ESML(ESML)
ESML
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| FMR LLC | 3.24M | Mar 31, 26 | +305.06K | 7.46% |
| NORTHERN TRUST CORP | 2.11M | Mar 31, 26 | +42.52K | 4.85% |
| BANK OF AMERICA CORP /DE/ | 2.06M | Mar 31, 26 | +241.34K | 4.75% |
| Betterment LLC | 1.79M | Mar 31, 26 | +5.84K | 4.12% |
| Creative Planning | 1.57M | Mar 31, 26 | +21.96K | 3.61% |
| GOLDMAN SACHS GROUP INC | 1.16M | Mar 31, 26 | +24.64K | 2.67% |
| FIDUCIARY TRUST CO | 854.22K | Mar 31, 26 | -7.19K | 1.97% |
| Vontobel Holding Ltd. | 800.00K | Mar 31, 26 | -30.00K | 1.84% |
| BlackRock, Inc. | 743.84K | Mar 31, 26 | +23.62K | 1.71% |
| WELLS FARGO & COMPANY/MN | 721.43K | Mar 31, 26 | +33.17K | 1.66% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 708.99K | Mar 31, 26 | +708.99K | 1.63% |
| Acorns Advisers, LLC | 641.25K | Mar 31, 26 | -7.59K | 1.48% |
| M&T BANK CORP | 621.61K | Mar 31, 26 | -65.07K | 1.43% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 608.25K | Mar 31, 26 | +24.35K | 1.40% |
| ROYAL BANK OF CANADA | 544.38K | Mar 31, 26 | +20.48K | 1.25% |
| UBS Group AG | 513.70K | Mar 31, 26 | +51.02K | 1.18% |
| AMERIPRISE FINANCIAL INC | 481.84K | Mar 31, 26 | -92.06K | 1.11% |
| Sand Hill Global Advisors, LLC | 472.40K | Mar 31, 26 | -2.19K | 1.09% |
| Pathstone Holdings, LLC | 461.53K | Mar 31, 26 | -2.21K | 1.06% |
| SEI INVESTMENTS CO | 453.34K | Mar 31, 26 | -829 | 1.04% |
| LPL Financial LLC | 430.74K | Mar 31, 26 | +42.91K | 0.99% |
| PNC FINANCIAL SERVICES GROUP, INC. | 381.87K | Mar 31, 26 | +50.60K | 0.88% |
| COMMONWEALTH EQUITY SERVICES, LLC | 329.74K | Mar 31, 26 | +43.21K | 0.76% |
| HighTower Advisors, LLC | 308.01K | Mar 31, 26 | +2.36K | 0.71% |
| Accredited Investors Inc. | 299.19K | Mar 31, 26 | -1.76K | 0.69% |
| Modera Wealth Management, LLC | 287.38K | Mar 31, 26 | +1.10K | 0.66% |
| Wealth Architects, LLC | 283.14K | Mar 31, 26 | +3.23K | 0.65% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 262.53K | Mar 31, 26 | -5.24K | 0.60% |
| Beacon Pointe Advisors, LLC | 262.03K | Mar 31, 26 | +192.54K | 0.60% |
| EP Wealth Advisors, LLC | 223.88K | Mar 31, 26 | -6.00K | 0.52% |
| STIFEL FINANCIAL CORP | 182.04K | Mar 31, 26 | +11.84K | 0.42% |
| BAILARD, INC. | 179.70K | Mar 31, 26 | -775 | 0.41% |
| Cambridge Investment Research Advisors, Inc. | 178.05K | Mar 31, 26 | -7.37K | 0.41% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 176.80K | Mar 31, 26 | -24.11K | 0.41% |
| MISSION WEALTH MANAGEMENT, LP | 166.50K | Mar 31, 26 | -2.64K | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 155.57K | Mar 31, 26 | -2.92K | 0.36% |
| Financial Engines Advisors L.L.C. | 150.98K | Mar 31, 26 | -861 | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 147.92K | Mar 31, 26 | +18.93K | 0.34% |
| Ally Invest Advisors Inc. | 144.61K | Mar 31, 26 | +1.98K | 0.33% |
| REGIONS FINANCIAL CORP | 143.52K | Mar 31, 26 | +319 | 0.33% |
| ALESCO ADVISORS LLC | 142.29K | Mar 31, 26 | -5.94K | 0.33% |
| NorthRock Partners, LLC | 138.40K | Mar 31, 26 | +1.41K | 0.32% |
| JONES FINANCIAL COMPANIES LLLP | 138.38K | Mar 31, 26 | +27.04K | 0.32% |
| Clearstead Advisors, LLC | 137.06K | Mar 31, 26 | +135.12K | 0.32% |
| REGATTA CAPITAL GROUP, LLC | 131.80K | Mar 31, 26 | +6.17K | 0.30% |
| Stanich Group LLC | 130.31K | Mar 31, 26 | +3.96K | 0.30% |
| Alaska Wealth Advisors | 119.31K | Mar 31, 26 | -733 | 0.27% |
| MERCER GLOBAL ADVISORS INC /ADV | 115.91K | Mar 31, 26 | +18.21K | 0.27% |
| Cetera Investment Advisers | 112.79K | Mar 31, 26 | -1.46K | 0.26% |
| MATHER GROUP, LLC. | 112.18K | Mar 31, 26 | +26 | 0.26% |
| Apella Capital, LLC | 107.47K | Mar 31, 26 | +23.45K | 0.25% |
| Advisory Services Network, LLC | 105.86K | Mar 31, 26 | -6.95K | 0.24% |
| Gemmer Asset Management LLC | 103.99K | Mar 31, 26 | +11.22K | 0.24% |
| CBIZ Investment Advisory Services, LLC | 99.94K | Mar 31, 26 | +99.94K | 0.23% |
| BLUESTEM FINANCIAL ADVISORS, LLC | 99.52K | Mar 31, 26 | +843 | 0.23% |
| Savant Capital, LLC | 97.61K | Mar 31, 26 | -3.83K | 0.22% |
| Mariner, LLC | 96.06K | Mar 31, 26 | +17.44K | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 89.00K | Mar 31, 26 | -60.65K | 0.20% |
| GTS SECURITIES LLC | 87.59K | Mar 31, 26 | +87.59K | 0.20% |
| Plum Street Advisors, LLC | 80.39K | Mar 31, 26 | -822 | 0.19% |
| TFC Financial Management, Inc. | 78.83K | Mar 31, 26 | +74.99K | 0.18% |
| HARBOUR INVESTMENTS, INC. | 77.42K | Mar 31, 26 | +2.46K | 0.18% |
| Quent Capital, LLC | 77.36K | Mar 31, 26 | +2.41K | 0.18% |
| TRUIST FINANCIAL CORP | 75.04K | Mar 31, 26 | -107.85K | 0.17% |
| CI Private Wealth, LLC | 73.55K | Mar 31, 26 | -2.98K | 0.17% |
