Dimensional - US Small Cap Value ETF(DFSV)

$39.51—Stale · unknown old

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Dimensional - US Small Cap Value ETF(DFSV)

NYSE • Last print unknown ago

$39.51—Stale · unknown old

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DFSV(DFSV)

DFSV

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Institutional Ownership

Top 674 Institutional Holders

Holder	Shares	Date	Change	% Held
Savant Capital, LLC	25.01M	Jun 30, 26	+6.13M	12.52%
MATHER GROUP, LLC.	6.63M	Jun 30, 26	+64.42K	3.32%
JMG Financial Group, Ltd.	6.31M	Jun 30, 26	+119.89K	3.16%
Colony Group, LLC	4.70M	Jun 30, 26	+200.44K	2.35%
Cetera Investment Advisers	4.70M	Jun 30, 26	+811.65K	2.35%
Cerity Partners LLC	4.47M	Jun 30, 26	+161.62K	2.24%
RITHOLTZ WEALTH MANAGEMENT	4.07M	Jun 30, 26	+211.59K	2.04%
CI Private Wealth, LLC	3.24M	Jun 30, 26	-4.09M	1.62%
Modera Wealth Management, LLC	2.95M	Jun 30, 26	+184.44K	1.48%
Index Fund Advisors, Inc.	2.84M	Jun 30, 26	+82.30K	1.42%
Pathstone Holdings, LLC	2.67M	Jun 30, 26	-87.75K	1.34%
ENVESTNET ASSET MANAGEMENT INC	2.38M	Jun 30, 26	+89.80K	1.19%
LPL Financial LLC	2.36M	Jun 30, 26	+147.84K	1.18%
Buckingham Strategic Partners	2.23M	Jun 30, 26	+117.11K	1.11%
Creative Planning	2.19M	Jun 30, 26	-25.47K	1.10%
Arista Wealth Management, LLC	2.15M	Jun 30, 26	+48.49K	1.08%
RAYMOND JAMES FINANCIAL INC	1.97M	Jun 30, 26	+28.49K	0.99%
BANK OF AMERICA CORP /DE/	1.70M	Jun 30, 26	+132.55K	0.85%
Vestmark Advisory Solutions, Inc.	1.49M	Jun 30, 26	-898	0.74%
EP Wealth Advisors, LLC	1.33M	Jun 30, 26	-87.81K	0.67%
DiNuzzo Private Wealth, Inc.	1.30M	Jun 30, 26	-46.93K	0.65%
Truepoint, Inc.	1.19M	Jun 30, 26	-147.57K	0.60%
Evanson Financial, LLC	1.16M	Jun 30, 26	+1.16M	0.58%
COLDSTREAM CAPITAL MANAGEMENT INC	1.14M	Jun 30, 26	-1.09M	0.57%
MOSAIC FAMILY WEALTH PARTNERS, LLC	1.03M	Jun 30, 26	+32.84K	0.52%
Leading Edge Financial Planning LLC	1.03M	Jun 30, 26	+58.01K	0.51%
BANK OF MONTREAL /CAN/	1.02M	Jun 30, 26	+32.97K	0.51%
ADVISOR GROUP HOLDINGS, INC.	968.73K	Jun 30, 26	+188.21K	0.48%
Integrity Advisory Solutions, LLC	940.15K	Jun 30, 26	+76.57K	0.47%
HARBOUR INVESTMENTS, INC.	930.06K	Jun 30, 26	+63.43K	0.47%
Elser Financial Planning, Inc	923.58K	Jun 30, 26	+11.73K	0.46%
Seaside Wealth Management, Inc.	922.46K	Jun 30, 26	+20.92K	0.46%
Stordahl Capital Management, Inc.	913.55K	Jun 30, 26	+3.75K	0.46%
NORTHERN TRUST CORP	905.47K	Jun 30, 26	+56.88K	0.45%
United Wealth Management, LLC	904.35K	Jun 30, 26	+5.14K	0.45%
JACKSON THORNTON ASSET MANAGEMENT, LLC	873.27K	Jun 30, 26	+19.95K	0.44%
Beacon Pointe Advisors, LLC	848.19K	Jun 30, 26	+32.61K	0.42%
von Borstel & Associates, Inc.	839.02K	Jun 30, 26	+9.61K	0.42%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	826.86K	Jun 30, 26	+137.34K	0.41%
HighTower Advisors, LLC	805.62K	Jun 30, 26	+19.29K	0.40%
Hassell Wealth Management, LLC	770.95K	Jun 30, 26	+8.30K	0.39%
Zhang Financial LLC	750.73K	Jun 30, 26	+48.52K	0.38%
Diversified Portfolios, Inc.	734.78K	Jun 30, 26	+39.34K	0.37%
Rather & Kittrell, Inc.	719.09K	Jun 30, 26	+28.49K	0.36%
Sequoia Financial Advisors, LLC	714.82K	Jun 30, 26	-17.62K	0.36%
PARK AVENUE SECURITIES LLC	714.20K	Jun 30, 26	+37.98K	0.36%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	704.49K	Jun 30, 26	-1.11K	0.35%
Resources Investment Advisors, LLC.	665.53K	Jun 30, 26	+39.96K	0.33%
Retirement Solution Inc.	658.00K	Jun 30, 26	+484	0.33%
COMMONWEALTH EQUITY SERVICES, LLC	644.63K	Jun 30, 26	-5.53K	0.32%
CLUNE & ASSOCIATES, LTD.	634.62K	Jun 30, 26	+286.61K	0.32%
Chicago Partners Investment Group LLC	594.77K	Jun 30, 26	+22.23K	0.30%
Wealth Dimensions Group, Ltd.	587.00K	Jun 30, 26	+5.73K	0.29%
Integris Wealth Management, LLC	585.90K	Jun 30, 26	-12.49K	0.29%
Safeguard Investment Advisory Group, LLC	584.08K	Jun 30, 26	-27.19K	0.29%
Wealth Advisors Northwest LLC	565.02K	Jun 30, 26	+14.70K	0.28%
Krilogy Financial LLC	562.53K	Jun 30, 26	+5.25K	0.28%
Perigon Wealth Management, LLC	539.44K	Jun 30, 26	+51.44K	0.27%
Alpha Financial Advisors, LLC	516.21K	Jun 30, 26	-133	0.26%
ROYAL BANK OF CANADA	512.09K	Jun 30, 26	-162.81K	0.26%
Clarity Wealth Development LLC	511.63K	Jun 30, 26	+31.25K	0.26%
Equita Financial Network, Inc.	505.88K	Jun 30, 26	+3.16K	0.25%
Foundation Wealth Management, LLC\PA	502.59K	Jun 30, 26	+39.15K	0.25%
Farther Finance Advisors, LLC	499.84K	Jun 30, 26	+42.80K	0.25%
Geneos Wealth Management Inc.	492.28K	Jun 30, 26	+6.24K	0.25%
NewEdge Advisors, LLC	486.02K	Jun 30, 26	-22.88K	0.24%
Apella Capital, LLC	483.55K	Jun 30, 26	+54.88K	0.24%
Betterment LLC	465.07K	Jun 30, 26	+17.34K	0.23%
Mariner, LLC	462.45K	Jun 30, 26	+24.25K	0.23%
TOBIAS FINANCIAL ADVISORS, INC.	461.10K	Jun 30, 26	+13.17K	0.23%
Well Done, LLC	457.94K	Jun 30, 26	-10.33K	0.23%
Rockefeller Capital Management L.P.	446.52K	Jun 30, 26	-4.86K	0.22%
FIDUCIARY FINANCIAL ADVISORS	442.56K	Jun 30, 26	+442.56K	0.22%
JPMORGAN CHASE & CO	438.35K	Jun 30, 26	+17.33K	0.22%
Timonier Family Office, LTD.	436.10K	Jun 30, 26	+436.10K	0.22%
SCRATCH CAPITAL LLC	433.15K	Jun 30, 26	+29.20K	0.22%
Allworth Financial LP	425.97K	Jun 30, 26	-444.77K	0.21%
Oceanside Advisors LLC	422.94K	Jun 30, 26	+9.95K	0.21%
Parkwoods Wealth Partners, LLC	413.45K	Jun 30, 26	+96.93K	0.21%
Financial Engines Advisors L.L.C.	412.02K	Jun 30, 26	+70.00K	0.21%
Physician Wealth Solutions Inc.	411.04K	Jun 30, 26	-8.33K	0.21%
Trust Co of the South	402.32K	Jun 30, 26	-42.61K	0.20%
Avantax Planning Partners, Inc.	393.24K	Jun 30, 26	-20.55K	0.20%
Greenline Partners, LLC	388.11K	Jun 30, 26	-255	0.19%
CARDIFF PARK ADVISORS, LLC	386.27K	Jun 30, 26	-844	0.19%
RFG Advisory, LLC	373.46K	Jun 30, 26	+8.60K	0.19%
Navigoe, LLC	373.20K	Jun 30, 26	+8.04K	0.19%
MML INVESTORS SERVICES, LLC	368.60K	Jun 30, 26	+42.07K	0.18%
