iShares ESG Aware MSCI EM ETF(ESGE)

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iShares ESG Aware MSCI EM ETF(ESGE)

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$53.93—

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ESGE(ESGE)

ESGE

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Institutional Ownership

Top 854 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	16.49M	Jun 30, 26	-228.89K	12.43%
MORGAN STANLEY	5.94M	Jun 30, 26	+284.33K	4.48%
NORTHERN TRUST CORP	5.46M	Jun 30, 26	-55.94K	4.12%
Empower Advisory Group, LLC	4.66M	Jun 30, 26	-568.14K	3.51%
WIT, LLC	4.52M	Jun 30, 26	-662.84K	3.41%
FMR LLC	3.29M	Jun 30, 26	+406.71K	2.48%
Betterment LLC	3.04M	Jun 30, 26	-140.29K	2.29%
JPMORGAN CHASE & CO	2.82M	Jun 30, 26	+410.12K	2.13%
TIAA Wealth Investment Management LLC	2.78M	Jun 30, 26	-185.18K	2.09%
ENVESTNET ASSET MANAGEMENT INC	2.62M	Jun 30, 26	-706.86K	1.98%
Wealthfront Advisers LLC	2.52M	Jun 30, 26	+12.41K	1.90%
Creative Planning	2.03M	Jun 30, 26	+11.81K	1.53%
US BANCORP \DE\	1.91M	Jun 30, 26	+700.97K	1.44%
LPL Financial LLC	1.78M	Jun 30, 26	+98.12K	1.34%
WELLS FARGO & COMPANY/MN	1.72M	Jun 30, 26	-13.93K	1.30%
BlackRock, Inc.	1.70M	Jun 30, 26	-400.35K	1.28%
AMERIPRISE FINANCIAL INC	1.30M	Jun 30, 26	-111.54K	0.98%
PNC FINANCIAL SERVICES GROUP, INC.	1.29M	Jun 30, 26	+34.65K	0.97%
UBS Group AG	1.28M	Jun 30, 26	-43.77K	0.97%
Acorns Advisers, LLC	1.19M	Jun 30, 26	-27.39K	0.90%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.04M	Jun 30, 26	-3.40K	0.79%
MERCER GLOBAL ADVISORS INC /ADV	932.49K	Jun 30, 26	-4.57K	0.70%
FLPUTNAM INVESTMENT MANAGEMENT CO	734.76K	Jun 30, 26	+177.32K	0.55%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	730.94K	Jun 30, 26	-68.96K	0.55%
GOLDMAN SACHS GROUP INC	718.65K	Jun 30, 26	+3.19K	0.54%
M&T BANK CORP	693.86K	Jun 30, 26	+120.61K	0.52%
ROYAL BANK OF CANADA	665.44K	Jun 30, 26	-89.04K	0.50%
MISSION WEALTH MANAGEMENT, LP	622.17K	Jun 30, 26	+36.38K	0.47%
FIFTH THIRD BANCORP	564.28K	Jun 30, 26	-10.27K	0.43%
JANE STREET GROUP, LLC	500.00K	Jun 30, 26	+500.00K	0.38%
IMPACTfolio, LLC	498.18K	Jun 30, 26	+12.55K	0.38%
Envestnet Portfolio Solutions, Inc.	425.19K	Jun 30, 26	-139.63K	0.32%
FIDUCIARY TRUST CO	407.89K	Jun 30, 26	-17.15K	0.31%
COMMONWEALTH EQUITY SERVICES, LLC	363.92K	Jun 30, 26	+12.30K	0.27%
HighTower Advisors, LLC	349.45K	Jun 30, 26	-13.86K	0.26%
Beacon Pointe Advisors, LLC	339.72K	Jun 30, 26	+26.79K	0.26%
EASTERN BANK	339.09K	Jun 30, 26	-9.49K	0.26%
RAYMOND JAMES FINANCIAL INC	331.00K	Jun 30, 26	+4.97K	0.25%
SEI INVESTMENTS CO	322.94K	Jun 30, 26	-15.02K	0.24%
Cetera Investment Advisers	319.15K	Jun 30, 26	-45.27K	0.24%
Mariner, LLC	312.63K	Jun 30, 26	-12.09K	0.24%
ALLIANCEBERNSTEIN L.P.	282.28K	Jun 30, 26	+203.65K	0.21%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	281.75K	Jun 30, 26	-1.53K	0.21%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	262.74K	Jun 30, 26	-8.60K	0.20%
PARK AVENUE SECURITIES LLC	249.21K	Jun 30, 26	-64.63K	0.19%
CI Private Wealth, LLC	226.93K	Jun 30, 26	-21.10K	0.17%
TRUIST FINANCIAL CORP	205.79K	Jun 30, 26	+37.67K	0.16%
Global Retirement Partners, LLC	193.01K	Jun 30, 26	+193.01K	0.15%
Forefront Analytics, LLC	192.40K	Jun 30, 26	-177.06K	0.15%
Miracle Mile Advisors, LLC	186.69K	Jun 30, 26	-11.77K	0.14%
MML INVESTORS SERVICES, LLC	174.13K	Jun 30, 26	-9.21K	0.13%
JONES FINANCIAL COMPANIES LLLP	171.46K	Jun 30, 26	+15.63K	0.13%
MARSHALL WACE, LLP	170.08K	Jun 30, 26	+158.81K	0.13%
Ellevest, Inc.	169.11K	Jun 30, 26	+169.11K	0.13%
Ally Invest Advisors Inc.	169.05K	Jun 30, 26	-4.49K	0.13%
MATHER GROUP, LLC.	168.40K	Jun 30, 26	+11.26K	0.13%
PRINCIPAL FINANCIAL GROUP INC	166.63K	Jun 30, 26	--	0.13%
Intergy Private Wealth, LLC	163.21K	Jun 30, 26	+759	0.12%
CITIGROUP INC	159.43K	Jun 30, 26	-8.46K	0.12%
Modera Wealth Management, LLC	155.70K	Jun 30, 26	+328	0.12%
OXFORD FINANCIAL GROUP LTD	153.28K	Jun 30, 26	-4.14K	0.12%
BANK OF MONTREAL /CAN/	150.08K	Jun 30, 26	+22.33K	0.11%
Cambridge Investment Research Advisors, Inc.	148.88K	Jun 30, 26	-121.39K	0.11%
Stanich Group LLC	147.62K	Jun 30, 26	+5.77K	0.11%
NewEdge Advisors, LLC	139.63K	Jun 30, 26	+23.94K	0.11%
Colony Group, LLC	132.26K	Jun 30, 26	-11.33K	0.10%
BALDWIN BROTHERS LLC/MA	130.11K	Jun 30, 26	+2.16K	0.10%
Laurel Wealth Planning LLC	128.75K	Jun 30, 26	-3.46K	0.10%
Steward Partners Investment Advisory, LLC	127.90K	Jun 30, 26	+657	0.10%
Bank of New York Mellon Corp	126.52K	Jun 30, 26	-18.12K	0.10%
BROWN ADVISORY INC	123.95K	Jun 30, 26	--	0.09%
ALESCO ADVISORS LLC	121.45K	Jun 30, 26	+87	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	120.46K	Jun 30, 26	-5.50K	0.09%
Allworth Financial LP	113.90K	Jun 30, 26	+1.20K	0.09%
MAI Capital Management	109.54K	Jun 30, 26	+98.02K	0.08%
Quent Capital, LLC	107.89K	Jun 30, 26	-1.87K	0.08%
STIFEL FINANCIAL CORP	106.17K	Jun 30, 26	+32.07K	0.08%
BAILARD, INC.	104.29K	Jun 30, 26	-2.85K	0.08%
Wealthspire Advisors, LLC	101.67K	Jun 30, 26	-9.39K	0.08%
Cerity Partners LLC	100.29K	Jun 30, 26	+3.40K	0.08%
NORTHSTAR ASSET MANAGEMENT INC	100.20K	Jun 30, 26	+20.82K	0.08%
Financial Engines Advisors L.L.C.	95.94K	Jun 30, 26	-4.18K	0.07%
High Note Wealth, LLC	94.53K	Jun 30, 26	-108	0.07%
Mirae Asset Global Investments Co., Ltd.	92.73K	Jun 30, 26	-12.34K	0.07%
Sand Hill Global Advisors, LLC	92.36K	Jun 30, 26	-12.08K	0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	91.22K	Jun 30, 26	+20.62K	0.07%
CABOT WEALTH MANAGEMENT INC	88.81K	Jun 30, 26	+25.00K	0.07%
Janney Montgomery Scott LLC	88.72K	Jun 30, 26	-18.52K	0.07%
Savant Capital, LLC	85.13K	Jun 30, 26	-4.79K	0.06%
ASSETMARK, INC	84.87K	Jun 30, 26	-16.45K	0.06%
Rockefeller Capital Management L.P.	83.93K	Jun 30, 26	-6.19K	0.06%
Centennial Bank/AR/	80.25K	Jun 30, 26	+850	0.06%
RAFFA WEALTH MANAGEMENT, LLC	75.97K	Jun 30, 26	+1.83K	0.06%
Apella Capital, LLC	70.93K	Jun 30, 26	-460	0.05%
Baird Financial Group, Inc.	70.63K	Jun 30, 26	-1.49K	0.05%
Cartesian Growth Corp	70.19K	Jun 30, 26	+5.46K	0.05%
Robertson Stephens Wealth Management, LLC	70.00K	Jun 30, 26	+4.75K	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	69.96K	Jun 30, 26	+3.63K	0.05%
Farther Finance Advisors, LLC	68.30K	Jun 30, 26	+18.10K	0.05%
GeoWealth Management, LLC	66.69K	Jun 30, 26	-10.59K	0.05%
Perigon Wealth Management, LLC	64.51K	Jun 30, 26	+1.36K	0.05%
QUADRANT CAPITAL GROUP LLC	63.09K	Jun 30, 26	--	0.05%
Koss-Olinger Consulting, LLC	61.94K	Jun 30, 26	+577	0.05%
BOKF, NA	61.44K	Jun 30, 26	-353	0.05%
HARBOUR INVESTMENTS, INC.	60.40K	Jun 30, 26	+1.07K	0.05%
SOFI WEALTH, LLC	59.15K	Jun 30, 26	+11.79K	0.04%
CRUX WEALTH ADVISORS	59.14K	Jun 30, 26	-1.57K	0.04%
Archer Investment Management, LLC	58.42K	Jun 30, 26	-1.52K	0.04%
TRUE BLUE FINANCIAL, LLC	58.08K	Jun 30, 26	+15.65K	0.04%
Wescott Financial Advisory Group, LLC	58.08K	Jun 30, 26	-864	0.04%
STATE OF WISCONSIN INVESTMENT BOARD	57.16K	Jun 30, 26	--	0.04%
Blue Edge Capital, LLC	55.89K	Jun 30, 26	+3.18K	0.04%
Avise Financial Cooperative, Inc.	53.84K	Jun 30, 26	-20.38K	0.04%
Advisory Services Network, LLC	53.59K	Jun 30, 26	-7.66K	0.04%
One Capital Management, LLC	53.26K	Jun 30, 26	--	0.04%
MONETA GROUP INVESTMENT ADVISORS LLC	53.14K	Jun 30, 26	-2.68K	0.04%
CAPTRUST FINANCIAL ADVISORS	52.99K	Jun 30, 26	-8.44K	0.04%
Sanctuary Advisors, LLC	51.05K	Jun 30, 26	-7.97K	0.04%
Affiance Financial, LLC	50.88K	Jun 30, 26	-480	0.04%
Impact Investors, Inc	50.74K	Jun 30, 26	-1.95K	0.04%
Brinker Capital Investments, LLC	50.72K	Jun 30, 26	-3.94K	0.04%
CITADEL ADVISORS LLC	50.52K	Jun 30, 26	+50.52K	0.04%
KEYBANK NATIONAL ASSOCIATION/OH	50.35K	Jun 30, 26	-3.26K	0.04%
HB Wealth Management, LLC	48.25K	Jun 30, 26	+3.25K	0.04%
One Wealth Advisors, LLC	46.91K	Jun 30, 26	-8.08K	0.04%
Buckingham Strategic Partners	46.73K	Jun 30, 26	+6.34K	0.04%
ADVISOR GROUP HOLDINGS, INC.	46.29K	Jun 30, 26	+11.43K	0.03%
Integrated Wealth Concepts LLC	45.89K	Jun 30, 26	+7.18K	0.03%
Bear Mountain Capital, Inc.	45.81K	Jun 30, 26	+213	0.03%
Pitcairn Wealth Advisors LLC	45.68K	Jun 30, 26	-214	0.03%
Resources Investment Advisors, LLC.	45.55K	Jun 30, 26	-7.51K	0.03%
Brookstone Capital Management	42.82K	Jun 30, 26	+1.26K	0.03%
JNBA Financial Advisors	42.32K	Jun 30, 26	-801	0.03%
CITIZENS FINANCIAL GROUP INC/RI	42.27K	Jun 30, 26	-3.85K	0.03%
NATIXIS ADVISORS, L.P.	41.58K	Jun 30, 26	+2.13K	0.03%
XY Planning Network, Inc.	41.58K	Jun 30, 26	-2.22K	0.03%
Heritage Wealth Advisors	41.25K	Jun 30, 26	+41.25K	0.03%
ACADIAN ASSET MANAGEMENT LLC	41.23K	Jun 30, 26	+1.64K	0.03%
Midwest Financial Partners Investments, Inc.	41.00K	Jun 30, 26	-434	0.03%
Vise Technologies, Inc.	40.10K	Jun 30, 26	+33.49K	0.03%
Dynamic Advisor Solutions LLC	39.97K	Jun 30, 26	-2.38K	0.03%
EP Wealth Advisors, LLC	39.57K	Jun 30, 26	+20.98K	0.03%
TIAA TRUST, NATIONAL ASSOCIATION	39.12K	Jun 30, 26	-1.96K	0.03%
Birchwood Financial Partners, Inc.	38.73K	Jun 30, 26	+1.03K	0.03%
Alaska Wealth Advisors	38.63K	Jun 30, 26	-1.68K	0.03%
FRANKLIN RESOURCES INC	38.59K	Jun 30, 26	+920	0.03%
Haverford Trust Co	37.87K	Jun 30, 26	+542	0.03%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	37.77K	Jun 30, 26	-14.98K	0.03%
Legacy Edge Advisors, LLC	37.38K	Jun 30, 26	-1.57K	0.03%
Equitable Holdings, Inc.	37.36K	Jun 30, 26	-7.24K	0.03%
Aptus Capital Advisors, LLC	37.08K	Jun 30, 26	+3.14K	0.03%
Davis Wealth Advisors, LLC	36.67K	Jun 30, 26	-2.52K	0.03%
Baron Financial Group, LLC	36.37K	Jun 30, 26	-6.22K	0.03%
NorthRock Partners, LLC	35.95K	Jun 30, 26	+122	0.03%
Parallel Advisors, LLC	35.53K	Jun 30, 26	+912	0.03%
CHOREO, LLC	34.24K	Jun 30, 26	-1.94K	0.03%
Merit Financial Group, LLC	33.86K	Jun 30, 26	-5.71K	0.03%
Wealth Architects, LLC	33.60K	Jun 30, 26	-295	0.03%
Wealth Advisory Team LLC	32.90K	Jun 30, 26	+32.90K	0.02%
TWIN FOCUS CAPITAL PARTNERS, LLC	32.79K	Jun 30, 26	-69	0.02%
Omega Financial Group, LLC	32.63K	Jun 30, 26	-670	0.02%
CreativeOne Wealth, LLC	32.41K	Jun 30, 26	-4.07K	0.02%
Vision Capital Management, Inc.	31.80K	Jun 30, 26	+5.75K	0.02%
eCIO, Inc.	31.67K	Jun 30, 26	-2.62K	0.02%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	31.28K	Jun 30, 26	+122	0.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	30.69K	Jun 30, 26	-1.19K	0.02%
