DFSD

Institutional Ownership

Top 516 Institutional Holders
HolderSharesDateChange% Held
Colony Group, LLC7.25MJun 30, 26+1.13M4.95%
Buckingham Strategic Partners6.34MJun 30, 26+1.21M4.33%
Apella Capital, LLC5.42MJun 30, 26+174.56K3.70%
Resources Investment Advisors, LLC.3.88MJun 30, 26+180.94K2.65%
Savant Capital, LLC3.65MJun 30, 26-249.12K2.50%
Root Financial Partners, LLC3.64MJun 30, 26+645.95K2.48%
Vise Technologies, Inc.3.49MJun 30, 26+1.22M2.38%
Beaird Harris Wealth Management, LLC3.20MJun 30, 26+89.73K2.18%
Planning Center, Inc.2.90MJun 30, 26+96.06K1.98%
ENVESTNET ASSET MANAGEMENT INC2.68MJun 30, 26+264.19K1.83%
DiNuzzo Private Wealth, Inc.2.08MJun 30, 26+39.40K1.42%
HighTower Advisors, LLC2.00MJun 30, 26+27.78K1.36%
Great Waters Wealth Management1.95MJun 30, 26+165.25K1.33%
PHILLIPS FINANCIAL MANAGEMENT, LLC1.76MJun 30, 26+42.55K1.20%
Rachor Investment Advisory Services, LLC1.52MJun 30, 26+66.57K1.04%
Rather & Kittrell, Inc.1.43MJun 30, 26+97.89K0.98%
Diversified Portfolios, Inc.1.34MJun 30, 26-1.42K0.91%
ASSETMARK, INC1.28MJun 30, 26+93.26K0.88%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC1.27MJun 30, 26+25.89K0.87%
COMMONWEALTH EQUITY SERVICES, LLC1.23MJun 30, 26+46.55K0.84%
WPWealth LLP1.19MJun 30, 26-21.13K0.81%
Ruedi Wealth Management, Inc.1.14MJun 30, 26+47.66K0.78%
55 North Private Wealth, LLC1.07MJun 30, 26+194.42K0.73%
Beacon Pointe Advisors, LLC1.05MJun 30, 26+128.07K0.71%
Financial Plan, Inc.1.04MJun 30, 26+120.89K0.71%
CURIO WEALTH, LLC1.03MJun 30, 26+75.10K0.71%
RAM Investment Partners, LLC1.01MJun 30, 26+9.99K0.69%
CPA Asset Management LLC980.94KJun 30, 26+524.23K0.67%
Parkwoods Wealth Partners, LLC972.13KJun 30, 26+526.27K0.66%
PARK AVENUE SECURITIES LLC903.19KJun 30, 26+133.48K0.62%
Altiora Financial Group, LLC876.91KJun 30, 26-45.60K0.60%
Woodward Financial Advisors, Inc.857.88KJun 30, 26+857.88K0.59%
BANK OF AMERICA CORP /DE/847.82KJun 30, 26+96.17K0.58%
Signature Resources Capital Management, LLC812.64KJun 30, 26+39.56K0.55%
Wealthquest Corp804.12KJun 30, 26+32.64K0.55%
Elser Financial Planning, Inc798.09KJun 30, 26+25.38K0.55%
ECLECTIC ASSOCIATES INC /ADV795.67KJun 30, 26+109.61K0.54%
MASECO LLP772.36KJun 30, 26+33.52K0.53%
Wheelhouse Advisory Group LLC771.24KJun 30, 26+153.71K0.53%
GREAT OAK CAPITAL PARTNERS, LLC663.88KJun 30, 26+68.16K0.45%
NORTHWEST WEALTH MANAGEMENT, LLC640.17KJun 30, 26+85.26K0.44%
Mattern Wealth Management LLC604.52KJun 30, 26+1.15K0.41%
Valued Wealth Advisors LLC601.23KJun 30, 26+43.50K0.41%
Allegiance Financial Group Advisory Services LLC581.10KJun 30, 26+69.20K0.40%
Farther Finance Advisors, LLC579.72KJun 30, 26+11.60K0.40%
Integrated Wealth Concepts LLC562.11KJun 30, 26+277.63K0.38%
JACKSON THORNTON ASSET MANAGEMENT, LLC549.06KJun 30, 26+42.68K0.37%
Keyes, Stange & Wooten Wealth Management, LLC541.97KJun 30, 26+49.22K0.37%
LEGACY FINANCIAL GROUP, INC.538.93KJun 30, 26+71.61K0.37%
Cornerstone Wealth Partners, LLC529.63KJun 30, 26+73.00K0.36%
SC&H Financial Advisors, Inc.528.60KJun 30, 26+44.42K0.36%
CLUNE & ASSOCIATES, LTD.521.10KJun 30, 26+159.96K0.36%
Wolfstich Capital, LLC511.75KJun 30, 26+102.06K0.35%
Cambridge Investment Research Advisors, Inc.510.50KJun 30, 26+163.31K0.35%
Sterling Wealth Advisors Inc506.13KJun 30, 26+6.11K0.35%
Allworth Financial LP498.27KJun 30, 26-437.44K0.34%
Vestment Financial LLC492.74KJun 30, 26+14.93K0.34%
Guardian Wealth Management, LLC489.27KJun 30, 26+40.08K0.33%
