How do I set a price alert for DFSI?

To set a DFSI price alert on Stock Alarm Pro, navigate to the DFSI 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 DFSI?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for DFSI. 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 DFSI?

Stock Alarm Pro supports over 125 trigger types for DFSI: 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 DFSI price changes?

DFSI 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 DFSI alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for DFSI 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.

DFSI Institutional Ownership & 13F Filings

Dimensional International Sustainability Core 1 ETF(DFSI)

$45.16—Stale · unknown old

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Dimensional International Sustainability Core 1 ETF(DFSI)

NYSE • Last print unknown agoAbout this data

$45.16—Stale · unknown old

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DFSI(DFSI)

DFSI

Institutional Ownership

Latest holdings as of Jun 30, 2026Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 277 Institutional Holders

Holder	Shares	Date	Change	% Held
Colony Group, LLC	1.22M	Jun 30, 26	+53.58K	5.06%
MASECO LLP	1.01M	Jun 30, 26	+24.53K	4.20%
AWM CAPITAL, LLC	995.33K	Jun 30, 26	+64.14K	4.13%
Pathstone Holdings, LLC	984.90K	Jun 30, 26	+189.90K	4.09%
Quantum Financial Advisors, LLC	831.10K	Jun 30, 26	-9.31K	3.45%
Francis Financial, Inc.	767.31K	Jun 30, 26	+8.21K	3.19%
Abacus Wealth Partners, LLC	605.28K	Jun 30, 26	+19.18K	2.51%
Five Oceans Advisors	426.58K	Jun 30, 26	+22.62K	1.77%
EP Wealth Advisors, LLC	426.23K	Jun 30, 26	+10.06K	1.77%
Citrine Capital LLC	393.48K	Jun 30, 26	+3.50K	1.63%
Retirement Solution Inc.	349.47K	Jun 30, 26	-566	1.45%
Savant Capital, LLC	309.22K	Jun 30, 26	+38.43K	1.28%
Apella Capital, LLC	303.75K	Jun 30, 26	+13.84K	1.26%
Forum Financial Management, LP	269.20K	Jun 30, 26	+5.42K	1.12%
MERCER GLOBAL ADVISORS INC /ADV	248.54K	Jun 30, 26	+65.65K	1.03%
Elser Financial Planning, Inc	239.76K	Jun 30, 26	+6.60K	1.00%
Bank of New York Mellon Corp	228.45K	Jun 30, 26	+169.82K	0.95%
Balanced Rock Investment Advisor	220.62K	Jun 30, 26	+6.94K	0.92%
Wealthspire Advisors, LLC	218.75K	Jun 30, 26	+160.37K	0.91%
HILL ISLAND FINANCIAL LLC	203.31K	Jun 30, 26	+9.71K	0.84%
Allodium Investment Consultants, LLC	201.94K	Jun 30, 26	+7.91K	0.84%
Planning Center, Inc.	185.18K	Jun 30, 26	+3.39K	0.77%
Buckingham Strategic Partners	184.87K	Jun 30, 26	+48.54K	0.77%
New Capital Management LP	179.99K	Jun 30, 26	-159	0.75%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	156.53K	Jun 30, 26	+4.67K	0.65%
Pure Financial Advisors, LLC	155.08K	Jun 30, 26	-576	0.64%
Wealth Architects, LLC	153.26K	Jun 30, 26	+1.32K	0.64%
RAM Investment Partners, LLC	141.67K	Jun 30, 26	+16.55K	0.59%
QUARRY HILL ADVISORS, LLC	130.87K	Jun 30, 26	+10.64K	0.54%
Greenspring Advisors, LLC	122.71K	Jun 30, 26	-90.26K	0.51%
Beacon Pointe Advisors, LLC	122.58K	Jun 30, 26	-9.20K	0.51%
Resources Investment Advisors, LLC.	120.55K	Jun 30, 26	+8.84K	0.50%
CI Private Wealth, LLC	117.84K	Jun 30, 26	-9.18K	0.49%
Perigon Wealth Management, LLC	111.57K	Jun 30, 26	+151	0.46%
Triune Financial Partners, LLC	111.17K	Jun 30, 26	+888	0.46%
Betterment LLC	110.46K	Jun 30, 26	-4.40K	0.46%
TCI Wealth Advisors, Inc.	110.34K	Jun 30, 26	+2.19K	0.46%
Laurel Wealth Planning LLC	107.96K	Jun 30, 26	+13.07K	0.45%
BROWN ADVISORY INC	104.11K	Jun 30, 26	+6.31K	0.43%
Donalies Financial Planning, LLC	100.62K	Jun 30, 26	-1.37K	0.42%
RAYMOND JAMES FINANCIAL INC	99.01K	Jun 30, 26	-5.19K	0.41%
Angeles Investment Advisors, LLC	97.98K	Jun 30, 26	-12.03K	0.41%
BRIGHTON JONES LLC	97.78K	Jun 30, 26	+10.14K	0.41%
Garde Capital, Inc.	94.11K	Jun 30, 26	+859	0.39%
Aspen Capital Management, LLC	92.56K	Jun 30, 26	+973	0.38%
Equita Financial Network, Inc.	88.29K	Jun 30, 26	+22.47K	0.37%
JANE STREET GROUP, LLC	86.25K	Jun 30, 26	-189.02K	0.36%
RW Investment Management LLC	85.97K	Jun 30, 26	+936	0.36%
Cerity Partners LLC	84.22K	Jun 30, 26	+40.72K	0.35%
Simplicity Wealth,LLC	82.74K	Jun 30, 26	+6.68K	0.34%
Asset Dedication, LLC	80.54K	Jun 30, 26	-12.21K	0.33%
Sequoia Financial Advisors, LLC	78.29K	Jun 30, 26	-6.43K	0.33%
Momentous Wealth Management, Inc.	74.97K	Jun 30, 26	+291	0.31%
