Vanguard ESG U.S. Stock ETF(ESGV)

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Vanguard ESG U.S. Stock ETF(ESGV)

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$131.90—

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ESGV(ESGV)

ESGV

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

Institutional Ownership

Top 799 Institutional Holders

Holder	Shares	Date	Change	% Held
VANGUARD ADVISERS INC	3.70M	Mar 31, 26	+3.70M	3.66%
Wealthfront Advisers LLC	1.79M	Mar 31, 26	+214.53K	1.77%
MORGAN STANLEY	1.68M	Mar 31, 26	-387	1.66%
Creative Planning	1.46M	Mar 31, 26	+113.38K	1.44%
VISA FOUNDATION	1.17M	Mar 31, 26	--	1.16%
Leo Wealth, LLC	692.53K	Mar 31, 26	-1.64K	0.68%
RAYMOND JAMES FINANCIAL INC	664.58K	Mar 31, 26	+3.00K	0.66%
Verde Capital Management	607.14K	Mar 31, 26	-1.26K	0.60%
Betterment LLC	605.05K	Mar 31, 26	+71.37K	0.60%
BANK OF AMERICA CORP /DE/	577.77K	Mar 31, 26	+12.37K	0.57%
Stanich Group LLC	527.62K	Mar 31, 26	+19.50K	0.52%
IMPACTfolio, LLC	499.73K	Mar 31, 26	-10.96K	0.49%
ROYAL BANK OF CANADA	459.25K	Mar 31, 26	+3.19K	0.45%
Baird Financial Group, Inc.	428.72K	Mar 31, 26	+14.94K	0.42%
Apella Capital, LLC	413.71K	Mar 31, 26	+169.13K	0.41%
SCS Capital Management LLC	390.53K	Mar 31, 26	-2.32K	0.39%
Crewe Advisors LLC	364.58K	Mar 31, 26	+42.17K	0.36%
Facet Wealth, Inc.	359.35K	Mar 31, 26	-13.81K	0.36%
Platt Investment Counsel, LLC	347.21K	Mar 31, 26	-54.78K	0.34%
Sellwood Consulting LLC	335.41K	Mar 31, 26	+11.29K	0.33%
MATHER GROUP, LLC.	290.40K	Mar 31, 26	+5.84K	0.29%
IMA Wealth, Inc.	272.95K	Mar 31, 26	-30	0.27%
JONES FINANCIAL COMPANIES LLLP	265.79K	Mar 31, 26	+36.74K	0.26%
LPL Financial LLC	260.52K	Mar 31, 26	+2.60K	0.26%
UBS Group AG	257.10K	Mar 31, 26	-8.41K	0.25%
AMERIPRISE FINANCIAL INC	255.10K	Mar 31, 26	-4.36K	0.25%
GOLDMAN SACHS GROUP INC	246.66K	Mar 31, 26	-57.34K	0.24%
FRANKLIN RESOURCES INC	243.18K	Mar 31, 26	-1.60K	0.24%
ENVESTNET ASSET MANAGEMENT INC	240.78K	Mar 31, 26	+57.42K	0.24%
Garde Capital, Inc.	237.75K	Mar 31, 26	+6.04K	0.24%
Hanson & Doremus Investment Management	227.85K	Mar 31, 26	+11.44K	0.23%
Cerity Partners LLC	227.10K	Mar 31, 26	-579	0.22%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	212.73K	Mar 31, 26	+12.61K	0.21%
Cedar Wealth Management, LLC	202.27K	Mar 31, 26	-93	0.20%
BANK OF MONTREAL /CAN/	190.19K	Mar 31, 26	+693	0.19%
Angeles Investment Advisors, LLC	186.64K	Mar 31, 26	+13.77K	0.18%
Financial Network Wealth Management LLC	185.26K	Mar 31, 26	-571	0.18%
Gemmer Asset Management LLC	183.63K	Mar 31, 26	+5.82K	0.18%
Mariner, LLC	178.32K	Mar 31, 26	+28.98K	0.18%
Mill Creek Capital Advisors, LLC	173.35K	Mar 31, 26	+10.23K	0.17%
TCG Advisory Services, LLC	171.09K	Mar 31, 26	+281	0.17%
Financial Connections Group, Inc.	166.59K	Mar 31, 26	-8.11K	0.16%
Adviser Investments LLC	163.90K	Mar 31, 26	+7.39K	0.16%
HighTower Advisors, LLC	163.41K	Mar 31, 26	-10.45K	0.16%
REGATTA CAPITAL GROUP, LLC	160.40K	Mar 31, 26	+8.33K	0.16%
LifeGuide Financial Advisors, LLC	155.65K	Mar 31, 26	+7.84K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	153.34K	Mar 31, 26	-5.29K	0.15%
Human Investing LLC	151.47K	Mar 31, 26	+5.57K	0.15%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	148.10K	Mar 31, 26	+483	0.15%
Orgel Wealth Management, LLC	138.13K	Mar 31, 26	+10.25K	0.14%
Colony Group, LLC	136.32K	Mar 31, 26	+4.55K	0.13%
Caprock Group, LLC	135.90K	Mar 31, 26	-16.66K	0.13%
Diversified Portfolios, Inc.	130.51K	Mar 31, 26	+4.91K	0.13%
Beacon Pointe Advisors, LLC	123.31K	Mar 31, 26	+32.17K	0.12%
Miracle Mile Advisors, LLC	120.79K	Mar 31, 26	-2.13K	0.12%
Cambridge Investment Research Advisors, Inc.	114.35K	Mar 31, 26	+2.58K	0.11%
One Day In July LLC	111.75K	Mar 31, 26	+6.22K	0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	106.69K	Mar 31, 26	+3.39K	0.11%
CARY STREET PARTNERS FINANCIAL LLC	103.43K	Mar 31, 26	--	0.10%
Farrell Financial LLC	98.72K	Mar 31, 26	-1.20K	0.10%
Cresset Asset Management, LLC	92.96K	Mar 31, 26	+738	0.09%
Prime Buchholz LLC	92.67K	Mar 31, 26	-80.77K	0.09%
AMG National Trust Bank	87.27K	Mar 31, 26	+5.18K	0.09%
BLAIR WILLIAM & CO/IL	83.12K	Mar 31, 26	+2.97K	0.08%
Pathstone Holdings, LLC	81.23K	Mar 31, 26	--	0.08%
Boston Standard Wealth Management, LLC	79.17K	Mar 31, 26	+47	0.08%
MERCER GLOBAL ADVISORS INC /ADV	78.75K	Mar 31, 26	+1.88K	0.08%
TWIN FOCUS CAPITAL PARTNERS, LLC	77.09K	Mar 31, 26	-4.29K	0.08%
WELLS FARGO & COMPANY/MN	74.58K	Mar 31, 26	-7.49K	0.07%
ST GERMAIN D J CO INC	71.25K	Mar 31, 26	+1.75K	0.07%
Relyea Zuckerberg Hanson LLC	69.15K	Mar 31, 26	-311	0.07%
New Covenant Trust Company, N.A.	68.57K	Mar 31, 26	+2.34K	0.07%
EVOKE WEALTH, LLC	66.70K	Mar 31, 26	+46	0.07%
ADVISOR GROUP HOLDINGS, INC.	65.17K	Mar 31, 26	-6.38K	0.06%
JPMORGAN CHASE & CO	63.87K	Mar 31, 26	-9.87K	0.06%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	63.62K	Mar 31, 26	+172	0.06%
Bank of New York Mellon Corp	61.50K	Mar 31, 26	+14.03K	0.06%
Cetera Investment Advisers	60.63K	Mar 31, 26	+633	0.06%
BSW Wealth Partners	59.60K	Mar 31, 26	-502	0.06%
Financial Engines Advisors L.L.C.	59.17K	Mar 31, 26	+3.13K	0.06%
LIBRA WEALTH LLC	53.52K	Mar 31, 26	+392	0.05%
Paragon Capital Management Ltd	52.61K	Mar 31, 26	+7.87K	0.05%
Charter Oak Capital Management, LLC	52.58K	Mar 31, 26	-395	0.05%
BARTLETT & CO. WEALTH MANAGEMENT LLC	51.10K	Mar 31, 26	+18.39K	0.05%
EQ LLC	50.32K	Mar 31, 26	-3.75K	0.05%
Atlas Legacy Advisors, LLC	47.59K	Mar 31, 26	+388	0.05%
D.A. DAVIDSON & CO.	47.21K	Mar 31, 26	-979	0.05%
US BANCORP \DE\	46.70K	Mar 31, 26	-295	0.05%
Palisades Hudson Asset Management, L.P.	46.65K	Mar 31, 26	+5.51K	0.05%
White Lighthouse Investment Management Inc.	46.63K	Mar 31, 26	+1.33K	0.05%
BRANDYWINE OAK PRIVATE WEALTH LLC	46.49K	Mar 31, 26	+1.18K	0.05%
Banco Santander, S.A.	43.50K	Mar 31, 26	+6.20K	0.04%
Atlantic Private Wealth, LLC	43.09K	Mar 31, 26	+662	0.04%
CI Private Wealth, LLC	39.12K	Mar 31, 26	+1.52K	0.04%
Soundwatch Capital LLC	39.10K	Mar 31, 26	+489	0.04%
GOULD ASSET MANAGEMENT LLC /CA/	38.91K	Mar 31, 26	+1.35K	0.04%
Freestone Capital Holdings, LLC	38.45K	Mar 31, 26	-916	0.04%
Sageworth Trust Co	37.61K	Mar 31, 26	+2.04K	0.04%
PFG Investments, LLC	36.98K	Mar 31, 26	+88	0.04%
HARBOUR INVESTMENTS, INC.	36.78K	Mar 31, 26	+4.42K	0.04%
New England Private Wealth Advisors LLC	36.50K	Mar 31, 26	+2.08K	0.04%
Ashford Advisors, LLC	35.90K	Mar 31, 26	-134.35K	0.04%
Farther Finance Advisors, LLC	35.83K	Mar 31, 26	+547	0.04%
Stonehearth Capital Management, LLC	35.63K	Mar 31, 26	-654	0.04%
Brooklyn FI, LLC	35.30K	Mar 31, 26	-266	0.03%
McClarren Financial Advisors, Inc.	34.35K	Mar 31, 26	+25.84K	0.03%
FIRST HORIZON CORP	33.94K	Mar 31, 26	--	0.03%
Private Advisor Group, LLC	33.70K	Mar 31, 26	+1.50K	0.03%
MML INVESTORS SERVICES, LLC	33.13K	Mar 31, 26	-750	0.03%
CHOREO, LLC	32.84K	Mar 31, 26	+3.39K	0.03%
Lido Advisors, LLC	32.79K	Mar 31, 26	-745	0.03%
RETIREMENT CAPITAL STRATEGIES	32.30K	Mar 31, 26	-490	0.03%
Well Done, LLC	32.25K	Mar 31, 26	-69	0.03%
Koshinski Asset Management, Inc.	31.64K	Mar 31, 26	-100	0.03%
Ballentine Partners, LLC	30.31K	Mar 31, 26	-1	0.03%
Trademark Financial Management, LLC	30.13K	Mar 31, 26	-266	0.03%
Valmark Advisers, Inc.	29.98K	Mar 31, 26	+1.51K	0.03%
Vanguard National Trust Co	29.93K	Mar 31, 26	+29.93K	0.03%
Mallini Complete Financial Planning LLC	29.38K	Mar 31, 26	+1.93K	0.03%
Haverford Trust Co	29.30K	Mar 31, 26	+337	0.03%
WHITTIER TRUST CO	28.59K	Mar 31, 26	-21	0.03%
Modera Wealth Management, LLC	28.11K	Mar 31, 26	-954	0.03%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	27.04K	Mar 31, 26	-916	0.03%
Affinity Capital Advisors, LLC	26.88K	Mar 31, 26	-319	0.03%
PENNINGTON PARTNERS & CO., LLC	26.07K	Mar 31, 26	-19.61K	0.03%
Westfuller Advisors, LLC	25.86K	Mar 31, 26	-22.16K	0.03%
FMR LLC	25.39K	Mar 31, 26	+2.23K	0.03%
STIFEL FINANCIAL CORP	25.20K	Mar 31, 26	+634	0.02%
Topel & Distasi Wealth Management, LLC	25.20K	Mar 31, 26	-1.54K	0.02%
CGN Advisors LLC	25.15K	Mar 31, 26	+1.58K	0.02%
Wealth Group Ltd	25.12K	Mar 31, 26	+973	0.02%
NewEdge Advisors, LLC	24.99K	Mar 31, 26	-6.26K	0.02%
FIDUCIARY TRUST CO	24.88K	Mar 31, 26	-63	0.02%
MISSION WEALTH MANAGEMENT, LP	24.83K	Mar 31, 26	-7.90K	0.02%
Sequoia Financial Advisors, LLC	24.66K	Mar 31, 26	+74	0.02%
DAVIS R M INC	24.18K	Mar 31, 26	-457	0.02%
Strategic Point Investment Advisors, LLC	23.71K	Mar 31, 26	-450	0.02%
Fingerlakes Wealth Management, Inc.	22.66K	Mar 31, 26	+763	0.02%
Armbruster Capital Management, Inc.	22.49K	Mar 31, 26	+99	0.02%
EP Wealth Advisors, LLC	22.19K	Mar 31, 26	-2.55K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22.06K	Mar 31, 26	-5.09K	0.02%
PROFFITT & GOODSON INC	21.87K	Mar 31, 26	+981	0.02%
Strategic Financial Planning, Inc.	21.24K	Mar 31, 26	+21.24K	0.02%
Perigon Wealth Management, LLC	20.82K	Mar 31, 26	+12	0.02%
Clarity Asset Management, Inc.	20.54K	Mar 31, 26	-164.61K	0.02%
MAYPORT, LLC	20.33K	Mar 31, 26	--	0.02%
TRUIST FINANCIAL CORP	20.19K	Mar 31, 26	+514	0.02%
NORTHERN TRUST CORP	20.00K	Mar 31, 26	--	0.02%
NewEdge Wealth, LLC	19.62K	Mar 31, 26	--	0.02%
Bell Investment Advisors, Inc	19.52K	Mar 31, 26	+1.55K	0.02%
Laurel Wealth Planning LLC	19.38K	Mar 31, 26	+6	0.02%
Glenview Trust Co	19.30K	Mar 31, 26	+845	0.02%
Summit Wealth Group, LLC	19.19K	Mar 31, 26	-622	0.02%
WEBSTER BANK, N. A.	18.90K	Mar 31, 26	--	0.02%
West Financial Advisors, LLC	18.66K	Mar 31, 26	-58	0.02%
Wedmont Private Capital	18.57K	Mar 31, 26	-593	0.02%
EQUITABLE TRUST CO	18.53K	Mar 31, 26	--	0.02%
CITIGROUP INC	17.89K	Mar 31, 26	+11.64K	0.02%
WHITTIER TRUST CO OF NEVADA INC	17.56K	Mar 31, 26	--	0.02%
Tortoise Investment Management, LLC	17.53K	Mar 31, 26	+628	0.02%
Arjuna Capital	17.48K	Mar 31, 26	+120	0.02%
Addison Advisors LLC	17.44K	Mar 31, 26	-35	0.02%
Parallel Advisors, LLC	17.35K	Mar 31, 26	-17.03K	0.02%
Cornerstone Wealth Management, LLC	17.09K	Mar 31, 26	-804	0.02%
SAPIENT CAPITAL LLC	17.09K	Mar 31, 26	-7.46K	0.02%
Skyline Advisors, Inc.	16.42K	Mar 31, 26	-92	0.02%
WealthCollab, LLC	16.38K	Mar 31, 26	+127	0.02%
Northland Capital Management LLC	16.35K	Mar 31, 26	-168	0.02%
Mesirow Financial Investment Management, Inc.	16.23K	Mar 31, 26	+6.68K	0.02%
EVERETT HARRIS & CO /CA/	16.00K	Mar 31, 26	--	0.02%
Farnam Financial LLC	15.62K	Mar 31, 26	-1.10K	0.02%
UMB Bank, n.a.	15.56K	Mar 31, 26	--	0.02%
Neuberger Berman Group LLC	15.42K	Mar 31, 26	-40.51K	0.02%
BRYN MAWR TRUST Co	15.37K	Mar 31, 26	--	0.02%
BROWN ADVISORY INC	15.31K	Mar 31, 26	+252	0.02%
Robertson Stephens Wealth Management, LLC	15.12K	Mar 31, 26	-533	0.01%
Silver Oak Advisory Group, Inc.	15.03K	Mar 31, 26	+1.54K	0.01%
M&T BANK CORP	14.97K	Mar 31, 26	--	0.01%
Wingate Wealth Advisors, Inc.	14.55K	Mar 31, 26	+38	0.01%
Smithfield Trust Co	14.49K	Mar 31, 26	+99	0.01%
Johnson Bixby & Associates, LLC	14.45K	Mar 31, 26	-1.48K	0.01%
Sanctuary Advisors, LLC	14.31K	Mar 31, 26	+183	0.01%
Merit Financial Group, LLC	14.16K	Mar 31, 26	-3.66K	0.01%
BAILARD, INC.	14.16K	Mar 31, 26	+1.52K	0.01%
Savant Capital, LLC	14.15K	Mar 31, 26	+4.40K	0.01%
Values Added Financial LLC	14.12K	Mar 31, 26	+6	0.01%
Scott Capital Advisors, LLC	14.03K	Mar 31, 26	+924	0.01%
Leonard Rickey Investment Advisors P.L.L.C.	13.97K	Mar 31, 26	+235	0.01%
Rock Point Advisors, LLC	13.77K	Mar 31, 26	+565	0.01%
Vermillion & White Wealth Management Group, LLC	13.76K	Mar 31, 26	-52	0.01%
Weil Company, Inc.	13.74K	Mar 31, 26	+3	0.01%
Selective Wealth Management, Inc.	13.59K	Mar 31, 26	+96	0.01%
