DFIC(DFIC)
DFIC
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Plancorp, LLC | 3.50M | Mar 31, 26 | +405.30K | 1.03% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2.61M | Mar 31, 26 | -240.73K | 0.77% |
| Annex Advisory Services, LLC | 2.46M | Mar 31, 26 | -53.57K | 0.73% |
| Elser Financial Planning, Inc | 2.17M | Mar 31, 26 | +2.17M | 0.64% |
| Helen Stephens Group, LLC | 1.40M | Mar 31, 26 | +16.70K | 0.41% |
| DiNuzzo Private Wealth, Inc. | 1.39M | Mar 31, 26 | -6.40K | 0.41% |
| Stordahl Capital Management, Inc. | 1.36M | Mar 31, 26 | -40.45K | 0.40% |
| Henrickson Nauta Wealth Advisors, Inc. | 1.34M | Mar 31, 26 | -1.16M | 0.40% |
| RS CRUM INC. | 1.16M | Mar 31, 26 | -17.23K | 0.34% |
| Ullmann Wealth Partners Group, LLC | 1.08M | Mar 31, 26 | -76.92K | 0.32% |
| True Wealth Design, LLC | 1.06M | Mar 31, 26 | +13.79K | 0.31% |
| Trust Co of the South | 1.01M | Mar 31, 26 | +2.15K | 0.30% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 806.00K | Mar 31, 26 | -28.19K | 0.24% |
| Evanson Asset Management, LLC | 798.85K | Mar 31, 26 | -736 | 0.24% |
| Quantum Financial Planning Services, Inc. | 795.84K | Mar 31, 26 | +23.31K | 0.23% |
| VESTIA PERSONAL WEALTH ADVISORS | 574.82K | Mar 31, 26 | +87.27K | 0.17% |
| Versant Capital Management, Inc | 564.42K | Mar 31, 26 | +34.71K | 0.17% |
| Wealthcare Advisory Partners LLC | 550.20K | Mar 31, 26 | -207.71K | 0.16% |
| Cypress Point Wealth Management, LLC | 549.92K | Mar 31, 26 | +48.04K | 0.16% |
| Wealth Advisors Northwest LLC | 540.37K | Mar 31, 26 | +21.38K | 0.16% |
| BCO Wealth Management LLC | 518.10K | Mar 31, 26 | +666 | 0.15% |
| Farther Finance Advisors, LLC | 507.71K | Mar 31, 26 | +121.05K | 0.15% |
| XY Planning Network, Inc. | 502.26K | Mar 31, 26 | +23.59K | 0.15% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 494.72K | Mar 31, 26 | -76.20K | 0.15% |
| LifeGuide Financial Advisors, LLC | 476.90K | Mar 31, 26 | +32.60K | 0.14% |
| Hiley Hunt Wealth Management | 455.93K | Mar 31, 26 | +7.08K | 0.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 413.27K | Mar 31, 26 | -6.41K | 0.12% |
| Ridgeline Wealth, LLC | 354.45K | Mar 31, 26 | +5.60K | 0.10% |
| Physician Wealth Solutions Inc. | 343.33K | Mar 31, 26 | -1.42K | 0.10% |
| Hutchens & Kramer Investment Management Group, LLC | 342.65K | Mar 31, 26 | -11 | 0.10% |
| FMB WEALTH MANAGEMENT | 279.59K | Mar 31, 26 | +18.81K | 0.08% |
| Merit Financial Group, LLC | 230.19K | Mar 31, 26 | +210.22K | 0.07% |
| Five Oceans Advisors | 228.65K | Mar 31, 26 | -7.59K | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 214.75K | Mar 31, 26 | +119.26K | 0.06% |
| 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% |
| Triad Wealth Partners, LLC | 164.30K | Mar 31, 26 | +9.23K | 0.05% |
| Austin Wealth Management, LLC | 163.41K | Mar 31, 26 | -101.22K | 0.05% |
| FIDUCIARY FINANCIAL GROUP, LLC | 151.70K | Mar 31, 26 | +21.40K | 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% |
| 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% |
| Moisand Fitzgerald Tamayo, LLC | 132.56K | Mar 31, 26 | -2.45K | 0.04% |
| AssuredPartners Investment Advisors, LLC | 122.02K | Mar 31, 26 | +1.74K | 0.04% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 121.43K | Mar 31, 26 | +5.11K | 0.04% |
| McGrath & Associates, Inc. | 83.65K | Mar 31, 26 | +41.42K | 0.02% |
| FIRETHORN WEALTH PARTNERS, LLC | 76.19K | Mar 31, 26 | -3.05K | 0.02% |
| SIGNATUREFD, LLC | 66.69K | Mar 31, 26 | +50.36K | 0.02% |
| SAX WEALTH ADVISORS, LLC | 62.31K | Mar 31, 26 | -- | 0.02% |
| Diversified Trust Co | 59.39K | Mar 31, 26 | -- | 0.02% |
| GEN Financial Management, INC. | 52.83K | Mar 31, 26 | -101 | 0.02% |
| Brookstone Capital Management | 52.71K | Mar 31, 26 | +18.87K | 0.02% |
| Pure Financial Advisors, LLC | 52.69K | Mar 31, 26 | +4.23K | 0.02% |
| SNS Financial Group, LLC | 47.67K | Mar 31, 26 | -436 | 0.01% |
| WEALTHSPAN PARTNERS, LLC | 40.64K | Mar 31, 26 | +262 | 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% |
| Clark Asset Management, LLC | 31.57K | Mar 31, 26 | +5.32K | 0.01% |
| Miracle Mile Advisors, LLC | 27.93K | Mar 31, 26 | +27.93K | 0.01% |
| Envision Financial LLC | 26.16K | Mar 31, 26 | +26.16K | 0.01% |
| Gradient Capital Advisors, LLC | 22.96K | Mar 31, 26 | -- | 0.01% |
| Westmount Partners, LLC | 16.75K | Mar 31, 26 | +16.75K | 0.00% |
| COLLECTIVE FAMILY OFFICE LLC | 15.72K | Mar 31, 26 | +15.72K | 0.00% |
| Pioneer Wealth Management Group | 14.62K | Mar 31, 26 | -- | 0.00% |
| Lakeridge Wealth Management LLC | 14.58K | Mar 31, 26 | +25 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 13.25K | Mar 31, 26 | +13.25K | 0.00% |
| Everhart Financial Group, Inc. | 12.25K | Mar 31, 26 | +12.25K | 0.00% |
| Noble Family Wealth, LLC | 11.74K | Mar 31, 26 | -182 | 0.00% |
| GREAT OAK CAPITAL PARTNERS, LLC | 11.13K | Mar 31, 26 | -302 | 0.00% |
| HMV Wealth Advisors, LLC | 10.89K | Mar 31, 26 | +405 | 0.00% |
| BOS Asset Management, LLC | 10.86K | Mar 31, 26 | +4 | 0.00% |
| Aurelius Family Office LLC | 10.07K | Mar 31, 26 | -351 | 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% |
| U.S. Capital Wealth Advisors, LLC | 8.80K | Mar 31, 26 | -- | 0.00% |
