VTWG(VTWG)
VTWG
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 308.50K | Jun 30, 26 | +3.13K | 4.60% |
| MORGAN STANLEY | 257.41K | Jun 30, 26 | +34.35K | 3.84% |
| Pathstone Holdings, LLC | 172.94K | Jun 30, 26 | +4.36K | 2.58% |
| ASSETMARK, INC | 113.05K | Jun 30, 26 | -1.75K | 1.69% |
| ADVISOR GROUP HOLDINGS, INC. | 101.07K | Jun 30, 26 | +2.02K | 1.51% |
| TFC Financial Management, Inc. | 87.14K | Jun 30, 26 | +4.76K | 1.30% |
| LPL Financial LLC | 78.87K | Jun 30, 26 | +16.16K | 1.18% |
| WELLS FARGO & COMPANY/MN | 75.66K | Jun 30, 26 | +2.23K | 1.13% |
| AMERIPRISE FINANCIAL INC | 75.18K | Jun 30, 26 | -286 | 1.12% |
| Systelligence, LLC | 67.92K | Jun 30, 26 | -6.09K | 1.01% |
| QUEST INVESTMENT MANAGEMENT LLC | 66.96K | Jun 30, 26 | -- | 1.00% |
| AMG National Trust Bank | 54.28K | Jun 30, 26 | +20.59K | 0.81% |
| Sound Income Strategies, LLC | 54.22K | Jun 30, 26 | +7.64K | 0.81% |
| UBS Group AG | 49.39K | Jun 30, 26 | -2.47K | 0.74% |
| Equitable Holdings, Inc. | 49.29K | Jun 30, 26 | -2.99K | 0.74% |
| ENVESTNET ASSET MANAGEMENT INC | 42.22K | Jun 30, 26 | -1.64K | 0.63% |
| WestHill Financial Advisors, Inc. | 41.50K | Jun 30, 26 | -198 | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 39.62K | Jun 30, 26 | -622 | 0.59% |
| Rockefeller Capital Management L.P. | 39.37K | Jun 30, 26 | -1.44K | 0.59% |
| Cetera Investment Advisers | 37.17K | Jun 30, 26 | -913 | 0.55% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 34.00K | Jun 30, 26 | +276 | 0.51% |
| Institute for Wealth Management, LLC. | 32.63K | Jun 30, 26 | -1.02K | 0.49% |
| LJI Wealth Management, LLC | 31.52K | Jun 30, 26 | -2.22K | 0.47% |
| STIFEL FINANCIAL CORP | 29.20K | Jun 30, 26 | +7.71K | 0.44% |
| Nvest Financial, LLC | 27.10K | Jun 30, 26 | +2.26K | 0.40% |
| Centric Wealth Management | 24.28K | Jun 30, 26 | +7.13K | 0.36% |
| WESTWOOD HOLDINGS GROUP INC | 23.92K | Jun 30, 26 | -3.42K | 0.36% |
| FIFTH THIRD SECURITIES, INC. | 23.57K | Jun 30, 26 | -1.44K | 0.35% |
| ROYAL BANK OF CANADA | 22.66K | Jun 30, 26 | -6.01K | 0.34% |
| RIVERSEDGE ADVISORS, LLC | 21.78K | Jun 30, 26 | -453 | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.51K | Jun 30, 26 | -10.03K | 0.32% |
| HighTower Advisors, LLC | 20.68K | Jun 30, 26 | -3.84K | 0.31% |
| Kestra Advisory Services, LLC | 20.08K | Jun 30, 26 | -14.47K | 0.30% |
| Savant Capital, LLC | 19.79K | Jun 30, 26 | +9.86K | 0.30% |
| TD Waterhouse Canada Inc. | 19.20K | Jun 30, 26 | -466 | 0.29% |
| Virtue Capital Management, LLC | 18.83K | Jun 30, 26 | +1.47K | 0.28% |
| Vestmark Advisory Solutions, Inc. | 18.06K | Jun 30, 26 | +18.06K | 0.27% |
| GOLDMAN SACHS GROUP INC | 17.65K | Jun 30, 26 | +8.45K | 0.26% |
| Adviser Investments LLC | 17.63K | Jun 30, 26 | +550 | 0.26% |
| JPMORGAN CHASE & CO | 17.54K | Jun 30, 26 | +7.10K | 0.26% |
| Allegheny Financial Group LTD | 16.44K | Jun 30, 26 | -366 | 0.25% |
| IVC Wealth Advisors LLC | 16.31K | Jun 30, 26 | -280 | 0.24% |
| COMMERCE BANK | 16.18K | Jun 30, 26 | +1.77K | 0.24% |
| Creative Planning | 13.52K | Jun 30, 26 | -168 | 0.20% |