CWM, LLC	13.49K	Mar 31, 26	+167	0.01%
Joel Isaacson & Co., LLC	13.12K	Mar 31, 26	+295	0.01%
Shepherd Financial Partners LLC	12.93K	Mar 31, 26	--	0.01%
Ervin Investment Management, LLC	12.83K	Mar 31, 26	+957	0.01%
Clearstead Advisors, LLC	12.71K	Mar 31, 26	+11.77K	0.01%
Snowden Capital Advisors LLC	12.61K	Mar 31, 26	-116	0.01%
McLean Asset Management Corp	12.59K	Mar 31, 26	+1.39K	0.01%
Fifth Third Wealth Advisors LLC	12.58K	Mar 31, 26	--	0.01%
Towerpoint Wealth, LLC	12.54K	Mar 31, 26	-59	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	12.39K	Mar 31, 26	-54	0.01%
Pine Harbor Wealth Management, LLC	12.37K	Mar 31, 26	-15	0.01%
MARINO, STRAM & ASSOCIATES LLC	12.36K	Mar 31, 26	-98	0.01%
OKABENA INVESTMENT SERVICES INC	12.25K	Mar 31, 26	+4.65K	0.01%
BEACON FINANCIAL PLANNING, INC	12.25K	Mar 31, 26	+32	0.01%
Federation des caisses Desjardins du Quebec	12.08K	Mar 31, 26	+633	0.01%
Atomi Financial Group, Inc.	11.78K	Mar 31, 26	-795	0.01%
Arbor Investment Advisors, LLC	11.42K	Mar 31, 26	+210	0.01%
Balanced Rock Investment Advisor	11.42K	Mar 31, 26	+267	0.01%
M Holdings Securities, Inc.	11.35K	Mar 31, 26	+17	0.01%
Bell Bank	11.24K	Mar 31, 26	+5.99K	0.01%
NOVARE CAPITAL MANAGEMENT LLC	11.15K	Mar 31, 26	-128	0.01%
Chemistry Wealth Management LLC	10.83K	Mar 31, 26	--	0.01%
CAHILL FINANCIAL ADVISORS INC	10.80K	Mar 31, 26	-450	0.01%
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	10.80K	Mar 31, 26	+90	0.01%
Buckingham Strategic Partners	10.46K	Mar 31, 26	-358	0.01%
Brickley Wealth Management	10.41K	Mar 31, 26	-462	0.01%
Joel Adams & Associates, Inc.	10.20K	Mar 31, 26	+945	0.01%
PENOBSCOT WEALTH MANAGEMENT	10.09K	Mar 31, 26	+1.45K	0.01%
Larson Financial Group LLC	10.03K	Mar 31, 26	-811	0.01%
Stratos Wealth Partners, LTD.	9.85K	Mar 31, 26	+1.16K	0.01%
Bragg Financial Advisors, Inc	9.81K	Mar 31, 26	+337	0.01%
Allworth Financial LP	9.76K	Mar 31, 26	+1.58K	0.01%
SEEDS INVESTOR LLC	9.73K	Mar 31, 26	--	0.01%
Jefferies Financial Group Inc.	9.66K	Mar 31, 26	-153	0.01%
Fortress Financial Solutions, LLC	9.61K	Mar 31, 26	+435	0.01%
BlackRock, Inc.	9.51K	Mar 31, 26	+9.02K	0.01%
Pensionmark Financial Group, LLC	9.44K	Mar 31, 26	-7	0.01%
FORVIS Wealth Advisors, LLC	9.44K	Mar 31, 26	--	0.01%
GGM Financials LLC	9.43K	Mar 31, 26	+9.43K	0.01%
Central Pacific Bank - Trust Division	9.41K	Mar 31, 26	--	0.01%
Waverly Advisors, LLC	9.39K	Mar 31, 26	-1.10K	0.01%
MAI Capital Management	9.37K	Mar 31, 26	+537	0.01%
Family CFO Inc	9.36K	Mar 31, 26	--	0.01%
ANB BANK	9.33K	Mar 31, 26	-523	0.01%
WEDBUSH SECURITIES INC	9.27K	Mar 31, 26	-781	0.01%
Wealthspire Advisors, LLC	9.25K	Mar 31, 26	+337	0.01%
Greenspring Advisors, LLC	9.13K	Mar 31, 26	--	0.01%
PFG Advisors	9.04K	Mar 31, 26	-128	0.01%
IFG Advisors, LLC	9.00K	Mar 31, 26	+3.02K	0.01%
Sageworth Trust Co of South Dakota	8.94K	Mar 31, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	8.92K	Mar 31, 26	-308	0.01%
SFM, LLC	8.89K	Mar 31, 26	+6	0.01%
Savvy Advisors, Inc.	8.87K	Mar 31, 26	+186	0.01%
AQR CAPITAL MANAGEMENT LLC	8.86K	Mar 31, 26	-83	0.01%
ZEVIN ASSET MANAGEMENT LLC	8.83K	Mar 31, 26	+870	0.01%
PRESILIUM PRIVATE WEALTH, LLC	8.77K	Mar 31, 26	+389	0.01%
My Personal CFO, LLC	8.70K	Mar 31, 26	-602	0.01%
LANDAAS & CO /WI /ADV	8.62K	Mar 31, 26	-86	0.01%
TRUEFG, LLC	8.42K	Mar 31, 26	-199	0.01%
Passive Capital Management, LLC.	8.40K	Mar 31, 26	-118	0.01%
HBK Sorce Advisory LLC	8.38K	Mar 31, 26	+37	0.01%
Janney Montgomery Scott LLC	8.36K	Mar 31, 26	-1.13K	0.01%
Sage Advisory Services, Ltd.Co.	8.30K	Mar 31, 26	+1.80K	0.01%
THOMPSON DAVIS & CO., INC.	8.12K	Mar 31, 26	--	0.01%
Kestra Advisory Services, LLC	8.08K	Mar 31, 26	-1.57K	0.01%
Skopos Labs, Inc.	7.96K	Mar 31, 26	-1.02K	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	7.91K	Mar 31, 26	-222	0.01%
CITIZENS FINANCIAL GROUP INC/RI	7.91K	Mar 31, 26	-245	0.01%
CJM Wealth Advisers, Ltd.	7.86K	Mar 31, 26	--	0.01%
Midwest Trust Co	7.83K	Mar 31, 26	--	0.01%
Cherry Tree Wealth Management, LLC	7.80K	Mar 31, 26	-67	0.01%
Tradition Wealth Management, LLC	7.71K	Mar 31, 26	+56	0.01%
GOLDEN ROAD ADVISORS LLC	7.68K	Mar 31, 26	+169	0.01%
Van Hulzen Asset Management, LLC	7.61K	Mar 31, 26	+3.91K	0.01%
Rockbridge Investment Management, LCC	7.59K	Mar 31, 26	+43	0.01%
CM WEALTH ADVISORS LLC	7.55K	Mar 31, 26	--	0.01%
CHERRYDALE WEALTH MANAGEMENT, LLC	7.53K	Mar 31, 26	+19	0.01%
COZAD ASSET MANAGEMENT INC	7.51K	Mar 31, 26	--	0.01%
Csenge Advisory Group	7.36K	Mar 31, 26	+19	0.01%
PECAUT & CO.	7.35K	Mar 31, 26	-1.05K	0.01%
May Hill Capital, LLC	7.31K	Mar 31, 26	-1.02K	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	7.25K	Mar 31, 26	+307	0.01%
Milestone Investment Advisors LLC	7.24K	Mar 31, 26	+206	0.01%
Dynamic Advisor Solutions LLC	7.16K	Mar 31, 26	--	0.01%
Equitable Holdings, Inc.	7.13K	Mar 31, 26	-619	0.01%
Truepoint, Inc.	7.10K	Mar 31, 26	+37	0.01%
Cartesian Growth Corp	7.08K	Mar 31, 26	--	0.01%
Empower Advisory Group, LLC	7.06K	Mar 31, 26	-183	0.01%
Millstone Evans Group, LLC	7.02K	Mar 31, 26	+2.26K	0.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	6.95K	Mar 31, 26	--	0.01%
AAF Wealth Management, LLC	6.80K	Mar 31, 26	+6.80K	0.01%
CURIO WEALTH, LLC	6.80K	Mar 31, 26	--	0.01%
BRADLEY FOSTER & SARGENT INC/CT	6.77K	Mar 31, 26	-1.25K	0.01%
Abacus Planning Group, Inc.	6.71K	Mar 31, 26	+602	0.01%
TPG Financial Advisors, LLC	6.67K	Mar 31, 26	-612	0.01%
Weinberger Asset Management, Inc	6.61K	Mar 31, 26	+3.27K	0.01%
Avantax Planning Partners, Inc.	6.58K	Mar 31, 26	--	0.01%
Princeton Global Asset Management LLC	6.55K	Mar 31, 26	+417	0.01%
Symmetry Partners, LLC	6.28K	Mar 31, 26	-62	0.01%
Black Diamond Financial, LLC	6.12K	Mar 31, 26	-654	0.01%
Compass Ion Advisors, LLC	6.07K	Mar 31, 26	-270	0.01%
ETF Portfolio Partners, Inc.	6.02K	Mar 31, 26	+45	0.01%
GenTrust, LLC	6.02K	Mar 31, 26	-5.78K	0.01%
LexAurum Advisors, LLC	5.96K	Mar 31, 26	+5.96K	0.01%
Firestone Capital Management	5.93K	Mar 31, 26	+16	0.01%
Ameritas Investment Partners, Inc.	5.91K	Mar 31, 26	+204	0.01%
Financial Alternatives, Inc	5.91K	Mar 31, 26	+19	0.01%
KMG FIDUCIARY PARTNERS, LLC	5.90K	Mar 31, 26	--	0.01%
Badgley Phelps Wealth Managers, LLC	5.88K	Mar 31, 26	-77	0.01%
Peirce Capital Management, LLC	5.88K	Mar 31, 26	+2	0.01%
FRG Family Wealth Advisors LLC	5.88K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	5.80K	Mar 31, 26	+1.09K	0.01%
CLUNE & ASSOCIATES, LTD.	5.80K	Mar 31, 26	+2.51K	0.01%
Ameraudi Asset Management, Inc.	5.79K	Mar 31, 26	--	0.01%
Capstone Financial Advisors, Inc.	5.77K	Mar 31, 26	+174	0.01%
Quantum Financial Planning Services, Inc.	5.75K	Mar 31, 26	+180	0.01%
JNBA Financial Advisors	5.62K	Mar 31, 26	-1.68K	0.01%
Coston, McIsaac & Partners	5.61K	Mar 31, 26	-492	0.01%
NORTHEAST INVESTMENT MANAGEMENT	5.56K	Mar 31, 26	+73	0.01%
Vickerman Investment Advisors, Inc.	5.54K	Mar 31, 26	-1.46K	0.01%
Destination Wealth Management	5.50K	Mar 31, 26	-175	0.01%
Gordian Advisors LLC	5.50K	Mar 31, 26	+886	0.01%
Sherman Asset Management, Inc.	5.48K	Mar 31, 26	+25	0.01%
Cascade Investment Advisors, Inc.	5.40K	Mar 31, 26	-244	0.01%
Ashton Thomas Private Wealth, LLC	5.34K	Mar 31, 26	+52	0.01%
Keystone Financial Group	5.33K	Mar 31, 26	--	0.01%
TD Waterhouse Canada Inc.	5.29K	Mar 31, 26	+1.17K	0.01%
Confluence Wealth Services, Inc.	5.29K	Mar 31, 26	+445	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	5.24K	Mar 31, 26	+5.24K	0.01%
Focus Financial Network, Inc.	5.18K	Mar 31, 26	-509	0.01%
Chicago Partners Investment Group LLC	5.13K	Mar 31, 26	+8	0.01%
PDS Planning, Inc	5.09K	Mar 31, 26	+270	0.01%
APPLETON PARTNERS INC/MA	5.05K	Mar 31, 26	-5	0.00%
Russell Investments Group, Ltd.	5.05K	Mar 31, 26	+4.94K	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	5.00K	Mar 31, 26	-126	0.00%
Rossmore Private Capital	5.00K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	5.00K	Mar 31, 26	-2	0.00%
ALBION FINANCIAL GROUP /UT	4.96K	Mar 31, 26	+3.19K	0.00%
Capital Investment Advisors, LLC	4.92K	Mar 31, 26	--	0.00%
Ellevest, Inc.	4.91K	Mar 31, 26	+24	0.00%
RAM Investment Partners, LLC	4.88K	Mar 31, 26	--	0.00%
Rockefeller Capital Management L.P.	4.88K	Mar 31, 26	+2.02K	0.00%
MONEY CONCEPTS CAPITAL CORP	4.84K	Mar 31, 26	--	0.00%
Rehmann Capital Advisory Group	4.81K	Mar 31, 26	+1.38K	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.78K	Mar 31, 26	+9	0.00%
FIRST HAWAIIAN BANK	4.75K	Mar 31, 26	-35.02K	0.00%
INTEGRAL INVESTMENT ADVISORS, INC.	4.70K	Mar 31, 26	+626	0.00%
Per Stirling Capital Management, LLC.	4.69K	Mar 31, 26	+983	0.00%
NORTHSTAR ASSET MANAGEMENT LLC	4.67K	Mar 31, 26	-10	0.00%
SILVERLAKE WEALTH MANAGEMENT LLC	4.65K	Mar 31, 26	-157	0.00%
VSM Wealth Advisory, LLC	4.57K	Mar 31, 26	+7	0.00%
NATIONAL BANK OF CANADA /FI/	4.57K	Mar 31, 26	--	0.00%
Geneos Wealth Management Inc.	4.54K	Mar 31, 26	-36	0.00%
Sonoma Private Wealth LLC	4.50K	Mar 31, 26	+1.99K	0.00%
LRI Investments, LLC	4.49K	Mar 31, 26	+40	0.00%
Sanibel Captiva Trust Company, Inc.	4.45K	Mar 31, 26	--	0.00%
Sterling Wealth Management, Inc.	4.43K	Mar 31, 26	-388	0.00%
Pinnacle Financial Group, LLC / IL	4.42K	Mar 31, 26	-54	0.00%
Level Financial Advisors, Inc.	4.22K	Mar 31, 26	--	0.00%
Acropolis Investment Management, LLC	4.22K	Mar 31, 26	+1.05K	0.00%
Physician Wealth Advisors, Inc.	4.18K	Mar 31, 26	-476	0.00%
SCHMIDT P J INVESTMENT MANAGEMENT INC	4.17K	Mar 31, 26	-412	0.00%
ARMSTRONG ADVISORY GROUP, INC	4.15K	Mar 31, 26	+35	0.00%
WNY Asset Management, LLC	4.09K	Mar 31, 26	+4.09K	0.00%
Zhang Financial LLC	4.08K	Mar 31, 26	--	0.00%
COREPATH WEALTH PARTNERS LLC	4.07K	Mar 31, 26	+277	0.00%
Wood Tarver Financial Group, LLC	4.00K	Mar 31, 26	-458	0.00%
Advisory Services Network, LLC	3.99K	Mar 31, 26	+25	0.00%
Wealth Management Strategies, Inc.	3.98K	Mar 31, 26	+102	0.00%
Aspen Capital Management, LLC	3.95K	Mar 31, 26	+10	0.00%
Ally Invest Advisors Inc.	3.94K	Mar 31, 26	+229	0.00%
NWF Advisory Services Inc.	3.87K	Mar 31, 26	+225	0.00%
Sulzberger Capital Advisors, Inc.	3.86K	Mar 31, 26	--	0.00%
Mokosak Advisory Group, LLC	3.86K	Mar 31, 26	-50	0.00%
Gladstone Institutional Advisory LLC	3.85K	Mar 31, 26	+49	0.00%
CUTLER INVESTMENT COUNSEL LLC	3.85K	Mar 31, 26	+104	0.00%
Integrated Wealth Concepts LLC	3.85K	Mar 31, 26	+1.30K	0.00%
ACCESS FINANCIAL SERVICES, INC.	3.84K	Mar 31, 26	-66	0.00%
Bridgewater Advisors Inc.	3.82K	Mar 31, 26	-873	0.00%
Rollins Financial Advisors, LLC	3.71K	Mar 31, 26	-304	0.00%
Sentinus, LLC	3.65K	Mar 31, 26	-850	0.00%
Pinnacle Bancorp, Inc.	3.63K	Mar 31, 26	+9	0.00%
Five Pine Wealth Management	3.61K	Mar 31, 26	+4	0.00%
MSH Capital Advisors LLC	3.53K	Mar 31, 26	--	0.00%
FIDUCIARY FINANCIAL GROUP, LLC	3.52K	Mar 31, 26	+7	0.00%
Rice Partnership, LLC	3.52K	Mar 31, 26	+27	0.00%
HEADINVEST, LLC	3.49K	Mar 31, 26	+3.49K	0.00%
IBEX WEALTH ADVISORS	3.48K	Mar 31, 26	+3.48K	0.00%
Northeast Financial Group, Inc.	3.47K	Mar 31, 26	--	0.00%
Mengis Capital Management, Inc.	3.47K	Mar 31, 26	+260	0.00%
Aprio Wealth Management, LLC	3.46K	Mar 31, 26	-213	0.00%
Tribridge Partners Financial LLC	3.44K	Mar 31, 26	--	0.00%
Essential Planning, LLC.	3.44K	Mar 31, 26	-78	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	3.43K	Mar 31, 26	+138	0.00%
PINNACLE ASSOCIATES LTD	3.43K	Mar 31, 26	-148	0.00%
Five Oceans Advisors	3.42K	Mar 31, 26	--	0.00%
Panoramic Capital Partners, LLC	3.40K	Mar 31, 26	--	0.00%
Brio Consultants, LLC	3.38K	Mar 31, 26	+620	0.00%
Cornerstone Financial Group, LLC /NE/	3.36K	Mar 31, 26	+9	0.00%
