Dimensional - Emerging Core Equity Market ETF(DFAE)

$40.57—Stale · unknown old

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Dimensional - Emerging Core Equity Market ETF(DFAE)

NYSE • Last print unknown ago

$40.57—Stale · unknown old

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DFAE(DFAE)

DFAE

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Holder

Date

Change

% Held

Retirement Systems of Alabama

12.67M

Jun 30, 26

4.98%

MATHER GROUP, LLC.

12.47M

Jun 30, 26

+385.82K

4.90%

FMR LLC

9.66M

Jun 30, 26

-180.40K

3.80%

BANK OF AMERICA CORP /DE/

7.99M

Jun 30, 26

+1.19M

3.14%

UBS Group AG

6.96M

Jun 30, 26

+199.80K

2.74%

Mariner, LLC

4.36M

Jun 30, 26

+101.24K

1.71%

Foster Group, Inc.

3.57M

Jun 30, 26

-225.91K

1.40%

Root Financial Partners, LLC

3.08M

Jun 30, 26

-149.29K

1.21%

Vise Technologies, Inc.

2.97M

Jun 30, 26

+294.58K

1.17%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.80M

Jun 30, 26

+122.17K

1.10%

MAI Capital Management

2.59M

Jun 30, 26

+2.19M

1.02%

Cerity Partners LLC

2.55M

Jun 30, 26

+236.15K

1.00%

WASHINGTON TRUST BANK

2.52M

Jun 30, 26

-91.92K

0.99%

HighTower Advisors, LLC

2.47M

Jun 30, 26

+400.47K

0.97%

TCI Wealth Advisors, Inc.

2.44M

Jun 30, 26

+380.42K

0.96%

Wealthspire Advisors, LLC

2.37M

Jun 30, 26

-62.38K

0.93%

ROYAL BANK OF CANADA

2.33M

Jun 30, 26

+402.97K

0.91%

McKinley Carter Wealth Services, Inc.

2.30M

Jun 30, 26

+120.58K

0.90%

Annex Advisory Services, LLC

2.27M

Jun 30, 26

+168.26K

0.89%

Cetera Investment Advisers

2.24M

Jun 30, 26

-114.94K

0.88%

Colony Group, LLC

2.17M

Jun 30, 26

+17.09K

0.85%

COLDSTREAM CAPITAL MANAGEMENT INC

2.12M

Jun 30, 26

-2.19M

0.83%

True Link Financial Advisors, LLC

1.85M

Jun 30, 26

+32.91K

0.73%

ENVESTNET ASSET MANAGEMENT INC

1.67M

Jun 30, 26

+200.43K

0.66%

CI Private Wealth, LLC

1.59M

Jun 30, 26

-55.73K

0.63%

Millburn Ridgefield Corp

1.57M

Jun 30, 26

-138.54K

0.62%

Catalyst Capital Advisors LLC

1.57M

Jun 30, 26

-138.54K

0.62%

MASECO LLP

1.44M

Jun 30, 26

+41.74K

0.57%

MERCER GLOBAL ADVISORS INC /ADV

1.43M

Jun 30, 26

+83.00K

0.56%

Creative Planning

1.41M

Jun 30, 26

-33.19K

0.55%

FOUNDERS FINANCIAL SECURITIES LLC

1.38M

Jun 30, 26

-20.84K

0.54%

Horizon Investments, LLC

1.37M

Jun 30, 26

-1.41M

0.54%

RAM Investment Partners, LLC

1.33M

Jun 30, 26

+3.98K

0.52%

Buckingham Strategic Partners

1.30M

Jun 30, 26

+68.10K

0.51%

Petersen Hastings Wealth Advisors Inc.

1.22M

Jun 30, 26

-65.53K

0.48%

ASSETMARK, INC

1.17M

Jun 30, 26

+1.17M

0.46%

LPL Financial LLC

1.14M

Jun 30, 26

-10.20K

0.45%

Aquire Wealth Advisors, LLC

1.13M

Jun 30, 26

+40.92K

0.45%

Klaas Financial Asset Advisors, LLC

1.11M

Jun 30, 26

+37.13K

0.44%

Great Point Wealth Advisors, LLC

1.08M

Jun 30, 26

+6.45K

0.42%

Resources Investment Advisors, LLC.

1.06M

Jun 30, 26

+5.93K

0.41%

PARK AVENUE SECURITIES LLC

1.01M

Jun 30, 26

+68.11K

0.40%

Savant Capital, LLC

1.01M

Jun 30, 26

+777.15K

0.40%

West Financial Advisors, LLC

986.97K

Jun 30, 26

+124.78K

0.39%

Ledyard National Bank

973.04K

Jun 30, 26

-27.21K

0.38%

FACTORY MUTUAL INSURANCE CO

924.70K

Jun 30, 26

-2.16M

0.36%

RVW Wealth, LLC

892.30K

Jun 30, 26

+33.74K

0.35%

COMMONWEALTH EQUITY SERVICES, LLC

838.86K

Jun 30, 26

+32.23K

0.33%

Perigon Wealth Management, LLC

837.66K

Jun 30, 26

+20.60K

0.33%

WPWealth LLP

824.72K

Jun 30, 26

-48.69K

0.32%

Prime Capital Investment Advisors, LLC

817.04K

Jun 30, 26

-33.71K

0.32%

FIDUCIARY FINANCIAL GROUP, LLC

808.88K

Jun 30, 26

+43.08K

0.32%

Bedel Financial Consulting, Inc.

801.56K

Jun 30, 26

+27.56K

0.32%

MISSION WEALTH MANAGEMENT, LP

776.29K

Jun 30, 26

+62.02K

0.31%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

773.89K

Jun 30, 26

+10.38K

0.30%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

745.04K

Jun 30, 26

-24.84K

0.29%

Morling Financial Advisors, LLC

736.80K

Jun 30, 26

-32.47K

0.29%

Financial Management Professionals, Inc.

732.89K

Jun 30, 26

+732.89K

0.29%

Wealth Management Nebraska

702.37K

Jun 30, 26

+26.73K

0.28%

BRIGHTON JONES LLC

698.56K

Jun 30, 26

+25.87K

0.27%

Annandale Capital, LLC

697.28K

Jun 30, 26

-19.74K

0.27%

Diversified Portfolios, Inc.

696.66K

Jun 30, 26

-3.25K

0.27%

Marquette Asset Management, LLC

695.55K

Jun 30, 26

-1.73K

0.27%

JFS WEALTH ADVISORS, LLC

692.70K

Jun 30, 26

+20.97K

0.27%

Clearstead Advisors, LLC

686.31K

Jun 30, 26

+6.57K

0.27%

CPA Asset Management LLC

675.58K

Jun 30, 26

-8.36K

0.27%

Pioneer Wealth Management Group

671.54K

Jun 30, 26

+8.85K

0.26%

Stadion Money Management, LLC

661.42K

Jun 30, 26

-91.09K

0.26%

RAYMOND JAMES FINANCIAL INC

659.60K

Jun 30, 26

+57.64K

0.26%

EVERGREEN CAPITAL MANAGEMENT LLC

656.71K

Jun 30, 26

+83.74K

0.26%

Everhart Financial Group, Inc.

656.46K

Jun 30, 26

+65.58K

0.26%

BlueSky Wealth Advisors, LLC

651.22K

Jun 30, 26

+58.86K

0.26%

GRIMES & COMPANY, INC.

644.55K

Jun 30, 26

+47.19K

0.25%

Beacon Pointe Advisors, LLC

644.49K

Jun 30, 26

+27.82K

0.25%

Physician Wealth Advisors, Inc.

640.77K

Jun 30, 26

-138.49K

0.25%

Arista Wealth Management, LLC

638.18K

Jun 30, 26

+22.10K

0.25%

MCF Advisors LLC

636.72K

Jun 30, 26

-8.71K

0.25%

Pallas Capital Advisors LLC

623.86K

Jun 30, 26

+39.01K

0.25%

Berger Financial Group, Inc

623.44K

Jun 30, 26

+48.65K

0.25%

Creative Capital Management Investments LLC

623.43K

Jun 30, 26

+30.54K

0.25%

Apella Capital, LLC

608.04K

Jun 30, 26

-2.11K

0.24%

MONETA GROUP INVESTMENT ADVISORS LLC

606.99K

Jun 30, 26

-20.09K

0.24%

Modera Wealth Management, LLC

601.46K

Jun 30, 26

-4.69K

0.24%

Colony Family Offices, LLC

595.81K

Jun 30, 26

-12.64K

0.23%

JPMORGAN CHASE & CO

593.60K

Jun 30, 26

-12.76K

0.23%

Moisand Fitzgerald Tamayo, LLC

590.14K

Jun 30, 26

+2.36K

0.23%

Index Fund Advisors, Inc.

580.57K

Jun 30, 26

+13.45K

0.23%

Wealth Dimensions Group, Ltd.

573.50K

Jun 30, 26

+11.09K

0.23%

Confluence Wealth Services, Inc.

566.08K

Jun 30, 26

+99.22K

0.22%

Austin Wealth Management, LLC

551.25K

Jun 30, 26

+8.44K

0.22%

ECLECTIC ASSOCIATES INC /ADV

519.83K

Jun 30, 26

-6.46K

0.20%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

509.61K

Jun 30, 26

-53.39K

0.20%

Atria Investments, Inc

504.58K

Jun 30, 26

+504.58K

0.20%

EP Wealth Advisors, LLC

500.33K

Jun 30, 26

+55

0.20%

BANK OF MONTREAL /CAN/

499.52K

Jun 30, 26

-29.90K

0.20%

Wescott Financial Advisory Group, LLC

496.98K

Jun 30, 26

+14.88K

0.20%

VOISARD ASSET MANAGEMENT GROUP, INC.

493.43K

Jun 30, 26

-4.53K

0.19%

Sterling Wealth Management, Inc.

483.89K

Jun 30, 26

-4.23K

0.19%

Eqis Capital Management, Inc.

478.13K

Jun 30, 26

-37.23K

0.19%

Chico Wealth RIA

466.60K

Jun 30, 26

+490

0.18%

COLLECTIVE FAMILY OFFICE LLC

462.75K

Jun 30, 26

+3.83K

0.18%

Sequoia Financial Advisors, LLC

451.82K

Jun 30, 26

-26.76K

0.18%

Envision Financial Planning, LLC

449.92K

Jun 30, 26

-14.75K

0.18%

First Bancorp, Inc /ME/

446.69K

Jun 30, 26

+2.09K

0.18%

Avondale Wealth Management

443.39K

Jun 30, 26

+25.51K

0.17%

SC&H Financial Advisors, Inc.

438.52K

Jun 30, 26

+17.25K

0.17%

CFS Investment Advisory Services, LLC

432.49K

Jun 30, 26

-2.10K

0.17%

Avantax Planning Partners, Inc.

426.47K

Jun 30, 26

-27.96K

0.17%

Dynamic Advisor Solutions LLC

419.44K

Jun 30, 26

-13.55K

0.16%

ADVISOR GROUP HOLDINGS, INC.

419.21K

Jun 30, 26

+109.52K

0.16%

Newman Dignan & Sheerar, Inc.

412.43K

Jun 30, 26

+2.86K

0.16%

MML INVESTORS SERVICES, LLC

406.85K

Jun 30, 26

+110.95K

0.16%

AWM CAPITAL, LLC

406.38K

Jun 30, 26

-8.50K

0.16%

TCP Asset Management, LLC

402.13K

Jun 30, 26

-16.53K

0.16%

Falcon Wealth Planning

401.19K

Jun 30, 26

-14.55K

0.16%

DiNuzzo Private Wealth, Inc.

399.16K

Jun 30, 26

-26.08K

0.16%

IMA Wealth, Inc.

398.31K

Jun 30, 26

+398.31K

0.16%

Keyes, Stange & Wooten Wealth Management, LLC

390.74K

Jun 30, 26

-10.41K

0.15%

Private Advisor Group, LLC

377.02K

Jun 30, 26

-121.22K

0.15%

Advisory Alpha, LLC

364.78K

Jun 30, 26

+22.75K

0.14%

BWM Planning, LLC

360.28K

Jun 30, 26

-5.30K

0.14%

Crusonia Wealth Advisors LLC

355.99K

Jun 30, 26

+20.58K

0.14%

Tortoise Investment Management, LLC

354.32K

Jun 30, 26

+2.98K

0.14%

Parkwoods Wealth Partners, LLC

349.95K

Jun 30, 26

+74.25K

0.14%

Cresset Asset Management, LLC

344.15K

Jun 30, 26

+354

0.14%

Prudent Man Investment Management, Inc.