AWM CAPITAL, LLC464.61KJun 30, 26+68.65K0.32%
Three Arch Wealth Management LLC458.15KJun 30, 26+81.92K0.31%
LPL Financial LLC454.79KJun 30, 26+115.94K0.31%
Pacific Asset Management, LLC448.75KJun 30, 26+29.73K0.31%
Verisail Partners, LLC423.42KJun 30, 26+17.10K0.29%
SageOak Financial, LLC418.29KJun 30, 26+17.00K0.29%
AlphaStar Capital Management, LLC411.28KJun 30, 26+24.20K0.28%
Onyx Financial Advisors, LLC408.90KJun 30, 26+22.69K0.28%
ADVISOR GROUP HOLDINGS, INC.408.56KJun 30, 26+76.07K0.28%
Nova R Wealth, Inc.406.45KJun 30, 26+17.24K0.28%
IMA Wealth, Inc.406.39KJun 30, 26+406.39K0.28%
Tillman Hartley LLC405.53KJun 30, 26+38.77K0.28%
BCU Wealth Advisors, LLC404.46KJun 30, 26+30.47K0.28%
Sterling Wealth Management, Inc.391.35KJun 30, 26+14.66K0.27%
Pine Harbor Wealth Management, LLC389.89KJun 30, 26+21.54K0.27%
Cornerstone Management, Inc.389.34KJun 30, 26+46.02K0.27%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.386.99KJun 30, 26-3.02K0.26%
Vestmark Advisory Solutions, Inc.386.01KJun 30, 26--0.26%
Foundry Financial LLC365.50KJun 30, 26+54.72K0.25%
BCO Wealth Management LLC357.98KJun 30, 26-3480.24%
DRAVO BAY LLC352.80KJun 30, 26+49.76K0.24%
Integrity Advisory Solutions, LLC352.63KJun 30, 26+45.87K0.24%
Brady Martz Wealth Solutions, LLC347.79KJun 30, 26+6.62K0.24%
One Degree Advisors Inc346.27KJun 30, 26+9.73K0.24%
SUSQUEHANNA INTERNATIONAL GROUP, LLP345.24KJun 30, 26+345.24K0.24%
ROYAL BANK OF CANADA343.27KJun 30, 26+16.82K0.23%
Essential Planning, LLC.338.62KJun 30, 26+75.07K0.23%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors338.13KJun 30, 26+41.40K0.23%
STUDIO INVESTMENT MANAGEMENT LLC328.91KJun 30, 26+9.31K0.22%
Kondo Wealth Advisors, Inc.327.04KJun 30, 26+16.93K0.22%
Parkshore Wealth Management, Inc.321.13KJun 30, 26+36.10K0.22%
Oceanside Advisors LLC313.00KJun 30, 26+12.51K0.21%
LIBERTY WEALTH MANAGEMENT LLC309.66KJun 30, 26--0.21%
STEVENS CAPITAL PARTNERS305.40KJun 30, 26+65.02K0.21%
CLIENT 1ST ADVISORY GROUP, LLC301.97KJun 30, 26+5.37K0.21%
Johnson Wealth Management, LLC298.21KJun 30, 26+28.13K0.20%
Shira Ridge Wealth Management296.40KJun 30, 26+13.17K0.20%
RAYMOND JAMES FINANCIAL INC291.67KJun 30, 26+12.78K0.20%
Disciplined Investments, LLC291.46KJun 30, 26+39.45K0.20%
TRUIST FINANCIAL CORP287.21KJun 30, 26+37.97K0.20%
BEACON HILL WEALTH MANAGEMENT LTD.284.95KJun 30, 26+284.95K0.19%
City State Bank284.14KJun 30, 26+21.05K0.19%
Fundamentum, LLC282.39KJun 30, 26+14.50K0.19%
Discipline Wealth Solutions, LLC280.04KJun 30, 26+14.83K0.19%
Kestra Investment Management, LLC278.10KJun 30, 26+67.23K0.19%
Mills Wealth Advisors LLC277.52KJun 30, 26+20.47K0.19%
Waverly Advisors, LLC276.65KJun 30, 26+3.78K0.19%
Werba Rubin Papier Wealth Management276.51KJun 30, 26+17.05K0.19%
Friday Financial274.58KJun 30, 26+54.71K0.19%
Live Oak Private Wealth LLC261.80KJun 30, 26+95.58K0.18%
Gradient Capital Advisors, LLC257.18KJun 30, 26+23.49K0.18%
Selective Wealth Management, Inc.254.95KJun 30, 26+22.71K0.17%
Bay Harbor Wealth Management, LLC250.72KJun 30, 26+6.02K0.17%
Betterment LLC247.12KJun 30, 26+16.81K0.17%
SAX WEALTH ADVISORS, LLC244.77KJun 30, 26-29.56K0.17%
Concord Wealth Partners242.59KJun 30, 26+1.61K0.17%
Fonville Wealth Management LLC242.30KJun 30, 26+88.64K0.17%
Wilkerson Advisory Group LLC238.45KJun 30, 26+13.18K0.16%
Passive Capital Management, LLC.232.51KJun 30, 26-29.71K0.16%
von Borstel & Associates, Inc.230.72KJun 30, 26-1080.16%
Yardley Wealth Management LLC229.98KJun 30, 26+21.55K0.16%
