How do I set a price alert for DFNM?

To set a DFNM price alert on Stock Alarm Pro, navigate to the DFNM quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for DFNM?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for DFNM. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for DFNM?

Stock Alarm Pro supports over 125 trigger types for DFNM: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about DFNM price changes?

DFNM alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for DFNM alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for DFNM and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

DFNM Institutional Ownership & 13F Filings

Dimensional - National Municipal Bond ETF(DFNM)

$46.06—Stale · unknown old

WatchlistAsk SA Chart

Dimensional - National Municipal Bond ETF(DFNM)

NYSE • Last print unknown ago

$46.06—Stale · unknown old

WatchlistAsk SA Chart Studio

DFNM(DFNM)

DFNM

Institutional Ownership

Top 340 Institutional Holders

Holder	Shares	Date	Change	% Held
Colony Group, LLC	5.07M	Jun 30, 26	+847.78K	10.83%
Truepoint, Inc.	3.21M	Jun 30, 26	+116.00K	6.86%
Buckingham Strategic Partners	1.65M	Jun 30, 26	+443.44K	3.52%
Apella Capital, LLC	1.59M	Jun 30, 26	+270.73K	3.40%
Foster Group, Inc.	1.48M	Jun 30, 26	+23.18K	3.17%
Symmetry Partners, LLC	1.29M	Jun 30, 26	-31.73K	2.75%
GeoWealth Management, LLC	1.06M	Jun 30, 26	+174.26K	2.25%
Rather & Kittrell, Inc.	939.12K	Jun 30, 26	+44.95K	2.01%
Sequoia Financial Advisors, LLC	896.16K	Jun 30, 26	+16.14K	1.91%
Pathstone Holdings, LLC	808.79K	Jun 30, 26	+20.55K	1.73%
Beaird Harris Wealth Management, LLC	796.38K	Jun 30, 26	+681	1.70%
MBL Wealth, LLC	776.50K	Jun 30, 26	+36.77K	1.66%
AWM CAPITAL, LLC	725.05K	Jun 30, 26	+6.59K	1.55%
COMMONWEALTH EQUITY SERVICES, LLC	672.03K	Jun 30, 26	+18.64K	1.43%
RAM Investment Partners, LLC	583.60K	Jun 30, 26	+67.16K	1.25%
LPL Financial LLC	578.75K	Jun 30, 26	+60.19K	1.24%
Graves Light Lenhart Wealth, Inc.	556.65K	Jun 30, 26	+73.86K	1.19%
Mattern Wealth Management LLC	548.88K	Jun 30, 26	+18.63K	1.17%
Waterford Advisors, LLC	545.34K	Jun 30, 26	+9.00K	1.16%
BANK OF AMERICA CORP /DE/	481.18K	Jun 30, 26	+62.66K	1.03%
ASPIRIANT, LLC	432.60K	Jun 30, 26	+3.86K	0.92%
HFM Investment Advisors, LLC	428.71K	Jun 30, 26	+70.52K	0.92%
Savant Capital, LLC	376.01K	Jun 30, 26	+65.27K	0.80%
Austin Wealth Management, LLC	364.91K	Jun 30, 26	+37.58K	0.78%
Vestment Financial LLC	351.96K	Jun 30, 26	+31.43K	0.75%
ASSETMARK, INC	350.60K	Jun 30, 26	+18.00K	0.75%
Yardley Wealth Management LLC	328.19K	Jun 30, 26	+7.57K	0.70%
Wheelhouse Advisory Group LLC	318.36K	Jun 30, 26	+41.42K	0.68%
HighTower Advisors, LLC	290.19K	Jun 30, 26	-299.25K	0.62%
Resonant Capital Advisors, LLC	280.89K	Jun 30, 26	+10.44K	0.60%
Brady Martz Wealth Solutions, LLC	272.90K	Jun 30, 26	+25.19K	0.58%
Strathmore Capital Advisors, Inc.	255.57K	Jun 30, 26	-15.30K	0.55%
DOPKINS WEALTH MANAGEMENT, LLC	247.40K	Jun 30, 26	+7.48K	0.53%
Vested Financial Planning, LLC	245.08K	Jun 30, 26	+42.46K	0.52%
Allworth Financial LP	237.53K	Jun 30, 26	+9.91K	0.51%
ENTREWEALTH, LLC	233.43K	Jun 30, 26	+19.62K	0.50%
ADVISOR GROUP HOLDINGS, INC.	230.57K	Jun 30, 26	+168.78K	0.49%
West Financial Advisors, LLC	215.66K	Jun 30, 26	+13.72K	0.46%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	212.33K	Jun 30, 26	+3.96K	0.45%
55 North Private Wealth, LLC	211.72K	Jun 30, 26	+93.01K	0.45%
Integrated Wealth Concepts LLC	206.69K	Jun 30, 26	+1.99K	0.44%
ENVESTNET ASSET MANAGEMENT INC	203.46K	Jun 30, 26	+64.86K	0.43%
Plancorp, LLC	201.95K	Jun 30, 26	+26.00K	0.43%
Citrine Capital LLC	200.89K	Jun 30, 26	+8.01K	0.43%
Guardian Wealth Management, LLC	198.01K	Jun 30, 26	+11.13K	0.42%
25 LLC	195.42K	Jun 30, 26	-12.65K	0.42%
CONFLUENCE INVESTMENT MANAGEMENT LLC	189.63K	Jun 30, 26	-15.73K	0.40%
Outbound Financial Inc	188.50K	Jun 30, 26	+20.48K	0.40%
VESTIA PERSONAL WEALTH ADVISORS	178.24K	Jun 30, 26	+30.47K	0.38%
Porter White Investment Advisors, Inc.	176.59K	Jun 30, 26	+6.60K	0.38%
Forza Wealth Management, LLC	174.20K	Jun 30, 26	+76.70K	0.37%
Compass Financial Group, Inc.	164.51K	Jun 30, 26	-876	0.35%
RW Investment Management LLC	164.21K	Jun 30, 26	-1.66K	0.35%
Mills Wealth Advisors LLC	164.03K	Jun 30, 26	+34.21K	0.35%
Concurrent Investment Advisors, LLC	162.60K	Jun 30, 26	-29.56K	0.35%
JPMORGAN CHASE & CO	153.32K	Jun 30, 26	+17.79K	0.33%
Optimus Capital Advisors, LLC	152.32K	Jun 30, 26	+1.02K	0.33%
Core Wealth Management, Inc.	150.59K	Jun 30, 26	+12.26K	0.32%
MARYLAND CAPITAL ADVISORS INC.	149.26K	Jun 30, 26	+149.26K	0.32%
United Wealth Management, LLC	138.32K	Jun 30, 26	+5.05K	0.30%
COLLECTIVE FAMILY OFFICE LLC	121.90K	Jun 30, 26	+5.40K	0.26%
MERCER GLOBAL ADVISORS INC /ADV	119.16K	Jun 30, 26	+30.89K	0.25%
Kings Path Partners LLC	118.32K	Jun 30, 26	+92.64K	0.25%
Johnson Wealth Management, LLC	116.66K	Jun 30, 26	+1.28K	0.25%
BCO Wealth Management LLC	112.14K	Jun 30, 26	+3.86K	0.24%
Verus Financial Partners, Inc.	108.31K	Jun 30, 26	+12.53K	0.23%
Root Financial Partners, LLC	107.26K	Jun 30, 26	+30.67K	0.23%
Tillman Hartley LLC	106.02K	Jun 30, 26	+4.17K	0.23%
SENTINEL WEALTH MANAGEMENT, INC.	102.66K	Jun 30, 26	-192	0.22%
MAINSAIL ASSET MANAGEMENT, LLC	102.19K	Jun 30, 26	+721	0.22%
