iShares ESG Aware MSCI USA ETF(ESGU)

$164.75—

Chart

iShares ESG Aware MSCI USA ETF(ESGU)

NASDAQ

$164.75—

Chart Studio

ESGU(ESGU)

ESGU

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

Institutional Ownership

Top 1037 Institutional Holders

Holder	Shares	Date	Change	% Held
Affinity Capital Advisors, LLC	146.61K	Jun 30, 26	-2.84K	0.14%
Apella Capital, LLC	70.79K	Jun 30, 26	-1.04K	0.07%
Archer Investment Management, LLC	33.19K	Jun 30, 26	+693	0.03%
Pioneer Wealth Management Group	25.23K	Jun 30, 26	+4.89K	0.02%
ZRC WEALTH MANAGEMENT, LLC	25.01K	Jun 30, 26	+389	0.02%
Foster Group, Inc.	24.60K	Jun 30, 26	-81	0.02%
SigFig Wealth Management, LLC	21.77K	Jun 30, 26	-521	0.02%
Ridgeline Wealth, LLC	18.21K	Jun 30, 26	-153	0.02%
Strategic Point Investment Advisors, LLC	12.39K	Jun 30, 26	+95	0.01%
Dynamic Advisor Solutions LLC	9.32K	Jun 30, 26	-30	0.01%
Ryan Investment Management, Inc.	8.96K	Jun 30, 26	+4.32K	0.01%
HOWARD FINANCIAL SERVICES, LTD.	4.79K	Jun 30, 26	+8	0.00%
Trilogy Capital Inc.	4.71K	Jun 30, 26	-5	0.00%
CLUNE & ASSOCIATES, LTD.	4.24K	Jun 30, 26	--	0.00%
Bison Wealth, LLC	4.17K	Jun 30, 26	+6	0.00%
EASTERN BANK	3.63K	Jun 30, 26	--	0.00%
CX Institutional	3.28K	Jun 30, 26	--	0.00%
Finley Financial, LLC	2.86K	Jun 30, 26	--	0.00%
PRIVATE CLIENT SERVICES, LLC	2.38K	Jun 30, 26	+1	0.00%
Fermata Advisors, LLC	1.75K	Jun 30, 26	-110	0.00%
Graves Light Lenhart Wealth, Inc.	1.44K	Jun 30, 26	--	0.00%
Cooper Financial Group	1.41K	Jun 30, 26	-18	0.00%
Greenfield Savings Bank	1.40K	Jun 30, 26	+1.40K	0.00%
HARBOR INVESTMENT ADVISORY, LLC	527	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	480	Jun 30, 26	--	0.00%
ATWOOD & PALMER INC	1	Jun 30, 26	--	0.00%
GK Wealth Management LLC	--	Jun 30, 26	-2.39K	--
GAMMA Investing LLC	--	Jun 30, 26	-29	--
BANK OF AMERICA CORP /DE/	13.80M	Mar 31, 26	+467.56K	12.84%
JPMORGAN CHASE & CO	10.01M	Mar 31, 26	-281.57K	9.31%
NORTHERN TRUST CORP	5.14M	Mar 31, 26	-22.49K	4.78%
GOLDMAN SACHS GROUP INC	4.05M	Mar 31, 26	+31.23K	3.77%
Betterment LLC	4.04M	Mar 31, 26	+117.32K	3.76%
Acorns Advisers, LLC	2.65M	Mar 31, 26	+86.58K	2.47%
Wealthfront Advisers LLC	2.65M	Mar 31, 26	+54.89K	2.46%
BlackRock, Inc.	2.36M	Mar 31, 26	+253.51K	2.19%
ENVESTNET ASSET MANAGEMENT INC	2.10M	Mar 31, 26	+162.93K	1.95%
MORGAN STANLEY	1.78M	Mar 31, 26	-831.85K	1.66%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	1.31M	Mar 31, 26	+1.31M	1.22%
WELLS FARGO & COMPANY/MN	1.29M	Mar 31, 26	-768.53K	1.20%
LPL Financial LLC	1.18M	Mar 31, 26	+21.29K	1.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.07M	Mar 31, 26	+46.01K	1.00%
FIDUCIARY TRUST CO	697.20K	Mar 31, 26	+18.72K	0.65%
ROYAL BANK OF CANADA	521.79K	Mar 31, 26	-7.51K	0.49%
Empower Advisory Group, LLC	503.65K	Mar 31, 26	-258.26K	0.47%
COMMONWEALTH EQUITY SERVICES, LLC	369.66K	Mar 31, 26	-6.62K	0.34%
Ally Invest Advisors Inc.	348.20K	Mar 31, 26	+12.87K	0.32%
Miracle Mile Advisors, LLC	344.53K	Mar 31, 26	+31.48K	0.32%
AMERIPRISE FINANCIAL INC	342.39K	Mar 31, 26	-19.66K	0.32%
Clearstead Advisors, LLC	337.90K	Mar 31, 26	+335.30K	0.31%
Envestnet Portfolio Solutions, Inc.	330.86K	Mar 31, 26	-2.64K	0.31%
HighTower Advisors, LLC	325.21K	Mar 31, 26	+18.76K	0.30%
Creative Planning	313.43K	Mar 31, 26	+3.74K	0.29%
CITIGROUP INC	302.01K	Mar 31, 26	-158.86K	0.28%
UBS Group AG	299.51K	Mar 31, 26	+5.15K	0.28%
Cetera Investment Advisers	276.08K	Mar 31, 26	+395	0.26%
FMR LLC	275.85K	Mar 31, 26	+42.11K	0.26%
MERCER GLOBAL ADVISORS INC /ADV	270.19K	Mar 31, 26	+144	0.25%
CWM, LLC	263.83K	Mar 31, 26	-13.85K	0.25%
IMPACTfolio, LLC	261.45K	Mar 31, 26	-27.75K	0.24%
ALLIANCEBERNSTEIN L.P.	243.48K	Mar 31, 26	+69.34K	0.23%
ALESCO ADVISORS LLC	241.55K	Mar 31, 26	-7.25K	0.22%
Brookstone Capital Management	241.48K	Mar 31, 26	+17.76K	0.22%
Cambridge Investment Research Advisors, Inc.	239.94K	Mar 31, 26	+47.83K	0.22%
MISSION WEALTH MANAGEMENT, LP	222.36K	Mar 31, 26	-2.97K	0.21%
PARK AVENUE SECURITIES LLC	205.63K	Mar 31, 26	-310	0.19%
RAYMOND JAMES FINANCIAL INC	197.41K	Mar 31, 26	-24.92K	0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	192.35K	Mar 31, 26	-18.03K	0.18%
Ashton Thomas Private Wealth, LLC	186.05K	Mar 31, 26	-1.31K	0.17%
Beacon Pointe Advisors, LLC	177.71K	Mar 31, 26	+59.91K	0.17%
Joel Isaacson & Co., LLC	176.96K	Mar 31, 26	+361	0.16%
KEYBANK NATIONAL ASSOCIATION/OH	165.01K	Mar 31, 26	-61.06K	0.15%
MML INVESTORS SERVICES, LLC	161.41K	Mar 31, 26	-21.11K	0.15%
Rock Creek Group, LP	161.10K	Mar 31, 26	--	0.15%
Sand Hill Global Advisors, LLC	157.31K	Mar 31, 26	+2.30K	0.15%
Affinity Capital Advisors, LLC	149.45K	Mar 31, 26	-1.14K	0.14%
CI Private Wealth, LLC	144.19K	Mar 31, 26	+11.41K	0.13%
ADVISOR GROUP HOLDINGS, INC.	143.19K	Mar 31, 26	-58.82K	0.13%
Erickson Financial Group, LLC	136.41K	Mar 31, 26	+2.63K	0.13%
FLPUTNAM INVESTMENT MANAGEMENT CO	128.26K	Mar 31, 26	+1.66K	0.12%
Cartesian Growth Corp	123.50K	Mar 31, 26	+5.09K	0.11%
CHOREO, LLC	121.00K	Mar 31, 26	-3.15K	0.11%
Integrated Wealth Concepts LLC	120.90K	Mar 31, 26	+29.47K	0.11%
Mariner, LLC	118.13K	Mar 31, 26	-4.68K	0.11%
Cerity Partners LLC	116.60K	Mar 31, 26	+20.85K	0.11%
Janney Montgomery Scott LLC	105.74K	Mar 31, 26	+383	0.10%
NewEdge Advisors, LLC	104.45K	Mar 31, 26	-12.52K	0.10%
Sharkey, Howes & Javer	101.74K	Mar 31, 26	-5.84K	0.09%
One Wealth Advisors, LLC	101.42K	Mar 31, 26	-4.58K	0.09%
HARBOUR INVESTMENTS, INC.	97.00K	Mar 31, 26	+2.89K	0.09%
Facet Wealth, Inc.	90.74K	Mar 31, 26	+18.62K	0.08%
Van Hulzen Asset Management, LLC	89.84K	Mar 31, 26	-59	0.08%
BANK OF MONTREAL /CAN/	85.84K	Mar 31, 26	+39.39K	0.08%
Blue Edge Capital, LLC	84.92K	Mar 31, 26	-6.38K	0.08%
CLIENT 1ST ADVISORY GROUP, LLC	84.82K	Mar 31, 26	-1.68K	0.08%
SEI INVESTMENTS CO	83.82K	Mar 31, 26	-945	0.08%
STALEY CAPITAL ADVISERS INC	80.00K	Mar 31, 26	--	0.07%
Kestra Advisory Services, LLC	79.17K	Mar 31, 26	+10.84K	0.07%
Relyea Zuckerberg Hanson LLC	78.42K	Mar 31, 26	+201	0.07%
BNP PARIBAS ARBITRAGE, SNC	74.91K	Mar 31, 26	+33.02K	0.07%
Keebeck Wealth Management, LLC	73.21K	Mar 31, 26	-1.49K	0.07%
Plancorp, LLC	72.39K	Mar 31, 26	-673	0.07%
Apella Capital, LLC	71.83K	Mar 31, 26	-7.77K	0.07%
Resources Investment Advisors, LLC.	70.64K	Mar 31, 26	-505	0.07%
Laurel Wealth Planning LLC	70.31K	Mar 31, 26	-2.04K	0.07%
Wealth Architects, LLC	69.84K	Mar 31, 26	+3.99K	0.06%
Clarity Asset Management, Inc.	68.15K	Mar 31, 26	-15.45K	0.06%
TWO SIGMA INVESTMENTS, LP	67.80K	Mar 31, 26	-2.70K	0.06%
NorthRock Partners, LLC	67.68K	Mar 31, 26	-1.02K	0.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	67.28K	Mar 31, 26	+4.81K	0.06%
Fisher Asset Management, LLC	64.96K	Mar 31, 26	+560	0.06%
One Capital Management, LLC	64.78K	Mar 31, 26	+23.92K	0.06%
Prudent Man Advisors, LLC	64.77K	Mar 31, 26	-6.15K	0.06%
Strategic Blueprint, LLC	64.56K	Mar 31, 26	-699	0.06%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	64.44K	Mar 31, 26	-1.94K	0.06%
Klaas Financial Asset Advisors, LLC	61.62K	Mar 31, 26	+434	0.06%
SCHRODER INVESTMENT MANAGEMENT GROUP	61.62K	Mar 31, 26	-3.18K	0.06%
Wealthspire Advisors, LLC	61.37K	Mar 31, 26	-4.88K	0.06%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	61.05K	Mar 31, 26	+760	0.06%
Colony Group, LLC	60.51K	Mar 31, 26	-69	0.06%
Parallel Advisors, LLC	58.62K	Mar 31, 26	+5.32K	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	57.32K	Mar 31, 26	-57	0.05%
WILEY BROS.-AINTREE CAPITAL, LLC	56.76K	Mar 31, 26	+7.49K	0.05%
Modera Wealth Management, LLC	56.52K	Mar 31, 26	-674	0.05%
Cypress Wealth Services, LLC	56.35K	Mar 31, 26	-1.59K	0.05%
Farther Finance Advisors, LLC	56.21K	Mar 31, 26	+3.50K	0.05%
UMB Bank, n.a.	55.34K	Mar 31, 26	+16.42K	0.05%
Sanctuary Advisors, LLC	55.11K	Mar 31, 26	-870	0.05%
RETIREMENT INCOME SOLUTIONS, INC	54.53K	Mar 31, 26	+227	0.05%
CAPTRUST FINANCIAL ADVISORS	53.84K	Mar 31, 26	+2.74K	0.05%
ASSETMARK, INC	53.84K	Mar 31, 26	+2.04K	0.05%
Advisory Services Network, LLC	53.49K	Mar 31, 26	-680	0.05%
Decker Retirement Planning Inc.	50.75K	Mar 31, 26	+5.68K	0.05%
Merit Financial Group, LLC	49.52K	Mar 31, 26	+4.69K	0.05%
CFS Investment Advisory Services, LLC	48.64K	Mar 31, 26	-1.17K	0.05%
TRUIST FINANCIAL CORP	48.36K	Mar 31, 26	-134.45K	0.04%
Atlas Legacy Advisors, LLC	48.04K	Mar 31, 26	+901	0.04%
Private Advisor Group, LLC	43.89K	Mar 31, 26	+3.31K	0.04%
Yukon Wealth Management, Inc.	42.10K	Mar 31, 26	-78	0.04%
Summit Wealth Group, LLC	40.27K	Mar 31, 26	-1.20K	0.04%
SPINNAKER TRUST	40.12K	Mar 31, 26	-692	0.04%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	40.01K	Mar 31, 26	+14	0.04%
McKinley Carter Wealth Services, Inc.	39.93K	Mar 31, 26	+6.77K	0.04%
Aptus Capital Advisors, LLC	39.81K	Mar 31, 26	-1.10K	0.04%
Mutual Advisors, LLC	39.49K	Mar 31, 26	-128	0.04%
Perigon Wealth Management, LLC	39.04K	Mar 31, 26	-368	0.04%
Avise Financial Cooperative, Inc.	38.61K	Mar 31, 26	+3.80K	0.04%
Balanced Rock Investment Advisor	35.99K	Mar 31, 26	+509	0.03%
Banco Santander, S.A.	35.60K	Mar 31, 26	+4.60K	0.03%
Physician Wealth Advisors, Inc.	35.58K	Mar 31, 26	+1.93K	0.03%
ACADIAN ASSET MANAGEMENT LLC	35.25K	Mar 31, 26	+2.27K	0.03%
Mascoma Wealth Management LLC	35.08K	Mar 31, 26	+2.57K	0.03%
Brinker Capital Investments, LLC	34.48K	Mar 31, 26	-2.38K	0.03%
Maia Wealth LLC	33.55K	Mar 31, 26	-1.71K	0.03%
Horst & Graben Wealth Management LLC	33.21K	Mar 31, 26	-509	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.02K	Mar 31, 26	+33.02K	0.03%
PLANNING ALTERNATIVES LTD /ADV	32.56K	Mar 31, 26	-3.21K	0.03%
Archer Investment Management, LLC	32.49K	Mar 31, 26	+26.01K	0.03%
Stratos Wealth Partners, LTD.	31.59K	Mar 31, 26	-117	0.03%
SAGESPRING WEALTH PARTNERS, LLC	30.64K	Mar 31, 26	+337	0.03%
Goodwin Investment Advisory	30.64K	Mar 31, 26	-135	0.03%
Keystone Wealth Services, LLC	30.56K	Mar 31, 26	-217	0.03%
Buckingham Strategic Partners	30.17K	Mar 31, 26	-5.23K	0.03%
Rockefeller Capital Management L.P.	29.72K	Mar 31, 26	+1.61K	0.03%
Steward Partners Investment Advisory, LLC	28.98K	Mar 31, 26	+358	0.03%
GeoWealth Management, LLC	28.80K	Mar 31, 26	+561	0.03%
BROWN ADVISORY INC	28.49K	Mar 31, 26	+8.68K	0.03%
RFG Advisory, LLC	28.07K	Mar 31, 26	-18	0.03%
HRT FINANCIAL LP	27.45K	Mar 31, 26	+4.71K	0.03%
CreativeOne Wealth, LLC	27.43K	Mar 31, 26	+1.51K	0.03%
Weil Company, Inc.	27.27K	Mar 31, 26	+4.44K	0.03%
Balance Wealth, LLC	26.11K	Mar 31, 26	-374	0.02%
WealthPlan Investment Management, LLC	25.77K	Mar 31, 26	+21	0.02%
Equitable Holdings, Inc.	25.48K	Mar 31, 26	-50	0.02%
Moment Partners, LLC	24.86K	Mar 31, 26	-91	0.02%
Jordan Park Group LLC	24.73K	Mar 31, 26	+635	0.02%
ZRC WEALTH MANAGEMENT, LLC	24.62K	Mar 31, 26	+73	0.02%
STIFEL FINANCIAL CORP	24.12K	Mar 31, 26	-991	0.02%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	24.07K	Mar 31, 26	+63	0.02%
FLC Capital Advisors	23.97K	Mar 31, 26	-104	0.02%
Savant Capital, LLC	23.69K	Mar 31, 26	-1.23K	0.02%
HB Wealth Management, LLC	23.58K	Mar 31, 26	-97	0.02%
WT Wealth Management	23.52K	Mar 31, 26	-2.85K	0.02%
Opes Wealth Management LLC	23.33K	Mar 31, 26	+70	0.02%
SOFI WEALTH, LLC	23.13K	Mar 31, 26	+4.55K	0.02%
MA Private Wealth	23.10K	Mar 31, 26	-97	0.02%
WEDBUSH SECURITIES INC	23.07K	Mar 31, 26	-133	0.02%
IEQ CAPITAL, LLC	22.74K	Mar 31, 26	-377	0.02%
Bank of New York Mellon Corp	22.56K	Mar 31, 26	-32.72K	0.02%
Integris Wealth Management, LLC	22.39K	Mar 31, 26	-1.04K	0.02%
SigFig Wealth Management, LLC	22.29K	Mar 31, 26	+126	0.02%
Garde Capital, Inc.	22.09K	Mar 31, 26	+67	0.02%
REGIONS FINANCIAL CORP	21.91K	Mar 31, 26	-1.13K	0.02%
Forthright Family Wealth Advisory LLC	21.70K	Mar 31, 26	+21.70K	0.02%
Ronald Blue Trust, Inc.	21.62K	Mar 31, 26	-1.20K	0.02%
KPP Advisory Services LLC	21.37K	Mar 31, 26	+21.37K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	21.23K	Mar 31, 26	+15.69K	0.02%
PFG Investments, LLC	21.20K	Mar 31, 26	+78	0.02%
Pure Financial Advisors, LLC	21.05K	Mar 31, 26	+5.82K	0.02%
LIFELONG WEALTH ADVISORS, INC.	21.05K	Mar 31, 26	-17	0.02%
EP Wealth Advisors, LLC	20.46K	Mar 31, 26	+353	0.02%
Atomi Financial Group, Inc.	20.38K	Mar 31, 26	+3.59K	0.02%
HF Advisory Group, LLC	20.05K	Mar 31, 26	-306	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	19.87K	Mar 31, 26	+495	0.02%
XTX Topco Ltd	19.66K	Mar 31, 26	+17.27K	0.02%
JOURNEY STRATEGIC WEALTH LLC	19.37K	Mar 31, 26	-411	0.02%
Pathstone Holdings, LLC	19.25K	Mar 31, 26	--	0.02%
SOL Capital Management CO	18.88K	Mar 31, 26	+18.88K	0.02%
Leo Wealth, LLC	18.87K	Mar 31, 26	+497	0.02%
Independent Advisor Alliance	18.75K	Mar 31, 26	+14.31K	0.02%
Brooklyn FI, LLC	18.69K	Mar 31, 26	-159	0.02%
Cascade Financial Partners, LLC	18.50K	Mar 31, 26	--	0.02%
FIRST HORIZON CORP	18.49K	Mar 31, 26	-567	0.02%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	18.46K	Mar 31, 26	-1.27K	0.02%
FRANKLIN RESOURCES INC	18.27K	Mar 31, 26	+442	0.02%
Focus Financial Network, Inc.	18.21K	Mar 31, 26	-1.53K	0.02%
AE Wealth Management LLC	17.99K	Mar 31, 26	+2.94K	0.02%
MGO ONE SEVEN LLC	17.80K	Mar 31, 26	+11	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	17.63K	Mar 31, 26	-1.44K	0.02%
Higgins & Schmidt Wealth Strategies LLC	17.57K	Mar 31, 26	+124	0.02%
Annis Gardner Whiting Capital Advisors, LLC	17.52K	Mar 31, 26	--	0.02%
Diversified Trust Co	17.30K	Mar 31, 26	--	0.02%
Fingerlakes Wealth Management, Inc.	17.29K	Mar 31, 26	-73	0.02%
Mirae Asset Global Investments Co., Ltd.	17.24K	Mar 31, 26	-29.74K	0.02%
White Lighthouse Investment Management Inc.	17.19K	Mar 31, 26	+50	0.02%
Concurrent Investment Advisors, LLC	17.08K	Mar 31, 26	+2.43K	0.02%
MAI Capital Management	17.05K	Mar 31, 26	-531	0.02%
COLDSTREAM CAPITAL MANAGEMENT INC	16.82K	Mar 31, 26	--	0.02%
Icon Wealth Advisors, LLC	16.61K	Mar 31, 26	+37	0.02%
TD Waterhouse Canada Inc.	16.54K	Mar 31, 26	-363	0.02%
ONE Advisory Partners, LLC	16.48K	Mar 31, 26	-644	0.02%
Spectrum Asset Management, Inc. (NB/CA)	16.33K	Mar 31, 26	+1.19K	0.02%
Snowden Capital Advisors LLC	16.18K	Mar 31, 26	-291	0.02%
Perennial Investment Advisors, LLC	15.99K	Mar 31, 26	+168	0.01%
Regal Investment Advisors LLC	15.78K	Mar 31, 26	-137	0.01%
Sequoia Financial Advisors, LLC	15.65K	Mar 31, 26	+2.91K	0.01%
J.W. COLE ADVISORS, INC.	15.32K	Mar 31, 26	+288	0.01%
Apollon Wealth Management, LLC	15.27K	Mar 31, 26	-730	0.01%
Savvy Advisors, Inc.	15.00K	Mar 31, 26	+11.15K	0.01%
Arkadios Wealth Advisors	14.96K	Mar 31, 26	+1.51K	0.01%
MACROVIEW INVESTMENT MANAGEMENT LLC	14.93K	Mar 31, 26	+7	0.01%
BEACON FINANCIAL GROUP	14.82K	Mar 31, 26	+194	0.01%
TIAA TRUST, NATIONAL ASSOCIATION	14.79K	Mar 31, 26	-5.97M	0.01%
Mayflower Financial Advisors, LLC	14.78K	Mar 31, 26	-79	0.01%
SYM FINANCIAL Corp	14.73K	Mar 31, 26	-282	0.01%
1ST SOURCE BANK	14.47K	Mar 31, 26	-385	0.01%
Vision Capital Management, Inc.	14.40K	Mar 31, 26	-238	0.01%
NEPC LLC	13.90K	Mar 31, 26	--	0.01%
Boulder Wealth Advisors, LLC	13.66K	Mar 31, 26	-21.57K	0.01%
Acropolis Investment Management, LLC	13.57K	Mar 31, 26	-40	0.01%