WorthPointe, LLC227.92KJun 30, 26+10.09K0.16%
Steward Partners Investment Advisory, LLC223.96KJun 30, 26-25.58K0.15%
FAMILY WEALTH PARTNERS, LLC217.27KJun 30, 26+8.88K0.15%
Chicago Partners Investment Group LLC205.64KJun 30, 26+28.80K0.14%
CAMBRIDGE CAPITAL MANAGEMENT, LLC196.62KJun 30, 26+7.15K0.13%
Heritage Investment Group, Inc.196.25KJun 30, 26+14.90K0.13%
AA Financial Advisors, LLC196.21KJun 30, 26+5.75K0.13%
HBE Wealth Management, LLC193.23KJun 30, 26+8.58K0.13%
Peirce Capital Management, LLC192.51KJun 30, 26-4.32K0.13%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC188.27KJun 30, 26+13.90K0.13%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV183.43KJun 30, 26+11.63K0.13%
HARBOUR INVESTMENTS, INC.182.26KJun 30, 26+12.79K0.12%
Meredith Wealth Planning180.46KJun 30, 26+20.17K0.12%
Belleair Asset Management, LLC179.97KJun 30, 26+8.07K0.12%
FMB WEALTH MANAGEMENT178.24KJun 30, 26+18.87K0.12%
AssuredPartners Investment Advisors, LLC177.90KJun 30, 26+3.75K0.12%
Cetera Investment Advisers176.07KJun 30, 26-4.16K0.12%
Dynamic Advisor Solutions LLC174.17KJun 30, 26+7260.12%
Triumph Capital Management172.82KJun 30, 26+8.70K0.12%
Arcadia Wealth Management, Inc.170.66KJun 30, 26+8.38K0.12%
Pure Financial Advisors, LLC168.88KJun 30, 26-2.08K0.12%
Vantage Point Financial LLC168.32KJun 30, 26+10.43K0.11%
Kane Co Wealth Management, Inc.167.36KJun 30, 26+31.01K0.11%
Squire Investment Management Company, LLC164.54KJun 30, 26+9.27K0.11%
HEFFERNAN ADVISORY, INC161.76KJun 30, 26+11.20K0.11%
Delap Wealth Advisory, LLC161.75KJun 30, 26+12.24K0.11%
RCS Financial Planning, LLC160.54KJun 30, 26-1.97K0.11%
CFS Investment Advisory Services, LLC158.87KJun 30, 26+3.81K0.11%
Burk Holdings LLC158.86KJun 30, 26+15.51K0.11%
Parker Financial LLC156.51KJun 30, 26+7.76K0.11%
Coston, McIsaac & Partners155.45KJun 30, 26+35.13K0.11%
Approach Retirement Advisors, LLC151.30KJun 30, 26+14.90K0.10%
BDFS Capital LLC150.11KJun 30, 26+30.80K0.10%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC145.91KJun 30, 26-6.08K0.10%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC144.72KJun 30, 26+19.98K0.10%
Index Fund Advisors, Inc.144.60KJun 30, 26+28.49K0.10%
Babb Wealth Advisors LLC140.83KJun 30, 26+8.83K0.10%
Keystone Financial Group, Inc.139.82KJun 30, 26-21.16K0.10%
BOS Asset Management, LLC139.53KJun 30, 26+4.88K0.10%
New Dimensions Wealth Management, LLC138.66KJun 30, 26+9.85K0.09%
Kooman & Associates131.49KJun 30, 26+3.46K0.09%
White Wing Wealth Management131.43KJun 30, 26+4.32K0.09%
Optimus Capital Advisors, LLC130.73KJun 30, 26-14.18K0.09%
SpringVest Wealth Management LLC125.85KJun 30, 26+18.77K0.09%
Diversify Advisory Services, LLC123.54KJun 30, 26+123.54K0.08%
DIVERSIFY WEALTH MANAGEMENT, LLC123.54KJun 30, 26+9.44K0.08%
Krilogy Financial LLC121.91KJun 30, 26+105.28K0.08%
SwitchPoint Financial Planning, LLC119.35KJun 30, 26+7.29K0.08%
Kestra Advisory Services, LLC119.00KJun 30, 26+19.20K0.08%
Torren Management, LLC118.16KJun 30, 26-156.50K0.08%
Invst, LLC117.30KJun 30, 26+35.87K0.08%
BURNEY CO/117.09KJun 30, 26-2.27K0.08%
Simplicity Wealth,LLC116.41KJun 30, 26+8.15K0.08%
CLARIS ADVISORS, LLC / MO /115.89KJun 30, 26+21.60K0.08%
Private Advisory Group LLC114.71KJun 30, 26+114.71K0.08%
Envestnet Portfolio Solutions, Inc.113.76KJun 30, 26+8.81K0.08%
CITIGROUP INC111.93KJun 30, 26+16.09K0.08%
Brinker Capital Investments, LLC110.94KJun 30, 26+3.38K0.08%
Aspirean Wealth, LLC110.23KJun 30, 26+15.76K0.08%
