Dimensional - Emerging Markets Core Equity 2 ETF(DFEM)

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Dimensional - Emerging Markets Core Equity 2 ETF(DFEM)

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$40.09—

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DFEM(DFEM)

DFEM

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Institutional Ownership

Top 676 Institutional Holders

Holder	Shares	Date	Change	% Held
Forum Financial Management, LP	15.77M	Jun 30, 26	-636.65K	6.52%
Colony Group, LLC	9.90M	Jun 30, 26	+884.73K	4.09%
Buckingham Strategic Partners	8.82M	Jun 30, 26	+1.12M	3.65%
Sequoia Financial Advisors, LLC	5.30M	Jun 30, 26	-46.24K	2.19%
Truepoint, Inc.	4.96M	Jun 30, 26	-322.35K	2.05%
Savant Capital, LLC	4.38M	Jun 30, 26	+148.69K	1.81%
HBK Sorce Advisory LLC	3.35M	Jun 30, 26	+105.41K	1.39%
FORVIS Wealth Advisors, LLC	3.21M	Jun 30, 26	+119.36K	1.33%
HighTower Advisors, LLC	3.19M	Jun 30, 26	-27.93K	1.32%
Parcion Private Wealth LLC	2.60M	Jun 30, 26	-75.06K	1.08%
Asset Dedication, LLC	2.46M	Jun 30, 26	-21.51K	1.02%
CI Private Wealth, LLC	2.34M	Jun 30, 26	-4.69M	0.97%
JMG Financial Group, Ltd.	2.33M	Jun 30, 26	+21.24K	0.96%
MASECO LLP	2.31M	Jun 30, 26	+61.34K	0.95%
Evensky & Katz LLC	2.29M	Jun 30, 26	-76.51K	0.94%
Greenspring Advisors, LLC	2.28M	Jun 30, 26	-39.35K	0.94%
LPL Financial LLC	2.27M	Jun 30, 26	+210.34K	0.94%
Rockwood Wealth Management, LLC	2.16M	Jun 30, 26	-97.42K	0.89%
RW Investment Management LLC	1.95M	Jun 30, 26	-19.16K	0.81%
AWM CAPITAL, LLC	1.91M	Jun 30, 26	+100.34K	0.79%
BANK OF MONTREAL /CAN/	1.79M	Jun 30, 26	+55.55K	0.74%
Beacon Pointe Advisors, LLC	1.78M	Jun 30, 26	+32.07K	0.73%
Apella Capital, LLC	1.67M	Jun 30, 26	+9.49K	0.69%
Sageworth Trust Co	1.58M	Jun 30, 26	-74.02K	0.65%
Symmetry Partners, LLC	1.49M	Jun 30, 26	+15.42K	0.61%
Mariner, LLC	1.48M	Jun 30, 26	+132.59K	0.61%
ENVESTNET ASSET MANAGEMENT INC	1.47M	Jun 30, 26	-27.06K	0.61%
Hill Investment Group Partners, LLC	1.39M	Jun 30, 26	-49.29K	0.57%
EnRich Financial Partners LLC	1.20M	Jun 30, 26	-70.99K	0.50%
Plancorp, LLC	1.19M	Jun 30, 26	+90.32K	0.49%
BRIGHTON JONES LLC	1.16M	Jun 30, 26	+33.03K	0.48%
MOSAIC FAMILY WEALTH PARTNERS, LLC	1.12M	Jun 30, 26	+55.97K	0.46%
Resources Investment Advisors, LLC.	1.11M	Jun 30, 26	+33.10K	0.46%
GREAT OAK CAPITAL PARTNERS, LLC	1.09M	Jun 30, 26	-14.57K	0.45%
MERCER GLOBAL ADVISORS INC /ADV	1.08M	Jun 30, 26	+29.01K	0.45%
Burton Enright Welch	1.07M	Jun 30, 26	+41.56K	0.44%
Elser Financial Planning, Inc	1.04M	Jun 30, 26	-5.48K	0.43%
Oakwell Private Wealth Management, LLC	1.04M	Jun 30, 26	-82.23K	0.43%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.03M	Jun 30, 26	-77.34K	0.43%
Rather & Kittrell, Inc.	1.02M	Jun 30, 26	-9.23K	0.42%
Rockbridge Investment Management, LCC	985.39K	Jun 30, 26	+44.10K	0.41%
Seaside Wealth Management, Inc.	957.96K	Jun 30, 26	-7.24K	0.40%
Kooman & Associates	954.93K	Jun 30, 26	-44.58K	0.39%
NORTHERN TRUST CORP	953.84K	Jun 30, 26	+896.30K	0.39%
OLD MISSION CAPITAL LLC	947.72K	Jun 30, 26	+511.87K	0.39%
Betterment LLC	933.44K	Jun 30, 26	+7.97K	0.39%
MONOGRAPH WEALTH ADVISORS, LLC	912.43K	Jun 30, 26	+10.10K	0.38%
Leading Edge Financial Planning LLC	908.46K	Jun 30, 26	+39.76K	0.38%
Your Advocates Ltd., LLP	837.47K	Jun 30, 26	-39.69K	0.35%
First Financial Bank - Trust Division	817.94K	Jun 30, 26	-88.11K	0.34%
Vestmark Advisory Solutions, Inc.	787.82K	Jun 30, 26	-211.70K	0.33%
BANK OF AMERICA CORP /DE/	785.08K	Jun 30, 26	-19.23K	0.32%
Financial Plan, Inc.	763.90K	Jun 30, 26	+33.71K	0.32%
PEAPACK GLADSTONE FINANCIAL CORP	757.74K	Jun 30, 26	+51.38K	0.31%
Sensible Money, LLC	751.42K	Jun 30, 26	-1.32K	0.31%
Peterson Wealth Advisors, LLC	721.03K	Jun 30, 26	+20.78K	0.30%
DiNuzzo Private Wealth, Inc.	716.84K	Jun 30, 26	-23.35K	0.30%
Fundamentum, LLC	711.91K	Jun 30, 26	-5.23K	0.29%
Syverson Strege & Co	709.28K	Jun 30, 26	-37.79K	0.29%
AdvisorNet Financial, Inc	700.96K	Jun 30, 26	+12.57K	0.29%
Financial Engines Advisors L.L.C.	685.30K	Jun 30, 26	+31.49K	0.28%
RS CRUM INC.	669.82K	Jun 30, 26	-8.42K	0.28%
KEB ASSET MANAGEMENT, LLC	649.27K	Jun 30, 26	+59.54K	0.27%
Integris Wealth Management, LLC	644.88K	Jun 30, 26	-31.71K	0.27%
Tencap Wealth Coaching, LLC	640.31K	Jun 30, 26	+40.20K	0.26%
Eaton-Cambridge Inc.	638.71K	Jun 30, 26	-16.91K	0.26%
CHOREO, LLC	632.24K	Jun 30, 26	+616.53K	0.26%
BCR Wealth Strategies, LLC	611.16K	Jun 30, 26	+23.47K	0.25%
Miramar Fiduciary Corp	610.77K	Jun 30, 26	-291.71K	0.25%
GOLDMAN SACHS GROUP INC	608.71K	Jun 30, 26	+343.47K	0.25%
RFG Advisory, LLC	602.16K	Jun 30, 26	-35.81K	0.25%
Evanson Financial, LLC	599.75K	Jun 30, 26	+599.75K	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	594.66K	Jun 30, 26	-3.75K	0.25%
Pinnacle Financial Group, LLC / IL	591.60K	Jun 30, 26	+11.19K	0.24%
Integrated Wealth Concepts LLC	590.37K	Jun 30, 26	+321.55K	0.24%
Stordahl Capital Management, Inc.	579.86K	Jun 30, 26	-34.84K	0.24%
Heritage Investment Group, Inc.	571.80K	Jun 30, 26	+2.60K	0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	571.29K	Jun 30, 26	+343.92K	0.24%
Woodward Financial Advisors, Inc.	563.55K	Jun 30, 26	+563.55K	0.23%
Emprise Bank	561.47K	Jun 30, 26	+16.90K	0.23%
Aspen Capital Management, LLC	557.71K	Jun 30, 26	+23.34K	0.23%
Creative Planning	553.75K	Jun 30, 26	+13.00K	0.23%
Discipline Wealth Solutions, LLC	553.07K	Jun 30, 26	+80.20K	0.23%
Private Wealth Management Group, LLC	550.56K	Jun 30, 26	-10.85K	0.23%
Cambridge Financial Group, LLC	544.36K	Jun 30, 26	+2.73K	0.22%
Cambridge Investment Research Advisors, Inc.	537.61K	Jun 30, 26	+82.18K	0.22%
Concurrent Investment Advisors, LLC	529.51K	Jun 30, 26	+22.09K	0.22%
CAPSTONE CAPITAL LLC	522.39K	Jun 30, 26	-1.89K	0.22%
Henrickson Nauta Wealth Advisors, Inc.	515.02K	Jun 30, 26	+19.16K	0.21%
Ballentine Capital Advisors, Inc	514.82K	Jun 30, 26	-29.00K	0.21%
Curated Wealth Partners LLC	514.47K	Jun 30, 26	+514.47K	0.21%
Leonard Rickey Investment Advisors P.L.L.C.	503.49K	Jun 30, 26	-2.44K	0.21%
Versant Capital Management, Inc	501.59K	Jun 30, 26	+194.96K	0.21%
Schoolcraft Capital LLC	495.10K	Jun 30, 26	-19.74K	0.20%
Squire Investment Management Company, LLC	488.61K	Jun 30, 26	+7.97K	0.20%
SRS Capital Advisors, Inc.	478.61K	Jun 30, 26	-57.24K	0.20%
Flagstone Financial Management	477.39K	Jun 30, 26	-10.40K	0.20%
DecisionPoint Financial, LLC	474.96K	Jun 30, 26	+38.33K	0.20%
von Borstel & Associates, Inc.	473.29K	Jun 30, 26	-10.01K	0.20%
Kondo Wealth Advisors, Inc.	464.51K	Jun 30, 26	+5.75K	0.19%
Equita Financial Network, Inc.	463.93K	Jun 30, 26	+528	0.19%
Peirce Capital Management, LLC	459.34K	Jun 30, 26	-17.69K	0.19%
Straight Path Wealth Management	451.03K	Jun 30, 26	-7.93K	0.19%
Financial Planning Navigators CORP	450.59K	Jun 30, 26	-29.17K	0.19%
Planning Center, Inc.	450.06K	Jun 30, 26	-31.68K	0.19%
CARDIFF PARK ADVISORS, LLC	447.96K	Jun 30, 26	+24.70K	0.19%
Verisail Partners, LLC	447.32K	Jun 30, 26	-13.60K	0.18%
Allworth Financial LP	446.85K	Jun 30, 26	-19.79K	0.18%
CLUNE & ASSOCIATES, LTD.	434.61K	Jun 30, 26	+119.16K	0.18%
Financial Symmetry Inc	423.71K	Jun 30, 26	+13.69K	0.18%
Trust Co of the South	418.17K	Jun 30, 26	+79.97K	0.17%
Conrad Siegel Investment Advisors, Inc.	410.24K	Jun 30, 26	+115.67K	0.17%
Mattern Wealth Management LLC	404.47K	Jun 30, 26	+97.25K	0.17%
Level Financial Advisors, Inc.	404.24K	Jun 30, 26	+16.56K	0.17%
Hassell Wealth Management, LLC	402.62K	Jun 30, 26	-631	0.17%
Delap Wealth Advisory, LLC	400.45K	Jun 30, 26	+4.27K	0.17%
BFSG, LLC	380.73K	Jun 30, 26	-27.85K	0.16%
Foundation Wealth Management, LLC\PA	378.14K	Jun 30, 26	+23.52K	0.16%
TRUIST FINANCIAL CORP	377.53K	Jun 30, 26	+163.35K	0.16%
NORTHWEST WEALTH MANAGEMENT, LLC	376.00K	Jun 30, 26	+30.23K	0.16%
GLENMEDE TRUST CO NA	373.43K	Jun 30, 26	+349.96K	0.15%
Brady Martz Wealth Solutions, LLC	373.28K	Jun 30, 26	-1.66K	0.15%
HMV Wealth Advisors, LLC	367.57K	Jun 30, 26	+23.02K	0.15%
Kaufman Rossin Wealth, LLC	362.47K	Jun 30, 26	+19.68K	0.15%
Hurlow Wealth Management Group, Inc.	359.68K	Jun 30, 26	+34.93K	0.15%
FAMILY WEALTH PARTNERS, LLC	355.94K	Jun 30, 26	+16.43K	0.15%
JGP Wealth Management, LLC	350.78K	Jun 30, 26	+5.37K	0.14%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	348.44K	Jun 30, 26	+239.94K	0.14%
Midwest Trust Co	345.65K	Jun 30, 26	+34.54K	0.14%
NewEdge Advisors, LLC	343.95K	Jun 30, 26	+19.62K	0.14%
Blume Capital Management, Inc.	342.99K	Jun 30, 26	-750	0.14%
New Dimensions Wealth Management, LLC	342.27K	Jun 30, 26	-7.69K	0.14%
RAYMOND JAMES FINANCIAL INC	341.53K	Jun 30, 26	+161.17K	0.14%
Physician Wealth Solutions Inc.	337.69K	Jun 30, 26	-9.42K	0.14%
Integrity Advisory Solutions, LLC	337.01K	Jun 30, 26	+18.13K	0.14%
TFO-TDC, LLC	336.37K	Jun 30, 26	+163.81K	0.14%
JACKSON THORNTON ASSET MANAGEMENT, LLC	334.00K	Jun 30, 26	-3.62K	0.14%
Rachor Investment Advisory Services, LLC	332.82K	Jun 30, 26	-31.80K	0.14%
Causey Wealth LLC	324.53K	Jun 30, 26	-2.75K	0.13%
BCU Wealth Advisors, LLC	324.11K	Jun 30, 26	-22.80K	0.13%
Burk Holdings LLC	321.63K	Jun 30, 26	+2.74K	0.13%
Krilogy Financial LLC	319.99K	Jun 30, 26	-7.24K	0.13%
ADVISOR GROUP HOLDINGS, INC.	318.72K	Jun 30, 26	+148.04K	0.13%
Cravens & Co Advisors, LLC	316.94K	Jun 30, 26	-70.75K	0.13%
Vannoy Advisory Group, Inc.	310.40K	Jun 30, 26	-8.60K	0.13%
Foundations Investment Advisors, LLC	309.98K	Jun 30, 26	+11.83K	0.13%
JFS WEALTH ADVISORS, LLC	308.21K	Jun 30, 26	+64.74K	0.13%
HTG Investment Advisors, Inc.	305.76K	Jun 30, 26	+5.33K	0.13%
Timonier Family Office, LTD.	303.64K	Jun 30, 26	+303.64K	0.13%
Mills Wealth Advisors LLC	302.69K	Jun 30, 26	-2.27K	0.13%
Fortitude Family Office, LLC	302.03K	Jun 30, 26	-1.66K	0.12%
Ruedi Wealth Management, Inc.	301.96K	Jun 30, 26	-729	0.12%
Prospect Financial Group LLC	297.94K	Jun 30, 26	-17.93K	0.12%
Friday Financial	297.22K	Jun 30, 26	+27.14K	0.12%
One Degree Advisors Inc	296.68K	Jun 30, 26	+5.76K	0.12%
Watchman Group, Inc.	295.11K	Jun 30, 26	-35.13K	0.12%
SCRATCH CAPITAL LLC	285.36K	Jun 30, 26	+21.77K	0.12%
Tilson Financial Group, Inc.	285.17K	Jun 30, 26	+7.46K	0.12%
Hippocratic Financial Advisors, LLC	275.41K	Jun 30, 26	+6.31K	0.11%
SwitchPoint Financial Planning, LLC	270.39K	Jun 30, 26	+13.19K	0.11%