341.94K

Jun 30, 26

-5.71K

0.13%

Guardian Wealth Management, LLC

341.04K

Jun 30, 26

-20.99K

0.13%

Forum Private Client Group LLC

340.86K

Jun 30, 26

+23.81K

0.13%

Vawter Financial, Ltd.

332.13K

Jun 30, 26

-6.21K

0.13%

Financial Alternatives, Inc

317.95K

Jun 30, 26

-1.20K

0.12%

ROCKLAND TRUST CO

309.70K

Jun 30, 26

-8.91K

0.12%

SAX WEALTH ADVISORS, LLC

302.39K

Jun 30, 26

+67.64K

0.12%

Highland Investment Advisors LLC

300.87K

Jun 30, 26

+300.87K

0.12%

STOLZ & ASSOCIATES, PS

300.73K

Jun 30, 26

+26.02K

0.12%

Disciplined Investments, LLC

299.70K

Jun 30, 26

+7.33K

0.12%

Betterment LLC

294.07K

Jun 30, 26

-11.61K

0.12%

Navigation Group, LLC

293.62K

Jun 30, 26

+1.68K

0.12%

AE Wealth Management LLC

290.80K

Jun 30, 26

+3.24K

0.11%

Allodium Investment Consultants, LLC

288.76K

Jun 30, 26

-17.29K

0.11%

Sentinus, LLC

288.46K

Jun 30, 26

-6.00K

0.11%

Koshinski Asset Management, Inc.

288.10K

Jun 30, 26

+48.83K

0.11%

Kure Advisory, LLC

280.41K

Jun 30, 26

+13.74K

0.11%

ENTREWEALTH, LLC

277.57K

Jun 30, 26

+10.78K

0.11%

PCA Investment Advisory Services Inc.

276.90K

Jun 30, 26

-7.85K

0.11%

Colorado Capital Management, Inc.

276.82K

Jun 30, 26

+8.08K

0.11%

Farther Finance Advisors, LLC

267.15K

Jun 30, 26

-38.22K

0.11%

Aptus Capital Advisors, LLC

266.90K

Jun 30, 26

+4.36K

0.10%

Kestra Advisory Services, LLC

263.55K

Jun 30, 26

+158.91K

0.10%

Amicus Financial Advisors, LLC

262.71K

Jun 30, 26

+5.03K

0.10%

Towneley Capital Management, Inc / DE

261.27K

Jun 30, 26

-12.72K

0.10%

Diversify Advisory Services, LLC

260.99K

Jun 30, 26

+260.99K

0.10%

DIVERSIFY WEALTH MANAGEMENT, LLC

260.99K

Jun 30, 26

-4.93K

0.10%

Spectrum Investment Advisors, Inc.

258.62K

Jun 30, 26

-34.59K

0.10%

Baird Financial Group, Inc.

258.59K

Jun 30, 26

+22.15K

0.10%

Beaird Harris Wealth Management, LLC

257.79K

Jun 30, 26

-9.54K

0.10%

Vermillion & White Wealth Management Group, LLC

254.56K

Jun 30, 26

-3.04K

0.10%

Sterling Wealth Advisors Inc

253.95K

Jun 30, 26

-390

0.10%

Parkshore Wealth Management, Inc.

251.96K

Jun 30, 26

+6.12K

0.10%

CLARIS ADVISORS, LLC / MO /

249.44K

Jun 30, 26

-6.31K

0.10%

Bridgewater Advisors Inc.

249.21K

Jun 30, 26

-186.97K

0.10%

DEMMING FINANCIAL SERVICES CORP /ADV

248.15K

Jun 30, 26

+4.87K

0.10%

Compass Financial Group, Inc.

244.22K

Jun 30, 26

-2.56K

0.10%

Quantum Financial Advisors, LLC

241.15K

Jun 30, 26

-6.48K

0.09%

SIMA Wealth Partners, LLC

239.65K

Jun 30, 26

+4.14K

0.09%

GEM Asset Management, LLC

239.27K

Jun 30, 26

+6.00K

0.09%

Integrated Wealth Concepts LLC

236.97K

Jun 30, 26

+63.48K

0.09%

Trinity Financial Advisors LLC

235.92K

Jun 30, 26

+8.00K

0.09%

Essential Planning, LLC.

232.43K

Jun 30, 26

-8.70K

0.09%

DecisionPoint Financial, LLC

232.43K

Jun 30, 26

-15.50K

0.09%

Plancorp, LLC

231.50K

Jun 30, 26

+106.00K

0.09%

Midwest Heritage Bank, FSB

229.09K

Jun 30, 26

+2.44K

0.09%

Wealthquest Corp

227.14K

Jun 30, 26

+1.14K

0.09%

FIDUCIARY FINANCIAL ADVISORS

227.03K

Jun 30, 26

+198.98K

0.09%

Discipline Wealth Solutions, LLC

226.89K

Jun 30, 26

-8.44K

0.09%

Graver Capital Management, LLC

226.75K

Jun 30, 26

-12.95K

0.09%

Archford Capital Strategies, LLC

223.90K

Jun 30, 26

+1.54K

0.09%

DWR WEALTH MANAGEMENT, LLC

222.87K

Jun 30, 26

+14.83K

0.09%

JACKSON THORNTON ASSET MANAGEMENT, LLC

222.15K

Jun 30, 26

-876

0.09%

Security Financial Services, INC.

219.90K

Jun 30, 26

-33.97K

0.09%

Jacobi Capital Management LLC

219.27K

Jun 30, 26

+12.71K

0.09%

DDFG, Inc

218.27K

Jun 30, 26

-110.29K

0.09%

Pathstone Holdings, LLC

217.04K

Jun 30, 26

+16.55K

0.09%

DeLarme Wealth Management, Inc.

215.49K

Jun 30, 26

-2.16K

0.08%

Great Waters Wealth Management

213.77K

Jun 30, 26

-22.76K

0.08%

Oceanside Advisors LLC

211.94K

Jun 30, 26

-3.93K

0.08%

CAPTRUST FINANCIAL ADVISORS

209.25K

Jun 30, 26

+1.40K

0.08%

SEVEN MILE ADVISORY

207.94K

Jun 30, 26

+8.43K

0.08%

IronBridge Private Wealth, LLC

207.48K

Jun 30, 26

+2.04K

0.08%

MBA Advisors LLC

203.87K

Jun 30, 26

+9.31K

0.08%

Waverly Advisors, LLC

202.32K

Jun 30, 26

+10.05K

0.08%

Heritage Wealth Management, Inc./Texas

198.79K

Jun 30, 26

-18.15K

0.08%

Shore Point Advisors, LLC

198.41K

Jun 30, 26

-6.55K

0.08%

SRS Capital Advisors, Inc.

197.28K

Jun 30, 26

-4.47K

0.08%

KEB ASSET MANAGEMENT, LLC

193.16K

Jun 30, 26

-9.12K

0.08%

Note Advisors, LLC

190.09K

Jun 30, 26

+4.53K

0.07%

Vermillion Wealth Management, Inc.

188.08K

Jun 30, 26

+4.89K

0.07%

Jacobsen Capital Management

185.19K

Jun 30, 26

+71.17K

0.07%

CVA Family Office, LLC

179.43K

Jun 30, 26

+72.29K

0.07%

PINNACLE ASSOCIATES LTD

179.16K

Jun 30, 26

-8.63K

0.07%

Pinnacle Wealth Management Advisory Group, LLC

179.16K

Jun 30, 26

-8.63K

0.07%

VANCE WEALTH, INC.

178.91K

Jun 30, 26

+35.34K

0.07%

Integrity Wealth Solutions LLC

177.73K

Jun 30, 26

-4.16K

0.07%

ArborFi Advisors, LLC

176.63K

Jun 30, 26

+9.57K

0.07%

Keebeck Wealth Management, LLC

176.60K

Jun 30, 26

-4.61K

0.07%

EverSource Wealth Advisors, LLC

171.98K

Jun 30, 26

+2.91K

0.07%

CURIO WEALTH, LLC

170.34K

Jun 30, 26

-4.13K

0.07%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

168.66K

Jun 30, 26

+1.56K

0.07%

Fort Henry Capital, LLC

168.41K

Jun 30, 26

-6.49K

0.07%

Elser Financial Planning, Inc

167.13K

Jun 30, 26

-3.16K

0.07%

Sageworth Trust Co

166.68K

Jun 30, 26

0.07%

LEGACY FINANCIAL GROUP, INC.

164.59K

Jun 30, 26

-23.82K

0.06%

PENOBSCOT WEALTH MANAGEMENT

164.44K

Jun 30, 26

+2.60K

0.06%

American Capital Advisory, LLC

164.22K

Jun 30, 26

+19.27K

0.06%

PFG Advisors

160.93K

Jun 30, 26

-881

0.06%

SUTTON PLACE INVESTORS LLC

155.43K

Jun 30, 26

-2.27K

0.06%

Strategic Wealth Advisors LLC

151.87K

Jun 30, 26

-22.44K

0.06%

Navigate Wealth Management, LLC

150.96K

Jun 30, 26

+18.74K

0.06%

North Capital, Inc.

150.94K

Jun 30, 26

+4.25K

0.06%

Thayer Financial, L.L.C.

150.67K

Jun 30, 26

-3.97K

0.06%

AA Financial Advisors, LLC

150.31K

Jun 30, 26

-6.40K

0.06%

Ledgewood Wealth Advisors, LLC

147.50K

Jun 30, 26

+9.51K

0.06%

BUILDER INVESTMENT GROUP INC /ADV

147.49K

Jun 30, 26

-7.32K

0.06%

IAG Wealth Partners, LLC

146.33K

Jun 30, 26

-7.41K

0.06%

Pettinga Financial Advisors, LLC

145.98K

Jun 30, 26

-1.62K

0.06%

Navigoe, LLC

144.95K

Jun 30, 26

+2.91K

0.06%

BIP Wealth, LLC

144.89K

Jun 30, 26

+35.68K

0.06%

Linscomb & Williams, Inc.

143.68K

Jun 30, 26

-2.80K

0.06%

SouthState Corp

143.31K

Jun 30, 26

+11.58K

0.06%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

142.99K

Jun 30, 26

+3.14K

0.06%

AlphaStar Capital Management, LLC

142.72K

Jun 30, 26

+2.16K

0.06%

Two West Capital Advisors LLC

139.99K

Jun 30, 26

-12.65K

0.06%

Monument Group Wealth Advisors, LLC

139.82K

Jun 30, 26

-113.01K

0.05%

Saxony Capital Management, LLC

138.95K

Jun 30, 26

+18.72K

0.05%

Equitable Holdings, Inc.

138.81K

Jun 30, 26

-566

0.05%

Arkadios Wealth Advisors

138.21K

Jun 30, 26

+31.23K

0.05%

Bay Harbor Wealth Management, LLC

133.55K

Jun 30, 26

+6.02K

0.05%

Sculati Wealth Management, LLC

132.80K

Jun 30, 26

+279

0.05%

RETIREMENT INCOME SOLUTIONS, INC

130.01K

Jun 30, 26

0.05%

Keating Financial Advisory Services, Inc.

123.97K

Jun 30, 26

+17.48K

0.05%

Aegis Wealth Management LLC

123.02K

Jun 30, 26

+2.92K

0.05%

NewEdge Wealth, LLC

122.03K

Jun 30, 26

+18.27K

0.05%

OLD MISSION CAPITAL LLC

121.99K

Jun 30, 26

-417.93K

0.05%

Daner Wealth Management, LLC

121.08K

Jun 30, 26

+1.82K

0.05%

SeedSafe Financial LLC

121.06K

Jun 30, 26

+499

0.05%

MOODY NATIONAL BANK TRUST DIVISION

117.35K

Jun 30, 26

+2.03K

0.05%

Savvy Advisors, Inc.

117.19K

Jun 30, 26

+24.66K

0.05%

Burton Enright Welch

114.93K

Jun 30, 26

-1.40K

0.05%

Tillman Hartley LLC

114.56K

Jun 30, 26

-979

0.05%

Kilner Capital Advisors, LLC

114.29K

Jun 30, 26

-2.17K

0.04%

Allworth Financial LP

113.61K

Jun 30, 26

-40.01K

0.04%

Employees' Retirement Fund of the City of Fort Worth

113.30K

Jun 30, 26

-26.00K

0.04%

Wingate Wealth Advisors, Inc.

