Vanguard Long-Term Treasury ETF(VGLT)

$53.18—Stale · unknown old

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Vanguard Long-Term Treasury ETF(VGLT)

NASDAQ • Last print unknown ago

$53.18—Stale · unknown old

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VGLT(VGLT)

VGLT

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Institutional Ownership

Top 603 Institutional Holders

Holder	Shares	Date	Change	% Held
Empower Advisory Group, LLC	16.92M	Jun 30, 26	+1.38M	5.89%
MORGAN STANLEY	12.24M	Jun 30, 26	+372.44K	4.26%
VOYA INVESTMENT MANAGEMENT LLC	9.42M	Jun 30, 26	+902.22K	3.28%
NEPC LLC	8.86M	Jun 30, 26	+457.79K	3.08%
AMERIPRISE FINANCIAL INC	7.16M	Jun 30, 26	+240.50K	2.49%
BANK OF AMERICA CORP /DE/	5.25M	Jun 30, 26	-13.95K	1.83%
Cassaday & Co Wealth Management LLC	4.00M	Jun 30, 26	-866.32K	1.39%
ENVESTNET ASSET MANAGEMENT INC	3.53M	Jun 30, 26	+762.41K	1.23%
MANNING & NAPIER ADVISORS LLC	3.08M	Jun 30, 26	+2.43M	1.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	2.73M	Jun 30, 26	+41.88K	0.95%
LPL Financial LLC	2.53M	Jun 30, 26	+237.15K	0.88%
Mirae Asset Global Investments Co., Ltd.	1.94M	Jun 30, 26	-435.11K	0.68%
Treasurer of the State of North Carolina	1.82M	Jun 30, 26	+1.82M	0.63%
Annex Advisory Services, LLC	1.63M	Jun 30, 26	+1.61M	0.57%
Strategic Financial Services, Inc,	1.34M	Jun 30, 26	+28.09K	0.47%
Hamilton Capital Partners Inc.	1.11M	Jun 30, 26	+41.83K	0.38%
UBS Group AG	1.11M	Jun 30, 26	-11.66K	0.38%
SCS Capital Management LLC	1.09M	Jun 30, 26	+70.67K	0.38%
CI Private Wealth, LLC	1.09M	Jun 30, 26	-454.94K	0.38%
Rainwater Charitable Foundation	1.07M	Jun 30, 26	+184.65K	0.37%
TRUIST FINANCIAL CORP	1.01M	Jun 30, 26	-42.96K	0.35%
Bank of New York Mellon Corp	967.46K	Jun 30, 26	+100.38K	0.34%
RAYMOND JAMES FINANCIAL INC	921.38K	Jun 30, 26	+117.26K	0.32%
JPMORGAN CHASE & CO	891.78K	Jun 30, 26	+206.95K	0.31%
CITIGROUP INC	843.87K	Jun 30, 26	+11.78K	0.29%
WELLS FARGO & COMPANY/MN	843.30K	Jun 30, 26	+51.79K	0.29%
Barry Investment Advisors, LLC	752.01K	Jun 30, 26	+24.47K	0.26%
TIFF ADVISORY SERVICES INC	748.53K	Jun 30, 26	-618	0.26%
ASSETMARK, INC	726.06K	Jun 30, 26	-76.41K	0.25%
Forum Financial Management, LP	698.52K	Jun 30, 26	-197.69K	0.24%
Facet Wealth, Inc.	696.80K	Jun 30, 26	+92.04K	0.24%
Colony Group, LLC	680.04K	Jun 30, 26	-15.57K	0.24%
Quadratic Capital Management LLC	665.75K	Jun 30, 26	+559.92K	0.23%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	640.00K	Jun 30, 26	--	0.22%
Rockefeller Capital Management L.P.	512.19K	Jun 30, 26	+6.59K	0.18%
Tortoise Investment Management, LLC	495.85K	Jun 30, 26	+57.20K	0.17%
Checchi Capital Advisers, LLC	494.12K	Jun 30, 26	+49.31K	0.17%
GOLDMAN SACHS GROUP INC	475.92K	Jun 30, 26	-223.31K	0.17%
FIRST FINANCIAL BANKSHARES INC	433.14K	Jun 30, 26	+12.67K	0.15%
Klaas Financial Asset Advisors, LLC	429.60K	Jun 30, 26	+35.76K	0.15%
PRINCIPAL SECURITIES, INC.	421.25K	Jun 30, 26	+25.96K	0.15%
GenWealth Group, Inc.	414.33K	Jun 30, 26	+20.49K	0.14%
NATIONAL BANK OF CANADA /FI/	392.19K	Jun 30, 26	-14.61K	0.14%
GTS SECURITIES LLC	371.07K	Jun 30, 26	+371.07K	0.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC	367.01K	Jun 30, 26	+48.60K	0.13%
Gleason Group, Inc.	359.95K	Jun 30, 26	+4.23K	0.13%
Harvest Portfolios Group Inc.	358.56K	Jun 30, 26	-134.77K	0.12%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	356.03K	Jun 30, 26	+33.43K	0.12%
Wealthfront Advisers LLC	348.67K	Jun 30, 26	-117.13K	0.12%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	342.50K	Jun 30, 26	+8.19K	0.12%
Betterment LLC	335.75K	Jun 30, 26	-9.52K	0.12%
ROYAL BANK OF CANADA	329.78K	Jun 30, 26	-156.75K	0.11%
FINANCIAL LIFE ADVISORS	309.81K	Jun 30, 26	+16.93K	0.11%
WLTH Capital Management, LLC	309.74K	Jun 30, 26	+15.97K	0.11%
Allworth Financial LP	305.84K	Jun 30, 26	-23.72K	0.11%
Vident Advisory, LLC	301.08K	Jun 30, 26	+76.74K	0.10%
HighTower Advisors, LLC	297.97K	Jun 30, 26	+9.90K	0.10%
Professional Financial Management, Inc.	293.91K	Jun 30, 26	+50.10K	0.10%
NOTTINGHAM ADVISORS, INC.	290.32K	Jun 30, 26	-112.53K	0.10%
Penserra Capital Management LLC	277.97K	Jun 30, 26	-79.67K	0.10%
KEYBANK NATIONAL ASSOCIATION/OH	273.04K	Jun 30, 26	+8.70K	0.10%
NewEdge Advisors, LLC	268.34K	Jun 30, 26	+241.28K	0.09%
Cambridge Investment Research Advisors, Inc.	265.43K	Jun 30, 26	+141.75K	0.09%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	264.30K	Jun 30, 26	--	0.09%
JOHNSON INVESTMENT COUNSEL INC	248.84K	Jun 30, 26	-2.07K	0.09%
NorthRock Partners, LLC	234.98K	Jun 30, 26	-4.94K	0.08%
Aurelius Family Office LLC	234.90K	Jun 30, 26	+16.40K	0.08%
AE Wealth Management LLC	233.89K	Jun 30, 26	-13.82K	0.08%
Baird Financial Group, Inc.	232.48K	Jun 30, 26	-41.71K	0.08%
Jump Financial, LLC	226.06K	Jun 30, 26	+148.40K	0.08%
Toroso Investments, LLC	225.70K	Jun 30, 26	+6.64K	0.08%
Warwick Investment Management, Inc.	223.67K	Jun 30, 26	+89.20K	0.08%
Cetera Investment Advisers	222.03K	Jun 30, 26	+112.24K	0.08%
Quadrature Capital Ltd	218.23K	Jun 30, 26	+218.23K	0.08%
Vestmark Advisory Solutions, Inc.	209.53K	Jun 30, 26	+5.78K	0.07%
MERCER GLOBAL ADVISORS INC /ADV	208.75K	Jun 30, 26	-137.99K	0.07%
NewEdge Wealth, LLC	208.22K	Jun 30, 26	+79.75K	0.07%
Diversify Advisory Services, LLC	208.12K	Jun 30, 26	+208.12K	0.07%
DIVERSIFY WEALTH MANAGEMENT, LLC	208.12K	Jun 30, 26	+27.93K	0.07%
Mount Yale Investment Advisors, LLC	207.07K	Jun 30, 26	+2.95K	0.07%
Beacon Pointe Advisors, LLC	204.62K	Jun 30, 26	-10.71K	0.07%
Ironwood Wealth Management, LLC.	202.85K	Jun 30, 26	-606.62K	0.07%
EP Wealth Advisors, LLC	200.58K	Jun 30, 26	+127.25K	0.07%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	192.69K	Jun 30, 26	-412.66K	0.07%
Morningstar Investment Management LLC	191.30K	Jun 30, 26	--	0.07%
VICUS CAPITAL	190.07K	Jun 30, 26	+1.79K	0.07%
Compass Advisory Group LLC	187.69K	Jun 30, 26	+11.47K	0.07%
Fisher Asset Management, LLC	187.41K	Jun 30, 26	-15.54K	0.07%
Federation des caisses Desjardins du Quebec	180.56K	Jun 30, 26	+6.19K	0.06%
COURIER CAPITAL LLC	176.43K	Jun 30, 26	+21.84K	0.06%
Global Retirement Partners, LLC	164.48K	Jun 30, 26	+164.48K	0.06%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	157.46K	Jun 30, 26	+12.61K	0.05%
Rinkey Investments	149.29K	Jun 30, 26	+3.58K	0.05%
Focus Financial Network, Inc.	147.53K	Jun 30, 26	+57.41K	0.05%
BIP Wealth, LLC	147.02K	Jun 30, 26	+147.02K	0.05%
Savant Capital, LLC	143.85K	Jun 30, 26	+143.85K	0.05%
Hennion & Walsh Asset Management, Inc.	143.35K	Jun 30, 26	+6.97K	0.05%
ADVISOR GROUP HOLDINGS, INC.	142.83K	Jun 30, 26	+19.36K	0.05%
Towneley Capital Management, Inc / DE	142.55K	Jun 30, 26	+2.57K	0.05%
Janney Montgomery Scott LLC	141.37K	Jun 30, 26	+141.37K	0.05%
INSIGHT 2811, INC.	137.02K	Jun 30, 26	+1.77K	0.05%
KESTRA PRIVATE WEALTH SERVICES, LLC	134.46K	Jun 30, 26	+7.16K	0.05%
FIRST NATIONAL TRUST CO	132.85K	Jun 30, 26	+6.41K	0.05%
Summit Financial, LLC	129.38K	Jun 30, 26	+5.32K	0.05%
BANK OF HAWAII	127.95K	Jun 30, 26	+11.91K	0.04%
Tandem Financial, LLC	119.00K	Jun 30, 26	-1.67K	0.04%
S. R. Schill & Associates	118.47K	Jun 30, 26	+13.63K	0.04%
MATHER GROUP, LLC.	117.95K	Jun 30, 26	-20.28K	0.04%
Buck Wealth Strategies, LLC	113.31K	Jun 30, 26	+113.31K	0.04%
Hirtle Callaghan & Co LLC	113.24K	Jun 30, 26	-9.75K	0.04%
Ackerman Capital Advisors, LLC	109.44K	Jun 30, 26	-2.91K	0.04%
IPG Investment Advisors LLC	109.17K	Jun 30, 26	--	0.04%
MML INVESTORS SERVICES, LLC	106.23K	Jun 30, 26	+33.75K	0.04%
Signal Advisors Wealth, LLC	102.37K	Jun 30, 26	+28.45K	0.04%
Ronald Blue Trust, Inc.	102.26K	Jun 30, 26	+4.10K	0.04%
PROSPERITY BANCSHARES INC	100.70K	Jun 30, 26	+10.06K	0.04%
GREENWOOD CAPITAL ASSOCIATES LLC	100.48K	Jun 30, 26	+5.40K	0.03%
American National Bank of Texas	100.33K	Jun 30, 26	+2.59K	0.03%
DAVENPORT & Co LLC	95.92K	Jun 30, 26	+33.11K	0.03%
HARBOUR INVESTMENTS, INC.	95.34K	Jun 30, 26	+4.33K	0.03%
Gladwyn Financial Advisors, Inc.	92.60K	Jun 30, 26	+7.84K	0.03%
iA Global Asset Management Inc.	90.80K	Jun 30, 26	+90.80K	0.03%
Cerity Partners LLC	88.04K	Jun 30, 26	-6.45K	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	87.19K	Jun 30, 26	+3.21K	0.03%
Resources Investment Advisors, LLC.	86.97K	Jun 30, 26	-31.11K	0.03%
Balanced Rock Investment Advisor	85.61K	Jun 30, 26	+51.04K	0.03%
FIDUCIARY FINANCIAL GROUP, LLC	84.83K	Jun 30, 26	+29.97K	0.03%
Snowden Capital Advisors LLC	84.60K	Jun 30, 26	+8.63K	0.03%
Kensington Asset Management, LLC	83.74K	Jun 30, 26	+13.82K	0.03%
SCOTIA CAPITAL INC.	83.71K	Jun 30, 26	+83.71K	0.03%
Skyline Advisors, Inc.	83.62K	Jun 30, 26	+19.29K	0.03%
LIBERTY WEALTH MANAGEMENT LLC	83.55K	Jun 30, 26	--	0.03%
CreativeOne Wealth, LLC	83.54K	Jun 30, 26	+30.81K	0.03%
Cresset Asset Management, LLC	82.66K	Jun 30, 26	-2.29K	0.03%
KITCHING PARTNERS, LLC	82.57K	Jun 30, 26	+1.99K	0.03%
JONES FINANCIAL COMPANIES LLLP	80.22K	Jun 30, 26	+6.91K	0.03%
STIFEL FINANCIAL CORP	79.21K	Jun 30, 26	-427	0.03%
