Vanguard 0-3 Month Treasury Bill ETF(VBIL)

$75.70—Stale · unknown old

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Vanguard 0-3 Month Treasury Bill ETF(VBIL)

NASDAQ • Last print unknown ago

$75.70—Stale · unknown old

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VBIL(VBIL)

VBIL

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Institutional Ownership

Top 448 Institutional Holders

Holder	Shares	Date	Change	% Held
WIT, LLC	5.48M	Jun 30, 26	+2.84M	4.41%
Elm Partners Management LLC	3.82M	Jun 30, 26	+1.98M	3.07%
Oxbow Advisors, LLC	2.47M	Jun 30, 26	+187.76K	1.99%
MORGAN STANLEY	2.30M	Jun 30, 26	+1.36M	1.85%
BANK OF AMERICA CORP /DE/	2.04M	Jun 30, 26	+625.55K	1.64%
Evanson Financial, LLC	2.02M	Jun 30, 26	+2.02M	1.62%
Nicholas Hoffman & Company, LLC.	1.42M	Jun 30, 26	-947.64K	1.14%
SCS Capital Management LLC	1.38M	Jun 30, 26	-108.08K	1.11%
Randolph Co Inc	995.03K	Jun 30, 26	+995.03K	0.80%
ARMSTRONG ADVISORY GROUP, INC	967.02K	Jun 30, 26	-258.40K	0.78%
FSA Investment Group, LLC	888.08K	Jun 30, 26	+80.42K	0.71%
UBS Group AG	830.20K	Jun 30, 26	-194.68K	0.67%
ROYAL BANK OF CANADA	791.71K	Jun 30, 26	-150.45K	0.64%
AWM CAPITAL, LLC	698.41K	Jun 30, 26	+304.18K	0.56%
Bridgewealth Advisory Group, LLC	686.35K	Jun 30, 26	-106.88K	0.55%
BetterWealth, LLC	682.81K	Jun 30, 26	+27.71K	0.55%
GREENHAVEN ASSOCIATES INC	662.00K	Jun 30, 26	-534.42K	0.53%
Family Management Corp	639.03K	Jun 30, 26	+639.03K	0.51%
PNC FINANCIAL SERVICES GROUP, INC.	629.03K	Jun 30, 26	+628.77K	0.51%
Bragg Financial Advisors, Inc	606.18K	Jun 30, 26	+380	0.49%
BANK OF MONTREAL /CAN/	600.00K	Jun 30, 26	+600.00K	0.48%
LPL Financial LLC	570.54K	Jun 30, 26	+93.08K	0.46%
Altiora Financial Group, LLC	477.77K	Jun 30, 26	+101.49K	0.38%
Mirae Asset Global Investments Co., Ltd.	477.00K	Jun 30, 26	+477.00K	0.38%
Cypress Capital, LLC	454.57K	Jun 30, 26	-9.70K	0.37%
Pathway Financial Advisors LLC	412.15K	Jun 30, 26	+28.63K	0.33%
Apella Capital, LLC	411.97K	Jun 30, 26	-42.63K	0.33%
Fortitude Family Office, LLC	393.28K	Jun 30, 26	+56.85K	0.32%
ANDERSON HOAGLAND & CO	375.92K	Jun 30, 26	+263.64K	0.30%
AE Wealth Management LLC	359.48K	Jun 30, 26	+359.48K	0.29%
Twin Lakes Capital Management, LLC	345.54K	Jun 30, 26	+342.88K	0.28%
Blume Capital Management, Inc.	337.85K	Jun 30, 26	+142.80K	0.27%
RAYMOND JAMES FINANCIAL INC	337.17K	Jun 30, 26	+80.28K	0.27%
Kohmann Bosshard Financial Services, LLC	333.31K	Jun 30, 26	+287.57K	0.27%
Cardinal Point Capital Management, ULC	320.74K	Jun 30, 26	+47.64K	0.26%
ENVESTNET ASSET MANAGEMENT INC	316.79K	Jun 30, 26	+43.20K	0.25%
Red Wave Investments LLC	312.94K	Jun 30, 26	+31.15K	0.25%
TRUIST FINANCIAL CORP	307.60K	Jun 30, 26	-221.50K	0.25%
CreativeOne Wealth, LLC	304.98K	Jun 30, 26	+50.92K	0.25%
THOMPSON SIEGEL & WALMSLEY LLC	296.97K	Jun 30, 26	+31.65K	0.24%
JIM SAULNIER & ASSOCIATES, LLC	295.87K	Jun 30, 26	+111.08K	0.24%
Fort Point Capital Partners LLC	294.44K	Jun 30, 26	+211.95K	0.24%
Whitaker-Myers Wealth Managers, LTD.	291.02K	Jun 30, 26	+57.40K	0.23%
Goodman Financial Corp	278.34K	Jun 30, 26	+267.62K	0.22%
First Pacific Advisors, LP	260.28K	Jun 30, 26	+170.12K	0.21%
Garde Capital, Inc.	252.24K	Jun 30, 26	-50.55K	0.20%
CI Private Wealth, LLC	235.24K	Jun 30, 26	+161.16K	0.19%
Gross & Hartman Investments LLC	232.72K	Jun 30, 26	+75.22K	0.19%
SYKON CAPITAL LLC	228.66K	Jun 30, 26	-101.75K	0.18%
Delta Investment Management, LLC	220.01K	Jun 30, 26	+54.72K	0.18%
Advisors Capital Management, LLC	218.77K	Jun 30, 26	+218.77K	0.18%
Rialto Wealth Management, LLC	216.78K	Jun 30, 26	+24.84K	0.17%
HSBC HOLDINGS PLC	215.30K	Jun 30, 26	-21.70K	0.17%
Miller Investment Management, LP	212.63K	Jun 30, 26	+16.73K	0.17%
Tortoise Investment Management, LLC	205.88K	Jun 30, 26	+180	0.17%
Quantinno Capital Management LP	203.64K	Jun 30, 26	+25.31K	0.16%
Rossmore Private Capital	202.54K	Jun 30, 26	-52.42K	0.16%
JBR Co Financial Management Inc	196.85K	Jun 30, 26	+126.69K	0.16%
EverSource Wealth Advisors, LLC	194.53K	Jun 30, 26	-59.04K	0.16%
Clear Creek Financial Management, LLC	192.88K	Jun 30, 26	-50.13K	0.16%
Maloon Powers Pitre Higgins & Dennehy, LLC	189.19K	Jun 30, 26	+189.19K	0.15%
eCIO, Inc.	171.06K	Jun 30, 26	+36.63K	0.14%
TCG Advisory Services, LLC	170.79K	Jun 30, 26	+170.79K	0.14%
Roehl & Yi Investment Advisors, LLC	167.51K	Jun 30, 26	-19.56K	0.13%
CHATHAM CAPITAL GROUP, INC.	164.21K	Jun 30, 26	+62.10K	0.13%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	162.81K	Jun 30, 26	+32.81K	0.13%
Roundview Capital LLC	157.45K	Jun 30, 26	+3.16K	0.13%
Englebert Financial Advisers, LLC	149.47K	Jun 30, 26	+16.86K	0.12%
RFP Financial Group LLC	146.16K	Jun 30, 26	-6.51K	0.12%
Balentine LLC	138.94K	Jun 30, 26	+138.94K	0.11%
Greenline Partners, LLC	138.82K	Jun 30, 26	+5.11K	0.11%
ABSOLUTE CAPITAL MANAGEMENT, LLC	137.70K	Jun 30, 26	+137.70K	0.11%
GenTrust, LLC	136.66K	Jun 30, 26	+24.64K	0.11%
BENJAMIN EDWARDS INC	134.34K	Jun 30, 26	-31.54K	0.11%
SAGE RHINO CAPITAL LLC	134.32K	Jun 30, 26	+42.79K	0.11%
ADVISOR GROUP HOLDINGS, INC.	134.03K	Jun 30, 26	+15.39K	0.11%
Cetera Investment Advisers	131.23K	Jun 30, 26	+72.88K	0.11%
Tradition Wealth Management, LLC	123.66K	Jun 30, 26	+22.08K	0.10%
Lakewood Asset Management LLC	122.02K	Jun 30, 26	+5.51K	0.10%
Savant Capital, LLC	121.66K	Jun 30, 26	+57.40K	0.10%
Summit Global Investments	117.97K	Jun 30, 26	+12.11K	0.09%
HARBOUR INVESTMENT MANAGEMENT LLC	114.85K	Jun 30, 26	-833	0.09%
LRI Investments, LLC	114.00K	Jun 30, 26	-105.15K	0.09%
Cassilly Financial Group LLC	113.82K	Jun 30, 26	+85.40K	0.09%
AQR CAPITAL MANAGEMENT LLC	112.94K	Jun 30, 26	-74.02K	0.09%
FLPUTNAM INVESTMENT MANAGEMENT CO	111.33K	Jun 30, 26	+44.02K	0.09%
Stonebridge Financial Group, LLC	110.08K	Jun 30, 26	+3.16K	0.09%
HighTower Advisors, LLC	104.63K	Jun 30, 26	-6.79K	0.08%
Safe Harbor Family Capital, LLC	102.07K	Jun 30, 26	+47.62K	0.08%
Cambria Investment Management, L.P.	102.05K	Jun 30, 26	-9.90K	0.08%
ABOUND FINANCIAL, LLC	101.35K	Jun 30, 26	-87	0.08%
SJS Investment Consulting Inc.	100.76K	Jun 30, 26	-14.61K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	92.69K	Jun 30, 26	+56.24K	0.07%
Ethos Financial Group, LLC	92.56K	Jun 30, 26	+35.94K	0.07%
Creative Planning	87.83K	Jun 30, 26	+7.92K	0.07%
Kingsview Wealth Management, LLC	86.77K	Jun 30, 26	-3.87K	0.07%
Foundry Financial LLC	83.38K	Jun 30, 26	+2.25K	0.07%
Greenspring Advisors, LLC	82.95K	Jun 30, 26	-1.92K	0.07%
SMITH, MOORE & CO.	82.84K	Jun 30, 26	+25.62K	0.07%
PFW Advisors LLC	81.69K	Jun 30, 26	-9.77K	0.07%
Arbor Investment Advisors, LLC	80.44K	Jun 30, 26	+80.44K	0.06%
Ledgewood Wealth Advisors, LLC	78.81K	Jun 30, 26	+27.74K	0.06%
XP Advisory US, Inc.	77.25K	Jun 30, 26	+77.25K	0.06%
