DFIC(DFIC)
DFIC
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 41.49M | Jun 30, 26 | +3.03M | 11.12% |
| Forum Financial Management, LP | 16.47M | Jun 30, 26 | +245.21K | 4.41% |
| Evensky & Katz LLC | 6.09M | Jun 30, 26 | +35.92K | 1.63% |
| ENVESTNET ASSET MANAGEMENT INC | 5.96M | Jun 30, 26 | +526.07K | 1.60% |
| JMG Financial Group, Ltd. | 4.97M | Jun 30, 26 | +187.19K | 1.33% |
| Apella Capital, LLC | 4.77M | Jun 30, 26 | +220.41K | 1.28% |
| Greenspring Advisors, LLC | 4.49M | Jun 30, 26 | +27.76K | 1.20% |
| HighTower Advisors, LLC | 4.33M | Jun 30, 26 | +12.60K | 1.16% |
| RW Investment Management LLC | 4.22M | Jun 30, 26 | -17.37K | 1.13% |
| Summit Financial Strategies, Inc. | 3.97M | Jun 30, 26 | +79.66K | 1.06% |
| LPL Financial LLC | 3.96M | Jun 30, 26 | +452.35K | 1.06% |
| Plancorp, LLC | 3.90M | Jun 30, 26 | +403.12K | 1.05% |
| AWM CAPITAL, LLC | 3.64M | Jun 30, 26 | +124.79K | 0.98% |
| Cannon Financial Strategists, Inc. | 3.60M | Jun 30, 26 | +148.18K | 0.97% |
| Colony Group, LLC | 3.42M | Jun 30, 26 | +231.23K | 0.92% |
| MASECO LLP | 3.39M | Jun 30, 26 | +222.88K | 0.91% |
| Sageworth Trust Co | 3.18M | Jun 30, 26 | -43.56K | 0.85% |
| ASSETMARK, INC | 3.13M | Jun 30, 26 | +3.13M | 0.84% |
| Symmetry Partners, LLC | 2.98M | Jun 30, 26 | +154.35K | 0.80% |
| PARK AVENUE SECURITIES LLC | 2.96M | Jun 30, 26 | +2.96M | 0.79% |
| Annex Advisory Services, LLC | 2.66M | Jun 30, 26 | +200.90K | 0.71% |
| Beacon Pointe Advisors, LLC | 2.58M | Jun 30, 26 | -15.06K | 0.69% |
| Pathstone Holdings, LLC | 2.57M | Jun 30, 26 | -32.43K | 0.69% |
| JANE STREET GROUP, LLC | 2.51M | Jun 30, 26 | -212.72K | 0.67% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2.46M | Jun 30, 26 | -146.47K | 0.66% |
| Asset Dedication, LLC | 2.46M | Jun 30, 26 | +53.13K | 0.66% |
| Aspen Capital Management, LLC | 2.38M | Jun 30, 26 | +104.93K | 0.64% |
| WPWealth LLP | 2.36M | Jun 30, 26 | -156.42K | 0.63% |
| Rockbridge Investment Management, LCC | 2.35M | Jun 30, 26 | +162.63K | 0.63% |
| Rather & Kittrell, Inc. | 2.34M | Jun 30, 26 | +81.34K | 0.63% |
| Kestra Investment Management, LLC | 2.23M | Jun 30, 26 | -323.01K | 0.60% |
| Bernicke Wealth Management, Ltd. | 2.23M | Jun 30, 26 | +25.87K | 0.60% |
| BRIGHTON JONES LLC | 2.22M | Jun 30, 26 | +143.53K | 0.60% |
| Elser Financial Planning, Inc | 2.21M | Jun 30, 26 | +36.78K | 0.59% |
| Resources Investment Advisors, LLC. | 2.18M | Jun 30, 26 | +102.29K | 0.58% |
| Leading Edge Financial Planning LLC | 2.15M | Jun 30, 26 | +193.29K | 0.58% |
| SJS Investment Consulting Inc. | 2.07M | Jun 30, 26 | +112.89K | 0.55% |
| Syverson Strege & Co | 2.04M | Jun 30, 26 | +8.17K | 0.55% |
| Hill Investment Group Partners, LLC | 2.03M | Jun 30, 26 | -13.54K | 0.54% |
| Moss Adams Wealth Advisors LLC | 1.98M | Jun 30, 26 | +114.00K | 0.53% |
| Baird Financial Group, Inc. | 1.91M | Jun 30, 26 | -59.17K | 0.51% |
| Rockwood Wealth Management, LLC | 1.77M | Jun 30, 26 | -1.49K | 0.47% |
| Buckingham Strategic Partners | 1.67M | Jun 30, 26 | +635.41K | 0.45% |
| Savant Capital, LLC | 1.67M | Jun 30, 26 | +425.68K | 0.45% |
| Betterment LLC | 1.67M | Jun 30, 26 | +86.19K | 0.45% |
| Tencap Wealth Coaching, LLC | 1.64M | Jun 30, 26 | +180.33K | 0.44% |
| Truepoint, Inc. | 1.64M | Jun 30, 26 | -319.60K | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.64M | Jun 30, 26 | +52.72K | 0.44% |
| Millburn Ridgefield Corp | 1.63M | Jun 30, 26 | +78.46K | 0.44% |
| Catalyst Capital Advisors LLC | 1.63M | Jun 30, 26 | +78.46K | 0.44% |
| Vestmark Advisory Solutions, Inc. | 1.62M | Jun 30, 26 | -115.52K | 0.43% |
| Financial Plan, Inc. | 1.61M | Jun 30, 26 | +98.46K | 0.43% |
| DecisionPoint Financial, LLC | 1.58M | Jun 30, 26 | +163.92K | 0.42% |
| Kooman & Associates | 1.54M | Jun 30, 26 | -34.15K | 0.41% |
| Miramar Fiduciary Corp | 1.52M | Jun 30, 26 | -391.85K | 0.41% |
| Helen Stephens Group, LLC | 1.52M | Jun 30, 26 | +125.06K | 0.41% |
| BANK OF AMERICA CORP /DE/ | 1.50M | Jun 30, 26 | +34.38K | 0.40% |
| Henrickson Nauta Wealth Advisors, Inc. | 1.42M | Jun 30, 26 | +76.85K | 0.38% |
| Mariner, LLC | 1.41M | Jun 30, 26 | +19.70K | 0.38% |
| Stordahl Capital Management, Inc. | 1.40M | Jun 30, 26 | +35.72K | 0.37% |
| DiNuzzo Private Wealth, Inc. | 1.39M | Jun 30, 26 | +2.60K | 0.37% |
| von Borstel & Associates, Inc. | 1.37M | Jun 30, 26 | +47.90K | 0.37% |
| Eaton-Cambridge Inc. | 1.30M | Jun 30, 26 | +30.64K | 0.35% |
| Verisail Partners, LLC | 1.28M | Jun 30, 26 | +16.03K | 0.34% |
| Integrated Wealth Concepts LLC | 1.27M | Jun 30, 26 | +572.55K | 0.34% |
| Burton Enright Welch | 1.24M | Jun 30, 26 | +96.46K | 0.33% |
| Your Advocates Ltd., LLP | 1.23M | Jun 30, 26 | -16.77K | 0.33% |
| RS CRUM INC. | 1.22M | Jun 30, 26 | +52.26K | 0.33% |
| Alpha Financial Advisors, LLC | 1.19M | Jun 30, 26 | +26.78K | 0.32% |
| One Degree Advisors Inc | 1.18M | Jun 30, 26 | +62.58K | 0.32% |
| AdvisorNet Financial, Inc | 1.16M | Jun 30, 26 | +9.94K | 0.31% |
| EnRich Financial Partners LLC | 1.15M | Jun 30, 26 | +25.99K | 0.31% |
| HILL ISLAND FINANCIAL LLC | 1.14M | Jun 30, 26 | +42.49K | 0.31% |
| True Wealth Design, LLC | 1.14M | Jun 30, 26 | +73.77K | 0.30% |
| American Trust | 1.13M | Jun 30, 26 | +45.56K | 0.30% |
| BCU Wealth Advisors, LLC | 1.12M | Jun 30, 26 | +51.20K | 0.30% |
| Kestra Advisory Services, LLC | 1.11M | Jun 30, 26 | +395.94K | 0.30% |
| ARK & TLK INVESTMENTS, LLC | 1.07M | Jun 30, 26 | +9.94K | 0.29% |
| CAPSTONE CAPITAL LLC | 1.07M | Jun 30, 26 | +11.48K | 0.29% |
| Trust Co of the South | 1.07M | Jun 30, 26 | +52.08K | 0.29% |
| Straight Path Wealth Management | 1.06M | Jun 30, 26 | +18.23K | 0.28% |
| Pine Harbor Wealth Management, LLC | 1.06M | Jun 30, 26 | +41.58K | 0.28% |
| Ullmann Wealth Partners Group, LLC | 1.05M | Jun 30, 26 | -28.24K | 0.28% |
| Tassel Capital Management, Inc. | 1.05M | Jun 30, 26 | +81.42K | 0.28% |
| BURNEY CO/ | 1.05M | Jun 30, 26 | +81.93K | 0.28% |
| Mattern Wealth Management LLC | 1.02M | Jun 30, 26 | +39.26K | 0.27% |