American Investment Services, Inc.	98.54K	Jun 30, 26	+523	0.21%
Elequin Securities, LLC	91.48K	Jun 30, 26	+91.48K	0.20%
DiNuzzo Private Wealth, Inc.	88.25K	Jun 30, 26	+2.15K	0.19%
CI Private Wealth, LLC	81.86K	Jun 30, 26	+68	0.17%
Washington Trust Advisors, Inc.	80.86K	Jun 30, 26	-1.22K	0.17%
Aurelius Family Office LLC	80.66K	Jun 30, 26	+11.13K	0.17%
Wescott Financial Advisory Group, LLC	79.33K	Jun 30, 26	-962	0.17%
Vise Technologies, Inc.	77.71K	Jun 30, 26	+37.66K	0.17%
STIFEL FINANCIAL CORP	77.05K	Jun 30, 26	-5.90K	0.16%
MB Generational Wealth, LLC	75.94K	Jun 30, 26	+19.14K	0.16%
Private Advisor Group, LLC	75.61K	Jun 30, 26	+16.34K	0.16%
QUARRY HILL ADVISORS, LLC	75.10K	Jun 30, 26	+7.21K	0.16%
Helen Stephens Group, LLC	75.03K	Jun 30, 26	-29.39K	0.16%
Vermillion Wealth Management, Inc.	73.63K	Jun 30, 26	+4.55K	0.16%
SCRATCH CAPITAL LLC	70.46K	Jun 30, 26	-3.05K	0.15%
Baker Avenue Asset Management, LP	69.54K	Jun 30, 26	+6.06K	0.15%
Modera Wealth Management, LLC	69.13K	Jun 30, 26	-1.66K	0.15%
BWM Planning, LLC	68.66K	Jun 30, 26	+8.72K	0.15%
TRUIST FINANCIAL CORP	68.39K	Jun 30, 26	+1.44K	0.15%
E-Wealth Partners, LLC	67.30K	Jun 30, 26	-30.10K	0.14%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	64.32K	Jun 30, 26	-5.68K	0.14%
JACKSON THORNTON ASSET MANAGEMENT, LLC	63.11K	Jun 30, 26	+20.72K	0.13%
Summit Wealth Group, LLC	61.83K	Jun 30, 26	-2.96K	0.13%
Note Advisors, LLC	61.50K	Jun 30, 26	+3.78K	0.13%
Tassel Capital Management, Inc.	61.18K	Jun 30, 26	-1.14K	0.13%
TANDEMGROWTH FINANCIAL ADVISORS LLC	61.13K	Jun 30, 26	-959	0.13%
GEM Asset Management, LLC	60.86K	Jun 30, 26	-201	0.13%
Platform Wealth Management, LLC	57.06K	Jun 30, 26	+57.06K	0.12%
Financial Engines Advisors L.L.C.	56.89K	Jun 30, 26	+8.49K	0.12%
PARK AVENUE SECURITIES LLC	56.11K	Jun 30, 26	+10.65K	0.12%
Delap Wealth Advisory, LLC	55.85K	Jun 30, 26	+41.85K	0.12%
Meredith Wealth Planning	55.53K	Jun 30, 26	+6.31K	0.12%
FF Advisors,LLC	55.19K	Jun 30, 26	--	0.12%
Kestra Advisory Services, LLC	53.73K	Jun 30, 26	+5.99K	0.11%
Hiley Hunt Wealth Management	51.89K	Jun 30, 26	+172	0.11%
Waverly Advisors, LLC	48.13K	Jun 30, 26	-1.89K	0.10%
Concord Wealth Partners	46.69K	Jun 30, 26	+2.52K	0.10%
Heritage Wealth Management, Inc. /CA/	45.50K	Jun 30, 26	+7.62K	0.10%
SAX WEALTH ADVISORS, LLC	45.08K	Jun 30, 26	+3.88K	0.10%
Warburton Capital Management, LLC	44.17K	Jun 30, 26	+801	0.09%
LEGACY FINANCIAL GROUP, INC.	43.74K	Jun 30, 26	-12.67K	0.09%
Verisail Partners, LLC	43.27K	Jun 30, 26	-6.12K	0.09%
XY Planning Network, Inc.	43.09K	Jun 30, 26	+10.38K	0.09%
New Dimensions Wealth Management, LLC	42.76K	Jun 30, 26	+17.03K	0.09%
Paul Damon & Associates, Inc.	42.47K	Jun 30, 26	+3.80K	0.09%
Timonier Family Office, LTD.	40.39K	Jun 30, 26	+40.39K	0.09%
CARY STREET PARTNERS FINANCIAL LLC	40.15K	Jun 30, 26	-1.50K	0.09%
SEI INVESTMENTS CO	39.91K	Jun 30, 26	+4.05K	0.09%
Shearwater Capital LLC	39.79K	Jun 30, 26	-4.33K	0.08%
Pure Financial Advisors, LLC	39.13K	Jun 30, 26	-426	0.08%
NORTHWEST WEALTH MANAGEMENT, LLC	38.49K	Jun 30, 26	+1.41K	0.08%
Farther Finance Advisors, LLC	38.48K	Jun 30, 26	+770	0.08%
GREAT OAK CAPITAL PARTNERS, LLC	37.72K	Jun 30, 26	+1.13K	0.08%
JONES FINANCIAL COMPANIES LLLP	37.64K	Jun 30, 26	+8.68K	0.08%
Hartmann Taylor Wealth Management, LLC	37.25K	Jun 30, 26	--	0.08%
White Wing Wealth Management	36.65K	Jun 30, 26	+27.22K	0.08%
SwitchPoint Financial Planning, LLC	36.59K	Jun 30, 26	-4.34K	0.08%
ELEVATE WEALTH ADVISORY, INC	36.35K	Jun 30, 26	-288	0.08%
Landmark Wealth Management, LLC	35.72K	Jun 30, 26	-1.13K	0.08%
PENNEY FINANCIAL, LLC	35.45K	Jun 30, 26	-61.58K	0.08%
RAYMOND JAMES FINANCIAL INC	35.25K	Jun 30, 26	+7.78K	0.08%
Evanson Financial, LLC	35.04K	Jun 30, 26	+35.04K	0.07%
Resources Investment Advisors, LLC.	34.90K	Jun 30, 26	+8.69K	0.07%
GREAT VALLEY ADVISOR GROUP, INC.	34.43K	Jun 30, 26	+108	0.07%
Triune Financial Partners, LLC	34.23K	Jun 30, 26	+10.99K	0.07%
Signature Resources Capital Management, LLC	33.55K	Jun 30, 26	+5.34K	0.07%
Betterment LLC	33.53K	Jun 30, 26	+5.88K	0.07%
IFP Advisors, Inc	33.15K	Jun 30, 26	+9.87K	0.07%
Wheels Up Wealth, Inc.	32.90K	Jun 30, 26	+124	0.07%
Smartleaf Asset Management LLC	32.86K	Jun 30, 26	--	0.07%
One Capital Management, LLC	32.81K	Jun 30, 26	--	0.07%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	31.24K	Jun 30, 26	-456	0.07%
WPWealth LLP	30.48K	Jun 30, 26	+2.05K	0.07%
HB Wealth Management, LLC	29.78K	Jun 30, 26	-26.05K	0.06%
One Degree Advisors Inc	29.61K	Jun 30, 26	+540	0.06%
NewEdge Advisors, LLC	29.18K	Jun 30, 26	-748	0.06%
MATHER GROUP, LLC.	28.85K	Jun 30, 26	-11.98K	0.06%
Capstone Wealth Management, LLC	28.84K	Jun 30, 26	+4.28K	0.06%
Kane Co Wealth Management, Inc.	27.75K	Jun 30, 26	-9.56K	0.06%
Sterling Wealth Management, Inc.	27.66K	Jun 30, 26	-282	0.06%
JANE STREET GROUP, LLC	26.95K	Jun 30, 26	+4.17K	0.06%
Logan Stone Capital, LLC	26.85K	Jun 30, 26	+26.85K	0.06%
Quantinno Capital Management LP	26.56K	Jun 30, 26	+21.42K	0.06%
CogentBlue Wealth Advisors, LLC	25.98K	Jun 30, 26	+2.27K	0.06%
HEFFERNAN ADVISORY, INC	25.93K	Jun 30, 26	+1.03K	0.06%
ArborFi Advisors, LLC	25.52K	Jun 30, 26	+4.76K	0.05%
CLARIS ADVISORS, LLC / MO /	25.20K	Jun 30, 26	+2.50K	0.05%
