Dimensional - US Targeted Value ETF(DFAT)

$70.37—Stale · unknown old

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Dimensional - US Targeted Value ETF(DFAT)

NYSE • Last print unknown ago

$70.37—Stale · unknown old

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DFAT(DFAT)

DFAT

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Institutional Ownership

Top 1032 Institutional Holders

Holder	Shares	Date	Change	% Held
Creative Planning	13.31M	Jun 30, 26	-216.33K	6.57%
Colony Group, LLC	12.49M	Jun 30, 26	-652.20K	6.17%
Forum Financial Management, LP	10.38M	Jun 30, 26	+34.00K	5.13%
Index Fund Advisors, Inc.	6.33M	Jun 30, 26	-55.36K	3.13%
Pure Financial Advisors, LLC	5.71M	Jun 30, 26	+194.71K	2.82%
Buckingham Strategic Partners	5.63M	Jun 30, 26	-83.67K	2.78%
Savant Capital, LLC	5.35M	Jun 30, 26	+566.62K	2.64%
EP Wealth Advisors, LLC	4.75M	Jun 30, 26	+450.90K	2.35%
JACKSON THORNTON ASSET MANAGEMENT, LLC	2.81M	Jun 30, 26	-26.12K	1.39%
Asset Dedication, LLC	2.55M	Jun 30, 26	+8.67K	1.26%
Apella Capital, LLC	2.08M	Jun 30, 26	-55.13K	1.03%
RAYMOND JAMES FINANCIAL INC	1.83M	Jun 30, 26	-213.95K	0.91%
CI Private Wealth, LLC	1.80M	Jun 30, 26	-843.41K	0.89%
HighTower Advisors, LLC	1.79M	Jun 30, 26	-14.54K	0.88%
Trust Co of the South	1.75M	Jun 30, 26	-36.38K	0.87%
MERCER GLOBAL ADVISORS INC /ADV	1.68M	Jun 30, 26	+129.12K	0.83%
BANK OF AMERICA CORP /DE/	1.62M	Jun 30, 26	+87.53K	0.80%
CAPITAL PERFORMANCE ADVISORS LLP	1.51M	Jun 30, 26	+10.26K	0.74%
Smartleaf Asset Management LLC	1.49M	Jun 30, 26	--	0.74%
Truepoint, Inc.	1.46M	Jun 30, 26	-17.00K	0.72%
GREAT OAK CAPITAL PARTNERS, LLC	1.44M	Jun 30, 26	+6.05K	0.71%
Sequoia Financial Advisors, LLC	1.39M	Jun 30, 26	+18.14K	0.69%
Cerity Partners LLC	1.34M	Jun 30, 26	+209.85K	0.66%
LPL Financial LLC	1.26M	Jun 30, 26	+48.52K	0.62%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.18M	Jun 30, 26	+99.31K	0.58%
Sensible Money, LLC	1.09M	Jun 30, 26	+23.06K	0.54%
Evanson Financial, LLC	1.09M	Jun 30, 26	+1.09M	0.54%
Allworth Financial LP	1.06M	Jun 30, 26	+13.76K	0.52%
Abacus Wealth Partners, LLC	1.02M	Jun 30, 26	-332.92K	0.51%
Parkwoods Wealth Partners, LLC	925.41K	Jun 30, 26	+13.06K	0.46%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	922.73K	Jun 30, 26	+8.66K	0.46%
Team Hewins, LLC	917.91K	Jun 30, 26	-2.38K	0.45%
Great Waters Wealth Management	888.36K	Jun 30, 26	+34.95K	0.44%
JONES FINANCIAL COMPANIES LLLP	846.85K	Jun 30, 26	+212.91K	0.42%
ASSETMARK, INC	845.93K	Jun 30, 26	+378.91K	0.42%
ENVESTNET ASSET MANAGEMENT INC	825.21K	Jun 30, 26	+137.41K	0.41%
Joel Isaacson & Co., LLC	823.93K	Jun 30, 26	+10.45K	0.41%
BAYSHORE ASSET MANAGEMENT, LLC	816.65K	Jun 30, 26	-19.06K	0.40%
Mariner, LLC	787.15K	Jun 30, 26	-67.53K	0.39%
SAX WEALTH ADVISORS, LLC	775.38K	Jun 30, 26	+17.97K	0.38%
Modera Wealth Management, LLC	770.65K	Jun 30, 26	+36.92K	0.38%
Plancorp, LLC	758.03K	Jun 30, 26	-636.08K	0.37%
MONOGRAPH WEALTH ADVISORS, LLC	756.91K	Jun 30, 26	+25.20K	0.37%
RW Investment Management LLC	741.76K	Jun 30, 26	-20.94K	0.37%
Three Arch Wealth Management LLC	730.94K	Jun 30, 26	-7.08K	0.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC	712.67K	Jun 30, 26	-45.15K	0.35%
KEB ASSET MANAGEMENT, LLC	685.04K	Jun 30, 26	-2.63K	0.34%
Cetera Investment Advisers	662.40K	Jun 30, 26	+11.67K	0.33%
JPMORGAN CHASE & CO	658.10K	Jun 30, 26	+32.97K	0.33%
Tumwater Wealth Management, LLC	636.71K	Jun 30, 26	+7.97K	0.31%
Helen Stephens Group, LLC	584.68K	Jun 30, 26	+48.47K	0.29%
Richard Young Associates, Ltd.	558.63K	Jun 30, 26	-347	0.28%
Confluence Wealth Services, Inc.	554.56K	Jun 30, 26	+97.54K	0.27%
Financial Harvest, LLC	538.07K	Jun 30, 26	+30.44K	0.27%
UBS Group AG	529.30K	Jun 30, 26	+76.85K	0.26%
MOSAIC FAMILY WEALTH PARTNERS, LLC	505.94K	Jun 30, 26	+17.35K	0.25%
EnRich Financial Partners LLC	504.55K	Jun 30, 26	-17.07K	0.25%
Beaird Harris Wealth Management, LLC	472.42K	Jun 30, 26	-12.46K	0.23%
Summit Financial Strategies, Inc.	472.33K	Jun 30, 26	+26.04K	0.23%
Planning Center, Inc.	467.30K	Jun 30, 26	-297	0.23%
TCI Wealth Advisors, Inc.	465.34K	Jun 30, 26	-5.47K	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	461.95K	Jun 30, 26	+10.19K	0.23%
NorthAvenue LLC	455.18K	Jun 30, 26	+14.26K	0.22%
AE Wealth Management LLC	454.66K	Jun 30, 26	+14.09K	0.22%
Babb Wealth Advisors LLC	453.83K	Jun 30, 26	+15.64K	0.22%
AQR CAPITAL MANAGEMENT LLC	447.59K	Jun 30, 26	+56.59K	0.22%
Conrad Siegel Investment Advisors, Inc.	445.52K	Jun 30, 26	+4.99K	0.22%
FORVIS Wealth Advisors, LLC	436.22K	Jun 30, 26	-47.23K	0.22%
Squire Investment Management Company, LLC	432.12K	Jun 30, 26	-978	0.21%
Watchman Group, Inc.	431.66K	Jun 30, 26	+1.15K	0.21%
Disciplined Equity Management, Inc.	429.10K	Jun 30, 26	+14.93K	0.21%
Allen Capital Group, LLC	421.97K	Jun 30, 26	+3.37K	0.21%
TFC Financial Management, Inc.	411.49K	Jun 30, 26	+2.51K	0.20%
Cambridge Financial Group, LLC	405.76K	Jun 30, 26	+15.75K	0.20%
Meritas Wealth Management, LLC	403.50K	Jun 30, 26	-1.54K	0.20%
Lauterbach Financial Advisors, LLC	390.42K	Jun 30, 26	+907	0.19%
First Command Advisory Services, Inc.	387.11K	Jun 30, 26	-92.28K	0.19%
Foster Group, Inc.	385.53K	Jun 30, 26	-8.71K	0.19%
MASTER'S WEALTH MANAGEMENT INC.	384.73K	Jun 30, 26	+20.41K	0.19%
Henrickson Nauta Wealth Advisors, Inc.	384.68K	Jun 30, 26	+10.72K	0.19%
TFO-TDC, LLC	381.72K	Jun 30, 26	-15.17K	0.19%
Betterment LLC	380.19K	Jun 30, 26	+13.49K	0.19%
MISSION WEALTH MANAGEMENT, LP	373.16K	Jun 30, 26	+173.46K	0.18%
ECLECTIC ASSOCIATES INC /ADV	369.25K	Jun 30, 26	+19.61K	0.18%
Triune Financial Partners, LLC	366.69K	Jun 30, 26	+10.99K	0.18%
Sterling Wealth Management, Inc.	365.05K	Jun 30, 26	+824	0.18%
Equitable Holdings, Inc.	363.05K	Jun 30, 26	+22.10K	0.18%
Elser Financial Planning, Inc	358.38K	Jun 30, 26	-10.88K	0.18%
TRUIST FINANCIAL CORP	355.24K	Jun 30, 26	+48.43K	0.18%
Guardian Wealth Management, LLC	352.50K	Jun 30, 26	-4.57K	0.17%
BlackRock, Inc.	349.81K	Jun 30, 26	+95.23K	0.17%
Visionary Wealth Advisors	344.96K	Jun 30, 26	-1.68K	0.17%
CHOREO, LLC	343.58K	Jun 30, 26	-1.99K	0.17%
Tillman Hartley LLC	331.93K	Jun 30, 26	-8.64K	0.16%
KELLY FINANCIAL GROUP LLC	329.93K	Jun 30, 26	+2.54K	0.16%
RS CRUM INC.	326.26K	Jun 30, 26	+4.32K	0.16%
Farther Finance Advisors, LLC	325.06K	Jun 30, 26	+56.42K	0.16%
Kilner Capital Advisors, LLC	319.75K	Jun 30, 26	+1.57K	0.16%
Atlantic Union Bankshares Corp	315.25K	Jun 30, 26	+21.11K	0.16%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	314.29K	Jun 30, 26	+15.47K	0.16%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	311.40K	Jun 30, 26	+903	0.15%
CARDIFF PARK ADVISORS, LLC	307.99K	Jun 30, 26	-9.25K	0.15%
Crestmont Private Wealth LLC	307.00K	Jun 30, 26	+112.25K	0.15%
D.A. DAVIDSON & CO.	305.34K	Jun 30, 26	+52.29K	0.15%
BlueSky Wealth Advisors, LLC	304.99K	Jun 30, 26	+10.48K	0.15%
Financial Engines Advisors L.L.C.	302.75K	Jun 30, 26	-22.93K	0.15%
Keyes, Stange & Wooten Wealth Management, LLC	301.74K	Jun 30, 26	+2.30K	0.15%
Beacon Pointe Advisors, LLC	301.25K	Jun 30, 26	-5.85K	0.15%
Cambridge Investment Research Advisors, Inc.	297.60K	Jun 30, 26	+46.64K	0.15%
Prism Advisors, Inc.	293.96K	Jun 30, 26	-9.18K	0.15%
DOPKINS WEALTH MANAGEMENT, LLC	292.78K	Jun 30, 26	-4.44K	0.14%
RF&L WEALTH MANAGEMENT, LLC	288.96K	Jun 30, 26	-849	0.14%
PARK AVENUE SECURITIES LLC	283.61K	Jun 30, 26	+34.15K	0.14%
ROYAL BANK OF CANADA	277.52K	Jun 30, 26	+6.29K	0.14%
LIBRA WEALTH LLC	276.12K	Jun 30, 26	-3.96K	0.14%
Aspen Capital Management, LLC	274.33K	Jun 30, 26	-2.95K	0.14%
YOUNGS ADVISORY GROUP, INC.	273.68K	Jun 30, 26	-2.31K	0.14%
Pathstone Holdings, LLC	273.03K	Jun 30, 26	-63.63K	0.13%
WPWealth LLP	252.33K	Jun 30, 26	-32.77K	0.12%
Quantum Financial Advisors, LLC	251.65K	Jun 30, 26	-1.45K	0.12%
MORGAN STANLEY	245.28K	Jun 30, 26	+33	0.12%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	237.57K	Jun 30, 26	+1.54K	0.12%
Graver Capital Management, LLC	235.84K	Jun 30, 26	-10.62K	0.12%
Altiora Financial Group, LLC	234.70K	Jun 30, 26	-272	0.12%
OLIO Financial Planning	233.80K	Jun 30, 26	+3.52K	0.12%
McLean Asset Management Corp	226.50K	Jun 30, 26	-4.48K	0.11%
FIDUCIARY FINANCIAL GROUP, LLC	225.57K	Jun 30, 26	+14.88K	0.11%
HMV Wealth Advisors, LLC	221.62K	Jun 30, 26	+55	0.11%
Navigoe, LLC	220.71K	Jun 30, 26	-688	0.11%
JDH Wealth Management, LLC	217.91K	Jun 30, 26	-5.03K	0.11%
Wealth Management Nebraska	212.79K	Jun 30, 26	-2.19K	0.11%
Ruedi Wealth Management, Inc.	212.72K	Jun 30, 26	-3.81K	0.11%
ShankerValleau Wealth Advisors, Inc.	209.33K	Jun 30, 26	-6.02K	0.10%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	205.89K	Jun 30, 26	-336	0.10%
ADVISOR GROUP HOLDINGS, INC.	203.91K	Jun 30, 26	+29.87K	0.10%
Kings Path Partners LLC	203.73K	Jun 30, 26	+36.89K	0.10%
Capstone Wealth Management, LLC	195.95K	Jun 30, 26	-6.85K	0.10%
Navigation Group, LLC	194.54K	Jun 30, 26	+1.57K	0.10%
ASPIRIANT, LLC	188.31K	Jun 30, 26	--	0.09%
Moisand Fitzgerald Tamayo, LLC	187.14K	Jun 30, 26	-3.07K	0.09%
VESTIA PERSONAL WEALTH ADVISORS	185.19K	Jun 30, 26	-66	0.09%
Spire Wealth Management	181.35K	Jun 30, 26	+3.04K	0.09%
Larson Financial Group LLC	181.26K	Jun 30, 26	-33.73K	0.09%
Disciplined Investments, LLC	180.24K	Jun 30, 26	+10.11K	0.09%
PINNEY & SCOFIELD, INC.	177.70K	Jun 30, 26	-2.15K	0.09%
BAKER TILLY WEALTH MANAGEMENT, LLC	177.63K	Jun 30, 26	-9.57K	0.09%
Robertson Stephens Wealth Management, LLC	176.12K	Jun 30, 26	+301	0.09%
VANCE WEALTH, INC.	167.09K	Jun 30, 26	+711	0.08%
Pioneer Wealth Management Group	166.16K	Jun 30, 26	+12.43K	0.08%
MML INVESTORS SERVICES, LLC	161.70K	Jun 30, 26	-10.96K	0.08%
McKinley Carter Wealth Services, Inc.	155.00K	Jun 30, 26	+7.89K	0.08%
New England Private Wealth Advisors LLC	154.99K	Jun 30, 26	-3.24K	0.08%
REGIONS FINANCIAL CORP	151.22K	Jun 30, 26	+3	0.07%
OMNI 360 Wealth, Inc.	149.85K	Jun 30, 26	-18.91K	0.07%
Lutz Financial Services LLC	148.45K	Jun 30, 26	-1.06K	0.07%
Pillar Financial Advisors, LLC	148.34K	Jun 30, 26	-101	0.07%
LEGACY FINANCIAL GROUP, INC.	147.30K	Jun 30, 26	-4.55K	0.07%
Austin Asset Management Co Inc	146.54K	Jun 30, 26	-3.27K	0.07%
Avondale Wealth Management	146.35K	Jun 30, 26	+12.86K	0.07%
Kestra Advisory Services, LLC	142.53K	Jun 30, 26	+8.77K	0.07%
American Investment Services, Inc.	142.44K	Jun 30, 26	-214	0.07%
Stratos Wealth Partners, LTD.	142.10K	Jun 30, 26	+10.88K	0.07%
Strategic Investment Solutions, Inc. /IL	141.62K	Jun 30, 26	+4.31K	0.07%
City State Bank	141.57K	Jun 30, 26	+7.75K	0.07%
Twin Cities Retirement Group LLC	139.00K	Jun 30, 26	-6.35K	0.07%
MATHER GROUP, LLC.	137.04K	Jun 30, 26	-4.71K	0.07%
JUNCTURE WEALTH STRATEGIES, LLC	136.85K	Jun 30, 26	+230	0.07%
Gradient Capital Advisors, LLC	134.62K	Jun 30, 26	-3.92K	0.07%
Highland Investment Advisors LLC	134.49K	Jun 30, 26	+134.49K	0.07%
LIBERTY WEALTH MANAGEMENT LLC	134.17K	Jun 30, 26	--	0.07%
Vawter Financial, Ltd.	132.90K	Jun 30, 26	-2.72K	0.07%
SCRATCH CAPITAL LLC	131.83K	Jun 30, 26	+11	0.07%
DiNuzzo Private Wealth, Inc.	131.67K	Jun 30, 26	-2.27K	0.07%
Lakeshore Financial Planning, Inc.	128.43K	Jun 30, 26	-1.43K	0.06%
CAPTRUST FINANCIAL ADVISORS	128.26K	Jun 30, 26	-10.18K	0.06%
Annandale Capital, LLC	128.20K	Jun 30, 26	+8.66K	0.06%
OPPENHEIMER & CO INC	127.32K	Jun 30, 26	-1.49K	0.06%
Quantinno Capital Management LP	126.19K	Jun 30, 26	+26.85K	0.06%
Timonier Family Office, LTD.	125.86K	Jun 30, 26	+125.86K	0.06%
Rather & Kittrell, Inc.	123.49K	Jun 30, 26	-2.98K	0.06%
Mason Investment Advisory Services, Inc.	120.47K	Jun 30, 26	+212	0.06%
Quantum Financial Planning Services, Inc.	120.43K	Jun 30, 26	+20.15K	0.06%
Arkadios Wealth Advisors	118.68K	Jun 30, 26	+15.61K	0.06%
Schoolcraft Capital LLC	117.22K	Jun 30, 26	-357	0.06%
Capstone Wealth Management, Inc.	114.47K	Jun 30, 26	+3.27K	0.06%
WATERSHED PRIVATE WEALTH LLC	114.09K	Jun 30, 26	-3.07K	0.06%
TAGStone Capital, Inc.	108.88K	Jun 30, 26	+4.75K	0.05%
Parkshore Wealth Management, Inc.	107.01K	Jun 30, 26	-4.78K	0.05%
Seneschal Advisors, LLC	106.80K	Jun 30, 26	-3.37K	0.05%
FMB WEALTH MANAGEMENT	103.20K	Jun 30, 26	-2.09K	0.05%
Ariadne Wealth Management, LP	103.00K	Jun 30, 26	-1.10K	0.05%
BWM Planning, LLC	102.50K	Jun 30, 26	+1.52K	0.05%
NORTHWEST WEALTH MANAGEMENT, LLC	102.29K	Jun 30, 26	-2.29K	0.05%
Valued Wealth Advisors LLC	100.81K	Jun 30, 26	-4.58K	0.05%
Mills Wealth Advisors LLC	100.70K	Jun 30, 26	+4.78K	0.05%
STIFEL FINANCIAL CORP	99.32K	Jun 30, 26	-552	0.05%
NewEdge Advisors, LLC	99.07K	Jun 30, 26	+9.46K	0.05%
Weinberger Asset Management, Inc	98.45K	Jun 30, 26	+6.89K	0.05%
COGENT STRATEGIC WEALTH LLC	97.21K	Jun 30, 26	-3.50K	0.05%
Ferguson Johnson Wealth Management Inc	96.61K	Jun 30, 26	-602	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	96.06K	Jun 30, 26	+96.06K	0.05%
Vestment Financial LLC	92.82K	Jun 30, 26	+4.77K	0.05%
SwitchPoint Financial Planning, LLC	92.37K	Jun 30, 26	+129	0.05%
CLARIS ADVISORS, LLC / MO /	91.79K	Jun 30, 26	-2.51K	0.05%
Bedel Financial Consulting, Inc.	90.71K	Jun 30, 26	+15.55K	0.04%
Greenspring Advisors, LLC	90.70K	Jun 30, 26	-1.19K	0.04%
STUDIO INVESTMENT MANAGEMENT LLC	90.52K	Jun 30, 26	+3.38K	0.04%
Gibson Capital, LLC	88.99K	Jun 30, 26	-1.03K	0.04%
Glassy Mountain Advisors, Inc.	88.17K	Jun 30, 26	-1.79K	0.04%
Lionshead Wealth Management, LLC	87.11K	Jun 30, 26	+2.32K	0.04%
WorthPointe, LLC	87.02K	Jun 30, 26	+5.15K	0.04%
Baird Financial Group, Inc.	86.95K	Jun 30, 26	-812	0.04%
CogentBlue Wealth Advisors, LLC	86.65K	Jun 30, 26	-2.53K	0.04%
Private Advisor Group, LLC	85.94K	Jun 30, 26	+42.70K	0.04%
Burk Holdings LLC	84.64K	Jun 30, 26	-2.58K	0.04%
MARYLAND CAPITAL ADVISORS INC.	84.41K	Jun 30, 26	+84.41K	0.04%
1900 WEALTH MANAGEMENT LLC	83.91K	Jun 30, 26	-999	0.04%
Platform Wealth Management, LLC	83.40K	Jun 30, 26	+83.40K	0.04%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	83.08K	Jun 30, 26	-1.06K	0.04%
Shearwater Capital LLC	82.11K	Jun 30, 26	--	0.04%
Porter White Investment Advisors, Inc.	81.64K	Jun 30, 26	-2.18K	0.04%
HB Wealth Management, LLC	81.55K	Jun 30, 26	+12.06K	0.04%
Aviance Capital Partners, LLC	80.61K	Jun 30, 26	+3.41K	0.04%
CLUNE & ASSOCIATES, LTD.	79.67K	Jun 30, 26	-978	0.04%
MAI Capital Management	79.25K	Jun 30, 26	+12.86K	0.04%
Integrated Wealth Concepts LLC	78.33K	Jun 30, 26	+30.46K	0.04%
B&D White Capital Company, LLC	77.21K	Jun 30, 26	-1.30K	0.04%
Bragg Financial Advisors, Inc	77.15K	Jun 30, 26	-3.79K	0.04%
Passive Capital Management, LLC.	76.99K	Jun 30, 26	-1.87K	0.04%
White Wing Wealth Management	76.45K	Jun 30, 26	-1.22K	0.04%
Certified Advisory Corp	76.19K	Jun 30, 26	+12.40K	0.04%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	75.64K	Jun 30, 26	+1.37K	0.04%
Verdence Capital Advisors LLC	75.64K	Jun 30, 26	--	0.04%
RTD Financial Advisors, Inc.	75.56K	Jun 30, 26	-310	0.04%
BBR PARTNERS, LLC	74.67K	Jun 30, 26	-74	0.04%
SC&H Financial Advisors, Inc.	74.62K	Jun 30, 26	+29	0.04%
Physician Wealth Solutions Inc.	73.27K	Jun 30, 26	-217	0.04%
Fortitude Family Office, LLC	73.15K	Jun 30, 26	-2.91K	0.04%
Integras Partners LLC	73.03K	Jun 30, 26	-1.09K	0.04%
Total Clarity Wealth Management, Inc.	71.64K	Jun 30, 26	-630	0.04%
Frankly Finances, LLC	71.58K	Jun 30, 26	--	0.04%
Evensky & Katz LLC	71.30K	Jun 30, 26	+1.02K	0.04%