113.26K

Jun 30, 26

-6.30K

0.04%

COMMERCE BANK

113.20K

Jun 30, 26

+31.19K

0.04%

Crown Wealth Group, LLC

112.55K

Jun 30, 26

+5.10K

0.04%

City State Bank

111.17K

Jun 30, 26

+7.68K

0.04%

HB Wealth Management, LLC

107.50K

Jun 30, 26

-1.51K

0.04%

Elyxium Wealth, LLC

106.83K

Jun 30, 26

+23.45K

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

106.71K

Jun 30, 26

-6.03K

0.04%

BAKER BOYER NATIONAL BANK

105.26K

Jun 30, 26

+2.68K

0.04%

Family Management Corp

105.17K

Jun 30, 26

+8.26K

0.04%

Burk Holdings LLC

104.37K

Jun 30, 26

+10.86K

0.04%

STIFEL FINANCIAL CORP

103.42K

Jun 30, 26

+15.29K

0.04%

HUTCHINSON CAPITAL MANAGEMENT/CA

102.80K

Jun 30, 26

+4.52K

0.04%

Plan Group Financial, LLC

102.33K

Jun 30, 26

-8.07K

0.04%

Mustard Seed Financial, LLC

101.64K

Jun 30, 26

+13.02K

0.04%

Capstone Wealth Management, Inc.

100.04K

Jun 30, 26

+856

0.04%

AQR CAPITAL MANAGEMENT LLC

97.82K

Jun 30, 26

+18.34K

0.04%

Emprise Bank

96.95K

Jun 30, 26

-287

0.04%

Financial Engines Advisors L.L.C.

94.97K

Jun 30, 26

-9.96K

0.04%

LINCOLN CAPITAL CORP

94.20K

Jun 30, 26

+3.17K

0.04%

First PREMIER Bank

93.31K

Jun 30, 26

+21.81K

0.04%

Cartesian Growth Corp

92.80K

Jun 30, 26

0.04%

Breakwater Capital Group

91.64K

Jun 30, 26

-2.74K

0.04%

Sanchez Levi Garrett

91.57K

Jun 30, 26

+1.63K

0.04%

Atomi Financial Group, Inc.

90.77K

Jun 30, 26

+41.75K

0.04%

Noble Wealth Partners LLC

90.55K

Jun 30, 26

+90.55K

0.04%

Clear Creek Financial Management, LLC

90.23K

Jun 30, 26

+90.23K

0.04%

Live Oak Private Wealth LLC

89.06K

Jun 30, 26

+21.77K

0.04%

Pinnacle Financial Partners, Inc.

88.49K

Jun 30, 26

+24.73K

0.03%

Level Financial Advisors, Inc.

88.31K

Jun 30, 26

-5.39K

0.03%

Glass Jacobson Investment Advisors llc

87.48K

Jun 30, 26

-6.92K

0.03%

Waterfront Wealth Inc.

85.36K

Jun 30, 26

-1.08K

0.03%

180 WEALTH ADVISORS, LLC

85.05K

Jun 30, 26

-522

0.03%

First Financial Group Corp

84.73K

Jun 30, 26

-350

0.03%

FMB WEALTH MANAGEMENT

84.26K

Jun 30, 26

-786

0.03%

Lodestone Wealth Management LLC

84.00K

Jun 30, 26

-133

0.03%

RFG Advisory, LLC

81.43K

Jun 30, 26

+780

0.03%

Financial Symmetry Inc

81.06K

Jun 30, 26

-1.53K

0.03%

Evanson Financial, LLC

80.94K

Jun 30, 26

+80.94K

0.03%

Hilltop Holdings Inc.

80.73K

Jun 30, 26

-65

0.03%

Aviance Capital Partners, LLC

80.63K

Jun 30, 26

+969

0.03%

Quad-Cities Investment Group, LLC

80.10K

Jun 30, 26

-1.07K

0.03%

Apollon Wealth Management, LLC

80.09K

Jun 30, 26

+65.88K

0.03%

MORRIS FINANCIAL CONCEPTS, INC.

79.82K

Jun 30, 26

+6.26K

0.03%

Versant Capital Management, Inc

78.62K

Jun 30, 26

+358

0.03%

Johnson Wealth Management, LLC

78.47K

Jun 30, 26

-9.02K

0.03%

Platform Wealth Management, LLC

77.27K

Jun 30, 26

+77.27K

0.03%

XY Planning Network, Inc.

75.96K

Jun 30, 26

+63.61K

0.03%

Exeter Financial, LLC

74.81K

Jun 30, 26

+33.38K

0.03%

Pinnacle Financial Group, LLC / IL

74.11K

Jun 30, 26

-1.32K

0.03%

CLUNE & ASSOCIATES, LTD.

73.43K

Jun 30, 26

-15.07K

0.03%

PEAPACK GLADSTONE FINANCIAL CORP

71.62K

Jun 30, 26

+640

0.03%

Beckerman Institutional, LLC

71.49K

Jun 30, 26

+3.92K

0.03%

FISCHER INVESTMENT STRATEGIES, LLC

71.42K

Jun 30, 26

-16.64K

0.03%

CGN Advisors LLC

71.35K

Jun 30, 26

-12.54K

0.03%

MORGAN STANLEY

71.31K

Jun 30, 26

+10.00K

0.03%

55 North Private Wealth, LLC

69.75K

Jun 30, 26

-4.63K

0.03%

Larson Financial Group LLC

69.62K

Jun 30, 26

-27.07K

0.03%

DOPKINS WEALTH MANAGEMENT, LLC

69.61K

Jun 30, 26

+49

0.03%

Washington Trust Advisors, Inc.

69.60K

Jun 30, 26

-1.05K

0.03%

Heritage Wealth Management, Inc. /CA/

68.82K

Jun 30, 26

-517

0.03%

Cannon Financial Strategists, Inc.

68.64K

Jun 30, 26

-2.38K

0.03%

CARDIFF PARK ADVISORS, LLC

67.87K

Jun 30, 26

+121

0.03%

Sollinda Capital Management LLC

67.83K

Jun 30, 26

+2.52K

0.03%

Clarity Capital Advisors, LLC

67.16K

Jun 30, 26

-5.22K

0.03%

Bullock Wealth Management Group

67.11K

Jun 30, 26

+67.11K

0.03%

Conservest Capital Advisors, Inc.

67.00K

Jun 30, 26

+48.86K

0.03%

Heritage Investment Group, Inc.

66.77K

Jun 30, 26

-533

0.03%

Timonier Family Office, LTD.

66.61K

Jun 30, 26

+66.61K

0.03%

AdvisorNet Financial, Inc

65.22K

Jun 30, 26

+345

0.03%

Oak Wealth Advisors LLC

65.13K

Jun 30, 26

-454

0.03%

Zhang Financial LLC

64.48K

Jun 30, 26

-496

0.03%

Yoder Wealth Management, Inc.

64.26K

Jun 30, 26

0.03%

Mutual Advisors, LLC

64.05K

Jun 30, 26

+140

0.03%

Cambridge Investment Research Advisors, Inc.

63.70K

Jun 30, 26

+2.83K

0.03%

Lauer Wealth, LLC

63.19K

Jun 30, 26

+82

0.02%

FORTERIS WEALTH MANAGEMENT INC.

62.28K

Jun 30, 26

+4.64K

0.02%

LaSalle St. Investment Advisors, LLC

61.45K

Jun 30, 26

-3.85K

0.02%

Investmark Advisory Group LLC

61.26K

Jun 30, 26

+1.40K

0.02%

SENTINEL WEALTH MANAGEMENT, INC.

61.01K

Jun 30, 26

-291

0.02%

Medallion Wealth Advisors, LLC

60.28K

Jun 30, 26

-2.15K

0.02%

Porter White Investment Advisors, Inc.

59.83K

Jun 30, 26

+607

0.02%

E6 Portfolios, LLC

59.19K

Jun 30, 26

-4.90K

0.02%

Fundamentum, LLC

58.33K

Jun 30, 26

-2.43K

0.02%

Wealthfront Advisers LLC

58.25K

Jun 30, 26

+1.96K

0.02%

DBK Financial Counsel, LLC

58.12K

Jun 30, 26

-5.32K

0.02%

Tandem Financial, LLC

57.90K

Jun 30, 26

-2.96K

0.02%

SUMMIT WEALTH GROUP LLC / CO

57.45K

Jun 30, 26

-2.63K

0.02%

Helium Advisors LLC

57.34K

Jun 30, 26

+3.74K

0.02%

M Wealth Management, LLC

57.24K

Jun 30, 26

+2.31K

0.02%

Woodward Financial Advisors, Inc.

57.14K

Jun 30, 26

+57.14K

0.02%

Madrid Wealth Management, LLC

57.07K

Jun 30, 26

+2.84K

0.02%

Gradient Capital Advisors, LLC

56.70K

Jun 30, 26

-2.04K

0.02%

Dorsey & Whitney Trust CO LLC

56.50K

Jun 30, 26

+38.06K

0.02%

IFP Advisors, Inc

56.38K

Jun 30, 26

+4.71K

0.02%

Cedar Point Capital Partners, LLC

55.78K

Jun 30, 26

+5.05K

0.02%

PW ADVISORS, LLC \ FL

55.35K

Jun 30, 26

-1.74K

0.02%

1900 WEALTH MANAGEMENT LLC

54.75K

Jun 30, 26

-1.39K

0.02%

Cordant, Inc.

53.61K

Jun 30, 26

-2.90K

0.02%

SwitchPoint Financial Planning, LLC

53.10K

Jun 30, 26

-1.66K

0.02%

FinDec Wealth Services, Inc.

53.00K

Jun 30, 26

-8.83K

0.02%

Meritas Wealth Management, LLC

52.71K

Jun 30, 26

-638

0.02%

BAKER TILLY WEALTH MANAGEMENT, LLC

52.10K

Jun 30, 26

+12.93K

0.02%

Valued Wealth Advisors LLC

51.75K

Jun 30, 26

+2.79K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

51.43K

Jun 30, 26

-1.09K

0.02%

MITCHELL MCLEOD PUGH & WILLIAMS INC

51.23K

Jun 30, 26

+23.82K

0.02%

WADDELL & ASSOCIATES, LLC

51.06K

Jun 30, 26

-297

0.02%

Oder Investment Management, LLC

50.69K

Jun 30, 26

-3.22K

0.02%

Approach Retirement Advisors, LLC

49.94K

Jun 30, 26

-3.12K

0.02%

Werba Rubin Papier Wealth Management

49.42K

Jun 30, 26

-1.69K

0.02%

Three Arch Wealth Management LLC

48.37K

Jun 30, 26

-142

0.02%

Ameritas Advisory Services, LLC

47.98K

Jun 30, 26

+47.98K

0.02%

Eldridge Investment Advisors, Inc.

47.42K

Jun 30, 26

+8.46K

0.02%

Seven Springs Wealth Group, LLC

47.30K

Jun 30, 26

-425

0.02%

SEI INVESTMENTS CO

46.84K

Jun 30, 26

+4.16K

0.02%

Pacific Asset Management, LLC

46.77K

Jun 30, 26

+2.33K

0.02%

Syverson Strege & Co

46.45K

Jun 30, 26

-5.23K

0.02%

Donalies Financial Planning, LLC

45.87K

Jun 30, 26

+129

0.02%

JDH Wealth Management, LLC

45.03K

Jun 30, 26

-5.14K

0.02%

Lido Advisors, LLC

42.84K

Jun 30, 26

-34.47K

0.02%

Krilogy Financial LLC

42.75K

Jun 30, 26

+20

0.02%

Gemmer Asset Management LLC

42.41K

Jun 30, 26

-557

0.02%

Chicago Partners Investment Group LLC

41.73K

Jun 30, 26

+541

0.02%

Capital Investment Advisory Services, LLC

41.71K

Jun 30, 26

+3.53K

0.02%

Lynx Investment Advisory

41.64K

Jun 30, 26

+12.38K

0.02%

American Investment Services, Inc.

41.33K

Jun 30, 26

-1.47K

0.02%

Accurate Wealth Management, LLC

41.23K

Jun 30, 26

+32.83K

0.02%

John A. Wolfe & Associates, Inc.

41.19K

Jun 30, 26

+12.37K

0.02%

Vantage Point Financial LLC

40.33K

Jun 30, 26

-2.21K

0.02%

HFG Wealth Management, LLC

39.58K

Jun 30, 26

-12.01K

0.02%

L & S Advisors Inc

38.35K

Jun 30, 26

+30

0.02%

Arcadia Wealth Management, LLC

36.84K

Jun 30, 26

-6.20K

0.01%

Kane Co Wealth Management, Inc.

36.83K

Jun 30, 26

-418

0.01%

Cypress Point Wealth Management, LLC

36.81K

Jun 30, 26

+22

0.01%

GARRISON POINT ADVISORS, LLC

36.51K

Jun 30, 26

+9.72K

0.01%

Invst, LLC

36.08K

Jun 30, 26

+2.94K

0.01%

NORTHERN TRUST CORP

35.23K

Jun 30, 26

+4.57K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

35.05K

Jun 30, 26

-23

0.01%

Larry Mathis Financial Planning, LLC

35.03K

Jun 30, 26

+10.75K

0.01%

APS Management Group, Inc.

