VUSB(VUSB)
VUSB
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 24.77M | Jun 30, 26 | -400.78K | 13.78% |
| Kensington Asset Management, LLC | 4.13M | Jun 30, 26 | +1.27M | 2.29% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 3.71M | Jun 30, 26 | -5.09M | 2.07% |
| WELLS FARGO & COMPANY/MN | 3.68M | Jun 30, 26 | +65.06K | 2.05% |
| BANK OF AMERICA CORP /DE/ | 3.24M | Jun 30, 26 | +254.45K | 1.80% |
| Bramshill Investments, LLC | 3.11M | Jun 30, 26 | +11.06K | 1.73% |
| LPL Financial LLC | 2.63M | Jun 30, 26 | +98.73K | 1.46% |
| HighTower Advisors, LLC | 1.98M | Jun 30, 26 | +216.71K | 1.10% |
| Ronald Blue Trust, Inc. | 1.56M | Jun 30, 26 | -449.74K | 0.87% |
| Avion Wealth | 1.50M | Jun 30, 26 | +66.29K | 0.83% |
| Wharton Business Group, LLC | 1.44M | Jun 30, 26 | +13.54K | 0.80% |
| Pacific Center for Financial Services | 1.22M | Jun 30, 26 | +98.59K | 0.68% |
| MERCER GLOBAL ADVISORS INC /ADV | 987.81K | Jun 30, 26 | +976.37K | 0.55% |
| Waverly Advisors, LLC | 917.88K | Jun 30, 26 | +396.70K | 0.51% |
| MML INVESTORS SERVICES, LLC | 857.26K | Jun 30, 26 | +376.12K | 0.48% |
| DMKC Advisory Services, LLC | 817.81K | Jun 30, 26 | +811.87K | 0.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 673.74K | Jun 30, 26 | +26.82K | 0.37% |
| Red Wave Investments LLC | 651.24K | Jun 30, 26 | -8.84K | 0.36% |
| 55 North Private Wealth, LLC | 646.79K | Jun 30, 26 | +119.78K | 0.36% |
| RAFFA WEALTH MANAGEMENT, LLC | 622.74K | Jun 30, 26 | +127.06K | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 595.05K | Jun 30, 26 | -238.56K | 0.33% |
| Fortitude Advisory Group L.L.C. | 536.54K | Jun 30, 26 | -11.98K | 0.30% |
| Fonville Wealth Management LLC | 509.59K | Jun 30, 26 | +15.10K | 0.28% |
| Mariner, LLC | 491.33K | Jun 30, 26 | +214.79K | 0.27% |
| Spectrum Asset Management, Inc. (NB/CA) | 487.87K | Jun 30, 26 | +21.32K | 0.27% |
| ROYAL BANK OF CANADA | 483.63K | Jun 30, 26 | -212.68K | 0.27% |
| Alpha Omega Wealth Management LLC | 479.83K | Jun 30, 26 | -11.74K | 0.27% |
| Advisory Services Network, LLC | 468.00K | Jun 30, 26 | +4.44K | 0.26% |
| Warwick Investment Management, Inc. | 462.04K | Jun 30, 26 | +298.51K | 0.26% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 461.11K | Jun 30, 26 | +122.05K | 0.26% |
| Global Wealth Management, LLC | 450.54K | Jun 30, 26 | +10.29K | 0.25% |
| LOWE BROCKENBROUGH & CO INC | 443.06K | Jun 30, 26 | +8.06K | 0.25% |
| NKCFO LLC | 415.50K | Jun 30, 26 | +11.90K | 0.23% |
| TITLEIST ASSET MANAGEMENT, LLC | 412.80K | Jun 30, 26 | -3.32K | 0.23% |
| Capital Advantage, Inc. | 412.45K | Jun 30, 26 | +64.55K | 0.23% |
| SRS Capital Advisors, Inc. | 398.11K | Jun 30, 26 | +398.11K | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 394.21K | Jun 30, 26 | +28.97K | 0.22% |
| ECLECTIC ASSOCIATES INC /ADV | 391.08K | Jun 30, 26 | +85.84K | 0.22% |
| Cetera Investment Advisers | 390.99K | Jun 30, 26 | +89.78K | 0.22% |
| Chicago Partners Investment Group LLC | 389.45K | Jun 30, 26 | +124.51K | 0.22% |
| STIFEL FINANCIAL CORP | 381.05K | Jun 30, 26 | +35.03K | 0.21% |
| Coyle Financial Counsel LLC | 378.92K | Jun 30, 26 | +9.01K | 0.21% |
| Eagle Capital Management, LLC | 375.57K | Jun 30, 26 | -14.34K | 0.21% |
| M Holdings Securities, Inc. | 363.07K | Jun 30, 26 | -15.92K | 0.20% |
| David Kennon Inc | 354.23K | Jun 30, 26 | -5.96K | 0.20% |
| Valtinson Bruner Financial Planning LLC | 331.29K | Jun 30, 26 | -9.09K | 0.18% |
| McClarren Financial Advisors, Inc. | 330.62K | Jun 30, 26 | +20.82K | 0.18% |
| Calder Financial LLC | 320.83K | Jun 30, 26 | -9.46K | 0.18% |
| Kestra Advisory Services, LLC | 314.95K | Jun 30, 26 | +43.30K | 0.18% |
| Private Advisor Group, LLC | 306.95K | Jun 30, 26 | +296.47K | 0.17% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | 287.48K | Jun 30, 26 | +23.93K | 0.16% |
| BlueChip Wealth Advisors LLC | 284.06K | Jun 30, 26 | -11.84K | 0.16% |
| Mesirow Financial Investment Management, Inc. | 272.32K | Jun 30, 26 | +12.02K | 0.15% |
| AE Wealth Management LLC | 271.28K | Jun 30, 26 | -34.01K | 0.15% |
| HTG Investment Advisors, Inc. | 270.62K | Jun 30, 26 | +76.89K | 0.15% |
| Resources Investment Advisors, LLC. | 267.28K | Jun 30, 26 | -5.55K | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | 261.83K | Jun 30, 26 | +5.34K | 0.15% |
| Colony Family Offices, LLC | 257.68K | Jun 30, 26 | +21.09K | 0.14% |
| KITCHING PARTNERS, LLC | 246.70K | Jun 30, 26 | +8.75K | 0.14% |
| CWC Advisors, LLC. | 237.26K | Jun 30, 26 | +2.43K | 0.13% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 236.59K | Jun 30, 26 | +26.43K | 0.13% |
| Colony Group, LLC | 220.18K | Jun 30, 26 | -27.00K | 0.12% |
| CFO4Life Group, LLC | 219.32K | Jun 30, 26 | -25.11K | 0.12% |
| Blom & Howell Financial Planning, Inc. | 199.99K | Jun 30, 26 | -53.18K | 0.11% |
| KEYNOTE FINANCIAL SERVICES LLC | 188.32K | Jun 30, 26 | +10.74K | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 182.58K | Jun 30, 26 | -14.35K | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 181.99K | Jun 30, 26 | +7.97K | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 181.28K | Jun 30, 26 | +18.43K | 0.10% |
| Spectrum Planning & Advisory Services Inc. | 179.02K | Jun 30, 26 | +37.00K | 0.10% |
