	1.40%
First Allied Advisory Services, Inc.	152.70K	Sep 30, 20	+7.32K	0.11%
LifePlan Financial Group, Inc	2.35K	Sep 30, 20	--	0.00%
SHINE INVESTMENT ADVISORY SERVICES INC	--	Sep 30, 20	-1.37K	--
Watson Rebecca	--	Sep 30, 20	-3.96K	--
BRINKER CAPITAL INC	14.60K	Jun 30, 20	+39	0.01%
Maxim Capital Management LLC	10.50K	Jun 30, 20	+1.52K	0.01%
Lenox Wealth Management, Inc.	3.08K	Jun 30, 20	+341	0.00%
ACCURATE INVESTMENT SOLUTIONS, INC.	10.59K	Mar 31, 20	+10.59K	0.01%
CA Family Wealth, LLC	9.94K	Mar 31, 20	+9.94K	0.01%
Advisor Group, Inc.	13.32K	Dec 31, 19	+6.81K	0.01%
LADENBURG THALMANN FINANCIAL SERVICES INC.	13.15K	Dec 31, 19	-3.44K	0.01%
SUNTRUST BANKS INC	39.60K	Sep 30, 19	+39.60K	0.03%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	461	Sep 30, 19	--	0.00%
WealthTrust Fairport, LLC	14.00K	Mar 31, 19	-626	0.01%
Live Your Vision, LLC	8	Mar 31, 19	--	0.00%
Clarfeld Financial Advisors, LLC	3.84K	Dec 31, 18	+3.84K	0.00%
Watermark Asset Management, Inc.	882	Dec 31, 18	+612	0.00%
Dragon Financial & Investment Group, LLC	9.08K	Sep 30, 18	-6.25K	0.01%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

16.72M

Mar 31, 26

+2.68M

12.57%

MORGAN STANLEY

5.65M

Mar 31, 26

+766.07K

4.25%

NORTHERN TRUST CORP

5.52M

Mar 31, 26

+324.14K

4.15%

Empower Advisory Group, LLC

5.22M

Mar 31, 26

-1.15M

3.93%

WIT, LLC

5.18M

Mar 31, 26

+580.43K

3.90%

ENVESTNET ASSET MANAGEMENT INC

3.33M

Mar 31, 26

-221.63K

2.50%

Betterment LLC

3.18M

Mar 31, 26

-71.79K

2.39%

FMR LLC

2.89M

Mar 31, 26

-34.89K

2.17%

Wealthfront Advisers LLC

2.50M

Mar 31, 26

-63.55K

1.88%

JPMORGAN CHASE & CO

2.41M

Mar 31, 26

+15.45K

1.81%

BlackRock, Inc.

2.10M

Mar 31, 26

+756.02K

1.58%

Creative Planning

2.01M

Mar 31, 26

+51.69K

1.51%

WELLS FARGO & COMPANY/MN

1.73M

Mar 31, 26

-612.90K

1.30%

LPL Financial LLC

1.68M

Mar 31, 26

+168.86K

1.27%

AMERIPRISE FINANCIAL INC

1.41M

Mar 31, 26

-39.71K

1.06%

UBS Group AG

1.33M

Mar 31, 26

+48.70K

1.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.25M

Mar 31, 26

+38.51K

0.94%

Acorns Advisers, LLC

1.22M

Mar 31, 26

-32.69K

0.91%

US BANCORP \DE\

1.21M

Mar 31, 26

+300.07K

0.91%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.04M

Mar 31, 26

+1.04M

0.79%

MERCER GLOBAL ADVISORS INC /ADV

937.06K

Mar 31, 26

-8.60K

0.70%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

799.90K

Mar 31, 26

+32.60K

0.60%

ROYAL BANK OF CANADA

754.48K

Mar 31, 26

+9.31K

0.57%

GOLDMAN SACHS GROUP INC

715.45K

Mar 31, 26

+73.77K

0.54%

MISSION WEALTH MANAGEMENT, LP

585.79K

Mar 31, 26

-13.87K

0.44%

FIFTH THIRD BANCORP

574.55K

Mar 31, 26

+124.05K

0.43%

M&T BANK CORP

573.25K

Mar 31, 26

-116.55K

0.43%

Envestnet Portfolio Solutions, Inc.

564.83K

Mar 31, 26

-65.66K

0.42%

FLPUTNAM INVESTMENT MANAGEMENT CO

557.43K

Mar 31, 26

+557.43K

0.42%

IMPACTfolio, LLC

485.63K

Mar 31, 26

+37.19K

0.37%

FIDUCIARY TRUST CO

425.04K

Mar 31, 26

+14.80K

0.32%

Forefront Analytics, LLC

369.45K

Mar 31, 26

+5.72K

0.28%

Cetera Investment Advisers

364.41K

Mar 31, 26

-15.36K

0.27%

HighTower Advisors, LLC

363.31K

Mar 31, 26

+5.60K

0.27%

COMMONWEALTH EQUITY SERVICES, LLC

351.62K

Mar 31, 26

-19.66K

0.26%

NATIONAL BANK OF CANADA /FI/

346.80K

Mar 31, 26

+346.78K

0.26%

SEI INVESTMENTS CO

337.96K

Mar 31, 26

-14.65K

0.25%

RAYMOND JAMES FINANCIAL INC

326.03K

Mar 31, 26

-13.05K

0.25%

Mariner, LLC

324.72K

Mar 31, 26

+13.39K

0.24%

PARK AVENUE SECURITIES LLC

313.84K

Mar 31, 26

+313.84K

0.24%

Beacon Pointe Advisors, LLC

312.93K

Mar 31, 26

+82.85K

0.24%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

283.27K

Mar 31, 26

+283.27K

0.21%

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

271.33K

Mar 31, 26

-6.57K

0.20%

Cambridge Investment Research Advisors, Inc.

270.27K

Mar 31, 26

+19.13K

0.20%

CI Private Wealth, LLC

248.02K

Mar 31, 26

-29.07K

0.19%

Nearwater Capital Markets, Ltd

200.00K

Mar 31, 26

+200.00K

0.15%

Miracle Mile Advisors, LLC

198.46K

Mar 31, 26

+4.31K

0.15%

MML INVESTORS SERVICES, LLC

183.34K

Mar 31, 26

-53.73K

0.14%

Ally Invest Advisors Inc.

173.54K

Mar 31, 26

+227

0.13%

TRUIST FINANCIAL CORP

168.12K

Mar 31, 26

+84.66K

0.13%

CITIGROUP INC

167.89K

Mar 31, 26

-24.48K

0.13%

PRINCIPAL FINANCIAL GROUP INC

166.63K

Mar 31, 26

+39.91K

0.13%

Intergy Private Wealth, LLC

162.45K

Mar 31, 26

-1.79K

0.12%

OXFORD FINANCIAL GROUP LTD

157.42K

Mar 31, 26

-5.17K

0.12%

MATHER GROUP, LLC.

157.15K

Mar 31, 26

-880

0.12%

JONES FINANCIAL COMPANIES LLLP

155.82K

Mar 31, 26

+51.41K

0.12%

Modera Wealth Management, LLC

155.37K

Mar 31, 26

+2.81K

0.12%

Bank of New York Mellon Corp

144.64K

Mar 31, 26

+54.49K

0.11%

Colony Group, LLC

143.60K

Mar 31, 26

+20.84K

0.11%

Stanich Group LLC

141.85K

Mar 31, 26

+5.18K

0.11%

Laurel Wealth Planning LLC

132.21K

Mar 31, 26

-6.04K

0.10%

BALDWIN BROTHERS LLC/MA

127.95K

Mar 31, 26

+127.95K

0.10%

BANK OF MONTREAL /CAN/

127.75K

Mar 31, 26

+17.86K

0.10%

Steward Partners Investment Advisory, LLC

127.25K

Mar 31, 26

+10.75K

0.10%

THRIVENT FINANCIAL FOR LUTHERANS

125.95K

Mar 31, 26

-13.90K

0.09%

BROWN ADVISORY INC

123.95K

Mar 31, 26

+5.58K

0.09%

ALESCO ADVISORS LLC

121.37K

Mar 31, 26

-9.15K

0.09%

NewEdge Advisors, LLC

115.68K

Mar 31, 26

+32.43K

0.09%

Allworth Financial LP

112.70K

Mar 31, 26

+1.36K

0.08%

Wealthspire Advisors, LLC

111.06K

Mar 31, 26

-2.60K

0.08%

Quent Capital, LLC

109.77K

Mar 31, 26

-5.08K

0.08%

Janney Montgomery Scott LLC

107.24K

Mar 31, 26

-10.32K

0.08%

BAILARD, INC.

