Dimensional - International Value ETF(DFIV)

$57.63—

Ask SA Chart

Dimensional - International Value ETF(DFIV)

NYSE

$57.63—

Ask SA Chart Studio

DFIV(DFIV)

DFIV

Institutional Ownership

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

33.55M

Jun 30, 26

+2.37M

9.66%

MERCER GLOBAL ADVISORS INC /ADV

23.96M

Jun 30, 26

+1.69M

6.90%

PNC FINANCIAL SERVICES GROUP, INC.

17.20M

Jun 30, 26

+746.06K

4.96%

Colony Group, LLC

17.20M

Jun 30, 26

+3.66M

4.95%

Savant Capital, LLC

10.55M

Jun 30, 26

+1.79M

3.04%

EP Wealth Advisors, LLC

9.20M

Jun 30, 26

+1.97M

2.65%

NORTHERN TRUST CORP

7.24M

Jun 30, 26

+18.91K

2.09%

Buckingham Strategic Partners

5.93M

Jun 30, 26

-124.83K

1.71%

ENVESTNET ASSET MANAGEMENT INC

5.08M

Jun 30, 26

+896.82K

1.46%

Farther Finance Advisors, LLC

4.71M

Jun 30, 26

+692.85K

1.36%

RAYMOND JAMES FINANCIAL INC

4.68M

Jun 30, 26

-64.88K

1.35%

BANK OF AMERICA CORP /DE/

3.83M

Jun 30, 26

+436.58K

1.10%

Plancorp, LLC

3.77M

Jun 30, 26

+101.12K

1.08%

Cerity Partners LLC

3.63M

Jun 30, 26

+419.25K

1.05%

Index Fund Advisors, Inc.

3.59M

Jun 30, 26

+39.59K

1.03%

CI Private Wealth, LLC

3.52M

Jun 30, 26

-1.93M

1.01%

JONES FINANCIAL COMPANIES LLLP

3.48M

Jun 30, 26

+832.29K

1.00%

HighTower Advisors, LLC

3.39M

Jun 30, 26

+23.43K

0.98%

Creative Planning

3.38M

Jun 30, 26

-33.82K

0.97%

Foster Group, Inc.

2.94M

Jun 30, 26

+6.72K

0.85%

LPL Financial LLC

2.75M

Jun 30, 26

+414.98K

0.79%

Kestra Investment Management, LLC

2.58M

Jun 30, 26

-1.45M

0.74%

UBS Group AG

2.45M

Jun 30, 26

+328.06K

0.71%

Modera Wealth Management, LLC

2.31M

Jun 30, 26

+72.07K

0.66%

Confluence Wealth Services, Inc.

2.07M

Jun 30, 26

+292.65K

0.60%

MACQUARIE MANAGEMENT HOLDINGS, INC.

2.00M

Jun 30, 26

+2.00M

0.58%

Beacon Pointe Advisors, LLC

1.97M

Jun 30, 26

+561.81K

0.57%

Apella Capital, LLC

1.94M

Jun 30, 26

+47.88K

0.56%

Cetera Investment Advisers

1.92M

Jun 30, 26

+53.13K

0.55%

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

1.84M

Jun 30, 26

+50.40K

0.53%

TCI Wealth Advisors, Inc.

1.79M

Jun 30, 26

+175.03K

0.51%

Team Hewins, LLC

1.75M

Jun 30, 26

-15.61K

0.50%

JACKSON THORNTON ASSET MANAGEMENT, LLC

1.61M

Jun 30, 26

+8.19K

0.46%

ROYAL BANK OF CANADA

1.54M

Jun 30, 26

+80.37K

0.44%

CHOREO, LLC

1.48M

Jun 30, 26

+4.73K

0.43%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.45M

Jun 30, 26

+254.21K

0.42%

Evanson Financial, LLC

1.43M

Jun 30, 26

+1.43M

0.41%

Wealth Management Nebraska

1.42M

Jun 30, 26

+88.33K

0.41%

JANE STREET GROUP, LLC

1.31M

Jun 30, 26

-839.83K

0.38%

Falcon Wealth Planning

1.29M

Jun 30, 26

+31.97K

0.37%

WELLS FARGO & COMPANY/MN

1.25M

Jun 30, 26

+237.26K

0.36%

DIXON FNANCIAL SERVICES, INC.

1.23M

Jun 30, 26

-9.28K

0.36%

Sequoia Financial Advisors, LLC

1.22M

Jun 30, 26

-27.28K

0.35%

Vise Technologies, Inc.

1.18M

Jun 30, 26

+450.19K

0.34%

Root Financial Partners, LLC

1.18M

Jun 30, 26

+307.24K

0.34%

CAPITAL PERFORMANCE ADVISORS LLP

1.16M

Jun 30, 26

+152.73K

0.34%

Beaird Harris Wealth Management, LLC

1.14M

Jun 30, 26

-4.62K

0.33%

True Link Financial Advisors, LLC

1.11M

Jun 30, 26

-14.35K

0.32%

Petersen Hastings Wealth Advisors Inc.

1.10M

Jun 30, 26

-18.06K

0.32%

Smartleaf Asset Management LLC

1.08M

Jun 30, 26

0.31%

WASHINGTON TRUST BANK

1.06M

Jun 30, 26

-19.37K

0.30%

MASECO LLP

1.00M

Jun 30, 26

-13.99K

0.29%

KEB ASSET MANAGEMENT, LLC

950.34K

Jun 30, 26

+63.58K

0.27%

SAX WEALTH ADVISORS, LLC

943.74K

Jun 30, 26

+47.50K

0.27%

Waverly Advisors, LLC

940.95K

Jun 30, 26

+741.15K

0.27%

Mariner, LLC

873.53K

Jun 30, 26

+21.39K

0.25%

Verus Financial Partners, Inc.

861.00K

Jun 30, 26

+14.26K

0.25%

Equitable Holdings, Inc.

858.80K

Jun 30, 26

+102.67K

0.25%

Parkwoods Wealth Partners, LLC

839.21K

Jun 30, 26

+70.76K

0.24%

ECLECTIC ASSOCIATES INC /ADV

827.73K

Jun 30, 26

+36.41K

0.24%

Strategic Financial Services, Inc,

820.04K

Jun 30, 26

-13.46K

0.24%

LANDAAS & CO /WI /ADV

756.14K

Jun 30, 26

+124.03K

0.22%

Pallas Capital Advisors LLC

730.19K

Jun 30, 26

+40.34K

0.21%

Wealth Architects, LLC

707.13K

Jun 30, 26

-18.79K

0.20%

McGlone Suttner Wealth Management, Inc.

703.46K

Jun 30, 26

-553

0.20%

Premier Financial Group

701.43K

Jun 30, 26

-3.73K

0.20%

FIDUCIARY FINANCIAL GROUP, LLC

681.79K

Jun 30, 26

+74.52K

0.20%

FORVIS Wealth Advisors, LLC

674.82K

Jun 30, 26

-9.39K

0.19%

Hudock, Inc.

673.58K

Jun 30, 26

+10.20K

0.19%

Planning Center, Inc.

673.13K

Jun 30, 26

-753

0.19%

Trinity Financial Advisors LLC

668.40K

Jun 30, 26

+6.23K

0.19%

TRUIST FINANCIAL CORP

668.30K

Jun 30, 26

+5.00K

0.19%

Quent Capital, LLC

659.00K

Jun 30, 26

+62.94K

0.19%

Baird Financial Group, Inc.

616.50K

Jun 30, 26

+52.05K

0.18%

TOBIAS FINANCIAL ADVISORS, INC.

610.70K

Jun 30, 26

+14.68K

0.18%

Three Arch Wealth Management LLC

602.82K

Jun 30, 26

+17.40K

0.17%

B&D White Capital Company, LLC

587.10K

Jun 30, 26

+260.40K

0.17%

Hill Investment Group Partners, LLC

579.20K

Jun 30, 26

-14.56K

0.17%

JPMORGAN CHASE & CO

574.46K

Jun 30, 26

-11.21K

0.17%

Kestra Advisory Services, LLC

570.48K

Jun 30, 26

+84.03K

0.16%

Schoolcraft Capital LLC

566.02K

Jun 30, 26

-7.19K

0.16%

PEAPACK GLADSTONE FINANCIAL CORP

531.03K

Jun 30, 26

-21.18K

0.15%

MML INVESTORS SERVICES, LLC

513.67K

Jun 30, 26

+105.18K

0.15%

Acropolis Investment Management, LLC

509.90K

Jun 30, 26

+1.31K

0.15%

Allworth Financial LP

507.22K

Jun 30, 26

-11.21K

0.15%

CLUNE & ASSOCIATES, LTD.

500.18K

Jun 30, 26

+58.32K

0.14%

AQR CAPITAL MANAGEMENT LLC

456.69K

Jun 30, 26

+53.96K

0.13%

ADVISOR GROUP HOLDINGS, INC.

451.84K

Jun 30, 26

+110.42K

0.13%

First Command Advisory Services, Inc.

449.92K

Jun 30, 26

-33.28K

0.13%

BAYSHORE ASSET MANAGEMENT, LLC

439.28K

Jun 30, 26

+19

0.13%

M Holdings Securities, Inc.

438.48K

Jun 30, 26

-157.40K

0.13%

COWA, LLC

432.02K

Jun 30, 26

-11.66K

0.12%

Rockefeller Capital Management L.P.

429.83K

Jun 30, 26

-102.69K

0.12%

PINNEY & SCOFIELD, INC.

424.30K

Jun 30, 26

-534

0.12%

Wescott Financial Advisory Group, LLC

418.59K

Jun 30, 26

+15.07K

0.12%

MASON STREET ADVISORS, LLC

414.29K

Jun 30, 26

+10.97K

0.12%

Disciplined Equity Management, Inc.

413.23K

Jun 30, 26

+13.41K

0.12%

Squire Investment Management Company, LLC

412.59K

Jun 30, 26

+15.40K

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

401.96K

Jun 30, 26

+14.94K

0.12%

FISCHER INVESTMENT STRATEGIES, LLC

399.19K

Jun 30, 26

+41.42K

0.12%

VESTIA PERSONAL WEALTH ADVISORS

398.81K

Jun 30, 26

+24.02K

0.11%

Capital Analysts, LLC

396.57K

Jun 30, 26

+31.71K

0.11%

LRI Investments, LLC

384.83K

Jun 30, 26

-1.40K

0.11%

Navigoe, LLC

382.37K

Jun 30, 26

-2.19K

0.11%

DOPKINS WEALTH MANAGEMENT, LLC

382.23K

Jun 30, 26

-4.99K

0.11%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

377.36K

Jun 30, 26

+4.08K

0.11%

Prism Advisors, Inc.

374.01K

Jun 30, 26

-43.35K

0.11%

Forum Financial Management, LP

372.56K

Jun 30, 26

-4.18K

0.11%

ShankerValleau Wealth Advisors, Inc.

364.53K

Jun 30, 26

+90

0.11%

VeraBank, N.A.

363.85K

Jun 30, 26

+19.15K

0.10%

CFS Investment Advisory Services, LLC

360.81K

Jun 30, 26

-6.54K

0.10%

MONETA GROUP INVESTMENT ADVISORS LLC

360.20K

Jun 30, 26

-4.68K

0.10%

CLARIS ADVISORS, LLC / MO /

356.87K

Jun 30, 26

-1.38K

0.10%

McLean Asset Management Corp

353.17K

Jun 30, 26

-5.12K

0.10%

Cambridge Investment Research Advisors, Inc.

346.55K

Jun 30, 26

+12.67K

0.10%

Meritas Wealth Management, LLC

345.88K

Jun 30, 26

+8.25K

0.10%

Shearwater Capital LLC

342.48K

Jun 30, 26

0.10%

Disciplined Investments, LLC

341.67K

Jun 30, 26

+19.26K

0.10%

Rather & Kittrell, Inc.

