Vanguard Russell 3000 ETF(VTHR)

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Vanguard Russell 3000 ETF(VTHR)

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$332.48—

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VTHR(VTHR)

VTHR

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 289 Institutional Holders

Holder	Shares	Date	Change	% Held
Apella Capital, LLC	11.07K	Jun 30, 26	+5	0.06%
First Financial Bank - Trust Division	3.74K	Jun 30, 26	--	0.02%
PVG ASSET MANAGEMENT CORP	3.67K	Jun 30, 26	-14	0.02%
Everhart Financial Group, Inc.	3.13K	Jun 30, 26	-18	0.02%
FULTON BANK, N.A.	2.23K	Jun 30, 26	-228	0.01%
Wealthcare Advisory Partners LLC	1.76K	Jun 30, 26	--	0.01%
GoalVest Advisory LLC	180	Jun 30, 26	-17	0.00%
HARBOR INVESTMENT ADVISORY, LLC	41	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	24	Jun 30, 26	--	0.00%
BIRCHBROOK, INC.	--	Jun 30, 26	-20	--
AMERIPRISE FINANCIAL INC	610.69K	Mar 31, 26	+57.87K	3.33%
MORGAN STANLEY	509.96K	Mar 31, 26	+73.84K	2.78%
LINCOLN NATIONAL CORP	462.64K	Mar 31, 26	+4.68K	2.52%
TOMPKINS FINANCIAL CORP	299.46K	Mar 31, 26	+20.20K	1.63%
Colony Group, LLC	231.94K	Mar 31, 26	-5.51K	1.27%
Callan Family Office, LLC	222.63K	Mar 31, 26	-6.18K	1.21%
GOLDMAN SACHS GROUP INC	220.37K	Mar 31, 26	+138.71K	1.20%
Cliffwater LLC	205.50K	Mar 31, 26	--	1.12%
UBS Group AG	195.85K	Mar 31, 26	+149.16K	1.07%
Cerity Partners LLC	100.85K	Mar 31, 26	+7.76K	0.55%
AQR CAPITAL MANAGEMENT LLC	90.30K	Mar 31, 26	-16.29K	0.49%
Fund Evaluation Group, LLC	87.11K	Mar 31, 26	+83	0.48%
RAYMOND JAMES FINANCIAL INC	84.07K	Mar 31, 26	-2.60K	0.46%
LPL Financial LLC	80.59K	Mar 31, 26	-2.47K	0.44%
Diversified Trust Co	80.23K	Mar 31, 26	+17	0.44%
PENNINGTON PARTNERS & CO., LLC	63.76K	Mar 31, 26	+17.87K	0.35%
HighTower Advisors, LLC	58.28K	Mar 31, 26	-7.08K	0.32%
Diversified Portfolios, Inc.	57.18K	Mar 31, 26	+3.65K	0.31%
Gotham Asset Management, LLC	52.92K	Mar 31, 26	+9.41K	0.29%
BANK OF AMERICA CORP /DE/	51.98K	Mar 31, 26	-40.74K	0.28%
NewEdge Advisors, LLC	50.49K	Mar 31, 26	-2.11K	0.28%
AlphaCore Capital LLC	47.80K	Mar 31, 26	+11.01K	0.26%
Mariner, LLC	47.36K	Mar 31, 26	-26.29K	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%
Beacon Pointe Advisors, LLC	35.68K	Mar 31, 26	-2.86K	0.19%
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%
Cetera Investment Advisers	25.45K	Mar 31, 26	+1.02K	0.14%
Kingsview Wealth Management, LLC	25.23K	Mar 31, 26	+25.23K	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%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	23.13K	Mar 31, 26	-5.97K	0.13%
IEQ CAPITAL, LLC	22.91K	Mar 31, 26	--	0.12%
Rockefeller Capital Management L.P.	22.19K	Mar 31, 26	+6.88K	0.12%
GLENMEDE TRUST CO NA	21.10K	Mar 31, 26	--	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	0.11%
ROYAL BANK OF CANADA	19.18K	Mar 31, 26	+9.97K	0.10%
STIFEL FINANCIAL CORP	18.42K	Mar 31, 26	-76	0.10%
Kestra Advisory Services, LLC	17.27K	Mar 31, 26	-3.45K	0.09%
CAPTRUST FINANCIAL ADVISORS	16.13K	Mar 31, 26	+561	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%
COMMONWEALTH EQUITY SERVICES, LLC	14.54K	Mar 31, 26	-753	0.08%
DB Fitzpatrick & Co, Inc	14.49K	Mar 31, 26	+553	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%
Steward Partners Investment Advisory, LLC	13.80K	Mar 31, 26	-356	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%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	11.20K	Mar 31, 26	-49	0.06%
Coastline Trust Co	11.19K	Mar 31, 26	--	0.06%
Apella Capital, LLC	11.06K	Mar 31, 26	+6.72K	0.06%
FSA Investment Group, LLC	10.31K	Mar 31, 26	+4	0.06%
PNC FINANCIAL SERVICES GROUP, INC.	10.05K	Mar 31, 26	--	0.05%
Embree Financial Group	9.65K	Mar 31, 26	+25	0.05%