| TFO-TDC, LLC | 1.02M | Jun 30, 26 | +544.02K | 0.27% |
| SC&H Financial Advisors, Inc. | 1.01M | Jun 30, 26 | +45.02K | 0.27% |
| United Wealth Management, LLC | 986.76K | Jun 30, 26 | +7.21K | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 951.57K | Jun 30, 26 | +244.76K | 0.25% |
| Pinnacle Financial Group, LLC / IL | 929.85K | Jun 30, 26 | +12.95K | 0.25% |
| Financial Engines Advisors L.L.C. | 910.16K | Jun 30, 26 | -39.72K | 0.24% |
| Cambridge Investment Research Advisors, Inc. | 906.07K | Jun 30, 26 | +203.95K | 0.24% |
| ACORN CREEK CAPITAL LLC | 879.32K | Jun 30, 26 | -21.20K | 0.24% |
| Integrity Advisory Solutions, LLC | 876.40K | Jun 30, 26 | +53.48K | 0.23% |
| Eqis Capital Management, Inc. | 875.41K | Jun 30, 26 | +2.65K | 0.23% |
| Hurlow Wealth Management Group, Inc. | 853.24K | Jun 30, 26 | +76.74K | 0.23% |
| Quantum Financial Planning Services, Inc. | 850.17K | Jun 30, 26 | +54.33K | 0.23% |
| Lutz Financial Services LLC | 833.29K | Jun 30, 26 | +42.67K | 0.22% |
| Advisor OS, LLC | 832.57K | Jun 30, 26 | -114.20K | 0.22% |
| MJP ASSOCIATES INC /ADV | 832.57K | Jun 30, 26 | -116.90K | 0.22% |
| Rachor Investment Advisory Services, LLC | 827.57K | Jun 30, 26 | +27.32K | 0.22% |
| Krilogy Financial LLC | 820.80K | Jun 30, 26 | -41.17K | 0.22% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 818.26K | Jun 30, 26 | +12.25K | 0.22% |
| Evanson Financial, LLC | 805.05K | Jun 30, 26 | +805.05K | 0.22% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 784.24K | Jun 30, 26 | +147.70K | 0.21% |
| SRS Capital Advisors, Inc. | 775.40K | Jun 30, 26 | +64.28K | 0.21% |
| Woodward Financial Advisors, Inc. | 769.25K | Jun 30, 26 | +769.25K | 0.21% |
| VeraBank, N.A. | 766.76K | Jun 30, 26 | +57.59K | 0.21% |
| SwitchPoint Financial Planning, LLC | 765.84K | Jun 30, 26 | +62.78K | 0.21% |
| Sensible Money, LLC | 760.82K | Jun 30, 26 | +36.74K | 0.20% |
| HTG Investment Advisors, Inc. | 750.32K | Jun 30, 26 | +6.62K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 731.29K | Jun 30, 26 | +381.48K | 0.20% |
| Discipline Wealth Solutions, LLC | 725.66K | Jun 30, 26 | -30.23K | 0.19% |
| Foundations Investment Advisors, LLC | 724.43K | Jun 30, 26 | +37.46K | 0.19% |
| Cambridge Financial Group, LLC | 722.46K | Jun 30, 26 | +38.74K | 0.19% |
| CI Private Wealth, LLC | 689.94K | Jun 30, 26 | -12.27K | 0.18% |
| Concurrent Investment Advisors, LLC | 685.79K | Jun 30, 26 | +35.49K | 0.18% |
| EP Wealth Advisors, LLC | 680.85K | Jun 30, 26 | +12.07K | 0.18% |
| JFS WEALTH ADVISORS, LLC | 680.15K | Jun 30, 26 | +176.44K | 0.18% |
| Bridgewater Advisors Inc. | 666.77K | Jun 30, 26 | -112.05K | 0.18% |
| Chicago Partners Investment Group LLC | 660.69K | Jun 30, 26 | +56.31K | 0.18% |
| Burk Holdings LLC | 659.35K | Jun 30, 26 | +35.88K | 0.18% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 650.37K | Jun 30, 26 | -11.97K | 0.17% |
| Creative Planning | 645.47K | Jun 30, 26 | +16.91K | 0.17% |
| Blume Capital Management, Inc. | 644.31K | Jun 30, 26 | +9.26K | 0.17% |
| PCA Investment Advisory Services Inc. | 635.79K | Jun 30, 26 | +489.29K | 0.17% |
| JPMORGAN CHASE & CO | 628.14K | Jun 30, 26 | +30.41K | 0.17% |
| VESTIA PERSONAL WEALTH ADVISORS | 625.87K | Jun 30, 26 | +51.05K | 0.17% |
| New Dimensions Wealth Management, LLC | 625.34K | Jun 30, 26 | +28.85K | 0.17% |
| Vannoy Advisory Group, Inc. | 621.60K | Jun 30, 26 | +3.29K | 0.17% |
| Versant Capital Management, Inc | 611.56K | Jun 30, 26 | +47.13K | 0.16% |
| AIRE ADVISORS, LLC | 603.96K | Jun 30, 26 | +10.34K | 0.16% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 587.10K | Jun 30, 26 | +13.07K | 0.16% |
| Hippocratic Financial Advisors, LLC | 586.03K | Jun 30, 26 | +12.21K | 0.16% |
| SCRATCH CAPITAL LLC | 584.18K | Jun 30, 26 | +58.31K | 0.16% |
| Private Wealth Management Group, LLC | 577.51K | Jun 30, 26 | -3.27K | 0.15% |
| NewEdge Advisors, LLC | 575.84K | Jun 30, 26 | +25.75K | 0.15% |
| Great Waters Wealth Management | 574.48K | Jun 30, 26 | -46.55K | 0.15% |
| STUDIO INVESTMENT MANAGEMENT LLC | 571.99K | Jun 30, 26 | -6.80K | 0.15% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 569.86K | Jun 30, 26 | +71.00K | 0.15% |
| Wealthcare Advisory Partners LLC | 566.61K | Jun 30, 26 | +16.41K | 0.15% |
| Cypress Point Wealth Management, LLC | 566.20K | Jun 30, 26 | +16.28K | 0.15% |
| Wealth Advisors Northwest LLC | 563.70K | Jun 30, 26 | +23.33K | 0.15% |
| Passive Capital Management, LLC. | 560.47K | Jun 30, 26 | -47.47K | 0.15% |
| Pillar Financial Advisors, LLC | 551.83K | Jun 30, 26 | +9.75K | 0.15% |
| XY Planning Network, Inc. | 547.88K | Jun 30, 26 | +45.63K | 0.15% |
| BCO Wealth Management LLC | 532.09K | Jun 30, 26 | +13.99K | 0.14% |
| Mills Wealth Advisors LLC | 531.42K | Jun 30, 26 | +23.17K | 0.14% |
| Heritage Investment Group, Inc. | 530.68K | Jun 30, 26 | +12.02K | 0.14% |
| AA Financial Advisors, LLC | 530.54K | Jun 30, 26 | +20.66K | 0.14% |
| Vestment Financial LLC | 529.87K | Jun 30, 26 | +9.35K | 0.14% |
| EverSource Wealth Advisors, LLC | 524.93K | Jun 30, 26 | -1.59K | 0.14% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 517.54K | Jun 30, 26 | +22.82K | 0.14% |
| Gemmer Asset Management LLC | 515.91K | Jun 30, 26 | +17.49K | 0.14% |
| QUARRY HILL ADVISORS, LLC | 511.48K | Jun 30, 26 | +23.90K | 0.14% |
| Brinker Capital Investments, LLC | 510.94K | Jun 30, 26 | +25.01K | 0.14% |
| Farther Finance Advisors, LLC | 502.95K | Jun 30, 26 | -4.76K | 0.13% |
| LifeGuide Financial Advisors, LLC | 497.49K | Jun 30, 26 | +20.58K | 0.13% |
| Foundry Financial LLC | 496.73K | Jun 30, 26 | +58.86K | 0.13% |
| Applied Capital LLC | 481.95K | Jun 30, 26 | +24.21K | 0.13% |
| Penserra Capital Management LLC | 481.02K | Jun 30, 26 | -9.48K | 0.13% |
| Ruedi Wealth Management, Inc. | 477.39K | Jun 30, 26 | +18.58K | 0.13% |
| Hiley Hunt Wealth Management | 462.38K | Jun 30, 26 | +6.44K | 0.12% |
| Financial Symmetry Inc | 459.72K | Jun 30, 26 | +43.65K | 0.12% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 458.56K | Jun 30, 26 | +7.33K | 0.12% |