332.78K

Jun 30, 26

+798

0.10%

CAPTRUST FINANCIAL ADVISORS

332.15K

Jun 30, 26

+813

0.10%

Merit Financial Group, LLC

331.10K

Jun 30, 26

+41.83K

0.10%

Penserra Capital Management LLC

330.18K

Jun 30, 26

-7.37K

0.10%

Apeiron RIA LLC

327.90K

Jun 30, 26

-2.27K

0.09%

ALLEN WEALTH MANAGEMENT, LLC

324.39K

Jun 30, 26

+32.40K

0.09%

BlueSky Wealth Advisors, LLC

323.30K

Jun 30, 26

+25.84K

0.09%

EnRich Financial Partners LLC

313.11K

Jun 30, 26

-4.93K

0.09%

Sterling Financial Planning, Inc.

310.30K

Jun 30, 26

+2.17K

0.09%

Embree Financial Group

307.63K

Jun 30, 26

-74.78K

0.09%

Fonville Wealth Management LLC

303.32K

Jun 30, 26

+14.55K

0.09%

Integrated Wealth Concepts LLC

302.19K

Jun 30, 26

+11.47K

0.09%

GREAT OAK CAPITAL PARTNERS, LLC

297.89K

Jun 30, 26

+10.77K

0.09%

Peirce Capital Management, LLC

296.41K

Jun 30, 26

-24.93K

0.09%

STIFEL FINANCIAL CORP

295.76K

Jun 30, 26

+6.43K

0.09%

JDH Wealth Management, LLC

287.82K

Jun 30, 26

-4.25K

0.08%

NATIXIS ADVISORS, L.P.

284.59K

Jun 30, 26

+81.89K

0.08%

Ruedi Wealth Management, Inc.

280.26K

Jun 30, 26

-7.16K

0.08%

Private Advisor Group, LLC

274.68K

Jun 30, 26

+170.08K

0.08%

Mraz, Amerine & Associates, Inc.

274.26K

Jun 30, 26

+4.39K

0.08%

Aurdan Capital Management, LLC

274.11K

Jun 30, 26

+40.48K

0.08%

Pathstone Holdings, LLC

265.88K

Jun 30, 26

-31.31K

0.08%

Savvy Advisors, Inc.

265.86K

Jun 30, 26

+22.15K

0.08%

KM Capital Management Ltd.

263.05K

Jun 30, 26

+126

0.08%

Capstone Wealth Management, LLC

261.83K

Jun 30, 26

-2.75K

0.08%

Lauterbach Financial Advisors, LLC

259.53K

Jun 30, 26

-1.73K

0.07%

Guardian Wealth Management, LLC

256.33K

Jun 30, 26

-1.26K

0.07%

ELEVATE WEALTH ADVISORY, INC

254.74K

Jun 30, 26

+11.18K

0.07%

Robinswood Financial LLC

254.70K

Jun 30, 26

+5.21K

0.07%

Visionary Wealth Advisors

253.95K

Jun 30, 26

+2.39K

0.07%

Werba Rubin Papier Wealth Management

249.13K

Jun 30, 26

+9.14K

0.07%

Quantinno Capital Management LP

248.72K

Jun 30, 26

+51.19K

0.07%

MAI Capital Management

247.90K

Jun 30, 26

+194.53K

0.07%

AXXCESS WEALTH MANAGEMENT, LLC

247.43K

Jun 30, 26

+247.43K

0.07%

MONOGRAPH WEALTH ADVISORS, LLC

241.23K

Jun 30, 26

0.07%

Destiny Wealth Partners, LLC

239.94K

Jun 30, 26

-6.40K

0.07%

Trademark Financial Management, LLC

237.07K

Jun 30, 26

+39.00K

0.07%

DiNuzzo Private Wealth, Inc.

234.69K

Jun 30, 26

-2.89K

0.07%

SeedSafe Financial LLC

231.86K

Jun 30, 26

+5.87K

0.07%

CARDIFF PARK ADVISORS, LLC

231.48K

Jun 30, 26

-5.17K

0.07%

MARYLAND CAPITAL ADVISORS INC.

226.51K

Jun 30, 26

+226.51K

0.07%

ABLE Financial Group, LLC

220.20K

Jun 30, 26

+24.60K

0.06%

MORGAN STANLEY

216.88K

Jun 30, 26

-8.60K

0.06%

NORTHWEST WEALTH MANAGEMENT, LLC

216.49K

Jun 30, 26

+2.25K

0.06%

Mattern Wealth Management LLC

216.22K

Jun 30, 26

+73.29K

0.06%

Tillman Hartley LLC

215.05K

Jun 30, 26

-3.45K

0.06%

Financial Futures Ltd Liability Co.

210.60K

Jun 30, 26

+4.58K

0.06%

Summit Financial, LLC

210.26K

Jun 30, 26

+18.81K

0.06%

MISSION WEALTH MANAGEMENT, LP

208.77K

Jun 30, 26

+3.58K

0.06%

Valmark Advisers, Inc.

207.18K

Jun 30, 26

+139.94K

0.06%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

206.88K

Jun 30, 26

-3.87K

0.06%

Atomi Financial Group, Inc.

206.17K

Jun 30, 26

+12.76K

0.06%

Austin Asset Management Co Inc

203.38K

Jun 30, 26

-893

0.06%

BAKER BOYER NATIONAL BANK

202.58K

Jun 30, 26

-3.90K

0.06%

REAP Financial Group, LLC

201.74K

Jun 30, 26

+17.59K

0.06%

THRIVENT FINANCIAL FOR LUTHERANS

200.72K

Jun 30, 26

-587

0.06%

Stone Point Wealth LLC

200.20K

Jun 30, 26

+1.56K

0.06%

Advisory Alpha, LLC

198.67K

Jun 30, 26

+4.77K

0.06%

Sentinus, LLC

198.38K

Jun 30, 26

-4.65K

0.06%

ASPIRIANT, LLC

197.60K

Jun 30, 26

-8.19K

0.06%

EQ WEALTH ADVISORS, LLC

195.76K

Jun 30, 26

-5.80K

0.06%

AE Wealth Management LLC

195.74K

Jun 30, 26

+6.53K

0.06%

CALIBER WEALTH MANAGEMENT, LLC / KS

190.54K

Jun 30, 26

-3.39K

0.05%

G2 CAPITAL MANAGEMENT, LLC / OH

189.49K

Jun 30, 26

+4.44K

0.05%

Kings Path Partners LLC

189.01K

Jun 30, 26

+18.34K

0.05%

BARNES PETTEY FINANCIAL ADVISORS, LLC

187.71K

Jun 30, 26

+63.93K

0.05%

PHILLIPS FINANCIAL MANAGEMENT, LLC

183.76K

Jun 30, 26

-2.44K

0.05%

Altiora Financial Group, LLC

182.33K

Jun 30, 26

-2.98K

0.05%

Tortoise Investment Management, LLC

181.50K

Jun 30, 26

+804

0.05%

Laurel Wealth Planning LLC

176.00K

Jun 30, 26

+23.38K

0.05%

Oceanside Advisors LLC

172.55K

Jun 30, 26

+4.21K

0.05%

BAKER TILLY WEALTH MANAGEMENT, LLC

168.77K

Jun 30, 26

-6.52K

0.05%

Veratis Advisors, Inc.

166.06K

Jun 30, 26

+166.06K

0.05%

Cedar Point Capital Partners, LLC

164.51K

Jun 30, 26

+7.41K

0.05%

Turning Point Benefit Group, Inc.

162.37K

Jun 30, 26

+99.78K

0.05%

Steward Partners Investment Advisory, LLC

162.19K

Jun 30, 26

+7.25K

0.05%

Sanctuary Advisors, LLC

157.92K

Jun 30, 26

-4.04K

0.05%

Kondo Wealth Advisors, Inc.

156.92K

Jun 30, 26

-3.19K

0.05%

Strategic Investment Solutions, Inc. /IL

153.04K

Jun 30, 26

+3.78K

0.04%

Certified Advisory Corp

152.88K

Jun 30, 26

-505

0.04%

Bank of New Hampshire

152.51K

Jun 30, 26

+14.36K

0.04%

Perigon Wealth Management, LLC

152.50K

Jun 30, 26

+13.24K

0.04%

Financial Engines Advisors L.L.C.

152.21K

Jun 30, 26

+6.03K

0.04%

J. Mark Nickell & Co.

152.16K

Jun 30, 26

+3.78K

0.04%

Clarity Asset Management, Inc.

151.48K

Jun 30, 26

+8.51K

0.04%

Sculati Wealth Management, LLC

144.98K

Jun 30, 26

+2.52K

0.04%

Richard Young Associates, Ltd.

144.57K

Jun 30, 26

-1.28K

0.04%

Winter & Associates, Inc.

143.36K

Jun 30, 26

+56.26K

0.04%

Family Legacy, Inc.

140.69K

Jun 30, 26

-1.07K

0.04%

MATHER GROUP, LLC.

139.20K

Jun 30, 26

+3.10K

0.04%

Accel Wealth Management

139.10K

Jun 30, 26

+20.26K

0.04%

BANK OF MONTREAL /CAN/

138.10K

Jun 30, 26

+13.98K

0.04%

Causey Wealth LLC

137.25K

Jun 30, 26

+1.86K

0.04%

Compass Financial Group, Inc.

134.10K

Jun 30, 26

-1.36K

0.04%

Cordant, Inc.

131.84K

Jun 30, 26

-10.91K

0.04%

VANCE WEALTH, INC.

131.56K

Jun 30, 26

+30.31K

0.04%

Vistica Wealth Advisors, LLC

131.56K

Jun 30, 26

+8.72K

0.04%

Shotwell Rutter Baer Inc

131.48K

Jun 30, 26

-6.63K

0.04%

HMV Wealth Advisors, LLC

129.11K

Jun 30, 26

-2.20K

0.04%

RF&L WEALTH MANAGEMENT, LLC

126.82K

Jun 30, 26

-1.35K

0.04%

Larson Financial Group LLC

124.70K

Jun 30, 26

-3.04K

0.04%

Stratos Wealth Partners, LTD.

124.52K

Jun 30, 26

+2.94K

0.04%

Schwallier Wealth Management LLC

123.27K

Jun 30, 26

+123.27K

0.04%

1900 WEALTH MANAGEMENT LLC

122.75K

Jun 30, 26

-441

0.04%

Estate Counselors, LLC

122.49K

Jun 30, 26

+6.76K

0.04%

ATLas Financial Planning LLC

122.38K

Jun 30, 26

+3.78K

0.04%

Platt Wealth Management LLC

121.78K

Jun 30, 26

+32.86K

0.04%

Alpha Advisors, LLC/VA

120.45K

Jun 30, 26

+6.61K

0.03%

N.E.W. Advisory Services LLC

120.41K

Jun 30, 26

-4.24K

0.03%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

119.97K

Jun 30, 26

+1.77K

0.03%

WHITTIER TRUST CO

119.18K

Jun 30, 26

0.03%

Timonier Family Office, LTD.

118.61K

Jun 30, 26

+118.61K

0.03%

SEGALL BRYANT & HAMILL, LLC

117.38K

Jun 30, 26

-7.56K

0.03%

Avise Financial Cooperative, Inc.

116.97K

Jun 30, 26

-540

0.03%

Glass Jacobson Investment Advisors llc

116.92K

Jun 30, 26

-2.77K

0.03%

Sterling Wealth Management, Inc.

116.43K

Jun 30, 26

+227

0.03%

EverSource Wealth Advisors, LLC

113.78K

Jun 30, 26

-4.05K

0.03%

PARK AVENUE SECURITIES LLC

112.72K

Jun 30, 26

+8.09K

0.03%

Miracle Mile Advisors, LLC

111.43K

Jun 30, 26

-9.10K

0.03%

Valued Retirements, Inc.

109.45K

Jun 30, 26

-1.14K

0.03%

DeLarme Wealth Management, Inc.

108.11K

Jun 30, 26

-3.36K

0.03%

OMNI 360 Wealth, Inc.

