Avantis International Small Cap Value ETF(AVDV)

$111.35—

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Avantis International Small Cap Value ETF(AVDV)

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$111.35—

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AVDV(AVDV)

AVDV

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Institutional Ownership

Top 739 Institutional Holders

Holder	Shares	Date	Change	% Held
JONES FINANCIAL COMPANIES LLLP	33.27M	Jun 30, 26	+2.91M	18.41%
Creative Planning	25.51M	Jun 30, 26	+1.73M	14.12%
McMill Wealth Management	18.43M	Jun 30, 26	+18.26M	10.20%
Savant Capital, LLC	11.69M	Jun 30, 26	+168.39K	6.47%
Colony Group, LLC	4.81M	Jun 30, 26	+437.38K	2.66%
Buckingham Strategic Partners	4.69M	Jun 30, 26	+574.31K	2.60%
Accredited Investors Inc.	2.69M	Jun 30, 26	+51.47K	1.49%
ENVESTNET ASSET MANAGEMENT INC	2.64M	Jun 30, 26	+74.47K	1.46%
Modera Wealth Management, LLC	2.36M	Jun 30, 26	+173.58K	1.31%
Mason Investment Advisory Services, Inc.	2.35M	Jun 30, 26	-8.99K	1.30%
Haverford Trust Co	1.70M	Jun 30, 26	+44.36K	0.94%
LPL Financial LLC	1.69M	Jun 30, 26	+49.08K	0.93%
Cerity Partners LLC	1.63M	Jun 30, 26	+208.77K	0.90%
AMERICAN CENTURY COMPANIES INC	1.33M	Jun 30, 26	+127.60K	0.74%
CI Private Wealth, LLC	1.10M	Jun 30, 26	-232.29K	0.61%
MORGAN STANLEY	1.04M	Jun 30, 26	-57.54K	0.57%
BANK OF AMERICA CORP /DE/	1.02M	Jun 30, 26	+216.52K	0.56%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.02M	Jun 30, 26	+253.59K	0.56%
BANK OF MONTREAL /CAN/	1.00M	Jun 30, 26	+45.99K	0.56%
Unison Advisors LLC	831.80K	Jun 30, 26	+4.27K	0.46%
TCI Wealth Advisors, Inc.	749.67K	Jun 30, 26	+52.14K	0.41%
Frontier Asset Management, LLC	665.65K	Jun 30, 26	+5.38K	0.37%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	663.94K	Jun 30, 26	+33.36K	0.37%
Sequoia Financial Advisors, LLC	622.80K	Jun 30, 26	-24.38K	0.34%
Wealth Management Nebraska	574.12K	Jun 30, 26	+9.08K	0.32%
EP Wealth Advisors, LLC	530.91K	Jun 30, 26	-1.21K	0.29%
Apella Capital, LLC	525.85K	Jun 30, 26	+36.01K	0.29%
HighTower Advisors, LLC	514.95K	Jun 30, 26	-2.45K	0.28%
PARK AVENUE SECURITIES LLC	508.29K	Jun 30, 26	+29.32K	0.28%
Foster Group, Inc.	501.98K	Jun 30, 26	+6.42K	0.28%
Hill Investment Group Partners, LLC	494.30K	Jun 30, 26	-11.81K	0.27%
Cetera Investment Advisers	484.88K	Jun 30, 26	+36.46K	0.27%
Brickley Wealth Management	449.71K	Jun 30, 26	-1.56K	0.25%
Beaird Harris Wealth Management, LLC	427.01K	Jun 30, 26	+278	0.24%
Greenline Partners, LLC	424.81K	Jun 30, 26	+12.89K	0.24%
RAYMOND JAMES FINANCIAL INC	421.41K	Jun 30, 26	+19.28K	0.23%
Horizon Investments, LLC	414.10K	Jun 30, 26	-113.45K	0.23%
Moisand Fitzgerald Tamayo, LLC	384.01K	Jun 30, 26	+5.78K	0.21%
STIFEL FINANCIAL CORP	363.71K	Jun 30, 26	-20.33K	0.20%
Allegiance Financial Group Advisory Services LLC	362.99K	Jun 30, 26	+23.94K	0.20%
Pathstone Holdings, LLC	350.75K	Jun 30, 26	+37.96K	0.19%
Cresset Asset Management, LLC	340.70K	Jun 30, 26	--	0.19%
Symmetry Partners, LLC	340.59K	Jun 30, 26	+2.74K	0.19%
Werba Rubin Papier Wealth Management	338.71K	Jun 30, 26	+11.21K	0.19%
Marquette Asset Management, LLC	330.11K	Jun 30, 26	-210	0.18%
AlphaCore Capital LLC	319.88K	Jun 30, 26	-2.69K	0.18%
Meredith Wealth Planning	317.88K	Jun 30, 26	+4.32K	0.18%
Opus Capital Group, LLC	309.73K	Jun 30, 26	-3.51K	0.17%
Krilogy Financial LLC	303.17K	Jun 30, 26	+9.97K	0.17%
Magnus Financial Group LLC	297.91K	Jun 30, 26	+179.10K	0.16%
Emprise Bank	295.85K	Jun 30, 26	+7.46K	0.16%
Bleakley Financial Group, LLC	295.82K	Jun 30, 26	+13.22K	0.16%
ATWOOD & PALMER INC	278.70K	Jun 30, 26	+6.17K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	276.55K	Jun 30, 26	+5.60K	0.15%
DEFINE FINANCIAL, LLC	269.26K	Jun 30, 26	+17.16K	0.15%
Falcon Wealth Planning	267.45K	Jun 30, 26	+4.96K	0.15%
BENJAMIN EDWARDS INC	262.25K	Jun 30, 26	-15.21K	0.15%
WELLS FARGO & COMPANY/MN	261.13K	Jun 30, 26	+42.20K	0.14%
NORTHWEST WEALTH MANAGEMENT, LLC	258.98K	Jun 30, 26	+13.64K	0.14%
QUARRY HILL ADVISORS, LLC	255.83K	Jun 30, 26	+19.76K	0.14%
Morton Brown Family Wealth, LLC	255.15K	Jun 30, 26	+13.68K	0.14%
Prime Capital Investment Advisors, LLC	253.98K	Jun 30, 26	-7.57K	0.14%
Fundamentum, LLC	253.69K	Jun 30, 26	+4.68K	0.14%
Kondo Wealth Advisors, Inc.	252.63K	Jun 30, 26	+3.12K	0.14%
B&D White Capital Company, LLC	246.68K	Jun 30, 26	+8.40K	0.14%
FINANCIAL MANAGEMENT NETWORK INC	245.94K	Jun 30, 26	+12.59K	0.14%
CogentBlue Wealth Advisors, LLC	245.63K	Jun 30, 26	-13.79K	0.14%
JANE STREET GROUP, LLC	238.61K	Jun 30, 26	+222.66K	0.13%
SATOVSKY ASSET MANAGEMENT LLC	231.65K	Jun 30, 26	+15.93K	0.13%
AQR CAPITAL MANAGEMENT LLC	230.44K	Jun 30, 26	+28.30K	0.13%
Peirce Capital Management, LLC	222.75K	Jun 30, 26	+1.46K	0.12%
EXCHANGE TRADED CONCEPTS, LLC	213.53K	Jun 30, 26	-25.99K	0.12%
Squire Investment Management Company, LLC	206.28K	Jun 30, 26	+6.90K	0.11%
Quantum Financial Advisors, LLC	205.87K	Jun 30, 26	+1.02K	0.11%
KEB ASSET MANAGEMENT, LLC	200.84K	Jun 30, 26	+35.76K	0.11%
OLD MISSION CAPITAL LLC	196.01K	Jun 30, 26	+146.03K	0.11%
Discipline Wealth Solutions, LLC	195.27K	Jun 30, 26	+3.75K	0.11%
Wealth Architects, LLC	194.46K	Jun 30, 26	-3.90K	0.11%
MML INVESTORS SERVICES, LLC	192.98K	Jun 30, 26	+54.69K	0.11%
Brady Martz Wealth Solutions, LLC	192.77K	Jun 30, 26	-461	0.11%
NewEdge Advisors, LLC	189.88K	Jun 30, 26	+107.69K	0.11%
Perigon Wealth Management, LLC	188.91K	Jun 30, 26	+7.09K	0.10%
Great Point Wealth Advisors, LLC	187.08K	Jun 30, 26	+7.68K	0.10%
Prosperity Planning, Inc.	185.16K	Jun 30, 26	+3.61K	0.10%
Rialto Wealth Management, LLC	183.60K	Jun 30, 26	+14.81K	0.10%
Kaufman Rossin Wealth, LLC	180.93K	Jun 30, 26	+16.60K	0.10%
Bedel Financial Consulting, Inc.	178.87K	Jun 30, 26	+6.75K	0.10%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	178.37K	Jun 30, 26	+2.61K	0.10%
ROYAL BANK OF CANADA	177.96K	Jun 30, 26	+46.71K	0.10%
NATIXIS ADVISORS, L.P.	176.53K	Jun 30, 26	+62.70K	0.10%
Plancorp, LLC	176.12K	Jun 30, 26	+62	0.10%
JRM Investment Counsel, LLC	175.22K	Jun 30, 26	+3.30K	0.10%
Oakwell Private Wealth Management, LLC	174.58K	Jun 30, 26	-15.33K	0.10%
Pensionmark Financial Group, LLC	172.85K	Jun 30, 26	-204	0.10%
HMV Wealth Advisors, LLC	172.21K	Jun 30, 26	+11.94K	0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	168.72K	Jun 30, 26	+73.82K	0.09%
UBS Group AG	168.22K	Jun 30, 26	+32.66K	0.09%
D'Orazio & Associates, Inc.	165.16K	Jun 30, 26	+24.81K	0.09%
Penserra Capital Management LLC	165.09K	Jun 30, 26	-6.87K	0.09%
Waverly Advisors, LLC	162.30K	Jun 30, 26	-1.81K	0.09%
Valued Wealth Advisors LLC	162.26K	Jun 30, 26	+2.44K	0.09%
Mariner, LLC	154.26K	Jun 30, 26	+15.12K	0.09%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	153.74K	Jun 30, 26	+153.74K	0.09%
NOTTINGHAM ADVISORS, INC.	151.09K	Jun 30, 26	-677	0.08%
Flagstone Financial Management	148.30K	Jun 30, 26	+1.82K	0.08%
Delap Wealth Advisory, LLC	148.23K	Jun 30, 26	+7.62K	0.08%
FLOW TRADERS U.S. LLC	147.11K	Jun 30, 26	+147.11K	0.08%
LIBRA WEALTH LLC	147.03K	Jun 30, 26	-1.89K	0.08%
Henrickson Nauta Wealth Advisors, Inc.	145.98K	Jun 30, 26	-2.70K	0.08%
Fonville Wealth Management LLC	145.82K	Jun 30, 26	+9.20K	0.08%
Intergy Private Wealth, LLC	140.37K	Jun 30, 26	-6.77K	0.08%
Barry Investment Advisors, LLC	140.36K	Jun 30, 26	+4.86K	0.08%
Private Wealth Management Group, LLC	139.15K	Jun 30, 26	-4.24K	0.08%
FAMILY WEALTH PARTNERS, LLC	134.91K	Jun 30, 26	+6.96K	0.07%
Mraz, Amerine & Associates, Inc.	134.13K	Jun 30, 26	+169	0.07%
COLLECTIVE FAMILY OFFICE LLC	131.50K	Jun 30, 26	-284	0.07%
Friday Financial	130.84K	Jun 30, 26	+13.14K	0.07%
Wedmont Private Capital	130.16K	Jun 30, 26	+19.28K	0.07%
Larson Financial Group LLC	130.03K	Jun 30, 26	-3.39K	0.07%
Checchi Capital Advisers, LLC	127.61K	Jun 30, 26	+9.93K	0.07%
GOLDMAN SACHS GROUP INC	126.93K	Jun 30, 26	+126.93K	0.07%
Telos Capital Management, Inc.	126.20K	Jun 30, 26	-1.11K	0.07%
CONFLUENCE INVESTMENT MANAGEMENT LLC	125.70K	Jun 30, 26	+4.86K	0.07%
Seven Springs Wealth Group, LLC	125.35K	Jun 30, 26	+6.15K	0.07%
CITADEL ADVISORS LLC	124.46K	Jun 30, 26	-318.59K	0.07%
Apeiron RIA LLC	122.00K	Jun 30, 26	-318	0.07%
Farther Finance Advisors, LLC	120.43K	Jun 30, 26	-2.83K	0.07%
JACKSON THORNTON ASSET MANAGEMENT, LLC	119.69K	Jun 30, 26	+3.28K	0.07%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	117.19K	Jun 30, 26	-14.80K	0.06%
ASSETMARK, INC	111.01K	Jun 30, 26	+109.31K	0.06%
Annex Advisory Services, LLC	109.69K	Jun 30, 26	-2.36K	0.06%
Highland Financial Advisors, LLC	108.17K	Jun 30, 26	+108.17K	0.06%
REAP Financial Group, LLC	105.75K	Jun 30, 26	+8.68K	0.06%
KAVAR CAPITAL PARTNERS GROUP, LLC	104.57K	Jun 30, 26	+6.75K	0.06%
Parkshore Wealth Management, Inc.	104.38K	Jun 30, 26	+6.87K	0.06%
DOPKINS WEALTH MANAGEMENT, LLC	104.02K	Jun 30, 26	+932	0.06%
FIDELITY D & D BANCORP INC	103.94K	Jun 30, 26	+4.88K	0.06%
CLUNE & ASSOCIATES, LTD.	98.15K	Jun 30, 26	+31.55K	0.05%
Porter White Investment Advisors, Inc.	97.96K	Jun 30, 26	+2.30K	0.05%
WMG Financial Advisors, LLC	97.07K	Jun 30, 26	+1.18K	0.05%
True North Advisors, LLC	95.70K	Jun 30, 26	+2.65K	0.05%
WealthCollab, LLC	95.16K	Jun 30, 26	+1.71K	0.05%
CoreFirst Bank & Trust	95.09K	Jun 30, 26	-754	0.05%
Financial Futures Ltd Liability Co.	93.88K	Jun 30, 26	+2.13K	0.05%
Betterment LLC	91.96K	Jun 30, 26	+2.81K	0.05%
TD Waterhouse Canada Inc.	91.31K	Jun 30, 26	+1.67K	0.05%
VOISARD ASSET MANAGEMENT GROUP, INC.	90.80K	Jun 30, 26	+648	0.05%
BlackRock, Inc.	90.69K	Jun 30, 26	+24.35K	0.05%
HB Wealth Management, LLC	90.33K	Jun 30, 26	-10.27K	0.05%
BAYSHORE ASSET MANAGEMENT, LLC	85.79K	Jun 30, 26	-1.21K	0.05%
FIRST NATIONAL BANK SIOUX FALLS	84.96K	Jun 30, 26	--	0.05%
Qube Research & Technologies Ltd	83.69K	Jun 30, 26	+22.64K	0.05%
POINCIANA ADVISORS GROUP, LLC	82.51K	Jun 30, 26	-3.50K	0.05%
Fort Vancouver Investment Management, LLC	81.86K	Jun 30, 26	-4.70K	0.05%
Kestra Advisory Services, LLC	81.23K	Jun 30, 26	+24.73K	0.04%
XY Planning Network, Inc.	80.95K	Jun 30, 26	+12.64K	0.04%