Ares Financial Consulting, LLC	71.15K	Jun 30, 26	+424	0.04%
Pacific Asset Management, LLC	70.73K	Jun 30, 26	-148	0.03%
Woodward Financial Advisors, Inc.	70.15K	Jun 30, 26	+70.15K	0.03%
Diversified Portfolios, Inc.	69.71K	Jun 30, 26	--	0.03%
Private Wealth Management Group, LLC	69.38K	Jun 30, 26	-2.39K	0.03%
Level Financial Advisors, Inc.	69.30K	Jun 30, 26	+239	0.03%
Hill Investment Group Partners, LLC	68.98K	Jun 30, 26	-178	0.03%
Broadhurst Jeffrey B	68.95K	Jun 30, 26	-9.26K	0.03%
Rooted Wealth Advisors, Inc.	68.69K	Jun 30, 26	+6.07K	0.03%
ELEVATE WEALTH ADVISORY, INC	68.25K	Jun 30, 26	-2.23K	0.03%
NATIXIS ADVISORS, L.P.	66.58K	Jun 30, 26	+17.41K	0.03%
Belleair Asset Management, LLC	64.61K	Jun 30, 26	-157	0.03%
Steward Partners Investment Advisory, LLC	63.86K	Jun 30, 26	+37.21K	0.03%
Zhang Financial LLC	63.38K	Jun 30, 26	-52.85K	0.03%
InTrack Investment Management Inc	63.34K	Jun 30, 26	-2.10K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	62.91K	Jun 30, 26	+62.91K	0.03%
Klingman & Associates, LLC	62.86K	Jun 30, 26	-1.47K	0.03%
CITADEL ADVISORS LLC	61.67K	Jun 30, 26	+61.67K	0.03%
Burton Enright Welch	60.67K	Jun 30, 26	-1.65K	0.03%
Vantage Point Financial LLC	59.93K	Jun 30, 26	-456	0.03%
Pinnacle Financial Partners, Inc.	59.45K	Jun 30, 26	+286	0.03%
Atomi Financial Group, Inc.	59.18K	Jun 30, 26	-233	0.03%
Vistica Wealth Advisors, LLC	59.06K	Jun 30, 26	-1.49K	0.03%
Thayer Financial, L.L.C.	58.80K	Jun 30, 26	+1.11K	0.03%
Walsh & Associates, LLC	58.49K	Jun 30, 26	+17.33K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	58.05K	Jun 30, 26	-237	0.03%
BANK OF MONTREAL /CAN/	57.96K	Jun 30, 26	-91	0.03%
Live Oak Private Wealth LLC	57.75K	Jun 30, 26	--	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	57.63K	Jun 30, 26	-72	0.03%
MORRIS FINANCIAL CONCEPTS, INC.	57.25K	Jun 30, 26	-63	0.03%
EverSource Wealth Advisors, LLC	56.38K	Jun 30, 26	-995	0.03%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	55.78K	Jun 30, 26	-535	0.03%
CURIO WEALTH, LLC	55.36K	Jun 30, 26	-410	0.03%
PW ADVISORS, LLC \ FL	55.19K	Jun 30, 26	-3.65K	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	55.02K	Jun 30, 26	--	0.03%
FORTERIS WEALTH MANAGEMENT INC.	54.52K	Jun 30, 26	+1.25K	0.03%
AG Asset Advisory, LLC	53.78K	Jun 30, 26	-458	0.03%
Eqis Capital Management, Inc.	53.52K	Jun 30, 26	-867	0.03%
Symmetry Partners, LLC	53.50K	Jun 30, 26	-1.77K	0.03%
Tennessee Valley Asset Management Partners	53.21K	Jun 30, 26	+53.21K	0.03%
Simplicity Wealth,LLC	52.48K	Jun 30, 26	-2.27K	0.03%
Waverly Advisors, LLC	52.47K	Jun 30, 26	+1.76K	0.03%
Generations Wealth, LLC	52.34K	Jun 30, 26	-1.40K	0.03%
Kane Co Wealth Management, Inc.	52.06K	Jun 30, 26	-568	0.03%
Strategent Financial, LLC	51.53K	Jun 30, 26	+40	0.03%
Johnson Wealth Management, LLC	51.25K	Jun 30, 26	-3.94K	0.03%
BluePrint Investing LLC	50.46K	Jun 30, 26	+2.14K	0.02%
Resources Investment Advisors, LLC.	50.45K	Jun 30, 26	-1.26K	0.02%
Activest Wealth Management	50.38K	Jun 30, 26	-1.70K	0.02%
Astra Wealth Partners LLC	50.08K	Jun 30, 26	+2.72K	0.02%
Entelevest, LLC	49.45K	Jun 30, 26	+2.74K	0.02%
RFG Advisory, LLC	48.51K	Jun 30, 26	+79	0.02%
CFS Investment Advisory Services, LLC	47.72K	Jun 30, 26	-2.10K	0.02%
Beckerman Institutional, LLC	47.39K	Jun 30, 26	+1.25K	0.02%
Apollon Wealth Management, LLC	46.78K	Jun 30, 26	+31.23K	0.02%
Sound Portfolio Advisors, LLC	46.63K	Jun 30, 26	-2.74K	0.02%
Applied Capital LLC	46.62K	Jun 30, 26	--	0.02%
Werba Rubin Papier Wealth Management	46.51K	Jun 30, 26	+398	0.02%
Redwood Park Advisors LLC	46.20K	Jun 30, 26	-966	0.02%
Merit Financial Group, LLC	46.00K	Jun 30, 26	-4.33K	0.02%
FIDUCIARY FINANCIAL ADVISORS	45.91K	Jun 30, 26	+24.51K	0.02%
XY Planning Network, Inc.	45.88K	Jun 30, 26	+1.54K	0.02%
Aegis Wealth Management LLC	45.43K	Jun 30, 26	-750	0.02%
FINANCIAL CONSULATE, INC	44.06K	Jun 30, 26	+2.71K	0.02%
Tyche Wealth Partners LLC	42.92K	Jun 30, 26	--	0.02%
Sigma Planning Corp	42.33K	Jun 30, 26	+477	0.02%
Avant Financial Advisors LLC	42.15K	Jun 30, 26	+1.54K	0.02%
TruNorth Capital Management, LLC	41.89K	Jun 30, 26	--	0.02%
Ponta Wealth Partners, LLC	41.66K	Jun 30, 26	+10.72K	0.02%
Delap Wealth Advisory, LLC	41.58K	Jun 30, 26	-1.01K	0.02%
FMR LLC	41.42K	Jun 30, 26	+1.11K	0.02%
HUTCHINSON CAPITAL MANAGEMENT/CA	40.34K	Jun 30, 26	+3.81K	0.02%
True Wealth Design, LLC	40.11K	Jun 30, 26	-1.47K	0.02%
Vise Technologies, Inc.	39.80K	Jun 30, 26	+13.85K	0.02%
ZRC WEALTH MANAGEMENT, LLC	39.70K	Jun 30, 26	-1.14K	0.02%
US BANCORP \DE\	39.34K	Jun 30, 26	-17.69K	0.02%
Nuveen, LLC	39.00K	Jun 30, 26	+39.00K	0.02%
Rockefeller Capital Management L.P.	38.40K	Jun 30, 26	+3.16K	0.02%
Strathmore Capital Advisors, Inc.	38.28K	Jun 30, 26	-703	0.02%
3 FACTOR INDEXING, LLC	38.18K	Jun 30, 26	+190	0.02%
Mutual Advisors, LLC	37.74K	Jun 30, 26	-28	0.02%
Bridgewater Advisors Inc.	37.73K	Jun 30, 26	--	0.02%
NORTHERN TRUST CORP	37.27K	Jun 30, 26	-2.05K	0.02%
MONEY CONCEPTS CAPITAL CORP	37.14K	Jun 30, 26	-623	0.02%
Investmark Advisory Group LLC	37.05K	Jun 30, 26	+54	0.02%
Glass Jacobson Investment Advisors llc	36.37K	Jun 30, 26	+461	0.02%
Rockwood Wealth Management, LLC	36.21K	Jun 30, 26	--	0.02%
NorthCrest Asset Manangement, LLC	35.85K	Jun 30, 26	+35.85K	0.02%
Midwest Trust Co	35.59K	Jun 30, 26	-1.65K	0.02%
Long Island Wealth Management, Inc.	35.34K	Jun 30, 26	+1.74K	0.02%
Rehmann Capital Advisory Group	35.17K	Jun 30, 26	-327	0.02%
Navigate Wealth Management, LLC	35.08K	Jun 30, 26	+3.01K	0.02%
International Private Wealth Advisors LLC	35.05K	Jun 30, 26	+247	0.02%
Cresset Asset Management, LLC	34.98K	Jun 30, 26	-15.11K	0.02%
Savvy Advisors, Inc.	34.58K	Jun 30, 26	+14.81K	0.02%
marrick wealth, LLC	34.55K	Jun 30, 26	+59	0.02%
Grove Street Fiduciary, LLC	34.50K	Jun 30, 26	-1.30K	0.02%
Abel Hall, LLC	33.65K	Jun 30, 26	-423	0.02%
Sanctuary Advisors, LLC	33.58K	Jun 30, 26	+177	0.02%
Global Retirement Partners, LLC	33.04K	Jun 30, 26	+33.04K	0.02%
Clark Asset Management, LLC	32.55K	Jun 30, 26	+10	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	32.50K	Jun 30, 26	--	0.02%
Heritage Investment Group, Inc.	32.23K	Jun 30, 26	-175	0.02%
Schubert & Co	32.07K	Jun 30, 26	+10	0.02%
BIP Wealth, LLC	32.04K	Jun 30, 26	+5.66K	0.02%
Cascade Financial Partners, LLC	31.91K	Jun 30, 26	-676	0.02%
LAM GROUP, INC.	31.60K	Jun 30, 26	+7	0.02%
HBE Wealth Management, LLC	31.36K	Jun 30, 26	-152	0.02%
Caprock Group, LLC	31.23K	Jun 30, 26	-225	0.02%
ARK & TLK INVESTMENTS, LLC	31.22K	Jun 30, 26	+5	0.02%
Olistico Wealth, LLC	31.04K	Jun 30, 26	+1.32K	0.02%
Strategic Blueprint, LLC	30.88K	Jun 30, 26	-1.06K	0.02%
Root Financial Partners, LLC	30.20K	Jun 30, 26	-3.13K	0.01%
QUARRY HILL ADVISORS, LLC	29.57K	Jun 30, 26	-605	0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	29.47K	Jun 30, 26	-9.54K	0.01%
New Dimensions Wealth Management, LLC	28.92K	Jun 30, 26	-1.53K	0.01%
SEI INVESTMENTS CO	28.49K	Jun 30, 26	+7.52K	0.01%
True North Advisors, LLC	28.26K	Jun 30, 26	--	0.01%
Aptus Capital Advisors, LLC	27.87K	Jun 30, 26	+9	0.01%
Financial Synergies Wealth Advisors, Inc.	27.82K	Jun 30, 26	-70	0.01%
AMERIPRISE FINANCIAL INC	27.61K	Jun 30, 26	-827	0.01%
POINCIANA ADVISORS GROUP, LLC	27.59K	Jun 30, 26	-142	0.01%
Lodestone Wealth Management LLC	27.37K	Jun 30, 26	-2.83K	0.01%
CarsonAllaria Wealth Management, Ltd.	26.62K	Jun 30, 26	-195	0.01%
Versant Capital Management, Inc	26.00K	Jun 30, 26	-677	0.01%
Legacy Financial Advisors, Inc.	25.82K	Jun 30, 26	+1.51K	0.01%
25 LLC	25.81K	Jun 30, 26	+70	0.01%
Pandowealth. LLC	25.54K	Jun 30, 26	-915	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	25.51K	Jun 30, 26	-2.32K	0.01%
MONTAG A & ASSOCIATES INC	25.40K	Jun 30, 26	+45	0.01%
WELLS FARGO & COMPANY/MN	25.37K	Jun 30, 26	+10.27K	0.01%
Renasant Bank	25.32K	Jun 30, 26	--	0.01%
Meredith Wealth Planning	25.18K	Jun 30, 26	+2	0.01%
Triumph Capital Management	25.11K	Jun 30, 26	+1.05K	0.01%
Legacy Capital Wealth Partners, LLC	24.80K	Jun 30, 26	-539	0.01%
RMB Capital Management, LLC	24.52K	Jun 30, 26	--	0.01%
IFG Advisors, LLC	24.49K	Jun 30, 26	--	0.01%
MELFA WEALTH MANAGEMENT, LLC	24.36K	Jun 30, 26	-635	0.01%
GOLDMAN SACHS GROUP INC	24.33K	Jun 30, 26	+24.33K	0.01%
55 North Private Wealth, LLC	24.33K	Jun 30, 26	--	0.01%
VIRTUE ASSET MANAGEMENT LLC	24.14K	Jun 30, 26	--	0.01%
BOS Asset Management, LLC	24.10K	Jun 30, 26	--	0.01%
Aspirean Wealth, LLC	23.73K	Jun 30, 26	-664	0.01%
NerdWallet Wealth Partners, LLC	23.47K	Jun 30, 26	--	0.01%
Vermillion Wealth Management, Inc.	23.34K	Jun 30, 26	+2.83K	0.01%
Compass Advisory Group LLC	23.25K	Jun 30, 26	+235	0.01%
WealthCollab, LLC	22.98K	Jun 30, 26	--	0.01%
Wealth Enhancement Trust Services, Inc.	22.71K	Jun 30, 26	-1.19K	0.01%
Copper Harbor Investment Advisors, LLC	22.66K	Jun 30, 26	+22.66K	0.01%
Foundation Wealth Management, LLC\PA	22.54K	Jun 30, 26	-576	0.01%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	22.46K	Jun 30, 26	-932	0.01%
SRS Capital Advisors, Inc.	22.42K	Jun 30, 26	+21.16K	0.01%
SILVER OAK SECURITIES, INCORPORATED	22.25K	Jun 30, 26	-6	0.01%
Kondo Wealth Advisors, Inc.	22.20K	Jun 30, 26	+103	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	22.16K	Jun 30, 26	-1.52K	0.01%
Prime Capital Investment Advisors, LLC	22.05K	Jun 30, 26	-555	0.01%
180 WEALTH ADVISORS, LLC	22.01K	Jun 30, 26	+2.85K	0.01%
CENTRAL TRUST Co	21.85K	Jun 30, 26	+5.28K	0.01%
MSA Advisors, LLC	21.69K	Jun 30, 26	--	0.01%
BESSEMER GROUP INC	21.67K	Jun 30, 26	--	0.01%
McGrath & Associates, Inc.	21.33K	Jun 30, 26	+2.36K	0.01%
Avidian Wealth Solutions, LLC	21.24K	Jun 30, 26	+12	0.01%
HARBOUR INVESTMENTS, INC.	21.19K	Jun 30, 26	+1.15K	0.01%
Krilogy Financial LLC	21.13K	Jun 30, 26	+8	0.01%
Balboa Wealth Partners	21.01K	Jun 30, 26	-1.21K	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	20.85K	Jun 30, 26	-1.29K	0.01%
Capital Group Private Client Services, Inc.	20.85K	Jun 30, 26	+299	0.01%
Curated Wealth Partners LLC	20.34K	Jun 30, 26	+20.34K	0.01%
L.K. Benson & Company, P.C.	20.28K	Jun 30, 26	-9	0.01%
Silver Oak Advisory Group, Inc.	20.26K	Jun 30, 26	+85	0.01%
Measured Wealth Private Client Group, LLC	20.19K	Jun 30, 26	-151	0.01%
IFP Advisors, Inc	20.10K	Jun 30, 26	-4.66K	0.01%
Black Swift Group, LLC	20.00K	Jun 30, 26	--	0.01%
Intergy Private Wealth, LLC	19.87K	Jun 30, 26	--	0.01%
TOBIAS FINANCIAL ADVISORS, INC.	19.53K	Jun 30, 26	-1.83K	0.01%
IHT Wealth Management, LLC	19.44K	Jun 30, 26	+17	0.01%
VERUS WEALTH MANAGEMENT, LLC	19.29K	Jun 30, 26	-6.83K	0.01%
Integrity Wealth Solutions LLC	19.14K	Jun 30, 26	--	0.01%
WILLNER & HELLER, LLC	18.91K	Jun 30, 26	+41	0.01%
LJI Wealth Management, LLC	18.73K	Jun 30, 26	-3.58K	0.01%
MARIPAU WEALTH MANAGEMENT LLC	18.70K	Jun 30, 26	+3.34K	0.01%
Petersen Hastings Wealth Advisors Inc.	18.62K	Jun 30, 26	-66	0.01%
Vannoy Advisory Group, Inc.	18.29K	Jun 30, 26	-40	0.01%
Partners in Financial Planning	18.14K	Jun 30, 26	-1.00K	0.01%
Clear Creek Financial Management, LLC	18.12K	Jun 30, 26	-9	0.01%
Beacon Financial Advisory LLC	18.09K	Jun 30, 26	+3.09K	0.01%
Cloud Capital Management, LLC	17.91K	Jun 30, 26	+4.54K	0.01%
FIFTH THIRD BANCORP	17.89K	Jun 30, 26	+265	0.01%
XTX Topco Ltd	17.79K	Jun 30, 26	+17.79K	0.01%
CENTAURUS FINANCIAL, INC.	17.71K	Jun 30, 26	+1.53K	0.01%
BetterWealth, LLC	17.49K	Jun 30, 26	-258	0.01%
GRAND WEALTH MANAGEMENT, LLC	17.40K	Jun 30, 26	-69	0.01%
Aurelius Family Office LLC	17.37K	Jun 30, 26	--	0.01%
MATTERN CAPITAL MANAGEMENT, LLC	17.32K	Jun 30, 26	+4.77K	0.01%
Summit Financial, LLC	17.19K	Jun 30, 26	+6	0.01%
Forza Wealth Management, LLC	17.01K	Jun 30, 26	+2.58K	0.01%
WEALTHSPAN PARTNERS, LLC	16.95K	Jun 30, 26	+177	0.01%
MB Generational Wealth, LLC	16.91K	Jun 30, 26	-219	0.01%
KAVAR CAPITAL PARTNERS GROUP, LLC	16.88K	Jun 30, 26	--	0.01%
Axis Wealth Partners, LLC	16.70K	Jun 30, 26	-802	0.01%
Wedmont Private Capital	16.68K	Jun 30, 26	+7	0.01%
Signal Advisors Wealth, LLC	16.37K	Jun 30, 26	+11.04K	0.01%
Warwick Investment Management, Inc.	16.28K	Jun 30, 26	--	0.01%
Roundview Capital LLC	16.17K	Jun 30, 26	--	0.01%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	16.08K	Jun 30, 26	--	0.01%
Rialto Wealth Management, LLC	15.93K	Jun 30, 26	--	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	15.82K	Jun 30, 26	--	0.01%
Peirce Capital Management, LLC	15.76K	Jun 30, 26	-2.54K	0.01%
Eaton Financial Holdings Company, LLC	15.34K	Jun 30, 26	-22	0.01%
JFS WEALTH ADVISORS, LLC	15.34K	Jun 30, 26	+1.40K	0.01%
PFG Advisors	15.34K	Jun 30, 26	+3.78K	0.01%
Prudent Man Investment Management, Inc.	15.12K	Jun 30, 26	-12	0.01%
Nautilus Advisors LLC	14.97K	Jun 30, 26	+126	0.01%
Capital Investment Advisors, LLC	14.87K	Jun 30, 26	--	0.01%
Cypress Wealth Services, LLC	14.73K	Jun 30, 26	+11.09K	0.01%
Falcon Wealth Planning	14.52K	Jun 30, 26	--	0.01%
Janney Montgomery Scott LLC	14.17K	Jun 30, 26	+2.04K	0.01%
CreativeOne Wealth, LLC	14.14K	Jun 30, 26	+3.85K	0.01%
CVA Family Office, LLC	14.14K	Jun 30, 26	+23	0.01%
Keebeck Wealth Management, LLC	14.04K	Jun 30, 26	--	0.01%
Stone Point Wealth LLC	13.95K	Jun 30, 26	-13	0.01%
Safeguard Investment Advisory Group, LLC	13.94K	Jun 30, 26	+1.38K	0.01%
Perigon Wealth Management, LLC	13.90K	Jun 30, 26	+1.84K	0.01%
Pinnacle Bancorp, Inc.	13.89K	Jun 30, 26	-11	0.01%
Good Harbor Advisors, Inc.	13.56K	Jun 30, 26	+96	0.01%
Concentrum Wealth Management	13.46K	Jun 30, 26	-1.01K	0.01%
Dakota Wealth Management	13.40K	Jun 30, 26	-780	0.01%
TANDEMGROWTH FINANCIAL ADVISORS LLC	13.18K	Jun 30, 26	--	0.01%
Berger Financial Group, Inc	13.17K	Jun 30, 26	--	0.01%
Chicago Partners Investment Group LLC	13.07K	Jun 30, 26	-217	0.01%
SageView Advisory Group, LLC	13.04K	Jun 30, 26	-371	0.01%
Shira Ridge Wealth Management	13.00K	Jun 30, 26	-194	0.01%
Financial Symmetry Inc	12.99K	Jun 30, 26	+7	0.01%
Medallion Wealth Advisors, LLC	12.89K	Jun 30, 26	-1.00K	0.01%
J. Derek Lewis & Associates Inc.	12.88K	Jun 30, 26	+5.03K	0.01%
WoodTrust Financial Corp	12.85K	Jun 30, 26	--	0.01%
Donalies Financial Planning, LLC	12.82K	Jun 30, 26	-29	0.01%
BCR Wealth Strategies, LLC	12.80K	Jun 30, 26	--	0.01%
Plante Moran Financial Advisors, LLC	12.55K	Jun 30, 26	-799	0.01%
COMMERCE BANK	12.37K	Jun 30, 26	--	0.01%
Foundations Investment Advisors, LLC	12.29K	Jun 30, 26	-743	0.01%
Dorsey & Whitney Trust CO LLC	12.25K	Jun 30, 26	--	0.01%
Institute for Wealth Management, LLC.	12.20K	Jun 30, 26	+2	0.01%
American Capital Advisory, LLC	12.09K	Jun 30, 26	+72	0.01%
MGO ONE SEVEN LLC	12.09K	Jun 30, 26	--	0.01%
WASHINGTON TRUST Co	11.99K	Jun 30, 26	--	0.01%
Vilga Financial Planning LLC	11.97K	Jun 30, 26	--	0.01%
Concurrent Investment Advisors, LLC	11.86K	Jun 30, 26	+712	0.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	11.79K	Jun 30, 26	-4	0.01%
NCM Capital Management, LLC	11.77K	Jun 30, 26	+31	0.01%
Dynamic Advisor Solutions LLC	11.77K	Jun 30, 26	+1.41K	0.01%
Westmount Partners, LLC	11.66K	Jun 30, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	11.63K	Jun 30, 26	-4.07K	0.01%
Fundamentum, LLC	11.62K	Jun 30, 26	-1.21K	0.01%
Trailhead Planners LLC	11.48K	Jun 30, 26	--	0.01%
BDFS Capital LLC	11.38K	Jun 30, 26	+349	0.01%
Lido Advisors, LLC	11.33K	Jun 30, 26	+942	0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	11.31K	Jun 30, 26	--	0.01%
