iShares Select U.S. REIT ETF(ICF)

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iShares Select U.S. REIT ETF(ICF)

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$69.98—

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ICF(ICF)

ICF

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

Institutional Ownership

Top 527 Institutional Holders

Holder	Shares	Date	Change	% Held
IFG Advisors, LLC	231.47K	Jun 30, 26	-3.51K	0.77%
Brewster Financial Planning LLC	181.73K	Jun 30, 26	+4.81K	0.60%
William Howard & Co Financial Advisors Inc	160.92K	Jun 30, 26	+91	0.53%
Ballentine Partners, LLC	115.44K	Jun 30, 26	-57	0.38%
Innova Wealth Partners	111.81K	Jun 30, 26	+37.99K	0.37%
Ifrah Financial Services, Inc.	88.70K	Jun 30, 26	-1.06K	0.29%
SOA Wealth Advisors, LLC.	68.98K	Jun 30, 26	+10.24K	0.23%
D.A. DAVIDSON & CO.	40.25K	Jun 30, 26	+931	0.13%
Mine & Arao Wealth Creation & Management, LLC.	40.25K	Jun 30, 26	+106	0.13%
HARBOR INVESTMENT ADVISORY, LLC	37.49K	Jun 30, 26	-1.26K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24.05K	Jun 30, 26	+1.55K	0.08%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	23.34K	Jun 30, 26	-1.44K	0.08%
jvl associates llc	21.80K	Jun 30, 26	--	0.07%
McNaughton Wealth Management, LLC	20.93K	Jun 30, 26	-81	0.07%
Avidian Wealth Solutions, LLC	19.07K	Jun 30, 26	-260	0.06%
Spire Wealth Management	16.31K	Jun 30, 26	--	0.05%
ARK & TLK INVESTMENTS, LLC	15.85K	Jun 30, 26	--	0.05%
TRUST CO OF VIRGINIA /VA	15.41K	Jun 30, 26	--	0.05%
SONATA CAPITAL GROUP INC	15.13K	Jun 30, 26	-1.03K	0.05%
Farther Finance Advisors, LLC	14.41K	Jun 30, 26	+89	0.05%
VERITY Wealth Advisors	13.32K	Jun 30, 26	+40	0.04%
BTC Capital Management, Inc.	13.31K	Jun 30, 26	--	0.04%
Intergy Private Wealth, LLC	12.47K	Jun 30, 26	--	0.04%
J.W. COLE ADVISORS, INC.	12.31K	Jun 30, 26	+12.31K	0.04%
DELTA CAPITAL MANAGEMENT LLC	11.40K	Jun 30, 26	--	0.04%
Wealthcare Advisory Partners LLC	10.49K	Jun 30, 26	+717	0.03%
Sound Income Strategies, LLC	9.89K	Jun 30, 26	+2.56K	0.03%
JAMES INVESTMENT RESEARCH INC	9.00K	Jun 30, 26	--	0.03%
Affinity Capital Advisors, LLC	8.90K	Jun 30, 26	--	0.03%
Fairway Wealth LLC	8.88K	Jun 30, 26	+129	0.03%
BARTLETT & CO. WEALTH MANAGEMENT LLC	8.57K	Jun 30, 26	-372	0.03%
FIFTH THIRD SECURITIES, INC.	8.02K	Jun 30, 26	+33	0.03%
SJS Investment Consulting Inc.	8.00K	Jun 30, 26	-653	0.03%
OLD NATIONAL BANCORP /IN/	7.54K	Jun 30, 26	-49	0.02%
Range Financial Group LLC	7.12K	Jun 30, 26	-902	0.02%
Oak Wealth Advisors LLC	6.88K	Jun 30, 26	-626	0.02%
MISSION WEALTH MANAGEMENT, LP	6.66K	Jun 30, 26	+6.66K	0.02%
Post Resch Tallon Group Inc.	6.40K	Jun 30, 26	+150	0.02%
SAPIENT CAPITAL LLC	6.29K	Jun 30, 26	-691	0.02%
JFS WEALTH ADVISORS, LLC	6.12K	Jun 30, 26	--	0.02%
Waldron Private Wealth LLC	6.05K	Jun 30, 26	--	0.02%
Mosley Wealth Management	5.77K	Jun 30, 26	-24.30K	0.02%
Sequoia Financial Advisors, LLC	5.40K	Jun 30, 26	-22	0.02%
Steigerwald, Gordon & Koch Inc.	5.33K	Jun 30, 26	-405	0.02%
Breakwater Capital Group	4.81K	Jun 30, 26	-170	0.02%
Courage Miller Partners, LLC	4.42K	Jun 30, 26	-16	0.01%
TITLEIST ASSET MANAGEMENT, LLC	4.25K	Jun 30, 26	--	0.01%
Gradient Capital Advisors, LLC	4.12K	Jun 30, 26	--	0.01%
Sowell Financial Services LLC	3.98K	Jun 30, 26	+17	0.01%
Sage Capital Advisors,llc	3.90K	Jun 30, 26	+5	0.01%
Relyea Zuckerberg Hanson LLC	3.80K	Jun 30, 26	--	0.01%
Fortitude Advisory Group L.L.C.	3.63K	Jun 30, 26	--	0.01%
Merit Financial Group, LLC	3.59K	Jun 30, 26	+279	0.01%
Orin Green Financial, LLC	3.28K	Jun 30, 26	--	0.01%
Net Worth Advisory Group	3.23K	Jun 30, 26	+3.23K	0.01%
Bison Wealth, LLC	3.12K	Jun 30, 26	+1	0.01%
Arbor Investment Advisors, LLC	3.07K	Jun 30, 26	+3.07K	0.01%
Physician Wealth Advisors, Inc.	2.73K	Jun 30, 26	-115	0.01%
NBC SECURITIES, INC.	2.20K	Jun 30, 26	+30	0.01%
Capital Advisors, Ltd. LLC	2.06K	Jun 30, 26	--	0.01%
Moisand Fitzgerald Tamayo, LLC	1.80K	Jun 30, 26	--	0.01%
Cordant, Inc.	1.55K	Jun 30, 26	--	0.01%
AdvisorNet Financial, Inc	1.46K	Jun 30, 26	-380	0.00%
Provenance Wealth Advisors, LLC	1.40K	Jun 30, 26	--	0.00%
Bank of New Hampshire	1.15K	Jun 30, 26	--	0.00%
CX Institutional	745	Jun 30, 26	-738	0.00%
IFP Advisors, Inc	558	Jun 30, 26	-37	0.00%
ZRC WEALTH MANAGEMENT, LLC	540	Jun 30, 26	+3	0.00%
HM PAYSON & CO	450	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	405	Jun 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	359	Jun 30, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	359	Jun 30, 26	+2	0.00%
Piscataqua Savings Bank	300	Jun 30, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	270	Jun 30, 26	--	0.00%
GAMMA Investing LLC	246	Jun 30, 26	--	0.00%
Curat Global, LLC	192	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	182	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	166	Jun 30, 26	+74	0.00%
Ronald Blue Trust, Inc.	130	Jun 30, 26	--	0.00%
Investors Research Corp	73	Jun 30, 26	--	0.00%
Register Financial Advisors LLC	52	Jun 30, 26	--	0.00%
Noble Wealth Management PBC	50	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	40	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	21	Jun 30, 26	+21	0.00%
Crews Bank & Trust	--	Jun 30, 26	-186	--
Trust Co	--	Jun 30, 26	-1.47K	--
Key FInancial Inc	--	Jun 30, 26	-2	--
Clayton Financial Group LLC	--	Jun 30, 26	-491	--
CoreCap Advisors, LLC	--	Jun 30, 26	-71	--
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	--	Jun 30, 26	-5.12K	--
PROATHLETE WEALTH MANAGEMENT LLC	--	Jun 30, 26	-78	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.18M	Mar 31, 26	+26.59K	7.19%
JPMORGAN CHASE & CO	1.52M	Mar 31, 26	+38.83K	5.03%
MORGAN STANLEY	1.37M	Mar 31, 26	+923	4.52%
BANK OF AMERICA CORP /DE/	773.81K	Mar 31, 26	+5.64K	2.56%
RAYMOND JAMES FINANCIAL INC	732.41K	Mar 31, 26	+24.90K	2.42%
Foundations Investment Advisors, LLC	700.80K	Mar 31, 26	+74.42K	2.32%
Cetera Investment Advisers	681.01K	Mar 31, 26	+757	2.25%
ROYAL BANK OF CANADA	556.03K	Mar 31, 26	+39.32K	1.84%
M&T BANK CORP	465.93K	Mar 31, 26	-6.53K	1.54%
ADVISOR GROUP HOLDINGS, INC.	445.22K	Mar 31, 26	+133.32K	1.47%
LPL Financial LLC	444.39K	Mar 31, 26	-183	1.47%
Bank of New York Mellon Corp	366.81K	Mar 31, 26	+78.49K	1.21%
Kestra Advisory Services, LLC	357.98K	Mar 31, 26	+24.07K	1.18%
AMG National Trust Bank	333.72K	Mar 31, 26	+4.60K	1.10%
KEYBANK NATIONAL ASSOCIATION/OH	317.70K	Mar 31, 26	-2.94K	1.05%
Connecticut Wealth Management, LLC	308.90K	Mar 31, 26	-86.85K	1.02%
HUNTINGTON NATIONAL BANK	306.93K	Mar 31, 26	+29.63K	1.01%
Creative Planning	293.23K	Mar 31, 26	-6.17K	0.97%
LBMC INVESTMENT ADVISORS, LLC	239.25K	Mar 31, 26	-14.52K	0.79%
WELLS FARGO & COMPANY/MN	239.04K	Mar 31, 26	-1.83K	0.79%
FIFTH THIRD BANCORP	230.61K	Mar 31, 26	+33.61K	0.76%
TWO SIGMA INVESTMENTS, LP	230.42K	Mar 31, 26	-800	0.76%
ENVESTNET ASSET MANAGEMENT INC	227.49K	Mar 31, 26	+12.17K	0.75%
Pathstone Holdings, LLC	208.78K	Mar 31, 26	-3.91K	0.69%
Mariner, LLC	201.18K	Mar 31, 26	+49.32K	0.67%
COMMONWEALTH EQUITY SERVICES, LLC	176.06K	Mar 31, 26	+2.14K	0.58%
Colony Group, LLC	166.20K	Mar 31, 26	-2.48K	0.55%
UBS Group AG	148.79K	Mar 31, 26	+10.98K	0.49%
AWM CAPITAL, LLC	141.49K	Mar 31, 26	-5.14K	0.47%
CI Private Wealth, LLC	139.72K	Mar 31, 26	-1.56K	0.46%
HighTower Advisors, LLC	134.43K	Mar 31, 26	-8.79K	0.44%
CWM, LLC	125.74K	Mar 31, 26	+14.77K	0.42%
Cresset Asset Management, LLC	125.14K	Mar 31, 26	+15.51K	0.41%
US BANCORP \DE\	113.11K	Mar 31, 26	-2.05K	0.37%
CULLEN/FROST BANKERS, INC.	113.09K	Mar 31, 26	-5.21K	0.37%
MONETA GROUP INVESTMENT ADVISORS LLC	111.18K	Mar 31, 26	+3.99K	0.37%