CI Private Wealth, LLC106.57KJun 30, 26+5740.07%
Prism Planning Partners LLC106.53KJun 30, 26+4.24K0.07%
Vermillion & White Wealth Management Group, LLC104.87KJun 30, 26+1.72K0.07%
XY Planning Network, Inc.104.47KJun 30, 26+99.26K0.07%
AQR CAPITAL MANAGEMENT LLC104.33KJun 30, 26+11.68K0.07%
Lakeridge Wealth Management LLC103.15KJun 30, 26-9.06K0.07%
UBS ASSET MANAGEMENT AMERICAS INC101.73KJun 30, 26--0.07%
Tencap Wealth Coaching, LLC101.64KJun 30, 26+3340.07%
MERCER GLOBAL ADVISORS INC /ADV101.61KJun 30, 26-1.10K0.07%
CogentBlue Wealth Advisors, LLC100.74KJun 30, 26+5.10K0.07%
Foundations Investment Advisors, LLC99.55KJun 30, 26+8.66K0.07%
Savvy Advisors, Inc.96.59KJun 30, 26-9610.07%
Mustard Seed Financial, LLC95.46KJun 30, 26+32.12K0.07%
FIDUCIARY FINANCIAL ADVISORS94.97KJun 30, 26+85.63K0.06%
Apollon Wealth Management, LLC94.49KJun 30, 26+42.10K0.06%
Chico Wealth RIA93.86KJun 30, 26--0.06%
VESTIA PERSONAL WEALTH ADVISORS91.50KJun 30, 26+8.45K0.06%
Outbound Financial Inc87.09KJun 30, 26-6.72K0.06%
SJS Investment Consulting Inc.87.06KJun 30, 26-368.25K0.06%
Shore Point Advisors, LLC87.02KJun 30, 26-2.26K0.06%
Graves Light Lenhart Wealth, Inc.85.93KJun 30, 26-1.21K0.06%
Porter White Investment Advisors, Inc.85.06KJun 30, 26+1.65K0.06%
PENNEY FINANCIAL, LLC82.90KJun 30, 26+82.90K0.06%
Sowell Financial Services LLC81.31KJun 30, 26+4.31K0.06%
RFG Advisory, LLC81.27KJun 30, 26+5.25K0.06%
SeedSafe Financial LLC79.48KJun 30, 26-4.55K0.05%
CreativeOne Wealth, LLC78.62KJun 30, 26-37.06K0.05%
Miracle Mile Advisors, LLC76.89KJun 30, 26-4700.05%
MB Generational Wealth, LLC75.09KJun 30, 26+13.26K0.05%
Arkadios Wealth Advisors72.78KJun 30, 26+18.77K0.05%
GREAT VALLEY ADVISOR GROUP, INC.72.31KJun 30, 26+3090.05%
Acorn Wealth Advisors, LLC71.98KJun 30, 26+4.83K0.05%
TCP Asset Management, LLC71.24KJun 30, 26+11.66K0.05%
Aspire Private Capital, LLC71.21KJun 30, 26+18.10K0.05%
Kaufman Rossin Wealth, LLC69.39KJun 30, 26+9.51K0.05%
MML INVESTORS SERVICES, LLC68.46KJun 30, 26+18.39K0.05%
Creative Planning65.22KJun 30, 26-9760.04%
Powerhouse Assets LLC63.82KJun 30, 26-4.42K0.04%
EverSource Wealth Advisors, LLC63.02KJun 30, 26-58.19K0.04%
Keating Financial Advisory Services, Inc.61.07KJun 30, 26+12.62K0.04%
Cerity Partners LLC60.76KJun 30, 26+2.67K0.04%
Henrickson Nauta Wealth Advisors, Inc.59.38KJun 30, 26-2.91K0.04%
SageView Advisory Group, LLC58.35KJun 30, 26-3.90K0.04%
JONES FINANCIAL COMPANIES LLLP58.07KJun 30, 26+6.25K0.04%
BAKER TILLY WEALTH MANAGEMENT, LLC57.92KJun 30, 26+16.89K0.04%
ProCore Advisors, LLC57.26KJun 30, 26+6170.04%
Wealth Advisors Northwest LLC56.92KJun 30, 26+14.59K0.04%
Accurate Wealth Management, LLC56.88KJun 30, 26+44.75K0.04%
TCI Wealth Advisors, Inc.52.87KJun 30, 26+6150.04%
LYNX CAPITAL GROUP LTD /ADV52.59KJun 30, 26+18.91K0.04%
Wheels Up Wealth, Inc.52.18KJun 30, 26+1.22K0.04%
Strategic Investment Solutions, Inc. /IL50.76KJun 30, 26+11.31K0.03%
DOPKINS WEALTH MANAGEMENT, LLC50.74KJun 30, 26+2.17K0.03%
Hippocratic Financial Advisors, LLC50.72KJun 30, 26-3360.03%
JPMORGAN CHASE & CO50.26KJun 30, 26+16.88K0.03%
Five Oceans Advisors49.40KJun 30, 26-6.96K0.03%
American Investment Services, Inc.47.90KJun 30, 26+9.03K0.03%
Narus Financial Partners, LLC47.51KJun 30, 26+9220.03%
Private Advisor Group, LLC47.37KJun 30, 26-46.12K0.03%
IFP Advisors, Inc47.35KJun 30, 26+5950.03%
MARYLAND CAPITAL ADVISORS INC.46.96KJun 30, 26+46.96K0.03%
Tassel Capital Management, Inc.46.48KJun 30, 26-1.30K0.03%
