Vanguard Global ex-U.S. Real Estate ETF(VNQI)

$44.95—Stale · unknown old

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Vanguard Global ex-U.S. Real Estate ETF(VNQI)

NASDAQ • Last print unknown ago

$44.95—Stale · unknown old

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VNQI(VNQI)

VNQI

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Institutional Ownership

Top 580 Institutional Holders

Holder	Shares	Date	Change	% Held
Empower Advisory Group, LLC	15.48M	Jun 30, 26	+911.50K	19.21%
Sixth Street Partners Management Company, L.P.	4.86M	Jun 30, 26	+4.86M	6.02%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4.86M	Jun 30, 26	-200.98K	6.02%
Ballentine Partners, LLC	1.58M	Jun 30, 26	+116	1.96%
Creative Planning	847.96K	Jun 30, 26	+82.20K	1.05%
ENVESTNET ASSET MANAGEMENT INC	839.99K	Jun 30, 26	-29.94K	1.04%
ASSETMARK, INC	794.53K	Jun 30, 26	+21.51K	0.99%
MORGAN STANLEY	738.25K	Jun 30, 26	-54.28K	0.92%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	717.75K	Jun 30, 26	-34.71K	0.89%
BANK OF AMERICA CORP /DE/	643.51K	Jun 30, 26	-92.97K	0.80%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	597.44K	Jun 30, 26	-15.17K	0.74%
M&T BANK CORP	556.08K	Jun 30, 26	+13.01K	0.69%
RAYMOND JAMES FINANCIAL INC	553.40K	Jun 30, 26	-47.93K	0.69%
MOLLER FINANCIAL SERVICES	511.17K	Jun 30, 26	+28.18K	0.63%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	500.02K	Jun 30, 26	+46.79K	0.62%
CHILTON CAPITAL MANAGEMENT LLC	449.63K	Jun 30, 26	+16.70K	0.56%
Chandler Asset Management, Inc.	446.50K	Jun 30, 26	+21.45K	0.55%
CI Private Wealth, LLC	378.35K	Jun 30, 26	-235.03K	0.47%
Savant Capital, LLC	341.17K	Jun 30, 26	+314.73K	0.42%
GOLDMAN SACHS GROUP INC	321.68K	Jun 30, 26	+132.73K	0.40%
UBS Group AG	311.23K	Jun 30, 26	+86.57K	0.39%
JANE STREET GROUP, LLC	300.03K	Jun 30, 26	+53.28K	0.37%
Betterment LLC	258.28K	Jun 30, 26	+73	0.32%
Payne Capital Management, LLC	237.57K	Jun 30, 26	+10.17K	0.29%
Cypress Point Wealth Management, LLC	216.17K	Jun 30, 26	+11.44K	0.27%
Rockwood Wealth Management, LLC	216.03K	Jun 30, 26	-4.50K	0.27%
JMG Financial Group, Ltd.	211.32K	Jun 30, 26	+2.32K	0.26%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	193.54K	Jun 30, 26	+27.92K	0.24%
LPL Financial LLC	179.54K	Jun 30, 26	+5.38K	0.22%
Mason Investment Advisory Services, Inc.	175.71K	Jun 30, 26	+15.58K	0.22%
COUNTRY TRUST BANK	163.47K	Jun 30, 26	+2.84K	0.20%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	152.06K	Jun 30, 26	-1.78K	0.19%
Marathon Strategic Advisors, LLC	135.85K	Jun 30, 26	+6.51K	0.17%
Asset Management One Co., Ltd.	134.61K	Jun 30, 26	+8.27K	0.17%
Bank of New York Mellon Corp	133.59K	Jun 30, 26	+7.34K	0.17%
US BANCORP \DE\	132.23K	Jun 30, 26	-13.03K	0.16%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	128.42K	Jun 30, 26	+4.46K	0.16%
WELLS FARGO & COMPANY/MN	125.82K	Jun 30, 26	-421	0.16%
Warren Street Wealth Advisors, LLC	120.57K	Jun 30, 26	+5.20K	0.15%
Traveka Wealth, LLC	119.96K	Jun 30, 26	+1.75K	0.15%
Marotta Asset Management	117.46K	Jun 30, 26	+14.25K	0.15%
Cetera Investment Advisers	116.39K	Jun 30, 26	+394	0.14%
Strategic Financial Planning, Inc.	115.68K	Jun 30, 26	+115.68K	0.14%
ROYAL BANK OF CANADA	113.89K	Jun 30, 26	-4.98K	0.14%
Amicus Financial Advisors, LLC	108.85K	Jun 30, 26	-1.83K	0.14%
CLUNE & ASSOCIATES, LTD.	108.20K	Jun 30, 26	+43.04K	0.13%
Financial Alternatives, Inc	107.79K	Jun 30, 26	+3.36K	0.13%
Urban Financial Advisory Corp	105.22K	Jun 30, 26	+72.06K	0.13%
Heartland Bank & Trust Co	104.66K	Jun 30, 26	+7.31K	0.13%
Upper Left Wealth Management, LLC	103.14K	Jun 30, 26	+105	0.13%
ARVEST INVESTMENTS, INC.	100.77K	Jun 30, 26	-936	0.12%
ADVISOR GROUP HOLDINGS, INC.	95.76K	Jun 30, 26	+5.58K	0.12%
VISTA CAPITAL PARTNERS, INC.	95.75K	Jun 30, 26	+502	0.12%
Comprehensive Money Management Services LLC	91.83K	Jun 30, 26	+7.04K	0.11%
Gradient Capital Advisors, LLC	86.25K	Jun 30, 26	+4.22K	0.11%
LPWM LLC	83.06K	Jun 30, 26	+2.54K	0.10%
BluePrint Investing LLC	82.94K	Jun 30, 26	-1.09K	0.10%
MISSION WEALTH MANAGEMENT, LP	80.14K	Jun 30, 26	+9.75K	0.10%
Farther Finance Advisors, LLC	79.42K	Jun 30, 26	+2.97K	0.10%
Old Port Advisors	76.02K	Jun 30, 26	+2.24K	0.09%
Prairiewood Capital, LLC	75.44K	Jun 30, 26	+4.58K	0.09%
JPMORGAN CHASE & CO	74.93K	Jun 30, 26	-73.38K	0.09%
Evelyn Partners Group Ltd	73.03K	Jun 30, 26	+73.03K	0.09%
LifePlan Investment Advisors, Inc.	71.58K	Jun 30, 26	+322	0.09%
Obsido Oy	71.42K	Jun 30, 26	+2.40K	0.09%
MARYLAND CAPITAL ADVISORS INC.	69.09K	Jun 30, 26	+69.09K	0.09%
Aletheian Wealth Advisors LLC	68.57K	Jun 30, 26	+8.32K	0.09%
Strategic Wealth Advisors LLC	63.93K	Jun 30, 26	-2.59K	0.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	63.34K	Jun 30, 26	-15.20K	0.08%
Buckingham Strategic Partners	62.87K	Jun 30, 26	-4.11K	0.08%
AWM CAPITAL, LLC	61.36K	Jun 30, 26	-16.10K	0.08%
Walkner Condon Financial Advisors LLC	60.24K	Jun 30, 26	+6.45K	0.07%
Disciplined Investments, LLC	60.00K	Jun 30, 26	-2.41K	0.07%
Mariner, LLC	57.80K	Jun 30, 26	-3.22K	0.07%
Hamrick Investment Counsel, llc	57.55K	Jun 30, 26	+1.68K	0.07%
Lynx Investment Advisory	56.27K	Jun 30, 26	+50.21K	0.07%
NewEdge Advisors, LLC	54.88K	Jun 30, 26	+1.89K	0.07%
Transamerica Financial Advisors, Inc.	53.20K	Jun 30, 26	-5.17K	0.07%
Bear Mountain Capital, Inc.	52.40K	Jun 30, 26	+1.32K	0.06%
DEUTSCHE BANK AG\	50.00K	Jun 30, 26	--	0.06%
Federation des caisses Desjardins du Quebec	49.66K	Jun 30, 26	-312	0.06%
Prosperity Planning, Inc.	49.43K	Jun 30, 26	+1.41K	0.06%
Wealthfront Advisers LLC	48.22K	Jun 30, 26	+15.76K	0.06%
GUGGENHEIM CAPITAL LLC	47.54K	Jun 30, 26	+3.16K	0.06%
Envestnet Portfolio Solutions, Inc.	45.53K	Jun 30, 26	+1.48K	0.06%
Atria Investments, Inc	45.26K	Jun 30, 26	+11.36K	0.06%
SeedSafe Financial LLC	44.30K	Jun 30, 26	+1.04K	0.05%
Greenspring Advisors, LLC	44.09K	Jun 30, 26	-1.10K	0.05%
Eagle Bay Advisors LLC	43.12K	Jun 30, 26	+1.32K	0.05%
Value Investment Professionals, LLC	43.08K	Jun 30, 26	+43.08K	0.05%
Colony Group, LLC	42.54K	Jun 30, 26	-67.97K	0.05%
Decker Retirement Planning Inc.	40.97K	Jun 30, 26	+9.20K	0.05%
FIRST CITIZENS BANK & TRUST CO	40.51K	Jun 30, 26	-639	0.05%
ASPIRIANT, LLC	40.40K	Jun 30, 26	+382	0.05%
Pictet North America Advisors SA	40.02K	Jun 30, 26	--	0.05%
Cordoba Advisory Partners LLC	39.93K	Jun 30, 26	+1.23K	0.05%
DOPKINS WEALTH MANAGEMENT, LLC	37.73K	Jun 30, 26	+2.46K	0.05%
Haven Private, LLC	37.24K	Jun 30, 26	-3.30K	0.05%
CARDIFF PARK ADVISORS, LLC	37.07K	Jun 30, 26	-1.13K	0.05%
Canal Capital Management, LLC	37.05K	Jun 30, 26	--	0.05%
Cambridge Advisors Inc.	36.44K	Jun 30, 26	--	0.05%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	36.11K	Jun 30, 26	+2.52K	0.04%
Verde Capital Management	34.41K	Jun 30, 26	+1.26K	0.04%
STIFEL FINANCIAL CORP	33.99K	Jun 30, 26	-4.47K	0.04%
Kestra Advisory Services, LLC	33.54K	Jun 30, 26	-884	0.04%
Sincerus Advisory, LLC	33.15K	Jun 30, 26	+993	0.04%
Vanguard National Trust Co	32.68K	Jun 30, 26	--	0.04%
Valmark Advisers, Inc.	31.32K	Jun 30, 26	-2.09K	0.04%
Ariadne Wealth Management, LP	31.13K	Jun 30, 26	--	0.04%
Endowment Wealth Management, Inc.	30.18K	Jun 30, 26	+954	0.04%
Dunhill Financial, LLC	29.50K	Jun 30, 26	-37.63K	0.04%
Partners in Financial Planning	29.34K	Jun 30, 26	-397	0.04%
CAPTRUST FINANCIAL ADVISORS	28.51K	Jun 30, 26	+386	0.04%
Cerity Partners LLC	27.45K	Jun 30, 26	-879	0.03%
PARTNERS CAPITAL INVESTMENT GROUP, LLP	27.37K	Jun 30, 26	-767	0.03%
AIRE ADVISORS, LLC	27.00K	Jun 30, 26	-1.37K	0.03%
Addison Capital Co	26.54K	Jun 30, 26	+381	0.03%
Cambria Investment Management, L.P.	25.93K	Jun 30, 26	+496	0.03%
Empowered Funds, LLC	25.93K	Jun 30, 26	+496	0.03%
Regal Investment Advisors LLC	25.27K	Jun 30, 26	-1.92K	0.03%
CITIZENS FINANCIAL GROUP INC/RI	25.12K	Jun 30, 26	+20.45K	0.03%
Hazelview Securities Inc.	24.70K	Jun 30, 26	+24.70K	0.03%
Precision Wealth Strategies, LLC	24.32K	Jun 30, 26	-741	0.03%
Cambridge Investment Research Advisors, Inc.	24.19K	Jun 30, 26	-3	0.03%
LAM GROUP, INC.	24.15K	Jun 30, 26	-200	0.03%
Unison Advisors LLC	24.05K	Jun 30, 26	--	0.03%
Rockefeller Capital Management L.P.	22.75K	Jun 30, 26	-235	0.03%
William Howard & Co Financial Advisors Inc	22.56K	Jun 30, 26	--	0.03%
Cresset Asset Management, LLC	22.54K	Jun 30, 26	+3.67K	0.03%
Integrated Advisors Network LLC	22.48K	Jun 30, 26	+5.04K	0.03%
Nest Investments, LLC	22.24K	Jun 30, 26	+354	0.03%