| Gradient Investments LLC | 72.45K | Mar 31, 26 | -1.66K | 0.17% |
| Integris Wealth Management, LLC | 70.94K | Mar 31, 26 | -2.08K | 0.16% |
| eCIO, Inc. | 69.01K | Mar 31, 26 | -2.49K | 0.16% |
| Decker Retirement Planning Inc. | 67.29K | Mar 31, 26 | +4.30K | 0.15% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 64.58K | Mar 31, 26 | -- | 0.15% |
| Miracle Mile Advisors, LLC | 64.27K | Mar 31, 26 | -5.63K | 0.15% |
| JPMORGAN CHASE & CO | 62.53K | Mar 31, 26 | -1.02K | 0.14% |
| Crestwood Advisors Group LLC | 62.03K | Mar 31, 26 | +1.31K | 0.14% |
| MORGAN STANLEY | 60.60K | Mar 31, 26 | +9.91K | 0.14% |
| Vision Capital Management, Inc. | 60.41K | Mar 31, 26 | -11.67K | 0.14% |
| Haverford Trust Co | 59.54K | Mar 31, 26 | -438 | 0.14% |
| WESBANCO BANK INC | 58.78K | Mar 31, 26 | -1.41K | 0.14% |
| Laurel Wealth Planning LLC | 58.35K | Mar 31, 26 | -1.07K | 0.13% |
| CITIZENS FINANCIAL GROUP INC/RI | 54.58K | Mar 31, 26 | -620 | 0.13% |
| rebel Financial LLC | 53.52K | Mar 31, 26 | -1.94K | 0.12% |
| Francis Financial, Inc. | 53.02K | Mar 31, 26 | -963 | 0.12% |
| Charter Oak Capital Management, LLC | 52.93K | Mar 31, 26 | -4.22K | 0.12% |
| Colony Group, LLC | 52.04K | Mar 31, 26 | +1.63K | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 51.87K | Mar 31, 26 | -6.95K | 0.12% |
| Omega Financial Group, LLC | 50.57K | Mar 31, 26 | -5.26K | 0.12% |
| BECKER CAPITAL MANAGEMENT INC | 50.56K | Mar 31, 26 | +3.08K | 0.12% |
| Wescott Financial Advisory Group, LLC | 48.92K | Mar 31, 26 | -367 | 0.11% |
| CWM, LLC | 48.30K | Mar 31, 26 | +547 | 0.11% |
| GRIMES & COMPANY, INC. | 47.12K | Mar 31, 26 | -4.18K | 0.11% |
| Cerity Partners LLC | 46.82K | Mar 31, 26 | +1.19K | 0.11% |
| FRANKLIN RESOURCES INC | 46.38K | Mar 31, 26 | +883 | 0.11% |
| Relyea Zuckerberg Hanson LLC | 45.31K | Mar 31, 26 | +57 | 0.10% |
| Allworth Financial LP | 45.17K | Mar 31, 26 | -73 | 0.10% |
| SAGE FINANCIAL GROUP INC | 45.15K | Mar 31, 26 | -581 | 0.10% |
| Asset Dedication, LLC | 42.91K | Mar 31, 26 | -1.19K | 0.10% |
| WRAPMANAGER INC | 42.82K | Mar 31, 26 | -12.65K | 0.10% |
| ASPIRIANT, LLC | 40.34K | Mar 31, 26 | -- | 0.09% |
| Sequoia Financial Advisors, LLC | 39.94K | Mar 31, 26 | -1.96K | 0.09% |
| SEEDS INVESTOR LLC | 39.80K | Mar 31, 26 | +5.25K | 0.09% |
| Addison Advisors LLC | 38.38K | Mar 31, 26 | -104 | 0.09% |
| One Capital Management, LLC | 38.22K | Mar 31, 26 | +7.91K | 0.09% |
| Wealthcare Advisory Partners LLC | 37.80K | Mar 31, 26 | -1.88K | 0.09% |
| Chicago Partners Investment Group LLC | 36.73K | Mar 31, 26 | -43 | 0.08% |
| Garde Capital, Inc. | 36.55K | Mar 31, 26 | +535 | 0.08% |
| Robertson Stephens Wealth Management, LLC | 36.35K | Mar 31, 26 | +15.13K | 0.08% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 35.12K | Mar 31, 26 | +107 | 0.08% |
| Steward Partners Investment Advisory, LLC | 34.80K | Mar 31, 26 | +23 | 0.08% |
| Invera Wealth Advisors, LLC | 34.53K | Mar 31, 26 | -49.50K | 0.08% |
| TIAA TRUST, NATIONAL ASSOCIATION | 34.05K | Mar 31, 26 | -2.12M | 0.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 33.16K | Mar 31, 26 | +2.06K | 0.08% |
| Stordahl Capital Management, Inc. | 30.92K | Mar 31, 26 | +1.80K | 0.07% |
| MARQUETTE ASSOCIATES, INC. | 30.81K | Mar 31, 26 | +4.20K | 0.07% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30.72K | Mar 31, 26 | +30.72K | 0.07% |
| AI Financial Services LLC | 30.29K | Mar 31, 26 | -1.24K | 0.07% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 30.02K | Mar 31, 26 | +6.37K | 0.07% |
| Waverly Advisors, LLC | 29.91K | Mar 31, 26 | -370 | 0.07% |
| Summit Wealth Group, LLC | 29.65K | Mar 31, 26 | -875 | 0.07% |
| Annis Gardner Whiting Capital Advisors, LLC | 29.62K | Mar 31, 26 | -- | 0.07% |
| Kestra Advisory Services, LLC | 29.24K | Mar 31, 26 | +3.83K | 0.07% |
| Values Added Financial LLC | 28.73K | Mar 31, 26 | -804 | 0.07% |
| Brookstone Capital Management | 28.07K | Mar 31, 26 | +2.79K | 0.06% |
| Towerpoint Wealth, LLC | 28.00K | Mar 31, 26 | +367 | 0.06% |
| Topel & Distasi Wealth Management, LLC | 27.55K | Mar 31, 26 | -4.73K | 0.06% |
| PFG Investments, LLC | 27.25K | Mar 31, 26 | +27.25K | 0.06% |
| PLANNING ALTERNATIVES LTD /ADV | 26.81K | Mar 31, 26 | -2.28K | 0.06% |
| BSW Wealth Partners | 26.76K | Mar 31, 26 | -3.33K | 0.06% |
| ASSETMARK, INC | 26.74K | Mar 31, 26 | +753 | 0.06% |
| Rockefeller Capital Management L.P. | 26.31K | Mar 31, 26 | +4.90K | 0.06% |
| Pine Haven Investment Counsel, Inc | 26.29K | Mar 31, 26 | +1.59K | 0.06% |
| Hardy Reed LLC | 25.87K | Mar 31, 26 | +1.99K | 0.06% |
