Dimensional - International Core Equity 2 ETF(DFIC)

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Dimensional - International Core Equity 2 ETF(DFIC)

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$37.27—

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DFIC(DFIC)

DFIC

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 655 Institutional Holders

Holder	Shares	Date	Change	% Held
Trust Co of the South	1.07M	Jun 30, 26	+52.08K	0.28%
Hiley Hunt Wealth Management	462.38K	Jun 30, 26	+6.44K	0.12%
Ridgeline Wealth, LLC	383.54K	Jun 30, 26	+29.08K	0.10%
Quad-Cities Investment Group, LLC	40.88K	Jun 30, 26	+2.45K	0.01%
Clark Asset Management, LLC	33.09K	Jun 30, 26	+1.52K	0.01%
Pioneer Wealth Management Group	14.62K	Jun 30, 26	--	0.00%
CX Institutional	9.68K	Jun 30, 26	+5.34K	0.00%
Archer Investment Management, LLC	8.49K	Jun 30, 26	-159	0.00%
VisionPoint Advisory Group, LLC	6.49K	Jun 30, 26	-23.10K	0.00%
Westmount Partners, LLC	--	Jun 30, 26	-16.75K	--
MERCER GLOBAL ADVISORS INC /ADV	38.46M	Mar 31, 26	+1.46M	10.22%
Forum Financial Management, LP	16.22M	Mar 31, 26	-313.99K	4.31%
Evensky & Katz LLC	6.06M	Mar 31, 26	-148.35K	1.61%
ENVESTNET ASSET MANAGEMENT INC	5.44M	Mar 31, 26	+804.92K	1.44%
JMG Financial Group, Ltd.	4.79M	Mar 31, 26	+353.82K	1.27%
Apella Capital, LLC	4.55M	Mar 31, 26	+256.00K	1.21%
Greenspring Advisors, LLC	4.47M	Mar 31, 26	-15.07K	1.19%
HighTower Advisors, LLC	4.32M	Mar 31, 26	-808.52K	1.15%
RW Investment Management LLC	4.23M	Mar 31, 26	+4.23M	1.13%
Summit Financial Strategies, Inc.	3.89M	Mar 31, 26	+12.50K	1.03%
AWM CAPITAL, LLC	3.52M	Mar 31, 26	-7.94K	0.93%
LPL Financial LLC	3.51M	Mar 31, 26	+72.82K	0.93%
Plancorp, LLC	3.50M	Mar 31, 26	+405.30K	0.93%
Cannon Financial Strategists, Inc.	3.46M	Mar 31, 26	+2.03K	0.92%
Sageworth Trust Co	3.23M	Mar 31, 26	-3.40K	0.86%
Colony Group, LLC	3.19M	Mar 31, 26	+2.06K	0.85%
MASECO LLP	3.17M	Mar 31, 26	+290.43K	0.84%
Symmetry Partners, LLC	2.83M	Mar 31, 26	+106.68K	0.75%
JANE STREET GROUP, LLC	2.73M	Mar 31, 26	+2.73M	0.72%
PHILLIPS FINANCIAL MANAGEMENT, LLC	2.61M	Mar 31, 26	-240.73K	0.69%
Pathstone Holdings, LLC	2.60M	Mar 31, 26	-95.58K	0.69%
Beacon Pointe Advisors, LLC	2.60M	Mar 31, 26	+36.88K	0.69%
Kestra Investment Management, LLC	2.56M	Mar 31, 26	+46.72K	0.68%
WPWealth LLP	2.52M	Mar 31, 26	-443	0.67%
Annex Advisory Services, LLC	2.46M	Mar 31, 26	-53.57K	0.65%
Asset Dedication, LLC	2.41M	Mar 31, 26	-111.10K	0.64%
Aspen Capital Management, LLC	2.28M	Mar 31, 26	+7.23K	0.61%
Rather & Kittrell, Inc.	2.26M	Mar 31, 26	+31.55K	0.60%
Rockbridge Investment Management, LCC	2.19M	Mar 31, 26	-548	0.58%
Elser Financial Planning, Inc	2.17M	Mar 31, 26	+2.17M	0.58%
BRIGHTON JONES LLC	2.08M	Mar 31, 26	+58.68K	0.55%
Resources Investment Advisors, LLC.	2.07M	Mar 31, 26	+26.53K	0.55%
Hill Investment Group Partners, LLC	2.04M	Mar 31, 26	+8.23K	0.54%
Syverson Strege & Co	2.03M	Mar 31, 26	-36.96K	0.54%
Baird Financial Group, Inc.	1.97M	Mar 31, 26	+6.14K	0.52%
Truepoint, Inc.	1.96M	Mar 31, 26	-98.99K	0.52%
Leading Edge Financial Planning LLC	1.96M	Mar 31, 26	+107.04K	0.52%
SJS Investment Consulting Inc.	1.96M	Mar 31, 26	+65.69K	0.52%
Miramar Fiduciary Corp	1.92M	Mar 31, 26	-168.05K	0.51%
Moss Adams Wealth Advisors LLC	1.86M	Mar 31, 26	+70.70K	0.50%
Rockwood Wealth Management, LLC	1.77M	Mar 31, 26	+32.13K	0.47%
Vestmark Advisory Solutions, Inc.	1.74M	Mar 31, 26	+494.99K	0.46%
Betterment LLC	1.58M	Mar 31, 26	+20.25K	0.42%
COMMONWEALTH EQUITY SERVICES, LLC	1.58M	Mar 31, 26	+91.24K	0.42%
Kooman & Associates	1.57M	Mar 31, 26	-23.99K	0.42%
Catalyst Capital Advisors LLC	1.55M	Mar 31, 26	+94.08K	0.41%
Millburn Ridgefield Corp	1.55M	Mar 31, 26	+94.08K	0.41%
BANK OF AMERICA CORP /DE/	1.46M	Mar 31, 26	+244.58K	0.39%
DecisionPoint Financial, LLC	1.42M	Mar 31, 26	+30.37K	0.38%
Helen Stephens Group, LLC	1.40M	Mar 31, 26	+16.70K	0.37%
Mariner, LLC	1.39M	Mar 31, 26	+84.82K	0.37%
DiNuzzo Private Wealth, Inc.	1.39M	Mar 31, 26	-6.40K	0.37%
Stordahl Capital Management, Inc.	1.36M	Mar 31, 26	-40.45K	0.36%
Henrickson Nauta Wealth Advisors, Inc.	1.34M	Mar 31, 26	-1.16M	0.36%
von Borstel & Associates, Inc.	1.32M	Mar 31, 26	-68.52K	0.35%
Eaton-Cambridge Inc.	1.27M	Mar 31, 26	+14.57K	0.34%
Verisail Partners, LLC	1.26M	Mar 31, 26	-24.53K	0.34%
Your Advocates Ltd., LLP	1.25M	Mar 31, 26	+33.41K	0.33%
Savant Capital, LLC	1.25M	Mar 31, 26	-38.52K	0.33%
RS CRUM INC.	1.16M	Mar 31, 26	-17.23K	0.31%
Alpha Financial Advisors, LLC	1.16M	Mar 31, 26	-20.33K	0.31%
AdvisorNet Financial, Inc	1.15M	Mar 31, 26	+50.41K	0.31%
One Degree Advisors Inc	1.12M	Mar 31, 26	+84.31K	0.30%
EnRich Financial Partners LLC	1.12M	Mar 31, 26	+14.49K	0.30%
HILL ISLAND FINANCIAL LLC	1.10M	Mar 31, 26	+17.52K	0.29%
American Trust	1.09M	Mar 31, 26	+88.00K	0.29%
Ullmann Wealth Partners Group, LLC	1.08M	Mar 31, 26	-76.92K	0.29%
BCU Wealth Advisors, LLC	1.07M	Mar 31, 26	-10.56K	0.29%
ARK & TLK INVESTMENTS, LLC	1.06M	Mar 31, 26	+56.90K	0.28%
True Wealth Design, LLC	1.06M	Mar 31, 26	+13.79K	0.28%
CAPSTONE CAPITAL LLC	1.05M	Mar 31, 26	-10.48K	0.28%
Straight Path Wealth Management	1.04M	Mar 31, 26	+49.50K	0.28%
Buckingham Strategic Partners	1.04M	Mar 31, 26	+56.50K	0.28%
Pine Harbor Wealth Management, LLC	1.02M	Mar 31, 26	+134.38K	0.27%
Mattern Wealth Management LLC	982.30K	Mar 31, 26	+13.29K	0.26%
United Wealth Management, LLC	979.56K	Mar 31, 26	+15.40K	0.26%
Tassel Capital Management, Inc.	970.10K	Mar 31, 26	+20.77K	0.26%
BURNEY CO/	967.63K	Mar 31, 26	+75.12K	0.26%
SC&H Financial Advisors, Inc.	963.80K	Mar 31, 26	+23.23K	0.26%
Financial Engines Advisors L.L.C.	949.88K	Mar 31, 26	-12.67K	0.25%
MJP ASSOCIATES INC /ADV	949.47K	Mar 31, 26	+949.47K	0.25%
Advisor OS, LLC	946.77K	Mar 31, 26	+946.77K	0.25%
Pinnacle Financial Group, LLC / IL	916.90K	Mar 31, 26	+53.12K	0.24%
ACORN CREEK CAPITAL LLC	900.53K	Mar 31, 26	-28.04K	0.24%
Eqis Capital Management, Inc.	872.76K	Mar 31, 26	-65.02K	0.23%
Krilogy Financial LLC	861.97K	Mar 31, 26	+8.61K	0.23%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	806.00K	Mar 31, 26	-28.19K	0.21%
Evanson Asset Management, LLC	798.85K	Mar 31, 26	-736	0.21%
Quantum Financial Planning Services, Inc.	795.84K	Mar 31, 26	+23.31K	0.21%
Lutz Financial Services LLC	790.63K	Mar 31, 26	-661	0.21%
Bridgewater Advisors Inc.	778.82K	Mar 31, 26	-102.22K	0.21%
Hurlow Wealth Management Group, Inc.	776.50K	Mar 31, 26	+66.41K	0.21%
Discipline Wealth Solutions, LLC	755.89K	Mar 31, 26	+449.65K	0.20%
HTG Investment Advisors, Inc.	743.70K	Mar 31, 26	+15.42K	0.20%
Sensible Money, LLC	724.08K	Mar 31, 26	+73.16K	0.19%
Kestra Advisory Services, LLC	711.96K	Mar 31, 26	+77.69K	0.19%
SRS Capital Advisors, Inc.	711.12K	Mar 31, 26	-93.22K	0.19%
VeraBank, N.A.	709.17K	Mar 31, 26	+33.56K	0.19%
RAYMOND JAMES FINANCIAL INC	706.81K	Mar 31, 26	+166.32K	0.19%
SwitchPoint Financial Planning, LLC	703.06K	Mar 31, 26	+27.10K	0.19%
CI Private Wealth, LLC	702.21K	Mar 31, 26	-38.16K	0.19%
Cambridge Investment Research Advisors, Inc.	702.12K	Mar 31, 26	+292.06K	0.19%
Integrated Wealth Concepts LLC	697.30K	Mar 31, 26	+57.91K	0.19%
Foundations Investment Advisors, LLC	686.97K	Mar 31, 26	+73.79K	0.18%
EP Wealth Advisors, LLC	668.78K	Mar 31, 26	-4.88K	0.18%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	662.34K	Mar 31, 26	-2.35K	0.18%
Concurrent Investment Advisors, LLC	650.29K	Mar 31, 26	+650.29K	0.17%
Efficient Advisors, LLC	646.21K	Mar 31, 26	-523.80K	0.17%
MOSAIC FAMILY WEALTH PARTNERS, LLC	636.54K	Mar 31, 26	+17.74K	0.17%
Blume Capital Management, Inc.	635.05K	Mar 31, 26	-26.03K	0.17%
Creative Planning	628.57K	Mar 31, 26	+106.49K	0.17%
Burk Holdings LLC	623.47K	Mar 31, 26	+12.49K	0.17%
Great Waters Wealth Management	621.03K	Mar 31, 26	-73.74K	0.17%
Vannoy Advisory Group, Inc.	618.31K	Mar 31, 26	-6.83K	0.16%
Passive Capital Management, LLC.	607.94K	Mar 31, 26	+47.47K	0.16%
Chicago Partners Investment Group LLC	604.38K	Mar 31, 26	+21.89K	0.16%
JPMORGAN CHASE & CO	597.73K	Mar 31, 26	-9.60K	0.16%
New Dimensions Wealth Management, LLC	596.49K	Mar 31, 26	-26.91K	0.16%
AIRE ADVISORS, LLC	593.63K	Mar 31, 26	+6.81K	0.16%
Private Wealth Management Group, LLC	580.78K	Mar 31, 26	-15.49K	0.15%
STUDIO INVESTMENT MANAGEMENT LLC	578.79K	Mar 31, 26	-5.86K	0.15%
VESTIA PERSONAL WEALTH ADVISORS	574.82K	Mar 31, 26	+87.27K	0.15%
MONETA GROUP INVESTMENT ADVISORS LLC	574.02K	Mar 31, 26	-5.02K	0.15%
Hippocratic Financial Advisors, LLC	573.82K	Mar 31, 26	+9.44K	0.15%
Wealthcare Advisory Partners LLC	550.20K	Mar 31, 26	-207.71K	0.15%
NewEdge Advisors, LLC	550.09K	Mar 31, 26	-86.43K	0.15%
Cypress Point Wealth Management, LLC	549.92K	Mar 31, 26	+48.04K	0.15%
Pillar Financial Advisors, LLC	542.09K	Mar 31, 26	+11.62K	0.14%
Wealth Advisors Northwest LLC	540.37K	Mar 31, 26	+21.38K	0.14%
EverSource Wealth Advisors, LLC	526.52K	Mar 31, 26	+47.95K	0.14%
SCRATCH CAPITAL LLC	525.87K	Mar 31, 26	+83.89K	0.14%
Vestment Financial LLC	520.52K	Mar 31, 26	+10.21K	0.14%
Heritage Investment Group, Inc.	518.67K	Mar 31, 26	+14.87K	0.14%
BCO Wealth Management LLC	518.10K	Mar 31, 26	+666	0.14%
AA Financial Advisors, LLC	509.88K	Mar 31, 26	+419.79K	0.14%
Mills Wealth Advisors LLC	508.25K	Mar 31, 26	+10.31K	0.14%
Farther Finance Advisors, LLC	507.71K	Mar 31, 26	+121.05K	0.13%
JFS WEALTH ADVISORS, LLC	503.72K	Mar 31, 26	+63.78K	0.13%
XY Planning Network, Inc.	502.26K	Mar 31, 26	+23.59K	0.13%
CAMBRIDGE CAPITAL MANAGEMENT, LLC	498.85K	Mar 31, 26	+110.31K	0.13%
Gemmer Asset Management LLC	498.42K	Mar 31, 26	+21.55K	0.13%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	494.72K	Mar 31, 26	-76.20K	0.13%
Penserra Capital Management LLC	490.50K	Mar 31, 26	+490.50K	0.13%
QUARRY HILL ADVISORS, LLC	487.58K	Mar 31, 26	+10.79K	0.13%
Brinker Capital Investments, LLC	485.93K	Mar 31, 26	-19.80K	0.13%
LifeGuide Financial Advisors, LLC	476.90K	Mar 31, 26	+32.60K	0.13%
TFO-TDC, LLC	476.24K	Mar 31, 26	+242.08K	0.13%
Hills Bank & Trust Co	460.09K	Mar 31, 26	+109.41K	0.12%
Ruedi Wealth Management, Inc.	458.81K	Mar 31, 26	-23.68K	0.12%
Applied Capital LLC	457.75K	Mar 31, 26	-5.50K	0.12%
RIVERCHASE WEALTH MANAGEMENT, LLC	451.22K	Mar 31, 26	-2.02K	0.12%
LIBERTY WEALTH MANAGEMENT LLC	439.13K	Mar 31, 26	-8.98K	0.12%
Pacific Asset Management, LLC	436.21K	Mar 31, 26	+1.10K	0.12%
Austin Asset Management Co Inc	434.52K	Mar 31, 26	-618	0.12%
Watchman Group, Inc.	432.73K	Mar 31, 26	+9.05K	0.12%
Fort Vancouver Investment Management, LLC	417.10K	Mar 31, 26	+8.85K	0.11%
Financial Symmetry Inc	416.07K	Mar 31, 26	+56.36K	0.11%
CLIENT 1ST ADVISORY GROUP, LLC	413.27K	Mar 31, 26	-6.41K	0.11%
GeoWealth Management, LLC	397.81K	Mar 31, 26	+20.28K	0.11%
American Investment Services, Inc.	397.58K	Mar 31, 26	+10.26K	0.11%
SageOak Financial, LLC	384.27K	Mar 31, 26	-10.49K	0.10%
Tillman Hartley LLC	384.01K	Mar 31, 26	+6.18K	0.10%
Geneos Wealth Management Inc.	381.79K	Mar 31, 26	+20.33K	0.10%
B&D White Capital Company, LLC	381.05K	Mar 31, 26	+45.06K	0.10%
Signature Resources Capital Management, LLC	369.90K	Mar 31, 26	+20.00K	0.10%
Vantage Point Financial LLC	366.91K	Mar 31, 26	-46.09K	0.10%
Financial Harvest, LLC	360.57K	Mar 31, 26	+13.79K	0.10%
American Capital Advisory, LLC	353.08K	Mar 31, 26	+41.02K	0.09%
ADVISOR GROUP HOLDINGS, INC.	349.81K	Mar 31, 26	-290.84K	0.09%
Fundamentum, LLC	349.20K	Mar 31, 26	+8.13K	0.09%
Plum Street Advisors, LLC	347.87K	Mar 31, 26	+59.82K	0.09%
Abel Hall, LLC	346.15K	Mar 31, 26	+1.35K	0.09%
Physician Wealth Solutions Inc.	343.33K	Mar 31, 26	-1.42K	0.09%
Hutchens & Kramer Investment Management Group, LLC	342.65K	Mar 31, 26	-11	0.09%
KFG WEALTH MANAGEMENT, LLC	335.56K	Mar 31, 26	+24.06K	0.09%
Cravens & Co Advisors, LLC	329.48K	Mar 31, 26	+3.79K	0.09%
CARDIFF PARK ADVISORS, LLC	321.54K	Mar 31, 26	+5.52K	0.09%
CITADEL ADVISORS LLC	321.52K	Mar 31, 26	+321.52K	0.09%
RFG Advisory, LLC	317.53K	Mar 31, 26	+317.53K	0.08%
Cloud Capital Management, LLC	315.98K	Mar 31, 26	+87.23K	0.08%
RCS Financial Planning, LLC	303.85K	Mar 31, 26	-7.61K	0.08%
Sterling Wealth Advisors Inc	296.32K	Mar 31, 26	-405	0.08%
Savvy Advisors, Inc.	292.94K	Mar 31, 26	-4.34K	0.08%
UBS ASSET MANAGEMENT AMERICAS INC	292.26K	Mar 31, 26	+292.26K	0.08%
JACKSON THORNTON ASSET MANAGEMENT, LLC	286.19K	Mar 31, 26	-1.16K	0.08%
FORVIS Wealth Advisors, LLC	282.07K	Mar 31, 26	-33.45K	0.07%
FMB WEALTH MANAGEMENT	279.59K	Mar 31, 26	+18.81K	0.07%
North Ridge Wealth Advisors, Inc.	268.03K	Mar 31, 26	-13.54K	0.07%
Rehmann Capital Advisory Group	258.80K	Mar 31, 26	-9.35K	0.07%
PENOBSCOT WEALTH MANAGEMENT	246.02K	Mar 31, 26	+9.23K	0.07%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	245.61K	Mar 31, 26	-358	0.07%
Merit Financial Group, LLC	230.19K	Mar 31, 26	+210.22K	0.06%
Five Oceans Advisors	228.65K	Mar 31, 26	-7.59K	0.06%
ROBINSON SMITH WEALTH ADVISORS LLC	225.82K	Mar 31, 26	+129.51K	0.06%
KEB ASSET MANAGEMENT, LLC	222.28K	Mar 31, 26	+24.30K	0.06%
GRAND WEALTH MANAGEMENT, LLC	216.60K	Mar 31, 26	-16.31K	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	214.75K	Mar 31, 26	+119.26K	0.06%
Prospect Financial Group LLC	205.21K	Mar 31, 26	-4.92K	0.05%