Applied Capital LLC	25.04K	Jun 30, 26	+16	0.05%
Financial Plan, Inc.	24.57K	Jun 30, 26	+8.82K	0.05%
Pacific Asset Management, LLC	23.25K	Jun 30, 26	-62	0.05%
BDFS Capital LLC	23.23K	Jun 30, 26	+10.47K	0.05%
Blume Capital Management, Inc.	22.68K	Jun 30, 26	--	0.05%
Pioneer Wealth Management Group	22.60K	Jun 30, 26	+22.60K	0.05%
DEMMING FINANCIAL SERVICES CORP /ADV	22.55K	Jun 30, 26	-7.92K	0.05%
Investmark Advisory Group LLC	22.25K	Jun 30, 26	+1	0.05%
Beacon Pointe Advisors, LLC	21.45K	Jun 30, 26	+490	0.05%
Vistica Wealth Advisors, LLC	21.08K	Jun 30, 26	+15.64K	0.05%
KEB ASSET MANAGEMENT, LLC	20.49K	Jun 30, 26	+634	0.04%
Aegis Wealth Management LLC	20.40K	Jun 30, 26	+2.50K	0.04%
Cogent Private Wealth, Inc.	19.97K	Jun 30, 26	--	0.04%
Safeguard Investment Advisory Group, LLC	19.70K	Jun 30, 26	+1.27K	0.04%
Sterling Wealth Advisors Inc	19.51K	Jun 30, 26	+405	0.04%
COGENT STRATEGIC WEALTH LLC	19.20K	Jun 30, 26	+3.52K	0.04%
Partners in Financial Planning	19.11K	Jun 30, 26	+3.15K	0.04%
Cambridge Investment Research Advisors, Inc.	18.61K	Jun 30, 26	-79	0.04%
Generations Wealth, LLC	18.60K	Jun 30, 26	-11.50K	0.04%
Ponta Wealth Partners, LLC	18.09K	Jun 30, 26	-336	0.04%
ROBERTS GLORE & CO INC /IL/	17.73K	Jun 30, 26	--	0.04%
Wealthcare Advisory Partners LLC	17.25K	Jun 30, 26	-16.48K	0.04%
MML INVESTORS SERVICES, LLC	17.08K	Jun 30, 26	+4.47K	0.04%
PHILLIPS FINANCIAL MANAGEMENT, LLC	16.91K	Jun 30, 26	-3.65K	0.04%
JP Wealth Management, Inc.	16.87K	Jun 30, 26	--	0.04%
JDH Wealth Management, LLC	16.85K	Jun 30, 26	+2.74K	0.04%
Friday Financial	16.72K	Jun 30, 26	+2.91K	0.04%
Crews Bank & Trust	15.68K	Jun 30, 26	--	0.03%
Physician Wealth Advisors, Inc.	15.42K	Jun 30, 26	+130	0.03%
WILEY BROS.-AINTREE CAPITAL, LLC	15.40K	Jun 30, 26	--	0.03%
Disciplined Investments, LLC	15.28K	Jun 30, 26	+1.56K	0.03%
Anson Capital, Inc.	14.98K	Jun 30, 26	+4.31K	0.03%
HBE Wealth Management, LLC	14.84K	Jun 30, 26	+14.84K	0.03%
Integrity Wealth Solutions LLC	14.62K	Jun 30, 26	-283	0.03%
Physician Wealth Solutions Inc.	14.39K	Jun 30, 26	-517	0.03%
SpringVest Wealth Management LLC	13.46K	Jun 30, 26	+2.08K	0.03%
FIFTH THIRD BANCORP	13.01K	Jun 30, 26	-1.41K	0.03%
INTEGRATED WEALTHCARE, LLC	12.93K	Jun 30, 26	+171	0.03%
Glass Jacobson Investment Advisors llc	12.28K	Jun 30, 26	+88	0.03%
Broadhurst Jeffrey B	12.00K	Jun 30, 26	-32.62K	0.03%
MOSAIC FAMILY WEALTH PARTNERS, LLC	11.42K	Jun 30, 26	+243	0.02%
Iowa State Bank	11.27K	Jun 30, 26	--	0.02%
Kaufman Rossin Wealth, LLC	11.24K	Jun 30, 26	+4.17K	0.02%
Burk Holdings LLC	11.01K	Jun 30, 26	+1.76K	0.02%
Western Wealth Management, LLC	10.90K	Jun 30, 26	--	0.02%
Jacobi Capital Management LLC	10.87K	Jun 30, 26	+77	0.02%
CVA Family Office, LLC	10.79K	Jun 30, 26	--	0.02%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	10.78K	Jun 30, 26	+10.78K	0.02%
Copper Harbor Investment Advisors, LLC	10.62K	Jun 30, 26	+10.62K	0.02%
ROYAL BANK OF CANADA	10.57K	Jun 30, 26	+2.49K	0.02%
Burton Enright Welch	10.53K	Jun 30, 26	+349	0.02%
Foundations Investment Advisors, LLC	10.50K	Jun 30, 26	+1.93K	0.02%
Beta Wealth Group, Inc.	10.36K	Jun 30, 26	+1.04K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	10.28K	Jun 30, 26	+2.07K	0.02%
Foundry Financial LLC	10.07K	Jun 30, 26	-112	0.02%
Life Planning Partners, Inc	9.78K	Jun 30, 26	-286	0.02%
Meridian Wealth Management, LLC	9.77K	Jun 30, 26	-266	0.02%
Noble Wealth Partners LLC	9.54K	Jun 30, 26	+9.54K	0.02%
Eldridge Investment Advisors, Inc.	9.48K	Jun 30, 26	-419	0.02%
DecisionPoint Financial, LLC	9.34K	Jun 30, 26	--	0.02%
Oath Planning, LLC	9.28K	Jun 30, 26	+1.96K	0.02%
Aptus Capital Advisors, LLC	9.01K	Jun 30, 26	+819	0.02%
Acorn Wealth Advisors, LLC	8.80K	Jun 30, 26	-104	0.02%
MORGAN STANLEY	8.73K	Jun 30, 26	+1	0.02%
FORTERIS WEALTH MANAGEMENT INC.	8.71K	Jun 30, 26	-2.05K	0.02%
TABLEAUX LLC	8.70K	Jun 30, 26	-1.15K	0.02%
Beckerman Institutional, LLC	8.70K	Jun 30, 26	-807	0.02%
Vantage Point Financial LLC	8.65K	Jun 30, 26	+29	0.02%
Five Oceans Advisors	8.61K	Jun 30, 26	-1.01K	0.02%
Legacy Capital Wealth Partners, LLC	8.38K	Jun 30, 26	+59	0.02%
CHOREO, LLC	8.33K	Jun 30, 26	-33	0.02%
Savvy Advisors, Inc.	8.04K	Jun 30, 26	+558	0.02%
Rehmann Capital Advisory Group	8.02K	Jun 30, 26	--	0.02%
Squire Investment Management Company, LLC	7.95K	Jun 30, 26	+1.73K	0.02%
Nuveen, LLC	7.84K	Jun 30, 26	+7.84K	0.02%
Stewardship Advisors, LLC	7.83K	Jun 30, 26	+7.83K	0.02%
Merit Financial Group, LLC	7.65K	Jun 30, 26	-27	0.02%
Merited Wealth, LLC	7.59K	Jun 30, 26	-4.92K	0.02%
Avestar Capital, LLC	7.47K	Jun 30, 26	--	0.02%
Seaside Wealth Management, Inc.	7.40K	Jun 30, 26	+1.45K	0.02%
IFG Advisory, LLC	7.32K	Jun 30, 26	+7.32K	0.02%
Inspire Advisors, LLC	7.29K	Jun 30, 26	+52	0.02%
Tower Research Capital LLC (TRC)	7.26K	Jun 30, 26	+7.26K	0.02%
Arkadios Wealth Advisors	7.23K	Jun 30, 26	+2.01K	0.02%
V2 Financial group LLC	6.96K	Jun 30, 26	+6.96K	0.01%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	6.91K	Jun 30, 26	+771	0.01%
Investment Advisory Group, LLC	6.82K	Jun 30, 26	+618	0.01%
Midwest Trust Co	6.77K	Jun 30, 26	-113	0.01%
Strategic Investment Solutions, Inc. /IL	6.63K	Jun 30, 26	-309	0.01%
Colonial Trust Co / SC	6.38K	Jun 30, 26	-82	0.01%