BASSO CAPITAL MANAGEMENT, L.P.	80.33K	Jun 30, 26	+80.33K	0.04%
ADVISOR GROUP HOLDINGS, INC.	79.68K	Jun 30, 26	+15.69K	0.04%
Fortitude Family Office, LLC	79.58K	Jun 30, 26	+3.57K	0.04%
Brinker Capital Investments, LLC	79.27K	Jun 30, 26	-28.76K	0.04%
Bellecapital International Ltd.	79.25K	Jun 30, 26	--	0.04%
Merit Financial Group, LLC	78.66K	Jun 30, 26	-2.80K	0.04%
Beta Wealth Group, Inc.	77.86K	Jun 30, 26	+5.51K	0.04%
Per Stirling Capital Management, LLC.	77.58K	Jun 30, 26	-19.47K	0.04%
SMITH, MOORE & CO.	77.46K	Jun 30, 26	-2.95K	0.04%
Bull Oak Capital, LLC	76.92K	Jun 30, 26	+483	0.04%
Oceanside Advisors LLC	76.50K	Jun 30, 26	+1.45K	0.04%
Physician Wealth Solutions Inc.	76.30K	Jun 30, 26	+3.45K	0.04%
ELEVATE WEALTH ADVISORY, INC	76.26K	Jun 30, 26	+4.05K	0.04%
Cambridge Investment Research Advisors, Inc.	74.10K	Jun 30, 26	-3.62K	0.04%
Higgins & Schmidt Wealth Strategies LLC	73.76K	Jun 30, 26	-59	0.04%
CLARIS ADVISORS, LLC / MO /	73.72K	Jun 30, 26	+7.01K	0.04%
COWA, LLC	73.58K	Jun 30, 26	-547	0.04%
ANDERSON HOAGLAND & CO	73.09K	Jun 30, 26	-4.68K	0.04%
Kestra Investment Management, LLC	72.94K	Jun 30, 26	-42.51K	0.04%
Harbor Group, Inc.	72.25K	Jun 30, 26	+11.54K	0.04%
HILL ISLAND FINANCIAL LLC	72.14K	Jun 30, 26	+3.00K	0.04%
Ironwood Wealth Management, LLC.	71.16K	Jun 30, 26	+71.16K	0.04%
Strategic Blueprint, LLC	70.64K	Jun 30, 26	-977	0.04%
Kings Path Partners LLC	68.69K	Jun 30, 26	+7.41K	0.04%
CALIBER WEALTH MANAGEMENT, LLC / KS	68.28K	Jun 30, 26	+2.04K	0.04%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	67.64K	Jun 30, 26	+23	0.04%
Estate Counselors, LLC	66.48K	Jun 30, 26	-1.49K	0.04%
Simplicity Wealth,LLC	66.24K	Jun 30, 26	+2.54K	0.04%
Oak Wealth Advisors LLC	64.51K	Jun 30, 26	+1.03K	0.04%
CURIO WEALTH, LLC	63.45K	Jun 30, 26	+2.65K	0.04%
CARDIFF PARK ADVISORS, LLC	63.20K	Jun 30, 26	+4.14K	0.03%
Empire Financial Management Company, LLC	62.83K	Jun 30, 26	+2.38K	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	62.33K	Jun 30, 26	+2.91K	0.03%
Trilogy Capital Inc.	62.15K	Jun 30, 26	-850	0.03%
Ballentine Capital Advisors, Inc	60.99K	Jun 30, 26	-2.87K	0.03%
SEGALL BRYANT & HAMILL, LLC	60.86K	Jun 30, 26	-5.66K	0.03%
Kerntke Otto McGlone Wealth Management Group	60.78K	Jun 30, 26	+6.15K	0.03%
Community Bank, N.A.	60.21K	Jun 30, 26	-3	0.03%
Avant Financial Advisors LLC	60.14K	Jun 30, 26	+1.40K	0.03%
EverSource Wealth Advisors, LLC	59.64K	Jun 30, 26	+4.25K	0.03%
Allworth Financial LP	59.48K	Jun 30, 26	-3.57K	0.03%
PCG Wealth Advisors, LLC	59.10K	Jun 30, 26	-4.80K	0.03%
Greenspring Advisors, LLC	58.44K	Jun 30, 26	-1.02K	0.03%
Golden Bell Financial Planning LLC	57.97K	Jun 30, 26	-1.83K	0.03%
Davidson Kahn Capital Management, LLC	57.50K	Jun 30, 26	+9.31K	0.03%
Quantinno Capital Management LP	57.10K	Jun 30, 26	+12.55K	0.03%
Chicago Partners Investment Group LLC	56.68K	Jun 30, 26	+1.07K	0.03%
SageView Advisory Group, LLC	56.25K	Jun 30, 26	+51.10K	0.03%
VICTORY FINANCIAL GROUP, LLC	55.97K	Jun 30, 26	+2.24K	0.03%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	55.36K	Jun 30, 26	+443	0.03%
Leibman Financial Services, Inc.	54.66K	Jun 30, 26	+1.13K	0.03%
Prospera Financial Services Inc	53.70K	Jun 30, 26	+12.96K	0.03%
Towerpoint Wealth, LLC	53.62K	Jun 30, 26	+31.59K	0.03%
Parkwoods Wealth Partners, LLC	53.10K	Jun 30, 26	+29.04K	0.03%
Cascade Financial Partners, LLC	52.96K	Jun 30, 26	+6.96K	0.03%
Wealthfront Advisers LLC	52.61K	Jun 30, 26	+8.64K	0.03%
Versant Capital Management, Inc	51.78K	Jun 30, 26	-278	0.03%
Stone Point Wealth LLC	51.72K	Jun 30, 26	-1.19K	0.03%
Summit Financial, LLC	51.56K	Jun 30, 26	-871	0.03%
KEYBANK NATIONAL ASSOCIATION/OH	50.51K	Jun 30, 26	+50.51K	0.03%
Alpha Omega Wealth Management LLC	50.33K	Jun 30, 26	+1.64K	0.03%
Cypress Point Wealth Management, LLC	49.91K	Jun 30, 26	-947	0.03%
Laurel Wealth Planning LLC	49.70K	Jun 30, 26	+956	0.03%
Systelligence, LLC	49.41K	Jun 30, 26	+11.05K	0.03%
Resources Investment Advisors, LLC.	48.26K	Jun 30, 26	+841	0.03%
Haven Private, LLC	47.09K	Jun 30, 26	+1.15K	0.03%
Tortoise Investment Management, LLC	46.83K	Jun 30, 26	-543	0.03%
Stegent Equity Advisors, Inc.	46.20K	Jun 30, 26	-696	0.03%
Advisory Services Network, LLC	46.00K	Jun 30, 26	+1.92K	0.03%
CreativeOne Wealth, LLC	44.99K	Jun 30, 26	+5.80K	0.02%
Concurrent Investment Advisors, LLC	44.88K	Jun 30, 26	+2.27K	0.02%
Federation des caisses Desjardins du Quebec	44.15K	Jun 30, 26	-845	0.02%
Ariadne Wealth Management, LP	41.53K	Jun 30, 26	+382	0.02%
Cloud Capital Management, LLC	41.19K	Jun 30, 26	+3.58K	0.02%
Redhawk Wealth Advisors, Inc.	40.94K	Jun 30, 26	+7.11K	0.02%
Sigma Planning Corp	40.00K	Jun 30, 26	+21.31K	0.02%
Prospect Financial Group LLC	39.97K	Jun 30, 26	--	0.02%
Waterfront Wealth Inc.	39.61K	Jun 30, 26	+1.69K	0.02%
LEVEL FOUR ADVISORY SERVICES, LLC	39.58K	Jun 30, 26	+39.58K	0.02%
Stokes Family Office, LLC	38.34K	Jun 30, 26	-9.82K	0.02%
FOUNDERS FINANCIAL SECURITIES LLC	38.27K	Jun 30, 26	+10.66K	0.02%
Index Fund Advisors, Inc.	37.97K	Jun 30, 26	+541	0.02%
Legacy Wealth Management, LLC / MS	37.37K	Jun 30, 26	+5.95K	0.02%
WorthPointe, LLC	36.88K	Jun 30, 26	+3.78K	0.02%
AIRE ADVISORS, LLC	36.74K	Jun 30, 26	-2.21K	0.02%
Lauterbach Financial Advisors, LLC	35.89K	Jun 30, 26	+2.20K	0.02%
Accurate Wealth Management, LLC	35.77K	Jun 30, 26	+7.79K	0.02%
Savvy Advisors, Inc.	34.35K	Jun 30, 26	+5.88K	0.02%
JPMORGAN CHASE & CO	34.05K	Jun 30, 26	+4.62K	0.02%
AllGen Financial Advisors, Inc.	33.91K	Jun 30, 26	+2.14K	0.02%
BWM Planning, LLC	33.70K	Jun 30, 26	-168	0.02%
SHUFRO ROSE & CO LLC	33.34K	Jun 30, 26	-529	0.02%
AE Wealth Management LLC	33.27K	Jun 30, 26	+6.35K	0.02%
INSIGNEO ADVISORY SERVICES, LLC	33.19K	Jun 30, 26	+33.19K	0.02%
Capstone Wealth Management, LLC	33.09K	Jun 30, 26	+428	0.02%
Arcadia Wealth Management, Inc.	32.89K	Jun 30, 26	+437	0.02%
BAKER TILLY WEALTH MANAGEMENT, LLC	32.59K	Jun 30, 26	+2.12K	0.02%
Smartleaf Asset Management LLC	32.37K	Jun 30, 26	--	0.02%
CAPITAL PERFORMANCE ADVISORS LLP	31.82K	Jun 30, 26	-202	0.02%
Continuum Advisory, LLC	31.53K	Jun 30, 26	-4.63K	0.02%
PRINCIPAL SECURITIES, INC.	30.82K	Jun 30, 26	-5.26K	0.02%
RCS Financial Planning, LLC	29.88K	Jun 30, 26	-83	0.02%
COURIER CAPITAL LLC	29.86K	Jun 30, 26	+12	0.02%
Equita Financial Network, Inc.	29.18K	Jun 30, 26	+106	0.02%
FIFTH THIRD SECURITIES, INC.	28.40K	Jun 30, 26	+2.74K	0.02%
Tillman Hartley LLC	28.35K	Jun 30, 26	+1.66K	0.02%
CIBC WORLD MARKET INC.	28.27K	Jun 30, 26	+22.32K	0.02%
Seed Wealth Management, Inc.	27.88K	Jun 30, 26	+396	0.02%
McLean Asset Management Corp	27.65K	Jun 30, 26	-2.36K	0.02%
Envestnet Portfolio Solutions, Inc.	27.06K	Jun 30, 26	+5.12K	0.01%
Diversify Advisory Services, LLC	26.91K	Jun 30, 26	+26.91K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	26.91K	Jun 30, 26	+1.09K	0.01%
Forum Financial Management, LP	26.83K	Jun 30, 26	+49	0.01%
LexAurum Advisors, LLC	25.56K	Jun 30, 26	+739	0.01%
Bright Futures Wealth Management, LLC.	25.31K	Jun 30, 26	-7.25K	0.01%
Ancora Advisors, LLC	24.11K	Jun 30, 26	+13.94K	0.01%
Tanglewood Wealth Management, Inc.	23.88K	Jun 30, 26	+10.28K	0.01%
TRUIST FINANCIAL CORP	23.42K	Jun 30, 26	+21.15K	0.01%
Balboa Wealth Partners	23.06K	Jun 30, 26	+1.05K	0.01%
Holcombe Financial, Inc.	22.98K	Jun 30, 26	+659	0.01%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	22.94K	Jun 30, 26	+3.57K	0.01%
LAM GROUP, INC.	22.89K	Jun 30, 26	+2.10K	0.01%
Nuveen, LLC	22.70K	Jun 30, 26	+22.70K	0.01%
Navigoe, LLC	22.59K	Jun 30, 26	+542	0.01%
Insight Wealth Partners, LLC	22.55K	Jun 30, 26	+280	0.01%
CARY STREET PARTNERS FINANCIAL LLC	22.54K	Jun 30, 26	+22.54K	0.01%
IAG Wealth Partners, LLC	22.53K	Jun 30, 26	-137	0.01%
CoreCap Advisors, LLC	22.25K	Jun 30, 26	+2.55K	0.01%
PFC CAPITAL GROUP, INC.	21.51K	Jun 30, 26	+491	0.01%
Triton Wealth Management, PLLC	21.44K	Jun 30, 26	-2.49K	0.01%
Janney Montgomery Scott LLC	21.41K	Jun 30, 26	-3.45K	0.01%
Astra Wealth Partners LLC	21.31K	Jun 30, 26	-271	0.01%
SEEDS INVESTOR LLC	21.28K	Jun 30, 26	+1.98K	0.01%
Paragon Advisors, LLC	21.22K	Jun 30, 26	+1.98K	0.01%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	20.82K	Jun 30, 26	+6.51K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	20.81K	Jun 30, 26	+6.14K	0.01%
Gradient Capital Advisors, LLC	20.80K	Jun 30, 26	-693	0.01%
COLDSTREAM CAPITAL MANAGEMENT INC	20.66K	Jun 30, 26	-200	0.01%
Berkeley, Inc	20.27K	Jun 30, 26	+4.92K	0.01%
Passive Capital Management, LLC.	19.34K	Jun 30, 26	+73	0.01%
Arete Wealth Advisors, LLC	19.30K	Jun 30, 26	-480	0.01%
LRI Investments, LLC	19.03K	Jun 30, 26	--	0.01%
Breakwater Capital Group	18.91K	Jun 30, 26	+2.45K	0.01%
Total Clarity Wealth Management, Inc.	18.89K	Jun 30, 26	+6.55K	0.01%
PHILADELPHIA TRUST CO	18.89K	Jun 30, 26	-31	0.01%
TCG Advisory Services, LLC	18.28K	Jun 30, 26	+18.28K	0.01%
Newbridge Financial Services Group, Inc.	18.14K	Jun 30, 26	+18.14K	0.01%
IMG Wealth Management, Inc.	18.08K	Jun 30, 26	+2.49K	0.01%
Cornerstone Wealth Management, LLC	17.88K	Jun 30, 26	-1.57K	0.01%
Dogwood Wealth Management LLC	17.65K	Jun 30, 26	-544	0.01%
Steward Partners Investment Advisory, LLC	17.34K	Jun 30, 26	+6.22K	0.01%
Apollon Wealth Management, LLC	17.26K	Jun 30, 26	+17.26K	0.01%
NWAM LLC	17.18K	Jun 30, 26	+954	0.01%
Trademark Financial Management, LLC	17.14K	Jun 30, 26	+3.15K	0.01%
Northland Capital Management LLC	17.11K	Jun 30, 26	+913	0.01%
Clark Asset Management, LLC	16.97K	Jun 30, 26	-2.17K	0.01%
SC&H Financial Advisors, Inc.	16.80K	Jun 30, 26	-588	0.01%
Pacific Asset Management, LLC	16.74K	Jun 30, 26	+710	0.01%
Johnson Financial Group, LLC	16.48K	Jun 30, 26	+16.48K	0.01%
Wright Fund Management, LLC	16.36K	Jun 30, 26	-111.59K	0.01%
MIDDLETON & CO INC/MA	16.28K	Jun 30, 26	+5.30K	0.01%
Gibson Capital, LLC	16.16K	Jun 30, 26	-839	0.01%
VERUS WEALTH MANAGEMENT, LLC	16.16K	Jun 30, 26	+758	0.01%
Austin Wealth Management, LLC	16.09K	Jun 30, 26	+694	0.01%
Baker Ellis Asset Management LLC	15.93K	Jun 30, 26	+100	0.01%
Verdence Capital Advisors LLC	15.91K	Jun 30, 26	+209	0.01%