GFS Advisors, LLC	13.50K	Mar 31, 26	--	0.01%
RHS Financial, LLC	13.41K	Mar 31, 26	-63	0.01%
Avidian Wealth Solutions, LLC	13.22K	Mar 31, 26	-53	0.01%
BlueStem Wealth Partners, LLC	13.15K	Mar 31, 26	+131	0.01%
DAVENPORT & Co LLC	12.98K	Mar 31, 26	-267	0.01%
GSB Wealth Management, LLC	12.88K	Mar 31, 26	-485	0.01%
Morling Financial Advisors, LLC	12.79K	Mar 31, 26	+262	0.01%
Cranbrook Wealth Management, LLC	12.73K	Mar 31, 26	+239	0.01%
Allworth Financial LP	12.73K	Mar 31, 26	-105	0.01%
Mendel Capital Management LLC	12.65K	Mar 31, 26	+12.65K	0.01%
WIT, LLC	12.47K	Mar 31, 26	--	0.01%
Strategic Point Investment Advisors, LLC	12.29K	Mar 31, 26	-390	0.01%
Pensionmark Financial Group, LLC	12.28K	Mar 31, 26	+60	0.01%
Simplicity Wealth,LLC	12.20K	Mar 31, 26	-882	0.01%
BLAIR WILLIAM & CO/IL	11.76K	Mar 31, 26	-783	0.01%
Investor's Fiduciary Advisor Network, LLC	11.67K	Mar 31, 26	-102	0.01%
Ipsen Advisor Group LLC	11.53K	Mar 31, 26	-220	0.01%
Ramiah Investment Group	11.53K	Mar 31, 26	-839	0.01%
Sage Mountain Advisors LLC	11.48K	Mar 31, 26	--	0.01%
Chicago Partners Investment Group LLC	11.32K	Mar 31, 26	+64	0.01%
GenTrust, LLC	11.32K	Mar 31, 26	-1.78K	0.01%
Patriot Financial Group Insurance Agency, LLC	11.32K	Mar 31, 26	+5.52K	0.01%
Charter Oak Capital Management, LLC	11.11K	Mar 31, 26	--	0.01%
Gateway Wealth Partners, LLC	10.97K	Mar 31, 26	+7.39K	0.01%
Sowell Financial Services LLC	10.93K	Mar 31, 26	+50	0.01%
Bogart Wealth, LLC	10.77K	Mar 31, 26	-3.14K	0.01%
CALIBER WEALTH MANAGEMENT, LLC / KS	10.71K	Mar 31, 26	-1.20K	0.01%
Catalytic Wealth RIA, LLC	10.66K	Mar 31, 26	+712	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	10.66K	Mar 31, 26	+769	0.01%
Smartleaf Asset Management LLC	10.65K	Mar 31, 26	-1.63K	0.01%
RCS Financial Planning, LLC	10.64K	Mar 31, 26	-127	0.01%
RTD Financial Advisors, Inc.	10.54K	Mar 31, 26	+693	0.01%
Baird Financial Group, Inc.	10.53K	Mar 31, 26	+146	0.01%
Headlands Technologies LLC	10.51K	Mar 31, 26	+301	0.01%
Scott Capital Advisors, LLC	10.49K	Mar 31, 26	+22	0.01%
AQR CAPITAL MANAGEMENT LLC	10.47K	Mar 31, 26	-606	0.01%
EverSource Wealth Advisors, LLC	10.39K	Mar 31, 26	+2.39K	0.01%
GOULD ASSET MANAGEMENT LLC /CA/	10.34K	Mar 31, 26	-115	0.01%
JMG Financial Group, Ltd.	10.30K	Mar 31, 26	-99	0.01%
OLIO Financial Planning	10.28K	Mar 31, 26	+198	0.01%
SNS Financial Group, LLC	10.20K	Mar 31, 26	+79	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	10.07K	Mar 31, 26	-231	0.01%
JONES FINANCIAL COMPANIES LLLP	10.05K	Mar 31, 26	+2.18K	0.01%
Montecito Bank & Trust	9.97K	Mar 31, 26	-2.73K	0.01%
BESSEMER GROUP INC	9.88K	Mar 31, 26	-2.00K	0.01%
WNY Asset Management, LLC	9.88K	Mar 31, 26	+9.88K	0.01%
KICKSTAND VENTURES, LLC.	9.84K	Mar 31, 26	-22	0.01%
Shared Vision Wealth Group LLC	9.78K	Mar 31, 26	-128	0.01%
Vise Technologies, Inc.	9.73K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	9.64K	Mar 31, 26	+8.60K	0.01%
WEALTHGARDEN F.S. LLC	9.56K	Mar 31, 26	+56	0.01%
Modern Wealth Management, LLC	9.55K	Mar 31, 26	-102	0.01%
West Wealth Group, LLC	9.47K	Mar 31, 26	-654	0.01%
CWC Advisors, LLC.	9.45K	Mar 31, 26	--	0.01%
FOUNDERS FINANCIAL SECURITIES LLC	9.44K	Mar 31, 26	+373	0.01%
PITTENGER & ANDERSON INC	9.43K	Mar 31, 26	+145	0.01%
Dynamic Advisor Solutions LLC	9.35K	Mar 31, 26	-532	0.01%
Compass Ion Advisors, LLC	9.25K	Mar 31, 26	--	0.01%
BLB&B Advisors, LLC	9.22K	Mar 31, 26	+243	0.01%
Gerber Kawasaki Wealth & Investment Management	9.21K	Mar 31, 26	+7.57K	0.01%
Hoxton Planning & Management, LLC	9.13K	Mar 31, 26	-6.10K	0.01%
Symmetry Partners, LLC	9.11K	Mar 31, 26	-80	0.01%
Tempus Wealth Planning, LLC	9.11K	Mar 31, 26	-1.49K	0.01%
Orin Green Financial, LLC	8.95K	Mar 31, 26	+975	0.01%
Wealth Alliance	8.90K	Mar 31, 26	+356	0.01%
KilterHowling LLC	8.81K	Mar 31, 26	+1.55K	0.01%
Advisors Capital Management, LLC	8.73K	Mar 31, 26	-70	0.01%
Rehmann Capital Advisory Group	8.66K	Mar 31, 26	+72	0.01%
CENTRAL TRUST Co	8.57K	Mar 31, 26	+344	0.01%
STEPHENS INC /AR/	8.40K	Mar 31, 26	-314	0.01%
Milestone Asset Management Group, LLC	8.16K	Mar 31, 26	-521	0.01%
NOTTINGHAM ADVISORS, INC.	8.13K	Mar 31, 26	-12	0.01%
W ADVISORS, LLC	8.04K	Mar 31, 26	-546	0.01%
Axis Wealth Partners, LLC	7.91K	Mar 31, 26	+76	0.01%
WBH ADVISORY INC	7.91K	Mar 31, 26	-2	0.01%
JB Capital LLC	7.86K	Mar 31, 26	-599	0.01%
NBT BANK N A /NY	7.84K	Mar 31, 26	+7.09K	0.01%
Aprio Wealth Management, LLC	7.83K	Mar 31, 26	-817	0.01%
Keystone Financial Services	7.83K	Mar 31, 26	-726	0.01%
MARINO, STRAM & ASSOCIATES LLC	7.78K	Mar 31, 26	+11	0.01%
Sovran Advisors, LLC	7.65K	Mar 31, 26	-325	0.01%
Crown Wealth Group, LLC	7.56K	Mar 31, 26	-439	0.01%
STRATEGY ASSET MANAGERS LLC	7.54K	Mar 31, 26	+171	0.01%
SENTINEL TRUST CO LBA	7.50K	Mar 31, 26	+92	0.01%
AlphaCore Capital LLC	7.42K	Mar 31, 26	-43	0.01%
Hughes Financial Services, LLC	7.34K	Mar 31, 26	+748	0.01%
FIRETHORN WEALTH PARTNERS, LLC	7.30K	Mar 31, 26	-70	0.01%
Morton Brown Family Wealth, LLC	7.29K	Mar 31, 26	-374	0.01%
Keel Point, LLC	7.26K	Mar 31, 26	--	0.01%
RETIREMENT CAPITAL STRATEGIES	7.24K	Mar 31, 26	-226	0.01%
Cresset Asset Management, LLC	7.14K	Mar 31, 26	+1	0.01%
Brookwood Investment Group LLC	7.13K	Mar 31, 26	-1.23K	0.01%
Atria Investments, Inc	7.10K	Mar 31, 26	+510	0.01%
TSA Wealth Managment LLC	7.05K	Mar 31, 26	--	0.01%
McClarren Financial Advisors, Inc.	7.02K	Mar 31, 26	+3.34K	0.01%
ONE WEALTH CAPITAL MANAGEMENT, LLC	7.01K	Mar 31, 26	+161	0.01%
Bell Investment Advisors, Inc	7.01K	Mar 31, 26	+1.46K	0.01%
PRESILIUM PRIVATE WEALTH, LLC	7.00K	Mar 31, 26	+183	0.01%
D.A. DAVIDSON & CO.	6.99K	Mar 31, 26	+112	0.01%
Keener Financial Planning LLC	6.97K	Mar 31, 26	+133	0.01%
Midwest Heritage Bank, FSB	6.96K	Mar 31, 26	-346	0.01%
American Capital Advisory, LLC	6.96K	Mar 31, 26	-115	0.01%
ERn Financial, LLC	6.83K	Mar 31, 26	-151	0.01%
US BANCORP \DE\	6.82K	Mar 31, 26	+2.13K	0.01%
Chicago Capital, LLC	6.70K	Mar 31, 26	--	0.01%
MKT Advisors LLC	6.64K	Mar 31, 26	--	0.01%
CI INVESTMENTS INC.	6.60K	Mar 31, 26	+850	0.01%
Robertson Stephens Wealth Management, LLC	6.59K	Mar 31, 26	-1.20K	0.01%
Financial Partners Group, Inc	6.59K	Mar 31, 26	-64	0.01%
TD PRIVATE CLIENT WEALTH LLC	6.57K	Mar 31, 26	+1.82K	0.01%
Belpointe Asset Management LLC	6.49K	Mar 31, 26	+2.52K	0.01%
VALLEY NATIONAL ADVISERS INC	6.42K	Mar 31, 26	+2.70K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6.41K	Mar 31, 26	-1.59K	0.01%
Prospera Financial Services Inc	6.32K	Mar 31, 26	+141	0.01%
Live Oak Investment Partners	6.31K	Mar 31, 26	-540	0.01%
Bigelow Investment Advisors, LLC	6.28K	Mar 31, 26	-365	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	6.27K	Mar 31, 26	+4.59K	0.01%
VANGUARD ADVISERS INC	6.26K	Mar 31, 26	+6.26K	0.01%
M&T BANK CORP	6.22K	Mar 31, 26	-532	0.01%
Metis Global Partners, LLC	6.21K	Mar 31, 26	+721	0.01%
MANNING & NAPIER ADVISORS LLC	6.20K	Mar 31, 26	-800	0.01%
TRAPHAGEN INVESTMENT ADVISORS LLC	6.09K	Mar 31, 26	-83	0.01%
Walkner Condon Financial Advisors LLC	6.09K	Mar 31, 26	+3	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	6.04K	Mar 31, 26	+423	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	6.04K	Mar 31, 26	+6.04K	0.01%
Ameraudi Asset Management, Inc.	6.02K	Mar 31, 26	--	0.01%
Ascent Group, LLC	5.99K	Mar 31, 26	-39	0.01%
Riverwater Partners LLC	5.97K	Mar 31, 26	+13	0.01%
Western Wealth Management, LLC	5.95K	Mar 31, 26	-138	0.01%
XML Financial, LLC	5.87K	Mar 31, 26	--	0.01%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	5.86K	Mar 31, 26	-21	0.01%
Cornerstone Financial Group, LLC /NE/	5.81K	Mar 31, 26	+460	0.01%
Destiny Wealth Partners, LLC	5.81K	Mar 31, 26	-117	0.01%
LifePlan Investment Advisors, Inc.	5.78K	Mar 31, 26	-430	0.01%
Meridian Wealth Management, LLC	5.75K	Mar 31, 26	-121	0.01%
Vident Advisory, LLC	5.71K	Mar 31, 26	-634	0.01%
Aaron Wealth Advisors LLC	5.69K	Mar 31, 26	+15	0.01%
Front Row Advisors LLC	5.66K	Mar 31, 26	-133	0.01%
Quadrant Private Wealth Management, LLC	5.63K	Mar 31, 26	-104	0.01%
FIRST TRUST ADVISORS LP	5.63K	Mar 31, 26	-640	0.01%
Waverly Advisors, LLC	5.62K	Mar 31, 26	-3	0.01%
XY Planning Network, Inc.	5.61K	Mar 31, 26	-730	0.01%
Talisman Wealth Advisors LLC	5.60K	Mar 31, 26	-98	0.01%
PRIVATE TRUST CO NA	5.57K	Mar 31, 26	-394	0.01%
IFP Advisors, Inc	5.55K	Mar 31, 26	+179	0.01%
Farrell Financial LLC	5.54K	Mar 31, 26	-143	0.01%
NewEdge Wealth, LLC	5.50K	Mar 31, 26	+3.40K	0.01%
SUTTON PLACE INVESTORS LLC	5.49K	Mar 31, 26	-3	0.01%
BECKER CAPITAL MANAGEMENT INC	5.49K	Mar 31, 26	--	0.01%
Shotwell Rutter Baer Inc	5.39K	Mar 31, 26	-10	0.01%
Detalus Advisors, LLC	5.30K	Mar 31, 26	--	0.00%
Weinberger Asset Management, Inc	5.29K	Mar 31, 26	+2.56K	0.00%
Lido Advisors, LLC	5.23K	Mar 31, 26	--	0.00%
Clear Creek Financial Management, LLC	5.20K	Mar 31, 26	-3.06K	0.00%
Kingsview Wealth Management, LLC	5.19K	Mar 31, 26	+591	0.00%
MBE Wealth Management, LLC	5.19K	Mar 31, 26	+716	0.00%
OMNI 360 Wealth, Inc.	5.18K	Mar 31, 26	-177	0.00%
ASPIRIANT, LLC	5.14K	Mar 31, 26	-1	0.00%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5.11K	Mar 31, 26	+3	0.00%
Two West Capital Advisors LLC	5.09K	Mar 31, 26	-2.17K	0.00%
Resonant Capital Advisors, LLC	5.05K	Mar 31, 26	--	0.00%
Great Diamond Partners, LLC	5.04K	Mar 31, 26	+356	0.00%
THEORY FINANCIAL LLC	4.98K	Mar 31, 26	-288	0.00%
AdvisorNet Financial, Inc	4.96K	Mar 31, 26	+1.06K	0.00%
WealthShield Partners, LLC	4.95K	Mar 31, 26	-1.16K	0.00%
IHT Wealth Management, LLC	4.88K	Mar 31, 26	-15	0.00%
Spire Wealth Management	4.87K	Mar 31, 26	-345	0.00%
Intrua Financial, LLC	4.80K	Mar 31, 26	-25	0.00%
MOTIVE WEALTH ADVISORS	4.79K	Mar 31, 26	--	0.00%
HOWARD FINANCIAL SERVICES, LTD.	4.78K	Mar 31, 26	+12	0.00%
Brewster Financial Planning LLC	4.74K	Mar 31, 26	--	0.00%
Ethic Inc.	4.71K	Mar 31, 26	+2.10K	0.00%
U.S. Capital Wealth Advisors, LLC	4.70K	Mar 31, 26	+26	0.00%
FC Advisory LLC	4.67K	Mar 31, 26	+35	0.00%
EQ LLC	4.65K	Mar 31, 26	+475	0.00%
Ryan Investment Management, Inc.	4.64K	Mar 31, 26	-3.47K	0.00%
FIDUCIARY FINANCIAL GROUP, LLC	4.64K	Mar 31, 26	+19	0.00%
Rossby Financial, LCC	4.63K	Mar 31, 26	+894	0.00%
SIGNATUREFD, LLC	4.44K	Mar 31, 26	+55	0.00%
Greenspring Advisors, LLC	4.44K	Mar 31, 26	--	0.00%
Capasso Planning Partners LLC	4.42K	Mar 31, 26	-100	0.00%
Meridian Financial Partners LLC	4.41K	Mar 31, 26	+98	0.00%
Rosenberg Matthew Hamilton	4.38K	Mar 31, 26	-229	0.00%
Veridan Wealth LLC	4.34K	Mar 31, 26	-91	0.00%
VestGen Advisors, LLC	4.32K	Mar 31, 26	+386	0.00%
WealthCollab, LLC	4.31K	Mar 31, 26	--	0.00%
Capital Asset Advisory Services LLC	4.31K	Mar 31, 26	-468	0.00%
Carnegie Capital Asset Management, LLC	4.31K	Mar 31, 26	+2.27K	0.00%
Cornerstone Planning Group LLC	4.26K	Mar 31, 26	+3.80K	0.00%
Adviser Investments LLC	4.24K	Mar 31, 26	--	0.00%
CLUNE & ASSOCIATES, LTD.	4.24K	Mar 31, 26	+4.24K	0.00%
B. Riley Wealth Advisors, Inc.	4.23K	Mar 31, 26	-569	0.00%
Foundations Investment Advisors, LLC	4.21K	Mar 31, 26	+455	0.00%
Bison Wealth, LLC	4.16K	Mar 31, 26	--	0.00%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	4.13K	Mar 31, 26	+50	0.00%
Archford Capital Strategies, LLC	4.13K	Mar 31, 26	--	0.00%
OPPENHEIMER & CO INC	4.09K	Mar 31, 26	-77	0.00%
Legacy Wealth Managment, LLC/ID	4.04K	Mar 31, 26	+231	0.00%
Valmark Advisers, Inc.	4.04K	Mar 31, 26	+43	0.00%
COMMERCE BANK	4.02K	Mar 31, 26	+371	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	3.98K	Mar 31, 26	+114	0.00%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	3.93K	Mar 31, 26	-39	0.00%
Lantz Financial LLC	3.86K	Mar 31, 26	+123	0.00%
Ancora Advisors, LLC	3.86K	Mar 31, 26	-134	0.00%
Mount Yale Investment Advisors, LLC	3.86K	Mar 31, 26	+3.86K	0.00%
Tarbox Family Office, Inc.	3.85K	Mar 31, 26	--	0.00%
North Berkeley Wealth Management, LLC	3.85K	Mar 31, 26	--	0.00%
Single Point Partners, LLC	3.84K	Mar 31, 26	+978	0.00%
Capital Investment Advisors, LLC	3.84K	Mar 31, 26	+1	0.00%
Midwest Trust Co	3.83K	Mar 31, 26	-171	0.00%
Fortis Capital Advisors, LLC	3.77K	Mar 31, 26	+2.42K	0.00%
PFG Advisors	3.74K	Mar 31, 26	-1.64K	0.00%
Golden State Wealth Management, LLC	3.73K	Mar 31, 26	-24	0.00%
Venturi Wealth Management, LLC	3.72K	Mar 31, 26	+946	0.00%
Russell Investments Group, Ltd.	3.70K	Mar 31, 26	+2.18K	0.00%
Financial Gravity Asset Management, Inc.	3.69K	Mar 31, 26	-2	0.00%
Oregon Pacific Wealth Management, LLC	3.68K	Mar 31, 26	-195	0.00%
Peak Financial Management, Inc.	3.65K	Mar 31, 26	-30	0.00%
Quent Capital, LLC	3.56K	Mar 31, 26	-24	0.00%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	3.56K	Mar 31, 26	+9	0.00%
Diversified Enterprises, LLC	3.55K	Mar 31, 26	-685	0.00%
LIBRA WEALTH LLC	3.54K	Mar 31, 26	--	0.00%
Destination Wealth Management	3.53K	Mar 31, 26	-263	0.00%
Baker Avenue Asset Management, LP	3.52K	Mar 31, 26	-100	0.00%
Proactive Wealth Strategies LLC	3.49K	Mar 31, 26	+1.75K	0.00%
RKL Wealth Management LLC	3.44K	Mar 31, 26	+8	0.00%
Caprock Group, LLC	3.43K	Mar 31, 26	+137	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	3.41K	Mar 31, 26	+2.12K	0.00%
Capital Analysts, LLC	3.39K	Mar 31, 26	+9	0.00%
KINGSWOOD WEALTH ADVISORS, LLC	3.36K	Mar 31, 26	-162	0.00%
Scarborough Advisors, LLC	3.32K	Mar 31, 26	+1.61K	0.00%
Visionary Wealth Advisors	3.32K	Mar 31, 26	-475	0.00%
Tanager Wealth Management LLP	3.32K	Mar 31, 26	+21	0.00%
NWF Advisory Services Inc.	3.30K	Mar 31, 26	--	0.00%
Gen-Wealth Partners Inc	3.29K	Mar 31, 26	+112	0.00%
MATHER GROUP, LLC.	3.29K	Mar 31, 26	+210	0.00%
BCU Wealth Advisors, LLC	3.27K	Mar 31, 26	--	0.00%
STOCK YARDS BANK & TRUST CO	3.26K	Mar 31, 26	+65	0.00%
TABLEAUX LLC	3.23K	Mar 31, 26	--	0.00%
Grey Fox Wealth Advisors, LLC	3.22K	Mar 31, 26	+158	0.00%
Precision Wealth Strategies, LLC	3.22K	Mar 31, 26	+178	0.00%
Sovereign Financial Group, Inc.	3.21K	Mar 31, 26	-86	0.00%
Murphy, Middleton, Hinkle & Parker, Inc.	3.18K	Mar 31, 26	-8.04K	0.00%
CARY STREET PARTNERS FINANCIAL LLC	3.17K	Mar 31, 26	-227	0.00%
Invesco Ltd.	3.16K	Mar 31, 26	--	0.00%
Farmers National Bank	3.16K	Mar 31, 26	-58	0.00%
Smithfield Trust Co	3.15K	Mar 31, 26	--	0.00%
BAILARD, INC.	3.13K	Mar 31, 26	--	0.00%
PDS Planning, Inc	3.11K	Mar 31, 26	-23	0.00%
Summit Financial, LLC	3.11K	Mar 31, 26	-742	0.00%
Csenge Advisory Group	3.10K	Mar 31, 26	+400	0.00%
Heritage Family Offices, LLP	3.07K	Mar 31, 26	-403	0.00%
Freestone Capital Holdings, LLC	3.04K	Mar 31, 26	+300	0.00%
Wealthcare Advisory Partners LLC	3.04K	Mar 31, 26	-146	0.00%
Traveka Wealth, LLC	3.02K	Mar 31, 26	+260	0.00%
Advyzon Investment Management, LLC	3.00K	Mar 31, 26	+1.55K	0.00%
EVERGREEN CAPITAL MANAGEMENT LLC	3.00K	Mar 31, 26	+4	0.00%
VERUS CAPITAL PARTNERS, LLC	2.98K	Mar 31, 26	-2.12K	0.00%
Sherman Asset Management, Inc.	2.95K	Mar 31, 26	-801	0.00%
Strategic Financial Concepts, LLC	2.89K	Mar 31, 26	+733	0.00%
NORTHLAND SECURITIES, INC.	2.88K	Mar 31, 26	--	0.00%
American Money Management, LLC	2.88K	Mar 31, 26	+295	0.00%
Magnus Financial Group LLC	2.88K	Mar 31, 26	-783	0.00%