| Archer Investment Management, LLC | 8.65K | Mar 31, 26 | -6.46K | 0.00% |
| Shore Point Advisors, LLC | 7.17K | Mar 31, 26 | -55 | 0.00% |
| Quantum Financial Advisors, LLC | 6.78K | Mar 31, 26 | +6.78K | 0.00% |
| Acropolis Investment Management, LLC | 6.63K | Mar 31, 26 | -- | 0.00% |
| McClarren Financial Advisors, Inc. | 6.03K | Mar 31, 26 | +5.83K | 0.00% |
| CX Institutional | 4.34K | Mar 31, 26 | +8 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 4.12K | Mar 31, 26 | +4 | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 2.36K | Mar 31, 26 | +2.36K | 0.00% |
| Washington Trust Advisors, Inc. | 1.13K | Mar 31, 26 | +2 | 0.00% |
| TOWER TRUST & INVESTMENT Co | 618 | Mar 31, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 526 | Mar 31, 26 | +526 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 390 | Mar 31, 26 | -- | 0.00% |
| Bay Harbor Wealth Management, LLC | 46 | Mar 31, 26 | +46 | 0.00% |
| EXCHANGE TRADED CONCEPTS, LLC | -- | Mar 31, 26 | -72 | -- |
| AlphaStar Capital Management, LLC | -- | Mar 31, 26 | -9.79K | -- |
| PARK AVENUE SECURITIES LLC | -- | Mar 31, 26 | -2.61M | -- |
| MERCER GLOBAL ADVISORS INC /ADV | 37.00M | Dec 31, 25 | +2.10M | 10.91% |
| Forum Financial Management, LP | 16.54M | Dec 31, 25 | -13.52K | 4.88% |
| Evensky & Katz LLC | 6.20M | Dec 31, 25 | +47.96K | 1.83% |
| HighTower Advisors, LLC | 5.13M | Dec 31, 25 | +25.98K | 1.51% |
| ENVESTNET ASSET MANAGEMENT INC | 4.63M | Dec 31, 25 | -160.70K | 1.37% |
| Greenspring Advisors, LLC | 4.48M | Dec 31, 25 | +3.70M | 1.32% |
| JMG Financial Group, Ltd. | 4.43M | Dec 31, 25 | +142.16K | 1.31% |
| Apella Capital, LLC | 4.30M | Dec 31, 25 | +349.44K | 1.27% |
| Summit Financial Strategies, Inc. | 3.87M | Dec 31, 25 | +29.48K | 1.14% |
| AWM CAPITAL, LLC | 3.52M | Dec 31, 25 | -20.81K | 1.04% |
| Cannon Financial Strategists, Inc. | 3.45M | Dec 31, 25 | +42.55K | 1.02% |
| LPL Financial LLC | 3.44M | Dec 31, 25 | +380.00K | 1.01% |
| Sageworth Trust Co | 3.23M | Dec 31, 25 | +2.41M | 0.95% |
| Colony Group, LLC | 3.19M | Dec 31, 25 | +194.91K | 0.94% |
| MASECO LLP | 2.88M | Dec 31, 25 | +217.40K | 0.85% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 2.85M | Dec 31, 25 | +140.40K | 0.84% |
| Symmetry Partners, LLC | 2.72M | Dec 31, 25 | +1.44M | 0.80% |
| Pathstone Holdings, LLC | 2.70M | Dec 31, 25 | -180.44K | 0.80% |
| Beacon Pointe Advisors, LLC | 2.56M | Dec 31, 25 | +175.39K | 0.75% |
| Asset Dedication, LLC | 2.52M | Dec 31, 25 | +142.85K | 0.74% |
| WPWealth LLP | 2.52M | Dec 31, 25 | -13.66K | 0.74% |
| Annex Advisory Services, LLC | 2.52M | Dec 31, 25 | +17.64K | 0.74% |
| Kestra Investment Management, LLC | 2.51M | Dec 31, 25 | -43.09K | 0.74% |
| Aspen Capital Management, LLC | 2.27M | Dec 31, 25 | +60.51K | 0.67% |
| Rather & Kittrell, Inc. | 2.23M | Dec 31, 25 | +93.31K | 0.66% |
| Rockbridge Investment Management, LCC | 2.19M | Dec 31, 25 | +64.17K | 0.64% |
| Miramar Fiduciary Corp | 2.08M | Dec 31, 25 | -118.28K | 0.61% |
| Syverson Strege & Co | 2.07M | Dec 31, 25 | -12.61K | 0.61% |
| Truepoint, Inc. | 2.06M | Dec 31, 25 | -56.45K | 0.61% |
| Resources Investment Advisors, LLC. | 2.05M | Dec 31, 25 | +118.52K | 0.60% |
| Hill Investment Group Partners, LLC | 2.03M | Dec 31, 25 | -7.45K | 0.60% |
| BRIGHTON JONES LLC | 2.02M | Dec 31, 25 | +55.69K | 0.60% |
| Baird Financial Group, Inc. | 1.96M | Dec 31, 25 | +39.40K | 0.58% |
| SJS Investment Consulting Inc. | 1.89M | Dec 31, 25 | +74.59K | 0.56% |
| Leading Edge Financial Planning LLC | 1.85M | Dec 31, 25 | +122.68K | 0.55% |
| Moss Adams Wealth Advisors LLC | 1.79M | Dec 31, 25 | +1.78M | 0.53% |
| Rockwood Wealth Management, LLC | 1.74M | Dec 31, 25 | -98.61K | 0.51% |
| Kooman & Associates | 1.59M | Dec 31, 25 | +15.61K | 0.47% |
| Betterment LLC | 1.56M | Dec 31, 25 | +9.87K | 0.46% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.49M | Dec 31, 25 | +66.46K | 0.44% |
| Catalyst Capital Advisors LLC | 1.45M | Dec 31, 25 | -79.83K | 0.43% |
| Millburn Ridgefield Corp | 1.45M | Dec 31, 25 | -79.83K | 0.43% |
| DecisionPoint Financial, LLC | 1.39M | Dec 31, 25 | +136.87K | 0.41% |
| von Borstel & Associates, Inc. | 1.39M | Dec 31, 25 | +19.75K | 0.41% |
| Mariner, LLC | 1.30M | Dec 31, 25 | -11.36K | 0.38% |
| Savant Capital, LLC | 1.29M | Dec 31, 25 | +104.95K | 0.38% |
| Verisail Partners, LLC | 1.29M | Dec 31, 25 | -26.03K | 0.38% |
| Eaton-Cambridge Inc. | 1.26M | Dec 31, 25 | +37.34K | 0.37% |
| Vestmark Advisory Solutions, Inc. | 1.24M | Dec 31, 25 | +12.04K | 0.37% |
| BANK OF AMERICA CORP /DE/ | 1.22M | Dec 31, 25 | +11.65K | 0.36% |
| Your Advocates Ltd., LLP | 1.22M | Dec 31, 25 | -1.73K | 0.36% |
| Alpha Financial Advisors, LLC | 1.18M | Dec 31, 25 | +112.12K | 0.35% |
| Efficient Advisors, LLC | 1.17M | Dec 31, 25 | -230.16K | 0.34% |
| EnRich Financial Partners LLC | 1.11M | Dec 31, 25 | +43.09K | 0.33% |
| AdvisorNet Financial, Inc | 1.10M | Dec 31, 25 | +19.04K | 0.32% |
| BCU Wealth Advisors, LLC | 1.08M | Dec 31, 25 | +39.43K | 0.32% |
| HILL ISLAND FINANCIAL LLC | 1.08M | Dec 31, 25 | +68.83K | 0.32% |
| CAPSTONE CAPITAL LLC | 1.06M | Dec 31, 25 | -41.42K | 0.31% |