Sageworth Trust Co of South Dakota	204.53K	Mar 31, 26	-2.72K	0.05%
Clearstead Advisors, LLC	200.00K	Mar 31, 26	+200.00K	0.05%
WorthPointe, LLC	196.04K	Mar 31, 26	+6.85K	0.05%
JDH Wealth Management, LLC	186.00K	Mar 31, 26	-6.63K	0.05%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	184.80K	Mar 31, 26	-2.88K	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	184.74K	Mar 31, 26	+17.46K	0.05%
VISTA CAPITAL PARTNERS, INC.	181.69K	Mar 31, 26	+17.42K	0.05%
Apollon Wealth Management, LLC	179.99K	Mar 31, 26	-1.95K	0.05%
Allworth Financial LP	171.65K	Mar 31, 26	+113.63K	0.05%
Rialto Wealth Management, LLC	171.09K	Mar 31, 26	-941	0.05%
Tilson Financial Group, Inc.	170.08K	Mar 31, 26	-8.72K	0.05%
Estate Counselors, LLC	165.91K	Mar 31, 26	-550	0.04%
Triad Wealth Partners, LLC	164.30K	Mar 31, 26	+9.23K	0.04%
SHUFRO ROSE & CO LLC	163.53K	Mar 31, 26	+21.05K	0.04%
Austin Wealth Management, LLC	163.41K	Mar 31, 26	-101.22K	0.04%
MONOGRAPH WEALTH ADVISORS, LLC	162.74K	Mar 31, 26	+3.23K	0.04%
Sowell Financial Services LLC	160.35K	Mar 31, 26	+1.99K	0.04%
AQR CAPITAL MANAGEMENT LLC	160.24K	Mar 31, 26	+24.56K	0.04%
Porter White Investment Advisors, Inc.	159.22K	Mar 31, 26	+1.52K	0.04%
Strategent Financial, LLC	158.07K	Mar 31, 26	+15.05K	0.04%
Coyle Financial Counsel LLC	154.27K	Mar 31, 26	-2.04K	0.04%
MML INVESTORS SERVICES, LLC	153.74K	Mar 31, 26	+7.07K	0.04%
FIDUCIARY FINANCIAL GROUP, LLC	151.70K	Mar 31, 26	+21.40K	0.04%
Longview Financial Advisors LLC	150.52K	Mar 31, 26	+3.15K	0.04%
Ariadne Wealth Management, LP	150.08K	Mar 31, 26	+192	0.04%
Family Office Research LLC	149.77K	Mar 31, 26	-3.19K	0.04%
PCA Investment Advisory Services Inc.	146.50K	Mar 31, 26	+133.58K	0.04%
CITIGROUP INC	146.45K	Mar 31, 26	+66.61K	0.04%
GEM Asset Management, LLC	144.87K	Mar 31, 26	+51.11K	0.04%
Archford Capital Strategies, LLC	142.84K	Mar 31, 26	+1.92K	0.04%
Index Fund Advisors, Inc.	139.22K	Mar 31, 26	+100.46K	0.04%
TCI Wealth Advisors, Inc.	139.11K	Mar 31, 26	+25.65K	0.04%
Schubert & Co	137.59K	Mar 31, 26	+21.25K	0.04%
Sprinkle Financial Consultants LLC	136.51K	Mar 31, 26	+380	0.04%
Parkwoods Wealth Partners, LLC	134.16K	Mar 31, 26	+17.45K	0.04%
Security Financial Services, INC.	133.60K	Mar 31, 26	+7.01K	0.04%
Moisand Fitzgerald Tamayo, LLC	132.56K	Mar 31, 26	-2.45K	0.04%
Cerity Partners LLC	132.39K	Mar 31, 26	+120.17K	0.04%
TRUIST FINANCIAL CORP	132.05K	Mar 31, 26	-16.16K	0.04%
Essential Planning, LLC.	130.21K	Mar 31, 26	+21.29K	0.03%
RBF Capital, LLC	130.00K	Mar 31, 26	--	0.03%
Smartleaf Asset Management LLC	129.99K	Mar 31, 26	-4.06K	0.03%
Private Advisor Group, LLC	128.02K	Mar 31, 26	+10.75K	0.03%
Summit Financial, LLC	127.92K	Mar 31, 26	+127.92K	0.03%
SIGNET FINANCIAL MANAGEMENT, LLC	126.58K	Mar 31, 26	-5.62K	0.03%
AssuredPartners Investment Advisors, LLC	122.02K	Mar 31, 26	+1.74K	0.03%
NORTHWEST WEALTH MANAGEMENT, LLC	121.43K	Mar 31, 26	+5.11K	0.03%
Warburton Capital Management, LLC	117.93K	Mar 31, 26	+164	0.03%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	117.22K	Mar 31, 26	+1.59K	0.03%
Waterfront Wealth Inc.	113.04K	Mar 31, 26	-15.81K	0.03%
Foundation Wealth Management, LLC\PA	108.46K	Mar 31, 26	-4.98K	0.03%
Avant Financial Advisors LLC	107.92K	Mar 31, 26	+326	0.03%
UBS Group AG	105.65K	Mar 31, 26	+103.20K	0.03%
Vise Technologies, Inc.	104.81K	Mar 31, 26	--	0.03%
Squire Investment Management Company, LLC	100.20K	Mar 31, 26	+14.92K	0.03%
Two West Capital Advisors LLC	99.53K	Mar 31, 26	+45	0.03%
NWAM LLC	97.46K	Mar 31, 26	+16.53K	0.03%
LEGACY FINANCIAL GROUP, INC.	96.31K	Mar 31, 26	+2.71K	0.03%
JONES FINANCIAL COMPANIES LLLP	94.91K	Mar 31, 26	+94.91K	0.03%
MORGAN STANLEY	91.67K	Mar 31, 26	+7.37K	0.02%
Root Financial Partners, LLC	91.37K	Mar 31, 26	+18.16K	0.02%
BIP Wealth, LLC	90.95K	Mar 31, 26	+18.11K	0.02%
ROYAL BANK OF CANADA	90.10K	Mar 31, 26	+20.25K	0.02%
ENTREWEALTH, LLC	86.10K	Mar 31, 26	+2	0.02%
McGrath & Associates, Inc.	83.65K	Mar 31, 26	+41.42K	0.02%
Aegis Wealth Management LLC	83.60K	Mar 31, 26	+1.60K	0.02%
Live Oak Private Wealth LLC	82.25K	Mar 31, 26	+2.30K	0.02%
Simplicity Wealth,LLC	81.13K	Mar 31, 26	+2.65K	0.02%
Peirce Capital Management, LLC	78.11K	Mar 31, 26	-9.30K	0.02%
CFS Investment Advisory Services, LLC	76.23K	Mar 31, 26	-9.39K	0.02%
FIRETHORN WEALTH PARTNERS, LLC	76.19K	Mar 31, 26	-3.05K	0.02%
STIFEL FINANCIAL CORP	74.24K	Mar 31, 26	+1.91K	0.02%
HARBOUR INVESTMENTS, INC.	72.99K	Mar 31, 26	+57.82K	0.02%
Tandem Financial, LLC	72.45K	Mar 31, 26	+72.45K	0.02%
MAI Capital Management	72.43K	Mar 31, 26	-3.04K	0.02%
Accurate Wealth Management, LLC	72.16K	Mar 31, 26	+3.33K	0.02%
CAHILL FINANCIAL ADVISORS INC	71.89K	Mar 31, 26	+4.09K	0.02%
Berger Financial Group, Inc	69.69K	Mar 31, 26	+3.74K	0.02%
Prime Capital Investment Advisors, LLC	69.31K	Mar 31, 26	-403	0.02%
Gordian Advisors LLC	69.01K	Mar 31, 26	-1.42K	0.02%
Integras Partners LLC	68.95K	Mar 31, 26	+63.07K	0.02%
SIGNATUREFD, LLC	66.69K	Mar 31, 26	+50.36K	0.02%
Daner Wealth Management, LLC	64.92K	Mar 31, 26	+6.87K	0.02%
Financial Alternatives, Inc	64.42K	Mar 31, 26	-141	0.02%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	63.88K	Mar 31, 26	-562	0.02%
SAX WEALTH ADVISORS, LLC	62.31K	Mar 31, 26	--	0.02%
Diversified Trust Co	59.39K	Mar 31, 26	--	0.02%
Envision Financial Planning, LLC	59.26K	Mar 31, 26	-200	0.02%
Caprock Group, LLC	58.70K	Mar 31, 26	-277	0.02%
Delap Wealth Advisory, LLC	58.22K	Mar 31, 26	--	0.02%
Tyche Wealth Partners LLC	56.58K	Mar 31, 26	+4.95K	0.02%
CreativeOne Wealth, LLC	56.45K	Mar 31, 26	+129	0.02%
DBK Financial Counsel, LLC	55.69K	Mar 31, 26	+46.80K	0.01%
GEN Financial Management, INC.	52.83K	Mar 31, 26	-101	0.01%
Brookstone Capital Management	52.71K	Mar 31, 26	+18.87K	0.01%
Pure Financial Advisors, LLC	52.69K	Mar 31, 26	+4.23K	0.01%
Drucker Wealth 3.0, LLC	51.22K	Mar 31, 26	-3.57K	0.01%
MB Generational Wealth, LLC	50.62K	Mar 31, 26	+2.24K	0.01%
Bleakley Financial Group, LLC	50.23K	Mar 31, 26	+5.90K	0.01%
Parkshore Wealth Management, Inc.	49.17K	Mar 31, 26	+25	0.01%
SNS Financial Group, LLC	47.67K	Mar 31, 26	-436	0.01%
Clear Creek Financial Management, LLC	46.72K	Mar 31, 26	+3.73K	0.01%
FIRST MANHATTAN CO. LLC.	46.68K	Mar 31, 26	--	0.01%
Selective Wealth Management, Inc.	45.99K	Mar 31, 26	+34.61K	0.01%
Glass Jacobson Investment Advisors llc	45.80K	Mar 31, 26	+7.54K	0.01%
Investment Advisory Group, LLC	44.66K	Mar 31, 26	+3.52K	0.01%
Altiora Financial Group, LLC	44.55K	Mar 31, 26	+3.46K	0.01%
USAdvisors Wealth Management, LLC	44.14K	Mar 31, 26	-309	0.01%
Strathmore Capital Advisors, Inc.	42.52K	Mar 31, 26	+7.21K	0.01%
Arkadios Wealth Advisors	42.40K	Mar 31, 26	+25.21K	0.01%
Apollon Financial, LLC	41.84K	Mar 31, 26	+2.17K	0.01%
25 LLC	41.43K	Mar 31, 26	+514	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	40.66K	Mar 31, 26	+6.04K	0.01%
WEALTHSPAN PARTNERS, LLC	40.64K	Mar 31, 26	+262	0.01%
HB Wealth Management, LLC	40.46K	Mar 31, 26	+6.83K	0.01%
Ashton Thomas Private Wealth, LLC	39.47K	Mar 31, 26	-246	0.01%
SUTTON PLACE INVESTORS LLC	38.90K	Mar 31, 26	--	0.01%
CAPTRUST FINANCIAL ADVISORS	38.90K	Mar 31, 26	+1.32K	0.01%
Canvas Wealth Advisors, LLC	38.37K	Mar 31, 26	+27.67K	0.01%
Werba Rubin Papier Wealth Management	38.06K	Mar 31, 26	-2.35K	0.01%
Astra Wealth Partners LLC	37.92K	Mar 31, 26	-333	0.01%
Quantinno Capital Management LP	36.74K	Mar 31, 26	-2.57K	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	35.31K	Mar 31, 26	+18.27K	0.01%
Geometric Wealth Advisors	33.95K	Mar 31, 26	--	0.01%
Prospera Financial Services Inc	33.77K	Mar 31, 26	+15.83K	0.01%
IFP Advisors, Inc	33.64K	Mar 31, 26	+838	0.01%
Landing Point Financial Group, LLC	33.01K	Mar 31, 26	+809	0.01%
HFG Wealth Management, LLC	32.32K	Mar 31, 26	+6.76K	0.01%
Note Advisors, LLC	32.27K	Mar 31, 26	-123	0.01%
Visionary Wealth Advisors	32.08K	Mar 31, 26	+862	0.01%
EVOKE WEALTH, LLC	31.77K	Mar 31, 26	-1	0.01%
Clark Asset Management, LLC	31.57K	Mar 31, 26	+5.32K	0.01%
Perigon Wealth Management, LLC	31.39K	Mar 31, 26	--	0.01%
MISSION WEALTH MANAGEMENT, LP	31.09K	Mar 31, 26	+7.83K	0.01%
Modera Wealth Management, LLC	30.43K	Mar 31, 26	-1.61K	0.01%
Atlantic Union Bankshares Corp	28.73K	Mar 31, 26	-1.52K	0.01%
Miracle Mile Advisors, LLC	27.93K	Mar 31, 26	+27.93K	0.01%
TAGStone Capital, Inc.	27.92K	Mar 31, 26	+1.30K	0.01%
Oceanside Advisors LLC	27.84K	Mar 31, 26	+1.69K	0.01%
Global Financial Private Client, LLC	27.70K	Mar 31, 26	+27.70K	0.01%
TRANSCEND CAPITAL ADVISORS, LLC	27.22K	Mar 31, 26	+4.36K	0.01%
TCFG WEALTH MANAGEMENT, LLC	26.88K	Mar 31, 26	-940	0.01%
BANK OF MONTREAL /CAN/	26.59K	Mar 31, 26	+5.33K	0.01%
Stirlingshire Investments, Inc.	26.41K	Mar 31, 26	+3.75K	0.01%
Avise Financial Cooperative, Inc.	26.36K	Mar 31, 26	+26.36K	0.01%
Envision Financial LLC	26.16K	Mar 31, 26	+26.16K	0.01%
Quadcap Wealth Management, LLC	26.10K	Mar 31, 26	+3.07K	0.01%
Capital Group Private Client Services, Inc.	25.60K	Mar 31, 26	+9.23K	0.01%
OLD MISSION CAPITAL LLC	25.46K	Mar 31, 26	-60.26K	0.01%
Barry Investment Advisors, LLC	25.40K	Mar 31, 26	+36	0.01%
Cetera Investment Advisers	24.82K	Mar 31, 26	+3.81K	0.01%
BESSEMER GROUP INC	24.00K	Mar 31, 26	--	0.01%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	23.20K	Mar 31, 26	+11.10K	0.01%
Gradient Capital Advisors, LLC	22.96K	Mar 31, 26	--	0.01%
Allegiance Financial Group Advisory Services LLC	22.81K	Mar 31, 26	--	0.01%
Kerntke Otto McGlone Wealth Management Group	22.72K	Mar 31, 26	-10.44K	0.01%
CHOREO, LLC	22.16K	Mar 31, 26	+22.16K	0.01%
BROWN ADVISORY INC	21.52K	Mar 31, 26	+5.16K	0.01%
C M BIDWELL & ASSOCIATES LTD	21.17K	Mar 31, 26	--	0.01%
Golden State Equity Partners	21.09K	Mar 31, 26	+5.05K	0.01%
Capstone Financial Advisors, Inc.	20.75K	Mar 31, 26	--	0.01%
Signal Advisors Wealth, LLC	20.72K	Mar 31, 26	+5.26K	0.01%
Beacon Financial Advisory LLC	20.43K	Mar 31, 26	+222	0.01%
Disciplined Equity Management, Inc.	20.28K	Mar 31, 26	--	0.01%
WealthSpring Partners, LLC	20.00K	Mar 31, 26	+20.00K	0.01%
Glassman Wealth Services	19.97K	Mar 31, 26	--	0.01%
Hoxton Planning & Management, LLC	19.53K	Mar 31, 26	-4.24K	0.01%
Freedom Day Solutions, LLC	19.31K	Mar 31, 26	+19.31K	0.01%
Wealthspire Advisors, LLC	19.28K	Mar 31, 26	-18.31K	0.01%
Mustard Seed Financial, LLC	19.10K	Mar 31, 26	-544	0.01%
Ronald Blue Trust, Inc.	18.79K	Mar 31, 26	+2.74K	0.00%
Opulen Financial Group LLC	18.79K	Mar 31, 26	+278	0.00%
rebel Financial LLC	18.49K	Mar 31, 26	-886	0.00%
Strategic Blueprint, LLC	18.32K	Mar 31, 26	-1.53K	0.00%
Strategic Investment Solutions, Inc. /IL	17.84K	Mar 31, 26	+1.95K	0.00%
SYM FINANCIAL Corp	17.52K	Mar 31, 26	-83	0.00%
Confluence Wealth Services, Inc.	17.40K	Mar 31, 26	+16	0.00%
FMR LLC	17.36K	Mar 31, 26	+8.87K	0.00%
CITIZENS & NORTHERN CORP	17.33K	Mar 31, 26	--	0.00%
NFP Retirement, Inc.	17.25K	Mar 31, 26	+35	0.00%
First Financial Group Corp	17.05K	Mar 31, 26	+3.46K	0.00%
Acorn Wealth Advisors, LLC	17.04K	Mar 31, 26	+2.36K	0.00%
Aprio Wealth Management, LLC	16.81K	Mar 31, 26	+16.81K	0.00%
Westmount Partners, LLC	16.75K	Mar 31, 26	+16.75K	0.00%
Vermillion Wealth Management, Inc.	16.35K	Mar 31, 26	-577	0.00%
1900 WEALTH MANAGEMENT LLC	16.30K	Mar 31, 26	--	0.00%
AE Wealth Management LLC	16.24K	Mar 31, 26	+2.56K	0.00%
Rockefeller Capital Management L.P.	16.16K	Mar 31, 26	+9.27K	0.00%
OneAscent Family Office, LLC	16.10K	Mar 31, 26	-14.73K	0.00%
Hartmann Taylor Wealth Management, LLC	16.05K	Mar 31, 26	--	0.00%
Tranquility Partners, LLC	15.86K	Mar 31, 26	+494	0.00%
SILVER OAK SECURITIES, INCORPORATED	15.59K	Mar 31, 26	-1.56K	0.00%
CALTON & ASSOCIATES, INC.	15.54K	Mar 31, 26	+6.41K	0.00%
Fortis Capital Management LLC	15.41K	Mar 31, 26	+2.13K	0.00%
Hurley Capital, LLC	15.24K	Mar 31, 26	+3.47K	0.00%
NORTHERN TRUST CORP	14.98K	Mar 31, 26	+1.54K	0.00%
RIVERBRIDGE PARTNERS LLC	14.94K	Mar 31, 26	+14.94K	0.00%
Lakeridge Wealth Management LLC	14.58K	Mar 31, 26	+25	0.00%
Babb Wealth Advisors LLC	14.35K	Mar 31, 26	-588	0.00%
Painted Porch Advisors LLC	14.16K	Mar 31, 26	+14.16K	0.00%
Patriot Financial Group Insurance Agency, LLC	14.14K	Mar 31, 26	+7.07K	0.00%
Summit Wealth Group, LLC	13.86K	Mar 31, 26	+71	0.00%
CWM, LLC	13.77K	Mar 31, 26	+3.83K	0.00%
JOHNSON INVESTMENT COUNSEL INC	13.74K	Mar 31, 26	--	0.00%
Atomi Financial Group, Inc.	13.60K	Mar 31, 26	-1.51K	0.00%
VISIONARY HORIZONS, LLC	13.38K	Mar 31, 26	+410	0.00%
Stratos Wealth Partners, LTD.	13.31K	Mar 31, 26	+4.44K	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	13.25K	Mar 31, 26	+13.25K	0.00%
J.W. COLE ADVISORS, INC.	13.07K	Mar 31, 26	-2.10K	0.00%
Skopos Labs, Inc.	13.07K	Mar 31, 26	-1.21K	0.00%
Wingate Wealth Advisors, Inc.	12.32K	Mar 31, 26	+25	0.00%
Lionshead Wealth Management, LLC	12.31K	Mar 31, 26	-1.49K	0.00%
Core Wealth Management, Inc.	12.29K	Mar 31, 26	--	0.00%
PRINCIPAL SECURITIES, INC.	12.26K	Mar 31, 26	+167	0.00%
Everhart Financial Group, Inc.	12.25K	Mar 31, 26	+12.25K	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.23K	Mar 31, 26	+12.23K	0.00%
Millstone Evans Group, LLC	11.95K	Mar 31, 26	+37	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	11.94K	Mar 31, 26	+11.94K	0.00%
Advyzon Investment Management, LLC	11.80K	Mar 31, 26	-984	0.00%