1900 WEALTH MANAGEMENT LLC	9.51K	Mar 31, 26	+99	0.05%
NBC SECURITIES, INC.	9.44K	Mar 31, 26	--	0.05%
WEDBUSH SECURITIES INC	9.33K	Mar 31, 26	--	0.05%
Waverly Advisors, LLC	8.93K	Mar 31, 26	-3	0.05%
Verus Financial Partners, Inc.	7.83K	Mar 31, 26	-1	0.04%
Hardy Reed LLC	6.67K	Mar 31, 26	--	0.04%
Silver Coast Investments LLC	6.51K	Mar 31, 26	+526	0.04%
Investment Advisory Group, LLC	6.48K	Mar 31, 26	+243	0.04%
Wedmont Private Capital	5.85K	Mar 31, 26	+237	0.03%
EVOLUTION WEALTH MANAGEMENT INC.	5.80K	Mar 31, 26	--	0.03%
FLAGSHIP HARBOR ADVISORS, LLC	5.70K	Mar 31, 26	+70	0.03%
WHITTIER TRUST CO	5.66K	Mar 31, 26	--	0.03%
QRG CAPITAL MANAGEMENT, INC.	5.35K	Mar 31, 26	+4.60K	0.03%
Pensionmark Financial Group, LLC	5.26K	Mar 31, 26	-72	0.03%
ORRSTOWN FINANCIAL SERVICES INC	5.16K	Mar 31, 26	-2.49K	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%
Operose Advisors LLC	4.75K	Mar 31, 26	-131	0.03%
FMR LLC	4.67K	Mar 31, 26	+331	0.03%
Compass Financial Group, INC/SD	4.67K	Mar 31, 26	--	0.03%
Centennial Bank/AR/	4.66K	Mar 31, 26	--	0.03%
Private Wealth Asset Management, LLC	4.40K	Mar 31, 26	--	0.02%
Cresset Asset Management, LLC	4.16K	Mar 31, 26	+136	0.02%
Dakota Wealth Management	4.07K	Mar 31, 26	+178	0.02%
SHELTON CAPITAL MANAGEMENT	3.71K	Mar 31, 26	+3.71K	0.02%
Wealthspire Advisors, LLC	3.42K	Mar 31, 26	-23	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%
Tortoise Investment Management, LLC	3.30K	Mar 31, 26	+3.30K	0.02%
DAVIDSON INVESTMENT ADVISORS	3.25K	Mar 31, 26	-2.04K	0.02%
HOGE FINANCIAL SERVICES, LLC	3.13K	Mar 31, 26	+282	0.02%
Avidian Wealth Solutions, LLC	2.99K	Mar 31, 26	+2.99K	0.02%
Farther Finance Advisors, LLC	2.94K	Mar 31, 26	+198	0.02%
Jacksonville Wealth Management, LLC	2.94K	Mar 31, 26	-56	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%
IFP Advisors, Inc	2.52K	Mar 31, 26	+6	0.01%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	2.50K	Mar 31, 26	+42	0.01%
Forum Financial Management, LP	2.47K	Mar 31, 26	+8	0.01%
COZAD ASSET MANAGEMENT INC	2.36K	Mar 31, 26	--	0.01%
MERCER GLOBAL ADVISORS INC /ADV	2.31K	Mar 31, 26	+674	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	2.29K	Mar 31, 26	+2.19K	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%
Nilsine Partners, LLC	2.14K	Mar 31, 26	+258	0.01%
BRYN MAWR TRUST Co	2.11K	Mar 31, 26	--	0.01%
MYCIO WEALTH PARTNERS, LLC	2.06K	Mar 31, 26	+1.75K	0.01%
ADVISOR GROUP HOLDINGS, INC.	2.00K	Mar 31, 26	-2.77K	0.01%
Grove Street Fiduciary, LLC	1.99K	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%
PARSONS CAPITAL MANAGEMENT INC/RI	1.90K	Mar 31, 26	--	0.01%
Corundum Trust Company, INC	1.89K	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%
Banque Cantonale Vaudoise	1.79K	Mar 31, 26	--	0.01%
Wealthcare Advisory Partners LLC	1.76K	Mar 31, 26	--	0.01%
ARS Wealth Advisors Group, LLC	1.73K	Mar 31, 26	--	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%
PRECEDENT WEALTH PARTNERS, LLC	1.64K	Mar 31, 26	-181	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.63K	Mar 31, 26	+114	0.01%
Arbor Investment Advisors, LLC	1.62K	Mar 31, 26	-34	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	1.62K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	1.60K	Mar 31, 26	+275	0.01%
Baker Avenue Asset Management, LP	1.59K	Mar 31, 26	-27	0.01%
Sunpointe, LLC	1.55K	Mar 31, 26	-118	0.01%
Prospera Financial Services Inc	1.50K	Mar 31, 26	--	0.01%
FIRST NATIONAL BANK OF OMAHA	1.42K	Mar 31, 26	+146	0.01%
Brookstone Capital Management	1.42K	Mar 31, 26	+12	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%
New Republic Capital, LLC	1.24K	Mar 31, 26	+4	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%
Belpointe Asset Management LLC	1.13K	Mar 31, 26	--	0.01%