Prime Capital Investment Advisors, LLC	21.82K	Jun 30, 26	-56.61K	0.03%
Breakwater Investment Management	21.29K	Jun 30, 26	-3.71K	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19.94K	Jun 30, 26	-6.89K	0.02%
CITADEL ADVISORS LLC	19.43K	Jun 30, 26	-172.22K	0.02%
Climber Capital SA	19.30K	Jun 30, 26	+14.79K	0.02%
Slow Capital, Inc.	19.29K	Jun 30, 26	+451	0.02%
Jacobs Equity LLC	19.05K	Jun 30, 26	+504	0.02%
Marble Harbor Investment Counsel, LLC	18.88K	Jun 30, 26	+30	0.02%
TD PRIVATE CLIENT WEALTH LLC	18.86K	Jun 30, 26	+10.35K	0.02%
CoreCap Advisors, LLC	16.87K	Jun 30, 26	-579	0.02%
MONETA GROUP INVESTMENT ADVISORS LLC	16.75K	Jun 30, 26	+1.72K	0.02%
Hyundai Investments Co., Ltd.	16.42K	Jun 30, 26	+4.07K	0.02%
SGL Investment Advisors, Inc.	16.34K	Jun 30, 26	+3.45K	0.02%
SENTINEL TRUST CO LBA	15.80K	Jun 30, 26	-36.91K	0.02%
POINCIANA ADVISORS GROUP, LLC	15.65K	Jun 30, 26	-3.86K	0.02%
ALESCO ADVISORS LLC	15.61K	Jun 30, 26	-58	0.02%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	15.47K	Jun 30, 26	+1.54K	0.02%
CIBC Bancorp USA Inc.	15.23K	Jun 30, 26	+15.23K	0.02%
PHILLIPS FINANCIAL MANAGEMENT, LLC	15.15K	Jun 30, 26	-180	0.02%
Ellevest, Inc.	14.30K	Jun 30, 26	+1.58K	0.02%
Beacon Pointe Advisors, LLC	13.96K	Jun 30, 26	-2.18K	0.02%
TORONTO DOMINION BANK	13.89K	Jun 30, 26	+13.89K	0.02%
Montecito Bank & Trust	13.81K	Jun 30, 26	-6.82K	0.02%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	13.47K	Jun 30, 26	+76	0.02%
Harpswell Capital Advisors, LLC	13.46K	Jun 30, 26	+4.80K	0.02%
Yoffe Investment Management, LLC	13.37K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	13.24K	Jun 30, 26	+1.09K	0.02%
Arkadios Wealth Advisors	13.20K	Jun 30, 26	-1.06K	0.02%
Pasadena Private Wealth, LLC	13.05K	Jun 30, 26	+13.05K	0.02%
NATIXIS ADVISORS, L.P.	12.97K	Jun 30, 26	+748	0.02%
AMERIPRISE FINANCIAL INC	12.54K	Jun 30, 26	+121	0.02%
Family CFO Inc	12.08K	Jun 30, 26	--	0.01%
Stelac Advisory Services LLC	11.90K	Jun 30, 26	--	0.01%
Pathstone Holdings, LLC	11.56K	Jun 30, 26	+11.56K	0.01%
Powerhouse Assets LLC	11.56K	Jun 30, 26	+720	0.01%
Summit Global Investments	11.50K	Jun 30, 26	+2.98K	0.01%
HB Wealth Management, LLC	11.50K	Jun 30, 26	+4.54K	0.01%
First National Bank of Mount Dora, Trust Investment Services	11.40K	Jun 30, 26	--	0.01%
Waverly Advisors, LLC	11.38K	Jun 30, 26	+11.38K	0.01%
Generali Asset Management SPA SGR	11.37K	Jun 30, 26	--	0.01%
Unconventional Investor, LLC	11.34K	Jun 30, 26	-815	0.01%
Evanson Financial, LLC	11.26K	Jun 30, 26	+11.26K	0.01%
ARK & TLK INVESTMENTS, LLC	11.21K	Jun 30, 26	--	0.01%
FC Advisory LLC	11.19K	Jun 30, 26	-303	0.01%
GREENWOOD CAPITAL ASSOCIATES LLC	11.06K	Jun 30, 26	+3.80K	0.01%
Sound Financial Strategies Group, LLC	10.88K	Jun 30, 26	+325	0.01%
MAI Capital Management	10.74K	Jun 30, 26	-298	0.01%
BAILARD, INC.	10.55K	Jun 30, 26	-249	0.01%
Sanctuary Advisors, LLC	10.43K	Jun 30, 26	+577	0.01%
SJS Investment Consulting Inc.	10.00K	Jun 30, 26	--	0.01%
MATHER GROUP, LLC.	9.59K	Jun 30, 26	-1.08K	0.01%
Parkwoods Wealth Partners, LLC	9.55K	Jun 30, 26	+124	0.01%
Life Planning Partners, Inc	9.55K	Jun 30, 26	-2.52K	0.01%
BRIGHTON JONES LLC	9.41K	Jun 30, 26	-697	0.01%
Resources Investment Advisors, LLC.	9.01K	Jun 30, 26	+127	0.01%
Integris Wealth Management, LLC	8.94K	Jun 30, 26	-640	0.01%
Avidian Wealth Solutions, LLC	8.93K	Jun 30, 26	+4.33K	0.01%
Nuveen, LLC	8.81K	Jun 30, 26	+8.81K	0.01%
RICHARDSON FINANCIAL SERVICES INC.	8.76K	Jun 30, 26	-148	0.01%
Parallel Advisors, LLC	8.72K	Jun 30, 26	+695	0.01%
AMERICAN FINANCIAL & TAX STRATEGIES INC	8.66K	Jun 30, 26	--	0.01%
SENTINEL PENSION ADVISORS INC	8.52K	Jun 30, 26	--	0.01%
MML INVESTORS SERVICES, LLC	8.29K	Jun 30, 26	+1.68K	0.01%
Waldron Private Wealth LLC	8.25K	Jun 30, 26	--	0.01%
HighTower Advisors, LLC	8.22K	Jun 30, 26	-99	0.01%
Antonelli Financial Advisors, LLC	8.17K	Jun 30, 26	-1.34K	0.01%
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	8.15K	Jun 30, 26	-121	0.01%
BLAIR WILLIAM & CO/IL	8.06K	Jun 30, 26	+123	0.01%
Truepoint, Inc.	7.92K	Jun 30, 26	+1.20K	0.01%
ZRC WEALTH MANAGEMENT, LLC	7.90K	Jun 30, 26	+458	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	7.64K	Jun 30, 26	-174	0.01%
Foster Group, Inc.	7.61K	Jun 30, 26	+106	0.01%
Savvy Advisors, Inc.	7.55K	Jun 30, 26	+39	0.01%
Apollon Wealth Management, LLC	7.41K	Jun 30, 26	-105	0.01%
AQR CAPITAL MANAGEMENT LLC	7.38K	Jun 30, 26	-1.01K	0.01%
Johnson Financial Group, LLC	7.29K	Jun 30, 26	+1.86K	0.01%
Uptown Financial Advisors LLC	6.91K	Jun 30, 26	-1.19K	0.01%
Greenwich Wealth Management LLC	6.85K	Jun 30, 26	--	0.01%
Quantinno Capital Management LP	6.83K	Jun 30, 26	+1.56K	0.01%
Murphy & Mullick Capital Management Corp	6.81K	Jun 30, 26	-438	0.01%
Global Trust Wealth Management LLC	6.72K	Jun 30, 26	+1.09K	0.01%
Apella Capital, LLC	6.71K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	6.69K	Jun 30, 26	+6.69K	0.01%
Lifetime Wealth Management P.C.	6.67K	Jun 30, 26	-20.64K	0.01%
Atomi Financial Group, Inc.	6.66K	Jun 30, 26	-2.20K	0.01%
ALLIANCEBERNSTEIN L.P.	6.62K	Jun 30, 26	+171	0.01%
Balanced Rock Investment Advisor	6.59K	Jun 30, 26	-498	0.01%
Traub Capital Management LLC	6.58K	Jun 30, 26	-377	0.01%
J.W. COLE ADVISORS, INC.	6.48K	Jun 30, 26	+6.48K	0.01%
Sequoia Financial Advisors, LLC	6.14K	Jun 30, 26	-1.34K	0.01%
JONES FINANCIAL COMPANIES LLLP	6.14K	Jun 30, 26	+533	0.01%
TD Waterhouse Canada Inc.	6.10K	Jun 30, 26	--	0.01%
FMR LLC	5.97K	Jun 30, 26	+437	0.01%
Jordan Park Trust Co LLC	5.96K	Jun 30, 26	--	0.01%
Main Street Financial Solutions, LLC	5.94K	Jun 30, 26	-15	0.01%
BAKER TILLY WEALTH MANAGEMENT, LLC	5.75K	Jun 30, 26	+361	0.01%
BlackRock, Inc.	5.58K	Jun 30, 26	-129	0.01%
Perigon Wealth Management, LLC	5.26K	Jun 30, 26	+87	0.01%
Wedmont Private Capital	5.18K	Jun 30, 26	-7.45K	0.01%
CUTLER INVESTMENT COUNSEL LLC	5.11K	Jun 30, 26	-31	0.01%
Apeiron RIA LLC	5.06K	Jun 30, 26	+416	0.01%
Ridgewood Investments LLC	4.88K	Jun 30, 26	+202	0.01%
First Citizens Asset Management, Inc.	4.84K	Jun 30, 26	+229	0.01%
INVESTED ADVISORS	4.83K	Jun 30, 26	+4.83K	0.01%
Compass Ion Advisors, LLC	4.79K	Jun 30, 26	--	0.01%
Klingman & Associates, LLC	4.72K	Jun 30, 26	--	0.01%
Focus Financial Network, Inc.	4.64K	Jun 30, 26	-119	0.01%
XCELSIOR ADVISOR PARTNERS LLC	4.63K	Jun 30, 26	+100	0.01%
Concurrent Investment Advisors, LLC	4.55K	Jun 30, 26	+4.55K	0.01%
FSM Wealth Advisors, LLC	4.50K	Jun 30, 26	+4.50K	0.01%
Strategic Investment Solutions, Inc. /IL	3.98K	Jun 30, 26	--	0.00%
Parkside Financial Bank & Trust	3.88K	Jun 30, 26	+1.79K	0.00%
Integrated Wealth Concepts LLC	3.56K	Jun 30, 26	+3.56K	0.00%
MASECO LLP	3.56K	Jun 30, 26	-331	0.00%
HUNTINGTON NATIONAL BANK	3.42K	Jun 30, 26	+309	0.00%
Bogart Wealth, LLC	3.28K	Jun 30, 26	--	0.00%
Basecamp Wealth Advisors LLC	3.27K	Jun 30, 26	-1.66K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3.19K	Jun 30, 26	-77	0.00%
MERCER GLOBAL ADVISORS INC /ADV	3.19K	Jun 30, 26	+3.19K	0.00%
HARBOUR INVESTMENTS, INC.	3.14K	Jun 30, 26	+132	0.00%
BROWN BROTHERS HARRIMAN & CO	2.98K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	2.98K	Jun 30, 26	+1.09K	0.00%
ORG Wealth Partners, LLC	2.67K	Jun 30, 26	+2.67K	0.00%
RED REEF ADVISORS LLC	2.45K	Jun 30, 26	-75	0.00%
Larson Financial Group LLC	2.41K	Jun 30, 26	-855	0.00%
Pinnacle Bancorp, Inc.	2.05K	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	1.92K	Jun 30, 26	+10	0.00%
Glassman Wealth Services	1.64K	Jun 30, 26	+1.64K	0.00%
AlphaCore Capital LLC	1.63K	Jun 30, 26	-5	0.00%
Timbuktu Capital Management, LLC	1.63K	Jun 30, 26	+1.63K	0.00%
AE Wealth Management LLC	1.61K	Jun 30, 26	+1.10K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.36K	Jun 30, 26	-11	0.00%
MONTAG A & ASSOCIATES INC	1.20K	Jun 30, 26	--	0.00%
Fairman Group, LLC	1.09K	Jun 30, 26	--	0.00%
UMB Bank, n.a.	1.07K	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	1.03K	Jun 30, 26	--	0.00%
United Financial Planning Group LLC	1.00K	Jun 30, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	981	Jun 30, 26	--	0.00%
Front Row Advisors LLC	972	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	965	Jun 30, 26	--	0.00%
IFP Advisors, Inc	936	Jun 30, 26	+26	0.00%
Golden State Wealth Management, LLC	924	Jun 30, 26	+779	0.00%
Continuum Advisory, LLC	917	Jun 30, 26	+917	0.00%
North Star Investment Management Corp.	829	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	822	Jun 30, 26	-71	0.00%