Noble Family Wealth, LLC	11.74K	Mar 31, 26	-182	0.00%
HRT FINANCIAL LP	11.62K	Mar 31, 26	+5.30K	0.00%
WELLS FARGO & COMPANY/MN	11.32K	Mar 31, 26	+2.68K	0.00%
MONEY CONCEPTS CAPITAL CORP	11.25K	Mar 31, 26	-472	0.00%
GREAT OAK CAPITAL PARTNERS, LLC	11.13K	Mar 31, 26	-302	0.00%
Life Planning Partners, Inc	10.96K	Mar 31, 26	--	0.00%
HMV Wealth Advisors, LLC	10.89K	Mar 31, 26	+405	0.00%
Facet Wealth, Inc.	10.89K	Mar 31, 26	+2.00K	0.00%
CVA Family Office, LLC	10.87K	Mar 31, 26	--	0.00%
BOS Asset Management, LLC	10.86K	Mar 31, 26	+4	0.00%
ANGELES WEALTH MANAGEMENT, LLC	10.39K	Mar 31, 26	--	0.00%
Aurelius Family Office LLC	10.07K	Mar 31, 26	-351	0.00%
Sequoia Financial Advisors, LLC	10.07K	Mar 31, 26	-3.18K	0.00%
MPWM ADVISORY SOLUTIONS, LLC	10.06K	Mar 31, 26	+975	0.00%
Gutierrez Wealth Advisory, LLC	9.84K	Mar 31, 26	+9.84K	0.00%
FLC Capital Advisors	9.55K	Mar 31, 26	--	0.00%
TABLEAUX LLC	9.48K	Mar 31, 26	+9.48K	0.00%
NATIONAL BANK OF CANADA /FI/	9.40K	Mar 31, 26	+13	0.00%
Clarity Capital Advisors, LLC	9.38K	Mar 31, 26	+19	0.00%
CLARIS ADVISORS, LLC / MO /	9.12K	Mar 31, 26	-428	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	9.05K	Mar 31, 26	--	0.00%
SEI INVESTMENTS CO	8.95K	Mar 31, 26	+8.95K	0.00%
VANCE WEALTH, INC.	8.87K	Mar 31, 26	+158	0.00%
U.S. Capital Wealth Advisors, LLC	8.80K	Mar 31, 26	--	0.00%
Citrine Capital LLC	8.74K	Mar 31, 26	--	0.00%
Archer Investment Management, LLC	8.65K	Mar 31, 26	-6.46K	0.00%
RENAISSANCE TECHNOLOGIES LLC	8.60K	Mar 31, 26	+8.60K	0.00%
Axis Wealth Partners, LLC	8.54K	Mar 31, 26	+160	0.00%
Kaufman Rossin Wealth, LLC	8.49K	Mar 31, 26	-7.12K	0.00%
Investmark Advisory Group LLC	8.46K	Mar 31, 26	-229	0.00%
New England Private Wealth Advisors LLC	8.43K	Mar 31, 26	+8.43K	0.00%
FLOW TRADERS U.S. LLC	8.39K	Mar 31, 26	+8.39K	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	8.38K	Mar 31, 26	+8.38K	0.00%
Delos Wealth Advisors, LLC	8.36K	Mar 31, 26	+8.36K	0.00%
Tumwater Wealth Management, LLC	8.30K	Mar 31, 26	--	0.00%
VestGen Advisors, LLC	8.13K	Mar 31, 26	--	0.00%
HANCOCK WHITNEY CORP	7.95K	Mar 31, 26	--	0.00%
Bank of New York Mellon Corp	7.91K	Mar 31, 26	+7.91K	0.00%
Hilltop Holdings Inc.	7.75K	Mar 31, 26	+1.90K	0.00%
Claris Financial LLC	7.62K	Mar 31, 26	--	0.00%
ELEVATE WEALTH ADVISORY, INC	7.51K	Mar 31, 26	+1.26K	0.00%
VICTORY FINANCIAL GROUP, LLC	7.49K	Mar 31, 26	+328	0.00%
Baer Investment Advisory LLC	7.49K	Mar 31, 26	+7.49K	0.00%
Haven Private, LLC	7.43K	Mar 31, 26	+7.43K	0.00%
Shore Point Advisors, LLC	7.17K	Mar 31, 26	-55	0.00%
B. Riley Wealth Advisors, Inc.	7.12K	Mar 31, 26	-805	0.00%
Aspire Private Capital, LLC	7.08K	Mar 31, 26	-785	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	6.95K	Mar 31, 26	-692	0.00%
Quantum Financial Advisors, LLC	6.78K	Mar 31, 26	+6.78K	0.00%
Level Wealth Management LLC	6.73K	Mar 31, 26	+10	0.00%
Long Island Wealth Management, Inc.	6.73K	Mar 31, 26	--	0.00%
DOPKINS WEALTH MANAGEMENT, LLC	6.69K	Mar 31, 26	+55	0.00%
PRIVATE TRUST CO NA	6.69K	Mar 31, 26	--	0.00%
Acropolis Investment Management, LLC	6.63K	Mar 31, 26	--	0.00%
Empire Financial Management Company, LLC	6.60K	Mar 31, 26	+500	0.00%
IFG Advisory, LLC	6.55K	Mar 31, 26	+6.55K	0.00%
Forefront Wealth Partners, LLC	6.42K	Mar 31, 26	+6.42K	0.00%
Parkside Financial Bank & Trust	6.35K	Mar 31, 26	--	0.00%
MGO ONE SEVEN LLC	6.33K	Mar 31, 26	--	0.00%
Cove Private Wealth, LLC	6.32K	Mar 31, 26	+6.32K	0.00%
HANOVER ADVISORS INC	6.31K	Mar 31, 26	+6.31K	0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.	6.20K	Mar 31, 26	--	0.00%
Concord Wealth Partners	6.20K	Mar 31, 26	+8	0.00%
Net Worth Advisory Group	6.16K	Mar 31, 26	+12	0.00%
Principle Wealth Partners LLC	6.09K	Mar 31, 26	+6.09K	0.00%
Orcam Financial Group	6.09K	Mar 31, 26	+6.09K	0.00%
Topsail Wealth Management, LLC	6.09K	Mar 31, 26	+3.28K	0.00%
Reyes Financial Architecture, Inc.	6.08K	Mar 31, 26	--	0.00%
McClarren Financial Advisors, Inc.	6.03K	Mar 31, 26	+5.83K	0.00%
IHT Wealth Management, LLC	5.94K	Mar 31, 26	+5.94K	0.00%
WINNOW WEALTH LLC	5.92K	Mar 31, 26	+5.29K	0.00%
Mutual Advisors, LLC	5.85K	Mar 31, 26	+5.85K	0.00%
Adviser Investments LLC	5.83K	Mar 31, 26	+5.83K	0.00%
Belpointe Asset Management LLC	5.78K	Mar 31, 26	-2.04K	0.00%
Fortis Capital Advisors, LLC	5.78K	Mar 31, 26	-2.04K	0.00%
FRANKLIN RESOURCES INC	5.67K	Mar 31, 26	--	0.00%
CNB Bank	5.65K	Mar 31, 26	--	0.00%
Equita Financial Network, Inc.	5.63K	Mar 31, 26	+5.63K	0.00%
SEEDS INVESTOR LLC	5.49K	Mar 31, 26	+5.49K	0.00%
Western Wealth Management, LLC	5.38K	Mar 31, 26	+5.38K	0.00%
Steward Partners Investment Advisory, LLC	5.00K	Mar 31, 26	+275	0.00%
ASSETMARK, INC	4.30K	Mar 31, 26	-1.54K	0.00%
Aptus Capital Advisors, LLC	4.13K	Mar 31, 26	-211	0.00%
ZRC WEALTH MANAGEMENT, LLC	4.12K	Mar 31, 26	+4	0.00%
Strategic Wealth Partners, Ltd.	3.86K	Mar 31, 26	+3	0.00%
MCF Advisors LLC	3.80K	Mar 31, 26	+3.80K	0.00%
VANGUARD ADVISERS INC	3.61K	Mar 31, 26	+3.61K	0.00%
FIFTH THIRD BANCORP	3.54K	Mar 31, 26	+1.63K	0.00%
Pinnacle Bancorp, Inc.	3.50K	Mar 31, 26	-2.62K	0.00%
Global Trust Asset Management, LLC	2.50K	Mar 31, 26	--	0.00%
SALEM INVESTMENT COUNSELORS INC	2.36K	Mar 31, 26	+2.36K	0.00%
Qube Research & Technologies Ltd	1.85K	Mar 31, 26	-5.79K	0.00%
Archer Investment Corp	1.72K	Mar 31, 26	+1.72K	0.00%
Cherry Tree Wealth Management, LLC	1.39K	Mar 31, 26	+608	0.00%
Magnolia Wealth Management, LLC	1.33K	Mar 31, 26	+1.33K	0.00%
Keystone Financial Group, Inc.	1.24K	Mar 31, 26	+2	0.00%
Washington Trust Advisors, Inc.	1.13K	Mar 31, 26	+2	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	1.12K	Mar 31, 26	+1.12K	0.00%
Rossby Financial, LCC	1.11K	Mar 31, 26	+891	0.00%
Parallel Advisors, LLC	1.10K	Mar 31, 26	+2	0.00%
Colonial Trust Co / SC	971	Mar 31, 26	-534	0.00%
Turtle Creek Wealth Advisors, LLC	922	Mar 31, 26	+922	0.00%
Team Financial Group, LLC	868	Mar 31, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	865	Mar 31, 26	+545	0.00%
Capital Investment Advisory Services, LLC	815	Mar 31, 26	+815	0.00%
Physician Wealth Advisors, Inc.	778	Mar 31, 26	--	0.00%
Triumph Capital Management	726	Mar 31, 26	+1	0.00%
TOWER TRUST & INVESTMENT Co	618	Mar 31, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	617	Mar 31, 26	-143	0.00%
Measured Wealth Private Client Group, LLC	608	Mar 31, 26	--	0.00%
Spire Wealth Management	598	Mar 31, 26	+598	0.00%
Coston, McIsaac & Partners	589	Mar 31, 26	+1	0.00%
ALBION FINANCIAL GROUP /UT	470	Mar 31, 26	--	0.00%
Larson Financial Group LLC	470	Mar 31, 26	--	0.00%
Capital Analysts, LLC	456	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	390	Mar 31, 26	--	0.00%
MARSHALL INVESTMENT MANAGEMENT, LLC	388	Mar 31, 26	+388	0.00%
HFM Investment Advisors, LLC	377	Mar 31, 26	-302	0.00%
HAZLETT, BURT & WATSON, INC.	373	Mar 31, 26	--	0.00%
City State Bank	336	Mar 31, 26	+336	0.00%
ROTHSCHILD INVESTMENT LLC	292	Mar 31, 26	-252	0.00%
Quent Capital, LLC	290	Mar 31, 26	-156	0.00%
Anfield Capital Management, LLC	277	Mar 31, 26	+277	0.00%
US BANCORP \DE\	274	Mar 31, 26	+274	0.00%
WealthCollab, LLC	262	Mar 31, 26	--	0.00%
LRI Investments, LLC	194	Mar 31, 26	+34	0.00%
FAS Wealth Partners, Inc.	164	Mar 31, 26	--	0.00%
Integrity Financial Corp /WA	153	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	137	Mar 31, 26	+137	0.00%
Prudent Man Investment Management, Inc.	54	Mar 31, 26	--	0.00%
Bay Harbor Wealth Management, LLC	46	Mar 31, 26	+46	0.00%
SIMPLEX TRADING, LLC	1	Mar 31, 26	+1	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-206	--
GTS SECURITIES LLC	--	Mar 31, 26	-8.85K	--
BOYUM WEALTH ARCHITECTS LLC	--	Mar 31, 26	-9.62K	--
Quadrature Capital Ltd	--	Mar 31, 26	-23.07K	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-72	--
BROWN BROTHERS HARRIMAN & CO	--	Mar 31, 26	-41.30K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-9.18K	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-143.22K	--
AlphaStar Capital Management, LLC	--	Mar 31, 26	-9.79K	--
Envestnet Portfolio Solutions, Inc.	--	Mar 31, 26	-12.54K	--
Ameritas Advisory Services, LLC	--	Mar 31, 26	-8.10K	--
LJI Wealth Management, LLC	--	Mar 31, 26	-9.60K	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-3.10K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-102.58K	--
Capital Asset Advisory Services LLC	--	Mar 31, 26	-7.01K	--
Solutions 4 Wealth, Ltd	--	Mar 31, 26	-35.87K	--
QRG CAPITAL MANAGEMENT, INC.	--	Mar 31, 26	-5.96K	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-2.61M	--
Vermillion & White Wealth Management Group, LLC	--	Mar 31, 26	-571	--
Balance Wealth, LLC	--	Mar 31, 26	-27.13K	--
Westwood Wealth Management	--	Mar 31, 26	-13.80K	--
Timonier Family Office, LTD.	414.20K	Dec 31, 25	+17.60K	0.11%
Grunden Financial Advisory, Inc.	119.77K	Dec 31, 25	+7.05K	0.03%
SageView Advisory Group, LLC	108.13K	Dec 31, 25	-5.48K	0.03%
Austin Private Wealth, LLC	91.10K	Dec 31, 25	+2.70K	0.02%
Edge Financial Advisors LLC	30.86K	Dec 31, 25	-1.08K	0.01%
O'Brien Wealth Partners LLC	10.45K	Dec 31, 25	+10.45K	0.00%
CIBC Private Wealth Group, LLC	9.05K	Dec 31, 25	+9.05K	0.00%
Nalls Sherbakoff Group, LLC	4.48K	Dec 31, 25	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	3.80K	Dec 31, 25	-6	0.00%
COMERICA BANK	548	Dec 31, 25	-23	0.00%
Global Retirement Partners, LLC	272	Dec 31, 25	-641	0.00%
TUCKER ASSET MANAGEMENT LLC	262	Dec 31, 25	+262	0.00%
Wealthstream Advisors, Inc.	3.24M	Sep 30, 25	+40.34K	0.86%
Copperleaf Capital, LLC	103.09K	Sep 30, 25	+3.39K	0.03%
Willow Creek Wealth Management Inc.	87.19K	Sep 30, 25	+699	0.02%
PBMares Wealth Management LLC	76.49K	Sep 30, 25	-5.25K	0.02%
Vishria Bird Financial Group, LLC	34.24K	Sep 30, 25	+10.39K	0.01%
Hemington Wealth Management	29.68K	Sep 30, 25	-980	0.01%
COBBLESTONE CAPITAL ADVISORS LLC /NY/	16.39K	Sep 30, 25	-760	0.00%
Full Sail Capital, LLC	16.30K	Sep 30, 25	+16.30K	0.00%
Fortress Wealth Management, Inc.	8.04K	Sep 30, 25	+484	0.00%
OPTIMUM INVESTMENT ADVISORS	417	Sep 30, 25	--	0.00%
Lion Street Advisors, LLC	--	Sep 30, 25	-11.53K	--
EWG Elevate Inc.	--	Sep 30, 25	-11.42K	--
Jentner Corp	1.32M	Jun 30, 25	+81.32K	0.35%
Waypoint Wealth Partners Inc.	388.62K	Jun 30, 25	-24.86K	0.10%
Parkworth Wealth Management, Inc.	224.26K	Jun 30, 25	+7.46K	0.06%
Summit X, LLC	42.37K	Jun 30, 25	+1.17K	0.01%
Benchmark Wealth Management, LLC	29.56K	Jun 30, 25	+9.49K	0.01%
Congress Wealth Management LLC / DE /	29.17K	Jun 30, 25	+2.53K	0.01%
Atria Wealth Solutions, Inc.	16.05K	Jun 30, 25	-793	0.00%
KRAFT ASSET MANAGEMENT, LLC	13.50K	Jun 30, 25	-2.83K	0.00%
Christopher J. Hasenberg, Inc	7.97K	Jun 30, 25	+7.97K	0.00%
AVANTAX ADVISORY SERVICES, INC.	6.86K	Jun 30, 25	+6.86K	0.00%
Iron Horse Wealth Management, LLC	48	Jun 30, 25	--	0.00%
Aveo Capital Partners, LLC	653.00K	Mar 31, 25	+50.74K	0.17%
Orion Portfolio Solutions, LLC	265.69K	Mar 31, 25	+39.71K	0.07%
Michael A. Dubis Financial Planning, LLC	128.93K	Mar 31, 25	+6.43K	0.03%
Cahill Wealth Management, LLC	84.58K	Mar 31, 25	+763	0.02%
CRITERION CAPITAL ADVISORS, LLC	721.26K	Dec 31, 24	--	0.19%
Peninsula Wealth, LLC	60.48K	Dec 31, 24	+424	0.02%
WMS Partners, LLC	33.33K	Dec 31, 24	+5.28K	0.01%
Advisory Services & Investments, LLC	738.89K	Sep 30, 24	-45.86K	0.20%
Waypoint Capital Advisors, LLC	539.27K	Sep 30, 24	+12.68K	0.14%
Raymond James Financial Services Advisors, Inc.	138.98K	Sep 30, 24	+7.83K	0.04%
RAYMOND JAMES & ASSOCIATES	51.40K	Sep 30, 24	+51.40K	0.01%
RAYMOND JAMES TRUST N.A.	11.12K	Sep 30, 24	-228	0.00%
Aspire Wealth Management Corp	8.43K	Sep 30, 24	--	0.00%
Kingfisher Capital LLC	8.18K	Sep 30, 24	+8.18K	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	1.26M	Jun 30, 24	+151.33K	0.33%
Arden Trust Co	1.12M	Jun 30, 24	-182.74K	0.30%
HoyleCohen, LLC	24.62K	Jun 30, 24	-1.52K	0.01%
BENJAMIN F. EDWARDS & COMPANY, INC.	193	Jun 30, 24	+193	0.00%
SOUNDMARK WEALTH MANAGEMENT, LLC	506.79K	Mar 31, 24	+74.16K	0.13%
Grey Street Capital, LLC	18.58K	Mar 31, 24	+870	0.00%
Cetera Advisor Networks LLC	--	Mar 31, 24	-9.30K	--
ML & R WEALTH MANAGEMENT LLC	--	Mar 31, 24	-31.33K	--
Bridgeworth, LLC	2.21M	Dec 31, 23	+66.41K	0.59%
First Ascent Asset Management, LLC	653.24K	Dec 31, 23	+42.62K	0.17%
WEALTHSOURCE PARTNERS, LLC	118.64K	Dec 31, 23	-6.34K	0.03%
Resource Planning Group	88.52K	Dec 31, 23	+88.52K	0.02%
PATHSTONE FAMILY OFFICE, LLC	3.46M	Sep 30, 23	-765.70K	0.92%
3D/L Capital Management, LLC	896.46K	Sep 30, 23	-32.18K	0.24%
Steward Financial Group LLC	698.86K	Sep 30, 23	+44.59K	0.19%
TRIAD FINANCIAL ADVISORS, INC.	332.71K	Sep 30, 23	+115.25K	0.09%
ADVISOR PARTNERS II, LLC	196.34K	Sep 30, 23	-18.96K	0.05%
Relaxing Retirement Coach	2.21M	Jun 30, 23	+146.54K	0.59%
Brainard Capital Management LLC	25.38K	Mar 31, 23	+9.04K	0.01%
ASSET MANAGEMENT CORP /IL/ /ADV	24.37K	Mar 31, 23	+9.22K	0.01%
Align Wealth Management, LLC	282.04K	Dec 31, 22	+282.04K	0.07%
Laurel Wealth Advisors, Inc.	49.49K	Dec 31, 22	+49.49K	0.01%
Sanford Advisory Services, LLC	40.90K	Dec 31, 22	+40.90K	0.01%
RESOLUTE FINANCIAL, LLC	21.18K	Dec 31, 22	-6.82K	0.01%
CPWM, LLC	50.91K	Sep 30, 22	-34.62K	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	--	Sep 30, 22	-17.11K	--