107.93K

Jun 30, 26

-11.83K

0.03%

COMMERCE BANK

107.65K

Jun 30, 26

+14.89K

0.03%

Advisory Services Network, LLC

107.35K

Jun 30, 26

+32.12K

0.03%

Avidian Wealth Solutions, LLC

107.01K

Jun 30, 26

+8.66K

0.03%

LAM GROUP, INC.

106.94K

Jun 30, 26

0.03%

Wealthspire Advisors, LLC

106.41K

Jun 30, 26

+24.02K

0.03%

Tilson Financial Group, Inc.

106.20K

Jun 30, 26

+4.75K

0.03%

Frankly Finances, LLC

105.85K

Jun 30, 26

0.03%

CreativeOne Wealth, LLC

104.48K

Jun 30, 26

-3.20K

0.03%

FMR LLC

104.03K

Jun 30, 26

+12.56K

0.03%

Spire Wealth Management

102.52K

Jun 30, 26

+2.00K

0.03%

Pensionmark Financial Group, LLC

101.63K

Jun 30, 26

+66

0.03%

Breakwater Capital Group

100.38K

Jun 30, 26

+631

0.03%

Betterment LLC

99.07K

Jun 30, 26

+3.00K

0.03%

Graver Capital Management, LLC

98.12K

Jun 30, 26

-5.01K

0.03%

KELLY FINANCIAL GROUP LLC

97.79K

Jun 30, 26

+3.60K

0.03%

InTrack Investment Management Inc

96.94K

Jun 30, 26

-2.52K

0.03%

Armbruster Capital Management, Inc.

96.77K

Jun 30, 26

-3.40K

0.03%

CVA Family Office, LLC

95.90K

Jun 30, 26

+4.91K

0.03%

CASTLE WEALTH MANAGEMENT LLC

94.80K

Jun 30, 26

+1.94K

0.03%

Porter White Investment Advisors, Inc.

94.77K

Jun 30, 26

-363

0.03%

Envestnet Portfolio Solutions, Inc.

94.57K

Jun 30, 26

+655

0.03%

Burk Holdings LLC

92.85K

Jun 30, 26

+669

0.03%

City State Bank

92.66K

Jun 30, 26

+9.29K

0.03%

Beacon Harbor Wealth Advisors, Inc.

92.62K

Jun 30, 26

+3.19K

0.03%

Kraft, Davis & Associates, LLC

92.06K

Jun 30, 26

+6.49K

0.03%

BENNINGFIELD FINANCIAL ADVISORS, LLC

91.10K

Jun 30, 26

-2.71K

0.03%

COGENT STRATEGIC WEALTH LLC

91.01K

Jun 30, 26

-14.78K

0.03%

Verum Partners LLC

90.31K

Jun 30, 26

-66

0.03%

Opus Financial Solutions LLC

90.07K

Jun 30, 26

+11.11K

0.03%

BROWN ADVISORY INC

89.68K

Jun 30, 26

+44.36K

0.03%

Herold Advisors, Inc.

89.36K

Jun 30, 26

+9.20K

0.03%

REDSTONE WEALTH MANAGEMENT, LLC

87.35K

Jun 30, 26

+23.57K

0.03%

Navigate Wealth Management, LLC

87.10K

Jun 30, 26

+2.55K

0.03%

Bedel Financial Consulting, Inc.

87.00K

Jun 30, 26

-415

0.03%

Moisand Fitzgerald Tamayo, LLC

86.87K

Jun 30, 26

-2.15K

0.03%

TruNorth Capital Management, LLC

86.59K

Jun 30, 26

+3.20K

0.02%

AWM CAPITAL, LLC

85.31K

Jun 30, 26

+265

0.02%

Investmark Advisory Group LLC

85.10K

Jun 30, 26

+1.61K

0.02%

NewEdge Wealth, LLC

84.58K

Jun 30, 26

+2.78K

0.02%

Valued Wealth Advisors LLC

82.60K

Jun 30, 26

0.02%

ATLAS CAPITAL ADVISORS LLC

81.54K

Jun 30, 26

+64.71K

0.02%

FMB WEALTH MANAGEMENT

80.61K

Jun 30, 26

-540

0.02%

Beckerman Institutional, LLC

80.39K

Jun 30, 26

+4.02K

0.02%

PREVAIL INNOVATIVE WEALTH ADVISORS, LLC

79.84K

Jun 30, 26

+37.36K

0.02%

Aviance Capital Partners, LLC

79.82K

Jun 30, 26

+1.69K

0.02%

AG Asset Advisory, LLC

79.71K

Jun 30, 26

+1.01K

0.02%

Hippocratic Financial Advisors, LLC

79.53K

Jun 30, 26

+11.72K

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

79.27K

Jun 30, 26

-41.22K

0.02%

Journey Beyond Wealth, LLC

79.20K

Jun 30, 26

-3.26K

0.02%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

79.14K

Jun 30, 26

+8.02K

0.02%

REGIONS FINANCIAL CORP

78.90K

Jun 30, 26

-1.08K

0.02%

LexAurum Advisors, LLC

78.83K

Jun 30, 26

+2.46K

0.02%

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

77.97K

Jun 30, 26

+857

0.02%

Ariadne Wealth Management, LP

76.90K

Jun 30, 26

-732

0.02%

HB Wealth Management, LLC

76.01K

Jun 30, 26

+55.04K

0.02%

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

75.97K

Jun 30, 26

+1.86K

0.02%

BIP Wealth, LLC

75.40K

Jun 30, 26

+52.61K

0.02%

Prospera Financial Services Inc

74.89K

Jun 30, 26

+6.96K

0.02%

Bleakley Financial Group, LLC

74.58K

Jun 30, 26

-23.96K

0.02%

POINCIANA ADVISORS GROUP, LLC

74.42K

Jun 30, 26

-15.00K

0.02%

Schubert & Co

74.06K

Jun 30, 26

+4.85K

0.02%

Pillar Financial Advisors, LLC

73.80K

Jun 30, 26

-14

0.02%

Evergreen Wealth Partners LLC

73.65K

Jun 30, 26

+19.58K

0.02%

Per Stirling Capital Management, LLC.

73.42K

Jun 30, 26

+2.37K

0.02%

Symmetry Partners, LLC

72.25K

Jun 30, 26

-1.94K

0.02%

RTD Financial Advisors, Inc.

71.87K

Jun 30, 26

+25.32K

0.02%

Addison Advisors LLC

71.29K

Jun 30, 26

-26.76K

0.02%

Janney Montgomery Scott LLC

70.68K

Jun 30, 26

+8.06K

0.02%

CLG LLC

70.65K

Jun 30, 26

+2.04K

0.02%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

69.85K

Jun 30, 26

-162

0.02%

FORTERIS WEALTH MANAGEMENT INC.

69.79K

Jun 30, 26

+315

0.02%

Baring Financial LLC

69.46K

Jun 30, 26

+1.82K

0.02%

Cambridge Financial Group, LLC

69.32K

Jun 30, 26

-4.61K

0.02%

Aegis Wealth Management LLC

67.62K

Jun 30, 26

0.02%

Brookstone Capital Management

67.34K

Jun 30, 26

-44.09K

0.02%

Klingman & Associates, LLC

66.34K

Jun 30, 26

-118

0.02%

IFP Advisors, Inc

66.32K

Jun 30, 26

+3.32K

0.02%

Lakeshore Financial Planning, Inc.

65.34K

Jun 30, 26

-1.48K

0.02%

Belleair Asset Management, LLC

64.59K

Jun 30, 26

0.02%

Family CFO Inc

64.54K

Jun 30, 26

-69

0.02%

Delap Wealth Advisory, LLC

64.31K

Jun 30, 26

-2.58K

0.02%

Donalies Financial Planning, LLC

63.96K

Jun 30, 26

+1.98K

0.02%

Del-Sette Capital Management, LLC

61.60K

Jun 30, 26

-34.11K

0.02%

NewEdge Advisors, LLC

61.28K

Jun 30, 26

+15.53K

0.02%

Pettinga Financial Advisors, LLC

61.02K

Jun 30, 26

+22.03K

0.02%

Financial Synergies Wealth Advisors, Inc.

60.98K

Jun 30, 26

+412

0.02%

Robertson Stephens Wealth Management, LLC

59.61K

Jun 30, 26

+30

0.02%

Global Assets Advisory, LLC

58.76K

Jun 30, 26

+58.76K

0.02%

Private Advisory Group LLC

58.40K

Jun 30, 26

+58.40K

0.02%

Fund Evaluation Group, LLC

58.19K

Jun 30, 26

-659

0.02%

Kilner Capital Advisors, LLC

57.16K

Jun 30, 26

+1.53K

0.02%

VISTA INVESTMENT PARTNERS II, LLC

56.84K

Jun 30, 26

+12.19K

0.02%

KESTRA PRIVATE WEALTH SERVICES, LLC

56.58K

Jun 30, 26

+2.36K

0.02%

SRS Capital Advisors, Inc.

56.44K

Jun 30, 26

+54.65K

0.02%

PEOPLES BANK /OH

56.16K

Jun 30, 26

+13.72K

0.02%

SwitchPoint Financial Planning, LLC

54.90K

Jun 30, 26

+534

0.02%

Clark Asset Management, LLC

54.70K

Jun 30, 26

-41

0.02%

Mutual Advisors, LLC

54.29K

Jun 30, 26

+2.12K

0.02%

AlphaCore Capital LLC

54.29K

Jun 30, 26

+13.55K

0.02%

Ferguson Johnson Wealth Management Inc

53.90K

Jun 30, 26

+3.80K

0.02%

JMG Financial Group, Ltd.

52.94K

Jun 30, 26

+59

0.02%

Joel Isaacson & Co., LLC

52.63K

Jun 30, 26

+2.59K

0.02%

Prism Planning Partners LLC

52.41K

Jun 30, 26

+3.42K

0.02%

McKinley Carter Wealth Services, Inc.

51.72K

Jun 30, 26

-4.94K

0.01%

Strathmore Capital Advisors, Inc.

51.22K

Jun 30, 26

-1.42K

0.01%

COLLECTIVE FAMILY OFFICE LLC

50.81K

Jun 30, 26

-930

0.01%

Legacy Financial Advisors, Inc.

50.66K

Jun 30, 26

+1.53K

0.01%

Allegiance Financial Group Advisory Services LLC

50.06K

Jun 30, 26

-1.75K

0.01%

Investment Advisory Group, LLC

49.97K

Jun 30, 26

+5.22K

0.01%

McCartney Wealth Management LLC

49.34K

Jun 30, 26

+490

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

49.12K

Jun 30, 26

+24.82K

0.01%

Triumph Capital Management

48.93K

Jun 30, 26

+4.97K

0.01%

Atlantic Union Bankshares Corp

48.86K

Jun 30, 26

+2.75K

0.01%

Cherry Tree Wealth Management, LLC

48.56K

Jun 30, 26

+16.71K

0.01%

Asset Dedication, LLC

48.54K

Jun 30, 26

+16.79K

0.01%

Cloud Capital Management, LLC

48.52K

Jun 30, 26

+1.72K

0.01%

MORRIS FINANCIAL CONCEPTS, INC.

47.33K

Jun 30, 26

+3.66K

0.01%

Triangle Securities Wealth Management

47.25K

Jun 30, 26

+4.45K

0.01%

Boston Partners

46.89K

Jun 30, 26

-3.06K

0.01%

Nautilus Advisors LLC

46.84K

Jun 30, 26

+2.66K

0.01%

Greenspring Advisors, LLC

46.09K

Jun 30, 26

+466

0.01%

Platform Wealth Management, LLC

45.47K

Jun 30, 26

+45.47K

0.01%

a16z Perennial Management, L.P.