Horst & Graben Wealth Management LLC	30.68K	Jun 30, 26	-9.41K	0.02%
Savvy Advisors, Inc.	30.39K	Jun 30, 26	-1.24K	0.02%
STALEY CAPITAL ADVISERS INC	30.00K	Jun 30, 26	--	0.02%
JMG Financial Group, Ltd.	29.70K	Jun 30, 26	-3.63K	0.02%
Sharkey, Howes & Javer	29.32K	Jun 30, 26	-8.00K	0.02%
NOTTINGHAM ADVISORS, INC.	29.29K	Jun 30, 26	-1.74K	0.02%
HILLTOP WEALTH ADVISORS, LLC	29.19K	Jun 30, 26	-7	0.02%
Equita Financial Network, Inc.	28.88K	Jun 30, 26	+2.78K	0.02%
Perennial Investment Advisors, LLC	28.67K	Jun 30, 26	-7.15K	0.02%
Integris Wealth Management, LLC	28.00K	Jun 30, 26	-1.37K	0.02%
RENAISSANCE TECHNOLOGIES LLC	27.60K	Jun 30, 26	-48.70K	0.02%
EQ LLC	27.25K	Jun 30, 26	-3.13K	0.02%
Torren Management, LLC	27.11K	Jun 30, 26	-76	0.02%
Atomi Financial Group, Inc.	27.09K	Jun 30, 26	+4.85K	0.02%
SAGE FINANCIAL GROUP INC	26.78K	Jun 30, 26	+729	0.02%
GRIMES & COMPANY, INC.	26.76K	Jun 30, 26	-735	0.02%
CANANDAIGUA NATIONAL BANK & TRUST CO	26.65K	Jun 30, 26	+26.65K	0.02%
Weil Company, Inc.	26.39K	Jun 30, 26	-1.74K	0.02%
WESBANCO BANK INC	26.38K	Jun 30, 26	-1.60K	0.02%
Physician Wealth Advisors, Inc.	25.70K	Jun 30, 26	+539	0.02%
Maia Wealth LLC	25.61K	Jun 30, 26	-795	0.02%
SigFig Wealth Management, LLC	25.55K	Jun 30, 26	-5.88K	0.02%
Johnson Financial Group, Inc.	25.43K	Jun 30, 26	-1.84K	0.02%
Ashton Thomas Private Wealth, LLC	25.18K	Jun 30, 26	+3.02K	0.02%
Balanced Rock Investment Advisor	25.16K	Jun 30, 26	-1.80K	0.02%
Trilogy Capital Inc.	25.05K	Jun 30, 26	-551	0.02%
Kestra Advisory Services, LLC	24.95K	Jun 30, 26	-6.24K	0.02%
RTD Financial Advisors, Inc.	24.59K	Jun 30, 26	-305	0.02%
McKinley Carter Wealth Services, Inc.	24.16K	Jun 30, 26	+419	0.02%
Amundi	24.11K	Jun 30, 26	--	0.02%
Mutual Advisors, LLC	23.85K	Jun 30, 26	+818	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	23.49K	Jun 30, 26	+23.49K	0.02%
SEEDS INVESTOR LLC	23.28K	Jun 30, 26	+3.86K	0.02%
Pure Financial Advisors, LLC	23.08K	Jun 30, 26	-2.04K	0.02%
Greykasell Wealth Strategies, Inc.	22.78K	Jun 30, 26	-1.54K	0.02%
LFA - Lugano Financial Advisors SA	22.72K	Jun 30, 26	--	0.02%
Brooklyn FI, LLC	21.64K	Jun 30, 26	+843	0.02%
CENTRAL TRUST Co	21.09K	Jun 30, 26	-437	0.02%
Trust Co	20.77K	Jun 30, 26	-1.13K	0.02%
Mascoma Wealth Management LLC	20.62K	Jun 30, 26	+2.05K	0.02%
GOULD ASSET MANAGEMENT LLC /CA/	20.60K	Jun 30, 26	-400	0.02%
Western Wealth Management, LLC	20.39K	Jun 30, 26	+1.02K	0.02%
Umpqua Bank	20.21K	Jun 30, 26	+20.21K	0.02%
Jordan Park Group LLC	20.09K	Jun 30, 26	--	0.02%
WEDBUSH SECURITIES INC	19.81K	Jun 30, 26	+639	0.01%
SageView Advisory Group, LLC	19.67K	Jun 30, 26	-3.22K	0.01%
REGATTA CAPITAL GROUP, LLC	19.61K	Jun 30, 26	+148	0.01%
Van Hulzen Asset Management, LLC	19.51K	Jun 30, 26	-2.50K	0.01%
Decker Retirement Planning Inc.	19.46K	Jun 30, 26	+1.18K	0.01%
Connecticut Wealth Management, LLC	19.37K	Jun 30, 26	+1.11K	0.01%
Diversified Enterprises, LLC	19.07K	Jun 30, 26	+19	0.01%
Cresset Asset Management, LLC	18.82K	Jun 30, 26	+20	0.01%
Madrid Wealth Management, LLC	18.48K	Jun 30, 26	-848	0.01%
Annis Gardner Whiting Capital Advisors, LLC	18.47K	Jun 30, 26	-123	0.01%
MGO ONE SEVEN LLC	18.24K	Jun 30, 26	-3.09K	0.01%
Krilogy Financial LLC	18.17K	Jun 30, 26	--	0.01%
Concurrent Investment Advisors, LLC	18.13K	Jun 30, 26	+2.91K	0.01%
Prism Advisors, Inc.	18.02K	Jun 30, 26	--	0.01%
Bond & Devick Financial Network, Inc.	17.83K	Jun 30, 26	+987	0.01%
Aureum Wealth Management, LLC	17.78K	Jun 30, 26	+716	0.01%
COMMERCE BANK	17.57K	Jun 30, 26	--	0.01%
MainStreet Investment Advisors LLC	17.51K	Jun 30, 26	-410	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	17.40K	Jun 30, 26	-2.56K	0.01%
Diversify Advisory Services, LLC	17.40K	Jun 30, 26	+17.40K	0.01%
Napier Financial, LLC	17.37K	Jun 30, 26	-429	0.01%
MASSMUTUAL TRUST CO FSB/ADV	17.31K	Jun 30, 26	-610	0.01%
Benchmark Financial, LLC	17.24K	Jun 30, 26	+1.74K	0.01%
Morling Financial Advisors, LLC	17.12K	Jun 30, 26	-519	0.01%
Modern Wealth Management, LLC	17.07K	Jun 30, 26	+4.59K	0.01%
OLIO Financial Planning	16.91K	Jun 30, 26	-2.15K	0.01%
HUNTINGTON NATIONAL BANK	16.65K	Jun 30, 26	+134	0.01%
BIRCHBROOK, INC.	16.57K	Jun 30, 26	-719	0.01%
WHITTIER TRUST CO	16.46K	Jun 30, 26	+253	0.01%
RFG Advisory, LLC	15.82K	Jun 30, 26	-3.81K	0.01%
SRS Capital Advisors, Inc.	15.78K	Jun 30, 26	+13.51K	0.01%
Hardy Reed LLC	15.63K	Jun 30, 26	--	0.01%
OpenArc Corporate Advisory, LLC	15.62K	Jun 30, 26	-3.49K	0.01%
Fund Evaluation Group, LLC	15.61K	Jun 30, 26	--	0.01%
Ethos Financial Group, LLC	15.43K	Jun 30, 26	+10.86K	0.01%
Boston Standard Wealth Management, LLC	15.40K	Jun 30, 26	-851	0.01%
Keel Point, LLC	15.38K	Jun 30, 26	+99	0.01%
Snowden Capital Advisors LLC	15.35K	Jun 30, 26	-462	0.01%
Capital Analysts, LLC	15.32K	Jun 30, 26	-1.10K	0.01%
Ameraudi Asset Management, Inc.	15.28K	Jun 30, 26	-4.02K	0.01%
White Lighthouse Investment Management Inc.	15.19K	Jun 30, 26	-775	0.01%
Pensionmark Financial Group, LLC	15.11K	Jun 30, 26	-277	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	15.06K	Jun 30, 26	-1	0.01%
Yukon Wealth Management, Inc.	14.86K	Jun 30, 26	+22	0.01%
Fort Point Capital Partners LLC	14.60K	Jun 30, 26	--	0.01%
HOWLAND CAPITAL MANAGEMENT LLC	14.42K	Jun 30, 26	-670	0.01%
Schneider Downs Wealth Management Advisors, LP	14.39K	Jun 30, 26	+406	0.01%
Shepherd Financial Partners LLC	14.16K	Jun 30, 26	-1.37K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	14.15K	Jun 30, 26	+1.42K	0.01%
PFG Investments, LLC	14.08K	Jun 30, 26	+535	0.01%
Facet Wealth, Inc.	13.89K	Jun 30, 26	+1.81K	0.01%
Sage Advisory Services, Ltd.Co.	13.64K	Jun 30, 26	-453	0.01%
CIBC Asset Management Inc	13.61K	Jun 30, 26	--	0.01%
BROWN BROTHERS HARRIMAN & CO	13.54K	Jun 30, 26	--	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	13.46K	Jun 30, 26	--	0.01%
Portland Global Advisors LLC	13.28K	Jun 30, 26	--	0.01%
Asset Dedication, LLC	13.24K	Jun 30, 26	-1.44K	0.01%
EVOLVE PRIVATE WEALTH, LLC	13.21K	Jun 30, 26	-941	0.01%
Summit Wealth Group, LLC	13.12K	Jun 30, 26	-994	0.01%
Tortoise Investment Management, LLC	12.86K	Jun 30, 26	-1.01K	0.01%
Capital Advantage, Inc.	12.80K	Jun 30, 26	-60	0.01%
Diversified Trust Co	12.77K	Jun 30, 26	+165	0.01%
PDS Planning, Inc	12.75K	Jun 30, 26	-58	0.01%
New England Private Wealth Advisors LLC	12.74K	Jun 30, 26	+91	0.01%
Focus Financial Network, Inc.	12.58K	Jun 30, 26	+1.01K	0.01%
Pine Haven Investment Counsel, Inc	12.57K	Jun 30, 26	+145	0.01%
Regal Investment Advisors LLC	12.54K	Jun 30, 26	-3.27K	0.01%
BRANDYWINE OAK PRIVATE WEALTH LLC	12.52K	Jun 30, 26	-1.32K	0.01%
AI Financial Services LLC	12.51K	Jun 30, 26	-396	0.01%
UMB Bank, n.a.	12.48K	Jun 30, 26	+370	0.01%
B. Riley Wealth Advisors, Inc.	12.48K	Jun 30, 26	+383	0.01%
SAGESPRING WEALTH PARTNERS, LLC	12.33K	Jun 30, 26	-2.84K	0.01%
CGN Advisors LLC	12.27K	Jun 30, 26	+17	0.01%
ZENITH SOLUTIONS, INC.	12.17K	Jun 30, 26	+12.17K	0.01%
MA Private Wealth	12.10K	Jun 30, 26	--	0.01%
Federation des caisses Desjardins du Quebec	12.02K	Jun 30, 26	+5.28K	0.01%
MCIA Inc	11.97K	Jun 30, 26	+11.97K	0.01%
Bell Investment Advisors, Inc	11.91K	Jun 30, 26	-2.40K	0.01%
Shotwell Rutter Baer Inc	11.87K	Jun 30, 26	-549	0.01%
Plancorp, LLC	11.82K	Jun 30, 26	-1.31K	0.01%
PENOBSCOT WEALTH MANAGEMENT	11.81K	Jun 30, 26	+2.57K	0.01%
TriaGen Wealth Management LLC	11.74K	Jun 30, 26	-62	0.01%
Wealthcare Advisory Partners LLC	11.64K	Jun 30, 26	-350	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	11.59K	Jun 30, 26	-95	0.01%
Advisory Solutions Group, LLC	11.56K	Jun 30, 26	+11.56K	0.01%
Private Advisor Group, LLC	11.56K	Jun 30, 26	+2.74K	0.01%
Midwest Trust Co	11.44K	Jun 30, 26	+1.39K	0.01%
ZRC WEALTH MANAGEMENT, LLC	11.42K	Jun 30, 26	+21	0.01%
Cambridge Financial Group, LLC	11.06K	Jun 30, 26	-489	0.01%
WASHINGTON TRUST BANK	10.92K	Jun 30, 26	-100	0.01%
Private Wealth Management Group, LLC	10.90K	Jun 30, 26	-6.45K	0.01%
LIFELONG WEALTH ADVISORS, INC.	10.89K	Jun 30, 26	-1.69K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	10.78K	Jun 30, 26	-370	0.01%
HSBC HOLDINGS PLC	10.71K	Jun 30, 26	-1.33K	0.01%
Foster Group, Inc.	10.70K	Jun 30, 26	-1.09K	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	10.57K	Jun 30, 26	+7	0.01%
Falcon Wealth Planning	10.52K	Jun 30, 26	-2.58K	0.01%
Xena Financial Planning, LLC	10.46K	Jun 30, 26	-1.18K	0.01%
TRUST CO OF TOLEDO NA /OH/	10.42K	Jun 30, 26	+10.42K	0.01%
Garde Capital, Inc.	10.32K	Jun 30, 26	+28	0.01%
Gemmer Asset Management LLC	10.27K	Jun 30, 26	+264	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	10.20K	Jun 30, 26	+110	0.01%
Larson Financial Group LLC	10.08K	Jun 30, 26	+359	0.01%
BlueStem Wealth Partners, LLC	9.98K	Jun 30, 26	+1.79K	0.01%
PRESILIUM PRIVATE WEALTH, LLC	9.96K	Jun 30, 26	-440	0.01%
BLB&B Advisors, LLC	9.94K	Jun 30, 26	-515	0.01%
Meridian Wealth Partners, LLC	9.83K	Jun 30, 26	-60	0.01%
Navigation Group, LLC	9.58K	Jun 30, 26	+52	0.01%
RW Investment Management LLC	9.47K	Jun 30, 26	+435	0.01%
Onyx Bridge Wealth Group LLC	9.31K	Jun 30, 26	+2.21K	0.01%
ASPIRIANT, LLC	9.30K	Jun 30, 26	--	0.01%
OPPENHEIMER & CO INC	9.29K	Jun 30, 26	+9.29K	0.01%
Plum Street Advisors, LLC	9.29K	Jun 30, 26	+45	0.01%
RITHOLTZ WEALTH MANAGEMENT	9.25K	Jun 30, 26	+2.05K	0.01%
McAdam, LLC	9.23K	Jun 30, 26	+384	0.01%
Argentarii, LLC	9.00K	Jun 30, 26	--	0.01%
TME FINANCIAL, INC.	9.00K	Jun 30, 26	-411	0.01%
SAX WEALTH ADVISORS, LLC	8.88K	Jun 30, 26	+831	0.01%
Montecito Bank & Trust	8.84K	Jun 30, 26	+700	0.01%
Caprock Group, LLC	8.72K	Jun 30, 26	+64	0.01%
ONE WEALTH CAPITAL MANAGEMENT, LLC	8.69K	Jun 30, 26	-1.61K	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	8.60K	Jun 30, 26	--	0.01%
Keystone Financial Services	8.58K	Jun 30, 26	-1.49K	0.01%
Great Diamond Partners, LLC	8.51K	Jun 30, 26	+1.39K	0.01%
PRIVATE TRUST CO NA	8.47K	Jun 30, 26	-994	0.01%
AE Wealth Management LLC	8.40K	Jun 30, 26	+554	0.01%
EverSource Wealth Advisors, LLC	8.28K	Jun 30, 26	-1.09K	0.01%
MOLLER FINANCIAL SERVICES	8.26K	Jun 30, 26	-61	0.01%
Pathstone Holdings, LLC	8.25K	Jun 30, 26	+66	0.01%
