VTHR(VTHR)
VTHR
$340.14—Stale · unknown old
NASDAQ • Last print unknown ago
$340.14—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 632.55K | Jun 30, 26 | +21.86K | 3.42% |
| MORGAN STANLEY | 622.26K | Jun 30, 26 | +112.30K | 3.36% |
| LINCOLN NATIONAL CORP | 458.19K | Jun 30, 26 | -4.46K | 2.47% |
| TOMPKINS FINANCIAL CORP | 297.85K | Jun 30, 26 | -1.61K | 1.61% |
| GOLDMAN SACHS GROUP INC | 279.97K | Jun 30, 26 | +59.60K | 1.51% |
| UBS Group AG | 233.39K | Jun 30, 26 | +37.54K | 1.26% |
| Colony Group, LLC | 223.43K | Jun 30, 26 | -8.51K | 1.21% |
| Callan Family Office, LLC | 219.19K | Jun 30, 26 | -3.44K | 1.18% |
| Cliffwater LLC | 129.31K | Jun 30, 26 | -76.19K | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 113.99K | Jun 30, 26 | +29.92K | 0.62% |
| Gotham Asset Management, LLC | 110.57K | Jun 30, 26 | +57.65K | 0.60% |
| AQR CAPITAL MANAGEMENT LLC | 104.53K | Jun 30, 26 | +14.23K | 0.56% |
| Trustees of Dartmouth College | 98.05K | Jun 30, 26 | +98.05K | 0.53% |
| Cerity Partners LLC | 97.66K | Jun 30, 26 | -3.19K | 0.53% |
| Diversified Trust Co | 80.24K | Jun 30, 26 | +15 | 0.43% |
| LPL Financial LLC | 80.04K | Jun 30, 26 | -556 | 0.43% |
| Fund Evaluation Group, LLC | 75.89K | Jun 30, 26 | -11.22K | 0.41% |
| HighTower Advisors, LLC | 70.67K | Jun 30, 26 | +12.39K | 0.38% |
| Sovereign Investment Advisors, LLC | 67.72K | Jun 30, 26 | +65.49K | 0.37% |
| OpenArc Corporate Advisory, LLC | 63.89K | Jun 30, 26 | -2.37K | 0.34% |
| PENNINGTON PARTNERS & CO., LLC | 63.75K | Jun 30, 26 | -10 | 0.34% |
| AlphaCore Capital LLC | 57.82K | Jun 30, 26 | +10.02K | 0.31% |
| MML INVESTORS SERVICES, LLC | 57.44K | Jun 30, 26 | +18.68K | 0.31% |
| Diversified Portfolios, Inc. | 57.12K | Jun 30, 26 | -63 | 0.31% |
| NewEdge Advisors, LLC | 53.77K | Jun 30, 26 | +3.28K | 0.29% |
| Mariner, LLC | 53.30K | Jun 30, 26 | +5.93K | 0.29% |
| BANK OF AMERICA CORP /DE/ | 51.19K | Jun 30, 26 | -787 | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 49.01K | Jun 30, 26 | +2.96K | 0.26% |
| Evensky & Katz LLC | 40.56K | Jun 30, 26 | -496 | 0.22% |
| JPMORGAN CHASE & CO | 36.49K | Jun 30, 26 | -810 | 0.20% |
| ADIRONDACK TRUST CO | 36.11K | Jun 30, 26 | +3.47K | 0.19% |
| COMMERCE BANK | 31.83K | Jun 30, 26 | +2.61K | 0.17% |
| Beacon Pointe Advisors, LLC | 31.77K | Jun 30, 26 | -3.92K | 0.17% |
| Greenspring Advisors, LLC | 29.34K | Jun 30, 26 | -305 | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 26.53K | Jun 30, 26 | +3.40K | 0.14% |
| Bank of New York Mellon Corp | 26.45K | Jun 30, 26 | -- | 0.14% |
| Cetera Investment Advisers | 25.92K | Jun 30, 26 | +474 | 0.14% |
| Pathstone Holdings, LLC | 25.15K | Jun 30, 26 | +640 | 0.14% |
| Pitcairn Wealth Advisors LLC | 23.75K | Jun 30, 26 | -1.52K | 0.13% |
| IEQ CAPITAL, LLC | 23.50K | Jun 30, 26 | +595 | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 23.25K | Jun 30, 26 | +95 | 0.13% |
| Rockefeller Capital Management L.P. | 22.40K | Jun 30, 26 | +208 | 0.12% |
| Prosperity Consulting Group, LLC | 22.05K | Jun 30, 26 | -2.27K | 0.12% |
| GLENMEDE TRUST CO NA | 21.10K | Jun 30, 26 | -- | 0.11% |
| Linscomb & Williams, Inc. | 18.94K | Jun 30, 26 | -1.03K | 0.10% |
| Kestra Advisory Services, LLC | 17.90K | Jun 30, 26 | +632 | 0.10% |
| CAPTRUST FINANCIAL ADVISORS | 17.74K | Jun 30, 26 | +1.61K | 0.10% |
| STIFEL FINANCIAL CORP | 17.54K | Jun 30, 26 | -875 | 0.09% |
| PARK AVENUE SECURITIES LLC | 16.33K | Jun 30, 26 | +11.50K | 0.09% |
| Tolleson Wealth Management, Inc. | 16.22K | Jun 30, 26 | -- | 0.09% |