MRWM Advisors, LLC	76.45K	Jun 30, 26	-6.06K	0.06%
Brookstone Capital Management	72.93K	Jun 30, 26	-7.73K	0.06%
HANOVER ADVISORS INC	72.30K	Jun 30, 26	-3.21K	0.06%
Cerity Partners LLC	70.86K	Jun 30, 26	-2.50K	0.06%
Perigon Wealth Management, LLC	69.80K	Jun 30, 26	-13.90K	0.06%
Manuka Financial, LLC	68.05K	Jun 30, 26	+68.05K	0.05%
TPG Advisors LLC	66.24K	Jun 30, 26	+7.03K	0.05%
Robinswood Financial LLC	66.16K	Jun 30, 26	-3.27K	0.05%
Apollon Wealth Management, LLC	65.42K	Jun 30, 26	+62.46K	0.05%
Unison Advisors LLC	65.04K	Jun 30, 26	+5.58K	0.05%
Burton Enright Welch	63.13K	Jun 30, 26	+21.92K	0.05%
Alchemi Wealth, LLC	62.84K	Jun 30, 26	+11.95K	0.05%
RPS ADVISORY SOLUTIONS LLC	61.80K	Jun 30, 26	+23.47K	0.05%
SCRATCH CAPITAL LLC	61.72K	Jun 30, 26	+18.16K	0.05%
Cambridge Investment Research Advisors, Inc.	60.90K	Jun 30, 26	+11.78K	0.05%
CWA Asset Management Group, LLC	60.59K	Jun 30, 26	-23.91K	0.05%
O'ROURKE & COMPANY, Inc	59.36K	Jun 30, 26	+59.36K	0.05%
Capital Investment Services of America, Inc.	58.77K	Jun 30, 26	+29.19K	0.05%
Beckerman Institutional, LLC	57.63K	Jun 30, 26	+10.07K	0.05%
Sowell Financial Services LLC	56.89K	Jun 30, 26	+469	0.05%
Fortis Advisors, LLC	56.09K	Jun 30, 26	-12.72K	0.05%
Guardian Wealth Management, Inc.	54.51K	Jun 30, 26	-22.25K	0.04%
SALEM INVESTMENT COUNSELORS INC	54.42K	Jun 30, 26	-92	0.04%
Pines Wealth Management, LLC	54.16K	Jun 30, 26	-430	0.04%
FLC Capital Advisors	53.42K	Jun 30, 26	+2.73K	0.04%
Zhang Financial LLC	53.13K	Jun 30, 26	+22.01K	0.04%
Journey Advisory Group, LLC	52.97K	Jun 30, 26	+52.97K	0.04%
NewEdge Wealth, LLC	52.82K	Jun 30, 26	-19.52K	0.04%
Modern Wealth Management, LLC	51.07K	Jun 30, 26	+44.19K	0.04%
DAYMARK WEALTH PARTNERS, LLC	50.91K	Jun 30, 26	+50.91K	0.04%
Gotham Asset Management, LLC	49.66K	Jun 30, 26	+49.66K	0.04%
WEDBUSH SECURITIES INC	48.41K	Jun 30, 26	+20.67K	0.04%
Vertrix Wealth Management, LLC	47.13K	Jun 30, 26	+13.59K	0.04%
Spectrum Planning & Advisory Services Inc.	46.02K	Jun 30, 26	+2.88K	0.04%
TFO-TDC, LLC	45.80K	Jun 30, 26	-4.09K	0.04%
Level Wealth Management LLC	45.29K	Jun 30, 26	-8.89K	0.04%
CRA Financial Services, LLC	45.16K	Jun 30, 26	+3.03K	0.04%
IMA Wealth, Inc.	44.81K	Jun 30, 26	+14.99K	0.04%
Adams Wealth Management	41.63K	Jun 30, 26	+38.85K	0.03%
CacheTech Inc.	41.63K	Jun 30, 26	+38.85K	0.03%
Cresset Asset Management, LLC	41.47K	Jun 30, 26	-48.78K	0.03%
Inscription Capital, LLC	40.55K	Jun 30, 26	+15.80K	0.03%
Steward Partners Investment Advisory, LLC	40.40K	Jun 30, 26	-144	0.03%
Heck Capital Advisors, LLC	39.70K	Jun 30, 26	--	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	39.08K	Jun 30, 26	+23.32K	0.03%
Planning Center, Inc.	38.44K	Jun 30, 26	+32.05K	0.03%
ROBERTS GLORE & CO INC /IL/	38.15K	Jun 30, 26	+2.69K	0.03%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	37.67K	Jun 30, 26	+37.67K	0.03%
Sage Capital Advisors,llc	37.33K	Jun 30, 26	+37.33K	0.03%
NavPoint Financial, Inc.	37.32K	Jun 30, 26	+11.42K	0.03%
Planned Solutions, Inc.	36.67K	Jun 30, 26	-28.22K	0.03%
TAGStone Capital, Inc.	36.62K	Jun 30, 26	-122	0.03%
Savvy Advisors, Inc.	35.98K	Jun 30, 26	-9.18K	0.03%
Arrowroot Family Office, LLC	34.82K	Jun 30, 26	-539	0.03%
Luminvest Wealth Management LLC	34.27K	Jun 30, 26	-215	0.03%
BRIGHTON JONES LLC	33.78K	Jun 30, 26	-21.69K	0.03%
Midwest Trust Co	33.64K	Jun 30, 26	+33.64K	0.03%
Resources Investment Advisors, LLC.	33.27K	Jun 30, 26	+11.00K	0.03%
Pine Valley Investments Ltd Liability Co	33.06K	Jun 30, 26	-9.76K	0.03%
PFG Advisors	32.82K	Jun 30, 26	+17.81K	0.03%
Maltin Wealth Management, Inc.	32.80K	Jun 30, 26	+13.02K	0.03%
Meredith Wealth Planning	32.00K	Jun 30, 26	+23.57K	0.03%
Stratos Wealth Partners, LTD.	31.78K	Jun 30, 26	+24.46K	0.03%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	31.08K	Jun 30, 26	-21.10K	0.02%
IFP Advisors, Inc	30.45K	Jun 30, 26	-50	0.02%
STERLING INVESTMENT MANAGEMENT, LLC	30.04K	Jun 30, 26	-8.39K	0.02%
Quaker Wealth Management, LLC	30.03K	Jun 30, 26	+251	0.02%
Rockbridge Investment Management, LCC	28.90K	Jun 30, 26	-448	0.02%
CULBERTSON A N & CO INC	28.75K	Jun 30, 26	+28.75K	0.02%
CEERA INVESTMENTS, LLC	28.71K	Jun 30, 26	-2.02K	0.02%
CARY STREET PARTNERS FINANCIAL LLC	28.24K	Jun 30, 26	+258	0.02%
Northstar Group, Inc.	28.20K	Jun 30, 26	+3.03K	0.02%
Farther Finance Advisors, LLC	27.22K	Jun 30, 26	+13.79K	0.02%
CENTRAL TRUST Co	26.56K	Jun 30, 26	-6.67K	0.02%
HARBOUR INVESTMENTS, INC.	26.35K	Jun 30, 26	+702	0.02%
CLUNE & ASSOCIATES, LTD.	26.16K	Jun 30, 26	-15.56K	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	25.87K	Jun 30, 26	+8.21K	0.02%
Split Rock Private Trading & Wealth Management, LLC	24.83K	Jun 30, 26	+24.83K	0.02%
Hudson Value Partners, LLC	24.78K	Jun 30, 26	+21.43K	0.02%
Unconventional Investor, LLC	24.55K	Jun 30, 26	+24.55K	0.02%
CoreCap Advisors, LLC	24.29K	Jun 30, 26	+1.32K	0.02%
OGOREK ANTHONY JOSEPH /NY/ /ADV	24.27K	Jun 30, 26	+24.27K	0.02%
J. M. Brown & Associates Inc.	24.12K	Jun 30, 26	+24.12K	0.02%
Wedmont Private Capital	23.21K	Jun 30, 26	+23.21K	0.02%
Sunpointe, LLC	22.95K	Jun 30, 26	+8.50K	0.02%
SHAYNE & CO., LLC	22.51K	Jun 30, 26	+22.51K	0.02%
ABLE Financial Group, LLC	22.20K	Jun 30, 26	-13.92K	0.02%
Arbor Wealth Advisors LLC	22.05K	Jun 30, 26	+5.30K	0.02%
Astra Wealth Partners LLC	21.47K	Jun 30, 26	-67.29K	0.02%
FIDUCIARY FINANCIAL ADVISORS	21.30K	Jun 30, 26	+18.65K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	20.78K	Jun 30, 26	+20.78K	0.02%
Legacy Advisory Services, LLC	20.77K	Jun 30, 26	-2.08K	0.02%
Colony Group, LLC	20.17K	Jun 30, 26	+15.51K	0.02%
HRT FINANCIAL LP	19.93K	Jun 30, 26	+19.93K	0.02%
GEN Financial Management, INC.	19.84K	Jun 30, 26	+5.01K	0.02%
Baird Financial Group, Inc.	19.82K	Jun 30, 26	-25.02K	0.02%
Triumph Capital Management	19.66K	Jun 30, 26	+3.87K	0.02%
LAIRD NORTON TRUST COMPANY, LLC	19.56K	Jun 30, 26	+19.56K	0.02%
Sage Mountain Advisors LLC	19.28K	Jun 30, 26	-2.48K	0.02%
JANE STREET GROUP, LLC	19.22K	Jun 30, 26	+19.22K	0.02%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	19.21K	Jun 30, 26	+6.88K	0.02%
Kestra Advisory Services, LLC	19.17K	Jun 30, 26	+9.69K	0.02%
HEADINVEST, LLC	19.06K	Jun 30, 26	+13.03K	0.02%
Farrell Financial LLC	18.73K	Jun 30, 26	+478	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	18.52K	Jun 30, 26	+7.40K	0.01%
Diversify Advisory Services, LLC	18.52K	Jun 30, 26	+18.52K	0.01%
Symmetry Partners, LLC	18.50K	Jun 30, 26	-254.60K	0.01%
Vision Capital Management, Inc.	18.46K	Jun 30, 26	+419	0.01%
Valmark Advisers, Inc.	18.29K	Jun 30, 26	+18.29K	0.01%
Praetorian Wealth Management, Inc.	18.20K	Jun 30, 26	--	0.01%
Thrive Wealth Management, LLC	18.18K	Jun 30, 26	-100	0.01%
Miracle Mile Advisors, LLC	18.17K	Jun 30, 26	--	0.01%
