| Retirement Solution LLC | 5.43M | Sep 30, 26 | -43.67K | 10.87% |
| Quantum Financial Advisors, LLC | 2.35M | Sep 30, 26 | -24.70K | 4.71% |
| MASECO LLP | 2.05M | Sep 30, 26 | -22.68K | 4.09% |
| Abacus Wealth Partners, LLC | 1.26M | Sep 30, 26 | -36.01K | 2.53% |
| Focus Advisor Solutions, LLC | 665.15K | Sep 30, 26 | +248.86K | 1.33% |
| Savant Capital, LLC | 630.26K | Sep 30, 26 | +81.19K | 1.26% |
| Willow Creek Wealth Management Inc. | 394.65K | Sep 30, 26 | +4.43K | 0.79% |
| TCI Wealth Advisors, Inc. | 319.06K | Sep 30, 26 | +43.97K | 0.64% |
| Triune Financial Partners, LLC | 285.40K | Sep 30, 26 | +3.60K | 0.57% |
| Wealth Architects, LLC | 278.17K | Sep 30, 26 | +10.49K | 0.56% |
| QUARRY HILL ADVISORS, LLC | 257.11K | Sep 30, 26 | -420 | 0.51% |
| BRIGHTON JONES LLC | 252.75K | Sep 30, 26 | +19.41K | 0.51% |
| OneDigital Investment Advisors LLC | 246.67K | Sep 30, 26 | -20.56K | 0.49% |
| New Capital Management LP | 215.52K | Sep 30, 26 | -32.39K | 0.43% |
| NWAM LLC | 213.91K | Sep 30, 26 | +2.97K | 0.43% |
| SJS Investment Consulting Inc. | 194.20K | Sep 30, 26 | -579 | 0.39% |
| LPL Financial LLC | 189.62K | Sep 30, 26 | +4.57K | 0.38% |
| COMPOSITION WEALTH, LLC | 149.65K | Sep 30, 26 | -9.29K | 0.30% |
| Vise Technologies, Inc. | 137.59K | Sep 30, 26 | +6.54K | 0.28% |
| Rockbridge Investment Management, LCC | 119.62K | Sep 30, 26 | +5.24K | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 119.30K | Sep 30, 26 | +18.05K | 0.24% |
| MB Generational Wealth, LLC | 107.99K | Sep 30, 26 | -620 | 0.22% |
| Asset Dedication, LLC | 90.45K | Sep 30, 26 | +15.07K | 0.18% |
| Chicago Partners Investment Group LLC | 88.49K | Sep 30, 26 | +3.85K | 0.18% |
| Syverson Strege & Co | 87.56K | Sep 30, 26 | -238 | 0.18% |
| Wheels Up Wealth, Inc. | 86.92K | Sep 30, 26 | -1.82K | 0.17% |
| Babb Wealth Advisors LLC | 74.32K | Sep 30, 26 | +11.15K | 0.15% |
| Burton Enright Welch | 67.61K | Sep 30, 26 | +117 | 0.14% |
| Addison Advisors LLC | 64.46K | Sep 30, 26 | +5.43K | 0.13% |
| Petersen Hastings Wealth Advisors Inc. | 56.42K | Sep 30, 26 | +7.04K | 0.11% |
| SeedSafe Financial LLC | 56.20K | Sep 30, 26 | -988 | 0.11% |
| Flagstone Financial Management | 56.18K | Sep 30, 26 | +490 | 0.11% |
| Sensenig Capital Advisors, Inc | 55.49K | Sep 30, 26 | -3.37K | 0.11% |
| RW Investment Management LLC | 54.81K | Sep 30, 26 | +3.49K | 0.11% |
| United Wealth Management, LLC | 53.27K | Sep 30, 26 | -- | 0.11% |
| Wealth Advisors Northwest LLC | 51.66K | Sep 30, 26 | +7.47K | 0.10% |
| Modera Wealth Management, LLC | 51.01K | Sep 30, 26 | -529 | 0.10% |
| Private Advisor Group, LLC | 50.77K | Sep 30, 26 | +3.08K | 0.10% |
| Greenspring Advisors, LLC | 49.63K | Sep 30, 26 | +13.44K | 0.10% |
| Joel Adams & Associates, Inc. | 49.03K | Sep 30, 26 | +113 | 0.10% |
| VISTA CAPITAL PARTNERS, INC. | 47.17K | Sep 30, 26 | +552 | 0.09% |
