Avantis International Small Cap Value ETF(AVDV)

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Avantis International Small Cap Value ETF(AVDV)

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$103.32—

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AVDV(AVDV)

AVDV

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Institutional Ownership

Top 671 Institutional Holders

Holder	Shares	Date	Change	% Held
JONES FINANCIAL COMPANIES LLLP	30.36M	Mar 31, 26	-579.23K	16.91%
Creative Planning	23.78M	Mar 31, 26	+1.19M	13.24%
Savant Capital, LLC	11.52M	Mar 31, 26	+82.35K	6.42%
Colony Group, LLC	4.38M	Mar 31, 26	+256.94K	2.44%
Buckingham Strategic Partners	4.12M	Mar 31, 26	+212.98K	2.29%
Accredited Investors Inc.	2.63M	Mar 31, 26	+23.63K	1.47%
ENVESTNET ASSET MANAGEMENT INC	2.56M	Mar 31, 26	+280.86K	1.43%
Mason Investment Advisory Services, Inc.	2.36M	Mar 31, 26	-55.58K	1.31%
Modera Wealth Management, LLC	2.19M	Mar 31, 26	+108.78K	1.22%
Haverford Trust Co	1.66M	Mar 31, 26	+20.98K	0.92%
Pure Financial Advisors, LLC	1.65M	Mar 31, 26	-64.17K	0.92%
LPL Financial LLC	1.64M	Mar 31, 26	+210.02K	0.91%
Cerity Partners LLC	1.42M	Mar 31, 26	+89.62K	0.79%
CI Private Wealth, LLC	1.33M	Mar 31, 26	+52.98K	0.74%
AMERICAN CENTURY COMPANIES INC	1.20M	Mar 31, 26	+163.98K	0.67%
MORGAN STANLEY	1.09M	Mar 31, 26	+226.00K	0.61%
BANK OF MONTREAL /CAN/	957.14K	Mar 31, 26	+19.65K	0.53%
Unison Advisors LLC	827.53K	Mar 31, 26	-1.43K	0.46%
BANK OF AMERICA CORP /DE/	800.21K	Mar 31, 26	+492.65K	0.45%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	762.78K	Mar 31, 26	+162.06K	0.42%
TCI Wealth Advisors, Inc.	697.53K	Mar 31, 26	-2.22K	0.39%
Frontier Asset Management, LLC	660.27K	Mar 31, 26	+76.40K	0.37%
Sequoia Financial Advisors, LLC	647.18K	Mar 31, 26	+10.64K	0.36%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	630.58K	Mar 31, 26	+18.16K	0.35%
Wealth Management Nebraska	565.04K	Mar 31, 26	+12.36K	0.31%
Empowered Funds, LLC	543.28K	Mar 31, 26	-30.18K	0.30%
EP Wealth Advisors, LLC	532.13K	Mar 31, 26	+505.99K	0.30%
Horizon Investments, LLC	527.55K	Mar 31, 26	-65.79K	0.29%
HighTower Advisors, LLC	517.40K	Mar 31, 26	-61.60K	0.29%
Hill Investment Group Partners, LLC	506.11K	Mar 31, 26	-2.90K	0.28%
Foster Group, Inc.	495.56K	Mar 31, 26	-51.31K	0.28%
Apella Capital, LLC	489.84K	Mar 31, 26	+19.44K	0.27%
Strategic Financial Planning, Inc.	481.15K	Mar 31, 26	+481.15K	0.27%
PARK AVENUE SECURITIES LLC	478.97K	Mar 31, 26	-13.86K	0.27%
Brickley Wealth Management	451.27K	Mar 31, 26	-1.90K	0.25%
Cetera Investment Advisers	448.41K	Mar 31, 26	+49.85K	0.25%
CITADEL ADVISORS LLC	443.06K	Mar 31, 26	+443.06K	0.25%
Beaird Harris Wealth Management, LLC	426.73K	Mar 31, 26	-10.35K	0.24%
Greenline Partners, LLC	411.92K	Mar 31, 26	+8.64K	0.23%
RAYMOND JAMES FINANCIAL INC	402.13K	Mar 31, 26	+115.86K	0.22%
STIFEL FINANCIAL CORP	384.05K	Mar 31, 26	-37.70K	0.21%
Moisand Fitzgerald Tamayo, LLC	378.23K	Mar 31, 26	-20.34K	0.21%
Cresset Asset Management, LLC	340.70K	Mar 31, 26	-48.63K	0.19%
Allegiance Financial Group Advisory Services LLC	339.05K	Mar 31, 26	+4.13K	0.19%
Symmetry Partners, LLC	337.84K	Mar 31, 26	+3.43K	0.19%
Marquette Asset Management, LLC	330.32K	Mar 31, 26	+2.35K	0.18%
Werba Rubin Papier Wealth Management	327.49K	Mar 31, 26	+327.49K	0.18%
AlphaCore Capital LLC	322.57K	Mar 31, 26	-11.86K	0.18%
Meredith Wealth Planning	313.56K	Mar 31, 26	-8.81K	0.17%
Opus Capital Group, LLC	313.24K	Mar 31, 26	-28.32K	0.17%
Pathstone Holdings, LLC	312.79K	Mar 31, 26	+11.41K	0.17%
Angeles Investment Advisors, LLC	295.05K	Mar 31, 26	+295.05K	0.16%
Krilogy Financial LLC	293.19K	Mar 31, 26	+7.19K	0.16%
Emprise Bank	288.38K	Mar 31, 26	+21.40K	0.16%
Bleakley Financial Group, LLC	282.60K	Mar 31, 26	+251.29K	0.16%
BENJAMIN EDWARDS INC	277.46K	Mar 31, 26	-31.46K	0.15%
ATWOOD & PALMER INC	272.53K	Mar 31, 26	+7.49K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	270.95K	Mar 31, 26	+38.95K	0.15%
Falcon Wealth Planning	262.49K	Mar 31, 26	-5.71K	0.15%
Prime Capital Investment Advisors, LLC	261.56K	Mar 31, 26	-11.77K	0.15%
CogentBlue Wealth Advisors, LLC	259.43K	Mar 31, 26	-2.96K	0.14%
DEFINE FINANCIAL, LLC	252.10K	Mar 31, 26	-1.47K	0.14%
Kondo Wealth Advisors, Inc.	249.50K	Mar 31, 26	-7.45K	0.14%
Fundamentum, LLC	249.01K	Mar 31, 26	-27.24K	0.14%
NORTHWEST WEALTH MANAGEMENT, LLC	245.34K	Mar 31, 26	+4.63K	0.14%
Morton Brown Family Wealth, LLC	241.47K	Mar 31, 26	+5.93K	0.13%
EXCHANGE TRADED CONCEPTS, LLC	239.52K	Mar 31, 26	+34.33K	0.13%
B&D White Capital Company, LLC	238.27K	Mar 31, 26	+109.54K	0.13%
QUARRY HILL ADVISORS, LLC	236.08K	Mar 31, 26	-7.78K	0.13%
FINANCIAL MANAGEMENT NETWORK INC	233.35K	Mar 31, 26	-5.24K	0.13%
Peirce Capital Management, LLC	221.29K	Mar 31, 26	-14.99K	0.12%
WELLS FARGO & COMPANY/MN	218.92K	Mar 31, 26	+47.98K	0.12%
SATOVSKY ASSET MANAGEMENT LLC	215.72K	Mar 31, 26	+212.22K	0.12%
Quantum Financial Advisors, LLC	204.84K	Mar 31, 26	-7.08K	0.11%
AQR CAPITAL MANAGEMENT LLC	202.15K	Mar 31, 26	+48.27K	0.11%
Squire Investment Management Company, LLC	199.38K	Mar 31, 26	+10.20K	0.11%
Wealth Architects, LLC	198.35K	Mar 31, 26	-1.22K	0.11%
Brady Martz Wealth Solutions, LLC	193.23K	Mar 31, 26	+19.29K	0.11%
Discipline Wealth Solutions, LLC	191.52K	Mar 31, 26	+74.59K	0.11%
Oakwell Private Wealth Management, LLC	189.91K	Mar 31, 26	+12.96K	0.11%
Perigon Wealth Management, LLC	181.82K	Mar 31, 26	+2.24K	0.10%
Prosperity Planning, Inc.	181.54K	Mar 31, 26	+2.67K	0.10%
Great Point Wealth Advisors, LLC	179.40K	Mar 31, 26	+2.81K	0.10%
McMill Wealth Management	178.30K	Mar 31, 26	-3.11K	0.10%
Plancorp, LLC	176.06K	Mar 31, 26	+1	0.10%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	175.76K	Mar 31, 26	+3.37K	0.10%
Pensionmark Financial Group, LLC	173.05K	Mar 31, 26	-22.46K	0.10%
Bedel Financial Consulting, Inc.	172.11K	Mar 31, 26	+12.45K	0.10%
Penserra Capital Management LLC	171.96K	Mar 31, 26	+171.96K	0.10%
JRM Investment Counsel, LLC	171.92K	Mar 31, 26	+15.36K	0.10%
Rialto Wealth Management, LLC	168.79K	Mar 31, 26	+53.38K	0.09%
KEB ASSET MANAGEMENT, LLC	165.09K	Mar 31, 26	+8.60K	0.09%
Kaufman Rossin Wealth, LLC	164.32K	Mar 31, 26	-2.77K	0.09%
Waverly Advisors, LLC	164.11K	Mar 31, 26	+5.27K	0.09%
CWM, LLC	162.34K	Mar 31, 26	+3.42K	0.09%
HMV Wealth Advisors, LLC	160.28K	Mar 31, 26	+7.26K	0.09%
Valued Wealth Advisors LLC	159.82K	Mar 31, 26	-2.87K	0.09%
NOTTINGHAM ADVISORS, INC.	151.76K	Mar 31, 26	-19.43K	0.08%
LIBRA WEALTH LLC	148.92K	Mar 31, 26	+6.63K	0.08%
Henrickson Nauta Wealth Advisors, Inc.	148.68K	Mar 31, 26	-146.11K	0.08%
Intergy Private Wealth, LLC	147.14K	Mar 31, 26	+5.12K	0.08%
Flagstone Financial Management	146.48K	Mar 31, 26	-7.74K	0.08%
Private Wealth Management Group, LLC	143.39K	Mar 31, 26	-312	0.08%
Delap Wealth Advisory, LLC	140.61K	Mar 31, 26	+2.30K	0.08%
D'Orazio & Associates, Inc.	140.35K	Mar 31, 26	+6.12K	0.08%
Mariner, LLC	139.15K	Mar 31, 26	-12.91K	0.08%
MML INVESTORS SERVICES, LLC	138.29K	Mar 31, 26	+48.25K	0.08%
Fonville Wealth Management LLC	136.63K	Mar 31, 26	+11.21K	0.08%
UBS Group AG	135.57K	Mar 31, 26	+4.61K	0.08%
Barry Investment Advisors, LLC	135.50K	Mar 31, 26	+135.50K	0.08%
Mraz, Amerine & Associates, Inc.	133.96K	Mar 31, 26	+704	0.07%
Larson Financial Group LLC	133.42K	Mar 31, 26	-6.78K	0.07%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	131.99K	Mar 31, 26	+111.64K	0.07%
COLLECTIVE FAMILY OFFICE LLC	131.78K	Mar 31, 26	-2.92K	0.07%
ROYAL BANK OF CANADA	131.25K	Mar 31, 26	+31.41K	0.07%
FAMILY WEALTH PARTNERS, LLC	127.95K	Mar 31, 26	+9.71K	0.07%
Wright Fund Management, LLC	127.95K	Mar 31, 26	-274.79K	0.07%
Telos Capital Management, Inc.	127.31K	Mar 31, 26	+902	0.07%
Farther Finance Advisors, LLC	123.26K	Mar 31, 26	+14.64K	0.07%
Apeiron RIA LLC	122.32K	Mar 31, 26	-4.05K	0.07%
CONFLUENCE INVESTMENT MANAGEMENT LLC	120.84K	Mar 31, 26	-3.57K	0.07%
Seven Springs Wealth Group, LLC	119.21K	Mar 31, 26	+4.84K	0.07%
Magnus Financial Group LLC	118.81K	Mar 31, 26	+6.33K	0.07%
Friday Financial	117.69K	Mar 31, 26	+2.47K	0.07%
Checchi Capital Advisers, LLC	117.68K	Mar 31, 26	+3.18K	0.07%
JACKSON THORNTON ASSET MANAGEMENT, LLC	116.41K	Mar 31, 26	+9.08K	0.06%
Kestra Investment Management, LLC	115.44K	Mar 31, 26	+56.81K	0.06%
NATIXIS ADVISORS, L.P.	113.83K	Mar 31, 26	+48.16K	0.06%
Annex Advisory Services, LLC	112.05K	Mar 31, 26	-353.34K	0.06%
Wedmont Private Capital	110.88K	Mar 31, 26	+373	0.06%
Efficient Advisors, LLC	110.14K	Mar 31, 26	-89.26K	0.06%
Brinker Capital Investments, LLC	108.02K	Mar 31, 26	-907	0.06%
DOPKINS WEALTH MANAGEMENT, LLC	103.09K	Mar 31, 26	+1.15K	0.06%
HB Wealth Management, LLC	100.60K	Mar 31, 26	-1.46K	0.06%
FIDELITY D & D BANCORP INC	99.05K	Mar 31, 26	+6.02K	0.06%
KAVAR CAPITAL PARTNERS GROUP, LLC	97.81K	Mar 31, 26	+7.67K	0.05%
Parkshore Wealth Management, Inc.	97.50K	Mar 31, 26	+9.47K	0.05%
REAP Financial Group, LLC	97.07K	Mar 31, 26	+7.07K	0.05%
Per Stirling Capital Management, LLC.	97.04K	Mar 31, 26	+18.18K	0.05%
WMG Financial Advisors, LLC	95.89K	Mar 31, 26	-6.54K	0.05%
CoreFirst Bank & Trust	95.84K	Mar 31, 26	-7.59K	0.05%
Porter White Investment Advisors, Inc.	95.66K	Mar 31, 26	-1.07K	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	94.90K	Mar 31, 26	-57.38K	0.05%
WealthCollab, LLC	93.45K	Mar 31, 26	+1.99K	0.05%
True North Advisors, LLC	93.05K	Mar 31, 26	-2.20K	0.05%
FFG Partners, LLC	92.64K	Mar 31, 26	+92.64K	0.05%
Financial Futures Ltd Liability Co.	91.75K	Mar 31, 26	+3.01K	0.05%
VOISARD ASSET MANAGEMENT GROUP, INC.	90.15K	Mar 31, 26	+187	0.05%
TD Waterhouse Canada Inc.	89.65K	Mar 31, 26	+3.29K	0.05%
Betterment LLC	89.15K	Mar 31, 26	-2.50K	0.05%
BAYSHORE ASSET MANAGEMENT, LLC	86.99K	Mar 31, 26	-2.26K	0.05%
Fort Vancouver Investment Management, LLC	86.56K	Mar 31, 26	-264	0.05%
POINCIANA ADVISORS GROUP, LLC	86.02K	Mar 31, 26	-934	0.05%
FIRST NATIONAL BANK SIOUX FALLS	84.96K	Mar 31, 26	+5.91K	0.05%
NewEdge Advisors, LLC	82.19K	Mar 31, 26	+4.36K	0.05%
