Dimensional - US Small Cap ETF(DFAS)

$80.74—Stale · unknown old

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Dimensional - US Small Cap ETF(DFAS)

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$80.74—Stale · unknown old

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DFAS(DFAS)

DFAS

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Holder

Date

Change

% Held

Creative Planning

27.82M

Jun 30, 26

+1.59M

14.79%

NORTHERN TRUST CORP

9.45M

Jun 30, 26

+255.96K

5.02%

BANK OF AMERICA CORP /DE/

6.82M

Jun 30, 26

+202.43K

3.63%

Index Fund Advisors, Inc.

5.89M

Jun 30, 26

-13.20K

3.13%

Colony Group, LLC

3.28M

Jun 30, 26

-170.51K

1.74%

Pure Financial Advisors, LLC

3.26M

Jun 30, 26

+64.79K

1.73%

TCI Wealth Advisors, Inc.

2.82M

Jun 30, 26

+225.90K

1.50%

Root Financial Partners, LLC

2.33M

Jun 30, 26

+743.24K

1.24%

Vise Technologies, Inc.

2.24M

Jun 30, 26

+979.96K

1.19%

ENVESTNET ASSET MANAGEMENT INC

1.87M

Jun 30, 26

+151.72K

1.00%

MERCER GLOBAL ADVISORS INC /ADV

1.51M

Jun 30, 26

+147.84K

0.80%

Midwest Trust Co

1.33M

Jun 30, 26

-47.81K

0.71%

Savant Capital, LLC

1.28M

Jun 30, 26

+186.79K

0.68%

BANK OF MONTREAL /CAN/

1.25M

Jun 30, 26

+35.60K

0.66%

Plancorp, LLC

1.25M

Jun 30, 26

-23.58K

0.66%

Confluence Wealth Services, Inc.

1.24M

Jun 30, 26

+192.11K

0.66%

Evanson Financial, LLC

1.22M

Jun 30, 26

+1.22M

0.65%

ROYAL BANK OF CANADA

1.20M

Jun 30, 26

-23.06K

0.64%

Great Waters Wealth Management

1.15M

Jun 30, 26

+53.56K

0.61%

HighTower Advisors, LLC

1.13M

Jun 30, 26

+131.27K

0.60%

RAYMOND JAMES FINANCIAL INC

1.13M

Jun 30, 26

+99.59K

0.60%

WASHINGTON TRUST BANK

1.12M

Jun 30, 26

-25.48K

0.59%

UBS Group AG

1.07M

Jun 30, 26

+53.11K

0.57%

Moisand Fitzgerald Tamayo, LLC

979.62K

Jun 30, 26

+9.18K

0.52%

Buckingham Strategic Partners

943.40K

Jun 30, 26

+3.40K

0.50%

LPL Financial LLC

942.76K

Jun 30, 26

+48.07K

0.50%

Sageworth Trust Co

919.44K

Jun 30, 26

-48.36K

0.49%

Pathstone Holdings, LLC

908.78K

Jun 30, 26

+54.22K

0.48%

DAVENPORT & Co LLC

901.28K

Jun 30, 26

+146.63K

0.48%

First Command Advisory Services, Inc.

887.28K

Jun 30, 26

-204.88K

0.47%

BROWN ADVISORY INC

878.68K

Jun 30, 26

+88.62K

0.47%

Bernicke Wealth Management, Ltd.

833.70K

Jun 30, 26

+16.61K

0.44%

Bleakley Financial Group, LLC

820.21K

Jun 30, 26

+70.03K

0.44%

Wealth Management Nebraska

808.41K

Jun 30, 26

+58.05K

0.43%

Stordahl Capital Management, Inc.

724.32K

Jun 30, 26

+12.43K

0.39%

MASSMUTUAL TRUST CO FSB/ADV

719.31K

Jun 30, 26

-16.11K

0.38%

DiNuzzo Private Wealth, Inc.

719.17K

Jun 30, 26

-16.38K

0.38%

Cerity Partners LLC

704.90K

Jun 30, 26

+135.97K

0.37%

Mariner, LLC

685.88K

Jun 30, 26

+39.54K

0.36%

Chicago Partners Investment Group LLC

684.52K

Jun 30, 26

+3.07K

0.36%

Cetera Investment Advisers

679.28K

Jun 30, 26

+39.21K

0.36%

EP Wealth Advisors, LLC

676.19K

Jun 30, 26

-1.02K

0.36%

COMMONWEALTH EQUITY SERVICES, LLC

673.03K

Jun 30, 26

+113

0.36%

Three Arch Wealth Management LLC

622.03K

Jun 30, 26

-8.07K

0.33%

SAX WEALTH ADVISORS, LLC

603.27K

Jun 30, 26

+55.56K

0.32%

DIXON FNANCIAL SERVICES, INC.

553.68K

Jun 30, 26

-3.81K

0.29%

THRIVENT FINANCIAL FOR LUTHERANS

549.40K

Jun 30, 26

+67.17K

0.29%

Elser Financial Planning, Inc

539.35K

Jun 30, 26

-16.32K

0.29%

TRUIST FINANCIAL CORP

516.15K

Jun 30, 26

-75.64K

0.27%

Modera Wealth Management, LLC

511.56K

Jun 30, 26

+4.32K

0.27%

KWMG, LLC

511.52K

Jun 30, 26

+16.82K

0.27%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

511.23K

Jun 30, 26

+20.06K

0.27%

Beaird Harris Wealth Management, LLC

505.29K

Jun 30, 26

-24.21K

0.27%

Hurlow Wealth Management Group, Inc.

504.19K

Jun 30, 26

+24.00K

0.27%

CI Private Wealth, LLC

493.38K

Jun 30, 26

-101.34K

0.26%

ADVISOR GROUP HOLDINGS, INC.

492.15K

Jun 30, 26

+39.63K

0.26%

Richard Young Associates, Ltd.

463.84K

Jun 30, 26

+3.41K

0.25%

DecisionPoint Financial, LLC

451.31K

Jun 30, 26

+27.76K

0.24%

Austin Asset Management Co Inc

447.77K

Jun 30, 26

-14.92K

0.24%

Heritage Investment Group, Inc.

433.17K

Jun 30, 26

-7.79K

0.23%

FINANCIAL CONSULATE, INC

433.10K

Jun 30, 26

+10.50K

0.23%

Heritage Wealth Management, Inc./Texas

426.64K

Jun 30, 26

-7.67K

0.23%

Cambridge Investment Research Advisors, Inc.

420.59K

Jun 30, 26

+34.30K

0.22%

Sequoia Financial Advisors, LLC

420.31K

Jun 30, 26

-9.52K

0.22%

PHILLIPS FINANCIAL MANAGEMENT, LLC

418.58K

Jun 30, 26

-15.64K

0.22%

JONES FINANCIAL COMPANIES LLLP

399.58K

Jun 30, 26

+91.29K

0.21%

ACORN CREEK CAPITAL LLC

392.05K

Jun 30, 26

-35.67K

0.21%

Farther Finance Advisors, LLC

388.14K

Jun 30, 26

+6.67K

0.21%

CAPTRUST FINANCIAL ADVISORS

368.47K

Jun 30, 26

+6.40K

0.20%

Tanager Wealth Management LLP

366.50K

Jun 30, 26

-22.84K

0.19%

Disciplined Equity Management, Inc.

365.93K

Jun 30, 26

+16.36K

0.19%

Beacon Pointe Advisors, LLC

361.15K

Jun 30, 26

+1.91K

0.19%

ASSETMARK, INC

359.28K

Jun 30, 26

+356.32K

0.19%

CHOREO, LLC

358.85K

Jun 30, 26

-934

0.19%

FIFTH THIRD BANCORP

358.60K

Jun 30, 26

-33.01K

0.19%

Apella Capital, LLC

357.93K

Jun 30, 26

+6.39K

0.19%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

354.82K

Jun 30, 26

+2.06K

0.19%

Your Advocates Ltd., LLP

347.76K

Jun 30, 26

+955

0.18%

Tillman Hartley LLC

342.42K

Jun 30, 26

+6.26K

0.18%

Guardian Wealth Management, LLC

338.39K

Jun 30, 26

-2.14K

0.18%

BUILDER INVESTMENT GROUP INC /ADV

324.82K

Jun 30, 26

+9.21K

0.17%

Foster Group, Inc.

321.17K

Jun 30, 26

-2.69K

0.17%

Advisory Alpha, LLC

320.06K

Jun 30, 26

+23.30K

0.17%

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

317.42K

Jun 30, 26

+74

0.17%

Tilson Financial Group, Inc.

314.79K

Jun 30, 26

+5.90K

0.17%

JACKSON THORNTON ASSET MANAGEMENT, LLC

309.33K

Jun 30, 26

-1.85K

0.16%

Parkwoods Wealth Partners, LLC

304.73K

Jun 30, 26

+15.85K

0.16%

Timonier Family Office, LTD.

302.82K

Jun 30, 26

+302.82K

0.16%

MISSION WEALTH MANAGEMENT, LP

301.92K

Jun 30, 26

+9.58K

0.16%

Planning Center, Inc.

300.50K

Jun 30, 26

+34

0.16%

Forum Private Client Group LLC

298.12K

Jun 30, 26

+2.66K

0.16%

WELLS FARGO & COMPANY/MN

295.41K

Jun 30, 26

-4.05K

0.16%

PCA Investment Advisory Services Inc.

295.30K

Jun 30, 26

-23.06K

0.16%

PINNEY & SCOFIELD, INC.

290.95K

Jun 30, 26

-1.42K

0.15%

HILL ISLAND FINANCIAL LLC

289.88K

Jun 30, 26

+5.22K

0.15%

Pillar Financial Advisors, LLC

289.79K

Jun 30, 26

-31

0.15%

MONOGRAPH WEALTH ADVISORS, LLC

286.22K

Jun 30, 26

+16.40K

0.15%

McNamara Financial Services, Inc.

283.05K

Jun 30, 26

-440

0.15%

MASECO LLP

282.79K

Jun 30, 26

-4.85K

0.15%

Financial Synergies Wealth Advisors, Inc.

278.69K

Jun 30, 26

-4.67K

0.15%

BlackRock, Inc.

274.92K

Jun 30, 26

+70.77K

0.15%

STIFEL FINANCIAL CORP

271.18K

Jun 30, 26

+12.94K

0.14%

Allodium Investment Consultants, LLC

270.82K

Jun 30, 26

-6.95K

0.14%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

269.12K

Jun 30, 26

-33.66K

0.14%

PARK AVENUE SECURITIES LLC

264.62K

Jun 30, 26

+31.24K

0.14%

Clear Creek Financial Management, LLC

263.07K

Jun 30, 26

+121.12K

0.14%

EnRich Financial Partners LLC

255.56K

Jun 30, 26

-1.08K

0.14%

AdvisorNet Financial, Inc

255.15K

Jun 30, 26

-3.10K

0.14%

WPWealth LLP

253.92K

Jun 30, 26

-7.12K

0.13%

LRI Investments, LLC

251.90K

Jun 30, 26

-308

0.13%

Tassel Capital Management, Inc.

250.56K

Jun 30, 26

-20.70K

0.13%

Financial Engines Advisors L.L.C.

248.06K

Jun 30, 26

+39.55K

0.13%

FORVIS Wealth Advisors, LLC

244.22K

Jun 30, 26

-13.43K

0.13%

JPMORGAN CHASE & CO

241.73K

Jun 30, 26

+2.64K

0.13%

McLean Asset Management Corp

241.47K

Jun 30, 26

-16.08K

0.13%

HARBOUR INVESTMENTS, INC.

239.33K

Jun 30, 26

+14.64K

0.13%

Lutz Financial Services LLC

238.33K

Jun 30, 26

-495

0.13%

Resources Investment Advisors, LLC.

236.99K

Jun 30, 26

+635

0.13%

M Holdings Securities, Inc.

235.67K

Jun 30, 26

-133.36K

0.13%

G2 CAPITAL MANAGEMENT, LLC / OH

234.83K

Jun 30, 26

+4.71K

0.12%

CLUNE & ASSOCIATES, LTD.

226.61K

Jun 30, 26

-11.55K

0.12%

McGlone Suttner Wealth Management, Inc.