Versant Capital Management, Inc	78.83K	Jun 30, 26	+7.24K	0.03%
Bell Investment Advisors, Inc	77.44K	Jun 30, 26	-61.99K	0.03%
BlackRock, Inc.	76.47K	Jun 30, 26	+65.54K	0.03%
Act Two Investors LLC	74.53K	Jun 30, 26	-23.30K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	74.14K	Jun 30, 26	+41.69K	0.03%
LeConte Wealth Management, LLC	74.10K	Jun 30, 26	+701	0.03%
Forthright Family Wealth Advisory LLC	73.58K	Jun 30, 26	+8.73K	0.03%
Walkner Condon Financial Advisors LLC	73.57K	Jun 30, 26	-28	0.03%
True North Advisors, LLC	71.29K	Jun 30, 26	-5.15K	0.02%
COMMERCE BANK	68.68K	Jun 30, 26	-1.69K	0.02%
Perigon Wealth Management, LLC	67.05K	Jun 30, 26	+7.75K	0.02%
VestGen Advisors, LLC	66.82K	Jun 30, 26	+246	0.02%
IHT Wealth Management, LLC	63.97K	Jun 30, 26	+30.57K	0.02%
Silverleafe Capital Partners, LLC	61.38K	Jun 30, 26	+61.38K	0.02%
WBH ADVISORY INC	60.90K	Jun 30, 26	-8.92K	0.02%
REGIONS FINANCIAL CORP	60.00K	Jun 30, 26	+514	0.02%
Miller Financial Services LLC	59.90K	Jun 30, 26	+7.61K	0.02%
NOMURA ASSET MANAGEMENT CO LTD	57.20K	Jun 30, 26	+57.20K	0.02%
SMART Wealth LLC	54.05K	Jun 30, 26	-3.35K	0.02%
AQR CAPITAL MANAGEMENT LLC	53.66K	Jun 30, 26	-5.50K	0.02%
CITADEL ADVISORS LLC	52.77K	Jun 30, 26	+37.55K	0.02%
SBI Securities Co., Ltd.	50.67K	Jun 30, 26	-4.74K	0.02%
QUATTRO FINANCIAL ADVISORS LLC	50.56K	Jun 30, 26	+8.26K	0.02%
Empowered Funds, LLC	49.20K	Jun 30, 26	-17.34K	0.02%
Transcendent Capital Group LLC	47.58K	Jun 30, 26	+2.28K	0.02%
Axiom Financial Strategies, LLC	46.27K	Jun 30, 26	+1.18K	0.02%
THRIVENT FINANCIAL FOR LUTHERANS	44.32K	Jun 30, 26	-2.27K	0.02%
Graetz Wealth LLC	42.93K	Jun 30, 26	+6.55K	0.01%
WFA of San Diego, LLC	42.63K	Jun 30, 26	+4.78K	0.01%
Flatrock Wealth Partners LLC	42.31K	Jun 30, 26	+9.02K	0.01%
JAMES INVESTMENT RESEARCH INC	42.22K	Jun 30, 26	-3.55K	0.01%
Kings Path Partners LLC	41.64K	Jun 30, 26	+2.28K	0.01%
JANE STREET GROUP, LLC	41.17K	Jun 30, 26	-188.19K	0.01%
CATALYST PRIVATE WEALTH, LLC	40.68K	Jun 30, 26	+7.71K	0.01%
Farther Finance Advisors, LLC	39.46K	Jun 30, 26	+2.22K	0.01%
Thrive Capital Management, LLC	38.56K	Jun 30, 26	+14	0.01%
LAUREL OAK WEALTH MANAGEMENT, LLC	38.20K	Jun 30, 26	-10.55K	0.01%
Simplicity Wealth,LLC	37.50K	Jun 30, 26	+962	0.01%
WEST CHESTER CAPITAL ADVISORS, INC	36.50K	Jun 30, 26	-23.28K	0.01%
PACIFIC FINANCIAL GROUP INC	35.46K	Jun 30, 26	+13.31K	0.01%
Brindle & Bay Financial Advisors, LLC	34.52K	Jun 30, 26	-1.36K	0.01%
Creative Planning	34.12K	Jun 30, 26	+13.82K	0.01%
Brookstone Capital Management	32.93K	Jun 30, 26	-2.69K	0.01%
FLAGSHIP WEALTH ADVISORS, LLC	32.54K	Jun 30, 26	-41.74K	0.01%
FIFTH THIRD BANCORP	32.39K	Jun 30, 26	-1.18M	0.01%
Manhattan West Asset Management, LLC	31.72K	Jun 30, 26	-3.27K	0.01%
Werba Rubin Papier Wealth Management	31.05K	Jun 30, 26	+14.38K	0.01%
Pathstone Holdings, LLC	30.96K	Jun 30, 26	+30.96K	0.01%
PARK AVENUE SECURITIES LLC	30.95K	Jun 30, 26	+30.95K	0.01%
Savvy Advisors, Inc.	30.89K	Jun 30, 26	+2.76K	0.01%
Marion Wealth Management	30.48K	Jun 30, 26	+1.11K	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	30.26K	Jun 30, 26	-15.01K	0.01%
SVRN Asset Management, LLC	29.58K	Jun 30, 26	-200	0.01%
Bryn Mawr Capital Management, LLC	29.41K	Jun 30, 26	+3.66K	0.01%
Legacy Wealth Asset Management, LLC	29.11K	Jun 30, 26	+1.38K	0.01%
GOULD ASSET MANAGEMENT LLC /CA/	28.58K	Jun 30, 26	-8.04K	0.01%
Waverly Advisors, LLC	27.55K	Jun 30, 26	-289	0.01%
Glass Jacobson Investment Advisors llc	26.57K	Jun 30, 26	+1.81K	0.01%
FLOW TRADERS U.S. LLC	26.15K	Jun 30, 26	-63.67K	0.01%
FIDUCIARY FINANCIAL ADVISORS	25.88K	Jun 30, 26	+25.88K	0.01%
Dynamic Advisor Solutions LLC	25.18K	Jun 30, 26	-36	0.01%
Tower Research Capital LLC (TRC)	24.36K	Jun 30, 26	+11.64K	0.01%
Clarity Wealth Advisors, LLC	24.03K	Jun 30, 26	+24.03K	0.01%
Kestra Advisory Services, LLC	23.92K	Jun 30, 26	+3.91K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	23.56K	Jun 30, 26	+23.56K	0.01%
Titan Investment Management LLC	22.99K	Jun 30, 26	+863	0.01%
Compagnie Lombard Odier SCmA	22.88K	Jun 30, 26	-4.49K	0.01%
Lord & Richards Wealth Management, LLC	22.79K	Jun 30, 26	+1.38K	0.01%
ALESCO ADVISORS LLC	22.71K	Jun 30, 26	--	0.01%
One Day In July LLC	22.61K	Jun 30, 26	-3.79K	0.01%
Coppell Advisory Solutions LLC	21.92K	Jun 30, 26	+21.92K	0.01%
Cambria Investment Management, L.P.	21.78K	Jun 30, 26	+795	0.01%
Atria Investments, Inc	20.20K	Jun 30, 26	+20.20K	0.01%
Asset One Wealth Management LLC	20.04K	Jun 30, 26	+20.04K	0.01%
Kingsview Wealth Management, LLC	19.76K	Jun 30, 26	+15.28K	0.01%
Oakmont Advisory Group, LLC	19.68K	Jun 30, 26	-1.28K	0.01%
Mayflower Financial Advisors, LLC	19.41K	Jun 30, 26	-17.02K	0.01%
HICKS CAPITAL MANAGEMENT LLC	19.23K	Jun 30, 26	+426	0.01%
VANGUARD ADVISERS INC	18.73K	Jun 30, 26	+2.16K	0.01%
NWAM LLC	18.61K	Jun 30, 26	+9.17K	0.01%
Ashton Thomas Private Wealth, LLC	18.37K	Jun 30, 26	+5.76K	0.01%
Pensionmark Financial Group, LLC	18.34K	Jun 30, 26	-2.21K	0.01%
Holistic Planning, LLC	17.98K	Jun 30, 26	+4.53K	0.01%
CoreCap Advisors, LLC	17.86K	Jun 30, 26	+27	0.01%
TWO SIGMA SECURITIES, LLC	17.70K	Jun 30, 26	+7.20K	0.01%
Tailwinds Wealth, LLC	17.06K	Jun 30, 26	+17.06K	0.01%
M&T BANK CORP	16.83K	Jun 30, 26	+16.83K	0.01%
Estate Counselors, LLC	16.39K	Jun 30, 26	+7.06K	0.01%
Verity Asset Management, Inc.	15.97K	Jun 30, 26	-1.53K	0.01%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	15.87K	Jun 30, 26	-171	0.01%
Fund Evaluation Group, LLC	15.84K	Jun 30, 26	--	0.01%
MARIPAU WEALTH MANAGEMENT LLC	15.51K	Jun 30, 26	+2.14K	0.01%
Kestra Investment Management, LLC	15.17K	Jun 30, 26	+15.17K	0.01%
RHS Financial, LLC	14.96K	Jun 30, 26	-107.89K	0.01%
Envestnet Portfolio Solutions, Inc.	14.87K	Jun 30, 26	+14.87K	0.01%
PFG Investments, LLC	14.86K	Jun 30, 26	+222	0.01%
Independence Bank of Kentucky	14.79K	Jun 30, 26	-600	0.01%
Sanctuary Advisors, LLC	14.77K	Jun 30, 26	+520	0.01%
Ranch Capital Advisors Inc.	14.47K	Jun 30, 26	-41	0.01%
Orcam Financial Group	14.38K	Jun 30, 26	+112	0.01%
Edgestream Partners, L.P.	14.27K	Jun 30, 26	+14.27K	0.00%
ENTRUST FINANCIAL LLC	13.79K	Jun 30, 26	-2.57K	0.00%
Integrated Wealth Concepts LLC	13.79K	Jun 30, 26	+7.16K	0.00%
Prime Capital Investment Advisors, LLC	13.78K	Jun 30, 26	-1.02M	0.00%
Atlanta Consulting Group Advisors, LLC	13.32K	Jun 30, 26	-573	0.00%
Sightline Wealth Advisors, LLC	13.15K	Jun 30, 26	+49	0.00%
MAIRS & POWER INC	12.88K	Jun 30, 26	--	0.00%
Key Capital Management, INC	12.77K	Jun 30, 26	+1.15K	0.00%
EverSource Wealth Advisors, LLC	12.54K	Jun 30, 26	+4.34K	0.00%
Rakuten Investment Management, Inc.	11.85K	Jun 30, 26	-14.62K	0.00%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11.51K	Jun 30, 26	+11.51K	0.00%
BluePath Capital Management, LLC	11.29K	Jun 30, 26	+3.62K	0.00%
Jordan Park Group LLC	11.10K	Jun 30, 26	--	0.00%
Aspect Partners, LLC	10.88K	Jun 30, 26	+1.29K	0.00%
Advyzon Investment Management, LLC	10.84K	Jun 30, 26	+1.58K	0.00%
Lido Advisors, LLC	10.80K	Jun 30, 26	+3.37K	0.00%
Mittelman Wealth Management	10.75K	Jun 30, 26	-7.84K	0.00%
ALTFEST L J & CO INC	10.69K	Jun 30, 26	-2.26K	0.00%
McAdam, LLC	10.61K	Jun 30, 26	+10.61K	0.00%
KICKSTAND VENTURES, LLC.	10.54K	Jun 30, 26	-13.54K	0.00%
H&H Retirement Design & Management INC	10.28K	Jun 30, 26	-20.54K	0.00%
Topsail Wealth Management, LLC	10.06K	Jun 30, 26	+3.13K	0.00%
ACUTE INVESTMENT ADVISORY, LLC	9.96K	Jun 30, 26	-601	0.00%
Shade Tree Advisors LLC	9.88K	Jun 30, 26	--	0.00%
D.B. Root & Company, LLC	9.85K	Jun 30, 26	+2.61K	0.00%
Wick Capital Partners, LLC	9.68K	Jun 30, 26	+345	0.00%
Arkadios Wealth Advisors	9.61K	Jun 30, 26	+425	0.00%
Mariner, LLC	9.39K	Jun 30, 26	-1.37K	0.00%
Valmark Advisers, Inc.	9.25K	Jun 30, 26	+3.79K	0.00%
Compass Ion Advisors, LLC	9.23K	Jun 30, 26	+1.57K	0.00%
Smartleaf Asset Management LLC	9.19K	Jun 30, 26	--	0.00%
Eagle Strategies LLC	9.17K	Jun 30, 26	-231	0.00%
Financial Engines Advisors L.L.C.	9.06K	Jun 30, 26	+740	0.00%
Vise Technologies, Inc.	8.93K	Jun 30, 26	+1.14K	0.00%
ARKANSAS FINANCIAL GROUP, INC.	8.90K	Jun 30, 26	+310	0.00%
TUDOR INVESTMENT CORP ET AL	8.67K	Jun 30, 26	+8.67K	0.00%
BAM Wealth Management, LLC	8.23K	Jun 30, 26	+301	0.00%
MITCHELL MCLEOD PUGH & WILLIAMS INC	8.22K	Jun 30, 26	+8.22K	0.00%
LifeWealth Investments, LLC	8.10K	Jun 30, 26	+944	0.00%
PINNEY & SCOFIELD, INC.	8.03K	Jun 30, 26	+1.82K	0.00%
Wedmont Private Capital	7.97K	Jun 30, 26	-1.08K	0.00%
Clarion Wealth Managment Partners, LLC	7.97K	Jun 30, 26	-1.97K	0.00%
Parallel Advisors, LLC	7.86K	Jun 30, 26	+6.58K	0.00%
LYNX CAPITAL GROUP LTD /ADV	7.76K	Jun 30, 26	-537	0.00%
Headlands Technologies LLC	7.72K	Jun 30, 26	+7.72K	0.00%
Kroeger Financial Partners	7.65K	Jun 30, 26	+7.65K	0.00%
BANK OF MONTREAL /CAN/	7.32K	Jun 30, 26	-19.76K	0.00%
Willis Johnson & Associates, Inc.	7.29K	Jun 30, 26	-2.89K	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	7.21K	Jun 30, 26	+1.57K	0.00%
