Vanguard Russell 1000 ETF(VONE)

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Vanguard Russell 1000 ETF(VONE)

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$346.86—

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VONE(VONE)

VONE

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Institutional Ownership

Top 523 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	1.45M	Jun 30, 26	+149.34K	4.27%
AMERIPRISE FINANCIAL INC	834.99K	Jun 30, 26	-75.38K	2.46%
FMR LLC	727.61K	Jun 30, 26	-21.15K	2.14%
UBS Group AG	679.59K	Jun 30, 26	-31.65K	2.00%
STIFEL FINANCIAL CORP	519.13K	Jun 30, 26	+30.74K	1.53%
RED CEDAR INVESTMENT MANAGEMENT, LLC	507.40K	Jun 30, 26	-9.61K	1.49%
Bank of New York Mellon Corp	483.14K	Jun 30, 26	+4.02K	1.42%
BANK OF AMERICA CORP /DE/	472.84K	Jun 30, 26	-82.56K	1.39%
CITIGROUP INC	459.10K	Jun 30, 26	-12	1.35%
Jordan Park Group LLC	432.39K	Jun 30, 26	+24.73K	1.27%
Apella Capital, LLC	359.51K	Jun 30, 26	+28.91K	1.06%
RAYMOND JAMES FINANCIAL INC	320.83K	Jun 30, 26	+8.87K	0.95%
Waverly Advisors, LLC	294.30K	Jun 30, 26	-2.83K	0.87%
Cerity Partners LLC	287.67K	Jun 30, 26	-2.48K	0.85%
MAI Capital Management	256.56K	Jun 30, 26	+94.63K	0.76%
ENVESTNET ASSET MANAGEMENT INC	250.98K	Jun 30, 26	+15.14K	0.74%
Flower City Capital	244.06K	Jun 30, 26	+3.31K	0.72%
WELLS FARGO & COMPANY/MN	223.61K	Jun 30, 26	-6.38K	0.66%
Summit Trail Advisors, LLC	212.94K	Jun 30, 26	+212.94K	0.63%
Colter Lewis Investment Partners LLC	185.58K	Jun 30, 26	+185.58K	0.55%
Beacon Pointe Advisors, LLC	176.75K	Jun 30, 26	+5.06K	0.52%
Sherrill & Hutchins Financial Advisory, Inc	155.80K	Jun 30, 26	-1.71K	0.46%
Heartwood Wealth Advisors LLC	150.40K	Jun 30, 26	+4.32K	0.44%
Hilltop Partners LLC	138.13K	Jun 30, 26	-112.78K	0.41%
JONES FINANCIAL COMPANIES LLLP	126.47K	Jun 30, 26	+27.77K	0.37%
GOLDMAN SACHS GROUP INC	125.05K	Jun 30, 26	+8.90K	0.37%
HighTower Advisors, LLC	116.86K	Jun 30, 26	-2.05K	0.34%
VANGUARD ADVISERS INC	112.04K	Jun 30, 26	-775	0.33%
OLD NATIONAL BANCORP /IN/	111.94K	Jun 30, 26	+6.16K	0.33%
Hirtle Callaghan & Co LLC	105.69K	Jun 30, 26	+11.16K	0.31%
Cetera Investment Advisers	99.48K	Jun 30, 26	+630	0.29%
Pathstone Holdings, LLC	96.43K	Jun 30, 26	+28.95K	0.28%
KEYBANK NATIONAL ASSOCIATION/OH	85.09K	Jun 30, 26	-24.27K	0.25%
AQR CAPITAL MANAGEMENT LLC	80.64K	Jun 30, 26	+696	0.24%
CHOREO, LLC	77.33K	Jun 30, 26	+3.07K	0.23%
MML INVESTORS SERVICES, LLC	76.62K	Jun 30, 26	+32.17K	0.23%
LPL Financial LLC	76.26K	Jun 30, 26	-31.89K	0.22%
CHERRYDALE WEALTH MANAGEMENT, LLC	75.51K	Jun 30, 26	+2.41K	0.22%
1900 WEALTH MANAGEMENT LLC	74.31K	Jun 30, 26	+1.86K	0.22%
JPMORGAN CHASE & CO	73.82K	Jun 30, 26	+2.91K	0.22%
Zhang Financial LLC	69.62K	Jun 30, 26	+49.12K	0.21%
Stegner Investment Associates Inc.	67.32K	Jun 30, 26	+3	0.20%
NICOLET BANKSHARES INC	64.11K	Jun 30, 26	+2.58K	0.19%
Opus Capital Group, LLC	62.63K	Jun 30, 26	-1.19K	0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	62.30K	Jun 30, 26	-1.47K	0.18%
MERCER GLOBAL ADVISORS INC /ADV	60.64K	Jun 30, 26	-4.45K	0.18%
Arbor Investment Advisors, LLC	53.35K	Jun 30, 26	+66	0.16%
Modern Wealth Management, LLC	50.50K	Jun 30, 26	-7.90K	0.15%
Colony Group, LLC	45.23K	Jun 30, 26	+7.03K	0.13%
Cambridge Investment Research Advisors, Inc.	45.15K	Jun 30, 26	+1.32K	0.13%
Savant Capital, LLC	44.77K	Jun 30, 26	+23.68K	0.13%
Pitcairn Wealth Advisors LLC	42.89K	Jun 30, 26	-841	0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	40.36K	Jun 30, 26	+207	0.12%
RHUMBLINE ADVISERS	38.92K	Jun 30, 26	-1.80K	0.11%
Mariner, LLC	33.70K	Jun 30, 26	-3.70K	0.10%
NORTHERN TRUST CORP	33.69K	Jun 30, 26	--	0.10%
Creative Planning	32.38K	Jun 30, 26	+2.05K	0.10%
COZAD ASSET MANAGEMENT INC	31.88K	Jun 30, 26	-2.26K	0.09%
COLDSTREAM CAPITAL MANAGEMENT INC	31.72K	Jun 30, 26	-612	0.09%
M&T BANK CORP	30.88K	Jun 30, 26	+2.65K	0.09%
ROYAL BANK OF CANADA	30.74K	Jun 30, 26	+45	0.09%
Thrive Wealth Management, LLC	30.63K	Jun 30, 26	-577	0.09%
FOUNDERS CAPITAL MANAGEMENT, LLC	30.20K	Jun 30, 26	--	0.09%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	30.15K	Jun 30, 26	-752	0.09%
CAPTRUST FINANCIAL ADVISORS	29.93K	Jun 30, 26	+7.45K	0.09%
Rialto Wealth Management, LLC	29.69K	Jun 30, 26	-2.13K	0.09%
Owl Creek Wealth Partners LLC	29.57K	Jun 30, 26	+388	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	29.21K	Jun 30, 26	+5.58K	0.09%
FourThought Financial Partners, LLC	28.77K	Jun 30, 26	-598	0.08%
Crusonia Wealth Advisors LLC	27.52K	Jun 30, 26	-465	0.08%
COMMERCE BANK	27.32K	Jun 30, 26	+1.73K	0.08%
Nova R Wealth, Inc.	26.66K	Jun 30, 26	-926	0.08%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	26.63K	Jun 30, 26	+1.13K	0.08%
Navigate Wealth Management, LLC	26.54K	Jun 30, 26	-49	0.08%
COMMONWEALTH EQUITY SERVICES, LLC	25.79K	Jun 30, 26	+1.14K	0.08%
FIFTH THIRD BANCORP	25.43K	Jun 30, 26	-150	0.07%
Roble, Belko & Company, Inc	25.25K	Jun 30, 26	+29	0.07%
Capstone Financial Advisors, Inc.	22.63K	Jun 30, 26	-36	0.07%
SoundView Advisors Inc.	22.49K	Jun 30, 26	+45	0.07%
ALESCO ADVISORS LLC	22.12K	Jun 30, 26	-201	0.07%
Allworth Financial LP	21.92K	Jun 30, 26	-899	0.06%
PRECEDENT WEALTH PARTNERS, LLC	21.79K	Jun 30, 26	+3.67K	0.06%
Hapanowicz & Associates Financial Services, Inc	21.48K	Jun 30, 26	-582	0.06%
Note Advisors, LLC	21.37K	Jun 30, 26	-696	0.06%
SouthState Corp	20.39K	Jun 30, 26	-1.20K	0.06%
Brooklyn FI, LLC	19.43K	Jun 30, 26	-105	0.06%
Napier Financial, LLC	19.11K	Jun 30, 26	+561	0.06%
Aaron Wealth Advisors LLC	17.86K	Jun 30, 26	-225	0.05%
CBIZ Investment Advisory Services, LLC	17.67K	Jun 30, 26	--	0.05%
FIRST MANHATTAN CO. LLC.	17.63K	Jun 30, 26	-239	0.05%
SRS Capital Advisors, Inc.	17.45K	Jun 30, 26	+3.63K	0.05%
Gotham Asset Management, LLC	17.41K	Jun 30, 26	--	0.05%
ADVISOR GROUP HOLDINGS, INC.	16.79K	Jun 30, 26	+11.35K	0.05%
LPWM LLC	16.78K	Jun 30, 26	+606	0.05%
Francis Financial, Inc.	16.27K	Jun 30, 26	+2.26K	0.05%
TRUIST FINANCIAL CORP	15.46K	Jun 30, 26	+490	0.05%
Baird Financial Group, Inc.	15.45K	Jun 30, 26	-40	0.05%
CMH Wealth Management LLC	15.26K	Jun 30, 26	-106	0.04%
REGIONS FINANCIAL CORP	15.14K	Jun 30, 26	--	0.04%
Keystone Financial Group	14.05K	Jun 30, 26	+2.19K	0.04%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	13.82K	Jun 30, 26	--	0.04%
SAPIENT CAPITAL LLC	13.23K	Jun 30, 26	+63	0.04%
Clearstead Advisors, LLC	12.65K	Jun 30, 26	+4.42K	0.04%
Tradewinds, LLC.	12.40K	Jun 30, 26	+12.40K	0.04%
Nadler Financial Group, Inc.	11.72K	Jun 30, 26	-1.37K	0.03%
Global Retirement Partners, LLC	11.47K	Jun 30, 26	+11.47K	0.03%
Sigma Planning Corp	10.47K	Jun 30, 26	-137	0.03%
Parallel Advisors, LLC	10.23K	Jun 30, 26	--	0.03%
Arete Wealth Advisors, LLC	10.13K	Jun 30, 26	-3.05K	0.03%
Brio Consultants, LLC	9.91K	Jun 30, 26	-42	0.03%
Envestnet Portfolio Solutions, Inc.	9.88K	Jun 30, 26	-222	0.03%
Schoolcraft Capital LLC	9.85K	Jun 30, 26	-206	0.03%
Kestra Advisory Services, LLC	9.59K	Jun 30, 26	+580	0.03%
AMG National Trust Bank	9.53K	Jun 30, 26	+1.82K	0.03%
Rehmann Capital Advisory Group	9.09K	Jun 30, 26	+1.79K	0.03%
Enclave Advisors LLC	9.05K	Jun 30, 26	--	0.03%
Fifth Third Wealth Advisors LLC	8.82K	Jun 30, 26	+85	0.03%
Vigilare Wealth Management	8.77K	Jun 30, 26	+1.72K	0.03%
JFS WEALTH ADVISORS, LLC	8.60K	Jun 30, 26	--	0.03%
Quantum Capital Management, LLC / NJ	8.58K	Jun 30, 26	-126	0.03%
Ballast Rock Private Wealth LLC	8.28K	Jun 30, 26	+638	0.02%
Arsenal Capital Advisors LLC	8.18K	Jun 30, 26	+460	0.02%