Applied Capital LLC45.37KJun 30, 26-1.09K0.03%
Foundation Wealth Management, LLC\PA45.15KJun 30, 26--0.03%
Vigil Wealth Management, LLC43.81KJun 30, 26+2580.03%
Barry Investment Advisors, LLC42.13KJun 30, 26-4.52K0.03%
Rockwood Wealth Management, LLC41.06KJun 30, 26-4.28K0.03%
SENTINEL WEALTH MANAGEMENT, INC.39.97KJun 30, 26+2.71K0.03%
Hartmann Taylor Wealth Management, LLC39.30KJun 30, 26--0.03%
Pioneer Wealth Management Group38.94KJun 30, 26+38.94K0.03%
SUTTON PLACE INVESTORS LLC38.19KJun 30, 26+4770.03%
Pillar Financial Advisors, LLC37.83KJun 30, 26-940.03%
Wealthspire Advisors, LLC37.80KJun 30, 26--0.03%
Straight Path Wealth Management37.64KJun 30, 26+22.65K0.03%
Aegis Wealth Management LLC36.67KJun 30, 26-8890.03%
Pathstone Holdings, LLC35.06KJun 30, 26-1.37K0.02%
Capstone Wealth Management, LLC34.97KJun 30, 26+3.50K0.02%
JDH Wealth Management, LLC34.70KJun 30, 26+5.91K0.02%
QUARRY HILL ADVISORS, LLC33.90KJun 30, 26+2.31K0.02%
Modera Wealth Management, LLC33.87KJun 30, 26+1.23K0.02%
Forza Wealth Management, LLC33.20KJun 30, 26--0.02%
Arcadia Wealth Management, LLC33.02KJun 30, 26-7.17K0.02%
BetterWealth, LLC32.98KJun 30, 26+2.91K0.02%
KEB ASSET MANAGEMENT, LLC32.06KJun 30, 26-7.57K0.02%
PFG Advisors31.62KJun 30, 26+2.20K0.02%
FIRETHORN WEALTH PARTNERS, LLC31.54KJun 30, 26+7870.02%
Abacus Wealth Partners, LLC31.22KJun 30, 26+1.50K0.02%
POINCIANA ADVISORS GROUP, LLC31.05KJun 30, 26+5.04K0.02%
DecisionMap Wealth Management, LLC30.87KJun 30, 26+1.65K0.02%
Triad Wealth Partners, LLC30.18KJun 30, 26+3.61K0.02%
MORRIS FINANCIAL CONCEPTS, INC.29.90KJun 30, 26+1260.02%
E-Wealth Partners, LLC29.80KJun 30, 26+3.17K0.02%
Concurrent Investment Advisors, LLC29.80KJun 30, 26+2.87K0.02%
Integrated Advisors Network LLC29.45KJun 30, 26+14.23K0.02%
StrongBox Wealth, LLC29.38KJun 30, 26+29.38K0.02%
Samalin Investment Counsel, LLC29.35KJun 30, 26+2530.02%
CYPRESS FINANCIAL PLANNING LLC28.64KJun 30, 26+1760.02%
Merit Financial Group, LLC28.37KJun 30, 26+1.60K0.02%
MISSION WEALTH MANAGEMENT, LP28.23KJun 30, 26+9.30K0.02%
DEMMING FINANCIAL SERVICES CORP /ADV28.18KJun 30, 26+2.93K0.02%
Smartleaf Asset Management LLC27.07KJun 30, 26--0.02%
Geometric Wealth Advisors26.86KJun 30, 26+6070.02%
KESTRA PRIVATE WEALTH SERVICES, LLC26.37KJun 30, 26+26.37K0.02%
Strathmore Capital Advisors, Inc.26.14KJun 30, 26+14.43K0.02%
Safeguard Investment Advisory Group, LLC25.02KJun 30, 26+1.23K0.02%
Washington Trust Advisors, Inc.24.53KJun 30, 26+1770.02%
CSP Financial Group, LLC24.51KJun 30, 26+1.04K0.02%
UBS Group AG24.34KJun 30, 26+6.70K0.02%
ELEVATE WEALTH ADVISORY, INC23.76KJun 30, 26+3050.02%
PLANWISER FINANCIAL, LLC23.70KJun 30, 26+1.42K0.02%
Geneos Wealth Management Inc.23.59KJun 30, 26+5.01K0.02%
Solutions 4 Wealth, Ltd22.29KJun 30, 26-6.81K0.02%
Two West Capital Advisors LLC22.01KJun 30, 26-1.81K0.02%
Mariner, LLC22.00KJun 30, 26-9070.02%
HMV Wealth Advisors, LLC21.82KJun 30, 26+5.39K0.01%
Quantinno Capital Management LP19.11KJun 30, 26+19.11K0.01%
CARY STREET PARTNERS FINANCIAL LLC19.10KJun 30, 26-7.77K0.01%
IHT Wealth Management, LLC19.10KJun 30, 26+3.59K0.01%
Leading Edge Financial Planning LLC19.07KJun 30, 26+3.66K0.01%
Financial Symmetry Inc18.92KJun 30, 26-2.00K0.01%
Blossom Wealth Management18.76KJun 30, 26-4620.01%
Canvas Wealth Advisors, LLC18.69KJun 30, 26+18.69K0.01%
USAdvisors Wealth Management, LLC18.30KJun 30, 26-1680.01%
Lutz Financial Services LLC18.25KJun 30, 26-1.53K0.01%