35.02K

Jun 30, 26

-1.09K

0.01%

Owl Creek Wealth Partners LLC

34.41K

Jun 30, 26

-559

0.01%

Everest Financial Group LLC

34.15K

Jun 30, 26

+118

0.01%

Shearwater Capital LLC

33.97K

Jun 30, 26

0.01%

Highland Financial Advisors, LLC

33.26K

Jun 30, 26

+4.70K

0.01%

Cambridge Financial Group, LLC

33.17K

Jun 30, 26

-5.34K

0.01%

Abacus Planning Group, Inc.

33.05K

Jun 30, 26

+6.38K

0.01%

Wealth Advisors Northwest LLC

32.50K

Jun 30, 26

-1.62K

0.01%

BURNEY CO/

32.14K

Jun 30, 26

-570

0.01%

Sprinkle Financial Consultants LLC

32.08K

Jun 30, 26

-864

0.01%

Trailhead Planners LLC

31.71K

Jun 30, 26

-10.37K

0.01%

SpringVest Wealth Management LLC

31.69K

Jun 30, 26

+50

0.01%

BROWN ADVISORY INC

31.61K

Jun 30, 26

+10.18K

0.01%

Flagstone Financial Management

31.43K

Jun 30, 26

0.01%

LAM GROUP, INC.

31.39K

Jun 30, 26

-105

0.01%

Quantinno Capital Management LP

30.36K

Jun 30, 26

+14.61K

0.01%

Greenspring Advisors, LLC

30.18K

Jun 30, 26

0.01%

Patriot Financial Group Insurance Agency, LLC

29.84K

Jun 30, 26

-26.62K

0.01%

ARK & TLK INVESTMENTS, LLC

29.73K

Jun 30, 26

+15

0.01%

TRUIST FINANCIAL CORP

29.29K

Jun 30, 26

+1.14K

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

28.96K

Jun 30, 26

-6.70K

0.01%

Ellis Investment Partners, LLC

28.89K

Jun 30, 26

+1.16K

0.01%

Lauterbach Financial Advisors, LLC

28.84K

Jun 30, 26

-1.80K

0.01%

Friday Financial

28.55K

Jun 30, 26

+9.60K

0.01%

Montis Financial, LLC

28.01K

Jun 30, 26

-5.70K

0.01%

D.A. DAVIDSON & CO.

27.29K

Jun 30, 26

+6.16K

0.01%

FIFTH THIRD BANCORP

27.07K

Jun 30, 26

-1.64K

0.01%

CarsonAllaria Wealth Management, Ltd.

27.03K

Jun 30, 26

-213

0.01%

FOSTER & MOTLEY INC

26.72K

Jun 30, 26

0.01%

Strathmore Capital Advisors, Inc.

26.52K

Jun 30, 26

+1.54K

0.01%

RCS Financial Planning, LLC

26.20K

Jun 30, 26

-1.41K

0.01%

MBE Wealth Management, LLC

25.88K

Jun 30, 26

+25.88K

0.01%

Compass Ion Advisors, LLC

25.55K

Jun 30, 26

-946

0.01%

AlphaCore Capital LLC

25.27K

Jun 30, 26

0.01%

Tranquility Partners, LLC

25.06K

Jun 30, 26

+2.11K

0.01%

OPTIMA CAPITAL LLC

24.21K

Jun 30, 26

+694

0.01%

Vestment Financial LLC

24.12K

Jun 30, 26

-445

0.01%

Summit Financial, LLC

23.81K

Jun 30, 26

+723

0.01%

NewEdge Advisors, LLC

23.73K

Jun 30, 26

+5.44K

0.01%

Cloud Capital Management, LLC

23.66K

Jun 30, 26

+580

0.01%

Stratos Wealth Partners, LTD.

23.62K

Jun 30, 26

+5.05K

0.01%

Nuveen, LLC

23.60K

Jun 30, 26

+23.60K

0.01%

Atlanta Consulting Group Advisors, LLC

23.59K

Jun 30, 26

+318

0.01%

NAPLES GLOBAL ADVISORS, LLC

23.48K

Jun 30, 26

0.01%

Arnold Financial Planning LLC

23.38K

Jun 30, 26

-1.98K

0.01%

HARBOUR INVESTMENTS, INC.

23.38K

Jun 30, 26

+12.48K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

23.32K

Jun 30, 26

-10.09K

0.01%

Parallel Advisors, LLC

23.30K

Jun 30, 26

+1.09K

0.01%

CHOREO, LLC

23.26K

Jun 30, 26

+70

0.01%

Acorn Wealth Advisors, LLC

23.05K

Jun 30, 26

+7.72K

0.01%

3 FACTOR INDEXING, LLC

22.57K

Jun 30, 26

+2.88K

0.01%

Morton Capital Management LLC/CA

22.36K

Jun 30, 26

+111

0.01%

Eaton-Cambridge Inc.

22.16K

Jun 30, 26

0.01%

BlackRock, Inc.

22.02K

Jun 30, 26

+13.63K

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

21.69K

Jun 30, 26

+21.69K

0.01%

Midwest Trust Co

21.47K

Jun 30, 26

0.01%

G2 CAPITAL MANAGEMENT, LLC / OH

21.26K

Jun 30, 26

+2.58K

0.01%

Advisory Services Network, LLC

20.68K

Jun 30, 26

-449

0.01%

Level Wealth Management LLC

20.61K

Jun 30, 26

-333

0.01%

Rehmann Capital Advisory Group

20.56K

Jun 30, 26

+606

0.01%

Lifeworks Advisors, LLC

20.47K

Jun 30, 26

-989

0.01%

International Private Wealth Advisors LLC

20.44K

Jun 30, 26

+32

0.01%

Sanctuary Advisors, LLC

20.17K

Jun 30, 26

+1.20K

0.01%

Concurrent Investment Advisors, LLC

20.05K

Jun 30, 26

+5.78K

0.01%

Altiora Financial Group, LLC

20.00K

Jun 30, 26

+39

0.01%

Valeo Financial Advisors, LLC

19.76K

Jun 30, 26

-90

0.01%

Fort Vancouver Investment Management, LLC

19.75K

Jun 30, 26

+723

0.01%

Parcion Private Wealth LLC

19.67K

Jun 30, 26

-11.64K

0.01%

AIRE ADVISORS, LLC

19.38K

Jun 30, 26

-4.14K

0.01%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

19.33K

Jun 30, 26

+1.15K

0.01%

OKABENA INVESTMENT SERVICES INC

19.26K

Jun 30, 26

0.01%

Heck Capital Advisors, LLC

19.25K

Jun 30, 26

+19.25K

0.01%

Indivisible Partners

18.99K

Jun 30, 26

-1.28K

0.01%

Magnolia Private Wealth, LLC

18.78K

Jun 30, 26

-7.46K

0.01%

NBC SECURITIES, INC.

18.73K

Jun 30, 26

+6.59K

0.01%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

18.62K

Jun 30, 26

+9.24K

0.01%

Infinity Wealth Counsel, LLC

18.37K

Jun 30, 26

+295

0.01%

CLG LLC

18.36K

Jun 30, 26

0.01%

Powerhouse Assets LLC

18.20K

Jun 30, 26

+18.20K

0.01%

Balanced Rock Investment Advisor

18.17K

Jun 30, 26

-834

0.01%

Partners in Financial Planning

17.89K

Jun 30, 26

+345

0.01%

PRIVATE TRUST CO NA

17.68K

Jun 30, 26

-7.11K

0.01%

CSP Financial Group, LLC

17.52K

Jun 30, 26

+294

0.01%

HMV Wealth Advisors, LLC

17.43K

Jun 30, 26

0.01%

Rockefeller Capital Management L.P.

17.19K

Jun 30, 26

-108

0.01%

GWN SECURITIES INC.

17.19K

Jun 30, 26

-344

0.01%

Broadhurst Jeffrey B

16.94K

Jun 30, 26

-46.46K

0.01%

Cascade Wealth Advisors, Inc

16.88K

Jun 30, 26

+25

0.01%

One Capital Management, LLC

16.83K

Jun 30, 26

0.01%

Merit Financial Group, LLC

16.48K

Jun 30, 26

+17

0.01%

United Advisor Group, LLC

16.47K

Jun 30, 26

+16.47K

0.01%

WEALTHSPAN PARTNERS, LLC

16.37K

Jun 30, 26

+5.19K

0.01%

QUARRY HILL ADVISORS, LLC

16.18K

Jun 30, 26

0.01%

MLG Wealth Management DBA Pine Grove Financial Group

16.04K

Jun 30, 26

-771

0.01%

SJS Investment Consulting Inc.

16.01K

Jun 30, 26

0.01%

Woodside Wealth Management LLC

15.92K

Jun 30, 26

+639

0.01%

Asset Dedication, LLC

15.63K

Jun 30, 26

-3.61K

0.01%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

15.53K

Jun 30, 26

-3.41K

0.01%

Longview Financial Advisors LLC

15.49K

Jun 30, 26

-819

0.01%

Rather & Kittrell, Inc.

15.29K

Jun 30, 26

-428

0.01%

Argent Trust Co

15.25K

Jun 30, 26

+270

0.01%

Eastover Investment Advisors LLC

15.15K

Jun 30, 26

-2.42K

0.01%

USAdvisors Wealth Management, LLC

15.04K

Jun 30, 26

-686

0.01%

Tanager Wealth Management LLP

15.01K

Jun 30, 26

0.01%

IFG Advisory, LLC

14.97K

Jun 30, 26

+12.33K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

14.95K

Jun 30, 26

+6.64K

0.01%

Quent Capital, LLC

14.81K

Jun 30, 26

-52

0.01%

Abel Hall, LLC

14.68K

Jun 30, 26

-320

0.01%

tru Independence LLC

14.66K

Jun 30, 26

-684

0.01%

Strategic Investment Solutions, Inc. /IL

14.44K

Jun 30, 26

-2.84K

0.01%

V2 Financial group LLC

14.37K

Jun 30, 26

+14.37K

0.01%

PRINCIPAL SECURITIES, INC.

14.26K

Jun 30, 26

-6.62K

0.01%

Delap Wealth Advisory, LLC

14.18K

Jun 30, 26

0.01%

GDS Wealth Management

14.17K

Jun 30, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

14.01K

Jun 30, 26

+926

0.01%

Pinnacle Family Advisors, LLC

14.00K

Jun 30, 26

+2.34K

0.01%

Revolve Wealth Partners, LLC

13.99K

Jun 30, 26

+13.99K

0.01%

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

13.92K

Jun 30, 26

+434

0.01%

Ballast Rock Private Wealth LLC

13.84K

Jun 30, 26

-455

0.01%

Signature Resources Capital Management, LLC

13.64K

Jun 30, 26

-919

0.01%

SeaCrest Wealth Management, LLC

13.59K

Jun 30, 26

+369

0.01%

Fielder Capital Group LLC

13.39K

Jun 30, 26

0.01%

Accel Wealth Management

13.37K

Jun 30, 26

+13.37K

0.01%

Sincerus Advisory, LLC

12.87K

Jun 30, 26

+902

0.01%

Prosperity Planning, Inc.

12.78K

Jun 30, 26

-212

0.01%

Samalin Investment Counsel, LLC

12.73K

Jun 30, 26

-103

0.01%

Caprock Group, LLC

12.67K

Jun 30, 26

+3.81K

0.00%

First Command Advisory Services, Inc.

12.63K

Jun 30, 26

+2.61K

0.00%

Innovative Asset Advisors Group, LLC

12.60K

Jun 30, 26

+12.60K

0.00%

GOLDMAN SACHS GROUP INC

12.56K

Jun 30, 26

+12.56K

0.00%

Janney Montgomery Scott LLC

12.41K

Jun 30, 26

0.00%

Williams Jones Wealth Management, LLC.

12.32K

Jun 30, 26

+12.32K

0.00%

Selective Wealth Management, Inc.

12.23K

Jun 30, 26

-1.72K

0.00%

Park Edge Advisors, LLC

12.17K

Jun 30, 26

+1.09K

0.00%

Ruedi Wealth Management, Inc.