CAPTRUST FINANCIAL ADVISORS	15.51K	Jun 30, 26	-102	0.01%
L.K. Benson & Company, P.C.	15.37K	Jun 30, 26	-134	0.01%
Douglass Winthrop Advisors, LLC	15.30K	Jun 30, 26	+15.30K	0.01%
Maia Wealth LLC	15.29K	Jun 30, 26	+1.69K	0.01%
SEAVIEW INVESTMENT MANAGERS LLC	14.86K	Jun 30, 26	+1.27K	0.01%
CVA Family Office, LLC	14.77K	Jun 30, 26	-245	0.01%
Maridea Wealth Management LLC	14.63K	Jun 30, 26	+518	0.01%
TWO SIGMA SECURITIES, LLC	14.59K	Jun 30, 26	+14.59K	0.01%
TABLEAUX LLC	14.53K	Jun 30, 26	+2.76K	0.01%
Burk Holdings LLC	14.06K	Jun 30, 26	+2.20K	0.01%
Powerhouse Assets LLC	13.72K	Jun 30, 26	-80	0.01%
Brookstone Capital Management	13.65K	Jun 30, 26	+1.47K	0.01%
Independent Advisor Alliance	13.37K	Jun 30, 26	-1.51K	0.01%
Hardin Capital Partners, LLC	13.37K	Jun 30, 26	+489	0.01%
UMB Bank, n.a.	13.33K	Jun 30, 26	-1.20K	0.01%
Curtis Advisory Group, LLC	13.17K	Jun 30, 26	-94	0.01%
Sunpointe, LLC	13.16K	Jun 30, 26	--	0.01%
Ashton Thomas Private Wealth, LLC	13.11K	Jun 30, 26	+3.24K	0.01%
Certified Advisory Corp	13.02K	Jun 30, 26	-205	0.01%
Financial Engines Advisors L.L.C.	12.77K	Jun 30, 26	+130	0.01%
Integrated Wealth Concepts LLC	12.69K	Jun 30, 26	+3.70K	0.01%
FMB WEALTH MANAGEMENT	12.62K	Jun 30, 26	-238	0.01%
Rockefeller Capital Management L.P.	12.54K	Jun 30, 26	+606	0.01%
Wealthcare Advisory Partners LLC	12.50K	Jun 30, 26	+7.45K	0.01%
Abacus Planning Group, Inc.	12.49K	Jun 30, 26	+1.36K	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	12.47K	Jun 30, 26	+12.47K	0.01%
MGO ONE SEVEN LLC	12.32K	Jun 30, 26	+1.50K	0.01%
FMR LLC	11.61K	Jun 30, 26	+368	0.01%
E&G Advisors, LP	11.50K	Jun 30, 26	+475	0.01%
MONETA GROUP INVESTMENT ADVISORS LLC	11.13K	Jun 30, 26	+5.16K	0.01%
PARSONS CAPITAL MANAGEMENT INC/RI	10.90K	Jun 30, 26	+10.90K	0.01%
Asset Dedication, LLC	10.84K	Jun 30, 26	-279	0.01%
Belpointe Asset Management LLC	10.80K	Jun 30, 26	-3.91K	0.01%
Joseph P. Lucia & Associates, LLC	10.61K	Jun 30, 26	-266	0.01%
Private Advisor Group, LLC	10.13K	Jun 30, 26	-10.36K	0.01%
BROWN ADVISORY INC	10.09K	Jun 30, 26	+451	0.01%
Level Financial Advisors, Inc.	10.03K	Jun 30, 26	+101	0.01%
Eldridge Investment Advisors, Inc.	10.00K	Jun 30, 26	+10.00K	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	9.75K	Jun 30, 26	-23	0.01%
Prosperity Consulting Group, LLC	9.73K	Jun 30, 26	--	0.01%
Liberty Capital Management, Inc.	9.49K	Jun 30, 26	+9.49K	0.01%
SouthState Corp	9.47K	Jun 30, 26	--	0.01%
MAI Capital Management	9.45K	Jun 30, 26	+4.66K	0.01%
FIFTH THIRD BANCORP	9.36K	Jun 30, 26	-191	0.01%
CENTRAL TRUST Co	9.19K	Jun 30, 26	-2.38K	0.01%
Pacific Sage Partners, LLC	9.01K	Jun 30, 26	+576	0.00%
NCM Capital Management, LLC	9.01K	Jun 30, 26	+926	0.00%
Nemes Rush Group LLC	8.90K	Jun 30, 26	+1.35K	0.00%
VisionPoint Advisory Group, LLC	8.85K	Jun 30, 26	+1.74K	0.00%
Fortis Capital Advisors, LLC	8.80K	Jun 30, 26	-2.85K	0.00%
MOSAIC FAMILY WEALTH PARTNERS, LLC	8.73K	Jun 30, 26	+8.73K	0.00%
Goldstein Advisors, LLC	8.71K	Jun 30, 26	+1.50K	0.00%
Capital Analysts, LLC	8.56K	Jun 30, 26	+112	0.00%
Integrity Wealth Solutions LLC	8.48K	Jun 30, 26	+2.36K	0.00%
Vestmark Advisory Solutions, Inc.	8.44K	Jun 30, 26	+2.99K	0.00%
United Advisor Group, LLC	8.44K	Jun 30, 26	+8.44K	0.00%
Canvas Wealth Advisors, LLC	8.43K	Jun 30, 26	+729	0.00%
Exchange Bank	8.38K	Jun 30, 26	+970	0.00%
Clark Capital Management Group, Inc.	8.37K	Jun 30, 26	-5.22K	0.00%
Kelman-Lazarov, Inc.	8.28K	Jun 30, 26	-390	0.00%
Caprock Group, LLC	8.24K	Jun 30, 26	-1.91K	0.00%
Selective Wealth Management, Inc.	8.19K	Jun 30, 26	-146	0.00%
DRIVE WEALTH MANAGEMENT, LLC	8.12K	Jun 30, 26	+301	0.00%
SELDON CAPITAL LP	8.00K	Jun 30, 26	--	0.00%
MERCER GLOBAL ADVISORS INC /ADV	7.99K	Jun 30, 26	+2.53K	0.00%
W.H. Cornerstone Investments Inc.	7.96K	Jun 30, 26	+2.89K	0.00%
Ifrah Financial Services, Inc.	7.93K	Jun 30, 26	+5	0.00%
TUDOR INVESTMENT CORP ET AL	7.92K	Jun 30, 26	+7.92K	0.00%
SIMPLEX TRADING, LLC	7.71K	Jun 30, 26	+2.12K	0.00%
Visionary Wealth Advisors	7.70K	Jun 30, 26	-321	0.00%
CYPRESS FINANCIAL PLANNING LLC	7.70K	Jun 30, 26	+7.70K	0.00%
Signal Advisors Wealth, LLC	7.61K	Jun 30, 26	-50	0.00%
ENTREWEALTH, LLC	7.57K	Jun 30, 26	+716	0.00%
Bragg Financial Advisors, Inc	7.47K	Jun 30, 26	+767	0.00%
Ameritas Advisory Services, LLC	7.42K	Jun 30, 26	+7.42K	0.00%
HENGEHOLD CAPITAL MANAGEMENT LLC	7.15K	Jun 30, 26	+7.15K	0.00%
RENAISSANCE TECHNOLOGIES LLC	7.12K	Jun 30, 26	+7.12K	0.00%
ENDEAVOR PRIVATE WEALTH, INC.	7.07K	Jun 30, 26	+859	0.00%
AMERIPRISE FINANCIAL INC	7.02K	Jun 30, 26	+1.07K	0.00%
Ruedi Wealth Management, Inc.	6.91K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	6.90K	Jun 30, 26	+1.88K	0.00%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	6.85K	Jun 30, 26	-2.35K	0.00%
BRIGHTON JONES LLC	6.67K	Jun 30, 26	+439	0.00%
Tranquilli Financial Advisor LLC	6.62K	Jun 30, 26	+2.11K	0.00%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6.57K	Jun 30, 26	+19	0.00%
Cypress Wealth Services, LLC	6.55K	Jun 30, 26	+4.12K	0.00%
Haverford Financial Services, Inc.	6.30K	Jun 30, 26	--	0.00%
Tranquility Partners, LLC	6.25K	Jun 30, 26	+218	0.00%
PFG Advisors	6.20K	Jun 30, 26	+6.20K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.20K	Jun 30, 26	-383	0.00%
M Wealth Management, LLC	6.15K	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	6.08K	Jun 30, 26	--	0.00%
JAMES INVESTMENT RESEARCH INC	6.04K	Jun 30, 26	+825	0.00%
Nova R Wealth, Inc.	5.86K	Jun 30, 26	+3.54K	0.00%
Modern Wealth Management, LLC	5.85K	Jun 30, 26	-169	0.00%
MCF Advisors LLC	5.67K	Jun 30, 26	-31	0.00%
Fisher Asset Management, LLC	5.61K	Jun 30, 26	+5.61K	0.00%
Bank of New York Mellon Corp	5.26K	Jun 30, 26	+923	0.00%
Global Retirement Partners, LLC	5.25K	Jun 30, 26	+5.25K	0.00%
Seaside Wealth Management, Inc.	5.24K	Jun 30, 26	-234	0.00%
RITHOLTZ WEALTH MANAGEMENT	5.22K	Jun 30, 26	-229	0.00%
GUYASUTA INVESTMENT ADVISORS INC	5.20K	Jun 30, 26	--	0.00%
Lutz Financial Services LLC	5.17K	Jun 30, 26	+50	0.00%
TBH Global Asset Management, LLC	5.03K	Jun 30, 26	-3.20K	0.00%
Palisade Asset Management, LLC	4.84K	Jun 30, 26	--	0.00%
SFM, LLC	4.71K	Jun 30, 26	+4.71K	0.00%
Rockwood Wealth Management, LLC	4.68K	Jun 30, 26	--	0.00%
Empirical Finance, LLC	4.65K	Jun 30, 26	--	0.00%
Echo Wealth Management, LLC	4.51K	Jun 30, 26	+1.65K	0.00%
Stonebridge Financial Group, LLC	4.48K	Jun 30, 26	+104	0.00%
HARBOR INVESTMENT ADVISORY, LLC	4.46K	Jun 30, 26	+330	0.00%
Narus Financial Partners, LLC	4.39K	Jun 30, 26	+4.39K	0.00%
Dougherty Wealth Advisers LLC	4.39K	Jun 30, 26	--	0.00%
SNS Financial Group, LLC	4.36K	Jun 30, 26	+4.36K	0.00%
Intelligent Financial Strategies	4.28K	Jun 30, 26	+4	0.00%
Colonial River Wealth Management, LLC	4.25K	Jun 30, 26	-341	0.00%
FIRST TRUST ADVISORS LP	4.08K	Jun 30, 26	+776	0.00%
Root Financial Partners, LLC	4.08K	Jun 30, 26	-3.16K	0.00%
Destination Wealth Management	4.08K	Jun 30, 26	--	0.00%
Atlas Wealth LLC	4.01K	Jun 30, 26	--	0.00%
Summit Financial Wealth Advisors, LLC	4.00K	Jun 30, 26	--	0.00%
Valmark Advisers, Inc.	3.95K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	3.94K	Jun 30, 26	+612	0.00%
LIBERTY WEALTH MANAGEMENT LLC	3.85K	Jun 30, 26	--	0.00%
Allodium Investment Consultants, LLC	3.82K	Jun 30, 26	+1	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3.80K	Jun 30, 26	+302	0.00%
Inspire Advisors, LLC	3.77K	Jun 30, 26	+244	0.00%
AssuredPartners Investment Advisors, LLC	3.72K	Jun 30, 26	+3.72K	0.00%
J.W. COLE ADVISORS, INC.	3.67K	Jun 30, 26	+1.29K	0.00%
Solidarity Wealth, LLC	3.65K	Jun 30, 26	+3.65K	0.00%
Life Planning Partners, Inc	3.60K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	3.58K	Jun 30, 26	+114	0.00%
Financial Architects, LLC	3.54K	Jun 30, 26	+30	0.00%
Financial Symmetry Inc	3.51K	Jun 30, 26	-43	0.00%
Jacobi Capital Management LLC	3.51K	Jun 30, 26	+10	0.00%
COMPASS CAPITAL CORP /MA/ /ADV	3.46K	Jun 30, 26	+3.46K	0.00%
Lodestone Wealth Management LLC	3.37K	Jun 30, 26	-1.09K	0.00%
Well Done, LLC	3.35K	Jun 30, 26	+3.35K	0.00%
GDS Wealth Management	3.34K	Jun 30, 26	--	0.00%
Facet Wealth, Inc.	3.34K	Jun 30, 26	+3.34K	0.00%
Klaas Financial Asset Advisors, LLC	3.33K	Jun 30, 26	-4.86K	0.00%
XTX Topco Ltd	3.26K	Jun 30, 26	+3.26K	0.00%
Mutual Advisors, LLC	3.21K	Jun 30, 26	-652	0.00%
CUSTOM INDEX SYSTEMS, LLC	3.14K	Jun 30, 26	+379	0.00%
Baird Financial Group, Inc.	3.14K	Jun 30, 26	+412	0.00%
Keel Point, LLC	3.11K	Jun 30, 26	--	0.00%
JDH Wealth Management, LLC	3.09K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	3.08K	Jun 30, 26	-644	0.00%
SAGE RHINO CAPITAL LLC	3.08K	Jun 30, 26	+14	0.00%
Robertson Stephens Wealth Management, LLC	3.08K	Jun 30, 26	-13	0.00%
Leading Edge Financial Planning LLC	3.07K	Jun 30, 26	--	0.00%
FIRST NATIONAL BANK OF OMAHA	3.06K	Jun 30, 26	--	0.00%
Caerus Investment Advisors, LLC	3.02K	Jun 30, 26	--	0.00%
Avidian Wealth Solutions, LLC	3.00K	Jun 30, 26	+76	0.00%
SRS Capital Advisors, Inc.	3.00K	Jun 30, 26	+2.29K	0.00%
Truepoint, Inc.	2.98K	Jun 30, 26	-63.77K	0.00%
Riverbend Wealth Management, LLC	2.97K	Jun 30, 26	+95	0.00%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	2.96K	Jun 30, 26	-533	0.00%
Element Wealth, LLC	2.96K	Jun 30, 26	+419	0.00%
Fortune Financial Advisors, LLC	2.92K	Jun 30, 26	+2.92K	0.00%
Synergy Investment Management, LLC	2.91K	Jun 30, 26	-370	0.00%
Clearstead Advisors, LLC	2.86K	Jun 30, 26	-638	0.00%
TruNorth Capital Management, LLC	2.81K	Jun 30, 26	--	0.00%
Dorsey & Whitney Trust CO LLC	2.81K	Jun 30, 26	+81	0.00%
Capital Group Private Client Services, Inc.	2.77K	Jun 30, 26	+36	0.00%
Confluence Wealth Services, Inc.	2.75K	Jun 30, 26	+2.75K	0.00%
RVW Wealth, LLC	2.72K	Jun 30, 26	-97	0.00%
Safeguard Investment Advisory Group, LLC	2.67K	Jun 30, 26	+2.67K	0.00%
Mesirow Financial Investment Management, Inc.	2.66K	Jun 30, 26	--	0.00%
Koshinski Asset Management, Inc.	2.64K	Jun 30, 26	+234	0.00%
Freedom Day Solutions, LLC	2.60K	Jun 30, 26	+2.60K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2.56K	Jun 30, 26	+2.56K	0.00%
Stratos Wealth Partners, LTD.	2.55K	Jun 30, 26	+2.55K	0.00%
