iShares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)

$24.68—Stale · unknown old

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iShares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB)

NASDAQ • Last print unknown ago

$24.68—Stale · unknown old

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SUSB(SUSB)

SUSB

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Institutional Ownership

Top 448 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	3.76M	Jun 30, 26	+3.23M	7.20%
GOLDMAN SACHS GROUP INC	3.44M	Jun 30, 26	+52.86K	6.58%
LPL Financial LLC	2.80M	Jun 30, 26	+1.17M	5.36%
MORGAN STANLEY	1.03M	Jun 30, 26	+58.51K	1.98%
THRIVENT FINANCIAL FOR LUTHERANS	952.05K	Jun 30, 26	+146.46K	1.82%
JPMORGAN CHASE & CO	884.93K	Jun 30, 26	+530.97K	1.69%
Envestnet Portfolio Solutions, Inc.	768.28K	Jun 30, 26	+746.28K	1.47%
EP Wealth Advisors, LLC	768.20K	Jun 30, 26	+67.28K	1.47%
ROYAL BANK OF CANADA	733.82K	Jun 30, 26	+67.07K	1.40%
AMERIPRISE FINANCIAL INC	726.06K	Jun 30, 26	+52.85K	1.39%
Acorns Advisers, LLC	698.68K	Jun 30, 26	+38.50K	1.34%
WELLS FARGO & COMPANY/MN	679.45K	Jun 30, 26	+70.11K	1.30%
Bank of New York Mellon Corp	662.85K	Jun 30, 26	-7.95K	1.27%
Savant Capital, LLC	597.29K	Jun 30, 26	+21.64K	1.14%
COMMONWEALTH EQUITY SERVICES, LLC	580.17K	Jun 30, 26	+36.77K	1.11%
Wealthspire Advisors, LLC	511.27K	Jun 30, 26	+18.81K	0.98%
Perigon Wealth Management, LLC	504.56K	Jun 30, 26	+69.39K	0.97%
Modera Wealth Management, LLC	497.66K	Jun 30, 26	+9.93K	0.95%
UBS Group AG	488.15K	Jun 30, 26	+10.88K	0.93%
ST GERMAIN D J CO INC	487.16K	Jun 30, 26	+15.64K	0.93%
Allworth Financial LP	486.78K	Jun 30, 26	+8.71K	0.93%
Baird Financial Group, Inc.	484.39K	Jun 30, 26	+17.87K	0.93%
Milestone Investment Advisors LLC	414.40K	Jun 30, 26	-7.98K	0.79%
Mariner, LLC	412.17K	Jun 30, 26	-7.08K	0.79%
Francis Financial, Inc.	410.67K	Jun 30, 26	+6.24K	0.79%
Cetera Investment Advisers	401.08K	Jun 30, 26	+291.99K	0.77%
FLPUTNAM INVESTMENT MANAGEMENT CO	382.22K	Jun 30, 26	+6.58K	0.73%
Destination Wealth Management	373.62K	Jun 30, 26	+12.62K	0.72%
Financial Engines Advisors L.L.C.	340.38K	Jun 30, 26	+12.73K	0.65%
Odyssey Group, LLC	309.83K	Jun 30, 26	+309.83K	0.59%
Integris Wealth Management, LLC	303.74K	Jun 30, 26	+19.14K	0.58%
Fisher Asset Management, LLC	296.74K	Jun 30, 26	+19.08K	0.57%
RAFFA WEALTH MANAGEMENT, LLC	293.03K	Jun 30, 26	+33.83K	0.56%
Apella Capital, LLC	287.04K	Jun 30, 26	+5.65K	0.55%
Colorado Capital Management, Inc.	267.91K	Jun 30, 26	+10.70K	0.51%
BANK OF AMERICA CORP /DE/	266.04K	Jun 30, 26	+16.48K	0.51%
Elser Financial Planning, Inc	258.67K	Jun 30, 26	-13.72K	0.50%
Wescott Financial Advisory Group, LLC	255.37K	Jun 30, 26	+1.47K	0.49%
ADVISOR GROUP HOLDINGS, INC.	239.11K	Jun 30, 26	+46.46K	0.46%
PARK AVENUE SECURITIES LLC	211.77K	Jun 30, 26	+211.77K	0.41%
Impact Investors, Inc	209.48K	Jun 30, 26	-32.89K	0.40%
MATHER GROUP, LLC.	208.67K	Jun 30, 26	+18.53K	0.40%
IMPACTfolio, LLC	181.24K	Jun 30, 26	+4.54K	0.35%
Arlington Financial Advisors, LLC	179.51K	Jun 30, 26	+991	0.34%
SEEDS INVESTOR LLC	176.52K	Jun 30, 26	+2.56K	0.34%
MML INVESTORS SERVICES, LLC	171.43K	Jun 30, 26	+152.62K	0.33%
Accredited Investors Inc.	163.29K	Jun 30, 26	+6.36K	0.31%
ASSETMARK, INC	159.74K	Jun 30, 26	+88.90K	0.31%
Bear Mountain Capital, Inc.	157.92K	Jun 30, 26	+4.07K	0.30%
FIDUCIARY TRUST CO	157.72K	Jun 30, 26	+16.80K	0.30%
NewEdge Advisors, LLC	157.16K	Jun 30, 26	+121.56K	0.30%
Brio Consultants, LLC	152.70K	Jun 30, 26	+3.86K	0.29%
HARBOUR INVESTMENTS, INC.	151.02K	Jun 30, 26	+8.13K	0.29%
MERCER GLOBAL ADVISORS INC /ADV	147.39K	Jun 30, 26	+133.84K	0.28%
Plancorp, LLC	147.28K	Jun 30, 26	--	0.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	146.04K	Jun 30, 26	+8.07K	0.28%
CI Private Wealth, LLC	137.44K	Jun 30, 26	-10.15K	0.26%
Avise Financial Cooperative, Inc.	135.34K	Jun 30, 26	+135.34K	0.26%
CGN Advisors LLC	134.32K	Jun 30, 26	+6.37K	0.26%
Clarity Wealth Development LLC	132.39K	Jun 30, 26	+2.59K	0.25%
REGATTA CAPITAL GROUP, LLC	123.23K	Jun 30, 26	+32.45K	0.24%
Equitable Holdings, Inc.	122.10K	Jun 30, 26	+78.56K	0.23%
One Capital Management, LLC	121.92K	Jun 30, 26	--	0.23%
Cambridge Investment Research Advisors, Inc.	120.53K	Jun 30, 26	+48.76K	0.23%
Northland Capital Management LLC	120.21K	Jun 30, 26	-4.23K	0.23%
HighTower Advisors, LLC	111.83K	Jun 30, 26	+17.28K	0.21%
NorthRock Partners, LLC	105.94K	Jun 30, 26	+2.75K	0.20%
STIFEL FINANCIAL CORP	104.94K	Jun 30, 26	+8.63K	0.20%
One Wealth Advisors, LLC	103.21K	Jun 30, 26	+92.31K	0.20%
Brookstone Capital Management	101.92K	Jun 30, 26	+9.20K	0.20%
Dynamic Advisor Solutions LLC	101.02K	Jun 30, 26	+445	0.19%
BARTLETT & CO. WEALTH MANAGEMENT LLC	95.06K	Jun 30, 26	+460	0.18%
Janney Montgomery Scott LLC	93.27K	Jun 30, 26	+78.95K	0.18%
Resources Investment Advisors, LLC.	91.51K	Jun 30, 26	+91.51K	0.18%
RAYMOND JAMES FINANCIAL INC	91.16K	Jun 30, 26	+26.23K	0.17%
Cardinal Point Capital Management, ULC	91.00K	Jun 30, 26	+275	0.17%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	90.87K	Jun 30, 26	+3.91K	0.17%
Flagstone Financial Management	89.94K	Jun 30, 26	+3.74K	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	88.91K	Jun 30, 26	-65.49K	0.17%
PAYDEN & RYGEL	88.58K	Jun 30, 26	--	0.17%
FIDUCIARY FINANCIAL ADVISORS	81.92K	Jun 30, 26	+35.64K	0.16%
CANANDAIGUA NATIONAL BANK & TRUST CO	80.39K	Jun 30, 26	+80.39K	0.15%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	80.37K	Jun 30, 26	+48.70K	0.15%
GeoWealth Management, LLC	77.92K	Jun 30, 26	+74.14K	0.15%
Strategic Point Investment Advisors, LLC	75.90K	Jun 30, 26	+605	0.15%
Archer Investment Management, LLC	74.79K	Jun 30, 26	+55.37K	0.14%
Plum Street Advisors, LLC	73.89K	Jun 30, 26	+1.34K	0.14%
Horst & Graben Wealth Management LLC	73.83K	Jun 30, 26	+73.83K	0.14%
Omega Financial Group, LLC	73.53K	Jun 30, 26	-2.36K	0.14%
eCIO, Inc.	72.60K	Jun 30, 26	+4.23K	0.14%
Kondo Wealth Advisors, Inc.	71.25K	Jun 30, 26	-10.11K	0.14%
Advisory Services Network, LLC	70.06K	Jun 30, 26	+4.08K	0.13%
STALEY CAPITAL ADVISERS INC	70.00K	Jun 30, 26	--	0.13%
Sharkey, Howes & Javer	68.17K	Jun 30, 26	+68.17K	0.13%
Colony Group, LLC	67.72K	Jun 30, 26	+3.43K	0.13%
Vise Technologies, Inc.	66.52K	Jun 30, 26	+66.52K	0.13%
ALBION FINANCIAL GROUP /UT	64.47K	Jun 30, 26	+5.59K	0.12%
XY Planning Network, Inc.	62.44K	Jun 30, 26	+62.44K	0.12%
GOULD ASSET MANAGEMENT LLC /CA/	61.08K	Jun 30, 26	+36.95K	0.12%
UMB Bank, n.a.	59.62K	Jun 30, 26	-505	0.11%
J.Safra Asset Management Corp	58.13K	Jun 30, 26	-234	0.11%
Decker Retirement Planning Inc.	55.77K	Jun 30, 26	+12.26K	0.11%
Integrated Wealth Concepts LLC	53.42K	Jun 30, 26	+31.22K	0.10%