GenTrust, LLC	11.08K	Jun 30, 26	--	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	10.77K	Jun 30, 26	-1.11K	0.01%
Cascade Wealth Advisors, Inc	10.75K	Jun 30, 26	+7	0.01%
Approach Retirement Advisors, LLC	10.70K	Jun 30, 26	-84	0.01%
QRG CAPITAL MANAGEMENT, INC.	10.67K	Jun 30, 26	+10.67K	0.01%
Strategic Financial Services, Inc,	10.66K	Jun 30, 26	--	0.01%
Focus Financial Network, Inc.	10.62K	Jun 30, 26	+90	0.01%
CPA Asset Management LLC	10.59K	Jun 30, 26	-1.36K	0.01%
Rollins Financial Advisors, LLC	10.53K	Jun 30, 26	+918	0.01%
Wealth Management Strategies, Inc.	10.45K	Jun 30, 26	+32	0.01%
AlphaCore Capital LLC	10.43K	Jun 30, 26	+1.08K	0.01%
CARY STREET PARTNERS FINANCIAL LLC	10.36K	Jun 30, 26	-653	0.01%
Liberty Capital Management, Inc.	10.30K	Jun 30, 26	+10.30K	0.01%
McGlone Suttner Wealth Management, Inc.	10.18K	Jun 30, 26	--	0.01%
Keel Point, LLC	10.17K	Jun 30, 26	--	0.01%
MASECO LLP	10.14K	Jun 30, 26	+1	0.01%
M Holdings Securities, Inc.	10.10K	Jun 30, 26	-93.08K	0.00%
Berkeley, Inc	10.03K	Jun 30, 26	+368	0.00%
Nicholas Hoffman & Company, LLC.	9.89K	Jun 30, 26	--	0.00%
RAM Investment Partners, LLC	9.73K	Jun 30, 26	--	0.00%
Ascent Group, LLC	9.66K	Jun 30, 26	+6.15K	0.00%
Arista Wealth Management, LLC	9.64K	Jun 30, 26	--	0.00%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	9.58K	Jun 30, 26	-203	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	9.48K	Jun 30, 26	+3.77K	0.00%
Diversify Advisory Services, LLC	9.48K	Jun 30, 26	+9.48K	0.00%
CWA Asset Management Group, LLC	9.47K	Jun 30, 26	--	0.00%
Empower Advisory Group, LLC	9.42K	Jun 30, 26	-225	0.00%
HBK Sorce Advisory LLC	9.41K	Jun 30, 26	--	0.00%
Mullaney, Keating & Wright, Inc.	9.36K	Jun 30, 26	--	0.00%
Mission Financial Group, LLC	9.31K	Jun 30, 26	+9.31K	0.00%
SIMON QUICK ADVISORS, LLC	9.27K	Jun 30, 26	--	0.00%
Mesirow Financial Investment Management, Inc.	9.21K	Jun 30, 26	-223	0.00%
WEDBUSH SECURITIES INC	9.19K	Jun 30, 26	--	0.00%
Secure Asset Management, LLC	9.10K	Jun 30, 26	--	0.00%
TENET WEALTH PARTNERS, LLC	9.09K	Jun 30, 26	+9.09K	0.00%
CORRECT CAPITAL WEALTH MANAGEMENT	9.03K	Jun 30, 26	--	0.00%
Accurate Wealth Management, LLC	8.92K	Jun 30, 26	+819	0.00%
Geneos Wealth Management Inc.	8.79K	Jun 30, 26	--	0.00%
Exeter Financial, LLC	8.75K	Jun 30, 26	+29	0.00%
RENAISSANCE TECHNOLOGIES LLC	8.71K	Jun 30, 26	-9.20K	0.00%
High Probability Advisors, LLC	8.67K	Jun 30, 26	--	0.00%
LBMC INVESTMENT ADVISORS, LLC	8.63K	Jun 30, 26	+16	0.00%
Painted Porch Advisors LLC	8.62K	Jun 30, 26	+8.62K	0.00%
Fort Point Capital Partners LLC	8.53K	Jun 30, 26	+8.53K	0.00%
Stonebridge Financial Group, LLC/CA	8.49K	Jun 30, 26	+8.49K	0.00%
NWK Group, Inc.	8.33K	Jun 30, 26	--	0.00%
LAIRD NORTON TRUST COMPANY, LLC	8.32K	Jun 30, 26	--	0.00%
IEQ CAPITAL, LLC	8.31K	Jun 30, 26	-2.77K	0.00%
Monument Group Wealth Advisors, LLC	8.31K	Jun 30, 26	--	0.00%
Belpointe Asset Management LLC	8.26K	Jun 30, 26	+1.04K	0.00%
Fortis Capital Advisors, LLC	8.26K	Jun 30, 26	+1.04K	0.00%
Miracle Mile Advisors, LLC	8.25K	Jun 30, 26	+603	0.00%
Five Oceans Advisors	8.23K	Jun 30, 26	-747	0.00%
West Wealth Group, LLC	8.16K	Jun 30, 26	-9	0.00%
Sand Hill Global Advisors, LLC	8.13K	Jun 30, 26	--	0.00%
Kathmere Capital Management, LLC	8.12K	Jun 30, 26	-205	0.00%
Nalls Sherbakoff Group, LLC	8.07K	Jun 30, 26	+11	0.00%
Wealthspire Advisors, LLC	8.06K	Jun 30, 26	+150	0.00%
Modern Wealth Management, LLC	7.97K	Jun 30, 26	--	0.00%
Clayton Financial Group LLC	7.94K	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	7.94K	Jun 30, 26	+2.92K	0.00%
Madison Wealth Partners, Inc	7.87K	Jun 30, 26	+7.87K	0.00%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	7.72K	Jun 30, 26	+89	0.00%
Valmark Advisers, Inc.	7.71K	Jun 30, 26	+339	0.00%
Intrua Financial, LLC	7.56K	Jun 30, 26	--	0.00%
Addison Advisors LLC	7.55K	Jun 30, 26	-18.80K	0.00%
Ridgewood Investments LLC	7.51K	Jun 30, 26	+14	0.00%
PRIVATE TRUST CO NA	7.49K	Jun 30, 26	--	0.00%
M.E. ALLISON & CO., INC.	7.45K	Jun 30, 26	+3	0.00%
OKABENA INVESTMENT SERVICES INC	7.42K	Jun 30, 26	--	0.00%
BRIGHTON JONES LLC	7.41K	Jun 30, 26	-156	0.00%
STALEY CAPITAL ADVISERS INC	7.38K	Jun 30, 26	+24	0.00%
IFG Advisory, LLC	7.30K	Jun 30, 26	+7.30K	0.00%
Old Peak Finance LLC	7.30K	Jun 30, 26	-5	0.00%
Greenline Partners, LLC	7.28K	Jun 30, 26	+17	0.00%
Colonial Trust Co / SC	7.28K	Jun 30, 26	-17	0.00%
STEVENS CAPITAL PARTNERS	7.25K	Jun 30, 26	-602	0.00%
Wick Capital Partners, LLC	7.17K	Jun 30, 26	--	0.00%
DBK Financial Counsel, LLC	7.15K	Jun 30, 26	--	0.00%
Triad Wealth Partners, LLC	7.09K	Jun 30, 26	-1.06K	0.00%
Merited Wealth, LLC	7.00K	Jun 30, 26	-295	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	7.00K	Jun 30, 26	+7.00K	0.00%
Lee Financial Co	6.97K	Jun 30, 26	+6.97K	0.00%
Mount Yale Investment Advisors, LLC	6.95K	Jun 30, 26	+6.95K	0.00%
Vestmark Advisory Solutions, Inc.	6.95K	Jun 30, 26	+6.95K	0.00%
BENNINGFIELD FINANCIAL ADVISORS, LLC	6.94K	Jun 30, 26	--	0.00%
STOLZ & ASSOCIATES, PS	6.89K	Jun 30, 26	--	0.00%
Parkside Investments, LLC	6.88K	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	6.80K	Jun 30, 26	--	0.00%
Bank of New York Mellon Corp	6.80K	Jun 30, 26	+1.00K	0.00%
St. Louis Trust Co	6.76K	Jun 30, 26	--	0.00%
ROWLAND & CO INVESTMENT COUNSEL/ADV	6.75K	Jun 30, 26	--	0.00%
London & Capital Asset Management Ltd	6.73K	Jun 30, 26	-411	0.00%
Busey Wealth Management	6.70K	Jun 30, 26	+254	0.00%
Murphy Pohlad Asset Management LLC	6.69K	Jun 30, 26	--	0.00%
Prospera Financial Services Inc	6.67K	Jun 30, 26	--	0.00%
Well Done, LLC	6.62K	Jun 30, 26	--	0.00%
Geometric Wealth Advisors	6.52K	Jun 30, 26	--	0.00%
Fortis Advisors, LLC	6.40K	Jun 30, 26	+21	0.00%
D. E. Shaw & Co., Inc.	6.38K	Jun 30, 26	+6.38K	0.00%
MITCHELL CAPITAL MANAGEMENT CO	6.36K	Jun 30, 26	-119	0.00%
BROWN ADVISORY INC	6.32K	Jun 30, 26	-955	0.00%
First Financial Group Corp	6.30K	Jun 30, 26	--	0.00%
FIRST MANHATTAN CO. LLC.	6.28K	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	6.27K	Jun 30, 26	+1.33K	0.00%
STAGE HARBOR FINANCIAL, LLC	6.26K	Jun 30, 26	--	0.00%
Vertex Planning Partners, LLC	6.25K	Jun 30, 26	-206	0.00%
Keener Financial Planning LLC	6.22K	Jun 30, 26	--	0.00%
MBM Wealth Consultants, LLC	6.19K	Jun 30, 26	-362	0.00%
BCO Wealth Management LLC	6.18K	Jun 30, 26	--	0.00%
HTG Investment Advisors, Inc.	6.12K	Jun 30, 26	--	0.00%
Lansing Street Advisors	6.03K	Jun 30, 26	+6.03K	0.00%
Brookwood Investment Group LLC	6.01K	Jun 30, 26	+1.00K	0.00%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	6.00K	Jun 30, 26	--	0.00%
Syverson Strege & Co	5.94K	Jun 30, 26	+16	0.00%
Sequent Asset Management, LLC	5.93K	Jun 30, 26	--	0.00%
NWAM LLC	5.85K	Jun 30, 26	+2.02K	0.00%
WMG Financial Advisors, LLC	5.85K	Jun 30, 26	-35	0.00%
Wealth Advisors Northwest LLC	5.82K	Jun 30, 26	-89	0.00%
Hartmann Taylor Wealth Management, LLC	5.82K	Jun 30, 26	--	0.00%
ACCREDITED INVESTOR SERVICES, LLC	5.81K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	5.79K	Jun 30, 26	+3.80K	0.00%
Advisory Services Network, LLC	5.75K	Jun 30, 26	+14	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	5.72K	Jun 30, 26	--	0.00%
Vision Capital Management, Inc.	5.70K	Jun 30, 26	--	0.00%
Everest Financial Group LLC	5.69K	Jun 30, 26	+233	0.00%
Verus Financial Partners, Inc.	5.68K	Jun 30, 26	--	0.00%
COLLECTIVE FAMILY OFFICE LLC	5.66K	Jun 30, 26	--	0.00%
HANOVER ADVISORS INC	5.59K	Jun 30, 26	--	0.00%
PINNACLE ASSOCIATES LTD	5.54K	Jun 30, 26	--	0.00%
Yoder Wealth Management, Inc.	5.54K	Jun 30, 26	--	0.00%
Pinnacle Wealth Management Advisory Group, LLC	5.51K	Jun 30, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	5.51K	Jun 30, 26	+5.51K	0.00%
THOROUGHBRED FINANCIAL SERVICES, LLC	5.51K	Jun 30, 26	--	0.00%
Venture Visionary Partners LLC	5.50K	Jun 30, 26	+2	0.00%
Discipline Wealth Solutions, LLC	5.46K	Jun 30, 26	-115	0.00%
AMARILLO NATIONAL BANK	5.46K	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	5.32K	Jun 30, 26	--	0.00%
Goldstein Advisors, LLC	5.31K	Jun 30, 26	--	0.00%
Oath Planning, LLC	5.30K	Jun 30, 26	-356	0.00%
CAMBIENT FAMILY OFFICE, LLC	5.29K	Jun 30, 26	--	0.00%
Accredited Investors Inc.	5.28K	Jun 30, 26	+4	0.00%
Towneley Capital Management, Inc / DE	5.28K	Jun 30, 26	+18	0.00%
Hudock, Inc.	5.22K	Jun 30, 26	+5.22K	0.00%
Mustard Seed Financial, LLC	5.20K	Jun 30, 26	--	0.00%
PEAVINE CAPITAL, LLC	5.19K	Jun 30, 26	--	0.00%
FinDec Wealth Services, Inc.	5.13K	Jun 30, 26	-11	0.00%
PARAGON FINANCIAL PARTNERS, INC.	5.08K	Jun 30, 26	--	0.00%
Integrated Advisors Network LLC	5.04K	Jun 30, 26	-99	0.00%
Ameritas Investment Partners, Inc.	5.04K	Jun 30, 26	+17	0.00%
Moss Adams Wealth Advisors LLC	5.04K	Jun 30, 26	+17	0.00%
Bannerstone Capital Management, LLC	5.02K	Jun 30, 26	-238	0.00%
McCartney Wealth Management LLC	4.98K	Jun 30, 26	--	0.00%
Tranquility Partners, LLC	4.95K	Jun 30, 26	-791	0.00%
Corundum Group, Inc.	4.91K	Jun 30, 26	-1.17K	0.00%
CATHY PARETO & ASSOCIATES, INC	4.91K	Jun 30, 26	+17	0.00%
CITIZENS FINANCIAL GROUP INC/RI	4.87K	Jun 30, 26	+42	0.00%
Disciplined Investors, L.L.C.	4.85K	Jun 30, 26	+8	0.00%
ST GERMAIN D J CO INC	4.85K	Jun 30, 26	+1	0.00%
Stonebridge Financial Group, LLC / MO	4.84K	Jun 30, 26	-25	0.00%
North Capital, Inc.	4.82K	Jun 30, 26	+390	0.00%
Smith Partners Wealth Management, LLC	4.80K	Jun 30, 26	--	0.00%
VestGen Advisors, LLC	4.75K	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	4.70K	Jun 30, 26	-60	0.00%
Clarity Capital Advisors, LLC	4.70K	Jun 30, 26	--	0.00%
Gryphon Financial Partners LLC	4.69K	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	4.65K	Jun 30, 26	-650	0.00%
HUNTINGTON NATIONAL BANK	4.65K	Jun 30, 26	-730	0.00%
Third View Private Wealth, LLC	4.64K	Jun 30, 26	--	0.00%
Significant Wealth Partners LLC	4.61K	Jun 30, 26	--	0.00%
AlphaStar Capital Management, LLC	4.58K	Jun 30, 26	+4.58K	0.00%
Pensionmark Financial Group, LLC	4.58K	Jun 30, 26	--	0.00%
Oder Investment Management, LLC	4.43K	Jun 30, 26	+240	0.00%
Destination Wealth Management	4.43K	Jun 30, 26	--	0.00%
Wealthcare Advisory Partners LLC	4.38K	Jun 30, 26	+513	0.00%
Woodside Wealth Management LLC	4.32K	Jun 30, 26	--	0.00%
GeoWealth Management, LLC	4.30K	Jun 30, 26	--	0.00%
Vident Advisory, LLC	4.30K	Jun 30, 26	--	0.00%
Ellenbecker Investment Group	4.29K	Jun 30, 26	-288	0.00%
Kovack Advisors, Inc.	4.28K	Jun 30, 26	+9	0.00%
NorthRock Partners, LLC	4.27K	Jun 30, 26	-961	0.00%
Key FInancial Inc	4.20K	Jun 30, 26	--	0.00%
Washington Trust Advisors, Inc.	4.15K	Jun 30, 26	+11	0.00%
Crescent Grove Advisors, LLC	4.14K	Jun 30, 26	--	0.00%
Flagstone Financial Management	4.11K	Jun 30, 26	--	0.00%
SilverOak Wealth Management LLC	4.09K	Jun 30, 26	--	0.00%
DRIVE WEALTH MANAGEMENT, LLC	4.08K	Jun 30, 26	+1	0.00%
Mokosak Advisory Group, LLC	4.07K	Jun 30, 26	+13	0.00%
Indivisible Partners	4.05K	Jun 30, 26	+4.05K	0.00%
HEFFERNAN ADVISORY, INC	4.03K	Jun 30, 26	+11	0.00%
Core Wealth Management, Inc.	4.03K	Jun 30, 26	--	0.00%
CGN Advisors LLC	4.03K	Jun 30, 26	+8	0.00%
Pinnacle Financial Group, LLC / IL	4.02K	Jun 30, 26	+4.02K	0.00%
Envestnet Portfolio Solutions, Inc.	4.00K	Jun 30, 26	+4.00K	0.00%
Pacifica Partners Inc.	4.00K	Jun 30, 26	--	0.00%
D'Orazio & Associates, Inc.	3.98K	Jun 30, 26	--	0.00%
Robinswood Financial LLC	3.98K	Jun 30, 26	+4	0.00%
SAGESPRING WEALTH PARTNERS, LLC	3.97K	Jun 30, 26	-66	0.00%
Nova R Wealth, Inc.	3.96K	Jun 30, 26	+14	0.00%
Trexquant Investment LP	3.92K	Jun 30, 26	+3.92K	0.00%
GoalVest Advisory LLC	3.90K	Jun 30, 26	--	0.00%
GENTRY PRIVATE WEALTH, LLC	3.90K	Jun 30, 26	--	0.00%
GDS Wealth Management	3.88K	Jun 30, 26	--	0.00%
FF Advisors,LLC	3.87K	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	3.83K	Jun 30, 26	+13	0.00%
Cypress Point Wealth Management, LLC	3.82K	Jun 30, 26	-1.59K	0.00%
Harel Insurance Investments & Financial Services Ltd.	3.80K	Jun 30, 26	--	0.00%
Fermata Advisors, LLC	3.74K	Jun 30, 26	+13	0.00%
Private Advisory Group LLC	3.73K	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	3.72K	Jun 30, 26	+8	0.00%
Granite Bay Wealth Management, LLC	3.72K	Jun 30, 26	--	0.00%
FFT WEALTH MANAGEMENT LLC	3.71K	Jun 30, 26	--	0.00%
Prism Planning Partners LLC	3.69K	Jun 30, 26	-40	0.00%
PDS Planning, Inc	3.65K	Jun 30, 26	+3.65K	0.00%
Americana Partners, LLC	3.64K	Jun 30, 26	--	0.00%
Frazier Financial Advisors, LLC	3.62K	Jun 30, 26	+10	0.00%
Waterloo Capital, L.P.	3.61K	Jun 30, 26	+3.61K	0.00%
Ironwood Financial, llc	3.58K	Jun 30, 26	-75	0.00%
Brookstone Capital Management	3.58K	Jun 30, 26	-373	0.00%
Integrity Investment Advisors, LLC	3.52K	Jun 30, 26	--	0.00%
Brinker Capital Investments, LLC	3.48K	Jun 30, 26	-13.33K	0.00%
Avantax Planning Partners, Inc.	3.48K	Jun 30, 26	--	0.00%
Two West Capital Advisors LLC	3.48K	Jun 30, 26	-267	0.00%
Caldwell Trust Co	3.47K	Jun 30, 26	-135	0.00%
Advyzon Investment Management, LLC	3.35K	Jun 30, 26	+140	0.00%
Register Financial Advisors LLC	3.34K	Jun 30, 26	+3.34K	0.00%
Align Financial, LLC	3.34K	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	3.34K	Jun 30, 26	--	0.00%
Canal Capital Management, LLC	3.33K	Jun 30, 26	+11	0.00%
RAFFA WEALTH MANAGEMENT, LLC	3.32K	Jun 30, 26	--	0.00%
Weil Company, Inc.	3.31K	Jun 30, 26	--	0.00%
Balanced Rock Investment Advisor	3.30K	Jun 30, 26	-19	0.00%
LEVEL FOUR ADVISORY SERVICES, LLC	3.30K	Jun 30, 26	+11	0.00%
Elmwood Wealth Management, Inc.	3.30K	Jun 30, 26	--	0.00%
Novak & Powell Financial Services, Inc.	3.29K	Jun 30, 26	--	0.00%
First Bancorp, Inc /ME/	3.29K	Jun 30, 26	--	0.00%
One Day In July LLC	3.28K	Jun 30, 26	--	0.00%
Marble Wealth, LLC	3.27K	Jun 30, 26	--	0.00%
WestHill Financial Advisors, Inc.	3.26K	Jun 30, 26	--	0.00%
J.W. COLE ADVISORS, INC.	3.26K	Jun 30, 26	-167	0.00%
SAGE RHINO CAPITAL LLC	3.25K	Jun 30, 26	-6	0.00%
FIRST NATIONAL BANK OF OMAHA	3.24K	Jun 30, 26	+3.24K	0.00%
Signature Equity Partners, LLC	3.22K	Jun 30, 26	+313	0.00%
Financial Concepts Unlimited, Inc.	3.20K	Jun 30, 26	--	0.00%
Sterling Financial Planning, Inc.	3.19K	Jun 30, 26	+3.19K	0.00%
Ameritas Advisory Services, LLC	3.19K	Jun 30, 26	-9.88K	0.00%
Cassaday & Co Wealth Management LLC	3.17K	Jun 30, 26	+82	0.00%
ROTHSCHILD INVESTMENT LLC	3.12K	Jun 30, 26	--	0.00%
Winter & Associates, Inc.	3.11K	Jun 30, 26	-865	0.00%
Kera Capital Partners, Inc.	3.11K	Jun 30, 26	-1.19K	0.00%
Invariant Investment Management	3.09K	Jun 30, 26	--	0.00%
USAdvisors Wealth Management, LLC	3.08K	Jun 30, 26	+3.08K	0.00%
GEM Asset Management, LLC	3.08K	Jun 30, 26	+3.08K	0.00%
Shepherd Financial Partners LLC	3.08K	Jun 30, 26	+3.08K	0.00%
WJ Financial Advisors LLC	3.07K	Jun 30, 26	+3.07K	0.00%
PRINCIPAL SECURITIES, INC.	3.07K	Jun 30, 26	-962	0.00%
Forum Finance Group S.A.	3.07K	Jun 30, 26	--	0.00%
WASHINGTON TRUST BANK	3.03K	Jun 30, 26	+3.03K	0.00%
CASTLE WEALTH MANAGEMENT LLC	3.02K	Jun 30, 26	+3.02K	0.00%
BRIDGES INVESTMENT MANAGEMENT INC	3.00K	Jun 30, 26	+3.00K	0.00%
Financial Security Advisor, Inc.	2.99K	Jun 30, 26	+2.99K	0.00%
UMB Bank, n.a.	2.99K	Jun 30, 26	-1.10K	0.00%
Destiny Wealth Partners, LLC	2.98K	Jun 30, 26	+2.98K	0.00%
Odyssey Group, LLC	2.97K	Jun 30, 26	+2.97K	0.00%
Grey Fox Wealth Advisors, LLC	2.96K	Jun 30, 26	+2.96K	0.00%
AdvisorNet Financial, Inc	2.96K	Jun 30, 26	+17	0.00%