NWAM LLC17.63KJun 30, 26-360.01%
GeoWealth Management, LLC17.25KJun 30, 26+2580.01%
MGO ONE SEVEN LLC17.10KJun 30, 26-6080.01%
Timonier Family Office, LTD.16.77KJun 30, 26+16.77K0.01%
Advyzon Investment Management, LLC16.75KJun 30, 26+2740.01%
HB Wealth Management, LLC16.41KJun 30, 26+490.01%
Ashton Thomas Private Wealth, LLC16.41KJun 30, 26+3770.01%
Ballast Rock Private Wealth LLC16.32KJun 30, 26+2990.01%
DIXON FNANCIAL SERVICES, INC.16.28KJun 30, 26+3.65K0.01%
CITADEL ADVISORS LLC16.01KJun 30, 26+8.91K0.01%
Stirlingshire Investments, Inc.16.00KJun 30, 26+1.14K0.01%
CARDIFF PARK ADVISORS, LLC15.98KJun 30, 26+1250.01%
Forthright Family Wealth Advisory LLC15.93KJun 30, 26-1.48K0.01%
Prospera Financial Services Inc15.58KJun 30, 26+3.74K0.01%
Navigoe, LLC15.50KJun 30, 26+4160.01%
Valmark Advisers, Inc.15.46KJun 30, 26+15.46K0.01%
Warburton Capital Management, LLC15.06KJun 30, 26+3890.01%
Donalies Financial Planning, LLC14.81KJun 30, 26+2600.01%
Rehmann Capital Advisory Group14.52KJun 30, 26+9390.01%
Williams & Novak, LLC14.48KJun 30, 26+6260.01%
CLG LLC14.31KJun 30, 26-2790.01%
Platform Wealth Management, LLC14.20KJun 30, 26+14.20K0.01%
Nautilus Advisors LLC14.19KJun 30, 26-1.60K0.01%
Eaton-Cambridge Inc.12.80KJun 30, 26+760.01%
TAGStone Capital, Inc.12.80KJun 30, 26-3.38K0.01%
VICTORY FINANCIAL GROUP, LLC12.68KJun 30, 26+8150.01%
AE Wealth Management LLC12.09KJun 30, 26+3.38K0.01%
Stewardship Advisors, LLC11.87KJun 30, 26+5330.01%
Herold Advisors, Inc.11.55KJun 30, 26+11.55K0.01%
COGENT STRATEGIC WEALTH LLC11.38KJun 30, 26-9640.01%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC11.34KJun 30, 26--0.01%
Vistica Wealth Advisors, LLC11.13KJun 30, 26+7870.01%
Glass Jacobson Investment Advisors llc10.99KJun 30, 26+1200.01%
McLean Asset Management Corp10.60KJun 30, 26+10.60K0.01%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC10.41KJun 30, 26+3.80K0.01%
Trailhead Planners LLC10.27KJun 30, 26+10.27K0.01%
HFG Wealth Management, LLC10.24KJun 30, 26-5.23K0.01%
Core Wealth Management, Inc.9.93KJun 30, 26-5830.01%
Avise Financial Cooperative, Inc.9.52KJun 30, 26+9.52K0.01%
Facet Wealth, Inc.9.14KJun 30, 26-8460.01%
Forum Financial Management, LP9.01KJun 30, 26-450.01%
OMNI 360 Wealth, Inc.8.77KJun 30, 26+1100.01%
Lauterbach Financial Advisors, LLC8.71KJun 30, 26+4040.01%
Everest Financial Group LLC8.54KJun 30, 26-1.35K0.01%
McCartney Wealth Management LLC8.34KJun 30, 26+3740.01%
Pinnacle Family Advisors, LLC8.24KJun 30, 26-1.78K0.01%
Stratos Wealth Partners, LTD.8.19KJun 30, 26+8.19K0.01%
HUNTINGTON NATIONAL BANK8.10KJun 30, 26+8.10K0.01%
TOTAL INVESTMENT MANAGEMENT INC8.05KJun 30, 26+8.05K0.01%
Oath Planning, LLC7.99KJun 30, 26-4960.01%
SUMMIT WEALTH GROUP LLC / CO7.68KJun 30, 26-3330.01%
International Private Wealth Advisors LLC7.55KJun 30, 26+7320.01%
Cogent Private Wealth, Inc.7.55KJun 30, 26--0.01%
Austin Asset Management Co Inc7.51KJun 30, 26-9800.01%
Verus Financial Partners, Inc.7.39KJun 30, 26+170.01%
BUILDER INVESTMENT GROUP INC /ADV7.16KJun 30, 26+1.00K0.00%
Inspire Advisors, LLC7.13KJun 30, 26+7.13K0.00%
Shearwater Capital LLC7.09KJun 30, 26-1.41K0.00%
EP Wealth Advisors, LLC7.06KJun 30, 26+1.16K0.00%
TANDEMGROWTH FINANCIAL ADVISORS LLC6.87KJun 30, 26+6.87K0.00%
Hutchens & Kramer Investment Management Group, LLC6.76KJun 30, 26-3.10K0.00%
marrick wealth, LLC6.73KJun 30, 26+4200.00%
Vermillion Wealth Management, Inc.6.71KJun 30, 26+680.00%
Venture Visionary Partners LLC6.66KJun 30, 26+6.66K0.00%