Legacy Edge Advisors, LLC	53.35K	Jun 30, 26	+5.53K	0.10%
DAVENPORT & Co LLC	53.01K	Jun 30, 26	+3.07K	0.10%
Kestra Advisory Services, LLC	50.33K	Jun 30, 26	+5.60K	0.10%
Scott Capital Advisors, LLC	46.88K	Jun 30, 26	+46.88K	0.09%
Opal Wealth Advisors, LLC	46.83K	Jun 30, 26	+4.39K	0.09%
Fort Point Capital Partners LLC	45.52K	Jun 30, 26	--	0.09%
Merit Financial Group, LLC	45.44K	Jun 30, 26	+45.44K	0.09%
Aptus Capital Advisors, LLC	45.07K	Jun 30, 26	+21.05K	0.09%
Davis Wealth Advisors, LLC	45.00K	Jun 30, 26	+45.00K	0.09%
CAPTRUST FINANCIAL ADVISORS	44.28K	Jun 30, 26	+1.23K	0.08%
BIRCHBROOK, INC.	43.64K	Jun 30, 26	+1.89K	0.08%
JNBA Financial Advisors	42.72K	Jun 30, 26	+577	0.08%
Wealth Advisory Team LLC	42.71K	Jun 30, 26	+42.71K	0.08%
Pine Haven Investment Counsel, Inc	42.35K	Jun 30, 26	+3.38K	0.08%
Schneider Downs Wealth Management Advisors, LP	41.64K	Jun 30, 26	+598	0.08%
CX Institutional	41.41K	Jun 30, 26	+1.66K	0.08%
FRANKLIN RESOURCES INC	40.04K	Jun 30, 26	+3.41K	0.08%
Cresset Asset Management, LLC	39.78K	Jun 30, 26	+4.91K	0.08%
BLAIR WILLIAM & CO/IL	39.71K	Jun 30, 26	-3.18K	0.08%
Mutual Advisors, LLC	39.02K	Jun 30, 26	+8.27K	0.07%
Summit Wealth Group, LLC	37.20K	Jun 30, 26	+114	0.07%
Leonard Rickey Investment Advisors P.L.L.C.	36.34K	Jun 30, 26	-7.23K	0.07%
Central Pacific Bank - Trust Division	36.24K	Jun 30, 26	+2.49K	0.07%
Level Financial Advisors, Inc.	35.26K	Jun 30, 26	+415	0.07%
Farther Finance Advisors, LLC	35.22K	Jun 30, 26	+14.23K	0.07%
SigFig Wealth Management, LLC	34.85K	Jun 30, 26	+34.85K	0.07%
ARROW FINANCIAL CORP	34.55K	Jun 30, 26	--	0.07%
Rockefeller Capital Management L.P.	34.45K	Jun 30, 26	+42	0.07%
TD PRIVATE CLIENT WEALTH LLC	34.36K	Jun 30, 26	+1.60K	0.07%
Brinker Capital Investments, LLC	33.82K	Jun 30, 26	+33.82K	0.06%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	33.20K	Jun 30, 26	--	0.06%
Steward Partners Investment Advisory, LLC	32.21K	Jun 30, 26	+27.19K	0.06%
Hardy Reed LLC	31.90K	Jun 30, 26	+324	0.06%
Creative Planning	31.89K	Jun 30, 26	-5.78K	0.06%
Wealthcare Advisory Partners LLC	30.73K	Jun 30, 26	--	0.06%
LexAurum Advisors, LLC	30.67K	Jun 30, 26	+6.56K	0.06%
Mason & Associates Inc	30.54K	Jun 30, 26	+296	0.06%
Westfuller Advisors, LLC	29.84K	Jun 30, 26	-7.36K	0.06%
Eley Financial Management, Inc	29.79K	Jun 30, 26	+1.20K	0.06%
PRESILIUM PRIVATE WEALTH, LLC	29.50K	Jun 30, 26	+3.08K	0.06%
Ameritas Investment Partners, Inc.	29.23K	Jun 30, 26	+1.74K	0.06%
Skyline Advisors, Inc.	28.74K	Jun 30, 26	+28.74K	0.06%
Avidian Wealth Solutions, LLC	27.88K	Jun 30, 26	+3.49K	0.05%
AdvisorNet Financial, Inc	27.71K	Jun 30, 26	+19.35K	0.05%
Sanctuary Advisors, LLC	27.13K	Jun 30, 26	+27.13K	0.05%
VERITY Wealth Advisors	26.32K	Jun 30, 26	--	0.05%
Midwest Financial Partners Investments, Inc.	26.08K	Jun 30, 26	+5.86K	0.05%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	25.96K	Jun 30, 26	-52	0.05%
Diversified Enterprises, LLC	25.33K	Jun 30, 26	-6	0.05%
J. Mark Nickell & Co.	24.79K	Jun 30, 26	-3.57K	0.05%
Continuum Advisory, LLC	24.71K	Jun 30, 26	+3.86K	0.05%
NOVARE CAPITAL MANAGEMENT LLC	24.09K	Jun 30, 26	+710	0.05%
M Holdings Securities, Inc.	24.01K	Jun 30, 26	+2.30K	0.05%
Ally Invest Advisors Inc.	23.98K	Jun 30, 26	+936	0.05%
CITADEL ADVISORS LLC	23.95K	Jun 30, 26	-51.21K	0.05%
Johnson Bixby & Associates, LLC	23.89K	Jun 30, 26	+3.61K	0.05%
Tempo Wealth, LLC	23.82K	Jun 30, 26	-1.21K	0.05%
Townsend Financial Planning, LLC	23.75K	Jun 30, 26	+5.30K	0.05%
Beacon Pointe Advisors, LLC	23.52K	Jun 30, 26	+6.75K	0.05%
Parallel Advisors, LLC	23.30K	Jun 30, 26	+1.73K	0.04%
Kelsey Financial, LLC	23.00K	Jun 30, 26	+500	0.04%
Exchange Bank	22.83K	Jun 30, 26	--	0.04%
WILEY BROS.-AINTREE CAPITAL, LLC	22.54K	Jun 30, 26	+22.54K	0.04%
FORVIS Wealth Advisors, LLC	22.32K	Jun 30, 26	+438	0.04%
JONES FINANCIAL COMPANIES LLLP	22.32K	Jun 30, 26	+11.91K	0.04%
CENTRAL TRUST Co	22.28K	Jun 30, 26	+903	0.04%
Keener Financial Planning LLC	22.26K	Jun 30, 26	+751	0.04%
Cerity Partners LLC	22.15K	Jun 30, 26	+11.78K	0.04%
SAX WEALTH ADVISORS, LLC	21.78K	Jun 30, 26	+5.09K	0.04%
ANB BANK	21.64K	Jun 30, 26	+7.89K	0.04%
Sequoia Financial Advisors, LLC	21.63K	Jun 30, 26	-19.74K	0.04%
Shotwell Rutter Baer Inc	21.58K	Jun 30, 26	+406	0.04%
Private Wealth Management Group, LLC	21.57K	Jun 30, 26	+1.58K	0.04%
HEADINVEST, LLC	21.57K	Jun 30, 26	+500	0.04%
THEORY FINANCIAL LLC	21.50K	Jun 30, 26	+21.50K	0.04%
OpenArc Corporate Advisory, LLC	21.48K	Jun 30, 26	+21.48K	0.04%
EverSource Wealth Advisors, LLC	20.45K	Jun 30, 26	+20.45K	0.04%
Evergreen Private Wealth LLC	20.18K	Jun 30, 26	+11.58K	0.04%
SageView Advisory Group, LLC	19.94K	Jun 30, 26	-9.70K	0.04%
Midwest Capital Advisors, LLC	19.58K	Jun 30, 26	+214	0.04%
Joel Adams & Associates, Inc.	19.55K	Jun 30, 26	+215	0.04%
Concurrent Investment Advisors, LLC	19.37K	Jun 30, 26	+19.37K	0.04%
Traveka Wealth, LLC	18.56K	Jun 30, 26	+18.56K	0.04%
TRUEFG, LLC	18.40K	Jun 30, 26	-108	0.04%
RFG Advisory, LLC	18.01K	Jun 30, 26	+18.01K	0.03%
SGL Investment Advisors, Inc.	17.68K	Jun 30, 26	+536	0.03%
Marshall Financial Group LLC	17.65K	Jun 30, 26	+4.29K	0.03%
SCHMIDT P J INVESTMENT MANAGEMENT INC	17.59K	Jun 30, 26	+351	0.03%
MGO ONE SEVEN LLC	17.34K	Jun 30, 26	+17.34K	0.03%
FIFTH THIRD BANCORP	17.00K	Jun 30, 26	+7.20K	0.03%
Indivisible Partners	16.91K	Jun 30, 26	+16.91K	0.03%
Aprio Wealth Management, LLC	16.62K	Jun 30, 26	-432	0.03%
One Day In July LLC	16.58K	Jun 30, 26	-1.99K	0.03%
Tradition Wealth Management, LLC	16.37K	Jun 30, 26	+77	0.03%
Equita Financial Network, Inc.	16.20K	Jun 30, 26	+2.68K	0.03%
Resonant Capital Advisors, LLC	16.19K	Jun 30, 26	+54	0.03%
LifePlan Investment Advisors, Inc.	16.18K	Jun 30, 26	+16.18K	0.03%
LIFELONG WEALTH ADVISORS, INC.	16.16K	Jun 30, 26	+16.16K	0.03%
Clearstead Advisors, LLC	16.15K	Jun 30, 26	-102.69K	0.03%
Cornerstone Financial Management LLC	15.50K	Jun 30, 26	+1.56K	0.03%
Goepper Burkhardt LLC	15.29K	Jun 30, 26	+100	0.03%
AMARA FINANCIAL, LLC.	15.28K	Jun 30, 26	-236	0.03%
Symmetry Partners, LLC	15.21K	Jun 30, 26	+1.04K	0.03%
DIVERSIFY WEALTH MANAGEMENT, LLC	14.93K	Jun 30, 26	+14.93K	0.03%
Diversify Advisory Services, LLC	14.93K	Jun 30, 26	+14.93K	0.03%
VALLEY NATIONAL ADVISERS INC	14.74K	Jun 30, 26	+104	0.03%
Gateway Wealth Partners, LLC	14.65K	Jun 30, 26	+14.65K	0.03%
Pathstone Holdings, LLC	14.59K	Jun 30, 26	+6.00K	0.03%
RED REEF ADVISORS LLC	14.37K	Jun 30, 26	+151	0.03%
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.	14.23K	Jun 30, 26	--	0.03%
Avantax Planning Partners, Inc.	14.06K	Jun 30, 26	-134	0.03%
Carr Financial Group Corp	13.94K	Jun 30, 26	+13.94K	0.03%
Sigma Planning Corp	13.75K	Jun 30, 26	+380	0.03%