Verdence Capital Advisors LLC	7.09K	Jun 30, 26	-211	0.00%
Weaver Consulting Group	7.07K	Jun 30, 26	+969	0.00%
CALTON & ASSOCIATES, INC.	6.83K	Jun 30, 26	-1.07K	0.00%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	6.80K	Jun 30, 26	--	0.00%
TSA Wealth Managment LLC	6.58K	Jun 30, 26	-12.80K	0.00%
Community Bank, N.A.	6.56K	Jun 30, 26	-352	0.00%
Affiance Financial, LLC	6.49K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	6.46K	Jun 30, 26	+2.64K	0.00%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	6.32K	Jun 30, 26	+6.32K	0.00%
Ameritas Advisory Services, LLC	6.15K	Jun 30, 26	+6.15K	0.00%
Ramiah Investment Group	6.04K	Jun 30, 26	+70	0.00%
HBW Advisory Services LLC	6.02K	Jun 30, 26	-437	0.00%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	5.95K	Jun 30, 26	-425	0.00%
Hilltop Holdings Inc.	5.93K	Jun 30, 26	-1.15K	0.00%
One Wealth Advisors, LLC	5.67K	Jun 30, 26	-2.41K	0.00%
Scarborough Advisors, LLC	5.66K	Jun 30, 26	-4.17K	0.00%
TRUEFG, LLC	5.64K	Jun 30, 26	+4	0.00%
Private Advisor Group, LLC	5.53K	Jun 30, 26	+143	0.00%
Equitable Holdings, Inc.	5.41K	Jun 30, 26	-35.41K	0.00%
MAI Capital Management	5.39K	Jun 30, 26	-982	0.00%
Atlas Legacy Advisors, LLC	5.36K	Jun 30, 26	-261	0.00%
ALEXANDER LABRUNERIE & CO., INC.	5.16K	Jun 30, 26	+77	0.00%
BENJAMIN EDWARDS INC	5.10K	Jun 30, 26	-100.40K	0.00%
B.O.S.S. Retirement Advisors, LLC	5.10K	Jun 30, 26	-510	0.00%
Nolet Wealth Management, LLC	5.09K	Jun 30, 26	--	0.00%
LIBERTY SQUARE WEALTH PARTNERS LLC	5.00K	Jun 30, 26	-2.79K	0.00%
Smith & Howard Wealth Management, LLC	5.00K	Jun 30, 26	+5.00K	0.00%
TME FINANCIAL, INC.	4.90K	Jun 30, 26	-535	0.00%
WESTBOURNE INVESTMENTS, INC.	4.88K	Jun 30, 26	--	0.00%
WJ Financial Advisors LLC	4.81K	Jun 30, 26	--	0.00%
Galvin, Gaustad & Stein, LLC	4.71K	Jun 30, 26	-25	0.00%
IMA Wealth, Inc.	4.61K	Jun 30, 26	+4.61K	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	4.58K	Jun 30, 26	+319	0.00%
EJMK Ventures LLC	4.47K	Jun 30, 26	-2.59K	0.00%
Advus Financial Partners, LLC	4.36K	Jun 30, 26	-125	0.00%
BEACON FINANCIAL GROUP	4.35K	Jun 30, 26	+4.35K	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4.32K	Jun 30, 26	+11	0.00%
Blom & Howell Financial Planning, Inc.	4.31K	Jun 30, 26	+4.31K	0.00%
Essential Partners LLC	4.30K	Jun 30, 26	-466	0.00%
PFG Advisors	4.27K	Jun 30, 26	-2.69K	0.00%
Calamos Wealth Management LLC	4.17K	Jun 30, 26	-1.88K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	4.16K	Jun 30, 26	-414	0.00%
BRIGHTON JONES LLC	4.10K	Jun 30, 26	+48	0.00%
BROWN ADVISORY INC	4.09K	Jun 30, 26	+19	0.00%
Legacy Advisors, LLC	4.04K	Jun 30, 26	+210	0.00%
KLCM Advisors, Inc.	4.04K	Jun 30, 26	+73	0.00%
FOUNDERS FINANCIAL SECURITIES LLC	4.03K	Jun 30, 26	+337	0.00%
Hippocratic Financial Advisors, LLC	3.99K	Jun 30, 26	+3.99K	0.00%
HARMONY ASSET MANAGEMENT LLC	3.94K	Jun 30, 26	+3.94K	0.00%
McKinley Carter Wealth Services, Inc.	3.91K	Jun 30, 26	+3.91K	0.00%
Foundations Investment Advisors, LLC	3.91K	Jun 30, 26	+3.91K	0.00%
Asset Allocation & Management Company, LLC	3.91K	Jun 30, 26	+3.91K	0.00%
Industrial Alliance Investment Management Inc.	3.91K	Jun 30, 26	+1.97K	0.00%
Auour Investments LLC	3.91K	Jun 30, 26	+61	0.00%
NBC SECURITIES, INC.	3.90K	Jun 30, 26	+457	0.00%
Peak Retirement Planning, Inc.	3.86K	Jun 30, 26	+3.86K	0.00%
Markowski Investments	3.79K	Jun 30, 26	+3.79K	0.00%
IFP Advisors, Inc	3.77K	Jun 30, 26	-2.04K	0.00%
RiverFront Investment Group, LLC	3.72K	Jun 30, 26	+3.72K	0.00%
Essex Savings Bank	3.71K	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	3.66K	Jun 30, 26	+3.66K	0.00%
Quest 10 Wealth Builders, Inc.	3.65K	Jun 30, 26	-124	0.00%
Whitegate Investment Counselors, Inc.	3.63K	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	3.56K	Jun 30, 26	+1.06K	0.00%
ANGELES WEALTH MANAGEMENT, LLC	3.39K	Jun 30, 26	+3.39K	0.00%
FRANKLIN RESOURCES INC	3.33K	Jun 30, 26	+1.95K	0.00%
GeoWealth Management, LLC	3.31K	Jun 30, 26	+337	0.00%
COUNTRY TRUST BANK	3.17K	Jun 30, 26	+3.17K	0.00%
TSFG, LLC	3.12K	Jun 30, 26	-20	0.00%
Decker Retirement Planning Inc.	2.68K	Jun 30, 26	+108	0.00%
Rialto Wealth Management, LLC	2.66K	Jun 30, 26	+1.99K	0.00%
Kingdom Financial Group LLC.	2.63K	Jun 30, 26	-213	0.00%
BLAIR WILLIAM & CO/IL	2.55K	Jun 30, 26	-304	0.00%
Dunhill Financial, LLC	2.38K	Jun 30, 26	+334	0.00%
FMR LLC	2.35K	Jun 30, 26	-207	0.00%
MONTAG A & ASSOCIATES INC	2.35K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	2.20K	Jun 30, 26	+845	0.00%
Wealth Enhancement Trust Services, Inc.	1.97K	Jun 30, 26	--	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	1.96K	Jun 30, 26	+1.96K	0.00%
NBT BANK N A /NY	1.93K	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	1.71K	Jun 30, 26	-1.14K	0.00%
WEBSTER BANK, N. A.	1.70K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	1.66K	Jun 30, 26	+742	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.63K	Jun 30, 26	+862	0.00%
Golden State Wealth Management, LLC	1.56K	Jun 30, 26	+1.49K	0.00%
Ares Financial Consulting, LLC	1.56K	Jun 30, 26	+18	0.00%
Raleigh Capital Management Inc.	1.53K	Jun 30, 26	+172	0.00%
Qube Research & Technologies Ltd	1.43K	Jun 30, 26	+1.27K	0.00%
HUNTINGTON NATIONAL BANK	1.34K	Jun 30, 26	+23	0.00%
Asset Dedication, LLC	1.32K	Jun 30, 26	+775	0.00%
Capital Investment Advisory Services, LLC	1.32K	Jun 30, 26	-24	0.00%
SRS Capital Advisors, Inc.	1.32K	Jun 30, 26	+1.17K	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	1.26K	Jun 30, 26	+240	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.19K	Jun 30, 26	-210	0.00%
FWL INVESTMENT MANAGEMENT, LLC	1.10K	Jun 30, 26	--	0.00%
ORG Wealth Partners, LLC	1.04K	Jun 30, 26	--	0.00%
Murphy & Mullick Capital Management Corp	905	Jun 30, 26	--	0.00%
Crews Bank & Trust	870	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	856	Jun 30, 26	--	0.00%
Capital Analysts, LLC	803	Jun 30, 26	+158	0.00%
TRUST CO OF VERMONT	776	Jun 30, 26	+776	0.00%
Hurley Capital, LLC	682	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	645	Jun 30, 26	+645	0.00%
GILPIN WEALTH MANAGEMENT, LLC	594	Jun 30, 26	+594	0.00%
FIRST HORIZON CORP	583	Jun 30, 26	--	0.00%
Bogart Wealth, LLC	565	Jun 30, 26	-48	0.00%
US BANCORP \DE\	556	Jun 30, 26	+124	0.00%
Rakuten Securities, Inc.	546	Jun 30, 26	-400	0.00%
REAP Financial Group, LLC	515	Jun 30, 26	-18	0.00%
Commonwealth Retirement Investments LLC	467	Jun 30, 26	+467	0.00%
Sellwood Consulting LLC	462	Jun 30, 26	+58	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	450	Jun 30, 26	--	0.00%
Washington Trust Advisors, Inc.	414	Jun 30, 26	--	0.00%
United Community Bank	408	Jun 30, 26	--	0.00%
Security National Bank	400	Jun 30, 26	--	0.00%
Addison Advisors LLC	361	Jun 30, 26	--	0.00%
Optiver Holding B.V.	357	Jun 30, 26	+357	0.00%
Larson Financial Group LLC	355	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	343	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	339	Jun 30, 26	+35	0.00%
SIGNATUREFD, LLC	339	Jun 30, 26	+8	0.00%
IFG Advisory, LLC	273	Jun 30, 26	+273	0.00%
Millstone Evans Group, LLC	271	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	242	Jun 30, 26	+242	0.00%
Montgomery Financial Services LLC	237	Jun 30, 26	+237	0.00%
Financial Gravity Companies, Inc.	219	Jun 30, 26	+219	0.00%
DUNCKER STREETT & CO INC	205	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	204	Jun 30, 26	--	0.00%
Networth Advisors, LLC	199	Jun 30, 26	-8	0.00%
SITTNER & NELSON, LLC	185	Jun 30, 26	+185	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	163	Jun 30, 26	+163	0.00%
FIRST COMMUNITY TRUST NA	156	Jun 30, 26	+47	0.00%
Spire Wealth Management	150	Jun 30, 26	-52	0.00%
Hilton Head Capital Partners, LLC	145	Jun 30, 26	-148	0.00%
Wilkerson Advisory Group LLC	141	Jun 30, 26	--	0.00%
Mosley Wealth Management	132	Jun 30, 26	-731	0.00%
Delos Wealth Advisors, LLC	126	Jun 30, 26	--	0.00%
Financial Network Wealth Advisors LLC	126	Jun 30, 26	--	0.00%
Measured Wealth Private Client Group, LLC	121	Jun 30, 26	+121	0.00%
Archer Investment Corp	98	Jun 30, 26	--	0.00%
CALDWELL SUTTER CAPITAL, INC.	86	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	80	Jun 30, 26	-2.44K	0.00%
Clean Yield Group	79	Jun 30, 26	+79	0.00%
AdvisorNet Financial, Inc	76	Jun 30, 26	-5	0.00%
Lodestone Wealth Management LLC	74	Jun 30, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	71	Jun 30, 26	--	0.00%
Investors Research Corp	66	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	64	Jun 30, 26	--	0.00%
FAS Wealth Partners, Inc.	60	Jun 30, 26	--	0.00%
Go Invest LLC	55	Jun 30, 26	+1	0.00%
Cornerstone Planning Group LLC	55	Jun 30, 26	-556	0.00%
MRP Capital Investments, LLC	51	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	48	Jun 30, 26	--	0.00%
CVA Family Office, LLC	41	Jun 30, 26	--	0.00%
BNP PARIBAS ARBITRAGE, SNC	35	Jun 30, 26	+35	0.00%
Timbuktu Capital Management, LLC	35	Jun 30, 26	+35	0.00%
Aventura Private Wealth, LLC	33	Jun 30, 26	-110	0.00%
