DFSD(DFSD)
DFSD
Institutional Ownership
Top 516 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Colony Group, LLC | 7.25M | Jun 30, 26 | +1.13M | 4.95% |
| Buckingham Strategic Partners | 6.34M | Jun 30, 26 | +1.21M | 4.33% |
| Apella Capital, LLC | 5.42M | Jun 30, 26 | +174.56K | 3.70% |
| Resources Investment Advisors, LLC. | 3.88M | Jun 30, 26 | +180.94K | 2.65% |
| Savant Capital, LLC | 3.65M | Jun 30, 26 | -249.12K | 2.50% |
| Root Financial Partners, LLC | 3.64M | Jun 30, 26 | +645.95K | 2.48% |
| Vise Technologies, Inc. | 3.49M | Jun 30, 26 | +1.22M | 2.38% |
| Beaird Harris Wealth Management, LLC | 3.20M | Jun 30, 26 | +89.73K | 2.18% |
| Planning Center, Inc. | 2.90M | Jun 30, 26 | +96.06K | 1.98% |
| ENVESTNET ASSET MANAGEMENT INC | 2.68M | Jun 30, 26 | +264.19K | 1.83% |
| DiNuzzo Private Wealth, Inc. | 2.08M | Jun 30, 26 | +39.40K | 1.42% |
| HighTower Advisors, LLC | 2.00M | Jun 30, 26 | +27.78K | 1.36% |
| Great Waters Wealth Management | 1.95M | Jun 30, 26 | +165.25K | 1.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.76M | Jun 30, 26 | +42.55K | 1.20% |
| Rachor Investment Advisory Services, LLC | 1.52M | Jun 30, 26 | +66.57K | 1.04% |
| Rather & Kittrell, Inc. | 1.43M | Jun 30, 26 | +97.89K | 0.98% |
| Diversified Portfolios, Inc. | 1.34M | Jun 30, 26 | -1.42K | 0.91% |
| ASSETMARK, INC | 1.28M | Jun 30, 26 | +93.26K | 0.88% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1.27M | Jun 30, 26 | +25.89K | 0.87% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.23M | Jun 30, 26 | +46.55K | 0.84% |
| WPWealth LLP | 1.19M | Jun 30, 26 | -21.13K | 0.81% |
| Ruedi Wealth Management, Inc. | 1.14M | Jun 30, 26 | +47.66K | 0.78% |
| 55 North Private Wealth, LLC | 1.07M | Jun 30, 26 | +194.42K | 0.73% |
| Beacon Pointe Advisors, LLC | 1.05M | Jun 30, 26 | +128.07K | 0.71% |
| Financial Plan, Inc. | 1.04M | Jun 30, 26 | +120.89K | 0.71% |
| CURIO WEALTH, LLC | 1.03M | Jun 30, 26 | +75.10K | 0.71% |
| RAM Investment Partners, LLC | 1.01M | Jun 30, 26 | +9.99K | 0.69% |
| CPA Asset Management LLC | 980.94K | Jun 30, 26 | +524.23K | 0.67% |
| Parkwoods Wealth Partners, LLC | 972.13K | Jun 30, 26 | +526.27K | 0.66% |
| PARK AVENUE SECURITIES LLC | 903.19K | Jun 30, 26 | +133.48K | 0.62% |
| Altiora Financial Group, LLC | 876.91K | Jun 30, 26 | -45.60K | 0.60% |
| Woodward Financial Advisors, Inc. | 857.88K | Jun 30, 26 | +857.88K | 0.59% |
| BANK OF AMERICA CORP /DE/ | 847.82K | Jun 30, 26 | +96.17K | 0.58% |
| Signature Resources Capital Management, LLC | 812.64K | Jun 30, 26 | +39.56K | 0.55% |
| Wealthquest Corp | 804.12K | Jun 30, 26 | +32.64K | 0.55% |
| Elser Financial Planning, Inc | 798.09K | Jun 30, 26 | +25.38K | 0.55% |
| ECLECTIC ASSOCIATES INC /ADV | 795.67K | Jun 30, 26 | +109.61K | 0.54% |
| MASECO LLP | 772.36K | Jun 30, 26 | +33.52K | 0.53% |
| Wheelhouse Advisory Group LLC | 771.24K | Jun 30, 26 | +153.71K | 0.53% |
| GREAT OAK CAPITAL PARTNERS, LLC | 663.88K | Jun 30, 26 | +68.16K | 0.45% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 640.17K | Jun 30, 26 | +85.26K | 0.44% |
| Mattern Wealth Management LLC | 604.52K | Jun 30, 26 | +1.15K | 0.41% |
| Valued Wealth Advisors LLC | 601.23K | Jun 30, 26 | +43.50K | 0.41% |
| Allegiance Financial Group Advisory Services LLC | 581.10K | Jun 30, 26 | +69.20K | 0.40% |
| Farther Finance Advisors, LLC | 579.72K | Jun 30, 26 | +11.60K | 0.40% |
| Integrated Wealth Concepts LLC | 562.11K | Jun 30, 26 | +277.63K | 0.38% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 549.06K | Jun 30, 26 | +42.68K | 0.37% |
| Keyes, Stange & Wooten Wealth Management, LLC | 541.97K | Jun 30, 26 | +49.22K | 0.37% |
| LEGACY FINANCIAL GROUP, INC. | 538.93K | Jun 30, 26 | +71.61K | 0.37% |
| Cornerstone Wealth Partners, LLC | 529.63K | Jun 30, 26 | +73.00K | 0.36% |
| SC&H Financial Advisors, Inc. | 528.60K | Jun 30, 26 | +44.42K | 0.36% |
| CLUNE & ASSOCIATES, LTD. | 521.10K | Jun 30, 26 | +159.96K | 0.36% |
| Wolfstich Capital, LLC | 511.75K | Jun 30, 26 | +102.06K | 0.35% |
| Cambridge Investment Research Advisors, Inc. | 510.50K | Jun 30, 26 | +163.31K | 0.35% |
| Sterling Wealth Advisors Inc | 506.13K | Jun 30, 26 | +6.11K | 0.35% |
| Allworth Financial LP | 498.27K | Jun 30, 26 | -437.44K | 0.34% |
| Vestment Financial LLC | 492.74K | Jun 30, 26 | +14.93K | 0.34% |
| Guardian Wealth Management, LLC | 489.27K | Jun 30, 26 | +40.08K | 0.33% |
| AWM CAPITAL, LLC | 464.61K | Jun 30, 26 | +68.65K | 0.32% |
| Three Arch Wealth Management LLC | 458.15K | Jun 30, 26 | +81.92K | 0.31% |
| LPL Financial LLC | 454.79K | Jun 30, 26 | +115.94K | 0.31% |