| HighTower Advisors, LLC | 46.25K | Sep 30, 26 | +19.21K | 0.09% |
| Creative Capital Management Investments LLC | 41.73K | Sep 30, 26 | -1.05K | 0.08% |
| D.A. DAVIDSON & CO. | 41.27K | Sep 30, 26 | -1.17K | 0.08% |
| Morling Financial Advisors, LLC | 40.72K | Sep 30, 26 | +235 | 0.08% |
| TFO Wealth Partners, LLC | 35.02K | Sep 30, 26 | +13.03K | 0.07% |
| Sellwood Investment Partners LLC | 34.76K | Sep 30, 26 | -1.49K | 0.07% |
| GARRISON POINT ADVISORS, LLC | 34.03K | Sep 30, 26 | +24.66K | 0.07% |
| Silver Oak Advisory Group, Inc. | 30.33K | Sep 30, 26 | +20.68K | 0.06% |
| Old Peak Finance LLC | 27.21K | Sep 30, 26 | +166 | 0.05% |
| Altiora Financial Group, LLC | 26.00K | Sep 30, 26 | -- | 0.05% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 25.63K | Sep 30, 26 | +1.12K | 0.05% |
| Eaton-Cambridge Inc. | 24.73K | Sep 30, 26 | +287 | 0.05% |
| Quent Capital, LLC | 24.72K | Sep 30, 26 | +24.72K | 0.05% |
| Tillman Hartley LLC | 20.97K | Sep 30, 26 | +3.79K | 0.04% |
| HB Wealth Management, LLC | 20.28K | Sep 30, 26 | +5.76K | 0.04% |
| Squire Investment Management Company, LLC | 18.27K | Sep 30, 26 | -- | 0.04% |
| Clearstead Advisors, LLC | 18.08K | Sep 30, 26 | -380 | 0.04% |
| Creative Planning | 17.04K | Sep 30, 26 | +17.04K | 0.03% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 16.63K | Sep 30, 26 | +2.06K | 0.03% |
| Montis Financial, LLC | 16.01K | Sep 30, 26 | +228 | 0.03% |
| Tortoise Investment Management, LLC | 15.11K | Sep 30, 26 | -1.89K | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 14.89K | Sep 30, 26 | -247 | 0.03% |
| McGrath & Associates, Inc. | 13.80K | Sep 30, 26 | +14 | 0.03% |
| Rockwood Wealth Management, LLC | 12.53K | Sep 30, 26 | -- | 0.03% |
| Warburton Capital Management, LLC | 11.56K | Sep 30, 26 | +447 | 0.02% |
| GRAND WEALTH MANAGEMENT, LLC | 10.98K | Sep 30, 26 | -189 | 0.02% |
| Kestra Advisory Services, LLC | 10.97K | Sep 30, 26 | -- | 0.02% |
| Glass Jacobson Investment Advisors llc | 10.40K | Sep 30, 26 | +3.09K | 0.02% |
| Ballast Rock Private Wealth LLC | 9.99K | Sep 30, 26 | -254 | 0.02% |
| Ascentis Independent Advisors | 9.49K | Sep 30, 26 | +9.49K | 0.02% |
| Trailhead Planners LLC | 9.31K | Sep 30, 26 | +22 | 0.02% |
| Austin Wealth Management, LLC | 8.84K | Sep 30, 26 | -475 | 0.02% |
| ACORN CREEK CAPITAL LLC | 8.26K | Sep 30, 26 | -52 | 0.02% |
| Compound Planning, Inc. | 8.08K | Sep 30, 26 | +150 | 0.02% |
| Coston, McIsaac & Partners | 7.97K | Sep 30, 26 | +7 | 0.02% |
| Freedom Investment Management, Inc. | 7.96K | Sep 30, 26 | +134 | 0.02% |
| CHOREO, LLC | 7.61K | Sep 30, 26 | +7.61K | 0.02% |
| Astra Wealth Partners LLC | 7.55K | Sep 30, 26 | -- | 0.02% |
| Merit Financial Group, LLC | 7.34K | Sep 30, 26 | +7.34K | 0.01% |
| Laurel Wealth Planning LLC | 7.25K | Sep 30, 26 | -- | 0.01% |