Capital Analysts, LLC	13.72K	Jun 30, 26	+9.20K	0.03%
Veridan Wealth LLC	13.63K	Jun 30, 26	+343	0.03%
Hoxton Planning & Management, LLC	13.60K	Jun 30, 26	+13.60K	0.03%
EASTERN BANK	13.25K	Jun 30, 26	--	0.03%
Rehmann Capital Advisory Group	13.13K	Jun 30, 26	+111	0.03%
NOTTINGHAM ADVISORS, INC.	13.10K	Jun 30, 26	+532	0.03%
Signature Resources Capital Management, LLC	12.96K	Jun 30, 26	-506	0.02%
Silver Oak Advisory Group, Inc.	12.96K	Jun 30, 26	+18	0.02%
American Money Management, LLC	12.73K	Jun 30, 26	+1.17K	0.02%
Private Advisor Group, LLC	12.49K	Jun 30, 26	+3.35K	0.02%
Institute for Wealth Management, LLC.	12.48K	Jun 30, 26	+2.89K	0.02%
VERUS CAPITAL PARTNERS, LLC	12.44K	Jun 30, 26	+22	0.02%
Financial Plan, Inc.	12.30K	Jun 30, 26	--	0.02%
True Link Financial Advisors, LLC	12.21K	Jun 30, 26	--	0.02%
Wealth Alliance	11.95K	Jun 30, 26	+11.95K	0.02%
Western Wealth Management, LLC	11.80K	Jun 30, 26	-383	0.02%
Oregon Pacific Wealth Management, LLC	11.40K	Jun 30, 26	+11.40K	0.02%
LRI Investments, LLC	11.27K	Jun 30, 26	--	0.02%
Berger Financial Group, Inc	11.15K	Jun 30, 26	+113	0.02%
STRATEGIC ADVISORY PARTNERS, LLC	11.14K	Jun 30, 26	--	0.02%
Godfrey Financial Associates, Inc.	11.08K	Jun 30, 26	+30	0.02%
Wealthfront Advisers LLC	11.07K	Jun 30, 26	+808	0.02%
Tribridge Partners Financial LLC	11.02K	Jun 30, 26	--	0.02%
Higgins & Schmidt Wealth Strategies LLC	10.91K	Jun 30, 26	+1.15K	0.02%
JANE STREET GROUP, LLC	10.89K	Jun 30, 26	-19.53K	0.02%
Waverly Advisors, LLC	10.76K	Jun 30, 26	-457	0.02%
Buckingham Strategic Partners	10.74K	Jun 30, 26	-6.17K	0.02%
Stratos Wealth Partners, LTD.	10.66K	Jun 30, 26	+247	0.02%
Wells Financial Advisors INC	10.66K	Jun 30, 26	--	0.02%
ENDEAVOR PRIVATE WEALTH, INC.	10.65K	Jun 30, 26	+10.65K	0.02%
GRAND WEALTH MANAGEMENT, LLC	10.44K	Jun 30, 26	+62	0.02%
Napier Financial, LLC	10.42K	Jun 30, 26	+360	0.02%
JB Capital LLC	10.39K	Jun 30, 26	+10.39K	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	10.17K	Jun 30, 26	--	0.02%
DEUTSCHE BANK AG\	10.05K	Jun 30, 26	+5.78K	0.02%
DORVAL Corp	9.98K	Jun 30, 26	+3	0.02%
WESBANCO BANK INC	9.92K	Jun 30, 26	-399	0.02%
ONE WEALTH CAPITAL MANAGEMENT, LLC	9.86K	Jun 30, 26	+9.86K	0.02%
SWEENEY & MICHEL, LLC	9.81K	Jun 30, 26	+818	0.02%
PDS Planning, Inc	9.80K	Jun 30, 26	+309	0.02%
RETIREMENT INCOME SOLUTIONS, INC	9.79K	Jun 30, 26	--	0.02%
4Thought Financial Group Inc.	9.76K	Jun 30, 26	+227	0.02%
Cadia Private Client LLC	9.69K	Jun 30, 26	+107	0.02%
Orion Capital Management LLC	9.57K	Jun 30, 26	+115	0.02%
BayBridge Capital Group, LLC	9.38K	Jun 30, 26	+9.38K	0.02%
AE Wealth Management LLC	9.31K	Jun 30, 26	+7.44K	0.02%
ABSOLUTE CAPITAL MANAGEMENT, LLC	9.25K	Jun 30, 26	+9.25K	0.02%
MAI Capital Management	9.05K	Jun 30, 26	+70	0.02%
Seaside Wealth Management, Inc.	9.04K	Jun 30, 26	+20	0.02%
Focus Financial Network, Inc.	8.93K	Jun 30, 26	+8.93K	0.02%
Whitegate Investment Counselors, Inc.	8.90K	Jun 30, 26	+172	0.02%
Affinity Capital Advisors, LLC	8.86K	Jun 30, 26	-1.59K	0.02%
BEACON INVESTMENT ADVISORY SERVICES, INC.	8.83K	Jun 30, 26	+1.00K	0.02%
PFG Investments, LLC	8.57K	Jun 30, 26	-118	0.02%
Bigelow Investment Advisors, LLC	8.56K	Jun 30, 26	--	0.02%
CreativeOne Wealth, LLC	8.52K	Jun 30, 26	+8.52K	0.02%
Sensenig Capital Advisors, Inc	8.43K	Jun 30, 26	--	0.02%
Creative Capital Management Investments LLC	8.42K	Jun 30, 26	+5.43K	0.02%
First Pacific Financial	8.41K	Jun 30, 26	+1	0.02%
Kingsview Wealth Management, LLC	8.29K	Jun 30, 26	+8.29K	0.02%
CWC Advisors, LLC.	8.25K	Jun 30, 26	+2	0.02%
SRS Capital Advisors, Inc.	8.23K	Jun 30, 26	+8.17K	0.02%
Ameritas Advisory Services, LLC	8.21K	Jun 30, 26	+42	0.02%
ALESCO ADVISORS LLC	8.20K	Jun 30, 26	+8.20K	0.02%
Summit Financial, LLC	8.14K	Jun 30, 26	+8.14K	0.02%
Hills Bank & Trust Co	7.52K	Jun 30, 26	+547	0.01%
Rossby Financial, LCC	7.48K	Jun 30, 26	+1.53K	0.01%
PRIVATE TRUST CO NA	7.26K	Jun 30, 26	--	0.01%
VSM Wealth Advisory, LLC	6.98K	Jun 30, 26	+6	0.01%
Front Row Advisors LLC	6.84K	Jun 30, 26	+350	0.01%
Morton Brown Family Wealth, LLC	6.55K	Jun 30, 26	+374	0.01%
Finley Financial, LLC	6.15K	Jun 30, 26	--	0.01%
American Capital Advisory, LLC	5.89K	Jun 30, 26	--	0.01%
Talisman Wealth Advisors LLC	5.55K	Jun 30, 26	+5.55K	0.01%
MOTCO	5.32K	Jun 30, 26	--	0.01%
Financial Gravity Companies, Inc.	4.88K	Jun 30, 26	+4.88K	0.01%
Cornerstone Planning Group LLC	4.75K	Jun 30, 26	+4.75K	0.01%
Gould Capital, LLC	4.67K	Jun 30, 26	--	0.01%
US BANCORP \DE\	4.59K	Jun 30, 26	-1	0.01%
JFS WEALTH ADVISORS, LLC	4.57K	Jun 30, 26	+4.57K	0.01%
BLUELINE ADVISORS LLC	4.42K	Jun 30, 26	-100	0.01%
Larson Financial Group LLC	4.23K	Jun 30, 26	-6.75K	0.01%
Global Retirement Partners, LLC	4.15K	Jun 30, 26	+4.15K	0.01%
Transamerica Financial Advisors, Inc.	4.02K	Jun 30, 26	+3.79K	0.01%
Mascoma Wealth Management LLC	4.00K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	3.85K	Jun 30, 26	+2.19K	0.01%
Ancora Advisors, LLC	3.78K	Jun 30, 26	--	0.01%
SHP Wealth Management	3.40K	Jun 30, 26	--	0.01%
Armor Investment Advisors, LLC	3.20K	Jun 30, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	2.69K	Jun 30, 26	+1.77K	0.01%
BlackRock, Inc.	2.69K	Jun 30, 26	+2.33K	0.01%
SOFI WEALTH, LLC	2.61K	Jun 30, 26	-14	0.00%
Gen-Wealth Partners Inc	2.30K	Jun 30, 26	+2.22K	0.00%
Fort Vancouver Investment Management, LLC	1.92K	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	1.68K	Jun 30, 26	--	0.00%
Sachetta, LLC	1.67K	Jun 30, 26	--	0.00%
PITTENGER & ANDERSON INC	1.59K	Jun 30, 26	--	0.00%
Bangor Savings Bank	1.58K	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	1.46K	Jun 30, 26	+31	0.00%
Cape Investment Advisory, Inc.	1.08K	Jun 30, 26	+1.08K	0.00%
Physician Wealth Advisors, Inc.	810	Jun 30, 26	+9	0.00%
Triumph Capital Management	799	Jun 30, 26	-26	0.00%
CVA Family Office, LLC	781	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	758	Jun 30, 26	+758	0.00%
MANNING & NAPIER ADVISORS LLC	755	Jun 30, 26	+6	0.00%
Oakmont Advisory Group, LLC	709	Jun 30, 26	+709	0.00%
IFG Advisory, LLC	647	Jun 30, 26	+647	0.00%
DT Investment Partners, LLC	600	Jun 30, 26	+8	0.00%
NATIONAL BANK OF CANADA /FI/	550	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	514	Jun 30, 26	+514	0.00%
Mosley Wealth Management	483	Jun 30, 26	+3	0.00%
Your Advocates Ltd., LLP	406	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	400	Jun 30, 26	--	0.00%
Winthrop Capital Management, LLC	365	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	359	Jun 30, 26	+41	0.00%
Kilter Group LLC	355	Jun 30, 26	+355	0.00%
Smartleaf Asset Management LLC	308	Jun 30, 26	--	0.00%
Spire Wealth Management	299	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	290	Jun 30, 26	+252	0.00%