Radnor Capital Management, LLC	1.10K	Mar 31, 26	--	0.01%
Atomi Financial Group, Inc.	1.07K	Mar 31, 26	--	0.01%
Allspring Global Investments Holdings, LLC	1.00K	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%
Trek Financial, LLC	930	Mar 31, 26	--	0.01%
SONATA CAPITAL GROUP INC	910	Mar 31, 26	--	0.00%
AA Financial Advisors, LLC	904	Mar 31, 26	-103	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	833	Mar 31, 26	-34	0.00%
Gutierrez Wealth Advisory, LLC	789	Mar 31, 26	+789	0.00%
Allworth Financial LP	776	Mar 31, 26	+2	0.00%
BSW Wealth Partners	771	Mar 31, 26	--	0.00%
Rossby Financial, LCC	755	Mar 31, 26	--	0.00%
Betterment LLC	712	Mar 31, 26	+712	0.00%
HB Wealth Management, LLC	711	Mar 31, 26	-65	0.00%
Advyzon Investment Management, LLC	700	Mar 31, 26	+700	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	700	Mar 31, 26	-22.81K	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%
Smithfield Trust Co	341	Mar 31, 26	+1	0.00%
HOWE & RUSLING INC	334	Mar 31, 26	-21	0.00%
BLAIR WILLIAM & CO/IL	325	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	262	Mar 31, 26	+262	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%
Asset Dedication, LLC	208	Mar 31, 26	--	0.00%
CHILTON CAPITAL MANAGEMENT LLC	203	Mar 31, 26	--	0.00%
GoalVest Advisory LLC	197	Mar 31, 26	-43	0.00%
Qube Research & Technologies Ltd	182	Mar 31, 26	-63	0.00%
Activest Wealth Management	155	Mar 31, 26	--	0.00%
SBI Securities Co., Ltd.	154	Mar 31, 26	-3	0.00%
Main Street Group, LTD	150	Mar 31, 26	+150	0.00%
BANK OF MONTREAL /CAN/	148	Mar 31, 26	+12	0.00%
ARMSTRONG ADVISORY GROUP, INC	142	Mar 31, 26	+142	0.00%
Aptus Capital Advisors, LLC	135	Mar 31, 26	--	0.00%
QUADRANT CAPITAL GROUP LLC	133	Mar 31, 26	+2	0.00%
SIGNATUREFD, LLC	123	Mar 31, 26	+1	0.00%
Topsail Wealth Management, LLC	101	Mar 31, 26	--	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%
Founders Financial Alliance, LLC	69	Mar 31, 26	+69	0.00%
Graney & King, LLC	63	Mar 31, 26	--	0.00%
JDM Financial Group LLC	59	Mar 31, 26	--	0.00%
City State Bank	50	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	40	Mar 31, 26	+40	0.00%
AE Wealth Management LLC	37	Mar 31, 26	+7	0.00%
CENTRAL TRUST Co	32	Mar 31, 26	--	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%
Bay Harbor Wealth Management, LLC	16	Mar 31, 26	--	0.00%
Gould Capital, LLC	13	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%
Geneos Wealth Management Inc.	6	Mar 31, 26	--	0.00%
Olistico Wealth, LLC	6	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	5	Mar 31, 26	+5	0.00%
EverSource Wealth Advisors, LLC	2	Mar 31, 26	+1	0.00%
NCP Inc.	--	Mar 31, 26	-67	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-11.31K	--
HRT FINANCIAL LP	--	Mar 31, 26	-5.12K	--
NorthCrest Asset Manangement, LLC	--	Mar 31, 26	-6.35K	--
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	--	Mar 31, 26	-694	--
SILVERCREST ASSET MANAGEMENT GROUP LLC	--	Mar 31, 26	-4.06K	--
Fiduciary Wealth Partners, LLC	--	Mar 31, 26	-1.49K	--
Abel Hall, LLC	--	Mar 31, 26	-669	--
EVOKE WEALTH, LLC	--	Mar 31, 26	-7.61K	--
Arkadios Wealth Advisors	--	Mar 31, 26	-2.03K	--
FRANKLIN RESOURCES INC	--	Mar 31, 26	-246	--
Stratos Wealth Advisors, LLC	--	Mar 31, 26	-19.04K	--
Pallas Capital Advisors LLC	--	Mar 31, 26	-15.05K	--
FLOW TRADERS U.S. LLC	--	Mar 31, 26	-19.09K	--
Tolleson Wealth Management, Inc.	16.22K	Dec 31, 25	-480	0.09%
Bowman & Co S.C.	1.34K	Dec 31, 25	+228	0.01%
Global Retirement Partners, LLC	290	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	128	Dec 31, 25	+128	0.00%
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	0.33%
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	1.06%
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%