Oceanside Advisors LLC	6.37K	Jun 30, 26	-1.29K	0.01%
Pinnacle Financial Group, LLC / IL	6.23K	Jun 30, 26	--	0.01%
Leading Edge Financial Planning LLC	6.16K	Jun 30, 26	+6.16K	0.01%
VERUS CAPITAL PARTNERS, LLC	6.07K	Jun 30, 26	+168	0.01%
Argent Trust Co	6.00K	Jun 30, 26	--	0.01%
Envision Financial Planning, LLC	5.93K	Jun 30, 26	+51	0.01%
IHT Wealth Management, LLC	5.79K	Jun 30, 26	+5.79K	0.01%
Level Financial Advisors, Inc.	5.78K	Jun 30, 26	--	0.01%
Creative Capital Management Investments LLC	5.73K	Jun 30, 26	-1.48K	0.01%
Apollon Financial, LLC	5.71K	Jun 30, 26	+589	0.01%
KFG WEALTH MANAGEMENT, LLC	5.47K	Jun 30, 26	+25	0.01%
Csenge Advisory Group	5.47K	Jun 30, 26	+159	0.01%
Vigil Wealth Management, LLC	5.32K	Jun 30, 26	+5.32K	0.01%
HANOVER ADVISORS INC	5.27K	Jun 30, 26	--	0.01%
BIRCH FINANCIAL GROUP, LLC	5.13K	Jun 30, 26	+5.13K	0.01%
Henrickson Nauta Wealth Advisors, Inc.	4.74K	Jun 30, 26	+4.74K	0.01%
US BANCORP \DE\	4.57K	Jun 30, 26	--	0.01%
Trajan Wealth LLC	4.50K	Jun 30, 26	+4.50K	0.01%
Creative Planning	4.44K	Jun 30, 26	+4.44K	0.01%
Navigoe, LLC	4.31K	Jun 30, 26	--	0.01%
BLUELINE ADVISORS LLC	3.85K	Jun 30, 26	+710	0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	3.56K	Jun 30, 26	+598	0.01%
Ameritas Investment Partners, Inc.	3.35K	Jun 30, 26	+24	0.01%
Innovative Asset Advisors Group, LLC	3.26K	Jun 30, 26	+3.26K	0.01%
Medallion Wealth Advisors, LLC	2.58K	Jun 30, 26	+74	0.01%
Global Retirement Partners, LLC	2.15K	Jun 30, 26	+2.15K	0.00%
HARBOUR INVESTMENTS, INC.	1.84K	Jun 30, 26	--	0.00%
Nemes Rush Group LLC	1.67K	Jun 30, 26	+12	0.00%
Qube Research & Technologies Ltd	1.48K	Jun 30, 26	+1.48K	0.00%
City State Bank	1.04K	Jun 30, 26	+1	0.00%
SJS Investment Consulting Inc.	710	Jun 30, 26	--	0.00%
Rossby Financial, LCC	671	Jun 30, 26	-45	0.00%
Parallel Advisors, LLC	481	Jun 30, 26	+4	0.00%
MPWM ADVISORY SOLUTIONS, LLC	412	Jun 30, 26	--	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	391	Jun 30, 26	+391	0.00%
AdvisorNet Financial, Inc	318	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	317	Jun 30, 26	+2	0.00%
RHL GROUP, LLC	260	Jun 30, 26	+2	0.00%
WELLS FARGO & COMPANY/MN	202	Jun 30, 26	+202	0.00%
Larson Financial Group LLC	155	Jun 30, 26	+30	0.00%
FIDUCIARY FINANCIAL ADVISORS	119	Jun 30, 26	+119	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	98	Jun 30, 26	--	0.00%
Capital Investment Advisory Services, LLC	49	Jun 30, 26	+3	0.00%
AE Wealth Management LLC	24	Jun 30, 26	--	0.00%
UBS Group AG	10	Jun 30, 26	+10	0.00%
Operose Advisors LLC	1	Jun 30, 26	-3.23K	0.00%
Oakworth Capital, Inc.	1	Jun 30, 26	+1	0.00%
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-15.09K	--
CLUNE & ASSOCIATES, LTD.	--	Jun 30, 26	-5.32K	--
Golden State Equity Partners	--	Jun 30, 26	-6.86K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-13.26K	--
EverSource Wealth Advisors, LLC	--	Jun 30, 26	-9.21K	--
UMB Bank, n.a.	--	Jun 30, 26	-2.19K	--
HUNTINGTON NATIONAL BANK	--	Jun 30, 26	-70	--
Advisory Services Network, LLC	--	Jun 30, 26	-3.44K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-21.35K	--
North Ridge Wealth Advisors, Inc.	61.77K	Mar 31, 26	+14.20K	0.13%
Evanson Asset Management, LLC	34.93K	Mar 31, 26	-12.85K	0.07%
EXENCIAL WEALTH ADVISORS, LLC	11.35K	Mar 31, 26	+669	0.02%
McIlrath & Eck, LLC	5.75K	Mar 31, 26	--	0.01%
CWM, LLC	1.35K	Mar 31, 26	+144	0.00%
COMERICA BANK	14.94K	Dec 31, 25	+166	0.03%
Grunden Financial Advisory, Inc.	12.58K	Dec 31, 25	+115	0.03%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.00K	--
PBMares Wealth Management LLC	536.32K	Sep 30, 25	+27.07K	1.15%
ASSET PLANNING CORPORATION	215.25K	Sep 30, 25	-2.44K	0.46%
Binnacle Investments Inc	11.05K	Sep 30, 25	+459	0.02%
Copperleaf Capital, LLC	8.96K	Sep 30, 25	+774	0.02%
David Wealth Management LLC	172.60K	Jun 30, 25	-479	0.37%
PrairieView Partners, LLC	66.23K	Jun 30, 25	-6.05K	0.14%
Martin Worley Group	37.73K	Jun 30, 25	+28.15K	0.08%
Parkworth Wealth Management, Inc.	16.59K	Jun 30, 25	+1.33K	0.04%
Jentner Corp	8.12K	Jun 30, 25	--	0.02%
WMS Partners, LLC	10.51K	Dec 31, 24	--	0.02%
RAYMOND JAMES & ASSOCIATES	18.66K	Sep 30, 24	+18.66K	0.04%
Annapolis Financial Services, LLC	6.52K	Sep 30, 24	--	0.01%
BUCKINGHAM STRATEGIC WEALTH, LLC	1.20M	Jun 30, 24	+272.41K	2.55%
Relative Value Partners Group, LLC	--	Jun 30, 24	-51.37K	--
SOUNDMARK WEALTH MANAGEMENT, LLC	18.56K	Mar 31, 24	+73	0.04%
First Ascent Asset Management, LLC	901.03K	Dec 31, 23	-37.32K	1.92%
Landmark Financial Advisors, LLC	337.15K	Dec 31, 23	+152.95K	0.72%
Bridgeworth, LLC	12.55K	Dec 31, 23	+12.55K	0.03%
Simplicity Solutions, LLC	8.20K	Dec 31, 23	-2.07K	0.02%
ADVISOR PARTNERS II, LLC	55.30K	Sep 30, 23	-98.72K	0.12%
TRIAD FINANCIAL ADVISORS, INC.	24.92K	Sep 30, 23	-2.27K	0.05%
PATHSTONE FAMILY OFFICE, LLC	19.27K	Sep 30, 23	-727.88K	0.04%
Relaxing Retirement Coach	222.98K	Jun 30, 23	-1.82K	0.48%
Silicon Hills Wealth Management, LLC	79.32K	Jun 30, 23	-13.05K	0.17%
Baldrige Asset Management LLC	28.03K	Mar 31, 23	+8.63K	0.06%
Quantitative Advantage, LLC	10.12K	Mar 31, 23	+1.06K	0.02%
Laurel Wealth Advisors, Inc.	11.71K	Dec 31, 22	+3.74K	0.03%
CPWM, LLC	65.94K	Sep 30, 22	+2.06K	0.14%
BLUESTEIN R H & CO LLC	--	Sep 30, 22	-8.79K	--