| Quadcap Wealth Management, LLC | 7.15K | Sep 30, 26 | -- | 0.01% |
| MBE Wealth Management, LLC | 7.06K | Sep 30, 26 | -- | 0.01% |
| Austin Asset Management Co Inc | 6.79K | Sep 30, 26 | -- | 0.01% |
| Belpointe Asset Management LLC | 6.74K | Sep 30, 26 | -14 | 0.01% |
| M Holdings Securities, Inc. | 6.72K | Sep 30, 26 | +6.72K | 0.01% |
| Indivisible Partners | 6.71K | Sep 30, 26 | +6.71K | 0.01% |
| JFS WEALTH ADVISORS, LLC | 6.28K | Sep 30, 26 | +1.78K | 0.01% |
| Concord Wealth Partners | 6.11K | Sep 30, 26 | -240 | 0.01% |
| Parallel Advisors, LLC | 5.94K | Sep 30, 26 | +5.94K | 0.01% |
| BWM Planning, LLC | 5.88K | Sep 30, 26 | -113 | 0.01% |
| Morton Capital Management LLC/CA | 5.72K | Sep 30, 26 | -2.20K | 0.01% |
| Trademark Financial Management, LLC | 5.60K | Sep 30, 26 | -- | 0.01% |
| Bedel Financial Consulting, Inc. | 5.23K | Sep 30, 26 | +462 | 0.01% |
| DIXON FNANCIAL SERVICES, INC. | 4.79K | Sep 30, 26 | +42 | 0.01% |
| Kane Co Wealth Management, Inc. | 4.67K | Sep 30, 26 | -25 | 0.01% |
| Oak Wealth Advisors LLC | 4.57K | Sep 30, 26 | +10 | 0.01% |
| One Degree Advisors Inc | 4.42K | Sep 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 4.17K | Sep 30, 26 | -- | 0.01% |
| American Capital Advisory, LLC | 3.66K | Sep 30, 26 | -- | 0.01% |
| Clean Yield Group | 3.03K | Sep 30, 26 | -- | 0.01% |
| Allworth Financial LP | 3.02K | Sep 30, 26 | -- | 0.01% |
| CARDIFF PARK ADVISORS, LLC | 2.75K | Sep 30, 26 | +621 | 0.01% |
| Burk Holdings LLC | 2.57K | Sep 30, 26 | +6 | 0.01% |
| Global Retirement Partners, LLC | 1.87K | Sep 30, 26 | -- | 0.00% |
| UBS Group AG | 1.86K | Sep 30, 26 | +1.32K | 0.00% |
| Larson Financial Group LLC | 938 | Sep 30, 26 | -61 | 0.00% |
| Next Level Wealth Planning, LLC | 366 | Sep 30, 26 | +366 | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 337 | Sep 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 298 | Sep 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | -- | Sep 30, 26 | -300 | -- |
| LifeSteps Financial, Inc. | -- | Sep 30, 26 | -3.41K | -- |
| Private Advisory Group LLC | -- | Sep 30, 26 | -7.88K | -- |
| Vermillion Wealth Management, Inc. | -- | Sep 30, 26 | -24.28K | -- |
| Physician Wealth Solutions Inc. | -- | Sep 30, 26 | -5.80K | -- |
| Focus Partners Wealth | 2.16M | Jun 30, 26 | +227.97K | 4.32% |
| Pathstone Holdings, LLC | 1.51M | Jun 30, 26 | +275.78K | 3.02% |
| EP Wealth Advisors, LLC | 734.84K | Jun 30, 26 | +30.74K | 1.47% |
| MERCER GLOBAL ADVISORS INC /ADV | 460.20K | Jun 30, 26 | +77.00K | 0.92% |
| Pure Financial Advisors, LLC | 419.67K | Jun 30, 26 | +10.44K | 0.84% |
| Beacon Pointe Advisors, LLC | 341.75K | Jun 30, 26 | +4.71K | 0.68% |
| OneDigital Investment Advisors LLC | 267.23K | Jun 30, 26 | +38.31K | 0.53% |
| Betterment LLC | 246.13K | Jun 30, 26 | -15.60K | 0.49% |
| NWAM LLC | 210.94K | Jun 30, 26 | +1.59K | 0.42% |