12.15K

Jun 30, 26

-601

0.00%

AssuredPartners Investment Advisors, LLC

12.13K

Jun 30, 26

+357

0.00%

MONTAG A & ASSOCIATES INC

12.10K

Jun 30, 26

+75

0.00%

Canopy Partners, LLC

11.91K

Jun 30, 26

+13

0.00%

Solidarity Wealth, LLC

11.84K

Jun 30, 26

+11.84K

0.00%

Foundation Wealth Management, LLC\PA

11.82K

Jun 30, 26

+48

0.00%

Madson Wealth Advisors Inc

11.79K

Jun 30, 26

+11.79K

0.00%

ALTFEST L J & CO INC

11.78K

Jun 30, 26

+2.65K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.65K

Jun 30, 26

-1.41K

0.00%

Concord Wealth Partners

11.40K

Jun 30, 26

+1.45K

0.00%

NATIXIS ADVISORS, L.P.

11.37K

Jun 30, 26

+11.37K

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

11.29K

Jun 30, 26

-54

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

11.20K

Jun 30, 26

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

11.13K

Jun 30, 26

+2.57K

0.00%

Cogent Private Wealth, Inc.

11.10K

Jun 30, 26

+1.83K

0.00%

Wedmont Private Capital

11.09K

Jun 30, 26

+19

0.00%

Financial Harvest, LLC

10.77K

Jun 30, 26

+133

0.00%

PINNEY & SCOFIELD, INC.

10.60K

Jun 30, 26

+1.23K

0.00%

Presidio Capital Management, LLC

10.45K

Jun 30, 26

-583

0.00%

JONES FINANCIAL COMPANIES LLLP

10.44K

Jun 30, 26

+7.39K

0.00%

IFG Advisors, LLC

10.34K

Jun 30, 26

-948

0.00%

TUDOR INVESTMENT CORP ET AL

10.34K

Jun 30, 26

+10.34K

0.00%

RICHARDS, MERRILL & PETERSON, INC.

10.29K

Jun 30, 26

0.00%

Frankly Finances, LLC

10.23K

Jun 30, 26

-1.75K

0.00%

Freedom Day Solutions, LLC

10.21K

Jun 30, 26

+10.21K

0.00%

POINCIANA ADVISORS GROUP, LLC

10.18K

Jun 30, 26

-245

0.00%

Apollon Financial, LLC

10.12K

Jun 30, 26

0.00%

STAGE HARBOR FINANCIAL, LLC

10.10K

Jun 30, 26

+3.93K

0.00%

ELEVATE WEALTH ADVISORY, INC

9.95K

Jun 30, 26

0.00%

Ponta Wealth Partners, LLC

9.76K

Jun 30, 26

-42.12K

0.00%

Matisse Capital

9.69K

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

9.66K

Jun 30, 26

0.00%

VESTIA PERSONAL WEALTH ADVISORS

9.63K

Jun 30, 26

-32

0.00%

Financial Synergies Wealth Advisors, Inc.

9.31K

Jun 30, 26

+23

0.00%

Seneschal Advisors, LLC

9.23K

Jun 30, 26

+1.20K

0.00%

Peirce Capital Management, LLC

9.22K

Jun 30, 26

-969

0.00%

ALLSTREET CAPITAL ADVISORS LLC

9.00K

Jun 30, 26

0.00%

Stewardship Advisors, LLC

8.88K

Jun 30, 26

-307

0.00%

Passive Capital Management, LLC.

8.82K

Jun 30, 26

-3.57K

0.00%

Wealth Enhancement Trust Services, Inc.

8.81K

Jun 30, 26

+8.41K

0.00%

Silver Oak Advisory Group, Inc.

8.60K

Jun 30, 26

+2.04K

0.00%

Vertex Planning Partners, LLC

8.51K

Jun 30, 26

-307

0.00%

Strategent Financial, LLC

8.49K

Jun 30, 26

0.00%

Blume Capital Management, Inc.

8.35K

Jun 30, 26

0.00%

Gladstone Institutional Advisory LLC

8.20K

Jun 30, 26

0.00%

SCRATCH CAPITAL LLC

8.05K

Jun 30, 26

+287

0.00%

US BANCORP \DE\

8.00K

Jun 30, 26

+4.66K

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

7.93K

Jun 30, 26

+300

0.00%

Athena Wealth Management, LLC

7.88K

Jun 30, 26

-6.52K

0.00%

Inspire Advisors, LLC

7.77K

Jun 30, 26

+21

0.00%

HARBOR INVESTMENT ADVISORY, LLC

7.72K

Jun 30, 26

-6.00K

0.00%

MARYLAND CAPITAL ADVISORS INC.

7.71K

Jun 30, 26

+7.71K

0.00%

Huntleigh Advisors, Inc.

7.70K

Jun 30, 26

0.00%

Spire Wealth Management

7.61K

Jun 30, 26

0.00%

Bright Futures Wealth Management, LLC.

7.61K

Jun 30, 26

+572

0.00%

UNIVEST FINANCIAL Corp

7.58K

Jun 30, 26

0.00%

HM PAYSON & CO

7.57K

Jun 30, 26

0.00%

Pillar Financial Advisors, LLC

7.52K

Jun 30, 26

-435

0.00%

VSM Wealth Advisory, LLC

7.49K

Jun 30, 26

0.00%

Lionshead Wealth Management, LLC

7.39K

Jun 30, 26

-45

0.00%

Dana Investment Advisors, Inc.

7.37K

Jun 30, 26

+914

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

7.28K

Jun 30, 26

-17

0.00%

Liberty Capital Management, Inc.

7.27K

Jun 30, 26

+7.27K

0.00%

STEPHENS INC /AR/

7.15K

Jun 30, 26

+7.15K

0.00%

LANDMARK WEALTH MANAGEMENT, INC.

7.05K

Jun 30, 26

-1.59K

0.00%

C M BIDWELL & ASSOCIATES LTD

7.02K

Jun 30, 26

-2.20K

0.00%

Citrine Capital LLC

6.92K

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

6.87K

Jun 30, 26

0.00%

Pure Financial Advisors, LLC

6.84K

Jun 30, 26

+6.84K

0.00%

THOMPSON SIEGEL & WALMSLEY LLC

6.81K

Jun 30, 26

+6.81K

0.00%

WELLS FARGO & COMPANY/MN

6.62K

Jun 30, 26

-15.13K

0.00%

Ferguson Johnson Wealth Management Inc

6.37K

Jun 30, 26

+6.37K

0.00%

SEMITAM BONAM LLC

6.34K

Jun 30, 26

0.00%

MAYPORT, LLC

6.33K

Jun 30, 26

0.00%

Crescent Grove Advisors, LLC

6.29K

Jun 30, 26

+90

0.00%

Bragg Financial Advisors, Inc

6.25K

Jun 30, 26

-416

0.00%

Astra Wealth Partners LLC

6.23K

Jun 30, 26

+6.23K

0.00%

Novak & Powell Financial Services, Inc.

6.19K

Jun 30, 26

0.00%

Marshall Financial Group LLC

6.13K

Jun 30, 26

0.00%

Second Half Financial Partners, LLC

6.00K

Jun 30, 26

+84

0.00%

Forthright Family Wealth Advisory LLC

5.98K

Jun 30, 26

+5.98K

0.00%

HANCOCK WHITNEY CORP

5.85K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

5.81K

Jun 30, 26

-1.09K

0.00%

Wealthcare Advisory Partners LLC

5.81K

Jun 30, 26

-42.53K

0.00%

Gutierrez Wealth Advisory, LLC

5.69K

Jun 30, 26

+5.69K

0.00%

HANOVER ADVISORS INC

5.67K

Jun 30, 26

+5.67K

0.00%

Parkside Financial Bank & Trust

5.62K

Jun 30, 26

+370

0.00%

Facet Wealth, Inc.

5.57K

Jun 30, 26

-1.59K

0.00%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

5.48K

Jun 30, 26

-429

0.00%

Quadrant Private Wealth Management, LLC

5.42K

Jun 30, 26

+5.42K

0.00%

NATURAL INVESTMENTS, LLC

5.40K

Jun 30, 26

+5.40K

0.00%

Greenline Wealth Management LLC

5.39K

Jun 30, 26

-1.22K

0.00%

Prosperity Advisers, LLC

5.36K

Jun 30, 26

+5.36K

0.00%

Beacon Financial Advisory LLC

5.35K

Jun 30, 26

+5.35K

0.00%

FIRST AMERICAN TRUST, FSB

5.28K

Jun 30, 26

+5.28K

0.00%

Cerity Partners Retirement Plan Advisors LLC

5.28K

Jun 30, 26

+5.28K

0.00%

JOHNSON INVESTMENT COUNSEL INC

5.28K

Jun 30, 26

+5.28K

0.00%

Fiduciary Alliance LLC

5.23K

Jun 30, 26

+5.23K

0.00%

HRT FINANCIAL LP

5.17K

Jun 30, 26

+5.17K

0.00%

Vilga Financial Planning LLC

5.16K

Jun 30, 26

+5.16K

0.00%

Soltis Investment Advisors LLC

5.16K

Jun 30, 26

+5.16K

0.00%

Fort Point Capital Partners LLC

5.15K

Jun 30, 26

+5.15K

0.00%

TABLEAUX LLC

5.12K

Jun 30, 26

+5.12K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

5.12K

Jun 30, 26

+5.12K

0.00%

Squire Investment Management Company, LLC

5.10K

Jun 30, 26

+5.10K

0.00%

Avidian Wealth Solutions, LLC

5.06K

Jun 30, 26

+5.06K

0.00%

ATLas Financial Planning LLC

5.06K

Jun 30, 26

+5.06K

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

5.01K

Jun 30, 26

+5.01K

0.00%

Integrity Investment Advisors, LLC

5.00K

Jun 30, 26

-4.36K

0.00%

Simplicity Wealth,LLC

5.00K

Jun 30, 26

+5.00K

0.00%

KINGSWOOD WEALTH ADVISORS, LLC

4.99K

Jun 30, 26

+4.99K

0.00%

WMG Financial Advisors, LLC

4.98K

Jun 30, 26

+4.98K

0.00%

Hurley Capital, LLC

4.90K

Jun 30, 26

+268

0.00%

Rossby Financial, LCC

4.31K

Jun 30, 26

-1.03K

0.00%

Rialto Wealth Management, LLC

4.28K

Jun 30, 26

0.00%

Orion Capital Management LLC

4.14K

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

4.03K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

3.89K

Jun 30, 26

+3.89K

0.00%

Pinnacle Bancorp, Inc.

3.86K

Jun 30, 26

+2.38K

0.00%

Nalls Sherbakoff Group, LLC

3.85K

Jun 30, 26

+3.04K

0.00%

North Star Investment Management Corp.

3.53K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

3.34K

Jun 30, 26

+2.77K

0.00%

Global Retirement Partners, LLC

2.93K

Jun 30, 26

+2.93K

0.00%

TRUST CO OF VERMONT

2.56K

Jun 30, 26

+2.56K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

2.56K

Jun 30, 26

+1.66K

0.00%

CENTRAL TRUST Co

2.52K

Jun 30, 26

+2.00K

0.00%

VANGUARD ADVISERS INC

2.50K

Jun 30, 26

+422

0.00%

NATIONAL BANK OF CANADA /FI/

2.24K

Jun 30, 26

0.00%

Glassman Wealth Services

1.69K

Jun 30, 26

0.00%

Retirement Wealth Solutions LLC

1.67K

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

1.53K

Jun 30, 26

0.00%

Atlantic Private Wealth, LLC

1.41K

Jun 30, 26

0.00%

Ancora Advisors, LLC

1.23K

Jun 30, 26

0.00%

SIGNATUREFD, LLC

1.21K

Jun 30, 26

0.00%

CITY HOLDING CO

1.12K

Jun 30, 26

+1.12K

0.00%

Banco de Sabadell, S.A

1.06K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.05K

Jun 30, 26

0.00%

LRI Investments, LLC

1.04K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

1.01K

Jun 30, 26

+1.01K

0.00%

HORIZON FINANCIAL SERVICES, LLC

993

Jun 30, 26

0.00%

UMB Bank, n.a.

885

Jun 30, 26

0.00%

IMG Wealth Management, Inc.

855

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

849

Jun 30, 26

+137

0.00%

Financial Gravity Companies, Inc.

847

Jun 30, 26

+847

0.00%

Geneos Wealth Management Inc.

810

Jun 30, 26

0.00%

Coston, McIsaac & Partners

740

Jun 30, 26

+740

0.00%

HOWE & RUSLING INC

729

Jun 30, 26

+171

0.00%

SHP Wealth Management

702

Jun 30, 26

-158

0.00%

Pinnacle Wealth Planning Services, Inc.