FORTRESS FINANCIAL GROUP, LLC	812	Jun 30, 26	+812	0.00%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	760	Jun 30, 26	+432	0.00%
Gold Investment Management Ltd.	723	Jun 30, 26	+714	0.00%
ALBION FINANCIAL GROUP /UT	598	Jun 30, 26	--	0.00%
Allworth Financial LP	574	Jun 30, 26	+58	0.00%
WealthCollab, LLC	540	Jun 30, 26	--	0.00%
Pacifica Partners Inc.	505	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	494	Jun 30, 26	--	0.00%
PRIVATE TRUST CO NA	486	Jun 30, 26	-300	0.00%
Ashton Thomas Private Wealth, LLC	471	Jun 30, 26	-347	0.00%
SRS Capital Advisors, Inc.	464	Jun 30, 26	+452	0.00%
RAFFA WEALTH MANAGEMENT, LLC	450	Jun 30, 26	-10	0.00%
Synergy Investment Management, LLC	416	Jun 30, 26	-4	0.00%
New Republic Capital, LLC	403	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	400	Jun 30, 26	-1.16K	0.00%
TRUST CO OF VERMONT	361	Jun 30, 26	+361	0.00%
Founders Financial Alliance, LLC	354	Jun 30, 26	+10	0.00%
Capital Analysts, LLC	340	Jun 30, 26	-28	0.00%
TFC Financial Management, Inc.	331	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	321	Jun 30, 26	-1	0.00%
Atlantic Union Bankshares Corp	291	Jun 30, 26	+117	0.00%
Richardson Capital Management LLC	286	Jun 30, 26	--	0.00%
Pflug Koory, LLC	283	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	248	Jun 30, 26	+200	0.00%
IMA Wealth, Inc.	227	Jun 30, 26	--	0.00%
Rossby Financial, LCC	206	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	206	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	200	Jun 30, 26	--	0.00%
Moisand Fitzgerald Tamayo, LLC	197	Jun 30, 26	+197	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	194	Jun 30, 26	--	0.00%
CGC Financial Services, LLC	190	Jun 30, 26	+190	0.00%
Steward Partners Investment Advisory, LLC	175	Jun 30, 26	+84	0.00%
VANGUARD ADVISERS INC	165	Jun 30, 26	+165	0.00%
Brooklyn FI, LLC	159	Jun 30, 26	+159	0.00%
EFG International AG	155	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	150	Jun 30, 26	--	0.00%
PFS Partners, LLC	142	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	135	Jun 30, 26	+135	0.00%
ROGCO, LP	131	Jun 30, 26	+131	0.00%
BANK OF MONTREAL /CAN/	119	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	115	Jun 30, 26	--	0.00%
Asset Dedication, LLC	109	Jun 30, 26	--	0.00%
PIN OAK INVESTMENT ADVISORS INC	103	Jun 30, 26	--	0.00%
Burk Holdings LLC	102	Jun 30, 26	-212	0.00%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	100	Jun 30, 26	+100	0.00%
BNP PARIBAS ARBITRAGE, SNC	100	Jun 30, 26	-10	0.00%
SITTNER & NELSON, LLC	98	Jun 30, 26	+98	0.00%
Cape Investment Advisory, Inc.	98	Jun 30, 26	+98	0.00%
Spire Wealth Management	96	Jun 30, 26	--	0.00%
MCF Advisors LLC	90	Jun 30, 26	--	0.00%
Tidemark, LLC	87	Jun 30, 26	--	0.00%
Pillar Financial Advisors, LLC	73	Jun 30, 26	--	0.00%
Winthrop Capital Management, LLC	62	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	61	Jun 30, 26	-64	0.00%
CrossGen Wealth, LLC	56	Jun 30, 26	+56	0.00%
HM PAYSON & CO	55	Jun 30, 26	--	0.00%
CVA Family Office, LLC	54	Jun 30, 26	--	0.00%
Glass Jacobson Investment Advisors llc	54	Jun 30, 26	--	0.00%
Valued Wealth Advisors LLC	52	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	50	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	47	Jun 30, 26	--	0.00%
TSFG, LLC	46	Jun 30, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	45	Jun 30, 26	--	0.00%
DiNuzzo Private Wealth, Inc.	43	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	40	Jun 30, 26	+40	0.00%
LifeSteps Financial, Inc.	40	Jun 30, 26	+40	0.00%
Abound Wealth Management	36	Jun 30, 26	+36	0.00%
SYM FINANCIAL Corp	35	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	31	Jun 30, 26	+31	0.00%
Aptus Capital Advisors, LLC	31	Jun 30, 26	+26	0.00%
Investors Research Corp	30	Jun 30, 26	--	0.00%
Community Bank, N.A.	28	Jun 30, 26	--	0.00%
Archer Investment Corp	26	Jun 30, 26	--	0.00%
Crewe Advisors LLC	26	Jun 30, 26	--	0.00%
CITIGROUP INC	25	Jun 30, 26	--	0.00%
FINANCIAL CONSULATE, INC	25	Jun 30, 26	+25	0.00%
Triumph Capital Management	24	Jun 30, 26	-114	0.00%
HARBOR INVESTMENT ADVISORY, LLC	21	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	20	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	11	Jun 30, 26	-170	0.00%
SIGNATUREFD, LLC	10	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	10	Jun 30, 26	--	0.00%
Graney & King, LLC	9	Jun 30, 26	--	0.00%
High Note Wealth, LLC	9	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	9	Jun 30, 26	--	0.00%
Financial Management Professionals, Inc.	7	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	7	Jun 30, 26	--	0.00%
Mosley Wealth Management	4	Jun 30, 26	+4	0.00%
Coastal Investment Advisors, Inc.	3	Jun 30, 26	--	0.00%
Concord Wealth Partners	2	Jun 30, 26	+2	0.00%
Pinnacle Wealth Planning Services, Inc.	2	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	2	Jun 30, 26	--	0.00%
GABLES CAPITAL MANAGEMENT INC.	1	Jun 30, 26	--	0.00%
Kilter Group LLC	1	Jun 30, 26	--	0.00%
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-7.66K	--
Mount Lucas Management LP	--	Jun 30, 26	-16.92K	--
RMG Wealth Management LLC	--	Jun 30, 26	-1.72K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-10.80K	--
KELLEHER FINANCIAL ADVISORS	--	Jun 30, 26	-27	--
Creative Capital Management Investments LLC	--	Jun 30, 26	-7	--
Eqis Capital Management, Inc.	--	Jun 30, 26	-5.66K	--
Key Capital Management, INC	--	Jun 30, 26	-5	--
Activest Wealth Management	--	Jun 30, 26	-2	--
Clear Point Advisors Inc.	--	Jun 30, 26	-9.83K	--
GTS SECURITIES LLC	--	Jun 30, 26	-37.04K	--
AdvisorNet Financial, Inc	--	Jun 30, 26	-254	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-52.98K	--
Facet Wealth, Inc.	--	Jun 30, 26	-4.84K	--
Noble Wealth Management PBC	--	Jun 30, 26	-100	--
Western Wealth Management, LLC	--	Jun 30, 26	-200	--
Ankerstar Wealth, LLC	--	Jun 30, 26	-6	--
AlphaCentric Advisors LLC	--	Jun 30, 26	-2.48K	--
Addison Advisors LLC	--	Jun 30, 26	-66	--
Quadrature Capital Ltd	--	Jun 30, 26	-23.84K	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.33K	--
Root Financial Partners, LLC	--	Jun 30, 26	-5.80K	--
D. E. Shaw & Co., Inc.	--	Jun 30, 26	-14.25K	--
Uniplan Investment Counsel, Inc.	--	Jun 30, 26	-18.43K	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-746	--
TWO SIGMA SECURITIES, LLC	--	Jun 30, 26	-8.23K	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-252.81K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-7.41K	--
First Pacific Financial	--	Jun 30, 26	-24	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-15	--
Knights of Columbus Asset Advisors LLC	--	Jun 30, 26	-2.34K	--
Sumitomo Mitsui DS Asset Management Company, Ltd	--	Jun 30, 26	-50.19K	--
HOEY INVESTMENTS, INC	--	Jun 30, 26	-3	--
Equitable Holdings, Inc.	--	Jun 30, 26	-169.91K	--
Squarepoint Ops LLC	--	Jun 30, 26	-5.04K	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-4.51K	--
Innovative Asset Advisors Group, LLC	--	Jun 30, 26	-81	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-47	--
HRT FINANCIAL LP	--	Jun 30, 26	-8.32K	--
Kozak & Associates, Inc.	--	Jun 30, 26	-27	--
NATIONAL BANK OF CANADA /FI/	--	Jun 30, 26	-4.07K	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-360	--
LAIRD NORTON TRUST COMPANY, LLC	--	Jun 30, 26	-6.52K	--
EXENCIAL WEALTH ADVISORS, LLC	193.57K	Mar 31, 26	+48.36K	0.24%
CWM, LLC	143.80K	Mar 31, 26	+20.08K	0.18%
Horizons Wealth Management	16.39K	Mar 31, 26	+1.07K	0.02%
Evanson Asset Management, LLC	11.26K	Mar 31, 26	-8.76K	0.01%
North Ridge Wealth Advisors, Inc.	7.08K	Mar 31, 26	+28	0.01%
Cherry Tree Wealth Management, LLC	4.74K	Mar 31, 26	-259	0.01%
Evelyn Partners Investment Management LLP	620	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	358	Mar 31, 26	--	0.00%
Sunbelt Securities, Inc.	5	Mar 31, 26	-34	0.00%
Jackson Hole Capital Partners, LLC	3	Mar 31, 26	--	0.00%
SOL Capital Management CO	--	Mar 31, 26	-10.11K	--
VANGUARD GROUP INC	32.28K	Dec 31, 25	+131	0.04%
Running Point Capital Advisors, LLC	18.42K	Dec 31, 25	-811	0.02%
Total Wealth Planning, LLC	16.09K	Dec 31, 25	-130.25K	0.02%
CIBC Private Wealth Group, LLC	3.37K	Dec 31, 25	+1.71K	0.00%
COMERICA BANK	3.22K	Dec 31, 25	+973	0.00%
MGB Wealth Management, LLC	--	Dec 31, 25	-6	--
NAPA WEALTH MANAGEMENT	11.69K	Sep 30, 25	+135	0.01%
Lowe Wealth Advisors, LLC	4.71K	Sep 30, 25	+1.70K	0.01%
OPTIMUM INVESTMENT ADVISORS	1.12K	Sep 30, 25	-1	0.00%
AllSquare Wealth Management LLC	544	Sep 30, 25	--	0.00%
