Dimensional - US Core Equity Market ETF(DFAU)

$52.96—Stale · unknown old

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Dimensional - US Core Equity Market ETF(DFAU)

NYSE • Last print unknown ago

$52.96—Stale · unknown old

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DFAU(DFAU)

DFAU

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Institutional Ownership

Top 699 Institutional Holders

Holder	Shares	Date	Change	% Held
Sequoia Financial Advisors, LLC	7.61M	Jun 30, 26	+227.76K	3.20%
RVW Wealth, LLC	4.83M	Jun 30, 26	+194.47K	2.03%
Resources Investment Advisors, LLC.	4.56M	Jun 30, 26	+139.15K	1.92%
Sageworth Trust Co	4.44M	Jun 30, 26	-36.16K	1.87%
Annex Advisory Services, LLC	4.36M	Jun 30, 26	+651.62K	1.83%
Allworth Financial LP	3.94M	Jun 30, 26	-29.97K	1.66%
Aquire Wealth Advisors, LLC	3.61M	Jun 30, 26	+195.00K	1.52%
Colony Group, LLC	3.54M	Jun 30, 26	+26.22K	1.49%
MAI Capital Management	3.28M	Jun 30, 26	+2.58M	1.38%
MARS JEWETT FINANCIAL GROUP, INC.	3.26M	Jun 30, 26	+141.69K	1.37%
Modera Wealth Management, LLC	3.14M	Jun 30, 26	-85.17K	1.32%
SYM FINANCIAL Corp	3.04M	Jun 30, 26	+2.91M	1.28%
Beacon Pointe Advisors, LLC	2.94M	Jun 30, 26	+138.45K	1.24%
Kooman & Associates	2.86M	Jun 30, 26	-6.46K	1.20%
Spinnaker Investment Group, LLC	2.65M	Jun 30, 26	+345.55K	1.11%
Blankinship & Foster, LLC	2.58M	Jun 30, 26	-40.22K	1.09%
AE Wealth Management LLC	2.40M	Jun 30, 26	+66.62K	1.01%
Apella Capital, LLC	2.13M	Jun 30, 26	-23.23K	0.90%
Savant Capital, LLC	2.11M	Jun 30, 26	+199.27K	0.89%
Arista Wealth Management, LLC	2.10M	Jun 30, 26	+35.98K	0.89%
MASECO LLP	2.04M	Jun 30, 26	+205.17K	0.86%
Elser Financial Planning, Inc	1.99M	Jun 30, 26	+8.33K	0.84%
WPWealth LLP	1.83M	Jun 30, 26	-35.24K	0.77%
55 North Private Wealth, LLC	1.80M	Jun 30, 26	+116.74K	0.76%
Buckingham Strategic Partners	1.78M	Jun 30, 26	-48.83K	0.75%
Pioneer Wealth Management Group	1.72M	Jun 30, 26	+91.68K	0.72%
Krilogy Financial LLC	1.66M	Jun 30, 26	-124.98K	0.70%
Pandowealth. LLC	1.50M	Jun 30, 26	+19.55K	0.63%
Cetera Investment Advisers	1.38M	Jun 30, 26	+120.10K	0.58%
HILL ISLAND FINANCIAL LLC	1.27M	Jun 30, 26	+9.65K	0.53%
COMMONWEALTH EQUITY SERVICES, LLC	1.25M	Jun 30, 26	+46.67K	0.53%
HB Wealth Management, LLC	1.25M	Jun 30, 26	-28.64K	0.53%
Amicus Financial Advisors, LLC	1.18M	Jun 30, 26	-95.49K	0.49%
BCM ADVISORS, LLC	1.16M	Jun 30, 26	-39.44K	0.49%
Mariner, LLC	1.14M	Jun 30, 26	-38.87K	0.48%
Meridian Wealth Partners, LLC	1.13M	Jun 30, 26	+19.56K	0.48%
Sterling Wealth Advisors Inc	1.13M	Jun 30, 26	+37.09K	0.48%
LPL Financial LLC	1.13M	Jun 30, 26	+75.82K	0.47%
Austin Wealth Management, LLC	1.13M	Jun 30, 26	+15.95K	0.47%
CURIO WEALTH, LLC	1.11M	Jun 30, 26	+57.19K	0.47%
DIVERSIFY WEALTH MANAGEMENT, LLC	1.10M	Jun 30, 26	-7.51K	0.46%
Diversify Advisory Services, LLC	1.10M	Jun 30, 26	+1.10M	0.46%
Essential Planning, LLC.	1.08M	Jun 30, 26	-54.89K	0.45%
Keating Financial Advisory Services, Inc.	1.07M	Jun 30, 26	+139.92K	0.45%
Note Advisors, LLC	1.06M	Jun 30, 26	+123.30K	0.45%
BRIGHTON JONES LLC	1.02M	Jun 30, 26	+19.86K	0.43%
AlphaStar Capital Management, LLC	999.11K	Jun 30, 26	+121.38K	0.42%
Alpha Financial Advisors, LLC	990.17K	Jun 30, 26	+38.09K	0.42%
VeraBank, N.A.	970.68K	Jun 30, 26	+90.07K	0.41%
Valued Wealth Advisors LLC	959.94K	Jun 30, 26	-1.36K	0.40%
TCP Asset Management, LLC	958.29K	Jun 30, 26	+8.43K	0.40%
CVA Family Office, LLC	948.47K	Jun 30, 26	+116.69K	0.40%
AdvisorNet Financial, Inc	933.91K	Jun 30, 26	-125.75K	0.39%
Advisory Alpha, LLC	913.27K	Jun 30, 26	+63.98K	0.38%
MONETA GROUP INVESTMENT ADVISORS LLC	900.20K	Jun 30, 26	+3.14K	0.38%
CI Private Wealth, LLC	897.08K	Jun 30, 26	-13.80K	0.38%
EP Wealth Advisors, LLC	889.60K	Jun 30, 26	-15.05K	0.37%
SC&H Financial Advisors, Inc.	883.58K	Jun 30, 26	+10.32K	0.37%
Plancorp, LLC	868.09K	Jun 30, 26	+74.69K	0.37%
Fonville Wealth Management LLC	840.00K	Jun 30, 26	-7.42K	0.35%
ACT Advisors, LLC.	815.51K	Jun 30, 26	+102.46K	0.34%
Live Oak Private Wealth LLC	803.15K	Jun 30, 26	+400.85K	0.34%
Highland Financial Advisors, LLC	794.48K	Jun 30, 26	-15.77K	0.33%
Two West Capital Advisors LLC	790.44K	Jun 30, 26	-1.47K	0.33%
Timonier Family Office, LTD.	790.44K	Jun 30, 26	+790.44K	0.33%
Baird Financial Group, Inc.	747.81K	Jun 30, 26	+103.99K	0.31%
ENVESTNET ASSET MANAGEMENT INC	738.17K	Jun 30, 26	+107.54K	0.31%
Physician Wealth Solutions Inc.	735.42K	Jun 30, 26	+21.66K	0.31%
Yardley Wealth Management LLC	731.55K	Jun 30, 26	+19.11K	0.31%
Wealthspire Advisors, LLC	727.59K	Jun 30, 26	-86.71K	0.31%
LIBERTY WEALTH MANAGEMENT LLC	719.16K	Jun 30, 26	--	0.30%
Bay Harbor Wealth Management, LLC	710.37K	Jun 30, 26	+2.30K	0.30%
Private Wealth Management Group, LLC	708.54K	Jun 30, 26	+36.04K	0.30%
Creative Planning	705.30K	Jun 30, 26	-3.78K	0.30%
Pathstone Holdings, LLC	702.12K	Jun 30, 26	+21.92K	0.30%
Zhang Financial LLC	688.30K	Jun 30, 26	-20.53K	0.29%
Allegiance Financial Group Advisory Services LLC	673.46K	Jun 30, 26	+54.01K	0.28%
UBS Group AG	648.32K	Jun 30, 26	+15.25K	0.27%
MERCER GLOBAL ADVISORS INC /ADV	646.49K	Jun 30, 26	+90.87K	0.27%
Kure Advisory, LLC	630.48K	Jun 30, 26	+42.47K	0.27%
ADVISOR GROUP HOLDINGS, INC.	629.30K	Jun 30, 26	+29.73K	0.26%
Keystone Financial Group, Inc.	620.94K	Jun 30, 26	+14.61K	0.26%
Spectrum Investment Advisors, Inc.	620.03K	Jun 30, 26	-26.39K	0.26%
M Wealth Management, LLC	596.04K	Jun 30, 26	-21.63K	0.25%
BANK OF AMERICA CORP /DE/	584.24K	Jun 30, 26	+16.14K	0.25%
Heritage Investment Group, Inc.	579.82K	Jun 30, 26	+6.03K	0.24%
Shira Ridge Wealth Management	568.89K	Jun 30, 26	+4.57K	0.24%
AWM CAPITAL, LLC	567.02K	Jun 30, 26	-19.41K	0.24%
STIFEL FINANCIAL CORP	554.98K	Jun 30, 26	-7.63K	0.23%
Morling Financial Advisors, LLC	540.58K	Jun 30, 26	+1.70K	0.23%
Betterment LLC	536.30K	Jun 30, 26	-21.98K	0.23%
SAX WEALTH ADVISORS, LLC	530.83K	Jun 30, 26	+109.31K	0.22%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	528.38K	Jun 30, 26	+5.15K	0.22%
Envision Financial Planning, LLC	524.56K	Jun 30, 26	+607	0.22%
MISSION WEALTH MANAGEMENT, LP	522.02K	Jun 30, 26	+52.02K	0.22%
SRS Capital Advisors, Inc.	517.73K	Jun 30, 26	+201.37K	0.22%
ENTREWEALTH, LLC	511.38K	Jun 30, 26	+24.24K	0.22%
JFS WEALTH ADVISORS, LLC	498.32K	Jun 30, 26	+12.28K	0.21%
Quantum Financial Advisors, LLC	494.93K	Jun 30, 26	+6.63K	0.21%
ROYAL BANK OF CANADA	491.65K	Jun 30, 26	+195.72K	0.21%
Tassel Capital Management, Inc.	466.87K	Jun 30, 26	+73.92K	0.20%
JPMORGAN CHASE & CO	445.35K	Jun 30, 26	+14.70K	0.19%
CLARIS ADVISORS, LLC / MO /	421.04K	Jun 30, 26	-11.94K	0.18%
Cambridge Investment Research Advisors, Inc.	419.02K	Jun 30, 26	+6.57K	0.18%
Perigon Wealth Management, LLC	413.68K	Jun 30, 26	+4.24K	0.17%
Stadion Money Management, LLC	411.78K	Jun 30, 26	-40.08K	0.17%
Tortoise Investment Management, LLC	404.35K	Jun 30, 26	+3.23K	0.17%
PARK AVENUE SECURITIES LLC	404.13K	Jun 30, 26	+96.78K	0.17%
Jacobi Capital Management LLC	402.44K	Jun 30, 26	+18.35K	0.17%
Physician Wealth Advisors, Inc.	379.44K	Jun 30, 26	-2.42K	0.16%
MARYLAND CAPITAL ADVISORS INC.	378.63K	Jun 30, 26	+378.63K	0.16%
Sollinda Capital Management LLC	377.17K	Jun 30, 26	+41.87K	0.16%
RAYMOND JAMES FINANCIAL INC	359.51K	Jun 30, 26	+74.76K	0.15%
Prudent Man Investment Management, Inc.	340.88K	Jun 30, 26	-24.50K	0.14%
Security Financial Services, INC.	332.96K	Jun 30, 26	-2.28K	0.14%
Weinberger Asset Management, Inc	321.26K	Jun 30, 26	+36.50K	0.14%
Ledgewood Wealth Advisors, LLC	318.17K	Jun 30, 26	-7.44K	0.13%
Navigoe, LLC	316.25K	Jun 30, 26	+14.68K	0.13%
North Capital, Inc.	314.38K	Jun 30, 26	+9.96K	0.13%
Clarity Capital Advisors, LLC	312.27K	Jun 30, 26	-30.96K	0.13%
LEGACY FINANCIAL GROUP, INC.	310.60K	Jun 30, 26	-18.89K	0.13%
Great Point Wealth Advisors, LLC	306.26K	Jun 30, 26	-1.90K	0.13%
HUTCHINSON CAPITAL MANAGEMENT/CA	301.93K	Jun 30, 26	+5.25K	0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	301.43K	Jun 30, 26	+71.14K	0.13%
ASSETMARK, INC	298.92K	Jun 30, 26	+12.30K	0.13%
Farther Finance Advisors, LLC	297.45K	Jun 30, 26	-15.53K	0.13%
JACKSON THORNTON ASSET MANAGEMENT, LLC	295.14K	Jun 30, 26	-3.87K	0.12%
Integrated Wealth Concepts LLC	276.26K	Jun 30, 26	+6.51K	0.12%
Platform Wealth Management, LLC	270.77K	Jun 30, 26	+270.77K	0.11%
AQR CAPITAL MANAGEMENT LLC	269.13K	Jun 30, 26	+13.54K	0.11%
Centennial Bank/AR/	269.08K	Jun 30, 26	+1.13K	0.11%
MML INVESTORS SERVICES, LLC	259.94K	Jun 30, 26	+17.56K	0.11%
Larry Mathis Financial Planning, LLC	255.41K	Jun 30, 26	+71.06K	0.11%
Canopy Partners, LLC	252.30K	Jun 30, 26	-1.90K	0.11%
FIRETHORN WEALTH PARTNERS, LLC	251.92K	Jun 30, 26	+17.77K	0.11%
Lauer Wealth, LLC	251.67K	Jun 30, 26	+12.82K	0.11%
First Financial Group Corp	251.18K	Jun 30, 26	-551	0.11%
Johnson Wealth Management, LLC	247.94K	Jun 30, 26	-3.44K	0.10%
CHERRYDALE WEALTH MANAGEMENT, LLC	247.70K	Jun 30, 26	-278	0.10%
IFP Advisors, Inc	246.03K	Jun 30, 26	+29.39K	0.10%
Sowell Financial Services LLC	232.96K	Jun 30, 26	+5.33K	0.10%
FORVIS Wealth Advisors, LLC	232.19K	Jun 30, 26	-16.10K	0.10%
Prodigy Asset Management LLC	228.67K	Jun 30, 26	+3.87K	0.10%
HTG Investment Advisors, Inc.	228.53K	Jun 30, 26	+962	0.10%
VSM Wealth Advisory, LLC	226.11K	Jun 30, 26	+3.98K	0.10%
Oak Wealth Advisors LLC	223.13K	Jun 30, 26	-1.97K	0.09%
FMB WEALTH MANAGEMENT	216.76K	Jun 30, 26	-677	0.09%
Glass Jacobson Investment Advisors llc	213.84K	Jun 30, 26	-7.84K	0.09%
Parkwoods Wealth Partners, LLC	212.13K	Jun 30, 26	-13.20K	0.09%
Pacific Asset Management, LLC	211.75K	Jun 30, 26	+7.92K	0.09%
Invst, LLC	202.65K	Jun 30, 26	+21.41K	0.09%
FinDec Wealth Services, Inc.	202.39K	Jun 30, 26	-12.27K	0.09%
Syverson Strege & Co	201.66K	Jun 30, 26	-15.12K	0.08%
Vise Technologies, Inc.	201.63K	Jun 30, 26	+65.62K	0.08%
Chicago Partners Investment Group LLC	201.28K	Jun 30, 26	-2.18K	0.08%
KESTRA PRIVATE WEALTH SERVICES, LLC	200.27K	Jun 30, 26	+188.84K	0.08%
Root Financial Partners, LLC	194.76K	Jun 30, 26	-25.00K	0.08%
SEMITAM BONAM LLC	193.91K	Jun 30, 26	+6.96K	0.08%
American Capital Advisory, LLC	188.18K	Jun 30, 26	-216	0.08%
International Private Wealth Advisors LLC	187.10K	Jun 30, 26	+1.12K	0.08%
Vigil Wealth Management, LLC	185.77K	Jun 30, 26	+1.87K	0.08%
KENNEDY INVESTMENT GROUP	182.55K	Jun 30, 26	+12.03K	0.08%
Capital Investment Advisory Services, LLC	178.63K	Jun 30, 26	+22.50K	0.08%
Abel Hall, LLC	175.07K	Jun 30, 26	-5.70K	0.07%
Lido Advisors, LLC	174.15K	Jun 30, 26	-184.34K	0.07%