| One Degree Advisors Inc | 1.04M | Dec 31, 25 | +318.88K | 0.31% |
| ARK & TLK INVESTMENTS, LLC | 1.01M | Dec 31, 25 | +122.96K | 0.30% |
| American Trust | 1.00M | Dec 31, 25 | +1.00M | 0.30% |
| Straight Path Wealth Management | 994.00K | Dec 31, 25 | +44.40K | 0.29% |
| Buckingham Strategic Partners | 981.78K | Dec 31, 25 | +306.89K | 0.29% |
| Mattern Wealth Management LLC | 969.01K | Dec 31, 25 | +20.67K | 0.29% |
| United Wealth Management, LLC | 964.16K | Dec 31, 25 | +8.85K | 0.28% |
| Financial Engines Advisors L.L.C. | 962.56K | Dec 31, 25 | -76.35K | 0.28% |
| Tassel Capital Management, Inc. | 949.33K | Dec 31, 25 | +50.33K | 0.28% |
| SC&H Financial Advisors, Inc. | 940.57K | Dec 31, 25 | +28.52K | 0.28% |
| Eqis Capital Management, Inc. | 937.78K | Dec 31, 25 | -55.39K | 0.28% |
| ACORN CREEK CAPITAL LLC | 928.57K | Dec 31, 25 | +67.13K | 0.27% |
| BURNEY CO/ | 892.52K | Dec 31, 25 | +42.41K | 0.26% |
| Pine Harbor Wealth Management, LLC | 883.51K | Dec 31, 25 | +80.39K | 0.26% |
| Bridgewater Advisors Inc. | 881.04K | Dec 31, 25 | -53.41K | 0.26% |
| Pinnacle Financial Group, LLC / IL | 863.78K | Dec 31, 25 | +2.38K | 0.25% |
| Krilogy Financial LLC | 853.36K | Dec 31, 25 | +10.14K | 0.25% |
| SRS Capital Advisors, Inc. | 804.35K | Dec 31, 25 | +804.35K | 0.24% |
| Lutz Financial Services LLC | 791.29K | Dec 31, 25 | +35.95K | 0.23% |
| CI Private Wealth, LLC | 740.37K | Dec 31, 25 | +487.70K | 0.22% |
| HTG Investment Advisors, Inc. | 728.28K | Dec 31, 25 | +26.72K | 0.21% |
| Hurlow Wealth Management Group, Inc. | 710.09K | Dec 31, 25 | +108.62K | 0.21% |
| Great Waters Wealth Management | 694.77K | Dec 31, 25 | -165.26K | 0.20% |
| SwitchPoint Financial Planning, LLC | 675.96K | Dec 31, 25 | -2.02K | 0.20% |
| VeraBank, N.A. | 675.61K | Dec 31, 25 | +23.86K | 0.20% |
| EP Wealth Advisors, LLC | 673.66K | Dec 31, 25 | +673.66K | 0.20% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 664.69K | Dec 31, 25 | +37.51K | 0.20% |
| Blume Capital Management, Inc. | 661.08K | Dec 31, 25 | +3.70K | 0.19% |
| Sensible Money, LLC | 650.92K | Dec 31, 25 | +88.27K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 640.64K | Dec 31, 25 | +71.76K | 0.19% |
| Integrated Wealth Concepts LLC | 639.38K | Dec 31, 25 | -31.63K | 0.19% |
| NewEdge Advisors, LLC | 636.52K | Dec 31, 25 | -240.75K | 0.19% |
| Kestra Advisory Services, LLC | 634.27K | Dec 31, 25 | +35.63K | 0.19% |
| Vannoy Advisory Group, Inc. | 625.14K | Dec 31, 25 | -2.39K | 0.18% |
| New Dimensions Wealth Management, LLC | 623.40K | Dec 31, 25 | -16.35K | 0.18% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 618.80K | Dec 31, 25 | +9.61K | 0.18% |
| Foundations Investment Advisors, LLC | 613.18K | Dec 31, 25 | +395.99K | 0.18% |
| Burk Holdings LLC | 610.98K | Dec 31, 25 | +23.52K | 0.18% |
| JPMORGAN CHASE & CO | 607.33K | Dec 31, 25 | +12.26K | 0.18% |
| Private Wealth Management Group, LLC | 596.28K | Dec 31, 25 | -2.41K | 0.18% |
| AIRE ADVISORS, LLC | 586.82K | Dec 31, 25 | +11.40K | 0.17% |
| STUDIO INVESTMENT MANAGEMENT LLC | 584.64K | Dec 31, 25 | -210 | 0.17% |
| Chicago Partners Investment Group LLC | 582.50K | Dec 31, 25 | +29.48K | 0.17% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 579.04K | Dec 31, 25 | +16.61K | 0.17% |
| Hippocratic Financial Advisors, LLC | 564.38K | Dec 31, 25 | +25.10K | 0.17% |
| Passive Capital Management, LLC. | 560.47K | Dec 31, 25 | +14.30K | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 540.49K | Dec 31, 25 | +249.79K | 0.16% |
| Pillar Financial Advisors, LLC | 530.46K | Dec 31, 25 | +12.71K | 0.16% |
| Creative Planning | 522.08K | Dec 31, 25 | +5.00K | 0.15% |
| BCO Wealth Management LLC | 517.43K | Dec 31, 25 | +24.45K | 0.15% |
| Vestment Financial LLC | 510.31K | Dec 31, 25 | +5.90K | 0.15% |
| Brinker Capital Investments, LLC | 505.73K | Dec 31, 25 | -12.86K | 0.15% |
| Heritage Investment Group, Inc. | 503.80K | Dec 31, 25 | +31.17K | 0.15% |
| Mills Wealth Advisors LLC | 497.94K | Dec 31, 25 | +32.77K | 0.15% |
| Ruedi Wealth Management, Inc. | 482.49K | Dec 31, 25 | +73.77K | 0.14% |
| EverSource Wealth Advisors, LLC | 478.57K | Dec 31, 25 | +43.18K | 0.14% |
| Gemmer Asset Management LLC | 476.87K | Dec 31, 25 | +40.87K | 0.14% |
| QUARRY HILL ADVISORS, LLC | 476.79K | Dec 31, 25 | +51.82K | 0.14% |
| Applied Capital LLC | 463.25K | Dec 31, 25 | +4.82K | 0.14% |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 453.25K | Dec 31, 25 | +2.73K | 0.13% |
| LIBERTY WEALTH MANAGEMENT LLC | 448.11K | Dec 31, 25 | -23.41K | 0.13% |
| SCRATCH CAPITAL LLC | 441.98K | Dec 31, 25 | +18.81K | 0.13% |
| JFS WEALTH ADVISORS, LLC | 439.93K | Dec 31, 25 | +209.88K | 0.13% |
| Austin Asset Management Co Inc | 435.14K | Dec 31, 25 | +5 | 0.13% |
| Pacific Asset Management, LLC | 435.11K | Dec 31, 25 | +17.47K | 0.13% |
| Watchman Group, Inc. | 423.68K | Dec 31, 25 | +2.69K | 0.12% |
| CLIENT 1ST ADVISORY GROUP, LLC | 419.67K | Dec 31, 25 | -18.06K | 0.12% |
| Timonier Family Office, LTD. | 414.20K | Dec 31, 25 | +17.60K | 0.12% |
| Vantage Point Financial LLC | 413.00K | Dec 31, 25 | +6.12K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 410.06K | Dec 31, 25 | +80.63K | 0.12% |