CoreCap Advisors, LLC	289	Jun 30, 26	--	0.00%
Three Bearings Fiduciary Advisors, Inc.	275	Jun 30, 26	--	0.00%
GW&K Investment Management, LLC	256	Jun 30, 26	--	0.00%
IFP Advisors, Inc	225	Jun 30, 26	-1.23K	0.00%
FMR LLC	199	Jun 30, 26	+28	0.00%
Coston, McIsaac & Partners	180	Jun 30, 26	+2	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	159	Jun 30, 26	-641	0.00%
Portfolio Resources Advisor Group, Inc.	140	Jun 30, 26	+140	0.00%
Tanglewood Legacy Advisors, LLC	123	Jun 30, 26	--	0.00%
Hanson & Doremus Investment Management	116	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	104	Jun 30, 26	+104	0.00%
Key Capital Management, INC	91	Jun 30, 26	+91	0.00%
BNP PARIBAS ARBITRAGE, SNC	90	Jun 30, 26	--	0.00%
Community Bank, N.A.	75	Jun 30, 26	--	0.00%
Gleason Group, Inc.	3	Jun 30, 26	+3	0.00%
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-9.77K	--
RMG Wealth Management LLC	--	Jun 30, 26	-3.80K	--
Arkos Global Advisors	--	Jun 30, 26	-6.40K	--
WealthShield Partners, LLC	--	Jun 30, 26	-594	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-1.08K	--
Independent Advisor Alliance	--	Jun 30, 26	-11.59K	--
Capital Investment Advisory Services, LLC	--	Jun 30, 26	-15	--
Root Financial Partners, LLC	--	Jun 30, 26	-132	--
CITIGROUP INC	--	Jun 30, 26	-1.00K	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-2	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-488	--
NBT BANK N A /NY	--	Jun 30, 26	-166	--
LFA - Lugano Financial Advisors SA	--	Jun 30, 26	-457.11K	--
WFA of San Diego, LLC	--	Jun 30, 26	-5.50K	--
Investor's Fiduciary Advisor Network, LLC	--	Jun 30, 26	-15.10K	--
Charter Oak Capital Management, LLC	138.12K	Mar 31, 26	-6.29K	0.26%
CANANDAIGUA NATIONAL CORP	78.62K	Mar 31, 26	+78.62K	0.15%
CWM, LLC	69.47K	Mar 31, 26	-14.07K	0.13%
JOURNEY STRATEGIC WEALTH LLC	27.44K	Mar 31, 26	+2.29K	0.05%
Cherry Tree Wealth Management, LLC	7.30K	Mar 31, 26	+1.19K	0.01%
Financial Gravity Asset Management, Inc.	4.88K	Mar 31, 26	--	0.01%
Clarius Group, LLC	59.42K	Dec 31, 25	+1.99K	0.11%
COMERICA BANK	9.61K	Dec 31, 25	-3.01K	0.02%
Running Point Capital Advisors, LLC	3.70K	Dec 31, 25	-375	0.01%
Litman Gregory Wealth Management LLC	3.04K	Dec 31, 25	+3.04K	0.01%
CIBC Private Wealth Group, LLC	1.47K	Dec 31, 25	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-813	--
Willow Creek Wealth Management Inc.	46.33K	Sep 30, 25	+1.89K	0.09%
AllSquare Wealth Management LLC	3.08K	Sep 30, 25	--	0.01%
Parkside Advisors LLC	86.19K	Jun 30, 25	-2.48K	0.16%
Better Money Decisions, LLC	69.08K	Jun 30, 25	+1.68K	0.13%
PrairieView Partners, LLC	64.26K	Jun 30, 25	+3.55K	0.12%
Congress Wealth Management LLC / DE /	15.98K	Jun 30, 25	+2	0.03%
AVANTAX ADVISORY SERVICES, INC.	11.48K	Jun 30, 25	-102	0.02%
Atria Wealth Solutions, Inc.	8.68K	Jun 30, 25	-405	0.02%
Parkworth Wealth Management, Inc.	3.98K	Jun 30, 25	+43	0.01%
DOHJ, LLC	--	Jun 30, 25	-11.33K	--
US FINANCIAL ADVISORS, LLC	11.55K	Mar 31, 25	+1.22K	0.02%
Orion Portfolio Solutions, LLC	8.37K	Mar 31, 25	-5.77K	0.02%
BOSTON FINANCIAL MANGEMENT LLC	33.48K	Dec 31, 24	+1.89K	0.06%
Buckingham Capital Management, Inc.	13.11K	Dec 31, 24	+110	0.03%
HBC Financial Services, PLLC	2.38K	Dec 31, 24	--	0.00%
Sugarloaf Wealth Management, LLC	50	Dec 31, 24	-1.22K	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	--	Dec 31, 24	-1.23K	--
Raymond James Financial Services Advisors, Inc.	29.51K	Sep 30, 24	-18.72K	0.06%
Diversified, LLC	15.16K	Sep 30, 24	+129	0.03%
RAYMOND JAMES & ASSOCIATES	13.99K	Sep 30, 24	-2.06K	0.03%
Private Ocean, LLC	461.49K	Jun 30, 24	-704	0.88%
PAYDEN & RYGEL INVESTMENT GROUP	88.58K	Jun 30, 24	+5.73K	0.17%
Levy Wealth Management Group, LLC	60.66K	Jun 30, 24	+50	0.12%
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	11.36K	Jun 30, 24	+25	0.02%
BlackRock Inc.	4.98K	Jun 30, 24	+48	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	4.21K	Jun 30, 24	+1.15K	0.01%
JANICZEK WEALTH MANAGEMENT, LLC	2.29K	Jun 30, 24	--	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-72	--
Cetera Advisor Networks LLC	33.93K	Mar 31, 24	-14.18K	0.06%
Cetera Advisors LLC	11.42K	Mar 31, 24	-362	0.02%
Adroit Compliance, LLC	86.74K	Dec 31, 23	+86.74K	0.17%
Bartlett & Co. LLC	63.88K	Dec 31, 23	+1.76K	0.12%
WADE G W & INC	50.33K	Dec 31, 23	+11.70K	0.10%
Baystate Wealth Management LLC	20.45K	Dec 31, 23	-5.03K	0.04%
Bridgeworth, LLC	12.57K	Dec 31, 23	-338	0.02%
PFS INVESTMENTS INC.	675.20K	Jun 30, 23	-62.59K	1.29%
Financial Architects, Inc	52.90K	Jun 30, 23	-1.61K	0.10%
AFFINIA FINANCIAL GROUP, LLC	47.25K	Jun 30, 23	-1.24K	0.09%
TimeScale Financial, Inc.	4.05K	Jun 30, 23	-22	0.01%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-545	--
Parsec Financial Management, Inc.	283.35K	Mar 31, 23	-2.16K	0.54%
Baldrige Asset Management LLC	94.45K	Mar 31, 23	+1.11K	0.18%
Cardinal Point Wealth Management Partners, LLC	59.87K	Mar 31, 23	-9.80K	0.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC	12.47K	Mar 31, 23	-10.28K	0.02%
Cribstone Capital Management, LLC	27.85K	Dec 31, 22	-542	0.05%
RESOLUTE FINANCIAL, LLC	24.09K	Dec 31, 22	-1.56K	0.05%
TRUSTCORE FINANCIAL SERVICES, LLC	1.90K	Dec 31, 22	--	0.00%
Burleson & Company, LLC	30	Dec 31, 22	+30	0.00%
EATON VANCE MANAGEMENT	115.03K	Sep 30, 22	-2.29K	0.22%
CPWM, LLC	40.38K	Sep 30, 22	+26.13K	0.08%
Covington Capital Management	925	Sep 30, 22	--	0.00%
American Portfolios Advisors	522	Sep 30, 22	+522	0.00%
DIXON HUBARD FEINOUR & BROWN INC/VA	18.44K	Jun 30, 22	+269	0.04%
KerberRose Wealth Management, LLC	9.10K	Jun 30, 22	+9.10K	0.02%
Carroll Financial Associates, Inc.	2.30K	Dec 31, 21	--	0.00%
NEXT Financial Group, Inc	--	Dec 31, 21	-17.80K	--
C-J Advisory, Inc.	65.98K	Sep 30, 21	+1.86K	0.13%
Alexandria Capital, LLC	34.63K	Sep 30, 21	+50	0.07%
OLD DOMINION CAPITAL MANAGEMENT INC	15.30K	Sep 30, 21	+4	0.03%
Ameritas Investment Company, LLC	8.46K	Sep 30, 21	+8.46K	0.02%
Wealthsimple US, Ltd.	209.84K	Mar 31, 21	+493	0.40%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	14.92K	Dec 31, 20	+14.92K	0.03%
ROWLAND CARMICHAEL ADVISORS INC /ADV	918	Dec 31, 20	-261	0.00%
Watson Rebecca	18.51K	Sep 30, 20	+1.28K	0.04%
First Allied Advisory Services, Inc.	7.70K	Sep 30, 20	+7.70K	0.01%
SHINE INVESTMENT ADVISORY SERVICES INC	235	Sep 30, 20	--	0.00%
LifePlan Financial Group, Inc	--	Sep 30, 20	-492	--
Advisor Group, Inc.	17.23K	Dec 31, 19	+2.56K	0.03%
LADENBURG THALMANN FINANCIAL SERVICES INC.	6.45K	Dec 31, 19	-1.51K	0.01%
LaSalle Street Capital Management, LLC	8.15K	Sep 30, 19	--	0.02%
Vestpro Financial Partners, Inc. dba CPF Texas	443	Sep 30, 18	+443	0.00%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