SILVER OAK SECURITIES, INCORPORATED6.61KJun 30, 26+8150.00%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC6.58KJun 30, 26+6.58K0.00%
Pensionmark Financial Group, LLC6.51KJun 30, 26--0.00%
Matisse Capital6.50KJun 30, 26--0.00%
Reyes Financial Architecture, Inc.6.44KJun 30, 26-320.00%
Plancorp, LLC6.42KJun 30, 26+3160.00%
Annandale Capital, LLC6.38KJun 30, 26-1.46K0.00%
Vantus Wealth LLC6.27KJun 30, 26+6.27K0.00%
Abel Hall, LLC6.17KJun 30, 26-720.00%
KELLY FINANCIAL GROUP LLC5.98KJun 30, 26-1070.00%
JM2 Capital Inc.5.95KJun 30, 26-1190.00%
Mutual Advisors, LLC5.88KJun 30, 26-740.00%
KINGSWOOD WEALTH ADVISORS, LLC5.81KJun 30, 26+5.81K0.00%
PRINCIPAL SECURITIES, INC.5.74KJun 30, 26+5.74K0.00%
TCFG Investment Advisors, LLC5.64KJun 30, 26+8290.00%
25 LLC5.63KJun 30, 26+1.02K0.00%
LAM GROUP, INC.5.59KJun 30, 26+50.00%
MORGAN STANLEY5.50KJun 30, 26-1.33K0.00%
Security Financial Services, INC.5.46KJun 30, 26-3810.00%
Colonial Trust Co / SC5.45KJun 30, 26+5.45K0.00%
Capstone Wealth Management, Inc.5.37KJun 30, 26+330.00%
SRS Capital Advisors, Inc.5.30KJun 30, 26+2840.00%
AdvisorNet Financial, Inc5.22KJun 30, 26+6070.00%
PINNEY & SCOFIELD, INC.5.18KJun 30, 26+8910.00%
Helen Stephens Group, LLC5.12KJun 30, 26-3.04K0.00%
Investmark Advisory Group LLC5.10KJun 30, 26+280.00%
BankChampaign, National Association5.06KJun 30, 26--0.00%
Seaside Wealth Management, Inc.5.01KJun 30, 26-2.64K0.00%
Sanchez Levi Garrett4.94KJun 30, 26--0.00%
ATLas Financial Planning LLC4.85KJun 30, 26--0.00%
FinDec Wealth Services, Inc.4.82KJun 30, 26-160.00%
Forefront Wealth Partners, LLC4.58KJun 30, 26+4.58K0.00%
Midwest Trust Co4.53KJun 30, 26-1350.00%
Equitable Holdings, Inc.4.40KJun 30, 26+4.40K0.00%
Investment Advisory Group, LLC4.37KJun 30, 26--0.00%
GOLDMAN SACHS GROUP INC4.33KJun 30, 26+4.33K0.00%
Patriot Financial Group Insurance Agency, LLC4.27KJun 30, 26-4.27K0.00%
NewEdge Advisors, LLC4.18KJun 30, 26+2080.00%
CENTRAL TRUST Co4.07KJun 30, 26-2300.00%
Millstone Evans Group, LLC3.91KJun 30, 26-230.00%
Physician Wealth Advisors, Inc.3.60KJun 30, 26+1.82K0.00%
ROGCO, LP3.47KJun 30, 26--0.00%
Montgomery Financial Services LLC3.38KJun 30, 26+3.38K0.00%
Gunpowder Capital Management, LLC dba Oliver Wealth Management3.36KJun 30, 26--0.00%
FIFTH THIRD BANCORP3.21KJun 30, 26--0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.83KJun 30, 26-5.51K0.00%
Topsail Wealth Management, LLC2.69KJun 30, 26+7640.00%
NATIONAL BANK OF CANADA /FI/2.68KJun 30, 26--0.00%
WELLS FARGO & COMPANY/MN2.62KJun 30, 26+2.36K0.00%
Aptus Capital Advisors, LLC2.59KJun 30, 26+1300.00%
Larson Financial Group LLC2.36KJun 30, 26-5230.00%
Smallwood Wealth Investment Management, LLC2.00KJun 30, 26--0.00%
MPWM ADVISORY SOLUTIONS, LLC1.97KJun 30, 26--0.00%
VSM Wealth Advisory, LLC1.67KJun 30, 26--0.00%
Global Retirement Partners, LLC1.36KJun 30, 26+1.36K0.00%
Oakworth Capital, Inc.1.31KJun 30, 26--0.00%
Kilter Group LLC1.25KJun 30, 26+1200.00%
Arlington Trust Co LLC1.11KJun 30, 26--0.00%
Medallion Wealth Advisors, LLC1.00KJun 30, 26-710.00%
Parallel Advisors, LLC860Jun 30, 26--0.00%
Rockefeller Capital Management L.P.767Jun 30, 26+170.00%
Moisand Fitzgerald Tamayo, LLC749Jun 30, 26+80.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO718Jun 30, 26-10.00%
RHL GROUP, LLC648Jun 30, 26+1460.00%
McCarthy Grittinger Financial Group, LLC581Jun 30, 26--0.00%
DecisionPoint Financial, LLC485Jun 30, 26-8610.00%
Wellington Grp LLC427Jun 30, 26--0.00%
