BBEU(BBEU)
BBEU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 88.13M | Jun 30, 26 | -4.85M | 74.59% |
| Elm Partners Management LLC | 656.57K | Jun 30, 26 | +24.30K | 0.56% |
| MORGAN STANLEY | 445.81K | Jun 30, 26 | +71.48K | 0.38% |
| Legacy CG, LLC | 402.64K | Jun 30, 26 | -28.56K | 0.34% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 379.65K | Jun 30, 26 | -3.22K | 0.32% |
| Permanens Capital L.P. | 376.10K | Jun 30, 26 | +169.52K | 0.32% |
| BANK OF AMERICA CORP /DE/ | 359.84K | Jun 30, 26 | +5.73K | 0.30% |
| UBS Group AG | 315.73K | Jun 30, 26 | -13.66K | 0.27% |
| LPL Financial LLC | 232.48K | Jun 30, 26 | -14.86K | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 202.97K | Jun 30, 26 | +202.97K | 0.17% |
| CITADEL ADVISORS LLC | 132.95K | Jun 30, 26 | +132.95K | 0.11% |
| Robertson Stephens Wealth Management, LLC | 128.39K | Jun 30, 26 | -2.77K | 0.11% |
| NORTHERN TRUST CORP | 123.73K | Jun 30, 26 | +48.19K | 0.10% |
| 1 NORTH WEALTH SERVICES LLC | 119.43K | Jun 30, 26 | +1.70K | 0.10% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 115.94K | Jun 30, 26 | +19.02K | 0.10% |
| Curbstone Financial Management Corp | 64.39K | Jun 30, 26 | +410 | 0.05% |
| MML INVESTORS SERVICES, LLC | 60.15K | Jun 30, 26 | +15.95K | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58.64K | Jun 30, 26 | +6.21K | 0.05% |
| Secure Asset Management, LLC | 58.46K | Jun 30, 26 | +4.83K | 0.05% |
| Dorsey & Whitney Trust CO LLC | 54.69K | Jun 30, 26 | -2.85K | 0.05% |
| Beacon Pointe Advisors, LLC | 51.30K | Jun 30, 26 | +9 | 0.04% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 46.34K | Jun 30, 26 | +1.77K | 0.04% |
| Quantinno Capital Management LP | 40.42K | Jun 30, 26 | -1.22K | 0.03% |
| Rockefeller Capital Management L.P. | 32.79K | Jun 30, 26 | +1.20K | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 32.07K | Jun 30, 26 | +1.08K | 0.03% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 31.68K | Jun 30, 26 | -338 | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 31.21K | Jun 30, 26 | +13.52K | 0.03% |
| FMR LLC | 29.21K | Jun 30, 26 | +8.22K | 0.02% |
| Colony Group, LLC | 27.47K | Jun 30, 26 | -95 | 0.02% |
| Vestmark Advisory Solutions, Inc. | 25.82K | Jun 30, 26 | -- | 0.02% |
| ATLAS CAPITAL ADVISORS LLC | 25.48K | Jun 30, 26 | -4.91K | 0.02% |
| CI Private Wealth, LLC | 25.42K | Jun 30, 26 | -17.94K | 0.02% |
| Cetera Investment Advisers | 23.71K | Jun 30, 26 | -15.83K | 0.02% |
| Cresset Asset Management, LLC | 23.03K | Jun 30, 26 | -856 | 0.02% |
| BLAIR WILLIAM & CO/IL | 22.02K | Jun 30, 26 | +43 | 0.02% |
| Perigon Wealth Management, LLC | 21.88K | Jun 30, 26 | -501 | 0.02% |
| PGIM Custom Harvest LLC | 21.43K | Jun 30, 26 | -1.04K | 0.02% |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 21.25K | Jun 30, 26 | -2.54K | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 20.59K | Jun 30, 26 | -13.22K | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 20.35K | Jun 30, 26 | -56.13K | 0.02% |
| KELLY FINANCIAL GROUP LLC | 19.91K | Jun 30, 26 | -1.34K | 0.02% |
| MN Wealth Advisors, LLC | 19.10K | Jun 30, 26 | -7 | 0.02% |
| US BANCORP \DE\ | 18.68K | Jun 30, 26 | +16 | 0.02% |
| Breakwater Investment Management | 17.60K | Jun 30, 26 | -118 | 0.01% |
| FIFTH THIRD BANCORP | 17.22K | Jun 30, 26 | +406 | 0.01% |