| Vermillion Wealth Management, Inc. | 13.50K | Jun 30, 26 | +772 | 0.20% |
| FIDUCIENT ADVISORS LLC | 12.91K | Jun 30, 26 | +12.91K | 0.19% |
| National Philanthropic Trust | 12.15K | Jun 30, 26 | +236 | 0.18% |
| CITADEL ADVISORS LLC | 11.84K | Jun 30, 26 | +11.84K | 0.18% |
| Grey Fox Wealth Advisors, LLC | 11.82K | Jun 30, 26 | +706 | 0.18% |
| Summit Financial, LLC | 11.50K | Jun 30, 26 | -28 | 0.17% |
| AQR CAPITAL MANAGEMENT LLC | 11.10K | Jun 30, 26 | +1.32K | 0.17% |
| Concurrent Investment Advisors, LLC | 10.72K | Jun 30, 26 | -141 | 0.16% |
| FIFTH THIRD BANCORP | 10.46K | Jun 30, 26 | +12 | 0.16% |
| Bragg Financial Advisors, Inc | 10.45K | Jun 30, 26 | +237 | 0.16% |
| Clearstead Advisors, LLC | 9.61K | Jun 30, 26 | +1 | 0.14% |
| NYL Investors LLC | 9.48K | Jun 30, 26 | -- | 0.14% |
| D.A. DAVIDSON & CO. | 9.38K | Jun 30, 26 | -- | 0.14% |
| OPPENHEIMER & CO INC | 9.28K | Jun 30, 26 | +1.16K | 0.14% |
| IEQ CAPITAL, LLC | 9.22K | Jun 30, 26 | -2.45K | 0.14% |
| TRUIST FINANCIAL CORP | 9.11K | Jun 30, 26 | +48 | 0.14% |
| GREAT VALLEY ADVISOR GROUP, INC. | 8.82K | Jun 30, 26 | -35 | 0.13% |
| MML INVESTORS SERVICES, LLC | 7.78K | Jun 30, 26 | +435 | 0.12% |
| LBJ Family Wealth Advisors, Ltd. | 7.24K | Jun 30, 26 | +30 | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.56K | Jun 30, 26 | -140 | 0.10% |
| Keystone Global Partners, LLC | 6.54K | Jun 30, 26 | -1.37K | 0.10% |
| GTS SECURITIES LLC | 6.36K | Jun 30, 26 | -6.92K | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 6.34K | Jun 30, 26 | +130 | 0.09% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 5.98K | Jun 30, 26 | -29 | 0.09% |
| BROWN ADVISORY INC | 5.46K | Jun 30, 26 | -- | 0.08% |
| Mariner, LLC | 5.38K | Jun 30, 26 | +358 | 0.08% |
| Prosperity Consulting Group, LLC | 5.36K | Jun 30, 26 | -66 | 0.08% |
| Stratos Wealth Partners, LTD. | 5.22K | Jun 30, 26 | -9 | 0.08% |
| FourThought Financial Partners, LLC | 4.73K | Jun 30, 26 | -74 | 0.07% |
| NICOLET BANKSHARES INC | 4.59K | Jun 30, 26 | -201 | 0.07% |
| TD PRIVATE CLIENT WEALTH LLC | 4.34K | Jun 30, 26 | +1.02K | 0.06% |
| VANCE WEALTH, INC. | 4.16K | Jun 30, 26 | -52 | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 4.13K | Jun 30, 26 | +710 | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.99K | Jun 30, 26 | -144 | 0.06% |
| Janney Montgomery Scott LLC | 3.75K | Jun 30, 26 | -247 | 0.06% |
| NewEdge Advisors, LLC | 3.65K | Jun 30, 26 | -155 | 0.05% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.45K | Jun 30, 26 | +1 | 0.05% |
| 1900 WEALTH MANAGEMENT LLC | 3.43K | Jun 30, 26 | +26 | 0.05% |
| FIRST NATIONAL BANK OF OMAHA | 3.36K | Jun 30, 26 | -468 | 0.05% |
| Private Advisor Group, LLC | 3.17K | Jun 30, 26 | -68.23K | 0.05% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3.07K | Jun 30, 26 | -410 | 0.05% |
| Gotham Asset Management, LLC | 3.00K | Jun 30, 26 | -- | 0.04% |
| Chicago Partners Investment Group LLC | 3.00K | Jun 30, 26 | +4 | 0.04% |
| Financial Engines Advisors L.L.C. | 2.99K | Jun 30, 26 | -331 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.93K | Jun 30, 26 | +482 | 0.04% |