| Pacific Asset Management, LLC | 452.92K | Jun 30, 26 | +16.71K | 0.12% |
| LIBERTY WEALTH MANAGEMENT LLC | 439.13K | Jun 30, 26 | -- | 0.12% |
| Austin Asset Management Co Inc | 434.24K | Jun 30, 26 | -284 | 0.12% |
| Watchman Group, Inc. | 433.26K | Jun 30, 26 | +535 | 0.12% |
| BEACON HILL WEALTH MANAGEMENT LTD. | 424.89K | Jun 30, 26 | +424.89K | 0.11% |
| Timonier Family Office, LTD. | 416.07K | Jun 30, 26 | +416.07K | 0.11% |
| Fort Vancouver Investment Management, LLC | 411.59K | Jun 30, 26 | -5.51K | 0.11% |
| CARDIFF PARK ADVISORS, LLC | 410.19K | Jun 30, 26 | +88.65K | 0.11% |
| American Investment Services, Inc. | 403.79K | Jun 30, 26 | +6.21K | 0.11% |
| CLIENT 1ST ADVISORY GROUP, LLC | 403.08K | Jun 30, 26 | -10.19K | 0.11% |
| GeoWealth Management, LLC | 400.92K | Jun 30, 26 | +3.12K | 0.11% |
| Geneos Wealth Management Inc. | 393.94K | Jun 30, 26 | +12.14K | 0.11% |
| Signature Resources Capital Management, LLC | 390.30K | Jun 30, 26 | +20.41K | 0.10% |
| Vantage Point Financial LLC | 387.10K | Jun 30, 26 | +20.19K | 0.10% |
| Ridgeline Wealth, LLC | 383.54K | Jun 30, 26 | +29.08K | 0.10% |
| Plum Street Advisors, LLC | 383.09K | Jun 30, 26 | +35.22K | 0.10% |
| Financial Harvest, LLC | 380.56K | Jun 30, 26 | +19.99K | 0.10% |
| SageOak Financial, LLC | 378.37K | Jun 30, 26 | -5.90K | 0.10% |
| B&D White Capital Company, LLC | 377.44K | Jun 30, 26 | -3.61K | 0.10% |
| Fundamentum, LLC | 368.11K | Jun 30, 26 | +18.90K | 0.10% |
| Tillman Hartley LLC | 366.95K | Jun 30, 26 | -17.06K | 0.10% |
| Abel Hall, LLC | 366.37K | Jun 30, 26 | +20.22K | 0.10% |
| Cloud Capital Management, LLC | 362.79K | Jun 30, 26 | +46.81K | 0.10% |
| American Capital Advisory, LLC | 354.63K | Jun 30, 26 | +1.55K | 0.09% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 340.88K | Jun 30, 26 | +20.30K | 0.09% |
| Physician Wealth Solutions Inc. | 339.78K | Jun 30, 26 | -3.55K | 0.09% |
| KFG WEALTH MANAGEMENT, LLC | 338.22K | Jun 30, 26 | +2.66K | 0.09% |
| Hutchens & Kramer Investment Management Group, LLC | 336.62K | Jun 30, 26 | -6.03K | 0.09% |
| RFG Advisory, LLC | 334.08K | Jun 30, 26 | +16.55K | 0.09% |
| Savvy Advisors, Inc. | 315.42K | Jun 30, 26 | +22.48K | 0.08% |
| RCS Financial Planning, LLC | 306.96K | Jun 30, 26 | +3.11K | 0.08% |
| FMB WEALTH MANAGEMENT | 302.52K | Jun 30, 26 | +22.93K | 0.08% |
| Sterling Wealth Advisors Inc | 296.10K | Jun 30, 26 | -220 | 0.08% |
| UBS ASSET MANAGEMENT AMERICAS INC | 292.26K | Jun 30, 26 | -- | 0.08% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 291.61K | Jun 30, 26 | +5.41K | 0.08% |
| Hills Bank & Trust Co | 290.85K | Jun 30, 26 | -169.24K | 0.08% |
| KEB ASSET MANAGEMENT, LLC | 276.43K | Jun 30, 26 | +54.14K | 0.07% |
| CSP Financial Group, LLC | 265.08K | Jun 30, 26 | +32.43K | 0.07% |
| Wheels Up Wealth, Inc. | 263.09K | Jun 30, 26 | +3.04K | 0.07% |
| Cravens & Co Advisors, LLC | 261.64K | Jun 30, 26 | -67.84K | 0.07% |
| FORVIS Wealth Advisors, LLC | 254.88K | Jun 30, 26 | -27.19K | 0.07% |
| PENOBSCOT WEALTH MANAGEMENT | 254.07K | Jun 30, 26 | +8.05K | 0.07% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 252.63K | Jun 30, 26 | +26.81K | 0.07% |
| Rehmann Capital Advisory Group | 250.91K | Jun 30, 26 | -7.89K | 0.07% |
| Outbound Financial Inc | 250.90K | Jun 30, 26 | -1.06K | 0.07% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 247.44K | Jun 30, 26 | +1.83K | 0.07% |
| MISSION WEALTH MANAGEMENT, LP | 246.06K | Jun 30, 26 | +214.96K | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 239.20K | Jun 30, 26 | +78.97K | 0.06% |
| Amicus Financial Advisors, LLC | 232.31K | Jun 30, 26 | +126.92K | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 231.02K | Jun 30, 26 | +16.27K | 0.06% |
| Five Oceans Advisors | 230.76K | Jun 30, 26 | +2.11K | 0.06% |
| Merit Financial Group, LLC | 226.43K | Jun 30, 26 | -3.76K | 0.06% |
| Sageworth Trust Co of South Dakota | 221.25K | Jun 30, 26 | +16.71K | 0.06% |
| Capstone Wealth Management, Inc. | 218.09K | Jun 30, 26 | +6.14K | 0.06% |
| CITIGROUP INC | 210.79K | Jun 30, 26 | +64.34K | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 208.31K | Jun 30, 26 | +23.57K | 0.06% |
| BDFS Capital LLC | 207.86K | Jun 30, 26 | +36.16K | 0.06% |
| MML INVESTORS SERVICES, LLC | 204.13K | Jun 30, 26 | +50.39K | 0.05% |
| VISTA CAPITAL PARTNERS, INC. | 203.21K | Jun 30, 26 | +21.52K | 0.05% |
| GRAND WEALTH MANAGEMENT, LLC | 202.95K | Jun 30, 26 | -13.64K | 0.05% |
| Prospect Financial Group LLC | 202.69K | Jun 30, 26 | -2.53K | 0.05% |
| Kane Co Wealth Management, Inc. | 201.38K | Jun 30, 26 | +4.10K | 0.05% |
| Clearstead Advisors, LLC | 200.00K | Jun 30, 26 | -- | 0.05% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 196.49K | Jun 30, 26 | +16.22K | 0.05% |
| ROYAL BANK OF CANADA | 193.54K | Jun 30, 26 | +103.44K | 0.05% |
| WorthPointe, LLC | 191.99K | Jun 30, 26 | -4.05K | 0.05% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 191.11K | Jun 30, 26 | +18.74K | 0.05% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 184.48K | Jun 30, 26 | -316 | 0.05% |
| HEFFERNAN ADVISORY, INC | 182.09K | Jun 30, 26 | +4.88K | 0.05% |
| JDH Wealth Management, LLC | 181.97K | Jun 30, 26 | -4.03K | 0.05% |
| Estate Counselors, LLC | 178.53K | Jun 30, 26 | +12.62K | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 173.12K | Jun 30, 26 | +78.21K | 0.05% |
| Ponta Wealth Partners, LLC | 171.42K | Jun 30, 26 | +14.37K | 0.05% |
| SHUFRO ROSE & CO LLC | 171.15K | Jun 30, 26 | +7.63K | 0.05% |
| Triad Wealth Partners, LLC | 170.80K | Jun 30, 26 | +6.50K | 0.05% |
| Rialto Wealth Management, LLC | 169.25K | Jun 30, 26 | -1.85K | 0.05% |
| Apollon Wealth Management, LLC | 168.47K | Jun 30, 26 | -11.52K | 0.05% |
| Strategent Financial, LLC | 167.43K | Jun 30, 26 | +9.37K | 0.04% |
| Tilson Financial Group, Inc. | 166.78K | Jun 30, 26 | -3.30K | 0.04% |
| GEM Asset Management, LLC | 165.39K | Jun 30, 26 | +20.53K | 0.04% |