Explore More

52-Week Highs Breakout

Stocks breaking to new annual highs

52-Week Lows Oversold

S&P 500 oversold value screener

Trending Momentum

Relative strength momentum leaders

Earnings Calendar

Upcoming earnings dates & reports

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

Colony Group, LLC

5.07M

Jun 30, 26

+847.78K

10.83%

Truepoint, Inc.

3.21M

Jun 30, 26

+116.00K

6.86%

Buckingham Strategic Partners

1.65M

Jun 30, 26

+443.44K

3.52%

Apella Capital, LLC

1.59M

Jun 30, 26

+270.73K

3.40%

Foster Group, Inc.

1.48M

Jun 30, 26

+23.18K

3.17%

Symmetry Partners, LLC

1.29M

Jun 30, 26

-31.73K

2.75%

GeoWealth Management, LLC

1.06M

Jun 30, 26

+174.26K

2.25%

Rather & Kittrell, Inc.

939.12K

Jun 30, 26

+44.95K

2.01%

Sequoia Financial Advisors, LLC

896.16K

Jun 30, 26

+16.14K

1.91%

Pathstone Holdings, LLC

808.79K

Jun 30, 26

+20.55K

1.73%

Beaird Harris Wealth Management, LLC

796.38K

Jun 30, 26

+681

1.70%

MBL Wealth, LLC

776.50K

Jun 30, 26

+36.77K

1.66%

AWM CAPITAL, LLC

725.05K

Jun 30, 26

+6.59K

1.55%

COMMONWEALTH EQUITY SERVICES, LLC

672.03K

Jun 30, 26

+18.64K

1.43%

RAM Investment Partners, LLC

583.60K

Jun 30, 26

+67.16K

1.25%

LPL Financial LLC

578.75K

Jun 30, 26

+60.19K

1.24%

Graves Light Lenhart Wealth, Inc.

556.65K

Jun 30, 26

+73.86K

1.19%

Mattern Wealth Management LLC

548.88K

Jun 30, 26

+18.63K

1.17%

Waterford Advisors, LLC

545.34K

Jun 30, 26

+9.00K

1.16%

BANK OF AMERICA CORP /DE/

481.18K

Jun 30, 26

+62.66K

1.03%

ASPIRIANT, LLC

432.60K

Jun 30, 26

+3.86K

0.92%

HFM Investment Advisors, LLC

428.71K

Jun 30, 26

+70.52K

0.92%

Savant Capital, LLC

376.01K

Jun 30, 26

+65.27K

0.80%

Austin Wealth Management, LLC

364.91K

Jun 30, 26

+37.58K

0.78%

Vestment Financial LLC

351.96K

Jun 30, 26

+31.43K

0.75%

ASSETMARK, INC

350.60K

Jun 30, 26

+18.00K

0.75%

Yardley Wealth Management LLC

328.19K

Jun 30, 26

+7.57K

0.70%

Wheelhouse Advisory Group LLC

318.36K

Jun 30, 26

+41.42K

0.68%

HighTower Advisors, LLC

290.19K

Jun 30, 26

-299.25K

0.62%

Resonant Capital Advisors, LLC

280.89K

Jun 30, 26

+10.44K

0.60%

Brady Martz Wealth Solutions, LLC

272.90K

Jun 30, 26

+25.19K

0.58%

Strathmore Capital Advisors, Inc.

255.57K

Jun 30, 26

-15.30K

0.55%

DOPKINS WEALTH MANAGEMENT, LLC

247.40K

Jun 30, 26

+7.48K

0.53%

Vested Financial Planning, LLC

245.08K

Jun 30, 26

+42.46K

0.52%

Allworth Financial LP

237.53K

Jun 30, 26

+9.91K

0.51%

ENTREWEALTH, LLC

233.43K

Jun 30, 26

+19.62K

0.50%

ADVISOR GROUP HOLDINGS, INC.

230.57K

Jun 30, 26

+168.78K

0.49%

West Financial Advisors, LLC

215.66K

Jun 30, 26

+13.72K

0.46%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

212.33K

Jun 30, 26

+3.96K

0.45%

55 North Private Wealth, LLC

211.72K

Jun 30, 26

+93.01K

0.45%

Integrated Wealth Concepts LLC

206.69K

Jun 30, 26

+1.99K

0.44%

ENVESTNET ASSET MANAGEMENT INC

203.46K

Jun 30, 26

+64.86K

0.43%

Plancorp, LLC

201.95K

Jun 30, 26

+26.00K

0.43%

Citrine Capital LLC

200.89K

Jun 30, 26

+8.01K

0.43%

Guardian Wealth Management, LLC

198.01K

Jun 30, 26

+11.13K

0.42%

25 LLC

195.42K

Jun 30, 26

-12.65K

0.42%

CONFLUENCE INVESTMENT MANAGEMENT LLC

189.63K

Jun 30, 26

-15.73K

0.40%

Outbound Financial Inc

188.50K

Jun 30, 26

+20.48K

0.40%

VESTIA PERSONAL WEALTH ADVISORS

178.24K

Jun 30, 26

+30.47K

0.38%

Porter White Investment Advisors, Inc.

176.59K

Jun 30, 26

+6.60K

0.38%

Forza Wealth Management, LLC

174.20K

Jun 30, 26

+76.70K

0.37%

Compass Financial Group, Inc.

164.51K

Jun 30, 26

-876

0.35%

RW Investment Management LLC

164.21K

Jun 30, 26

-1.66K

0.35%

Mills Wealth Advisors LLC

164.03K

Jun 30, 26

+34.21K

0.35%

Concurrent Investment Advisors, LLC

162.60K

Jun 30, 26

-29.56K

0.35%

JPMORGAN CHASE & CO

153.32K

Jun 30, 26

+17.79K

0.33%

Optimus Capital Advisors, LLC

152.32K

Jun 30, 26

+1.02K

0.33%

Core Wealth Management, Inc.

150.59K

Jun 30, 26

+12.26K

0.32%

MARYLAND CAPITAL ADVISORS INC.

149.26K

Jun 30, 26

+149.26K

0.32%

United Wealth Management, LLC

138.32K

Jun 30, 26

+5.05K

0.30%

COLLECTIVE FAMILY OFFICE LLC

121.90K

Jun 30, 26

+5.40K

0.26%

MERCER GLOBAL ADVISORS INC /ADV

119.16K

Jun 30, 26

+30.89K

0.25%

Kings Path Partners LLC

118.32K

Jun 30, 26

+92.64K

0.25%

Johnson Wealth Management, LLC

116.66K

Jun 30, 26

+1.28K

0.25%

BCO Wealth Management LLC

112.14K

Jun 30, 26

+3.86K

0.24%

Verus Financial Partners, Inc.

108.31K

Jun 30, 26

+12.53K

0.23%

Root Financial Partners, LLC

107.26K

Jun 30, 26

+30.67K

0.23%

Tillman Hartley LLC

106.02K

Jun 30, 26

+4.17K

0.23%

SENTINEL WEALTH MANAGEMENT, INC.

102.66K

Jun 30, 26

-192

0.22%

MAINSAIL ASSET MANAGEMENT, LLC

102.19K

Jun 30, 26

+721

0.22%

American Investment Services, Inc.

98.54K

Jun 30, 26

+523

0.21%

Elequin Securities, LLC

91.48K

Jun 30, 26

+91.48K

0.20%

DiNuzzo Private Wealth, Inc.

88.25K

Jun 30, 26

+2.15K

0.19%

CI Private Wealth, LLC

81.86K

Jun 30, 26

+68

0.17%

Washington Trust Advisors, Inc.