Clarity Wealth Development LLC	74.19K	Jun 30, 26	+74.19K	0.31%
Cardinal Point Capital Management, ULC	73.26K	Jun 30, 26	+9	0.30%
BEACON HILL WEALTH MANAGEMENT LTD.	67.92K	Jun 30, 26	+67.92K	0.28%
Revolve Wealth Partners, LLC	61.85K	Jun 30, 26	-1.56K	0.26%
Rockbridge Investment Management, LCC	60.83K	Jun 30, 26	-8.32K	0.25%
Addison Advisors LLC	59.27K	Jun 30, 26	-33.63K	0.25%
Truepoint, Inc.	56.11K	Jun 30, 26	-7.96K	0.23%
Cambridge Financial Group, LLC	53.24K	Jun 30, 26	+6.55K	0.22%
LPL Financial LLC	51.22K	Jun 30, 26	+7.61K	0.21%
COMMONWEALTH EQUITY SERVICES, LLC	50.59K	Jun 30, 26	-687	0.21%
MISSION WEALTH MANAGEMENT, LP	50.11K	Jun 30, 26	+44.10K	0.21%
Henrickson Nauta Wealth Advisors, Inc.	48.79K	Jun 30, 26	+2.13K	0.20%
Modern Wealth Management, LLC	48.71K	Jun 30, 26	+20.31K	0.20%
Foster Group, Inc.	48.41K	Jun 30, 26	-720	0.20%
Creative Capital Management Investments LLC	48.04K	Jun 30, 26	+1.61K	0.20%
Northland Capital Management LLC	48.03K	Jun 30, 26	+10.01K	0.20%
HUTCHINSON CAPITAL MANAGEMENT/CA	45.89K	Jun 30, 26	--	0.19%
Mutual Advisors, LLC	43.12K	Jun 30, 26	+43.12K	0.18%
Syverson Strege & Co	43.12K	Jun 30, 26	-1	0.18%
LAIRD NORTON TRUST COMPANY, LLC	42.83K	Jun 30, 26	+42.83K	0.18%
FIDUCIARY FINANCIAL GROUP, LLC	41.99K	Jun 30, 26	+11.89K	0.17%
Parkside Financial Bank & Trust	39.84K	Jun 30, 26	+470	0.17%
Trellis Wealth Advisors LLC	39.09K	Jun 30, 26	+159	0.16%
Vise Technologies, Inc.	37.96K	Jun 30, 26	+18.62K	0.16%
MB Generational Wealth, LLC	37.36K	Jun 30, 26	-1.12K	0.16%
CAHILL FINANCIAL ADVISORS INC	37.29K	Jun 30, 26	+6.64K	0.15%
Cordant, Inc.	37.03K	Jun 30, 26	+6.99K	0.15%
Miracle Mile Advisors, LLC	35.13K	Jun 30, 26	+19.34K	0.15%
Level Financial Advisors, Inc.	35.06K	Jun 30, 26	+385	0.15%
Wheels Up Wealth, Inc.	34.90K	Jun 30, 26	+1.34K	0.14%
FLOW TRADERS U.S. LLC	34.10K	Jun 30, 26	-19.57K	0.14%
Root Financial Partners, LLC	33.53K	Jun 30, 26	+4.95K	0.14%
NWAM LLC	33.49K	Jun 30, 26	+1.33K	0.14%
Premier Financial Group	33.19K	Jun 30, 26	-233	0.14%
Longview Financial Advisors LLC	32.18K	Jun 30, 26	-469	0.13%
XY Planning Network, Inc.	31.80K	Jun 30, 26	+18.40K	0.13%
HighTower Advisors, LLC	30.53K	Jun 30, 26	+1.05K	0.13%
DiNuzzo Private Wealth, Inc.	28.56K	Jun 30, 26	-21	0.12%
Chicago Partners Investment Group LLC	28.28K	Jun 30, 26	+1.88K	0.12%
von Borstel & Associates, Inc.	27.11K	Jun 30, 26	+9.97K	0.11%
BetterWealth, LLC	26.77K	Jun 30, 26	+522	0.11%
Farther Finance Advisors, LLC	26.06K	Jun 30, 26	-1.19K	0.11%
Wealth Management Strategies, Inc.	24.96K	Jun 30, 26	-118	0.10%
GRAND WEALTH MANAGEMENT, LLC	23.12K	Jun 30, 26	+3.99K	0.10%
CGN Advisors LLC	23.02K	Jun 30, 26	-1.30K	0.10%
ADVISOR GROUP HOLDINGS, INC.	22.88K	Jun 30, 26	+11.56K	0.10%
Babb Wealth Advisors LLC	22.71K	Jun 30, 26	-2.10K	0.09%
Modera Wealth Management, LLC	21.08K	Jun 30, 26	+3.78K	0.09%
Kestra Advisory Services, LLC	20.82K	Jun 30, 26	+1.32K	0.09%
MLG Wealth Management DBA Pine Grove Financial Group	20.76K	Jun 30, 26	+214	0.09%
MML INVESTORS SERVICES, LLC	20.64K	Jun 30, 26	-9.52K	0.09%
Bridgewater Advisors Inc.	20.37K	Jun 30, 26	+562	0.08%
NewEdge Advisors, LLC	20.04K	Jun 30, 26	-2.65K	0.08%
Flagstone Financial Management	19.66K	Jun 30, 26	+525	0.08%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	17.93K	Jun 30, 26	+1.02K	0.07%
Petersen Hastings Wealth Advisors Inc.	17.33K	Jun 30, 26	+141	0.07%
Meritas Wealth Management, LLC	17.23K	Jun 30, 26	-24	0.07%
Sensenig Capital Advisors, Inc	16.84K	Jun 30, 26	-78	0.07%
Trademark Financial Management, LLC	16.60K	Jun 30, 26	-14	0.07%
ROBINSON SMITH WEALTH ADVISORS LLC	16.41K	Jun 30, 26	+6.08K	0.07%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	16.34K	Jun 30, 26	--	0.07%
Samalin Investment Counsel, LLC	16.00K	Jun 30, 26	+132	0.07%
HANCOCK WHITNEY CORP	15.77K	Jun 30, 26	--	0.07%
Wealth Advisors Northwest LLC	15.77K	Jun 30, 26	+1.50K	0.07%
WPWealth LLP	15.60K	Jun 30, 26	+135	0.06%
Glassman Wealth Services	15.37K	Jun 30, 26	+2.82K	0.06%
COMPASS CAPITAL CORP /MA/ /ADV	15.23K	Jun 30, 26	+313	0.06%
Mills Wealth Advisors LLC	15.17K	Jun 30, 26	+4.65K	0.06%
United Wealth Management, LLC	15.15K	Jun 30, 26	+347	0.06%
Sellwood Consulting LLC	14.33K	Jun 30, 26	-1.41K	0.06%
Foundation Wealth Management, LLC\PA	13.94K	Jun 30, 26	+54	0.06%
AdvisorNet Financial, Inc	13.92K	Jun 30, 26	+1.39K	0.06%