| SpringVest Wealth Management LLC | 178.10K | Jun 30, 26 | -21.71K | 0.10% |
| WEALTHSPAN PARTNERS, LLC | 177.09K | Jun 30, 26 | +85.07K | 0.10% |
| Schulz Wealth, LTD. | 174.68K | Jun 30, 26 | +174.68K | 0.10% |
| Crews Bank & Trust | 161.98K | Jun 30, 26 | +4.53K | 0.09% |
| BLAIR WILLIAM & CO/IL | 158.18K | Jun 30, 26 | -14.54K | 0.09% |
| Steward Partners Investment Advisory, LLC | 155.43K | Jun 30, 26 | +8.34K | 0.09% |
| Apella Capital, LLC | 154.91K | Jun 30, 26 | -699 | 0.09% |
| Clearstead Advisors, LLC | 151.29K | Jun 30, 26 | -730.32K | 0.08% |
| Sentinus, LLC | 142.83K | Jun 30, 26 | -20.60K | 0.08% |
| Lebenthal Global Advisors, LLC | 141.17K | Jun 30, 26 | +83.76K | 0.08% |
| Valmark Advisers, Inc. | 140.95K | Jun 30, 26 | +65.32K | 0.08% |
| DeLarme Wealth Management, Inc. | 139.50K | Jun 30, 26 | +5.89K | 0.08% |
| Evanson Financial, LLC | 136.85K | Jun 30, 26 | +136.85K | 0.08% |
| NVWM, LLC | 135.34K | Jun 30, 26 | -29.62K | 0.08% |
| Beaumont Asset Management, L.L.C. | 132.98K | Jun 30, 26 | +4.10K | 0.07% |
| Harpswell Capital Advisors, LLC | 129.71K | Jun 30, 26 | -742 | 0.07% |
| NICOLET BANKSHARES INC | 122.42K | Jun 30, 26 | +5.52K | 0.07% |
| ADVISORY RESEARCH INC | 120.15K | Jun 30, 26 | +38.23K | 0.07% |
| FOUNDERS FINANCIAL SECURITIES LLC | 118.51K | Jun 30, 26 | -12.90K | 0.07% |
| Pine Harbor Wealth Management, LLC | 117.70K | Jun 30, 26 | +83 | 0.07% |
| MorganRosel Wealth Management, LLC | 117.32K | Jun 30, 26 | +16.53K | 0.07% |
| CITADEL ADVISORS LLC | 115.75K | Jun 30, 26 | -203.86K | 0.06% |
| ASPIRIANT, LLC | 115.08K | Jun 30, 26 | +29.48K | 0.06% |
| VERUS CAPITAL PARTNERS, LLC | 112.82K | Jun 30, 26 | -4.57K | 0.06% |
| Rockefeller Capital Management L.P. | 112.46K | Jun 30, 26 | +27.06K | 0.06% |
| Capital Analysts, LLC | 110.16K | Jun 30, 26 | -2.07K | 0.06% |
| Fischer Financial Services, Inc. | 108.52K | Jun 30, 26 | +5.00K | 0.06% |
| CI Private Wealth, LLC | 106.83K | Jun 30, 26 | -12.70K | 0.06% |
| Leeward Financial Partners, LLC | 105.78K | Jun 30, 26 | -115.26K | 0.06% |
| Clear Creek Financial Management, LLC | 105.72K | Jun 30, 26 | +105.72K | 0.06% |
| UBS Group AG | 104.11K | Jun 30, 26 | +15.43K | 0.06% |
| LOWERY THOMAS, LLC | 103.80K | Jun 30, 26 | +18.18K | 0.06% |
| OPTIMA CAPITAL LLC | 103.05K | Jun 30, 26 | +78.28K | 0.06% |
| Focus Financial Network, Inc. | 101.92K | Jun 30, 26 | +19.84K | 0.06% |
| ZAZOVE ASSOCIATES LLC | 100.00K | Jun 30, 26 | -- | 0.06% |
| Zhang Financial LLC | 99.32K | Jun 30, 26 | +62.86K | 0.06% |
| Alpha Zero LLC | 98.38K | Jun 30, 26 | +52.47K | 0.05% |
| Greenspring Advisors, LLC | 98.09K | Jun 30, 26 | +10.35K | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 97.71K | Jun 30, 26 | +30.25K | 0.05% |
| EVERETT HARRIS & CO /CA/ | 97.50K | Jun 30, 26 | -49.75K | 0.05% |
| SALEM INVESTMENT COUNSELORS INC | 96.41K | Jun 30, 26 | -6.33K | 0.05% |
| Palisades Hudson Asset Management, L.P. | 95.60K | Jun 30, 26 | +363 | 0.05% |
| Paragon Private Wealth Management, LLC | 95.49K | Jun 30, 26 | -8.54K | 0.05% |
| Root Financial Partners, LLC | 94.10K | Jun 30, 26 | +27.37K | 0.05% |
| Capital Investment Services of America, Inc. | 93.98K | Jun 30, 26 | +2.10K | 0.05% |
| Modera Wealth Management, LLC | 93.87K | Jun 30, 26 | -1.09K | 0.05% |
| Mustard Seed Financial, LLC | 93.53K | Jun 30, 26 | +13.52K | 0.05% |
| Vise Technologies, Inc. | 92.46K | Jun 30, 26 | +53.77K | 0.05% |
| Enclave Advisors LLC | 91.08K | Jun 30, 26 | +8.51K | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 90.81K | Jun 30, 26 | +11.65K | 0.05% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 90.67K | Jun 30, 26 | +4.76K | 0.05% |
| Hikari Power Ltd | 90.62K | Jun 30, 26 | -- | 0.05% |
| Beacon Pointe Advisors, LLC | 89.57K | Jun 30, 26 | -6.63K | 0.05% |
| Robinhood Asset Management, LLC | 86.03K | Jun 30, 26 | -2.40K | 0.05% |
| SAGE RHINO CAPITAL LLC | 85.41K | Jun 30, 26 | -8.09K | 0.05% |
| CHATHAM CAPITAL GROUP, INC. | 81.25K | Jun 30, 26 | +800 | 0.05% |
| Kathmere Capital Management, LLC | 79.35K | Jun 30, 26 | +1.84K | 0.04% |
| Coppell Advisory Solutions LLC | 78.88K | Jun 30, 26 | +78.88K | 0.04% |
| CWS Financial Advisors, LLC | 77.98K | Jun 30, 26 | +14.01K | 0.04% |
| CAMBIENT FAMILY OFFICE, LLC | 77.87K | Jun 30, 26 | -- | 0.04% |
| Walker Financial Services, Inc. | 77.75K | Jun 30, 26 | -4.40K | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 74.84K | Jun 30, 26 | +9.30K | 0.04% |
| TD Capital Management LLC | 74.77K | Jun 30, 26 | +36.83K | 0.04% |
| Vident Advisory, LLC | 74.48K | Jun 30, 26 | +62.74K | 0.04% |
| Stirlingshire Investments, Inc. | 74.28K | Jun 30, 26 | +20.94K | 0.04% |
| CENTRAL TRUST Co | 73.72K | Jun 30, 26 | -1.73K | 0.04% |
| Pillar Financial Advisors, LLC | 70.39K | Jun 30, 26 | -169 | 0.04% |
| Chesley Taft & Associates LLC | 68.83K | Jun 30, 26 | +2.90K | 0.04% |
| XY Planning Network, Inc. | 68.63K | Jun 30, 26 | +3.89K | 0.04% |
| Lakewood Asset Management LLC | 66.81K | Jun 30, 26 | +9.57K | 0.04% |
| Sanibel Captiva Trust Company, Inc. | 66.69K | Jun 30, 26 | +28.86K | 0.04% |
| Bristlecone Value Partners, LLC | 66.01K | Jun 30, 26 | +7.43K | 0.04% |
| Creative Planning | 64.21K | Jun 30, 26 | +806 | 0.04% |