Mesirow Financial Investment Management, Inc.	17.89K	Jun 30, 26	+17.89K	0.01%
Choate Investment Advisors	17.72K	Jun 30, 26	+17.72K	0.01%
Morton Capital Management LLC/CA	17.19K	Jun 30, 26	+17.19K	0.01%
Bank of New York Mellon Corp	16.85K	Jun 30, 26	+16.85K	0.01%
Capital Analysts, LLC	16.85K	Jun 30, 26	+16.85K	0.01%
Quadcap Wealth Management, LLC	16.71K	Jun 30, 26	+142	0.01%
Kerntke Otto McGlone Wealth Management Group	16.62K	Jun 30, 26	+16.62K	0.01%
Successful Portfolios LLC	16.27K	Jun 30, 26	+6.83K	0.01%
Mills Wealth Advisors LLC	16.06K	Jun 30, 26	-23.91K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	16.04K	Jun 30, 26	-18.45K	0.01%
PROFESSIONAL ADVISORY SERVICES INC	15.78K	Jun 30, 26	--	0.01%
FCA CORP /TX	15.58K	Jun 30, 26	+909	0.01%
Lido Advisors, LLC	15.03K	Jun 30, 26	+2.02K	0.01%
Waverly Advisors, LLC	14.81K	Jun 30, 26	-2.86K	0.01%
Wrenne Financial Planning LLC	14.78K	Jun 30, 26	-11.50K	0.01%
Family CFO Inc	14.53K	Jun 30, 26	-416	0.01%
CITIZENS FINANCIAL GROUP INC/RI	13.50K	Jun 30, 26	--	0.01%
Graves Light Lenhart Wealth, Inc.	13.37K	Jun 30, 26	--	0.01%
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.	13.29K	Jun 30, 26	+13.29K	0.01%
Lunt Capital Management, Inc.	13.25K	Jun 30, 26	-6.77K	0.01%
Avestar Capital, LLC	13.20K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13.20K	Jun 30, 26	-8	0.01%
Verus Financial Partners, Inc.	13.10K	Jun 30, 26	-39	0.01%
BURNEY CO/	13.07K	Jun 30, 26	+1.68K	0.01%
Landmark Wealth Management, LLC	13.03K	Jun 30, 26	+295	0.01%
Ballast Financial Advisors LLC	13.01K	Jun 30, 26	+8.17K	0.01%
Joel Isaacson & Co., LLC	12.97K	Jun 30, 26	-1.66K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	12.89K	Jun 30, 26	+12.89K	0.01%
HB Wealth Management, LLC	12.87K	Jun 30, 26	+12.87K	0.01%
FIFTH THIRD BANCORP	12.76K	Jun 30, 26	+1.17K	0.01%
Index Fund Advisors, Inc.	12.56K	Jun 30, 26	+12.56K	0.01%
V2 Financial group LLC	12.28K	Jun 30, 26	+12.28K	0.01%
Gambit Capital Management, LLC	12.13K	Jun 30, 26	+4.04K	0.01%
Betterment LLC	12.09K	Jun 30, 26	+7.47K	0.01%
Parallel Advisors, LLC	12.03K	Jun 30, 26	-21.96K	0.01%
NewEdge Advisors, LLC	11.84K	Jun 30, 26	+8.11K	0.01%
EJMK Ventures LLC	11.83K	Jun 30, 26	+11.83K	0.01%
Jacobs Equity LLC	11.78K	Jun 30, 26	+11.78K	0.01%
Parkwoods Wealth Partners, LLC	11.70K	Jun 30, 26	+11.70K	0.01%
CWC Advisors, LLC.	11.41K	Jun 30, 26	-829	0.01%
Partners in Financial Planning	11.25K	Jun 30, 26	+735	0.01%
Capstone Wealth Management Group, Inc.	10.98K	Jun 30, 26	+10.98K	0.01%
Bulwark Capital Corp	10.79K	Jun 30, 26	+10.79K	0.01%
Baskin Financial Services Inc.	10.58K	Jun 30, 26	--	0.01%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	10.40K	Jun 30, 26	--	0.01%
SILVER OAK SECURITIES, INCORPORATED	10.28K	Jun 30, 26	+5.20K	0.01%
Belpointe Asset Management LLC	10.17K	Jun 30, 26	-23.89K	0.01%
Avidian Wealth Solutions, LLC	9.84K	Jun 30, 26	+9.84K	0.01%
Elm3 Financial Group, LLC	9.82K	Jun 30, 26	+9.82K	0.01%
CHOREO, LLC	9.78K	Jun 30, 26	+49	0.01%
Compass Wealth Management LLC	9.75K	Jun 30, 26	+9.75K	0.01%
TMB Capital Partners, LLC	9.44K	Jun 30, 26	+961	0.01%
Integrated Wealth Concepts LLC	9.41K	Jun 30, 26	+1.32K	0.01%
Emerald Advisors, LLC	9.36K	Jun 30, 26	+9.36K	0.01%
Approach Retirement Advisors, LLC	9.26K	Jun 30, 26	-252	0.01%
Beaird Harris Wealth Management, LLC	9.24K	Jun 30, 26	+3.27K	0.01%
Focused Wealth Management, Inc	9.10K	Jun 30, 26	-179	0.01%
Essex LLC	9.09K	Jun 30, 26	-1.80K	0.01%
RETIREMENT INCOME SOLUTIONS, INC	8.34K	Jun 30, 26	--	0.01%
Western Financial Corp/CA	8.30K	Jun 30, 26	-5.63K	0.01%
Quartz Partners, LLC	8.28K	Jun 30, 26	+8.28K	0.01%
Worth Asset Management, LLC	8.24K	Jun 30, 26	+8.24K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	8.22K	Jun 30, 26	+8.22K	0.01%
SCOTIA CAPITAL INC.	8.17K	Jun 30, 26	-10.49K	0.01%
Verum Partners LLC	7.92K	Jun 30, 26	-5.97K	0.01%
IHT Wealth Management, LLC	7.88K	Jun 30, 26	+7.88K	0.01%
Hopwood Nicholas Hunter	7.71K	Jun 30, 26	+19	0.01%
Aspen Grove Capital, LLC	7.62K	Jun 30, 26	+7.62K	0.01%
David R. Rahn & Associates Inc.	7.60K	Jun 30, 26	+110	0.01%
Bay Rivers Group	7.54K	Jun 30, 26	+1.11K	0.01%
CENTAURUS FINANCIAL, INC.	7.53K	Jun 30, 26	-13.92K	0.01%
EASTERN BANK	7.22K	Jun 30, 26	+4.03K	0.01%
Bryn Mawr Capital Management, LLC	7.11K	Jun 30, 26	+7.11K	0.01%
Archford Capital Strategies, LLC	7.06K	Jun 30, 26	+7.06K	0.01%
Geneva Partners, LLC	7.00K	Jun 30, 26	+2.34K	0.01%
SAGESPRING WEALTH PARTNERS, LLC	6.86K	Jun 30, 26	+245	0.01%
Pictet North America Advisors SA	6.80K	Jun 30, 26	-6.70K	0.01%
MML INVESTORS SERVICES, LLC	6.79K	Jun 30, 26	-5.92K	0.01%
MCIA Inc	6.56K	Jun 30, 26	-57	0.01%
Genesis Wealth Advisors, LLC	6.37K	Jun 30, 26	+6.37K	0.01%
MidAtlantic Capital Management, Inc.	6.29K	Jun 30, 26	+6.29K	0.01%
Aurelius Family Office LLC	6.13K	Jun 30, 26	+6.13K	0.00%
UMB Bank, n.a.	6.12K	Jun 30, 26	+6.12K	0.00%
STEPHENS INC /AR/	6.11K	Jun 30, 26	+1.56K	0.00%
Pinnacle Financial Partners, Inc.	6.07K	Jun 30, 26	--	0.00%
Pacifica Partners Inc.	5.96K	Jun 30, 26	--	0.00%
COMMUNITY TRUST & INVESTMENT CO	5.96K	Jun 30, 26	-38	0.00%
Aegis Wealth Management LLC	5.95K	Jun 30, 26	-20.99K	0.00%
Tull Financial Group, Inc.	5.95K	Jun 30, 26	+5.95K	0.00%
Beacon Pointe Advisors, LLC	5.93K	Jun 30, 26	+278	0.00%
Private Advisory Group LLC	5.76K	Jun 30, 26	+339	0.00%
Baker Avenue Asset Management, LP	5.72K	Jun 30, 26	--	0.00%
CAHILL FINANCIAL ADVISORS INC	5.70K	Jun 30, 26	-885	0.00%
LexAurum Advisors, LLC	5.69K	Jun 30, 26	-99	0.00%
Carroll Advisory Group, LLC	5.62K	Jun 30, 26	+692	0.00%
Passive Capital Management, LLC.	5.58K	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	5.54K	Jun 30, 26	-221	0.00%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	5.53K	Jun 30, 26	-3.66K	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	5.47K	Jun 30, 26	+3.96K	0.00%
SAX WEALTH ADVISORS, LLC	5.46K	Jun 30, 26	+5.46K	0.00%
BIP Wealth, LLC	5.46K	Jun 30, 26	+5.46K	0.00%
CPA Asset Management LLC	5.44K	Jun 30, 26	+2.38K	0.00%
AA Financial Advisors, LLC	5.42K	Jun 30, 26	+5.42K	0.00%
PALLADIEM, LLC	5.24K	Jun 30, 26	+556	0.00%
JPMORGAN CHASE & CO	5.12K	Jun 30, 26	+5.12K	0.00%
Affinity Capital Advisors, LLC	5.08K	Jun 30, 26	-415	0.00%
Coyle Financial Counsel LLC	5.08K	Jun 30, 26	-1.27K	0.00%
Mayflower Financial Advisors, LLC	5.08K	Jun 30, 26	+5.08K	0.00%
JOHNSON INVESTMENT COUNSEL INC	4.78K	Jun 30, 26	+4.78K	0.00%
American Institute for Advanced Investment Management, LLP	4.70K	Jun 30, 26	-850	0.00%
COURIER CAPITAL LLC	4.63K	Jun 30, 26	+4.63K	0.00%
Americana Partners, LLC	4.63K	Jun 30, 26	+4.63K	0.00%
J.W. COLE ADVISORS, INC.	4.63K	Jun 30, 26	+4.63K	0.00%
BTG Pactual Asset Management US LLC	4.59K	Jun 30, 26	+992	0.00%
Destiny Wealth Partners, LLC	4.46K	Jun 30, 26	--	0.00%