| RMB Capital Management, LLC | 2.92K | Jun 30, 26 | -- | 0.04% |
| Belvedere Trading LLC | 2.89K | Jun 30, 26 | +2.89K | 0.04% |
| Michels Family Financial, LLC | 2.73K | Jun 30, 26 | -28 | 0.04% |
| Elm3 Financial Group, LLC | 2.70K | Jun 30, 26 | -536 | 0.04% |
| Quantinno Capital Management LP | 2.69K | Jun 30, 26 | +805 | 0.04% |
| Tower Research Capital LLC (TRC) | 2.60K | Jun 30, 26 | -2.50K | 0.04% |
| Arkadios Wealth Advisors | 2.51K | Jun 30, 26 | +1 | 0.04% |
| Cornerstone Wealth Management, LLC | 2.37K | Jun 30, 26 | +21 | 0.04% |
| Global Retirement Partners, LLC | 2.32K | Jun 30, 26 | +2.32K | 0.03% |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 2.17K | Jun 30, 26 | +3 | 0.03% |
| FLOW TRADERS U.S. LLC | 2.13K | Jun 30, 26 | +2.13K | 0.03% |
| Avantax Planning Partners, Inc. | 2.13K | Jun 30, 26 | -3 | 0.03% |
| Gladstone Institutional Advisory LLC | 2.11K | Jun 30, 26 | -1.40K | 0.03% |
| Modera Wealth Management, LLC | 2.03K | Jun 30, 26 | +3 | 0.03% |
| MATHER GROUP, LLC. | 2.03K | Jun 30, 26 | -834 | 0.03% |
| Kelsey Financial, LLC | 2.02K | Jun 30, 26 | -207 | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.85K | Jun 30, 26 | -- | 0.03% |
| FF Advisors,LLC | 1.81K | Jun 30, 26 | -- | 0.03% |
| Farther Finance Advisors, LLC | 1.77K | Jun 30, 26 | +9 | 0.03% |
| Colony Group, LLC | 1.77K | Jun 30, 26 | -723 | 0.03% |
| WealthShield Partners, LLC | 1.77K | Jun 30, 26 | -75 | 0.03% |
| Kuhn & Co Investment Counsel | 1.69K | Jun 30, 26 | -- | 0.03% |
| PROFESSIONAL ADVISORY SERVICES INC | 1.68K | Jun 30, 26 | -- | 0.02% |
| CULLINAN ASSOCIATES INC | 1.66K | Jun 30, 26 | +256 | 0.02% |
| Kovack Advisors, Inc. | 1.65K | Jun 30, 26 | -- | 0.02% |
| FORTRESS PRIVATE LEDGER, LLC | 1.65K | Jun 30, 26 | -17 | 0.02% |
| XCELSIOR ADVISOR PARTNERS LLC | 1.65K | Jun 30, 26 | -- | 0.02% |
| High Net Worth Advisory Group LLC | 1.63K | Jun 30, 26 | +376 | 0.02% |
| HRT FINANCIAL LP | 1.60K | Jun 30, 26 | +1.60K | 0.02% |
| PINNACLE ASSOCIATES LTD | 1.56K | Jun 30, 26 | -- | 0.02% |
| Embree Financial Group | 1.54K | Jun 30, 26 | -- | 0.02% |
| AdvisorNet Financial, Inc | 1.53K | Jun 30, 26 | -11 | 0.02% |
| CUSTOM INDEX SYSTEMS, LLC | 1.50K | Jun 30, 26 | -1 | 0.02% |
| Buckingham Strategic Partners | 1.46K | Jun 30, 26 | -6 | 0.02% |
| Bank of New York Mellon Corp | 1.42K | Jun 30, 26 | -1 | 0.02% |
| FCG Investment Co | 1.39K | Jun 30, 26 | -1.08K | 0.02% |
| Valued Retirements, Inc. | 1.38K | Jun 30, 26 | -- | 0.02% |
| HB Wealth Management, LLC | 1.37K | Jun 30, 26 | -87 | 0.02% |
| Cornerstone Financial Management LLC | 1.35K | Jun 30, 26 | -95 | 0.02% |
| Hirtle Callaghan & Co LLC | 1.35K | Jun 30, 26 | -27 | 0.02% |
| Westover Capital Advisors, LLC | 1.31K | Jun 30, 26 | +1.31K | 0.02% |
| Atria Investments, Inc | 1.31K | Jun 30, 26 | +1.31K | 0.02% |
| SUTTON PLACE INVESTORS LLC | 1.30K | Jun 30, 26 | -- | 0.02% |
| Heartwood Wealth Advisors LLC | 1.29K | Jun 30, 26 | +263 | 0.02% |
| Envestnet Portfolio Solutions, Inc. | 1.27K | Jun 30, 26 | -246 | 0.02% |
| First Citizens Asset Management, Inc. | 1.26K | Jun 30, 26 | -258 | 0.02% |