OKABENA INVESTMENT SERVICES INC	2.52K	Jun 30, 26	--	0.00%
Csenge Advisory Group	2.51K	Jun 30, 26	+84	0.00%
Baldwin Investment Management, LLC	2.50K	Jun 30, 26	+2.50K	0.00%
ROMAN BUTLER FULLERTON & CO	2.48K	Jun 30, 26	+46	0.00%
CWA Asset Management Group, LLC	2.47K	Jun 30, 26	--	0.00%
ZACKS INVESTMENT MANAGEMENT	2.43K	Jun 30, 26	+2.43K	0.00%
Mayflower Financial Advisors, LLC	2.42K	Jun 30, 26	+2.42K	0.00%
Belvedere Trading LLC	2.41K	Jun 30, 26	+2.41K	0.00%
Foundations Investment Advisors, LLC	2.41K	Jun 30, 26	+89	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	2.40K	Jun 30, 26	-5.56K	0.00%
Meritas Wealth Management, LLC	2.35K	Jun 30, 26	+33	0.00%
Fortis Capital Management LLC	2.27K	Jun 30, 26	--	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	2.26K	Jun 30, 26	+148	0.00%
SAPIENT CAPITAL LLC	2.24K	Jun 30, 26	+2.24K	0.00%
Trellis Wealth Advisors LLC	2.21K	Jun 30, 26	+27	0.00%
Shotwell Rutter Baer Inc	2.20K	Jun 30, 26	-50	0.00%
ANGELES WEALTH MANAGEMENT, LLC	2.19K	Jun 30, 26	+1.25K	0.00%
ROCKY MOUNTAIN ADVISERS, LLC	2.17K	Jun 30, 26	--	0.00%
B. Riley Wealth Advisors, Inc.	2.15K	Jun 30, 26	-43	0.00%
Global Wealth Management, LLC	2.14K	Jun 30, 26	+2.14K	0.00%
Heron Bay Capital Management	2.10K	Jun 30, 26	+21	0.00%
Bison Wealth, LLC	2.09K	Jun 30, 26	+37	0.00%
Accel Wealth Management	2.08K	Jun 30, 26	--	0.00%
Worth Asset Management, LLC	2.01K	Jun 30, 26	+2.01K	0.00%
Quadcap Wealth Management, LLC	2.01K	Jun 30, 26	+2.01K	0.00%
NICOLET BANKSHARES INC	2.00K	Jun 30, 26	--	0.00%
Vawter Financial, Ltd.	2.00K	Jun 30, 26	+2.00K	0.00%
Wills Financial Group LLC	2.00K	Jun 30, 26	+2.00K	0.00%
Tyche Wealth Partners LLC	1.96K	Jun 30, 26	+1.96K	0.00%
Ritter Daniher Financial Advisory LLC / DE	1.81K	Jun 30, 26	--	0.00%
Global Trust Asset Management, LLC	1.67K	Jun 30, 26	+150	0.00%
Western Pacific Wealth Management, LP	1.65K	Jun 30, 26	--	0.00%
Bank of New Hampshire	1.58K	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	1.50K	Jun 30, 26	-12	0.00%
Trust Co	1.38K	Jun 30, 26	+100	0.00%
Physician Wealth Advisors, Inc.	1.37K	Jun 30, 26	+1.37K	0.00%
Aptus Capital Advisors, LLC	1.19K	Jun 30, 26	-16	0.00%
IFP Advisors, Inc	1.07K	Jun 30, 26	+167	0.00%
US BANCORP \DE\	1.03K	Jun 30, 26	-48	0.00%
Lloyd Advisory Services, LLC.	1.01K	Jun 30, 26	+733	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	981	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	980	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	932	Jun 30, 26	--	0.00%
Salomon & Ludwin, LLC	931	Jun 30, 26	-49	0.00%
HUNTINGTON NATIONAL BANK	869	Jun 30, 26	+603	0.00%
Smallwood Wealth Investment Management, LLC	856	Jun 30, 26	--	0.00%
CX Institutional	811	Jun 30, 26	+811	0.00%
VALLEY NATIONAL ADVISERS INC	781	Jun 30, 26	--	0.00%
Operose Advisors LLC	766	Jun 30, 26	-883	0.00%
EXCEL SECURITIES & ASSOCIATES, INC.	655	Jun 30, 26	+655	0.00%
FIDUCIARY ADVISORS, INC.	558	Jun 30, 26	-22	0.00%
Glassman Wealth Services	521	Jun 30, 26	--	0.00%
ALERUS FINANCIAL NA	520	Jun 30, 26	--	0.00%
Johnson Financial Group, Inc.	463	Jun 30, 26	--	0.00%
Corsicana & Co.	462	Jun 30, 26	--	0.00%
ROGCO, LP	422	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	415	Jun 30, 26	+18	0.00%
FRANKLIN RESOURCES INC	413	Jun 30, 26	+413	0.00%
HANTZ FINANCIAL SERVICES, INC.	405	Jun 30, 26	+294	0.00%
Barnes Dennig Private Wealth Management LLC	369	Jun 30, 26	+188	0.00%
Crewe Advisors LLC	360	Jun 30, 26	--	0.00%
IFG Advisory, LLC	358	Jun 30, 26	+358	0.00%
TD Capital Management LLC	353	Jun 30, 26	+5	0.00%
Strategic Wealth Partners, Ltd.	350	Jun 30, 26	-21	0.00%
Point Nemo Capital, LLC	348	Jun 30, 26	+348	0.00%
MATHER GROUP, LLC.	341	Jun 30, 26	+233	0.00%
Key FInancial Inc	332	Jun 30, 26	--	0.00%
Pinnacle Bancorp, Inc.	312	Jun 30, 26	-70	0.00%
SWAN Capital LLC	309	Jun 30, 26	--	0.00%
ISLAY CAPITAL MANAGEMENT, LLC	300	Jun 30, 26	--	0.00%
COUNTRY TRUST BANK	284	Jun 30, 26	+284	0.00%
FAS Wealth Partners, Inc.	250	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	241	Jun 30, 26	+241	0.00%
Oakworth Capital, Inc.	235	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	233	Jun 30, 26	-48	0.00%
EVOLUTION WEALTH MANAGEMENT INC.	224	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	205	Jun 30, 26	+205	0.00%
SALEM INVESTMENT COUNSELORS INC	187	Jun 30, 26	--	0.00%
Piscataqua Savings Bank	186	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	184	Jun 30, 26	--	0.00%
Hurley Capital, LLC	161	Jun 30, 26	+2	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	154	Jun 30, 26	+2	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	154	Jun 30, 26	--	0.00%
Abound Wealth Management	151	Jun 30, 26	+107	0.00%
Capital Investment Advisory Services, LLC	151	Jun 30, 26	+1	0.00%
WHITTIER TRUST CO OF NEVADA INC	148	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	148	Jun 30, 26	-26	0.00%
Mosley Wealth Management	143	Jun 30, 26	+143	0.00%
PRIVATE TRUST CO NA	133	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	132	Jun 30, 26	--	0.00%
HORIZON FINANCIAL SERVICES, LLC	105	Jun 30, 26	+105	0.00%
Bogart Wealth, LLC	104	Jun 30, 26	+1	0.00%
Gleason Group, Inc.	103	Jun 30, 26	+103	0.00%
TRUST CO OF VERMONT	102	Jun 30, 26	+102	0.00%
GAMMA Investing LLC	100	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	89	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	88	Jun 30, 26	+88	0.00%
Carolina Wealth Advisors, LLC	78	Jun 30, 26	+78	0.00%
AMERIFLEX GROUP, INC.	75	Jun 30, 26	--	0.00%
True Wealth Design, LLC	63	Jun 30, 26	+63	0.00%
Rossby Financial, LCC	55	Jun 30, 26	+55	0.00%
Spire Wealth Management	53	Jun 30, 26	--	0.00%
Roxbury Financial LLC	48	Jun 30, 26	+48	0.00%
Atlantic Union Bankshares Corp	46	Jun 30, 26	+46	0.00%
Creative Capital Management Investments LLC	46	Jun 30, 26	-164	0.00%
BFSG, LLC	36	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	31	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	27	Jun 30, 26	--	0.00%
Dunhill Financial, LLC	23	Jun 30, 26	--	0.00%
Elevated Capital Advisors, LLC	21	Jun 30, 26	+21	0.00%
AdvisorNet Financial, Inc	16	Jun 30, 26	--	0.00%
S&T BANK/PA	14	Jun 30, 26	-14	0.00%
Quest 10 Wealth Builders, Inc.	14	Jun 30, 26	+14	0.00%
DELTA ASSET MANAGEMENT LLC/TN	13	Jun 30, 26	--	0.00%
Addison Advisors LLC	9	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	8	Jun 30, 26	--	0.00%
SIGNATUREFD, LLC	6	Jun 30, 26	--	0.00%
TSFG, LLC	6	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	6	Jun 30, 26	-411	0.00%
Signature Resources Capital Management, LLC	5	Jun 30, 26	--	0.00%
CITIGROUP INC	1	Jun 30, 26	-9	0.00%
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-100	--
Catalytic Wealth RIA, LLC	--	Jun 30, 26	-13.64K	--
WOLFF WIESE MAGANA LLC	--	Jun 30, 26	-23	--
Atria Investments, Inc	--	Jun 30, 26	-3.04K	--
D. E. Shaw & Co., Inc.	--	Jun 30, 26	-6.86K	--
QRG CAPITAL MANAGEMENT, INC.	--	Jun 30, 26	-2.19K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-436	--
Vise Technologies, Inc.	--	Jun 30, 26	-8.28K	--
BESSEMER GROUP INC	--	Jun 30, 26	-221	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-2.67K	--
Clarity Wealth Development LLC	--	Jun 30, 26	-6.90K	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-907	--
Angeles Investment Advisors, LLC	--	Jun 30, 26	-295.05K	--
WealthShield Partners, LLC	--	Jun 30, 26	-41.23K	--
Baer Investment Advisory LLC	--	Jun 30, 26	-53.73K	--
IHT Wealth Management, LLC	--	Jun 30, 26	-2.19K	--
CAP Partners, LLC	--	Jun 30, 26	-9.32K	--
Team Financial Group, LLC	--	Jun 30, 26	-125	--
Western Wealth Management, LLC	--	Jun 30, 26	-540	--
Clayton Financial Group LLC	--	Jun 30, 26	-605	--
Strategic Financial Planning, Inc.	--	Jun 30, 26	-481.15K	--
FFG Partners, LLC	--	Jun 30, 26	-92.64K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-3.58K	--
ALBION FINANCIAL GROUP /UT	--	Jun 30, 26	-429	--
DBK Financial Counsel, LLC	--	Jun 30, 26	-4.45K	--
Longview Financial Advisors, Inc.	--	Jun 30, 26	-804	--
STEVENS CAPITAL PARTNERS	--	Jun 30, 26	-4.32K	--
GTS SECURITIES LLC	--	Jun 30, 26	-2.06K	--
Clarity Asset Management, Inc.	--	Jun 30, 26	-1.21K	--
Pure Financial Advisors, LLC	1.65M	Mar 31, 26	-64.17K	0.91%
BANK OF AMERICA CORP /DE/	800.21K	Mar 31, 26	+492.65K	0.44%
Empowered Funds, LLC	543.28K	Mar 31, 26	-30.18K	0.30%
CWM, LLC	162.34K	Mar 31, 26	+3.42K	0.09%
Efficient Advisors, LLC	110.14K	Mar 31, 26	-89.26K	0.06%
Betterment LLC	89.15K	Mar 31, 26	-2.50K	0.05%
SIGNET FINANCIAL MANAGEMENT, LLC	52.35K	Mar 31, 26	+159	0.03%
Beacon Pointe Advisors, LLC	47.18K	Mar 31, 26	+4.96K	0.03%
Capasso Planning Partners LLC	31.50K	Mar 31, 26	+946	0.02%
Evanson Asset Management, LLC	27.68K	Mar 31, 26	+8.09K	0.02%
Orion Capital Management LLC	25.31K	Mar 31, 26	+2.79K	0.01%
Vivaldi Capital Management LP	18.77K	Mar 31, 26	-754	0.01%
True Vision MN LLC	17.46K	Mar 31, 26	-1.13K	0.01%
VectorGlobal IAG, Inc.	15.03K	Mar 31, 26	+15.03K	0.01%
Equitable Holdings, Inc.	10.07K	Mar 31, 26	+2.94K	0.01%
Prosperitas Financial LLC	7.72K	Mar 31, 26	+249	0.00%
Camarda Financial Advisors, LLC	7.54K	Mar 31, 26	-378	0.00%
Skopos Labs, Inc.	7.14K	Mar 31, 26	+4.97K	0.00%
Parkside Financial Bank & Trust	4.88K	Mar 31, 26	-333	0.00%
Empirical Finance, LLC	4.65K	Mar 31, 26	-1.99K	0.00%
Cherry Tree Wealth Management, LLC	3.96K	Mar 31, 26	+152	0.00%
Kingsview Wealth Management, LLC	3.37K	Mar 31, 26	-1.20K	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%
Sunbelt Securities, Inc.	1.53K	Mar 31, 26	+1.11K	0.00%
Anchor Investment Management, LLC	1.13K	Mar 31, 26	--	0.00%
JDM Financial Group LLC	431	Mar 31, 26	--	0.00%
Anfield Capital Management, LLC	14	Mar 31, 26	+14	0.00%
McIlrath & Eck, LLC	--	Mar 31, 26	-822	--
Divergent Planning, LLC	529.89K	Dec 31, 25	-2.12K	0.29%
Schulz Wealth, LTD.	84.50K	Dec 31, 25	+2.03K	0.05%
COMERICA BANK	8.61K	Dec 31, 25	+526	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	0.07%
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%
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	1.43%
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