Stonehage Fleming Financial Services Holdings Ltd	3.33K	Mar 31, 26	--	0.00%
Quantum Financial Advisors, LLC	3.32K	Mar 31, 26	-34	0.00%
Legacy Capital Wealth Partners, LLC	3.32K	Mar 31, 26	--	0.00%
Antonelli Financial Advisors, LLC	3.30K	Mar 31, 26	+36	0.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	3.24K	Mar 31, 26	+9	0.00%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	3.23K	Mar 31, 26	+3.23K	0.00%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.22K	Mar 31, 26	-5.71K	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	3.19K	Mar 31, 26	-300	0.00%
Parcion Private Wealth LLC	3.19K	Mar 31, 26	--	0.00%
Peregrine Asset Advisers, Inc.	3.19K	Mar 31, 26	+416	0.00%
Nemes Rush Group LLC	3.18K	Mar 31, 26	+1.03K	0.00%
Meridian Financial Partners LLC	3.16K	Mar 31, 26	+78	0.00%
Hilltop Holdings Inc.	3.16K	Mar 31, 26	--	0.00%
Principle Wealth Partners LLC	3.15K	Mar 31, 26	--	0.00%
Financial Futures Ltd Liability Co.	3.13K	Mar 31, 26	+52	0.00%
Legacy Private Trust Co.	3.13K	Mar 31, 26	--	0.00%
Mutual Advisors, LLC	3.10K	Mar 31, 26	-442	0.00%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	3.08K	Mar 31, 26	--	0.00%
Octavia Wealth Advisors, LLC	3.08K	Mar 31, 26	+667	0.00%
Valeo Financial Advisors, LLC	3.07K	Mar 31, 26	-1.51K	0.00%
AlphaCore Capital LLC	3.05K	Mar 31, 26	--	0.00%
Sandy Cove Advisors, LLC	3.02K	Mar 31, 26	+4	0.00%
RTD Financial Advisors, Inc.	3.02K	Mar 31, 26	--	0.00%
NCM Capital Management, LLC	3.00K	Mar 31, 26	-341	0.00%
Pinnacle Wealth Management Advisory Group, LLC	2.99K	Mar 31, 26	--	0.00%
N.E.W. Advisory Services LLC	2.98K	Mar 31, 26	+74	0.00%
Cardinal Point Capital Management, ULC	2.96K	Mar 31, 26	--	0.00%
Continuum Advisory, LLC	2.94K	Mar 31, 26	+7	0.00%
Belpointe Asset Management LLC	2.94K	Mar 31, 26	+2.94K	0.00%
Fortis Capital Advisors, LLC	2.94K	Mar 31, 26	+2.94K	0.00%
MCCARTER PRIVATE WEALTH SERVICES LLC	2.94K	Mar 31, 26	-1.67K	0.00%
AE Wealth Management LLC	2.90K	Mar 31, 26	+237	0.00%
Cornerstone Wealth Advisors, Inc.	2.90K	Mar 31, 26	+5	0.00%
Blue Zone Wealth Advisors, LLC	2.88K	Mar 31, 26	--	0.00%
Fiera Capital Corp	2.86K	Mar 31, 26	+7	0.00%
CFS Investment Advisory Services, LLC	2.86K	Mar 31, 26	-20	0.00%
Hurley Capital, LLC	2.83K	Mar 31, 26	+3	0.00%
Ignite Planners, LLC	2.81K	Mar 31, 26	--	0.00%
Stonebridge Financial Planning Group, LLC	2.81K	Mar 31, 26	--	0.00%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	2.80K	Mar 31, 26	--	0.00%
Canopy Partners, LLC	2.80K	Mar 31, 26	+599	0.00%
Wolfstich Capital, LLC	2.79K	Mar 31, 26	-97	0.00%
Retirement Planning Group	2.76K	Mar 31, 26	+60	0.00%
Brookstone Capital Management	2.76K	Mar 31, 26	-3.30K	0.00%
PARK NATIONAL CORP /OH/	2.76K	Mar 31, 26	--	0.00%
NOTTINGHAM ADVISORS, INC.	2.75K	Mar 31, 26	--	0.00%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	2.74K	Mar 31, 26	-32	0.00%
CAPITAL MANAGEMENT CORP /VA	2.72K	Mar 31, 26	+2	0.00%
Independent Advisor Alliance	2.71K	Mar 31, 26	+2.71K	0.00%
RB Capital Management, LLC	2.71K	Mar 31, 26	--	0.00%
FIRST MANHATTAN CO. LLC.	2.71K	Mar 31, 26	+25	0.00%
Y-Intercept (Hong Kong) Ltd	2.69K	Mar 31, 26	+2.69K	0.00%
Harbor Asset Planning, Inc.	2.69K	Mar 31, 26	-129	0.00%
Fort Sheridan Advisors LLC	2.68K	Mar 31, 26	--	0.00%
TOCQUEVILLE ASSET MANAGEMENT L.P.	2.68K	Mar 31, 26	--	0.00%
Plancorp, LLC	2.68K	Mar 31, 26	--	0.00%
BALDWIN BROTHERS LLC/MA	2.68K	Mar 31, 26	+2.68K	0.00%
Diversified Enterprises, LLC	2.66K	Mar 31, 26	--	0.00%
Sound View Wealth Advisors Group, LLC	2.65K	Mar 31, 26	-5	0.00%
TCI Wealth Advisors, Inc.	2.61K	Mar 31, 26	-4	0.00%
MANCHESTER FINANCIAL INC	2.60K	Mar 31, 26	+890	0.00%
RMB Capital Management, LLC	2.59K	Mar 31, 26	--	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2.58K	Mar 31, 26	+7	0.00%
True Link Financial Advisors, LLC	2.50K	Mar 31, 26	--	0.00%
Prime Capital Investment Advisors, LLC	2.50K	Mar 31, 26	+221	0.00%
IEQ CAPITAL, LLC	2.50K	Mar 31, 26	--	0.00%
LIBERTY WEALTH MANAGEMENT LLC	2.50K	Mar 31, 26	+62	0.00%
WARNER FINANCIAL, INC	2.50K	Mar 31, 26	+189	0.00%
Salus Financial Advisors, LLC	2.49K	Mar 31, 26	-425	0.00%
CARDIFF PARK ADVISORS, LLC	2.48K	Mar 31, 26	-49	0.00%
TRILLIUM ASSET MANAGEMENT, LLC	2.47K	Mar 31, 26	-300	0.00%
First National Advisers, LLC	2.46K	Mar 31, 26	+150	0.00%
Brinker Capital Investments, LLC	2.46K	Mar 31, 26	--	0.00%
BLUESTEM FINANCIAL ADVISORS, LLC	2.45K	Mar 31, 26	+1	0.00%
MBE Wealth Management, LLC	2.45K	Mar 31, 26	--	0.00%
Round Rock Advisors, LLC	2.44K	Mar 31, 26	--	0.00%
FC Advisory LLC	2.42K	Mar 31, 26	+3	0.00%
Quent Capital, LLC	2.42K	Mar 31, 26	-38	0.00%
EVERMAY WEALTH MANAGEMENT LLC	2.42K	Mar 31, 26	--	0.00%
Disciplined Investors, L.L.C.	2.40K	Mar 31, 26	+2.40K	0.00%
Everhart Financial Group, Inc.	2.40K	Mar 31, 26	-7	0.00%
Sowell Financial Services LLC	2.38K	Mar 31, 26	-67	0.00%
NATURAL INVESTMENTS, LLC	2.34K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	2.31K	Mar 31, 26	+1.92K	0.00%
AGF MANAGEMENT LTD	2.30K	Mar 31, 26	--	0.00%
Dakota Wealth Management	2.30K	Mar 31, 26	-1.45K	0.00%
B & T Capital Management DBA Alpha Capital Management	2.29K	Mar 31, 26	-1.60K	0.00%
Marks Group Wealth Management, Inc	2.29K	Mar 31, 26	+2.29K	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	2.28K	Mar 31, 26	--	0.00%
CIBC WORLD MARKET INC.	2.28K	Mar 31, 26	-124	0.00%
Whitegate Investment Counselors, Inc.	2.27K	Mar 31, 26	-100	0.00%
LongView Wealth Management	2.27K	Mar 31, 26	--	0.00%
Trek Financial, LLC	2.26K	Mar 31, 26	+107	0.00%
Abacus Wealth Partners, LLC	2.25K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	2.23K	Mar 31, 26	+133	0.00%
DeDora Capital, Inc.	2.22K	Mar 31, 26	+3	0.00%
Schaeffer Financial LLC	2.21K	Mar 31, 26	+6	0.00%
Martel Wealth Advisors Inc	2.20K	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	2.19K	Mar 31, 26	-2.18K	0.00%
Ackerman Capital Advisors, LLC	2.18K	Mar 31, 26	--	0.00%
Apollon Wealth Management, LLC	2.18K	Mar 31, 26	-1.36K	0.00%
Nadler Financial Group, Inc.	2.17K	Mar 31, 26	+2.17K	0.00%
Tandem Financial, LLC	2.16K	Mar 31, 26	+2.16K	0.00%
North Star Investment Management Corp.	2.15K	Mar 31, 26	+195	0.00%
Reliant Wealth Planning	2.13K	Mar 31, 26	--	0.00%
Investment Advisory Group, LLC	2.10K	Mar 31, 26	+20	0.00%
OPPENHEIMER ASSET MANAGEMENT INC.	2.10K	Mar 31, 26	+46	0.00%
HM PAYSON & CO	2.08K	Mar 31, 26	--	0.00%
MEMBERS WEALTH LLC	2.03K	Mar 31, 26	--	0.00%
VestGen Advisors, LLC	2.02K	Mar 31, 26	--	0.00%
Vise Technologies, Inc.	2.01K	Mar 31, 26	--	0.00%
Fiduciary Alliance LLC	2.01K	Mar 31, 26	+26	0.00%
TRITONPOINT WEALTH, LLC	2.01K	Mar 31, 26	+2.01K	0.00%
NORRIS PERNE & FRENCH LLP/MI	2.01K	Mar 31, 26	-100	0.00%
Ledgewood Wealth Advisors, LLC	1.99K	Mar 31, 26	+1	0.00%
Evergreen Wealth Solutions, LLC	1.99K	Mar 31, 26	+1.99K	0.00%
OXFORD FINANCIAL GROUP LTD	1.98K	Mar 31, 26	--	0.00%
Level Wealth Management LLC	1.98K	Mar 31, 26	+5	0.00%
Legacy Financial Advisors, Inc.	1.97K	Mar 31, 26	-1.46K	0.00%
Carr Financial Group Corp	1.96K	Mar 31, 26	+1.96K	0.00%
NWAM LLC	1.96K	Mar 31, 26	+43	0.00%
SMITH CHAS P & ASSOCIATES PA CPAS	1.96K	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	1.95K	Mar 31, 26	+1.46K	0.00%
Cornerstone Advisory, LLC	1.93K	Mar 31, 26	-84	0.00%
DAVENPORT & Co LLC	1.92K	Mar 31, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	1.92K	Mar 31, 26	+532	0.00%
CONTINUUM WEALTH ADVISORS, LLC	1.89K	Mar 31, 26	+9	0.00%
Bouchey Financial Group Ltd	1.87K	Mar 31, 26	--	0.00%
Vawter Financial, Ltd.	1.86K	Mar 31, 26	--	0.00%
Jacobsen Capital Management	1.85K	Mar 31, 26	+148	0.00%
Momentous Wealth Management, Inc.	1.84K	Mar 31, 26	--	0.00%
Concurrent Investment Advisors, LLC	1.82K	Mar 31, 26	+24	0.00%
OFC FINANCIAL PLANNING, LLC	1.82K	Mar 31, 26	--	0.00%
Coastal Bridge Advisors, LLC	1.80K	Mar 31, 26	-70	0.00%
AVAII WEALTH MANAGEMENT, LLC	1.80K	Mar 31, 26	--	0.00%
Envestnet Portfolio Solutions, Inc.	1.80K	Mar 31, 26	-253	0.00%
MB Generational Wealth, LLC	1.80K	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.73K	Mar 31, 26	+424	0.00%
Parkside Financial Bank & Trust	1.63K	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	1.50K	Mar 31, 26	-425	0.00%
Covestor Ltd	1.49K	Mar 31, 26	+45	0.00%
Scarborough Advisors, LLC	1.48K	Mar 31, 26	+1.48K	0.00%
GAMMA Investing LLC	1.44K	Mar 31, 26	--	0.00%
Graney & King, LLC	1.41K	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	1.34K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.30K	Mar 31, 26	+144	0.00%
JFS WEALTH ADVISORS, LLC	1.27K	Mar 31, 26	+1	0.00%
Carolina Wealth Advisors, LLC	1.21K	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	1.12K	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	1.09K	Mar 31, 26	--	0.00%
Kohmann Bosshard Financial Services, LLC	1.09K	Mar 31, 26	-120	0.00%
Investors Research Corp	1.08K	Mar 31, 26	+122	0.00%
Capital Analysts, LLC	1.04K	Mar 31, 26	-791	0.00%
Strategic Wealth Partners, Ltd.	970	Mar 31, 26	-734	0.00%
RICHARDS, MERRILL & PETERSON, INC.	960	Mar 31, 26	+90	0.00%
Fort Vancouver Investment Management, LLC	955	Mar 31, 26	--	0.00%
Capitol Family Office, Inc.	945	Mar 31, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	943	Mar 31, 26	+943	0.00%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	938	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	923	Mar 31, 26	--	0.00%
IFP Advisors, Inc	875	Mar 31, 26	+333	0.00%
Abound Wealth Management	875	Mar 31, 26	+75	0.00%
Winthrop Capital Management, LLC	814	Mar 31, 26	--	0.00%
WFA of San Diego, LLC	807	Mar 31, 26	-50	0.00%
Golden State Wealth Management, LLC	799	Mar 31, 26	+799	0.00%
Trust Co	760	Mar 31, 26	-2	0.00%
PITTENGER & ANDERSON INC	717	Mar 31, 26	+389	0.00%
Piscataqua Savings Bank	711	Mar 31, 26	--	0.00%
Richardson Capital Management LLC	687	Mar 31, 26	+2	0.00%
Fortis Group Advisors, LLC	680	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	625	Mar 31, 26	+625	0.00%
CALDWELL SUTTER CAPITAL, INC.	603	Mar 31, 26	+25	0.00%
UNION SAVINGS BANK	586	Mar 31, 26	--	0.00%
Newton One Investments LLC	520	Mar 31, 26	-98	0.00%
CBIZ Investment Advisory Services, LLC	504	Mar 31, 26	+1	0.00%
HIGHLINE WEALTH PARTNERS LLC	491	Mar 31, 26	+26	0.00%
PRIVATE TRUST CO NA	482	Mar 31, 26	--	0.00%
Fairway Wealth LLC	478	Mar 31, 26	+1	0.00%
Westend Capital Management, LLC	471	Mar 31, 26	--	0.00%
YANKCOM Partnership	458	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	454	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	443	Mar 31, 26	+2	0.00%
Glen Eagle Advisors, LLC	440	Mar 31, 26	--	0.00%
Roble, Belko & Company, Inc	422	Mar 31, 26	--	0.00%
Winch Advisory Services, LLC	387	Mar 31, 26	--	0.00%
Avalon Trust Co	375	Mar 31, 26	+125	0.00%
Rossby Financial, LCC	365	Mar 31, 26	+364	0.00%
Mascoma Wealth Management LLC	355	Mar 31, 26	-71	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	347	Mar 31, 26	--	0.00%
North Ridge Wealth Advisors, Inc.	322	Mar 31, 26	--	0.00%
MASECO LLP	314	Mar 31, 26	--	0.00%
Quaker Wealth Management, LLC	309	Mar 31, 26	--	0.00%
American Capital Advisory, LLC	302	Mar 31, 26	+2	0.00%
SIGNATUREFD, LLC	298	Mar 31, 26	--	0.00%
DT Investment Partners, LLC	288	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	281	Mar 31, 26	-229	0.00%
ASSETMARK, INC	268	Mar 31, 26	-1.72K	0.00%
Cassaday & Co Wealth Management LLC	266	Mar 31, 26	+266	0.00%
Glassman Wealth Services	260	Mar 31, 26	--	0.00%
Bogart Wealth, LLC	238	Mar 31, 26	+17	0.00%
Operose Advisors LLC	233	Mar 31, 26	+1	0.00%
