Vanguard ESG U.S. Stock ETF(ESGV)

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Vanguard ESG U.S. Stock ETF(ESGV)

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$136.51—

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ESGV(ESGV)

ESGV

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Institutional Ownership

Top 880 Institutional Holders

Holder	Shares	Date	Change	% Held
VANGUARD ADVISERS INC	3.84M	Jun 30, 26	+141.98K	3.84%
Wealthfront Advisers LLC	1.82M	Jun 30, 26	+29.01K	1.82%
MORGAN STANLEY	1.72M	Jun 30, 26	+41.42K	1.72%
Creative Planning	1.47M	Jun 30, 26	+7.47K	1.47%
VISA FOUNDATION	1.10M	Jun 30, 26	-75.50K	1.10%
RAYMOND JAMES FINANCIAL INC	667.95K	Jun 30, 26	+3.37K	0.67%
Betterment LLC	596.07K	Jun 30, 26	-8.99K	0.60%
BANK OF AMERICA CORP /DE/	573.33K	Jun 30, 26	-4.44K	0.57%
Stanich Group LLC	551.41K	Jun 30, 26	+23.79K	0.55%
IMPACTfolio, LLC	499.44K	Jun 30, 26	-290	0.50%
ROYAL BANK OF CANADA	487.15K	Jun 30, 26	+27.90K	0.49%
Baird Financial Group, Inc.	442.53K	Jun 30, 26	+13.81K	0.44%
Apella Capital, LLC	415.25K	Jun 30, 26	+1.54K	0.42%
SCS Capital Management LLC	391.19K	Jun 30, 26	+652	0.39%
Crewe Advisors LLC	364.66K	Jun 30, 26	+79	0.36%
IMA Wealth, Inc.	349.46K	Jun 30, 26	+76.51K	0.35%
Platt Investment Counsel, LLC	348.83K	Jun 30, 26	+1.62K	0.35%
Facet Wealth, Inc.	347.43K	Jun 30, 26	-11.92K	0.35%
MATHER GROUP, LLC.	321.87K	Jun 30, 26	+31.48K	0.32%
Sellwood Consulting LLC	314.33K	Jun 30, 26	-21.08K	0.31%
JONES FINANCIAL COMPANIES LLLP	290.73K	Jun 30, 26	+24.94K	0.29%
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje	289.37K	Jun 30, 26	+289.37K	0.29%
LPL Financial LLC	273.95K	Jun 30, 26	+13.44K	0.27%
Verde Capital Management	268.93K	Jun 30, 26	-338.21K	0.27%
GOLDMAN SACHS GROUP INC	249.83K	Jun 30, 26	+3.17K	0.25%
FRANKLIN RESOURCES INC	246.82K	Jun 30, 26	+3.64K	0.25%
AMERIPRISE FINANCIAL INC	245.10K	Jun 30, 26	-10.00K	0.25%
Garde Capital, Inc.	234.93K	Jun 30, 26	-2.82K	0.24%
Angeles Investment Advisors, LLC	230.84K	Jun 30, 26	+44.20K	0.23%
UBS Group AG	230.30K	Jun 30, 26	-26.79K	0.23%
ENVESTNET ASSET MANAGEMENT INC	230.22K	Jun 30, 26	-10.55K	0.23%
Hanson & Doremus Investment Management	227.64K	Jun 30, 26	-212	0.23%
Cerity Partners LLC	225.46K	Jun 30, 26	-1.65K	0.23%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	205.82K	Jun 30, 26	+142.19K	0.21%
Mariner, LLC	203.10K	Jun 30, 26	+24.78K	0.20%
Cedar Wealth Management, LLC	202.19K	Jun 30, 26	-79	0.20%
Financial Network Wealth Management LLC	192.91K	Jun 30, 26	+7.66K	0.19%
BANK OF MONTREAL /CAN/	191.84K	Jun 30, 26	+1.65K	0.19%
Gemmer Asset Management LLC	183.34K	Jun 30, 26	-284	0.18%
Soundwatch Capital LLC	181.43K	Jun 30, 26	+142.33K	0.18%
TCG Advisory Services, LLC	171.32K	Jun 30, 26	+231	0.17%
CIBC Bancorp USA Inc.	170.36K	Jun 30, 26	+83.73K	0.17%
HighTower Advisors, LLC	165.54K	Jun 30, 26	+2.14K	0.17%
Dundas Partners LLP	164.89K	Jun 30, 26	+164.89K	0.16%
Adviser Investments LLC	164.39K	Jun 30, 26	+494	0.16%
REGATTA CAPITAL GROUP, LLC	163.72K	Jun 30, 26	+3.32K	0.16%
LifeGuide Financial Advisors, LLC	161.66K	Jun 30, 26	+6.01K	0.16%
COMMONWEALTH EQUITY SERVICES, LLC	149.05K	Jun 30, 26	-4.29K	0.15%
Human Investing LLC	148.49K	Jun 30, 26	-2.98K	0.15%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	145.13K	Jun 30, 26	-2.97K	0.15%
Orgel Wealth Management, LLC	143.19K	Jun 30, 26	+5.05K	0.14%
Caprock Group, LLC	139.95K	Jun 30, 26	+4.05K	0.14%
Prime Buchholz LLC	135.62K	Jun 30, 26	+42.95K	0.14%
Beacon Pointe Advisors, LLC	134.19K	Jun 30, 26	+10.88K	0.13%
Colony Group, LLC	133.55K	Jun 30, 26	-2.77K	0.13%
Harpswell Capital Advisors, LLC	129.45K	Jun 30, 26	+900	0.13%
Diversified Portfolios, Inc.	121.50K	Jun 30, 26	-9.01K	0.12%
MERCER GLOBAL ADVISORS INC /ADV	117.58K	Jun 30, 26	+38.83K	0.12%
Miracle Mile Advisors, LLC	117.35K	Jun 30, 26	-3.44K	0.12%
One Day In July LLC	112.96K	Jun 30, 26	+1.21K	0.11%
Cambridge Investment Research Advisors, Inc.	107.99K	Jun 30, 26	-6.36K	0.11%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	106.89K	Jun 30, 26	+198	0.11%
TIAA TRUST, NATIONAL ASSOCIATION	106.69K	Jun 30, 26	+106.64K	0.11%
CARY STREET PARTNERS FINANCIAL LLC	103.43K	Jun 30, 26	--	0.10%
BAILARD, INC.	102.97K	Jun 30, 26	+88.81K	0.10%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	101.46K	Jun 30, 26	-111.27K	0.10%
SageView Advisory Group, LLC	100.08K	Jun 30, 26	+1.13K	0.10%
Farrell Financial LLC	98.03K	Jun 30, 26	-697	0.10%
Cresset Asset Management, LLC	92.94K	Jun 30, 26	-20	0.09%
Sanchez Levi Garrett	92.13K	Jun 30, 26	+1.21K	0.09%
BLAIR WILLIAM & CO/IL	91.22K	Jun 30, 26	+8.09K	0.09%
Pathstone Holdings, LLC	83.83K	Jun 30, 26	+2.60K	0.08%
AMG National Trust Bank	83.47K	Jun 30, 26	-3.80K	0.08%
WELLS FARGO & COMPANY/MN	82.86K	Jun 30, 26	+8.28K	0.08%
Boston Standard Wealth Management, LLC	79.95K	Jun 30, 26	+774	0.08%
TWIN FOCUS CAPITAL PARTNERS, LLC	77.10K	Jun 30, 26	+5	0.08%
V-Square Quantitative Management LLC	77.00K	Jun 30, 26	+77.00K	0.08%
MAI Capital Management	76.48K	Jun 30, 26	+67.11K	0.08%
ADVISOR GROUP HOLDINGS, INC.	73.52K	Jun 30, 26	+8.35K	0.07%
ST GERMAIN D J CO INC	72.11K	Jun 30, 26	+855	0.07%
JPMORGAN CHASE & CO	67.59K	Jun 30, 26	+3.73K	0.07%
Relyea Zuckerberg Hanson LLC	66.57K	Jun 30, 26	-2.58K	0.07%
Cartesian Growth Corp	64.13K	Jun 30, 26	+57.05K	0.06%
NORTHERN TRUST CORP	63.46K	Jun 30, 26	+43.47K	0.06%
Pearl Planning LLC	60.62K	Jun 30, 26	+1.99K	0.06%
Cetera Investment Advisers	60.05K	Jun 30, 26	-580	0.06%
BSW Wealth Partners	59.24K	Jun 30, 26	-358	0.06%
New Covenant Trust Company, N.A.	57.49K	Jun 30, 26	-11.08K	0.06%
Financial Engines Advisors L.L.C.	56.69K	Jun 30, 26	-2.47K	0.06%
RAFFA WEALTH MANAGEMENT, LLC	54.76K	Jun 30, 26	+117	0.05%
Banco Santander, S.A.	54.06K	Jun 30, 26	+10.56K	0.05%
LIBRA WEALTH LLC	53.48K	Jun 30, 26	-42	0.05%
Paragon Capital Management Ltd	52.72K	Jun 30, 26	+112	0.05%
BARTLETT & CO. WEALTH MANAGEMENT LLC	51.10K	Jun 30, 26	--	0.05%
Palisades Hudson Asset Management, L.P.	50.85K	Jun 30, 26	+4.20K	0.05%
MISSION WEALTH MANAGEMENT, LP	48.55K	Jun 30, 26	+23.72K	0.05%
Atlas Legacy Advisors, LLC	47.90K	Jun 30, 26	+304	0.05%
EQ LLC	47.21K	Jun 30, 26	-3.11K	0.05%
White Lighthouse Investment Management Inc.	47.05K	Jun 30, 26	+428	0.05%
US BANCORP \DE\	46.83K	Jun 30, 26	+125	0.05%
D.A. DAVIDSON & CO.	46.21K	Jun 30, 26	-994	0.05%
BRANDYWINE OAK PRIVATE WEALTH LLC	45.51K	Jun 30, 26	-978	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	43.45K	Jun 30, 26	+43.45K	0.04%
Westfuller Advisors, LLC	42.01K	Jun 30, 26	+16.15K	0.04%
Atlantic Private Wealth, LLC	40.21K	Jun 30, 26	-2.88K	0.04%
PFG Investments, LLC	39.42K	Jun 30, 26	+2.44K	0.04%
CI Private Wealth, LLC	38.81K	Jun 30, 26	-304	0.04%
Freestone Capital Holdings, LLC	38.63K	Jun 30, 26	+177	0.04%
GOULD ASSET MANAGEMENT LLC /CA/	38.53K	Jun 30, 26	-385	0.04%
Private Advisor Group, LLC	38.47K	Jun 30, 26	+4.77K	0.04%
Sageworth Trust Co	38.03K	Jun 30, 26	+421	0.04%
HARBOUR INVESTMENTS, INC.	38.03K	Jun 30, 26	+1.25K	0.04%
MML INVESTORS SERVICES, LLC	37.58K	Jun 30, 26	+4.45K	0.04%
CHOREO, LLC	36.28K	Jun 30, 26	+3.44K	0.04%
Ashford Advisors, LLC	35.90K	Jun 30, 26	--	0.04%
Farther Finance Advisors, LLC	35.52K	Jun 30, 26	-310	0.04%
Brooklyn FI, LLC	35.30K	Jun 30, 26	--	0.04%
New England Private Wealth Advisors LLC	34.49K	Jun 30, 26	-2.01K	0.03%
Stonehearth Capital Management, LLC	34.23K	Jun 30, 26	-1.40K	0.03%
FIRST HORIZON CORP	33.94K	Jun 30, 26	--	0.03%
Haverford Trust Co	33.05K	Jun 30, 26	+3.75K	0.03%
Lido Advisors, LLC	32.34K	Jun 30, 26	-449	0.03%
RETIREMENT CAPITAL STRATEGIES	32.33K	Jun 30, 26	+29	0.03%
Well Done, LLC	32.25K	Jun 30, 26	+2	0.03%
McClarren Financial Advisors, Inc.	31.29K	Jun 30, 26	-3.06K	0.03%
Koshinski Asset Management, Inc.	30.55K	Jun 30, 26	-1.08K	0.03%
CITIGROUP INC	30.53K	Jun 30, 26	+12.64K	0.03%
Ballentine Partners, LLC	30.31K	Jun 30, 26	+1	0.03%
Vanguard National Trust Co	29.93K	Jun 30, 26	--	0.03%
Valmark Advisers, Inc.	29.86K	Jun 30, 26	-115	0.03%
Trademark Financial Management, LLC	29.58K	Jun 30, 26	-551	0.03%
FMR LLC	29.29K	Jun 30, 26	+3.90K	0.03%
Mallini Complete Financial Planning LLC	29.15K	Jun 30, 26	-225	0.03%
WHITTIER TRUST CO	28.59K	Jun 30, 26	--	0.03%
Modera Wealth Management, LLC	28.11K	Jun 30, 26	+2	0.03%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	27.12K	Jun 30, 26	+81	0.03%
Affinity Capital Advisors, LLC	26.15K	Jun 30, 26	-729	0.03%
Hamrick Investment Counsel, llc	26.08K	Jun 30, 26	-1.96K	0.03%
PENNINGTON PARTNERS & CO., LLC	26.07K	Jun 30, 26	--	0.03%
NewEdge Advisors, LLC	25.54K	Jun 30, 26	+543	0.03%
Topel & Distasi Wealth Management, LLC	25.29K	Jun 30, 26	+89	0.03%
Wealth Group Ltd	25.26K	Jun 30, 26	+139	0.03%
FIDUCIARY TRUST CO	24.73K	Jun 30, 26	-151	0.02%
STIFEL FINANCIAL CORP	24.72K	Jun 30, 26	-484	0.02%
DAVIS R M INC	24.66K	Jun 30, 26	+481	0.02%
Fingerlakes Wealth Management, Inc.	24.64K	Jun 30, 26	+1.98K	0.02%
BlackRock, Inc.	24.22K	Jun 30, 26	+14.70K	0.02%
Savant Capital, LLC	24.00K	Jun 30, 26	+9.85K	0.02%
Strategic Point Investment Advisors, LLC	23.88K	Jun 30, 26	+170	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.24K	Jun 30, 26	+1.18K	0.02%
CGN Advisors LLC	23.24K	Jun 30, 26	-1.91K	0.02%
GPWM LLC	23.08K	Jun 30, 26	+677	0.02%
Bank of New York Mellon Corp	22.93K	Jun 30, 26	-38.57K	0.02%
Armbruster Capital Management, Inc.	22.53K	Jun 30, 26	+36	0.02%
PROFFITT & GOODSON INC	22.27K	Jun 30, 26	+401	0.02%
EP Wealth Advisors, LLC	22.19K	Jun 30, 26	+2	0.02%
WHITTIER TRUST CO OF NEVADA INC	21.92K	Jun 30, 26	+4.36K	0.02%
Fairlight Advisors	21.52K	Jun 30, 26	+21.52K	0.02%
Davis Wealth Advisors, LLC	21.48K	Jun 30, 26	-71	0.02%
Prospera Capital Management, LLC	21.26K	Jun 30, 26	+21.26K	0.02%
Clarity Asset Management, Inc.	21.25K	Jun 30, 26	+720	0.02%
Perigon Wealth Management, LLC	20.86K	Jun 30, 26	+38	0.02%
XY Planning Network, Inc.	20.81K	Jun 30, 26	+20.81K	0.02%
Sequoia Financial Advisors, LLC	20.67K	Jun 30, 26	-3.99K	0.02%
TRUIST FINANCIAL CORP	20.07K	Jun 30, 26	-115	0.02%
MAYPORT, LLC	19.94K	Jun 30, 26	-386	0.02%
NewEdge Wealth, LLC	19.72K	Jun 30, 26	+103	0.02%
Bell Investment Advisors, Inc	19.61K	Jun 30, 26	+85	0.02%
Glenview Trust Co	19.03K	Jun 30, 26	-268	0.02%
Summit Wealth Group, LLC	19.01K	Jun 30, 26	-181	0.02%
Wedmont Private Capital	18.59K	Jun 30, 26	+22	0.02%
West Financial Advisors, LLC	18.39K	Jun 30, 26	-274	0.02%
Laurel Wealth Planning LLC	18.24K	Jun 30, 26	-1.15K	0.02%
EQUITABLE TRUST CO	18.15K	Jun 30, 26	-374	0.02%
Arjuna Capital	18.12K	Jun 30, 26	+643	0.02%
Quantinno Capital Management LP	18.03K	Jun 30, 26	+18.03K	0.02%
WEBSTER BANK, N. A.	17.90K	Jun 30, 26	-1.00K	0.02%
SAPIENT CAPITAL LLC	17.09K	Jun 30, 26	--	0.02%
Tortoise Investment Management, LLC	17.08K	Jun 30, 26	-443	0.02%
Cornerstone Wealth Management, LLC	17.00K	Jun 30, 26	-93	0.02%
Parallel Advisors, LLC	16.95K	Jun 30, 26	-407	0.02%
Thayer Partners, LLC / MA	16.49K	Jun 30, 26	+25	0.02%
WealthCollab, LLC	16.38K	Jun 30, 26	--	0.02%
Mesirow Financial Investment Management, Inc.	16.28K	Jun 30, 26	+48	0.02%
EVERETT HARRIS & CO /CA/	16.00K	Jun 30, 26	--	0.02%