| Index Fund Advisors, Inc. | 165.12K | Jun 30, 26 | +25.90K | 0.04% |
| Sensenig Capital Advisors, Inc | 163.92K | Jun 30, 26 | -144.12K | 0.04% |
| Sowell Financial Services LLC | 163.32K | Jun 30, 26 | +2.97K | 0.04% |
| MONOGRAPH WEALTH ADVISORS, LLC | 162.74K | Jun 30, 26 | -- | 0.04% |
| Porter White Investment Advisors, Inc. | 162.35K | Jun 30, 26 | +3.13K | 0.04% |
| Essential Planning, LLC. | 160.75K | Jun 30, 26 | +30.55K | 0.04% |
| Longview Financial Advisors LLC | 159.55K | Jun 30, 26 | +9.04K | 0.04% |
| FIDUCIARY FINANCIAL GROUP, LLC | 159.53K | Jun 30, 26 | +7.83K | 0.04% |
| Austin Wealth Management, LLC | 156.54K | Jun 30, 26 | -6.87K | 0.04% |
| Family Office Research LLC | 155.56K | Jun 30, 26 | +5.79K | 0.04% |
| TCI Wealth Advisors, Inc. | 155.29K | Jun 30, 26 | +16.18K | 0.04% |
| Parkwoods Wealth Partners, LLC | 153.33K | Jun 30, 26 | +19.17K | 0.04% |
| Schubert & Co | 152.72K | Jun 30, 26 | +15.12K | 0.04% |
| Ariadne Wealth Management, LP | 151.69K | Jun 30, 26 | +1.61K | 0.04% |
| Coyle Financial Counsel LLC | 150.30K | Jun 30, 26 | -3.97K | 0.04% |
| Sprinkle Financial Consultants LLC | 146.07K | Jun 30, 26 | +9.57K | 0.04% |
| Archford Capital Strategies, LLC | 145.94K | Jun 30, 26 | +3.11K | 0.04% |
| AssuredPartners Investment Advisors, LLC | 141.69K | Jun 30, 26 | +19.66K | 0.04% |
| FLOW TRADERS U.S. LLC | 136.86K | Jun 30, 26 | +128.47K | 0.04% |
| Envision Financial LLC | 134.78K | Jun 30, 26 | +108.63K | 0.04% |
| Cerity Partners LLC | 133.45K | Jun 30, 26 | +1.06K | 0.04% |
| Vise Technologies, Inc. | 132.87K | Jun 30, 26 | +28.06K | 0.04% |
| TRUIST FINANCIAL CORP | 132.51K | Jun 30, 26 | +453 | 0.04% |
| RBF Capital, LLC | 130.00K | Jun 30, 26 | -- | 0.03% |
| Smartleaf Asset Management LLC | 129.99K | Jun 30, 26 | -- | 0.03% |
| Moisand Fitzgerald Tamayo, LLC | 129.66K | Jun 30, 26 | -2.90K | 0.03% |
| SAX WEALTH ADVISORS, LLC | 129.35K | Jun 30, 26 | +67.04K | 0.03% |
| Security Financial Services, INC. | 128.28K | Jun 30, 26 | -5.32K | 0.03% |
| Simplicity Wealth,LLC | 127.21K | Jun 30, 26 | +46.08K | 0.03% |
| Summit Financial, LLC | 122.54K | Jun 30, 26 | -5.38K | 0.03% |
| BIP Wealth, LLC | 120.63K | Jun 30, 26 | +29.67K | 0.03% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 119.89K | Jun 30, 26 | -1.54K | 0.03% |
| Warburton Capital Management, LLC | 118.77K | Jun 30, 26 | +839 | 0.03% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 116.36K | Jun 30, 26 | -861 | 0.03% |
| Approach Retirement Advisors, LLC | 115.42K | Jun 30, 26 | +4.69K | 0.03% |
| Waterfront Wealth Inc. | 113.72K | Jun 30, 26 | +681 | 0.03% |
| Avant Financial Advisors LLC | 112.31K | Jun 30, 26 | +4.39K | 0.03% |
| UBS Group AG | 112.06K | Jun 30, 26 | +6.41K | 0.03% |
| CHOREO, LLC | 111.57K | Jun 30, 26 | +89.41K | 0.03% |
| MAI Capital Management | 109.34K | Jun 30, 26 | +36.92K | 0.03% |
| Foundation Wealth Management, LLC\PA | 108.61K | Jun 30, 26 | +150 | 0.03% |
| Squire Investment Management Company, LLC | 106.86K | Jun 30, 26 | +6.66K | 0.03% |
| LEGACY FINANCIAL GROUP, INC. | 106.14K | Jun 30, 26 | +9.83K | 0.03% |
| NWAM LLC | 105.16K | Jun 30, 26 | +7.70K | 0.03% |
| Quantinno Capital Management LP | 103.14K | Jun 30, 26 | +66.39K | 0.03% |
| BluePrint Investing LLC | 101.61K | Jun 30, 26 | +791 | 0.03% |
| Two West Capital Advisors LLC | 97.70K | Jun 30, 26 | -1.84K | 0.03% |
| SageView Advisory Group, LLC | 97.03K | Jun 30, 26 | -5.30K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 96.93K | Jun 30, 26 | +23.93K | 0.03% |
| Selective Wealth Management, Inc. | 95.31K | Jun 30, 26 | +49.32K | 0.03% |
| Global Retirement Partners, LLC | 94.53K | Jun 30, 26 | +94.53K | 0.03% |
| Vistica Wealth Advisors, LLC | 93.03K | Jun 30, 26 | -2.06K | 0.02% |
| Modera Wealth Management, LLC | 91.92K | Jun 30, 26 | +61.49K | 0.02% |
| Root Financial Partners, LLC | 90.87K | Jun 30, 26 | -504 | 0.02% |
| CITADEL ADVISORS LLC | 90.86K | Jun 30, 26 | -230.66K | 0.02% |
| MORGAN STANLEY | 88.49K | Jun 30, 26 | -3.18K | 0.02% |
| Tennessee Valley Asset Management Partners | 87.12K | Jun 30, 26 | +87.12K | 0.02% |
| WELLS FARGO & COMPANY/MN | 85.08K | Jun 30, 26 | +73.76K | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 83.76K | Jun 30, 26 | +75.38K | 0.02% |
| Aegis Wealth Management LLC | 83.66K | Jun 30, 26 | +61 | 0.02% |
| ENTREWEALTH, LLC | 82.44K | Jun 30, 26 | -3.66K | 0.02% |
| Torren Management, LLC | 82.00K | Jun 30, 26 | -4.02K | 0.02% |
| Private Advisor Group, LLC | 78.86K | Jun 30, 26 | -49.16K | 0.02% |
| marrick wealth, LLC | 78.55K | Jun 30, 26 | -3.88K | 0.02% |
| LAWOOD & CO | 78.18K | Jun 30, 26 | +78.18K | 0.02% |
| SIGNATUREFD, LLC | 76.23K | Jun 30, 26 | +9.54K | 0.02% |
| Accurate Wealth Management, LLC | 76.17K | Jun 30, 26 | +4.01K | 0.02% |
| Daner Wealth Management, LLC | 75.20K | Jun 30, 26 | +10.28K | 0.02% |
| CAHILL FINANCIAL ADVISORS INC | 75.17K | Jun 30, 26 | +3.27K | 0.02% |
| FIRETHORN WEALTH PARTNERS, LLC | 74.72K | Jun 30, 26 | -1.46K | 0.02% |
| RENAISSANCE TECHNOLOGIES LLC | 74.60K | Jun 30, 26 | +66.00K | 0.02% |
| STIFEL FINANCIAL CORP | 74.24K | Jun 30, 26 | -- | 0.02% |
| Mission Hills Financial Advisory, LLC | 72.59K | Jun 30, 26 | +72.59K | 0.02% |
| CFS Investment Advisory Services, LLC | 71.29K | Jun 30, 26 | -4.95K | 0.02% |
| Ares Financial Consulting, LLC | 70.52K | Jun 30, 26 | +11.48K | 0.02% |
| Tandem Financial, LLC | 70.20K | Jun 30, 26 | -2.25K | 0.02% |
| Live Oak Private Wealth LLC | 70.12K | Jun 30, 26 | -12.13K | 0.02% |
| 55 North Private Wealth, LLC | 69.80K | Jun 30, 26 | -1.93K | 0.02% |
| Peirce Capital Management, LLC | 69.65K | Jun 30, 26 | -8.46K | 0.02% |
| Berger Financial Group, Inc | 69.25K | Jun 30, 26 | -448 | 0.02% |
| Gordian Advisors LLC | 68.85K | Jun 30, 26 | -160 | 0.02% |
| Prime Capital Investment Advisors, LLC | 68.74K | Jun 30, 26 | -574 | 0.02% |
| Integras Partners LLC | 68.01K | Jun 30, 26 | -940 | 0.02% |
| Cogent Private Wealth, Inc. | 67.09K | Jun 30, 26 | -8.15K | 0.02% |