XY Planning Network, Inc.	269.50K	Jun 30, 26	+16.10K	0.11%
United Wealth Management, LLC	269.49K	Jun 30, 26	-3.70K	0.11%
American Investment Services, Inc.	269.46K	Jun 30, 26	-100	0.11%
Clarity Wealth Development LLC	262.59K	Jun 30, 26	+25.21K	0.11%
BCO Wealth Management LLC	262.32K	Jun 30, 26	+3.15K	0.11%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	261.96K	Jun 30, 26	-54.43K	0.11%
Bank of New York Mellon Corp	258.32K	Jun 30, 26	-191.02K	0.11%
Wealth Advisors Northwest LLC	256.71K	Jun 30, 26	+4.33K	0.11%
SC&H Financial Advisors, Inc.	255.34K	Jun 30, 26	+6.28K	0.11%
Lutz Financial Services LLC	254.37K	Jun 30, 26	+8.69K	0.11%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	250.97K	Jun 30, 26	+2.56K	0.10%
QUARRY HILL ADVISORS, LLC	244.28K	Jun 30, 26	-3.77K	0.10%
B&D White Capital Company, LLC	240.10K	Jun 30, 26	-2.11K	0.10%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	237.36K	Jun 30, 26	+13.55K	0.10%
Financial Harvest, LLC	234.72K	Jun 30, 26	+14.13K	0.10%
Hiley Hunt Wealth Management	231.18K	Jun 30, 26	-5.77K	0.10%
CLIENT 1ST ADVISORY GROUP, LLC	230.18K	Jun 30, 26	-1.24K	0.10%
STUDIO INVESTMENT MANAGEMENT LLC	225.02K	Jun 30, 26	+8.02K	0.09%
KEYVANTAGE WEALTH, LLC	222.66K	Jun 30, 26	+4.38K	0.09%
Gradient Capital Advisors, LLC	222.16K	Jun 30, 26	-7.32K	0.09%
Pacific Asset Management, LLC	221.57K	Jun 30, 26	+280	0.09%
Brinker Capital Investments, LLC	219.70K	Jun 30, 26	+964	0.09%
Passive Capital Management, LLC.	217.98K	Jun 30, 26	-10.22K	0.09%
LIBERTY WEALTH MANAGEMENT LLC	214.99K	Jun 30, 26	--	0.09%
MML INVESTORS SERVICES, LLC	210.13K	Jun 30, 26	-16.58K	0.09%
Tillman Hartley LLC	208.02K	Jun 30, 26	-29.31K	0.09%
HBE Wealth Management, LLC	203.63K	Jun 30, 26	+45.12K	0.08%
O'Connor Financial Group LLC	200.19K	Jun 30, 26	-19.62K	0.08%
Parkwoods Wealth Partners, LLC	198.27K	Jun 30, 26	+43.29K	0.08%
Klaas Financial Asset Advisors, LLC	196.52K	Jun 30, 26	-5.32K	0.08%
E-Wealth Partners, LLC	196.01K	Jun 30, 26	+2.31K	0.08%
BEACON HILL WEALTH MANAGEMENT LTD.	192.16K	Jun 30, 26	+192.16K	0.08%
KFG WEALTH MANAGEMENT, LLC	186.48K	Jun 30, 26	-3.29K	0.08%
MISSION WEALTH MANAGEMENT, LP	186.27K	Jun 30, 26	+162.50K	0.08%
Kestra Advisory Services, LLC	184.78K	Jun 30, 26	+2.05K	0.08%
VESTIA PERSONAL WEALTH ADVISORS	181.74K	Jun 30, 26	+7.08K	0.08%
DAVENPORT & Co LLC	180.35K	Jun 30, 26	-66.81K	0.07%
ARK & TLK INVESTMENTS, LLC	179.43K	Jun 30, 26	-10.87K	0.07%
Longview Financial Advisors LLC	176.58K	Jun 30, 26	-7.00K	0.07%
HB Wealth Management, LLC	176.57K	Jun 30, 26	-11.42K	0.07%
Foundry Financial LLC	175.77K	Jun 30, 26	+18.42K	0.07%
AQR CAPITAL MANAGEMENT LLC	175.13K	Jun 30, 26	+40.38K	0.07%
PARK AVENUE SECURITIES LLC	174.56K	Jun 30, 26	+25.25K	0.07%
Vantage Point Financial LLC	174.18K	Jun 30, 26	+8.59K	0.07%
Geneos Wealth Management Inc.	173.74K	Jun 30, 26	+1.20K	0.07%
CLARIS ADVISORS, LLC / MO /	171.25K	Jun 30, 26	+10.14K	0.07%
Arcadia Wealth Management, Inc.	166.77K	Jun 30, 26	+2.33K	0.07%
Vistica Wealth Advisors, LLC	165.83K	Jun 30, 26	+10.51K	0.07%
LifeGuide Financial Advisors, LLC	165.47K	Jun 30, 26	-2.07K	0.07%
Cloud Capital Management, LLC	163.82K	Jun 30, 26	+13.26K	0.07%
SageOak Financial, LLC	163.45K	Jun 30, 26	-15.76K	0.07%
RCS Financial Planning, LLC	155.51K	Jun 30, 26	-6.48K	0.06%
Sageworth Trust Co of South Dakota	155.28K	Jun 30, 26	+34.73K	0.06%
Apollon Wealth Management, LLC	154.67K	Jun 30, 26	+39.05K	0.06%
JPMORGAN CHASE & CO	154.08K	Jun 30, 26	-2.46K	0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	152.96K	Jun 30, 26	+32.81K	0.06%
Modera Wealth Management, LLC	150.25K	Jun 30, 26	+129.71K	0.06%
Prism Planning Partners LLC	148.27K	Jun 30, 26	+1.18K	0.06%
Modern Wealth Management, LLC	147.83K	Jun 30, 26	-21.78K	0.06%
EP Wealth Advisors, LLC	146.23K	Jun 30, 26	+9.59K	0.06%
NorthAvenue LLC	142.45K	Jun 30, 26	-3.71K	0.06%
Helen Stephens Group, LLC	140.67K	Jun 30, 26	+13.52K	0.06%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	139.58K	Jun 30, 26	+4.44K	0.06%
Avant Financial Advisors LLC	137.05K	Jun 30, 26	-422	0.06%
TCI Wealth Advisors, Inc.	134.11K	Jun 30, 26	-1.38K	0.06%
Pillar Financial Advisors, LLC	132.82K	Jun 30, 26	+806	0.05%
CogentBlue Wealth Advisors, LLC	131.40K	Jun 30, 26	+439	0.05%
American Capital Advisory, LLC	131.31K	Jun 30, 26	+7.14K	0.05%
UBS ASSET MANAGEMENT AMERICAS INC	128.72K	Jun 30, 26	--	0.05%
Farther Finance Advisors, LLC	128.66K	Jun 30, 26	-2.93K	0.05%
Hutchens & Kramer Investment Management Group, LLC	128.59K	Jun 30, 26	-3.67K	0.05%
Visionary Wealth Advisors	127.45K	Jun 30, 26	+1.60K	0.05%
RIVERCHASE WEALTH MANAGEMENT, LLC	127.30K	Jun 30, 26	+541	0.05%
BetterWealth, LLC	126.77K	Jun 30, 26	-995	0.05%
VISTA CAPITAL PARTNERS, INC.	122.90K	Jun 30, 26	+6.97K	0.05%
JANE STREET GROUP, LLC	121.43K	Jun 30, 26	-979.39K	0.05%
FIDUCIARY FINANCIAL GROUP, LLC	120.85K	Jun 30, 26	+6.06K	0.05%
Porter White Investment Advisors, Inc.	119.48K	Jun 30, 26	-80	0.05%
Outbound Financial Inc	119.41K	Jun 30, 26	-531	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	117.39K	Jun 30, 26	+73.57K	0.05%
Rehmann Capital Advisory Group	116.94K	Jun 30, 26	-2.03K	0.05%
LEGACY FINANCIAL GROUP, INC.	115.28K	Jun 30, 26	+6.25K	0.05%
Accurate Wealth Management, LLC	111.89K	Jun 30, 26	+924	0.05%
Family Office Research LLC	111.25K	Jun 30, 26	+3.23K	0.05%
SJS Investment Consulting Inc.	109.19K	Jun 30, 26	-2.11K	0.05%
Kane Co Wealth Management, Inc.	107.44K	Jun 30, 26	+1.71K	0.04%
Platform Wealth Management, LLC	105.36K	Jun 30, 26	+105.36K	0.04%
Sowell Financial Services LLC	104.17K	Jun 30, 26	+598	0.04%
Shore Point Advisors, LLC	104.04K	Jun 30, 26	+7.30K	0.04%
Simplicity Wealth,LLC	103.59K	Jun 30, 26	+12.63K	0.04%
CAPTRUST FINANCIAL ADVISORS	103.03K	Jun 30, 26	+1.02K	0.04%
Wheels Up Wealth, Inc.	100.93K	Jun 30, 26	-4.09K	0.04%
Gunpowder Capital Management, LLC dba Oliver Wealth Management	100.77K	Jun 30, 26	+9.18K	0.04%
CSP Financial Group, LLC	100.23K	Jun 30, 26	+9.67K	0.04%
Five Oceans Advisors	98.25K	Jun 30, 26	-2.19K	0.04%
Strengthening Families & Communities, LLC	97.98K	Jun 30, 26	+1.29K	0.04%
GRAND WEALTH MANAGEMENT, LLC	96.67K	Jun 30, 26	-12.72K	0.04%
Rialto Wealth Management, LLC	95.32K	Jun 30, 26	+16.88K	0.04%
JDH Wealth Management, LLC	94.94K	Jun 30, 26	+44	0.04%
Signature Resources Capital Management, LLC	94.86K	Jun 30, 26	-2.90K	0.04%
Shearwater Capital LLC	94.26K	Jun 30, 26	+10.68K	0.04%
Capstone Wealth Management, LLC	94.06K	Jun 30, 26	-2.27K	0.04%
Waterfront Wealth Inc.	93.37K	Jun 30, 26	-824	0.04%
AA Financial Advisors, LLC	90.52K	Jun 30, 26	-1.39K	0.04%
MORGAN STANLEY	86.47K	Jun 30, 26	-90.17K	0.04%
Private Advisory Group LLC	85.85K	Jun 30, 26	+85.85K	0.04%
CITIGROUP INC	84.66K	Jun 30, 26	+22.99K	0.03%
AXXCESS WEALTH MANAGEMENT, LLC	84.16K	Jun 30, 26	+84.16K	0.03%
JNBA Financial Advisors	83.71K	Jun 30, 26	-1.48K	0.03%
CFS Investment Advisory Services, LLC	82.73K	Jun 30, 26	-2.22K	0.03%
COGENT STRATEGIC WEALTH LLC	82.31K	Jun 30, 26	-4.72K	0.03%
Abel Hall, LLC	81.30K	Jun 30, 26	+3.36K	0.03%
Bridgewater Advisors Inc.	81.11K	Jun 30, 26	-27.14K	0.03%
ROYAL BANK OF CANADA	80.92K	Jun 30, 26	+31.02K	0.03%
JONES FINANCIAL COMPANIES LLLP	80.54K	Jun 30, 26	+36.58K	0.03%
BluePrint Investing LLC	80.30K	Jun 30, 26	+559	0.03%
Chicago Partners Investment Group LLC	80.24K	Jun 30, 26	+85	0.03%
Austin Wealth Management, LLC	80.19K	Jun 30, 26	-4.79K	0.03%
HEFFERNAN ADVISORY, INC	79.56K	Jun 30, 26	+1.86K	0.03%
SAX WEALTH ADVISORS, LLC	78.63K	Jun 30, 26	+78.63K	0.03%
ShankerValleau Wealth Advisors, Inc.	77.05K	Jun 30, 26	-3.11K	0.03%
SHUFRO ROSE & CO LLC	75.33K	Jun 30, 26	+3.96K	0.03%
Advisory Services Network, LLC	74.33K	Jun 30, 26	+9.16K	0.03%
Austin Asset Management Co Inc	74.24K	Jun 30, 26	-4.39K	0.03%
Abacus Planning Group, Inc.	73.67K	Jun 30, 26	+11.65K	0.03%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	73.28K	Jun 30, 26	-1.35K	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	72.41K	Jun 30, 26	+5.18K	0.03%
Vise Technologies, Inc.	72.31K	Jun 30, 26	+31.29K	0.03%
EverSource Wealth Advisors, LLC	72.28K	Jun 30, 26	-21.99K	0.03%
Valeo Financial Advisors, LLC	71.41K	Jun 30, 26	+59.64K	0.03%
Root Financial Partners, LLC	71.31K	Jun 30, 26	-2.52K	0.03%
RTD Financial Advisors, Inc.	70.10K	Jun 30, 26	+17.48K	0.03%
Strategent Financial, LLC	69.49K	Jun 30, 26	+2.50K	0.03%
M Holdings Securities, Inc.	69.22K	Jun 30, 26	-29.16K	0.03%
W.H. Cornerstone Investments Inc.	69.07K	Jun 30, 26	-10.61K	0.03%
Essential Planning, LLC.	68.72K	Jun 30, 26	+11.71K	0.03%
Triad Wealth Partners, LLC	67.68K	Jun 30, 26	+1.88K	0.03%
DOPKINS WEALTH MANAGEMENT, LLC	67.47K	Jun 30, 26	-312	0.03%
PW ADVISORS, LLC \ FL	65.75K	Jun 30, 26	-1.69K	0.03%
BDFS Capital LLC	65.34K	Jun 30, 26	+11.60K	0.03%
Keyes, Stange & Wooten Wealth Management, LLC	64.86K	Jun 30, 26	-6.31K	0.03%
Waverly Advisors, LLC	64.27K	Jun 30, 26	-526	0.03%
ENTRUST FINANCIAL LLC	64.06K	Jun 30, 26	-2.88K	0.03%
WorthPointe, LLC	62.80K	Jun 30, 26	-2.46K	0.03%
Smartleaf Asset Management LLC	60.37K	Jun 30, 26	--	0.02%
Perigon Wealth Management, LLC	59.53K	Jun 30, 26	+3.33K	0.02%
Nalls Sherbakoff Group, LLC	59.33K	Jun 30, 26	-2.53K	0.02%
Cerity Partners LLC	59.19K	Jun 30, 26	+944	0.02%
VeraBank, N.A.	58.90K	Jun 30, 26	-2.21K	0.02%
Warburton Capital Management, LLC	58.48K	Jun 30, 26	+1.54K	0.02%
FIDUCIARY FINANCIAL ADVISORS	58.41K	Jun 30, 26	+25.95K	0.02%
NWAM LLC	56.76K	Jun 30, 26	+1.73K	0.02%
Liberty Capital Management, Inc.	56.31K	Jun 30, 26	+56.31K	0.02%
Merit Financial Group, LLC	55.40K	Jun 30, 26	-3.39K	0.02%
PINNEY & SCOFIELD, INC.	55.20K	Jun 30, 26	+3.27K	0.02%
Savvy Advisors, Inc.	55.06K	Jun 30, 26	+2.88K	0.02%
Breakwater Capital Group	54.89K	Jun 30, 26	+186	0.02%
Sprinkle Financial Consultants LLC	54.40K	Jun 30, 26	+50	0.02%
Financial Alternatives, Inc	54.33K	Jun 30, 26	-371	0.02%
Index Fund Advisors, Inc.	54.25K	Jun 30, 26	+5.55K	0.02%
Security Financial Services, INC.	53.93K	Jun 30, 26	-7.56K	0.02%
Veratis Advisors, Inc.	52.42K	Jun 30, 26	+52.42K	0.02%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	51.90K	Jun 30, 26	+51.90K	0.02%
Tennessee Valley Asset Management Partners	50.59K	Jun 30, 26	+50.59K	0.02%
Navigate Wealth Management, LLC	50.11K	Jun 30, 26	+62	0.02%