Neuberger Berman Group LLC	15.93K	Jun 30, 26	+515	0.02%
Buckingham Strategic Partners	15.78K	Jun 30, 26	+5.32K	0.02%
UMB Bank, n.a.	15.56K	Jun 30, 26	--	0.02%
Wingate Wealth Advisors, Inc.	15.46K	Jun 30, 26	+911	0.02%
Skyline Advisors, Inc.	15.34K	Jun 30, 26	-1.08K	0.02%
Robertson Stephens Wealth Management, LLC	15.12K	Jun 30, 26	-1	0.02%
Wealth Analytics Partners, LLC	15.00K	Jun 30, 26	-29	0.02%
M&T BANK CORP	14.97K	Jun 30, 26	--	0.01%
BROWN ADVISORY INC	14.81K	Jun 30, 26	-506	0.01%
Scott Capital Advisors, LLC	14.61K	Jun 30, 26	+574	0.01%
Silver Oak Advisory Group, Inc.	14.60K	Jun 30, 26	-427	0.01%
Sanctuary Advisors, LLC	14.50K	Jun 30, 26	+194	0.01%
Rock Point Advisors, LLC	14.50K	Jun 30, 26	+735	0.01%
Farnam Financial LLC	14.31K	Jun 30, 26	-1.31K	0.01%
Burkett Asset Management Ltd	14.25K	Jun 30, 26	--	0.01%
PENOBSCOT WEALTH MANAGEMENT	14.12K	Jun 30, 26	+4.03K	0.01%
Johnson Bixby & Associates, LLC	14.11K	Jun 30, 26	-340	0.01%
Smithfield Trust Co	14.11K	Jun 30, 26	-382	0.01%
Leonard Rickey Investment Advisors P.L.L.C.	14.03K	Jun 30, 26	+66	0.01%
Vermillion & White Wealth Management Group, LLC	13.76K	Jun 30, 26	--	0.01%
Ervin Investment Management, LLC	13.69K	Jun 30, 26	+860	0.01%
BRYN MAWR TRUST Co	13.43K	Jun 30, 26	-1.94K	0.01%
McLean Asset Management Corp	13.30K	Jun 30, 26	+713	0.01%
Joel Isaacson & Co., LLC	13.20K	Jun 30, 26	+83	0.01%
Values Added Financial LLC	13.18K	Jun 30, 26	-938	0.01%
Merit Financial Group, LLC	13.18K	Jun 30, 26	-983	0.01%
Weil Company, Inc.	13.10K	Jun 30, 26	-650	0.01%
Allworth Financial LP	12.96K	Jun 30, 26	+3.21K	0.01%
Shepherd Financial Partners LLC	12.93K	Jun 30, 26	--	0.01%
Fifth Third Wealth Advisors LLC	12.90K	Jun 30, 26	+325	0.01%
Snowden Capital Advisors LLC	12.76K	Jun 30, 26	+146	0.01%
Northland Capital Management LLC	12.75K	Jun 30, 26	-3.60K	0.01%
MARINO, STRAM & ASSOCIATES LLC	12.62K	Jun 30, 26	+253	0.01%
Towerpoint Wealth, LLC	12.59K	Jun 30, 26	+43	0.01%
Federation des caisses Desjardins du Quebec	12.46K	Jun 30, 26	+380	0.01%
Selective Wealth Management, Inc.	12.45K	Jun 30, 26	-1.15K	0.01%
Napier Financial, LLC	12.44K	Jun 30, 26	+145	0.01%
Atomi Financial Group, Inc.	12.42K	Jun 30, 26	+638	0.01%
OKABENA INVESTMENT SERVICES INC	12.34K	Jun 30, 26	+87	0.01%
BEACON FINANCIAL PLANNING, INC	12.28K	Jun 30, 26	+26	0.01%
Pine Harbor Wealth Management, LLC	12.06K	Jun 30, 26	-310	0.01%
Waverly Advisors, LLC	12.00K	Jun 30, 26	+2.61K	0.01%
NATIXIS ADVISORS, L.P.	11.76K	Jun 30, 26	+11.76K	0.01%
DeDora Capital, Inc.	11.63K	Jun 30, 26	+9.41K	0.01%
Arbor Investment Advisors, LLC	11.44K	Jun 30, 26	+22	0.01%
NOVARE CAPITAL MANAGEMENT LLC	11.28K	Jun 30, 26	+125	0.01%
Bell Bank	11.17K	Jun 30, 26	-70	0.01%
Chemistry Wealth Management LLC	10.83K	Jun 30, 26	--	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	10.71K	Jun 30, 26	-1.68K	0.01%
Balanced Rock Investment Advisor	10.70K	Jun 30, 26	-720	0.01%
CAHILL FINANCIAL ADVISORS INC	10.57K	Jun 30, 26	-233	0.01%
Addison Advisors LLC	10.31K	Jun 30, 26	-7.13K	0.01%
Brickley Wealth Management	10.23K	Jun 30, 26	-181	0.01%
RENAISSANCE TECHNOLOGIES LLC	10.20K	Jun 30, 26	+10.20K	0.01%
Xena Financial Planning, LLC	10.12K	Jun 30, 26	+167	0.01%
Stratos Wealth Partners, LTD.	10.11K	Jun 30, 26	+256	0.01%
NWAM LLC	10.04K	Jun 30, 26	+8.08K	0.01%
Joel Adams & Associates, Inc.	9.88K	Jun 30, 26	-327	0.01%
Midwest Trust Co	9.84K	Jun 30, 26	+2.01K	0.01%
Wealthspire Advisors, LLC	9.83K	Jun 30, 26	+574	0.01%
FORVIS Wealth Advisors, LLC	9.79K	Jun 30, 26	+358	0.01%
Family CFO Inc	9.68K	Jun 30, 26	+314	0.01%
Jefferies Financial Group Inc.	9.68K	Jun 30, 26	+17	0.01%
Bragg Financial Advisors, Inc	9.56K	Jun 30, 26	-256	0.01%
AQR CAPITAL MANAGEMENT LLC	9.44K	Jun 30, 26	+580	0.01%
Central Pacific Bank - Trust Division	9.41K	Jun 30, 26	--	0.01%
ANB BANK	9.32K	Jun 30, 26	-9	0.01%
Pensionmark Financial Group, LLC	9.29K	Jun 30, 26	-150	0.01%
Townsend Financial Planning, LLC	9.23K	Jun 30, 26	-616	0.01%
IFG Advisors, LLC	9.21K	Jun 30, 26	+212	0.01%
Larson Financial Group LLC	9.15K	Jun 30, 26	-875	0.01%
Greenspring Advisors, LLC	9.13K	Jun 30, 26	--	0.01%
PFG Advisors	9.07K	Jun 30, 26	+30	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	8.93K	Jun 30, 26	+7	0.01%
CITIZENS FINANCIAL GROUP INC/RI	8.88K	Jun 30, 26	+973	0.01%
SFM, LLC	8.86K	Jun 30, 26	-33	0.01%
Continuum Advisory, LLC	8.83K	Jun 30, 26	+5.89K	0.01%
Van Hulzen Asset Management, LLC	8.82K	Jun 30, 26	+1.21K	0.01%
ZEVIN ASSET MANAGEMENT LLC	8.81K	Jun 30, 26	-27	0.01%
Nuveen, LLC	8.73K	Jun 30, 26	+8.73K	0.01%
PRESILIUM PRIVATE WEALTH, LLC	8.73K	Jun 30, 26	-40	0.01%
My Personal CFO, LLC	8.70K	Jun 30, 26	--	0.01%
Savvy Advisors, Inc.	8.63K	Jun 30, 26	-247	0.01%
LANDAAS & CO /WI /ADV	8.62K	Jun 30, 26	--	0.01%
Avantax Planning Partners, Inc.	8.60K	Jun 30, 26	+2.02K	0.01%
Passive Capital Management, LLC.	8.52K	Jun 30, 26	+118	0.01%
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	8.47K	Jun 30, 26	-2.33K	0.01%
Sageworth Trust Co of South Dakota	8.40K	Jun 30, 26	-538	0.01%
Janney Montgomery Scott LLC	8.39K	Jun 30, 26	+34	0.01%
HBK Sorce Advisory LLC	8.34K	Jun 30, 26	-43	0.01%
TRUEFG, LLC	8.29K	Jun 30, 26	-139	0.01%
WEDBUSH SECURITIES INC	8.27K	Jun 30, 26	-1.00K	0.01%
THOMPSON DAVIS & CO., INC.	8.12K	Jun 30, 26	--	0.01%
Kestra Advisory Services, LLC	8.07K	Jun 30, 26	-14	0.01%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	7.87K	Jun 30, 26	+619	0.01%
Concurrent Investment Advisors, LLC	7.86K	Jun 30, 26	+6.04K	0.01%
CJM Wealth Advisers, Ltd.	7.85K	Jun 30, 26	-17	0.01%
Main Street Financial Solutions, LLC	7.81K	Jun 30, 26	-334	0.01%
Rockbridge Investment Management, LCC	7.70K	Jun 30, 26	+109	0.01%
GOLDEN ROAD ADVISORS LLC	7.55K	Jun 30, 26	-129	0.01%
CM WEALTH ADVISORS LLC	7.55K	Jun 30, 26	--	0.01%
Winter & Associates, Inc.	7.53K	Jun 30, 26	+5.13K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	7.44K	Jun 30, 26	+2.20K	0.01%
Tradition Wealth Management, LLC	7.44K	Jun 30, 26	-275	0.01%
CHERRYDALE WEALTH MANAGEMENT, LLC	7.41K	Jun 30, 26	-121	0.01%
TPG Financial Advisors, LLC	7.40K	Jun 30, 26	+728	0.01%
Csenge Advisory Group	7.37K	Jun 30, 26	+15	0.01%
May Hill Capital, LLC	7.31K	Jun 30, 26	--	0.01%
Dynamic Advisor Solutions LLC	7.21K	Jun 30, 26	+55	0.01%
Milestone Investment Advisors LLC	7.20K	Jun 30, 26	-37	0.01%
PECAUT & CO.	7.12K	Jun 30, 26	-229	0.01%
Equitable Holdings, Inc.	7.08K	Jun 30, 26	-48	0.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	6.95K	Jun 30, 26	--	0.01%
Princeton Global Asset Management LLC	6.93K	Jun 30, 26	+379	0.01%
CURIO WEALTH, LLC	6.80K	Jun 30, 26	--	0.01%
Rockefeller Capital Management L.P.	6.78K	Jun 30, 26	+1.91K	0.01%
BRADLEY FOSTER & SARGENT INC/CT	6.77K	Jun 30, 26	--	0.01%
Weinberger Asset Management, Inc	6.76K	Jun 30, 26	+156	0.01%
Abacus Planning Group, Inc.	6.71K	Jun 30, 26	--	0.01%
Cadia Private Client LLC	6.70K	Jun 30, 26	+10	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	6.67K	Jun 30, 26	-1.25K	0.01%
Empower Advisory Group, LLC	6.62K	Jun 30, 26	-437	0.01%
Symmetry Partners, LLC	6.53K	Jun 30, 26	+249	0.01%
Birchwood Financial Partners, Inc.	6.43K	Jun 30, 26	+510	0.01%
Millstone Evans Group, LLC	6.41K	Jun 30, 26	-610	0.01%
Noble Wealth Partners LLC	6.38K	Jun 30, 26	+6.38K	0.01%
Steward Partners Investment Advisory, LLC	6.28K	Jun 30, 26	+482	0.01%
Coston, McIsaac & Partners	6.25K	Jun 30, 26	+640	0.01%
Black Diamond Financial, LLC	6.12K	Jun 30, 26	--	0.01%
Keystone Financial Group	6.10K	Jun 30, 26	+770	0.01%
Sonoma Private Wealth LLC	6.08K	Jun 30, 26	+1.57K	0.01%
COZAD ASSET MANAGEMENT INC	6.05K	Jun 30, 26	-1.46K	0.01%
GenTrust, LLC	6.03K	Jun 30, 26	+13	0.01%
ETF Portfolio Partners, Inc.	6.02K	Jun 30, 26	--	0.01%
Financial Alternatives, Inc	5.95K	Jun 30, 26	+41	0.01%
Firestone Capital Management	5.94K	Jun 30, 26	+12	0.01%
KMG FIDUCIARY PARTNERS, LLC	5.90K	Jun 30, 26	--	0.01%
Badgley Phelps Wealth Managers, LLC	5.88K	Jun 30, 26	--	0.01%
Peirce Capital Management, LLC	5.88K	Jun 30, 26	+2	0.01%
Ellevest, Inc.	5.88K	Jun 30, 26	+965	0.01%
Clearstead Advisors, LLC	5.86K	Jun 30, 26	-6.85K	0.01%
Ameritas Investment Partners, Inc.	5.83K	Jun 30, 26	-82	0.01%
Quantum Financial Planning Services, Inc.	5.82K	Jun 30, 26	+64	0.01%
Ameraudi Asset Management, Inc.	5.79K	Jun 30, 26	--	0.01%
NORTHEAST INVESTMENT MANAGEMENT	5.78K	Jun 30, 26	+216	0.01%
TD Waterhouse Canada Inc.	5.71K	Jun 30, 26	+422	0.01%
Andrews Advisory Associates, LLC	5.68K	Jun 30, 26	--	0.01%
Truepoint, Inc.	5.59K	Jun 30, 26	-1.51K	0.01%
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.	5.59K	Jun 30, 26	+8	0.01%
Vickerman Investment Advisors, Inc.	5.54K	Jun 30, 26	--	0.01%
Capital Analysts, LLC	5.53K	Jun 30, 26	+4.48K	0.01%
Compass Ion Advisors, LLC	5.50K	Jun 30, 26	-561	0.01%
Destination Wealth Management	5.50K	Jun 30, 26	--	0.01%
Gordian Advisors LLC	5.50K	Jun 30, 26	--	0.01%
Capstone Financial Advisors, Inc.	5.50K	Jun 30, 26	-266	0.01%
EFG International AG	5.50K	Jun 30, 26	+2.28K	0.01%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	5.50K	Jun 30, 26	+2.28K	0.01%
Focus Financial Network, Inc.	5.50K	Jun 30, 26	+314	0.01%
Sherman Asset Management, Inc.	5.48K	Jun 30, 26	--	0.01%
JNBA Financial Advisors	5.38K	Jun 30, 26	-243	0.01%
BRIGHTON JONES LLC	5.35K	Jun 30, 26	+72	0.01%
Confluence Wealth Services, Inc.	5.32K	Jun 30, 26	+28	0.01%
PDS Planning, Inc	5.23K	Jun 30, 26	+134	0.01%
AE Wealth Management LLC	5.21K	Jun 30, 26	+2.31K	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	5.08K	Jun 30, 26	+86	0.01%
APPLETON PARTNERS INC/MA	5.05K	Jun 30, 26	--	0.01%
CLUNE & ASSOCIATES, LTD.	4.95K	Jun 30, 26	-848	0.00%
Rossmore Private Capital	4.92K	Jun 30, 26	-73	0.00%
INTEGRAL INVESTMENT ADVISORS, INC.	4.92K	Jun 30, 26	+225	0.00%
MONEY CONCEPTS CAPITAL CORP	4.92K	Jun 30, 26	+81	0.00%
RAM Investment Partners, LLC	4.88K	Jun 30, 26	--	0.00%
Chicago Partners Investment Group LLC	4.83K	Jun 30, 26	-307	0.00%
J.W. COLE ADVISORS, INC.	4.77K	Jun 30, 26	+4.77K	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	4.76K	Jun 30, 26	-23	0.00%
FIRST HAWAIIAN BANK	4.72K	Jun 30, 26	-34	0.00%
Rehmann Capital Advisory Group	4.70K	Jun 30, 26	-110	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	4.68K	Jun 30, 26	-319	0.00%
NORTHSTAR ASSET MANAGEMENT LLC	4.66K	Jun 30, 26	-20	0.00%
SILVERLAKE WEALTH MANAGEMENT LLC	4.65K	Jun 30, 26	+2	0.00%
VSM Wealth Advisory, LLC	4.58K	Jun 30, 26	+5	0.00%
NATIONAL BANK OF CANADA /FI/	4.57K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	4.55K	Jun 30, 26	+3	0.00%
Canopy Partners, LLC	4.51K	Jun 30, 26	+1.71K	0.00%
Goldenstone Wealth Management LLC	4.50K	Jun 30, 26	--	0.00%
LRI Investments, LLC	4.49K	Jun 30, 26	--	0.00%
Sanibel Captiva Trust Company, Inc.	4.45K	Jun 30, 26	--	0.00%
Pinnacle Financial Group, LLC / IL	4.44K	Jun 30, 26	+22	0.00%
Sterling Wealth Management, Inc.	4.44K	Jun 30, 26	+9	0.00%
LexAurum Advisors, LLC	4.44K	Jun 30, 26	-1.53K	0.00%
Integrated Wealth Concepts LLC	4.38K	Jun 30, 26	+535	0.00%
Level Financial Advisors, Inc.	4.22K	Jun 30, 26	--	0.00%
Acropolis Investment Management, LLC	4.22K	Jun 30, 26	--	0.00%