Merit Financial Group, LLC	81.46K	Mar 31, 26	+9.25K	0.05%
SMITH, MOORE & CO.	80.41K	Mar 31, 26	-1.66K	0.04%
Bellecapital International Ltd.	79.25K	Mar 31, 26	+79.25K	0.04%
ANDERSON HOAGLAND & CO	77.77K	Mar 31, 26	-6.17K	0.04%
Cambridge Investment Research Advisors, Inc.	77.71K	Mar 31, 26	+22.78K	0.04%
Bull Oak Capital, LLC	76.44K	Mar 31, 26	+2.51K	0.04%
Fortitude Family Office, LLC	76.01K	Mar 31, 26	+6.63K	0.04%
Oceanside Advisors LLC	75.05K	Mar 31, 26	-2.21K	0.04%
COWA, LLC	74.12K	Mar 31, 26	+1.74K	0.04%
Higgins & Schmidt Wealth Strategies LLC	73.82K	Mar 31, 26	+2.11K	0.04%
Physician Wealth Solutions Inc.	72.85K	Mar 31, 26	+8.19K	0.04%
Beta Wealth Group, Inc.	72.35K	Mar 31, 26	-9.05K	0.04%
ELEVATE WEALTH ADVISORY, INC	72.20K	Mar 31, 26	+7.07K	0.04%
Strategic Blueprint, LLC	71.61K	Mar 31, 26	+1.05K	0.04%
HILL ISLAND FINANCIAL LLC	69.15K	Mar 31, 26	-3.87K	0.04%
XY Planning Network, Inc.	68.31K	Mar 31, 26	+4.58K	0.04%
Estate Counselors, LLC	67.97K	Mar 31, 26	-545	0.04%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	67.62K	Mar 31, 26	-1.24K	0.04%
Truepoint, Inc.	66.75K	Mar 31, 26	-3.56K	0.04%
CLARIS ADVISORS, LLC / MO /	66.71K	Mar 31, 26	+390	0.04%
CLUNE & ASSOCIATES, LTD.	66.60K	Mar 31, 26	+39.08K	0.04%
SEGALL BRYANT & HAMILL, LLC	66.53K	Mar 31, 26	+910	0.04%
BlackRock, Inc.	66.34K	Mar 31, 26	+29.62K	0.04%
CALIBER WEALTH MANAGEMENT, LLC / KS	66.24K	Mar 31, 26	-3.12K	0.04%
ADVISOR GROUP HOLDINGS, INC.	64.00K	Mar 31, 26	+7.93K	0.04%
PCG Wealth Advisors, LLC	63.90K	Mar 31, 26	+2.78K	0.04%
Ballentine Capital Advisors, Inc	63.87K	Mar 31, 26	-1.38K	0.04%
Simplicity Wealth,LLC	63.69K	Mar 31, 26	-8.68K	0.04%
Oak Wealth Advisors LLC	63.48K	Mar 31, 26	+1.44K	0.04%
Allworth Financial LP	63.05K	Mar 31, 26	-2.42K	0.04%
Trilogy Capital Inc.	63.00K	Mar 31, 26	-5.75K	0.04%
Qube Research & Technologies Ltd	61.05K	Mar 31, 26	+14.01K	0.03%
CURIO WEALTH, LLC	60.80K	Mar 31, 26	+2.79K	0.03%
Harbor Group, Inc.	60.71K	Mar 31, 26	+15.27K	0.03%
Empire Financial Management Company, LLC	60.45K	Mar 31, 26	+5.74K	0.03%
Community Bank, N.A.	60.22K	Mar 31, 26	-24.91K	0.03%
Golden Bell Financial Planning LLC	59.80K	Mar 31, 26	-1.92K	0.03%
Greenspring Advisors, LLC	59.46K	Mar 31, 26	-1.24K	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	59.42K	Mar 31, 26	+8.07K	0.03%
CARDIFF PARK ADVISORS, LLC	59.06K	Mar 31, 26	+45	0.03%
Avant Financial Advisors LLC	58.74K	Mar 31, 26	+1.54K	0.03%
Kestra Advisory Services, LLC	56.50K	Mar 31, 26	+4.95K	0.03%
Chicago Partners Investment Group LLC	55.61K	Mar 31, 26	-142	0.03%
EverSource Wealth Advisors, LLC	55.39K	Mar 31, 26	+3.96K	0.03%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	54.92K	Mar 31, 26	+1.34K	0.03%
Kerntke Otto McGlone Wealth Management Group	54.63K	Mar 31, 26	+8.35K	0.03%
Baer Investment Advisory LLC	53.73K	Mar 31, 26	+53.73K	0.03%
VICTORY FINANCIAL GROUP, LLC	53.73K	Mar 31, 26	+13.32K	0.03%
Leibman Financial Services, Inc.	53.53K	Mar 31, 26	-5.57K	0.03%
Stone Point Wealth LLC	52.91K	Mar 31, 26	-1.15K	0.03%
Summit Financial, LLC	52.43K	Mar 31, 26	+52.43K	0.03%
SIGNET FINANCIAL MANAGEMENT, LLC	52.35K	Mar 31, 26	+159	0.03%
Versant Capital Management, Inc	52.06K	Mar 31, 26	-598	0.03%
Cypress Point Wealth Management, LLC	50.86K	Mar 31, 26	+715	0.03%
OLD MISSION CAPITAL LLC	49.98K	Mar 31, 26	+49.98K	0.03%
Laurel Wealth Planning LLC	48.75K	Mar 31, 26	+184	0.03%
Alpha Omega Wealth Management LLC	48.70K	Mar 31, 26	+27.33K	0.03%
Davidson Kahn Capital Management, LLC	48.19K	Mar 31, 26	+48.19K	0.03%
Stokes Family Office, LLC	48.16K	Mar 31, 26	-15.27K	0.03%
Resources Investment Advisors, LLC.	47.42K	Mar 31, 26	+1.39K	0.03%
Tortoise Investment Management, LLC	47.38K	Mar 31, 26	+1.83K	0.03%
Beacon Pointe Advisors, LLC	47.18K	Mar 31, 26	+4.96K	0.03%
Stegent Equity Advisors, Inc.	46.90K	Mar 31, 26	-13.70K	0.03%
Cascade Financial Partners, LLC	46.00K	Mar 31, 26	+5.78K	0.03%
Haven Private, LLC	45.94K	Mar 31, 26	+935	0.03%
Federation des caisses Desjardins du Quebec	45.00K	Mar 31, 26	+173	0.03%
Quantinno Capital Management LP	44.54K	Mar 31, 26	+10.88K	0.02%
Advisory Services Network, LLC	44.08K	Mar 31, 26	+4.26K	0.02%
Wealthfront Advisers LLC	43.97K	Mar 31, 26	+7.09K	0.02%
Concurrent Investment Advisors, LLC	42.61K	Mar 31, 26	+42.61K	0.02%
WealthShield Partners, LLC	41.23K	Mar 31, 26	+1.78K	0.02%
Ariadne Wealth Management, LP	41.14K	Mar 31, 26	+735	0.02%
Prospera Financial Services Inc	40.74K	Mar 31, 26	+35.22K	0.02%
Prospect Financial Group LLC	39.97K	Mar 31, 26	-422	0.02%
CreativeOne Wealth, LLC	39.18K	Mar 31, 26	+4.61K	0.02%
AIRE ADVISORS, LLC	38.95K	Mar 31, 26	-219	0.02%
Systelligence, LLC	38.36K	Mar 31, 26	+38.36K	0.02%
Waterfront Wealth Inc.	37.92K	Mar 31, 26	-977	0.02%
Cloud Capital Management, LLC	37.61K	Mar 31, 26	+9.91K	0.02%
Index Fund Advisors, Inc.	37.43K	Mar 31, 26	+158	0.02%
Continuum Advisory, LLC	36.17K	Mar 31, 26	-309	0.02%
PRINCIPAL SECURITIES, INC.	36.09K	Mar 31, 26	+7.90K	0.02%
SHUFRO ROSE & CO LLC	33.87K	Mar 31, 26	+162	0.02%
BWM Planning, LLC	33.87K	Mar 31, 26	-3.72K	0.02%
Redhawk Wealth Advisors, Inc.	33.82K	Mar 31, 26	-9.55K	0.02%
Lauterbach Financial Advisors, LLC	33.69K	Mar 31, 26	+703	0.02%
WorthPointe, LLC	33.09K	Mar 31, 26	+8.98K	0.02%
Capstone Wealth Management, LLC	32.66K	Mar 31, 26	+1.52K	0.02%
Bright Futures Wealth Management, LLC.	32.56K	Mar 31, 26	-5.85K	0.02%
Arcadia Wealth Management, Inc.	32.45K	Mar 31, 26	+1.75K	0.02%
Smartleaf Asset Management LLC	32.37K	Mar 31, 26	-254	0.02%
CAPITAL PERFORMANCE ADVISORS LLP	32.02K	Mar 31, 26	-655	0.02%
Capasso Planning Partners LLC	31.50K	Mar 31, 26	+946	0.02%
Legacy Wealth Management, LLC / MS	31.43K	Mar 31, 26	+31.43K	0.02%
BAKER TILLY WEALTH MANAGEMENT, LLC	30.47K	Mar 31, 26	-102	0.02%
McLean Asset Management Corp	30.01K	Mar 31, 26	-724	0.02%
RCS Financial Planning, LLC	29.96K	Mar 31, 26	-2.87K	0.02%
COURIER CAPITAL LLC	29.84K	Mar 31, 26	-846	0.02%
JPMORGAN CHASE & CO	29.42K	Mar 31, 26	+12.01K	0.02%
Equita Financial Network, Inc.	29.07K	Mar 31, 26	-2.08K	0.02%
Savvy Advisors, Inc.	28.46K	Mar 31, 26	+5.34K	0.02%
Accurate Wealth Management, LLC	27.98K	Mar 31, 26	+8.89K	0.02%
Evanson Asset Management, LLC	27.68K	Mar 31, 26	+8.09K	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	27.61K	Mar 31, 26	+630	0.02%
Seed Wealth Management, Inc.	27.49K	Mar 31, 26	+235	0.02%
AE Wealth Management LLC	26.92K	Mar 31, 26	+2.17K	0.01%
Forum Financial Management, LP	26.78K	Mar 31, 26	-751	0.01%
Tillman Hartley LLC	26.69K	Mar 31, 26	+3.70K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	25.82K	Mar 31, 26	+5.71K	0.01%
FIFTH THIRD SECURITIES, INC.	25.66K	Mar 31, 26	+6.96K	0.01%
Orion Capital Management LLC	25.31K	Mar 31, 26	+2.79K	0.01%
Janney Montgomery Scott LLC	24.86K	Mar 31, 26	+19.93K	0.01%
LexAurum Advisors, LLC	24.82K	Mar 31, 26	+24.82K	0.01%
Parkwoods Wealth Partners, LLC	24.06K	Mar 31, 26	-587	0.01%
Triton Wealth Management, PLLC	23.93K	Mar 31, 26	+17.85K	0.01%
IAG Wealth Partners, LLC	22.67K	Mar 31, 26	-204	0.01%
Holcombe Financial, Inc.	22.32K	Mar 31, 26	+2.96K	0.01%
Insight Wealth Partners, LLC	22.27K	Mar 31, 26	+218	0.01%
Navigoe, LLC	22.05K	Mar 31, 26	-706	0.01%
Towerpoint Wealth, LLC	22.03K	Mar 31, 26	+22.03K	0.01%
Balboa Wealth Partners	22.01K	Mar 31, 26	+9.65K	0.01%
Envestnet Portfolio Solutions, Inc.	21.94K	Mar 31, 26	-7.17K	0.01%
Astra Wealth Partners LLC	21.58K	Mar 31, 26	-216	0.01%
Gradient Capital Advisors, LLC	21.49K	Mar 31, 26	-486	0.01%
PFC CAPITAL GROUP, INC.	21.02K	Mar 31, 26	+738	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	20.86K	Mar 31, 26	+134	0.01%
LAM GROUP, INC.	20.78K	Mar 31, 26	+4.17K	0.01%
Private Advisor Group, LLC	20.48K	Mar 31, 26	-6.34K	0.01%
Arete Wealth Advisors, LLC	19.78K	Mar 31, 26	+53	0.01%
CoreCap Advisors, LLC	19.70K	Mar 31, 26	+252	0.01%
Cornerstone Wealth Management, LLC	19.45K	Mar 31, 26	-512	0.01%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	19.37K	Mar 31, 26	+19.37K	0.01%
SEEDS INVESTOR LLC	19.30K	Mar 31, 26	+14.04K	0.01%
Passive Capital Management, LLC.	19.27K	Mar 31, 26	-73	0.01%
Paragon Advisors, LLC	19.23K	Mar 31, 26	-2.24K	0.01%
Clark Asset Management, LLC	19.13K	Mar 31, 26	+7.16K	0.01%
LRI Investments, LLC	19.03K	Mar 31, 26	-142	0.01%
PHILADELPHIA TRUST CO	18.92K	Mar 31, 26	-54	0.01%
Vivaldi Capital Management LP	18.77K	Mar 31, 26	-754	0.01%
Sigma Planning Corp	18.68K	Mar 31, 26	-537	0.01%
Dogwood Wealth Management LLC	18.19K	Mar 31, 26	-652	0.01%
True Vision MN LLC	17.46K	Mar 31, 26	-1.13K	0.01%
SC&H Financial Advisors, Inc.	17.39K	Mar 31, 26	+4	0.01%
Gibson Capital, LLC	17.00K	Mar 31, 26	-3.73K	0.01%
Breakwater Capital Group	16.46K	Mar 31, 26	+1.94K	0.01%
NWAM LLC	16.23K	Mar 31, 26	+8.53K	0.01%
Northland Capital Management LLC	16.20K	Mar 31, 26	+898	0.01%
Pacific Asset Management, LLC	16.03K	Mar 31, 26	+1.80K	0.01%
JANE STREET GROUP, LLC	15.95K	Mar 31, 26	+15.95K	0.01%
Baker Ellis Asset Management LLC	15.83K	Mar 31, 26	--	0.01%
Verdence Capital Advisors LLC	15.70K	Mar 31, 26	+186	0.01%
CAPTRUST FINANCIAL ADVISORS	15.62K	Mar 31, 26	+1.21K	0.01%
IMG Wealth Management, Inc.	15.59K	Mar 31, 26	+15.59K	0.01%
L.K. Benson & Company, P.C.	15.51K	Mar 31, 26	-129	0.01%
VERUS WEALTH MANAGEMENT, LLC	15.40K	Mar 31, 26	-449	0.01%
Austin Wealth Management, LLC	15.39K	Mar 31, 26	-6.98K	0.01%
Berkeley, Inc	15.35K	Mar 31, 26	+15.35K	0.01%
CVA Family Office, LLC	15.02K	Mar 31, 26	+265	0.01%
Independent Advisor Alliance	14.89K	Mar 31, 26	+2.61K	0.01%
Belpointe Asset Management LLC	14.71K	Mar 31, 26	+14.71K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	14.66K	Mar 31, 26	+5.25K	0.01%
UMB Bank, n.a.	14.53K	Mar 31, 26	+3.12K	0.01%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	14.31K	Mar 31, 26	+14.31K	0.01%
Maridea Wealth Management LLC	14.11K	Mar 31, 26	+2.09K	0.01%
Trademark Financial Management, LLC	13.98K	Mar 31, 26	+1.01K	0.01%
Powerhouse Assets LLC	13.80K	Mar 31, 26	+1.22K	0.01%