RED REEF ADVISORS LLC	8.24K	Jun 30, 26	+1.27K	0.01%
Higgins & Schmidt Wealth Strategies LLC	8.22K	Jun 30, 26	-590	0.01%
GenTrust, LLC	8.13K	Jun 30, 26	--	0.01%
SEVEN MILE ADVISORY	8.10K	Jun 30, 26	+8.10K	0.01%
Valeo Financial Advisors, LLC	8.03K	Jun 30, 26	--	0.01%
SIGMA INVESTMENT COUNSELORS INC	8.02K	Jun 30, 26	+150	0.01%
Catalytic Wealth RIA, LLC	7.95K	Jun 30, 26	-557	0.01%
Richard P Slaughter Associates Inc	7.95K	Jun 30, 26	+1.34K	0.01%
Wealth Alliance	7.92K	Jun 30, 26	-3.30K	0.01%
Williams & Novak, LLC	7.85K	Jun 30, 26	--	0.01%
Per Stirling Capital Management, LLC.	7.76K	Jun 30, 26	-254	0.01%
BRADLEY FOSTER & SARGENT INC/CT	7.67K	Jun 30, 26	--	0.01%
Gateway Wealth Partners, LLC	7.63K	Jun 30, 26	-11.38K	0.01%
RETIREMENT INCOME SOLUTIONS, INC	7.63K	Jun 30, 26	--	0.01%
McCartney Wealth Management LLC	7.56K	Jun 30, 26	-228	0.01%
Hoxton Planning & Management, LLC	7.49K	Jun 30, 26	-536	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7.46K	Jun 30, 26	+638	0.01%
Community Bank, N.A.	7.38K	Jun 30, 26	-69	0.01%
SCS Capital Management LLC	7.28K	Jun 30, 26	-241	0.01%
LifePlan Investment Advisors, Inc.	7.21K	Jun 30, 26	-2.83K	0.01%
THEORY FINANCIAL LLC	7.18K	Jun 30, 26	-1.09K	0.01%
Elwood & Goetz Wealth Advisory Group, LLC	7.16K	Jun 30, 26	-319	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	7.16K	Jun 30, 26	-1.17K	0.01%
Ryan Investment Management, Inc.	7.14K	Jun 30, 26	+736	0.01%
AdvisorNet Financial, Inc	7.14K	Jun 30, 26	+2.44K	0.01%
Cypress Wealth Services, LLC	7.12K	Jun 30, 26	-992	0.01%
RHS Financial, LLC	7.07K	Jun 30, 26	-742	0.01%
Stratos Wealth Partners, LTD.	7.01K	Jun 30, 26	-180	0.01%
CoreCap Advisors, LLC	6.96K	Jun 30, 26	+84	0.01%
Noble Wealth Partners LLC	6.96K	Jun 30, 26	+6.96K	0.01%
Cranbrook Wealth Management, LLC	6.94K	Jun 30, 26	+990	0.01%
Sharper & Granite LLC	6.85K	Jun 30, 26	-15	0.01%
CUTLER INVESTMENT COUNSEL LLC	6.78K	Jun 30, 26	-689	0.01%
Cornerstone Planning Group LLC	6.74K	Jun 30, 26	-340	0.01%
Cornerstone Financial Management LLC	6.73K	Jun 30, 26	+207	0.01%
Freestone Capital Holdings, LLC	6.72K	Jun 30, 26	+64	0.01%
Warren Street Wealth Advisors, LLC	6.72K	Jun 30, 26	-751	0.01%
Daiwa Securities Group Inc.	6.70K	Jun 30, 26	+6.70K	0.01%
LAIRD NORTON TRUST COMPANY, LLC	6.69K	Jun 30, 26	-1.50K	0.01%
CAPE ANN SAVINGS BANK	6.67K	Jun 30, 26	+305	0.01%
Topel & Distasi Wealth Management, LLC	6.61K	Jun 30, 26	-568	0.00%
Winter & Associates, Inc.	6.52K	Jun 30, 26	+6.52K	0.00%
Atria Investments, Inc	6.52K	Jun 30, 26	-4.95K	0.00%
Hughes Financial Services, LLC	6.51K	Jun 30, 26	+75	0.00%
Causey Wealth LLC	6.46K	Jun 30, 26	+31	0.00%
Tempus Wealth Planning, LLC	6.46K	Jun 30, 26	+179	0.00%
Keener Financial Planning LLC	6.45K	Jun 30, 26	-5	0.00%
Peak Financial Management, Inc.	6.41K	Jun 30, 26	-85	0.00%
Venturi Wealth Management, LLC	6.37K	Jun 30, 26	+70	0.00%
R. W. Roge & Company, Inc.	6.37K	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	6.34K	Jun 30, 26	-1.30K	0.00%
WT Wealth Management	6.25K	Jun 30, 26	-123	0.00%
BRIGHTON JONES LLC	6.25K	Jun 30, 26	-923	0.00%
Aaron Wealth Advisors LLC	6.22K	Jun 30, 26	-404	0.00%
Capasso Planning Partners LLC	6.19K	Jun 30, 26	-8	0.00%
MARINO, STRAM & ASSOCIATES LLC	6.12K	Jun 30, 26	+44	0.00%
SPINNAKER TRUST	6.06K	Jun 30, 26	-12	0.00%
MOGY JOEL R INVESTMENT COUNSEL INC	6.04K	Jun 30, 26	--	0.00%
Apollon Wealth Management, LLC	5.98K	Jun 30, 26	-584	0.00%
Bigelow Investment Advisors, LLC	5.97K	Jun 30, 26	--	0.00%
Empowered Funds, LLC	5.97K	Jun 30, 26	+240	0.00%
Kingsview Wealth Management, LLC	5.89K	Jun 30, 26	-316	0.00%
Sage Mountain Advisors LLC	5.88K	Jun 30, 26	--	0.00%
Armstrong, Fleming & Moore, Inc	5.79K	Jun 30, 26	+5	0.00%
AQR CAPITAL MANAGEMENT LLC	5.77K	Jun 30, 26	+5.77K	0.00%
West Wealth Group, LLC	5.72K	Jun 30, 26	+484	0.00%
Strategic Blueprint, LLC	5.67K	Jun 30, 26	+15	0.00%
Financial Planning Fort Collins, LLC	5.66K	Jun 30, 26	-276	0.00%
Morton Brown Family Wealth, LLC	5.65K	Jun 30, 26	-395	0.00%
W ADVISORS, LLC	5.64K	Jun 30, 26	--	0.00%
Asempa Wealth Advisors	5.48K	Jun 30, 26	-15	0.00%
KPP Advisory Services LLC	5.45K	Jun 30, 26	-73	0.00%
Financial Futures Ltd Liability Co.	5.45K	Jun 30, 26	-705	0.00%
ROGCO, LP	5.40K	Jun 30, 26	--	0.00%
GLENMEDE TRUST CO NA	5.38K	Jun 30, 26	+3.60K	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	5.34K	Jun 30, 26	-233	0.00%
Keystone Wealth Services, LLC	5.32K	Jun 30, 26	+2	0.00%
Eqis Capital Management, Inc.	5.28K	Jun 30, 26	-382	0.00%
WEALTHGARDEN F.S. LLC	5.28K	Jun 30, 26	-1.07K	0.00%
Institute for Wealth Management, LLC.	5.15K	Jun 30, 26	+754	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5.14K	Jun 30, 26	-265	0.00%
Bison Wealth, LLC	5.10K	Jun 30, 26	+36	0.00%
Old Peak Finance LLC	5.09K	Jun 30, 26	+18	0.00%
Keebeck Wealth Management, LLC	5.09K	Jun 30, 26	--	0.00%
Francis Financial, Inc.	5.03K	Jun 30, 26	+5.03K	0.00%
Bogart Wealth, LLC	5.02K	Jun 30, 26	-43	0.00%
COURIER CAPITAL LLC	4.97K	Jun 30, 26	-685	0.00%
Veridan Wealth LLC	4.96K	Jun 30, 26	-844	0.00%
Odyssey Group, LLC	4.96K	Jun 30, 26	+4.96K	0.00%
Etesian Wealth Advisors, Inc.	4.95K	Jun 30, 26	+109	0.00%
Rossby Financial, LCC	4.94K	Jun 30, 26	-34	0.00%
Traveka Wealth, LLC	4.92K	Jun 30, 26	-321	0.00%
Armbruster Capital Management, Inc.	4.90K	Jun 30, 26	-100	0.00%
PFG Advisors	4.84K	Jun 30, 26	-344	0.00%
Gladstone Institutional Advisory LLC	4.84K	Jun 30, 26	-1.22K	0.00%
Elmwood Wealth Management, Inc.	4.81K	Jun 30, 26	--	0.00%
VERUS CAPITAL PARTNERS, LLC	4.79K	Jun 30, 26	+11	0.00%
PLANNING ALTERNATIVES LTD /ADV	4.79K	Jun 30, 26	-33	0.00%
CFM WEALTH PARTNERS LLC	4.74K	Jun 30, 26	-1.91K	0.00%
Heritage Family Offices, LLP	4.73K	Jun 30, 26	+4.73K	0.00%
Pacific Excel Wealth Advisors, Inc.	4.73K	Jun 30, 26	+4.73K	0.00%
Bangor Savings Bank	4.70K	Jun 30, 26	+91	0.00%
VALLEY NATIONAL ADVISERS INC	4.67K	Jun 30, 26	-6	0.00%
Worth Financial Advisory Group, LLC	4.66K	Jun 30, 26	+4.66K	0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4.62K	Jun 30, 26	-107	0.00%
True Link Financial Advisors, LLC	4.61K	Jun 30, 26	-430	0.00%
JB Capital LLC	4.60K	Jun 30, 26	-1.08K	0.00%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	4.60K	Jun 30, 26	--	0.00%
Csenge Advisory Group	4.60K	Jun 30, 26	-338	0.00%
J.W. COLE ADVISORS, INC.	4.59K	Jun 30, 26	-597	0.00%
Oregon Pacific Wealth Management, LLC	4.58K	Jun 30, 26	-1.31K	0.00%
Plan A Wealth LLC	4.49K	Jun 30, 26	--	0.00%
SK Wealth Management, LLC	4.47K	Jun 30, 26	+32	0.00%
EFG International AG	4.45K	Jun 30, 26	+2.49K	0.00%
Patriot Financial Group Insurance Agency, LLC	4.42K	Jun 30, 26	-5.79K	0.00%
Eley Financial Management, Inc	4.40K	Jun 30, 26	-287	0.00%
Leverty Financial Group, LLC	4.39K	Jun 30, 26	+4.39K	0.00%
Gen-Wealth Partners Inc	4.39K	Jun 30, 26	-574	0.00%
1ST SOURCE BANK	4.36K	Jun 30, 26	-58	0.00%
Livet Wealth, LLC	4.36K	Jun 30, 26	-381	0.00%
DeDora Capital, Inc.	4.36K	Jun 30, 26	+4.36K	0.00%
Fifth Third Wealth Advisors LLC	4.36K	Jun 30, 26	+4.36K	0.00%
MBE Wealth Management, LLC	4.34K	Jun 30, 26	-753	0.00%
DWR WEALTH MANAGEMENT, LLC	4.34K	Jun 30, 26	+4.34K	0.00%
Tradition Wealth Management, LLC	4.33K	Jun 30, 26	-83	0.00%
Symmetry Partners, LLC	4.27K	Jun 30, 26	+4.27K	0.00%
Fingerlakes Wealth Management, Inc.	4.25K	Jun 30, 26	+4.25K	0.00%
ENDEAVOR PRIVATE WEALTH, INC.	4.22K	Jun 30, 26	-815	0.00%
SWEENEY & MICHEL, LLC	4.17K	Jun 30, 26	-425	0.00%
WBH ADVISORY INC	4.17K	Jun 30, 26	-1.00K	0.00%
Summit Financial, LLC	4.16K	Jun 30, 26	+4.16K	0.00%
Liberty Atlantic Advisors LLC	4.14K	Jun 30, 26	-595	0.00%
Integrity Advisory Solutions, LLC	4.12K	Jun 30, 26	+4.12K	0.00%
Bright Futures Wealth Management, LLC.	4.08K	Jun 30, 26	+4.08K	0.00%
VERITY Wealth Advisors	4.06K	Jun 30, 26	+4.06K	0.00%
Family Investment Center, Inc.	4.06K	Jun 30, 26	+4.06K	0.00%
Capital Asset Advisory Services LLC	4.05K	Jun 30, 26	-1.25K	0.00%
Financial Alternatives, Inc	4.05K	Jun 30, 26	+4.05K	0.00%
Russell Investments Group, Ltd.	4.04K	Jun 30, 26	+3.44K	0.00%
SENTINEL TRUST CO LBA	4.02K	Jun 30, 26	+4.02K	0.00%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.97K	Jun 30, 26	+3.97K	0.00%
Rockbridge Investment Management, LCC	3.96K	Jun 30, 26	+3.96K	0.00%
Hamrick Investment Counsel, llc	3.96K	Jun 30, 26	-90	0.00%
TD PRIVATE CLIENT WEALTH LLC	3.94K	Jun 30, 26	-280	0.00%
FIDUCIARY COUNSELLING INC	3.93K	Jun 30, 26	+1.86K	0.00%
Addison Advisors LLC	3.91K	Jun 30, 26	-6.74K	0.00%
MACROVIEW INVESTMENT MANAGEMENT LLC	3.91K	Jun 30, 26	+3.91K	0.00%
Darden Wealth Group Inc	3.90K	Jun 30, 26	+3.90K	0.00%
Brewster Financial Planning LLC	3.90K	Jun 30, 26	+3.90K	0.00%
VANGUARD ADVISERS INC	3.88K	Jun 30, 26	+73	0.00%
Sovereign Financial Group, Inc.	3.87K	Jun 30, 26	+3.87K	0.00%
Values Added Financial LLC	3.86K	Jun 30, 26	-928	0.00%
Mount Yale Investment Advisors, LLC	3.86K	Jun 30, 26	-1.31K	0.00%
BSW Wealth Partners	3.85K	Jun 30, 26	+3.85K	0.00%
AMERICAN FINANCIAL & TAX STRATEGIES INC	3.82K	Jun 30, 26	+3.82K	0.00%
Evergreen Private Wealth LLC	3.81K	Jun 30, 26	--	0.00%
Orin Green Financial, LLC	3.75K	Jun 30, 26	+3.75K	0.00%
ABSOLUTE CAPITAL MANAGEMENT, LLC	3.75K	Jun 30, 26	+3.75K	0.00%
Ascent Group, LLC	3.72K	Jun 30, 26	+3.72K	0.00%
Shared Vision Wealth Group LLC	3.71K	Jun 30, 26	+3.71K	0.00%
Meridian Wealth Management, LLC	3.70K	Jun 30, 26	+3.70K	0.00%
Chicago Wealth Management, Inc.	3.70K	Jun 30, 26	+3.70K	0.00%
Trek Financial, LLC	3.70K	Jun 30, 26	+3.70K	0.00%
Dorsey & Whitney Trust CO LLC	3.66K	Jun 30, 26	+3.66K	0.00%
Smartleaf Asset Management LLC	3.64K	Jun 30, 26	--	0.00%
Dynamic Wealth Strategies, LLC	3.51K	Jun 30, 26	--	0.00%
UNION SAVINGS BANK	3.49K	Jun 30, 26	-97	0.00%
IFG Advisory, LLC	3.48K	Jun 30, 26	+3.48K	0.00%
TFC Financial Management, Inc.	3.42K	Jun 30, 26	+93	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.42K	Jun 30, 26	+191	0.00%
Urban Financial Advisory Corp	3.23K	Jun 30, 26	+2.48K	0.00%
American Capital Advisory, LLC	2.83K	Jun 30, 26	-176	0.00%
MANNING & NAPIER ADVISORS LLC	2.78K	Jun 30, 26	-248	0.00%
Transamerica Financial Advisors, Inc.	2.69K	Jun 30, 26	+923	0.00%
SIGNATUREFD, LLC	2.69K	Jun 30, 26	-562	0.00%