Capital Investment Advisors, LLC	4.19K	Jun 30, 26	-725	0.00%
SAX WEALTH ADVISORS, LLC	4.17K	Jun 30, 26	+4.17K	0.00%
SCHMIDT P J INVESTMENT MANAGEMENT INC	4.17K	Jun 30, 26	-3	0.00%
Vise Technologies, Inc.	4.15K	Jun 30, 26	+2.14K	0.00%
Wood Tarver Financial Group, LLC	4.14K	Jun 30, 26	+137	0.00%
Aureum Wealth Management, LLC	4.10K	Jun 30, 26	-300	0.00%
WNY Asset Management, LLC	4.08K	Jun 30, 26	-4	0.00%
Zhang Financial LLC	4.08K	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	4.07K	Jun 30, 26	-112	0.00%
Wealth Management Strategies, Inc.	4.00K	Jun 30, 26	+25	0.00%
COREPATH WEALTH PARTNERS LLC	4.00K	Jun 30, 26	-69	0.00%
Advisory Services Network, LLC	3.97K	Jun 30, 26	-21	0.00%
Summit Financial, LLC	3.96K	Jun 30, 26	+3.96K	0.00%
FIDUCIARY FINANCIAL GROUP, LLC	3.96K	Jun 30, 26	+440	0.00%
Aspen Capital Management, LLC	3.96K	Jun 30, 26	+8	0.00%
Cardinal Point Capital Management, ULC	3.92K	Jun 30, 26	+963	0.00%
Gladstone Institutional Advisory LLC	3.88K	Jun 30, 26	+31	0.00%
NWF Advisory Services Inc.	3.87K	Jun 30, 26	--	0.00%
Mokosak Advisory Group, LLC	3.87K	Jun 30, 26	+9	0.00%
Sulzberger Capital Advisors, Inc.	3.86K	Jun 30, 26	--	0.00%
ACCESS FINANCIAL SERVICES, INC.	3.84K	Jun 30, 26	--	0.00%
CUTLER INVESTMENT COUNSEL LLC	3.82K	Jun 30, 26	-30	0.00%
Bridgewater Advisors Inc.	3.82K	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	3.82K	Jun 30, 26	-330	0.00%
Peregrine Asset Advisers, Inc.	3.80K	Jun 30, 26	+611	0.00%
Downshift Financial, LLC	3.79K	Jun 30, 26	+8	0.00%
Ally Invest Advisors Inc.	3.78K	Jun 30, 26	-163	0.00%
Ashton Thomas Private Wealth, LLC	3.71K	Jun 30, 26	-1.63K	0.00%
BDFS Capital LLC	3.70K	Jun 30, 26	-125	0.00%
Rollins Financial Advisors, LLC	3.66K	Jun 30, 26	-54	0.00%
Sentinus, LLC	3.65K	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	3.63K	Jun 30, 26	+7	0.00%
PARSONS CAPITAL MANAGEMENT INC/RI	3.61K	Jun 30, 26	+178	0.00%
Five Pine Wealth Management	3.61K	Jun 30, 26	+3	0.00%
Ethic Inc.	3.59K	Jun 30, 26	+3.59K	0.00%
Mengis Capital Management, Inc.	3.57K	Jun 30, 26	+108	0.00%
MSH Capital Advisors LLC	3.53K	Jun 30, 26	--	0.00%
Rice Partnership, LLC	3.50K	Jun 30, 26	-23	0.00%
HEADINVEST, LLC	3.49K	Jun 30, 26	--	0.00%
IBEX WEALTH ADVISORS	3.48K	Jun 30, 26	+9	0.00%
Essential Planning, LLC.	3.47K	Jun 30, 26	+34	0.00%
AAF Wealth Management, LLC	3.46K	Jun 30, 26	-3.34K	0.00%
Old Peak Finance LLC	3.46K	Jun 30, 26	+432	0.00%
Tribridge Partners Financial LLC	3.45K	Jun 30, 26	+7	0.00%
PINNACLE ASSOCIATES LTD	3.43K	Jun 30, 26	+3	0.00%
Five Oceans Advisors	3.42K	Jun 30, 26	--	0.00%
Brio Consultants, LLC	3.41K	Jun 30, 26	+31	0.00%
PRUDENT INVESTORS NETWORK, INC.	3.40K	Jun 30, 26	+3.40K	0.00%
Panoramic Capital Partners, LLC	3.40K	Jun 30, 26	+1	0.00%
DAVENPORT & Co LLC	3.39K	Jun 30, 26	+1.47K	0.00%
Tower Research Capital LLC (TRC)	3.39K	Jun 30, 26	+3.39K	0.00%
Aprio Wealth Management, LLC	3.38K	Jun 30, 26	-82	0.00%
Meridian Financial Partners LLC	3.38K	Jun 30, 26	+213	0.00%
Cornerstone Financial Group, LLC /NE/	3.37K	Jun 30, 26	+7	0.00%
Stonehage Fleming Financial Services Holdings Ltd	3.33K	Jun 30, 26	--	0.00%
Quantum Financial Advisors, LLC	3.32K	Jun 30, 26	--	0.00%
Legacy Capital Wealth Partners, LLC	3.32K	Jun 30, 26	--	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.32K	Jun 30, 26	+3.32K	0.00%
Octavia Wealth Advisors, LLC	3.32K	Jun 30, 26	+240	0.00%
Cascade Investment Advisors, Inc.	3.30K	Jun 30, 26	-2.10K	0.00%
PARK NATIONAL CORP /OH/	3.25K	Jun 30, 26	+494	0.00%
KILEY JUERGENS WEALTH MANAGEMENT, LLC	3.23K	Jun 30, 26	+5	0.00%
BALDWIN BROTHERS LLC/MA	3.22K	Jun 30, 26	+542	0.00%
Parcion Private Wealth LLC	3.19K	Jun 30, 26	--	0.00%
WARNER FINANCIAL, INC	3.17K	Jun 30, 26	+675	0.00%
Hilltop Holdings Inc.	3.16K	Jun 30, 26	--	0.00%
Principle Wealth Partners LLC	3.15K	Jun 30, 26	--	0.00%
Pinnacle Wealth Management Advisory Group, LLC	3.13K	Jun 30, 26	+144	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	3.10K	Jun 30, 26	-89	0.00%
Mutual Advisors, LLC	3.09K	Jun 30, 26	-14	0.00%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	3.08K	Jun 30, 26	--	0.00%
Valeo Financial Advisors, LLC	3.07K	Jun 30, 26	--	0.00%
OPPENHEIMER & CO INC	3.03K	Jun 30, 26	+3.03K	0.00%
Legacy Private Trust Co.	3.02K	Jun 30, 26	-100	0.00%
Sandy Cove Advisors, LLC	3.02K	Jun 30, 26	+3	0.00%
RTD Financial Advisors, Inc.	3.02K	Jun 30, 26	--	0.00%
True North Advisors, LLC	3.02K	Jun 30, 26	+3.02K	0.00%
NCM Capital Management, LLC	3.00K	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	2.98K	Jun 30, 26	-5	0.00%
Prime Capital Investment Advisors, LLC	2.95K	Jun 30, 26	+450	0.00%
Brookstone Capital Management	2.92K	Jun 30, 26	+166	0.00%
Cornerstone Wealth Advisors, Inc.	2.90K	Jun 30, 26	--	0.00%
Blue Zone Wealth Advisors, LLC	2.88K	Jun 30, 26	--	0.00%
NATURAL INVESTMENTS, LLC	2.87K	Jun 30, 26	+530	0.00%
Fiera Capital Corp	2.86K	Jun 30, 26	+6	0.00%
CFS Investment Advisory Services, LLC	2.86K	Jun 30, 26	--	0.00%
Medallion Wealth Advisors, LLC	2.85K	Jun 30, 26	-305	0.00%
Hurley Capital, LLC	2.83K	Jun 30, 26	+2	0.00%
Ignite Planners, LLC	2.81K	Jun 30, 26	--	0.00%
Stonebridge Financial Planning Group, LLC	2.81K	Jun 30, 26	--	0.00%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	2.80K	Jun 30, 26	--	0.00%
Retirement Planning Group	2.76K	Jun 30, 26	+1	0.00%
NOTTINGHAM ADVISORS, INC.	2.75K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	2.73K	Jun 30, 26	-320	0.00%
CAPITAL MANAGEMENT CORP /VA	2.72K	Jun 30, 26	+3	0.00%
J. Mark Nickell & Co.	2.71K	Jun 30, 26	+137	0.00%
RB Capital Management, LLC	2.71K	Jun 30, 26	--	0.00%
FIRST MANHATTAN CO. LLC.	2.71K	Jun 30, 26	--	0.00%
Harbor Asset Planning, Inc.	2.70K	Jun 30, 26	+6	0.00%
Evergreen Wealth Partners LLC	2.69K	Jun 30, 26	+6	0.00%
Fort Sheridan Advisors LLC	2.68K	Jun 30, 26	--	0.00%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	2.68K	Jun 30, 26	-58	0.00%
TOCQUEVILLE ASSET MANAGEMENT L.P.	2.68K	Jun 30, 26	--	0.00%
Plancorp, LLC	2.68K	Jun 30, 26	--	0.00%
Schaeffer Financial LLC	2.67K	Jun 30, 26	+465	0.00%
Financial Futures Ltd Liability Co.	2.62K	Jun 30, 26	-509	0.00%
TCI Wealth Advisors, Inc.	2.61K	Jun 30, 26	--	0.00%
MANCHESTER FINANCIAL INC	2.60K	Jun 30, 26	--	0.00%
RMB Capital Management, LLC	2.59K	Jun 30, 26	--	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2.59K	Jun 30, 26	+2	0.00%
Carr Financial Group Corp	2.57K	Jun 30, 26	+609	0.00%
Sound View Wealth Advisors Group, LLC	2.57K	Jun 30, 26	-79	0.00%
Envestnet Portfolio Solutions, Inc.	2.54K	Jun 30, 26	+744	0.00%
Quent Capital, LLC	2.52K	Jun 30, 26	+106	0.00%
CIBC WORLD MARKET INC.	2.52K	Jun 30, 26	+240	0.00%
IEQ CAPITAL, LLC	2.50K	Jun 30, 26	--	0.00%
LIBERTY WEALTH MANAGEMENT LLC	2.50K	Jun 30, 26	--	0.00%
B & T Capital Management DBA Alpha Capital Management	2.49K	Jun 30, 26	+195	0.00%
Disciplined Investors, L.L.C.	2.48K	Jun 30, 26	+77	0.00%
PW Nova Financial Services LLC	2.48K	Jun 30, 26	+2.48K	0.00%
TRILLIUM ASSET MANAGEMENT, LLC	2.47K	Jun 30, 26	--	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	2.46K	Jun 30, 26	+2.46K	0.00%
First National Advisers, LLC	2.46K	Jun 30, 26	--	0.00%
MBE Wealth Management, LLC	2.46K	Jun 30, 26	+14	0.00%
Brinker Capital Investments, LLC	2.46K	Jun 30, 26	--	0.00%
FC Advisory LLC	2.45K	Jun 30, 26	+37	0.00%
True Link Financial Advisors, LLC	2.44K	Jun 30, 26	-65	0.00%
Diversified Enterprises, LLC	2.40K	Jun 30, 26	-263	0.00%
OPPENHEIMER ASSET MANAGEMENT INC.	2.39K	Jun 30, 26	+290	0.00%
Salus Financial Advisors, LLC	2.39K	Jun 30, 26	-100	0.00%
Everhart Financial Group, Inc.	2.38K	Jun 30, 26	-20	0.00%
Winthrop Advisory Group LLC	2.36K	Jun 30, 26	+2.36K	0.00%
BLUESTEM FINANCIAL ADVISORS, LLC	2.35K	Jun 30, 26	-104	0.00%
Round Rock Advisors, LLC	2.35K	Jun 30, 26	-100	0.00%
First Heartland Consultants, Inc.	2.34K	Jun 30, 26	+2.34K	0.00%
Sowell Financial Services LLC	2.33K	Jun 30, 26	-50	0.00%
HM PAYSON & CO	2.32K	Jun 30, 26	+249	0.00%
NBC SECURITIES, INC.	2.31K	Jun 30, 26	--	0.00%
Dakota Wealth Management	2.30K	Jun 30, 26	--	0.00%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	2.28K	Jun 30, 26	--	0.00%
LongView Wealth Management	2.27K	Jun 30, 26	+4	0.00%
Trust Point Inc.	2.27K	Jun 30, 26	+2.27K	0.00%
Abacus Wealth Partners, LLC	2.25K	Jun 30, 26	--	0.00%
Wolfstich Capital, LLC	2.22K	Jun 30, 26	-574	0.00%
Whitegate Investment Counselors, Inc.	2.21K	Jun 30, 26	-54	0.00%
Dunhill Financial, LLC	2.19K	Jun 30, 26	--	0.00%
Apollon Wealth Management, LLC	2.18K	Jun 30, 26	--	0.00%
Ackerman Capital Advisors, LLC	2.18K	Jun 30, 26	--	0.00%
Tandem Financial, LLC	2.16K	Jun 30, 26	+5	0.00%
Russell Investments Group, Ltd.	2.15K	Jun 30, 26	-2.90K	0.00%
CreativeOne Wealth, LLC	2.15K	Jun 30, 26	+2.15K	0.00%
Reliant Wealth Planning	2.13K	Jun 30, 26	--	0.00%
Investment Advisory Group, LLC	2.10K	Jun 30, 26	--	0.00%
AGF MANAGEMENT LTD	2.10K	Jun 30, 26	-200	0.00%
CONTINUUM WEALTH ADVISORS, LLC	2.10K	Jun 30, 26	+213	0.00%
North Star Investment Management Corp.	2.08K	Jun 30, 26	-72	0.00%
Rathbones Group PLC	2.07K	Jun 30, 26	+2.07K	0.00%
CARDIFF PARK ADVISORS, LLC	2.03K	Jun 30, 26	-459	0.00%
VestGen Advisors, LLC	2.02K	Jun 30, 26	+4	0.00%
Equity Wealth Partners, LLC	2.02K	Jun 30, 26	-5	0.00%
Fiduciary Alliance LLC	2.01K	Jun 30, 26	+2	0.00%
TRITONPOINT WEALTH, LLC	2.01K	Jun 30, 26	--	0.00%
TritonPoint Partners, LLC	2.01K	Jun 30, 26	+2.01K	0.00%
NORRIS PERNE & FRENCH LLP/MI	2.01K	Jun 30, 26	--	0.00%
Evergreen Wealth Solutions, LLC	1.99K	Jun 30, 26	+4	0.00%
Level Wealth Management LLC	1.98K	Jun 30, 26	+5	0.00%
Trek Financial, LLC	1.97K	Jun 30, 26	-289	0.00%
Bouchey Financial Group Ltd	1.95K	Jun 30, 26	+87	0.00%
Cornerstone Advisory, LLC	1.94K	Jun 30, 26	+3	0.00%
HOLLENCREST CAPITAL MANAGEMENT	1.92K	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	1.91K	Jun 30, 26	-1.27K	0.00%
Chesley Taft & Associates LLC	1.90K	Jun 30, 26	+1.90K	0.00%
OXFORD FINANCIAL GROUP LTD	1.90K	Jun 30, 26	-83	0.00%
Carnegie Capital Asset Management, LLC	1.87K	Jun 30, 26	+1.87K	0.00%
Vawter Financial, Ltd.	1.86K	Jun 30, 26	--	0.00%
Ledgewood Wealth Advisors, LLC	1.85K	Jun 30, 26	-134	0.00%
Jacobsen Capital Management	1.85K	Jun 30, 26	+4	0.00%
Legacy Financial Advisors, Inc.	1.84K	Jun 30, 26	-125	0.00%
Momentous Wealth Management, Inc.	1.84K	Jun 30, 26	--	0.00%
VISTA INVESTMENT PARTNERS II, LLC	1.83K	Jun 30, 26	+1.83K	0.00%
OFC FINANCIAL PLANNING, LLC	1.82K	Jun 30, 26	--	0.00%
Martel Wealth Advisors Inc	1.81K	Jun 30, 26	-386	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	1.81K	Jun 30, 26	+1.81K	0.00%
PEAPACK GLADSTONE FINANCIAL CORP	1.80K	Jun 30, 26	+1.80K	0.00%
AVAII WEALTH MANAGEMENT, LLC	1.80K	Jun 30, 26	--	0.00%
Argyle Capital Partners, LLC	1.80K	Jun 30, 26	+1.80K	0.00%
Astra Wealth Partners LLC	1.77K	Jun 30, 26	+1.77K	0.00%
D. E. Shaw & Co., Inc.	1.76K	Jun 30, 26	+1.76K	0.00%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	1.75K	Jun 30, 26	+1.75K	0.00%
Coastal Bridge Advisors, LLC	1.75K	Jun 30, 26	-58	0.00%
Cassilly Financial Group LLC	1.74K	Jun 30, 26	+1.74K	0.00%
Keystone Wealth Services, LLC	1.74K	Jun 30, 26	+1.74K	0.00%
Synergy Financial Group, LTD	1.74K	Jun 30, 26	+1.74K	0.00%