Darwin Wealth Management, LLC	30	Jun 30, 26	+1	0.00%
Olistico Wealth, LLC	27	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	25	Jun 30, 26	+25	0.00%
Triumph Capital Management	21	Jun 30, 26	--	0.00%
Crewe Advisors LLC	18	Jun 30, 26	--	0.00%
Coastal Investment Advisors, Inc.	17	Jun 30, 26	+17	0.00%
Medallion Wealth Advisors, LLC	16	Jun 30, 26	-16	0.00%
Oakworth Capital, Inc.	14	Jun 30, 26	+14	0.00%
GILL CAPITAL PARTNERS, LLC	12	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	11	Jun 30, 26	+2	0.00%
SALEM INVESTMENT COUNSELORS INC	10	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6	Jun 30, 26	+6	0.00%
SYM FINANCIAL Corp	3	Jun 30, 26	+3	0.00%
AlphaCore Capital LLC	2	Jun 30, 26	--	0.00%
HFM Investment Advisors, LLC	1	Jun 30, 26	+1	0.00%
TD PRIVATE CLIENT WEALTH LLC	1	Jun 30, 26	--	0.00%
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-12.47K	--
Narwhal Capital Management	--	Jun 30, 26	-8.23K	--
SHP Wealth Management	--	Jun 30, 26	-140	--
HRT FINANCIAL LP	--	Jun 30, 26	-9.77K	--
Modern Wealth Management, LLC	--	Jun 30, 26	-4.40K	--
Global Assets Advisory, LLC	--	Jun 30, 26	-3.17K	--
Virtue Capital Management, LLC	--	Jun 30, 26	-58.24K	--
Newbridge Financial Services Group, Inc.	--	Jun 30, 26	-750	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-13.39K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-107	--
Gerber Kawasaki Wealth & Investment Management	--	Jun 30, 26	-2.18K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-3.90K	--
WealthShield Partners, LLC	--	Jun 30, 26	-15.08K	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.49K	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-62.04K	--
Westshore Wealth, LLC	--	Jun 30, 26	-180.50K	--
HARBOR CAPITAL ADVISORS, INC.	--	Jun 30, 26	-6.08K	--
TOMPKINS FINANCIAL CORP	--	Jun 30, 26	-391	--
TRANSCEND CAPITAL ADVISORS, LLC	--	Jun 30, 26	-3.97K	--
CVS HEALTH Corp	--	Jun 30, 26	-16.07K	--
CX Institutional	--	Jun 30, 26	-3.67K	--
SANDERS MORRIS HARRIS LLC	--	Jun 30, 26	-6.90K	--
Concurrent Investment Advisors, LLC	--	Jun 30, 26	-6.36K	--
TWIN PEAKS WEALTH ADVISORS, LLC	--	Jun 30, 26	-316	--
Calamos Advisors LLC	--	Jun 30, 26	-6.05K	--
Deane Retirement Strategies, Inc.	--	Jun 30, 26	-197	--
Golden State Equity Partners	--	Jun 30, 26	-5	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-2.15K	--
DHJJ Financial Advisors, Ltd.	--	Jun 30, 26	-79	--
Eqis Capital Management, Inc.	--	Jun 30, 26	-3.92K	--
WNY Asset Management, LLC	--	Jun 30, 26	-7.98K	--
Private Wealth Advisors, LLC	--	Jun 30, 26	-11.45K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.01K	--
SkyOak Wealth, LLC	--	Jun 30, 26	-3.86K	--
SOA Wealth Advisors, LLC.	--	Jun 30, 26	-15	--
SlateStone Wealth, LLC	--	Jun 30, 26	-6.46K	--
High Note Wealth, LLC	--	Jun 30, 26	-555	--
ALBION FINANCIAL GROUP /UT	--	Jun 30, 26	-119	--
Total Clarity Wealth Management, Inc.	--	Jun 30, 26	-106.13K	--
EXENCIAL WEALTH ADVISORS, LLC	141.05K	Mar 31, 26	-396	0.05%
Red Tortoise LLC	139.54K	Mar 31, 26	-6.93K	0.05%
Talon Private Wealth, LLC	16.45K	Mar 31, 26	+16.45K	0.01%
JOURNEY STRATEGIC WEALTH LLC	7.42K	Mar 31, 26	-1.37K	0.00%
U.S. Capital Wealth Advisors, LLC	4.73K	Mar 31, 26	-258.38K	0.00%
CWM, LLC	701	Mar 31, 26	-343	0.00%
Financial Gravity Asset Management, Inc.	246	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	117	Mar 31, 26	-22	0.00%
North Ridge Wealth Advisors, Inc.	5	Mar 31, 26	--	0.00%
COMERICA BANK	1.20M	Dec 31, 25	+136.22K	0.42%
O'Brien Wealth Partners LLC	191.39K	Dec 31, 25	+27.30K	0.07%
Capitolis Liquid Global Markets LLC	95.00K	Dec 31, 25	--	0.03%
Running Point Capital Advisors, LLC	26.94K	Dec 31, 25	+1.64K	0.01%
VANGUARD GROUP INC	16.10K	Dec 31, 25	+1.20K	0.01%
CIBC Private Wealth Group, LLC	81	Dec 31, 25	--	0.00%
New Millennium Group LLC	20	Dec 31, 25	--	0.00%
NICOLET ADVISORY SERVICES, LLC	--	Dec 31, 25	-3.69K	--
Full Sail Capital, LLC	274.85K	Sep 30, 25	-28.70K	0.10%
OAK HILL WEALTH ADVISORS, LLC	61.78K	Sep 30, 25	+3.71K	0.02%
Pineridge Advisors LLC	231	Sep 30, 25	-53	0.00%
Guerra Advisors Inc	51	Sep 30, 25	+51	0.00%
Nekton Capital Ltd.	--	Sep 30, 25	-58.26K	--
WETHERBY ASSET MANAGEMENT INC	--	Sep 30, 25	-5.32K	--
Bristlecone Advisors, LLC	--	Sep 30, 25	-474	--
AVANTAX ADVISORY SERVICES, INC.	47.32K	Jun 30, 25	-10.56K	0.02%
Moser Wealth Advisors, LLC	4.67K	Jun 30, 25	+14	0.00%
Atria Wealth Solutions, Inc.	4.17K	Jun 30, 25	-838	0.00%
First Horizon Advisors, Inc.	583	Jun 30, 25	--	0.00%
OLIVER LAGORE VANVALIN INVESTMENT GROUP	350	Jun 30, 25	+350	0.00%
Semmax Financial Advisors Inc.	264	Jun 30, 25	+124	0.00%
Iron Horse Wealth Management, LLC	200	Jun 30, 25	--	0.00%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	--	Jun 30, 25	-18.26K	--
Grant/GrossMendelsohn, LLC	41.28K	Mar 31, 25	-2.39K	0.01%
BluePointe Capital Management, LLC	8.04K	Mar 31, 25	-655	0.00%
Marcum Wealth, LLC	6.59K	Mar 31, 25	-166.02K	0.00%
Orion Portfolio Solutions, LLC	5.69K	Mar 31, 25	--	0.00%
Sandy Spring Bank	9	Mar 31, 25	+9	0.00%
Executive Wealth Management, LLC	161.62K	Dec 31, 24	+679	0.06%
WR Wealth Planners, LLC	141	Dec 31, 24	--	0.00%
Sanctuary Wealth Management, L.L.C.	51	Dec 31, 24	--	0.00%
LAKE STREET ADVISORS GROUP, LLC	--	Dec 31, 24	-5.85K	--
Raymond James Financial Services Advisors, Inc.	592.61K	Sep 30, 24	+257.79K	0.21%
SINECERA CAPITAL, LLC	72.17K	Sep 30, 24	--	0.03%
RAYMOND JAMES & ASSOCIATES	39.57K	Sep 30, 24	+11.59K	0.01%
GUARDIAN CAPITAL ADVISORS LP	13.00K	Sep 30, 24	+13.00K	0.00%
SpiderRock Advisors, LLC	10.38K	Sep 30, 24	+1.57K	0.00%
Peterson Financial Group, Inc.	2.81K	Sep 30, 24	+2.81K	0.00%
VitalStone Financial, LLC	715	Sep 30, 24	+7	0.00%
Carmichael Hill & Associates, Inc.	565	Sep 30, 24	--	0.00%
FinTrust Capital Advisors, LLC	5	Sep 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	92.20K	Jun 30, 24	+7.60K	0.03%
BUCKINGHAM STRATEGIC WEALTH, LLC	6.17K	Jun 30, 24	+479	0.00%
GIRARD PARTNERS LTD.	5.65K	Jun 30, 24	-3.24K	0.00%
ICA Group Wealth Management, LLC	15	Jun 30, 24	-160	0.00%
Manning & Napier Group, LLC	202.84K	Mar 31, 24	+576	0.07%
Crestone Asset Management LLC	131.97K	Mar 31, 24	-38.25K	0.05%
Starfox Financial Services, LLC	107.52K	Mar 31, 24	+24.62K	0.04%
Cetera Advisor Networks LLC	15.92K	Mar 31, 24	+8.32K	0.01%
Cetera Advisors LLC	5.99K	Mar 31, 24	+5.99K	0.00%
WEALTHSOURCE PARTNERS, LLC	49.70K	Dec 31, 23	+49.70K	0.02%
DFPG INVESTMENTS, LLC	22.27K	Dec 31, 23	+942	0.01%
First Ascent Asset Management, LLC	8.04K	Dec 31, 23	-477	0.00%
Bartlett & Co. LLC	2.29K	Dec 31, 23	+2.26K	0.00%
PATHSTONE FAMILY OFFICE, LLC	8.30K	Sep 30, 23	+8.30K	0.00%
EA Series Trust	74.53K	Jun 30, 23	+74.53K	0.03%
AJ WEALTH STRATEGIES, LLC	19.28K	Jun 30, 23	+19.28K	0.01%
First National Bank of South Miami	2.67K	Jun 30, 23	+599	0.00%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-918	--
Stone Asset Management Inc.	10.02K	Mar 31, 23	-4.97K	0.00%
Ahrens Investment Partners LLC	2.99K	Mar 31, 23	+2.99K	0.00%
Align Wealth Management, LLC	468.99K	Dec 31, 22	+468.99K	0.16%
TRUSTCORE FINANCIAL SERVICES, LLC	16	Dec 31, 22	+16	0.00%
American Portfolios Advisors	708	Sep 30, 22	-6.89K	0.00%
Spearhead Capital Advisors, LLC	--	Sep 30, 22	-14.76K	--
PARAMETRIC PORTFOLIO ASSOCIATES LLC	213.28K	Mar 31, 22	+295	0.07%
IndexIQ Advisors LLC	9.16K	Mar 31, 22	+9.16K	0.00%
NEXT Financial Group, Inc	11.24K	Dec 31, 21	+10.12K	0.00%
Clear Perspective Advisors, LLC	6.00K	Dec 31, 21	--	0.00%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-700	--
Cardan Capital Partners, LLC	211.51K	Sep 30, 21	+140.45K	0.07%
FIRST MERCANTILE TRUST CO	195.79K	Sep 30, 21	-29.48K	0.07%
CEDAR CAPITAL, LLC	12.68K	Sep 30, 21	-19.56K	0.00%
BHF RG Capital Inc.	--	Sep 30, 21	-4.63K	--
FormulaFolio Investments, LLC	521	Jun 30, 21	--	0.00%
Wealthsimple US, Ltd.	9.92K	Mar 31, 21	+9.92K	0.00%
OLD MISSION CAPITAL, LLC	3.77K	Dec 31, 20	+3.77K	0.00%
Global Financial Private Capital, Inc	1.73K	Jun 30, 20	-421	0.00%
BOYS ARNOLD & CO INC	3.29K	Mar 31, 20	+3.29K	0.00%
Advisor Group, Inc.	69.79K	Dec 31, 19	+8.15K	0.02%
LADENBURG THALMANN FINANCIAL SERVICES INC.	33.49K	Dec 31, 19	+26.41K	0.01%
Belvedere Advisors LLC	45	Jun 30, 19	-955	0.00%
AVIANCE CAPITAL MANAGEMENT, LLC	14.99K	Mar 31, 19	-2.83K	0.01%
NEXT Financial Holdings	3.04K	Mar 31, 19	+3.04K	0.00%
Visionary Asset Management, Inc.	3.89K	Dec 31, 18	-84	0.00%
HAYS ADVISORY LLC	104.28K	Sep 30, 18	-24.08K	0.04%
WealthShield, LLC	240	Dec 31, 17	+240	0.00%
Virtu KCG Holdings LLC	5.34K	Jun 30, 17	+5.34K	0.00%
Kernodle & Katon Asset Management Group, LLC	--	Mar 31, 17	-65	--
MSI Financial Services Inc	25.25K	Dec 31, 16	-3.56K	0.01%
Gupta Wealth Management LLC	85.27K	Mar 31, 16	-12.70K	0.03%
MANAGED ACCOUNT ADVISORS LLC	17.30K	Jun 30, 15	+7.50K	0.01%
Placemark Investments, Inc.	--	Dec 31, 14	-12.06K	--
UBS AG	10.07K	Sep 30, 14	+950	0.00%
Jane Street Holding, LLC	8.28K	Dec 31, 13	-1.63K	0.00%
KNIGHT CAPITAL GROUP LLC	--	Jun 30, 13	-22.54K	--