Accretive Wealth Partners, LLC	2.95K	Jun 30, 26	-1.36K	0.00%
McAdam, LLC	2.93K	Jun 30, 26	+2.93K	0.00%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	2.91K	Jun 30, 26	+2.91K	0.00%
Fifth Third Wealth Advisors LLC	2.90K	Jun 30, 26	+2.90K	0.00%
tru Independence LLC	2.90K	Jun 30, 26	+2.90K	0.00%
E-Wealth Partners, LLC	2.89K	Jun 30, 26	+2.89K	0.00%
MJP ASSOCIATES INC /ADV	2.89K	Jun 30, 26	+2.89K	0.00%
Advisor OS, LLC	2.89K	Jun 30, 26	+2.89K	0.00%
Fairvoy Private Wealth, LLC	2.87K	Jun 30, 26	+2.87K	0.00%
Hurley Capital, LLC	2.78K	Jun 30, 26	+228	0.00%
PROSPERITY BANCSHARES INC	2.73K	Jun 30, 26	--	0.00%
Operose Advisors LLC	2.71K	Jun 30, 26	--	0.00%
Princeton Global Asset Management LLC	2.50K	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	2.45K	Jun 30, 26	+2.45K	0.00%
MOTCO	2.35K	Jun 30, 26	--	0.00%
Abound Wealth Management	2.30K	Jun 30, 26	-339	0.00%
Investors Research Corp	2.24K	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	2.18K	Jun 30, 26	-317	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.13K	Jun 30, 26	+622	0.00%
C M BIDWELL & ASSOCIATES LTD	2.12K	Jun 30, 26	--	0.00%
BankChampaign, National Association	2.06K	Jun 30, 26	--	0.00%
Glassman Wealth Services	2.05K	Jun 30, 26	--	0.00%
HOWE & RUSLING INC	2.05K	Jun 30, 26	+946	0.00%
S.A. Mason LLC	2.03K	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	1.94K	Jun 30, 26	-398	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.44K	Jun 30, 26	+466	0.00%
Coston, McIsaac & Partners	1.40K	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.38K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	1.34K	Jun 30, 26	--	0.00%
Providence Capital Advisors, LLC	1.33K	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	1.33K	Jun 30, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	1.30K	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	1.30K	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	1.27K	Jun 30, 26	--	0.00%
Retirement Wealth Solutions LLC	1.24K	Jun 30, 26	--	0.00%
Marshall & Sterling Wealth Advisors Inc.	1.23K	Jun 30, 26	--	0.00%
SITTNER & NELSON, LLC	1.21K	Jun 30, 26	--	0.00%
John A. Wolfe & Associates, Inc.	1.17K	Jun 30, 26	+4	0.00%
Parallel Advisors, LLC	1.17K	Jun 30, 26	+355	0.00%
Trifecta Capital Advisors, LLC	1.12K	Jun 30, 26	--	0.00%
CDKV HOLDINGS LLC	1.06K	Jun 30, 26	--	0.00%
Global Trust Asset Management, LLC	1.00K	Jun 30, 26	--	0.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC	976	Jun 30, 26	--	0.00%
Downshift Financial, LLC	947	Jun 30, 26	+947	0.00%
CGC Financial Services, LLC	942	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	868	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	852	Jun 30, 26	--	0.00%
Timmons Wealth Management, LLC	834	Jun 30, 26	--	0.00%
Ritter Daniher Financial Advisory LLC / DE	832	Jun 30, 26	--	0.00%
PETERSON WEALTH MANAGEMENT	818	Jun 30, 26	+2	0.00%
Centennial Bank/AR/	806	Jun 30, 26	+806	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	749	Jun 30, 26	--	0.00%
STEPH & CO	711	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	617	Jun 30, 26	-1.03K	0.00%
Mascoma Wealth Management LLC	575	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	520	Jun 30, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	497	Jun 30, 26	--	0.00%
Rossby Financial, LCC	490	Jun 30, 26	-59	0.00%
Qube Research & Technologies Ltd	475	Jun 30, 26	+475	0.00%
TIAA Wealth Investment Management LLC	444	Jun 30, 26	-56	0.00%
CoreFirst Bank & Trust	443	Jun 30, 26	--	0.00%
EVERMAY WEALTH MANAGEMENT LLC	398	Jun 30, 26	+224	0.00%
United Community Bank	377	Jun 30, 26	--	0.00%
Transce3nd, LLC	367	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	357	Jun 30, 26	--	0.00%
Creative Capital Management Investments LLC	356	Jun 30, 26	--	0.00%
NBT BANK N A /NY	326	Jun 30, 26	+326	0.00%
GABLES CAPITAL MANAGEMENT INC.	319	Jun 30, 26	--	0.00%
MV CAPITAL MANAGEMENT, INC.	315	Jun 30, 26	+315	0.00%
Smallwood Wealth Investment Management, LLC	309	Jun 30, 26	--	0.00%
Westside Investment Management, Inc.	300	Jun 30, 26	--	0.00%
Evolution Advisers, Inc.	288	Jun 30, 26	+288	0.00%
Concord Wealth Partners	288	Jun 30, 26	+288	0.00%
PITTENGER & ANDERSON INC	253	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	171	Jun 30, 26	-918	0.00%
Truvestments Capital LLC	164	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	135	Jun 30, 26	--	0.00%
Capital Analysts, LLC	112	Jun 30, 26	+112	0.00%
Continuum Advisory, LLC	102	Jun 30, 26	+102	0.00%
LifeSteps Financial, Inc.	78	Jun 30, 26	+78	0.00%
TRUST CO OF VERMONT	57	Jun 30, 26	+57	0.00%
Horizon Investments, LLC	47	Jun 30, 26	+47	0.00%
Trust Co	44	Jun 30, 26	--	0.00%
Winch Advisory Services, LLC	44	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	36	Jun 30, 26	--	0.00%
Archer Investment Corp	35	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	31	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	10	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	5	Jun 30, 26	+5	0.00%
SIGNATUREFD, LLC	1	Jun 30, 26	--	0.00%
Private Wealth Asset Management, LLC	1	Jun 30, 26	--	0.00%
OneAscent Family Office, LLC	--	Jun 30, 26	-14.72K	--
TRB Wealth Management, LLC	--	Jun 30, 26	-94.05K	--
SCS Capital Management LLC	--	Jun 30, 26	-4.46K	--
Magnolia Wealth Management, LLC	--	Jun 30, 26	-908	--
Independent Advisor Alliance	--	Jun 30, 26	-5.10K	--
Everhart Financial Group, Inc.	--	Jun 30, 26	-3.64K	--
49 WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-3.28K	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-13.12K	--
MAGNOLIA CAPITAL ADVISORS LLC	--	Jun 30, 26	-10.08K	--
CLEAR INVESTMENT RESEARCH, LLC	--	Jun 30, 26	-1.64K	--
CORTLAND ASSOCIATES INC/MO	--	Jun 30, 26	-4.11K	--
SLT Holdings LLC	--	Jun 30, 26	-3.56K	--
Whalen Wealth Management Inc.	--	Jun 30, 26	-5.72K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-13	--
Fiduciary Alliance LLC	--	Jun 30, 26	-4.97K	--
Fisher Asset Management, LLC	--	Jun 30, 26	-4.64K	--
DecisionPoint Financial, LLC	--	Jun 30, 26	-371	--
True Link Financial Advisors, LLC	--	Jun 30, 26	-60	--
MIDLAND WEALTH ADVISORS LLC	--	Jun 30, 26	-3.73K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-12.04K	--
Harbor Group, Inc.	--	Jun 30, 26	-3.42K	--
WealthShield Partners, LLC	--	Jun 30, 26	-712	--
LongView Wealth Management	--	Jun 30, 26	-4.50K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-12.13K	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-396	--
Nemes Rush Group LLC	--	Jun 30, 26	-978	--
Premier Financial Group	1.19M	Mar 31, 26	-2.55K	0.59%
Evanson Asset Management, LLC	1.08M	Mar 31, 26	-2.89K	0.53%
EXENCIAL WEALTH ADVISORS, LLC	375.68K	Mar 31, 26	-6.09K	0.19%
SOL Capital Management CO	222.31K	Mar 31, 26	+180.95K	0.11%
Efficient Advisors, LLC	155.14K	Mar 31, 26	-10.14K	0.08%
CWM, LLC	106.63K	Mar 31, 26	+9.96K	0.05%
Cherry Tree Wealth Management, LLC	88.56K	Mar 31, 26	-1.99K	0.04%
rebel Financial LLC	15.62K	Mar 31, 26	-138	0.01%
SIGNET FINANCIAL MANAGEMENT, LLC	13.17K	Mar 31, 26	--	0.01%
SMITH CHAS P & ASSOCIATES PA CPAS	11.62K	Mar 31, 26	-22	0.01%
U.S. Capital Wealth Advisors, LLC	9.98K	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	8.75K	Mar 31, 26	+1.24K	0.00%
Skopos Labs, Inc.	3.60K	Mar 31, 26	+3.60K	0.00%
Red Tortoise LLC	3.17K	Mar 31, 26	--	0.00%
Financial Connections Group, Inc.	680	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	448	Mar 31, 26	-271	0.00%
PURE PORTFOLIOS HOLDINGS LLC	28.98K	Dec 31, 25	+638	0.01%
Running Point Capital Advisors, LLC	11.84K	Dec 31, 25	--	0.01%
Total Wealth Planning, LLC	7.38K	Dec 31, 25	-54.21K	0.00%
COMERICA BANK	7.01K	Dec 31, 25	-67	0.00%
Cadence Bank	3.48K	Dec 31, 25	-86	0.00%
CIBC Private Wealth Group, LLC	557	Dec 31, 25	-98	0.00%
Willow Creek Wealth Management Inc.	2.15M	Sep 30, 25	+53.88K	1.06%
PBMares Wealth Management LLC	451.90K	Sep 30, 25	-358	0.22%
Wealthstream Advisors, Inc.	71.37K	Sep 30, 25	-552	0.04%
Sensible Financial Planning & Management, LLC.	15.82K	Sep 30, 25	-789	0.01%
Fortress Wealth Management, Inc.	10.89K	Sep 30, 25	-4.59K	0.01%
PINNACLE FINANCIAL PARTNERS INC	10.08K	Sep 30, 25	--	0.00%
Hemington Wealth Management	8.70K	Sep 30, 25	--	0.00%
WETHERBY ASSET MANAGEMENT INC	8.32K	Sep 30, 25	--	0.00%
ASSET PLANNING CORPORATION	4.36K	Sep 30, 25	+4.36K	0.00%
Pineridge Advisors LLC	195	Sep 30, 25	+1	0.00%
Efficient Frontier Advisors LLC	466.24K	Jun 30, 25	-33.83K	0.23%
KRAFT ASSET MANAGEMENT, LLC	389.23K	Jun 30, 25	-37.65K	0.19%
Better Money Decisions, LLC	187.29K	Jun 30, 25	+9.43K	0.09%
Parkworth Wealth Management, Inc.	81.62K	Jun 30, 25	-266	0.04%
AVANTAX ADVISORY SERVICES, INC.	53.43K	Jun 30, 25	+2.34K	0.03%
Jentner Corp	35.50K	Jun 30, 25	-8.25K	0.02%
FUTURE YOU WEALTH LLC	23.47K	Jun 30, 25	--	0.01%
David Wealth Management LLC	16.12K	Jun 30, 25	-2.00K	0.01%
Martin Worley Group	11.61K	Jun 30, 25	-782	0.01%
Atria Wealth Solutions, Inc.	10.12K	Jun 30, 25	-1.61K	0.01%
PrairieView Partners, LLC	6.09K	Jun 30, 25	--	0.00%
Bordeaux Wealth Advisors LLC	--	Jun 30, 25	-7.46K	--
Capital A Wealth Management, LLC	--	Jun 30, 25	-18	--
Good Life Advisors, LLC	--	Jun 30, 25	-117.67K	--
Sandy Spring Bank	289.00K	Mar 31, 25	+30.39K	0.14%
Vista Wealth Management Group, LLC	283.41K	Mar 31, 25	-4.58K	0.14%
COOK WEALTH MANAGEMENT GROUP LLC	222.31K	Mar 31, 25	-3.68K	0.11%
Orion Portfolio Solutions, LLC	60.11K	Mar 31, 25	+481	0.03%
Marcum Wealth, LLC	37.67K	Mar 31, 25	-683	0.02%
Safeguard Financial, LLC	7.59K	Mar 31, 25	--	0.00%
Callan Capital, LLC	6.87K	Mar 31, 25	+6.87K	0.00%
Rappaport Reiches Capital Management, LLC	6.75K	Mar 31, 25	+21	0.00%
Merriman Wealth Management, LLC	880.27K	Dec 31, 24	-39.60K	0.43%
Carlson Capital Management	99.25K	Dec 31, 24	-3.87K	0.05%
Cassady Schiller Wealth Management, LLC	32.28K	Dec 31, 24	-2.25K	0.02%
Sanctuary Wealth Management, L.L.C.	17.32K	Dec 31, 24	-4.73K	0.01%
Edge Capital Group, LLC	4.46K	Dec 31, 24	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	2.52K	Dec 31, 24	+290	0.00%
WR Wealth Planners, LLC	114	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	860.35K	Sep 30, 24	+89.47K	0.43%
RAYMOND JAMES & ASSOCIATES	169.28K	Sep 30, 24	+256	0.08%
SpiderRock Advisors, LLC	45.60K	Sep 30, 24	-7.09K	0.02%
Waypoint Capital Advisors, LLC	33.34K	Sep 30, 24	--	0.02%
First Trust Direct Indexing L.P.	15.85K	Sep 30, 24	--	0.01%
Advisory Services & Investments, LLC	14.74K	Sep 30, 24	-603	0.01%
GUNN & Co INVESTMENT MANAGEMENT, INC.	12.27K	Sep 30, 24	--	0.01%
RAYMOND JAMES TRUST N.A.	3.75K	Sep 30, 24	+3.75K	0.00%
New Potomac Partners, LLC	1.93K	Sep 30, 24	+1.93K	0.00%
BBJS FINANCIAL ADVISORS, LLC	572	Sep 30, 24	+2	0.00%
Annapolis Financial Services, LLC	--	Sep 30, 24	-310	--
BUCKINGHAM STRATEGIC WEALTH, LLC	12.44M	Jun 30, 24	-209.12K	6.14%
FMFE Wealth Management, LLC	535.87K	Jun 30, 24	+3.42K	0.26%
TCWP LLC	11.79K	Jun 30, 24	--	0.01%
Private Ocean, LLC	2.19K	Jun 30, 24	--	0.00%
ML & R WEALTH MANAGEMENT LLC	813.32K	Mar 31, 24	-48.70K	0.40%
Cetera Advisor Networks LLC	131.27K	Mar 31, 24	+20.73K	0.06%
SOUNDMARK WEALTH MANAGEMENT, LLC	79.13K	Mar 31, 24	-5.33K	0.04%
Bromfield Sneider Wealth Advisors	16.71K	Mar 31, 24	+3.76K	0.01%
Coulter & Justus Financial Services, LLC	--	Mar 31, 24	-7.30K	--
RESOURCE CONSULTING GROUP INC	1.57M	Dec 31, 23	-12.49K	0.78%
Landmark Financial Advisors, LLC	247.06K	Dec 31, 23	+9.40K	0.12%
DFPG INVESTMENTS, LLC	25.00K	Dec 31, 23	-7.21K	0.01%
Rollins Financial	18.83K	Dec 31, 23	+2.35K	0.01%
Curi Wealth Management, LLC	17.96K	Dec 31, 23	+18	0.01%
Bartlett & Co. LLC	10.31K	Dec 31, 23	+10.31K	0.01%
Baystate Wealth Management LLC	9.00K	Dec 31, 23	+757	0.00%
PATHSTONE FAMILY OFFICE, LLC	381.56K	Sep 30, 23	+16.91K	0.19%
Steward Financial Group LLC	314.65K	Sep 30, 23	+4.08K	0.16%
BRIGGS ADVISORY GROUP, INC.	74.11K	Sep 30, 23	+3.45K	0.04%
3D/L Capital Management, LLC	62.04K	Sep 30, 23	-102	0.03%
TRIAD FINANCIAL ADVISORS, INC.	48.68K	Sep 30, 23	+4.95K	0.02%
ADVISOR PARTNERS II, LLC	36.92K	Sep 30, 23	+351	0.02%
BEDEL FINANCIAL CONSULTING INC	16.78K	Sep 30, 23	+16.78K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	15.13K	Sep 30, 23	+1.07K	0.01%
Relaxing Retirement Coach	369.09K	Jun 30, 23	+40.36K	0.18%
First Command Bank	177.06K	Jun 30, 23	+177.06K	0.09%
First Command Financial Services, Inc.	177.06K	Jun 30, 23	+177.06K	0.09%
Veritable, L.P.	50.92K	Jun 30, 23	--	0.03%
TIAA, FSB	28.45K	Jun 30, 23	+12.32K	0.01%
Silicon Hills Wealth Management, LLC	14.34K	Jun 30, 23	+1	0.01%
Lumature Wealth Partners, LLC	2.62K	Jun 30, 23	+2.62K	0.00%
True Capital Management	58.84K	Mar 31, 23	-2.60K	0.03%
Baldrige Asset Management LLC	19.58K	Mar 31, 23	+2.19K	0.01%
Stone Asset Management Inc.	11.05K	Mar 31, 23	+33	0.01%
STONNINGTON GROUP, LLC	5.67K	Mar 31, 23	+5.67K	0.00%
Clear Perspectives Financial Planning, LLC	400	Mar 31, 23	+400	0.00%
Quantitative Advantage, LLC	--	Mar 31, 23	-1.11M	--
Equius Partners, Inc.	2.07M	Dec 31, 22	-69.65K	1.02%
Align Wealth Management, LLC	231.46K	Dec 31, 22	+231.46K	0.11%
Momentum Advisors, LLC	18.68K	Dec 31, 22	+8.60K	0.01%
RESOLUTE FINANCIAL, LLC	15.53K	Dec 31, 22	-989	0.01%
Burleson & Company, LLC	11.19K	Dec 31, 22	--	0.01%
Laurel Wealth Advisors, Inc.	10.85K	Dec 31, 22	-1.77K	0.01%
Personal Capital Advisors Corp	7.32K	Dec 31, 22	+261	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	574	Dec 31, 22	+2	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	1.36M	Sep 30, 22	-158.21K	0.67%
DOWLING & YAHNKE LLC	1.32M	Sep 30, 22	+11.32K	0.65%
BALASA DINVERNO & FOLTZ LLC	797.67K	Sep 30, 22	-66.89K	0.39%
Radnor Financial Advisors, LLC	466.86K	Sep 30, 22	+17.09K	0.23%
CPWM, LLC	74.12K	Sep 30, 22	+37.26K	0.04%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	13.27K	Sep 30, 22	-771	0.01%
55I, LLC	9.30K	Sep 30, 22	+9.30K	0.00%
REGENTATLANTIC CAPITAL LLC	7.40K	Sep 30, 22	-5.03K	0.00%
Surevest, LLC	6.95K	Sep 30, 22	--	0.00%
RGT Wealth Advisors, LLC	2.59K	Sep 30, 22	-355	0.00%
Covington Capital Management	1.73K	Sep 30, 22	--	0.00%
American Portfolios Advisors	139	Sep 30, 22	-1.07K	0.00%
Bell Rock Capital LLC	--	Sep 30, 22	-61.56K	--
Intersect Capital LLC	147.04K	Jun 30, 22	-16.96K	0.07%
ADVISOR PARTNERS LLC	24.84K	Jun 30, 22	+10.72K	0.01%
Frontier Wealth Management LLC	6.63K	Jun 30, 22	+26	0.00%
Dixon Hughes Goodman Wealth Advisors LLC	798.53K	Mar 31, 22	-290	0.39%
RITTER DANIHER FINANCIAL ADVISORY LLC	1.89K	Mar 31, 22	--	0.00%
Windsor Creek Advisors, LLC	20.00K	Dec 31, 21	+20.00K	0.01%
Resource Management, LLC	9.47K	Dec 31, 21	--	0.00%
Mosaic Family Wealth, LLC	6.40K	Dec 31, 21	+6.40K	0.00%
NEXT Financial Group, Inc	3.93K	Dec 31, 21	+3.93K	0.00%
BINGHAM OSBORN & SCARBOROUGH LLC	376.07K	Sep 30, 21	+376.07K	0.19%
MANAGED ACCOUNT SERVICES INC	119.37K	Sep 30, 21	-6.72K	0.06%
Berman Capital Advisors, LLC	31.98K	Sep 30, 21	+31.98K	0.02%
TIAA Kaspick, LLC	20.83K	Sep 30, 21	--	0.01%
Homrich & Berg	6.25K	Sep 30, 21	-678	0.00%
Ameritas Investment Company, LLC	--	Sep 30, 21	-17.95K	--
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	15.06K	Jun 30, 21	+15.06K	0.01%
USCA RIA LLC	12.18K	Jun 30, 21	+12.18K	0.01%
OAKWOOD CAPITAL MANAGEMENT LLC/CA	11.14K	Jun 30, 21	+11.14K	0.01%
Hoover Financial Advisors, Inc.	4.07K	Jun 30, 21	+4.07K	0.00%