Koss-Olinger Consulting, LLC	110.42K	Mar 31, 26	-79.19K	0.37%
PNC FINANCIAL SERVICES GROUP, INC.	106.04K	Mar 31, 26	-7.11K	0.35%
AMERIPRISE FINANCIAL INC	92.32K	Mar 31, 26	-28.27K	0.31%
Asset Management Group, Inc.	90.83K	Mar 31, 26	-2.59K	0.30%
Garde Capital, Inc.	87.90K	Mar 31, 26	+1.08K	0.29%
NORTHERN TRUST CORP	86.46K	Mar 31, 26	-5.50K	0.29%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	84.45K	Mar 31, 26	+84.45K	0.28%
NFP Retirement, Inc.	78.79K	Mar 31, 26	+10.67K	0.26%
Baird Financial Group, Inc.	72.82K	Mar 31, 26	-5.36K	0.24%
Equitable Holdings, Inc.	68.18K	Mar 31, 26	+3.89K	0.23%
MERCER GLOBAL ADVISORS INC /ADV	63.93K	Mar 31, 26	+3.25K	0.21%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	63.72K	Mar 31, 26	+11.19K	0.21%
Beacon Pointe Advisors, LLC	63.03K	Mar 31, 26	-13.26K	0.21%
Per Stirling Capital Management, LLC.	60.94K	Mar 31, 26	-218	0.20%
Modern Wealth Management, LLC	60.67K	Mar 31, 26	-6.80K	0.20%
ARBOR TRUST WEALTH ADVISORS, LLC	59.71K	Mar 31, 26	-2.25K	0.20%
Belpointe Asset Management LLC	58.28K	Mar 31, 26	+4.40K	0.19%
CAPTRUST FINANCIAL ADVISORS	58.07K	Mar 31, 26	-251	0.19%
FIDUCIARY TRUST CO	55.24K	Mar 31, 26	-3.04K	0.18%
Cornerstone Wealth Group, LLC	40.81K	Mar 31, 26	-10.59K	0.13%
Cassaday & Co Wealth Management LLC	37.86K	Mar 31, 26	-374	0.13%
PRINCIPAL SECURITIES, INC.	36.77K	Mar 31, 26	+289	0.12%
Frank, Rimerman Advisors LLC	33.28K	Mar 31, 26	--	0.11%
Parkside Financial Bank & Trust	31.81K	Mar 31, 26	+2.48K	0.11%
GOLDMAN SACHS GROUP INC	31.41K	Mar 31, 26	+5.59K	0.10%
Westside Investment Management, Inc.	30.26K	Mar 31, 26	+7.04K	0.10%
KINGSWOOD WEALTH ADVISORS, LLC	29.24K	Mar 31, 26	+29.24K	0.10%
Capital Analysts, LLC	28.64K	Mar 31, 26	+1.33K	0.09%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	27.70K	Mar 31, 26	--	0.09%
Private Advisor Group, LLC	27.39K	Mar 31, 26	-2.05K	0.09%
IHT Wealth Management, LLC	26.95K	Mar 31, 26	+432	0.09%
Chicago Partners Investment Group LLC	26.93K	Mar 31, 26	+15.37K	0.09%
Mutual Advisors, LLC	26.42K	Mar 31, 26	+3.66K	0.09%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	25.44K	Mar 31, 26	-1.95K	0.08%
MML INVESTORS SERVICES, LLC	23.09K	Mar 31, 26	-2.55K	0.08%
Capital Investment Advisors, LLC	23.03K	Mar 31, 26	-575	0.08%
Greykasell Wealth Strategies, Inc.	22.44K	Mar 31, 26	-730	0.07%
Rockefeller Capital Management L.P.	21.93K	Mar 31, 26	-474	0.07%
Financial Futures Ltd Liability Co.	21.88K	Mar 31, 26	-1.26K	0.07%
Cerity Partners LLC	21.88K	Mar 31, 26	-3.33K	0.07%
BAILARD, INC.	21.59K	Mar 31, 26	+485	0.07%
COMMERCE BANK	21.40K	Mar 31, 26	--	0.07%
Savant Capital, LLC	21.35K	Mar 31, 26	-388	0.07%
CITIGROUP INC	21.10K	Mar 31, 26	+735	0.07%
Janney Montgomery Scott LLC	20.84K	Mar 31, 26	-327	0.07%
Arkadios Wealth Advisors	20.27K	Mar 31, 26	-4.03K	0.07%
CITADEL ADVISORS LLC	20.00K	Mar 31, 26	-667	0.07%
PEAPACK GLADSTONE FINANCIAL CORP	18.80K	Mar 31, 26	+45	0.06%
BLAIR WILLIAM & CO/IL	18.79K	Mar 31, 26	--	0.06%
Strata Wealth Advisors, LLC	18.15K	Mar 31, 26	+4.07K	0.06%
Cambridge Investment Research Advisors, Inc.	17.77K	Mar 31, 26	-118	0.06%
PCA Investment Advisory Services Inc.	16.98K	Mar 31, 26	+4.04K	0.06%
NewEdge Advisors, LLC	16.78K	Mar 31, 26	+522	0.06%
Mount Yale Investment Advisors, LLC	16.76K	Mar 31, 26	+16.76K	0.06%
Dakota Wealth Management	16.11K	Mar 31, 26	-239	0.05%
Greenspring Advisors, LLC	15.73K	Mar 31, 26	-178	0.05%
HB Wealth Management, LLC	15.55K	Mar 31, 26	--	0.05%
White Lighthouse Investment Management Inc.	15.44K	Mar 31, 26	-590	0.05%
Tower Research Capital LLC (TRC)	14.94K	Mar 31, 26	+10.44K	0.05%
Evanson Asset Management, LLC	14.59K	Mar 31, 26	-169	0.05%
JONES FINANCIAL COMPANIES LLLP	14.00K	Mar 31, 26	+8.56K	0.05%
SCS Capital Management LLC	13.93K	Mar 31, 26	-3.62K	0.05%
TIAA TRUST, NATIONAL ASSOCIATION	13.90K	Mar 31, 26	-85.00K	0.05%
Modera Wealth Management, LLC	13.78K	Mar 31, 26	-230	0.05%
James J. Burns & Company, LLC	13.34K	Mar 31, 26	+63	0.04%
Capital Planning Advisors, LLC	13.12K	Mar 31, 26	--	0.04%
Whitegate Investment Counselors, Inc.	12.82K	Mar 31, 26	--	0.04%
Sanctuary Advisors, LLC	12.40K	Mar 31, 26	-1.49K	0.04%
Family Office Research LLC	12.37K	Mar 31, 26	-52	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.31K	Mar 31, 26	-35.60K	0.04%
Horizons Wealth Management	12.07K	Mar 31, 26	-1.90K	0.04%
Ashton Thomas Private Wealth, LLC	11.59K	Mar 31, 26	-6	0.04%
COLDSTREAM CAPITAL MANAGEMENT INC	11.42K	Mar 31, 26	--	0.04%
Fund Evaluation Group, LLC	11.13K	Mar 31, 26	--	0.04%
Audent Global Asset Management, LLC	10.73K	Mar 31, 26	-4.33K	0.04%
STIFEL FINANCIAL CORP	10.62K	Mar 31, 26	+80	0.04%
Wealthspire Advisors, LLC	10.55K	Mar 31, 26	+35	0.03%
Dorsey Wright & Associates	10.44K	Mar 31, 26	+10.44K	0.03%
Integrated Advisors Network LLC	10.00K	Mar 31, 26	-103	0.03%
CITIZENS FINANCIAL GROUP INC/RI	9.89K	Mar 31, 26	+9.89K	0.03%
One Capital Management, LLC	9.80K	Mar 31, 26	-344	0.03%
CreativeOne Wealth, LLC	9.40K	Mar 31, 26	-351	0.03%
White Knight Strategic Wealth Advisors, LLC	9.39K	Mar 31, 26	-1.64K	0.03%
Glenview Trust Co	9.32K	Mar 31, 26	--	0.03%
Vanguard National Trust Co	9.00K	Mar 31, 26	+9.00K	0.03%
MATHER GROUP, LLC.	8.97K	Mar 31, 26	+3.26K	0.03%
BANK OF STOCKTON	8.89K	Mar 31, 26	-4.18K	0.03%
Fairway Wealth LLC	8.76K	Mar 31, 26	+6	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	8.68K	Mar 31, 26	-210	0.03%
Capital Asset Advisory Services LLC	8.58K	Mar 31, 26	+17	0.03%
WATERS PARKERSON & CO., LLC	8.46K	Mar 31, 26	--	0.03%
HRT FINANCIAL LP	8.33K	Mar 31, 26	+8.33K	0.03%
FMR LLC	8.31K	Mar 31, 26	+3.05K	0.03%
Stratos Wealth Partners, LTD.	8.27K	Mar 31, 26	-33	0.03%
Aptus Capital Advisors, LLC	8.27K	Mar 31, 26	+804	0.03%
SIGMA INVESTMENT COUNSELORS INC	7.95K	Mar 31, 26	-2.47K	0.03%
Prostatis Group LLC	7.88K	Mar 31, 26	-331	0.03%
Sterling Investment Advisors, Ltd.	7.21K	Mar 31, 26	-160	0.02%
HSBC HOLDINGS PLC	7.18K	Mar 31, 26	-1.06K	0.02%
American Trust	6.41K	Mar 31, 26	+37	0.02%
American Investment Services, Inc.	6.38K	Mar 31, 26	--	0.02%
Westshore Wealth, LLC	6.38K	Mar 31, 26	--	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	5.73K	Mar 31, 26	--	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	5.72K	Mar 31, 26	+5.72K	0.02%
GWN SECURITIES INC.	5.70K	Mar 31, 26	+162	0.02%
Texas Yale Capital Corp.	5.60K	Mar 31, 26	--	0.02%
TD PRIVATE CLIENT WEALTH LLC	5.48K	Mar 31, 26	-182	0.02%
EP Wealth Advisors, LLC	5.34K	Mar 31, 26	+409	0.02%
Quantinno Capital Management LP	5.06K	Mar 31, 26	+5.06K	0.02%
Pensionmark Financial Group, LLC	4.96K	Mar 31, 26	+598	0.02%
CENTRAL TRUST Co	4.95K	Mar 31, 26	-1.19K	0.02%
NICOLET BANKSHARES INC	4.94K	Mar 31, 26	--	0.02%
GLENMEDE TRUST CO NA	4.85K	Mar 31, 26	-2.84K	0.02%
HOLDERNESS INVESTMENTS CO	4.80K	Mar 31, 26	--	0.02%
1ST SOURCE BANK	4.72K	Mar 31, 26	-645	0.02%
Atlantic Union Bankshares Corp	4.63K	Mar 31, 26	+6	0.02%
COZAD ASSET MANAGEMENT INC	4.59K	Mar 31, 26	--	0.02%
Ellis Investment Partners, LLC	4.51K	Mar 31, 26	+5	0.01%
AE Wealth Management LLC	4.50K	Mar 31, 26	-363	0.01%
Integrated Wealth Concepts LLC	4.49K	Mar 31, 26	+4.49K	0.01%
Linscomb & Williams, Inc.	4.41K	Mar 31, 26	--	0.01%
Opulen Financial Group LLC	4.37K	Mar 31, 26	-703	0.01%
Sunbelt Securities, Inc.	4.29K	Mar 31, 26	--	0.01%
Fort Sheridan Advisors LLC	4.23K	Mar 31, 26	+4.23K	0.01%
Jordan Park Group LLC	4.14K	Mar 31, 26	--	0.01%
SILVERCREST ASSET MANAGEMENT GROUP LLC	4.11K	Mar 31, 26	-300	0.01%
CHOREO, LLC	4.02K	Mar 31, 26	+39	0.01%
Robertson Stephens Wealth Management, LLC	3.92K	Mar 31, 26	+1	0.01%
Diversified Portfolios, Inc.	3.87K	Mar 31, 26	--	0.01%