PEAK FINANCIAL ADVISORS LLC	4.39K	Jun 30, 26	+4.39K	0.00%
Eaton-Cambridge Inc.	4.37K	Jun 30, 26	-500	0.00%
Merit Financial Group, LLC	4.36K	Jun 30, 26	+37	0.00%
HMS Capital Management, LLC	4.30K	Jun 30, 26	+4.30K	0.00%
Valued Retirements, Inc.	4.30K	Jun 30, 26	+1.01K	0.00%
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	4.25K	Jun 30, 26	+4.25K	0.00%
Empower Advisory Group, LLC	4.24K	Jun 30, 26	+663	0.00%
ECLECTIC ASSOCIATES INC /ADV	4.14K	Jun 30, 26	+5	0.00%
Outbound Financial Inc	4.04K	Jun 30, 26	+4.04K	0.00%
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	3.97K	Jun 30, 26	+3.97K	0.00%
LaSalle St. Investment Advisors, LLC	3.95K	Jun 30, 26	-689	0.00%
Private Advisor Group, LLC	3.78K	Jun 30, 26	-4.25K	0.00%
Destination Wealth Management	3.78K	Jun 30, 26	--	0.00%
StoneX Group Inc.	3.65K	Jun 30, 26	--	0.00%
UNIQUE WEALTH, LLC	3.65K	Jun 30, 26	-1.89K	0.00%
CWS Financial Advisors, LLC	3.61K	Jun 30, 26	+3.61K	0.00%
Pacific Point Advisors, LLC	3.57K	Jun 30, 26	-1.12K	0.00%
Sensenig Capital Advisors, Inc	3.50K	Jun 30, 26	-6.19K	0.00%
XY Planning Network, Inc.	3.49K	Jun 30, 26	+3.49K	0.00%
Fortune Financial Advisors, LLC	3.41K	Jun 30, 26	+29	0.00%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	3.39K	Jun 30, 26	-2.87K	0.00%
FMR LLC	3.38K	Jun 30, 26	+3.38K	0.00%
TCI Wealth Advisors, Inc.	3.36K	Jun 30, 26	+574	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.31K	Jun 30, 26	--	0.00%
Marks Wealth, LLC	3.30K	Jun 30, 26	+3.30K	0.00%
CARDIFF PARK ADVISORS, LLC	3.30K	Jun 30, 26	+28	0.00%
Ameritas Advisory Services, LLC	3.26K	Jun 30, 26	+3.26K	0.00%
Pillar Financial Advisors, LLC	3.20K	Jun 30, 26	-1.25K	0.00%
Everest Financial Group LLC	3.18K	Jun 30, 26	+23	0.00%
Ascent Group, LLC	3.17K	Jun 30, 26	-1.43K	0.00%
Advisory Services Network, LLC	3.16K	Jun 30, 26	+2.74K	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	3.14K	Jun 30, 26	+27	0.00%
SNOWWATER INVESTMENT PARTNERS, LLC	3.14K	Jun 30, 26	+3.14K	0.00%
Mariner, LLC	3.13K	Jun 30, 26	-995	0.00%
NATIONAL BANK OF CANADA /FI/	3.01K	Jun 30, 26	-26.80K	0.00%
Buckingham Strategic Partners	2.98K	Jun 30, 26	-292	0.00%
HOWARD WEALTH MANAGEMENT, LLC	2.97K	Jun 30, 26	+2.97K	0.00%
Values First Advisors, Inc.	2.95K	Jun 30, 26	+2.95K	0.00%
Essex Savings Bank	2.93K	Jun 30, 26	+2.93K	0.00%
EWA, LLC	2.89K	Jun 30, 26	+7	0.00%
Wealthcare Advisory Partners LLC	2.88K	Jun 30, 26	-2.60K	0.00%
MOSAIC FAMILY WEALTH PARTNERS, LLC	2.82K	Jun 30, 26	+2.82K	0.00%
New England Private Wealth Advisors LLC	2.81K	Jun 30, 26	+2.81K	0.00%
Town Capital LLC	2.76K	Jun 30, 26	--	0.00%
Sterneck Capital Management, LLC	2.72K	Jun 30, 26	-15	0.00%
ASSETMARK, INC	2.72K	Jun 30, 26	+2.72K	0.00%
Schiavi & Co LLC	2.65K	Jun 30, 26	--	0.00%
Downshift Financial, LLC	2.35K	Jun 30, 26	+2.35K	0.00%
Evolution Advisers, Inc.	2.11K	Jun 30, 26	+1.89K	0.00%
Silver Grove Financial Group, Inc.	1.35K	Jun 30, 26	+4	0.00%
Cassaday & Co Wealth Management LLC	1.35K	Jun 30, 26	+1.35K	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.20K	Jun 30, 26	+1.20K	0.00%
Global Retirement Partners, LLC	1.20K	Jun 30, 26	+1.20K	0.00%
TSFG, LLC	1.17K	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	1.15K	Jun 30, 26	-194	0.00%
Tower Research Capital LLC (TRC)	1.06K	Jun 30, 26	-13.00K	0.00%
Dogwood Wealth Management LLC	1.01K	Jun 30, 26	+61	0.00%
Concord Wealth Partners	1.00K	Jun 30, 26	+1.00K	0.00%
Financial Management Professionals, Inc.	1.00K	Jun 30, 26	--	0.00%
FIDUCIARY ADVISORS, INC.	935	Jun 30, 26	-361	0.00%
Strategic Investment Solutions, Inc. /IL	821	Jun 30, 26	-405	0.00%
US BANCORP \DE\	800	Jun 30, 26	+800	0.00%
Signature Equity Partners, LLC	738	Jun 30, 26	--	0.00%
CITIGROUP INC	580	Jun 30, 26	+580	0.00%
TD Waterhouse Canada Inc.	490	Jun 30, 26	+490	0.00%
Allworth Financial LP	439	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	398	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	322	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	286	Jun 30, 26	+282	0.00%
ST GERMAIN D J CO INC	258	Jun 30, 26	+106	0.00%
Bogart Wealth, LLC	212	Jun 30, 26	+157	0.00%
Fort Vancouver Investment Management, LLC	189	Jun 30, 26	-9	0.00%
Tradewinds Capital Management, LLC	100	Jun 30, 26	-400	0.00%
WELLS FARGO & COMPANY/MN	98	Jun 30, 26	-6.66K	0.00%
Rossby Financial, LCC	13	Jun 30, 26	+13	0.00%
Gould Capital, LLC	13	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	12	Jun 30, 26	-13	0.00%
JONES FINANCIAL COMPANIES LLLP	3	Jun 30, 26	+3	0.00%
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-11.21K	--
PENNINGTON PARTNERS & CO., LLC	--	Jun 30, 26	-6.70K	--
Root Financial Partners, LLC	--	Jun 30, 26	-299	--
Bristlecone Value Partners, LLC	--	Jun 30, 26	-3.43K	--
CATALYST PRIVATE WEALTH, LLC	--	Jun 30, 26	-4.56K	--
Meadowbrook Wealth Management, LLC	--	Jun 30, 26	-5.30K	--
Leonard Rickey Investment Advisors P.L.L.C.	--	Jun 30, 26	-5.10K	--
Capital Advisors, Ltd. LLC	--	Jun 30, 26	-542	--
Innova Wealth Partners	--	Jun 30, 26	-3.17K	--
Keystone Financial Group, Inc.	--	Jun 30, 26	-3.37K	--
Victrix Investment Advisors	--	Jun 30, 26	-9.35K	--
REGATTA CAPITAL GROUP, LLC	--	Jun 30, 26	-4.33K	--
TORONTO DOMINION BANK	--	Jun 30, 26	-1.95K	--
GSB Wealth Management, LLC	--	Jun 30, 26	-9.96K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-41.83K	--
Westfuller Advisors, LLC	--	Jun 30, 26	-18.06K	--
Steele Capital Management, Inc.	--	Jun 30, 26	-15.88K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-307	--
BURLING WEALTH PARTNERS, LLC	--	Jun 30, 26	-53.44K	--
Castleview Partners, LLC	--	Jun 30, 26	-23.03K	--
BALLAST ADVISORS LLC	--	Jun 30, 26	-103	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-36.39K	--
Sandhill Capital Partners LLC	--	Jun 30, 26	-11.51K	--
Factorial Partners, LLC	--	Jun 30, 26	-91.00K	--
Marex Group plc	--	Jun 30, 26	-33.09K	--
PRINCIPAL FINANCIAL GROUP INC	--	Jun 30, 26	-11.62K	--
MOSAIC FINANCIAL GROUP, LLC	--	Jun 30, 26	-3.25K	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-15	--
Blackhawk Capital Partners LLC.	--	Jun 30, 26	-9.87K	--
FULTON BREAKEFIELD BROENNIMAN LLC	--	Jun 30, 26	-4.68K	--
EVOLVE PRIVATE WEALTH, LLC	--	Jun 30, 26	-4.09K	--
Evanson Asset Management, LLC	1.88M	Mar 31, 26	-24.44K	1.51%
Cherry Tree Wealth Management, LLC	52.76K	Mar 31, 26	+5.30K	0.04%
Running Point Capital Advisors, LLC	43.49K	Dec 31, 25	+9.62K	0.03%
COMERICA BANK	11.58K	Dec 31, 25	+3.46K	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-42	--
ASSET PLANNING CORPORATION	72.58K	Sep 30, 25	+72.58K	0.06%
Willow Creek Wealth Management Inc.	68.84K	Sep 30, 25	+35.32K	0.06%
OAK HILL WEALTH ADVISORS, LLC	4.50K	Sep 30, 25	+4.50K	0.00%
Grant/GrossMendelsohn, LLC	4.51K	Mar 31, 25	+4.51K	0.00%