FSA Wealth Management LLC	33	Sep 30, 25	--	0.00%
Guerra Advisors Inc	14	Sep 30, 25	+14	0.00%
KRAFT ASSET MANAGEMENT, LLC	19.16K	Jun 30, 25	-100	0.02%
AVANTAX ADVISORY SERVICES, INC.	5.86K	Jun 30, 25	+534	0.01%
Atria Wealth Solutions, Inc.	5.31K	Jun 30, 25	+188	0.01%
Parkworth Wealth Management, Inc.	2.21K	Jun 30, 25	--	0.00%
Iron Horse Wealth Management, LLC	48	Jun 30, 25	+9	0.00%
Legacy Investment Solutions, LLC	15	Jun 30, 25	+15	0.00%
First Horizon Advisors, Inc.	--	Jun 30, 25	-21	--
Sandy Spring Bank	174	Mar 31, 25	--	0.00%
Merriman Wealth Management, LLC	23.52K	Dec 31, 24	-89.88K	0.03%
SignalPoint Asset Management, LLC	8.57K	Dec 31, 24	--	0.01%
WR Wealth Planners, LLC	65	Dec 31, 24	+2	0.00%
BBJS FINANCIAL ADVISORS, LLC	183.78K	Sep 30, 24	-2.04K	0.23%
Axiom Advisory, LLC	117.25K	Sep 30, 24	-58.29K	0.15%
RAYMOND JAMES & ASSOCIATES	23.55K	Sep 30, 24	-2.48K	0.03%
Argent Financial Group, Inc.	14.31K	Sep 30, 24	+14.31K	0.02%
Raymond James Financial Services Advisors, Inc.	5.45K	Sep 30, 24	-1.13K	0.01%
Syntrinsic LLC	227	Sep 30, 24	--	0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC	192	Sep 30, 24	+192	0.00%
Carmichael Hill & Associates, Inc.	188	Sep 30, 24	--	0.00%
Windham Capital Management, LLC	62.15K	Jun 30, 24	-163	0.08%
BUCKINGHAM STRATEGIC WEALTH, LLC	27.84K	Jun 30, 24	-410	0.03%
BlackRock Inc.	6.50K	Jun 30, 24	+6.50K	0.01%
Spotlight Asset Group, Inc.	600	Jun 30, 24	--	0.00%
Private Ocean, LLC	541	Jun 30, 24	+161	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	375	Jun 30, 24	-35	0.00%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-91	--
Charles Schwab Investment Advisory, Inc.	6.55M	Mar 31, 24	-246.38K	8.13%
Perella Weinberg Partners Capital Management LP	63.05K	Mar 31, 24	--	0.08%
Cetera Advisor Networks LLC	16.15K	Mar 31, 24	+868	0.02%
Cetera Advisors LLC	16.07K	Mar 31, 24	+9.05K	0.02%
Cutler Group LLC / CA	600	Mar 31, 24	+100	0.00%
Retirement Group, LLC	65	Mar 31, 24	--	0.00%
FOCUS FINANCIAL NETWORK INC /ADV	4.96K	Dec 31, 23	+4.96K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	13.85K	Sep 30, 23	-13	0.02%
Intercontinental Wealth Advisors, LLC	8.50K	Jun 30, 23	--	0.01%
Lumature Wealth Partners, LLC	1.13K	Jun 30, 23	-137	0.00%
BerganKDV Wealth Management, LLC	98	Jun 30, 23	--	0.00%
TimeScale Financial, Inc.	--	Jun 30, 23	-109	--
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-20	--
Ahrens Investment Partners LLC	4.65K	Mar 31, 23	-12.99K	0.01%
Baldrige Asset Management LLC	490	Mar 31, 23	--	0.00%
Personal Capital Advisors Corp	11.93M	Dec 31, 22	+1.31M	14.80%
REFRAME WEALTH, LLC	43.23K	Dec 31, 22	+43.23K	0.05%
Capital Directions Investment Advisors, LLC	43.23K	Dec 31, 22	+43.23K	0.05%
BANK OF THE WEST	33.30K	Dec 31, 22	+33.30K	0.04%
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	28.65K	Dec 31, 22	-172	0.04%
Align Wealth Management, LLC	1.16K	Dec 31, 22	+1.16K	0.00%
Sargent Bickham Lagudis LLC	256	Dec 31, 22	+22	0.00%
DOWLING & YAHNKE LLC	321.09K	Sep 30, 22	+30.35K	0.40%
CPWM, LLC	136.45K	Sep 30, 22	+82.74K	0.17%
American Portfolios Advisors	31.60K	Sep 30, 22	-25	0.04%
MUFG Americas Holdings Corp	3.91K	Sep 30, 22	+166	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	624	Sep 30, 22	+624	0.00%
Surevest, LLC	470	Sep 30, 22	--	0.00%
Strategic Asset Management, LLC	--	Sep 30, 22	-6	--
Enterprise Trust & Investment Co	27.00K	Jun 30, 22	+7.50K	0.03%
HANCOCK WHITNEY INVESTMENT SERVICES INC.	21.78K	Jun 30, 22	+699	0.03%
BREWIN DOLPHIN LTD	3.81K	Jun 30, 22	--	0.00%
Fieldpoint Private Securities, LLC	3.50K	Jun 30, 22	+96	0.00%
Cordasco Financial Network	230	Jun 30, 22	--	0.00%
HC FINANCIAL ADVISORS INC	85	Jun 30, 22	--	0.00%
People's United Financial, Inc.	3.86K	Mar 31, 22	+3.86K	0.00%
Permit Capital Advisors, LLC	2.52K	Mar 31, 22	+2.52K	0.00%
FIRST QUADRANT LLC/CA	2.10K	Mar 31, 22	-1.21K	0.00%
Lenox Wealth Advisors, LLC	--	Mar 31, 22	-90	--
RITTER DANIHER FINANCIAL ADVISORY LLC	--	Mar 31, 22	-7	--
KINGS POINT CAPITAL MANAGEMENT	--	Mar 31, 22	-2.16K	--
Windsor Creek Advisors, LLC	8.03K	Dec 31, 21	+8.03K	0.01%
NEXT Financial Group, Inc	2.53K	Dec 31, 21	+6	0.00%
REILLY FINANCIAL ADVISORS, LLC	36	Dec 31, 21	-28	0.00%
Carroll Financial Associates, Inc.	4	Dec 31, 21	--	0.00%
MANAGED ACCOUNT SERVICES INC	71.86K	Sep 30, 21	-9.16K	0.09%
Alexandria Capital, LLC	21.30K	Sep 30, 21	-1.08K	0.03%
Ameritas Investment Company, LLC	4.13K	Sep 30, 21	+3.78K	0.01%
Homrich & Berg	3.76K	Sep 30, 21	-820	0.00%
Berman Capital Advisors, LLC	--	Sep 30, 21	-112	--
Filbrandt Wealth Management, LLC	--	Sep 30, 21	-19	--
AdvicePeriod, LLC	13.39K	Jun 30, 21	+413	0.02%
Hoover Financial Advisors, Inc.	4.39K	Jun 30, 21	--	0.01%
Sullivan, Bruyette, Speros & Blaney, LLC	22.08K	Mar 31, 21	+2.11K	0.03%
WealthStone, Inc.	9.25K	Mar 31, 21	+2.06K	0.01%
OLD MISSION CAPITAL, LLC	10.30K	Dec 31, 20	+10.30K	0.01%
Reby Advisors, LLC	307	Dec 31, 20	+307	0.00%
Winslow, Evans & Crocker, Inc.	153	Dec 31, 20	+153	0.00%
ROWLAND CARMICHAEL ADVISORS INC /ADV	28	Dec 31, 20	--	0.00%
Filament LLC	54.90K	Sep 30, 20	+477	0.07%
First Allied Advisory Services, Inc.	36.82K	Sep 30, 20	-10.55K	0.05%
Independence Advisors, LLC	29.67K	Sep 30, 20	+6.15K	0.04%
SECURITY CAPITAL RESEARCH & MANAGEMENT INC	244.25K	Jun 30, 20	-31.15K	0.30%
TRUEWEALTH LLC	522	Jun 30, 20	--	0.00%
JOYN Advisors, Inc.	302.32K	Mar 31, 20	-78.09K	0.38%
Stratford Consulting, LLC	80.27K	Mar 31, 20	-35.68K	0.10%
Squar Milner Financial Services LLC	--	Mar 31, 20	-4	--
Huber Financial Advisors, LLC	--	Mar 31, 20	-7.32K	--
Whitnell & Co.	160.29K	Dec 31, 19	+5.86K	0.20%
LADENBURG THALMANN FINANCIAL SERVICES INC.	48.42K	Dec 31, 19	+1.64K	0.06%
Advisor Group, Inc.	27.05K	Dec 31, 19	+217	0.03%
Beacon Pointe Wealth Advisors, LLC	8.38K	Dec 31, 19	-817	0.01%
Guidant Wealth Advisors	69.95K	Sep 30, 19	+5.14K	0.09%
BOSTON ADVISORS LLC	--	Sep 30, 19	-13.57K	--
Delphi Private Advisors LLC	70	Jun 30, 19	+70	0.00%
AVIANCE CAPITAL MANAGEMENT, LLC	12.95K	Mar 31, 19	-1.09K	0.02%
HL FINANCIAL SERVICES LLC	11.39K	Mar 31, 19	-6.24K	0.01%
TRUST DEPARTMENT MB FINANCIAL BANK N A	314	Mar 31, 19	--	0.00%
NEXT Financial Holdings	156	Mar 31, 19	+156	0.00%
Mosaic Financial Partners, Inc.	4.37K	Jun 30, 18	-362	0.01%
SteelBridge Private Wealth Advisors LLC	3.78K	Mar 31, 18	+3.78K	0.00%
BB&T INVESTMENT SERVICES, INC.	970	Dec 31, 17	-1.12K	0.00%
NATIONAL PLANNING CORP	--	Dec 31, 17	-16.80K	--
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	93.47K	Sep 30, 17	-3.94K	0.12%
RAY GERALD L & ASSOCIATES LTD	12.53K	Sep 30, 17	--	0.02%
ROBERTSON STEPHENS ADVISORS LLC	5.47K	Sep 30, 17	+5.47K	0.01%
Commonwealth Equity Services, Inc	120.55K	Jun 30, 17	+3.80K	0.15%
iAB Financial Bank	6.14K	Jun 30, 17	+100	0.01%
Virtu KCG Holdings LLC	--	Jun 30, 17	-8.31K	--
EDGE ASSET MANAGEMENT, INC	65.70K	Mar 31, 17	--	0.08%
Clarity Capital KCPS Ltd.	13.96K	Mar 31, 17	+13.96K	0.02%
CT Financial Advisors LLC	6.46K	Mar 31, 17	+824	0.01%
MSI Financial Services Inc	2.87K	Dec 31, 16	+197	0.00%
INTEGRATED WEALTH COUNSEL, LLC	262	Dec 31, 16	--	0.00%
Argentus Capital Management, LLC	--	Dec 31, 16	-515	--
BlackRock Investment Management, LLC	--	Dec 31, 16	-13	--
EDMOND DE ROTHSCHILD (SUISSE) S.A.	33.90K	Sep 30, 16	+33.90K	0.04%
Counsel Portfolio Services Inc.	16.48K	Jun 30, 16	+16.48K	0.02%
Cleary Gull Holdings Inc.	2.00K	Mar 31, 16	--	0.00%
Gupta Wealth Management LLC	535	Mar 31, 16	-208	0.00%
BHF Kleinwort Benson Group S.A.	--	Mar 31, 16	-18.93K	--
ASPIRIANT HOLDINGS S3, LLC	13.86K	Dec 31, 15	+1.43K	0.02%
Taylor, Cottrill LLC	13.03K	Dec 31, 15	+1.50K	0.02%
Pinnacle Summer Investments, Inc.	57	Dec 31, 15	--	0.00%
FutureAdvisor, Inc.	595.79K	Sep 30, 15	+85.16K	0.74%
CITY NATIONAL BANK	139.56K	Sep 30, 15	-242.91K	0.17%
J.P. Turner & Co Capital Mnagement, LLC	42.14K	Sep 30, 15	+42.14K	0.05%
MANAGED ACCOUNT ADVISORS LLC	43.47K	Jun 30, 15	+32.60K	0.05%
CLEARY GULL INC.	2.00K	Mar 31, 15	+2.00K	0.00%
STANCORP INVESTMENT ADVISERS INC	1.48K	Mar 31, 15	--	0.00%
NEW ENGLAND SECURITIES CORP /MA/	1.63K	Dec 31, 14	+300	0.00%
Placemark Investments, Inc.	--	Dec 31, 14	-5.03K	--
UBS AG	115.84K	Sep 30, 14	+2.37K	0.14%
1919 Investment Counsel, LLC	244	Sep 30, 14	--	0.00%
KMS FINANCIAL SERVICES, INC	43.16K	Jun 30, 14	-80.91K	0.05%
WILMINGTON TRUST CO	7.62K	Jun 30, 14	+805	0.01%
Jane Street Holding, LLC	203.27K	Dec 31, 13	+48.94K	0.25%
STIFEL NICOLAUS & CO INC \MO\	17.77K	Sep 30, 13	+2.54K	0.02%