107.14K

Mar 31, 26

-7.21K

0.08%

Mirae Asset Global Investments Co., Ltd.

105.07K

Mar 31, 26

-7.30K

0.08%

Sand Hill Global Advisors, LLC

104.43K

Mar 31, 26

-3.91K

0.08%

ASSETMARK, INC

101.32K

Mar 31, 26

-7.35K

0.08%

Financial Engines Advisors L.L.C.

100.12K

Mar 31, 26

+100.12K

0.08%

EVOKE WEALTH, LLC

97.88K

Mar 31, 26

0.07%

Cerity Partners LLC

96.89K

Mar 31, 26

+15.47K

0.07%

High Note Wealth, LLC

94.64K

Mar 31, 26

-345

0.07%

Rockefeller Capital Management L.P.

90.12K

Mar 31, 26

+3.68K

0.07%

Savant Capital, LLC

89.92K

Mar 31, 26

+9.57K

0.07%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

87.41K

Mar 31, 26

-287.43K

0.07%

Centennial Bank/AR/

79.40K

Mar 31, 26

+39.02K

0.06%

NORTHSTAR ASSET MANAGEMENT INC

79.38K

Mar 31, 26

+41.16K

0.06%

ALLIANCEBERNSTEIN L.P.

78.63K

Mar 31, 26

+23.77K

0.06%

GeoWealth Management, LLC

77.28K

Mar 31, 26

-9.43K

0.06%

RENAISSANCE TECHNOLOGIES LLC

76.30K

Mar 31, 26

+67.40K

0.06%

Avise Financial Cooperative, Inc.

74.22K

Mar 31, 26

+4.96K

0.06%

STIFEL FINANCIAL CORP

74.10K

Mar 31, 26

+5.95K

0.06%

Baird Financial Group, Inc.

72.12K

Mar 31, 26

-1.42K

0.05%

Apella Capital, LLC

71.39K

Mar 31, 26

-148

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

70.60K

Mar 31, 26

+41.82K

0.05%

rebel Financial LLC

69.27K

Mar 31, 26

-8.12K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

66.34K

Mar 31, 26

-212

0.05%

Robertson Stephens Wealth Management, LLC

65.26K

Mar 31, 26

+5.18K

0.05%

Cartesian Growth Corp

64.72K

Mar 31, 26

0.05%

CABOT WEALTH MANAGEMENT INC

63.81K

Mar 31, 26

+7.40K

0.05%

Perigon Wealth Management, LLC

63.15K

Mar 31, 26

+2.36K

0.05%

QUADRANT CAPITAL GROUP LLC

63.09K

Mar 31, 26

0.05%

BOKF, NA

61.79K

Mar 31, 26

-223

0.05%

CAPTRUST FINANCIAL ADVISORS

61.42K

Mar 31, 26

-156

0.05%

Koss-Olinger Consulting, LLC

61.37K

Mar 31, 26

+422

0.05%

Advisory Services Network, LLC

61.25K

Mar 31, 26

-11.63K

0.05%

CRUX WEALTH ADVISORS

60.71K

Mar 31, 26

-479

0.05%

Archer Investment Management, LLC

59.94K

Mar 31, 26

+5.72K

0.05%

HARBOUR INVESTMENTS, INC.

59.34K

Mar 31, 26

+2.67K

0.04%

Sanctuary Advisors, LLC

59.02K

Mar 31, 26

-366

0.04%

Wescott Financial Advisory Group, LLC

58.94K

Mar 31, 26

-4.16K

0.04%

STATE OF WISCONSIN INVESTMENT BOARD

57.16K

Mar 31, 26

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

55.82K

Mar 31, 26

-528

0.04%

One Wealth Advisors, LLC

55.00K

Mar 31, 26

-4.47K

0.04%

Brinker Capital Investments, LLC

54.66K

Mar 31, 26

-21.72K

0.04%

North Berkeley Wealth Management, LLC

54.05K

Mar 31, 26

+54.05K

0.04%

KEYBANK NATIONAL ASSOCIATION/OH

53.62K

Mar 31, 26

-931

0.04%

One Capital Management, LLC

53.26K

Mar 31, 26

+10.91K

0.04%

Resources Investment Advisors, LLC.

53.06K

Mar 31, 26

+365

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

52.75K

Mar 31, 26

-5.73K

0.04%

Blue Edge Capital, LLC

52.71K

Mar 31, 26

+99

0.04%

Impact Investors, Inc

52.70K

Mar 31, 26

+8.30K

0.04%

CWM, LLC

52.62K

Mar 31, 26

+16.15K

0.04%

Affiance Financial, LLC

51.36K

Mar 31, 26

+1.19K

0.04%

Farther Finance Advisors, LLC

50.20K

Mar 31, 26

+14.47K

0.04%

SOFI WEALTH, LLC

47.36K

Mar 31, 26

+10.61K

0.04%

CITIZENS FINANCIAL GROUP INC/RI

46.12K

Mar 31, 26

+996

0.03%

Bear Mountain Capital, Inc.

45.60K

Mar 31, 26

-333

0.03%

HB Wealth Management, LLC

45.00K

Mar 31, 26

+3.85K

0.03%

Equitable Holdings, Inc.

44.60K

Mar 31, 26

-5.98K

0.03%

XY Planning Network, Inc.

43.80K

Mar 31, 26

+444

0.03%

DRW Securities, LLC

43.73K

Mar 31, 26

-148.59K

0.03%

JNBA Financial Advisors

43.12K

Mar 31, 26

-752

0.03%

Baron Financial Group, LLC

42.59K

Mar 31, 26

-2.87K

0.03%

Dynamic Advisor Solutions LLC

42.34K

Mar 31, 26

-926

0.03%

Brookstone Capital Management

41.56K

Mar 31, 26

+2.96K

0.03%

TIAA TRUST, NATIONAL ASSOCIATION

41.07K

Mar 31, 26

-4.18M

0.03%

Buckingham Strategic Partners

40.38K

Mar 31, 26

-6.83K

0.03%

Alaska Wealth Advisors

40.32K

Mar 31, 26

+3.73K

0.03%

Horst & Graben Wealth Management LLC

40.09K

Mar 31, 26

-909

0.03%

ACADIAN ASSET MANAGEMENT LLC

39.59K

Mar 31, 26

+3.07K

0.03%

Merit Financial Group, LLC

39.57K

Mar 31, 26

+5.54K

0.03%

NATIXIS ADVISORS, L.P.

39.45K

Mar 31, 26

+2.84K

0.03%

Integrated Wealth Concepts LLC

38.71K

Mar 31, 26

+24.35K

0.03%

FRANKLIN RESOURCES INC

37.67K

Mar 31, 26

+259

0.03%

Sharkey, Howes & Javer

37.33K

Mar 31, 26

-3.33K

0.03%

Haverford Trust Co

37.32K

Mar 31, 26

-2.89K

0.03%

CreativeOne Wealth, LLC

36.48K

Mar 31, 26

+1.60K

0.03%

Ethic Inc.

36.34K

Mar 31, 26

+36.34K

0.03%

CHOREO, LLC

36.18K

Mar 31, 26

-753

0.03%

NorthRock Partners, LLC

35.83K

Mar 31, 26

+856

0.03%

Perennial Investment Advisors, LLC

35.82K

Mar 31, 26

+5.42K

0.03%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

34.98K

Mar 31, 26

+16.33K

0.03%

ADVISOR GROUP HOLDINGS, INC.

34.86K

Mar 31, 26

-22.18K

0.03%

Parallel Advisors, LLC

34.62K

Mar 31, 26

+10.46K

0.03%

eCIO, Inc.

34.29K

Mar 31, 26

+17.95K

0.03%

Neumann Capital Management, LLC

34.05K

Mar 31, 26

-770

0.03%

Aptus Capital Advisors, LLC

33.94K

Mar 31, 26

-254

0.03%

Wealth Architects, LLC

33.90K

Mar 31, 26

-103

0.03%

JMG Financial Group, Ltd.