| Pathstone Holdings, LLC | 17.15K | Jun 30, 26 | -17 | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 16.45K | Jun 30, 26 | +2.94K | 0.01% |
| NewEdge Advisors, LLC | 13.72K | Jun 30, 26 | -2.15K | 0.01% |
| Wealthcare Advisory Partners LLC | 13.04K | Jun 30, 26 | +365 | 0.01% |
| CERTUITY, LLC | 12.66K | Jun 30, 26 | -250 | 0.01% |
| Creative Planning | 12.56K | Jun 30, 26 | -423 | 0.01% |
| CHOREO, LLC | 12.26K | Jun 30, 26 | -1.01K | 0.01% |
| Prime Capital Investment Advisors, LLC | 11.54K | Jun 30, 26 | -- | 0.01% |
| Vise Technologies, Inc. | 11.42K | Jun 30, 26 | +11.42K | 0.01% |
| HighTower Advisors, LLC | 10.93K | Jun 30, 26 | +5.29K | 0.01% |
| Steward Partners Investment Advisory, LLC | 10.78K | Jun 30, 26 | -18 | 0.01% |
| Yoffe Investment Management, LLC | 10.64K | Jun 30, 26 | -- | 0.01% |
| BROWN ADVISORY INC | 10.50K | Jun 30, 26 | +4.82K | 0.01% |
| WELLS FARGO & COMPANY/MN | 10.38K | Jun 30, 26 | -495 | 0.01% |
| BlackRock, Inc. | 10.21K | Jun 30, 26 | -990 | 0.01% |
| Private Advisor Group, LLC | 10.16K | Jun 30, 26 | +7.33K | 0.01% |
| Cerity Partners LLC | 10.06K | Jun 30, 26 | -396 | 0.01% |
| Clark Capital Management Group, Inc. | 9.05K | Jun 30, 26 | -179 | 0.01% |
| Mechanics Bank Trust Department | 8.55K | Jun 30, 26 | +1.58K | 0.01% |
| Caprock Group, LLC | 8.50K | Jun 30, 26 | +152 | 0.01% |
| LAKE STREET FINANCIAL LLC | 7.98K | Jun 30, 26 | -- | 0.01% |
| Crewe Advisors LLC | 7.25K | Jun 30, 26 | -- | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 7.18K | Jun 30, 26 | +672 | 0.01% |
| London & Capital Asset Management Ltd | 7.12K | Jun 30, 26 | +4.36K | 0.01% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7.02K | Jun 30, 26 | -- | 0.01% |
| Kestra Advisory Services, LLC | 6.98K | Jun 30, 26 | +52 | 0.01% |
| ROYAL BANK OF CANADA | 6.92K | Jun 30, 26 | -20.00K | 0.01% |
| Inscription Capital, LLC | 6.82K | Jun 30, 26 | -- | 0.01% |
| STEPHENS INC /AR/ | 6.51K | Jun 30, 26 | -787 | 0.01% |
| AMERIPRISE FINANCIAL INC | 6.43K | Jun 30, 26 | +78 | 0.01% |
| Icon Wealth Advisors, LLC | 6.31K | Jun 30, 26 | +2 | 0.01% |
| BANK OF NOVA SCOTIA | 6.24K | Jun 30, 26 | +250 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.96K | Jun 30, 26 | +1.10K | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.93K | Jun 30, 26 | -12 | 0.01% |
| Brinker Capital Investments, LLC | 5.75K | Jun 30, 26 | +350 | 0.00% |
| SUMMITRY LLC | 5.70K | Jun 30, 26 | +5.70K | 0.00% |
| Arkadios Wealth Advisors | 4.89K | Jun 30, 26 | +310 | 0.00% |
| Vanguard National Trust Co | 4.57K | Jun 30, 26 | -64 | 0.00% |
| Evernest Financial Advisors, LLC | 4.48K | Jun 30, 26 | +247 | 0.00% |
| Mariner, LLC | 4.40K | Jun 30, 26 | -8.02K | 0.00% |
| NATURAL INVESTMENTS, LLC | 4.37K | Jun 30, 26 | +4.37K | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 4.36K | Jun 30, 26 | -- | 0.00% |
| PARK AVENUE SECURITIES LLC | 4.32K | Jun 30, 26 | +426 | 0.00% |
| Morton Capital Management LLC/CA | 4.29K | Jun 30, 26 | +125 | 0.00% |
| FSM Wealth Advisors, LLC | 4.27K | Jun 30, 26 | -- | 0.00% |
| Diversified Trust Co | 4.25K | Jun 30, 26 | -- | 0.00% |
| Ballentine Partners, LLC | 4.13K | Jun 30, 26 | +530 | 0.00% |
| EP Wealth Advisors, LLC | 4.06K | Jun 30, 26 | +416 | 0.00% |
| DIMENSION CAPITAL MANAGEMENT LLC | 4.04K | Jun 30, 26 | -- | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 3.90K | Jun 30, 26 | +1.14K | 0.00% |