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Holder

Date

Change

% Held

Creative Planning

13.31M

Jun 30, 26

-216.33K

6.57%

Colony Group, LLC

12.49M

Jun 30, 26

-652.20K

6.17%

Forum Financial Management, LP

10.38M

Jun 30, 26

+34.00K

5.13%

Index Fund Advisors, Inc.

6.33M

Jun 30, 26

-55.36K

3.13%

Pure Financial Advisors, LLC

5.71M

Jun 30, 26

+194.71K

2.82%

Buckingham Strategic Partners

5.63M

Jun 30, 26

-83.67K

2.78%

Savant Capital, LLC

5.35M

Jun 30, 26

+566.62K

2.64%

EP Wealth Advisors, LLC

4.75M

Jun 30, 26

+450.90K

2.35%

JACKSON THORNTON ASSET MANAGEMENT, LLC

2.81M

Jun 30, 26

-26.12K

1.39%

Asset Dedication, LLC

2.55M

Jun 30, 26

+8.67K

1.26%

Apella Capital, LLC

2.08M

Jun 30, 26

-55.13K

1.03%

RAYMOND JAMES FINANCIAL INC

1.83M

Jun 30, 26

-213.95K

0.91%

CI Private Wealth, LLC

1.80M

Jun 30, 26

-843.41K

0.89%

HighTower Advisors, LLC

1.79M

Jun 30, 26

-14.54K

0.88%

Trust Co of the South

1.75M

Jun 30, 26

-36.38K

0.87%

MERCER GLOBAL ADVISORS INC /ADV

1.68M

Jun 30, 26

+129.12K

0.83%

BANK OF AMERICA CORP /DE/

1.62M

Jun 30, 26

+87.53K

0.80%

CAPITAL PERFORMANCE ADVISORS LLP

1.51M

Jun 30, 26

+10.26K

0.74%

Smartleaf Asset Management LLC

1.49M

Jun 30, 26

0.74%

Truepoint, Inc.

1.46M

Jun 30, 26

-17.00K

0.72%

GREAT OAK CAPITAL PARTNERS, LLC

1.44M

Jun 30, 26

+6.05K

0.71%

Sequoia Financial Advisors, LLC

1.39M

Jun 30, 26

+18.14K

0.69%

Cerity Partners LLC

1.34M

Jun 30, 26

+209.85K

0.66%

LPL Financial LLC

1.26M

Jun 30, 26

+48.52K

0.62%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.18M

Jun 30, 26

+99.31K

0.58%

Sensible Money, LLC

1.09M

Jun 30, 26

+23.06K

0.54%

Evanson Financial, LLC

1.09M

Jun 30, 26

+1.09M

0.54%

Allworth Financial LP

1.06M

Jun 30, 26

+13.76K

0.52%

Abacus Wealth Partners, LLC

1.02M

Jun 30, 26

-332.92K

0.51%

Parkwoods Wealth Partners, LLC

925.41K

Jun 30, 26

+13.06K

0.46%

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

922.73K

Jun 30, 26

+8.66K

0.46%

Team Hewins, LLC

917.91K

Jun 30, 26

-2.38K

0.45%

Great Waters Wealth Management

888.36K

Jun 30, 26

+34.95K

0.44%

JONES FINANCIAL COMPANIES LLLP

846.85K

Jun 30, 26

+212.91K

0.42%

ASSETMARK, INC

845.93K

Jun 30, 26

+378.91K

0.42%

ENVESTNET ASSET MANAGEMENT INC

825.21K

Jun 30, 26

+137.41K

0.41%

Joel Isaacson & Co., LLC

823.93K

Jun 30, 26

+10.45K

0.41%

BAYSHORE ASSET MANAGEMENT, LLC

816.65K

Jun 30, 26

-19.06K

0.40%

Mariner, LLC

787.15K

Jun 30, 26

-67.53K

0.39%

SAX WEALTH ADVISORS, LLC

775.38K

Jun 30, 26

+17.97K

0.38%

Modera Wealth Management, LLC

770.65K

Jun 30, 26

+36.92K

0.38%

Plancorp, LLC

758.03K

Jun 30, 26

-636.08K

0.37%

MONOGRAPH WEALTH ADVISORS, LLC

756.91K

Jun 30, 26

+25.20K

0.37%

RW Investment Management LLC

741.76K

Jun 30, 26

-20.94K

0.37%

Three Arch Wealth Management LLC

730.94K

Jun 30, 26

-7.08K

0.36%

PHILLIPS FINANCIAL MANAGEMENT, LLC

712.67K

Jun 30, 26

-45.15K

0.35%

KEB ASSET MANAGEMENT, LLC

685.04K

Jun 30, 26

-2.63K

0.34%

Cetera Investment Advisers

662.40K

Jun 30, 26

+11.67K

0.33%

JPMORGAN CHASE & CO

658.10K

Jun 30, 26

+32.97K

0.33%

Tumwater Wealth Management, LLC

636.71K

Jun 30, 26

+7.97K

0.31%

Helen Stephens Group, LLC

584.68K

Jun 30, 26

+48.47K

0.29%

Richard Young Associates, Ltd.

558.63K

Jun 30, 26

-347

0.28%

Confluence Wealth Services, Inc.

554.56K

Jun 30, 26

+97.54K

0.27%

Financial Harvest, LLC

538.07K

Jun 30, 26

+30.44K

0.27%

UBS Group AG

529.30K

Jun 30, 26

+76.85K

0.26%

MOSAIC FAMILY WEALTH PARTNERS, LLC

505.94K

Jun 30, 26

+17.35K

0.25%

EnRich Financial Partners LLC

504.55K

Jun 30, 26

-17.07K

0.25%

Beaird Harris Wealth Management, LLC

472.42K

Jun 30, 26

-12.46K

0.23%

Summit Financial Strategies, Inc.

472.33K

Jun 30, 26

+26.04K

0.23%

Planning Center, Inc.

467.30K

Jun 30, 26

-297

0.23%

TCI Wealth Advisors, Inc.

465.34K

Jun 30, 26

-5.47K

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

461.95K

Jun 30, 26

+10.19K

0.23%

NorthAvenue LLC

455.18K

Jun 30, 26

+14.26K

0.22%

AE Wealth Management LLC

454.66K

Jun 30, 26

+14.09K

0.22%

Babb Wealth Advisors LLC

453.83K

Jun 30, 26

+15.64K

0.22%

AQR CAPITAL MANAGEMENT LLC

447.59K

Jun 30, 26

+56.59K

0.22%

Conrad Siegel Investment Advisors, Inc.

445.52K

Jun 30, 26

+4.99K

0.22%

FORVIS Wealth Advisors, LLC

436.22K

Jun 30, 26

-47.23K

0.22%

Squire Investment Management Company, LLC

432.12K

Jun 30, 26

-978

0.21%

Watchman Group, Inc.

431.66K

Jun 30, 26

+1.15K

0.21%

Disciplined Equity Management, Inc.

429.10K

Jun 30, 26

+14.93K

0.21%

Allen Capital Group, LLC

421.97K

Jun 30, 26

+3.37K

0.21%

TFC Financial Management, Inc.

411.49K

Jun 30, 26

+2.51K

0.20%

Cambridge Financial Group, LLC

405.76K

Jun 30, 26

+15.75K

0.20%

Meritas Wealth Management, LLC

403.50K

Jun 30, 26

-1.54K

0.20%

Lauterbach Financial Advisors, LLC

390.42K

Jun 30, 26

+907

0.19%

First Command Advisory Services, Inc.

387.11K

Jun 30, 26

-92.28K

0.19%

Foster Group, Inc.

385.53K

Jun 30, 26

-8.71K

0.19%

MASTER'S WEALTH MANAGEMENT INC.

384.73K

Jun 30, 26

+20.41K

0.19%

Henrickson Nauta Wealth Advisors, Inc.

384.68K

Jun 30, 26

+10.72K

0.19%

TFO-TDC, LLC

381.72K

Jun 30, 26

-15.17K

0.19%

Betterment LLC

380.19K

Jun 30, 26

+13.49K

0.19%

MISSION WEALTH MANAGEMENT, LP

373.16K

Jun 30, 26

+173.46K

0.18%

ECLECTIC ASSOCIATES INC /ADV

369.25K

Jun 30, 26

+19.61K

0.18%

Triune Financial Partners, LLC

366.69K

Jun 30, 26

+10.99K

0.18%

Sterling Wealth Management, Inc.

365.05K

Jun 30, 26

+824

0.18%

Equitable Holdings, Inc.

363.05K

Jun 30, 26

+22.10K

0.18%

Elser Financial Planning, Inc

358.38K

Jun 30, 26

-10.88K

0.18%

TRUIST FINANCIAL CORP

355.24K

Jun 30, 26

+48.43K

0.18%

Guardian Wealth Management, LLC

352.50K

Jun 30, 26

-4.57K

0.17%

BlackRock, Inc.

349.81K

Jun 30, 26

+95.23K

0.17%

Visionary Wealth Advisors

344.96K

Jun 30, 26

-1.68K

0.17%

CHOREO, LLC

343.58K

Jun 30, 26

-1.99K

0.17%

Tillman Hartley LLC

331.93K

Jun 30, 26

-8.64K

0.16%

KELLY FINANCIAL GROUP LLC

329.93K

Jun 30, 26

+2.54K

0.16%

RS CRUM INC.

326.26K

Jun 30, 26

+4.32K

0.16%

Farther Finance Advisors, LLC

325.06K

Jun 30, 26

+56.42K

0.16%

Kilner Capital Advisors, LLC

319.75K

Jun 30, 26

+1.57K

0.16%

Atlantic Union Bankshares Corp

315.25K

Jun 30, 26

+21.11K

0.16%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

314.29K

Jun 30, 26

+15.47K

0.16%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

311.40K

Jun 30, 26

+903

0.15%

CARDIFF PARK ADVISORS, LLC

307.99K

Jun 30, 26

-9.25K

0.15%

Crestmont Private Wealth LLC

307.00K

Jun 30, 26

+112.25K

0.15%

D.A. DAVIDSON & CO.

305.34K

Jun 30, 26

+52.29K

0.15%

BlueSky Wealth Advisors, LLC

304.99K

Jun 30, 26

+10.48K

0.15%

Financial Engines Advisors L.L.C.

302.75K

Jun 30, 26

-22.93K

0.15%

Keyes, Stange & Wooten Wealth Management, LLC

301.74K

Jun 30, 26

+2.30K

0.15%

Beacon Pointe Advisors, LLC

301.25K

Jun 30, 26

-5.85K

0.15%

Cambridge Investment Research Advisors, Inc.

297.60K

Jun 30, 26

+46.64K

0.15%

Prism Advisors, Inc.

293.96K

Jun 30, 26

-9.18K

0.15%

DOPKINS WEALTH MANAGEMENT, LLC

292.78K

Jun 30, 26

-4.44K

0.14%

RF&L WEALTH MANAGEMENT, LLC

288.96K

Jun 30, 26

-849

0.14%

PARK AVENUE SECURITIES LLC

283.61K

Jun 30, 26

+34.15K

0.14%

ROYAL BANK OF CANADA

277.52K

Jun 30, 26

+6.29K

0.14%

LIBRA WEALTH LLC

276.12K

Jun 30, 26

-3.96K

0.14%

Aspen Capital Management, LLC

274.33K

Jun 30, 26

-2.95K

0.14%

YOUNGS ADVISORY GROUP, INC.

273.68K

Jun 30, 26

-2.31K

0.14%

Pathstone Holdings, LLC

273.03K

Jun 30, 26

-63.63K

0.13%

WPWealth LLP

252.33K

Jun 30, 26

-32.77K

0.12%

Quantum Financial Advisors, LLC

251.65K

Jun 30, 26

-1.45K

0.12%

MORGAN STANLEY

245.28K

Jun 30, 26

+33

0.12%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

237.57K

Jun 30, 26

+1.54K

0.12%

Graver Capital Management, LLC

235.84K

Jun 30, 26

-10.62K

0.12%

Altiora Financial Group, LLC

234.70K

Jun 30, 26

-272

0.12%

OLIO Financial Planning

233.80K

Jun 30, 26

+3.52K

0.12%

McLean Asset Management Corp

226.50K

Jun 30, 26

-4.48K

0.11%

FIDUCIARY FINANCIAL GROUP, LLC

225.57K

Jun 30, 26

+14.88K

0.11%

HMV Wealth Advisors, LLC

221.62K

Jun 30, 26

+55

0.11%

Navigoe, LLC

220.71K

Jun 30, 26

-688

0.11%

JDH Wealth Management, LLC

217.91K

Jun 30, 26

-5.03K

0.11%

Wealth Management Nebraska

212.79K

Jun 30, 26

-2.19K

0.11%

Ruedi Wealth Management, Inc.

212.72K

Jun 30, 26

-3.81K

0.11%

ShankerValleau Wealth Advisors, Inc.

209.33K

Jun 30, 26

-6.02K

0.10%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

205.89K

Jun 30, 26

-336

0.10%

ADVISOR GROUP HOLDINGS, INC.

203.91K

Jun 30, 26

+29.87K

0.10%

Kings Path Partners LLC

203.73K

Jun 30, 26

+36.89K

0.10%

Capstone Wealth Management, LLC

195.95K

Jun 30, 26

-6.85K

0.10%

Navigation Group, LLC

194.54K

Jun 30, 26

+1.57K

0.10%

ASPIRIANT, LLC

188.31K

Jun 30, 26

0.09%

Moisand Fitzgerald Tamayo, LLC

187.14K

Jun 30, 26

-3.07K

0.09%

VESTIA PERSONAL WEALTH ADVISORS

185.19K

Jun 30, 26

-66

0.09%

Spire Wealth Management

181.35K

Jun 30, 26

+3.04K

0.09%

Larson Financial Group LLC

181.26K

Jun 30, 26

-33.73K

0.09%

Disciplined Investments, LLC

180.24K

Jun 30, 26

+10.11K

0.09%

PINNEY & SCOFIELD, INC.

177.70K

Jun 30, 26

-2.15K

0.09%

BAKER TILLY WEALTH MANAGEMENT, LLC

177.63K

Jun 30, 26

-9.57K

0.09%

Robertson Stephens Wealth Management, LLC

176.12K

Jun 30, 26

+301

0.09%

VANCE WEALTH, INC.

167.09K

Jun 30, 26

+711

0.08%

Pioneer Wealth Management Group

166.16K

Jun 30, 26

+12.43K

0.08%

MML INVESTORS SERVICES, LLC

161.70K

Jun 30, 26

-10.96K

0.08%

McKinley Carter Wealth Services, Inc.

155.00K

Jun 30, 26

+7.89K

0.08%

New England Private Wealth Advisors LLC

154.99K

Jun 30, 26

-3.24K

0.08%

REGIONS FINANCIAL CORP

151.22K

Jun 30, 26

0.07%

OMNI 360 Wealth, Inc.

149.85K

Jun 30, 26

-18.91K

0.07%

Lutz Financial Services LLC

148.45K

Jun 30, 26

-1.06K

0.07%

Pillar Financial Advisors, LLC

148.34K

Jun 30, 26

-101

0.07%

LEGACY FINANCIAL GROUP, INC.

147.30K

Jun 30, 26

-4.55K

0.07%

Austin Asset Management Co Inc

146.54K

Jun 30, 26

-3.27K

0.07%

Avondale Wealth Management

146.35K

Jun 30, 26

+12.86K

0.07%

Kestra Advisory Services, LLC

142.53K

Jun 30, 26

+8.77K

0.07%

American Investment Services, Inc.

142.44K

Jun 30, 26

-214

0.07%

Stratos Wealth Partners, LTD.

142.10K

Jun 30, 26

+10.88K

0.07%

Strategic Investment Solutions, Inc. /IL

141.62K

Jun 30, 26

+4.31K

0.07%

City State Bank

141.57K

Jun 30, 26

+7.75K

0.07%

Twin Cities Retirement Group LLC

139.00K

Jun 30, 26

-6.35K

0.07%

MATHER GROUP, LLC.

137.04K

Jun 30, 26

-4.71K

0.07%

JUNCTURE WEALTH STRATEGIES, LLC

136.85K

Jun 30, 26

+230

0.07%

Gradient Capital Advisors, LLC

134.62K

Jun 30, 26

-3.92K

0.07%

Highland Investment Advisors LLC

134.49K

Jun 30, 26

+134.49K

0.07%

LIBERTY WEALTH MANAGEMENT LLC

134.17K

Jun 30, 26

0.07%

Vawter Financial, Ltd.

132.90K

Jun 30, 26

-2.72K

0.07%

SCRATCH CAPITAL LLC

131.83K

Jun 30, 26

+11

0.07%

DiNuzzo Private Wealth, Inc.

131.67K

Jun 30, 26

-2.27K

0.07%

Lakeshore Financial Planning, Inc.

128.43K

Jun 30, 26

-1.43K

0.06%

CAPTRUST FINANCIAL ADVISORS

128.26K

Jun 30, 26

-10.18K

0.06%

Annandale Capital, LLC

128.20K

Jun 30, 26

+8.66K

0.06%

OPPENHEIMER & CO INC

127.32K

Jun 30, 26

-1.49K

0.06%

Quantinno Capital Management LP

126.19K

Jun 30, 26

+26.85K

0.06%

Timonier Family Office, LTD.

125.86K

Jun 30, 26

+125.86K

0.06%

Rather & Kittrell, Inc.

123.49K

Jun 30, 26

-2.98K

0.06%

Mason Investment Advisory Services, Inc.

120.47K

Jun 30, 26

+212

0.06%

Quantum Financial Planning Services, Inc.

120.43K

Jun 30, 26

+20.15K

0.06%

Arkadios Wealth Advisors

118.68K

Jun 30, 26

+15.61K

0.06%

Schoolcraft Capital LLC

117.22K

Jun 30, 26

-357

0.06%

Capstone Wealth Management, Inc.

114.47K

Jun 30, 26

+3.27K

0.06%

WATERSHED PRIVATE WEALTH LLC

114.09K

Jun 30, 26

-3.07K

0.06%

TAGStone Capital, Inc.

108.88K

Jun 30, 26

+4.75K

0.05%

Parkshore Wealth Management, Inc.

107.01K

Jun 30, 26

-4.78K

0.05%

Seneschal Advisors, LLC

106.80K

Jun 30, 26

-3.37K

0.05%

FMB WEALTH MANAGEMENT

103.20K

Jun 30, 26

-2.09K

0.05%

Ariadne Wealth Management, LP

103.00K

Jun 30, 26

-1.10K

0.05%

BWM Planning, LLC

102.50K

Jun 30, 26

+1.52K

0.05%

NORTHWEST WEALTH MANAGEMENT, LLC

102.29K

Jun 30, 26

-2.29K

0.05%

Valued Wealth Advisors LLC

100.81K

Jun 30, 26

-4.58K

0.05%

Mills Wealth Advisors LLC

100.70K

Jun 30, 26

+4.78K

0.05%

STIFEL FINANCIAL CORP

99.32K

Jun 30, 26

-552

0.05%

NewEdge Advisors, LLC

99.07K

Jun 30, 26

+9.46K

0.05%

Weinberger Asset Management, Inc

98.45K

Jun 30, 26

+6.89K

0.05%

COGENT STRATEGIC WEALTH LLC

97.21K

Jun 30, 26

-3.50K

0.05%

Ferguson Johnson Wealth Management Inc

96.61K

Jun 30, 26

-602

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

96.06K

Jun 30, 26

+96.06K

0.05%

Vestment Financial LLC

92.82K

Jun 30, 26

+4.77K

0.05%

SwitchPoint Financial Planning, LLC

92.37K

Jun 30, 26

+129

0.05%

CLARIS ADVISORS, LLC / MO /

91.79K

Jun 30, 26

-2.51K

0.05%

Bedel Financial Consulting, Inc.

90.71K

Jun 30, 26

+15.55K

0.04%

Greenspring Advisors, LLC

90.70K

Jun 30, 26

-1.19K

0.04%

STUDIO INVESTMENT MANAGEMENT LLC

90.52K

Jun 30, 26

+3.38K

0.04%

Gibson Capital, LLC

88.99K

Jun 30, 26

-1.03K

0.04%

Glassy Mountain Advisors, Inc.

88.17K

Jun 30, 26

-1.79K

0.04%

Lionshead Wealth Management, LLC

87.11K

Jun 30, 26

+2.32K

0.04%

WorthPointe, LLC

87.02K

Jun 30, 26

+5.15K

0.04%

Baird Financial Group, Inc.

86.95K

Jun 30, 26

-812

0.04%

CogentBlue Wealth Advisors, LLC

86.65K

Jun 30, 26

-2.53K

0.04%

Private Advisor Group, LLC

85.94K

Jun 30, 26

+42.70K

0.04%

Burk Holdings LLC

84.64K

Jun 30, 26

-2.58K

0.04%

MARYLAND CAPITAL ADVISORS INC.

84.41K

Jun 30, 26

+84.41K

0.04%

1900 WEALTH MANAGEMENT LLC

83.91K

Jun 30, 26

-999

0.04%

Platform Wealth Management, LLC

83.40K

Jun 30, 26

+83.40K

0.04%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

83.08K

Jun 30, 26

-1.06K

0.04%

Shearwater Capital LLC

82.11K

Jun 30, 26

0.04%

Porter White Investment Advisors, Inc.

81.64K

Jun 30, 26

-2.18K

0.04%

HB Wealth Management, LLC

81.55K

Jun 30, 26

+12.06K

0.04%

Aviance Capital Partners, LLC

80.61K

Jun 30, 26

+3.41K

0.04%

CLUNE & ASSOCIATES, LTD.