Breakwater Investment Management	229	Mar 31, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	227	Mar 31, 26	+1	0.00%
SRS Capital Advisors, Inc.	226	Mar 31, 26	+102	0.00%
Newbridge Financial Services Group, Inc.	223	Mar 31, 26	+1	0.00%
Financial Network Wealth Advisors LLC	217	Mar 31, 26	--	0.00%
Aviso Financial Inc.	205	Mar 31, 26	+205	0.00%
Navigoe, LLC	200	Mar 31, 26	--	0.00%
Evolution Advisers, Inc.	199	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	190	Mar 31, 26	--	0.00%
NVWM, LLC	166	Mar 31, 26	+166	0.00%
ACIMA PRIVATE WEALTH, LLC	158	Mar 31, 26	--	0.00%
BIRCHBROOK, INC.	152	Mar 31, 26	--	0.00%
BFSG, LLC	148	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	141	Mar 31, 26	-1.77K	0.00%
Archer Investment Corp	126	Mar 31, 26	+1	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	125	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	115	Mar 31, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	100	Mar 31, 26	--	0.00%
Lodestone Wealth Management LLC	92	Mar 31, 26	--	0.00%
Bernard Wealth Management Corp.	80	Mar 31, 26	--	0.00%
Financial Avengers, Inc.	75	Mar 31, 26	+75	0.00%
Sage Mountain Advisors LLC	74	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	61	Mar 31, 26	--	0.00%
Evelyn Partners Asset Management Ltd	56	Mar 31, 26	+56	0.00%
Atlantic Union Bankshares Corp	51	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	50	Mar 31, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	49	Mar 31, 26	--	0.00%
TIAA TRUST, NATIONAL ASSOCIATION	45	Mar 31, 26	-5.24K	0.00%
Tidemark, LLC	43	Mar 31, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	42	Mar 31, 26	+42	0.00%
Tower View Investment Management & Research LLC	42	Mar 31, 26	--	0.00%
Olistico Wealth, LLC	29	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	23	Mar 31, 26	--	0.00%
WPG Advisers, LLC	20	Mar 31, 26	--	0.00%
Topsail Wealth Management, LLC	20	Mar 31, 26	--	0.00%
3Chopt Investment Partners, LLC	14	Mar 31, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	12	Mar 31, 26	--	0.00%
Financial Life Planners	10	Mar 31, 26	+10	0.00%
Dogwood Wealth Management LLC	6	Mar 31, 26	--	0.00%
Kilter Group LLC	3	Mar 31, 26	-308	0.00%
Triumph Capital Management	3	Mar 31, 26	--	0.00%
RMG Wealth Management LLC	1	Mar 31, 26	+1	0.00%
Your Advocates Ltd., LLP	1	Mar 31, 26	--	0.00%
Advisors Capital Management, LLC	--	Mar 31, 26	-1.81K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-1.29K	--
BRIAN LOW FINANCIAL GROUP, LLC	--	Mar 31, 26	-1.70K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-24.37K	--
VISTA INVESTMENT PARTNERS II, LLC	--	Mar 31, 26	-1.77K	--
Modus Advisors, LLC	--	Mar 31, 26	-300	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.59K	--
Fiduciary Wealth Partners, LLC	--	Mar 31, 26	-6.61K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-3.80K	--
Wells Financial Advisors INC	--	Mar 31, 26	-400	--
Clean Yield Group	--	Mar 31, 26	-455	--
Estate Counselors, LLC	--	Mar 31, 26	-3.98K	--
Empowered Funds, LLC	--	Mar 31, 26	-412	--
Keystone Wealth Services, LLC	--	Mar 31, 26	-1.74K	--
Partners in Financial Planning	--	Mar 31, 26	-1.66K	--
BARCLAYS PLC	--	Mar 31, 26	-493	--
KEYVANTAGE WEALTH, LLC	--	Mar 31, 26	-1.77K	--
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-1.17K	--
Keudell/Morrison Wealth Management	--	Mar 31, 26	-2.01K	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-1.84K	--
Post Resch Tallon Group Inc.	--	Mar 31, 26	-2.18K	--
Amplius Wealth Advisors, LLC	--	Mar 31, 26	-1.90K	--
InTrack Investment Management Inc	--	Mar 31, 26	-6.72K	--
BOKF, NA	--	Mar 31, 26	-7.65K	--
Nautilus Advisors LLC	--	Mar 31, 26	-1.86K	--
DDD Partners, LLC	--	Mar 31, 26	-1.69K	--
Clark Asset Management, LLC	--	Mar 31, 26	-3.09K	--
Humankind Investments LLC	--	Mar 31, 26	-5.73K	--
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-1.80K	--
KINGSWOOD WEALTH ADVISORS, LLC	--	Mar 31, 26	-1.68K	--
PEAPACK GLADSTONE FINANCIAL CORP	--	Mar 31, 26	-1.74K	--
CreativeOne Wealth, LLC	--	Mar 31, 26	-1.72K	--
Goepper Burkhardt LLC	--	Mar 31, 26	-2.13K	--
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-5.09K	--
Measured Wealth Private Client Group, LLC	--	Mar 31, 26	-8	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-43.41K	--
MILLENNIUM MANAGEMENT LLC	--	Mar 31, 26	-2.00K	--
Engineers Gate Manager LP	--	Mar 31, 26	-3.26K	--
Concord Wealth Partners	--	Mar 31, 26	-1.56K	--
Atria Investments, Inc	--	Mar 31, 26	-4.04K	--
VANGUARD GROUP INC	3.61M	Dec 31, 25	+126.19K	3.57%
SageView Advisory Group, LLC	98.42K	Dec 31, 25	+239	0.10%
MERITAGE PORTFOLIO MANAGEMENT	20.28K	Dec 31, 25	+1.48K	0.02%
CIBC Private Wealth Group, LLC	15.42K	Dec 31, 25	+68	0.02%
Clearview Wealth Advisors LLC	8.76K	Dec 31, 25	-188	0.01%
Main Street Financial Solutions, LLC	8.13K	Dec 31, 25	-294	0.01%
Clarius Group, LLC	5.88K	Dec 31, 25	+446	0.01%
Quent Long Short Global Small Cap Fund, LP	2.45K	Dec 31, 25	+2.45K	0.00%
COMERICA BANK	1.91K	Dec 31, 25	-1.70K	0.00%
TRUST CO OF VERMONT	1.59K	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	793	Dec 31, 25	-44	0.00%
Ransom Advisory, Ltd	450	Dec 31, 25	+450	0.00%
Heritage Wealth Advisors	146	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-641	--
Apexium Financial, LP	56.33K	Sep 30, 25	-546	0.06%
MARSHALL FINANCIAL GROUP INC /ADV	22.24K	Sep 30, 25	+315	0.02%
FIRST NATIONAL CORP /MA/ /ADV	9.46K	Sep 30, 25	-237	0.01%
Glenmede Investment Management, LP	7.94K	Sep 30, 25	-132	0.01%
Copperleaf Capital, LLC	6.95K	Sep 30, 25	--	0.01%
Hemington Wealth Management	3.51K	Sep 30, 25	--	0.00%
Bristlecone Advisors, LLC	2.54K	Sep 30, 25	-21	0.00%
D. SCOTT NEAL, INC.	2.13K	Sep 30, 25	+18	0.00%
SPC Financial, Inc.	1.96K	Sep 30, 25	+1.96K	0.00%
CROWLEY WEALTH MANAGEMENT, INC.	136	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	62	Sep 30, 25	--	0.00%
Siligmueller & Norvid Wealth Advisors LLC	--	Sep 30, 25	-5.20K	--
Elios Financial Group Inc.	45.59K	Jun 30, 25	-23	0.05%
First Horizon Advisors, Inc.	34.06K	Jun 30, 25	--	0.03%
Martin Worley Group	23.23K	Jun 30, 25	-4.55K	0.02%
DOHJ, LLC	10.58K	Jun 30, 25	-143.43K	0.01%
Benchmark Wealth Management, LLC	6.57K	Jun 30, 25	--	0.01%
AVANTAX ADVISORY SERVICES, INC.	4.95K	Jun 30, 25	-48	0.00%
Better Money Decisions, LLC	4.14K	Jun 30, 25	-52	0.00%
Waypoint Wealth Partners Inc.	2.85K	Jun 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	2.48K	Jun 30, 25	+2.48K	0.00%
Parkworth Wealth Management, Inc.	718	Jun 30, 25	-1.47K	0.00%
Monterey Private Wealth, Inc.	44.48K	Mar 31, 25	-457	0.04%
US FINANCIAL ADVISORS, LLC	13.63K	Mar 31, 25	+729	0.01%
Lindbrook Capital, LLC	10.56K	Mar 31, 25	--	0.01%
Bremer Bank National Association	6.48K	Mar 31, 25	--	0.01%
Corrigan Financial, Inc.	--	Mar 31, 25	-10.09K	--
Cahill Wealth Management, LLC	--	Mar 31, 25	-1.92K	--
LAKE STREET ADVISORS GROUP, LLC	103.17K	Dec 31, 24	-28.18K	0.10%
Kades & Cheifetz LLC	3.52K	Dec 31, 24	+812	0.00%
Treynor Bancshares, Inc.	2.97K	Dec 31, 24	+6	0.00%
Buckingham Capital Management, Inc.	2.62K	Dec 31, 24	--	0.00%
Southern Style Financial, Inc.	2.35K	Dec 31, 24	+2.35K	0.00%
Tallon Kerry Patrick	2.17K	Dec 31, 24	+2.17K	0.00%
RAYMOND JAMES & ASSOCIATES	265.14K	Sep 30, 24	+8.02K	0.26%
Raymond James Financial Services Advisors, Inc.	227.52K	Sep 30, 24	+10.90K	0.23%
PRIO WEALTH LIMITED PARTNERSHIP	23.60K	Sep 30, 24	+140	0.02%
Pegasus Partners Ltd.	14.08K	Sep 30, 24	--	0.01%
RAYMOND JAMES TRUST N.A.	5.12K	Sep 30, 24	--	0.01%
CONCENTRIC WEALTH MANAGEMENT, LLC	4.06K	Sep 30, 24	+11	0.00%
Annapolis Financial Services, LLC	1.21K	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	459	Sep 30, 24	+459	0.00%
Carmichael Hill & Associates, Inc.	355	Sep 30, 24	+1	0.00%
New Potomac Partners, LLC	250	Sep 30, 24	+250	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	79.78K	Jun 30, 24	+6.65K	0.08%
Regis Acquisition Inc.	3.21K	Jun 30, 24	+430	0.00%
JANICZEK WEALTH MANAGEMENT, LLC	1.18K	Jun 30, 24	+168	0.00%
Rain Capital Management, LLC	829	Jun 30, 24	--	0.00%
Cetera Advisor Networks LLC	50.34K	Mar 31, 24	+398	0.05%
Cetera Advisors LLC	15.10K	Mar 31, 24	+6	0.01%
KEATING WEALTH MANAGEMENT LLC	12.09K	Mar 31, 24	+16	0.01%
Financial Advisory Group	4.80K	Mar 31, 24	--	0.00%
CAMBRIDGE TRUST CO	4.71K	Mar 31, 24	-95	0.00%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	25.91K	Dec 31, 23	-2.82K	0.03%
Bartlett & Co. LLC	18.88K	Dec 31, 23	+2.20K	0.02%
Rollins Financial	5.04K	Dec 31, 23	+5.04K	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	3.05K	Dec 31, 23	+3.05K	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	60	Dec 31, 23	--	0.00%
PATHSTONE FAMILY OFFICE, LLC	96.79K	Sep 30, 23	+47.85K	0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	81.80K	Sep 30, 23	-3.88K	0.08%
COLONY GROUP LLC	16.81K	Sep 30, 23	+780	0.02%
TIEDEMANN ADVISORS, LLC	7.73K	Sep 30, 23	+1.29K	0.01%
Windsor Group LTD	2.78K	Sep 30, 23	+30	0.00%
LEO BROKERAGE, LLC	673.00K	Jun 30, 23	-23.18K	0.67%
Veritable, L.P.	54.66K	Jun 30, 23	-100	0.05%
PFS INVESTMENTS INC.	42.46K	Jun 30, 23	-617	0.04%
Financial Architects, Inc	17.54K	Jun 30, 23	-225	0.02%
Kistler-Tiffany Companies, LLC	4.20K	Jun 30, 23	+3	0.00%
Vigilant Capital Management, LLC	624	Jun 30, 23	--	0.00%
BDO Wealth Advisors, LLC	465	Jun 30, 23	--	0.00%
Kalos Management, Inc.	--	Jun 30, 23	-22	--
Baldrige Asset Management LLC	19.47K	Mar 31, 23	+199	0.02%
Fullen Financial Group	3.64K	Mar 31, 23	+10	0.00%
Ahrens Investment Partners LLC	354	Mar 31, 23	+354	0.00%
YorkBridge Wealth Partners, LLC	3.38K	Dec 31, 22	--	0.00%
Sargent Bickham Lagudis LLC	1.46K	Dec 31, 22	+7	0.00%
CPWM, LLC	32.75K	Sep 30, 22	-8	0.03%
Radnor Financial Advisors, LLC	21.53K	Sep 30, 22	-208	0.02%
Wealthsimple Inc.	10.88K	Sep 30, 22	+2	0.01%
55I, LLC	8.46K	Sep 30, 22	+3.25K	0.01%
American Portfolios Advisors	5.97K	Sep 30, 22	-2.09K	0.01%
Ashfield Capital Partners, LLC	4.68K	Sep 30, 22	--	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	3.82K	Sep 30, 22	+3.82K	0.00%
Karp Capital Management Corp	3.69K	Sep 30, 22	--	0.00%
Jefferies Group LLC	3.69K	Sep 30, 22	+4	0.00%
American Research & Management Co.	300	Sep 30, 22	--	0.00%
ACG Wealth	--	Sep 30, 22	-800	--
Intersect Capital LLC	18.24K	Jun 30, 22	-200	0.02%
Pinnacle Private Wealth, LLC	4.04K	Jun 30, 22	+849	0.00%
ELM ADVISORS, LLC	12.68K	Mar 31, 22	--	0.01%
Lenox Wealth Advisors, LLC	854	Mar 31, 22	+1	0.00%
KINGS POINT CAPITAL MANAGEMENT	201	Mar 31, 22	+201	0.00%
People's United Financial, Inc.	--	Mar 31, 22	-3.46K	--
Crescent Capital Consulting, LLC	71.49K	Dec 31, 21	+7.00K	0.07%
Emery Howard Portfolio Management, Inc.	10.63K	Dec 31, 21	-196	0.01%
NEXT Financial Group, Inc	400	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	305	Dec 31, 21	--	0.00%
Brouwer & Janachowski, LLC	59.83K	Sep 30, 21	+435	0.06%
BINGHAM OSBORN & SCARBOROUGH LLC	10.26K	Sep 30, 21	+547	0.01%
Cardinal Point Wealth Management LLC	2.73K	Sep 30, 21	+2.73K	0.00%
Strategic Wealth Management Group, LLC	7.49K	Jun 30, 21	--	0.01%
FormulaFolio Investments, LLC	1.92K	Jun 30, 21	+5	0.00%
Wealthsimple US, Ltd.	331.05K	Mar 31, 21	-7.03K	0.33%
Stearns Financial Services Group	175	Sep 30, 20	+140	0.00%
Watson Rebecca	--	Sep 30, 20	-2.41K	--
IBERIABANK CORP	35.17K	Jun 30, 20	+4.95K	0.03%
TRUEWEALTH LLC	3.75K	Jun 30, 20	+3.75K	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	9.14K	Dec 31, 19	+5.94K	0.01%
Advisor Group, Inc.	4.55K	Dec 31, 19	+1.50K	0.00%
Steinberg Global Asset Management	6.43K	Mar 31, 19	--	0.01%