Orion Capital Management LLC415Jun 30, 26--0.00%
Rialto Wealth Management, LLC315Jun 30, 26--0.00%
3 FACTOR INDEXING, LLC307Jun 30, 26+3070.00%
CHAPMAN FINANCIAL GROUP, LLC267Jun 30, 26--0.00%
Silver Grove Financial Group, Inc.211Jun 30, 26+2110.00%
Clean Yield Group203Jun 30, 26+2030.00%
FMR LLC162Jun 30, 26-3.02K0.00%
Cornerstone Planning Group LLC156Jun 30, 26+1560.00%
VANGUARD ADVISERS INC135Jun 30, 26--0.00%
Tradewinds Capital Management, LLC129Jun 30, 26-1.57K0.00%
CX Institutional120Jun 30, 26+1200.00%
C M BIDWELL & ASSOCIATES LTD113Jun 30, 26--0.00%
Rossby Financial, LCC74Jun 30, 26-7430.00%
IFG Advisory, LLC57Jun 30, 26--0.00%
US BANCORP \DE\2Jun 30, 26+20.00%
Strategic Wealth Partners, Ltd.1Jun 30, 26--0.00%
ST GERMAIN D J CO INC1Jun 30, 26+10.00%
SIGNATUREFD, LLC1Jun 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, LLC1.30MMar 31, 26+165.52K0.89%
Claris Financial LLC6.44KMar 31, 26+5560.00%
CWM, LLC6.03KMar 31, 26-5.53K0.00%
rebel Financial LLC4.95KMar 31, 26+810.00%
TCFG WEALTH MANAGEMENT, LLC4.81KMar 31, 26+3420.00%
Grunden Financial Advisory, Inc.514.52KDec 31, 25+1.74K0.35%
Austin Private Wealth, LLC55.49KDec 31, 25+6.16K0.04%
COMERICA BANK3.21KDec 31, 25+3140.00%
Hemington Wealth Management626.43KSep 30, 25+57.56K0.43%
PBMares Wealth Management LLC200.64KSep 30, 25+69.44K0.14%
Binnacle Investments Inc104.63KSep 30, 25+5.56K0.07%
Copperleaf Capital, LLC38.83KSep 30, 25+7.32K0.03%
Kathleen S. Wright Associates Inc.16.90KSep 30, 25--0.01%
Willow Creek Wealth Management Inc.14.53KSep 30, 25+14.53K0.01%
David Wealth Management LLC360.83KJun 30, 25+12.29K0.25%
Blue Oak Capital, LLC127.17KJun 30, 25+21.43K0.09%
Parkworth Wealth Management, Inc.81.61KJun 30, 25+1.55K0.06%
PrairieView Partners, LLC75.91KJun 30, 25+5.83K0.05%
AVANTAX ADVISORY SERVICES, INC.21.05KJun 30, 25+4.80K0.01%
KRAFT ASSET MANAGEMENT, LLC17.87KJun 30, 25-3.00K0.01%
Atria Wealth Solutions, Inc.14.08KJun 30, 25-7.81K0.01%
Orion Portfolio Solutions, LLC81.48KMar 31, 25+11.76K0.06%
WMS Partners, LLC10.79KDec 31, 24-1.46K0.01%
Waypoint Capital Advisors, LLC150.25KSep 30, 24+23.77K0.10%
LifePro Asset Management80.17KSep 30, 24+14.57K0.05%
Bridge Advisory, LLC56.47KSep 30, 24+1.61K0.04%
Raymond James Financial Services Advisors, Inc.21.77KSep 30, 24+9310.01%
Annapolis Financial Services, LLC20.55KSep 30, 24-3.81K0.01%
CEDRUS LLC9.15KSep 30, 24+9.15K0.01%
First Trust Investment Solutions L.P.5.32KSep 30, 24--0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC2.08MJun 30, 24+501.19K1.42%
FirstPurpose Wealth LLC94.77KMar 31, 24+8.78K0.06%
Cetera Advisor Networks LLC9.80KMar 31, 24+2.33K0.01%
WEALTHSOURCE PARTNERS, LLC44.72KDec 31, 23+4.98K0.03%
Simplicity Solutions, LLC5.70KDec 31, 23+5.70K0.00%
Baystate Wealth Management LLC4Dec 31, 23+40.00%
TRIAD FINANCIAL ADVISORS, INC.616.39KSep 30, 23+124.84K0.42%
PATHSTONE FAMILY OFFICE, LLC264.25KSep 30, 23+235.35K0.18%
Steward Financial Group LLC44.54KSep 30, 23+44.54K0.03%
Silicon Hills Wealth Management, LLC519.48KJun 30, 23+31.50K0.35%
Relaxing Retirement Coach4.54KJun 30, 23+4.54K0.00%
Baldrige Asset Management LLC12.29KMar 31, 23+1590.01%
Laurel Wealth Advisors, Inc.9.02KDec 31, 22+9.02K0.01%
CPWM, LLC12.69KSep 30, 22+6.83K0.01%
Adams Chetwood Wealth Management LLC680.71KMar 31, 22+668.06K0.46%
Livingston Group Asset Management CO (operating as Southport Capital Management)--Mar 31, 22-11.85K--
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.