Carroll Advisory Group, LLC	8.15K	Jun 30, 26	-21	0.02%
Wealthspire Advisors, LLC	8.14K	Jun 30, 26	+21	0.02%
RENAISSANCE TECHNOLOGIES LLC	7.84K	Jun 30, 26	+7.84K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	7.83K	Jun 30, 26	-1.33K	0.02%
Rockefeller Capital Management L.P.	7.50K	Jun 30, 26	+1.43K	0.02%
GLENMEDE TRUST CO NA	7.48K	Jun 30, 26	--	0.02%
RETIREMENT PLANNING GROUP, LLC / NY	7.47K	Jun 30, 26	-178	0.02%
PGIM Custom Harvest LLC	7.36K	Jun 30, 26	-3	0.02%
BLAIR WILLIAM & CO/IL	7.29K	Jun 30, 26	+2.00K	0.02%
FORMULATE FINANCIAL LLC	7.26K	Jun 30, 26	--	0.02%
Vanguard National Trust Co	7.26K	Jun 30, 26	--	0.02%
Landmark Wealth Management, LLC	7.15K	Jun 30, 26	+34	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	7.13K	Jun 30, 26	+328	0.02%
FOSTER & MOTLEY INC	6.93K	Jun 30, 26	-305	0.02%
Wealthcare Advisory Partners LLC	6.91K	Jun 30, 26	-349	0.02%
AdvisorNet Financial, Inc	6.75K	Jun 30, 26	-10	0.02%
Integrated Wealth Concepts LLC	6.71K	Jun 30, 26	-3.56K	0.02%
BANK OF MONTREAL /CAN/	6.39K	Jun 30, 26	-37.46K	0.02%
TD PRIVATE CLIENT WEALTH LLC	6.22K	Jun 30, 26	+1.21K	0.02%
MITCHELL MCLEOD PUGH & WILLIAMS INC	6.18K	Jun 30, 26	-69	0.02%
NewEdge Advisors, LLC	6.04K	Jun 30, 26	-3.59K	0.02%
Private Advisor Group, LLC	6.04K	Jun 30, 26	+1.53K	0.02%
Neuberger Berman Group LLC	5.98K	Jun 30, 26	+162	0.02%
VERUS WEALTH MANAGEMENT, LLC	5.73K	Jun 30, 26	-41	0.02%
PARSONS CAPITAL MANAGEMENT INC/RI	5.61K	Jun 30, 26	+1.41K	0.02%
Royal Fund Management, LLC	5.57K	Jun 30, 26	+5.57K	0.02%
TWIN FOCUS CAPITAL PARTNERS, LLC	5.57K	Jun 30, 26	--	0.02%
Indivisible Partners	5.34K	Jun 30, 26	-294	0.02%
Concurrent Investment Advisors, LLC	5.27K	Jun 30, 26	-738	0.02%
Bragg Financial Advisors, Inc	5.24K	Jun 30, 26	--	0.02%
ETF Portfolio Partners, Inc.	5.22K	Jun 30, 26	-266	0.02%
Smartleaf Asset Management LLC	5.11K	Jun 30, 26	--	0.02%
CI Private Wealth, LLC	5.05K	Jun 30, 26	-1.64K	0.01%
SHELTON CAPITAL MANAGEMENT	5.01K	Jun 30, 26	+13	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.94K	Jun 30, 26	-210	0.01%
Mutual Advisors, LLC	4.91K	Jun 30, 26	+1	0.01%
MGO ONE SEVEN LLC	4.76K	Jun 30, 26	+78	0.01%
Vise Technologies, Inc.	4.75K	Jun 30, 26	+3.85K	0.01%
CIBC Bancorp USA Inc.	4.69K	Jun 30, 26	+1.81K	0.01%
EP Wealth Advisors, LLC	4.68K	Jun 30, 26	+3.23K	0.01%
Anson Capital, Inc.	4.63K	Jun 30, 26	-7	0.01%
Atria Investments, Inc	4.59K	Jun 30, 26	-423	0.01%
Blackston Financial Advisory Group, LLC	4.52K	Jun 30, 26	-865	0.01%
RMB Capital Management, LLC	4.25K	Jun 30, 26	--	0.01%
American Investment Services, Inc.	4.24K	Jun 30, 26	-41	0.01%
PFW Advisors LLC	4.23K	Jun 30, 26	-124	0.01%
Welch Group, LLC	4.22K	Jun 30, 26	--	0.01%
ENDEAVOR PRIVATE WEALTH, INC.	4.16K	Jun 30, 26	--	0.01%
Indiana Trust & Investment Management CO	4.08K	Jun 30, 26	--	0.01%
Compass Financial Group, INC/SD	4.07K	Jun 30, 26	--	0.01%
Continuum Advisory, LLC	3.84K	Jun 30, 26	+18	0.01%
Wick Capital Partners, LLC	3.73K	Jun 30, 26	-30	0.01%
Janney Montgomery Scott LLC	3.67K	Jun 30, 26	-194	0.01%
AE Wealth Management LLC	3.65K	Jun 30, 26	+838	0.01%
Advyzon Investment Management, LLC	3.58K	Jun 30, 26	-72	0.01%
GOLDEN ROAD ADVISORS LLC	3.52K	Jun 30, 26	--	0.01%
BECKER CAPITAL MANAGEMENT INC	3.48K	Jun 30, 26	--	0.01%
Crane Advisory, LLC	3.47K	Jun 30, 26	--	0.01%
Segment Wealth Management, LLC	3.42K	Jun 30, 26	--	0.01%
Sanctuary Advisors, LLC	3.37K	Jun 30, 26	+1.88K	0.01%
DAYMARK WEALTH PARTNERS, LLC	3.36K	Jun 30, 26	--	0.01%
STUDIO INVESTMENT MANAGEMENT LLC	3.31K	Jun 30, 26	-404	0.01%
MAIRS & POWER INC	3.27K	Jun 30, 26	--	0.01%
Bawa N Mallick Trust	3.25K	Jun 30, 26	--	0.01%
RIVER'S EDGE WEALTH MANAGEMENT, LLC	3.19K	Jun 30, 26	-1	0.01%
Pinnacle Financial Partners, Inc.	3.17K	Jun 30, 26	--	0.01%
Sequoia Financial Advisors, LLC	3.15K	Jun 30, 26	-29	0.01%
Compass Wealth Management LLC	3.13K	Jun 30, 26	+3.13K	0.01%
CERTUITY, LLC	3.11K	Jun 30, 26	+8	0.01%
Accurate Wealth Management, LLC	3.09K	Jun 30, 26	+3.09K	0.01%
Ronald Blue Trust, Inc.	3.01K	Jun 30, 26	--	0.01%
RETIREMENT INCOME SOLUTIONS, INC	2.87K	Jun 30, 26	--	0.01%
CITIZENS FINANCIAL GROUP INC/RI	2.80K	Jun 30, 26	+2	0.01%
Midwest Trust Co	2.80K	Jun 30, 26	--	0.01%
Ameritas Investment Partners, Inc.	2.77K	Jun 30, 26	-101	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	2.77K	Jun 30, 26	+155	0.01%
Miracle Mile Advisors, LLC	2.76K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	2.71K	Jun 30, 26	-5.28K	0.01%
BXM Wealth LLC	2.71K	Jun 30, 26	-21	0.01%
TWIN PEAKS WEALTH ADVISORS, LLC	2.69K	Jun 30, 26	--	0.01%
Heartland Bank & Trust Co	2.68K	Jun 30, 26	+120	0.01%
Ethos Financial Group, LLC	2.66K	Jun 30, 26	-65	0.01%
Downshift Financial, LLC	2.63K	Jun 30, 26	--	0.01%
RETIREMENT FINANCIAL SOLUTIONS, LLC	2.49K	Jun 30, 26	+6	0.01%
Michels Family Financial, LLC	2.49K	Jun 30, 26	-25	0.01%
US BANCORP \DE\	2.48K	Jun 30, 26	+1.79K	0.01%
FIDUCIENT ADVISORS LLC	2.46K	Jun 30, 26	+2.46K	0.01%
Betterment LLC	2.44K	Jun 30, 26	-76	0.01%
JOHNSON INVESTMENT COUNSEL INC	2.40K	Jun 30, 26	+264	0.01%
Modera Wealth Management, LLC	2.40K	Jun 30, 26	+15	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	2.35K	Jun 30, 26	+2	0.01%
Madden Advisory Services, Inc.	2.35K	Jun 30, 26	-76	0.01%
Chicago Partners Investment Group LLC	2.29K	Jun 30, 26	+5	0.01%
WealthShield Partners, LLC	2.29K	Jun 30, 26	-21	0.01%
PARK AVENUE SECURITIES LLC	2.21K	Jun 30, 26	-13	0.01%
HB Wealth Management, LLC	2.21K	Jun 30, 26	+1.08K	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2.10K	Jun 30, 26	-1.10K	0.01%
Next Level Wealth Planning, LLC	2.10K	Jun 30, 26	+604	0.01%
Highland Financial Advisors, LLC	2.05K	Jun 30, 26	+2.05K	0.01%
Operose Advisors LLC	2.04K	Jun 30, 26	+1.88K	0.01%
Spectrum Asset Management, Inc. (NB/CA)	2.01K	Jun 30, 26	-35	0.01%
Independent Wealth Network Inc.	1.99K	Jun 30, 26	+25	0.01%
Ullmann Wealth Partners Group, LLC	1.93K	Jun 30, 26	--	0.01%
Retirement Planning Group	1.91K	Jun 30, 26	--	0.01%
Base Wealth Management LLC	1.90K	Jun 30, 26	-5	0.01%
HBK Sorce Advisory LLC	1.89K	Jun 30, 26	--	0.01%
Quantinno Capital Management LP	1.86K	Jun 30, 26	+668	0.01%
MONOGRAPH WEALTH ADVISORS, LLC	1.85K	Jun 30, 26	--	0.01%
National Philanthropic Trust	1.85K	Jun 30, 26	+1.85K	0.01%
Steward Partners Investment Advisory, LLC	1.83K	Jun 30, 26	-12	0.01%
Sovereign Financial Group, Inc.	1.72K	Jun 30, 26	--	0.01%
Astoria Portfolio Advisors LLC.	1.71K	Jun 30, 26	--	0.01%
TritonPoint Partners, LLC	1.71K	Jun 30, 26	-434	0.01%
SageView Advisory Group, LLC	1.66K	Jun 30, 26	--	0.00%
Mayflower Financial Advisors, LLC	1.66K	Jun 30, 26	--	0.00%
Buckingham Strategic Partners	1.64K	Jun 30, 26	+3	0.00%
McKinley Carter Wealth Services, Inc.	1.63K	Jun 30, 26	+1.63K	0.00%
FULTON BANK, N.A.	1.62K	Jun 30, 26	-30	0.00%
Glassman Wealth Services	1.59K	Jun 30, 26	+1	0.00%
Narwhal Capital Management	1.57K	Jun 30, 26	--	0.00%
Vermillion & White Wealth Management Group, LLC	1.54K	Jun 30, 26	--	0.00%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1.51K	Jun 30, 26	--	0.00%
BROWN ADVISORY INC	1.49K	Jun 30, 26	+669	0.00%
Fortitude Family Office, LLC	1.48K	Jun 30, 26	+1.48K	0.00%
B. Riley Wealth Advisors, Inc.	1.48K	Jun 30, 26	-18	0.00%
HARBOUR INVESTMENTS, INC.	1.48K	Jun 30, 26	--	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	1.46K	Jun 30, 26	--	0.00%
Snider Financial Group	1.44K	Jun 30, 26	-800	0.00%
Strategic Financial Services, Inc,	1.43K	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	1.40K	Jun 30, 26	--	0.00%