Avant Financial Advisors LLC	361.78K	Jun 30, 26	+31.20K	0.18%
AdvisorNet Financial, Inc	349.12K	Jun 30, 26	+12.09K	0.17%
Woodward Financial Advisors, Inc.	348.54K	Jun 30, 26	+348.54K	0.17%
Kestra Advisory Services, LLC	348.14K	Jun 30, 26	+13.27K	0.17%
KEB ASSET MANAGEMENT, LLC	341.52K	Jun 30, 26	-1.01K	0.17%
Abel Hall, LLC	336.10K	Jun 30, 26	+10.70K	0.17%
VESTIA PERSONAL WEALTH ADVISORS	334.58K	Jun 30, 26	+31.80K	0.17%
Plancorp, LLC	327.28K	Jun 30, 26	+675	0.16%
Private Wealth Management Group, LLC	321.96K	Jun 30, 26	-15.94K	0.16%
PEAPACK GLADSTONE FINANCIAL CORP	321.44K	Jun 30, 26	+2.91K	0.16%
Financial Architects, LLC	320.15K	Jun 30, 26	+2.81K	0.16%
BOS Asset Management, LLC	313.87K	Jun 30, 26	+1.90K	0.16%
PINNACLE ASSOCIATES LTD	312.28K	Jun 30, 26	-6.38K	0.16%
Pinnacle Wealth Management Advisory Group, LLC	312.28K	Jun 30, 26	-6.38K	0.16%
RCS Financial Planning, LLC	301.70K	Jun 30, 26	+5.61K	0.15%
UBS ASSET MANAGEMENT AMERICAS INC	299.23K	Jun 30, 26	--	0.15%
Ballentine Capital Advisors, Inc	296.90K	Jun 30, 26	+2.09K	0.15%
Aspen Capital Management, LLC	295.56K	Jun 30, 26	+15.40K	0.15%
Tortoise Investment Management, LLC	292.40K	Jun 30, 26	+2.39K	0.15%
Sterling Financial Planning, Inc.	292.00K	Jun 30, 26	+2.12K	0.15%
SeedSafe Financial LLC	291.33K	Jun 30, 26	+9.91K	0.15%
Waterford Advisors, LLC	288.53K	Jun 30, 26	+3.69K	0.14%
Root Financial Partners, LLC	287.75K	Jun 30, 26	-233.50K	0.14%
TRUIST FINANCIAL CORP	287.01K	Jun 30, 26	+211.55K	0.14%
Cambridge Investment Research Advisors, Inc.	283.57K	Jun 30, 26	-6.92K	0.14%
CSP Financial Group, LLC	282.44K	Jun 30, 26	+17.17K	0.14%
SENTINEL WEALTH MANAGEMENT, INC.	275.88K	Jun 30, 26	+5.99K	0.14%
Discipline Wealth Solutions, LLC	271.12K	Jun 30, 26	+50.30K	0.14%
Eqis Capital Management, Inc.	270.08K	Jun 30, 26	-18.11K	0.14%
JONES FINANCIAL COMPANIES LLLP	265.20K	Jun 30, 26	+62.99K	0.13%
Navigate Wealth Management, LLC	257.06K	Jun 30, 26	+22.91K	0.13%
TCI Wealth Advisors, Inc.	255.93K	Jun 30, 26	-6.31K	0.13%
Brinker Capital Investments, LLC	253.87K	Jun 30, 26	+12.80K	0.13%
Vise Technologies, Inc.	242.31K	Jun 30, 26	-210.92K	0.12%
McLean Asset Management Corp	241.89K	Jun 30, 26	+5.21K	0.12%
Advisory Alpha, LLC	238.08K	Jun 30, 26	+14.55K	0.12%
Ancora Advisors, LLC	235.09K	Jun 30, 26	+19.04K	0.12%
Foundry Financial LLC	217.96K	Jun 30, 26	+26.48K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	215.54K	Jun 30, 26	+215.54K	0.11%
EQ WEALTH ADVISORS, LLC	215.02K	Jun 30, 26	-8.13K	0.11%
MONETA GROUP INVESTMENT ADVISORS LLC	214.54K	Jun 30, 26	+11.16K	0.11%
Strathmore Capital Advisors, Inc.	210.96K	Jun 30, 26	+27.18K	0.11%
Gradient Capital Advisors, LLC	209.79K	Jun 30, 26	+6.20K	0.11%
AA Financial Advisors, LLC	208.50K	Jun 30, 26	-4.40K	0.10%
PINNEY & SCOFIELD, INC.	205.69K	Jun 30, 26	-2.30K	0.10%
COLLECTIVE FAMILY OFFICE LLC	204.74K	Jun 30, 26	+2.58K	0.10%
Vantage Point Financial LLC	204.30K	Jun 30, 26	+17.79K	0.10%
Acorn Wealth Advisors, LLC	202.08K	Jun 30, 26	+25.59K	0.10%
STIFEL FINANCIAL CORP	200.85K	Jun 30, 26	+9.18K	0.10%
Pillar Financial Advisors, LLC	193.53K	Jun 30, 26	+8.37K	0.10%
Lantz Financial LLC	191.67K	Jun 30, 26	+15.17K	0.10%
B&D White Capital Company, LLC	190.34K	Jun 30, 26	+25.06K	0.10%
Hippocratic Financial Advisors, LLC	189.32K	Jun 30, 26	+4.62K	0.09%
CLIENT 1ST ADVISORY GROUP, LLC	185.41K	Jun 30, 26	+14.89K	0.09%
BIP Wealth, LLC	184.04K	Jun 30, 26	+56.78K	0.09%
Wealthspire Advisors, LLC	183.66K	Jun 30, 26	+160.21K	0.09%
XY Planning Network, Inc.	171.40K	Jun 30, 26	+2.39K	0.09%
PHILLIPS FINANCIAL MANAGEMENT, LLC	170.25K	Jun 30, 26	-5.89K	0.09%
WILEY BROS.-AINTREE CAPITAL, LLC	166.37K	Jun 30, 26	+16.14K	0.08%
Aviance Capital Partners, LLC	166.19K	Jun 30, 26	+7.36K	0.08%
Disciplined Investors, L.L.C.	160.50K	Jun 30, 26	+17.67K	0.08%
American Investment Services, Inc.	155.85K	Jun 30, 26	+896	0.08%
MELFA WEALTH MANAGEMENT, LLC	154.57K	Jun 30, 26	+18.42K	0.08%
COGENT STRATEGIC WEALTH LLC	154.27K	Jun 30, 26	-5.45K	0.08%
V2 Financial group LLC	152.18K	Jun 30, 26	+24.41K	0.08%
Richardson Capital Management LLC	151.93K	Jun 30, 26	+5.04K	0.08%
Marquette Asset Management, LLC	150.34K	Jun 30, 26	-2.49K	0.08%
Burk Holdings LLC	150.18K	Jun 30, 26	-3.13K	0.08%
Kane Co Wealth Management, Inc.	144.47K	Jun 30, 26	-652	0.07%
Level Financial Advisors, Inc.	143.78K	Jun 30, 26	+5.48K	0.07%
Quent Capital, LLC	140.28K	Jun 30, 26	+13.13K	0.07%
Fermata Advisors, LLC	135.87K	Jun 30, 26	-419	0.07%
Forum Financial Management, LP	134.38K	Jun 30, 26	-9.22K	0.07%
INTEGRATED CAPITAL MANAGEMENT, INC.	133.64K	Jun 30, 26	-675	0.07%
Schoolcraft Capital LLC	133.10K	Jun 30, 26	-2.19K	0.07%
Hill Investment Group Partners, LLC	132.47K	Jun 30, 26	-2.15K	0.07%
Warburton Capital Management, LLC	127.40K	Jun 30, 26	+59.68K	0.06%
Financial Symmetry Inc	126.95K	Jun 30, 26	+2.73K	0.06%
Three Arch Wealth Management LLC	122.70K	Jun 30, 26	-8.80K	0.06%
Summit Wealth Group, LLC	122.61K	Jun 30, 26	-705	0.06%
AQR CAPITAL MANAGEMENT LLC	120.82K	Jun 30, 26	+25.98K	0.06%
Summit Financial, LLC	118.84K	Jun 30, 26	-1.82K	0.06%
IFG Advisory, LLC	118.02K	Jun 30, 26	+113.97K	0.06%
Gibraltar Capital Management, Inc.	117.56K	Jun 30, 26	+9.14K	0.06%
SUMMIT WEALTH GROUP LLC / CO	115.94K	Jun 30, 26	-1.23K	0.06%
UBS Group AG	115.80K	Jun 30, 26	+1.14K	0.06%
Squire Investment Management Company, LLC	114.95K	Jun 30, 26	+660	0.06%
Quantum Financial Advisors, LLC	113.83K	Jun 30, 26	+6.78K	0.06%
SNS Financial Group, LLC	113.55K	Jun 30, 26	+26.76K	0.06%
Cravens & Co Advisors, LLC	113.20K	Jun 30, 26	-22.99K	0.06%
Anchor Bay Capital, Inc.	111.73K	Jun 30, 26	+111.73K	0.06%
ABLE Financial Group, LLC	105.96K	Jun 30, 26	-1.22K	0.05%
WealthCollab, LLC	104.84K	Jun 30, 26	--	0.05%
Schubert & Co	103.34K	Jun 30, 26	+311	0.05%