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Holder

Date

Change

% Held

Trust Co of the South

1.07M

Jun 30, 26

+52.08K

0.28%

Hiley Hunt Wealth Management

462.38K

Jun 30, 26

+6.44K

0.12%

Ridgeline Wealth, LLC

383.54K

Jun 30, 26

+29.08K

0.10%

Quad-Cities Investment Group, LLC

40.88K

Jun 30, 26

+2.45K

0.01%

Clark Asset Management, LLC

33.09K

Jun 30, 26

+1.52K

0.01%

Pioneer Wealth Management Group

14.62K

Jun 30, 26

0.00%

CX Institutional

9.68K

Jun 30, 26

+5.34K

0.00%

Archer Investment Management, LLC

8.49K

Jun 30, 26

-159

0.00%

VisionPoint Advisory Group, LLC

6.49K

Jun 30, 26

-23.10K

0.00%

Westmount Partners, LLC

Jun 30, 26

-16.75K

MERCER GLOBAL ADVISORS INC /ADV

38.46M

Mar 31, 26

+1.46M

10.22%

Forum Financial Management, LP

16.22M

Mar 31, 26

-313.99K

4.31%

Evensky & Katz LLC

6.06M

Mar 31, 26

-148.35K

1.61%

ENVESTNET ASSET MANAGEMENT INC

5.44M

Mar 31, 26

+804.92K

1.44%

JMG Financial Group, Ltd.