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Holder

Date

Change

% Held

Apella Capital, LLC

11.07K

Jun 30, 26

0.06%

First Financial Bank - Trust Division

3.74K

Jun 30, 26

0.02%

PVG ASSET MANAGEMENT CORP

3.67K

Jun 30, 26

-14

0.02%

Everhart Financial Group, Inc.

3.13K

Jun 30, 26

-18

0.02%

FULTON BANK, N.A.

2.23K

Jun 30, 26

-228

0.01%

Wealthcare Advisory Partners LLC

1.76K

Jun 30, 26

0.01%

GoalVest Advisory LLC

180

Jun 30, 26

-17

0.00%

HARBOR INVESTMENT ADVISORY, LLC

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

BIRCHBROOK, INC.

Jun 30, 26

-20

AMERIPRISE FINANCIAL INC

610.69K

Mar 31, 26

+57.87K

3.33%

MORGAN STANLEY

509.96K

Mar 31, 26

+73.84K

2.78%

LINCOLN NATIONAL CORP

462.64K

Mar 31, 26

+4.68K

2.52%

TOMPKINS FINANCIAL CORP

299.46K

Mar 31, 26

+20.20K

1.63%

Colony Group, LLC

231.94K

Mar 31, 26

-5.51K

1.27%

Callan Family Office, LLC

222.63K

Mar 31, 26

-6.18K

1.21%

GOLDMAN SACHS GROUP INC

220.37K

Mar 31, 26

+138.71K

1.20%

Cliffwater LLC

205.50K

Mar 31, 26

1.12%

UBS Group AG

195.85K

Mar 31, 26

+149.16K

1.07%

Cerity Partners LLC

100.85K

Mar 31, 26

+7.76K

0.55%

AQR CAPITAL MANAGEMENT LLC

90.30K

Mar 31, 26

-16.29K

0.49%

Fund Evaluation Group, LLC

87.11K

Mar 31, 26

+83

0.48%

RAYMOND JAMES FINANCIAL INC

84.07K

Mar 31, 26

-2.60K

0.46%

LPL Financial LLC

80.59K

Mar 31, 26

-2.47K

0.44%

Diversified Trust Co

80.23K

Mar 31, 26

+17

0.44%

PENNINGTON PARTNERS & CO., LLC

63.76K

Mar 31, 26

+17.87K

0.35%

HighTower Advisors, LLC

58.28K

Mar 31, 26

-7.08K

0.32%

Diversified Portfolios, Inc.