Midwest Trust Co	3.85K	Mar 31, 26	-233	0.01%
Clark Capital Management Group, Inc.	3.82K	Mar 31, 26	--	0.01%
High Net Worth Advisory Group LLC	3.80K	Mar 31, 26	--	0.01%
Glass Jacobson Investment Advisors llc	3.77K	Mar 31, 26	--	0.01%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	3.72K	Mar 31, 26	--	0.01%
Allworth Financial LP	3.67K	Mar 31, 26	-480	0.01%
Note Advisors, LLC	3.65K	Mar 31, 26	+40	0.01%
NVWM, LLC	3.51K	Mar 31, 26	+3.51K	0.01%
SRS Capital Advisors, Inc.	3.45K	Mar 31, 26	--	0.01%
Evercore Wealth Management, LLC	3.40K	Mar 31, 26	--	0.01%
CARDIFF PARK ADVISORS, LLC	3.40K	Mar 31, 26	--	0.01%
North Star Investment Management Corp.	3.40K	Mar 31, 26	--	0.01%
D. E. Shaw & Co., Inc.	3.38K	Mar 31, 26	+3.38K	0.01%
CASTLE WEALTH MANAGEMENT LLC	3.35K	Mar 31, 26	+3.35K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.18K	Mar 31, 26	-23	0.01%
Geneos Wealth Management Inc.	2.83K	Mar 31, 26	--	0.01%
Private Wealth Management Group, LLC	2.77K	Mar 31, 26	--	0.01%
IMG Wealth Management, Inc.	2.50K	Mar 31, 26	--	0.01%
BESSEMER GROUP INC	2.50K	Mar 31, 26	--	0.01%
FRANKLIN RESOURCES INC	2.50K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	2.49K	Mar 31, 26	-1.40K	0.01%
Advisory Services Network, LLC	2.45K	Mar 31, 26	+2.45K	0.01%
Parallel Advisors, LLC	2.15K	Mar 31, 26	-100	0.01%
BlackRock, Inc.	1.85K	Mar 31, 26	-184.54K	0.01%
Johnson Financial Group, Inc.	1.74K	Mar 31, 26	--	0.01%
S.A. Mason LLC	1.66K	Mar 31, 26	+1.66K	0.01%
ORG Wealth Partners, LLC	1.64K	Mar 31, 26	--	0.01%
N.E.W. Advisory Services LLC	1.59K	Mar 31, 26	+600	0.01%
DT Investment Partners, LLC	1.50K	Mar 31, 26	--	0.00%
QUADRANT CAPITAL GROUP LLC	1.42K	Mar 31, 26	--	0.00%
Biltmore Family Office, LLC	1.40K	Mar 31, 26	--	0.00%
Larson Financial Group LLC	1.37K	Mar 31, 26	-1	0.00%
CVA Family Office, LLC	1.35K	Mar 31, 26	+1	0.00%
NBT BANK N A /NY	1.33K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.28K	Mar 31, 26	+86	0.00%
Russell Investments Group, Ltd.	1.27K	Mar 31, 26	-430	0.00%
Smartleaf Asset Management LLC	1.23K	Mar 31, 26	+1.19K	0.00%
HARBOUR INVESTMENTS, INC.	1.18K	Mar 31, 26	+266	0.00%
Cornerstone Planning Group LLC	1.15K	Mar 31, 26	-128	0.00%
Founders Financial Alliance, LLC	1.09K	Mar 31, 26	+4	0.00%
WHITTIER TRUST CO	1.05K	Mar 31, 26	--	0.00%
Manchester Capital Management LLC	1.00K	Mar 31, 26	--	0.00%
JDM Financial Group LLC	980	Mar 31, 26	--	0.00%
MAI Capital Management	918	Mar 31, 26	--	0.00%
COHEN & STEERS, INC.	845	Mar 31, 26	-10.47K	0.00%
Allspring Global Investments Holdings, LLC	765	Mar 31, 26	--	0.00%
Avion Wealth	740	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	696	Mar 31, 26	+696	0.00%
Nemes Rush Group LLC	602	Mar 31, 26	--	0.00%
AlphaCore Capital LLC	584	Mar 31, 26	-34	0.00%
Breakwater Investment Management	570	Mar 31, 26	--	0.00%
Millstone Evans Group, LLC	520	Mar 31, 26	--	0.00%
CNB Bank	500	Mar 31, 26	--	0.00%
BROWN, LISLE/CUMMINGS, INC.	472	Mar 31, 26	+1	0.00%
Dunhill Financial, LLC	405	Mar 31, 26	-7	0.00%
Federation des caisses Desjardins du Quebec	399	Mar 31, 26	-16	0.00%
Ancora Advisors, LLC	352	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	332	Mar 31, 26	-63	0.00%
AMERIFLEX GROUP, INC.	331	Mar 31, 26	-599	0.00%
Waverly Advisors, LLC	322	Mar 31, 26	--	0.00%
Redwood Park Advisors LLC	314	Mar 31, 26	+1	0.00%
EVERMAY WEALTH MANAGEMENT LLC	310	Mar 31, 26	-1.35K	0.00%
HOWE & RUSLING INC	300	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	296	Mar 31, 26	+1	0.00%
CALDWELL SUTTER CAPITAL, INC.	290	Mar 31, 26	--	0.00%
MOTCO	245	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	228	Mar 31, 26	--	0.00%
Hamilton Point Investment Advisors, LLC	220	Mar 31, 26	--	0.00%
TD Capital Management LLC	203	Mar 31, 26	-140	0.00%
Root Financial Partners, LLC	191	Mar 31, 26	+132	0.00%
Rialto Wealth Management, LLC	189	Mar 31, 26	--	0.00%
POM Investment Strategies, LLC	184	Mar 31, 26	+184	0.00%
McIlrath & Eck, LLC	180	Mar 31, 26	--	0.00%
Morling Financial Advisors, LLC	150	Mar 31, 26	--	0.00%
Front Row Advisors LLC	143	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	132	Mar 31, 26	-332	0.00%
Plante Moran Financial Advisors, LLC	114	Mar 31, 26	-541	0.00%
C M BIDWELL & ASSOCIATES LTD	102	Mar 31, 26	--	0.00%
BRYN MAWR TRUST Co	100	Mar 31, 26	--	0.00%
PINNEY & SCOFIELD, INC.	78	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	64	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	50	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	23	Mar 31, 26	+23	0.00%
CHELSEA COUNSEL CO	16	Mar 31, 26	--	0.00%
Global Trust Asset Management, LLC	10	Mar 31, 26	--	0.00%
Frazier Financial Advisors, LLC	2	Mar 31, 26	--	0.00%
Archer Investment Corp	--	Mar 31, 26	-80	--
PRINCIPAL FINANCIAL GROUP INC	--	Mar 31, 26	-27.46K	--
BANK OF MONTREAL /CAN/	--	Mar 31, 26	-7.89K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-20	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-8.52K	--
Cetera Trust Company, N.A	--	Mar 31, 26	-5.08K	--
Concord Wealth Partners	--	Mar 31, 26	-72	--
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	--	Mar 31, 26	-7.45K	--
COMERICA BANK	37.22K	Dec 31, 25	-1.44K	0.12%
CIBC Private Wealth Group, LLC	31.13K	Dec 31, 25	--	0.10%
VANGUARD GROUP INC	9.00K	Dec 31, 25	--	0.03%
Tolleson Wealth Management, Inc.	7.02K	Dec 31, 25	-1.83K	0.02%
Cadence Bank	4.00K	Dec 31, 25	--	0.01%
Global Retirement Partners, LLC	2.75K	Dec 31, 25	-13	0.01%
Running Point Capital Advisors, LLC	427	Dec 31, 25	--	0.00%
MGB Wealth Management, LLC	115	Dec 31, 25	+1	0.00%
FIRST NATIONAL CORP /MA/ /ADV	38.37K	Sep 30, 25	+3.70K	0.13%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	15.56K	Sep 30, 25	--	0.05%
Wealthstream Advisors, Inc.	15.53K	Sep 30, 25	--	0.05%
Fortress Wealth Management, Inc.	14.53K	Sep 30, 25	-1.03K	0.05%
Glenmede Investment Management, LP	7.66K	Sep 30, 25	--	0.03%
Promus Capital, LLC	322	Sep 30, 25	+322	0.00%
AllSquare Wealth Management LLC	200	Sep 30, 25	+1	0.00%
PITCAIRN CO	--	Sep 30, 25	-6.90K	--
Bristlecone Advisors, LLC	--	Sep 30, 25	-386	--
AVANTAX ADVISORY SERVICES, INC.	94.84K	Jun 30, 25	+1.81K	0.31%
Family Firm, Inc.	79.46K	Jun 30, 25	+134	0.26%
Atria Wealth Solutions, Inc.	46.10K	Jun 30, 25	-30.64K	0.15%
Elios Financial Group Inc.	34.86K	Jun 30, 25	+943	0.12%
Congress Wealth Management LLC / DE /	9.48K	Jun 30, 25	--	0.03%
Wambolt & Associates, LLC	7.43K	Jun 30, 25	-3.44K	0.02%
First Horizon Advisors, Inc.	645	Jun 30, 25	-97	0.00%
Centricity Wealth Management, LLC	88	Jun 30, 25	--	0.00%
Bremer Bank National Association	7.28K	Mar 31, 25	+730	0.02%
Sandy Spring Bank	4.68K	Mar 31, 25	-1.13K	0.02%
LAKE STREET ADVISORS GROUP, LLC	25.99K	Dec 31, 24	--	0.09%
Tallon Kerry Patrick	5.04K	Dec 31, 24	+5.04K	0.02%
WR Wealth Planners, LLC	200	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	492.55K	Sep 30, 24	+26.38K	1.63%
GYL FINANCIAL SYNERGIES, LLC	110.61K	Sep 30, 24	-301	0.37%
RAYMOND JAMES & ASSOCIATES	26.71K	Sep 30, 24	+4.29K	0.09%
RAYMOND JAMES TRUST N.A.	7.09K	Sep 30, 24	--	0.02%
BBJS FINANCIAL ADVISORS, LLC	430	Sep 30, 24	--	0.00%
Annapolis Financial Services, LLC	268	Sep 30, 24	--	0.00%
BlackRock Inc.	1.53M	Jun 30, 24	+56.80K	5.05%
BUCKINGHAM STRATEGIC WEALTH, LLC	26.88K	Jun 30, 24	-1.36K	0.09%
Regis Management CO LLC	21.00K	Jun 30, 24	--	0.07%
Private Ocean, LLC	6.92K	Jun 30, 24	--	0.02%
JANICZEK WEALTH MANAGEMENT, LLC	2.78K	Jun 30, 24	--	0.01%
Cetera Advisor Networks LLC	136.88K	Mar 31, 24	+2.66K	0.45%
Cetera Advisors LLC	26.69K	Mar 31, 24	+3.10K	0.09%
CAMBRIDGE TRUST CO	150	Mar 31, 24	-25	0.00%