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Holder

Date

Change

% Held

VANGUARD ADVISERS INC

3.70M

Mar 31, 26

+3.70M

3.66%

Wealthfront Advisers LLC

1.79M

Mar 31, 26

+214.53K

1.77%

MORGAN STANLEY

1.68M

Mar 31, 26

-387

1.66%

Creative Planning

1.46M

Mar 31, 26

+113.38K

1.44%

VISA FOUNDATION

1.17M

Mar 31, 26

1.16%

Leo Wealth, LLC

692.53K

Mar 31, 26

-1.64K

0.68%

RAYMOND JAMES FINANCIAL INC

664.58K

Mar 31, 26

+3.00K

0.66%

Verde Capital Management

607.14K

Mar 31, 26

-1.26K

0.60%

Betterment LLC

605.05K

Mar 31, 26

+71.37K

0.60%

BANK OF AMERICA CORP /DE/

577.77K

Mar 31, 26

+12.37K

0.57%

Stanich Group LLC

527.62K

Mar 31, 26

+19.50K

0.52%

IMPACTfolio, LLC

499.73K

Mar 31, 26

-10.96K

0.49%

ROYAL BANK OF CANADA

459.25K

Mar 31, 26

+3.19K

0.45%

Baird Financial Group, Inc.

428.72K

Mar 31, 26

+14.94K

0.42%

Apella Capital, LLC

413.71K

Mar 31, 26

+169.13K

0.41%

SCS Capital Management LLC

390.53K

Mar 31, 26

-2.32K

0.39%

Crewe Advisors LLC

364.58K

Mar 31, 26

+42.17K

0.36%

Facet Wealth, Inc.

359.35K

Mar 31, 26

-13.81K

0.36%

Platt Investment Counsel, LLC

347.21K

Mar 31, 26

-54.78K

0.34%

Sellwood Consulting LLC

335.41K

Mar 31, 26

+11.29K

0.33%

MATHER GROUP, LLC.

290.40K

Mar 31, 26

+5.84K

0.29%

IMA Wealth, Inc.

272.95K

Mar 31, 26

-30

0.27%

JONES FINANCIAL COMPANIES LLLP

265.79K

Mar 31, 26

+36.74K

0.26%

LPL Financial LLC

260.52K

Mar 31, 26

+2.60K

0.26%

UBS Group AG

257.10K

Mar 31, 26

-8.41K

0.25%

AMERIPRISE FINANCIAL INC

255.10K

Mar 31, 26

-4.36K

0.25%

GOLDMAN SACHS GROUP INC

246.66K

Mar 31, 26

-57.34K

0.24%

FRANKLIN RESOURCES INC

243.18K

Mar 31, 26

-1.60K

0.24%

ENVESTNET ASSET MANAGEMENT INC

240.78K

Mar 31, 26

+57.42K

0.24%

Garde Capital, Inc.

237.75K

Mar 31, 26

+6.04K

0.24%

Hanson & Doremus Investment Management

227.85K

Mar 31, 26

+11.44K

0.23%

Cerity Partners LLC

227.10K

Mar 31, 26

-579

0.22%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

212.73K

Mar 31, 26

+12.61K

0.21%

Cedar Wealth Management, LLC

202.27K

Mar 31, 26

-93

0.20%

BANK OF MONTREAL /CAN/

190.19K

Mar 31, 26

+693

0.19%

Angeles Investment Advisors, LLC

186.64K

Mar 31, 26

+13.77K

0.18%

Financial Network Wealth Management LLC

185.26K

Mar 31, 26

-571

0.18%

Gemmer Asset Management LLC

183.63K

Mar 31, 26

+5.82K

0.18%

Mariner, LLC

178.32K

Mar 31, 26

+28.98K

0.18%

Mill Creek Capital Advisors, LLC

173.35K

Mar 31, 26

+10.23K

0.17%

TCG Advisory Services, LLC

171.09K

Mar 31, 26

+281

0.17%

Financial Connections Group, Inc.

166.59K

Mar 31, 26

-8.11K

0.16%

Adviser Investments LLC

163.90K

Mar 31, 26

+7.39K

0.16%

HighTower Advisors, LLC

163.41K

Mar 31, 26

-10.45K

0.16%

REGATTA CAPITAL GROUP, LLC

160.40K

Mar 31, 26

+8.33K

0.16%

LifeGuide Financial Advisors, LLC

155.65K

Mar 31, 26

+7.84K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

153.34K

Mar 31, 26

-5.29K

0.15%

Human Investing LLC

151.47K

Mar 31, 26

+5.57K

0.15%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

148.10K

Mar 31, 26

+483

0.15%

Orgel Wealth Management, LLC

138.13K

Mar 31, 26

+10.25K

0.14%

Colony Group, LLC

136.32K

Mar 31, 26

+4.55K

0.13%

Caprock Group, LLC

135.90K

Mar 31, 26

-16.66K

0.13%

Diversified Portfolios, Inc.

130.51K

Mar 31, 26

+4.91K

0.13%

Beacon Pointe Advisors, LLC

123.31K

Mar 31, 26

+32.17K

0.12%

Miracle Mile Advisors, LLC

120.79K

Mar 31, 26

-2.13K

0.12%

Cambridge Investment Research Advisors, Inc.

114.35K

Mar 31, 26

+2.58K

0.11%

One Day In July LLC

111.75K

Mar 31, 26

+6.22K

0.11%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

106.69K

Mar 31, 26

+3.39K

0.11%

CARY STREET PARTNERS FINANCIAL LLC

103.43K

Mar 31, 26

0.10%

Farrell Financial LLC

98.72K

Mar 31, 26

-1.20K

0.10%

Cresset Asset Management, LLC

92.96K

Mar 31, 26

+738

0.09%

Prime Buchholz LLC

92.67K

Mar 31, 26

-80.77K

0.09%

AMG National Trust Bank

87.27K

Mar 31, 26

+5.18K

0.09%

BLAIR WILLIAM & CO/IL

83.12K

Mar 31, 26

+2.97K

0.08%

Pathstone Holdings, LLC

81.23K

Mar 31, 26

0.08%

Boston Standard Wealth Management, LLC

79.17K

Mar 31, 26

+47

0.08%

MERCER GLOBAL ADVISORS INC /ADV

78.75K

Mar 31, 26

+1.88K

0.08%

TWIN FOCUS CAPITAL PARTNERS, LLC

77.09K

Mar 31, 26

-4.29K

0.08%

WELLS FARGO & COMPANY/MN

74.58K

Mar 31, 26

-7.49K

0.07%

ST GERMAIN D J CO INC

71.25K

Mar 31, 26

+1.75K

0.07%

Relyea Zuckerberg Hanson LLC

69.15K

Mar 31, 26

-311

0.07%

New Covenant Trust Company, N.A.

68.57K

Mar 31, 26

+2.34K

0.07%

EVOKE WEALTH, LLC

66.70K

Mar 31, 26

+46

0.07%

ADVISOR GROUP HOLDINGS, INC.

65.17K

Mar 31, 26

-6.38K

0.06%

JPMORGAN CHASE & CO

63.87K

Mar 31, 26

-9.87K

0.06%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

63.62K

Mar 31, 26

+172

0.06%

Bank of New York Mellon Corp

61.50K

Mar 31, 26

+14.03K

0.06%

Cetera Investment Advisers

60.63K

Mar 31, 26

+633

0.06%

BSW Wealth Partners

59.60K

Mar 31, 26

-502

0.06%

Financial Engines Advisors L.L.C.

59.17K

Mar 31, 26

+3.13K

0.06%

LIBRA WEALTH LLC

53.52K

Mar 31, 26

+392

0.05%

Paragon Capital Management Ltd

52.61K

Mar 31, 26

+7.87K

0.05%

Charter Oak Capital Management, LLC

52.58K

Mar 31, 26

-395

0.05%

BARTLETT & CO. WEALTH MANAGEMENT LLC

51.10K

Mar 31, 26

+18.39K

0.05%

EQ LLC

50.32K

Mar 31, 26

-3.75K

0.05%

Atlas Legacy Advisors, LLC

47.59K

Mar 31, 26

+388

0.05%

D.A. DAVIDSON & CO.

47.21K

Mar 31, 26

-979

0.05%

US BANCORP \DE\

46.70K

Mar 31, 26

-295

0.05%

Palisades Hudson Asset Management, L.P.

46.65K

Mar 31, 26

+5.51K

0.05%

White Lighthouse Investment Management Inc.

46.63K

Mar 31, 26

+1.33K

0.05%

BRANDYWINE OAK PRIVATE WEALTH LLC

46.49K

Mar 31, 26

+1.18K

0.05%

Banco Santander, S.A.

43.50K

Mar 31, 26

+6.20K

0.04%

Atlantic Private Wealth, LLC

43.09K

Mar 31, 26

+662

0.04%

CI Private Wealth, LLC

39.12K

Mar 31, 26

+1.52K

0.04%

Soundwatch Capital LLC

39.10K

Mar 31, 26

+489

0.04%

GOULD ASSET MANAGEMENT LLC /CA/

38.91K

Mar 31, 26

+1.35K

0.04%

Freestone Capital Holdings, LLC

38.45K

Mar 31, 26

-916

0.04%

Sageworth Trust Co

37.61K

Mar 31, 26

+2.04K

0.04%

PFG Investments, LLC

36.98K

Mar 31, 26

+88

0.04%

HARBOUR INVESTMENTS, INC.

36.78K

Mar 31, 26

+4.42K

0.04%

New England Private Wealth Advisors LLC

36.50K

Mar 31, 26

+2.08K

0.04%

Ashford Advisors, LLC

35.90K

Mar 31, 26

-134.35K

0.04%

Farther Finance Advisors, LLC

35.83K

Mar 31, 26

+547

0.04%

Stonehearth Capital Management, LLC

35.63K

Mar 31, 26

-654

0.04%

Brooklyn FI, LLC

35.30K

Mar 31, 26

-266

0.03%

McClarren Financial Advisors, Inc.

34.35K

Mar 31, 26

+25.84K

0.03%

FIRST HORIZON CORP

33.94K

Mar 31, 26

0.03%

Private Advisor Group, LLC

33.70K

Mar 31, 26

+1.50K

0.03%

MML INVESTORS SERVICES, LLC

33.13K

Mar 31, 26

-750

0.03%

CHOREO, LLC

32.84K

Mar 31, 26

+3.39K

0.03%

Lido Advisors, LLC

32.79K

Mar 31, 26

-745

0.03%

RETIREMENT CAPITAL STRATEGIES

32.30K

Mar 31, 26

-490

0.03%

Well Done, LLC

32.25K

Mar 31, 26

-69

0.03%

Koshinski Asset Management, Inc.

31.64K

Mar 31, 26

-100

0.03%

Ballentine Partners, LLC

30.31K

Mar 31, 26

-1

0.03%

Trademark Financial Management, LLC

30.13K

Mar 31, 26

-266

0.03%

Valmark Advisers, Inc.

29.98K

Mar 31, 26

+1.51K

0.03%

Vanguard National Trust Co

29.93K

Mar 31, 26

+29.93K

0.03%

Mallini Complete Financial Planning LLC

29.38K

Mar 31, 26

+1.93K

0.03%

Haverford Trust Co

29.30K

Mar 31, 26

+337

0.03%

WHITTIER TRUST CO

28.59K

Mar 31, 26

-21

0.03%

Modera Wealth Management, LLC

28.11K

Mar 31, 26

-954

0.03%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

27.04K

Mar 31, 26

-916

0.03%

Affinity Capital Advisors, LLC

26.88K

Mar 31, 26

-319

0.03%

PENNINGTON PARTNERS & CO., LLC

26.07K

Mar 31, 26

-19.61K

0.03%

Westfuller Advisors, LLC

25.86K

Mar 31, 26

-22.16K

0.03%

FMR LLC

25.39K

Mar 31, 26

+2.23K

0.03%

STIFEL FINANCIAL CORP

25.20K

Mar 31, 26

+634

0.02%

Topel & Distasi Wealth Management, LLC

25.20K

Mar 31, 26

-1.54K

0.02%

CGN Advisors LLC

25.15K

Mar 31, 26

+1.58K

0.02%

Wealth Group Ltd

25.12K

Mar 31, 26

+973

0.02%

NewEdge Advisors, LLC

24.99K

Mar 31, 26

-6.26K

0.02%

FIDUCIARY TRUST CO

24.88K

Mar 31, 26

-63

0.02%

MISSION WEALTH MANAGEMENT, LP

24.83K

Mar 31, 26

-7.90K

0.02%

Sequoia Financial Advisors, LLC

24.66K

Mar 31, 26

+74

0.02%

DAVIS R M INC

24.18K

Mar 31, 26

-457

0.02%

Strategic Point Investment Advisors, LLC

23.71K

Mar 31, 26

-450

0.02%

Fingerlakes Wealth Management, Inc.

22.66K

Mar 31, 26

+763

0.02%

Armbruster Capital Management, Inc.

22.49K

Mar 31, 26

+99

0.02%

EP Wealth Advisors, LLC

22.19K

Mar 31, 26

-2.55K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

22.06K

Mar 31, 26

-5.09K

0.02%

PROFFITT & GOODSON INC

21.87K

Mar 31, 26

+981

0.02%

Strategic Financial Planning, Inc.

21.24K

Mar 31, 26

+21.24K

0.02%

Perigon Wealth Management, LLC

20.82K

Mar 31, 26

+12

0.02%

Clarity Asset Management, Inc.

20.54K

Mar 31, 26

-164.61K

0.02%

MAYPORT, LLC

20.33K

Mar 31, 26

0.02%

TRUIST FINANCIAL CORP

20.19K

Mar 31, 26

+514

0.02%

NORTHERN TRUST CORP

20.00K

Mar 31, 26

0.02%

NewEdge Wealth, LLC

19.62K

Mar 31, 26

0.02%

Bell Investment Advisors, Inc

19.52K

Mar 31, 26

+1.55K

0.02%

Laurel Wealth Planning LLC

19.38K

Mar 31, 26

0.02%

Glenview Trust Co

19.30K

Mar 31, 26

+845

0.02%

Summit Wealth Group, LLC

19.19K

Mar 31, 26

-622

0.02%

WEBSTER BANK, N. A.

18.90K

Mar 31, 26

0.02%

West Financial Advisors, LLC

18.66K

Mar 31, 26

-58

0.02%

Wedmont Private Capital

18.57K

Mar 31, 26

-593

0.02%

EQUITABLE TRUST CO

18.53K

Mar 31, 26

0.02%

CITIGROUP INC

17.89K

Mar 31, 26

+11.64K

0.02%

WHITTIER TRUST CO OF NEVADA INC

17.56K

Mar 31, 26

0.02%

Tortoise Investment Management, LLC

17.53K

Mar 31, 26

+628

0.02%

Arjuna Capital

17.48K

Mar 31, 26

+120

0.02%

Addison Advisors LLC

17.44K

Mar 31, 26

-35

0.02%

Parallel Advisors, LLC

17.35K

Mar 31, 26

-17.03K

0.02%

Cornerstone Wealth Management, LLC

17.09K

Mar 31, 26

-804

0.02%

SAPIENT CAPITAL LLC

17.09K

Mar 31, 26

-7.46K

0.02%

Skyline Advisors, Inc.