| Pacific Asset Management, LLC | 448.75K | Jun 30, 26 | +29.73K | 0.31% |
| Verisail Partners, LLC | 423.42K | Jun 30, 26 | +17.10K | 0.29% |
| SageOak Financial, LLC | 418.29K | Jun 30, 26 | +17.00K | 0.29% |
| AlphaStar Capital Management, LLC | 411.28K | Jun 30, 26 | +24.20K | 0.28% |
| Onyx Financial Advisors, LLC | 408.90K | Jun 30, 26 | +22.69K | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 408.56K | Jun 30, 26 | +76.07K | 0.28% |
| Nova R Wealth, Inc. | 406.45K | Jun 30, 26 | +17.24K | 0.28% |
| IMA Wealth, Inc. | 406.39K | Jun 30, 26 | +406.39K | 0.28% |
| Tillman Hartley LLC | 405.53K | Jun 30, 26 | +38.77K | 0.28% |
| BCU Wealth Advisors, LLC | 404.46K | Jun 30, 26 | +30.47K | 0.28% |
| Sterling Wealth Management, Inc. | 391.35K | Jun 30, 26 | +14.66K | 0.27% |
| Pine Harbor Wealth Management, LLC | 389.89K | Jun 30, 26 | +21.54K | 0.27% |
| Cornerstone Management, Inc. | 389.34K | Jun 30, 26 | +46.02K | 0.27% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 386.99K | Jun 30, 26 | -3.02K | 0.26% |
| Vestmark Advisory Solutions, Inc. | 386.01K | Jun 30, 26 | -- | 0.26% |
| Foundry Financial LLC | 365.50K | Jun 30, 26 | +54.72K | 0.25% |
| BCO Wealth Management LLC | 357.98K | Jun 30, 26 | -348 | 0.24% |
| DRAVO BAY LLC | 352.80K | Jun 30, 26 | +49.76K | 0.24% |
| Integrity Advisory Solutions, LLC | 352.63K | Jun 30, 26 | +45.87K | 0.24% |
| Brady Martz Wealth Solutions, LLC | 347.79K | Jun 30, 26 | +6.62K | 0.24% |
| One Degree Advisors Inc | 346.27K | Jun 30, 26 | +9.73K | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 345.24K | Jun 30, 26 | +345.24K | 0.24% |
| ROYAL BANK OF CANADA | 343.27K | Jun 30, 26 | +16.82K | 0.23% |
| Essential Planning, LLC. | 338.62K | Jun 30, 26 | +75.07K | 0.23% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 338.13K | Jun 30, 26 | +41.40K | 0.23% |
| STUDIO INVESTMENT MANAGEMENT LLC | 328.91K | Jun 30, 26 | +9.31K | 0.22% |
| Kondo Wealth Advisors, Inc. | 327.04K | Jun 30, 26 | +16.93K | 0.22% |
| Parkshore Wealth Management, Inc. | 321.13K | Jun 30, 26 | +36.10K | 0.22% |
| Oceanside Advisors LLC | 313.00K | Jun 30, 26 | +12.51K | 0.21% |
| LIBERTY WEALTH MANAGEMENT LLC | 309.66K | Jun 30, 26 | -- | 0.21% |
| STEVENS CAPITAL PARTNERS | 305.40K | Jun 30, 26 | +65.02K | 0.21% |
| CLIENT 1ST ADVISORY GROUP, LLC | 301.97K | Jun 30, 26 | +5.37K | 0.21% |
| Johnson Wealth Management, LLC | 298.21K | Jun 30, 26 | +28.13K | 0.20% |
| Shira Ridge Wealth Management | 296.40K | Jun 30, 26 | +13.17K | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 291.67K | Jun 30, 26 | +12.78K | 0.20% |
| Disciplined Investments, LLC | 291.46K | Jun 30, 26 | +39.45K | 0.20% |
| TRUIST FINANCIAL CORP | 287.21K | Jun 30, 26 | +37.97K | 0.20% |
| BEACON HILL WEALTH MANAGEMENT LTD. | 284.95K | Jun 30, 26 | +284.95K | 0.19% |
| City State Bank | 284.14K | Jun 30, 26 | +21.05K | 0.19% |
| Fundamentum, LLC | 282.39K | Jun 30, 26 | +14.50K | 0.19% |
| Discipline Wealth Solutions, LLC | 280.04K | Jun 30, 26 | +14.83K | 0.19% |
| Kestra Investment Management, LLC | 278.10K | Jun 30, 26 | +67.23K | 0.19% |
| Mills Wealth Advisors LLC | 277.52K | Jun 30, 26 | +20.47K | 0.19% |
| Waverly Advisors, LLC | 276.65K | Jun 30, 26 | +3.78K | 0.19% |
| Werba Rubin Papier Wealth Management | 276.51K | Jun 30, 26 | +17.05K | 0.19% |
| Friday Financial | 274.58K | Jun 30, 26 | +54.71K | 0.19% |
| Live Oak Private Wealth LLC | 261.80K | Jun 30, 26 | +95.58K | 0.18% |
| Gradient Capital Advisors, LLC | 257.18K | Jun 30, 26 | +23.49K | 0.18% |
| Selective Wealth Management, Inc. | 254.95K | Jun 30, 26 | +22.71K | 0.17% |
| Bay Harbor Wealth Management, LLC | 250.72K | Jun 30, 26 | +6.02K | 0.17% |
| Betterment LLC | 247.12K | Jun 30, 26 | +16.81K | 0.17% |
| SAX WEALTH ADVISORS, LLC | 244.77K | Jun 30, 26 | -29.56K | 0.17% |
| Concord Wealth Partners | 242.59K | Jun 30, 26 | +1.61K | 0.17% |
| Fonville Wealth Management LLC | 242.30K | Jun 30, 26 | +88.64K | 0.17% |
| Wilkerson Advisory Group LLC | 238.45K | Jun 30, 26 | +13.18K | 0.16% |
| Passive Capital Management, LLC. | 232.51K | Jun 30, 26 | -29.71K | 0.16% |
| von Borstel & Associates, Inc. | 230.72K | Jun 30, 26 | -108 | 0.16% |
| Yardley Wealth Management LLC | 229.98K | Jun 30, 26 | +21.55K | 0.16% |
| WorthPointe, LLC | 227.92K | Jun 30, 26 | +10.09K | 0.16% |
| Steward Partners Investment Advisory, LLC | 223.96K | Jun 30, 26 | -25.58K | 0.15% |
| FAMILY WEALTH PARTNERS, LLC | 217.27K | Jun 30, 26 | +8.88K | 0.15% |
