Vanguard Ultra-Short Bond ETF(VUSB)

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Vanguard Ultra-Short Bond ETF(VUSB)

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VUSB(VUSB)

VUSB

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

Institutional Ownership

Top 542 Institutional Holders

Holder	Shares	Date	Change	% Held
DMKC Advisory Services, LLC	817.81K	Jun 30, 26	+811.87K	0.45%
Capital Advantage, Inc.	412.45K	Jun 30, 26	+64.55K	0.23%
ECLECTIC ASSOCIATES INC /ADV	391.08K	Jun 30, 26	+85.84K	0.22%
Eagle Capital Management, LLC	375.57K	Jun 30, 26	-14.34K	0.21%
McClarren Financial Advisors, Inc.	330.62K	Jun 30, 26	+20.82K	0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	182.58K	Jun 30, 26	-14.35K	0.10%
Spectrum Planning & Advisory Services Inc.	179.02K	Jun 30, 26	+37.00K	0.10%
Crews Bank & Trust	161.98K	Jun 30, 26	+4.53K	0.09%
Apella Capital, LLC	154.91K	Jun 30, 26	-699	0.09%
Focus Financial Network, Inc.	101.92K	Jun 30, 26	+19.84K	0.06%
ZAZOVE ASSOCIATES LLC	100.00K	Jun 30, 26	--	0.06%
SALEM INVESTMENT COUNSELORS INC	96.41K	Jun 30, 26	-6.33K	0.05%
Enclave Advisors LLC	91.08K	Jun 30, 26	+8.51K	0.05%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	90.67K	Jun 30, 26	+4.76K	0.05%
CHATHAM CAPITAL GROUP, INC.	81.25K	Jun 30, 26	+800	0.05%
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%
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%
National Wealth Management Group, LLC	61.79K	Jun 30, 26	-19.06K	0.03%
Elser Financial Planning, Inc	43.64K	Jun 30, 26	-538	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%
HBW Advisory Services LLC	40.64K	Jun 30, 26	-1.74K	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%
Strategic Investment Solutions, Inc. /IL	34.03K	Jun 30, 26	-5.72K	0.02%
Kings Path Partners LLC	27.19K	Jun 30, 26	+23.32K	0.02%
Merit Financial Group, LLC	26.84K	Jun 30, 26	-6.26K	0.01%
Ballew Advisors, Inc	26.38K	Jun 30, 26	--	0.01%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	25.04K	Jun 30, 26	+4.63K	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%
Brookstone Capital Management	19.99K	Jun 30, 26	+148	0.01%
Cypress Point Wealth Management, LLC	19.42K	Jun 30, 26	+674	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%
Wealthcare Advisory Partners LLC	15.80K	Jun 30, 26	-151	0.01%
NORTHWEST WEALTH MANAGEMENT, LLC	15.60K	Jun 30, 26	-1.13K	0.01%
SAX WEALTH ADVISORS, LLC	15.47K	Jun 30, 26	+5.71K	0.01%
Keudell/Morrison Wealth Management	15.00K	Jun 30, 26	--	0.01%
RFG Advisory, LLC	14.33K	Jun 30, 26	-100	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%
WORLD EQUITY GROUP, INC.	12.88K	Jun 30, 26	--	0.01%
William Howard & Co Financial Advisors Inc	12.48K	Jun 30, 26	--	0.01%
Farther Finance Advisors, LLC	12.02K	Jun 30, 26	+933	0.01%
Gradient Capital Advisors, LLC	11.13K	Jun 30, 26	+256	0.01%
First PREMIER Bank	10.91K	Jun 30, 26	+10.41K	0.01%
Beaird Harris Wealth Management, LLC	10.19K	Jun 30, 26	--	0.01%
Partnership Wealth Management, LLC	9.04K	Jun 30, 26	+9.04K	0.01%
Sequoia Financial Advisors, LLC	8.74K	Jun 30, 26	+8.74K	0.00%
CWA Asset Management Group, LLC	7.00K	Jun 30, 26	+500	0.00%
Bath Savings Trust Co	6.80K	Jun 30, 26	--	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%
SeaCrest Wealth Management, LLC	5.85K	Jun 30, 26	--	0.00%
Prospera Financial Services Inc	5.60K	Jun 30, 26	+200	0.00%
Magnus Financial Group LLC	5.54K	Jun 30, 26	+5.54K	0.00%
180 WEALTH ADVISORS, LLC	5.50K	Jun 30, 26	--	0.00%
Stonebridge Financial Group, LLC	5.45K	Jun 30, 26	-1.84K	0.00%
INSPIRION WEALTH ADVISORS, LLC	5.40K	Jun 30, 26	+56	0.00%
Successful Portfolios LLC	5.30K	Jun 30, 26	-815	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%
Hummer Financial Advisory Services Inc	4.20K	Jun 30, 26	--	0.00%
EASTERN BANK	3.13K	Jun 30, 26	--	0.00%
TOMPKINS FINANCIAL CORP	2.85K	Jun 30, 26	+2.85K	0.00%
Financial Management Professionals, Inc.	1.79K	Jun 30, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	1.71K	Jun 30, 26	--	0.00%
ZRC WEALTH MANAGEMENT, LLC	1.51K	Jun 30, 26	+1.51K	0.00%
Bank of New Hampshire	1.03K	Jun 30, 26	+245	0.00%
LAM GROUP, INC.	446	Jun 30, 26	+8	0.00%
Olistico Wealth, LLC	413	Jun 30, 26	+7	0.00%
Victrix Investment Advisors	--	Jun 30, 26	-10.39K	--
Wedmont Private Capital	--	Jun 30, 26	-5.86K	--
Mills Wealth Advisors LLC	--	Jun 30, 26	-9.47K	--
JPMORGAN CHASE & CO	25.18M	Mar 31, 26	+97.60K	13.99%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	8.81M	Mar 31, 26	+8.81M	4.89%
WELLS FARGO & COMPANY/MN	3.61M	Mar 31, 26	+765.84K	2.01%
Bramshill Investments, LLC	3.10M	Mar 31, 26	-58.09K	1.72%
BANK OF AMERICA CORP /DE/	2.99M	Mar 31, 26	-269.86K	1.66%
Kensington Asset Management, LLC	2.85M	Mar 31, 26	+1.75M	1.59%
LPL Financial LLC	2.53M	Mar 31, 26	+515.24K	1.40%
Ronald Blue Trust, Inc.	2.01M	Mar 31, 26	+63.16K	1.12%
HighTower Advisors, LLC	1.76M	Mar 31, 26	+141.02K	0.98%
Avion Wealth	1.43M	Mar 31, 26	+121.80K	0.80%
Wharton Business Group, LLC	1.42M	Mar 31, 26	+5.67K	0.79%
Pacific Center for Financial Services	1.12M	Mar 31, 26	+121.96K	0.62%
Allspring Global Investments Holdings, LLC	893.27K	Mar 31, 26	+892.73K	0.50%
Clearstead Advisors, LLC	881.61K	Mar 31, 26	+881.61K	0.49%
Charter Oak Capital Management, LLC	872.86K	Mar 31, 26	+294.37K	0.48%
RAYMOND JAMES FINANCIAL INC	833.62K	Mar 31, 26	+138.31K	0.46%
ROYAL BANK OF CANADA	696.30K	Mar 31, 26	+251.91K	0.39%
Red Wave Investments LLC	660.08K	Mar 31, 26	+6.34K	0.37%
COMMONWEALTH EQUITY SERVICES, LLC	646.92K	Mar 31, 26	+119.59K	0.36%
CAPITAL ADVISORS INC/OK	580.85K	Mar 31, 26	+580.85K	0.32%
Fortitude Advisory Group L.L.C.	548.52K	Mar 31, 26	+40.23K	0.30%
Waverly Advisors, LLC	521.18K	Mar 31, 26	+112.05K	0.29%
Fonville Wealth Management LLC	494.49K	Mar 31, 26	+11.61K	0.27%
Alpha Omega Wealth Management LLC	491.57K	Mar 31, 26	+11.05K	0.27%
MML INVESTORS SERVICES, LLC	481.14K	Mar 31, 26	+451	0.27%
Spectrum Asset Management, Inc. (NB/CA)	466.56K	Mar 31, 26	+14.16K	0.26%
Advisory Services Network, LLC	463.55K	Mar 31, 26	+380.54K	0.26%
Global Wealth Management, LLC	440.25K	Mar 31, 26	+61.18K	0.24%
LOWE BROCKENBROUGH & CO INC	435.00K	Mar 31, 26	+26.29K	0.24%
TITLEIST ASSET MANAGEMENT, LLC	416.13K	Mar 31, 26	+59.10K	0.23%
NKCFO LLC	403.60K	Mar 31, 26	+34.35K	0.22%
M Holdings Securities, Inc.	378.99K	Mar 31, 26	+256.23K	0.21%
Coyle Financial Counsel LLC	369.91K	Mar 31, 26	+7.95K	0.21%
ADVISOR GROUP HOLDINGS, INC.	365.24K	Mar 31, 26	+78.25K	0.20%
David Kennon Inc	360.20K	Mar 31, 26	-32.09K	0.20%
STIFEL FINANCIAL CORP	346.01K	Mar 31, 26	+43.36K	0.19%
Valtinson Bruner Financial Planning LLC	340.38K	Mar 31, 26	-4.27K	0.19%
HORIZON KINETICS ASSET MANAGEMENT LLC	339.05K	Mar 31, 26	-3.49K	0.19%
TruWealth Advisors, LLC	326.58K	Mar 31, 26	+44.02K	0.18%
CITADEL ADVISORS LLC	319.61K	Mar 31, 26	+319.61K	0.18%
IHT Wealth Management, LLC	312.14K	Mar 31, 26	+187.75K	0.17%
McClarren Financial Advisors, Inc.	309.80K	Mar 31, 26	+229.99K	0.17%
AE Wealth Management LLC	305.29K	Mar 31, 26	+119.57K	0.17%