Prospera Financial Services Inc	1.39K	Jun 30, 26	+3	0.00%
Argent Trust Co	1.39K	Jun 30, 26	--	0.00%
AA Financial Advisors, LLC	1.39K	Jun 30, 26	--	0.00%
GTS SECURITIES LLC	1.38K	Jun 30, 26	-390	0.00%
CABOT WEALTH MANAGEMENT INC	1.38K	Jun 30, 26	+1.38K	0.00%
W ADVISORS, LLC	1.38K	Jun 30, 26	--	0.00%
BBR PARTNERS, LLC	1.37K	Jun 30, 26	--	0.00%
Destiny Wealth Partners, LLC	1.37K	Jun 30, 26	+1.37K	0.00%
Marble Wealth, LLC	1.37K	Jun 30, 26	+4	0.00%
Goelzer Investment Management, Inc.	1.36K	Jun 30, 26	-412	0.00%
Alliance Private Wealth, LLC	1.35K	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	1.34K	Jun 30, 26	-41	0.00%
WILKINS INVESTMENT COUNSEL INC	1.34K	Jun 30, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.34K	Jun 30, 26	-32	0.00%
TLWM	1.31K	Jun 30, 26	--	0.00%
BIP Wealth, LLC	1.30K	Jun 30, 26	+1.30K	0.00%
COOPER/HAIMS ADVISORS, LLC	1.28K	Jun 30, 26	--	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.28K	Jun 30, 26	+1.28K	0.00%
BROGAN FINANCIAL, INC.	1.27K	Jun 30, 26	+4	0.00%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	1.27K	Jun 30, 26	+545	0.00%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	1.25K	Jun 30, 26	-17	0.00%
Williams & Novak, LLC	1.22K	Jun 30, 26	+193	0.00%
J.W. COLE ADVISORS, INC.	1.22K	Jun 30, 26	-1	0.00%
TWO SIGMA SECURITIES, LLC	1.21K	Jun 30, 26	+1.21K	0.00%
Hardy Reed LLC	1.21K	Jun 30, 26	-33	0.00%
Tranquility Partners, LLC	1.20K	Jun 30, 26	+4	0.00%
BRYN MAWR TRUST Co	1.20K	Jun 30, 26	--	0.00%
OPPENHEIMER & CO INC	1.18K	Jun 30, 26	+42	0.00%
West Branch Capital LLC	1.18K	Jun 30, 26	+998	0.00%
KTF INVESTMENTS, LLC	1.17K	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	1.17K	Jun 30, 26	--	0.00%
CVA Family Office, LLC	1.14K	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	1.13K	Jun 30, 26	+3	0.00%
Delap Wealth Advisory, LLC	1.13K	Jun 30, 26	--	0.00%
Tandem Financial, LLC	1.12K	Jun 30, 26	--	0.00%
Independent Advisor Alliance	1.12K	Jun 30, 26	-166	0.00%
ZENITH SOLUTIONS, INC.	1.09K	Jun 30, 26	+1.09K	0.00%
Cyndeo Wealth Partners, LLC	1.09K	Jun 30, 26	--	0.00%
Prospera Capital Management, LLC	1.08K	Jun 30, 26	+1.08K	0.00%
Farther Finance Advisors, LLC	1.08K	Jun 30, 26	--	0.00%
Moors & Cabot, Inc.	1.05K	Jun 30, 26	-82	0.00%
Global Strategic Investment Solutions, LLC	1.03K	Jun 30, 26	+1	0.00%
Capital Investment Advisory Services, LLC	1.02K	Jun 30, 26	-13	0.00%
Heritage Family Offices, LLP	1.00K	Jun 30, 26	--	0.00%
Pacific Excel Wealth Advisors, Inc.	1.00K	Jun 30, 26	+1.00K	0.00%
FLOW TRADERS U.S. LLC	960	Jun 30, 26	+960	0.00%
Trexquant Investment LP	959	Jun 30, 26	+959	0.00%
BlackRock, Inc.	933	Jun 30, 26	-1.23K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	916	Jun 30, 26	--	0.00%
Redhawk Wealth Advisors, Inc.	910	Jun 30, 26	--	0.00%
HAZLETT, BURT & WATSON, INC.	901	Jun 30, 26	--	0.00%
MMA ASSET MANAGEMENT LLC	900	Jun 30, 26	--	0.00%
WBI INVESTMENTS, INC.	892	Jun 30, 26	+45	0.00%
One Day In July LLC	892	Jun 30, 26	--	0.00%
Ellis Investment Partners, LLC	887	Jun 30, 26	+172	0.00%
Resources Investment Advisors, LLC.	885	Jun 30, 26	-4	0.00%
Northwest Wealth Advisors, LLC	879	Jun 30, 26	+3	0.00%
Emergent Wealth Advisors, LLC	865	Jun 30, 26	--	0.00%
Ancora Advisors, LLC	845	Jun 30, 26	--	0.00%
PRIVATE MANAGEMENT GROUP INC	844	Jun 30, 26	--	0.00%
Stanich Group LLC	841	Jun 30, 26	+841	0.00%
Valmark Advisers, Inc.	840	Jun 30, 26	-25	0.00%
HEADINVEST, LLC	825	Jun 30, 26	--	0.00%
Solidarity Wealth, LLC	824	Jun 30, 26	--	0.00%
Brookstone Capital Management	824	Jun 30, 26	+21	0.00%
Nicholson Meyer Capital Management, Inc.	820	Jun 30, 26	--	0.00%
Abacus Planning Group, Inc.	807	Jun 30, 26	--	0.00%
Berkeley, Inc	806	Jun 30, 26	-10	0.00%
OKABENA INVESTMENT SERVICES INC	805	Jun 30, 26	--	0.00%
Intrua Financial, LLC	796	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	793	Jun 30, 26	--	0.00%
INSPIRION WEALTH ADVISORS, LLC	787	Jun 30, 26	--	0.00%
MATAURO, LLC	787	Jun 30, 26	+12	0.00%
Real Talk Capital, LLC	784	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	784	Jun 30, 26	+212	0.00%
1ST SOURCE BANK	778	Jun 30, 26	+16	0.00%
IHT Wealth Management, LLC	776	Jun 30, 26	-102	0.00%
Kovack Advisors, Inc.	770	Jun 30, 26	--	0.00%
ASSETMARK, INC	768	Jun 30, 26	-7	0.00%
SEI INVESTMENTS CO	765	Jun 30, 26	+765	0.00%
Pensionmark Financial Group, LLC	760	Jun 30, 26	-960	0.00%
Beaumont Asset Management, L.L.C.	748	Jun 30, 26	--	0.00%
Tenzing Financial LLC	742	Jun 30, 26	+53	0.00%
ADIRONDACK TRUST CO	734	Jun 30, 26	--	0.00%
Krilogy Financial LLC	722	Jun 30, 26	--	0.00%
KLCM Advisors, Inc.	714	Jun 30, 26	+23	0.00%
Chevy Chase Trust Holdings, LLC	705	Jun 30, 26	--	0.00%
Astra Wealth Partners LLC	701	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	701	Jun 30, 26	--	0.00%
MOSAIC FAMILY WEALTH PARTNERS, LLC	700	Jun 30, 26	--	0.00%
Callan Family Office, LLC	700	Jun 30, 26	--	0.00%
Caprock Group, LLC	700	Jun 30, 26	+700	0.00%
Fort Sheridan Advisors LLC	696	Jun 30, 26	--	0.00%
OneAscent Financial Services LLC	690	Jun 30, 26	+690	0.00%
ALLIANCEBERNSTEIN L.P.	686	Jun 30, 26	-1	0.00%
PCM Encore, LLC	685	Jun 30, 26	--	0.00%
Dakota Wealth Management	680	Jun 30, 26	--	0.00%
DeLarme Wealth Management, Inc.	679	Jun 30, 26	--	0.00%
OpenArc Corporate Advisory, LLC	674	Jun 30, 26	+674	0.00%
RDA Financial Network	660	Jun 30, 26	+660	0.00%
Oxbow Advisors, LLC	656	Jun 30, 26	+656	0.00%
American Capital Advisory, LLC	654	Jun 30, 26	--	0.00%
Sowell Financial Services LLC	652	Jun 30, 26	+652	0.00%
Access Investment Management LLC	642	Jun 30, 26	-901	0.00%
ASPIRIANT, LLC	635	Jun 30, 26	+635	0.00%
Nuveen, LLC	629	Jun 30, 26	+629	0.00%
EVERETT HARRIS & CO /CA/	625	Jun 30, 26	+625	0.00%
Gladstone Institutional Advisory LLC	621	Jun 30, 26	+621	0.00%
DT Investment Partners, LLC	621	Jun 30, 26	--	0.00%
Baltimore-Washington Financial Advisors, Inc.	605	Jun 30, 26	+605	0.00%
Alpha Zero LLC	597	Jun 30, 26	+597	0.00%
Financial Management Professionals, Inc.	569	Jun 30, 26	-60	0.00%
Ashton Thomas Private Wealth, LLC	550	Jun 30, 26	+54	0.00%
FIDUCIARY FINANCIAL ADVISORS	549	Jun 30, 26	+549	0.00%
Russell Investments Group, Ltd.	531	Jun 30, 26	+505	0.00%
IFG Advisory, LLC	509	Jun 30, 26	+509	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	496	Jun 30, 26	-54.17K	0.00%
Ameritas Advisory Services, LLC	426	Jun 30, 26	+426	0.00%
Qube Research & Technologies Ltd	392	Jun 30, 26	+309	0.00%
Capital Analysts, LLC	389	Jun 30, 26	+247	0.00%
FRANKLIN RESOURCES INC	350	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	348	Jun 30, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	345	Jun 30, 26	+345	0.00%
Rice Partnership, LLC	243	Jun 30, 26	+243	0.00%
SBI Securities Co., Ltd.	222	Jun 30, 26	+28	0.00%
Fort Vancouver Investment Management, LLC	214	Jun 30, 26	-8	0.00%
IAG Wealth Partners, LLC	158	Jun 30, 26	--	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	155	Jun 30, 26	+155	0.00%
Geneos Wealth Management Inc.	145	Jun 30, 26	--	0.00%
Biltmore Family Office, LLC	133	Jun 30, 26	+10	0.00%
Westend Capital Management, LLC	110	Jun 30, 26	+110	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	105	Jun 30, 26	-20	0.00%
AlphaCore Capital LLC	105	Jun 30, 26	--	0.00%
FARMERS & MERCHANTS INVESTMENTS INC	100	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	100	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	61	Jun 30, 26	--	0.00%