| Cartesian Growth Corp | 3.81K | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.77K | Jun 30, 26 | -35 | 0.00% |
| Janney Montgomery Scott LLC | 3.64K | Jun 30, 26 | +3.64K | 0.00% |
| Ironwood Investment Counsel, LLC | 3.52K | Jun 30, 26 | -- | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.46K | Jun 30, 26 | +390 | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 3.31K | Jun 30, 26 | -- | 0.00% |
| Summit Financial Wealth Advisors, LLC | 3.29K | Jun 30, 26 | +3.29K | 0.00% |
| Gotham Asset Management, LLC | 3.26K | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 3.09K | Jun 30, 26 | -186 | 0.00% |
| Indie Asset Partners, LLC | 3.00K | Jun 30, 26 | -649 | 0.00% |
| IEQ CAPITAL, LLC | 2.99K | Jun 30, 26 | +46 | 0.00% |
| TRUIST FINANCIAL CORP | 2.97K | Jun 30, 26 | -3 | 0.00% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2.93K | Jun 30, 26 | +2.93K | 0.00% |
| Krilogy Financial LLC | 2.93K | Jun 30, 26 | -- | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 2.90K | Jun 30, 26 | +44 | 0.00% |
| Wealthspire Advisors, LLC | 2.84K | Jun 30, 26 | -971 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.82K | Jun 30, 26 | -- | 0.00% |
| Canvas Wealth Advisors, LLC | 2.73K | Jun 30, 26 | +2.73K | 0.00% |
| Gateway Wealth Partners, LLC | 2.66K | Jun 30, 26 | -2.57K | 0.00% |
| Eaton Financial Holdings Company, LLC | 2.65K | Jun 30, 26 | +2.65K | 0.00% |
| EASTERN BANK | 2.35K | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 2.29K | Jun 30, 26 | +2.03K | 0.00% |
| Golden State Wealth Management, LLC | 1.81K | Jun 30, 26 | +1.81K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 1.72K | Jun 30, 26 | -- | 0.00% |
| Waverly Advisors, LLC | 1.68K | Jun 30, 26 | -1.83K | 0.00% |
| AdvisorNet Financial, Inc | 1.59K | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO | 1.57K | Jun 30, 26 | +1.14K | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.53K | Jun 30, 26 | -62 | 0.00% |
| PRIVATE TRUST CO NA | 1.16K | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 1.14K | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 1.03K | Jun 30, 26 | +380 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.01K | Jun 30, 26 | -6 | 0.00% |
| Spire Wealth Management | 916 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 882 | Jun 30, 26 | +7 | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 833 | Jun 30, 26 | +833 | 0.00% |
| Quent Capital, LLC | 784 | Jun 30, 26 | +784 | 0.00% |
| Arlington Trust Co LLC | 720 | Jun 30, 26 | +492 | 0.00% |
| VANGUARD ADVISERS INC | 675 | Jun 30, 26 | +53 | 0.00% |
| Russell Investments Group, Ltd. | 630 | Jun 30, 26 | +630 | 0.00% |
| Qube Research & Technologies Ltd | 621 | Jun 30, 26 | +621 | 0.00% |
| FRANKLIN RESOURCES INC | 617 | Jun 30, 26 | +405 | 0.00% |
| AE Wealth Management LLC | 550 | Jun 30, 26 | +404 | 0.00% |
| BOKF, NA | 534 | Jun 30, 26 | +534 | 0.00% |
| ESL Trust Services, LLC | 527 | Jun 30, 26 | +527 | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 492 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 476 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 413 | Jun 30, 26 | +227 | 0.00% |
| GAMMA Investing LLC | 358 | Jun 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 358 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 338 | Jun 30, 26 | -199 | 0.00% |