Prosperitas Financial LLC	2.87K	Mar 31, 26	+85	0.00%
Finley Financial, LLC	2.86K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.85K	Mar 31, 26	+477	0.00%
FINANCIAL MANAGEMENT NETWORK INC	2.82K	Mar 31, 26	-168	0.00%
Barnes Wealth Management Group, Inc	2.82K	Mar 31, 26	-58	0.00%
ABLE Financial Group, LLC	2.80K	Mar 31, 26	--	0.00%
Valtinson Bruner Financial Planning LLC	2.79K	Mar 31, 26	-106	0.00%
W.H. Cornerstone Investments Inc.	2.79K	Mar 31, 26	-33	0.00%
PRINCIPAL SECURITIES, INC.	2.79K	Mar 31, 26	-257	0.00%
JOHNSON INVESTMENT COUNSEL INC	2.78K	Mar 31, 26	--	0.00%
LAIRD NORTON TRUST COMPANY, LLC	2.78K	Mar 31, 26	+2.78K	0.00%
Essex Financial Services, Inc.	2.78K	Mar 31, 26	+1	0.00%
Fort Point Capital Partners LLC	2.78K	Mar 31, 26	--	0.00%
BARCLAYS PLC	2.76K	Mar 31, 26	--	0.00%
Waldron Private Wealth LLC	2.75K	Mar 31, 26	+132	0.00%
Quantinno Capital Management LP	2.75K	Mar 31, 26	+445	0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2.75K	Mar 31, 26	+7	0.00%
CITIZENS FINANCIAL GROUP INC/RI	2.71K	Mar 31, 26	-88	0.00%
Bright Futures Wealth Management, LLC.	2.68K	Mar 31, 26	+388	0.00%
Forefront Wealth Partners, LLC	2.68K	Mar 31, 26	+2.68K	0.00%
Elwood & Goetz Wealth Advisory Group, LLC	2.68K	Mar 31, 26	+237	0.00%
Vivaldi Capital Management LP	2.65K	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	2.64K	Mar 31, 26	-11.86K	0.00%
Dunhill Financial, LLC	2.60K	Mar 31, 26	+2.24K	0.00%
One Day In July LLC	2.60K	Mar 31, 26	+35	0.00%
Milestone Investment Advisors LLC	2.60K	Mar 31, 26	+1	0.00%
Syntegra Private Wealth Group, LLC	2.58K	Mar 31, 26	-947	0.00%
Oxinas Partners Wealth Management LLC	2.57K	Mar 31, 26	+266	0.00%
Seven Post Investment Office LP	2.53K	Mar 31, 26	--	0.00%
WESBANCO BANK INC	2.51K	Mar 31, 26	--	0.00%
VILLERE ST DENIS J & CO LLC	2.50K	Mar 31, 26	-500	0.00%
Nemes Rush Group LLC	2.49K	Mar 31, 26	+798	0.00%
Clean Yield Group	2.47K	Mar 31, 26	+2.47K	0.00%
Pallas Capital Advisors LLC	2.46K	Mar 31, 26	-3.48K	0.00%
NOVARE CAPITAL MANAGEMENT LLC	2.46K	Mar 31, 26	+550	0.00%
Argent Trust Co	2.43K	Mar 31, 26	--	0.00%
Evergreen Wealth Solutions, LLC	2.40K	Mar 31, 26	+2.40K	0.00%
Aspen Wealth Strategies, LLC	2.40K	Mar 31, 26	--	0.00%
Pettinga Financial Advisors, LLC	2.39K	Mar 31, 26	--	0.00%
GK Wealth Management LLC	2.39K	Mar 31, 26	+2.39K	0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC	2.35K	Mar 31, 26	--	0.00%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	2.34K	Mar 31, 26	+767	0.00%
WHALEROCK POINT PARTNERS, LLC	2.31K	Mar 31, 26	--	0.00%
Drucker Wealth 3.0, LLC	2.31K	Mar 31, 26	+33	0.00%
Trek Financial, LLC	2.29K	Mar 31, 26	-1.41K	0.00%
Trademark Financial Management, LLC	2.29K	Mar 31, 26	--	0.00%
CGC Financial Services, LLC	2.29K	Mar 31, 26	-133	0.00%
Northstar Financial Companies, Inc.	2.28K	Mar 31, 26	--	0.00%
Sound View Wealth Advisors Group, LLC	2.27K	Mar 31, 26	--	0.00%
WHITTIER TRUST CO	2.27K	Mar 31, 26	--	0.00%
Merkkuri Wealth Advisors LLC	2.26K	Mar 31, 26	-38	0.00%
Spectrum Planning & Advisory Services Inc.	2.25K	Mar 31, 26	-127	0.00%
Avantax Planning Partners, Inc.	2.25K	Mar 31, 26	-4	0.00%
Bellwether Advisors, LLC	2.25K	Mar 31, 26	--	0.00%
Rede Wealth, LLC	2.25K	Mar 31, 26	--	0.00%
5T Wealth, LLC	2.21K	Mar 31, 26	-1.24K	0.00%
Vermillion & White Wealth Management Group, LLC	2.21K	Mar 31, 26	--	0.00%
BURLING WEALTH PARTNERS, LLC	2.20K	Mar 31, 26	--	0.00%
SEMITAM BONAM LLC	2.20K	Mar 31, 26	-213	0.00%
Level Financial Advisors, Inc.	2.19K	Mar 31, 26	--	0.00%
Leverty Financial Group, LLC	2.14K	Mar 31, 26	-411	0.00%
MONECO Advisors, LLC	2.14K	Mar 31, 26	+16	0.00%
Integrated Advisors Network LLC	2.12K	Mar 31, 26	-21.99K	0.00%
Total Clarity Wealth Management, Inc.	2.12K	Mar 31, 26	-17	0.00%
Amplius Wealth Advisors, LLC	2.12K	Mar 31, 26	+162	0.00%
Vertex Planning Partners, LLC	2.11K	Mar 31, 26	-14	0.00%
Pine Valley Investments Ltd Liability Co	2.08K	Mar 31, 26	+335	0.00%
Geneos Wealth Management Inc.	2.08K	Mar 31, 26	--	0.00%
Founders Financial Alliance, LLC	2.07K	Mar 31, 26	--	0.00%
ENDEAVOR PRIVATE WEALTH, INC.	2.07K	Mar 31, 26	+105	0.00%
WRAPMANAGER INC	2.04K	Mar 31, 26	-21	0.00%
Buttonwood Financial Group, LLC	2.02K	Mar 31, 26	-229	0.00%
ATTICUS WEALTH MANAGEMENT, LLC	2.02K	Mar 31, 26	+5	0.00%
Forum Financial Management, LP	2.01K	Mar 31, 26	--	0.00%
CHANNEL WEALTH LLC	2.00K	Mar 31, 26	-56	0.00%
Signal Advisors Wealth, LLC	1.99K	Mar 31, 26	+8	0.00%
Note Advisors, LLC	1.97K	Mar 31, 26	--	0.00%
Callan Family Office, LLC	1.97K	Mar 31, 26	-1	0.00%
SAX WEALTH ADVISORS, LLC	1.96K	Mar 31, 26	--	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	1.94K	Mar 31, 26	-380	0.00%
LIFE LINE WEALTH MANAGEMENT LLC	1.94K	Mar 31, 26	-1.03K	0.00%
PANORAMIC INVESTMENT ADVISORS, LLC	1.92K	Mar 31, 26	+1.92K	0.00%
PECAUT & CO.	1.90K	Mar 31, 26	-60	0.00%
BKM Wealth Management, LLC	1.90K	Mar 31, 26	--	0.00%
DAVIS R M INC	1.89K	Mar 31, 26	+1.89K	0.00%
Quadcap Wealth Management, LLC	1.88K	Mar 31, 26	-115	0.00%
SAGE FINANCIAL GROUP INC	1.88K	Mar 31, 26	-75	0.00%
Avantra Family Wealth, Inc.	1.87K	Mar 31, 26	+4	0.00%
Gallacher Capital Management LLC	1.87K	Mar 31, 26	--	0.00%
Chesapeake Wealth Management	1.86K	Mar 31, 26	-700	0.00%
Financial Engines Advisors L.L.C.	1.86K	Mar 31, 26	+4	0.00%
Tortoise Investment Management, LLC	1.86K	Mar 31, 26	--	0.00%
Seascape Capital Management	1.85K	Mar 31, 26	--	0.00%
NORTH STAR ASSET MANAGEMENT INC	1.84K	Mar 31, 26	-20	0.00%
Klingman & Associates, LLC	1.83K	Mar 31, 26	--	0.00%
Holistic Planning, LLC	1.82K	Mar 31, 26	+148	0.00%
MontVue Capital Management, Inc.	1.82K	Mar 31, 26	--	0.00%
PINNACLE ASSOCIATES LTD	1.79K	Mar 31, 26	--	0.00%
Bragg Financial Advisors, Inc	1.78K	Mar 31, 26	+266	0.00%
Urban Wealth Management, LLC	1.78K	Mar 31, 26	-42	0.00%
Braun-Bostich & Associates Inc.	1.78K	Mar 31, 26	+7	0.00%
Cornerstone Wealth Management, LLC	1.77K	Mar 31, 26	-1.00K	0.00%
MOLLER FINANCIAL SERVICES	1.77K	Mar 31, 26	+6	0.00%
Advisory Alpha, LLC	1.76K	Mar 31, 26	-2	0.00%
Hutchens & Kramer Investment Management Group, LLC	1.76K	Mar 31, 26	-13	0.00%
Apeiron RIA LLC	1.76K	Mar 31, 26	-50	0.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC	1.74K	Mar 31, 26	--	0.00%
LIBERTY WEALTH MANAGEMENT LLC	1.74K	Mar 31, 26	-133	0.00%
Schwallier Wealth Management LLC	1.73K	Mar 31, 26	+4	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.72K	Mar 31, 26	-6.47K	0.00%
NORTHWEST WEALTH MANAGEMENT, LLC	1.71K	Mar 31, 26	--	0.00%
Haverford Trust Co	1.71K	Mar 31, 26	--	0.00%
MOTCO	1.71K	Mar 31, 26	--	0.00%
M3 Advisory Group, LLC	1.70K	Mar 31, 26	+1	0.00%
Squarepoint Ops LLC	1.67K	Mar 31, 26	-732	0.00%
ABSOLUTE CAPITAL MANAGEMENT, LLC	1.65K	Mar 31, 26	+51	0.00%
Kovack Advisors, Inc.	1.64K	Mar 31, 26	-28	0.00%
Institute for Wealth Management, LLC.	1.64K	Mar 31, 26	+206	0.00%
Fiduciary Alliance LLC	1.62K	Mar 31, 26	+261	0.00%
TD Capital Management LLC	1.61K	Mar 31, 26	+4	0.00%
Etesian Wealth Advisors, Inc.	1.60K	Mar 31, 26	+1.60K	0.00%
ZACKS INVESTMENT MANAGEMENT	1.60K	Mar 31, 26	+1.60K	0.00%
Fundamentum, LLC	1.56K	Mar 31, 26	+1	0.00%
Security Financial Services, INC.	1.56K	Mar 31, 26	--	0.00%
QRG CAPITAL MANAGEMENT, INC.	1.55K	Mar 31, 26	-417	0.00%
Fire Capital Management LLC	1.55K	Mar 31, 26	+32	0.00%
Vestmark Advisory Solutions, Inc.	1.55K	Mar 31, 26	+1.55K	0.00%
Frederick Financial Consultants, LLC	1.52K	Mar 31, 26	--	0.00%
Investors Research Corp	1.51K	Mar 31, 26	+93	0.00%
Commonwealth Financial Services, LLC	1.51K	Mar 31, 26	-26	0.00%
Sigma Planning Corp	1.50K	Mar 31, 26	-31	0.00%
JFS WEALTH ADVISORS, LLC	1.49K	Mar 31, 26	--	0.00%
Sterling Manor Financial, LLC	1.48K	Mar 31, 26	-116	0.00%
Mesirow Financial Investment Management, Inc.	1.46K	Mar 31, 26	+1.46K	0.00%
Estate Counselors, LLC	1.46K	Mar 31, 26	-2.25K	0.00%
Arcadia Wealth Management, Inc.	1.44K	Mar 31, 26	--	0.00%
Essex LLC	1.44K	Mar 31, 26	+25	0.00%
Sage Financial Management Group, Inc.	1.43K	Mar 31, 26	+35	0.00%
Cooper Financial Group	1.43K	Mar 31, 26	-341	0.00%
Advisor OS, LLC	1.42K	Mar 31, 26	+2	0.00%
Capital Advantage, Inc.	1.42K	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	1.41K	Mar 31, 26	-2.22K	0.00%
Foguth Wealth Management, LLC.	1.40K	Mar 31, 26	+1	0.00%
True Link Financial Advisors, LLC	1.40K	Mar 31, 26	+1.40K	0.00%
GGM Financials LLC	1.40K	Mar 31, 26	+3	0.00%
Bank of New Hampshire	1.32K	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.30K	Mar 31, 26	-232	0.00%
Strategic Wealth Partners, Ltd.	1.22K	Mar 31, 26	-59	0.00%
Transamerica Financial Advisors, Inc.	1.18K	Mar 31, 26	+611	0.00%
Harbor Asset Planning, Inc.	1.16K	Mar 31, 26	+1.16K	0.00%
Abound Wealth Management	1.09K	Mar 31, 26	--	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	1.09K	Mar 31, 26	+1.09K	0.00%
SALEM INVESTMENT COUNSELORS INC	1.05K	Mar 31, 26	+1.05K	0.00%
HUNTINGTON NATIONAL BANK	1.02K	Mar 31, 26	-45	0.00%
Arkos Global Advisors	1.01K	Mar 31, 26	+1.01K	0.00%
CVA Family Office, LLC	1.00K	Mar 31, 26	+745	0.00%
Tanglewood Legacy Advisors, LLC	1.00K	Mar 31, 26	--	0.00%
Asset Dedication, LLC	958	Mar 31, 26	-24	0.00%
Financial Perspectives, Inc	954	Mar 31, 26	--	0.00%
Horizons Wealth Management	874	Mar 31, 26	-1.12K	0.00%
Balentine LLC	871	Mar 31, 26	--	0.00%
Larson Financial Group LLC	871	Mar 31, 26	--	0.00%
MCF Advisors LLC	865	Mar 31, 26	--	0.00%
BOK Financial Private Wealth, Inc.	849	Mar 31, 26	--	0.00%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	837	Mar 31, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	809	Mar 31, 26	-76	0.00%
DT Investment Partners, LLC	782	Mar 31, 26	--	0.00%
MeadowBrook Investment Advisors LLC	746	Mar 31, 26	--	0.00%
New Republic Capital, LLC	719	Mar 31, 26	--	0.00%
Winthrop Capital Management, LLC	719	Mar 31, 26	--	0.00%
FINANCIAL CONSULATE, INC	704	Mar 31, 26	+704	0.00%
Clearstead Trust, LLC	659	Mar 31, 26	--	0.00%
Key FInancial Inc	632	Mar 31, 26	--	0.00%
Centerpoint Advisors, LLC	621	Mar 31, 26	+137	0.00%
Capital Investment Advisory Services, LLC	620	Mar 31, 26	-15.27K	0.00%
Center for Financial Planning, Inc.	588	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	568	Mar 31, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	531	Mar 31, 26	+120	0.00%
HARBOR INVESTMENT ADVISORY, LLC	527	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	510	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	501	Mar 31, 26	+9	0.00%
Arlington Trust Co LLC	480	Mar 31, 26	--	0.00%
GW&K Investment Management, LLC	469	Mar 31, 26	+469	0.00%
GLENMEDE TRUST CO NA	422	Mar 31, 26	--	0.00%
Addison Advisors LLC	414	Mar 31, 26	--	0.00%
Archer Investment Corp	413	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	411	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	365	Mar 31, 26	--	0.00%
JNBA Financial Advisors	354	Mar 31, 26	-556	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	287	Mar 31, 26	+5	0.00%
Glen Eagle Advisors, LLC	282	Mar 31, 26	--	0.00%
Caitlin John, LLC	247	Mar 31, 26	--	0.00%
Fortitude Family Office, LLC	247	Mar 31, 26	--	0.00%
Kilter Group LLC	233	Mar 31, 26	-31	0.00%
Triumph Capital Management	232	Mar 31, 26	--	0.00%
BOKF, NA	229	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	209	Mar 31, 26	--	0.00%
Rice Partnership, LLC	204	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	192	Mar 31, 26	-80	0.00%
Trust Co	189	Mar 31, 26	--	0.00%
PROFFITT & GOODSON INC	183	Mar 31, 26	--	0.00%
ELEVATE WEALTH ADVISORY, INC	176	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	161	Mar 31, 26	--	0.00%
Creative Capital Management Investments LLC	154	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	151	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	141	Mar 31, 26	-401	0.00%
Johnson Financial Group, Inc.	140	Mar 31, 26	-152	0.00%
Bernard Wealth Management Corp.	140	Mar 31, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	133	Mar 31, 26	-4	0.00%
ROTHSCHILD INVESTMENT LLC	132	Mar 31, 26	--	0.00%
Community Bank, N.A.	125	Mar 31, 26	--	0.00%
Signature Resources Capital Management, LLC	123	Mar 31, 26	--	0.00%
Kennebec Savings Bank	102	Mar 31, 26	+102	0.00%
Sunbelt Securities, Inc.	101	Mar 31, 26	--	0.00%
GRAND WEALTH MANAGEMENT, LLC	99	Mar 31, 26	--	0.00%
Golden State Equity Partners	90	Mar 31, 26	+90	0.00%
Parkside Financial Bank & Trust	76	Mar 31, 26	-309	0.00%
Synergy Investment Management, LLC	70	Mar 31, 26	+70	0.00%
United Community Bank	66	Mar 31, 26	--	0.00%
IAG Wealth Partners, LLC	65	Mar 31, 26	--	0.00%
Wiser Advisor Group LLC	64	Mar 31, 26	--	0.00%
FAS Wealth Partners, Inc.	62	Mar 31, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	58	Mar 31, 26	--	0.00%
Hanson & Doremus Investment Management	49	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	48	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	45	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	43	Mar 31, 26	--	0.00%
Capitol Family Office, Inc.	41	Mar 31, 26	--	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	35	Mar 31, 26	+35	0.00%
Retirement Wealth Solutions LLC	31	Mar 31, 26	--	0.00%
GAMMA Investing LLC	29	Mar 31, 26	-100	0.00%
ST GERMAIN D J CO INC	29	Mar 31, 26	--	0.00%
Coston, McIsaac & Partners	22	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	20	Mar 31, 26	--	0.00%
Davis Capital Management	18	Mar 31, 26	-6	0.00%
Glassman Wealth Services	17	Mar 31, 26	--	0.00%
Robbins Farley	16	Mar 31, 26	--	0.00%
Raleigh Capital Management Inc.	14	Mar 31, 26	+14	0.00%
BRYN MAWR TRUST Co	11	Mar 31, 26	--	0.00%
Hurley Capital, LLC	10	Mar 31, 26	--	0.00%
Financial Life Planners	7	Mar 31, 26	+7	0.00%
Covestor Ltd	6	Mar 31, 26	--	0.00%
TSFG, LLC	6	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	5	Mar 31, 26	--	0.00%
MASECO LLP	1	Mar 31, 26	--	0.00%
ATWOOD & PALMER INC	1	Mar 31, 26	+1	0.00%
Coppell Advisory Solutions LLC	--	Mar 31, 26	-2.09K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-329	--
Alta Wealth Advisors LLC	--	Mar 31, 26	-1.40K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-58.08K	--
Worth Financial Advisory Group, LLC	--	Mar 31, 26	-2.08K	--
Sentinus, LLC	--	Mar 31, 26	-5.01K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-25	--
Commonwealth Retirement Investments LLC	--	Mar 31, 26	-280	--
Atlas Private Wealth Advisors	--	Mar 31, 26	-2.08K	--
NOVUS ADVISORS, LLC	--	Mar 31, 26	-1.40K	--
ARQ WEALTH ADVISORS, LLC	--	Mar 31, 26	-1.78K	--
GRIMES & COMPANY, INC.	--	Mar 31, 26	-3.52K	--
ArborFi Advisors, LLC	--	Mar 31, 26	-2.00K	--
CENTAURUS FINANCIAL, INC.	--	Mar 31, 26	-1.83K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-2.79K	--
Navalign, LLC	--	Mar 31, 26	-1.08K	--
Cherry Creek Investment Advisors, Inc.	--	Mar 31, 26	-1.49K	--
SeaCrest Wealth Management, LLC	--	Mar 31, 26	-2.06K	--
COURIER CAPITAL LLC	--	Mar 31, 26	-1.60K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-20.68K	--
Edgestream Partners, L.P.	--	Mar 31, 26	-1.36K	--
IFG Advisory, LLC	--	Mar 31, 26	-5.88K	--