Comprehensive Financial Planning, Inc./PA	51	Jun 30, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	47	Jun 30, 26	+29	0.00%
Westfuller Advisors, LLC	36	Jun 30, 26	--	0.00%
MASECO LLP	36	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	31	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	25	Jun 30, 26	+25	0.00%
Kings Path Partners LLC	21	Jun 30, 26	--	0.00%
Newbridge Financial Services Group, Inc.	20	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	20	Jun 30, 26	+20	0.00%
Merrithew & Thorsten Inc	19	Jun 30, 26	--	0.00%
MATRIX PRIVATE CAPITAL GROUP LLC	17	Jun 30, 26	--	0.00%
Pflug Koory, LLC	12	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	10	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	10	Jun 30, 26	--	0.00%
ELEVATE WEALTH ADVISORY, INC	8	Jun 30, 26	+8	0.00%
Robinswood Financial LLC	5	Jun 30, 26	--	0.00%
Friedenthal Financial	2	Jun 30, 26	--	0.00%
Capital Advisors, Ltd. LLC	2	Jun 30, 26	--	0.00%
Lido Advisors, LLC	--	Jun 30, 26	-691	--
Addison Advisors LLC	--	Jun 30, 26	-10	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-5.92K	--
Capital Advantage, Inc.	--	Jun 30, 26	-2.10K	--
Root Financial Partners, LLC	--	Jun 30, 26	-156	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-90.19K	--
Opal Wealth Advisors, LLC	--	Jun 30, 26	-215	--
YARGER WEALTH STRATEGIES, LLC	--	Jun 30, 26	-3.20K	--
JIM SAULNIER & ASSOCIATES, LLC	--	Jun 30, 26	-4.87K	--
Western Wealth Management, LLC	--	Jun 30, 26	-194	--
Kohmann Bosshard Financial Services, LLC	--	Jun 30, 26	-137	--
Abound Wealth Management	--	Jun 30, 26	-34	--
Outlook Wealth Advisors, LLC	--	Jun 30, 26	-733	--
Keating Financial Advisory Services, Inc.	--	Jun 30, 26	-74	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-781	--
Rossby Financial, LCC	--	Jun 30, 26	-20	--
MCGUIRE CAPITAL ADVISORS INC	--	Jun 30, 26	-61	--
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	--	Jun 30, 26	-1.08K	--
Wall Street Financial Group, Inc.	--	Jun 30, 26	-55	--
Golden State Equity Partners	--	Jun 30, 26	-111	--
SWAN Capital LLC	--	Jun 30, 26	-1	--
Parkside Financial Bank & Trust	68.56K	Mar 31, 26	+3.62K	0.20%
Brown Financial Advisory	21.19K	Mar 31, 26	+9.38K	0.06%
U.S. Capital Wealth Advisors, LLC	3.27K	Mar 31, 26	+1.12K	0.01%
Leo Wealth, LLC	2.46K	Mar 31, 26	+750	0.01%
Mill Creek Capital Advisors, LLC	1.53K	Mar 31, 26	--	0.00%
Strategic Financial Services, Inc,	1.43K	Mar 31, 26	--	0.00%
Red Tortoise LLC	1.29K	Mar 31, 26	+2	0.00%
MILLINGTON SECURITIES, INC.	847	Mar 31, 26	+847	0.00%
CWM, LLC	66	Mar 31, 26	+66	0.00%
Austin Private Wealth, LLC	130.66K	Dec 31, 25	-4.61K	0.38%
VANGUARD GROUP INC	78.74K	Dec 31, 25	-2.65K	0.23%
Litman Gregory Wealth Management LLC	66.03K	Dec 31, 25	-971	0.19%
COMERICA BANK	26.77K	Dec 31, 25	+33	0.08%
NICOLET ADVISORY SERVICES, LLC	16.14K	Dec 31, 25	+16.14K	0.05%
Clarius Group, LLC	3.74K	Dec 31, 25	--	0.01%
Cadence Bank	700	Dec 31, 25	--	0.00%
ORG Partners LLC	221	Dec 31, 25	+16	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-34	--
PITCAIRN CO	43.75K	Sep 30, 25	--	0.13%
Glenmede Investment Management, LP	7.17K	Sep 30, 25	+285	0.02%
PINNACLE FINANCIAL PARTNERS INC	3.30K	Sep 30, 25	-234	0.01%
AVANTAX ADVISORY SERVICES, INC.	27.43K	Jun 30, 25	-6.86K	0.08%
Atria Wealth Solutions, Inc.	19.96K	Jun 30, 25	-53.11K	0.06%
Centricity Wealth Management, LLC	2.72K	Jun 30, 25	--	0.01%
Moser Wealth Advisors, LLC	1.66K	Jun 30, 25	+25	0.00%
Congress Wealth Management LLC / DE /	919	Jun 30, 25	+919	0.00%
US FINANCIAL ADVISORS, LLC	18.18K	Mar 31, 25	-235	0.05%
Aveo Capital Partners, LLC	2.60K	Mar 31, 25	+1.29K	0.01%
CAROLINAS WEALTH CONSULTING LLC	1.07K	Mar 31, 25	+29	0.00%
Marcum Wealth, LLC	1.05K	Mar 31, 25	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	78.67K	Dec 31, 24	-9.12K	0.23%
Geller Advisors LLC	4.23K	Dec 31, 24	-188	0.01%
Householder Group Estate & Retirement Specialist, LLC	12	Dec 31, 24	-1	0.00%
RAYMOND JAMES & ASSOCIATES	167.30K	Sep 30, 24	-1.17K	0.49%
Raymond James Financial Services Advisors, Inc.	103.56K	Sep 30, 24	-76.53K	0.31%
Waypoint Capital Advisors, LLC	12.64K	Sep 30, 24	-1.45K	0.04%
RAYMOND JAMES TRUST N.A.	3.54K	Sep 30, 24	--	0.01%
Source Financial Advisors LLC	3.30K	Sep 30, 24	+12	0.01%
M&R CAPITAL MANAGEMENT INC	280	Sep 30, 24	-50	0.00%
HERITAGE WEALTH MANAGEMENT, LLC	1.00K	Jun 30, 24	--	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	376	Jun 30, 24	--	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-7.73K	--
Cetera Advisor Networks LLC	28.51K	Mar 31, 24	-1.18K	0.08%
Cetera Advisors LLC	22.47K	Mar 31, 24	+1.56K	0.07%
Bromfield Sneider Wealth Advisors	2.35K	Mar 31, 24	+1.29K	0.01%
StrategIQ Financial Group, LLC	71.52K	Dec 31, 23	-36	0.21%
Bridgeworth, LLC	11.50K	Dec 31, 23	-51	0.03%
Simplicity Solutions, LLC	6.47K	Dec 31, 23	--	0.02%
RESOURCE CONSULTING GROUP INC	6.40K	Dec 31, 23	--	0.02%
PROVENCE WEALTH MANAGEMENT GROUP	1.68K	Dec 31, 23	--	0.00%
PATHSTONE FAMILY OFFICE, LLC	66.82K	Sep 30, 23	+60.84K	0.20%
COLONY GROUP LLC	34.85K	Sep 30, 23	-5	0.10%
COMERICA SECURITIES,INC.	6.83K	Sep 30, 23	-338	0.02%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.74K	Sep 30, 23	-1.05K	0.02%
Coury Firm Asset Management LLC	1.92K	Sep 30, 23	--	0.01%
Sutton Wealth Advisors Inc.	--	Sep 30, 23	-2	--
Veritable, L.P.	60.84K	Jun 30, 23	--	0.18%
Wealth CMT	33.55K	Jun 30, 23	-994	0.10%
AJ WEALTH STRATEGIES, LLC	7.32K	Jun 30, 23	--	0.02%
TIAA, FSB	3.01K	Jun 30, 23	--	0.01%
AFFINIA FINANCIAL GROUP, LLC	1.14K	Jun 30, 23	--	0.00%
Kistler-Tiffany Companies, LLC	41	Jun 30, 23	--	0.00%
Lehman & Derafelo Financial Resources LLC	3.23K	Dec 31, 22	--	0.01%
55I, LLC	3.89K	Sep 30, 22	-2.46K	0.01%
Doyle Wealth Management	1.56K	Sep 30, 22	+1.56K	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	1.25K	Sep 30, 22	+1.25K	0.00%
MUFG Americas Holdings Corp	104	Sep 30, 22	--	0.00%
American Portfolios Advisors	32	Sep 30, 22	+1	0.00%
FourThought Financial, LLC	21	Sep 30, 22	--	0.00%
Permit Capital Advisors, LLC	7.31K	Mar 31, 22	+7.31K	0.02%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1.21K	Mar 31, 22	+1.21K	0.00%
KINGS POINT CAPITAL MANAGEMENT	57	Mar 31, 22	--	0.00%
NEXT Financial Group, Inc	127.62K	Dec 31, 21	+115	0.38%
Newport Wealth Strategies, Inc.	17.31K	Sep 30, 21	--	0.05%
NORTHSTAR INVESTMENT ADVISORS LLC	144.05K	Jun 30, 21	+17.16K	0.42%
AdvicePeriod, LLC	13.06K	Jun 30, 21	+4.42K	0.04%
Pinnacle Wealth Advisors	1.50K	Jun 30, 21	+1.50K	0.00%
Paracle Advisors, LLC	14.26K	Mar 31, 21	-390	0.04%
ROWLAND CARMICHAEL ADVISORS INC /ADV	21.77K	Dec 31, 20	+21.77K	0.06%
Wealthspire Advisors, L.P.	4.18K	Sep 30, 20	+4.18K	0.01%
Starfire Investment Advisers, Inc.	9.71K	Jun 30, 20	--	0.03%
Beacon Pointe Wealth Advisors, LLC	13.85K	Dec 31, 19	+130	0.04%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.88K	Dec 31, 19	+317	0.01%
Advisor Group, Inc.	1.10K	Dec 31, 19	+67	0.00%
SUNTRUST BANKS INC	6.50K	Sep 30, 19	--	0.02%
NEXT Financial Holdings	2.98K	Mar 31, 19	+2.98K	0.01%
COMERICA SECURITIES INC	--	Dec 31, 18	-3.52K	--
Kinsight, LLC	501.80K	Jun 30, 17	-29.92K	1.48%
1st Global Advisors, Inc.	55.73K	Jun 30, 17	--	0.16%
Commonwealth Equity Services, Inc	18.69K	Jun 30, 17	-486	0.06%
Virtu KCG Holdings LLC	3.51K	Jun 30, 17	+491	0.01%
MSI Financial Services Inc	877	Dec 31, 16	+50	0.00%
Alerus Investment Advisors Corp	204.86K	Mar 31, 16	+109.41K	0.60%
Gupta Wealth Management LLC	27.65K	Mar 31, 16	--	0.08%
Laidlaw Group, LLC	3.56K	Jun 30, 15	-80	0.01%
UBS AG	6.34K	Sep 30, 14	+32	0.02%