45.01K

Jun 30, 26

+45.01K

0.01%

BUILDER INVESTMENT GROUP INC /ADV

44.91K

Jun 30, 26

+972

0.01%

Lodestone Wealth Management LLC

44.79K

Jun 30, 26

-1.44K

0.01%

United Advisor Group, LLC

44.66K

Jun 30, 26

+44.66K

0.01%

Trace Wealth Advisors, LLC

44.42K

Jun 30, 26

0.01%

Sage Mountain Advisors LLC

44.20K

Jun 30, 26

0.01%

Pacific Asset Management, LLC

44.03K

Jun 30, 26

+495

0.01%

Steelhead Wealth Management LLC

43.74K

Jun 30, 26

+5.46K

0.01%

Krilogy Financial LLC

43.59K

Jun 30, 26

+1.09K

0.01%

Ambassador Advisors, LLC

43.14K

Jun 30, 26

+22.24K

0.01%

Strata Wealth Advisors, LLC

43.09K

Jun 30, 26

+1.16K

0.01%

Eqis Capital Management, Inc.

42.02K

Jun 30, 26

-451

0.01%

CORE WEALTH ADVISORS, LLC

41.97K

Jun 30, 26

+41.97K

0.01%

FIFTH THIRD SECURITIES, INC.

41.87K

Jun 30, 26

+297

0.01%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

41.72K

Jun 30, 26

+41.72K

0.01%

Valeo Financial Advisors, LLC

41.48K

Jun 30, 26

+12.02K

0.01%

BWM Planning, LLC

41.11K

Jun 30, 26

0.01%

Sovereign Financial Group, Inc.

40.12K

Jun 30, 26

-862

0.01%

Medallion Wealth Advisors, LLC

40.01K

Jun 30, 26

+1.80K

0.01%

Zhang Financial LLC

39.90K

Jun 30, 26

+908

0.01%

QUARRY HILL ADVISORS, LLC

39.71K

Jun 30, 26

0.01%

Cornerstone Wealth Management, LLC

39.69K

Jun 30, 26

+2.84K

0.01%

APS Management Group, Inc.

39.23K

Jun 30, 26

+6.71K

0.01%

Applied Capital LLC

38.93K

Jun 30, 26

0.01%

Kaufman Rossin Wealth, LLC

38.64K

Jun 30, 26

-247

0.01%

FIFTH THIRD BANCORP

38.60K

Jun 30, 26

+6.04K

0.01%

RITHOLTZ WEALTH MANAGEMENT

38.35K

Jun 30, 26

+38.35K

0.01%

ARK & TLK INVESTMENTS, LLC

38.33K

Jun 30, 26

+46

0.01%

Odyssey Capital Advisors, Inc.

38.23K

Jun 30, 26

+10.46K

0.01%

Stillwater Private Wealth, LLC

38.14K

Jun 30, 26

+38.14K

0.01%

ZACKS INVESTMENT MANAGEMENT

38.10K

Jun 30, 26

-566

0.01%

Aurelius Family Office LLC

37.89K

Jun 30, 26

-1.96K

0.01%

Seven Springs Wealth Group, LLC

37.59K

Jun 30, 26

0.01%

Arkadios Wealth Advisors

37.33K

Jun 30, 26

-4.24K

0.01%

Aspirean Wealth, LLC

37.31K

Jun 30, 26

+2.33K

0.01%

JFS WEALTH ADVISORS, LLC

36.13K

Jun 30, 26

+690

0.01%

Diversified Portfolios, Inc.

35.92K

Jun 30, 26

+12.61K

0.01%

American Investment Services, Inc.

35.62K

Jun 30, 26

0.01%

Ballentine Partners, LLC

35.02K

Jun 30, 26

0.01%

Global Trust Wealth Management LLC

34.79K

Jun 30, 26

+17.76K

0.01%

Vantage Point Financial LLC

34.69K

Jun 30, 26

+1.69K

0.01%

Washington Trust Advisors, Inc.

34.67K

Jun 30, 26

+372

0.01%

Focus Financial Network, Inc.

34.51K

Jun 30, 26

+1.33K

0.01%

RMB Capital Management, LLC

34.11K

Jun 30, 26

-946

0.01%

CSS LLC/IL

33.97K

Jun 30, 26

0.01%

BluePrint Investing LLC

33.63K

Jun 30, 26

-3.17K

0.01%

SILVER OAK SECURITIES, INCORPORATED

33.50K

Jun 30, 26

-1.47K

0.01%

HBE Wealth Management, LLC

33.40K

Jun 30, 26

0.01%

TFO-TDC, LLC

33.21K

Jun 30, 26

+164

0.01%

Nuveen, LLC

32.69K

Jun 30, 26

+32.69K

0.01%

Integras Partners LLC

32.40K

Jun 30, 26

-621

0.01%

Bank of New York Mellon Corp

31.70K

Jun 30, 26

+4.73K

0.01%

VERUS WEALTH MANAGEMENT, LLC

30.81K

Jun 30, 26

-400

0.01%

Oath Planning, LLC

30.79K

Jun 30, 26

+2.45K

0.01%

Cresset Asset Management, LLC

30.77K

Jun 30, 26

+1.05K

0.01%

Heritage Wealth Management, Inc./Texas

30.50K

Jun 30, 26

-238

0.01%

SEI INVESTMENTS CO

30.42K

Jun 30, 26

+4.73K

0.01%

Gotham Asset Management, LLC

30.01K

Jun 30, 26

0.01%

QRG CAPITAL MANAGEMENT, INC.

29.94K

Jun 30, 26

+29.94K

0.01%

RB Capital Management, LLC

29.76K

Jun 30, 26

+4.81K

0.01%

Beacon Financial Advisory LLC

29.67K

Jun 30, 26

+5.12K

0.01%

Berger Financial Group, Inc

29.52K

Jun 30, 26

+1.61K

0.01%

Geneos Wealth Management Inc.

29.43K

Jun 30, 26

+1.19K

0.01%

Lutz Financial Services LLC

29.02K

Jun 30, 26

-52

0.01%

Cartesian Growth Corp

29.00K

Jun 30, 26

+14.50K

0.01%

Optivise Advisory Services LLC

28.81K

Jun 30, 26

+6.97K

0.01%

Dorsey & Whitney Trust CO LLC

28.78K

Jun 30, 26

+495

0.01%

Powerhouse Assets LLC

28.70K

Jun 30, 26

-1.74K

0.01%

Chicago Partners Investment Group LLC

28.68K

Jun 30, 26

+466

0.01%

Secure Asset Management, LLC

28.63K

Jun 30, 26

-291

0.01%

25 LLC

28.39K

Jun 30, 26

+202

0.01%

Americana Partners, LLC

28.37K

Jun 30, 26

0.01%

ProCore Advisors, LLC

28.18K

Jun 30, 26

+926

0.01%

Wedmont Private Capital

28.04K

Jun 30, 26

-2.25K

0.01%

NEW WAVE WEALTH ADVISORS LLC

27.81K

Jun 30, 26

+15.12K

0.01%

Broadhurst Jeffrey B

27.72K

Jun 30, 26

-22.50K

0.01%

RIVERCHASE WEALTH MANAGEMENT, LLC

27.47K

Jun 30, 26

+1.05K

0.01%

Resources Investment Advisors, LLC.

27.29K

Jun 30, 26

+40

0.01%

Rehmann Capital Advisory Group

27.25K

Jun 30, 26

-486

0.01%

Advyzon Investment Management, LLC

26.92K

Jun 30, 26

+2.60K

0.01%

McGrath & Associates, Inc.

26.69K

Jun 30, 26

+3.14K

0.01%

XY Planning Network, Inc.

26.35K

Jun 30, 26

+7.41K

0.01%

STAGE HARBOR FINANCIAL, LLC

25.91K

Jun 30, 26

+6.14K

0.01%

DRIVE WEALTH MANAGEMENT, LLC

25.86K

Jun 30, 26

-461

0.01%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

25.73K

Jun 30, 26

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

25.69K

Jun 30, 26

+8.98K

0.01%

Elmwood Wealth Management, Inc.

25.59K

Jun 30, 26

-63

0.01%

Clarity Capital Advisors, LLC

25.39K

Jun 30, 26

+294

0.01%

Arcadia Wealth Management, LLC

25.35K

Jun 30, 26

-3.91K

0.01%

WATERSHED PRIVATE WEALTH LLC

25.08K

Jun 30, 26

-668

0.01%

SUTTON PLACE INVESTORS LLC

24.17K

Jun 30, 26

+128

0.01%

Wealth Enhancement Trust Services, Inc.

24.14K

Jun 30, 26

-1.17K

0.01%

Holistic Planning, LLC

24.11K

Jun 30, 26

+12.67K

0.01%

HBW Advisory Services LLC

24.09K

Jun 30, 26

+1.17K

0.01%

MATTERN CAPITAL MANAGEMENT, LLC

24.08K

Jun 30, 26

+8.77K

0.01%

Foundation Wealth Management, LLC\PA

23.63K

Jun 30, 26

0.01%

Archvest Wealth Advisors, Inc.

22.87K

Jun 30, 26

+40

0.01%

Ameritas Advisory Services, LLC

22.85K

Jun 30, 26

+22.23K

0.01%

Longview Financial Advisors LLC

22.73K

Jun 30, 26

0.01%

Synergy Asset Management, LLC

22.66K

Jun 30, 26

+22.66K

0.01%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

22.55K

Jun 30, 26

+14.11K

0.01%

Mills Wealth Advisors LLC

22.45K

Jun 30, 26

-150

0.01%

E6 Portfolios, LLC

22.45K

Jun 30, 26

+2.10K

0.01%

Coston, McIsaac & Partners

22.44K

Jun 30, 26

+4.35K

0.01%

New Dimensions Wealth Management, LLC

22.44K

Jun 30, 26

-455

0.01%

Everest Financial Group LLC

22.31K

Jun 30, 26

+321

0.01%

Long Island Wealth Management, Inc.

22.05K

Jun 30, 26

+9.43K

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

22.00K

Jun 30, 26

+22.00K

0.01%

Midwest Trust Co

21.86K

Jun 30, 26

+6.36K

0.01%

COMPASS CAPITAL CORP /MA/ /ADV

21.75K

Jun 30, 26

-37

0.01%

Approach Retirement Advisors, LLC

21.63K

Jun 30, 26

-298

0.01%

Callan Family Office, LLC

21.61K

Jun 30, 26

0.01%

US BANCORP \DE\

21.57K

Jun 30, 26

-460

0.01%

Hardin Capital Partners, LLC

21.46K

Jun 30, 26

+1.97K

0.01%

Diversify Advisory Services, LLC

21.34K

Jun 30, 26

+21.34K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

21.34K

Jun 30, 26

+3.41K

0.01%

HARBOUR INVESTMENTS, INC.

21.28K

Jun 30, 26

+398

0.01%

Eaton Financial Holdings Company, LLC

21.24K

Jun 30, 26

+286

0.01%

Cornerstone National Bank & Trust Co

21.13K

Jun 30, 26

+10.63K

0.01%

Brand Asset Management Group, Inc.

21.04K

Jun 30, 26

+10.59K

0.01%

J.W. COLE ADVISORS, INC.

20.99K

Jun 30, 26

0.01%

GWN SECURITIES INC.

20.91K

Jun 30, 26

+1.88K

0.01%

SJS Investment Consulting Inc.

20.79K

Jun 30, 26

-420

0.01%

MPWM ADVISORY SOLUTIONS, LLC

20.67K

Jun 30, 26

+86

0.01%

BFSG, LLC

20.58K

Jun 30, 26

+3.35K

0.01%

CogentBlue Wealth Advisors, LLC

20.47K

Jun 30, 26

-129

0.01%

D.A. DAVIDSON & CO.

20.21K

Jun 30, 26

+1.72K

0.01%

IEQ CAPITAL, LLC

20.16K

Jun 30, 26

+6.31K

0.01%

Avant Financial Advisors LLC

20.08K

Jun 30, 26

0.01%

Mustard Seed Financial, LLC

20.02K

Jun 30, 26

+3.69K

0.01%

Bragg Financial Advisors, Inc

20.00K

Jun 30, 26

+20.00K

0.01%

Level Financial Advisors, Inc.