Basecamp Wealth Advisors LLC	2.48K	Jun 30, 26	--	0.00%
Finley Financial, LLC	2.42K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	2.26K	Jun 30, 26	+81	0.00%
GGM Financials LLC	2.24K	Jun 30, 26	+16	0.00%
TSFG, LLC	2.20K	Jun 30, 26	+2.20K	0.00%
MOTCO	2.18K	Jun 30, 26	--	0.00%
Spire Wealth Management	2.04K	Jun 30, 26	+59	0.00%
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	2.00K	Jun 30, 26	-213	0.00%
TRUST CO OF VERMONT	1.99K	Jun 30, 26	+1.99K	0.00%
Rosenberg Matthew Hamilton	1.95K	Jun 30, 26	--	0.00%
WPG Advisers, LLC	1.91K	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	1.90K	Jun 30, 26	-25	0.00%
Founders Financial Alliance, LLC	1.82K	Jun 30, 26	+1.11K	0.00%
PRUDENTIAL PLC	1.80K	Jun 30, 26	+1.80K	0.00%
Gould Capital, LLC	1.80K	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	1.76K	Jun 30, 26	-660	0.00%
Clean Yield Group	1.71K	Jun 30, 26	--	0.00%
Covestor Ltd	1.69K	Jun 30, 26	-34	0.00%
DEUTSCHE BANK AG\	1.59K	Jun 30, 26	+929	0.00%
Frankly Finances, LLC	1.59K	Jun 30, 26	+1.59K	0.00%
WealthCollab, LLC	1.56K	Jun 30, 26	--	0.00%
4Thought Financial Group Inc.	1.49K	Jun 30, 26	-38	0.00%
North Star Investment Management Corp.	1.45K	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	1.45K	Jun 30, 26	+179	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	1.33K	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	1.27K	Jun 30, 26	+1.27K	0.00%
Smithfield Trust Co	1.14K	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	1.11K	Jun 30, 26	+298	0.00%
C M BIDWELL & ASSOCIATES LTD	1.10K	Jun 30, 26	-79	0.00%
AMERICAN NATIONAL BANK	1.10K	Jun 30, 26	--	0.00%
Nalls Sherbakoff Group, LLC	1.05K	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.01K	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	934	Jun 30, 26	--	0.00%
GAMMA Investing LLC	931	Jun 30, 26	+772	0.00%
Hurley Capital, LLC	889	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	869	Jun 30, 26	+2	0.00%
HOLLENCREST CAPITAL MANAGEMENT	853	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	842	Jun 30, 26	--	0.00%
Winthrop Capital Management, LLC	824	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	769	Jun 30, 26	--	0.00%
MJT & Associates Financial Advisory Group, Inc.	722	Jun 30, 26	+84	0.00%
Golden State Wealth Management, LLC	711	Jun 30, 26	+2	0.00%
Vision Retirement, LLC	704	Jun 30, 26	--	0.00%
BOK Financial Private Wealth, Inc.	701	Jun 30, 26	--	0.00%
HOWE & RUSLING INC	667	Jun 30, 26	-1	0.00%
NBC SECURITIES, INC.	651	Jun 30, 26	--	0.00%
IFP Advisors, Inc	591	Jun 30, 26	-737	0.00%
TOMPKINS FINANCIAL CORP	590	Jun 30, 26	--	0.00%
NBT BANK N A /NY	578	Jun 30, 26	-194	0.00%
FAS Wealth Partners, Inc.	518	Jun 30, 26	+10	0.00%
CVA Family Office, LLC	475	Jun 30, 26	--	0.00%
Rice Partnership, LLC	474	Jun 30, 26	-54	0.00%
Strategic Wealth Advisors LLC	466	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	462	Jun 30, 26	+462	0.00%
Keating Financial Advisory Services, Inc.	420	Jun 30, 26	--	0.00%
Crewe Advisors LLC	395	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	393	Jun 30, 26	+393	0.00%
Manchester Capital Management LLC	375	Jun 30, 26	+375	0.00%
HANTZ FINANCIAL SERVICES, INC.	375	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	373	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	366	Jun 30, 26	+366	0.00%
MCF Advisors LLC	360	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	354	Jun 30, 26	--	0.00%
Timbuktu Capital Management, LLC	341	Jun 30, 26	+341	0.00%
GILL CAPITAL PARTNERS, LLC	325	Jun 30, 26	--	0.00%
BLUELINE ADVISORS LLC	313	Jun 30, 26	-20	0.00%
Commonwealth Retirement Investments LLC	294	Jun 30, 26	+294	0.00%
Bravera Wealth	290	Jun 30, 26	--	0.00%
Ameritas Investment Partners, Inc.	290	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	260	Jun 30, 26	-385	0.00%
Ares Financial Consulting, LLC	241	Jun 30, 26	-9	0.00%
JDM Financial Group LLC	241	Jun 30, 26	--	0.00%
WealthShield Partners, LLC	236	Jun 30, 26	-24.36K	0.00%
Tradewinds Capital Management, LLC	214	Jun 30, 26	+6	0.00%
TD Waterhouse Canada Inc.	212	Jun 30, 26	--	0.00%
Kilter Group LLC	205	Jun 30, 26	-69	0.00%
AMERIFLEX GROUP, INC.	204	Jun 30, 26	+104	0.00%
Center for Financial Planning, Inc.	199	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	191	Jun 30, 26	-50	0.00%
Midway Capital Research & Management	178	Jun 30, 26	--	0.00%
Centerpoint Advisors, LLC	178	Jun 30, 26	+3	0.00%
CDKV HOLDINGS LLC	172	Jun 30, 26	--	0.00%
Harbor Asset Planning, Inc.	167	Jun 30, 26	+1	0.00%
MASECO LLP	165	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	160	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	158	Jun 30, 26	+158	0.00%
1 NORTH WEALTH SERVICES LLC	145	Jun 30, 26	--	0.00%
Hanson & Doremus Investment Management	138	Jun 30, 26	--	0.00%
Front Row Advisors LLC	120	Jun 30, 26	--	0.00%
Abound Wealth Management	100	Jun 30, 26	--	0.00%
GW&K Investment Management, LLC	89	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	87	Jun 30, 26	+11	0.00%
Noble Wealth Management PBC	87	Jun 30, 26	--	0.00%
Tidemark, LLC	81	Jun 30, 26	--	0.00%
Concord Wealth Partners	72	Jun 30, 26	+72	0.00%
JPL Wealth Management, LLC	72	Jun 30, 26	+72	0.00%
Capital Investment Advisory Services, LLC	66	Jun 30, 26	-8	0.00%
Quest 10 Wealth Builders, Inc.	64	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	61	Jun 30, 26	--	0.00%
XP Advisory US, Inc.	49	Jun 30, 26	+49	0.00%
Portfolio Resources Advisor Group, Inc.	45	Jun 30, 26	+45	0.00%
BARRETT & COMPANY, INC.	43	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	40	Jun 30, 26	--	0.00%
Key Capital Management, INC	29	Jun 30, 26	-14	0.00%
Financial Life Planners	27	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	26	Jun 30, 26	+26	0.00%
Colonial Trust Advisors	26	Jun 30, 26	+26	0.00%
Caitlin John, LLC	23	Jun 30, 26	--	0.00%
Hilton Head Capital Partners, LLC	18	Jun 30, 26	--	0.00%
Key FInancial Inc	17	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	15	Jun 30, 26	--	0.00%
RMG Wealth Management LLC	14	Jun 30, 26	+14	0.00%
Coastal Investment Advisors, Inc.	13	Jun 30, 26	--	0.00%
Davis Capital Management	12	Jun 30, 26	--	0.00%
3Chopt Investment Partners, LLC	11	Jun 30, 26	--	0.00%
Retirement Wealth Solutions LLC	8	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	5	Jun 30, 26	+5	0.00%
Silver Grove Financial Group, Inc.	3	Jun 30, 26	--	0.00%
Glassman Wealth Services	1	Jun 30, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-29.67K	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-23.58K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-1.75K	--
Nearwater Capital Markets, Ltd	--	Jun 30, 26	-200.00K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-406	--
Raleigh Capital Management Inc.	--	Jun 30, 26	-27	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-87.41K	--
Bank Julius Baer & Co. Ltd, Zurich	--	Jun 30, 26	-2.99K	--
CAPITOLIS LIQUID GLOBAL MARKETS LLC	--	Jun 30, 26	-470.60K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-1.81K	--
Scarborough Advisors, LLC	--	Jun 30, 26	-1.44K	--
Engineers Gate Manager LP	--	Jun 30, 26	-30.29K	--
Independent Advisor Alliance	--	Jun 30, 26	-8.43K	--
Ethic Inc.	--	Jun 30, 26	-36.34K	--
TUDOR INVESTMENT CORP ET AL	--	Jun 30, 26	-5.96K	--
STRATEGIC ADVISORY PARTNERS, LLC	--	Jun 30, 26	-1.55K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-632	--
Squarepoint Ops LLC	--	Jun 30, 26	-18.55K	--
SouthState Corp	--	Jun 30, 26	-321	--
WFA of San Diego, LLC	--	Jun 30, 26	-577	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-2.09K	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-100	--
Root Financial Partners, LLC	--	Jun 30, 26	-2.04K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-24.91K	--
IHT Wealth Management, LLC	--	Jun 30, 26	-5.10K	--
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	--	Jun 30, 26	-34.98K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-439	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-97.88K	--
Neumann Capital Management, LLC	--	Jun 30, 26	-34.05K	--
Merkkuri Wealth Advisors LLC	--	Jun 30, 26	-1	--
Golden State Equity Partners	--	Jun 30, 26	-2.82K	--
Medallion Wealth Advisors, LLC	--	Jun 30, 26	-28	--
NATIONAL BANK OF CANADA /FI/	--	Jun 30, 26	-346.80K	--
TPG Financial Advisors, LLC	--	Jun 30, 26	-4.71K	--
HRT FINANCIAL LP	--	Jun 30, 26	-18.95K	--
DRW Securities, LLC	--	Jun 30, 26	-43.73K	--
rebel Financial LLC	69.27K	Mar 31, 26	-8.12K	0.05%
North Berkeley Wealth Management, LLC	54.05K	Mar 31, 26	+54.05K	0.04%
CWM, LLC	52.62K	Mar 31, 26	+16.15K	0.04%
CANANDAIGUA NATIONAL CORP	28.25K	Mar 31, 26	+28.25K	0.02%
Opes Wealth Management LLC	21.65K	Mar 31, 26	-1.56K	0.02%
Smart Portfolios, LLC	15.53K	Mar 31, 26	+344	0.01%
Charter Oak Capital Management, LLC	5.44K	Mar 31, 26	+364	0.00%
McIlrath & Eck, LLC	928	Mar 31, 26	-73	0.00%
USA Financial Portformulas Corp	84	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	25	Mar 31, 26	--	0.00%
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%
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%
ORG Partners LLC	39	Dec 31, 25	-39	0.00%
TUCKER ASSET MANAGEMENT LLC	13	Dec 31, 25	+13	0.00%
Capitolis Liquid Global Markets LLC	--	Dec 31, 25	-128.90K	--
Blue Barn Wealth, LLC	--	Dec 31, 25	-4.81K	--
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-9.66K	--
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	0.04%
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	3.62%
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	--
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-416	--
First Command Bank	--	Jun 30, 23	-567	--
BMS Financial Advisors, LLC	--	Jun 30, 23	-10.47K	--
Financial Architects, Inc	--	Jun 30, 23	-6.75K	--
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	4.26%
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%
ACG Wealth	--	Sep 30, 22	-250	--
Spearhead Capital Advisors, LLC	--	Sep 30, 22	-7.46K	--
Karp Capital Management Corp	--	Sep 30, 22	-9.17K	--
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	0.12%
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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Date