57.18K

Mar 31, 26

+3.65K

0.31%

Gotham Asset Management, LLC

52.92K

Mar 31, 26

+9.41K

0.29%

BANK OF AMERICA CORP /DE/

51.98K

Mar 31, 26

-40.74K

0.28%

NewEdge Advisors, LLC

50.49K

Mar 31, 26

-2.11K

0.28%

AlphaCore Capital LLC

47.80K

Mar 31, 26

+11.01K

0.26%

Mariner, LLC

47.36K

Mar 31, 26

-26.29K

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%

Beacon Pointe Advisors, LLC

35.68K

Mar 31, 26

-2.86K

0.19%

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%

Cetera Investment Advisers

25.45K

Mar 31, 26

+1.02K

0.14%

Kingsview Wealth Management, LLC

25.23K

Mar 31, 26

+25.23K

0.14%

Pathstone Holdings, LLC

24.51K

Mar 31, 26

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%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

23.13K

Mar 31, 26

-5.97K

0.13%

IEQ CAPITAL, LLC

22.91K

Mar 31, 26

0.12%

Rockefeller Capital Management L.P.

22.19K

Mar 31, 26

+6.88K

0.12%

GLENMEDE TRUST CO NA

21.10K

Mar 31, 26

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

0.11%

ROYAL BANK OF CANADA

19.18K

Mar 31, 26

+9.97K

0.10%

STIFEL FINANCIAL CORP

18.42K

Mar 31, 26

-76

0.10%

Kestra Advisory Services, LLC

17.27K

Mar 31, 26

-3.45K

0.09%

CAPTRUST FINANCIAL ADVISORS

16.13K

Mar 31, 26

+561

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%

COMMONWEALTH EQUITY SERVICES, LLC

14.54K

Mar 31, 26

-753

0.08%

DB Fitzpatrick & Co, Inc

14.49K

Mar 31, 26

+553

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%

Steward Partners Investment Advisory, LLC

13.80K

Mar 31, 26

-356

0.08%

Tennessee Valley Asset Management Partners

12.78K

Mar 31, 26

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%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

11.20K

Mar 31, 26

-49

0.06%

Coastline Trust Co

11.19K

Mar 31, 26

0.06%

Apella Capital, LLC

11.06K

Mar 31, 26

+6.72K

0.06%

FSA Investment Group, LLC

10.31K

Mar 31, 26

0.06%

PNC FINANCIAL SERVICES GROUP, INC.

10.05K

Mar 31, 26

0.05%

Embree Financial Group

9.65K

Mar 31, 26

+25

0.05%

1900 WEALTH MANAGEMENT LLC

9.51K

Mar 31, 26

+99

0.05%

NBC SECURITIES, INC.

9.44K

Mar 31, 26

0.05%

WEDBUSH SECURITIES INC

9.33K

Mar 31, 26

0.05%

Waverly Advisors, LLC

8.93K

Mar 31, 26

-3

0.05%

Verus Financial Partners, Inc.

7.83K

Mar 31, 26

-1

0.04%

Hardy Reed LLC

6.67K

Mar 31, 26

0.04%

Silver Coast Investments LLC

6.51K

Mar 31, 26

+526

0.04%

Investment Advisory Group, LLC

6.48K

Mar 31, 26

+243

0.04%

Wedmont Private Capital

5.85K

Mar 31, 26

+237

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

5.80K

Mar 31, 26

0.03%

FLAGSHIP HARBOR ADVISORS, LLC

5.70K

Mar 31, 26

+70

0.03%

WHITTIER TRUST CO

5.66K

Mar 31, 26

0.03%

QRG CAPITAL MANAGEMENT, INC.