| WELLS FARGO & COMPANY/MN | 14.94K | Jun 30, 26 | +376 | 0.08% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 14.28K | Jun 30, 26 | -- | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.27K | Jun 30, 26 | -267 | 0.08% |
| DB Fitzpatrick & Co, Inc | 13.55K | Jun 30, 26 | -945 | 0.07% |
| Steward Partners Investment Advisory, LLC | 13.45K | Jun 30, 26 | -353 | 0.07% |
| Clearstead Advisors, LLC | 12.91K | Jun 30, 26 | -1.00K | 0.07% |
| Tennessee Valley Asset Management Partners | 12.78K | Jun 30, 26 | +6 | 0.07% |
| Lido Advisors, LLC | 11.45K | Jun 30, 26 | -674 | 0.06% |
| Financial Engines Advisors L.L.C. | 11.20K | Jun 30, 26 | -104 | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11.09K | Jun 30, 26 | -106 | 0.06% |
| Apella Capital, LLC | 11.07K | Jun 30, 26 | +5 | 0.06% |
| Coastline Trust Co | 10.85K | Jun 30, 26 | -340 | 0.06% |
| SageView Advisory Group, LLC | 10.78K | Jun 30, 26 | -3 | 0.06% |
| Bleakley Financial Group, LLC | 10.73K | Jun 30, 26 | -8.61K | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 10.05K | Jun 30, 26 | -- | 0.05% |
| FSA Investment Group, LLC | 10.00K | Jun 30, 26 | -312 | 0.05% |
| 1900 WEALTH MANAGEMENT LLC | 9.51K | Jun 30, 26 | -- | 0.05% |
| NBC SECURITIES, INC. | 9.44K | Jun 30, 26 | -- | 0.05% |
| WEDBUSH SECURITIES INC | 9.16K | Jun 30, 26 | -172 | 0.05% |
| Waverly Advisors, LLC | 8.93K | Jun 30, 26 | -- | 0.05% |
| ROYAL BANK OF CANADA | 8.41K | Jun 30, 26 | -10.77K | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.91K | Jun 30, 26 | +7.21K | 0.04% |
| Verus Financial Partners, Inc. | 7.78K | Jun 30, 26 | -58 | 0.04% |
| HRT FINANCIAL LP | 7.53K | Jun 30, 26 | +7.53K | 0.04% |
| Embree Financial Group | 7.41K | Jun 30, 26 | -2.24K | 0.04% |
| Investment Advisory Group, LLC | 7.08K | Jun 30, 26 | +601 | 0.04% |
| Wedmont Private Capital | 7.02K | Jun 30, 26 | +1.18K | 0.04% |
| Silver Coast Investments LLC | 6.68K | Jun 30, 26 | +170 | 0.04% |
| Hardy Reed LLC | 6.67K | Jun 30, 26 | -- | 0.04% |
| Operose Advisors LLC | 6.36K | Jun 30, 26 | +1.61K | 0.03% |
| EVOLUTION WEALTH MANAGEMENT INC. | 5.80K | Jun 30, 26 | -- | 0.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.76K | Jun 30, 26 | +64 | 0.03% |
| WHITTIER TRUST CO | 5.66K | Jun 30, 26 | -- | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 5.43K | Jun 30, 26 | +3.42K | 0.03% |
| ORRSTOWN FINANCIAL SERVICES INC | 5.16K | Jun 30, 26 | -- | 0.03% |
| JOHNSON INVESTMENT COUNSEL INC | 5.03K | Jun 30, 26 | +232 | 0.03% |
| WESBANCO BANK INC | 5.00K | Jun 30, 26 | -- | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.91K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 4.82K | Jun 30, 26 | +142 | 0.03% |
| Compass Financial Group, INC/SD | 4.67K | Jun 30, 26 | -- | 0.03% |
| Centennial Bank/AR/ | 4.66K | Jun 30, 26 | -- | 0.03% |
| Pensionmark Financial Group, LLC | 4.65K | Jun 30, 26 | -606 | 0.03% |
| Private Wealth Asset Management, LLC | 4.40K | Jun 30, 26 | -- | 0.02% |
| Cresset Asset Management, LLC | 4.17K | Jun 30, 26 | +1 | 0.02% |
| Dakota Wealth Management | 4.11K | Jun 30, 26 | +42 | 0.02% |
| Creative Planning | 4.11K | Jun 30, 26 | -10.64K | 0.02% |
| McCartney Wealth Management LLC | 4.03K | Jun 30, 26 | -- | 0.02% |
| First Financial Bank - Trust Division | 3.74K | Jun 30, 26 | -- | 0.02% |
| SHELTON CAPITAL MANAGEMENT | 3.71K | Jun 30, 26 | +7 | 0.02% |
| PVG ASSET MANAGEMENT CORP | 3.67K | Jun 30, 26 | -14 | 0.02% |
| MYCIO WEALTH PARTNERS, LLC | 3.63K | Jun 30, 26 | +1.57K | 0.02% |
| MAI Capital Management | 3.58K | Jun 30, 26 | +260 | 0.02% |