226.11K

Jun 30, 26

+6.90K

0.12%

New Hampshire Trust

225.41K

Jun 30, 26

-8.52K

0.12%

SENTINEL WEALTH MANAGEMENT, INC.

224.55K

Jun 30, 26

+2.24K

0.12%

West Financial Advisors, LLC

224.34K

Jun 30, 26

+10.96K

0.12%

True Link Financial Advisors, LLC

220.66K

Jun 30, 26

+2.00K

0.12%

Aspen Capital Management, LLC

214.18K

Jun 30, 26

-2.08K

0.11%

First Bancorp, Inc /ME/

206.00K

Jun 30, 26

+28.87K

0.11%

Dynamic Advisor Solutions LLC

200.65K

Jun 30, 26

-5.05K

0.11%

Midwest Heritage Bank, FSB

199.46K

Jun 30, 26

+1.62K

0.11%

CGN Advisors LLC

197.46K

Jun 30, 26

+64.09K

0.10%

Bridgewater Advisors Inc.

193.87K

Jun 30, 26

+8.53K

0.10%

Spinnaker Investment Group, LLC

192.13K

Jun 30, 26

+21.76K

0.10%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

191.91K

Jun 30, 26

+2.71K

0.10%

AIRE ADVISORS, LLC

190.98K

Jun 30, 26

+2.74K

0.10%

Pacific Sage Partners, LLC

190.25K

Jun 30, 26

+12.68K

0.10%

Wescott Financial Advisory Group, LLC

189.93K

Jun 30, 26

+4.80K

0.10%

Burk Holdings LLC

188.59K

Jun 30, 26

+11.41K

0.10%

Conservest Capital Advisors, Inc.

186.25K

Jun 30, 26

-414

0.10%

AQR CAPITAL MANAGEMENT LLC

185.72K

Jun 30, 26

+21.72K

0.10%

B&D White Capital Company, LLC

185.23K

Jun 30, 26

-1.08K

0.10%

CONNABLE OFFICE INC

184.56K

Jun 30, 26

+1.44K

0.10%

Mendota Financial Group, LLC

183.81K

Jun 30, 26

+16.89K

0.10%

American Investment Services, Inc.

183.70K

Jun 30, 26

+4.41K

0.10%

Sterling Wealth Management, Inc.

182.37K

Jun 30, 26

-3.05K

0.10%

Trinity Financial Advisors LLC

181.08K

Jun 30, 26

+1.57K

0.10%

MML INVESTORS SERVICES, LLC

180.55K

Jun 30, 26

+15.97K

0.10%

Summit Wealth Group, LLC

179.90K

Jun 30, 26

+6.27K

0.10%

Invst, LLC

177.55K

Jun 30, 26

+9.78K

0.09%

Modern Wealth Management, LLC

176.44K

Jun 30, 26

+1.09K

0.09%

JGP Wealth Management, LLC

175.50K

Jun 30, 26

+4.00K

0.09%

SRS Capital Advisors, Inc.

175.49K

Jun 30, 26

+35.41K

0.09%

Pioneer Wealth Management Group

174.60K

Jun 30, 26

+13.06K

0.09%

One Capital Management, LLC

173.61K

Jun 30, 26

0.09%

MAI Capital Management

173.30K

Jun 30, 26

+22.15K

0.09%

Smartleaf Asset Management LLC

168.97K

Jun 30, 26

0.09%

AXXCESS WEALTH MANAGEMENT, LLC

166.91K

Jun 30, 26

+166.91K

0.09%

DRAVO BAY LLC

163.34K

Jun 30, 26

+15.33K

0.09%

Allworth Financial LP

161.54K

Jun 30, 26

-68.98K

0.09%

Granite Harbor Advisors, Inc.

159.25K

Jun 30, 26

+23.65K

0.08%

Clearstead Advisors, LLC

158.74K

Jun 30, 26

+7.58K

0.08%

Baird Financial Group, Inc.

155.02K

Jun 30, 26

+8.57K

0.08%

Atria Investments, Inc

153.75K

Jun 30, 26

+153.75K

0.08%

Wealth Management Partners, LLC

153.37K

Jun 30, 26

+5.22K

0.08%

MORGAN STANLEY

152.74K

Jun 30, 26

+262

0.08%

VeraBank, N.A.

152.68K

Jun 30, 26

+13.12K

0.08%

Wood Tarver Financial Group, LLC

149.09K

Jun 30, 26

+8.64K

0.08%

WEBSTER BANK, N. A.

147.59K

Jun 30, 26

-3.31K

0.08%

WorthPointe, LLC

146.99K

Jun 30, 26

-2.81K

0.08%

FIRST NATIONAL BANK SIOUX FALLS

144.79K

Jun 30, 26

0.08%

Envision Financial Planning, LLC

143.15K

Jun 30, 26

-1.47K

0.08%

Gemmer Asset Management LLC

143.01K

Jun 30, 26

+4.63K

0.08%

Spire Wealth Management

141.58K

Jun 30, 26

+3.28K

0.08%

Forum Financial Management, LP

141.46K

Jun 30, 26

-4.43K

0.08%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

141.09K

Jun 30, 26

+2.49K

0.07%

Colorado Capital Management, Inc.

138.52K

Jun 30, 26

-4.01K

0.07%

Capital Analysts, LLC

138.46K

Jun 30, 26

+15.37K

0.07%

GEM Asset Management, LLC

136.61K

Jun 30, 26

+3.78K

0.07%

Daner Wealth Management, LLC

135.56K

Jun 30, 26

-981

0.07%

Discipline Wealth Solutions, LLC

134.70K

Jun 30, 26

+21.13K

0.07%

KELLEHER FINANCIAL ADVISORS

134.53K

Jun 30, 26

+85.71K

0.07%

Ballentine Capital Advisors, Inc

132.29K

Jun 30, 26

+2.14K

0.07%

1900 WEALTH MANAGEMENT LLC

130.66K

Jun 30, 26

-987

0.07%

CURIO WEALTH, LLC

130.30K

Jun 30, 26

+6.25K

0.07%

Waterfront Wealth Inc.

129.37K

Jun 30, 26

-559

0.07%

Rehmann Capital Advisory Group

127.13K

Jun 30, 26

+95.44K

0.07%

Hardy Reed LLC

126.53K

Jun 30, 26

+3.52K

0.07%

CarsonAllaria Wealth Management, Ltd.

125.62K

Jun 30, 26

+993

0.07%

TFO-TDC, LLC

123.26K

Jun 30, 26

-2.10K

0.07%

CAPITAL PERFORMANCE ADVISORS LLP

122.07K

Jun 30, 26

-9.65K

0.06%

Syverson Strege & Co

121.63K

Jun 30, 26

-59.05K

0.06%

VESTIA PERSONAL WEALTH ADVISORS

120.76K

Jun 30, 26

+4.17K

0.06%

KEB ASSET MANAGEMENT, LLC

120.16K

Jun 30, 26

+1.99K

0.06%

Kestra Advisory Services, LLC

120.00K

Jun 30, 26

-7.75K

0.06%

Cedar Point Capital Partners, LLC

119.98K

Jun 30, 26

+3.20K

0.06%

Vermillion Wealth Management, Inc.

119.26K

Jun 30, 26

-2.39K

0.06%

MBA Advisors LLC

118.73K

Jun 30, 26

+17.61K

0.06%

Pinnacle Financial Group, LLC / IL

114.47K

Jun 30, 26

+1.59K

0.06%

Cascade Wealth Advisors, Inc

113.73K

Jun 30, 26

+7.77K

0.06%

ASPIRIANT, LLC

113.30K

Jun 30, 26

-1.64K

0.06%

KPP Advisory Services LLC

111.95K

Jun 30, 26

-599

0.06%

Platform Technology Partners

111.35K

Jun 30, 26

+11.30K

0.06%

Yardley Wealth Management LLC

109.98K

Jun 30, 26

+1.44K

0.06%

CARDIFF PARK ADVISORS, LLC

109.86K

Jun 30, 26

+4.72K

0.06%

DEMMING FINANCIAL SERVICES CORP /ADV

108.96K

Jun 30, 26

-173

0.06%

Ruedi Wealth Management, Inc.

108.72K

Jun 30, 26

-704

0.06%

Forza Wealth Management, LLC

106.32K

Jun 30, 26

+3.62K

0.06%

Aegis Wealth Management LLC

105.20K

Jun 30, 26

+1.26K

0.06%

TME FINANCIAL, INC.

103.73K

Jun 30, 26

+40.41K

0.06%

CLARIS ADVISORS, LLC / MO /

103.41K

Jun 30, 26

-2.37K

0.05%

RFG Advisory, LLC

102.29K

Jun 30, 26

-2.44K

0.05%

Ruggaard & Associates LLC

102.25K

Jun 30, 26

-1.60K

0.05%

LAM GROUP, INC.

101.14K

Jun 30, 26

-132

0.05%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

100.41K

Jun 30, 26

+296

0.05%

Sageworth Trust Co of South Dakota

98.70K

Jun 30, 26

+15.88K

0.05%

JDH Wealth Management, LLC

98.26K

Jun 30, 26

-998

0.05%

Cordant, Inc.

97.48K

Jun 30, 26

+7.78K

0.05%

Pinnacle Financial Partners, Inc.

97.20K

Jun 30, 26

+3.40K

0.05%

SeedSafe Financial LLC

96.63K

Jun 30, 26

+9.10K

0.05%

Navigoe, LLC

95.55K

Jun 30, 26

-640

0.05%

Rockefeller Capital Management L.P.

95.45K

Jun 30, 26

-910

0.05%

KESTRA PRIVATE WEALTH SERVICES, LLC

95.00K

Jun 30, 26

+14.46K

0.05%

Parker Financial LLC

94.25K

Jun 30, 26

+1.05K

0.05%

JMG Financial Group, Ltd.

93.92K

Jun 30, 26

-44

0.05%

Zhang Financial LLC

92.60K

Jun 30, 26

-5.06K

0.05%

RF&L WEALTH MANAGEMENT, LLC

91.06K

Jun 30, 26

+99

0.05%

Alpha Financial Advisors, LLC

90.16K

Jun 30, 26

-161

0.05%

NewEdge Advisors, LLC

89.44K

Jun 30, 26

-2.12K

0.05%

Sanibel Captiva Trust Company, Inc.

89.27K

Jun 30, 26

+23.31K

0.05%

Visionary Wealth Advisors

86.97K

Jun 30, 26

+2.04K

0.05%

Vestmark Advisory Solutions, Inc.

86.94K

Jun 30, 26

-22.30K

0.05%

Pinkerton Retirement Specialists, LLC

86.89K

Jun 30, 26

-6.19K

0.05%

COLLECTIVE FAMILY OFFICE LLC

85.63K

Jun 30, 26

-1.33K

0.05%

SMI Advisory Services, LLC

83.54K

Jun 30, 26

+5.64K

0.04%

Larson Financial Group LLC

82.56K

Jun 30, 26

-21.30K

0.04%

Quantinno Capital Management LP

82.50K

Jun 30, 26

+10.35K

0.04%

Kestra Investment Management, LLC

81.42K

Jun 30, 26

+23.23K

0.04%

True Freedom Investing, LLC

79.90K

Jun 30, 26

-5.00K

0.04%

Well Done, LLC

79.44K

Jun 30, 26

+7.07K

0.04%

Seneschal Advisors, LLC

78.78K

Jun 30, 26

-1.95K

0.04%

Tortoise Investment Management, LLC

78.78K

Jun 30, 26

-121

0.04%

First Financial Group Corp

78.08K

Jun 30, 26

+2.25K

0.04%

Hiley Hunt Wealth Management

77.02K

Jun 30, 26

+2.17K

0.04%

Physician Wealth Advisors, Inc.

75.96K

Jun 30, 26

-28

0.04%

Birchcreek Wealth Management, LLC

75.92K

Jun 30, 26

+315

0.04%

BAYSHORE ASSET MANAGEMENT, LLC

75.26K

Jun 30, 26

-1.26K

0.04%

Navigate Wealth Management, LLC

73.97K

Jun 30, 26

+3.98K

0.04%

Frankly Finances, LLC

73.89K

Jun 30, 26

0.04%

CPA Asset Management LLC

73.85K

Jun 30, 26

-20.36K

0.04%

SageView Advisory Group, LLC

73.81K

Jun 30, 26

+63.76K

0.04%

Woodward Financial Advisors, Inc.