33.33K

Mar 31, 26

+185

0.03%

Omega Financial Group, LLC

33.30K

Mar 31, 26

-5.52K

0.03%

TWIN FOCUS CAPITAL PARTNERS, LLC

32.85K

Mar 31, 26

+218

0.02%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

31.87K

Mar 31, 26

-890

0.02%

Savvy Advisors, Inc.

31.64K

Mar 31, 26

+15.50K

0.02%

SigFig Wealth Management, LLC

31.43K

Mar 31, 26

-270.79K

0.02%

Kestra Advisory Services, LLC

31.19K

Mar 31, 26

+1.09K

0.02%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

31.16K

Mar 31, 26

-306

0.02%

NOTTINGHAM ADVISORS, INC.

31.03K

Mar 31, 26

-748

0.02%

EQ LLC

30.38K

Mar 31, 26

+574

0.02%

Engineers Gate Manager LP

30.29K

Mar 31, 26

+30.29K

0.02%

STALEY CAPITAL ADVISERS INC

30.00K

Mar 31, 26

0.02%

TWO SIGMA SECURITIES, LLC

29.67K

Mar 31, 26

+29.67K

0.02%

Integris Wealth Management, LLC

29.37K

Mar 31, 26

-1.31K

0.02%

HILLTOP WEALTH ADVISORS, LLC

29.19K

Mar 31, 26

+10.60K

0.02%

CANANDAIGUA NATIONAL CORP

28.25K

Mar 31, 26

+28.25K

0.02%

Weil Company, Inc.

28.14K

Mar 31, 26

-1.17K

0.02%

WESBANCO BANK INC

27.98K

Mar 31, 26

-2.20K

0.02%

GRIMES & COMPANY, INC.

27.50K

Mar 31, 26

-2.53K

0.02%

Johnson Financial Group, Inc.

27.27K

Mar 31, 26

+2.81K

0.02%

Balanced Rock Investment Advisor

26.96K

Mar 31, 26

+386

0.02%

Maia Wealth LLC

26.41K

Mar 31, 26

-2.63K

0.02%

Equita Financial Network, Inc.

26.10K

Mar 31, 26

+996

0.02%

SAGE FINANCIAL GROUP INC

26.05K

Mar 31, 26

+10.38K

0.02%

Vision Capital Management, Inc.

26.05K

Mar 31, 26

-235

0.02%

Trilogy Capital Inc.

25.60K

Mar 31, 26

+483

0.02%

Physician Wealth Advisors, Inc.

25.16K

Mar 31, 26

+2.84K

0.02%

Pure Financial Advisors, LLC

25.13K

Mar 31, 26

-296

0.02%

Y-Intercept (Hong Kong) Ltd

24.91K

Mar 31, 26

0.02%

RTD Financial Advisors, Inc.

24.90K

Mar 31, 26

+157

0.02%

WealthShield Partners, LLC

24.60K

Mar 31, 26

+1.56K

0.02%

Greykasell Wealth Strategies, Inc.

24.32K

Mar 31, 26

-137

0.02%

Amundi

24.11K

Mar 31, 26

-9.82K

0.02%

McKinley Carter Wealth Services, Inc.

23.74K

Mar 31, 26

-2.72K

0.02%

Investor's Fiduciary Advisor Network, LLC

23.58K

Mar 31, 26

-1.72K

0.02%

Mutual Advisors, LLC

23.03K

Mar 31, 26

+3.22K

0.02%

LFA - Lugano Financial Advisors SA

22.72K

Mar 31, 26

+13.95K

0.02%

Atomi Financial Group, Inc.

22.25K

Mar 31, 26

+4.46K

0.02%

Ashton Thomas Private Wealth, LLC

22.16K

Mar 31, 26

+3.20K

0.02%

Van Hulzen Asset Management, LLC

22.01K

Mar 31, 26

+789

0.02%

Trust Co

21.90K

Mar 31, 26

-4.08K

0.02%

Opes Wealth Management LLC

21.65K

Mar 31, 26

-1.56K

0.02%

CENTRAL TRUST Co

21.52K

Mar 31, 26

+545

0.02%

MGO ONE SEVEN LLC

21.33K

Mar 31, 26

-2.31K

0.02%

GOULD ASSET MANAGEMENT LLC /CA/

21.00K

Mar 31, 26

-85

0.02%

Brooklyn FI, LLC

20.80K

Mar 31, 26

-381

0.02%

Jordan Park Group LLC

20.09K

Mar 31, 26

+600

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

19.96K

Mar 31, 26

+10.62K

0.02%

RFG Advisory, LLC

19.63K

Mar 31, 26

-2.20K

0.01%

REGATTA CAPITAL GROUP, LLC

19.46K

Mar 31, 26

+1.48K

0.01%

SEEDS INVESTOR LLC

19.42K

Mar 31, 26

+9.97K

0.01%

Western Wealth Management, LLC

19.37K

Mar 31, 26

+2.50K

0.01%

Ameraudi Asset Management, Inc.

19.30K

Mar 31, 26

0.01%

WEDBUSH SECURITIES INC

19.17K

Mar 31, 26

-125

0.01%

Diversified Enterprises, LLC

19.06K

Mar 31, 26

+5.72K

0.01%

OLIO Financial Planning

19.06K

Mar 31, 26

-195

0.01%

Gateway Wealth Partners, LLC

19.01K

Mar 31, 26

+13.00K

0.01%

HRT FINANCIAL LP

18.95K

Mar 31, 26

+18.95K

0.01%

Cresset Asset Management, LLC

18.80K

Mar 31, 26

+22

0.01%

Annis Gardner Whiting Capital Advisors, LLC

18.59K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

18.59K

Mar 31, 26

+298

0.01%

Mascoma Wealth Management LLC

18.57K

Mar 31, 26

-2.16K

0.01%

Squarepoint Ops LLC

18.55K

Mar 31, 26

+13.47K

0.01%

Decker Retirement Planning Inc.

18.29K

Mar 31, 26

+744

0.01%

Connecticut Wealth Management, LLC

18.26K

Mar 31, 26

-1.91K

0.01%

Krilogy Financial LLC

18.17K

Mar 31, 26

-1.16K

0.01%

Prism Advisors, Inc.

18.02K

Mar 31, 26

-72

0.01%

MainStreet Investment Advisors LLC

17.92K

Mar 31, 26

-1.97K

0.01%

Morling Financial Advisors, LLC

17.64K

Mar 31, 26

-356

0.01%

COMMERCE BANK

17.57K

Mar 31, 26

+698

0.01%

Private Wealth Management Group, LLC

17.36K

Mar 31, 26

-257

0.01%

BIRCHBROOK, INC.

17.29K

Mar 31, 26

-107

0.01%

Bond & Devick Financial Network, Inc.

16.84K

Mar 31, 26

+15

0.01%

HUNTINGTON NATIONAL BANK

16.52K

Mar 31, 26

+248

0.01%

Capital Analysts, LLC

16.42K

Mar 31, 26

+1.07K

0.01%

Boston Standard Wealth Management, LLC

16.26K

Mar 31, 26

-723

0.01%

WHITTIER TRUST CO

16.21K

Mar 31, 26

0.01%

White Lighthouse Investment Management Inc.

15.97K

Mar 31, 26

-540

0.01%

Regal Investment Advisors LLC

15.81K

Mar 31, 26

-2.60K

0.01%

Snowden Capital Advisors LLC

15.81K

Mar 31, 26

+776

0.01%

Hardy Reed LLC

15.63K

Mar 31, 26

0.01%

Fund Evaluation Group, LLC

15.61K

Mar 31, 26

0.01%

Smart Portfolios, LLC

15.53K

Mar 31, 26

+344

0.01%

Shepherd Financial Partners LLC

15.53K

Mar 31, 26

+289

0.01%

Pensionmark Financial Group, LLC

15.39K

Mar 31, 26

-984

0.01%

Keel Point, LLC

15.28K

Mar 31, 26

0.01%

Concurrent Investment Advisors, LLC

15.22K

Mar 31, 26

+3.98K

0.01%

SAGESPRING WEALTH PARTNERS, LLC

15.17K

Mar 31, 26

-1.51K

0.01%

HOWLAND CAPITAL MANAGEMENT LLC

15.09K

Mar 31, 26

-226

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

15.06K

Mar 31, 26

-1.11K

0.01%

Yukon Wealth Management, Inc.