| Wealthspire Advisors, LLC | 3.44K | Jun 30, 26 | +20 | 0.02% |
| Sequoia Financial Advisors, LLC | 3.32K | Jun 30, 26 | +2 | 0.02% |
| Tortoise Investment Management, LLC | 3.30K | Jun 30, 26 | -- | 0.02% |
| Quantinno Capital Management LP | 3.17K | Jun 30, 26 | +3.17K | 0.02% |
| Everhart Financial Group, Inc. | 3.13K | Jun 30, 26 | -18 | 0.02% |
| HOGE FINANCIAL SERVICES, LLC | 3.13K | Jun 30, 26 | -4 | 0.02% |
| Americana Partners, LLC | 3.10K | Jun 30, 26 | +3.10K | 0.02% |
| DAVIDSON INVESTMENT ADVISORS | 3.06K | Jun 30, 26 | -185 | 0.02% |
| NorthCrest Asset Manangement, LLC | 3.06K | Jun 30, 26 | +3.06K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.06K | Jun 30, 26 | +746 | 0.02% |
| Avidian Wealth Solutions, LLC | 3.01K | Jun 30, 26 | +17 | 0.02% |
| Farther Finance Advisors, LLC | 2.95K | Jun 30, 26 | +10 | 0.02% |
| Jacksonville Wealth Management, LLC | 2.86K | Jun 30, 26 | -76 | 0.02% |
| Keystone Financial Group | 2.75K | Jun 30, 26 | +130 | 0.01% |
| US BANCORP \DE\ | 2.68K | Jun 30, 26 | -- | 0.01% |
| Fairscale Capital, LLC | 2.68K | Jun 30, 26 | -- | 0.01% |
| CNB Bank | 2.64K | Jun 30, 26 | -- | 0.01% |
| Principal Street Partners, LLC | 2.62K | Jun 30, 26 | -- | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 2.60K | Jun 30, 26 | -2.75K | 0.01% |
| IFP Advisors, Inc | 2.52K | Jun 30, 26 | -- | 0.01% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 2.50K | Jun 30, 26 | -- | 0.01% |
| Forum Financial Management, LP | 2.48K | Jun 30, 26 | +6 | 0.01% |
| COZAD ASSET MANAGEMENT INC | 2.36K | Jun 30, 26 | -- | 0.01% |
| Resources Investment Advisors, LLC. | 2.26K | Jun 30, 26 | -- | 0.01% |
| FULTON BANK, N.A. | 2.23K | Jun 30, 26 | -228 | 0.01% |
| Nilsine Partners, LLC | 2.21K | Jun 30, 26 | +63 | 0.01% |
| BRYN MAWR TRUST Co | 2.11K | Jun 30, 26 | -- | 0.01% |
| CIBC Bancorp USA Inc. | 2.01K | Jun 30, 26 | +2.01K | 0.01% |
| Grove Street Fiduciary, LLC | 1.99K | Jun 30, 26 | -- | 0.01% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1.90K | Jun 30, 26 | -- | 0.01% |
| Corundum Trust Company, INC | 1.89K | Jun 30, 26 | -- | 0.01% |
| Avestar Capital, LLC | 1.83K | Jun 30, 26 | -- | 0.01% |
| ARS Wealth Advisors Group, LLC | 1.83K | Jun 30, 26 | +100 | 0.01% |
| TRUIST FINANCIAL CORP | 1.83K | Jun 30, 26 | -109 | 0.01% |
| Wealth Care LLC | 1.81K | Jun 30, 26 | -- | 0.01% |
| Banque Cantonale Vaudoise | 1.79K | Jun 30, 26 | -- | 0.01% |
| Paulson Wealth Management Inc. | 1.79K | Jun 30, 26 | -110 | 0.01% |
| Wealthcare Advisory Partners LLC | 1.76K | Jun 30, 26 | -- | 0.01% |
| Brookstone Capital Management | 1.74K | Jun 30, 26 | +326 | 0.01% |
| Janney Montgomery Scott LLC | 1.65K | Jun 30, 26 | -70 | 0.01% |
| PRECEDENT WEALTH PARTNERS, LLC | 1.65K | Jun 30, 26 | +6 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.64K | Jun 30, 26 | +12 | 0.01% |
| Arbor Investment Advisors, LLC | 1.62K | Jun 30, 26 | -- | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.62K | Jun 30, 26 | -- | 0.01% |
| Baker Avenue Asset Management, LP | 1.61K | Jun 30, 26 | +17 | 0.01% |
| Gutierrez Wealth Advisory, LLC | 1.56K | Jun 30, 26 | +774 | 0.01% |
| ANCHYRA PARTNERS LLC | 1.55K | Jun 30, 26 | -161 | 0.01% |
| Sunpointe, LLC | 1.54K | Jun 30, 26 | -10 | 0.01% |
| Rossby Financial, LCC | 1.51K | Jun 30, 26 | +755 | 0.01% |
| Prospera Financial Services Inc | 1.50K | Jun 30, 26 | -- | 0.01% |
| Gross & Hartman Investments LLC | 1.49K | Jun 30, 26 | -496 | 0.01% |
| Safe Harbor Family Capital, LLC | 1.49K | Jun 30, 26 | -496 | 0.01% |