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Holder

Date

Change

% Held

WIT, LLC

5.48M

Jun 30, 26

+2.84M

4.41%

Elm Partners Management LLC

3.82M

Jun 30, 26

+1.98M

3.07%

Oxbow Advisors, LLC

2.47M

Jun 30, 26

+187.76K

1.99%

MORGAN STANLEY

2.30M

Jun 30, 26

+1.36M

1.85%

BANK OF AMERICA CORP /DE/

2.04M

Jun 30, 26

+625.55K

1.64%

Evanson Financial, LLC

2.02M

Jun 30, 26

+2.02M

1.62%

Nicholas Hoffman & Company, LLC.

1.42M

Jun 30, 26

-947.64K

1.14%

SCS Capital Management LLC

1.38M

Jun 30, 26

-108.08K

1.11%

Randolph Co Inc

995.03K

Jun 30, 26

+995.03K

0.80%

ARMSTRONG ADVISORY GROUP, INC

967.02K

Jun 30, 26

-258.40K

0.78%

FSA Investment Group, LLC

888.08K

Jun 30, 26

+80.42K

0.71%

UBS Group AG

830.20K

Jun 30, 26

-194.68K

0.67%

ROYAL BANK OF CANADA

791.71K

Jun 30, 26

-150.45K

0.64%

AWM CAPITAL, LLC

698.41K

Jun 30, 26

+304.18K

0.56%

Bridgewealth Advisory Group, LLC

686.35K

Jun 30, 26

-106.88K

0.55%

BetterWealth, LLC

682.81K

Jun 30, 26

+27.71K

0.55%

GREENHAVEN ASSOCIATES INC

662.00K

Jun 30, 26

-534.42K

0.53%

Family Management Corp

639.03K

Jun 30, 26

+639.03K

0.51%

PNC FINANCIAL SERVICES GROUP, INC.

629.03K

Jun 30, 26

+628.77K

0.51%

Bragg Financial Advisors, Inc

606.18K

Jun 30, 26

+380

0.49%

BANK OF MONTREAL /CAN/

600.00K

Jun 30, 26

+600.00K

0.48%

LPL Financial LLC

570.54K

Jun 30, 26

+93.08K

0.46%

Altiora Financial Group, LLC

477.77K

Jun 30, 26

+101.49K

0.38%

Mirae Asset Global Investments Co., Ltd.

477.00K

Jun 30, 26

+477.00K

0.38%

Cypress Capital, LLC

454.57K

Jun 30, 26

-9.70K

0.37%

Pathway Financial Advisors LLC

412.15K

Jun 30, 26

+28.63K

0.33%

Apella Capital, LLC

411.97K

Jun 30, 26

-42.63K

0.33%

Fortitude Family Office, LLC

393.28K

Jun 30, 26

+56.85K

0.32%

ANDERSON HOAGLAND & CO

375.92K

Jun 30, 26

+263.64K

0.30%

AE Wealth Management LLC

359.48K

Jun 30, 26

+359.48K

0.29%

Twin Lakes Capital Management, LLC

345.54K

Jun 30, 26

+342.88K

0.28%

Blume Capital Management, Inc.

337.85K

Jun 30, 26

+142.80K

0.27%

RAYMOND JAMES FINANCIAL INC

337.17K

Jun 30, 26

+80.28K

0.27%

Kohmann Bosshard Financial Services, LLC

333.31K

Jun 30, 26

+287.57K

0.27%

Cardinal Point Capital Management, ULC

320.74K

Jun 30, 26

+47.64K

0.26%

ENVESTNET ASSET MANAGEMENT INC

316.79K

Jun 30, 26

+43.20K

0.25%

Red Wave Investments LLC

312.94K

Jun 30, 26

+31.15K

0.25%

TRUIST FINANCIAL CORP

307.60K

Jun 30, 26

-221.50K

0.25%

CreativeOne Wealth, LLC

304.98K

Jun 30, 26

+50.92K

0.25%

THOMPSON SIEGEL & WALMSLEY LLC

296.97K

Jun 30, 26

+31.65K

0.24%

JIM SAULNIER & ASSOCIATES, LLC

295.87K

Jun 30, 26

+111.08K

0.24%

Fort Point Capital Partners LLC

294.44K

Jun 30, 26

+211.95K

0.24%

Whitaker-Myers Wealth Managers, LTD.

291.02K

Jun 30, 26

+57.40K

0.23%

Goodman Financial Corp

278.34K

Jun 30, 26

+267.62K

0.22%

First Pacific Advisors, LP

260.28K

Jun 30, 26

+170.12K

0.21%

Garde Capital, Inc.

252.24K

Jun 30, 26

-50.55K

0.20%

CI Private Wealth, LLC

235.24K

Jun 30, 26

+161.16K

0.19%

Gross & Hartman Investments LLC

232.72K

Jun 30, 26

+75.22K

0.19%

SYKON CAPITAL LLC

228.66K

Jun 30, 26

-101.75K

0.18%

Delta Investment Management, LLC

220.01K

Jun 30, 26

+54.72K

0.18%

Advisors Capital Management, LLC

218.77K

Jun 30, 26

+218.77K

0.18%

Rialto Wealth Management, LLC

216.78K

Jun 30, 26

+24.84K

0.17%

HSBC HOLDINGS PLC

215.30K

Jun 30, 26

-21.70K

0.17%

Miller Investment Management, LP

212.63K

Jun 30, 26

+16.73K

0.17%

Tortoise Investment Management, LLC

205.88K

Jun 30, 26

+180

0.17%

Quantinno Capital Management LP

203.64K

Jun 30, 26

+25.31K

0.16%

Rossmore Private Capital

202.54K

Jun 30, 26

-52.42K

0.16%

JBR Co Financial Management Inc

196.85K

Jun 30, 26

+126.69K

0.16%

EverSource Wealth Advisors, LLC

194.53K

Jun 30, 26

-59.04K

0.16%

Clear Creek Financial Management, LLC

192.88K

Jun 30, 26

-50.13K

0.16%

Maloon Powers Pitre Higgins & Dennehy, LLC

189.19K

Jun 30, 26

+189.19K

0.15%

eCIO, Inc.

171.06K

Jun 30, 26

+36.63K

0.14%

TCG Advisory Services, LLC

170.79K

Jun 30, 26

+170.79K

0.14%

Roehl & Yi Investment Advisors, LLC

167.51K

Jun 30, 26

-19.56K

0.13%

CHATHAM CAPITAL GROUP, INC.

164.21K

Jun 30, 26

+62.10K

0.13%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

162.81K

Jun 30, 26

+32.81K

0.13%

Roundview Capital LLC

157.45K

Jun 30, 26

+3.16K

0.13%

Englebert Financial Advisers, LLC

149.47K

Jun 30, 26

+16.86K

0.12%

RFP Financial Group LLC

146.16K

Jun 30, 26

-6.51K

0.12%

Balentine LLC

138.94K

Jun 30, 26

+138.94K

0.11%

Greenline Partners, LLC

138.82K

Jun 30, 26

+5.11K

0.11%

ABSOLUTE CAPITAL MANAGEMENT, LLC

137.70K

Jun 30, 26

+137.70K

0.11%

GenTrust, LLC

136.66K

Jun 30, 26

+24.64K

0.11%

BENJAMIN EDWARDS INC

134.34K

Jun 30, 26

-31.54K

0.11%

SAGE RHINO CAPITAL LLC

134.32K

Jun 30, 26

+42.79K

0.11%

ADVISOR GROUP HOLDINGS, INC.

134.03K

Jun 30, 26

+15.39K

0.11%

Cetera Investment Advisers

131.23K

Jun 30, 26

+72.88K

0.11%

Tradition Wealth Management, LLC

123.66K

Jun 30, 26

+22.08K

0.10%

Lakewood Asset Management LLC

122.02K

Jun 30, 26

+5.51K

0.10%

Savant Capital, LLC

121.66K

Jun 30, 26

+57.40K

0.10%

Summit Global Investments

117.97K

Jun 30, 26

+12.11K

0.09%

HARBOUR INVESTMENT MANAGEMENT LLC

114.85K

Jun 30, 26

-833

0.09%

LRI Investments, LLC

114.00K

Jun 30, 26

-105.15K

0.09%

Cassilly Financial Group LLC

113.82K

Jun 30, 26

+85.40K

0.09%

AQR CAPITAL MANAGEMENT LLC

112.94K

Jun 30, 26

-74.02K

0.09%

FLPUTNAM INVESTMENT MANAGEMENT CO

111.33K

Jun 30, 26

+44.02K

0.09%

Stonebridge Financial Group, LLC

110.08K

Jun 30, 26

+3.16K

0.09%

HighTower Advisors, LLC

104.63K

Jun 30, 26

-6.79K

0.08%

Safe Harbor Family Capital, LLC

102.07K

Jun 30, 26

+47.62K

0.08%

Cambria Investment Management, L.P.

102.05K

Jun 30, 26

-9.90K

0.08%

ABOUND FINANCIAL, LLC

101.35K

Jun 30, 26

-87

0.08%

SJS Investment Consulting Inc.

100.76K

Jun 30, 26

-14.61K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

92.69K

Jun 30, 26

+56.24K

0.07%

Ethos Financial Group, LLC

92.56K

Jun 30, 26

+35.94K

0.07%

Creative Planning

87.83K

Jun 30, 26

+7.92K

0.07%

Kingsview Wealth Management, LLC

86.77K

Jun 30, 26

-3.87K

0.07%

Foundry Financial LLC

83.38K

Jun 30, 26

+2.25K

0.07%

Greenspring Advisors, LLC

82.95K

Jun 30, 26

-1.92K

0.07%

SMITH, MOORE & CO.