5.35K

Mar 31, 26

+4.60K

0.03%

Pensionmark Financial Group, LLC

5.26K

Mar 31, 26

-72

0.03%

ORRSTOWN FINANCIAL SERVICES INC

5.16K

Mar 31, 26

-2.49K

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%

Operose Advisors LLC

4.75K

Mar 31, 26

-131

0.03%

FMR LLC

4.67K

Mar 31, 26

+331

0.03%

Compass Financial Group, INC/SD

4.67K

Mar 31, 26

0.03%

Centennial Bank/AR/

4.66K

Mar 31, 26

0.03%

Private Wealth Asset Management, LLC

4.40K

Mar 31, 26

0.02%

Cresset Asset Management, LLC

4.16K

Mar 31, 26

+136

0.02%

Dakota Wealth Management

4.07K

Mar 31, 26

+178

0.02%

SHELTON CAPITAL MANAGEMENT

3.71K

Mar 31, 26

+3.71K

0.02%

Wealthspire Advisors, LLC

3.42K

Mar 31, 26

-23

0.02%

MAI Capital Management

3.32K

Mar 31, 26

0.02%

Sequoia Financial Advisors, LLC

3.32K

Mar 31, 26

0.02%

Tortoise Investment Management, LLC

3.30K

Mar 31, 26

+3.30K

0.02%

DAVIDSON INVESTMENT ADVISORS

3.25K

Mar 31, 26

-2.04K

0.02%

HOGE FINANCIAL SERVICES, LLC

3.13K

Mar 31, 26

+282

0.02%

Avidian Wealth Solutions, LLC

2.99K

Mar 31, 26

+2.99K

0.02%

Farther Finance Advisors, LLC

2.94K

Mar 31, 26

+198

0.02%

Jacksonville Wealth Management, LLC

2.94K

Mar 31, 26

-56

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%

IFP Advisors, Inc

2.52K

Mar 31, 26

0.01%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

2.50K

Mar 31, 26

+42

0.01%

Forum Financial Management, LP

2.47K

Mar 31, 26

0.01%

COZAD ASSET MANAGEMENT INC

2.36K

Mar 31, 26

0.01%

MERCER GLOBAL ADVISORS INC /ADV

2.31K

Mar 31, 26

+674

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

2.29K

Mar 31, 26

+2.19K

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%

Nilsine Partners, LLC

2.14K

Mar 31, 26

+258

0.01%

BRYN MAWR TRUST Co

2.11K

Mar 31, 26

0.01%

MYCIO WEALTH PARTNERS, LLC

2.06K

Mar 31, 26

+1.75K

0.01%

ADVISOR GROUP HOLDINGS, INC.

2.00K

Mar 31, 26

-2.77K

0.01%

Grove Street Fiduciary, LLC

1.99K

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%

PARSONS CAPITAL MANAGEMENT INC/RI

1.90K

Mar 31, 26

0.01%

Corundum Trust Company, INC

1.89K

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%

Banque Cantonale Vaudoise

1.79K

Mar 31, 26

0.01%

Wealthcare Advisory Partners LLC

1.76K

Mar 31, 26

0.01%

ARS Wealth Advisors Group, LLC

1.73K

Mar 31, 26

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%

PRECEDENT WEALTH PARTNERS, LLC

1.64K

Mar 31, 26

-181

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.63K

Mar 31, 26

+114

0.01%

Arbor Investment Advisors, LLC

1.62K

Mar 31, 26

-34

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

1.62K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

1.60K

Mar 31, 26

+275

0.01%

Baker Avenue Asset Management, LP

1.59K

Mar 31, 26

-27

0.01%

Sunpointe, LLC

1.55K

Mar 31, 26

-118

0.01%

Prospera Financial Services Inc

1.50K

Mar 31, 26

0.01%

FIRST NATIONAL BANK OF OMAHA

1.42K

Mar 31, 26

+146

0.01%

Brookstone Capital Management

1.42K

Mar 31, 26

+12

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%

New Republic Capital, LLC

1.24K

Mar 31, 26

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%

Belpointe Asset Management LLC

1.13K

Mar 31, 26

0.01%

Radnor Capital Management, LLC

1.10K

Mar 31, 26

0.01%

Atomi Financial Group, Inc.