| Fort Vancouver Investment Management, LLC | 408.25K | Dec 31, 25 | +4.29K | 0.12% |
| SageOak Financial, LLC | 394.75K | Dec 31, 25 | -15.38K | 0.12% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 388.54K | Dec 31, 25 | +169.11K | 0.11% |
| American Investment Services, Inc. | 387.32K | Dec 31, 25 | +33.19K | 0.11% |
| Tillman Hartley LLC | 377.83K | Dec 31, 25 | -10.91K | 0.11% |
| GeoWealth Management, LLC | 377.52K | Dec 31, 25 | +28.86K | 0.11% |
| Geneos Wealth Management Inc. | 361.46K | Dec 31, 25 | -14.28K | 0.11% |
| Financial Symmetry Inc | 359.71K | Dec 31, 25 | +48.12K | 0.11% |
| Hills Bank & Trust Co | 350.68K | Dec 31, 25 | +64.58K | 0.10% |
| Signature Resources Capital Management, LLC | 349.90K | Dec 31, 25 | +14.77K | 0.10% |
| Financial Harvest, LLC | 346.77K | Dec 31, 25 | +12.39K | 0.10% |
| Abel Hall, LLC | 344.81K | Dec 31, 25 | -491 | 0.10% |
| Fundamentum, LLC | 341.07K | Dec 31, 25 | +10.69K | 0.10% |
| B&D White Capital Company, LLC | 335.99K | Dec 31, 25 | +14.70K | 0.10% |
| Cravens & Co Advisors, LLC | 325.69K | Dec 31, 25 | +10.26K | 0.10% |
| CARDIFF PARK ADVISORS, LLC | 316.02K | Dec 31, 25 | +1.35K | 0.09% |
| FORVIS Wealth Advisors, LLC | 315.52K | Dec 31, 25 | -42.18K | 0.09% |
| American Capital Advisory, LLC | 312.06K | Dec 31, 25 | -2.03K | 0.09% |
| KFG WEALTH MANAGEMENT, LLC | 311.50K | Dec 31, 25 | +25.74K | 0.09% |
| RCS Financial Planning, LLC | 311.46K | Dec 31, 25 | -15.77K | 0.09% |
| Discipline Wealth Solutions, LLC | 306.24K | Dec 31, 25 | +275.99K | 0.09% |
| Savvy Advisors, Inc. | 297.27K | Dec 31, 25 | +6.07K | 0.09% |
| Sterling Wealth Advisors Inc | 296.73K | Dec 31, 25 | -29.42K | 0.09% |
| Plum Street Advisors, LLC | 288.05K | Dec 31, 25 | +38.23K | 0.08% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 287.36K | Dec 31, 25 | +5.86K | 0.08% |
| North Ridge Wealth Advisors, Inc. | 281.57K | Dec 31, 25 | +924 | 0.08% |
| Rehmann Capital Advisory Group | 268.15K | Dec 31, 25 | -9.84K | 0.08% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 245.97K | Dec 31, 25 | +1.56K | 0.07% |
| PENOBSCOT WEALTH MANAGEMENT | 236.79K | Dec 31, 25 | +4.61K | 0.07% |
| TFO-TDC, LLC | 234.16K | Dec 31, 25 | +154.78K | 0.07% |
| GRAND WEALTH MANAGEMENT, LLC | 232.91K | Dec 31, 25 | -2.02K | 0.07% |
| Cloud Capital Management, LLC | 228.75K | Dec 31, 25 | +42.87K | 0.07% |
| Prospect Financial Group LLC | 210.13K | Dec 31, 25 | -1.93K | 0.06% |
| Sageworth Trust Co of South Dakota | 207.26K | Dec 31, 25 | +76.64K | 0.06% |
| KEB ASSET MANAGEMENT, LLC | 197.98K | Dec 31, 25 | +13.52K | 0.06% |
| JDH Wealth Management, LLC | 192.63K | Dec 31, 25 | -1.33K | 0.06% |
| WorthPointe, LLC | 189.19K | Dec 31, 25 | +91.37K | 0.06% |
| Apollon Wealth Management, LLC | 181.93K | Dec 31, 25 | -4.40K | 0.05% |
| Tilson Financial Group, Inc. | 178.81K | Dec 31, 25 | -9.35K | 0.05% |
| Rialto Wealth Management, LLC | 172.03K | Dec 31, 25 | +7.42K | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 167.28K | Dec 31, 25 | +105.60K | 0.05% |
| Estate Counselors, LLC | 166.46K | Dec 31, 25 | +3.79K | 0.05% |
| VISTA CAPITAL PARTNERS, INC. | 164.27K | Dec 31, 25 | +2.18K | 0.05% |
| MONOGRAPH WEALTH ADVISORS, LLC | 159.51K | Dec 31, 25 | +4.79K | 0.05% |
| Sowell Financial Services LLC | 158.35K | Dec 31, 25 | +10.80K | 0.05% |
| Porter White Investment Advisors, Inc. | 157.71K | Dec 31, 25 | -6.02K | 0.05% |
| Coyle Financial Counsel LLC | 156.31K | Dec 31, 25 | -3.31K | 0.05% |
| Family Office Research LLC | 152.96K | Dec 31, 25 | +150 | 0.05% |
| Ariadne Wealth Management, LP | 149.89K | Dec 31, 25 | -5.64K | 0.04% |
| TRUIST FINANCIAL CORP | 148.21K | Dec 31, 25 | -4.59K | 0.04% |
| Longview Financial Advisors LLC | 147.37K | Dec 31, 25 | +3.87K | 0.04% |
| MML INVESTORS SERVICES, LLC | 146.67K | Dec 31, 25 | -8.71K | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 143.22K | Dec 31, 25 | +143.22K | 0.04% |
| Strategent Financial, LLC | 143.02K | Dec 31, 25 | +22.53K | 0.04% |
| SHUFRO ROSE & CO LLC | 142.48K | Dec 31, 25 | +123.41K | 0.04% |
| Sprinkle Financial Consultants LLC | 136.13K | Dec 31, 25 | +7.29K | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 135.68K | Dec 31, 25 | +48.16K | 0.04% |
| Smartleaf Asset Management LLC | 134.05K | Dec 31, 25 | +512 | 0.04% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 132.20K | Dec 31, 25 | -6.43K | 0.04% |
| RBF Capital, LLC | 130.00K | Dec 31, 25 | -- | 0.04% |
| Waterfront Wealth Inc. | 128.85K | Dec 31, 25 | +419 | 0.04% |
| Security Financial Services, INC. | 126.59K | Dec 31, 25 | +126.59K | 0.04% |
| Grunden Financial Advisory, Inc. | 119.77K | Dec 31, 25 | +7.05K | 0.04% |
| Warburton Capital Management, LLC | 117.77K | Dec 31, 25 | +586 | 0.03% |
| Private Advisor Group, LLC | 117.27K | Dec 31, 25 | +25.75K | 0.03% |
| Schubert & Co | 116.34K | Dec 31, 25 | +12.96K | 0.03% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 115.63K | Dec 31, 25 | +12.18K | 0.03% |
| TCI Wealth Advisors, Inc. | 113.45K | Dec 31, 25 | +45.40K | 0.03% |
| Foundation Wealth Management, LLC\PA | 113.44K | Dec 31, 25 | -6.14K | 0.03% |