FORTERIS WEALTH MANAGEMENT INC.	172.68K	Jun 30, 26	+9.63K	0.07%
My Personal CFO, LLC	171.83K	Jun 30, 26	+4.83K	0.07%
Pensionmark Financial Group, LLC	170.13K	Jun 30, 26	--	0.07%
Helen Stephens Group, LLC	162.55K	Jun 30, 26	-494	0.07%
Diversified Portfolios, Inc.	162.07K	Jun 30, 26	-871	0.07%
Mattern Wealth Management LLC	161.28K	Jun 30, 26	+10.00K	0.07%
3 FACTOR INDEXING, LLC	160.46K	Jun 30, 26	-7.91K	0.07%
SUMMIT WEALTH GROUP LLC / CO	152.41K	Jun 30, 26	-8.04K	0.06%
Morton Capital Management LLC/CA	150.19K	Jun 30, 26	+941	0.06%
Chico Wealth RIA	149.60K	Jun 30, 26	--	0.06%
Cerity Partners LLC	148.60K	Jun 30, 26	-39.57K	0.06%
GEM Asset Management, LLC	147.99K	Jun 30, 26	-479	0.06%
Quad-Cities Investment Group, LLC	145.52K	Jun 30, 26	+7.60K	0.06%
Hardy Reed LLC	140.65K	Jun 30, 26	-151	0.06%
Kestra Advisory Services, LLC	140.34K	Jun 30, 26	-9.34K	0.06%
KEB ASSET MANAGEMENT, LLC	139.07K	Jun 30, 26	+3.22K	0.06%
Aegis Wealth Management LLC	138.40K	Jun 30, 26	-4.48K	0.06%
CROBAN	137.82K	Jun 30, 26	+530	0.06%
Wealth Advisors Northwest LLC	137.60K	Jun 30, 26	-11.15K	0.06%
JDH Wealth Management, LLC	137.57K	Jun 30, 26	-7.95K	0.06%
Concurrent Investment Advisors, LLC	130.87K	Jun 30, 26	+12.30K	0.06%
Ancora Advisors, LLC	130.34K	Jun 30, 26	+11.73K	0.05%
D.A. DAVIDSON & CO.	128.81K	Jun 30, 26	-2.14K	0.05%
Level Wealth Management LLC	128.69K	Jun 30, 26	-908	0.05%
Rockefeller Capital Management L.P.	124.92K	Jun 30, 26	+8.82K	0.05%
APS Management Group, Inc.	124.66K	Jun 30, 26	+1.69K	0.05%
TRUIST FINANCIAL CORP	124.00K	Jun 30, 26	+7.77K	0.05%
Rather & Kittrell, Inc.	123.10K	Jun 30, 26	-1.33K	0.05%
Dodds Wealth, LLC	122.83K	Jun 30, 26	-6.66K	0.05%
Revolve Wealth Partners, LLC	122.78K	Jun 30, 26	+122.78K	0.05%
Signature Resources Capital Management, LLC	122.32K	Jun 30, 26	-911	0.05%
Cypress Point Wealth Management, LLC	121.82K	Jun 30, 26	-565	0.05%
Stratos Wealth Partners, LTD.	120.93K	Jun 30, 26	+21.49K	0.05%
Waterfront Wealth Inc.	120.66K	Jun 30, 26	-447	0.05%
RFG Advisory, LLC	118.75K	Jun 30, 26	-2.08K	0.05%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	118.65K	Jun 30, 26	+5.98K	0.05%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	117.79K	Jun 30, 26	-2.20K	0.05%
Exeter Financial, LLC	117.21K	Jun 30, 26	+16.47K	0.05%
Sanchez Levi Garrett	115.99K	Jun 30, 26	+18	0.05%
Accurate Wealth Management, LLC	112.84K	Jun 30, 26	+92.38K	0.05%
TCI Wealth Advisors, Inc.	111.98K	Jun 30, 26	+9.80K	0.05%
ROBINSON SMITH WEALTH ADVISORS LLC	110.73K	Jun 30, 26	+4.40K	0.05%
CSP Financial Group, LLC	106.55K	Jun 30, 26	-2.25K	0.04%
TABLEAUX LLC	102.62K	Jun 30, 26	-2.89K	0.04%
Waverly Advisors, LLC	102.08K	Jun 30, 26	-7.62K	0.04%
Noble Wealth Partners LLC	98.58K	Jun 30, 26	+98.58K	0.04%
FIDUCIARY FINANCIAL GROUP, LLC	96.36K	Jun 30, 26	-3.01K	0.04%
MAGNOLIA CAPITAL ADVISORS LLC	96.06K	Jun 30, 26	+4.92K	0.04%
ZRC WEALTH MANAGEMENT, LLC	95.98K	Jun 30, 26	-653	0.04%
Twin Cities Retirement Group LLC	94.99K	Jun 30, 26	-3.96K	0.04%
BluePrint Investing LLC	93.48K	Jun 30, 26	--	0.04%
J HAGAN CAPITAL, INC.	93.28K	Jun 30, 26	+1.00K	0.04%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	92.52K	Jun 30, 26	+8.12K	0.04%
180 WEALTH ADVISORS, LLC	92.47K	Jun 30, 26	+2.21K	0.04%
ARK & TLK INVESTMENTS, LLC	88.46K	Jun 30, 26	-61	0.04%
Private Advisor Group, LLC	87.66K	Jun 30, 26	-96.74K	0.04%
Retirement Solution Inc.	87.48K	Jun 30, 26	-5.84K	0.04%
SEAMOUNT FINANCIAL GROUP INC	86.79K	Jun 30, 26	+982	0.04%
COWA, LLC	86.56K	Jun 30, 26	+436	0.04%
Savvy Advisors, Inc.	85.69K	Jun 30, 26	+3.49K	0.04%
Strategic Investment Solutions, Inc. /IL	84.01K	Jun 30, 26	-2.16K	0.04%
G2 CAPITAL MANAGEMENT, LLC / OH	83.77K	Jun 30, 26	+10.57K	0.04%
QUARRY HILL ADVISORS, LLC	82.39K	Jun 30, 26	-374	0.03%
Strategic Wealth Advisors LLC	82.32K	Jun 30, 26	-3.03K	0.03%
Tandem Financial, LLC	80.00K	Jun 30, 26	-4.87K	0.03%
Arkadios Wealth Advisors	79.53K	Jun 30, 26	+26.02K	0.03%
Burton Enright Welch	79.50K	Jun 30, 26	-6.66K	0.03%
Sageworth Trust Co of South Dakota	78.87K	Jun 30, 26	-804	0.03%
HFG Wealth Management, LLC	78.40K	Jun 30, 26	-48.76K	0.03%
Vantage Point Financial LLC	78.38K	Jun 30, 26	-1.30K	0.03%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	78.08K	Jun 30, 26	--	0.03%
HMV Wealth Advisors, LLC	77.61K	Jun 30, 26	+1.71K	0.03%
Fundamentum, LLC	77.28K	Jun 30, 26	+95	0.03%
Washington Trust Advisors, Inc.	76.97K	Jun 30, 26	+11.97K	0.03%
Milestone Asset Management Group, LLC	76.28K	Jun 30, 26	+6.48K	0.03%
V2 Financial group LLC	75.21K	Jun 30, 26	+43.84K	0.03%
AssuredPartners Investment Advisors, LLC	74.87K	Jun 30, 26	+5.51K	0.03%
Apollon Wealth Management, LLC	73.68K	Jun 30, 26	-3.32K	0.03%
Investmark Advisory Group LLC	72.95K	Jun 30, 26	+1.59K	0.03%
Versant Capital Management, Inc	72.25K	Jun 30, 26	+2.25K	0.03%
SwitchPoint Financial Planning, LLC	72.10K	Jun 30, 26	--	0.03%
AXXCESS WEALTH MANAGEMENT, LLC	71.88K	Jun 30, 26	+71.88K	0.03%
FreeGulliver LLC	71.84K	Jun 30, 26	+6.37K	0.03%
HighTower Advisors, LLC	70.80K	Jun 30, 26	+15.51K	0.03%
MELFA WEALTH MANAGEMENT, LLC	69.46K	Jun 30, 26	-995	0.03%
Financial Alternatives, Inc	68.64K	Jun 30, 26	-82	0.03%
Altiora Financial Group, LLC	68.36K	Jun 30, 26	+143	0.03%
NewEdge Advisors, LLC	67.66K	Jun 30, 26	+2.94K	0.03%
Capstone Financial Advisors, Inc.	67.31K	Jun 30, 26	+8.37K	0.03%
CATALYST PRIVATE WEALTH, LLC	67.07K	Jun 30, 26	-3.24K	0.03%
SpringVest Wealth Management LLC	66.87K	Jun 30, 26	+2.52K	0.03%
Donalies Financial Planning, LLC	66.29K	Jun 30, 26	+14	0.03%
Concord Wealth Partners	65.37K	Jun 30, 26	+6.34K	0.03%
Meritas Wealth Management, LLC	62.10K	Jun 30, 26	--	0.03%
Kane Co Wealth Management, Inc.	62.02K	Jun 30, 26	+576	0.03%
IHT Wealth Management, LLC	61.94K	Jun 30, 26	+8.21K	0.03%
Nuveen, LLC	60.59K	Jun 30, 26	+60.59K	0.03%
Legacy Capital Wealth Partners, LLC	60.00K	Jun 30, 26	-5.95K	0.03%
ERn Financial, LLC	59.97K	Jun 30, 26	-1.04K	0.03%
Ballast Rock Private Wealth LLC	59.87K	Jun 30, 26	-916	0.03%
Smartleaf Asset Management LLC	58.24K	Jun 30, 26	--	0.02%
RAFFA WEALTH MANAGEMENT, LLC	58.12K	Jun 30, 26	+355	0.02%
FIRST CITIZENS BANK & TRUST CO	56.51K	Jun 30, 26	-2.35K	0.02%
IEQ CAPITAL, LLC	55.50K	Jun 30, 26	+79	0.02%
CHOREO, LLC	55.09K	Jun 30, 26	+89	0.02%
Werba Rubin Papier Wealth Management	54.60K	Jun 30, 26	+10.12K	0.02%
Herold Advisors, Inc.	54.27K	Jun 30, 26	+1.09K	0.02%
ELEVATE WEALTH ADVISORY, INC	52.42K	Jun 30, 26	+195	0.02%
Rehmann Capital Advisory Group	51.95K	Jun 30, 26	+434	0.02%
Pinnacle Financial Group, LLC / IL	51.88K	Jun 30, 26	-697	0.02%
CAHILL FINANCIAL ADVISORS INC	51.07K	Jun 30, 26	--	0.02%
RCS Financial Planning, LLC	50.50K	Jun 30, 26	-182	0.02%
CAPITAL PERFORMANCE ADVISORS LLP	50.04K	Jun 30, 26	-1.43K	0.02%
LRI Investments, LLC	50.01K	Jun 30, 26	-457	0.02%
CAPTRUST FINANCIAL ADVISORS	49.84K	Jun 30, 26	+4.91K	0.02%
COGENT STRATEGIC WEALTH LLC	49.59K	Jun 30, 26	-225	0.02%
Verisail Partners, LLC	49.02K	Jun 30, 26	+487	0.02%
GWN SECURITIES INC.	48.83K	Jun 30, 26	-854	0.02%
Capstone Wealth Management, LLC	48.38K	Jun 30, 26	--	0.02%
Greenspring Advisors, LLC	47.38K	Jun 30, 26	+106	0.02%
MB Generational Wealth, LLC	46.54K	Jun 30, 26	+1.56K	0.02%
Parkshore Wealth Management, Inc.	44.21K	Jun 30, 26	-343	0.02%
Woodside Wealth Management LLC	43.89K	Jun 30, 26	+4.14K	0.02%
MORGAN STANLEY	42.67K	Jun 30, 26	-4.50K	0.02%
XY Planning Network, Inc.	41.64K	Jun 30, 26	+12.69K	0.02%
Forum Financial Management, LP	41.35K	Jun 30, 26	-27	0.02%
Hiley Hunt Wealth Management	40.83K	Jun 30, 26	-255	0.02%
Tanglewood Legacy Advisors, LLC	40.52K	Jun 30, 26	--	0.02%
American Investment Services, Inc.	40.41K	Jun 30, 26	-37	0.02%
FIDUCIARY FINANCIAL ADVISORS	40.31K	Jun 30, 26	+40.31K	0.02%
Lionshead Wealth Management, LLC	40.23K	Jun 30, 26	+930	0.02%
VESTIA PERSONAL WEALTH ADVISORS	39.75K	Jun 30, 26	+206	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	39.30K	Jun 30, 26	-8.88K	0.02%
Keel Point, LLC	39.19K	Jun 30, 26	+1.74K	0.02%
Rockbridge Investment Management, LCC	38.44K	Jun 30, 26	-974	0.02%
Forum Private Client Group LLC	38.27K	Jun 30, 26	+2.45K	0.02%
CARDIFF PARK ADVISORS, LLC	37.93K	Jun 30, 26	+34	0.02%
Marshall Financial Group LLC	36.96K	Jun 30, 26	-239	0.02%
Everest Financial Group LLC	36.14K	Jun 30, 26	+26	0.02%
CGN Advisors LLC	36.06K	Jun 30, 26	-19.90K	0.02%
SJS Investment Consulting Inc.	35.75K	Jun 30, 26	+34.12K	0.02%
Gutierrez Wealth Advisory, LLC	35.73K	Jun 30, 26	-47	0.02%
Forthright Family Wealth Advisory LLC	34.82K	Jun 30, 26	-12.53K	0.01%
Berger Financial Group, Inc	34.71K	Jun 30, 26	-11.57K	0.01%
Olistico Wealth, LLC	34.68K	Jun 30, 26	-143	0.01%
Shore Point Advisors, LLC	34.34K	Jun 30, 26	-125	0.01%
CLUNE & ASSOCIATES, LTD.	33.91K	Jun 30, 26	-20.51K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	33.83K	Jun 30, 26	+33.83K	0.01%
Beckerman Institutional, LLC	33.54K	Jun 30, 26	+112	0.01%
Seneschal Advisors, LLC	33.34K	Jun 30, 26	+4.95K	0.01%
M Holdings Securities, Inc.	33.33K	Jun 30, 26	-188.50K	0.01%
Financial Symmetry Inc	33.06K	Jun 30, 26	-1.47K	0.01%
Rialto Wealth Management, LLC	32.81K	Jun 30, 26	-86	0.01%
Selective Wealth Management, Inc.	32.44K	Jun 30, 26	-7.98K	0.01%
Kaufman Rossin Wealth, LLC	31.94K	Jun 30, 26	-94	0.01%
Financial Plan, Inc.	31.77K	Jun 30, 26	-251	0.01%
LANGLEY WEALTH MANAGEMENT, LLC	31.71K	Jun 30, 26	+31.71K	0.01%
RETIREMENT GUYS FORMULA LLC	31.27K	Jun 30, 26	-1.07K	0.01%
Wescott Financial Advisory Group, LLC	30.96K	Jun 30, 26	-936	0.01%
Lauterbach Financial Advisors, LLC	30.59K	Jun 30, 26	-1.68K	0.01%
Innovative Asset Advisors Group, LLC	30.22K	Jun 30, 26	-647	0.01%
Merit Financial Group, LLC	28.96K	Jun 30, 26	+6.30K	0.01%
Kovack Advisors, Inc.	28.67K	Jun 30, 26	+3.34K	0.01%
Squire Investment Management Company, LLC	28.45K	Jun 30, 26	-3.35K	0.01%
Lexington Hill Partners, LLC	28.42K	Jun 30, 26	+67	0.01%
Oceanside Advisors LLC	28.33K	Jun 30, 26	+153	0.01%
Inscription Capital, LLC	28.32K	Jun 30, 26	--	0.01%
Sincerus Advisory, LLC	28.15K	Jun 30, 26	-1.53K	0.01%
Pure Financial Advisors, LLC	27.75K	Jun 30, 26	-101	0.01%
Wealthfront Advisers LLC	27.04K	Jun 30, 26	-2.02K	0.01%
US BANCORP \DE\	27.03K	Jun 30, 26	-617	0.01%
RENAISSANCE TECHNOLOGIES LLC	27.00K	Jun 30, 26	+27.00K	0.01%
CFS Investment Advisory Services, LLC	26.89K	Jun 30, 26	-14	0.01%
Texas Capital Bank Wealth Management Services Inc	26.62K	Jun 30, 26	-4.88K	0.01%