72.66K

Jun 30, 26

+72.66K

0.04%

Atlantic Union Bankshares Corp

72.05K

Jun 30, 26

+706

0.04%

Linscomb & Williams, Inc.

71.99K

Jun 30, 26

+17.42K

0.04%

Napier Financial, LLC

71.52K

Jun 30, 26

+845

0.04%

Bank of New York Mellon Corp

70.90K

Jun 30, 26

+5.56K

0.04%

Meridian Wealth Partners, LLC

70.71K

Jun 30, 26

+718

0.04%

PFG Advisors

69.76K

Jun 30, 26

+117

0.04%

FIRST NATIONAL TRUST CO

68.85K

Jun 30, 26

-21.16K

0.04%

Altiora Financial Group, LLC

67.91K

Jun 30, 26

-93

0.04%

Envestnet Portfolio Solutions, Inc.

67.77K

Jun 30, 26

+2.51K

0.04%

Savvy Advisors, Inc.

66.35K

Jun 30, 26

+1.17K

0.04%

Kondo Wealth Advisors, Inc.

65.65K

Jun 30, 26

-292

0.03%

WEALTHSPAN PARTNERS, LLC

65.46K

Jun 30, 26

+5.09K

0.03%

DiPaolo Financial Group, Inc.

64.95K

Jun 30, 26

+2.19K

0.03%

Stadion Money Management, LLC

64.85K

Jun 30, 26

-6.84K

0.03%

Investmark Advisory Group LLC

63.95K

Jun 30, 26

+1.78K

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

63.77K

Jun 30, 26

+3.40K

0.03%

COMMERCE BANK

63.55K

Jun 30, 26

+7.90K

0.03%

Private Advisor Group, LLC

63.02K

Jun 30, 26

-46.38K

0.03%

Strategent Financial, LLC

63.01K

Jun 30, 26

+1.70K

0.03%

DBK Financial Counsel, LLC

62.49K

Jun 30, 26

-4.68K

0.03%

TCG Advisory Services, LLC

62.44K

Jun 30, 26

-1.20K

0.03%

Kane Co Wealth Management, Inc.

62.24K

Jun 30, 26

-187

0.03%

ADVISORTRUST PARTNERS, LLC

61.85K

Jun 30, 26

+61.85K

0.03%

SC&H Financial Advisors, Inc.

61.51K

Jun 30, 26

+4.01K

0.03%

CLG LLC

61.46K

Jun 30, 26

+2.88K

0.03%

FMB WEALTH MANAGEMENT

61.39K

Jun 30, 26

-1.32K

0.03%

Concurrent Investment Advisors, LLC

61.31K

Jun 30, 26

+4.70K

0.03%

180 WEALTH ADVISORS, LLC

61.04K

Jun 30, 26

+737

0.03%

DWR WEALTH MANAGEMENT, LLC

60.97K

Jun 30, 26

+5.02K

0.03%

MGO ONE SEVEN LLC

60.78K

Jun 30, 26

+2.53K

0.03%

Janney Montgomery Scott LLC

60.20K

Jun 30, 26

+10.76K

0.03%

Broadhurst Jeffrey B

58.52K

Jun 30, 26

-70.70K

0.03%

Colony Family Offices, LLC

58.29K

Jun 30, 26

+7.41K

0.03%

Adelphi Trust Co

58.26K

Jun 30, 26

+3.70K

0.03%

Sanctuary Advisors, LLC

58.06K

Jun 30, 26

-703

0.03%

TruNorth Capital Management, LLC

57.97K

Jun 30, 26

-868

0.03%

Glass Jacobson Investment Advisors llc

57.93K

Jun 30, 26

+635

0.03%

Cascade Financial Partners, LLC

55.58K

Jun 30, 26

-856

0.03%

Helen Stephens Group, LLC

55.41K

Jun 30, 26

-438

0.03%

Jacobi Capital Management LLC

55.35K

Jun 30, 26

+3.11K

0.03%

ESG Planning

54.59K

Jun 30, 26

-178

0.03%

Gibraltar Capital Management, Inc.

54.15K

Jun 30, 26

+21.38K

0.03%

BCM ADVISORS, LLC

53.52K

Jun 30, 26

+1.93K

0.03%

Greenspring Advisors, LLC

52.89K

Jun 30, 26

-975

0.03%

Physician Wealth Solutions Inc.

52.87K

Jun 30, 26

0.03%

NorthCrest Asset Manangement, LLC

52.50K

Jun 30, 26

0.03%

DeLarme Wealth Management, Inc.

51.76K

Jun 30, 26

-294

0.03%

Harbour Wealth Management Group, Inc.

51.48K

Jun 30, 26

+1.95K

0.03%

Financial Planning Navigators CORP

50.38K

Jun 30, 26

+3.04K

0.03%

Advisory Services Network, LLC

50.04K

Jun 30, 26

+3.50K

0.03%

MARYLAND CAPITAL ADVISORS INC.

49.96K

Jun 30, 26

+49.96K

0.03%

Hartmann Taylor Wealth Management, LLC

49.93K

Jun 30, 26

-104

0.03%

TCP Asset Management, LLC

49.60K

Jun 30, 26

-439

0.03%

Investment Advisory Group, LLC

49.57K

Jun 30, 26

-423

0.03%

SEI INVESTMENTS CO

49.54K

Jun 30, 26

+6.08K

0.03%

BWM Planning, LLC

49.12K

Jun 30, 26

-9.01K

0.03%

MATHER GROUP, LLC.

48.74K

Jun 30, 26

+4.22K

0.03%

MITCHELL MCLEOD PUGH & WILLIAMS INC

48.51K

Jun 30, 26

+17.48K

0.03%

Armor Investment Advisors, LLC

48.09K

Jun 30, 26

-1.61K

0.03%

PLANWISER FINANCIAL, LLC

47.65K

Jun 30, 26

+39.01K

0.03%

Integrated Wealth Concepts LLC

47.52K

Jun 30, 26

+22.58K

0.03%

TAGStone Capital, Inc.

47.44K

Jun 30, 26

-25

0.03%

Blume Capital Management, Inc.

47.13K

Jun 30, 26

-965

0.03%

Strategic Investment Solutions, Inc. /IL

46.49K

Jun 30, 26

+417

0.02%

IHT Wealth Management, LLC

45.92K

Jun 30, 26

-909

0.02%

Mason & Associates Inc

45.77K

Jun 30, 26

-754

0.02%

Kingsview Wealth Management, LLC

45.61K

Jun 30, 26

+3.98K

0.02%

FourThought Financial Partners, LLC

45.60K

Jun 30, 26

+13.58K

0.02%

ADE, LLC

45.57K

Jun 30, 26

+4.41K

0.02%

Eqis Capital Management, Inc.

45.11K

Jun 30, 26

-741

0.02%

Texas Capital Bank Wealth Management Services Inc

44.93K

Jun 30, 26

0.02%

LEGACY FINANCIAL GROUP, INC.

44.70K

Jun 30, 26

-363

0.02%

HTG Investment Advisors, Inc.

44.51K

Jun 30, 26

-6.58K

0.02%

Belleair Asset Management, LLC

44.45K

Jun 30, 26

0.02%

Valeo Financial Advisors, LLC

44.00K

Jun 30, 26

+30.90K

0.02%

Wealthspire Advisors, LLC

43.93K

Jun 30, 26

+1.22K

0.02%

MOSAIC FAMILY WEALTH PARTNERS, LLC

43.32K

Jun 30, 26

+16.16K

0.02%

Sprinkle Financial Consultants LLC

42.85K

Jun 30, 26

+925

0.02%

MORRIS FINANCIAL CONCEPTS, INC.

42.79K

Jun 30, 26

-88

0.02%

Lauer Wealth, LLC

42.76K

Jun 30, 26

+1.03K

0.02%

Narus Financial Partners, LLC

42.73K

Jun 30, 26

+1.58K

0.02%

ENZI WEALTH

42.57K

Jun 30, 26

-1.68K

0.02%

Merit Financial Group, LLC

42.45K

Jun 30, 26

-10.76K

0.02%

First Western Trust Bank

41.66K

Jun 30, 26

-7.39K

0.02%

Summit Financial, LLC

41.56K

Jun 30, 26

+2.74K

0.02%

DOPKINS WEALTH MANAGEMENT, LLC

40.95K

Jun 30, 26

-1.08K

0.02%

Olistico Wealth, LLC

40.67K

Jun 30, 26

+1.57K

0.02%

Cloud Capital Management, LLC

40.59K

Jun 30, 26

+110

0.02%

Pacific Asset Management, LLC

40.50K

Jun 30, 26

+140

0.02%

EverSource Wealth Advisors, LLC

40.34K

Jun 30, 26

-9.13K

0.02%

Schoolcraft Capital LLC

40.06K

Jun 30, 26

-519

0.02%

MONETA GROUP INVESTMENT ADVISORS LLC

39.87K

Jun 30, 26

-1.35K

0.02%

D.A. DAVIDSON & CO.

39.86K

Jun 30, 26

+5.21K

0.02%

Equitable Holdings, Inc.

39.23K

Jun 30, 26

-3.25K

0.02%

Oakmont Advisory Group, LLC

39.17K

Jun 30, 26

+828

0.02%

Vantage Point Financial LLC

39.10K

Jun 30, 26

-210

0.02%

RS CRUM INC.

38.88K

Jun 30, 26

-1.00K

0.02%

Powers Advisory Group, LLC

38.18K

Jun 30, 26

+3.41K

0.02%

Strathmore Capital Advisors, Inc.

38.13K

Jun 30, 26

-957

0.02%

Goepper Burkhardt LLC

38.12K

Jun 30, 26

+5.03K

0.02%

WCG Wealth Advisors LLC

37.75K

Jun 30, 26

+1.55K

0.02%

Capstone Wealth Management, LLC

37.54K

Jun 30, 26

-118

0.02%

Great Point Wealth Advisors, LLC

37.52K

Jun 30, 26

-204

0.02%

Drucker Wealth 3.0, LLC

37.23K

Jun 30, 26

-7.88K

0.02%

Aurelius Family Office LLC

37.02K

Jun 30, 26

-1.64K

0.02%

BIP Wealth, LLC

36.77K

Jun 30, 26

+11.39K

0.02%

M Wealth Management, LLC

36.59K

Jun 30, 26

-136

0.02%

FLC Capital Advisors

36.34K

Jun 30, 26

-37

0.02%

Cambridge Financial Group, LLC

36.15K

Jun 30, 26

+965

0.02%

AG Asset Advisory, LLC

35.99K

Jun 30, 26

+861

0.02%

BAKER BOYER NATIONAL BANK

35.65K

Jun 30, 26

-144

0.02%

QRG CAPITAL MANAGEMENT, INC.

35.62K

Jun 30, 26

+35.62K

0.02%

BAKER TILLY WEALTH MANAGEMENT, LLC

35.21K

Jun 30, 26

-481

0.02%

NATIXIS ADVISORS, L.P.

35.06K

Jun 30, 26

+14.71K

0.02%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

34.95K

Jun 30, 26

+521

0.02%

Concord Wealth Partners

34.46K

Jun 30, 26

+297

0.02%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

33.69K

Jun 30, 26

0.02%

SUTTON PLACE INVESTORS LLC

33.16K

Jun 30, 26

+649

0.02%

Quadcap Wealth Management, LLC

33.02K

Jun 30, 26

-465

0.02%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

32.97K

Jun 30, 26

+7.04K

0.02%

Private Advisory Group LLC

32.47K

Jun 30, 26

+32.47K

0.02%

Pettinga Financial Advisors, LLC

32.47K

Jun 30, 26

-300

0.02%

Triumph Capital Management

32.43K

Jun 30, 26

+1.88K

0.02%

Mayfair Advisory Group, LLC

31.75K

Jun 30, 26

+2.19K

0.02%

J.W. COLE ADVISORS, INC.

31.67K

Jun 30, 26

+1.72K

0.02%

Asset Dedication, LLC

31.39K

Jun 30, 26

+9.44K

0.02%

Trace Wealth Advisors, LLC

30.93K

Jun 30, 26

0.02%

Fortis Advisors, LLC

30.84K

Jun 30, 26

+13

0.02%

WESCAP Management Group, Inc.