Change

% Held

BANK OF AMERICA CORP /DE/

16.49M

Jun 30, 26

-228.89K

12.43%

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5.94M

Jun 30, 26

+284.33K

4.48%

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5.46M

Jun 30, 26

-55.94K

4.12%

Empower Advisory Group, LLC

4.66M

Jun 30, 26

-568.14K

3.51%

WIT, LLC

4.52M

Jun 30, 26

-662.84K

3.41%

FMR LLC

3.29M

Jun 30, 26

+406.71K

2.48%

Betterment LLC

3.04M

Jun 30, 26

-140.29K

2.29%

JPMORGAN CHASE & CO

2.82M

Jun 30, 26

+410.12K

2.13%

TIAA Wealth Investment Management LLC

2.78M

Jun 30, 26

-185.18K

2.09%

ENVESTNET ASSET MANAGEMENT INC

2.62M

Jun 30, 26

-706.86K

1.98%

Wealthfront Advisers LLC

2.52M

Jun 30, 26

+12.41K

1.90%

Creative Planning

2.03M

Jun 30, 26

+11.81K

1.53%

US BANCORP \DE\

1.91M

Jun 30, 26

+700.97K

1.44%

LPL Financial LLC

1.78M

Jun 30, 26

+98.12K

1.34%

WELLS FARGO & COMPANY/MN

1.72M

Jun 30, 26

-13.93K

1.30%

BlackRock, Inc.

1.70M

Jun 30, 26

-400.35K

1.28%

AMERIPRISE FINANCIAL INC

1.30M

Jun 30, 26

-111.54K

0.98%

PNC FINANCIAL SERVICES GROUP, INC.

1.29M

Jun 30, 26

+34.65K

0.97%

UBS Group AG

1.28M

Jun 30, 26

-43.77K

0.97%

Acorns Advisers, LLC

1.19M

Jun 30, 26

-27.39K

0.90%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.04M

Jun 30, 26

-3.40K

0.79%

MERCER GLOBAL ADVISORS INC /ADV

932.49K

Jun 30, 26

-4.57K

0.70%

FLPUTNAM INVESTMENT MANAGEMENT CO

734.76K

Jun 30, 26

+177.32K

0.55%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

730.94K

Jun 30, 26

-68.96K

0.55%

GOLDMAN SACHS GROUP INC

718.65K

Jun 30, 26

+3.19K

0.54%

M&T BANK CORP

693.86K

Jun 30, 26

+120.61K

0.52%

ROYAL BANK OF CANADA

665.44K

Jun 30, 26

-89.04K

0.50%

MISSION WEALTH MANAGEMENT, LP

622.17K

Jun 30, 26

+36.38K

0.47%

FIFTH THIRD BANCORP

564.28K

Jun 30, 26

-10.27K

0.43%

JANE STREET GROUP, LLC

500.00K

Jun 30, 26

+500.00K

0.38%

IMPACTfolio, LLC

498.18K

Jun 30, 26

+12.55K

0.38%

Envestnet Portfolio Solutions, Inc.

425.19K

Jun 30, 26

-139.63K

0.32%

FIDUCIARY TRUST CO

407.89K

Jun 30, 26

-17.15K

0.31%

COMMONWEALTH EQUITY SERVICES, LLC

363.92K

Jun 30, 26

+12.30K

0.27%

HighTower Advisors, LLC

349.45K

Jun 30, 26

-13.86K

0.26%

Beacon Pointe Advisors, LLC

339.72K

Jun 30, 26

+26.79K

0.26%

EASTERN BANK

339.09K

Jun 30, 26

-9.49K

0.26%

RAYMOND JAMES FINANCIAL INC

331.00K

Jun 30, 26

+4.97K

0.25%

SEI INVESTMENTS CO

322.94K

Jun 30, 26

-15.02K

0.24%

Cetera Investment Advisers

319.15K

Jun 30, 26

-45.27K

0.24%

Mariner, LLC

312.63K

Jun 30, 26

-12.09K

0.24%

ALLIANCEBERNSTEIN L.P.

282.28K

Jun 30, 26

+203.65K

0.21%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

281.75K

Jun 30, 26

-1.53K

0.21%

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

262.74K

Jun 30, 26

-8.60K

0.20%

PARK AVENUE SECURITIES LLC

249.21K

Jun 30, 26

-64.63K

0.19%

CI Private Wealth, LLC

226.93K

Jun 30, 26

-21.10K

0.17%

TRUIST FINANCIAL CORP

205.79K

Jun 30, 26

+37.67K

0.16%

Global Retirement Partners, LLC

193.01K

Jun 30, 26

+193.01K

0.15%

Forefront Analytics, LLC

192.40K

Jun 30, 26

-177.06K

0.15%

Miracle Mile Advisors, LLC

186.69K

Jun 30, 26

-11.77K

0.14%

MML INVESTORS SERVICES, LLC

174.13K

Jun 30, 26

-9.21K

0.13%

JONES FINANCIAL COMPANIES LLLP

171.46K

Jun 30, 26

+15.63K

0.13%

MARSHALL WACE, LLP

170.08K

Jun 30, 26

+158.81K

0.13%

Ellevest, Inc.

169.11K

Jun 30, 26

+169.11K

0.13%

Ally Invest Advisors Inc.

169.05K

Jun 30, 26

-4.49K

0.13%

MATHER GROUP, LLC.

168.40K

Jun 30, 26

+11.26K

0.13%

PRINCIPAL FINANCIAL GROUP INC

166.63K

Jun 30, 26

0.13%

Intergy Private Wealth, LLC

163.21K

Jun 30, 26

+759

0.12%

CITIGROUP INC

159.43K

Jun 30, 26

-8.46K

0.12%

Modera Wealth Management, LLC

155.70K

Jun 30, 26

+328

0.12%

OXFORD FINANCIAL GROUP LTD

153.28K

Jun 30, 26

-4.14K

0.12%

BANK OF MONTREAL /CAN/

150.08K

Jun 30, 26

+22.33K

0.11%

Cambridge Investment Research Advisors, Inc.

148.88K

Jun 30, 26

-121.39K

0.11%

Stanich Group LLC

147.62K

Jun 30, 26

+5.77K

0.11%

NewEdge Advisors, LLC

139.63K

Jun 30, 26

+23.94K

0.11%

Colony Group, LLC

132.26K

Jun 30, 26

-11.33K

0.10%

BALDWIN BROTHERS LLC/MA

130.11K

Jun 30, 26

+2.16K

0.10%

Laurel Wealth Planning LLC

128.75K

Jun 30, 26

-3.46K

0.10%

Steward Partners Investment Advisory, LLC

127.90K

Jun 30, 26

+657

0.10%

Bank of New York Mellon Corp

126.52K

Jun 30, 26

-18.12K

0.10%

BROWN ADVISORY INC

123.95K

Jun 30, 26

0.09%

ALESCO ADVISORS LLC

121.45K

Jun 30, 26

+87

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

120.46K

Jun 30, 26

-5.50K

0.09%

Allworth Financial LP

113.90K

Jun 30, 26

+1.20K

0.09%

MAI Capital Management

109.54K

Jun 30, 26

+98.02K

0.08%

Quent Capital, LLC

107.89K

Jun 30, 26

-1.87K

0.08%

STIFEL FINANCIAL CORP

106.17K

Jun 30, 26

+32.07K

0.08%

BAILARD, INC.

104.29K

Jun 30, 26

-2.85K

0.08%

Wealthspire Advisors, LLC

101.67K

Jun 30, 26

-9.39K

0.08%

Cerity Partners LLC

100.29K

Jun 30, 26

+3.40K

0.08%

NORTHSTAR ASSET MANAGEMENT INC

100.20K

Jun 30, 26

+20.82K

0.08%

Financial Engines Advisors L.L.C.

95.94K

Jun 30, 26

-4.18K

0.07%

High Note Wealth, LLC

94.53K

Jun 30, 26

-108

0.07%

Mirae Asset Global Investments Co., Ltd.

92.73K

Jun 30, 26

-12.34K

0.07%

Sand Hill Global Advisors, LLC

92.36K

Jun 30, 26

-12.08K

0.07%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

91.22K

Jun 30, 26

+20.62K

0.07%

CABOT WEALTH MANAGEMENT INC

88.81K

Jun 30, 26

+25.00K

0.07%

Janney Montgomery Scott LLC

88.72K

Jun 30, 26

-18.52K

0.07%

Savant Capital, LLC

85.13K

Jun 30, 26

-4.79K

0.06%

ASSETMARK, INC

84.87K

Jun 30, 26

-16.45K

0.06%

Rockefeller Capital Management L.P.

83.93K

Jun 30, 26

-6.19K

0.06%

Centennial Bank/AR/

80.25K

Jun 30, 26

+850

0.06%

RAFFA WEALTH MANAGEMENT, LLC

75.97K

Jun 30, 26

+1.83K

0.06%

Apella Capital, LLC

70.93K

Jun 30, 26

-460

0.05%

Baird Financial Group, Inc.

70.63K

Jun 30, 26

-1.49K

0.05%

Cartesian Growth Corp

70.19K

Jun 30, 26

+5.46K

0.05%

Robertson Stephens Wealth Management, LLC

70.00K

Jun 30, 26

+4.75K

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

69.96K

Jun 30, 26

+3.63K

0.05%

Farther Finance Advisors, LLC

68.30K

Jun 30, 26

+18.10K

0.05%

GeoWealth Management, LLC

66.69K

Jun 30, 26

-10.59K

0.05%

Perigon Wealth Management, LLC

64.51K

Jun 30, 26

+1.36K

0.05%

QUADRANT CAPITAL GROUP LLC

63.09K

Jun 30, 26

0.05%

Koss-Olinger Consulting, LLC

61.94K

Jun 30, 26

+577

0.05%

BOKF, NA

61.44K

Jun 30, 26

-353

0.05%

HARBOUR INVESTMENTS, INC.

60.40K

Jun 30, 26

+1.07K

0.05%

SOFI WEALTH, LLC

59.15K

Jun 30, 26

+11.79K

0.04%

CRUX WEALTH ADVISORS

59.14K

Jun 30, 26

-1.57K

0.04%

Archer Investment Management, LLC

58.42K

Jun 30, 26

-1.52K

0.04%

TRUE BLUE FINANCIAL, LLC

58.08K

Jun 30, 26

+15.65K

0.04%

Wescott Financial Advisory Group, LLC

58.08K

Jun 30, 26

-864

0.04%

STATE OF WISCONSIN INVESTMENT BOARD

57.16K

Jun 30, 26

0.04%

Blue Edge Capital, LLC

55.89K

Jun 30, 26

+3.18K

0.04%

Avise Financial Cooperative, Inc.

53.84K

Jun 30, 26

-20.38K

0.04%

Advisory Services Network, LLC

53.59K

Jun 30, 26

-7.66K

0.04%

One Capital Management, LLC

53.26K

Jun 30, 26

0.04%

MONETA GROUP INVESTMENT ADVISORS LLC

53.14K

Jun 30, 26

-2.68K

0.04%

CAPTRUST FINANCIAL ADVISORS

52.99K

Jun 30, 26

-8.44K

0.04%

Sanctuary Advisors, LLC

51.05K

Jun 30, 26

-7.97K

0.04%

Affiance Financial, LLC

50.88K

Jun 30, 26

-480

0.04%

Impact Investors, Inc

50.74K

Jun 30, 26

-1.95K

0.04%

Brinker Capital Investments, LLC

50.72K

Jun 30, 26

-3.94K

0.04%

CITADEL ADVISORS LLC

50.52K

Jun 30, 26

+50.52K

0.04%

KEYBANK NATIONAL ASSOCIATION/OH

50.35K

Jun 30, 26

-3.26K

0.04%

HB Wealth Management, LLC

48.25K

Jun 30, 26

+3.25K

0.04%

One Wealth Advisors, LLC

46.91K

Jun 30, 26

-8.08K

0.04%

Buckingham Strategic Partners

46.73K

Jun 30, 26

+6.34K

0.04%

ADVISOR GROUP HOLDINGS, INC.

46.29K

Jun 30, 26

+11.43K

0.03%

Integrated Wealth Concepts LLC

45.89K

Jun 30, 26

+7.18K

0.03%

Bear Mountain Capital, Inc.

45.81K

Jun 30, 26

+213

0.03%

Pitcairn Wealth Advisors LLC

45.68K

Jun 30, 26

-214

0.03%

Resources Investment Advisors, LLC.

45.55K

Jun 30, 26

-7.51K

0.03%

Brookstone Capital Management

42.82K

Jun 30, 26

+1.26K

0.03%

JNBA Financial Advisors

42.32K

Jun 30, 26

-801

0.03%

CITIZENS FINANCIAL GROUP INC/RI

42.27K

Jun 30, 26

-3.85K

0.03%

NATIXIS ADVISORS, L.P.

41.58K

Jun 30, 26

+2.13K

0.03%

XY Planning Network, Inc.

41.58K

Jun 30, 26

-2.22K

0.03%

Heritage Wealth Advisors

41.25K

Jun 30, 26

+41.25K

0.03%

ACADIAN ASSET MANAGEMENT LLC

41.23K

Jun 30, 26

+1.64K

0.03%

Midwest Financial Partners Investments, Inc.

41.00K

Jun 30, 26

-434

0.03%

Vise Technologies, Inc.