| AlphaCore Capital LLC | 63.09K | Jun 30, 26 | -- | 0.04% |
| MAI Capital Management | 62.61K | Jun 30, 26 | -3.56K | 0.03% |
| GeoWealth Management, LLC | 61.84K | Jun 30, 26 | +7.02K | 0.03% |
| National Wealth Management Group, LLC | 61.79K | Jun 30, 26 | -19.06K | 0.03% |
| Payne Capital LLC | 59.34K | Jun 30, 26 | +1 | 0.03% |
| Modern Wealth Management, LLC | 58.92K | Jun 30, 26 | +58.92K | 0.03% |
| Approach Retirement Advisors, LLC | 57.99K | Jun 30, 26 | +9.29K | 0.03% |
| Integrated Wealth Concepts LLC | 57.65K | Jun 30, 26 | +1.78K | 0.03% |
| Aberdeen Wealth Management LLC | 57.18K | Jun 30, 26 | -6.24K | 0.03% |
| OPPENHEIMER & CO INC | 56.73K | Jun 30, 26 | +21.75K | 0.03% |
| Pitcairn Wealth Advisors LLC | 56.55K | Jun 30, 26 | -19.91K | 0.03% |
| Betterment LLC | 55.71K | Jun 30, 26 | -15.14K | 0.03% |
| Pensionmark Financial Group, LLC | 55.22K | Jun 30, 26 | -1.67K | 0.03% |
| Avidian Wealth Solutions, LLC | 55.03K | Jun 30, 26 | +3.65K | 0.03% |
| Global Trust Asset Management, LLC | 54.75K | Jun 30, 26 | +17.15K | 0.03% |
| Goldstone Financial Group, LLC | 54.56K | Jun 30, 26 | +45.49K | 0.03% |
| Wingate Wealth Advisors, Inc. | 51.96K | Jun 30, 26 | +6.84K | 0.03% |
| Empowered Funds, LLC | 51.65K | Jun 30, 26 | +336 | 0.03% |
| Sanctuary Advisors, LLC | 50.23K | Jun 30, 26 | +3.37K | 0.03% |
| Cascades Capital Asset Management, LLC | 49.07K | Jun 30, 26 | -3.67K | 0.03% |
| Two West Capital Advisors LLC | 47.91K | Jun 30, 26 | +2.43K | 0.03% |
| Plum Street Advisors, LLC | 45.83K | Jun 30, 26 | +1.30K | 0.03% |
| Main Street Financial Solutions, LLC | 45.63K | Jun 30, 26 | +5.33K | 0.03% |
| Evergreen Wealth Management, LLC | 44.66K | Jun 30, 26 | -6.45K | 0.02% |
| Financial Engines Advisors L.L.C. | 43.78K | Jun 30, 26 | +19.62K | 0.02% |
| Summitas Investment Management LLC | 43.66K | Jun 30, 26 | +5.44K | 0.02% |
| Elser Financial Planning, Inc | 43.64K | Jun 30, 26 | -538 | 0.02% |
| EQUITY INVESTMENT CORP | 42.94K | Jun 30, 26 | -2.54K | 0.02% |
| Equitable Holdings, Inc. | 42.75K | Jun 30, 26 | +395 | 0.02% |
| LEGACY SOLUTIONS, LLC | 42.66K | Jun 30, 26 | -634 | 0.02% |
| MOODY NATIONAL BANK TRUST DIVISION | 41.82K | Jun 30, 26 | +423 | 0.02% |
| Anchor Bay Capital, Inc. | 41.40K | Jun 30, 26 | +41.40K | 0.02% |
| Applied Capital LLC | 41.15K | Jun 30, 26 | -6.38K | 0.02% |
| TrueWealth Financial Partners | 40.97K | Jun 30, 26 | -- | 0.02% |
| HBW Advisory Services LLC | 40.64K | Jun 30, 26 | -1.74K | 0.02% |
| Clearwater Capital Advisors, LLC | 39.85K | Jun 30, 26 | -2.58K | 0.02% |
| Compass Financial Group, Inc. | 39.61K | Jun 30, 26 | -289 | 0.02% |
| BENJAMIN EDWARDS INC | 38.75K | Jun 30, 26 | +988 | 0.02% |
| Camarda Financial Advisors, LLC | 38.73K | Jun 30, 26 | +2.86K | 0.02% |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 37.38K | Jun 30, 26 | -4.46K | 0.02% |
| TFO-TDC, LLC | 36.25K | Jun 30, 26 | +218 | 0.02% |
| HRT FINANCIAL LP | 36.13K | Jun 30, 26 | +36.13K | 0.02% |
| Relyea Zuckerberg Hanson LLC | 35.53K | Jun 30, 26 | -72.56K | 0.02% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34.68K | Jun 30, 26 | +1.20K | 0.02% |
| HB Wealth Management, LLC | 34.56K | Jun 30, 26 | -5.00K | 0.02% |
| Strategic Investment Solutions, Inc. /IL | 34.03K | Jun 30, 26 | -5.72K | 0.02% |
| DAYMARK WEALTH PARTNERS, LLC | 33.61K | Jun 30, 26 | +240 | 0.02% |
| Alpine Bank Wealth Management | 33.02K | Jun 30, 26 | +4.66K | 0.02% |
| MontVue Capital Management, Inc. | 32.55K | Jun 30, 26 | -778 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 31.99K | Jun 30, 26 | +1.34K | 0.02% |
| PRIVATE TRUST CO NA | 31.80K | Jun 30, 26 | +25.30K | 0.02% |
| BOSTON FAMILY OFFICE LLC | 31.74K | Jun 30, 26 | -5.82K | 0.02% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31.46K | Jun 30, 26 | -- | 0.02% |
| Ausdal Financial Partners, Inc. | 31.07K | Jun 30, 26 | +7.45K | 0.02% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 31.00K | Jun 30, 26 | -8.00K | 0.02% |
| D.A. DAVIDSON & CO. | 30.05K | Jun 30, 26 | +2.44K | 0.02% |
| Janney Montgomery Scott LLC | 29.38K | Jun 30, 26 | -11.91K | 0.02% |
| MORGAN STANLEY | 28.99K | Jun 30, 26 | +2.79K | 0.02% |
| EverSource Wealth Advisors, LLC | 28.90K | Jun 30, 26 | -983 | 0.02% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 28.80K | Jun 30, 26 | +3.23K | 0.02% |
| TRUIST FINANCIAL CORP | 28.14K | Jun 30, 26 | +957 | 0.02% |
| R.H. Investment Group, LLC | 28.10K | Jun 30, 26 | +1.70K | 0.02% |
| Strategic Wealth Advisors LLC | 28.04K | Jun 30, 26 | -57.97K | 0.02% |
| Amicus Financial Advisors, LLC | 27.92K | Jun 30, 26 | +6 | 0.02% |
| Prudent Man Investment Management, Inc. | 27.77K | Jun 30, 26 | -- | 0.02% |
| Roble, Belko & Company, Inc | 27.43K | Jun 30, 26 | -107 | 0.02% |
| Kings Path Partners LLC | 27.19K | Jun 30, 26 | +25.46K | 0.02% |
| Belpointe Asset Management LLC | 27.11K | Jun 30, 26 | -41.84K | 0.02% |
| Verus Financial Partners, Inc. | 27.04K | Jun 30, 26 | -210 | 0.02% |
| NewEdge Wealth, LLC | 26.92K | Jun 30, 26 | -4.80K | 0.01% |
| Merit Financial Group, LLC | 26.84K | Jun 30, 26 | -6.26K | 0.01% |
| Ballew Advisors, Inc | 26.38K | Jun 30, 26 | -- | 0.01% |