Cetera Investment Advisers	301.21K	Mar 31, 26	+84.32K	0.17%
BlueChip Wealth Advisors LLC	295.91K	Mar 31, 26	+57.64K	0.16%
Mariner, LLC	276.54K	Mar 31, 26	+143.54K	0.15%
Resources Investment Advisors, LLC.	272.83K	Mar 31, 26	-10.78K	0.15%
Kestra Advisory Services, LLC	271.65K	Mar 31, 26	+9.26K	0.15%
Chicago Partners Investment Group LLC	264.94K	Mar 31, 26	+137.41K	0.15%
FOUNDERS GROVE WEALTH PARTNERS, LLC	263.55K	Mar 31, 26	+17.63K	0.15%
Mesirow Financial Investment Management, Inc.	260.30K	Mar 31, 26	+123.47K	0.14%
JANE STREET GROUP, LLC	257.48K	Mar 31, 26	+257.48K	0.14%
CAPTRUST FINANCIAL ADVISORS	256.49K	Mar 31, 26	-22.24K	0.14%
Colony Group, LLC	247.18K	Mar 31, 26	-20.34K	0.14%
CFO4Life Group, LLC	244.43K	Mar 31, 26	-51.67K	0.14%
KITCHING PARTNERS, LLC	237.94K	Mar 31, 26	+17.48K	0.13%
Colony Family Offices, LLC	236.58K	Mar 31, 26	-13.11K	0.13%
CWC Advisors, LLC.	234.84K	Mar 31, 26	+135.18K	0.13%
Leeward Financial Partners, LLC	221.04K	Mar 31, 26	+64.70K	0.12%
HARBOUR INVESTMENT MANAGEMENT LLC	210.16K	Mar 31, 26	+68.55K	0.12%
SpringVest Wealth Management LLC	199.81K	Mar 31, 26	-3.91K	0.11%
HTG Investment Advisors, Inc.	193.73K	Mar 31, 26	+70.55K	0.11%
KEYNOTE FINANCIAL SERVICES LLC	177.58K	Mar 31, 26	+30.37K	0.10%
Cambridge Investment Research Advisors, Inc.	174.02K	Mar 31, 26	+4.14K	0.10%
BLAIR WILLIAM & CO/IL	172.72K	Mar 31, 26	-1.92K	0.10%
NVWM, LLC	164.96K	Mar 31, 26	+7.60K	0.09%
Warwick Investment Management, Inc.	163.53K	Mar 31, 26	+108.24K	0.09%
Sentinus, LLC	163.43K	Mar 31, 26	-24.78K	0.09%
ENVESTNET ASSET MANAGEMENT INC	162.85K	Mar 31, 26	-26.56K	0.09%
Crews Bank & Trust	157.45K	Mar 31, 26	+24.14K	0.09%
EVERETT HARRIS & CO /CA/	147.25K	Mar 31, 26	+7.85K	0.08%
Steward Partners Investment Advisory, LLC	147.09K	Mar 31, 26	+4.51K	0.08%
Signature Wealth Management Group	141.91K	Mar 31, 26	-1.95K	0.08%
FOUNDERS FINANCIAL SECURITIES LLC	131.41K	Mar 31, 26	+22.93K	0.07%
Beaumont Asset Management, L.L.C.	128.88K	Mar 31, 26	+128.88K	0.07%
CI Private Wealth, LLC	119.54K	Mar 31, 26	+4.20K	0.07%
Tower Research Capital LLC (TRC)	119.22K	Mar 31, 26	+119.22K	0.07%
Evanson Asset Management, LLC	118.37K	Mar 31, 26	+38.77K	0.07%
Pine Harbor Wealth Management, LLC	117.62K	Mar 31, 26	+5.84K	0.07%
VERUS CAPITAL PARTNERS, LLC	117.39K	Mar 31, 26	+18.57K	0.07%
NICOLET BANKSHARES INC	116.90K	Mar 31, 26	+116.90K	0.06%
49 WEALTH MANAGEMENT, LLC	113.74K	Mar 31, 26	+113.74K	0.06%
Capital Analysts, LLC	112.23K	Mar 31, 26	-14.76K	0.06%
Paragon Private Wealth Management, LLC	104.03K	Mar 31, 26	+6.16K	0.06%
Fischer Financial Services, Inc.	103.52K	Mar 31, 26	+1.62K	0.06%
MorganRosel Wealth Management, LLC	100.79K	Mar 31, 26	-67.50K	0.06%
ZAZOVE ASSOCIATES LLC	100.00K	Mar 31, 26	--	0.06%
Beacon Pointe Advisors, LLC	96.20K	Mar 31, 26	+7.50K	0.05%
Palisades Hudson Asset Management, L.P.	95.24K	Mar 31, 26	+8.41K	0.05%
Modera Wealth Management, LLC	94.96K	Mar 31, 26	-6.43K	0.05%
SAGE RHINO CAPITAL LLC	93.50K	Mar 31, 26	-22.25K	0.05%
Convergence Financial, LLC	92.68K	Mar 31, 26	+88.32K	0.05%
WEALTHSPAN PARTNERS, LLC	92.02K	Mar 31, 26	+92.02K	0.05%
Capital Investment Services of America, Inc.	91.88K	Mar 31, 26	+12.40K	0.05%
Hikari Power Ltd	90.62K	Mar 31, 26	+90.62K	0.05%
UBS Group AG	88.68K	Mar 31, 26	+78.49K	0.05%
Greenspring Advisors, LLC	87.74K	Mar 31, 26	+23.43K	0.05%
LOWERY THOMAS, LLC	85.62K	Mar 31, 26	+10.12K	0.05%
ASPIRIANT, LLC	85.61K	Mar 31, 26	-3.11K	0.05%
Rockefeller Capital Management L.P.	85.40K	Mar 31, 26	+21.77K	0.05%
Walker Financial Services, Inc.	82.15K	Mar 31, 26	+1.03K	0.05%
ADVISORY RESEARCH INC	81.92K	Mar 31, 26	+8.51K	0.05%
Mustard Seed Financial, LLC	80.01K	Mar 31, 26	+27.32K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	79.16K	Mar 31, 26	+8.74K	0.04%
Kathmere Capital Management, LLC	77.50K	Mar 31, 26	-7.79K	0.04%
Valmark Advisers, Inc.	75.63K	Mar 31, 26	+17.93K	0.04%
CENTRAL TRUST Co	75.45K	Mar 31, 26	+923	0.04%
Betterment LLC	70.86K	Mar 31, 26	+13.54K	0.04%
Pillar Financial Advisors, LLC	70.56K	Mar 31, 26	-410	0.04%
Belpointe Asset Management LLC	68.95K	Mar 31, 26	+33.23K	0.04%
JONES FINANCIAL COMPANIES LLLP	67.46K	Mar 31, 26	+19.97K	0.04%
Root Financial Partners, LLC	66.73K	Mar 31, 26	+25.55K	0.04%
MAI Capital Management	66.17K	Mar 31, 26	-620	0.04%
CARY STREET PARTNERS FINANCIAL LLC	65.54K	Mar 31, 26	+5.13K	0.04%
U.S. Capital Wealth Advisors, LLC	64.07K	Mar 31, 26	+2.25K	0.04%
CWS Financial Advisors, LLC	63.97K	Mar 31, 26	+17.04K	0.04%
Aberdeen Wealth Management LLC	63.41K	Mar 31, 26	+63.41K	0.04%
Creative Planning	63.41K	Mar 31, 26	-1.82K	0.04%
AlphaCore Capital LLC	63.09K	Mar 31, 26	--	0.04%
Lebenthal Global Advisors, LLC	57.42K	Mar 31, 26	+222	0.03%
Lakewood Asset Management LLC	57.24K	Mar 31, 26	+4.13K	0.03%
Pensionmark Financial Group, LLC	56.88K	Mar 31, 26	+625	0.03%
Integrated Wealth Concepts LLC	55.87K	Mar 31, 26	-2.21K	0.03%
GeoWealth Management, LLC	54.82K	Mar 31, 26	-327	0.03%
SP Asset Management LLC	54.51K	Mar 31, 26	-19.89K	0.03%
Stirlingshire Investments, Inc.	53.34K	Mar 31, 26	+12.41K	0.03%
Cascades Capital Asset Management, LLC	52.74K	Mar 31, 26	+52.74K	0.03%
Avidian Wealth Solutions, LLC	51.37K	Mar 31, 26	+2.90K	0.03%
Empowered Funds, LLC	51.31K	Mar 31, 26	+672	0.03%
Evergreen Wealth Management, LLC	51.11K	Mar 31, 26	+4.59K	0.03%
Dorsey & Whitney Trust CO LLC	50.30K	Mar 31, 26	-3.02K	0.03%
Applied Capital LLC	47.52K	Mar 31, 26	+65	0.03%
Sanctuary Advisors, LLC	46.85K	Mar 31, 26	-3.89K	0.03%
Two West Capital Advisors LLC	45.48K	Mar 31, 26	+1.32K	0.03%
EQUITY INVESTMENT CORP	45.48K	Mar 31, 26	-1.13K	0.03%
Wingate Wealth Advisors, Inc.	45.13K	Mar 31, 26	+4.02K	0.03%
Plum Street Advisors, LLC	44.53K	Mar 31, 26	-10.38K	0.02%
Clearwater Capital Advisors, LLC	42.44K	Mar 31, 26	-1.69K	0.02%
Equitable Holdings, Inc.	42.36K	Mar 31, 26	+35.77K	0.02%
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	41.84K	Mar 31, 26	--	0.02%
Janney Montgomery Scott LLC	41.28K	Mar 31, 26	+27.02K	0.02%
Heirloom Wealth Management	41.17K	Mar 31, 26	+41.17K	0.02%
TrueWealth Financial Partners	40.97K	Mar 31, 26	+40.97K	0.02%
Compass Financial Group, Inc.	39.90K	Mar 31, 26	+337	0.02%
HB Wealth Management, LLC	39.56K	Mar 31, 26	-4.70K	0.02%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	39.00K	Mar 31, 26	+39.00K	0.02%
Vise Technologies, Inc.	38.70K	Mar 31, 26	--	0.02%
TD Capital Management LLC	37.94K	Mar 31, 26	-6.38K	0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC	37.89K	Mar 31, 26	+18.32K	0.02%
Sanibel Captiva Trust Company, Inc.	37.83K	Mar 31, 26	+5.85K	0.02%
BENJAMIN EDWARDS INC	37.76K	Mar 31, 26	-18.65K	0.02%
Global Trust Asset Management, LLC	37.60K	Mar 31, 26	+11.10K	0.02%
BOSTON FAMILY OFFICE LLC	37.56K	Mar 31, 26	+3.81K	0.02%
Zhang Financial LLC	36.46K	Mar 31, 26	-4.96K	0.02%
Roberts Wealth Advisors, LLC	36.29K	Mar 31, 26	-44.09K	0.02%
TFO-TDC, LLC	36.03K	Mar 31, 26	+22.14K	0.02%
Camarda Financial Advisors, LLC	35.87K	Mar 31, 26	+171	0.02%