Amplius Wealth Advisors, LLC	1.73K	Jun 30, 26	+1.73K	0.00%
ZENITH SOLUTIONS, INC.	1.73K	Jun 30, 26	+1.73K	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	1.69K	Jun 30, 26	+1.69K	0.00%
DDD Partners, LLC	1.69K	Jun 30, 26	+1.69K	0.00%
Kingsview Wealth Management, LLC	1.66K	Jun 30, 26	+1.66K	0.00%
Partners in Financial Planning	1.66K	Jun 30, 26	+1.66K	0.00%
GGM Financials LLC	1.65K	Jun 30, 26	-7.78K	0.00%
Walkner Condon Financial Advisors LLC	1.64K	Jun 30, 26	+1.64K	0.00%
KEYVANTAGE WEALTH, LLC	1.63K	Jun 30, 26	+1.63K	0.00%
TRUST CO OF VERMONT	1.62K	Jun 30, 26	+1.62K	0.00%
Donalies Financial Planning, LLC	1.62K	Jun 30, 26	+1.62K	0.00%
Atria Investments, Inc	1.62K	Jun 30, 26	+1.62K	0.00%
Connecticut Wealth Management, LLC	1.60K	Jun 30, 26	+1.60K	0.00%
Northern Capital Management, Inc.	1.60K	Jun 30, 26	+1.60K	0.00%
Nadler Financial Group, Inc.	1.60K	Jun 30, 26	-575	0.00%
JSF Financial, LLC	1.60K	Jun 30, 26	+1.60K	0.00%
Covestor Ltd	1.58K	Jun 30, 26	+92	0.00%
BostonPremier Wealth LLC	1.58K	Jun 30, 26	+1.58K	0.00%
W ADVISORS, LLC	1.57K	Jun 30, 26	+1.57K	0.00%
Avidian Wealth Solutions, LLC	1.57K	Jun 30, 26	+1.57K	0.00%
Post Resch Tallon Group Inc.	1.57K	Jun 30, 26	+1.57K	0.00%
Cascade Financial Partners, LLC	1.56K	Jun 30, 26	+1.56K	0.00%
Concord Wealth Partners	1.56K	Jun 30, 26	+1.56K	0.00%
NerdWallet Wealth Partners, LLC	1.55K	Jun 30, 26	+1.55K	0.00%
Krilogy Financial LLC	1.55K	Jun 30, 26	+1.55K	0.00%
MB Generational Wealth, LLC	1.53K	Jun 30, 26	-265	0.00%
Alpha Financial Partners, LLC	1.52K	Jun 30, 26	+1.52K	0.00%
GAMMA Investing LLC	1.44K	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	1.34K	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	1.32K	Jun 30, 26	+1.32K	0.00%
AdvisorNet Financial, Inc	1.32K	Jun 30, 26	+18	0.00%
JFS WEALTH ADVISORS, LLC	1.27K	Jun 30, 26	--	0.00%
EASTERN BANK	1.23K	Jun 30, 26	-51	0.00%
Carolina Wealth Advisors, LLC	1.21K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	1.16K	Jun 30, 26	+280	0.00%
Investors Research Corp	1.14K	Jun 30, 26	+66	0.00%
Graney & King, LLC	1.14K	Jun 30, 26	-270	0.00%
Aptus Capital Advisors, LLC	1.09K	Jun 30, 26	--	0.00%
Gould Capital, LLC	1.09K	Jun 30, 26	+1.09K	0.00%
Strategic Wealth Partners, Ltd.	970	Jun 30, 26	--	0.00%
Frankly Finances, LLC	968	Jun 30, 26	+968	0.00%
RICHARDS, MERRILL & PETERSON, INC.	960	Jun 30, 26	--	0.00%
Capitol Family Office, Inc.	956	Jun 30, 26	+11	0.00%
Fort Vancouver Investment Management, LLC	955	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	943	Jun 30, 26	--	0.00%
SUMITOMO MITSUI FINANCIAL GROUP, INC.	938	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	905	Jun 30, 26	+905	0.00%
Cornerstone Financial Management LLC	875	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	863	Jun 30, 26	-60	0.00%
Abound Wealth Management	859	Jun 30, 26	-16	0.00%
IFG Advisory, LLC	824	Jun 30, 26	+824	0.00%
Winthrop Capital Management, LLC	814	Jun 30, 26	--	0.00%
Caldwell Trust Co	805	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	799	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	795	Jun 30, 26	+795	0.00%
Trust Co	760	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	728	Jun 30, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	725	Jun 30, 26	-770	0.00%
PITTENGER & ANDERSON INC	717	Jun 30, 26	--	0.00%
Piscataqua Savings Bank	711	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	702	Jun 30, 26	+702	0.00%
Richardson Capital Management LLC	689	Jun 30, 26	+2	0.00%
Fortis Group Advisors, LLC	680	Jun 30, 26	--	0.00%
Newton One Investments LLC	678	Jun 30, 26	+158	0.00%
TUCKER ASSET MANAGEMENT LLC	651	Jun 30, 26	+651	0.00%
American Capital Advisory, LLC	625	Jun 30, 26	+323	0.00%
CALDWELL SUTTER CAPITAL, INC.	603	Jun 30, 26	--	0.00%
UNION SAVINGS BANK	586	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	572	Jun 30, 26	-1.16K	0.00%
CBIZ Investment Advisory Services, LLC	504	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	491	Jun 30, 26	--	0.00%
Midway Capital Research & Management	487	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	482	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	482	Jun 30, 26	+482	0.00%
Fairway Wealth LLC	479	Jun 30, 26	+1	0.00%
ASSETMARK, INC	465	Jun 30, 26	+197	0.00%
YANKCOM Partnership	458	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	454	Jun 30, 26	--	0.00%
Pacific Center for Financial Services	444	Jun 30, 26	+1	0.00%
Glen Eagle Advisors, LLC	440	Jun 30, 26	--	0.00%
Roble, Belko & Company, Inc	422	Jun 30, 26	--	0.00%
Aberdeen Wealth Management LLC	411	Jun 30, 26	+411	0.00%
Harborfront Financial Group LLC	395	Jun 30, 26	+395	0.00%
Winch Advisory Services, LLC	387	Jun 30, 26	--	0.00%
Avalon Trust Co	375	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	363	Jun 30, 26	+363	0.00%
Mascoma Wealth Management LLC	355	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	331	Jun 30, 26	-1.62K	0.00%
Gladwyn Financial Advisors, Inc.	330	Jun 30, 26	+1	0.00%
MASECO LLP	314	Jun 30, 26	--	0.00%
Westend Capital Management, LLC	310	Jun 30, 26	-161	0.00%
Quaker Wealth Management, LLC	309	Jun 30, 26	--	0.00%
SHP Wealth Management	307	Jun 30, 26	--	0.00%
DT Investment Partners, LLC	301	Jun 30, 26	+13	0.00%
SIGNATUREFD, LLC	298	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	297	Jun 30, 26	+59	0.00%
HANTZ FINANCIAL SERVICES, INC.	281	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	266	Jun 30, 26	--	0.00%
Glassman Wealth Services	260	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	243	Jun 30, 26	+17	0.00%
Operose Advisors LLC	233	Jun 30, 26	--	0.00%
Breakwater Investment Management	229	Jun 30, 26	--	0.00%
TOTH FINANCIAL ADVISORY CORP	227	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	223	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	217	Jun 30, 26	--	0.00%
Archer Investment Corp	201	Jun 30, 26	+75	0.00%
Navigoe, LLC	200	Jun 30, 26	--	0.00%
Evolution Advisers, Inc.	199	Jun 30, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	190	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	187	Jun 30, 26	--	0.00%
Seneschal Advisors, LLC	175	Jun 30, 26	+175	0.00%
NVWM, LLC	166	Jun 30, 26	--	0.00%
ACIMA PRIVATE WEALTH, LLC	158	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	152	Jun 30, 26	--	0.00%
StrongBox Wealth, LLC	149	Jun 30, 26	+149	0.00%
BFSG, LLC	148	Jun 30, 26	--	0.00%
TIAA Wealth Investment Management LLC	130	Jun 30, 26	-380	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	125	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	115	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	114	Jun 30, 26	-19	0.00%
Institute for Wealth Management, LLC.	100	Jun 30, 26	+100	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	100	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	93	Jun 30, 26	+1	0.00%
ALBION FINANCIAL GROUP /UT	85	Jun 30, 26	-4.87K	0.00%
Bernard Wealth Management Corp.	80	Jun 30, 26	--	0.00%
CX Institutional	77	Jun 30, 26	+77	0.00%
Financial Avengers, Inc.	75	Jun 30, 26	--	0.00%
Sage Mountain Advisors LLC	74	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	61	Jun 30, 26	--	0.00%
Evelyn Partners Group Ltd	56	Jun 30, 26	+56	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	49	Jun 30, 26	--	0.00%
Tidemark, LLC	43	Jun 30, 26	--	0.00%
Tower View Investment Management & Research LLC	42	Jun 30, 26	--	0.00%
Olistico Wealth, LLC	29	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	23	Jun 30, 26	--	0.00%
WPG Advisers, LLC	20	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	20	Jun 30, 26	--	0.00%
3Chopt Investment Partners, LLC	13	Jun 30, 26	-1	0.00%
Strategic Investment Solutions, Inc. /IL	12	Jun 30, 26	--	0.00%
Financial Life Planners	10	Jun 30, 26	--	0.00%
TSFG, LLC	4	Jun 30, 26	+4	0.00%
Kilter Group LLC	3	Jun 30, 26	--	0.00%
Triumph Capital Management	3	Jun 30, 26	--	0.00%
RMG Wealth Management LLC	1	Jun 30, 26	--	0.00%
Rossby Financial, LCC	1	Jun 30, 26	-364	0.00%
EVOKE WEALTH, LLC	--	Jun 30, 26	-66.70K	--
Atlantic Union Bankshares Corp	--	Jun 30, 26	-51	--
Dogwood Wealth Management LLC	--	Jun 30, 26	-6	--
Strategic Financial Planning, Inc.	--	Jun 30, 26	-21.24K	--
Western Wealth Management, LLC	--	Jun 30, 26	-625	--
Scarborough Advisors, LLC	--	Jun 30, 26	-1.48K	--
Antonelli Financial Advisors, LLC	--	Jun 30, 26	-3.30K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-42	--
Per Stirling Capital Management, LLC.	--	Jun 30, 26	-4.69K	--
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-3.24K	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-100	--
Aviso Financial Inc.	--	Jun 30, 26	-205	--
Sage Advisory Services, Ltd.Co.	--	Jun 30, 26	-8.30K	--
MEMBERS WEALTH LLC	--	Jun 30, 26	-2.03K	--
Marks Group Wealth Management, Inc	--	Jun 30, 26	-2.29K	--
Your Advocates Ltd., LLP	--	Jun 30, 26	-1	--
M Holdings Securities, Inc.	--	Jun 30, 26	-11.35K	--
Root Financial Partners, LLC	--	Jun 30, 26	-141	--
WFA of San Diego, LLC	--	Jun 30, 26	-807	--
PHILLIPS FINANCIAL MANAGEMENT, LLC	--	Jun 30, 26	-347	--
Independent Advisor Alliance	--	Jun 30, 26	-2.71K	--
Belpointe Asset Management LLC	--	Jun 30, 26	-2.94K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-1.09K	--
SEEDS INVESTOR LLC	--	Jun 30, 26	-9.73K	--
MCCARTER PRIVATE WEALTH SERVICES LLC	--	Jun 30, 26	-2.94K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1.12K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-2.69K	--
EVERMAY WEALTH MANAGEMENT LLC	--	Jun 30, 26	-2.42K	--
Fortis Capital Advisors, LLC	--	Jun 30, 26	-2.94K	--
Leo Wealth, LLC	692.53K	Mar 31, 26	-1.64K	0.69%
Mill Creek Capital Advisors, LLC	173.35K	Mar 31, 26	+10.23K	0.17%
Financial Connections Group, Inc.	166.59K	Mar 31, 26	-8.11K	0.17%
Charter Oak Capital Management, LLC	52.58K	Mar 31, 26	-395	0.05%
CWM, LLC	13.49K	Mar 31, 26	+167	0.01%
Fortress Financial Solutions, LLC	9.61K	Mar 31, 26	+435	0.01%
Skopos Labs, Inc.	7.96K	Mar 31, 26	-1.02K	0.01%
Cherry Tree Wealth Management, LLC	7.80K	Mar 31, 26	-67	0.01%
FRG Family Wealth Advisors LLC	5.88K	Mar 31, 26	--	0.01%
Pathfinder Wealth Consulting, Inc.	4.61K	Mar 31, 26	--	0.00%
Northeast Financial Group, Inc.	3.47K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	2.23K	Mar 31, 26	+133	0.00%
SMITH CHAS P & ASSOCIATES PA CPAS	1.96K	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	1.63K	Mar 31, 26	--	0.00%
North Ridge Wealth Advisors, Inc.	322	Mar 31, 26	--	0.00%
Evelyn Partners Asset Management Ltd	56	Mar 31, 26	+56	0.00%
Anchor Investment Management, LLC	50	Mar 31, 26	--	0.00%
VANGUARD GROUP INC	3.61M	Dec 31, 25	+126.19K	3.61%
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%
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%
Ransom Advisory, Ltd	450	Dec 31, 25	+450	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	0.27%
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	0.02%
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	0.01%
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	0.04%
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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Date