MORRIS FINANCIAL CONCEPTS, INC.	26.58K	Jun 30, 26	-167	0.01%
Peirce Capital Management, LLC	26.05K	Jun 30, 26	--	0.01%
Prospera Financial Services Inc	25.67K	Jun 30, 26	-150	0.01%
BANK OF MONTREAL /CAN/	25.63K	Jun 30, 26	+15.66K	0.01%
Vertex Planning Partners, LLC	25.32K	Jun 30, 26	+89	0.01%
Evanson Financial, LLC	25.20K	Jun 30, 26	+25.20K	0.01%
Balance Wealth, LLC	25.04K	Jun 30, 26	-10.42K	0.01%
Financial Engines Advisors L.L.C.	24.84K	Jun 30, 26	-1.86K	0.01%
Cloud Capital Management, LLC	24.04K	Jun 30, 26	+56	0.01%
USAdvisors Wealth Management, LLC	23.91K	Jun 30, 26	-1.92K	0.01%
Intrepid Financial Planning Group LLC	23.83K	Jun 30, 26	-984	0.01%
Powerhouse Assets LLC	23.65K	Jun 30, 26	-98	0.01%
Huntleigh Advisors, Inc.	23.49K	Jun 30, 26	+12	0.01%
NORTHWEST WEALTH MANAGEMENT, LLC	23.10K	Jun 30, 26	-426	0.01%
Csenge Advisory Group	22.52K	Jun 30, 26	+948	0.01%
Trailhead Planners LLC	22.50K	Jun 30, 26	-622	0.01%
Acorn Wealth Advisors, LLC	22.31K	Jun 30, 26	-321	0.01%
Global Retirement Partners, LLC	22.28K	Jun 30, 26	+22.28K	0.01%
FMR LLC	21.93K	Jun 30, 26	+194	0.01%
Patriot Financial Group Insurance Agency, LLC	21.84K	Jun 30, 26	-21.67K	0.01%
Apollon Financial, LLC	21.83K	Jun 30, 26	--	0.01%
Warburton Capital Management, LLC	21.82K	Jun 30, 26	+914	0.01%
MAYPORT, LLC	21.67K	Jun 30, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	21.17K	Jun 30, 26	-3.50K	0.01%
Ares Financial Consulting, LLC	21.12K	Jun 30, 26	-8.85K	0.01%
CULLEN/FROST BANKERS, INC.	20.99K	Jun 30, 26	--	0.01%
Auxano Advisors, LLC	20.93K	Jun 30, 26	-2.15K	0.01%
Investment Advisory Group, LLC	20.50K	Jun 30, 26	-1.31K	0.01%
GOULD ASSET MANAGEMENT LLC /CA/	20.46K	Jun 30, 26	-690	0.01%
BAKER TILLY WEALTH MANAGEMENT, LLC	19.98K	Jun 30, 26	+3.80K	0.01%
Cascade Wealth Advisors, Inc	19.94K	Jun 30, 26	--	0.01%
MATHER GROUP, LLC.	19.41K	Jun 30, 26	+6.97K	0.01%
FIRST NATIONAL BANK SIOUX FALLS	19.41K	Jun 30, 26	--	0.01%
Stewardship Advisors, LLC	19.18K	Jun 30, 26	+202	0.01%
Envestnet Portfolio Solutions, Inc.	19.06K	Jun 30, 26	+6.00K	0.01%
BlackRock, Inc.	19.03K	Jun 30, 26	+13.88K	0.01%
Allodium Investment Consultants, LLC	18.51K	Jun 30, 26	-395	0.01%
MOSAIC FAMILY WEALTH PARTNERS, LLC	18.50K	Jun 30, 26	+281	0.01%
Longview Financial Advisors LLC	18.46K	Jun 30, 26	-114	0.01%
Optimus Capital Advisors, LLC	18.32K	Jun 30, 26	+582	0.01%
C M BIDWELL & ASSOCIATES LTD	17.77K	Jun 30, 26	-29	0.01%
SageOak Financial, LLC	17.74K	Jun 30, 26	-1.34K	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	17.63K	Jun 30, 26	+8.59K	0.01%
XTX Topco Ltd	17.41K	Jun 30, 26	+17.41K	0.01%
MGO ONE SEVEN LLC	17.37K	Jun 30, 26	-1.44K	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	17.36K	Jun 30, 26	--	0.01%
ELCO Management Co., LLC	17.01K	Jun 30, 26	--	0.01%
Colony Family Offices, LLC	16.93K	Jun 30, 26	--	0.01%
Mason & Associates, LLC	16.91K	Jun 30, 26	--	0.01%
FLOW TRADERS U.S. LLC	16.71K	Jun 30, 26	+16.71K	0.01%
City State Bank	16.66K	Jun 30, 26	+1.83K	0.01%
TITLEIST ASSET MANAGEMENT, LLC	16.56K	Jun 30, 26	+7.51K	0.01%
DAVENPORT & Co LLC	16.32K	Jun 30, 26	-4.00K	0.01%
OPTIMA CAPITAL LLC	16.27K	Jun 30, 26	+20	0.01%
BARRETT & COMPANY, INC.	16.25K	Jun 30, 26	-349	0.01%
Wheels Up Wealth, Inc.	15.77K	Jun 30, 26	--	0.01%
Foundations Investment Advisors, LLC	15.73K	Jun 30, 26	-24.39K	0.01%
Advisory Services Network, LLC	15.29K	Jun 30, 26	+1.01K	0.01%
Medallion Wealth Advisors, LLC	15.23K	Jun 30, 26	-375	0.01%
Yoder Wealth Management, Inc.	15.15K	Jun 30, 26	-4.02K	0.01%
Smith, Salley & Associates	14.73K	Jun 30, 26	+14.73K	0.01%
HARBOUR INVESTMENTS, INC.	14.57K	Jun 30, 26	+4	0.01%
JANE STREET GROUP, LLC	14.41K	Jun 30, 26	-5.79K	0.01%
BROWN ADVISORY INC	14.36K	Jun 30, 26	+4.23K	0.01%
DEMMING FINANCIAL SERVICES CORP /ADV	14.27K	Jun 30, 26	+59	0.01%
DecisionPoint Financial, LLC	13.92K	Jun 30, 26	-26	0.01%
Rossby Financial, LCC	13.88K	Jun 30, 26	+154	0.01%
Woodward Financial Advisors, Inc.	13.61K	Jun 30, 26	+13.61K	0.01%
Cardinal Point Capital Management, ULC	13.52K	Jun 30, 26	+32	0.01%
SLT Holdings LLC	13.25K	Jun 30, 26	-23.93K	0.01%
Rockwood Wealth Management, LLC	13.13K	Jun 30, 26	--	0.01%
Triad Wealth Partners, LLC	13.11K	Jun 30, 26	-2.69K	0.01%
Bay Capital Advisors, LLC	13.05K	Jun 30, 26	+1	0.01%
Quantinno Capital Management LP	12.87K	Jun 30, 26	+253	0.01%
Axis Wealth Partners, LLC	12.86K	Jun 30, 26	+6	0.01%
Clearstead Advisors, LLC	12.84K	Jun 30, 26	+30	0.01%
Financial Harvest, LLC	12.57K	Jun 30, 26	+1	0.01%
Quadcap Wealth Management, LLC	12.55K	Jun 30, 26	-122	0.01%
Cypress Wealth Services, LLC	12.33K	Jun 30, 26	+7	0.01%
Annandale Capital, LLC	11.93K	Jun 30, 26	--	0.01%
Nalls Sherbakoff Group, LLC	11.89K	Jun 30, 26	+7.11K	0.00%
Facet Wealth, Inc.	11.88K	Jun 30, 26	+583	0.00%
Strathmore Capital Advisors, Inc.	11.78K	Jun 30, 26	-734	0.00%
Triune Financial Partners, LLC	11.62K	Jun 30, 26	--	0.00%
Thompson David Blair	11.55K	Jun 30, 26	-2.50K	0.00%
PRIVATE TRUST CO NA	11.38K	Jun 30, 26	--	0.00%
Delap Wealth Advisory, LLC	11.21K	Jun 30, 26	--	0.00%
DIXON FNANCIAL SERVICES, INC.	10.90K	Jun 30, 26	+94	0.00%
May Hill Capital, LLC	10.80K	Jun 30, 26	+25	0.00%
RHS Financial, LLC	10.70K	Jun 30, 26	+4.05K	0.00%
Freedom Financial Partners LLC	10.70K	Jun 30, 26	+19	0.00%
ATLas Financial Planning LLC	10.69K	Jun 30, 26	-500	0.00%
Compass Advisory Group LLC	10.63K	Jun 30, 26	--	0.00%
Foundry Financial LLC	10.55K	Jun 30, 26	+152	0.00%
Sigma Planning Corp	10.47K	Jun 30, 26	-84	0.00%
PATTEN & PATTEN INC/TN	10.45K	Jun 30, 26	-310	0.00%
Luminvest Wealth Management LLC	10.34K	Jun 30, 26	-406	0.00%
HBE Wealth Management, LLC	10.27K	Jun 30, 26	-160	0.00%
tru Independence LLC	10.03K	Jun 30, 26	--	0.00%
Lynch Investment Planning, LLC	9.98K	Jun 30, 26	-2.29K	0.00%
Beacon Financial Advisory LLC	9.87K	Jun 30, 26	-1.13K	0.00%
Glassman Wealth Services	9.86K	Jun 30, 26	--	0.00%
Equitable Holdings, Inc.	9.83K	Jun 30, 26	+3.74K	0.00%
Eldridge Investment Advisors, Inc.	9.79K	Jun 30, 26	+2	0.00%
Vistica Wealth Advisors, LLC	9.65K	Jun 30, 26	-383	0.00%
Tranquility Partners, LLC	9.60K	Jun 30, 26	-305	0.00%
CARY STREET PARTNERS FINANCIAL LLC	9.37K	Jun 30, 26	+775	0.00%
NORTHERN TRUST CORP	9.35K	Jun 30, 26	--	0.00%
WMG Financial Advisors, LLC	8.94K	Jun 30, 26	--	0.00%
Total Clarity Wealth Management, Inc.	8.85K	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	8.73K	Jun 30, 26	+8.73K	0.00%
BAYSHORE ASSET MANAGEMENT, LLC	8.71K	Jun 30, 26	-2.07K	0.00%
Summit Financial Wealth Advisors, LLC	8.69K	Jun 30, 26	+2.89K	0.00%
AlphaCore Capital LLC	8.68K	Jun 30, 26	+4	0.00%
Montis Financial, LLC	8.67K	Jun 30, 26	-441	0.00%
Ruedi Wealth Management, Inc.	8.64K	Jun 30, 26	-10	0.00%
Ullmann Wealth Partners Group, LLC	8.61K	Jun 30, 26	-1.10K	0.00%
Sprinkle Financial Consultants LLC	8.43K	Jun 30, 26	+20	0.00%
Russell Investments Group, Ltd.	8.39K	Jun 30, 26	+8.06K	0.00%
Oath Planning, LLC	8.35K	Jun 30, 26	-400	0.00%
Bannerstone Capital Management, LLC	8.20K	Jun 30, 26	+649	0.00%
Cornerstone Advisory, LLC	8.20K	Jun 30, 26	--	0.00%
Cornerstone Wealth Management, LLC	8.11K	Jun 30, 26	+189	0.00%
Safeguard Investment Advisory Group, LLC	8.10K	Jun 30, 26	+8.10K	0.00%
Brookstone Capital Management	8.02K	Jun 30, 26	+525	0.00%
New Dimensions Wealth Management, LLC	8.01K	Jun 30, 26	--	0.00%
ARS Wealth Advisors Group, LLC	7.85K	Jun 30, 26	+1.89K	0.00%
Midwest Trust Co	7.63K	Jun 30, 26	-171	0.00%
RIVERCHASE WEALTH MANAGEMENT, LLC	7.60K	Jun 30, 26	+16	0.00%
Silver Oak Advisory Group, Inc.	7.50K	Jun 30, 26	-100	0.00%
Porter White Investment Advisors, Inc.	7.44K	Jun 30, 26	+21	0.00%
ECLECTIC ASSOCIATES INC /ADV	7.43K	Jun 30, 26	-62	0.00%
Per Stirling Capital Management, LLC.	7.36K	Jun 30, 26	-361	0.00%
LAM GROUP, INC.	7.34K	Jun 30, 26	-215	0.00%
BAKER BOYER NATIONAL BANK	7.34K	Jun 30, 26	--	0.00%
Fisher Asset Management, LLC	7.33K	Jun 30, 26	+7.33K	0.00%
Lakeridge Wealth Management LLC	7.27K	Jun 30, 26	-8.43K	0.00%
SIMON QUICK ADVISORS, LLC	7.19K	Jun 30, 26	+7.19K	0.00%
OneAscent Financial Services LLC	7.18K	Jun 30, 26	--	0.00%
Index Fund Advisors, Inc.	6.94K	Jun 30, 26	+16	0.00%
Brindle & Bay Financial Advisors, LLC	6.80K	Jun 30, 26	+244	0.00%
GREAT VALLEY ADVISOR GROUP, INC.	6.78K	Jun 30, 26	--	0.00%
Liberty Capital Management, Inc.	6.74K	Jun 30, 26	+6.74K	0.00%
Cooper Financial Group	6.71K	Jun 30, 26	+2	0.00%
Wedmont Private Capital	6.66K	Jun 30, 26	--	0.00%
Vawter Financial, Ltd.	6.64K	Jun 30, 26	--	0.00%
Sanctuary Advisors, LLC	6.60K	Jun 30, 26	+6.60K	0.00%
Kilner Capital Advisors, LLC	6.59K	Jun 30, 26	-3.79K	0.00%
Pine Harbor Wealth Management, LLC	6.54K	Jun 30, 26	--	0.00%
Gordian Advisors LLC	6.53K	Jun 30, 26	+2	0.00%
CALTON & ASSOCIATES, INC.	6.37K	Jun 30, 26	+1.13K	0.00%
SIGNATUREFD, LLC	6.29K	Jun 30, 26	-9	0.00%
GARRISON POINT ADVISORS, LLC	6.28K	Jun 30, 26	+6.28K	0.00%
Shearwater Capital LLC	6.22K	Jun 30, 26	--	0.00%
FourThought Financial Partners, LLC	6.16K	Jun 30, 26	+66	0.00%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	6.14K	Jun 30, 26	--	0.00%
Essex Financial Services, Inc.	6.12K	Jun 30, 26	-472	0.00%
JOHNSON INVESTMENT COUNSEL INC	6.09K	Jun 30, 26	--	0.00%
Core Wealth Management, Inc.	6.05K	Jun 30, 26	--	0.00%
Friday Financial	5.99K	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	5.95K	Jun 30, 26	--	0.00%
Graves Light Lenhart Wealth, Inc.	5.93K	Jun 30, 26	--	0.00%
CreativeOne Wealth, LLC	5.92K	Jun 30, 26	-103.50K	0.00%
Ascent Group, LLC	5.87K	Jun 30, 26	--	0.00%
BUILDER INVESTMENT GROUP INC /ADV	5.85K	Jun 30, 26	-4.76K	0.00%
Janney Montgomery Scott LLC	5.85K	Jun 30, 26	-1.57K	0.00%
Peterson Wealth Advisors, LLC	5.66K	Jun 30, 26	+13	0.00%
Ausdal Financial Partners, Inc.	5.58K	Jun 30, 26	-153	0.00%
Heritage Wealth Management, Inc. /CA/	5.55K	Jun 30, 26	--	0.00%
Emprise Bank	5.55K	Jun 30, 26	-4	0.00%
BIP Wealth, LLC	5.46K	Jun 30, 26	+5.46K	0.00%
Beacon Financial Strategies CORP	5.45K	Jun 30, 26	+1.56K	0.00%
STRATEGIC ADVISORY PARTNERS, LLC	5.43K	Jun 30, 26	--	0.00%
Family Office Research LLC	5.39K	Jun 30, 26	+3	0.00%
CWS Financial Advisors, LLC	5.36K	Jun 30, 26	+451	0.00%
Miracle Mile Advisors, LLC	5.18K	Jun 30, 26	--	0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	5.16K	Jun 30, 26	--	0.00%
D. E. Shaw & Co., Inc.	5.06K	Jun 30, 26	+5.06K	0.00%
Stonebridge Financial Group, LLC/CA	5.00K	Jun 30, 26	+5.00K	0.00%
Heritage Wealth Management, Inc./Texas	4.97K	Jun 30, 26	-70	0.00%