OPPENHEIMER & CO INC	34.98K	Mar 31, 26	-2.11K	0.02%
FLAGSHIP HARBOR ADVISORS, LLC	34.46K	Mar 31, 26	-769	0.02%
DAYMARK WEALTH PARTNERS, LLC	33.37K	Mar 31, 26	-950	0.02%
MontVue Capital Management, Inc.	33.33K	Mar 31, 26	--	0.02%
NewEdge Wealth, LLC	31.72K	Mar 31, 26	-19.48K	0.02%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	31.46K	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	30.65K	Mar 31, 26	+15.22K	0.02%
EverSource Wealth Advisors, LLC	29.88K	Mar 31, 26	+355	0.02%
Fortis Advisors, LLC	29.42K	Mar 31, 26	-313.50K	0.02%
Alpine Bank Wealth Management	28.36K	Mar 31, 26	-43.48K	0.02%
Prudent Man Investment Management, Inc.	27.77K	Mar 31, 26	--	0.02%
D.A. DAVIDSON & CO.	27.61K	Mar 31, 26	+1.64K	0.02%
Roble, Belko & Company, Inc	27.54K	Mar 31, 26	+6	0.02%
Verus Financial Partners, Inc.	27.25K	Mar 31, 26	+293	0.02%
TRUIST FINANCIAL CORP	27.19K	Mar 31, 26	+1.27K	0.02%
Texas Yale Capital Corp.	26.70K	Mar 31, 26	-1.50K	0.01%
R.H. Investment Group, LLC	26.40K	Mar 31, 26	+6.00K	0.01%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	26.30K	Mar 31, 26	-1.54K	0.01%
MORGAN STANLEY	26.20K	Mar 31, 26	+12.30K	0.01%
BEESE FULMER INVESTMENT MANAGEMENT, INC.	25.57K	Mar 31, 26	--	0.01%
CAHILL FINANCIAL ADVISORS INC	25.14K	Mar 31, 26	+74	0.01%
OPTIMA CAPITAL LLC	24.77K	Mar 31, 26	+24.77K	0.01%
Financial Engines Advisors L.L.C.	24.16K	Mar 31, 26	+5.99K	0.01%
TriaGen Wealth Management LLC	23.87K	Mar 31, 26	-1.62K	0.01%
Ausdal Financial Partners, Inc.	23.62K	Mar 31, 26	+7.25K	0.01%
CARDIFF PARK ADVISORS, LLC	22.84K	Mar 31, 26	-3.30K	0.01%
Joseph Group Capital Management	22.82K	Mar 31, 26	+3.06K	0.01%
Bouchey Financial Group Ltd	22.24K	Mar 31, 26	-3.17K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	21.82K	Mar 31, 26	+20.10K	0.01%
Outlook Wealth Advisors, LLC	21.75K	Mar 31, 26	-283	0.01%
Brinker Capital Investments, LLC	21.73K	Mar 31, 26	-5.79K	0.01%
Core Wealth Advisors, Inc.	21.34K	Mar 31, 26	-1	0.01%
Buckingham Strategic Partners	21.15K	Mar 31, 26	+21.15K	0.01%
Manchester Capital Management LLC	20.92K	Mar 31, 26	--	0.01%
Avestar Capital, LLC	20.10K	Mar 31, 26	--	0.01%
TD Waterhouse Canada Inc.	20.00K	Mar 31, 26	-645	0.01%
Life Planning Partners, Inc	19.59K	Mar 31, 26	+5	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	19.31K	Mar 31, 26	-1	0.01%
Cerity Partners LLC	19.11K	Mar 31, 26	+14.76K	0.01%
Powerhouse Assets LLC	19.00K	Mar 31, 26	+536	0.01%
Concurrent Investment Advisors, LLC	18.75K	Mar 31, 26	+10.18K	0.01%
Cypress Point Wealth Management, LLC	18.75K	Mar 31, 26	+5.39K	0.01%
PEAPACK GLADSTONE FINANCIAL CORP	17.88K	Mar 31, 26	-1.39K	0.01%
NAPLES GLOBAL ADVISORS, LLC	17.65K	Mar 31, 26	+1.00K	0.01%
REGATTA CAPITAL GROUP, LLC	17.37K	Mar 31, 26	+4.04K	0.01%
Willis Johnson & Associates, Inc.	17.32K	Mar 31, 26	+17.32K	0.01%
Index Fund Advisors, Inc.	16.88K	Mar 31, 26	+16.88K	0.01%
Cheviot Value Management, LLC	16.80K	Mar 31, 26	--	0.01%
Gladstone Institutional Advisory LLC	16.20K	Mar 31, 26	-284	0.01%
Allworth Financial LP	15.88K	Mar 31, 26	+4.04K	0.01%
Ruedi Wealth Management, Inc.	15.77K	Mar 31, 26	+89	0.01%
Compass Financial Group, INC/SD	15.06K	Mar 31, 26	+364	0.01%
WESCAP Management Group, Inc.	15.04K	Mar 31, 26	-83	0.01%
Keudell/Morrison Wealth Management	15.00K	Mar 31, 26	+5.00K	0.01%
Carnegie Lake Advisors LLC	14.70K	Mar 31, 26	+699	0.01%
Daner Wealth Management, LLC	14.49K	Mar 31, 26	+396	0.01%
NewEdge Advisors, LLC	14.08K	Mar 31, 26	+503	0.01%
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	13.81K	Mar 31, 26	--	0.01%
STEPHENS INC /AR/	13.36K	Mar 31, 26	+13.36K	0.01%
Latitude Advisors, LLC	13.19K	Mar 31, 26	-445	0.01%
Nikulski Financial, Inc.	12.89K	Mar 31, 26	+2.09K	0.01%
DENVER WEALTH MANAGEMENT, INC.	12.86K	Mar 31, 26	+12.86K	0.01%
TWO SIGMA SECURITIES, LLC	12.85K	Mar 31, 26	+12.85K	0.01%
Essential Planning, LLC.	12.73K	Mar 31, 26	+5.40K	0.01%
LIFE LINE WEALTH MANAGEMENT LLC	12.63K	Mar 31, 26	+87	0.01%
Per Stirling Capital Management, LLC.	12.57K	Mar 31, 26	-303	0.01%
CWM, LLC	12.32K	Mar 31, 26	-7.64K	0.01%
SAM Advisors, LLC	12.30K	Mar 31, 26	+308	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	12.09K	Mar 31, 26	-500	0.01%
Vident Advisory, LLC	11.75K	Mar 31, 26	+5.88K	0.01%
MGO ONE SEVEN LLC	11.59K	Mar 31, 26	+11.59K	0.01%
WBH ADVISORY INC	11.59K	Mar 31, 26	--	0.01%
MAINSAIL ASSET MANAGEMENT, LLC	11.49K	Mar 31, 26	-3.79K	0.01%
Ballentine Capital Advisors, Inc	11.47K	Mar 31, 26	+4.54K	0.01%
PINNACLE ASSOCIATES LTD	11.45K	Mar 31, 26	+200	0.01%
MERCER GLOBAL ADVISORS INC /ADV	11.45K	Mar 31, 26	+1.91K	0.01%
CENTRAL VALLEY ADVISORS, LLC	11.24K	Mar 31, 26	+11.24K	0.01%
Farther Finance Advisors, LLC	11.09K	Mar 31, 26	+1.28K	0.01%
MONEY CONCEPTS CAPITAL CORP	10.94K	Mar 31, 26	+4.84K	0.01%
Joel Adams & Associates, Inc.	10.70K	Mar 31, 26	+10.70K	0.01%
Private Advisor Group, LLC	10.48K	Mar 31, 26	+637	0.01%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC	10.45K	Mar 31, 26	--	0.01%
AQR CAPITAL MANAGEMENT LLC	10.32K	Mar 31, 26	+1.01K	0.01%
Midwest Trust Co	10.14K	Mar 31, 26	+83	0.01%
Retirement Planning Group	10.09K	Mar 31, 26	-781	0.01%
New Hampshire Trust	10.05K	Mar 31, 26	--	0.01%
Quadrant Private Wealth Management, LLC	9.72K	Mar 31, 26	-5.54K	0.01%
WESBANCO BANK INC	9.55K	Mar 31, 26	+2.01K	0.01%
Savant Capital, LLC	9.24K	Mar 31, 26	-186	0.01%
MidAtlantic Capital Management, Inc.	9.19K	Mar 31, 26	+37	0.01%
TAGStone Capital, Inc.	9.14K	Mar 31, 26	+3.16K	0.01%
Goldstone Financial Group, LLC	9.07K	Mar 31, 26	+9.07K	0.01%
PRINCIPAL SECURITIES, INC.	9.05K	Mar 31, 26	-379	0.01%
Family CFO Inc	8.59K	Mar 31, 26	-3.05K	0.00%
Stratos Wealth Partners, LTD.	8.41K	Mar 31, 26	-14.85K	0.00%
HOWARD WEALTH MANAGEMENT, LLC	8.40K	Mar 31, 26	+1.90K	0.00%
Keel Point, LLC	8.36K	Mar 31, 26	+23	0.00%
Bank of New York Mellon Corp	8.23K	Mar 31, 26	-4.52K	0.00%
Glass Jacobson Investment Advisors llc	7.58K	Mar 31, 26	+3.51K	0.00%
SAR WEALTH MANAGEMENT GROUP, LLC	7.42K	Mar 31, 26	+34	0.00%
CHOREO, LLC	7.39K	Mar 31, 26	+7.39K	0.00%
Summit Financial, LLC	7.31K	Mar 31, 26	+7.31K	0.00%
Castleview Partners, LLC	7.30K	Mar 31, 26	+534	0.00%
PLANNING DIRECTIONS INC	7.29K	Mar 31, 26	+11	0.00%
PARK AVENUE SECURITIES LLC	7.18K	Mar 31, 26	+2.82K	0.00%
Prime Capital Investment Advisors, LLC	7.11K	Mar 31, 26	+49	0.00%
Wealth Management Associates, Inc.	6.95K	Mar 31, 26	-500	0.00%
FIFTH THIRD BANCORP	6.91K	Mar 31, 26	-432	0.00%
Krilogy Financial LLC	6.87K	Mar 31, 26	-13	0.00%
Jacobi Capital Management LLC	6.66K	Mar 31, 26	--	0.00%
CULBERTSON A N & CO INC	6.65K	Mar 31, 26	-400	0.00%
Prepared Retirement Institute LLC	6.63K	Mar 31, 26	--	0.00%
North Star Investment Management Corp.	6.59K	Mar 31, 26	-2.66K	0.00%
RMB Capital Management, LLC	6.57K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	6.50K	Mar 31, 26	+902	0.00%
Texas Capital Bank Wealth Management Services Inc	6.41K	Mar 31, 26	-6.32K	0.00%
Murphy Pohlad Asset Management LLC	6.28K	Mar 31, 26	+500	0.00%
Peak Asset Management, LLC	6.06K	Mar 31, 26	--	0.00%