Catalytic Wealth RIA, LLC	13.64K	Mar 31, 26	--	0.01%
Tanglewood Wealth Management, Inc.	13.60K	Mar 31, 26	+13.60K	0.01%
Maia Wealth LLC	13.60K	Mar 31, 26	+60	0.01%
Clark Capital Management Group, Inc.	13.59K	Mar 31, 26	+3.26K	0.01%
SEAVIEW INVESTMENT MANAGERS LLC	13.59K	Mar 31, 26	+13.59K	0.01%
Curtis Advisory Group, LLC	13.26K	Mar 31, 26	-232	0.01%
Certified Advisory Corp	13.23K	Mar 31, 26	+1.38K	0.01%
Sunpointe, LLC	13.16K	Mar 31, 26	--	0.01%
Hardin Capital Partners, LLC	12.88K	Mar 31, 26	+145	0.01%
FMB WEALTH MANAGEMENT	12.86K	Mar 31, 26	--	0.01%
Financial Engines Advisors L.L.C.	12.64K	Mar 31, 26	+7	0.01%
Total Clarity Wealth Management, Inc.	12.35K	Mar 31, 26	+7.71K	0.01%
Brookstone Capital Management	12.18K	Mar 31, 26	+12.18K	0.01%
Rockefeller Capital Management L.P.	11.93K	Mar 31, 26	+1.82K	0.01%
Burk Holdings LLC	11.86K	Mar 31, 26	+206	0.01%
TABLEAUX LLC	11.77K	Mar 31, 26	+11.77K	0.01%
Fortis Capital Advisors, LLC	11.64K	Mar 31, 26	+11.64K	0.01%
CENTRAL TRUST Co	11.57K	Mar 31, 26	--	0.01%
FMR LLC	11.24K	Mar 31, 26	+5.47K	0.01%
Abacus Planning Group, Inc.	11.13K	Mar 31, 26	+391	0.01%
Steward Partners Investment Advisory, LLC	11.12K	Mar 31, 26	+2.85K	0.01%
Asset Dedication, LLC	11.12K	Mar 31, 26	-601	0.01%
E&G Advisors, LP	11.02K	Mar 31, 26	+11.02K	0.01%
MIDDLETON & CO INC/MA	10.98K	Mar 31, 26	+10.98K	0.01%
Joseph P. Lucia & Associates, LLC	10.87K	Mar 31, 26	+345	0.01%
MGO ONE SEVEN LLC	10.83K	Mar 31, 26	+258	0.01%
Ancora Advisors, LLC	10.17K	Mar 31, 26	+6.49K	0.01%
Caprock Group, LLC	10.15K	Mar 31, 26	--	0.01%
Equitable Holdings, Inc.	10.07K	Mar 31, 26	+2.94K	0.01%
Level Financial Advisors, Inc.	9.93K	Mar 31, 26	-273	0.01%
Ashton Thomas Private Wealth, LLC	9.87K	Mar 31, 26	+1.84K	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	9.77K	Mar 31, 26	-237	0.01%
Prosperity Consulting Group, LLC	9.73K	Mar 31, 26	-163	0.01%
BROWN ADVISORY INC	9.64K	Mar 31, 26	--	0.01%
FIFTH THIRD BANCORP	9.55K	Mar 31, 26	+9.39K	0.01%
SouthState Corp	9.47K	Mar 31, 26	+9.47K	0.01%
CAP Partners, LLC	9.32K	Mar 31, 26	-715	0.01%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	9.20K	Mar 31, 26	--	0.01%
Integrated Wealth Concepts LLC	8.98K	Mar 31, 26	+2.63K	0.01%
Kelman-Lazarov, Inc.	8.67K	Mar 31, 26	+926	0.00%
Capital Analysts, LLC	8.45K	Mar 31, 26	+10	0.00%
Pacific Sage Partners, LLC	8.43K	Mar 31, 26	+16	0.00%
Selective Wealth Management, Inc.	8.34K	Mar 31, 26	+390	0.00%
Vise Technologies, Inc.	8.28K	Mar 31, 26	--	0.00%
TBH Global Asset Management, LLC	8.23K	Mar 31, 26	+8.23K	0.00%
Klaas Financial Asset Advisors, LLC	8.19K	Mar 31, 26	-74.43K	0.00%
NCM Capital Management, LLC	8.08K	Mar 31, 26	+895	0.00%
Visionary Wealth Advisors	8.02K	Mar 31, 26	-949	0.00%
SELDON CAPITAL LP	8.00K	Mar 31, 26	--	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	7.96K	Mar 31, 26	+4.51K	0.00%
Ifrah Financial Services, Inc.	7.92K	Mar 31, 26	-193	0.00%
DRIVE WEALTH MANAGEMENT, LLC	7.82K	Mar 31, 26	+747	0.00%
Prosperitas Financial LLC	7.72K	Mar 31, 26	+249	0.00%
Canvas Wealth Advisors, LLC	7.70K	Mar 31, 26	+7.70K	0.00%
Signal Advisors Wealth, LLC	7.66K	Mar 31, 26	-567	0.00%
Nemes Rush Group LLC	7.55K	Mar 31, 26	+3.36K	0.00%
Camarda Financial Advisors, LLC	7.54K	Mar 31, 26	-378	0.00%
Exchange Bank	7.41K	Mar 31, 26	-1.22K	0.00%
Root Financial Partners, LLC	7.24K	Mar 31, 26	+6.30K	0.00%
Goldstein Advisors, LLC	7.21K	Mar 31, 26	--	0.00%
Skopos Labs, Inc.	7.14K	Mar 31, 26	+4.97K	0.00%
VisionPoint Advisory Group, LLC	7.11K	Mar 31, 26	-31	0.00%
Ruedi Wealth Management, Inc.	6.91K	Mar 31, 26	--	0.00%
Clarity Wealth Development LLC	6.90K	Mar 31, 26	-367	0.00%
D. E. Shaw & Co., Inc.	6.86K	Mar 31, 26	--	0.00%
ENTREWEALTH, LLC	6.86K	Mar 31, 26	+210	0.00%
Bragg Financial Advisors, Inc	6.71K	Mar 31, 26	+530	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.58K	Mar 31, 26	+500	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6.55K	Mar 31, 26	+89	0.00%
Haverford Financial Services, Inc.	6.30K	Mar 31, 26	+6.30K	0.00%
ENDEAVOR PRIVATE WEALTH, INC.	6.21K	Mar 31, 26	-251	0.00%
M Wealth Management, LLC	6.15K	Mar 31, 26	+1.49K	0.00%
Integrity Wealth Solutions LLC	6.12K	Mar 31, 26	+2.08K	0.00%
BROWN BROTHERS HARRIMAN & CO	6.08K	Mar 31, 26	--	0.00%
Tranquility Partners, LLC	6.03K	Mar 31, 26	+110	0.00%
Modern Wealth Management, LLC	6.02K	Mar 31, 26	-2.62K	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	5.97K	Mar 31, 26	+2.03K	0.00%
AMERIPRISE FINANCIAL INC	5.96K	Mar 31, 26	+1.34K	0.00%
CIBC WORLD MARKET INC.	5.95K	Mar 31, 26	+5.95K	0.00%
MCF Advisors LLC	5.70K	Mar 31, 26	-700	0.00%
SIMPLEX TRADING, LLC	5.59K	Mar 31, 26	+5.59K	0.00%
Seaside Wealth Management, Inc.	5.47K	Mar 31, 26	-983	0.00%
MERCER GLOBAL ADVISORS INC /ADV	5.45K	Mar 31, 26	+2.69K	0.00%
RITHOLTZ WEALTH MANAGEMENT	5.45K	Mar 31, 26	+5.45K	0.00%
Vestmark Advisory Solutions, Inc.	5.45K	Mar 31, 26	+1.82K	0.00%
JAMES INVESTMENT RESEARCH INC	5.22K	Mar 31, 26	+547	0.00%
GUYASUTA INVESTMENT ADVISORS INC	5.20K	Mar 31, 26	+5.20K	0.00%
Lutz Financial Services LLC	5.12K	Mar 31, 26	--	0.00%
W.H. Cornerstone Investments Inc.	5.07K	Mar 31, 26	+5.07K	0.00%
Wealthcare Advisory Partners LLC	5.06K	Mar 31, 26	-14.80K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	5.02K	Mar 31, 26	+254	0.00%
Parkside Financial Bank & Trust	4.88K	Mar 31, 26	-333	0.00%
Palisade Asset Management, LLC	4.84K	Mar 31, 26	--	0.00%
MAI Capital Management	4.79K	Mar 31, 26	+3.31K	0.00%
Rockwood Wealth Management, LLC	4.68K	Mar 31, 26	--	0.00%
Empirical Finance, LLC	4.65K	Mar 31, 26	-1.99K	0.00%
Colonial River Wealth Management, LLC	4.59K	Mar 31, 26	+56	0.00%
Tranquilli Financial Advisor LLC	4.52K	Mar 31, 26	-311	0.00%
Lodestone Wealth Management LLC	4.46K	Mar 31, 26	+4.40K	0.00%
DBK Financial Counsel, LLC	4.45K	Mar 31, 26	+1.25K	0.00%
Dougherty Wealth Advisers LLC	4.39K	Mar 31, 26	-4.08K	0.00%
Stonebridge Financial Group, LLC	4.38K	Mar 31, 26	+1.67K	0.00%
Bank of New York Mellon Corp	4.34K	Mar 31, 26	-2.22K	0.00%
STEVENS CAPITAL PARTNERS	4.32K	Mar 31, 26	+4.32K	0.00%
Intelligent Financial Strategies	4.27K	Mar 31, 26	--	0.00%
HARBOR INVESTMENT ADVISORY, LLC	4.13K	Mar 31, 26	+460	0.00%
Destination Wealth Management	4.08K	Mar 31, 26	+677	0.00%
Atlas Wealth LLC	4.01K	Mar 31, 26	+494	0.00%
Summit Financial Wealth Advisors, LLC	4.00K	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	3.96K	Mar 31, 26	+152	0.00%
Valmark Advisers, Inc.	3.95K	Mar 31, 26	+3.95K	0.00%
Mutual Advisors, LLC	3.86K	Mar 31, 26	+733	0.00%
LIBERTY WEALTH MANAGEMENT LLC	3.85K	Mar 31, 26	+4	0.00%
Allodium Investment Consultants, LLC	3.82K	Mar 31, 26	+825	0.00%
NATIONAL BANK OF CANADA /FI/	3.73K	Mar 31, 26	+2.72K	0.00%
Life Planning Partners, Inc	3.60K	Mar 31, 26	--	0.00%
Ronald Blue Trust, Inc.	3.58K	Mar 31, 26	-9	0.00%
Financial Symmetry Inc	3.56K	Mar 31, 26	--	0.00%
Inspire Advisors, LLC	3.52K	Mar 31, 26	+3.52K	0.00%
Financial Architects, LLC	3.51K	Mar 31, 26	+750	0.00%
Clearstead Advisors, LLC	3.50K	Mar 31, 26	+3.42K	0.00%
Jacobi Capital Management LLC	3.50K	Mar 31, 26	+1	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3.50K	Mar 31, 26	+1.18K	0.00%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	3.50K	Mar 31, 26	+3.50K	0.00%
HARBOUR INVESTMENTS, INC.	3.47K	Mar 31, 26	+473	0.00%
Kingsview Wealth Management, LLC	3.37K	Mar 31, 26	-1.20K	0.00%
GDS Wealth Management	3.34K	Mar 31, 26	+3.34K	0.00%
Parallel Advisors, LLC	3.33K	Mar 31, 26	+99	0.00%
FIRST TRUST ADVISORS LP	3.31K	Mar 31, 26	+305	0.00%
Synergy Investment Management, LLC	3.28K	Mar 31, 26	+67	0.00%
Keel Point, LLC	3.11K	Mar 31, 26	-96	0.00%
JDH Wealth Management, LLC	3.09K	Mar 31, 26	-61	0.00%
Robertson Stephens Wealth Management, LLC	3.09K	Mar 31, 26	+24	0.00%
Leading Edge Financial Planning LLC	3.07K	Mar 31, 26	--	0.00%
SAGE RHINO CAPITAL LLC	3.06K	Mar 31, 26	+1	0.00%
FIRST NATIONAL BANK OF OMAHA	3.06K	Mar 31, 26	+3.06K	0.00%
Atria Investments, Inc	3.04K	Mar 31, 26	-14.57K	0.00%
Caerus Investment Advisors, LLC	3.02K	Mar 31, 26	-860	0.00%
Avidian Wealth Solutions, LLC	2.93K	Mar 31, 26	+4	0.00%
Riverbend Wealth Management, LLC	2.87K	Mar 31, 26	-170	0.00%
Echo Wealth Management, LLC	2.86K	Mar 31, 26	+2.86K	0.00%
RVW Wealth, LLC	2.82K	Mar 31, 26	--	0.00%
TruNorth Capital Management, LLC	2.81K	Mar 31, 26	--	0.00%
CUSTOM INDEX SYSTEMS, LLC	2.76K	Mar 31, 26	+2.76K	0.00%
Capital Group Private Client Services, Inc.	2.73K	Mar 31, 26	+2.73K	0.00%
Dorsey & Whitney Trust CO LLC	2.73K	Mar 31, 26	--	0.00%
Baird Financial Group, Inc.	2.72K	Mar 31, 26	+73	0.00%
EVOKE WEALTH, LLC	2.67K	Mar 31, 26	+195	0.00%
Mesirow Financial Investment Management, Inc.	2.66K	Mar 31, 26	--	0.00%
Element Wealth, LLC	2.54K	Mar 31, 26	+2.54K	0.00%
OKABENA INVESTMENT SERVICES INC	2.52K	Mar 31, 26	--	0.00%
CWA Asset Management Group, LLC	2.47K	Mar 31, 26	-298	0.00%
ROMAN BUTLER FULLERTON & CO	2.44K	Mar 31, 26	+2.44K	0.00%
Cypress Wealth Services, LLC	2.43K	Mar 31, 26	--	0.00%
Csenge Advisory Group	2.43K	Mar 31, 26	+154	0.00%
Koshinski Asset Management, Inc.	2.40K	Mar 31, 26	+2.40K	0.00%
J.W. COLE ADVISORS, INC.	2.37K	Mar 31, 26	+2.37K	0.00%
Meritas Wealth Management, LLC	2.32K	Mar 31, 26	+43	0.00%
Foundations Investment Advisors, LLC	2.32K	Mar 31, 26	-35.93K	0.00%
Nova R Wealth, Inc.	2.32K	Mar 31, 26	+3	0.00%
TRUIST FINANCIAL CORP	2.27K	Mar 31, 26	+2.27K	0.00%
Fortis Capital Management LLC	2.27K	Mar 31, 26	--	0.00%
Shotwell Rutter Baer Inc	2.25K	Mar 31, 26	-75	0.00%
B. Riley Wealth Advisors, Inc.	2.19K	Mar 31, 26	-598	0.00%
QRG CAPITAL MANAGEMENT, INC.	2.19K	Mar 31, 26	-127	0.00%
IHT Wealth Management, LLC	2.19K	Mar 31, 26	-37.56K	0.00%
Trellis Wealth Advisors LLC	2.18K	Mar 31, 26	+2.18K	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	2.17K	Mar 31, 26	--	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.11K	Mar 31, 26	+2.11K	0.00%
Accel Wealth Management	2.08K	Mar 31, 26	+2.08K	0.00%
Heron Bay Capital Management	2.08K	Mar 31, 26	+2.08K	0.00%
GTS SECURITIES LLC	2.06K	Mar 31, 26	-1.64K	0.00%