82.84K

Jun 30, 26

+25.62K

0.07%

PFW Advisors LLC

81.69K

Jun 30, 26

-9.77K

0.07%

Arbor Investment Advisors, LLC

80.44K

Jun 30, 26

+80.44K

0.06%

Ledgewood Wealth Advisors, LLC

78.81K

Jun 30, 26

+27.74K

0.06%

XP Advisory US, Inc.

77.25K

Jun 30, 26

+77.25K

0.06%

MRWM Advisors, LLC

76.45K

Jun 30, 26

-6.06K

0.06%

Brookstone Capital Management

72.93K

Jun 30, 26

-7.73K

0.06%

HANOVER ADVISORS INC

72.30K

Jun 30, 26

-3.21K

0.06%

Cerity Partners LLC

70.86K

Jun 30, 26

-2.50K

0.06%

Perigon Wealth Management, LLC

69.80K

Jun 30, 26

-13.90K

0.06%

Manuka Financial, LLC

68.05K

Jun 30, 26

+68.05K

0.05%

TPG Advisors LLC

66.24K

Jun 30, 26

+7.03K

0.05%

Robinswood Financial LLC

66.16K

Jun 30, 26

-3.27K

0.05%

Apollon Wealth Management, LLC

65.42K

Jun 30, 26

+62.46K

0.05%

Unison Advisors LLC

65.04K

Jun 30, 26

+5.58K

0.05%

Burton Enright Welch

63.13K

Jun 30, 26

+21.92K

0.05%

Alchemi Wealth, LLC

62.84K

Jun 30, 26

+11.95K

0.05%

RPS ADVISORY SOLUTIONS LLC

61.80K

Jun 30, 26

+23.47K

0.05%

SCRATCH CAPITAL LLC

61.72K

Jun 30, 26

+18.16K

0.05%

Cambridge Investment Research Advisors, Inc.

60.90K

Jun 30, 26

+11.78K

0.05%

CWA Asset Management Group, LLC

60.59K

Jun 30, 26

-23.91K

0.05%

O'ROURKE & COMPANY, Inc

59.36K

Jun 30, 26

+59.36K

0.05%

Capital Investment Services of America, Inc.

58.77K

Jun 30, 26

+29.19K

0.05%

Beckerman Institutional, LLC

57.63K

Jun 30, 26

+10.07K

0.05%

Sowell Financial Services LLC

56.89K

Jun 30, 26

+469

0.05%

Fortis Advisors, LLC

56.09K

Jun 30, 26

-12.72K

0.05%

Guardian Wealth Management, Inc.

54.51K

Jun 30, 26

-22.25K

0.04%

SALEM INVESTMENT COUNSELORS INC

54.42K

Jun 30, 26

-92

0.04%

Pines Wealth Management, LLC

54.16K

Jun 30, 26

-430

0.04%

FLC Capital Advisors

53.42K

Jun 30, 26

+2.73K

0.04%

Zhang Financial LLC

53.13K

Jun 30, 26

+22.01K

0.04%

Journey Advisory Group, LLC

52.97K

Jun 30, 26

+52.97K

0.04%

NewEdge Wealth, LLC

52.82K

Jun 30, 26

-19.52K

0.04%

Modern Wealth Management, LLC

51.07K

Jun 30, 26

+44.19K

0.04%

DAYMARK WEALTH PARTNERS, LLC

50.91K

Jun 30, 26

+50.91K

0.04%

Gotham Asset Management, LLC

49.66K

Jun 30, 26

+49.66K

0.04%

WEDBUSH SECURITIES INC

48.41K

Jun 30, 26

+20.67K

0.04%

Vertrix Wealth Management, LLC

47.13K

Jun 30, 26

+13.59K

0.04%

Spectrum Planning & Advisory Services Inc.

46.02K

Jun 30, 26

+2.88K

0.04%

TFO-TDC, LLC

45.80K

Jun 30, 26

-4.09K

0.04%

Level Wealth Management LLC

45.29K

Jun 30, 26

-8.89K

0.04%

CRA Financial Services, LLC

45.16K

Jun 30, 26

+3.03K

0.04%

IMA Wealth, Inc.

44.81K

Jun 30, 26

+14.99K

0.04%

Adams Wealth Management

41.63K

Jun 30, 26

+38.85K

0.03%

CacheTech Inc.

41.63K

Jun 30, 26

+38.85K

0.03%

Cresset Asset Management, LLC

41.47K

Jun 30, 26

-48.78K

0.03%

Inscription Capital, LLC

40.55K

Jun 30, 26

+15.80K

0.03%

Steward Partners Investment Advisory, LLC

40.40K

Jun 30, 26

-144

0.03%

Heck Capital Advisors, LLC

39.70K

Jun 30, 26

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

39.08K

Jun 30, 26

+23.32K

0.03%

Planning Center, Inc.

38.44K

Jun 30, 26

+32.05K

0.03%

ROBERTS GLORE & CO INC /IL/

38.15K

Jun 30, 26

+2.69K

0.03%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

37.67K

Jun 30, 26

+37.67K

0.03%

Sage Capital Advisors,llc

37.33K

Jun 30, 26

+37.33K

0.03%

NavPoint Financial, Inc.

37.32K

Jun 30, 26

+11.42K

0.03%

Planned Solutions, Inc.

36.67K

Jun 30, 26

-28.22K

0.03%

TAGStone Capital, Inc.

36.62K

Jun 30, 26

-122

0.03%

Savvy Advisors, Inc.

35.98K

Jun 30, 26

-9.18K

0.03%

Arrowroot Family Office, LLC

34.82K

Jun 30, 26

-539

0.03%

Luminvest Wealth Management LLC

34.27K

Jun 30, 26

-215

0.03%

BRIGHTON JONES LLC

33.78K

Jun 30, 26

-21.69K

0.03%

Midwest Trust Co

33.64K

Jun 30, 26

+33.64K

0.03%

Resources Investment Advisors, LLC.

33.27K

Jun 30, 26

+11.00K

0.03%

Pine Valley Investments Ltd Liability Co

33.06K

Jun 30, 26

-9.76K

0.03%

PFG Advisors

32.82K

Jun 30, 26

+17.81K

0.03%

Maltin Wealth Management, Inc.

32.80K

Jun 30, 26

+13.02K

0.03%

Meredith Wealth Planning

32.00K

Jun 30, 26

+23.57K

0.03%

Stratos Wealth Partners, LTD.

31.78K

Jun 30, 26

+24.46K

0.03%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

31.08K

Jun 30, 26

-21.10K

0.02%

IFP Advisors, Inc

30.45K

Jun 30, 26

-50

0.02%

STERLING INVESTMENT MANAGEMENT, LLC

30.04K

Jun 30, 26

-8.39K

0.02%

Quaker Wealth Management, LLC

30.03K

Jun 30, 26

+251

0.02%

Rockbridge Investment Management, LCC

28.90K

Jun 30, 26

-448

0.02%

CULBERTSON A N & CO INC

28.75K

Jun 30, 26

+28.75K

0.02%

CEERA INVESTMENTS, LLC

28.71K

Jun 30, 26

-2.02K

0.02%

CARY STREET PARTNERS FINANCIAL LLC

28.24K

Jun 30, 26

+258

0.02%

Northstar Group, Inc.

28.20K

Jun 30, 26

+3.03K

0.02%

Farther Finance Advisors, LLC

27.22K

Jun 30, 26

+13.79K

0.02%

CENTRAL TRUST Co

26.56K

Jun 30, 26

-6.67K

0.02%

HARBOUR INVESTMENTS, INC.

26.35K

Jun 30, 26

+702

0.02%

CLUNE & ASSOCIATES, LTD.

26.16K

Jun 30, 26

-15.56K

0.02%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

25.87K

Jun 30, 26

+8.21K

0.02%

Split Rock Private Trading & Wealth Management, LLC

24.83K

Jun 30, 26

+24.83K

0.02%

Hudson Value Partners, LLC

24.78K

Jun 30, 26

+21.43K

0.02%

Unconventional Investor, LLC

24.55K

Jun 30, 26

+24.55K

0.02%

CoreCap Advisors, LLC

24.29K

Jun 30, 26

+1.32K

0.02%

OGOREK ANTHONY JOSEPH /NY/ /ADV

24.27K

Jun 30, 26

+24.27K

0.02%

J. M. Brown & Associates Inc.

24.12K

Jun 30, 26

+24.12K

0.02%

Wedmont Private Capital

23.21K

Jun 30, 26

+23.21K

0.02%

Sunpointe, LLC

22.95K

Jun 30, 26

+8.50K

0.02%

SHAYNE & CO., LLC

22.51K

Jun 30, 26

+22.51K

0.02%

ABLE Financial Group, LLC

22.20K

Jun 30, 26

-13.92K

0.02%

Arbor Wealth Advisors LLC

22.05K

Jun 30, 26

+5.30K

0.02%

Astra Wealth Partners LLC

21.47K

Jun 30, 26

-67.29K

0.02%

FIDUCIARY FINANCIAL ADVISORS

21.30K

Jun 30, 26

+18.65K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

20.78K

Jun 30, 26

+20.78K

0.02%

Legacy Advisory Services, LLC

20.77K

Jun 30, 26

-2.08K

0.02%

Colony Group, LLC

20.17K

Jun 30, 26

+15.51K

0.02%

HRT FINANCIAL LP

19.93K

Jun 30, 26

+19.93K

0.02%

GEN Financial Management, INC.

19.84K

Jun 30, 26

+5.01K

0.02%

Baird Financial Group, Inc.

19.82K

Jun 30, 26

-25.02K

0.02%

Triumph Capital Management

19.66K

Jun 30, 26

+3.87K

0.02%

LAIRD NORTON TRUST COMPANY, LLC

19.56K

Jun 30, 26

+19.56K

0.02%

Sage Mountain Advisors LLC

19.28K

Jun 30, 26

-2.48K

0.02%

JANE STREET GROUP, LLC

19.22K

Jun 30, 26

+19.22K

0.02%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

19.21K

Jun 30, 26

+6.88K

0.02%

Kestra Advisory Services, LLC

19.17K

Jun 30, 26

+9.69K

0.02%

HEADINVEST, LLC

19.06K

Jun 30, 26

+13.03K

0.02%

Farrell Financial LLC

18.73K

Jun 30, 26

+478

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

18.52K

Jun 30, 26

+7.40K

0.01%

Diversify Advisory Services, LLC

18.52K

Jun 30, 26

+18.52K

0.01%

Symmetry Partners, LLC

18.50K

Jun 30, 26

-254.60K

0.01%

Vision Capital Management, Inc.