| HUNTINGTON NATIONAL BANK | 331 | Jun 30, 26 | +331 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 323 | Jun 30, 26 | +63 | 0.00% |
| Atlantic Union Bankshares Corp | 301 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 278 | Jun 30, 26 | +278 | 0.00% |
| Global Retirement Partners, LLC | 269 | Jun 30, 26 | +269 | 0.00% |
| SRS Capital Advisors, Inc. | 251 | Jun 30, 26 | +100 | 0.00% |
| Ancora Advisors, LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Management Group, LLC | 247 | Jun 30, 26 | +247 | 0.00% |
| SIGNATUREFD, LLC | 212 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 200 | Jun 30, 26 | -60 | 0.00% |
| Clearstead Advisors, LLC | 161 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 154 | Jun 30, 26 | +77 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 151 | Jun 30, 26 | -394 | 0.00% |
| Kingdom Financial Group LLC. | 144 | Jun 30, 26 | +3 | 0.00% |
| NBC SECURITIES, INC. | 140 | Jun 30, 26 | -20 | 0.00% |
| Newbridge Financial Services Group, Inc. | 117 | Jun 30, 26 | -30 | 0.00% |
| IFP Advisors, Inc | 113 | Jun 30, 26 | -21 | 0.00% |
| TD Waterhouse Canada Inc. | 105 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 103 | Jun 30, 26 | -51 | 0.00% |
| Smartleaf Asset Management LLC | 98 | Jun 30, 26 | -- | 0.00% |
| Delos Wealth Advisors, LLC | 88 | Jun 30, 26 | -543 | 0.00% |
| SouthState Corp | 80 | Jun 30, 26 | -- | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 61 | Jun 30, 26 | -- | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 49 | Jun 30, 26 | +49 | 0.00% |
| Fortis Group Advisors, LLC | 44 | Jun 30, 26 | -- | 0.00% |
| Horizon Investments, LLC | 44 | Jun 30, 26 | -338.13K | 0.00% |
| Strengthening Families & Communities, LLC | 33 | Jun 30, 26 | +33 | 0.00% |
| Continuum Advisory, LLC | 29 | Jun 30, 26 | +29 | 0.00% |
| Oakworth Capital, Inc. | 27 | Jun 30, 26 | +27 | 0.00% |
| Glen Eagle Advisors, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| Eukles Asset Management | 13 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Operose Advisors LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| EverSource Wealth Advisors, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | -- | Jun 30, 26 | -13 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -99 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -174 | -- |
| SEVEN MILE ADVISORY | -- | Jun 30, 26 | -3.22K | -- |
| Hardin Capital Partners, LLC | -- | Jun 30, 26 | -3.67K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -159.05K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -452 | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -4.47K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -150 | -- |
| Riverview Trust Co | -- | Jun 30, 26 | -44 | -- |
| Cornerstone Planning Group LLC | -- | Jun 30, 26 | -100 | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -29 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -5.38K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -66 | -- |
| Mowery & Schoenfeld Wealth Management, LLC | -- | Jun 30, 26 | -65 | -- |
| Greykasell Wealth Strategies, Inc. | -- | Jun 30, 26 | -61 | -- |