33.27M

Jun 30, 26

+2.91M

18.41%

Creative Planning

25.51M

Jun 30, 26

+1.73M

14.12%

McMill Wealth Management

18.43M

Jun 30, 26

+18.26M

10.20%

Savant Capital, LLC

11.69M

Jun 30, 26

+168.39K

6.47%

Colony Group, LLC

4.81M

Jun 30, 26

+437.38K

2.66%

Buckingham Strategic Partners

4.69M

Jun 30, 26

+574.31K

2.60%

Accredited Investors Inc.

2.69M

Jun 30, 26

+51.47K

1.49%

ENVESTNET ASSET MANAGEMENT INC

2.64M

Jun 30, 26

+74.47K

1.46%

Modera Wealth Management, LLC

2.36M

Jun 30, 26

+173.58K

1.31%

Mason Investment Advisory Services, Inc.

2.35M

Jun 30, 26

-8.99K

1.30%

Haverford Trust Co

1.70M

Jun 30, 26

+44.36K

0.94%

LPL Financial LLC

1.69M

Jun 30, 26

+49.08K

0.93%

Cerity Partners LLC

1.63M

Jun 30, 26

+208.77K

0.90%

AMERICAN CENTURY COMPANIES INC

1.33M

Jun 30, 26

+127.60K

0.74%

CI Private Wealth, LLC

1.10M

Jun 30, 26

-232.29K

0.61%

MORGAN STANLEY

1.04M

Jun 30, 26

-57.54K

0.57%

BANK OF AMERICA CORP /DE/

1.02M

Jun 30, 26

+216.52K

0.56%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.02M

Jun 30, 26

+253.59K

0.56%

BANK OF MONTREAL /CAN/

1.00M

Jun 30, 26

+45.99K

0.56%

Unison Advisors LLC

831.80K

Jun 30, 26

+4.27K

0.46%

TCI Wealth Advisors, Inc.

749.67K

Jun 30, 26

+52.14K

0.41%

Frontier Asset Management, LLC

665.65K

Jun 30, 26

+5.38K

0.37%

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

663.94K

Jun 30, 26

+33.36K

0.37%

Sequoia Financial Advisors, LLC

622.80K

Jun 30, 26

-24.38K

0.34%

Wealth Management Nebraska

574.12K

Jun 30, 26

+9.08K

0.32%

EP Wealth Advisors, LLC

530.91K

Jun 30, 26

-1.21K

0.29%

Apella Capital, LLC

525.85K

Jun 30, 26

+36.01K

0.29%

HighTower Advisors, LLC

514.95K

Jun 30, 26

-2.45K

0.28%

PARK AVENUE SECURITIES LLC

508.29K

Jun 30, 26

+29.32K

0.28%

Foster Group, Inc.

501.98K

Jun 30, 26

+6.42K

0.28%

Hill Investment Group Partners, LLC

494.30K

Jun 30, 26

-11.81K

0.27%

Cetera Investment Advisers

484.88K

Jun 30, 26

+36.46K

0.27%

Brickley Wealth Management

449.71K

Jun 30, 26

-1.56K

0.25%

Beaird Harris Wealth Management, LLC

427.01K

Jun 30, 26

+278

0.24%

Greenline Partners, LLC

424.81K

Jun 30, 26

+12.89K

0.24%

RAYMOND JAMES FINANCIAL INC

421.41K

Jun 30, 26

+19.28K

0.23%

Horizon Investments, LLC

414.10K

Jun 30, 26

-113.45K

0.23%

Moisand Fitzgerald Tamayo, LLC

384.01K

Jun 30, 26

+5.78K

0.21%

STIFEL FINANCIAL CORP

363.71K

Jun 30, 26

-20.33K

0.20%

Allegiance Financial Group Advisory Services LLC

362.99K

Jun 30, 26

+23.94K

0.20%

Pathstone Holdings, LLC

350.75K

Jun 30, 26

+37.96K

0.19%

Cresset Asset Management, LLC

340.70K

Jun 30, 26

0.19%

Symmetry Partners, LLC

340.59K

Jun 30, 26

+2.74K

0.19%

Werba Rubin Papier Wealth Management

338.71K

Jun 30, 26

+11.21K

0.19%

Marquette Asset Management, LLC

330.11K

Jun 30, 26

-210

0.18%

AlphaCore Capital LLC

319.88K

Jun 30, 26

-2.69K

0.18%

Meredith Wealth Planning

317.88K

Jun 30, 26

+4.32K

0.18%

Opus Capital Group, LLC

309.73K

Jun 30, 26

-3.51K

0.17%

Krilogy Financial LLC

303.17K

Jun 30, 26

+9.97K

0.17%

Magnus Financial Group LLC

297.91K

Jun 30, 26

+179.10K

0.16%

Emprise Bank

295.85K

Jun 30, 26

+7.46K

0.16%

Bleakley Financial Group, LLC

295.82K

Jun 30, 26

+13.22K

0.16%

ATWOOD & PALMER INC

278.70K

Jun 30, 26

+6.17K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

276.55K

Jun 30, 26

+5.60K

0.15%

DEFINE FINANCIAL, LLC

269.26K

Jun 30, 26

+17.16K

0.15%

Falcon Wealth Planning

267.45K

Jun 30, 26

+4.96K

0.15%

BENJAMIN EDWARDS INC

262.25K

Jun 30, 26

-15.21K

0.15%

WELLS FARGO & COMPANY/MN

261.13K

Jun 30, 26

+42.20K

0.14%

NORTHWEST WEALTH MANAGEMENT, LLC

258.98K

Jun 30, 26

+13.64K

0.14%

QUARRY HILL ADVISORS, LLC

255.83K

Jun 30, 26

+19.76K

0.14%

Morton Brown Family Wealth, LLC

255.15K

Jun 30, 26

+13.68K

0.14%

Prime Capital Investment Advisors, LLC

253.98K

Jun 30, 26

-7.57K

0.14%

Fundamentum, LLC

253.69K

Jun 30, 26

+4.68K

0.14%

Kondo Wealth Advisors, Inc.

252.63K

Jun 30, 26

+3.12K

0.14%

B&D White Capital Company, LLC

246.68K

Jun 30, 26

+8.40K

0.14%

FINANCIAL MANAGEMENT NETWORK INC

245.94K

Jun 30, 26

+12.59K

0.14%

CogentBlue Wealth Advisors, LLC

245.63K

Jun 30, 26

-13.79K

0.14%

JANE STREET GROUP, LLC

238.61K

Jun 30, 26

+222.66K

0.13%

SATOVSKY ASSET MANAGEMENT LLC

231.65K

Jun 30, 26

+15.93K

0.13%

AQR CAPITAL MANAGEMENT LLC

230.44K

Jun 30, 26

+28.30K

0.13%

Peirce Capital Management, LLC

222.75K

Jun 30, 26

+1.46K

0.12%

EXCHANGE TRADED CONCEPTS, LLC

213.53K

Jun 30, 26

-25.99K

0.12%

Squire Investment Management Company, LLC

206.28K

Jun 30, 26

+6.90K

0.11%

Quantum Financial Advisors, LLC

205.87K

Jun 30, 26

+1.02K

0.11%

KEB ASSET MANAGEMENT, LLC

200.84K

Jun 30, 26

+35.76K

0.11%

OLD MISSION CAPITAL LLC

196.01K

Jun 30, 26

+146.03K

0.11%

Discipline Wealth Solutions, LLC

195.27K

Jun 30, 26

+3.75K

0.11%

Wealth Architects, LLC

194.46K

Jun 30, 26

-3.90K

0.11%

MML INVESTORS SERVICES, LLC

192.98K

Jun 30, 26

+54.69K

0.11%

Brady Martz Wealth Solutions, LLC

192.77K

Jun 30, 26

-461

0.11%

NewEdge Advisors, LLC

189.88K

Jun 30, 26

+107.69K

0.11%

Perigon Wealth Management, LLC

188.91K

Jun 30, 26

+7.09K

0.10%

Great Point Wealth Advisors, LLC

187.08K

Jun 30, 26

+7.68K

0.10%

Prosperity Planning, Inc.

185.16K

Jun 30, 26

+3.61K

0.10%

Rialto Wealth Management, LLC

183.60K

Jun 30, 26

+14.81K

0.10%

Kaufman Rossin Wealth, LLC

180.93K

Jun 30, 26

+16.60K

0.10%

Bedel Financial Consulting, Inc.

178.87K

Jun 30, 26

+6.75K

0.10%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

178.37K

Jun 30, 26

+2.61K

0.10%

ROYAL BANK OF CANADA

177.96K

Jun 30, 26

+46.71K

0.10%

NATIXIS ADVISORS, L.P.

176.53K

Jun 30, 26

+62.70K

0.10%

Plancorp, LLC

176.12K

Jun 30, 26

+62

0.10%

JRM Investment Counsel, LLC

175.22K

Jun 30, 26

+3.30K

0.10%

Oakwell Private Wealth Management, LLC

174.58K

Jun 30, 26

-15.33K

0.10%

Pensionmark Financial Group, LLC

172.85K

Jun 30, 26

-204

0.10%

HMV Wealth Advisors, LLC

172.21K

Jun 30, 26

+11.94K

0.10%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

168.72K

Jun 30, 26

+73.82K

0.09%

UBS Group AG

168.22K

Jun 30, 26

+32.66K

0.09%

D'Orazio & Associates, Inc.

165.16K

Jun 30, 26

+24.81K

0.09%

Penserra Capital Management LLC

165.09K

Jun 30, 26

-6.87K

0.09%

Waverly Advisors, LLC

162.30K

Jun 30, 26

-1.81K

0.09%

Valued Wealth Advisors LLC

162.26K

Jun 30, 26

+2.44K

0.09%

Mariner, LLC

154.26K

Jun 30, 26

+15.12K

0.09%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

153.74K

Jun 30, 26

+153.74K

0.09%

NOTTINGHAM ADVISORS, INC.

151.09K

Jun 30, 26

-677

0.08%

Flagstone Financial Management

148.30K

Jun 30, 26

+1.82K

0.08%

Delap Wealth Advisory, LLC

148.23K

Jun 30, 26

+7.62K

0.08%

FLOW TRADERS U.S. LLC

147.11K

Jun 30, 26

+147.11K

0.08%

LIBRA WEALTH LLC

147.03K

Jun 30, 26

-1.89K

0.08%

Henrickson Nauta Wealth Advisors, Inc.

145.98K

Jun 30, 26

-2.70K

0.08%

Fonville Wealth Management LLC

145.82K

Jun 30, 26

+9.20K

0.08%

Intergy Private Wealth, LLC

140.37K

Jun 30, 26

-6.77K

0.08%

Barry Investment Advisors, LLC

140.36K

Jun 30, 26

+4.86K

0.08%

Private Wealth Management Group, LLC

139.15K

Jun 30, 26

-4.24K

0.08%

FAMILY WEALTH PARTNERS, LLC

134.91K

Jun 30, 26

+6.96K

0.07%

Mraz, Amerine & Associates, Inc.

134.13K

Jun 30, 26

+169

0.07%

COLLECTIVE FAMILY OFFICE LLC

131.50K

Jun 30, 26

-284

0.07%

Friday Financial

130.84K

Jun 30, 26

+13.14K

0.07%

Wedmont Private Capital

130.16K

Jun 30, 26

+19.28K

0.07%

Larson Financial Group LLC

130.03K

Jun 30, 26

-3.39K

0.07%

Checchi Capital Advisers, LLC

127.61K

Jun 30, 26

+9.93K

0.07%

GOLDMAN SACHS GROUP INC

126.93K

Jun 30, 26

+126.93K

0.07%

Telos Capital Management, Inc.

126.20K

Jun 30, 26

-1.11K

0.07%

CONFLUENCE INVESTMENT MANAGEMENT LLC

125.70K

Jun 30, 26

+4.86K

0.07%

Seven Springs Wealth Group, LLC

125.35K

Jun 30, 26

+6.15K

0.07%

CITADEL ADVISORS LLC

124.46K

Jun 30, 26

-318.59K

0.07%

Apeiron RIA LLC

122.00K

Jun 30, 26

-318

0.07%

Farther Finance Advisors, LLC

120.43K

Jun 30, 26

-2.83K

0.07%

JACKSON THORNTON ASSET MANAGEMENT, LLC

119.69K

Jun 30, 26

+3.28K

0.07%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

117.19K

Jun 30, 26

-14.80K

0.06%

ASSETMARK, INC

111.01K

Jun 30, 26

+109.31K

0.06%

Annex Advisory Services, LLC

109.69K

Jun 30, 26

-2.36K

0.06%

Highland Financial Advisors, LLC

108.17K

Jun 30, 26

+108.17K

0.06%

REAP Financial Group, LLC

105.75K

Jun 30, 26

+8.68K

0.06%

KAVAR CAPITAL PARTNERS GROUP, LLC

104.57K

Jun 30, 26

+6.75K

0.06%

Parkshore Wealth Management, Inc.

104.38K

Jun 30, 26

+6.87K

0.06%

DOPKINS WEALTH MANAGEMENT, LLC

104.02K

Jun 30, 26

+932

0.06%

FIDELITY D & D BANCORP INC

103.94K

Jun 30, 26

+4.88K

0.06%

CLUNE & ASSOCIATES, LTD.

98.15K

Jun 30, 26

+31.55K

0.05%

Porter White Investment Advisors, Inc.

97.96K

Jun 30, 26

+2.30K

0.05%

WMG Financial Advisors, LLC

97.07K

Jun 30, 26

+1.18K

0.05%

True North Advisors, LLC

95.70K

Jun 30, 26

+2.65K

0.05%

WealthCollab, LLC

95.16K

Jun 30, 26

+1.71K

0.05%

CoreFirst Bank & Trust

95.09K

Jun 30, 26

-754

0.05%

Financial Futures Ltd Liability Co.

93.88K

Jun 30, 26

+2.13K

0.05%

Betterment LLC

91.96K

Jun 30, 26

+2.81K

0.05%

TD Waterhouse Canada Inc.