19.90K

Jun 30, 26

-57

0.01%

Capital Investment Management, Inc.

19.73K

Jun 30, 26

+48

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

19.43K

Jun 30, 26

+4.86K

0.01%

Prosperity Planning, Inc.

19.38K

Jun 30, 26

-2.82K

0.01%

CURIO WEALTH, LLC

19.20K

Jun 30, 26

+149

0.01%

IFG Advisors, LLC

19.15K

Jun 30, 26

0.01%

Capital Investment Advisory Services, LLC

19.09K

Jun 30, 26

+1.60K

0.01%

FAMILY WEALTH PARTNERS, LLC

19.01K

Jun 30, 26

-39

0.01%

MELFA WEALTH MANAGEMENT, LLC

18.80K

Jun 30, 26

+332

0.01%

NerdWallet Wealth Partners, LLC

18.78K

Jun 30, 26

+18.78K

0.01%

Ellenbecker Investment Group

18.75K

Jun 30, 26

-710

0.01%

IFG Advisory, LLC

18.71K

Jun 30, 26

+18.51K

0.01%

ENCOMPASS WEALTH ADVISORS, LLC

18.68K

Jun 30, 26

-2.11K

0.01%

Tandem Financial, LLC

18.40K

Jun 30, 26

+726

0.01%

JT Stratford LLC

18.30K

Jun 30, 26

+189

0.01%

Pinnacle Financial Partners, Inc.

18.04K

Jun 30, 26

-3.01K

0.01%

TENET WEALTH PARTNERS, LLC

17.98K

Jun 30, 26

+17.98K

0.01%

Concurrent Investment Advisors, LLC

17.87K

Jun 30, 26

+517

0.01%

BlackRock, Inc.

17.84K

Jun 30, 26

+15.99K

0.01%

J. Derek Lewis & Associates Inc.

17.77K

Jun 30, 26

+278

0.01%

Versant Capital Management, Inc

17.75K

Jun 30, 26

+68

0.01%

Oder Investment Management, LLC

17.68K

Jun 30, 26

+5.55K

0.01%

Acorn Wealth Advisors, LLC

17.67K

Jun 30, 26

+35

0.01%

Mullaney, Keating & Wright, Inc.

17.48K

Jun 30, 26

+154

0.01%

Abacus Wealth Partners, LLC

17.43K

Jun 30, 26

0.01%

Nicholas Hoffman & Company, LLC.

17.25K

Jun 30, 26

0.00%

AMERIPRISE FINANCIAL INC

17.20K

Jun 30, 26

-273

0.00%

Interchange Capital Partners, LLC

17.15K

Jun 30, 26

+57

0.00%

PARSONS CAPITAL MANAGEMENT INC/RI

17.05K

Jun 30, 26

+1.84K

0.00%

Global Retirement Partners, LLC

17.01K

Jun 30, 26

+17.01K

0.00%

Parallel Advisors, LLC

16.94K

Jun 30, 26

-821

0.00%

WEALTHSPAN PARTNERS, LLC

16.55K

Jun 30, 26

-669

0.00%

Balentine LLC

16.37K

Jun 30, 26

0.00%

Sunesis Advisors, LLC

16.31K

Jun 30, 26

0.00%

Dana Investment Advisors, Inc.

16.14K

Jun 30, 26

+4.53K

0.00%

Kane Co Wealth Management, Inc.

15.98K

Jun 30, 26

0.00%

MN Wealth Advisors, LLC

15.95K

Jun 30, 26

-664

0.00%

Modern Wealth Management, LLC

15.91K

Jun 30, 26

+270

0.00%

Signal Advisors Wealth, LLC

15.82K

Jun 30, 26

-72

0.00%

Iowa State Bank

15.81K

Jun 30, 26

0.00%

MB Generational Wealth, LLC

15.52K

Jun 30, 26

-92

0.00%

Madison Wealth Partners, Inc

15.46K

Jun 30, 26

+15.46K

0.00%

ALESCO ADVISORS LLC

15.38K

Jun 30, 26

0.00%

Lido Advisors, LLC

14.87K

Jun 30, 26

+225

0.00%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

14.80K

Jun 30, 26

-4.94K

0.00%

Coastal Bridge Advisors, LLC

14.68K

Jun 30, 26

+437

0.00%

Tranquility Partners, LLC

14.62K

Jun 30, 26

+2.02K

0.00%

Sovran Advisors, LLC

14.58K

Jun 30, 26

+988

0.00%

Elser Financial Planning, Inc

14.32K

Jun 30, 26

0.00%

Ironwood Financial, llc

14.23K

Jun 30, 26

0.00%

RAM Investment Partners, LLC

14.23K

Jun 30, 26

+189

0.00%

GTS SECURITIES LLC

14.11K

Jun 30, 26

+14.11K

0.00%

Owl Creek Wealth Partners LLC

14.01K

Jun 30, 26

+909

0.00%

Simplicity Wealth,LLC

13.86K

Jun 30, 26

-2.79K

0.00%

Fort Point Capital Partners LLC

13.77K

Jun 30, 26

+13.77K

0.00%

Goepper Burkhardt LLC

13.74K

Jun 30, 26

+13.74K

0.00%

KEYBANK NATIONAL ASSOCIATION/OH

13.65K

Jun 30, 26

0.00%

NWAM LLC

13.62K

Jun 30, 26

+35

0.00%

Navis Wealth Advisors, LLC

13.57K

Jun 30, 26

-27.48K

0.00%

Compass Ion Advisors, LLC

13.51K

Jun 30, 26

+90

0.00%

CITIZENS FINANCIAL GROUP INC/RI

13.50K

Jun 30, 26

+300

0.00%

RFG Advisory, LLC

13.33K

Jun 30, 26

-548

0.00%

Blume Capital Management, Inc.

13.20K

Jun 30, 26

0.00%

International Private Wealth Advisors LLC

13.10K

Jun 30, 26

+115

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

13.08K

Jun 30, 26

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

12.87K

Jun 30, 26

+14

0.00%

Compass Advisory Group LLC

12.77K

Jun 30, 26

+2.87K

0.00%

Santori & Peters, Inc.

12.74K

Jun 30, 26

+114

0.00%

CIBC Bancorp USA Inc.

12.63K

Jun 30, 26

+1.22K

0.00%

Trailhead Planners LLC

12.40K

Jun 30, 26

0.00%

Oak Wealth Advisors LLC

12.40K

Jun 30, 26

+87

0.00%

M&T BANK CORP

12.21K

Jun 30, 26

-37.69K

0.00%

HANOVER ADVISORS INC

12.18K

Jun 30, 26

0.00%

Vantus Wealth LLC

12.12K

Jun 30, 26

+12.12K

0.00%

Dynamic Advisor Solutions LLC

12.05K

Jun 30, 26

+5.31K

0.00%

Unison Advisors LLC

12.05K

Jun 30, 26

+151

0.00%

Orcam Financial Group

11.82K

Jun 30, 26

+11.82K

0.00%

Heritage Investment Group, Inc.

11.72K

Jun 30, 26

+7.63K

0.00%

Kathmere Capital Management, LLC

11.72K

Jun 30, 26

-86

0.00%

Ares Financial Consulting, LLC

11.67K

Jun 30, 26

+153

0.00%

James J. Burns & Company, LLC

11.59K

Jun 30, 26

+69

0.00%

Vision Capital Management, Inc.

11.51K

Jun 30, 26

0.00%

Pasadena Private Wealth, LLC

11.48K

Jun 30, 26

+133

0.00%

Waterfront Wealth Inc.

11.40K

Jun 30, 26

+11

0.00%

Roundview Capital LLC

11.29K

Jun 30, 26

0.00%

Archer Investment Management, LLC

11.22K

Jun 30, 26

-232

0.00%

Gemmer Asset Management LLC

11.14K

Jun 30, 26

0.00%

Capital Investment Advisors, LLC

11.09K

Jun 30, 26

+255

0.00%

Pure Financial Advisors, LLC

11.01K

Jun 30, 26

+19

0.00%

Quadcap Wealth Management, LLC

10.99K

Jun 30, 26

-708

0.00%

First Western Trust Bank

10.88K

Jun 30, 26

-283

0.00%

BOS Asset Management, LLC

10.79K

Jun 30, 26

-120

0.00%

WealthCollab, LLC

10.75K

Jun 30, 26

+64

0.00%

Meredith Wealth Planning

10.75K

Jun 30, 26

0.00%

MOSAIC FAMILY WEALTH PARTNERS, LLC

10.74K

Jun 30, 26

+800

0.00%

Argent Trust Co

10.70K

Jun 30, 26

+953

0.00%

E-Wealth Partners, LLC

10.67K

Jun 30, 26

-947

0.00%

Institute for Wealth Management, LLC.

10.57K

Jun 30, 26

-31

0.00%

First Financial Group Corp

10.43K

Jun 30, 26

+323

0.00%

Range Advisory, LLC

10.38K

Jun 30, 26

+5.71K

0.00%

Truepoint, Inc.

10.35K

Jun 30, 26

0.00%

TCG Advisory Services, LLC

10.32K

Jun 30, 26

+10.32K

0.00%

Passive Capital Management, LLC.

10.27K

Jun 30, 26

-20

0.00%

Argyle Capital Partners, LLC

10.19K

Jun 30, 26

+2.73K

0.00%

Lansing Street Advisors

10.11K

Jun 30, 26

+10.11K

0.00%

Redhawk Wealth Advisors, Inc.

9.87K

Jun 30, 26

+2.25K

0.00%

BROWN BROTHERS HARRIMAN & CO

9.77K

Jun 30, 26

-179

0.00%

Financial Symmetry Inc

9.75K

Jun 30, 26

+11

0.00%

Narus Financial Partners, LLC

9.75K

Jun 30, 26

+29

0.00%

Permanent Capital Management, LP

9.67K

Jun 30, 26

+9.67K

0.00%

Beta Wealth Group, Inc.

9.66K

Jun 30, 26

0.00%

Exeter Financial, LLC

9.59K

Jun 30, 26

+140

0.00%

Gerber Kawasaki Wealth & Investment Management

9.40K

Jun 30, 26

+208

0.00%

Old Mission Investment Co LLC

9.34K

Jun 30, 26

0.00%

Brinker Capital Investments, LLC

9.31K

Jun 30, 26

0.00%

BBR PARTNERS, LLC

9.30K

Jun 30, 26

+9.30K

0.00%

NICOLET BANKSHARES INC

9.17K

Jun 30, 26

0.00%

One Charles Private Wealth Services, LLC

9.16K

Jun 30, 26

-641

0.00%

Golden Bell Financial Planning LLC

9.14K

Jun 30, 26

0.00%

K2 Financial Inc.

9.09K

Jun 30, 26

-1.30K

0.00%

Five Oceans Advisors

9.01K

Jun 30, 26

+94

0.00%

GEM Asset Management, LLC

8.91K

Jun 30, 26

+313

0.00%

Resonant Capital Advisors, LLC

8.86K

Jun 30, 26

+12

0.00%

Financial Harvest, LLC

8.83K

Jun 30, 26

0.00%

Partners in Financial Planning

8.82K

Jun 30, 26

+84

0.00%

Bluesphere Advisors, LLC

8.74K

Jun 30, 26

0.00%

PRINCIPAL SECURITIES, INC.

8.68K

Jun 30, 26

+425

0.00%

Arsenal Capital Advisors LLC

8.65K

Jun 30, 26

+8.65K

0.00%

Aptus Capital Advisors, LLC

8.52K

Jun 30, 26

+86

0.00%

Silver Oak Advisory Group, Inc.

8.38K

Jun 30, 26

-913

0.00%

BRIGHTON JONES LLC

8.37K

Jun 30, 26

+183

0.00%

BOK Financial Private Wealth, Inc.