40.10K

Jun 30, 26

+33.49K

0.03%

Dynamic Advisor Solutions LLC

39.97K

Jun 30, 26

-2.38K

0.03%

EP Wealth Advisors, LLC

39.57K

Jun 30, 26

+20.98K

0.03%

TIAA TRUST, NATIONAL ASSOCIATION

39.12K

Jun 30, 26

-1.96K

0.03%

Birchwood Financial Partners, Inc.

38.73K

Jun 30, 26

+1.03K

0.03%

Alaska Wealth Advisors

38.63K

Jun 30, 26

-1.68K

0.03%

FRANKLIN RESOURCES INC

38.59K

Jun 30, 26

+920

0.03%

Haverford Trust Co

37.87K

Jun 30, 26

+542

0.03%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

37.77K

Jun 30, 26

-14.98K

0.03%

Legacy Edge Advisors, LLC

37.38K

Jun 30, 26

-1.57K

0.03%

Equitable Holdings, Inc.

37.36K

Jun 30, 26

-7.24K

0.03%

Aptus Capital Advisors, LLC

37.08K

Jun 30, 26

+3.14K

0.03%

Davis Wealth Advisors, LLC

36.67K

Jun 30, 26

-2.52K

0.03%

Baron Financial Group, LLC

36.37K

Jun 30, 26

-6.22K

0.03%

NorthRock Partners, LLC

35.95K

Jun 30, 26

+122

0.03%

Parallel Advisors, LLC

35.53K

Jun 30, 26

+912

0.03%

CHOREO, LLC

34.24K

Jun 30, 26

-1.94K

0.03%

Merit Financial Group, LLC

33.86K

Jun 30, 26

-5.71K

0.03%

Wealth Architects, LLC

33.60K

Jun 30, 26

-295

0.03%

Wealth Advisory Team LLC

32.90K

Jun 30, 26

+32.90K

0.02%

TWIN FOCUS CAPITAL PARTNERS, LLC

32.79K

Jun 30, 26

-69

0.02%

Omega Financial Group, LLC

32.63K

Jun 30, 26

-670

0.02%

CreativeOne Wealth, LLC

32.41K

Jun 30, 26

-4.07K

0.02%

Vision Capital Management, Inc.

31.80K

Jun 30, 26

+5.75K

0.02%

eCIO, Inc.

31.67K

Jun 30, 26

-2.62K

0.02%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

31.28K

Jun 30, 26

+122

0.02%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

30.69K

Jun 30, 26

-1.19K

0.02%

Horst & Graben Wealth Management LLC

30.68K

Jun 30, 26

-9.41K

0.02%

Savvy Advisors, Inc.

30.39K

Jun 30, 26

-1.24K

0.02%

STALEY CAPITAL ADVISERS INC

30.00K

Jun 30, 26

0.02%

JMG Financial Group, Ltd.

29.70K

Jun 30, 26

-3.63K

0.02%

Sharkey, Howes & Javer

29.32K

Jun 30, 26

-8.00K

0.02%

NOTTINGHAM ADVISORS, INC.

29.29K

Jun 30, 26

-1.74K

0.02%

HILLTOP WEALTH ADVISORS, LLC

29.19K

Jun 30, 26

-7

0.02%

Equita Financial Network, Inc.

28.88K

Jun 30, 26

+2.78K

0.02%

Perennial Investment Advisors, LLC

28.67K

Jun 30, 26

-7.15K

0.02%

Integris Wealth Management, LLC

28.00K

Jun 30, 26

-1.37K

0.02%

RENAISSANCE TECHNOLOGIES LLC

27.60K

Jun 30, 26

-48.70K

0.02%

EQ LLC

27.25K

Jun 30, 26

-3.13K

0.02%

Torren Management, LLC

27.11K

Jun 30, 26

-76

0.02%

Atomi Financial Group, Inc.

27.09K

Jun 30, 26

+4.85K

0.02%

SAGE FINANCIAL GROUP INC

26.78K

Jun 30, 26

+729

0.02%

GRIMES & COMPANY, INC.

26.76K

Jun 30, 26

-735

0.02%

CANANDAIGUA NATIONAL BANK & TRUST CO

26.65K

Jun 30, 26

+26.65K

0.02%

Weil Company, Inc.

26.39K

Jun 30, 26

-1.74K

0.02%

WESBANCO BANK INC

26.38K

Jun 30, 26

-1.60K

0.02%

Physician Wealth Advisors, Inc.

25.70K

Jun 30, 26

+539

0.02%

Maia Wealth LLC

25.61K

Jun 30, 26

-795

0.02%

SigFig Wealth Management, LLC

25.55K

Jun 30, 26

-5.88K

0.02%

Johnson Financial Group, Inc.

25.43K

Jun 30, 26

-1.84K

0.02%

Ashton Thomas Private Wealth, LLC

25.18K

Jun 30, 26

+3.02K

0.02%

Balanced Rock Investment Advisor

25.16K

Jun 30, 26

-1.80K

0.02%

Trilogy Capital Inc.

25.05K

Jun 30, 26

-551

0.02%

Kestra Advisory Services, LLC

24.95K

Jun 30, 26

-6.24K

0.02%

RTD Financial Advisors, Inc.

24.59K

Jun 30, 26

-305

0.02%

McKinley Carter Wealth Services, Inc.

24.16K

Jun 30, 26

+419

0.02%

Amundi

24.11K

Jun 30, 26

0.02%

Mutual Advisors, LLC

23.85K

Jun 30, 26

+818

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

23.49K

Jun 30, 26

+23.49K

0.02%

SEEDS INVESTOR LLC

23.28K

Jun 30, 26

+3.86K

0.02%

Pure Financial Advisors, LLC

23.08K

Jun 30, 26

-2.04K

0.02%

Greykasell Wealth Strategies, Inc.

22.78K

Jun 30, 26

-1.54K

0.02%

LFA - Lugano Financial Advisors SA

22.72K

Jun 30, 26

0.02%

Brooklyn FI, LLC

21.64K

Jun 30, 26

+843

0.02%

CENTRAL TRUST Co

21.09K

Jun 30, 26

-437

0.02%

Trust Co

20.77K

Jun 30, 26

-1.13K

0.02%

Mascoma Wealth Management LLC

20.62K

Jun 30, 26

+2.05K

0.02%

GOULD ASSET MANAGEMENT LLC /CA/

20.60K

Jun 30, 26

-400

0.02%

Western Wealth Management, LLC

20.39K

Jun 30, 26

+1.02K

0.02%

Umpqua Bank

20.21K

Jun 30, 26

+20.21K

0.02%

Jordan Park Group LLC

20.09K

Jun 30, 26

0.02%

WEDBUSH SECURITIES INC

19.81K

Jun 30, 26

+639

0.01%

SageView Advisory Group, LLC

19.67K

Jun 30, 26

-3.22K

0.01%

REGATTA CAPITAL GROUP, LLC

19.61K

Jun 30, 26

+148

0.01%

Van Hulzen Asset Management, LLC

19.51K

Jun 30, 26

-2.50K

0.01%

Decker Retirement Planning Inc.

19.46K

Jun 30, 26

+1.18K

0.01%

Connecticut Wealth Management, LLC

19.37K

Jun 30, 26

+1.11K

0.01%

Diversified Enterprises, LLC

19.07K

Jun 30, 26

+19

0.01%

Cresset Asset Management, LLC

18.82K

Jun 30, 26

+20

0.01%

Madrid Wealth Management, LLC

18.48K

Jun 30, 26

-848

0.01%

Annis Gardner Whiting Capital Advisors, LLC

18.47K

Jun 30, 26

-123

0.01%

MGO ONE SEVEN LLC

18.24K

Jun 30, 26

-3.09K

0.01%

Krilogy Financial LLC

18.17K

Jun 30, 26

0.01%

Concurrent Investment Advisors, LLC

18.13K

Jun 30, 26

+2.91K

0.01%

Prism Advisors, Inc.

18.02K

Jun 30, 26

0.01%

Bond & Devick Financial Network, Inc.

17.83K

Jun 30, 26

+987

0.01%

Aureum Wealth Management, LLC

17.78K

Jun 30, 26

+716

0.01%

COMMERCE BANK

17.57K

Jun 30, 26

0.01%

MainStreet Investment Advisors LLC

17.51K

Jun 30, 26

-410

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

17.40K

Jun 30, 26

-2.56K

0.01%

Diversify Advisory Services, LLC

17.40K

Jun 30, 26

+17.40K

0.01%

Napier Financial, LLC

17.37K

Jun 30, 26

-429

0.01%

MASSMUTUAL TRUST CO FSB/ADV

17.31K

Jun 30, 26

-610

0.01%

Benchmark Financial, LLC

17.24K

Jun 30, 26

+1.74K

0.01%

Morling Financial Advisors, LLC

17.12K

Jun 30, 26

-519

0.01%

Modern Wealth Management, LLC

17.07K

Jun 30, 26

+4.59K

0.01%

OLIO Financial Planning

16.91K

Jun 30, 26

-2.15K

0.01%

HUNTINGTON NATIONAL BANK

16.65K

Jun 30, 26

+134

0.01%

BIRCHBROOK, INC.

16.57K

Jun 30, 26

-719

0.01%

WHITTIER TRUST CO

16.46K

Jun 30, 26

+253

0.01%

RFG Advisory, LLC

15.82K

Jun 30, 26

-3.81K

0.01%

SRS Capital Advisors, Inc.

15.78K

Jun 30, 26

+13.51K

0.01%

Hardy Reed LLC

15.63K

Jun 30, 26

0.01%

OpenArc Corporate Advisory, LLC

15.62K

Jun 30, 26

-3.49K

0.01%

Fund Evaluation Group, LLC

15.61K

Jun 30, 26

0.01%

Ethos Financial Group, LLC

15.43K

Jun 30, 26

+10.86K

0.01%

Boston Standard Wealth Management, LLC

15.40K

Jun 30, 26

-851

0.01%

Keel Point, LLC

15.38K

Jun 30, 26

+99

0.01%

Snowden Capital Advisors LLC

15.35K

Jun 30, 26

-462

0.01%

Capital Analysts, LLC

15.32K

Jun 30, 26

-1.10K

0.01%

Ameraudi Asset Management, Inc.

15.28K

Jun 30, 26

-4.02K

0.01%

White Lighthouse Investment Management Inc.

15.19K

Jun 30, 26

-775

0.01%

Pensionmark Financial Group, LLC

15.11K

Jun 30, 26

-277

0.01%

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

15.06K

Jun 30, 26

-1

0.01%

Yukon Wealth Management, Inc.

14.86K

Jun 30, 26

+22

0.01%

Fort Point Capital Partners LLC

14.60K

Jun 30, 26

0.01%

HOWLAND CAPITAL MANAGEMENT LLC

14.42K

Jun 30, 26

-670

0.01%

Schneider Downs Wealth Management Advisors, LP

14.39K

Jun 30, 26

+406

0.01%

Shepherd Financial Partners LLC

14.16K

Jun 30, 26

-1.37K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

14.15K

Jun 30, 26

+1.42K

0.01%

PFG Investments, LLC

14.08K

Jun 30, 26

+535

0.01%

Facet Wealth, Inc.

13.89K

Jun 30, 26

+1.81K

0.01%

Sage Advisory Services, Ltd.Co.

13.64K

Jun 30, 26

-453

0.01%

CIBC Asset Management Inc

13.61K

Jun 30, 26

0.01%

BROWN BROTHERS HARRIMAN & CO

13.54K

Jun 30, 26

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

13.46K

Jun 30, 26

0.01%

Portland Global Advisors LLC

13.28K

Jun 30, 26

0.01%

Asset Dedication, LLC

13.24K

Jun 30, 26

-1.44K

0.01%

EVOLVE PRIVATE WEALTH, LLC

13.21K

Jun 30, 26

-941

0.01%

Summit Wealth Group, LLC

13.12K

Jun 30, 26

-994

0.01%

Tortoise Investment Management, LLC

12.86K

Jun 30, 26

-1.01K

0.01%

Capital Advantage, Inc.

12.80K

Jun 30, 26

-60

0.01%

Diversified Trust Co

12.77K

Jun 30, 26

+165

0.01%

PDS Planning, Inc

12.75K

Jun 30, 26

-58

0.01%

New England Private Wealth Advisors LLC

12.74K

Jun 30, 26

+91

0.01%

Focus Financial Network, Inc.

12.58K

Jun 30, 26

+1.01K

0.01%

Pine Haven Investment Counsel, Inc

12.57K

Jun 30, 26

+145

0.01%

Regal Investment Advisors LLC

12.54K

Jun 30, 26

-3.27K

0.01%

BRANDYWINE OAK PRIVATE WEALTH LLC

12.52K

Jun 30, 26

-1.32K

0.01%

AI Financial Services LLC

12.51K

Jun 30, 26

-396

0.01%

UMB Bank, n.a.

12.48K

Jun 30, 26

+370

0.01%

B. Riley Wealth Advisors, Inc.

12.48K

Jun 30, 26

+383

0.01%

SAGESPRING WEALTH PARTNERS, LLC

12.33K

Jun 30, 26

-2.84K

0.01%

CGN Advisors LLC

12.27K

Jun 30, 26

+17

0.01%

ZENITH SOLUTIONS, INC.

12.17K

Jun 30, 26

+12.17K

0.01%

MA Private Wealth

12.10K

Jun 30, 26

0.01%

Federation des caisses Desjardins du Quebec

12.02K

Jun 30, 26

+5.28K

0.01%

MCIA Inc

11.97K

Jun 30, 26

+11.97K

0.01%

Bell Investment Advisors, Inc

11.91K

Jun 30, 26

-2.40K

0.01%

Shotwell Rutter Baer Inc

11.87K

Jun 30, 26

-549

0.01%

Plancorp, LLC

11.82K

Jun 30, 26

-1.31K

0.01%

PENOBSCOT WEALTH MANAGEMENT

11.81K

Jun 30, 26

+2.57K

0.01%

TriaGen Wealth Management LLC

11.74K

Jun 30, 26

-62

0.01%

Wealthcare Advisory Partners LLC

11.64K

Jun 30, 26

-350

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

11.59K

Jun 30, 26

-95

0.01%

Advisory Solutions Group, LLC

11.56K

Jun 30, 26

+11.56K

0.01%

Private Advisor Group, LLC

11.56K

Jun 30, 26

+2.74K

0.01%

Midwest Trust Co

11.44K

Jun 30, 26

+1.39K

0.01%

ZRC WEALTH MANAGEMENT, LLC

11.42K

Jun 30, 26

+21

0.01%

Cambridge Financial Group, LLC

11.06K

Jun 30, 26

-489

0.01%

WASHINGTON TRUST BANK

10.92K

Jun 30, 26

-100

0.01%

Private Wealth Management Group, LLC

10.90K

Jun 30, 26

-6.45K

0.01%

LIFELONG WEALTH ADVISORS, INC.