| EP Wealth Advisors, LLC | 1.43K | Jun 30, 26 | -170 | 0.01% |
| FIRST NATIONAL BANK OF OMAHA | 1.42K | Jun 30, 26 | -- | 0.01% |
| Concurrent Investment Advisors, LLC | 1.41K | Jun 30, 26 | +1.41K | 0.01% |
| Keating Financial Advisory Services, Inc. | 1.39K | Jun 30, 26 | -15 | 0.01% |
| Jacobi Capital Management LLC | 1.33K | Jun 30, 26 | +1 | 0.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.28K | Jun 30, 26 | -- | 0.01% |
| SHEETS SMITH WEALTH MANAGEMENT | 1.25K | Jun 30, 26 | -12 | 0.01% |
| New Republic Capital, LLC | 1.24K | Jun 30, 26 | +2 | 0.01% |
| Cauble & Harre Wealth Management, Inc. | 1.24K | Jun 30, 26 | -- | 0.01% |
| BRIGHTON JONES LLC | 1.20K | Jun 30, 26 | +3 | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.20K | Jun 30, 26 | +1.20K | 0.01% |
| Diversify Advisory Services, LLC | 1.20K | Jun 30, 26 | +1.20K | 0.01% |
| SYKON CAPITAL LLC | 1.19K | Jun 30, 26 | -- | 0.01% |
| Belpointe Asset Management LLC | 1.13K | Jun 30, 26 | -- | 0.01% |
| Atomi Financial Group, Inc. | 1.11K | Jun 30, 26 | +40 | 0.01% |
| BOK Financial Private Wealth, Inc. | 1.10K | Jun 30, 26 | -179 | 0.01% |
| Radnor Capital Management, LLC | 1.10K | Jun 30, 26 | -- | 0.01% |
| RFG Advisory, LLC | 1.08K | Jun 30, 26 | +1.08K | 0.01% |
| Allspring Global Investments Holdings, LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 969 | Jun 30, 26 | +12 | 0.01% |
| Firestone Capital Management | 950 | Jun 30, 26 | -50 | 0.01% |
| Trek Financial, LLC | 930 | Jun 30, 26 | -- | 0.01% |
| SONATA CAPITAL GROUP INC | 910 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Financial Partners, Inc. | 907 | Jun 30, 26 | +4 | 0.00% |
| AA Financial Advisors, LLC | 899 | Jun 30, 26 | -5 | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 827 | Jun 30, 26 | -6 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 789 | Jun 30, 26 | +273 | 0.00% |
| Allworth Financial LP | 777 | Jun 30, 26 | +1 | 0.00% |
| BSW Wealth Partners | 771 | Jun 30, 26 | -- | 0.00% |
| Betterment LLC | 752 | Jun 30, 26 | +40 | 0.00% |
| Aptus Capital Advisors, LLC | 741 | Jun 30, 26 | +606 | 0.00% |
| HB Wealth Management, LLC | 715 | Jun 30, 26 | +4 | 0.00% |
| Clarity Retirement & Wealth, LLC | 700 | Jun 30, 26 | -- | 0.00% |
| Advyzon Investment Management, LLC | 700 | Jun 30, 26 | -- | 0.00% |
| Ariadne Wealth Management, LP | 698 | Jun 30, 26 | +2 | 0.00% |
| Abel Hall, LLC | 669 | Jun 30, 26 | +669 | 0.00% |
| StoneX Group Inc. | 658 | Jun 30, 26 | +658 | 0.00% |
| TCI Wealth Advisors, Inc. | 657 | Jun 30, 26 | +657 | 0.00% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 657 | Jun 30, 26 | +657 | 0.00% |
| J.W. COLE ADVISORS, INC. | 631 | Jun 30, 26 | +631 | 0.00% |
| Independent Advisor Alliance | 628 | Jun 30, 26 | +628 | 0.00% |
| Tacita Capital Inc | 625 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 618 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 618 | Jun 30, 26 | -12 | 0.00% |
| Koesten, Hirschmann & Crabtree, INC. | 611 | Jun 30, 26 | +611 | 0.00% |
| BROGAN FINANCIAL, INC. | 606 | Jun 30, 26 | +606 | 0.00% |
| Ascent Wealth Partners, LLC | 606 | Jun 30, 26 | +606 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 587 | Jun 30, 26 | +1 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 444 | Jun 30, 26 | +444 | 0.00% |
| NORTHSTAR ASSET MANAGEMENT LLC | 425 | Jun 30, 26 | +425 | 0.00% |
| Sage Mountain Advisors LLC | 420 | Jun 30, 26 | -- | 0.00% |
| Paladin Partners, LLC | 418 | Jun 30, 26 | +418 | 0.00% |
| SRS Capital Advisors, Inc. | 357 | Jun 30, 26 | +284 | 0.00% |