| Bell Investment Advisors, Inc | 25.84K | Mar 31, 26 | -3.05K | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 25.69K | Mar 31, 26 | -7.29K | 0.06% |
| Aptus Capital Advisors, LLC | 25.48K | Mar 31, 26 | +340 | 0.06% |
| Mascoma Wealth Management LLC | 24.46K | Mar 31, 26 | -2.21K | 0.06% |
| Trilogy Capital Inc. | 23.66K | Mar 31, 26 | +1.76K | 0.05% |
| Dorsey & Whitney Trust CO LLC | 23.50K | Mar 31, 26 | -2.00K | 0.05% |
| MML INVESTORS SERVICES, LLC | 23.41K | Mar 31, 26 | -7.54K | 0.05% |
| Blue Edge Capital, LLC | 23.17K | Mar 31, 26 | +249 | 0.05% |
| Cranbrook Wealth Management, LLC | 22.63K | Mar 31, 26 | -81 | 0.05% |
| Tower Research Capital LLC (TRC) | 22.06K | Mar 31, 26 | +22.06K | 0.05% |
| Aufman Associates Inc | 22.06K | Mar 31, 26 | -197 | 0.05% |
| Opes Wealth Management LLC | 22.00K | Mar 31, 26 | +60 | 0.05% |
| Cascade Financial Partners, LLC | 21.96K | Mar 31, 26 | -- | 0.05% |
| Financial Services Advisory Inc | 21.82K | Mar 31, 26 | -23.09K | 0.05% |
| Bragg Financial Advisors, Inc | 21.49K | Mar 31, 26 | +463 | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.32K | Mar 31, 26 | +21.32K | 0.05% |
| CARY STREET PARTNERS FINANCIAL LLC | 21.14K | Mar 31, 26 | +80 | 0.05% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 21.12K | Mar 31, 26 | +61 | 0.05% |
| Freestone Capital Holdings, LLC | 20.27K | Mar 31, 26 | -11.94K | 0.05% |
| Atomi Financial Group, Inc. | 20.23K | Mar 31, 26 | -381 | 0.05% |
| SNS Financial Group, LLC | 20.06K | Mar 31, 26 | +734 | 0.05% |
| Sound Stewardship, LLC | 19.77K | Mar 31, 26 | -448 | 0.05% |
| CGN Advisors LLC | 19.72K | Mar 31, 26 | -946 | 0.05% |
| Baird Financial Group, Inc. | 19.60K | Mar 31, 26 | +586 | 0.05% |
| Balanced Rock Investment Advisor | 19.39K | Mar 31, 26 | -1.61K | 0.04% |
| CITADEL ADVISORS LLC | 19.31K | Mar 31, 26 | +19.31K | 0.04% |
| Parallel Advisors, LLC | 19.04K | Mar 31, 26 | -2.40K | 0.04% |
| Boston Standard Wealth Management, LLC | 19.02K | Mar 31, 26 | +50 | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 18.65K | Mar 31, 26 | +151 | 0.04% |
| BANK OF MONTREAL /CAN/ | 18.64K | Mar 31, 26 | +18.45K | 0.04% |
| One Day In July LLC | 18.52K | Mar 31, 26 | +350 | 0.04% |
| Mason & Associates Inc | 18.18K | Mar 31, 26 | +460 | 0.04% |
| Sandbox Financial Partners, LLC | 18.06K | Mar 31, 26 | +3.99K | 0.04% |
| COMMERCE BANK | 17.72K | Mar 31, 26 | -961 | 0.04% |
| NewEdge Wealth, LLC | 17.67K | Mar 31, 26 | +2.21K | 0.04% |
| Acropolis Investment Management, LLC | 17.67K | Mar 31, 26 | -235 | 0.04% |
| Fingerlakes Wealth Management, Inc. | 17.64K | Mar 31, 26 | +217 | 0.04% |
| Moss Adams Wealth Advisors LLC | 17.43K | Mar 31, 26 | -1.49K | 0.04% |
| Northland Capital Management LLC | 17.39K | Mar 31, 26 | -704 | 0.04% |
| Horizon Investments, LLC | 17.32K | Mar 31, 26 | +13.21K | 0.04% |
| Farther Finance Advisors, LLC | 17.07K | Mar 31, 26 | +278 | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 16.89K | Mar 31, 26 | +16.89K | 0.04% |
| Bond & Devick Financial Network, Inc. | 16.86K | Mar 31, 26 | -247 | 0.04% |
| Portland Global Advisors LLC | 16.85K | Mar 31, 26 | -200 | 0.04% |
| Stratos Wealth Partners, LTD. | 16.82K | Mar 31, 26 | -642 | 0.04% |
| Brewster Financial Planning LLC | 16.54K | Mar 31, 26 | -142 | 0.04% |
| Well Done, LLC | 16.28K | Mar 31, 26 | +1.92K | 0.04% |
| Empower Advisory Group, LLC | 15.71K | Mar 31, 26 | +5.08K | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 15.69K | Mar 31, 26 | +4.16K | 0.04% |
| SAX WEALTH ADVISORS, LLC | 15.59K | Mar 31, 26 | -- | 0.04% |
| NATIXIS ADVISORS, L.P. | 15.47K | Mar 31, 26 | +2.49K | 0.04% |
| Financial Connections Group, Inc. | 15.38K | Mar 31, 26 | -- | 0.04% |
| Opal Wealth Advisors, LLC | 15.23K | Mar 31, 26 | -668 | 0.04% |
| NewEdge Advisors, LLC | 14.70K | Mar 31, 26 | -5.19K | 0.03% |
| Plante Moran Financial Advisors, LLC | 14.66K | Mar 31, 26 | +14.25K | 0.03% |
| PDS Planning, Inc | 14.44K | Mar 31, 26 | +1.74K | 0.03% |
| Shepherd Financial Partners LLC | 14.40K | Mar 31, 26 | -1.31K | 0.03% |
| Klaas Financial Asset Advisors, LLC | 14.39K | Mar 31, 26 | +14.39K | 0.03% |
| American Trust | 14.34K | Mar 31, 26 | -1.15K | 0.03% |
| Paragon Capital Management Ltd | 14.13K | Mar 31, 26 | +4.04K | 0.03% |
| Modern Wealth Management, LLC | 14.13K | Mar 31, 26 | +4.45K | 0.03% |
| Birch Hill Investment Advisors LLC | 14.12K | Mar 31, 26 | -- | 0.03% |
| Adviser Investments LLC | 13.87K | Mar 31, 26 | -- | 0.03% |
| Financial Futures Ltd Liability Co. | 13.81K | Mar 31, 26 | +6 | 0.03% |
| BROWN ADVISORY INC | 13.80K | Mar 31, 26 | -459 | 0.03% |
| PARK AVENUE SECURITIES LLC | 13.75K | Mar 31, 26 | +161 | 0.03% |