4.79M

Mar 31, 26

+353.82K

1.27%

Apella Capital, LLC

4.55M

Mar 31, 26

+256.00K

1.21%

Greenspring Advisors, LLC

4.47M

Mar 31, 26

-15.07K

1.19%

HighTower Advisors, LLC

4.32M

Mar 31, 26

-808.52K

1.15%

RW Investment Management LLC

4.23M

Mar 31, 26

+4.23M

1.13%

Summit Financial Strategies, Inc.

3.89M

Mar 31, 26

+12.50K

1.03%

AWM CAPITAL, LLC

3.52M

Mar 31, 26

-7.94K

0.93%

LPL Financial LLC

3.51M

Mar 31, 26

+72.82K

0.93%

Plancorp, LLC

3.50M

Mar 31, 26

+405.30K

0.93%

Cannon Financial Strategists, Inc.

3.46M

Mar 31, 26

+2.03K

0.92%

Sageworth Trust Co

3.23M

Mar 31, 26

-3.40K

0.86%

Colony Group, LLC

3.19M

Mar 31, 26

+2.06K

0.85%

MASECO LLP

3.17M

Mar 31, 26

+290.43K

0.84%

Symmetry Partners, LLC

2.83M

Mar 31, 26

+106.68K

0.75%

JANE STREET GROUP, LLC

2.73M

Mar 31, 26

+2.73M

0.72%

PHILLIPS FINANCIAL MANAGEMENT, LLC

2.61M

Mar 31, 26

-240.73K

0.69%

Pathstone Holdings, LLC

2.60M

Mar 31, 26

-95.58K

0.69%

Beacon Pointe Advisors, LLC

2.60M

Mar 31, 26

+36.88K

0.69%

Kestra Investment Management, LLC

2.56M

Mar 31, 26

+46.72K

0.68%

WPWealth LLP

2.52M

Mar 31, 26

-443

0.67%

Annex Advisory Services, LLC

2.46M

Mar 31, 26

-53.57K

0.65%

Asset Dedication, LLC

2.41M

Mar 31, 26

-111.10K

0.64%

Aspen Capital Management, LLC

2.28M

Mar 31, 26

+7.23K

0.61%

Rather & Kittrell, Inc.

2.26M

Mar 31, 26

+31.55K

0.60%

Rockbridge Investment Management, LCC

2.19M

Mar 31, 26

-548

0.58%

Elser Financial Planning, Inc

2.17M

Mar 31, 26

+2.17M

0.58%

BRIGHTON JONES LLC

2.08M

Mar 31, 26

+58.68K

0.55%

Resources Investment Advisors, LLC.

2.07M

Mar 31, 26

+26.53K

0.55%

Hill Investment Group Partners, LLC

2.04M

Mar 31, 26

+8.23K

0.54%

Syverson Strege & Co

2.03M

Mar 31, 26

-36.96K

0.54%

Baird Financial Group, Inc.

1.97M

Mar 31, 26

+6.14K

0.52%

Truepoint, Inc.

1.96M

Mar 31, 26

-98.99K

0.52%

Leading Edge Financial Planning LLC

1.96M

Mar 31, 26

+107.04K

0.52%

SJS Investment Consulting Inc.

1.96M

Mar 31, 26

+65.69K

0.52%

Miramar Fiduciary Corp

1.92M

Mar 31, 26

-168.05K

0.51%

Moss Adams Wealth Advisors LLC

1.86M

Mar 31, 26

+70.70K

0.50%

Rockwood Wealth Management, LLC

1.77M

Mar 31, 26

+32.13K

0.47%

Vestmark Advisory Solutions, Inc.

1.74M

Mar 31, 26

+494.99K

0.46%

Betterment LLC

1.58M

Mar 31, 26

+20.25K

0.42%

COMMONWEALTH EQUITY SERVICES, LLC

1.58M

Mar 31, 26

+91.24K

0.42%

Kooman & Associates

1.57M

Mar 31, 26

-23.99K

0.42%

Catalyst Capital Advisors LLC

1.55M

Mar 31, 26

+94.08K

0.41%

Millburn Ridgefield Corp

1.55M

Mar 31, 26

+94.08K

0.41%

BANK OF AMERICA CORP /DE/

1.46M

Mar 31, 26

+244.58K

0.39%

DecisionPoint Financial, LLC

1.42M

Mar 31, 26

+30.37K

0.38%

Helen Stephens Group, LLC

1.40M

Mar 31, 26

+16.70K

0.37%

Mariner, LLC

1.39M

Mar 31, 26

+84.82K

0.37%

DiNuzzo Private Wealth, Inc.

1.39M

Mar 31, 26

-6.40K

0.37%

Stordahl Capital Management, Inc.

1.36M

Mar 31, 26

-40.45K

0.36%

Henrickson Nauta Wealth Advisors, Inc.

1.34M

Mar 31, 26

-1.16M

0.36%

von Borstel & Associates, Inc.

1.32M

Mar 31, 26

-68.52K

0.35%

Eaton-Cambridge Inc.

1.27M

Mar 31, 26

+14.57K

0.34%

Verisail Partners, LLC

1.26M

Mar 31, 26

-24.53K

0.34%

Your Advocates Ltd., LLP

1.25M

Mar 31, 26

+33.41K

0.33%

Savant Capital, LLC

1.25M

Mar 31, 26

-38.52K

0.33%

RS CRUM INC.

1.16M

Mar 31, 26

-17.23K

0.31%

Alpha Financial Advisors, LLC

1.16M

Mar 31, 26

-20.33K

0.31%

AdvisorNet Financial, Inc

1.15M

Mar 31, 26

+50.41K

0.31%

One Degree Advisors Inc

1.12M

Mar 31, 26

+84.31K

0.30%

EnRich Financial Partners LLC

1.12M

Mar 31, 26

+14.49K

0.30%

HILL ISLAND FINANCIAL LLC

1.10M

Mar 31, 26

+17.52K

0.29%

American Trust

1.09M

Mar 31, 26

+88.00K

0.29%

Ullmann Wealth Partners Group, LLC

1.08M

Mar 31, 26

-76.92K

0.29%

BCU Wealth Advisors, LLC

1.07M

Mar 31, 26

-10.56K

0.29%

ARK & TLK INVESTMENTS, LLC

1.06M

Mar 31, 26

+56.90K

0.28%

True Wealth Design, LLC

1.06M

Mar 31, 26

+13.79K

0.28%

CAPSTONE CAPITAL LLC

1.05M

Mar 31, 26

-10.48K

0.28%

Straight Path Wealth Management

1.04M

Mar 31, 26

+49.50K

0.28%

Buckingham Strategic Partners

1.04M

Mar 31, 26

+56.50K

0.28%

Pine Harbor Wealth Management, LLC

1.02M

Mar 31, 26

+134.38K

0.27%

Mattern Wealth Management LLC

982.30K

Mar 31, 26

+13.29K

0.26%

United Wealth Management, LLC

979.56K

Mar 31, 26

+15.40K

0.26%

Tassel Capital Management, Inc.

970.10K

Mar 31, 26

+20.77K

0.26%

BURNEY CO/

967.63K

Mar 31, 26

+75.12K

0.26%

SC&H Financial Advisors, Inc.

963.80K

Mar 31, 26

+23.23K

0.26%

Financial Engines Advisors L.L.C.

949.88K

Mar 31, 26

-12.67K

0.25%

MJP ASSOCIATES INC /ADV

949.47K

Mar 31, 26

+949.47K

0.25%

Advisor OS, LLC

946.77K

Mar 31, 26

+946.77K

0.25%

Pinnacle Financial Group, LLC / IL

916.90K

Mar 31, 26

+53.12K

0.24%

ACORN CREEK CAPITAL LLC

900.53K

Mar 31, 26

-28.04K

0.24%

Eqis Capital Management, Inc.

872.76K

Mar 31, 26

-65.02K

0.23%

Krilogy Financial LLC

861.97K

Mar 31, 26

+8.61K

0.23%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

806.00K

Mar 31, 26

-28.19K

0.21%

Evanson Asset Management, LLC

798.85K

Mar 31, 26

-736

0.21%

Quantum Financial Planning Services, Inc.

795.84K

Mar 31, 26

+23.31K

0.21%

Lutz Financial Services LLC

790.63K

Mar 31, 26

-661

0.21%

Bridgewater Advisors Inc.

778.82K

Mar 31, 26

-102.22K

0.21%

Hurlow Wealth Management Group, Inc.

776.50K

Mar 31, 26

+66.41K

0.21%

Discipline Wealth Solutions, LLC

755.89K

Mar 31, 26

+449.65K

0.20%

HTG Investment Advisors, Inc.

743.70K

Mar 31, 26

+15.42K

0.20%

Sensible Money, LLC

724.08K

Mar 31, 26

+73.16K

0.19%

Kestra Advisory Services, LLC

711.96K

Mar 31, 26

+77.69K

0.19%

SRS Capital Advisors, Inc.

711.12K

Mar 31, 26

-93.22K

0.19%

VeraBank, N.A.

709.17K

Mar 31, 26

+33.56K

0.19%

RAYMOND JAMES FINANCIAL INC

706.81K

Mar 31, 26

+166.32K

0.19%

SwitchPoint Financial Planning, LLC

703.06K

Mar 31, 26

+27.10K

0.19%

CI Private Wealth, LLC

702.21K

Mar 31, 26

-38.16K

0.19%

Cambridge Investment Research Advisors, Inc.

702.12K

Mar 31, 26

+292.06K

0.19%

Integrated Wealth Concepts LLC

697.30K

Mar 31, 26

+57.91K

0.19%

Foundations Investment Advisors, LLC

686.97K

Mar 31, 26

+73.79K

0.18%

EP Wealth Advisors, LLC

668.78K

Mar 31, 26

-4.88K

0.18%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

662.34K

Mar 31, 26

-2.35K

0.18%

Concurrent Investment Advisors, LLC

650.29K

Mar 31, 26

+650.29K

0.17%

Efficient Advisors, LLC

646.21K

Mar 31, 26

-523.80K

0.17%

MOSAIC FAMILY WEALTH PARTNERS, LLC

636.54K

Mar 31, 26

+17.74K

0.17%

Blume Capital Management, Inc.

635.05K

Mar 31, 26

-26.03K

0.17%

Creative Planning

628.57K

Mar 31, 26

+106.49K

0.17%

Burk Holdings LLC

623.47K

Mar 31, 26

+12.49K

0.17%

Great Waters Wealth Management

621.03K

Mar 31, 26

-73.74K

0.17%

Vannoy Advisory Group, Inc.

618.31K

Mar 31, 26

-6.83K

0.16%

Passive Capital Management, LLC.

607.94K

Mar 31, 26

+47.47K

0.16%

Chicago Partners Investment Group LLC

604.38K

Mar 31, 26

+21.89K

0.16%

JPMORGAN CHASE & CO

597.73K

Mar 31, 26

-9.60K

0.16%

New Dimensions Wealth Management, LLC

596.49K

Mar 31, 26

-26.91K

0.16%

AIRE ADVISORS, LLC

593.63K

Mar 31, 26

+6.81K

0.16%

Private Wealth Management Group, LLC

580.78K

Mar 31, 26

-15.49K

0.15%

STUDIO INVESTMENT MANAGEMENT LLC

578.79K

Mar 31, 26

-5.86K

0.15%

VESTIA PERSONAL WEALTH ADVISORS

574.82K

Mar 31, 26

+87.27K

0.15%

MONETA GROUP INVESTMENT ADVISORS LLC

574.02K

Mar 31, 26

-5.02K

0.15%

Hippocratic Financial Advisors, LLC

573.82K

Mar 31, 26

+9.44K

0.15%

Wealthcare Advisory Partners LLC

550.20K

Mar 31, 26

-207.71K

0.15%

NewEdge Advisors, LLC

550.09K

Mar 31, 26

-86.43K

0.15%

Cypress Point Wealth Management, LLC

549.92K

Mar 31, 26

+48.04K

0.15%

Pillar Financial Advisors, LLC

542.09K

Mar 31, 26

+11.62K

0.14%

Wealth Advisors Northwest LLC

540.37K

Mar 31, 26

+21.38K

0.14%

EverSource Wealth Advisors, LLC

526.52K

Mar 31, 26

+47.95K

0.14%

SCRATCH CAPITAL LLC

525.87K

Mar 31, 26

+83.89K

0.14%

Vestment Financial LLC

520.52K

Mar 31, 26

+10.21K

0.14%

Heritage Investment Group, Inc.

518.67K

Mar 31, 26

+14.87K

0.14%

BCO Wealth Management LLC

518.10K

Mar 31, 26

+666

0.14%

AA Financial Advisors, LLC

509.88K

Mar 31, 26

+419.79K

0.14%

Mills Wealth Advisors LLC

508.25K

Mar 31, 26

+10.31K

0.14%

Farther Finance Advisors, LLC

507.71K

Mar 31, 26

+121.05K

0.13%

JFS WEALTH ADVISORS, LLC

503.72K

Mar 31, 26

+63.78K

0.13%

XY Planning Network, Inc.