30.77K

Jun 30, 26

+388

0.02%

TENET WEALTH PARTNERS, LLC

30.57K

Jun 30, 26

+30.57K

0.02%

Sollinda Capital Management LLC

30.38K

Jun 30, 26

+6.26K

0.02%

Cypress Wealth Services, LLC

30.13K

Jun 30, 26

+27

0.02%

Ariadne Wealth Management, LP

29.77K

Jun 30, 26

+245

0.02%

Johnson Wealth Management, LLC

29.48K

Jun 30, 26

-3.84K

0.02%

Gladstone Institutional Advisory LLC

29.44K

Jun 30, 26

+410

0.02%

Integrated Advisors Network LLC

29.14K

Jun 30, 26

+141

0.02%

TrustWell Financial Advisors, LLC

29.10K

Jun 30, 26

-31.99K

0.02%

Berger Financial Group, Inc

28.89K

Jun 30, 26

-732

0.02%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

28.61K

Jun 30, 26

0.02%

FCA CORP /TX

28.58K

Jun 30, 26

+2.19K

0.02%

FIDUCIARY FINANCIAL ADVISORS

28.52K

Jun 30, 26

+23.66K

0.02%

Noble Wealth Partners LLC

28.36K

Jun 30, 26

+28.36K

0.02%

Mills Wealth Advisors LLC

28.33K

Jun 30, 26

+2.82K

0.02%

Smith Partners Wealth Management, LLC

28.31K

Jun 30, 26

+10.75K

0.02%

SUMMIT WEALTH GROUP LLC / CO

28.26K

Jun 30, 26

+449

0.02%

Quad-Cities Investment Group, LLC

28.14K

Jun 30, 26

+790

0.01%

Kooman & Associates

28.13K

Jun 30, 26

-71.50K

0.01%

SwitchPoint Financial Planning, LLC

28.00K

Jun 30, 26

0.01%

Optimus Capital Advisors, LLC

27.99K

Jun 30, 26

-472

0.01%

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

27.75K

Jun 30, 26

-5.80K

0.01%

LVZ, Inc.

27.61K

Jun 30, 26

+1.50K

0.01%

Stratos Wealth Partners, LTD.

27.50K

Jun 30, 26

+2.50K

0.01%

WEDBUSH SECURITIES INC

27.50K

Jun 30, 26

+14.07K

0.01%

XY Planning Network, Inc.

26.64K

Jun 30, 26

+10.06K

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

26.63K

Jun 30, 26

-80

0.01%

Five Oceans Advisors

26.52K

Jun 30, 26

-716

0.01%

Resonant Capital Advisors, LLC

26.52K

Jun 30, 26

+1.43K

0.01%

Generations Wealth, LLC

26.50K

Jun 30, 26

-13.36K

0.01%

ELEVATE WEALTH ADVISORY, INC

26.48K

Jun 30, 26

-1.24K

0.01%

AMERIPRISE FINANCIAL INC

26.36K

Jun 30, 26

+1.73K

0.01%

Alpha Advisors, LLC/VA

26.29K

Jun 30, 26

+26.29K

0.01%

ZRC WEALTH MANAGEMENT, LLC

25.91K

Jun 30, 26

+300

0.01%

AlphaCore Capital LLC

25.61K

Jun 30, 26

+180

0.01%

Graves Light Lenhart Wealth, Inc.

25.39K

Jun 30, 26

-238

0.01%

Petersen Hastings Wealth Advisors Inc.

25.39K

Jun 30, 26

0.01%

JFS WEALTH ADVISORS, LLC

25.33K

Jun 30, 26

+73

0.01%

STEVENS CAPITAL PARTNERS

24.34K

Jun 30, 26

-251

0.01%

CFS Investment Advisory Services, LLC

23.80K

Jun 30, 26

+986

0.01%

Rockwood Wealth Management, LLC

23.60K

Jun 30, 26

0.01%

Shearwater Capital LLC

23.47K

Jun 30, 26

0.01%

MOODY NATIONAL BANK TRUST DIVISION

23.36K

Jun 30, 26

+217

0.01%

Bullock Wealth Management Group

23.18K

Jun 30, 26

+23.18K

0.01%

IFP Advisors, Inc

22.82K

Jun 30, 26

-5.36K

0.01%

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

22.71K

Jun 30, 26

+14

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

22.24K

Jun 30, 26

-338

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

21.94K

Jun 30, 26

+124

0.01%

Diversify Advisory Services, LLC

21.94K

Jun 30, 26

+21.94K

0.01%

JT Stratford LLC

21.84K

Jun 30, 26

+721

0.01%

RMB Capital Management, LLC

21.62K

Jun 30, 26

+367

0.01%

OARSMAN CAPITAL, INC.

21.58K

Jun 30, 26

-2.90K

0.01%

Lauterbach Financial Advisors, LLC

21.58K

Jun 30, 26

-458

0.01%

USAdvisors Wealth Management, LLC

21.25K

Jun 30, 26

+1.51K

0.01%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

21.13K

Jun 30, 26

0.01%

AWM CAPITAL, LLC

20.89K

Jun 30, 26

-204

0.01%

Samalin Investment Counsel, LLC

20.86K

Jun 30, 26

-44

0.01%

Quantum Financial Advisors, LLC

20.68K

Jun 30, 26

0.01%

STRATEGY ASSET MANAGERS LLC

20.56K

Jun 30, 26

+20.56K

0.01%

Embree Financial Group

20.55K

Jun 30, 26

-154

0.01%

Westmount Partners, LLC

20.52K

Jun 30, 26

-3.10K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

20.43K

Jun 30, 26

-816

0.01%

VSM Wealth Advisory, LLC

20.38K

Jun 30, 26

+35

0.01%

CENTRAL TRUST Co

20.21K

Jun 30, 26

+13.46K

0.01%

PEAPACK GLADSTONE FINANCIAL CORP

20.01K

Jun 30, 26

+193

0.01%

Asset Advisory Group, Inc.

19.70K

Jun 30, 26

+8.46K

0.01%

Apollon Financial, LLC

19.66K

Jun 30, 26

0.01%

WMS Group LLC

19.53K

Jun 30, 26

-1.06K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

19.36K

Jun 30, 26

+856

0.01%

Washington Trust Advisors, Inc.

19.25K

Jun 30, 26

+2.31K

0.01%

Clarity Capital Advisors, LLC

19.18K

Jun 30, 26

+47

0.01%

GOLDMAN SACHS GROUP INC

19.13K

Jun 30, 26

+19.13K

0.01%

RETIREMENT GUYS FORMULA LLC

18.91K

Jun 30, 26

-579

0.01%

Axis Wealth Partners, LLC

18.81K

Jun 30, 26

-590

0.01%

VERUS WEALTH MANAGEMENT, LLC

18.70K

Jun 30, 26

-2.44K

0.01%

VIRTUE ASSET MANAGEMENT LLC

18.66K

Jun 30, 26

0.01%

MCF Advisors LLC

18.55K

Jun 30, 26

-22.40K

0.01%

NewEdge Wealth, LLC

18.36K

Jun 30, 26

+1.47K

0.01%

FMR LLC

18.35K

Jun 30, 26

+1.62K

0.01%

NAPLES GLOBAL ADVISORS, LLC

18.33K

Jun 30, 26

-916

0.01%

CENTAURUS FINANCIAL, INC.

18.28K

Jun 30, 26

-1.12K

0.01%

Warwick Investment Management, Inc.

17.98K

Jun 30, 26

0.01%

Bedel Financial Consulting, Inc.

17.73K

Jun 30, 26

+65

0.01%

Institute for Wealth Management, LLC.

17.63K

Jun 30, 26

0.01%

Align Financial, LLC

17.60K

Jun 30, 26

+15.84K

0.01%

Intelligence Driven Advisers, LLC

17.55K

Jun 30, 26

-514

0.01%

Prospera Financial Services Inc

17.44K

Jun 30, 26

+130

0.01%

Pinnacle Bancorp, Inc.

17.40K

Jun 30, 26

-196

0.01%

Eagle Strategies LLC

17.14K

Jun 30, 26

+624

0.01%

Clark Asset Management, LLC

17.03K

Jun 30, 26

0.01%

IFG Advisory, LLC

17.03K

Jun 30, 26

+16.53K

0.01%

L & S Advisors Inc

16.51K

Jun 30, 26

+186

0.01%

SEMITAM BONAM LLC

16.27K

Jun 30, 26

+570

0.01%

E6 Portfolios, LLC

16.20K

Jun 30, 26

-2.09K

0.01%

CATHY PARETO & ASSOCIATES, INC

15.77K

Jun 30, 26

-208

0.01%

Squire Investment Management Company, LLC

15.75K

Jun 30, 26

-200

0.01%

Donalies Financial Planning, LLC

15.66K

Jun 30, 26

+327

0.01%

Betterment LLC

15.57K

Jun 30, 26

+1.31K

0.01%

Wealth Advisors Northwest LLC

15.48K

Jun 30, 26

-898

0.01%

SIMA Wealth Partners, LLC

15.39K

Jun 30, 26

+862

0.01%

Global Retirement Partners, LLC

15.36K

Jun 30, 26

+15.36K

0.01%

Capital Investment Advisory Services, LLC

15.33K

Jun 30, 26

+3.29K

0.01%

Opus Capital Group, LLC

15.31K

Jun 30, 26

+13

0.01%

Financial Insights, Inc.

15.17K

Jun 30, 26

-810

0.01%

CX Institutional

15.09K

Jun 30, 26

-345

0.01%

John A. Wolfe & Associates, Inc.

15.04K

Jun 30, 26

-2

0.01%

SpringVest Wealth Management LLC

15.03K

Jun 30, 26

-156

0.01%

ARK & TLK INVESTMENTS, LLC

14.98K

Jun 30, 26

-121

0.01%

Ironwood Financial, llc

14.91K

Jun 30, 26

-75

0.01%

Everest Financial Group LLC

14.72K

Jun 30, 26

+336

0.01%

marrick wealth, LLC

14.68K

Jun 30, 26

0.01%

Valmark Advisers, Inc.

14.67K

Jun 30, 26

-1.95K

0.01%

MARS JEWETT FINANCIAL GROUP, INC.

14.64K

Jun 30, 26

+14.64K

0.01%

LAIRD NORTON TRUST COMPANY, LLC

14.64K

Jun 30, 26

-4.40K

0.01%

Western Wealth Management, LLC

14.54K

Jun 30, 26

+972

0.01%

BARNES PETTEY FINANCIAL ADVISORS, LLC

14.51K

Jun 30, 26

+1.19K

0.01%

EQ WEALTH ADVISORS, LLC

14.33K

Jun 30, 26

+2.16K

0.01%

Wealthcare Advisory Partners LLC

14.31K

Jun 30, 26

-5.85K

0.01%

Verus Financial Partners, Inc.

14.17K

Jun 30, 26

+42

0.01%

United Advisor Group, LLC

14.14K

Jun 30, 26

+14.14K

0.01%

CWS Financial Advisors, LLC

13.61K

Jun 30, 26

+23

0.01%

Canvas Wealth Advisors, LLC

13.54K

Jun 30, 26

+7.52K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

13.39K

Jun 30, 26

+4.45K

0.01%

Wingate Wealth Advisors, Inc.

13.37K

Jun 30, 26

+2.62K

0.01%

Werba Rubin Papier Wealth Management

13.30K

Jun 30, 26

-4

0.01%

Cladis Investment Advisory, LLC

13.18K

Jun 30, 26

+1.23K

0.01%

Painted Porch Advisors LLC

12.82K

Jun 30, 26

+7.70K

0.01%

Northwest Wealth Advisors, LLC

12.53K

Jun 30, 26

-108

0.01%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

12.52K

Jun 30, 26

0.01%

Abacus Wealth Partners, LLC

12.42K

Jun 30, 26

-113

0.01%

IFG Advisors, LLC

12.39K

Jun 30, 26

+288

0.01%

US BANCORP \DE\

12.37K

Jun 30, 26

-949

0.01%

SOUTH PLAINS FINANCIAL, INC.

12.21K

Jun 30, 26

-155

0.01%

Tower Research Capital LLC (TRC)

12.04K

Jun 30, 26

+8.35K

0.01%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

11.75K

Jun 30, 26

-63

0.01%

Atomi Financial Group, Inc.