| Walkner Condon Financial Advisors LLC | 13.71K | Mar 31, 26 | +715 | 0.03% |
| Round Rock Advisors, LLC | 13.62K | Mar 31, 26 | -- | 0.03% |
| Allodium Investment Consultants, LLC | 13.57K | Mar 31, 26 | +13.57K | 0.03% |
| Great Diamond Partners, LLC | 13.25K | Mar 31, 26 | +846 | 0.03% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 12.89K | Mar 31, 26 | +30 | 0.03% |
| Dunhill Financial, LLC | 12.88K | Mar 31, 26 | -1.10K | 0.03% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 12.80K | Mar 31, 26 | -204 | 0.03% |
| Ameritas Investment Partners, Inc. | 12.68K | Mar 31, 26 | -1.36K | 0.03% |
| Affinity Capital Advisors, LLC | 12.49K | Mar 31, 26 | -18 | 0.03% |
| Bangor Savings Bank | 11.91K | Mar 31, 26 | -947 | 0.03% |
| Neuberger Berman Group LLC | 11.67K | Mar 31, 26 | +287 | 0.03% |
| MORRIS FINANCIAL CONCEPTS, INC. | 11.62K | Mar 31, 26 | -251 | 0.03% |
| US BANCORP \DE\ | 11.52K | Mar 31, 26 | +10.90K | 0.03% |
| Buckingham Strategic Partners | 11.52K | Mar 31, 26 | -3.37K | 0.03% |
| Vanguard Personalized Indexing Management, LLC | 11.41K | Mar 31, 26 | +11.41K | 0.03% |
| Johnson Financial Group, LLC | 11.41K | Mar 31, 26 | -- | 0.03% |
| FOUNDERS FINANCIAL SECURITIES LLC | 11.35K | Mar 31, 26 | +4.61K | 0.03% |
| OLIO Financial Planning | 11.14K | Mar 31, 26 | -179 | 0.03% |
| Elwood & Goetz Wealth Advisory Group, LLC | 11.10K | Mar 31, 26 | +2.38K | 0.03% |
| HILL ISLAND FINANCIAL LLC | 11.06K | Mar 31, 26 | +517 | 0.03% |
| MGO ONE SEVEN LLC | 10.98K | Mar 31, 26 | -42 | 0.03% |
| MAYPORT, LLC | 10.95K | Mar 31, 26 | -- | 0.03% |
| 1ST SOURCE BANK | 10.82K | Mar 31, 26 | -- | 0.02% |
| Diversified Trust Co | 10.77K | Mar 31, 26 | -- | 0.02% |
| SOL Capital Management CO | 10.71K | Mar 31, 26 | +10.71K | 0.02% |
| DAVENPORT & Co LLC | 10.58K | Mar 31, 26 | +1 | 0.02% |
| Apollon Wealth Management, LLC | 10.39K | Mar 31, 26 | +1.45K | 0.02% |
| Brooklyn FI, LLC | 10.18K | Mar 31, 26 | +71 | 0.02% |
| PRESILIUM PRIVATE WEALTH, LLC | 10.11K | Mar 31, 26 | -201 | 0.02% |
| Farmers National Bank | 10.11K | Mar 31, 26 | -52 | 0.02% |
| Key FInancial Inc | 10.00K | Mar 31, 26 | +4.48K | 0.02% |
| Mokosak Advisory Group, LLC | 9.97K | Mar 31, 26 | -441 | 0.02% |
| Carr Financial Group Corp | 9.93K | Mar 31, 26 | +807 | 0.02% |
| Foster Group, Inc. | 9.82K | Mar 31, 26 | -459 | 0.02% |
| Tortoise Investment Management, LLC | 9.52K | Mar 31, 26 | +4 | 0.02% |
| TRUEFG, LLC | 9.51K | Mar 31, 26 | -443 | 0.02% |
| Private Advisor Group, LLC | 9.36K | Mar 31, 26 | -961 | 0.02% |
| ROOF EIDAM & MAYCOCK/ADV | 9.35K | Mar 31, 26 | -- | 0.02% |
| FLOW TRADERS U.S. LLC | 9.27K | Mar 31, 26 | +9.27K | 0.02% |
| Lido Advisors, LLC | 8.82K | Mar 31, 26 | +275 | 0.02% |
| Weinberger Asset Management, Inc | 8.64K | Mar 31, 26 | +3.21K | 0.02% |
| WASHINGTON TRUST BANK | 8.59K | Mar 31, 26 | -35 | 0.02% |
| Ipsen Advisor Group LLC | 8.51K | Mar 31, 26 | +4.04K | 0.02% |
| Nautilus Advisors LLC | 8.47K | Mar 31, 26 | +1 | 0.02% |
| First Pacific Financial | 8.43K | Mar 31, 26 | +1.09K | 0.02% |
| Dynamic Advisor Solutions LLC | 8.37K | Mar 31, 26 | -82 | 0.02% |
| Midwest Trust Co | 8.21K | Mar 31, 26 | +281 | 0.02% |
| Western Wealth Management, LLC | 8.09K | Mar 31, 26 | +170 | 0.02% |
| Riverwater Partners LLC | 8.00K | Mar 31, 26 | +5 | 0.02% |
| Equita Financial Network, Inc. | 7.88K | Mar 31, 26 | -253 | 0.02% |
| NWF Advisory Services Inc. | 7.88K | Mar 31, 26 | +8 | 0.02% |
| MAI Capital Management | 7.80K | Mar 31, 26 | -20 | 0.02% |
| Aureus Asset Management, LLC | 7.80K | Mar 31, 26 | +7.80K | 0.02% |
| Onyx Bridge Wealth Group LLC | 7.62K | Mar 31, 26 | +7.62K | 0.02% |
| Brinker Capital Investments, LLC | 7.59K | Mar 31, 26 | -340 | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 7.51K | Mar 31, 26 | -4.00K | 0.02% |
| Orin Green Financial, LLC | 7.49K | Mar 31, 26 | +473 | 0.02% |
| Opulen Financial Group LLC | 7.20K | Mar 31, 26 | +17 | 0.02% |
| Richard P Slaughter Associates Inc | 7.17K | Mar 31, 26 | -1.15K | 0.02% |
| Hills Bank & Trust Co | 7.15K | Mar 31, 26 | -- | 0.02% |
| D. E. Shaw & Co., Inc. | 7.13K | Mar 31, 26 | -- | 0.02% |
| Wells Financial Advisors INC | 7.08K | Mar 31, 26 | -- | 0.02% |
| LWM ADVISORS INC | 6.83K | Mar 31, 26 | -- | 0.02% |
| ST GERMAIN D J CO INC | 6.83K | Mar 31, 26 | -9 | 0.02% |
| Capital Analysts, LLC | 6.82K | Mar 31, 26 | +887 | 0.02% |
| Trust Co | 6.82K | Mar 31, 26 | -799 | 0.02% |
| Pathway Financial Advisors LLC | 6.82K | Mar 31, 26 | -- | 0.02% |
| CLUNE & ASSOCIATES, LTD. | 6.72K | Mar 31, 26 | +6.72K | 0.02% |
| SUMMIT WEALTH GROUP LLC / CO | 6.71K | Mar 31, 26 | -39 | 0.02% |