Mutual Advisors, LLC	6.02K	Mar 31, 26	+506	0.00%
COMMERCE BANK	6.01K	Mar 31, 26	+6.01K	0.00%
25 LLC	5.93K	Mar 31, 26	-937	0.00%
Tempus Wealth Planning, LLC	5.70K	Mar 31, 26	-454	0.00%
TERRIL BROTHERS, INC.	5.70K	Mar 31, 26	--	0.00%
Gateway Wealth Partners, LLC	5.65K	Mar 31, 26	+5.65K	0.00%
WNY Asset Management, LLC	5.60K	Mar 31, 26	+5.60K	0.00%
SILVERLAKE WEALTH MANAGEMENT LLC	5.59K	Mar 31, 26	--	0.00%
Aegis Wealth Management LLC	5.58K	Mar 31, 26	+38	0.00%
Planning Center, Inc.	5.50K	Mar 31, 26	-511	0.00%
Coston, McIsaac & Partners	5.50K	Mar 31, 26	-261	0.00%
HBK Sorce Advisory LLC	5.48K	Mar 31, 26	-188	0.00%
CreativeOne Wealth, LLC	5.45K	Mar 31, 26	+5.45K	0.00%
Prospera Financial Services Inc	5.40K	Mar 31, 26	--	0.00%
Lido Advisors, LLC	5.38K	Mar 31, 26	-137	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	5.34K	Mar 31, 26	-505	0.00%
BRASADA CAPITAL MANAGEMENT, LP	5.25K	Mar 31, 26	-1.13K	0.00%
Financial Futures Ltd Liability Co.	5.19K	Mar 31, 26	-11.19K	0.00%
Badgley Phelps Wealth Managers, LLC	5.19K	Mar 31, 26	--	0.00%
Pinnacle Wealth Management Advisory Group, LLC	5.09K	Mar 31, 26	+5.09K	0.00%
SIGNAL TREE FINANCIAL PARTNERS LLC	5.09K	Mar 31, 26	-33.10K	0.00%
Corundum Group, Inc.	5.07K	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	5.05K	Mar 31, 26	-214	0.00%
Hopwood Financial Services, Inc.	5.00K	Mar 31, 26	--	0.00%
HANOVER ADVISORS INC	5.00K	Mar 31, 26	--	0.00%
Capital Square, LLC	4.99K	Mar 31, 26	-666	0.00%
CURIO WEALTH, LLC	4.94K	Mar 31, 26	--	0.00%
THOMPSON SIEGEL & WALMSLEY LLC	4.93K	Mar 31, 26	+4.93K	0.00%
Busey Wealth Management	4.85K	Mar 31, 26	--	0.00%
Fisher Asset Management, LLC	4.76K	Mar 31, 26	-155	0.00%
Pathstone Holdings, LLC	4.74K	Mar 31, 26	--	0.00%
Kingsview Wealth Management, LLC	4.74K	Mar 31, 26	-468	0.00%
Symphony Financial Services, Inc.	4.72K	Mar 31, 26	-300	0.00%
RITHOLTZ WEALTH MANAGEMENT	4.72K	Mar 31, 26	+216	0.00%
Sigma Planning Corp	4.71K	Mar 31, 26	+29	0.00%
SJS Investment Consulting Inc.	4.68K	Mar 31, 26	+457	0.00%
GSG Advisors LLC	4.66K	Mar 31, 26	+17	0.00%
Financial Network Wealth Management LLC	4.64K	Mar 31, 26	-420	0.00%
PETTYJOHN, WOOD & WHITE, INC	4.59K	Mar 31, 26	--	0.00%
EP Wealth Advisors, LLC	4.51K	Mar 31, 26	-32	0.00%
Allen Investment Management LLC	4.49K	Mar 31, 26	+399	0.00%
Foundations Investment Advisors, LLC	4.44K	Mar 31, 26	+147	0.00%
Principle Wealth Partners LLC	4.37K	Mar 31, 26	--	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	4.28K	Mar 31, 26	+40	0.00%
HOLDERNESS INVESTMENTS CO	4.25K	Mar 31, 26	--	0.00%
INSIGNEO ADVISORY SERVICES, LLC	4.12K	Mar 31, 26	-116	0.00%
CVA Family Office, LLC	4.08K	Mar 31, 26	-600	0.00%
Long Island Wealth Management, Inc.	4.06K	Mar 31, 26	+4.06K	0.00%
Financial Perspectives, Inc	4.04K	Mar 31, 26	--	0.00%
Vanguard National Trust Co	3.97K	Mar 31, 26	+3.97K	0.00%
Tradewinds Capital Management, LLC	3.78K	Mar 31, 26	+3.78K	0.00%
Triumph Capital Management	3.05K	Mar 31, 26	+2.43K	0.00%
US BANCORP \DE\	2.83K	Mar 31, 26	+569	0.00%
Blume Capital Management, Inc.	2.82K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	2.55K	Mar 31, 26	+10	0.00%
Evolution Advisers, Inc.	2.52K	Mar 31, 26	+2.52K	0.00%
Anchor Investment Management, LLC	2.39K	Mar 31, 26	+17	0.00%
Graney & King, LLC	2.37K	Mar 31, 26	-35	0.00%
Golden State Wealth Management, LLC	2.22K	Mar 31, 26	+8	0.00%
Leo H. Evart, Inc.	2.07K	Mar 31, 26	+2.07K	0.00%
AdvisorNet Financial, Inc	1.97K	Mar 31, 26	-245	0.00%
VANGUARD ADVISERS INC	1.82K	Mar 31, 26	+1.82K	0.00%
Avalon Trust Co	1.80K	Mar 31, 26	+800	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1.61K	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	1.44K	Mar 31, 26	--	0.00%
VSM Wealth Advisory, LLC	1.38K	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	1.38K	Mar 31, 26	-171	0.00%
FMR LLC	1.25K	Mar 31, 26	+153	0.00%
Dunhill Financial, LLC	1.02K	Mar 31, 26	--	0.00%
Westfuller Advisors, LLC	1.01K	Mar 31, 26	+7	0.00%
IFP Advisors, Inc	991	Mar 31, 26	-5.86K	0.00%
ALERUS FINANCIAL NA	985	Mar 31, 26	+985	0.00%
Federation des caisses Desjardins du Quebec	857	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	750	Mar 31, 26	--	0.00%
Bank of Jackson Hole Trust	744	Mar 31, 26	--	0.00%
Cassaday & Co Wealth Management LLC	647	Mar 31, 26	+647	0.00%
Front Row Advisors LLC	600	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	547	Mar 31, 26	+3	0.00%
Lloyd Advisory Services, LLC.	547	Mar 31, 26	+547	0.00%
Rialto Wealth Management, LLC	522	Mar 31, 26	+80	0.00%
ASSETMARK, INC	518	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	509	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	500	Mar 31, 26	-1.00K	0.00%
BANK OF MONTREAL /CAN/	500	Mar 31, 26	-134.46K	0.00%
Tidemark, LLC	424	Mar 31, 26	+3	0.00%
Parallel Advisors, LLC	410	Mar 31, 26	--	0.00%
Salomon & Ludwin, LLC	362	Mar 31, 26	-260	0.00%
Smartleaf Asset Management LLC	321	Mar 31, 26	-6.25K	0.00%
MCF Advisors LLC	260	Mar 31, 26	--	0.00%
Nemes Rush Group LLC	246	Mar 31, 26	+246	0.00%
BARD ASSOCIATES INC	209	Mar 31, 26	+209	0.00%
First Pacific Financial	201	Mar 31, 26	+201	0.00%
Oakworth Capital, Inc.	85	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	80	Mar 31, 26	--	0.00%
BOK Financial Private Wealth, Inc.	77	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	58	Mar 31, 26	+58	0.00%
Geneos Wealth Management Inc.	33	Mar 31, 26	--	0.00%
Darwin Wealth Management, LLC	30	Mar 31, 26	+30	0.00%
HAZLETT, BURT & WATSON, INC.	--	Mar 31, 26	-6.19K	--
Crewe Advisors LLC	--	Mar 31, 26	-991	--
Berger Financial Group, Inc	--	Mar 31, 26	-9.07K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-1.00K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-13.74K	--
Safe Harbor Fiduciary, LLC	--	Mar 31, 26	-588	--
Capstone Triton Financial Group, LLC	--	Mar 31, 26	-7.83K	--
INTREPID FAMILY OFFICE LLC	--	Mar 31, 26	-32.50K	--
Rockbridge Investment Management, LCC	--	Mar 31, 26	-6.08K	--
HM PAYSON & CO	--	Mar 31, 26	-105	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-166.32K	--
Galvin, Gaustad & Stein, LLC	--	Mar 31, 26	-6.67K	--
TSFG, LLC	--	Mar 31, 26	-81	--
COOKSON PEIRCE & CO INC	--	Mar 31, 26	-5.38K	--
Pinnacle Bancorp, Inc.	--	Mar 31, 26	-200	--
HRT FINANCIAL LP	--	Mar 31, 26	-63.91K	--
StoneX Group Inc.	--	Mar 31, 26	-5.33K	--
SOL Capital Management CO	--	Mar 31, 26	-14.76K	--
Allegheny Financial Group LTD	--	Mar 31, 26	-8.35K	--
Clarius Group, LLC	413.42K	Dec 31, 25	+105.28K	0.23%
Schulz Wealth, LTD.	177.47K	Dec 31, 25	+7.82K	0.10%
MidWestOne Financial Group, Inc.	107.41K	Dec 31, 25	+107.41K	0.06%
Main Street Financial Solutions, LLC	21.02K	Dec 31, 25	+21.02K	0.01%
COMERICA BANK	6.24K	Dec 31, 25	+663	0.00%
VANGUARD GROUP INC	5.39K	Dec 31, 25	+95	0.00%
Global Retirement Partners, LLC	77	Dec 31, 25	--	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%
Sagard Holdings Management Inc.	--	Sep 30, 25	-70.18K	--
L.M. KOHN & COMPANY	--	Sep 30, 25	-4.55K	--
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%