| Chicago Partners Investment Group LLC | 205.64K | Jun 30, 26 | +28.80K | 0.14% |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | 196.62K | Jun 30, 26 | +7.15K | 0.13% |
| Heritage Investment Group, Inc. | 196.25K | Jun 30, 26 | +14.90K | 0.13% |
| AA Financial Advisors, LLC | 196.21K | Jun 30, 26 | +5.75K | 0.13% |
| HBE Wealth Management, LLC | 193.23K | Jun 30, 26 | +8.58K | 0.13% |
| Peirce Capital Management, LLC | 192.51K | Jun 30, 26 | -4.32K | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 188.27K | Jun 30, 26 | +13.90K | 0.13% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 183.43K | Jun 30, 26 | +11.63K | 0.13% |
| HARBOUR INVESTMENTS, INC. | 182.26K | Jun 30, 26 | +12.79K | 0.12% |
| Meredith Wealth Planning | 180.46K | Jun 30, 26 | +20.17K | 0.12% |
| Belleair Asset Management, LLC | 179.97K | Jun 30, 26 | +8.07K | 0.12% |
| FMB WEALTH MANAGEMENT | 178.24K | Jun 30, 26 | +18.87K | 0.12% |
| AssuredPartners Investment Advisors, LLC | 177.90K | Jun 30, 26 | +3.75K | 0.12% |
| Cetera Investment Advisers | 176.07K | Jun 30, 26 | -4.16K | 0.12% |
| Dynamic Advisor Solutions LLC | 174.17K | Jun 30, 26 | +726 | 0.12% |
| Triumph Capital Management | 172.82K | Jun 30, 26 | +8.70K | 0.12% |
| Arcadia Wealth Management, Inc. | 170.66K | Jun 30, 26 | +8.38K | 0.12% |
| Pure Financial Advisors, LLC | 168.88K | Jun 30, 26 | -2.08K | 0.12% |
| Vantage Point Financial LLC | 168.32K | Jun 30, 26 | +10.43K | 0.11% |
| Kane Co Wealth Management, Inc. | 167.36K | Jun 30, 26 | +31.01K | 0.11% |
| Squire Investment Management Company, LLC | 164.54K | Jun 30, 26 | +9.27K | 0.11% |
| HEFFERNAN ADVISORY, INC | 161.76K | Jun 30, 26 | +11.20K | 0.11% |
| Delap Wealth Advisory, LLC | 161.75K | Jun 30, 26 | +12.24K | 0.11% |
| RCS Financial Planning, LLC | 160.54K | Jun 30, 26 | -1.97K | 0.11% |
| CFS Investment Advisory Services, LLC | 158.87K | Jun 30, 26 | +3.81K | 0.11% |
| Burk Holdings LLC | 158.86K | Jun 30, 26 | +15.51K | 0.11% |
| Parker Financial LLC | 156.51K | Jun 30, 26 | +7.76K | 0.11% |
| Coston, McIsaac & Partners | 155.45K | Jun 30, 26 | +35.13K | 0.11% |
| Approach Retirement Advisors, LLC | 151.30K | Jun 30, 26 | +14.90K | 0.10% |
| BDFS Capital LLC | 150.11K | Jun 30, 26 | +30.80K | 0.10% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 145.91K | Jun 30, 26 | -6.08K | 0.10% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 144.72K | Jun 30, 26 | +19.98K | 0.10% |
| Index Fund Advisors, Inc. | 144.60K | Jun 30, 26 | +28.49K | 0.10% |
| Babb Wealth Advisors LLC | 140.83K | Jun 30, 26 | +8.83K | 0.10% |
| Keystone Financial Group, Inc. | 139.82K | Jun 30, 26 | -21.16K | 0.10% |
| BOS Asset Management, LLC | 139.53K | Jun 30, 26 | +4.88K | 0.10% |
| New Dimensions Wealth Management, LLC | 138.66K | Jun 30, 26 | +9.85K | 0.09% |
| Kooman & Associates | 131.49K | Jun 30, 26 | +3.46K | 0.09% |
| White Wing Wealth Management | 131.43K | Jun 30, 26 | +4.32K | 0.09% |
| Optimus Capital Advisors, LLC | 130.73K | Jun 30, 26 | -14.18K | 0.09% |
| SpringVest Wealth Management LLC | 125.85K | Jun 30, 26 | +18.77K | 0.09% |
| Diversify Advisory Services, LLC | 123.54K | Jun 30, 26 | +123.54K | 0.08% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 123.54K | Jun 30, 26 | +9.44K | 0.08% |
| Krilogy Financial LLC | 121.91K | Jun 30, 26 | +105.28K | 0.08% |
| SwitchPoint Financial Planning, LLC | 119.35K | Jun 30, 26 | +7.29K | 0.08% |
| Kestra Advisory Services, LLC | 119.00K | Jun 30, 26 | +19.20K | 0.08% |
| Torren Management, LLC | 118.16K | Jun 30, 26 | -156.50K | 0.08% |
| Invst, LLC | 117.30K | Jun 30, 26 | +35.87K | 0.08% |
| BURNEY CO/ | 117.09K | Jun 30, 26 | -2.27K | 0.08% |
| Simplicity Wealth,LLC | 116.41K | Jun 30, 26 | +8.15K | 0.08% |
| CLARIS ADVISORS, LLC / MO / | 115.89K | Jun 30, 26 | +21.60K | 0.08% |
| Private Advisory Group LLC | 114.71K | Jun 30, 26 | +114.71K | 0.08% |
| Envestnet Portfolio Solutions, Inc. | 113.76K | Jun 30, 26 | +8.81K | 0.08% |
| CITIGROUP INC | 111.93K | Jun 30, 26 | +16.09K | 0.08% |
| Brinker Capital Investments, LLC | 110.94K | Jun 30, 26 | +3.38K | 0.08% |
| Aspirean Wealth, LLC | 110.23K | Jun 30, 26 | +15.76K | 0.08% |
| CI Private Wealth, LLC | 106.57K | Jun 30, 26 | +574 | 0.07% |
| Prism Planning Partners LLC | 106.53K | Jun 30, 26 | +4.24K | 0.07% |
| Vermillion & White Wealth Management Group, LLC | 104.87K | Jun 30, 26 | +1.72K | 0.07% |
| XY Planning Network, Inc. | 104.47K | Jun 30, 26 | +99.26K | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 104.33K | Jun 30, 26 | +11.68K | 0.07% |
| Lakeridge Wealth Management LLC | 103.15K | Jun 30, 26 | -9.06K | 0.07% |