BOS Asset Management, LLC	4.96K	Jun 30, 26	--	0.00%
Next Level Wealth Planning, LLC	4.93K	Jun 30, 26	--	0.00%
Bridgewater Advisors Inc.	4.93K	Jun 30, 26	-1.77K	0.00%
KLCM Advisors, Inc.	4.92K	Jun 30, 26	+4.92K	0.00%
CENTRAL TRUST Co	4.91K	Jun 30, 26	+4.91K	0.00%
Lodestone Wealth Management LLC	4.89K	Jun 30, 26	-291	0.00%
TD Waterhouse Canada Inc.	4.88K	Jun 30, 26	+737	0.00%
Strategent Financial, LLC	4.82K	Jun 30, 26	--	0.00%
Goelzer Investment Management, Inc.	4.77K	Jun 30, 26	+4.77K	0.00%
Texas Bank & Trust Co	4.70K	Jun 30, 26	--	0.00%
Cresset Asset Management, LLC	4.69K	Jun 30, 26	+4	0.00%
Gradient Capital Advisors, LLC	4.68K	Jun 30, 26	-347	0.00%
Opus Financial Solutions LLC	4.66K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	4.63K	Jun 30, 26	+2.40K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	4.62K	Jun 30, 26	-473	0.00%
True Wealth Design, LLC	4.60K	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	4.58K	Jun 30, 26	+1.87K	0.00%
Qube Research & Technologies Ltd	4.58K	Jun 30, 26	+2.80K	0.00%
Bryant Woods Investment Advisors, LLC	4.55K	Jun 30, 26	+4.55K	0.00%
Prosperitas Financial LLC	4.51K	Jun 30, 26	+4.51K	0.00%
Simplicity Wealth,LLC	4.47K	Jun 30, 26	+4.47K	0.00%
VCI Wealth Management LLC	4.42K	Jun 30, 26	+4.42K	0.00%
Ameritas Advisory Services, LLC	4.41K	Jun 30, 26	+4.41K	0.00%
HEFFERNAN ADVISORY, INC	4.38K	Jun 30, 26	+4.38K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.31K	Jun 30, 26	+62	0.00%
AMERIPRISE FINANCIAL INC	4.31K	Jun 30, 26	+4.31K	0.00%
Navigate Wealth Management, LLC	4.30K	Jun 30, 26	--	0.00%
REGIONS FINANCIAL CORP	4.30K	Jun 30, 26	+4.30K	0.00%
Balanced Rock Investment Advisor	4.25K	Jun 30, 26	+4.25K	0.00%
Parallel Advisors, LLC	4.22K	Jun 30, 26	--	0.00%
B.O.S.S. Retirement Advisors, LLC	4.14K	Jun 30, 26	-443	0.00%
Fiduciary Alliance LLC	3.96K	Jun 30, 26	+3.96K	0.00%
Planned Solutions, Inc.	3.91K	Jun 30, 26	+3.91K	0.00%
Family Management Corp	3.87K	Jun 30, 26	+3.87K	0.00%
Peak Retirement Planning, Inc.	3.83K	Jun 30, 26	+3.83K	0.00%
IFG Advisory, LLC	3.77K	Jun 30, 26	-23	0.00%
Topsail Wealth Management, LLC	3.66K	Jun 30, 26	+1.00K	0.00%
Salomon & Ludwin, LLC	3.02K	Jun 30, 26	--	0.00%
Oakmont Advisory Group, LLC	2.83K	Jun 30, 26	+2.83K	0.00%
Pillar Financial Advisors, LLC	2.82K	Jun 30, 26	-47	0.00%
Synergy Investment Management, LLC	2.63K	Jun 30, 26	+628	0.00%
Federation des caisses Desjardins du Quebec	2.43K	Jun 30, 26	-2.52K	0.00%
HORIZON FINANCIAL SERVICES, LLC	2.39K	Jun 30, 26	--	0.00%
Kings Path Partners LLC	2.35K	Jun 30, 26	--	0.00%
WELLS FARGO & COMPANY/MN	2.15K	Jun 30, 26	-10.05K	0.00%
JONES FINANCIAL COMPANIES LLLP	1.98K	Jun 30, 26	+1.98K	0.00%
Geneos Wealth Management Inc.	1.88K	Jun 30, 26	+1	0.00%
Evolution Advisers, Inc.	1.70K	Jun 30, 26	--	0.00%
Benson Wealth Management INC	1.59K	Jun 30, 26	--	0.00%
Asset Dedication, LLC	1.59K	Jun 30, 26	--	0.00%
Godfrey Financial Associates, Inc.	1.50K	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	1.38K	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	1.27K	Jun 30, 26	+1.27K	0.00%
Banque Transatlantique SA	1.25K	Jun 30, 26	--	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.16K	Jun 30, 26	-238	0.00%
Orion Capital Management LLC	1.14K	Jun 30, 26	+6	0.00%
VANGUARD ADVISERS INC	1.10K	Jun 30, 26	-1	0.00%
Moisand Fitzgerald Tamayo, LLC	1.07K	Jun 30, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	957	Jun 30, 26	+3	0.00%
Fort Vancouver Investment Management, LLC	922	Jun 30, 26	-902	0.00%
UMB Bank, n.a.	920	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	918	Jun 30, 26	+918	0.00%
Tradewinds Capital Management, LLC	805	Jun 30, 26	+2	0.00%
SALEM INVESTMENT COUNSELORS INC	684	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	488	Jun 30, 26	+1	0.00%
PINNEY & SCOFIELD, INC.	415	Jun 30, 26	--	0.00%
TIAA Wealth Investment Management LLC	401	Jun 30, 26	--	0.00%
Kilter Group LLC	375	Jun 30, 26	+12	0.00%
Fortitude Family Office, LLC	346	Jun 30, 26	--	0.00%
Operose Advisors LLC	308	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	248	Jun 30, 26	+248	0.00%
MPWM ADVISORY SOLUTIONS, LLC	204	Jun 30, 26	--	0.00%
Corsicana & Co.	180	Jun 30, 26	+180	0.00%
Hurley Capital, LLC	174	Jun 30, 26	--	0.00%
Quent Capital, LLC	171	Jun 30, 26	+1	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	115	Jun 30, 26	--	0.00%
Key Capital Management, INC	100	Jun 30, 26	+100	0.00%
West Financial Advisors, LLC	79	Jun 30, 26	+12	0.00%
Quest 10 Wealth Builders, Inc.	58	Jun 30, 26	--	0.00%
Burk Holdings LLC	51	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	1	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-101	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-431	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-56.32K	--
Golden State Equity Partners	--	Jun 30, 26	-9.65K	--
Wealth Preservation Advisors, LLC	--	Jun 30, 26	-4.57K	--
DOPKINS WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-5.86K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-7.36K	--
Talisman Wealth Advisors LLC	--	Jun 30, 26	-18.04K	--
CPA Asset Management LLC	--	Jun 30, 26	-6.21K	--
Discipline Wealth Solutions, LLC	--	Jun 30, 26	-6.40K	--
OAK HARBOR WEALTH PARTNERS, LLC	--	Jun 30, 26	-1.12K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-2.54M	--
BCR Wealth Strategies, LLC	--	Jun 30, 26	-82.82K	--
Broadhurst Jeffrey B	--	Jun 30, 26	-13.03K	--
L.K. Benson & Company, P.C.	--	Jun 30, 26	-6.98K	--
GRAND WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-1.05K	--
HRT FINANCIAL LP	--	Jun 30, 26	-16.47K	--
Approach Retirement Advisors, LLC	--	Jun 30, 26	-16.74K	--
Spire Wealth Management	--	Jun 30, 26	-1.79K	--
Financial Connections Group, Inc.	962.98K	Mar 31, 26	-2.98K	0.41%
U.S. Capital Wealth Advisors, LLC	210.83K	Mar 31, 26	-1.33K	0.09%
Skopos Labs, Inc.	28.32K	Mar 31, 26	+28.32K	0.01%
Evanson Asset Management, LLC	27.55K	Mar 31, 26	+187	0.01%
CWM, LLC	23.29K	Mar 31, 26	+288	0.01%
EXENCIAL WEALTH ADVISORS, LLC	21.61K	Mar 31, 26	+50	0.01%
Claris Financial LLC	9.25K	Mar 31, 26	+1.00K	0.00%
SOL Capital Management CO	--	Mar 31, 26	-20.97K	--
VanderPol Investments L.L.C.	13.24K	Dec 31, 25	+177	0.01%
LongView Asset Management LLC	4.84K	Dec 31, 25	-307	0.00%
COMERICA BANK	--	Dec 31, 25	-370	--
Total Wealth Planning, LLC	--	Dec 31, 25	-9.00K	--
Hemington Wealth Management	2.19M	Sep 30, 25	+56.12K	0.92%
PBMares Wealth Management LLC	1.00M	Sep 30, 25	+90.98K	0.42%
Willow Creek Wealth Management Inc.	365.65K	Sep 30, 25	-2.33K	0.15%
Binnacle Investments Inc	318.64K	Sep 30, 25	+7.63K	0.13%
Sterling Financial Group, Inc.	86.51K	Sep 30, 25	-4.79K	0.04%
Wealthstream Advisors, Inc.	6.56K	Sep 30, 25	--	0.00%
Promus Capital, LLC	4.62K	Sep 30, 25	--	0.00%
Martin Worley Group	223.97K	Jun 30, 25	+1.95K	0.09%
Waypoint Wealth Partners Inc.	16.15K	Jun 30, 25	+16.15K	0.01%
Congress Wealth Management LLC / DE /	13.09K	Jun 30, 25	-1.46K	0.01%
KRAFT ASSET MANAGEMENT, LLC	11.97K	Jun 30, 25	-310	0.01%
Atria Wealth Solutions, Inc.	7.49K	Jun 30, 25	-1.33K	0.00%
Blue Oak Capital, LLC	5.18K	Jun 30, 25	--	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-102	--
Rappaport Reiches Capital Management, LLC	1.07M	Mar 31, 25	+57.39K	0.45%
Aveo Capital Partners, LLC	1.01M	Mar 31, 25	+51.46K	0.43%
Orion Portfolio Solutions, LLC	54.63K	Mar 31, 25	+5.83K	0.02%
Cahill Wealth Management, LLC	19.58K	Mar 31, 25	-33	0.01%
Michael A. Dubis Financial Planning, LLC	8.17K	Mar 31, 25	+4	0.00%
WMS Partners, LLC	220.31K	Dec 31, 24	-934	0.09%
Sanctuary Wealth Management, L.L.C.	14.23K	Dec 31, 24	-13.73K	0.01%
Cassady Schiller Wealth Management, LLC	6.22K	Dec 31, 24	--	0.00%
CRITERION CAPITAL ADVISORS, LLC	5.66K	Dec 31, 24	--	0.00%
Bridge Advisory, LLC	208.06K	Sep 30, 24	+4.62K	0.09%
Waypoint Capital Advisors, LLC	179.56K	Sep 30, 24	+4	0.08%
Raymond James Financial Services Advisors, Inc.	158.00K	Sep 30, 24	-2.54K	0.07%
Annapolis Financial Services, LLC	126.52K	Sep 30, 24	-1.19K	0.05%
RAYMOND JAMES & ASSOCIATES	74.92K	Sep 30, 24	-4.11K	0.03%
LifePro Asset Management	8.69K	Sep 30, 24	-124	0.00%
First Personal Financial Services	3.58K	Sep 30, 24	+3.58K	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	1.65M	Jun 30, 24	-10.78K	0.70%
Private Ocean, LLC	504.61K	Jun 30, 24	+1.39K	0.21%
WALDEN WEALTH PARTNERS LLC	249.37K	Jun 30, 24	+9.45K	0.10%
Relative Value Partners Group, LLC	--	Jun 30, 24	-284.73K	--
FirstPurpose Wealth LLC	1.09M	Mar 31, 24	+27.09K	0.46%
Cetera Advisor Networks LLC	148.88K	Mar 31, 24	+10.91K	0.06%
Bromfield Sneider Wealth Advisors	23.27K	Mar 31, 24	+809	0.01%
ML & R WEALTH MANAGEMENT LLC	8.93K	Mar 31, 24	-4.10K	0.00%
SOUNDMARK WEALTH MANAGEMENT, LLC	5.57K	Mar 31, 24	+5.57K	0.00%
WEALTHSOURCE PARTNERS, LLC	336.50K	Dec 31, 23	-7.06K	0.14%
PATHSTONE FAMILY OFFICE, LLC	552.18K	Sep 30, 23	+293.79K	0.23%
TRIAD FINANCIAL ADVISORS, INC.	35.28K	Sep 30, 23	+4.37K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	15.22K	Sep 30, 23	-1.75K	0.01%
BRIGGS ADVISORY GROUP, INC.	13.11K	Sep 30, 23	--	0.01%
Column Capital Advisors, LLC	12.52K	Sep 30, 23	+7.46K	0.01%
Steward Financial Group LLC	5.84K	Sep 30, 23	--	0.00%
Silicon Hills Wealth Management, LLC	48.31K	Jun 30, 23	-859	0.02%
Parsec Financial Management, Inc.	4.15M	Mar 31, 23	+455.14K	1.75%
Brainard Capital Management LLC	199.86K	Mar 31, 23	+40.14K	0.08%
Baldrige Asset Management LLC	79.46K	Mar 31, 23	+978	0.03%
STONNINGTON GROUP, LLC	10.10K	Mar 31, 23	+500	0.00%
Laurel Wealth Advisors, Inc.	85.28K	Dec 31, 22	+38.25K	0.04%
Capital Financial Services, LLC	27.42K	Dec 31, 22	+6.67K	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	121.58K	Sep 30, 22	-820.60K	0.05%
CPWM, LLC	92.35K	Sep 30, 22	-101.10K	0.04%
BLUESTEIN R H & CO LLC	12.99K	Sep 30, 22	+2.66K	0.01%
55I, LLC	--	Sep 30, 22	-8.71K	--
Cordasco Financial Network	50	Jun 30, 22	--	0.00%
Adams Chetwood Wealth Management LLC	350.78K	Mar 31, 22	+23.20K	0.15%
PARAMETRIC PORTFOLIO ASSOCIATES LLC	135.35K	Mar 31, 22	-50.46K	0.06%
Dixon Hughes Goodman Wealth Advisors LLC	61.05K	Mar 31, 22	+59.18K	0.03%
Carroll Financial Associates, Inc.	--	Dec 31, 21	-139	--
NEXT Financial Group, Inc	--	Dec 31, 21	-800	--
Homrich & Berg	177.95K	Sep 30, 21	+44.38K	0.07%
HATTON CONSULTING, INC.	8.54K	Sep 30, 21	+23	0.00%
OAKWOOD CAPITAL MANAGEMENT LLC/CA	743.88K	Jun 30, 21	+36.26K	0.31%
USCA RIA LLC	58.42K	Jun 30, 21	+36.49K	0.02%
WealthStone, Inc.	--	Mar 31, 21	-296.08K	--