Centurion Wealth Management LLC	--	Mar 31, 26	-1.51K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-18.90K	--
Procyon Advisors, LLC	--	Mar 31, 26	-2.15K	--
Financial Services Advisory Inc	--	Mar 31, 26	-1.98K	--
Neuberger Berman Group LLC	--	Mar 31, 26	-36.29K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Mar 31, 26	-66	--
Elyxium Wealth, LLC	--	Mar 31, 26	-168	--
OARSMAN CAPITAL, INC.	--	Mar 31, 26	-1.35K	--
Valeo Financial Advisors, LLC	--	Mar 31, 26	-46.60K	--
Banco BTG Pactual S.A.	--	Mar 31, 26	-13.05K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-133	--
Clark Capital Management Group, Inc.	--	Mar 31, 26	-1.48K	--
TrueWealth Financial Partners	--	Mar 31, 26	-25.55K	--
Pinnacle Wealth Management Advisory Group, LLC	--	Mar 31, 26	-1.36K	--
Kestra Investment Management, LLC	--	Mar 31, 26	-2.21K	--
SIMPLEX TRADING, LLC	--	Mar 31, 26	-2	--
Hilltop Holdings Inc.	--	Mar 31, 26	-1.85K	--
Mowery & Schoenfeld Wealth Management, LLC	--	Mar 31, 26	-77	--
Concord Wealth Partners	--	Mar 31, 26	-222	--
Hobart Private Capital, LLC	--	Mar 31, 26	-1.39K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-168	--
StoneX Group Inc.	--	Mar 31, 26	-7.01K	--
Real Talk Capital, LLC	--	Mar 31, 26	-1.37K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-17.60K	--
Jackson Wealth Management, LLC	--	Mar 31, 26	-1.36K	--
Measured Wealth Private Client Group, LLC	--	Mar 31, 26	-33	--
Clarius Group, LLC	168.20K	Dec 31, 25	-1.96K	0.16%
Capitolis Liquid Global Markets LLC	63.50K	Dec 31, 25	-300.50K	0.06%
Long Run Wealth Advisors, LLC	35.18K	Dec 31, 25	+16	0.03%
High Falls Advisors, Inc	17.67K	Dec 31, 25	-8	0.02%
Austin Private Wealth, LLC	12.12K	Dec 31, 25	-2.06K	0.01%
Clearview Wealth Advisors LLC	11.71K	Dec 31, 25	+52	0.01%
Global Retirement Partners, LLC	11.43K	Dec 31, 25	+1.07K	0.01%
COMERICA BANK	9.26K	Dec 31, 25	-6.85K	0.01%
VANGUARD GROUP INC	6.62K	Dec 31, 25	-105	0.01%
Main Street Financial Solutions, LLC	4.76K	Dec 31, 25	--	0.00%
Alpha Cubed Investments, LLC	3.84K	Dec 31, 25	+7	0.00%
Quent Long Short Global Small Cap Fund, LP	3.59K	Dec 31, 25	+3.59K	0.00%
CIBC Private Wealth Group, LLC	3.33K	Dec 31, 25	+246	0.00%
Northwest Capital Management Inc	2.83K	Dec 31, 25	-11.90K	0.00%
Litman Gregory Wealth Management LLC	1.91K	Dec 31, 25	-1.51K	0.00%
SageView Advisory Group, LLC	1.87K	Dec 31, 25	-380	0.00%
Nalls Sherbakoff Group, LLC	550	Dec 31, 25	--	0.00%
Pandora Wealth, Inc.	26	Dec 31, 25	--	0.00%
TUCKER ASSET MANAGEMENT LLC	11	Dec 31, 25	+11	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-1.11K	--
Financial Advisors, LLC	56.39K	Sep 30, 25	+314	0.05%
WETHERBY ASSET MANAGEMENT INC	35.44K	Sep 30, 25	+25	0.03%
MEMBERS CAPITAL ADVISORS INC	24.58K	Sep 30, 25	+19.38K	0.02%
Sensible Financial Planning & Management, LLC.	20.23K	Sep 30, 25	+1.83K	0.02%
Apexium Financial, LP	7.78K	Sep 30, 25	--	0.01%
Lion Street Advisors, LLC	4.79K	Sep 30, 25	+4.79K	0.00%
Copperleaf Capital, LLC	4.65K	Sep 30, 25	+722	0.00%
Certus Wealth Management, LLC	4.25K	Sep 30, 25	-191	0.00%
Wealthstream Advisors, Inc.	2.94K	Sep 30, 25	--	0.00%
SYNOVUS FINANCIAL CORP	2.94K	Sep 30, 25	+1	0.00%
D. SCOTT NEAL, INC.	2.89K	Sep 30, 25	-128	0.00%
PALO ALTO WEALTH ADVISORS, LLC	1.62K	Sep 30, 25	+4	0.00%
Watts Gwilliam & Co., LLC	1.41K	Sep 30, 25	--	0.00%
Obsidian Personal Planning Solutions LLC	1.36K	Sep 30, 25	-164	0.00%
Lowe Wealth Advisors, LLC	1.24K	Sep 30, 25	+168	0.00%
Accredited Wealth Management, LLC	554	Sep 30, 25	-311	0.00%
Glenmede Investment Management, LP	422	Sep 30, 25	--	0.00%
Kathleen S. Wright Associates Inc.	99	Sep 30, 25	--	0.00%
Guerra Advisors Inc	49	Sep 30, 25	+49	0.00%
Financial Advocates Investment Management	--	Sep 30, 25	-3.00K	--
DOHJ, LLC	143.05K	Jun 30, 25	-14.38K	0.13%
Money Design Co.,Ltd.	98.59K	Jun 30, 25	+57	0.09%
Parkside Advisors LLC	70.86K	Jun 30, 25	+1.45K	0.07%
Waypoint Wealth Partners Inc.	46.20K	Jun 30, 25	-12.41K	0.04%
AVANTAX ADVISORY SERVICES, INC.	39.30K	Jun 30, 25	-723	0.04%
First Horizon Advisors, Inc.	24.16K	Jun 30, 25	+11.44K	0.02%
Summit X, LLC	13.12K	Jun 30, 25	+360	0.01%
Atria Wealth Solutions, Inc.	11.63K	Jun 30, 25	-28.43K	0.01%
Congress Wealth Management LLC / DE /	11.04K	Jun 30, 25	+541	0.01%
Elios Financial Group Inc.	10.62K	Jun 30, 25	+1.72K	0.01%
My Legacy Advisors, LLC	8.55K	Jun 30, 25	-982	0.01%
Financial Gravity Companies, Inc.	5.30K	Jun 30, 25	+5.30K	0.00%
FUTURE YOU WEALTH LLC	2.80K	Jun 30, 25	-309	0.00%
Martin Worley Group	1.81K	Jun 30, 25	+1.81K	0.00%
PrairieView Partners, LLC	534	Jun 30, 25	+77	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	420	Jun 30, 25	+420	0.00%
Iron Horse Wealth Management, LLC	277	Jun 30, 25	--	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-257	--
Orion Portfolio Solutions, LLC	27.02K	Mar 31, 25	-61.55K	0.03%
COOK WEALTH MANAGEMENT GROUP LLC	18.88K	Mar 31, 25	-28	0.02%
Wade Financial Advisory, Inc	5.13K	Mar 31, 25	+926	0.00%
US FINANCIAL ADVISORS, LLC	3.51K	Mar 31, 25	--	0.00%
Spectrum Wealth Counsel, LLC	2.09K	Mar 31, 25	-19.50K	0.00%
CAROLINAS WEALTH CONSULTING LLC	191	Mar 31, 25	--	0.00%
Sandy Spring Bank	125	Mar 31, 25	--	0.00%
Michael A. Dubis Financial Planning, LLC	--	Mar 31, 25	-1.60K	--
LAKE STREET ADVISORS GROUP, LLC	76.13K	Dec 31, 24	+22.84K	0.07%
HART & PATTERSON FINANCIAL GROUP LLC	40.99K	Dec 31, 24	-2.75K	0.04%
WR Wealth Planners, LLC	10.04K	Dec 31, 24	-12.10K	0.01%
BOSTON FINANCIAL MANGEMENT LLC	9.15K	Dec 31, 24	--	0.01%
Maxwell Wealth Strategies Inc.	8.64K	Dec 31, 24	--	0.01%
Merriman Wealth Management, LLC	3.67K	Dec 31, 24	+3.67K	0.00%
Treynor Bancshares, Inc.	3.66K	Dec 31, 24	+11	0.00%
Maiden Cove Capital, LLC	3.11K	Dec 31, 24	-591	0.00%
Compass Investment Advisers LLC	2.94K	Dec 31, 24	+2.94K	0.00%
CRITERION CAPITAL ADVISORS, LLC	1.93K	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	229	Dec 31, 24	-803	0.00%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-17	--
Raymond James Financial Services Advisors, Inc.	149.00K	Sep 30, 24	+3.91K	0.14%
RAYMOND JAMES & ASSOCIATES	55.32K	Sep 30, 24	-11.45K	0.05%
TNF LLC	52.75K	Sep 30, 24	-218	0.05%
RAYMOND JAMES TRUST N.A.	15.41K	Sep 30, 24	-163	0.01%
Diversified, LLC	7.25K	Sep 30, 24	+581	0.01%
First Trust Direct Indexing L.P.	4.96K	Sep 30, 24	+1.41K	0.00%
Alera Investment Advisors, LLC	4.14K	Sep 30, 24	-406	0.00%
CEDRUS LLC	3.24K	Sep 30, 24	-647	0.00%
Aspire Wealth Management Corp	495	Sep 30, 24	+35	0.00%
Family Asset Management, LLC	307	Sep 30, 24	-1	0.00%
FinTrust Capital Advisors, LLC	213	Sep 30, 24	--	0.00%
VitalStone Financial, LLC	25	Sep 30, 24	--	0.00%
BlackRock Inc.	3.98M	Jun 30, 24	-485.60K	3.70%
Private Ocean, LLC	61.38K	Jun 30, 24	+41	0.06%
Windham Capital Management, LLC	16.39K	Jun 30, 24	--	0.02%
TCWP LLC	9.12K	Jun 30, 24	-106	0.01%
Levy Wealth Management Group, LLC	8.78K	Jun 30, 24	-138	0.01%
BUCKINGHAM STRATEGIC WEALTH, LLC	8.45K	Jun 30, 24	+787	0.01%
HERITAGE WEALTH MANAGEMENT, LLC	6.68K	Jun 30, 24	-542	0.01%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	6.24K	Jun 30, 24	-198	0.01%
Regis Acquisition Inc.	5.71K	Jun 30, 24	+776	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	5.69K	Jun 30, 24	-8.32K	0.01%
Unique Wealth Strategies, LLC	296	Jun 30, 24	+296	0.00%
Spotlight Asset Group, Inc.	26	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	7	Jun 30, 24	-2.58K	0.00%
Cetera Advisor Networks LLC	217.20K	Mar 31, 24	-149.79K	0.20%
Cetera Advisors LLC	91.76K	Mar 31, 24	-22.69K	0.09%
CAMBRIDGE TRUST CO	24.91K	Mar 31, 24	+924	0.02%
Crestone Asset Management LLC	18.01K	Mar 31, 24	--	0.02%
Manning & Napier Group, LLC	11.69K	Mar 31, 24	+570	0.01%
CREDIT SUISSE AG/	4.29K	Mar 31, 24	+4.29K	0.00%
InterOcean Capital Group, LLC	3.19K	Mar 31, 24	-370	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.62K	Mar 31, 24	+12	0.00%
Coppell Advisory Solutions Corp.	2.62K	Mar 31, 24	+2.62K	0.00%
WEALTHSOURCE PARTNERS, LLC	478.32K	Dec 31, 23	-39.80K	0.45%
Desjardins Global Asset Management Inc.	74.14K	Dec 31, 23	+74.14K	0.07%
Adroit Compliance, LLC	45.96K	Dec 31, 23	+45.96K	0.04%
FOCUS FINANCIAL NETWORK INC /ADV	43.25K	Dec 31, 23	+43.25K	0.04%
PROVENCE WEALTH MANAGEMENT GROUP	34.43K	Dec 31, 23	-4.84K	0.03%
WADE G W & INC	33.07K	Dec 31, 23	-1.74K	0.03%
Baystate Wealth Management LLC	32.91K	Dec 31, 23	+613	0.03%
DFPG INVESTMENTS, LLC	29.82K	Dec 31, 23	+1.89K	0.03%
Day & Ennis, LLC	14.27K	Dec 31, 23	-941	0.01%
Resource Planning Group	3.75K	Dec 31, 23	--	0.00%
Bartlett & Co. LLC	1.07K	Dec 31, 23	-463	0.00%
DB Wealth Management Group, LLC	120	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	873.96K	Sep 30, 23	+20.69K	0.81%
Icon Wealth Partners, LLC	215.15K	Sep 30, 23	-53.81K	0.20%
TIEDEMANN ADVISORS, LLC	76.32K	Sep 30, 23	+5.00K	0.07%
COMERICA SECURITIES,INC.	18.91K	Sep 30, 23	-37.81K	0.02%
Wealth Management Solutions, LLC	10.76K	Sep 30, 23	-302	0.01%
ADVISOR PARTNERS II, LLC	9.58K	Sep 30, 23	--	0.01%
Truadvice, LLC	8.51K	Sep 30, 23	-6.30K	0.01%
Johnson Midwest Financial, LLC	20	Sep 30, 23	--	0.00%
3D/L Capital Management, LLC	--	Sep 30, 23	-2.21K	--
TIAA, FSB	4.57M	Jun 30, 23	+122.79K	4.25%
Intercontinental Wealth Advisors, LLC	27.95K	Jun 30, 23	-136	0.03%
PFS INVESTMENTS INC.	19.98K	Jun 30, 23	-13.54K	0.02%
LEO BROKERAGE, LLC	19.05K	Jun 30, 23	-51	0.02%
BMS Financial Advisors, LLC	13.67K	Jun 30, 23	-16.26K	0.01%
Vident Investment Advisory, LLC	9.79K	Jun 30, 23	-51	0.01%
Lumature Wealth Partners, LLC	6.37K	Jun 30, 23	-372	0.01%
Financial Architects, Inc	3.79K	Jun 30, 23	-780	0.00%
Ten Capital Wealth Advisors, LLC	3.23K	Jun 30, 23	-141	0.00%
Endurance Wealth Management, Inc.	956	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	435	Jun 30, 23	+1	0.00%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-514	--
Parsec Financial Management, Inc.	62.36K	Mar 31, 23	+5.45K	0.06%
HARVEST GROUP WEALTH MANAGEMENT, LLC	18.87K	Mar 31, 23	+6.56K	0.02%
Cardinal Point Wealth Management Partners, LLC	3.85K	Mar 31, 23	+330	0.00%
LeJeune Puetz Investment Counsel LLC	1.90K	Mar 31, 23	--	0.00%
Personal Capital Advisors Corp	840.34K	Dec 31, 22	+39.11K	0.78%
Laurel Wealth Advisors, Inc.	19.68K	Dec 31, 22	-2.86K	0.02%
S.C. Financial Services, Inc.	18.03K	Dec 31, 22	-8.74K	0.02%
BOENNING & SCATTERGOOD, INC.	3.39K	Dec 31, 22	+250	0.00%
Gallagher Benefit Services, Inc.	3.28K	Dec 31, 22	+3.28K	0.00%
F3Logic, LLC	3.28K	Dec 31, 22	+278	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	2.95K	Dec 31, 22	-58	0.00%
Burleson & Company, LLC	1.29K	Dec 31, 22	-1.71K	0.00%
Sargent Bickham Lagudis LLC	234	Dec 31, 22	+234	0.00%
ZEKE CAPITAL ADVISORS, LLC	--	Dec 31, 22	-3.44K	--
55I, LLC	4.57M	Sep 30, 22	-83.61K	4.25%
Spectrum Management Group, LLC	262.13K	Sep 30, 22	+44.13K	0.24%
Highland Private Wealth Management	176.72K	Sep 30, 22	-2.23K	0.16%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	106.05K	Sep 30, 22	+33.25K	0.10%
Strategic Asset Management, LLC	35.93K	Sep 30, 22	-254	0.03%
American Portfolios Advisors	35.12K	Sep 30, 22	+154	0.03%
CPWM, LLC	28.66K	Sep 30, 22	+131	0.03%
REGENTATLANTIC CAPITAL LLC	22.72K	Sep 30, 22	+9.87K	0.02%
WESTERN FINANCIAL Corp	16.38K	Sep 30, 22	+814	0.02%
Round Table Services, LLC	11.62K	Sep 30, 22	-110	0.01%
Karp Capital Management Corp	9.53K	Sep 30, 22	+9.53K	0.01%
Jefferies Group LLC	3.21K	Sep 30, 22	+10	0.00%
KARLINSKI ANDREW C	1.34K	Sep 30, 22	+1.10K	0.00%
SIENA CAPITAL LLC	990	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	500	Sep 30, 22	-1.10K	0.00%
FURE FINANCIAL CORP	--	Sep 30, 22	-140	--
ADVISOR PARTNERS LLC	9.09K	Jun 30, 22	+3.41K	0.01%
Pinnacle Private Wealth, LLC	4.80K	Jun 30, 22	--	0.00%
Private Capital Group, LLC	1.48K	Jun 30, 22	-38.62K	0.00%
Lake Point Wealth Management	68	Jun 30, 22	+68	0.00%
Karn, Couzens & Associates, Inc.	24.70K	Mar 31, 22	+2.22K	0.02%
People's United Financial, Inc.	3.73K	Mar 31, 22	-1.22K	0.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3.22K	Mar 31, 22	+162	0.00%
Lenox Wealth Advisors, LLC	585	Mar 31, 22	+585	0.00%
CAPITAL ONE FINANCIAL CORP	--	Mar 31, 22	-5.54K	--
HawsGoodwin Investment Management LLC	370.13K	Dec 31, 21	+8.13K	0.34%
VIVID FINANCIAL MANAGEMENT, INC.	300.60K	Dec 31, 21	+17.92K	0.28%
Biltmore Capital Advisors LLC	257.45K	Dec 31, 21	+21.55K	0.24%
NEXT Financial Group, Inc	191.34K	Dec 31, 21	+68.33K	0.18%
Castle Financial & Retirement Planning Associates, Inc.	17.65K	Dec 31, 21	+17.65K	0.02%
QUEST CAPITAL MANAGEMENT INC /ADV	16.61K	Dec 31, 21	+16.61K	0.02%
Carroll Financial Associates, Inc.	6.33K	Dec 31, 21	+6.33K	0.01%
Hayden Royal, LLC	3.52K	Dec 31, 21	--	0.00%
REILLY FINANCIAL ADVISORS, LLC	23	Dec 31, 21	--	0.00%
Crescent Capital Consulting, LLC	9	Dec 31, 21	+9	0.00%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	66.89K	Sep 30, 21	+5.80K	0.06%
Cascadia Advisory Services, LLC	62.38K	Sep 30, 21	+2.96K	0.06%
BHF RG Capital Inc.	41.62K	Sep 30, 21	-62.02K	0.04%
Filbrandt Wealth Management, LLC	37.69K	Sep 30, 21	+1.15K	0.04%
Homrich & Berg	36.89K	Sep 30, 21	+655	0.03%
Ameritas Investment Company, LLC	5.57K	Sep 30, 21	+4.67K	0.01%
Berman Capital Advisors, LLC	3.26K	Sep 30, 21	--	0.00%
NorthCoast Asset Management LLC	2.09K	Sep 30, 21	--	0.00%
Nachman Norwood & Parrott, Inc	307.79K	Jun 30, 21	+39.80K	0.29%
AdvicePeriod, LLC	13.07K	Jun 30, 21	+522	0.01%
Hoover Financial Advisors, Inc.	387	Jun 30, 21	--	0.00%
FormulaFolio Investments, LLC	10	Jun 30, 21	--	0.00%
NORTH AMERICAN MANAGEMENT CORP	20.56K	Mar 31, 21	+606	0.02%
Sullivan, Bruyette, Speros & Blaney, LLC	7.71K	Mar 31, 21	+167	0.01%
Paracle Advisors, LLC	7.57K	Mar 31, 21	--	0.01%
Lighthouse Financial Advisors, Inc.	7.12K	Mar 31, 21	+328	0.01%
Pinnacle Advisory Group, Inc.	3.18K	Mar 31, 21	-458	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	87.09K	Dec 31, 20	+4.95K	0.08%
Reby Advisors, LLC	745	Dec 31, 20	+745	0.00%
ETRADE Capital Management LLC	1.79M	Sep 30, 20	+335.37K	1.66%
First Allied Advisory Services, Inc.	160.91K	Sep 30, 20	+10.49K	0.15%
LifePlan Financial Group, Inc	81.33K	Sep 30, 20	+114	0.08%
Wellesley Investment Partners, LLC	12.13K	Sep 30, 20	+4.38K	0.01%
SHINE INVESTMENT ADVISORY SERVICES INC	7.90K	Sep 30, 20	+5.59K	0.01%
Wealthspire Advisors, L.P.	3.46K	Sep 30, 20	+3.46K	0.00%
FCG ADVISORS, LLC	--	Sep 30, 20	-5.71K	--
BRINKER CAPITAL INC	10.95K	Jun 30, 20	-55	0.01%
Maxim Capital Management LLC	7.38K	Jun 30, 20	+1.05K	0.01%
Lenox Wealth Management, Inc.	2.57K	Jun 30, 20	+711	0.00%
CA Family Wealth, LLC	7.18K	Mar 31, 20	+7.18K	0.01%
ACCURATE INVESTMENT SOLUTIONS, INC.	7.11K	Mar 31, 20	+7.11K	0.01%
Advisor Group, Inc.	21.08K	Dec 31, 19	+9.25K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	12.05K	Dec 31, 19	+3.80K	0.01%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	278	Sep 30, 19	--	0.00%
Clarfeld Financial Advisors, LLC	2.45K	Dec 31, 18	+2.45K	0.00%
Watermark Asset Management, Inc.	2.37K	Dec 31, 18	+1.67K	0.00%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Affinity Capital Advisors, LLC