Ballast Financial Advisors LLC	49.95K	Jun 30, 26	-1.65K	0.02%
Lodestone Wealth Management LLC	49.74K	Jun 30, 26	-1.00K	0.02%
FMB WEALTH MANAGEMENT	49.31K	Jun 30, 26	+4.52K	0.02%
Elite Life Management LLC	49.09K	Jun 30, 26	+12.60K	0.02%
ENTREWEALTH, LLC	48.68K	Jun 30, 26	-1.03K	0.02%
Applied Capital LLC	48.27K	Jun 30, 26	-3.01K	0.02%
Torren Management, LLC	47.67K	Jun 30, 26	-4.32K	0.02%
CITADEL ADVISORS LLC	47.48K	Jun 30, 26	-78.48K	0.02%
Core Wealth Management, Inc.	47.27K	Jun 30, 26	-1.35K	0.02%
BROWN ADVISORY INC	46.55K	Jun 30, 26	+6.25K	0.02%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	46.30K	Jun 30, 26	+7.03K	0.02%
Approach Retirement Advisors, LLC	46.28K	Jun 30, 26	-545	0.02%
Vestment Financial LLC	46.10K	Jun 30, 26	-717	0.02%
Ariadne Wealth Management, LP	45.89K	Jun 30, 26	+1.37K	0.02%
AssuredPartners Investment Advisors, LLC	45.35K	Jun 30, 26	+8.51K	0.02%
Meritas Wealth Management, LLC	45.30K	Jun 30, 26	-18	0.02%
Strathmore Capital Advisors, Inc.	44.21K	Jun 30, 26	+3.63K	0.02%
ENZI WEALTH	44.06K	Jun 30, 26	-4.52K	0.02%
Selective Wealth Management, Inc.	43.73K	Jun 30, 26	+22.36K	0.02%
UBS Group AG	43.35K	Jun 30, 26	+829	0.02%
Empire Financial Management Company, LLC	43.22K	Jun 30, 26	+700	0.02%
Avise Financial Cooperative, Inc.	42.60K	Jun 30, 26	-6.75K	0.02%
POINCIANA ADVISORS GROUP, LLC	42.35K	Jun 30, 26	-69	0.02%
Aegis Wealth Management LLC	42.23K	Jun 30, 26	-737	0.02%
WELLS FARGO & COMPANY/MN	40.54K	Jun 30, 26	+36.03K	0.02%
Canvas Wealth Advisors, LLC	39.76K	Jun 30, 26	+9.75K	0.02%
Integras Partners LLC	39.29K	Jun 30, 26	-461	0.02%
Quantinno Capital Management LP	39.22K	Jun 30, 26	+23.86K	0.02%
Wedmont Private Capital	39.11K	Jun 30, 26	+120	0.02%
Schubert & Co	38.88K	Jun 30, 26	+497	0.02%
First Financial Group Corp	37.46K	Jun 30, 26	+584	0.02%
Belleair Asset Management, LLC	36.71K	Jun 30, 26	+141	0.02%
Summit Financial, LLC	36.53K	Jun 30, 26	+239	0.02%
GeoWealth Management, LLC	36.13K	Jun 30, 26	+1.01K	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	36.02K	Jun 30, 26	-598	0.01%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	35.79K	Jun 30, 26	--	0.01%
Sensenig Capital Advisors, Inc	34.23K	Jun 30, 26	-114.82K	0.01%
Two West Capital Advisors LLC	34.16K	Jun 30, 26	-1.01K	0.01%
Gemmer Asset Management LLC	33.59K	Jun 30, 26	+3.43K	0.01%
RB Capital Management, LLC	33.57K	Jun 30, 26	+12.23K	0.01%
Live Oak Private Wealth LLC	32.97K	Jun 30, 26	-6.10K	0.01%
25 LLC	32.86K	Jun 30, 26	+1.52K	0.01%
SageView Advisory Group, LLC	32.21K	Jun 30, 26	-2.27K	0.01%
CreativeOne Wealth, LLC	31.41K	Jun 30, 26	+4.45K	0.01%
MORRIS FINANCIAL CONCEPTS, INC.	31.28K	Jun 30, 26	-2.19K	0.01%
Wealthcare Advisory Partners LLC	31.16K	Jun 30, 26	+3.33K	0.01%
BAYSHORE ASSET MANAGEMENT, LLC	30.80K	Jun 30, 26	+4	0.01%
Dala Group, LLC	30.39K	Jun 30, 26	-164	0.01%
Beacon Financial Advisory LLC	29.72K	Jun 30, 26	+3.63K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	29.31K	Jun 30, 26	+29.31K	0.01%
Clear Creek Financial Management, LLC	29.30K	Jun 30, 26	+543	0.01%
Valmark Advisers, Inc.	29.17K	Jun 30, 26	+2.78K	0.01%
HARBOUR INVESTMENTS, INC.	29.17K	Jun 30, 26	+2.15K	0.01%
Werba Rubin Papier Wealth Management	28.07K	Jun 30, 26	+873	0.01%
Daner Wealth Management, LLC	27.93K	Jun 30, 26	+2.96K	0.01%
FIRETHORN WEALTH PARTNERS, LLC	27.77K	Jun 30, 26	-776	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	27.76K	Jun 30, 26	+5.87K	0.01%
RF&L WEALTH MANAGEMENT, LLC	27.45K	Jun 30, 26	-1.09K	0.01%
Sterling Wealth Advisors Inc	27.06K	Jun 30, 26	-483	0.01%
Altiora Financial Group, LLC	26.91K	Jun 30, 26	+51	0.01%
Graves Light Lenhart Wealth, Inc.	26.72K	Jun 30, 26	-67.81K	0.01%
Wealthspire Advisors, LLC	26.30K	Jun 30, 26	+2	0.01%
Legacy Capital Wealth Partners, LLC	25.77K	Jun 30, 26	-1.43K	0.01%
Mission Hills Financial Advisory, LLC	25.50K	Jun 30, 26	+25.50K	0.01%
Lauterbach Financial Advisors, LLC	24.80K	Jun 30, 26	+175	0.01%
marrick wealth, LLC	24.58K	Jun 30, 26	-1.03K	0.01%
BURNEY CO/	22.80K	Jun 30, 26	-862	0.01%
Blossom Wealth Management	22.51K	Jun 30, 26	+1.03K	0.01%
SIGNATUREFD, LLC	22.10K	Jun 30, 26	-647	0.01%
Ridgeline Wealth, LLC	21.88K	Jun 30, 26	-625	0.01%
Disciplined Investments, LLC	21.68K	Jun 30, 26	+2.34K	0.01%
Brookstone Capital Management	21.49K	Jun 30, 26	+2.02K	0.01%
Global Financial Private Client, LLC	21.40K	Jun 30, 26	+7.82K	0.01%
GEM Asset Management, LLC	20.28K	Jun 30, 26	+137	0.01%
Nuveen, LLC	20.27K	Jun 30, 26	+20.27K	0.01%
Rockefeller Capital Management L.P.	20.17K	Jun 30, 26	+4.12K	0.01%
Joel Isaacson & Co., LLC	19.78K	Jun 30, 26	+19.78K	0.01%
Oath Planning, LLC	19.73K	Jun 30, 26	-96	0.01%
Higgins & Schmidt Wealth Strategies LLC	19.64K	Jun 30, 26	-1.11K	0.01%
USAdvisors Wealth Management, LLC	19.22K	Jun 30, 26	-383	0.01%
Arkadios Wealth Advisors	19.13K	Jun 30, 26	+1	0.01%
E6 Portfolios, LLC	18.88K	Jun 30, 26	-699	0.01%
Opulen Financial Group LLC	18.61K	Jun 30, 26	+2.37K	0.01%
FMR LLC	18.55K	Jun 30, 26	+1.17K	0.01%
Chico Wealth RIA	18.23K	Jun 30, 26	--	0.01%
Oceanside Advisors LLC	18.06K	Jun 30, 26	-180	0.01%
Astra Wealth Partners LLC	18.02K	Jun 30, 26	+3.60K	0.01%
TCG Advisory Services, LLC	17.79K	Jun 30, 26	+17.79K	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	17.64K	Jun 30, 26	-909	0.01%
BESSEMER GROUP INC	17.35K	Jun 30, 26	+2.75K	0.01%
Cogent Private Wealth, Inc.	17.20K	Jun 30, 26	-49	0.01%
Prospera Financial Services Inc	17.11K	Jun 30, 26	+6.86K	0.01%
Cetera Investment Advisers	16.96K	Jun 30, 26	+3.10K	0.01%
Ashton Thomas Private Wealth, LLC	16.80K	Jun 30, 26	-1.66K	0.01%
Gordian Advisors LLC	16.69K	Jun 30, 26	-600	0.01%
TRED AVON FAMILY WEALTH, LLC	16.64K	Jun 30, 26	+1.17K	0.01%
Equitable Holdings, Inc.	16.39K	Jun 30, 26	+721	0.01%
Garde Capital, Inc.	16.27K	Jun 30, 26	--	0.01%
SEVEN MILE ADVISORY	16.13K	Jun 30, 26	+62	0.01%
Tortoise Investment Management, LLC	15.96K	Jun 30, 26	+3	0.01%
Essex Financial Services, Inc.	15.87K	Jun 30, 26	+15.87K	0.01%
Wealth Management Nebraska	15.78K	Jun 30, 26	--	0.01%
Geometric Wealth Advisors	15.71K	Jun 30, 26	--	0.01%
Quad-Cities Investment Group, LLC	15.34K	Jun 30, 26	-526	0.01%
Caprock Group, LLC	14.96K	Jun 30, 26	+2	0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO	14.96K	Jun 30, 26	-7.02K	0.01%
NorthCrest Asset Manangement, LLC	14.85K	Jun 30, 26	-1.31K	0.01%
True Wealth Design, LLC	14.44K	Jun 30, 26	-357	0.01%
LAM GROUP, INC.	14.31K	Jun 30, 26	+5	0.01%
Drucker Wealth 3.0, LLC	14.01K	Jun 30, 26	-3.38K	0.01%
JOHNSON INVESTMENT COUNSEL INC	13.86K	Jun 30, 26	+3.82K	0.01%
XCELSIOR ADVISOR PARTNERS LLC	13.72K	Jun 30, 26	-37	0.01%
Morling Financial Advisors, LLC	13.60K	Jun 30, 26	-211	0.01%
IF Advisors, LLC	13.53K	Jun 30, 26	--	0.01%
Fortis Capital Management LLC	13.25K	Jun 30, 26	+72	0.01%
Sanibel Captiva Trust Company, Inc.	13.03K	Jun 30, 26	+13.03K	0.01%
Stratos Wealth Partners, LTD.	12.91K	Jun 30, 26	+12.91K	0.01%
CITIZENS & NORTHERN CORP	12.83K	Jun 30, 26	--	0.01%
Venture Visionary Partners LLC	12.72K	Jun 30, 26	+12.72K	0.01%
Donalies Financial Planning, LLC	12.71K	Jun 30, 26	+1.60K	0.01%
Aurelius Family Office LLC	12.38K	Jun 30, 26	-45	0.01%
Pure Financial Advisors, LLC	12.25K	Jun 30, 26	+644	0.01%
BKA Wealth Consulting, Inc.	12.20K	Jun 30, 26	+878	0.01%
Prime Capital Investment Advisors, LLC	11.89K	Jun 30, 26	-110	0.00%
Schulz Wealth, LTD.	11.76K	Jun 30, 26	+11.76K	0.00%
Mustard Seed Financial, LLC	11.76K	Jun 30, 26	-323	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	11.68K	Jun 30, 26	+762	0.00%
Pathstone Holdings, LLC	11.60K	Jun 30, 26	+23	0.00%
Cresset Asset Management, LLC	11.48K	Jun 30, 26	-3.73K	0.00%
MAI Capital Management	11.05K	Jun 30, 26	+10.82K	0.00%
McGrath & Associates, Inc.	11.03K	Jun 30, 26	-346	0.00%
TCFG Investment Advisors, LLC	10.80K	Jun 30, 26	+112	0.00%
Signal Advisors Wealth, LLC	10.66K	Jun 30, 26	-514	0.00%
Lifeworks Advisors, LLC	10.55K	Jun 30, 26	--	0.00%
Cascade Financial Partners, LLC	10.50K	Jun 30, 26	--	0.00%
Avidian Wealth Solutions, LLC	10.31K	Jun 30, 26	+10.31K	0.00%
Compass Ion Advisors, LLC	9.99K	Jun 30, 26	--	0.00%
Shepherd Financial Partners LLC	9.99K	Jun 30, 26	+9.99K	0.00%
Amicus Financial Advisors, LLC	9.88K	Jun 30, 26	+2.25K	0.00%
CAHILL FINANCIAL ADVISORS INC	9.61K	Jun 30, 26	+3.02K	0.00%
Disciplined Equity Management, Inc.	9.52K	Jun 30, 26	+60	0.00%
BAKER TILLY WEALTH MANAGEMENT, LLC	9.03K	Jun 30, 26	-1.94K	0.00%
CALTON & ASSOCIATES, INC.	8.79K	Jun 30, 26	+937	0.00%
TANDEMGROWTH FINANCIAL ADVISORS LLC	8.77K	Jun 30, 26	--	0.00%
Riverbend Wealth Management, LLC	8.60K	Jun 30, 26	+217	0.00%
Clearstead Advisors, LLC	8.60K	Jun 30, 26	-30	0.00%
Colonial Trust Co / SC	8.54K	Jun 30, 26	+2.92K	0.00%
STIFEL FINANCIAL CORP	8.53K	Jun 30, 26	+333	0.00%
Apollon Financial, LLC	8.39K	Jun 30, 26	+8.39K	0.00%
NAPLES GLOBAL ADVISORS, LLC	8.38K	Jun 30, 26	--	0.00%
SILVER OAK SECURITIES, INCORPORATED	8.25K	Jun 30, 26	+1.44K	0.00%
Eqis Capital Management, Inc.	8.20K	Jun 30, 26	+102	0.00%
NFP Retirement, Inc.	7.87K	Jun 30, 26	+45	0.00%
Inspire Advisors, LLC	7.68K	Jun 30, 26	+7.68K	0.00%
Facet Wealth, Inc.	7.67K	Jun 30, 26	+7.67K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	7.64K	Jun 30, 26	+196	0.00%
FOSTER & MOTLEY INC	7.33K	Jun 30, 26	--	0.00%
Private Advisor Group, LLC	7.29K	Jun 30, 26	-14.07K	0.00%
Patriot Financial Group Insurance Agency, LLC	7.11K	Jun 30, 26	-7.11K	0.00%
Babb Wealth Advisors LLC	6.99K	Jun 30, 26	--	0.00%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	6.90K	Jun 30, 26	--	0.00%
Carlton Hofferkamp & Jenks Wealth Management, LLC	6.83K	Jun 30, 26	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	6.79K	Jun 30, 26	+6.79K	0.00%
Gladstone Institutional Advisory LLC	6.77K	Jun 30, 26	+21	0.00%
Strategic Blueprint, LLC	6.68K	Jun 30, 26	-124	0.00%
HANOVER ADVISORS INC	6.59K	Jun 30, 26	-1.18K	0.00%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	6.56K	Jun 30, 26	--	0.00%
TAGStone Capital, Inc.	6.53K	Jun 30, 26	+65	0.00%
Freedom Day Solutions, LLC	6.51K	Jun 30, 26	--	0.00%
C M BIDWELL & ASSOCIATES LTD	6.50K	Jun 30, 26	-1	0.00%
VestGen Advisors, LLC	6.43K	Jun 30, 26	+2	0.00%
SUMMIT WEALTH GROUP LLC / CO	6.38K	Jun 30, 26	--	0.00%