18.46K

Jun 30, 26

+419

0.01%

Valmark Advisers, Inc.

18.29K

Jun 30, 26

+18.29K

0.01%

Praetorian Wealth Management, Inc.

18.20K

Jun 30, 26

0.01%

Thrive Wealth Management, LLC

18.18K

Jun 30, 26

-100

0.01%

Miracle Mile Advisors, LLC

18.17K

Jun 30, 26

0.01%

Mesirow Financial Investment Management, Inc.

17.89K

Jun 30, 26

+17.89K

0.01%

Choate Investment Advisors

17.72K

Jun 30, 26

+17.72K

0.01%

Morton Capital Management LLC/CA

17.19K

Jun 30, 26

+17.19K

0.01%

Bank of New York Mellon Corp

16.85K

Jun 30, 26

+16.85K

0.01%

Capital Analysts, LLC

16.85K

Jun 30, 26

+16.85K

0.01%

Quadcap Wealth Management, LLC

16.71K

Jun 30, 26

+142

0.01%

Kerntke Otto McGlone Wealth Management Group

16.62K

Jun 30, 26

+16.62K

0.01%

Successful Portfolios LLC

16.27K

Jun 30, 26

+6.83K

0.01%

Mills Wealth Advisors LLC

16.06K

Jun 30, 26

-23.91K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

16.04K

Jun 30, 26

-18.45K

0.01%

PROFESSIONAL ADVISORY SERVICES INC

15.78K

Jun 30, 26

0.01%

FCA CORP /TX

15.58K

Jun 30, 26

+909

0.01%

Lido Advisors, LLC

15.03K

Jun 30, 26

+2.02K

0.01%

Waverly Advisors, LLC

14.81K

Jun 30, 26

-2.86K

0.01%

Wrenne Financial Planning LLC

14.78K

Jun 30, 26

-11.50K

0.01%

Family CFO Inc

14.53K

Jun 30, 26

-416

0.01%

CITIZENS FINANCIAL GROUP INC/RI

13.50K

Jun 30, 26

0.01%

Graves Light Lenhart Wealth, Inc.

13.37K

Jun 30, 26

0.01%

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

13.29K

Jun 30, 26

+13.29K

0.01%

Lunt Capital Management, Inc.

13.25K

Jun 30, 26

-6.77K

0.01%

Avestar Capital, LLC

13.20K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

13.20K

Jun 30, 26

-8

0.01%

Verus Financial Partners, Inc.

13.10K

Jun 30, 26

-39

0.01%

BURNEY CO/

13.07K

Jun 30, 26

+1.68K

0.01%

Landmark Wealth Management, LLC

13.03K

Jun 30, 26

+295

0.01%

Ballast Financial Advisors LLC

13.01K

Jun 30, 26

+8.17K

0.01%

Joel Isaacson & Co., LLC

12.97K

Jun 30, 26

-1.66K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

12.89K

Jun 30, 26

+12.89K

0.01%

HB Wealth Management, LLC

12.87K

Jun 30, 26

+12.87K

0.01%

FIFTH THIRD BANCORP

12.76K

Jun 30, 26

+1.17K

0.01%

Index Fund Advisors, Inc.

12.56K

Jun 30, 26

+12.56K

0.01%

V2 Financial group LLC

12.28K

Jun 30, 26

+12.28K

0.01%

Gambit Capital Management, LLC

12.13K

Jun 30, 26

+4.04K

0.01%

Betterment LLC

12.09K

Jun 30, 26

+7.47K

0.01%

Parallel Advisors, LLC

12.03K

Jun 30, 26

-21.96K

0.01%

NewEdge Advisors, LLC

11.84K

Jun 30, 26

+8.11K

0.01%

EJMK Ventures LLC

11.83K

Jun 30, 26

+11.83K

0.01%

Jacobs Equity LLC

11.78K

Jun 30, 26

+11.78K

0.01%

Parkwoods Wealth Partners, LLC

11.70K

Jun 30, 26

+11.70K

0.01%

CWC Advisors, LLC.

11.41K

Jun 30, 26

-829

0.01%

Partners in Financial Planning

11.25K

Jun 30, 26

+735

0.01%

Capstone Wealth Management Group, Inc.

10.98K

Jun 30, 26

+10.98K

0.01%

Bulwark Capital Corp

10.79K

Jun 30, 26

+10.79K

0.01%

Baskin Financial Services Inc.

10.58K

Jun 30, 26

0.01%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

10.40K

Jun 30, 26

0.01%

SILVER OAK SECURITIES, INCORPORATED

10.28K

Jun 30, 26

+5.20K

0.01%

Belpointe Asset Management LLC

10.17K

Jun 30, 26

-23.89K

0.01%

Avidian Wealth Solutions, LLC

9.84K

Jun 30, 26

+9.84K

0.01%

Elm3 Financial Group, LLC

9.82K

Jun 30, 26

+9.82K

0.01%

CHOREO, LLC

9.78K

Jun 30, 26

+49

0.01%

Compass Wealth Management LLC

9.75K

Jun 30, 26

+9.75K

0.01%

TMB Capital Partners, LLC

9.44K

Jun 30, 26

+961

0.01%

Integrated Wealth Concepts LLC

9.41K

Jun 30, 26

+1.32K

0.01%

Emerald Advisors, LLC

9.36K

Jun 30, 26

+9.36K

0.01%

Approach Retirement Advisors, LLC

9.26K

Jun 30, 26

-252

0.01%

Beaird Harris Wealth Management, LLC

9.24K

Jun 30, 26

+3.27K

0.01%

Focused Wealth Management, Inc

9.10K

Jun 30, 26

-179

0.01%

Essex LLC

9.09K

Jun 30, 26

-1.80K

0.01%

RETIREMENT INCOME SOLUTIONS, INC

8.34K

Jun 30, 26

0.01%

Western Financial Corp/CA

8.30K

Jun 30, 26

-5.63K

0.01%

Quartz Partners, LLC

8.28K

Jun 30, 26

+8.28K

0.01%

Worth Asset Management, LLC

8.24K

Jun 30, 26

+8.24K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

8.22K

Jun 30, 26

+8.22K

0.01%

SCOTIA CAPITAL INC.

8.17K

Jun 30, 26

-10.49K

0.01%

Verum Partners LLC

7.92K

Jun 30, 26

-5.97K

0.01%

IHT Wealth Management, LLC

7.88K

Jun 30, 26

+7.88K

0.01%

Hopwood Nicholas Hunter

7.71K

Jun 30, 26

+19

0.01%

Aspen Grove Capital, LLC

7.62K

Jun 30, 26

+7.62K

0.01%

David R. Rahn & Associates Inc.

7.60K

Jun 30, 26

+110

0.01%

Bay Rivers Group

7.54K

Jun 30, 26

+1.11K

0.01%

CENTAURUS FINANCIAL, INC.

7.53K

Jun 30, 26

-13.92K

0.01%

EASTERN BANK

7.22K

Jun 30, 26

+4.03K

0.01%

Bryn Mawr Capital Management, LLC

7.11K

Jun 30, 26

+7.11K

0.01%

Archford Capital Strategies, LLC

7.06K

Jun 30, 26

+7.06K

0.01%

Geneva Partners, LLC

7.00K

Jun 30, 26

+2.34K

0.01%

SAGESPRING WEALTH PARTNERS, LLC

6.86K

Jun 30, 26

+245

0.01%

Pictet North America Advisors SA

6.80K

Jun 30, 26

-6.70K

0.01%

MML INVESTORS SERVICES, LLC

6.79K

Jun 30, 26

-5.92K

0.01%

MCIA Inc

6.56K

Jun 30, 26

-57

0.01%

Genesis Wealth Advisors, LLC

6.37K

Jun 30, 26

+6.37K

0.01%

MidAtlantic Capital Management, Inc.

6.29K

Jun 30, 26

+6.29K

0.01%

Aurelius Family Office LLC

6.13K

Jun 30, 26

+6.13K

0.00%

UMB Bank, n.a.

6.12K

Jun 30, 26

+6.12K

0.00%

STEPHENS INC /AR/

6.11K

Jun 30, 26

+1.56K

0.00%

Pinnacle Financial Partners, Inc.

6.07K

Jun 30, 26

0.00%

Pacifica Partners Inc.

5.96K

Jun 30, 26

0.00%

COMMUNITY TRUST & INVESTMENT CO

5.96K

Jun 30, 26

-38

0.00%

Aegis Wealth Management LLC

5.95K

Jun 30, 26

-20.99K

0.00%

Tull Financial Group, Inc.

5.95K

Jun 30, 26

+5.95K

0.00%

Beacon Pointe Advisors, LLC

5.93K

Jun 30, 26

+278

0.00%

Private Advisory Group LLC

5.76K

Jun 30, 26

+339

0.00%

Baker Avenue Asset Management, LP

5.72K

Jun 30, 26

0.00%

CAHILL FINANCIAL ADVISORS INC

5.70K

Jun 30, 26

-885

0.00%

LexAurum Advisors, LLC

5.69K

Jun 30, 26

-99

0.00%

Carroll Advisory Group, LLC

5.62K

Jun 30, 26

+692

0.00%

Passive Capital Management, LLC.