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Holder

Date

Change

% Held

Sequoia Financial Advisors, LLC

7.61M

Jun 30, 26

+227.76K

3.20%

RVW Wealth, LLC

4.83M

Jun 30, 26

+194.47K

2.03%

Resources Investment Advisors, LLC.

4.56M

Jun 30, 26

+139.15K

1.92%

Sageworth Trust Co

4.44M

Jun 30, 26

-36.16K

1.87%

Annex Advisory Services, LLC

4.36M

Jun 30, 26

+651.62K

1.83%

Allworth Financial LP

3.94M

Jun 30, 26

-29.97K

1.66%

Aquire Wealth Advisors, LLC

3.61M

Jun 30, 26

+195.00K

1.52%

Colony Group, LLC

3.54M

Jun 30, 26

+26.22K

1.49%

MAI Capital Management

3.28M

Jun 30, 26

+2.58M

1.38%

MARS JEWETT FINANCIAL GROUP, INC.

3.26M

Jun 30, 26

+141.69K

1.37%

Modera Wealth Management, LLC

3.14M

Jun 30, 26

-85.17K

1.32%

SYM FINANCIAL Corp

3.04M

Jun 30, 26

+2.91M

1.28%

Beacon Pointe Advisors, LLC

2.94M

Jun 30, 26

+138.45K

1.24%

Kooman & Associates

2.86M

Jun 30, 26

-6.46K

1.20%

Spinnaker Investment Group, LLC

2.65M

Jun 30, 26

+345.55K

1.11%

Blankinship & Foster, LLC

2.58M

Jun 30, 26

-40.22K

1.09%

AE Wealth Management LLC

2.40M

Jun 30, 26

+66.62K

1.01%

Apella Capital, LLC

2.13M

Jun 30, 26

-23.23K

0.90%

Savant Capital, LLC

2.11M

Jun 30, 26

+199.27K

0.89%

Arista Wealth Management, LLC

2.10M

Jun 30, 26

+35.98K

0.89%

MASECO LLP

2.04M

Jun 30, 26

+205.17K

0.86%

Elser Financial Planning, Inc

1.99M

Jun 30, 26

+8.33K

0.84%

WPWealth LLP

1.83M

Jun 30, 26

-35.24K

0.77%

55 North Private Wealth, LLC

1.80M

Jun 30, 26

+116.74K

0.76%

Buckingham Strategic Partners

1.78M

Jun 30, 26

-48.83K

0.75%

Pioneer Wealth Management Group

1.72M

Jun 30, 26

+91.68K

0.72%

Krilogy Financial LLC

1.66M

Jun 30, 26

-124.98K

0.70%

Pandowealth. LLC

1.50M

Jun 30, 26

+19.55K

0.63%

Cetera Investment Advisers

1.38M

Jun 30, 26

+120.10K

0.58%

HILL ISLAND FINANCIAL LLC

1.27M

Jun 30, 26

+9.65K

0.53%

COMMONWEALTH EQUITY SERVICES, LLC

1.25M

Jun 30, 26

+46.67K

0.53%

HB Wealth Management, LLC

1.25M

Jun 30, 26

-28.64K

0.53%

Amicus Financial Advisors, LLC

1.18M

Jun 30, 26

-95.49K

0.49%

BCM ADVISORS, LLC

1.16M

Jun 30, 26

-39.44K

0.49%

Mariner, LLC

1.14M

Jun 30, 26

-38.87K

0.48%

Meridian Wealth Partners, LLC

1.13M

Jun 30, 26

+19.56K

0.48%

Sterling Wealth Advisors Inc

1.13M

Jun 30, 26

+37.09K

0.48%

LPL Financial LLC

1.13M

Jun 30, 26

+75.82K

0.47%

Austin Wealth Management, LLC

1.13M

Jun 30, 26

+15.95K

0.47%

CURIO WEALTH, LLC

1.11M

Jun 30, 26

+57.19K

0.47%

DIVERSIFY WEALTH MANAGEMENT, LLC

1.10M

Jun 30, 26

-7.51K

0.46%

Diversify Advisory Services, LLC

1.10M

Jun 30, 26

+1.10M

0.46%

Essential Planning, LLC.

1.08M

Jun 30, 26

-54.89K

0.45%

Keating Financial Advisory Services, Inc.

1.07M

Jun 30, 26

+139.92K

0.45%

Note Advisors, LLC

1.06M

Jun 30, 26

+123.30K

0.45%

BRIGHTON JONES LLC

1.02M

Jun 30, 26

+19.86K

0.43%

AlphaStar Capital Management, LLC

999.11K

Jun 30, 26

+121.38K

0.42%

Alpha Financial Advisors, LLC

990.17K

Jun 30, 26

+38.09K

0.42%

VeraBank, N.A.

970.68K

Jun 30, 26

+90.07K

0.41%

Valued Wealth Advisors LLC

959.94K

Jun 30, 26

-1.36K

0.40%

TCP Asset Management, LLC

958.29K

Jun 30, 26

+8.43K

0.40%

CVA Family Office, LLC

948.47K

Jun 30, 26

+116.69K

0.40%

AdvisorNet Financial, Inc

933.91K

Jun 30, 26

-125.75K

0.39%

Advisory Alpha, LLC

913.27K

Jun 30, 26

+63.98K

0.38%

MONETA GROUP INVESTMENT ADVISORS LLC

900.20K

Jun 30, 26

+3.14K

0.38%

CI Private Wealth, LLC

897.08K

Jun 30, 26

-13.80K

0.38%

EP Wealth Advisors, LLC

889.60K

Jun 30, 26

-15.05K

0.37%

SC&H Financial Advisors, Inc.

883.58K

Jun 30, 26

+10.32K

0.37%

Plancorp, LLC

868.09K

Jun 30, 26

+74.69K

0.37%

Fonville Wealth Management LLC

840.00K

Jun 30, 26

-7.42K

0.35%

ACT Advisors, LLC.

815.51K

Jun 30, 26

+102.46K

0.34%

Live Oak Private Wealth LLC

803.15K

Jun 30, 26

+400.85K

0.34%

Highland Financial Advisors, LLC

794.48K

Jun 30, 26

-15.77K

0.33%

Two West Capital Advisors LLC

790.44K

Jun 30, 26

-1.47K

0.33%

Timonier Family Office, LTD.

790.44K

Jun 30, 26

+790.44K

0.33%

Baird Financial Group, Inc.

747.81K

Jun 30, 26

+103.99K

0.31%

ENVESTNET ASSET MANAGEMENT INC

738.17K

Jun 30, 26

+107.54K

0.31%

Physician Wealth Solutions Inc.

735.42K

Jun 30, 26

+21.66K

0.31%

Yardley Wealth Management LLC

731.55K

Jun 30, 26

+19.11K

0.31%

Wealthspire Advisors, LLC

727.59K

Jun 30, 26

-86.71K

0.31%

LIBERTY WEALTH MANAGEMENT LLC

719.16K

Jun 30, 26

0.30%

Bay Harbor Wealth Management, LLC

710.37K

Jun 30, 26

+2.30K

0.30%

Private Wealth Management Group, LLC

708.54K

Jun 30, 26

+36.04K

0.30%

Creative Planning

705.30K

Jun 30, 26

-3.78K

0.30%

Pathstone Holdings, LLC

702.12K

Jun 30, 26

+21.92K

0.30%

Zhang Financial LLC

688.30K

Jun 30, 26

-20.53K

0.29%

Allegiance Financial Group Advisory Services LLC

673.46K

Jun 30, 26

+54.01K

0.28%

UBS Group AG

648.32K

Jun 30, 26

+15.25K

0.27%

MERCER GLOBAL ADVISORS INC /ADV

646.49K

Jun 30, 26

+90.87K

0.27%

Kure Advisory, LLC

630.48K

Jun 30, 26

+42.47K

0.27%

ADVISOR GROUP HOLDINGS, INC.

629.30K

Jun 30, 26

+29.73K

0.26%

Keystone Financial Group, Inc.

620.94K

Jun 30, 26

+14.61K

0.26%

Spectrum Investment Advisors, Inc.

620.03K

Jun 30, 26

-26.39K

0.26%

M Wealth Management, LLC

596.04K

Jun 30, 26

-21.63K

0.25%

BANK OF AMERICA CORP /DE/

584.24K

Jun 30, 26

+16.14K

0.25%

Heritage Investment Group, Inc.

579.82K

Jun 30, 26

+6.03K

0.24%

Shira Ridge Wealth Management

568.89K

Jun 30, 26

+4.57K

0.24%

AWM CAPITAL, LLC

567.02K

Jun 30, 26

-19.41K

0.24%

STIFEL FINANCIAL CORP

554.98K

Jun 30, 26

-7.63K

0.23%

Morling Financial Advisors, LLC

540.58K

Jun 30, 26

+1.70K

0.23%

Betterment LLC

536.30K

Jun 30, 26

-21.98K

0.23%

SAX WEALTH ADVISORS, LLC

530.83K

Jun 30, 26

+109.31K

0.22%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

528.38K

Jun 30, 26

+5.15K

0.22%

Envision Financial Planning, LLC

524.56K

Jun 30, 26

+607

0.22%

MISSION WEALTH MANAGEMENT, LP

522.02K

Jun 30, 26

+52.02K

0.22%

SRS Capital Advisors, Inc.

517.73K

Jun 30, 26

+201.37K

0.22%

ENTREWEALTH, LLC

511.38K

Jun 30, 26

+24.24K

0.22%

JFS WEALTH ADVISORS, LLC

498.32K

Jun 30, 26

+12.28K

0.21%

Quantum Financial Advisors, LLC

494.93K

Jun 30, 26

+6.63K

0.21%

ROYAL BANK OF CANADA

491.65K

Jun 30, 26

+195.72K

0.21%

Tassel Capital Management, Inc.

466.87K

Jun 30, 26

+73.92K

0.20%

JPMORGAN CHASE & CO

445.35K

Jun 30, 26

+14.70K

0.19%

CLARIS ADVISORS, LLC / MO /

421.04K

Jun 30, 26

-11.94K

0.18%

Cambridge Investment Research Advisors, Inc.

419.02K

Jun 30, 26

+6.57K

0.18%

Perigon Wealth Management, LLC

413.68K

Jun 30, 26

+4.24K

0.17%

Stadion Money Management, LLC

411.78K

Jun 30, 26

-40.08K

0.17%

Tortoise Investment Management, LLC

404.35K

Jun 30, 26

+3.23K

0.17%

PARK AVENUE SECURITIES LLC

404.13K

Jun 30, 26

+96.78K

0.17%

Jacobi Capital Management LLC

402.44K

Jun 30, 26

+18.35K

0.17%

Physician Wealth Advisors, Inc.

379.44K

Jun 30, 26

-2.42K

0.16%

MARYLAND CAPITAL ADVISORS INC.

378.63K

Jun 30, 26

+378.63K

0.16%

Sollinda Capital Management LLC

377.17K

Jun 30, 26

+41.87K

0.16%

RAYMOND JAMES FINANCIAL INC

359.51K

Jun 30, 26

+74.76K

0.15%

Prudent Man Investment Management, Inc.

340.88K

Jun 30, 26

-24.50K

0.14%

Security Financial Services, INC.

332.96K

Jun 30, 26

-2.28K

0.14%

Weinberger Asset Management, Inc

321.26K

Jun 30, 26

+36.50K

0.14%

Ledgewood Wealth Advisors, LLC

318.17K

Jun 30, 26

-7.44K

0.13%

Navigoe, LLC

316.25K

Jun 30, 26

+14.68K

0.13%

North Capital, Inc.

314.38K

Jun 30, 26

+9.96K

0.13%

Clarity Capital Advisors, LLC

312.27K

Jun 30, 26

-30.96K

0.13%

LEGACY FINANCIAL GROUP, INC.

310.60K

Jun 30, 26

-18.89K

0.13%

Great Point Wealth Advisors, LLC

306.26K

Jun 30, 26

-1.90K

0.13%

HUTCHINSON CAPITAL MANAGEMENT/CA

301.93K

Jun 30, 26

+5.25K

0.13%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

301.43K

Jun 30, 26

+71.14K

0.13%

ASSETMARK, INC

298.92K

Jun 30, 26

+12.30K

0.13%

Farther Finance Advisors, LLC

297.45K

Jun 30, 26

-15.53K

0.13%

JACKSON THORNTON ASSET MANAGEMENT, LLC

295.14K

Jun 30, 26

-3.87K

0.12%

Integrated Wealth Concepts LLC

276.26K

Jun 30, 26

+6.51K

0.12%

Platform Wealth Management, LLC

270.77K

Jun 30, 26

+270.77K

0.11%

AQR CAPITAL MANAGEMENT LLC

269.13K

Jun 30, 26

+13.54K

0.11%

Centennial Bank/AR/

269.08K

Jun 30, 26

+1.13K

0.11%

MML INVESTORS SERVICES, LLC

259.94K

Jun 30, 26

+17.56K

0.11%

Larry Mathis Financial Planning, LLC

255.41K

Jun 30, 26

+71.06K

0.11%

Canopy Partners, LLC

252.30K

Jun 30, 26

-1.90K

0.11%

FIRETHORN WEALTH PARTNERS, LLC

251.92K

Jun 30, 26

+17.77K

0.11%

Lauer Wealth, LLC

251.67K

Jun 30, 26

+12.82K

0.11%

First Financial Group Corp

251.18K

Jun 30, 26

-551

0.11%

Johnson Wealth Management, LLC

247.94K

Jun 30, 26

-3.44K

0.10%

CHERRYDALE WEALTH MANAGEMENT, LLC

247.70K

Jun 30, 26

-278

0.10%

IFP Advisors, Inc

246.03K

Jun 30, 26

+29.39K

0.10%

Sowell Financial Services LLC

232.96K

Jun 30, 26

+5.33K

0.10%

FORVIS Wealth Advisors, LLC

232.19K

Jun 30, 26

-16.10K

0.10%

Prodigy Asset Management LLC

228.67K

Jun 30, 26

+3.87K

0.10%

HTG Investment Advisors, Inc.

228.53K

Jun 30, 26

+962

0.10%

VSM Wealth Advisory, LLC

226.11K

Jun 30, 26

+3.98K

0.10%

Oak Wealth Advisors LLC

223.13K

Jun 30, 26

-1.97K

0.09%

FMB WEALTH MANAGEMENT

216.76K

Jun 30, 26

-677

0.09%

Glass Jacobson Investment Advisors llc

213.84K

Jun 30, 26

-7.84K

0.09%

Parkwoods Wealth Partners, LLC

212.13K

Jun 30, 26

-13.20K

0.09%

Pacific Asset Management, LLC

211.75K

Jun 30, 26

+7.92K

0.09%

Invst, LLC

202.65K

Jun 30, 26

+21.41K

0.09%

FinDec Wealth Services, Inc.

202.39K

Jun 30, 26

-12.27K

0.09%

Syverson Strege & Co

201.66K

Jun 30, 26

-15.12K

0.08%

Vise Technologies, Inc.