8.36K

Jun 30, 26

0.00%

Fundamentum, LLC

8.32K

Jun 30, 26

-483

0.00%

STALEY CAPITAL ADVISERS INC

8.30K

Jun 30, 26

0.00%

Samalin Investment Counsel, LLC

8.29K

Jun 30, 26

+30

0.00%

Westmount Partners, LLC

8.27K

Jun 30, 26

0.00%

Ponta Wealth Partners, LLC

8.17K

Jun 30, 26

0.00%

Painted Porch Advisors LLC

8.11K

Jun 30, 26

+8.11K

0.00%

CRA Financial Services, LLC

8.08K

Jun 30, 26

0.00%

RHS Financial, LLC

8.00K

Jun 30, 26

+8.00K

0.00%

Pekin Hardy Strauss, Inc.

7.78K

Jun 30, 26

+455

0.00%

VICTORY FINANCIAL GROUP, LLC

7.69K

Jun 30, 26

0.00%

MAYPORT, LLC

7.68K

Jun 30, 26

+73

0.00%

Able Wealth Management LLC

7.55K

Jun 30, 26

-8.19K

0.00%

Baker Avenue Asset Management, LP

7.51K

Jun 30, 26

+108

0.00%

Huntleigh Advisors, Inc.

7.47K

Jun 30, 26

0.00%

Generations Wealth, LLC

7.43K

Jun 30, 26

+983

0.00%

Clayton Financial Group LLC

7.43K

Jun 30, 26

0.00%

Parkside Financial Bank & Trust

7.37K

Jun 30, 26

-433

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

7.36K

Jun 30, 26

0.00%

Harvest Investment Services, LLC

7.30K

Jun 30, 26

0.00%

Ellis Investment Partners, LLC

7.29K

Jun 30, 26

+1.83K

0.00%

RS CRUM INC.

7.27K

Jun 30, 26

0.00%

Nalls Sherbakoff Group, LLC

7.22K

Jun 30, 26

+179

0.00%

ALTFEST L J & CO INC

7.19K

Jun 30, 26

+269

0.00%

PRIVATE TRUST CO NA

7.16K

Jun 30, 26

+673

0.00%

EPIQ PARTNERS, LLC

7.15K

Jun 30, 26

+7.15K

0.00%

Goldstein Advisors, LLC

7.12K

Jun 30, 26

0.00%

Ridgewood Investments LLC

7.02K

Jun 30, 26

+58

0.00%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

7.01K

Jun 30, 26

0.00%

Matisse Capital

7.00K

Jun 30, 26

0.00%

Flagstone Financial Management

6.94K

Jun 30, 26

-381

0.00%

SHUFRO ROSE & CO LLC

6.84K

Jun 30, 26

0.00%

Wolfstich Capital, LLC

6.77K

Jun 30, 26

+6.77K

0.00%

Seaside Wealth Management, Inc.

6.70K

Jun 30, 26

+92

0.00%

GDS Wealth Management

6.69K

Jun 30, 26

0.00%

Vestmark Advisory Solutions, Inc.

6.66K

Jun 30, 26

+6.66K

0.00%

HUNTINGTON NATIONAL BANK

6.64K

Jun 30, 26

-1.84K

0.00%

Tassel Capital Management, Inc.

6.59K

Jun 30, 26

-48

0.00%

CARY STREET PARTNERS FINANCIAL LLC

6.59K

Jun 30, 26

-208

0.00%

PFG Advisors

6.58K

Jun 30, 26

+6.58K

0.00%

Meramec Financial Planners, LLC

6.51K

Jun 30, 26

+95

0.00%

Family Management Corp

6.46K

Jun 30, 26

-55.66K

0.00%

LAIRD NORTON TRUST COMPANY, LLC

6.44K

Jun 30, 26

0.00%

Grant Street Asset Management, Inc.

6.43K

Jun 30, 26

+94

0.00%

Flavin Financial Services, Inc.

6.38K

Jun 30, 26

-176

0.00%

Daytona Street Capital LLC

6.33K

Jun 30, 26

0.00%

Bryn Mawr Capital Management, LLC

6.25K

Jun 30, 26

+38

0.00%

GREENLEAF TRUST

6.23K

Jun 30, 26

+6.23K

0.00%

GAMMA Investing LLC

6.21K

Jun 30, 26

+6.21K

0.00%

Renasant Bank

6.16K

Jun 30, 26

0.00%

Busey Wealth Management

6.10K

Jun 30, 26

-1.05K

0.00%

Facet Wealth, Inc.

6.07K

Jun 30, 26

-202

0.00%

MERIDIAN INVESTMENT COUNSEL INC.

6.00K

Jun 30, 26

0.00%

Bridgewater Advisors Inc.

5.99K

Jun 30, 26

0.00%

FIDUCIARY TRUST CO

5.92K

Jun 30, 26

0.00%

Caprock Group, LLC

5.90K

Jun 30, 26

+1.60K

0.00%

Concord Wealth Partners

5.88K

Jun 30, 26

+57

0.00%

Atlas Private Wealth Advisors

5.86K

Jun 30, 26

+219

0.00%

GRANDFIELD & DODD, LLC

5.86K

Jun 30, 26

0.00%

Noble Family Wealth, LLC

5.84K

Jun 30, 26

0.00%

Intrua Financial, LLC

5.72K

Jun 30, 26

-70

0.00%

QUADRANT CAPITAL GROUP LLC

5.70K

Jun 30, 26

+2.17K

0.00%

KDK Private Wealth Management, LLC

5.64K

Jun 30, 26

0.00%

ENTREWEALTH, LLC

5.64K

Jun 30, 26

+5.64K

0.00%

Everhart Financial Group, Inc.

5.59K

Jun 30, 26

+963

0.00%

TWO SIGMA SECURITIES, LLC

5.57K

Jun 30, 26

+5.57K

0.00%

Mesirow Financial Investment Management, Inc.

5.54K

Jun 30, 26

+5.54K

0.00%

Fortis Capital Advisors, LLC

5.50K

Jun 30, 26

+1.57K

0.00%

Belpointe Asset Management LLC

5.50K

Jun 30, 26

+1.57K

0.00%

FinDec Wealth Services, Inc.

5.43K

Jun 30, 26

-46

0.00%

WNY Asset Management, LLC

5.39K

Jun 30, 26

+175

0.00%

Stirlingshire Investments, Inc.

5.38K

Jun 30, 26

+894

0.00%

Global Trust Asset Management, LLC

5.38K

Jun 30, 26

-187

0.00%

Cogent Private Wealth, Inc.

5.33K

Jun 30, 26

0.00%

Sowell Financial Services LLC

5.25K

Jun 30, 26

-948

0.00%

VestGen Advisors, LLC

5.25K

Jun 30, 26

0.00%

Castleview Partners, LLC

5.21K

Jun 30, 26

+182

0.00%

Atria Investments, Inc

5.16K

Jun 30, 26

-3.03K

0.00%

Avion Wealth

5.14K

Jun 30, 26

0.00%

Granite Bay Wealth Management, LLC

5.07K

Jun 30, 26

0.00%

Rockwood Wealth Management, LLC

5.07K

Jun 30, 26

0.00%

DBK Financial Counsel, LLC

5.04K

Jun 30, 26

0.00%

Intentional Wealth Strategies, LLC

4.99K

Jun 30, 26

0.00%

Csenge Advisory Group

4.99K

Jun 30, 26

+4.99K

0.00%

Jacobi Capital Management LLC

4.97K

Jun 30, 26

+38

0.00%

Orion Capital Management LLC

4.93K

Jun 30, 26

0.00%

Stonebridge Financial Group, LLC/CA

4.92K

Jun 30, 26

+4.92K

0.00%

Leading Edge Financial Planning LLC

4.89K

Jun 30, 26

0.00%

RICHARDS, MERRILL & PETERSON, INC.

4.86K

Jun 30, 26

0.00%

Safeguard Investment Advisory Group, LLC

4.86K

Jun 30, 26

-854

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

4.84K

Jun 30, 26

0.00%

Empower Advisory Group, LLC

4.82K

Jun 30, 26

+61

0.00%

CWS Financial Advisors, LLC

4.77K

Jun 30, 26

-300

0.00%

Liberty Capital Management, Inc.

4.73K

Jun 30, 26

+4.73K

0.00%

Bell Bank

4.65K

Jun 30, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

4.63K

Jun 30, 26

-1.17K

0.00%

West Financial Advisors, LLC

4.61K

Jun 30, 26

+3.94K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

4.59K

Jun 30, 26

+2.19K

0.00%

WHITENER CAPITAL MANAGEMENT, INC.

4.58K

Jun 30, 26

+445

0.00%

Exit Wealth Advisors, LLC.

4.57K

Jun 30, 26

+67

0.00%

Citrine Capital LLC

4.55K

Jun 30, 26

0.00%

Clarity Wealth Development LLC

4.51K

Jun 30, 26

0.00%

Roble, Belko & Company, Inc

4.49K

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

4.48K

Jun 30, 26

0.00%

ASSETMARK, INC

4.48K

Jun 30, 26

+1.58K

0.00%

Foundry Financial LLC

4.46K

Jun 30, 26

+14

0.00%

Towneley Capital Management, Inc / DE

4.44K

Jun 30, 26

+65

0.00%

Triad Wealth Partners, LLC

4.44K

Jun 30, 26

-864

0.00%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

4.44K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

4.42K

Jun 30, 26

+1.09K

0.00%

Ausdal Financial Partners, Inc.

4.40K

Jun 30, 26

-435

0.00%

Canal Capital Management, LLC

4.39K

Jun 30, 26

-84

0.00%

Cooke Wealth Management, LLC

4.38K

Jun 30, 26

0.00%

OPPENHEIMER & CO INC

4.36K

Jun 30, 26

0.00%

Level Wealth Management LLC

4.34K

Jun 30, 26

+64

0.00%

Summit Wealth Group, LLC

4.33K

Jun 30, 26

-142

0.00%

Heron Bay Capital Management

4.32K

Jun 30, 26

+126

0.00%

Tufton Capital Management

4.29K

Jun 30, 26

+4.29K

0.00%

SIGNATUREFD, LLC

4.27K

Jun 30, 26

+10

0.00%

180 WEALTH ADVISORS, LLC

4.25K

Jun 30, 26

+44

0.00%

Aspire Growth Partners LLC

4.22K

Jun 30, 26

+4.22K

0.00%

Aprio Wealth Management, LLC

4.18K

Jun 30, 26

-4.37K

0.00%

Ameritas Investment Partners, Inc.

4.18K

Jun 30, 26

+61

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

4.17K

Jun 30, 26

+4.17K

0.00%

Rinkey Investments

4.15K

Jun 30, 26

0.00%

Kinloch Capital, LLC

4.14K

Jun 30, 26

0.00%

Caldwell Trust Co

4.13K

Jun 30, 26

-996

0.00%

CGN Advisors LLC

4.13K

Jun 30, 26

+23

0.00%

WINEBRENNER CAPITAL MANAGEMENT LLC

4.10K

Jun 30, 26

+132

0.00%

3 FACTOR INDEXING, LLC

4.08K

Jun 30, 26

0.00%

MARINO, STRAM & ASSOCIATES LLC

4.05K

Jun 30, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

4.03K

Jun 30, 26

-95

0.00%

Physician Wealth Advisors, Inc.

3.97K

Jun 30, 26

+10

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

3.96K

Jun 30, 26

-1.32K

0.00%

Kovack Advisors, Inc.

3.88K

Jun 30, 26

+3.88K

0.00%

Orgel Wealth Management, LLC

3.87K

Jun 30, 26

+3.87K

0.00%

Corsicana & Co.

3.83K

Jun 30, 26

+3.83K

0.00%

Brio Consultants, LLC

3.82K

Jun 30, 26

0.00%

Life Planning Partners, Inc

3.81K

Jun 30, 26

0.00%

Vawter Financial, Ltd.