| Concurrent Investment Advisors, LLC | 26.22K | Jun 30, 26 | +7.47K | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26.01K | Jun 30, 26 | +26.01K | 0.01% |
| SP Asset Management LLC | 25.58K | Jun 30, 26 | -28.93K | 0.01% |
| Southeast Asset Advisors Inc. | 25.24K | Jun 30, 26 | +25.24K | 0.01% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 25.04K | Jun 30, 26 | +4.63K | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 24.81K | Jun 30, 26 | -9.64K | 0.01% |
| NewEdge Advisors, LLC | 24.69K | Jun 30, 26 | +10.61K | 0.01% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 24.28K | Jun 30, 26 | -2.03K | 0.01% |
| Dorsey & Whitney Trust CO LLC | 24.21K | Jun 30, 26 | -26.09K | 0.01% |
| CAHILL FINANCIAL ADVISORS INC | 23.98K | Jun 30, 26 | -1.16K | 0.01% |
| Quantinno Capital Management LP | 23.18K | Jun 30, 26 | +23.18K | 0.01% |
| TriaGen Wealth Management LLC | 23.02K | Jun 30, 26 | -855 | 0.01% |
| GatePass Capital, LLC | 23.00K | Jun 30, 26 | -1.50K | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 22.90K | Jun 30, 26 | +60 | 0.01% |
| Finivi Inc. | 22.23K | Jun 30, 26 | +10.68K | 0.01% |
| Savant Capital, LLC | 22.01K | Jun 30, 26 | +12.77K | 0.01% |
| Allworth Financial LP | 21.88K | Jun 30, 26 | +6.00K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21.82K | Jun 30, 26 | +6 | 0.01% |
| Outlook Wealth Advisors, LLC | 21.75K | Jun 30, 26 | -3 | 0.01% |
| Core Wealth Advisors, Inc. | 21.34K | Jun 30, 26 | +6 | 0.01% |
| Exeter Financial, LLC | 21.33K | Jun 30, 26 | +2.09K | 0.01% |
| Spire Wealth Management | 21.14K | Jun 30, 26 | +13.94K | 0.01% |
| Buckingham Strategic Partners | 21.13K | Jun 30, 26 | -20 | 0.01% |
| Tribridge Partners Financial LLC | 21.13K | Jun 30, 26 | +21.13K | 0.01% |
| Bouchey Financial Group Ltd | 20.99K | Jun 30, 26 | -1.25K | 0.01% |
| Manchester Capital Management LLC | 20.92K | Jun 30, 26 | -- | 0.01% |
| Petersen Hastings Wealth Advisors Inc. | 20.74K | Jun 30, 26 | -3.65K | 0.01% |
| Avestar Capital, LLC | 20.10K | Jun 30, 26 | -- | 0.01% |
| Powerhouse Assets LLC | 20.05K | Jun 30, 26 | +1.05K | 0.01% |
| Brookstone Capital Management | 19.99K | Jun 30, 26 | +148 | 0.01% |
| Joseph Group Capital Management | 19.98K | Jun 30, 26 | -2.84K | 0.01% |
| REGATTA CAPITAL GROUP, LLC | 19.94K | Jun 30, 26 | +2.57K | 0.01% |
| PEAPACK GLADSTONE FINANCIAL CORP | 19.88K | Jun 30, 26 | +2.00K | 0.01% |
| Texas Yale Capital Corp. | 19.62K | Jun 30, 26 | -7.08K | 0.01% |
| Cypress Point Wealth Management, LLC | 19.42K | Jun 30, 26 | +674 | 0.01% |
| Cerity Partners LLC | 19.21K | Jun 30, 26 | +98 | 0.01% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 19.21K | Jun 30, 26 | -100 | 0.01% |
| Life Planning Partners, Inc | 18.90K | Jun 30, 26 | -694 | 0.01% |
| Essential Planning, LLC. | 18.02K | Jun 30, 26 | +5.29K | 0.01% |
| NAPLES GLOBAL ADVISORS, LLC | 17.65K | Jun 30, 26 | -- | 0.01% |
| Roberts Wealth Advisors, LLC | 17.17K | Jun 30, 26 | -19.13K | 0.01% |
| Cheviot Value Management, LLC | 16.80K | Jun 30, 26 | -- | 0.01% |
| STEPHENS INC /AR/ | 16.53K | Jun 30, 26 | +3.17K | 0.01% |
| YARGER WEALTH STRATEGIES, LLC | 16.27K | Jun 30, 26 | -23.18K | 0.01% |
| CGC Financial Services, LLC | 16.16K | Jun 30, 26 | +637 | 0.01% |
| Gladstone Institutional Advisory LLC | 16.12K | Jun 30, 26 | -74 | 0.01% |
| Valpey Financial Services, LLC | 15.86K | Jun 30, 26 | +1.65K | 0.01% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 15.81K | Jun 30, 26 | +2.00K | 0.01% |
| Wealthcare Advisory Partners LLC | 15.80K | Jun 30, 26 | -151 | 0.01% |
| Elm3 Financial Group, LLC | 15.76K | Jun 30, 26 | +15.76K | 0.01% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 15.60K | Jun 30, 26 | -1.13K | 0.01% |
| PINNACLE ASSOCIATES LTD | 15.53K | Jun 30, 26 | +4.08K | 0.01% |
| SAX WEALTH ADVISORS, LLC | 15.47K | Jun 30, 26 | +5.71K | 0.01% |
| WESCAP Management Group, Inc. | 15.12K | Jun 30, 26 | +80 | 0.01% |
| Keudell/Morrison Wealth Management | 15.00K | Jun 30, 26 | -- | 0.01% |
| Carnegie Lake Advisors LLC | 14.70K | Jun 30, 26 | -- | 0.01% |
| RFG Advisory, LLC | 14.33K | Jun 30, 26 | -100 | 0.01% |
| Compass Financial Group, INC/SD | 14.29K | Jun 30, 26 | -768 | 0.01% |
| Christensen, King & Associates Investment Services, Inc. | 13.93K | Jun 30, 26 | -- | 0.01% |
| Infinity Wealth Counsel, LLC | 13.51K | Jun 30, 26 | -1.12K | 0.01% |
| NewSquare Capital LLC | 13.45K | Jun 30, 26 | +13.45K | 0.01% |
| Nikulski Financial, Inc. | 13.42K | Jun 30, 26 | +529 | 0.01% |
| Daner Wealth Management, LLC | 13.40K | Jun 30, 26 | -1.09K | 0.01% |
| Jacobi Capital Management LLC | 13.26K | Jun 30, 26 | +6.60K | 0.01% |
| Latitude Advisors, LLC | 13.21K | Jun 30, 26 | +20 | 0.01% |
| Index Fund Advisors, Inc. | 12.93K | Jun 30, 26 | -3.95K | 0.01% |
| WORLD EQUITY GROUP, INC. | 12.88K | Jun 30, 26 | -- | 0.01% |
| William Howard & Co Financial Advisors Inc | 12.48K | Jun 30, 26 | -- | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 12.09K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 12.02K | Jun 30, 26 | +933 | 0.01% |
| Old Peak Finance LLC | 11.89K | Jun 30, 26 | +30 | 0.01% |
| SAM Advisors, LLC | 11.85K | Jun 30, 26 | -449 | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.76K | Jun 30, 26 | -26.13K | 0.01% |
| Evolution Advisers, Inc. | 11.65K | Jun 30, 26 | +9.13K | 0.01% |