79.67K

Jun 30, 26

-978

0.04%

MAI Capital Management

79.25K

Jun 30, 26

+12.86K

0.04%

Integrated Wealth Concepts LLC

78.33K

Jun 30, 26

+30.46K

0.04%

B&D White Capital Company, LLC

77.21K

Jun 30, 26

-1.30K

0.04%

Bragg Financial Advisors, Inc

77.15K

Jun 30, 26

-3.79K

0.04%

Passive Capital Management, LLC.

76.99K

Jun 30, 26

-1.87K

0.04%

White Wing Wealth Management

76.45K

Jun 30, 26

-1.22K

0.04%

Certified Advisory Corp

76.19K

Jun 30, 26

+12.40K

0.04%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

75.64K

Jun 30, 26

+1.37K

0.04%

Verdence Capital Advisors LLC

75.64K

Jun 30, 26

0.04%

RTD Financial Advisors, Inc.

75.56K

Jun 30, 26

-310

0.04%

BBR PARTNERS, LLC

74.67K

Jun 30, 26

-74

0.04%

SC&H Financial Advisors, Inc.

74.62K

Jun 30, 26

+29

0.04%

Physician Wealth Solutions Inc.

73.27K

Jun 30, 26

-217

0.04%

Fortitude Family Office, LLC

73.15K

Jun 30, 26

-2.91K

0.04%

Integras Partners LLC

73.03K

Jun 30, 26

-1.09K

0.04%

Total Clarity Wealth Management, Inc.

71.64K

Jun 30, 26

-630

0.04%

Frankly Finances, LLC

71.58K

Jun 30, 26

0.04%

Evensky & Katz LLC

71.30K

Jun 30, 26

+1.02K

0.04%

Ares Financial Consulting, LLC

71.15K

Jun 30, 26

+424

0.04%

Pacific Asset Management, LLC

70.73K

Jun 30, 26

-148

0.03%

Woodward Financial Advisors, Inc.

70.15K

Jun 30, 26

+70.15K

0.03%

Diversified Portfolios, Inc.

69.71K

Jun 30, 26

0.03%

Private Wealth Management Group, LLC

69.38K

Jun 30, 26

-2.39K

0.03%

Level Financial Advisors, Inc.

69.30K

Jun 30, 26

+239

0.03%

Hill Investment Group Partners, LLC

68.98K

Jun 30, 26

-178

0.03%

Broadhurst Jeffrey B

68.95K

Jun 30, 26

-9.26K

0.03%

Rooted Wealth Advisors, Inc.

68.69K

Jun 30, 26

+6.07K

0.03%

ELEVATE WEALTH ADVISORY, INC

68.25K

Jun 30, 26

-2.23K

0.03%

NATIXIS ADVISORS, L.P.

66.58K

Jun 30, 26

+17.41K

0.03%

Belleair Asset Management, LLC

64.61K

Jun 30, 26

-157

0.03%

Steward Partners Investment Advisory, LLC

63.86K

Jun 30, 26

+37.21K

0.03%

Zhang Financial LLC

63.38K

Jun 30, 26

-52.85K

0.03%

InTrack Investment Management Inc

63.34K

Jun 30, 26

-2.10K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

62.91K

Jun 30, 26

+62.91K

0.03%

Klingman & Associates, LLC

62.86K

Jun 30, 26

-1.47K

0.03%

CITADEL ADVISORS LLC

61.67K

Jun 30, 26

+61.67K

0.03%

Burton Enright Welch

60.67K

Jun 30, 26

-1.65K

0.03%

Vantage Point Financial LLC

59.93K

Jun 30, 26

-456

0.03%

Pinnacle Financial Partners, Inc.

59.45K

Jun 30, 26

+286

0.03%

Atomi Financial Group, Inc.

59.18K

Jun 30, 26

-233

0.03%

Vistica Wealth Advisors, LLC

59.06K

Jun 30, 26

-1.49K

0.03%

Thayer Financial, L.L.C.

58.80K

Jun 30, 26

+1.11K

0.03%

Walsh & Associates, LLC

58.49K

Jun 30, 26

+17.33K

0.03%

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

58.05K

Jun 30, 26

-237

0.03%

BANK OF MONTREAL /CAN/

57.96K

Jun 30, 26

-91

0.03%

Live Oak Private Wealth LLC

57.75K

Jun 30, 26

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

57.63K

Jun 30, 26

-72

0.03%

MORRIS FINANCIAL CONCEPTS, INC.

57.25K

Jun 30, 26

-63

0.03%

EverSource Wealth Advisors, LLC

56.38K

Jun 30, 26

-995

0.03%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

55.78K

Jun 30, 26

-535

0.03%

CURIO WEALTH, LLC

55.36K

Jun 30, 26

-410

0.03%

PW ADVISORS, LLC \ FL

55.19K

Jun 30, 26

-3.65K

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

55.02K

Jun 30, 26

0.03%

FORTERIS WEALTH MANAGEMENT INC.

54.52K

Jun 30, 26

+1.25K

0.03%

AG Asset Advisory, LLC

53.78K

Jun 30, 26

-458

0.03%

Eqis Capital Management, Inc.

53.52K

Jun 30, 26

-867

0.03%

Symmetry Partners, LLC

53.50K

Jun 30, 26

-1.77K

0.03%

Tennessee Valley Asset Management Partners

53.21K

Jun 30, 26

+53.21K

0.03%

Simplicity Wealth,LLC

52.48K

Jun 30, 26

-2.27K

0.03%

Waverly Advisors, LLC

52.47K

Jun 30, 26

+1.76K

0.03%

Generations Wealth, LLC

52.34K

Jun 30, 26

-1.40K

0.03%

Kane Co Wealth Management, Inc.

52.06K

Jun 30, 26

-568

0.03%

Strategent Financial, LLC

51.53K

Jun 30, 26

+40

0.03%

Johnson Wealth Management, LLC

51.25K

Jun 30, 26

-3.94K

0.03%

BluePrint Investing LLC

50.46K

Jun 30, 26

+2.14K

0.02%

Resources Investment Advisors, LLC.

50.45K

Jun 30, 26

-1.26K

0.02%

Activest Wealth Management

50.38K

Jun 30, 26

-1.70K

0.02%

Astra Wealth Partners LLC

50.08K

Jun 30, 26

+2.72K

0.02%

Entelevest, LLC

49.45K

Jun 30, 26

+2.74K

0.02%

RFG Advisory, LLC

48.51K

Jun 30, 26

+79

0.02%

CFS Investment Advisory Services, LLC

47.72K

Jun 30, 26

-2.10K

0.02%

Beckerman Institutional, LLC

47.39K

Jun 30, 26

+1.25K

0.02%

Apollon Wealth Management, LLC

46.78K

Jun 30, 26

+31.23K

0.02%

Sound Portfolio Advisors, LLC

46.63K

Jun 30, 26

-2.74K

0.02%

Applied Capital LLC

46.62K

Jun 30, 26

0.02%

Werba Rubin Papier Wealth Management

46.51K

Jun 30, 26

+398

0.02%

Redwood Park Advisors LLC

46.20K

Jun 30, 26

-966

0.02%

Merit Financial Group, LLC

46.00K

Jun 30, 26

-4.33K

0.02%

FIDUCIARY FINANCIAL ADVISORS

45.91K

Jun 30, 26

+24.51K

0.02%

XY Planning Network, Inc.

45.88K

Jun 30, 26

+1.54K

0.02%

Aegis Wealth Management LLC

45.43K

Jun 30, 26

-750

0.02%

FINANCIAL CONSULATE, INC

44.06K

Jun 30, 26

+2.71K

0.02%

Tyche Wealth Partners LLC

42.92K

Jun 30, 26

0.02%

Sigma Planning Corp

42.33K

Jun 30, 26

+477

0.02%

Avant Financial Advisors LLC

42.15K

Jun 30, 26

+1.54K

0.02%

TruNorth Capital Management, LLC

41.89K

Jun 30, 26

0.02%

Ponta Wealth Partners, LLC

41.66K

Jun 30, 26

+10.72K

0.02%

Delap Wealth Advisory, LLC

41.58K

Jun 30, 26

-1.01K

0.02%

FMR LLC

41.42K

Jun 30, 26

+1.11K

0.02%

HUTCHINSON CAPITAL MANAGEMENT/CA

40.34K

Jun 30, 26

+3.81K

0.02%

True Wealth Design, LLC

40.11K

Jun 30, 26

-1.47K

0.02%

Vise Technologies, Inc.

39.80K

Jun 30, 26

+13.85K

0.02%

ZRC WEALTH MANAGEMENT, LLC

39.70K

Jun 30, 26

-1.14K

0.02%

US BANCORP \DE\

39.34K

Jun 30, 26

-17.69K

0.02%

Nuveen, LLC

39.00K

Jun 30, 26

+39.00K

0.02%

Rockefeller Capital Management L.P.

38.40K

Jun 30, 26

+3.16K

0.02%

Strathmore Capital Advisors, Inc.

38.28K

Jun 30, 26

-703

0.02%

3 FACTOR INDEXING, LLC

38.18K

Jun 30, 26

+190

0.02%

Mutual Advisors, LLC

37.74K

Jun 30, 26

-28

0.02%

Bridgewater Advisors Inc.

37.73K

Jun 30, 26

0.02%

NORTHERN TRUST CORP

37.27K

Jun 30, 26

-2.05K

0.02%

MONEY CONCEPTS CAPITAL CORP

37.14K

Jun 30, 26

-623

0.02%

Investmark Advisory Group LLC

37.05K

Jun 30, 26

+54

0.02%

Glass Jacobson Investment Advisors llc

36.37K

Jun 30, 26

+461

0.02%

Rockwood Wealth Management, LLC

36.21K

Jun 30, 26

0.02%

NorthCrest Asset Manangement, LLC

35.85K

Jun 30, 26

+35.85K

0.02%

Midwest Trust Co

35.59K

Jun 30, 26

-1.65K

0.02%

Long Island Wealth Management, Inc.

35.34K

Jun 30, 26

+1.74K

0.02%

Rehmann Capital Advisory Group

35.17K

Jun 30, 26

-327

0.02%

Navigate Wealth Management, LLC

35.08K

Jun 30, 26

+3.01K

0.02%

International Private Wealth Advisors LLC

35.05K

Jun 30, 26

+247

0.02%

Cresset Asset Management, LLC

34.98K

Jun 30, 26

-15.11K

0.02%

Savvy Advisors, Inc.

34.58K

Jun 30, 26

+14.81K

0.02%

marrick wealth, LLC

34.55K

Jun 30, 26

+59

0.02%

Grove Street Fiduciary, LLC

34.50K

Jun 30, 26

-1.30K

0.02%

Abel Hall, LLC

33.65K

Jun 30, 26

-423

0.02%

Sanctuary Advisors, LLC

33.58K

Jun 30, 26

+177

0.02%

Global Retirement Partners, LLC

33.04K

Jun 30, 26

+33.04K

0.02%

Clark Asset Management, LLC

32.55K

Jun 30, 26

+10

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

32.50K

Jun 30, 26

0.02%

Heritage Investment Group, Inc.

32.23K

Jun 30, 26

-175

0.02%

Schubert & Co

32.07K

Jun 30, 26

+10

0.02%

BIP Wealth, LLC

32.04K

Jun 30, 26

+5.66K

0.02%

Cascade Financial Partners, LLC

31.91K

Jun 30, 26

-676

0.02%

LAM GROUP, INC.

31.60K

Jun 30, 26

0.02%

HBE Wealth Management, LLC

31.36K

Jun 30, 26

-152

0.02%

Caprock Group, LLC

31.23K

Jun 30, 26

-225

0.02%

ARK & TLK INVESTMENTS, LLC

31.22K

Jun 30, 26

0.02%

Olistico Wealth, LLC

31.04K

Jun 30, 26

+1.32K

0.02%

Strategic Blueprint, LLC

30.88K

Jun 30, 26

-1.06K

0.02%

Root Financial Partners, LLC

30.20K

Jun 30, 26

-3.13K

0.01%

QUARRY HILL ADVISORS, LLC

29.57K

Jun 30, 26

-605

0.01%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

29.47K

Jun 30, 26

-9.54K

0.01%

New Dimensions Wealth Management, LLC

28.92K

Jun 30, 26

-1.53K

0.01%

SEI INVESTMENTS CO

28.49K

Jun 30, 26

+7.52K

0.01%

True North Advisors, LLC

28.26K

Jun 30, 26

0.01%

Aptus Capital Advisors, LLC

27.87K

Jun 30, 26

0.01%

Financial Synergies Wealth Advisors, Inc.

27.82K

Jun 30, 26

-70

0.01%

AMERIPRISE FINANCIAL INC

27.61K

Jun 30, 26

-827

0.01%

POINCIANA ADVISORS GROUP, LLC

27.59K

Jun 30, 26

-142

0.01%

Lodestone Wealth Management LLC

27.37K

Jun 30, 26

-2.83K

0.01%

CarsonAllaria Wealth Management, Ltd.

26.62K

Jun 30, 26

-195

0.01%

Versant Capital Management, Inc

26.00K

Jun 30, 26

-677

0.01%

Legacy Financial Advisors, Inc.

25.82K

Jun 30, 26

+1.51K

0.01%

25 LLC

25.81K

Jun 30, 26

+70

0.01%

Pandowealth. LLC

25.54K

Jun 30, 26

-915

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

25.51K

Jun 30, 26

-2.32K

0.01%

MONTAG A & ASSOCIATES INC

25.40K

Jun 30, 26

+45

0.01%

WELLS FARGO & COMPANY/MN

25.37K

Jun 30, 26

+10.27K

0.01%

Renasant Bank

25.32K

Jun 30, 26

0.01%

Meredith Wealth Planning

25.18K

Jun 30, 26

0.01%

Triumph Capital Management

25.11K

Jun 30, 26

+1.05K

0.01%

Legacy Capital Wealth Partners, LLC

24.80K

Jun 30, 26

-539

0.01%

RMB Capital Management, LLC

24.52K

Jun 30, 26

0.01%

IFG Advisors, LLC

24.49K

Jun 30, 26

0.01%

MELFA WEALTH MANAGEMENT, LLC

24.36K

Jun 30, 26

-635

0.01%

GOLDMAN SACHS GROUP INC

24.33K

Jun 30, 26

+24.33K

0.01%

55 North Private Wealth, LLC

24.33K

Jun 30, 26

0.01%

VIRTUE ASSET MANAGEMENT LLC

24.14K

Jun 30, 26

0.01%

BOS Asset Management, LLC

24.10K

Jun 30, 26

0.01%

Aspirean Wealth, LLC

23.73K

Jun 30, 26

-664

0.01%

NerdWallet Wealth Partners, LLC

23.47K

Jun 30, 26

0.01%

Vermillion Wealth Management, Inc.

23.34K

Jun 30, 26

+2.83K

0.01%

Compass Advisory Group LLC

23.25K

Jun 30, 26

+235

0.01%

WealthCollab, LLC

22.98K

Jun 30, 26

0.01%

Wealth Enhancement Trust Services, Inc.

22.71K

Jun 30, 26

-1.19K

0.01%

Copper Harbor Investment Advisors, LLC

22.66K

Jun 30, 26

+22.66K

0.01%

Foundation Wealth Management, LLC\PA

22.54K

Jun 30, 26

-576

0.01%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

22.46K

Jun 30, 26

-932

0.01%

SRS Capital Advisors, Inc.

22.42K

Jun 30, 26

+21.16K

0.01%

SILVER OAK SECURITIES, INCORPORATED

22.25K

Jun 30, 26

-6

0.01%

Kondo Wealth Advisors, Inc.

22.20K

Jun 30, 26

+103

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

22.16K

Jun 30, 26

-1.52K

0.01%

Prime Capital Investment Advisors, LLC

22.05K

Jun 30, 26

-555

0.01%

180 WEALTH ADVISORS, LLC

22.01K

Jun 30, 26

+2.85K

0.01%

CENTRAL TRUST Co

21.85K

Jun 30, 26

+5.28K

0.01%

MSA Advisors, LLC

21.69K

Jun 30, 26

0.01%

BESSEMER GROUP INC

21.67K

Jun 30, 26

0.01%

McGrath & Associates, Inc.

21.33K

Jun 30, 26

+2.36K

0.01%

Avidian Wealth Solutions, LLC

21.24K

Jun 30, 26

+12

0.01%

HARBOUR INVESTMENTS, INC.

21.19K

Jun 30, 26

+1.15K

0.01%

Krilogy Financial LLC

21.13K

Jun 30, 26

0.01%

Balboa Wealth Partners

21.01K

Jun 30, 26

-1.21K

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

20.85K

Jun 30, 26

-1.29K

0.01%

Capital Group Private Client Services, Inc.

20.85K

Jun 30, 26

+299

0.01%

Curated Wealth Partners LLC

20.34K

Jun 30, 26

+20.34K

0.01%

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

20.28K

Jun 30, 26

-9

0.01%

Silver Oak Advisory Group, Inc.

20.26K

Jun 30, 26

+85

0.01%

Measured Wealth Private Client Group, LLC

20.19K

Jun 30, 26

-151

0.01%

IFP Advisors, Inc

20.10K

Jun 30, 26

-4.66K

0.01%

Black Swift Group, LLC

20.00K

Jun 30, 26

0.01%

Intergy Private Wealth, LLC

19.87K

Jun 30, 26

0.01%

TOBIAS FINANCIAL ADVISORS, INC.

19.53K

Jun 30, 26

-1.83K

0.01%

IHT Wealth Management, LLC

19.44K

Jun 30, 26

+17

0.01%

VERUS WEALTH MANAGEMENT, LLC

19.29K

Jun 30, 26

-6.83K

0.01%

Integrity Wealth Solutions LLC

19.14K

Jun 30, 26

0.01%

WILLNER & HELLER, LLC

18.91K

Jun 30, 26

+41

0.01%

LJI Wealth Management, LLC

18.73K

Jun 30, 26

-3.58K

0.01%

MARIPAU WEALTH MANAGEMENT LLC

18.70K

Jun 30, 26

+3.34K

0.01%

Petersen Hastings Wealth Advisors Inc.

18.62K

Jun 30, 26

-66

0.01%

Vannoy Advisory Group, Inc.

18.29K

Jun 30, 26

-40

0.01%

Partners in Financial Planning

18.14K

Jun 30, 26

-1.00K

0.01%

Clear Creek Financial Management, LLC

18.12K

Jun 30, 26

-9

0.01%

Beacon Financial Advisory LLC

18.09K

Jun 30, 26

+3.09K

0.01%

Cloud Capital Management, LLC

17.91K

Jun 30, 26

+4.54K

0.01%

FIFTH THIRD BANCORP

17.89K

Jun 30, 26

+265

0.01%

XTX Topco Ltd

17.79K

Jun 30, 26

+17.79K

0.01%

CENTAURUS FINANCIAL, INC.

17.71K

Jun 30, 26

+1.53K

0.01%

BetterWealth, LLC

17.49K

Jun 30, 26

-258

0.01%

GRAND WEALTH MANAGEMENT, LLC

17.40K

Jun 30, 26

-69

0.01%

Aurelius Family Office LLC

17.37K

Jun 30, 26

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

17.32K

Jun 30, 26

+4.77K

0.01%

Summit Financial, LLC

17.19K

Jun 30, 26

0.01%

Forza Wealth Management, LLC

17.01K

Jun 30, 26

+2.58K

0.01%

WEALTHSPAN PARTNERS, LLC

16.95K

Jun 30, 26

+177

0.01%

MB Generational Wealth, LLC

16.91K

Jun 30, 26

-219

0.01%

KAVAR CAPITAL PARTNERS GROUP, LLC

16.88K

Jun 30, 26

0.01%

Axis Wealth Partners, LLC

16.70K

Jun 30, 26

-802

0.01%

Wedmont Private Capital

16.68K

Jun 30, 26

0.01%

Signal Advisors Wealth, LLC

16.37K

Jun 30, 26

+11.04K

0.01%

Warwick Investment Management, Inc.

16.28K

Jun 30, 26

0.01%

Roundview Capital LLC

16.17K

Jun 30, 26

0.01%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

16.08K

Jun 30, 26

0.01%

Rialto Wealth Management, LLC

15.93K

Jun 30, 26

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

15.82K

Jun 30, 26

0.01%

Peirce Capital Management, LLC

15.76K

Jun 30, 26

-2.54K

0.01%

Eaton Financial Holdings Company, LLC

15.34K

Jun 30, 26

-22

0.01%

JFS WEALTH ADVISORS, LLC

15.34K

Jun 30, 26

+1.40K

0.01%

PFG Advisors

15.34K

Jun 30, 26

+3.78K

0.01%

Prudent Man Investment Management, Inc.

15.12K

Jun 30, 26

-12

0.01%

Nautilus Advisors LLC

14.97K

Jun 30, 26

+126

0.01%

Capital Investment Advisors, LLC

14.87K

Jun 30, 26

0.01%

Cypress Wealth Services, LLC

14.73K

Jun 30, 26

+11.09K

0.01%

Falcon Wealth Planning

14.52K

Jun 30, 26

0.01%

Janney Montgomery Scott LLC

14.17K

Jun 30, 26

+2.04K

0.01%

CreativeOne Wealth, LLC

14.14K

Jun 30, 26

+3.85K

0.01%

CVA Family Office, LLC

14.14K

Jun 30, 26

+23

0.01%

Keebeck Wealth Management, LLC

14.04K

Jun 30, 26

0.01%

Stone Point Wealth LLC

13.95K

Jun 30, 26

-13

0.01%

Safeguard Investment Advisory Group, LLC

13.94K

Jun 30, 26

+1.38K

0.01%

Perigon Wealth Management, LLC

13.90K

Jun 30, 26

+1.84K

0.01%

Pinnacle Bancorp, Inc.

13.89K

Jun 30, 26

-11

0.01%

Good Harbor Advisors, Inc.

13.56K

Jun 30, 26

+96

0.01%

Concentrum Wealth Management

13.46K

Jun 30, 26

-1.01K

0.01%

Dakota Wealth Management

13.40K

Jun 30, 26

-780

0.01%

TANDEMGROWTH FINANCIAL ADVISORS LLC

13.18K

Jun 30, 26

0.01%

Berger Financial Group, Inc

13.17K

Jun 30, 26

0.01%

Chicago Partners Investment Group LLC

13.07K

Jun 30, 26

-217

0.01%

SageView Advisory Group, LLC

13.04K

Jun 30, 26

-371

0.01%

Shira Ridge Wealth Management

13.00K

Jun 30, 26

-194

0.01%

Financial Symmetry Inc

12.99K

Jun 30, 26

0.01%

Medallion Wealth Advisors, LLC

12.89K

Jun 30, 26

-1.00K

0.01%

J. Derek Lewis & Associates Inc.

12.88K

Jun 30, 26

+5.03K

0.01%

WoodTrust Financial Corp

12.85K

Jun 30, 26

0.01%

Donalies Financial Planning, LLC

12.82K

Jun 30, 26

-29

0.01%

BCR Wealth Strategies, LLC

12.80K

Jun 30, 26

0.01%

Plante Moran Financial Advisors, LLC

12.55K

Jun 30, 26

-799

0.01%

COMMERCE BANK

12.37K

Jun 30, 26

0.01%

Foundations Investment Advisors, LLC

12.29K

Jun 30, 26

-743

0.01%

Dorsey & Whitney Trust CO LLC

12.25K

Jun 30, 26

0.01%

Institute for Wealth Management, LLC.