Bison Wealth, LLC	2.05K	Mar 31, 26	+2.05K	0.00%
NICOLET BANKSHARES INC	2.00K	Mar 31, 26	+2.00K	0.00%
Ritter Daniher Financial Advisory LLC / DE	1.81K	Mar 31, 26	--	0.00%
ASSETMARK, INC	1.70K	Mar 31, 26	+869	0.00%
Western Pacific Wealth Management, LP	1.65K	Mar 31, 26	+1.65K	0.00%
Operose Advisors LLC	1.65K	Mar 31, 26	+703	0.00%
Bank of New Hampshire	1.58K	Mar 31, 26	-1	0.00%
Sunbelt Securities, Inc.	1.53K	Mar 31, 26	+1.11K	0.00%
Global Trust Asset Management, LLC	1.52K	Mar 31, 26	-625	0.00%
Cornerstone Planning Group LLC	1.51K	Mar 31, 26	+818	0.00%
Trust Co	1.28K	Mar 31, 26	--	0.00%
Clarity Asset Management, Inc.	1.21K	Mar 31, 26	+1.01K	0.00%
Aptus Capital Advisors, LLC	1.20K	Mar 31, 26	+100	0.00%
Anchor Investment Management, LLC	1.13K	Mar 31, 26	--	0.00%
US BANCORP \DE\	1.08K	Mar 31, 26	-122	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	981	Mar 31, 26	+981	0.00%
Salomon & Ludwin, LLC	980	Mar 31, 26	-51	0.00%
Arlington Trust Co LLC	980	Mar 31, 26	+980	0.00%
Cassaday & Co Wealth Management LLC	932	Mar 31, 26	+932	0.00%
ANGELES WEALTH MANAGEMENT, LLC	932	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	907	Mar 31, 26	+907	0.00%
IFP Advisors, Inc	904	Mar 31, 26	+764	0.00%
Smallwood Wealth Investment Management, LLC	856	Mar 31, 26	--	0.00%
Longview Financial Advisors, Inc.	804	Mar 31, 26	+804	0.00%
VALLEY NATIONAL ADVISERS INC	781	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	702	Mar 31, 26	-458	0.00%
Clayton Financial Group LLC	605	Mar 31, 26	-27	0.00%
FIDUCIARY ADVISORS, INC.	580	Mar 31, 26	+1	0.00%
Western Wealth Management, LLC	540	Mar 31, 26	+540	0.00%
Glassman Wealth Services	521	Mar 31, 26	--	0.00%
ALERUS FINANCIAL NA	520	Mar 31, 26	--	0.00%
Johnson Financial Group, Inc.	463	Mar 31, 26	+463	0.00%
Corsicana & Co.	462	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	436	Mar 31, 26	+230	0.00%
JDM Financial Group LLC	431	Mar 31, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	429	Mar 31, 26	+429	0.00%
ROGCO, LP	422	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	417	Mar 31, 26	-89	0.00%
VANGUARD ADVISERS INC	397	Mar 31, 26	+397	0.00%
Pinnacle Bancorp, Inc.	382	Mar 31, 26	+2	0.00%
Strategic Wealth Partners, Ltd.	371	Mar 31, 26	-69	0.00%
Crewe Advisors LLC	360	Mar 31, 26	--	0.00%
TD Capital Management LLC	348	Mar 31, 26	--	0.00%
Key FInancial Inc	332	Mar 31, 26	--	0.00%
SWAN Capital LLC	309	Mar 31, 26	+309	0.00%
ISLAY CAPITAL MANAGEMENT, LLC	300	Mar 31, 26	--	0.00%
Kingdom Financial Group LLC.	281	Mar 31, 26	+51	0.00%
Lloyd Advisory Services, LLC.	281	Mar 31, 26	-1.05K	0.00%
HUNTINGTON NATIONAL BANK	266	Mar 31, 26	+266	0.00%
FAS Wealth Partners, Inc.	250	Mar 31, 26	--	0.00%
Oakworth Capital, Inc.	235	Mar 31, 26	--	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	224	Mar 31, 26	--	0.00%
BESSEMER GROUP INC	221	Mar 31, 26	-498	0.00%
Creative Capital Management Investments LLC	210	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	187	Mar 31, 26	+187	0.00%
Piscataqua Savings Bank	186	Mar 31, 26	+186	0.00%
HHM Wealth Advisors, LLC	184	Mar 31, 26	+184	0.00%
Barnes Dennig Private Wealth Management LLC	181	Mar 31, 26	+79	0.00%
Geneos Wealth Management Inc.	174	Mar 31, 26	+26	0.00%
Hurley Capital, LLC	159	Mar 31, 26	+159	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	154	Mar 31, 26	+154	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	152	Mar 31, 26	+26	0.00%
Capital Investment Advisory Services, LLC	150	Mar 31, 26	+116	0.00%
WHITTIER TRUST CO OF NEVADA INC	148	Mar 31, 26	-475	0.00%
PRIVATE TRUST CO NA	133	Mar 31, 26	+133	0.00%
Coston, McIsaac & Partners	132	Mar 31, 26	+132	0.00%
Team Financial Group, LLC	125	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	111	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	108	Mar 31, 26	+108	0.00%
Bogart Wealth, LLC	103	Mar 31, 26	+103	0.00%
GAMMA Investing LLC	100	Mar 31, 26	--	0.00%
Annis Gardner Whiting Capital Advisors, LLC	100	Mar 31, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	89	Mar 31, 26	--	0.00%
AMERIFLEX GROUP, INC.	75	Mar 31, 26	--	0.00%
Spire Wealth Management	53	Mar 31, 26	--	0.00%
Abound Wealth Management	44	Mar 31, 26	--	0.00%
BFSG, LLC	36	Mar 31, 26	--	0.00%
Reyes Financial Architecture, Inc.	31	Mar 31, 26	+31	0.00%
S&T BANK/PA	28	Mar 31, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	27	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	23	Mar 31, 26	--	0.00%
WOLFF WIESE MAGANA LLC	23	Mar 31, 26	+23	0.00%
AdvisorNet Financial, Inc	16	Mar 31, 26	+16	0.00%
Anfield Capital Management, LLC	14	Mar 31, 26	+14	0.00%
DELTA ASSET MANAGEMENT LLC/TN	13	Mar 31, 26	+13	0.00%
CITIGROUP INC	10	Mar 31, 26	-3.92K	0.00%
Addison Advisors LLC	9	Mar 31, 26	--	0.00%
Golden State Wealth Management, LLC	8	Mar 31, 26	--	0.00%
TSFG, LLC	6	Mar 31, 26	--	0.00%
SIGNATUREFD, LLC	6	Mar 31, 26	--	0.00%
Signature Resources Capital Management, LLC	5	Mar 31, 26	--	0.00%
POM Investment Strategies, LLC	--	Mar 31, 26	-366	--
Carolina Wealth Advisors, LLC	--	Mar 31, 26	-805	--
CX Institutional	--	Mar 31, 26	-24	--
McIlrath & Eck, LLC	--	Mar 31, 26	-822	--
CHILTON CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-1.45K	--
Verdad Advisers, LP	--	Mar 31, 26	-14.00K	--
GODSEY & GIBB, INC	--	Mar 31, 26	-86	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-153	--
FARMERS & MERCHANTS INVESTMENTS INC	--	Mar 31, 26	-16	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-14.52K	--
TFB Advisors LLC	--	Mar 31, 26	-4.54K	--
Atomi Financial Group, Inc.	--	Mar 31, 26	-3.78K	--
LJI Wealth Management, LLC	--	Mar 31, 26	-3.92K	--
Private Wealth Asset Management, LLC	--	Mar 31, 26	-228	--
CULLEN/FROST BANKERS, INC.	--	Mar 31, 26	-26	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-9	--
GoalVest Advisory LLC	--	Mar 31, 26	-57	--
CSS LLC/IL	--	Mar 31, 26	-8.32K	--
Divergent Planning, LLC	529.89K	Dec 31, 25	-2.12K	0.30%
Schulz Wealth, LTD.	84.50K	Dec 31, 25	+2.03K	0.05%
AllGen Financial Advisors, Inc.	31.26K	Dec 31, 25	+1.69K	0.02%
Liberty Capital Management, Inc.	10.00K	Dec 31, 25	+6.01K	0.01%
COMERICA BANK	8.61K	Dec 31, 25	+526	0.00%
Global Retirement Partners, LLC	3.58K	Dec 31, 25	+985	0.00%
CIBC Private Wealth Group, LLC	2.72K	Dec 31, 25	+760	0.00%
Stephens Consulting, LLC	43	Dec 31, 25	+43	0.00%
Willow Creek Wealth Management Inc.	299.19K	Sep 30, 25	+3.96K	0.17%
Accredited Wealth Management, LLC	135.38K	Sep 30, 25	+134.77K	0.08%
Fortress Wealth Management, Inc.	65.42K	Sep 30, 25	+1.29K	0.04%
Kathleen S. Wright Associates Inc.	2.26K	Sep 30, 25	--	0.00%
Promus Capital, LLC	--	Sep 30, 25	-532	--
Lion Street Advisors, LLC	--	Sep 30, 25	-4.75K	--
PrairieView Partners, LLC	482.25K	Jun 30, 25	-18.73K	0.27%
Blue Investment Partners LLC	69.97K	Jun 30, 25	+69.97K	0.04%
Kings Path Partners LLC	53.13K	Jun 30, 25	-1.83K	0.03%
Efficient Frontier Advisors LLC	37.38K	Jun 30, 25	+84	0.02%
Good Life Advisors, LLC	25.38K	Jun 30, 25	+1.15K	0.01%
Parkworth Wealth Management, Inc.	24.70K	Jun 30, 25	+1.42K	0.01%
KRAFT ASSET MANAGEMENT, LLC	22.22K	Jun 30, 25	-7.10K	0.01%
Atria Wealth Solutions, Inc.	15.38K	Jun 30, 25	-832	0.01%
DHK Financial Advisors, Inc.	4.38K	Jun 30, 25	+80	0.00%
Bordeaux Wealth Advisors LLC	4.00K	Jun 30, 25	--	0.00%
Congress Wealth Management LLC / DE /	2.85K	Jun 30, 25	+2.85K	0.00%
AVANTAX ADVISORY SERVICES, INC.	2.56K	Jun 30, 25	+2.56K	0.00%
First Horizon Advisors, Inc.	326	Jun 30, 25	+124	0.00%
Legacy Investment Solutions, LLC	158	Jun 30, 25	+158	0.00%
CCM INVESTMENT GROUP, LLC	715.19K	Mar 31, 25	+9.82K	0.40%
Callan Capital, LLC	448.15K	Mar 31, 25	+4.68K	0.25%
Aveo Capital Partners, LLC	135.73K	Mar 31, 25	+54.78K	0.08%
Orion Portfolio Solutions, LLC	108.98K	Mar 31, 25	-6.61K	0.06%
Spectrum Wealth Counsel, LLC	--	Mar 31, 25	-18	--
Carlson Capital Management	570.29K	Dec 31, 24	+5.59K	0.32%
WMS Partners, LLC	134.28K	Dec 31, 24	-7.11K	0.07%
Merriman Wealth Management, LLC	17.16K	Dec 31, 24	-10.86K	0.01%
WR Wealth Planners, LLC	5.42K	Dec 31, 24	-587	0.00%
Raymond James Financial Services Advisors, Inc.	97.92K	Sep 30, 24	+61.82K	0.05%
RAYMOND JAMES & ASSOCIATES	36.15K	Sep 30, 24	+5.86K	0.02%
Bridge Advisory, LLC	23.32K	Sep 30, 24	-312	0.01%
Annapolis Financial Services, LLC	4.53K	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.58M	Jun 30, 24	+315.60K	1.44%
ML & R WEALTH MANAGEMENT LLC	35.78K	Mar 31, 24	-9.91K	0.02%
SOUNDMARK WEALTH MANAGEMENT, LLC	19.01K	Mar 31, 24	-3.86K	0.01%
Cetera Advisor Networks LLC	8.07K	Mar 31, 24	+1.35K	0.00%
Cetera Advisors LLC	3.29K	Mar 31, 24	+3.29K	0.00%
Coulter & Justus Financial Services, LLC	--	Mar 31, 24	-3.89K	--
First Ascent Asset Management, LLC	107.41K	Dec 31, 23	+4.87K	0.06%
Adroit Compliance, LLC	31.04K	Dec 31, 23	+31.04K	0.02%
Bridgeworth, LLC	6.17K	Dec 31, 23	+6.17K	0.00%
PATHSTONE FAMILY OFFICE, LLC	179.33K	Sep 30, 23	+119.32K	0.10%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	35.11K	Sep 30, 23	-135	0.02%
BRIGGS ADVISORY GROUP, INC.	15.38K	Sep 30, 23	+15.38K	0.01%
Truadvice, LLC	3.85K	Sep 30, 23	-618	0.00%
Silicon Hills Wealth Management, LLC	182.97K	Jun 30, 23	-17.04K	0.10%
Relaxing Retirement Coach	5.72K	Jun 30, 23	+5.72K	0.00%
TimeScale Financial, Inc.	35	Jun 30, 23	+30	0.00%
Brainard Capital Management LLC	56.88K	Mar 31, 23	+9.80K	0.03%
Cardinal Point Wealth Management Partners, LLC	14.04K	Mar 31, 23	+6.60K	0.01%
Baldrige Asset Management LLC	11.63K	Mar 31, 23	+1.13K	0.01%
TRUSTCORE FINANCIAL SERVICES, LLC	1.68K	Dec 31, 22	+1.43K	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	1.19M	Sep 30, 22	+137.12K	0.66%
CPWM, LLC	211.65K	Sep 30, 22	+105.20K	0.12%
Portfolio Solutions, LLC	79.16K	Sep 30, 22	+28.83K	0.04%
DOWLING & YAHNKE LLC	73.84K	Sep 30, 22	+12.61K	0.04%
Meristem Family Wealth, LLC	--	Mar 31, 22	-8.63K	--
MANAGED ACCOUNT SERVICES INC	113.14K	Sep 30, 21	-15.80K	0.06%
Cardinal Point Wealth Management LLC	7.35K	Sep 30, 21	-125	0.00%
BINGHAM OSBORN & SCARBOROUGH LLC	3.63K	Sep 30, 21	+3.63K	0.00%