Private Advisor Group, LLC	13.69K	Jun 30, 26	+913	0.06%
Schubert & Co	13.67K	Jun 30, 26	-11.23K	0.06%
MORRIS FINANCIAL CONCEPTS, INC.	13.66K	Jun 30, 26	+89	0.06%
Shira Ridge Wealth Management	13.34K	Jun 30, 26	-4.42K	0.06%
McGrath & Associates, Inc.	13.32K	Jun 30, 26	+1.88K	0.06%
Joel Adams & Associates, Inc.	13.18K	Jun 30, 26	+145	0.05%
Rehmann Capital Advisory Group	13.01K	Jun 30, 26	+600	0.05%
Financial Plan, Inc.	12.93K	Jun 30, 26	+1.72K	0.05%
Waverly Advisors, LLC	12.52K	Jun 30, 26	-498	0.05%
Hill Investment Group Partners, LLC	12.42K	Jun 30, 26	+161	0.05%
Investment Advisory Group, LLC	12.27K	Jun 30, 26	--	0.05%
Vermillion Wealth Management, Inc.	11.94K	Jun 30, 26	+141	0.05%
ZRC WEALTH MANAGEMENT, LLC	11.85K	Jun 30, 26	+140	0.05%
Burton Enright Welch	11.82K	Jun 30, 26	+2	0.05%
EnRich Financial Partners LLC	11.54K	Jun 30, 26	-249	0.05%
Three Arch Wealth Management LLC	11.51K	Jun 30, 26	+5.43K	0.05%
FAMILY WEALTH PARTNERS, LLC	11.25K	Jun 30, 26	+275	0.05%
First Financial Group Corp	11.18K	Jun 30, 26	+63	0.05%
Old Peak Finance LLC	11.17K	Jun 30, 26	+1.43K	0.05%
BANK OF MONTREAL /CAN/	11.07K	Jun 30, 26	+417	0.05%
SAX WEALTH ADVISORS, LLC	10.93K	Jun 30, 26	+10.93K	0.05%
Clarity Asset Management, Inc.	10.92K	Jun 30, 26	+2.01K	0.05%
Clearstead Advisors, LLC	10.77K	Jun 30, 26	-7.80K	0.04%
Passive Capital Management, LLC.	10.70K	Jun 30, 26	--	0.04%
Freedom Financial Partners LLC	10.61K	Jun 30, 26	-1.32K	0.04%
Morling Financial Advisors, LLC	10.29K	Jun 30, 26	+153	0.04%
Delap Wealth Advisory, LLC	10.18K	Jun 30, 26	-76	0.04%
VESTIA PERSONAL WEALTH ADVISORS	9.97K	Jun 30, 26	-602	0.04%
PENOBSCOT WEALTH MANAGEMENT	9.96K	Jun 30, 26	+1.89K	0.04%
Squire Investment Management Company, LLC	9.94K	Jun 30, 26	+9.94K	0.04%
Envision Financial Planning, LLC	9.82K	Jun 30, 26	+11	0.04%
ENVESTNET ASSET MANAGEMENT INC	9.81K	Jun 30, 26	+1.50K	0.04%
Mariner, LLC	9.68K	Jun 30, 26	+117	0.04%
DEFINE FINANCIAL, LLC	9.25K	Jun 30, 26	+102	0.04%
Outbound Financial Inc	9.21K	Jun 30, 26	+79	0.04%
Monument Group Wealth Advisors, LLC	9.12K	Jun 30, 26	-481	0.04%
Altiora Financial Group, LLC	9.10K	Jun 30, 26	--	0.04%
Physician Wealth Advisors, Inc.	9.09K	Jun 30, 26	--	0.04%
ACORN CREEK CAPITAL LLC	8.70K	Jun 30, 26	+805	0.04%
E-Wealth Partners, LLC	8.70K	Jun 30, 26	+2.93K	0.04%
McClarren Financial Advisors, Inc.	8.70K	Jun 30, 26	+8.70K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.43K	Jun 30, 26	-9.33K	0.03%
Tanager Wealth Management LLP	7.92K	Jun 30, 26	+9	0.03%
Winter & Associates, Inc.	7.86K	Jun 30, 26	+7.86K	0.03%
Ruedi Wealth Management, Inc.	7.64K	Jun 30, 26	+172	0.03%
ROYAL BANK OF CANADA	7.64K	Jun 30, 26	-1.36K	0.03%
CARDIFF PARK ADVISORS, LLC	7.57K	Jun 30, 26	+349	0.03%
Rockwood Wealth Management, LLC	7.53K	Jun 30, 26	+1.32K	0.03%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	7.47K	Jun 30, 26	--	0.03%
Eaton-Cambridge Inc.	7.38K	Jun 30, 26	--	0.03%
Allworth Financial LP	7.19K	Jun 30, 26	+49	0.03%
MORGAN STANLEY	6.89K	Jun 30, 26	+200	0.03%
Accurate Wealth Management, LLC	6.88K	Jun 30, 26	+66	0.03%
TFO-TDC, LLC	6.87K	Jun 30, 26	+81	0.03%
Prime Buchholz LLC	6.81K	Jun 30, 26	--	0.03%
Cambridge Investment Research Advisors, Inc.	6.80K	Jun 30, 26	+57	0.03%
Tillman Hartley LLC	6.73K	Jun 30, 26	+6.73K	0.03%
GOLDMAN SACHS GROUP INC	6.70K	Jun 30, 26	+6.70K	0.03%
SNS Financial Group, LLC	6.50K	Jun 30, 26	+6.50K	0.03%
Geometric Wealth Advisors	6.45K	Jun 30, 26	+76	0.03%
Pine Harbor Wealth Management, LLC	6.31K	Jun 30, 26	+6	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	6.15K	Jun 30, 26	-50	0.03%
True Wealth Design, LLC	6.13K	Jun 30, 26	-563	0.03%
Graves Light Lenhart Wealth, Inc.	6.05K	Jun 30, 26	+54	0.03%
Orion Capital Management LLC	5.83K	Jun 30, 26	+107	0.02%
VISTA CAPITAL PARTNERS, INC.	5.70K	Jun 30, 26	+5.70K	0.02%
D.A. DAVIDSON & CO.	5.54K	Jun 30, 26	-380	0.02%
Integrity Wealth Solutions LLC	5.49K	Jun 30, 26	+65	0.02%
Quantinno Capital Management LP	5.44K	Jun 30, 26	-669	0.02%
AA Financial Advisors, LLC	5.32K	Jun 30, 26	-175	0.02%
NewEdge Wealth, LLC	5.18K	Jun 30, 26	--	0.02%
Opulen Financial Group LLC	5.16K	Jun 30, 26	+61	0.02%
STIFEL FINANCIAL CORP	5.14K	Jun 30, 26	-1.14K	0.02%
BIP Wealth, LLC	5.06K	Jun 30, 26	+5.06K	0.02%
Heck Capital Advisors, LLC	5.05K	Jun 30, 26	-636	0.02%
Towneley Capital Management, Inc / DE	4.97K	Jun 30, 26	+23	0.02%