12.20K

Jun 30, 26

0.01%

American Capital Advisory, LLC

12.09K

Jun 30, 26

+72

0.01%

MGO ONE SEVEN LLC

12.09K

Jun 30, 26

0.01%

WASHINGTON TRUST Co

11.99K

Jun 30, 26

0.01%

Vilga Financial Planning LLC

11.97K

Jun 30, 26

0.01%

Concurrent Investment Advisors, LLC

11.86K

Jun 30, 26

+712

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

11.79K

Jun 30, 26

-4

0.01%

NCM Capital Management, LLC

11.77K

Jun 30, 26

+31

0.01%

Dynamic Advisor Solutions LLC

11.77K

Jun 30, 26

+1.41K

0.01%

Westmount Partners, LLC

11.66K

Jun 30, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

11.63K

Jun 30, 26

-4.07K

0.01%

Fundamentum, LLC

11.62K

Jun 30, 26

-1.21K

0.01%

Trailhead Planners LLC

11.48K

Jun 30, 26

0.01%

BDFS Capital LLC

11.38K

Jun 30, 26

+349

0.01%

Lido Advisors, LLC

11.33K

Jun 30, 26

+942

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

11.31K

Jun 30, 26

0.01%

GenTrust, LLC

11.08K

Jun 30, 26

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

10.77K

Jun 30, 26

-1.11K

0.01%

Cascade Wealth Advisors, Inc

10.75K

Jun 30, 26

0.01%

Approach Retirement Advisors, LLC

10.70K

Jun 30, 26

-84

0.01%

QRG CAPITAL MANAGEMENT, INC.

10.67K

Jun 30, 26

+10.67K

0.01%

Strategic Financial Services, Inc,

10.66K

Jun 30, 26

0.01%

Focus Financial Network, Inc.

10.62K

Jun 30, 26

+90

0.01%

CPA Asset Management LLC

10.59K

Jun 30, 26

-1.36K

0.01%

Rollins Financial Advisors, LLC

10.53K

Jun 30, 26

+918

0.01%

Wealth Management Strategies, Inc.

10.45K

Jun 30, 26

+32

0.01%

AlphaCore Capital LLC

10.43K

Jun 30, 26

+1.08K

0.01%

CARY STREET PARTNERS FINANCIAL LLC

10.36K

Jun 30, 26

-653

0.01%

Liberty Capital Management, Inc.

10.30K

Jun 30, 26

+10.30K

0.01%

McGlone Suttner Wealth Management, Inc.

10.18K

Jun 30, 26

0.01%

Keel Point, LLC

10.17K

Jun 30, 26

0.01%

MASECO LLP

10.14K

Jun 30, 26

0.01%

M Holdings Securities, Inc.

10.10K

Jun 30, 26

-93.08K

0.00%

Berkeley, Inc

10.03K

Jun 30, 26

+368

0.00%

Nicholas Hoffman & Company, LLC.

9.89K

Jun 30, 26

0.00%

RAM Investment Partners, LLC

9.73K

Jun 30, 26

0.00%

Ascent Group, LLC

9.66K

Jun 30, 26

+6.15K

0.00%

Arista Wealth Management, LLC

9.64K

Jun 30, 26

0.00%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

9.58K

Jun 30, 26

-203

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

9.48K

Jun 30, 26

+3.77K

0.00%

Diversify Advisory Services, LLC

9.48K

Jun 30, 26

+9.48K

0.00%

CWA Asset Management Group, LLC

9.47K

Jun 30, 26

0.00%

Empower Advisory Group, LLC

9.42K

Jun 30, 26

-225

0.00%

HBK Sorce Advisory LLC

9.41K

Jun 30, 26

0.00%

Mullaney, Keating & Wright, Inc.

9.36K

Jun 30, 26

0.00%

Mission Financial Group, LLC

9.31K

Jun 30, 26

+9.31K

0.00%

SIMON QUICK ADVISORS, LLC

9.27K

Jun 30, 26

0.00%

Mesirow Financial Investment Management, Inc.

9.21K

Jun 30, 26

-223

0.00%

WEDBUSH SECURITIES INC

9.19K

Jun 30, 26

0.00%

Secure Asset Management, LLC

9.10K

Jun 30, 26

0.00%

TENET WEALTH PARTNERS, LLC

9.09K

Jun 30, 26

+9.09K

0.00%

CORRECT CAPITAL WEALTH MANAGEMENT

9.03K

Jun 30, 26

0.00%

Accurate Wealth Management, LLC

8.92K

Jun 30, 26

+819

0.00%

Geneos Wealth Management Inc.

8.79K

Jun 30, 26

0.00%

Exeter Financial, LLC

8.75K

Jun 30, 26

+29

0.00%

RENAISSANCE TECHNOLOGIES LLC

8.71K

Jun 30, 26

-9.20K

0.00%

High Probability Advisors, LLC

8.67K

Jun 30, 26

0.00%

LBMC INVESTMENT ADVISORS, LLC

8.63K

Jun 30, 26

+16

0.00%

Painted Porch Advisors LLC

8.62K

Jun 30, 26

+8.62K

0.00%

Fort Point Capital Partners LLC

8.53K

Jun 30, 26

+8.53K

0.00%

Stonebridge Financial Group, LLC/CA

8.49K

Jun 30, 26

+8.49K

0.00%

NWK Group, Inc.

8.33K

Jun 30, 26

0.00%

LAIRD NORTON TRUST COMPANY, LLC

8.32K

Jun 30, 26

0.00%

IEQ CAPITAL, LLC

8.31K

Jun 30, 26

-2.77K

0.00%

Monument Group Wealth Advisors, LLC

8.31K

Jun 30, 26

0.00%

Belpointe Asset Management LLC

8.26K

Jun 30, 26

+1.04K

0.00%

Fortis Capital Advisors, LLC

8.26K

Jun 30, 26

+1.04K

0.00%

Miracle Mile Advisors, LLC

8.25K

Jun 30, 26

+603

0.00%

Five Oceans Advisors

8.23K

Jun 30, 26

-747

0.00%

West Wealth Group, LLC

8.16K

Jun 30, 26

-9

0.00%

Sand Hill Global Advisors, LLC

8.13K

Jun 30, 26

0.00%

Kathmere Capital Management, LLC

8.12K

Jun 30, 26

-205

0.00%

Nalls Sherbakoff Group, LLC

8.07K

Jun 30, 26

+11

0.00%

Wealthspire Advisors, LLC

8.06K

Jun 30, 26

+150

0.00%

Modern Wealth Management, LLC

7.97K

Jun 30, 26

0.00%

Clayton Financial Group LLC

7.94K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

7.94K

Jun 30, 26

+2.92K

0.00%

Madison Wealth Partners, Inc

7.87K

Jun 30, 26

+7.87K

0.00%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

7.72K

Jun 30, 26

+89

0.00%

Valmark Advisers, Inc.

7.71K

Jun 30, 26

+339

0.00%

Intrua Financial, LLC

7.56K

Jun 30, 26

0.00%

Addison Advisors LLC

7.55K

Jun 30, 26

-18.80K

0.00%

Ridgewood Investments LLC

7.51K

Jun 30, 26

+14

0.00%

PRIVATE TRUST CO NA

7.49K

Jun 30, 26

0.00%

M.E. ALLISON & CO., INC.

7.45K

Jun 30, 26

0.00%

OKABENA INVESTMENT SERVICES INC

7.42K

Jun 30, 26

0.00%

BRIGHTON JONES LLC

7.41K

Jun 30, 26

-156

0.00%

STALEY CAPITAL ADVISERS INC

7.38K

Jun 30, 26

+24

0.00%

IFG Advisory, LLC

7.30K

Jun 30, 26

+7.30K

0.00%

Old Peak Finance LLC

7.30K

Jun 30, 26

-5

0.00%

Greenline Partners, LLC

7.28K

Jun 30, 26

+17

0.00%

Colonial Trust Co / SC

7.28K

Jun 30, 26

-17

0.00%

STEVENS CAPITAL PARTNERS

7.25K

Jun 30, 26

-602

0.00%

Wick Capital Partners, LLC

7.17K

Jun 30, 26

0.00%

DBK Financial Counsel, LLC

7.15K

Jun 30, 26

0.00%

Triad Wealth Partners, LLC

7.09K

Jun 30, 26

-1.06K

0.00%

Merited Wealth, LLC

7.00K

Jun 30, 26

-295

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

7.00K

Jun 30, 26

+7.00K

0.00%

Lee Financial Co

6.97K

Jun 30, 26

+6.97K

0.00%

Mount Yale Investment Advisors, LLC

6.95K

Jun 30, 26

+6.95K

0.00%

Vestmark Advisory Solutions, Inc.

6.95K

Jun 30, 26

+6.95K

0.00%

BENNINGFIELD FINANCIAL ADVISORS, LLC

6.94K

Jun 30, 26

0.00%

STOLZ & ASSOCIATES, PS

6.89K

Jun 30, 26

0.00%

Parkside Investments, LLC

6.88K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

6.80K

Jun 30, 26

0.00%

Bank of New York Mellon Corp

6.80K

Jun 30, 26

+1.00K

0.00%

St. Louis Trust Co

6.76K

Jun 30, 26

0.00%

ROWLAND & CO INVESTMENT COUNSEL/ADV

6.75K

Jun 30, 26

0.00%

London & Capital Asset Management Ltd

6.73K

Jun 30, 26

-411

0.00%

Busey Wealth Management

6.70K

Jun 30, 26

+254

0.00%

Murphy Pohlad Asset Management LLC

6.69K

Jun 30, 26

0.00%

Prospera Financial Services Inc

6.67K

Jun 30, 26

0.00%

Well Done, LLC

6.62K

Jun 30, 26

0.00%

Geometric Wealth Advisors

6.52K

Jun 30, 26

0.00%

Fortis Advisors, LLC

6.40K

Jun 30, 26

+21

0.00%

D. E. Shaw & Co., Inc.

6.38K

Jun 30, 26

+6.38K

0.00%

MITCHELL CAPITAL MANAGEMENT CO

6.36K

Jun 30, 26

-119

0.00%

BROWN ADVISORY INC

6.32K

Jun 30, 26

-955

0.00%

First Financial Group Corp

6.30K

Jun 30, 26

0.00%

FIRST MANHATTAN CO. LLC.

6.28K

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

6.27K

Jun 30, 26

+1.33K

0.00%

STAGE HARBOR FINANCIAL, LLC

6.26K

Jun 30, 26

0.00%

Vertex Planning Partners, LLC

6.25K

Jun 30, 26

-206

0.00%

Keener Financial Planning LLC

6.22K

Jun 30, 26

0.00%

MBM Wealth Consultants, LLC

6.19K

Jun 30, 26

-362

0.00%

BCO Wealth Management LLC

6.18K

Jun 30, 26

0.00%

HTG Investment Advisors, Inc.

6.12K

Jun 30, 26

0.00%

Lansing Street Advisors

6.03K

Jun 30, 26

+6.03K

0.00%

Brookwood Investment Group LLC

6.01K

Jun 30, 26

+1.00K

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

6.00K

Jun 30, 26

0.00%

Syverson Strege & Co

5.94K

Jun 30, 26

+16

0.00%

Sequent Asset Management, LLC

5.93K

Jun 30, 26

0.00%

NWAM LLC

5.85K

Jun 30, 26

+2.02K

0.00%

WMG Financial Advisors, LLC

5.85K

Jun 30, 26

-35

0.00%

Wealth Advisors Northwest LLC

5.82K

Jun 30, 26

-89

0.00%

Hartmann Taylor Wealth Management, LLC

5.82K

Jun 30, 26

0.00%

ACCREDITED INVESTOR SERVICES, LLC

5.81K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

5.79K

Jun 30, 26

+3.80K

0.00%

Advisory Services Network, LLC

5.75K

Jun 30, 26

+14

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

5.72K

Jun 30, 26

0.00%

Vision Capital Management, Inc.

5.70K

Jun 30, 26

0.00%

Everest Financial Group LLC

5.69K

Jun 30, 26

+233

0.00%

Verus Financial Partners, Inc.

5.68K

Jun 30, 26

0.00%

COLLECTIVE FAMILY OFFICE LLC

5.66K

Jun 30, 26

0.00%

HANOVER ADVISORS INC

5.59K

Jun 30, 26

0.00%

PINNACLE ASSOCIATES LTD

5.54K

Jun 30, 26

0.00%

Yoder Wealth Management, Inc.

5.54K

Jun 30, 26

0.00%

Pinnacle Wealth Management Advisory Group, LLC

5.51K

Jun 30, 26

0.00%

TWO SIGMA SECURITIES, LLC

5.51K

Jun 30, 26

+5.51K

0.00%

THOROUGHBRED FINANCIAL SERVICES, LLC

5.51K

Jun 30, 26

0.00%

Venture Visionary Partners LLC

5.50K

Jun 30, 26

0.00%

Discipline Wealth Solutions, LLC

5.46K

Jun 30, 26

-115

0.00%

AMARILLO NATIONAL BANK

5.46K

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

5.32K

Jun 30, 26

0.00%

Goldstein Advisors, LLC

5.31K

Jun 30, 26

0.00%

Oath Planning, LLC

5.30K

Jun 30, 26

-356

0.00%

CAMBIENT FAMILY OFFICE, LLC

5.29K

Jun 30, 26

0.00%

Accredited Investors Inc.

5.28K

Jun 30, 26

0.00%

Towneley Capital Management, Inc / DE

5.28K

Jun 30, 26

+18

0.00%

Hudock, Inc.

5.22K

Jun 30, 26

+5.22K

0.00%

Mustard Seed Financial, LLC

5.20K

Jun 30, 26

0.00%

PEAVINE CAPITAL, LLC

5.19K

Jun 30, 26

0.00%

FinDec Wealth Services, Inc.

5.13K

Jun 30, 26

-11

0.00%

PARAGON FINANCIAL PARTNERS, INC.

5.08K

Jun 30, 26

0.00%

Integrated Advisors Network LLC

5.04K

Jun 30, 26

-99

0.00%

Ameritas Investment Partners, Inc.

5.04K

Jun 30, 26

+17

0.00%

Moss Adams Wealth Advisors LLC

5.04K

Jun 30, 26

+17

0.00%

Bannerstone Capital Management, LLC

5.02K

Jun 30, 26

-238

0.00%

McCartney Wealth Management LLC

4.98K

Jun 30, 26

0.00%

Tranquility Partners, LLC

4.95K

Jun 30, 26

-791

0.00%

Corundum Group, Inc.

4.91K

Jun 30, 26

-1.17K

0.00%

CATHY PARETO & ASSOCIATES, INC

4.91K

Jun 30, 26

+17

0.00%

CITIZENS FINANCIAL GROUP INC/RI

4.87K

Jun 30, 26

+42

0.00%

Disciplined Investors, L.L.C.

4.85K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

4.85K

Jun 30, 26

0.00%

Stonebridge Financial Group, LLC / MO

4.84K

Jun 30, 26

-25

0.00%

North Capital, Inc.

4.82K

Jun 30, 26

+390

0.00%

Smith Partners Wealth Management, LLC

4.80K

Jun 30, 26

0.00%

VestGen Advisors, LLC

4.75K

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

4.70K

Jun 30, 26

-60

0.00%

Clarity Capital Advisors, LLC

4.70K

Jun 30, 26

0.00%

Gryphon Financial Partners LLC

4.69K

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

4.65K

Jun 30, 26

-650

0.00%

HUNTINGTON NATIONAL BANK

4.65K

Jun 30, 26

-730

0.00%

Third View Private Wealth, LLC

4.64K

Jun 30, 26

0.00%

Significant Wealth Partners LLC

4.61K

Jun 30, 26

0.00%

AlphaStar Capital Management, LLC

4.58K

Jun 30, 26

+4.58K

0.00%

Pensionmark Financial Group, LLC

4.58K

Jun 30, 26

0.00%

Oder Investment Management, LLC

4.43K

Jun 30, 26

+240

0.00%

Destination Wealth Management

4.43K

Jun 30, 26

0.00%

Wealthcare Advisory Partners LLC

4.38K

Jun 30, 26

+513

0.00%

Woodside Wealth Management LLC

4.32K

Jun 30, 26

0.00%

GeoWealth Management, LLC

4.30K

Jun 30, 26

0.00%

Vident Advisory, LLC

4.30K

Jun 30, 26

0.00%

Ellenbecker Investment Group

4.29K

Jun 30, 26

-288

0.00%

Kovack Advisors, Inc.

4.28K

Jun 30, 26

0.00%

NorthRock Partners, LLC

4.27K

Jun 30, 26

-961

0.00%

Key FInancial Inc

4.20K

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

4.15K

Jun 30, 26

+11

0.00%

Crescent Grove Advisors, LLC

4.14K

Jun 30, 26

0.00%

Flagstone Financial Management

4.11K

Jun 30, 26

0.00%

SilverOak Wealth Management LLC

4.09K

Jun 30, 26

0.00%

DRIVE WEALTH MANAGEMENT, LLC

4.08K

Jun 30, 26

0.00%

Mokosak Advisory Group, LLC

4.07K

Jun 30, 26

+13

0.00%

Indivisible Partners

4.05K

Jun 30, 26

+4.05K

0.00%

HEFFERNAN ADVISORY, INC

4.03K

Jun 30, 26

+11

0.00%

Core Wealth Management, Inc.

4.03K

Jun 30, 26

0.00%

CGN Advisors LLC

4.03K

Jun 30, 26

0.00%

Pinnacle Financial Group, LLC / IL

4.02K

Jun 30, 26

+4.02K

0.00%

Envestnet Portfolio Solutions, Inc.

4.00K

Jun 30, 26

+4.00K

0.00%

Pacifica Partners Inc.

4.00K

Jun 30, 26

0.00%

D'Orazio & Associates, Inc.

3.98K

Jun 30, 26

0.00%

Robinswood Financial LLC

3.98K

Jun 30, 26

0.00%

SAGESPRING WEALTH PARTNERS, LLC

3.97K

Jun 30, 26

-66

0.00%

Nova R Wealth, Inc.

3.96K

Jun 30, 26

+14

0.00%

Trexquant Investment LP

3.92K

Jun 30, 26

+3.92K

0.00%

GoalVest Advisory LLC

3.90K

Jun 30, 26

0.00%

GENTRY PRIVATE WEALTH, LLC

3.90K

Jun 30, 26

0.00%

GDS Wealth Management

3.88K

Jun 30, 26

0.00%

FF Advisors,LLC

3.87K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

3.83K

Jun 30, 26

+13

0.00%

Cypress Point Wealth Management, LLC

3.82K

Jun 30, 26

-1.59K

0.00%

Harel Insurance Investments & Financial Services Ltd.

3.80K

Jun 30, 26

0.00%

Fermata Advisors, LLC

3.74K

Jun 30, 26

+13

0.00%

Private Advisory Group LLC

3.73K

Jun 30, 26

0.00%

Western Wealth Management, LLC

3.72K

Jun 30, 26

0.00%

Granite Bay Wealth Management, LLC

3.72K

Jun 30, 26

0.00%

FFT WEALTH MANAGEMENT LLC

3.71K

Jun 30, 26

0.00%

Prism Planning Partners LLC

3.69K

Jun 30, 26

-40

0.00%

PDS Planning, Inc

3.65K

Jun 30, 26

+3.65K

0.00%

Americana Partners, LLC

3.64K

Jun 30, 26

0.00%

Frazier Financial Advisors, LLC

3.62K

Jun 30, 26

+10

0.00%

Waterloo Capital, L.P.

3.61K

Jun 30, 26

+3.61K

0.00%

Ironwood Financial, llc

3.58K

Jun 30, 26

-75

0.00%

Brookstone Capital Management

3.58K

Jun 30, 26

-373

0.00%

Integrity Investment Advisors, LLC

3.52K

Jun 30, 26

0.00%

Brinker Capital Investments, LLC

3.48K

Jun 30, 26

-13.33K

0.00%

Avantax Planning Partners, Inc.

3.48K

Jun 30, 26

0.00%

Two West Capital Advisors LLC

3.48K

Jun 30, 26

-267

0.00%

Caldwell Trust Co

3.47K

Jun 30, 26

-135

0.00%

Advyzon Investment Management, LLC

3.35K

Jun 30, 26

+140

0.00%

3.34K

Jun 30, 26

+3.34K

0.00%

Align Financial, LLC

3.34K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

3.34K

Jun 30, 26

0.00%

Canal Capital Management, LLC

3.33K

Jun 30, 26

+11

0.00%

RAFFA WEALTH MANAGEMENT, LLC

3.32K

Jun 30, 26

0.00%

Weil Company, Inc.

3.31K

Jun 30, 26

0.00%

Balanced Rock Investment Advisor

3.30K

Jun 30, 26

-19

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

3.30K

Jun 30, 26

+11

0.00%

Elmwood Wealth Management, Inc.

3.30K

Jun 30, 26

0.00%

Novak & Powell Financial Services, Inc.

3.29K

Jun 30, 26

0.00%

First Bancorp, Inc /ME/

3.29K

Jun 30, 26

0.00%

One Day In July LLC

3.28K

Jun 30, 26

0.00%

Marble Wealth, LLC

3.27K

Jun 30, 26

0.00%

WestHill Financial Advisors, Inc.

3.26K

Jun 30, 26

0.00%

J.W. COLE ADVISORS, INC.

3.26K

Jun 30, 26

-167

0.00%

SAGE RHINO CAPITAL LLC

3.25K

Jun 30, 26

-6

0.00%

FIRST NATIONAL BANK OF OMAHA

3.24K

Jun 30, 26

+3.24K

0.00%

Signature Equity Partners, LLC

3.22K

Jun 30, 26

+313

0.00%

Financial Concepts Unlimited, Inc.

3.20K

Jun 30, 26

0.00%

Sterling Financial Planning, Inc.