VANCE WEALTH, INC.	103.24K	Jun 30, 26	+5.45K	0.05%
Advyzon Investment Management, LLC	100.93K	Jun 30, 26	-1.80K	0.05%
Team Hewins, LLC	99.12K	Jun 30, 26	-5.23K	0.05%
Atlantic Union Bankshares Corp	98.21K	Jun 30, 26	+3.77K	0.05%
Royal Harbor Partners, LLC	98.04K	Jun 30, 26	+2.73K	0.05%
MERCER GLOBAL ADVISORS INC /ADV	97.83K	Jun 30, 26	+25.28K	0.05%
COMMERCE BANK	96.91K	Jun 30, 26	-1.02K	0.05%
LAM GROUP, INC.	95.24K	Jun 30, 26	-2.75K	0.05%
BetterWealth, LLC	94.44K	Jun 30, 26	-2.17K	0.05%
Madrid Wealth Management, LLC	93.86K	Jun 30, 26	+1.96K	0.05%
CSS LLC/IL	93.16K	Jun 30, 26	-6.70K	0.05%
Two West Capital Advisors LLC	92.15K	Jun 30, 26	-456	0.05%
Wealthfront Advisers LLC	91.11K	Jun 30, 26	+7.73K	0.05%
RAM Investment Partners, LLC	90.94K	Jun 30, 26	+10.18K	0.05%
BAYSHORE ASSET MANAGEMENT, LLC	89.74K	Jun 30, 26	+3.46K	0.04%
Burton Enright Welch	89.30K	Jun 30, 26	+38	0.04%
Merit Financial Group, LLC	88.97K	Jun 30, 26	-3.29K	0.04%
Outbound Financial Inc	88.74K	Jun 30, 26	-8.45K	0.04%
Dakota Wealth Management	88.51K	Jun 30, 26	+7.70K	0.04%
Apollon Wealth Management, LLC	87.90K	Jun 30, 26	+77.81K	0.04%
Wealthcare Advisory Partners LLC	87.79K	Jun 30, 26	+2.10K	0.04%
Savvy Advisors, Inc.	87.16K	Jun 30, 26	+11.16K	0.04%
Pettinga Financial Advisors, LLC	87.08K	Jun 30, 26	+1.11K	0.04%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	85.06K	Jun 30, 26	-6.33K	0.04%
Oak Wealth Advisors LLC	85.06K	Jun 30, 26	-237	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	84.19K	Jun 30, 26	+11.67K	0.04%
Sanctuary Advisors, LLC	83.66K	Jun 30, 26	+2.15K	0.04%
Vannoy Advisory Group, Inc.	82.10K	Jun 30, 26	-1.85K	0.04%
Mission Hills Financial Advisory, LLC	82.06K	Jun 30, 26	+82.06K	0.04%
Strategic Investment Solutions, Inc. /IL	81.95K	Jun 30, 26	+5.16K	0.04%
Trailhead Planners LLC	81.92K	Jun 30, 26	-11.95K	0.04%
CITIGROUP INC	80.84K	Jun 30, 26	-1.47K	0.04%
KINGSWOOD WEALTH ADVISORS, LLC	78.89K	Jun 30, 26	-3.42K	0.04%
Daner Wealth Management, LLC	78.47K	Jun 30, 26	+10.21K	0.04%
NORTHWEST WEALTH MANAGEMENT, LLC	77.83K	Jun 30, 26	-5.10K	0.04%
W.H. Cornerstone Investments Inc.	77.47K	Jun 30, 26	-11.62K	0.04%
Rehmann Capital Advisory Group	77.20K	Jun 30, 26	-398	0.04%
WELLS FARGO & COMPANY/MN	76.29K	Jun 30, 26	+69.41K	0.04%
Pacific Park Financial, Inc.	74.61K	Jun 30, 26	+27.15K	0.04%
LEGACY FINANCIAL GROUP, INC.	74.16K	Jun 30, 26	+72	0.04%
Ruedi Wealth Management, Inc.	72.73K	Jun 30, 26	+241	0.04%
SIGNATUREFD, LLC	71.67K	Jun 30, 26	+6.38K	0.04%
ROBERTS GLORE & CO INC /IL/	70.56K	Jun 30, 26	-3.60K	0.04%
Brady Martz Wealth Solutions, LLC	69.91K	Jun 30, 26	-2.90K	0.03%
WorthPointe, LLC	69.89K	Jun 30, 26	-7.77K	0.03%
Twin Cities Retirement Group LLC	69.83K	Jun 30, 26	+9.32K	0.03%
BUILDER INVESTMENT GROUP INC /ADV	69.71K	Jun 30, 26	+27.65K	0.03%
MB Generational Wealth, LLC	68.94K	Jun 30, 26	+4.29K	0.03%
Emprise Bank	68.71K	Jun 30, 26	-1.83K	0.03%
Integrated Wealth Concepts LLC	68.65K	Jun 30, 26	-23.96K	0.03%
MAI Capital Management	68.13K	Jun 30, 26	+622	0.03%
Evensky & Katz LLC	67.75K	Jun 30, 26	+153	0.03%
Hudson Value Partners, LLC	67.41K	Jun 30, 26	+637	0.03%
Brookstone Capital Management	66.78K	Jun 30, 26	+9.61K	0.03%
Mustard Seed Financial, LLC	66.43K	Jun 30, 26	+6.75K	0.03%
QUARRY HILL ADVISORS, LLC	65.96K	Jun 30, 26	-731	0.03%
GEM Asset Management, LLC	64.06K	Jun 30, 26	+7.29K	0.03%
Nalls Sherbakoff Group, LLC	63.60K	Jun 30, 26	-981	0.03%
RTD Financial Advisors, Inc.	63.09K	Jun 30, 26	+16.51K	0.03%
Moisand Fitzgerald Tamayo, LLC	62.19K	Jun 30, 26	-209	0.03%
Approach Retirement Advisors, LLC	60.76K	Jun 30, 26	+4.32K	0.03%
HMV Wealth Advisors, LLC	60.55K	Jun 30, 26	+10.70K	0.03%
SC&H Financial Advisors, Inc.	60.34K	Jun 30, 26	-118	0.03%
Meritas Wealth Management, LLC	59.55K	Jun 30, 26	-484	0.03%
Greenspring Advisors, LLC	59.38K	Jun 30, 26	+3.51K	0.03%
True Wealth Design, LLC	58.63K	Jun 30, 26	-3.03K	0.03%
AIRE ADVISORS, LLC	58.63K	Jun 30, 26	+57	0.03%
FIRETHORN WEALTH PARTNERS, LLC	58.50K	Jun 30, 26	-1.61K	0.03%
Grant Private Wealth Management Inc	57.73K	Jun 30, 26	-4.53K	0.03%
BROWN ADVISORY INC	57.22K	Jun 30, 26	+9.56K	0.03%
Rockwood Wealth Management, LLC	56.80K	Jun 30, 26	+5.18K	0.03%
Triad Wealth Partners, LLC	56.49K	Jun 30, 26	+11.17K	0.03%
DOPKINS WEALTH MANAGEMENT, LLC	55.09K	Jun 30, 26	+1.24K	0.03%
MONOGRAPH WEALTH ADVISORS, LLC	54.28K	Jun 30, 26	-3	0.03%
William Mack & Associates, Inc.	54.03K	Jun 30, 26	+27.70K	0.03%
Sage Mountain Advisors LLC	53.77K	Jun 30, 26	--	0.03%
GREAT VALLEY ADVISOR GROUP, INC.	53.18K	Jun 30, 26	+4.90K	0.03%
SageView Advisory Group, LLC	52.99K	Jun 30, 26	-3.09K	0.03%
Wedmont Private Capital	52.70K	Jun 30, 26	+14	0.03%
Triangle Securities Wealth Management	52.63K	Jun 30, 26	+1.50K	0.03%
Horizon Investments, LLC	52.37K	Jun 30, 26	-51.65K	0.03%
FOUNDERS FINANCIAL SECURITIES LLC	52.15K	Jun 30, 26	+265	0.03%
Global Financial Private Client, LLC	51.76K	Jun 30, 26	+19.12K	0.03%
ATLas Financial Planning LLC	50.95K	Jun 30, 26	+2.86K	0.03%
HFG Advisors, Inc.	49.87K	Jun 30, 26	+1.57K	0.02%
Glass Jacobson Investment Advisors llc	49.54K	Jun 30, 26	+4.99K	0.02%
Cloud Capital Management, LLC	49.39K	Jun 30, 26	+134	0.02%
Delap Wealth Advisory, LLC	48.84K	Jun 30, 26	--	0.02%
Revolve Wealth Partners, LLC	48.57K	Jun 30, 26	+16.42K	0.02%
Tower Research Capital LLC (TRC)	47.88K	Jun 30, 26	-54.51K	0.02%
Quadcap Wealth Management, LLC	47.34K	Jun 30, 26	+2.08K	0.02%
E6 Portfolios, LLC	46.88K	Jun 30, 26	+1.60K	0.02%
Austin Asset Management Co Inc	46.73K	Jun 30, 26	-780	0.02%
MISSION WEALTH MANAGEMENT, LP	46.19K	Jun 30, 26	-2.87K	0.02%
FIDUCIARY FINANCIAL GROUP, LLC	46.16K	Jun 30, 26	-857	0.02%
Gemmer Asset Management LLC	45.77K	Jun 30, 26	-1.35K	0.02%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	45.70K	Jun 30, 26	+2.02K	0.02%