| UBS ASSET MANAGEMENT AMERICAS INC | 101.73K | Jun 30, 26 | -- | 0.07% |
| Tencap Wealth Coaching, LLC | 101.64K | Jun 30, 26 | +334 | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 101.61K | Jun 30, 26 | -1.10K | 0.07% |
| CogentBlue Wealth Advisors, LLC | 100.74K | Jun 30, 26 | +5.10K | 0.07% |
| Foundations Investment Advisors, LLC | 99.55K | Jun 30, 26 | +8.66K | 0.07% |
| Savvy Advisors, Inc. | 96.59K | Jun 30, 26 | -961 | 0.07% |
| Mustard Seed Financial, LLC | 95.46K | Jun 30, 26 | +32.12K | 0.07% |
| FIDUCIARY FINANCIAL ADVISORS | 94.97K | Jun 30, 26 | +85.63K | 0.06% |
| Apollon Wealth Management, LLC | 94.49K | Jun 30, 26 | +42.10K | 0.06% |
| Chico Wealth RIA | 93.86K | Jun 30, 26 | -- | 0.06% |
| VESTIA PERSONAL WEALTH ADVISORS | 91.50K | Jun 30, 26 | +8.45K | 0.06% |
| Outbound Financial Inc | 87.09K | Jun 30, 26 | -6.72K | 0.06% |
| SJS Investment Consulting Inc. | 87.06K | Jun 30, 26 | -368.25K | 0.06% |
| Shore Point Advisors, LLC | 87.02K | Jun 30, 26 | -2.26K | 0.06% |
| Graves Light Lenhart Wealth, Inc. | 85.93K | Jun 30, 26 | -1.21K | 0.06% |
| Porter White Investment Advisors, Inc. | 85.06K | Jun 30, 26 | +1.65K | 0.06% |
| PENNEY FINANCIAL, LLC | 82.90K | Jun 30, 26 | +82.90K | 0.06% |
| Sowell Financial Services LLC | 81.31K | Jun 30, 26 | +4.31K | 0.06% |
| RFG Advisory, LLC | 81.27K | Jun 30, 26 | +5.25K | 0.06% |
| SeedSafe Financial LLC | 79.48K | Jun 30, 26 | -4.55K | 0.05% |
| CreativeOne Wealth, LLC | 78.62K | Jun 30, 26 | -37.06K | 0.05% |
| Miracle Mile Advisors, LLC | 76.89K | Jun 30, 26 | -470 | 0.05% |
| MB Generational Wealth, LLC | 75.09K | Jun 30, 26 | +13.26K | 0.05% |
| Arkadios Wealth Advisors | 72.78K | Jun 30, 26 | +18.77K | 0.05% |
| GREAT VALLEY ADVISOR GROUP, INC. | 72.31K | Jun 30, 26 | +309 | 0.05% |
| Acorn Wealth Advisors, LLC | 71.98K | Jun 30, 26 | +4.83K | 0.05% |
| TCP Asset Management, LLC | 71.24K | Jun 30, 26 | +11.66K | 0.05% |
| Aspire Private Capital, LLC | 71.21K | Jun 30, 26 | +18.10K | 0.05% |
| Kaufman Rossin Wealth, LLC | 69.39K | Jun 30, 26 | +9.51K | 0.05% |
| MML INVESTORS SERVICES, LLC | 68.46K | Jun 30, 26 | +18.39K | 0.05% |
| Creative Planning | 65.22K | Jun 30, 26 | -976 | 0.04% |
| Powerhouse Assets LLC | 63.82K | Jun 30, 26 | -4.42K | 0.04% |
| EverSource Wealth Advisors, LLC | 63.02K | Jun 30, 26 | -58.19K | 0.04% |
| Keating Financial Advisory Services, Inc. | 61.07K | Jun 30, 26 | +12.62K | 0.04% |
| Cerity Partners LLC | 60.76K | Jun 30, 26 | +2.67K | 0.04% |
| Henrickson Nauta Wealth Advisors, Inc. | 59.38K | Jun 30, 26 | -2.91K | 0.04% |
| SageView Advisory Group, LLC | 58.35K | Jun 30, 26 | -3.90K | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 58.07K | Jun 30, 26 | +6.25K | 0.04% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 57.92K | Jun 30, 26 | +16.89K | 0.04% |
| ProCore Advisors, LLC | 57.26K | Jun 30, 26 | +617 | 0.04% |
| Wealth Advisors Northwest LLC | 56.92K | Jun 30, 26 | +14.59K | 0.04% |
| Accurate Wealth Management, LLC | 56.88K | Jun 30, 26 | +44.75K | 0.04% |
| TCI Wealth Advisors, Inc. | 52.87K | Jun 30, 26 | +615 | 0.04% |
| LYNX CAPITAL GROUP LTD /ADV | 52.59K | Jun 30, 26 | +18.91K | 0.04% |
| Wheels Up Wealth, Inc. | 52.18K | Jun 30, 26 | +1.22K | 0.04% |
| Strategic Investment Solutions, Inc. /IL | 50.76K | Jun 30, 26 | +11.31K | 0.03% |
| DOPKINS WEALTH MANAGEMENT, LLC | 50.74K | Jun 30, 26 | +2.17K | 0.03% |
| Hippocratic Financial Advisors, LLC | 50.72K | Jun 30, 26 | -336 | 0.03% |
| JPMORGAN CHASE & CO | 50.26K | Jun 30, 26 | +16.88K | 0.03% |
| Five Oceans Advisors | 49.40K | Jun 30, 26 | -6.96K | 0.03% |
| American Investment Services, Inc. | 47.90K | Jun 30, 26 | +9.03K | 0.03% |
| Narus Financial Partners, LLC | 47.51K | Jun 30, 26 | +922 | 0.03% |
| Private Advisor Group, LLC | 47.37K | Jun 30, 26 | -46.12K | 0.03% |
| IFP Advisors, Inc | 47.35K | Jun 30, 26 | +595 | 0.03% |
| MARYLAND CAPITAL ADVISORS INC. | 46.96K | Jun 30, 26 | +46.96K | 0.03% |
| Tassel Capital Management, Inc. | 46.48K | Jun 30, 26 | -1.30K | 0.03% |
| Applied Capital LLC | 45.37K | Jun 30, 26 | -1.09K | 0.03% |
| Foundation Wealth Management, LLC\PA | 45.15K | Jun 30, 26 | -- | 0.03% |
| Vigil Wealth Management, LLC | 43.81K | Jun 30, 26 | +258 | 0.03% |
| Barry Investment Advisors, LLC | 42.13K | Jun 30, 26 | -4.52K | 0.03% |
| Rockwood Wealth Management, LLC | 41.06K | Jun 30, 26 | -4.28K | 0.03% |
| SENTINEL WEALTH MANAGEMENT, INC. | 39.97K | Jun 30, 26 | +2.71K | 0.03% |
| Hartmann Taylor Wealth Management, LLC | 39.30K | Jun 30, 26 | -- | 0.03% |
| Pioneer Wealth Management Group | 38.94K | Jun 30, 26 | +38.94K | 0.03% |