3.76M

Jun 30, 26

+3.23M

7.20%

GOLDMAN SACHS GROUP INC

3.44M

Jun 30, 26

+52.86K

6.58%

LPL Financial LLC

2.80M

Jun 30, 26

+1.17M

5.36%

MORGAN STANLEY

1.03M

Jun 30, 26

+58.51K

1.98%

THRIVENT FINANCIAL FOR LUTHERANS

952.05K

Jun 30, 26

+146.46K

1.82%

JPMORGAN CHASE & CO

884.93K

Jun 30, 26

+530.97K

1.69%

Envestnet Portfolio Solutions, Inc.

768.28K

Jun 30, 26

+746.28K

1.47%

EP Wealth Advisors, LLC

768.20K

Jun 30, 26

+67.28K

1.47%

ROYAL BANK OF CANADA

733.82K

Jun 30, 26

+67.07K

1.40%

AMERIPRISE FINANCIAL INC

726.06K

Jun 30, 26

+52.85K

1.39%

Acorns Advisers, LLC

698.68K

Jun 30, 26

+38.50K

1.34%

WELLS FARGO & COMPANY/MN

679.45K

Jun 30, 26

+70.11K

1.30%

Bank of New York Mellon Corp

662.85K

Jun 30, 26

-7.95K

1.27%

Savant Capital, LLC

597.29K

Jun 30, 26

+21.64K

1.14%

COMMONWEALTH EQUITY SERVICES, LLC

580.17K

Jun 30, 26

+36.77K

1.11%

Wealthspire Advisors, LLC

511.27K

Jun 30, 26

+18.81K

0.98%

Perigon Wealth Management, LLC

504.56K

Jun 30, 26

+69.39K

0.97%

Modera Wealth Management, LLC

497.66K

Jun 30, 26

+9.93K

0.95%

UBS Group AG

488.15K

Jun 30, 26

+10.88K

0.93%

ST GERMAIN D J CO INC

487.16K

Jun 30, 26

+15.64K

0.93%

Allworth Financial LP

486.78K

Jun 30, 26

+8.71K

0.93%

Baird Financial Group, Inc.

484.39K

Jun 30, 26

+17.87K

0.93%

Milestone Investment Advisors LLC

414.40K

Jun 30, 26

-7.98K

0.79%

Mariner, LLC

412.17K

Jun 30, 26

-7.08K

0.79%

Francis Financial, Inc.

410.67K

Jun 30, 26

+6.24K

0.79%

Cetera Investment Advisers

401.08K

Jun 30, 26

+291.99K

0.77%

FLPUTNAM INVESTMENT MANAGEMENT CO

382.22K

Jun 30, 26

+6.58K

0.73%

Destination Wealth Management

373.62K

Jun 30, 26

+12.62K

0.72%

Financial Engines Advisors L.L.C.

340.38K

Jun 30, 26

+12.73K

0.65%

Odyssey Group, LLC

309.83K

Jun 30, 26

+309.83K

0.59%

Integris Wealth Management, LLC

303.74K

Jun 30, 26

+19.14K

0.58%

Fisher Asset Management, LLC

296.74K

Jun 30, 26

+19.08K

0.57%

RAFFA WEALTH MANAGEMENT, LLC

293.03K

Jun 30, 26

+33.83K

0.56%

Apella Capital, LLC

287.04K

Jun 30, 26

+5.65K

0.55%

Colorado Capital Management, Inc.

267.91K

Jun 30, 26

+10.70K

0.51%

BANK OF AMERICA CORP /DE/

266.04K

Jun 30, 26

+16.48K

0.51%

Elser Financial Planning, Inc

258.67K

Jun 30, 26

-13.72K

0.50%

Wescott Financial Advisory Group, LLC

255.37K

Jun 30, 26

+1.47K

0.49%

ADVISOR GROUP HOLDINGS, INC.

239.11K

Jun 30, 26

+46.46K

0.46%

PARK AVENUE SECURITIES LLC

211.77K

Jun 30, 26

+211.77K

0.41%

Impact Investors, Inc

209.48K

Jun 30, 26

-32.89K

0.40%

MATHER GROUP, LLC.

208.67K

Jun 30, 26

+18.53K

0.40%

IMPACTfolio, LLC

181.24K

Jun 30, 26

+4.54K

0.35%

Arlington Financial Advisors, LLC

179.51K

Jun 30, 26

+991

0.34%

SEEDS INVESTOR LLC

176.52K

Jun 30, 26

+2.56K

0.34%

MML INVESTORS SERVICES, LLC

171.43K

Jun 30, 26

+152.62K

0.33%

Accredited Investors Inc.

163.29K

Jun 30, 26

+6.36K

0.31%

ASSETMARK, INC

159.74K

Jun 30, 26

+88.90K

0.31%

Bear Mountain Capital, Inc.

157.92K

Jun 30, 26

+4.07K

0.30%

FIDUCIARY TRUST CO

157.72K

Jun 30, 26

+16.80K

0.30%

NewEdge Advisors, LLC

157.16K

Jun 30, 26

+121.56K

0.30%

Brio Consultants, LLC

152.70K

Jun 30, 26

+3.86K

0.29%

HARBOUR INVESTMENTS, INC.

151.02K

Jun 30, 26

+8.13K

0.29%

MERCER GLOBAL ADVISORS INC /ADV

147.39K

Jun 30, 26

+133.84K

0.28%

Plancorp, LLC

147.28K

Jun 30, 26

0.28%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

146.04K

Jun 30, 26

+8.07K

0.28%

CI Private Wealth, LLC

137.44K

Jun 30, 26

-10.15K

0.26%

Avise Financial Cooperative, Inc.

135.34K

Jun 30, 26

+135.34K

0.26%

CGN Advisors LLC

134.32K

Jun 30, 26

+6.37K

0.26%

Clarity Wealth Development LLC

132.39K

Jun 30, 26

+2.59K

0.25%

REGATTA CAPITAL GROUP, LLC

123.23K

Jun 30, 26

+32.45K

0.24%

Equitable Holdings, Inc.

122.10K

Jun 30, 26

+78.56K

0.23%

One Capital Management, LLC

121.92K

Jun 30, 26

0.23%

Cambridge Investment Research Advisors, Inc.

120.53K

Jun 30, 26

+48.76K

0.23%

Northland Capital Management LLC

120.21K

Jun 30, 26

-4.23K

0.23%

HighTower Advisors, LLC

111.83K

Jun 30, 26

+17.28K

0.21%

NorthRock Partners, LLC

105.94K

Jun 30, 26

+2.75K

0.20%

STIFEL FINANCIAL CORP

104.94K

Jun 30, 26

+8.63K

0.20%

One Wealth Advisors, LLC

103.21K

Jun 30, 26

+92.31K

0.20%

Brookstone Capital Management

101.92K

Jun 30, 26

+9.20K

0.20%

Dynamic Advisor Solutions LLC

101.02K

Jun 30, 26

+445

0.19%

BARTLETT & CO. WEALTH MANAGEMENT LLC

95.06K

Jun 30, 26

+460

0.18%

Janney Montgomery Scott LLC

93.27K

Jun 30, 26

+78.95K

0.18%

Resources Investment Advisors, LLC.

91.51K

Jun 30, 26

+91.51K

0.18%

RAYMOND JAMES FINANCIAL INC

91.16K

Jun 30, 26

+26.23K

0.17%

Cardinal Point Capital Management, ULC

91.00K

Jun 30, 26

+275

0.17%

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

90.87K

Jun 30, 26

+3.91K

0.17%

Flagstone Financial Management

89.94K

Jun 30, 26

+3.74K

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

88.91K

Jun 30, 26

-65.49K

0.17%

PAYDEN & RYGEL

88.58K

Jun 30, 26

0.17%

FIDUCIARY FINANCIAL ADVISORS

81.92K

Jun 30, 26

+35.64K

0.16%

CANANDAIGUA NATIONAL BANK & TRUST CO

80.39K

Jun 30, 26

+80.39K

0.15%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

80.37K

Jun 30, 26

+48.70K

0.15%

GeoWealth Management, LLC

77.92K

Jun 30, 26

+74.14K

0.15%

Strategic Point Investment Advisors, LLC

75.90K

Jun 30, 26

+605

0.15%

Archer Investment Management, LLC

74.79K

Jun 30, 26

+55.37K

0.14%

Plum Street Advisors, LLC

73.89K

Jun 30, 26

+1.34K

0.14%

Horst & Graben Wealth Management LLC

73.83K

Jun 30, 26

+73.83K

0.14%

Omega Financial Group, LLC

73.53K

Jun 30, 26

-2.36K

0.14%

eCIO, Inc.

72.60K

Jun 30, 26

+4.23K

0.14%

Kondo Wealth Advisors, Inc.

71.25K

Jun 30, 26

-10.11K

0.14%

Advisory Services Network, LLC

70.06K

Jun 30, 26

+4.08K

0.13%

STALEY CAPITAL ADVISERS INC

70.00K

Jun 30, 26

0.13%

Sharkey, Howes & Javer

68.17K

Jun 30, 26

+68.17K

0.13%

Colony Group, LLC

67.72K

Jun 30, 26

+3.43K

0.13%

Vise Technologies, Inc.

66.52K

Jun 30, 26

+66.52K

0.13%

ALBION FINANCIAL GROUP /UT

64.47K

Jun 30, 26

+5.59K

0.12%

XY Planning Network, Inc.

62.44K

Jun 30, 26

+62.44K

0.12%

GOULD ASSET MANAGEMENT LLC /CA/

61.08K

Jun 30, 26

+36.95K

0.12%

UMB Bank, n.a.