10.89K

Jun 30, 26

-1.69K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

10.78K

Jun 30, 26

-370

0.01%

HSBC HOLDINGS PLC

10.71K

Jun 30, 26

-1.33K

0.01%

Foster Group, Inc.

10.70K

Jun 30, 26

-1.09K

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

10.57K

Jun 30, 26

0.01%

Falcon Wealth Planning

10.52K

Jun 30, 26

-2.58K

0.01%

Xena Financial Planning, LLC

10.46K

Jun 30, 26

-1.18K

0.01%

TRUST CO OF TOLEDO NA /OH/

10.42K

Jun 30, 26

+10.42K

0.01%

Garde Capital, Inc.

10.32K

Jun 30, 26

+28

0.01%

Gemmer Asset Management LLC

10.27K

Jun 30, 26

+264

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

10.20K

Jun 30, 26

+110

0.01%

Larson Financial Group LLC

10.08K

Jun 30, 26

+359

0.01%

BlueStem Wealth Partners, LLC

9.98K

Jun 30, 26

+1.79K

0.01%

PRESILIUM PRIVATE WEALTH, LLC

9.96K

Jun 30, 26

-440

0.01%

BLB&B Advisors, LLC

9.94K

Jun 30, 26

-515

0.01%

Meridian Wealth Partners, LLC

9.83K

Jun 30, 26

-60

0.01%

Navigation Group, LLC

9.58K

Jun 30, 26

+52

0.01%

RW Investment Management LLC

9.47K

Jun 30, 26

+435

0.01%

Onyx Bridge Wealth Group LLC

9.31K

Jun 30, 26

+2.21K

0.01%

ASPIRIANT, LLC

9.30K

Jun 30, 26

0.01%

OPPENHEIMER & CO INC

9.29K

Jun 30, 26

+9.29K

0.01%

Plum Street Advisors, LLC

9.29K

Jun 30, 26

+45

0.01%

RITHOLTZ WEALTH MANAGEMENT

9.25K

Jun 30, 26

+2.05K

0.01%

McAdam, LLC

9.23K

Jun 30, 26

+384

0.01%

Argentarii, LLC

9.00K

Jun 30, 26

0.01%

TME FINANCIAL, INC.

9.00K

Jun 30, 26

-411

0.01%

SAX WEALTH ADVISORS, LLC

8.88K

Jun 30, 26

+831

0.01%

Montecito Bank & Trust

8.84K

Jun 30, 26

+700

0.01%

Caprock Group, LLC

8.72K

Jun 30, 26

+64

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

8.69K

Jun 30, 26

-1.61K

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

8.60K

Jun 30, 26

0.01%

Keystone Financial Services

8.58K

Jun 30, 26

-1.49K

0.01%

Great Diamond Partners, LLC

8.51K

Jun 30, 26

+1.39K

0.01%

PRIVATE TRUST CO NA

8.47K

Jun 30, 26

-994

0.01%

AE Wealth Management LLC

8.40K

Jun 30, 26

+554

0.01%

EverSource Wealth Advisors, LLC

8.28K

Jun 30, 26

-1.09K

0.01%

MOLLER FINANCIAL SERVICES

8.26K

Jun 30, 26

-61

0.01%

Pathstone Holdings, LLC

8.25K

Jun 30, 26

+66

0.01%

RED REEF ADVISORS LLC

8.24K

Jun 30, 26

+1.27K

0.01%

Higgins & Schmidt Wealth Strategies LLC

8.22K

Jun 30, 26

-590

0.01%

GenTrust, LLC

8.13K

Jun 30, 26

0.01%

SEVEN MILE ADVISORY

8.10K

Jun 30, 26

+8.10K

0.01%

Valeo Financial Advisors, LLC

8.03K

Jun 30, 26

0.01%

SIGMA INVESTMENT COUNSELORS INC

8.02K

Jun 30, 26

+150

0.01%

Catalytic Wealth RIA, LLC

7.95K

Jun 30, 26

-557

0.01%

Richard P Slaughter Associates Inc

7.95K

Jun 30, 26

+1.34K

0.01%

Wealth Alliance

7.92K

Jun 30, 26

-3.30K

0.01%

Williams & Novak, LLC

7.85K

Jun 30, 26

0.01%

Per Stirling Capital Management, LLC.

7.76K

Jun 30, 26

-254

0.01%

BRADLEY FOSTER & SARGENT INC/CT

7.67K

Jun 30, 26

0.01%

Gateway Wealth Partners, LLC

7.63K

Jun 30, 26

-11.38K

0.01%

RETIREMENT INCOME SOLUTIONS, INC

7.63K

Jun 30, 26

0.01%

McCartney Wealth Management LLC

7.56K

Jun 30, 26

-228

0.01%

Hoxton Planning & Management, LLC

7.49K

Jun 30, 26

-536

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

7.46K

Jun 30, 26

+638

0.01%

Community Bank, N.A.

7.38K

Jun 30, 26

-69

0.01%

SCS Capital Management LLC

7.28K

Jun 30, 26

-241

0.01%

LifePlan Investment Advisors, Inc.

7.21K

Jun 30, 26

-2.83K

0.01%

THEORY FINANCIAL LLC

7.18K

Jun 30, 26

-1.09K

0.01%

Elwood & Goetz Wealth Advisory Group, LLC

7.16K

Jun 30, 26

-319

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

7.16K

Jun 30, 26

-1.17K

0.01%

Ryan Investment Management, Inc.

7.14K

Jun 30, 26

+736

0.01%

AdvisorNet Financial, Inc

7.14K

Jun 30, 26

+2.44K

0.01%

Cypress Wealth Services, LLC

7.12K

Jun 30, 26

-992

0.01%

RHS Financial, LLC

7.07K

Jun 30, 26

-742

0.01%

Stratos Wealth Partners, LTD.

7.01K

Jun 30, 26

-180

0.01%

CoreCap Advisors, LLC

6.96K

Jun 30, 26

+84

0.01%

Noble Wealth Partners LLC

6.96K

Jun 30, 26

+6.96K

0.01%

Cranbrook Wealth Management, LLC

6.94K

Jun 30, 26

+990

0.01%

Sharper & Granite LLC

6.85K

Jun 30, 26

-15

0.01%

CUTLER INVESTMENT COUNSEL LLC

6.78K

Jun 30, 26

-689

0.01%

Cornerstone Planning Group LLC

6.74K

Jun 30, 26

-340

0.01%

Cornerstone Financial Management LLC

6.73K

Jun 30, 26

+207

0.01%

Freestone Capital Holdings, LLC

6.72K

Jun 30, 26

+64

0.01%

Warren Street Wealth Advisors, LLC

6.72K

Jun 30, 26

-751

0.01%

Daiwa Securities Group Inc.

6.70K

Jun 30, 26

+6.70K

0.01%

LAIRD NORTON TRUST COMPANY, LLC

6.69K

Jun 30, 26

-1.50K

0.01%

CAPE ANN SAVINGS BANK

6.67K

Jun 30, 26

+305

0.01%

Topel & Distasi Wealth Management, LLC

6.61K

Jun 30, 26

-568

0.00%

Winter & Associates, Inc.

6.52K

Jun 30, 26

+6.52K

0.00%

Atria Investments, Inc

6.52K

Jun 30, 26

-4.95K

0.00%

Hughes Financial Services, LLC

6.51K

Jun 30, 26

+75

0.00%

Causey Wealth LLC

6.46K

Jun 30, 26

+31

0.00%

Tempus Wealth Planning, LLC

6.46K

Jun 30, 26

+179

0.00%

Keener Financial Planning LLC

6.45K

Jun 30, 26

-5

0.00%

Peak Financial Management, Inc.

6.41K

Jun 30, 26

-85

0.00%

Venturi Wealth Management, LLC

6.37K

Jun 30, 26

+70

0.00%

R. W. Roge & Company, Inc.

6.37K

Jun 30, 26

0.00%

Continuum Advisory, LLC

6.34K

Jun 30, 26

-1.30K

0.00%

WT Wealth Management

6.25K

Jun 30, 26

-123

0.00%

BRIGHTON JONES LLC

6.25K

Jun 30, 26

-923

0.00%

Aaron Wealth Advisors LLC

6.22K

Jun 30, 26

-404

0.00%

Capasso Planning Partners LLC

6.19K

Jun 30, 26

-8

0.00%

MARINO, STRAM & ASSOCIATES LLC

6.12K

Jun 30, 26

+44

0.00%

SPINNAKER TRUST

6.06K

Jun 30, 26

-12

0.00%

MOGY JOEL R INVESTMENT COUNSEL INC

6.04K

Jun 30, 26

0.00%

Apollon Wealth Management, LLC

5.98K

Jun 30, 26

-584

0.00%

Bigelow Investment Advisors, LLC

5.97K

Jun 30, 26

0.00%

Empowered Funds, LLC

5.97K

Jun 30, 26

+240

0.00%

Kingsview Wealth Management, LLC

5.89K

Jun 30, 26

-316

0.00%

Sage Mountain Advisors LLC

5.88K

Jun 30, 26

0.00%

Armstrong, Fleming & Moore, Inc

5.79K

Jun 30, 26

0.00%

AQR CAPITAL MANAGEMENT LLC

5.77K

Jun 30, 26

+5.77K

0.00%

West Wealth Group, LLC

5.72K

Jun 30, 26

+484

0.00%

Strategic Blueprint, LLC

5.67K

Jun 30, 26

+15

0.00%

Financial Planning Fort Collins, LLC

5.66K

Jun 30, 26

-276

0.00%

Morton Brown Family Wealth, LLC

5.65K

Jun 30, 26

-395

0.00%

W ADVISORS, LLC

5.64K

Jun 30, 26

0.00%

Asempa Wealth Advisors

5.48K

Jun 30, 26

-15

0.00%

KPP Advisory Services LLC

5.45K

Jun 30, 26

-73

0.00%

Financial Futures Ltd Liability Co.

5.45K

Jun 30, 26

-705

0.00%

ROGCO, LP

5.40K

Jun 30, 26

0.00%

GLENMEDE TRUST CO NA

5.38K

Jun 30, 26

+3.60K

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

5.34K

Jun 30, 26

-233

0.00%

Keystone Wealth Services, LLC

5.32K

Jun 30, 26

0.00%

Eqis Capital Management, Inc.

5.28K

Jun 30, 26

-382

0.00%

WEALTHGARDEN F.S. LLC

5.28K

Jun 30, 26

-1.07K

0.00%

Institute for Wealth Management, LLC.

5.15K

Jun 30, 26

+754

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

5.14K

Jun 30, 26

-265

0.00%

Bison Wealth, LLC

5.10K

Jun 30, 26

+36

0.00%

Old Peak Finance LLC

5.09K

Jun 30, 26

+18

0.00%

Keebeck Wealth Management, LLC

5.09K

Jun 30, 26

0.00%

Francis Financial, Inc.

5.03K

Jun 30, 26

+5.03K

0.00%

Bogart Wealth, LLC

5.02K

Jun 30, 26

-43

0.00%

COURIER CAPITAL LLC

4.97K

Jun 30, 26

-685

0.00%

Veridan Wealth LLC

4.96K

Jun 30, 26

-844

0.00%

Odyssey Group, LLC

4.96K

Jun 30, 26

+4.96K

0.00%

Etesian Wealth Advisors, Inc.

4.95K

Jun 30, 26

+109

0.00%

Rossby Financial, LCC

4.94K

Jun 30, 26

-34

0.00%

Traveka Wealth, LLC

4.92K

Jun 30, 26

-321

0.00%

Armbruster Capital Management, Inc.

4.90K

Jun 30, 26

-100

0.00%

PFG Advisors

4.84K

Jun 30, 26

-344

0.00%

Gladstone Institutional Advisory LLC

4.84K

Jun 30, 26

-1.22K

0.00%

Elmwood Wealth Management, Inc.

4.81K

Jun 30, 26

0.00%

VERUS CAPITAL PARTNERS, LLC

4.79K

Jun 30, 26

+11

0.00%

PLANNING ALTERNATIVES LTD /ADV

4.79K

Jun 30, 26

-33

0.00%

CFM WEALTH PARTNERS LLC

4.74K

Jun 30, 26

-1.91K

0.00%

Heritage Family Offices, LLP

4.73K

Jun 30, 26

+4.73K

0.00%

Pacific Excel Wealth Advisors, Inc.

4.73K

Jun 30, 26

+4.73K

0.00%

Bangor Savings Bank

4.70K

Jun 30, 26

+91

0.00%

VALLEY NATIONAL ADVISERS INC

4.67K

Jun 30, 26

-6

0.00%

Worth Financial Advisory Group, LLC

4.66K

Jun 30, 26

+4.66K

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

4.62K

Jun 30, 26

-107

0.00%

True Link Financial Advisors, LLC

4.61K

Jun 30, 26

-430

0.00%

JB Capital LLC

4.60K

Jun 30, 26

-1.08K

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

4.60K

Jun 30, 26

0.00%

Csenge Advisory Group

4.60K

Jun 30, 26

-338

0.00%

J.W. COLE ADVISORS, INC.

4.59K

Jun 30, 26

-597

0.00%

Oregon Pacific Wealth Management, LLC

4.58K

Jun 30, 26

-1.31K

0.00%

Plan A Wealth LLC

4.49K

Jun 30, 26

0.00%

SK Wealth Management, LLC

4.47K

Jun 30, 26

+32

0.00%

EFG International AG

4.45K

Jun 30, 26

+2.49K

0.00%

Patriot Financial Group Insurance Agency, LLC

4.42K

Jun 30, 26

-5.79K

0.00%

Eley Financial Management, Inc

4.40K

Jun 30, 26

-287

0.00%

Leverty Financial Group, LLC

4.39K

Jun 30, 26

+4.39K

0.00%

Gen-Wealth Partners Inc

4.39K

Jun 30, 26

-574

0.00%

1ST SOURCE BANK

4.36K

Jun 30, 26

-58

0.00%

Livet Wealth, LLC

4.36K

Jun 30, 26

-381

0.00%

DeDora Capital, Inc.

4.36K

Jun 30, 26

+4.36K

0.00%

Fifth Third Wealth Advisors LLC

4.36K

Jun 30, 26

+4.36K

0.00%

MBE Wealth Management, LLC

4.34K

Jun 30, 26

-753

0.00%

DWR WEALTH MANAGEMENT, LLC

4.34K

Jun 30, 26

+4.34K

0.00%

Tradition Wealth Management, LLC

4.33K

Jun 30, 26

-83

0.00%

Symmetry Partners, LLC

4.27K

Jun 30, 26

+4.27K

0.00%

Fingerlakes Wealth Management, Inc.