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Date

Change

% Held

Empower Advisory Group, LLC

15.48M

Jun 30, 26

+911.50K

19.21%

Sixth Street Partners Management Company, L.P.

4.86M

Jun 30, 26

+4.86M

6.02%

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4.86M

Jun 30, 26

-200.98K

6.02%

Ballentine Partners, LLC

1.58M

Jun 30, 26

+116

1.96%

Creative Planning

847.96K

Jun 30, 26

+82.20K

1.05%

ENVESTNET ASSET MANAGEMENT INC

839.99K

Jun 30, 26

-29.94K

1.04%

ASSETMARK, INC

794.53K

Jun 30, 26

+21.51K

0.99%

MORGAN STANLEY

738.25K

Jun 30, 26

-54.28K

0.92%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

717.75K

Jun 30, 26

-34.71K

0.89%

BANK OF AMERICA CORP /DE/

643.51K

Jun 30, 26

-92.97K

0.80%

MANUFACTURERS LIFE INSURANCE COMPANY, THE

597.44K

Jun 30, 26

-15.17K

0.74%

M&T BANK CORP

556.08K

Jun 30, 26

+13.01K

0.69%

RAYMOND JAMES FINANCIAL INC

553.40K

Jun 30, 26

-47.93K

0.69%

MOLLER FINANCIAL SERVICES

511.17K

Jun 30, 26

+28.18K

0.63%

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

500.02K

Jun 30, 26

+46.79K

0.62%

CHILTON CAPITAL MANAGEMENT LLC

449.63K

Jun 30, 26

+16.70K

0.56%

Chandler Asset Management, Inc.

446.50K

Jun 30, 26

+21.45K

0.55%

CI Private Wealth, LLC

378.35K

Jun 30, 26

-235.03K

0.47%

Savant Capital, LLC

341.17K

Jun 30, 26

+314.73K

0.42%

GOLDMAN SACHS GROUP INC

321.68K

Jun 30, 26

+132.73K

0.40%

UBS Group AG

311.23K

Jun 30, 26

+86.57K

0.39%

JANE STREET GROUP, LLC

300.03K

Jun 30, 26

+53.28K

0.37%

Betterment LLC

258.28K

Jun 30, 26

+73

0.32%

Payne Capital Management, LLC

237.57K

Jun 30, 26

+10.17K

0.29%

Cypress Point Wealth Management, LLC

216.17K

Jun 30, 26

+11.44K

0.27%

Rockwood Wealth Management, LLC

216.03K

Jun 30, 26

-4.50K

0.27%

JMG Financial Group, Ltd.

211.32K

Jun 30, 26

+2.32K

0.26%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

193.54K

Jun 30, 26

+27.92K

0.24%

LPL Financial LLC

179.54K

Jun 30, 26

+5.38K

0.22%

Mason Investment Advisory Services, Inc.

175.71K

Jun 30, 26

+15.58K

0.22%

COUNTRY TRUST BANK

163.47K

Jun 30, 26

+2.84K

0.20%

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

152.06K

Jun 30, 26

-1.78K

0.19%

Marathon Strategic Advisors, LLC

135.85K

Jun 30, 26

+6.51K

0.17%

Asset Management One Co., Ltd.

134.61K

Jun 30, 26

+8.27K

0.17%

Bank of New York Mellon Corp

133.59K

Jun 30, 26

+7.34K

0.17%

US BANCORP \DE\

132.23K

Jun 30, 26

-13.03K

0.16%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

128.42K

Jun 30, 26

+4.46K

0.16%

WELLS FARGO & COMPANY/MN

125.82K

Jun 30, 26

-421

0.16%

Warren Street Wealth Advisors, LLC

120.57K

Jun 30, 26

+5.20K

0.15%

Traveka Wealth, LLC

119.96K

Jun 30, 26

+1.75K

0.15%

Marotta Asset Management

117.46K

Jun 30, 26

+14.25K

0.15%

Cetera Investment Advisers

116.39K

Jun 30, 26

+394

0.14%

Strategic Financial Planning, Inc.

115.68K

Jun 30, 26

+115.68K

0.14%

ROYAL BANK OF CANADA

113.89K

Jun 30, 26

-4.98K

0.14%

Amicus Financial Advisors, LLC

108.85K

Jun 30, 26

-1.83K

0.14%

CLUNE & ASSOCIATES, LTD.

108.20K

Jun 30, 26

+43.04K

0.13%

Financial Alternatives, Inc

107.79K

Jun 30, 26

+3.36K

0.13%

Urban Financial Advisory Corp

105.22K

Jun 30, 26

+72.06K

0.13%

Heartland Bank & Trust Co

104.66K

Jun 30, 26

+7.31K

0.13%

Upper Left Wealth Management, LLC

103.14K

Jun 30, 26

+105

0.13%

ARVEST INVESTMENTS, INC.

100.77K

Jun 30, 26

-936

0.12%

ADVISOR GROUP HOLDINGS, INC.

95.76K

Jun 30, 26

+5.58K

0.12%

VISTA CAPITAL PARTNERS, INC.

95.75K

Jun 30, 26

+502

0.12%

Comprehensive Money Management Services LLC

91.83K

Jun 30, 26

+7.04K

0.11%

Gradient Capital Advisors, LLC

86.25K

Jun 30, 26

+4.22K

0.11%

LPWM LLC

83.06K

Jun 30, 26

+2.54K

0.10%

BluePrint Investing LLC

82.94K

Jun 30, 26

-1.09K

0.10%

MISSION WEALTH MANAGEMENT, LP

80.14K

Jun 30, 26

+9.75K

0.10%

Farther Finance Advisors, LLC

79.42K

Jun 30, 26

+2.97K

0.10%

Old Port Advisors

76.02K

Jun 30, 26

+2.24K

0.09%

Prairiewood Capital, LLC

75.44K

Jun 30, 26

+4.58K

0.09%

JPMORGAN CHASE & CO

74.93K

Jun 30, 26

-73.38K

0.09%

Evelyn Partners Group Ltd

73.03K

Jun 30, 26

+73.03K

0.09%

LifePlan Investment Advisors, Inc.

71.58K

Jun 30, 26

+322

0.09%

Obsido Oy

71.42K

Jun 30, 26

+2.40K

0.09%

MARYLAND CAPITAL ADVISORS INC.

69.09K

Jun 30, 26

+69.09K

0.09%

Aletheian Wealth Advisors LLC

68.57K

Jun 30, 26

+8.32K

0.09%

Strategic Wealth Advisors LLC

63.93K

Jun 30, 26

-2.59K

0.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

63.34K

Jun 30, 26

-15.20K

0.08%

Buckingham Strategic Partners

62.87K

Jun 30, 26

-4.11K

0.08%

AWM CAPITAL, LLC

61.36K

Jun 30, 26

-16.10K

0.08%

Walkner Condon Financial Advisors LLC

60.24K

Jun 30, 26

+6.45K

0.07%

Disciplined Investments, LLC

60.00K

Jun 30, 26

-2.41K

0.07%

Mariner, LLC

57.80K

Jun 30, 26

-3.22K

0.07%

Hamrick Investment Counsel, llc

57.55K

Jun 30, 26

+1.68K

0.07%

Lynx Investment Advisory

56.27K

Jun 30, 26

+50.21K

0.07%

NewEdge Advisors, LLC

54.88K

Jun 30, 26

+1.89K

0.07%

Transamerica Financial Advisors, Inc.

53.20K

Jun 30, 26

-5.17K

0.07%

Bear Mountain Capital, Inc.

52.40K

Jun 30, 26

+1.32K

0.06%

DEUTSCHE BANK AG\

50.00K

Jun 30, 26

0.06%

Federation des caisses Desjardins du Quebec

49.66K

Jun 30, 26

-312

0.06%

Prosperity Planning, Inc.

49.43K

Jun 30, 26

+1.41K

0.06%

Wealthfront Advisers LLC

48.22K

Jun 30, 26

+15.76K

0.06%

GUGGENHEIM CAPITAL LLC

47.54K

Jun 30, 26

+3.16K

0.06%

Envestnet Portfolio Solutions, Inc.

45.53K

Jun 30, 26

+1.48K

0.06%

Atria Investments, Inc

45.26K

Jun 30, 26

+11.36K

0.06%

SeedSafe Financial LLC

44.30K

Jun 30, 26

+1.04K

0.05%

Greenspring Advisors, LLC

44.09K

Jun 30, 26

-1.10K

0.05%

Eagle Bay Advisors LLC

43.12K

Jun 30, 26

+1.32K

0.05%

Value Investment Professionals, LLC

43.08K

Jun 30, 26

+43.08K

0.05%

Colony Group, LLC

42.54K

Jun 30, 26

-67.97K

0.05%

Decker Retirement Planning Inc.

40.97K

Jun 30, 26

+9.20K

0.05%

FIRST CITIZENS BANK & TRUST CO

40.51K

Jun 30, 26

-639

0.05%

ASPIRIANT, LLC

40.40K

Jun 30, 26

+382

0.05%

Pictet North America Advisors SA

40.02K

Jun 30, 26

0.05%

Cordoba Advisory Partners LLC

39.93K

Jun 30, 26

+1.23K

0.05%

DOPKINS WEALTH MANAGEMENT, LLC

37.73K

Jun 30, 26

+2.46K

0.05%

Haven Private, LLC

37.24K

Jun 30, 26

-3.30K

0.05%

CARDIFF PARK ADVISORS, LLC

37.07K

Jun 30, 26

-1.13K

0.05%

Canal Capital Management, LLC

37.05K

Jun 30, 26

0.05%

Cambridge Advisors Inc.

36.44K

Jun 30, 26

0.05%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

36.11K

Jun 30, 26

+2.52K

0.04%

Verde Capital Management

34.41K

Jun 30, 26

+1.26K

0.04%

STIFEL FINANCIAL CORP

33.99K

Jun 30, 26

-4.47K

0.04%

Kestra Advisory Services, LLC

33.54K

Jun 30, 26

-884

0.04%

Sincerus Advisory, LLC

33.15K

Jun 30, 26

+993

0.04%

Vanguard National Trust Co

32.68K

Jun 30, 26

0.04%

Valmark Advisers, Inc.

31.32K

Jun 30, 26

-2.09K

0.04%

Ariadne Wealth Management, LP

31.13K

Jun 30, 26

0.04%

Endowment Wealth Management, Inc.

30.18K

Jun 30, 26

+954

0.04%

Dunhill Financial, LLC

29.50K

Jun 30, 26

-37.63K

0.04%

Partners in Financial Planning

29.34K

Jun 30, 26

-397

0.04%

CAPTRUST FINANCIAL ADVISORS

28.51K

Jun 30, 26

+386

0.04%

Cerity Partners LLC

27.45K

Jun 30, 26

-879

0.03%

PARTNERS CAPITAL INVESTMENT GROUP, LLP

27.37K

Jun 30, 26

-767

0.03%

AIRE ADVISORS, LLC

27.00K

Jun 30, 26

-1.37K

0.03%

Addison Capital Co

26.54K

Jun 30, 26

+381

0.03%

Cambria Investment Management, L.P.