Signature Resources Capital Management, LLC	4.95K	Jun 30, 26	+33	0.02%
CUTLER INVESTMENT COUNSEL LLC	4.85K	Jun 30, 26	+4.85K	0.02%
RHS Financial, LLC	4.78K	Jun 30, 26	+45	0.02%
Archer Investment Management, LLC	4.71K	Jun 30, 26	-4.26K	0.02%
MARS JEWETT FINANCIAL GROUP, INC.	4.61K	Jun 30, 26	+4.61K	0.02%
Larry Mathis Financial Planning, LLC	4.44K	Jun 30, 26	+4.44K	0.02%
Washington Trust Advisors, Inc.	4.24K	Jun 30, 26	+50	0.02%
Coston, McIsaac & Partners	3.42K	Jun 30, 26	+19	0.01%
Glass Jacobson Investment Advisors llc	3.31K	Jun 30, 26	+38	0.01%
Medallion Wealth Advisors, LLC	3.13K	Jun 30, 26	-252	0.01%
LRI Investments, LLC	3.08K	Jun 30, 26	--	0.01%
Larson Financial Group LLC	2.96K	Jun 30, 26	+417	0.01%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	2.82K	Jun 30, 26	+2.82K	0.01%
American Capital Advisory, LLC	2.27K	Jun 30, 26	--	0.01%
JPMORGAN CHASE & CO	2.13K	Jun 30, 26	+47	0.01%
Dunhill Financial, LLC	1.92K	Jun 30, 26	+991	0.01%
FIDUCIARY FINANCIAL ADVISORS	1.81K	Jun 30, 26	-3.67K	0.01%
SJS Investment Consulting Inc.	1.52K	Jun 30, 26	--	0.01%
Fort Vancouver Investment Management, LLC	1.46K	Jun 30, 26	+143	0.01%
Smartleaf Asset Management LLC	1.39K	Jun 30, 26	--	0.01%
C M BIDWELL & ASSOCIATES LTD	1.30K	Jun 30, 26	--	0.01%
Timmons Wealth Management, LLC	967	Jun 30, 26	+69	0.00%
JFS WEALTH ADVISORS, LLC	948	Jun 30, 26	-185	0.00%
JNBA Financial Advisors	922	Jun 30, 26	--	0.00%
Your Advocates Ltd., LLP	825	Jun 30, 26	--	0.00%
PINNEY & SCOFIELD, INC.	749	Jun 30, 26	+8	0.00%
Cherry Tree Wealth Management, LLC	713	Jun 30, 26	--	0.00%
Keystone Financial Group, Inc.	705	Jun 30, 26	+8	0.00%
Burk Holdings LLC	705	Jun 30, 26	-343	0.00%
Seneschal Advisors, LLC	602	Jun 30, 26	+602	0.00%
IFP Advisors, Inc	588	Jun 30, 26	+1	0.00%
LifeSteps Financial, Inc.	531	Jun 30, 26	+531	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	299	Jun 30, 26	--	0.00%
Strategic Investment Solutions, Inc. /IL	154	Jun 30, 26	+52	0.00%
VANGUARD ADVISERS INC	152	Jun 30, 26	--	0.00%
Blume Capital Management, Inc.	150	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	68	Jun 30, 26	-50	0.00%
HAZLETT, BURT & WATSON, INC.	61	Jun 30, 26	+61	0.00%
Integrated Wealth Concepts LLC	25	Jun 30, 26	+25	0.00%
Broadhurst Jeffrey B	--	Jun 30, 26	-52.79K	--
CURIO WEALTH, LLC	--	Jun 30, 26	-2.81K	--
Caprock Group, LLC	--	Jun 30, 26	-10.34K	--
Wright Fund Management, LLC	--	Jun 30, 26	-10.97K	--
SOL Capital Management CO	32.24K	Mar 31, 26	+32.24K	0.13%
Financial Connections Group, Inc.	22.87K	Mar 31, 26	+771	0.09%
North Ridge Wealth Advisors, Inc.	17.93K	Mar 31, 26	+240	0.07%
EXENCIAL WEALTH ADVISORS, LLC	6.81K	Mar 31, 26	+6.81K	0.03%
Red Tortoise LLC	5.05K	Mar 31, 26	-1.16K	0.02%
McIlrath & Eck, LLC	129	Mar 31, 26	--	0.00%
CWM, LLC	70	Mar 31, 26	+70	0.00%
LongView Asset Management LLC	423.72K	Dec 31, 25	-16.78K	1.76%
Heritage Financial Services, LLC	178.47K	Dec 31, 25	+6.62K	0.74%
Clarius Group, LLC	7.18K	Dec 31, 25	+365	0.03%
Willow Creek Wealth Management Inc.	257.37K	Sep 30, 25	+3.23K	1.07%
ASSET PLANNING CORPORATION	7.40K	Sep 30, 25	+1	0.03%
Waypoint Wealth Partners Inc.	77.56K	Jun 30, 25	+21.34K	0.32%
Martin Worley Group	58.84K	Jun 30, 25	-9.30K	0.24%
Jentner Corp	25.00K	Jun 30, 25	--	0.10%
Blue Oak Capital, LLC	7.88K	Jun 30, 25	+7.88K	0.03%
Parkworth Wealth Management, Inc.	1.61K	Jun 30, 25	+308	0.01%
Vista Wealth Management Group, LLC	566.52K	Mar 31, 25	-18.33K	2.35%
COOK WEALTH MANAGEMENT GROUP LLC	32.24K	Mar 31, 25	-254	0.13%
Merriman Wealth Management, LLC	588.39K	Dec 31, 24	+20.05K	2.44%
Carlson Capital Management	31.43K	Dec 31, 24	+8.50K	0.13%
CRITERION CAPITAL ADVISORS, LLC	1.48K	Dec 31, 24	--	0.01%
LifePro Asset Management	18.38K	Sep 30, 24	+7.06K	0.08%
Advisory Services & Investments, LLC	16.30K	Sep 30, 24	+29	0.07%
Private Ocean, LLC	41.02K	Jun 30, 24	-146	0.17%
BUCKINGHAM STRATEGIC WEALTH, LLC	26.26K	Jun 30, 24	+1.23K	0.11%
WALDEN WEALTH PARTNERS LLC	15.05K	Jun 30, 24	--	0.06%
FirstPurpose Wealth LLC	10.29K	Mar 31, 24	+10.29K	0.04%
PATHSTONE FAMILY OFFICE, LLC	111.25K	Sep 30, 23	+11.85K	0.46%
Silicon Hills Wealth Management, LLC	25.77K	Jun 30, 23	-655	0.11%
Relaxing Retirement Coach	7.43K	Jun 30, 23	--	0.03%
Brainard Capital Management LLC	74.99K	Mar 31, 23	-862	0.31%
Baldrige Asset Management LLC	7.32K	Mar 31, 23	+3.87K	0.03%