Mutual Advisors, LLC	45.66K	Jun 30, 26	-1.85K	0.02%
Pacific Asset Management, LLC	45.39K	Jun 30, 26	-119	0.02%
Valued Wealth Advisors LLC	45.09K	Jun 30, 26	-8	0.02%
Sprinkle Financial Consultants LLC	44.22K	Jun 30, 26	+2.05K	0.02%
Investmark Advisory Group LLC	44.03K	Jun 30, 26	+591	0.02%
D. E. Shaw & Co., Inc.	43.83K	Jun 30, 26	+43.83K	0.02%
Aegis Wealth Management LLC	43.73K	Jun 30, 26	+1.89K	0.02%
CHOREO, LLC	43.44K	Jun 30, 26	-1.68K	0.02%
Clear Harbor Asset Management, LLC	43.41K	Jun 30, 26	+4.19K	0.02%
Porter White Investment Advisors, Inc.	43.06K	Jun 30, 26	+777	0.02%
Boston Partners	41.98K	Jun 30, 26	--	0.02%
MORGAN STANLEY	41.61K	Jun 30, 26	-6.23K	0.02%
CreativeOne Wealth, LLC	41.22K	Jun 30, 26	-4.42K	0.02%
Wealth Management Nebraska	41.17K	Jun 30, 26	-57	0.02%
Oder Investment Management, LLC	41.06K	Jun 30, 26	+1.09K	0.02%
Canvas Wealth Advisors, LLC	40.58K	Jun 30, 26	+9.14K	0.02%
XCELSIOR ADVISOR PARTNERS LLC	39.74K	Jun 30, 26	-177	0.02%
Grove Street Fiduciary, LLC	39.73K	Jun 30, 26	-2.42K	0.02%
GREAT OAK CAPITAL PARTNERS, LLC	38.82K	Jun 30, 26	+397	0.02%
MGO ONE SEVEN LLC	38.53K	Jun 30, 26	+32.80K	0.02%
Keyes, Stange & Wooten Wealth Management, LLC	38.18K	Jun 30, 26	-1.99K	0.02%
Global Trust Wealth Management LLC	36.98K	Jun 30, 26	+10.96K	0.02%
RENAISSANCE TECHNOLOGIES LLC	36.70K	Jun 30, 26	-52.49K	0.02%
Morton Brown Family Wealth, LLC	36.49K	Jun 30, 26	+284	0.02%
Broadhurst Jeffrey B	35.57K	Jun 30, 26	-1.87K	0.02%
Flagstone Financial Management	35.43K	Jun 30, 26	-1.89K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	34.90K	Jun 30, 26	+4.63K	0.02%
TANDEMGROWTH FINANCIAL ADVISORS LLC	34.26K	Jun 30, 26	--	0.02%
HBE Wealth Management, LLC	33.79K	Jun 30, 26	--	0.02%
Shearwater Capital LLC	33.50K	Jun 30, 26	+3.04K	0.02%
Miracle Mile Advisors, LLC	33.44K	Jun 30, 26	+3.76K	0.02%
Alpha Advisors, LLC/VA	33.20K	Jun 30, 26	-50.82K	0.02%
BDFS Capital LLC	32.75K	Jun 30, 26	+5.88K	0.02%
Fiduciary Alliance LLC	32.65K	Jun 30, 26	-215	0.02%
CURIO WEALTH, LLC	32.55K	Jun 30, 26	-327	0.02%
Cascades Capital Asset Management, LLC	32.13K	Jun 30, 26	+32.13K	0.02%
Concurrent Investment Advisors, LLC	32.06K	Jun 30, 26	+868	0.02%
Freedom Day Solutions, LLC	31.98K	Jun 30, 26	+14.83K	0.02%
DBK Financial Counsel, LLC	31.91K	Jun 30, 26	-420	0.02%
RIVERCHASE WEALTH MANAGEMENT, LLC	31.29K	Jun 30, 26	-65	0.02%
Petersen Hastings Wealth Advisors Inc.	31.14K	Jun 30, 26	+125	0.02%
Venture Visionary Partners LLC	30.77K	Jun 30, 26	+30.77K	0.02%
Ponta Wealth Partners, LLC	30.71K	Jun 30, 26	+4.28K	0.02%
Wilkerson Advisory Group LLC	30.55K	Jun 30, 26	-3.12K	0.02%
Wealth Preservation Advisors, LLC	30.02K	Jun 30, 26	-4.03K	0.02%
Ariadne Wealth Management, LP	29.75K	Jun 30, 26	--	0.01%
Smartleaf Asset Management LLC	29.44K	Jun 30, 26	--	0.01%
McClarren Financial Advisors, Inc.	28.93K	Jun 30, 26	+1.30K	0.01%
Financial Plan, Inc.	28.88K	Jun 30, 26	+3.07K	0.01%
Medallion Wealth Advisors, LLC	28.86K	Jun 30, 26	-1.54K	0.01%
CAPITAL PERFORMANCE ADVISORS LLP	28.63K	Jun 30, 26	-468	0.01%
CPA Asset Management LLC	28.45K	Jun 30, 26	-3.73K	0.01%
FMB WEALTH MANAGEMENT	27.87K	Jun 30, 26	+253	0.01%
GeoWealth Management, LLC	27.48K	Jun 30, 26	+3.06K	0.01%
Lodestone Wealth Management LLC	27.41K	Jun 30, 26	+1.23K	0.01%
Foster Group, Inc.	27.03K	Jun 30, 26	+46	0.01%
Friday Financial	26.94K	Jun 30, 26	+10.91K	0.01%
TCFG Investment Advisors, LLC	26.51K	Jun 30, 26	+1.59K	0.01%
Atomi Financial Group, Inc.	26.10K	Jun 30, 26	+19.94K	0.01%
Pine Harbor Wealth Management, LLC	25.56K	Jun 30, 26	--	0.01%
Nuveen, LLC	25.49K	Jun 30, 26	+25.49K	0.01%
C M BIDWELL & ASSOCIATES LTD	25.45K	Jun 30, 26	+967	0.01%
Mattern Wealth Management LLC	25.00K	Jun 30, 26	+25.00K	0.01%
Diversified Trust Co	24.80K	Jun 30, 26	--	0.01%
MSA Advisors, LLC	24.79K	Jun 30, 26	--	0.01%
Quantinno Capital Management LP	24.60K	Jun 30, 26	+8.04K	0.01%
Baker Ellis Asset Management LLC	24.50K	Jun 30, 26	+700	0.01%
BALYASNY ASSET MANAGEMENT L.P.	24.40K	Jun 30, 26	+24.40K	0.01%
Higgins & Schmidt Wealth Strategies LLC	24.26K	Jun 30, 26	-779	0.01%
Mullaney, Keating & Wright, Inc.	24.15K	Jun 30, 26	+57	0.01%
Clark Asset Management, LLC	23.97K	Jun 30, 26	+24	0.01%
KEYVANTAGE WEALTH, LLC	23.53K	Jun 30, 26	-22.12K	0.01%
REDW Wealth LLC	23.20K	Jun 30, 26	-1.21K	0.01%
VISTA CAPITAL PARTNERS, INC.	23.03K	Jun 30, 26	+12	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	23.01K	Jun 30, 26	-4.42K	0.01%
Advisory Services Network, LLC	22.86K	Jun 30, 26	+99	0.01%
COMPASS CAPITAL CORP /MA/ /ADV	22.25K	Jun 30, 26	-1.28K	0.01%
Compass Ion Advisors, LLC	22.25K	Jun 30, 26	-1.08K	0.01%
Private Advisory Group LLC	22.13K	Jun 30, 26	+22.13K	0.01%
Cyndeo Wealth Partners, LLC	21.53K	Jun 30, 26	-5	0.01%
Keating Financial Advisory Services, Inc.	21.24K	Jun 30, 26	-1.04K	0.01%
NWAM LLC	20.99K	Jun 30, 26	+2.43K	0.01%
Vantus Wealth LLC	20.73K	Jun 30, 26	+20.73K	0.01%
Lauterbach Financial Advisors, LLC	20.64K	Jun 30, 26	-192	0.01%
CVA Family Office, LLC	20.45K	Jun 30, 26	-270	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	20.43K	Jun 30, 26	+2.84K	0.01%
Avondale Wealth Management	20.36K	Jun 30, 26	--	0.01%
Disciplined Investments, LLC	20.20K	Jun 30, 26	-1.40K	0.01%
Cogent Private Wealth, Inc.	20.19K	Jun 30, 26	+1.28K	0.01%
CLG LLC	20.05K	Jun 30, 26	-1.22K	0.01%
Golden Bell Financial Planning LLC	20.03K	Jun 30, 26	-2.05K	0.01%
Peirce Capital Management, LLC	19.93K	Jun 30, 26	--	0.01%
Powerhouse Assets LLC	19.91K	Jun 30, 26	+32	0.01%
Physician Wealth Advisors, Inc.	19.87K	Jun 30, 26	+103	0.01%
HANOVER ADVISORS INC	19.86K	Jun 30, 26	+198	0.01%
Graves Light Lenhart Wealth, Inc.	19.73K	Jun 30, 26	+47	0.01%
Bank of New York Mellon Corp	19.66K	Jun 30, 26	-495	0.01%
Spire Wealth Management	19.11K	Jun 30, 26	-550	0.01%
BAKER TILLY WEALTH MANAGEMENT, LLC	18.83K	Jun 30, 26	+14	0.01%