Eudaimonia Partners, LLC	--	Mar 31, 24	-12.22K	--
Cutler Group LLC / CA	--	Mar 31, 24	-100	--
EUDAIMONIA ADVISORS LLC	--	Mar 31, 24	-14.40K	--
Bridgeworth, LLC	21.76K	Dec 31, 23	-48	0.07%
Bartlett & Co. LLC	1.20K	Dec 31, 23	-100	0.00%
PATHSTONE FAMILY OFFICE, LLC	244.52K	Sep 30, 23	+244.52K	0.81%
Sutton Wealth Advisors Inc.	93.15K	Sep 30, 23	+3.87K	0.31%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	30.70K	Sep 30, 23	-3.53K	0.10%
BRIGGS ADVISORY GROUP, INC.	19.97K	Sep 30, 23	--	0.07%
COMERICA SECURITIES,INC.	8.41K	Sep 30, 23	-465	0.03%
Veritable, L.P.	245.08K	Jun 30, 23	+2.48K	0.81%
TIAA, FSB	202.46K	Jun 30, 23	-46.33K	0.67%
Ten Capital Wealth Advisors, LLC	6.34K	Jun 30, 23	-472	0.02%
Kalos Management, Inc.	300	Jun 30, 23	-176	0.00%
BDO Wealth Advisors, LLC	40	Jun 30, 23	--	0.00%
Stone Asset Management Inc.	34.03K	Mar 31, 23	-69.12K	0.11%
True Capital Management	5.14K	Mar 31, 23	-77	0.02%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	4.72K	Dec 31, 22	-200	0.02%
BANK OF THE WEST	4.71K	Dec 31, 22	-900	0.02%
Capital Directions Investment Advisors, LLC	387	Dec 31, 22	+387	0.00%
Burleson & Company, LLC	244	Dec 31, 22	--	0.00%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-800	--
MUFG Americas Holdings Corp	169.76K	Sep 30, 22	-1.89K	0.56%
EATON VANCE MANAGEMENT	121.10K	Sep 30, 22	+1.35K	0.40%
McCutchen Group LLC	26.07K	Sep 30, 22	--	0.09%
SP Asset Management	14.13K	Sep 30, 22	+2.27K	0.05%
American Portfolios Advisors	1.86K	Sep 30, 22	+1	0.01%
Strategic Asset Management, LLC	536	Sep 30, 22	--	0.00%
KARLINSKI ANDREW C	--	Sep 30, 22	-184	--
Covington Capital Management	--	Sep 30, 22	-43	--
CADENCE BANK NA	--	Sep 30, 22	-4.00K	--
Emerson Wealth, LLC	22.18K	Jun 30, 22	+147	0.07%
Frontier Wealth Management LLC	2.85K	Jun 30, 22	--	0.01%
HC FINANCIAL ADVISORS INC	2.53K	Jun 30, 22	+464	0.01%
Enterprise Trust & Investment Co	400	Jun 30, 22	--	0.00%
Private Capital Group, LLC	28	Jun 30, 22	--	0.00%
PALLADIUM PARTNERS LLC	19.47K	Mar 31, 22	-325	0.06%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4.43K	Mar 31, 22	+4.43K	0.01%
Permit Capital Advisors, LLC	1.63K	Mar 31, 22	+1.63K	0.01%
Freedman Financial Associates, Inc.	340	Mar 31, 22	--	0.00%
FundX Investment Group, LLC	20.52K	Dec 31, 21	+20.52K	0.07%
NEXT Financial Group, Inc	14.30K	Dec 31, 21	-25	0.05%
HawsGoodwin Investment Management LLC	682	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-29	--
BBVA USA	41.97K	Sep 30, 21	-8.29K	0.14%
Homrich & Berg	4.64K	Sep 30, 21	-72	0.02%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4.54K	Sep 30, 21	-249	0.01%
Ameritas Investment Company, LLC	3.55K	Sep 30, 21	+2.84K	0.01%
SECURITY NATIONAL TRUST CO	3.00K	Sep 30, 21	--	0.01%
USCA RIA LLC	10.44K	Jun 30, 21	-5.50K	0.03%
BBVA USA Bancshares, Inc.	41.03K	Mar 31, 21	-1.41K	0.14%
Reby Advisors, LLC	42.32K	Dec 31, 20	+42.32K	0.14%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	31.46K	Dec 31, 20	+16.98K	0.10%
Winslow, Evans & Crocker, Inc.	790	Dec 31, 20	+670	0.00%
Partnervest Advisory Services LLC	8.17K	Sep 30, 20	-314	0.03%
First Allied Advisory Services, Inc.	3.45K	Sep 30, 20	-365	0.01%
LifePlan Financial Group, Inc	912	Sep 30, 20	+4	0.00%
Independence Advisors, LLC	747	Sep 30, 20	+1	0.00%
Osborn Williams & Donohoe LLC	18.73K	Mar 31, 20	-131	0.06%
Squar Milner Financial Services LLC	300	Mar 31, 20	--	0.00%
JOYN Advisors, Inc.	--	Mar 31, 20	-1.74K	--
Advisor Group, Inc.	24.95K	Dec 31, 19	-8.71K	0.08%
LADENBURG THALMANN FINANCIAL SERVICES INC.	21.88K	Dec 31, 19	+1.97K	0.07%
Landmark Bank	2.00K	Dec 31, 19	-694	0.01%
Guidant Wealth Advisors	11.09K	Sep 30, 19	-148	0.04%
BB&T SECURITIES, LLC	5.53K	Sep 30, 19	-60	0.02%
SUNTRUST BANKS INC	3.92K	Sep 30, 19	+400	0.01%
HL FINANCIAL SERVICES LLC	35.90K	Mar 31, 19	-208	0.12%
NEXT Financial Holdings	1.16K	Mar 31, 19	+1.16K	0.00%
Ceros Financial Services Inc.	1.11K	Mar 31, 19	+1.11K	0.00%
BREMER TRUST NATIONAL ASSOCIATION	4.50K	Dec 31, 18	+2.18K	0.01%
COMERICA SECURITIES INC	2.18K	Dec 31, 18	-124	0.01%
Clarfeld Financial Advisors, LLC	1.50K	Dec 31, 18	+1.50K	0.00%
Mosaic Financial Partners, Inc.	5.79K	Jun 30, 18	--	0.02%
SII INVESTMENTS INC/WI	135.70K	Dec 31, 17	-53.13K	0.45%
MILLIE CAPITAL MANAGEMENT, LLC	2.02K	Dec 31, 17	--	0.01%
NATIONAL PLANNING CORP	--	Dec 31, 17	-5.77K	--
Yellowstone Partners, LLC	--	Dec 31, 17	-3.10K	--
RAY GERALD L & ASSOCIATES LTD	18.64K	Sep 30, 17	-471	0.06%
ROBERTSON STEPHENS ADVISORS LLC	16.61K	Sep 30, 17	-3.01K	0.05%
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	2.14K	Sep 30, 17	-130	0.01%
Commonwealth Equity Services, Inc	84.85K	Jun 30, 17	-7.20K	0.28%
1st Global Advisors, Inc.	66.69K	Jun 30, 17	+3	0.22%
Windsor Financial Group, LLC	16.25K	Jun 30, 17	-83	0.05%
ABERDEEN ASSET MANAGEMENT PLC/UK	15.42K	Jun 30, 17	-1.08K	0.05%
Virtu KCG Holdings LLC	11.54K	Jun 30, 17	+8.17K	0.04%
WFG Advisors, LP	432	Jun 30, 17	+14	0.00%
Independent Portfolio Consultants, Inc.	10	Jun 30, 17	-4	0.00%
TIAA CREF TRUST CO FSB/MO	425.16K	Mar 31, 17	+23.96K	1.41%
Kernodle & Katon Asset Management Group, LLC	75	Mar 31, 17	+75	0.00%
BlackRock Fund Advisors	5.53M	Dec 31, 16	-3.30M	18.29%
BlackRock Institutional Trust Company, N.A.	163.42K	Dec 31, 16	-55.66K	0.54%
BlackRock Investment Management, LLC	119.94K	Dec 31, 16	-689	0.40%
MSI Financial Services Inc	16.37K	Dec 31, 16	+3.25K	0.05%
Aft, Forsyth & Sober, LLC	7.50K	Dec 31, 16	--	0.02%
KANALY TRUST CO	4.10K	Dec 31, 16	+769	0.01%
INTEGRATED WEALTH COUNSEL, LLC	1.00K	Dec 31, 16	--	0.00%
Stanford Investment Group, Inc.	65	Dec 31, 16	--	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-6.39K	--
WESTPORT RESOURCES MANAGEMENT INC	122	Sep 30, 16	--	0.00%
VSR Financial Services, Inc.	2.00K	Jun 30, 16	-3.92K	0.01%
Gupta Wealth Management LLC	126	Mar 31, 16	--	0.00%
SIMMONS FIRST TRUST CO NA	5.16K	Dec 31, 15	--	0.02%
ATHERTON LANE ADVISERS, LLC	3.06K	Dec 31, 15	-185	0.01%
Pinnacle Summer Investments, Inc.	26	Dec 31, 15	--	0.00%
MANAGED ACCOUNT ADVISORS LLC	6.71K	Jun 30, 15	+2.99K	0.02%
FolioMetrix LLC	--	Jun 30, 15	-36.27K	--
STANCORP INVESTMENT ADVISERS INC	15.63K	Mar 31, 15	+623	0.05%
Bank of Kentucky, Inc.	1.65K	Mar 31, 15	+1.65K	0.01%
BOSTON PRIVATE BANK & TRUST CO	864	Mar 31, 15	--	0.00%
HABERER REGISTERED INVESTMENT ADVISOR INC	58	Mar 31, 15	--	0.00%
Placemark Investments, Inc.	28.86K	Dec 31, 14	-9.69K	0.10%
NEW ENGLAND SECURITIES CORP /MA/	3.59K	Dec 31, 14	+293	0.01%
SHAPIRO ROBERT N	3.51K	Dec 31, 14	--	0.01%
UBS AG	448.19K	Sep 30, 14	+22.56K	1.48%
Cobble Hill Financial Services, INC	3.27K	Sep 30, 14	-1.30K	0.01%
COMMUNITY BANK SYSTEM, INC.	110	Sep 30, 14	--	0.00%
WILMINGTON TRUST CO	259.88K	Jun 30, 14	-437	0.86%
Wilmington Trust, National Association	219.13K	Jun 30, 14	+1.44K	0.72%
Wilmington Funds Management Corp	16.63K	Jun 30, 14	--	0.05%
Wilmington Trust Investment Management, LLC	12.54K	Jun 30, 14	+87	0.04%
Jane Street Holding, LLC	4.35K	Dec 31, 13	+4.35K	0.01%
Compass Efficient Model Portfolios, LLC	539	Dec 31, 13	+2	0.00%
STIFEL NICOLAUS & CO INC \MO\	15.84K	Sep 30, 13	-10.95K	0.05%
Signator Financial Services, Inc.	3.21K	Sep 30, 13	+582	0.01%
KNIGHT CAPITAL GROUP LLC	3.17K	Jun 30, 13	-3.15K	0.01%
First Allied Securities, Inc.	2.27K	Jun 30, 12	+50	0.01%
MERRIMAN, LLC	22.35K	Sep 30, 11	+126	0.07%
abrdn Inc.	41.35K	Dec 31, 10	+41.35K	0.14%
NOLLENBERGER CAPITAL PARTNERS INC	5.71K	Dec 31, 10	-18	0.02%
RBC cees Trustee LTD	960	Sep 30, 09	--	0.00%
RBC Dominion Securities Inc.	39	Dec 31, 08	--	0.00%
CIBC Private Wealth Advisors, Inc.	3.46K	Sep 30, 03	-1.40K	0.01%