| Corient Private Wealth LP | 206.97K | Jun 30, 26 | -6.80K | 0.41% |
| Planning Center, Inc. | 186.76K | Jun 30, 26 | +2.02K | 0.37% |
| Wealthspire Advisors, LLC | 173.98K | Jun 30, 26 | +156.35K | 0.35% |
| Sequoia Financial Advisors, LLC | 150.20K | Jun 30, 26 | -1.20K | 0.30% |
| BROWN ADVISORY INC | 129.06K | Jun 30, 26 | +6.93K | 0.26% |
| Wealth Management Strategies, Inc. | 124.02K | Jun 30, 26 | -121 | 0.25% |
| Aspen Capital Management, LLC | 111.53K | Jun 30, 26 | -2.74K | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 96.53K | Jun 30, 26 | +11.09K | 0.19% |
| Truepoint, Inc. | 75.15K | Jun 30, 26 | -17.23K | 0.15% |
| Longview Financial Advisors LLC | 71.06K | Jun 30, 26 | -236 | 0.14% |
| Premier Financial Group | 66.92K | Jun 30, 26 | -201 | 0.13% |
| OSAIC HOLDINGS, INC. | 66.61K | Jun 30, 26 | +45.11K | 0.13% |
| von Borstel & Associates, Inc. | 53.08K | Jun 30, 26 | +19.66K | 0.11% |
| COMPASS CAPITAL CORP /MA/ /ADV | 50.70K | Jun 30, 26 | +590 | 0.10% |
| ROYAL BANK OF CANADA | 48.08K | Jun 30, 26 | +23.72K | 0.10% |
| Broadhurst Jeffrey B | 47.24K | Jun 30, 26 | -121.01K | 0.09% |
| JPMORGAN CHASE & CO | 46.14K | Jun 30, 26 | +21.91K | 0.09% |
| Strategic Investment Solutions, Inc. /IL | 45.90K | Jun 30, 26 | -334 | 0.09% |
| Cerity Partners LLC | 45.03K | Jun 30, 26 | +45.03K | 0.09% |
| CAHILL FINANCIAL ADVISORS INC | 44.91K | Jun 30, 26 | +10.59K | 0.09% |
| Cordant, Inc. | 41.54K | Jun 30, 26 | +9.07K | 0.08% |
| NewEdge Advisors, LLC | 40.05K | Jun 30, 26 | -5.97K | 0.08% |
| Mason & Associates Inc | 36.10K | Jun 30, 26 | +2.58K | 0.07% |
| MORRIS FINANCIAL CONCEPTS, INC. | 35.14K | Jun 30, 26 | +1.63K | 0.07% |
| Balanced Rock Investment Advisors LLC | 33.23K | Jun 30, 26 | +2.73K | 0.07% |
| STIFEL FINANCIAL CORP | 32.78K | Jun 30, 26 | -3.15K | 0.07% |
| Bridgewater Advisors Inc. | 30.16K | Jun 30, 26 | +582 | 0.06% |
| Henrickson Nauta Wealth Advisors, Inc. | 30.00K | Jun 30, 26 | +43 | 0.06% |
| WPWealth LLP | 28.91K | Jun 30, 26 | +73 | 0.06% |
| MARS JEWETT FINANCIAL GROUP, INC. | 28.24K | Jun 30, 26 | +28.24K | 0.06% |
| Rehmann Capital Advisory Group | 28.02K | Jun 30, 26 | +900 | 0.06% |
| Financial Plan, Inc. | 27.90K | Jun 30, 26 | +3.58K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26.95K | Jun 30, 26 | +19.05K | 0.05% |
| Quantinno Capital Management LP | 25.49K | Jun 30, 26 | -825 | 0.05% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 24.51K | Jun 30, 26 | +150 | 0.05% |
| TFO Wealth Partners, LLC | 22.00K | Jun 30, 26 | +50 | 0.04% |
| Mariner, LLC | 20.72K | Jun 30, 26 | -4.18K | 0.04% |
| Investment Advisory Group, LLC | 20.05K | Jun 30, 26 | -- | 0.04% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 18.80K | Jun 30, 26 | +3.65K | 0.04% |
| Orion Capital Management LLC | 18.64K | Jun 30, 26 | +33 | 0.04% |