| United Asset Strategies, Inc. | 6.68K | Mar 31, 26 | +154 | 0.02% |
| CWS Financial Advisors, LLC | 6.62K | Mar 31, 26 | -144 | 0.02% |
| Werba Rubin Papier Wealth Management | 6.62K | Mar 31, 26 | +2.26K | 0.02% |
| McKinley Carter Wealth Services, Inc. | 6.41K | Mar 31, 26 | -2.27K | 0.01% |
| Weil Company, Inc. | 6.40K | Mar 31, 26 | +11 | 0.01% |
| National Wealth Management Group, LLC | 6.33K | Mar 31, 26 | +1.06K | 0.01% |
| Hiley Hunt Wealth Management | 6.33K | Mar 31, 26 | +10 | 0.01% |
| Higgins & Schmidt Wealth Strategies LLC | 6.30K | Mar 31, 26 | -117 | 0.01% |
| Friedenthal Financial | 6.28K | Mar 31, 26 | -- | 0.01% |
| GRAND WEALTH MANAGEMENT, LLC | 6.22K | Mar 31, 26 | +11 | 0.01% |
| Equitable Holdings, Inc. | 6.22K | Mar 31, 26 | +816 | 0.01% |
| WHITTIER TRUST CO | 6.20K | Mar 31, 26 | -25.00K | 0.01% |
| Hurlow Wealth Management Group, Inc. | 6.19K | Mar 31, 26 | -- | 0.01% |
| Linscomb & Williams, Inc. | 6.14K | Mar 31, 26 | -- | 0.01% |
| Ramiah Investment Group | 6.13K | Mar 31, 26 | -1.03K | 0.01% |
| Harbor Group, Inc. | 6.06K | Mar 31, 26 | -19 | 0.01% |
| Peak Financial Management, Inc. | 5.93K | Mar 31, 26 | -- | 0.01% |
| Stewardship Advisors, LLC | 5.89K | Mar 31, 26 | +67 | 0.01% |
| Ryan Investment Management, Inc. | 5.87K | Mar 31, 26 | -- | 0.01% |
| BLB&B Advisors, LLC | 5.84K | Mar 31, 26 | +94 | 0.01% |
| Valmark Advisers, Inc. | 5.84K | Mar 31, 26 | +465 | 0.01% |
| JNBA Financial Advisors | 5.83K | Mar 31, 26 | -203 | 0.01% |
| TCI Wealth Advisors, Inc. | 5.83K | Mar 31, 26 | +91 | 0.01% |
| AAF Wealth Management, LLC | 5.82K | Mar 31, 26 | +5.82K | 0.01% |
| One Wealth Advisors, LLC | 5.77K | Mar 31, 26 | +4 | 0.01% |
| Caprock Group, LLC | 5.71K | Mar 31, 26 | -- | 0.01% |
| Cornerstone Wealth Advisors, Inc. | 5.57K | Mar 31, 26 | +125 | 0.01% |
| Morton Brown Family Wealth, LLC | 5.56K | Mar 31, 26 | -461 | 0.01% |
| VAUGHAN & Co SECURITIES, INC. | 5.52K | Mar 31, 26 | -- | 0.01% |
| Continuum Advisory, LLC | 5.37K | Mar 31, 26 | +710 | 0.01% |
| Baltimore-Washington Financial Advisors, Inc. | 5.24K | Mar 31, 26 | -- | 0.01% |
| MOLLER FINANCIAL SERVICES | 5.23K | Mar 31, 26 | -1.99K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 5.11K | Mar 31, 26 | -- | 0.01% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 5.05K | Mar 31, 26 | -200 | 0.01% |
| Finley Financial, LLC | 5.00K | Mar 31, 26 | -- | 0.01% |
| HighPoint Advisor Group LLC | 5.00K | Mar 31, 26 | -35 | 0.01% |
| McClarren Financial Advisors, Inc. | 4.90K | Mar 31, 26 | +1.30K | 0.01% |
| Baker Avenue Asset Management, LP | 4.87K | Mar 31, 26 | -87 | 0.01% |
| Empowered Funds, LLC | 4.79K | Mar 31, 26 | +4.79K | 0.01% |
| Focus Financial Network, Inc. | 4.75K | Mar 31, 26 | +12 | 0.01% |
| Keener Financial Planning LLC | 4.62K | Mar 31, 26 | +115 | 0.01% |
| XTX Topco Ltd | 4.62K | Mar 31, 26 | -2.12K | 0.01% |
| LongView Wealth Management | 4.60K | Mar 31, 26 | -6.27K | 0.01% |
| PINNACLE ASSOCIATES LTD | 4.57K | Mar 31, 26 | -178 | 0.01% |
| NOTTINGHAM ADVISORS, INC. | 4.53K | Mar 31, 26 | -83 | 0.01% |
| Barden Capital Management, Inc. | 4.47K | Mar 31, 26 | +4.47K | 0.01% |
| ASSOCIATED BANC-CORP | 4.45K | Mar 31, 26 | -- | 0.01% |
| Curtis Advisory Group, LLC | 4.41K | Mar 31, 26 | +4.41K | 0.01% |
| Integrated Wealth Concepts LLC | 4.39K | Mar 31, 26 | +4.39K | 0.01% |
| Krilogy Financial LLC | 4.38K | Mar 31, 26 | -7 | 0.01% |
| ProVise Management Group, LLC | 4.37K | Mar 31, 26 | -33 | 0.01% |
| Sanctuary Advisors, LLC | 4.36K | Mar 31, 26 | -3.34K | 0.01% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 4.32K | Mar 31, 26 | +4.32K | 0.01% |
| Merit Financial Group, LLC | 4.30K | Mar 31, 26 | +4.30K | 0.01% |
| Impact Investors, Inc | 4.28K | Mar 31, 26 | +4.28K | 0.01% |
| Etesian Wealth Advisors, Inc. | 4.28K | Mar 31, 26 | +4.28K | 0.01% |
| Pinnacle Wealth Management Advisory Group, LLC | 4.27K | Mar 31, 26 | +4.27K | 0.01% |
| Fortress Financial Solutions, LLC | 4.26K | Mar 31, 26 | +4.26K | 0.01% |
| Accurate Wealth Management, LLC | 4.22K | Mar 31, 26 | +4.22K | 0.01% |
| UMB Bank, n.a. | 4.19K | Mar 31, 26 | -- | 0.01% |
| FIRST HORIZON CORP | 3.86K | Mar 31, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 3.83K | Mar 31, 26 | -1.00K | 0.01% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.74K | Mar 31, 26 | -679 | 0.01% |
| American Capital Advisory, LLC | 3.62K | Mar 31, 26 | -10 | 0.01% |
| Larson Financial Group LLC | 3.50K | Mar 31, 26 | -1.18K | 0.01% |
| CENTRAL TRUST Co | 3.49K | Mar 31, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 3.45K | Mar 31, 26 | +3.45K | 0.01% |
| Sherman Asset Management, Inc. | 3.31K | Mar 31, 26 | +851 | 0.01% |