3.80K

Jun 30, 26

0.00%

Accurate Wealth Management, LLC

3.79K

Jun 30, 26

+3.79K

0.00%

Allegheny Financial Group LTD

3.79K

Jun 30, 26

+3.79K

0.00%

MBL Wealth, LLC

3.79K

Jun 30, 26

+3.79K

0.00%

Fortis Advisors, LLC

3.77K

Jun 30, 26

+3.77K

0.00%

Allied Investment Advisors, LLC

3.75K

Jun 30, 26

+3.75K

0.00%

Invst, LLC

3.74K

Jun 30, 26

-300.18K

0.00%

Apollon Wealth Management, LLC

3.71K

Jun 30, 26

+3.71K

0.00%

Clearstead Advisors, LLC

3.54K

Jun 30, 26

-1.44K

0.00%

C M BIDWELL & ASSOCIATES LTD

3.35K

Jun 30, 26

+696

0.00%

CITY HOLDING CO

3.30K

Jun 30, 26

+3.30K

0.00%

True Wealth Design, LLC

3.02K

Jun 30, 26

+13

0.00%

CENTRAL TRUST Co

2.99K

Jun 30, 26

+1.93K

0.00%

FIDUCIARY FINANCIAL ADVISORS

2.94K

Jun 30, 26

+2.94K

0.00%

SITTNER & NELSON, LLC

2.76K

Jun 30, 26

0.00%

TFC Financial Management, Inc.

2.67K

Jun 30, 26

+39

0.00%

Russell Investments Group, Ltd.

2.58K

Jun 30, 26

+592

0.00%

BankChampaign, National Association

2.45K

Jun 30, 26

0.00%

Dogwood Wealth Management LLC

2.37K

Jun 30, 26

+35

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.25K

Jun 30, 26

-1.07K

0.00%

Investment Research & Advisory Group, Inc.

2.23K

Jun 30, 26

+634

0.00%

BRYN MAWR TRUST Co

2.22K

Jun 30, 26

0.00%

BESSEMER GROUP INC

2.22K

Jun 30, 26

+2.02K

0.00%

Operose Advisors LLC

2.01K

Jun 30, 26

-230

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

1.96K

Jun 30, 26

0.00%

Pacific Center for Financial Services

1.92K

Jun 30, 26

0.00%

Retirement Wealth Solutions LLC

1.85K

Jun 30, 26

0.00%

Forum Finance Group S.A.

1.79K

Jun 30, 26

0.00%

Hickory Point Bank & Trust

1.79K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

1.74K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

1.65K

Jun 30, 26

-529

0.00%

DecisionPoint Financial, LLC

1.65K

Jun 30, 26

+25

0.00%

Godfrey Financial Associates, Inc.

1.50K

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

1.48K

Jun 30, 26

+1.48K

0.00%

Cassaday & Co Wealth Management LLC

1.47K

Jun 30, 26

0.00%

1.46K

Jun 30, 26

+1.46K

0.00%

SYM FINANCIAL Corp

1.44K

Jun 30, 26

0.00%

Capital Advisors, Ltd. LLC

1.42K

Jun 30, 26

0.00%

BOKF, NA

1.41K

Jun 30, 26

0.00%

JNBA Financial Advisors

1.39K

Jun 30, 26

+134

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

1.38K

Jun 30, 26

+239

0.00%

Paladin Advisory Group, LLC

1.33K

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

1.29K

Jun 30, 26

+75

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.29K

Jun 30, 26

+920

0.00%

FIRST COMMUNITY TRUST NA

1.29K

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

1.27K

Jun 30, 26

+1.27K

0.00%

Measured Wealth Private Client Group, LLC

1.24K

Jun 30, 26

-668

0.00%

HARBOR INVESTMENT ADVISORY, LLC

1.23K

Jun 30, 26

0.00%

FWL INVESTMENT MANAGEMENT, LLC

1.20K

Jun 30, 26

+197

0.00%

Dunhill Financial, LLC

1.20K

Jun 30, 26

-20

0.00%

American Capital Advisory, LLC

1.12K

Jun 30, 26

-340

0.00%

LifeSteps Financial, Inc.

1.12K

Jun 30, 26

+1.12K

0.00%

Tradewinds, LLC.

1.11K

Jun 30, 26

+1.11K

0.00%

Glen Eagle Advisors, LLC

1.05K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

1.04K

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

1.02K

Jun 30, 26

+15

0.00%

Arlington Trust Co LLC

1.01K

Jun 30, 26

0.00%

Bogart Wealth, LLC

1.00K

Jun 30, 26

0.00%

GABLES CAPITAL MANAGEMENT INC.

1.00K

Jun 30, 26

0.00%

Colonial Trust Advisors

995

Jun 30, 26

+995

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

994

Jun 30, 26

+994

0.00%

Prudent Man Investment Management, Inc.

970

Jun 30, 26

0.00%

PROSPERITY BANCSHARES INC

942

Jun 30, 26

0.00%

Private Wealth Management Group, LLC

904

Jun 30, 26

0.00%

CX Institutional

903

Jun 30, 26

-545

0.00%

VANGUARD ADVISERS INC

853

Jun 30, 26

+228

0.00%

Atlatl Advisers LLC

748

Jun 30, 26

+748

0.00%

Redwood Park Advisors LLC

717

Jun 30, 26

+11

0.00%

HAZLETT, BURT & WATSON, INC.

701

Jun 30, 26

+560

0.00%

Cornerstone Planning Group LLC

655

Jun 30, 26

+181

0.00%

Ancora Advisors, LLC

615

Jun 30, 26

0.00%

Montgomery Financial Services LLC

607

Jun 30, 26

+607

0.00%

Key FInancial Inc

576

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

560

Jun 30, 26

0.00%

CHILTON CAPITAL MANAGEMENT LLC

551

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

549

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

533

Jun 30, 26

+533

0.00%

Gunpowder Capital Management, LLC dba Oliver Wealth Management

532

Jun 30, 26

0.00%

Transce3nd, LLC

512

Jun 30, 26

0.00%

Glassman Wealth Services

500

Jun 30, 26

+333

0.00%

HORIZON FINANCIAL SERVICES, LLC

491

Jun 30, 26

0.00%

Abound Wealth Management

462

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

436

Jun 30, 26

+436

0.00%

Anchor Investment Management, LLC

407

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

400

Jun 30, 26

+400

0.00%

WHITTIER TRUST CO OF NEVADA INC

398

Jun 30, 26

0.00%

Oakworth Capital, Inc.

374

Jun 30, 26

+374

0.00%

Providence Capital Advisors, LLC

374

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

348

Jun 30, 26

0.00%

CHAPMAN FINANCIAL GROUP, LLC

330

Jun 30, 26

0.00%

HOWE & RUSLING INC

313

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

303

Jun 30, 26

0.00%

Fairway Wealth LLC

263

Jun 30, 26

+263

0.00%

TRUST CO OF TOLEDO NA /OH/

256

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

254

Jun 30, 26

+22

0.00%

Timmons Wealth Management, LLC

232

Jun 30, 26

-3

0.00%

Ritter Daniher Financial Advisory LLC / DE

225

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

223

Jun 30, 26

+223

0.00%

Hara Capital LLC

200

Jun 30, 26

0.00%

TRUST CO OF VERMONT

196

Jun 30, 26

+196

0.00%

GODSEY & GIBB, INC

181

Jun 30, 26

0.00%

CAMBIENT FAMILY OFFICE, LLC

176

Jun 30, 26

+176

0.00%

AMERICAN NATIONAL BANK

175

Jun 30, 26

0.00%

ZRC WEALTH MANAGEMENT, LLC

170

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

165

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

165

Jun 30, 26

0.00%

Breakwater Investment Management

145

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

140

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

129

Jun 30, 26

+129

0.00%

Buck Wealth Strategies, LLC

117

Jun 30, 26

+117

0.00%

Atlantic Edge Private Wealth Management, LLC

110

Jun 30, 26

+110

0.00%

Truvestments Capital LLC

104

Jun 30, 26

0.00%

Guardian Partners Inc.

100

Jun 30, 26

+100

0.00%

Merrithew & Thorsten Inc

Jun 30, 26

0.00%

Millstone Evans Group, LLC

Jun 30, 26

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

Jun 30, 26

+77

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

MONTAG A & ASSOCIATES INC

Jun 30, 26

+47

0.00%

GLENMEDE TRUST CO NA

Jun 30, 26

+46

0.00%

Synergy Investment Management, LLC

Jun 30, 26

0.00%

Trust Co

Jun 30, 26

+35

0.00%

Golden State Wealth Management, LLC

Jun 30, 26

+30

0.00%

Archer Investment Corp

Jun 30, 26

-127

0.00%

NorthAvenue LLC

Jun 30, 26

+25

0.00%

SWAN Capital LLC

Jun 30, 26

+19

0.00%

Newbridge Financial Services Group, Inc.

Jun 30, 26

+18

0.00%

Birchwood Financial Partners, Inc.

Jun 30, 26

+15

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

+11

0.00%

MANNING & NAPIER ADVISORS LLC

Jun 30, 26

0.00%

Citizens National Bank Trust Department

Jun 30, 26

0.00%

WPG Advisers, LLC

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

CITIGROUP INC

Jun 30, 26

0.00%

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-12.90K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-53.04K

CITADEL ADVISORS LLC

Jun 30, 26

-72.06K

HHM Wealth Advisors, LLC

Jun 30, 26

-279

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-177

VERITY Wealth Advisors

Jun 30, 26

-6.77K

HRT FINANCIAL LP

Jun 30, 26

-19.26K

Ronald Blue Trust, Inc.

Jun 30, 26

-8.53K

Smallwood Wealth Investment Management, LLC

Jun 30, 26

-362

Keebeck Wealth Management, LLC

Jun 30, 26

-3.79K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-916

Global Wealth Strategies & Associates

Jun 30, 26

-1

Wright Fund Management, LLC

Jun 30, 26

-19.05K

Sigma Planning Corp

Jun 30, 26

-4.12K

Qube Research & Technologies Ltd

Jun 30, 26

-1.00K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-1.05K

ARBOR TRUST WEALTH ADVISORS, LLC

Jun 30, 26

-4.13K

Anson Capital, Inc.

Jun 30, 26

-3.92K

Forthright Family Wealth Advisory LLC

Jun 30, 26

-11.74K

Western Wealth Management, LLC

Jun 30, 26

-175

VisionPoint Advisory Group, LLC

Jun 30, 26

-4.45K

LJI Wealth Management, LLC

Jun 30, 26

-10.68K

Reyes Financial Architecture, Inc.

Jun 30, 26

-2.19K

Sound Income Strategies, LLC

Jun 30, 26

-930

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-33.19K

SAPIENT CAPITAL LLC

Jun 30, 26

-5.29K

Gateway Wealth Partners, LLC

Jun 30, 26

-4.16K

EVOKE WEALTH, LLC

Jun 30, 26

-227.17K

D. E. Shaw & Co., Inc.

Jun 30, 26

-7.94K

Kingdom Financial Group LLC.

Jun 30, 26

-145

Strategic Wealth Advisors LLC

Jun 30, 26

-600

Lloyd Advisory Services, LLC.

Jun 30, 26

-145

Baer Investment Advisory LLC

Jun 30, 26

-7.69K

Catalytic Wealth RIA, LLC

Jun 30, 26

-11.81K

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-4.96K

Formidable Asset Management, LLC

Jun 30, 26

-12.40K

Foundations Investment Advisors, LLC

Jun 30, 26

-4.46K

OLD MISSION CAPITAL LLC

Jun 30, 26

-69.30K

MBM Wealth Consultants, LLC

Jun 30, 26

-2.31K

FAS Wealth Partners, Inc.

Jun 30, 26

-65

Basepoint Wealth LLC

Jun 30, 26

-1.29K

IHT Wealth Management, LLC

Jun 30, 26

-3.88K

Outbound Financial Inc

Jun 30, 26

-15.44K

Evanson Asset Management, LLC

1.40M

Mar 31, 26

+15.56K

0.40%

EXENCIAL WEALTH ADVISORS, LLC

1.08M

Mar 31, 26

+175.60K

0.31%

CWM, LLC

1.08M

Mar 31, 26

+112.19K

0.31%

TruWealth Advisors, LLC

713.55K

Mar 31, 26

+353.54K

0.21%

Premier Financial Group

705.16K

Mar 31, 26

-4.16K

0.20%

Financial Connections Group, Inc.