146.61K

Jun 30, 26

-2.84K

0.14%

Apella Capital, LLC

70.79K

Jun 30, 26

-1.04K

0.07%

Archer Investment Management, LLC

33.19K

Jun 30, 26

+693

0.03%

Pioneer Wealth Management Group

25.23K

Jun 30, 26

+4.89K

0.02%

ZRC WEALTH MANAGEMENT, LLC

25.01K

Jun 30, 26

+389

0.02%

Foster Group, Inc.

24.60K

Jun 30, 26

-81

0.02%

SigFig Wealth Management, LLC

21.77K

Jun 30, 26

-521

0.02%

Ridgeline Wealth, LLC

18.21K

Jun 30, 26

-153

0.02%

Strategic Point Investment Advisors, LLC

12.39K

Jun 30, 26

+95

0.01%

Dynamic Advisor Solutions LLC

9.32K

Jun 30, 26

-30

0.01%

Ryan Investment Management, Inc.

8.96K

Jun 30, 26

+4.32K

0.01%

HOWARD FINANCIAL SERVICES, LTD.

4.79K

Jun 30, 26

0.00%

Trilogy Capital Inc.

4.71K

Jun 30, 26

-5

0.00%

CLUNE & ASSOCIATES, LTD.

4.24K

Jun 30, 26

0.00%

Bison Wealth, LLC

4.17K

Jun 30, 26

0.00%

EASTERN BANK

3.63K

Jun 30, 26

0.00%

CX Institutional

3.28K

Jun 30, 26

0.00%

Finley Financial, LLC

2.86K

Jun 30, 26

0.00%

PRIVATE CLIENT SERVICES, LLC

2.38K

Jun 30, 26

0.00%

Fermata Advisors, LLC

1.75K

Jun 30, 26

-110

0.00%

Graves Light Lenhart Wealth, Inc.

1.44K

Jun 30, 26

0.00%

Cooper Financial Group

1.41K

Jun 30, 26

-18

0.00%

Greenfield Savings Bank

1.40K

Jun 30, 26

+1.40K

0.00%

HARBOR INVESTMENT ADVISORY, LLC

527

Jun 30, 26

0.00%

Arlington Trust Co LLC

480

Jun 30, 26

0.00%

ATWOOD & PALMER INC

Jun 30, 26

0.00%

GK Wealth Management LLC

Jun 30, 26

-2.39K

GAMMA Investing LLC

Jun 30, 26

-29

BANK OF AMERICA CORP /DE/

13.80M

Mar 31, 26

+467.56K

12.84%

JPMORGAN CHASE & CO

10.01M

Mar 31, 26

-281.57K

9.31%

NORTHERN TRUST CORP

5.14M

Mar 31, 26

-22.49K

4.78%

GOLDMAN SACHS GROUP INC

4.05M

Mar 31, 26

+31.23K

3.77%

Betterment LLC

4.04M

Mar 31, 26

+117.32K

3.76%

Acorns Advisers, LLC

2.65M

Mar 31, 26

+86.58K

2.47%

Wealthfront Advisers LLC

2.65M

Mar 31, 26

+54.89K

2.46%

BlackRock, Inc.

2.36M

Mar 31, 26

+253.51K

2.19%

ENVESTNET ASSET MANAGEMENT INC

2.10M

Mar 31, 26

+162.93K

1.95%

MORGAN STANLEY

1.78M

Mar 31, 26

-831.85K

1.66%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

1.31M

Mar 31, 26

+1.31M

1.22%

WELLS FARGO & COMPANY/MN

1.29M

Mar 31, 26

-768.53K

1.20%

LPL Financial LLC

1.18M

Mar 31, 26

+21.29K

1.10%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.07M

Mar 31, 26

+46.01K

1.00%

FIDUCIARY TRUST CO

697.20K

Mar 31, 26

+18.72K

0.65%

ROYAL BANK OF CANADA

521.79K

Mar 31, 26

-7.51K

0.49%

Empower Advisory Group, LLC

503.65K

Mar 31, 26

-258.26K

0.47%

COMMONWEALTH EQUITY SERVICES, LLC

369.66K

Mar 31, 26

-6.62K

0.34%

Ally Invest Advisors Inc.

348.20K

Mar 31, 26

+12.87K

0.32%

Miracle Mile Advisors, LLC

344.53K

Mar 31, 26

+31.48K

0.32%

AMERIPRISE FINANCIAL INC

342.39K

Mar 31, 26

-19.66K

0.32%

Clearstead Advisors, LLC

337.90K

Mar 31, 26

+335.30K

0.31%

Envestnet Portfolio Solutions, Inc.

330.86K

Mar 31, 26

-2.64K

0.31%

HighTower Advisors, LLC

325.21K

Mar 31, 26

+18.76K

0.30%

Creative Planning

313.43K

Mar 31, 26

+3.74K

0.29%

CITIGROUP INC

302.01K

Mar 31, 26

-158.86K

0.28%

UBS Group AG

299.51K

Mar 31, 26

+5.15K

0.28%

Cetera Investment Advisers

276.08K

Mar 31, 26

+395

0.26%

FMR LLC

275.85K

Mar 31, 26

+42.11K

0.26%

MERCER GLOBAL ADVISORS INC /ADV

270.19K

Mar 31, 26

+144

0.25%

CWM, LLC

263.83K

Mar 31, 26

-13.85K

0.25%

IMPACTfolio, LLC

261.45K

Mar 31, 26

-27.75K

0.24%

ALLIANCEBERNSTEIN L.P.

243.48K

Mar 31, 26

+69.34K

0.23%

ALESCO ADVISORS LLC

241.55K

Mar 31, 26

-7.25K

0.22%

Brookstone Capital Management

241.48K

Mar 31, 26

+17.76K

0.22%

Cambridge Investment Research Advisors, Inc.

239.94K

Mar 31, 26

+47.83K

0.22%

MISSION WEALTH MANAGEMENT, LP

222.36K

Mar 31, 26

-2.97K

0.21%

PARK AVENUE SECURITIES LLC

205.63K

Mar 31, 26

-310

0.19%

RAYMOND JAMES FINANCIAL INC

197.41K

Mar 31, 26

-24.92K

0.18%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

192.35K

Mar 31, 26

-18.03K

0.18%

Ashton Thomas Private Wealth, LLC

186.05K

Mar 31, 26

-1.31K

0.17%

Beacon Pointe Advisors, LLC

177.71K

Mar 31, 26

+59.91K

0.17%

Joel Isaacson & Co., LLC

176.96K

Mar 31, 26

+361

0.16%

KEYBANK NATIONAL ASSOCIATION/OH

165.01K

Mar 31, 26

-61.06K

0.15%

MML INVESTORS SERVICES, LLC

161.41K

Mar 31, 26

-21.11K

0.15%

Rock Creek Group, LP

161.10K

Mar 31, 26

0.15%

Sand Hill Global Advisors, LLC

157.31K

Mar 31, 26

+2.30K

0.15%

Affinity Capital Advisors, LLC

149.45K

Mar 31, 26

-1.14K

0.14%

CI Private Wealth, LLC

144.19K

Mar 31, 26

+11.41K

0.13%

ADVISOR GROUP HOLDINGS, INC.

143.19K

Mar 31, 26

-58.82K

0.13%

Erickson Financial Group, LLC

136.41K

Mar 31, 26

+2.63K

0.13%

FLPUTNAM INVESTMENT MANAGEMENT CO

128.26K

Mar 31, 26

+1.66K

0.12%

Cartesian Growth Corp

123.50K

Mar 31, 26

+5.09K

0.11%

CHOREO, LLC

121.00K

Mar 31, 26

-3.15K

0.11%

Integrated Wealth Concepts LLC

120.90K

Mar 31, 26

+29.47K

0.11%

Mariner, LLC

118.13K

Mar 31, 26

-4.68K

0.11%

Cerity Partners LLC

116.60K

Mar 31, 26

+20.85K

0.11%

Janney Montgomery Scott LLC

105.74K

Mar 31, 26

+383

0.10%

NewEdge Advisors, LLC

104.45K

Mar 31, 26

-12.52K

0.10%

Sharkey, Howes & Javer

101.74K

Mar 31, 26

-5.84K

0.09%

One Wealth Advisors, LLC

101.42K

Mar 31, 26

-4.58K

0.09%

HARBOUR INVESTMENTS, INC.

97.00K

Mar 31, 26

+2.89K

0.09%

Facet Wealth, Inc.

90.74K

Mar 31, 26

+18.62K

0.08%

Van Hulzen Asset Management, LLC

89.84K

Mar 31, 26

-59

0.08%

BANK OF MONTREAL /CAN/

85.84K

Mar 31, 26

+39.39K

0.08%

Blue Edge Capital, LLC

84.92K

Mar 31, 26

-6.38K

0.08%

CLIENT 1ST ADVISORY GROUP, LLC

84.82K

Mar 31, 26

-1.68K

0.08%

SEI INVESTMENTS CO

83.82K

Mar 31, 26

-945

0.08%

STALEY CAPITAL ADVISERS INC

80.00K

Mar 31, 26

0.07%

Kestra Advisory Services, LLC

79.17K

Mar 31, 26

+10.84K

0.07%

Relyea Zuckerberg Hanson LLC

78.42K

Mar 31, 26

+201

0.07%

BNP PARIBAS ARBITRAGE, SNC

74.91K

Mar 31, 26

+33.02K

0.07%

Keebeck Wealth Management, LLC

73.21K

Mar 31, 26

-1.49K

0.07%

Plancorp, LLC

72.39K

Mar 31, 26

-673

0.07%

Apella Capital, LLC

71.83K

Mar 31, 26

-7.77K

0.07%

Resources Investment Advisors, LLC.

70.64K

Mar 31, 26

-505

0.07%

Laurel Wealth Planning LLC

70.31K

Mar 31, 26

-2.04K

0.07%

Wealth Architects, LLC

69.84K

Mar 31, 26

+3.99K

0.06%

Clarity Asset Management, Inc.

68.15K

Mar 31, 26

-15.45K

0.06%

TWO SIGMA INVESTMENTS, LP

67.80K

Mar 31, 26

-2.70K

0.06%

NorthRock Partners, LLC

67.68K

Mar 31, 26

-1.02K

0.06%

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

67.28K

Mar 31, 26

+4.81K

0.06%

Fisher Asset Management, LLC

64.96K

Mar 31, 26

+560

0.06%

One Capital Management, LLC

64.78K

Mar 31, 26

+23.92K

0.06%

Prudent Man Advisors, LLC

64.77K

Mar 31, 26

-6.15K

0.06%

Strategic Blueprint, LLC

64.56K

Mar 31, 26

-699

0.06%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

64.44K

Mar 31, 26

-1.94K

0.06%

Klaas Financial Asset Advisors, LLC

61.62K

Mar 31, 26

+434

0.06%

SCHRODER INVESTMENT MANAGEMENT GROUP

61.62K

Mar 31, 26

-3.18K

0.06%

Wealthspire Advisors, LLC

61.37K

Mar 31, 26

-4.88K

0.06%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

61.05K

Mar 31, 26

+760

0.06%

Colony Group, LLC

60.51K

Mar 31, 26

-69

0.06%

Parallel Advisors, LLC

58.62K

Mar 31, 26

+5.32K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

57.32K

Mar 31, 26

-57

0.05%

WILEY BROS.-AINTREE CAPITAL, LLC

56.76K

Mar 31, 26

+7.49K

0.05%

Modera Wealth Management, LLC

56.52K

Mar 31, 26

-674

0.05%

Cypress Wealth Services, LLC

56.35K

Mar 31, 26

-1.59K

0.05%

Farther Finance Advisors, LLC

56.21K

Mar 31, 26

+3.50K

0.05%

UMB Bank, n.a.

55.34K

Mar 31, 26

+16.42K

0.05%

Sanctuary Advisors, LLC

55.11K

Mar 31, 26

-870

0.05%

RETIREMENT INCOME SOLUTIONS, INC

54.53K

Mar 31, 26

+227

0.05%

CAPTRUST FINANCIAL ADVISORS

53.84K

Mar 31, 26

+2.74K

0.05%

ASSETMARK, INC

53.84K

Mar 31, 26

+2.04K

0.05%

Advisory Services Network, LLC

53.49K

Mar 31, 26

-680

0.05%

Decker Retirement Planning Inc.

50.75K

Mar 31, 26

+5.68K

0.05%

Merit Financial Group, LLC

49.52K

Mar 31, 26

+4.69K

0.05%

CFS Investment Advisory Services, LLC

48.64K

Mar 31, 26

-1.17K

0.05%

TRUIST FINANCIAL CORP

48.36K

Mar 31, 26

-134.45K

0.04%

Atlas Legacy Advisors, LLC

48.04K

Mar 31, 26

+901

0.04%

Private Advisor Group, LLC

43.89K

Mar 31, 26

+3.31K

0.04%

Yukon Wealth Management, Inc.

42.10K

Mar 31, 26

-78

0.04%

Summit Wealth Group, LLC

40.27K

Mar 31, 26

-1.20K

0.04%

SPINNAKER TRUST

40.12K

Mar 31, 26

-692

0.04%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

40.01K

Mar 31, 26

+14

0.04%

McKinley Carter Wealth Services, Inc.

39.93K

Mar 31, 26

+6.77K

0.04%

Aptus Capital Advisors, LLC

39.81K

Mar 31, 26

-1.10K

0.04%

Mutual Advisors, LLC

39.49K

Mar 31, 26

-128

0.04%

Perigon Wealth Management, LLC

39.04K

Mar 31, 26

-368

0.04%

Avise Financial Cooperative, Inc.

38.61K

Mar 31, 26

+3.80K

0.04%

Balanced Rock Investment Advisor

35.99K

Mar 31, 26

+509

0.03%

Banco Santander, S.A.

35.60K

Mar 31, 26

+4.60K

0.03%

Physician Wealth Advisors, Inc.

35.58K

Mar 31, 26

+1.93K

0.03%

ACADIAN ASSET MANAGEMENT LLC

35.25K

Mar 31, 26

+2.27K

0.03%

Mascoma Wealth Management LLC

35.08K

Mar 31, 26

+2.57K

0.03%

Brinker Capital Investments, LLC

34.48K

Mar 31, 26

-2.38K

0.03%

Maia Wealth LLC

33.55K

Mar 31, 26

-1.71K

0.03%

Horst & Graben Wealth Management LLC

33.21K

Mar 31, 26

-509

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.02K

Mar 31, 26

+33.02K

0.03%

PLANNING ALTERNATIVES LTD /ADV

32.56K

Mar 31, 26

-3.21K

0.03%

Archer Investment Management, LLC

32.49K

Mar 31, 26

+26.01K

0.03%

Stratos Wealth Partners, LTD.

31.59K

Mar 31, 26

-117

0.03%

SAGESPRING WEALTH PARTNERS, LLC

30.64K

Mar 31, 26

+337

0.03%

Goodwin Investment Advisory

30.64K

Mar 31, 26

-135

0.03%

Keystone Wealth Services, LLC

30.56K

Mar 31, 26

-217

0.03%

Buckingham Strategic Partners

30.17K

Mar 31, 26

-5.23K

0.03%

Rockefeller Capital Management L.P.

29.72K

Mar 31, 26

+1.61K

0.03%

Steward Partners Investment Advisory, LLC

28.98K

Mar 31, 26

+358

0.03%

GeoWealth Management, LLC

28.80K

Mar 31, 26

+561

0.03%

BROWN ADVISORY INC

28.49K

Mar 31, 26

+8.68K

0.03%

RFG Advisory, LLC

28.07K

Mar 31, 26

-18

0.03%

HRT FINANCIAL LP

27.45K

Mar 31, 26

+4.71K

0.03%

CreativeOne Wealth, LLC

27.43K

Mar 31, 26

+1.51K

0.03%

Weil Company, Inc.

27.27K

Mar 31, 26

+4.44K

0.03%

Balance Wealth, LLC

26.11K

Mar 31, 26

-374

0.02%

WealthPlan Investment Management, LLC

25.77K

Mar 31, 26

+21

0.02%

Equitable Holdings, Inc.

25.48K

Mar 31, 26

-50

0.02%

Moment Partners, LLC

24.86K

Mar 31, 26

-91

0.02%

Jordan Park Group LLC

24.73K

Mar 31, 26

+635

0.02%

ZRC WEALTH MANAGEMENT, LLC

24.62K

Mar 31, 26

+73

0.02%

STIFEL FINANCIAL CORP

24.12K

Mar 31, 26

-991

0.02%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

24.07K

Mar 31, 26

+63

0.02%

FLC Capital Advisors

23.97K

Mar 31, 26

-104

0.02%

Savant Capital, LLC

23.69K

Mar 31, 26

-1.23K

0.02%

HB Wealth Management, LLC

23.58K

Mar 31, 26

-97

0.02%

WT Wealth Management

23.52K

Mar 31, 26

-2.85K

0.02%

Opes Wealth Management LLC

23.33K

Mar 31, 26

+70

0.02%

SOFI WEALTH, LLC

23.13K

Mar 31, 26

+4.55K

0.02%

MA Private Wealth

23.10K

Mar 31, 26

-97

0.02%

WEDBUSH SECURITIES INC

23.07K

Mar 31, 26

-133

0.02%

IEQ CAPITAL, LLC

22.74K

Mar 31, 26

-377

0.02%

Bank of New York Mellon Corp

22.56K

Mar 31, 26

-32.72K

0.02%

Integris Wealth Management, LLC

22.39K

Mar 31, 26

-1.04K

0.02%

SigFig Wealth Management, LLC

22.29K

Mar 31, 26

+126

0.02%

Garde Capital, Inc.

22.09K

Mar 31, 26

+67

0.02%

REGIONS FINANCIAL CORP

21.91K

Mar 31, 26

-1.13K

0.02%

Forthright Family Wealth Advisory LLC

21.70K

Mar 31, 26

+21.70K

0.02%

Ronald Blue Trust, Inc.

21.62K

Mar 31, 26

-1.20K

0.02%

KPP Advisory Services LLC

21.37K

Mar 31, 26

+21.37K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

21.23K

Mar 31, 26

+15.69K

0.02%

PFG Investments, LLC

21.20K

Mar 31, 26

+78

0.02%

Pure Financial Advisors, LLC

21.05K

Mar 31, 26

+5.82K

0.02%

LIFELONG WEALTH ADVISORS, INC.

21.05K

Mar 31, 26

-17

0.02%

EP Wealth Advisors, LLC

20.46K

Mar 31, 26

+353

0.02%

Atomi Financial Group, Inc.

20.38K

Mar 31, 26

+3.59K

0.02%

HF Advisory Group, LLC

20.05K

Mar 31, 26

-306

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

19.87K

Mar 31, 26

+495

0.02%

XTX Topco Ltd

19.66K

Mar 31, 26

+17.27K

0.02%

JOURNEY STRATEGIC WEALTH LLC

19.37K

Mar 31, 26

-411

0.02%

Pathstone Holdings, LLC

19.25K

Mar 31, 26

0.02%

SOL Capital Management CO

18.88K

Mar 31, 26

+18.88K

0.02%

Leo Wealth, LLC

18.87K

Mar 31, 26

+497

0.02%

Independent Advisor Alliance

18.75K

Mar 31, 26

+14.31K

0.02%

Brooklyn FI, LLC

18.69K

Mar 31, 26

-159

0.02%

Cascade Financial Partners, LLC

18.50K

Mar 31, 26

0.02%

FIRST HORIZON CORP

18.49K

Mar 31, 26

-567

0.02%

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

18.46K

Mar 31, 26

-1.27K

0.02%

FRANKLIN RESOURCES INC

18.27K

Mar 31, 26

+442

0.02%

Focus Financial Network, Inc.

18.21K

Mar 31, 26

-1.53K

0.02%

AE Wealth Management LLC

17.99K

Mar 31, 26

+2.94K

0.02%

MGO ONE SEVEN LLC

17.80K

Mar 31, 26

+11

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

17.63K

Mar 31, 26

-1.44K

0.02%

Higgins & Schmidt Wealth Strategies LLC

17.57K

Mar 31, 26

+124

0.02%

Annis Gardner Whiting Capital Advisors, LLC

17.52K

Mar 31, 26

0.02%

Diversified Trust Co

17.30K

Mar 31, 26

0.02%

Fingerlakes Wealth Management, Inc.

17.29K

Mar 31, 26

-73

0.02%

Mirae Asset Global Investments Co., Ltd.

17.24K

Mar 31, 26

-29.74K

0.02%

White Lighthouse Investment Management Inc.