| BLAIR WILLIAM & CO/IL | 325 | Jun 30, 26 | -- | 0.00% |
| Smithfield Trust Co | 320 | Jun 30, 26 | -21 | 0.00% |
| HOWE & RUSLING INC | 316 | Jun 30, 26 | -18 | 0.00% |
| BlackRock, Inc. | 287 | Jun 30, 26 | +212 | 0.00% |
| Owl Creek Wealth Partners LLC | 274 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 258 | Jun 30, 26 | +258 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 227 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 208 | Jun 30, 26 | -- | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 203 | Jun 30, 26 | -- | 0.00% |
| GoalVest Advisory LLC | 180 | Jun 30, 26 | -17 | 0.00% |
| SBI Securities Co., Ltd. | 152 | Jun 30, 26 | -2 | 0.00% |
| Main Street Group, LTD | 150 | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 142 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 136 | Jun 30, 26 | -12 | 0.00% |
| SIGNATUREFD, LLC | 123 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 109 | Jun 30, 26 | -2.18K | 0.00% |
| Topsail Wealth Management, LLC | 101 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 90 | Jun 30, 26 | -92 | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 80 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 69 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 67 | Jun 30, 26 | -186 | 0.00% |
| Graney & King, LLC | 63 | Jun 30, 26 | -- | 0.00% |
| JDM Financial Group LLC | 59 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 50 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 47 | Jun 30, 26 | +10 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 41 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 40 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 38 | Jun 30, 26 | -5 | 0.00% |
| CENTRAL TRUST Co | 32 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 32 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 24 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 21 | Jun 30, 26 | -- | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| Bay Harbor Wealth Management, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Gould Capital, LLC | 13 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 8 | Jun 30, 26 | +8 | 0.00% |
| Geneos Wealth Management Inc. | 6 | Jun 30, 26 | -- | 0.00% |
| Olistico Wealth, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 1 | Jun 30, 26 | -1 | 0.00% |
| VIRTUE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -1.00K | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -1.17K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -262 | -- |
| MARSHALL WACE, LLP | -- | Jun 30, 26 | -1.68K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -30.81K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -5 | -- |
| BIRCHBROOK, INC. | -- | Jun 30, 26 | -20 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -13 | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -133 | -- |
| PITTENGER & ANDERSON INC | -- | Jun 30, 26 | -31 | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -25.23K | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -155 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -10 | -- |
| Callan Family Office, LLC | 222.63K | Mar 31, 26 | -6.18K | 1.20% |
| Cerity Partners LLC | 100.85K | Mar 31, 26 | +7.76K | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 90.30K | Mar 31, 26 | -16.29K | 0.49% |
| Fund Evaluation Group, LLC | 87.11K | Mar 31, 26 | +83 | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 84.07K | Mar 31, 26 | -2.60K | 0.45% |
| PENNINGTON PARTNERS & CO., LLC | 63.76K | Mar 31, 26 | +17.87K | 0.34% |