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Holder

Date

Change

% Held

Empower Advisory Group, LLC

16.92M

Jun 30, 26

+1.38M

5.89%

MORGAN STANLEY

12.24M

Jun 30, 26

+372.44K

4.26%

VOYA INVESTMENT MANAGEMENT LLC

9.42M

Jun 30, 26

+902.22K

3.28%

NEPC LLC

8.86M

Jun 30, 26

+457.79K

3.08%

AMERIPRISE FINANCIAL INC

7.16M

Jun 30, 26

+240.50K

2.49%

BANK OF AMERICA CORP /DE/

5.25M

Jun 30, 26

-13.95K

1.83%

Cassaday & Co Wealth Management LLC

4.00M

Jun 30, 26

-866.32K

1.39%

ENVESTNET ASSET MANAGEMENT INC

3.53M

Jun 30, 26

+762.41K

1.23%

MANNING & NAPIER ADVISORS LLC

3.08M

Jun 30, 26

+2.43M

1.07%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

2.73M

Jun 30, 26

+41.88K

0.95%

LPL Financial LLC

2.53M

Jun 30, 26

+237.15K

0.88%

Mirae Asset Global Investments Co., Ltd.

1.94M

Jun 30, 26

-435.11K

0.68%

Treasurer of the State of North Carolina

1.82M

Jun 30, 26

+1.82M

0.63%

Annex Advisory Services, LLC

1.63M

Jun 30, 26

+1.61M

0.57%

Strategic Financial Services, Inc,

1.34M

Jun 30, 26

+28.09K

0.47%

Hamilton Capital Partners Inc.

1.11M

Jun 30, 26

+41.83K

0.38%

UBS Group AG

1.11M

Jun 30, 26

-11.66K

0.38%

SCS Capital Management LLC

1.09M

Jun 30, 26

+70.67K

0.38%

CI Private Wealth, LLC

1.09M

Jun 30, 26

-454.94K

0.38%

Rainwater Charitable Foundation

1.07M

Jun 30, 26

+184.65K

0.37%

TRUIST FINANCIAL CORP

1.01M

Jun 30, 26

-42.96K

0.35%

Bank of New York Mellon Corp

967.46K

Jun 30, 26

+100.38K

0.34%

RAYMOND JAMES FINANCIAL INC

921.38K

Jun 30, 26

+117.26K

0.32%

JPMORGAN CHASE & CO

891.78K

Jun 30, 26

+206.95K

0.31%

CITIGROUP INC

843.87K

Jun 30, 26

+11.78K

0.29%

WELLS FARGO & COMPANY/MN

843.30K

Jun 30, 26

+51.79K

0.29%

Barry Investment Advisors, LLC

752.01K

Jun 30, 26

+24.47K

0.26%

TIFF ADVISORY SERVICES INC

748.53K

Jun 30, 26

-618

0.26%

ASSETMARK, INC

726.06K

Jun 30, 26

-76.41K

0.25%

Forum Financial Management, LP

698.52K

Jun 30, 26

-197.69K

0.24%

Facet Wealth, Inc.

696.80K

Jun 30, 26

+92.04K

0.24%

Colony Group, LLC

680.04K

Jun 30, 26

-15.57K

0.24%

Quadratic Capital Management LLC

665.75K

Jun 30, 26

+559.92K

0.23%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

640.00K

Jun 30, 26

0.22%

Rockefeller Capital Management L.P.

512.19K

Jun 30, 26

+6.59K

0.18%

Tortoise Investment Management, LLC

495.85K

Jun 30, 26

+57.20K

0.17%

Checchi Capital Advisers, LLC

494.12K

Jun 30, 26

+49.31K

0.17%

GOLDMAN SACHS GROUP INC

475.92K

Jun 30, 26

-223.31K

0.17%

FIRST FINANCIAL BANKSHARES INC

433.14K

Jun 30, 26

+12.67K

0.15%

Klaas Financial Asset Advisors, LLC

429.60K

Jun 30, 26

+35.76K

0.15%

PRINCIPAL SECURITIES, INC.

421.25K

Jun 30, 26

+25.96K

0.15%

GenWealth Group, Inc.

414.33K

Jun 30, 26

+20.49K

0.14%

NATIONAL BANK OF CANADA /FI/

392.19K

Jun 30, 26

-14.61K

0.14%

GTS SECURITIES LLC

371.07K

Jun 30, 26

+371.07K

0.13%

RETIREMENT FINANCIAL SOLUTIONS, LLC

367.01K

Jun 30, 26

+48.60K

0.13%

Gleason Group, Inc.

359.95K

Jun 30, 26

+4.23K

0.13%

Harvest Portfolios Group Inc.

358.56K

Jun 30, 26

-134.77K

0.12%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

356.03K

Jun 30, 26

+33.43K

0.12%

Wealthfront Advisers LLC

348.67K

Jun 30, 26

-117.13K

0.12%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

342.50K

Jun 30, 26

+8.19K

0.12%

Betterment LLC

335.75K

Jun 30, 26

-9.52K

0.12%

ROYAL BANK OF CANADA

329.78K

Jun 30, 26

-156.75K

0.11%

FINANCIAL LIFE ADVISORS

309.81K

Jun 30, 26

+16.93K

0.11%

WLTH Capital Management, LLC

309.74K

Jun 30, 26

+15.97K

0.11%

Allworth Financial LP

305.84K

Jun 30, 26

-23.72K

0.11%

Vident Advisory, LLC

301.08K

Jun 30, 26

+76.74K

0.10%

HighTower Advisors, LLC

297.97K

Jun 30, 26

+9.90K

0.10%

Professional Financial Management, Inc.

293.91K

Jun 30, 26

+50.10K

0.10%

NOTTINGHAM ADVISORS, INC.

290.32K

Jun 30, 26

-112.53K

0.10%

Penserra Capital Management LLC

277.97K

Jun 30, 26

-79.67K

0.10%

KEYBANK NATIONAL ASSOCIATION/OH

273.04K

Jun 30, 26

+8.70K

0.10%

NewEdge Advisors, LLC

268.34K

Jun 30, 26

+241.28K

0.09%

Cambridge Investment Research Advisors, Inc.

265.43K

Jun 30, 26

+141.75K

0.09%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

264.30K

Jun 30, 26

0.09%

JOHNSON INVESTMENT COUNSEL INC

248.84K

Jun 30, 26

-2.07K

0.09%

NorthRock Partners, LLC

234.98K

Jun 30, 26

-4.94K

0.08%

Aurelius Family Office LLC

234.90K

Jun 30, 26

+16.40K

0.08%

AE Wealth Management LLC

233.89K

Jun 30, 26

-13.82K

0.08%

Baird Financial Group, Inc.

232.48K

Jun 30, 26

-41.71K

0.08%

Jump Financial, LLC

226.06K

Jun 30, 26

+148.40K

0.08%

Toroso Investments, LLC

225.70K

Jun 30, 26

+6.64K

0.08%

Warwick Investment Management, Inc.

223.67K

Jun 30, 26

+89.20K

0.08%

Cetera Investment Advisers

222.03K

Jun 30, 26

+112.24K

0.08%

Quadrature Capital Ltd

218.23K

Jun 30, 26

+218.23K

0.08%

Vestmark Advisory Solutions, Inc.

209.53K

Jun 30, 26

+5.78K

0.07%

MERCER GLOBAL ADVISORS INC /ADV

208.75K

Jun 30, 26

-137.99K

0.07%

NewEdge Wealth, LLC

208.22K

Jun 30, 26

+79.75K

0.07%

Diversify Advisory Services, LLC

208.12K

Jun 30, 26

+208.12K

0.07%

DIVERSIFY WEALTH MANAGEMENT, LLC

208.12K

Jun 30, 26

+27.93K

0.07%

Mount Yale Investment Advisors, LLC

207.07K

Jun 30, 26

+2.95K

0.07%

Beacon Pointe Advisors, LLC

204.62K

Jun 30, 26

-10.71K

0.07%

Ironwood Wealth Management, LLC.

202.85K

Jun 30, 26

-606.62K

0.07%

EP Wealth Advisors, LLC

200.58K

Jun 30, 26

+127.25K

0.07%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

192.69K

Jun 30, 26

-412.66K

0.07%

Morningstar Investment Management LLC

191.30K

Jun 30, 26

0.07%

VICUS CAPITAL

190.07K

Jun 30, 26

+1.79K

0.07%

Compass Advisory Group LLC

187.69K

Jun 30, 26

+11.47K

0.07%

Fisher Asset Management, LLC

187.41K

Jun 30, 26

-15.54K

0.07%

Federation des caisses Desjardins du Quebec

180.56K

Jun 30, 26

+6.19K

0.06%

COURIER CAPITAL LLC

176.43K

Jun 30, 26

+21.84K

0.06%

Global Retirement Partners, LLC

164.48K

Jun 30, 26

+164.48K

0.06%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

157.46K

Jun 30, 26

+12.61K

0.05%

Rinkey Investments

149.29K

Jun 30, 26

+3.58K

0.05%

Focus Financial Network, Inc.

147.53K

Jun 30, 26

+57.41K

0.05%

BIP Wealth, LLC

147.02K

Jun 30, 26

+147.02K

0.05%

Savant Capital, LLC

143.85K

Jun 30, 26

+143.85K

0.05%

Hennion & Walsh Asset Management, Inc.

143.35K

Jun 30, 26

+6.97K

0.05%

ADVISOR GROUP HOLDINGS, INC.

142.83K

Jun 30, 26

+19.36K

0.05%

Towneley Capital Management, Inc / DE

142.55K

Jun 30, 26

+2.57K

0.05%

Janney Montgomery Scott LLC

141.37K

Jun 30, 26

+141.37K

0.05%

INSIGHT 2811, INC.

137.02K

Jun 30, 26

+1.77K

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

134.46K

Jun 30, 26

+7.16K

0.05%

FIRST NATIONAL TRUST CO

132.85K

Jun 30, 26

+6.41K

0.05%

Summit Financial, LLC

129.38K

Jun 30, 26

+5.32K

0.05%

BANK OF HAWAII

127.95K

Jun 30, 26

+11.91K

0.04%

Tandem Financial, LLC

119.00K

Jun 30, 26

-1.67K

0.04%

S. R. Schill & Associates

118.47K

Jun 30, 26

+13.63K

0.04%

MATHER GROUP, LLC.

117.95K

Jun 30, 26

-20.28K

0.04%

Buck Wealth Strategies, LLC

113.31K

Jun 30, 26

+113.31K

0.04%

Hirtle Callaghan & Co LLC

113.24K

Jun 30, 26

-9.75K

0.04%

Ackerman Capital Advisors, LLC

109.44K

Jun 30, 26

-2.91K

0.04%

IPG Investment Advisors LLC

109.17K

Jun 30, 26

0.04%

MML INVESTORS SERVICES, LLC

106.23K

Jun 30, 26

+33.75K

0.04%

Signal Advisors Wealth, LLC

102.37K

Jun 30, 26

+28.45K

0.04%

Ronald Blue Trust, Inc.

102.26K

Jun 30, 26

+4.10K

0.04%

PROSPERITY BANCSHARES INC

100.70K

Jun 30, 26

+10.06K

0.04%

GREENWOOD CAPITAL ASSOCIATES LLC

100.48K

Jun 30, 26

+5.40K

0.03%

American National Bank of Texas

100.33K

Jun 30, 26

+2.59K

0.03%

DAVENPORT & Co LLC

95.92K

Jun 30, 26

+33.11K

0.03%

HARBOUR INVESTMENTS, INC.

95.34K

Jun 30, 26

+4.33K

0.03%

Gladwyn Financial Advisors, Inc.

92.60K

Jun 30, 26

+7.84K

0.03%

iA Global Asset Management Inc.