1.07K

Mar 31, 26

0.01%

Allspring Global Investments Holdings, LLC

1.00K

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%

Trek Financial, LLC

930

Mar 31, 26

0.01%

SONATA CAPITAL GROUP INC

910

Mar 31, 26

0.00%

AA Financial Advisors, LLC

904

Mar 31, 26

-103

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

833

Mar 31, 26

-34

0.00%

Gutierrez Wealth Advisory, LLC

789

Mar 31, 26

+789

0.00%

Allworth Financial LP

776

Mar 31, 26

0.00%

BSW Wealth Partners

771

Mar 31, 26

0.00%

Rossby Financial, LCC

755

Mar 31, 26

0.00%

Betterment LLC

712

Mar 31, 26

+712

0.00%

HB Wealth Management, LLC

711

Mar 31, 26

-65

0.00%

Advyzon Investment Management, LLC

700

Mar 31, 26

+700

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

700

Mar 31, 26

-22.81K

0.00%

Ariadne Wealth Management, LP

696

Mar 31, 26

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

0.00%

JONES FINANCIAL COMPANIES LLLP

516

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

500

Mar 31, 26

-100

0.00%

Sage Mountain Advisors LLC

420

Mar 31, 26

0.00%

Smithfield Trust Co

341

Mar 31, 26

0.00%

HOWE & RUSLING INC

334

Mar 31, 26

-21

0.00%

BLAIR WILLIAM & CO/IL

325

Mar 31, 26

0.00%

Western Wealth Management, LLC

262

Mar 31, 26

+262

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%

Asset Dedication, LLC

208

Mar 31, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

203

Mar 31, 26

0.00%

GoalVest Advisory LLC

197

Mar 31, 26

-43

0.00%

Qube Research & Technologies Ltd

182

Mar 31, 26

-63

0.00%

Activest Wealth Management

155

Mar 31, 26

0.00%

SBI Securities Co., Ltd.

154

Mar 31, 26

-3

0.00%

Main Street Group, LTD

150

Mar 31, 26

+150

0.00%

BANK OF MONTREAL /CAN/

148

Mar 31, 26

+12

0.00%

ARMSTRONG ADVISORY GROUP, INC

142

Mar 31, 26

+142

0.00%

Aptus Capital Advisors, LLC

135

Mar 31, 26

0.00%

QUADRANT CAPITAL GROUP LLC

133

Mar 31, 26

0.00%

SIGNATUREFD, LLC

123

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

101

Mar 31, 26

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

Mar 31, 26

0.00%

BlackRock, Inc.

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

0.00%

Founders Financial Alliance, LLC

Mar 31, 26

+69

0.00%

Graney & King, LLC

Mar 31, 26

0.00%

JDM Financial Group LLC

Mar 31, 26

0.00%

City State Bank

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+40

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

CENTRAL TRUST Co

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-10

0.00%

PITTENGER & ANDERSON INC

Mar 31, 26

+31

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

0.00%

Bay Harbor Wealth Management, LLC

Mar 31, 26

0.00%

Gould Capital, LLC

Mar 31, 26

0.00%

Tower Research Capital LLC (TRC)

Mar 31, 26

-4.99K

0.00%

WealthShield Partners, LLC

Mar 31, 26

0.00%

Geneos Wealth Management Inc.

Mar 31, 26

0.00%

Olistico Wealth, LLC

Mar 31, 26

0.00%

Advisory Services Network, LLC

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

NCP Inc.

Mar 31, 26

-67

CITADEL ADVISORS LLC

Mar 31, 26

-11.31K

HRT FINANCIAL LP

Mar 31, 26

-5.12K

NorthCrest Asset Manangement, LLC

Mar 31, 26

-6.35K

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

Mar 31, 26

-694

SILVERCREST ASSET MANAGEMENT GROUP LLC

Mar 31, 26

-4.06K

Fiduciary Wealth Partners, LLC

Mar 31, 26

-1.49K

Abel Hall, LLC

Mar 31, 26

-669

EVOKE WEALTH, LLC

Mar 31, 26

-7.61K

Arkadios Wealth Advisors

Mar 31, 26

-2.03K

FRANKLIN RESOURCES INC

Mar 31, 26

-246

Stratos Wealth Advisors, LLC

Mar 31, 26

-19.04K

Pallas Capital Advisors LLC

Mar 31, 26

-15.05K

FLOW TRADERS U.S. LLC

Mar 31, 26

-19.09K

Tolleson Wealth Management, Inc.

16.22K

Dec 31, 25

-480

0.09%

Bowman & Co S.C.

1.34K

Dec 31, 25

+228

0.01%

Global Retirement Partners, LLC

290

Dec 31, 25

0.00%

SageView Advisory Group, LLC

128

Dec 31, 25

+128

0.00%

COMERICA BANK

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

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

0.33%

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

1.06%

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

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%