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Holder

Date

Change

% Held

JONES FINANCIAL COMPANIES LLLP

30.36M

Mar 31, 26

-579.23K

16.91%

Creative Planning

23.78M

Mar 31, 26

+1.19M

13.24%

Savant Capital, LLC

11.52M

Mar 31, 26

+82.35K

6.42%

Colony Group, LLC

4.38M

Mar 31, 26

+256.94K

2.44%

Buckingham Strategic Partners

4.12M

Mar 31, 26

+212.98K

2.29%

Accredited Investors Inc.

2.63M

Mar 31, 26

+23.63K

1.47%

ENVESTNET ASSET MANAGEMENT INC

2.56M

Mar 31, 26

+280.86K

1.43%

Mason Investment Advisory Services, Inc.

2.36M

Mar 31, 26

-55.58K

1.31%

Modera Wealth Management, LLC

2.19M

Mar 31, 26

+108.78K

1.22%

Haverford Trust Co

1.66M

Mar 31, 26

+20.98K

0.92%

Pure Financial Advisors, LLC

1.65M

Mar 31, 26

-64.17K

0.92%

LPL Financial LLC

1.64M

Mar 31, 26

+210.02K

0.91%

Cerity Partners LLC

1.42M

Mar 31, 26

+89.62K

0.79%

CI Private Wealth, LLC

1.33M

Mar 31, 26

+52.98K

0.74%

AMERICAN CENTURY COMPANIES INC

1.20M

Mar 31, 26

+163.98K

0.67%

MORGAN STANLEY

1.09M

Mar 31, 26

+226.00K

0.61%

BANK OF MONTREAL /CAN/

957.14K

Mar 31, 26

+19.65K

0.53%

Unison Advisors LLC

827.53K

Mar 31, 26

-1.43K

0.46%

BANK OF AMERICA CORP /DE/

800.21K

Mar 31, 26

+492.65K

0.45%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

762.78K

Mar 31, 26

+162.06K

0.42%

TCI Wealth Advisors, Inc.

697.53K

Mar 31, 26

-2.22K

0.39%

Frontier Asset Management, LLC

660.27K

Mar 31, 26

+76.40K

0.37%

Sequoia Financial Advisors, LLC

647.18K

Mar 31, 26

+10.64K

0.36%

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

630.58K

Mar 31, 26

+18.16K

0.35%

Wealth Management Nebraska

565.04K

Mar 31, 26

+12.36K

0.31%

Empowered Funds, LLC

543.28K

Mar 31, 26

-30.18K

0.30%

EP Wealth Advisors, LLC

532.13K

Mar 31, 26

+505.99K

0.30%

Horizon Investments, LLC

527.55K

Mar 31, 26

-65.79K

0.29%

HighTower Advisors, LLC

517.40K

Mar 31, 26

-61.60K

0.29%

Hill Investment Group Partners, LLC

506.11K

Mar 31, 26

-2.90K

0.28%

Foster Group, Inc.

495.56K

Mar 31, 26

-51.31K

0.28%

Apella Capital, LLC

489.84K

Mar 31, 26

+19.44K

0.27%

Strategic Financial Planning, Inc.

481.15K

Mar 31, 26

+481.15K

0.27%

PARK AVENUE SECURITIES LLC

478.97K

Mar 31, 26

-13.86K

0.27%

Brickley Wealth Management

451.27K

Mar 31, 26

-1.90K

0.25%

Cetera Investment Advisers

448.41K

Mar 31, 26

+49.85K

0.25%

CITADEL ADVISORS LLC

443.06K

Mar 31, 26

+443.06K

0.25%

Beaird Harris Wealth Management, LLC

426.73K

Mar 31, 26

-10.35K

0.24%

Greenline Partners, LLC

411.92K

Mar 31, 26

+8.64K

0.23%

RAYMOND JAMES FINANCIAL INC

402.13K

Mar 31, 26

+115.86K

0.22%

STIFEL FINANCIAL CORP

384.05K

Mar 31, 26

-37.70K

0.21%

Moisand Fitzgerald Tamayo, LLC

378.23K

Mar 31, 26

-20.34K

0.21%

Cresset Asset Management, LLC

340.70K

Mar 31, 26

-48.63K

0.19%

Allegiance Financial Group Advisory Services LLC

339.05K

Mar 31, 26

+4.13K

0.19%

Symmetry Partners, LLC

337.84K

Mar 31, 26

+3.43K

0.19%

Marquette Asset Management, LLC

330.32K

Mar 31, 26

+2.35K

0.18%

Werba Rubin Papier Wealth Management

327.49K

Mar 31, 26

+327.49K

0.18%

AlphaCore Capital LLC

322.57K

Mar 31, 26

-11.86K

0.18%

Meredith Wealth Planning

313.56K

Mar 31, 26

-8.81K

0.17%

Opus Capital Group, LLC

313.24K

Mar 31, 26

-28.32K

0.17%

Pathstone Holdings, LLC

312.79K

Mar 31, 26

+11.41K

0.17%

Angeles Investment Advisors, LLC

295.05K

Mar 31, 26

+295.05K

0.16%

Krilogy Financial LLC

293.19K

Mar 31, 26

+7.19K

0.16%

Emprise Bank

288.38K

Mar 31, 26

+21.40K

0.16%

Bleakley Financial Group, LLC

282.60K

Mar 31, 26

+251.29K

0.16%

BENJAMIN EDWARDS INC

277.46K

Mar 31, 26

-31.46K

0.15%

ATWOOD & PALMER INC

272.53K

Mar 31, 26

+7.49K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

270.95K

Mar 31, 26

+38.95K

0.15%

Falcon Wealth Planning

262.49K

Mar 31, 26

-5.71K

0.15%

Prime Capital Investment Advisors, LLC

261.56K

Mar 31, 26

-11.77K

0.15%

CogentBlue Wealth Advisors, LLC

259.43K

Mar 31, 26

-2.96K

0.14%

DEFINE FINANCIAL, LLC

252.10K

Mar 31, 26

-1.47K

0.14%

Kondo Wealth Advisors, Inc.

249.50K

Mar 31, 26

-7.45K

0.14%

Fundamentum, LLC

249.01K

Mar 31, 26

-27.24K

0.14%

NORTHWEST WEALTH MANAGEMENT, LLC

245.34K

Mar 31, 26

+4.63K

0.14%

Morton Brown Family Wealth, LLC

241.47K

Mar 31, 26

+5.93K

0.13%

EXCHANGE TRADED CONCEPTS, LLC

239.52K

Mar 31, 26

+34.33K

0.13%

B&D White Capital Company, LLC

238.27K

Mar 31, 26

+109.54K

0.13%

QUARRY HILL ADVISORS, LLC

236.08K

Mar 31, 26

-7.78K

0.13%

FINANCIAL MANAGEMENT NETWORK INC

233.35K

Mar 31, 26

-5.24K

0.13%

Peirce Capital Management, LLC

221.29K

Mar 31, 26

-14.99K

0.12%

WELLS FARGO & COMPANY/MN

218.92K

Mar 31, 26

+47.98K

0.12%

SATOVSKY ASSET MANAGEMENT LLC

215.72K

Mar 31, 26

+212.22K

0.12%

Quantum Financial Advisors, LLC

204.84K

Mar 31, 26

-7.08K

0.11%

AQR CAPITAL MANAGEMENT LLC

202.15K

Mar 31, 26

+48.27K

0.11%

Squire Investment Management Company, LLC

199.38K

Mar 31, 26

+10.20K

0.11%

Wealth Architects, LLC

198.35K

Mar 31, 26

-1.22K

0.11%

Brady Martz Wealth Solutions, LLC

193.23K

Mar 31, 26

+19.29K

0.11%

Discipline Wealth Solutions, LLC

191.52K

Mar 31, 26

+74.59K

0.11%

Oakwell Private Wealth Management, LLC

189.91K

Mar 31, 26

+12.96K

0.11%

Perigon Wealth Management, LLC

181.82K

Mar 31, 26

+2.24K

0.10%

Prosperity Planning, Inc.

181.54K

Mar 31, 26

+2.67K

0.10%

Great Point Wealth Advisors, LLC

179.40K

Mar 31, 26

+2.81K

0.10%

McMill Wealth Management

178.30K

Mar 31, 26

-3.11K

0.10%

Plancorp, LLC

176.06K

Mar 31, 26

0.10%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

175.76K

Mar 31, 26

+3.37K

0.10%

Pensionmark Financial Group, LLC

173.05K

Mar 31, 26

-22.46K

0.10%

Bedel Financial Consulting, Inc.

172.11K

Mar 31, 26

+12.45K

0.10%

Penserra Capital Management LLC

171.96K

Mar 31, 26

+171.96K

0.10%

JRM Investment Counsel, LLC

171.92K

Mar 31, 26

+15.36K

0.10%

Rialto Wealth Management, LLC

168.79K

Mar 31, 26

+53.38K

0.09%

KEB ASSET MANAGEMENT, LLC

165.09K

Mar 31, 26

+8.60K

0.09%

Kaufman Rossin Wealth, LLC

164.32K

Mar 31, 26

-2.77K

0.09%

Waverly Advisors, LLC

164.11K

Mar 31, 26

+5.27K

0.09%

CWM, LLC

162.34K

Mar 31, 26

+3.42K

0.09%

HMV Wealth Advisors, LLC

160.28K

Mar 31, 26

+7.26K

0.09%

Valued Wealth Advisors LLC

159.82K

Mar 31, 26

-2.87K

0.09%

NOTTINGHAM ADVISORS, INC.

151.76K

Mar 31, 26

-19.43K

0.08%

LIBRA WEALTH LLC

148.92K

Mar 31, 26

+6.63K

0.08%

Henrickson Nauta Wealth Advisors, Inc.

148.68K

Mar 31, 26

-146.11K

0.08%

Intergy Private Wealth, LLC

147.14K

Mar 31, 26

+5.12K

0.08%

Flagstone Financial Management

146.48K

Mar 31, 26

-7.74K

0.08%

Private Wealth Management Group, LLC

143.39K

Mar 31, 26

-312

0.08%

Delap Wealth Advisory, LLC

140.61K

Mar 31, 26

+2.30K

0.08%

D'Orazio & Associates, Inc.

140.35K

Mar 31, 26

+6.12K

0.08%

Mariner, LLC

139.15K

Mar 31, 26

-12.91K

0.08%

MML INVESTORS SERVICES, LLC

138.29K

Mar 31, 26

+48.25K

0.08%

Fonville Wealth Management LLC

136.63K

Mar 31, 26

+11.21K

0.08%

UBS Group AG

135.57K

Mar 31, 26

+4.61K

0.08%

Barry Investment Advisors, LLC

135.50K

Mar 31, 26

+135.50K

0.08%

Mraz, Amerine & Associates, Inc.

133.96K

Mar 31, 26

+704

0.07%

Larson Financial Group LLC

133.42K

Mar 31, 26

-6.78K

0.07%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

131.99K

Mar 31, 26

+111.64K

0.07%

COLLECTIVE FAMILY OFFICE LLC

131.78K

Mar 31, 26

-2.92K

0.07%

ROYAL BANK OF CANADA

131.25K

Mar 31, 26

+31.41K

0.07%

FAMILY WEALTH PARTNERS, LLC

127.95K

Mar 31, 26

+9.71K

0.07%

Wright Fund Management, LLC

127.95K

Mar 31, 26

-274.79K

0.07%

Telos Capital Management, Inc.

127.31K

Mar 31, 26

+902

0.07%

Farther Finance Advisors, LLC

123.26K

Mar 31, 26

+14.64K

0.07%

Apeiron RIA LLC

122.32K

Mar 31, 26

-4.05K

0.07%

CONFLUENCE INVESTMENT MANAGEMENT LLC

120.84K

Mar 31, 26

-3.57K

0.07%

Seven Springs Wealth Group, LLC

119.21K

Mar 31, 26

+4.84K

0.07%

Magnus Financial Group LLC

118.81K

Mar 31, 26

+6.33K

0.07%

Friday Financial

117.69K

Mar 31, 26

+2.47K

0.07%

Checchi Capital Advisers, LLC

117.68K

Mar 31, 26

+3.18K

0.07%

JACKSON THORNTON ASSET MANAGEMENT, LLC

116.41K

Mar 31, 26

+9.08K

0.06%

Kestra Investment Management, LLC

115.44K

Mar 31, 26

+56.81K

0.06%

NATIXIS ADVISORS, L.P.

113.83K

Mar 31, 26

+48.16K

0.06%

Annex Advisory Services, LLC

112.05K

Mar 31, 26

-353.34K

0.06%

Wedmont Private Capital

110.88K

Mar 31, 26

+373

0.06%

Efficient Advisors, LLC

110.14K

Mar 31, 26

-89.26K

0.06%

Brinker Capital Investments, LLC

108.02K

Mar 31, 26

-907

0.06%

DOPKINS WEALTH MANAGEMENT, LLC

103.09K

Mar 31, 26

+1.15K

0.06%

HB Wealth Management, LLC

100.60K

Mar 31, 26

-1.46K

0.06%

FIDELITY D & D BANCORP INC

99.05K

Mar 31, 26

+6.02K

0.06%

KAVAR CAPITAL PARTNERS GROUP, LLC

97.81K

Mar 31, 26

+7.67K

0.05%

Parkshore Wealth Management, Inc.

97.50K

Mar 31, 26

+9.47K

0.05%

REAP Financial Group, LLC

97.07K

Mar 31, 26

+7.07K

0.05%

Per Stirling Capital Management, LLC.

97.04K

Mar 31, 26

+18.18K

0.05%

WMG Financial Advisors, LLC

95.89K

Mar 31, 26

-6.54K

0.05%

CoreFirst Bank & Trust

95.84K

Mar 31, 26

-7.59K

0.05%

Porter White Investment Advisors, Inc.

95.66K

Mar 31, 26

-1.07K

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

94.90K

Mar 31, 26

-57.38K

0.05%

WealthCollab, LLC

93.45K

Mar 31, 26

+1.99K

0.05%

True North Advisors, LLC

93.05K

Mar 31, 26

-2.20K

0.05%

FFG Partners, LLC

92.64K

Mar 31, 26

+92.64K

0.05%

Financial Futures Ltd Liability Co.

91.75K

Mar 31, 26

+3.01K

0.05%

VOISARD ASSET MANAGEMENT GROUP, INC.