| MGO ONE SEVEN LLC | 11.59K | Jun 30, 26 | -- | 0.01% |
| Per Stirling Capital Management, LLC. | 11.37K | Jun 30, 26 | -1.21K | 0.01% |
| DONALDSON CAPITAL MANAGEMENT, LLC | 11.34K | Jun 30, 26 | +11.34K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 11.21K | Jun 30, 26 | +890 | 0.01% |
| Gradient Capital Advisors, LLC | 11.13K | Jun 30, 26 | +256 | 0.01% |
| CENTRAL VALLEY ADVISORS, LLC | 10.93K | Jun 30, 26 | -313 | 0.01% |
| First PREMIER Bank | 10.91K | Jun 30, 26 | +10.41K | 0.01% |
| Joel Adams & Associates, Inc. | 10.81K | Jun 30, 26 | +113 | 0.01% |
| MAINSAIL ASSET MANAGEMENT, LLC | 10.76K | Jun 30, 26 | -729 | 0.01% |
| WBH ADVISORY INC | 10.59K | Jun 30, 26 | -1.00K | 0.01% |
| Ballentine Capital Advisors, Inc | 10.54K | Jun 30, 26 | -936 | 0.01% |
| Quadrant Private Wealth Management, LLC | 10.49K | Jun 30, 26 | +774 | 0.01% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 10.45K | Jun 30, 26 | -- | 0.01% |
| CreativeOne Wealth, LLC | 10.43K | Jun 30, 26 | +4.98K | 0.01% |
| Ruedi Wealth Management, Inc. | 10.26K | Jun 30, 26 | -5.50K | 0.01% |
| Beaird Harris Wealth Management, LLC | 10.19K | Jun 30, 26 | -- | 0.01% |
| New Hampshire Trust | 10.05K | Jun 30, 26 | -- | 0.01% |
| Midwest Trust Co | 10.05K | Jun 30, 26 | -83 | 0.01% |
| WASHINGTON CAPITAL MANAGEMENT, INC | 10.00K | Jun 30, 26 | +10.00K | 0.01% |
| WESBANCO BANK INC | 9.75K | Jun 30, 26 | +201 | 0.01% |
| PARK AVENUE SECURITIES LLC | 9.73K | Jun 30, 26 | +2.55K | 0.01% |
| US BANCORP \DE\ | 9.69K | Jun 30, 26 | +6.86K | 0.01% |
| Ameritas Advisory Services, LLC | 9.66K | Jun 30, 26 | +9.66K | 0.01% |
| Family CFO Inc | 9.64K | Jun 30, 26 | +1.06K | 0.01% |
| Retirement Planning Group | 9.57K | Jun 30, 26 | -523 | 0.01% |
| FIFTH THIRD BANCORP | 9.35K | Jun 30, 26 | +2.44K | 0.01% |
| MidAtlantic Capital Management, Inc. | 9.24K | Jun 30, 26 | +55 | 0.01% |
| HOWARD WEALTH MANAGEMENT, LLC | 9.04K | Jun 30, 26 | +644 | 0.01% |
| Partnership Wealth Management, LLC | 9.04K | Jun 30, 26 | +9.04K | 0.01% |
| PRINCIPAL SECURITIES, INC. | 9.03K | Jun 30, 26 | -29 | 0.01% |
| Sequoia Financial Advisors, LLC | 8.74K | Jun 30, 26 | +8.74K | 0.00% |
| Glass Jacobson Investment Advisors llc | 8.66K | Jun 30, 26 | +1.08K | 0.00% |
| Burton Enright Welch | 8.47K | Jun 30, 26 | -272 | 0.00% |
| Keel Point, LLC | 8.39K | Jun 30, 26 | +36 | 0.00% |
| Kapstone Financial Advisors LLC | 8.28K | Jun 30, 26 | +8.28K | 0.00% |
| Kurv Investment Management LLC | 8.02K | Jun 30, 26 | +8.02K | 0.00% |
| HighPoint Advisor Group LLC | 8.00K | Jun 30, 26 | +8.00K | 0.00% |
| North Star Investment Management Corp. | 7.97K | Jun 30, 26 | +1.38K | 0.00% |
| MONEY CONCEPTS CAPITAL CORP | 7.94K | Jun 30, 26 | -3.00K | 0.00% |
| Stratos Wealth Partners, LTD. | 7.83K | Jun 30, 26 | -579 | 0.00% |
| TRB Wealth Management, LLC | 7.73K | Jun 30, 26 | -69 | 0.00% |
| PLANNING DIRECTIONS INC | 7.71K | Jun 30, 26 | +423 | 0.00% |
| Aegis Wealth Management LLC | 7.60K | Jun 30, 26 | +2.02K | 0.00% |
| DENVER WEALTH MANAGEMENT, INC. | 7.57K | Jun 30, 26 | -5.29K | 0.00% |
| Forum Financial Management, LP | 7.48K | Jun 30, 26 | +7.48K | 0.00% |
| SAR WEALTH MANAGEMENT GROUP, LLC | 7.47K | Jun 30, 26 | +52 | 0.00% |
| Castleview Partners, LLC | 7.45K | Jun 30, 26 | +153 | 0.00% |
| J. Derek Lewis & Associates Inc. | 7.27K | Jun 30, 26 | +77 | 0.00% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 7.26K | Jun 30, 26 | +1.67K | 0.00% |
| Prime Capital Investment Advisors, LLC | 7.18K | Jun 30, 26 | +75 | 0.00% |
| CULBERTSON A N & CO INC | 7.10K | Jun 30, 26 | +450 | 0.00% |
| CWA Asset Management Group, LLC | 7.00K | Jun 30, 26 | +500 | 0.00% |
| Wealth Management Associates, Inc. | 6.95K | Jun 30, 26 | -- | 0.00% |
| Krilogy Financial LLC | 6.87K | Jun 30, 26 | +4 | 0.00% |
| THOMPSON DAVIS & CO., INC. | 6.87K | Jun 30, 26 | +6.87K | 0.00% |
| Argos Wealth Advisors, LLC | 6.86K | Jun 30, 26 | +1.94K | 0.00% |
| Mezzasalma Advisors, LLC | 6.85K | Jun 30, 26 | +6.85K | 0.00% |
| Pinnacle Wealth Management Advisory Group, LLC | 6.82K | Jun 30, 26 | +1.73K | 0.00% |
| Bath Savings Trust Co | 6.80K | Jun 30, 26 | -- | 0.00% |
| Odyssey Capital Advisors, Inc. | 6.76K | Jun 30, 26 | -433 | 0.00% |
| Prepared Retirement Institute LLC | 6.63K | Jun 30, 26 | -- | 0.00% |
| OceanIQ Capital, LLC | 6.60K | Jun 30, 26 | +6.60K | 0.00% |
| RMB Capital Management, LLC | 6.57K | Jun 30, 26 | -- | 0.00% |
| Financial Plan, Inc. | 6.51K | Jun 30, 26 | +6.51K | 0.00% |
| New Capital Management LP | 6.32K | Jun 30, 26 | -2.12K | 0.00% |
| Bulwark Capital Corp | 6.29K | Jun 30, 26 | +4.79K | 0.00% |
| CUTLER INVESTMENT COUNSEL LLC | 6.27K | Jun 30, 26 | -- | 0.00% |
| Cogent Private Wealth, Inc. | 6.10K | Jun 30, 26 | -- | 0.00% |
| Topsail Wealth Management, LLC | 6.09K | Jun 30, 26 | +6.09K | 0.00% |
| Peak Asset Management, LLC | 6.06K | Jun 30, 26 | -- | 0.00% |
| Willis Johnson & Associates, Inc. | 6.04K | Jun 30, 26 | -11.28K | 0.00% |
| Safeguard Investment Advisory Group, LLC | 6.04K | Jun 30, 26 | +6.04K | 0.00% |
| COMMERCE BANK | 6.01K | Jun 30, 26 | -- | 0.00% |
| 25 LLC | 5.96K | Jun 30, 26 | +29 | 0.00% |