4.25K

Jun 30, 26

+4.25K

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

4.22K

Jun 30, 26

-815

0.00%

SWEENEY & MICHEL, LLC

4.17K

Jun 30, 26

-425

0.00%

WBH ADVISORY INC

4.17K

Jun 30, 26

-1.00K

0.00%

Summit Financial, LLC

4.16K

Jun 30, 26

+4.16K

0.00%

Liberty Atlantic Advisors LLC

4.14K

Jun 30, 26

-595

0.00%

Integrity Advisory Solutions, LLC

4.12K

Jun 30, 26

+4.12K

0.00%

Bright Futures Wealth Management, LLC.

4.08K

Jun 30, 26

+4.08K

0.00%

VERITY Wealth Advisors

4.06K

Jun 30, 26

+4.06K

0.00%

Family Investment Center, Inc.

4.06K

Jun 30, 26

+4.06K

0.00%

Capital Asset Advisory Services LLC

4.05K

Jun 30, 26

-1.25K

0.00%

Financial Alternatives, Inc

4.05K

Jun 30, 26

+4.05K

0.00%

Russell Investments Group, Ltd.

4.04K

Jun 30, 26

+3.44K

0.00%

SENTINEL TRUST CO LBA

4.02K

Jun 30, 26

+4.02K

0.00%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

3.97K

Jun 30, 26

+3.97K

0.00%

Rockbridge Investment Management, LCC

3.96K

Jun 30, 26

+3.96K

0.00%

Hamrick Investment Counsel, llc

3.96K

Jun 30, 26

-90

0.00%

TD PRIVATE CLIENT WEALTH LLC

3.94K

Jun 30, 26

-280

0.00%

FIDUCIARY COUNSELLING INC

3.93K

Jun 30, 26

+1.86K

0.00%

Addison Advisors LLC

3.91K

Jun 30, 26

-6.74K

0.00%

MACROVIEW INVESTMENT MANAGEMENT LLC

3.91K

Jun 30, 26

+3.91K

0.00%

Darden Wealth Group Inc

3.90K

Jun 30, 26

+3.90K

0.00%

Brewster Financial Planning LLC

3.90K

Jun 30, 26

+3.90K

0.00%

VANGUARD ADVISERS INC

3.88K

Jun 30, 26

+73

0.00%

Sovereign Financial Group, Inc.

3.87K

Jun 30, 26

+3.87K

0.00%

Values Added Financial LLC

3.86K

Jun 30, 26

-928

0.00%

Mount Yale Investment Advisors, LLC

3.86K

Jun 30, 26

-1.31K

0.00%

BSW Wealth Partners

3.85K

Jun 30, 26

+3.85K

0.00%

AMERICAN FINANCIAL & TAX STRATEGIES INC

3.82K

Jun 30, 26

+3.82K

0.00%

Evergreen Private Wealth LLC

3.81K

Jun 30, 26

0.00%

Orin Green Financial, LLC

3.75K

Jun 30, 26

+3.75K

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

3.75K

Jun 30, 26

+3.75K

0.00%

Ascent Group, LLC

3.72K

Jun 30, 26

+3.72K

0.00%

Shared Vision Wealth Group LLC

3.71K

Jun 30, 26

+3.71K

0.00%

Meridian Wealth Management, LLC

3.70K

Jun 30, 26

+3.70K

0.00%

Chicago Wealth Management, Inc.

3.70K

Jun 30, 26

+3.70K

0.00%

Trek Financial, LLC

3.70K

Jun 30, 26

+3.70K

0.00%

Dorsey & Whitney Trust CO LLC

3.66K

Jun 30, 26

+3.66K

0.00%

Smartleaf Asset Management LLC

3.64K

Jun 30, 26

0.00%

Dynamic Wealth Strategies, LLC

3.51K

Jun 30, 26

0.00%

UNION SAVINGS BANK

3.49K

Jun 30, 26

-97

0.00%

IFG Advisory, LLC

3.48K

Jun 30, 26

+3.48K

0.00%

TFC Financial Management, Inc.

3.42K

Jun 30, 26

+93

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.42K

Jun 30, 26

+191

0.00%

Urban Financial Advisory Corp

3.23K

Jun 30, 26

+2.48K

0.00%

American Capital Advisory, LLC

2.83K

Jun 30, 26

-176

0.00%

MANNING & NAPIER ADVISORS LLC

2.78K

Jun 30, 26

-248

0.00%

Transamerica Financial Advisors, Inc.

2.69K

Jun 30, 26

+923

0.00%

SIGNATUREFD, LLC

2.69K

Jun 30, 26

-562

0.00%

Basecamp Wealth Advisors LLC

2.48K

Jun 30, 26

0.00%

Finley Financial, LLC

2.42K

Jun 30, 26

0.00%

AlphaCore Capital LLC

2.26K

Jun 30, 26

+81

0.00%

GGM Financials LLC

2.24K

Jun 30, 26

+16

0.00%

TSFG, LLC

2.20K

Jun 30, 26

+2.20K

0.00%

MOTCO

2.18K

Jun 30, 26

0.00%

Spire Wealth Management

2.04K

Jun 30, 26

+59

0.00%

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

2.00K

Jun 30, 26

-213

0.00%

TRUST CO OF VERMONT

1.99K

Jun 30, 26

+1.99K

0.00%

Rosenberg Matthew Hamilton

1.95K

Jun 30, 26

0.00%

WPG Advisers, LLC

1.91K

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

1.90K

Jun 30, 26

-25

0.00%

Founders Financial Alliance, LLC

1.82K

Jun 30, 26

+1.11K

0.00%

PRUDENTIAL PLC

1.80K

Jun 30, 26

+1.80K

0.00%

Gould Capital, LLC

1.80K

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

1.76K

Jun 30, 26

-660

0.00%

Clean Yield Group

1.71K

Jun 30, 26

0.00%

Covestor Ltd

1.69K

Jun 30, 26

-34

0.00%

DEUTSCHE BANK AG\

1.59K

Jun 30, 26

+929

0.00%

Frankly Finances, LLC

1.59K

Jun 30, 26

+1.59K

0.00%

WealthCollab, LLC

1.56K

Jun 30, 26

0.00%

4Thought Financial Group Inc.

1.49K

Jun 30, 26

-38

0.00%

North Star Investment Management Corp.

1.45K

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

1.45K

Jun 30, 26

+179

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

1.33K

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

1.27K

Jun 30, 26

+1.27K

0.00%

Smithfield Trust Co

1.14K

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

1.11K

Jun 30, 26

+298

0.00%

C M BIDWELL & ASSOCIATES LTD

1.10K

Jun 30, 26

-79

0.00%

AMERICAN NATIONAL BANK

1.10K

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

1.05K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.01K

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

934

Jun 30, 26

0.00%

GAMMA Investing LLC

931

Jun 30, 26

+772

0.00%

Hurley Capital, LLC

889

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

869

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

853

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

842

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

824

Jun 30, 26

0.00%

Dunhill Financial, LLC

769

Jun 30, 26

0.00%

MJT & Associates Financial Advisory Group, Inc.

722

Jun 30, 26

+84

0.00%

Golden State Wealth Management, LLC

711

Jun 30, 26

0.00%

Vision Retirement, LLC

704

Jun 30, 26

0.00%

BOK Financial Private Wealth, Inc.

701

Jun 30, 26

0.00%

HOWE & RUSLING INC

667

Jun 30, 26

-1

0.00%

NBC SECURITIES, INC.

651

Jun 30, 26

0.00%

IFP Advisors, Inc

591

Jun 30, 26

-737

0.00%

TOMPKINS FINANCIAL CORP

590

Jun 30, 26

0.00%

NBT BANK N A /NY

578

Jun 30, 26

-194

0.00%

FAS Wealth Partners, Inc.

518

Jun 30, 26

+10

0.00%

CVA Family Office, LLC

475

Jun 30, 26

0.00%

Rice Partnership, LLC

474

Jun 30, 26

-54

0.00%

Strategic Wealth Advisors LLC

466

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

462

Jun 30, 26

+462

0.00%

Keating Financial Advisory Services, Inc.

420

Jun 30, 26

0.00%

Crewe Advisors LLC

395

Jun 30, 26

0.00%

Highland Investment Advisors LLC

393

Jun 30, 26

+393

0.00%

Manchester Capital Management LLC

375

Jun 30, 26

+375

0.00%

HANTZ FINANCIAL SERVICES, INC.

375

Jun 30, 26

0.00%

Ancora Advisors, LLC

373

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

366

Jun 30, 26

+366

0.00%

MCF Advisors LLC

360

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

354

Jun 30, 26

0.00%

Timbuktu Capital Management, LLC

341

Jun 30, 26

+341

0.00%

GILL CAPITAL PARTNERS, LLC

325

Jun 30, 26

0.00%

BLUELINE ADVISORS LLC

313

Jun 30, 26

-20

0.00%

Commonwealth Retirement Investments LLC

294

Jun 30, 26

+294

0.00%

Bravera Wealth

290

Jun 30, 26

0.00%

Ameritas Investment Partners, Inc.

290

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

260

Jun 30, 26

-385

0.00%

Ares Financial Consulting, LLC

241

Jun 30, 26

-9

0.00%

JDM Financial Group LLC

241

Jun 30, 26

0.00%

WealthShield Partners, LLC

236

Jun 30, 26

-24.36K

0.00%

Tradewinds Capital Management, LLC

214

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

212

Jun 30, 26

0.00%

Kilter Group LLC

205

Jun 30, 26

-69

0.00%

AMERIFLEX GROUP, INC.

204

Jun 30, 26

+104

0.00%

Center for Financial Planning, Inc.

199

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

191

Jun 30, 26

-50

0.00%

Midway Capital Research & Management

178

Jun 30, 26

0.00%

Centerpoint Advisors, LLC

178

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

172

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

167

Jun 30, 26

0.00%

MASECO LLP

165

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

160

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

158

Jun 30, 26

+158

0.00%

1 NORTH WEALTH SERVICES LLC

145

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

138

Jun 30, 26

0.00%

Front Row Advisors LLC

120

Jun 30, 26

0.00%

Abound Wealth Management

100

Jun 30, 26

0.00%

GW&K Investment Management, LLC

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

+11

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

+72

0.00%

JPL Wealth Management, LLC

Jun 30, 26

+72

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

-8

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

XP Advisory US, Inc.

Jun 30, 26

+49

0.00%

Portfolio Resources Advisor Group, Inc.

Jun 30, 26

+45

0.00%

BARRETT & COMPANY, INC.

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

0.00%

Key Capital Management, INC

Jun 30, 26

-14

0.00%

Financial Life Planners

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

+26

0.00%

Colonial Trust Advisors

Jun 30, 26

+26

0.00%

Caitlin John, LLC

Jun 30, 26

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

0.00%

Key FInancial Inc

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

RMG Wealth Management LLC

Jun 30, 26

+14

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

0.00%

Davis Capital Management

Jun 30, 26

0.00%

3Chopt Investment Partners, LLC

Jun 30, 26

0.00%

Retirement Wealth Solutions LLC

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

Glassman Wealth Services

Jun 30, 26

0.00%

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-29.67K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-23.58K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-1.75K

Nearwater Capital Markets, Ltd

Jun 30, 26

-200.00K

Clarity Asset Management, Inc.

Jun 30, 26

-406

Raleigh Capital Management Inc.

Jun 30, 26

-27

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-87.41K

Bank Julius Baer & Co. Ltd, Zurich

Jun 30, 26

-2.99K

CAPITOLIS LIQUID GLOBAL MARKETS LLC

Jun 30, 26

-470.60K

Qube Research & Technologies Ltd

Jun 30, 26

-1.81K

Scarborough Advisors, LLC

Jun 30, 26

-1.44K

Engineers Gate Manager LP

Jun 30, 26

-30.29K

Independent Advisor Alliance

Jun 30, 26

-8.43K

Ethic Inc.

Jun 30, 26

-36.34K

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-5.96K

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-1.55K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-632

Squarepoint Ops LLC

Jun 30, 26

-18.55K

SouthState Corp

Jun 30, 26

-321

WFA of San Diego, LLC

Jun 30, 26

-577

Destiny Wealth Partners, LLC

Jun 30, 26

-2.09K

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-100

Root Financial Partners, LLC

Jun 30, 26

-2.04K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-24.91K

IHT Wealth Management, LLC

Jun 30, 26

-5.10K

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

Jun 30, 26

-34.98K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-439

EVOKE WEALTH, LLC

Jun 30, 26

-97.88K

Neumann Capital Management, LLC

Jun 30, 26

-34.05K

Merkkuri Wealth Advisors LLC

Jun 30, 26

-1

Golden State Equity Partners

Jun 30, 26

-2.82K

Medallion Wealth Advisors, LLC

Jun 30, 26

-28

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

-346.80K

TPG Financial Advisors, LLC

Jun 30, 26

-4.71K

HRT FINANCIAL LP

Jun 30, 26

-18.95K

DRW Securities, LLC

Jun 30, 26

-43.73K

rebel Financial LLC

69.27K

Mar 31, 26

-8.12K

0.05%

North Berkeley Wealth Management, LLC

54.05K

Mar 31, 26

+54.05K

0.04%

CWM, LLC

52.62K

Mar 31, 26

+16.15K

0.04%

CANANDAIGUA NATIONAL CORP

28.25K

Mar 31, 26

+28.25K

0.02%

Opes Wealth Management LLC

21.65K

Mar 31, 26

-1.56K

0.02%

Smart Portfolios, LLC

15.53K

Mar 31, 26

+344

0.01%

Charter Oak Capital Management, LLC

5.44K

Mar 31, 26

+364

0.00%

McIlrath & Eck, LLC

928

Mar 31, 26

-73

0.00%

USA Financial Portformulas Corp

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

0.00%

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%

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%

ORG Partners LLC

Dec 31, 25

-39

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+13

0.00%

Capitolis Liquid Global Markets LLC

Dec 31, 25

-128.90K

Blue Barn Wealth, LLC

Dec 31, 25

-4.81K

GPS Wealth Strategies Group, LLC

Dec 31, 25

-9.66K

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

0.04%

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

3.62%

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

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-416

First Command Bank

Jun 30, 23

-567

BMS Financial Advisors, LLC

Jun 30, 23

-10.47K

Financial Architects, Inc

Jun 30, 23

-6.75K

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

4.26%

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%

ACG Wealth

Sep 30, 22

-250

Spearhead Capital Advisors, LLC

Sep 30, 22

-7.46K

Karp Capital Management Corp

Sep 30, 22

-9.17K

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

0.12%

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%