59.62K

Jun 30, 26

-505

0.11%

J.Safra Asset Management Corp

58.13K

Jun 30, 26

-234

0.11%

Decker Retirement Planning Inc.

55.77K

Jun 30, 26

+12.26K

0.11%

Integrated Wealth Concepts LLC

53.42K

Jun 30, 26

+31.22K

0.10%

Legacy Edge Advisors, LLC

53.35K

Jun 30, 26

+5.53K

0.10%

DAVENPORT & Co LLC

53.01K

Jun 30, 26

+3.07K

0.10%

Kestra Advisory Services, LLC

50.33K

Jun 30, 26

+5.60K

0.10%

Scott Capital Advisors, LLC

46.88K

Jun 30, 26

+46.88K

0.09%

Opal Wealth Advisors, LLC

46.83K

Jun 30, 26

+4.39K

0.09%

Fort Point Capital Partners LLC

45.52K

Jun 30, 26

0.09%

Merit Financial Group, LLC

45.44K

Jun 30, 26

+45.44K

0.09%

Aptus Capital Advisors, LLC

45.07K

Jun 30, 26

+21.05K

0.09%

Davis Wealth Advisors, LLC

45.00K

Jun 30, 26

+45.00K

0.09%

CAPTRUST FINANCIAL ADVISORS

44.28K

Jun 30, 26

+1.23K

0.08%

BIRCHBROOK, INC.

43.64K

Jun 30, 26

+1.89K

0.08%

JNBA Financial Advisors

42.72K

Jun 30, 26

+577

0.08%

Wealth Advisory Team LLC

42.71K

Jun 30, 26

+42.71K

0.08%

Pine Haven Investment Counsel, Inc

42.35K

Jun 30, 26

+3.38K

0.08%

Schneider Downs Wealth Management Advisors, LP

41.64K

Jun 30, 26

+598

0.08%

CX Institutional

41.41K

Jun 30, 26

+1.66K

0.08%

FRANKLIN RESOURCES INC

40.04K

Jun 30, 26

+3.41K

0.08%

Cresset Asset Management, LLC

39.78K

Jun 30, 26

+4.91K

0.08%

BLAIR WILLIAM & CO/IL

39.71K

Jun 30, 26

-3.18K

0.08%

Mutual Advisors, LLC

39.02K

Jun 30, 26

+8.27K

0.07%

Summit Wealth Group, LLC

37.20K

Jun 30, 26

+114

0.07%

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

36.34K

Jun 30, 26

-7.23K

0.07%

Central Pacific Bank - Trust Division

36.24K

Jun 30, 26

+2.49K

0.07%

Level Financial Advisors, Inc.

35.26K

Jun 30, 26

+415

0.07%

Farther Finance Advisors, LLC

35.22K

Jun 30, 26

+14.23K

0.07%

SigFig Wealth Management, LLC

34.85K

Jun 30, 26

+34.85K

0.07%

ARROW FINANCIAL CORP

34.55K

Jun 30, 26

0.07%

Rockefeller Capital Management L.P.

34.45K

Jun 30, 26

+42

0.07%

TD PRIVATE CLIENT WEALTH LLC

34.36K

Jun 30, 26

+1.60K

0.07%

Brinker Capital Investments, LLC

33.82K

Jun 30, 26

+33.82K

0.06%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

33.20K

Jun 30, 26

0.06%

Steward Partners Investment Advisory, LLC

32.21K

Jun 30, 26

+27.19K

0.06%

Hardy Reed LLC

31.90K

Jun 30, 26

+324

0.06%

Creative Planning

31.89K

Jun 30, 26

-5.78K

0.06%

Wealthcare Advisory Partners LLC

30.73K

Jun 30, 26

0.06%

LexAurum Advisors, LLC

30.67K

Jun 30, 26

+6.56K

0.06%

Mason & Associates Inc

30.54K

Jun 30, 26

+296

0.06%

Westfuller Advisors, LLC

29.84K

Jun 30, 26

-7.36K

0.06%

Eley Financial Management, Inc

29.79K

Jun 30, 26

+1.20K

0.06%

PRESILIUM PRIVATE WEALTH, LLC

29.50K

Jun 30, 26

+3.08K

0.06%

Ameritas Investment Partners, Inc.

29.23K

Jun 30, 26

+1.74K

0.06%

Skyline Advisors, Inc.

28.74K

Jun 30, 26

+28.74K

0.06%

Avidian Wealth Solutions, LLC

27.88K

Jun 30, 26

+3.49K

0.05%

AdvisorNet Financial, Inc

27.71K

Jun 30, 26

+19.35K

0.05%

Sanctuary Advisors, LLC

27.13K

Jun 30, 26

+27.13K

0.05%

VERITY Wealth Advisors

26.32K

Jun 30, 26

0.05%

Midwest Financial Partners Investments, Inc.

26.08K

Jun 30, 26

+5.86K

0.05%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

25.96K

Jun 30, 26

-52

0.05%

Diversified Enterprises, LLC

25.33K

Jun 30, 26

-6

0.05%

J. Mark Nickell & Co.

24.79K

Jun 30, 26

-3.57K

0.05%

Continuum Advisory, LLC

24.71K

Jun 30, 26

+3.86K

0.05%

NOVARE CAPITAL MANAGEMENT LLC

24.09K

Jun 30, 26

+710

0.05%

M Holdings Securities, Inc.

24.01K

Jun 30, 26

+2.30K

0.05%

Ally Invest Advisors Inc.

23.98K

Jun 30, 26

+936

0.05%

CITADEL ADVISORS LLC

23.95K

Jun 30, 26

-51.21K

0.05%

Johnson Bixby & Associates, LLC

23.89K

Jun 30, 26

+3.61K

0.05%

Tempo Wealth, LLC

23.82K

Jun 30, 26

-1.21K

0.05%

Townsend Financial Planning, LLC

23.75K

Jun 30, 26

+5.30K

0.05%

Beacon Pointe Advisors, LLC

23.52K

Jun 30, 26

+6.75K

0.05%

Parallel Advisors, LLC

23.30K

Jun 30, 26

+1.73K

0.04%

Kelsey Financial, LLC

23.00K

Jun 30, 26

+500

0.04%

Exchange Bank

22.83K

Jun 30, 26

0.04%

WILEY BROS.-AINTREE CAPITAL, LLC

22.54K

Jun 30, 26

+22.54K

0.04%

FORVIS Wealth Advisors, LLC

22.32K

Jun 30, 26

+438

0.04%

JONES FINANCIAL COMPANIES LLLP

22.32K

Jun 30, 26

+11.91K

0.04%

CENTRAL TRUST Co

22.28K

Jun 30, 26

+903

0.04%

Keener Financial Planning LLC

22.26K

Jun 30, 26

+751

0.04%

Cerity Partners LLC

22.15K

Jun 30, 26

+11.78K

0.04%

SAX WEALTH ADVISORS, LLC

21.78K

Jun 30, 26

+5.09K

0.04%

ANB BANK

21.64K

Jun 30, 26

+7.89K

0.04%

Sequoia Financial Advisors, LLC

21.63K

Jun 30, 26

-19.74K

0.04%

Shotwell Rutter Baer Inc

21.58K

Jun 30, 26

+406

0.04%

Private Wealth Management Group, LLC

21.57K

Jun 30, 26

+1.58K

0.04%

HEADINVEST, LLC

21.57K

Jun 30, 26

+500

0.04%

THEORY FINANCIAL LLC

21.50K

Jun 30, 26

+21.50K

0.04%

OpenArc Corporate Advisory, LLC

21.48K

Jun 30, 26

+21.48K

0.04%

EverSource Wealth Advisors, LLC

20.45K

Jun 30, 26

+20.45K

0.04%

Evergreen Private Wealth LLC

20.18K

Jun 30, 26

+11.58K

0.04%

SageView Advisory Group, LLC

19.94K

Jun 30, 26

-9.70K

0.04%

Midwest Capital Advisors, LLC

19.58K

Jun 30, 26

+214

0.04%

Joel Adams & Associates, Inc.

19.55K

Jun 30, 26

+215

0.04%

Concurrent Investment Advisors, LLC

19.37K

Jun 30, 26

+19.37K

0.04%

Traveka Wealth, LLC

18.56K

Jun 30, 26

+18.56K

0.04%

TRUEFG, LLC

18.40K

Jun 30, 26

-108

0.04%

RFG Advisory, LLC

18.01K

Jun 30, 26

+18.01K

0.03%

SGL Investment Advisors, Inc.

17.68K

Jun 30, 26

+536

0.03%

Marshall Financial Group LLC

17.65K

Jun 30, 26

+4.29K

0.03%

SCHMIDT P J INVESTMENT MANAGEMENT INC

17.59K

Jun 30, 26

+351

0.03%

MGO ONE SEVEN LLC

17.34K

Jun 30, 26

+17.34K

0.03%

FIFTH THIRD BANCORP

17.00K

Jun 30, 26

+7.20K

0.03%

Indivisible Partners

16.91K

Jun 30, 26

+16.91K

0.03%

Aprio Wealth Management, LLC

16.62K

Jun 30, 26

-432

0.03%

One Day In July LLC

16.58K

Jun 30, 26

-1.99K

0.03%

Tradition Wealth Management, LLC

16.37K

Jun 30, 26

+77

0.03%

Equita Financial Network, Inc.

16.20K

Jun 30, 26

+2.68K

0.03%

Resonant Capital Advisors, LLC

16.19K

Jun 30, 26

+54

0.03%

LifePlan Investment Advisors, Inc.

16.18K

Jun 30, 26

+16.18K

0.03%

LIFELONG WEALTH ADVISORS, INC.

16.16K

Jun 30, 26

+16.16K

0.03%

Clearstead Advisors, LLC

16.15K

Jun 30, 26

-102.69K

0.03%

Cornerstone Financial Management LLC

15.50K

Jun 30, 26

+1.56K

0.03%

Goepper Burkhardt LLC

15.29K

Jun 30, 26

+100

0.03%

AMARA FINANCIAL, LLC.