671

Jun 30, 26

+671

0.00%

TIAA Wealth Investment Management LLC

623

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

562

Jun 30, 26

+416

0.00%

Redwood Park Advisors LLC

544

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

537

Jun 30, 26

+140

0.00%

RAFFA WEALTH MANAGEMENT, LLC

537

Jun 30, 26

0.00%

MOTCO

534

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

521

Jun 30, 26

+521

0.00%

Crewe Advisors LLC

488

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

480

Jun 30, 26

+480

0.00%

Montgomery Financial Services LLC

465

Jun 30, 26

+465

0.00%

HANTZ FINANCIAL SERVICES, INC.

461

Jun 30, 26

-110

0.00%

Walsh & Associates, LLC

442

Jun 30, 26

+442

0.00%

TD Waterhouse Canada Inc.

420

Jun 30, 26

+420

0.00%

Strategic Wealth Partners, Ltd.

413

Jun 30, 26

0.00%

RHL GROUP, LLC

398

Jun 30, 26

-7

0.00%

MPWM ADVISORY SOLUTIONS, LLC

385

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

363

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

340

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

339

Jun 30, 26

0.00%

Corsicana & Co.

310

Jun 30, 26

+310

0.00%

Gleason Group, Inc.

238

Jun 30, 26

+238

0.00%

Triumph Capital Management

225

Jun 30, 26

0.00%

Synergy Investment Management, LLC

211

Jun 30, 26

0.00%

BAYBAN

209

Jun 30, 26

0.00%

Community Financial Services Group, LLC

209

Jun 30, 26

+209

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

206

Jun 30, 26

0.00%

JDM Financial Group LLC

200

Jun 30, 26

+200

0.00%

FAS Wealth Partners, Inc.

194

Jun 30, 26

+46

0.00%

Evolution Advisers, Inc.

160

Jun 30, 26

+160

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

157

Jun 30, 26

+157

0.00%

CULLEN/FROST BANKERS, INC.

151

Jun 30, 26

+151

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

150

Jun 30, 26

0.00%

Barnes Dennig Private Wealth Management LLC

149

Jun 30, 26

0.00%

Centennial Bank/AR/

133

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

132

Jun 30, 26

0.00%

West Branch Capital LLC

125

Jun 30, 26

0.00%

Aspect Partners, LLC

107

Jun 30, 26

+107

0.00%

PFS Partners, LLC

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

Jun 30, 26

0.00%

BESSEMER GROUP INC

Jun 30, 26

+40

0.00%

Rachor Investment Advisory Services, LLC

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

-10

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

Jun 30, 26

-2.05K

NWAM LLC

Jun 30, 26

-6.42K

CreativeOne Wealth, LLC

Jun 30, 26

-39.75K

CoreCap Advisors, LLC

Jun 30, 26

-6

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-1.59K

Team Financial Group, LLC

Jun 30, 26

-276

EVOKE WEALTH, LLC

Jun 30, 26

-2.13M

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-88.33K

GK Wealth Management LLC

Jun 30, 26

-208.03K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-43.10K

M Holdings Securities, Inc.

Jun 30, 26

-15.24K

BRYN MAWR TRUST Co

Jun 30, 26

-577

Kingdom Financial Group LLC.

Jun 30, 26

-150

KM Capital Management Ltd.

Jun 30, 26

-1.45K

EVOLVE PRIVATE WEALTH, LLC

Jun 30, 26

-63.20K

Brinker Capital Investments, LLC

Jun 30, 26

-16.44K

Johnson Financial Group, Inc.

Jun 30, 26

-408

THRIVENT FINANCIAL FOR LUTHERANS

Jun 30, 26

-63.57K

PlanVest Financial, Inc

Jun 30, 26

-298

PROTECTIVE LIFE CORP

Jun 30, 26

-4.98K

Lloyd Advisory Services, LLC.

Jun 30, 26

-150

Golden State Equity Partners

Jun 30, 26

-36.49K

HHM Wealth Advisors, LLC

Jun 30, 26

-421

Federation des caisses Desjardins du Quebec

Jun 30, 26

-16.20K

Ronald Blue Trust, Inc.

Jun 30, 26

-110.22K

Private Wealth Asset Management, LLC

Jun 30, 26

-12

Retirement Systems of Alabama

12.67M

Mar 31, 26

4.98%

COLDSTREAM CAPITAL MANAGEMENT INC

4.31M

Mar 31, 26

+15.80K

1.69%

Foster Group, Inc.

3.80M

Mar 31, 26

-135.82K

1.49%

Horizon Investments, LLC

2.78M

Mar 31, 26

+1.44M

1.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.68M

Mar 31, 26

+195.61K

1.05%

Vise Technologies, Inc.

2.67M

Mar 31, 26

1.05%

Cerity Partners LLC

2.32M

Mar 31, 26

+588.99K

0.91%

EVOKE WEALTH, LLC

2.13M

Mar 31, 26

+109.98K

0.84%

HighTower Advisors, LLC

2.07M

Mar 31, 26

+51.80K

0.81%

CI Private Wealth, LLC

1.65M

Mar 31, 26

-39.81K

0.65%

ENVESTNET ASSET MANAGEMENT INC

1.47M

Mar 31, 26

+371.57K

0.58%

Creative Planning

1.44M

Mar 31, 26

-50.12K

0.57%

FOUNDERS FINANCIAL SECURITIES LLC

1.40M

Mar 31, 26

+50.11K

0.55%

RAM Investment Partners, LLC

1.33M

Mar 31, 26

+36.73K

0.52%

CWM, LLC

1.27M

Mar 31, 26

+17.88K

0.50%

Buckingham Strategic Partners

1.23M

Mar 31, 26

+200.69K

0.48%

Aquire Wealth Advisors, LLC

1.09M

Mar 31, 26

+12.08K

0.43%

Klaas Financial Asset Advisors, LLC

1.08M

Mar 31, 26

+1.07M

0.42%

Great Point Wealth Advisors, LLC

1.07M

Mar 31, 26

-3.64K

0.42%

Resources Investment Advisors, LLC.

1.05M

Mar 31, 26

+10.86K

0.41%

Ledyard National Bank

1.00M

Mar 31, 26

+6.59K

0.39%

PARK AVENUE SECURITIES LLC

945.38K

Mar 31, 26

+44.94K

0.37%

RVW Wealth, LLC

858.57K

Mar 31, 26

-26.64K

0.34%

Physician Wealth Advisors, Inc.

779.26K

Mar 31, 26

+36.10K

0.31%

Bedel Financial Consulting, Inc.

774.00K

Mar 31, 26

+34.83K

0.30%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

769.87K

Mar 31, 26

-25.25K

0.30%

FIDUCIARY FINANCIAL GROUP, LLC

765.80K

Mar 31, 26

+51.99K

0.30%

Stadion Money Management, LLC

752.51K

Mar 31, 26

-54.57K

0.30%

MISSION WEALTH MANAGEMENT, LP

714.27K

Mar 31, 26

-59.18K

0.28%

Marquette Asset Management, LLC

697.28K

Mar 31, 26

+1.43K

0.27%

Clearstead Advisors, LLC

679.74K

Mar 31, 26

+4.11K

0.27%

BRIGHTON JONES LLC

672.69K

Mar 31, 26

+21.19K

0.26%

JFS WEALTH ADVISORS, LLC

671.73K

Mar 31, 26

-747

0.26%

Pioneer Wealth Management Group

662.69K

Mar 31, 26

+50.87K

0.26%

MCF Advisors LLC

645.43K

Mar 31, 26

+645.43K

0.25%

Apella Capital, LLC

610.14K

Mar 31, 26

+457.04K

0.24%

JPMORGAN CHASE & CO

606.36K

Mar 31, 26

-46.93K

0.24%

Modera Wealth Management, LLC

606.15K

Mar 31, 26

-9.32K

0.24%

RAYMOND JAMES FINANCIAL INC

601.96K

Mar 31, 26

+101.21K

0.24%

GRIMES & COMPANY, INC.

597.36K

Mar 31, 26

+47.91K

0.23%

BlueSky Wealth Advisors, LLC

592.36K

Mar 31, 26

+592.36K

0.23%

Pallas Capital Advisors LLC

584.86K

Mar 31, 26

-56.07K

0.23%

Berger Financial Group, Inc

574.78K

Mar 31, 26

-131.56K

0.23%

EVERGREEN CAPITAL MANAGEMENT LLC

572.97K

Mar 31, 26

+39.71K

0.23%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

563.00K

Mar 31, 26

+13.51K

0.22%

Wealth Dimensions Group, Ltd.

562.41K

Mar 31, 26

+27.26K

0.22%

Eqis Capital Management, Inc.

515.36K

Mar 31, 26

-26.94K

0.20%

Private Advisor Group, LLC

498.24K

Mar 31, 26

+6.88K

0.20%

VOISARD ASSET MANAGEMENT GROUP, INC.

497.96K

Mar 31, 26

+5.54K

0.20%

Sequoia Financial Advisors, LLC

478.57K

Mar 31, 26

-21.83K

0.19%

Confluence Wealth Services, Inc.

466.85K

Mar 31, 26

+18.29K

0.18%

Chico Wealth RIA

466.11K

Mar 31, 26

+24.92K

0.18%

COLLECTIVE FAMILY OFFICE LLC

458.92K

Mar 31, 26

+14.89K

0.18%

Avantax Planning Partners, Inc.

454.44K

Mar 31, 26

-13.38K

0.18%

Dynamic Advisor Solutions LLC

432.99K

Mar 31, 26

+9.74K

0.17%

DiNuzzo Private Wealth, Inc.

425.24K

Mar 31, 26

-9.24K

0.17%

Avondale Wealth Management

417.88K

Mar 31, 26

+32.41K

0.16%

Falcon Wealth Planning

415.75K

Mar 31, 26

-1.36M

0.16%

AWM CAPITAL, LLC

414.88K

Mar 31, 26

-1.17K

0.16%

Newman Dignan & Sheerar, Inc.

409.57K

Mar 31, 26

+31.34K

0.16%

MAI Capital Management

395.74K

Mar 31, 26

+54.67K

0.16%

BWM Planning, LLC

365.58K

Mar 31, 26

-34.70K

0.14%

Cresset Asset Management, LLC

343.80K

Mar 31, 26

-7.68K

0.14%

Vawter Financial, Ltd.

338.34K

Mar 31, 26

-9.84K

0.13%

EXENCIAL WEALTH ADVISORS, LLC

335.68K

Mar 31, 26

+3.30K

0.13%

DDFG, Inc

328.56K

Mar 31, 26

-23.16K

0.13%

ROCKLAND TRUST CO

318.62K

Mar 31, 26

-2.66K

0.13%

Forum Private Client Group LLC

317.05K

Mar 31, 26

+19.44K

0.12%

MML INVESTORS SERVICES, LLC

295.90K

Mar 31, 26

-18.84K

0.12%

Disciplined Investments, LLC

292.37K

Mar 31, 26

+11.33K

0.11%

AE Wealth Management LLC

287.56K

Mar 31, 26

+5.33K

0.11%

Beaird Harris Wealth Management, LLC

267.34K

Mar 31, 26

-6.21K

0.11%

Kure Advisory, LLC

266.67K

Mar 31, 26

+2.05K

0.10%

Vermillion & White Wealth Management Group, LLC

257.60K

Mar 31, 26

+30.86K

0.10%

CLARIS ADVISORS, LLC / MO /

255.75K

Mar 31, 26

+3.95K

0.10%

Security Financial Services, INC.

253.86K

Mar 31, 26

-160.14K

0.10%

Efficient Advisors, LLC

250.56K

Mar 31, 26

-161.90K

0.10%

Quantum Financial Advisors, LLC

247.63K

Mar 31, 26

-2.20K

0.10%

Compass Financial Group, Inc.

246.77K

Mar 31, 26

-1.90K

0.10%

Essential Planning, LLC.

241.14K

Mar 31, 26

-2.96K

0.09%

Baird Financial Group, Inc.

236.44K

Mar 31, 26

+55.17K

0.09%

GEM Asset Management, LLC

233.26K

Mar 31, 26

+25.25K

0.09%

Savant Capital, LLC

232.66K

Mar 31, 26

+116.60K

0.09%

Midwest Heritage Bank, FSB

226.65K

Mar 31, 26

+7.70K

0.09%

Oceanside Advisors LLC

215.86K

Mar 31, 26

+605

0.08%

Jacobi Capital Management LLC

206.56K

Mar 31, 26

+27.91K

0.08%

IronBridge Private Wealth, LLC

205.44K

Mar 31, 26

+205.44K

0.08%

Shore Point Advisors, LLC

204.96K

Mar 31, 26

-7.38K

0.08%

SRS Capital Advisors, Inc.