Sunpointe, LLC	6.33K	Jun 30, 26	+37	0.00%
PRIVATE TRUST CO NA	6.28K	Jun 30, 26	--	0.00%
Quantum Financial Advisors, LLC	6.23K	Jun 30, 26	-73	0.00%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	6.20K	Jun 30, 26	--	0.00%
OMNI 360 Wealth, Inc.	6.19K	Jun 30, 26	+6.19K	0.00%
Forefront Wealth Partners, LLC	6.19K	Jun 30, 26	+6.19K	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	6.10K	Jun 30, 26	+6.10K	0.00%
Diversify Advisory Services, LLC	6.10K	Jun 30, 26	+6.10K	0.00%
Pensionmark Financial Group, LLC	6.04K	Jun 30, 26	+6.04K	0.00%
Frankly Finances, LLC	5.98K	Jun 30, 26	-330	0.00%
Zhang Financial LLC	5.92K	Jun 30, 26	+25	0.00%
SYM FINANCIAL Corp	5.89K	Jun 30, 26	+2	0.00%
Tranquility Partners, LLC	5.86K	Jun 30, 26	+5.86K	0.00%
Old Peak Finance LLC	5.81K	Jun 30, 26	+5.81K	0.00%
Stirlingshire Investments, Inc.	5.74K	Jun 30, 26	-92	0.00%
Baird Financial Group, Inc.	5.66K	Jun 30, 26	+5.66K	0.00%
Stratos Wealth Advisors, LLC	5.61K	Jun 30, 26	+5.61K	0.00%
Physician Wealth Advisors, Inc.	5.56K	Jun 30, 26	+3.13K	0.00%
Hoxton Planning & Management, LLC	5.51K	Jun 30, 26	+5.51K	0.00%
GREENWOOD CAPITAL ASSOCIATES LLC	5.48K	Jun 30, 26	+5.48K	0.00%
DOLIVER ADVISORS, LP	5.40K	Jun 30, 26	+5.40K	0.00%
AE Wealth Management LLC	5.35K	Jun 30, 26	-15.34K	0.00%
True North Advisors, LLC	5.25K	Jun 30, 26	+5.25K	0.00%
Glass Jacobson Investment Advisors llc	5.21K	Jun 30, 26	+2	0.00%
SMITH, MOORE & CO.	5.16K	Jun 30, 26	+5.16K	0.00%
Broadhurst Jeffrey B	5.14K	Jun 30, 26	-10.55K	0.00%
Fidelis Capital Partners, LLC	5.13K	Jun 30, 26	+5.13K	0.00%
WPWealth LLP	5.10K	Jun 30, 26	+5.10K	0.00%
DBK Financial Counsel, LLC	5.08K	Jun 30, 26	+5.08K	0.00%
LexAurum Advisors, LLC	5.04K	Jun 30, 26	+5.04K	0.00%
Capital Group Private Client Services, Inc.	5.03K	Jun 30, 26	+5.03K	0.00%
Advyzon Investment Management, LLC	5.03K	Jun 30, 26	+5.03K	0.00%
VANCE WEALTH, INC.	4.98K	Jun 30, 26	+4.98K	0.00%
UMB Bank, n.a.	4.73K	Jun 30, 26	--	0.00%
Keating Financial Advisory Services, Inc.	4.66K	Jun 30, 26	+18	0.00%
Millstone Evans Group, LLC	4.50K	Jun 30, 26	-125	0.00%
ZRC WEALTH MANAGEMENT, LLC	4.11K	Jun 30, 26	+14	0.00%
ROGCO, LP	3.89K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	3.88K	Jun 30, 26	-8	0.00%
Vermillion Wealth Management, Inc.	3.83K	Jun 30, 26	+23	0.00%
ASSETMARK, INC	3.72K	Jun 30, 26	+3.34K	0.00%
Topsail Wealth Management, LLC	3.26K	Jun 30, 26	+410	0.00%
FIFTH THIRD BANCORP	3.13K	Jun 30, 26	-148	0.00%
Stone House Investment Management, LLC	3.00K	Jun 30, 26	-149	0.00%
Ares Financial Consulting, LLC	2.83K	Jun 30, 26	-683	0.00%
Keystone Financial Group, Inc.	2.73K	Jun 30, 26	+15	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.68K	Jun 30, 26	-1.43K	0.00%
Forum Finance Group S.A.	2.67K	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	2.65K	Jun 30, 26	--	0.00%
WealthCollab, LLC	2.60K	Jun 30, 26	--	0.00%
MTM Investment Management, LLC	2.58K	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	2.38K	Jun 30, 26	-3.39K	0.00%
IFG Advisory, LLC	2.30K	Jun 30, 26	+395	0.00%
Community Bank, N.A.	2.29K	Jun 30, 26	+2.29K	0.00%
FRANKLIN RESOURCES INC	2.12K	Jun 30, 26	-1.00K	0.00%
Crewe Advisors LLC	2.08K	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	1.90K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.78K	Jun 30, 26	+1.69K	0.00%
Aptus Capital Advisors, LLC	1.69K	Jun 30, 26	+1.34K	0.00%
Concord Wealth Partners	1.65K	Jun 30, 26	+1.65K	0.00%
BankChampaign, National Association	1.50K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	1.41K	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	1.27K	Jun 30, 26	--	0.00%
Capital Analysts, LLC	1.27K	Jun 30, 26	+1.27K	0.00%
Morton Brown Family Wealth, LLC	1.17K	Jun 30, 26	+488	0.00%
Kennebec Savings Bank	1.13K	Jun 30, 26	--	0.00%
Acumen Wealth Advisors, LLC	1.09K	Jun 30, 26	+1.09K	0.00%
HAZLETT, BURT & WATSON, INC.	917	Jun 30, 26	+737	0.00%
ELEVATE WEALTH ADVISORY, INC	830	Jun 30, 26	-616	0.00%
Pinnacle Bancorp, Inc.	819	Jun 30, 26	-181	0.00%
Spire Wealth Management	789	Jun 30, 26	+456	0.00%
HOWE & RUSLING INC	789	Jun 30, 26	+789	0.00%
TOWER TRUST & INVESTMENT Co	681	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	546	Jun 30, 26	--	0.00%
Washington Trust Advisors, Inc.	533	Jun 30, 26	+3	0.00%
Medallion Wealth Advisors, LLC	504	Jun 30, 26	-27	0.00%
HANTZ FINANCIAL SERVICES, INC.	469	Jun 30, 26	+469	0.00%
RHL GROUP, LLC	461	Jun 30, 26	-27	0.00%
Parallel Advisors, LLC	411	Jun 30, 26	-59.62K	0.00%
Strategic Wealth Partners, Ltd.	357	Jun 30, 26	+5	0.00%
Larson Financial Group LLC	325	Jun 30, 26	--	0.00%
Go Invest LLC	300	Jun 30, 26	+17	0.00%
GABLES CAPITAL MANAGEMENT INC.	287	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	229	Jun 30, 26	-190	0.00%
Coston, McIsaac & Partners	223	Jun 30, 26	+1	0.00%
Bay Harbor Wealth Management, LLC	214	Jun 30, 26	+214	0.00%
CoreCap Advisors, LLC	198	Jun 30, 26	-27	0.00%
LRI Investments, LLC	149	Jun 30, 26	+41	0.00%
Archer Investment Corp	140	Jun 30, 26	--	0.00%
Integrity Financial Corp /WA	110	Jun 30, 26	--	0.00%
Silver Grove Financial Group, Inc.	101	Jun 30, 26	+101	0.00%
Buck Wealth Strategies, LLC	84	Jun 30, 26	+84	0.00%
Key Capital Management, INC	40	Jun 30, 26	+3	0.00%
Global Trust Asset Management, LLC	30	Jun 30, 26	--	0.00%
Hurley Capital, LLC	23	Jun 30, 26	--	0.00%
Quent Capital, LLC	2	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	1	Jun 30, 26	+1	0.00%
CAMBIENT FAMILY OFFICE, LLC	1	Jun 30, 26	+1	0.00%
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-17.57K	--
Magnolia Wealth Management, LLC	--	Jun 30, 26	-1.42K	--
Turtle Creek Wealth Advisors, LLC	--	Jun 30, 26	-180	--
Golden State Equity Partners	--	Jun 30, 26	-486	--
Wright Fund Management, LLC	--	Jun 30, 26	-339.51K	--
Summit Financial Strategies, Inc.	--	Jun 30, 26	-6.42K	--
INDEPENDENT FINANCIAL GROUP, LLC	--	Jun 30, 26	-13.72K	--
BAYBAN	--	Jun 30, 26	-46	--
Western Wealth Management, LLC	--	Jun 30, 26	-1.68K	--
Tradewinds Capital Management, LLC	--	Jun 30, 26	-284	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-38.00K	--
Qube Research & Technologies Ltd	--	Jun 30, 26	-481	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-125.22K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-12.31K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-10.16K	--
TD Capital Management LLC	--	Jun 30, 26	-1.82K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-129	--
OneAscent Family Office, LLC	--	Jun 30, 26	-7.11K	--
Operose Advisors LLC	--	Jun 30, 26	-1.41K	--
CWM, LLC	1.83M	Mar 31, 26	+152.41K	0.76%
Premier Financial Group	608.84K	Mar 31, 26	+755	0.25%
Evanson Asset Management, LLC	586.55K	Mar 31, 26	+7.40K	0.24%
North Ridge Wealth Advisors, Inc.	166.95K	Mar 31, 26	-11.43K	0.07%
SIGNET FINANCIAL MANAGEMENT, LLC	35.49K	Mar 31, 26	+52	0.01%
U.S. Capital Wealth Advisors, LLC	34.05K	Mar 31, 26	+6.54K	0.01%
Skopos Labs, Inc.	11.30K	Mar 31, 26	+214	0.00%
TCFG WEALTH MANAGEMENT, LLC	10.69K	Mar 31, 26	-115	0.00%
Financial Connections Group, Inc.	856	Mar 31, 26	+856	0.00%
Parkside Financial Bank & Trust	366	Mar 31, 26	--	0.00%
SOL Capital Management CO	--	Mar 31, 26	-12.37K	--
Heritage Financial Services, LLC	1.74M	Dec 31, 25	-49.23K	0.72%
Total Wealth Planning, LLC	100.34K	Dec 31, 25	-1.74M	0.04%
Grunden Financial Advisory, Inc.	41.19K	Dec 31, 25	+3.52K	0.02%
Austin Private Wealth, LLC	40.67K	Dec 31, 25	+1.80K	0.02%
VanderPol Investments L.L.C.	13.82K	Dec 31, 25	+2.82K	0.01%
COMERICA BANK	912	Dec 31, 25	-5	0.00%
CIBC Private Wealth Group, LLC	1	Dec 31, 25	-5.77K	0.00%
Wealthstream Advisors, Inc.	1.49M	Sep 30, 25	+10.21K	0.61%
Willow Creek Wealth Management Inc.	962.19K	Sep 30, 25	+51.13K	0.40%
Hemington Wealth Management	818.75K	Sep 30, 25	+44.92K	0.34%
PBMares Wealth Management LLC	238.47K	Sep 30, 25	+12.81K	0.10%
ASSET PLANNING CORPORATION	78.05K	Sep 30, 25	+15.11K	0.03%
Kathleen S. Wright Associates Inc.	64.42K	Sep 30, 25	+39	0.03%
Copperleaf Capital, LLC	44.94K	Sep 30, 25	+607	0.02%
OPTIMUM INVESTMENT ADVISORS	120	Sep 30, 25	--	0.00%
Lion Street Advisors, LLC	--	Sep 30, 25	-33.13K	--
Jentner Corp	585.55K	Jun 30, 25	+22.39K	0.24%
Kaye Capital Management	172.00K	Jun 30, 25	+150.21K	0.07%
Waypoint Wealth Partners Inc.	151.19K	Jun 30, 25	+9.32K	0.06%
Parkworth Wealth Management, Inc.	120.55K	Jun 30, 25	+1.82K	0.05%
KRAFT ASSET MANAGEMENT, LLC	16.36K	Jun 30, 25	-8.70K	0.01%
Congress Wealth Management LLC / DE /	12.69K	Jun 30, 25	+1.54K	0.01%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-8.31K	--
Orion Portfolio Solutions, LLC	117.92K	Mar 31, 25	+7.75K	0.05%
Aveo Capital Partners, LLC	67.17K	Mar 31, 25	-1.94K	0.03%
Cahill Wealth Management, LLC	60.57K	Mar 31, 25	-648	0.03%
Carlson Capital Management	2.24M	Dec 31, 24	+1.73K	0.92%
WMS Partners, LLC	64.46K	Dec 31, 24	-11.27K	0.03%
CRITERION CAPITAL ADVISORS, LLC	52.88K	Dec 31, 24	--	0.02%
Waypoint Capital Advisors, LLC	413.15K	Sep 30, 24	+193.50K	0.17%
GUARDIAN CAPITAL ADVISORS LP	399.81K	Sep 30, 24	+135.38K	0.17%
Advisory Services & Investments, LLC	385.39K	Sep 30, 24	-22.59K	0.16%
Raymond James Financial Services Advisors, Inc.	27.56K	Sep 30, 24	+23	0.01%
RAYMOND JAMES & ASSOCIATES	11.34K	Sep 30, 24	+11.34K	0.00%
Aspire Wealth Management Corp	2.55K	Sep 30, 24	+141	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	3.96M	Jun 30, 24	+783.29K	1.64%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	15.29K	Mar 31, 24	-505	0.01%
Bridgeworth, LLC	859.87K	Dec 31, 23	+9.82K	0.36%
WEALTHSOURCE PARTNERS, LLC	45.55K	Dec 31, 23	-145	0.02%
Baystate Wealth Management LLC	342	Dec 31, 23	+342	0.00%
Steward Financial Group LLC	456.09K	Sep 30, 23	+27.46K	0.19%
TRIAD FINANCIAL ADVISORS, INC.	274.50K	Sep 30, 23	+133.60K	0.11%
Column Capital Advisors, LLC	47.54K	Sep 30, 23	-372	0.02%
PATHSTONE FAMILY OFFICE, LLC	21.42K	Sep 30, 23	+169	0.01%
BRIGGS ADVISORY GROUP, INC.	19.49K	Sep 30, 23	+19.49K	0.01%
Relaxing Retirement Coach	1.02M	Jun 30, 23	+70.07K	0.42%
Brainard Capital Management LLC	21.16K	Mar 31, 23	+16	0.01%
Align Wealth Management, LLC	149.43K	Dec 31, 22	+149.43K	0.06%
RESOLUTE FINANCIAL, LLC	28.56K	Dec 31, 22	-2.58K	0.01%
BALASA DINVERNO & FOLTZ LLC	2.15M	Sep 30, 22	+642.67K	0.89%
CPWM, LLC	22.46K	Sep 30, 22	-21.20K	0.01%