14.84K

Mar 31, 26

0.01%

Asset Dedication, LLC

14.68K

Mar 31, 26

-11.24K

0.01%

Fort Point Capital Partners LLC

14.60K

Mar 31, 26

0.01%

Bell Investment Advisors, Inc

14.31K

Mar 31, 26

+1.05K

0.01%

Summit Wealth Group, LLC

14.11K

Mar 31, 26

-613

0.01%

Sage Advisory Services, Ltd.Co.

14.09K

Mar 31, 26

+1.75K

0.01%

Schneider Downs Wealth Management Advisors, LP

13.98K

Mar 31, 26

+361

0.01%

Tortoise Investment Management, LLC

13.87K

Mar 31, 26

+260

0.01%

BRANDYWINE OAK PRIVATE WEALTH LLC

13.84K

Mar 31, 26

-580

0.01%

CIBC Asset Management Inc

13.61K

Mar 31, 26

0.01%

PFG Investments, LLC

13.54K

Mar 31, 26

-2.09K

0.01%

BROWN BROTHERS HARRIMAN & CO

13.54K

Mar 31, 26

+1.58K

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

13.46K

Mar 31, 26

+94

0.01%

Portland Global Advisors LLC

13.28K

Mar 31, 26

0.01%

Plancorp, LLC

13.13K

Mar 31, 26

-209

0.01%

Falcon Wealth Planning

13.09K

Mar 31, 26

+178

0.01%

AI Financial Services LLC

12.90K

Mar 31, 26

-1.13K

0.01%

Capital Advantage, Inc.

12.87K

Mar 31, 26

+977

0.01%

PDS Planning, Inc

12.81K

Mar 31, 26

-671

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

12.73K

Mar 31, 26

+4.29K

0.01%

New England Private Wealth Advisors LLC

12.64K

Mar 31, 26

0.01%

Diversified Trust Co

12.61K

Mar 31, 26

0.01%

LIFELONG WEALTH ADVISORS, INC.

12.58K

Mar 31, 26

+115

0.01%

Modern Wealth Management, LLC

12.49K

Mar 31, 26

+6.37K

0.01%

Pine Haven Investment Counsel, Inc

12.43K

Mar 31, 26

+140

0.01%

Shotwell Rutter Baer Inc

12.42K

Mar 31, 26

-224

0.01%

CGN Advisors LLC

12.25K

Mar 31, 26

-655

0.01%

UMB Bank, n.a.

12.11K

Mar 31, 26

+1.71K

0.01%

B. Riley Wealth Advisors, Inc.

12.10K

Mar 31, 26

-1.44K

0.01%

MA Private Wealth

12.10K

Mar 31, 26

0.01%

Facet Wealth, Inc.

12.08K

Mar 31, 26

+143

0.01%

HSBC HOLDINGS PLC

12.04K

Mar 31, 26

+58

0.01%

Wealthcare Advisory Partners LLC

11.99K

Mar 31, 26

-111

0.01%

TriaGen Wealth Management LLC

11.80K

Mar 31, 26

0.01%

Foster Group, Inc.

11.79K

Mar 31, 26

-714

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

11.69K

Mar 31, 26

-5

0.01%

Focus Financial Network, Inc.

11.58K

Mar 31, 26

-1.55K

0.01%

MAI Capital Management

11.52K

Mar 31, 26

-412

0.01%

Atria Investments, Inc

11.47K

Mar 31, 26

-330

0.01%

ZRC WEALTH MANAGEMENT, LLC

11.39K

Mar 31, 26

+98

0.01%

MARSHALL WACE, LLP

11.27K

Mar 31, 26

+11.27K

0.01%

Wealth Alliance

11.22K

Mar 31, 26

-1.25K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

11.15K

Mar 31, 26

+1.53K

0.01%

WASHINGTON TRUST BANK

11.02K

Mar 31, 26

-237

0.01%

Addison Advisors LLC

10.65K

Mar 31, 26

-245

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

10.56K

Mar 31, 26

-382

0.01%

BLB&B Advisors, LLC

10.45K

Mar 31, 26

-159

0.01%

PRESILIUM PRIVATE WEALTH, LLC

10.40K

Mar 31, 26

-423

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

10.30K

Mar 31, 26

-1.50K

0.01%

Garde Capital, Inc.

10.29K

Mar 31, 26

+430

0.01%

Patriot Financial Group Insurance Agency, LLC

10.20K

Mar 31, 26

+4.97K

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

10.09K

Mar 31, 26

+652

0.01%

Keystone Financial Services

10.06K

Mar 31, 26

+455

0.01%

Midwest Trust Co

10.05K

Mar 31, 26

-98

0.01%

LifePlan Investment Advisors, Inc.

10.03K

Mar 31, 26

+1.09K

0.01%

Gemmer Asset Management LLC

10.00K

Mar 31, 26

+602

0.01%

Meridian Wealth Partners, LLC

9.89K

Mar 31, 26

-407

0.01%

Larson Financial Group LLC

9.72K

Mar 31, 26

-727

0.01%

PRIVATE TRUST CO NA

9.46K

Mar 31, 26

-1.43K

0.01%

TME FINANCIAL, INC.

9.41K

Mar 31, 26

-107

0.01%

EverSource Wealth Advisors, LLC

9.37K

Mar 31, 26

-44

0.01%

ASPIRIANT, LLC

9.30K

Mar 31, 26

0.01%

Plum Street Advisors, LLC

9.24K

Mar 31, 26

0.01%

PENOBSCOT WEALTH MANAGEMENT

9.24K

Mar 31, 26

+872

0.01%

RW Investment Management LLC

9.04K

Mar 31, 26

+9.04K

0.01%

Argentarii, LLC

9.00K

Mar 31, 26

0.01%

McAdam, LLC

8.85K

Mar 31, 26

-49

0.01%

Private Advisor Group, LLC

8.82K

Mar 31, 26

+1.42K

0.01%

Higgins & Schmidt Wealth Strategies LLC

8.81K

Mar 31, 26

-208

0.01%

Caprock Group, LLC

8.65K

Mar 31, 26

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

8.60K

Mar 31, 26

+3.08K

0.01%

Catalytic Wealth RIA, LLC

8.51K

Mar 31, 26

+651

0.01%

Independent Advisor Alliance

8.43K

Mar 31, 26

+8.43K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

8.33K

Mar 31, 26

-93

0.01%

MOLLER FINANCIAL SERVICES

8.32K

Mar 31, 26

-178

0.01%

THEORY FINANCIAL LLC

8.27K

Mar 31, 26

-554

0.01%

LAIRD NORTON TRUST COMPANY, LLC

8.19K

Mar 31, 26

+1.05K

0.01%

BlueStem Wealth Partners, LLC

8.18K

Mar 31, 26

-1.67K

0.01%

Pathstone Holdings, LLC

8.18K

Mar 31, 26

0.01%

Montecito Bank & Trust

8.14K

Mar 31, 26

-177

0.01%

GenTrust, LLC

8.13K

Mar 31, 26

-15.28K

0.01%

Cypress Wealth Services, LLC

8.11K

Mar 31, 26

-863

0.01%

SAX WEALTH ADVISORS, LLC

8.05K

Mar 31, 26

0.01%

Hoxton Planning & Management, LLC

8.03K

Mar 31, 26

+791

0.01%

Valeo Financial Advisors, LLC

8.03K

Mar 31, 26

+3.24K

0.01%

Per Stirling Capital Management, LLC.

8.02K

Mar 31, 26

+1.02K

0.01%

SIGMA INVESTMENT COUNSELORS INC

7.87K

Mar 31, 26

+300

0.01%

AE Wealth Management LLC

7.85K

Mar 31, 26

+1.27K

0.01%

Williams & Novak, LLC

7.85K

Mar 31, 26

-26

0.01%

RHS Financial, LLC

7.81K

Mar 31, 26

-665

0.01%

BRADLEY FOSTER & SARGENT INC/CT

7.67K

Mar 31, 26

+477

0.01%

Continuum Advisory, LLC

7.64K

Mar 31, 26

+781

0.01%

RETIREMENT INCOME SOLUTIONS, INC

7.63K

Mar 31, 26

0.01%

SCS Capital Management LLC

7.52K

Mar 31, 26

0.01%

Elwood & Goetz Wealth Advisory Group, LLC

7.48K

Mar 31, 26

+1.16K

0.01%

Warren Street Wealth Advisors, LLC

7.47K

Mar 31, 26

+128

0.01%

CUTLER INVESTMENT COUNSEL LLC

7.47K

Mar 31, 26

0.01%

Community Bank, N.A.