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Holder

Date

Change

% Held

IFG Advisors, LLC

231.47K

Jun 30, 26

-3.51K

0.77%

Brewster Financial Planning LLC

181.73K

Jun 30, 26

+4.81K

0.60%

William Howard & Co Financial Advisors Inc

160.92K

Jun 30, 26

+91

0.53%

Ballentine Partners, LLC

115.44K

Jun 30, 26

-57

0.38%

Innova Wealth Partners

111.81K

Jun 30, 26

+37.99K

0.37%

Ifrah Financial Services, Inc.

88.70K

Jun 30, 26

-1.06K

0.29%

SOA Wealth Advisors, LLC.

68.98K

Jun 30, 26

+10.24K

0.23%

D.A. DAVIDSON & CO.

40.25K

Jun 30, 26

+931

0.13%

Mine & Arao Wealth Creation & Management, LLC.

40.25K

Jun 30, 26

+106

0.13%

HARBOR INVESTMENT ADVISORY, LLC

37.49K

Jun 30, 26

-1.26K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

24.05K

Jun 30, 26

+1.55K

0.08%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

23.34K

Jun 30, 26

-1.44K

0.08%

jvl associates llc

21.80K

Jun 30, 26

0.07%

McNaughton Wealth Management, LLC

20.93K

Jun 30, 26

-81

0.07%

Avidian Wealth Solutions, LLC

19.07K

Jun 30, 26

-260

0.06%

Spire Wealth Management

16.31K

Jun 30, 26

0.05%

ARK & TLK INVESTMENTS, LLC

15.85K

Jun 30, 26

0.05%

TRUST CO OF VIRGINIA /VA

15.41K

Jun 30, 26

0.05%

SONATA CAPITAL GROUP INC

15.13K

Jun 30, 26

-1.03K

0.05%

Farther Finance Advisors, LLC

14.41K

Jun 30, 26

+89

0.05%

VERITY Wealth Advisors

13.32K

Jun 30, 26

+40

0.04%

BTC Capital Management, Inc.

13.31K

Jun 30, 26

0.04%

Intergy Private Wealth, LLC

12.47K

Jun 30, 26

0.04%

J.W. COLE ADVISORS, INC.

12.31K

Jun 30, 26

+12.31K

0.04%

DELTA CAPITAL MANAGEMENT LLC

11.40K

Jun 30, 26

0.04%

Wealthcare Advisory Partners LLC

10.49K

Jun 30, 26

+717

0.03%

Sound Income Strategies, LLC

9.89K

Jun 30, 26

+2.56K

0.03%

JAMES INVESTMENT RESEARCH INC

9.00K

Jun 30, 26

0.03%

Affinity Capital Advisors, LLC

8.90K

Jun 30, 26

0.03%

Fairway Wealth LLC

8.88K

Jun 30, 26

+129

0.03%

BARTLETT & CO. WEALTH MANAGEMENT LLC

8.57K

Jun 30, 26

-372

0.03%

FIFTH THIRD SECURITIES, INC.

8.02K

Jun 30, 26

+33

0.03%

SJS Investment Consulting Inc.

8.00K

Jun 30, 26

-653

0.03%

OLD NATIONAL BANCORP /IN/

7.54K

Jun 30, 26

-49

0.02%

Range Financial Group LLC

7.12K

Jun 30, 26

-902

0.02%

Oak Wealth Advisors LLC

6.88K

Jun 30, 26

-626

0.02%

MISSION WEALTH MANAGEMENT, LP

6.66K

Jun 30, 26

+6.66K

0.02%

Post Resch Tallon Group Inc.

6.40K

Jun 30, 26

+150

0.02%

SAPIENT CAPITAL LLC

6.29K

Jun 30, 26

-691

0.02%

JFS WEALTH ADVISORS, LLC

6.12K

Jun 30, 26

0.02%

Waldron Private Wealth LLC

6.05K

Jun 30, 26

0.02%

Mosley Wealth Management

5.77K

Jun 30, 26

-24.30K

0.02%

Sequoia Financial Advisors, LLC

5.40K

Jun 30, 26

-22

0.02%

Steigerwald, Gordon & Koch Inc.

5.33K

Jun 30, 26

-405

0.02%

Breakwater Capital Group

4.81K

Jun 30, 26

-170

0.02%

Courage Miller Partners, LLC

4.42K

Jun 30, 26

-16

0.01%

TITLEIST ASSET MANAGEMENT, LLC

4.25K

Jun 30, 26

0.01%

Gradient Capital Advisors, LLC

4.12K

Jun 30, 26

0.01%

Sowell Financial Services LLC

3.98K

Jun 30, 26

+17

0.01%

Sage Capital Advisors,llc

3.90K

Jun 30, 26

0.01%

Relyea Zuckerberg Hanson LLC

3.80K

Jun 30, 26

0.01%

Fortitude Advisory Group L.L.C.

3.63K

Jun 30, 26

0.01%

Merit Financial Group, LLC

3.59K

Jun 30, 26

+279

0.01%

Orin Green Financial, LLC

3.28K

Jun 30, 26

0.01%

Net Worth Advisory Group

3.23K

Jun 30, 26

+3.23K

0.01%

Bison Wealth, LLC

3.12K

Jun 30, 26

0.01%

Arbor Investment Advisors, LLC

3.07K

Jun 30, 26

+3.07K

0.01%

Physician Wealth Advisors, Inc.

2.73K

Jun 30, 26

-115

0.01%

NBC SECURITIES, INC.

2.20K

Jun 30, 26

+30

0.01%

Capital Advisors, Ltd. LLC

2.06K

Jun 30, 26

0.01%

Moisand Fitzgerald Tamayo, LLC

1.80K

Jun 30, 26

0.01%

Cordant, Inc.

1.55K

Jun 30, 26

0.01%

AdvisorNet Financial, Inc

1.46K

Jun 30, 26

-380

0.00%

Provenance Wealth Advisors, LLC

1.40K

Jun 30, 26

0.00%

Bank of New Hampshire

1.15K

Jun 30, 26

0.00%

CX Institutional

745

Jun 30, 26

-738

0.00%

IFP Advisors, Inc

558

Jun 30, 26

-37

0.00%

ZRC WEALTH MANAGEMENT, LLC

540

Jun 30, 26

0.00%

HM PAYSON & CO

450

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

405

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

359

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

359

Jun 30, 26

0.00%

Piscataqua Savings Bank

300

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

270

Jun 30, 26

0.00%

GAMMA Investing LLC

246

Jun 30, 26

0.00%

Curat Global, LLC

192

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

182

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

166

Jun 30, 26

+74

0.00%

Ronald Blue Trust, Inc.

130

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

0.00%

Jun 30, 26

0.00%

Noble Wealth Management PBC

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+21

0.00%

Crews Bank & Trust

Jun 30, 26

-186

Trust Co

Jun 30, 26

-1.47K

Key FInancial Inc

Jun 30, 26

-2

Clayton Financial Group LLC

Jun 30, 26

-491

CoreCap Advisors, LLC

Jun 30, 26

-71

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

Jun 30, 26

-5.12K

PROATHLETE WEALTH MANAGEMENT LLC

Jun 30, 26

-78

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.18M

Mar 31, 26

+26.59K

7.19%

JPMORGAN CHASE & CO

1.52M

Mar 31, 26

+38.83K

5.03%

MORGAN STANLEY

1.37M

Mar 31, 26

+923

4.52%

BANK OF AMERICA CORP /DE/

773.81K

Mar 31, 26

+5.64K

2.56%

RAYMOND JAMES FINANCIAL INC

732.41K

Mar 31, 26

+24.90K

2.42%

Foundations Investment Advisors, LLC

700.80K

Mar 31, 26

+74.42K

2.32%

Cetera Investment Advisers

681.01K

Mar 31, 26

+757

2.25%

ROYAL BANK OF CANADA

556.03K

Mar 31, 26

+39.32K

1.84%

M&T BANK CORP

465.93K

Mar 31, 26

-6.53K

1.54%

ADVISOR GROUP HOLDINGS, INC.

445.22K

Mar 31, 26

+133.32K

1.47%

LPL Financial LLC

444.39K

Mar 31, 26

-183

1.47%

Bank of New York Mellon Corp

366.81K

Mar 31, 26

+78.49K

1.21%

Kestra Advisory Services, LLC

357.98K

Mar 31, 26

+24.07K

1.18%

AMG National Trust Bank

333.72K

Mar 31, 26

+4.60K

1.10%

KEYBANK NATIONAL ASSOCIATION/OH

317.70K

Mar 31, 26

-2.94K

1.05%

Connecticut Wealth Management, LLC

308.90K

Mar 31, 26

-86.85K

1.02%

HUNTINGTON NATIONAL BANK

306.93K

Mar 31, 26

+29.63K

1.01%

Creative Planning

293.23K

Mar 31, 26

-6.17K

0.97%

LBMC INVESTMENT ADVISORS, LLC

239.25K

Mar 31, 26

-14.52K

0.79%

WELLS FARGO & COMPANY/MN

239.04K

Mar 31, 26

-1.83K

0.79%

FIFTH THIRD BANCORP

230.61K

Mar 31, 26

+33.61K

0.76%

TWO SIGMA INVESTMENTS, LP

230.42K

Mar 31, 26

-800

0.76%

ENVESTNET ASSET MANAGEMENT INC

227.49K

Mar 31, 26

+12.17K

0.75%

Pathstone Holdings, LLC

208.78K

Mar 31, 26

-3.91K

0.69%

Mariner, LLC

201.18K

Mar 31, 26

+49.32K

0.67%

COMMONWEALTH EQUITY SERVICES, LLC

176.06K

Mar 31, 26

+2.14K

0.58%

Colony Group, LLC

166.20K

Mar 31, 26

-2.48K

0.55%

UBS Group AG

148.79K

Mar 31, 26

+10.98K

0.49%

AWM CAPITAL, LLC

141.49K

Mar 31, 26

-5.14K

0.47%

CI Private Wealth, LLC

139.72K

Mar 31, 26

-1.56K

0.46%

HighTower Advisors, LLC

134.43K

Mar 31, 26

-8.79K

0.44%

CWM, LLC

125.74K

Mar 31, 26

+14.77K

0.42%

Cresset Asset Management, LLC

125.14K

Mar 31, 26

+15.51K

0.41%

US BANCORP \DE\

113.11K

Mar 31, 26

-2.05K

0.37%

CULLEN/FROST BANKERS, INC.