201.63K

Jun 30, 26

+65.62K

0.08%

Chicago Partners Investment Group LLC

201.28K

Jun 30, 26

-2.18K

0.08%

KESTRA PRIVATE WEALTH SERVICES, LLC

200.27K

Jun 30, 26

+188.84K

0.08%

Root Financial Partners, LLC

194.76K

Jun 30, 26

-25.00K

0.08%

SEMITAM BONAM LLC

193.91K

Jun 30, 26

+6.96K

0.08%

American Capital Advisory, LLC

188.18K

Jun 30, 26

-216

0.08%

International Private Wealth Advisors LLC

187.10K

Jun 30, 26

+1.12K

0.08%

Vigil Wealth Management, LLC

185.77K

Jun 30, 26

+1.87K

0.08%

KENNEDY INVESTMENT GROUP

182.55K

Jun 30, 26

+12.03K

0.08%

Capital Investment Advisory Services, LLC

178.63K

Jun 30, 26

+22.50K

0.08%

Abel Hall, LLC

175.07K

Jun 30, 26

-5.70K

0.07%

Lido Advisors, LLC

174.15K

Jun 30, 26

-184.34K

0.07%

FORTERIS WEALTH MANAGEMENT INC.

172.68K

Jun 30, 26

+9.63K

0.07%

My Personal CFO, LLC

171.83K

Jun 30, 26

+4.83K

0.07%

Pensionmark Financial Group, LLC

170.13K

Jun 30, 26

0.07%

Helen Stephens Group, LLC

162.55K

Jun 30, 26

-494

0.07%

Diversified Portfolios, Inc.

162.07K

Jun 30, 26

-871

0.07%

Mattern Wealth Management LLC

161.28K

Jun 30, 26

+10.00K

0.07%

3 FACTOR INDEXING, LLC

160.46K

Jun 30, 26

-7.91K

0.07%

SUMMIT WEALTH GROUP LLC / CO

152.41K

Jun 30, 26

-8.04K

0.06%

Morton Capital Management LLC/CA

150.19K

Jun 30, 26

+941

0.06%

Chico Wealth RIA

149.60K

Jun 30, 26

0.06%

Cerity Partners LLC

148.60K

Jun 30, 26

-39.57K

0.06%

GEM Asset Management, LLC

147.99K

Jun 30, 26

-479

0.06%

Quad-Cities Investment Group, LLC

145.52K

Jun 30, 26

+7.60K

0.06%

Hardy Reed LLC

140.65K

Jun 30, 26

-151

0.06%

Kestra Advisory Services, LLC

140.34K

Jun 30, 26

-9.34K

0.06%

KEB ASSET MANAGEMENT, LLC

139.07K

Jun 30, 26

+3.22K

0.06%

Aegis Wealth Management LLC

138.40K

Jun 30, 26

-4.48K

0.06%

CROBAN

137.82K

Jun 30, 26

+530

0.06%

Wealth Advisors Northwest LLC

137.60K

Jun 30, 26

-11.15K

0.06%

JDH Wealth Management, LLC

137.57K

Jun 30, 26

-7.95K

0.06%

Concurrent Investment Advisors, LLC

130.87K

Jun 30, 26

+12.30K

0.06%

Ancora Advisors, LLC

130.34K

Jun 30, 26

+11.73K

0.05%

D.A. DAVIDSON & CO.

128.81K

Jun 30, 26

-2.14K

0.05%

Level Wealth Management LLC

128.69K

Jun 30, 26

-908

0.05%

Rockefeller Capital Management L.P.

124.92K

Jun 30, 26

+8.82K

0.05%

APS Management Group, Inc.

124.66K

Jun 30, 26

+1.69K

0.05%

TRUIST FINANCIAL CORP

124.00K

Jun 30, 26

+7.77K

0.05%

Rather & Kittrell, Inc.

123.10K

Jun 30, 26

-1.33K

0.05%

Dodds Wealth, LLC

122.83K

Jun 30, 26

-6.66K

0.05%

Revolve Wealth Partners, LLC

122.78K

Jun 30, 26

+122.78K

0.05%

Signature Resources Capital Management, LLC

122.32K

Jun 30, 26

-911

0.05%

Cypress Point Wealth Management, LLC

121.82K

Jun 30, 26

-565

0.05%

Stratos Wealth Partners, LTD.

120.93K

Jun 30, 26

+21.49K

0.05%

Waterfront Wealth Inc.

120.66K

Jun 30, 26

-447

0.05%

RFG Advisory, LLC

118.75K

Jun 30, 26

-2.08K

0.05%

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

118.65K

Jun 30, 26

+5.98K

0.05%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

117.79K

Jun 30, 26

-2.20K

0.05%

Exeter Financial, LLC

117.21K

Jun 30, 26

+16.47K

0.05%

Sanchez Levi Garrett

115.99K

Jun 30, 26

+18

0.05%

Accurate Wealth Management, LLC

112.84K

Jun 30, 26

+92.38K

0.05%

TCI Wealth Advisors, Inc.

111.98K

Jun 30, 26

+9.80K

0.05%

ROBINSON SMITH WEALTH ADVISORS LLC

110.73K

Jun 30, 26

+4.40K

0.05%

CSP Financial Group, LLC

106.55K

Jun 30, 26

-2.25K

0.04%

TABLEAUX LLC

102.62K

Jun 30, 26

-2.89K

0.04%

Waverly Advisors, LLC

102.08K

Jun 30, 26

-7.62K

0.04%

Noble Wealth Partners LLC

98.58K

Jun 30, 26

+98.58K

0.04%

FIDUCIARY FINANCIAL GROUP, LLC

96.36K

Jun 30, 26

-3.01K

0.04%

MAGNOLIA CAPITAL ADVISORS LLC

96.06K

Jun 30, 26

+4.92K

0.04%

ZRC WEALTH MANAGEMENT, LLC

95.98K

Jun 30, 26

-653

0.04%

Twin Cities Retirement Group LLC

94.99K

Jun 30, 26

-3.96K

0.04%

BluePrint Investing LLC

93.48K

Jun 30, 26

0.04%

J HAGAN CAPITAL, INC.

93.28K

Jun 30, 26

+1.00K

0.04%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

92.52K

Jun 30, 26

+8.12K

0.04%

180 WEALTH ADVISORS, LLC

92.47K

Jun 30, 26

+2.21K

0.04%

ARK & TLK INVESTMENTS, LLC

88.46K

Jun 30, 26

-61

0.04%

Private Advisor Group, LLC

87.66K

Jun 30, 26

-96.74K

0.04%

Retirement Solution Inc.

87.48K

Jun 30, 26

-5.84K

0.04%

SEAMOUNT FINANCIAL GROUP INC

86.79K

Jun 30, 26

+982

0.04%

COWA, LLC

86.56K

Jun 30, 26

+436

0.04%

Savvy Advisors, Inc.

85.69K

Jun 30, 26

+3.49K

0.04%

Strategic Investment Solutions, Inc. /IL

84.01K

Jun 30, 26

-2.16K

0.04%

G2 CAPITAL MANAGEMENT, LLC / OH

83.77K

Jun 30, 26

+10.57K

0.04%

QUARRY HILL ADVISORS, LLC

82.39K

Jun 30, 26

-374

0.03%

Strategic Wealth Advisors LLC

82.32K

Jun 30, 26

-3.03K

0.03%

Tandem Financial, LLC

80.00K

Jun 30, 26

-4.87K

0.03%

Arkadios Wealth Advisors

79.53K

Jun 30, 26

+26.02K

0.03%

Burton Enright Welch

79.50K

Jun 30, 26

-6.66K

0.03%

Sageworth Trust Co of South Dakota

78.87K

Jun 30, 26

-804

0.03%

HFG Wealth Management, LLC

78.40K

Jun 30, 26

-48.76K

0.03%

Vantage Point Financial LLC

78.38K

Jun 30, 26

-1.30K

0.03%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

78.08K

Jun 30, 26

0.03%

HMV Wealth Advisors, LLC

77.61K

Jun 30, 26

+1.71K

0.03%

Fundamentum, LLC

77.28K

Jun 30, 26

+95

0.03%

Washington Trust Advisors, Inc.

76.97K

Jun 30, 26

+11.97K

0.03%

Milestone Asset Management Group, LLC

76.28K

Jun 30, 26

+6.48K

0.03%

V2 Financial group LLC

75.21K

Jun 30, 26

+43.84K

0.03%

AssuredPartners Investment Advisors, LLC

74.87K

Jun 30, 26

+5.51K

0.03%

Apollon Wealth Management, LLC

73.68K

Jun 30, 26

-3.32K

0.03%

Investmark Advisory Group LLC

72.95K

Jun 30, 26

+1.59K

0.03%

Versant Capital Management, Inc

72.25K

Jun 30, 26

+2.25K

0.03%

SwitchPoint Financial Planning, LLC

72.10K

Jun 30, 26

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

71.88K

Jun 30, 26

+71.88K

0.03%

FreeGulliver LLC

71.84K

Jun 30, 26

+6.37K

0.03%

HighTower Advisors, LLC

70.80K

Jun 30, 26

+15.51K

0.03%

MELFA WEALTH MANAGEMENT, LLC

69.46K

Jun 30, 26

-995

0.03%

Financial Alternatives, Inc

68.64K

Jun 30, 26

-82

0.03%

Altiora Financial Group, LLC

68.36K

Jun 30, 26

+143

0.03%

NewEdge Advisors, LLC

67.66K

Jun 30, 26

+2.94K

0.03%

Capstone Financial Advisors, Inc.

67.31K

Jun 30, 26

+8.37K

0.03%

CATALYST PRIVATE WEALTH, LLC

67.07K

Jun 30, 26

-3.24K

0.03%

SpringVest Wealth Management LLC

66.87K

Jun 30, 26

+2.52K

0.03%

Donalies Financial Planning, LLC

66.29K

Jun 30, 26

+14

0.03%

Concord Wealth Partners

65.37K

Jun 30, 26

+6.34K

0.03%

Meritas Wealth Management, LLC

62.10K

Jun 30, 26

0.03%

Kane Co Wealth Management, Inc.

62.02K

Jun 30, 26

+576

0.03%

IHT Wealth Management, LLC

61.94K

Jun 30, 26

+8.21K

0.03%

Nuveen, LLC

60.59K

Jun 30, 26

+60.59K

0.03%

Legacy Capital Wealth Partners, LLC

60.00K

Jun 30, 26

-5.95K

0.03%

ERn Financial, LLC

59.97K

Jun 30, 26

-1.04K

0.03%

Ballast Rock Private Wealth LLC

59.87K

Jun 30, 26

-916

0.03%

Smartleaf Asset Management LLC

58.24K

Jun 30, 26

0.02%

RAFFA WEALTH MANAGEMENT, LLC

58.12K

Jun 30, 26

+355

0.02%

FIRST CITIZENS BANK & TRUST CO

56.51K

Jun 30, 26

-2.35K

0.02%

IEQ CAPITAL, LLC

55.50K

Jun 30, 26

+79

0.02%

CHOREO, LLC

55.09K

Jun 30, 26

+89

0.02%

Werba Rubin Papier Wealth Management

54.60K

Jun 30, 26

+10.12K

0.02%

Herold Advisors, Inc.

54.27K

Jun 30, 26

+1.09K

0.02%

ELEVATE WEALTH ADVISORY, INC

52.42K

Jun 30, 26

+195

0.02%

Rehmann Capital Advisory Group

51.95K

Jun 30, 26

+434

0.02%

Pinnacle Financial Group, LLC / IL

51.88K

Jun 30, 26

-697

0.02%

CAHILL FINANCIAL ADVISORS INC

51.07K

Jun 30, 26

0.02%

RCS Financial Planning, LLC

50.50K

Jun 30, 26

-182

0.02%

CAPITAL PERFORMANCE ADVISORS LLP

50.04K

Jun 30, 26

-1.43K

0.02%

LRI Investments, LLC

50.01K

Jun 30, 26

-457

0.02%

CAPTRUST FINANCIAL ADVISORS

49.84K

Jun 30, 26

+4.91K

0.02%

COGENT STRATEGIC WEALTH LLC

49.59K

Jun 30, 26

-225

0.02%

Verisail Partners, LLC

49.02K

Jun 30, 26

+487

0.02%

GWN SECURITIES INC.

48.83K

Jun 30, 26

-854

0.02%

Capstone Wealth Management, LLC

48.38K

Jun 30, 26

0.02%

Greenspring Advisors, LLC

47.38K

Jun 30, 26

+106

0.02%

MB Generational Wealth, LLC

46.54K

Jun 30, 26

+1.56K

0.02%

Parkshore Wealth Management, Inc.

44.21K

Jun 30, 26

-343

0.02%

Woodside Wealth Management LLC

43.89K

Jun 30, 26

+4.14K

0.02%

MORGAN STANLEY

42.67K

Jun 30, 26

-4.50K

0.02%

XY Planning Network, Inc.

41.64K

Jun 30, 26

+12.69K

0.02%

Forum Financial Management, LP

41.35K

Jun 30, 26

-27

0.02%

Hiley Hunt Wealth Management

40.83K

Jun 30, 26

-255

0.02%

Tanglewood Legacy Advisors, LLC

40.52K

Jun 30, 26

0.02%

American Investment Services, Inc.

40.41K

Jun 30, 26

-37

0.02%

FIDUCIARY FINANCIAL ADVISORS

40.31K

Jun 30, 26

+40.31K

0.02%

Lionshead Wealth Management, LLC

40.23K

Jun 30, 26

+930

0.02%

VESTIA PERSONAL WEALTH ADVISORS

39.75K

Jun 30, 26

+206

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

39.30K

Jun 30, 26

-8.88K

0.02%

Keel Point, LLC

39.19K

Jun 30, 26

+1.74K

0.02%

Rockbridge Investment Management, LCC

38.44K

Jun 30, 26

-974

0.02%

Forum Private Client Group LLC

38.27K

Jun 30, 26

+2.45K

0.02%

CARDIFF PARK ADVISORS, LLC

37.93K

Jun 30, 26

+34

0.02%

Marshall Financial Group LLC

36.96K

Jun 30, 26

-239

0.02%

Everest Financial Group LLC

36.14K

Jun 30, 26

+26

0.02%

CGN Advisors LLC

36.06K

Jun 30, 26

-19.90K

0.02%

SJS Investment Consulting Inc.

35.75K

Jun 30, 26

+34.12K

0.02%

Gutierrez Wealth Advisory, LLC

35.73K

Jun 30, 26

-47

0.02%

Forthright Family Wealth Advisory LLC

34.82K

Jun 30, 26

-12.53K

0.01%

Berger Financial Group, Inc

34.71K

Jun 30, 26

-11.57K

0.01%

Olistico Wealth, LLC

34.68K

Jun 30, 26

-143

0.01%

Shore Point Advisors, LLC

34.34K

Jun 30, 26

-125

0.01%

CLUNE & ASSOCIATES, LTD.

33.91K

Jun 30, 26

-20.51K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

33.83K

Jun 30, 26

+33.83K

0.01%

Beckerman Institutional, LLC

33.54K

Jun 30, 26

+112

0.01%

Seneschal Advisors, LLC

33.34K

Jun 30, 26

+4.95K

0.01%

M Holdings Securities, Inc.

33.33K

Jun 30, 26

-188.50K

0.01%

Financial Symmetry Inc

33.06K

Jun 30, 26

-1.47K

0.01%

Rialto Wealth Management, LLC

32.81K

Jun 30, 26

-86

0.01%

Selective Wealth Management, Inc.

32.44K

Jun 30, 26

-7.98K

0.01%

Kaufman Rossin Wealth, LLC

31.94K

Jun 30, 26

-94

0.01%

Financial Plan, Inc.