| Essential Planning, LLC. | 108.91K | Dec 31, 25 | +29.96K | 0.03% |
| SageView Advisory Group, LLC | 108.13K | Dec 31, 25 | -5.48K | 0.03% |
| Avant Financial Advisors LLC | 107.60K | Dec 31, 25 | -512 | 0.03% |
| Vise Technologies, Inc. | 104.81K | Dec 31, 25 | +104.81K | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 102.58K | Dec 31, 25 | +73.32K | 0.03% |
| Two West Capital Advisors LLC | 99.49K | Dec 31, 25 | -994 | 0.03% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 96.31K | Dec 31, 25 | +75.89K | 0.03% |
| LEGACY FINANCIAL GROUP, INC. | 93.60K | Dec 31, 25 | +8.79K | 0.03% |
| Austin Private Wealth, LLC | 91.10K | Dec 31, 25 | +2.70K | 0.03% |
| AA Financial Advisors, LLC | 90.09K | Dec 31, 25 | +90.09K | 0.03% |
| Peirce Capital Management, LLC | 87.42K | Dec 31, 25 | +615 | 0.03% |
| ENTREWEALTH, LLC | 86.10K | Dec 31, 25 | -2.36K | 0.03% |
| OLD MISSION CAPITAL LLC | 85.72K | Dec 31, 25 | +85.72K | 0.03% |
| CFS Investment Advisory Services, LLC | 85.63K | Dec 31, 25 | +79 | 0.03% |
| Squire Investment Management Company, LLC | 85.28K | Dec 31, 25 | +39 | 0.03% |
| MORGAN STANLEY | 84.30K | Dec 31, 25 | -76.10K | 0.02% |
| Aegis Wealth Management LLC | 82.00K | Dec 31, 25 | -149 | 0.02% |
| NWAM LLC | 80.93K | Dec 31, 25 | -435 | 0.02% |
| Live Oak Private Wealth LLC | 79.94K | Dec 31, 25 | +22 | 0.02% |
| CITIGROUP INC | 79.84K | Dec 31, 25 | +21.83K | 0.02% |
| Simplicity Wealth,LLC | 78.48K | Dec 31, 25 | +1.86K | 0.02% |
| MAI Capital Management | 75.47K | Dec 31, 25 | -5.37K | 0.02% |
| Root Financial Partners, LLC | 73.22K | Dec 31, 25 | -24 | 0.02% |
| BIP Wealth, LLC | 72.84K | Dec 31, 25 | +13.04K | 0.02% |
| STIFEL FINANCIAL CORP | 72.33K | Dec 31, 25 | +14.55K | 0.02% |
| Gordian Advisors LLC | 70.43K | Dec 31, 25 | +336 | 0.02% |
| ROYAL BANK OF CANADA | 69.85K | Dec 31, 25 | +32.80K | 0.02% |
| Prime Capital Investment Advisors, LLC | 69.71K | Dec 31, 25 | +16.93K | 0.02% |
| Accurate Wealth Management, LLC | 68.83K | Dec 31, 25 | +4.57K | 0.02% |
| CAHILL FINANCIAL ADVISORS INC | 67.81K | Dec 31, 25 | +4.55K | 0.02% |
| Berger Financial Group, Inc | 65.95K | Dec 31, 25 | -2.60K | 0.02% |
| Financial Alternatives, Inc | 64.56K | Dec 31, 25 | -- | 0.02% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 64.45K | Dec 31, 25 | -3.63K | 0.02% |
| Envision Financial Planning, LLC | 59.46K | Dec 31, 25 | +144 | 0.02% |
| Caprock Group, LLC | 58.97K | Dec 31, 25 | +750 | 0.02% |
| Delap Wealth Advisory, LLC | 58.22K | Dec 31, 25 | -107 | 0.02% |
| Daner Wealth Management, LLC | 58.05K | Dec 31, 25 | -2.58K | 0.02% |
| Allworth Financial LP | 58.02K | Dec 31, 25 | -1.45K | 0.02% |
| CreativeOne Wealth, LLC | 56.32K | Dec 31, 25 | -6.71K | 0.02% |
| Drucker Wealth 3.0, LLC | 54.79K | Dec 31, 25 | +1.71K | 0.02% |
| Tyche Wealth Partners LLC | 51.63K | Dec 31, 25 | +26.61K | 0.02% |
| Parkshore Wealth Management, Inc. | 49.15K | Dec 31, 25 | +4.93K | 0.01% |
| MB Generational Wealth, LLC | 48.38K | Dec 31, 25 | +23.72K | 0.01% |
| FIRST MANHATTAN CO. LLC. | 46.68K | Dec 31, 25 | -- | 0.01% |
| USAdvisors Wealth Management, LLC | 44.45K | Dec 31, 25 | -2.46K | 0.01% |
| Bleakley Financial Group, LLC | 44.33K | Dec 31, 25 | +1.29K | 0.01% |
| Clear Creek Financial Management, LLC | 42.98K | Dec 31, 25 | +19.16K | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 41.30K | Dec 31, 25 | +41.30K | 0.01% |
| Investment Advisory Group, LLC | 41.15K | Dec 31, 25 | +9.08K | 0.01% |
| Altiora Financial Group, LLC | 41.09K | Dec 31, 25 | +2.62K | 0.01% |
| 25 LLC | 40.91K | Dec 31, 25 | +290 | 0.01% |
| Werba Rubin Papier Wealth Management | 40.41K | Dec 31, 25 | +33 | 0.01% |
| Ashton Thomas Private Wealth, LLC | 39.72K | Dec 31, 25 | +719 | 0.01% |
| Apollon Financial, LLC | 39.67K | Dec 31, 25 | -- | 0.01% |
| Quantinno Capital Management LP | 39.31K | Dec 31, 25 | +16.18K | 0.01% |
| SUTTON PLACE INVESTORS LLC | 38.90K | Dec 31, 25 | -- | 0.01% |
| Index Fund Advisors, Inc. | 38.76K | Dec 31, 25 | +38.76K | 0.01% |
| Astra Wealth Partners LLC | 38.26K | Dec 31, 25 | +286 | 0.01% |
| Glass Jacobson Investment Advisors llc | 38.26K | Dec 31, 25 | +1.23K | 0.01% |
| Wealthspire Advisors, LLC | 37.59K | Dec 31, 25 | +3.10K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 37.58K | Dec 31, 25 | +30.93K | 0.01% |
| Solutions 4 Wealth, Ltd | 35.87K | Dec 31, 25 | +1.13K | 0.01% |
| Strathmore Capital Advisors, Inc. | 35.31K | Dec 31, 25 | +11.20K | 0.01% |
| Quad-Cities Investment Group, LLC | 35.07K | Dec 31, 25 | +1.36K | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 34.63K | Dec 31, 25 | -5.74K | 0.01% |
| Geometric Wealth Advisors | 33.95K | Dec 31, 25 | -- | 0.01% |
| Brookstone Capital Management | 33.84K | Dec 31, 25 | +5.00K | 0.01% |
| HB Wealth Management, LLC | 33.63K | Dec 31, 25 | -837 | 0.01% |
| Kerntke Otto McGlone Wealth Management Group | 33.16K | Dec 31, 25 | -1.92K | 0.01% |
| Note Advisors, LLC | 32.39K | Dec 31, 25 | +32.39K | 0.01% |
| Landing Point Financial Group, LLC | 32.20K | Dec 31, 25 | -666 | 0.01% |
| Modera Wealth Management, LLC | 32.04K | Dec 31, 25 | -407 | 0.01% |
| EVOKE WEALTH, LLC | 31.77K | Dec 31, 25 | -1.79K | 0.01% |