90.80K

Jun 30, 26

+90.80K

0.03%

Cerity Partners LLC

88.04K

Jun 30, 26

-6.45K

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

87.19K

Jun 30, 26

+3.21K

0.03%

Resources Investment Advisors, LLC.

86.97K

Jun 30, 26

-31.11K

0.03%

Balanced Rock Investment Advisor

85.61K

Jun 30, 26

+51.04K

0.03%

FIDUCIARY FINANCIAL GROUP, LLC

84.83K

Jun 30, 26

+29.97K

0.03%

Snowden Capital Advisors LLC

84.60K

Jun 30, 26

+8.63K

0.03%

Kensington Asset Management, LLC

83.74K

Jun 30, 26

+13.82K

0.03%

SCOTIA CAPITAL INC.

83.71K

Jun 30, 26

+83.71K

0.03%

Skyline Advisors, Inc.

83.62K

Jun 30, 26

+19.29K

0.03%

LIBERTY WEALTH MANAGEMENT LLC

83.55K

Jun 30, 26

0.03%

CreativeOne Wealth, LLC

83.54K

Jun 30, 26

+30.81K

0.03%

Cresset Asset Management, LLC

82.66K

Jun 30, 26

-2.29K

0.03%

KITCHING PARTNERS, LLC

82.57K

Jun 30, 26

+1.99K

0.03%

JONES FINANCIAL COMPANIES LLLP

80.22K

Jun 30, 26

+6.91K

0.03%

STIFEL FINANCIAL CORP

79.21K

Jun 30, 26

-427

0.03%

Versant Capital Management, Inc

78.83K

Jun 30, 26

+7.24K

0.03%

Bell Investment Advisors, Inc

77.44K

Jun 30, 26

-61.99K

0.03%

BlackRock, Inc.

76.47K

Jun 30, 26

+65.54K

0.03%

Act Two Investors LLC

74.53K

Jun 30, 26

-23.30K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

74.14K

Jun 30, 26

+41.69K

0.03%

LeConte Wealth Management, LLC

74.10K

Jun 30, 26

+701

0.03%

Forthright Family Wealth Advisory LLC

73.58K

Jun 30, 26

+8.73K

0.03%

Walkner Condon Financial Advisors LLC

73.57K

Jun 30, 26

-28

0.03%

True North Advisors, LLC

71.29K

Jun 30, 26

-5.15K

0.02%

COMMERCE BANK

68.68K

Jun 30, 26

-1.69K

0.02%

Perigon Wealth Management, LLC

67.05K

Jun 30, 26

+7.75K

0.02%

VestGen Advisors, LLC

66.82K

Jun 30, 26

+246

0.02%

IHT Wealth Management, LLC

63.97K

Jun 30, 26

+30.57K

0.02%

Silverleafe Capital Partners, LLC

61.38K

Jun 30, 26

+61.38K

0.02%

WBH ADVISORY INC

60.90K

Jun 30, 26

-8.92K

0.02%

REGIONS FINANCIAL CORP

60.00K

Jun 30, 26

+514

0.02%

Miller Financial Services LLC

59.90K

Jun 30, 26

+7.61K

0.02%

NOMURA ASSET MANAGEMENT CO LTD

57.20K

Jun 30, 26

+57.20K

0.02%

SMART Wealth LLC

54.05K

Jun 30, 26

-3.35K

0.02%

AQR CAPITAL MANAGEMENT LLC

53.66K

Jun 30, 26

-5.50K

0.02%

CITADEL ADVISORS LLC

52.77K

Jun 30, 26

+37.55K

0.02%

SBI Securities Co., Ltd.

50.67K

Jun 30, 26

-4.74K

0.02%

QUATTRO FINANCIAL ADVISORS LLC

50.56K

Jun 30, 26

+8.26K

0.02%

Empowered Funds, LLC

49.20K

Jun 30, 26

-17.34K

0.02%

Transcendent Capital Group LLC

47.58K

Jun 30, 26

+2.28K

0.02%

Axiom Financial Strategies, LLC

46.27K

Jun 30, 26

+1.18K

0.02%

THRIVENT FINANCIAL FOR LUTHERANS

44.32K

Jun 30, 26

-2.27K

0.02%

Graetz Wealth LLC

42.93K

Jun 30, 26

+6.55K

0.01%

WFA of San Diego, LLC

42.63K

Jun 30, 26

+4.78K

0.01%

Flatrock Wealth Partners LLC

42.31K

Jun 30, 26

+9.02K

0.01%

JAMES INVESTMENT RESEARCH INC

42.22K

Jun 30, 26

-3.55K

0.01%

Kings Path Partners LLC

41.64K

Jun 30, 26

+2.28K

0.01%

JANE STREET GROUP, LLC

41.17K

Jun 30, 26

-188.19K

0.01%

CATALYST PRIVATE WEALTH, LLC

40.68K

Jun 30, 26

+7.71K

0.01%

Farther Finance Advisors, LLC

39.46K

Jun 30, 26

+2.22K

0.01%

Thrive Capital Management, LLC

38.56K

Jun 30, 26

+14

0.01%

LAUREL OAK WEALTH MANAGEMENT, LLC

38.20K

Jun 30, 26

-10.55K

0.01%

Simplicity Wealth,LLC

37.50K

Jun 30, 26

+962

0.01%

WEST CHESTER CAPITAL ADVISORS, INC

36.50K

Jun 30, 26

-23.28K

0.01%

PACIFIC FINANCIAL GROUP INC

35.46K

Jun 30, 26

+13.31K

0.01%

Brindle & Bay Financial Advisors, LLC

34.52K

Jun 30, 26

-1.36K

0.01%

Creative Planning

34.12K

Jun 30, 26

+13.82K

0.01%

Brookstone Capital Management

32.93K

Jun 30, 26

-2.69K

0.01%

FLAGSHIP WEALTH ADVISORS, LLC

32.54K

Jun 30, 26

-41.74K

0.01%

FIFTH THIRD BANCORP

32.39K

Jun 30, 26

-1.18M

0.01%

Manhattan West Asset Management, LLC

31.72K

Jun 30, 26

-3.27K

0.01%

Werba Rubin Papier Wealth Management

31.05K

Jun 30, 26

+14.38K

0.01%

Pathstone Holdings, LLC

30.96K

Jun 30, 26

+30.96K

0.01%

PARK AVENUE SECURITIES LLC

30.95K

Jun 30, 26

+30.95K

0.01%

Savvy Advisors, Inc.

30.89K

Jun 30, 26

+2.76K

0.01%

Marion Wealth Management

30.48K

Jun 30, 26

+1.11K

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

30.26K

Jun 30, 26

-15.01K

0.01%

SVRN Asset Management, LLC

29.58K

Jun 30, 26

-200

0.01%

Bryn Mawr Capital Management, LLC

29.41K

Jun 30, 26

+3.66K

0.01%

Legacy Wealth Asset Management, LLC

29.11K

Jun 30, 26

+1.38K

0.01%

GOULD ASSET MANAGEMENT LLC /CA/

28.58K

Jun 30, 26

-8.04K

0.01%

Waverly Advisors, LLC

27.55K

Jun 30, 26

-289

0.01%

Glass Jacobson Investment Advisors llc

26.57K

Jun 30, 26

+1.81K

0.01%

FLOW TRADERS U.S. LLC

26.15K

Jun 30, 26

-63.67K

0.01%

FIDUCIARY FINANCIAL ADVISORS

25.88K

Jun 30, 26

+25.88K

0.01%

Dynamic Advisor Solutions LLC

25.18K

Jun 30, 26

-36

0.01%

Tower Research Capital LLC (TRC)

24.36K

Jun 30, 26

+11.64K

0.01%

Clarity Wealth Advisors, LLC

24.03K

Jun 30, 26

+24.03K

0.01%

Kestra Advisory Services, LLC

23.92K

Jun 30, 26

+3.91K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

23.56K

Jun 30, 26

+23.56K

0.01%

Titan Investment Management LLC

22.99K

Jun 30, 26

+863

0.01%

Compagnie Lombard Odier SCmA

22.88K

Jun 30, 26

-4.49K

0.01%

Lord & Richards Wealth Management, LLC

22.79K

Jun 30, 26

+1.38K

0.01%

ALESCO ADVISORS LLC

22.71K

Jun 30, 26

0.01%

One Day In July LLC

22.61K

Jun 30, 26

-3.79K

0.01%

Coppell Advisory Solutions LLC

21.92K

Jun 30, 26

+21.92K

0.01%

Cambria Investment Management, L.P.

21.78K

Jun 30, 26

+795

0.01%

Atria Investments, Inc

20.20K

Jun 30, 26

+20.20K

0.01%

Asset One Wealth Management LLC

20.04K

Jun 30, 26

+20.04K

0.01%

Kingsview Wealth Management, LLC

19.76K

Jun 30, 26

+15.28K

0.01%

Oakmont Advisory Group, LLC

19.68K

Jun 30, 26

-1.28K

0.01%

Mayflower Financial Advisors, LLC

19.41K

Jun 30, 26

-17.02K

0.01%

HICKS CAPITAL MANAGEMENT LLC

19.23K

Jun 30, 26

+426

0.01%

VANGUARD ADVISERS INC

18.73K

Jun 30, 26

+2.16K

0.01%

NWAM LLC

18.61K

Jun 30, 26

+9.17K

0.01%

Ashton Thomas Private Wealth, LLC

18.37K

Jun 30, 26

+5.76K

0.01%

Pensionmark Financial Group, LLC

18.34K

Jun 30, 26

-2.21K

0.01%

Holistic Planning, LLC

17.98K

Jun 30, 26

+4.53K

0.01%

CoreCap Advisors, LLC

17.86K

Jun 30, 26

+27

0.01%

TWO SIGMA SECURITIES, LLC

17.70K

Jun 30, 26

+7.20K

0.01%

Tailwinds Wealth, LLC

17.06K

Jun 30, 26

+17.06K

0.01%

M&T BANK CORP

16.83K

Jun 30, 26

+16.83K

0.01%

Estate Counselors, LLC

16.39K

Jun 30, 26

+7.06K

0.01%

Verity Asset Management, Inc.

15.97K

Jun 30, 26

-1.53K

0.01%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

15.87K

Jun 30, 26

-171

0.01%

Fund Evaluation Group, LLC

15.84K

Jun 30, 26

0.01%

MARIPAU WEALTH MANAGEMENT LLC

15.51K

Jun 30, 26

+2.14K

0.01%

Kestra Investment Management, LLC

15.17K

Jun 30, 26

+15.17K

0.01%

RHS Financial, LLC

14.96K

Jun 30, 26

-107.89K

0.01%

Envestnet Portfolio Solutions, Inc.

14.87K

Jun 30, 26

+14.87K

0.01%

PFG Investments, LLC

14.86K

Jun 30, 26

+222

0.01%

Independence Bank of Kentucky

14.79K

Jun 30, 26

-600

0.01%

Sanctuary Advisors, LLC

14.77K

Jun 30, 26

+520

0.01%

Ranch Capital Advisors Inc.

14.47K

Jun 30, 26

-41

0.01%

Orcam Financial Group

14.38K

Jun 30, 26

+112

0.01%

Edgestream Partners, L.P.

14.27K

Jun 30, 26

+14.27K

0.00%

ENTRUST FINANCIAL LLC

13.79K

Jun 30, 26

-2.57K

0.00%

Integrated Wealth Concepts LLC

13.79K

Jun 30, 26

+7.16K

0.00%

Prime Capital Investment Advisors, LLC

13.78K

Jun 30, 26

-1.02M

0.00%

Atlanta Consulting Group Advisors, LLC

13.32K

Jun 30, 26

-573

0.00%

Sightline Wealth Advisors, LLC

13.15K

Jun 30, 26

+49

0.00%

MAIRS & POWER INC

12.88K

Jun 30, 26

0.00%

Key Capital Management, INC

12.77K

Jun 30, 26

+1.15K

0.00%

EverSource Wealth Advisors, LLC

12.54K

Jun 30, 26

+4.34K

0.00%

Rakuten Investment Management, Inc.

11.85K

Jun 30, 26

-14.62K

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

11.51K

Jun 30, 26

+11.51K

0.00%

BluePath Capital Management, LLC

11.29K

Jun 30, 26

+3.62K

0.00%

Jordan Park Group LLC

11.10K

Jun 30, 26

0.00%

Aspect Partners, LLC

10.88K

Jun 30, 26

+1.29K

0.00%

Advyzon Investment Management, LLC

10.84K

Jun 30, 26

+1.58K

0.00%

Lido Advisors, LLC

10.80K

Jun 30, 26

+3.37K

0.00%

Mittelman Wealth Management

10.75K

Jun 30, 26

-7.84K

0.00%

ALTFEST L J & CO INC

10.69K

Jun 30, 26

-2.26K

0.00%

McAdam, LLC

10.61K

Jun 30, 26

+10.61K

0.00%

KICKSTAND VENTURES, LLC.