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Holder

Date

Change

% Held

DMKC Advisory Services, LLC

817.81K

Jun 30, 26

+811.87K

0.45%

Capital Advantage, Inc.

412.45K

Jun 30, 26

+64.55K

0.23%

ECLECTIC ASSOCIATES INC /ADV

391.08K

Jun 30, 26

+85.84K

0.22%

Eagle Capital Management, LLC

375.57K

Jun 30, 26

-14.34K

0.21%

McClarren Financial Advisors, Inc.

330.62K

Jun 30, 26

+20.82K

0.18%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

182.58K

Jun 30, 26

-14.35K

0.10%

Spectrum Planning & Advisory Services Inc.

179.02K

Jun 30, 26

+37.00K

0.10%

Crews Bank & Trust

161.98K

Jun 30, 26

+4.53K

0.09%

Apella Capital, LLC

154.91K

Jun 30, 26

-699

0.09%

Focus Financial Network, Inc.

101.92K

Jun 30, 26

+19.84K

0.06%

ZAZOVE ASSOCIATES LLC

100.00K

Jun 30, 26

0.06%

SALEM INVESTMENT COUNSELORS INC

96.41K

Jun 30, 26

-6.33K

0.05%

Enclave Advisors LLC

91.08K

Jun 30, 26

+8.51K

0.05%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

90.67K

Jun 30, 26

+4.76K

0.05%

CHATHAM CAPITAL GROUP, INC.

81.25K

Jun 30, 26

+800

0.05%

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%

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%

National Wealth Management Group, LLC

61.79K

Jun 30, 26

-19.06K

0.03%

Elser Financial Planning, Inc

43.64K

Jun 30, 26

-538

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%

HBW Advisory Services LLC

40.64K

Jun 30, 26

-1.74K

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%

Strategic Investment Solutions, Inc. /IL

34.03K

Jun 30, 26

-5.72K

0.02%

Kings Path Partners LLC

27.19K

Jun 30, 26

+23.32K

0.02%

Merit Financial Group, LLC

26.84K

Jun 30, 26

-6.26K

0.01%

Ballew Advisors, Inc

26.38K

Jun 30, 26

0.01%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

25.04K

Jun 30, 26

+4.63K

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%

Brookstone Capital Management

19.99K

Jun 30, 26

+148

0.01%

Cypress Point Wealth Management, LLC

19.42K

Jun 30, 26

+674

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%

Wealthcare Advisory Partners LLC

15.80K

Jun 30, 26

-151

0.01%

NORTHWEST WEALTH MANAGEMENT, LLC

15.60K

Jun 30, 26

-1.13K

0.01%

SAX WEALTH ADVISORS, LLC

15.47K

Jun 30, 26

+5.71K

0.01%

Keudell/Morrison Wealth Management

15.00K

Jun 30, 26

0.01%

RFG Advisory, LLC

14.33K

Jun 30, 26

-100

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%

WORLD EQUITY GROUP, INC.

12.88K

Jun 30, 26

0.01%

William Howard & Co Financial Advisors Inc

12.48K

Jun 30, 26

0.01%

Farther Finance Advisors, LLC

12.02K

Jun 30, 26

+933

0.01%

Gradient Capital Advisors, LLC

11.13K

Jun 30, 26

+256

0.01%

First PREMIER Bank

10.91K

Jun 30, 26

+10.41K

0.01%

Beaird Harris Wealth Management, LLC

10.19K

Jun 30, 26

0.01%

Partnership Wealth Management, LLC

9.04K

Jun 30, 26

+9.04K

0.01%

Sequoia Financial Advisors, LLC

8.74K

Jun 30, 26

+8.74K

0.00%

CWA Asset Management Group, LLC

7.00K

Jun 30, 26

+500

0.00%

Bath Savings Trust Co

6.80K

Jun 30, 26

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%

SeaCrest Wealth Management, LLC

5.85K

Jun 30, 26

0.00%

Prospera Financial Services Inc

5.60K

Jun 30, 26

+200

0.00%

Magnus Financial Group LLC

5.54K

Jun 30, 26

+5.54K

0.00%

180 WEALTH ADVISORS, LLC

5.50K

Jun 30, 26

0.00%

Stonebridge Financial Group, LLC

5.45K

Jun 30, 26

-1.84K

0.00%

INSPIRION WEALTH ADVISORS, LLC

5.40K

Jun 30, 26

+56

0.00%

Successful Portfolios LLC

5.30K

Jun 30, 26

-815

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%

Hummer Financial Advisory Services Inc

4.20K

Jun 30, 26

0.00%

EASTERN BANK

3.13K

Jun 30, 26

0.00%

TOMPKINS FINANCIAL CORP

2.85K

Jun 30, 26

+2.85K

0.00%

Financial Management Professionals, Inc.

1.79K

Jun 30, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.71K

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

1.51K

Jun 30, 26

+1.51K

0.00%

Bank of New Hampshire

1.03K

Jun 30, 26

+245

0.00%

LAM GROUP, INC.

446

Jun 30, 26

0.00%

Olistico Wealth, LLC

413

Jun 30, 26

0.00%

Victrix Investment Advisors

Jun 30, 26

-10.39K

Wedmont Private Capital

Jun 30, 26

-5.86K

Mills Wealth Advisors LLC

Jun 30, 26

-9.47K

JPMORGAN CHASE & CO

25.18M

Mar 31, 26

+97.60K

13.99%

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP

8.81M

Mar 31, 26

+8.81M

4.89%

WELLS FARGO & COMPANY/MN

3.61M

Mar 31, 26

+765.84K

2.01%

Bramshill Investments, LLC

3.10M

Mar 31, 26

-58.09K

1.72%

BANK OF AMERICA CORP /DE/

2.99M

Mar 31, 26

-269.86K

1.66%

Kensington Asset Management, LLC

2.85M

Mar 31, 26

+1.75M

1.59%

LPL Financial LLC

2.53M

Mar 31, 26

+515.24K

1.40%

Ronald Blue Trust, Inc.

2.01M

Mar 31, 26

+63.16K

1.12%

HighTower Advisors, LLC

1.76M

Mar 31, 26

+141.02K

0.98%

Avion Wealth

1.43M

Mar 31, 26

+121.80K

0.80%

Wharton Business Group, LLC

1.42M

Mar 31, 26

+5.67K

0.79%

Pacific Center for Financial Services

1.12M

Mar 31, 26

+121.96K

0.62%

Allspring Global Investments Holdings, LLC

893.27K

Mar 31, 26

+892.73K

0.50%

Clearstead Advisors, LLC

881.61K

Mar 31, 26

+881.61K

0.49%

Charter Oak Capital Management, LLC

872.86K

Mar 31, 26

+294.37K

0.48%

RAYMOND JAMES FINANCIAL INC

833.62K

Mar 31, 26

+138.31K

0.46%

ROYAL BANK OF CANADA

696.30K

Mar 31, 26

+251.91K

0.39%

Red Wave Investments LLC

660.08K

Mar 31, 26

+6.34K

0.37%

COMMONWEALTH EQUITY SERVICES, LLC

646.92K

Mar 31, 26

+119.59K

0.36%

CAPITAL ADVISORS INC/OK

580.85K

Mar 31, 26

+580.85K

0.32%

Fortitude Advisory Group L.L.C.

548.52K

Mar 31, 26

+40.23K

0.30%

Waverly Advisors, LLC

521.18K

Mar 31, 26

+112.05K

0.29%

Fonville Wealth Management LLC

494.49K

Mar 31, 26

+11.61K

0.27%

Alpha Omega Wealth Management LLC

491.57K

Mar 31, 26

+11.05K

0.27%

MML INVESTORS SERVICES, LLC

481.14K

Mar 31, 26

+451

0.27%

Spectrum Asset Management, Inc. (NB/CA)

466.56K

Mar 31, 26

+14.16K

0.26%

Advisory Services Network, LLC

463.55K

Mar 31, 26

+380.54K

0.26%

Global Wealth Management, LLC

440.25K

Mar 31, 26

+61.18K

0.24%

LOWE BROCKENBROUGH & CO INC

435.00K

Mar 31, 26

+26.29K

0.24%

TITLEIST ASSET MANAGEMENT, LLC

416.13K

Mar 31, 26

+59.10K

0.23%

NKCFO LLC

403.60K

Mar 31, 26

+34.35K

0.22%

M Holdings Securities, Inc.

378.99K

Mar 31, 26

+256.23K

0.21%

Coyle Financial Counsel LLC

369.91K

Mar 31, 26

+7.95K

0.21%

ADVISOR GROUP HOLDINGS, INC.

365.24K

Mar 31, 26

+78.25K

0.20%

David Kennon Inc

360.20K

Mar 31, 26

-32.09K

0.20%

STIFEL FINANCIAL CORP

346.01K

Mar 31, 26

+43.36K

0.19%

Valtinson Bruner Financial Planning LLC

340.38K

Mar 31, 26

-4.27K

0.19%

HORIZON KINETICS ASSET MANAGEMENT LLC

339.05K

Mar 31, 26

-3.49K

0.19%

TruWealth Advisors, LLC

326.58K

Mar 31, 26

+44.02K

0.18%

CITADEL ADVISORS LLC

319.61K

Mar 31, 26

+319.61K

0.18%

IHT Wealth Management, LLC

312.14K

Mar 31, 26

+187.75K

0.17%

McClarren Financial Advisors, Inc.

309.80K

Mar 31, 26

+229.99K

0.17%

AE Wealth Management LLC

305.29K

Mar 31, 26

+119.57K

0.17%

Cetera Investment Advisers

301.21K

Mar 31, 26

+84.32K

0.17%

BlueChip Wealth Advisors LLC

295.91K

Mar 31, 26

+57.64K

0.16%

Mariner, LLC

276.54K

Mar 31, 26

+143.54K

0.15%

Resources Investment Advisors, LLC.