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Today's biggest gainers and losers

Holder

Date

Change

% Held

Colony Group, LLC

1.22M

Jun 30, 26

+53.58K

5.06%

MASECO LLP

1.01M

Jun 30, 26

+24.53K

4.20%

AWM CAPITAL, LLC

995.33K

Jun 30, 26

+64.14K

4.13%

Pathstone Holdings, LLC

984.90K

Jun 30, 26

+189.90K

4.09%

Quantum Financial Advisors, LLC

831.10K

Jun 30, 26

-9.31K

3.45%

Francis Financial, Inc.

767.31K

Jun 30, 26

+8.21K

3.19%

Abacus Wealth Partners, LLC

605.28K

Jun 30, 26

+19.18K

2.51%

Five Oceans Advisors

426.58K

Jun 30, 26

+22.62K

1.77%

EP Wealth Advisors, LLC

426.23K

Jun 30, 26

+10.06K

1.77%

Citrine Capital LLC

393.48K

Jun 30, 26

+3.50K

1.63%

Retirement Solution Inc.

349.47K

Jun 30, 26

-566

1.45%

Savant Capital, LLC

309.22K

Jun 30, 26

+38.43K

1.28%

Apella Capital, LLC

303.75K

Jun 30, 26

+13.84K

1.26%

Forum Financial Management, LP

269.20K

Jun 30, 26

+5.42K

1.12%

MERCER GLOBAL ADVISORS INC /ADV

248.54K

Jun 30, 26

+65.65K

1.03%

Elser Financial Planning, Inc

239.76K

Jun 30, 26

+6.60K

1.00%

Bank of New York Mellon Corp

228.45K

Jun 30, 26

+169.82K

0.95%

Balanced Rock Investment Advisor

220.62K

Jun 30, 26

+6.94K

0.92%

Wealthspire Advisors, LLC

218.75K

Jun 30, 26

+160.37K

0.91%

HILL ISLAND FINANCIAL LLC

203.31K

Jun 30, 26

+9.71K

0.84%

Allodium Investment Consultants, LLC

201.94K

Jun 30, 26

+7.91K

0.84%

Planning Center, Inc.

185.18K

Jun 30, 26

+3.39K

0.77%

Buckingham Strategic Partners

184.87K

Jun 30, 26

+48.54K

0.77%

New Capital Management LP

179.99K

Jun 30, 26

-159

0.75%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

156.53K

Jun 30, 26

+4.67K

0.65%

Pure Financial Advisors, LLC

155.08K

Jun 30, 26

-576

0.64%

Wealth Architects, LLC

153.26K

Jun 30, 26

+1.32K

0.64%

RAM Investment Partners, LLC

141.67K

Jun 30, 26

+16.55K

0.59%

QUARRY HILL ADVISORS, LLC

130.87K

Jun 30, 26

+10.64K

0.54%

Greenspring Advisors, LLC

122.71K

Jun 30, 26

-90.26K

0.51%

Beacon Pointe Advisors, LLC

122.58K

Jun 30, 26

-9.20K

0.51%

Resources Investment Advisors, LLC.

120.55K

Jun 30, 26

+8.84K

0.50%

CI Private Wealth, LLC

117.84K

Jun 30, 26

-9.18K

0.49%

Perigon Wealth Management, LLC

111.57K

Jun 30, 26

+151

0.46%

Triune Financial Partners, LLC

111.17K

Jun 30, 26

+888

0.46%

Betterment LLC

110.46K

Jun 30, 26

-4.40K

0.46%

TCI Wealth Advisors, Inc.

110.34K

Jun 30, 26

+2.19K

0.46%

Laurel Wealth Planning LLC

107.96K

Jun 30, 26

+13.07K

0.45%

BROWN ADVISORY INC

104.11K

Jun 30, 26

+6.31K

0.43%

Donalies Financial Planning, LLC

100.62K

Jun 30, 26

-1.37K

0.42%

RAYMOND JAMES FINANCIAL INC

99.01K

Jun 30, 26

-5.19K

0.41%

Angeles Investment Advisors, LLC

97.98K

Jun 30, 26

-12.03K

0.41%

BRIGHTON JONES LLC

97.78K

Jun 30, 26

+10.14K

0.41%

Garde Capital, Inc.

94.11K

Jun 30, 26

+859

0.39%

Aspen Capital Management, LLC

92.56K

Jun 30, 26

+973

0.38%

Equita Financial Network, Inc.

88.29K

Jun 30, 26

+22.47K

0.37%

JANE STREET GROUP, LLC

86.25K

Jun 30, 26

-189.02K

0.36%

RW Investment Management LLC

85.97K

Jun 30, 26

+936

0.36%

Cerity Partners LLC

84.22K

Jun 30, 26

+40.72K

0.35%

Simplicity Wealth,LLC

82.74K

Jun 30, 26

+6.68K

0.34%

Asset Dedication, LLC

80.54K

Jun 30, 26

-12.21K

0.33%

Sequoia Financial Advisors, LLC

78.29K

Jun 30, 26

-6.43K

0.33%

Momentous Wealth Management, Inc.

74.97K

Jun 30, 26

+291

0.31%

Clarity Wealth Development LLC

74.19K

Jun 30, 26

+74.19K

0.31%

Cardinal Point Capital Management, ULC

73.26K

Jun 30, 26

0.30%

BEACON HILL WEALTH MANAGEMENT LTD.

67.92K

Jun 30, 26

+67.92K

0.28%

Revolve Wealth Partners, LLC

61.85K

Jun 30, 26

-1.56K

0.26%

Rockbridge Investment Management, LCC

60.83K

Jun 30, 26

-8.32K

0.25%

Addison Advisors LLC

59.27K

Jun 30, 26

-33.63K

0.25%

Truepoint, Inc.

56.11K

Jun 30, 26

-7.96K

0.23%

Cambridge Financial Group, LLC

53.24K

Jun 30, 26

+6.55K

0.22%

LPL Financial LLC

51.22K

Jun 30, 26

+7.61K

0.21%

COMMONWEALTH EQUITY SERVICES, LLC

50.59K

Jun 30, 26

-687

0.21%

MISSION WEALTH MANAGEMENT, LP

50.11K

Jun 30, 26

+44.10K

0.21%

Henrickson Nauta Wealth Advisors, Inc.