| WEDBUSH SECURITIES INC | -- | Jun 30, 26 | -2.95K | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -26 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -830.02K | -- |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -3.03K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -1.21K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -141 | -- |
| Tranquilli Financial Advisor LLC | -- | Jun 30, 26 | -4.72K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -8.69K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -9.74K | -- |
| ALBION FINANCIAL GROUP /UT | -- | Jun 30, 26 | -64 | -- |
| FOUNDERS FINANCIAL SECURITIES LLC | -- | Jun 30, 26 | -25.76K | -- |
| Harel Insurance Investments & Financial Services Ltd. | -- | Jun 30, 26 | -4.50K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -150 | -- |
| SENTINEL TRUST CO LBA | -- | Jun 30, 26 | -9.02K | -- |
| OLD NATIONAL BANCORP /IN/ | -- | Jun 30, 26 | -32.51K | -- |
| Global Wealth Strategies & Associates | -- | Jun 30, 26 | -2 | -- |
| CWM, LLC | 163 | Mar 31, 26 | +74 | 0.00% |
| McIlrath & Eck, LLC | 31 | Mar 31, 26 | -- | 0.00% |
| PROVIDA PENSION FUND ADMINISTRATOR | 159.63K | Dec 31, 25 | -980.09K | 0.14% |
| COMERICA BANK | 15.39K | Dec 31, 25 | -4.96K | 0.01% |
| VANGUARD GROUP INC | 5.01K | Dec 31, 25 | +363 | 0.00% |
| CIBC Private Wealth Group, LLC | 1.21K | Dec 31, 25 | +610 | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -1.46K | -- |
| First Horizon Advisors, Inc. | 71 | Jun 30, 25 | +1 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -9.19K | -- |
| Orion Portfolio Solutions, LLC | 4.95K | Mar 31, 25 | +80 | 0.00% |
| LAKE STREET ADVISORS GROUP, LLC | 40.21K | Dec 31, 24 | -9.32K | 0.03% |
| PRIVATE CAPITAL MANAGEMENT LLC | 80 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES TRUST N.A. | 6.58K | Sep 30, 24 | +1.05K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 3.35K | Sep 30, 24 | +3.35K | 0.00% |
| Family Asset Management, LLC | 451 | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 33 | Sep 30, 24 | -- | 0.00% |
| ARVEST TRUST CO N A | 323.70K | Jun 30, 24 | -7.02K | 0.27% |
| Windham Capital Management, LLC | 19.02K | Jun 30, 24 | -- | 0.02% |
| Relative Value Partners Group, LLC | 11.37K | Jun 30, 24 | +11.37K | 0.01% |
| Private Ocean, LLC | 14 | Jun 30, 24 | -121 | 0.00% |
| Cetera Advisors LLC | 3.70K | Mar 31, 24 | -5.80K | 0.00% |
| Cetera Advisor Networks LLC | 3.50K | Mar 31, 24 | -30.64K | 0.00% |
| TIEDEMANN ADVISORS, LLC | 9.58K | Sep 30, 23 | +5.81K | 0.01% |
| Icon Wealth Partners, LLC | 6.53K | Sep 30, 23 | -3.98K | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 23 | -9.43K | -- |
| Integrity Advisory, LLC | 26.35K | Dec 31, 22 | +8.27K | 0.02% |
| 55I, LLC | 32.72K | Sep 30, 22 | +2.62K | 0.03% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14.54K | Sep 30, 22 | -460 | 0.01% |
| Portfolio Solutions, LLC | 11.25K | Sep 30, 22 | -- | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2.08K | Sep 30, 22 | +2.08K | 0.00% |
| American Portfolios Advisors | 129 | Sep 30, 22 | -66 | 0.00% |
| Barrett Asset Management, LLC | 7.35K | Mar 31, 22 | +2.39K | 0.01% |
| IndexIQ Advisors LLC | 2.70K | Mar 31, 22 | +2.70K | 0.00% |
| Lenox Wealth Advisors, LLC | 111 | Mar 31, 22 | +111 | 0.00% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 3.82K | Dec 31, 21 | +3.82K | 0.00% |
| Homrich & Berg | 23.35K | Sep 30, 21 | +18.15K | 0.02% |