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% Held

VANGUARD ADVISERS INC

3.84M

Jun 30, 26

+141.98K

3.84%

Wealthfront Advisers LLC

1.82M

Jun 30, 26

+29.01K

1.82%

MORGAN STANLEY

1.72M

Jun 30, 26

+41.42K

1.72%

Creative Planning

1.47M

Jun 30, 26

+7.47K

1.47%

VISA FOUNDATION

1.10M

Jun 30, 26

-75.50K

1.10%

RAYMOND JAMES FINANCIAL INC

667.95K

Jun 30, 26

+3.37K

0.67%

Betterment LLC

596.07K

Jun 30, 26

-8.99K

0.60%

BANK OF AMERICA CORP /DE/

573.33K

Jun 30, 26

-4.44K

0.57%

Stanich Group LLC

551.41K

Jun 30, 26

+23.79K

0.55%

IMPACTfolio, LLC

499.44K

Jun 30, 26

-290

0.50%

ROYAL BANK OF CANADA

487.15K

Jun 30, 26

+27.90K

0.49%

Baird Financial Group, Inc.

442.53K

Jun 30, 26

+13.81K

0.44%

Apella Capital, LLC

415.25K

Jun 30, 26

+1.54K

0.42%

SCS Capital Management LLC

391.19K

Jun 30, 26

+652

0.39%

Crewe Advisors LLC

364.66K

Jun 30, 26

+79

0.36%

IMA Wealth, Inc.

349.46K

Jun 30, 26

+76.51K

0.35%

Platt Investment Counsel, LLC

348.83K

Jun 30, 26

+1.62K

0.35%

Facet Wealth, Inc.

347.43K

Jun 30, 26

-11.92K

0.35%

MATHER GROUP, LLC.

321.87K

Jun 30, 26

+31.48K

0.32%

Sellwood Consulting LLC

314.33K

Jun 30, 26

-21.08K

0.31%

JONES FINANCIAL COMPANIES LLLP

290.73K

Jun 30, 26

+24.94K

0.29%

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje

289.37K

Jun 30, 26

+289.37K

0.29%

LPL Financial LLC

273.95K

Jun 30, 26

+13.44K

0.27%

Verde Capital Management

268.93K

Jun 30, 26

-338.21K

0.27%

GOLDMAN SACHS GROUP INC

249.83K

Jun 30, 26

+3.17K

0.25%

FRANKLIN RESOURCES INC

246.82K

Jun 30, 26

+3.64K

0.25%

AMERIPRISE FINANCIAL INC

245.10K

Jun 30, 26

-10.00K

0.25%

Garde Capital, Inc.

234.93K

Jun 30, 26

-2.82K

0.24%

Angeles Investment Advisors, LLC

230.84K

Jun 30, 26

+44.20K

0.23%

UBS Group AG

230.30K

Jun 30, 26

-26.79K

0.23%

ENVESTNET ASSET MANAGEMENT INC

230.22K

Jun 30, 26

-10.55K

0.23%

Hanson & Doremus Investment Management

227.64K

Jun 30, 26

-212

0.23%

Cerity Partners LLC

225.46K

Jun 30, 26

-1.65K

0.23%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

205.82K

Jun 30, 26

+142.19K

0.21%

Mariner, LLC

203.10K

Jun 30, 26

+24.78K

0.20%

Cedar Wealth Management, LLC

202.19K

Jun 30, 26

-79

0.20%

Financial Network Wealth Management LLC

192.91K

Jun 30, 26

+7.66K

0.19%

BANK OF MONTREAL /CAN/

191.84K

Jun 30, 26

+1.65K

0.19%

Gemmer Asset Management LLC

183.34K

Jun 30, 26

-284

0.18%

Soundwatch Capital LLC

181.43K

Jun 30, 26

+142.33K

0.18%

TCG Advisory Services, LLC

171.32K

Jun 30, 26

+231

0.17%

CIBC Bancorp USA Inc.

170.36K

Jun 30, 26

+83.73K

0.17%

HighTower Advisors, LLC

165.54K

Jun 30, 26

+2.14K

0.17%

Dundas Partners LLP

164.89K

Jun 30, 26

+164.89K

0.16%

Adviser Investments LLC

164.39K

Jun 30, 26

+494

0.16%

REGATTA CAPITAL GROUP, LLC

163.72K

Jun 30, 26

+3.32K

0.16%

LifeGuide Financial Advisors, LLC

161.66K

Jun 30, 26

+6.01K

0.16%

COMMONWEALTH EQUITY SERVICES, LLC

149.05K

Jun 30, 26

-4.29K

0.15%

Human Investing LLC

148.49K

Jun 30, 26

-2.98K

0.15%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

145.13K

Jun 30, 26

-2.97K

0.15%

Orgel Wealth Management, LLC

143.19K

Jun 30, 26

+5.05K

0.14%

Caprock Group, LLC

139.95K

Jun 30, 26

+4.05K

0.14%

Prime Buchholz LLC

135.62K

Jun 30, 26

+42.95K

0.14%

Beacon Pointe Advisors, LLC

134.19K

Jun 30, 26

+10.88K

0.13%

Colony Group, LLC

133.55K

Jun 30, 26

-2.77K

0.13%

Harpswell Capital Advisors, LLC

129.45K

Jun 30, 26

+900

0.13%

Diversified Portfolios, Inc.

121.50K

Jun 30, 26

-9.01K

0.12%

MERCER GLOBAL ADVISORS INC /ADV

117.58K

Jun 30, 26

+38.83K

0.12%

Miracle Mile Advisors, LLC

117.35K

Jun 30, 26

-3.44K

0.12%

One Day In July LLC

112.96K

Jun 30, 26

+1.21K

0.11%

Cambridge Investment Research Advisors, Inc.

107.99K

Jun 30, 26

-6.36K

0.11%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

106.89K

Jun 30, 26

+198

0.11%

TIAA TRUST, NATIONAL ASSOCIATION

106.69K

Jun 30, 26

+106.64K

0.11%

CARY STREET PARTNERS FINANCIAL LLC

103.43K

Jun 30, 26

0.10%

BAILARD, INC.

102.97K

Jun 30, 26

+88.81K

0.10%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

101.46K

Jun 30, 26

-111.27K

0.10%

SageView Advisory Group, LLC

100.08K

Jun 30, 26

+1.13K

0.10%

Farrell Financial LLC

98.03K

Jun 30, 26

-697

0.10%

Cresset Asset Management, LLC

92.94K

Jun 30, 26

-20

0.09%

Sanchez Levi Garrett

92.13K

Jun 30, 26

+1.21K

0.09%

BLAIR WILLIAM & CO/IL

91.22K

Jun 30, 26

+8.09K

0.09%

Pathstone Holdings, LLC

83.83K

Jun 30, 26

+2.60K

0.08%

AMG National Trust Bank

83.47K

Jun 30, 26

-3.80K

0.08%

WELLS FARGO & COMPANY/MN

82.86K

Jun 30, 26

+8.28K

0.08%

Boston Standard Wealth Management, LLC

79.95K

Jun 30, 26

+774

0.08%

TWIN FOCUS CAPITAL PARTNERS, LLC

77.10K

Jun 30, 26

0.08%

V-Square Quantitative Management LLC

77.00K

Jun 30, 26

+77.00K

0.08%

MAI Capital Management

76.48K

Jun 30, 26

+67.11K

0.08%

ADVISOR GROUP HOLDINGS, INC.

73.52K

Jun 30, 26

+8.35K

0.07%

ST GERMAIN D J CO INC

72.11K

Jun 30, 26

+855

0.07%

JPMORGAN CHASE & CO

67.59K

Jun 30, 26

+3.73K

0.07%

Relyea Zuckerberg Hanson LLC

66.57K

Jun 30, 26

-2.58K

0.07%

Cartesian Growth Corp

64.13K

Jun 30, 26

+57.05K

0.06%

NORTHERN TRUST CORP

63.46K

Jun 30, 26

+43.47K

0.06%

Pearl Planning LLC

60.62K

Jun 30, 26

+1.99K

0.06%

Cetera Investment Advisers

60.05K

Jun 30, 26

-580

0.06%

BSW Wealth Partners

59.24K

Jun 30, 26

-358

0.06%

New Covenant Trust Company, N.A.

57.49K

Jun 30, 26

-11.08K

0.06%

Financial Engines Advisors L.L.C.

56.69K

Jun 30, 26

-2.47K

0.06%

RAFFA WEALTH MANAGEMENT, LLC

54.76K

Jun 30, 26

+117

0.05%

Banco Santander, S.A.

54.06K

Jun 30, 26

+10.56K

0.05%

LIBRA WEALTH LLC

53.48K

Jun 30, 26

-42

0.05%

Paragon Capital Management Ltd

52.72K

Jun 30, 26

+112

0.05%

BARTLETT & CO. WEALTH MANAGEMENT LLC

51.10K

Jun 30, 26

0.05%

Palisades Hudson Asset Management, L.P.

50.85K

Jun 30, 26

+4.20K

0.05%

MISSION WEALTH MANAGEMENT, LP

48.55K

Jun 30, 26

+23.72K

0.05%

Atlas Legacy Advisors, LLC

47.90K

Jun 30, 26

+304

0.05%

EQ LLC

47.21K

Jun 30, 26

-3.11K

0.05%

White Lighthouse Investment Management Inc.

47.05K

Jun 30, 26

+428

0.05%

US BANCORP \DE\

46.83K

Jun 30, 26

+125

0.05%

D.A. DAVIDSON & CO.

46.21K

Jun 30, 26

-994

0.05%

BRANDYWINE OAK PRIVATE WEALTH LLC

45.51K

Jun 30, 26

-978

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

43.45K

Jun 30, 26

+43.45K

0.04%

Westfuller Advisors, LLC

42.01K

Jun 30, 26

+16.15K

0.04%

Atlantic Private Wealth, LLC

40.21K

Jun 30, 26

-2.88K

0.04%

PFG Investments, LLC

39.42K

Jun 30, 26

+2.44K

0.04%

CI Private Wealth, LLC

38.81K

Jun 30, 26

-304

0.04%

Freestone Capital Holdings, LLC

38.63K

Jun 30, 26

+177

0.04%

GOULD ASSET MANAGEMENT LLC /CA/

38.53K

Jun 30, 26

-385

0.04%

Private Advisor Group, LLC

38.47K

Jun 30, 26

+4.77K

0.04%

Sageworth Trust Co

38.03K

Jun 30, 26

+421

0.04%

HARBOUR INVESTMENTS, INC.

38.03K

Jun 30, 26

+1.25K

0.04%

MML INVESTORS SERVICES, LLC

37.58K

Jun 30, 26

+4.45K

0.04%

CHOREO, LLC

36.28K

Jun 30, 26

+3.44K

0.04%

Ashford Advisors, LLC

35.90K

Jun 30, 26

0.04%

Farther Finance Advisors, LLC

35.52K

Jun 30, 26

-310

0.04%

Brooklyn FI, LLC

35.30K

Jun 30, 26

0.04%

New England Private Wealth Advisors LLC

34.49K

Jun 30, 26

-2.01K

0.03%

Stonehearth Capital Management, LLC

34.23K

Jun 30, 26

-1.40K

0.03%

FIRST HORIZON CORP

33.94K

Jun 30, 26

0.03%

Haverford Trust Co

33.05K

Jun 30, 26

+3.75K

0.03%

Lido Advisors, LLC

32.34K

Jun 30, 26

-449

0.03%

RETIREMENT CAPITAL STRATEGIES

32.33K

Jun 30, 26

+29

0.03%

Well Done, LLC

32.25K

Jun 30, 26

0.03%

McClarren Financial Advisors, Inc.

31.29K

Jun 30, 26

-3.06K

0.03%

Koshinski Asset Management, Inc.

30.55K

Jun 30, 26

-1.08K

0.03%

CITIGROUP INC

30.53K

Jun 30, 26

+12.64K

0.03%

Ballentine Partners, LLC

30.31K

Jun 30, 26

0.03%

Vanguard National Trust Co

29.93K

Jun 30, 26

0.03%

Valmark Advisers, Inc.

29.86K

Jun 30, 26

-115

0.03%

Trademark Financial Management, LLC

29.58K

Jun 30, 26

-551

0.03%

FMR LLC

29.29K

Jun 30, 26

+3.90K

0.03%

Mallini Complete Financial Planning LLC

29.15K

Jun 30, 26

-225

0.03%

WHITTIER TRUST CO

28.59K

Jun 30, 26

0.03%

Modera Wealth Management, LLC

28.11K

Jun 30, 26

0.03%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

27.12K

Jun 30, 26

+81

0.03%

Affinity Capital Advisors, LLC

26.15K

Jun 30, 26

-729

0.03%

Hamrick Investment Counsel, llc

26.08K

Jun 30, 26

-1.96K

0.03%

PENNINGTON PARTNERS & CO., LLC

26.07K

Jun 30, 26

0.03%

NewEdge Advisors, LLC

25.54K

Jun 30, 26

+543

0.03%

Topel & Distasi Wealth Management, LLC

25.29K

Jun 30, 26

+89

0.03%

Wealth Group Ltd

25.26K

Jun 30, 26

+139

0.03%

FIDUCIARY TRUST CO

24.73K

Jun 30, 26

-151

0.02%

STIFEL FINANCIAL CORP

24.72K

Jun 30, 26

-484

0.02%

DAVIS R M INC

24.66K

Jun 30, 26

+481

0.02%

Fingerlakes Wealth Management, Inc.

24.64K

Jun 30, 26

+1.98K

0.02%

BlackRock, Inc.

24.22K

Jun 30, 26

+14.70K

0.02%

Savant Capital, LLC

24.00K

Jun 30, 26

+9.85K

0.02%

Strategic Point Investment Advisors, LLC

23.88K

Jun 30, 26

+170

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.24K

Jun 30, 26

+1.18K

0.02%

CGN Advisors LLC

23.24K

Jun 30, 26

-1.91K

0.02%

GPWM LLC

23.08K

Jun 30, 26

+677

0.02%

Bank of New York Mellon Corp

22.93K

Jun 30, 26

-38.57K

0.02%

Armbruster Capital Management, Inc.

22.53K

Jun 30, 26

+36

0.02%

PROFFITT & GOODSON INC

22.27K

Jun 30, 26

+401

0.02%

EP Wealth Advisors, LLC

22.19K

Jun 30, 26

0.02%

WHITTIER TRUST CO OF NEVADA INC

21.92K

Jun 30, 26

+4.36K

0.02%

Fairlight Advisors

21.52K

Jun 30, 26

+21.52K

0.02%

Davis Wealth Advisors, LLC

21.48K

Jun 30, 26

-71

0.02%

Prospera Capital Management, LLC

21.26K

Jun 30, 26

+21.26K

0.02%

Clarity Asset Management, Inc.