48.79K

Jun 30, 26

+2.13K

0.20%

Modern Wealth Management, LLC

48.71K

Jun 30, 26

+20.31K

0.20%

Foster Group, Inc.

48.41K

Jun 30, 26

-720

0.20%

Creative Capital Management Investments LLC

48.04K

Jun 30, 26

+1.61K

0.20%

Northland Capital Management LLC

48.03K

Jun 30, 26

+10.01K

0.20%

HUTCHINSON CAPITAL MANAGEMENT/CA

45.89K

Jun 30, 26

0.19%

Mutual Advisors, LLC

43.12K

Jun 30, 26

+43.12K

0.18%

Syverson Strege & Co

43.12K

Jun 30, 26

-1

0.18%

LAIRD NORTON TRUST COMPANY, LLC

42.83K

Jun 30, 26

+42.83K

0.18%

FIDUCIARY FINANCIAL GROUP, LLC

41.99K

Jun 30, 26

+11.89K

0.17%

Parkside Financial Bank & Trust

39.84K

Jun 30, 26

+470

0.17%

Trellis Wealth Advisors LLC

39.09K

Jun 30, 26

+159

0.16%

Vise Technologies, Inc.

37.96K

Jun 30, 26

+18.62K

0.16%

MB Generational Wealth, LLC

37.36K

Jun 30, 26

-1.12K

0.16%

CAHILL FINANCIAL ADVISORS INC

37.29K

Jun 30, 26

+6.64K

0.15%

Cordant, Inc.

37.03K

Jun 30, 26

+6.99K

0.15%

Miracle Mile Advisors, LLC

35.13K

Jun 30, 26

+19.34K

0.15%

Level Financial Advisors, Inc.

35.06K

Jun 30, 26

+385

0.15%

Wheels Up Wealth, Inc.

34.90K

Jun 30, 26

+1.34K

0.14%

FLOW TRADERS U.S. LLC

34.10K

Jun 30, 26

-19.57K

0.14%

Root Financial Partners, LLC

33.53K

Jun 30, 26

+4.95K

0.14%

NWAM LLC

33.49K

Jun 30, 26

+1.33K

0.14%

Premier Financial Group

33.19K

Jun 30, 26

-233

0.14%

Longview Financial Advisors LLC

32.18K

Jun 30, 26

-469

0.13%

XY Planning Network, Inc.

31.80K

Jun 30, 26

+18.40K

0.13%

HighTower Advisors, LLC

30.53K

Jun 30, 26

+1.05K

0.13%

DiNuzzo Private Wealth, Inc.

28.56K

Jun 30, 26

-21

0.12%

Chicago Partners Investment Group LLC

28.28K

Jun 30, 26

+1.88K

0.12%

von Borstel & Associates, Inc.

27.11K

Jun 30, 26

+9.97K

0.11%

BetterWealth, LLC

26.77K

Jun 30, 26

+522

0.11%

Farther Finance Advisors, LLC

26.06K

Jun 30, 26

-1.19K

0.11%

Wealth Management Strategies, Inc.

24.96K

Jun 30, 26

-118

0.10%

GRAND WEALTH MANAGEMENT, LLC

23.12K

Jun 30, 26

+3.99K

0.10%

CGN Advisors LLC

23.02K

Jun 30, 26

-1.30K

0.10%

ADVISOR GROUP HOLDINGS, INC.

22.88K

Jun 30, 26

+11.56K

0.10%

Babb Wealth Advisors LLC

22.71K

Jun 30, 26

-2.10K

0.09%

Modera Wealth Management, LLC

21.08K

Jun 30, 26

+3.78K

0.09%

Kestra Advisory Services, LLC

20.82K

Jun 30, 26

+1.32K

0.09%

MLG Wealth Management DBA Pine Grove Financial Group

20.76K

Jun 30, 26

+214

0.09%

MML INVESTORS SERVICES, LLC

20.64K

Jun 30, 26

-9.52K

0.09%

Bridgewater Advisors Inc.

20.37K

Jun 30, 26

+562

0.08%

NewEdge Advisors, LLC

20.04K

Jun 30, 26

-2.65K

0.08%

Flagstone Financial Management

19.66K

Jun 30, 26

+525

0.08%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

17.93K

Jun 30, 26

+1.02K

0.07%

Petersen Hastings Wealth Advisors Inc.

17.33K

Jun 30, 26

+141

0.07%

Meritas Wealth Management, LLC

17.23K

Jun 30, 26

-24

0.07%

Sensenig Capital Advisors, Inc

16.84K

Jun 30, 26

-78

0.07%

Trademark Financial Management, LLC

16.60K

Jun 30, 26

-14

0.07%

ROBINSON SMITH WEALTH ADVISORS LLC

16.41K

Jun 30, 26

+6.08K

0.07%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

16.34K

Jun 30, 26

0.07%

Samalin Investment Counsel, LLC

16.00K

Jun 30, 26

+132

0.07%

HANCOCK WHITNEY CORP

15.77K

Jun 30, 26

0.07%

Wealth Advisors Northwest LLC

15.77K

Jun 30, 26

+1.50K

0.07%

WPWealth LLP

15.60K

Jun 30, 26

+135

0.06%

Glassman Wealth Services

15.37K

Jun 30, 26

+2.82K

0.06%

COMPASS CAPITAL CORP /MA/ /ADV

15.23K

Jun 30, 26

+313

0.06%

Mills Wealth Advisors LLC

15.17K

Jun 30, 26

+4.65K

0.06%

United Wealth Management, LLC

15.15K

Jun 30, 26

+347

0.06%

Sellwood Consulting LLC

14.33K

Jun 30, 26

-1.41K

0.06%

Foundation Wealth Management, LLC\PA

13.94K

Jun 30, 26

+54

0.06%

AdvisorNet Financial, Inc

13.92K

Jun 30, 26

+1.39K

0.06%

Private Advisor Group, LLC

13.69K

Jun 30, 26

+913

0.06%

Schubert & Co

13.67K

Jun 30, 26

-11.23K

0.06%

MORRIS FINANCIAL CONCEPTS, INC.

13.66K

Jun 30, 26

+89

0.06%

Shira Ridge Wealth Management

13.34K

Jun 30, 26

-4.42K

0.06%

McGrath & Associates, Inc.

13.32K

Jun 30, 26

+1.88K

0.06%

Joel Adams & Associates, Inc.