91.31K

Jun 30, 26

+1.67K

0.05%

VOISARD ASSET MANAGEMENT GROUP, INC.

90.80K

Jun 30, 26

+648

0.05%

BlackRock, Inc.

90.69K

Jun 30, 26

+24.35K

0.05%

HB Wealth Management, LLC

90.33K

Jun 30, 26

-10.27K

0.05%

BAYSHORE ASSET MANAGEMENT, LLC

85.79K

Jun 30, 26

-1.21K

0.05%

FIRST NATIONAL BANK SIOUX FALLS

84.96K

Jun 30, 26

0.05%

Qube Research & Technologies Ltd

83.69K

Jun 30, 26

+22.64K

0.05%

POINCIANA ADVISORS GROUP, LLC

82.51K

Jun 30, 26

-3.50K

0.05%

Fort Vancouver Investment Management, LLC

81.86K

Jun 30, 26

-4.70K

0.05%

Kestra Advisory Services, LLC

81.23K

Jun 30, 26

+24.73K

0.04%

XY Planning Network, Inc.

80.95K

Jun 30, 26

+12.64K

0.04%

BASSO CAPITAL MANAGEMENT, L.P.

80.33K

Jun 30, 26

+80.33K

0.04%

ADVISOR GROUP HOLDINGS, INC.

79.68K

Jun 30, 26

+15.69K

0.04%

Fortitude Family Office, LLC

79.58K

Jun 30, 26

+3.57K

0.04%

Brinker Capital Investments, LLC

79.27K

Jun 30, 26

-28.76K

0.04%

Bellecapital International Ltd.

79.25K

Jun 30, 26

0.04%

Merit Financial Group, LLC

78.66K

Jun 30, 26

-2.80K

0.04%

Beta Wealth Group, Inc.

77.86K

Jun 30, 26

+5.51K

0.04%

Per Stirling Capital Management, LLC.

77.58K

Jun 30, 26

-19.47K

0.04%

SMITH, MOORE & CO.

77.46K

Jun 30, 26

-2.95K

0.04%

Bull Oak Capital, LLC

76.92K

Jun 30, 26

+483

0.04%

Oceanside Advisors LLC

76.50K

Jun 30, 26

+1.45K

0.04%

Physician Wealth Solutions Inc.

76.30K

Jun 30, 26

+3.45K

0.04%

ELEVATE WEALTH ADVISORY, INC

76.26K

Jun 30, 26

+4.05K

0.04%

Cambridge Investment Research Advisors, Inc.

74.10K

Jun 30, 26

-3.62K

0.04%

Higgins & Schmidt Wealth Strategies LLC

73.76K

Jun 30, 26

-59

0.04%

CLARIS ADVISORS, LLC / MO /

73.72K

Jun 30, 26

+7.01K

0.04%

COWA, LLC

73.58K

Jun 30, 26

-547

0.04%

ANDERSON HOAGLAND & CO

73.09K

Jun 30, 26

-4.68K

0.04%

Kestra Investment Management, LLC

72.94K

Jun 30, 26

-42.51K

0.04%

Harbor Group, Inc.

72.25K

Jun 30, 26

+11.54K

0.04%

HILL ISLAND FINANCIAL LLC

72.14K

Jun 30, 26

+3.00K

0.04%

Ironwood Wealth Management, LLC.

71.16K

Jun 30, 26

+71.16K

0.04%

Strategic Blueprint, LLC

70.64K

Jun 30, 26

-977

0.04%

Kings Path Partners LLC

68.69K

Jun 30, 26

+7.41K

0.04%

CALIBER WEALTH MANAGEMENT, LLC / KS

68.28K

Jun 30, 26

+2.04K

0.04%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

67.64K

Jun 30, 26

+23

0.04%

Estate Counselors, LLC

66.48K

Jun 30, 26

-1.49K

0.04%

Simplicity Wealth,LLC

66.24K

Jun 30, 26

+2.54K

0.04%

Oak Wealth Advisors LLC

64.51K

Jun 30, 26

+1.03K

0.04%

CURIO WEALTH, LLC

63.45K

Jun 30, 26

+2.65K

0.04%

CARDIFF PARK ADVISORS, LLC

63.20K

Jun 30, 26

+4.14K

0.03%

Empire Financial Management Company, LLC

62.83K

Jun 30, 26

+2.38K

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

62.33K

Jun 30, 26

+2.91K

0.03%

Trilogy Capital Inc.

62.15K

Jun 30, 26

-850

0.03%

Ballentine Capital Advisors, Inc

60.99K

Jun 30, 26

-2.87K

0.03%

SEGALL BRYANT & HAMILL, LLC

60.86K

Jun 30, 26

-5.66K

0.03%

Kerntke Otto McGlone Wealth Management Group

60.78K

Jun 30, 26

+6.15K

0.03%

Community Bank, N.A.

60.21K

Jun 30, 26

-3

0.03%

Avant Financial Advisors LLC

60.14K

Jun 30, 26

+1.40K

0.03%

EverSource Wealth Advisors, LLC

59.64K

Jun 30, 26

+4.25K

0.03%

Allworth Financial LP

59.48K

Jun 30, 26

-3.57K

0.03%

PCG Wealth Advisors, LLC

59.10K

Jun 30, 26

-4.80K

0.03%

Greenspring Advisors, LLC

58.44K

Jun 30, 26

-1.02K

0.03%

Golden Bell Financial Planning LLC

57.97K

Jun 30, 26

-1.83K

0.03%

Davidson Kahn Capital Management, LLC

57.50K

Jun 30, 26

+9.31K

0.03%

Quantinno Capital Management LP

57.10K

Jun 30, 26

+12.55K

0.03%

Chicago Partners Investment Group LLC

56.68K

Jun 30, 26

+1.07K

0.03%

SageView Advisory Group, LLC

56.25K

Jun 30, 26

+51.10K

0.03%

VICTORY FINANCIAL GROUP, LLC

55.97K

Jun 30, 26

+2.24K

0.03%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

55.36K

Jun 30, 26

+443

0.03%

Leibman Financial Services, Inc.

54.66K

Jun 30, 26

+1.13K

0.03%

Prospera Financial Services Inc

53.70K

Jun 30, 26

+12.96K

0.03%

Towerpoint Wealth, LLC

53.62K

Jun 30, 26

+31.59K

0.03%

Parkwoods Wealth Partners, LLC

53.10K

Jun 30, 26

+29.04K

0.03%

Cascade Financial Partners, LLC

52.96K

Jun 30, 26

+6.96K

0.03%

Wealthfront Advisers LLC

52.61K

Jun 30, 26

+8.64K

0.03%

Versant Capital Management, Inc

51.78K

Jun 30, 26

-278

0.03%

Stone Point Wealth LLC

51.72K

Jun 30, 26

-1.19K

0.03%

Summit Financial, LLC

51.56K

Jun 30, 26

-871

0.03%

KEYBANK NATIONAL ASSOCIATION/OH

50.51K

Jun 30, 26

+50.51K

0.03%

Alpha Omega Wealth Management LLC

50.33K

Jun 30, 26

+1.64K

0.03%

Cypress Point Wealth Management, LLC

49.91K

Jun 30, 26

-947

0.03%

Laurel Wealth Planning LLC

49.70K

Jun 30, 26

+956

0.03%

Systelligence, LLC

49.41K

Jun 30, 26

+11.05K

0.03%

Resources Investment Advisors, LLC.

48.26K

Jun 30, 26

+841

0.03%

Haven Private, LLC

47.09K

Jun 30, 26

+1.15K

0.03%

Tortoise Investment Management, LLC

46.83K

Jun 30, 26

-543

0.03%

Stegent Equity Advisors, Inc.

46.20K

Jun 30, 26

-696

0.03%

Advisory Services Network, LLC

46.00K

Jun 30, 26

+1.92K

0.03%

CreativeOne Wealth, LLC

44.99K

Jun 30, 26

+5.80K

0.02%

Concurrent Investment Advisors, LLC

44.88K

Jun 30, 26

+2.27K

0.02%

Federation des caisses Desjardins du Quebec

44.15K

Jun 30, 26

-845

0.02%

Ariadne Wealth Management, LP

41.53K

Jun 30, 26

+382

0.02%

Cloud Capital Management, LLC

41.19K

Jun 30, 26

+3.58K

0.02%

Redhawk Wealth Advisors, Inc.

40.94K

Jun 30, 26

+7.11K

0.02%

Sigma Planning Corp

40.00K

Jun 30, 26

+21.31K

0.02%

Prospect Financial Group LLC

39.97K

Jun 30, 26

0.02%

Waterfront Wealth Inc.

39.61K

Jun 30, 26

+1.69K

0.02%

LEVEL FOUR ADVISORY SERVICES, LLC

39.58K

Jun 30, 26

+39.58K

0.02%

Stokes Family Office, LLC

38.34K

Jun 30, 26

-9.82K

0.02%

FOUNDERS FINANCIAL SECURITIES LLC

38.27K

Jun 30, 26

+10.66K

0.02%

Index Fund Advisors, Inc.

37.97K

Jun 30, 26

+541

0.02%

Legacy Wealth Management, LLC / MS

37.37K

Jun 30, 26

+5.95K

0.02%

WorthPointe, LLC

36.88K

Jun 30, 26

+3.78K

0.02%

AIRE ADVISORS, LLC

36.74K

Jun 30, 26

-2.21K

0.02%

Lauterbach Financial Advisors, LLC

35.89K

Jun 30, 26

+2.20K

0.02%

Accurate Wealth Management, LLC

35.77K

Jun 30, 26

+7.79K

0.02%

Savvy Advisors, Inc.

34.35K

Jun 30, 26

+5.88K

0.02%

JPMORGAN CHASE & CO

34.05K

Jun 30, 26

+4.62K

0.02%

AllGen Financial Advisors, Inc.

33.91K

Jun 30, 26

+2.14K

0.02%

BWM Planning, LLC

33.70K

Jun 30, 26

-168

0.02%

SHUFRO ROSE & CO LLC

33.34K

Jun 30, 26

-529

0.02%

AE Wealth Management LLC

33.27K

Jun 30, 26

+6.35K

0.02%

INSIGNEO ADVISORY SERVICES, LLC

33.19K

Jun 30, 26

+33.19K

0.02%

Capstone Wealth Management, LLC

33.09K

Jun 30, 26

+428

0.02%

Arcadia Wealth Management, Inc.

32.89K

Jun 30, 26

+437

0.02%

BAKER TILLY WEALTH MANAGEMENT, LLC

32.59K

Jun 30, 26

+2.12K

0.02%

Smartleaf Asset Management LLC

32.37K

Jun 30, 26

0.02%

CAPITAL PERFORMANCE ADVISORS LLP

31.82K

Jun 30, 26

-202

0.02%

Continuum Advisory, LLC

31.53K

Jun 30, 26

-4.63K

0.02%

PRINCIPAL SECURITIES, INC.

30.82K

Jun 30, 26

-5.26K

0.02%

RCS Financial Planning, LLC

29.88K

Jun 30, 26

-83

0.02%

COURIER CAPITAL LLC

29.86K

Jun 30, 26

+12

0.02%

Equita Financial Network, Inc.

29.18K

Jun 30, 26

+106

0.02%

FIFTH THIRD SECURITIES, INC.

28.40K

Jun 30, 26

+2.74K

0.02%

Tillman Hartley LLC

28.35K

Jun 30, 26

+1.66K

0.02%

CIBC WORLD MARKET INC.

28.27K

Jun 30, 26

+22.32K

0.02%

Seed Wealth Management, Inc.

27.88K

Jun 30, 26

+396

0.02%

McLean Asset Management Corp

27.65K

Jun 30, 26

-2.36K

0.02%

Envestnet Portfolio Solutions, Inc.

27.06K

Jun 30, 26

+5.12K

0.01%

Diversify Advisory Services, LLC

26.91K

Jun 30, 26

+26.91K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

26.91K

Jun 30, 26

+1.09K

0.01%

Forum Financial Management, LP

26.83K

Jun 30, 26

+49

0.01%

LexAurum Advisors, LLC

25.56K

Jun 30, 26

+739

0.01%

Bright Futures Wealth Management, LLC.

25.31K

Jun 30, 26

-7.25K

0.01%

Ancora Advisors, LLC

24.11K

Jun 30, 26

+13.94K

0.01%

Tanglewood Wealth Management, Inc.

23.88K

Jun 30, 26

+10.28K

0.01%

TRUIST FINANCIAL CORP

23.42K

Jun 30, 26

+21.15K

0.01%

Balboa Wealth Partners

23.06K

Jun 30, 26

+1.05K

0.01%

Holcombe Financial, Inc.

22.98K

Jun 30, 26

+659

0.01%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

22.94K

Jun 30, 26

+3.57K

0.01%

LAM GROUP, INC.

22.89K

Jun 30, 26

+2.10K

0.01%

Nuveen, LLC

22.70K

Jun 30, 26

+22.70K

0.01%

Navigoe, LLC

22.59K

Jun 30, 26

+542

0.01%

Insight Wealth Partners, LLC

22.55K

Jun 30, 26

+280

0.01%

CARY STREET PARTNERS FINANCIAL LLC

22.54K

Jun 30, 26

+22.54K

0.01%

IAG Wealth Partners, LLC

22.53K

Jun 30, 26

-137

0.01%

CoreCap Advisors, LLC

22.25K

Jun 30, 26

+2.55K

0.01%

PFC CAPITAL GROUP, INC.

21.51K

Jun 30, 26

+491

0.01%

Triton Wealth Management, PLLC

21.44K

Jun 30, 26

-2.49K

0.01%

Janney Montgomery Scott LLC

21.41K

Jun 30, 26

-3.45K

0.01%

Astra Wealth Partners LLC

21.31K

Jun 30, 26

-271

0.01%

SEEDS INVESTOR LLC

21.28K

Jun 30, 26

+1.98K

0.01%

Paragon Advisors, LLC

21.22K

Jun 30, 26

+1.98K

0.01%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

20.82K

Jun 30, 26

+6.51K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

20.81K

Jun 30, 26

+6.14K

0.01%

Gradient Capital Advisors, LLC

20.80K

Jun 30, 26

-693

0.01%

COLDSTREAM CAPITAL MANAGEMENT INC

20.66K

Jun 30, 26

-200

0.01%

Berkeley, Inc

20.27K

Jun 30, 26

+4.92K

0.01%

Passive Capital Management, LLC.

19.34K

Jun 30, 26

+73

0.01%

Arete Wealth Advisors, LLC

19.30K

Jun 30, 26

-480

0.01%

LRI Investments, LLC

19.03K

Jun 30, 26

0.01%

Breakwater Capital Group

18.91K

Jun 30, 26

+2.45K

0.01%

Total Clarity Wealth Management, Inc.

18.89K

Jun 30, 26

+6.55K

0.01%

PHILADELPHIA TRUST CO

18.89K

Jun 30, 26

-31

0.01%

TCG Advisory Services, LLC

18.28K

Jun 30, 26

+18.28K

0.01%

Newbridge Financial Services Group, Inc.