17.19K

Mar 31, 26

+50

0.02%

Concurrent Investment Advisors, LLC

17.08K

Mar 31, 26

+2.43K

0.02%

MAI Capital Management

17.05K

Mar 31, 26

-531

0.02%

COLDSTREAM CAPITAL MANAGEMENT INC

16.82K

Mar 31, 26

0.02%

Icon Wealth Advisors, LLC

16.61K

Mar 31, 26

+37

0.02%

TD Waterhouse Canada Inc.

16.54K

Mar 31, 26

-363

0.02%

ONE Advisory Partners, LLC

16.48K

Mar 31, 26

-644

0.02%

Spectrum Asset Management, Inc. (NB/CA)

16.33K

Mar 31, 26

+1.19K

0.02%

Snowden Capital Advisors LLC

16.18K

Mar 31, 26

-291

0.02%

Perennial Investment Advisors, LLC

15.99K

Mar 31, 26

+168

0.01%

Regal Investment Advisors LLC

15.78K

Mar 31, 26

-137

0.01%

Sequoia Financial Advisors, LLC

15.65K

Mar 31, 26

+2.91K

0.01%

J.W. COLE ADVISORS, INC.

15.32K

Mar 31, 26

+288

0.01%

Apollon Wealth Management, LLC

15.27K

Mar 31, 26

-730

0.01%

Savvy Advisors, Inc.

15.00K

Mar 31, 26

+11.15K

0.01%

Arkadios Wealth Advisors

14.96K

Mar 31, 26

+1.51K

0.01%

MACROVIEW INVESTMENT MANAGEMENT LLC

14.93K

Mar 31, 26

0.01%

BEACON FINANCIAL GROUP

14.82K

Mar 31, 26

+194

0.01%

TIAA TRUST, NATIONAL ASSOCIATION

14.79K

Mar 31, 26

-5.97M

0.01%

Mayflower Financial Advisors, LLC

14.78K

Mar 31, 26

-79

0.01%

SYM FINANCIAL Corp

14.73K

Mar 31, 26

-282

0.01%

1ST SOURCE BANK

14.47K

Mar 31, 26

-385

0.01%

Vision Capital Management, Inc.

14.40K

Mar 31, 26

-238

0.01%

NEPC LLC

13.90K

Mar 31, 26

0.01%

Boulder Wealth Advisors, LLC

13.66K

Mar 31, 26

-21.57K

0.01%

Acropolis Investment Management, LLC

13.57K

Mar 31, 26

-40

0.01%

GFS Advisors, LLC

13.50K

Mar 31, 26

0.01%

RHS Financial, LLC

13.41K

Mar 31, 26

-63

0.01%

Avidian Wealth Solutions, LLC

13.22K

Mar 31, 26

-53

0.01%

BlueStem Wealth Partners, LLC

13.15K

Mar 31, 26

+131

0.01%

DAVENPORT & Co LLC

12.98K

Mar 31, 26

-267

0.01%

GSB Wealth Management, LLC

12.88K

Mar 31, 26

-485

0.01%

Morling Financial Advisors, LLC

12.79K

Mar 31, 26

+262

0.01%

Cranbrook Wealth Management, LLC

12.73K

Mar 31, 26

+239

0.01%

Allworth Financial LP

12.73K

Mar 31, 26

-105

0.01%

Mendel Capital Management LLC

12.65K

Mar 31, 26

+12.65K

0.01%

WIT, LLC

12.47K

Mar 31, 26

0.01%

Strategic Point Investment Advisors, LLC

12.29K

Mar 31, 26

-390

0.01%

Pensionmark Financial Group, LLC

12.28K

Mar 31, 26

+60

0.01%

Simplicity Wealth,LLC

12.20K

Mar 31, 26

-882

0.01%

BLAIR WILLIAM & CO/IL

11.76K

Mar 31, 26

-783

0.01%

Investor's Fiduciary Advisor Network, LLC

11.67K

Mar 31, 26

-102

0.01%

Ipsen Advisor Group LLC

11.53K

Mar 31, 26

-220

0.01%

Ramiah Investment Group

11.53K

Mar 31, 26

-839

0.01%

Sage Mountain Advisors LLC

11.48K

Mar 31, 26

0.01%

Chicago Partners Investment Group LLC

11.32K

Mar 31, 26

+64

0.01%

GenTrust, LLC

11.32K

Mar 31, 26

-1.78K

0.01%

Patriot Financial Group Insurance Agency, LLC

11.32K

Mar 31, 26

+5.52K

0.01%

Charter Oak Capital Management, LLC

11.11K

Mar 31, 26

0.01%

Gateway Wealth Partners, LLC

10.97K

Mar 31, 26

+7.39K

0.01%

Sowell Financial Services LLC

10.93K

Mar 31, 26

+50

0.01%

Bogart Wealth, LLC

10.77K

Mar 31, 26

-3.14K

0.01%

CALIBER WEALTH MANAGEMENT, LLC / KS

10.71K

Mar 31, 26

-1.20K

0.01%

Catalytic Wealth RIA, LLC

10.66K

Mar 31, 26

+712

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

10.66K

Mar 31, 26

+769

0.01%

Smartleaf Asset Management LLC

10.65K

Mar 31, 26

-1.63K

0.01%

RCS Financial Planning, LLC

10.64K

Mar 31, 26

-127

0.01%

RTD Financial Advisors, Inc.

10.54K

Mar 31, 26

+693

0.01%

Baird Financial Group, Inc.

10.53K

Mar 31, 26

+146

0.01%

Headlands Technologies LLC

10.51K

Mar 31, 26

+301

0.01%

Scott Capital Advisors, LLC

10.49K

Mar 31, 26

+22

0.01%

AQR CAPITAL MANAGEMENT LLC

10.47K

Mar 31, 26

-606

0.01%

EverSource Wealth Advisors, LLC

10.39K

Mar 31, 26

+2.39K

0.01%

GOULD ASSET MANAGEMENT LLC /CA/

10.34K

Mar 31, 26

-115

0.01%

JMG Financial Group, Ltd.

10.30K

Mar 31, 26

-99

0.01%

OLIO Financial Planning

10.28K

Mar 31, 26

+198

0.01%

SNS Financial Group, LLC

10.20K

Mar 31, 26

+79

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

10.07K

Mar 31, 26

-231

0.01%

JONES FINANCIAL COMPANIES LLLP

10.05K

Mar 31, 26

+2.18K

0.01%

Montecito Bank & Trust

9.97K

Mar 31, 26

-2.73K

0.01%

BESSEMER GROUP INC

9.88K

Mar 31, 26

-2.00K

0.01%

WNY Asset Management, LLC

9.88K

Mar 31, 26

+9.88K

0.01%

KICKSTAND VENTURES, LLC.

9.84K

Mar 31, 26

-22

0.01%

Shared Vision Wealth Group LLC

9.78K

Mar 31, 26

-128

0.01%

Vise Technologies, Inc.

9.73K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

9.64K

Mar 31, 26

+8.60K

0.01%

WEALTHGARDEN F.S. LLC

9.56K

Mar 31, 26

+56

0.01%

Modern Wealth Management, LLC

9.55K

Mar 31, 26

-102

0.01%

West Wealth Group, LLC

9.47K

Mar 31, 26

-654

0.01%

CWC Advisors, LLC.

9.45K

Mar 31, 26

0.01%

FOUNDERS FINANCIAL SECURITIES LLC

9.44K

Mar 31, 26

+373

0.01%

PITTENGER & ANDERSON INC

9.43K

Mar 31, 26

+145

0.01%

Dynamic Advisor Solutions LLC

9.35K

Mar 31, 26

-532

0.01%

Compass Ion Advisors, LLC

9.25K

Mar 31, 26

0.01%

BLB&B Advisors, LLC

9.22K

Mar 31, 26

+243

0.01%

Gerber Kawasaki Wealth & Investment Management

9.21K

Mar 31, 26

+7.57K

0.01%

Hoxton Planning & Management, LLC

9.13K

Mar 31, 26

-6.10K

0.01%

Symmetry Partners, LLC

9.11K

Mar 31, 26

-80

0.01%

Tempus Wealth Planning, LLC

9.11K

Mar 31, 26

-1.49K

0.01%

Orin Green Financial, LLC

8.95K

Mar 31, 26

+975

0.01%

Wealth Alliance

8.90K

Mar 31, 26

+356

0.01%

KilterHowling LLC

8.81K

Mar 31, 26

+1.55K

0.01%

Advisors Capital Management, LLC

8.73K

Mar 31, 26

-70

0.01%

Rehmann Capital Advisory Group

8.66K

Mar 31, 26

+72

0.01%

CENTRAL TRUST Co

8.57K

Mar 31, 26

+344

0.01%

STEPHENS INC /AR/

8.40K

Mar 31, 26

-314

0.01%

Milestone Asset Management Group, LLC

8.16K

Mar 31, 26

-521

0.01%

NOTTINGHAM ADVISORS, INC.

8.13K

Mar 31, 26

-12

0.01%

W ADVISORS, LLC

8.04K

Mar 31, 26

-546

0.01%

Axis Wealth Partners, LLC

7.91K

Mar 31, 26

+76

0.01%

WBH ADVISORY INC

7.91K

Mar 31, 26

-2

0.01%

JB Capital LLC

7.86K

Mar 31, 26

-599

0.01%

NBT BANK N A /NY

7.84K

Mar 31, 26

+7.09K

0.01%

Aprio Wealth Management, LLC

7.83K

Mar 31, 26

-817

0.01%

Keystone Financial Services

7.83K

Mar 31, 26

-726

0.01%

MARINO, STRAM & ASSOCIATES LLC

7.78K

Mar 31, 26

+11

0.01%

Sovran Advisors, LLC

7.65K

Mar 31, 26

-325

0.01%

Crown Wealth Group, LLC

7.56K

Mar 31, 26

-439

0.01%

STRATEGY ASSET MANAGERS LLC

7.54K

Mar 31, 26

+171

0.01%

SENTINEL TRUST CO LBA

7.50K

Mar 31, 26

+92

0.01%

AlphaCore Capital LLC

7.42K

Mar 31, 26

-43

0.01%

Hughes Financial Services, LLC

7.34K

Mar 31, 26

+748

0.01%

FIRETHORN WEALTH PARTNERS, LLC

7.30K

Mar 31, 26

-70

0.01%

Morton Brown Family Wealth, LLC

7.29K

Mar 31, 26

-374

0.01%

Keel Point, LLC

7.26K

Mar 31, 26

0.01%

RETIREMENT CAPITAL STRATEGIES

7.24K

Mar 31, 26

-226

0.01%

Cresset Asset Management, LLC

7.14K

Mar 31, 26

0.01%

Brookwood Investment Group LLC

7.13K

Mar 31, 26

-1.23K

0.01%

Atria Investments, Inc

7.10K

Mar 31, 26

+510

0.01%

TSA Wealth Managment LLC

7.05K

Mar 31, 26

0.01%

McClarren Financial Advisors, Inc.

7.02K

Mar 31, 26

+3.34K

0.01%

ONE WEALTH CAPITAL MANAGEMENT, LLC

7.01K

Mar 31, 26

+161

0.01%

Bell Investment Advisors, Inc

7.01K

Mar 31, 26

+1.46K

0.01%

PRESILIUM PRIVATE WEALTH, LLC

7.00K

Mar 31, 26

+183

0.01%

D.A. DAVIDSON & CO.

6.99K

Mar 31, 26

+112

0.01%

Keener Financial Planning LLC

6.97K

Mar 31, 26

+133

0.01%

Midwest Heritage Bank, FSB

6.96K

Mar 31, 26

-346

0.01%

American Capital Advisory, LLC

6.96K

Mar 31, 26

-115

0.01%

ERn Financial, LLC

6.83K

Mar 31, 26

-151

0.01%

US BANCORP \DE\

6.82K

Mar 31, 26

+2.13K

0.01%

Chicago Capital, LLC

6.70K

Mar 31, 26

0.01%

MKT Advisors LLC

6.64K

Mar 31, 26

0.01%

CI INVESTMENTS INC.

6.60K

Mar 31, 26

+850

0.01%

Robertson Stephens Wealth Management, LLC

6.59K

Mar 31, 26

-1.20K

0.01%

Financial Partners Group, Inc

6.59K

Mar 31, 26

-64

0.01%

TD PRIVATE CLIENT WEALTH LLC

6.57K

Mar 31, 26

+1.82K

0.01%

Belpointe Asset Management LLC

6.49K

Mar 31, 26

+2.52K

0.01%

VALLEY NATIONAL ADVISERS INC

6.42K

Mar 31, 26

+2.70K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

6.41K

Mar 31, 26

-1.59K

0.01%

Prospera Financial Services Inc

6.32K

Mar 31, 26

+141

0.01%

Live Oak Investment Partners

6.31K

Mar 31, 26

-540

0.01%

Bigelow Investment Advisors, LLC

6.28K

Mar 31, 26

-365

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

6.27K

Mar 31, 26

+4.59K

0.01%

VANGUARD ADVISERS INC

6.26K

Mar 31, 26

+6.26K

0.01%

M&T BANK CORP

6.22K

Mar 31, 26

-532

0.01%

Metis Global Partners, LLC

6.21K

Mar 31, 26

+721

0.01%

MANNING & NAPIER ADVISORS LLC

6.20K

Mar 31, 26

-800

0.01%

TRAPHAGEN INVESTMENT ADVISORS LLC

6.09K

Mar 31, 26

-83

0.01%

Walkner Condon Financial Advisors LLC

6.09K

Mar 31, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

6.04K

Mar 31, 26

+423

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

6.04K

Mar 31, 26

+6.04K

0.01%

Ameraudi Asset Management, Inc.

6.02K

Mar 31, 26

0.01%

Ascent Group, LLC

5.99K

Mar 31, 26

-39

0.01%

Riverwater Partners LLC

5.97K

Mar 31, 26

+13

0.01%

Western Wealth Management, LLC

5.95K

Mar 31, 26

-138

0.01%

XML Financial, LLC

5.87K

Mar 31, 26

0.01%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

5.86K

Mar 31, 26

-21

0.01%

Cornerstone Financial Group, LLC /NE/

5.81K

Mar 31, 26

+460

0.01%

Destiny Wealth Partners, LLC

5.81K

Mar 31, 26

-117

0.01%

LifePlan Investment Advisors, Inc.

5.78K

Mar 31, 26

-430

0.01%

Meridian Wealth Management, LLC

5.75K

Mar 31, 26

-121

0.01%

Vident Advisory, LLC

5.71K

Mar 31, 26

-634

0.01%

Aaron Wealth Advisors LLC

5.69K

Mar 31, 26

+15

0.01%

Front Row Advisors LLC

5.66K

Mar 31, 26

-133

0.01%

Quadrant Private Wealth Management, LLC

5.63K

Mar 31, 26

-104

0.01%

FIRST TRUST ADVISORS LP

5.63K

Mar 31, 26

-640

0.01%

Waverly Advisors, LLC

5.62K

Mar 31, 26

-3

0.01%

XY Planning Network, Inc.

5.61K

Mar 31, 26

-730

0.01%

Talisman Wealth Advisors LLC

5.60K

Mar 31, 26

-98

0.01%

PRIVATE TRUST CO NA

5.57K

Mar 31, 26

-394

0.01%

IFP Advisors, Inc

5.55K

Mar 31, 26

+179

0.01%

Farrell Financial LLC

5.54K

Mar 31, 26

-143

0.01%

NewEdge Wealth, LLC

5.50K

Mar 31, 26

+3.40K

0.01%

SUTTON PLACE INVESTORS LLC

5.49K

Mar 31, 26

-3

0.01%

BECKER CAPITAL MANAGEMENT INC

5.49K

Mar 31, 26

0.01%

Shotwell Rutter Baer Inc

5.39K

Mar 31, 26

-10

0.01%

Detalus Advisors, LLC

5.30K

Mar 31, 26

0.00%

Weinberger Asset Management, Inc

5.29K

Mar 31, 26

+2.56K

0.00%

Lido Advisors, LLC

5.23K

Mar 31, 26

0.00%

Clear Creek Financial Management, LLC

5.20K

Mar 31, 26

-3.06K

0.00%

Kingsview Wealth Management, LLC

5.19K

Mar 31, 26

+591

0.00%

MBE Wealth Management, LLC

5.19K

Mar 31, 26

+716

0.00%

OMNI 360 Wealth, Inc.

5.18K

Mar 31, 26

-177

0.00%

ASPIRIANT, LLC

5.14K

Mar 31, 26

-1

0.00%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

5.11K

Mar 31, 26

0.00%

Two West Capital Advisors LLC

5.09K

Mar 31, 26

-2.17K

0.00%

Resonant Capital Advisors, LLC

5.05K

Mar 31, 26

0.00%

Great Diamond Partners, LLC

5.04K

Mar 31, 26

+356

0.00%

THEORY FINANCIAL LLC

4.98K

Mar 31, 26

-288

0.00%

AdvisorNet Financial, Inc

4.96K

Mar 31, 26

+1.06K

0.00%

WealthShield Partners, LLC

4.95K

Mar 31, 26

-1.16K

0.00%

IHT Wealth Management, LLC

4.88K

Mar 31, 26

-15

0.00%

Spire Wealth Management

4.87K

Mar 31, 26

-345

0.00%

Intrua Financial, LLC

4.80K

Mar 31, 26

-25

0.00%

MOTIVE WEALTH ADVISORS

4.79K

Mar 31, 26

0.00%

HOWARD FINANCIAL SERVICES, LTD.

4.78K

Mar 31, 26

+12

0.00%

Brewster Financial Planning LLC

4.74K

Mar 31, 26

0.00%

Ethic Inc.

4.71K

Mar 31, 26

+2.10K

0.00%

U.S. Capital Wealth Advisors, LLC

4.70K

Mar 31, 26

+26

0.00%

FC Advisory LLC

4.67K

Mar 31, 26

+35

0.00%

EQ LLC

4.65K

Mar 31, 26

+475

0.00%

Ryan Investment Management, Inc.

4.64K

Mar 31, 26

-3.47K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

4.64K

Mar 31, 26

+19

0.00%

Rossby Financial, LCC

4.63K

Mar 31, 26

+894

0.00%

SIGNATUREFD, LLC

4.44K

Mar 31, 26

+55

0.00%

Greenspring Advisors, LLC

4.44K

Mar 31, 26

0.00%

Capasso Planning Partners LLC

4.42K

Mar 31, 26

-100

0.00%

Meridian Financial Partners LLC

4.41K

Mar 31, 26

+98

0.00%

Rosenberg Matthew Hamilton

4.38K

Mar 31, 26

-229

0.00%

Veridan Wealth LLC

4.34K

Mar 31, 26

-91

0.00%

VestGen Advisors, LLC

4.32K

Mar 31, 26

+386

0.00%

WealthCollab, LLC

4.31K

Mar 31, 26

0.00%

Capital Asset Advisory Services LLC

4.31K

Mar 31, 26

-468

0.00%

Carnegie Capital Asset Management, LLC

4.31K

Mar 31, 26

+2.27K

0.00%

Cornerstone Planning Group LLC

4.26K

Mar 31, 26

+3.80K

0.00%

Adviser Investments LLC

4.24K

Mar 31, 26

0.00%

CLUNE & ASSOCIATES, LTD.

4.24K

Mar 31, 26

+4.24K

0.00%

B. Riley Wealth Advisors, Inc.

4.23K

Mar 31, 26

-569

0.00%

Foundations Investment Advisors, LLC

4.21K

Mar 31, 26

+455

0.00%

Bison Wealth, LLC

4.16K

Mar 31, 26

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

4.13K

Mar 31, 26

+50

0.00%

Archford Capital Strategies, LLC

4.13K

Mar 31, 26

0.00%

OPPENHEIMER & CO INC

4.09K

Mar 31, 26

-77

0.00%

Legacy Wealth Managment, LLC/ID

4.04K

Mar 31, 26

+231

0.00%

Valmark Advisers, Inc.

4.04K

Mar 31, 26

+43

0.00%

COMMERCE BANK

4.02K

Mar 31, 26

+371

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

3.98K

Mar 31, 26

+114

0.00%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

3.93K

Mar 31, 26

-39

0.00%

Lantz Financial LLC

3.86K

Mar 31, 26

+123

0.00%

Ancora Advisors, LLC

3.86K

Mar 31, 26

-134

0.00%

Mount Yale Investment Advisors, LLC

3.86K

Mar 31, 26

+3.86K

0.00%

Tarbox Family Office, Inc.

3.85K

Mar 31, 26

0.00%

North Berkeley Wealth Management, LLC

3.85K

Mar 31, 26

0.00%

Single Point Partners, LLC

3.84K

Mar 31, 26

+978

0.00%

Capital Investment Advisors, LLC

3.84K

Mar 31, 26

0.00%

Midwest Trust Co

3.83K

Mar 31, 26

-171

0.00%

Fortis Capital Advisors, LLC

3.77K

Mar 31, 26

+2.42K

0.00%

PFG Advisors

3.74K

Mar 31, 26

-1.64K

0.00%

Golden State Wealth Management, LLC

3.73K

Mar 31, 26

-24

0.00%

Venturi Wealth Management, LLC

3.72K

Mar 31, 26

+946

0.00%

Russell Investments Group, Ltd.

3.70K

Mar 31, 26

+2.18K

0.00%

Financial Gravity Asset Management, Inc.

3.69K

Mar 31, 26

-2

0.00%

Oregon Pacific Wealth Management, LLC

3.68K

Mar 31, 26

-195

0.00%

Peak Financial Management, Inc.

3.65K

Mar 31, 26

-30

0.00%

Quent Capital, LLC

3.56K

Mar 31, 26

-24

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

3.56K

Mar 31, 26

0.00%

Diversified Enterprises, LLC

3.55K

Mar 31, 26

-685

0.00%

LIBRA WEALTH LLC

3.54K

Mar 31, 26

0.00%

Destination Wealth Management

3.53K

Mar 31, 26

-263

0.00%

Baker Avenue Asset Management, LP

3.52K

Mar 31, 26

-100

0.00%

Proactive Wealth Strategies LLC

3.49K

Mar 31, 26

+1.75K

0.00%

RKL Wealth Management LLC

3.44K

Mar 31, 26

0.00%

Caprock Group, LLC

3.43K

Mar 31, 26

+137

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

3.41K

Mar 31, 26

+2.12K

0.00%

Capital Analysts, LLC

3.39K

Mar 31, 26

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

3.36K

Mar 31, 26

-162

0.00%

Scarborough Advisors, LLC

3.32K

Mar 31, 26

+1.61K

0.00%

Visionary Wealth Advisors

3.32K

Mar 31, 26

-475

0.00%

Tanager Wealth Management LLP

3.32K

Mar 31, 26

+21

0.00%

NWF Advisory Services Inc.