Fort Vancouver Investment Management, LLC	18.55K	Jun 30, 26	--	0.01%
Sensenig Capital Advisors, Inc	18.41K	Jun 30, 26	-1.21K	0.01%
CITADEL ADVISORS LLC	18.31K	Jun 30, 26	-2.35K	0.01%
XTX Topco Ltd	18.26K	Jun 30, 26	+18.26K	0.01%
DeLarme Wealth Management, Inc.	18.24K	Jun 30, 26	-2.15K	0.01%
Joel Isaacson & Co., LLC	18.07K	Jun 30, 26	+1.40K	0.01%
Hutchens & Kramer Investment Management Group, LLC	17.82K	Jun 30, 26	-203	0.01%
CarsonAllaria Wealth Management, Ltd.	17.81K	Jun 30, 26	-98	0.01%
CARY STREET PARTNERS FINANCIAL LLC	17.59K	Jun 30, 26	-2.61K	0.01%
Prudent Man Investment Management, Inc.	17.54K	Jun 30, 26	-12	0.01%
Astra Wealth Partners LLC	17.42K	Jun 30, 26	-530	0.01%
Donalies Financial Planning, LLC	17.41K	Jun 30, 26	+2.74K	0.01%
Aurelius Family Office LLC	17.37K	Jun 30, 26	-760	0.01%
Equitable Holdings, Inc.	17.31K	Jun 30, 26	-2.99K	0.01%
Wright Wealth LLC	16.63K	Jun 30, 26	+133	0.01%
Verisail Partners, LLC	16.45K	Jun 30, 26	--	0.01%
Tandem Financial, LLC	16.37K	Jun 30, 26	-749	0.01%
Janney Montgomery Scott LLC	16.33K	Jun 30, 26	+421	0.01%
GTS SECURITIES LLC	16.25K	Jun 30, 26	+16.25K	0.01%
JDH Wealth Management, LLC	16.23K	Jun 30, 26	-2.95K	0.01%
CLARIS ADVISORS, LLC / MO /	15.93K	Jun 30, 26	-1.33K	0.01%
SRS Capital Advisors, Inc.	15.59K	Jun 30, 26	+7.56K	0.01%
LJI Wealth Management, LLC	15.58K	Jun 30, 26	-2.89K	0.01%
Eldridge Investment Advisors, Inc.	15.48K	Jun 30, 26	+15.48K	0.01%
Opus Financial Solutions LLC	15.46K	Jun 30, 26	+660	0.01%
SILVERLAKE WEALTH MANAGEMENT LLC	15.44K	Jun 30, 26	+2.06K	0.01%
25 LLC	15.43K	Jun 30, 26	+29	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	15.17K	Jun 30, 26	-1.40K	0.01%
Meredith Wealth Planning	15.00K	Jun 30, 26	+52	0.01%
HB Wealth Management, LLC	15.00K	Jun 30, 26	--	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	14.97K	Jun 30, 26	+120	0.01%
AlphaCore Capital LLC	14.95K	Jun 30, 26	+138	0.01%
LAZARI CAPITAL MANAGEMENT, INC.	14.92K	Jun 30, 26	+27	0.01%
Fundamentum, LLC	14.51K	Jun 30, 26	-1.33K	0.01%
Partners in Financial Planning	14.41K	Jun 30, 26	+51	0.01%
Stratos Wealth Partners, LTD.	14.20K	Jun 30, 26	+14.20K	0.01%
Cypress Point Wealth Management, LLC	14.15K	Jun 30, 26	--	0.01%
Cambridge Financial Group, LLC	13.98K	Jun 30, 26	-4.45K	0.01%
Oakwell Private Wealth Management, LLC	13.79K	Jun 30, 26	+13.79K	0.01%
Essential Planning, LLC.	13.64K	Jun 30, 26	-834	0.01%
Capstone Wealth Management, Inc.	13.64K	Jun 30, 26	+171	0.01%
GARRISON POINT ADVISORS, LLC	13.57K	Jun 30, 26	+5.95K	0.01%
Johnson Wealth Management, LLC	13.54K	Jun 30, 26	-1.05K	0.01%
Asset Dedication, LLC	13.50K	Jun 30, 26	+5.73K	0.01%
IFP Advisors, Inc	13.37K	Jun 30, 26	-3.20K	0.01%
Clearstead Advisors, LLC	13.29K	Jun 30, 26	-1.72K	0.01%
FLOW TRADERS U.S. LLC	13.20K	Jun 30, 26	-14.64K	0.01%
Selective Wealth Management, Inc.	12.83K	Jun 30, 26	-335	0.01%
Waterway Wealth Management, LLC	12.57K	Jun 30, 26	-4.15K	0.01%
Yardley Wealth Management LLC	12.57K	Jun 30, 26	--	0.01%
Werba Rubin Papier Wealth Management	12.51K	Jun 30, 26	+37	0.01%
Infinity Wealth Counsel, LLC	12.36K	Jun 30, 26	+1.07K	0.01%
Lutz Financial Services LLC	12.35K	Jun 30, 26	+37	0.01%
LOM Asset Management Ltd	12.00K	Jun 30, 26	+7.90K	0.01%
Argyle Capital Partners, LLC	11.86K	Jun 30, 26	+290	0.01%
Austin Wealth Management, LLC	11.33K	Jun 30, 26	-1	0.01%
AE Wealth Management LLC	11.31K	Jun 30, 26	+2.03K	0.01%
Family CFO Inc	11.21K	Jun 30, 26	--	0.01%
ELEVATE WEALTH ADVISORY, INC	11.11K	Jun 30, 26	+12	0.01%
VOISARD ASSET MANAGEMENT GROUP, INC.	11.10K	Jun 30, 26	-2.24K	0.01%
Eaton Financial Holdings Company, LLC	11.08K	Jun 30, 26	+11.08K	0.01%
HUNTINGTON NATIONAL BANK	11.03K	Jun 30, 26	+11.03K	0.01%
NATIXIS ADVISORS, L.P.	11.01K	Jun 30, 26	+11.01K	0.01%
Concord Wealth Partners	10.97K	Jun 30, 26	+2.04K	0.01%
Frankly Finances, LLC	10.90K	Jun 30, 26	--	0.01%
Fortis Capital Advisors, LLC	10.85K	Jun 30, 26	--	0.01%
Belpointe Asset Management LLC	10.85K	Jun 30, 26	--	0.01%
Liberty Capital Management, Inc.	10.65K	Jun 30, 26	+10.65K	0.01%
tru Independence LLC	10.51K	Jun 30, 26	--	0.01%
L.K. Benson & Company, P.C.	10.44K	Jun 30, 26	-389	0.01%
Arkadios Wealth Advisors	10.41K	Jun 30, 26	+1	0.01%
Clarity Capital Advisors, LLC	9.76K	Jun 30, 26	+27	0.00%
Sensible Money, LLC	9.72K	Jun 30, 26	+13	0.00%
Beaird Harris Wealth Management, LLC	9.65K	Jun 30, 26	+33	0.00%
FLPUTNAM INVESTMENT MANAGEMENT CO	9.55K	Jun 30, 26	-5.03K	0.00%
Allegiance Financial Group Advisory Services LLC	9.53K	Jun 30, 26	+22	0.00%
Kondo Wealth Advisors, Inc.	9.53K	Jun 30, 26	+13	0.00%
OPTIMA CAPITAL LLC	9.43K	Jun 30, 26	+23	0.00%
Simplicity Wealth,LLC	9.40K	Jun 30, 26	+873	0.00%
Fortis Capital Management LLC	9.35K	Jun 30, 26	+33	0.00%
Platform Wealth Management, LLC	9.33K	Jun 30, 26	+9.33K	0.00%
Private Advisor Group, LLC	9.24K	Jun 30, 26	-4.29K	0.00%
Everest Financial Group LLC	9.22K	Jun 30, 26	+968	0.00%
STUDIO INVESTMENT MANAGEMENT LLC	9.21K	Jun 30, 26	+3.10K	0.00%
Tillman Hartley LLC	9.21K	Jun 30, 26	-2.30K	0.00%
Narus Financial Partners, LLC	9.17K	Jun 30, 26	+528	0.00%
Financial Harvest, LLC	9.05K	Jun 30, 26	--	0.00%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	8.88K	Jun 30, 26	+120	0.00%
Triumph Capital Management	8.69K	Jun 30, 26	-288	0.00%
Fortitude Family Office, LLC	8.66K	Jun 30, 26	-1.56K	0.00%
Belleair Asset Management, LLC	8.58K	Jun 30, 26	--	0.00%
HANCOCK WHITNEY CORP	8.51K	Jun 30, 26	-180	0.00%
Abacus Planning Group, Inc.	8.48K	Jun 30, 26	--	0.00%
First Financial Group Corp	8.32K	Jun 30, 26	-1.50K	0.00%
Acropolis Investment Management, LLC	8.15K	Jun 30, 26	-4.06K	0.00%
Cannon Financial Strategists, Inc.	8.13K	Jun 30, 26	+8.13K	0.00%
Berger Financial Group, Inc	8.11K	Jun 30, 26	--	0.00%
Triune Financial Partners, LLC	8.04K	Jun 30, 26	--	0.00%