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Holder

Date

Change

% Held

Forum Financial Management, LP

15.77M

Jun 30, 26

-636.65K

6.52%

Colony Group, LLC

9.90M

Jun 30, 26

+884.73K

4.09%

Buckingham Strategic Partners

8.82M

Jun 30, 26

+1.12M

3.65%

Sequoia Financial Advisors, LLC

5.30M

Jun 30, 26

-46.24K

2.19%

Truepoint, Inc.

4.96M

Jun 30, 26

-322.35K

2.05%

Savant Capital, LLC

4.38M

Jun 30, 26

+148.69K

1.81%

HBK Sorce Advisory LLC

3.35M

Jun 30, 26

+105.41K

1.39%

FORVIS Wealth Advisors, LLC

3.21M

Jun 30, 26

+119.36K

1.33%

HighTower Advisors, LLC

3.19M

Jun 30, 26

-27.93K

1.32%

Parcion Private Wealth LLC

2.60M

Jun 30, 26

-75.06K

1.08%

Asset Dedication, LLC

2.46M

Jun 30, 26

-21.51K

1.02%

CI Private Wealth, LLC

2.34M

Jun 30, 26

-4.69M

0.97%

JMG Financial Group, Ltd.

2.33M

Jun 30, 26

+21.24K

0.96%

MASECO LLP

2.31M

Jun 30, 26

+61.34K

0.95%

Evensky & Katz LLC

2.29M

Jun 30, 26

-76.51K

0.94%

Greenspring Advisors, LLC

2.28M

Jun 30, 26

-39.35K

0.94%

LPL Financial LLC

2.27M

Jun 30, 26

+210.34K

0.94%

Rockwood Wealth Management, LLC

2.16M

Jun 30, 26

-97.42K

0.89%

RW Investment Management LLC

1.95M

Jun 30, 26

-19.16K

0.81%

AWM CAPITAL, LLC

1.91M

Jun 30, 26

+100.34K

0.79%

BANK OF MONTREAL /CAN/

1.79M

Jun 30, 26

+55.55K

0.74%

Beacon Pointe Advisors, LLC

1.78M

Jun 30, 26

+32.07K

0.73%

Apella Capital, LLC

1.67M

Jun 30, 26

+9.49K

0.69%

Sageworth Trust Co

1.58M

Jun 30, 26

-74.02K

0.65%

Symmetry Partners, LLC

1.49M

Jun 30, 26

+15.42K

0.61%

Mariner, LLC

1.48M

Jun 30, 26

+132.59K

0.61%

ENVESTNET ASSET MANAGEMENT INC

1.47M

Jun 30, 26

-27.06K

0.61%

Hill Investment Group Partners, LLC

1.39M

Jun 30, 26

-49.29K

0.57%

EnRich Financial Partners LLC

1.20M

Jun 30, 26

-70.99K

0.50%

Plancorp, LLC

1.19M

Jun 30, 26

+90.32K

0.49%

BRIGHTON JONES LLC

1.16M

Jun 30, 26

+33.03K

0.48%

MOSAIC FAMILY WEALTH PARTNERS, LLC

1.12M

Jun 30, 26

+55.97K

0.46%

Resources Investment Advisors, LLC.

1.11M

Jun 30, 26

+33.10K

0.46%

GREAT OAK CAPITAL PARTNERS, LLC

1.09M

Jun 30, 26

-14.57K

0.45%

MERCER GLOBAL ADVISORS INC /ADV

1.08M

Jun 30, 26

+29.01K

0.45%

Burton Enright Welch

1.07M

Jun 30, 26

+41.56K

0.44%

Elser Financial Planning, Inc

1.04M

Jun 30, 26

-5.48K

0.43%

Oakwell Private Wealth Management, LLC

1.04M

Jun 30, 26

-82.23K

0.43%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.03M

Jun 30, 26

-77.34K

0.43%

Rather & Kittrell, Inc.

1.02M

Jun 30, 26

-9.23K

0.42%

Rockbridge Investment Management, LCC

985.39K

Jun 30, 26

+44.10K

0.41%

Seaside Wealth Management, Inc.

957.96K

Jun 30, 26

-7.24K

0.40%

Kooman & Associates

954.93K

Jun 30, 26

-44.58K

0.39%

NORTHERN TRUST CORP

953.84K

Jun 30, 26

+896.30K

0.39%

OLD MISSION CAPITAL LLC

947.72K

Jun 30, 26

+511.87K

0.39%

Betterment LLC

933.44K

Jun 30, 26

+7.97K

0.39%

MONOGRAPH WEALTH ADVISORS, LLC

912.43K

Jun 30, 26

+10.10K

0.38%

Leading Edge Financial Planning LLC

908.46K

Jun 30, 26

+39.76K

0.38%

Your Advocates Ltd., LLP

837.47K

Jun 30, 26

-39.69K

0.35%

First Financial Bank - Trust Division

817.94K

Jun 30, 26

-88.11K

0.34%

Vestmark Advisory Solutions, Inc.

787.82K

Jun 30, 26

-211.70K

0.33%

BANK OF AMERICA CORP /DE/

785.08K

Jun 30, 26

-19.23K

0.32%

Financial Plan, Inc.

763.90K

Jun 30, 26

+33.71K

0.32%

PEAPACK GLADSTONE FINANCIAL CORP

757.74K

Jun 30, 26

+51.38K

0.31%

Sensible Money, LLC

751.42K

Jun 30, 26

-1.32K

0.31%

Peterson Wealth Advisors, LLC

721.03K

Jun 30, 26

+20.78K

0.30%

DiNuzzo Private Wealth, Inc.

716.84K

Jun 30, 26

-23.35K

0.30%

Fundamentum, LLC

711.91K

Jun 30, 26

-5.23K

0.29%

Syverson Strege & Co

709.28K

Jun 30, 26

-37.79K

0.29%

AdvisorNet Financial, Inc

700.96K

Jun 30, 26

+12.57K

0.29%

Financial Engines Advisors L.L.C.

685.30K

Jun 30, 26

+31.49K

0.28%

RS CRUM INC.

669.82K

Jun 30, 26

-8.42K

0.28%

KEB ASSET MANAGEMENT, LLC

649.27K

Jun 30, 26

+59.54K

0.27%

Integris Wealth Management, LLC

644.88K

Jun 30, 26

-31.71K

0.27%

Tencap Wealth Coaching, LLC

640.31K

Jun 30, 26

+40.20K

0.26%

Eaton-Cambridge Inc.

638.71K

Jun 30, 26

-16.91K

0.26%

CHOREO, LLC

632.24K

Jun 30, 26

+616.53K

0.26%

BCR Wealth Strategies, LLC

611.16K

Jun 30, 26

+23.47K

0.25%

Miramar Fiduciary Corp

610.77K

Jun 30, 26

-291.71K

0.25%

GOLDMAN SACHS GROUP INC

608.71K

Jun 30, 26

+343.47K

0.25%

RFG Advisory, LLC

602.16K

Jun 30, 26

-35.81K

0.25%

Evanson Financial, LLC

599.75K

Jun 30, 26

+599.75K

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

594.66K

Jun 30, 26

-3.75K

0.25%

Pinnacle Financial Group, LLC / IL

591.60K

Jun 30, 26

+11.19K

0.24%

Integrated Wealth Concepts LLC

590.37K

Jun 30, 26

+321.55K

0.24%

Stordahl Capital Management, Inc.

579.86K

Jun 30, 26

-34.84K

0.24%

Heritage Investment Group, Inc.

571.80K

Jun 30, 26

+2.60K

0.24%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

571.29K

Jun 30, 26

+343.92K

0.24%

Woodward Financial Advisors, Inc.

563.55K

Jun 30, 26

+563.55K

0.23%

Emprise Bank

561.47K

Jun 30, 26

+16.90K

0.23%

Aspen Capital Management, LLC

557.71K

Jun 30, 26

+23.34K

0.23%

Creative Planning

553.75K

Jun 30, 26

+13.00K

0.23%

Discipline Wealth Solutions, LLC

553.07K

Jun 30, 26

+80.20K

0.23%

Private Wealth Management Group, LLC

550.56K

Jun 30, 26

-10.85K

0.23%

Cambridge Financial Group, LLC

544.36K

Jun 30, 26

+2.73K

0.22%

Cambridge Investment Research Advisors, Inc.

537.61K

Jun 30, 26

+82.18K

0.22%

Concurrent Investment Advisors, LLC

529.51K

Jun 30, 26

+22.09K

0.22%

CAPSTONE CAPITAL LLC

522.39K

Jun 30, 26

-1.89K

0.22%

Henrickson Nauta Wealth Advisors, Inc.

515.02K

Jun 30, 26

+19.16K

0.21%

Ballentine Capital Advisors, Inc

514.82K

Jun 30, 26

-29.00K

0.21%

Curated Wealth Partners LLC

514.47K

Jun 30, 26

+514.47K

0.21%

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

503.49K

Jun 30, 26

-2.44K

0.21%

Versant Capital Management, Inc

501.59K

Jun 30, 26

+194.96K

0.21%

Schoolcraft Capital LLC

495.10K

Jun 30, 26

-19.74K

0.20%

Squire Investment Management Company, LLC

488.61K

Jun 30, 26

+7.97K

0.20%

SRS Capital Advisors, Inc.

478.61K

Jun 30, 26

-57.24K

0.20%

Flagstone Financial Management

477.39K

Jun 30, 26

-10.40K

0.20%

DecisionPoint Financial, LLC

474.96K

Jun 30, 26

+38.33K

0.20%

von Borstel & Associates, Inc.

473.29K

Jun 30, 26

-10.01K

0.20%

Kondo Wealth Advisors, Inc.

464.51K

Jun 30, 26

+5.75K

0.19%

Equita Financial Network, Inc.

463.93K

Jun 30, 26

+528

0.19%

Peirce Capital Management, LLC

459.34K

Jun 30, 26

-17.69K

0.19%

Straight Path Wealth Management

451.03K

Jun 30, 26

-7.93K

0.19%

Financial Planning Navigators CORP

450.59K

Jun 30, 26

-29.17K

0.19%

Planning Center, Inc.

450.06K

Jun 30, 26

-31.68K

0.19%

CARDIFF PARK ADVISORS, LLC

447.96K

Jun 30, 26

+24.70K

0.19%

Verisail Partners, LLC

447.32K

Jun 30, 26

-13.60K

0.18%

Allworth Financial LP

446.85K

Jun 30, 26

-19.79K

0.18%

CLUNE & ASSOCIATES, LTD.

434.61K

Jun 30, 26

+119.16K

0.18%

Financial Symmetry Inc

423.71K

Jun 30, 26

+13.69K

0.18%

Trust Co of the South

418.17K

Jun 30, 26

+79.97K

0.17%

Conrad Siegel Investment Advisors, Inc.

410.24K

Jun 30, 26

+115.67K

0.17%

Mattern Wealth Management LLC

404.47K

Jun 30, 26

+97.25K

0.17%

Level Financial Advisors, Inc.

404.24K

Jun 30, 26

+16.56K

0.17%

Hassell Wealth Management, LLC

402.62K

Jun 30, 26

-631

0.17%

Delap Wealth Advisory, LLC

400.45K

Jun 30, 26

+4.27K

0.17%

BFSG, LLC

380.73K

Jun 30, 26

-27.85K

0.16%

Foundation Wealth Management, LLC\PA

378.14K

Jun 30, 26

+23.52K

0.16%

TRUIST FINANCIAL CORP

377.53K

Jun 30, 26

+163.35K

0.16%

NORTHWEST WEALTH MANAGEMENT, LLC

376.00K

Jun 30, 26

+30.23K

0.16%

GLENMEDE TRUST CO NA

373.43K

Jun 30, 26

+349.96K

0.15%

Brady Martz Wealth Solutions, LLC

373.28K

Jun 30, 26

-1.66K

0.15%

HMV Wealth Advisors, LLC

367.57K

Jun 30, 26

+23.02K

0.15%

Kaufman Rossin Wealth, LLC

362.47K

Jun 30, 26

+19.68K

0.15%

Hurlow Wealth Management Group, Inc.

359.68K

Jun 30, 26

+34.93K

0.15%

FAMILY WEALTH PARTNERS, LLC

355.94K

Jun 30, 26

+16.43K

0.15%

JGP Wealth Management, LLC

350.78K

Jun 30, 26

+5.37K

0.14%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

348.44K

Jun 30, 26

+239.94K

0.14%

Midwest Trust Co

345.65K

Jun 30, 26

+34.54K

0.14%

NewEdge Advisors, LLC

343.95K

Jun 30, 26

+19.62K

0.14%

Blume Capital Management, Inc.

342.99K

Jun 30, 26

-750

0.14%

New Dimensions Wealth Management, LLC

342.27K

Jun 30, 26

-7.69K

0.14%

RAYMOND JAMES FINANCIAL INC

341.53K

Jun 30, 26

+161.17K

0.14%

Physician Wealth Solutions Inc.

337.69K

Jun 30, 26

-9.42K

0.14%

Integrity Advisory Solutions, LLC

337.01K

Jun 30, 26

+18.13K

0.14%

TFO-TDC, LLC

336.37K

Jun 30, 26

+163.81K

0.14%

JACKSON THORNTON ASSET MANAGEMENT, LLC

334.00K

Jun 30, 26

-3.62K

0.14%

Rachor Investment Advisory Services, LLC

332.82K

Jun 30, 26

-31.80K

0.14%

Causey Wealth LLC

324.53K

Jun 30, 26

-2.75K

0.13%

BCU Wealth Advisors, LLC

324.11K

Jun 30, 26

-22.80K

0.13%

Burk Holdings LLC

321.63K

Jun 30, 26

+2.74K

0.13%

Krilogy Financial LLC

319.99K

Jun 30, 26

-7.24K

0.13%

ADVISOR GROUP HOLDINGS, INC.

318.72K

Jun 30, 26

+148.04K

0.13%

Cravens & Co Advisors, LLC

316.94K

Jun 30, 26

-70.75K

0.13%

Vannoy Advisory Group, Inc.

310.40K

Jun 30, 26

-8.60K

0.13%

Foundations Investment Advisors, LLC

309.98K

Jun 30, 26

+11.83K

0.13%

JFS WEALTH ADVISORS, LLC

308.21K

Jun 30, 26

+64.74K

0.13%

HTG Investment Advisors, Inc.

305.76K

Jun 30, 26

+5.33K

0.13%

Timonier Family Office, LTD.

303.64K

Jun 30, 26

+303.64K

0.13%

Mills Wealth Advisors LLC

302.69K

Jun 30, 26

-2.27K

0.13%

Fortitude Family Office, LLC

302.03K

Jun 30, 26

-1.66K

0.12%

Ruedi Wealth Management, Inc.

301.96K

Jun 30, 26

-729

0.12%

Prospect Financial Group LLC

297.94K

Jun 30, 26

-17.93K

0.12%

Friday Financial

297.22K

Jun 30, 26

+27.14K

0.12%

One Degree Advisors Inc

296.68K

Jun 30, 26

+5.76K

0.12%

Watchman Group, Inc.