7.45K

Mar 31, 26

-78

0.01%

RITHOLTZ WEALTH MANAGEMENT

7.20K

Mar 31, 26

+117

0.01%

Stratos Wealth Partners, LTD.

7.19K

Mar 31, 26

+768

0.01%

Topel & Distasi Wealth Management, LLC

7.17K

Mar 31, 26

-1.39K

0.01%

Great Diamond Partners, LLC

7.12K

Mar 31, 26

+255

0.01%

Onyx Bridge Wealth Group LLC

7.10K

Mar 31, 26

-3.49K

0.01%

Cornerstone Planning Group LLC

7.08K

Mar 31, 26

+6.98K

0.01%

CoreCap Advisors, LLC

6.88K

Mar 31, 26

+495

0.01%

Sharper & Granite LLC

6.86K

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.82K

Mar 31, 26

+1.75K

0.01%

Federation des caisses Desjardins du Quebec

6.74K

Mar 31, 26

-536

0.01%

Freestone Capital Holdings, LLC

6.66K

Mar 31, 26

0.01%

CFM WEALTH PARTNERS LLC

6.65K

Mar 31, 26

0.01%

Aaron Wealth Advisors LLC

6.62K

Mar 31, 26

-2

0.00%

Vise Technologies, Inc.

6.60K

Mar 31, 26

0.00%

Richard P Slaughter Associates Inc

6.60K

Mar 31, 26

+1.29K

0.00%

Apollon Wealth Management, LLC

6.56K

Mar 31, 26

-1.77K

0.00%

Peak Financial Management, Inc.

6.50K

Mar 31, 26

0.00%

Keener Financial Planning LLC

6.46K

Mar 31, 26

+448

0.00%

Hughes Financial Services, LLC

6.44K

Mar 31, 26

+632

0.00%

Ryan Investment Management, Inc.

6.40K

Mar 31, 26

0.00%

WT Wealth Management

6.37K

Mar 31, 26

-1.17K

0.00%

R. W. Roge & Company, Inc.

6.37K

Mar 31, 26

0.00%

CAPE ANN SAVINGS BANK

6.36K

Mar 31, 26

+997

0.00%

WEALTHGARDEN F.S. LLC

6.35K

Mar 31, 26

-724

0.00%

Venturi Wealth Management, LLC

6.30K

Mar 31, 26

+1.09K

0.00%

Tempus Wealth Planning, LLC

6.28K

Mar 31, 26

0.00%

Kingsview Wealth Management, LLC

6.21K

Mar 31, 26

-256

0.00%

Capasso Planning Partners LLC

6.20K

Mar 31, 26

+53

0.00%

Financial Futures Ltd Liability Co.

6.16K

Mar 31, 26

-70

0.00%

MARINO, STRAM & ASSOCIATES LLC

6.08K

Mar 31, 26

0.00%

SPINNAKER TRUST

6.07K

Mar 31, 26

+6.07K

0.00%

Gladstone Institutional Advisory LLC

6.06K

Mar 31, 26

+6.06K

0.00%

Morton Brown Family Wealth, LLC

6.04K

Mar 31, 26

-371

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

6.04K

Mar 31, 26

0.00%

Bigelow Investment Advisors, LLC

5.97K

Mar 31, 26

0.00%

TUDOR INVESTMENT CORP ET AL

5.96K

Mar 31, 26

-451

0.00%

Cranbrook Wealth Management, LLC

5.95K

Mar 31, 26

0.00%

Oregon Pacific Wealth Management, LLC

5.88K

Mar 31, 26

-120

0.00%

Sage Mountain Advisors LLC

5.88K

Mar 31, 26

0.00%

Veridan Wealth LLC

5.81K

Mar 31, 26

-207

0.00%

Armstrong, Fleming & Moore, Inc

5.78K

Mar 31, 26

0.00%

Empowered Funds, LLC

5.73K

Mar 31, 26

+5.73K

0.00%

JB Capital LLC

5.69K

Mar 31, 26

-433

0.00%

Eqis Capital Management, Inc.

5.67K

Mar 31, 26

-643

0.00%

Strategic Blueprint, LLC

5.66K

Mar 31, 26

-429

0.00%

COURIER CAPITAL LLC

5.65K

Mar 31, 26

-848

0.00%

W ADVISORS, LLC

5.64K

Mar 31, 26

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

5.57K

Mar 31, 26

-71

0.00%

KPP Advisory Services LLC

5.53K

Mar 31, 26

-674

0.00%

Charter Oak Capital Management, LLC

5.44K

Mar 31, 26

+364

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.41K

Mar 31, 26

0.00%

ROGCO, LP

5.40K

Mar 31, 26

-749

0.00%

Keystone Wealth Services, LLC

5.32K

Mar 31, 26

0.00%

Capital Asset Advisory Services LLC

5.30K

Mar 31, 26

-354

0.00%

Traveka Wealth, LLC

5.24K

Mar 31, 26

-164

0.00%

West Wealth Group, LLC

5.23K

Mar 31, 26

+27

0.00%

J.W. COLE ADVISORS, INC.

5.19K

Mar 31, 26

+5.19K

0.00%

PFG Advisors

5.19K

Mar 31, 26

+134

0.00%

WBH ADVISORY INC

5.17K

Mar 31, 26

-736

0.00%

Mount Yale Investment Advisors, LLC

5.17K

Mar 31, 26

+5.17K

0.00%

IHT Wealth Management, LLC

5.10K

Mar 31, 26

+5.10K

0.00%

MBE Wealth Management, LLC

5.09K

Mar 31, 26

+5.09K

0.00%

Keebeck Wealth Management, LLC

5.09K

Mar 31, 26

-25

0.00%

Bogart Wealth, LLC

5.06K

Mar 31, 26

-2.33K

0.00%

Bison Wealth, LLC

5.06K

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

5.04K

Mar 31, 26

+130

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

5.03K

Mar 31, 26

+5.03K

0.00%

Armbruster Capital Management, Inc.

5.00K

Mar 31, 26

+200

0.00%

Rossby Financial, LCC

4.97K

Mar 31, 26

+2.03K

0.00%

Gen-Wealth Partners Inc

4.96K

Mar 31, 26

+122

0.00%

Csenge Advisory Group

4.93K

Mar 31, 26

+4.93K

0.00%

Etesian Wealth Advisors, Inc.

4.84K

Mar 31, 26

0.00%

PLANNING ALTERNATIVES LTD /ADV

4.82K

Mar 31, 26

+141

0.00%

Elmwood Wealth Management, Inc.

4.81K

Mar 31, 26

+4.81K

0.00%

Values Added Financial LLC

4.79K

Mar 31, 26

-1

0.00%

VERUS CAPITAL PARTNERS, LLC

4.78K

Mar 31, 26

+4.78K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

4.73K

Mar 31, 26

0.00%

TPG Financial Advisors, LLC

4.71K

Mar 31, 26

-312

0.00%

AdvisorNet Financial, Inc

4.70K

Mar 31, 26

-1.56K

0.00%

Eley Financial Management, Inc

4.68K

Mar 31, 26

+25

0.00%

VALLEY NATIONAL ADVISERS INC

4.67K

Mar 31, 26

+689

0.00%

Bangor Savings Bank

4.61K

Mar 31, 26

+538

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

4.60K

Mar 31, 26

-50

0.00%

SWEENEY & MICHEL, LLC

4.60K

Mar 31, 26

0.00%

Ethos Financial Group, LLC

4.57K

Mar 31, 26

+4.57K

0.00%

SK Wealth Management, LLC

4.43K

Mar 31, 26

-1.02K

0.00%

1ST SOURCE BANK

4.42K

Mar 31, 26

+4.42K

0.00%

Tradition Wealth Management, LLC

4.41K

Mar 31, 26

+4.41K

0.00%

Institute for Wealth Management, LLC.

4.40K

Mar 31, 26

-1.75K

0.00%

TD PRIVATE CLIENT WEALTH LLC

4.22K

Mar 31, 26

-2.92K

0.00%

VANGUARD ADVISERS INC

3.81K

Mar 31, 26

+3.81K

0.00%

Evergreen Private Wealth LLC

3.81K

Mar 31, 26

-441

0.00%

Smartleaf Asset Management LLC

3.64K

Mar 31, 26

+663

0.00%

UNION SAVINGS BANK

3.59K

Mar 31, 26

-80

0.00%

Dynamic Wealth Strategies, LLC

3.51K

Mar 31, 26

0.00%

TFC Financial Management, Inc.