18.14K

Jun 30, 26

+18.14K

0.01%

IMG Wealth Management, Inc.

18.08K

Jun 30, 26

+2.49K

0.01%

Cornerstone Wealth Management, LLC

17.88K

Jun 30, 26

-1.57K

0.01%

Dogwood Wealth Management LLC

17.65K

Jun 30, 26

-544

0.01%

Steward Partners Investment Advisory, LLC

17.34K

Jun 30, 26

+6.22K

0.01%

Apollon Wealth Management, LLC

17.26K

Jun 30, 26

+17.26K

0.01%

NWAM LLC

17.18K

Jun 30, 26

+954

0.01%

Trademark Financial Management, LLC

17.14K

Jun 30, 26

+3.15K

0.01%

Northland Capital Management LLC

17.11K

Jun 30, 26

+913

0.01%

Clark Asset Management, LLC

16.97K

Jun 30, 26

-2.17K

0.01%

SC&H Financial Advisors, Inc.

16.80K

Jun 30, 26

-588

0.01%

Pacific Asset Management, LLC

16.74K

Jun 30, 26

+710

0.01%

Johnson Financial Group, LLC

16.48K

Jun 30, 26

+16.48K

0.01%

Wright Fund Management, LLC

16.36K

Jun 30, 26

-111.59K

0.01%

MIDDLETON & CO INC/MA

16.28K

Jun 30, 26

+5.30K

0.01%

Gibson Capital, LLC

16.16K

Jun 30, 26

-839

0.01%

VERUS WEALTH MANAGEMENT, LLC

16.16K

Jun 30, 26

+758

0.01%

Austin Wealth Management, LLC

16.09K

Jun 30, 26

+694

0.01%

Baker Ellis Asset Management LLC

15.93K

Jun 30, 26

+100

0.01%

Verdence Capital Advisors LLC

15.91K

Jun 30, 26

+209

0.01%

CAPTRUST FINANCIAL ADVISORS

15.51K

Jun 30, 26

-102

0.01%

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

15.37K

Jun 30, 26

-134

0.01%

Douglass Winthrop Advisors, LLC

15.30K

Jun 30, 26

+15.30K

0.01%

Maia Wealth LLC

15.29K

Jun 30, 26

+1.69K

0.01%

SEAVIEW INVESTMENT MANAGERS LLC

14.86K

Jun 30, 26

+1.27K

0.01%

CVA Family Office, LLC

14.77K

Jun 30, 26

-245

0.01%

Maridea Wealth Management LLC

14.63K

Jun 30, 26

+518

0.01%

TWO SIGMA SECURITIES, LLC

14.59K

Jun 30, 26

+14.59K

0.01%

TABLEAUX LLC

14.53K

Jun 30, 26

+2.76K

0.01%

Burk Holdings LLC

14.06K

Jun 30, 26

+2.20K

0.01%

Powerhouse Assets LLC

13.72K

Jun 30, 26

-80

0.01%

Brookstone Capital Management

13.65K

Jun 30, 26

+1.47K

0.01%

Independent Advisor Alliance

13.37K

Jun 30, 26

-1.51K

0.01%

Hardin Capital Partners, LLC

13.37K

Jun 30, 26

+489

0.01%

UMB Bank, n.a.

13.33K

Jun 30, 26

-1.20K

0.01%

Curtis Advisory Group, LLC

13.17K

Jun 30, 26

-94

0.01%

Sunpointe, LLC

13.16K

Jun 30, 26

0.01%

Ashton Thomas Private Wealth, LLC

13.11K

Jun 30, 26

+3.24K

0.01%

Certified Advisory Corp

13.02K

Jun 30, 26

-205

0.01%

Financial Engines Advisors L.L.C.

12.77K

Jun 30, 26

+130

0.01%

Integrated Wealth Concepts LLC

12.69K

Jun 30, 26

+3.70K

0.01%

FMB WEALTH MANAGEMENT

12.62K

Jun 30, 26

-238

0.01%

Rockefeller Capital Management L.P.

12.54K

Jun 30, 26

+606

0.01%

Wealthcare Advisory Partners LLC

12.50K

Jun 30, 26

+7.45K

0.01%

Abacus Planning Group, Inc.

12.49K

Jun 30, 26

+1.36K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

12.47K

Jun 30, 26

+12.47K

0.01%

MGO ONE SEVEN LLC

12.32K

Jun 30, 26

+1.50K

0.01%

FMR LLC

11.61K

Jun 30, 26

+368

0.01%

E&G Advisors, LP

11.50K

Jun 30, 26

+475

0.01%

MONETA GROUP INVESTMENT ADVISORS LLC

11.13K

Jun 30, 26

+5.16K

0.01%

PARSONS CAPITAL MANAGEMENT INC/RI

10.90K

Jun 30, 26

+10.90K

0.01%

Asset Dedication, LLC

10.84K

Jun 30, 26

-279

0.01%

Belpointe Asset Management LLC

10.80K

Jun 30, 26

-3.91K

0.01%

Joseph P. Lucia & Associates, LLC

10.61K

Jun 30, 26

-266

0.01%

Private Advisor Group, LLC

10.13K

Jun 30, 26

-10.36K

0.01%

BROWN ADVISORY INC

10.09K

Jun 30, 26

+451

0.01%

Level Financial Advisors, Inc.

10.03K

Jun 30, 26

+101

0.01%

Eldridge Investment Advisors, Inc.

10.00K

Jun 30, 26

+10.00K

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

9.75K

Jun 30, 26

-23

0.01%

Prosperity Consulting Group, LLC

9.73K

Jun 30, 26

0.01%

Liberty Capital Management, Inc.

9.49K

Jun 30, 26

+9.49K

0.01%

SouthState Corp

9.47K

Jun 30, 26

0.01%

MAI Capital Management

9.45K

Jun 30, 26

+4.66K

0.01%

FIFTH THIRD BANCORP

9.36K

Jun 30, 26

-191

0.01%

CENTRAL TRUST Co

9.19K

Jun 30, 26

-2.38K

0.01%

Pacific Sage Partners, LLC

9.01K

Jun 30, 26

+576

0.00%

NCM Capital Management, LLC

9.01K

Jun 30, 26

+926

0.00%

Nemes Rush Group LLC

8.90K

Jun 30, 26

+1.35K

0.00%

VisionPoint Advisory Group, LLC

8.85K

Jun 30, 26

+1.74K

0.00%

Fortis Capital Advisors, LLC

8.80K

Jun 30, 26

-2.85K

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

8.73K

Jun 30, 26

+8.73K

0.00%

Goldstein Advisors, LLC

8.71K

Jun 30, 26

+1.50K

0.00%

Capital Analysts, LLC

8.56K

Jun 30, 26

+112

0.00%

Integrity Wealth Solutions LLC

8.48K

Jun 30, 26

+2.36K

0.00%

Vestmark Advisory Solutions, Inc.

8.44K

Jun 30, 26

+2.99K

0.00%

United Advisor Group, LLC

8.44K

Jun 30, 26

+8.44K

0.00%

Canvas Wealth Advisors, LLC

8.43K

Jun 30, 26

+729

0.00%

Exchange Bank

8.38K

Jun 30, 26

+970

0.00%

Clark Capital Management Group, Inc.

8.37K

Jun 30, 26

-5.22K

0.00%

Kelman-Lazarov, Inc.

8.28K

Jun 30, 26

-390

0.00%

Caprock Group, LLC

8.24K

Jun 30, 26

-1.91K

0.00%

Selective Wealth Management, Inc.

8.19K

Jun 30, 26

-146

0.00%

DRIVE WEALTH MANAGEMENT, LLC

8.12K

Jun 30, 26

+301

0.00%

SELDON CAPITAL LP

8.00K

Jun 30, 26

0.00%

MERCER GLOBAL ADVISORS INC /ADV

7.99K

Jun 30, 26

+2.53K

0.00%

W.H. Cornerstone Investments Inc.

7.96K

Jun 30, 26

+2.89K

0.00%

Ifrah Financial Services, Inc.

7.93K

Jun 30, 26

0.00%

TUDOR INVESTMENT CORP ET AL

7.92K

Jun 30, 26

+7.92K

0.00%

SIMPLEX TRADING, LLC

7.71K

Jun 30, 26

+2.12K

0.00%

Visionary Wealth Advisors

7.70K

Jun 30, 26

-321

0.00%

CYPRESS FINANCIAL PLANNING LLC

7.70K

Jun 30, 26

+7.70K

0.00%

Signal Advisors Wealth, LLC

7.61K

Jun 30, 26

-50

0.00%

ENTREWEALTH, LLC

7.57K

Jun 30, 26

+716

0.00%

Bragg Financial Advisors, Inc

7.47K

Jun 30, 26

+767

0.00%

Ameritas Advisory Services, LLC

7.42K

Jun 30, 26

+7.42K

0.00%

HENGEHOLD CAPITAL MANAGEMENT LLC

7.15K

Jun 30, 26

+7.15K

0.00%

RENAISSANCE TECHNOLOGIES LLC

7.12K

Jun 30, 26

+7.12K

0.00%

ENDEAVOR PRIVATE WEALTH, INC.

7.07K

Jun 30, 26

+859

0.00%

AMERIPRISE FINANCIAL INC

7.02K

Jun 30, 26

+1.07K

0.00%

Ruedi Wealth Management, Inc.

6.91K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

6.90K

Jun 30, 26

+1.88K

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

6.85K

Jun 30, 26

-2.35K

0.00%

BRIGHTON JONES LLC

6.67K

Jun 30, 26

+439

0.00%

Tranquilli Financial Advisor LLC

6.62K

Jun 30, 26

+2.11K

0.00%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

6.57K

Jun 30, 26

+19

0.00%

Cypress Wealth Services, LLC

6.55K

Jun 30, 26

+4.12K

0.00%

Haverford Financial Services, Inc.

6.30K

Jun 30, 26

0.00%

Tranquility Partners, LLC

6.25K

Jun 30, 26

+218

0.00%

PFG Advisors

6.20K

Jun 30, 26

+6.20K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.20K

Jun 30, 26

-383

0.00%

M Wealth Management, LLC

6.15K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

6.08K

Jun 30, 26

0.00%

JAMES INVESTMENT RESEARCH INC

6.04K

Jun 30, 26

+825

0.00%

Nova R Wealth, Inc.

5.86K

Jun 30, 26

+3.54K

0.00%

Modern Wealth Management, LLC

5.85K

Jun 30, 26

-169

0.00%

MCF Advisors LLC

5.67K

Jun 30, 26

-31

0.00%

Fisher Asset Management, LLC

5.61K

Jun 30, 26

+5.61K

0.00%

Bank of New York Mellon Corp

5.26K

Jun 30, 26

+923

0.00%

Global Retirement Partners, LLC

5.25K

Jun 30, 26

+5.25K

0.00%

Seaside Wealth Management, Inc.

5.24K

Jun 30, 26

-234

0.00%

RITHOLTZ WEALTH MANAGEMENT

5.22K

Jun 30, 26

-229

0.00%

GUYASUTA INVESTMENT ADVISORS INC

5.20K

Jun 30, 26

0.00%

Lutz Financial Services LLC

5.17K

Jun 30, 26

+50

0.00%

TBH Global Asset Management, LLC

5.03K

Jun 30, 26

-3.20K

0.00%

Palisade Asset Management, LLC

4.84K

Jun 30, 26

0.00%

SFM, LLC

4.71K

Jun 30, 26

+4.71K

0.00%

Rockwood Wealth Management, LLC

4.68K

Jun 30, 26

0.00%

Empirical Finance, LLC

4.65K

Jun 30, 26

0.00%

Echo Wealth Management, LLC

4.51K

Jun 30, 26

+1.65K

0.00%

Stonebridge Financial Group, LLC

4.48K

Jun 30, 26

+104

0.00%

HARBOR INVESTMENT ADVISORY, LLC

4.46K

Jun 30, 26

+330

0.00%

Narus Financial Partners, LLC

4.39K

Jun 30, 26

+4.39K

0.00%

Dougherty Wealth Advisers LLC

4.39K

Jun 30, 26

0.00%

SNS Financial Group, LLC

4.36K

Jun 30, 26

+4.36K

0.00%

Intelligent Financial Strategies

4.28K

Jun 30, 26

0.00%

Colonial River Wealth Management, LLC

4.25K

Jun 30, 26

-341

0.00%

FIRST TRUST ADVISORS LP

4.08K

Jun 30, 26

+776

0.00%

Root Financial Partners, LLC

4.08K

Jun 30, 26

-3.16K

0.00%

Destination Wealth Management

4.08K

Jun 30, 26

0.00%

Atlas Wealth LLC

4.01K

Jun 30, 26

0.00%

Summit Financial Wealth Advisors, LLC

4.00K

Jun 30, 26

0.00%

Valmark Advisers, Inc.

3.95K

Jun 30, 26

0.00%

Parallel Advisors, LLC

3.94K

Jun 30, 26

+612

0.00%

LIBERTY WEALTH MANAGEMENT LLC

3.85K

Jun 30, 26

0.00%

Allodium Investment Consultants, LLC

3.82K

Jun 30, 26

0.00%

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

3.80K

Jun 30, 26

+302

0.00%

Inspire Advisors, LLC

3.77K

Jun 30, 26

+244

0.00%

AssuredPartners Investment Advisors, LLC

3.72K

Jun 30, 26

+3.72K

0.00%

J.W. COLE ADVISORS, INC.

3.67K

Jun 30, 26

+1.29K

0.00%

Solidarity Wealth, LLC

3.65K

Jun 30, 26

+3.65K

0.00%

Life Planning Partners, Inc

3.60K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

3.58K

Jun 30, 26

+114

0.00%

Financial Architects, LLC

3.54K

Jun 30, 26

+30

0.00%

Financial Symmetry Inc

3.51K

Jun 30, 26

-43

0.00%

Jacobi Capital Management LLC

3.51K

Jun 30, 26

+10

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

3.46K

Jun 30, 26

+3.46K

0.00%

Lodestone Wealth Management LLC

3.37K

Jun 30, 26

-1.09K

0.00%

Well Done, LLC

3.35K

Jun 30, 26

+3.35K

0.00%

GDS Wealth Management

3.34K

Jun 30, 26

0.00%

Facet Wealth, Inc.

3.34K

Jun 30, 26

+3.34K

0.00%

Klaas Financial Asset Advisors, LLC

3.33K

Jun 30, 26

-4.86K

0.00%

XTX Topco Ltd

3.26K

Jun 30, 26

+3.26K

0.00%

Mutual Advisors, LLC

3.21K

Jun 30, 26

-652

0.00%

CUSTOM INDEX SYSTEMS, LLC

3.14K

Jun 30, 26

+379

0.00%

Baird Financial Group, Inc.