16.42K

Mar 31, 26

-92

0.02%

WealthCollab, LLC

16.38K

Mar 31, 26

+127

0.02%

Northland Capital Management LLC

16.35K

Mar 31, 26

-168

0.02%

Mesirow Financial Investment Management, Inc.

16.23K

Mar 31, 26

+6.68K

0.02%

EVERETT HARRIS & CO /CA/

16.00K

Mar 31, 26

0.02%

Farnam Financial LLC

15.62K

Mar 31, 26

-1.10K

0.02%

UMB Bank, n.a.

15.56K

Mar 31, 26

0.02%

Neuberger Berman Group LLC

15.42K

Mar 31, 26

-40.51K

0.02%

BRYN MAWR TRUST Co

15.37K

Mar 31, 26

0.02%

BROWN ADVISORY INC

15.31K

Mar 31, 26

+252

0.02%

Robertson Stephens Wealth Management, LLC

15.12K

Mar 31, 26

-533

0.01%

Silver Oak Advisory Group, Inc.

15.03K

Mar 31, 26

+1.54K

0.01%

M&T BANK CORP

14.97K

Mar 31, 26

0.01%

Wingate Wealth Advisors, Inc.

14.55K

Mar 31, 26

+38

0.01%

Smithfield Trust Co

14.49K

Mar 31, 26

+99

0.01%

Johnson Bixby & Associates, LLC

14.45K

Mar 31, 26

-1.48K

0.01%

Sanctuary Advisors, LLC

14.31K

Mar 31, 26

+183

0.01%

Merit Financial Group, LLC

14.16K

Mar 31, 26

-3.66K

0.01%

BAILARD, INC.

14.16K

Mar 31, 26

+1.52K

0.01%

Savant Capital, LLC

14.15K

Mar 31, 26

+4.40K

0.01%

Values Added Financial LLC

14.12K

Mar 31, 26

0.01%

Scott Capital Advisors, LLC

14.03K

Mar 31, 26

+924

0.01%

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

13.97K

Mar 31, 26

+235

0.01%

Rock Point Advisors, LLC

13.77K

Mar 31, 26

+565

0.01%

Vermillion & White Wealth Management Group, LLC

13.76K

Mar 31, 26

-52

0.01%

Weil Company, Inc.

13.74K

Mar 31, 26

0.01%

Selective Wealth Management, Inc.

13.59K

Mar 31, 26

+96

0.01%

CWM, LLC

13.49K

Mar 31, 26

+167

0.01%

Joel Isaacson & Co., LLC

13.12K

Mar 31, 26

+295

0.01%

Shepherd Financial Partners LLC

12.93K

Mar 31, 26

0.01%

Ervin Investment Management, LLC

12.83K

Mar 31, 26

+957

0.01%

Clearstead Advisors, LLC

12.71K

Mar 31, 26

+11.77K

0.01%

Snowden Capital Advisors LLC

12.61K

Mar 31, 26

-116

0.01%

McLean Asset Management Corp

12.59K

Mar 31, 26

+1.39K

0.01%

Fifth Third Wealth Advisors LLC

12.58K

Mar 31, 26

0.01%

Towerpoint Wealth, LLC

12.54K

Mar 31, 26

-59

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

12.39K

Mar 31, 26

-54

0.01%

Pine Harbor Wealth Management, LLC

12.37K

Mar 31, 26

-15

0.01%

MARINO, STRAM & ASSOCIATES LLC

12.36K

Mar 31, 26

-98

0.01%

OKABENA INVESTMENT SERVICES INC

12.25K

Mar 31, 26

+4.65K

0.01%

BEACON FINANCIAL PLANNING, INC

12.25K

Mar 31, 26

+32

0.01%

Federation des caisses Desjardins du Quebec

12.08K

Mar 31, 26

+633

0.01%

Atomi Financial Group, Inc.

11.78K

Mar 31, 26

-795

0.01%

Arbor Investment Advisors, LLC

11.42K

Mar 31, 26

+210

0.01%

Balanced Rock Investment Advisor

11.42K

Mar 31, 26

+267

0.01%

M Holdings Securities, Inc.

11.35K

Mar 31, 26

+17

0.01%

Bell Bank

11.24K

Mar 31, 26

+5.99K

0.01%

NOVARE CAPITAL MANAGEMENT LLC

11.15K

Mar 31, 26

-128

0.01%

Chemistry Wealth Management LLC

10.83K

Mar 31, 26

0.01%

CAHILL FINANCIAL ADVISORS INC

10.80K

Mar 31, 26

-450

0.01%

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

10.80K

Mar 31, 26

+90

0.01%

Buckingham Strategic Partners

10.46K

Mar 31, 26

-358

0.01%

Brickley Wealth Management

10.41K

Mar 31, 26

-462

0.01%

Joel Adams & Associates, Inc.

10.20K

Mar 31, 26

+945

0.01%

PENOBSCOT WEALTH MANAGEMENT

10.09K

Mar 31, 26

+1.45K

0.01%

Larson Financial Group LLC

10.03K

Mar 31, 26

-811

0.01%

Stratos Wealth Partners, LTD.

9.85K

Mar 31, 26

+1.16K

0.01%

Bragg Financial Advisors, Inc

9.81K

Mar 31, 26

+337

0.01%

Allworth Financial LP

9.76K

Mar 31, 26

+1.58K

0.01%

SEEDS INVESTOR LLC

9.73K

Mar 31, 26

0.01%

Jefferies Financial Group Inc.

9.66K

Mar 31, 26

-153

0.01%

Fortress Financial Solutions, LLC

9.61K

Mar 31, 26

+435

0.01%

BlackRock, Inc.

9.51K

Mar 31, 26

+9.02K

0.01%

Pensionmark Financial Group, LLC

9.44K

Mar 31, 26

-7

0.01%

FORVIS Wealth Advisors, LLC

9.44K

Mar 31, 26

0.01%

GGM Financials LLC

9.43K

Mar 31, 26

+9.43K

0.01%

Central Pacific Bank - Trust Division

9.41K

Mar 31, 26

0.01%

Waverly Advisors, LLC

9.39K

Mar 31, 26

-1.10K

0.01%

MAI Capital Management

9.37K

Mar 31, 26

+537

0.01%

Family CFO Inc

9.36K

Mar 31, 26

0.01%

ANB BANK

9.33K

Mar 31, 26

-523

0.01%

WEDBUSH SECURITIES INC

9.27K

Mar 31, 26

-781

0.01%

Wealthspire Advisors, LLC

9.25K

Mar 31, 26

+337

0.01%

Greenspring Advisors, LLC

9.13K

Mar 31, 26

0.01%

PFG Advisors

9.04K

Mar 31, 26

-128

0.01%

IFG Advisors, LLC

9.00K

Mar 31, 26

+3.02K

0.01%

Sageworth Trust Co of South Dakota

8.94K

Mar 31, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

8.92K

Mar 31, 26

-308

0.01%

SFM, LLC

8.89K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

8.87K

Mar 31, 26

+186

0.01%

AQR CAPITAL MANAGEMENT LLC

8.86K

Mar 31, 26

-83

0.01%

ZEVIN ASSET MANAGEMENT LLC

8.83K

Mar 31, 26

+870

0.01%

PRESILIUM PRIVATE WEALTH, LLC

8.77K

Mar 31, 26

+389

0.01%

My Personal CFO, LLC

8.70K

Mar 31, 26

-602

0.01%

LANDAAS & CO /WI /ADV

8.62K

Mar 31, 26

-86

0.01%

TRUEFG, LLC

8.42K

Mar 31, 26

-199

0.01%

Passive Capital Management, LLC.

8.40K

Mar 31, 26

-118

0.01%

HBK Sorce Advisory LLC

8.38K

Mar 31, 26

+37

0.01%

Janney Montgomery Scott LLC

8.36K

Mar 31, 26

-1.13K

0.01%

Sage Advisory Services, Ltd.Co.

8.30K

Mar 31, 26

+1.80K

0.01%

THOMPSON DAVIS & CO., INC.

8.12K

Mar 31, 26

0.01%

Kestra Advisory Services, LLC

8.08K

Mar 31, 26

-1.57K

0.01%

Skopos Labs, Inc.

7.96K

Mar 31, 26

-1.02K

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

7.91K

Mar 31, 26

-222

0.01%

CITIZENS FINANCIAL GROUP INC/RI

7.91K

Mar 31, 26

-245

0.01%

CJM Wealth Advisers, Ltd.

7.86K

Mar 31, 26

0.01%

Midwest Trust Co

7.83K

Mar 31, 26

0.01%

Cherry Tree Wealth Management, LLC

7.80K

Mar 31, 26

-67

0.01%

Tradition Wealth Management, LLC

7.71K

Mar 31, 26

+56

0.01%

GOLDEN ROAD ADVISORS LLC

7.68K

Mar 31, 26

+169

0.01%

Van Hulzen Asset Management, LLC

7.61K

Mar 31, 26

+3.91K

0.01%

Rockbridge Investment Management, LCC

7.59K

Mar 31, 26

+43

0.01%

CM WEALTH ADVISORS LLC

7.55K

Mar 31, 26

0.01%

CHERRYDALE WEALTH MANAGEMENT, LLC

7.53K

Mar 31, 26

+19

0.01%

COZAD ASSET MANAGEMENT INC

7.51K

Mar 31, 26

0.01%

Csenge Advisory Group

7.36K

Mar 31, 26

+19

0.01%

PECAUT & CO.

7.35K

Mar 31, 26

-1.05K

0.01%

May Hill Capital, LLC

7.31K

Mar 31, 26

-1.02K

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

7.25K

Mar 31, 26

+307

0.01%

Milestone Investment Advisors LLC

7.24K

Mar 31, 26

+206

0.01%

Dynamic Advisor Solutions LLC

7.16K

Mar 31, 26

0.01%

Equitable Holdings, Inc.

7.13K

Mar 31, 26

-619

0.01%

Truepoint, Inc.

7.10K

Mar 31, 26

+37

0.01%

Cartesian Growth Corp

7.08K

Mar 31, 26

0.01%

Empower Advisory Group, LLC

7.06K

Mar 31, 26

-183

0.01%

Millstone Evans Group, LLC

7.02K

Mar 31, 26

+2.26K

0.01%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

6.95K

Mar 31, 26

0.01%

AAF Wealth Management, LLC

6.80K

Mar 31, 26

+6.80K

0.01%

CURIO WEALTH, LLC

6.80K

Mar 31, 26

0.01%

BRADLEY FOSTER & SARGENT INC/CT

6.77K

Mar 31, 26

-1.25K

0.01%

Abacus Planning Group, Inc.

6.71K

Mar 31, 26

+602

0.01%

TPG Financial Advisors, LLC

6.67K

Mar 31, 26

-612

0.01%

Weinberger Asset Management, Inc

6.61K

Mar 31, 26

+3.27K

0.01%

Avantax Planning Partners, Inc.

6.58K

Mar 31, 26

0.01%

Princeton Global Asset Management LLC

6.55K

Mar 31, 26

+417

0.01%

Symmetry Partners, LLC

6.28K

Mar 31, 26

-62

0.01%

Black Diamond Financial, LLC

6.12K

Mar 31, 26

-654

0.01%

Compass Ion Advisors, LLC

6.07K

Mar 31, 26

-270

0.01%

ETF Portfolio Partners, Inc.

6.02K

Mar 31, 26

+45

0.01%

GenTrust, LLC

6.02K

Mar 31, 26

-5.78K

0.01%

LexAurum Advisors, LLC

5.96K

Mar 31, 26

+5.96K

0.01%

Firestone Capital Management

5.93K

Mar 31, 26

+16

0.01%

Ameritas Investment Partners, Inc.

5.91K

Mar 31, 26

+204

0.01%

Financial Alternatives, Inc

5.91K

Mar 31, 26

+19

0.01%

KMG FIDUCIARY PARTNERS, LLC

5.90K

Mar 31, 26

0.01%

Badgley Phelps Wealth Managers, LLC

5.88K

Mar 31, 26

-77

0.01%

Peirce Capital Management, LLC

5.88K

Mar 31, 26

0.01%

FRG Family Wealth Advisors LLC

5.88K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

5.80K

Mar 31, 26

+1.09K

0.01%

CLUNE & ASSOCIATES, LTD.

5.80K

Mar 31, 26

+2.51K

0.01%

Ameraudi Asset Management, Inc.

5.79K

Mar 31, 26

0.01%

Capstone Financial Advisors, Inc.

5.77K

Mar 31, 26

+174

0.01%

Quantum Financial Planning Services, Inc.

5.75K

Mar 31, 26

+180

0.01%

JNBA Financial Advisors

5.62K

Mar 31, 26

-1.68K

0.01%

Coston, McIsaac & Partners

5.61K

Mar 31, 26

-492

0.01%

NORTHEAST INVESTMENT MANAGEMENT

5.56K

Mar 31, 26

+73

0.01%

Vickerman Investment Advisors, Inc.

5.54K

Mar 31, 26

-1.46K

0.01%

Destination Wealth Management

5.50K

Mar 31, 26

-175

0.01%

Gordian Advisors LLC

5.50K

Mar 31, 26

+886

0.01%

Sherman Asset Management, Inc.

5.48K

Mar 31, 26

+25

0.01%

Cascade Investment Advisors, Inc.

5.40K

Mar 31, 26

-244

0.01%

Ashton Thomas Private Wealth, LLC

5.34K

Mar 31, 26

+52

0.01%

Keystone Financial Group

5.33K

Mar 31, 26

0.01%

TD Waterhouse Canada Inc.

5.29K

Mar 31, 26

+1.17K

0.01%

Confluence Wealth Services, Inc.

5.29K

Mar 31, 26

+445

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

5.24K

Mar 31, 26

+5.24K

0.01%

Focus Financial Network, Inc.

5.18K

Mar 31, 26

-509

0.01%

Chicago Partners Investment Group LLC

5.13K

Mar 31, 26

0.01%

PDS Planning, Inc

5.09K

Mar 31, 26

+270

0.01%

APPLETON PARTNERS INC/MA

5.05K

Mar 31, 26

-5

0.00%

Russell Investments Group, Ltd.

5.05K

Mar 31, 26

+4.94K

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

5.00K

Mar 31, 26

-126

0.00%

Rossmore Private Capital

5.00K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

5.00K

Mar 31, 26

-2

0.00%

ALBION FINANCIAL GROUP /UT

4.96K

Mar 31, 26

+3.19K

0.00%

Capital Investment Advisors, LLC

4.92K

Mar 31, 26

0.00%

Ellevest, Inc.

4.91K

Mar 31, 26

+24

0.00%

RAM Investment Partners, LLC

4.88K

Mar 31, 26

0.00%

Rockefeller Capital Management L.P.

4.88K

Mar 31, 26

+2.02K

0.00%

MONEY CONCEPTS CAPITAL CORP

4.84K

Mar 31, 26

0.00%

Rehmann Capital Advisory Group

4.81K

Mar 31, 26

+1.38K

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.78K

Mar 31, 26

0.00%

FIRST HAWAIIAN BANK

4.75K

Mar 31, 26

-35.02K

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

4.70K

Mar 31, 26

+626

0.00%

Per Stirling Capital Management, LLC.

4.69K

Mar 31, 26

+983

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

4.67K

Mar 31, 26

-10

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

4.65K

Mar 31, 26

-157

0.00%

VSM Wealth Advisory, LLC

4.57K

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

4.57K

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

4.54K

Mar 31, 26

-36

0.00%

Sonoma Private Wealth LLC

4.50K

Mar 31, 26

+1.99K

0.00%

LRI Investments, LLC

4.49K

Mar 31, 26

+40

0.00%

Sanibel Captiva Trust Company, Inc.

4.45K

Mar 31, 26

0.00%

Sterling Wealth Management, Inc.

4.43K

Mar 31, 26

-388

0.00%

Pinnacle Financial Group, LLC / IL

4.42K

Mar 31, 26

-54

0.00%

Level Financial Advisors, Inc.

4.22K

Mar 31, 26

0.00%

Acropolis Investment Management, LLC

4.22K

Mar 31, 26

+1.05K

0.00%

Physician Wealth Advisors, Inc.

4.18K

Mar 31, 26

-476

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

4.17K

Mar 31, 26

-412

0.00%

ARMSTRONG ADVISORY GROUP, INC

4.15K

Mar 31, 26

+35

0.00%

WNY Asset Management, LLC

4.09K

Mar 31, 26

+4.09K

0.00%

Zhang Financial LLC

4.08K

Mar 31, 26

0.00%

COREPATH WEALTH PARTNERS LLC

4.07K

Mar 31, 26

+277

0.00%

Wood Tarver Financial Group, LLC

4.00K

Mar 31, 26

-458

0.00%

Advisory Services Network, LLC

3.99K

Mar 31, 26

+25

0.00%

Wealth Management Strategies, Inc.