| HighTower Advisors, LLC | 58.28K | Mar 31, 26 | -7.08K | 0.31% |
| Gotham Asset Management, LLC | 52.92K | Mar 31, 26 | +9.41K | 0.29% |
| AlphaCore Capital LLC | 47.80K | Mar 31, 26 | +11.01K | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 46.05K | Mar 31, 26 | +21.24K | 0.25% |
| Evensky & Katz LLC | 41.05K | Mar 31, 26 | -403 | 0.22% |
| MML INVESTORS SERVICES, LLC | 38.76K | Mar 31, 26 | +8.58K | 0.21% |
| JPMORGAN CHASE & CO | 37.30K | Mar 31, 26 | +4.39K | 0.20% |
| ADIRONDACK TRUST CO | 32.63K | Mar 31, 26 | +3.60K | 0.18% |
| CWM, LLC | 32.55K | Mar 31, 26 | -3.55K | 0.18% |
| Private Advisor Group, LLC | 30.81K | Mar 31, 26 | +725 | 0.17% |
| Greenspring Advisors, LLC | 29.64K | Mar 31, 26 | -899 | 0.16% |
| COMMERCE BANK | 29.21K | Mar 31, 26 | -35 | 0.16% |
| Bank of New York Mellon Corp | 26.45K | Mar 31, 26 | -2.84K | 0.14% |
| Pathstone Holdings, LLC | 24.51K | Mar 31, 26 | +3 | 0.13% |
| Prosperity Consulting Group, LLC | 24.33K | Mar 31, 26 | -- | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 23.16K | Mar 31, 26 | +363 | 0.13% |
| Rockefeller Capital Management L.P. | 22.19K | Mar 31, 26 | +6.88K | 0.12% |
| Linscomb & Williams, Inc. | 19.97K | Mar 31, 26 | -3.11K | 0.11% |
| Bleakley Financial Group, LLC | 19.33K | Mar 31, 26 | +3.52K | 0.10% |
| Tolleson Wealth Management, Inc. | 16.22K | Mar 31, 26 | -- | 0.09% |
| Creative Planning | 14.75K | Mar 31, 26 | +10.81K | 0.08% |
| WELLS FARGO & COMPANY/MN | 14.56K | Mar 31, 26 | +1.33K | 0.08% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 14.28K | Mar 31, 26 | -247 | 0.08% |
| Clearstead Advisors, LLC | 13.91K | Mar 31, 26 | +577 | 0.08% |
| Tennessee Valley Asset Management Partners | 12.78K | Mar 31, 26 | +8 | 0.07% |
| Lido Advisors, LLC | 12.13K | Mar 31, 26 | +675 | 0.07% |
| Financial Engines Advisors L.L.C. | 11.30K | Mar 31, 26 | -1.64K | 0.06% |
| Apella Capital, LLC | 11.06K | Mar 31, 26 | +6.72K | 0.06% |
| SageView Advisory Group, LLC | 10.79K | Mar 31, 26 | +10.66K | 0.06% |
| WEDBUSH SECURITIES INC | 9.33K | Mar 31, 26 | -- | 0.05% |
| Verus Financial Partners, Inc. | 7.83K | Mar 31, 26 | -1 | 0.04% |
| Hardy Reed LLC | 6.67K | Mar 31, 26 | -- | 0.04% |
| Investment Advisory Group, LLC | 6.48K | Mar 31, 26 | +243 | 0.04% |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.70K | Mar 31, 26 | +70 | 0.03% |
| WHITTIER TRUST CO | 5.66K | Mar 31, 26 | -- | 0.03% |
| Pensionmark Financial Group, LLC | 5.26K | Mar 31, 26 | -72 | 0.03% |
| WESBANCO BANK INC | 5.00K | Mar 31, 26 | -- | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.91K | Mar 31, 26 | -- | 0.03% |
| PARK AVENUE SECURITIES LLC | 4.83K | Mar 31, 26 | +4.83K | 0.03% |
| JOHNSON INVESTMENT COUNSEL INC | 4.80K | Mar 31, 26 | -3.31K | 0.03% |
| Compass Financial Group, INC/SD | 4.67K | Mar 31, 26 | -- | 0.03% |
| Centennial Bank/AR/ | 4.66K | Mar 31, 26 | -- | 0.03% |
| Cresset Asset Management, LLC | 4.16K | Mar 31, 26 | +136 | 0.02% |
| First Financial Bank - Trust Division | 3.74K | Mar 31, 26 | -45 | 0.02% |
| PVG ASSET MANAGEMENT CORP | 3.69K | Mar 31, 26 | +2.46K | 0.02% |
| MAI Capital Management | 3.32K | Mar 31, 26 | +2 | 0.02% |
| Sequoia Financial Advisors, LLC | 3.32K | Mar 31, 26 | +2 | 0.02% |
| DAVIDSON INVESTMENT ADVISORS | 3.25K | Mar 31, 26 | -2.04K | 0.02% |
| US BANCORP \DE\ | 2.68K | Mar 31, 26 | -- | 0.01% |
| Fairscale Capital, LLC | 2.68K | Mar 31, 26 | -- | 0.01% |
| CNB Bank | 2.64K | Mar 31, 26 | -- | 0.01% |
| Principal Street Partners, LLC | 2.62K | Mar 31, 26 | -- | 0.01% |