90.15K

Mar 31, 26

+187

0.05%

TD Waterhouse Canada Inc.

89.65K

Mar 31, 26

+3.29K

0.05%

Betterment LLC

89.15K

Mar 31, 26

-2.50K

0.05%

BAYSHORE ASSET MANAGEMENT, LLC

86.99K

Mar 31, 26

-2.26K

0.05%

Fort Vancouver Investment Management, LLC

86.56K

Mar 31, 26

-264

0.05%

POINCIANA ADVISORS GROUP, LLC

86.02K

Mar 31, 26

-934

0.05%

FIRST NATIONAL BANK SIOUX FALLS

84.96K

Mar 31, 26

+5.91K

0.05%

NewEdge Advisors, LLC

82.19K

Mar 31, 26

+4.36K

0.05%

Merit Financial Group, LLC

81.46K

Mar 31, 26

+9.25K

0.05%

SMITH, MOORE & CO.

80.41K

Mar 31, 26

-1.66K

0.04%

Bellecapital International Ltd.

79.25K

Mar 31, 26

+79.25K

0.04%

ANDERSON HOAGLAND & CO

77.77K

Mar 31, 26

-6.17K

0.04%

Cambridge Investment Research Advisors, Inc.

77.71K

Mar 31, 26

+22.78K

0.04%

Bull Oak Capital, LLC

76.44K

Mar 31, 26

+2.51K

0.04%

Fortitude Family Office, LLC

76.01K

Mar 31, 26

+6.63K

0.04%

Oceanside Advisors LLC

75.05K

Mar 31, 26

-2.21K

0.04%

COWA, LLC

74.12K

Mar 31, 26

+1.74K

0.04%

Higgins & Schmidt Wealth Strategies LLC

73.82K

Mar 31, 26

+2.11K

0.04%

Physician Wealth Solutions Inc.

72.85K

Mar 31, 26

+8.19K

0.04%

Beta Wealth Group, Inc.

72.35K

Mar 31, 26

-9.05K

0.04%

ELEVATE WEALTH ADVISORY, INC

72.20K

Mar 31, 26

+7.07K

0.04%

Strategic Blueprint, LLC

71.61K

Mar 31, 26

+1.05K

0.04%

HILL ISLAND FINANCIAL LLC

69.15K

Mar 31, 26

-3.87K

0.04%

XY Planning Network, Inc.

68.31K

Mar 31, 26

+4.58K

0.04%

Estate Counselors, LLC

67.97K

Mar 31, 26

-545

0.04%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

67.62K

Mar 31, 26

-1.24K

0.04%

Truepoint, Inc.

66.75K

Mar 31, 26

-3.56K

0.04%

CLARIS ADVISORS, LLC / MO /

66.71K

Mar 31, 26

+390

0.04%

CLUNE & ASSOCIATES, LTD.

66.60K

Mar 31, 26

+39.08K

0.04%

SEGALL BRYANT & HAMILL, LLC

66.53K

Mar 31, 26

+910

0.04%

BlackRock, Inc.

66.34K

Mar 31, 26

+29.62K

0.04%

CALIBER WEALTH MANAGEMENT, LLC / KS

66.24K

Mar 31, 26

-3.12K

0.04%

ADVISOR GROUP HOLDINGS, INC.

64.00K

Mar 31, 26

+7.93K

0.04%

PCG Wealth Advisors, LLC

63.90K

Mar 31, 26

+2.78K

0.04%

Ballentine Capital Advisors, Inc

63.87K

Mar 31, 26

-1.38K

0.04%

Simplicity Wealth,LLC

63.69K

Mar 31, 26

-8.68K

0.04%

Oak Wealth Advisors LLC

63.48K

Mar 31, 26

+1.44K

0.04%

Allworth Financial LP

63.05K

Mar 31, 26

-2.42K

0.04%

Trilogy Capital Inc.

63.00K

Mar 31, 26

-5.75K

0.04%

Qube Research & Technologies Ltd

61.05K

Mar 31, 26

+14.01K

0.03%

CURIO WEALTH, LLC

60.80K

Mar 31, 26

+2.79K

0.03%

Harbor Group, Inc.

60.71K

Mar 31, 26

+15.27K

0.03%

Empire Financial Management Company, LLC

60.45K

Mar 31, 26

+5.74K

0.03%

Community Bank, N.A.

60.22K

Mar 31, 26

-24.91K

0.03%

Golden Bell Financial Planning LLC

59.80K

Mar 31, 26

-1.92K

0.03%

Greenspring Advisors, LLC

59.46K

Mar 31, 26

-1.24K

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

59.42K

Mar 31, 26

+8.07K

0.03%

CARDIFF PARK ADVISORS, LLC

59.06K

Mar 31, 26

+45

0.03%

Avant Financial Advisors LLC

58.74K

Mar 31, 26

+1.54K

0.03%

Kestra Advisory Services, LLC

56.50K

Mar 31, 26

+4.95K

0.03%

Chicago Partners Investment Group LLC

55.61K

Mar 31, 26

-142

0.03%

EverSource Wealth Advisors, LLC

55.39K

Mar 31, 26

+3.96K

0.03%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

54.92K

Mar 31, 26

+1.34K

0.03%

Kerntke Otto McGlone Wealth Management Group

54.63K

Mar 31, 26

+8.35K

0.03%

Baer Investment Advisory LLC

53.73K

Mar 31, 26

+53.73K

0.03%

VICTORY FINANCIAL GROUP, LLC

53.73K

Mar 31, 26

+13.32K

0.03%

Leibman Financial Services, Inc.

53.53K

Mar 31, 26

-5.57K

0.03%

Stone Point Wealth LLC

52.91K

Mar 31, 26

-1.15K

0.03%

Summit Financial, LLC

52.43K

Mar 31, 26

+52.43K

0.03%

SIGNET FINANCIAL MANAGEMENT, LLC

52.35K

Mar 31, 26

+159

0.03%

Versant Capital Management, Inc

52.06K

Mar 31, 26

-598

0.03%

Cypress Point Wealth Management, LLC

50.86K

Mar 31, 26

+715

0.03%

OLD MISSION CAPITAL LLC

49.98K

Mar 31, 26

+49.98K

0.03%

Laurel Wealth Planning LLC

48.75K

Mar 31, 26

+184

0.03%

Alpha Omega Wealth Management LLC

48.70K

Mar 31, 26

+27.33K

0.03%

Davidson Kahn Capital Management, LLC

48.19K

Mar 31, 26

+48.19K

0.03%

Stokes Family Office, LLC

48.16K

Mar 31, 26

-15.27K

0.03%

Resources Investment Advisors, LLC.

47.42K

Mar 31, 26

+1.39K

0.03%

Tortoise Investment Management, LLC

47.38K

Mar 31, 26

+1.83K

0.03%

Beacon Pointe Advisors, LLC

47.18K

Mar 31, 26

+4.96K

0.03%

Stegent Equity Advisors, Inc.

46.90K

Mar 31, 26

-13.70K

0.03%

Cascade Financial Partners, LLC

46.00K

Mar 31, 26

+5.78K

0.03%

Haven Private, LLC

45.94K

Mar 31, 26

+935

0.03%

Federation des caisses Desjardins du Quebec

45.00K

Mar 31, 26

+173

0.03%

Quantinno Capital Management LP

44.54K

Mar 31, 26

+10.88K

0.02%

Advisory Services Network, LLC

44.08K

Mar 31, 26

+4.26K

0.02%

Wealthfront Advisers LLC

43.97K

Mar 31, 26

+7.09K

0.02%

Concurrent Investment Advisors, LLC

42.61K

Mar 31, 26

+42.61K

0.02%

WealthShield Partners, LLC

41.23K

Mar 31, 26

+1.78K

0.02%

Ariadne Wealth Management, LP

41.14K

Mar 31, 26

+735

0.02%

Prospera Financial Services Inc

40.74K

Mar 31, 26

+35.22K

0.02%

Prospect Financial Group LLC

39.97K

Mar 31, 26

-422

0.02%

CreativeOne Wealth, LLC

39.18K

Mar 31, 26

+4.61K

0.02%

AIRE ADVISORS, LLC

38.95K

Mar 31, 26

-219

0.02%

Systelligence, LLC

38.36K

Mar 31, 26

+38.36K

0.02%

Waterfront Wealth Inc.

37.92K

Mar 31, 26

-977

0.02%

Cloud Capital Management, LLC

37.61K

Mar 31, 26

+9.91K

0.02%

Index Fund Advisors, Inc.

37.43K

Mar 31, 26

+158

0.02%

Continuum Advisory, LLC

36.17K

Mar 31, 26

-309

0.02%

PRINCIPAL SECURITIES, INC.

36.09K

Mar 31, 26

+7.90K

0.02%

SHUFRO ROSE & CO LLC

33.87K

Mar 31, 26

+162

0.02%

BWM Planning, LLC

33.87K

Mar 31, 26

-3.72K

0.02%

Redhawk Wealth Advisors, Inc.

33.82K

Mar 31, 26

-9.55K

0.02%

Lauterbach Financial Advisors, LLC

33.69K

Mar 31, 26

+703

0.02%

WorthPointe, LLC

33.09K

Mar 31, 26

+8.98K

0.02%

Capstone Wealth Management, LLC

32.66K

Mar 31, 26

+1.52K

0.02%

Bright Futures Wealth Management, LLC.

32.56K

Mar 31, 26

-5.85K

0.02%

Arcadia Wealth Management, Inc.

32.45K

Mar 31, 26

+1.75K

0.02%

Smartleaf Asset Management LLC

32.37K

Mar 31, 26

-254

0.02%

CAPITAL PERFORMANCE ADVISORS LLP

32.02K

Mar 31, 26

-655

0.02%

Capasso Planning Partners LLC

31.50K

Mar 31, 26

+946

0.02%

Legacy Wealth Management, LLC / MS

31.43K

Mar 31, 26

+31.43K

0.02%

BAKER TILLY WEALTH MANAGEMENT, LLC

30.47K

Mar 31, 26

-102

0.02%

McLean Asset Management Corp

30.01K

Mar 31, 26

-724

0.02%

RCS Financial Planning, LLC

29.96K

Mar 31, 26

-2.87K

0.02%

COURIER CAPITAL LLC

29.84K

Mar 31, 26

-846

0.02%

JPMORGAN CHASE & CO

29.42K

Mar 31, 26

+12.01K

0.02%

Equita Financial Network, Inc.

29.07K

Mar 31, 26

-2.08K

0.02%

Savvy Advisors, Inc.

28.46K

Mar 31, 26

+5.34K

0.02%

Accurate Wealth Management, LLC

27.98K

Mar 31, 26

+8.89K

0.02%

Evanson Asset Management, LLC

27.68K

Mar 31, 26

+8.09K

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

27.61K

Mar 31, 26

+630

0.02%

Seed Wealth Management, Inc.

27.49K

Mar 31, 26

+235

0.02%

AE Wealth Management LLC

26.92K

Mar 31, 26

+2.17K

0.01%

Forum Financial Management, LP

26.78K

Mar 31, 26

-751

0.01%

Tillman Hartley LLC

26.69K

Mar 31, 26

+3.70K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

25.82K

Mar 31, 26

+5.71K

0.01%

FIFTH THIRD SECURITIES, INC.

25.66K

Mar 31, 26

+6.96K

0.01%

Orion Capital Management LLC

25.31K

Mar 31, 26

+2.79K

0.01%

Janney Montgomery Scott LLC

24.86K

Mar 31, 26

+19.93K

0.01%

LexAurum Advisors, LLC

24.82K

Mar 31, 26

+24.82K

0.01%

Parkwoods Wealth Partners, LLC

24.06K

Mar 31, 26

-587

0.01%

Triton Wealth Management, PLLC

23.93K

Mar 31, 26

+17.85K

0.01%

IAG Wealth Partners, LLC

22.67K

Mar 31, 26

-204

0.01%

Holcombe Financial, Inc.

22.32K

Mar 31, 26

+2.96K

0.01%

Insight Wealth Partners, LLC

22.27K

Mar 31, 26

+218

0.01%

Navigoe, LLC

22.05K

Mar 31, 26

-706

0.01%

Towerpoint Wealth, LLC

22.03K

Mar 31, 26

+22.03K

0.01%

Balboa Wealth Partners

22.01K

Mar 31, 26

+9.65K

0.01%

Envestnet Portfolio Solutions, Inc.

21.94K

Mar 31, 26

-7.17K

0.01%

Astra Wealth Partners LLC

21.58K

Mar 31, 26

-216

0.01%

Gradient Capital Advisors, LLC

21.49K

Mar 31, 26

-486

0.01%

PFC CAPITAL GROUP, INC.

21.02K

Mar 31, 26

+738

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

20.86K

Mar 31, 26

+134

0.01%

LAM GROUP, INC.

20.78K

Mar 31, 26

+4.17K

0.01%

Private Advisor Group, LLC

20.48K

Mar 31, 26

-6.34K

0.01%

Arete Wealth Advisors, LLC

19.78K

Mar 31, 26

+53

0.01%

CoreCap Advisors, LLC

19.70K

Mar 31, 26

+252

0.01%

Cornerstone Wealth Management, LLC

19.45K

Mar 31, 26

-512

0.01%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

19.37K

Mar 31, 26

+19.37K

0.01%

SEEDS INVESTOR LLC

19.30K

Mar 31, 26

+14.04K

0.01%

Passive Capital Management, LLC.

19.27K

Mar 31, 26

-73

0.01%

Paragon Advisors, LLC

19.23K

Mar 31, 26

-2.24K

0.01%

Clark Asset Management, LLC

19.13K

Mar 31, 26

+7.16K

0.01%

LRI Investments, LLC

19.03K

Mar 31, 26

-142

0.01%

PHILADELPHIA TRUST CO

18.92K

Mar 31, 26

-54

0.01%

Vivaldi Capital Management LP

18.77K

Mar 31, 26

-754

0.01%

Sigma Planning Corp

18.68K

Mar 31, 26

-537

0.01%

Dogwood Wealth Management LLC

18.19K

Mar 31, 26

-652

0.01%

True Vision MN LLC

17.46K

Mar 31, 26

-1.13K

0.01%

SC&H Financial Advisors, Inc.

17.39K

Mar 31, 26

0.01%

Gibson Capital, LLC

17.00K

Mar 31, 26

-3.73K

0.01%

Breakwater Capital Group

16.46K

Mar 31, 26

+1.94K

0.01%

NWAM LLC

16.23K

Mar 31, 26

+8.53K

0.01%

Northland Capital Management LLC

16.20K

Mar 31, 26

+898

0.01%

Pacific Asset Management, LLC

16.03K

Mar 31, 26

+1.80K

0.01%

JANE STREET GROUP, LLC

15.95K

Mar 31, 26

+15.95K

0.01%

Baker Ellis Asset Management LLC

15.83K

Mar 31, 26

0.01%

Verdence Capital Advisors LLC

15.70K

Mar 31, 26

+186

0.01%

CAPTRUST FINANCIAL ADVISORS

15.62K

Mar 31, 26

+1.21K

0.01%

IMG Wealth Management, Inc.