272.83K

Mar 31, 26

-10.78K

0.15%

Kestra Advisory Services, LLC

271.65K

Mar 31, 26

+9.26K

0.15%

Chicago Partners Investment Group LLC

264.94K

Mar 31, 26

+137.41K

0.15%

FOUNDERS GROVE WEALTH PARTNERS, LLC

263.55K

Mar 31, 26

+17.63K

0.15%

Mesirow Financial Investment Management, Inc.

260.30K

Mar 31, 26

+123.47K

0.14%

JANE STREET GROUP, LLC

257.48K

Mar 31, 26

+257.48K

0.14%

CAPTRUST FINANCIAL ADVISORS

256.49K

Mar 31, 26

-22.24K

0.14%

Colony Group, LLC

247.18K

Mar 31, 26

-20.34K

0.14%

CFO4Life Group, LLC

244.43K

Mar 31, 26

-51.67K

0.14%

KITCHING PARTNERS, LLC

237.94K

Mar 31, 26

+17.48K

0.13%

Colony Family Offices, LLC

236.58K

Mar 31, 26

-13.11K

0.13%

CWC Advisors, LLC.

234.84K

Mar 31, 26

+135.18K

0.13%

Leeward Financial Partners, LLC

221.04K

Mar 31, 26

+64.70K

0.12%

HARBOUR INVESTMENT MANAGEMENT LLC

210.16K

Mar 31, 26

+68.55K

0.12%

SpringVest Wealth Management LLC

199.81K

Mar 31, 26

-3.91K

0.11%

HTG Investment Advisors, Inc.

193.73K

Mar 31, 26

+70.55K

0.11%

KEYNOTE FINANCIAL SERVICES LLC

177.58K

Mar 31, 26

+30.37K

0.10%

Cambridge Investment Research Advisors, Inc.

174.02K

Mar 31, 26

+4.14K

0.10%

BLAIR WILLIAM & CO/IL

172.72K

Mar 31, 26

-1.92K

0.10%

NVWM, LLC

164.96K

Mar 31, 26

+7.60K

0.09%

Warwick Investment Management, Inc.

163.53K

Mar 31, 26

+108.24K

0.09%

Sentinus, LLC

163.43K

Mar 31, 26

-24.78K

0.09%

ENVESTNET ASSET MANAGEMENT INC

162.85K

Mar 31, 26

-26.56K

0.09%

Crews Bank & Trust

157.45K

Mar 31, 26

+24.14K

0.09%

EVERETT HARRIS & CO /CA/

147.25K

Mar 31, 26

+7.85K

0.08%

Steward Partners Investment Advisory, LLC

147.09K

Mar 31, 26

+4.51K

0.08%

Signature Wealth Management Group

141.91K

Mar 31, 26

-1.95K

0.08%

FOUNDERS FINANCIAL SECURITIES LLC

131.41K

Mar 31, 26

+22.93K

0.07%

Beaumont Asset Management, L.L.C.

128.88K

Mar 31, 26

+128.88K

0.07%

CI Private Wealth, LLC

119.54K

Mar 31, 26

+4.20K

0.07%

Tower Research Capital LLC (TRC)

119.22K

Mar 31, 26

+119.22K

0.07%

Evanson Asset Management, LLC

118.37K

Mar 31, 26

+38.77K

0.07%

Pine Harbor Wealth Management, LLC

117.62K

Mar 31, 26

+5.84K

0.07%

VERUS CAPITAL PARTNERS, LLC

117.39K

Mar 31, 26

+18.57K

0.07%

NICOLET BANKSHARES INC

116.90K

Mar 31, 26

+116.90K

0.06%

49 WEALTH MANAGEMENT, LLC

113.74K

Mar 31, 26

+113.74K

0.06%

Capital Analysts, LLC

112.23K

Mar 31, 26

-14.76K

0.06%

Paragon Private Wealth Management, LLC

104.03K

Mar 31, 26

+6.16K

0.06%

Fischer Financial Services, Inc.

103.52K

Mar 31, 26

+1.62K

0.06%

MorganRosel Wealth Management, LLC

100.79K

Mar 31, 26

-67.50K

0.06%

ZAZOVE ASSOCIATES LLC

100.00K

Mar 31, 26

0.06%

Beacon Pointe Advisors, LLC

96.20K

Mar 31, 26

+7.50K

0.05%

Palisades Hudson Asset Management, L.P.

95.24K

Mar 31, 26

+8.41K

0.05%

Modera Wealth Management, LLC

94.96K

Mar 31, 26

-6.43K

0.05%

SAGE RHINO CAPITAL LLC

93.50K

Mar 31, 26

-22.25K

0.05%

Convergence Financial, LLC

92.68K

Mar 31, 26

+88.32K

0.05%

WEALTHSPAN PARTNERS, LLC

92.02K

Mar 31, 26

+92.02K

0.05%

Capital Investment Services of America, Inc.

91.88K

Mar 31, 26

+12.40K

0.05%

Hikari Power Ltd

90.62K

Mar 31, 26

+90.62K

0.05%

UBS Group AG

88.68K

Mar 31, 26

+78.49K

0.05%

Greenspring Advisors, LLC

87.74K

Mar 31, 26

+23.43K

0.05%

LOWERY THOMAS, LLC

85.62K

Mar 31, 26

+10.12K

0.05%

ASPIRIANT, LLC

85.61K

Mar 31, 26

-3.11K

0.05%

Rockefeller Capital Management L.P.

85.40K

Mar 31, 26

+21.77K

0.05%

Walker Financial Services, Inc.

82.15K

Mar 31, 26

+1.03K

0.05%

ADVISORY RESEARCH INC

81.92K

Mar 31, 26

+8.51K

0.05%

Mustard Seed Financial, LLC

80.01K

Mar 31, 26

+27.32K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

79.16K

Mar 31, 26

+8.74K

0.04%

Kathmere Capital Management, LLC

77.50K

Mar 31, 26

-7.79K

0.04%

Valmark Advisers, Inc.

75.63K

Mar 31, 26

+17.93K

0.04%

CENTRAL TRUST Co

75.45K

Mar 31, 26

+923

0.04%

Betterment LLC

70.86K

Mar 31, 26

+13.54K

0.04%

Pillar Financial Advisors, LLC

70.56K

Mar 31, 26

-410

0.04%

Belpointe Asset Management LLC

68.95K

Mar 31, 26

+33.23K

0.04%

JONES FINANCIAL COMPANIES LLLP

67.46K

Mar 31, 26

+19.97K

0.04%

Root Financial Partners, LLC

66.73K

Mar 31, 26

+25.55K

0.04%

MAI Capital Management

66.17K

Mar 31, 26

-620

0.04%

CARY STREET PARTNERS FINANCIAL LLC

65.54K

Mar 31, 26

+5.13K

0.04%

U.S. Capital Wealth Advisors, LLC

64.07K

Mar 31, 26

+2.25K

0.04%

CWS Financial Advisors, LLC

63.97K

Mar 31, 26

+17.04K

0.04%

Aberdeen Wealth Management LLC

63.41K

Mar 31, 26

+63.41K

0.04%

Creative Planning

63.41K

Mar 31, 26

-1.82K

0.04%

AlphaCore Capital LLC

63.09K

Mar 31, 26

0.04%

Lebenthal Global Advisors, LLC

57.42K

Mar 31, 26

+222

0.03%

Lakewood Asset Management LLC

57.24K

Mar 31, 26

+4.13K

0.03%

Pensionmark Financial Group, LLC

56.88K

Mar 31, 26

+625

0.03%

Integrated Wealth Concepts LLC

55.87K

Mar 31, 26

-2.21K

0.03%

GeoWealth Management, LLC

54.82K

Mar 31, 26

-327

0.03%

SP Asset Management LLC

54.51K

Mar 31, 26

-19.89K

0.03%

Stirlingshire Investments, Inc.

53.34K

Mar 31, 26

+12.41K

0.03%

Cascades Capital Asset Management, LLC

52.74K

Mar 31, 26

+52.74K

0.03%

Avidian Wealth Solutions, LLC

51.37K

Mar 31, 26

+2.90K

0.03%

Empowered Funds, LLC

51.31K

Mar 31, 26

+672

0.03%

Evergreen Wealth Management, LLC

51.11K

Mar 31, 26

+4.59K

0.03%

Dorsey & Whitney Trust CO LLC

50.30K

Mar 31, 26

-3.02K

0.03%

Applied Capital LLC

47.52K

Mar 31, 26

+65

0.03%

Sanctuary Advisors, LLC

46.85K

Mar 31, 26

-3.89K

0.03%

Two West Capital Advisors LLC

45.48K

Mar 31, 26

+1.32K

0.03%

EQUITY INVESTMENT CORP

45.48K

Mar 31, 26

-1.13K

0.03%

Wingate Wealth Advisors, Inc.

45.13K

Mar 31, 26

+4.02K

0.03%

Plum Street Advisors, LLC

44.53K

Mar 31, 26

-10.38K

0.02%

Clearwater Capital Advisors, LLC

42.44K

Mar 31, 26

-1.69K

0.02%

Equitable Holdings, Inc.

42.36K

Mar 31, 26

+35.77K

0.02%

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID

41.84K

Mar 31, 26

0.02%

Janney Montgomery Scott LLC

41.28K

Mar 31, 26

+27.02K

0.02%

Heirloom Wealth Management

41.17K

Mar 31, 26

+41.17K

0.02%

TrueWealth Financial Partners

40.97K

Mar 31, 26

+40.97K

0.02%

Compass Financial Group, Inc.

39.90K

Mar 31, 26

+337

0.02%

HB Wealth Management, LLC

39.56K

Mar 31, 26

-4.70K

0.02%

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

39.00K

Mar 31, 26

+39.00K

0.02%

Vise Technologies, Inc.

38.70K

Mar 31, 26

0.02%

TD Capital Management LLC

37.94K

Mar 31, 26

-6.38K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

37.89K

Mar 31, 26

+18.32K

0.02%

Sanibel Captiva Trust Company, Inc.