| Envision Financial Planning, LLC | 18.48K | Jun 30, 26 | -13 | 0.04% |
| E-Wealth Partners, LLC | 18.24K | Jun 30, 26 | +7.23K | 0.04% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 17.95K | Jun 30, 26 | -- | 0.04% |
| GTS SECURITIES LLC | 17.74K | Jun 30, 26 | -7.37K | 0.04% |
| MML INVESTORS SERVICES, LLC | 16.98K | Jun 30, 26 | -14.77K | 0.03% |
| Ruedi Wealth Management, Inc. | 16.82K | Jun 30, 26 | -647 | 0.03% |
| Laird Norton Wetherby Trust Company, LLC | 16.15K | Jun 30, 26 | +16.15K | 0.03% |
| Glassman Wealth Services | 15.28K | Jun 30, 26 | +1.40K | 0.03% |
| HTG Investment Advisors, Inc. | 15.24K | Jun 30, 26 | +2.67K | 0.03% |
| Pine Harbor Wealth Management, LLC | 14.99K | Jun 30, 26 | -- | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 14.62K | Jun 30, 26 | -198 | 0.03% |
| NewEdge Wealth, LLC | 14.51K | Jun 30, 26 | -- | 0.03% |
| FIDUCIARY FINANCIAL ADVISORS | 14.30K | Jun 30, 26 | -1.16K | 0.03% |
| Rockefeller Capital Management L.P. | 13.02K | Jun 30, 26 | +12.84K | 0.03% |
| Stratos Investment Management, LLC | 12.82K | Jun 30, 26 | -292 | 0.03% |
| Bluespring Wealth Management, LLC | 11.39K | Jun 30, 26 | +4.13K | 0.02% |
| Passive Capital Management, LLC. | 10.80K | Jun 30, 26 | -- | 0.02% |
| Trailhead Planners LLC | 9.29K | Jun 30, 26 | +91 | 0.02% |
| Geometric Wealth Advisors | 8.79K | Jun 30, 26 | +183 | 0.02% |
| Cetera Investment Advisers | 6.91K | Jun 30, 26 | +6.91K | 0.01% |
| FMB WEALTH MANAGEMENT | 6.71K | Jun 30, 26 | -- | 0.01% |
| Vickerman Investment Advisors, Inc. | 6.45K | Jun 30, 26 | -- | 0.01% |
| PW ADVISORS, LLC \ FL | 6.01K | Jun 30, 26 | +541 | 0.01% |
| Sanchez Levi Garrett | 5.94K | Jun 30, 26 | +385 | 0.01% |
| Integrity Wealth Solutions LLC | 5.67K | Jun 30, 26 | +99 | 0.01% |
| Kilner Capital Advisors, LLC | 5.58K | Jun 30, 26 | -- | 0.01% |
| CURIO WEALTH, LLC | 5.39K | Jun 30, 26 | +12 | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 5.22K | Jun 30, 26 | +5.22K | 0.01% |
| CITADEL ADVISORS LLC | 4.88K | Jun 30, 26 | +4.88K | 0.01% |
| LRI Investments, LLC | 3.51K | Jun 30, 26 | -- | 0.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.35K | Jun 30, 26 | +3.35K | 0.01% |
| BELLEVUE ASSET MANAGEMENT, LLC | 3.32K | Jun 30, 26 | +7 | 0.01% |
| MORGAN STANLEY | 2.90K | Jun 30, 26 | -2.20K | 0.01% |
| RAFFA WEALTH MANAGEMENT, LLC | 2.82K | Jun 30, 26 | +639 | 0.01% |
| Timmons Wealth Management, LLC | 2.09K | Jun 30, 26 | -956 | 0.00% |
| Medallion Wealth Advisors, LLC | 1.76K | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 1.73K | Jun 30, 26 | +971 | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 1.50K | Jun 30, 26 | -- | 0.00% |
| PINNEY & SCOFIELD, INC. | 1.30K | Jun 30, 26 | +2 | 0.00% |
| Rialto Wealth Management, LLC | 1.08K | Jun 30, 26 | -- | 0.00% |
| Nalls Sherbakoff Group, LLC | 925 | Jun 30, 26 | -- | 0.00% |