| Visionary Wealth Advisors | 31.22K | Dec 31, 25 | +458 | 0.01% |
| Edge Financial Advisors LLC | 30.86K | Dec 31, 25 | -1.08K | 0.01% |
| OneAscent Family Office, LLC | 30.84K | Dec 31, 25 | +215 | 0.01% |
| Atlantic Union Bankshares Corp | 30.24K | Dec 31, 25 | +4.58K | 0.01% |
| TCFG WEALTH MANAGEMENT, LLC | 27.82K | Dec 31, 25 | -1.43K | 0.01% |
| Balance Wealth, LLC | 27.13K | Dec 31, 25 | -1.24K | 0.01% |
| TAGStone Capital, Inc. | 26.62K | Dec 31, 25 | +2.56K | 0.01% |
| Clark Asset Management, LLC | 26.25K | Dec 31, 25 | +95 | 0.01% |
| Oceanside Advisors LLC | 26.15K | Dec 31, 25 | +1.39K | 0.01% |
| HFG Wealth Management, LLC | 25.56K | Dec 31, 25 | -3.91K | 0.01% |
| Barry Investment Advisors, LLC | 25.37K | Dec 31, 25 | +99 | 0.01% |
| BESSEMER GROUP INC | 24.00K | Dec 31, 25 | -- | 0.01% |
| Hoxton Planning & Management, LLC | 23.77K | Dec 31, 25 | -2.68K | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 23.26K | Dec 31, 25 | +4.72K | 0.01% |
| Quadrature Capital Ltd | 23.07K | Dec 31, 25 | +23.07K | 0.01% |
| Quadcap Wealth Management, LLC | 23.04K | Dec 31, 25 | +1.23K | 0.01% |
| TRANSCEND CAPITAL ADVISORS, LLC | 22.87K | Dec 31, 25 | -58 | 0.01% |
| Allegiance Financial Group Advisory Services LLC | 22.81K | Dec 31, 25 | -- | 0.01% |
| Stirlingshire Investments, Inc. | 22.65K | Dec 31, 25 | +22.65K | 0.01% |
| BANK OF MONTREAL /CAN/ | 21.26K | Dec 31, 25 | +14.33K | 0.01% |
| C M BIDWELL & ASSOCIATES LTD | 21.17K | Dec 31, 25 | -- | 0.01% |
| Cetera Investment Advisers | 21.00K | Dec 31, 25 | -22.96K | 0.01% |
| Capstone Financial Advisors, Inc. | 20.75K | Dec 31, 25 | -- | 0.01% |
| Disciplined Equity Management, Inc. | 20.28K | Dec 31, 25 | +1.61K | 0.01% |
| Beacon Financial Advisory LLC | 20.20K | Dec 31, 25 | -515 | 0.01% |
| Merit Financial Group, LLC | 19.97K | Dec 31, 25 | +391 | 0.01% |
| Glassman Wealth Services | 19.97K | Dec 31, 25 | -- | 0.01% |
| Strategic Blueprint, LLC | 19.85K | Dec 31, 25 | -646 | 0.01% |
| Mustard Seed Financial, LLC | 19.64K | Dec 31, 25 | -208 | 0.01% |
| rebel Financial LLC | 19.37K | Dec 31, 25 | +19.37K | 0.01% |
| Opulen Financial Group LLC | 18.51K | Dec 31, 25 | +1.43K | 0.01% |
| SYM FINANCIAL Corp | 17.61K | Dec 31, 25 | -24 | 0.01% |
| Confluence Wealth Services, Inc. | 17.39K | Dec 31, 25 | +1.73K | 0.01% |
| CITIZENS & NORTHERN CORP | 17.33K | Dec 31, 25 | -- | 0.01% |
| NFP Retirement, Inc. | 17.21K | Dec 31, 25 | +120 | 0.01% |
| Arkadios Wealth Advisors | 17.19K | Dec 31, 25 | +17.19K | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 17.14K | Dec 31, 25 | -2.34K | 0.01% |
| MAGNOLIA CAPITAL ADVISORS LLC | 17.05K | Dec 31, 25 | +119 | 0.01% |
| Vermillion Wealth Management, Inc. | 16.92K | Dec 31, 25 | +59 | 0.00% |
| Capital Group Private Client Services, Inc. | 16.38K | Dec 31, 25 | +16.38K | 0.00% |
| BROWN ADVISORY INC | 16.36K | Dec 31, 25 | -- | 0.00% |
| 1900 WEALTH MANAGEMENT LLC | 16.30K | Dec 31, 25 | -- | 0.00% |
| Hartmann Taylor Wealth Management, LLC | 16.05K | Dec 31, 25 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 16.05K | Dec 31, 25 | +1.22K | 0.00% |
| Golden State Equity Partners | 16.04K | Dec 31, 25 | +16.04K | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 15.90K | Dec 31, 25 | -24.90K | 0.00% |
| Kaufman Rossin Wealth, LLC | 15.61K | Dec 31, 25 | +366 | 0.00% |
| Signal Advisors Wealth, LLC | 15.46K | Dec 31, 25 | +15.46K | 0.00% |
| Tranquility Partners, LLC | 15.37K | Dec 31, 25 | +112 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 15.17K | Dec 31, 25 | +12.79K | 0.00% |
| J.W. COLE ADVISORS, INC. | 15.17K | Dec 31, 25 | -1.29K | 0.00% |
| Atomi Financial Group, Inc. | 15.11K | Dec 31, 25 | -8.58K | 0.00% |
| Babb Wealth Advisors LLC | 14.93K | Dec 31, 25 | +14.93K | 0.00% |
| Acorn Wealth Advisors, LLC | 14.69K | Dec 31, 25 | -551 | 0.00% |
| Skopos Labs, Inc. | 14.28K | Dec 31, 25 | +3.11K | 0.00% |
| Lionshead Wealth Management, LLC | 13.80K | Dec 31, 25 | -384 | 0.00% |
| Westwood Wealth Management | 13.80K | Dec 31, 25 | +13.80K | 0.00% |
| Summit Wealth Group, LLC | 13.78K | Dec 31, 25 | -98 | 0.00% |
| JOHNSON INVESTMENT COUNSEL INC | 13.74K | Dec 31, 25 | -- | 0.00% |
| AE Wealth Management LLC | 13.68K | Dec 31, 25 | +1.88K | 0.00% |
| First Financial Group Corp | 13.59K | Dec 31, 25 | +1.01K | 0.00% |
| NORTHERN TRUST CORP | 13.44K | Dec 31, 25 | +459 | 0.00% |
| Fortis Capital Management LLC | 13.28K | Dec 31, 25 | +13.28K | 0.00% |
| Sequoia Financial Advisors, LLC | 13.25K | Dec 31, 25 | -- | 0.00% |
| VISIONARY HORIZONS, LLC | 12.96K | Dec 31, 25 | +850 | 0.00% |
| PCA Investment Advisory Services Inc. | 12.92K | Dec 31, 25 | +12.92K | 0.00% |
| Advyzon Investment Management, LLC | 12.78K | Dec 31, 25 | +3.85K | 0.00% |
| Envestnet Portfolio Solutions, Inc. | 12.54K | Dec 31, 25 | -61 | 0.00% |
| Wingate Wealth Advisors, Inc. | 12.30K | Dec 31, 25 | +86 | 0.00% |
| Core Wealth Management, Inc. | 12.29K | Dec 31, 25 | -- | 0.00% |
| Cerity Partners LLC | 12.22K | Dec 31, 25 | +193 | 0.00% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 12.10K | Dec 31, 25 | -1.83K | 0.00% |
| PRINCIPAL SECURITIES, INC. | 12.09K | Dec 31, 25 | +1.06K | 0.00% |