80.86K

Jun 30, 26

-1.22K

0.17%

Aurelius Family Office LLC

80.66K

Jun 30, 26

+11.13K

0.17%

Wescott Financial Advisory Group, LLC

79.33K

Jun 30, 26

-962

0.17%

Vise Technologies, Inc.

77.71K

Jun 30, 26

+37.66K

0.17%

STIFEL FINANCIAL CORP

77.05K

Jun 30, 26

-5.90K

0.16%

MB Generational Wealth, LLC

75.94K

Jun 30, 26

+19.14K

0.16%

Private Advisor Group, LLC

75.61K

Jun 30, 26

+16.34K

0.16%

QUARRY HILL ADVISORS, LLC

75.10K

Jun 30, 26

+7.21K

0.16%

Helen Stephens Group, LLC

75.03K

Jun 30, 26

-29.39K

0.16%

Vermillion Wealth Management, Inc.

73.63K

Jun 30, 26

+4.55K

0.16%

SCRATCH CAPITAL LLC

70.46K

Jun 30, 26

-3.05K

0.15%

Baker Avenue Asset Management, LP

69.54K

Jun 30, 26

+6.06K

0.15%

Modera Wealth Management, LLC

69.13K

Jun 30, 26

-1.66K

0.15%

BWM Planning, LLC

68.66K

Jun 30, 26

+8.72K

0.15%

TRUIST FINANCIAL CORP

68.39K

Jun 30, 26

+1.44K

0.15%

E-Wealth Partners, LLC

67.30K

Jun 30, 26

-30.10K

0.14%

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

64.32K

Jun 30, 26

-5.68K

0.14%

JACKSON THORNTON ASSET MANAGEMENT, LLC

63.11K

Jun 30, 26

+20.72K

0.13%

Summit Wealth Group, LLC

61.83K

Jun 30, 26

-2.96K

0.13%

Note Advisors, LLC

61.50K

Jun 30, 26

+3.78K

0.13%

Tassel Capital Management, Inc.

61.18K

Jun 30, 26

-1.14K

0.13%

TANDEMGROWTH FINANCIAL ADVISORS LLC

61.13K

Jun 30, 26

-959

0.13%

GEM Asset Management, LLC

60.86K

Jun 30, 26

-201

0.13%

Platform Wealth Management, LLC

57.06K

Jun 30, 26

+57.06K

0.12%

Financial Engines Advisors L.L.C.

56.89K

Jun 30, 26

+8.49K

0.12%

PARK AVENUE SECURITIES LLC

56.11K

Jun 30, 26

+10.65K

0.12%

Delap Wealth Advisory, LLC

55.85K

Jun 30, 26

+41.85K

0.12%

Meredith Wealth Planning

55.53K

Jun 30, 26

+6.31K

0.12%

FF Advisors,LLC

55.19K

Jun 30, 26

0.12%

Kestra Advisory Services, LLC

53.73K

Jun 30, 26

+5.99K

0.11%

Hiley Hunt Wealth Management

51.89K

Jun 30, 26

+172

0.11%

Waverly Advisors, LLC

48.13K

Jun 30, 26

-1.89K

0.10%

Concord Wealth Partners

46.69K

Jun 30, 26

+2.52K

0.10%

Heritage Wealth Management, Inc. /CA/

45.50K

Jun 30, 26

+7.62K

0.10%

SAX WEALTH ADVISORS, LLC

45.08K

Jun 30, 26

+3.88K

0.10%

Warburton Capital Management, LLC

44.17K

Jun 30, 26

+801

0.09%

LEGACY FINANCIAL GROUP, INC.

43.74K

Jun 30, 26

-12.67K

0.09%

Verisail Partners, LLC

43.27K

Jun 30, 26

-6.12K

0.09%

XY Planning Network, Inc.

43.09K

Jun 30, 26

+10.38K

0.09%

New Dimensions Wealth Management, LLC

42.76K

Jun 30, 26

+17.03K

0.09%

Paul Damon & Associates, Inc.

42.47K

Jun 30, 26

+3.80K

0.09%

Timonier Family Office, LTD.

40.39K

Jun 30, 26

+40.39K

0.09%

CARY STREET PARTNERS FINANCIAL LLC

40.15K

Jun 30, 26

-1.50K

0.09%

SEI INVESTMENTS CO

39.91K

Jun 30, 26

+4.05K

0.09%

Shearwater Capital LLC

39.79K

Jun 30, 26

-4.33K

0.08%

Pure Financial Advisors, LLC

39.13K

Jun 30, 26

-426

0.08%

NORTHWEST WEALTH MANAGEMENT, LLC

38.49K

Jun 30, 26

+1.41K

0.08%

Farther Finance Advisors, LLC

38.48K

Jun 30, 26

+770

0.08%

GREAT OAK CAPITAL PARTNERS, LLC

37.72K

Jun 30, 26

+1.13K

0.08%

JONES FINANCIAL COMPANIES LLLP

37.64K

Jun 30, 26

+8.68K

0.08%

Hartmann Taylor Wealth Management, LLC

37.25K

Jun 30, 26

0.08%

White Wing Wealth Management

36.65K

Jun 30, 26

+27.22K

0.08%

SwitchPoint Financial Planning, LLC

36.59K

Jun 30, 26

-4.34K

0.08%

ELEVATE WEALTH ADVISORY, INC

36.35K

Jun 30, 26

-288

0.08%

Landmark Wealth Management, LLC

35.72K

Jun 30, 26

-1.13K

0.08%

PENNEY FINANCIAL, LLC

35.45K

Jun 30, 26

-61.58K

0.08%

RAYMOND JAMES FINANCIAL INC

35.25K

Jun 30, 26

+7.78K

0.08%

Evanson Financial, LLC

35.04K

Jun 30, 26

+35.04K

0.07%

Resources Investment Advisors, LLC.

34.90K

Jun 30, 26

+8.69K

0.07%

GREAT VALLEY ADVISOR GROUP, INC.

34.43K

Jun 30, 26

+108

0.07%

Triune Financial Partners, LLC

34.23K

Jun 30, 26

+10.99K

0.07%

Signature Resources Capital Management, LLC

33.55K

Jun 30, 26

+5.34K

0.07%

Betterment LLC

33.53K

Jun 30, 26

+5.88K

0.07%

IFP Advisors, Inc

33.15K

Jun 30, 26

+9.87K

0.07%

Wheels Up Wealth, Inc.

32.90K

Jun 30, 26

+124

0.07%

Smartleaf Asset Management LLC

32.86K

Jun 30, 26

0.07%

One Capital Management, LLC

32.81K

Jun 30, 26

0.07%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

31.24K

Jun 30, 26

-456

0.07%

WPWealth LLP

30.48K

Jun 30, 26

+2.05K

0.07%

HB Wealth Management, LLC

29.78K

Jun 30, 26

-26.05K

0.06%

One Degree Advisors Inc

29.61K

Jun 30, 26

+540

0.06%

NewEdge Advisors, LLC

29.18K

Jun 30, 26

-748

0.06%

MATHER GROUP, LLC.

28.85K

Jun 30, 26

-11.98K

0.06%

Capstone Wealth Management, LLC

28.84K

Jun 30, 26

+4.28K

0.06%

Kane Co Wealth Management, Inc.

27.75K

Jun 30, 26

-9.56K

0.06%

Sterling Wealth Management, Inc.

27.66K

Jun 30, 26

-282

0.06%

JANE STREET GROUP, LLC

26.95K

Jun 30, 26

+4.17K

0.06%

Logan Stone Capital, LLC

26.85K

Jun 30, 26

+26.85K

0.06%

Quantinno Capital Management LP

26.56K

Jun 30, 26

+21.42K

0.06%

CogentBlue Wealth Advisors, LLC

25.98K

Jun 30, 26

+2.27K

0.06%

HEFFERNAN ADVISORY, INC

25.93K

Jun 30, 26

+1.03K

0.06%

ArborFi Advisors, LLC

25.52K

Jun 30, 26

+4.76K

0.05%

CLARIS ADVISORS, LLC / MO /

25.20K

Jun 30, 26

+2.50K

0.05%

Applied Capital LLC

25.04K

Jun 30, 26

+16

0.05%

Financial Plan, Inc.