31.77K

Jun 30, 26

-251

0.01%

LANGLEY WEALTH MANAGEMENT, LLC

31.71K

Jun 30, 26

+31.71K

0.01%

RETIREMENT GUYS FORMULA LLC

31.27K

Jun 30, 26

-1.07K

0.01%

Wescott Financial Advisory Group, LLC

30.96K

Jun 30, 26

-936

0.01%

Lauterbach Financial Advisors, LLC

30.59K

Jun 30, 26

-1.68K

0.01%

Innovative Asset Advisors Group, LLC

30.22K

Jun 30, 26

-647

0.01%

Merit Financial Group, LLC

28.96K

Jun 30, 26

+6.30K

0.01%

Kovack Advisors, Inc.

28.67K

Jun 30, 26

+3.34K

0.01%

Squire Investment Management Company, LLC

28.45K

Jun 30, 26

-3.35K

0.01%

Lexington Hill Partners, LLC

28.42K

Jun 30, 26

+67

0.01%

Oceanside Advisors LLC

28.33K

Jun 30, 26

+153

0.01%

Inscription Capital, LLC

28.32K

Jun 30, 26

0.01%

Sincerus Advisory, LLC

28.15K

Jun 30, 26

-1.53K

0.01%

Pure Financial Advisors, LLC

27.75K

Jun 30, 26

-101

0.01%

Wealthfront Advisers LLC

27.04K

Jun 30, 26

-2.02K

0.01%

US BANCORP \DE\

27.03K

Jun 30, 26

-617

0.01%

RENAISSANCE TECHNOLOGIES LLC

27.00K

Jun 30, 26

+27.00K

0.01%

CFS Investment Advisory Services, LLC

26.89K

Jun 30, 26

-14

0.01%

Texas Capital Bank Wealth Management Services Inc

26.62K

Jun 30, 26

-4.88K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

26.58K

Jun 30, 26

-167

0.01%

Peirce Capital Management, LLC

26.05K

Jun 30, 26

0.01%

Prospera Financial Services Inc

25.67K

Jun 30, 26

-150

0.01%

BANK OF MONTREAL /CAN/

25.63K

Jun 30, 26

+15.66K

0.01%

Vertex Planning Partners, LLC

25.32K

Jun 30, 26

+89

0.01%

Evanson Financial, LLC

25.20K

Jun 30, 26

+25.20K

0.01%

Balance Wealth, LLC

25.04K

Jun 30, 26

-10.42K

0.01%

Financial Engines Advisors L.L.C.

24.84K

Jun 30, 26

-1.86K

0.01%

Cloud Capital Management, LLC

24.04K

Jun 30, 26

+56

0.01%

USAdvisors Wealth Management, LLC

23.91K

Jun 30, 26

-1.92K

0.01%

Intrepid Financial Planning Group LLC

23.83K

Jun 30, 26

-984

0.01%

Powerhouse Assets LLC

23.65K

Jun 30, 26

-98

0.01%

Huntleigh Advisors, Inc.

23.49K

Jun 30, 26

+12

0.01%

NORTHWEST WEALTH MANAGEMENT, LLC

23.10K

Jun 30, 26

-426

0.01%

Csenge Advisory Group

22.52K

Jun 30, 26

+948

0.01%

Trailhead Planners LLC

22.50K

Jun 30, 26

-622

0.01%

Acorn Wealth Advisors, LLC

22.31K

Jun 30, 26

-321

0.01%

Global Retirement Partners, LLC

22.28K

Jun 30, 26

+22.28K

0.01%

FMR LLC

21.93K

Jun 30, 26

+194

0.01%

Patriot Financial Group Insurance Agency, LLC

21.84K

Jun 30, 26

-21.67K

0.01%

Apollon Financial, LLC

21.83K

Jun 30, 26

0.01%

Warburton Capital Management, LLC

21.82K

Jun 30, 26

+914

0.01%

MAYPORT, LLC

21.67K

Jun 30, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

21.17K

Jun 30, 26

-3.50K

0.01%

Ares Financial Consulting, LLC

21.12K

Jun 30, 26

-8.85K

0.01%

CULLEN/FROST BANKERS, INC.

20.99K

Jun 30, 26

0.01%

Auxano Advisors, LLC

20.93K

Jun 30, 26

-2.15K

0.01%

Investment Advisory Group, LLC

20.50K

Jun 30, 26

-1.31K

0.01%

GOULD ASSET MANAGEMENT LLC /CA/

20.46K

Jun 30, 26

-690

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

19.98K

Jun 30, 26

+3.80K

0.01%

Cascade Wealth Advisors, Inc

19.94K

Jun 30, 26

0.01%

MATHER GROUP, LLC.

19.41K

Jun 30, 26

+6.97K

0.01%

FIRST NATIONAL BANK SIOUX FALLS

19.41K

Jun 30, 26

0.01%

Stewardship Advisors, LLC

19.18K

Jun 30, 26

+202

0.01%

Envestnet Portfolio Solutions, Inc.

19.06K

Jun 30, 26

+6.00K

0.01%

BlackRock, Inc.

19.03K

Jun 30, 26

+13.88K

0.01%

Allodium Investment Consultants, LLC

18.51K

Jun 30, 26

-395

0.01%

MOSAIC FAMILY WEALTH PARTNERS, LLC

18.50K

Jun 30, 26

+281

0.01%

Longview Financial Advisors LLC

18.46K

Jun 30, 26

-114

0.01%

Optimus Capital Advisors, LLC

18.32K

Jun 30, 26

+582

0.01%

C M BIDWELL & ASSOCIATES LTD

17.77K

Jun 30, 26

-29

0.01%

SageOak Financial, LLC

17.74K

Jun 30, 26

-1.34K

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

17.63K

Jun 30, 26

+8.59K

0.01%

XTX Topco Ltd

17.41K

Jun 30, 26

+17.41K

0.01%

MGO ONE SEVEN LLC

17.37K

Jun 30, 26

-1.44K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

17.36K

Jun 30, 26

0.01%

ELCO Management Co., LLC

17.01K

Jun 30, 26

0.01%

Colony Family Offices, LLC

16.93K

Jun 30, 26

0.01%

Mason & Associates, LLC

16.91K

Jun 30, 26

0.01%

FLOW TRADERS U.S. LLC

16.71K

Jun 30, 26

+16.71K

0.01%

City State Bank

16.66K

Jun 30, 26

+1.83K

0.01%

TITLEIST ASSET MANAGEMENT, LLC

16.56K

Jun 30, 26

+7.51K

0.01%

DAVENPORT & Co LLC

16.32K

Jun 30, 26

-4.00K

0.01%

OPTIMA CAPITAL LLC

16.27K

Jun 30, 26

+20

0.01%

BARRETT & COMPANY, INC.

16.25K

Jun 30, 26

-349

0.01%

Wheels Up Wealth, Inc.

15.77K

Jun 30, 26

0.01%

Foundations Investment Advisors, LLC

15.73K

Jun 30, 26

-24.39K

0.01%

Advisory Services Network, LLC

15.29K

Jun 30, 26

+1.01K

0.01%

Medallion Wealth Advisors, LLC

15.23K

Jun 30, 26

-375

0.01%

Yoder Wealth Management, Inc.

15.15K

Jun 30, 26

-4.02K

0.01%

Smith, Salley & Associates

14.73K

Jun 30, 26

+14.73K

0.01%

HARBOUR INVESTMENTS, INC.

14.57K

Jun 30, 26

0.01%

JANE STREET GROUP, LLC

14.41K

Jun 30, 26

-5.79K

0.01%

BROWN ADVISORY INC

14.36K

Jun 30, 26

+4.23K

0.01%

DEMMING FINANCIAL SERVICES CORP /ADV

14.27K

Jun 30, 26

+59

0.01%

DecisionPoint Financial, LLC

13.92K

Jun 30, 26

-26

0.01%

Rossby Financial, LCC

13.88K

Jun 30, 26

+154

0.01%

Woodward Financial Advisors, Inc.

13.61K

Jun 30, 26

+13.61K

0.01%

Cardinal Point Capital Management, ULC

13.52K

Jun 30, 26

+32

0.01%

SLT Holdings LLC

13.25K

Jun 30, 26

-23.93K

0.01%

Rockwood Wealth Management, LLC

13.13K

Jun 30, 26

0.01%

Triad Wealth Partners, LLC

13.11K

Jun 30, 26

-2.69K

0.01%

Bay Capital Advisors, LLC

13.05K

Jun 30, 26

0.01%

Quantinno Capital Management LP

12.87K

Jun 30, 26

+253

0.01%

Axis Wealth Partners, LLC

12.86K

Jun 30, 26

0.01%

Clearstead Advisors, LLC

12.84K

Jun 30, 26

+30

0.01%

Financial Harvest, LLC

12.57K

Jun 30, 26

0.01%

Quadcap Wealth Management, LLC

12.55K

Jun 30, 26

-122

0.01%

Cypress Wealth Services, LLC

12.33K

Jun 30, 26

0.01%

Annandale Capital, LLC

11.93K

Jun 30, 26

0.01%

Nalls Sherbakoff Group, LLC

11.89K

Jun 30, 26

+7.11K

0.00%

Facet Wealth, Inc.

11.88K

Jun 30, 26

+583

0.00%

Strathmore Capital Advisors, Inc.

11.78K

Jun 30, 26

-734

0.00%

Triune Financial Partners, LLC

11.62K

Jun 30, 26

0.00%

Thompson David Blair

11.55K

Jun 30, 26

-2.50K

0.00%

PRIVATE TRUST CO NA

11.38K

Jun 30, 26

0.00%

Delap Wealth Advisory, LLC

11.21K

Jun 30, 26

0.00%

DIXON FNANCIAL SERVICES, INC.

10.90K

Jun 30, 26

+94

0.00%

May Hill Capital, LLC

10.80K

Jun 30, 26

+25

0.00%

RHS Financial, LLC

10.70K

Jun 30, 26

+4.05K

0.00%

Freedom Financial Partners LLC

10.70K

Jun 30, 26

+19

0.00%

ATLas Financial Planning LLC

10.69K

Jun 30, 26

-500

0.00%

Compass Advisory Group LLC

10.63K

Jun 30, 26

0.00%

Foundry Financial LLC

10.55K

Jun 30, 26

+152

0.00%

Sigma Planning Corp

10.47K

Jun 30, 26

-84

0.00%

PATTEN & PATTEN INC/TN

10.45K

Jun 30, 26

-310

0.00%

Luminvest Wealth Management LLC

10.34K

Jun 30, 26

-406

0.00%

HBE Wealth Management, LLC

10.27K

Jun 30, 26

-160

0.00%

tru Independence LLC

10.03K

Jun 30, 26

0.00%

Lynch Investment Planning, LLC

9.98K

Jun 30, 26

-2.29K

0.00%

Beacon Financial Advisory LLC

9.87K

Jun 30, 26

-1.13K

0.00%

Glassman Wealth Services

9.86K

Jun 30, 26

0.00%

Equitable Holdings, Inc.

9.83K

Jun 30, 26

+3.74K

0.00%

Eldridge Investment Advisors, Inc.

9.79K

Jun 30, 26

0.00%

Vistica Wealth Advisors, LLC

9.65K

Jun 30, 26

-383

0.00%

Tranquility Partners, LLC

9.60K

Jun 30, 26

-305

0.00%

CARY STREET PARTNERS FINANCIAL LLC

9.37K

Jun 30, 26

+775

0.00%

NORTHERN TRUST CORP

9.35K

Jun 30, 26

0.00%

WMG Financial Advisors, LLC

8.94K

Jun 30, 26

0.00%

Total Clarity Wealth Management, Inc.

8.85K

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

8.73K

Jun 30, 26

+8.73K

0.00%

BAYSHORE ASSET MANAGEMENT, LLC

8.71K

Jun 30, 26

-2.07K

0.00%

Summit Financial Wealth Advisors, LLC

8.69K

Jun 30, 26

+2.89K

0.00%

AlphaCore Capital LLC

8.68K

Jun 30, 26

0.00%

Montis Financial, LLC

8.67K

Jun 30, 26

-441

0.00%

Ruedi Wealth Management, Inc.

8.64K

Jun 30, 26

-10

0.00%

Ullmann Wealth Partners Group, LLC

8.61K

Jun 30, 26

-1.10K

0.00%

Sprinkle Financial Consultants LLC

8.43K

Jun 30, 26

+20

0.00%

Russell Investments Group, Ltd.

8.39K

Jun 30, 26

+8.06K

0.00%

Oath Planning, LLC

8.35K

Jun 30, 26

-400

0.00%

Bannerstone Capital Management, LLC

8.20K

Jun 30, 26

+649

0.00%

Cornerstone Advisory, LLC

8.20K

Jun 30, 26

0.00%

Cornerstone Wealth Management, LLC

8.11K

Jun 30, 26

+189

0.00%

Safeguard Investment Advisory Group, LLC

8.10K

Jun 30, 26

+8.10K

0.00%

Brookstone Capital Management

8.02K

Jun 30, 26

+525

0.00%

New Dimensions Wealth Management, LLC

8.01K

Jun 30, 26

0.00%

ARS Wealth Advisors Group, LLC

7.85K

Jun 30, 26

+1.89K

0.00%

Midwest Trust Co

7.63K

Jun 30, 26

-171

0.00%

RIVERCHASE WEALTH MANAGEMENT, LLC

7.60K

Jun 30, 26

+16

0.00%

Silver Oak Advisory Group, Inc.

7.50K

Jun 30, 26

-100

0.00%

Porter White Investment Advisors, Inc.

7.44K

Jun 30, 26

+21

0.00%

ECLECTIC ASSOCIATES INC /ADV

7.43K

Jun 30, 26

-62

0.00%

Per Stirling Capital Management, LLC.

7.36K

Jun 30, 26

-361

0.00%

LAM GROUP, INC.

7.34K

Jun 30, 26

-215

0.00%

BAKER BOYER NATIONAL BANK

7.34K

Jun 30, 26

0.00%

Fisher Asset Management, LLC

7.33K

Jun 30, 26

+7.33K

0.00%

Lakeridge Wealth Management LLC

7.27K

Jun 30, 26

-8.43K

0.00%

SIMON QUICK ADVISORS, LLC

7.19K

Jun 30, 26

+7.19K

0.00%

OneAscent Financial Services LLC

7.18K

Jun 30, 26

0.00%

Index Fund Advisors, Inc.

6.94K

Jun 30, 26

+16

0.00%

Brindle & Bay Financial Advisors, LLC

6.80K

Jun 30, 26

+244

0.00%

GREAT VALLEY ADVISOR GROUP, INC.

6.78K

Jun 30, 26

0.00%

Liberty Capital Management, Inc.

6.74K

Jun 30, 26

+6.74K

0.00%

Cooper Financial Group

6.71K

Jun 30, 26

0.00%

Wedmont Private Capital

6.66K

Jun 30, 26

0.00%

Vawter Financial, Ltd.

6.64K

Jun 30, 26

0.00%

Sanctuary Advisors, LLC

6.60K

Jun 30, 26

+6.60K

0.00%

Kilner Capital Advisors, LLC

6.59K

Jun 30, 26

-3.79K

0.00%

Pine Harbor Wealth Management, LLC

6.54K

Jun 30, 26

0.00%

Gordian Advisors LLC

6.53K

Jun 30, 26

0.00%

CALTON & ASSOCIATES, INC.

6.37K

Jun 30, 26

+1.13K

0.00%

SIGNATUREFD, LLC

6.29K

Jun 30, 26

-9

0.00%

GARRISON POINT ADVISORS, LLC

6.28K

Jun 30, 26

+6.28K

0.00%

Shearwater Capital LLC

6.22K

Jun 30, 26

0.00%

FourThought Financial Partners, LLC

6.16K

Jun 30, 26

+66

0.00%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

6.14K

Jun 30, 26

0.00%

Essex Financial Services, Inc.

6.12K

Jun 30, 26

-472

0.00%

JOHNSON INVESTMENT COUNSEL INC

6.09K

Jun 30, 26

0.00%

Core Wealth Management, Inc.

6.05K

Jun 30, 26

0.00%

Friday Financial

5.99K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

5.95K

Jun 30, 26

0.00%

Graves Light Lenhart Wealth, Inc.