113.09K

Mar 31, 26

-5.21K

0.37%

MONETA GROUP INVESTMENT ADVISORS LLC

111.18K

Mar 31, 26

+3.99K

0.37%

Koss-Olinger Consulting, LLC

110.42K

Mar 31, 26

-79.19K

0.37%

PNC FINANCIAL SERVICES GROUP, INC.

106.04K

Mar 31, 26

-7.11K

0.35%

AMERIPRISE FINANCIAL INC

92.32K

Mar 31, 26

-28.27K

0.31%

Asset Management Group, Inc.

90.83K

Mar 31, 26

-2.59K

0.30%

Garde Capital, Inc.

87.90K

Mar 31, 26

+1.08K

0.29%

NORTHERN TRUST CORP

86.46K

Mar 31, 26

-5.50K

0.29%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

84.45K

Mar 31, 26

+84.45K

0.28%

NFP Retirement, Inc.

78.79K

Mar 31, 26

+10.67K

0.26%

Baird Financial Group, Inc.

72.82K

Mar 31, 26

-5.36K

0.24%

Equitable Holdings, Inc.

68.18K

Mar 31, 26

+3.89K

0.23%

MERCER GLOBAL ADVISORS INC /ADV

63.93K

Mar 31, 26

+3.25K

0.21%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

63.72K

Mar 31, 26

+11.19K

0.21%

Beacon Pointe Advisors, LLC

63.03K

Mar 31, 26

-13.26K

0.21%

Per Stirling Capital Management, LLC.

60.94K

Mar 31, 26

-218

0.20%

Modern Wealth Management, LLC

60.67K

Mar 31, 26

-6.80K

0.20%

ARBOR TRUST WEALTH ADVISORS, LLC

59.71K

Mar 31, 26

-2.25K

0.20%

Belpointe Asset Management LLC

58.28K

Mar 31, 26

+4.40K

0.19%

CAPTRUST FINANCIAL ADVISORS

58.07K

Mar 31, 26

-251

0.19%

FIDUCIARY TRUST CO

55.24K

Mar 31, 26

-3.04K

0.18%

Cornerstone Wealth Group, LLC

40.81K

Mar 31, 26

-10.59K

0.13%

Cassaday & Co Wealth Management LLC

37.86K

Mar 31, 26

-374

0.13%

PRINCIPAL SECURITIES, INC.

36.77K

Mar 31, 26

+289

0.12%

Frank, Rimerman Advisors LLC

33.28K

Mar 31, 26

0.11%

Parkside Financial Bank & Trust

31.81K

Mar 31, 26

+2.48K

0.11%

GOLDMAN SACHS GROUP INC

31.41K

Mar 31, 26

+5.59K

0.10%

Westside Investment Management, Inc.

30.26K

Mar 31, 26

+7.04K

0.10%

KINGSWOOD WEALTH ADVISORS, LLC

29.24K

Mar 31, 26

+29.24K

0.10%

Capital Analysts, LLC

28.64K

Mar 31, 26

+1.33K

0.09%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

27.70K

Mar 31, 26

0.09%

Private Advisor Group, LLC

27.39K

Mar 31, 26

-2.05K

0.09%

IHT Wealth Management, LLC

26.95K

Mar 31, 26

+432

0.09%

Chicago Partners Investment Group LLC

26.93K

Mar 31, 26

+15.37K

0.09%

Mutual Advisors, LLC

26.42K

Mar 31, 26

+3.66K

0.09%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

25.44K

Mar 31, 26

-1.95K

0.08%

MML INVESTORS SERVICES, LLC

23.09K

Mar 31, 26

-2.55K

0.08%

Capital Investment Advisors, LLC

23.03K

Mar 31, 26

-575

0.08%

Greykasell Wealth Strategies, Inc.

22.44K

Mar 31, 26

-730

0.07%

Rockefeller Capital Management L.P.

21.93K

Mar 31, 26

-474

0.07%

Financial Futures Ltd Liability Co.

21.88K

Mar 31, 26

-1.26K

0.07%

Cerity Partners LLC

21.88K

Mar 31, 26

-3.33K

0.07%

BAILARD, INC.

21.59K

Mar 31, 26

+485

0.07%

COMMERCE BANK

21.40K

Mar 31, 26

0.07%

Savant Capital, LLC

21.35K

Mar 31, 26

-388

0.07%

CITIGROUP INC

21.10K

Mar 31, 26

+735

0.07%

Janney Montgomery Scott LLC

20.84K

Mar 31, 26

-327

0.07%

Arkadios Wealth Advisors

20.27K

Mar 31, 26

-4.03K

0.07%

CITADEL ADVISORS LLC

20.00K

Mar 31, 26

-667

0.07%

PEAPACK GLADSTONE FINANCIAL CORP

18.80K

Mar 31, 26

+45

0.06%

BLAIR WILLIAM & CO/IL

18.79K

Mar 31, 26

0.06%

Strata Wealth Advisors, LLC

18.15K

Mar 31, 26

+4.07K

0.06%

Cambridge Investment Research Advisors, Inc.

17.77K

Mar 31, 26

-118

0.06%

PCA Investment Advisory Services Inc.

16.98K

Mar 31, 26

+4.04K

0.06%

NewEdge Advisors, LLC

16.78K

Mar 31, 26

+522

0.06%

Mount Yale Investment Advisors, LLC

16.76K

Mar 31, 26

+16.76K

0.06%

Dakota Wealth Management

16.11K

Mar 31, 26

-239

0.05%

Greenspring Advisors, LLC

15.73K

Mar 31, 26

-178

0.05%

HB Wealth Management, LLC

15.55K

Mar 31, 26

0.05%

White Lighthouse Investment Management Inc.

15.44K

Mar 31, 26

-590

0.05%

Tower Research Capital LLC (TRC)

14.94K

Mar 31, 26

+10.44K

0.05%

Evanson Asset Management, LLC

14.59K

Mar 31, 26

-169

0.05%

JONES FINANCIAL COMPANIES LLLP

14.00K

Mar 31, 26

+8.56K

0.05%

SCS Capital Management LLC

13.93K

Mar 31, 26

-3.62K

0.05%

TIAA TRUST, NATIONAL ASSOCIATION

13.90K

Mar 31, 26

-85.00K

0.05%

Modera Wealth Management, LLC

13.78K

Mar 31, 26

-230

0.05%

James J. Burns & Company, LLC

13.34K

Mar 31, 26

+63

0.04%

Capital Planning Advisors, LLC

13.12K

Mar 31, 26

0.04%

Whitegate Investment Counselors, Inc.

12.82K

Mar 31, 26

0.04%

Sanctuary Advisors, LLC

12.40K

Mar 31, 26

-1.49K

0.04%

Family Office Research LLC

12.37K

Mar 31, 26

-52

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.31K

Mar 31, 26

-35.60K

0.04%

Horizons Wealth Management

12.07K

Mar 31, 26

-1.90K

0.04%

Ashton Thomas Private Wealth, LLC

11.59K

Mar 31, 26

-6

0.04%

COLDSTREAM CAPITAL MANAGEMENT INC

11.42K

Mar 31, 26

0.04%

Fund Evaluation Group, LLC

11.13K

Mar 31, 26

0.04%

Audent Global Asset Management, LLC

10.73K

Mar 31, 26

-4.33K

0.04%

STIFEL FINANCIAL CORP

10.62K

Mar 31, 26

+80

0.04%

Wealthspire Advisors, LLC

10.55K

Mar 31, 26

+35

0.03%

Dorsey Wright & Associates

10.44K

Mar 31, 26

+10.44K

0.03%

Integrated Advisors Network LLC

10.00K

Mar 31, 26

-103

0.03%

CITIZENS FINANCIAL GROUP INC/RI

9.89K

Mar 31, 26

+9.89K

0.03%

One Capital Management, LLC

9.80K

Mar 31, 26

-344

0.03%

CreativeOne Wealth, LLC

9.40K

Mar 31, 26

-351

0.03%

White Knight Strategic Wealth Advisors, LLC

9.39K

Mar 31, 26

-1.64K

0.03%

Glenview Trust Co

9.32K

Mar 31, 26

0.03%

Vanguard National Trust Co

9.00K

Mar 31, 26

+9.00K

0.03%

MATHER GROUP, LLC.

8.97K

Mar 31, 26

+3.26K

0.03%

BANK OF STOCKTON

8.89K

Mar 31, 26

-4.18K

0.03%

Fairway Wealth LLC

8.76K

Mar 31, 26

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

8.68K

Mar 31, 26

-210

0.03%

Capital Asset Advisory Services LLC

8.58K

Mar 31, 26

+17

0.03%

WATERS PARKERSON & CO., LLC

8.46K

Mar 31, 26

0.03%

HRT FINANCIAL LP

8.33K

Mar 31, 26

+8.33K

0.03%

FMR LLC

8.31K

Mar 31, 26

+3.05K

0.03%

Stratos Wealth Partners, LTD.

8.27K

Mar 31, 26

-33

0.03%

Aptus Capital Advisors, LLC

8.27K

Mar 31, 26

+804

0.03%

SIGMA INVESTMENT COUNSELORS INC

7.95K

Mar 31, 26

-2.47K

0.03%

Prostatis Group LLC

7.88K

Mar 31, 26

-331

0.03%

Sterling Investment Advisors, Ltd.

7.21K

Mar 31, 26

-160

0.02%

HSBC HOLDINGS PLC

7.18K

Mar 31, 26

-1.06K

0.02%

American Trust

6.41K

Mar 31, 26

+37

0.02%

American Investment Services, Inc.

6.38K

Mar 31, 26

0.02%

Westshore Wealth, LLC

6.38K

Mar 31, 26

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

5.73K

Mar 31, 26

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

5.72K

Mar 31, 26

+5.72K

0.02%

GWN SECURITIES INC.

5.70K

Mar 31, 26

+162

0.02%

Texas Yale Capital Corp.

5.60K

Mar 31, 26

0.02%

TD PRIVATE CLIENT WEALTH LLC

5.48K

Mar 31, 26

-182

0.02%

EP Wealth Advisors, LLC

5.34K

Mar 31, 26

+409

0.02%

Quantinno Capital Management LP

5.06K

Mar 31, 26

+5.06K

0.02%

Pensionmark Financial Group, LLC

4.96K

Mar 31, 26

+598

0.02%

CENTRAL TRUST Co

4.95K

Mar 31, 26

-1.19K

0.02%

NICOLET BANKSHARES INC

4.94K

Mar 31, 26

0.02%

GLENMEDE TRUST CO NA

4.85K

Mar 31, 26

-2.84K

0.02%

HOLDERNESS INVESTMENTS CO

4.80K

Mar 31, 26

0.02%

1ST SOURCE BANK

4.72K

Mar 31, 26

-645

0.02%

Atlantic Union Bankshares Corp

4.63K

Mar 31, 26

0.02%

COZAD ASSET MANAGEMENT INC

4.59K

Mar 31, 26

0.02%

Ellis Investment Partners, LLC

4.51K

Mar 31, 26

0.01%

AE Wealth Management LLC

4.50K

Mar 31, 26

-363

0.01%

Integrated Wealth Concepts LLC

4.49K

Mar 31, 26

+4.49K

0.01%

Linscomb & Williams, Inc.

4.41K

Mar 31, 26

0.01%

Opulen Financial Group LLC

4.37K

Mar 31, 26

-703

0.01%

Sunbelt Securities, Inc.