21.25K

Jun 30, 26

+720

0.02%

Perigon Wealth Management, LLC

20.86K

Jun 30, 26

+38

0.02%

XY Planning Network, Inc.

20.81K

Jun 30, 26

+20.81K

0.02%

Sequoia Financial Advisors, LLC

20.67K

Jun 30, 26

-3.99K

0.02%

TRUIST FINANCIAL CORP

20.07K

Jun 30, 26

-115

0.02%

MAYPORT, LLC

19.94K

Jun 30, 26

-386

0.02%

NewEdge Wealth, LLC

19.72K

Jun 30, 26

+103

0.02%

Bell Investment Advisors, Inc

19.61K

Jun 30, 26

+85

0.02%

Glenview Trust Co

19.03K

Jun 30, 26

-268

0.02%

Summit Wealth Group, LLC

19.01K

Jun 30, 26

-181

0.02%

Wedmont Private Capital

18.59K

Jun 30, 26

+22

0.02%

West Financial Advisors, LLC

18.39K

Jun 30, 26

-274

0.02%

Laurel Wealth Planning LLC

18.24K

Jun 30, 26

-1.15K

0.02%

EQUITABLE TRUST CO

18.15K

Jun 30, 26

-374

0.02%

Arjuna Capital

18.12K

Jun 30, 26

+643

0.02%

Quantinno Capital Management LP

18.03K

Jun 30, 26

+18.03K

0.02%

WEBSTER BANK, N. A.

17.90K

Jun 30, 26

-1.00K

0.02%

SAPIENT CAPITAL LLC

17.09K

Jun 30, 26

0.02%

Tortoise Investment Management, LLC

17.08K

Jun 30, 26

-443

0.02%

Cornerstone Wealth Management, LLC

17.00K

Jun 30, 26

-93

0.02%

Parallel Advisors, LLC

16.95K

Jun 30, 26

-407

0.02%

Thayer Partners, LLC / MA

16.49K

Jun 30, 26

+25

0.02%

WealthCollab, LLC

16.38K

Jun 30, 26

0.02%

Mesirow Financial Investment Management, Inc.

16.28K

Jun 30, 26

+48

0.02%

EVERETT HARRIS & CO /CA/

16.00K

Jun 30, 26

0.02%

Neuberger Berman Group LLC

15.93K

Jun 30, 26

+515

0.02%

Buckingham Strategic Partners

15.78K

Jun 30, 26

+5.32K

0.02%

UMB Bank, n.a.

15.56K

Jun 30, 26

0.02%

Wingate Wealth Advisors, Inc.

15.46K

Jun 30, 26

+911

0.02%

Skyline Advisors, Inc.

15.34K

Jun 30, 26

-1.08K

0.02%

Robertson Stephens Wealth Management, LLC

15.12K

Jun 30, 26

-1

0.02%

Wealth Analytics Partners, LLC

15.00K

Jun 30, 26

-29

0.02%

M&T BANK CORP

14.97K

Jun 30, 26

0.01%

BROWN ADVISORY INC

14.81K

Jun 30, 26

-506

0.01%

Scott Capital Advisors, LLC

14.61K

Jun 30, 26

+574

0.01%

Silver Oak Advisory Group, Inc.

14.60K

Jun 30, 26

-427

0.01%

Sanctuary Advisors, LLC

14.50K

Jun 30, 26

+194

0.01%

Rock Point Advisors, LLC

14.50K

Jun 30, 26

+735

0.01%

Farnam Financial LLC

14.31K

Jun 30, 26

-1.31K

0.01%

Burkett Asset Management Ltd

14.25K

Jun 30, 26

0.01%

PENOBSCOT WEALTH MANAGEMENT

14.12K

Jun 30, 26

+4.03K

0.01%

Johnson Bixby & Associates, LLC

14.11K

Jun 30, 26

-340

0.01%

Smithfield Trust Co

14.11K

Jun 30, 26

-382

0.01%

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

14.03K

Jun 30, 26

+66

0.01%

Vermillion & White Wealth Management Group, LLC

13.76K

Jun 30, 26

0.01%

Ervin Investment Management, LLC

13.69K

Jun 30, 26

+860

0.01%

BRYN MAWR TRUST Co

13.43K

Jun 30, 26

-1.94K

0.01%

McLean Asset Management Corp

13.30K

Jun 30, 26

+713

0.01%

Joel Isaacson & Co., LLC

13.20K

Jun 30, 26

+83

0.01%

Values Added Financial LLC

13.18K

Jun 30, 26

-938

0.01%

Merit Financial Group, LLC

13.18K

Jun 30, 26

-983

0.01%

Weil Company, Inc.

13.10K

Jun 30, 26

-650

0.01%

Allworth Financial LP

12.96K

Jun 30, 26

+3.21K

0.01%

Shepherd Financial Partners LLC

12.93K

Jun 30, 26

0.01%

Fifth Third Wealth Advisors LLC

12.90K

Jun 30, 26

+325

0.01%

Snowden Capital Advisors LLC

12.76K

Jun 30, 26

+146

0.01%

Northland Capital Management LLC

12.75K

Jun 30, 26

-3.60K

0.01%

MARINO, STRAM & ASSOCIATES LLC

12.62K

Jun 30, 26

+253

0.01%

Towerpoint Wealth, LLC

12.59K

Jun 30, 26

+43

0.01%

Federation des caisses Desjardins du Quebec

12.46K

Jun 30, 26

+380

0.01%

Selective Wealth Management, Inc.

12.45K

Jun 30, 26

-1.15K

0.01%

Napier Financial, LLC

12.44K

Jun 30, 26

+145

0.01%

Atomi Financial Group, Inc.

12.42K

Jun 30, 26

+638

0.01%

OKABENA INVESTMENT SERVICES INC

12.34K

Jun 30, 26

+87

0.01%

BEACON FINANCIAL PLANNING, INC

12.28K

Jun 30, 26

+26

0.01%

Pine Harbor Wealth Management, LLC

12.06K

Jun 30, 26

-310

0.01%

Waverly Advisors, LLC

12.00K

Jun 30, 26

+2.61K

0.01%

NATIXIS ADVISORS, L.P.

11.76K

Jun 30, 26

+11.76K

0.01%

DeDora Capital, Inc.

11.63K

Jun 30, 26

+9.41K

0.01%

Arbor Investment Advisors, LLC

11.44K

Jun 30, 26

+22

0.01%

NOVARE CAPITAL MANAGEMENT LLC

11.28K

Jun 30, 26

+125

0.01%

Bell Bank

11.17K

Jun 30, 26

-70

0.01%

Chemistry Wealth Management LLC

10.83K

Jun 30, 26

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

10.71K

Jun 30, 26

-1.68K

0.01%

Balanced Rock Investment Advisor

10.70K

Jun 30, 26

-720

0.01%

CAHILL FINANCIAL ADVISORS INC

10.57K

Jun 30, 26

-233

0.01%

Addison Advisors LLC

10.31K

Jun 30, 26

-7.13K

0.01%

Brickley Wealth Management

10.23K

Jun 30, 26

-181

0.01%

RENAISSANCE TECHNOLOGIES LLC

10.20K

Jun 30, 26

+10.20K

0.01%

Xena Financial Planning, LLC

10.12K

Jun 30, 26

+167

0.01%

Stratos Wealth Partners, LTD.

10.11K

Jun 30, 26

+256

0.01%

NWAM LLC

10.04K

Jun 30, 26

+8.08K

0.01%

Joel Adams & Associates, Inc.

9.88K

Jun 30, 26

-327

0.01%

Midwest Trust Co

9.84K

Jun 30, 26

+2.01K

0.01%

Wealthspire Advisors, LLC

9.83K

Jun 30, 26

+574

0.01%

FORVIS Wealth Advisors, LLC

9.79K

Jun 30, 26

+358

0.01%

Family CFO Inc

9.68K

Jun 30, 26

+314

0.01%

Jefferies Financial Group Inc.

9.68K

Jun 30, 26

+17

0.01%

Bragg Financial Advisors, Inc

9.56K

Jun 30, 26

-256

0.01%

AQR CAPITAL MANAGEMENT LLC

9.44K

Jun 30, 26

+580

0.01%

Central Pacific Bank - Trust Division

9.41K

Jun 30, 26

0.01%

ANB BANK

9.32K

Jun 30, 26

-9

0.01%

Pensionmark Financial Group, LLC

9.29K

Jun 30, 26

-150

0.01%

Townsend Financial Planning, LLC

9.23K

Jun 30, 26

-616

0.01%

IFG Advisors, LLC

9.21K

Jun 30, 26

+212

0.01%

Larson Financial Group LLC

9.15K

Jun 30, 26

-875

0.01%

Greenspring Advisors, LLC

9.13K

Jun 30, 26

0.01%

PFG Advisors

9.07K

Jun 30, 26

+30

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

8.93K

Jun 30, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

8.88K

Jun 30, 26

+973

0.01%

SFM, LLC

8.86K

Jun 30, 26

-33

0.01%

Continuum Advisory, LLC

8.83K

Jun 30, 26

+5.89K

0.01%

Van Hulzen Asset Management, LLC

8.82K

Jun 30, 26

+1.21K

0.01%

ZEVIN ASSET MANAGEMENT LLC

8.81K

Jun 30, 26

-27

0.01%

Nuveen, LLC

8.73K

Jun 30, 26

+8.73K

0.01%

PRESILIUM PRIVATE WEALTH, LLC

8.73K

Jun 30, 26

-40

0.01%

My Personal CFO, LLC

8.70K

Jun 30, 26

0.01%

Savvy Advisors, Inc.

8.63K

Jun 30, 26

-247

0.01%

LANDAAS & CO /WI /ADV

8.62K

Jun 30, 26

0.01%

Avantax Planning Partners, Inc.

8.60K

Jun 30, 26

+2.02K

0.01%

Passive Capital Management, LLC.

8.52K

Jun 30, 26

+118

0.01%

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

8.47K

Jun 30, 26

-2.33K

0.01%

Sageworth Trust Co of South Dakota

8.40K

Jun 30, 26

-538

0.01%

Janney Montgomery Scott LLC

8.39K

Jun 30, 26

+34

0.01%

HBK Sorce Advisory LLC

8.34K

Jun 30, 26

-43

0.01%

TRUEFG, LLC

8.29K

Jun 30, 26

-139

0.01%

WEDBUSH SECURITIES INC

8.27K

Jun 30, 26

-1.00K

0.01%

THOMPSON DAVIS & CO., INC.

8.12K

Jun 30, 26

0.01%

Kestra Advisory Services, LLC

8.07K

Jun 30, 26

-14

0.01%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

7.87K

Jun 30, 26

+619

0.01%

Concurrent Investment Advisors, LLC

7.86K

Jun 30, 26

+6.04K

0.01%

CJM Wealth Advisers, Ltd.

7.85K

Jun 30, 26

-17

0.01%

Main Street Financial Solutions, LLC

7.81K

Jun 30, 26

-334

0.01%

Rockbridge Investment Management, LCC

7.70K

Jun 30, 26

+109

0.01%

GOLDEN ROAD ADVISORS LLC

7.55K

Jun 30, 26

-129

0.01%

CM WEALTH ADVISORS LLC

7.55K

Jun 30, 26

0.01%

Winter & Associates, Inc.

7.53K

Jun 30, 26

+5.13K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

7.44K

Jun 30, 26

+2.20K

0.01%

Tradition Wealth Management, LLC

7.44K

Jun 30, 26

-275

0.01%

CHERRYDALE WEALTH MANAGEMENT, LLC

7.41K

Jun 30, 26

-121

0.01%

TPG Financial Advisors, LLC

7.40K

Jun 30, 26

+728

0.01%

Csenge Advisory Group

7.37K

Jun 30, 26

+15

0.01%

May Hill Capital, LLC

7.31K

Jun 30, 26

0.01%

Dynamic Advisor Solutions LLC

7.21K

Jun 30, 26

+55

0.01%

Milestone Investment Advisors LLC

7.20K

Jun 30, 26

-37

0.01%

PECAUT & CO.

7.12K

Jun 30, 26

-229

0.01%

Equitable Holdings, Inc.

7.08K

Jun 30, 26

-48

0.01%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

6.95K

Jun 30, 26

0.01%

Princeton Global Asset Management LLC

6.93K

Jun 30, 26

+379

0.01%

CURIO WEALTH, LLC

6.80K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

6.78K

Jun 30, 26

+1.91K

0.01%

BRADLEY FOSTER & SARGENT INC/CT

6.77K

Jun 30, 26

0.01%

Weinberger Asset Management, Inc

6.76K

Jun 30, 26

+156

0.01%

Abacus Planning Group, Inc.

6.71K

Jun 30, 26

0.01%

Cadia Private Client LLC

6.70K

Jun 30, 26

+10

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

6.67K

Jun 30, 26

-1.25K

0.01%

Empower Advisory Group, LLC

6.62K

Jun 30, 26

-437

0.01%

Symmetry Partners, LLC

6.53K

Jun 30, 26

+249

0.01%

Birchwood Financial Partners, Inc.

6.43K

Jun 30, 26

+510

0.01%

Millstone Evans Group, LLC

6.41K

Jun 30, 26

-610

0.01%

Noble Wealth Partners LLC

6.38K

Jun 30, 26

+6.38K

0.01%

Steward Partners Investment Advisory, LLC

6.28K

Jun 30, 26

+482

0.01%

Coston, McIsaac & Partners

6.25K

Jun 30, 26

+640

0.01%

Black Diamond Financial, LLC

6.12K

Jun 30, 26

0.01%

Keystone Financial Group

6.10K

Jun 30, 26

+770

0.01%

Sonoma Private Wealth LLC

6.08K

Jun 30, 26

+1.57K

0.01%

COZAD ASSET MANAGEMENT INC

6.05K

Jun 30, 26

-1.46K

0.01%

GenTrust, LLC

6.03K

Jun 30, 26

+13

0.01%

ETF Portfolio Partners, Inc.

6.02K

Jun 30, 26

0.01%

Financial Alternatives, Inc

5.95K

Jun 30, 26

+41

0.01%

Firestone Capital Management

5.94K

Jun 30, 26

+12

0.01%

KMG FIDUCIARY PARTNERS, LLC

5.90K

Jun 30, 26

0.01%

Badgley Phelps Wealth Managers, LLC

5.88K

Jun 30, 26

0.01%

Peirce Capital Management, LLC

5.88K

Jun 30, 26

0.01%

Ellevest, Inc.

5.88K

Jun 30, 26

+965

0.01%

Clearstead Advisors, LLC

5.86K

Jun 30, 26

-6.85K

0.01%

Ameritas Investment Partners, Inc.

5.83K

Jun 30, 26

-82

0.01%

Quantum Financial Planning Services, Inc.

5.82K

Jun 30, 26

+64

0.01%

Ameraudi Asset Management, Inc.

5.79K

Jun 30, 26

0.01%

NORTHEAST INVESTMENT MANAGEMENT

5.78K

Jun 30, 26

+216

0.01%

TD Waterhouse Canada Inc.

5.71K

Jun 30, 26

+422

0.01%

Andrews Advisory Associates, LLC

5.68K

Jun 30, 26

0.01%

Truepoint, Inc.

5.59K

Jun 30, 26

-1.51K

0.01%

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

5.59K

Jun 30, 26

0.01%

Vickerman Investment Advisors, Inc.

5.54K

Jun 30, 26

0.01%

Capital Analysts, LLC

5.53K

Jun 30, 26

+4.48K

0.01%

Compass Ion Advisors, LLC

5.50K

Jun 30, 26

-561

0.01%

Destination Wealth Management

5.50K

Jun 30, 26

0.01%

Gordian Advisors LLC

5.50K

Jun 30, 26

0.01%

Capstone Financial Advisors, Inc.