295.11K

Jun 30, 26

-35.13K

0.12%

SCRATCH CAPITAL LLC

285.36K

Jun 30, 26

+21.77K

0.12%

Tilson Financial Group, Inc.

285.17K

Jun 30, 26

+7.46K

0.12%

Hippocratic Financial Advisors, LLC

275.41K

Jun 30, 26

+6.31K

0.11%

SwitchPoint Financial Planning, LLC

270.39K

Jun 30, 26

+13.19K

0.11%

XY Planning Network, Inc.

269.50K

Jun 30, 26

+16.10K

0.11%

United Wealth Management, LLC

269.49K

Jun 30, 26

-3.70K

0.11%

American Investment Services, Inc.

269.46K

Jun 30, 26

-100

0.11%

Clarity Wealth Development LLC

262.59K

Jun 30, 26

+25.21K

0.11%

BCO Wealth Management LLC

262.32K

Jun 30, 26

+3.15K

0.11%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

261.96K

Jun 30, 26

-54.43K

0.11%

Bank of New York Mellon Corp

258.32K

Jun 30, 26

-191.02K

0.11%

Wealth Advisors Northwest LLC

256.71K

Jun 30, 26

+4.33K

0.11%

SC&H Financial Advisors, Inc.

255.34K

Jun 30, 26

+6.28K

0.11%

Lutz Financial Services LLC

254.37K

Jun 30, 26

+8.69K

0.11%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

250.97K

Jun 30, 26

+2.56K

0.10%

QUARRY HILL ADVISORS, LLC

244.28K

Jun 30, 26

-3.77K

0.10%

B&D White Capital Company, LLC

240.10K

Jun 30, 26

-2.11K

0.10%

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

237.36K

Jun 30, 26

+13.55K

0.10%

Financial Harvest, LLC

234.72K

Jun 30, 26

+14.13K

0.10%

Hiley Hunt Wealth Management

231.18K

Jun 30, 26

-5.77K

0.10%

CLIENT 1ST ADVISORY GROUP, LLC

230.18K

Jun 30, 26

-1.24K

0.10%

STUDIO INVESTMENT MANAGEMENT LLC

225.02K

Jun 30, 26

+8.02K

0.09%

KEYVANTAGE WEALTH, LLC

222.66K

Jun 30, 26

+4.38K

0.09%

Gradient Capital Advisors, LLC

222.16K

Jun 30, 26

-7.32K

0.09%

Pacific Asset Management, LLC

221.57K

Jun 30, 26

+280

0.09%

Brinker Capital Investments, LLC

219.70K

Jun 30, 26

+964

0.09%

Passive Capital Management, LLC.

217.98K

Jun 30, 26

-10.22K

0.09%

LIBERTY WEALTH MANAGEMENT LLC

214.99K

Jun 30, 26

0.09%

MML INVESTORS SERVICES, LLC

210.13K

Jun 30, 26

-16.58K

0.09%

Tillman Hartley LLC

208.02K

Jun 30, 26

-29.31K

0.09%

HBE Wealth Management, LLC

203.63K

Jun 30, 26

+45.12K

0.08%

O'Connor Financial Group LLC

200.19K

Jun 30, 26

-19.62K

0.08%

Parkwoods Wealth Partners, LLC

198.27K

Jun 30, 26

+43.29K

0.08%

Klaas Financial Asset Advisors, LLC

196.52K

Jun 30, 26

-5.32K

0.08%

E-Wealth Partners, LLC

196.01K

Jun 30, 26

+2.31K

0.08%

BEACON HILL WEALTH MANAGEMENT LTD.

192.16K

Jun 30, 26

+192.16K

0.08%

KFG WEALTH MANAGEMENT, LLC

186.48K

Jun 30, 26

-3.29K

0.08%

MISSION WEALTH MANAGEMENT, LP

186.27K

Jun 30, 26

+162.50K

0.08%

Kestra Advisory Services, LLC

184.78K

Jun 30, 26

+2.05K

0.08%

VESTIA PERSONAL WEALTH ADVISORS

181.74K

Jun 30, 26

+7.08K

0.08%

DAVENPORT & Co LLC

180.35K

Jun 30, 26

-66.81K

0.07%

ARK & TLK INVESTMENTS, LLC

179.43K

Jun 30, 26

-10.87K

0.07%

Longview Financial Advisors LLC

176.58K

Jun 30, 26

-7.00K

0.07%

HB Wealth Management, LLC

176.57K

Jun 30, 26

-11.42K

0.07%

Foundry Financial LLC

175.77K

Jun 30, 26

+18.42K

0.07%

AQR CAPITAL MANAGEMENT LLC

175.13K

Jun 30, 26

+40.38K

0.07%

PARK AVENUE SECURITIES LLC

174.56K

Jun 30, 26

+25.25K

0.07%

Vantage Point Financial LLC

174.18K

Jun 30, 26

+8.59K

0.07%

Geneos Wealth Management Inc.

173.74K

Jun 30, 26

+1.20K

0.07%

CLARIS ADVISORS, LLC / MO /

171.25K

Jun 30, 26

+10.14K

0.07%

Arcadia Wealth Management, Inc.

166.77K

Jun 30, 26

+2.33K

0.07%

Vistica Wealth Advisors, LLC

165.83K

Jun 30, 26

+10.51K

0.07%

LifeGuide Financial Advisors, LLC

165.47K

Jun 30, 26

-2.07K

0.07%

Cloud Capital Management, LLC

163.82K

Jun 30, 26

+13.26K

0.07%

SageOak Financial, LLC

163.45K

Jun 30, 26

-15.76K

0.07%

RCS Financial Planning, LLC

155.51K

Jun 30, 26

-6.48K

0.06%

Sageworth Trust Co of South Dakota

155.28K

Jun 30, 26

+34.73K

0.06%

Apollon Wealth Management, LLC

154.67K

Jun 30, 26

+39.05K

0.06%

JPMORGAN CHASE & CO

154.08K

Jun 30, 26

-2.46K

0.06%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

152.96K

Jun 30, 26

+32.81K

0.06%

Modera Wealth Management, LLC

150.25K

Jun 30, 26

+129.71K

0.06%

Prism Planning Partners LLC

148.27K

Jun 30, 26

+1.18K

0.06%

Modern Wealth Management, LLC

147.83K

Jun 30, 26

-21.78K

0.06%

EP Wealth Advisors, LLC

146.23K

Jun 30, 26

+9.59K

0.06%

NorthAvenue LLC

142.45K

Jun 30, 26

-3.71K

0.06%

Helen Stephens Group, LLC

140.67K

Jun 30, 26

+13.52K

0.06%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

139.58K

Jun 30, 26

+4.44K

0.06%

Avant Financial Advisors LLC

137.05K

Jun 30, 26

-422

0.06%

TCI Wealth Advisors, Inc.

134.11K

Jun 30, 26

-1.38K

0.06%

Pillar Financial Advisors, LLC

132.82K

Jun 30, 26

+806

0.05%

CogentBlue Wealth Advisors, LLC

131.40K

Jun 30, 26

+439

0.05%

American Capital Advisory, LLC

131.31K

Jun 30, 26

+7.14K

0.05%

UBS ASSET MANAGEMENT AMERICAS INC

128.72K

Jun 30, 26

0.05%

Farther Finance Advisors, LLC

128.66K

Jun 30, 26

-2.93K

0.05%

Hutchens & Kramer Investment Management Group, LLC

128.59K

Jun 30, 26

-3.67K

0.05%

Visionary Wealth Advisors

127.45K

Jun 30, 26

+1.60K

0.05%

RIVERCHASE WEALTH MANAGEMENT, LLC

127.30K

Jun 30, 26

+541

0.05%

BetterWealth, LLC

126.77K

Jun 30, 26

-995

0.05%

VISTA CAPITAL PARTNERS, INC.

122.90K

Jun 30, 26

+6.97K

0.05%

JANE STREET GROUP, LLC

121.43K

Jun 30, 26

-979.39K

0.05%

FIDUCIARY FINANCIAL GROUP, LLC

120.85K

Jun 30, 26

+6.06K

0.05%

Porter White Investment Advisors, Inc.

119.48K

Jun 30, 26

-80

0.05%

Outbound Financial Inc

119.41K

Jun 30, 26

-531

0.05%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

117.39K

Jun 30, 26

+73.57K

0.05%

Rehmann Capital Advisory Group

116.94K

Jun 30, 26

-2.03K

0.05%

LEGACY FINANCIAL GROUP, INC.

115.28K

Jun 30, 26

+6.25K

0.05%

Accurate Wealth Management, LLC

111.89K

Jun 30, 26

+924

0.05%

Family Office Research LLC

111.25K

Jun 30, 26

+3.23K

0.05%

SJS Investment Consulting Inc.

109.19K

Jun 30, 26

-2.11K

0.05%

Kane Co Wealth Management, Inc.

107.44K

Jun 30, 26

+1.71K

0.04%

Platform Wealth Management, LLC

105.36K

Jun 30, 26

+105.36K

0.04%

Sowell Financial Services LLC

104.17K

Jun 30, 26

+598

0.04%

Shore Point Advisors, LLC

104.04K

Jun 30, 26

+7.30K

0.04%

Simplicity Wealth,LLC

103.59K

Jun 30, 26

+12.63K

0.04%

CAPTRUST FINANCIAL ADVISORS

103.03K

Jun 30, 26

+1.02K

0.04%

Wheels Up Wealth, Inc.

100.93K

Jun 30, 26

-4.09K

0.04%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

100.77K

Jun 30, 26

+9.18K

0.04%

CSP Financial Group, LLC

100.23K

Jun 30, 26

+9.67K

0.04%

Five Oceans Advisors

98.25K

Jun 30, 26

-2.19K

0.04%

Strengthening Families & Communities, LLC

97.98K

Jun 30, 26

+1.29K

0.04%

GRAND WEALTH MANAGEMENT, LLC

96.67K

Jun 30, 26

-12.72K

0.04%

Rialto Wealth Management, LLC

95.32K

Jun 30, 26

+16.88K

0.04%

JDH Wealth Management, LLC

94.94K

Jun 30, 26

+44

0.04%

Signature Resources Capital Management, LLC

94.86K

Jun 30, 26

-2.90K

0.04%

Shearwater Capital LLC

94.26K

Jun 30, 26

+10.68K

0.04%

Capstone Wealth Management, LLC

94.06K

Jun 30, 26

-2.27K

0.04%

Waterfront Wealth Inc.

93.37K

Jun 30, 26

-824

0.04%

AA Financial Advisors, LLC

90.52K

Jun 30, 26

-1.39K

0.04%

MORGAN STANLEY

86.47K

Jun 30, 26

-90.17K

0.04%

Private Advisory Group LLC

85.85K

Jun 30, 26

+85.85K

0.04%

CITIGROUP INC

84.66K

Jun 30, 26

+22.99K

0.03%

AXXCESS WEALTH MANAGEMENT, LLC

84.16K

Jun 30, 26

+84.16K

0.03%

JNBA Financial Advisors

83.71K

Jun 30, 26

-1.48K

0.03%

CFS Investment Advisory Services, LLC

82.73K

Jun 30, 26

-2.22K

0.03%

COGENT STRATEGIC WEALTH LLC

82.31K

Jun 30, 26

-4.72K

0.03%

Abel Hall, LLC

81.30K

Jun 30, 26

+3.36K

0.03%

Bridgewater Advisors Inc.

81.11K

Jun 30, 26

-27.14K

0.03%

ROYAL BANK OF CANADA

80.92K

Jun 30, 26

+31.02K

0.03%

JONES FINANCIAL COMPANIES LLLP

80.54K

Jun 30, 26

+36.58K

0.03%

BluePrint Investing LLC

80.30K

Jun 30, 26

+559

0.03%

Chicago Partners Investment Group LLC

80.24K

Jun 30, 26

+85

0.03%

Austin Wealth Management, LLC

80.19K

Jun 30, 26

-4.79K

0.03%

HEFFERNAN ADVISORY, INC

79.56K

Jun 30, 26

+1.86K

0.03%

SAX WEALTH ADVISORS, LLC

78.63K

Jun 30, 26

+78.63K

0.03%

ShankerValleau Wealth Advisors, Inc.

77.05K

Jun 30, 26

-3.11K

0.03%

SHUFRO ROSE & CO LLC

75.33K

Jun 30, 26

+3.96K

0.03%

Advisory Services Network, LLC

74.33K

Jun 30, 26

+9.16K

0.03%

Austin Asset Management Co Inc

74.24K

Jun 30, 26

-4.39K

0.03%

Abacus Planning Group, Inc.

73.67K

Jun 30, 26

+11.65K

0.03%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

73.28K

Jun 30, 26

-1.35K

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

72.41K

Jun 30, 26

+5.18K

0.03%

Vise Technologies, Inc.

72.31K

Jun 30, 26

+31.29K

0.03%

EverSource Wealth Advisors, LLC

72.28K

Jun 30, 26

-21.99K

0.03%

Valeo Financial Advisors, LLC

71.41K

Jun 30, 26

+59.64K

0.03%

Root Financial Partners, LLC

71.31K

Jun 30, 26

-2.52K

0.03%

RTD Financial Advisors, Inc.

70.10K

Jun 30, 26

+17.48K

0.03%

Strategent Financial, LLC

69.49K

Jun 30, 26

+2.50K

0.03%

M Holdings Securities, Inc.

69.22K

Jun 30, 26

-29.16K

0.03%

W.H. Cornerstone Investments Inc.

69.07K

Jun 30, 26

-10.61K

0.03%

Essential Planning, LLC.

68.72K

Jun 30, 26

+11.71K

0.03%

Triad Wealth Partners, LLC

67.68K

Jun 30, 26

+1.88K

0.03%

DOPKINS WEALTH MANAGEMENT, LLC

67.47K

Jun 30, 26

-312

0.03%

PW ADVISORS, LLC \ FL

65.75K

Jun 30, 26

-1.69K

0.03%

BDFS Capital LLC

65.34K

Jun 30, 26

+11.60K

0.03%

Keyes, Stange & Wooten Wealth Management, LLC

64.86K

Jun 30, 26

-6.31K

0.03%

Waverly Advisors, LLC

64.27K

Jun 30, 26

-526

0.03%

ENTRUST FINANCIAL LLC

64.06K

Jun 30, 26

-2.88K

0.03%

WorthPointe, LLC

62.80K

Jun 30, 26

-2.46K

0.03%

Smartleaf Asset Management LLC

60.37K

Jun 30, 26

0.02%

Perigon Wealth Management, LLC

59.53K

Jun 30, 26

+3.33K

0.02%

Nalls Sherbakoff Group, LLC

59.33K

Jun 30, 26

-2.53K

0.02%

Cerity Partners LLC

59.19K

Jun 30, 26

+944

0.02%

VeraBank, N.A.

58.90K

Jun 30, 26

-2.21K

0.02%

Warburton Capital Management, LLC

58.48K

Jun 30, 26

+1.54K

0.02%

FIDUCIARY FINANCIAL ADVISORS

58.41K

Jun 30, 26

+25.95K

0.02%

NWAM LLC

56.76K

Jun 30, 26

+1.73K

0.02%

Liberty Capital Management, Inc.

56.31K

Jun 30, 26

+56.31K

0.02%

Merit Financial Group, LLC

55.40K

Jun 30, 26

-3.39K

0.02%

PINNEY & SCOFIELD, INC.