25.93K

Jun 30, 26

+496

0.03%

Empowered Funds, LLC

25.93K

Jun 30, 26

+496

0.03%

Regal Investment Advisors LLC

25.27K

Jun 30, 26

-1.92K

0.03%

CITIZENS FINANCIAL GROUP INC/RI

25.12K

Jun 30, 26

+20.45K

0.03%

Hazelview Securities Inc.

24.70K

Jun 30, 26

+24.70K

0.03%

Precision Wealth Strategies, LLC

24.32K

Jun 30, 26

-741

0.03%

Cambridge Investment Research Advisors, Inc.

24.19K

Jun 30, 26

-3

0.03%

LAM GROUP, INC.

24.15K

Jun 30, 26

-200

0.03%

Unison Advisors LLC

24.05K

Jun 30, 26

0.03%

Rockefeller Capital Management L.P.

22.75K

Jun 30, 26

-235

0.03%

William Howard & Co Financial Advisors Inc

22.56K

Jun 30, 26

0.03%

Cresset Asset Management, LLC

22.54K

Jun 30, 26

+3.67K

0.03%

Integrated Advisors Network LLC

22.48K

Jun 30, 26

+5.04K

0.03%

Nest Investments, LLC

22.24K

Jun 30, 26

+354

0.03%

Prime Capital Investment Advisors, LLC

21.82K

Jun 30, 26

-56.61K

0.03%

Breakwater Investment Management

21.29K

Jun 30, 26

-3.71K

0.03%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

19.94K

Jun 30, 26

-6.89K

0.02%

CITADEL ADVISORS LLC

19.43K

Jun 30, 26

-172.22K

0.02%

Climber Capital SA

19.30K

Jun 30, 26

+14.79K

0.02%

Slow Capital, Inc.

19.29K

Jun 30, 26

+451

0.02%

Jacobs Equity LLC

19.05K

Jun 30, 26

+504

0.02%

Marble Harbor Investment Counsel, LLC

18.88K

Jun 30, 26

+30

0.02%

TD PRIVATE CLIENT WEALTH LLC

18.86K

Jun 30, 26

+10.35K

0.02%

CoreCap Advisors, LLC

16.87K

Jun 30, 26

-579

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

16.75K

Jun 30, 26

+1.72K

0.02%

Hyundai Investments Co., Ltd.

16.42K

Jun 30, 26

+4.07K

0.02%

SGL Investment Advisors, Inc.

16.34K

Jun 30, 26

+3.45K

0.02%

SENTINEL TRUST CO LBA

15.80K

Jun 30, 26

-36.91K

0.02%

POINCIANA ADVISORS GROUP, LLC

15.65K

Jun 30, 26

-3.86K

0.02%

ALESCO ADVISORS LLC

15.61K

Jun 30, 26

-58

0.02%

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

15.47K

Jun 30, 26

+1.54K

0.02%

CIBC Bancorp USA Inc.

15.23K

Jun 30, 26

+15.23K

0.02%

PHILLIPS FINANCIAL MANAGEMENT, LLC

15.15K

Jun 30, 26

-180

0.02%

Ellevest, Inc.

14.30K

Jun 30, 26

+1.58K

0.02%

Beacon Pointe Advisors, LLC

13.96K

Jun 30, 26

-2.18K

0.02%

TORONTO DOMINION BANK

13.89K

Jun 30, 26

+13.89K

0.02%

Montecito Bank & Trust

13.81K

Jun 30, 26

-6.82K

0.02%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

13.47K

Jun 30, 26

+76

0.02%

Harpswell Capital Advisors, LLC

13.46K

Jun 30, 26

+4.80K

0.02%

Yoffe Investment Management, LLC

13.37K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

13.24K

Jun 30, 26

+1.09K

0.02%

Arkadios Wealth Advisors

13.20K

Jun 30, 26

-1.06K

0.02%

Pasadena Private Wealth, LLC

13.05K

Jun 30, 26

+13.05K

0.02%

NATIXIS ADVISORS, L.P.

12.97K

Jun 30, 26

+748

0.02%

AMERIPRISE FINANCIAL INC

12.54K

Jun 30, 26

+121

0.02%

Family CFO Inc

12.08K

Jun 30, 26

0.01%

Stelac Advisory Services LLC

11.90K

Jun 30, 26

0.01%

Pathstone Holdings, LLC

11.56K

Jun 30, 26

+11.56K

0.01%

Powerhouse Assets LLC

11.56K

Jun 30, 26

+720

0.01%

Summit Global Investments

11.50K

Jun 30, 26

+2.98K

0.01%

HB Wealth Management, LLC

11.50K

Jun 30, 26

+4.54K

0.01%

First National Bank of Mount Dora, Trust Investment Services

11.40K

Jun 30, 26

0.01%

Waverly Advisors, LLC

11.38K

Jun 30, 26

+11.38K

0.01%

Generali Asset Management SPA SGR

11.37K

Jun 30, 26

0.01%

Unconventional Investor, LLC

11.34K

Jun 30, 26

-815

0.01%

Evanson Financial, LLC

11.26K

Jun 30, 26

+11.26K

0.01%

ARK & TLK INVESTMENTS, LLC

11.21K

Jun 30, 26

0.01%

FC Advisory LLC

11.19K

Jun 30, 26

-303

0.01%

GREENWOOD CAPITAL ASSOCIATES LLC

11.06K

Jun 30, 26

+3.80K

0.01%

Sound Financial Strategies Group, LLC

10.88K

Jun 30, 26

+325

0.01%

MAI Capital Management

10.74K

Jun 30, 26

-298

0.01%

BAILARD, INC.

10.55K

Jun 30, 26

-249

0.01%

Sanctuary Advisors, LLC

10.43K

Jun 30, 26

+577

0.01%

SJS Investment Consulting Inc.

10.00K

Jun 30, 26

0.01%

MATHER GROUP, LLC.

9.59K

Jun 30, 26

-1.08K

0.01%

Parkwoods Wealth Partners, LLC

9.55K

Jun 30, 26

+124

0.01%

Life Planning Partners, Inc

9.55K

Jun 30, 26

-2.52K

0.01%

BRIGHTON JONES LLC

9.41K

Jun 30, 26

-697

0.01%

Resources Investment Advisors, LLC.

9.01K

Jun 30, 26

+127

0.01%

Integris Wealth Management, LLC

8.94K

Jun 30, 26

-640

0.01%

Avidian Wealth Solutions, LLC

8.93K

Jun 30, 26

+4.33K

0.01%

Nuveen, LLC

8.81K

Jun 30, 26

+8.81K

0.01%

RICHARDSON FINANCIAL SERVICES INC.

8.76K

Jun 30, 26

-148

0.01%

Parallel Advisors, LLC

8.72K

Jun 30, 26

+695

0.01%

AMERICAN FINANCIAL & TAX STRATEGIES INC

8.66K

Jun 30, 26

0.01%

SENTINEL PENSION ADVISORS INC

8.52K

Jun 30, 26

0.01%

MML INVESTORS SERVICES, LLC

8.29K

Jun 30, 26

+1.68K

0.01%

Waldron Private Wealth LLC

8.25K

Jun 30, 26

0.01%

HighTower Advisors, LLC

8.22K

Jun 30, 26

-99

0.01%

Antonelli Financial Advisors, LLC

8.17K

Jun 30, 26

-1.34K

0.01%

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

8.15K

Jun 30, 26

-121

0.01%

BLAIR WILLIAM & CO/IL

8.06K

Jun 30, 26

+123

0.01%

Truepoint, Inc.

7.92K

Jun 30, 26

+1.20K

0.01%

ZRC WEALTH MANAGEMENT, LLC

7.90K

Jun 30, 26

+458

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

7.64K

Jun 30, 26

-174

0.01%

Foster Group, Inc.

7.61K

Jun 30, 26

+106

0.01%

Savvy Advisors, Inc.

7.55K

Jun 30, 26

+39

0.01%

Apollon Wealth Management, LLC

7.41K

Jun 30, 26

-105

0.01%

AQR CAPITAL MANAGEMENT LLC

7.38K

Jun 30, 26

-1.01K

0.01%

Johnson Financial Group, LLC

7.29K

Jun 30, 26

+1.86K

0.01%

Uptown Financial Advisors LLC

6.91K

Jun 30, 26

-1.19K

0.01%

Greenwich Wealth Management LLC

6.85K

Jun 30, 26

0.01%

Quantinno Capital Management LP

6.83K

Jun 30, 26

+1.56K

0.01%

Murphy & Mullick Capital Management Corp

6.81K

Jun 30, 26

-438

0.01%

Global Trust Wealth Management LLC

6.72K

Jun 30, 26

+1.09K

0.01%

Apella Capital, LLC

6.71K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

6.69K

Jun 30, 26

+6.69K

0.01%

Lifetime Wealth Management P.C.

6.67K

Jun 30, 26

-20.64K

0.01%

Atomi Financial Group, Inc.

6.66K

Jun 30, 26

-2.20K

0.01%

ALLIANCEBERNSTEIN L.P.

6.62K

Jun 30, 26

+171

0.01%

Balanced Rock Investment Advisor

6.59K

Jun 30, 26

-498

0.01%

Traub Capital Management LLC

6.58K

Jun 30, 26

-377

0.01%

J.W. COLE ADVISORS, INC.

6.48K

Jun 30, 26

+6.48K

0.01%

Sequoia Financial Advisors, LLC

6.14K

Jun 30, 26

-1.34K

0.01%

JONES FINANCIAL COMPANIES LLLP

6.14K

Jun 30, 26

+533

0.01%

TD Waterhouse Canada Inc.

6.10K

Jun 30, 26

0.01%

FMR LLC

5.97K

Jun 30, 26

+437

0.01%

Jordan Park Trust Co LLC

5.96K

Jun 30, 26

0.01%

Main Street Financial Solutions, LLC

5.94K

Jun 30, 26

-15

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

5.75K

Jun 30, 26

+361

0.01%

BlackRock, Inc.

5.58K

Jun 30, 26

-129

0.01%

Perigon Wealth Management, LLC

5.26K

Jun 30, 26

+87

0.01%

Wedmont Private Capital

5.18K

Jun 30, 26

-7.45K

0.01%

CUTLER INVESTMENT COUNSEL LLC

5.11K

Jun 30, 26

-31

0.01%

Apeiron RIA LLC

5.06K

Jun 30, 26

+416

0.01%

Ridgewood Investments LLC

4.88K

Jun 30, 26

+202

0.01%

First Citizens Asset Management, Inc.

4.84K

Jun 30, 26

+229

0.01%

INVESTED ADVISORS

4.83K

Jun 30, 26

+4.83K

0.01%

Compass Ion Advisors, LLC

4.79K

Jun 30, 26

0.01%

Klingman & Associates, LLC

4.72K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

4.64K

Jun 30, 26

-119

0.01%

XCELSIOR ADVISOR PARTNERS LLC

4.63K

Jun 30, 26

+100

0.01%

Concurrent Investment Advisors, LLC

4.55K

Jun 30, 26

+4.55K

0.01%

FSM Wealth Advisors, LLC

4.50K

Jun 30, 26

+4.50K

0.01%

Strategic Investment Solutions, Inc. /IL

3.98K

Jun 30, 26

0.00%

Parkside Financial Bank & Trust

3.88K

Jun 30, 26

+1.79K

0.00%

Integrated Wealth Concepts LLC

3.56K

Jun 30, 26

+3.56K

0.00%

MASECO LLP

3.56K

Jun 30, 26

-331

0.00%

HUNTINGTON NATIONAL BANK

3.42K

Jun 30, 26

+309

0.00%

Bogart Wealth, LLC

3.28K

Jun 30, 26

0.00%

Basecamp Wealth Advisors LLC

3.27K

Jun 30, 26

-1.66K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

3.19K

Jun 30, 26

-77

0.00%

MERCER GLOBAL ADVISORS INC /ADV

3.19K

Jun 30, 26

+3.19K

0.00%

HARBOUR INVESTMENTS, INC.