| SUTTON PLACE INVESTORS LLC | 38.19K | Jun 30, 26 | +477 | 0.03% |
| Pillar Financial Advisors, LLC | 37.83K | Jun 30, 26 | -94 | 0.03% |
| Wealthspire Advisors, LLC | 37.80K | Jun 30, 26 | -- | 0.03% |
| Straight Path Wealth Management | 37.64K | Jun 30, 26 | +22.65K | 0.03% |
| Aegis Wealth Management LLC | 36.67K | Jun 30, 26 | -889 | 0.03% |
| Pathstone Holdings, LLC | 35.06K | Jun 30, 26 | -1.37K | 0.02% |
| Capstone Wealth Management, LLC | 34.97K | Jun 30, 26 | +3.50K | 0.02% |
| JDH Wealth Management, LLC | 34.70K | Jun 30, 26 | +5.91K | 0.02% |
| QUARRY HILL ADVISORS, LLC | 33.90K | Jun 30, 26 | +2.31K | 0.02% |
| Modera Wealth Management, LLC | 33.87K | Jun 30, 26 | +1.23K | 0.02% |
| Forza Wealth Management, LLC | 33.20K | Jun 30, 26 | -- | 0.02% |
| Arcadia Wealth Management, LLC | 33.02K | Jun 30, 26 | -7.17K | 0.02% |
| BetterWealth, LLC | 32.98K | Jun 30, 26 | +2.91K | 0.02% |
| KEB ASSET MANAGEMENT, LLC | 32.06K | Jun 30, 26 | -7.57K | 0.02% |
| PFG Advisors | 31.62K | Jun 30, 26 | +2.20K | 0.02% |
| FIRETHORN WEALTH PARTNERS, LLC | 31.54K | Jun 30, 26 | +787 | 0.02% |
| Abacus Wealth Partners, LLC | 31.22K | Jun 30, 26 | +1.50K | 0.02% |
| POINCIANA ADVISORS GROUP, LLC | 31.05K | Jun 30, 26 | +5.04K | 0.02% |
| DecisionMap Wealth Management, LLC | 30.87K | Jun 30, 26 | +1.65K | 0.02% |
| Triad Wealth Partners, LLC | 30.18K | Jun 30, 26 | +3.61K | 0.02% |
| MORRIS FINANCIAL CONCEPTS, INC. | 29.90K | Jun 30, 26 | +126 | 0.02% |
| E-Wealth Partners, LLC | 29.80K | Jun 30, 26 | +3.17K | 0.02% |
| Concurrent Investment Advisors, LLC | 29.80K | Jun 30, 26 | +2.87K | 0.02% |
| Integrated Advisors Network LLC | 29.45K | Jun 30, 26 | +14.23K | 0.02% |
| StrongBox Wealth, LLC | 29.38K | Jun 30, 26 | +29.38K | 0.02% |
| Samalin Investment Counsel, LLC | 29.35K | Jun 30, 26 | +253 | 0.02% |
| CYPRESS FINANCIAL PLANNING LLC | 28.64K | Jun 30, 26 | +176 | 0.02% |
| Merit Financial Group, LLC | 28.37K | Jun 30, 26 | +1.60K | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 28.23K | Jun 30, 26 | +9.30K | 0.02% |
| DEMMING FINANCIAL SERVICES CORP /ADV | 28.18K | Jun 30, 26 | +2.93K | 0.02% |
| Smartleaf Asset Management LLC | 27.07K | Jun 30, 26 | -- | 0.02% |
| Geometric Wealth Advisors | 26.86K | Jun 30, 26 | +607 | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 26.37K | Jun 30, 26 | +26.37K | 0.02% |
| Strathmore Capital Advisors, Inc. | 26.14K | Jun 30, 26 | +14.43K | 0.02% |
| Safeguard Investment Advisory Group, LLC | 25.02K | Jun 30, 26 | +1.23K | 0.02% |
| Washington Trust Advisors, Inc. | 24.53K | Jun 30, 26 | +177 | 0.02% |
| CSP Financial Group, LLC | 24.51K | Jun 30, 26 | +1.04K | 0.02% |
| UBS Group AG | 24.34K | Jun 30, 26 | +6.70K | 0.02% |
| ELEVATE WEALTH ADVISORY, INC | 23.76K | Jun 30, 26 | +305 | 0.02% |
| PLANWISER FINANCIAL, LLC | 23.70K | Jun 30, 26 | +1.42K | 0.02% |
| Geneos Wealth Management Inc. | 23.59K | Jun 30, 26 | +5.01K | 0.02% |
| Solutions 4 Wealth, Ltd | 22.29K | Jun 30, 26 | -6.81K | 0.02% |
| Two West Capital Advisors LLC | 22.01K | Jun 30, 26 | -1.81K | 0.02% |
| Mariner, LLC | 22.00K | Jun 30, 26 | -907 | 0.02% |
| HMV Wealth Advisors, LLC | 21.82K | Jun 30, 26 | +5.39K | 0.01% |
| Quantinno Capital Management LP | 19.11K | Jun 30, 26 | +19.11K | 0.01% |
| CARY STREET PARTNERS FINANCIAL LLC | 19.10K | Jun 30, 26 | -7.77K | 0.01% |
| IHT Wealth Management, LLC | 19.10K | Jun 30, 26 | +3.59K | 0.01% |
| Leading Edge Financial Planning LLC | 19.07K | Jun 30, 26 | +3.66K | 0.01% |
| Financial Symmetry Inc | 18.92K | Jun 30, 26 | -2.00K | 0.01% |
| Blossom Wealth Management | 18.76K | Jun 30, 26 | -462 | 0.01% |
| Canvas Wealth Advisors, LLC | 18.69K | Jun 30, 26 | +18.69K | 0.01% |
| USAdvisors Wealth Management, LLC | 18.30K | Jun 30, 26 | -168 | 0.01% |
| Lutz Financial Services LLC | 18.25K | Jun 30, 26 | -1.53K | 0.01% |
| NWAM LLC | 17.63K | Jun 30, 26 | -36 | 0.01% |
| GeoWealth Management, LLC | 17.25K | Jun 30, 26 | +258 | 0.01% |
| MGO ONE SEVEN LLC | 17.10K | Jun 30, 26 | -608 | 0.01% |
| Timonier Family Office, LTD. | 16.77K | Jun 30, 26 | +16.77K | 0.01% |
| Advyzon Investment Management, LLC | 16.75K | Jun 30, 26 | +274 | 0.01% |
| HB Wealth Management, LLC | 16.41K | Jun 30, 26 | +49 | 0.01% |
| Ashton Thomas Private Wealth, LLC | 16.41K | Jun 30, 26 | +377 | 0.01% |
| Ballast Rock Private Wealth LLC | 16.32K | Jun 30, 26 | +299 | 0.01% |
| DIXON FNANCIAL SERVICES, INC. | 16.28K | Jun 30, 26 | +3.65K | 0.01% |
| CITADEL ADVISORS LLC | 16.01K | Jun 30, 26 | +8.91K | 0.01% |