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Holder

Date

Change

% Held

MORGAN STANLEY

1.45M

Jun 30, 26

+149.34K

4.27%

AMERIPRISE FINANCIAL INC

834.99K

Jun 30, 26

-75.38K

2.46%

FMR LLC

727.61K

Jun 30, 26

-21.15K

2.14%

UBS Group AG

679.59K

Jun 30, 26

-31.65K

2.00%

STIFEL FINANCIAL CORP

519.13K

Jun 30, 26

+30.74K

1.53%

RED CEDAR INVESTMENT MANAGEMENT, LLC

507.40K

Jun 30, 26

-9.61K

1.49%

Bank of New York Mellon Corp

483.14K

Jun 30, 26

+4.02K

1.42%

BANK OF AMERICA CORP /DE/

472.84K

Jun 30, 26

-82.56K

1.39%

CITIGROUP INC

459.10K

Jun 30, 26

-12

1.35%

Jordan Park Group LLC

432.39K

Jun 30, 26

+24.73K

1.27%

Apella Capital, LLC

359.51K

Jun 30, 26

+28.91K

1.06%

RAYMOND JAMES FINANCIAL INC

320.83K

Jun 30, 26

+8.87K

0.95%

Waverly Advisors, LLC

294.30K

Jun 30, 26

-2.83K

0.87%

Cerity Partners LLC

287.67K

Jun 30, 26

-2.48K

0.85%

MAI Capital Management

256.56K

Jun 30, 26

+94.63K

0.76%

ENVESTNET ASSET MANAGEMENT INC

250.98K

Jun 30, 26

+15.14K

0.74%

Flower City Capital

244.06K

Jun 30, 26

+3.31K

0.72%

WELLS FARGO & COMPANY/MN

223.61K

Jun 30, 26

-6.38K

0.66%

Summit Trail Advisors, LLC

212.94K

Jun 30, 26

+212.94K

0.63%

Colter Lewis Investment Partners LLC

185.58K

Jun 30, 26

+185.58K

0.55%

Beacon Pointe Advisors, LLC

176.75K

Jun 30, 26

+5.06K

0.52%

Sherrill & Hutchins Financial Advisory, Inc

155.80K

Jun 30, 26

-1.71K

0.46%

Heartwood Wealth Advisors LLC

150.40K

Jun 30, 26

+4.32K

0.44%

Hilltop Partners LLC

138.13K

Jun 30, 26

-112.78K

0.41%

JONES FINANCIAL COMPANIES LLLP

126.47K

Jun 30, 26

+27.77K

0.37%

GOLDMAN SACHS GROUP INC

125.05K

Jun 30, 26

+8.90K

0.37%

HighTower Advisors, LLC

116.86K

Jun 30, 26

-2.05K

0.34%

VANGUARD ADVISERS INC

112.04K

Jun 30, 26

-775

0.33%

OLD NATIONAL BANCORP /IN/

111.94K

Jun 30, 26

+6.16K

0.33%

Hirtle Callaghan & Co LLC

105.69K

Jun 30, 26

+11.16K

0.31%

Cetera Investment Advisers

99.48K

Jun 30, 26

+630

0.29%

Pathstone Holdings, LLC

96.43K

Jun 30, 26

+28.95K

0.28%

KEYBANK NATIONAL ASSOCIATION/OH

85.09K

Jun 30, 26

-24.27K

0.25%

AQR CAPITAL MANAGEMENT LLC

80.64K

Jun 30, 26

+696

0.24%

CHOREO, LLC

77.33K

Jun 30, 26

+3.07K

0.23%

MML INVESTORS SERVICES, LLC

76.62K

Jun 30, 26

+32.17K

0.23%

LPL Financial LLC

76.26K

Jun 30, 26

-31.89K

0.22%

CHERRYDALE WEALTH MANAGEMENT, LLC

75.51K

Jun 30, 26

+2.41K

0.22%

1900 WEALTH MANAGEMENT LLC

74.31K

Jun 30, 26

+1.86K

0.22%

JPMORGAN CHASE & CO

73.82K

Jun 30, 26

+2.91K

0.22%

Zhang Financial LLC

69.62K

Jun 30, 26

+49.12K

0.21%

Stegner Investment Associates Inc.

67.32K

Jun 30, 26

0.20%

NICOLET BANKSHARES INC

64.11K

Jun 30, 26

+2.58K

0.19%

Opus Capital Group, LLC

62.63K

Jun 30, 26

-1.19K

0.18%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

62.30K

Jun 30, 26

-1.47K

0.18%

MERCER GLOBAL ADVISORS INC /ADV

60.64K

Jun 30, 26

-4.45K

0.18%

Arbor Investment Advisors, LLC

53.35K

Jun 30, 26

+66

0.16%

Modern Wealth Management, LLC

50.50K

Jun 30, 26

-7.90K

0.15%

Colony Group, LLC

45.23K

Jun 30, 26

+7.03K

0.13%

Cambridge Investment Research Advisors, Inc.

45.15K

Jun 30, 26

+1.32K

0.13%

Savant Capital, LLC

44.77K

Jun 30, 26

+23.68K

0.13%

Pitcairn Wealth Advisors LLC

42.89K

Jun 30, 26

-841

0.13%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

40.36K

Jun 30, 26

+207

0.12%

RHUMBLINE ADVISERS

38.92K

Jun 30, 26

-1.80K

0.11%

Mariner, LLC

33.70K

Jun 30, 26

-3.70K

0.10%

NORTHERN TRUST CORP

33.69K

Jun 30, 26

0.10%

Creative Planning

32.38K

Jun 30, 26

+2.05K

0.10%

COZAD ASSET MANAGEMENT INC

31.88K

Jun 30, 26

-2.26K

0.09%

COLDSTREAM CAPITAL MANAGEMENT INC

31.72K

Jun 30, 26

-612

0.09%

M&T BANK CORP

30.88K

Jun 30, 26

+2.65K

0.09%

ROYAL BANK OF CANADA

30.74K

Jun 30, 26

+45

0.09%

Thrive Wealth Management, LLC

30.63K

Jun 30, 26

-577

0.09%

FOUNDERS CAPITAL MANAGEMENT, LLC

30.20K

Jun 30, 26

0.09%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

30.15K

Jun 30, 26

-752

0.09%

CAPTRUST FINANCIAL ADVISORS

29.93K

Jun 30, 26

+7.45K

0.09%

Rialto Wealth Management, LLC

29.69K

Jun 30, 26

-2.13K

0.09%

Owl Creek Wealth Partners LLC

29.57K

Jun 30, 26

+388

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

29.21K

Jun 30, 26

+5.58K

0.09%

FourThought Financial Partners, LLC

28.77K

Jun 30, 26

-598

0.08%

Crusonia Wealth Advisors LLC

27.52K

Jun 30, 26

-465

0.08%

COMMERCE BANK

27.32K

Jun 30, 26

+1.73K

0.08%

Nova R Wealth, Inc.

26.66K

Jun 30, 26

-926

0.08%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

26.63K

Jun 30, 26

+1.13K

0.08%

Navigate Wealth Management, LLC

26.54K

Jun 30, 26

-49

0.08%

COMMONWEALTH EQUITY SERVICES, LLC

25.79K

Jun 30, 26

+1.14K

0.08%

FIFTH THIRD BANCORP

25.43K

Jun 30, 26

-150

0.07%

Roble, Belko & Company, Inc

25.25K

Jun 30, 26

+29

0.07%

Capstone Financial Advisors, Inc.

22.63K

Jun 30, 26

-36

0.07%

SoundView Advisors Inc.

22.49K

Jun 30, 26

+45

0.07%

ALESCO ADVISORS LLC

22.12K

Jun 30, 26

-201

0.07%

Allworth Financial LP

21.92K

Jun 30, 26

-899

0.06%

PRECEDENT WEALTH PARTNERS, LLC

21.79K

Jun 30, 26

+3.67K

0.06%

Hapanowicz & Associates Financial Services, Inc

21.48K

Jun 30, 26

-582

0.06%

Note Advisors, LLC

21.37K

Jun 30, 26

-696

0.06%

SouthState Corp

20.39K

Jun 30, 26

-1.20K

0.06%

Brooklyn FI, LLC

19.43K

Jun 30, 26

-105

0.06%

Napier Financial, LLC

19.11K

Jun 30, 26

+561

0.06%

Aaron Wealth Advisors LLC

17.86K

Jun 30, 26

-225

0.05%

CBIZ Investment Advisory Services, LLC

17.67K

Jun 30, 26

0.05%

FIRST MANHATTAN CO. LLC.

17.63K

Jun 30, 26

-239

0.05%

SRS Capital Advisors, Inc.

17.45K

Jun 30, 26

+3.63K

0.05%

Gotham Asset Management, LLC

17.41K

Jun 30, 26

0.05%

ADVISOR GROUP HOLDINGS, INC.

16.79K

Jun 30, 26

+11.35K

0.05%

LPWM LLC

16.78K

Jun 30, 26

+606

0.05%

Francis Financial, Inc.

16.27K

Jun 30, 26

+2.26K

0.05%

TRUIST FINANCIAL CORP

15.46K

Jun 30, 26

+490

0.05%

Baird Financial Group, Inc.

15.45K

Jun 30, 26

-40

0.05%

CMH Wealth Management LLC

15.26K

Jun 30, 26

-106

0.04%

REGIONS FINANCIAL CORP

15.14K

Jun 30, 26

0.04%

Keystone Financial Group

14.05K

Jun 30, 26

+2.19K

0.04%

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

13.82K

Jun 30, 26

0.04%

SAPIENT CAPITAL LLC

13.23K

Jun 30, 26

+63

0.04%

Clearstead Advisors, LLC

12.65K

Jun 30, 26

+4.42K

0.04%

Tradewinds, LLC.

12.40K

Jun 30, 26

+12.40K

0.04%

Nadler Financial Group, Inc.

11.72K

Jun 30, 26

-1.37K

0.03%

Global Retirement Partners, LLC

11.47K

Jun 30, 26

+11.47K

0.03%

Sigma Planning Corp

10.47K

Jun 30, 26

-137

0.03%

Parallel Advisors, LLC

10.23K

Jun 30, 26

0.03%

Arete Wealth Advisors, LLC

10.13K

Jun 30, 26

-3.05K

0.03%

Brio Consultants, LLC

9.91K

Jun 30, 26

-42

0.03%

Envestnet Portfolio Solutions, Inc.