3.98K

Mar 31, 26

+102

0.00%

Aspen Capital Management, LLC

3.95K

Mar 31, 26

+10

0.00%

Ally Invest Advisors Inc.

3.94K

Mar 31, 26

+229

0.00%

NWF Advisory Services Inc.

3.87K

Mar 31, 26

+225

0.00%

Sulzberger Capital Advisors, Inc.

3.86K

Mar 31, 26

0.00%

Mokosak Advisory Group, LLC

3.86K

Mar 31, 26

-50

0.00%

Gladstone Institutional Advisory LLC

3.85K

Mar 31, 26

+49

0.00%

CUTLER INVESTMENT COUNSEL LLC

3.85K

Mar 31, 26

+104

0.00%

Integrated Wealth Concepts LLC

3.85K

Mar 31, 26

+1.30K

0.00%

ACCESS FINANCIAL SERVICES, INC.

3.84K

Mar 31, 26

-66

0.00%

Bridgewater Advisors Inc.

3.82K

Mar 31, 26

-873

0.00%

Rollins Financial Advisors, LLC

3.71K

Mar 31, 26

-304

0.00%

Sentinus, LLC

3.65K

Mar 31, 26

-850

0.00%

Pinnacle Bancorp, Inc.

3.63K

Mar 31, 26

0.00%

Five Pine Wealth Management

3.61K

Mar 31, 26

0.00%

MSH Capital Advisors LLC

3.53K

Mar 31, 26

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

3.52K

Mar 31, 26

0.00%

Rice Partnership, LLC

3.52K

Mar 31, 26

+27

0.00%

HEADINVEST, LLC

3.49K

Mar 31, 26

+3.49K

0.00%

IBEX WEALTH ADVISORS

3.48K

Mar 31, 26

+3.48K

0.00%

Northeast Financial Group, Inc.

3.47K

Mar 31, 26

0.00%

Mengis Capital Management, Inc.

3.47K

Mar 31, 26

+260

0.00%

Aprio Wealth Management, LLC

3.46K

Mar 31, 26

-213

0.00%

Tribridge Partners Financial LLC

3.44K

Mar 31, 26

0.00%

Essential Planning, LLC.

3.44K

Mar 31, 26

-78

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

3.43K

Mar 31, 26

+138

0.00%

PINNACLE ASSOCIATES LTD

3.43K

Mar 31, 26

-148

0.00%

Five Oceans Advisors

3.42K

Mar 31, 26

0.00%

Panoramic Capital Partners, LLC

3.40K

Mar 31, 26

0.00%

Brio Consultants, LLC

3.38K

Mar 31, 26

+620

0.00%

Cornerstone Financial Group, LLC /NE/

3.36K

Mar 31, 26

0.00%

Stonehage Fleming Financial Services Holdings Ltd

3.33K

Mar 31, 26

0.00%

Quantum Financial Advisors, LLC

3.32K

Mar 31, 26

-34

0.00%

Legacy Capital Wealth Partners, LLC

3.32K

Mar 31, 26

0.00%

Antonelli Financial Advisors, LLC

3.30K

Mar 31, 26

+36

0.00%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

3.24K

Mar 31, 26

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

3.23K

Mar 31, 26

+3.23K

0.00%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

3.22K

Mar 31, 26

-5.71K

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

3.19K

Mar 31, 26

-300

0.00%

Parcion Private Wealth LLC

3.19K

Mar 31, 26

0.00%

Peregrine Asset Advisers, Inc.

3.19K

Mar 31, 26

+416

0.00%

Nemes Rush Group LLC

3.18K

Mar 31, 26

+1.03K

0.00%

Meridian Financial Partners LLC

3.16K

Mar 31, 26

+78

0.00%

Hilltop Holdings Inc.

3.16K

Mar 31, 26

0.00%

Principle Wealth Partners LLC

3.15K

Mar 31, 26

0.00%

Financial Futures Ltd Liability Co.

3.13K

Mar 31, 26

+52

0.00%

Legacy Private Trust Co.

3.13K

Mar 31, 26

0.00%

Mutual Advisors, LLC

3.10K

Mar 31, 26

-442

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

3.08K

Mar 31, 26

0.00%

Octavia Wealth Advisors, LLC

3.08K

Mar 31, 26

+667

0.00%

Valeo Financial Advisors, LLC

3.07K

Mar 31, 26

-1.51K

0.00%

AlphaCore Capital LLC

3.05K

Mar 31, 26

0.00%

Sandy Cove Advisors, LLC

3.02K

Mar 31, 26

0.00%

RTD Financial Advisors, Inc.

3.02K

Mar 31, 26

0.00%

NCM Capital Management, LLC

3.00K

Mar 31, 26

-341

0.00%

Pinnacle Wealth Management Advisory Group, LLC

2.99K

Mar 31, 26

0.00%

N.E.W. Advisory Services LLC

2.98K

Mar 31, 26

+74

0.00%

Cardinal Point Capital Management, ULC

2.96K

Mar 31, 26

0.00%

Continuum Advisory, LLC

2.94K

Mar 31, 26

0.00%

Belpointe Asset Management LLC

2.94K

Mar 31, 26

+2.94K

0.00%

Fortis Capital Advisors, LLC

2.94K

Mar 31, 26

+2.94K

0.00%

MCCARTER PRIVATE WEALTH SERVICES LLC

2.94K

Mar 31, 26

-1.67K

0.00%

AE Wealth Management LLC

2.90K

Mar 31, 26

+237

0.00%

Cornerstone Wealth Advisors, Inc.

2.90K

Mar 31, 26

0.00%

Blue Zone Wealth Advisors, LLC

2.88K

Mar 31, 26

0.00%

Fiera Capital Corp

2.86K

Mar 31, 26

0.00%

CFS Investment Advisory Services, LLC

2.86K

Mar 31, 26

-20

0.00%

Hurley Capital, LLC

2.83K

Mar 31, 26

0.00%

Ignite Planners, LLC

2.81K

Mar 31, 26

0.00%

Stonebridge Financial Planning Group, LLC

2.81K

Mar 31, 26

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

2.80K

Mar 31, 26

0.00%

Canopy Partners, LLC

2.80K

Mar 31, 26

+599

0.00%

Wolfstich Capital, LLC

2.79K

Mar 31, 26

-97

0.00%

Retirement Planning Group

2.76K

Mar 31, 26

+60

0.00%

Brookstone Capital Management

2.76K

Mar 31, 26

-3.30K

0.00%

PARK NATIONAL CORP /OH/

2.76K

Mar 31, 26

0.00%

NOTTINGHAM ADVISORS, INC.

2.75K

Mar 31, 26

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

2.74K

Mar 31, 26

-32

0.00%

CAPITAL MANAGEMENT CORP /VA

2.72K

Mar 31, 26

0.00%

Independent Advisor Alliance

2.71K

Mar 31, 26

+2.71K

0.00%

RB Capital Management, LLC

2.71K

Mar 31, 26

0.00%

FIRST MANHATTAN CO. LLC.

2.71K

Mar 31, 26

+25

0.00%

Y-Intercept (Hong Kong) Ltd

2.69K

Mar 31, 26

+2.69K

0.00%

Harbor Asset Planning, Inc.

2.69K

Mar 31, 26

-129

0.00%

Fort Sheridan Advisors LLC

2.68K

Mar 31, 26

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

2.68K

Mar 31, 26

0.00%

Plancorp, LLC

2.68K

Mar 31, 26

0.00%

BALDWIN BROTHERS LLC/MA

2.68K

Mar 31, 26

+2.68K

0.00%

Diversified Enterprises, LLC

2.66K

Mar 31, 26

0.00%

Sound View Wealth Advisors Group, LLC

2.65K

Mar 31, 26

-5

0.00%

TCI Wealth Advisors, Inc.

2.61K

Mar 31, 26

-4

0.00%

MANCHESTER FINANCIAL INC

2.60K

Mar 31, 26

+890

0.00%

RMB Capital Management, LLC

2.59K

Mar 31, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.58K

Mar 31, 26

0.00%

True Link Financial Advisors, LLC

2.50K

Mar 31, 26

0.00%

Prime Capital Investment Advisors, LLC

2.50K

Mar 31, 26

+221

0.00%

IEQ CAPITAL, LLC

2.50K

Mar 31, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

2.50K

Mar 31, 26

+62

0.00%

WARNER FINANCIAL, INC

2.50K

Mar 31, 26

+189

0.00%

Salus Financial Advisors, LLC

2.49K

Mar 31, 26

-425

0.00%

CARDIFF PARK ADVISORS, LLC

2.48K

Mar 31, 26

-49

0.00%

TRILLIUM ASSET MANAGEMENT, LLC

2.47K

Mar 31, 26

-300

0.00%

First National Advisers, LLC

2.46K

Mar 31, 26

+150

0.00%

Brinker Capital Investments, LLC

2.46K

Mar 31, 26

0.00%

BLUESTEM FINANCIAL ADVISORS, LLC

2.45K

Mar 31, 26

0.00%

MBE Wealth Management, LLC

2.45K

Mar 31, 26

0.00%

Round Rock Advisors, LLC

2.44K

Mar 31, 26

0.00%

FC Advisory LLC

2.42K

Mar 31, 26

0.00%

Quent Capital, LLC

2.42K

Mar 31, 26

-38

0.00%

EVERMAY WEALTH MANAGEMENT LLC

2.42K

Mar 31, 26

0.00%

Disciplined Investors, L.L.C.

2.40K

Mar 31, 26

+2.40K

0.00%

Everhart Financial Group, Inc.

2.40K

Mar 31, 26

-7

0.00%

Sowell Financial Services LLC

2.38K

Mar 31, 26

-67

0.00%

NATURAL INVESTMENTS, LLC

2.34K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

2.31K

Mar 31, 26

+1.92K

0.00%

AGF MANAGEMENT LTD

2.30K

Mar 31, 26

0.00%

Dakota Wealth Management

2.30K

Mar 31, 26

-1.45K

0.00%

B & T Capital Management DBA Alpha Capital Management

2.29K

Mar 31, 26

-1.60K

0.00%

Marks Group Wealth Management, Inc

2.29K

Mar 31, 26

+2.29K

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

2.28K

Mar 31, 26

0.00%

CIBC WORLD MARKET INC.

2.28K

Mar 31, 26

-124

0.00%

Whitegate Investment Counselors, Inc.

2.27K

Mar 31, 26

-100

0.00%

LongView Wealth Management

2.27K

Mar 31, 26

0.00%

Trek Financial, LLC

2.26K

Mar 31, 26

+107

0.00%

Abacus Wealth Partners, LLC

2.25K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

2.23K

Mar 31, 26

+133

0.00%

DeDora Capital, Inc.

2.22K

Mar 31, 26

0.00%

Schaeffer Financial LLC

2.21K

Mar 31, 26

0.00%

Martel Wealth Advisors Inc

2.20K

Mar 31, 26

0.00%

Dunhill Financial, LLC

2.19K

Mar 31, 26

-2.18K

0.00%

Ackerman Capital Advisors, LLC

2.18K

Mar 31, 26

0.00%

Apollon Wealth Management, LLC

2.18K

Mar 31, 26

-1.36K

0.00%

Nadler Financial Group, Inc.

2.17K

Mar 31, 26

+2.17K

0.00%

Tandem Financial, LLC

2.16K

Mar 31, 26

+2.16K

0.00%

North Star Investment Management Corp.

2.15K

Mar 31, 26

+195

0.00%

Reliant Wealth Planning

2.13K

Mar 31, 26

0.00%

Investment Advisory Group, LLC

2.10K

Mar 31, 26

+20

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

2.10K

Mar 31, 26

+46

0.00%

HM PAYSON & CO

2.08K

Mar 31, 26

0.00%

MEMBERS WEALTH LLC

2.03K

Mar 31, 26

0.00%

VestGen Advisors, LLC

2.02K

Mar 31, 26

0.00%

Vise Technologies, Inc.

2.01K

Mar 31, 26

0.00%

Fiduciary Alliance LLC

2.01K

Mar 31, 26

+26

0.00%

TRITONPOINT WEALTH, LLC

2.01K

Mar 31, 26

+2.01K

0.00%

NORRIS PERNE & FRENCH LLP/MI

2.01K

Mar 31, 26

-100

0.00%

Ledgewood Wealth Advisors, LLC

1.99K

Mar 31, 26

0.00%

Evergreen Wealth Solutions, LLC

1.99K

Mar 31, 26

+1.99K

0.00%

OXFORD FINANCIAL GROUP LTD

1.98K

Mar 31, 26

0.00%

Level Wealth Management LLC

1.98K

Mar 31, 26

0.00%

Legacy Financial Advisors, Inc.

1.97K

Mar 31, 26

-1.46K

0.00%

Carr Financial Group Corp

1.96K

Mar 31, 26

+1.96K

0.00%

NWAM LLC

1.96K

Mar 31, 26

+43

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

1.96K

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

1.95K

Mar 31, 26

+1.46K

0.00%

Cornerstone Advisory, LLC

1.93K

Mar 31, 26

-84

0.00%

DAVENPORT & Co LLC

1.92K

Mar 31, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.92K

Mar 31, 26

+532

0.00%

CONTINUUM WEALTH ADVISORS, LLC

1.89K

Mar 31, 26

0.00%

Bouchey Financial Group Ltd

1.87K

Mar 31, 26

0.00%

Vawter Financial, Ltd.

1.86K

Mar 31, 26

0.00%

Jacobsen Capital Management

1.85K

Mar 31, 26

+148

0.00%

Momentous Wealth Management, Inc.

1.84K

Mar 31, 26

0.00%

Concurrent Investment Advisors, LLC

1.82K

Mar 31, 26

+24

0.00%

OFC FINANCIAL PLANNING, LLC

1.82K

Mar 31, 26

0.00%

Coastal Bridge Advisors, LLC

1.80K

Mar 31, 26

-70

0.00%

AVAII WEALTH MANAGEMENT, LLC

1.80K

Mar 31, 26

0.00%

Envestnet Portfolio Solutions, Inc.

1.80K

Mar 31, 26

-253

0.00%

MB Generational Wealth, LLC

1.80K

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.73K

Mar 31, 26

+424

0.00%

Parkside Financial Bank & Trust

1.63K

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

1.50K

Mar 31, 26

-425

0.00%

Covestor Ltd

1.49K

Mar 31, 26

+45

0.00%

Scarborough Advisors, LLC

1.48K

Mar 31, 26

+1.48K

0.00%

GAMMA Investing LLC

1.44K

Mar 31, 26

0.00%

Graney & King, LLC

1.41K

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.34K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.30K

Mar 31, 26

+144

0.00%

JFS WEALTH ADVISORS, LLC

1.27K

Mar 31, 26

0.00%

Carolina Wealth Advisors, LLC

1.21K

Mar 31, 26

0.00%

Sound Income Strategies, LLC

1.12K

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

1.09K

Mar 31, 26

0.00%

Kohmann Bosshard Financial Services, LLC

1.09K

Mar 31, 26

-120

0.00%

Investors Research Corp

1.08K

Mar 31, 26

+122

0.00%

Capital Analysts, LLC

1.04K

Mar 31, 26

-791

0.00%

Strategic Wealth Partners, Ltd.

970

Mar 31, 26

-734

0.00%

RICHARDS, MERRILL & PETERSON, INC.

960

Mar 31, 26

+90

0.00%

Fort Vancouver Investment Management, LLC

955

Mar 31, 26

0.00%

Capitol Family Office, Inc.

945

Mar 31, 26

0.00%

GILL CAPITAL PARTNERS, LLC

943

Mar 31, 26

+943

0.00%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

938

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

923

Mar 31, 26

0.00%

IFP Advisors, Inc

875

Mar 31, 26

+333

0.00%

Abound Wealth Management

875

Mar 31, 26

+75

0.00%

Winthrop Capital Management, LLC

814

Mar 31, 26

0.00%

WFA of San Diego, LLC

807

Mar 31, 26

-50

0.00%

Golden State Wealth Management, LLC

799

Mar 31, 26

+799

0.00%

Trust Co

760

Mar 31, 26

-2

0.00%

PITTENGER & ANDERSON INC

717

Mar 31, 26

+389

0.00%

Piscataqua Savings Bank

711

Mar 31, 26

0.00%

Richardson Capital Management LLC

687

Mar 31, 26

0.00%

Fortis Group Advisors, LLC

680

Mar 31, 26

0.00%

Western Wealth Management, LLC

625

Mar 31, 26

+625

0.00%

CALDWELL SUTTER CAPITAL, INC.