15.59K

Mar 31, 26

+15.59K

0.01%

L.K. Benson & Company, P.C.

15.51K

Mar 31, 26

-129

0.01%

VERUS WEALTH MANAGEMENT, LLC

15.40K

Mar 31, 26

-449

0.01%

Austin Wealth Management, LLC

15.39K

Mar 31, 26

-6.98K

0.01%

Berkeley, Inc

15.35K

Mar 31, 26

+15.35K

0.01%

CVA Family Office, LLC

15.02K

Mar 31, 26

+265

0.01%

Independent Advisor Alliance

14.89K

Mar 31, 26

+2.61K

0.01%

Belpointe Asset Management LLC

14.71K

Mar 31, 26

+14.71K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

14.66K

Mar 31, 26

+5.25K

0.01%

UMB Bank, n.a.

14.53K

Mar 31, 26

+3.12K

0.01%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

14.31K

Mar 31, 26

+14.31K

0.01%

Maridea Wealth Management LLC

14.11K

Mar 31, 26

+2.09K

0.01%

Trademark Financial Management, LLC

13.98K

Mar 31, 26

+1.01K

0.01%

Powerhouse Assets LLC

13.80K

Mar 31, 26

+1.22K

0.01%

Catalytic Wealth RIA, LLC

13.64K

Mar 31, 26

0.01%

Tanglewood Wealth Management, Inc.

13.60K

Mar 31, 26

+13.60K

0.01%

Maia Wealth LLC

13.60K

Mar 31, 26

+60

0.01%

Clark Capital Management Group, Inc.

13.59K

Mar 31, 26

+3.26K

0.01%

SEAVIEW INVESTMENT MANAGERS LLC

13.59K

Mar 31, 26

+13.59K

0.01%

Curtis Advisory Group, LLC

13.26K

Mar 31, 26

-232

0.01%

Certified Advisory Corp

13.23K

Mar 31, 26

+1.38K

0.01%

Sunpointe, LLC

13.16K

Mar 31, 26

0.01%

Hardin Capital Partners, LLC

12.88K

Mar 31, 26

+145

0.01%

FMB WEALTH MANAGEMENT

12.86K

Mar 31, 26

0.01%

Financial Engines Advisors L.L.C.

12.64K

Mar 31, 26

0.01%

Total Clarity Wealth Management, Inc.

12.35K

Mar 31, 26

+7.71K

0.01%

Brookstone Capital Management

12.18K

Mar 31, 26

+12.18K

0.01%

Rockefeller Capital Management L.P.

11.93K

Mar 31, 26

+1.82K

0.01%

Burk Holdings LLC

11.86K

Mar 31, 26

+206

0.01%

TABLEAUX LLC

11.77K

Mar 31, 26

+11.77K

0.01%

Fortis Capital Advisors, LLC

11.64K

Mar 31, 26

+11.64K

0.01%

CENTRAL TRUST Co

11.57K

Mar 31, 26

0.01%

FMR LLC

11.24K

Mar 31, 26

+5.47K

0.01%

Abacus Planning Group, Inc.

11.13K

Mar 31, 26

+391

0.01%

Steward Partners Investment Advisory, LLC

11.12K

Mar 31, 26

+2.85K

0.01%

Asset Dedication, LLC

11.12K

Mar 31, 26

-601

0.01%

E&G Advisors, LP

11.02K

Mar 31, 26

+11.02K

0.01%

MIDDLETON & CO INC/MA

10.98K

Mar 31, 26

+10.98K

0.01%

Joseph P. Lucia & Associates, LLC

10.87K

Mar 31, 26

+345

0.01%

MGO ONE SEVEN LLC

10.83K

Mar 31, 26

+258

0.01%

Ancora Advisors, LLC

10.17K

Mar 31, 26

+6.49K

0.01%

Caprock Group, LLC

10.15K

Mar 31, 26

0.01%

Equitable Holdings, Inc.

10.07K

Mar 31, 26

+2.94K

0.01%

Level Financial Advisors, Inc.

9.93K

Mar 31, 26

-273

0.01%

Ashton Thomas Private Wealth, LLC

9.87K

Mar 31, 26

+1.84K

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

9.77K

Mar 31, 26

-237

0.01%

Prosperity Consulting Group, LLC

9.73K

Mar 31, 26

-163

0.01%

BROWN ADVISORY INC

9.64K

Mar 31, 26

0.01%

FIFTH THIRD BANCORP

9.55K

Mar 31, 26

+9.39K

0.01%

SouthState Corp

9.47K

Mar 31, 26

+9.47K

0.01%

CAP Partners, LLC

9.32K

Mar 31, 26

-715

0.01%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

9.20K

Mar 31, 26

0.01%

Integrated Wealth Concepts LLC

8.98K

Mar 31, 26

+2.63K

0.01%

Kelman-Lazarov, Inc.

8.67K

Mar 31, 26

+926

0.00%

Capital Analysts, LLC

8.45K

Mar 31, 26

+10

0.00%

Pacific Sage Partners, LLC

8.43K

Mar 31, 26

+16

0.00%

Selective Wealth Management, Inc.

8.34K

Mar 31, 26

+390

0.00%

Vise Technologies, Inc.

8.28K

Mar 31, 26

0.00%

TBH Global Asset Management, LLC

8.23K

Mar 31, 26

+8.23K

0.00%

Klaas Financial Asset Advisors, LLC

8.19K

Mar 31, 26

-74.43K

0.00%

NCM Capital Management, LLC

8.08K

Mar 31, 26

+895

0.00%

Visionary Wealth Advisors

8.02K

Mar 31, 26

-949

0.00%

SELDON CAPITAL LP

8.00K

Mar 31, 26

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

7.96K

Mar 31, 26

+4.51K

0.00%

Ifrah Financial Services, Inc.

7.92K

Mar 31, 26

-193

0.00%

DRIVE WEALTH MANAGEMENT, LLC

7.82K

Mar 31, 26

+747

0.00%

Prosperitas Financial LLC

7.72K

Mar 31, 26

+249

0.00%

Canvas Wealth Advisors, LLC

7.70K

Mar 31, 26

+7.70K

0.00%

Signal Advisors Wealth, LLC

7.66K

Mar 31, 26

-567

0.00%

Nemes Rush Group LLC

7.55K

Mar 31, 26

+3.36K

0.00%

Camarda Financial Advisors, LLC

7.54K

Mar 31, 26

-378

0.00%

Exchange Bank

7.41K

Mar 31, 26

-1.22K

0.00%

Root Financial Partners, LLC

7.24K

Mar 31, 26

+6.30K

0.00%

Goldstein Advisors, LLC

7.21K

Mar 31, 26

0.00%

Skopos Labs, Inc.

7.14K

Mar 31, 26

+4.97K

0.00%

VisionPoint Advisory Group, LLC

7.11K

Mar 31, 26

-31

0.00%

Ruedi Wealth Management, Inc.

6.91K

Mar 31, 26

0.00%

Clarity Wealth Development LLC

6.90K

Mar 31, 26

-367

0.00%

D. E. Shaw & Co., Inc.

6.86K

Mar 31, 26

0.00%

ENTREWEALTH, LLC

6.86K

Mar 31, 26

+210

0.00%

Bragg Financial Advisors, Inc

6.71K

Mar 31, 26

+530

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.58K

Mar 31, 26

+500

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

6.55K

Mar 31, 26

+89

0.00%

Haverford Financial Services, Inc.

6.30K

Mar 31, 26

+6.30K

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

6.21K

Mar 31, 26

-251

0.00%

M Wealth Management, LLC

6.15K

Mar 31, 26

+1.49K

0.00%

Integrity Wealth Solutions LLC

6.12K

Mar 31, 26

+2.08K

0.00%

BROWN BROTHERS HARRIMAN & CO

6.08K

Mar 31, 26

0.00%

Tranquility Partners, LLC

6.03K

Mar 31, 26

+110

0.00%

Modern Wealth Management, LLC

6.02K

Mar 31, 26

-2.62K

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

5.97K

Mar 31, 26

+2.03K

0.00%

AMERIPRISE FINANCIAL INC

5.96K

Mar 31, 26

+1.34K

0.00%

CIBC WORLD MARKET INC.

5.95K

Mar 31, 26

+5.95K

0.00%

MCF Advisors LLC

5.70K

Mar 31, 26

-700

0.00%

SIMPLEX TRADING, LLC

5.59K

Mar 31, 26

+5.59K

0.00%

Seaside Wealth Management, Inc.

5.47K

Mar 31, 26

-983

0.00%

MERCER GLOBAL ADVISORS INC /ADV

5.45K

Mar 31, 26

+2.69K

0.00%

RITHOLTZ WEALTH MANAGEMENT

5.45K

Mar 31, 26

+5.45K

0.00%

Vestmark Advisory Solutions, Inc.

5.45K

Mar 31, 26

+1.82K

0.00%

JAMES INVESTMENT RESEARCH INC

5.22K

Mar 31, 26

+547

0.00%

GUYASUTA INVESTMENT ADVISORS INC

5.20K

Mar 31, 26

+5.20K

0.00%

Lutz Financial Services LLC

5.12K

Mar 31, 26

0.00%

W.H. Cornerstone Investments Inc.

5.07K

Mar 31, 26

+5.07K

0.00%

Wealthcare Advisory Partners LLC

5.06K

Mar 31, 26

-14.80K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

5.02K

Mar 31, 26

+254

0.00%

Parkside Financial Bank & Trust

4.88K

Mar 31, 26

-333

0.00%

Palisade Asset Management, LLC

4.84K

Mar 31, 26

0.00%

MAI Capital Management

4.79K

Mar 31, 26

+3.31K

0.00%

Rockwood Wealth Management, LLC

4.68K

Mar 31, 26

0.00%

Empirical Finance, LLC

4.65K

Mar 31, 26

-1.99K

0.00%

Colonial River Wealth Management, LLC

4.59K

Mar 31, 26

+56

0.00%

Tranquilli Financial Advisor LLC

4.52K

Mar 31, 26

-311

0.00%

Lodestone Wealth Management LLC

4.46K

Mar 31, 26

+4.40K

0.00%

DBK Financial Counsel, LLC

4.45K

Mar 31, 26

+1.25K

0.00%

Dougherty Wealth Advisers LLC

4.39K

Mar 31, 26

-4.08K

0.00%

Stonebridge Financial Group, LLC

4.38K

Mar 31, 26

+1.67K

0.00%

Bank of New York Mellon Corp

4.34K

Mar 31, 26

-2.22K

0.00%

STEVENS CAPITAL PARTNERS

4.32K

Mar 31, 26

+4.32K

0.00%

Intelligent Financial Strategies

4.27K

Mar 31, 26

0.00%

HARBOR INVESTMENT ADVISORY, LLC

4.13K

Mar 31, 26

+460

0.00%

Destination Wealth Management

4.08K

Mar 31, 26

+677

0.00%

Atlas Wealth LLC

4.01K

Mar 31, 26

+494

0.00%

Summit Financial Wealth Advisors, LLC

4.00K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

3.96K

Mar 31, 26

+152

0.00%

Valmark Advisers, Inc.

3.95K

Mar 31, 26

+3.95K

0.00%

Mutual Advisors, LLC

3.86K

Mar 31, 26

+733

0.00%

LIBERTY WEALTH MANAGEMENT LLC

3.85K

Mar 31, 26

0.00%

Allodium Investment Consultants, LLC

3.82K

Mar 31, 26

+825

0.00%

NATIONAL BANK OF CANADA /FI/

3.73K

Mar 31, 26

+2.72K

0.00%

Life Planning Partners, Inc

3.60K

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

3.58K

Mar 31, 26

-9

0.00%

Financial Symmetry Inc

3.56K

Mar 31, 26

0.00%

Inspire Advisors, LLC

3.52K

Mar 31, 26

+3.52K

0.00%

Financial Architects, LLC

3.51K

Mar 31, 26

+750

0.00%

Clearstead Advisors, LLC

3.50K

Mar 31, 26

+3.42K

0.00%

Jacobi Capital Management LLC

3.50K

Mar 31, 26

0.00%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

3.50K

Mar 31, 26

+1.18K

0.00%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

3.50K

Mar 31, 26

+3.50K

0.00%

HARBOUR INVESTMENTS, INC.

3.47K

Mar 31, 26

+473

0.00%

Kingsview Wealth Management, LLC

3.37K

Mar 31, 26

-1.20K

0.00%

GDS Wealth Management

3.34K

Mar 31, 26

+3.34K

0.00%

Parallel Advisors, LLC

3.33K

Mar 31, 26

+99

0.00%

FIRST TRUST ADVISORS LP

3.31K

Mar 31, 26

+305

0.00%

Synergy Investment Management, LLC

3.28K

Mar 31, 26

+67

0.00%

Keel Point, LLC

3.11K

Mar 31, 26

-96

0.00%

JDH Wealth Management, LLC

3.09K

Mar 31, 26

-61

0.00%

Robertson Stephens Wealth Management, LLC

3.09K

Mar 31, 26

+24

0.00%

Leading Edge Financial Planning LLC

3.07K

Mar 31, 26

0.00%

SAGE RHINO CAPITAL LLC

3.06K

Mar 31, 26

0.00%

FIRST NATIONAL BANK OF OMAHA

3.06K

Mar 31, 26

+3.06K

0.00%

Atria Investments, Inc

3.04K

Mar 31, 26

-14.57K

0.00%

Caerus Investment Advisors, LLC

3.02K

Mar 31, 26

-860

0.00%

Avidian Wealth Solutions, LLC

2.93K

Mar 31, 26

0.00%

Riverbend Wealth Management, LLC

2.87K

Mar 31, 26

-170

0.00%

Echo Wealth Management, LLC

2.86K

Mar 31, 26

+2.86K

0.00%

RVW Wealth, LLC

2.82K

Mar 31, 26

0.00%

TruNorth Capital Management, LLC

2.81K

Mar 31, 26

0.00%

CUSTOM INDEX SYSTEMS, LLC

2.76K

Mar 31, 26

+2.76K

0.00%

Capital Group Private Client Services, Inc.

2.73K

Mar 31, 26

+2.73K

0.00%

Dorsey & Whitney Trust CO LLC

2.73K

Mar 31, 26

0.00%

Baird Financial Group, Inc.

2.72K

Mar 31, 26

+73

0.00%

EVOKE WEALTH, LLC

2.67K

Mar 31, 26

+195

0.00%

Mesirow Financial Investment Management, Inc.

2.66K

Mar 31, 26

0.00%

Element Wealth, LLC

2.54K

Mar 31, 26

+2.54K

0.00%

OKABENA INVESTMENT SERVICES INC

2.52K

Mar 31, 26

0.00%

CWA Asset Management Group, LLC

2.47K

Mar 31, 26

-298

0.00%

ROMAN BUTLER FULLERTON & CO

2.44K

Mar 31, 26

+2.44K

0.00%

Cypress Wealth Services, LLC

2.43K

Mar 31, 26

0.00%

Csenge Advisory Group

2.43K

Mar 31, 26

+154

0.00%

Koshinski Asset Management, Inc.