| Millstone Evans Group, LLC | 11.91K | Dec 31, 25 | +171 | 0.00% |
| Hurley Capital, LLC | 11.77K | Dec 31, 25 | +1.99K | 0.00% |
| MONEY CONCEPTS CAPITAL CORP | 11.72K | Dec 31, 25 | +11.72K | 0.00% |
| Selective Wealth Management, Inc. | 11.38K | Dec 31, 25 | +11.38K | 0.00% |
| Life Planning Partners, Inc | 10.96K | Dec 31, 25 | -414 | 0.00% |
| CVA Family Office, LLC | 10.87K | Dec 31, 25 | +10.87K | 0.00% |
| Canvas Wealth Advisors, LLC | 10.71K | Dec 31, 25 | +1.47K | 0.00% |
| O'Brien Wealth Partners LLC | 10.45K | Dec 31, 25 | +10.45K | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 10.39K | Dec 31, 25 | -- | 0.00% |
| CWM, LLC | 9.94K | Dec 31, 25 | +1.58K | 0.00% |
| BOYUM WEALTH ARCHITECTS LLC | 9.62K | Dec 31, 25 | +9.62K | 0.00% |
| LJI Wealth Management, LLC | 9.60K | Dec 31, 25 | +9.60K | 0.00% |
| FLC Capital Advisors | 9.55K | Dec 31, 25 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 9.39K | Dec 31, 25 | +1.34K | 0.00% |
| AMERIPRISE FINANCIAL INC | 9.18K | Dec 31, 25 | +9.18K | 0.00% |
| CALTON & ASSOCIATES, INC. | 9.13K | Dec 31, 25 | +9.13K | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 9.09K | Dec 31, 25 | +150 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.05K | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 9.05K | Dec 31, 25 | +9.05K | 0.00% |
| Facet Wealth, Inc. | 8.89K | Dec 31, 25 | +8.89K | 0.00% |
| DBK Financial Counsel, LLC | 8.89K | Dec 31, 25 | -- | 0.00% |
| Stratos Wealth Partners, LTD. | 8.86K | Dec 31, 25 | +1.88K | 0.00% |
| GTS SECURITIES LLC | 8.85K | Dec 31, 25 | -13.83K | 0.00% |
| Citrine Capital LLC | 8.74K | Dec 31, 25 | -159 | 0.00% |
| VANCE WEALTH, INC. | 8.71K | Dec 31, 25 | +752 | 0.00% |
| Investmark Advisory Group LLC | 8.69K | Dec 31, 25 | +41 | 0.00% |
| WELLS FARGO & COMPANY/MN | 8.64K | Dec 31, 25 | -3.88K | 0.00% |
| FMR LLC | 8.49K | Dec 31, 25 | +5.08K | 0.00% |
| Axis Wealth Partners, LLC | 8.38K | Dec 31, 25 | +8.38K | 0.00% |
| Tumwater Wealth Management, LLC | 8.30K | Dec 31, 25 | -1.05K | 0.00% |
| VestGen Advisors, LLC | 8.13K | Dec 31, 25 | +8.13K | 0.00% |
| Ameritas Advisory Services, LLC | 8.10K | Dec 31, 25 | +7.89K | 0.00% |
| HANCOCK WHITNEY CORP | 7.95K | Dec 31, 25 | -330 | 0.00% |
| B. Riley Wealth Advisors, Inc. | 7.92K | Dec 31, 25 | -126 | 0.00% |
| Aspire Private Capital, LLC | 7.86K | Dec 31, 25 | -1.64K | 0.00% |
| Fortis Capital Advisors, LLC | 7.81K | Dec 31, 25 | +7.81K | 0.00% |
| Belpointe Asset Management LLC | 7.81K | Dec 31, 25 | +7.81K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.64K | Dec 31, 25 | +4.87K | 0.00% |
| Qube Research & Technologies Ltd | 7.63K | Dec 31, 25 | +7.50K | 0.00% |
| Claris Financial LLC | 7.62K | Dec 31, 25 | +7.62K | 0.00% |
| VICTORY FINANCIAL GROUP, LLC | 7.16K | Dec 31, 25 | +7.16K | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 7.07K | Dec 31, 25 | -- | 0.00% |
| Capital Asset Advisory Services LLC | 7.01K | Dec 31, 25 | +7.01K | 0.00% |
| Rockefeller Capital Management L.P. | 6.89K | Dec 31, 25 | +227 | 0.00% |
| Long Island Wealth Management, Inc. | 6.73K | Dec 31, 25 | -- | 0.00% |
| Level Wealth Management LLC | 6.72K | Dec 31, 25 | -100 | 0.00% |
| PRIVATE TRUST CO NA | 6.69K | Dec 31, 25 | +6.69K | 0.00% |
| DOPKINS WEALTH MANAGEMENT, LLC | 6.63K | Dec 31, 25 | -66 | 0.00% |
| Parkside Financial Bank & Trust | 6.35K | Dec 31, 25 | -- | 0.00% |
| MGO ONE SEVEN LLC | 6.33K | Dec 31, 25 | +6.33K | 0.00% |
| HRT FINANCIAL LP | 6.31K | Dec 31, 25 | +6.31K | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 6.25K | Dec 31, 25 | +1.29K | 0.00% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 6.20K | Dec 31, 25 | -- | 0.00% |
| Concord Wealth Partners | 6.19K | Dec 31, 25 | +28 | 0.00% |
| Net Worth Advisory Group | 6.14K | Dec 31, 25 | +6.14K | 0.00% |
| Pinnacle Bancorp, Inc. | 6.12K | Dec 31, 25 | -- | 0.00% |
| Empire Financial Management Company, LLC | 6.10K | Dec 31, 25 | +6.10K | 0.00% |
| Reyes Financial Architecture, Inc. | 6.08K | Dec 31, 25 | -- | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 5.96K | Dec 31, 25 | +5.96K | 0.00% |
| Integras Partners LLC | 5.88K | Dec 31, 25 | +5.88K | 0.00% |
| Hilltop Holdings Inc. | 5.85K | Dec 31, 25 | +5.85K | 0.00% |
| ASSETMARK, INC | 5.85K | Dec 31, 25 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 5.67K | Dec 31, 25 | +5.67K | 0.00% |
| CNB Bank | 5.65K | Dec 31, 25 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 4.72K | Dec 31, 25 | +761 | 0.00% |
| Nalls Sherbakoff Group, LLC | 4.48K | Dec 31, 25 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 4.34K | Dec 31, 25 | +22 | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 3.80K | Dec 31, 25 | -6 | 0.00% |
| OPTIMA CAPITAL LLC | 3.10K | Dec 31, 25 | +3.10K | 0.00% |
| Topsail Wealth Management, LLC | 2.81K | Dec 31, 25 | +1.66K | 0.00% |
| Global Trust Asset Management, LLC | 2.50K | Dec 31, 25 | -- | 0.00% |
| UBS Group AG | 2.45K | Dec 31, 25 | -448 | 0.00% |
| FIFTH THIRD BANCORP | 1.91K | Dec 31, 25 | +1.91K | 0.00% |
| Colonial Trust Co / SC | 1.50K | Dec 31, 25 | -- | 0.00% |
| Keystone Financial Group, Inc. | 1.23K | Dec 31, 25 | +9 | 0.00% |