10.54K

Jun 30, 26

-13.54K

0.00%

H&H Retirement Design & Management INC

10.28K

Jun 30, 26

-20.54K

0.00%

Topsail Wealth Management, LLC

10.06K

Jun 30, 26

+3.13K

0.00%

ACUTE INVESTMENT ADVISORY, LLC

9.96K

Jun 30, 26

-601

0.00%

Shade Tree Advisors LLC

9.88K

Jun 30, 26

0.00%

D.B. Root & Company, LLC

9.85K

Jun 30, 26

+2.61K

0.00%

Wick Capital Partners, LLC

9.68K

Jun 30, 26

+345

0.00%

Arkadios Wealth Advisors

9.61K

Jun 30, 26

+425

0.00%

Mariner, LLC

9.39K

Jun 30, 26

-1.37K

0.00%

Valmark Advisers, Inc.

9.25K

Jun 30, 26

+3.79K

0.00%

Compass Ion Advisors, LLC

9.23K

Jun 30, 26

+1.57K

0.00%

Smartleaf Asset Management LLC

9.19K

Jun 30, 26

0.00%

Eagle Strategies LLC

9.17K

Jun 30, 26

-231

0.00%

Financial Engines Advisors L.L.C.

9.06K

Jun 30, 26

+740

0.00%

Vise Technologies, Inc.

8.93K

Jun 30, 26

+1.14K

0.00%

ARKANSAS FINANCIAL GROUP, INC.

8.90K

Jun 30, 26

+310

0.00%

TUDOR INVESTMENT CORP ET AL

8.67K

Jun 30, 26

+8.67K

0.00%

BAM Wealth Management, LLC

8.23K

Jun 30, 26

+301

0.00%

MITCHELL MCLEOD PUGH & WILLIAMS INC

8.22K

Jun 30, 26

+8.22K

0.00%

LifeWealth Investments, LLC

8.10K

Jun 30, 26

+944

0.00%

PINNEY & SCOFIELD, INC.

8.03K

Jun 30, 26

+1.82K

0.00%

Wedmont Private Capital

7.97K

Jun 30, 26

-1.08K

0.00%

Clarion Wealth Managment Partners, LLC

7.97K

Jun 30, 26

-1.97K

0.00%

Parallel Advisors, LLC

7.86K

Jun 30, 26

+6.58K

0.00%

LYNX CAPITAL GROUP LTD /ADV

7.76K

Jun 30, 26

-537

0.00%

Headlands Technologies LLC

7.72K

Jun 30, 26

+7.72K

0.00%

Kroeger Financial Partners

7.65K

Jun 30, 26

+7.65K

0.00%

BANK OF MONTREAL /CAN/

7.32K

Jun 30, 26

-19.76K

0.00%

Willis Johnson & Associates, Inc.

7.29K

Jun 30, 26

-2.89K

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

7.21K

Jun 30, 26

+1.57K

0.00%

Verdence Capital Advisors LLC

7.09K

Jun 30, 26

-211

0.00%

Weaver Consulting Group

7.07K

Jun 30, 26

+969

0.00%

CALTON & ASSOCIATES, INC.

6.83K

Jun 30, 26

-1.07K

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

6.80K

Jun 30, 26

0.00%

TSA Wealth Managment LLC

6.58K

Jun 30, 26

-12.80K

0.00%

Community Bank, N.A.

6.56K

Jun 30, 26

-352

0.00%

Affiance Financial, LLC

6.49K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

6.46K

Jun 30, 26

+2.64K

0.00%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

6.32K

Jun 30, 26

+6.32K

0.00%

Ameritas Advisory Services, LLC

6.15K

Jun 30, 26

+6.15K

0.00%

Ramiah Investment Group

6.04K

Jun 30, 26

+70

0.00%

HBW Advisory Services LLC

6.02K

Jun 30, 26

-437

0.00%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

5.95K

Jun 30, 26

-425

0.00%

Hilltop Holdings Inc.

5.93K

Jun 30, 26

-1.15K

0.00%

One Wealth Advisors, LLC

5.67K

Jun 30, 26

-2.41K

0.00%

Scarborough Advisors, LLC

5.66K

Jun 30, 26

-4.17K

0.00%

TRUEFG, LLC

5.64K

Jun 30, 26

0.00%

Private Advisor Group, LLC

5.53K

Jun 30, 26

+143

0.00%

Equitable Holdings, Inc.

5.41K

Jun 30, 26

-35.41K

0.00%

MAI Capital Management

5.39K

Jun 30, 26

-982

0.00%

Atlas Legacy Advisors, LLC

5.36K

Jun 30, 26

-261

0.00%

ALEXANDER LABRUNERIE & CO., INC.

5.16K

Jun 30, 26

+77

0.00%

BENJAMIN EDWARDS INC

5.10K

Jun 30, 26

-100.40K

0.00%

B.O.S.S. Retirement Advisors, LLC

5.10K

Jun 30, 26

-510

0.00%

Nolet Wealth Management, LLC

5.09K

Jun 30, 26

0.00%

LIBERTY SQUARE WEALTH PARTNERS LLC

5.00K

Jun 30, 26

-2.79K

0.00%

Smith & Howard Wealth Management, LLC

5.00K

Jun 30, 26

+5.00K

0.00%

TME FINANCIAL, INC.

4.90K

Jun 30, 26

-535

0.00%

WESTBOURNE INVESTMENTS, INC.

4.88K

Jun 30, 26

0.00%

WJ Financial Advisors LLC

4.81K

Jun 30, 26

0.00%

Galvin, Gaustad & Stein, LLC

4.71K

Jun 30, 26

-25

0.00%

IMA Wealth, Inc.

4.61K

Jun 30, 26

+4.61K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

4.58K

Jun 30, 26

+319

0.00%

EJMK Ventures LLC

4.47K

Jun 30, 26

-2.59K

0.00%

Advus Financial Partners, LLC

4.36K

Jun 30, 26

-125

0.00%

BEACON FINANCIAL GROUP

4.35K

Jun 30, 26

+4.35K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

4.32K

Jun 30, 26

+11

0.00%

Blom & Howell Financial Planning, Inc.

4.31K

Jun 30, 26

+4.31K

0.00%

Essential Partners LLC

4.30K

Jun 30, 26

-466

0.00%

PFG Advisors

4.27K

Jun 30, 26

-2.69K

0.00%

Calamos Wealth Management LLC

4.17K

Jun 30, 26

-1.88K

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

4.16K

Jun 30, 26

-414

0.00%

BRIGHTON JONES LLC

4.10K

Jun 30, 26

+48

0.00%

BROWN ADVISORY INC

4.09K

Jun 30, 26

+19

0.00%

Legacy Advisors, LLC

4.04K

Jun 30, 26

+210

0.00%

KLCM Advisors, Inc.

4.04K

Jun 30, 26

+73

0.00%

FOUNDERS FINANCIAL SECURITIES LLC

4.03K

Jun 30, 26

+337

0.00%

Hippocratic Financial Advisors, LLC

3.99K

Jun 30, 26

+3.99K

0.00%

HARMONY ASSET MANAGEMENT LLC

3.94K

Jun 30, 26

+3.94K

0.00%

McKinley Carter Wealth Services, Inc.

3.91K

Jun 30, 26

+3.91K

0.00%

Foundations Investment Advisors, LLC

3.91K

Jun 30, 26

+3.91K

0.00%

Asset Allocation & Management Company, LLC

3.91K

Jun 30, 26

+3.91K

0.00%

Industrial Alliance Investment Management Inc.

3.91K

Jun 30, 26

+1.97K

0.00%

Auour Investments LLC

3.91K

Jun 30, 26

+61

0.00%

NBC SECURITIES, INC.

3.90K

Jun 30, 26

+457

0.00%

Peak Retirement Planning, Inc.

3.86K

Jun 30, 26

+3.86K

0.00%

Markowski Investments

3.79K

Jun 30, 26

+3.79K

0.00%

IFP Advisors, Inc

3.77K

Jun 30, 26

-2.04K

0.00%

RiverFront Investment Group, LLC

3.72K

Jun 30, 26

+3.72K

0.00%

Essex Savings Bank

3.71K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

3.66K

Jun 30, 26

+3.66K

0.00%

Quest 10 Wealth Builders, Inc.

3.65K

Jun 30, 26

-124

0.00%

Whitegate Investment Counselors, Inc.

3.63K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

3.56K

Jun 30, 26

+1.06K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.39K

Jun 30, 26

+3.39K

0.00%

FRANKLIN RESOURCES INC

3.33K

Jun 30, 26

+1.95K

0.00%

GeoWealth Management, LLC

3.31K

Jun 30, 26

+337

0.00%

COUNTRY TRUST BANK

3.17K

Jun 30, 26

+3.17K

0.00%

TSFG, LLC

3.12K

Jun 30, 26

-20

0.00%

Decker Retirement Planning Inc.

2.68K

Jun 30, 26

+108

0.00%

Rialto Wealth Management, LLC

2.66K

Jun 30, 26

+1.99K

0.00%

Kingdom Financial Group LLC.

2.63K

Jun 30, 26

-213

0.00%

BLAIR WILLIAM & CO/IL

2.55K

Jun 30, 26

-304

0.00%

Dunhill Financial, LLC

2.38K

Jun 30, 26

+334

0.00%

FMR LLC

2.35K

Jun 30, 26

-207

0.00%

MONTAG A & ASSOCIATES INC

2.35K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

2.20K

Jun 30, 26

+845

0.00%

Wealth Enhancement Trust Services, Inc.

1.97K

Jun 30, 26

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

1.96K

Jun 30, 26

+1.96K

0.00%

NBT BANK N A /NY

1.93K

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

1.71K

Jun 30, 26

-1.14K

0.00%

WEBSTER BANK, N. A.

1.70K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.66K

Jun 30, 26

+742

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.63K

Jun 30, 26

+862

0.00%

Golden State Wealth Management, LLC

1.56K

Jun 30, 26

+1.49K

0.00%

Ares Financial Consulting, LLC

1.56K

Jun 30, 26

+18

0.00%

Raleigh Capital Management Inc.

1.53K

Jun 30, 26

+172

0.00%

Qube Research & Technologies Ltd

1.43K

Jun 30, 26

+1.27K

0.00%

HUNTINGTON NATIONAL BANK

1.34K

Jun 30, 26

+23

0.00%

Asset Dedication, LLC

1.32K

Jun 30, 26

+775

0.00%

Capital Investment Advisory Services, LLC

1.32K

Jun 30, 26

-24

0.00%

SRS Capital Advisors, Inc.

1.32K

Jun 30, 26

+1.17K

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

1.26K

Jun 30, 26

+240

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.19K

Jun 30, 26

-210

0.00%

FWL INVESTMENT MANAGEMENT, LLC

1.10K

Jun 30, 26

0.00%

ORG Wealth Partners, LLC

1.04K

Jun 30, 26

0.00%

Murphy & Mullick Capital Management Corp

905

Jun 30, 26

0.00%

Crews Bank & Trust

870

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

856

Jun 30, 26

0.00%

Capital Analysts, LLC

803

Jun 30, 26

+158

0.00%

TRUST CO OF VERMONT

776

Jun 30, 26

+776

0.00%

Hurley Capital, LLC

682

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

645

Jun 30, 26

+645

0.00%

GILPIN WEALTH MANAGEMENT, LLC

594

Jun 30, 26

+594

0.00%

FIRST HORIZON CORP

583

Jun 30, 26

0.00%

Bogart Wealth, LLC

565

Jun 30, 26

-48

0.00%

US BANCORP \DE\

556

Jun 30, 26

+124

0.00%

Rakuten Securities, Inc.

546

Jun 30, 26

-400

0.00%

REAP Financial Group, LLC

515

Jun 30, 26

-18

0.00%

Commonwealth Retirement Investments LLC

467

Jun 30, 26

+467

0.00%

Sellwood Consulting LLC

462

Jun 30, 26

+58

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

450

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

414

Jun 30, 26

0.00%

United Community Bank

408

Jun 30, 26

0.00%

Security National Bank

400

Jun 30, 26

0.00%

Addison Advisors LLC

361

Jun 30, 26

0.00%

Optiver Holding B.V.

357

Jun 30, 26

+357

0.00%

Larson Financial Group LLC

355

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

343

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

339

Jun 30, 26

+35

0.00%

SIGNATUREFD, LLC

339

Jun 30, 26

0.00%

IFG Advisory, LLC

273

Jun 30, 26

+273

0.00%

Millstone Evans Group, LLC

271

Jun 30, 26

0.00%

Continuum Advisory, LLC

242

Jun 30, 26

+242

0.00%

Montgomery Financial Services LLC

237

Jun 30, 26

+237

0.00%

Financial Gravity Companies, Inc.

219

Jun 30, 26

+219

0.00%

DUNCKER STREETT & CO INC

205

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

204

Jun 30, 26

0.00%

Networth Advisors, LLC

199

Jun 30, 26

-8

0.00%

SITTNER & NELSON, LLC

185

Jun 30, 26

+185

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

163

Jun 30, 26

+163

0.00%

FIRST COMMUNITY TRUST NA

156

Jun 30, 26

+47

0.00%

Spire Wealth Management

150

Jun 30, 26

-52

0.00%

Hilton Head Capital Partners, LLC

145

Jun 30, 26

-148

0.00%

Wilkerson Advisory Group LLC

141

Jun 30, 26

0.00%

Mosley Wealth Management

132

Jun 30, 26

-731

0.00%

Delos Wealth Advisors, LLC

126

Jun 30, 26

0.00%

Financial Network Wealth Advisors LLC

126

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

121

Jun 30, 26

+121

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

CALDWELL SUTTER CAPITAL, INC.