3.33K

Mar 31, 26

0.00%

SIGNATUREFD, LLC

3.25K

Mar 31, 26

+17

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.23K

Mar 31, 26

-616

0.00%

MANNING & NAPIER ADVISORS LLC

3.03K

Mar 31, 26

-443

0.00%

American Capital Advisory, LLC

3.01K

Mar 31, 26

-108

0.00%

Bank Julius Baer & Co. Ltd, Zurich

2.99K

Mar 31, 26

-14.97K

0.00%

Golden State Equity Partners

2.82K

Mar 31, 26

-2.31K

0.00%

Finley Financial, LLC

2.42K

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

2.42K

Mar 31, 26

-141

0.00%

SRS Capital Advisors, Inc.

2.27K

Mar 31, 26

-4.62K

0.00%

GGM Financials LLC

2.22K

Mar 31, 26

+874

0.00%

MOTCO

2.18K

Mar 31, 26

0.00%

AlphaCore Capital LLC

2.18K

Mar 31, 26

-70

0.00%

Destiny Wealth Partners, LLC

2.09K

Mar 31, 26

+2.09K

0.00%

FIDUCIARY COUNSELLING INC

2.07K

Mar 31, 26

-137

0.00%

Root Financial Partners, LLC

2.04K

Mar 31, 26

-2.68K

0.00%

Spire Wealth Management

1.98K

Mar 31, 26

-642

0.00%

Rosenberg Matthew Hamilton

1.95K

Mar 31, 26

0.00%

WPG Advisers, LLC

1.91K

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

1.81K

Mar 31, 26

+1.81K

0.00%

Gould Capital, LLC

1.80K

Mar 31, 26

-167

0.00%

GLENMEDE TRUST CO NA

1.78K

Mar 31, 26

0.00%

Transamerica Financial Advisors, Inc.

1.77K

Mar 31, 26

+615

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

1.75K

Mar 31, 26

+1.75K

0.00%

Covestor Ltd

1.73K

Mar 31, 26

+21

0.00%

Clean Yield Group

1.71K

Mar 31, 26

+1.71K

0.00%

WealthCollab, LLC

1.56K

Mar 31, 26

0.00%

4Thought Financial Group Inc.

1.52K

Mar 31, 26

-133

0.00%

North Star Investment Management Corp.

1.45K

Mar 31, 26

0.00%

Scarborough Advisors, LLC

1.44K

Mar 31, 26

-51

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

1.33K

Mar 31, 26

0.00%

IFP Advisors, Inc

1.33K

Mar 31, 26

+254

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.27K

Mar 31, 26

+826

0.00%

C M BIDWELL & ASSOCIATES LTD

1.18K

Mar 31, 26

-66

0.00%

Smithfield Trust Co

1.14K

Mar 31, 26

+267

0.00%

AMERICAN NATIONAL BANK

1.10K

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.01K

Mar 31, 26

0.00%

Princeton Global Asset Management LLC

934

Mar 31, 26

+934

0.00%

McIlrath & Eck, LLC

928

Mar 31, 26

-73

0.00%

Hurley Capital, LLC

889

Mar 31, 26

+889

0.00%

Geneos Wealth Management Inc.

867

Mar 31, 26

-141

0.00%

HOLLENCREST CAPITAL MANAGEMENT

853

Mar 31, 26

+853

0.00%

Cassaday & Co Wealth Management LLC

842

Mar 31, 26

+842

0.00%

Winthrop Capital Management, LLC

824

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

809

Mar 31, 26

+56

0.00%

NBT BANK N A /NY

772

Mar 31, 26

+728

0.00%

Dunhill Financial, LLC

769

Mar 31, 26

0.00%

Urban Financial Advisory Corp

756

Mar 31, 26

-202

0.00%

Founders Financial Alliance, LLC

709

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

709

Mar 31, 26

-268

0.00%

BOK Financial Private Wealth, Inc.

701

Mar 31, 26

0.00%

HOWE & RUSLING INC

668

Mar 31, 26

0.00%

DEUTSCHE BANK AG\

665

Mar 31, 26

+665

0.00%

NBC SECURITIES, INC.

651

Mar 31, 26

+481

0.00%

Pinnacle Bancorp, Inc.

645

Mar 31, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

638

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

632

Mar 31, 26

+632

0.00%

Russell Investments Group, Ltd.

598

Mar 31, 26

-17

0.00%

TOMPKINS FINANCIAL CORP

590

Mar 31, 26

-401

0.00%

WFA of San Diego, LLC

577

Mar 31, 26

0.00%

Rice Partnership, LLC

528

Mar 31, 26

+528

0.00%

FAS Wealth Partners, Inc.

508

Mar 31, 26

-33

0.00%

CVA Family Office, LLC

475

Mar 31, 26

+132

0.00%

Legacy Wealth Managment, LLC/ID

439

Mar 31, 26

+16

0.00%

Clarity Asset Management, Inc.

406

Mar 31, 26

0.00%

Crewe Advisors LLC

395

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

375

Mar 31, 26

-3

0.00%

Ancora Advisors, LLC

373

Mar 31, 26

0.00%

MCF Advisors LLC

360

Mar 31, 26

+360

0.00%

Atlantic Union Bankshares Corp

354

Mar 31, 26

+301

0.00%

GILL CAPITAL PARTNERS, LLC

325

Mar 31, 26

+325

0.00%

SouthState Corp

321

Mar 31, 26

0.00%

Ameritas Investment Partners, Inc.

290

Mar 31, 26

0.00%

Kilter Group LLC

274

Mar 31, 26

-18

0.00%

SBI Securities Co., Ltd.

241

Mar 31, 26

-24

0.00%

JDM Financial Group LLC

241

Mar 31, 26

+241

0.00%

TD Waterhouse Canada Inc.

212

Mar 31, 26

0.00%

Tradewinds Capital Management, LLC

208

Mar 31, 26

-19

0.00%

Center for Financial Planning, Inc.

199

Mar 31, 26

0.00%

Centerpoint Advisors, LLC

175

Mar 31, 26

+28

0.00%

Harbor Asset Planning, Inc.

166

Mar 31, 26

0.00%

MASECO LLP

165

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

160

Mar 31, 26

0.00%

GAMMA Investing LLC

159

Mar 31, 26

-188

0.00%

1 NORTH WEALTH SERVICES LLC

145

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

138

Mar 31, 26

0.00%

Front Row Advisors LLC

120

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

100

Mar 31, 26

0.00%

Abound Wealth Management

100

Mar 31, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

100

Mar 31, 26

-118

0.00%

GW&K Investment Management, LLC

Mar 31, 26

+89

0.00%

USA Financial Portformulas Corp

Mar 31, 26

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

Mar 31, 26

-8

0.00%

Quest 10 Wealth Builders, Inc.

Mar 31, 26

-3

0.00%

Signature Resources Capital Management, LLC

Mar 31, 26

0.00%

BARRETT & COMPANY, INC.

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

Mar 31, 26

+27

0.00%

Financial Life Planners

Mar 31, 26

+27

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

Caitlin John, LLC

Mar 31, 26

0.00%

Key FInancial Inc

Mar 31, 26

0.00%

Coastal Investment Advisors, Inc.

Mar 31, 26

+13

0.00%

Davis Capital Management

Mar 31, 26

0.00%

3Chopt Investment Partners, LLC

Mar 31, 26

0.00%

Retirement Wealth Solutions LLC

Mar 31, 26

0.00%

Glassman Wealth Services

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

Mar 31, 26

0.00%

EQ WEALTH ADVISORS, LLC

Mar 31, 26

-1.58K

Concord Wealth Partners

Mar 31, 26

-96

3EDGE Asset Management, LP

Mar 31, 26

-128.79K

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

Mar 31, 26

-5.00K

Spectrum Planning & Advisory Services Inc.

Mar 31, 26

-4.66K

RICHARDS, MERRILL & PETERSON, INC.

Mar 31, 26

-106

WealthPlan Investment Management, LLC

Mar 31, 26

-4.71K

Buttonwood Financial Group, LLC

Mar 31, 26

-4.38K

Cape Investment Advisory, Inc.