502.26K

Mar 31, 26

+23.59K

0.13%

CAMBRIDGE CAPITAL MANAGEMENT, LLC

498.85K

Mar 31, 26

+110.31K

0.13%

Gemmer Asset Management LLC

498.42K

Mar 31, 26

+21.55K

0.13%

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

494.72K

Mar 31, 26

-76.20K

0.13%

Penserra Capital Management LLC

490.50K

Mar 31, 26

+490.50K

0.13%

QUARRY HILL ADVISORS, LLC

487.58K

Mar 31, 26

+10.79K

0.13%

Brinker Capital Investments, LLC

485.93K

Mar 31, 26

-19.80K

0.13%

LifeGuide Financial Advisors, LLC

476.90K

Mar 31, 26

+32.60K

0.13%

TFO-TDC, LLC

476.24K

Mar 31, 26

+242.08K

0.13%

Hills Bank & Trust Co

460.09K

Mar 31, 26

+109.41K

0.12%

Ruedi Wealth Management, Inc.

458.81K

Mar 31, 26

-23.68K

0.12%

Applied Capital LLC

457.75K

Mar 31, 26

-5.50K

0.12%

RIVERCHASE WEALTH MANAGEMENT, LLC

451.22K

Mar 31, 26

-2.02K

0.12%

LIBERTY WEALTH MANAGEMENT LLC

439.13K

Mar 31, 26

-8.98K

0.12%

Pacific Asset Management, LLC

436.21K

Mar 31, 26

+1.10K

0.12%

Austin Asset Management Co Inc

434.52K

Mar 31, 26

-618

0.12%

Watchman Group, Inc.

432.73K

Mar 31, 26

+9.05K

0.12%

Fort Vancouver Investment Management, LLC

417.10K

Mar 31, 26

+8.85K

0.11%

Financial Symmetry Inc

416.07K

Mar 31, 26

+56.36K

0.11%

CLIENT 1ST ADVISORY GROUP, LLC

413.27K

Mar 31, 26

-6.41K

0.11%

GeoWealth Management, LLC

397.81K

Mar 31, 26

+20.28K

0.11%

American Investment Services, Inc.

397.58K

Mar 31, 26

+10.26K

0.11%

SageOak Financial, LLC

384.27K

Mar 31, 26

-10.49K

0.10%

Tillman Hartley LLC

384.01K

Mar 31, 26

+6.18K

0.10%

Geneos Wealth Management Inc.

381.79K

Mar 31, 26

+20.33K

0.10%

B&D White Capital Company, LLC

381.05K

Mar 31, 26

+45.06K

0.10%

Signature Resources Capital Management, LLC

369.90K

Mar 31, 26

+20.00K

0.10%

Vantage Point Financial LLC

366.91K

Mar 31, 26

-46.09K

0.10%

Financial Harvest, LLC

360.57K

Mar 31, 26

+13.79K

0.10%

American Capital Advisory, LLC

353.08K

Mar 31, 26

+41.02K

0.09%

ADVISOR GROUP HOLDINGS, INC.

349.81K

Mar 31, 26

-290.84K

0.09%

Fundamentum, LLC

349.20K

Mar 31, 26

+8.13K

0.09%

Plum Street Advisors, LLC

347.87K

Mar 31, 26

+59.82K

0.09%

Abel Hall, LLC

346.15K

Mar 31, 26

+1.35K

0.09%

Physician Wealth Solutions Inc.

343.33K

Mar 31, 26

-1.42K

0.09%

Hutchens & Kramer Investment Management Group, LLC

342.65K

Mar 31, 26

-11

0.09%

KFG WEALTH MANAGEMENT, LLC

335.56K

Mar 31, 26

+24.06K

0.09%

Cravens & Co Advisors, LLC

329.48K

Mar 31, 26

+3.79K

0.09%

CARDIFF PARK ADVISORS, LLC

321.54K

Mar 31, 26

+5.52K

0.09%

CITADEL ADVISORS LLC

321.52K

Mar 31, 26

+321.52K

0.09%

RFG Advisory, LLC

317.53K

Mar 31, 26

+317.53K

0.08%

Cloud Capital Management, LLC

315.98K

Mar 31, 26

+87.23K

0.08%

RCS Financial Planning, LLC

303.85K

Mar 31, 26

-7.61K

0.08%

Sterling Wealth Advisors Inc

296.32K

Mar 31, 26

-405

0.08%

Savvy Advisors, Inc.

292.94K

Mar 31, 26

-4.34K

0.08%

UBS ASSET MANAGEMENT AMERICAS INC

292.26K

Mar 31, 26

+292.26K

0.08%

JACKSON THORNTON ASSET MANAGEMENT, LLC

286.19K

Mar 31, 26

-1.16K

0.08%

FORVIS Wealth Advisors, LLC

282.07K

Mar 31, 26

-33.45K

0.07%

FMB WEALTH MANAGEMENT

279.59K

Mar 31, 26

+18.81K

0.07%

North Ridge Wealth Advisors, Inc.

268.03K

Mar 31, 26

-13.54K

0.07%

Rehmann Capital Advisory Group

258.80K

Mar 31, 26

-9.35K

0.07%

PENOBSCOT WEALTH MANAGEMENT

246.02K

Mar 31, 26

+9.23K

0.07%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

245.61K

Mar 31, 26

-358

0.07%

Merit Financial Group, LLC

230.19K

Mar 31, 26

+210.22K

0.06%

Five Oceans Advisors

228.65K

Mar 31, 26

-7.59K

0.06%

ROBINSON SMITH WEALTH ADVISORS LLC

225.82K

Mar 31, 26

+129.51K

0.06%

KEB ASSET MANAGEMENT, LLC

222.28K

Mar 31, 26

+24.30K

0.06%

GRAND WEALTH MANAGEMENT, LLC

216.60K

Mar 31, 26

-16.31K

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

214.75K

Mar 31, 26

+119.26K

0.06%

Prospect Financial Group LLC

205.21K

Mar 31, 26

-4.92K

0.05%

Sageworth Trust Co of South Dakota

204.53K

Mar 31, 26

-2.72K

0.05%

Clearstead Advisors, LLC

200.00K

Mar 31, 26

+200.00K

0.05%

WorthPointe, LLC

196.04K

Mar 31, 26

+6.85K

0.05%

JDH Wealth Management, LLC

186.00K

Mar 31, 26

-6.63K

0.05%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

184.80K

Mar 31, 26

-2.88K

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

184.74K

Mar 31, 26

+17.46K

0.05%

VISTA CAPITAL PARTNERS, INC.

181.69K

Mar 31, 26

+17.42K

0.05%

Apollon Wealth Management, LLC

179.99K

Mar 31, 26

-1.95K

0.05%

Allworth Financial LP

171.65K

Mar 31, 26

+113.63K

0.05%

Rialto Wealth Management, LLC

171.09K

Mar 31, 26

-941

0.05%

Tilson Financial Group, Inc.

170.08K

Mar 31, 26

-8.72K

0.05%

Estate Counselors, LLC

165.91K

Mar 31, 26

-550

0.04%

Triad Wealth Partners, LLC

164.30K

Mar 31, 26

+9.23K

0.04%

SHUFRO ROSE & CO LLC

163.53K

Mar 31, 26

+21.05K

0.04%

Austin Wealth Management, LLC

163.41K

Mar 31, 26

-101.22K

0.04%

MONOGRAPH WEALTH ADVISORS, LLC

162.74K

Mar 31, 26

+3.23K

0.04%

Sowell Financial Services LLC

160.35K

Mar 31, 26

+1.99K

0.04%

AQR CAPITAL MANAGEMENT LLC

160.24K

Mar 31, 26

+24.56K

0.04%

Porter White Investment Advisors, Inc.

159.22K

Mar 31, 26

+1.52K

0.04%

Strategent Financial, LLC

158.07K

Mar 31, 26

+15.05K

0.04%

Coyle Financial Counsel LLC

154.27K

Mar 31, 26

-2.04K

0.04%

MML INVESTORS SERVICES, LLC

153.74K

Mar 31, 26

+7.07K

0.04%

FIDUCIARY FINANCIAL GROUP, LLC

151.70K

Mar 31, 26

+21.40K

0.04%

Longview Financial Advisors LLC

150.52K

Mar 31, 26

+3.15K

0.04%

Ariadne Wealth Management, LP

150.08K

Mar 31, 26

+192

0.04%

Family Office Research LLC

149.77K

Mar 31, 26

-3.19K

0.04%

PCA Investment Advisory Services Inc.

146.50K

Mar 31, 26

+133.58K

0.04%

CITIGROUP INC

146.45K

Mar 31, 26

+66.61K

0.04%

GEM Asset Management, LLC

144.87K

Mar 31, 26

+51.11K

0.04%

Archford Capital Strategies, LLC

142.84K

Mar 31, 26

+1.92K

0.04%

Index Fund Advisors, Inc.

139.22K

Mar 31, 26

+100.46K

0.04%

TCI Wealth Advisors, Inc.

139.11K

Mar 31, 26

+25.65K

0.04%

Schubert & Co

137.59K

Mar 31, 26

+21.25K

0.04%

Sprinkle Financial Consultants LLC

136.51K

Mar 31, 26

+380

0.04%

Parkwoods Wealth Partners, LLC

134.16K

Mar 31, 26

+17.45K

0.04%

Security Financial Services, INC.

133.60K

Mar 31, 26

+7.01K

0.04%

Moisand Fitzgerald Tamayo, LLC

132.56K

Mar 31, 26

-2.45K

0.04%

Cerity Partners LLC

132.39K

Mar 31, 26

+120.17K

0.04%

TRUIST FINANCIAL CORP

132.05K

Mar 31, 26

-16.16K

0.04%

Essential Planning, LLC.

130.21K

Mar 31, 26

+21.29K

0.03%

RBF Capital, LLC

130.00K

Mar 31, 26

0.03%

Smartleaf Asset Management LLC

129.99K

Mar 31, 26

-4.06K

0.03%

Private Advisor Group, LLC

128.02K

Mar 31, 26

+10.75K

0.03%

Summit Financial, LLC

127.92K

Mar 31, 26

+127.92K

0.03%

SIGNET FINANCIAL MANAGEMENT, LLC

126.58K

Mar 31, 26

-5.62K

0.03%

AssuredPartners Investment Advisors, LLC

122.02K

Mar 31, 26

+1.74K

0.03%

NORTHWEST WEALTH MANAGEMENT, LLC

121.43K

Mar 31, 26

+5.11K

0.03%

Warburton Capital Management, LLC

117.93K

Mar 31, 26

+164

0.03%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

117.22K

Mar 31, 26

+1.59K

0.03%

Waterfront Wealth Inc.

113.04K

Mar 31, 26

-15.81K

0.03%

Foundation Wealth Management, LLC\PA

108.46K

Mar 31, 26

-4.98K

0.03%

Avant Financial Advisors LLC

107.92K

Mar 31, 26

+326

0.03%

UBS Group AG

105.65K

Mar 31, 26

+103.20K

0.03%

Vise Technologies, Inc.

104.81K

Mar 31, 26

0.03%

Squire Investment Management Company, LLC

100.20K

Mar 31, 26

+14.92K

0.03%

Two West Capital Advisors LLC

99.53K

Mar 31, 26

+45

0.03%

NWAM LLC

97.46K

Mar 31, 26

+16.53K

0.03%

LEGACY FINANCIAL GROUP, INC.

96.31K

Mar 31, 26

+2.71K

0.03%

JONES FINANCIAL COMPANIES LLLP

94.91K

Mar 31, 26

+94.91K

0.03%

MORGAN STANLEY

91.67K

Mar 31, 26

+7.37K

0.02%

Root Financial Partners, LLC

91.37K

Mar 31, 26

+18.16K

0.02%

BIP Wealth, LLC

90.95K

Mar 31, 26

+18.11K

0.02%

ROYAL BANK OF CANADA

90.10K

Mar 31, 26

+20.25K

0.02%

ENTREWEALTH, LLC

86.10K

Mar 31, 26

0.02%

McGrath & Associates, Inc.

83.65K

Mar 31, 26

+41.42K

0.02%

Aegis Wealth Management LLC

83.60K

Mar 31, 26

+1.60K

0.02%

Live Oak Private Wealth LLC

82.25K

Mar 31, 26

+2.30K

0.02%

Simplicity Wealth,LLC

81.13K

Mar 31, 26

+2.65K

0.02%

Peirce Capital Management, LLC

78.11K

Mar 31, 26

-9.30K

0.02%

CFS Investment Advisory Services, LLC

76.23K

Mar 31, 26

-9.39K

0.02%

FIRETHORN WEALTH PARTNERS, LLC

76.19K

Mar 31, 26

-3.05K

0.02%

STIFEL FINANCIAL CORP

74.24K

Mar 31, 26

+1.91K

0.02%

HARBOUR INVESTMENTS, INC.

72.99K

Mar 31, 26

+57.82K

0.02%

Tandem Financial, LLC

72.45K

Mar 31, 26

+72.45K

0.02%

MAI Capital Management

72.43K

Mar 31, 26

-3.04K

0.02%

Accurate Wealth Management, LLC

72.16K

Mar 31, 26

+3.33K

0.02%

CAHILL FINANCIAL ADVISORS INC

71.89K

Mar 31, 26

+4.09K

0.02%

Berger Financial Group, Inc

69.69K

Mar 31, 26

+3.74K

0.02%

Prime Capital Investment Advisors, LLC

69.31K

Mar 31, 26

-403

0.02%

Gordian Advisors LLC

69.01K

Mar 31, 26

-1.42K

0.02%

Integras Partners LLC

68.95K

Mar 31, 26

+63.07K

0.02%

SIGNATUREFD, LLC

66.69K

Mar 31, 26

+50.36K

0.02%

Daner Wealth Management, LLC

64.92K

Mar 31, 26

+6.87K

0.02%

Financial Alternatives, Inc

64.42K

Mar 31, 26

-141

0.02%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

63.88K

Mar 31, 26

-562

0.02%

SAX WEALTH ADVISORS, LLC

62.31K

Mar 31, 26

0.02%

Diversified Trust Co

59.39K

Mar 31, 26

0.02%

Envision Financial Planning, LLC

59.26K

Mar 31, 26

-200

0.02%

Caprock Group, LLC

58.70K

Mar 31, 26

-277

0.02%

Delap Wealth Advisory, LLC

58.22K

Mar 31, 26

0.02%

Tyche Wealth Partners LLC

56.58K

Mar 31, 26

+4.95K

0.02%

CreativeOne Wealth, LLC

56.45K

Mar 31, 26

+129

0.02%

DBK Financial Counsel, LLC

55.69K

Mar 31, 26

+46.80K

0.01%

GEN Financial Management, INC.

52.83K

Mar 31, 26

-101

0.01%

Brookstone Capital Management

52.71K

Mar 31, 26

+18.87K

0.01%

Pure Financial Advisors, LLC

52.69K

Mar 31, 26

+4.23K

0.01%

Drucker Wealth 3.0, LLC

51.22K

Mar 31, 26

-3.57K

0.01%

MB Generational Wealth, LLC

50.62K

Mar 31, 26

+2.24K

0.01%

Bleakley Financial Group, LLC

50.23K

Mar 31, 26

+5.90K

0.01%

Parkshore Wealth Management, Inc.

49.17K

Mar 31, 26

+25

0.01%

SNS Financial Group, LLC

47.67K

Mar 31, 26

-436

0.01%

Clear Creek Financial Management, LLC

46.72K

Mar 31, 26

+3.73K

0.01%

FIRST MANHATTAN CO. LLC.