3.30K

Mar 31, 26

0.00%

Gen-Wealth Partners Inc

3.29K

Mar 31, 26

+112

0.00%

MATHER GROUP, LLC.

3.29K

Mar 31, 26

+210

0.00%

BCU Wealth Advisors, LLC

3.27K

Mar 31, 26

0.00%

STOCK YARDS BANK & TRUST CO

3.26K

Mar 31, 26

+65

0.00%

TABLEAUX LLC

3.23K

Mar 31, 26

0.00%

Grey Fox Wealth Advisors, LLC

3.22K

Mar 31, 26

+158

0.00%

Precision Wealth Strategies, LLC

3.22K

Mar 31, 26

+178

0.00%

Sovereign Financial Group, Inc.

3.21K

Mar 31, 26

-86

0.00%

Murphy, Middleton, Hinkle & Parker, Inc.

3.18K

Mar 31, 26

-8.04K

0.00%

CARY STREET PARTNERS FINANCIAL LLC

3.17K

Mar 31, 26

-227

0.00%

Invesco Ltd.

3.16K

Mar 31, 26

0.00%

Farmers National Bank

3.16K

Mar 31, 26

-58

0.00%

Smithfield Trust Co

3.15K

Mar 31, 26

0.00%

BAILARD, INC.

3.13K

Mar 31, 26

0.00%

PDS Planning, Inc

3.11K

Mar 31, 26

-23

0.00%

Summit Financial, LLC

3.11K

Mar 31, 26

-742

0.00%

Csenge Advisory Group

3.10K

Mar 31, 26

+400

0.00%

Heritage Family Offices, LLP

3.07K

Mar 31, 26

-403

0.00%

Freestone Capital Holdings, LLC

3.04K

Mar 31, 26

+300

0.00%

Wealthcare Advisory Partners LLC

3.04K

Mar 31, 26

-146

0.00%

Traveka Wealth, LLC

3.02K

Mar 31, 26

+260

0.00%

Advyzon Investment Management, LLC

3.00K

Mar 31, 26

+1.55K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

3.00K

Mar 31, 26

0.00%

VERUS CAPITAL PARTNERS, LLC

2.98K

Mar 31, 26

-2.12K

0.00%

Sherman Asset Management, Inc.

2.95K

Mar 31, 26

-801

0.00%

Strategic Financial Concepts, LLC

2.89K

Mar 31, 26

+733

0.00%

NORTHLAND SECURITIES, INC.

2.88K

Mar 31, 26

0.00%

American Money Management, LLC

2.88K

Mar 31, 26

+295

0.00%

Magnus Financial Group LLC

2.88K

Mar 31, 26

-783

0.00%

Prosperitas Financial LLC

2.87K

Mar 31, 26

+85

0.00%

Finley Financial, LLC

2.86K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.85K

Mar 31, 26

+477

0.00%

FINANCIAL MANAGEMENT NETWORK INC

2.82K

Mar 31, 26

-168

0.00%

Barnes Wealth Management Group, Inc

2.82K

Mar 31, 26

-58

0.00%

ABLE Financial Group, LLC

2.80K

Mar 31, 26

0.00%

Valtinson Bruner Financial Planning LLC

2.79K

Mar 31, 26

-106

0.00%

W.H. Cornerstone Investments Inc.

2.79K

Mar 31, 26

-33

0.00%

PRINCIPAL SECURITIES, INC.

2.79K

Mar 31, 26

-257

0.00%

JOHNSON INVESTMENT COUNSEL INC

2.78K

Mar 31, 26

0.00%

LAIRD NORTON TRUST COMPANY, LLC

2.78K

Mar 31, 26

+2.78K

0.00%

Essex Financial Services, Inc.

2.78K

Mar 31, 26

0.00%

Fort Point Capital Partners LLC

2.78K

Mar 31, 26

0.00%

BARCLAYS PLC

2.76K

Mar 31, 26

0.00%

Waldron Private Wealth LLC

2.75K

Mar 31, 26

+132

0.00%

Quantinno Capital Management LP

2.75K

Mar 31, 26

+445

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2.75K

Mar 31, 26

0.00%

CITIZENS FINANCIAL GROUP INC/RI

2.71K

Mar 31, 26

-88

0.00%

Bright Futures Wealth Management, LLC.

2.68K

Mar 31, 26

+388

0.00%

Forefront Wealth Partners, LLC

2.68K

Mar 31, 26

+2.68K

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

2.68K

Mar 31, 26

+237

0.00%

Vivaldi Capital Management LP

2.65K

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

2.64K

Mar 31, 26

-11.86K

0.00%

Dunhill Financial, LLC

2.60K

Mar 31, 26

+2.24K

0.00%

One Day In July LLC

2.60K

Mar 31, 26

+35

0.00%

Milestone Investment Advisors LLC

2.60K

Mar 31, 26

0.00%

Syntegra Private Wealth Group, LLC

2.58K

Mar 31, 26

-947

0.00%

Oxinas Partners Wealth Management LLC

2.57K

Mar 31, 26

+266

0.00%

Seven Post Investment Office LP

2.53K

Mar 31, 26

0.00%

WESBANCO BANK INC

2.51K

Mar 31, 26

0.00%

VILLERE ST DENIS J & CO LLC

2.50K

Mar 31, 26

-500

0.00%

Nemes Rush Group LLC

2.49K

Mar 31, 26

+798

0.00%

Clean Yield Group

2.47K

Mar 31, 26

+2.47K

0.00%

Pallas Capital Advisors LLC

2.46K

Mar 31, 26

-3.48K

0.00%

NOVARE CAPITAL MANAGEMENT LLC

2.46K

Mar 31, 26

+550

0.00%

Argent Trust Co

2.43K

Mar 31, 26

0.00%

Evergreen Wealth Solutions, LLC

2.40K

Mar 31, 26

+2.40K

0.00%

Aspen Wealth Strategies, LLC

2.40K

Mar 31, 26

0.00%

Pettinga Financial Advisors, LLC

2.39K

Mar 31, 26

0.00%

GK Wealth Management LLC

2.39K

Mar 31, 26

+2.39K

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

2.35K

Mar 31, 26

0.00%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

2.34K

Mar 31, 26

+767

0.00%

WHALEROCK POINT PARTNERS, LLC

2.31K

Mar 31, 26

0.00%

Drucker Wealth 3.0, LLC

2.31K

Mar 31, 26

+33

0.00%

Trek Financial, LLC

2.29K

Mar 31, 26

-1.41K

0.00%

Trademark Financial Management, LLC

2.29K

Mar 31, 26

0.00%

CGC Financial Services, LLC

2.29K

Mar 31, 26

-133

0.00%

Northstar Financial Companies, Inc.

2.28K

Mar 31, 26

0.00%

Sound View Wealth Advisors Group, LLC

2.27K

Mar 31, 26

0.00%

WHITTIER TRUST CO

2.27K

Mar 31, 26

0.00%

Merkkuri Wealth Advisors LLC

2.26K

Mar 31, 26

-38

0.00%

Spectrum Planning & Advisory Services Inc.

2.25K

Mar 31, 26

-127

0.00%

Avantax Planning Partners, Inc.

2.25K

Mar 31, 26

-4

0.00%

Bellwether Advisors, LLC

2.25K

Mar 31, 26

0.00%

Rede Wealth, LLC

2.25K

Mar 31, 26

0.00%

5T Wealth, LLC

2.21K

Mar 31, 26

-1.24K

0.00%

Vermillion & White Wealth Management Group, LLC

2.21K

Mar 31, 26

0.00%

BURLING WEALTH PARTNERS, LLC

2.20K

Mar 31, 26

0.00%

SEMITAM BONAM LLC

2.20K

Mar 31, 26

-213

0.00%

Level Financial Advisors, Inc.

2.19K

Mar 31, 26

0.00%

Leverty Financial Group, LLC

2.14K

Mar 31, 26

-411

0.00%

MONECO Advisors, LLC

2.14K

Mar 31, 26

+16

0.00%

Integrated Advisors Network LLC

2.12K

Mar 31, 26

-21.99K

0.00%

Total Clarity Wealth Management, Inc.

2.12K

Mar 31, 26

-17

0.00%

Amplius Wealth Advisors, LLC

2.12K

Mar 31, 26

+162

0.00%

Vertex Planning Partners, LLC

2.11K

Mar 31, 26

-14

0.00%

Pine Valley Investments Ltd Liability Co

2.08K

Mar 31, 26

+335

0.00%

Geneos Wealth Management Inc.

2.08K

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

2.07K

Mar 31, 26

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

2.07K

Mar 31, 26

+105

0.00%

WRAPMANAGER INC

2.04K

Mar 31, 26

-21

0.00%

Buttonwood Financial Group, LLC

2.02K

Mar 31, 26

-229

0.00%

ATTICUS WEALTH MANAGEMENT, LLC

2.02K

Mar 31, 26

0.00%

Forum Financial Management, LP

2.01K

Mar 31, 26

0.00%

CHANNEL WEALTH LLC

2.00K

Mar 31, 26

-56

0.00%

Signal Advisors Wealth, LLC

1.99K

Mar 31, 26

0.00%

Note Advisors, LLC

1.97K

Mar 31, 26

0.00%

Callan Family Office, LLC

1.97K

Mar 31, 26

-1

0.00%

SAX WEALTH ADVISORS, LLC

1.96K

Mar 31, 26

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

1.94K

Mar 31, 26

-380

0.00%

LIFE LINE WEALTH MANAGEMENT LLC

1.94K

Mar 31, 26

-1.03K

0.00%

PANORAMIC INVESTMENT ADVISORS, LLC

1.92K

Mar 31, 26

+1.92K

0.00%

PECAUT & CO.

1.90K

Mar 31, 26

-60

0.00%

BKM Wealth Management, LLC

1.90K

Mar 31, 26

0.00%

DAVIS R M INC

1.89K

Mar 31, 26

+1.89K

0.00%

Quadcap Wealth Management, LLC

1.88K

Mar 31, 26

-115

0.00%

SAGE FINANCIAL GROUP INC

1.88K

Mar 31, 26

-75

0.00%

Avantra Family Wealth, Inc.

1.87K

Mar 31, 26

0.00%

Gallacher Capital Management LLC

1.87K

Mar 31, 26

0.00%

Chesapeake Wealth Management

1.86K

Mar 31, 26

-700

0.00%

Financial Engines Advisors L.L.C.

1.86K

Mar 31, 26

0.00%

Tortoise Investment Management, LLC

1.86K

Mar 31, 26

0.00%

Seascape Capital Management

1.85K

Mar 31, 26

0.00%

NORTH STAR ASSET MANAGEMENT INC

1.84K

Mar 31, 26

-20

0.00%

Klingman & Associates, LLC

1.83K

Mar 31, 26

0.00%

Holistic Planning, LLC

1.82K

Mar 31, 26

+148

0.00%

MontVue Capital Management, Inc.

1.82K

Mar 31, 26

0.00%

PINNACLE ASSOCIATES LTD

1.79K

Mar 31, 26

0.00%

Bragg Financial Advisors, Inc

1.78K

Mar 31, 26

+266

0.00%

Urban Wealth Management, LLC

1.78K

Mar 31, 26

-42

0.00%

Braun-Bostich & Associates Inc.

1.78K

Mar 31, 26

0.00%

Cornerstone Wealth Management, LLC

1.77K

Mar 31, 26

-1.00K

0.00%

MOLLER FINANCIAL SERVICES

1.77K

Mar 31, 26

0.00%

Advisory Alpha, LLC

1.76K

Mar 31, 26

-2

0.00%

Hutchens & Kramer Investment Management Group, LLC

1.76K

Mar 31, 26

-13

0.00%

Apeiron RIA LLC

1.76K

Mar 31, 26

-50

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

1.74K

Mar 31, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

1.74K

Mar 31, 26

-133

0.00%

Schwallier Wealth Management LLC

1.73K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.72K

Mar 31, 26

-6.47K

0.00%

NORTHWEST WEALTH MANAGEMENT, LLC

1.71K

Mar 31, 26

0.00%

Haverford Trust Co

1.71K

Mar 31, 26

0.00%

MOTCO

1.71K

Mar 31, 26

0.00%

M3 Advisory Group, LLC

1.70K

Mar 31, 26

0.00%

Squarepoint Ops LLC

1.67K

Mar 31, 26

-732

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

1.65K

Mar 31, 26

+51

0.00%

Kovack Advisors, Inc.

1.64K

Mar 31, 26

-28

0.00%

Institute for Wealth Management, LLC.

1.64K

Mar 31, 26

+206

0.00%

Fiduciary Alliance LLC

1.62K

Mar 31, 26

+261

0.00%

TD Capital Management LLC

1.61K

Mar 31, 26

0.00%

Etesian Wealth Advisors, Inc.

1.60K

Mar 31, 26

+1.60K

0.00%

ZACKS INVESTMENT MANAGEMENT

1.60K

Mar 31, 26

+1.60K

0.00%

Fundamentum, LLC

1.56K

Mar 31, 26

0.00%

Security Financial Services, INC.

1.56K

Mar 31, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

1.55K

Mar 31, 26

-417

0.00%

Fire Capital Management LLC

1.55K

Mar 31, 26

+32

0.00%

Vestmark Advisory Solutions, Inc.

1.55K

Mar 31, 26

+1.55K

0.00%

Frederick Financial Consultants, LLC

1.52K

Mar 31, 26

0.00%

Investors Research Corp

1.51K

Mar 31, 26

+93

0.00%

Commonwealth Financial Services, LLC

1.51K

Mar 31, 26

-26

0.00%

Sigma Planning Corp

1.50K

Mar 31, 26

-31

0.00%

JFS WEALTH ADVISORS, LLC

1.49K

Mar 31, 26

0.00%

Sterling Manor Financial, LLC

1.48K

Mar 31, 26

-116

0.00%

Mesirow Financial Investment Management, Inc.

1.46K

Mar 31, 26

+1.46K

0.00%

Estate Counselors, LLC

1.46K

Mar 31, 26

-2.25K

0.00%

Arcadia Wealth Management, Inc.

1.44K

Mar 31, 26

0.00%

Essex LLC

1.44K

Mar 31, 26

+25

0.00%

Sage Financial Management Group, Inc.

1.43K

Mar 31, 26

+35

0.00%

Cooper Financial Group

1.43K

Mar 31, 26

-341

0.00%

Advisor OS, LLC

1.42K

Mar 31, 26

0.00%

Capital Advantage, Inc.

1.42K

Mar 31, 26

0.00%

Root Financial Partners, LLC

1.41K

Mar 31, 26

-2.22K

0.00%

Foguth Wealth Management, LLC.

1.40K

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

1.40K

Mar 31, 26

+1.40K

0.00%

GGM Financials LLC

1.40K

Mar 31, 26

0.00%

Bank of New Hampshire

1.32K

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.30K

Mar 31, 26

-232

0.00%

Strategic Wealth Partners, Ltd.

1.22K

Mar 31, 26

-59

0.00%

Transamerica Financial Advisors, Inc.

1.18K

Mar 31, 26

+611

0.00%

Harbor Asset Planning, Inc.

1.16K

Mar 31, 26

+1.16K

0.00%

Abound Wealth Management

1.09K

Mar 31, 26

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

1.09K

Mar 31, 26

+1.09K

0.00%

SALEM INVESTMENT COUNSELORS INC

1.05K

Mar 31, 26

+1.05K

0.00%

HUNTINGTON NATIONAL BANK

1.02K

Mar 31, 26

-45

0.00%

Arkos Global Advisors

1.01K

Mar 31, 26

+1.01K

0.00%

CVA Family Office, LLC

1.00K

Mar 31, 26

+745

0.00%

Tanglewood Legacy Advisors, LLC

1.00K

Mar 31, 26

0.00%

Asset Dedication, LLC

958

Mar 31, 26

-24

0.00%

Financial Perspectives, Inc

954

Mar 31, 26

0.00%

Horizons Wealth Management

874

Mar 31, 26

-1.12K

0.00%

Balentine LLC

871

Mar 31, 26

0.00%

Larson Financial Group LLC

871

Mar 31, 26

0.00%

MCF Advisors LLC

865

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

849

Mar 31, 26

0.00%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

837

Mar 31, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

809

Mar 31, 26

-76

0.00%

DT Investment Partners, LLC

782

Mar 31, 26

0.00%

MeadowBrook Investment Advisors LLC

746

Mar 31, 26

0.00%

New Republic Capital, LLC

719

Mar 31, 26

0.00%

Winthrop Capital Management, LLC

719

Mar 31, 26

0.00%

FINANCIAL CONSULATE, INC

704

Mar 31, 26

+704

0.00%

Clearstead Trust, LLC

659

Mar 31, 26

0.00%

Key FInancial Inc

632

Mar 31, 26

0.00%

Centerpoint Advisors, LLC

621

Mar 31, 26

+137

0.00%

Capital Investment Advisory Services, LLC

620

Mar 31, 26

-15.27K

0.00%

Center for Financial Planning, Inc.

588

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

568

Mar 31, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

531

Mar 31, 26

+120

0.00%

HARBOR INVESTMENT ADVISORY, LLC

527

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

510

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

501

Mar 31, 26

0.00%

Arlington Trust Co LLC

480

Mar 31, 26

0.00%

GW&K Investment Management, LLC

469

Mar 31, 26

+469

0.00%

GLENMEDE TRUST CO NA

422

Mar 31, 26

0.00%

Addison Advisors LLC

414

Mar 31, 26

0.00%

Archer Investment Corp

413

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

411

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

365

Mar 31, 26

0.00%

JNBA Financial Advisors

354

Mar 31, 26

-556

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

287

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

282

Mar 31, 26

0.00%

Caitlin John, LLC

247

Mar 31, 26

0.00%

Fortitude Family Office, LLC

247

Mar 31, 26

0.00%

Kilter Group LLC

233

Mar 31, 26

-31

0.00%

Triumph Capital Management

232

Mar 31, 26

0.00%

BOKF, NA

229

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

209

Mar 31, 26

0.00%

Rice Partnership, LLC

204

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

192

Mar 31, 26

-80

0.00%

Trust Co

189

Mar 31, 26

0.00%

PROFFITT & GOODSON INC

183

Mar 31, 26

0.00%

ELEVATE WEALTH ADVISORY, INC

176

Mar 31, 26

0.00%

Sound Income Strategies, LLC

161

Mar 31, 26

0.00%

Creative Capital Management Investments LLC

154

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

151

Mar 31, 26

0.00%

NBC SECURITIES, INC.

141

Mar 31, 26

-401

0.00%

Johnson Financial Group, Inc.

140

Mar 31, 26

-152

0.00%

Bernard Wealth Management Corp.

140

Mar 31, 26

0.00%

Quest 10 Wealth Builders, Inc.

133

Mar 31, 26

-4

0.00%

ROTHSCHILD INVESTMENT LLC

132

Mar 31, 26

0.00%

Community Bank, N.A.

125

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

123

Mar 31, 26

0.00%

Kennebec Savings Bank

102

Mar 31, 26

+102

0.00%

Sunbelt Securities, Inc.

101

Mar 31, 26

0.00%

GRAND WEALTH MANAGEMENT, LLC

Mar 31, 26

0.00%

Golden State Equity Partners

Mar 31, 26

+90

0.00%

Parkside Financial Bank & Trust

Mar 31, 26

-309

0.00%

Synergy Investment Management, LLC

Mar 31, 26

+70

0.00%

United Community Bank

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

Mar 31, 26

0.00%

Wiser Advisor Group LLC

Mar 31, 26

0.00%

FAS Wealth Partners, Inc.

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Mar 31, 26

0.00%

Hanson & Doremus Investment Management

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

Capitol Family Office, Inc.

Mar 31, 26

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

Mar 31, 26

+35

0.00%

Retirement Wealth Solutions LLC

Mar 31, 26

0.00%

GAMMA Investing LLC

Mar 31, 26

-100

0.00%

ST GERMAIN D J CO INC

Mar 31, 26

0.00%

Coston, McIsaac & Partners

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

Mar 31, 26

0.00%

Davis Capital Management

Mar 31, 26

-6

0.00%

Glassman Wealth Services

Mar 31, 26

0.00%

Robbins Farley

Mar 31, 26

0.00%

Raleigh Capital Management Inc.

Mar 31, 26

+14

0.00%

BRYN MAWR TRUST Co

Mar 31, 26

0.00%

Hurley Capital, LLC

Mar 31, 26

0.00%

Financial Life Planners

Mar 31, 26

0.00%

Covestor Ltd

Mar 31, 26

0.00%

TSFG, LLC

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

Mar 31, 26

0.00%

MASECO LLP

Mar 31, 26

0.00%

ATWOOD & PALMER INC

Mar 31, 26

0.00%

Coppell Advisory Solutions LLC

Mar 31, 26

-2.09K

Camelot Portfolios, LLC

Mar 31, 26

-329

Alta Wealth Advisors LLC

Mar 31, 26

-1.40K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-58.08K

Worth Financial Advisory Group, LLC

Mar 31, 26

-2.08K

Sentinus, LLC

Mar 31, 26

-5.01K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-25

Commonwealth Retirement Investments LLC

Mar 31, 26

-280

Atlas Private Wealth Advisors

Mar 31, 26

-2.08K

NOVUS ADVISORS, LLC

Mar 31, 26

-1.40K

ARQ WEALTH ADVISORS, LLC

Mar 31, 26

-1.78K

GRIMES & COMPANY, INC.

Mar 31, 26

-3.52K

ArborFi Advisors, LLC

Mar 31, 26

-2.00K

CENTAURUS FINANCIAL, INC.