3.14K

Jun 30, 26

+132

0.00%

BROWN BROTHERS HARRIMAN & CO

2.98K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

2.98K

Jun 30, 26

+1.09K

0.00%

ORG Wealth Partners, LLC

2.67K

Jun 30, 26

+2.67K

0.00%

RED REEF ADVISORS LLC

2.45K

Jun 30, 26

-75

0.00%

Larson Financial Group LLC

2.41K

Jun 30, 26

-855

0.00%

Pinnacle Bancorp, Inc.

2.05K

Jun 30, 26

0.00%

BESSEMER GROUP INC

1.92K

Jun 30, 26

+10

0.00%

Glassman Wealth Services

1.64K

Jun 30, 26

+1.64K

0.00%

AlphaCore Capital LLC

1.63K

Jun 30, 26

-5

0.00%

Timbuktu Capital Management, LLC

1.63K

Jun 30, 26

+1.63K

0.00%

AE Wealth Management LLC

1.61K

Jun 30, 26

+1.10K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.36K

Jun 30, 26

-11

0.00%

MONTAG A & ASSOCIATES INC

1.20K

Jun 30, 26

0.00%

Fairman Group, LLC

1.09K

Jun 30, 26

0.00%

UMB Bank, n.a.

1.07K

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

1.03K

Jun 30, 26

0.00%

United Financial Planning Group LLC

1.00K

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

981

Jun 30, 26

0.00%

Front Row Advisors LLC

972

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

965

Jun 30, 26

0.00%

IFP Advisors, Inc

936

Jun 30, 26

+26

0.00%

Golden State Wealth Management, LLC

924

Jun 30, 26

+779

0.00%

Continuum Advisory, LLC

917

Jun 30, 26

+917

0.00%

North Star Investment Management Corp.

829

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

822

Jun 30, 26

-71

0.00%

FORTRESS FINANCIAL GROUP, LLC

812

Jun 30, 26

+812

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

760

Jun 30, 26

+432

0.00%

Gold Investment Management Ltd.

723

Jun 30, 26

+714

0.00%

ALBION FINANCIAL GROUP /UT

598

Jun 30, 26

0.00%

Allworth Financial LP

574

Jun 30, 26

+58

0.00%

WealthCollab, LLC

540

Jun 30, 26

0.00%

Pacifica Partners Inc.

505

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

494

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

486

Jun 30, 26

-300

0.00%

Ashton Thomas Private Wealth, LLC

471

Jun 30, 26

-347

0.00%

SRS Capital Advisors, Inc.

464

Jun 30, 26

+452

0.00%

RAFFA WEALTH MANAGEMENT, LLC

450

Jun 30, 26

-10

0.00%

Synergy Investment Management, LLC

416

Jun 30, 26

-4

0.00%

New Republic Capital, LLC

403

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

400

Jun 30, 26

-1.16K

0.00%

TRUST CO OF VERMONT

361

Jun 30, 26

+361

0.00%

Founders Financial Alliance, LLC

354

Jun 30, 26

+10

0.00%

Capital Analysts, LLC

340

Jun 30, 26

-28

0.00%

TFC Financial Management, Inc.

331

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

321

Jun 30, 26

-1

0.00%

Atlantic Union Bankshares Corp

291

Jun 30, 26

+117

0.00%

Richardson Capital Management LLC

286

Jun 30, 26

0.00%

Pflug Koory, LLC

283

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

248

Jun 30, 26

+200

0.00%

IMA Wealth, Inc.

227

Jun 30, 26

0.00%

Rossby Financial, LCC

206

Jun 30, 26

0.00%

Ancora Advisors, LLC

206

Jun 30, 26

0.00%

Colonial Trust Co / SC

200

Jun 30, 26

0.00%

Moisand Fitzgerald Tamayo, LLC

197

Jun 30, 26

+197

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

194

Jun 30, 26

0.00%

CGC Financial Services, LLC

190

Jun 30, 26

+190

0.00%

Steward Partners Investment Advisory, LLC

175

Jun 30, 26

+84

0.00%

VANGUARD ADVISERS INC

165

Jun 30, 26

+165

0.00%

Brooklyn FI, LLC

159

Jun 30, 26

+159

0.00%

EFG International AG

155

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

150

Jun 30, 26

0.00%

PFS Partners, LLC

142

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

135

Jun 30, 26

+135

0.00%

ROGCO, LP

131

Jun 30, 26

+131

0.00%

BANK OF MONTREAL /CAN/

119

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

115

Jun 30, 26

0.00%

Asset Dedication, LLC

109

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

103

Jun 30, 26

0.00%

Burk Holdings LLC

102

Jun 30, 26

-212

0.00%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

100

Jun 30, 26

+100

0.00%

BNP PARIBAS ARBITRAGE, SNC

100

Jun 30, 26

-10

0.00%

SITTNER & NELSON, LLC

Jun 30, 26

+98

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+98

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

MCF Advisors LLC

Jun 30, 26

0.00%

Tidemark, LLC

Jun 30, 26

0.00%

Pillar Financial Advisors, LLC

Jun 30, 26

0.00%

Winthrop Capital Management, LLC

Jun 30, 26

0.00%

Versant Capital Management, Inc

Jun 30, 26

-64

0.00%

CrossGen Wealth, LLC

Jun 30, 26

+56

0.00%

HM PAYSON & CO

Jun 30, 26

0.00%

CVA Family Office, LLC

Jun 30, 26

0.00%

Glass Jacobson Investment Advisors llc

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Jun 30, 26

0.00%

TSFG, LLC

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

Jun 30, 26

0.00%

DiNuzzo Private Wealth, Inc.

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+40

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+40

0.00%

Abound Wealth Management

Jun 30, 26

+36

0.00%

SYM FINANCIAL Corp

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

+31

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

+26

0.00%

Investors Research Corp

Jun 30, 26

0.00%

Community Bank, N.A.

Jun 30, 26

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

Crewe Advisors LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

FINANCIAL CONSULATE, INC

Jun 30, 26

+25

0.00%

Triumph Capital Management

Jun 30, 26

-114

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-170

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

0.00%

Graney & King, LLC

Jun 30, 26

0.00%

High Note Wealth, LLC

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

Jun 30, 26

0.00%

Financial Management Professionals, Inc.

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

0.00%

Mosley Wealth Management

Jun 30, 26

0.00%

Coastal Investment Advisors, Inc.

Jun 30, 26

0.00%

Concord Wealth Partners

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

Jun 30, 26

0.00%

Kilter Group LLC

Jun 30, 26

0.00%

SeaCrest Wealth Management, LLC

Jun 30, 26

-7.66K

Mount Lucas Management LP

Jun 30, 26

-16.92K

RMG Wealth Management LLC

Jun 30, 26

-1.72K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-10.80K

KELLEHER FINANCIAL ADVISORS

Jun 30, 26

-27

Creative Capital Management Investments LLC

Jun 30, 26

-7

Eqis Capital Management, Inc.

Jun 30, 26

-5.66K

Key Capital Management, INC

Jun 30, 26

-5

Activest Wealth Management

Jun 30, 26

-2

Clear Point Advisors Inc.

Jun 30, 26

-9.83K

GTS SECURITIES LLC

Jun 30, 26

-37.04K

AdvisorNet Financial, Inc

Jun 30, 26

-254

Qube Research & Technologies Ltd

Jun 30, 26

-52.98K

Facet Wealth, Inc.

Jun 30, 26

-4.84K

Noble Wealth Management PBC

Jun 30, 26

-100

Western Wealth Management, LLC

Jun 30, 26

-200

Ankerstar Wealth, LLC

Jun 30, 26

-6

AlphaCentric Advisors LLC

Jun 30, 26

-2.48K

Addison Advisors LLC

Jun 30, 26

-66

Quadrature Capital Ltd

Jun 30, 26

-23.84K

Advisory Services Network, LLC

Jun 30, 26

-2.33K

Root Financial Partners, LLC

Jun 30, 26

-5.80K

D. E. Shaw & Co., Inc.

Jun 30, 26

-14.25K

Uniplan Investment Counsel, Inc.

Jun 30, 26

-18.43K

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-746

TWO SIGMA SECURITIES, LLC

Jun 30, 26

-8.23K

FLOW TRADERS U.S. LLC

Jun 30, 26

-252.81K

Ameritas Advisory Services, LLC

Jun 30, 26

-7.41K

First Pacific Financial

Jun 30, 26

-24

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-15

Knights of Columbus Asset Advisors LLC

Jun 30, 26

-2.34K

Sumitomo Mitsui DS Asset Management Company, Ltd

Jun 30, 26

-50.19K

HOEY INVESTMENTS, INC

Jun 30, 26

-3

Equitable Holdings, Inc.

Jun 30, 26

-169.91K

Squarepoint Ops LLC

Jun 30, 26

-5.04K

VisionPoint Advisory Group, LLC

Jun 30, 26

-4.51K

Innovative Asset Advisors Group, LLC

Jun 30, 26

-81

HHM Wealth Advisors, LLC

Jun 30, 26

-47

HRT FINANCIAL LP

Jun 30, 26

-8.32K

Kozak & Associates, Inc.

Jun 30, 26

-27

NATIONAL BANK OF CANADA /FI/

Jun 30, 26

-4.07K

SIMPLEX TRADING, LLC

Jun 30, 26

-360

LAIRD NORTON TRUST COMPANY, LLC

Jun 30, 26

-6.52K

EXENCIAL WEALTH ADVISORS, LLC

193.57K

Mar 31, 26

+48.36K

0.24%

CWM, LLC

143.80K

Mar 31, 26

+20.08K

0.18%

Horizons Wealth Management

16.39K

Mar 31, 26

+1.07K

0.02%

Evanson Asset Management, LLC

11.26K

Mar 31, 26

-8.76K

0.01%

North Ridge Wealth Advisors, Inc.

7.08K

Mar 31, 26

+28

0.01%

Cherry Tree Wealth Management, LLC

4.74K

Mar 31, 26

-259

0.01%

Evelyn Partners Investment Management LLP

620

Mar 31, 26

0.00%

Anchor Investment Management, LLC

358

Mar 31, 26

0.00%

Sunbelt Securities, Inc.

Mar 31, 26

-34

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

0.00%

SOL Capital Management CO

Mar 31, 26

-10.11K

VANGUARD GROUP INC

32.28K

Dec 31, 25

+131

0.04%

Running Point Capital Advisors, LLC

18.42K

Dec 31, 25

-811

0.02%

Total Wealth Planning, LLC

16.09K

Dec 31, 25

-130.25K

0.02%

CIBC Private Wealth Group, LLC

3.37K

Dec 31, 25

+1.71K

0.00%

COMERICA BANK

3.22K

Dec 31, 25

+973

0.00%

MGB Wealth Management, LLC

Dec 31, 25

-6

NAPA WEALTH MANAGEMENT

11.69K

Sep 30, 25

+135

0.01%

Lowe Wealth Advisors, LLC

4.71K

Sep 30, 25

+1.70K

0.01%

OPTIMUM INVESTMENT ADVISORS

1.12K

Sep 30, 25

-1

0.00%

AllSquare Wealth Management LLC

544

Sep 30, 25

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Guerra Advisors Inc

Sep 30, 25

+14

0.00%

KRAFT ASSET MANAGEMENT, LLC

19.16K

Jun 30, 25

-100

0.02%

AVANTAX ADVISORY SERVICES, INC.

5.86K

Jun 30, 25

+534

0.01%

Atria Wealth Solutions, Inc.

5.31K

Jun 30, 25

+188

0.01%

Parkworth Wealth Management, Inc.

2.21K

Jun 30, 25

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+15

0.00%

First Horizon Advisors, Inc.