37.83K

Mar 31, 26

+5.85K

0.02%

BENJAMIN EDWARDS INC

37.76K

Mar 31, 26

-18.65K

0.02%

Global Trust Asset Management, LLC

37.60K

Mar 31, 26

+11.10K

0.02%

BOSTON FAMILY OFFICE LLC

37.56K

Mar 31, 26

+3.81K

0.02%

Zhang Financial LLC

36.46K

Mar 31, 26

-4.96K

0.02%

Roberts Wealth Advisors, LLC

36.29K

Mar 31, 26

-44.09K

0.02%

TFO-TDC, LLC

36.03K

Mar 31, 26

+22.14K

0.02%

Camarda Financial Advisors, LLC

35.87K

Mar 31, 26

+171

0.02%

OPPENHEIMER & CO INC

34.98K

Mar 31, 26

-2.11K

0.02%

FLAGSHIP HARBOR ADVISORS, LLC

34.46K

Mar 31, 26

-769

0.02%

DAYMARK WEALTH PARTNERS, LLC

33.37K

Mar 31, 26

-950

0.02%

MontVue Capital Management, Inc.

33.33K

Mar 31, 26

0.02%

NewEdge Wealth, LLC

31.72K

Mar 31, 26

-19.48K

0.02%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

31.46K

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

30.65K

Mar 31, 26

+15.22K

0.02%

EverSource Wealth Advisors, LLC

29.88K

Mar 31, 26

+355

0.02%

Fortis Advisors, LLC

29.42K

Mar 31, 26

-313.50K

0.02%

Alpine Bank Wealth Management

28.36K

Mar 31, 26

-43.48K

0.02%

Prudent Man Investment Management, Inc.

27.77K

Mar 31, 26

0.02%

D.A. DAVIDSON & CO.

27.61K

Mar 31, 26

+1.64K

0.02%

Roble, Belko & Company, Inc

27.54K

Mar 31, 26

0.02%

Verus Financial Partners, Inc.

27.25K

Mar 31, 26

+293

0.02%

TRUIST FINANCIAL CORP

27.19K

Mar 31, 26

+1.27K

0.02%

Texas Yale Capital Corp.

26.70K

Mar 31, 26

-1.50K

0.01%

R.H. Investment Group, LLC

26.40K

Mar 31, 26

+6.00K

0.01%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

26.30K

Mar 31, 26

-1.54K

0.01%

MORGAN STANLEY

26.20K

Mar 31, 26

+12.30K

0.01%

BEESE FULMER INVESTMENT MANAGEMENT, INC.

25.57K

Mar 31, 26

0.01%

CAHILL FINANCIAL ADVISORS INC

25.14K

Mar 31, 26

+74

0.01%

OPTIMA CAPITAL LLC

24.77K

Mar 31, 26

+24.77K

0.01%

Financial Engines Advisors L.L.C.

24.16K

Mar 31, 26

+5.99K

0.01%

TriaGen Wealth Management LLC

23.87K

Mar 31, 26

-1.62K

0.01%

Ausdal Financial Partners, Inc.

23.62K

Mar 31, 26

+7.25K

0.01%

CARDIFF PARK ADVISORS, LLC

22.84K

Mar 31, 26

-3.30K

0.01%

Joseph Group Capital Management

22.82K

Mar 31, 26

+3.06K

0.01%

Bouchey Financial Group Ltd

22.24K

Mar 31, 26

-3.17K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

21.82K

Mar 31, 26

+20.10K

0.01%

Outlook Wealth Advisors, LLC

21.75K

Mar 31, 26

-283

0.01%

Brinker Capital Investments, LLC

21.73K

Mar 31, 26

-5.79K

0.01%

Core Wealth Advisors, Inc.

21.34K

Mar 31, 26

-1

0.01%

Buckingham Strategic Partners

21.15K

Mar 31, 26

+21.15K

0.01%

Manchester Capital Management LLC

20.92K

Mar 31, 26

0.01%

Avestar Capital, LLC

20.10K

Mar 31, 26

0.01%

TD Waterhouse Canada Inc.

20.00K

Mar 31, 26

-645

0.01%

Life Planning Partners, Inc

19.59K

Mar 31, 26

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

19.31K

Mar 31, 26

-1

0.01%

Cerity Partners LLC

19.11K

Mar 31, 26

+14.76K

0.01%

Powerhouse Assets LLC

19.00K

Mar 31, 26

+536

0.01%

Concurrent Investment Advisors, LLC

18.75K

Mar 31, 26

+10.18K

0.01%

Cypress Point Wealth Management, LLC

18.75K

Mar 31, 26

+5.39K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

17.88K

Mar 31, 26

-1.39K

0.01%

NAPLES GLOBAL ADVISORS, LLC

17.65K

Mar 31, 26

+1.00K

0.01%

REGATTA CAPITAL GROUP, LLC

17.37K

Mar 31, 26

+4.04K

0.01%

Willis Johnson & Associates, Inc.

17.32K

Mar 31, 26

+17.32K

0.01%

Index Fund Advisors, Inc.

16.88K

Mar 31, 26

+16.88K

0.01%

Cheviot Value Management, LLC

16.80K

Mar 31, 26

0.01%

Gladstone Institutional Advisory LLC

16.20K

Mar 31, 26

-284

0.01%

Allworth Financial LP

15.88K

Mar 31, 26

+4.04K

0.01%

Ruedi Wealth Management, Inc.

15.77K

Mar 31, 26

+89

0.01%

Compass Financial Group, INC/SD

15.06K

Mar 31, 26

+364

0.01%

WESCAP Management Group, Inc.

15.04K

Mar 31, 26

-83

0.01%

Keudell/Morrison Wealth Management

15.00K

Mar 31, 26

+5.00K

0.01%

Carnegie Lake Advisors LLC

14.70K

Mar 31, 26

+699

0.01%

Daner Wealth Management, LLC

14.49K

Mar 31, 26

+396

0.01%

NewEdge Advisors, LLC

14.08K

Mar 31, 26

+503

0.01%

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

13.81K

Mar 31, 26

0.01%

STEPHENS INC /AR/

13.36K

Mar 31, 26

+13.36K

0.01%

Latitude Advisors, LLC

13.19K

Mar 31, 26

-445

0.01%

Nikulski Financial, Inc.

12.89K

Mar 31, 26

+2.09K

0.01%

DENVER WEALTH MANAGEMENT, INC.

12.86K

Mar 31, 26

+12.86K

0.01%

TWO SIGMA SECURITIES, LLC

12.85K

Mar 31, 26

+12.85K

0.01%

Essential Planning, LLC.

12.73K

Mar 31, 26

+5.40K

0.01%

LIFE LINE WEALTH MANAGEMENT LLC

12.63K

Mar 31, 26

+87

0.01%

Per Stirling Capital Management, LLC.

12.57K

Mar 31, 26

-303

0.01%

CWM, LLC

12.32K

Mar 31, 26

-7.64K

0.01%

SAM Advisors, LLC

12.30K

Mar 31, 26

+308

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

12.09K

Mar 31, 26

-500

0.01%

Vident Advisory, LLC

11.75K

Mar 31, 26

+5.88K

0.01%

MGO ONE SEVEN LLC

11.59K

Mar 31, 26

+11.59K

0.01%

WBH ADVISORY INC

11.59K

Mar 31, 26

0.01%

MAINSAIL ASSET MANAGEMENT, LLC

11.49K

Mar 31, 26

-3.79K

0.01%

Ballentine Capital Advisors, Inc

11.47K

Mar 31, 26

+4.54K

0.01%

PINNACLE ASSOCIATES LTD

11.45K

Mar 31, 26

+200

0.01%

MERCER GLOBAL ADVISORS INC /ADV

11.45K

Mar 31, 26

+1.91K

0.01%

CENTRAL VALLEY ADVISORS, LLC

11.24K

Mar 31, 26

+11.24K

0.01%

Farther Finance Advisors, LLC

11.09K

Mar 31, 26

+1.28K

0.01%

MONEY CONCEPTS CAPITAL CORP

10.94K

Mar 31, 26

+4.84K

0.01%

Joel Adams & Associates, Inc.

10.70K

Mar 31, 26

+10.70K

0.01%

Private Advisor Group, LLC

10.48K

Mar 31, 26

+637

0.01%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

10.45K

Mar 31, 26

0.01%

AQR CAPITAL MANAGEMENT LLC

10.32K

Mar 31, 26

+1.01K

0.01%

Midwest Trust Co

10.14K

Mar 31, 26

+83

0.01%

Retirement Planning Group

10.09K

Mar 31, 26

-781

0.01%

New Hampshire Trust

10.05K

Mar 31, 26

0.01%

Quadrant Private Wealth Management, LLC

9.72K

Mar 31, 26

-5.54K

0.01%

WESBANCO BANK INC

9.55K

Mar 31, 26

+2.01K

0.01%

Savant Capital, LLC

9.24K

Mar 31, 26

-186

0.01%

MidAtlantic Capital Management, Inc.

9.19K

Mar 31, 26

+37

0.01%

TAGStone Capital, Inc.

9.14K

Mar 31, 26

+3.16K

0.01%

Goldstone Financial Group, LLC

9.07K

Mar 31, 26

+9.07K

0.01%

PRINCIPAL SECURITIES, INC.

9.05K

Mar 31, 26

-379

0.01%

Family CFO Inc

8.59K

Mar 31, 26

-3.05K

0.00%

Stratos Wealth Partners, LTD.

8.41K

Mar 31, 26

-14.85K

0.00%

HOWARD WEALTH MANAGEMENT, LLC

8.40K

Mar 31, 26

+1.90K

0.00%

Keel Point, LLC

8.36K

Mar 31, 26

+23

0.00%

Bank of New York Mellon Corp

8.23K

Mar 31, 26

-4.52K

0.00%

Glass Jacobson Investment Advisors llc

7.58K

Mar 31, 26

+3.51K

0.00%

SAR WEALTH MANAGEMENT GROUP, LLC

7.42K

Mar 31, 26

+34

0.00%

CHOREO, LLC

7.39K

Mar 31, 26

+7.39K

0.00%

Summit Financial, LLC

7.31K

Mar 31, 26

+7.31K

0.00%

Castleview Partners, LLC

7.30K

Mar 31, 26

+534

0.00%

PLANNING DIRECTIONS INC

7.29K

Mar 31, 26

+11

0.00%

PARK AVENUE SECURITIES LLC

7.18K

Mar 31, 26

+2.82K

0.00%

Prime Capital Investment Advisors, LLC

7.11K

Mar 31, 26

+49

0.00%

Wealth Management Associates, Inc.