4.29K

Mar 31, 26

0.01%

Fort Sheridan Advisors LLC

4.23K

Mar 31, 26

+4.23K

0.01%

Jordan Park Group LLC

4.14K

Mar 31, 26

0.01%

SILVERCREST ASSET MANAGEMENT GROUP LLC

4.11K

Mar 31, 26

-300

0.01%

CHOREO, LLC

4.02K

Mar 31, 26

+39

0.01%

Robertson Stephens Wealth Management, LLC

3.92K

Mar 31, 26

0.01%

Diversified Portfolios, Inc.

3.87K

Mar 31, 26

0.01%

Midwest Trust Co

3.85K

Mar 31, 26

-233

0.01%

Clark Capital Management Group, Inc.

3.82K

Mar 31, 26

0.01%

High Net Worth Advisory Group LLC

3.80K

Mar 31, 26

0.01%

Glass Jacobson Investment Advisors llc

3.77K

Mar 31, 26

0.01%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

3.72K

Mar 31, 26

0.01%

Allworth Financial LP

3.67K

Mar 31, 26

-480

0.01%

Note Advisors, LLC

3.65K

Mar 31, 26

+40

0.01%

NVWM, LLC

3.51K

Mar 31, 26

+3.51K

0.01%

SRS Capital Advisors, Inc.

3.45K

Mar 31, 26

0.01%

Evercore Wealth Management, LLC

3.40K

Mar 31, 26

0.01%

CARDIFF PARK ADVISORS, LLC

3.40K

Mar 31, 26

0.01%

North Star Investment Management Corp.

3.40K

Mar 31, 26

0.01%

D. E. Shaw & Co., Inc.

3.38K

Mar 31, 26

+3.38K

0.01%

CASTLE WEALTH MANAGEMENT LLC

3.35K

Mar 31, 26

+3.35K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.18K

Mar 31, 26

-23

0.01%

Geneos Wealth Management Inc.

2.83K

Mar 31, 26

0.01%

Private Wealth Management Group, LLC

2.77K

Mar 31, 26

0.01%

IMG Wealth Management, Inc.

2.50K

Mar 31, 26

0.01%

BESSEMER GROUP INC

2.50K

Mar 31, 26

0.01%

FRANKLIN RESOURCES INC

2.50K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

2.49K

Mar 31, 26

-1.40K

0.01%

Advisory Services Network, LLC

2.45K

Mar 31, 26

+2.45K

0.01%

Parallel Advisors, LLC

2.15K

Mar 31, 26

-100

0.01%

BlackRock, Inc.

1.85K

Mar 31, 26

-184.54K

0.01%

Johnson Financial Group, Inc.

1.74K

Mar 31, 26

0.01%

S.A. Mason LLC

1.66K

Mar 31, 26

+1.66K

0.01%

ORG Wealth Partners, LLC

1.64K

Mar 31, 26

0.01%

N.E.W. Advisory Services LLC

1.59K

Mar 31, 26

+600

0.01%

DT Investment Partners, LLC

1.50K

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

1.42K

Mar 31, 26

0.00%

Biltmore Family Office, LLC

1.40K

Mar 31, 26

0.00%

Larson Financial Group LLC

1.37K

Mar 31, 26

-1

0.00%

CVA Family Office, LLC

1.35K

Mar 31, 26

0.00%

NBT BANK N A /NY

1.33K

Mar 31, 26

0.00%

ASSETMARK, INC

1.28K

Mar 31, 26

+86

0.00%

Russell Investments Group, Ltd.

1.27K

Mar 31, 26

-430

0.00%

Smartleaf Asset Management LLC

1.23K

Mar 31, 26

+1.19K

0.00%

HARBOUR INVESTMENTS, INC.

1.18K

Mar 31, 26

+266

0.00%

Cornerstone Planning Group LLC

1.15K

Mar 31, 26

-128

0.00%

Founders Financial Alliance, LLC

1.09K

Mar 31, 26

0.00%

WHITTIER TRUST CO

1.05K

Mar 31, 26

0.00%

Manchester Capital Management LLC

1.00K

Mar 31, 26

0.00%

JDM Financial Group LLC

980

Mar 31, 26

0.00%

MAI Capital Management

918

Mar 31, 26

0.00%

COHEN & STEERS, INC.

845

Mar 31, 26

-10.47K

0.00%

Allspring Global Investments Holdings, LLC

765

Mar 31, 26

0.00%

Avion Wealth

740

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

696

Mar 31, 26

+696

0.00%

Nemes Rush Group LLC

602

Mar 31, 26

0.00%

AlphaCore Capital LLC

584

Mar 31, 26

-34

0.00%

Breakwater Investment Management

570

Mar 31, 26

0.00%

Millstone Evans Group, LLC

520

Mar 31, 26

0.00%

CNB Bank

500

Mar 31, 26

0.00%

BROWN, LISLE/CUMMINGS, INC.

472

Mar 31, 26

0.00%

Dunhill Financial, LLC

405

Mar 31, 26

-7

0.00%

Federation des caisses Desjardins du Quebec

399

Mar 31, 26

-16

0.00%

Ancora Advisors, LLC

352

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

332

Mar 31, 26

-63

0.00%

AMERIFLEX GROUP, INC.

331

Mar 31, 26

-599

0.00%

Waverly Advisors, LLC

322

Mar 31, 26

0.00%

Redwood Park Advisors LLC

314

Mar 31, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

310

Mar 31, 26

-1.35K

0.00%

HOWE & RUSLING INC

300

Mar 31, 26

0.00%

Anchor Investment Management, LLC

296

Mar 31, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

290

Mar 31, 26

0.00%

MOTCO

245

Mar 31, 26

0.00%

WealthShield Partners, LLC

228

Mar 31, 26

0.00%

Hamilton Point Investment Advisors, LLC

220

Mar 31, 26

0.00%

TD Capital Management LLC

203

Mar 31, 26

-140

0.00%

Root Financial Partners, LLC

191

Mar 31, 26

+132

0.00%

Rialto Wealth Management, LLC

189

Mar 31, 26

0.00%

POM Investment Strategies, LLC

184

Mar 31, 26

+184

0.00%

McIlrath & Eck, LLC

180

Mar 31, 26

0.00%

Morling Financial Advisors, LLC

150

Mar 31, 26

0.00%

Front Row Advisors LLC

143

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

132

Mar 31, 26

-332

0.00%

Plante Moran Financial Advisors, LLC

114

Mar 31, 26

-541

0.00%

C M BIDWELL & ASSOCIATES LTD

102

Mar 31, 26

0.00%

BRYN MAWR TRUST Co

100

Mar 31, 26

0.00%

PINNEY & SCOFIELD, INC.

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

Clearstead Advisors, LLC

Mar 31, 26

+23

0.00%

CHELSEA COUNSEL CO

Mar 31, 26

0.00%

Global Trust Asset Management, LLC

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

Mar 31, 26

0.00%

Archer Investment Corp

Mar 31, 26

-80

PRINCIPAL FINANCIAL GROUP INC

Mar 31, 26

-27.46K

BANK OF MONTREAL /CAN/

Mar 31, 26

-7.89K

Wealth Watch Advisors, INC

Mar 31, 26

-20

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-8.52K

Cetera Trust Company, N.A

Mar 31, 26

-5.08K

Concord Wealth Partners

Mar 31, 26

-72

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Mar 31, 26

-7.45K

COMERICA BANK

37.22K

Dec 31, 25

-1.44K

0.12%

CIBC Private Wealth Group, LLC

31.13K

Dec 31, 25

0.10%

VANGUARD GROUP INC

9.00K

Dec 31, 25

0.03%

Tolleson Wealth Management, Inc.

7.02K

Dec 31, 25

-1.83K

0.02%

Cadence Bank

4.00K

Dec 31, 25

0.01%

Global Retirement Partners, LLC

2.75K

Dec 31, 25

-13

0.01%

Running Point Capital Advisors, LLC

427

Dec 31, 25

0.00%

MGB Wealth Management, LLC

115

Dec 31, 25

0.00%

FIRST NATIONAL CORP /MA/ /ADV

38.37K

Sep 30, 25

+3.70K

0.13%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

15.56K

Sep 30, 25

0.05%

Wealthstream Advisors, Inc.

15.53K

Sep 30, 25

0.05%

Fortress Wealth Management, Inc.

14.53K

Sep 30, 25

-1.03K

0.05%

Glenmede Investment Management, LP

7.66K

Sep 30, 25

0.03%

Promus Capital, LLC

322

Sep 30, 25

+322

0.00%

AllSquare Wealth Management LLC

200

Sep 30, 25

0.00%

PITCAIRN CO

Sep 30, 25

-6.90K

Bristlecone Advisors, LLC

Sep 30, 25

-386

AVANTAX ADVISORY SERVICES, INC.

94.84K

Jun 30, 25

+1.81K

0.31%

Family Firm, Inc.

79.46K

Jun 30, 25

+134

0.26%

Atria Wealth Solutions, Inc.

46.10K

Jun 30, 25

-30.64K

0.15%

Elios Financial Group Inc.

34.86K

Jun 30, 25

+943

0.12%

Congress Wealth Management LLC / DE /

9.48K

Jun 30, 25

0.03%

Wambolt & Associates, LLC

7.43K

Jun 30, 25

-3.44K

0.02%

First Horizon Advisors, Inc.

645

Jun 30, 25

-97

0.00%

Centricity Wealth Management, LLC

Jun 30, 25

0.00%

Bremer Bank National Association

7.28K

Mar 31, 25

+730

0.02%

Sandy Spring Bank

4.68K

Mar 31, 25

-1.13K

0.02%

LAKE STREET ADVISORS GROUP, LLC

25.99K

Dec 31, 24

0.09%

Tallon Kerry Patrick

5.04K

Dec 31, 24

+5.04K

0.02%

WR Wealth Planners, LLC

200

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

492.55K

Sep 30, 24

+26.38K

1.63%

GYL FINANCIAL SYNERGIES, LLC

110.61K

Sep 30, 24

-301

0.37%

RAYMOND JAMES & ASSOCIATES

26.71K

Sep 30, 24

+4.29K

0.09%

RAYMOND JAMES TRUST N.A.

7.09K

Sep 30, 24

0.02%

BBJS FINANCIAL ADVISORS, LLC

430

Sep 30, 24

0.00%

Annapolis Financial Services, LLC

268

Sep 30, 24

0.00%

BlackRock Inc.

1.53M

Jun 30, 24

+56.80K

5.05%

BUCKINGHAM STRATEGIC WEALTH, LLC

26.88K

Jun 30, 24

-1.36K

0.09%

Regis Management CO LLC

21.00K

Jun 30, 24

0.07%

Private Ocean, LLC

6.92K

Jun 30, 24

0.02%

JANICZEK WEALTH MANAGEMENT, LLC

2.78K

Jun 30, 24

0.01%

Cetera Advisor Networks LLC

136.88K

Mar 31, 24

+2.66K

0.45%

Cetera Advisors LLC

26.69K

Mar 31, 24

+3.10K

0.09%

CAMBRIDGE TRUST CO

150

Mar 31, 24

-25

0.00%

Eudaimonia Partners, LLC

Mar 31, 24

-12.22K

Cutler Group LLC / CA

Mar 31, 24

-100

EUDAIMONIA ADVISORS LLC

Mar 31, 24

-14.40K

Bridgeworth, LLC

21.76K

Dec 31, 23

-48

0.07%

Bartlett & Co. LLC

1.20K

Dec 31, 23

-100

0.00%

PATHSTONE FAMILY OFFICE, LLC

244.52K

Sep 30, 23

+244.52K

0.81%

Sutton Wealth Advisors Inc.