5.93K

Jun 30, 26

0.00%

CreativeOne Wealth, LLC

5.92K

Jun 30, 26

-103.50K

0.00%

Ascent Group, LLC

5.87K

Jun 30, 26

0.00%

BUILDER INVESTMENT GROUP INC /ADV

5.85K

Jun 30, 26

-4.76K

0.00%

Janney Montgomery Scott LLC

5.85K

Jun 30, 26

-1.57K

0.00%

Peterson Wealth Advisors, LLC

5.66K

Jun 30, 26

+13

0.00%

Ausdal Financial Partners, Inc.

5.58K

Jun 30, 26

-153

0.00%

Heritage Wealth Management, Inc. /CA/

5.55K

Jun 30, 26

0.00%

Emprise Bank

5.55K

Jun 30, 26

-4

0.00%

BIP Wealth, LLC

5.46K

Jun 30, 26

+5.46K

0.00%

Beacon Financial Strategies CORP

5.45K

Jun 30, 26

+1.56K

0.00%

STRATEGIC ADVISORY PARTNERS, LLC

5.43K

Jun 30, 26

0.00%

Family Office Research LLC

5.39K

Jun 30, 26

0.00%

CWS Financial Advisors, LLC

5.36K

Jun 30, 26

+451

0.00%

Miracle Mile Advisors, LLC

5.18K

Jun 30, 26

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

5.16K

Jun 30, 26

0.00%

D. E. Shaw & Co., Inc.

5.06K

Jun 30, 26

+5.06K

0.00%

Stonebridge Financial Group, LLC/CA

5.00K

Jun 30, 26

+5.00K

0.00%

Heritage Wealth Management, Inc./Texas

4.97K

Jun 30, 26

-70

0.00%

BOS Asset Management, LLC

4.96K

Jun 30, 26

0.00%

Next Level Wealth Planning, LLC

4.93K

Jun 30, 26

0.00%

Bridgewater Advisors Inc.

4.93K

Jun 30, 26

-1.77K

0.00%

KLCM Advisors, Inc.

4.92K

Jun 30, 26

+4.92K

0.00%

CENTRAL TRUST Co

4.91K

Jun 30, 26

+4.91K

0.00%

Lodestone Wealth Management LLC

4.89K

Jun 30, 26

-291

0.00%

TD Waterhouse Canada Inc.

4.88K

Jun 30, 26

+737

0.00%

Strategent Financial, LLC

4.82K

Jun 30, 26

0.00%

Goelzer Investment Management, Inc.

4.77K

Jun 30, 26

+4.77K

0.00%

Texas Bank & Trust Co

4.70K

Jun 30, 26

0.00%

Cresset Asset Management, LLC

4.69K

Jun 30, 26

0.00%

Gradient Capital Advisors, LLC

4.68K

Jun 30, 26

-347

0.00%

Opus Financial Solutions LLC

4.66K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

4.63K

Jun 30, 26

+2.40K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

4.62K

Jun 30, 26

-473

0.00%

True Wealth Design, LLC

4.60K

Jun 30, 26

0.00%

Nemes Rush Group LLC

4.58K

Jun 30, 26

+1.87K

0.00%

Qube Research & Technologies Ltd

4.58K

Jun 30, 26

+2.80K

0.00%

Bryant Woods Investment Advisors, LLC

4.55K

Jun 30, 26

+4.55K

0.00%

Prosperitas Financial LLC

4.51K

Jun 30, 26

+4.51K

0.00%

Simplicity Wealth,LLC

4.47K

Jun 30, 26

+4.47K

0.00%

VCI Wealth Management LLC

4.42K

Jun 30, 26

+4.42K

0.00%

Ameritas Advisory Services, LLC

4.41K

Jun 30, 26

+4.41K

0.00%

HEFFERNAN ADVISORY, INC

4.38K

Jun 30, 26

+4.38K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.31K

Jun 30, 26

+62

0.00%

AMERIPRISE FINANCIAL INC

4.31K

Jun 30, 26

+4.31K

0.00%

Navigate Wealth Management, LLC

4.30K

Jun 30, 26

0.00%

REGIONS FINANCIAL CORP

4.30K

Jun 30, 26

+4.30K

0.00%

Balanced Rock Investment Advisor

4.25K

Jun 30, 26

+4.25K

0.00%

Parallel Advisors, LLC

4.22K

Jun 30, 26

0.00%

B.O.S.S. Retirement Advisors, LLC

4.14K

Jun 30, 26

-443

0.00%

Fiduciary Alliance LLC

3.96K

Jun 30, 26

+3.96K

0.00%

Planned Solutions, Inc.

3.91K

Jun 30, 26

+3.91K

0.00%

Family Management Corp

3.87K

Jun 30, 26

+3.87K

0.00%

Peak Retirement Planning, Inc.

3.83K

Jun 30, 26

+3.83K

0.00%

IFG Advisory, LLC

3.77K

Jun 30, 26

-23

0.00%

Topsail Wealth Management, LLC

3.66K

Jun 30, 26

+1.00K

0.00%

Salomon & Ludwin, LLC

3.02K

Jun 30, 26

0.00%

Oakmont Advisory Group, LLC

2.83K

Jun 30, 26

+2.83K

0.00%

Pillar Financial Advisors, LLC

2.82K

Jun 30, 26

-47

0.00%

Synergy Investment Management, LLC

2.63K

Jun 30, 26

+628

0.00%

Federation des caisses Desjardins du Quebec

2.43K

Jun 30, 26

-2.52K

0.00%

HORIZON FINANCIAL SERVICES, LLC

2.39K

Jun 30, 26

0.00%

Kings Path Partners LLC

2.35K

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

2.15K

Jun 30, 26

-10.05K

0.00%

JONES FINANCIAL COMPANIES LLLP

1.98K

Jun 30, 26

+1.98K

0.00%

Geneos Wealth Management Inc.

1.88K

Jun 30, 26

0.00%

Evolution Advisers, Inc.

1.70K

Jun 30, 26

0.00%

Benson Wealth Management INC

1.59K

Jun 30, 26

0.00%

Asset Dedication, LLC

1.59K

Jun 30, 26

0.00%

Godfrey Financial Associates, Inc.

1.50K

Jun 30, 26

0.00%

Arlington Trust Co LLC

1.38K

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

1.27K

Jun 30, 26

+1.27K

0.00%

Banque Transatlantique SA

1.25K

Jun 30, 26

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.16K

Jun 30, 26

-238

0.00%

Orion Capital Management LLC

1.14K

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

1.10K

Jun 30, 26

-1

0.00%

Moisand Fitzgerald Tamayo, LLC

1.07K

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

957

Jun 30, 26

0.00%

Fort Vancouver Investment Management, LLC

922

Jun 30, 26

-902

0.00%

UMB Bank, n.a.

920

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

918

Jun 30, 26

+918

0.00%

Tradewinds Capital Management, LLC

805

Jun 30, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

684

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

488

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

415

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

401

Jun 30, 26

0.00%

Kilter Group LLC

375

Jun 30, 26

+12

0.00%

Fortitude Family Office, LLC

346

Jun 30, 26

0.00%

Operose Advisors LLC

308

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

248

Jun 30, 26

+248

0.00%

MPWM ADVISORY SOLUTIONS, LLC

204

Jun 30, 26

0.00%

Corsicana & Co.

180

Jun 30, 26

+180

0.00%

Hurley Capital, LLC

174

Jun 30, 26

0.00%

Quent Capital, LLC

171

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

115

Jun 30, 26

0.00%

Key Capital Management, INC

100

Jun 30, 26

+100

0.00%

West Financial Advisors, LLC

Jun 30, 26

+12

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Burk Holdings LLC

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-101

Steward Partners Investment Advisory, LLC

Jun 30, 26

-431

Brinker Capital Investments, LLC

Jun 30, 26

-56.32K

Golden State Equity Partners

Jun 30, 26

-9.65K

Wealth Preservation Advisors, LLC

Jun 30, 26

-4.57K

DOPKINS WEALTH MANAGEMENT, LLC

Jun 30, 26

-5.86K

Ronald Blue Trust, Inc.

Jun 30, 26

-7.36K

Talisman Wealth Advisors LLC

Jun 30, 26

-18.04K

CPA Asset Management LLC

Jun 30, 26

-6.21K

Discipline Wealth Solutions, LLC

Jun 30, 26

-6.40K

OAK HARBOR WEALTH PARTNERS, LLC

Jun 30, 26

-1.12K

EVOKE WEALTH, LLC

Jun 30, 26

-2.54M

BCR Wealth Strategies, LLC

Jun 30, 26

-82.82K

Broadhurst Jeffrey B

Jun 30, 26

-13.03K

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

Jun 30, 26

-6.98K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-1.05K

HRT FINANCIAL LP

Jun 30, 26

-16.47K

Approach Retirement Advisors, LLC

Jun 30, 26

-16.74K

Spire Wealth Management

Jun 30, 26

-1.79K

Financial Connections Group, Inc.

962.98K

Mar 31, 26

-2.98K

0.41%

U.S. Capital Wealth Advisors, LLC

210.83K

Mar 31, 26

-1.33K

0.09%

Skopos Labs, Inc.

28.32K

Mar 31, 26

+28.32K

0.01%

Evanson Asset Management, LLC

27.55K

Mar 31, 26

+187

0.01%

CWM, LLC

23.29K

Mar 31, 26

+288

0.01%

EXENCIAL WEALTH ADVISORS, LLC

21.61K

Mar 31, 26

+50

0.01%

Claris Financial LLC

9.25K

Mar 31, 26

+1.00K

0.00%

SOL Capital Management CO

Mar 31, 26

-20.97K

VanderPol Investments L.L.C.

13.24K

Dec 31, 25

+177

0.01%

LongView Asset Management LLC

4.84K

Dec 31, 25

-307

0.00%

COMERICA BANK

Dec 31, 25

-370

Total Wealth Planning, LLC

Dec 31, 25

-9.00K

Hemington Wealth Management

2.19M

Sep 30, 25

+56.12K

0.92%

PBMares Wealth Management LLC

1.00M

Sep 30, 25

+90.98K

0.42%

Willow Creek Wealth Management Inc.

365.65K

Sep 30, 25

-2.33K

0.15%

Binnacle Investments Inc

318.64K

Sep 30, 25

+7.63K

0.13%

Sterling Financial Group, Inc.

86.51K

Sep 30, 25

-4.79K

0.04%

Wealthstream Advisors, Inc.

6.56K

Sep 30, 25

0.00%

Promus Capital, LLC

4.62K

Sep 30, 25

0.00%

Martin Worley Group

223.97K

Jun 30, 25

+1.95K

0.09%

Waypoint Wealth Partners Inc.

16.15K

Jun 30, 25

+16.15K

0.01%

Congress Wealth Management LLC / DE /

13.09K

Jun 30, 25

-1.46K

0.01%

KRAFT ASSET MANAGEMENT, LLC

11.97K

Jun 30, 25

-310

0.01%

Atria Wealth Solutions, Inc.

7.49K

Jun 30, 25

-1.33K

0.00%

Blue Oak Capital, LLC

5.18K

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-102

Rappaport Reiches Capital Management, LLC

1.07M

Mar 31, 25

+57.39K

0.45%

Aveo Capital Partners, LLC

1.01M

Mar 31, 25

+51.46K

0.43%

Orion Portfolio Solutions, LLC

54.63K

Mar 31, 25

+5.83K

0.02%

Cahill Wealth Management, LLC

19.58K

Mar 31, 25

-33

0.01%

Michael A. Dubis Financial Planning, LLC

8.17K

Mar 31, 25

0.00%

WMS Partners, LLC

220.31K

Dec 31, 24

-934

0.09%

Sanctuary Wealth Management, L.L.C.

14.23K

Dec 31, 24

-13.73K

0.01%

Cassady Schiller Wealth Management, LLC

6.22K

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

5.66K

Dec 31, 24

0.00%

Bridge Advisory, LLC

208.06K

Sep 30, 24

+4.62K

0.09%

Waypoint Capital Advisors, LLC

179.56K

Sep 30, 24

0.08%

Raymond James Financial Services Advisors, Inc.

158.00K

Sep 30, 24

-2.54K

0.07%

Annapolis Financial Services, LLC

126.52K

Sep 30, 24

-1.19K

0.05%

RAYMOND JAMES & ASSOCIATES

74.92K

Sep 30, 24

-4.11K

0.03%

LifePro Asset Management

8.69K

Sep 30, 24

-124

0.00%

First Personal Financial Services

3.58K

Sep 30, 24

+3.58K

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

1.65M

Jun 30, 24

-10.78K

0.70%

Private Ocean, LLC

504.61K

Jun 30, 24

+1.39K

0.21%

WALDEN WEALTH PARTNERS LLC

249.37K

Jun 30, 24

+9.45K

0.10%

Relative Value Partners Group, LLC

Jun 30, 24

-284.73K

FirstPurpose Wealth LLC

1.09M

Mar 31, 24

+27.09K

0.46%

Cetera Advisor Networks LLC

148.88K

Mar 31, 24

+10.91K

0.06%

Bromfield Sneider Wealth Advisors

23.27K

Mar 31, 24

+809

0.01%

ML & R WEALTH MANAGEMENT LLC

8.93K

Mar 31, 24

-4.10K

0.00%

SOUNDMARK WEALTH MANAGEMENT, LLC

5.57K

Mar 31, 24

+5.57K

0.00%

WEALTHSOURCE PARTNERS, LLC

336.50K

Dec 31, 23

-7.06K

0.14%

PATHSTONE FAMILY OFFICE, LLC

552.18K

Sep 30, 23

+293.79K

0.23%

TRIAD FINANCIAL ADVISORS, INC.

35.28K

Sep 30, 23

+4.37K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

15.22K

Sep 30, 23

-1.75K

0.01%

BRIGGS ADVISORY GROUP, INC.

13.11K

Sep 30, 23

0.01%

Column Capital Advisors, LLC

12.52K

Sep 30, 23

+7.46K

0.01%

Steward Financial Group LLC

5.84K

Sep 30, 23

0.00%

Silicon Hills Wealth Management, LLC

48.31K

Jun 30, 23

-859

0.02%

Parsec Financial Management, Inc.

4.15M

Mar 31, 23

+455.14K

1.75%

Brainard Capital Management LLC

199.86K

Mar 31, 23

+40.14K

0.08%

Baldrige Asset Management LLC

79.46K

Mar 31, 23

+978

0.03%

STONNINGTON GROUP, LLC

10.10K

Mar 31, 23

+500

0.00%

Laurel Wealth Advisors, Inc.

85.28K

Dec 31, 22

+38.25K

0.04%

Capital Financial Services, LLC

27.42K

Dec 31, 22

+6.67K

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

121.58K

Sep 30, 22

-820.60K

0.05%

CPWM, LLC

92.35K

Sep 30, 22

-101.10K

0.04%

BLUESTEIN R H & CO LLC

12.99K

Sep 30, 22

+2.66K

0.01%

55I, LLC

Sep 30, 22

-8.71K

Cordasco Financial Network

Jun 30, 22

0.00%

Adams Chetwood Wealth Management LLC

350.78K

Mar 31, 22

+23.20K

0.15%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

135.35K

Mar 31, 22

-50.46K

0.06%

Dixon Hughes Goodman Wealth Advisors LLC

61.05K

Mar 31, 22

+59.18K

0.03%

Carroll Financial Associates, Inc.

Dec 31, 21

-139

NEXT Financial Group, Inc

Dec 31, 21

-800

Homrich & Berg

177.95K

Sep 30, 21

+44.38K

0.07%

HATTON CONSULTING, INC.

8.54K

Sep 30, 21

+23

0.00%

OAKWOOD CAPITAL MANAGEMENT LLC/CA

743.88K

Jun 30, 21

+36.26K

0.31%

USCA RIA LLC

58.42K

Jun 30, 21

+36.49K

0.02%

WealthStone, Inc.

Mar 31, 21

-296.08K