2.40K

Mar 31, 26

+2.40K

0.00%

J.W. COLE ADVISORS, INC.

2.37K

Mar 31, 26

+2.37K

0.00%

Meritas Wealth Management, LLC

2.32K

Mar 31, 26

+43

0.00%

Foundations Investment Advisors, LLC

2.32K

Mar 31, 26

-35.93K

0.00%

Nova R Wealth, Inc.

2.32K

Mar 31, 26

0.00%

TRUIST FINANCIAL CORP

2.27K

Mar 31, 26

+2.27K

0.00%

Fortis Capital Management LLC

2.27K

Mar 31, 26

0.00%

Shotwell Rutter Baer Inc

2.25K

Mar 31, 26

-75

0.00%

B. Riley Wealth Advisors, Inc.

2.19K

Mar 31, 26

-598

0.00%

QRG CAPITAL MANAGEMENT, INC.

2.19K

Mar 31, 26

-127

0.00%

IHT Wealth Management, LLC

2.19K

Mar 31, 26

-37.56K

0.00%

Trellis Wealth Advisors LLC

2.18K

Mar 31, 26

+2.18K

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

2.17K

Mar 31, 26

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

2.11K

Mar 31, 26

+2.11K

0.00%

Accel Wealth Management

2.08K

Mar 31, 26

+2.08K

0.00%

Heron Bay Capital Management

2.08K

Mar 31, 26

+2.08K

0.00%

GTS SECURITIES LLC

2.06K

Mar 31, 26

-1.64K

0.00%

Bison Wealth, LLC

2.05K

Mar 31, 26

+2.05K

0.00%

NICOLET BANKSHARES INC

2.00K

Mar 31, 26

+2.00K

0.00%

Ritter Daniher Financial Advisory LLC / DE

1.81K

Mar 31, 26

0.00%

ASSETMARK, INC

1.70K

Mar 31, 26

+869

0.00%

Western Pacific Wealth Management, LP

1.65K

Mar 31, 26

+1.65K

0.00%

Operose Advisors LLC

1.65K

Mar 31, 26

+703

0.00%

Bank of New Hampshire

1.58K

Mar 31, 26

-1

0.00%

Sunbelt Securities, Inc.

1.53K

Mar 31, 26

+1.11K

0.00%

Global Trust Asset Management, LLC

1.52K

Mar 31, 26

-625

0.00%

Cornerstone Planning Group LLC

1.51K

Mar 31, 26

+818

0.00%

Trust Co

1.28K

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

1.21K

Mar 31, 26

+1.01K

0.00%

Aptus Capital Advisors, LLC

1.20K

Mar 31, 26

+100

0.00%

Anchor Investment Management, LLC

1.13K

Mar 31, 26

0.00%

US BANCORP \DE\

1.08K

Mar 31, 26

-122

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

981

Mar 31, 26

+981

0.00%

Salomon & Ludwin, LLC

980

Mar 31, 26

-51

0.00%

Arlington Trust Co LLC

980

Mar 31, 26

+980

0.00%

Cassaday & Co Wealth Management LLC

932

Mar 31, 26

+932

0.00%

ANGELES WEALTH MANAGEMENT, LLC

932

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

907

Mar 31, 26

+907

0.00%

IFP Advisors, Inc

904

Mar 31, 26

+764

0.00%

Smallwood Wealth Investment Management, LLC

856

Mar 31, 26

0.00%

Longview Financial Advisors, Inc.

804

Mar 31, 26

+804

0.00%

VALLEY NATIONAL ADVISERS INC

781

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

702

Mar 31, 26

-458

0.00%

Clayton Financial Group LLC

605

Mar 31, 26

-27

0.00%

FIDUCIARY ADVISORS, INC.

580

Mar 31, 26

0.00%

Western Wealth Management, LLC

540

Mar 31, 26

+540

0.00%

Glassman Wealth Services

521

Mar 31, 26

0.00%

ALERUS FINANCIAL NA

520

Mar 31, 26

0.00%

Johnson Financial Group, Inc.

463

Mar 31, 26

+463

0.00%

Corsicana & Co.

462

Mar 31, 26

0.00%

Sound Income Strategies, LLC

436

Mar 31, 26

+230

0.00%

JDM Financial Group LLC

431

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

429

Mar 31, 26

+429

0.00%

ROGCO, LP

422

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

417

Mar 31, 26

-89

0.00%

VANGUARD ADVISERS INC

397

Mar 31, 26

+397

0.00%

Pinnacle Bancorp, Inc.

382

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

371

Mar 31, 26

-69

0.00%

Crewe Advisors LLC

360

Mar 31, 26

0.00%

TD Capital Management LLC

348

Mar 31, 26

0.00%

Key FInancial Inc

332

Mar 31, 26

0.00%

SWAN Capital LLC

309

Mar 31, 26

+309

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

300

Mar 31, 26

0.00%

Kingdom Financial Group LLC.

281

Mar 31, 26

+51

0.00%

Lloyd Advisory Services, LLC.

281

Mar 31, 26

-1.05K

0.00%

HUNTINGTON NATIONAL BANK

266

Mar 31, 26

+266

0.00%

FAS Wealth Partners, Inc.

250

Mar 31, 26

0.00%

Oakworth Capital, Inc.

235

Mar 31, 26

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

224

Mar 31, 26

0.00%

BESSEMER GROUP INC

221

Mar 31, 26

-498

0.00%

Creative Capital Management Investments LLC

210

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

187

Mar 31, 26

+187

0.00%

Piscataqua Savings Bank

186

Mar 31, 26

+186

0.00%

HHM Wealth Advisors, LLC

184

Mar 31, 26

+184

0.00%

Barnes Dennig Private Wealth Management LLC

181

Mar 31, 26

+79

0.00%

Geneos Wealth Management Inc.

174

Mar 31, 26

+26

0.00%

Hurley Capital, LLC

159

Mar 31, 26

+159

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

154

Mar 31, 26

+154

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

152

Mar 31, 26

+26

0.00%

Capital Investment Advisory Services, LLC

150

Mar 31, 26

+116

0.00%

WHITTIER TRUST CO OF NEVADA INC

148

Mar 31, 26

-475

0.00%

PRIVATE TRUST CO NA

133

Mar 31, 26

+133

0.00%

Coston, McIsaac & Partners

132

Mar 31, 26

+132

0.00%

Team Financial Group, LLC

125

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

111

Mar 31, 26

0.00%

MATHER GROUP, LLC.

108

Mar 31, 26

+108

0.00%

Bogart Wealth, LLC

103

Mar 31, 26

+103

0.00%

GAMMA Investing LLC

100

Mar 31, 26

0.00%

Annis Gardner Whiting Capital Advisors, LLC

100

Mar 31, 26

0.00%

JFS WEALTH ADVISORS, LLC

Mar 31, 26

0.00%

AMERIFLEX GROUP, INC.

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

0.00%

Abound Wealth Management

Mar 31, 26

0.00%

BFSG, LLC

Mar 31, 26

0.00%

Reyes Financial Architecture, Inc.

Mar 31, 26

+31

0.00%

S&T BANK/PA

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Mar 31, 26

0.00%

Dunhill Financial, LLC

Mar 31, 26

0.00%

WOLFF WIESE MAGANA LLC

Mar 31, 26

+23

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

+16

0.00%

Anfield Capital Management, LLC

Mar 31, 26

+14

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Mar 31, 26

+13

0.00%

CITIGROUP INC

Mar 31, 26

-3.92K

0.00%

Addison Advisors LLC

Mar 31, 26

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

TSFG, LLC

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

0.00%

Signature Resources Capital Management, LLC

Mar 31, 26

0.00%

POM Investment Strategies, LLC

Mar 31, 26

-366

Carolina Wealth Advisors, LLC

Mar 31, 26

-805

CX Institutional

Mar 31, 26

-24

McIlrath & Eck, LLC

Mar 31, 26

-822

CHILTON CAPITAL MANAGEMENT LLC

Mar 31, 26

-1.45K

Verdad Advisers, LP

Mar 31, 26

-14.00K

GODSEY & GIBB, INC

Mar 31, 26

-86

OPTIMA CAPITAL LLC

Mar 31, 26

-153

FARMERS & MERCHANTS INVESTMENTS INC

Mar 31, 26

-16

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-14.52K

TFB Advisors LLC

Mar 31, 26

-4.54K

Atomi Financial Group, Inc.

Mar 31, 26

-3.78K

LJI Wealth Management, LLC

Mar 31, 26

-3.92K

Private Wealth Asset Management, LLC

Mar 31, 26

-228

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-26

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-9

GoalVest Advisory LLC

Mar 31, 26

-57

CSS LLC/IL

Mar 31, 26

-8.32K

Divergent Planning, LLC

529.89K

Dec 31, 25

-2.12K

0.30%

Schulz Wealth, LTD.

84.50K

Dec 31, 25

+2.03K

0.05%

AllGen Financial Advisors, Inc.

31.26K

Dec 31, 25

+1.69K

0.02%

Liberty Capital Management, Inc.

10.00K

Dec 31, 25

+6.01K

0.01%

COMERICA BANK

8.61K

Dec 31, 25

+526

0.00%

Global Retirement Partners, LLC

3.58K

Dec 31, 25

+985

0.00%

CIBC Private Wealth Group, LLC

2.72K

Dec 31, 25

+760

0.00%

Stephens Consulting, LLC

Dec 31, 25

+43

0.00%

Willow Creek Wealth Management Inc.

299.19K

Sep 30, 25

+3.96K

0.17%

Accredited Wealth Management, LLC

135.38K

Sep 30, 25

+134.77K

0.08%

Fortress Wealth Management, Inc.

65.42K

Sep 30, 25

+1.29K

0.04%

Kathleen S. Wright Associates Inc.

2.26K

Sep 30, 25

0.00%

Promus Capital, LLC

Sep 30, 25

-532

Lion Street Advisors, LLC

Sep 30, 25

-4.75K

PrairieView Partners, LLC

482.25K

Jun 30, 25

-18.73K

0.27%

Blue Investment Partners LLC

69.97K

Jun 30, 25

+69.97K

0.04%

Kings Path Partners LLC

53.13K

Jun 30, 25

-1.83K

0.03%

Efficient Frontier Advisors LLC

37.38K

Jun 30, 25

+84

0.02%

Good Life Advisors, LLC

25.38K

Jun 30, 25

+1.15K

0.01%

Parkworth Wealth Management, Inc.

24.70K

Jun 30, 25

+1.42K

0.01%

KRAFT ASSET MANAGEMENT, LLC

22.22K

Jun 30, 25

-7.10K

0.01%

Atria Wealth Solutions, Inc.

15.38K

Jun 30, 25

-832

0.01%

DHK Financial Advisors, Inc.

4.38K

Jun 30, 25

+80

0.00%

Bordeaux Wealth Advisors LLC

4.00K

Jun 30, 25

0.00%

Congress Wealth Management LLC / DE /

2.85K

Jun 30, 25

+2.85K

0.00%

AVANTAX ADVISORY SERVICES, INC.

2.56K

Jun 30, 25

+2.56K

0.00%

First Horizon Advisors, Inc.

326

Jun 30, 25

+124

0.00%

Legacy Investment Solutions, LLC

158

Jun 30, 25

+158

0.00%

CCM INVESTMENT GROUP, LLC

715.19K

Mar 31, 25

+9.82K

0.40%

Callan Capital, LLC

448.15K

Mar 31, 25

+4.68K

0.25%

Aveo Capital Partners, LLC

135.73K

Mar 31, 25

+54.78K

0.08%

Orion Portfolio Solutions, LLC

108.98K

Mar 31, 25

-6.61K

0.06%

Spectrum Wealth Counsel, LLC

Mar 31, 25

-18

Carlson Capital Management

570.29K

Dec 31, 24

+5.59K

0.32%

WMS Partners, LLC

134.28K

Dec 31, 24

-7.11K

0.07%

Merriman Wealth Management, LLC

17.16K

Dec 31, 24

-10.86K

0.01%

WR Wealth Planners, LLC

5.42K

Dec 31, 24

-587

0.00%

Raymond James Financial Services Advisors, Inc.

97.92K

Sep 30, 24

+61.82K

0.05%

RAYMOND JAMES & ASSOCIATES

36.15K

Sep 30, 24

+5.86K

0.02%

Bridge Advisory, LLC

23.32K

Sep 30, 24

-312

0.01%

Annapolis Financial Services, LLC

4.53K

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.58M

Jun 30, 24

+315.60K

1.44%

ML & R WEALTH MANAGEMENT LLC

35.78K

Mar 31, 24

-9.91K

0.02%

SOUNDMARK WEALTH MANAGEMENT, LLC

19.01K

Mar 31, 24

-3.86K

0.01%

Cetera Advisor Networks LLC

8.07K

Mar 31, 24

+1.35K

0.00%

Cetera Advisors LLC

3.29K

Mar 31, 24

+3.29K

0.00%

Coulter & Justus Financial Services, LLC

Mar 31, 24

-3.89K

First Ascent Asset Management, LLC

107.41K

Dec 31, 23

+4.87K

0.06%

Adroit Compliance, LLC

31.04K

Dec 31, 23

+31.04K

0.02%

Bridgeworth, LLC

6.17K

Dec 31, 23

+6.17K

0.00%

PATHSTONE FAMILY OFFICE, LLC

179.33K

Sep 30, 23

+119.32K

0.10%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

35.11K

Sep 30, 23

-135

0.02%

BRIGGS ADVISORY GROUP, INC.

15.38K

Sep 30, 23

+15.38K

0.01%

Truadvice, LLC

3.85K

Sep 30, 23

-618

0.00%

Silicon Hills Wealth Management, LLC

182.97K

Jun 30, 23

-17.04K

0.10%

Relaxing Retirement Coach

5.72K

Jun 30, 23

+5.72K

0.00%

TimeScale Financial, Inc.

Jun 30, 23

+30

0.00%

Brainard Capital Management LLC

56.88K

Mar 31, 23

+9.80K

0.03%

Cardinal Point Wealth Management Partners, LLC

14.04K

Mar 31, 23

+6.60K

0.01%

Baldrige Asset Management LLC

11.63K

Mar 31, 23

+1.13K

0.01%

TRUSTCORE FINANCIAL SERVICES, LLC

1.68K

Dec 31, 22

+1.43K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.19M

Sep 30, 22

+137.12K

0.66%

CPWM, LLC

211.65K

Sep 30, 22

+105.20K

0.12%

Portfolio Solutions, LLC

79.16K

Sep 30, 22

+28.83K

0.04%

DOWLING & YAHNKE LLC

73.84K

Sep 30, 22

+12.61K

0.04%

Meristem Family Wealth, LLC

Mar 31, 22

-8.63K

MANAGED ACCOUNT SERVICES INC

113.14K

Sep 30, 21

-15.80K

0.06%

Cardinal Point Wealth Management LLC

7.35K

Sep 30, 21

-125

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

3.63K

Sep 30, 21

+3.63K

0.00%