| CreativeOne Wealth, LLC | 66.07K | Jun 30, 26 | +9.62K | 0.02% |
| Financial Alternatives, Inc | 64.37K | Jun 30, 26 | -48 | 0.02% |
| FIDUCIARY FINANCIAL ADVISORS | 63.91K | Jun 30, 26 | +22.53K | 0.02% |
| Brookstone Capital Management | 63.63K | Jun 30, 26 | +10.92K | 0.02% |
| DBK Financial Counsel, LLC | 62.59K | Jun 30, 26 | +6.89K | 0.02% |
| Caprock Group, LLC | 61.38K | Jun 30, 26 | +2.69K | 0.02% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 61.23K | Jun 30, 26 | -2.66K | 0.02% |
| Canvas Wealth Advisors, LLC | 60.75K | Jun 30, 26 | +22.37K | 0.02% |
| Trailhead Planners LLC | 60.68K | Jun 30, 26 | -21 | 0.02% |
| Diversified Trust Co | 59.39K | Jun 30, 26 | -- | 0.02% |
| SNS Financial Group, LLC | 58.61K | Jun 30, 26 | +10.95K | 0.02% |
| Envision Financial Planning, LLC | 58.37K | Jun 30, 26 | -886 | 0.02% |
| INTEGRATED WEALTHCARE, LLC | 57.38K | Jun 30, 26 | -527 | 0.02% |
| Tyche Wealth Partners LLC | 56.58K | Jun 30, 26 | -- | 0.02% |
| MB Generational Wealth, LLC | 56.04K | Jun 30, 26 | +5.42K | 0.02% |
| Investment Advisory Group, LLC | 55.68K | Jun 30, 26 | +11.02K | 0.01% |
| Apollon Financial, LLC | 55.32K | Jun 30, 26 | +13.49K | 0.01% |
| E-Wealth Partners, LLC | 54.60K | Jun 30, 26 | -1.40K | 0.01% |
| Pure Financial Advisors, LLC | 53.34K | Jun 30, 26 | +656 | 0.01% |
| Allworth Financial LP | 51.95K | Jun 30, 26 | -119.70K | 0.01% |
| Delap Wealth Advisory, LLC | 51.91K | Jun 30, 26 | -6.31K | 0.01% |
| Vigil Wealth Management, LLC | 50.97K | Jun 30, 26 | +495 | 0.01% |
| Clear Creek Financial Management, LLC | 50.63K | Jun 30, 26 | +3.91K | 0.01% |
| Strathmore Capital Advisors, Inc. | 50.40K | Jun 30, 26 | +7.87K | 0.01% |
| Glass Jacobson Investment Advisors llc | 49.85K | Jun 30, 26 | +4.06K | 0.01% |
| Parkshore Wealth Management, Inc. | 49.60K | Jun 30, 26 | +426 | 0.01% |
| Bleakley Financial Group, LLC | 49.33K | Jun 30, 26 | -900 | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 49.28K | Jun 30, 26 | +8.62K | 0.01% |
| Global Financial Private Client, LLC | 47.51K | Jun 30, 26 | +19.80K | 0.01% |
| Nuveen, LLC | 47.45K | Jun 30, 26 | +47.45K | 0.01% |
| McGrath & Associates, Inc. | 47.33K | Jun 30, 26 | -36.32K | 0.01% |
| FIRST MANHATTAN CO. LLC. | 45.64K | Jun 30, 26 | -1.04K | 0.01% |
| Atlantic Union Bankshares Corp | 45.63K | Jun 30, 26 | +16.90K | 0.01% |
| Drucker Wealth 3.0, LLC | 45.01K | Jun 30, 26 | -6.21K | 0.01% |
| Altiora Financial Group, LLC | 44.94K | Jun 30, 26 | +395 | 0.01% |
| Prospera Financial Services Inc | 43.13K | Jun 30, 26 | +9.35K | 0.01% |
| GOLDMAN SACHS GROUP INC | 43.12K | Jun 30, 26 | +43.12K | 0.01% |
| USAdvisors Wealth Management, LLC | 42.57K | Jun 30, 26 | -1.57K | 0.01% |
| WEALTHSPAN PARTNERS, LLC | 42.38K | Jun 30, 26 | +1.75K | 0.01% |
| Astra Wealth Partners LLC | 42.32K | Jun 30, 26 | +4.40K | 0.01% |
| 25 LLC | 42.06K | Jun 30, 26 | +629 | 0.01% |
| XCELSIOR ADVISOR PARTNERS LLC | 41.48K | Jun 30, 26 | +247 | 0.01% |
| Quad-Cities Investment Group, LLC | 40.88K | Jun 30, 26 | +2.45K | 0.01% |
| BANK OF MONTREAL /CAN/ | 39.99K | Jun 30, 26 | +13.40K | 0.01% |
| SUTTON PLACE INVESTORS LLC | 39.93K | Jun 30, 26 | +1.03K | 0.01% |
| HFG Wealth Management, LLC | 39.24K | Jun 30, 26 | +6.92K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 39.01K | Jun 30, 26 | -456 | 0.01% |
| HB Wealth Management, LLC | 38.99K | Jun 30, 26 | -1.47K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 38.15K | Jun 30, 26 | -744 | 0.01% |
| Werba Rubin Papier Wealth Management | 37.71K | Jun 30, 26 | -348 | 0.01% |
| Platform Wealth Management, LLC | 37.36K | Jun 30, 26 | +37.36K | 0.01% |
| Adviser Investments LLC | 35.73K | Jun 30, 26 | +29.91K | 0.01% |
| Asset Advisory Group, Inc. | 34.99K | Jun 30, 26 | +1.82K | 0.01% |
| Landing Point Financial Group, LLC | 34.87K | Jun 30, 26 | +1.86K | 0.01% |
| Visionary Wealth Advisors | 34.07K | Jun 30, 26 | +1.99K | 0.01% |
| Geometric Wealth Advisors | 33.95K | Jun 30, 26 | -- | 0.01% |
| Clark Asset Management, LLC | 33.09K | Jun 30, 26 | +1.52K | 0.01% |
| Madison Wealth Partners, Inc | 32.91K | Jun 30, 26 | +32.91K | 0.01% |
| Note Advisors, LLC | 32.31K | Jun 30, 26 | +38 | 0.01% |
| FMR LLC | 31.76K | Jun 30, 26 | +14.40K | 0.01% |
| Capstone Financial Advisors, Inc. | 31.67K | Jun 30, 26 | +10.92K | 0.01% |
| Perigon Wealth Management, LLC | 31.39K | Jun 30, 26 | -- | 0.01% |
| BESSEMER GROUP INC | 31.14K | Jun 30, 26 | +7.14K | 0.01% |
| Miracle Mile Advisors, LLC | 30.67K | Jun 30, 26 | +2.75K | 0.01% |
| MAGNOLIA CAPITAL ADVISORS LLC | 30.39K | Jun 30, 26 | -4.92K | 0.01% |
| Venture Visionary Partners LLC | 29.84K | Jun 30, 26 | +29.84K | 0.01% |
| Oceanside Advisors LLC | 29.33K | Jun 30, 26 | +1.49K | 0.01% |
| TAGStone Capital, Inc. | 28.89K | Jun 30, 26 | +964 | 0.01% |
| TCFG Investment Advisors, LLC | 28.60K | Jun 30, 26 | +1.73K | 0.01% |
| Quantum Financial Advisors, LLC | 28.17K | Jun 30, 26 | +21.39K | 0.01% |
| COGENT STRATEGIC WEALTH LLC | 28.00K | Jun 30, 26 | -2.23K | 0.01% |
| IFP Advisors, Inc | 27.16K | Jun 30, 26 | -6.48K | 0.01% |
| Quadcap Wealth Management, LLC | 27.16K | Jun 30, 26 | +1.05K | 0.01% |
| Cetera Investment Advisers | 26.85K | Jun 30, 26 | +2.03K | 0.01% |
| Capital Group Private Client Services, Inc. | 25.71K | Jun 30, 26 | +110 | 0.01% |
| IF Advisors, LLC | 25.70K | Jun 30, 26 | -- | 0.01% |
| Stratos Wealth Partners, LTD. | 25.70K | Jun 30, 26 | +12.39K | 0.01% |
| TRANSCEND CAPITAL ADVISORS, LLC | 25.61K | Jun 30, 26 | -1.61K | 0.01% |
| Barry Investment Advisors, LLC | 25.47K | Jun 30, 26 | +65 | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 25.30K | Jun 30, 26 | +25.30K | 0.01% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 24.11K | Jun 30, 26 | +904 | 0.01% |
| Acorn Wealth Advisors, LLC | 23.24K | Jun 30, 26 | +6.20K | 0.01% |
| Stirlingshire Investments, Inc. | 23.17K | Jun 30, 26 | -3.24K | 0.01% |
| Allegiance Financial Group Advisory Services LLC | 22.81K | Jun 30, 26 | -- | 0.01% |