9.88K

Jun 30, 26

-222

0.03%

Schoolcraft Capital LLC

9.85K

Jun 30, 26

-206

0.03%

Kestra Advisory Services, LLC

9.59K

Jun 30, 26

+580

0.03%

AMG National Trust Bank

9.53K

Jun 30, 26

+1.82K

0.03%

Rehmann Capital Advisory Group

9.09K

Jun 30, 26

+1.79K

0.03%

Enclave Advisors LLC

9.05K

Jun 30, 26

0.03%

Fifth Third Wealth Advisors LLC

8.82K

Jun 30, 26

+85

0.03%

Vigilare Wealth Management

8.77K

Jun 30, 26

+1.72K

0.03%

JFS WEALTH ADVISORS, LLC

8.60K

Jun 30, 26

0.03%

Quantum Capital Management, LLC / NJ

8.58K

Jun 30, 26

-126

0.03%

Ballast Rock Private Wealth LLC

8.28K

Jun 30, 26

+638

0.02%

Arsenal Capital Advisors LLC

8.18K

Jun 30, 26

+460

0.02%

Carroll Advisory Group, LLC

8.15K

Jun 30, 26

-21

0.02%

Wealthspire Advisors, LLC

8.14K

Jun 30, 26

+21

0.02%

RENAISSANCE TECHNOLOGIES LLC

7.84K

Jun 30, 26

+7.84K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

7.83K

Jun 30, 26

-1.33K

0.02%

Rockefeller Capital Management L.P.

7.50K

Jun 30, 26

+1.43K

0.02%

GLENMEDE TRUST CO NA

7.48K

Jun 30, 26

0.02%

RETIREMENT PLANNING GROUP, LLC / NY

7.47K

Jun 30, 26

-178

0.02%

PGIM Custom Harvest LLC

7.36K

Jun 30, 26

-3

0.02%

BLAIR WILLIAM & CO/IL

7.29K

Jun 30, 26

+2.00K

0.02%

FORMULATE FINANCIAL LLC

7.26K

Jun 30, 26

0.02%

Vanguard National Trust Co

7.26K

Jun 30, 26

0.02%

Landmark Wealth Management, LLC

7.15K

Jun 30, 26

+34

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

7.13K

Jun 30, 26

+328

0.02%

FOSTER & MOTLEY INC

6.93K

Jun 30, 26

-305

0.02%

Wealthcare Advisory Partners LLC

6.91K

Jun 30, 26

-349

0.02%

AdvisorNet Financial, Inc

6.75K

Jun 30, 26

-10

0.02%

Integrated Wealth Concepts LLC

6.71K

Jun 30, 26

-3.56K

0.02%

BANK OF MONTREAL /CAN/

6.39K

Jun 30, 26

-37.46K

0.02%

TD PRIVATE CLIENT WEALTH LLC

6.22K

Jun 30, 26

+1.21K

0.02%

MITCHELL MCLEOD PUGH & WILLIAMS INC

6.18K

Jun 30, 26

-69

0.02%

NewEdge Advisors, LLC

6.04K

Jun 30, 26

-3.59K

0.02%

Private Advisor Group, LLC

6.04K

Jun 30, 26

+1.53K

0.02%

Neuberger Berman Group LLC

5.98K

Jun 30, 26

+162

0.02%

VERUS WEALTH MANAGEMENT, LLC

5.73K

Jun 30, 26

-41

0.02%

PARSONS CAPITAL MANAGEMENT INC/RI

5.61K

Jun 30, 26

+1.41K

0.02%

Royal Fund Management, LLC

5.57K

Jun 30, 26

+5.57K

0.02%

TWIN FOCUS CAPITAL PARTNERS, LLC

5.57K

Jun 30, 26

0.02%

Indivisible Partners

5.34K

Jun 30, 26

-294

0.02%

Concurrent Investment Advisors, LLC

5.27K

Jun 30, 26

-738

0.02%

Bragg Financial Advisors, Inc

5.24K

Jun 30, 26

0.02%

ETF Portfolio Partners, Inc.

5.22K

Jun 30, 26

-266

0.02%

Smartleaf Asset Management LLC

5.11K

Jun 30, 26

0.02%

CI Private Wealth, LLC

5.05K

Jun 30, 26

-1.64K

0.01%

SHELTON CAPITAL MANAGEMENT

5.01K

Jun 30, 26

+13

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.94K

Jun 30, 26

-210

0.01%

Mutual Advisors, LLC

4.91K

Jun 30, 26

0.01%

MGO ONE SEVEN LLC

4.76K

Jun 30, 26

+78

0.01%

Vise Technologies, Inc.

4.75K

Jun 30, 26

+3.85K

0.01%

CIBC Bancorp USA Inc.

4.69K

Jun 30, 26

+1.81K

0.01%

EP Wealth Advisors, LLC

4.68K

Jun 30, 26

+3.23K

0.01%

Anson Capital, Inc.

4.63K

Jun 30, 26

-7

0.01%

Atria Investments, Inc

4.59K

Jun 30, 26

-423

0.01%

Blackston Financial Advisory Group, LLC

4.52K

Jun 30, 26

-865

0.01%

RMB Capital Management, LLC

4.25K

Jun 30, 26

0.01%

American Investment Services, Inc.

4.24K

Jun 30, 26

-41

0.01%

PFW Advisors LLC

4.23K

Jun 30, 26

-124

0.01%

Welch Group, LLC

4.22K

Jun 30, 26

0.01%

ENDEAVOR PRIVATE WEALTH, INC.

4.16K

Jun 30, 26

0.01%

Indiana Trust & Investment Management CO

4.08K

Jun 30, 26

0.01%

Compass Financial Group, INC/SD

4.07K

Jun 30, 26

0.01%

Continuum Advisory, LLC

3.84K

Jun 30, 26

+18

0.01%

Wick Capital Partners, LLC

3.73K

Jun 30, 26

-30

0.01%

Janney Montgomery Scott LLC

3.67K

Jun 30, 26

-194

0.01%

AE Wealth Management LLC

3.65K

Jun 30, 26

+838

0.01%

Advyzon Investment Management, LLC

3.58K

Jun 30, 26

-72

0.01%

GOLDEN ROAD ADVISORS LLC

3.52K

Jun 30, 26

0.01%

BECKER CAPITAL MANAGEMENT INC

3.48K

Jun 30, 26

0.01%

Crane Advisory, LLC

3.47K

Jun 30, 26

0.01%

Segment Wealth Management, LLC

3.42K

Jun 30, 26

0.01%

Sanctuary Advisors, LLC

3.37K

Jun 30, 26

+1.88K

0.01%

DAYMARK WEALTH PARTNERS, LLC

3.36K

Jun 30, 26

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

3.31K

Jun 30, 26

-404

0.01%

MAIRS & POWER INC

3.27K

Jun 30, 26

0.01%

Bawa N Mallick Trust

3.25K

Jun 30, 26

0.01%

RIVER'S EDGE WEALTH MANAGEMENT, LLC

3.19K

Jun 30, 26

-1

0.01%

Pinnacle Financial Partners, Inc.

3.17K

Jun 30, 26

0.01%

Sequoia Financial Advisors, LLC

3.15K

Jun 30, 26

-29

0.01%

Compass Wealth Management LLC

3.13K

Jun 30, 26

+3.13K

0.01%

CERTUITY, LLC

3.11K

Jun 30, 26

0.01%

Accurate Wealth Management, LLC

3.09K

Jun 30, 26

+3.09K

0.01%

Ronald Blue Trust, Inc.

3.01K

Jun 30, 26

0.01%

RETIREMENT INCOME SOLUTIONS, INC

2.87K

Jun 30, 26

0.01%

CITIZENS FINANCIAL GROUP INC/RI

2.80K

Jun 30, 26

0.01%

Midwest Trust Co

2.80K

Jun 30, 26

0.01%

Ameritas Investment Partners, Inc.

2.77K

Jun 30, 26

-101

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

2.77K

Jun 30, 26

+155

0.01%

Miracle Mile Advisors, LLC

2.76K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

2.71K

Jun 30, 26

-5.28K

0.01%

BXM Wealth LLC

2.71K

Jun 30, 26

-21

0.01%

TWIN PEAKS WEALTH ADVISORS, LLC

2.69K

Jun 30, 26

0.01%

Heartland Bank & Trust Co

2.68K

Jun 30, 26

+120

0.01%

Ethos Financial Group, LLC

2.66K

Jun 30, 26

-65

0.01%

Downshift Financial, LLC

2.63K

Jun 30, 26

0.01%

RETIREMENT FINANCIAL SOLUTIONS, LLC

2.49K

Jun 30, 26

0.01%

Michels Family Financial, LLC

2.49K

Jun 30, 26

-25

0.01%

US BANCORP \DE\

2.48K

Jun 30, 26

+1.79K

0.01%

FIDUCIENT ADVISORS LLC

2.46K

Jun 30, 26

+2.46K

0.01%

Betterment LLC

2.44K

Jun 30, 26

-76

0.01%

JOHNSON INVESTMENT COUNSEL INC

2.40K

Jun 30, 26

+264

0.01%

Modera Wealth Management, LLC

2.40K

Jun 30, 26

+15

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

2.35K

Jun 30, 26

0.01%

Madden Advisory Services, Inc.

2.35K

Jun 30, 26

-76

0.01%

Chicago Partners Investment Group LLC

2.29K

Jun 30, 26

0.01%

WealthShield Partners, LLC

2.29K

Jun 30, 26

-21

0.01%

PARK AVENUE SECURITIES LLC

2.21K

Jun 30, 26

-13

0.01%

HB Wealth Management, LLC

2.21K

Jun 30, 26

+1.08K

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.10K

Jun 30, 26

-1.10K

0.01%

Next Level Wealth Planning, LLC

2.10K

Jun 30, 26

+604

0.01%

Highland Financial Advisors, LLC

2.05K

Jun 30, 26

+2.05K

0.01%

Operose Advisors LLC

2.04K

Jun 30, 26

+1.88K

0.01%

Spectrum Asset Management, Inc. (NB/CA)

2.01K

Jun 30, 26

-35

0.01%

Independent Wealth Network Inc.

1.99K

Jun 30, 26

+25

0.01%

Ullmann Wealth Partners Group, LLC

1.93K

Jun 30, 26

0.01%

Retirement Planning Group

1.91K

Jun 30, 26

0.01%

Base Wealth Management LLC

1.90K

Jun 30, 26

-5

0.01%

HBK Sorce Advisory LLC

1.89K

Jun 30, 26

0.01%

Quantinno Capital Management LP

1.86K

Jun 30, 26

+668

0.01%

MONOGRAPH WEALTH ADVISORS, LLC

1.85K

Jun 30, 26

0.01%

National Philanthropic Trust

1.85K

Jun 30, 26

+1.85K

0.01%

Steward Partners Investment Advisory, LLC

1.83K

Jun 30, 26

-12

0.01%

Sovereign Financial Group, Inc.