55.20K

Jun 30, 26

+3.27K

0.02%

Savvy Advisors, Inc.

55.06K

Jun 30, 26

+2.88K

0.02%

Breakwater Capital Group

54.89K

Jun 30, 26

+186

0.02%

Sprinkle Financial Consultants LLC

54.40K

Jun 30, 26

+50

0.02%

Financial Alternatives, Inc

54.33K

Jun 30, 26

-371

0.02%

Index Fund Advisors, Inc.

54.25K

Jun 30, 26

+5.55K

0.02%

Security Financial Services, INC.

53.93K

Jun 30, 26

-7.56K

0.02%

Veratis Advisors, Inc.

52.42K

Jun 30, 26

+52.42K

0.02%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

51.90K

Jun 30, 26

+51.90K

0.02%

Tennessee Valley Asset Management Partners

50.59K

Jun 30, 26

+50.59K

0.02%

Navigate Wealth Management, LLC

50.11K

Jun 30, 26

+62

0.02%

Ballast Financial Advisors LLC

49.95K

Jun 30, 26

-1.65K

0.02%

Lodestone Wealth Management LLC

49.74K

Jun 30, 26

-1.00K

0.02%

FMB WEALTH MANAGEMENT

49.31K

Jun 30, 26

+4.52K

0.02%

Elite Life Management LLC

49.09K

Jun 30, 26

+12.60K

0.02%

ENTREWEALTH, LLC

48.68K

Jun 30, 26

-1.03K

0.02%

Applied Capital LLC

48.27K

Jun 30, 26

-3.01K

0.02%

Torren Management, LLC

47.67K

Jun 30, 26

-4.32K

0.02%

CITADEL ADVISORS LLC

47.48K

Jun 30, 26

-78.48K

0.02%

Core Wealth Management, Inc.

47.27K

Jun 30, 26

-1.35K

0.02%

BROWN ADVISORY INC

46.55K

Jun 30, 26

+6.25K

0.02%

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

46.30K

Jun 30, 26

+7.03K

0.02%

Approach Retirement Advisors, LLC

46.28K

Jun 30, 26

-545

0.02%

Vestment Financial LLC

46.10K

Jun 30, 26

-717

0.02%

Ariadne Wealth Management, LP

45.89K

Jun 30, 26

+1.37K

0.02%

AssuredPartners Investment Advisors, LLC

45.35K

Jun 30, 26

+8.51K

0.02%

Meritas Wealth Management, LLC

45.30K

Jun 30, 26

-18

0.02%

Strathmore Capital Advisors, Inc.

44.21K

Jun 30, 26

+3.63K

0.02%

ENZI WEALTH

44.06K

Jun 30, 26

-4.52K

0.02%

Selective Wealth Management, Inc.

43.73K

Jun 30, 26

+22.36K

0.02%

UBS Group AG

43.35K

Jun 30, 26

+829

0.02%

Empire Financial Management Company, LLC

43.22K

Jun 30, 26

+700

0.02%

Avise Financial Cooperative, Inc.

42.60K

Jun 30, 26

-6.75K

0.02%

POINCIANA ADVISORS GROUP, LLC

42.35K

Jun 30, 26

-69

0.02%

Aegis Wealth Management LLC

42.23K

Jun 30, 26

-737

0.02%

WELLS FARGO & COMPANY/MN

40.54K

Jun 30, 26

+36.03K

0.02%

Canvas Wealth Advisors, LLC

39.76K

Jun 30, 26

+9.75K

0.02%

Integras Partners LLC

39.29K

Jun 30, 26

-461

0.02%

Quantinno Capital Management LP

39.22K

Jun 30, 26

+23.86K

0.02%

Wedmont Private Capital

39.11K

Jun 30, 26

+120

0.02%

Schubert & Co

38.88K

Jun 30, 26

+497

0.02%

First Financial Group Corp

37.46K

Jun 30, 26

+584

0.02%

Belleair Asset Management, LLC

36.71K

Jun 30, 26

+141

0.02%

Summit Financial, LLC

36.53K

Jun 30, 26

+239

0.02%

GeoWealth Management, LLC

36.13K

Jun 30, 26

+1.01K

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

36.02K

Jun 30, 26

-598

0.01%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

35.79K

Jun 30, 26

0.01%

Sensenig Capital Advisors, Inc

34.23K

Jun 30, 26

-114.82K

0.01%

Two West Capital Advisors LLC

34.16K

Jun 30, 26

-1.01K

0.01%

Gemmer Asset Management LLC

33.59K

Jun 30, 26

+3.43K

0.01%

RB Capital Management, LLC

33.57K

Jun 30, 26

+12.23K

0.01%

Live Oak Private Wealth LLC

32.97K

Jun 30, 26

-6.10K

0.01%

25 LLC

32.86K

Jun 30, 26

+1.52K

0.01%

SageView Advisory Group, LLC

32.21K

Jun 30, 26

-2.27K

0.01%

CreativeOne Wealth, LLC

31.41K

Jun 30, 26

+4.45K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

31.28K

Jun 30, 26

-2.19K

0.01%

Wealthcare Advisory Partners LLC

31.16K

Jun 30, 26

+3.33K

0.01%

BAYSHORE ASSET MANAGEMENT, LLC

30.80K

Jun 30, 26

0.01%

Dala Group, LLC

30.39K

Jun 30, 26

-164

0.01%

Beacon Financial Advisory LLC

29.72K

Jun 30, 26

+3.63K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

29.31K

Jun 30, 26

+29.31K

0.01%

Clear Creek Financial Management, LLC

29.30K

Jun 30, 26

+543

0.01%

Valmark Advisers, Inc.

29.17K

Jun 30, 26

+2.78K

0.01%

HARBOUR INVESTMENTS, INC.

29.17K

Jun 30, 26

+2.15K

0.01%

Werba Rubin Papier Wealth Management

28.07K

Jun 30, 26

+873

0.01%

Daner Wealth Management, LLC

27.93K

Jun 30, 26

+2.96K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

27.77K

Jun 30, 26

-776

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

27.76K

Jun 30, 26

+5.87K

0.01%

RF&L WEALTH MANAGEMENT, LLC

27.45K

Jun 30, 26

-1.09K

0.01%

Sterling Wealth Advisors Inc

27.06K

Jun 30, 26

-483

0.01%

Altiora Financial Group, LLC

26.91K

Jun 30, 26

+51

0.01%

Graves Light Lenhart Wealth, Inc.

26.72K

Jun 30, 26

-67.81K

0.01%

Wealthspire Advisors, LLC

26.30K

Jun 30, 26

0.01%

Legacy Capital Wealth Partners, LLC

25.77K

Jun 30, 26

-1.43K

0.01%

Mission Hills Financial Advisory, LLC

25.50K

Jun 30, 26

+25.50K

0.01%

Lauterbach Financial Advisors, LLC

24.80K

Jun 30, 26

+175

0.01%

marrick wealth, LLC

24.58K

Jun 30, 26

-1.03K

0.01%

BURNEY CO/

22.80K

Jun 30, 26

-862

0.01%

Blossom Wealth Management

22.51K

Jun 30, 26

+1.03K

0.01%

SIGNATUREFD, LLC

22.10K

Jun 30, 26

-647

0.01%

Ridgeline Wealth, LLC

21.88K

Jun 30, 26

-625

0.01%

Disciplined Investments, LLC

21.68K

Jun 30, 26

+2.34K

0.01%

Brookstone Capital Management

21.49K

Jun 30, 26

+2.02K

0.01%

Global Financial Private Client, LLC

21.40K

Jun 30, 26

+7.82K

0.01%

GEM Asset Management, LLC

20.28K

Jun 30, 26

+137

0.01%

Nuveen, LLC

20.27K

Jun 30, 26

+20.27K

0.01%

Rockefeller Capital Management L.P.

20.17K

Jun 30, 26

+4.12K

0.01%

Joel Isaacson & Co., LLC

19.78K

Jun 30, 26

+19.78K

0.01%

Oath Planning, LLC

19.73K

Jun 30, 26

-96

0.01%

Higgins & Schmidt Wealth Strategies LLC

19.64K

Jun 30, 26

-1.11K

0.01%

USAdvisors Wealth Management, LLC

19.22K

Jun 30, 26

-383

0.01%

Arkadios Wealth Advisors

19.13K

Jun 30, 26

0.01%

E6 Portfolios, LLC

18.88K

Jun 30, 26

-699

0.01%

Opulen Financial Group LLC

18.61K

Jun 30, 26

+2.37K

0.01%

FMR LLC

18.55K

Jun 30, 26

+1.17K

0.01%

Chico Wealth RIA

18.23K

Jun 30, 26

0.01%

Oceanside Advisors LLC

18.06K

Jun 30, 26

-180

0.01%

Astra Wealth Partners LLC

18.02K

Jun 30, 26

+3.60K

0.01%

TCG Advisory Services, LLC

17.79K

Jun 30, 26

+17.79K

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

17.64K

Jun 30, 26

-909

0.01%

BESSEMER GROUP INC

17.35K

Jun 30, 26

+2.75K

0.01%

Cogent Private Wealth, Inc.

17.20K

Jun 30, 26

-49

0.01%

Prospera Financial Services Inc

17.11K

Jun 30, 26

+6.86K

0.01%

Cetera Investment Advisers

16.96K

Jun 30, 26

+3.10K

0.01%

Ashton Thomas Private Wealth, LLC

16.80K

Jun 30, 26

-1.66K

0.01%

Gordian Advisors LLC

16.69K

Jun 30, 26

-600

0.01%

TRED AVON FAMILY WEALTH, LLC

16.64K

Jun 30, 26

+1.17K

0.01%

Equitable Holdings, Inc.

16.39K

Jun 30, 26

+721

0.01%

Garde Capital, Inc.

16.27K

Jun 30, 26

0.01%

SEVEN MILE ADVISORY

16.13K

Jun 30, 26

+62

0.01%

Tortoise Investment Management, LLC

15.96K

Jun 30, 26

0.01%

Essex Financial Services, Inc.

15.87K

Jun 30, 26

+15.87K

0.01%

Wealth Management Nebraska

15.78K

Jun 30, 26

0.01%

Geometric Wealth Advisors

15.71K

Jun 30, 26

0.01%

Quad-Cities Investment Group, LLC

15.34K

Jun 30, 26

-526

0.01%

Caprock Group, LLC

14.96K

Jun 30, 26

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

14.96K

Jun 30, 26

-7.02K

0.01%

NorthCrest Asset Manangement, LLC

14.85K

Jun 30, 26

-1.31K

0.01%

True Wealth Design, LLC

14.44K

Jun 30, 26

-357

0.01%

LAM GROUP, INC.

14.31K

Jun 30, 26

0.01%

Drucker Wealth 3.0, LLC

14.01K

Jun 30, 26

-3.38K

0.01%

JOHNSON INVESTMENT COUNSEL INC

13.86K

Jun 30, 26

+3.82K

0.01%

XCELSIOR ADVISOR PARTNERS LLC

13.72K

Jun 30, 26

-37

0.01%

Morling Financial Advisors, LLC

13.60K

Jun 30, 26

-211

0.01%

IF Advisors, LLC

13.53K

Jun 30, 26

0.01%

Fortis Capital Management LLC

13.25K

Jun 30, 26

+72

0.01%

Sanibel Captiva Trust Company, Inc.

13.03K

Jun 30, 26

+13.03K

0.01%

Stratos Wealth Partners, LTD.

12.91K

Jun 30, 26

+12.91K

0.01%

CITIZENS & NORTHERN CORP

12.83K

Jun 30, 26

0.01%

Venture Visionary Partners LLC

12.72K

Jun 30, 26

+12.72K

0.01%

Donalies Financial Planning, LLC

12.71K

Jun 30, 26

+1.60K

0.01%

Aurelius Family Office LLC

12.38K

Jun 30, 26

-45

0.01%

Pure Financial Advisors, LLC

12.25K

Jun 30, 26

+644

0.01%

BKA Wealth Consulting, Inc.

12.20K

Jun 30, 26

+878

0.01%

Prime Capital Investment Advisors, LLC

11.89K

Jun 30, 26

-110

0.00%

Schulz Wealth, LTD.

11.76K

Jun 30, 26

+11.76K

0.00%

Mustard Seed Financial, LLC

11.76K

Jun 30, 26

-323

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

11.68K

Jun 30, 26

+762

0.00%

Pathstone Holdings, LLC

11.60K

Jun 30, 26

+23

0.00%

Cresset Asset Management, LLC

11.48K

Jun 30, 26

-3.73K

0.00%

MAI Capital Management

11.05K

Jun 30, 26

+10.82K

0.00%

McGrath & Associates, Inc.

11.03K

Jun 30, 26

-346

0.00%

TCFG Investment Advisors, LLC

10.80K

Jun 30, 26

+112

0.00%

Signal Advisors Wealth, LLC

10.66K

Jun 30, 26

-514

0.00%

Lifeworks Advisors, LLC

10.55K

Jun 30, 26

0.00%

Cascade Financial Partners, LLC

10.50K

Jun 30, 26

0.00%

Avidian Wealth Solutions, LLC

10.31K

Jun 30, 26

+10.31K

0.00%

Compass Ion Advisors, LLC

9.99K

Jun 30, 26

0.00%

Shepherd Financial Partners LLC

9.99K

Jun 30, 26

+9.99K

0.00%

Amicus Financial Advisors, LLC

9.88K

Jun 30, 26

+2.25K

0.00%

CAHILL FINANCIAL ADVISORS INC

9.61K

Jun 30, 26

+3.02K

0.00%

Disciplined Equity Management, Inc.

9.52K

Jun 30, 26

+60

0.00%

BAKER TILLY WEALTH MANAGEMENT, LLC

9.03K

Jun 30, 26

-1.94K

0.00%

CALTON & ASSOCIATES, INC.

8.79K

Jun 30, 26

+937

0.00%

TANDEMGROWTH FINANCIAL ADVISORS LLC

8.77K

Jun 30, 26

0.00%

Riverbend Wealth Management, LLC

8.60K

Jun 30, 26

+217

0.00%

Clearstead Advisors, LLC

8.60K

Jun 30, 26

-30

0.00%

Colonial Trust Co / SC

8.54K

Jun 30, 26

+2.92K

0.00%

STIFEL FINANCIAL CORP

8.53K

Jun 30, 26

+333

0.00%

Apollon Financial, LLC

8.39K

Jun 30, 26

+8.39K

0.00%

NAPLES GLOBAL ADVISORS, LLC

8.38K

Jun 30, 26

0.00%

SILVER OAK SECURITIES, INCORPORATED

8.25K

Jun 30, 26

+1.44K

0.00%

Eqis Capital Management, Inc.

8.20K

Jun 30, 26

+102

0.00%

NFP Retirement, Inc.

7.87K

Jun 30, 26

+45

0.00%

Inspire Advisors, LLC

7.68K

Jun 30, 26

+7.68K

0.00%

Facet Wealth, Inc.

7.67K

Jun 30, 26

+7.67K

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

7.64K

Jun 30, 26

+196

0.00%

FOSTER & MOTLEY INC

7.33K

Jun 30, 26

0.00%

Private Advisor Group, LLC

7.29K

Jun 30, 26

-14.07K

0.00%

Patriot Financial Group Insurance Agency, LLC

7.11K

Jun 30, 26

-7.11K

0.00%

Babb Wealth Advisors LLC

6.99K

Jun 30, 26

0.00%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

6.90K

Jun 30, 26

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

6.83K

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

6.79K

Jun 30, 26

+6.79K

0.00%

Gladstone Institutional Advisory LLC

6.77K

Jun 30, 26

+21

0.00%

Strategic Blueprint, LLC

6.68K

Jun 30, 26

-124

0.00%

HANOVER ADVISORS INC

6.59K

Jun 30, 26

-1.18K

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

6.56K

Jun 30, 26

0.00%

TAGStone Capital, Inc.