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

-2.44K

0.00%

Clean Yield Group

Jun 30, 26

+79

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

-5

0.00%

Lodestone Wealth Management LLC

Jun 30, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

Jun 30, 26

0.00%

Go Invest LLC

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-556

0.00%

MRP Capital Investments, LLC

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

CVA Family Office, LLC

Jun 30, 26

0.00%

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

+35

0.00%

Timbuktu Capital Management, LLC

Jun 30, 26

+35

0.00%

Aventura Private Wealth, LLC

Jun 30, 26

-110

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Olistico Wealth, LLC

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

+25

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Crewe Advisors LLC

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

+17

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

-16

0.00%

Oakworth Capital, Inc.

Jun 30, 26

+14

0.00%

GILL CAPITAL PARTNERS, LLC

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Jun 30, 26

0.00%

SYM FINANCIAL Corp

Jun 30, 26

0.00%

AlphaCore Capital LLC

Jun 30, 26

0.00%

HFM Investment Advisors, LLC

Jun 30, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

Jun 30, 26

0.00%

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-12.47K

Narwhal Capital Management

Jun 30, 26

-8.23K

SHP Wealth Management

Jun 30, 26

-140

HRT FINANCIAL LP

Jun 30, 26

-9.77K

Modern Wealth Management, LLC

Jun 30, 26

-4.40K

Global Assets Advisory, LLC

Jun 30, 26

-3.17K

Virtue Capital Management, LLC

Jun 30, 26

-58.24K

Newbridge Financial Services Group, Inc.

Jun 30, 26

-750

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-13.39K

Sound Income Strategies, LLC

Jun 30, 26

-107

Gerber Kawasaki Wealth & Investment Management

Jun 30, 26

-2.18K

EVOKE WEALTH, LLC

Jun 30, 26

-3.90K

WealthShield Partners, LLC

Jun 30, 26

-15.08K

Root Financial Partners, LLC

Jun 30, 26

-1.49K

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-62.04K

Westshore Wealth, LLC

Jun 30, 26

-180.50K

HARBOR CAPITAL ADVISORS, INC.

Jun 30, 26

-6.08K

TOMPKINS FINANCIAL CORP

Jun 30, 26

-391

TRANSCEND CAPITAL ADVISORS, LLC

Jun 30, 26

-3.97K

CVS HEALTH Corp

Jun 30, 26

-16.07K

CX Institutional

Jun 30, 26

-3.67K

SANDERS MORRIS HARRIS LLC

Jun 30, 26

-6.90K

Concurrent Investment Advisors, LLC

Jun 30, 26

-6.36K

TWIN PEAKS WEALTH ADVISORS, LLC

Jun 30, 26

-316

Calamos Advisors LLC

Jun 30, 26

-6.05K

Deane Retirement Strategies, Inc.

Jun 30, 26

-197

Golden State Equity Partners

Jun 30, 26

-5

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-2.15K

DHJJ Financial Advisors, Ltd.

Jun 30, 26

-79

Eqis Capital Management, Inc.

Jun 30, 26

-3.92K

WNY Asset Management, LLC

Jun 30, 26

-7.98K

Private Wealth Advisors, LLC

Jun 30, 26

-11.45K

Advisory Services Network, LLC

Jun 30, 26

-1.01K

SkyOak Wealth, LLC

Jun 30, 26

-3.86K

SOA Wealth Advisors, LLC.

Jun 30, 26

-15

SlateStone Wealth, LLC

Jun 30, 26

-6.46K

High Note Wealth, LLC

Jun 30, 26

-555

ALBION FINANCIAL GROUP /UT

Jun 30, 26

-119

Total Clarity Wealth Management, Inc.

Jun 30, 26

-106.13K

EXENCIAL WEALTH ADVISORS, LLC

141.05K

Mar 31, 26

-396

0.05%

Red Tortoise LLC

139.54K

Mar 31, 26

-6.93K

0.05%

Talon Private Wealth, LLC

16.45K

Mar 31, 26

+16.45K

0.01%

JOURNEY STRATEGIC WEALTH LLC

7.42K

Mar 31, 26

-1.37K

0.00%

U.S. Capital Wealth Advisors, LLC

4.73K

Mar 31, 26

-258.38K

0.00%

CWM, LLC

701

Mar 31, 26

-343

0.00%

Financial Gravity Asset Management, Inc.

246

Mar 31, 26

0.00%

McIlrath & Eck, LLC

117

Mar 31, 26

-22

0.00%

North Ridge Wealth Advisors, Inc.

Mar 31, 26

0.00%

COMERICA BANK

1.20M

Dec 31, 25

+136.22K

0.42%

O'Brien Wealth Partners LLC

191.39K

Dec 31, 25

+27.30K

0.07%

Capitolis Liquid Global Markets LLC

95.00K

Dec 31, 25

0.03%

Running Point Capital Advisors, LLC

26.94K

Dec 31, 25

+1.64K

0.01%

VANGUARD GROUP INC

16.10K

Dec 31, 25

+1.20K

0.01%

CIBC Private Wealth Group, LLC

Dec 31, 25

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

NICOLET ADVISORY SERVICES, LLC

Dec 31, 25

-3.69K

Full Sail Capital, LLC

274.85K

Sep 30, 25

-28.70K

0.10%

OAK HILL WEALTH ADVISORS, LLC

61.78K

Sep 30, 25

+3.71K

0.02%

Pineridge Advisors LLC

231

Sep 30, 25

-53

0.00%

Guerra Advisors Inc

Sep 30, 25

+51

0.00%

Nekton Capital Ltd.

Sep 30, 25

-58.26K

WETHERBY ASSET MANAGEMENT INC

Sep 30, 25

-5.32K

Bristlecone Advisors, LLC

Sep 30, 25

-474

AVANTAX ADVISORY SERVICES, INC.

47.32K

Jun 30, 25

-10.56K

0.02%

Moser Wealth Advisors, LLC

4.67K

Jun 30, 25

+14

0.00%

Atria Wealth Solutions, Inc.

4.17K

Jun 30, 25

-838

0.00%

First Horizon Advisors, Inc.

583

Jun 30, 25

0.00%

OLIVER LAGORE VANVALIN INVESTMENT GROUP

350

Jun 30, 25

+350

0.00%

Semmax Financial Advisors Inc.

264

Jun 30, 25

+124

0.00%

Iron Horse Wealth Management, LLC

200

Jun 30, 25

0.00%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Jun 30, 25

-18.26K

Grant/GrossMendelsohn, LLC

41.28K

Mar 31, 25

-2.39K

0.01%

BluePointe Capital Management, LLC

8.04K

Mar 31, 25

-655

0.00%

Marcum Wealth, LLC

6.59K

Mar 31, 25

-166.02K

0.00%

Orion Portfolio Solutions, LLC

5.69K

Mar 31, 25

0.00%

Sandy Spring Bank

Mar 31, 25

0.00%

Executive Wealth Management, LLC

161.62K

Dec 31, 24

+679

0.06%

WR Wealth Planners, LLC

141

Dec 31, 24

0.00%

Sanctuary Wealth Management, L.L.C.

Dec 31, 24

0.00%

LAKE STREET ADVISORS GROUP, LLC

Dec 31, 24

-5.85K

Raymond James Financial Services Advisors, Inc.

592.61K

Sep 30, 24

+257.79K

0.21%

SINECERA CAPITAL, LLC

72.17K

Sep 30, 24

0.03%

RAYMOND JAMES & ASSOCIATES

39.57K

Sep 30, 24

+11.59K

0.01%

GUARDIAN CAPITAL ADVISORS LP

13.00K

Sep 30, 24

+13.00K

0.00%

SpiderRock Advisors, LLC

10.38K

Sep 30, 24

+1.57K

0.00%

Peterson Financial Group, Inc.

2.81K

Sep 30, 24

+2.81K

0.00%

VitalStone Financial, LLC

715

Sep 30, 24

0.00%

Carmichael Hill & Associates, Inc.

565

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

Sep 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

92.20K

Jun 30, 24

+7.60K

0.03%

BUCKINGHAM STRATEGIC WEALTH, LLC

6.17K

Jun 30, 24

+479

0.00%

GIRARD PARTNERS LTD.

5.65K

Jun 30, 24

-3.24K

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-160

0.00%

Manning & Napier Group, LLC

202.84K

Mar 31, 24

+576

0.07%

Crestone Asset Management LLC

131.97K

Mar 31, 24

-38.25K

0.05%

Starfox Financial Services, LLC

107.52K

Mar 31, 24

+24.62K

0.04%

Cetera Advisor Networks LLC

15.92K

Mar 31, 24

+8.32K

0.01%

Cetera Advisors LLC

5.99K

Mar 31, 24

+5.99K

0.00%

WEALTHSOURCE PARTNERS, LLC

49.70K

Dec 31, 23

+49.70K

0.02%

DFPG INVESTMENTS, LLC

22.27K

Dec 31, 23

+942

0.01%

First Ascent Asset Management, LLC

8.04K

Dec 31, 23

-477

0.00%

Bartlett & Co. LLC

2.29K

Dec 31, 23

+2.26K

0.00%

PATHSTONE FAMILY OFFICE, LLC

8.30K

Sep 30, 23

+8.30K

0.00%

EA Series Trust

74.53K

Jun 30, 23

+74.53K

0.03%

AJ WEALTH STRATEGIES, LLC

19.28K

Jun 30, 23

+19.28K

0.01%

First National Bank of South Miami

2.67K

Jun 30, 23

+599

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-918

Stone Asset Management Inc.

10.02K

Mar 31, 23

-4.97K

0.00%

Ahrens Investment Partners LLC

2.99K

Mar 31, 23

+2.99K

0.00%

Align Wealth Management, LLC

468.99K

Dec 31, 22

+468.99K

0.16%

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 31, 22

+16

0.00%

American Portfolios Advisors

708

Sep 30, 22

-6.89K

0.00%

Spearhead Capital Advisors, LLC

Sep 30, 22

-14.76K

PARAMETRIC PORTFOLIO ASSOCIATES LLC

213.28K

Mar 31, 22

+295

0.07%

IndexIQ Advisors LLC

9.16K

Mar 31, 22

+9.16K

0.00%

NEXT Financial Group, Inc

11.24K

Dec 31, 21

+10.12K

0.00%

Clear Perspective Advisors, LLC

6.00K

Dec 31, 21

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

-700

Cardan Capital Partners, LLC

211.51K

Sep 30, 21

+140.45K

0.07%

FIRST MERCANTILE TRUST CO

195.79K

Sep 30, 21

-29.48K

0.07%

CEDAR CAPITAL, LLC

12.68K

Sep 30, 21

-19.56K

0.00%

BHF RG Capital Inc.

Sep 30, 21

-4.63K

FormulaFolio Investments, LLC

521

Jun 30, 21

0.00%

Wealthsimple US, Ltd.

9.92K

Mar 31, 21

+9.92K

0.00%

OLD MISSION CAPITAL, LLC

3.77K

Dec 31, 20

+3.77K

0.00%

Global Financial Private Capital, Inc

1.73K

Jun 30, 20

-421

0.00%

BOYS ARNOLD & CO INC

3.29K

Mar 31, 20

+3.29K

0.00%

Advisor Group, Inc.

69.79K

Dec 31, 19

+8.15K

0.02%

LADENBURG THALMANN FINANCIAL SERVICES INC.

33.49K

Dec 31, 19

+26.41K

0.01%

Belvedere Advisors LLC

Jun 30, 19

-955

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

14.99K

Mar 31, 19

-2.83K

0.01%

NEXT Financial Holdings

3.04K

Mar 31, 19

+3.04K

0.00%

Visionary Asset Management, Inc.

3.89K

Dec 31, 18

-84

0.00%

HAYS ADVISORY LLC

104.28K

Sep 30, 18

-24.08K

0.04%

WealthShield, LLC

240

Dec 31, 17

+240

0.00%

Virtu KCG Holdings LLC

5.34K

Jun 30, 17

+5.34K

0.00%

Kernodle & Katon Asset Management Group, LLC

Mar 31, 17

-65

MSI Financial Services Inc

25.25K

Dec 31, 16

-3.56K

0.01%

Gupta Wealth Management LLC

85.27K

Mar 31, 16

-12.70K

0.03%

MANAGED ACCOUNT ADVISORS LLC

17.30K

Jun 30, 15

+7.50K

0.01%

Placemark Investments, Inc.

Dec 31, 14

-12.06K

UBS AG

10.07K

Sep 30, 14

+950

0.00%

Jane Street Holding, LLC

8.28K

Dec 31, 13

-1.63K

0.00%

KNIGHT CAPITAL GROUP LLC

Jun 30, 13

-22.54K