| Wealthspire Advisors, LLC | 22.56K | Jun 30, 26 | +3.27K | 0.01% |
| Signal Advisors Wealth, LLC | 22.14K | Jun 30, 26 | +1.42K | 0.01% |
| Gradient Capital Advisors, LLC | 21.43K | Jun 30, 26 | -1.53K | 0.01% |
| C M BIDWELL & ASSOCIATES LTD | 21.17K | Jun 30, 26 | -- | 0.01% |
| Beacon Financial Advisory LLC | 20.44K | Jun 30, 26 | +16 | 0.01% |
| Disciplined Equity Management, Inc. | 20.31K | Jun 30, 26 | +30 | 0.01% |
| First Financial Group Corp | 20.28K | Jun 30, 26 | +3.23K | 0.01% |
| WealthSpring Partners, LLC | 20.00K | Jun 30, 26 | -- | 0.01% |
| Glassman Wealth Services | 19.97K | Jun 30, 26 | -- | 0.01% |
| Freedom Day Solutions, LLC | 19.31K | Jun 30, 26 | -- | 0.01% |
| COLLECTIVE FAMILY OFFICE LLC | 19.25K | Jun 30, 26 | +3.52K | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 19.07K | Jun 30, 26 | +3.48K | 0.01% |
| Opulen Financial Group LLC | 19.02K | Jun 30, 26 | +232 | 0.01% |
| Hoxton Planning & Management, LLC | 18.70K | Jun 30, 26 | -822 | 0.01% |
| Facet Wealth, Inc. | 18.47K | Jun 30, 26 | +7.58K | 0.00% |
| RHL GROUP, LLC | 18.41K | Jun 30, 26 | +3.90K | 0.00% |
| Mustard Seed Financial, LLC | 18.31K | Jun 30, 26 | -784 | 0.00% |
| Strategic Blueprint, LLC | 18.22K | Jun 30, 26 | -98 | 0.00% |
| AE Wealth Management LLC | 18.21K | Jun 30, 26 | +1.97K | 0.00% |
| Inspire Advisors, LLC | 17.89K | Jun 30, 26 | +17.89K | 0.00% |
| CogentBlue Wealth Advisors, LLC | 17.67K | Jun 30, 26 | +17.67K | 0.00% |
| SYM FINANCIAL Corp | 17.52K | Jun 30, 26 | -- | 0.00% |
| NFP Retirement, Inc. | 17.46K | Jun 30, 26 | +215 | 0.00% |
| Confluence Wealth Services, Inc. | 17.40K | Jun 30, 26 | -- | 0.00% |
| CITIZENS & NORTHERN CORP | 17.33K | Jun 30, 26 | -- | 0.00% |
| Hurley Capital, LLC | 16.95K | Jun 30, 26 | +1.72K | 0.00% |
| VISIONARY HORIZONS, LLC | 16.95K | Jun 30, 26 | +3.57K | 0.00% |
| Arkadios Wealth Advisors | 16.91K | Jun 30, 26 | -25.49K | 0.00% |
| CALTON & ASSOCIATES, INC. | 16.64K | Jun 30, 26 | +1.10K | 0.00% |
| PRINCIPAL SECURITIES, INC. | 16.53K | Jun 30, 26 | +4.27K | 0.00% |
| Vermillion Wealth Management, Inc. | 16.44K | Jun 30, 26 | +97 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 16.41K | Jun 30, 26 | +138 | 0.00% |
| Thompson David Blair | 16.30K | Jun 30, 26 | -3.00K | 0.00% |
| 1900 WEALTH MANAGEMENT LLC | 16.30K | Jun 30, 26 | -- | 0.00% |
| Tranquility Partners, LLC | 16.30K | Jun 30, 26 | +435 | 0.00% |
| Kerntke Otto McGlone Wealth Management Group | 16.24K | Jun 30, 26 | -6.48K | 0.00% |
| Brand Asset Management Group, Inc. | 16.21K | Jun 30, 26 | +16.21K | 0.00% |
| NORTHERN TRUST CORP | 16.08K | Jun 30, 26 | +1.10K | 0.00% |
| Hartmann Taylor Wealth Management, LLC | 16.05K | Jun 30, 26 | -- | 0.00% |
| Fortis Capital Management LLC | 15.54K | Jun 30, 26 | +129 | 0.00% |
| Lee Financial Co | 15.24K | Jun 30, 26 | +15.24K | 0.00% |
| RIVERBRIDGE PARTNERS LLC | 14.94K | Jun 30, 26 | -- | 0.00% |
| NorthAvenue LLC | 14.77K | Jun 30, 26 | -- | 0.00% |
| AlphaStar Capital Management, LLC | 14.68K | Jun 30, 26 | +14.68K | 0.00% |
| Avise Financial Cooperative, Inc. | 14.66K | Jun 30, 26 | -11.70K | 0.00% |
| Pioneer Wealth Management Group | 14.62K | Jun 30, 26 | -- | 0.00% |
| Painted Porch Advisors LLC | 14.36K | Jun 30, 26 | +200 | 0.00% |
| Babb Wealth Advisors LLC | 14.35K | Jun 30, 26 | -- | 0.00% |
| Forefront Wealth Partners, LLC | 14.03K | Jun 30, 26 | +7.61K | 0.00% |
| Oath Planning, LLC | 13.99K | Jun 30, 26 | +253 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 13.84K | Jun 30, 26 | -4.01K | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 13.78K | Jun 30, 26 | +525 | 0.00% |
| JOHNSON INVESTMENT COUNSEL INC | 13.74K | Jun 30, 26 | -- | 0.00% |
| J.W. COLE ADVISORS, INC. | 13.73K | Jun 30, 26 | +660 | 0.00% |
| Atomi Financial Group, Inc. | 13.62K | Jun 30, 26 | +19 | 0.00% |
| Avidian Wealth Solutions, LLC | 12.99K | Jun 30, 26 | +12.99K | 0.00% |
| Old Peak Finance LLC | 12.71K | Jun 30, 26 | +151 | 0.00% |
| NATIXIS ADVISORS, L.P. | 12.59K | Jun 30, 26 | +12.59K | 0.00% |
| Everhart Financial Group, Inc. | 12.57K | Jun 30, 26 | +320 | 0.00% |
| Wingate Wealth Advisors, Inc. | 12.48K | Jun 30, 26 | +152 | 0.00% |
| Core Wealth Management, Inc. | 12.29K | Jun 30, 26 | -- | 0.00% |
| Lionshead Wealth Management, LLC | 12.23K | Jun 30, 26 | -76 | 0.00% |
| Summit Wealth Group, LLC | 12.05K | Jun 30, 26 | -1.81K | 0.00% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.94K | Jun 30, 26 | -- | 0.00% |
| Advyzon Investment Management, LLC | 11.89K | Jun 30, 26 | +94 | 0.00% |
| Noble Family Wealth, LLC | 11.74K | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 11.74K | Jun 30, 26 | -210 | 0.00% |
| AMERIPRISE FINANCIAL INC | 11.60K | Jun 30, 26 | +11.60K | 0.00% |
| BROWN ADVISORY INC | 11.16K | Jun 30, 26 | -10.36K | 0.00% |
| Life Planning Partners, Inc | 10.99K | Jun 30, 26 | +32 | 0.00% |
| Prosperity Advisers, LLC | 10.90K | Jun 30, 26 | +10.90K | 0.00% |
| HMV Wealth Advisors, LLC | 10.89K | Jun 30, 26 | -- | 0.00% |
| BOS Asset Management, LLC | 10.89K | Jun 30, 26 | +24 | 0.00% |
| CVA Family Office, LLC | 10.87K | Jun 30, 26 | -- | 0.00% |
| Everest Financial Group LLC | 10.79K | Jun 30, 26 | +2.11K | 0.00% |
| LexAurum Advisors, LLC | 10.42K | Jun 30, 26 | +10.42K | 0.00% |
| Concord Wealth Partners | 10.41K | Jun 30, 26 | +4.21K | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 10.39K | Jun 30, 26 | -- | 0.00% |
| Abacus Planning Group, Inc. | 10.34K | Jun 30, 26 | +10.34K | 0.00% |
| PRIVATE TRUST CO NA | 10.32K | Jun 30, 26 | +3.63K | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 10.06K | Jun 30, 26 | -- | 0.00% |
| Aurelius Family Office LLC | 10.04K | Jun 30, 26 | -35 | 0.00% |
| Gutierrez Wealth Advisory, LLC | 9.98K | Jun 30, 26 | +137 | 0.00% |
| VANCE WEALTH, INC. | 9.95K | Jun 30, 26 | +1.08K | 0.00% |
| GREAT OAK CAPITAL PARTNERS, LLC | 9.95K | Jun 30, 26 | -1.19K | 0.00% |
| CX Institutional | 9.68K | Jun 30, 26 | +5.34K | 0.00% |
| Western Wealth Management, LLC | 9.68K | Jun 30, 26 | +4.30K | 0.00% |