| Stirlingshire Investments, Inc. | 16.00K | Jun 30, 26 | +1.14K | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 15.98K | Jun 30, 26 | +125 | 0.01% |
| Forthright Family Wealth Advisory LLC | 15.93K | Jun 30, 26 | -1.48K | 0.01% |
| Prospera Financial Services Inc | 15.58K | Jun 30, 26 | +3.74K | 0.01% |
| Navigoe, LLC | 15.50K | Jun 30, 26 | +416 | 0.01% |
| Valmark Advisers, Inc. | 15.46K | Jun 30, 26 | +15.46K | 0.01% |
| Warburton Capital Management, LLC | 15.06K | Jun 30, 26 | +389 | 0.01% |
| Donalies Financial Planning, LLC | 14.81K | Jun 30, 26 | +260 | 0.01% |
| Rehmann Capital Advisory Group | 14.52K | Jun 30, 26 | +939 | 0.01% |
| Williams & Novak, LLC | 14.48K | Jun 30, 26 | +626 | 0.01% |
| CLG LLC | 14.31K | Jun 30, 26 | -279 | 0.01% |
| Platform Wealth Management, LLC | 14.20K | Jun 30, 26 | +14.20K | 0.01% |
| Nautilus Advisors LLC | 14.19K | Jun 30, 26 | -1.60K | 0.01% |
| Eaton-Cambridge Inc. | 12.80K | Jun 30, 26 | +76 | 0.01% |
| TAGStone Capital, Inc. | 12.80K | Jun 30, 26 | -3.38K | 0.01% |
| VICTORY FINANCIAL GROUP, LLC | 12.68K | Jun 30, 26 | +815 | 0.01% |
| AE Wealth Management LLC | 12.09K | Jun 30, 26 | +3.38K | 0.01% |
| Stewardship Advisors, LLC | 11.87K | Jun 30, 26 | +533 | 0.01% |
| Herold Advisors, Inc. | 11.55K | Jun 30, 26 | +11.55K | 0.01% |
| COGENT STRATEGIC WEALTH LLC | 11.38K | Jun 30, 26 | -964 | 0.01% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 11.34K | Jun 30, 26 | -- | 0.01% |
| Vistica Wealth Advisors, LLC | 11.13K | Jun 30, 26 | +787 | 0.01% |
| Glass Jacobson Investment Advisors llc | 10.99K | Jun 30, 26 | +120 | 0.01% |
| McLean Asset Management Corp | 10.60K | Jun 30, 26 | +10.60K | 0.01% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10.41K | Jun 30, 26 | +3.80K | 0.01% |
| Trailhead Planners LLC | 10.27K | Jun 30, 26 | +10.27K | 0.01% |
| HFG Wealth Management, LLC | 10.24K | Jun 30, 26 | -5.23K | 0.01% |
| Core Wealth Management, Inc. | 9.93K | Jun 30, 26 | -583 | 0.01% |
| Avise Financial Cooperative, Inc. | 9.52K | Jun 30, 26 | +9.52K | 0.01% |
| Facet Wealth, Inc. | 9.14K | Jun 30, 26 | -846 | 0.01% |
| Forum Financial Management, LP | 9.01K | Jun 30, 26 | -45 | 0.01% |
| OMNI 360 Wealth, Inc. | 8.77K | Jun 30, 26 | +110 | 0.01% |
| Lauterbach Financial Advisors, LLC | 8.71K | Jun 30, 26 | +404 | 0.01% |
| Everest Financial Group LLC | 8.54K | Jun 30, 26 | -1.35K | 0.01% |
| McCartney Wealth Management LLC | 8.34K | Jun 30, 26 | +374 | 0.01% |
| Pinnacle Family Advisors, LLC | 8.24K | Jun 30, 26 | -1.78K | 0.01% |
| Stratos Wealth Partners, LTD. | 8.19K | Jun 30, 26 | +8.19K | 0.01% |
| HUNTINGTON NATIONAL BANK | 8.10K | Jun 30, 26 | +8.10K | 0.01% |
| TOTAL INVESTMENT MANAGEMENT INC | 8.05K | Jun 30, 26 | +8.05K | 0.01% |
| Oath Planning, LLC | 7.99K | Jun 30, 26 | -496 | 0.01% |
| SUMMIT WEALTH GROUP LLC / CO | 7.68K | Jun 30, 26 | -333 | 0.01% |
| International Private Wealth Advisors LLC | 7.55K | Jun 30, 26 | +732 | 0.01% |
| Cogent Private Wealth, Inc. | 7.55K | Jun 30, 26 | -- | 0.01% |
| Austin Asset Management Co Inc | 7.51K | Jun 30, 26 | -980 | 0.01% |
| Verus Financial Partners, Inc. | 7.39K | Jun 30, 26 | +17 | 0.01% |
| BUILDER INVESTMENT GROUP INC /ADV | 7.16K | Jun 30, 26 | +1.00K | 0.00% |
| Inspire Advisors, LLC | 7.13K | Jun 30, 26 | +7.13K | 0.00% |
| Shearwater Capital LLC | 7.09K | Jun 30, 26 | -1.41K | 0.00% |
| EP Wealth Advisors, LLC | 7.06K | Jun 30, 26 | +1.16K | 0.00% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 6.87K | Jun 30, 26 | +6.87K | 0.00% |
| Hutchens & Kramer Investment Management Group, LLC | 6.76K | Jun 30, 26 | -3.10K | 0.00% |
| marrick wealth, LLC | 6.73K | Jun 30, 26 | +420 | 0.00% |
| Vermillion Wealth Management, Inc. | 6.71K | Jun 30, 26 | +68 | 0.00% |
| Venture Visionary Partners LLC | 6.66K | Jun 30, 26 | +6.66K | 0.00% |
| SILVER OAK SECURITIES, INCORPORATED | 6.61K | Jun 30, 26 | +815 | 0.00% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 6.58K | Jun 30, 26 | +6.58K | 0.00% |
| Pensionmark Financial Group, LLC | 6.51K | Jun 30, 26 | -- | 0.00% |
| Matisse Capital | 6.50K | Jun 30, 26 | -- | 0.00% |
| Reyes Financial Architecture, Inc. | 6.44K | Jun 30, 26 | -32 | 0.00% |
| Plancorp, LLC | 6.42K | Jun 30, 26 | +316 | 0.00% |
| Annandale Capital, LLC | 6.38K | Jun 30, 26 | -1.46K | 0.00% |
| Vantus Wealth LLC | 6.27K | Jun 30, 26 | +6.27K | 0.00% |
| Abel Hall, LLC | 6.17K | Jun 30, 26 | -72 | 0.00% |
| KELLY FINANCIAL GROUP LLC | 5.98K | Jun 30, 26 | -107 | 0.00% |
| JM2 Capital Inc. | 5.95K | Jun 30, 26 | -119 | 0.00% |