13.18K

Jun 30, 26

+145

0.05%

Rehmann Capital Advisory Group

13.01K

Jun 30, 26

+600

0.05%

Financial Plan, Inc.

12.93K

Jun 30, 26

+1.72K

0.05%

Waverly Advisors, LLC

12.52K

Jun 30, 26

-498

0.05%

Hill Investment Group Partners, LLC

12.42K

Jun 30, 26

+161

0.05%

Investment Advisory Group, LLC

12.27K

Jun 30, 26

0.05%

Vermillion Wealth Management, Inc.

11.94K

Jun 30, 26

+141

0.05%

ZRC WEALTH MANAGEMENT, LLC

11.85K

Jun 30, 26

+140

0.05%

Burton Enright Welch

11.82K

Jun 30, 26

0.05%

EnRich Financial Partners LLC

11.54K

Jun 30, 26

-249

0.05%

Three Arch Wealth Management LLC

11.51K

Jun 30, 26

+5.43K

0.05%

FAMILY WEALTH PARTNERS, LLC

11.25K

Jun 30, 26

+275

0.05%

First Financial Group Corp

11.18K

Jun 30, 26

+63

0.05%

Old Peak Finance LLC

11.17K

Jun 30, 26

+1.43K

0.05%

BANK OF MONTREAL /CAN/

11.07K

Jun 30, 26

+417

0.05%

SAX WEALTH ADVISORS, LLC

10.93K

Jun 30, 26

+10.93K

0.05%

Clarity Asset Management, Inc.

10.92K

Jun 30, 26

+2.01K

0.05%

Clearstead Advisors, LLC

10.77K

Jun 30, 26

-7.80K

0.04%

Passive Capital Management, LLC.

10.70K

Jun 30, 26

0.04%

Freedom Financial Partners LLC

10.61K

Jun 30, 26

-1.32K

0.04%

Morling Financial Advisors, LLC

10.29K

Jun 30, 26

+153

0.04%

Delap Wealth Advisory, LLC

10.18K

Jun 30, 26

-76

0.04%

VESTIA PERSONAL WEALTH ADVISORS

9.97K

Jun 30, 26

-602

0.04%

PENOBSCOT WEALTH MANAGEMENT

9.96K

Jun 30, 26

+1.89K

0.04%

Squire Investment Management Company, LLC

9.94K

Jun 30, 26

+9.94K

0.04%

Envision Financial Planning, LLC

9.82K

Jun 30, 26

+11

0.04%

ENVESTNET ASSET MANAGEMENT INC

9.81K

Jun 30, 26

+1.50K

0.04%

Mariner, LLC

9.68K

Jun 30, 26

+117

0.04%

DEFINE FINANCIAL, LLC

9.25K

Jun 30, 26

+102

0.04%

Outbound Financial Inc

9.21K

Jun 30, 26

+79

0.04%

Monument Group Wealth Advisors, LLC

9.12K

Jun 30, 26

-481

0.04%

Altiora Financial Group, LLC

9.10K

Jun 30, 26

0.04%

Physician Wealth Advisors, Inc.

9.09K

Jun 30, 26

0.04%

ACORN CREEK CAPITAL LLC

8.70K

Jun 30, 26

+805

0.04%

E-Wealth Partners, LLC

8.70K

Jun 30, 26

+2.93K

0.04%

McClarren Financial Advisors, Inc.

8.70K

Jun 30, 26

+8.70K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.43K

Jun 30, 26

-9.33K

0.03%

Tanager Wealth Management LLP

7.92K

Jun 30, 26

0.03%

Winter & Associates, Inc.

7.86K

Jun 30, 26

+7.86K

0.03%

Ruedi Wealth Management, Inc.

7.64K

Jun 30, 26

+172

0.03%

ROYAL BANK OF CANADA

7.64K

Jun 30, 26

-1.36K

0.03%

CARDIFF PARK ADVISORS, LLC

7.57K

Jun 30, 26

+349

0.03%

Rockwood Wealth Management, LLC

7.53K

Jun 30, 26

+1.32K

0.03%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

7.47K

Jun 30, 26

0.03%

Eaton-Cambridge Inc.

7.38K

Jun 30, 26

0.03%

Allworth Financial LP

7.19K

Jun 30, 26

+49

0.03%

MORGAN STANLEY

6.89K

Jun 30, 26

+200

0.03%

Accurate Wealth Management, LLC

6.88K

Jun 30, 26

+66

0.03%

TFO-TDC, LLC

6.87K

Jun 30, 26

+81

0.03%

Prime Buchholz LLC

6.81K

Jun 30, 26

0.03%

Cambridge Investment Research Advisors, Inc.

6.80K

Jun 30, 26

+57

0.03%

Tillman Hartley LLC

6.73K

Jun 30, 26

+6.73K

0.03%

GOLDMAN SACHS GROUP INC

6.70K

Jun 30, 26

+6.70K

0.03%

SNS Financial Group, LLC

6.50K

Jun 30, 26

+6.50K

0.03%

Geometric Wealth Advisors

6.45K

Jun 30, 26

+76

0.03%

Pine Harbor Wealth Management, LLC

6.31K

Jun 30, 26

0.03%

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

6.15K

Jun 30, 26

-50

0.03%

True Wealth Design, LLC

6.13K

Jun 30, 26

-563

0.03%

Graves Light Lenhart Wealth, Inc.

6.05K

Jun 30, 26

+54

0.03%

Orion Capital Management LLC

5.83K

Jun 30, 26

+107

0.02%

VISTA CAPITAL PARTNERS, INC.

5.70K

Jun 30, 26

+5.70K

0.02%

D.A. DAVIDSON & CO.

5.54K

Jun 30, 26

-380

0.02%

Integrity Wealth Solutions LLC

5.49K

Jun 30, 26

+65

0.02%

Quantinno Capital Management LP

5.44K

Jun 30, 26

-669

0.02%

AA Financial Advisors, LLC

5.32K

Jun 30, 26

-175

0.02%

NewEdge Wealth, LLC

5.18K

Jun 30, 26

0.02%

Opulen Financial Group LLC

5.16K

Jun 30, 26

+61

0.02%

STIFEL FINANCIAL CORP

5.14K

Jun 30, 26

-1.14K

0.02%

BIP Wealth, LLC

5.06K

Jun 30, 26

+5.06K

0.02%

Heck Capital Advisors, LLC

5.05K

Jun 30, 26

-636

0.02%

Towneley Capital Management, Inc / DE

4.97K

Jun 30, 26

+23

0.02%

Signature Resources Capital Management, LLC

4.95K

Jun 30, 26

+33

0.02%

CUTLER INVESTMENT COUNSEL LLC

4.85K

Jun 30, 26

+4.85K

0.02%

RHS Financial, LLC

4.78K

Jun 30, 26

+45

0.02%

Archer Investment Management, LLC

4.71K

Jun 30, 26

-4.26K

0.02%

MARS JEWETT FINANCIAL GROUP, INC.