| Zhang Financial LLC | 9.59K | Jun 30, 26 | +9.59K | 0.00% |
| FLC Capital Advisors | 9.55K | Jun 30, 26 | -- | 0.00% |
| Clarity Capital Advisors, LLC | 9.49K | Jun 30, 26 | +115 | 0.00% |
| TABLEAUX LLC | 9.48K | Jun 30, 26 | -- | 0.00% |
| Squarepoint Ops LLC | 9.42K | Jun 30, 26 | +9.42K | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 9.40K | Jun 30, 26 | -- | 0.00% |
| CLARIS ADVISORS, LLC / MO / | 9.39K | Jun 30, 26 | +269 | 0.00% |
| MONEY CONCEPTS CAPITAL CORP | 9.35K | Jun 30, 26 | -1.90K | 0.00% |
| WINNOW WEALTH LLC | 9.26K | Jun 30, 26 | +3.34K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.24K | Jun 30, 26 | +184 | 0.00% |
| Investmark Advisory Group LLC | 9.09K | Jun 30, 26 | +632 | 0.00% |
| CIBC Bancorp USA Inc. | 9.05K | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 9.03K | Jun 30, 26 | -7.13K | 0.00% |
| HBE Wealth Management, LLC | 9.02K | Jun 30, 26 | +1 | 0.00% |
| SEI INVESTMENTS CO | 8.95K | Jun 30, 26 | -- | 0.00% |
| Hilltop Holdings Inc. | 8.84K | Jun 30, 26 | +1.09K | 0.00% |
| MGO ONE SEVEN LLC | 8.79K | Jun 30, 26 | +2.46K | 0.00% |
| Citrine Capital LLC | 8.74K | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 8.68K | Jun 30, 26 | +2.13K | 0.00% |
| Kaufman Rossin Wealth, LLC | 8.51K | Jun 30, 26 | +20 | 0.00% |
| Archer Investment Management, LLC | 8.49K | Jun 30, 26 | -159 | 0.00% |
| New England Private Wealth Advisors LLC | 8.43K | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 8.39K | Jun 30, 26 | +7.42K | 0.00% |
| Delos Wealth Advisors, LLC | 8.36K | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.32K | Jun 30, 26 | +1.37K | 0.00% |
| Tumwater Wealth Management, LLC | 8.30K | Jun 30, 26 | -- | 0.00% |
| Tufton Capital Management | 8.21K | Jun 30, 26 | +8.21K | 0.00% |
| VestGen Advisors, LLC | 8.13K | Jun 30, 26 | -- | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 8.05K | Jun 30, 26 | +546 | 0.00% |
| HANCOCK WHITNEY CORP | 7.95K | Jun 30, 26 | -- | 0.00% |
| Sequoia Financial Advisors, LLC | 7.80K | Jun 30, 26 | -2.27K | 0.00% |
| Petersen Hastings Wealth Advisors Inc. | 7.69K | Jun 30, 26 | -- | 0.00% |
| VICTORY FINANCIAL GROUP, LLC | 7.63K | Jun 30, 26 | +139 | 0.00% |
| XTX Topco Ltd | 7.45K | Jun 30, 26 | +7.45K | 0.00% |
| Bank of New York Mellon Corp | 7.35K | Jun 30, 26 | -561 | 0.00% |
| LANGLEY WEALTH MANAGEMENT, LLC | 7.31K | Jun 30, 26 | +7.31K | 0.00% |
| Aspire Private Capital, LLC | 7.18K | Jun 30, 26 | +100 | 0.00% |
| Topsail Wealth Management, LLC | 7.16K | Jun 30, 26 | +1.07K | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 7.07K | Jun 30, 26 | -7.07K | 0.00% |
| B. Riley Wealth Advisors, Inc. | 7.05K | Jun 30, 26 | -68 | 0.00% |
| Shepherd Financial Partners LLC | 6.86K | Jun 30, 26 | +6.86K | 0.00% |
| Janney Montgomery Scott LLC | 6.85K | Jun 30, 26 | +6.85K | 0.00% |
| Level Wealth Management LLC | 6.79K | Jun 30, 26 | +57 | 0.00% |
| Long Island Wealth Management, Inc. | 6.73K | Jun 30, 26 | -- | 0.00% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 6.72K | Jun 30, 26 | +6.72K | 0.00% |
| DOPKINS WEALTH MANAGEMENT, LLC | 6.67K | Jun 30, 26 | -15 | 0.00% |
| McClarren Financial Advisors, Inc. | 6.64K | Jun 30, 26 | +605 | 0.00% |
| Acropolis Investment Management, LLC | 6.63K | Jun 30, 26 | -- | 0.00% |
| Empire Financial Management Company, LLC | 6.60K | Jun 30, 26 | -- | 0.00% |
| Lakeridge Wealth Management LLC | 6.55K | Jun 30, 26 | -8.03K | 0.00% |
| Csenge Advisory Group | 6.54K | Jun 30, 26 | +6.54K | 0.00% |
| JNBA Financial Advisors | 6.50K | Jun 30, 26 | +6.50K | 0.00% |
| VisionPoint Advisory Group, LLC | 6.49K | Jun 30, 26 | -23.10K | 0.00% |
| SEEDS INVESTOR LLC | 6.43K | Jun 30, 26 | +940 | 0.00% |
| Cove Private Wealth, LLC | 6.32K | Jun 30, 26 | -- | 0.00% |
| Net Worth Advisory Group | 6.23K | Jun 30, 26 | +77 | 0.00% |
| Pensionmark Financial Group, LLC | 6.21K | Jun 30, 26 | +6.21K | 0.00% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 6.20K | Jun 30, 26 | -- | 0.00% |
| Principle Wealth Partners LLC | 6.09K | Jun 30, 26 | -- | 0.00% |
| Orcam Financial Group | 6.09K | Jun 30, 26 | -- | 0.00% |
| Eaton Financial Holdings Company, LLC | 6.04K | Jun 30, 26 | +6.04K | 0.00% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5.86K | Jun 30, 26 | +5.86K | 0.00% |
| Fortis Capital Advisors, LLC | 5.78K | Jun 30, 26 | -- | 0.00% |
| Belpointe Asset Management LLC | 5.78K | Jun 30, 26 | -- | 0.00% |
| Mutual Advisors, LLC | 5.77K | Jun 30, 26 | -77 | 0.00% |
| IHT Wealth Management, LLC | 5.77K | Jun 30, 26 | -165 | 0.00% |
| Haven Private, LLC | 5.75K | Jun 30, 26 | -1.67K | 0.00% |
| OneAscent Financial Services LLC | 5.69K | Jun 30, 26 | +5.69K | 0.00% |
| FRANKLIN RESOURCES INC | 5.67K | Jun 30, 26 | -- | 0.00% |
| CNB Bank | 5.65K | Jun 30, 26 | -- | 0.00% |
| Equita Financial Network, Inc. | 5.64K | Jun 30, 26 | +8 | 0.00% |
| Aprio Wealth Management, LLC | 5.60K | Jun 30, 26 | -11.21K | 0.00% |
| J. Derek Lewis & Associates Inc. | 5.51K | Jun 30, 26 | +5.51K | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 5.33K | Jun 30, 26 | +5.33K | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 5.15K | Jun 30, 26 | +4.78K | 0.00% |
| Steward Partners Investment Advisory, LLC | 5.00K | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 4.99K | Jun 30, 26 | +1.39K | 0.00% |
| Nalls Sherbakoff Group, LLC | 4.48K | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 4.32K | Jun 30, 26 | +7 | 0.00% |
| Aptus Capital Advisors, LLC | 4.18K | Jun 30, 26 | +51 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 4.14K | Jun 30, 26 | +24 | 0.00% |
| Strategic Wealth Partners, Ltd. | 3.86K | Jun 30, 26 | +5 | 0.00% |
| MCF Advisors LLC | 3.80K | Jun 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 3.30K | Jun 30, 26 | -204 | 0.00% |
| Washington Trust Advisors, Inc. | 2.81K | Jun 30, 26 | +1.68K | 0.00% |
| CARY STREET PARTNERS FINANCIAL LLC | 2.60K | Jun 30, 26 | +2.60K | 0.00% |
| Keystone Financial Group, Inc. | 2.52K | Jun 30, 26 | +1.29K | 0.00% |