| Seneschal Advisors, LLC | 740 | Jun 30, 26 | +740 | 0.00% |
| Qube Research & Technologies Ltd | 632 | Jun 30, 26 | -236 | 0.00% |
| UBS Group AG | 538 | Jun 30, 26 | +538 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 388 | Jun 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -49.29K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Jun 30, 26 | -19.06K | -- |
| Caprock Group, LLC | -- | Jun 30, 26 | -36.88K | -- |
| CONSILIO WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -23.72K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -138 | -- |
| Financial Connections Group, Inc. | 46.36K | Mar 31, 26 | +1.20K | 0.09% |
| North Ridge Wealth Advisors, Inc. | 42.29K | Mar 31, 26 | +1.72K | 0.08% |
| Opes Wealth Management LLC | 18.25K | Mar 31, 26 | +300 | 0.04% |
| EXENCIAL WEALTH ADVISORS, LLC | 10.82K | Mar 31, 26 | +3.60K | 0.02% |
| Red Tortoise LLC | 4.76K | Mar 31, 26 | -- | 0.01% |
| Anfield Capital Management, LLC | 350 | Mar 31, 26 | -- | 0.00% |
| LongView Asset Management LLC | 708.05K | Dec 31, 25 | -31.12K | 1.42% |
| Heritage Financial Services, LLC | 364.07K | Dec 31, 25 | +26.06K | 0.73% |
| Clarius Group, LLC | 11.72K | Dec 31, 25 | +3 | 0.02% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -704 | -- |
| Wealthstream Advisors, Inc. | 6.41K | Sep 30, 25 | +6.41K | 0.01% |
| PBMares Wealth Management LLC | 6.27K | Sep 30, 25 | +535 | 0.01% |
| Waypoint Wealth Partners Inc. | 191.47K | Jun 30, 25 | +64.62K | 0.38% |
| Blue Oak Capital, LLC | 149.23K | Jun 30, 25 | -63.14K | 0.30% |
| Martin Worley Group | 74.75K | Jun 30, 25 | -3.37K | 0.15% |
| Jentner Corp | 52.23K | Jun 30, 25 | +2.85K | 0.10% |
| Parkworth Wealth Management, Inc. | 3.25K | Jun 30, 25 | +1.06K | 0.01% |
| Vista Wealth Management Group, LLC | 563.19K | Mar 31, 25 | -12.60K | 1.13% |
| Michael A. Dubis Financial Planning, LLC | 7.25K | Mar 31, 25 | -- | 0.01% |
| Merriman Wealth Management, LLC | 988.59K | Dec 31, 24 | -29.35K | 1.98% |
| Carlson Capital Management | 75.41K | Dec 31, 24 | +16.03K | 0.15% |
| CRITERION CAPITAL ADVISORS, LLC | 3.52K | Dec 31, 24 | -- | 0.01% |
| LifePro Asset Management | 86.81K | Sep 30, 24 | +34.08K | 0.17% |
| Advisory Services & Investments, LLC | 60.10K | Sep 30, 24 | +8 | 0.12% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 197.44K | Jun 30, 24 | +23.66K | 0.39% |
| WALDEN WEALTH PARTNERS LLC | 30.62K | Jun 30, 24 | -- | 0.06% |
| FirstPurpose Wealth LLC | 20.68K | Mar 31, 24 | +9.06K | 0.04% |
| Grey Street Capital, LLC | 10.00K | Mar 31, 24 | +10.00K | 0.02% |
| PATHSTONE FAMILY OFFICE, LLC | 214.87K | Sep 30, 23 | +27.18K | 0.43% |
| Relaxing Retirement Coach | 13.71K | Jun 30, 23 | -296 | 0.03% |
| Brainard Capital Management LLC | 73.80K | Mar 31, 23 | +59 | 0.15% |
| Baldrige Asset Management LLC | 21.24K | Mar 31, 23 | +5.38K | 0.04% |