| Mutual Advisors, LLC | 5.88K | Jun 30, 26 | -74 | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5.81K | Jun 30, 26 | +5.81K | 0.00% |
| PRINCIPAL SECURITIES, INC. | 5.74K | Jun 30, 26 | +5.74K | 0.00% |
| TCFG Investment Advisors, LLC | 5.64K | Jun 30, 26 | +829 | 0.00% |
| 25 LLC | 5.63K | Jun 30, 26 | +1.02K | 0.00% |
| LAM GROUP, INC. | 5.59K | Jun 30, 26 | +5 | 0.00% |
| MORGAN STANLEY | 5.50K | Jun 30, 26 | -1.33K | 0.00% |
| Security Financial Services, INC. | 5.46K | Jun 30, 26 | -381 | 0.00% |
| Colonial Trust Co / SC | 5.45K | Jun 30, 26 | +5.45K | 0.00% |
| Capstone Wealth Management, Inc. | 5.37K | Jun 30, 26 | +33 | 0.00% |
| SRS Capital Advisors, Inc. | 5.30K | Jun 30, 26 | +284 | 0.00% |
| AdvisorNet Financial, Inc | 5.22K | Jun 30, 26 | +607 | 0.00% |
| PINNEY & SCOFIELD, INC. | 5.18K | Jun 30, 26 | +891 | 0.00% |
| Helen Stephens Group, LLC | 5.12K | Jun 30, 26 | -3.04K | 0.00% |
| Investmark Advisory Group LLC | 5.10K | Jun 30, 26 | +28 | 0.00% |
| BankChampaign, National Association | 5.06K | Jun 30, 26 | -- | 0.00% |
| Seaside Wealth Management, Inc. | 5.01K | Jun 30, 26 | -2.64K | 0.00% |
| Sanchez Levi Garrett | 4.94K | Jun 30, 26 | -- | 0.00% |
| ATLas Financial Planning LLC | 4.85K | Jun 30, 26 | -- | 0.00% |
| FinDec Wealth Services, Inc. | 4.82K | Jun 30, 26 | -16 | 0.00% |
| Forefront Wealth Partners, LLC | 4.58K | Jun 30, 26 | +4.58K | 0.00% |
| Midwest Trust Co | 4.53K | Jun 30, 26 | -135 | 0.00% |
| Equitable Holdings, Inc. | 4.40K | Jun 30, 26 | +4.40K | 0.00% |
| Investment Advisory Group, LLC | 4.37K | Jun 30, 26 | -- | 0.00% |
| GOLDMAN SACHS GROUP INC | 4.33K | Jun 30, 26 | +4.33K | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | 4.27K | Jun 30, 26 | -4.27K | 0.00% |
| NewEdge Advisors, LLC | 4.18K | Jun 30, 26 | +208 | 0.00% |
| CENTRAL TRUST Co | 4.07K | Jun 30, 26 | -230 | 0.00% |
| Millstone Evans Group, LLC | 3.91K | Jun 30, 26 | -23 | 0.00% |
| Physician Wealth Advisors, Inc. | 3.60K | Jun 30, 26 | +1.82K | 0.00% |
| ROGCO, LP | 3.47K | Jun 30, 26 | -- | 0.00% |
| Montgomery Financial Services LLC | 3.38K | Jun 30, 26 | +3.38K | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.36K | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 3.21K | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.83K | Jun 30, 26 | -5.51K | 0.00% |
| Topsail Wealth Management, LLC | 2.69K | Jun 30, 26 | +764 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 2.68K | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 2.62K | Jun 30, 26 | +2.36K | 0.00% |
| Aptus Capital Advisors, LLC | 2.59K | Jun 30, 26 | +130 | 0.00% |
| Larson Financial Group LLC | 2.36K | Jun 30, 26 | -523 | 0.00% |
| Smallwood Wealth Investment Management, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 1.97K | Jun 30, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 1.67K | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 1.36K | Jun 30, 26 | +1.36K | 0.00% |
| Oakworth Capital, Inc. | 1.31K | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 1.25K | Jun 30, 26 | +120 | 0.00% |
| Arlington Trust Co LLC | 1.11K | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 1.00K | Jun 30, 26 | -71 | 0.00% |
| Parallel Advisors, LLC | 860 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 767 | Jun 30, 26 | +17 | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 749 | Jun 30, 26 | +8 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 718 | Jun 30, 26 | -1 | 0.00% |
| RHL GROUP, LLC | 648 | Jun 30, 26 | +146 | 0.00% |
| McCarthy Grittinger Financial Group, LLC | 581 | Jun 30, 26 | -- | 0.00% |
| DecisionPoint Financial, LLC | 485 | Jun 30, 26 | -861 | 0.00% |
| Wellington Grp LLC | 427 | Jun 30, 26 | -- | 0.00% |
| Orion Capital Management LLC | 415 | Jun 30, 26 | -- | 0.00% |
| Rialto Wealth Management, LLC | 315 | Jun 30, 26 | -- | 0.00% |
| 3 FACTOR INDEXING, LLC | 307 | Jun 30, 26 | +307 | 0.00% |
| CHAPMAN FINANCIAL GROUP, LLC | 267 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 211 | Jun 30, 26 | +211 | 0.00% |
| Clean Yield Group | 203 | Jun 30, 26 | +203 | 0.00% |
| FMR LLC | 162 | Jun 30, 26 | -3.02K | 0.00% |
| Cornerstone Planning Group LLC | 156 | Jun 30, 26 | +156 | 0.00% |
| VANGUARD ADVISERS INC | 135 | Jun 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 129 | Jun 30, 26 | -1.57K | 0.00% |
| CX Institutional | 120 | Jun 30, 26 | +120 | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 113 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 74 | Jun 30, 26 | -743 | 0.00% |
| IFG Advisory, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 2 | Jun 30, 26 | +2 | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 1 | Jun 30, 26 | +1 | 0.00% |