| Global Trust Asset Management, LLC | 2.50K | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 2.36K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 2.35K | Jun 30, 26 | -1.19K | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 2.32K | Jun 30, 26 | +1.45K | 0.00% |
| Capital Analysts, LLC | 1.79K | Jun 30, 26 | +1.33K | 0.00% |
| HOWE & RUSLING INC | 1.61K | Jun 30, 26 | +1.61K | 0.00% |
| Spire Wealth Management | 1.47K | Jun 30, 26 | +874 | 0.00% |
| BlackRock, Inc. | 1.28K | Jun 30, 26 | +1.28K | 0.00% |
| Rossby Financial, LCC | 1.24K | Jun 30, 26 | +130 | 0.00% |
| Parallel Advisors, LLC | 1.11K | Jun 30, 26 | +14 | 0.00% |
| EVERMAY WEALTH MANAGEMENT LLC | 998 | Jun 30, 26 | +998 | 0.00% |
| Fairway Wealth LLC | 894 | Jun 30, 26 | +894 | 0.00% |
| Capital Investment Advisory Services, LLC | 815 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 778 | Jun 30, 26 | -- | 0.00% |
| Gleason Group, Inc. | 768 | Jun 30, 26 | +768 | 0.00% |
| Triumph Capital Management | 735 | Jun 30, 26 | +9 | 0.00% |
| Go Invest LLC | 720 | Jun 30, 26 | +56 | 0.00% |
| TOWER TRUST & INVESTMENT Co | 618 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 617 | Jun 30, 26 | -- | 0.00% |
| Turtle Creek Wealth Advisors, LLC | 598 | Jun 30, 26 | -324 | 0.00% |
| Coston, McIsaac & Partners | 596 | Jun 30, 26 | +7 | 0.00% |
| CoreCap Advisors, LLC | 526 | Jun 30, 26 | -- | 0.00% |
| Cranbrook Wealth Management, LLC | 487 | Jun 30, 26 | +487 | 0.00% |
| ALBION FINANCIAL GROUP /UT | 470 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 470 | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 442 | Jun 30, 26 | +442 | 0.00% |
| Continuum Advisory, LLC | 406 | Jun 30, 26 | +406 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 390 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 381 | Jun 30, 26 | +45 | 0.00% |
| CAMBIENT FAMILY OFFICE, LLC | 360 | Jun 30, 26 | +360 | 0.00% |
| Brooklyn FI, LLC | 358 | Jun 30, 26 | +358 | 0.00% |
| HFM Investment Advisors, LLC | 311 | Jun 30, 26 | -66 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 292 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 290 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 274 | Jun 30, 26 | -- | 0.00% |
| WealthCollab, LLC | 262 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 239 | Jun 30, 26 | +45 | 0.00% |
| Silver Grove Financial Group, Inc. | 205 | Jun 30, 26 | +205 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 180 | Jun 30, 26 | +180 | 0.00% |
| FAS Wealth Partners, Inc. | 167 | Jun 30, 26 | +3 | 0.00% |
| Integrity Financial Corp /WA | 153 | Jun 30, 26 | -- | 0.00% |
| Pacific Center for Financial Services | 137 | Jun 30, 26 | -- | 0.00% |
| Corsicana & Co. | 110 | Jun 30, 26 | +110 | 0.00% |
| Key Capital Management, INC | 79 | Jun 30, 26 | +4 | 0.00% |
| Prudent Man Investment Management, Inc. | 54 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 47 | Jun 30, 26 | +47 | 0.00% |
| Bay Harbor Wealth Management, LLC | 46 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 35 | Jun 30, 26 | +35 | 0.00% |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -11.62K | -- |
| OneAscent Family Office, LLC | -- | Jun 30, 26 | -16.10K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -1.12K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -31.77K | -- |
| Magnolia Wealth Management, LLC | -- | Jun 30, 26 | -1.33K | -- |
| GEN Financial Management, INC. | -- | Jun 30, 26 | -52.83K | -- |
| HANOVER ADVISORS INC | -- | Jun 30, 26 | -6.31K | -- |
| Archer Investment Corp | -- | Jun 30, 26 | -1.72K | -- |
| Measured Wealth Private Client Group, LLC | -- | Jun 30, 26 | -608 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -12.23K | -- |
| Westmount Partners, LLC | -- | Jun 30, 26 | -16.75K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -868 | -- |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -7.49K | -- |
| Reyes Financial Architecture, Inc. | -- | Jun 30, 26 | -6.08K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -25.46K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -18.79K | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -1.85K | -- |
| Shore Point Advisors, LLC | -- | Jun 30, 26 | -7.17K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -21.09K | -- |
| Axis Wealth Partners, LLC | -- | Jun 30, 26 | -8.54K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -1 | -- |
| SHP Wealth Management | -- | Jun 30, 26 | -451 | -- |
| MARSHALL INVESTMENT MANAGEMENT, LLC | -- | Jun 30, 26 | -388 | -- |
| Evanson Asset Management, LLC | 798.85K | Mar 31, 26 | -736 | 0.21% |
| Efficient Advisors, LLC | 646.21K | Mar 31, 26 | -523.80K | 0.17% |
| North Ridge Wealth Advisors, Inc. | 268.03K | Mar 31, 26 | -13.54K | 0.07% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 126.58K | Mar 31, 26 | -5.62K | 0.03% |
| TCFG WEALTH MANAGEMENT, LLC | 26.88K | Mar 31, 26 | -940 | 0.01% |
| rebel Financial LLC | 18.49K | Mar 31, 26 | -886 | 0.00% |
| CWM, LLC | 13.77K | Mar 31, 26 | +3.83K | 0.00% |
| Skopos Labs, Inc. | 13.07K | Mar 31, 26 | -1.21K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 8.80K | Mar 31, 26 | -- | 0.00% |
| Claris Financial LLC | 7.62K | Mar 31, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 6.35K | Mar 31, 26 | -- | 0.00% |
| Cherry Tree Wealth Management, LLC | 1.39K | Mar 31, 26 | +608 | 0.00% |
| Anfield Capital Management, LLC | 277 | Mar 31, 26 | +277 | 0.00% |
| Grunden Financial Advisory, Inc. | 119.77K | Dec 31, 25 | +7.05K | 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% |
| COMERICA BANK | 548 | Dec 31, 25 | -23 | 0.00% |
| Wealthstream Advisors, Inc. | 3.24M | Sep 30, 25 | +40.34K | 0.87% |
| 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 | 0.34% |
| 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 | 0.14% |
| 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 | 0.93% |
| 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 | 0.08% |
| 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 | -- |