46.68K

Mar 31, 26

0.01%

Selective Wealth Management, Inc.

45.99K

Mar 31, 26

+34.61K

0.01%

Glass Jacobson Investment Advisors llc

45.80K

Mar 31, 26

+7.54K

0.01%

Investment Advisory Group, LLC

44.66K

Mar 31, 26

+3.52K

0.01%

Altiora Financial Group, LLC

44.55K

Mar 31, 26

+3.46K

0.01%

USAdvisors Wealth Management, LLC

44.14K

Mar 31, 26

-309

0.01%

Strathmore Capital Advisors, Inc.

42.52K

Mar 31, 26

+7.21K

0.01%

Arkadios Wealth Advisors

42.40K

Mar 31, 26

+25.21K

0.01%

Apollon Financial, LLC

41.84K

Mar 31, 26

+2.17K

0.01%

25 LLC

41.43K

Mar 31, 26

+514

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

40.66K

Mar 31, 26

+6.04K

0.01%

WEALTHSPAN PARTNERS, LLC

40.64K

Mar 31, 26

+262

0.01%

HB Wealth Management, LLC

40.46K

Mar 31, 26

+6.83K

0.01%

Ashton Thomas Private Wealth, LLC

39.47K

Mar 31, 26

-246

0.01%

SUTTON PLACE INVESTORS LLC

38.90K

Mar 31, 26

0.01%

CAPTRUST FINANCIAL ADVISORS

38.90K

Mar 31, 26

+1.32K

0.01%

Canvas Wealth Advisors, LLC

38.37K

Mar 31, 26

+27.67K

0.01%

Werba Rubin Papier Wealth Management

38.06K

Mar 31, 26

-2.35K

0.01%

Astra Wealth Partners LLC

37.92K

Mar 31, 26

-333

0.01%

Quantinno Capital Management LP

36.74K

Mar 31, 26

-2.57K

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

35.31K

Mar 31, 26

+18.27K

0.01%

Geometric Wealth Advisors

33.95K

Mar 31, 26

0.01%

Prospera Financial Services Inc

33.77K

Mar 31, 26

+15.83K

0.01%

IFP Advisors, Inc

33.64K

Mar 31, 26

+838

0.01%

Landing Point Financial Group, LLC

33.01K

Mar 31, 26

+809

0.01%

HFG Wealth Management, LLC

32.32K

Mar 31, 26

+6.76K

0.01%

Note Advisors, LLC

32.27K

Mar 31, 26

-123

0.01%

Visionary Wealth Advisors

32.08K

Mar 31, 26

+862

0.01%

EVOKE WEALTH, LLC

31.77K

Mar 31, 26

-1

0.01%

Clark Asset Management, LLC

31.57K

Mar 31, 26

+5.32K

0.01%

Perigon Wealth Management, LLC

31.39K

Mar 31, 26

0.01%

MISSION WEALTH MANAGEMENT, LP

31.09K

Mar 31, 26

+7.83K

0.01%

Modera Wealth Management, LLC

30.43K

Mar 31, 26

-1.61K

0.01%

Atlantic Union Bankshares Corp

28.73K

Mar 31, 26

-1.52K

0.01%

Miracle Mile Advisors, LLC

27.93K

Mar 31, 26

+27.93K

0.01%

TAGStone Capital, Inc.

27.92K

Mar 31, 26

+1.30K

0.01%

Oceanside Advisors LLC

27.84K

Mar 31, 26

+1.69K

0.01%

Global Financial Private Client, LLC

27.70K

Mar 31, 26

+27.70K

0.01%

TRANSCEND CAPITAL ADVISORS, LLC

27.22K

Mar 31, 26

+4.36K

0.01%

TCFG WEALTH MANAGEMENT, LLC

26.88K

Mar 31, 26

-940

0.01%

BANK OF MONTREAL /CAN/

26.59K

Mar 31, 26

+5.33K

0.01%

Stirlingshire Investments, Inc.

26.41K

Mar 31, 26

+3.75K

0.01%

Avise Financial Cooperative, Inc.

26.36K

Mar 31, 26

+26.36K

0.01%

Envision Financial LLC

26.16K

Mar 31, 26

+26.16K

0.01%

Quadcap Wealth Management, LLC

26.10K

Mar 31, 26

+3.07K

0.01%

Capital Group Private Client Services, Inc.

25.60K

Mar 31, 26

+9.23K

0.01%

OLD MISSION CAPITAL LLC

25.46K

Mar 31, 26

-60.26K

0.01%

Barry Investment Advisors, LLC

25.40K

Mar 31, 26

+36

0.01%

Cetera Investment Advisers

24.82K

Mar 31, 26

+3.81K

0.01%

BESSEMER GROUP INC

24.00K

Mar 31, 26

0.01%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

23.20K

Mar 31, 26

+11.10K

0.01%

Gradient Capital Advisors, LLC

22.96K

Mar 31, 26

0.01%

Allegiance Financial Group Advisory Services LLC

22.81K

Mar 31, 26

0.01%

Kerntke Otto McGlone Wealth Management Group

22.72K

Mar 31, 26

-10.44K

0.01%

CHOREO, LLC

22.16K

Mar 31, 26

+22.16K

0.01%

BROWN ADVISORY INC

21.52K

Mar 31, 26

+5.16K

0.01%

C M BIDWELL & ASSOCIATES LTD

21.17K

Mar 31, 26

0.01%

Golden State Equity Partners

21.09K

Mar 31, 26

+5.05K

0.01%

Capstone Financial Advisors, Inc.

20.75K

Mar 31, 26

0.01%

Signal Advisors Wealth, LLC

20.72K

Mar 31, 26

+5.26K

0.01%

Beacon Financial Advisory LLC

20.43K

Mar 31, 26

+222

0.01%

Disciplined Equity Management, Inc.

20.28K

Mar 31, 26

0.01%

WealthSpring Partners, LLC

20.00K

Mar 31, 26

+20.00K

0.01%

Glassman Wealth Services

19.97K

Mar 31, 26

0.01%

Hoxton Planning & Management, LLC

19.53K

Mar 31, 26

-4.24K

0.01%

Freedom Day Solutions, LLC

19.31K

Mar 31, 26

+19.31K

0.01%

Wealthspire Advisors, LLC

19.28K

Mar 31, 26

-18.31K

0.01%

Mustard Seed Financial, LLC

19.10K

Mar 31, 26

-544

0.01%

Ronald Blue Trust, Inc.

18.79K

Mar 31, 26

+2.74K

0.00%

Opulen Financial Group LLC

18.79K

Mar 31, 26

+278

0.00%

rebel Financial LLC

18.49K

Mar 31, 26

-886

0.00%

Strategic Blueprint, LLC

18.32K

Mar 31, 26

-1.53K

0.00%

Strategic Investment Solutions, Inc. /IL

17.84K

Mar 31, 26

+1.95K

0.00%

SYM FINANCIAL Corp

17.52K

Mar 31, 26

-83

0.00%

Confluence Wealth Services, Inc.

17.40K

Mar 31, 26

+16

0.00%

FMR LLC

17.36K

Mar 31, 26

+8.87K

0.00%

CITIZENS & NORTHERN CORP

17.33K

Mar 31, 26

0.00%

NFP Retirement, Inc.

17.25K

Mar 31, 26

+35

0.00%

First Financial Group Corp

17.05K

Mar 31, 26

+3.46K

0.00%

Acorn Wealth Advisors, LLC

17.04K

Mar 31, 26

+2.36K

0.00%

Aprio Wealth Management, LLC

16.81K

Mar 31, 26

+16.81K

0.00%

Westmount Partners, LLC

16.75K

Mar 31, 26

+16.75K

0.00%

Vermillion Wealth Management, Inc.

16.35K

Mar 31, 26

-577

0.00%

1900 WEALTH MANAGEMENT LLC

16.30K

Mar 31, 26

0.00%

AE Wealth Management LLC

16.24K

Mar 31, 26

+2.56K

0.00%

Rockefeller Capital Management L.P.

16.16K

Mar 31, 26

+9.27K

0.00%

OneAscent Family Office, LLC

16.10K

Mar 31, 26

-14.73K

0.00%

Hartmann Taylor Wealth Management, LLC

16.05K

Mar 31, 26

0.00%

Tranquility Partners, LLC

15.86K

Mar 31, 26

+494

0.00%

SILVER OAK SECURITIES, INCORPORATED

15.59K

Mar 31, 26

-1.56K

0.00%

CALTON & ASSOCIATES, INC.

15.54K

Mar 31, 26

+6.41K

0.00%

Fortis Capital Management LLC

15.41K

Mar 31, 26

+2.13K

0.00%

Hurley Capital, LLC

15.24K

Mar 31, 26

+3.47K

0.00%

NORTHERN TRUST CORP

14.98K

Mar 31, 26

+1.54K

0.00%

RIVERBRIDGE PARTNERS LLC

14.94K

Mar 31, 26

+14.94K

0.00%

Lakeridge Wealth Management LLC

14.58K

Mar 31, 26

+25

0.00%

Babb Wealth Advisors LLC

14.35K

Mar 31, 26

-588

0.00%

Painted Porch Advisors LLC

14.16K

Mar 31, 26

+14.16K

0.00%

Patriot Financial Group Insurance Agency, LLC

14.14K

Mar 31, 26

+7.07K

0.00%

Summit Wealth Group, LLC

13.86K

Mar 31, 26

+71

0.00%

CWM, LLC

13.77K

Mar 31, 26

+3.83K

0.00%

JOHNSON INVESTMENT COUNSEL INC

13.74K

Mar 31, 26

0.00%

Atomi Financial Group, Inc.

13.60K

Mar 31, 26

-1.51K

0.00%

VISIONARY HORIZONS, LLC

13.38K

Mar 31, 26

+410

0.00%

Stratos Wealth Partners, LTD.

13.31K

Mar 31, 26

+4.44K

0.00%

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

13.25K

Mar 31, 26

+13.25K

0.00%

J.W. COLE ADVISORS, INC.

13.07K

Mar 31, 26

-2.10K

0.00%

Skopos Labs, Inc.

13.07K

Mar 31, 26

-1.21K

0.00%

Wingate Wealth Advisors, Inc.

12.32K

Mar 31, 26

+25

0.00%

Lionshead Wealth Management, LLC

12.31K

Mar 31, 26

-1.49K

0.00%

Core Wealth Management, Inc.

12.29K

Mar 31, 26

0.00%

PRINCIPAL SECURITIES, INC.

12.26K

Mar 31, 26

+167

0.00%

Everhart Financial Group, Inc.

12.25K

Mar 31, 26

+12.25K

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.23K

Mar 31, 26

+12.23K

0.00%

Millstone Evans Group, LLC

11.95K

Mar 31, 26

+37

0.00%

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

11.94K

Mar 31, 26

+11.94K

0.00%

Advyzon Investment Management, LLC

11.80K

Mar 31, 26

-984

0.00%

Noble Family Wealth, LLC

11.74K

Mar 31, 26

-182

0.00%

HRT FINANCIAL LP

11.62K

Mar 31, 26

+5.30K

0.00%

WELLS FARGO & COMPANY/MN

11.32K

Mar 31, 26

+2.68K

0.00%

MONEY CONCEPTS CAPITAL CORP

11.25K

Mar 31, 26

-472

0.00%

GREAT OAK CAPITAL PARTNERS, LLC

11.13K

Mar 31, 26

-302

0.00%

Life Planning Partners, Inc

10.96K

Mar 31, 26

0.00%

HMV Wealth Advisors, LLC

10.89K

Mar 31, 26

+405

0.00%

Facet Wealth, Inc.

10.89K

Mar 31, 26

+2.00K

0.00%

CVA Family Office, LLC

10.87K

Mar 31, 26

0.00%

BOS Asset Management, LLC

10.86K

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

10.39K

Mar 31, 26

0.00%

Aurelius Family Office LLC

10.07K

Mar 31, 26

-351

0.00%

Sequoia Financial Advisors, LLC

10.07K

Mar 31, 26

-3.18K

0.00%

MPWM ADVISORY SOLUTIONS, LLC

10.06K

Mar 31, 26

+975

0.00%

Gutierrez Wealth Advisory, LLC

9.84K

Mar 31, 26

+9.84K

0.00%

FLC Capital Advisors

9.55K

Mar 31, 26

0.00%

TABLEAUX LLC

9.48K

Mar 31, 26

+9.48K

0.00%

NATIONAL BANK OF CANADA /FI/

9.40K

Mar 31, 26

+13

0.00%

Clarity Capital Advisors, LLC

9.38K

Mar 31, 26

+19

0.00%

CLARIS ADVISORS, LLC / MO /

9.12K

Mar 31, 26

-428

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

9.05K

Mar 31, 26

0.00%

SEI INVESTMENTS CO

8.95K

Mar 31, 26

+8.95K

0.00%

VANCE WEALTH, INC.

8.87K

Mar 31, 26

+158

0.00%

U.S. Capital Wealth Advisors, LLC

8.80K

Mar 31, 26

0.00%

Citrine Capital LLC

8.74K

Mar 31, 26

0.00%

Archer Investment Management, LLC

8.65K

Mar 31, 26

-6.46K

0.00%

RENAISSANCE TECHNOLOGIES LLC

8.60K

Mar 31, 26

+8.60K

0.00%

Axis Wealth Partners, LLC

8.54K

Mar 31, 26

+160

0.00%

Kaufman Rossin Wealth, LLC

8.49K

Mar 31, 26

-7.12K

0.00%

Investmark Advisory Group LLC

8.46K

Mar 31, 26

-229

0.00%

New England Private Wealth Advisors LLC

8.43K

Mar 31, 26

+8.43K

0.00%

FLOW TRADERS U.S. LLC

8.39K

Mar 31, 26

+8.39K

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

8.38K

Mar 31, 26

+8.38K

0.00%

Delos Wealth Advisors, LLC

8.36K

Mar 31, 26

+8.36K

0.00%

Tumwater Wealth Management, LLC

8.30K

Mar 31, 26

0.00%

VestGen Advisors, LLC

8.13K

Mar 31, 26

0.00%

HANCOCK WHITNEY CORP

7.95K

Mar 31, 26

0.00%

Bank of New York Mellon Corp

7.91K

Mar 31, 26

+7.91K

0.00%

Hilltop Holdings Inc.

7.75K

Mar 31, 26

+1.90K

0.00%

Claris Financial LLC

7.62K

Mar 31, 26

0.00%

ELEVATE WEALTH ADVISORY, INC

7.51K

Mar 31, 26

+1.26K

0.00%

VICTORY FINANCIAL GROUP, LLC

7.49K

Mar 31, 26

+328

0.00%

Baer Investment Advisory LLC

7.49K

Mar 31, 26

+7.49K

0.00%

Haven Private, LLC

7.43K

Mar 31, 26

+7.43K

0.00%

Shore Point Advisors, LLC

7.17K

Mar 31, 26

-55

0.00%

B. Riley Wealth Advisors, Inc.

7.12K

Mar 31, 26

-805

0.00%

Aspire Private Capital, LLC

7.08K

Mar 31, 26

-785

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

6.95K

Mar 31, 26

-692

0.00%

Quantum Financial Advisors, LLC

6.78K

Mar 31, 26

+6.78K

0.00%

Level Wealth Management LLC

6.73K

Mar 31, 26

+10

0.00%

Long Island Wealth Management, Inc.