| SIGNATUREFD, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -11.86K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -814 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -108.76K | -- |
| INDEPENDENT FINANCIAL GROUP, LLC | -- | Jun 30, 26 | -12.76K | -- |
| 49 WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -83.57K | -- |
| Stillwater Private Wealth, LLC | -- | Jun 30, 26 | -5.80K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -740 | -- |
| Atlantic Union Bankshares Corp | -- | Jun 30, 26 | -411 | -- |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | -- | Jun 30, 26 | -10.36K | -- |
| Concorde Asset Management, LLC | -- | Jun 30, 26 | -4.63K | -- |
| Linscomb & Williams, Inc. | -- | Jun 30, 26 | -33.97K | -- |
| Worth Asset Management, LLC | -- | Jun 30, 26 | -12.58K | -- |
| Wright Fund Management, LLC | -- | Jun 30, 26 | -208.39K | -- |
| Trust Point Inc. | -- | Jun 30, 26 | -5.88K | -- |
| Synergy Asset Management, LLC | -- | Jun 30, 26 | -8.84K | -- |
| Brookstone Capital Management | -- | Jun 30, 26 | -4.67K | -- |
| Broadhurst Jeffrey B | -- | Jun 30, 26 | -60.93K | -- |
| Citrine Capital LLC | -- | Jun 30, 26 | -4.23K | -- |
| HHM Wealth Advisors, LLC | -- | Jun 30, 26 | -315 | -- |
| McIlrath & Eck, LLC | 1.30M | Mar 31, 26 | +165.52K | 0.89% |
| Claris Financial LLC | 6.44K | Mar 31, 26 | +556 | 0.00% |
| CWM, LLC | 6.03K | Mar 31, 26 | -5.53K | 0.00% |
| rebel Financial LLC | 4.95K | Mar 31, 26 | +81 | 0.00% |
| TCFG WEALTH MANAGEMENT, LLC | 4.81K | Mar 31, 26 | +342 | 0.00% |
| Grunden Financial Advisory, Inc. | 514.52K | Dec 31, 25 | +1.74K | 0.35% |
| Austin Private Wealth, LLC | 55.49K | Dec 31, 25 | +6.16K | 0.04% |
| COMERICA BANK | 3.21K | Dec 31, 25 | +314 | 0.00% |
| Hemington Wealth Management | 626.43K | Sep 30, 25 | +57.56K | 0.43% |
| PBMares Wealth Management LLC | 200.64K | Sep 30, 25 | +69.44K | 0.14% |
| Binnacle Investments Inc | 104.63K | Sep 30, 25 | +5.56K | 0.07% |
| Copperleaf Capital, LLC | 38.83K | Sep 30, 25 | +7.32K | 0.03% |
| Kathleen S. Wright Associates Inc. | 16.90K | Sep 30, 25 | -- | 0.01% |
| Willow Creek Wealth Management Inc. | 14.53K | Sep 30, 25 | +14.53K | 0.01% |
| David Wealth Management LLC | 360.83K | Jun 30, 25 | +12.29K | 0.25% |
| Blue Oak Capital, LLC | 127.17K | Jun 30, 25 | +21.43K | 0.09% |
| Parkworth Wealth Management, Inc. | 81.61K | Jun 30, 25 | +1.55K | 0.06% |
| PrairieView Partners, LLC | 75.91K | Jun 30, 25 | +5.83K | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 21.05K | Jun 30, 25 | +4.80K | 0.01% |
| KRAFT ASSET MANAGEMENT, LLC | 17.87K | Jun 30, 25 | -3.00K | 0.01% |
| Atria Wealth Solutions, Inc. | 14.08K | Jun 30, 25 | -7.81K | 0.01% |
| Orion Portfolio Solutions, LLC | 81.48K | Mar 31, 25 | +11.76K | 0.06% |
| WMS Partners, LLC | 10.79K | Dec 31, 24 | -1.46K | 0.01% |
| Waypoint Capital Advisors, LLC | 150.25K | Sep 30, 24 | +23.77K | 0.10% |
| LifePro Asset Management | 80.17K | Sep 30, 24 | +14.57K | 0.05% |
| Bridge Advisory, LLC | 56.47K | Sep 30, 24 | +1.61K | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 21.77K | Sep 30, 24 | +931 | 0.01% |
| Annapolis Financial Services, LLC | 20.55K | Sep 30, 24 | -3.81K | 0.01% |
| CEDRUS LLC | 9.15K | Sep 30, 24 | +9.15K | 0.01% |
| First Trust Investment Solutions L.P. | 5.32K | Sep 30, 24 | -- | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2.08M | Jun 30, 24 | +501.19K | 1.42% |
| FirstPurpose Wealth LLC | 94.77K | Mar 31, 24 | +8.78K | 0.06% |
| Cetera Advisor Networks LLC | 9.80K | Mar 31, 24 | +2.33K | 0.01% |
| WEALTHSOURCE PARTNERS, LLC | 44.72K | Dec 31, 23 | +4.98K | 0.03% |
| Simplicity Solutions, LLC | 5.70K | Dec 31, 23 | +5.70K | 0.00% |
| Baystate Wealth Management LLC | 4 | Dec 31, 23 | +4 | 0.00% |
| TRIAD FINANCIAL ADVISORS, INC. | 616.39K | Sep 30, 23 | +124.84K | 0.42% |
| PATHSTONE FAMILY OFFICE, LLC | 264.25K | Sep 30, 23 | +235.35K | 0.18% |
| Steward Financial Group LLC | 44.54K | Sep 30, 23 | +44.54K | 0.03% |
| Silicon Hills Wealth Management, LLC | 519.48K | Jun 30, 23 | +31.50K | 0.35% |
| Relaxing Retirement Coach | 4.54K | Jun 30, 23 | +4.54K | 0.00% |
| Baldrige Asset Management LLC | 12.29K | Mar 31, 23 | +159 | 0.01% |
| Laurel Wealth Advisors, Inc. | 9.02K | Dec 31, 22 | +9.02K | 0.01% |
| CPWM, LLC | 12.69K | Sep 30, 22 | +6.83K | 0.01% |
| Adams Chetwood Wealth Management LLC | 680.71K | Mar 31, 22 | +668.06K | 0.46% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | -- | Mar 31, 22 | -11.85K | -- |