3.14K

Jun 30, 26

+412

0.00%

Keel Point, LLC

3.11K

Jun 30, 26

0.00%

JDH Wealth Management, LLC

3.09K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

3.08K

Jun 30, 26

-644

0.00%

SAGE RHINO CAPITAL LLC

3.08K

Jun 30, 26

+14

0.00%

Robertson Stephens Wealth Management, LLC

3.08K

Jun 30, 26

-13

0.00%

Leading Edge Financial Planning LLC

3.07K

Jun 30, 26

0.00%

FIRST NATIONAL BANK OF OMAHA

3.06K

Jun 30, 26

0.00%

Caerus Investment Advisors, LLC

3.02K

Jun 30, 26

0.00%

Avidian Wealth Solutions, LLC

3.00K

Jun 30, 26

+76

0.00%

SRS Capital Advisors, Inc.

3.00K

Jun 30, 26

+2.29K

0.00%

Truepoint, Inc.

2.98K

Jun 30, 26

-63.77K

0.00%

Riverbend Wealth Management, LLC

2.97K

Jun 30, 26

+95

0.00%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

2.96K

Jun 30, 26

-533

0.00%

Element Wealth, LLC

2.96K

Jun 30, 26

+419

0.00%

Fortune Financial Advisors, LLC

2.92K

Jun 30, 26

+2.92K

0.00%

Synergy Investment Management, LLC

2.91K

Jun 30, 26

-370

0.00%

Clearstead Advisors, LLC

2.86K

Jun 30, 26

-638

0.00%

TruNorth Capital Management, LLC

2.81K

Jun 30, 26

0.00%

Dorsey & Whitney Trust CO LLC

2.81K

Jun 30, 26

+81

0.00%

Capital Group Private Client Services, Inc.

2.77K

Jun 30, 26

+36

0.00%

Confluence Wealth Services, Inc.

2.75K

Jun 30, 26

+2.75K

0.00%

RVW Wealth, LLC

2.72K

Jun 30, 26

-97

0.00%

Safeguard Investment Advisory Group, LLC

2.67K

Jun 30, 26

+2.67K

0.00%

Mesirow Financial Investment Management, Inc.

2.66K

Jun 30, 26

0.00%

Koshinski Asset Management, Inc.

2.64K

Jun 30, 26

+234

0.00%

Freedom Day Solutions, LLC

2.60K

Jun 30, 26

+2.60K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

2.56K

Jun 30, 26

+2.56K

0.00%

Stratos Wealth Partners, LTD.

2.55K

Jun 30, 26

+2.55K

0.00%

OKABENA INVESTMENT SERVICES INC

2.52K

Jun 30, 26

0.00%

Csenge Advisory Group

2.51K

Jun 30, 26

+84

0.00%

Baldwin Investment Management, LLC

2.50K

Jun 30, 26

+2.50K

0.00%

ROMAN BUTLER FULLERTON & CO

2.48K

Jun 30, 26

+46

0.00%

CWA Asset Management Group, LLC

2.47K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

2.43K

Jun 30, 26

+2.43K

0.00%

Mayflower Financial Advisors, LLC

2.42K

Jun 30, 26

+2.42K

0.00%

Belvedere Trading LLC

2.41K

Jun 30, 26

+2.41K

0.00%

Foundations Investment Advisors, LLC

2.41K

Jun 30, 26

+89

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

2.40K

Jun 30, 26

-5.56K

0.00%

Meritas Wealth Management, LLC

2.35K

Jun 30, 26

+33

0.00%

Fortis Capital Management LLC

2.27K

Jun 30, 26

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

2.26K

Jun 30, 26

+148

0.00%

SAPIENT CAPITAL LLC

2.24K

Jun 30, 26

+2.24K

0.00%

Trellis Wealth Advisors LLC

2.21K

Jun 30, 26

+27

0.00%

Shotwell Rutter Baer Inc

2.20K

Jun 30, 26

-50

0.00%

ANGELES WEALTH MANAGEMENT, LLC

2.19K

Jun 30, 26

+1.25K

0.00%

ROCKY MOUNTAIN ADVISERS, LLC

2.17K

Jun 30, 26

0.00%

B. Riley Wealth Advisors, Inc.

2.15K

Jun 30, 26

-43

0.00%

Global Wealth Management, LLC

2.14K

Jun 30, 26

+2.14K

0.00%

Heron Bay Capital Management

2.10K

Jun 30, 26

+21

0.00%

Bison Wealth, LLC

2.09K

Jun 30, 26

+37

0.00%

Accel Wealth Management

2.08K

Jun 30, 26

0.00%

Worth Asset Management, LLC

2.01K

Jun 30, 26

+2.01K

0.00%

Quadcap Wealth Management, LLC

2.01K

Jun 30, 26

+2.01K

0.00%

NICOLET BANKSHARES INC

2.00K

Jun 30, 26

0.00%

Vawter Financial, Ltd.

2.00K

Jun 30, 26

+2.00K

0.00%

Wills Financial Group LLC

2.00K

Jun 30, 26

+2.00K

0.00%

Tyche Wealth Partners LLC

1.96K

Jun 30, 26

+1.96K

0.00%

Ritter Daniher Financial Advisory LLC / DE

1.81K

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

1.67K

Jun 30, 26

+150

0.00%

Western Pacific Wealth Management, LP

1.65K

Jun 30, 26

0.00%

Bank of New Hampshire

1.58K

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

1.50K

Jun 30, 26

-12

0.00%

Trust Co

1.38K

Jun 30, 26

+100

0.00%

Physician Wealth Advisors, Inc.

1.37K

Jun 30, 26

+1.37K

0.00%

Aptus Capital Advisors, LLC

1.19K

Jun 30, 26

-16

0.00%

IFP Advisors, Inc

1.07K

Jun 30, 26

+167

0.00%

US BANCORP \DE\

1.03K

Jun 30, 26

-48

0.00%

Lloyd Advisory Services, LLC.

1.01K

Jun 30, 26

+733

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

981

Jun 30, 26

0.00%

Arlington Trust Co LLC

980

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

932

Jun 30, 26

0.00%

Salomon & Ludwin, LLC

931

Jun 30, 26

-49

0.00%

HUNTINGTON NATIONAL BANK

869

Jun 30, 26

+603

0.00%

Smallwood Wealth Investment Management, LLC

856

Jun 30, 26

0.00%

CX Institutional

811

Jun 30, 26

+811

0.00%

VALLEY NATIONAL ADVISERS INC

781

Jun 30, 26

0.00%

Operose Advisors LLC

766

Jun 30, 26

-883

0.00%

EXCEL SECURITIES & ASSOCIATES, INC.

655

Jun 30, 26

+655

0.00%

FIDUCIARY ADVISORS, INC.

558

Jun 30, 26

-22

0.00%

Glassman Wealth Services

521

Jun 30, 26

0.00%

ALERUS FINANCIAL NA

520

Jun 30, 26

0.00%

Johnson Financial Group, Inc.

463

Jun 30, 26

0.00%

Corsicana & Co.

462

Jun 30, 26

0.00%

ROGCO, LP

422

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

415

Jun 30, 26

+18

0.00%

FRANKLIN RESOURCES INC

413

Jun 30, 26

+413

0.00%

HANTZ FINANCIAL SERVICES, INC.

405

Jun 30, 26

+294

0.00%

Barnes Dennig Private Wealth Management LLC

369

Jun 30, 26

+188

0.00%

Crewe Advisors LLC

360

Jun 30, 26

0.00%

IFG Advisory, LLC

358

Jun 30, 26

+358

0.00%

TD Capital Management LLC

353

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

350

Jun 30, 26

-21

0.00%

Point Nemo Capital, LLC

348

Jun 30, 26

+348

0.00%

MATHER GROUP, LLC.

341

Jun 30, 26

+233

0.00%

Key FInancial Inc

332

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

312

Jun 30, 26

-70

0.00%

SWAN Capital LLC

309

Jun 30, 26

0.00%

ISLAY CAPITAL MANAGEMENT, LLC

300

Jun 30, 26

0.00%

COUNTRY TRUST BANK

284

Jun 30, 26

+284

0.00%

FAS Wealth Partners, Inc.

250

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

241

Jun 30, 26

+241

0.00%

Oakworth Capital, Inc.

235

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

233

Jun 30, 26

-48

0.00%

EVOLUTION WEALTH MANAGEMENT INC.

224

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

205

Jun 30, 26

+205

0.00%

SALEM INVESTMENT COUNSELORS INC

187

Jun 30, 26

0.00%

Piscataqua Savings Bank

186

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

184

Jun 30, 26

0.00%

Hurley Capital, LLC

161

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

154

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

154

Jun 30, 26

0.00%

Abound Wealth Management

151

Jun 30, 26

+107

0.00%

Capital Investment Advisory Services, LLC

151

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

148

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

148

Jun 30, 26

-26

0.00%

Mosley Wealth Management

143

Jun 30, 26

+143

0.00%

PRIVATE TRUST CO NA

133

Jun 30, 26

0.00%

Coston, McIsaac & Partners

132

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

105

Jun 30, 26

+105

0.00%

Bogart Wealth, LLC

104

Jun 30, 26

0.00%

Gleason Group, Inc.

103

Jun 30, 26

+103

0.00%

TRUST CO OF VERMONT

102

Jun 30, 26

+102

0.00%

GAMMA Investing LLC

100

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+88

0.00%

Carolina Wealth Advisors, LLC

Jun 30, 26

+78

0.00%

AMERIFLEX GROUP, INC.

Jun 30, 26

0.00%

True Wealth Design, LLC

Jun 30, 26

+63

0.00%

Rossby Financial, LCC

Jun 30, 26

+55

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

Roxbury Financial LLC

Jun 30, 26

+48

0.00%

Atlantic Union Bankshares Corp

Jun 30, 26

+46

0.00%

Creative Capital Management Investments LLC

Jun 30, 26

-164

0.00%

BFSG, LLC

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

Jun 30, 26

0.00%

Dunhill Financial, LLC

Jun 30, 26

0.00%

Elevated Capital Advisors, LLC

Jun 30, 26

+21

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

S&T BANK/PA

Jun 30, 26

-14

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

+14

0.00%

DELTA ASSET MANAGEMENT LLC/TN

Jun 30, 26

0.00%

Addison Advisors LLC

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

TSFG, LLC

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-411

0.00%

Signature Resources Capital Management, LLC

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

-9

0.00%

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-100

Catalytic Wealth RIA, LLC

Jun 30, 26

-13.64K

WOLFF WIESE MAGANA LLC

Jun 30, 26

-23

Atria Investments, Inc

Jun 30, 26

-3.04K

D. E. Shaw & Co., Inc.

Jun 30, 26

-6.86K

QRG CAPITAL MANAGEMENT, INC.

Jun 30, 26

-2.19K

Sound Income Strategies, LLC

Jun 30, 26

-436

Vise Technologies, Inc.

Jun 30, 26

-8.28K

BESSEMER GROUP INC

Jun 30, 26

-221

EVOKE WEALTH, LLC

Jun 30, 26

-2.67K

Clarity Wealth Development LLC

Jun 30, 26

-6.90K

Destiny Wealth Partners, LLC

Jun 30, 26

-907

Angeles Investment Advisors, LLC

Jun 30, 26

-295.05K

WealthShield Partners, LLC

Jun 30, 26

-41.23K

Baer Investment Advisory LLC

Jun 30, 26

-53.73K

IHT Wealth Management, LLC

Jun 30, 26

-2.19K

CAP Partners, LLC

Jun 30, 26

-9.32K

Team Financial Group, LLC

Jun 30, 26

-125

Western Wealth Management, LLC

Jun 30, 26

-540

Clayton Financial Group LLC

Jun 30, 26

-605

Strategic Financial Planning, Inc.

Jun 30, 26

-481.15K

FFG Partners, LLC

Jun 30, 26

-92.64K

Ronald Blue Trust, Inc.

Jun 30, 26

-3.58K

ALBION FINANCIAL GROUP /UT

Jun 30, 26

-429

DBK Financial Counsel, LLC

Jun 30, 26

-4.45K

Longview Financial Advisors, Inc.

Jun 30, 26

-804

STEVENS CAPITAL PARTNERS

Jun 30, 26

-4.32K

GTS SECURITIES LLC

Jun 30, 26

-2.06K

Clarity Asset Management, Inc.

Jun 30, 26

-1.21K

Pure Financial Advisors, LLC

1.65M

Mar 31, 26

-64.17K

0.91%

BANK OF AMERICA CORP /DE/

800.21K

Mar 31, 26

+492.65K

0.44%

Empowered Funds, LLC

543.28K

Mar 31, 26

-30.18K

0.30%

CWM, LLC

162.34K

Mar 31, 26

+3.42K

0.09%

Efficient Advisors, LLC

110.14K

Mar 31, 26

-89.26K

0.06%

Betterment LLC

89.15K

Mar 31, 26

-2.50K

0.05%

SIGNET FINANCIAL MANAGEMENT, LLC

52.35K

Mar 31, 26

+159

0.03%

Beacon Pointe Advisors, LLC

47.18K

Mar 31, 26

+4.96K

0.03%

Capasso Planning Partners LLC

31.50K

Mar 31, 26

+946

0.02%

Evanson Asset Management, LLC

27.68K

Mar 31, 26

+8.09K

0.02%

Orion Capital Management LLC

25.31K

Mar 31, 26

+2.79K

0.01%

Vivaldi Capital Management LP

18.77K

Mar 31, 26

-754

0.01%

True Vision MN LLC

17.46K

Mar 31, 26

-1.13K

0.01%

VectorGlobal IAG, Inc.

15.03K

Mar 31, 26

+15.03K

0.01%

Equitable Holdings, Inc.

10.07K

Mar 31, 26

+2.94K

0.01%

Prosperitas Financial LLC

7.72K

Mar 31, 26

+249

0.00%

Camarda Financial Advisors, LLC

7.54K

Mar 31, 26

-378

0.00%

Skopos Labs, Inc.

7.14K

Mar 31, 26

+4.97K

0.00%

Parkside Financial Bank & Trust

4.88K

Mar 31, 26

-333

0.00%

Empirical Finance, LLC

4.65K

Mar 31, 26

-1.99K

0.00%

Cherry Tree Wealth Management, LLC

3.96K

Mar 31, 26

+152

0.00%

Kingsview Wealth Management, LLC

3.37K

Mar 31, 26

-1.20K

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%

Sunbelt Securities, Inc.

1.53K

Mar 31, 26

+1.11K

0.00%

Anchor Investment Management, LLC

1.13K

Mar 31, 26

0.00%

JDM Financial Group LLC

431

Mar 31, 26

0.00%

Anfield Capital Management, LLC

Mar 31, 26

+14

0.00%

McIlrath & Eck, LLC

Mar 31, 26

-822

Divergent Planning, LLC

529.89K

Dec 31, 25

-2.12K

0.29%

Schulz Wealth, LTD.

84.50K

Dec 31, 25

+2.03K

0.05%

COMERICA BANK

8.61K

Dec 31, 25

+526

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

0.07%

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%

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

1.43%

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%