| Badgley Phelps Wealth Managers, LLC | 5.92K | Jun 30, 26 | +729 | 0.00% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 5.89K | Jun 30, 26 | +557 | 0.00% |
| SeaCrest Wealth Management, LLC | 5.85K | Jun 30, 26 | -- | 0.00% |
| CHOREO, LLC | 5.84K | Jun 30, 26 | -1.55K | 0.00% |
| TAGStone Capital, Inc. | 5.74K | Jun 30, 26 | -3.40K | 0.00% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 5.72K | Jun 30, 26 | +5.72K | 0.00% |
| TERRIL BROTHERS, INC. | 5.70K | Jun 30, 26 | -- | 0.00% |
| Long Island Wealth Management, Inc. | 5.67K | Jun 30, 26 | +1.61K | 0.00% |
| WNY Asset Management, LLC | 5.62K | Jun 30, 26 | +12 | 0.00% |
| Prospera Financial Services Inc | 5.60K | Jun 30, 26 | +200 | 0.00% |
| China Universal Asset Management Co., Ltd. | 5.60K | Jun 30, 26 | +5.60K | 0.00% |
| Fortis Advisors, LLC | 5.59K | Jun 30, 26 | -23.83K | 0.00% |
| Magnus Financial Group LLC | 5.54K | Jun 30, 26 | +5.54K | 0.00% |
| Aegis Wealth Management, Inc. | 5.52K | Jun 30, 26 | -2.13K | 0.00% |
| 180 WEALTH ADVISORS, LLC | 5.50K | Jun 30, 26 | -- | 0.00% |
| Planning Center, Inc. | 5.50K | Jun 30, 26 | -- | 0.00% |
| Stonebridge Financial Group, LLC | 5.45K | Jun 30, 26 | -1.84K | 0.00% |
| Triumph Capital Management | 5.44K | Jun 30, 26 | +2.39K | 0.00% |
| Kingsview Wealth Management, LLC | 5.43K | Jun 30, 26 | +692 | 0.00% |
| INSPIRION WEALTH ADVISORS, LLC | 5.40K | Jun 30, 26 | +56 | 0.00% |
| Lido Advisors, LLC | 5.38K | Jun 30, 26 | -- | 0.00% |
| Coston, McIsaac & Partners | 5.34K | Jun 30, 26 | -157 | 0.00% |
| Summit Financial, LLC | 5.32K | Jun 30, 26 | -2.00K | 0.00% |
| Successful Portfolios LLC | 5.30K | Jun 30, 26 | -815 | 0.00% |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 5.26K | Jun 30, 26 | +165 | 0.00% |
| Capital Square, LLC | 5.14K | Jun 30, 26 | +160 | 0.00% |
| IHT Wealth Management, LLC | 5.10K | Jun 30, 26 | -307.04K | 0.00% |
| Corundum Group, Inc. | 5.07K | Jun 30, 26 | -- | 0.00% |
| Kropog Financial Group, LLC | 5.07K | Jun 30, 26 | +53 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.05K | Jun 30, 26 | -- | 0.00% |
| HANOVER ADVISORS INC | 5.00K | Jun 30, 26 | -- | 0.00% |
| Mutual Advisors, LLC | 4.96K | Jun 30, 26 | -1.06K | 0.00% |
| CURIO WEALTH, LLC | 4.94K | Jun 30, 26 | -- | 0.00% |
| INSIGNEO ADVISORY SERVICES, LLC | 4.93K | Jun 30, 26 | +819 | 0.00% |
| THOMPSON SIEGEL & WALMSLEY LLC | 4.93K | Jun 30, 26 | -- | 0.00% |
| Busey Wealth Management | 4.85K | Jun 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 4.82K | Jun 30, 26 | +1.05K | 0.00% |
| Fisher Asset Management, LLC | 4.77K | Jun 30, 26 | +11 | 0.00% |
| Pathstone Holdings, LLC | 4.74K | Jun 30, 26 | -- | 0.00% |
| Symphony Financial Services, Inc. | 4.72K | Jun 30, 26 | -- | 0.00% |
| HBK Sorce Advisory LLC | 4.72K | Jun 30, 26 | -763 | 0.00% |
| SJS Investment Consulting Inc. | 4.71K | Jun 30, 26 | +36 | 0.00% |
| GSG Advisors LLC | 4.69K | Jun 30, 26 | +27 | 0.00% |
| Financial Network Wealth Management LLC | 4.64K | Jun 30, 26 | +2 | 0.00% |
| Hopwood Financial Services, Inc. | 4.60K | Jun 30, 26 | -400 | 0.00% |
| PETTYJOHN, WOOD & WHITE, INC | 4.59K | Jun 30, 26 | -- | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 4.50K | Jun 30, 26 | -215 | 0.00% |
| Baker Ellis Asset Management LLC | 4.50K | Jun 30, 26 | +4.50K | 0.00% |
| Allen Investment Management LLC | 4.49K | Jun 30, 26 | -- | 0.00% |
| Wisconsin Wealth Advisors, LLC | 4.44K | Jun 30, 26 | -- | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 4.37K | Jun 30, 26 | +4.37K | 0.00% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.33K | Jun 30, 26 | +47 | 0.00% |
| Diversify Advisory Services, LLC | 4.33K | Jun 30, 26 | +4.33K | 0.00% |
| HOLDERNESS INVESTMENTS CO | 4.25K | Jun 30, 26 | -- | 0.00% |
| Hummer Financial Advisory Services Inc | 4.20K | Jun 30, 26 | -- | 0.00% |
| Convergence Financial, LLC | 4.16K | Jun 30, 26 | -88.52K | 0.00% |
| IEQ CAPITAL, LLC | 4.14K | Jun 30, 26 | +4.14K | 0.00% |
| BRASADA CAPITAL MANAGEMENT, LP | 4.12K | Jun 30, 26 | -1.13K | 0.00% |
| CVA Family Office, LLC | 4.08K | Jun 30, 26 | -- | 0.00% |
| Baird Financial Group, Inc. | 4.08K | Jun 30, 26 | +4.08K | 0.00% |
| Financial Perspectives, Inc | 4.04K | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 3.98K | Jun 30, 26 | +3.90K | 0.00% |
| Vanguard National Trust Co | 3.97K | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 3.31K | Jun 30, 26 | +1.49K | 0.00% |
| HUNTINGTON NATIONAL BANK | 3.25K | Jun 30, 26 | +3.25K | 0.00% |
| GFS Advisors, LLC | 3.22K | Jun 30, 26 | +3.22K | 0.00% |
| EASTERN BANK | 3.13K | Jun 30, 26 | -- | 0.00% |
| TOMPKINS FINANCIAL CORP | 2.85K | Jun 30, 26 | +2.85K | 0.00% |
| Blume Capital Management, Inc. | 2.82K | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 2.23K | Jun 30, 26 | +13 | 0.00% |
| SHP Wealth Management | 2.15K | Jun 30, 26 | -1.27K | 0.00% |
| Robinswood Financial LLC | 2.14K | Jun 30, 26 | +11 | 0.00% |
| AdvisorNet Financial, Inc | 1.97K | Jun 30, 26 | -- | 0.00% |
| Leo H. Evart, Inc. | 1.81K | Jun 30, 26 | -258 | 0.00% |
| Avalon Trust Co | 1.80K | Jun 30, 26 | -- | 0.00% |
| Financial Management Professionals, Inc. | 1.79K | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.71K | Jun 30, 26 | -- | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.68K | Jun 30, 26 | +66 | 0.00% |