| Lido Advisors, LLC | 1.25K | Jun 30, 26 | +2 | 0.02% |
| Oxbow Advisors, LLC | 1.22K | Jun 30, 26 | +1.22K | 0.02% |
| Indiana Trust & Investment Management CO | 1.21K | Jun 30, 26 | -- | 0.02% |
| Advisor Resource Council | 1.15K | Jun 30, 26 | +13 | 0.02% |
| Americana Partners, LLC | 1.13K | Jun 30, 26 | -- | 0.02% |
| Valeo Financial Advisors, LLC | 1.13K | Jun 30, 26 | +16 | 0.02% |
| Cornerstone Management, Inc. | 1.13K | Jun 30, 26 | -- | 0.02% |
| Eqis Capital Management, Inc. | 1.13K | Jun 30, 26 | -467 | 0.02% |
| Rodgers & Associates, LTD | 1.10K | Jun 30, 26 | -- | 0.02% |
| Zhang Financial LLC | 1.09K | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 1.07K | Jun 30, 26 | +23 | 0.02% |
| Waldron Private Wealth LLC | 1.07K | Jun 30, 26 | -22 | 0.02% |
| BANK OF MONTREAL /CAN/ | 1.05K | Jun 30, 26 | -- | 0.02% |
| JANE STREET GROUP, LLC | 1.04K | Jun 30, 26 | -276 | 0.02% |
| Junk Investment Group, LLC | 1.03K | Jun 30, 26 | -- | 0.02% |
| Tranquility Partners, LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| CI Private Wealth, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.01% |
| Pallas Capital Advisors LLC | 953 | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 950 | Jun 30, 26 | +13 | 0.01% |
| IFP Advisors, Inc | 949 | Jun 30, 26 | +260 | 0.01% |
| Financial Freedom, LLC | 942 | Jun 30, 26 | +1 | 0.01% |
| Index Technologies Group LLC | 911 | Jun 30, 26 | -1 | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 891 | Jun 30, 26 | -206 | 0.01% |
| Peak Financial Management, Inc. | 884 | Jun 30, 26 | -- | 0.01% |
| Waverly Advisors, LLC | 862 | Jun 30, 26 | +862 | 0.01% |
| Cresset Asset Management, LLC | 843 | Jun 30, 26 | -103 | 0.01% |
| Avise Financial Cooperative, Inc. | 839 | Jun 30, 26 | +839 | 0.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 830 | Jun 30, 26 | +1 | 0.01% |
| Aptus Capital Advisors, LLC | 830 | Jun 30, 26 | +1 | 0.01% |
| Relyea Zuckerberg Hanson LLC | 825 | Jun 30, 26 | +825 | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 791 | Jun 30, 26 | +791 | 0.01% |
| Allworth Financial LP | 782 | Jun 30, 26 | -56 | 0.01% |
| Tennessee Valley Asset Management Partners | 777 | Jun 30, 26 | +777 | 0.01% |
| Graney & King, LLC | 776 | Jun 30, 26 | -- | 0.01% |
| Main Street Financial Solutions, LLC | 760 | Jun 30, 26 | +760 | 0.01% |
| Winter & Associates, Inc. | 756 | Jun 30, 26 | +756 | 0.01% |
| Caprock Group, LLC | 725 | Jun 30, 26 | +725 | 0.01% |
| EWA, LLC | 705 | Jun 30, 26 | +705 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 702 | Jun 30, 26 | +702 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 650 | Jun 30, 26 | -4 | 0.01% |
| Powell Investment Advisors, LLC | 620 | Jun 30, 26 | -- | 0.01% |
| ENTRUST FINANCIAL LLC | 593 | Jun 30, 26 | -- | 0.01% |
| Plante Moran Financial Advisors, LLC | 572 | Jun 30, 26 | -- | 0.01% |
| City State Bank | 519 | Jun 30, 26 | -- | 0.01% |
| Disciplina Capital Management LLC | 500 | Jun 30, 26 | -- | 0.01% |
| ATLAS CAPITAL ADVISORS LLC | 497 | Jun 30, 26 | -- | 0.01% |
| BARRETT & COMPANY, INC. | 482 | Jun 30, 26 | -- | 0.01% |