| Parallel Advisors, LLC | 1.10K | Dec 31, 25 | +8 | 0.00% |
| Team Financial Group, LLC | 868 | Dec 31, 25 | -- | 0.00% |
| Cherry Tree Wealth Management, LLC | 781 | Dec 31, 25 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 778 | Dec 31, 25 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 760 | Dec 31, 25 | +760 | 0.00% |
| Triumph Capital Management | 725 | Dec 31, 25 | +725 | 0.00% |
| HFM Investment Advisors, LLC | 679 | Dec 31, 25 | -26 | 0.00% |
| WINNOW WEALTH LLC | 631 | Dec 31, 25 | +631 | 0.00% |
| Measured Wealth Private Client Group, LLC | 608 | Dec 31, 25 | +608 | 0.00% |
| Coston, McIsaac & Partners | 588 | Dec 31, 25 | +588 | 0.00% |
| Vermillion & White Wealth Management Group, LLC | 571 | Dec 31, 25 | +63 | 0.00% |
| COMERICA BANK | 548 | Dec 31, 25 | -23 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 544 | Dec 31, 25 | +544 | 0.00% |
| Larson Financial Group LLC | 470 | Dec 31, 25 | -- | 0.00% |
| ALBION FINANCIAL GROUP /UT | 470 | Dec 31, 25 | -- | 0.00% |
| Capital Analysts, LLC | 456 | Dec 31, 25 | +4 | 0.00% |
| Quent Capital, LLC | 446 | Dec 31, 25 | +446 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 373 | Dec 31, 25 | +373 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 320 | Dec 31, 25 | +320 | 0.00% |
| Global Retirement Partners, LLC | 272 | Dec 31, 25 | -641 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 262 | Dec 31, 25 | +262 | 0.00% |
| WealthCollab, LLC | 262 | Dec 31, 25 | -- | 0.00% |
| Rossby Financial, LCC | 222 | Dec 31, 25 | +69 | 0.00% |
| McClarren Financial Advisors, Inc. | 207 | Dec 31, 25 | -6.09K | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 206 | Dec 31, 25 | +206 | 0.00% |
| FAS Wealth Partners, Inc. | 164 | Dec 31, 25 | +164 | 0.00% |
| LRI Investments, LLC | 160 | Dec 31, 25 | -- | 0.00% |
| Integrity Financial Corp /WA | 153 | Dec 31, 25 | -3 | 0.00% |
| Prudent Man Investment Management, Inc. | 54 | Dec 31, 25 | +54 | 0.00% |
| My Personal CFO, LLC | -- | Dec 31, 25 | -119.58K | -- |
| CITADEL ADVISORS LLC | -- | Dec 31, 25 | -818.56K | -- |
| HUNTINGTON NATIONAL BANK | -- | Dec 31, 25 | -819 | -- |
| Elwood & Goetz Wealth Advisory Group, LLC | -- | Dec 31, 25 | -7.20K | -- |
| Family Management Corp | -- | Dec 31, 25 | -2 | -- |
| IFG Advisory, LLC | -- | Dec 31, 25 | -7.98K | -- |
| Cresset Asset Management, LLC | -- | Dec 31, 25 | -140.62K | -- |
| Tandem Financial, LLC | -- | Dec 31, 25 | -70.46K | -- |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | -- | Dec 31, 25 | -8.30K | -- |
| JANE STREET GROUP, LLC | -- | Dec 31, 25 | -1.20M | -- |
| Mach-1 Financial Group, LLC | -- | Dec 31, 25 | -696.75K | -- |
| TABLEAUX LLC | -- | Dec 31, 25 | -10.65K | -- |
| RW Investment Management LLC | 4.34M | Sep 30, 25 | -362.33K | 1.28% |
| Wealthstream Advisors, Inc. | 3.24M | Sep 30, 25 | +40.34K | 0.96% |
| Copperleaf Capital, LLC | 103.09K | Sep 30, 25 | +3.39K | 0.03% |
| Willow Creek Wealth Management Inc. | 87.19K | Sep 30, 25 | +699 | 0.03% |
| 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% |
| Strategic Wealth Partners, Ltd. | 4.39K | Sep 30, 25 | +4.39K | 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 | 0.39% |
| Waypoint Wealth Partners Inc. | 388.62K | Jun 30, 25 | -24.86K | 0.11% |
| Parkworth Wealth Management, Inc. | 224.26K | Jun 30, 25 | +7.46K | 0.07% |
| 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 | 0.19% |
| Orion Portfolio Solutions, LLC | 265.69K | Mar 31, 25 | +39.71K | 0.08% |
| Michael A. Dubis Financial Planning, LLC | 128.93K | Mar 31, 25 | +6.43K | 0.04% |
| Cahill Wealth Management, LLC | 84.58K | Mar 31, 25 | +763 | 0.02% |
| CRITERION CAPITAL ADVISORS, LLC | 721.26K | Dec 31, 24 | -- | 0.21% |
| 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 | 0.22% |
| Waypoint Capital Advisors, LLC | 539.27K | Sep 30, 24 | +12.68K | 0.16% |
| 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 | 0.02% |
| 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 | 0.37% |
| Arden Trust Co | 1.12M | Jun 30, 24 | -182.74K | 0.33% |
| 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 | 0.15% |
| Grey Street Capital, LLC | 18.58K | Mar 31, 24 | +870 | 0.01% |
| ML & R WEALTH MANAGEMENT LLC | -- | Mar 31, 24 | -31.33K | -- |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -9.30K | -- |
| Bridgeworth, LLC | 2.21M | Dec 31, 23 | +66.41K | 0.65% |
| First Ascent Asset Management, LLC | 653.24K | Dec 31, 23 | +42.62K | 0.19% |
| WEALTHSOURCE PARTNERS, LLC | 118.64K | Dec 31, 23 | -6.34K | 0.03% |
| Resource Planning Group | 88.52K | Dec 31, 23 | +88.52K | 0.03% |
| PATHSTONE FAMILY OFFICE, LLC | 3.46M | Sep 30, 23 | -765.70K | 1.02% |
| 3D/L Capital Management, LLC | 896.46K | Sep 30, 23 | -32.18K | 0.26% |
| Steward Financial Group LLC | 698.86K | Sep 30, 23 | +44.59K | 0.21% |
| TRIAD FINANCIAL ADVISORS, INC. | 332.71K | Sep 30, 23 | +115.25K | 0.10% |
| ADVISOR PARTNERS II, LLC | 196.34K | Sep 30, 23 | -18.96K | 0.06% |
| Relaxing Retirement Coach | 2.21M | Jun 30, 23 | +146.54K | 0.65% |
| 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 | 0.02% |
| WIPFLI FINANCIAL ADVISORS LLC, | -- | Sep 30, 22 | -17.11K | -- |