5.50K

Jun 30, 26

-266

0.01%

EFG International AG

5.50K

Jun 30, 26

+2.28K

0.01%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

5.50K

Jun 30, 26

+2.28K

0.01%

Focus Financial Network, Inc.

5.50K

Jun 30, 26

+314

0.01%

Sherman Asset Management, Inc.

5.48K

Jun 30, 26

0.01%

JNBA Financial Advisors

5.38K

Jun 30, 26

-243

0.01%

BRIGHTON JONES LLC

5.35K

Jun 30, 26

+72

0.01%

Confluence Wealth Services, Inc.

5.32K

Jun 30, 26

+28

0.01%

PDS Planning, Inc

5.23K

Jun 30, 26

+134

0.01%

AE Wealth Management LLC

5.21K

Jun 30, 26

+2.31K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

5.08K

Jun 30, 26

+86

0.01%

APPLETON PARTNERS INC/MA

5.05K

Jun 30, 26

0.01%

CLUNE & ASSOCIATES, LTD.

4.95K

Jun 30, 26

-848

0.00%

Rossmore Private Capital

4.92K

Jun 30, 26

-73

0.00%

INTEGRAL INVESTMENT ADVISORS, INC.

4.92K

Jun 30, 26

+225

0.00%

MONEY CONCEPTS CAPITAL CORP

4.92K

Jun 30, 26

+81

0.00%

RAM Investment Partners, LLC

4.88K

Jun 30, 26

0.00%

Chicago Partners Investment Group LLC

4.83K

Jun 30, 26

-307

0.00%

J.W. COLE ADVISORS, INC.

4.77K

Jun 30, 26

+4.77K

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

4.76K

Jun 30, 26

-23

0.00%

FIRST HAWAIIAN BANK

4.72K

Jun 30, 26

-34

0.00%

Rehmann Capital Advisory Group

4.70K

Jun 30, 26

-110

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

4.68K

Jun 30, 26

-319

0.00%

NORTHSTAR ASSET MANAGEMENT LLC

4.66K

Jun 30, 26

-20

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

4.65K

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

4.58K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

4.57K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

4.55K

Jun 30, 26

0.00%

Canopy Partners, LLC

4.51K

Jun 30, 26

+1.71K

0.00%

Goldenstone Wealth Management LLC

4.50K

Jun 30, 26

0.00%

LRI Investments, LLC

4.49K

Jun 30, 26

0.00%

Sanibel Captiva Trust Company, Inc.

4.45K

Jun 30, 26

0.00%

Pinnacle Financial Group, LLC / IL

4.44K

Jun 30, 26

+22

0.00%

Sterling Wealth Management, Inc.

4.44K

Jun 30, 26

0.00%

LexAurum Advisors, LLC

4.44K

Jun 30, 26

-1.53K

0.00%

Integrated Wealth Concepts LLC

4.38K

Jun 30, 26

+535

0.00%

Level Financial Advisors, Inc.

4.22K

Jun 30, 26

0.00%

Acropolis Investment Management, LLC

4.22K

Jun 30, 26

0.00%

Capital Investment Advisors, LLC

4.19K

Jun 30, 26

-725

0.00%

SAX WEALTH ADVISORS, LLC

4.17K

Jun 30, 26

+4.17K

0.00%

SCHMIDT P J INVESTMENT MANAGEMENT INC

4.17K

Jun 30, 26

-3

0.00%

Vise Technologies, Inc.

4.15K

Jun 30, 26

+2.14K

0.00%

Wood Tarver Financial Group, LLC

4.14K

Jun 30, 26

+137

0.00%

Aureum Wealth Management, LLC

4.10K

Jun 30, 26

-300

0.00%

WNY Asset Management, LLC

4.08K

Jun 30, 26

-4

0.00%

Zhang Financial LLC

4.08K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

4.07K

Jun 30, 26

-112

0.00%

Wealth Management Strategies, Inc.

4.00K

Jun 30, 26

+25

0.00%

COREPATH WEALTH PARTNERS LLC

4.00K

Jun 30, 26

-69

0.00%

Advisory Services Network, LLC

3.97K

Jun 30, 26

-21

0.00%

Summit Financial, LLC

3.96K

Jun 30, 26

+3.96K

0.00%

FIDUCIARY FINANCIAL GROUP, LLC

3.96K

Jun 30, 26

+440

0.00%

Aspen Capital Management, LLC

3.96K

Jun 30, 26

0.00%

Cardinal Point Capital Management, ULC

3.92K

Jun 30, 26

+963

0.00%

Gladstone Institutional Advisory LLC

3.88K

Jun 30, 26

+31

0.00%

NWF Advisory Services Inc.

3.87K

Jun 30, 26

0.00%

Mokosak Advisory Group, LLC

3.87K

Jun 30, 26

0.00%

Sulzberger Capital Advisors, Inc.

3.86K

Jun 30, 26

0.00%

ACCESS FINANCIAL SERVICES, INC.

3.84K

Jun 30, 26

0.00%

CUTLER INVESTMENT COUNSEL LLC

3.82K

Jun 30, 26

-30

0.00%

Bridgewater Advisors Inc.

3.82K

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

3.82K

Jun 30, 26

-330

0.00%

Peregrine Asset Advisers, Inc.

3.80K

Jun 30, 26

+611

0.00%

Downshift Financial, LLC

3.79K

Jun 30, 26

0.00%

Ally Invest Advisors Inc.

3.78K

Jun 30, 26

-163

0.00%

Ashton Thomas Private Wealth, LLC

3.71K

Jun 30, 26

-1.63K

0.00%

BDFS Capital LLC

3.70K

Jun 30, 26

-125

0.00%

Rollins Financial Advisors, LLC

3.66K

Jun 30, 26

-54

0.00%

Sentinus, LLC

3.65K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

3.63K

Jun 30, 26

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

3.61K

Jun 30, 26

+178

0.00%

Five Pine Wealth Management

3.61K

Jun 30, 26

0.00%

Ethic Inc.

3.59K

Jun 30, 26

+3.59K

0.00%

Mengis Capital Management, Inc.

3.57K

Jun 30, 26

+108

0.00%

MSH Capital Advisors LLC

3.53K

Jun 30, 26

0.00%

Rice Partnership, LLC

3.50K

Jun 30, 26

-23

0.00%

HEADINVEST, LLC

3.49K

Jun 30, 26

0.00%

IBEX WEALTH ADVISORS

3.48K

Jun 30, 26

0.00%

Essential Planning, LLC.

3.47K

Jun 30, 26

+34

0.00%

AAF Wealth Management, LLC

3.46K

Jun 30, 26

-3.34K

0.00%

Old Peak Finance LLC

3.46K

Jun 30, 26

+432

0.00%

Tribridge Partners Financial LLC

3.45K

Jun 30, 26

0.00%

PINNACLE ASSOCIATES LTD

3.43K

Jun 30, 26

0.00%

Five Oceans Advisors

3.42K

Jun 30, 26

0.00%

Brio Consultants, LLC

3.41K

Jun 30, 26

+31

0.00%

PRUDENT INVESTORS NETWORK, INC.

3.40K

Jun 30, 26

+3.40K

0.00%

Panoramic Capital Partners, LLC

3.40K

Jun 30, 26

0.00%

DAVENPORT & Co LLC

3.39K

Jun 30, 26

+1.47K

0.00%

Tower Research Capital LLC (TRC)

3.39K

Jun 30, 26

+3.39K

0.00%

Aprio Wealth Management, LLC

3.38K

Jun 30, 26

-82

0.00%

Meridian Financial Partners LLC

3.38K

Jun 30, 26

+213

0.00%

Cornerstone Financial Group, LLC /NE/

3.37K

Jun 30, 26

0.00%

Stonehage Fleming Financial Services Holdings Ltd

3.33K

Jun 30, 26

0.00%

Quantum Financial Advisors, LLC

3.32K

Jun 30, 26

0.00%

Legacy Capital Wealth Partners, LLC

3.32K

Jun 30, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.32K

Jun 30, 26

+3.32K

0.00%

Octavia Wealth Advisors, LLC

3.32K

Jun 30, 26

+240

0.00%

Cascade Investment Advisors, Inc.

3.30K

Jun 30, 26

-2.10K

0.00%

PARK NATIONAL CORP /OH/

3.25K

Jun 30, 26

+494

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

3.23K

Jun 30, 26

0.00%

BALDWIN BROTHERS LLC/MA

3.22K

Jun 30, 26

+542

0.00%

Parcion Private Wealth LLC

3.19K

Jun 30, 26

0.00%

WARNER FINANCIAL, INC

3.17K

Jun 30, 26

+675

0.00%

Hilltop Holdings Inc.

3.16K

Jun 30, 26

0.00%

Principle Wealth Partners LLC

3.15K

Jun 30, 26

0.00%

Pinnacle Wealth Management Advisory Group, LLC

3.13K

Jun 30, 26

+144

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

3.10K

Jun 30, 26

-89

0.00%

Mutual Advisors, LLC

3.09K

Jun 30, 26

-14

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

3.08K

Jun 30, 26

0.00%

Valeo Financial Advisors, LLC

3.07K

Jun 30, 26

0.00%

OPPENHEIMER & CO INC

3.03K

Jun 30, 26

+3.03K

0.00%

Legacy Private Trust Co.

3.02K

Jun 30, 26

-100

0.00%

Sandy Cove Advisors, LLC

3.02K

Jun 30, 26

0.00%

RTD Financial Advisors, Inc.

3.02K

Jun 30, 26

0.00%

True North Advisors, LLC

3.02K

Jun 30, 26

+3.02K

0.00%

NCM Capital Management, LLC

3.00K

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

2.98K

Jun 30, 26

-5

0.00%

Prime Capital Investment Advisors, LLC

2.95K

Jun 30, 26

+450

0.00%

Brookstone Capital Management

2.92K

Jun 30, 26

+166

0.00%

Cornerstone Wealth Advisors, Inc.

2.90K

Jun 30, 26

0.00%

Blue Zone Wealth Advisors, LLC

2.88K

Jun 30, 26

0.00%

NATURAL INVESTMENTS, LLC

2.87K

Jun 30, 26

+530

0.00%

Fiera Capital Corp

2.86K

Jun 30, 26

0.00%

CFS Investment Advisory Services, LLC

2.86K

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

2.85K

Jun 30, 26

-305

0.00%

Hurley Capital, LLC

2.83K

Jun 30, 26

0.00%

Ignite Planners, LLC

2.81K

Jun 30, 26

0.00%

Stonebridge Financial Planning Group, LLC

2.81K

Jun 30, 26

0.00%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

2.80K

Jun 30, 26

0.00%

Retirement Planning Group

2.76K

Jun 30, 26

0.00%

NOTTINGHAM ADVISORS, INC.

2.75K

Jun 30, 26

0.00%

AlphaCore Capital LLC

2.73K

Jun 30, 26

-320

0.00%

CAPITAL MANAGEMENT CORP /VA

2.72K

Jun 30, 26

0.00%

J. Mark Nickell & Co.

2.71K

Jun 30, 26

+137

0.00%

RB Capital Management, LLC

2.71K

Jun 30, 26

0.00%

FIRST MANHATTAN CO. LLC.

2.71K

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

2.70K

Jun 30, 26

0.00%

Evergreen Wealth Partners LLC

2.69K

Jun 30, 26

0.00%

Fort Sheridan Advisors LLC

2.68K

Jun 30, 26

0.00%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

2.68K

Jun 30, 26

-58

0.00%

TOCQUEVILLE ASSET MANAGEMENT L.P.

2.68K

Jun 30, 26

0.00%

Plancorp, LLC

2.68K

Jun 30, 26

0.00%

Schaeffer Financial LLC

2.67K

Jun 30, 26

+465

0.00%

Financial Futures Ltd Liability Co.

2.62K

Jun 30, 26

-509

0.00%

TCI Wealth Advisors, Inc.

2.61K

Jun 30, 26

0.00%

MANCHESTER FINANCIAL INC

2.60K

Jun 30, 26

0.00%

RMB Capital Management, LLC

2.59K

Jun 30, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.59K

Jun 30, 26

0.00%

Carr Financial Group Corp

2.57K

Jun 30, 26

+609

0.00%

Sound View Wealth Advisors Group, LLC

2.57K

Jun 30, 26

-79

0.00%

Envestnet Portfolio Solutions, Inc.

2.54K

Jun 30, 26

+744

0.00%

Quent Capital, LLC

2.52K

Jun 30, 26

+106

0.00%

CIBC WORLD MARKET INC.

2.52K

Jun 30, 26

+240

0.00%

IEQ CAPITAL, LLC

2.50K

Jun 30, 26

0.00%

LIBERTY WEALTH MANAGEMENT LLC

2.50K

Jun 30, 26

0.00%

B & T Capital Management DBA Alpha Capital Management

2.49K

Jun 30, 26

+195

0.00%

Disciplined Investors, L.L.C.

2.48K

Jun 30, 26

+77

0.00%

PW Nova Financial Services LLC

2.48K

Jun 30, 26

+2.48K

0.00%

TRILLIUM ASSET MANAGEMENT, LLC

2.47K

Jun 30, 26

0.00%

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

2.46K

Jun 30, 26

+2.46K

0.00%

First National Advisers, LLC

2.46K

Jun 30, 26

0.00%

MBE Wealth Management, LLC

2.46K

Jun 30, 26

+14

0.00%

Brinker Capital Investments, LLC

2.46K

Jun 30, 26

0.00%

FC Advisory LLC

2.45K

Jun 30, 26

+37

0.00%

True Link Financial Advisors, LLC

2.44K

Jun 30, 26

-65

0.00%

Diversified Enterprises, LLC

2.40K

Jun 30, 26

-263

0.00%

OPPENHEIMER ASSET MANAGEMENT INC.

2.39K

Jun 30, 26

+290

0.00%

Salus Financial Advisors, LLC

2.39K

Jun 30, 26

-100

0.00%

Everhart Financial Group, Inc.

2.38K

Jun 30, 26

-20

0.00%

Winthrop Advisory Group LLC

2.36K

Jun 30, 26

+2.36K

0.00%

BLUESTEM FINANCIAL ADVISORS, LLC

2.35K

Jun 30, 26

-104

0.00%

Round Rock Advisors, LLC

2.35K

Jun 30, 26

-100

0.00%

First Heartland Consultants, Inc.

2.34K

Jun 30, 26

+2.34K

0.00%

Sowell Financial Services LLC

2.33K

Jun 30, 26

-50

0.00%

HM PAYSON & CO

2.32K

Jun 30, 26

+249

0.00%

NBC SECURITIES, INC.

2.31K

Jun 30, 26

0.00%

Dakota Wealth Management

2.30K

Jun 30, 26

0.00%

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

2.28K

Jun 30, 26

0.00%

LongView Wealth Management

2.27K

Jun 30, 26

0.00%

Trust Point Inc.

2.27K

Jun 30, 26

+2.27K

0.00%

Abacus Wealth Partners, LLC

2.25K

Jun 30, 26

0.00%

Wolfstich Capital, LLC

2.22K

Jun 30, 26

-574

0.00%

Whitegate Investment Counselors, Inc.

2.21K

Jun 30, 26

-54

0.00%

Dunhill Financial, LLC

2.19K

Jun 30, 26

0.00%

Apollon Wealth Management, LLC

2.18K

Jun 30, 26

0.00%

Ackerman Capital Advisors, LLC

2.18K

Jun 30, 26

0.00%

Tandem Financial, LLC

2.16K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

2.15K

Jun 30, 26

-2.90K

0.00%

CreativeOne Wealth, LLC

2.15K

Jun 30, 26

+2.15K

0.00%

Reliant Wealth Planning

2.13K

Jun 30, 26

0.00%

Investment Advisory Group, LLC

2.10K

Jun 30, 26

0.00%

AGF MANAGEMENT LTD

2.10K

Jun 30, 26

-200

0.00%

CONTINUUM WEALTH ADVISORS, LLC

2.10K

Jun 30, 26

+213

0.00%

North Star Investment Management Corp.