| Keystone Financial Group | 2.62K | Mar 31, 26 | -- | 0.01% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 2.50K | Mar 31, 26 | +42 | 0.01% |
| Resources Investment Advisors, LLC. | 2.26K | Mar 31, 26 | -67 | 0.01% |
| Sovereign Investment Advisors, LLC | 2.23K | Mar 31, 26 | +76 | 0.01% |
| Gross & Hartman Investments LLC | 1.98K | Mar 31, 26 | -- | 0.01% |
| TRUIST FINANCIAL CORP | 1.94K | Mar 31, 26 | +1.94K | 0.01% |
| Paulson Wealth Management Inc. | 1.90K | Mar 31, 26 | -- | 0.01% |
| Capital Planning Advisors, LLC | 1.89K | Mar 31, 26 | -- | 0.01% |
| Avestar Capital, LLC | 1.83K | Mar 31, 26 | +1.83K | 0.01% |
| Janney Montgomery Scott LLC | 1.72K | Mar 31, 26 | -- | 0.01% |
| MARSHALL WACE, LLP | 1.68K | Mar 31, 26 | +1.68K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.63K | Mar 31, 26 | +114 | 0.01% |
| Jacobi Capital Management LLC | 1.32K | Mar 31, 26 | -- | 0.01% |
| BOK Financial Private Wealth, Inc. | 1.28K | Mar 31, 26 | -358 | 0.01% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.28K | Mar 31, 26 | +10 | 0.01% |
| SHEETS SMITH WEALTH MANAGEMENT | 1.26K | Mar 31, 26 | -1 | 0.01% |
| BRIGHTON JONES LLC | 1.20K | Mar 31, 26 | +1.20K | 0.01% |
| SYKON CAPITAL LLC | 1.19K | Mar 31, 26 | -40 | 0.01% |
| NBT BANK N A /NY | 1.17K | Mar 31, 26 | +868 | 0.01% |
| Radnor Capital Management, LLC | 1.10K | Mar 31, 26 | -- | 0.01% |
| Atomi Financial Group, Inc. | 1.07K | Mar 31, 26 | -- | 0.01% |
| Firestone Capital Management | 1.00K | Mar 31, 26 | -- | 0.01% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 957 | Mar 31, 26 | +204 | 0.01% |
| AA Financial Advisors, LLC | 904 | Mar 31, 26 | -103 | 0.00% |
| Allworth Financial LP | 776 | Mar 31, 26 | +2 | 0.00% |
| Ariadne Wealth Management, LP | 696 | Mar 31, 26 | +2 | 0.00% |
| VANGUARD ADVISERS INC | 630 | Mar 31, 26 | +630 | 0.00% |
| Tacita Capital Inc | 625 | Mar 31, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 618 | Mar 31, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 586 | Mar 31, 26 | +2 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 516 | Mar 31, 26 | +1 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 500 | Mar 31, 26 | -100 | 0.00% |
| Sage Mountain Advisors LLC | 420 | Mar 31, 26 | -- | 0.00% |
| HOWE & RUSLING INC | 334 | Mar 31, 26 | -21 | 0.00% |
| Russell Investments Group, Ltd. | 253 | Mar 31, 26 | -8 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 227 | Mar 31, 26 | +187 | 0.00% |
| GoalVest Advisory LLC | 197 | Mar 31, 26 | -43 | 0.00% |
| Qube Research & Technologies Ltd | 182 | Mar 31, 26 | -63 | 0.00% |
| SBI Securities Co., Ltd. | 154 | Mar 31, 26 | -3 | 0.00% |
| Main Street Group, LTD | 150 | Mar 31, 26 | +150 | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 80 | Mar 31, 26 | -- | 0.00% |
| BlackRock, Inc. | 75 | Mar 31, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 73 | Mar 31, 26 | +9 | 0.00% |
| AE Wealth Management LLC | 37 | Mar 31, 26 | +7 | 0.00% |
| ASSETMARK, INC | 32 | Mar 31, 26 | -10 | 0.00% |
| PITTENGER & ANDERSON INC | 31 | Mar 31, 26 | +31 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 21 | Mar 31, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 13 | Mar 31, 26 | -4.99K | 0.00% |
| WealthShield Partners, LLC | 10 | Mar 31, 26 | -- | 0.00% |
| Olistico Wealth, LLC | 6 | Mar 31, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Mar 31, 26 | -11.31K | -- |
| NorthCrest Asset Manangement, LLC | -- | Mar 31, 26 | -6.35K | -- |
| EVOKE WEALTH, LLC | -- | Mar 31, 26 | -7.61K | -- |
| Fiduciary Wealth Partners, LLC | -- | Mar 31, 26 | -1.49K | -- |