Mar 31, 26

-1.83K

Qube Research & Technologies Ltd

Mar 31, 26

-2.79K

Navalign, LLC

Mar 31, 26

-1.08K

Cherry Creek Investment Advisors, Inc.

Mar 31, 26

-1.49K

SeaCrest Wealth Management, LLC

Mar 31, 26

-2.06K

COURIER CAPITAL LLC

Mar 31, 26

-1.60K

JANE STREET GROUP, LLC

Mar 31, 26

-20.68K

Edgestream Partners, L.P.

Mar 31, 26

-1.36K

IFG Advisory, LLC

Mar 31, 26

-5.88K

Centurion Wealth Management LLC

Mar 31, 26

-1.51K

Diversify Advisory Services, LLC

Mar 31, 26

-18.90K

Procyon Advisors, LLC

Mar 31, 26

-2.15K

Financial Services Advisory Inc

Mar 31, 26

-1.98K

Neuberger Berman Group LLC

Mar 31, 26

-36.29K

OAK HARBOR WEALTH PARTNERS, LLC

Mar 31, 26

-66

Elyxium Wealth, LLC

Mar 31, 26

-168

OARSMAN CAPITAL, INC.

Mar 31, 26

-1.35K

Valeo Financial Advisors, LLC

Mar 31, 26

-46.60K

Banco BTG Pactual S.A.

Mar 31, 26

-13.05K

OPTIMA CAPITAL LLC

Mar 31, 26

-133

Clark Capital Management Group, Inc.

Mar 31, 26

-1.48K

TrueWealth Financial Partners

Mar 31, 26

-25.55K

Pinnacle Wealth Management Advisory Group, LLC

Mar 31, 26

-1.36K

Kestra Investment Management, LLC

Mar 31, 26

-2.21K

SIMPLEX TRADING, LLC

Mar 31, 26

-2

Hilltop Holdings Inc.

Mar 31, 26

-1.85K

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

-77

Concord Wealth Partners

Mar 31, 26

-222

Hobart Private Capital, LLC

Mar 31, 26

-1.39K

Cape Investment Advisory, Inc.

Mar 31, 26

-168

StoneX Group Inc.

Mar 31, 26

-7.01K

Real Talk Capital, LLC

Mar 31, 26

-1.37K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-17.60K

Jackson Wealth Management, LLC

Mar 31, 26

-1.36K

Measured Wealth Private Client Group, LLC

Mar 31, 26

-33

Clarius Group, LLC

168.20K

Dec 31, 25

-1.96K

0.16%

Capitolis Liquid Global Markets LLC

63.50K

Dec 31, 25

-300.50K

0.06%

Long Run Wealth Advisors, LLC

35.18K

Dec 31, 25

+16

0.03%

High Falls Advisors, Inc

17.67K

Dec 31, 25

-8

0.02%

Austin Private Wealth, LLC

12.12K

Dec 31, 25

-2.06K

0.01%

Clearview Wealth Advisors LLC

11.71K

Dec 31, 25

+52

0.01%

Global Retirement Partners, LLC

11.43K

Dec 31, 25

+1.07K

0.01%

COMERICA BANK

9.26K

Dec 31, 25

-6.85K

0.01%

VANGUARD GROUP INC

6.62K

Dec 31, 25

-105

0.01%

Main Street Financial Solutions, LLC

4.76K

Dec 31, 25

0.00%

Alpha Cubed Investments, LLC

3.84K

Dec 31, 25

0.00%

Quent Long Short Global Small Cap Fund, LP

3.59K

Dec 31, 25

+3.59K

0.00%

CIBC Private Wealth Group, LLC

3.33K

Dec 31, 25

+246

0.00%

Northwest Capital Management Inc

2.83K

Dec 31, 25

-11.90K

0.00%

Litman Gregory Wealth Management LLC

1.91K

Dec 31, 25

-1.51K

0.00%

SageView Advisory Group, LLC

1.87K

Dec 31, 25

-380

0.00%

Nalls Sherbakoff Group, LLC

550

Dec 31, 25

0.00%

Pandora Wealth, Inc.

Dec 31, 25

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

+11

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-1.11K

Financial Advisors, LLC

56.39K

Sep 30, 25

+314

0.05%

WETHERBY ASSET MANAGEMENT INC

35.44K

Sep 30, 25

+25

0.03%

MEMBERS CAPITAL ADVISORS INC

24.58K

Sep 30, 25

+19.38K

0.02%

Sensible Financial Planning & Management, LLC.

20.23K

Sep 30, 25

+1.83K

0.02%

Apexium Financial, LP

7.78K

Sep 30, 25

0.01%

Lion Street Advisors, LLC

4.79K

Sep 30, 25

+4.79K

0.00%

Copperleaf Capital, LLC

4.65K

Sep 30, 25

+722

0.00%

Certus Wealth Management, LLC

4.25K

Sep 30, 25

-191

0.00%

Wealthstream Advisors, Inc.

2.94K

Sep 30, 25

0.00%

SYNOVUS FINANCIAL CORP

2.94K

Sep 30, 25

0.00%

D. SCOTT NEAL, INC.

2.89K

Sep 30, 25

-128

0.00%

PALO ALTO WEALTH ADVISORS, LLC

1.62K

Sep 30, 25

0.00%

Watts Gwilliam & Co., LLC

1.41K

Sep 30, 25

0.00%

Obsidian Personal Planning Solutions LLC

1.36K

Sep 30, 25

-164

0.00%

Lowe Wealth Advisors, LLC

1.24K

Sep 30, 25

+168

0.00%

Accredited Wealth Management, LLC

554

Sep 30, 25

-311

0.00%

Glenmede Investment Management, LP

422

Sep 30, 25

0.00%

Kathleen S. Wright Associates Inc.

Sep 30, 25

0.00%

Guerra Advisors Inc

Sep 30, 25

+49

0.00%

Financial Advocates Investment Management

Sep 30, 25

-3.00K

DOHJ, LLC

143.05K

Jun 30, 25

-14.38K

0.13%

Money Design Co.,Ltd.

98.59K

Jun 30, 25

+57

0.09%

Parkside Advisors LLC

70.86K

Jun 30, 25

+1.45K

0.07%

Waypoint Wealth Partners Inc.

46.20K

Jun 30, 25

-12.41K

0.04%

AVANTAX ADVISORY SERVICES, INC.

39.30K

Jun 30, 25

-723

0.04%

First Horizon Advisors, Inc.

24.16K

Jun 30, 25

+11.44K

0.02%

Summit X, LLC

13.12K

Jun 30, 25

+360

0.01%

Atria Wealth Solutions, Inc.

11.63K

Jun 30, 25

-28.43K

0.01%

Congress Wealth Management LLC / DE /

11.04K

Jun 30, 25

+541

0.01%

Elios Financial Group Inc.

10.62K

Jun 30, 25

+1.72K

0.01%

My Legacy Advisors, LLC

8.55K

Jun 30, 25

-982

0.01%

Financial Gravity Companies, Inc.

5.30K

Jun 30, 25

+5.30K

0.00%

FUTURE YOU WEALTH LLC

2.80K

Jun 30, 25

-309

0.00%

Martin Worley Group

1.81K

Jun 30, 25

+1.81K

0.00%

PrairieView Partners, LLC

534

Jun 30, 25

+77

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

420

Jun 30, 25

+420

0.00%

Iron Horse Wealth Management, LLC

277

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-257

Orion Portfolio Solutions, LLC

27.02K

Mar 31, 25

-61.55K

0.03%

COOK WEALTH MANAGEMENT GROUP LLC

18.88K

Mar 31, 25

-28

0.02%

Wade Financial Advisory, Inc

5.13K

Mar 31, 25

+926

0.00%

US FINANCIAL ADVISORS, LLC

3.51K

Mar 31, 25

0.00%

Spectrum Wealth Counsel, LLC

2.09K

Mar 31, 25

-19.50K

0.00%

CAROLINAS WEALTH CONSULTING LLC

191

Mar 31, 25

0.00%

Sandy Spring Bank

125

Mar 31, 25

0.00%

Michael A. Dubis Financial Planning, LLC

Mar 31, 25

-1.60K

LAKE STREET ADVISORS GROUP, LLC

76.13K

Dec 31, 24

+22.84K

0.07%

HART & PATTERSON FINANCIAL GROUP LLC

40.99K

Dec 31, 24

-2.75K

0.04%

WR Wealth Planners, LLC

10.04K

Dec 31, 24

-12.10K

0.01%

BOSTON FINANCIAL MANGEMENT LLC

9.15K

Dec 31, 24

0.01%

Maxwell Wealth Strategies Inc.

8.64K

Dec 31, 24

0.01%

Merriman Wealth Management, LLC

3.67K

Dec 31, 24

+3.67K

0.00%

Treynor Bancshares, Inc.

3.66K

Dec 31, 24

+11

0.00%

Maiden Cove Capital, LLC

3.11K

Dec 31, 24

-591

0.00%

Compass Investment Advisers LLC

2.94K

Dec 31, 24

+2.94K

0.00%

CRITERION CAPITAL ADVISORS, LLC

1.93K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

229

Dec 31, 24

-803

0.00%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-17

Raymond James Financial Services Advisors, Inc.

149.00K

Sep 30, 24

+3.91K

0.14%

RAYMOND JAMES & ASSOCIATES

55.32K

Sep 30, 24

-11.45K

0.05%

TNF LLC

52.75K

Sep 30, 24

-218

0.05%

RAYMOND JAMES TRUST N.A.

15.41K

Sep 30, 24

-163

0.01%

Diversified, LLC

7.25K

Sep 30, 24

+581

0.01%

First Trust Direct Indexing L.P.

4.96K

Sep 30, 24

+1.41K

0.00%

Alera Investment Advisors, LLC

4.14K

Sep 30, 24

-406

0.00%

CEDRUS LLC

3.24K

Sep 30, 24

-647

0.00%

Aspire Wealth Management Corp

495

Sep 30, 24

+35

0.00%

Family Asset Management, LLC

307

Sep 30, 24

-1

0.00%

FinTrust Capital Advisors, LLC

213

Sep 30, 24

0.00%

VitalStone Financial, LLC

Sep 30, 24

0.00%

BlackRock Inc.

3.98M

Jun 30, 24

-485.60K

3.70%

Private Ocean, LLC

61.38K

Jun 30, 24

+41

0.06%

Windham Capital Management, LLC

16.39K

Jun 30, 24

0.02%

TCWP LLC

9.12K

Jun 30, 24

-106

0.01%

Levy Wealth Management Group, LLC

8.78K

Jun 30, 24

-138

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

8.45K

Jun 30, 24

+787

0.01%

HERITAGE WEALTH MANAGEMENT, LLC

6.68K

Jun 30, 24

-542

0.01%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

6.24K

Jun 30, 24

-198

0.01%

Regis Acquisition Inc.

5.71K

Jun 30, 24

+776

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

5.69K

Jun 30, 24

-8.32K

0.01%

Unique Wealth Strategies, LLC

296

Jun 30, 24

+296

0.00%

Spotlight Asset Group, Inc.

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-2.58K

0.00%

Cetera Advisor Networks LLC

217.20K

Mar 31, 24

-149.79K

0.20%

Cetera Advisors LLC

91.76K

Mar 31, 24

-22.69K

0.09%

CAMBRIDGE TRUST CO

24.91K

Mar 31, 24

+924

0.02%

Crestone Asset Management LLC

18.01K

Mar 31, 24

0.02%

Manning & Napier Group, LLC

11.69K

Mar 31, 24

+570

0.01%

CREDIT SUISSE AG/

4.29K

Mar 31, 24

+4.29K

0.00%

InterOcean Capital Group, LLC

3.19K

Mar 31, 24

-370

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.62K

Mar 31, 24

+12

0.00%

Coppell Advisory Solutions Corp.

2.62K

Mar 31, 24

+2.62K

0.00%

WEALTHSOURCE PARTNERS, LLC

478.32K

Dec 31, 23

-39.80K

0.45%

Desjardins Global Asset Management Inc.

74.14K

Dec 31, 23

+74.14K

0.07%

Adroit Compliance, LLC

45.96K

Dec 31, 23

+45.96K

0.04%

FOCUS FINANCIAL NETWORK INC /ADV

43.25K

Dec 31, 23

+43.25K

0.04%

PROVENCE WEALTH MANAGEMENT GROUP

34.43K

Dec 31, 23

-4.84K

0.03%

WADE G W & INC

33.07K

Dec 31, 23

-1.74K

0.03%

Baystate Wealth Management LLC

32.91K

Dec 31, 23

+613

0.03%

DFPG INVESTMENTS, LLC

29.82K

Dec 31, 23

+1.89K

0.03%

Day & Ennis, LLC

14.27K

Dec 31, 23

-941

0.01%

Resource Planning Group

3.75K

Dec 31, 23

0.00%

Bartlett & Co. LLC

1.07K

Dec 31, 23

-463

0.00%

DB Wealth Management Group, LLC

120

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

873.96K

Sep 30, 23

+20.69K

0.81%

Icon Wealth Partners, LLC

215.15K

Sep 30, 23

-53.81K

0.20%

TIEDEMANN ADVISORS, LLC

76.32K

Sep 30, 23

+5.00K

0.07%

COMERICA SECURITIES,INC.

18.91K

Sep 30, 23

-37.81K

0.02%

Wealth Management Solutions, LLC

10.76K

Sep 30, 23

-302

0.01%

ADVISOR PARTNERS II, LLC

9.58K

Sep 30, 23

0.01%

Truadvice, LLC

8.51K

Sep 30, 23

-6.30K

0.01%

Johnson Midwest Financial, LLC

Sep 30, 23

0.00%

3D/L Capital Management, LLC

Sep 30, 23

-2.21K

TIAA, FSB

4.57M

Jun 30, 23

+122.79K

4.25%

Intercontinental Wealth Advisors, LLC

27.95K

Jun 30, 23

-136

0.03%

PFS INVESTMENTS INC.

19.98K

Jun 30, 23

-13.54K

0.02%

LEO BROKERAGE, LLC

19.05K

Jun 30, 23

-51

0.02%

BMS Financial Advisors, LLC

13.67K

Jun 30, 23

-16.26K

0.01%

Vident Investment Advisory, LLC

9.79K

Jun 30, 23

-51

0.01%

Lumature Wealth Partners, LLC

6.37K

Jun 30, 23

-372

0.01%

Financial Architects, Inc

3.79K

Jun 30, 23

-780

0.00%

Ten Capital Wealth Advisors, LLC

3.23K

Jun 30, 23

-141

0.00%

Endurance Wealth Management, Inc.

956

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

435

Jun 30, 23

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

-514

Parsec Financial Management, Inc.

62.36K

Mar 31, 23

+5.45K

0.06%

HARVEST GROUP WEALTH MANAGEMENT, LLC

18.87K

Mar 31, 23

+6.56K

0.02%

Cardinal Point Wealth Management Partners, LLC

3.85K

Mar 31, 23

+330

0.00%

LeJeune Puetz Investment Counsel LLC

1.90K

Mar 31, 23

0.00%

Personal Capital Advisors Corp

840.34K

Dec 31, 22

+39.11K

0.78%

Laurel Wealth Advisors, Inc.

19.68K

Dec 31, 22

-2.86K

0.02%

S.C. Financial Services, Inc.

18.03K

Dec 31, 22

-8.74K

0.02%

BOENNING & SCATTERGOOD, INC.

3.39K

Dec 31, 22

+250

0.00%

Gallagher Benefit Services, Inc.

3.28K

Dec 31, 22

+3.28K

0.00%

F3Logic, LLC

3.28K

Dec 31, 22

+278

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

2.95K

Dec 31, 22

-58

0.00%

Burleson & Company, LLC

1.29K

Dec 31, 22

-1.71K

0.00%

Sargent Bickham Lagudis LLC

234

Dec 31, 22

+234

0.00%

ZEKE CAPITAL ADVISORS, LLC

Dec 31, 22

-3.44K

55I, LLC

4.57M

Sep 30, 22

-83.61K

4.25%

Spectrum Management Group, LLC

262.13K

Sep 30, 22

+44.13K

0.24%

Highland Private Wealth Management

176.72K

Sep 30, 22

-2.23K

0.16%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

106.05K

Sep 30, 22

+33.25K

0.10%

Strategic Asset Management, LLC

35.93K

Sep 30, 22

-254

0.03%

American Portfolios Advisors

35.12K

Sep 30, 22

+154

0.03%

CPWM, LLC

28.66K

Sep 30, 22

+131

0.03%

REGENTATLANTIC CAPITAL LLC

22.72K

Sep 30, 22

+9.87K

0.02%

WESTERN FINANCIAL Corp

16.38K

Sep 30, 22

+814

0.02%

Round Table Services, LLC

11.62K

Sep 30, 22

-110

0.01%

Karp Capital Management Corp

9.53K

Sep 30, 22

+9.53K

0.01%

Jefferies Group LLC

3.21K

Sep 30, 22

+10

0.00%

KARLINSKI ANDREW C

1.34K

Sep 30, 22

+1.10K

0.00%

SIENA CAPITAL LLC

990

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

500

Sep 30, 22

-1.10K

0.00%

FURE FINANCIAL CORP

Sep 30, 22

-140

ADVISOR PARTNERS LLC

9.09K

Jun 30, 22

+3.41K

0.01%

Pinnacle Private Wealth, LLC

4.80K

Jun 30, 22

0.00%

Private Capital Group, LLC

1.48K

Jun 30, 22

-38.62K

0.00%

Lake Point Wealth Management

Jun 30, 22

+68

0.00%

Karn, Couzens & Associates, Inc.

24.70K

Mar 31, 22

+2.22K

0.02%

People's United Financial, Inc.

3.73K

Mar 31, 22

-1.22K

0.00%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

3.22K

Mar 31, 22

+162

0.00%

Lenox Wealth Advisors, LLC

585

Mar 31, 22

+585

0.00%

CAPITAL ONE FINANCIAL CORP

Mar 31, 22

-5.54K

HawsGoodwin Investment Management LLC

370.13K

Dec 31, 21

+8.13K

0.34%

VIVID FINANCIAL MANAGEMENT, INC.

300.60K

Dec 31, 21

+17.92K

0.28%

Biltmore Capital Advisors LLC

257.45K

Dec 31, 21

+21.55K

0.24%

NEXT Financial Group, Inc

191.34K

Dec 31, 21

+68.33K

0.18%

Castle Financial & Retirement Planning Associates, Inc.

17.65K

Dec 31, 21

+17.65K

0.02%

QUEST CAPITAL MANAGEMENT INC /ADV

16.61K

Dec 31, 21

+16.61K

0.02%

Carroll Financial Associates, Inc.

6.33K

Dec 31, 21

+6.33K

0.01%

Hayden Royal, LLC

3.52K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

0.00%

Crescent Capital Consulting, LLC

Dec 31, 21

0.00%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

66.89K

Sep 30, 21

+5.80K

0.06%

Cascadia Advisory Services, LLC

62.38K

Sep 30, 21

+2.96K

0.06%

BHF RG Capital Inc.

41.62K

Sep 30, 21

-62.02K

0.04%

Filbrandt Wealth Management, LLC

37.69K

Sep 30, 21

+1.15K

0.04%

Homrich & Berg

36.89K

Sep 30, 21

+655

0.03%

Ameritas Investment Company, LLC

5.57K

Sep 30, 21

+4.67K

0.01%

Berman Capital Advisors, LLC

3.26K

Sep 30, 21

0.00%

NorthCoast Asset Management LLC

2.09K

Sep 30, 21

0.00%

Nachman Norwood & Parrott, Inc

307.79K

Jun 30, 21

+39.80K

0.29%

AdvicePeriod, LLC

13.07K

Jun 30, 21

+522

0.01%

Hoover Financial Advisors, Inc.

387

Jun 30, 21

0.00%

FormulaFolio Investments, LLC

Jun 30, 21

0.00%

NORTH AMERICAN MANAGEMENT CORP

20.56K

Mar 31, 21

+606

0.02%

Sullivan, Bruyette, Speros & Blaney, LLC

7.71K

Mar 31, 21

+167

0.01%

Paracle Advisors, LLC

7.57K

Mar 31, 21

0.01%

Lighthouse Financial Advisors, Inc.

7.12K

Mar 31, 21

+328

0.01%

Pinnacle Advisory Group, Inc.

3.18K

Mar 31, 21

-458

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

87.09K

Dec 31, 20

+4.95K

0.08%

Reby Advisors, LLC

745

Dec 31, 20

+745

0.00%

ETRADE Capital Management LLC

1.79M

Sep 30, 20

+335.37K

1.66%

First Allied Advisory Services, Inc.

160.91K

Sep 30, 20

+10.49K

0.15%

LifePlan Financial Group, Inc

81.33K

Sep 30, 20

+114

0.08%

Wellesley Investment Partners, LLC

12.13K

Sep 30, 20

+4.38K

0.01%

SHINE INVESTMENT ADVISORY SERVICES INC

7.90K

Sep 30, 20

+5.59K

0.01%

Wealthspire Advisors, L.P.

3.46K

Sep 30, 20

+3.46K

0.00%

FCG ADVISORS, LLC

Sep 30, 20

-5.71K

BRINKER CAPITAL INC

10.95K

Jun 30, 20

-55

0.01%

Maxim Capital Management LLC

7.38K

Jun 30, 20

+1.05K

0.01%

Lenox Wealth Management, Inc.

2.57K

Jun 30, 20

+711

0.00%

CA Family Wealth, LLC

7.18K

Mar 31, 20

+7.18K

0.01%

ACCURATE INVESTMENT SOLUTIONS, INC.

7.11K

Mar 31, 20

+7.11K

0.01%

Advisor Group, Inc.

21.08K

Dec 31, 19

+9.25K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

12.05K

Dec 31, 19

+3.80K

0.01%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

278

Sep 30, 19

0.00%

Clarfeld Financial Advisors, LLC

2.45K

Dec 31, 18

+2.45K

0.00%

Watermark Asset Management, Inc.

2.37K

Dec 31, 18

+1.67K

0.00%