2.08K

Jun 30, 26

-72

0.00%

Rathbones Group PLC

2.07K

Jun 30, 26

+2.07K

0.00%

CARDIFF PARK ADVISORS, LLC

2.03K

Jun 30, 26

-459

0.00%

VestGen Advisors, LLC

2.02K

Jun 30, 26

0.00%

Equity Wealth Partners, LLC

2.02K

Jun 30, 26

-5

0.00%

Fiduciary Alliance LLC

2.01K

Jun 30, 26

0.00%

TRITONPOINT WEALTH, LLC

2.01K

Jun 30, 26

0.00%

TritonPoint Partners, LLC

2.01K

Jun 30, 26

+2.01K

0.00%

NORRIS PERNE & FRENCH LLP/MI

2.01K

Jun 30, 26

0.00%

Evergreen Wealth Solutions, LLC

1.99K

Jun 30, 26

0.00%

Level Wealth Management LLC

1.98K

Jun 30, 26

0.00%

Trek Financial, LLC

1.97K

Jun 30, 26

-289

0.00%

Bouchey Financial Group Ltd

1.95K

Jun 30, 26

+87

0.00%

Cornerstone Advisory, LLC

1.94K

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

1.92K

Jun 30, 26

0.00%

Nemes Rush Group LLC

1.91K

Jun 30, 26

-1.27K

0.00%

Chesley Taft & Associates LLC

1.90K

Jun 30, 26

+1.90K

0.00%

OXFORD FINANCIAL GROUP LTD

1.90K

Jun 30, 26

-83

0.00%

Carnegie Capital Asset Management, LLC

1.87K

Jun 30, 26

+1.87K

0.00%

Vawter Financial, Ltd.

1.86K

Jun 30, 26

0.00%

Ledgewood Wealth Advisors, LLC

1.85K

Jun 30, 26

-134

0.00%

Jacobsen Capital Management

1.85K

Jun 30, 26

0.00%

Legacy Financial Advisors, Inc.

1.84K

Jun 30, 26

-125

0.00%

Momentous Wealth Management, Inc.

1.84K

Jun 30, 26

0.00%

VISTA INVESTMENT PARTNERS II, LLC

1.83K

Jun 30, 26

+1.83K

0.00%

OFC FINANCIAL PLANNING, LLC

1.82K

Jun 30, 26

0.00%

Martel Wealth Advisors Inc

1.81K

Jun 30, 26

-386

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

1.81K

Jun 30, 26

+1.81K

0.00%

PEAPACK GLADSTONE FINANCIAL CORP

1.80K

Jun 30, 26

+1.80K

0.00%

AVAII WEALTH MANAGEMENT, LLC

1.80K

Jun 30, 26

0.00%

Argyle Capital Partners, LLC

1.80K

Jun 30, 26

+1.80K

0.00%

Astra Wealth Partners LLC

1.77K

Jun 30, 26

+1.77K

0.00%

D. E. Shaw & Co., Inc.

1.76K

Jun 30, 26

+1.76K

0.00%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

1.75K

Jun 30, 26

+1.75K

0.00%

Coastal Bridge Advisors, LLC

1.75K

Jun 30, 26

-58

0.00%

Cassilly Financial Group LLC

1.74K

Jun 30, 26

+1.74K

0.00%

Keystone Wealth Services, LLC

1.74K

Jun 30, 26

+1.74K

0.00%

Synergy Financial Group, LTD

1.74K

Jun 30, 26

+1.74K

0.00%

Amplius Wealth Advisors, LLC

1.73K

Jun 30, 26

+1.73K

0.00%

ZENITH SOLUTIONS, INC.

1.73K

Jun 30, 26

+1.73K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

1.69K

Jun 30, 26

+1.69K

0.00%

DDD Partners, LLC

1.69K

Jun 30, 26

+1.69K

0.00%

Kingsview Wealth Management, LLC

1.66K

Jun 30, 26

+1.66K

0.00%

Partners in Financial Planning

1.66K

Jun 30, 26

+1.66K

0.00%

GGM Financials LLC

1.65K

Jun 30, 26

-7.78K

0.00%

Walkner Condon Financial Advisors LLC

1.64K

Jun 30, 26

+1.64K

0.00%

KEYVANTAGE WEALTH, LLC

1.63K

Jun 30, 26

+1.63K

0.00%

TRUST CO OF VERMONT

1.62K

Jun 30, 26

+1.62K

0.00%

Donalies Financial Planning, LLC

1.62K

Jun 30, 26

+1.62K

0.00%

Atria Investments, Inc

1.62K

Jun 30, 26

+1.62K

0.00%

Connecticut Wealth Management, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Northern Capital Management, Inc.

1.60K

Jun 30, 26

+1.60K

0.00%

Nadler Financial Group, Inc.

1.60K

Jun 30, 26

-575

0.00%

JSF Financial, LLC

1.60K

Jun 30, 26

+1.60K

0.00%

Covestor Ltd

1.58K

Jun 30, 26

+92

0.00%

BostonPremier Wealth LLC

1.58K

Jun 30, 26

+1.58K

0.00%

W ADVISORS, LLC

1.57K

Jun 30, 26

+1.57K

0.00%

Avidian Wealth Solutions, LLC

1.57K

Jun 30, 26

+1.57K

0.00%

Post Resch Tallon Group Inc.

1.57K

Jun 30, 26

+1.57K

0.00%

Cascade Financial Partners, LLC

1.56K

Jun 30, 26

+1.56K

0.00%

Concord Wealth Partners

1.56K

Jun 30, 26

+1.56K

0.00%

NerdWallet Wealth Partners, LLC

1.55K

Jun 30, 26

+1.55K

0.00%

Krilogy Financial LLC

1.55K

Jun 30, 26

+1.55K

0.00%

MB Generational Wealth, LLC

1.53K

Jun 30, 26

-265

0.00%

Alpha Financial Partners, LLC

1.52K

Jun 30, 26

+1.52K

0.00%

GAMMA Investing LLC

1.44K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.34K

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

1.32K

Jun 30, 26

+1.32K

0.00%

AdvisorNet Financial, Inc

1.32K

Jun 30, 26

+18

0.00%

JFS WEALTH ADVISORS, LLC

1.27K

Jun 30, 26

0.00%

EASTERN BANK

1.23K

Jun 30, 26

-51

0.00%

Carolina Wealth Advisors, LLC

1.21K

Jun 30, 26

0.00%

IFP Advisors, Inc

1.16K

Jun 30, 26

+280

0.00%

Investors Research Corp

1.14K

Jun 30, 26

+66

0.00%

Graney & King, LLC

1.14K

Jun 30, 26

-270

0.00%

Aptus Capital Advisors, LLC

1.09K

Jun 30, 26

0.00%

Gould Capital, LLC

1.09K

Jun 30, 26

+1.09K

0.00%

Strategic Wealth Partners, Ltd.

970

Jun 30, 26

0.00%

Frankly Finances, LLC

968

Jun 30, 26

+968

0.00%

RICHARDS, MERRILL & PETERSON, INC.

960

Jun 30, 26

0.00%

Capitol Family Office, Inc.

956

Jun 30, 26

+11

0.00%

Fort Vancouver Investment Management, LLC

955

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

943

Jun 30, 26

0.00%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

938

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

905

Jun 30, 26

+905

0.00%

Cornerstone Financial Management LLC

875

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

863

Jun 30, 26

-60

0.00%

Abound Wealth Management

859

Jun 30, 26

-16

0.00%

IFG Advisory, LLC

824

Jun 30, 26

+824

0.00%

Winthrop Capital Management, LLC

814

Jun 30, 26

0.00%

Caldwell Trust Co

805

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

799

Jun 30, 26

0.00%

Global Retirement Partners, LLC

795

Jun 30, 26

+795

0.00%

Trust Co

760

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

728

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

725

Jun 30, 26

-770

0.00%

PITTENGER & ANDERSON INC

717

Jun 30, 26

0.00%

Piscataqua Savings Bank

711

Jun 30, 26

0.00%

FIDUCIARY FINANCIAL ADVISORS

702

Jun 30, 26

+702

0.00%

Richardson Capital Management LLC

689

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

680

Jun 30, 26

0.00%

Newton One Investments LLC

678

Jun 30, 26

+158

0.00%

TUCKER ASSET MANAGEMENT LLC

651

Jun 30, 26

+651

0.00%

American Capital Advisory, LLC

625

Jun 30, 26

+323

0.00%

CALDWELL SUTTER CAPITAL, INC.

603

Jun 30, 26

0.00%

UNION SAVINGS BANK

586

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

572

Jun 30, 26

-1.16K

0.00%

CBIZ Investment Advisory Services, LLC

504

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

491

Jun 30, 26

0.00%

Midway Capital Research & Management

487

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

482

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

482

Jun 30, 26

+482

0.00%

Fairway Wealth LLC

479

Jun 30, 26

0.00%

ASSETMARK, INC

465

Jun 30, 26

+197

0.00%

YANKCOM Partnership

458

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

454

Jun 30, 26

0.00%

Pacific Center for Financial Services

444

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

440

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

422

Jun 30, 26

0.00%

Aberdeen Wealth Management LLC

411

Jun 30, 26

+411

0.00%

Harborfront Financial Group LLC

395

Jun 30, 26

+395

0.00%

Winch Advisory Services, LLC

387

Jun 30, 26

0.00%

Avalon Trust Co

375

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

363

Jun 30, 26

+363

0.00%

Mascoma Wealth Management LLC

355

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

331

Jun 30, 26

-1.62K

0.00%

Gladwyn Financial Advisors, Inc.

330

Jun 30, 26

0.00%

MASECO LLP

314

Jun 30, 26

0.00%

Westend Capital Management, LLC

310

Jun 30, 26

-161

0.00%

Quaker Wealth Management, LLC

309

Jun 30, 26

0.00%

SHP Wealth Management

307

Jun 30, 26

0.00%

DT Investment Partners, LLC

301

Jun 30, 26

+13

0.00%

SIGNATUREFD, LLC

298

Jun 30, 26

0.00%

Bogart Wealth, LLC

297

Jun 30, 26

+59

0.00%

HANTZ FINANCIAL SERVICES, INC.

281

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

266

Jun 30, 26

0.00%

Glassman Wealth Services

260

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

243

Jun 30, 26

+17

0.00%

Operose Advisors LLC

233

Jun 30, 26

0.00%

Breakwater Investment Management

229

Jun 30, 26

0.00%

TOTH FINANCIAL ADVISORY CORP

227

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

223

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

217

Jun 30, 26

0.00%

Archer Investment Corp

201

Jun 30, 26

+75

0.00%

Navigoe, LLC

200

Jun 30, 26

0.00%

Evolution Advisers, Inc.

199

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

190

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

187

Jun 30, 26

0.00%

Seneschal Advisors, LLC

175

Jun 30, 26

+175

0.00%

NVWM, LLC

166

Jun 30, 26

0.00%

ACIMA PRIVATE WEALTH, LLC

158

Jun 30, 26

0.00%

BIRCHBROOK, INC.

152

Jun 30, 26

0.00%

StrongBox Wealth, LLC

149

Jun 30, 26

+149

0.00%

BFSG, LLC

148

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

130

Jun 30, 26

-380

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

125

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

115

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

114

Jun 30, 26

-19

0.00%

Institute for Wealth Management, LLC.

100

Jun 30, 26

+100

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

100

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

Jun 30, 26

-4.87K

0.00%

Bernard Wealth Management Corp.

Jun 30, 26

0.00%

CX Institutional

Jun 30, 26

+77

0.00%

Financial Avengers, Inc.

Jun 30, 26

0.00%

Sage Mountain Advisors LLC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Evelyn Partners Group Ltd

Jun 30, 26

+56

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

Tower View Investment Management & Research LLC

Jun 30, 26

0.00%

Olistico Wealth, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

Jun 30, 26

0.00%

3Chopt Investment Partners, LLC

Jun 30, 26

-1

0.00%

Strategic Investment Solutions, Inc. /IL

Jun 30, 26

0.00%

Financial Life Planners

Jun 30, 26

0.00%

TSFG, LLC

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

RMG Wealth Management LLC

Jun 30, 26

0.00%

Rossby Financial, LCC

Jun 30, 26

-364

0.00%

EVOKE WEALTH, LLC

Jun 30, 26

-66.70K

Atlantic Union Bankshares Corp

Jun 30, 26

-51

Dogwood Wealth Management LLC

Jun 30, 26

-6

Strategic Financial Planning, Inc.

Jun 30, 26

-21.24K

Western Wealth Management, LLC

Jun 30, 26

-625

Scarborough Advisors, LLC

Jun 30, 26

-1.48K

Antonelli Financial Advisors, LLC

Jun 30, 26

-3.30K

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-42

Per Stirling Capital Management, LLC.

Jun 30, 26

-4.69K

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-3.24K

Innovative Asset Advisors Group, LLC

Jun 30, 26

-100

Aviso Financial Inc.

Jun 30, 26

-205

Sage Advisory Services, Ltd.Co.

Jun 30, 26

-8.30K

MEMBERS WEALTH LLC

Jun 30, 26

-2.03K

Marks Group Wealth Management, Inc

Jun 30, 26

-2.29K

Your Advocates Ltd., LLP

Jun 30, 26

-1

M Holdings Securities, Inc.

Jun 30, 26

-11.35K

Root Financial Partners, LLC

Jun 30, 26

-141

WFA of San Diego, LLC

Jun 30, 26

-807

PHILLIPS FINANCIAL MANAGEMENT, LLC

Jun 30, 26

-347

Independent Advisor Alliance

Jun 30, 26

-2.71K

Belpointe Asset Management LLC

Jun 30, 26

-2.94K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-1.09K

SEEDS INVESTOR LLC

Jun 30, 26

-9.73K

MCCARTER PRIVATE WEALTH SERVICES LLC

Jun 30, 26

-2.94K

Sound Income Strategies, LLC

Jun 30, 26

-1.12K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-2.69K

EVERMAY WEALTH MANAGEMENT LLC

Jun 30, 26

-2.42K

Fortis Capital Advisors, LLC

Jun 30, 26

-2.94K

Leo Wealth, LLC

692.53K

Mar 31, 26

-1.64K

0.69%

Mill Creek Capital Advisors, LLC

173.35K

Mar 31, 26

+10.23K

0.17%

Financial Connections Group, Inc.

166.59K

Mar 31, 26

-8.11K

0.17%

Charter Oak Capital Management, LLC

52.58K

Mar 31, 26

-395

0.05%

CWM, LLC

13.49K

Mar 31, 26

+167

0.01%

Fortress Financial Solutions, LLC

9.61K

Mar 31, 26

+435

0.01%

Skopos Labs, Inc.

7.96K

Mar 31, 26

-1.02K

0.01%

Cherry Tree Wealth Management, LLC

7.80K

Mar 31, 26

-67

0.01%

FRG Family Wealth Advisors LLC

5.88K

Mar 31, 26

0.01%

Pathfinder Wealth Consulting, Inc.

4.61K

Mar 31, 26

0.00%

Northeast Financial Group, Inc.

3.47K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

2.23K

Mar 31, 26

+133

0.00%

SMITH CHAS P & ASSOCIATES PA CPAS

1.96K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

1.63K

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

322

Mar 31, 26

0.00%

Evelyn Partners Asset Management Ltd

Mar 31, 26

+56

0.00%

Anchor Investment Management, LLC

Mar 31, 26

0.00%

VANGUARD GROUP INC

3.61M

Dec 31, 25

+126.19K

3.61%

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%

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%

Ransom Advisory, Ltd

450

Dec 31, 25

+450

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

0.27%

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

0.02%

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

0.01%

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

0.04%

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%