1.72K

Jun 30, 26

0.01%

Astoria Portfolio Advisors LLC.

1.71K

Jun 30, 26

0.01%

TritonPoint Partners, LLC

1.71K

Jun 30, 26

-434

0.01%

SageView Advisory Group, LLC

1.66K

Jun 30, 26

0.00%

Mayflower Financial Advisors, LLC

1.66K

Jun 30, 26

0.00%

Buckingham Strategic Partners

1.64K

Jun 30, 26

0.00%

McKinley Carter Wealth Services, Inc.

1.63K

Jun 30, 26

+1.63K

0.00%

FULTON BANK, N.A.

1.62K

Jun 30, 26

-30

0.00%

Glassman Wealth Services

1.59K

Jun 30, 26

0.00%

Narwhal Capital Management

1.57K

Jun 30, 26

0.00%

Vermillion & White Wealth Management Group, LLC

1.54K

Jun 30, 26

0.00%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

1.51K

Jun 30, 26

0.00%

BROWN ADVISORY INC

1.49K

Jun 30, 26

+669

0.00%

Fortitude Family Office, LLC

1.48K

Jun 30, 26

+1.48K

0.00%

B. Riley Wealth Advisors, Inc.

1.48K

Jun 30, 26

-18

0.00%

HARBOUR INVESTMENTS, INC.

1.48K

Jun 30, 26

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

1.46K

Jun 30, 26

0.00%

Snider Financial Group

1.44K

Jun 30, 26

-800

0.00%

Strategic Financial Services, Inc,

1.43K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

1.40K

Jun 30, 26

0.00%

Prospera Financial Services Inc

1.39K

Jun 30, 26

0.00%

Argent Trust Co

1.39K

Jun 30, 26

0.00%

AA Financial Advisors, LLC

1.39K

Jun 30, 26

0.00%

GTS SECURITIES LLC

1.38K

Jun 30, 26

-390

0.00%

CABOT WEALTH MANAGEMENT INC

1.38K

Jun 30, 26

+1.38K

0.00%

W ADVISORS, LLC

1.38K

Jun 30, 26

0.00%

BBR PARTNERS, LLC

1.37K

Jun 30, 26

0.00%

Destiny Wealth Partners, LLC

1.37K

Jun 30, 26

+1.37K

0.00%

Marble Wealth, LLC

1.37K

Jun 30, 26

0.00%

Goelzer Investment Management, Inc.

1.36K

Jun 30, 26

-412

0.00%

Alliance Private Wealth, LLC

1.35K

Jun 30, 26

0.00%

Advisory Services Network, LLC

1.34K

Jun 30, 26

-41

0.00%

WILKINS INVESTMENT COUNSEL INC

1.34K

Jun 30, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.34K

Jun 30, 26

-32

0.00%

TLWM

1.31K

Jun 30, 26

0.00%

BIP Wealth, LLC

1.30K

Jun 30, 26

+1.30K

0.00%

COOPER/HAIMS ADVISORS, LLC

1.28K

Jun 30, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

1.28K

Jun 30, 26

+1.28K

0.00%

BROGAN FINANCIAL, INC.

1.27K

Jun 30, 26

0.00%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

1.27K

Jun 30, 26

+545

0.00%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

1.25K

Jun 30, 26

-17

0.00%

Williams & Novak, LLC

1.22K

Jun 30, 26

+193

0.00%

J.W. COLE ADVISORS, INC.

1.22K

Jun 30, 26

-1

0.00%

TWO SIGMA SECURITIES, LLC

1.21K

Jun 30, 26

+1.21K

0.00%

Hardy Reed LLC

1.21K

Jun 30, 26

-33

0.00%

Tranquility Partners, LLC

1.20K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

1.20K

Jun 30, 26

0.00%

OPPENHEIMER & CO INC

1.18K

Jun 30, 26

+42

0.00%

West Branch Capital LLC

1.18K

Jun 30, 26

+998

0.00%

KTF INVESTMENTS, LLC

1.17K

Jun 30, 26

0.00%

MATHER GROUP, LLC.

1.17K

Jun 30, 26

0.00%

CVA Family Office, LLC

1.14K

Jun 30, 26

0.00%

Nemes Rush Group LLC

1.13K

Jun 30, 26

0.00%

Delap Wealth Advisory, LLC

1.13K

Jun 30, 26

0.00%

Tandem Financial, LLC

1.12K

Jun 30, 26

0.00%

Independent Advisor Alliance

1.12K

Jun 30, 26

-166

0.00%

ZENITH SOLUTIONS, INC.

1.09K

Jun 30, 26

+1.09K

0.00%

Cyndeo Wealth Partners, LLC

1.09K

Jun 30, 26

0.00%

Prospera Capital Management, LLC

1.08K

Jun 30, 26

+1.08K

0.00%

Farther Finance Advisors, LLC

1.08K

Jun 30, 26

0.00%

Moors & Cabot, Inc.

1.05K

Jun 30, 26

-82

0.00%

Global Strategic Investment Solutions, LLC

1.03K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

1.02K

Jun 30, 26

-13

0.00%

Heritage Family Offices, LLP

1.00K

Jun 30, 26

0.00%

Pacific Excel Wealth Advisors, Inc.

1.00K

Jun 30, 26

+1.00K

0.00%

FLOW TRADERS U.S. LLC

960

Jun 30, 26

+960

0.00%

Trexquant Investment LP

959

Jun 30, 26

+959

0.00%

BlackRock, Inc.

933

Jun 30, 26

-1.23K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

916

Jun 30, 26

0.00%

Redhawk Wealth Advisors, Inc.

910

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

901

Jun 30, 26

0.00%

MMA ASSET MANAGEMENT LLC

900

Jun 30, 26

0.00%

WBI INVESTMENTS, INC.

892

Jun 30, 26

+45

0.00%

One Day In July LLC

892

Jun 30, 26

0.00%

Ellis Investment Partners, LLC

887

Jun 30, 26

+172

0.00%

Resources Investment Advisors, LLC.

885

Jun 30, 26

-4

0.00%

Northwest Wealth Advisors, LLC

879

Jun 30, 26

0.00%

Emergent Wealth Advisors, LLC

865

Jun 30, 26

0.00%

Ancora Advisors, LLC

845

Jun 30, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

844

Jun 30, 26

0.00%

Stanich Group LLC

841

Jun 30, 26

+841

0.00%

Valmark Advisers, Inc.

840

Jun 30, 26

-25

0.00%

HEADINVEST, LLC

825

Jun 30, 26

0.00%

Solidarity Wealth, LLC

824

Jun 30, 26

0.00%

Brookstone Capital Management

824

Jun 30, 26

+21

0.00%

Nicholson Meyer Capital Management, Inc.

820

Jun 30, 26

0.00%

Abacus Planning Group, Inc.

807

Jun 30, 26

0.00%

Berkeley, Inc

806

Jun 30, 26

-10

0.00%

OKABENA INVESTMENT SERVICES INC

805

Jun 30, 26

0.00%

Intrua Financial, LLC

796

Jun 30, 26

0.00%

CoreCap Advisors, LLC

793

Jun 30, 26

0.00%

INSPIRION WEALTH ADVISORS, LLC

787

Jun 30, 26

0.00%

MATAURO, LLC

787

Jun 30, 26

+12

0.00%

Real Talk Capital, LLC

784

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

784

Jun 30, 26

+212

0.00%

1ST SOURCE BANK

778

Jun 30, 26

+16

0.00%

IHT Wealth Management, LLC

776

Jun 30, 26

-102

0.00%

Kovack Advisors, Inc.

770

Jun 30, 26

0.00%

ASSETMARK, INC

768

Jun 30, 26

-7

0.00%

SEI INVESTMENTS CO

765

Jun 30, 26

+765

0.00%

Pensionmark Financial Group, LLC

760

Jun 30, 26

-960

0.00%

Beaumont Asset Management, L.L.C.

748

Jun 30, 26

0.00%

Tenzing Financial LLC

742

Jun 30, 26

+53

0.00%

ADIRONDACK TRUST CO

734

Jun 30, 26

0.00%

Krilogy Financial LLC

722

Jun 30, 26

0.00%

KLCM Advisors, Inc.

714

Jun 30, 26

+23

0.00%

Chevy Chase Trust Holdings, LLC

705

Jun 30, 26

0.00%

Astra Wealth Partners LLC

701

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

701

Jun 30, 26

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

700

Jun 30, 26

0.00%

Callan Family Office, LLC

700

Jun 30, 26

0.00%

Caprock Group, LLC

700

Jun 30, 26

+700

0.00%

Fort Sheridan Advisors LLC

696

Jun 30, 26

0.00%

OneAscent Financial Services LLC

690

Jun 30, 26

+690

0.00%

ALLIANCEBERNSTEIN L.P.

686

Jun 30, 26

-1

0.00%

PCM Encore, LLC

685

Jun 30, 26

0.00%

Dakota Wealth Management

680

Jun 30, 26

0.00%

DeLarme Wealth Management, Inc.

679

Jun 30, 26

0.00%

OpenArc Corporate Advisory, LLC

674

Jun 30, 26

+674

0.00%

RDA Financial Network

660

Jun 30, 26

+660

0.00%

Oxbow Advisors, LLC

656

Jun 30, 26

+656

0.00%

American Capital Advisory, LLC

654

Jun 30, 26

0.00%

Sowell Financial Services LLC

652

Jun 30, 26

+652

0.00%

Access Investment Management LLC

642

Jun 30, 26

-901

0.00%

ASPIRIANT, LLC

635

Jun 30, 26

+635

0.00%

Nuveen, LLC

629

Jun 30, 26

+629

0.00%

EVERETT HARRIS & CO /CA/

625

Jun 30, 26

+625

0.00%

Gladstone Institutional Advisory LLC

621

Jun 30, 26

+621

0.00%

DT Investment Partners, LLC

621

Jun 30, 26

0.00%

Baltimore-Washington Financial Advisors, Inc.

605

Jun 30, 26

+605

0.00%

Alpha Zero LLC

597

Jun 30, 26

+597

0.00%

Financial Management Professionals, Inc.

569

Jun 30, 26

-60

0.00%

Ashton Thomas Private Wealth, LLC

550

Jun 30, 26

+54

0.00%

FIDUCIARY FINANCIAL ADVISORS

549

Jun 30, 26

+549

0.00%

Russell Investments Group, Ltd.

531

Jun 30, 26

+505

0.00%

IFG Advisory, LLC

509

Jun 30, 26

+509

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

496

Jun 30, 26

-54.17K

0.00%

Ameritas Advisory Services, LLC

426

Jun 30, 26

+426

0.00%

Qube Research & Technologies Ltd

392

Jun 30, 26

+309

0.00%

Capital Analysts, LLC

389

Jun 30, 26

+247

0.00%

FRANKLIN RESOURCES INC

350

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

348

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

345

Jun 30, 26

+345

0.00%

Rice Partnership, LLC

243

Jun 30, 26

+243

0.00%

SBI Securities Co., Ltd.