Mar 31, 26

-158

CITADEL ADVISORS LLC

Mar 31, 26

-418.88K

Camelot Portfolios, LLC

Mar 31, 26

-219

Financial Alternatives, Inc

Mar 31, 26

-5.17K

OAK HARBOR WEALTH PARTNERS, LLC

Mar 31, 26

-165

SeaCrest Wealth Management, LLC

Mar 31, 26

-4.38K

OLD MISSION CAPITAL LLC

Mar 31, 26

-555.95K

TrueWealth Financial Partners

Mar 31, 26

-44.34K

BESSEMER GROUP INC

Mar 31, 26

-1.12K

Diversify Advisory Services, LLC

Mar 31, 26

-11.84K

Financial Network Wealth Advisors LLC

Mar 31, 26

-1.01K

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

-120

DDFG, Inc

Mar 31, 26

-4.54K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-5.66K

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-1.29K

JANE STREET GROUP, LLC

Mar 31, 26

-297.36K

Measured Wealth Private Client Group, LLC

Mar 31, 26

-2

Investors Research Corp

Mar 31, 26

-235

BAROMETER CAPITAL MANAGEMENT INC.

Mar 31, 26

-71.20K

Commonwealth Retirement Investments LLC

Mar 31, 26

-288

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Mar 31, 26

-6.36K

BARCLAYS PLC

Mar 31, 26

-4.98K

Global Retirement Partners, LLC

198.67K

Dec 31, 25

+134.47K

0.15%

O'Brien Wealth Partners LLC

151.19K

Dec 31, 25

-1.05K

0.11%

Quent Long Short Global Small Cap Fund, LP

114.84K

Dec 31, 25

+114.84K

0.09%

COMERICA BANK

83.31K

Dec 31, 25

+1.88K

0.06%

Litman Gregory Wealth Management LLC

74.67K

Dec 31, 25

-3.66K

0.06%

Heritage Wealth Advisors

40.08K

Dec 31, 25

+60

0.03%

Wealth Advisory Team LLC

29.31K

Dec 31, 25

+29.31K

0.02%

CANANDAIGUA NATIONAL BANK & TRUST CO

28.84K

Dec 31, 25

-201

0.02%

SageView Advisory Group, LLC

23.46K

Dec 31, 25

-708

0.02%

Austin Private Wealth, LLC

20.97K

Dec 31, 25

+2.80K

0.02%

Long Run Wealth Advisors, LLC

9.63K

Dec 31, 25

+164

0.01%

CIBC Private Wealth Group, LLC

6.73K

Dec 31, 25

+6.47K

0.01%

High Falls Advisors, Inc

5.52K

Dec 31, 25

+535

0.00%

TRUST CO OF VERMONT

1.73K

Dec 31, 25

+11

0.00%

Nalls Sherbakoff Group, LLC

1.05K

Dec 31, 25

0.00%

ORG Partners LLC

Dec 31, 25

-39

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+13

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-9.66K

Capitolis Liquid Global Markets LLC

Dec 31, 25

-128.90K

Blue Barn Wealth, LLC

Dec 31, 25

-4.81K

COBBLESTONE CAPITAL ADVISORS LLC /NY/

21.22K

Sep 30, 25

+100

0.02%

Sensible Financial Planning & Management, LLC.

12.45K

Sep 30, 25

+1.17K

0.01%

Copperleaf Capital, LLC

7.33K

Sep 30, 25

+900

0.01%

PITCAIRN CO

7.31K

Sep 30, 25

-29.92K

0.01%

Willow Creek Wealth Management Inc.

6.84K

Sep 30, 25

0.01%

Glenmede Investment Management, LP

1.78K

Sep 30, 25

0.00%

Kathleen S. Wright Associates Inc.

323

Sep 30, 25

0.00%

Hemington Wealth Management

279

Sep 30, 25

0.00%

Lowe Wealth Advisors, LLC

Sep 30, 25

+88

0.00%

Guerra Advisors Inc

Sep 30, 25

+26

0.00%

Money Design Co.,Ltd.

417.10K

Jun 30, 25

-30.61K

0.31%

DOHJ, LLC

120.45K

Jun 30, 25

-4.48K

0.09%

AVANTAX ADVISORY SERVICES, INC.

88.69K

Jun 30, 25

-2.17K

0.07%

Elios Financial Group Inc.

26.72K

Jun 30, 25

+3.44K

0.02%

Parkside Advisors LLC

18.24K

Jun 30, 25

-202

0.01%

Atria Wealth Solutions, Inc.

7.18K

Jun 30, 25

-46.67K

0.01%

First Horizon Advisors, Inc.

6.54K

Jun 30, 25

+2.29K

0.00%

Summit X, LLC

5.27K

Jun 30, 25

+5.27K

0.00%

PrairieView Partners, LLC

4.75K

Jun 30, 25

-49

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

775

Jun 30, 25

+775

0.00%

Iron Horse Wealth Management, LLC

286

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-412

Orion Portfolio Solutions, LLC

36.15K

Mar 31, 25

+705

0.03%

US FINANCIAL ADVISORS, LLC

19.45K

Mar 31, 25

+1.25K

0.01%

Corrigan Financial, Inc.

13.38K

Mar 31, 25

+63

0.01%

NAPATREE CAPITAL LLC

5.96K

Mar 31, 25

+5.96K

0.00%

Spectrum Wealth Counsel, LLC

1.40K

Mar 31, 25

0.00%

LAKE STREET ADVISORS GROUP, LLC

105.55K

Dec 31, 24

+1.52K

0.08%

HART & PATTERSON FINANCIAL GROUP LLC

46.50K

Dec 31, 24

-214

0.03%

UNIONVIEW, LLC

8.50K

Dec 31, 24

-324

0.01%

HTLF Bank

7.82K

Dec 31, 24

0.01%

WR Wealth Planners, LLC

3.48K

Dec 31, 24

-1.68K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

2.72K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

-2.23K

0.00%

Maiden Cove Capital, LLC

Dec 31, 24

-6.83K

Raymond James Financial Services Advisors, Inc.

393.03K

Sep 30, 24

+7.46K

0.30%

RAYMOND JAMES & ASSOCIATES

27.01K

Sep 30, 24

-2.40K

0.02%

RAYMOND JAMES TRUST N.A.

20.68K

Sep 30, 24

+2.19K

0.02%

Diversified, LLC

13.02K

Sep 30, 24

+1.83K

0.01%

TNF LLC

6.81K

Sep 30, 24

-14.87K

0.01%

BBJS FINANCIAL ADVISORS, LLC

3.83K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

545

Sep 30, 24

-250

0.00%

BlackRock Inc.

1.32M

Jun 30, 24

+454.43K

0.99%

Private Ocean, LLC

475.78K

Jun 30, 24

+319.53K

0.36%

BUCKINGHAM STRATEGIC WEALTH, LLC

62.14K

Jun 30, 24

+2.93K

0.05%

TCWP LLC

15.53K

Jun 30, 24

+5.28K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.08K

Jun 30, 24

-88

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-751

CAMBRIDGE TRUST CO

168.76K

Mar 31, 24

+161.43K

0.13%

Cetera Advisor Networks LLC

75.51K

Mar 31, 24

-3.55K

0.06%

Cetera Advisors LLC

28.70K

Mar 31, 24

+16.19K

0.02%

Retirement Group, LLC

152

Mar 31, 24

0.00%

WEALTHSOURCE PARTNERS, LLC

100.08K

Dec 31, 23

-71.15K

0.08%

First Ascent Asset Management, LLC

95.92K

Dec 31, 23

+18.81K

0.07%

Baystate Wealth Management LLC

51.49K

Dec 31, 23

+2.26K

0.04%

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

32.74K

Dec 31, 23

-2.18K

0.02%

FOCUS FINANCIAL NETWORK INC /ADV

21.80K

Dec 31, 23

+21.80K

0.02%

DFPG INVESTMENTS, LLC

17.44K

Dec 31, 23

-4.91K

0.01%

Columbia Trust Co 01012016

7.68K

Dec 31, 23

+7.68K

0.01%

PROVENCE WEALTH MANAGEMENT GROUP

3.06K

Dec 31, 23

-1.20K

0.00%

Bartlett & Co. LLC

2.88K

Dec 31, 23

0.00%

Icon Wealth Partners, LLC

124.89K

Sep 30, 23

+257

0.09%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

79.94K

Sep 30, 23

-6.50K

0.06%

TIEDEMANN ADVISORS, LLC

61.26K

Sep 30, 23

-74.17K

0.05%

COLONY GROUP LLC

38.13K

Sep 30, 23

0.03%

ADVISOR PARTNERS II, LLC

7.52K

Sep 30, 23

+7.52K

0.01%

PATHSTONE FAMILY OFFICE, LLC

7.47K

Sep 30, 23

+7.47K

0.01%

3D/L Capital Management, LLC

7.45K

Sep 30, 23

-703

0.01%

Column Capital Advisors, LLC

6.29K

Sep 30, 23

0.00%

TIAA, FSB

4.80M

Jun 30, 23

+30.12K

3.61%

PFS INVESTMENTS INC.