| FRANKLIN RESOURCES INC | -- | Mar 31, 26 | -246 | -- |
| Pallas Capital Advisors LLC | -- | Mar 31, 26 | -15.05K | -- |
| HRT FINANCIAL LP | -- | Mar 31, 26 | -5.12K | -- |
| NCP Inc. | -- | Mar 31, 26 | -67 | -- |
| FLOW TRADERS U.S. LLC | -- | Mar 31, 26 | -19.09K | -- |
| Stratos Wealth Advisors, LLC | -- | Mar 31, 26 | -19.04K | -- |
| Bowman & Co S.C. | 1.34K | Dec 31, 25 | +228 | 0.01% |
| COMERICA BANK | 40 | Dec 31, 25 | +40 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -24 | -- |
| Wealthstream Advisors, Inc. | 31.11K | Sep 30, 25 | -1.76K | 0.17% |
| Glenmede Investment Management, LP | 18.08K | Sep 30, 25 | -3.02K | 0.10% |
| PITCAIRN CO | 13.52K | Sep 30, 25 | -9.90K | 0.07% |
| PBMares Wealth Management LLC | 7.39K | Sep 30, 25 | -318 | 0.04% |
| Lokken Investment Group LLC | 2.33K | Sep 30, 25 | +430 | 0.01% |
| Sheets Smith Investment Management | 938 | Sep 30, 25 | -86 | 0.01% |
| SYNOVUS FINANCIAL CORP | 899 | Sep 30, 25 | +2 | 0.00% |
| Family Firm, Inc. | 41.71K | Jun 30, 25 | +1.44K | 0.23% |
| Christopher J. Hasenberg, Inc | 12.89K | Jun 30, 25 | -15.79K | 0.07% |
| AVANTAX ADVISORY SERVICES, INC. | 6.05K | Jun 30, 25 | +144 | 0.03% |
| Atria Wealth Solutions, Inc. | 1.64K | Jun 30, 25 | -69 | 0.01% |
| Centricity Wealth Management, LLC | 287 | Jun 30, 25 | -- | 0.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | -- | Dec 31, 24 | -272 | -- |
| RAYMOND JAMES & ASSOCIATES | 59.96K | Sep 30, 24 | +724 | 0.32% |
| Raymond James Financial Services Advisors, Inc. | 11.78K | Sep 30, 24 | +33 | 0.06% |
| Pegasus Partners Ltd. | 8.76K | Sep 30, 24 | -- | 0.05% |
| Carmichael Hill & Associates, Inc. | 2.65K | Sep 30, 24 | -- | 0.01% |
| RAYMOND JAMES TRUST N.A. | 1.06K | Sep 30, 24 | -- | 0.01% |
| Gratus Capital LLC | 194.59K | Jun 30, 24 | +4.10K | 1.05% |
| Cetera Advisors LLC | 926 | Mar 31, 24 | -18 | 0.01% |
| StrategIQ Financial Group, LLC | 8.93K | Dec 31, 23 | -- | 0.05% |
| WADE G W & INC | 2.48K | Dec 31, 23 | -- | 0.01% |
| COLONY GROUP LLC | 16.23K | Sep 30, 23 | +6 | 0.09% |
| PATHSTONE FAMILY OFFICE, LLC | 4.00K | Sep 30, 23 | +4.00K | 0.02% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 1.63K | Sep 30, 23 | -206 | 0.01% |
| FOSTER DYKEMA CABOT & CO INC/MA | -- | Sep 30, 23 | -1.25K | -- |
| Veritable, L.P. | 4.00K | Jun 30, 23 | +4.00K | 0.02% |
| Wealth CMT | 2.01K | Jun 30, 23 | -5 | 0.01% |
| 55I, LLC | 5.71K | Sep 30, 22 | +5.71K | 0.03% |
| Kore Private Wealth LLC | 4.25K | Sep 30, 22 | -38.67K | 0.02% |
| FourThought Financial, LLC | 234 | Sep 30, 22 | +25 | 0.00% |
| MUFG Americas Holdings Corp | 209 | Sep 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | 12.07K | Jun 30, 22 | +12.07K | 0.07% |
| BREWIN DOLPHIN LTD | 2.62K | Jun 30, 22 | -- | 0.01% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -3.27K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 45.95K | Mar 31, 22 | +45.95K | 0.25% |
| NEXT Financial Group, Inc | 554 | Dec 31, 21 | +140 | 0.00% |
| ARS Wealth Advisors, LLC | 3.69K | Jun 30, 21 | -- | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.87K | Dec 31, 19 | +172 | 0.02% |
| Advisor Group, Inc. | 2.86K | Dec 31, 19 | +1.80K | 0.02% |
| MRA Associates USA LLC | 800 | Sep 30, 19 | -- | 0.00% |
| CATAWBA CAPITAL MANAGEMENT /VA | 3.38K | Jun 30, 18 | -- | 0.02% |
| Commonwealth Equity Services, Inc | 2.08K | Jun 30, 17 | +2.08K | 0.01% |
| MSI Financial Services Inc | 214 | Dec 31, 16 | +16 | 0.00% |
| MUNDER CAPITAL MANAGEMENT | 16.59K | Sep 30, 14 | +5.64K | 0.09% |
| UBS AG | 292 | Sep 30, 14 | -217 | 0.00% |