222

Jun 30, 26

+28

0.00%

Fort Vancouver Investment Management, LLC

214

Jun 30, 26

-8

0.00%

IAG Wealth Partners, LLC

158

Jun 30, 26

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

155

Jun 30, 26

+155

0.00%

Geneos Wealth Management Inc.

145

Jun 30, 26

0.00%

Biltmore Family Office, LLC

133

Jun 30, 26

+10

0.00%

Westend Capital Management, LLC

110

Jun 30, 26

+110

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

105

Jun 30, 26

-20

0.00%

AlphaCore Capital LLC

105

Jun 30, 26

0.00%

FARMERS & MERCHANTS INVESTMENTS INC

100

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

100

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

Comprehensive Financial Planning, Inc./PA

Jun 30, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Jun 30, 26

+29

0.00%

Westfuller Advisors, LLC

Jun 30, 26

0.00%

MASECO LLP

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

+25

0.00%

Kings Path Partners LLC

Jun 30, 26

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+20

0.00%

Merrithew & Thorsten Inc

Jun 30, 26

0.00%

MATRIX PRIVATE CAPITAL GROUP LLC

Jun 30, 26

0.00%

Pflug Koory, LLC

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

Jun 30, 26

0.00%

ELEVATE WEALTH ADVISORY, INC

Jun 30, 26

0.00%

Robinswood Financial LLC

Jun 30, 26

0.00%

Friedenthal Financial

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

Jun 30, 26

0.00%

Lido Advisors, LLC

Jun 30, 26

-691

Addison Advisors LLC

Jun 30, 26

-10

JANE STREET GROUP, LLC

Jun 30, 26

-5.92K

Capital Advantage, Inc.

Jun 30, 26

-2.10K

Root Financial Partners, LLC

Jun 30, 26

-156

EVOKE WEALTH, LLC

Jun 30, 26

-90.19K

Opal Wealth Advisors, LLC

Jun 30, 26

-215

YARGER WEALTH STRATEGIES, LLC

Jun 30, 26

-3.20K

JIM SAULNIER & ASSOCIATES, LLC

Jun 30, 26

-4.87K

Western Wealth Management, LLC

Jun 30, 26

-194

Kohmann Bosshard Financial Services, LLC

Jun 30, 26

-137

Abound Wealth Management

Jun 30, 26

-34

Outlook Wealth Advisors, LLC

Jun 30, 26

-733

Keating Financial Advisory Services, Inc.

Jun 30, 26

-74

CITADEL ADVISORS LLC

Jun 30, 26

-781

Rossby Financial, LCC

Jun 30, 26

-20

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

-61

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

Jun 30, 26

-1.08K

Wall Street Financial Group, Inc.

Jun 30, 26

-55

Golden State Equity Partners

Jun 30, 26

-111

SWAN Capital LLC

Jun 30, 26

-1

Parkside Financial Bank & Trust

68.56K

Mar 31, 26

+3.62K

0.20%

Brown Financial Advisory

21.19K

Mar 31, 26

+9.38K

0.06%

U.S. Capital Wealth Advisors, LLC

3.27K

Mar 31, 26

+1.12K

0.01%

Leo Wealth, LLC

2.46K

Mar 31, 26

+750

0.01%

Mill Creek Capital Advisors, LLC

1.53K

Mar 31, 26

0.00%

Strategic Financial Services, Inc,

1.43K

Mar 31, 26

0.00%

Red Tortoise LLC

1.29K

Mar 31, 26

0.00%

MILLINGTON SECURITIES, INC.

847

Mar 31, 26

+847

0.00%

CWM, LLC

Mar 31, 26

+66

0.00%

Austin Private Wealth, LLC

130.66K

Dec 31, 25

-4.61K

0.38%

VANGUARD GROUP INC

78.74K

Dec 31, 25

-2.65K

0.23%

Litman Gregory Wealth Management LLC

66.03K

Dec 31, 25

-971

0.19%

COMERICA BANK

26.77K

Dec 31, 25

+33

0.08%

NICOLET ADVISORY SERVICES, LLC

16.14K

Dec 31, 25

+16.14K

0.05%

Clarius Group, LLC

3.74K

Dec 31, 25

0.01%

Cadence Bank

700

Dec 31, 25

0.00%

ORG Partners LLC

221

Dec 31, 25

+16

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-34

PITCAIRN CO

43.75K

Sep 30, 25

0.13%

Glenmede Investment Management, LP

7.17K

Sep 30, 25

+285

0.02%

PINNACLE FINANCIAL PARTNERS INC

3.30K

Sep 30, 25

-234

0.01%

AVANTAX ADVISORY SERVICES, INC.

27.43K

Jun 30, 25

-6.86K

0.08%

Atria Wealth Solutions, Inc.

19.96K

Jun 30, 25

-53.11K

0.06%

Centricity Wealth Management, LLC

2.72K

Jun 30, 25

0.01%

Moser Wealth Advisors, LLC

1.66K

Jun 30, 25

+25

0.00%

Congress Wealth Management LLC / DE /

919

Jun 30, 25

+919

0.00%

US FINANCIAL ADVISORS, LLC

18.18K

Mar 31, 25

-235

0.05%

Aveo Capital Partners, LLC

2.60K

Mar 31, 25

+1.29K

0.01%

CAROLINAS WEALTH CONSULTING LLC

1.07K

Mar 31, 25

+29

0.00%

Marcum Wealth, LLC

1.05K

Mar 31, 25

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

78.67K

Dec 31, 24

-9.12K

0.23%

Geller Advisors LLC

4.23K

Dec 31, 24

-188

0.01%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-1

0.00%

RAYMOND JAMES & ASSOCIATES

167.30K

Sep 30, 24

-1.17K

0.49%

Raymond James Financial Services Advisors, Inc.

103.56K

Sep 30, 24

-76.53K

0.31%

Waypoint Capital Advisors, LLC

12.64K

Sep 30, 24

-1.45K

0.04%

RAYMOND JAMES TRUST N.A.

3.54K

Sep 30, 24

0.01%

Source Financial Advisors LLC

3.30K

Sep 30, 24

+12

0.01%

M&R CAPITAL MANAGEMENT INC

280

Sep 30, 24

-50

0.00%

HERITAGE WEALTH MANAGEMENT, LLC

1.00K

Jun 30, 24

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

376

Jun 30, 24

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-7.73K

Cetera Advisor Networks LLC

28.51K

Mar 31, 24

-1.18K

0.08%

Cetera Advisors LLC

22.47K

Mar 31, 24

+1.56K

0.07%

Bromfield Sneider Wealth Advisors

2.35K

Mar 31, 24

+1.29K

0.01%

StrategIQ Financial Group, LLC

71.52K

Dec 31, 23

-36

0.21%

Bridgeworth, LLC

11.50K

Dec 31, 23

-51

0.03%

Simplicity Solutions, LLC

6.47K

Dec 31, 23

0.02%

RESOURCE CONSULTING GROUP INC

6.40K

Dec 31, 23

0.02%

PROVENCE WEALTH MANAGEMENT GROUP

1.68K

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

66.82K

Sep 30, 23

+60.84K

0.20%

COLONY GROUP LLC

34.85K

Sep 30, 23

-5

0.10%

COMERICA SECURITIES,INC.

6.83K

Sep 30, 23

-338

0.02%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.74K

Sep 30, 23

-1.05K

0.02%

Coury Firm Asset Management LLC

1.92K

Sep 30, 23

0.01%

Sutton Wealth Advisors Inc.

Sep 30, 23

-2

Veritable, L.P.

60.84K

Jun 30, 23

0.18%

Wealth CMT

33.55K

Jun 30, 23

-994

0.10%

AJ WEALTH STRATEGIES, LLC

7.32K

Jun 30, 23

0.02%

TIAA, FSB

3.01K

Jun 30, 23

0.01%

AFFINIA FINANCIAL GROUP, LLC

1.14K

Jun 30, 23

0.00%

Kistler-Tiffany Companies, LLC

Jun 30, 23

0.00%

Lehman & Derafelo Financial Resources LLC

3.23K

Dec 31, 22

0.01%

55I, LLC

3.89K

Sep 30, 22

-2.46K

0.01%

Doyle Wealth Management

1.56K

Sep 30, 22

+1.56K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.25K

Sep 30, 22

+1.25K

0.00%

MUFG Americas Holdings Corp

104

Sep 30, 22

0.00%

American Portfolios Advisors

Sep 30, 22

0.00%

FourThought Financial, LLC

Sep 30, 22

0.00%

Permit Capital Advisors, LLC

7.31K

Mar 31, 22

+7.31K

0.02%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

1.21K

Mar 31, 22

+1.21K

0.00%

KINGS POINT CAPITAL MANAGEMENT

Mar 31, 22

0.00%

NEXT Financial Group, Inc

127.62K

Dec 31, 21

+115

0.38%

Newport Wealth Strategies, Inc.

17.31K

Sep 30, 21

0.05%

NORTHSTAR INVESTMENT ADVISORS LLC

144.05K

Jun 30, 21

+17.16K

0.42%

AdvicePeriod, LLC

13.06K

Jun 30, 21

+4.42K

0.04%

Pinnacle Wealth Advisors

1.50K

Jun 30, 21

+1.50K

0.00%

Paracle Advisors, LLC

14.26K

Mar 31, 21

-390

0.04%

ROWLAND CARMICHAEL ADVISORS INC /ADV

21.77K

Dec 31, 20

+21.77K

0.06%

Wealthspire Advisors, L.P.

4.18K

Sep 30, 20

+4.18K

0.01%

Starfire Investment Advisers, Inc.

9.71K

Jun 30, 20

0.03%

Beacon Pointe Wealth Advisors, LLC

13.85K

Dec 31, 19

+130

0.04%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.88K

Dec 31, 19

+317

0.01%

Advisor Group, Inc.

1.10K

Dec 31, 19

+67

0.00%

SUNTRUST BANKS INC

6.50K

Sep 30, 19

0.02%

NEXT Financial Holdings

2.98K

Mar 31, 19

+2.98K

0.01%

COMERICA SECURITIES INC

Dec 31, 18

-3.52K

Kinsight, LLC

501.80K

Jun 30, 17

-29.92K

1.48%

1st Global Advisors, Inc.

55.73K

Jun 30, 17

0.16%

Commonwealth Equity Services, Inc

18.69K

Jun 30, 17

-486

0.06%

Virtu KCG Holdings LLC

3.51K

Jun 30, 17

+491

0.01%

MSI Financial Services Inc

877

Dec 31, 16

+50

0.00%

Alerus Investment Advisors Corp

204.86K

Mar 31, 16

+109.41K

0.60%

Gupta Wealth Management LLC

27.65K

Mar 31, 16

0.08%

Laidlaw Group, LLC

3.56K

Jun 30, 15

-80

0.01%

UBS AG

6.34K

Sep 30, 14

+32

0.02%