24.57K

Jun 30, 26

+8.82K

0.05%

Pacific Asset Management, LLC

23.25K

Jun 30, 26

-62

0.05%

BDFS Capital LLC

23.23K

Jun 30, 26

+10.47K

0.05%

Blume Capital Management, Inc.

22.68K

Jun 30, 26

0.05%

Pioneer Wealth Management Group

22.60K

Jun 30, 26

+22.60K

0.05%

DEMMING FINANCIAL SERVICES CORP /ADV

22.55K

Jun 30, 26

-7.92K

0.05%

Investmark Advisory Group LLC

22.25K

Jun 30, 26

0.05%

Beacon Pointe Advisors, LLC

21.45K

Jun 30, 26

+490

0.05%

Vistica Wealth Advisors, LLC

21.08K

Jun 30, 26

+15.64K

0.05%

KEB ASSET MANAGEMENT, LLC

20.49K

Jun 30, 26

+634

0.04%

Aegis Wealth Management LLC

20.40K

Jun 30, 26

+2.50K

0.04%

Cogent Private Wealth, Inc.

19.97K

Jun 30, 26

0.04%

Safeguard Investment Advisory Group, LLC

19.70K

Jun 30, 26

+1.27K

0.04%

Sterling Wealth Advisors Inc

19.51K

Jun 30, 26

+405

0.04%

COGENT STRATEGIC WEALTH LLC

19.20K

Jun 30, 26

+3.52K

0.04%

Partners in Financial Planning

19.11K

Jun 30, 26

+3.15K

0.04%

Cambridge Investment Research Advisors, Inc.

18.61K

Jun 30, 26

-79

0.04%

Generations Wealth, LLC

18.60K

Jun 30, 26

-11.50K

0.04%

Ponta Wealth Partners, LLC

18.09K

Jun 30, 26

-336

0.04%

ROBERTS GLORE & CO INC /IL/

17.73K

Jun 30, 26

0.04%

Wealthcare Advisory Partners LLC

17.25K

Jun 30, 26

-16.48K

0.04%

MML INVESTORS SERVICES, LLC

17.08K

Jun 30, 26

+4.47K

0.04%

PHILLIPS FINANCIAL MANAGEMENT, LLC

16.91K

Jun 30, 26

-3.65K

0.04%

JP Wealth Management, Inc.

16.87K

Jun 30, 26

0.04%

JDH Wealth Management, LLC

16.85K

Jun 30, 26

+2.74K

0.04%

Friday Financial

16.72K

Jun 30, 26

+2.91K

0.04%

Crews Bank & Trust

15.68K

Jun 30, 26

0.03%

Physician Wealth Advisors, Inc.

15.42K

Jun 30, 26

+130

0.03%

WILEY BROS.-AINTREE CAPITAL, LLC

15.40K

Jun 30, 26

0.03%

Disciplined Investments, LLC

15.28K

Jun 30, 26

+1.56K

0.03%

Anson Capital, Inc.

14.98K

Jun 30, 26

+4.31K

0.03%

HBE Wealth Management, LLC

14.84K

Jun 30, 26

+14.84K

0.03%

Integrity Wealth Solutions LLC

14.62K

Jun 30, 26

-283

0.03%

Physician Wealth Solutions Inc.

14.39K

Jun 30, 26

-517

0.03%

SpringVest Wealth Management LLC

13.46K

Jun 30, 26

+2.08K

0.03%

FIFTH THIRD BANCORP

13.01K

Jun 30, 26

-1.41K

0.03%

INTEGRATED WEALTHCARE, LLC

12.93K

Jun 30, 26

+171

0.03%

Glass Jacobson Investment Advisors llc

12.28K

Jun 30, 26

+88

0.03%

Broadhurst Jeffrey B

12.00K

Jun 30, 26

-32.62K

0.03%

MOSAIC FAMILY WEALTH PARTNERS, LLC

11.42K

Jun 30, 26

+243

0.02%

Iowa State Bank

11.27K

Jun 30, 26

0.02%

Kaufman Rossin Wealth, LLC

11.24K

Jun 30, 26

+4.17K

0.02%

Burk Holdings LLC

11.01K

Jun 30, 26

+1.76K

0.02%

Western Wealth Management, LLC

10.90K

Jun 30, 26

0.02%

Jacobi Capital Management LLC

10.87K

Jun 30, 26

+77

0.02%

CVA Family Office, LLC

10.79K

Jun 30, 26

0.02%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

10.78K

Jun 30, 26

+10.78K

0.02%

Copper Harbor Investment Advisors, LLC

10.62K

Jun 30, 26

+10.62K

0.02%

ROYAL BANK OF CANADA

10.57K

Jun 30, 26

+2.49K

0.02%

Burton Enright Welch

10.53K

Jun 30, 26

+349

0.02%

Foundations Investment Advisors, LLC

10.50K

Jun 30, 26

+1.93K

0.02%

Beta Wealth Group, Inc.

10.36K

Jun 30, 26

+1.04K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

10.28K

Jun 30, 26

+2.07K

0.02%

Foundry Financial LLC

10.07K

Jun 30, 26

-112

0.02%

Life Planning Partners, Inc

9.78K

Jun 30, 26

-286

0.02%

Meridian Wealth Management, LLC

9.77K

Jun 30, 26

-266

0.02%

Noble Wealth Partners LLC

9.54K

Jun 30, 26

+9.54K

0.02%

Eldridge Investment Advisors, Inc.

9.48K

Jun 30, 26

-419

0.02%

DecisionPoint Financial, LLC

9.34K

Jun 30, 26

0.02%

Oath Planning, LLC

9.28K

Jun 30, 26

+1.96K

0.02%

Aptus Capital Advisors, LLC

9.01K

Jun 30, 26

+819

0.02%

Acorn Wealth Advisors, LLC

8.80K

Jun 30, 26

-104

0.02%

MORGAN STANLEY

8.73K

Jun 30, 26

0.02%

FORTERIS WEALTH MANAGEMENT INC.

8.71K

Jun 30, 26

-2.05K

0.02%

TABLEAUX LLC

8.70K

Jun 30, 26

-1.15K

0.02%

Beckerman Institutional, LLC

8.70K

Jun 30, 26

-807

0.02%

Vantage Point Financial LLC

8.65K

Jun 30, 26

+29

0.02%

Five Oceans Advisors

8.61K

Jun 30, 26

-1.01K

0.02%

Legacy Capital Wealth Partners, LLC

8.38K

Jun 30, 26

+59

0.02%

CHOREO, LLC

8.33K

Jun 30, 26

-33

0.02%

Savvy Advisors, Inc.

8.04K

Jun 30, 26

+558

0.02%

Rehmann Capital Advisory Group

8.02K

Jun 30, 26

0.02%

Squire Investment Management Company, LLC

7.95K

Jun 30, 26

+1.73K

0.02%

Nuveen, LLC

7.84K

Jun 30, 26

+7.84K

0.02%

Stewardship Advisors, LLC

7.83K

Jun 30, 26

+7.83K

0.02%

Merit Financial Group, LLC

7.65K

Jun 30, 26

-27

0.02%

Merited Wealth, LLC

7.59K

Jun 30, 26

-4.92K

0.02%

Avestar Capital, LLC

7.47K

Jun 30, 26

0.02%

Seaside Wealth Management, Inc.