201.75K

Mar 31, 26

+6.60K

0.08%

Pathstone Holdings, LLC

200.49K

Mar 31, 26

+58.10K

0.08%

MBA Advisors LLC

194.56K

Mar 31, 26

+10.80K

0.08%

PINNACLE ASSOCIATES LTD

187.79K

Mar 31, 26

-28.78K

0.07%

Vermillion Wealth Management, Inc.

183.18K

Mar 31, 26

+14.67K

0.07%

Fort Henry Capital, LLC

174.90K

Mar 31, 26

-4.91K

0.07%

PENOBSCOT WEALTH MANAGEMENT

161.84K

Mar 31, 26

+22.90K

0.06%

PFG Advisors

161.81K

Mar 31, 26

+9.96K

0.06%

SUTTON PLACE INVESTORS LLC

157.70K

Mar 31, 26

+2.62K

0.06%

AA Financial Advisors, LLC

156.70K

Mar 31, 26

-134.10K

0.06%

IAG Wealth Partners, LLC

153.73K

Mar 31, 26

-3.54K

0.06%

Allworth Financial LP

153.61K

Mar 31, 26

+42.46K

0.06%

Two West Capital Advisors LLC

152.64K

Mar 31, 26

-3.33K

0.06%

Linscomb & Williams, Inc.

146.49K

Mar 31, 26

+4.85K

0.06%

American Capital Advisory, LLC

144.95K

Mar 31, 26

+35.02K

0.06%

VANCE WEALTH, INC.

143.58K

Mar 31, 26

+43.80K

0.06%

AlphaStar Capital Management, LLC

140.56K

Mar 31, 26

+12.45K

0.06%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

139.85K

Mar 31, 26

-6.92K

0.05%

Equitable Holdings, Inc.

139.38K

Mar 31, 26

+5.81K

0.05%

Employees' Retirement Fund of the City of Fort Worth

139.30K

Mar 31, 26

0.05%

RETIREMENT INCOME SOLUTIONS, INC

130.01K

Mar 31, 26

+17.92K

0.05%

Plancorp, LLC

125.50K

Mar 31, 26

0.05%

Daner Wealth Management, LLC

119.26K

Mar 31, 26

+2.30K

0.05%

Tillman Hartley LLC

115.54K

Mar 31, 26

+14.48K

0.05%

MOODY NATIONAL BANK TRUST DIVISION

115.32K

Mar 31, 26

+5.93K

0.05%

Jacobsen Capital Management

114.02K

Mar 31, 26

+114.02K

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

112.73K

Mar 31, 26

-4.36K

0.04%

Plan Group Financial, LLC

110.40K

Mar 31, 26

-34.33K

0.04%

BIP Wealth, LLC

109.21K

Mar 31, 26

+7.78K

0.04%

Financial Engines Advisors L.L.C.

104.93K

Mar 31, 26

-1.96K

0.04%

BAKER BOYER NATIONAL BANK

102.58K

Mar 31, 26

+1.50K

0.04%

HUTCHINSON CAPITAL MANAGEMENT/CA

98.28K

Mar 31, 26

+9.48K

0.04%

Family Management Corp

96.91K

Mar 31, 26

+96.91K

0.04%

Level Financial Advisors, Inc.

93.70K

Mar 31, 26

-3.84K

0.04%

Savvy Advisors, Inc.

92.52K

Mar 31, 26

+39.64K

0.04%

OAK HARBOR WEALTH PARTNERS, LLC

88.33K

Mar 31, 26

+3.57K

0.03%

180 WEALTH ADVISORS, LLC

85.57K

Mar 31, 26

+874

0.03%

Evanson Asset Management, LLC

85.26K

Mar 31, 26

-6.47K

0.03%

FMB WEALTH MANAGEMENT

85.05K

Mar 31, 26

-75.16K

0.03%

CGN Advisors LLC

83.89K

Mar 31, 26

-1.40K

0.03%

Elyxium Wealth, LLC

83.39K

Mar 31, 26

+29.93K

0.03%

Financial Symmetry Inc

82.59K

Mar 31, 26

+1.79K

0.03%

COMMERCE BANK

82.01K

Mar 31, 26

+82.01K

0.03%

Quad-Cities Investment Group, LLC

81.17K

Mar 31, 26

+3.81K

0.03%

Hilltop Holdings Inc.

80.80K

Mar 31, 26

+80.80K

0.03%

Aviance Capital Partners, LLC

79.66K

Mar 31, 26

+7.21K

0.03%

AQR CAPITAL MANAGEMENT LLC

79.48K

Mar 31, 26

+13.80K

0.03%

Lido Advisors, LLC

77.31K

Mar 31, 26

+77.31K

0.03%

Clarity Capital Advisors, LLC

72.38K

Mar 31, 26

+1.03K

0.03%

PEAPACK GLADSTONE FINANCIAL CORP

70.98K

Mar 31, 26

+2.26K

0.03%

Heritage Wealth Management, Inc. /CA/

69.34K

Mar 31, 26

+152

0.03%

Heritage Investment Group, Inc.

67.30K

Mar 31, 26

0.03%

Yoder Wealth Management, Inc.

64.26K

Mar 31, 26

0.03%

Mutual Advisors, LLC

63.91K

Mar 31, 26

+5.56K

0.03%

Lauer Wealth, LLC

63.11K

Mar 31, 26

-3.51K

0.02%

FinDec Wealth Services, Inc.

61.83K

Mar 31, 26

-9.38K

0.02%

SENTINEL WEALTH MANAGEMENT, INC.

61.30K

Mar 31, 26

-113

0.02%

Cambridge Investment Research Advisors, Inc.

60.86K

Mar 31, 26

+6.90K

0.02%

Fundamentum, LLC

60.76K

Mar 31, 26

-3.72K

0.02%

Porter White Investment Advisors, Inc.

59.23K

Mar 31, 26

-20

0.02%

Patriot Financial Group Insurance Agency, LLC

56.45K

Mar 31, 26

+28.13K

0.02%

Wealthfront Advisers LLC

56.29K

Mar 31, 26

+11.65K

0.02%

Syverson Strege & Co

51.68K

Mar 31, 26

-7.22K

0.02%

WADDELL & ASSOCIATES, LLC

51.36K

Mar 31, 26

-430

0.02%

Werba Rubin Papier Wealth Management

51.11K

Mar 31, 26

+2.66K

0.02%

Cedar Point Capital Partners, LLC

50.73K

Mar 31, 26

+50.73K

0.02%

JDH Wealth Management, LLC

50.16K

Mar 31, 26

0.02%

Atomi Financial Group, Inc.

49.02K

Mar 31, 26

+29.98K

0.02%

RENAISSANCE TECHNOLOGIES LLC

43.10K

Mar 31, 26

+43.10K

0.02%

Krilogy Financial LLC

42.73K

Mar 31, 26

0.02%

SEI INVESTMENTS CO

42.68K

Mar 31, 26

+6.80K

0.02%

Exeter Financial, LLC

41.43K

Mar 31, 26

+8.53K

0.02%

BAKER TILLY WEALTH MANAGEMENT, LLC

39.17K

Mar 31, 26

+4.46K

0.02%

Eldridge Investment Advisors, Inc.

38.97K

Mar 31, 26

+23.29K

0.02%

L & S Advisors Inc

38.32K

Mar 31, 26

-246

0.02%

Capital Investment Advisory Services, LLC

38.18K

Mar 31, 26

-907

0.02%

Cypress Point Wealth Management, LLC

36.79K

Mar 31, 26

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

35.66K

Mar 31, 26

-1.04K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

35.08K

Mar 31, 26

+1.34K

0.01%

Shearwater Capital LLC

33.96K

Mar 31, 26

0.01%

Montis Financial, LLC

33.71K

Mar 31, 26

+49

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

33.41K

Mar 31, 26

+9.08K

0.01%

Invst, LLC

33.13K

Mar 31, 26

+624

0.01%

NORTHERN TRUST CORP

30.66K

Mar 31, 26

0.01%

Greenspring Advisors, LLC

30.18K

Mar 31, 26

-1.22K

0.01%

TRUIST FINANCIAL CORP

28.16K

Mar 31, 26

+1.56K

0.01%

MITCHELL MCLEOD PUGH & WILLIAMS INC

27.41K

Mar 31, 26

+27.41K

0.01%

GARRISON POINT ADVISORS, LLC

26.78K

Mar 31, 26

+7.05K

0.01%

FOSTER & MOTLEY INC

26.72K

Mar 31, 26

-1.50K

0.01%

AlphaCore Capital LLC

25.27K

Mar 31, 26

0.01%

Strathmore Capital Advisors, Inc.

24.98K

Mar 31, 26

+11.80K

0.01%

PRIVATE TRUST CO NA

24.79K

Mar 31, 26

0.01%

rebel Financial LLC

24.05K

Mar 31, 26

-1.67K

0.01%

AIRE ADVISORS, LLC

23.52K

Mar 31, 26

-216

0.01%

Eaton-Cambridge Inc.

22.16K

Mar 31, 26

0.01%

WELLS FARGO & COMPANY/MN

21.75K

Mar 31, 26

+6.33K

0.01%

D.A. DAVIDSON & CO.

21.12K

Mar 31, 26

+2.57K

0.01%

Level Wealth Management LLC

20.94K

Mar 31, 26

-1.59K

0.01%

PRINCIPAL SECURITIES, INC.

20.88K

Mar 31, 26

-1.63K

0.01%

International Private Wealth Advisors LLC

20.41K

Mar 31, 26

+3.19K

0.01%

OKABENA INVESTMENT SERVICES INC

19.26K

Mar 31, 26

0.01%

Stratos Wealth Partners, LTD.

18.57K

Mar 31, 26

+1.43K

0.01%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

18.18K

Mar 31, 26

+2.10K

0.01%

Rockefeller Capital Management L.P.

17.30K

Mar 31, 26

+1.38K

0.01%

Cascade Wealth Advisors, Inc

16.85K

Mar 31, 26

0.01%

One Capital Management, LLC

16.83K

Mar 31, 26

-3.31K

0.01%

Cherry Tree Wealth Management, LLC

16.80K

Mar 31, 26

-161

0.01%

Merit Financial Group, LLC

16.46K

Mar 31, 26

+3.79K

0.01%

Federation des caisses Desjardins du Quebec

16.20K

Mar 31, 26

0.01%

SJS Investment Consulting Inc.

16.01K

Mar 31, 26

0.01%

Quantinno Capital Management LP

15.74K

Mar 31, 26

-411

0.01%

USAdvisors Wealth Management, LLC

15.73K

Mar 31, 26

-181

0.01%

tru Independence LLC

15.35K

Mar 31, 26

-2.31K

0.01%

Argent Trust Co

14.98K

Mar 31, 26

+4.08K

0.01%

Signature Resources Capital Management, LLC

14.56K

Mar 31, 26

-1.68K

0.01%

Concurrent Investment Advisors, LLC

14.27K

Mar 31, 26

+2.25K

0.01%

Apollon Wealth Management, LLC

14.21K

Mar 31, 26

-195

0.01%

Delap Wealth Advisory, LLC

14.18K

Mar 31, 26

0.01%

GDS Wealth Management

14.17K

Mar 31, 26

+14.17K

0.01%

Prosperity Planning, Inc.

13.00K

Mar 31, 26

-944

0.01%

Janney Montgomery Scott LLC

12.41K

Mar 31, 26

+257

0.00%

Passive Capital Management, LLC.

12.40K

Mar 31, 26

+3.57K

0.00%

Foundation Wealth Management, LLC\PA

11.77K

Mar 31, 26

+15

0.00%

Pinnacle Family Advisors, LLC

11.66K

Mar 31, 26

-35

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

11.34K

Mar 31, 26

-43

0.00%

IFG Advisors, LLC

11.29K

Mar 31, 26

-514

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

11.20K

Mar 31, 26

0.00%

WEALTHSPAN PARTNERS, LLC

11.18K

Mar 31, 26

+1.28K

0.00%

Presidio Capital Management, LLC

11.03K

Mar 31, 26

+2.57K

0.00%

HARBOUR INVESTMENTS, INC.

10.90K

Mar 31, 26

+10.78K

0.00%

RICHARDS, MERRILL & PETERSON, INC.

10.29K

Mar 31, 26

0.00%

Apollon Financial, LLC

10.12K

Mar 31, 26

+260

0.00%

First Command Advisory Services, Inc.

10.02K

Mar 31, 26

-621

0.00%

Concord Wealth Partners

9.95K

Mar 31, 26

+875

0.00%

VESTIA PERSONAL WEALTH ADVISORS

9.66K

Mar 31, 26

+15

0.00%

Skopos Labs, Inc.

9.38K

Mar 31, 26

+9.38K

0.00%

C M BIDWELL & ASSOCIATES LTD

9.22K

Mar 31, 26

0.00%

Vertex Planning Partners, LLC

8.82K

Mar 31, 26

+659

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

8.56K

Mar 31, 26

+8.56K

0.00%

BlackRock, Inc.