6.95K

Mar 31, 26

-500

0.00%

FIFTH THIRD BANCORP

6.91K

Mar 31, 26

-432

0.00%

Krilogy Financial LLC

6.87K

Mar 31, 26

-13

0.00%

Jacobi Capital Management LLC

6.66K

Mar 31, 26

0.00%

CULBERTSON A N & CO INC

6.65K

Mar 31, 26

-400

0.00%

Prepared Retirement Institute LLC

6.63K

Mar 31, 26

0.00%

North Star Investment Management Corp.

6.59K

Mar 31, 26

-2.66K

0.00%

RMB Capital Management, LLC

6.57K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

6.50K

Mar 31, 26

+902

0.00%

Texas Capital Bank Wealth Management Services Inc

6.41K

Mar 31, 26

-6.32K

0.00%

Murphy Pohlad Asset Management LLC

6.28K

Mar 31, 26

+500

0.00%

Peak Asset Management, LLC

6.06K

Mar 31, 26

0.00%

Mutual Advisors, LLC

6.02K

Mar 31, 26

+506

0.00%

COMMERCE BANK

6.01K

Mar 31, 26

+6.01K

0.00%

25 LLC

5.93K

Mar 31, 26

-937

0.00%

Tempus Wealth Planning, LLC

5.70K

Mar 31, 26

-454

0.00%

TERRIL BROTHERS, INC.

5.70K

Mar 31, 26

0.00%

Gateway Wealth Partners, LLC

5.65K

Mar 31, 26

+5.65K

0.00%

WNY Asset Management, LLC

5.60K

Mar 31, 26

+5.60K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

5.59K

Mar 31, 26

0.00%

Aegis Wealth Management LLC

5.58K

Mar 31, 26

+38

0.00%

Planning Center, Inc.

5.50K

Mar 31, 26

-511

0.00%

Coston, McIsaac & Partners

5.50K

Mar 31, 26

-261

0.00%

HBK Sorce Advisory LLC

5.48K

Mar 31, 26

-188

0.00%

CreativeOne Wealth, LLC

5.45K

Mar 31, 26

+5.45K

0.00%

Prospera Financial Services Inc

5.40K

Mar 31, 26

0.00%

Lido Advisors, LLC

5.38K

Mar 31, 26

-137

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

5.34K

Mar 31, 26

-505

0.00%

BRASADA CAPITAL MANAGEMENT, LP

5.25K

Mar 31, 26

-1.13K

0.00%

Financial Futures Ltd Liability Co.

5.19K

Mar 31, 26

-11.19K

0.00%

Badgley Phelps Wealth Managers, LLC

5.19K

Mar 31, 26

0.00%

Pinnacle Wealth Management Advisory Group, LLC

5.09K

Mar 31, 26

+5.09K

0.00%

SIGNAL TREE FINANCIAL PARTNERS LLC

5.09K

Mar 31, 26

-33.10K

0.00%

Corundum Group, Inc.

5.07K

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

5.05K

Mar 31, 26

-214

0.00%

Hopwood Financial Services, Inc.

5.00K

Mar 31, 26

0.00%

HANOVER ADVISORS INC

5.00K

Mar 31, 26

0.00%

Capital Square, LLC

4.99K

Mar 31, 26

-666

0.00%

CURIO WEALTH, LLC

4.94K

Mar 31, 26

0.00%

THOMPSON SIEGEL & WALMSLEY LLC

4.93K

Mar 31, 26

+4.93K

0.00%

Busey Wealth Management

4.85K

Mar 31, 26

0.00%

Fisher Asset Management, LLC

4.76K

Mar 31, 26

-155

0.00%

Pathstone Holdings, LLC

4.74K

Mar 31, 26

0.00%

Kingsview Wealth Management, LLC

4.74K

Mar 31, 26

-468

0.00%

Symphony Financial Services, Inc.

4.72K

Mar 31, 26

-300

0.00%

RITHOLTZ WEALTH MANAGEMENT

4.72K

Mar 31, 26

+216

0.00%

Sigma Planning Corp

4.71K

Mar 31, 26

+29

0.00%

SJS Investment Consulting Inc.

4.68K

Mar 31, 26

+457

0.00%

GSG Advisors LLC

4.66K

Mar 31, 26

+17

0.00%

Financial Network Wealth Management LLC

4.64K

Mar 31, 26

-420

0.00%

PETTYJOHN, WOOD & WHITE, INC

4.59K

Mar 31, 26

0.00%

EP Wealth Advisors, LLC

4.51K

Mar 31, 26

-32

0.00%

Allen Investment Management LLC

4.49K

Mar 31, 26

+399

0.00%

Foundations Investment Advisors, LLC

4.44K

Mar 31, 26

+147

0.00%

Principle Wealth Partners LLC

4.37K

Mar 31, 26

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

4.28K

Mar 31, 26

+40

0.00%

HOLDERNESS INVESTMENTS CO

4.25K

Mar 31, 26

0.00%

INSIGNEO ADVISORY SERVICES, LLC

4.12K

Mar 31, 26

-116

0.00%

CVA Family Office, LLC

4.08K

Mar 31, 26

-600

0.00%

Long Island Wealth Management, Inc.

4.06K

Mar 31, 26

+4.06K

0.00%

Financial Perspectives, Inc

4.04K

Mar 31, 26

0.00%

Vanguard National Trust Co

3.97K

Mar 31, 26

+3.97K

0.00%

Tradewinds Capital Management, LLC

3.78K

Mar 31, 26

+3.78K

0.00%

Triumph Capital Management

3.05K

Mar 31, 26

+2.43K

0.00%

US BANCORP \DE\

2.83K

Mar 31, 26

+569

0.00%

Blume Capital Management, Inc.

2.82K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

2.55K

Mar 31, 26

+10

0.00%

Evolution Advisers, Inc.

2.52K

Mar 31, 26

+2.52K

0.00%

Anchor Investment Management, LLC

2.39K

Mar 31, 26

+17

0.00%

Graney & King, LLC

2.37K

Mar 31, 26

-35

0.00%

Golden State Wealth Management, LLC

2.22K

Mar 31, 26

0.00%

Leo H. Evart, Inc.

2.07K

Mar 31, 26

+2.07K

0.00%

AdvisorNet Financial, Inc

1.97K

Mar 31, 26

-245

0.00%

VANGUARD ADVISERS INC

1.82K

Mar 31, 26

+1.82K

0.00%

Avalon Trust Co

1.80K

Mar 31, 26

+800

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

1.61K

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

1.44K

Mar 31, 26

0.00%

VSM Wealth Advisory, LLC

1.38K

Mar 31, 26

0.00%

NBC SECURITIES, INC.

1.38K

Mar 31, 26

-171

0.00%

FMR LLC

1.25K

Mar 31, 26

+153

0.00%

Dunhill Financial, LLC

1.02K

Mar 31, 26

0.00%

Westfuller Advisors, LLC

1.01K

Mar 31, 26

0.00%

IFP Advisors, Inc

991

Mar 31, 26

-5.86K

0.00%

ALERUS FINANCIAL NA

985

Mar 31, 26

+985

0.00%

Federation des caisses Desjardins du Quebec

857

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

750

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

744

Mar 31, 26

0.00%

Cassaday & Co Wealth Management LLC

647

Mar 31, 26

+647

0.00%

Front Row Advisors LLC

600

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

547

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

547

Mar 31, 26

+547

0.00%

Rialto Wealth Management, LLC

522

Mar 31, 26

+80

0.00%

ASSETMARK, INC

518

Mar 31, 26

0.00%

Ancora Advisors, LLC

509

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

500

Mar 31, 26

-1.00K

0.00%

BANK OF MONTREAL /CAN/

500

Mar 31, 26

-134.46K

0.00%

Tidemark, LLC

424

Mar 31, 26

0.00%

Parallel Advisors, LLC

410

Mar 31, 26

0.00%

Salomon & Ludwin, LLC

362

Mar 31, 26

-260

0.00%

Smartleaf Asset Management LLC

321

Mar 31, 26

-6.25K

0.00%

MCF Advisors LLC

260

Mar 31, 26

0.00%

Nemes Rush Group LLC

246

Mar 31, 26

+246

0.00%

BARD ASSOCIATES INC

209

Mar 31, 26

+209

0.00%

First Pacific Financial

201

Mar 31, 26

+201

0.00%

Oakworth Capital, Inc.

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

BOK Financial Private Wealth, Inc.

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

+58

0.00%

Geneos Wealth Management Inc.

Mar 31, 26

0.00%

Darwin Wealth Management, LLC

Mar 31, 26

+30

0.00%

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

-6.19K

Crewe Advisors LLC

Mar 31, 26

-991

Berger Financial Group, Inc

Mar 31, 26

-9.07K

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-1.00K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-13.74K

Safe Harbor Fiduciary, LLC

Mar 31, 26

-588

Capstone Triton Financial Group, LLC

Mar 31, 26

-7.83K

INTREPID FAMILY OFFICE LLC

Mar 31, 26

-32.50K

Rockbridge Investment Management, LCC

Mar 31, 26

-6.08K

HM PAYSON & CO

Mar 31, 26

-105

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-166.32K

Galvin, Gaustad & Stein, LLC

Mar 31, 26

-6.67K

TSFG, LLC

Mar 31, 26

-81

COOKSON PEIRCE & CO INC

Mar 31, 26

-5.38K

Pinnacle Bancorp, Inc.

Mar 31, 26

-200

HRT FINANCIAL LP

Mar 31, 26

-63.91K

StoneX Group Inc.

Mar 31, 26

-5.33K

SOL Capital Management CO

Mar 31, 26

-14.76K

Allegheny Financial Group LTD

Mar 31, 26

-8.35K

Clarius Group, LLC

413.42K

Dec 31, 25

+105.28K

0.23%

Schulz Wealth, LTD.

177.47K

Dec 31, 25

+7.82K

0.10%

MidWestOne Financial Group, Inc.

107.41K

Dec 31, 25

+107.41K

0.06%

Main Street Financial Solutions, LLC

21.02K

Dec 31, 25

+21.02K

0.01%

COMERICA BANK

6.24K

Dec 31, 25

+663

0.00%

VANGUARD GROUP INC

5.39K

Dec 31, 25

+95

0.00%

Global Retirement Partners, LLC

Dec 31, 25

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

Sep 30, 25

+47

0.00%

Sagard Holdings Management Inc.

Sep 30, 25

-70.18K

L.M. KOHN & COMPANY

Sep 30, 25

-4.55K

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

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%