6.53K

Jun 30, 26

+65

0.00%

Freedom Day Solutions, LLC

6.51K

Jun 30, 26

0.00%

C M BIDWELL & ASSOCIATES LTD

6.50K

Jun 30, 26

-1

0.00%

VestGen Advisors, LLC

6.43K

Jun 30, 26

0.00%

SUMMIT WEALTH GROUP LLC / CO

6.38K

Jun 30, 26

0.00%

Sunpointe, LLC

6.33K

Jun 30, 26

+37

0.00%

PRIVATE TRUST CO NA

6.28K

Jun 30, 26

0.00%

Quantum Financial Advisors, LLC

6.23K

Jun 30, 26

-73

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

6.20K

Jun 30, 26

0.00%

OMNI 360 Wealth, Inc.

6.19K

Jun 30, 26

+6.19K

0.00%

Forefront Wealth Partners, LLC

6.19K

Jun 30, 26

+6.19K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

6.10K

Jun 30, 26

+6.10K

0.00%

Diversify Advisory Services, LLC

6.10K

Jun 30, 26

+6.10K

0.00%

Pensionmark Financial Group, LLC

6.04K

Jun 30, 26

+6.04K

0.00%

Frankly Finances, LLC

5.98K

Jun 30, 26

-330

0.00%

Zhang Financial LLC

5.92K

Jun 30, 26

+25

0.00%

SYM FINANCIAL Corp

5.89K

Jun 30, 26

0.00%

Tranquility Partners, LLC

5.86K

Jun 30, 26

+5.86K

0.00%

Old Peak Finance LLC

5.81K

Jun 30, 26

+5.81K

0.00%

Stirlingshire Investments, Inc.

5.74K

Jun 30, 26

-92

0.00%

Baird Financial Group, Inc.

5.66K

Jun 30, 26

+5.66K

0.00%

Stratos Wealth Advisors, LLC

5.61K

Jun 30, 26

+5.61K

0.00%

Physician Wealth Advisors, Inc.

5.56K

Jun 30, 26

+3.13K

0.00%

Hoxton Planning & Management, LLC

5.51K

Jun 30, 26

+5.51K

0.00%

GREENWOOD CAPITAL ASSOCIATES LLC

5.48K

Jun 30, 26

+5.48K

0.00%

DOLIVER ADVISORS, LP

5.40K

Jun 30, 26

+5.40K

0.00%

AE Wealth Management LLC

5.35K

Jun 30, 26

-15.34K

0.00%

True North Advisors, LLC

5.25K

Jun 30, 26

+5.25K

0.00%

Glass Jacobson Investment Advisors llc

5.21K

Jun 30, 26

0.00%

SMITH, MOORE & CO.

5.16K

Jun 30, 26

+5.16K

0.00%

Broadhurst Jeffrey B

5.14K

Jun 30, 26

-10.55K

0.00%

Fidelis Capital Partners, LLC

5.13K

Jun 30, 26

+5.13K

0.00%

WPWealth LLP

5.10K

Jun 30, 26

+5.10K

0.00%

DBK Financial Counsel, LLC

5.08K

Jun 30, 26

+5.08K

0.00%

LexAurum Advisors, LLC

5.04K

Jun 30, 26

+5.04K

0.00%

Capital Group Private Client Services, Inc.

5.03K

Jun 30, 26

+5.03K

0.00%

Advyzon Investment Management, LLC

5.03K

Jun 30, 26

+5.03K

0.00%

VANCE WEALTH, INC.

4.98K

Jun 30, 26

+4.98K

0.00%

UMB Bank, n.a.

4.73K

Jun 30, 26

0.00%

Keating Financial Advisory Services, Inc.

4.66K

Jun 30, 26

+18

0.00%

Millstone Evans Group, LLC

4.50K

Jun 30, 26

-125

0.00%

ZRC WEALTH MANAGEMENT, LLC

4.11K

Jun 30, 26

+14

0.00%

ROGCO, LP

3.89K

Jun 30, 26

0.00%

IFP Advisors, Inc

3.88K

Jun 30, 26

-8

0.00%

Vermillion Wealth Management, Inc.

3.83K

Jun 30, 26

+23

0.00%

ASSETMARK, INC

3.72K

Jun 30, 26

+3.34K

0.00%

Topsail Wealth Management, LLC

3.26K

Jun 30, 26

+410

0.00%

FIFTH THIRD BANCORP

3.13K

Jun 30, 26

-148

0.00%

Stone House Investment Management, LLC

3.00K

Jun 30, 26

-149

0.00%

Ares Financial Consulting, LLC

2.83K

Jun 30, 26

-683

0.00%

Keystone Financial Group, Inc.

2.73K

Jun 30, 26

+15

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

2.68K

Jun 30, 26

-1.43K

0.00%

Forum Finance Group S.A.

2.67K

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

2.65K

Jun 30, 26

0.00%

WealthCollab, LLC

2.60K

Jun 30, 26

0.00%

MTM Investment Management, LLC

2.58K

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

2.38K

Jun 30, 26

-3.39K

0.00%

IFG Advisory, LLC

2.30K

Jun 30, 26

+395

0.00%

Community Bank, N.A.

2.29K

Jun 30, 26

+2.29K

0.00%

FRANKLIN RESOURCES INC

2.12K

Jun 30, 26

-1.00K

0.00%

Crewe Advisors LLC

2.08K

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

1.90K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.78K

Jun 30, 26

+1.69K

0.00%

Aptus Capital Advisors, LLC

1.69K

Jun 30, 26

+1.34K

0.00%

Concord Wealth Partners

1.65K

Jun 30, 26

+1.65K

0.00%

BankChampaign, National Association

1.50K

Jun 30, 26

0.00%

AlphaCore Capital LLC

1.41K

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

1.27K

Jun 30, 26

0.00%

Capital Analysts, LLC

1.27K

Jun 30, 26

+1.27K

0.00%

Morton Brown Family Wealth, LLC

1.17K

Jun 30, 26

+488

0.00%

Kennebec Savings Bank

1.13K

Jun 30, 26

0.00%

Acumen Wealth Advisors, LLC

1.09K

Jun 30, 26

+1.09K

0.00%

HAZLETT, BURT & WATSON, INC.

917

Jun 30, 26

+737

0.00%

ELEVATE WEALTH ADVISORY, INC

830

Jun 30, 26

-616

0.00%

Pinnacle Bancorp, Inc.

819

Jun 30, 26

-181

0.00%

Spire Wealth Management

789

Jun 30, 26

+456

0.00%

HOWE & RUSLING INC

789

Jun 30, 26

+789

0.00%

TOWER TRUST & INVESTMENT Co

681

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

546

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

533

Jun 30, 26

0.00%

Medallion Wealth Advisors, LLC

504

Jun 30, 26

-27

0.00%

HANTZ FINANCIAL SERVICES, INC.

469

Jun 30, 26

+469

0.00%

RHL GROUP, LLC

461

Jun 30, 26

-27

0.00%

Parallel Advisors, LLC

411

Jun 30, 26

-59.62K

0.00%

Strategic Wealth Partners, Ltd.

357

Jun 30, 26

0.00%

Larson Financial Group LLC

325

Jun 30, 26

0.00%

Go Invest LLC

300

Jun 30, 26

+17

0.00%

GABLES CAPITAL MANAGEMENT INC.

287

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

229

Jun 30, 26

-190

0.00%

Coston, McIsaac & Partners

223

Jun 30, 26

0.00%

Bay Harbor Wealth Management, LLC

214

Jun 30, 26

+214

0.00%

CoreCap Advisors, LLC

198

Jun 30, 26

-27

0.00%

LRI Investments, LLC

149

Jun 30, 26

+41

0.00%

Archer Investment Corp

140

Jun 30, 26

0.00%

Integrity Financial Corp /WA

110

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

101

Jun 30, 26

+101

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+84

0.00%

Key Capital Management, INC

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

Jun 30, 26

0.00%

Hurley Capital, LLC

Jun 30, 26

0.00%

Quent Capital, LLC

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

CAMBIENT FAMILY OFFICE, LLC

Jun 30, 26

0.00%

FLOW TRADERS U.S. LLC

Jun 30, 26

-17.57K

Magnolia Wealth Management, LLC

Jun 30, 26

-1.42K

Turtle Creek Wealth Advisors, LLC

Jun 30, 26

-180

Golden State Equity Partners

Jun 30, 26

-486

Wright Fund Management, LLC

Jun 30, 26

-339.51K

Summit Financial Strategies, Inc.

Jun 30, 26

-6.42K

INDEPENDENT FINANCIAL GROUP, LLC

Jun 30, 26

-13.72K

BAYBAN

Jun 30, 26

-46

Western Wealth Management, LLC

Jun 30, 26

-1.68K

Tradewinds Capital Management, LLC

Jun 30, 26

-284

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-38.00K

Qube Research & Technologies Ltd

Jun 30, 26

-481

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-125.22K

EVOKE WEALTH, LLC

Jun 30, 26

-12.31K

Ronald Blue Trust, Inc.

Jun 30, 26

-10.16K

TD Capital Management LLC

Jun 30, 26

-1.82K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-129

OneAscent Family Office, LLC

Jun 30, 26

-7.11K

Operose Advisors LLC

Jun 30, 26

-1.41K

CWM, LLC

1.83M

Mar 31, 26

+152.41K

0.76%

Premier Financial Group

608.84K

Mar 31, 26

+755

0.25%

Evanson Asset Management, LLC

586.55K

Mar 31, 26

+7.40K

0.24%

North Ridge Wealth Advisors, Inc.

166.95K

Mar 31, 26

-11.43K

0.07%

SIGNET FINANCIAL MANAGEMENT, LLC

35.49K

Mar 31, 26

+52

0.01%

U.S. Capital Wealth Advisors, LLC

34.05K

Mar 31, 26

+6.54K

0.01%

Skopos Labs, Inc.

11.30K

Mar 31, 26

+214

0.00%

TCFG WEALTH MANAGEMENT, LLC

10.69K

Mar 31, 26

-115

0.00%

Financial Connections Group, Inc.

856

Mar 31, 26

+856

0.00%

Parkside Financial Bank & Trust

366

Mar 31, 26

0.00%

SOL Capital Management CO

Mar 31, 26

-12.37K

Heritage Financial Services, LLC

1.74M

Dec 31, 25

-49.23K

0.72%

Total Wealth Planning, LLC

100.34K

Dec 31, 25

-1.74M

0.04%

Grunden Financial Advisory, Inc.

41.19K

Dec 31, 25

+3.52K

0.02%

Austin Private Wealth, LLC

40.67K

Dec 31, 25

+1.80K

0.02%

VanderPol Investments L.L.C.

13.82K

Dec 31, 25

+2.82K

0.01%

COMERICA BANK

912

Dec 31, 25

-5

0.00%

CIBC Private Wealth Group, LLC

Dec 31, 25

-5.77K

0.00%

Wealthstream Advisors, Inc.

1.49M

Sep 30, 25

+10.21K

0.61%

Willow Creek Wealth Management Inc.

962.19K

Sep 30, 25

+51.13K

0.40%

Hemington Wealth Management

818.75K

Sep 30, 25

+44.92K

0.34%

PBMares Wealth Management LLC

238.47K

Sep 30, 25

+12.81K

0.10%

ASSET PLANNING CORPORATION

78.05K

Sep 30, 25

+15.11K

0.03%

Kathleen S. Wright Associates Inc.

64.42K

Sep 30, 25

+39

0.03%

Copperleaf Capital, LLC

44.94K

Sep 30, 25

+607

0.02%

OPTIMUM INVESTMENT ADVISORS

120

Sep 30, 25

0.00%

Lion Street Advisors, LLC

Sep 30, 25

-33.13K

Jentner Corp

585.55K

Jun 30, 25

+22.39K

0.24%

Kaye Capital Management

172.00K

Jun 30, 25

+150.21K

0.07%

Waypoint Wealth Partners Inc.

151.19K

Jun 30, 25

+9.32K

0.06%

Parkworth Wealth Management, Inc.

120.55K

Jun 30, 25

+1.82K

0.05%

KRAFT ASSET MANAGEMENT, LLC

16.36K

Jun 30, 25

-8.70K

0.01%

Congress Wealth Management LLC / DE /

12.69K

Jun 30, 25

+1.54K

0.01%

Atria Wealth Solutions, Inc.

Jun 30, 25

-8.31K

Orion Portfolio Solutions, LLC

117.92K

Mar 31, 25

+7.75K

0.05%

Aveo Capital Partners, LLC

67.17K

Mar 31, 25

-1.94K

0.03%

Cahill Wealth Management, LLC

60.57K

Mar 31, 25

-648

0.03%

Carlson Capital Management

2.24M

Dec 31, 24

+1.73K

0.92%

WMS Partners, LLC

64.46K

Dec 31, 24

-11.27K

0.03%

CRITERION CAPITAL ADVISORS, LLC

52.88K

Dec 31, 24

0.02%

Waypoint Capital Advisors, LLC

413.15K

Sep 30, 24

+193.50K

0.17%

GUARDIAN CAPITAL ADVISORS LP

399.81K

Sep 30, 24

+135.38K

0.17%

Advisory Services & Investments, LLC

385.39K

Sep 30, 24

-22.59K

0.16%

Raymond James Financial Services Advisors, Inc.

27.56K

Sep 30, 24

+23

0.01%

RAYMOND JAMES & ASSOCIATES

11.34K

Sep 30, 24

+11.34K

0.00%

Aspire Wealth Management Corp

2.55K

Sep 30, 24

+141

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

3.96M

Jun 30, 24

+783.29K

1.64%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

15.29K

Mar 31, 24

-505

0.01%

Bridgeworth, LLC

859.87K

Dec 31, 23

+9.82K

0.36%

WEALTHSOURCE PARTNERS, LLC

45.55K

Dec 31, 23

-145

0.02%

Baystate Wealth Management LLC

342

Dec 31, 23

+342

0.00%

Steward Financial Group LLC

456.09K

Sep 30, 23

+27.46K

0.19%

TRIAD FINANCIAL ADVISORS, INC.

274.50K

Sep 30, 23

+133.60K

0.11%

Column Capital Advisors, LLC

47.54K

Sep 30, 23

-372

0.02%

PATHSTONE FAMILY OFFICE, LLC

21.42K

Sep 30, 23

+169

0.01%

BRIGGS ADVISORY GROUP, INC.

19.49K

Sep 30, 23

+19.49K

0.01%

Relaxing Retirement Coach

1.02M

Jun 30, 23

+70.07K

0.42%

Brainard Capital Management LLC

21.16K

Mar 31, 23

+16

0.01%

Align Wealth Management, LLC

149.43K

Dec 31, 22

+149.43K

0.06%

RESOLUTE FINANCIAL, LLC

28.56K

Dec 31, 22

-2.58K

0.01%

BALASA DINVERNO & FOLTZ LLC

2.15M

Sep 30, 22

+642.67K

0.89%

CPWM, LLC

22.46K

Sep 30, 22

-21.20K

0.01%