3.19K

Jun 30, 26

+3.19K

0.00%

Ameritas Advisory Services, LLC

3.19K

Jun 30, 26

-9.88K

0.00%

Cassaday & Co Wealth Management LLC

3.17K

Jun 30, 26

+82

0.00%

ROTHSCHILD INVESTMENT LLC

3.12K

Jun 30, 26

0.00%

Winter & Associates, Inc.

3.11K

Jun 30, 26

-865

0.00%

Kera Capital Partners, Inc.

3.11K

Jun 30, 26

-1.19K

0.00%

Invariant Investment Management

3.09K

Jun 30, 26

0.00%

USAdvisors Wealth Management, LLC

3.08K

Jun 30, 26

+3.08K

0.00%

GEM Asset Management, LLC

3.08K

Jun 30, 26

+3.08K

0.00%

Shepherd Financial Partners LLC

3.08K

Jun 30, 26

+3.08K

0.00%

WJ Financial Advisors LLC

3.07K

Jun 30, 26

+3.07K

0.00%

PRINCIPAL SECURITIES, INC.

3.07K

Jun 30, 26

-962

0.00%

Forum Finance Group S.A.

3.07K

Jun 30, 26

0.00%

WASHINGTON TRUST BANK

3.03K

Jun 30, 26

+3.03K

0.00%

CASTLE WEALTH MANAGEMENT LLC

3.02K

Jun 30, 26

+3.02K

0.00%

BRIDGES INVESTMENT MANAGEMENT INC

3.00K

Jun 30, 26

+3.00K

0.00%

Financial Security Advisor, Inc.

2.99K

Jun 30, 26

+2.99K

0.00%

UMB Bank, n.a.

2.99K

Jun 30, 26

-1.10K

0.00%

Destiny Wealth Partners, LLC

2.98K

Jun 30, 26

+2.98K

0.00%

Odyssey Group, LLC

2.97K

Jun 30, 26

+2.97K

0.00%

Grey Fox Wealth Advisors, LLC

2.96K

Jun 30, 26

+2.96K

0.00%

AdvisorNet Financial, Inc

2.96K

Jun 30, 26

+17

0.00%

Accretive Wealth Partners, LLC

2.95K

Jun 30, 26

-1.36K

0.00%

McAdam, LLC

2.93K

Jun 30, 26

+2.93K

0.00%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

2.91K

Jun 30, 26

+2.91K

0.00%

Fifth Third Wealth Advisors LLC

2.90K

Jun 30, 26

+2.90K

0.00%

tru Independence LLC

2.90K

Jun 30, 26

+2.90K

0.00%

E-Wealth Partners, LLC

2.89K

Jun 30, 26

+2.89K

0.00%

MJP ASSOCIATES INC /ADV

2.89K

Jun 30, 26

+2.89K

0.00%

Advisor OS, LLC

2.89K

Jun 30, 26

+2.89K

0.00%

Fairvoy Private Wealth, LLC

2.87K

Jun 30, 26

+2.87K

0.00%

Hurley Capital, LLC

2.78K

Jun 30, 26

+228

0.00%

PROSPERITY BANCSHARES INC

2.73K

Jun 30, 26

0.00%

Operose Advisors LLC

2.71K

Jun 30, 26

0.00%

Princeton Global Asset Management LLC

2.50K

Jun 30, 26

0.00%

Brooklyn FI, LLC

2.45K

Jun 30, 26

+2.45K

0.00%

MOTCO

2.35K

Jun 30, 26

0.00%

Abound Wealth Management

2.30K

Jun 30, 26

-339

0.00%

Investors Research Corp

2.24K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

2.18K

Jun 30, 26

-317

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.13K

Jun 30, 26

+622

0.00%

C M BIDWELL & ASSOCIATES LTD

2.12K

Jun 30, 26

0.00%

BankChampaign, National Association

2.06K

Jun 30, 26

0.00%

Glassman Wealth Services

2.05K

Jun 30, 26

0.00%

HOWE & RUSLING INC

2.05K

Jun 30, 26

+946

0.00%

S.A. Mason LLC

2.03K

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

1.94K

Jun 30, 26

-398

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.44K

Jun 30, 26

+466

0.00%

Coston, McIsaac & Partners

1.40K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.38K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

1.34K

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

1.33K

Jun 30, 26

0.00%

WHITTIER TRUST CO

1.33K

Jun 30, 26

0.00%

ALBION FINANCIAL GROUP /UT

1.30K

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

1.30K

Jun 30, 26

0.00%

JPL Wealth Management, LLC

1.27K

Jun 30, 26

0.00%

Retirement Wealth Solutions LLC

1.24K

Jun 30, 26

0.00%

Marshall & Sterling Wealth Advisors Inc.

1.23K

Jun 30, 26

0.00%

SITTNER & NELSON, LLC

1.21K

Jun 30, 26

0.00%

John A. Wolfe & Associates, Inc.

1.17K

Jun 30, 26

0.00%

Parallel Advisors, LLC

1.17K

Jun 30, 26

+355

0.00%

Trifecta Capital Advisors, LLC

1.12K

Jun 30, 26

0.00%

CDKV HOLDINGS LLC

1.06K

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

1.00K

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

976

Jun 30, 26

0.00%

Downshift Financial, LLC

947

Jun 30, 26

+947

0.00%

CGC Financial Services, LLC

942

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

868

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

852

Jun 30, 26

0.00%

Timmons Wealth Management, LLC

834

Jun 30, 26

0.00%

Ritter Daniher Financial Advisory LLC / DE

832

Jun 30, 26

0.00%

PETERSON WEALTH MANAGEMENT

818

Jun 30, 26

0.00%

Centennial Bank/AR/

806

Jun 30, 26

+806

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

749

Jun 30, 26

0.00%

STEPH & CO

711

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

617

Jun 30, 26

-1.03K

0.00%

Mascoma Wealth Management LLC

575

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

520

Jun 30, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

497

Jun 30, 26

0.00%

Rossby Financial, LCC

490

Jun 30, 26

-59

0.00%

Qube Research & Technologies Ltd

475

Jun 30, 26

+475

0.00%

TIAA Wealth Investment Management LLC

444

Jun 30, 26

-56

0.00%

CoreFirst Bank & Trust

443

Jun 30, 26

0.00%

EVERMAY WEALTH MANAGEMENT LLC

398

Jun 30, 26

+224

0.00%

United Community Bank

377

Jun 30, 26

0.00%

Transce3nd, LLC

367

Jun 30, 26

0.00%

Community Financial Services Group, LLC

357

Jun 30, 26

0.00%

Creative Capital Management Investments LLC

356

Jun 30, 26

0.00%

NBT BANK N A /NY

326

Jun 30, 26

+326

0.00%

GABLES CAPITAL MANAGEMENT INC.

319

Jun 30, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

315

Jun 30, 26

+315

0.00%

Smallwood Wealth Investment Management, LLC

309

Jun 30, 26

0.00%

Westside Investment Management, Inc.

300

Jun 30, 26

0.00%

Evolution Advisers, Inc.

288

Jun 30, 26

+288

0.00%

Concord Wealth Partners

288

Jun 30, 26

+288

0.00%

PITTENGER & ANDERSON INC

253

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

171

Jun 30, 26

-918

0.00%

Truvestments Capital LLC

164

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

135

Jun 30, 26

0.00%

Capital Analysts, LLC

112

Jun 30, 26

+112

0.00%

Continuum Advisory, LLC

102

Jun 30, 26

+102

0.00%

LifeSteps Financial, Inc.

Jun 30, 26

+78

0.00%

TRUST CO OF VERMONT

Jun 30, 26

+57

0.00%

Horizon Investments, LLC

Jun 30, 26

+47

0.00%

Trust Co

Jun 30, 26

0.00%

Winch Advisory Services, LLC

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

Jun 30, 26

0.00%

Archer Investment Corp

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

SIGNATUREFD, LLC

Jun 30, 26

0.00%

Private Wealth Asset Management, LLC

Jun 30, 26

0.00%

OneAscent Family Office, LLC

Jun 30, 26

-14.72K

TRB Wealth Management, LLC

Jun 30, 26

-94.05K

SCS Capital Management LLC

Jun 30, 26

-4.46K

Magnolia Wealth Management, LLC

Jun 30, 26

-908

Independent Advisor Alliance

Jun 30, 26

-5.10K

Everhart Financial Group, Inc.

Jun 30, 26

-3.64K

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-3.28K

VisionPoint Advisory Group, LLC

Jun 30, 26

-13.12K

MAGNOLIA CAPITAL ADVISORS LLC

Jun 30, 26

-10.08K

CLEAR INVESTMENT RESEARCH, LLC

Jun 30, 26

-1.64K

CORTLAND ASSOCIATES INC/MO

Jun 30, 26

-4.11K

SLT Holdings LLC

Jun 30, 26

-3.56K

Whalen Wealth Management Inc.

Jun 30, 26

-5.72K

Sound Income Strategies, LLC

Jun 30, 26

-13

Fiduciary Alliance LLC

Jun 30, 26

-4.97K

Fisher Asset Management, LLC

Jun 30, 26

-4.64K

DecisionPoint Financial, LLC

Jun 30, 26

-371

True Link Financial Advisors, LLC

Jun 30, 26

-60

MIDLAND WEALTH ADVISORS LLC

Jun 30, 26

-3.73K

EVOKE WEALTH, LLC

Jun 30, 26

-12.04K

Harbor Group, Inc.

Jun 30, 26

-3.42K

WealthShield Partners, LLC

Jun 30, 26

-712

LongView Wealth Management

Jun 30, 26

-4.50K

Ronald Blue Trust, Inc.

Jun 30, 26

-12.13K

HHM Wealth Advisors, LLC

Jun 30, 26

-396

Nemes Rush Group LLC

Jun 30, 26

-978

Premier Financial Group

1.19M

Mar 31, 26

-2.55K

0.59%

Evanson Asset Management, LLC

1.08M

Mar 31, 26

-2.89K

0.53%

EXENCIAL WEALTH ADVISORS, LLC

375.68K

Mar 31, 26

-6.09K

0.19%

SOL Capital Management CO

222.31K

Mar 31, 26

+180.95K

0.11%

Efficient Advisors, LLC

155.14K

Mar 31, 26

-10.14K

0.08%

CWM, LLC

106.63K

Mar 31, 26

+9.96K

0.05%

Cherry Tree Wealth Management, LLC

88.56K

Mar 31, 26

-1.99K

0.04%

rebel Financial LLC

15.62K

Mar 31, 26

-138

0.01%

SIGNET FINANCIAL MANAGEMENT, LLC

13.17K

Mar 31, 26

0.01%

SMITH CHAS P & ASSOCIATES PA CPAS

11.62K

Mar 31, 26

-22

0.01%

U.S. Capital Wealth Advisors, LLC

9.98K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

8.75K

Mar 31, 26

+1.24K

0.00%

Skopos Labs, Inc.

3.60K

Mar 31, 26

+3.60K

0.00%

Red Tortoise LLC

3.17K

Mar 31, 26

0.00%

Financial Connections Group, Inc.

680

Mar 31, 26

0.00%

McIlrath & Eck, LLC

448

Mar 31, 26

-271

0.00%

PURE PORTFOLIOS HOLDINGS LLC

28.98K

Dec 31, 25

+638

0.01%

Running Point Capital Advisors, LLC

11.84K

Dec 31, 25

0.01%

Total Wealth Planning, LLC

7.38K

Dec 31, 25

-54.21K

0.00%

COMERICA BANK

7.01K

Dec 31, 25

-67

0.00%

Cadence Bank

3.48K

Dec 31, 25

-86

0.00%

CIBC Private Wealth Group, LLC

557

Dec 31, 25

-98

0.00%

Willow Creek Wealth Management Inc.

2.15M

Sep 30, 25

+53.88K

1.06%

PBMares Wealth Management LLC

451.90K

Sep 30, 25

-358

0.22%

Wealthstream Advisors, Inc.

71.37K

Sep 30, 25

-552

0.04%

Sensible Financial Planning & Management, LLC.

15.82K

Sep 30, 25

-789

0.01%

Fortress Wealth Management, Inc.

10.89K

Sep 30, 25

-4.59K

0.01%

PINNACLE FINANCIAL PARTNERS INC

10.08K

Sep 30, 25

0.00%

Hemington Wealth Management

8.70K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

8.32K

Sep 30, 25

0.00%

ASSET PLANNING CORPORATION

4.36K

Sep 30, 25

+4.36K

0.00%

Pineridge Advisors LLC

195

Sep 30, 25

0.00%

Efficient Frontier Advisors LLC

466.24K

Jun 30, 25

-33.83K

0.23%

KRAFT ASSET MANAGEMENT, LLC

389.23K

Jun 30, 25

-37.65K

0.19%

Better Money Decisions, LLC

187.29K

Jun 30, 25

+9.43K

0.09%

Parkworth Wealth Management, Inc.

81.62K

Jun 30, 25

-266

0.04%

AVANTAX ADVISORY SERVICES, INC.

53.43K

Jun 30, 25

+2.34K

0.03%

Jentner Corp

35.50K

Jun 30, 25

-8.25K

0.02%

FUTURE YOU WEALTH LLC

23.47K

Jun 30, 25

0.01%

David Wealth Management LLC

16.12K

Jun 30, 25

-2.00K

0.01%

Martin Worley Group

11.61K

Jun 30, 25

-782

0.01%

Atria Wealth Solutions, Inc.

10.12K

Jun 30, 25

-1.61K

0.01%

PrairieView Partners, LLC

6.09K

Jun 30, 25

0.00%

Bordeaux Wealth Advisors LLC

Jun 30, 25

-7.46K

Capital A Wealth Management, LLC

Jun 30, 25

-18

Good Life Advisors, LLC

Jun 30, 25

-117.67K

Sandy Spring Bank

289.00K

Mar 31, 25

+30.39K

0.14%

Vista Wealth Management Group, LLC

283.41K

Mar 31, 25

-4.58K

0.14%

COOK WEALTH MANAGEMENT GROUP LLC

222.31K

Mar 31, 25

-3.68K

0.11%

Orion Portfolio Solutions, LLC

60.11K

Mar 31, 25

+481

0.03%

Marcum Wealth, LLC

37.67K

Mar 31, 25

-683

0.02%

Safeguard Financial, LLC

7.59K

Mar 31, 25

0.00%

Callan Capital, LLC

6.87K

Mar 31, 25

+6.87K

0.00%

Rappaport Reiches Capital Management, LLC

6.75K

Mar 31, 25

+21

0.00%

Merriman Wealth Management, LLC

880.27K

Dec 31, 24

-39.60K

0.43%

Carlson Capital Management

99.25K

Dec 31, 24

-3.87K

0.05%

Cassady Schiller Wealth Management, LLC

32.28K

Dec 31, 24

-2.25K

0.02%

Sanctuary Wealth Management, L.L.C.

17.32K

Dec 31, 24

-4.73K

0.01%

Edge Capital Group, LLC

4.46K

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

2.52K

Dec 31, 24

+290

0.00%

WR Wealth Planners, LLC

114

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

860.35K

Sep 30, 24

+89.47K

0.43%

RAYMOND JAMES & ASSOCIATES

169.28K

Sep 30, 24

+256

0.08%

SpiderRock Advisors, LLC

45.60K

Sep 30, 24

-7.09K

0.02%

Waypoint Capital Advisors, LLC

33.34K

Sep 30, 24

0.02%

First Trust Direct Indexing L.P.

15.85K

Sep 30, 24

0.01%

Advisory Services & Investments, LLC

14.74K

Sep 30, 24

-603

0.01%

GUNN & Co INVESTMENT MANAGEMENT, INC.

12.27K

Sep 30, 24

0.01%

RAYMOND JAMES TRUST N.A.

3.75K

Sep 30, 24

+3.75K

0.00%

New Potomac Partners, LLC

1.93K

Sep 30, 24

+1.93K

0.00%

BBJS FINANCIAL ADVISORS, LLC

572

Sep 30, 24

0.00%

Annapolis Financial Services, LLC

Sep 30, 24

-310

BUCKINGHAM STRATEGIC WEALTH, LLC

12.44M

Jun 30, 24

-209.12K

6.14%

FMFE Wealth Management, LLC

535.87K

Jun 30, 24

+3.42K

0.26%

TCWP LLC

11.79K

Jun 30, 24

0.01%

Private Ocean, LLC

2.19K

Jun 30, 24

0.00%

ML & R WEALTH MANAGEMENT LLC

813.32K

Mar 31, 24

-48.70K

0.40%

Cetera Advisor Networks LLC

131.27K

Mar 31, 24

+20.73K

0.06%

SOUNDMARK WEALTH MANAGEMENT, LLC

79.13K

Mar 31, 24

-5.33K

0.04%

Bromfield Sneider Wealth Advisors

16.71K

Mar 31, 24

+3.76K

0.01%

Coulter & Justus Financial Services, LLC

Mar 31, 24

-7.30K

RESOURCE CONSULTING GROUP INC

1.57M

Dec 31, 23

-12.49K

0.78%

Landmark Financial Advisors, LLC

247.06K

Dec 31, 23

+9.40K

0.12%

DFPG INVESTMENTS, LLC

25.00K

Dec 31, 23

-7.21K

0.01%

Rollins Financial

18.83K

Dec 31, 23

+2.35K

0.01%

Curi Wealth Management, LLC

17.96K

Dec 31, 23

+18

0.01%

Bartlett & Co. LLC

10.31K

Dec 31, 23

+10.31K

0.01%

Baystate Wealth Management LLC

9.00K

Dec 31, 23

+757

0.00%

PATHSTONE FAMILY OFFICE, LLC

381.56K

Sep 30, 23

+16.91K

0.19%

Steward Financial Group LLC

314.65K

Sep 30, 23

+4.08K

0.16%

BRIGGS ADVISORY GROUP, INC.

74.11K

Sep 30, 23

+3.45K

0.04%

3D/L Capital Management, LLC

62.04K

Sep 30, 23

-102

0.03%

TRIAD FINANCIAL ADVISORS, INC.

48.68K

Sep 30, 23

+4.95K

0.02%

ADVISOR PARTNERS II, LLC

36.92K

Sep 30, 23

+351

0.02%

BEDEL FINANCIAL CONSULTING INC

16.78K

Sep 30, 23

+16.78K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

15.13K

Sep 30, 23

+1.07K

0.01%

Relaxing Retirement Coach

369.09K

Jun 30, 23

+40.36K

0.18%

First Command Bank

177.06K

Jun 30, 23

+177.06K

0.09%

First Command Financial Services, Inc.

177.06K

Jun 30, 23

+177.06K

0.09%

Veritable, L.P.

50.92K

Jun 30, 23

0.03%

TIAA, FSB

28.45K

Jun 30, 23

+12.32K

0.01%

Silicon Hills Wealth Management, LLC

14.34K

Jun 30, 23

0.01%

Lumature Wealth Partners, LLC

2.62K

Jun 30, 23

+2.62K

0.00%

True Capital Management

58.84K

Mar 31, 23

-2.60K

0.03%

Baldrige Asset Management LLC

19.58K

Mar 31, 23

+2.19K

0.01%

Stone Asset Management Inc.

11.05K

Mar 31, 23

+33

0.01%

STONNINGTON GROUP, LLC

5.67K

Mar 31, 23

+5.67K

0.00%

Clear Perspectives Financial Planning, LLC

400

Mar 31, 23

+400

0.00%

Quantitative Advantage, LLC

Mar 31, 23

-1.11M

Equius Partners, Inc.

2.07M

Dec 31, 22

-69.65K

1.02%

Align Wealth Management, LLC

231.46K

Dec 31, 22

+231.46K

0.11%

Momentum Advisors, LLC

18.68K

Dec 31, 22

+8.60K

0.01%

RESOLUTE FINANCIAL, LLC

15.53K

Dec 31, 22

-989

0.01%

Burleson & Company, LLC

11.19K

Dec 31, 22

0.01%

Laurel Wealth Advisors, Inc.

10.85K

Dec 31, 22

-1.77K

0.01%

Personal Capital Advisors Corp

7.32K

Dec 31, 22

+261

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

574

Dec 31, 22

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

1.36M

Sep 30, 22

-158.21K

0.67%

DOWLING & YAHNKE LLC

1.32M

Sep 30, 22

+11.32K

0.65%

BALASA DINVERNO & FOLTZ LLC

797.67K

Sep 30, 22

-66.89K

0.39%

Radnor Financial Advisors, LLC

466.86K

Sep 30, 22

+17.09K

0.23%

CPWM, LLC

74.12K

Sep 30, 22

+37.26K

0.04%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

13.27K

Sep 30, 22

-771

0.01%

55I, LLC

9.30K

Sep 30, 22

+9.30K

0.00%

REGENTATLANTIC CAPITAL LLC

7.40K

Sep 30, 22

-5.03K

0.00%

Surevest, LLC

6.95K

Sep 30, 22

0.00%

RGT Wealth Advisors, LLC

2.59K

Sep 30, 22

-355

0.00%

Covington Capital Management

1.73K

Sep 30, 22

0.00%

American Portfolios Advisors

139

Sep 30, 22

-1.07K

0.00%

Bell Rock Capital LLC

Sep 30, 22

-61.56K

Intersect Capital LLC

147.04K

Jun 30, 22

-16.96K

0.07%

ADVISOR PARTNERS LLC

24.84K

Jun 30, 22

+10.72K

0.01%

Frontier Wealth Management LLC

6.63K

Jun 30, 22

+26

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

798.53K

Mar 31, 22

-290

0.39%

RITTER DANIHER FINANCIAL ADVISORY LLC

1.89K

Mar 31, 22

0.00%

Windsor Creek Advisors, LLC

20.00K

Dec 31, 21

+20.00K

0.01%

Resource Management, LLC

9.47K

Dec 31, 21

0.00%

Mosaic Family Wealth, LLC

6.40K

Dec 31, 21

+6.40K

0.00%

NEXT Financial Group, Inc

3.93K

Dec 31, 21

+3.93K

0.00%

BINGHAM OSBORN & SCARBOROUGH LLC

376.07K

Sep 30, 21

+376.07K

0.19%

MANAGED ACCOUNT SERVICES INC

119.37K

Sep 30, 21

-6.72K

0.06%

Berman Capital Advisors, LLC

31.98K

Sep 30, 21

+31.98K

0.02%

TIAA Kaspick, LLC

20.83K

Sep 30, 21

0.01%

Homrich & Berg

6.25K

Sep 30, 21

-678

0.00%

Ameritas Investment Company, LLC

Sep 30, 21

-17.95K

SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)

15.06K

Jun 30, 21

+15.06K

0.01%

USCA RIA LLC

12.18K

Jun 30, 21

+12.18K

0.01%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

11.14K

Jun 30, 21

+11.14K

0.01%

Hoover Financial Advisors, Inc.

4.07K

Jun 30, 21

+4.07K

0.00%