Jun 30, 25

-21

Sandy Spring Bank

174

Mar 31, 25

0.00%

Merriman Wealth Management, LLC

23.52K

Dec 31, 24

-89.88K

0.03%

SignalPoint Asset Management, LLC

8.57K

Dec 31, 24

0.01%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

BBJS FINANCIAL ADVISORS, LLC

183.78K

Sep 30, 24

-2.04K

0.23%

Axiom Advisory, LLC

117.25K

Sep 30, 24

-58.29K

0.15%

RAYMOND JAMES & ASSOCIATES

23.55K

Sep 30, 24

-2.48K

0.03%

Argent Financial Group, Inc.

14.31K

Sep 30, 24

+14.31K

0.02%

Raymond James Financial Services Advisors, Inc.

5.45K

Sep 30, 24

-1.13K

0.01%

Syntrinsic LLC

227

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

192

Sep 30, 24

+192

0.00%

Carmichael Hill & Associates, Inc.

188

Sep 30, 24

0.00%

Windham Capital Management, LLC

62.15K

Jun 30, 24

-163

0.08%

BUCKINGHAM STRATEGIC WEALTH, LLC

27.84K

Jun 30, 24

-410

0.03%

BlackRock Inc.

6.50K

Jun 30, 24

+6.50K

0.01%

Spotlight Asset Group, Inc.

600

Jun 30, 24

0.00%

Private Ocean, LLC

541

Jun 30, 24

+161

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

375

Jun 30, 24

-35

0.00%

ICA Group Wealth Management, LLC

Jun 30, 24

-91

Charles Schwab Investment Advisory, Inc.

6.55M

Mar 31, 24

-246.38K

8.13%

Perella Weinberg Partners Capital Management LP

63.05K

Mar 31, 24

0.08%

Cetera Advisor Networks LLC

16.15K

Mar 31, 24

+868

0.02%

Cetera Advisors LLC

16.07K

Mar 31, 24

+9.05K

0.02%

Cutler Group LLC / CA

600

Mar 31, 24

+100

0.00%

Retirement Group, LLC

Mar 31, 24

0.00%

FOCUS FINANCIAL NETWORK INC /ADV

4.96K

Dec 31, 23

+4.96K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

13.85K

Sep 30, 23

-13

0.02%

Intercontinental Wealth Advisors, LLC

8.50K

Jun 30, 23

0.01%

Lumature Wealth Partners, LLC

1.13K

Jun 30, 23

-137

0.00%

BerganKDV Wealth Management, LLC

Jun 30, 23

0.00%

TimeScale Financial, Inc.

Jun 30, 23

-109

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-20

Ahrens Investment Partners LLC

4.65K

Mar 31, 23

-12.99K

0.01%

Baldrige Asset Management LLC

490

Mar 31, 23

0.00%

Personal Capital Advisors Corp

11.93M

Dec 31, 22

+1.31M

14.80%

REFRAME WEALTH, LLC

43.23K

Dec 31, 22

+43.23K

0.05%

Capital Directions Investment Advisors, LLC

43.23K

Dec 31, 22

+43.23K

0.05%

BANK OF THE WEST

33.30K

Dec 31, 22

+33.30K

0.04%

NEW ENGLAND GUILD WEALTH ADVISORS, INC.

28.65K

Dec 31, 22

-172

0.04%

Align Wealth Management, LLC

1.16K

Dec 31, 22

+1.16K

0.00%

Sargent Bickham Lagudis LLC

256

Dec 31, 22

+22

0.00%

DOWLING & YAHNKE LLC

321.09K

Sep 30, 22

+30.35K

0.40%

CPWM, LLC

136.45K

Sep 30, 22

+82.74K

0.17%

American Portfolios Advisors

31.60K

Sep 30, 22

-25

0.04%

MUFG Americas Holdings Corp

3.91K

Sep 30, 22

+166

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

624

Sep 30, 22

+624

0.00%

Surevest, LLC

470

Sep 30, 22

0.00%

Strategic Asset Management, LLC

Sep 30, 22

-6

Enterprise Trust & Investment Co

27.00K

Jun 30, 22

+7.50K

0.03%

HANCOCK WHITNEY INVESTMENT SERVICES INC.

21.78K

Jun 30, 22

+699

0.03%

BREWIN DOLPHIN LTD

3.81K

Jun 30, 22

0.00%

Fieldpoint Private Securities, LLC

3.50K

Jun 30, 22

+96

0.00%

Cordasco Financial Network

230

Jun 30, 22

0.00%

HC FINANCIAL ADVISORS INC

Jun 30, 22

0.00%

People's United Financial, Inc.

3.86K

Mar 31, 22

+3.86K

0.00%

Permit Capital Advisors, LLC

2.52K

Mar 31, 22

+2.52K

0.00%

FIRST QUADRANT LLC/CA

2.10K

Mar 31, 22

-1.21K

0.00%

Lenox Wealth Advisors, LLC

Mar 31, 22

-90

RITTER DANIHER FINANCIAL ADVISORY LLC

Mar 31, 22

-7

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

-2.16K

Windsor Creek Advisors, LLC

8.03K

Dec 31, 21

+8.03K

0.01%

NEXT Financial Group, Inc

2.53K

Dec 31, 21

0.00%

REILLY FINANCIAL ADVISORS, LLC

Dec 31, 21

-28

0.00%

Carroll Financial Associates, Inc.

Dec 31, 21

0.00%

MANAGED ACCOUNT SERVICES INC

71.86K

Sep 30, 21

-9.16K

0.09%

Alexandria Capital, LLC

21.30K

Sep 30, 21

-1.08K

0.03%

Ameritas Investment Company, LLC

4.13K

Sep 30, 21

+3.78K

0.01%

Homrich & Berg

3.76K

Sep 30, 21

-820

0.00%

Berman Capital Advisors, LLC

Sep 30, 21

-112

Filbrandt Wealth Management, LLC

Sep 30, 21

-19

AdvicePeriod, LLC

13.39K

Jun 30, 21

+413

0.02%

Hoover Financial Advisors, Inc.

4.39K

Jun 30, 21

0.01%

Sullivan, Bruyette, Speros & Blaney, LLC

22.08K

Mar 31, 21

+2.11K

0.03%

WealthStone, Inc.

9.25K

Mar 31, 21

+2.06K

0.01%

OLD MISSION CAPITAL, LLC

10.30K

Dec 31, 20

+10.30K

0.01%

Reby Advisors, LLC

307

Dec 31, 20

+307

0.00%

Winslow, Evans & Crocker, Inc.

153

Dec 31, 20

+153

0.00%

ROWLAND CARMICHAEL ADVISORS INC /ADV

Dec 31, 20

0.00%

Filament LLC

54.90K

Sep 30, 20

+477

0.07%

First Allied Advisory Services, Inc.

36.82K

Sep 30, 20

-10.55K

0.05%

Independence Advisors, LLC

29.67K

Sep 30, 20

+6.15K

0.04%

SECURITY CAPITAL RESEARCH & MANAGEMENT INC

244.25K

Jun 30, 20

-31.15K

0.30%

TRUEWEALTH LLC

522

Jun 30, 20

0.00%

JOYN Advisors, Inc.

302.32K

Mar 31, 20

-78.09K

0.38%

Stratford Consulting, LLC

80.27K

Mar 31, 20

-35.68K

0.10%

Squar Milner Financial Services LLC

Mar 31, 20

-4

Huber Financial Advisors, LLC

Mar 31, 20

-7.32K

Whitnell & Co.

160.29K

Dec 31, 19

+5.86K

0.20%

LADENBURG THALMANN FINANCIAL SERVICES INC.

48.42K

Dec 31, 19

+1.64K

0.06%

Advisor Group, Inc.

27.05K

Dec 31, 19

+217

0.03%

Beacon Pointe Wealth Advisors, LLC

8.38K

Dec 31, 19

-817

0.01%

Guidant Wealth Advisors

69.95K

Sep 30, 19

+5.14K

0.09%

BOSTON ADVISORS LLC

Sep 30, 19

-13.57K

Delphi Private Advisors LLC

Jun 30, 19

+70

0.00%

AVIANCE CAPITAL MANAGEMENT, LLC

12.95K

Mar 31, 19

-1.09K

0.02%

HL FINANCIAL SERVICES LLC

11.39K

Mar 31, 19

-6.24K

0.01%

TRUST DEPARTMENT MB FINANCIAL BANK N A

314

Mar 31, 19

0.00%

NEXT Financial Holdings

156

Mar 31, 19

+156

0.00%

Mosaic Financial Partners, Inc.

4.37K

Jun 30, 18

-362

0.01%

SteelBridge Private Wealth Advisors LLC

3.78K

Mar 31, 18

+3.78K

0.00%

BB&T INVESTMENT SERVICES, INC.

970

Dec 31, 17

-1.12K

0.00%

NATIONAL PLANNING CORP

Dec 31, 17

-16.80K

PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC

93.47K

Sep 30, 17

-3.94K

0.12%

RAY GERALD L & ASSOCIATES LTD

12.53K

Sep 30, 17

0.02%

ROBERTSON STEPHENS ADVISORS LLC

5.47K

Sep 30, 17

+5.47K

0.01%

Commonwealth Equity Services, Inc

120.55K

Jun 30, 17

+3.80K

0.15%

iAB Financial Bank

6.14K

Jun 30, 17

+100

0.01%

Virtu KCG Holdings LLC

Jun 30, 17

-8.31K

EDGE ASSET MANAGEMENT, INC

65.70K

Mar 31, 17

0.08%

Clarity Capital KCPS Ltd.

13.96K

Mar 31, 17

+13.96K

0.02%

CT Financial Advisors LLC

6.46K

Mar 31, 17

+824

0.01%

MSI Financial Services Inc

2.87K

Dec 31, 16

+197

0.00%

INTEGRATED WEALTH COUNSEL, LLC

262

Dec 31, 16

0.00%

Argentus Capital Management, LLC

Dec 31, 16

-515

BlackRock Investment Management, LLC

Dec 31, 16

-13

EDMOND DE ROTHSCHILD (SUISSE) S.A.

33.90K

Sep 30, 16

+33.90K

0.04%

Counsel Portfolio Services Inc.

16.48K

Jun 30, 16

+16.48K

0.02%

Cleary Gull Holdings Inc.

2.00K

Mar 31, 16

0.00%

Gupta Wealth Management LLC

535

Mar 31, 16

-208

0.00%

BHF Kleinwort Benson Group S.A.

Mar 31, 16

-18.93K

ASPIRIANT HOLDINGS S3, LLC

13.86K

Dec 31, 15

+1.43K

0.02%

Taylor, Cottrill LLC

13.03K

Dec 31, 15

+1.50K

0.02%

Pinnacle Summer Investments, Inc.

Dec 31, 15

0.00%

FutureAdvisor, Inc.

595.79K

Sep 30, 15

+85.16K

0.74%

CITY NATIONAL BANK

139.56K

Sep 30, 15

-242.91K

0.17%

J.P. Turner & Co Capital Mnagement, LLC

42.14K

Sep 30, 15

+42.14K

0.05%

MANAGED ACCOUNT ADVISORS LLC

43.47K

Jun 30, 15

+32.60K

0.05%

CLEARY GULL INC.

2.00K

Mar 31, 15

+2.00K

0.00%

STANCORP INVESTMENT ADVISERS INC

1.48K

Mar 31, 15

0.00%

NEW ENGLAND SECURITIES CORP /MA/

1.63K

Dec 31, 14

+300

0.00%

Placemark Investments, Inc.

Dec 31, 14

-5.03K

UBS AG

115.84K

Sep 30, 14

+2.37K

0.14%

1919 Investment Counsel, LLC

244

Sep 30, 14

0.00%

KMS FINANCIAL SERVICES, INC

43.16K

Jun 30, 14

-80.91K

0.05%

WILMINGTON TRUST CO

7.62K

Jun 30, 14

+805

0.01%

Jane Street Holding, LLC

203.27K

Dec 31, 13

+48.94K

0.25%

STIFEL NICOLAUS & CO INC \MO\

17.77K

Sep 30, 13

+2.54K

0.02%