| Clean Yield Group | 3.22K | Mar 31, 26 | +3.22K | 0.01% |
| Carolina Wealth Advisors, LLC | 3.09K | Mar 31, 26 | -- | 0.01% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 2.92K | Mar 31, 26 | +2.92K | 0.01% |
| Founders Financial Alliance, LLC | 2.89K | Mar 31, 26 | -- | 0.01% |
| Central Pacific Bank - Trust Division | 2.84K | Mar 31, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 2.82K | Mar 31, 26 | -136 | 0.01% |
| MANNING & NAPIER ADVISORS LLC | 2.52K | Mar 31, 26 | -371 | 0.01% |
| NBT BANK N A /NY | 2.23K | Mar 31, 26 | -- | 0.01% |
| Rossmore Private Capital | 2.04K | Mar 31, 26 | -- | 0.00% |
| Horizons Wealth Management | 2.01K | Mar 31, 26 | -565 | 0.00% |
| Advantage Trust Co | 1.91K | Mar 31, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 1.88K | Mar 31, 26 | +625 | 0.00% |
| UNION SAVINGS BANK | 1.83K | Mar 31, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 1.77K | Mar 31, 26 | +3 | 0.00% |
| Smartleaf Asset Management LLC | 1.67K | Mar 31, 26 | +1.55K | 0.00% |
| Quaker Wealth Management, LLC | 1.61K | Mar 31, 26 | -- | 0.00% |
| Rossby Financial, LCC | 1.60K | Mar 31, 26 | +681 | 0.00% |
| Investors Research Corp | 1.53K | Mar 31, 26 | -- | 0.00% |
| 4Thought Financial Group Inc. | 1.51K | Mar 31, 26 | -119 | 0.00% |
| BIRCHBROOK, INC. | 1.25K | Mar 31, 26 | -1.07K | 0.00% |
| Global Assets Advisory, LLC | 1.19K | Mar 31, 26 | +1.19K | 0.00% |
| Sage Mountain Advisors LLC | 1.18K | Mar 31, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.13K | Mar 31, 26 | +26 | 0.00% |
| Kennebec Savings Bank | 1.10K | Mar 31, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1.06K | Mar 31, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1.01K | Mar 31, 26 | -- | 0.00% |
| HM PAYSON & CO | 1.00K | Mar 31, 26 | -- | 0.00% |
| MJT & Associates Financial Advisory Group, Inc. | 983 | Mar 31, 26 | -134 | 0.00% |
| Ancora Advisors, LLC | 950 | Mar 31, 26 | -- | 0.00% |
| Your Advocates Ltd., LLP | 940 | Mar 31, 26 | +468 | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 915 | Mar 31, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 904 | Mar 31, 26 | -- | 0.00% |
| IFP Advisors, Inc | 860 | Mar 31, 26 | -50 | 0.00% |
| Russell Investments Group, Ltd. | 799 | Mar 31, 26 | -62 | 0.00% |
| Operose Advisors LLC | 777 | Mar 31, 26 | -- | 0.00% |
| Centerpoint Advisors, LLC | 675 | Mar 31, 26 | +111 | 0.00% |
| Capitol Family Office, Inc. | 589 | Mar 31, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 584 | Mar 31, 26 | -- | 0.00% |
| Covestor Ltd | 511 | Mar 31, 26 | +34 | 0.00% |
| CVA Family Office, LLC | 496 | Mar 31, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 496 | Mar 31, 26 | +496 | 0.00% |
| Qube Research & Technologies Ltd | 465 | Mar 31, 26 | -463 | 0.00% |
| AlphaCore Capital LLC | 458 | Mar 31, 26 | -- | 0.00% |
| Westend Capital Management, LLC | 447 | Mar 31, 26 | -20 | 0.00% |
| Front Row Advisors LLC | 442 | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 437 | Mar 31, 26 | -18 | 0.00% |
| DAGCO, INC. | 430 | Mar 31, 26 | +1 | 0.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 429 | Mar 31, 26 | -- | 0.00% |
| Security National Bank | 411 | Mar 31, 26 | +411 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 373 | Mar 31, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 373 | Mar 31, 26 | +1 | 0.00% |
| Archer Investment Corp | 361 | Mar 31, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 360 | Mar 31, 26 | -- | 0.00% |
| PITTENGER & ANDERSON INC | 350 | Mar 31, 26 | +350 | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 337 | Mar 31, 26 | +337 | 0.00% |
| Sawyer & Company, Inc | 325 | Mar 31, 26 | +325 | 0.00% |
| Cornerstone Planning Group LLC | 306 | Mar 31, 26 | +306 | 0.00% |
| Milestone Investment Advisors LLC | 291 | Mar 31, 26 | +291 | 0.00% |
| AE Wealth Management LLC | 287 | Mar 31, 26 | -280 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 265 | Mar 31, 26 | -- | 0.00% |
| MASECO LLP | 254 | Mar 31, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 249 | Mar 31, 26 | -53 | 0.00% |
| Cherry Tree Wealth Management, LLC | 248 | Mar 31, 26 | -- | 0.00% |
| Center for Financial Planning, Inc. | 218 | Mar 31, 26 | -- | 0.00% |
| MTM Investment Management, LLC | 200 | Mar 31, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 185 | Mar 31, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 179 | Mar 31, 26 | +179 | 0.00% |
| GW&K Investment Management, LLC | 130 | Mar 31, 26 | +130 | 0.00% |
| Valued Wealth Advisors LLC | 100 | Mar 31, 26 | -- | 0.00% |
| Fountainhead AM, LLC | 81 | Mar 31, 26 | -34 | 0.00% |