55 North Private Wealth, LLC	8.02K	Jun 30, 26	-870	0.00%
SAX WEALTH ADVISORS, LLC	7.95K	Jun 30, 26	-28	0.00%
Live Oak Private Wealth LLC	7.82K	Jun 30, 26	+7.82K	0.00%
Oath Planning, LLC	7.68K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	7.55K	Jun 30, 26	+785	0.00%
Hurley Capital, LLC	7.54K	Jun 30, 26	+555	0.00%
BESSEMER GROUP INC	7.42K	Jun 30, 26	+7.42K	0.00%
Entelevest, LLC	7.32K	Jun 30, 26	+19	0.00%
Kaufman Rossin Wealth, LLC	7.17K	Jun 30, 26	--	0.00%
Cerity Partners Retirement Plan Advisors LLC	7.13K	Jun 30, 26	+7.13K	0.00%
Aspire Private Capital, LLC	7.10K	Jun 30, 26	+102	0.00%
SUTTON PLACE INVESTORS LLC	6.87K	Jun 30, 26	+24	0.00%
Mills Wealth Advisors LLC	6.84K	Jun 30, 26	-18	0.00%
Rialto Wealth Management, LLC	6.76K	Jun 30, 26	+11	0.00%
Rockbridge Investment Management, LCC	6.75K	Jun 30, 26	--	0.00%
DAVENPORT & Co LLC	6.74K	Jun 30, 26	-1.81K	0.00%
TILIA FIDUCIARY PARTNERS, INC.	6.48K	Jun 30, 26	-3	0.00%
Geometric Wealth Advisors	6.46K	Jun 30, 26	+9	0.00%
Shore Point Advisors, LLC	6.45K	Jun 30, 26	-970	0.00%
Mesirow Financial Investment Management, Inc.	6.38K	Jun 30, 26	+6.38K	0.00%
Mayflower Financial Advisors, LLC	6.19K	Jun 30, 26	+6.19K	0.00%
Heritage Wealth Management, Inc./Texas	6.09K	Jun 30, 26	+4	0.00%
Northwest Wealth Advisors, LLC	6.09K	Jun 30, 26	+19	0.00%
Bernicke Wealth Management, Ltd.	6.08K	Jun 30, 26	-2.78K	0.00%
Planning Center, Inc.	6.05K	Jun 30, 26	--	0.00%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	6.05K	Jun 30, 26	--	0.00%
ALLEN WEALTH MANAGEMENT, LLC	6.02K	Jun 30, 26	+6.02K	0.00%
FORTERIS WEALTH MANAGEMENT INC.	5.99K	Jun 30, 26	+5.99K	0.00%
Beacon Financial Advisory LLC	5.96K	Jun 30, 26	--	0.00%
Capital Group Private Client Services, Inc.	5.92K	Jun 30, 26	+20	0.00%
Aquire Wealth Advisors, LLC	5.81K	Jun 30, 26	+5.81K	0.00%
PACES FERRY WEALTH ADVISORS, LLC	5.80K	Jun 30, 26	+5.80K	0.00%
UMB Bank, n.a.	5.77K	Jun 30, 26	--	0.00%
CAHILL FINANCIAL ADVISORS INC	5.73K	Jun 30, 26	-49	0.00%
Accel Wealth Management	5.57K	Jun 30, 26	+5.57K	0.00%
MBE Wealth Management, LLC	5.49K	Jun 30, 26	+5.49K	0.00%
Mason & Associates, LLC	5.46K	Jun 30, 26	+5.46K	0.00%
Prosperity Advisers, LLC	5.43K	Jun 30, 26	+5.43K	0.00%
GILPIN WEALTH MANAGEMENT, LLC	5.40K	Jun 30, 26	-250	0.00%
RHL GROUP, LLC	5.30K	Jun 30, 26	+61	0.00%
WNY Asset Management, LLC	5.25K	Jun 30, 26	+5.25K	0.00%
Diversify Advisory Services, LLC	5.24K	Jun 30, 26	+5.24K	0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC	5.24K	Jun 30, 26	+5.24K	0.00%
PRIVATE TRUST CO NA	4.23K	Jun 30, 26	-2.31K	0.00%
DecisionPoint Financial, LLC	4.05K	Jun 30, 26	+1.45K	0.00%
1015 Capital Partners, LLC	3.60K	Jun 30, 26	--	0.00%
Operose Advisors LLC	3.43K	Jun 30, 26	-539	0.00%
Signature Resources Capital Management, LLC	3.29K	Jun 30, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	3.20K	Jun 30, 26	--	0.00%
Rachor Investment Advisory Services, LLC	3.10K	Jun 30, 26	+478	0.00%
Millstone Evans Group, LLC	2.92K	Jun 30, 26	+934	0.00%
ANGELES WEALTH MANAGEMENT, LLC	2.91K	Jun 30, 26	+10	0.00%
Arlington Trust Co LLC	2.81K	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	2.71K	Jun 30, 26	+678	0.00%
VSM Wealth Advisory, LLC	2.70K	Jun 30, 26	--	0.00%
Seneschal Advisors, LLC	2.38K	Jun 30, 26	+132	0.00%
American Capital Advisory, LLC	2.37K	Jun 30, 26	--	0.00%
Reyes Financial Architecture, Inc.	2.34K	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	2.25K	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	2.14K	Jun 30, 26	--	0.00%
Tanglewood Legacy Advisors, LLC	2.03K	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1.95K	Jun 30, 26	-1.62K	0.00%
Ashton Thomas Private Wealth, LLC	1.94K	Jun 30, 26	--	0.00%
Global Trust Asset Management, LLC	1.94K	Jun 30, 26	-1.40K	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	1.85K	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	1.76K	Jun 30, 26	--	0.00%
Washington Trust Advisors, Inc.	1.76K	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	1.68K	Jun 30, 26	+1.68K	0.00%
Topsail Wealth Management, LLC	1.57K	Jun 30, 26	+97	0.00%
CENTRAL TRUST Co	1.55K	Jun 30, 26	+1.55K	0.00%
Redwood Park Advisors LLC	1.43K	Jun 30, 26	+4	0.00%
HAZLETT, BURT & WATSON, INC.	1.34K	Jun 30, 26	+1.34K	0.00%
Steward Partners Investment Advisory, LLC	1.23K	Jun 30, 26	-112	0.00%
BARRETT & COMPANY, INC.	1.05K	Jun 30, 26	+1.05K	0.00%
US BANCORP \DE\	1.02K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1.01K	Jun 30, 26	+6	0.00%
EverSource Wealth Advisors, LLC	1.00K	Jun 30, 26	-123.38K	0.00%
Acumen Wealth Advisors, LLC	997	Jun 30, 26	+997	0.00%
Bullock Wealth Management Group	943	Jun 30, 26	+943	0.00%
BLUELINE ADVISORS LLC	904	Jun 30, 26	--	0.00%
CX Institutional	900	Jun 30, 26	+900	0.00%
FMR LLC	893	Jun 30, 26	+893	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	858	Jun 30, 26	+858	0.00%
BankChampaign, National Association	800	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	750	Jun 30, 26	--	0.00%
HORIZON FINANCIAL SERVICES, LLC	744	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	687	Jun 30, 26	+3	0.00%
Parallel Advisors, LLC	680	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	541	Jun 30, 26	+2	0.00%
BlackRock, Inc.	537	Jun 30, 26	+537	0.00%
Federation des caisses Desjardins du Quebec	498	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	396	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	368	Jun 30, 26	--	0.00%
Dorato Capital Management	342	Jun 30, 26	--	0.00%
SIMPLEX TRADING, LLC	294	Jun 30, 26	+272	0.00%
GABLES CAPITAL MANAGEMENT INC.	288	Jun 30, 26	--	0.00%
Pinnacle Holdings, LLC	269	Jun 30, 26	+269	0.00%
FIFTH THIRD BANCORP	248	Jun 30, 26	-1.15K	0.00%
Bay Harbor Wealth Management, LLC	208	Jun 30, 26	+1	0.00%