7.40K

Jun 30, 26

+1.45K

0.02%

IFG Advisory, LLC

7.32K

Jun 30, 26

+7.32K

0.02%

Inspire Advisors, LLC

7.29K

Jun 30, 26

+52

0.02%

Tower Research Capital LLC (TRC)

7.26K

Jun 30, 26

+7.26K

0.02%

Arkadios Wealth Advisors

7.23K

Jun 30, 26

+2.01K

0.02%

V2 Financial group LLC

6.96K

Jun 30, 26

+6.96K

0.01%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

6.91K

Jun 30, 26

+771

0.01%

Investment Advisory Group, LLC

6.82K

Jun 30, 26

+618

0.01%

Midwest Trust Co

6.77K

Jun 30, 26

-113

0.01%

Strategic Investment Solutions, Inc. /IL

6.63K

Jun 30, 26

-309

0.01%

Colonial Trust Co / SC

6.38K

Jun 30, 26

-82

0.01%

Oceanside Advisors LLC

6.37K

Jun 30, 26

-1.29K

0.01%

Pinnacle Financial Group, LLC / IL

6.23K

Jun 30, 26

0.01%

Leading Edge Financial Planning LLC

6.16K

Jun 30, 26

+6.16K

0.01%

VERUS CAPITAL PARTNERS, LLC

6.07K

Jun 30, 26

+168

0.01%

Argent Trust Co

6.00K

Jun 30, 26

0.01%

Envision Financial Planning, LLC

5.93K

Jun 30, 26

+51

0.01%

IHT Wealth Management, LLC

5.79K

Jun 30, 26

+5.79K

0.01%

Level Financial Advisors, Inc.

5.78K

Jun 30, 26

0.01%

Creative Capital Management Investments LLC

5.73K

Jun 30, 26

-1.48K

0.01%

Apollon Financial, LLC

5.71K

Jun 30, 26

+589

0.01%

KFG WEALTH MANAGEMENT, LLC

5.47K

Jun 30, 26

+25

0.01%

Csenge Advisory Group

5.47K

Jun 30, 26

+159

0.01%

Vigil Wealth Management, LLC

5.32K

Jun 30, 26

+5.32K

0.01%

HANOVER ADVISORS INC

5.27K

Jun 30, 26

0.01%

BIRCH FINANCIAL GROUP, LLC

5.13K

Jun 30, 26

+5.13K

0.01%

Henrickson Nauta Wealth Advisors, Inc.

4.74K

Jun 30, 26

+4.74K

0.01%

US BANCORP \DE\

4.57K

Jun 30, 26

0.01%

Trajan Wealth LLC

4.50K

Jun 30, 26

+4.50K

0.01%

Creative Planning

4.44K

Jun 30, 26

+4.44K

0.01%

Navigoe, LLC

4.31K

Jun 30, 26

0.01%

BLUELINE ADVISORS LLC

3.85K

Jun 30, 26

+710

0.01%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

3.56K

Jun 30, 26

+598

0.01%

Ameritas Investment Partners, Inc.

3.35K

Jun 30, 26

+24

0.01%

Innovative Asset Advisors Group, LLC

3.26K

Jun 30, 26

+3.26K

0.01%

Medallion Wealth Advisors, LLC

2.58K

Jun 30, 26

+74

0.01%

Global Retirement Partners, LLC

2.15K

Jun 30, 26

+2.15K

0.00%

HARBOUR INVESTMENTS, INC.

1.84K

Jun 30, 26

0.00%

Nemes Rush Group LLC

1.67K

Jun 30, 26

+12

0.00%

Qube Research & Technologies Ltd

1.48K

Jun 30, 26

+1.48K

0.00%

City State Bank

1.04K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

710

Jun 30, 26

0.00%

Rossby Financial, LCC

671

Jun 30, 26

-45

0.00%

Parallel Advisors, LLC

481

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

412

Jun 30, 26

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

391

Jun 30, 26

+391

0.00%

AdvisorNet Financial, Inc

318

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

317

Jun 30, 26

0.00%

RHL GROUP, LLC

260

Jun 30, 26

0.00%

WELLS FARGO & COMPANY/MN

202

Jun 30, 26

+202

0.00%

Larson Financial Group LLC

155

Jun 30, 26

+30

0.00%

FIDUCIARY FINANCIAL ADVISORS

119

Jun 30, 26

+119

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Jun 30, 26

0.00%

Capital Investment Advisory Services, LLC

Jun 30, 26

0.00%

AE Wealth Management LLC

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

+10

0.00%

Operose Advisors LLC

Jun 30, 26

-3.23K

0.00%

Oakworth Capital, Inc.

Jun 30, 26

0.00%

VisionPoint Advisory Group, LLC

Jun 30, 26

-15.09K

CLUNE & ASSOCIATES, LTD.

Jun 30, 26

-5.32K

Golden State Equity Partners

Jun 30, 26

-6.86K

CITADEL ADVISORS LLC

Jun 30, 26

-13.26K

EverSource Wealth Advisors, LLC

Jun 30, 26

-9.21K

UMB Bank, n.a.

Jun 30, 26

-2.19K

HUNTINGTON NATIONAL BANK

Jun 30, 26

-70

Advisory Services Network, LLC

Jun 30, 26

-3.44K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-21.35K

North Ridge Wealth Advisors, Inc.

61.77K

Mar 31, 26

+14.20K

0.13%

Evanson Asset Management, LLC

34.93K

Mar 31, 26

-12.85K

0.07%

EXENCIAL WEALTH ADVISORS, LLC

11.35K

Mar 31, 26

+669

0.02%

McIlrath & Eck, LLC

5.75K

Mar 31, 26

0.01%

CWM, LLC

1.35K

Mar 31, 26

+144

0.00%

COMERICA BANK

14.94K

Dec 31, 25

+166

0.03%

Grunden Financial Advisory, Inc.

12.58K

Dec 31, 25

+115

0.03%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.00K

PBMares Wealth Management LLC

536.32K

Sep 30, 25

+27.07K

1.15%

ASSET PLANNING CORPORATION

215.25K

Sep 30, 25

-2.44K

0.46%

Binnacle Investments Inc

11.05K

Sep 30, 25

+459

0.02%

Copperleaf Capital, LLC

8.96K

Sep 30, 25

+774

0.02%

David Wealth Management LLC

172.60K

Jun 30, 25

-479

0.37%

PrairieView Partners, LLC

66.23K

Jun 30, 25

-6.05K

0.14%

Martin Worley Group

37.73K

Jun 30, 25

+28.15K

0.08%

Parkworth Wealth Management, Inc.

16.59K

Jun 30, 25

+1.33K

0.04%

Jentner Corp

8.12K

Jun 30, 25

0.02%

WMS Partners, LLC

10.51K

Dec 31, 24

0.02%

RAYMOND JAMES & ASSOCIATES

18.66K

Sep 30, 24

+18.66K

0.04%

Annapolis Financial Services, LLC

6.52K

Sep 30, 24

0.01%

BUCKINGHAM STRATEGIC WEALTH, LLC

1.20M

Jun 30, 24

+272.41K

2.55%

Relative Value Partners Group, LLC

Jun 30, 24

-51.37K

SOUNDMARK WEALTH MANAGEMENT, LLC

18.56K

Mar 31, 24

+73

0.04%

First Ascent Asset Management, LLC

901.03K

Dec 31, 23

-37.32K

1.92%

Landmark Financial Advisors, LLC

337.15K

Dec 31, 23

+152.95K

0.72%

Bridgeworth, LLC

12.55K

Dec 31, 23

+12.55K

0.03%

Simplicity Solutions, LLC

8.20K

Dec 31, 23

-2.07K

0.02%

ADVISOR PARTNERS II, LLC

55.30K

Sep 30, 23

-98.72K

0.12%

TRIAD FINANCIAL ADVISORS, INC.

24.92K

Sep 30, 23

-2.27K

0.05%

PATHSTONE FAMILY OFFICE, LLC

19.27K

Sep 30, 23

-727.88K

0.04%

Relaxing Retirement Coach

222.98K

Jun 30, 23

-1.82K

0.48%

Silicon Hills Wealth Management, LLC

79.32K

Jun 30, 23

-13.05K

0.17%

Baldrige Asset Management LLC

28.03K

Mar 31, 23

+8.63K

0.06%

Quantitative Advantage, LLC

10.12K

Mar 31, 23

+1.06K

0.02%

Laurel Wealth Advisors, Inc.

11.71K

Dec 31, 22

+3.74K

0.03%

CPWM, LLC

65.94K

Sep 30, 22

+2.06K

0.14%

BLUESTEIN R H & CO LLC

Sep 30, 22

-8.79K