8.39K

Mar 31, 26

+8.39K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

8.30K

Mar 31, 26

+8.30K

0.00%

Gladstone Institutional Advisory LLC

8.20K

Mar 31, 26

-462

0.00%

Inspire Advisors, LLC

7.75K

Mar 31, 26

+7.75K

0.00%

Spire Wealth Management

7.61K

Mar 31, 26

0.00%

Facet Wealth, Inc.

7.16K

Mar 31, 26

+7.16K

0.00%

Smartleaf Asset Management LLC

6.87K

Mar 31, 26

-9.40K

0.00%

Bragg Financial Advisors, Inc

6.67K

Mar 31, 26

+6.67K

0.00%

Silver Oak Advisory Group, Inc.

6.57K

Mar 31, 26

+248

0.00%

STAGE HARBOR FINANCIAL, LLC

6.17K

Mar 31, 26

+6.17K

0.00%

Marshall Financial Group LLC

6.13K

Mar 31, 26

+6.13K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

5.94K

Mar 31, 26

-408

0.00%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

5.91K

Mar 31, 26

+5.91K

0.00%

Parkside Financial Bank & Trust

5.25K

Mar 31, 26

-375

0.00%

Hurley Capital, LLC

4.63K

Mar 31, 26

-214

0.00%

Smallwood Wealth Investment Management, LLC

4.03K

Mar 31, 26

0.00%

North Star Investment Management Corp.

3.53K

Mar 31, 26

0.00%

US BANCORP \DE\

3.33K

Mar 31, 26

+494

0.00%

JONES FINANCIAL COMPANIES LLLP

3.04K

Mar 31, 26

+1.32K

0.00%

ASSETMARK, INC

2.55K

Mar 31, 26

+1.13K

0.00%

NATIONAL BANK OF CANADA /FI/

2.24K

Mar 31, 26

+2.24K

0.00%

VANGUARD ADVISERS INC

2.08K

Mar 31, 26

+2.08K

0.00%

Qube Research & Technologies Ltd

2.05K

Mar 31, 26

+2.05K

0.00%

GRAND WEALTH MANAGEMENT, LLC

1.59K

Mar 31, 26

0.00%

SITTNER & NELSON, LLC

1.53K

Mar 31, 26

0.00%

Pinnacle Bancorp, Inc.

1.49K

Mar 31, 26

+1.00K

0.00%

Atlantic Private Wealth, LLC

1.41K

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.05K

Mar 31, 26

+1.05K

0.00%

IMG Wealth Management, Inc.

855

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

847

Mar 31, 26

0.00%

Anfield Capital Management, LLC

739

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

574

Mar 31, 26

+399

0.00%

HANTZ FINANCIAL SERVICES, INC.

571

Mar 31, 26

0.00%

HOWE & RUSLING INC

558

Mar 31, 26

-96

0.00%

MOTCO

534

Mar 31, 26

-2.51K

0.00%

Johnson Financial Group, Inc.

408

Mar 31, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

363

Mar 31, 26

0.00%

Team Financial Group, LLC

276

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

206

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

150

Mar 31, 26

0.00%

Centennial Bank/AR/

133

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

PFS Partners, LLC

Mar 31, 26

0.00%

Rachor Investment Advisory Services, LLC

Mar 31, 26

-1

0.00%

Golden State Wealth Management, LLC

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

0.00%

Westwood Wealth Management

Mar 31, 26

-8.41K

Quadrature Capital Ltd

Mar 31, 26

-6.96K

JNBA Financial Advisors

Mar 31, 26

-1

TUCKER ASSET MANAGEMENT LLC

Mar 31, 26

-193

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-416

Diversify Advisory Services, LLC

Mar 31, 26

-33.38K

ISLAY CAPITAL MANAGEMENT, LLC

Mar 31, 26

-450

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-1.46K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-11.96K

Prestige Wealth Management Group LLC

Mar 31, 26

-166

Capital Advisors, Ltd. LLC

Mar 31, 26

-824

Fisher Asset Management, LLC

Mar 31, 26

-10.17K

BESSEMER GROUP INC

Mar 31, 26

-521

SOL Capital Management CO

Mar 31, 26

-226.95K

Clear Creek Financial Management, LLC

Mar 31, 26

-68.28K

Simplicity Wealth,LLC

Mar 31, 26

-6.42K

PURE PORTFOLIOS HOLDINGS LLC

184.66K

Dec 31, 25

+378

0.07%

Edge Financial Advisors LLC

100.96K

Dec 31, 25

+5.59K

0.04%

Heritage Financial Services, LLC

98.20K

Dec 31, 25

+3.38K

0.04%

FineMark National Bank & Trust

52.62K

Dec 31, 25

+24.97K

0.02%

Grunden Financial Advisory, Inc.

43.22K

Dec 31, 25

0.02%

COMERICA BANK

31.04K

Dec 31, 25

-1.78K

0.01%

Quent Long Short Global Small Cap Fund, LP

13.34K

Dec 31, 25

+13.34K

0.01%

VanderPol Investments L.L.C.

10.29K

Dec 31, 25

-421

0.00%

Running Point Capital Advisors, LLC

546

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

+36

0.00%

Motiv8 Investments LLC

Dec 31, 25

+22

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-303

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-291.63K

Total Wealth Planning, LLC

Dec 31, 25

-62.92K

PBMares Wealth Management LLC

397.20K

Sep 30, 25

+26.53K

0.16%

Willow Creek Wealth Management Inc.

195.53K

Sep 30, 25

+5.59K

0.08%

Binnacle Investments Inc

189.61K

Sep 30, 25

+3.90K

0.07%

SYNOVUS FINANCIAL CORP

29.40K

Sep 30, 25

+9.54K

0.01%

Fortress Wealth Management, Inc.

23.19K

Sep 30, 25

+359

0.01%

Bristlecone Advisors, LLC

16.91K

Sep 30, 25

+965

0.01%

AVANTAX ADVISORY SERVICES, INC.

1.51M

Jun 30, 25

+808.59K

0.59%

Enterprise Bank & Trust Co

318.24K

Jun 30, 25

+14.83K

0.13%

Martin Worley Group

173.90K

Jun 30, 25

+27.65K

0.07%

PrairieView Partners, LLC

71.75K

Jun 30, 25

+14.27K

0.03%

Waypoint Wealth Partners Inc.

69.06K

Jun 30, 25

-7.99K

0.03%

KRAFT ASSET MANAGEMENT, LLC

16.11K

Jun 30, 25

+4.74K

0.01%

Good Life Advisors, LLC

7.46K

Jun 30, 25

+7.46K

0.00%

Parkworth Wealth Management, Inc.

6.58K

Jun 30, 25

-2.17K

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-13

Cable Hill Partners, LLC

2.52M

Mar 31, 25

+56.53K

0.99%

Aveo Capital Partners, LLC

716.14K

Mar 31, 25

-2.28K

0.28%

Rappaport Reiches Capital Management, LLC

225.81K

Mar 31, 25

+13.01K

0.09%

Vista Wealth Management Group, LLC

74.19K

Mar 31, 25

-4.47K

0.03%

Cahill Wealth Management, LLC

62.65K

Mar 31, 25

+3.79K

0.02%

Orion Portfolio Solutions, LLC

21.18K

Mar 31, 25

-15.47K

0.01%

Corrigan Financial, Inc.

18.77K

Mar 31, 25

+8.62K

0.01%

Safeguard Financial, LLC

Mar 31, 25

-10.09K

PRIVATE CAPITAL MANAGEMENT LLC

405.68K

Dec 31, 24

+17.31K

0.16%

Cassady Schiller Wealth Management, LLC

243.66K

Dec 31, 24

+59.13K

0.10%

WMS Partners, LLC

27.17K

Dec 31, 24

-76

0.01%

Sanctuary Wealth Management, L.L.C.

3.25K

Dec 31, 24

0.00%

Householder Group Estate & Retirement Specialist, LLC

1.58K

Dec 31, 24

-1.38K

0.00%

Financial Planning & Information Services, Inc.

837.62K

Sep 30, 24

+35.91K

0.33%

Raymond James Financial Services Advisors, Inc.

716.52K

Sep 30, 24

+2.51K

0.28%

RAYMOND JAMES & ASSOCIATES

84.79K

Sep 30, 24

-6.21K

0.03%

Annapolis Financial Services, LLC

83.85K

Sep 30, 24

-2.45K

0.03%

Bridge Advisory, LLC

35.82K

Sep 30, 24

+340

0.01%

RAYMOND JAMES TRUST N.A.

14.04K

Sep 30, 24

-607

0.01%

Private Ocean, LLC

2.17M

Jun 30, 24

+108.00K

0.85%

BUCKINGHAM STRATEGIC WEALTH, LLC

993.11K

Jun 30, 24

-3.66K

0.39%

WALDEN WEALTH PARTNERS LLC

39.61K

Jun 30, 24

+358

0.02%

HoyleCohen, LLC

22.47K

Jun 30, 24

-210

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.45K

Jun 30, 24

+100

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-190.93K

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

490.96K

Mar 31, 24

+9.50K

0.19%

FirstPurpose Wealth LLC

286.13K

Mar 31, 24

+13.95K

0.11%

ML & R WEALTH MANAGEMENT LLC

149.62K

Mar 31, 24

-23.97K

0.06%

Cetera Advisor Networks LLC

96.84K

Mar 31, 24

+11.15K

0.04%

SOUNDMARK WEALTH MANAGEMENT, LLC

38.53K

Mar 31, 24

-878

0.02%

Bromfield Sneider Wealth Advisors

5.17K

Mar 31, 24

0.00%

Landmark Financial Advisors, LLC

176.17K

Dec 31, 23

+51.40K

0.07%

WEALTHSOURCE PARTNERS, LLC

48.00K

Dec 31, 23

-3.46K

0.02%

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

40.51K

Dec 31, 23

-10.65K

0.02%

RESOURCE CONSULTING GROUP INC

13.15K

Dec 31, 23

+13.15K

0.01%

Bartlett & Co. LLC

1.83K

Dec 31, 23

+1.83K

0.00%

3D/L Capital Management, LLC

684.95K

Sep 30, 23

-17.82K

0.27%

BEDEL FINANCIAL CONSULTING INC

516.15K

Sep 30, 23

+516.15K

0.20%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

351.17K

Sep 30, 23

+59

0.14%

PATHSTONE FAMILY OFFICE, LLC

62.16K

Sep 30, 23

-23.54K

0.02%

ADVISOR PARTNERS II, LLC

25.23K

Sep 30, 23

+2.11K

0.01%

TRIAD FINANCIAL ADVISORS, INC.

13.24K

Sep 30, 23

+34

0.01%

Steward Financial Group LLC

1.72K

Sep 30, 23

0.00%

First Command Financial Services, Inc.

121.20K

Jun 30, 23

-30.58K

0.05%

First Command Bank

121.20K

Jun 30, 23

-30.58K

0.05%

Relaxing Retirement Coach

35.66K

Jun 30, 23

-11.74K

0.01%

Baldrige Asset Management LLC

106.00K

Mar 31, 23

+15.99K

0.04%

Brainard Capital Management LLC

28.71K

Mar 31, 23

+2.91K

0.01%

STONNINGTON GROUP, LLC

22.05K

Mar 31, 23

+10.81K

0.01%

Laurel Wealth Advisors, Inc.

79.52K

Dec 31, 22

+40.69K

0.03%

RESOLUTE FINANCIAL, LLC

15.86K

Dec 31, 22

+496

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

1.09M

Sep 30, 22

+638.42K

0.43%

DOWLING & YAHNKE LLC

253.08K

Sep 30, 22

+232.49K

0.10%

Portfolio Solutions, LLC

249.75K

Sep 30, 22

+85.40K

0.10%

CPWM, LLC

136.51K

Sep 30, 22

-177

0.05%

Covington Capital Management

964

Sep 30, 22

-49

0.00%

BLUESTEIN R H & CO LLC

Sep 30, 22

-11.40K

Cordasco Financial Network

Jun 30, 22

0.00%

Adams Chetwood Wealth Management LLC

158.33K

Mar 31, 22

+12.35K

0.06%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

34.42K

Mar 31, 22

-17.53K

0.01%

Dixon Hughes Goodman Wealth Advisors LLC

2.58K

Mar 31, 22

+2.12K

0.00%

Mosaic Family Wealth, LLC

10.82K

Dec 31, 21

-165

0.00%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

113.13K

Jun 30, 21

+67.84K

0.04%

WealthStone, Inc.

Mar 31, 21

-367.79K