93.15K

Sep 30, 23

+3.87K

0.31%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

30.70K

Sep 30, 23

-3.53K

0.10%

BRIGGS ADVISORY GROUP, INC.

19.97K

Sep 30, 23

0.07%

COMERICA SECURITIES,INC.

8.41K

Sep 30, 23

-465

0.03%

Veritable, L.P.

245.08K

Jun 30, 23

+2.48K

0.81%

TIAA, FSB

202.46K

Jun 30, 23

-46.33K

0.67%

Ten Capital Wealth Advisors, LLC

6.34K

Jun 30, 23

-472

0.02%

Kalos Management, Inc.

300

Jun 30, 23

-176

0.00%

BDO Wealth Advisors, LLC

Jun 30, 23

0.00%

Stone Asset Management Inc.

34.03K

Mar 31, 23

-69.12K

0.11%

True Capital Management

5.14K

Mar 31, 23

-77

0.02%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

4.72K

Dec 31, 22

-200

0.02%

BANK OF THE WEST

4.71K

Dec 31, 22

-900

0.02%

Capital Directions Investment Advisors, LLC

387

Dec 31, 22

+387

0.00%

Burleson & Company, LLC

244

Dec 31, 22

0.00%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-800

MUFG Americas Holdings Corp

169.76K

Sep 30, 22

-1.89K

0.56%

EATON VANCE MANAGEMENT

121.10K

Sep 30, 22

+1.35K

0.40%

McCutchen Group LLC

26.07K

Sep 30, 22

0.09%

SP Asset Management

14.13K

Sep 30, 22

+2.27K

0.05%

American Portfolios Advisors

1.86K

Sep 30, 22

0.01%

Strategic Asset Management, LLC

536

Sep 30, 22

0.00%

KARLINSKI ANDREW C

Sep 30, 22

-184

Covington Capital Management

Sep 30, 22

-43

CADENCE BANK NA

Sep 30, 22

-4.00K

Emerson Wealth, LLC

22.18K

Jun 30, 22

+147

0.07%

Frontier Wealth Management LLC

2.85K

Jun 30, 22

0.01%

HC FINANCIAL ADVISORS INC

2.53K

Jun 30, 22

+464

0.01%

Enterprise Trust & Investment Co

400

Jun 30, 22

0.00%

Private Capital Group, LLC

Jun 30, 22

0.00%

PALLADIUM PARTNERS LLC

19.47K

Mar 31, 22

-325

0.06%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

4.43K

Mar 31, 22

+4.43K

0.01%

Permit Capital Advisors, LLC

1.63K

Mar 31, 22

+1.63K

0.01%

Freedman Financial Associates, Inc.

340

Mar 31, 22

0.00%

FundX Investment Group, LLC

20.52K

Dec 31, 21

+20.52K

0.07%

NEXT Financial Group, Inc

14.30K

Dec 31, 21

-25

0.05%

HawsGoodwin Investment Management LLC

682

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

-29

BBVA USA

41.97K

Sep 30, 21

-8.29K

0.14%

Homrich & Berg

4.64K

Sep 30, 21

-72

0.02%

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV

4.54K

Sep 30, 21

-249

0.01%

Ameritas Investment Company, LLC

3.55K

Sep 30, 21

+2.84K

0.01%

SECURITY NATIONAL TRUST CO

3.00K

Sep 30, 21

0.01%

USCA RIA LLC

10.44K

Jun 30, 21

-5.50K

0.03%

BBVA USA Bancshares, Inc.

41.03K

Mar 31, 21

-1.41K

0.14%

Reby Advisors, LLC

42.32K

Dec 31, 20

+42.32K

0.14%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

31.46K

Dec 31, 20

+16.98K

0.10%

Winslow, Evans & Crocker, Inc.

790

Dec 31, 20

+670

0.00%

Partnervest Advisory Services LLC

8.17K

Sep 30, 20

-314

0.03%

First Allied Advisory Services, Inc.

3.45K

Sep 30, 20

-365

0.01%

LifePlan Financial Group, Inc

912

Sep 30, 20

0.00%

Independence Advisors, LLC

747

Sep 30, 20

0.00%

Osborn Williams & Donohoe LLC

18.73K

Mar 31, 20

-131

0.06%

Squar Milner Financial Services LLC

300

Mar 31, 20

0.00%

JOYN Advisors, Inc.

Mar 31, 20

-1.74K

Advisor Group, Inc.

24.95K

Dec 31, 19

-8.71K

0.08%

LADENBURG THALMANN FINANCIAL SERVICES INC.

21.88K

Dec 31, 19

+1.97K

0.07%

Landmark Bank

2.00K

Dec 31, 19

-694

0.01%

Guidant Wealth Advisors

11.09K

Sep 30, 19

-148

0.04%

BB&T SECURITIES, LLC

5.53K

Sep 30, 19

-60

0.02%

SUNTRUST BANKS INC

3.92K

Sep 30, 19

+400

0.01%

HL FINANCIAL SERVICES LLC

35.90K

Mar 31, 19

-208

0.12%

NEXT Financial Holdings

1.16K

Mar 31, 19

+1.16K

0.00%

Ceros Financial Services Inc.

1.11K

Mar 31, 19

+1.11K

0.00%

BREMER TRUST NATIONAL ASSOCIATION

4.50K

Dec 31, 18

+2.18K

0.01%

COMERICA SECURITIES INC

2.18K

Dec 31, 18

-124

0.01%

Clarfeld Financial Advisors, LLC

1.50K

Dec 31, 18

+1.50K

0.00%

Mosaic Financial Partners, Inc.

5.79K

Jun 30, 18

0.02%

SII INVESTMENTS INC/WI

135.70K

Dec 31, 17

-53.13K

0.45%

MILLIE CAPITAL MANAGEMENT, LLC

2.02K

Dec 31, 17

0.01%

NATIONAL PLANNING CORP

Dec 31, 17

-5.77K

Yellowstone Partners, LLC

Dec 31, 17

-3.10K

RAY GERALD L & ASSOCIATES LTD

18.64K

Sep 30, 17

-471

0.06%

ROBERTSON STEPHENS ADVISORS LLC

16.61K

Sep 30, 17

-3.01K

0.05%

PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC

2.14K

Sep 30, 17

-130

0.01%

Commonwealth Equity Services, Inc

84.85K

Jun 30, 17

-7.20K

0.28%

1st Global Advisors, Inc.

66.69K

Jun 30, 17

0.22%

Windsor Financial Group, LLC

16.25K

Jun 30, 17

-83

0.05%

ABERDEEN ASSET MANAGEMENT PLC/UK

15.42K

Jun 30, 17

-1.08K

0.05%

Virtu KCG Holdings LLC

11.54K

Jun 30, 17

+8.17K

0.04%

WFG Advisors, LP

432

Jun 30, 17

+14

0.00%

Independent Portfolio Consultants, Inc.

Jun 30, 17

-4

0.00%

TIAA CREF TRUST CO FSB/MO

425.16K

Mar 31, 17

+23.96K

1.41%

Kernodle & Katon Asset Management Group, LLC

Mar 31, 17

+75

0.00%

BlackRock Fund Advisors

5.53M

Dec 31, 16

-3.30M

18.29%

BlackRock Institutional Trust Company, N.A.

163.42K

Dec 31, 16

-55.66K

0.54%

BlackRock Investment Management, LLC

119.94K

Dec 31, 16

-689

0.40%

MSI Financial Services Inc

16.37K

Dec 31, 16

+3.25K

0.05%

Aft, Forsyth & Sober, LLC

7.50K

Dec 31, 16

0.02%

KANALY TRUST CO

4.10K

Dec 31, 16

+769

0.01%

INTEGRATED WEALTH COUNSEL, LLC

1.00K

Dec 31, 16

0.00%

Stanford Investment Group, Inc.

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-6.39K

WESTPORT RESOURCES MANAGEMENT INC

122

Sep 30, 16

0.00%

VSR Financial Services, Inc.

2.00K

Jun 30, 16

-3.92K

0.01%

Gupta Wealth Management LLC

126

Mar 31, 16

0.00%

SIMMONS FIRST TRUST CO NA

5.16K

Dec 31, 15

0.02%

ATHERTON LANE ADVISERS, LLC

3.06K

Dec 31, 15

-185

0.01%

Pinnacle Summer Investments, Inc.

Dec 31, 15

0.00%

MANAGED ACCOUNT ADVISORS LLC

6.71K

Jun 30, 15

+2.99K

0.02%

FolioMetrix LLC

Jun 30, 15

-36.27K

STANCORP INVESTMENT ADVISERS INC

15.63K

Mar 31, 15

+623

0.05%

Bank of Kentucky, Inc.

1.65K

Mar 31, 15

+1.65K

0.01%

BOSTON PRIVATE BANK & TRUST CO

864

Mar 31, 15

0.00%

HABERER REGISTERED INVESTMENT ADVISOR INC

Mar 31, 15

0.00%

Placemark Investments, Inc.

28.86K

Dec 31, 14

-9.69K

0.10%

NEW ENGLAND SECURITIES CORP /MA/

3.59K

Dec 31, 14

+293

0.01%

SHAPIRO ROBERT N

3.51K

Dec 31, 14

0.01%

UBS AG

448.19K

Sep 30, 14

+22.56K

1.48%

Cobble Hill Financial Services, INC

3.27K

Sep 30, 14

-1.30K

0.01%

COMMUNITY BANK SYSTEM, INC.

110

Sep 30, 14

0.00%

WILMINGTON TRUST CO

259.88K

Jun 30, 14

-437

0.86%

Wilmington Trust, National Association

219.13K

Jun 30, 14

+1.44K

0.72%

Wilmington Funds Management Corp

16.63K

Jun 30, 14

0.05%

Wilmington Trust Investment Management, LLC

12.54K

Jun 30, 14

+87

0.04%

Jane Street Holding, LLC

4.35K

Dec 31, 13

+4.35K

0.01%

Compass Efficient Model Portfolios, LLC

539

Dec 31, 13

0.00%

STIFEL NICOLAUS & CO INC \MO\

15.84K

Sep 30, 13

-10.95K

0.05%

Signator Financial Services, Inc.

3.21K

Sep 30, 13

+582

0.01%

KNIGHT CAPITAL GROUP LLC

3.17K

Jun 30, 13

-3.15K

0.01%

First Allied Securities, Inc.

2.27K

Jun 30, 12

+50

0.01%

MERRIMAN, LLC

22.35K

Sep 30, 11

+126

0.07%

abrdn Inc.

41.35K

Dec 31, 10

+41.35K

0.14%

NOLLENBERGER CAPITAL PARTNERS INC

5.71K

Dec 31, 10

-18

0.02%

RBC cees Trustee LTD

960

Sep 30, 09

0.00%

RBC Dominion Securities Inc.

Dec 31, 08

0.00%

CIBC Private Wealth Advisors, Inc.

3.46K

Sep 30, 03

-1.40K

0.01%