4.61K

Jun 30, 26

+4.61K

0.02%

Larry Mathis Financial Planning, LLC

4.44K

Jun 30, 26

+4.44K

0.02%

Washington Trust Advisors, Inc.

4.24K

Jun 30, 26

+50

0.02%

Coston, McIsaac & Partners

3.42K

Jun 30, 26

+19

0.01%

Glass Jacobson Investment Advisors llc

3.31K

Jun 30, 26

+38

0.01%

Medallion Wealth Advisors, LLC

3.13K

Jun 30, 26

-252

0.01%

LRI Investments, LLC

3.08K

Jun 30, 26

0.01%

Larson Financial Group LLC

2.96K

Jun 30, 26

+417

0.01%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

2.82K

Jun 30, 26

+2.82K

0.01%

American Capital Advisory, LLC

2.27K

Jun 30, 26

0.01%

JPMORGAN CHASE & CO

2.13K

Jun 30, 26

+47

0.01%

Dunhill Financial, LLC

1.92K

Jun 30, 26

+991

0.01%

FIDUCIARY FINANCIAL ADVISORS

1.81K

Jun 30, 26

-3.67K

0.01%

SJS Investment Consulting Inc.

1.52K

Jun 30, 26

0.01%

Fort Vancouver Investment Management, LLC

1.46K

Jun 30, 26

+143

0.01%

Smartleaf Asset Management LLC

1.39K

Jun 30, 26

0.01%

C M BIDWELL & ASSOCIATES LTD

1.30K

Jun 30, 26

0.01%

Timmons Wealth Management, LLC

967

Jun 30, 26

+69

0.00%

JFS WEALTH ADVISORS, LLC

948

Jun 30, 26

-185

0.00%

JNBA Financial Advisors

922

Jun 30, 26

0.00%

Your Advocates Ltd., LLP

825

Jun 30, 26

0.00%

PINNEY & SCOFIELD, INC.

749

Jun 30, 26

0.00%

Cherry Tree Wealth Management, LLC

713

Jun 30, 26

0.00%

Keystone Financial Group, Inc.

705

Jun 30, 26

0.00%

Burk Holdings LLC

705

Jun 30, 26

-343

0.00%

Seneschal Advisors, LLC

602

Jun 30, 26

+602

0.00%

IFP Advisors, Inc

588

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

531

Jun 30, 26

+531

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

299

Jun 30, 26

0.00%

Strategic Investment Solutions, Inc. /IL

154

Jun 30, 26

+52

0.00%

VANGUARD ADVISERS INC

152

Jun 30, 26

0.00%

Blume Capital Management, Inc.

150

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

Jun 30, 26

-50

0.00%

HAZLETT, BURT & WATSON, INC.

Jun 30, 26

+61

0.00%

Integrated Wealth Concepts LLC

Jun 30, 26

+25

0.00%

Broadhurst Jeffrey B

Jun 30, 26

-52.79K

CURIO WEALTH, LLC

Jun 30, 26

-2.81K

Caprock Group, LLC

Jun 30, 26

-10.34K

Wright Fund Management, LLC

Jun 30, 26

-10.97K

SOL Capital Management CO

32.24K

Mar 31, 26

+32.24K

0.13%

Financial Connections Group, Inc.

22.87K

Mar 31, 26

+771

0.09%

North Ridge Wealth Advisors, Inc.

17.93K

Mar 31, 26

+240

0.07%

EXENCIAL WEALTH ADVISORS, LLC

6.81K

Mar 31, 26

+6.81K

0.03%

Red Tortoise LLC

5.05K

Mar 31, 26

-1.16K

0.02%

McIlrath & Eck, LLC

129

Mar 31, 26

0.00%

CWM, LLC

Mar 31, 26

+70

0.00%

LongView Asset Management LLC

423.72K

Dec 31, 25

-16.78K

1.76%

Heritage Financial Services, LLC

178.47K

Dec 31, 25

+6.62K

0.74%

Clarius Group, LLC

7.18K

Dec 31, 25

+365

0.03%

Willow Creek Wealth Management Inc.

257.37K

Sep 30, 25

+3.23K

1.07%

ASSET PLANNING CORPORATION

7.40K

Sep 30, 25

0.03%

Waypoint Wealth Partners Inc.

77.56K

Jun 30, 25

+21.34K

0.32%

Martin Worley Group

58.84K

Jun 30, 25

-9.30K

0.24%

Jentner Corp

25.00K

Jun 30, 25

0.10%

Blue Oak Capital, LLC

7.88K

Jun 30, 25

+7.88K

0.03%

Parkworth Wealth Management, Inc.

1.61K

Jun 30, 25

+308

0.01%

Vista Wealth Management Group, LLC

566.52K

Mar 31, 25

-18.33K

2.35%

COOK WEALTH MANAGEMENT GROUP LLC

32.24K

Mar 31, 25

-254

0.13%

Merriman Wealth Management, LLC

588.39K

Dec 31, 24

+20.05K

2.44%

Carlson Capital Management

31.43K

Dec 31, 24

+8.50K

0.13%

CRITERION CAPITAL ADVISORS, LLC

1.48K

Dec 31, 24

0.01%

LifePro Asset Management

18.38K

Sep 30, 24

+7.06K

0.08%

Advisory Services & Investments, LLC

16.30K

Sep 30, 24

+29

0.07%

Private Ocean, LLC

41.02K

Jun 30, 24

-146

0.17%

BUCKINGHAM STRATEGIC WEALTH, LLC

26.26K

Jun 30, 24

+1.23K

0.11%

WALDEN WEALTH PARTNERS LLC

15.05K

Jun 30, 24

0.06%

FirstPurpose Wealth LLC

10.29K

Mar 31, 24

+10.29K

0.04%

PATHSTONE FAMILY OFFICE, LLC

111.25K

Sep 30, 23

+11.85K

0.46%

Silicon Hills Wealth Management, LLC

25.77K

Jun 30, 23

-655

0.11%

Relaxing Retirement Coach

7.43K

Jun 30, 23

0.03%

Brainard Capital Management LLC

74.99K

Mar 31, 23

-862

0.31%

Baldrige Asset Management LLC

7.32K

Mar 31, 23

+3.87K

0.03%