| Sterling Capital Management LLC | 460 | Jun 30, 26 | -110 | 0.01% |
| Horizon Investments, LLC | 456 | Jun 30, 26 | -430 | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 447 | Jun 30, 26 | +23 | 0.01% |
| MidFirst Bank | 380 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 330 | Jun 30, 26 | +20 | 0.00% |
| VANGUARD ADVISERS INC | 318 | Jun 30, 26 | +127 | 0.00% |
| PlanVest Financial, Inc | 305 | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 298 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 290 | Jun 30, 26 | -- | 0.00% |
| Centennial Bank/AR/ | 283 | Jun 30, 26 | -124 | 0.00% |
| Arlington Trust Co LLC | 279 | Jun 30, 26 | +279 | 0.00% |
| SIGNATUREFD, LLC | 277 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 275 | Jun 30, 26 | +275 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 267 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 231 | Jun 30, 26 | +96 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 210 | Jun 30, 26 | +210 | 0.00% |
| US BANCORP \DE\ | 200 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 151 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 150 | Jun 30, 26 | +150 | 0.00% |
| IFG Advisory, LLC | 116 | Jun 30, 26 | +116 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 116 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 74 | Jun 30, 26 | +74 | 0.00% |
| AE Wealth Management LLC | 74 | Jun 30, 26 | +20 | 0.00% |
| CoreCap Advisors, LLC | 72 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 64 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 60 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 48 | Jun 30, 26 | +48 | 0.00% |
| NorthAvenue LLC | 48 | Jun 30, 26 | -- | 0.00% |
| Miller Capital Partners, Inc. | 45 | Jun 30, 26 | -- | 0.00% |
| Three Bearings Fiduciary Advisors, Inc. | 40 | Jun 30, 26 | -- | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 40 | Jun 30, 26 | +40 | 0.00% |
| Golden State Wealth Management, LLC | 24 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 21 | Jun 30, 26 | +13 | 0.00% |
| Cape Investment Advisory, Inc. | 19 | Jun 30, 26 | +19 | 0.00% |
| Glass Jacobson Investment Advisors llc | 14 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 13 | Jun 30, 26 | +13 | 0.00% |
| Elevated Capital Advisors, LLC | 9 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 9 | Jun 30, 26 | -- | 0.00% |
| Eukles Asset Management | 8 | Jun 30, 26 | -- | 0.00% |
| Guardian Partners Inc. | 5 | Jun 30, 26 | +5 | 0.00% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | -- | Jun 30, 26 | -2.97K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -5 | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -877 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -1.47K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -129 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -15 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -680 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -194 | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -31.61K | -- |
| CWM, LLC | 27.56K | Mar 31, 26 | -2.62K | 0.41% |