5.58K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

5.54K

Jun 30, 26

-221

0.00%

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

5.53K

Jun 30, 26

-3.66K

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

5.47K

Jun 30, 26

+3.96K

0.00%

SAX WEALTH ADVISORS, LLC

5.46K

Jun 30, 26

+5.46K

0.00%

BIP Wealth, LLC

5.46K

Jun 30, 26

+5.46K

0.00%

CPA Asset Management LLC

5.44K

Jun 30, 26

+2.38K

0.00%

AA Financial Advisors, LLC

5.42K

Jun 30, 26

+5.42K

0.00%

PALLADIEM, LLC

5.24K

Jun 30, 26

+556

0.00%

JPMORGAN CHASE & CO

5.12K

Jun 30, 26

+5.12K

0.00%

Affinity Capital Advisors, LLC

5.08K

Jun 30, 26

-415

0.00%

Coyle Financial Counsel LLC

5.08K

Jun 30, 26

-1.27K

0.00%

Mayflower Financial Advisors, LLC

5.08K

Jun 30, 26

+5.08K

0.00%

JOHNSON INVESTMENT COUNSEL INC

4.78K

Jun 30, 26

+4.78K

0.00%

American Institute for Advanced Investment Management, LLP

4.70K

Jun 30, 26

-850

0.00%

COURIER CAPITAL LLC

4.63K

Jun 30, 26

+4.63K

0.00%

Americana Partners, LLC

4.63K

Jun 30, 26

+4.63K

0.00%

J.W. COLE ADVISORS, INC.

4.63K

Jun 30, 26

+4.63K

0.00%

BTG Pactual Asset Management US LLC

4.59K

Jun 30, 26

+992

0.00%

Destiny Wealth Partners, LLC

4.46K

Jun 30, 26

0.00%

PEAK FINANCIAL ADVISORS LLC

4.39K

Jun 30, 26

+4.39K

0.00%

Eaton-Cambridge Inc.

4.37K

Jun 30, 26

-500

0.00%

Merit Financial Group, LLC

4.36K

Jun 30, 26

+37

0.00%

HMS Capital Management, LLC

4.30K

Jun 30, 26

+4.30K

0.00%

Valued Retirements, Inc.

4.30K

Jun 30, 26

+1.01K

0.00%

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

4.25K

Jun 30, 26

+4.25K

0.00%

Empower Advisory Group, LLC

4.24K

Jun 30, 26

+663

0.00%

ECLECTIC ASSOCIATES INC /ADV

4.14K

Jun 30, 26

0.00%

Outbound Financial Inc

4.04K

Jun 30, 26

+4.04K

0.00%

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

3.97K

Jun 30, 26

+3.97K

0.00%

LaSalle St. Investment Advisors, LLC

3.95K

Jun 30, 26

-689

0.00%

Private Advisor Group, LLC

3.78K

Jun 30, 26

-4.25K

0.00%

Destination Wealth Management

3.78K

Jun 30, 26

0.00%

StoneX Group Inc.

3.65K

Jun 30, 26

0.00%

UNIQUE WEALTH, LLC

3.65K

Jun 30, 26

-1.89K

0.00%

CWS Financial Advisors, LLC

3.61K

Jun 30, 26

+3.61K

0.00%

Pacific Point Advisors, LLC

3.57K

Jun 30, 26

-1.12K

0.00%

Sensenig Capital Advisors, Inc

3.50K

Jun 30, 26

-6.19K

0.00%

XY Planning Network, Inc.

3.49K

Jun 30, 26

+3.49K

0.00%

Fortune Financial Advisors, LLC

3.41K

Jun 30, 26

+29

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

3.39K

Jun 30, 26

-2.87K

0.00%

FMR LLC

3.38K

Jun 30, 26

+3.38K

0.00%

TCI Wealth Advisors, Inc.

3.36K

Jun 30, 26

+574

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.31K

Jun 30, 26

0.00%

Marks Wealth, LLC

3.30K

Jun 30, 26

+3.30K

0.00%

CARDIFF PARK ADVISORS, LLC

3.30K

Jun 30, 26

+28

0.00%

Ameritas Advisory Services, LLC

3.26K

Jun 30, 26

+3.26K

0.00%

Pillar Financial Advisors, LLC

3.20K

Jun 30, 26

-1.25K

0.00%

Everest Financial Group LLC

3.18K

Jun 30, 26

+23

0.00%

Ascent Group, LLC

3.17K

Jun 30, 26

-1.43K

0.00%

Advisory Services Network, LLC

3.16K

Jun 30, 26

+2.74K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

3.14K

Jun 30, 26

+27

0.00%

SNOWWATER INVESTMENT PARTNERS, LLC

3.14K

Jun 30, 26

+3.14K

0.00%

Mariner, LLC

3.13K

Jun 30, 26

-995

0.00%

NATIONAL BANK OF CANADA /FI/

3.01K

Jun 30, 26

-26.80K

0.00%

Buckingham Strategic Partners

2.98K

Jun 30, 26

-292

0.00%

HOWARD WEALTH MANAGEMENT, LLC

2.97K

Jun 30, 26

+2.97K

0.00%

Values First Advisors, Inc.

2.95K

Jun 30, 26

+2.95K

0.00%

Essex Savings Bank

2.93K

Jun 30, 26

+2.93K

0.00%

EWA, LLC

2.89K

Jun 30, 26

0.00%

Wealthcare Advisory Partners LLC

2.88K

Jun 30, 26

-2.60K

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

2.82K

Jun 30, 26

+2.82K

0.00%

New England Private Wealth Advisors LLC

2.81K

Jun 30, 26

+2.81K

0.00%

Town Capital LLC

2.76K

Jun 30, 26

0.00%

Sterneck Capital Management, LLC

2.72K

Jun 30, 26

-15

0.00%

ASSETMARK, INC

2.72K

Jun 30, 26

+2.72K

0.00%

Schiavi & Co LLC

2.65K

Jun 30, 26

0.00%

Downshift Financial, LLC

2.35K

Jun 30, 26

+2.35K

0.00%

Evolution Advisers, Inc.

2.11K

Jun 30, 26

+1.89K

0.00%

Silver Grove Financial Group, Inc.

1.35K

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

1.35K

Jun 30, 26

+1.35K

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.20K

Jun 30, 26

+1.20K

0.00%

Global Retirement Partners, LLC

1.20K

Jun 30, 26

+1.20K

0.00%

TSFG, LLC

1.17K

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

1.15K

Jun 30, 26

-194

0.00%

Tower Research Capital LLC (TRC)

1.06K

Jun 30, 26

-13.00K

0.00%

Dogwood Wealth Management LLC

1.01K

Jun 30, 26

+61

0.00%

Concord Wealth Partners

1.00K

Jun 30, 26

+1.00K

0.00%

Financial Management Professionals, Inc.

1.00K

Jun 30, 26

0.00%

FIDUCIARY ADVISORS, INC.

935

Jun 30, 26

-361

0.00%

Strategic Investment Solutions, Inc. /IL

821

Jun 30, 26

-405

0.00%

US BANCORP \DE\

800

Jun 30, 26

+800

0.00%

Signature Equity Partners, LLC

738

Jun 30, 26

0.00%

CITIGROUP INC

580

Jun 30, 26

+580

0.00%

TD Waterhouse Canada Inc.

490

Jun 30, 26

+490

0.00%

Allworth Financial LP

439

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

398

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

322

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

286

Jun 30, 26

+282

0.00%

ST GERMAIN D J CO INC

258

Jun 30, 26

+106

0.00%

Bogart Wealth, LLC

212

Jun 30, 26

+157

0.00%

Fort Vancouver Investment Management, LLC

189

Jun 30, 26

-9

0.00%

Tradewinds Capital Management, LLC

100

Jun 30, 26

-400

0.00%

WELLS FARGO & COMPANY/MN

Jun 30, 26

-6.66K

0.00%

Rossby Financial, LCC

Jun 30, 26

+13

0.00%

Gould Capital, LLC

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

-13

0.00%

JONES FINANCIAL COMPANIES LLLP

Jun 30, 26

0.00%

GOLDMAN SACHS GROUP INC

Jun 30, 26

-11.21K

PENNINGTON PARTNERS & CO., LLC

Jun 30, 26

-6.70K

Root Financial Partners, LLC

Jun 30, 26

-299

Bristlecone Value Partners, LLC

Jun 30, 26

-3.43K

CATALYST PRIVATE WEALTH, LLC

Jun 30, 26

-4.56K

Meadowbrook Wealth Management, LLC

Jun 30, 26

-5.30K

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

Jun 30, 26

-5.10K

Capital Advisors, Ltd. LLC

Jun 30, 26

-542

Innova Wealth Partners

Jun 30, 26

-3.17K

Keystone Financial Group, Inc.

Jun 30, 26

-3.37K

Victrix Investment Advisors

Jun 30, 26

-9.35K

REGATTA CAPITAL GROUP, LLC

Jun 30, 26

-4.33K

TORONTO DOMINION BANK

Jun 30, 26

-1.95K

GSB Wealth Management, LLC

Jun 30, 26

-9.96K

CITADEL ADVISORS LLC

Jun 30, 26

-41.83K

Westfuller Advisors, LLC

Jun 30, 26

-18.06K

Steele Capital Management, Inc.

Jun 30, 26

-15.88K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-307

BURLING WEALTH PARTNERS, LLC

Jun 30, 26

-53.44K

Castleview Partners, LLC

Jun 30, 26

-23.03K

BALLAST ADVISORS LLC

Jun 30, 26

-103

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-36.39K

Sandhill Capital Partners LLC

Jun 30, 26

-11.51K

Factorial Partners, LLC

Jun 30, 26

-91.00K

Marex Group plc

Jun 30, 26

-33.09K

PRINCIPAL FINANCIAL GROUP INC

Jun 30, 26

-11.62K

MOSAIC FINANCIAL GROUP, LLC

Jun 30, 26

-3.25K

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-15

Blackhawk Capital Partners LLC.

Jun 30, 26

-9.87K

FULTON BREAKEFIELD BROENNIMAN LLC

Jun 30, 26

-4.68K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-4.09K

Evanson Asset Management, LLC

1.88M

Mar 31, 26

-24.44K

1.51%

Cherry Tree Wealth Management, LLC

52.76K

Mar 31, 26

+5.30K

0.04%

Running Point Capital Advisors, LLC

43.49K

Dec 31, 25

+9.62K

0.03%

COMERICA BANK

11.58K

Dec 31, 25

+3.46K

0.01%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-42

ASSET PLANNING CORPORATION

72.58K

Sep 30, 25

+72.58K

0.06%

Willow Creek Wealth Management Inc.

68.84K

Sep 30, 25

+35.32K

0.06%

OAK HILL WEALTH ADVISORS, LLC

4.50K

Sep 30, 25

+4.50K

0.00%

Grant/GrossMendelsohn, LLC

4.51K

Mar 31, 25

+4.51K

0.00%