| BESSEMER GROUP INC | 1.65K | Jun 30, 26 | +1.65K | 0.00% |
| FMR LLC | 1.59K | Jun 30, 26 | +346 | 0.00% |
| Cornerstone Financial Management LLC | 1.58K | Jun 30, 26 | +1.37K | 0.00% |
| Frankly Finances, LLC | 1.52K | Jun 30, 26 | -40 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 1.51K | Jun 30, 26 | +1.51K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 1.44K | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.43K | Jun 30, 26 | +678 | 0.00% |
| NBC SECURITIES, INC. | 1.39K | Jun 30, 26 | +10 | 0.00% |
| VSM Wealth Advisory, LLC | 1.38K | Jun 30, 26 | -- | 0.00% |
| Graney & King, LLC | 1.33K | Jun 30, 26 | -1.05K | 0.00% |
| Tidemark, LLC | 1.08K | Jun 30, 26 | +656 | 0.00% |
| Bank of New Hampshire | 1.03K | Jun 30, 26 | +245 | 0.00% |
| Westfuller Advisors, LLC | 1.02K | Jun 30, 26 | +10 | 0.00% |
| Dunhill Financial, LLC | 1.02K | Jun 30, 26 | -- | 0.00% |
| MONTAG A & ASSOCIATES INC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Tradewinds, LLC. | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 894 | Jun 30, 26 | +894 | 0.00% |
| Federation des caisses Desjardins du Quebec | 857 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 814 | Jun 30, 26 | +814 | 0.00% |
| NBH Bank | 744 | Jun 30, 26 | +744 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 739 | Jun 30, 26 | +739 | 0.00% |
| Cassaday & Co Wealth Management LLC | 647 | Jun 30, 26 | -- | 0.00% |
| INVESTMENT COUNSEL CO OF NEVADA | 613 | Jun 30, 26 | +613 | 0.00% |
| Front Row Advisors LLC | 600 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 553 | Jun 30, 26 | +6 | 0.00% |
| Rialto Wealth Management, LLC | 522 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 518 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 509 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 500 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 448 | Jun 30, 26 | -543 | 0.00% |
| LAM GROUP, INC. | 446 | Jun 30, 26 | +8 | 0.00% |
| Olistico Wealth, LLC | 413 | Jun 30, 26 | +7 | 0.00% |
| Parallel Advisors, LLC | 410 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 400 | Jun 30, 26 | +400 | 0.00% |
| Salomon & Ludwin, LLC | 362 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 350 | Jun 30, 26 | -150 | 0.00% |
| Aventura Private Wealth, LLC | 324 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 321 | Jun 30, 26 | -- | 0.00% |
| MCF Advisors LLC | 260 | Jun 30, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 246 | Jun 30, 26 | -- | 0.00% |
| Strengthening Families & Communities, LLC | 161 | Jun 30, 26 | +161 | 0.00% |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 140 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 90 | Jun 30, 26 | +90 | 0.00% |
| Oakworth Capital, Inc. | 85 | Jun 30, 26 | -- | 0.00% |
| GILPIN WEALTH MANAGEMENT, LLC | 62 | Jun 30, 26 | +62 | 0.00% |
| Tower Research Capital LLC (TRC) | 61 | Jun 30, 26 | -119.16K | 0.00% |
| Godfrey Financial Associates, Inc. | 36 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 33 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 30 | Jun 30, 26 | -- | 0.00% |
| ALERUS FINANCIAL NA | -- | Jun 30, 26 | -985 | -- |
| Sigma Planning Corp | -- | Jun 30, 26 | -4.71K | -- |
| BARD ASSOCIATES INC | -- | Jun 30, 26 | -209 | -- |
| Wedmont Private Capital | -- | Jun 30, 26 | -5.86K | -- |
| 49 WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -113.74K | -- |
| Heirloom Wealth Management | -- | Jun 30, 26 | -41.17K | -- |
| BOK Financial Private Wealth, Inc. | -- | Jun 30, 26 | -77 | -- |
| CAPITAL ADVISORS INC/OK | -- | Jun 30, 26 | -580.85K | -- |
| Murphy Pohlad Asset Management LLC | -- | Jun 30, 26 | -6.28K | -- |
| Tempus Wealth Planning, LLC | -- | Jun 30, 26 | -5.70K | -- |
| Principle Wealth Partners LLC | -- | Jun 30, 26 | -4.37K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -58 | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -21.73K | -- |
| Victrix Investment Advisors | -- | Jun 30, 26 | -10.39K | -- |
| EP Wealth Advisors, LLC | -- | Jun 30, 26 | -4.51K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -257.48K | -- |
| Texas Capital Bank Wealth Management Services Inc | -- | Jun 30, 26 | -6.41K | -- |
| Mills Wealth Advisors LLC | -- | Jun 30, 26 | -9.47K | -- |
| Allspring Global Investments Holdings, LLC | -- | Jun 30, 26 | -893.27K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -12.85K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -5.65K | -- |
| First Pacific Financial | -- | Jun 30, 26 | -201 | -- |
| Acumen Wealth Advisors, LLC | -- | Jun 30, 26 | -21 | -- |
| TD Waterhouse Canada Inc. | -- | Jun 30, 26 | -20.00K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -547 | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -8.23K | -- |
| Financial Futures Ltd Liability Co. | -- | Jun 30, 26 | -5.19K | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -4.44K | -- |
| Charter Oak Capital Management, LLC | 872.86K | Mar 31, 26 | +294.37K | 0.49% |
| TruWealth Advisors, LLC | 326.58K | Mar 31, 26 | +44.02K | 0.18% |
| Signature Wealth Management Group | 141.91K | Mar 31, 26 | -1.95K | 0.08% |
| Evanson Asset Management, LLC | 118.37K | Mar 31, 26 | +38.77K | 0.07% |