15.28K

Jun 30, 26

-236

0.03%

Symmetry Partners, LLC

15.21K

Jun 30, 26

+1.04K

0.03%

DIVERSIFY WEALTH MANAGEMENT, LLC

14.93K

Jun 30, 26

+14.93K

0.03%

Diversify Advisory Services, LLC

14.93K

Jun 30, 26

+14.93K

0.03%

VALLEY NATIONAL ADVISERS INC

14.74K

Jun 30, 26

+104

0.03%

Gateway Wealth Partners, LLC

14.65K

Jun 30, 26

+14.65K

0.03%

Pathstone Holdings, LLC

14.59K

Jun 30, 26

+6.00K

0.03%

RED REEF ADVISORS LLC

14.37K

Jun 30, 26

+151

0.03%

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

14.23K

Jun 30, 26

0.03%

Avantax Planning Partners, Inc.

14.06K

Jun 30, 26

-134

0.03%

Carr Financial Group Corp

13.94K

Jun 30, 26

+13.94K

0.03%

Sigma Planning Corp

13.75K

Jun 30, 26

+380

0.03%

Capital Analysts, LLC

13.72K

Jun 30, 26

+9.20K

0.03%

Veridan Wealth LLC

13.63K

Jun 30, 26

+343

0.03%

Hoxton Planning & Management, LLC

13.60K

Jun 30, 26

+13.60K

0.03%

EASTERN BANK

13.25K

Jun 30, 26

0.03%

Rehmann Capital Advisory Group

13.13K

Jun 30, 26

+111

0.03%

NOTTINGHAM ADVISORS, INC.

13.10K

Jun 30, 26

+532

0.03%

Signature Resources Capital Management, LLC

12.96K

Jun 30, 26

-506

0.02%

Silver Oak Advisory Group, Inc.

12.96K

Jun 30, 26

+18

0.02%

American Money Management, LLC

12.73K

Jun 30, 26

+1.17K

0.02%

Private Advisor Group, LLC

12.49K

Jun 30, 26

+3.35K

0.02%

Institute for Wealth Management, LLC.

12.48K

Jun 30, 26

+2.89K

0.02%

VERUS CAPITAL PARTNERS, LLC

12.44K

Jun 30, 26

+22

0.02%

Financial Plan, Inc.

12.30K

Jun 30, 26

0.02%

True Link Financial Advisors, LLC

12.21K

Jun 30, 26

0.02%

Wealth Alliance

11.95K

Jun 30, 26

+11.95K

0.02%

Western Wealth Management, LLC

11.80K

Jun 30, 26

-383

0.02%

Oregon Pacific Wealth Management, LLC

11.40K

Jun 30, 26

+11.40K

0.02%

LRI Investments, LLC

11.27K

Jun 30, 26

0.02%

Berger Financial Group, Inc

11.15K

Jun 30, 26

+113

0.02%

STRATEGIC ADVISORY PARTNERS, LLC

11.14K

Jun 30, 26

0.02%

Godfrey Financial Associates, Inc.

11.08K

Jun 30, 26

+30

0.02%

Wealthfront Advisers LLC

11.07K

Jun 30, 26

+808

0.02%

Tribridge Partners Financial LLC

11.02K

Jun 30, 26

0.02%

Higgins & Schmidt Wealth Strategies LLC

10.91K

Jun 30, 26

+1.15K

0.02%

JANE STREET GROUP, LLC

10.89K

Jun 30, 26

-19.53K

0.02%

Waverly Advisors, LLC

10.76K

Jun 30, 26

-457

0.02%

Buckingham Strategic Partners

10.74K

Jun 30, 26

-6.17K

0.02%

Stratos Wealth Partners, LTD.

10.66K

Jun 30, 26

+247

0.02%

Wells Financial Advisors INC

10.66K

Jun 30, 26

0.02%

ENDEAVOR PRIVATE WEALTH, INC.

10.65K

Jun 30, 26

+10.65K

0.02%

GRAND WEALTH MANAGEMENT, LLC

10.44K

Jun 30, 26

+62

0.02%

Napier Financial, LLC

10.42K

Jun 30, 26

+360

0.02%

JB Capital LLC

10.39K

Jun 30, 26

+10.39K

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

10.17K

Jun 30, 26

0.02%

DEUTSCHE BANK AG\

10.05K

Jun 30, 26

+5.78K

0.02%

DORVAL Corp

9.98K

Jun 30, 26

0.02%

WESBANCO BANK INC

9.92K

Jun 30, 26

-399

0.02%

ONE WEALTH CAPITAL MANAGEMENT, LLC

9.86K

Jun 30, 26

+9.86K

0.02%

SWEENEY & MICHEL, LLC

9.81K

Jun 30, 26

+818

0.02%

PDS Planning, Inc

9.80K

Jun 30, 26

+309

0.02%

RETIREMENT INCOME SOLUTIONS, INC

9.79K

Jun 30, 26

0.02%

4Thought Financial Group Inc.

9.76K

Jun 30, 26

+227

0.02%

Cadia Private Client LLC

9.69K

Jun 30, 26

+107

0.02%

Orion Capital Management LLC

9.57K

Jun 30, 26

+115

0.02%

BayBridge Capital Group, LLC

9.38K

Jun 30, 26

+9.38K

0.02%

AE Wealth Management LLC

9.31K

Jun 30, 26

+7.44K

0.02%

ABSOLUTE CAPITAL MANAGEMENT, LLC

9.25K

Jun 30, 26

+9.25K

0.02%

MAI Capital Management

9.05K

Jun 30, 26

+70

0.02%

Seaside Wealth Management, Inc.

9.04K

Jun 30, 26

+20

0.02%

Focus Financial Network, Inc.

8.93K

Jun 30, 26

+8.93K

0.02%

Whitegate Investment Counselors, Inc.

8.90K

Jun 30, 26

+172

0.02%

Affinity Capital Advisors, LLC

8.86K

Jun 30, 26

-1.59K

0.02%

BEACON INVESTMENT ADVISORY SERVICES, INC.

8.83K

Jun 30, 26

+1.00K

0.02%

PFG Investments, LLC

8.57K

Jun 30, 26

-118

0.02%

Bigelow Investment Advisors, LLC

8.56K

Jun 30, 26

0.02%

CreativeOne Wealth, LLC

8.52K

Jun 30, 26

+8.52K

0.02%

Sensenig Capital Advisors, Inc

8.43K

Jun 30, 26

0.02%

Creative Capital Management Investments LLC

8.42K

Jun 30, 26

+5.43K

0.02%

First Pacific Financial

8.41K

Jun 30, 26

0.02%

Kingsview Wealth Management, LLC

8.29K

Jun 30, 26

+8.29K

0.02%

CWC Advisors, LLC.

8.25K

Jun 30, 26

0.02%

SRS Capital Advisors, Inc.

8.23K

Jun 30, 26

+8.17K

0.02%

Ameritas Advisory Services, LLC

8.21K

Jun 30, 26

+42

0.02%

ALESCO ADVISORS LLC

8.20K

Jun 30, 26

+8.20K

0.02%

Summit Financial, LLC

8.14K

Jun 30, 26

+8.14K

0.02%

Hills Bank & Trust Co

7.52K

Jun 30, 26

+547

0.01%

Rossby Financial, LCC

7.48K

Jun 30, 26

+1.53K

0.01%

PRIVATE TRUST CO NA

7.26K

Jun 30, 26

0.01%

VSM Wealth Advisory, LLC

6.98K

Jun 30, 26

0.01%

Front Row Advisors LLC

6.84K

Jun 30, 26

+350

0.01%

Morton Brown Family Wealth, LLC

6.55K

Jun 30, 26

+374

0.01%

Finley Financial, LLC

6.15K

Jun 30, 26

0.01%

American Capital Advisory, LLC

5.89K

Jun 30, 26

0.01%

Talisman Wealth Advisors LLC

5.55K

Jun 30, 26

+5.55K

0.01%

MOTCO

5.32K

Jun 30, 26

0.01%

Financial Gravity Companies, Inc.

4.88K

Jun 30, 26

+4.88K

0.01%

Cornerstone Planning Group LLC

4.75K

Jun 30, 26

+4.75K

0.01%

Gould Capital, LLC

4.67K

Jun 30, 26

0.01%

US BANCORP \DE\

4.59K

Jun 30, 26

-1

0.01%

JFS WEALTH ADVISORS, LLC

4.57K

Jun 30, 26

+4.57K

0.01%

BLUELINE ADVISORS LLC

4.42K

Jun 30, 26

-100

0.01%

Larson Financial Group LLC

4.23K

Jun 30, 26

-6.75K

0.01%

Global Retirement Partners, LLC

4.15K

Jun 30, 26

+4.15K

0.01%

Transamerica Financial Advisors, Inc.

4.02K

Jun 30, 26

+3.79K

0.01%

Mascoma Wealth Management LLC

4.00K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

3.85K

Jun 30, 26

+2.19K

0.01%

Ancora Advisors, LLC

3.78K

Jun 30, 26

0.01%

SHP Wealth Management

3.40K

Jun 30, 26

0.01%

Armor Investment Advisors, LLC

3.20K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

2.69K

Jun 30, 26

+1.77K

0.01%

BlackRock, Inc.

2.69K

Jun 30, 26

+2.33K

0.01%

SOFI WEALTH, LLC

2.61K

Jun 30, 26

-14

0.00%

Gen-Wealth Partners Inc

2.30K

Jun 30, 26

+2.22K

0.00%

Fort Vancouver Investment Management, LLC

1.92K

Jun 30, 26

0.00%

Millstone Evans Group, LLC

1.68K

Jun 30, 26

0.00%

Sachetta, LLC

1.67K

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

1.59K

Jun 30, 26

0.00%

Bangor Savings Bank

1.58K

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

1.46K

Jun 30, 26

+31

0.00%

Cape Investment Advisory, Inc.

1.08K

Jun 30, 26

+1.08K

0.00%

Physician Wealth Advisors, Inc.