64.21K

Jun 30, 23

+22.68K

0.05%

BerganKDV Wealth Management, LLC

25.03K

Jun 30, 23

+8.53K

0.02%

Kistler-Tiffany Companies, LLC

1.72K

Jun 30, 23

0.00%

TimeScale Financial, Inc.

1.41K

Jun 30, 23

+10

0.00%

Lumature Wealth Partners, LLC

1.32K

Jun 30, 23

0.00%

Endurance Wealth Management, Inc.

568

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

Jun 30, 23

0.00%

First Command Financial Services, Inc.

Jun 30, 23

-567

Financial Architects, Inc

Jun 30, 23

-6.75K

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-416

BMS Financial Advisors, LLC

Jun 30, 23

-10.47K

First Command Bank

Jun 30, 23

-567

Parsec Financial Management, Inc.

117.77K

Mar 31, 23

+5.86K

0.09%

Baldrige Asset Management LLC

2.69K

Mar 31, 23

+122

0.00%

Personal Capital Advisors Corp

5.64M

Dec 31, 22

+290.12K

4.24%

GOFEN & GLOSSBERG LLC /IL/

22.38K

Dec 31, 22

+6.02K

0.02%

Autus Asset Management, LLC

16.32K

Dec 31, 22

-1.26K

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

9.55K

Dec 31, 22

+5.57K

0.01%

Cribstone Capital Management, LLC

318

Dec 31, 22

+10

0.00%

Burleson & Company, LLC

Dec 31, 22

+16

0.00%

55I, LLC

730.52K

Sep 30, 22

-49.92K

0.55%

REGENTATLANTIC CAPITAL LLC

228.11K

Sep 30, 22

+12.43K

0.17%

Round Table Services, LLC

224.84K

Sep 30, 22

-3.35K

0.17%

Highland Private Wealth Management

175.27K

Sep 30, 22

+1.88K

0.13%

Spectrum Management Group, LLC

46.06K

Sep 30, 22

+6.82K

0.03%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

20.24K

Sep 30, 22

-9.79K

0.02%

CPWM, LLC

11.71K

Sep 30, 22

0.01%

American Portfolios Advisors

10.18K

Sep 30, 22

+369

0.01%

Brightworth

9.90K

Sep 30, 22

-60

0.01%

BRR OpCo, LLC

9.75K

Sep 30, 22

+1.07K

0.01%

Strategic Asset Management, LLC

6.85K

Sep 30, 22

+6.76K

0.01%

Covington Capital Management

5.66K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

3.64K

Sep 30, 22

+3.64K

0.00%

MUFG Americas Holdings Corp

927

Sep 30, 22

0.00%

KARLINSKI ANDREW C

339

Sep 30, 22

0.00%

Spearhead Capital Advisors, LLC

Sep 30, 22

-7.46K

Karp Capital Management Corp

Sep 30, 22

-9.17K

ACG Wealth

Sep 30, 22

-250

BREWIN DOLPHIN WEALTH MANAGEMENT LTD

23.28K

Jun 30, 22

0.02%

HC FINANCIAL ADVISORS INC

2.68K

Jun 30, 22

+24

0.00%

Fieldpoint Private Securities, LLC

855

Jun 30, 22

+731

0.00%

Lake Point Wealth Management

Jun 30, 22

+35

0.00%

Private Capital Group, LLC

Jun 30, 22

-19.59K

0.00%

Pinnacle Private Wealth, LLC

Jun 30, 22

-10.52K

People's United Financial, Inc.

51.53K

Mar 31, 22

-17.05K

0.04%

Karn, Couzens & Associates, Inc.

12.05K

Mar 31, 22

-42

0.01%

Hefren-Tillotson, Inc.

10.58K

Mar 31, 22

+1.22K

0.01%

RITTER DANIHER FINANCIAL ADVISORY LLC

563

Mar 31, 22

+563

0.00%

Lenox Wealth Advisors, LLC

247

Mar 31, 22

+247

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Mar 31, 22

-16.24K

HawsGoodwin Investment Management LLC

381.50K

Dec 31, 21

-3.01K

0.29%

Biltmore Capital Advisors LLC

94.47K

Dec 31, 21

-31.91K

0.07%

NEXT Financial Group, Inc

70.33K

Dec 31, 21

+24.00K

0.05%

QUEST CAPITAL MANAGEMENT INC /ADV

20.88K

Dec 31, 21

+11.29K

0.02%

Carroll Financial Associates, Inc.

12.87K

Dec 31, 21

+10.35K

0.01%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

C-J Advisory, Inc.

45.82K

Sep 30, 21

+208

0.03%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

35.50K

Sep 30, 21

-17.04K

0.03%

Homrich & Berg

14.77K

Sep 30, 21

+500

0.01%

Cascadia Advisory Services, LLC

10.52K

Sep 30, 21

-1.97K

0.01%

Harborview Advisors, LLC

5.03K

Sep 30, 21

+5.03K

0.00%

Covenant Multifamily Offices, LLC

Sep 30, 21

-4.48K

Nachman Norwood & Parrott, Inc

411.28K

Jun 30, 21

+49.09K

0.31%

BADGLEY PHELPS & BELL INC

301.67K

Jun 30, 21

+52.15K

0.23%

Hoover Financial Advisors, Inc.

358

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

180

Jun 30, 21

0.00%

Sullivan, Bruyette, Speros & Blaney, LLC

25.41K

Mar 31, 21

+2.74K

0.02%

Paracle Advisors, LLC

11.37K

Mar 31, 21

0.01%

Pinnacle Advisory Group, Inc.

7.50K

Mar 31, 21

+2.49K

0.01%

Lighthouse Financial Advisors, Inc.

4.77K

Mar 31, 21

+4.77K

0.00%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

10.05K

Dec 31, 20

+10.05K

0.01%

Reby Advisors, LLC

668

Dec 31, 20

+668

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

364

Dec 31, 20

+89

0.00%

ETRADE Capital Management LLC

1.86M

Sep 30, 20

+308.31K

1.40%

First Allied Advisory Services, Inc.

152.70K

Sep 30, 20

+7.32K

0.11%

LifePlan Financial Group, Inc

2.35K

Sep 30, 20

0.00%

SHINE INVESTMENT ADVISORY SERVICES INC

Sep 30, 20

-1.37K

Watson Rebecca

Sep 30, 20

-3.96K

BRINKER CAPITAL INC

14.60K

Jun 30, 20

+39

0.01%

Maxim Capital Management LLC

10.50K

Jun 30, 20

+1.52K

0.01%

Lenox Wealth Management, Inc.

3.08K

Jun 30, 20

+341

0.00%

ACCURATE INVESTMENT SOLUTIONS, INC.

10.59K

Mar 31, 20

+10.59K

0.01%

CA Family Wealth, LLC

9.94K

Mar 31, 20

+9.94K

0.01%

Advisor Group, Inc.

13.32K

Dec 31, 19

+6.81K

0.01%

LADENBURG THALMANN FINANCIAL SERVICES INC.

13.15K

Dec 31, 19

-3.44K

0.01%

SUNTRUST BANKS INC

39.60K

Sep 30, 19

+39.60K

0.03%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

461

Sep 30, 19

0.00%

WealthTrust Fairport, LLC

14.00K

Mar 31, 19

-626

0.01%

Live Your Vision, LLC

Mar 31, 19

0.00%

Clarfeld Financial Advisors, LLC

3.84K

Dec 31, 18

+3.84K

0.00%

Watermark Asset Management, Inc.

882

Dec 31, 18

+612

0.00%

Dragon Financial & Investment Group, LLC

9.08K

Sep 30, 18

-6.25K

0.01%