11.66K

Jun 30, 26

+379

0.01%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

11.63K

Jun 30, 26

+34

0.01%

CreativeOne Wealth, LLC

11.61K

Jun 30, 26

+646

0.01%

Fiduciary Alliance LLC

11.59K

Jun 30, 26

+113

0.01%

LYNCH & ASSOCIATES/IN

11.43K

Jun 30, 26

+825

0.01%

Weaver Consulting Group

11.27K

Jun 30, 26

+165

0.01%

Avidian Wealth Solutions, LLC

11.25K

Jun 30, 26

-705

0.01%

25 LLC

11.12K

Jun 30, 26

+22

0.01%

Porter White Investment Advisors, Inc.

11.05K

Jun 30, 26

0.01%

Robertson Stephens Wealth Management, LLC

11.04K

Jun 30, 26

+933

0.01%

Essex Financial Services, Inc.

11.03K

Jun 30, 26

-87

0.01%

CITIZENS FINANCIAL GROUP INC/RI

10.88K

Jun 30, 26

+32

0.01%

CWA Asset Management Group, LLC

10.72K

Jun 30, 26

-109

0.01%

GWN SECURITIES INC.

10.68K

Jun 30, 26

+1.12K

0.01%

FISCHER INVESTMENT STRATEGIES, LLC

10.68K

Jun 30, 26

-9.16K

0.01%

LEAVELL INVESTMENT MANAGEMENT, INC.

10.66K

Jun 30, 26

0.01%

HM PAYSON & CO

10.43K

Jun 30, 26

0.01%

Wright Fund Management, LLC

10.40K

Jun 30, 26

0.01%

BCO Wealth Management LLC

10.36K

Jun 30, 26

+335

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

10.28K

Jun 30, 26

-3.96K

0.01%

Keating Financial Advisory Services, Inc.

10.25K

Jun 30, 26

0.01%

Selective Wealth Management, Inc.

10.17K

Jun 30, 26

+110

0.01%

FIRST AMERICAN TRUST, FSB

10.06K

Jun 30, 26

+29

0.01%

FIFTH THIRD SECURITIES, INC.

10.04K

Jun 30, 26

+4.42K

0.01%

First County Bank /CT/

10.01K

Jun 30, 26

+382

0.01%

Lido Advisors, LLC

9.97K

Jun 30, 26

-397

0.01%

SEAMOUNT FINANCIAL GROUP INC

9.95K

Jun 30, 26

+332

0.01%

Lynx Investment Advisory

9.93K

Jun 30, 26

+542

0.01%

Cresset Asset Management, LLC

9.91K

Jun 30, 26

-1.34K

0.01%

Perigon Wealth Management, LLC

9.86K

Jun 30, 26

+545

0.01%

Wedmont Private Capital

9.86K

Jun 30, 26

+1.60K

0.01%

Ameritas Advisory Services, LLC

9.83K

Jun 30, 26

+6.45K

0.01%

RESOLUTE WEALTH ADVISOR, INC.

9.74K

Jun 30, 26

0.01%

Graver Capital Management, LLC

9.61K

Jun 30, 26

0.01%

Nuveen, LLC

9.61K

Jun 30, 26

+9.61K

0.01%

Diversified Portfolios, Inc.

9.53K

Jun 30, 26

0.01%

CRA Financial Services, LLC

9.44K

Jun 30, 26

0.01%

SJS Investment Consulting Inc.

9.35K

Jun 30, 26

-471

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

9.28K

Jun 30, 26

-34

0.00%

KAVAR CAPITAL PARTNERS GROUP, LLC

9.28K

Jun 30, 26

0.00%

Archford Capital Strategies, LLC

9.11K

Jun 30, 26

-3.43K

0.00%

M.E. ALLISON & CO., INC.

9.10K

Jun 30, 26

0.00%

StrongBox Wealth, LLC

9.04K

Jun 30, 26

-650

0.00%

Prism Planning Partners LLC

8.98K

Jun 30, 26

+2.10K

0.00%

PEAVINE CAPITAL, LLC

8.89K

Jun 30, 26

0.00%

Professional Financial Advisors, LLC

8.86K

Jun 30, 26

-77

0.00%

Community Bank, N.A.

8.83K

Jun 30, 26

+8.83K

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

8.80K

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

8.77K

Jun 30, 26

0.00%

Measured Wealth Private Client Group, LLC

8.74K

Jun 30, 26

-183

0.00%

Apollon Wealth Management, LLC

8.72K

Jun 30, 26

-223

0.00%

Capital Investment Advisors, LLC

8.67K

Jun 30, 26

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

8.64K

Jun 30, 26

-170

0.00%

Mullaney, Keating & Wright, Inc.

8.63K

Jun 30, 26

-243

0.00%

KM Capital Management Ltd.

8.45K

Jun 30, 26

+14

0.00%

Ascent Group, LLC

8.41K

Jun 30, 26

+3.06K

0.00%

VestGen Advisors, LLC

8.39K

Jun 30, 26

0.00%

FORTERIS WEALTH MANAGEMENT INC.

8.37K

Jun 30, 26

+24

0.00%

Simplicity Wealth,LLC

8.36K

Jun 30, 26

-2

0.00%

Opulen Financial Group LLC

8.23K

Jun 30, 26

+198

0.00%

Elwood & Goetz Wealth Advisory Group, LLC

8.14K

Jun 30, 26

-259

0.00%

Legacy Capital Wealth Partners, LLC

8.07K

Jun 30, 26

-362

0.00%

Sowell Financial Services LLC

8.02K

Jun 30, 26

-738

0.00%

Colonial Trust Co / SC

8.02K

Jun 30, 26

0.00%

Foundations Investment Advisors, LLC

7.99K

Jun 30, 26

+635

0.00%

Sensenig Capital Advisors, Inc

7.97K

Jun 30, 26

0.00%

Fort Point Capital Partners LLC

7.79K

Jun 30, 26

+7.79K

0.00%

Sincerus Advisory, LLC

7.74K

Jun 30, 26

-232

0.00%

Empower Advisory Group, LLC

7.73K

Jun 30, 26

+310

0.00%

Allegiance Financial Group Advisory Services LLC

7.71K

Jun 30, 26

0.00%

Prospect Financial Group LLC

7.67K

Jun 30, 26

-440

0.00%

Advyzon Investment Management, LLC

7.64K

Jun 30, 26

-222

0.00%

CogentBlue Wealth Advisors, LLC

7.61K

Jun 30, 26

+7.61K

0.00%

1015 Capital Partners, LLC

7.60K

Jun 30, 26

+400

0.00%

S.A. Mason LLC

7.59K

Jun 30, 26

+43

0.00%

Waverly Advisors, LLC

7.59K

Jun 30, 26

-75

0.00%

NFP Retirement, Inc.

7.51K

Jun 30, 26

+1.27K

0.00%

WATERSHED PRIVATE WEALTH LLC

7.45K

Jun 30, 26

-1.42K

0.00%

PDS Planning, Inc

7.42K

Jun 30, 26

+3.85K

0.00%

HUNTINGTON NATIONAL BANK

7.40K

Jun 30, 26

-240

0.00%

Financial Symmetry Inc

7.32K

Jun 30, 26

+10

0.00%

BROWN BROTHERS HARRIMAN & CO

7.08K

Jun 30, 26

-964

0.00%

Peterson Wealth Advisors, LLC

7.02K

Jun 30, 26

+79

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

7.01K

Jun 30, 26

-1.23K

0.00%

Capital Management Associates, Inc

6.95K

Jun 30, 26

0.00%

Sovereign Investment Advisors, LLC

6.86K

Jun 30, 26

0.00%

MBE Wealth Management, LLC

6.83K

Jun 30, 26

+594

0.00%

MPWM ADVISORY SOLUTIONS, LLC

6.82K

Jun 30, 26

0.00%

OPPENHEIMER & CO INC

6.81K

Jun 30, 26

-15

0.00%

Stegent Equity Advisors, Inc.

6.78K

Jun 30, 26

0.00%

Vigil Wealth Management, LLC

6.77K

Jun 30, 26

0.00%

Stone Point Wealth LLC

6.74K

Jun 30, 26

0.00%

PRIVATE TRUST CO NA

6.73K

Jun 30, 26

+390

0.00%

PRINCIPAL SECURITIES, INC.

6.73K

Jun 30, 26

+990

0.00%

Vistica Wealth Advisors, LLC

6.68K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

6.67K

Jun 30, 26

+2.51K

0.00%

Approach Retirement Advisors, LLC

6.57K

Jun 30, 26

0.00%

Coston, McIsaac & Partners

6.55K

Jun 30, 26

+579

0.00%

Shore Point Advisors, LLC

6.53K

Jun 30, 26

+723

0.00%

Cross Staff Investments Inc

6.50K

Jun 30, 26

0.00%

Bryn Mawr Capital Management, LLC

6.49K

Jun 30, 26

+95

0.00%

Diversified Trust Co

6.46K

Jun 30, 26

0.00%

WASHINGTON TRUST Co

6.41K

Jun 30, 26

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

6.40K

Jun 30, 26

+1.33K

0.00%

Bill Few Associates, Inc.

6.37K

Jun 30, 26

-205

0.00%

Accretive Wealth Partners, LLC

6.34K

Jun 30, 26

0.00%

BKA Wealth Consulting, Inc.

6.30K

Jun 30, 26

+12

0.00%

Empowered Funds, LLC

6.23K

Jun 30, 26

+6.23K

0.00%

Cambria Investment Management, L.P.

6.23K

Jun 30, 26

+6.23K

0.00%

Tranquility Partners, LLC

6.17K

Jun 30, 26

+1.25K

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

6.16K

Jun 30, 26

-1.21K

0.00%

London & Capital Asset Management Ltd

6.09K

Jun 30, 26

+628

0.00%

AMARILLO NATIONAL BANK

6.08K

Jun 30, 26

0.00%

MBM Wealth Consultants, LLC

6.07K

Jun 30, 26

0.00%

B. Riley Wealth Advisors, Inc.

6.04K

Jun 30, 26

0.00%

UMB Bank, n.a.

6.03K

Jun 30, 26

+81

0.00%

BFSG, LLC

6.00K

Jun 30, 26

+30

0.00%

BOK Financial Private Wealth, Inc.

5.96K

Jun 30, 26

+1.52K

0.00%

Bouchey Financial Group Ltd

5.92K

Jun 30, 26

-27

0.00%

HANOVER ADVISORS INC

5.90K

Jun 30, 26

+95

0.00%

Smithfield Trust Co

5.90K

Jun 30, 26

-55

0.00%

HB Wealth Management, LLC

5.88K

Jun 30, 26

-3.28K

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

5.88K

Jun 30, 26

+5.88K

0.00%

BDFS Capital LLC

5.85K

Jun 30, 26

+15

0.00%

Beacon Financial Advisory LLC

5.83K

Jun 30, 26

-224

0.00%

BRIGHTON JONES LLC

5.83K

Jun 30, 26

0.00%

Joel Isaacson & Co., LLC

5.82K

Jun 30, 26

0.00%

Ancora Advisors, LLC

5.81K

Jun 30, 26

0.00%

K2 Financial Inc.

5.80K

Jun 30, 26

-711

0.00%

SAGE RHINO CAPITAL LLC

5.77K

Jun 30, 26

0.00%

Cyndeo Wealth Partners, LLC

5.74K

Jun 30, 26

-17

0.00%

Versant Capital Management, Inc

5.70K

Jun 30, 26

0.00%

Novak & Powell Financial Services, Inc.

5.67K

Jun 30, 26

+787

0.00%

Perennial Investment Advisors, LLC

5.67K

Jun 30, 26

+2.39K

0.00%

Cornerstone Advisory, LLC

5.63K

Jun 30, 26

0.00%

ACCREDITED INVESTOR SERVICES, LLC

5.55K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

5.51K

Jun 30, 26

+135

0.00%

Leonard Rickey Investment Advisors P.L.L.C.