320.87K

Mar 31, 26

-11.51K

0.09%

SIGNET FINANCIAL MANAGEMENT, LLC

77.20K

Mar 31, 26

+1.75K

0.02%

U.S. Capital Wealth Advisors, LLC

64.09K

Mar 31, 26

+2.11K

0.02%

Red Tortoise LLC

45.38K

Mar 31, 26

+74

0.01%

GM Advisory Group, Inc.

5.27K

Mar 31, 26

0.00%

JOURNEY STRATEGIC WEALTH LLC

5.25K

Mar 31, 26

+742

0.00%

McIlrath & Eck, LLC

3.42K

Mar 31, 26

0.00%

SOL Capital Management CO

Mar 31, 26

-37.83K

Quent Long Short Global Small Cap Fund, LP

566.74K

Dec 31, 25

+566.74K

0.16%

FineMark National Bank & Trust

76.47K

Dec 31, 25

+43.85K

0.02%

Total Wealth Planning, LLC

45.09K

Dec 31, 25

-835.93K

0.01%

Running Point Capital Advisors, LLC

33.77K

Dec 31, 25

0.01%

COMERICA BANK

25.69K

Dec 31, 25

-329

0.01%

CIBC Private Wealth Group, LLC

12.41K

Dec 31, 25

+892

0.00%

MidWestOne Financial Group, Inc.

9.17K

Dec 31, 25

0.00%

Heritage Financial Services, LLC

8.65K

Dec 31, 25

0.00%

Litman Gregory Wealth Management LLC

7.25K

Dec 31, 25

-825

0.00%

Cadence Bank

4.94K

Dec 31, 25

-51

0.00%

O'Brien Wealth Partners LLC

4.88K

Dec 31, 25

+4.88K

0.00%

Motiv8 Investments LLC

1.73K

Dec 31, 25

+1.73K

0.00%

MGB Wealth Management, LLC

605

Dec 31, 25

+205

0.00%

Yeomans Consulting Group, Inc.

Dec 31, 25

-193.75K

PERRITT CAPITAL MANAGEMENT INC

Dec 31, 25

-203.48K

Willow Creek Wealth Management Inc.

732.36K

Sep 30, 25

-5.58K

0.21%

PBMares Wealth Management LLC

444.45K

Sep 30, 25

+4.57K

0.13%

Fortress Wealth Management, Inc.

361.96K

Sep 30, 25

+20.61K

0.10%

SYNOVUS FINANCIAL CORP

31.20K

Sep 30, 25

+18.57K

0.01%

FIRST NATIONAL CORP /MA/ /ADV

14.77K

Sep 30, 25

0.00%

Hemington Wealth Management

11.58K

Sep 30, 25

0.00%

PINNACLE FINANCIAL PARTNERS INC

8.34K

Sep 30, 25

0.00%

WETHERBY ASSET MANAGEMENT INC

6.44K

Sep 30, 25

0.00%

Full Sail Capital, LLC

6.21K

Sep 30, 25

+6.21K

0.00%

Vishria Bird Financial Group, LLC

5.10K

Sep 30, 25

+5.10K

0.00%

Pineridge Advisors LLC

383

Sep 30, 25

0.00%

Efficient Frontier Advisors LLC

577.94K

Jun 30, 25

-10.46K

0.17%

KRAFT ASSET MANAGEMENT, LLC

242.48K

Jun 30, 25

-20.07K

0.07%

Blue Oak Capital, LLC

103.92K

Jun 30, 25

-18.08K

0.03%

Martin Worley Group

81.94K

Jun 30, 25

+8.83K

0.02%

AVANTAX ADVISORY SERVICES, INC.

54.98K

Jun 30, 25

+13.51K

0.02%

Parkworth Wealth Management, Inc.

35.16K

Jun 30, 25

-699

0.01%

PrairieView Partners, LLC

21.71K

Jun 30, 25

+4.01K

0.01%

Jentner Corp

21.33K

Jun 30, 25

-21.91K

0.01%

Good Life Advisors, LLC

19.97K

Jun 30, 25

+161

0.01%

FUTURE YOU WEALTH LLC

18.77K

Jun 30, 25

0.01%

Kaye Capital Management

17.39K

Jun 30, 25

-8.92K

0.01%

Benchmark Wealth Management, LLC

13.72K

Jun 30, 25

+4.24K

0.00%

Congress Wealth Management LLC / DE /

11.57K

Jun 30, 25

+523

0.00%

Semmax Financial Advisors Inc.

222

Jun 30, 25

+222

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-9

Aveo Capital Partners, LLC

164.14K

Mar 31, 25

+14.80K

0.05%

Lane & Associates LLC

153.26K

Mar 31, 25

-7.60K

0.04%

Vista Wealth Management Group, LLC

72.09K

Mar 31, 25

+11

0.02%

Marcum Wealth, LLC

25.48K

Mar 31, 25

+68

0.01%

Orion Portfolio Solutions, LLC

20.60K

Mar 31, 25

+6.41K

0.01%

Sandy Spring Bank

10.91K

Mar 31, 25

+968

0.00%

BluePointe Capital Management, LLC

6.15K

Mar 31, 25

+6.15K

0.00%

Safeguard Financial, LLC

5.29K

Mar 31, 25

-3.21K

0.00%

Merriman Wealth Management, LLC

669.88K

Dec 31, 24

-1.95K

0.19%

M Financial Asset Management, Inc.

114.51K

Dec 31, 24

-13.13K

0.03%

Carlson Capital Management

104.96K

Dec 31, 24

+12.47K

0.03%

Riggs Capital Management LLC

27.96K

Dec 31, 24

+27.96K

0.01%

Cassady Schiller Wealth Management, LLC

12.41K

Dec 31, 24

+2.25K

0.00%

Private Portfolio Partners LLC

10.12K

Dec 31, 24

+800

0.00%

Householder Group Estate & Retirement Specialist, LLC

2.21K

Dec 31, 24

+132

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

857

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

1.86M

Sep 30, 24

+136.74K

0.54%

RAYMOND JAMES & ASSOCIATES

300.14K

Sep 30, 24

+29.15K

0.09%

Axiom Advisory, LLC

76.86K

Sep 30, 24

+2.58K

0.02%

RAYMOND JAMES TRUST N.A.

37.83K

Sep 30, 24

+981

0.01%

Advisory Services & Investments, LLC

16.94K

Sep 30, 24

-626

0.00%

NORTHWEST INVESTMENT COUNSELORS, LLC

160

Sep 30, 24

+160

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

11.17M

Jun 30, 24

-115.42K

3.22%

FMFE Wealth Management, LLC

374.25K

Jun 30, 24

+10.07K

0.11%

Private Ocean, LLC

77.70K

Jun 30, 24

-2.59K

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+68

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-1.02M

ML & R WEALTH MANAGEMENT LLC

823.60K

Mar 31, 24

-70.29K

0.24%

Cetera Advisor Networks LLC

426.08K

Mar 31, 24

+58.18K

0.12%

SOUNDMARK WEALTH MANAGEMENT, LLC

67.59K

Mar 31, 24

-370

0.02%

Syntal Capital Partners, LLC

18.81K

Mar 31, 24

+18.81K

0.01%

Cetera Advisors LLC

18.76K

Mar 31, 24

+8.25K

0.01%

Bromfield Sneider Wealth Advisors

10.43K

Mar 31, 24

+889

0.00%

RESOURCE CONSULTING GROUP INC

2.31M

Dec 31, 23

+51.04K

0.67%

Paragon Wealth Strategies, LLC

1.25M

Dec 31, 23

+1.25M

0.36%

Bridgeworth, LLC

389.58K

Dec 31, 23

-1.86K

0.11%

Resource Planning Group

32.20K

Dec 31, 23

+32.20K

0.01%

DFPG INVESTMENTS, LLC

20.94K

Dec 31, 23

-6.13K

0.01%

Curi Wealth Management, LLC

8.49K

Dec 31, 23

+78

0.00%

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

5.90K

Dec 31, 23

+5.90K

0.00%

Bartlett & Co. LLC

4.03K

Dec 31, 23

+1.78K

0.00%

Baystate Wealth Management LLC

Dec 31, 23

+54

0.00%

PATHSTONE FAMILY OFFICE, LLC

383.08K

Sep 30, 23

-36.17K

0.11%

BRIGGS ADVISORY GROUP, INC.

151.92K

Sep 30, 23

+4.84K

0.04%

BEDEL FINANCIAL CONSULTING INC

77.85K

Sep 30, 23

+77.85K

0.02%

3D/L Capital Management, LLC

63.83K

Sep 30, 23

-361

0.02%

WealthOne, LLC

14.54K

Sep 30, 23

+27

0.00%

Steward Financial Group LLC

11.26K

Sep 30, 23

+11.26K

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-24.18K

First Command Financial Services, Inc.

387.62K

Jun 30, 23

+387.62K

0.11%

First Command Bank

387.62K

Jun 30, 23

+387.62K

0.11%

Relaxing Retirement Coach

121.49K

Jun 30, 23

+11.29K

0.04%

LEO BROKERAGE, LLC

7.63K

Jun 30, 23

-412

0.00%

Lumature Wealth Partners, LLC

2.36K

Jun 30, 23

+2.36K

0.00%

Baldrige Asset Management LLC

44.38K

Mar 31, 23

+1.23K

0.01%

Brainard Capital Management LLC

29.56K

Mar 31, 23

+133

0.01%

Equius Partners, Inc.

1.95M

Dec 31, 22

-134.13K

0.56%

Sanford Advisory Services, LLC

207.80K

Dec 31, 22

+42.71K

0.06%

Integrity Advisory, LLC

26.66K

Dec 31, 22

+15.85K

0.01%

RESOLUTE FINANCIAL, LLC

21.66K

Dec 31, 22

+21.66K

0.01%

Laurel Wealth Advisors, Inc.

10.07K

Dec 31, 22

+10.07K

0.00%

BALASA DINVERNO & FOLTZ LLC

1.27M

Sep 30, 22

-3.47K

0.37%

WIPFLI FINANCIAL ADVISORS LLC,

1.23M

Sep 30, 22

-152.25K

0.35%

DOWLING & YAHNKE LLC

811.81K

Sep 30, 22

-15.36K

0.23%

CPWM, LLC

65.93K

Sep 30, 22

+40.64K

0.02%

55I, LLC

37.15K

Sep 30, 22

+37.15K

0.01%

RGT Wealth Advisors, LLC

37.01K

Sep 30, 22

-13.77K

0.01%

BLUESTEIN R H & CO LLC

21.66K

Sep 30, 22

-4.94K

0.01%

MUFG Americas Holdings Corp

18.41K

Sep 30, 22

0.01%

Covington Capital Management

6.55K

Sep 30, 22

-94

0.00%

American Portfolios Advisors

1.44K

Sep 30, 22

0.00%

Bell Rock Capital LLC

Sep 30, 22

-69.97K

ACG Wealth

Sep 30, 22

-43

ADVISOR PARTNERS LLC

11.50K

Jun 30, 22

+148

0.00%

Lake Point Wealth Management

334

Jun 30, 22

+334

0.00%

Dixon Hughes Goodman Wealth Advisors LLC

657.94K

Mar 31, 22

-6.78K

0.19%

KEYSTONE WEALTH PARTNERS

300.63K

Mar 31, 22

+33.37K

0.09%

People's United Financial, Inc.

180.08K

Mar 31, 22

-47.19K

0.05%

PARAMETRIC PORTFOLIO ASSOCIATES LLC

6.57K

Mar 31, 22

+12

0.00%

Windsor Creek Advisors, LLC

20.00K

Dec 31, 21

+20.00K

0.01%

MANAGED ACCOUNT SERVICES INC

46.03K

Sep 30, 21

+46.03K

0.01%