Versant Capital Management, Inc	205	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	204	Jun 30, 26	+127	0.00%
Strive Financial Group ,LLC	91	Jun 30, 26	--	0.00%
JFS WEALTH ADVISORS, LLC	91	Jun 30, 26	-64	0.00%
Ritter Daniher Financial Advisory LLC / DE	21	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	19	Jun 30, 26	-113.65K	0.00%
Bogart Wealth, LLC	3	Jun 30, 26	--	0.00%
MARYLAND CAPITAL ADVISORS INC.	2	Jun 30, 26	+2	0.00%
TUDOR INVESTMENT CORP ET AL	--	Jun 30, 26	-5.94K	--
GEN Financial Management, INC.	--	Jun 30, 26	-31.37K	--
STRATEGIC ADVISORY PARTNERS, LLC	--	Jun 30, 26	-925	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-151.88K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-368	--
Gunpowder Capital Management, LLC dba Oliver Wealth Management	--	Jun 30, 26	-1.39K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-23.39K	--
Golden State Equity Partners	--	Jun 30, 26	-4.86K	--
Passive Capital Management, LLC.	--	Jun 30, 26	-9.42K	--
Forefront Analytics, LLC	--	Jun 30, 26	-6.34K	--
NKCFO LLC	--	Jun 30, 26	-119.75K	--
Clear Creek Financial Management, LLC	--	Jun 30, 26	-8.25K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-684	--
WealthShield Partners, LLC	--	Jun 30, 26	-3.98K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.00K	--
EXENCIAL WEALTH ADVISORS, LLC	2.80M	Mar 31, 26	+731.27K	1.40%
Evanson Asset Management, LLC	1.11M	Mar 31, 26	+87.44K	0.56%
CWM, LLC	620.86K	Mar 31, 26	+70.37K	0.31%
McIlrath & Eck, LLC	339.36K	Mar 31, 26	+22.64K	0.17%
SIGNET FINANCIAL MANAGEMENT, LLC	119.59K	Mar 31, 26	-2.80K	0.06%
TCFG WEALTH MANAGEMENT, LLC	24.92K	Mar 31, 26	-580	0.01%
U.S. Capital Wealth Advisors, LLC	9.04K	Mar 31, 26	-647	0.00%
Skopos Labs, Inc.	8.03K	Mar 31, 26	+1.80K	0.00%
Parkside Financial Bank & Trust	1.17K	Mar 31, 26	+1.17K	0.00%
Financial Connections Group, Inc.	586	Mar 31, 26	+586	0.00%
Sunbelt Securities, Inc.	415	Mar 31, 26	--	0.00%
Grunden Financial Advisory, Inc.	464.05K	Dec 31, 25	+11.70K	0.23%
Quent Long Short Global Small Cap Fund, LP	118.14K	Dec 31, 25	+118.14K	0.06%
Austin Private Wealth, LLC	100.35K	Dec 31, 25	+3.02K	0.05%
FineMark National Bank & Trust	91.62K	Dec 31, 25	+28.38K	0.05%
Total Wealth Planning, LLC	32.60K	Dec 31, 25	-477.77K	0.02%
REDMONT WEALTH ADVISORS LLC	13.73K	Dec 31, 25	+518	0.01%
COMERICA BANK	1.21K	Dec 31, 25	-7	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-324	--
PBMares Wealth Management LLC	304.99K	Sep 30, 25	+49.69K	0.15%
Lindenwold Advisors, INC	70.47K	Sep 30, 25	+24.02K	0.04%
Willow Creek Wealth Management Inc.	48.27K	Sep 30, 25	+6.99K	0.02%
Kathleen S. Wright Associates Inc.	27.92K	Sep 30, 25	+1.18K	0.01%
Wealthstream Advisors, Inc.	13.35K	Sep 30, 25	+59	0.01%
Fortress Wealth Management, Inc.	6.39K	Sep 30, 25	+6.39K	0.00%
Hemington Wealth Management	5.54K	Sep 30, 25	-336	0.00%
AVANTAX ADVISORY SERVICES, INC.	1.89M	Jun 30, 25	-234.41K	0.95%
Jentner Corp	831.14K	Jun 30, 25	+83.35K	0.42%
Efficient Frontier Advisors LLC	152.34K	Jun 30, 25	+3.44K	0.08%
Martin Worley Group	96.79K	Jun 30, 25	+13.23K	0.05%
Parkworth Wealth Management, Inc.	45.71K	Jun 30, 25	+4.48K	0.02%
KRAFT ASSET MANAGEMENT, LLC	14.33K	Jun 30, 25	+936	0.01%
Congress Wealth Management LLC / DE /	13.84K	Jun 30, 25	+1.97K	0.01%
Cable Hill Partners, LLC	1.28M	Mar 31, 25	+60.12K	0.64%
Cahill Wealth Management, LLC	274.23K	Mar 31, 25	+4.78K	0.14%
Aveo Capital Partners, LLC	198.50K	Mar 31, 25	+11.68K	0.10%
Corrigan Financial, Inc.	162.14K	Mar 31, 25	+32.71K	0.08%
Sandy Spring Bank	59.01K	Mar 31, 25	+3.50K	0.03%
Orion Portfolio Solutions, LLC	52.80K	Mar 31, 25	+28.44K	0.03%
Centered Wealth LLC dba Miller Equity Capital Advisors	--	Mar 31, 25	-49.63K	--
Safeguard Financial, LLC	--	Mar 31, 25	-7.77K	--
Riggs Capital Management LLC	20.67K	Dec 31, 24	+20.67K	0.01%
WMS Partners, LLC	16.17K	Dec 31, 24	-674	0.01%
Cassady Schiller Wealth Management, LLC	987	Dec 31, 24	--	0.00%
CRITERION CAPITAL ADVISORS, LLC	912	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	756.55K	Sep 30, 24	+155.47K	0.38%
Advisory Services & Investments, LLC	196.82K	Sep 30, 24	-15.55K	0.10%
Annapolis Financial Services, LLC	175.50K	Sep 30, 24	+29.08K	0.09%
RAYMOND JAMES & ASSOCIATES	26.98K	Sep 30, 24	+26.98K	0.01%
Financial Planning & Information Services, Inc.	9.92K	Sep 30, 24	-904	0.00%
LifePro Asset Management	8.69K	Sep 30, 24	-38	0.00%
Aspire Wealth Management Corp	7.53K	Sep 30, 24	+162	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	1.48M	Jun 30, 24	+266.82K	0.74%
KARPAS STRATEGIES, LLC	29.41K	Jun 30, 24	+29.41K	0.01%
Relative Value Partners Group, LLC	--	Jun 30, 24	-196.69K	--
SOUNDMARK WEALTH MANAGEMENT, LLC	93.39K	Mar 31, 24	+16.83K	0.05%
Eudaimonia Partners, LLC	44.29K	Mar 31, 24	+1.87K	0.02%
Bridgeworth, LLC	568.75K	Dec 31, 23	+65.09K	0.28%
WEALTHSOURCE PARTNERS, LLC	112.64K	Dec 31, 23	+9.64K	0.06%
Simplicity Solutions, LLC	13.91K	Dec 31, 23	+80	0.01%
PATHSTONE FAMILY OFFICE, LLC	1.08M	Sep 30, 23	+67.91K	0.54%
3D/L Capital Management, LLC	337.50K	Sep 30, 23	-29.03K	0.17%
ADVISOR PARTNERS II, LLC	79.05K	Sep 30, 23	-160	0.04%
TRIAD FINANCIAL ADVISORS, INC.	12.43K	Sep 30, 23	+12.43K	0.01%
Column Capital Advisors, LLC	1.11K	Sep 30, 23	--	0.00%
Steward Financial Group LLC	100	Sep 30, 23	+100	0.00%
Veritable, L.P.	88.94K	Jun 30, 23	-570	0.04%
Relaxing Retirement Coach	13.95K	Jun 30, 23	+13.95K	0.01%
Brainard Capital Management LLC	17.01K	Mar 31, 23	+735	0.01%
ASSET MANAGEMENT CORP /IL/ /ADV	8.16K	Mar 31, 23	+8.16K	0.00%
Baldrige Asset Management LLC	1.43K	Mar 31, 23	+526	0.00%
Equius Partners, Inc.	173.45K	Dec 31, 22	+85.20K	0.09%
RESOLUTE FINANCIAL, LLC	41.22K	Dec 31, 22	+22.47K	0.02%
BALASA DINVERNO & FOLTZ LLC	771.49K	Sep 30, 22	+244.06K	0.39%
BRR OpCo, LLC	130.17K	Sep 30, 22	+44.89K	0.07%
FURE FINANCIAL CORP	88.71K	Sep 30, 22	+88.71K	0.04%