5.44K

Jun 30, 26

+67

0.00%

Heartwood Wealth Advisors LLC

5.30K

Jun 30, 26

0.00%

Parallel Advisors, LLC

5.29K

Jun 30, 26

-46

0.00%

Acorn Wealth Advisors, LLC

5.27K

Jun 30, 26

-19

0.00%

Mustard Seed Financial, LLC

5.27K

Jun 30, 26

0.00%

Walleye Partners, LLC

5.18K

Jun 30, 26

+124

0.00%

Legacy Advisors, LLC

5.18K

Jun 30, 26

+44

0.00%

Argent Trust Co

5.17K

Jun 30, 26

+580

0.00%

Financial Security Advisor, Inc.

5.07K

Jun 30, 26

+12

0.00%

Oder Investment Management, LLC

5.05K

Jun 30, 26

+391

0.00%

Atlas Wealth LLC

5.04K

Jun 30, 26

0.00%

Baker Avenue Asset Management, LP

4.99K

Jun 30, 26

0.00%

Milestone Asset Management Group, LLC

4.98K

Jun 30, 26

0.00%

Abacus Planning Group, Inc.

4.97K

Jun 30, 26

+535

0.00%

CIBC Bancorp USA Inc.

4.96K

Jun 30, 26

+4.96K

0.00%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

4.90K

Jun 30, 26

-1.93K

0.00%

Disciplined Investments, LLC

4.89K

Jun 30, 26

0.00%

NWAM LLC

4.88K

Jun 30, 26

-870

0.00%

STEPHENS INC /AR/

4.83K

Jun 30, 26

0.00%

Meritas Wealth Management, LLC

4.81K

Jun 30, 26

0.00%

Montis Financial, LLC

4.77K

Jun 30, 26

+401

0.00%

Arbor Wealth Advisors LLC

4.76K

Jun 30, 26

0.00%

NORDEN GROUP LLC

4.76K

Jun 30, 26

+331

0.00%

Avant Financial Advisors LLC

4.70K

Jun 30, 26

0.00%

Two West Capital Advisors LLC

4.70K

Jun 30, 26

+995

0.00%

Francis Financial, Inc.

4.67K

Jun 30, 26

0.00%

Gateway Wealth Partners, LLC

4.63K

Jun 30, 26

-4.63K

0.00%

Frank, Rimerman Advisors LLC

4.58K

Jun 30, 26

-1

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

4.56K

Jun 30, 26

-559

0.00%

NorthRock Partners, LLC

4.56K

Jun 30, 26

0.00%

Stonebridge Financial Group, LLC/CA

4.51K

Jun 30, 26

+4.51K

0.00%

Infinity Wealth Counsel, LLC

4.51K

Jun 30, 26

+414

0.00%

McClarren Financial Advisors, Inc.

4.48K

Jun 30, 26

+4.48K

0.00%

RKL Wealth Management LLC

4.45K

Jun 30, 26

0.00%

Prudent Man Investment Management, Inc.

4.44K

Jun 30, 26

-6

0.00%

RICHARDS, MERRILL & PETERSON, INC.

4.42K

Jun 30, 26

0.00%

Global Trust Wealth Management LLC

4.41K

Jun 30, 26

0.00%

Wealth Enhancement Trust Services, Inc.

4.33K

Jun 30, 26

0.00%

WealthSpring Partners, LLC

4.33K

Jun 30, 26

+1.46K

0.00%

PRAIRIE ADVISORY, LLC

4.29K

Jun 30, 26

+4.29K

0.00%

Summit Wealth Partners, LLC

4.27K

Jun 30, 26

0.00%

Hill Investment Group Partners, LLC

4.27K

Jun 30, 26

0.00%

Wick Capital Partners, LLC

4.25K

Jun 30, 26

0.00%

American Financial Advisors, LLC

4.19K

Jun 30, 26

0.00%

Valued Wealth Advisors LLC

4.17K

Jun 30, 26

-21

0.00%

Old Peak Finance LLC

4.12K

Jun 30, 26

0.00%

GDS Wealth Management

4.10K

Jun 30, 26

0.00%

North Capital, Inc.

4.08K

Jun 30, 26

+335

0.00%

Towneley Capital Management, Inc / DE

4.06K

Jun 30, 26

+12

0.00%

Silver Oak Advisory Group, Inc.

4.06K

Jun 30, 26

-247

0.00%

HRT FINANCIAL LP

4.03K

Jun 30, 26

+4.03K

0.00%

FRANKLIN RESOURCES INC

4.00K

Jun 30, 26

0.00%

BOS Asset Management, LLC

4.00K

Jun 30, 26

0.00%

Ridgewood Investments LLC

3.98K

Jun 30, 26

0.00%

Summit Asset Management, LLC

3.96K

Jun 30, 26

-208

0.00%

Prime Capital Investment Advisors, LLC

3.94K

Jun 30, 26

-116

0.00%

Sigma Planning Corp

3.93K

Jun 30, 26

0.00%

Avantax Planning Partners, Inc.

3.87K

Jun 30, 26

-539

0.00%

McCartney Wealth Management LLC

3.87K

Jun 30, 26

0.00%

POINCIANA ADVISORS GROUP, LLC

3.80K

Jun 30, 26

0.00%

Capital Investment Management, Inc.

3.80K

Jun 30, 26

-17

0.00%

Daytona Street Capital LLC

3.78K

Jun 30, 26

0.00%

Clark Capital Management Group, Inc.

3.76K

Jun 30, 26

0.00%

MBL Wealth, LLC

3.74K

Jun 30, 26

+599

0.00%

Caprock Group, LLC

3.73K

Jun 30, 26

+3.73K

0.00%

Gutierrez Wealth Advisory, LLC

3.73K

Jun 30, 26

+66

0.00%

Forefront Wealth Partners, LLC

3.70K

Jun 30, 26

+3.70K

0.00%

Next Level Wealth Planning, LLC

3.66K

Jun 30, 26

+31

0.00%

Compass Ion Advisors, LLC

3.61K

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

3.58K

Jun 30, 26

+2.73K

0.00%

3 FACTOR INDEXING, LLC

3.58K

Jun 30, 26

-24

0.00%

Montz Harcus Wealth Management LLC

3.57K

Jun 30, 26

+10

0.00%

AE Wealth Management LLC

3.56K

Jun 30, 26

-15.81K

0.00%

REGIONS FINANCIAL CORP

3.51K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

3.48K

Jun 30, 26

+3.48K

0.00%

FIRST MANHATTAN CO. LLC.

3.47K

Jun 30, 26

0.00%

Family Investment Center, Inc.

3.45K

Jun 30, 26

0.00%

FIRST FOUNDATION ADVISORS

3.44K

Jun 30, 26

0.00%

Penobscot Investment Management Company, Inc.

3.44K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

3.44K

Jun 30, 26

0.00%

Fortis Capital Advisors, LLC

3.44K

Jun 30, 26

0.00%

Busey Wealth Management

3.43K

Jun 30, 26

0.00%

Quadrant Private Wealth Management, LLC

3.37K

Jun 30, 26

+3.37K

0.00%

QUARRY HILL ADVISORS, LLC

3.36K

Jun 30, 26

0.00%

West Wealth Group, LLC

3.36K

Jun 30, 26

-154

0.00%

Aspirean Wealth, LLC

3.36K

Jun 30, 26

-128

0.00%

Ethic Inc.

3.35K

Jun 30, 26

-1.55K

0.00%

BENNINGFIELD FINANCIAL ADVISORS, LLC

3.35K

Jun 30, 26

0.00%

Stratos Wealth Advisors, LLC

3.34K

Jun 30, 26

0.00%

RAM Investment Partners, LLC

3.33K

Jun 30, 26

0.00%

Bison Wealth, LLC

3.31K

Jun 30, 26

0.00%

Synergy Investment Management, LLC

3.30K

Jun 30, 26

0.00%

Opus Financial Solutions LLC

3.30K

Jun 30, 26

+65

0.00%

Silver Coast Investments LLC

3.28K

Jun 30, 26

+10

0.00%

E-Wealth Partners, LLC

3.25K

Jun 30, 26

-766

0.00%

Triad Wealth Partners, LLC

3.25K

Jun 30, 26

-44

0.00%

Glenview Trust Co

3.23K

Jun 30, 26

+3.23K

0.00%

TRED AVON FAMILY WEALTH, LLC

3.21K

Jun 30, 26

0.00%

Sound View Wealth Advisors Group, LLC

3.20K

Jun 30, 26

+19

0.00%

Plante Moran Financial Advisors, LLC

3.12K

Jun 30, 26

0.00%

Arista Wealth Management, LLC

3.11K

Jun 30, 26

0.00%

Eldridge Investment Advisors, Inc.

3.09K

Jun 30, 26

0.00%

WHITTIER TRUST CO

3.09K

Jun 30, 26

0.00%

CALIBER WEALTH MANAGEMENT, LLC / KS

3.08K

Jun 30, 26

0.00%

Oath Planning, LLC

3.07K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

3.07K

Jun 30, 26

0.00%

Safeguard Investment Advisory Group, LLC

3.07K

Jun 30, 26

0.00%

Disciplined Investors, L.L.C.

3.07K

Jun 30, 26

0.00%

Oak Wealth Advisors LLC

3.07K

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

3.02K

Jun 30, 26

0.00%

Lantz Financial LLC

3.00K

Jun 30, 26

0.00%

Annandale Capital, LLC

3.00K

Jun 30, 26

0.00%

SIGNATUREFD, LLC

3.00K

Jun 30, 26

0.00%

Snowden Capital Advisors LLC

2.99K

Jun 30, 26

0.00%

Retirement Planning Group

2.99K

Jun 30, 26

+33

0.00%

Caldwell Trust Co

2.98K

Jun 30, 26

-161

0.00%

Elevated Financial Group LLC

2.97K

Jun 30, 26

-333

0.00%

Operose Advisors LLC

2.96K

Jun 30, 26

-263

0.00%

Ellenbecker Investment Group

2.93K

Jun 30, 26

0.00%

Robinswood Financial LLC

2.93K

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

2.92K

Jun 30, 26

0.00%

Madrona Financial Services, LLC

2.90K

Jun 30, 26

0.00%

MARINO, STRAM & ASSOCIATES LLC

2.89K

Jun 30, 26

0.00%

QUADRANT CAPITAL GROUP LLC

2.87K

Jun 30, 26

+2.21K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

2.85K

Jun 30, 26

0.00%

Bragg Financial Advisors, Inc

2.82K

Jun 30, 26

0.00%

SeaCrest Wealth Management, LLC

2.81K

Jun 30, 26

+2.81K

0.00%

McGrath & Associates, Inc.

2.78K

Jun 30, 26

+2.78K

0.00%

Kathmere Capital Management, LLC

2.77K

Jun 30, 26

-203

0.00%

Fairvoy Private Wealth, LLC

2.77K

Jun 30, 26

+2.77K

0.00%

Summit Financial Strategies, Inc.

2.75K

Jun 30, 26

+2.75K

0.00%

Inspire Advisors, LLC

2.74K

Jun 30, 26

-126

0.00%

Continuum Advisory, LLC

2.74K

Jun 30, 26

+2.74K

0.00%

SILVERLAKE WEALTH MANAGEMENT LLC

2.72K

Jun 30, 26

-170

0.00%

Trust Point Inc.

2.72K

Jun 30, 26

-750

0.00%

Everhart Financial Group, Inc.

2.70K

Jun 30, 26

+2.70K

0.00%

Dakota Wealth Management

2.70K

Jun 30, 26

+2.70K

0.00%

SMITH, MOORE & CO.

2.69K

Jun 30, 26

+2.69K

0.00%

Kennebec Savings Bank

2.68K

Jun 30, 26

-62

0.00%

Marble Wealth, LLC

2.68K

Jun 30, 26

+2.68K

0.00%

WMG Financial Advisors, LLC

2.65K

Jun 30, 26

+2.65K

0.00%

STOLZ & ASSOCIATES, PS

2.65K

Jun 30, 26

+2.65K

0.00%

Meadow Creek Wealth Advisors LLC

2.61K

Jun 30, 26

+2.61K

0.00%

Pine Harbor Wealth Management, LLC

2.57K

Jun 30, 26

+2.57K

0.00%

Odyssey Group, LLC

2.53K

Jun 30, 26

+2.53K

0.00%

Ausdal Financial Partners, Inc.

2.50K

Jun 30, 26

+2.50K

0.00%

FinDec Wealth Services, Inc.