810

Jun 30, 26

0.00%

Triumph Capital Management

799

Jun 30, 26

-26

0.00%

CVA Family Office, LLC

781

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

758

Jun 30, 26

+758

0.00%

MANNING & NAPIER ADVISORS LLC

755

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

709

Jun 30, 26

+709

0.00%

IFG Advisory, LLC

647

Jun 30, 26

+647

0.00%

DT Investment Partners, LLC

600

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

550

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

514

Jun 30, 26

+514

0.00%

Mosley Wealth Management

483

Jun 30, 26

0.00%

Your Advocates Ltd., LLP

406

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

400

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

365

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

359

Jun 30, 26

+41

0.00%

Kilter Group LLC

355

Jun 30, 26

+355

0.00%

Smartleaf Asset Management LLC

308

Jun 30, 26

0.00%

Spire Wealth Management

299

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

290

Jun 30, 26

+252

0.00%

CoreCap Advisors, LLC

289

Jun 30, 26

0.00%

Three Bearings Fiduciary Advisors, Inc.

275

Jun 30, 26

0.00%

GW&K Investment Management, LLC

256

Jun 30, 26

0.00%

IFP Advisors, Inc

225

Jun 30, 26

-1.23K

0.00%

FMR LLC

199

Jun 30, 26

+28

0.00%

Coston, McIsaac & Partners

180

Jun 30, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

159

Jun 30, 26

-641

0.00%

Portfolio Resources Advisor Group, Inc.

140

Jun 30, 26

+140

0.00%

Tanglewood Legacy Advisors, LLC

123

Jun 30, 26

0.00%

Hanson & Doremus Investment Management

116

Jun 30, 26

0.00%

Brooklyn FI, LLC

104

Jun 30, 26

+104

0.00%

Key Capital Management, INC

Jun 30, 26

+91

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

0.00%

Community Bank, N.A.

Jun 30, 26

0.00%

Gleason Group, Inc.

Jun 30, 26

0.00%

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-9.77K

RMG Wealth Management LLC

Jun 30, 26

-3.80K

Arkos Global Advisors

Jun 30, 26

-6.40K

WealthShield Partners, LLC

Jun 30, 26

-594

Clarity Asset Management, Inc.

Jun 30, 26

-1.08K

Independent Advisor Alliance

Jun 30, 26

-11.59K

Capital Investment Advisory Services, LLC

Jun 30, 26

-15

Root Financial Partners, LLC

Jun 30, 26

-132

CITIGROUP INC

Jun 30, 26

-1.00K

Russell Investments Group, Ltd.

Jun 30, 26

-2

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-488

NBT BANK N A /NY

Jun 30, 26

-166

LFA - Lugano Financial Advisors SA

Jun 30, 26

-457.11K

WFA of San Diego, LLC

Jun 30, 26

-5.50K

Investor's Fiduciary Advisor Network, LLC

Jun 30, 26

-15.10K

Charter Oak Capital Management, LLC

138.12K

Mar 31, 26

-6.29K

0.26%

CANANDAIGUA NATIONAL CORP

78.62K

Mar 31, 26

+78.62K

0.15%

CWM, LLC

69.47K

Mar 31, 26

-14.07K

0.13%

JOURNEY STRATEGIC WEALTH LLC

27.44K

Mar 31, 26

+2.29K

0.05%

Cherry Tree Wealth Management, LLC

7.30K

Mar 31, 26

+1.19K

0.01%

Financial Gravity Asset Management, Inc.

4.88K

Mar 31, 26

0.01%

Clarius Group, LLC

59.42K

Dec 31, 25

+1.99K

0.11%

COMERICA BANK

9.61K

Dec 31, 25

-3.01K

0.02%

Running Point Capital Advisors, LLC

3.70K

Dec 31, 25

-375

0.01%

Litman Gregory Wealth Management LLC

3.04K

Dec 31, 25

+3.04K

0.01%

CIBC Private Wealth Group, LLC

1.47K

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-813

Willow Creek Wealth Management Inc.

46.33K

Sep 30, 25

+1.89K

0.09%

AllSquare Wealth Management LLC

3.08K

Sep 30, 25

0.01%

Parkside Advisors LLC

86.19K

Jun 30, 25

-2.48K

0.16%

Better Money Decisions, LLC

69.08K

Jun 30, 25

+1.68K

0.13%

PrairieView Partners, LLC

64.26K

Jun 30, 25

+3.55K

0.12%

Congress Wealth Management LLC / DE /

15.98K

Jun 30, 25

0.03%

AVANTAX ADVISORY SERVICES, INC.

11.48K

Jun 30, 25

-102

0.02%

Atria Wealth Solutions, Inc.

8.68K

Jun 30, 25

-405

0.02%

Parkworth Wealth Management, Inc.

3.98K

Jun 30, 25

+43

0.01%

DOHJ, LLC

Jun 30, 25

-11.33K

US FINANCIAL ADVISORS, LLC

11.55K

Mar 31, 25

+1.22K

0.02%

Orion Portfolio Solutions, LLC

8.37K

Mar 31, 25

-5.77K

0.02%

BOSTON FINANCIAL MANGEMENT LLC

33.48K

Dec 31, 24

+1.89K

0.06%

Buckingham Capital Management, Inc.

13.11K

Dec 31, 24

+110

0.03%

HBC Financial Services, PLLC

2.38K

Dec 31, 24

0.00%

Sugarloaf Wealth Management, LLC

Dec 31, 24

-1.22K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

-1.23K

Raymond James Financial Services Advisors, Inc.

29.51K

Sep 30, 24

-18.72K

0.06%

Diversified, LLC

15.16K

Sep 30, 24

+129

0.03%

RAYMOND JAMES & ASSOCIATES

13.99K

Sep 30, 24

-2.06K

0.03%

Private Ocean, LLC

461.49K

Jun 30, 24

-704

0.88%

PAYDEN & RYGEL INVESTMENT GROUP

88.58K

Jun 30, 24

+5.73K

0.17%

Levy Wealth Management Group, LLC

60.66K

Jun 30, 24

+50

0.12%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

11.36K

Jun 30, 24

+25

0.02%

BlackRock Inc.

4.98K

Jun 30, 24

+48

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

4.21K

Jun 30, 24

+1.15K

0.01%

JANICZEK WEALTH MANAGEMENT, LLC

2.29K

Jun 30, 24

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-72

Cetera Advisor Networks LLC

33.93K

Mar 31, 24

-14.18K

0.06%

Cetera Advisors LLC

11.42K

Mar 31, 24

-362

0.02%

Adroit Compliance, LLC

86.74K

Dec 31, 23

+86.74K

0.17%

Bartlett & Co. LLC

63.88K

Dec 31, 23

+1.76K

0.12%

WADE G W & INC

50.33K

Dec 31, 23

+11.70K

0.10%

Baystate Wealth Management LLC

20.45K

Dec 31, 23

-5.03K

0.04%

Bridgeworth, LLC

12.57K

Dec 31, 23

-338

0.02%

PFS INVESTMENTS INC.

675.20K

Jun 30, 23

-62.59K

1.29%

Financial Architects, Inc

52.90K

Jun 30, 23

-1.61K

0.10%

AFFINIA FINANCIAL GROUP, LLC

47.25K

Jun 30, 23

-1.24K

0.09%

TimeScale Financial, Inc.

4.05K

Jun 30, 23

-22

0.01%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-545

Parsec Financial Management, Inc.

283.35K

Mar 31, 23

-2.16K

0.54%

Baldrige Asset Management LLC

94.45K

Mar 31, 23

+1.11K

0.18%

Cardinal Point Wealth Management Partners, LLC

59.87K

Mar 31, 23

-9.80K

0.11%

HARVEST GROUP WEALTH MANAGEMENT, LLC

12.47K

Mar 31, 23

-10.28K

0.02%

Cribstone Capital Management, LLC

27.85K

Dec 31, 22

-542

0.05%

RESOLUTE FINANCIAL, LLC

24.09K

Dec 31, 22

-1.56K

0.05%

TRUSTCORE FINANCIAL SERVICES, LLC

1.90K

Dec 31, 22

0.00%

Burleson & Company, LLC

Dec 31, 22

+30

0.00%

EATON VANCE MANAGEMENT

115.03K

Sep 30, 22

-2.29K

0.22%

CPWM, LLC

40.38K

Sep 30, 22

+26.13K

0.08%

Covington Capital Management

925

Sep 30, 22

0.00%

American Portfolios Advisors

522

Sep 30, 22

+522

0.00%

DIXON HUBARD FEINOUR & BROWN INC/VA

18.44K

Jun 30, 22

+269

0.04%

KerberRose Wealth Management, LLC

9.10K

Jun 30, 22

+9.10K

0.02%

Carroll Financial Associates, Inc.

2.30K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-17.80K

C-J Advisory, Inc.

65.98K

Sep 30, 21

+1.86K

0.13%

Alexandria Capital, LLC

34.63K

Sep 30, 21

+50

0.07%

OLD DOMINION CAPITAL MANAGEMENT INC

15.30K

Sep 30, 21

0.03%

Ameritas Investment Company, LLC

8.46K

Sep 30, 21

+8.46K

0.02%

Wealthsimple US, Ltd.

209.84K

Mar 31, 21

+493

0.40%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

14.92K

Dec 31, 20

+14.92K

0.03%

ROWLAND CARMICHAEL ADVISORS INC /ADV

918

Dec 31, 20

-261

0.00%

Watson Rebecca

18.51K

Sep 30, 20

+1.28K

0.04%

First Allied Advisory Services, Inc.

7.70K

Sep 30, 20

+7.70K

0.01%

SHINE INVESTMENT ADVISORY SERVICES INC

235

Sep 30, 20

0.00%

LifePlan Financial Group, Inc

Sep 30, 20

-492

Advisor Group, Inc.

17.23K

Dec 31, 19

+2.56K

0.03%

LADENBURG THALMANN FINANCIAL SERVICES INC.

6.45K

Dec 31, 19

-1.51K

0.01%

LaSalle Street Capital Management, LLC

8.15K

Sep 30, 19

0.02%

Vestpro Financial Partners, Inc. dba CPF Texas

443

Sep 30, 18

+443

0.00%