| Parkside Financial Bank & Trust | 11.06K | Mar 31, 26 | -917 | 0.17% |
| Mill Creek Capital Advisors, LLC | 2.40K | Mar 31, 26 | -- | 0.04% |
| Sunbelt Securities, Inc. | 300 | Mar 31, 26 | -- | 0.00% |
| Horizons Wealth Management | 102 | Mar 31, 26 | -- | 0.00% |
| MidWestOne Financial Group, Inc. | 4.91K | Dec 31, 25 | +104 | 0.07% |
| COMERICA BANK | 3.72K | Dec 31, 25 | +1.95K | 0.06% |
| COUNTRY CLUB BANK /GFN | 3.83K | Sep 30, 25 | -- | 0.06% |
| FSA Wealth Management LLC | 64 | Sep 30, 25 | +1 | 0.00% |
| Congress Wealth Management LLC / DE / | 54.20K | Jun 30, 25 | -166 | 0.81% |
| AVANTAX ADVISORY SERVICES, INC. | 15.77K | Jun 30, 25 | +174 | 0.24% |
| First Horizon Advisors, Inc. | 10 | Jun 30, 25 | -- | 0.00% |
| Wolf Group Capital Advisors | 4.25K | Mar 31, 25 | -408 | 0.06% |
| CAROLINAS WEALTH CONSULTING LLC | 3.98K | Mar 31, 25 | +424 | 0.06% |
| Kiely Wealth Advisory Group, Inc. | 1.48K | Dec 31, 24 | -14 | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 23.59K | Sep 30, 24 | +1.89K | 0.35% |
| RAYMOND JAMES & ASSOCIATES | 13.74K | Sep 30, 24 | +521 | 0.21% |
| Hyperion Partners, LLC | 1.42K | Sep 30, 24 | +4 | 0.02% |
| M&R CAPITAL MANAGEMENT INC | 24 | Sep 30, 24 | -- | 0.00% |
| Crestone Asset Management LLC | 170.11K | Mar 31, 24 | +4.82K | 2.54% |
| Cetera Advisors LLC | 117.46K | Mar 31, 24 | +114.88K | 1.75% |
| Cetera Advisor Networks LLC | 11.69K | Mar 31, 24 | +862 | 0.17% |
| Ziegler Capital Management, LLC | 10.12K | Mar 31, 24 | -- | 0.15% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 8.72K | Sep 30, 23 | +14 | 0.13% |
| COMERICA SECURITIES,INC. | 2.84K | Sep 30, 23 | -- | 0.04% |
| COLONY GROUP LLC | 2.46K | Sep 30, 23 | +5 | 0.04% |
| Relaxing Retirement Coach | 13.30K | Jun 30, 23 | -127 | 0.20% |
| Endurance Wealth Management, Inc. | 48 | Jun 30, 23 | -- | 0.00% |
| FourThought Financial, LLC | 3.46K | Sep 30, 22 | +253 | 0.05% |
| RGT Wealth Advisors, LLC | -- | Sep 30, 22 | -105 | -- |
| HC FINANCIAL ADVISORS INC | 205 | Jun 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -2.49K | -- |
| Ferris Capital, LLC | 3.80K | Mar 31, 22 | -- | 0.06% |
| KINGS POINT CAPITAL MANAGEMENT | 600 | Mar 31, 22 | -- | 0.01% |
| Lenox Wealth Advisors, LLC | 230 | Mar 31, 22 | +230 | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 71 | Dec 31, 21 | -- | 0.00% |
| BBVA USA | 71 | Sep 30, 21 | -2 | 0.00% |
| First Allied Advisory Services, Inc. | 72.79K | Sep 30, 20 | -5.32K | 1.09% |
| Advisor Group, Inc. | 26.26K | Dec 31, 19 | -861 | 0.39% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.32K | Dec 31, 19 | -130 | 0.02% |
| SUNTRUST BANKS INC | 12.85K | Sep 30, 19 | +1.39K | 0.19% |
| Guidant Wealth Advisors | 86 | Sep 30, 19 | -- | 0.00% |
| FNY Partners Fund LP | 148 | Mar 31, 18 | +148 | 0.00% |
| IFC Holdings Incorporated/FL | 2.32K | Dec 31, 17 | +576 | 0.03% |
| BB&T INVESTMENT SERVICES, INC. | 49 | Dec 31, 17 | +49 | 0.00% |
| Commonwealth Equity Services, Inc | 15.63K | Jun 30, 17 | -742 | 0.23% |
| MSI Financial Services Inc | 5.78K | Dec 31, 16 | +2.21K | 0.09% |
| UBS AG | 3.24K | Sep 30, 14 | +69 | 0.05% |