2.50K

Jun 30, 26

-469

0.00%

One Day In July LLC

2.49K

Jun 30, 26

+2.49K

0.00%

KILEY JUERGENS WEALTH MANAGEMENT, LLC

2.49K

Jun 30, 26

+2.49K

0.00%

BOKF, NA

2.44K

Jun 30, 26

+960

0.00%

Woodside Wealth Management LLC

2.43K

Jun 30, 26

+2.43K

0.00%

Ashton Thomas Private Wealth, LLC

2.36K

Jun 30, 26

0.00%

Newton One Investments LLC

2.32K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

2.30K

Jun 30, 26

-467

0.00%

Provenance Wealth Advisors, LLC

2.13K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

2.05K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

2.00K

Jun 30, 26

-243

0.00%

CVA Family Office, LLC

1.87K

Jun 30, 26

+282

0.00%

Nalls Sherbakoff Group, LLC

1.85K

Jun 30, 26

+989

0.00%

TFC Financial Management, Inc.

1.84K

Jun 30, 26

0.00%

IMA Wealth, Inc.

1.77K

Jun 30, 26

+1.77K

0.00%

Lodestone Wealth Management LLC

1.75K

Jun 30, 26

-886

0.00%

GAMMA Investing LLC

1.72K

Jun 30, 26

+1.72K

0.00%

C M BIDWELL & ASSOCIATES LTD

1.72K

Jun 30, 26

0.00%

Forum Finance Group S.A.

1.71K

Jun 30, 26

-1.39K

0.00%

Aspect Partners, LLC

1.71K

Jun 30, 26

0.00%

Rachor Investment Advisory Services, LLC

1.70K

Jun 30, 26

+215

0.00%

Highland Investment Advisors LLC

1.62K

Jun 30, 26

+1.62K

0.00%

True Wealth Design, LLC

1.60K

Jun 30, 26

-49

0.00%

Fairman Group, LLC

1.57K

Jun 30, 26

0.00%

Sawyer & Company, Inc

1.56K

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

1.52K

Jun 30, 26

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

1.52K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

1.44K

Jun 30, 26

-700

0.00%

PARK NATIONAL CORP /OH/

1.42K

Jun 30, 26

0.00%

Trust Co

1.38K

Jun 30, 26

+173

0.00%

PROSPERITY BANCSHARES INC

1.28K

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.20K

Jun 30, 26

+473

0.00%

TRUST CO OF VERMONT

1.17K

Jun 30, 26

+1.17K

0.00%

Glassy Mountain Advisors, Inc.

1.14K

Jun 30, 26

0.00%

RAFFA WEALTH MANAGEMENT, LLC

1.12K

Jun 30, 26

0.00%

Hilltop National Bank

1.11K

Jun 30, 26

0.00%

Parvin Asset Management, LLC

1.10K

Jun 30, 26

0.00%

Abound Wealth Management

1.10K

Jun 30, 26

-88

0.00%

FIRST COMMUNITY TRUST NA

1.07K

Jun 30, 26

+318

0.00%

SITTNER & NELSON, LLC

1.02K

Jun 30, 26

0.00%

Centennial Bank/AR/

1.01K

Jun 30, 26

+1.01K

0.00%

LOWE BROCKENBROUGH & CO INC

971

Jun 30, 26

+21

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

918

Jun 30, 26

0.00%

NBC SECURITIES, INC.

913

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

890

Jun 30, 26

0.00%

Grove Bank & Trust

886

Jun 30, 26

+186

0.00%

Cassaday & Co Wealth Management LLC

874

Jun 30, 26

-555

0.00%

Clark Wealth Partners

842

Jun 30, 26

0.00%

Urban Financial Advisory Corp

839

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

825

Jun 30, 26

-192

0.00%

Marshall & Sterling Wealth Advisors Inc.

780

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

778

Jun 30, 26

0.00%

Pacific Center for Financial Services

736

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

735

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

734

Jun 30, 26

0.00%

CoreCap Advisors, LLC

728

Jun 30, 26

-18

0.00%

Tradewinds Capital Management, LLC

727

Jun 30, 26

-753

0.00%

Geneos Wealth Management Inc.

718

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

714

Jun 30, 26

0.00%

FAS Wealth Partners, Inc.

714

Jun 30, 26

+344

0.00%

BankChampaign, National Association

683

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

672

Jun 30, 26

-50.18K

0.00%

Dunhill Financial, LLC

644

Jun 30, 26

-218

0.00%

PETERSON WEALTH MANAGEMENT

643

Jun 30, 26

0.00%

Quent Capital, LLC

615

Jun 30, 26

0.00%

Walsh & Associates, LLC

600

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

600

Jun 30, 26

-75

0.00%

FIRST UNITED BANK & TRUST

585

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

537

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

526

Jun 30, 26

+60

0.00%

Corsicana & Co.

504

Jun 30, 26

+504

0.00%

CONQUIS FINANCIAL LLC

438

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

415

Jun 30, 26

0.00%

Gleason Group, Inc.

378

Jun 30, 26

0.00%

City State Bank

375

Jun 30, 26

0.00%

Hughes Financial Services, LLC

372

Jun 30, 26

0.00%

HOWE & RUSLING INC

353

Jun 30, 26

0.00%

American Capital Advisory, LLC

350

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

343

Jun 30, 26

0.00%

OXFORD FINANCIAL GROUP LTD

329

Jun 30, 26

+329

0.00%

Qube Research & Technologies Ltd

322

Jun 30, 26

+322

0.00%

ABOUND FINANCIAL, LLC

312

Jun 30, 26

0.00%

PITTENGER & ANDERSON INC

312

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

311

Jun 30, 26

+311

0.00%

JNBA Financial Advisors

305

Jun 30, 26

+305

0.00%

BESSEMER GROUP INC

304

Jun 30, 26

0.00%

Morling Financial Advisors, LLC

303

Jun 30, 26

+303

0.00%

Transce3nd, LLC

296

Jun 30, 26

0.00%

SOUTHERN MICHIGAN BANK & TRUST

293

Jun 30, 26

+293

0.00%

SHP Wealth Management

290

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

287

Jun 30, 26

+33

0.00%

SouthState Corp

273

Jun 30, 26

-84

0.00%

United Community Bank

270

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

268

Jun 30, 26

0.00%

Nemes Rush Group LLC

268

Jun 30, 26

+268

0.00%

SYM FINANCIAL Corp

254

Jun 30, 26

0.00%

Westside Investment Management, Inc.

200

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

198

Jun 30, 26

+198

0.00%

Comprehensive Financial Planning, Inc./PA

195

Jun 30, 26

0.00%

ADKINS SEALE CAPITAL MANAGEMENT LLC

165

Jun 30, 26

0.00%

Kings Path Partners LLC

148

Jun 30, 26

0.00%

Birchwood Financial Partners, Inc.

126

Jun 30, 26

0.00%

FIRST HORIZON CORP

103

Jun 30, 26

0.00%

Truvestments Capital LLC

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

Jun 30, 26

-528

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

+18

0.00%

Cranbrook Wealth Management, LLC

Jun 30, 26

0.00%

Bangor Savings Bank

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

Jun 30, 26

-75

0.00%

Frazier Financial Advisors, LLC

Jun 30, 26

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

Jun 30, 26

-1.07K

Golden State Equity Partners

Jun 30, 26

-387

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-12.40K

Goldstein Advisors, LLC

Jun 30, 26

-3.28K

Independent Advisor Alliance

Jun 30, 26

-5.32K

Silver Grove Financial Group, Inc.

Jun 30, 26

-255

Wall Street Financial Group, Inc.

Jun 30, 26

-310

PRIVATE MANAGEMENT GROUP INC

Jun 30, 26

-2.87K

CITIGROUP INC

Jun 30, 26

-67

GK Wealth Management LLC

Jun 30, 26

-55.95K

Basepoint Wealth LLC

Jun 30, 26

-903

KMT WEALTH MANAGEMENT, LLC

Jun 30, 26

-90.46K

D. E. Shaw & Co., Inc.

Jun 30, 26

-13.91K

Wealthfront Advisers LLC

Jun 30, 26

-2.83K

Brinker Capital Investments, LLC

Jun 30, 26

-7.21K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-3.40K

Sound Income Strategies, LLC

Jun 30, 26

-118

Tolleson Wealth Management, Inc.

Jun 30, 26

-3.81K

COLDSTREAM CAPITAL MANAGEMENT INC

Jun 30, 26

-13.88K

Chokshi & Queen Wealth Advisors, Inc

Jun 30, 26

-11.49K

FLOW TRADERS U.S. LLC

Jun 30, 26

-17.37K

EVOKE WEALTH, LLC

Jun 30, 26

-8.95K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-72.53K

HHM Wealth Advisors, LLC

Jun 30, 26

-383

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-227

Owl Creek Wealth Partners LLC

Jun 30, 26

-309

VisionPoint Advisory Group, LLC

Jun 30, 26

-10.99K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-1.00K

CYPRESS FINANCIAL PLANNING LLC

Jun 30, 26

-11.66K

Smith & Howard Wealth Management, LLC

Jun 30, 26

-3.90K

Vestwell Advisors, LLC

Jun 30, 26

-526

Evanson Asset Management, LLC

1.21M

Mar 31, 26

+48.73K

0.64%

Premier Financial Group

1.18M

Mar 31, 26

-426

0.63%

Efficient Advisors, LLC

133.61K

Mar 31, 26

-5.33K

0.07%

CWM, LLC

128.72K

Mar 31, 26

-39.32K

0.07%

BUSH INVESTMENT GROUP, LLC

96.90K

Mar 31, 26

+4.77K

0.05%

EXENCIAL WEALTH ADVISORS, LLC

30.77K

Mar 31, 26

+4.28K

0.02%

Cherry Tree Wealth Management, LLC

26.31K

Mar 31, 26

+82

0.01%

Financial Connections Group, Inc.

18.54K

Mar 31, 26

+287

0.01%

U.S. Capital Wealth Advisors, LLC

15.37K

Mar 31, 26

+1.61K

0.01%

SMITH CHAS P & ASSOCIATES PA CPAS

10.17K

Mar 31, 26

+911

0.01%

Parkside Financial Bank & Trust

9.89K

Mar 31, 26

+1.33K

0.01%

McIlrath & Eck, LLC

5.96K

Mar 31, 26

+3.54K

0.00%

Signature Wealth Management Group

4.85K

Mar 31, 26

-7

0.00%

Claris Financial LLC

4.75K

Mar 31, 26

+4.75K

0.00%

Skopos Labs, Inc.

3.04K

Mar 31, 26

0.00%

Red Tortoise LLC

2.69K

Mar 31, 26

0.00%

North Ridge Wealth Advisors, Inc.

1.69K

Mar 31, 26

0.00%

COMERICA BANK

393.52K

Dec 31, 25

-2.42K

0.21%

Divergent Planning, LLC

361.02K

Dec 31, 25

+7.24K

0.19%

Grunden Financial Advisory, Inc.

65.79K

Dec 31, 25

+13.36K

0.03%

MLG Wealth Management DBA Pine Grove Financial Group

57.99K

Dec 31, 25

+57.99K

0.03%

FineMark National Bank & Trust

39.84K

Dec 31, 25

+4.17K

0.02%

Edge Financial Advisors LLC

6.25K

Dec 31, 25

+18

0.00%

Cadence Bank

5.16K

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

4.74K

Dec 31, 25

-2.03K

0.00%

REDMONT WEALTH ADVISORS LLC

2.33K

Dec 31, 25

+85

0.00%

Motiv8 Investments LLC

2.30K

Dec 31, 25

+2.30K

0.00%

CIBC Private Wealth Group, LLC

1.02K

Dec 31, 25

0.00%

Running Point Capital Advisors, LLC

755

Dec 31, 25

0.00%

ORG Partners LLC

387

Dec 31, 25

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-78

Prosperity Wealth Management, Inc.

Dec 31, 25

-2.93K

Total Wealth Planning, LLC

Dec 31, 25

-13.18K

PBMares Wealth Management LLC

239.98K

Sep 30, 25

+4.69K

0.13%

SYNOVUS FINANCIAL CORP

64.52K

Sep 30, 25

+14.72K

0.03%

Wealthstream Advisors, Inc.