| U.S. Capital Wealth Advisors, LLC | 64.07K | Mar 31, 26 | +2.25K | 0.04% |
| LIFE LINE WEALTH MANAGEMENT LLC | 12.63K | Mar 31, 26 | +87 | 0.01% |
| CWM, LLC | 12.32K | Mar 31, 26 | -7.64K | 0.01% |
| McIlrath & Eck, LLC | 2.55K | Mar 31, 26 | +10 | 0.00% |
| Anchor Investment Management, LLC | 2.39K | Mar 31, 26 | +17 | 0.00% |
| Bank of Jackson Hole Trust | 744 | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -14.76K | -- |
| Clarius Group, LLC | 413.42K | Dec 31, 25 | +105.28K | 0.23% |
| MidWestOne Financial Group, Inc. | 107.41K | Dec 31, 25 | +107.41K | 0.06% |
| COMERICA BANK | 6.24K | Dec 31, 25 | +663 | 0.00% |
| VANGUARD GROUP INC | 5.39K | Dec 31, 25 | +95 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -56 | -- |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -6.20K | -- |
| PITCAIRN CO | 65.16K | Sep 30, 25 | -- | 0.04% |
| Willow Creek Wealth Management Inc. | 24.78K | Sep 30, 25 | +457 | 0.01% |
| Apexium Financial, LP | 19.31K | Sep 30, 25 | -500 | 0.01% |
| Siligmueller & Norvid Wealth Advisors LLC | 4.89K | Sep 30, 25 | -140.93K | 0.00% |
| Accredited Wealth Management, LLC | 2.83K | Sep 30, 25 | +2.57K | 0.00% |
| AllSquare Wealth Management LLC | 1.60K | Sep 30, 25 | -- | 0.00% |
| Guerra Advisors Inc | 47 | Sep 30, 25 | +47 | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -4.55K | -- |
| Sagard Holdings Management Inc. | -- | Sep 30, 25 | -70.18K | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -76.24K | -- |
| NAPATREE CAPITAL LLC | 15.23K | Mar 31, 25 | -- | 0.01% |
| Orion Portfolio Solutions, LLC | 11.23K | Mar 31, 25 | -671 | 0.01% |
| Rappaport Reiches Capital Management, LLC | 4.29K | Mar 31, 25 | -- | 0.00% |
| Cyrus J. Lawrence, LLC | -- | Mar 31, 25 | -852 | -- |
| Bray Capital Advisors | 200.40K | Dec 31, 24 | -200 | 0.11% |
| SignalPoint Asset Management, LLC | 6.99K | Dec 31, 24 | -4.45K | 0.00% |
| Axiom Advisory, LLC | 1.74M | Sep 30, 24 | -936.19K | 0.97% |
| Raymond James Financial Services Advisors, Inc. | 308.88K | Sep 30, 24 | +196.69K | 0.17% |
| Annapolis Financial Services, LLC | 101.31K | Sep 30, 24 | -29 | 0.06% |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -6.07K | -- |
| MONUMENTAL FINANCIAL GROUP INC. | -- | Sep 30, 24 | -4.70K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 12.03K | Jun 30, 24 | +5.62K | 0.01% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9.94K | Jun 30, 24 | -314 | 0.01% |
| ICA Group Wealth Management, LLC | 281 | Jun 30, 24 | -1.55K | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 181 | Jun 30, 24 | -- | 0.00% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -9.03K | -- |
| InterOcean Capital Group, LLC | 424.91K | Mar 31, 24 | +7.81K | 0.24% |
| Cetera Advisor Networks LLC | 163.41K | Mar 31, 24 | +9.42K | 0.09% |
| Cetera Advisors LLC | 21.22K | Mar 31, 24 | +7.70K | 0.01% |
| StrategIQ Financial Group, LLC | 434.19K | Dec 31, 23 | -2.87K | 0.24% |
| FOCUS FINANCIAL NETWORK INC /ADV | 125.63K | Dec 31, 23 | +125.63K | 0.07% |
| Bartlett & Co. LLC | 23.26K | Dec 31, 23 | -1.67K | 0.01% |
| Landmark Financial Advisors, LLC | 20.46K | Dec 31, 23 | -12.05K | 0.01% |
| WEALTHSOURCE PARTNERS, LLC | 9.66K | Dec 31, 23 | -- | 0.01% |
| Bridgeworth, LLC | 9.07K | Dec 31, 23 | -- | 0.01% |
| MADISON WEALTH MANAGEMENT | 126.56K | Sep 30, 23 | -4.89K | 0.07% |
| FRONT BARNETT ASSOCIATES LLC | 55.75K | Sep 30, 23 | -32.05K | 0.03% |
| TIEDEMANN ADVISORS, LLC | 40.60K | Sep 30, 23 | +40.60K | 0.02% |
| COLONY GROUP LLC | 18.80K | Sep 30, 23 | -5.97K | 0.01% |
| PATHSTONE FAMILY OFFICE, LLC | 5.30K | Sep 30, 23 | +400 | 0.00% |
| TIAA, FSB | 18.47K | Jun 30, 23 | -- | 0.01% |
| Ten Capital Wealth Advisors, LLC | 6.22K | Jun 30, 23 | +2.54K | 0.00% |
| Intercontinental Wealth Advisors, LLC | 5.00K | Jun 30, 23 | -- | 0.00% |
| Baldrige Asset Management LLC | 22.16K | Mar 31, 23 | -1.98K | 0.01% |
| Cardinal Point Wealth Management Partners, LLC | 5.81K | Mar 31, 23 | -2.04K | 0.00% |
| Fullen Financial Group | 4.23K | Mar 31, 23 | -1.00K | 0.00% |
| St. James Investment Advisors, LLC | 12.88K | Dec 31, 22 | +8.37K | 0.01% |
| GOFEN & GLOSSBERG LLC /IL/ | 8.50K | Dec 31, 22 | -2.70K | 0.00% |
| Laurel Wealth Advisors, Inc. | -- | Dec 31, 22 | -27.81K | -- |
| SP Asset Management | 159.67K | Sep 30, 22 | -14.37K | 0.09% |
| CPWM, LLC | 48.49K | Sep 30, 22 | -30.72K | 0.03% |
| RGT Wealth Advisors, LLC | 6.50K | Sep 30, 22 | -- | 0.00% |
| Portfolio Solutions, LLC | 6.08K | Sep 30, 22 | +18 | 0.00% |
| American Portfolios Advisors | 2.62K | Sep 30, 22 | +93 | 0.00% |
| B. Riley Wealth Management, Inc. | 4.50K | Jun 30, 22 | -1.50K | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 78.52K | Mar 31, 22 | -16.82K | 0.04% |
| KINGS POINT CAPITAL MANAGEMENT | 459 | Mar 31, 22 | -- | 0.00% |
| Resource Management, LLC | 80.36K | Dec 31, 21 | +12.31K | 0.04% |
| Carroll Financial Associates, Inc. | 1.37K | Dec 31, 21 | +1 | 0.00% |
| FARR MILLER & WASHINGTON LLC/DC | 8.96K | Sep 30, 21 | +250 | 0.00% |
| Cardinal Point Wealth Management LLC | 4.92K | Sep 30, 21 | +4.92K | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4.25K | Sep 30, 21 | -- | 0.00% |
| Nachman Norwood & Parrott, Inc | 4.99K | Jun 30, 21 | +4.99K | 0.00% |