| ATWOOD & PALMER INC | 79 | Mar 31, 26 | +79 | 0.00% |
| Triumph Capital Management | 79 | Mar 31, 26 | +6 | 0.00% |
| Sunbelt Securities, Inc. | 72 | Mar 31, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 70 | Mar 31, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 58 | Mar 31, 26 | -- | 0.00% |
| Community Bank, N.A. | 51 | Mar 31, 26 | -- | 0.00% |
| True Link Financial Advisors, LLC | 42 | Mar 31, 26 | +42 | 0.00% |
| Golden State Equity Partners | 37 | Mar 31, 26 | +37 | 0.00% |
| WealthShield Partners, LLC | 36 | Mar 31, 26 | +15 | 0.00% |
| Signature Resources Capital Management, LLC | 33 | Mar 31, 26 | -- | 0.00% |
| Legacy Wealth Managment, LLC/ID | 18 | Mar 31, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | Mar 31, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 5 | Mar 31, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 4 | Mar 31, 26 | -48.97K | 0.00% |
| Financial Life Planners | 3 | Mar 31, 26 | +3 | 0.00% |
| Davis Capital Management | 2 | Mar 31, 26 | -- | 0.00% |
| Urban Financial Advisory Corp | 1 | Mar 31, 26 | -- | 0.00% |
| Glassman Wealth Services | 1 | Mar 31, 26 | -- | 0.00% |
| GoalVest Advisory LLC | -- | Mar 31, 26 | -659 | -- |
| Spire Wealth Management | -- | Mar 31, 26 | -797 | -- |
| Mowery & Schoenfeld Wealth Management, LLC | -- | Mar 31, 26 | -75 | -- |
| Whitegate Investment Counselors, Inc. | -- | Mar 31, 26 | -4.36K | -- |
| SigFig Wealth Management, LLC | -- | Mar 31, 26 | -197.89K | -- |
| Concord Wealth Partners | -- | Mar 31, 26 | -94 | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -16.65K | -- |
| Valeo Financial Advisors, LLC | -- | Mar 31, 26 | -8.33K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -34.38K | -- |
| Commonwealth Retirement Investments LLC | -- | Mar 31, 26 | -11 | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Mar 31, 26 | -3.99K | -- |
| AMARA FINANCIAL, LLC. | -- | Mar 31, 26 | -5.08K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -636 | -- |
| Viewpoint Capital Management LLC | -- | Mar 31, 26 | -5.00K | -- |
| Litman Gregory Wealth Management LLC | 134.65K | Dec 31, 25 | -7.38K | 0.31% |
| Global Retirement Partners, LLC | 100.34K | Dec 31, 25 | +100.05K | 0.23% |
| Quent Long Short Global Small Cap Fund, LP | 74.95K | Dec 31, 25 | +74.95K | 0.17% |
| Clarius Group, LLC | 67.62K | Dec 31, 25 | -1.06K | 0.16% |
| Wealth Advisory Team LLC | 25.09K | Dec 31, 25 | +25.09K | 0.06% |
| Long Run Wealth Advisors, LLC | 18.26K | Dec 31, 25 | +179 | 0.04% |
| COMERICA BANK | 3.52K | Dec 31, 25 | +6 | 0.01% |
| Stephens Consulting, LLC | 1.98K | Dec 31, 25 | -64 | 0.00% |
| ORG Partners LLC | 37 | Dec 31, 25 | -438 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.23K | -- |
| Willow Creek Wealth Management Inc. | 109.29K | Sep 30, 25 | -197 | 0.25% |
| Financial Advisors, LLC | 63.11K | Sep 30, 25 | -925 | 0.15% |
| Lowe Wealth Advisors, LLC | 26 | Sep 30, 25 | +26 | 0.00% |
| Guerra Advisors Inc | 7 | Sep 30, 25 | +7 | 0.00% |
| Parkside Advisors LLC | 117.43K | Jun 30, 25 | -1.02K | 0.27% |
| DOHJ, LLC | 69.76K | Jun 30, 25 | +11.62K | 0.16% |
| Martin Worley Group | 30.07K | Jun 30, 25 | -6.32K | 0.07% |
| Congress Wealth Management LLC / DE / | 25.71K | Jun 30, 25 | +2.24K | 0.06% |
| AVANTAX ADVISORY SERVICES, INC. | 12.04K | Jun 30, 25 | -90 | 0.03% |
| PrairieView Partners, LLC | 9.27K | Jun 30, 25 | -1 | 0.02% |
| Legacy Investment Solutions, LLC | 18 | Jun 30, 25 | +18 | 0.00% |
| COOK WEALTH MANAGEMENT GROUP LLC | 10.71K | Mar 31, 25 | -125 | 0.02% |
| Grant/GrossMendelsohn, LLC | 7.44K | Mar 31, 25 | -- | 0.02% |
| Wade Financial Advisory, Inc | 6.28K | Mar 31, 25 | +118 | 0.01% |
| Orion Portfolio Solutions, LLC | 6.12K | Mar 31, 25 | -116 | 0.01% |
| Sandy Spring Bank | 849 | Mar 31, 25 | +849 | 0.00% |
| HART & PATTERSON FINANCIAL GROUP LLC | 39.39K | Dec 31, 24 | -5.26K | 0.09% |
| Kades & Cheifetz LLC | 5.39K | Dec 31, 24 | +22 | 0.01% |
| PRIVATE CAPITAL MANAGEMENT LLC | 2.20K | Dec 31, 24 | -1.02K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 102.04K | Sep 30, 24 | +10.02K | 0.23% |
| RAYMOND JAMES TRUST N.A. | 24.87K | Sep 30, 24 | -450 | 0.06% |
| RAYMOND JAMES & ASSOCIATES | 15.58K | Sep 30, 24 | -1.42K | 0.04% |
| BBJS FINANCIAL ADVISORS, LLC | 6.86K | Sep 30, 24 | +22 | 0.02% |
| FinTrust Capital Advisors, LLC | 1.47K | Sep 30, 24 | -47 | 0.00% |
| BlackRock Inc. | 601.04K | Jun 30, 24 | +460.18K | 1.38% |
| TCWP LLC | 12.77K | Jun 30, 24 | -24 | 0.03% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 8.85K | Jun 30, 24 | +1.44K | 0.02% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4.90K | Jun 30, 24 | -51 | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.92K | Jun 30, 24 | -242 | 0.01% |