36.39K

Sep 30, 25

-2.52K

0.02%

Willow Creek Wealth Management Inc.

35.74K

Sep 30, 25

+14

0.02%

Hemington Wealth Management

29.51K

Sep 30, 25

0.02%

WETHERBY ASSET MANAGEMENT INC

22.80K

Sep 30, 25

+355

0.01%

PINNACLE FINANCIAL PARTNERS INC

8.99K

Sep 30, 25

-753

0.00%

Accredited Wealth Management, LLC

6.60K

Sep 30, 25

-15.53K

0.00%

ASSET PLANNING CORPORATION

5.07K

Sep 30, 25

0.00%

Watts Gwilliam & Co., LLC

3.72K

Sep 30, 25

0.00%

Pineridge Advisors LLC

164

Sep 30, 25

0.00%

Financial Advocates Investment Management

Sep 30, 25

-5.45K

Promus Capital, LLC

Sep 30, 25

-355

AVANTAX ADVISORY SERVICES, INC.

215.90K

Jun 30, 25

+17.45K

0.11%

Bordeaux Wealth Advisors LLC

74.61K

Jun 30, 25

+21

0.04%

KRAFT ASSET MANAGEMENT, LLC

61.64K

Jun 30, 25

-1.55K

0.03%

Efficient Frontier Advisors LLC

53.43K

Jun 30, 25

-5.59K

0.03%

ACAS, LLC

51.15K

Jun 30, 25

+4.07K

0.03%

Parkworth Wealth Management, Inc.

46.69K

Jun 30, 25

+1.39K

0.02%

Jentner Corp

17.79K

Jun 30, 25

+6.50K

0.01%

Congress Wealth Management LLC / DE /

9.79K

Jun 30, 25

0.01%

PrairieView Partners, LLC

7.81K

Jun 30, 25

0.00%

Christopher J. Hasenberg, Inc

3.71K

Jun 30, 25

+3.71K

0.00%

First Horizon Advisors, Inc.

428

Jun 30, 25

0.00%

Legacy Investment Solutions, LLC

147

Jun 30, 25

+147

0.00%

Vista Wealth Management Group, LLC

788.38K

Mar 31, 25

+37.42K

0.42%

US FINANCIAL ADVISORS, LLC

109.16K

Mar 31, 25

+177

0.06%

Sandy Spring Bank

50.95K

Mar 31, 25

+926

0.03%

Cahill Wealth Management, LLC

43.82K

Mar 31, 25

+22.40K

0.02%

Wade Financial Advisory, Inc

42.17K

Mar 31, 25

-36

0.02%

Michael A. Dubis Financial Planning, LLC

16.04K

Mar 31, 25

0.01%

Orion Portfolio Solutions, LLC

10.55K

Mar 31, 25

-4.12K

0.01%

Marcum Wealth, LLC

6.80K

Mar 31, 25

+15

0.00%

Aveo Capital Partners, LLC

5.09K

Mar 31, 25

-166

0.00%

BluePointe Capital Management, LLC

4.03K

Mar 31, 25

+82

0.00%

Safeguard Financial, LLC

3.52K

Mar 31, 25

-102

0.00%

CRITERION CAPITAL ADVISORS, LLC

112.25K

Dec 31, 24

0.06%

M Financial Asset Management, Inc.

61.29K

Dec 31, 24

-4.38K

0.03%

Riggs Capital Management LLC

33.91K

Dec 31, 24

+33.91K

0.02%

Cassady Schiller Wealth Management, LLC

19.76K

Dec 31, 24

-161

0.01%

Peninsula Wealth, LLC

11.41K

Dec 31, 24

+26

0.01%

HTLF Bank

10.58K

Dec 31, 24

-9

0.01%

Merriman Wealth Management, LLC

10.31K

Dec 31, 24

-163

0.01%

Carlson Capital Management

7.38K

Dec 31, 24

-198

0.00%

Sanctuary Wealth Management, L.L.C.

7.13K

Dec 31, 24

-76

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

1.69K

Dec 31, 24

-18

0.00%

HBC Financial Services, PLLC

162

Dec 31, 24

+162

0.00%

Raymond James Financial Services Advisors, Inc.

376.03K

Sep 30, 24

+58.37K

0.20%

Advisory Services & Investments, LLC

189.16K

Sep 30, 24

-13.22K

0.10%

Annapolis Financial Services, LLC

161.39K

Sep 30, 24

+16.13K

0.09%

RAYMOND JAMES & ASSOCIATES

98.12K

Sep 30, 24

+14.82K

0.05%

All Season Financial Advisors, Inc.

39.32K

Sep 30, 24

+2.59K

0.02%

Axiom Advisory, LLC

33.74K

Sep 30, 24

+604

0.02%

Waypoint Capital Advisors, LLC

21.80K

Sep 30, 24

+888

0.01%

RAYMOND JAMES TRUST N.A.

20.20K

Sep 30, 24

-658

0.01%

GUNN & Co INVESTMENT MANAGEMENT, INC.

11.29K

Sep 30, 24

0.01%

First Trust Direct Indexing L.P.

4.03K

Sep 30, 24

0.00%

FinTrust Capital Advisors, LLC

2.61K

Sep 30, 24

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

1.08K

Sep 30, 24

+1.08K

0.00%

BBJS FINANCIAL ADVISORS, LLC

407

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.72M

Jun 30, 24

-2.32K

1.45%

FMFE Wealth Management, LLC

204.26K

Jun 30, 24

-136

0.11%

Private Ocean, LLC

28.76K

Jun 30, 24

-3.63K

0.02%

WALDEN WEALTH PARTNERS LLC

22.83K

Jun 30, 24

+1.15K

0.01%

KARPAS STRATEGIES, LLC

17.70K

Jun 30, 24

+2.67K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.59K

Jun 30, 24

+107

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-20.31K

ML & R WEALTH MANAGEMENT LLC

703.65K

Mar 31, 24

-48.31K

0.37%

Cetera Advisor Networks LLC

79.17K

Mar 31, 24

+9.51K

0.04%

SOUNDMARK WEALTH MANAGEMENT, LLC

69.91K

Mar 31, 24

+1.40K

0.04%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

36.62K

Mar 31, 24

+189

0.02%

Bromfield Sneider Wealth Advisors

24.39K

Mar 31, 24

+6.36K

0.01%

Cetera Advisors LLC

21.06K

Mar 31, 24

+8.01K

0.01%

FirstPurpose Wealth LLC

Mar 31, 24

-3.64K

RESOURCE CONSULTING GROUP INC

1.05M

Dec 31, 23

-81.32K

0.56%

Regal Wealth Group, Inc.

142.85K

Dec 31, 23

+4.88K

0.08%

Traverso Chambers Private Wealth Management, LLC

136.00K

Dec 31, 23

+5.67K

0.07%

Curi Wealth Management, LLC

15.17K

Dec 31, 23

0.01%

Bridgeworth, LLC

8.07K

Dec 31, 23

0.00%

Baystate Wealth Management LLC

7.37K

Dec 31, 23

+83

0.00%

DFPG INVESTMENTS, LLC

6.04K

Dec 31, 23

-1.21K

0.00%

Bartlett & Co. LLC

1.65K

Dec 31, 23

0.00%

PATHSTONE FAMILY OFFICE, LLC

369.98K

Sep 30, 23

+294.39K

0.20%

Column Capital Advisors, LLC

271.34K

Sep 30, 23

-4.41K

0.14%

COMERICA SECURITIES,INC.

125.86K

Sep 30, 23

-2.56K

0.07%

3D/L Capital Management, LLC

51.82K

Sep 30, 23

+671

0.03%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

33.87K

Sep 30, 23

-16.00K

0.02%

DUBUQUE BANK & TRUST CO

15.59K

Sep 30, 23

+15.59K

0.01%

BEDEL FINANCIAL CONSULTING INC

11.25K

Sep 30, 23

+11.25K

0.01%

WealthOne, LLC

8.76K

Sep 30, 23

+11

0.00%

TRIAD FINANCIAL ADVISORS, INC.

6.16K

Sep 30, 23

0.00%

COLONY GROUP LLC

3.86K

Sep 30, 23

+3.86K

0.00%

V Wealth Advisors LLC

Sep 30, 23

-8.59K

Relaxing Retirement Coach

534.15K

Jun 30, 23

+23.35K

0.28%

First Command Bank

206.34K

Jun 30, 23

+206.34K

0.11%

First Command Financial Services, Inc.

206.34K

Jun 30, 23

+206.34K

0.11%

Veritable, L.P.

171.84K

Jun 30, 23

+58.64K

0.09%

TIAA, FSB

36.32K

Jun 30, 23

+9.44K

0.02%

Silicon Hills Wealth Management, LLC

8.99K

Jun 30, 23

+86

0.00%

Lumature Wealth Partners, LLC

1.02K

Jun 30, 23

+1.02K

0.00%

Vigilant Capital Management, LLC

300

Jun 30, 23

-100

0.00%

First Capital Advisors Group, LLC.

164

Jun 30, 23

+164

0.00%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-34

Brainard Capital Management LLC

56.79K

Mar 31, 23

+16.93K

0.03%

Baldrige Asset Management LLC

9.74K

Mar 31, 23

+849

0.01%

STONNINGTON GROUP, LLC

4.40K

Mar 31, 23

+4.40K

0.00%

Clear Perspectives Financial Planning, LLC

350

Mar 31, 23

+350

0.00%

Equius Partners, Inc.

60.75K

Dec 31, 22

-700

0.03%

RESOLUTE FINANCIAL, LLC

16.23K

Dec 31, 22

+1.04K

0.01%

Harrison & Co Wealth Management, LLC

6.74K

Dec 31, 22

+6.74K

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

4.47K

Dec 31, 22

+14

0.00%

Sargent Bickham Lagudis LLC

1.00K

Dec 31, 22

0.00%

Burleson & Company, LLC

705

Dec 31, 22

0.00%

DOWLING & YAHNKE LLC

417.34K

Sep 30, 22

-3.05K

0.22%

CPWM, LLC

145.82K

Sep 30, 22

+55.46K

0.08%

55I, LLC

13.62K

Sep 30, 22

+7.96K

0.01%

MUFG Americas Holdings Corp

8.74K

Sep 30, 22

-800

0.00%

RGT Wealth Advisors, LLC

8.05K

Sep 30, 22

-3.26K

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.74K

Sep 30, 22

+1.74K

0.00%

Covington Capital Management

1.24K

Sep 30, 22

0.00%

American Portfolios Advisors

1.03K

Sep 30, 22

+1.03K

0.00%

Surevest, LLC

Sep 30, 22

-682

ACG Wealth

Sep 30, 22

-30

REGENTATLANTIC CAPITAL LLC

Sep 30, 22

-5.15K

Bell Rock Capital LLC

Sep 30, 22

-16.71K

Frontier Wealth Management LLC

3.89K

Jun 30, 22

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

526.99K

Mar 31, 22

-8.19K

0.28%

People's United Financial, Inc.

5.38K

Mar 31, 22

+1.94K

0.00%

KINGS POINT CAPITAL MANAGEMENT

1.52K

Mar 31, 22

0.00%

KEYSTONE WEALTH PARTNERS

Mar 31, 22

-8.32K

Resource Management, LLC

5.84K

Dec 31, 21

0.00%

NEXT Financial Group, Inc

Dec 31, 21

-300

MANAGED ACCOUNT SERVICES INC

101.19K

Sep 30, 21

-7.78K

0.05%

TIAA Kaspick, LLC

21.13K

Sep 30, 21

0.01%

Hochman Cole Investment Advisors, Inc.

4.83K

Sep 30, 21

+4.83K

0.00%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

36.99K

Jun 30, 21

+36.99K

0.02%

USCA RIA LLC

17.66K

Jun 30, 21

+17.66K

0.01%

BEL AIR INVESTMENT ADVISORS LLC

9.21K

Jun 30, 21

+9.21K

0.00%

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

7.59K

Jun 30, 21

+7.59K

0.00%

MACRO Consulting Group

3.88K

Jun 30, 21

+3.88K

0.00%

Hoover Financial Advisors, Inc.

2.25K

Jun 30, 21

+2.25K

0.00%

FormulaFolio Investments, LLC

1.78K

Jun 30, 21

+1.78K

0.00%