6.73K

Mar 31, 26

0.00%

DOPKINS WEALTH MANAGEMENT, LLC

6.69K

Mar 31, 26

+55

0.00%

PRIVATE TRUST CO NA

6.69K

Mar 31, 26

0.00%

Acropolis Investment Management, LLC

6.63K

Mar 31, 26

0.00%

Empire Financial Management Company, LLC

6.60K

Mar 31, 26

+500

0.00%

IFG Advisory, LLC

6.55K

Mar 31, 26

+6.55K

0.00%

Forefront Wealth Partners, LLC

6.42K

Mar 31, 26

+6.42K

0.00%

Parkside Financial Bank & Trust

6.35K

Mar 31, 26

0.00%

MGO ONE SEVEN LLC

6.33K

Mar 31, 26

0.00%

Cove Private Wealth, LLC

6.32K

Mar 31, 26

+6.32K

0.00%

HANOVER ADVISORS INC

6.31K

Mar 31, 26

+6.31K

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

6.20K

Mar 31, 26

0.00%

Concord Wealth Partners

6.20K

Mar 31, 26

0.00%

Net Worth Advisory Group

6.16K

Mar 31, 26

+12

0.00%

Principle Wealth Partners LLC

6.09K

Mar 31, 26

+6.09K

0.00%

Orcam Financial Group

6.09K

Mar 31, 26

+6.09K

0.00%

Topsail Wealth Management, LLC

6.09K

Mar 31, 26

+3.28K

0.00%

Reyes Financial Architecture, Inc.

6.08K

Mar 31, 26

0.00%

McClarren Financial Advisors, Inc.

6.03K

Mar 31, 26

+5.83K

0.00%

IHT Wealth Management, LLC

5.94K

Mar 31, 26

+5.94K

0.00%

WINNOW WEALTH LLC

5.92K

Mar 31, 26

+5.29K

0.00%

Mutual Advisors, LLC

5.85K

Mar 31, 26

+5.85K

0.00%

Adviser Investments LLC

5.83K

Mar 31, 26

+5.83K

0.00%

Belpointe Asset Management LLC

5.78K

Mar 31, 26

-2.04K

0.00%

Fortis Capital Advisors, LLC

5.78K

Mar 31, 26

-2.04K

0.00%

FRANKLIN RESOURCES INC

5.67K

Mar 31, 26

0.00%

CNB Bank

5.65K

Mar 31, 26

0.00%

Equita Financial Network, Inc.

5.63K

Mar 31, 26

+5.63K

0.00%

SEEDS INVESTOR LLC

5.49K

Mar 31, 26

+5.49K

0.00%

Western Wealth Management, LLC

5.38K

Mar 31, 26

+5.38K

0.00%

Steward Partners Investment Advisory, LLC

5.00K

Mar 31, 26

+275

0.00%

ASSETMARK, INC

4.30K

Mar 31, 26

-1.54K

0.00%

Aptus Capital Advisors, LLC

4.13K

Mar 31, 26

-211

0.00%

ZRC WEALTH MANAGEMENT, LLC

4.12K

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

3.86K

Mar 31, 26

0.00%

MCF Advisors LLC

3.80K

Mar 31, 26

+3.80K

0.00%

VANGUARD ADVISERS INC

3.61K

Mar 31, 26

+3.61K

0.00%

FIFTH THIRD BANCORP

3.54K

Mar 31, 26

+1.63K

0.00%

Pinnacle Bancorp, Inc.

3.50K

Mar 31, 26

-2.62K

0.00%

Global Trust Asset Management, LLC

2.50K

Mar 31, 26

0.00%

SALEM INVESTMENT COUNSELORS INC

2.36K

Mar 31, 26

+2.36K

0.00%

Qube Research & Technologies Ltd

1.85K

Mar 31, 26

-5.79K

0.00%

Archer Investment Corp

1.72K

Mar 31, 26

+1.72K

0.00%

Cherry Tree Wealth Management, LLC

1.39K

Mar 31, 26

+608

0.00%

Magnolia Wealth Management, LLC

1.33K

Mar 31, 26

+1.33K

0.00%

Keystone Financial Group, Inc.

1.24K

Mar 31, 26

0.00%

Washington Trust Advisors, Inc.

1.13K

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

1.12K

Mar 31, 26

+1.12K

0.00%

Rossby Financial, LCC

1.11K

Mar 31, 26

+891

0.00%

Parallel Advisors, LLC

1.10K

Mar 31, 26

0.00%

Colonial Trust Co / SC

971

Mar 31, 26

-534

0.00%

Turtle Creek Wealth Advisors, LLC

922

Mar 31, 26

+922

0.00%

Team Financial Group, LLC

868

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

865

Mar 31, 26

+545

0.00%

Capital Investment Advisory Services, LLC

815

Mar 31, 26

+815

0.00%

Physician Wealth Advisors, Inc.

778

Mar 31, 26

0.00%

Triumph Capital Management

726

Mar 31, 26

0.00%

TOWER TRUST & INVESTMENT Co

618

Mar 31, 26

0.00%

Steigerwald, Gordon & Koch Inc.

617

Mar 31, 26

-143

0.00%

Measured Wealth Private Client Group, LLC

608

Mar 31, 26

0.00%

Spire Wealth Management

598

Mar 31, 26

+598

0.00%

Coston, McIsaac & Partners

589

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

470

Mar 31, 26

0.00%

Larson Financial Group LLC

470

Mar 31, 26

0.00%

Capital Analysts, LLC

456

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

390

Mar 31, 26

0.00%

MARSHALL INVESTMENT MANAGEMENT, LLC

388

Mar 31, 26

+388

0.00%

HFM Investment Advisors, LLC

377

Mar 31, 26

-302

0.00%

HAZLETT, BURT & WATSON, INC.

373

Mar 31, 26

0.00%

City State Bank

336

Mar 31, 26

+336

0.00%

ROTHSCHILD INVESTMENT LLC

292

Mar 31, 26

-252

0.00%

Quent Capital, LLC

290

Mar 31, 26

-156

0.00%

Anfield Capital Management, LLC

277

Mar 31, 26

+277

0.00%

US BANCORP \DE\

274

Mar 31, 26

+274

0.00%

WealthCollab, LLC

262

Mar 31, 26

0.00%

LRI Investments, LLC

194

Mar 31, 26

+34

0.00%

FAS Wealth Partners, Inc.

164

Mar 31, 26

0.00%

Integrity Financial Corp /WA

153

Mar 31, 26

0.00%

Pacific Center for Financial Services

137

Mar 31, 26

+137

0.00%

Prudent Man Investment Management, Inc.

Mar 31, 26

0.00%

Bay Harbor Wealth Management, LLC

Mar 31, 26

+46

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-206

GTS SECURITIES LLC

Mar 31, 26

-8.85K

BOYUM WEALTH ARCHITECTS LLC

Mar 31, 26

-9.62K

Quadrature Capital Ltd

Mar 31, 26

-23.07K

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-72

BROWN BROTHERS HARRIMAN & CO

Mar 31, 26

-41.30K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-9.18K

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-143.22K

AlphaStar Capital Management, LLC

Mar 31, 26

-9.79K

Envestnet Portfolio Solutions, Inc.

Mar 31, 26

-12.54K

Ameritas Advisory Services, LLC

Mar 31, 26

-8.10K

LJI Wealth Management, LLC

Mar 31, 26

-9.60K

OPTIMA CAPITAL LLC

Mar 31, 26

-3.10K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-102.58K

Capital Asset Advisory Services LLC

Mar 31, 26

-7.01K

Solutions 4 Wealth, Ltd

Mar 31, 26

-35.87K

QRG CAPITAL MANAGEMENT, INC.

Mar 31, 26

-5.96K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-2.61M

Vermillion & White Wealth Management Group, LLC

Mar 31, 26

-571

Balance Wealth, LLC

Mar 31, 26

-27.13K

Westwood Wealth Management

Mar 31, 26

-13.80K

Timonier Family Office, LTD.

414.20K

Dec 31, 25

+17.60K

0.11%

Grunden Financial Advisory, Inc.

119.77K

Dec 31, 25

+7.05K

0.03%

SageView Advisory Group, LLC

108.13K

Dec 31, 25

-5.48K

0.03%

Austin Private Wealth, LLC

91.10K

Dec 31, 25

+2.70K

0.02%

Edge Financial Advisors LLC

30.86K

Dec 31, 25

-1.08K

0.01%

O'Brien Wealth Partners LLC

10.45K

Dec 31, 25

+10.45K

0.00%

CIBC Private Wealth Group, LLC

9.05K

Dec 31, 25

+9.05K

0.00%

Nalls Sherbakoff Group, LLC

4.48K

Dec 31, 25

0.00%

MARYLAND CAPITAL ADVISORS INC.

3.80K

Dec 31, 25

-6

0.00%

COMERICA BANK

548

Dec 31, 25

-23

0.00%

Global Retirement Partners, LLC

272

Dec 31, 25

-641

0.00%

TUCKER ASSET MANAGEMENT LLC

262

Dec 31, 25

+262

0.00%

Wealthstream Advisors, Inc.

3.24M

Sep 30, 25

+40.34K

0.86%

Copperleaf Capital, LLC

103.09K

Sep 30, 25

+3.39K

0.03%

Willow Creek Wealth Management Inc.

87.19K

Sep 30, 25

+699

0.02%

PBMares Wealth Management LLC

76.49K

Sep 30, 25

-5.25K

0.02%

Vishria Bird Financial Group, LLC

34.24K

Sep 30, 25

+10.39K

0.01%

Hemington Wealth Management

29.68K

Sep 30, 25

-980

0.01%

COBBLESTONE CAPITAL ADVISORS LLC /NY/

16.39K

Sep 30, 25

-760

0.00%

Full Sail Capital, LLC

16.30K

Sep 30, 25

+16.30K

0.00%

Fortress Wealth Management, Inc.

8.04K

Sep 30, 25

+484

0.00%

OPTIMUM INVESTMENT ADVISORS

417

Sep 30, 25

0.00%

Lion Street Advisors, LLC

Sep 30, 25

-11.53K

EWG Elevate Inc.

Sep 30, 25

-11.42K

Jentner Corp

1.32M

Jun 30, 25

+81.32K

0.35%

Waypoint Wealth Partners Inc.

388.62K

Jun 30, 25

-24.86K

0.10%

Parkworth Wealth Management, Inc.

224.26K

Jun 30, 25

+7.46K

0.06%

Summit X, LLC

42.37K

Jun 30, 25

+1.17K

0.01%

Benchmark Wealth Management, LLC

29.56K

Jun 30, 25

+9.49K

0.01%

Congress Wealth Management LLC / DE /

29.17K

Jun 30, 25

+2.53K

0.01%

Atria Wealth Solutions, Inc.

16.05K

Jun 30, 25

-793

0.00%

KRAFT ASSET MANAGEMENT, LLC

13.50K

Jun 30, 25

-2.83K

0.00%

Christopher J. Hasenberg, Inc

7.97K

Jun 30, 25

+7.97K

0.00%

AVANTAX ADVISORY SERVICES, INC.

6.86K

Jun 30, 25

+6.86K

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Aveo Capital Partners, LLC

653.00K

Mar 31, 25

+50.74K

0.17%

Orion Portfolio Solutions, LLC

265.69K

Mar 31, 25

+39.71K

0.07%

Michael A. Dubis Financial Planning, LLC

128.93K

Mar 31, 25

+6.43K

0.03%

Cahill Wealth Management, LLC

84.58K

Mar 31, 25

+763

0.02%

CRITERION CAPITAL ADVISORS, LLC

721.26K

Dec 31, 24

0.19%

Peninsula Wealth, LLC

60.48K

Dec 31, 24

+424

0.02%

WMS Partners, LLC

33.33K

Dec 31, 24

+5.28K

0.01%

Advisory Services & Investments, LLC

738.89K

Sep 30, 24

-45.86K

0.20%

Waypoint Capital Advisors, LLC

539.27K

Sep 30, 24

+12.68K

0.14%

Raymond James Financial Services Advisors, Inc.

138.98K

Sep 30, 24

+7.83K

0.04%

RAYMOND JAMES & ASSOCIATES

51.40K

Sep 30, 24

+51.40K

0.01%

RAYMOND JAMES TRUST N.A.

11.12K

Sep 30, 24

-228

0.00%

Aspire Wealth Management Corp

8.43K

Sep 30, 24

0.00%

Kingfisher Capital LLC

8.18K

Sep 30, 24

+8.18K

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

1.26M

Jun 30, 24

+151.33K

0.33%

Arden Trust Co

1.12M

Jun 30, 24

-182.74K

0.30%

HoyleCohen, LLC

24.62K

Jun 30, 24

-1.52K

0.01%

BENJAMIN F. EDWARDS & COMPANY, INC.

193

Jun 30, 24

+193

0.00%

SOUNDMARK WEALTH MANAGEMENT, LLC

506.79K

Mar 31, 24

+74.16K

0.13%

Grey Street Capital, LLC

18.58K

Mar 31, 24

+870

0.00%

Cetera Advisor Networks LLC

Mar 31, 24

-9.30K

ML & R WEALTH MANAGEMENT LLC

Mar 31, 24

-31.33K

Bridgeworth, LLC

2.21M

Dec 31, 23

+66.41K

0.59%

First Ascent Asset Management, LLC

653.24K

Dec 31, 23

+42.62K

0.17%

WEALTHSOURCE PARTNERS, LLC

118.64K

Dec 31, 23

-6.34K

0.03%

Resource Planning Group

88.52K

Dec 31, 23

+88.52K

0.02%

PATHSTONE FAMILY OFFICE, LLC

3.46M

Sep 30, 23

-765.70K

0.92%

3D/L Capital Management, LLC

896.46K

Sep 30, 23

-32.18K

0.24%

Steward Financial Group LLC

698.86K

Sep 30, 23

+44.59K

0.19%

TRIAD FINANCIAL ADVISORS, INC.

332.71K

Sep 30, 23

+115.25K

0.09%

ADVISOR PARTNERS II, LLC

196.34K

Sep 30, 23

-18.96K

0.05%

Relaxing Retirement Coach

2.21M

Jun 30, 23

+146.54K

0.59%

Brainard Capital Management LLC

25.38K

Mar 31, 23

+9.04K

0.01%

ASSET MANAGEMENT CORP /IL/ /ADV

24.37K

Mar 31, 23

+9.22K

0.01%

Align Wealth Management, LLC

282.04K

Dec 31, 22

+282.04K

0.07%

Laurel Wealth Advisors, Inc.

49.49K

Dec 31, 22

+49.49K

0.01%

Sanford Advisory Services, LLC

40.90K

Dec 31, 22

+40.90K

0.01%

RESOLUTE FINANCIAL, LLC

21.18K

Dec 31, 22

-6.82K

0.01%

CPWM, LLC

50.91K

Sep 30, 22

-34.62K

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

Sep 30, 22

-17.11K