| Crestone Asset Management LLC | 44.31K | Mar 31, 24 | +335 | 0.10% |
| Cetera Advisor Networks LLC | 33.29K | Mar 31, 24 | -6.09K | 0.08% |
| Cetera Advisors LLC | 25.29K | Mar 31, 24 | +25.29K | 0.06% |
| Strategic Wealth Partners Group LLC | 9.53K | Mar 31, 24 | -241 | 0.02% |
| FOCUS FINANCIAL NETWORK INC /ADV | 164.31K | Dec 31, 23 | +164.31K | 0.38% |
| Baystate Wealth Management LLC | 29.60K | Dec 31, 23 | +1.05K | 0.07% |
| WADE G W & INC | 29.16K | Dec 31, 23 | +229 | 0.07% |
| DFPG INVESTMENTS, LLC | 9.88K | Dec 31, 23 | -2.90K | 0.02% |
| Bridgeworth, LLC | 9.32K | Dec 31, 23 | -- | 0.02% |
| Bartlett & Co. LLC | 915 | Dec 31, 23 | -- | 0.00% |
| DB Wealth Management Group, LLC | 875 | Dec 31, 23 | -- | 0.00% |
| PROVENCE WEALTH MANAGEMENT GROUP | -- | Dec 31, 23 | -345 | -- |
| WEALTHSOURCE PARTNERS, LLC | -- | Dec 31, 23 | -12.43K | -- |
| PATHSTONE FAMILY OFFICE, LLC | 496.35K | Sep 30, 23 | +8.53K | 1.14% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 24.08K | Sep 30, 23 | -21.04K | 0.06% |
| Trellis Advisors, LLC | 20.36K | Sep 30, 23 | +244 | 0.05% |
| Column Capital Advisors, LLC | 2.71K | Sep 30, 23 | +1 | 0.01% |
| TIAA, FSB | 1.37M | Jun 30, 23 | +270.89K | 3.15% |
| Ten Capital Wealth Advisors, LLC | 16.16K | Jun 30, 23 | +16.16K | 0.04% |
| Financial Architects, Inc | 12.12K | Jun 30, 23 | -648 | 0.03% |
| AFFINIA FINANCIAL GROUP, LLC | 8.62K | Jun 30, 23 | -199 | 0.02% |
| Veritable, L.P. | 5.75K | Jun 30, 23 | +5.75K | 0.01% |
| Kistler-Tiffany Companies, LLC | 922 | Jun 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 863 | Jun 30, 23 | -3 | 0.00% |
| Endurance Wealth Management, Inc. | 570 | Jun 30, 23 | -- | 0.00% |
| First Capital Advisors Group, LLC. | 153 | Jun 30, 23 | -- | 0.00% |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -128 | -- |
| Parsec Financial Management, Inc. | 169.57K | Mar 31, 23 | +13.39K | 0.39% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 79.66K | Mar 31, 23 | +2.53K | 0.18% |
| Baldrige Asset Management LLC | 9.95K | Mar 31, 23 | +116 | 0.02% |
| LeJeune Puetz Investment Counsel LLC | 4.14K | Mar 31, 23 | -- | 0.01% |
| Autus Asset Management, LLC | 27.14K | Dec 31, 22 | -75 | 0.06% |
| Claraphi Advisory Network, LLC | 26.99K | Dec 31, 22 | +13.43K | 0.06% |
| Personal Capital Advisors Corp | 18.60K | Dec 31, 22 | +167 | 0.04% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.20K | Dec 31, 22 | -- | 0.00% |
| 55I, LLC | 241.57K | Sep 30, 22 | +24.07K | 0.56% |
| Highland Private Wealth Management | 75.90K | Sep 30, 22 | +1.10K | 0.17% |
| Radnor Financial Advisors, LLC | 35.23K | Sep 30, 22 | +35.23K | 0.08% |
| CPWM, LLC | 17.67K | Sep 30, 22 | +6.91K | 0.04% |
| American Portfolios Advisors | 17.52K | Sep 30, 22 | +17.52K | 0.04% |
| Maryland Capital Management | 10.75K | Sep 30, 22 | -- | 0.02% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2.94K | Sep 30, 22 | +2.94K | 0.01% |
| MUFG Americas Holdings Corp | 893 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -450 | -- |
| HC FINANCIAL ADVISORS INC | 1.24K | Jun 30, 22 | -- | 0.00% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -2.13K | -- |
| Hefren-Tillotson, Inc. | 46.13K | Mar 31, 22 | +9.73K | 0.11% |
| People's United Financial, Inc. | -- | Mar 31, 22 | -12.72K | -- |
| QUEST CAPITAL MANAGEMENT INC /ADV | 16.02K | Dec 31, 21 | -- | 0.04% |
| Carroll Financial Associates, Inc. | 1.33K | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -494 | -- |
| Covenant Multifamily Offices, LLC | 12.59K | Sep 30, 21 | +7.60K | 0.03% |
| Brouwer & Janachowski, LLC | 9.26K | Sep 30, 21 | +169 | 0.02% |
| PFM Asset Management LLC | 1.31K | Sep 30, 21 | -3.47K | 0.00% |
| FormulaFolio Investments, LLC | 2.65K | Jun 30, 21 | +4 | 0.01% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 23.44K | Mar 31, 21 | +578 | 0.05% |
| Paracle Advisors, LLC | 12.13K | Mar 31, 21 | -- | 0.03% |
| Pinnacle Advisory Group, Inc. | 9.87K | Mar 31, 21 | -152 | 0.02% |
| Reby Advisors, LLC | 200 | Dec 31, 20 | +200 | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 1.56K | Sep 30, 20 | +261 | 0.00% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -522 | -- |
| Watson Rebecca | -- | Sep 30, 20 | -4.99K | -- |
| BRINKER CAPITAL INC | 25.81K | Jun 30, 20 | -379 | 0.06% |
| Fiduciary Trust Co International of Pennsylvania | 22.01K | Mar 31, 20 | +22.01K | 0.05% |
| Advisor Group, Inc. | 10.43K | Dec 31, 19 | +10.38K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.28K | Dec 31, 19 | -22 | 0.01% |
| SUNTRUST BANKS INC | 30.62K | Sep 30, 19 | +30.62K | 0.07% |