603

Mar 31, 26

+25

0.00%

UNION SAVINGS BANK

586

Mar 31, 26

0.00%

Newton One Investments LLC

520

Mar 31, 26

-98

0.00%

CBIZ Investment Advisory Services, LLC

504

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

491

Mar 31, 26

+26

0.00%

PRIVATE TRUST CO NA

482

Mar 31, 26

0.00%

Fairway Wealth LLC

478

Mar 31, 26

0.00%

Westend Capital Management, LLC

471

Mar 31, 26

0.00%

YANKCOM Partnership

458

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

454

Mar 31, 26

0.00%

Pacific Center for Financial Services

443

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

440

Mar 31, 26

0.00%

Roble, Belko & Company, Inc

422

Mar 31, 26

0.00%

Winch Advisory Services, LLC

387

Mar 31, 26

0.00%

Avalon Trust Co

375

Mar 31, 26

+125

0.00%

Rossby Financial, LCC

365

Mar 31, 26

+364

0.00%

Mascoma Wealth Management LLC

355

Mar 31, 26

-71

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

347

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

322

Mar 31, 26

0.00%

MASECO LLP

314

Mar 31, 26

0.00%

Quaker Wealth Management, LLC

309

Mar 31, 26

0.00%

American Capital Advisory, LLC

302

Mar 31, 26

0.00%

SIGNATUREFD, LLC

298

Mar 31, 26

0.00%

DT Investment Partners, LLC

288

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

281

Mar 31, 26

-229

0.00%

ASSETMARK, INC

268

Mar 31, 26

-1.72K

0.00%

Cassaday & Co Wealth Management LLC

266

Mar 31, 26

+266

0.00%

Glassman Wealth Services

260

Mar 31, 26

0.00%

Bogart Wealth, LLC

238

Mar 31, 26

+17

0.00%

Operose Advisors LLC

233

Mar 31, 26

0.00%

Breakwater Investment Management

229

Mar 31, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

227

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

226

Mar 31, 26

+102

0.00%

Newbridge Financial Services Group, Inc.

223

Mar 31, 26

0.00%

Financial Network Wealth Advisors LLC

217

Mar 31, 26

0.00%

Aviso Financial Inc.

205

Mar 31, 26

+205

0.00%

Navigoe, LLC

200

Mar 31, 26

0.00%

Evolution Advisers, Inc.

199

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

190

Mar 31, 26

0.00%

NVWM, LLC

166

Mar 31, 26

+166

0.00%

ACIMA PRIVATE WEALTH, LLC

158

Mar 31, 26

0.00%

BIRCHBROOK, INC.

152

Mar 31, 26

0.00%

BFSG, LLC

148

Mar 31, 26

0.00%

Root Financial Partners, LLC

141

Mar 31, 26

-1.77K

0.00%

Archer Investment Corp

126

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

125

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

115

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

100

Mar 31, 26

0.00%

Lodestone Wealth Management LLC

Mar 31, 26

0.00%

Bernard Wealth Management Corp.

Mar 31, 26

0.00%

Financial Avengers, Inc.

Mar 31, 26

+75

0.00%

Sage Mountain Advisors LLC

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

Mar 31, 26

+56

0.00%

Atlantic Union Bankshares Corp

Mar 31, 26

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

TIAA TRUST, NATIONAL ASSOCIATION

Mar 31, 26

-5.24K

0.00%

Tidemark, LLC

Mar 31, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Mar 31, 26

+42

0.00%

Tower View Investment Management & Research LLC

Mar 31, 26

0.00%

Olistico Wealth, LLC

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

WPG Advisers, LLC

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

Mar 31, 26

0.00%

3Chopt Investment Partners, LLC

Mar 31, 26

0.00%

Strategic Investment Solutions, Inc. /IL

Mar 31, 26

0.00%

Financial Life Planners

Mar 31, 26

+10

0.00%

Dogwood Wealth Management LLC

Mar 31, 26

0.00%

Kilter Group LLC

Mar 31, 26

-308

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

RMG Wealth Management LLC

Mar 31, 26

0.00%

Your Advocates Ltd., LLP

Mar 31, 26

0.00%

Advisors Capital Management, LLC

Mar 31, 26

-1.81K

Qube Research & Technologies Ltd

Mar 31, 26

-1.29K

BRIAN LOW FINANCIAL GROUP, LLC

Mar 31, 26

-1.70K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-24.37K

VISTA INVESTMENT PARTNERS II, LLC

Mar 31, 26

-1.77K

Modus Advisors, LLC

Mar 31, 26

-300

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.59K

Fiduciary Wealth Partners, LLC

Mar 31, 26

-6.61K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-3.80K

Wells Financial Advisors INC

Mar 31, 26

-400

Clean Yield Group

Mar 31, 26

-455

Estate Counselors, LLC

Mar 31, 26

-3.98K

Empowered Funds, LLC

Mar 31, 26

-412

Keystone Wealth Services, LLC

Mar 31, 26

-1.74K

Partners in Financial Planning

Mar 31, 26

-1.66K

BARCLAYS PLC

Mar 31, 26

-493

KEYVANTAGE WEALTH, LLC

Mar 31, 26

-1.77K

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-1.17K

Keudell/Morrison Wealth Management

Mar 31, 26

-2.01K

Diversify Advisory Services, LLC

Mar 31, 26

-1.84K

Post Resch Tallon Group Inc.

Mar 31, 26

-2.18K

Amplius Wealth Advisors, LLC

Mar 31, 26

-1.90K

InTrack Investment Management Inc

Mar 31, 26

-6.72K

BOKF, NA

Mar 31, 26

-7.65K

Nautilus Advisors LLC

Mar 31, 26

-1.86K

DDD Partners, LLC

Mar 31, 26

-1.69K

Clark Asset Management, LLC

Mar 31, 26

-3.09K

Humankind Investments LLC

Mar 31, 26

-5.73K

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-1.80K

KINGSWOOD WEALTH ADVISORS, LLC

Mar 31, 26

-1.68K

PEAPACK GLADSTONE FINANCIAL CORP

Mar 31, 26

-1.74K

CreativeOne Wealth, LLC

Mar 31, 26

-1.72K

Goepper Burkhardt LLC

Mar 31, 26

-2.13K

J.W. COLE ADVISORS, INC.

Mar 31, 26

-5.09K

Measured Wealth Private Client Group, LLC

Mar 31, 26

-8

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-43.41K

MILLENNIUM MANAGEMENT LLC

Mar 31, 26

-2.00K

Engineers Gate Manager LP

Mar 31, 26

-3.26K

Concord Wealth Partners

Mar 31, 26

-1.56K

Atria Investments, Inc

Mar 31, 26

-4.04K

VANGUARD GROUP INC

3.61M

Dec 31, 25

+126.19K

3.57%

SageView Advisory Group, LLC

98.42K

Dec 31, 25

+239

0.10%

MERITAGE PORTFOLIO MANAGEMENT

20.28K

Dec 31, 25

+1.48K

0.02%

CIBC Private Wealth Group, LLC

15.42K

Dec 31, 25

+68

0.02%

Clearview Wealth Advisors LLC

8.76K

Dec 31, 25

-188

0.01%

Main Street Financial Solutions, LLC

8.13K

Dec 31, 25

-294

0.01%

Clarius Group, LLC

5.88K

Dec 31, 25

+446

0.01%

Quent Long Short Global Small Cap Fund, LP

2.45K

Dec 31, 25

+2.45K

0.00%

COMERICA BANK

1.91K

Dec 31, 25

-1.70K

0.00%

TRUST CO OF VERMONT

1.59K

Dec 31, 25

0.00%

Global Retirement Partners, LLC

793

Dec 31, 25

-44

0.00%

Ransom Advisory, Ltd

450

Dec 31, 25

+450

0.00%

Heritage Wealth Advisors

146

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-641

Apexium Financial, LP

56.33K

Sep 30, 25

-546

0.06%

MARSHALL FINANCIAL GROUP INC /ADV

22.24K

Sep 30, 25

+315

0.02%

FIRST NATIONAL CORP /MA/ /ADV

9.46K

Sep 30, 25

-237

0.01%

Glenmede Investment Management, LP

7.94K

Sep 30, 25

-132

0.01%

Copperleaf Capital, LLC

6.95K

Sep 30, 25

0.01%

Hemington Wealth Management

3.51K

Sep 30, 25

0.00%

Bristlecone Advisors, LLC

2.54K

Sep 30, 25

-21

0.00%

D. SCOTT NEAL, INC.

2.13K

Sep 30, 25

+18

0.00%

SPC Financial, Inc.

1.96K

Sep 30, 25

+1.96K

0.00%

CROWLEY WEALTH MANAGEMENT, INC.

136

Sep 30, 25

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Siligmueller & Norvid Wealth Advisors LLC

Sep 30, 25

-5.20K

Elios Financial Group Inc.

45.59K

Jun 30, 25

-23

0.05%

First Horizon Advisors, Inc.

34.06K

Jun 30, 25

0.03%

Martin Worley Group

23.23K

Jun 30, 25

-4.55K

0.02%

DOHJ, LLC

10.58K

Jun 30, 25

-143.43K

0.01%

Benchmark Wealth Management, LLC

6.57K

Jun 30, 25

0.01%

AVANTAX ADVISORY SERVICES, INC.

4.95K

Jun 30, 25

-48

0.00%

Better Money Decisions, LLC

4.14K

Jun 30, 25

-52

0.00%

Waypoint Wealth Partners Inc.

2.85K

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

2.48K

Jun 30, 25

+2.48K

0.00%

Parkworth Wealth Management, Inc.

718

Jun 30, 25

-1.47K

0.00%

Monterey Private Wealth, Inc.

44.48K

Mar 31, 25

-457

0.04%

US FINANCIAL ADVISORS, LLC

13.63K

Mar 31, 25

+729

0.01%

Lindbrook Capital, LLC

10.56K

Mar 31, 25

0.01%

Bremer Bank National Association

6.48K

Mar 31, 25

0.01%

Corrigan Financial, Inc.

Mar 31, 25

-10.09K

Cahill Wealth Management, LLC

Mar 31, 25

-1.92K

LAKE STREET ADVISORS GROUP, LLC

103.17K

Dec 31, 24

-28.18K

0.10%

Kades & Cheifetz LLC

3.52K

Dec 31, 24

+812

0.00%

Treynor Bancshares, Inc.

2.97K

Dec 31, 24

0.00%

Buckingham Capital Management, Inc.

2.62K

Dec 31, 24

0.00%

Southern Style Financial, Inc.

2.35K

Dec 31, 24

+2.35K

0.00%

Tallon Kerry Patrick

2.17K

Dec 31, 24

+2.17K

0.00%

RAYMOND JAMES & ASSOCIATES

265.14K

Sep 30, 24

+8.02K

0.26%

Raymond James Financial Services Advisors, Inc.

227.52K

Sep 30, 24

+10.90K

0.23%

PRIO WEALTH LIMITED PARTNERSHIP

23.60K

Sep 30, 24

+140

0.02%

Pegasus Partners Ltd.

14.08K

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

5.12K

Sep 30, 24

0.01%

CONCENTRIC WEALTH MANAGEMENT, LLC

4.06K

Sep 30, 24

+11

0.00%

Annapolis Financial Services, LLC

1.21K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

459

Sep 30, 24

+459

0.00%

Carmichael Hill & Associates, Inc.

355

Sep 30, 24

0.00%

New Potomac Partners, LLC

250

Sep 30, 24

+250

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

79.78K

Jun 30, 24

+6.65K

0.08%

Regis Acquisition Inc.

3.21K

Jun 30, 24

+430

0.00%

JANICZEK WEALTH MANAGEMENT, LLC

1.18K

Jun 30, 24

+168

0.00%

Rain Capital Management, LLC

829

Jun 30, 24

0.00%

Cetera Advisor Networks LLC

50.34K

Mar 31, 24

+398

0.05%

Cetera Advisors LLC

15.10K

Mar 31, 24

0.01%

KEATING WEALTH MANAGEMENT LLC

12.09K

Mar 31, 24

+16

0.01%

Financial Advisory Group

4.80K

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

4.71K

Mar 31, 24

-95

0.00%

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

25.91K

Dec 31, 23

-2.82K

0.03%

Bartlett & Co. LLC

18.88K

Dec 31, 23

+2.20K

0.02%

Rollins Financial

5.04K

Dec 31, 23

+5.04K

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

3.05K

Dec 31, 23

+3.05K

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

96.79K

Sep 30, 23

+47.85K

0.10%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

81.80K

Sep 30, 23

-3.88K

0.08%

COLONY GROUP LLC

16.81K

Sep 30, 23

+780

0.02%

TIEDEMANN ADVISORS, LLC

7.73K

Sep 30, 23

+1.29K

0.01%

Windsor Group LTD

2.78K

Sep 30, 23

+30

0.00%

LEO BROKERAGE, LLC

673.00K

Jun 30, 23

-23.18K

0.67%

Veritable, L.P.

54.66K

Jun 30, 23

-100

0.05%

PFS INVESTMENTS INC.

42.46K

Jun 30, 23

-617

0.04%

Financial Architects, Inc

17.54K

Jun 30, 23

-225

0.02%

Kistler-Tiffany Companies, LLC

4.20K

Jun 30, 23

0.00%

Vigilant Capital Management, LLC

624

Jun 30, 23

0.00%

BDO Wealth Advisors, LLC

465

Jun 30, 23

0.00%

Kalos Management, Inc.

Jun 30, 23

-22

Baldrige Asset Management LLC

19.47K

Mar 31, 23

+199

0.02%

Fullen Financial Group

3.64K

Mar 31, 23

+10

0.00%

Ahrens Investment Partners LLC

354

Mar 31, 23

+354

0.00%

YorkBridge Wealth Partners, LLC

3.38K

Dec 31, 22

0.00%

Sargent Bickham Lagudis LLC

1.46K

Dec 31, 22

0.00%

CPWM, LLC

32.75K

Sep 30, 22

-8

0.03%

Radnor Financial Advisors, LLC

21.53K

Sep 30, 22

-208

0.02%

Wealthsimple Inc.

10.88K

Sep 30, 22

0.01%

55I, LLC

8.46K

Sep 30, 22

+3.25K

0.01%

American Portfolios Advisors

5.97K

Sep 30, 22

-2.09K

0.01%

Ashfield Capital Partners, LLC

4.68K

Sep 30, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

3.82K

Sep 30, 22

+3.82K

0.00%

Karp Capital Management Corp

3.69K

Sep 30, 22

0.00%

Jefferies Group LLC

3.69K

Sep 30, 22

0.00%

American Research & Management Co.

300

Sep 30, 22

0.00%

ACG Wealth

Sep 30, 22

-800

Intersect Capital LLC

18.24K

Jun 30, 22

-200

0.02%

Pinnacle Private Wealth, LLC

4.04K

Jun 30, 22

+849

0.00%

ELM ADVISORS, LLC

12.68K

Mar 31, 22

0.01%

Lenox Wealth Advisors, LLC

854

Mar 31, 22

0.00%

KINGS POINT CAPITAL MANAGEMENT

201

Mar 31, 22

+201

0.00%

People's United Financial, Inc.

Mar 31, 22

-3.46K

Crescent Capital Consulting, LLC

71.49K

Dec 31, 21

+7.00K

0.07%

Emery Howard Portfolio Management, Inc.

10.63K

Dec 31, 21

-196

0.01%

NEXT Financial Group, Inc

400

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

305

Dec 31, 21

0.00%

Brouwer & Janachowski, LLC

59.83K

Sep 30, 21

+435

0.06%

BINGHAM OSBORN & SCARBOROUGH LLC

10.26K

Sep 30, 21

+547

0.01%

Cardinal Point Wealth Management LLC

2.73K

Sep 30, 21

+2.73K

0.00%

Strategic Wealth Management Group, LLC

7.49K

Jun 30, 21

0.01%

FormulaFolio Investments, LLC

1.92K

Jun 30, 21

0.00%

Wealthsimple US, Ltd.

331.05K

Mar 31, 21

-7.03K

0.33%

Stearns Financial Services Group

175

Sep 30, 20

+140

0.00%

Watson Rebecca

Sep 30, 20

-2.41K

IBERIABANK CORP

35.17K

Jun 30, 20

+4.95K

0.03%

TRUEWEALTH LLC

3.75K

Jun 30, 20

+3.75K

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

9.14K

Dec 31, 19

+5.94K

0.01%

Advisor Group, Inc.

4.55K

Dec 31, 19

+1.50K

0.00%

Steinberg Global Asset Management

6.43K

Mar 31, 19

0.01%