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Holder

Date

Change

% Held

Savant Capital, LLC

25.01M

Jun 30, 26

+6.13M

12.52%

MATHER GROUP, LLC.

6.63M

Jun 30, 26

+64.42K

3.32%

JMG Financial Group, Ltd.

6.31M

Jun 30, 26

+119.89K

3.16%

Colony Group, LLC

4.70M

Jun 30, 26

+200.44K

2.35%

Cetera Investment Advisers

4.70M

Jun 30, 26

+811.65K

2.35%

Cerity Partners LLC

4.47M

Jun 30, 26

+161.62K

2.24%

RITHOLTZ WEALTH MANAGEMENT

4.07M

Jun 30, 26

+211.59K

2.04%

CI Private Wealth, LLC

3.24M

Jun 30, 26

-4.09M

1.62%

Modera Wealth Management, LLC

2.95M

Jun 30, 26

+184.44K

1.48%

Index Fund Advisors, Inc.

2.84M

Jun 30, 26

+82.30K

1.42%

Pathstone Holdings, LLC

2.67M

Jun 30, 26

-87.75K

1.34%

ENVESTNET ASSET MANAGEMENT INC

2.38M

Jun 30, 26

+89.80K

1.19%

LPL Financial LLC

2.36M

Jun 30, 26

+147.84K

1.18%

Buckingham Strategic Partners

2.23M

Jun 30, 26

+117.11K

1.11%

Creative Planning

2.19M

Jun 30, 26

-25.47K

1.10%

Arista Wealth Management, LLC

2.15M

Jun 30, 26

+48.49K

1.08%

RAYMOND JAMES FINANCIAL INC

1.97M

Jun 30, 26

+28.49K

0.99%

BANK OF AMERICA CORP /DE/

1.70M

Jun 30, 26

+132.55K

0.85%

Vestmark Advisory Solutions, Inc.

1.49M

Jun 30, 26

-898

0.74%

EP Wealth Advisors, LLC

1.33M

Jun 30, 26

-87.81K

0.67%

DiNuzzo Private Wealth, Inc.

1.30M

Jun 30, 26

-46.93K

0.65%

Truepoint, Inc.

1.19M

Jun 30, 26

-147.57K

0.60%

Evanson Financial, LLC

1.16M

Jun 30, 26

+1.16M

0.58%

COLDSTREAM CAPITAL MANAGEMENT INC

1.14M

Jun 30, 26

-1.09M

0.57%

MOSAIC FAMILY WEALTH PARTNERS, LLC

1.03M

Jun 30, 26

+32.84K

0.52%

Leading Edge Financial Planning LLC

1.03M

Jun 30, 26

+58.01K

0.51%

BANK OF MONTREAL /CAN/

1.02M

Jun 30, 26

+32.97K

0.51%

ADVISOR GROUP HOLDINGS, INC.

968.73K

Jun 30, 26

+188.21K

0.48%

Integrity Advisory Solutions, LLC

940.15K

Jun 30, 26

+76.57K

0.47%

HARBOUR INVESTMENTS, INC.

930.06K

Jun 30, 26

+63.43K

0.47%

Elser Financial Planning, Inc

923.58K

Jun 30, 26

+11.73K

0.46%

Seaside Wealth Management, Inc.

922.46K

Jun 30, 26

+20.92K

0.46%

Stordahl Capital Management, Inc.

913.55K

Jun 30, 26

+3.75K

0.46%

NORTHERN TRUST CORP

905.47K

Jun 30, 26

+56.88K

0.45%

United Wealth Management, LLC

904.35K

Jun 30, 26

+5.14K

0.45%

JACKSON THORNTON ASSET MANAGEMENT, LLC

873.27K

Jun 30, 26

+19.95K

0.44%

Beacon Pointe Advisors, LLC

848.19K

Jun 30, 26

+32.61K

0.42%

von Borstel & Associates, Inc.

839.02K

Jun 30, 26

+9.61K

0.42%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

826.86K

Jun 30, 26

+137.34K

0.41%

HighTower Advisors, LLC

805.62K

Jun 30, 26

+19.29K

0.40%

Hassell Wealth Management, LLC

770.95K

Jun 30, 26

+8.30K

0.39%

Zhang Financial LLC

750.73K

Jun 30, 26

+48.52K

0.38%

Diversified Portfolios, Inc.

734.78K

Jun 30, 26

+39.34K

0.37%

Rather & Kittrell, Inc.

719.09K

Jun 30, 26

+28.49K

0.36%

Sequoia Financial Advisors, LLC

714.82K

Jun 30, 26

-17.62K

0.36%

PARK AVENUE SECURITIES LLC

714.20K

Jun 30, 26

+37.98K

0.36%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

704.49K

Jun 30, 26

-1.11K

0.35%

Resources Investment Advisors, LLC.

665.53K

Jun 30, 26

+39.96K

0.33%

Retirement Solution Inc.

658.00K

Jun 30, 26

+484

0.33%

COMMONWEALTH EQUITY SERVICES, LLC

644.63K

Jun 30, 26

-5.53K

0.32%

CLUNE & ASSOCIATES, LTD.

634.62K

Jun 30, 26

+286.61K

0.32%

Chicago Partners Investment Group LLC

594.77K

Jun 30, 26

+22.23K

0.30%

Wealth Dimensions Group, Ltd.

587.00K

Jun 30, 26

+5.73K

0.29%

Integris Wealth Management, LLC

585.90K

Jun 30, 26

-12.49K

0.29%

Safeguard Investment Advisory Group, LLC

584.08K

Jun 30, 26

-27.19K

0.29%

Wealth Advisors Northwest LLC

565.02K

Jun 30, 26

+14.70K

0.28%

Krilogy Financial LLC

562.53K

Jun 30, 26

+5.25K

0.28%

Perigon Wealth Management, LLC

539.44K

Jun 30, 26

+51.44K

0.27%

Alpha Financial Advisors, LLC

516.21K

Jun 30, 26

-133

0.26%

ROYAL BANK OF CANADA

512.09K

Jun 30, 26

-162.81K

0.26%

Clarity Wealth Development LLC

511.63K

Jun 30, 26

+31.25K

0.26%

Equita Financial Network, Inc.

505.88K

Jun 30, 26

+3.16K

0.25%

Foundation Wealth Management, LLC\PA

502.59K

Jun 30, 26

+39.15K

0.25%

Farther Finance Advisors, LLC

499.84K

Jun 30, 26

+42.80K

0.25%

Geneos Wealth Management Inc.

492.28K

Jun 30, 26

+6.24K

0.25%

NewEdge Advisors, LLC

486.02K

Jun 30, 26

-22.88K

0.24%

Apella Capital, LLC

483.55K

Jun 30, 26

+54.88K

0.24%

Betterment LLC

465.07K

Jun 30, 26

+17.34K

0.23%

Mariner, LLC

462.45K

Jun 30, 26

+24.25K

0.23%

TOBIAS FINANCIAL ADVISORS, INC.

461.10K

Jun 30, 26

+13.17K

0.23%

Well Done, LLC

457.94K

Jun 30, 26

-10.33K

0.23%

Rockefeller Capital Management L.P.

446.52K

Jun 30, 26

-4.86K

0.22%

FIDUCIARY FINANCIAL ADVISORS

442.56K

Jun 30, 26

+442.56K

0.22%

JPMORGAN CHASE & CO

438.35K

Jun 30, 26

+17.33K

0.22%

Timonier Family Office, LTD.

436.10K

Jun 30, 26

+436.10K

0.22%

SCRATCH CAPITAL LLC

433.15K

Jun 30, 26

+29.20K

0.22%

Allworth Financial LP

425.97K

Jun 30, 26

-444.77K

0.21%

Oceanside Advisors LLC

422.94K

Jun 30, 26

+9.95K

0.21%

Parkwoods Wealth Partners, LLC

413.45K

Jun 30, 26

+96.93K

0.21%

Financial Engines Advisors L.L.C.

412.02K

Jun 30, 26

+70.00K

0.21%

Physician Wealth Solutions Inc.

411.04K

Jun 30, 26

-8.33K

0.21%

Trust Co of the South

402.32K

Jun 30, 26

-42.61K

0.20%

Avantax Planning Partners, Inc.

393.24K

Jun 30, 26

-20.55K

0.20%

Greenline Partners, LLC

388.11K

Jun 30, 26

-255

0.19%

CARDIFF PARK ADVISORS, LLC

386.27K

Jun 30, 26

-844

0.19%

RFG Advisory, LLC

373.46K

Jun 30, 26

+8.60K

0.19%

Navigoe, LLC

373.20K

Jun 30, 26

+8.04K

0.19%

MML INVESTORS SERVICES, LLC

368.60K

Jun 30, 26

+42.07K

0.18%

Avant Financial Advisors LLC

361.78K

Jun 30, 26

+31.20K

0.18%

AdvisorNet Financial, Inc

349.12K

Jun 30, 26

+12.09K

0.17%

Woodward Financial Advisors, Inc.

348.54K

Jun 30, 26

+348.54K

0.17%

Kestra Advisory Services, LLC

348.14K

Jun 30, 26

+13.27K

0.17%

KEB ASSET MANAGEMENT, LLC

341.52K

Jun 30, 26

-1.01K

0.17%

Abel Hall, LLC

336.10K

Jun 30, 26

+10.70K

0.17%

VESTIA PERSONAL WEALTH ADVISORS

334.58K

Jun 30, 26

+31.80K

0.17%

Plancorp, LLC

327.28K

Jun 30, 26

+675

0.16%

Private Wealth Management Group, LLC

321.96K

Jun 30, 26

-15.94K

0.16%

PEAPACK GLADSTONE FINANCIAL CORP

321.44K

Jun 30, 26

+2.91K

0.16%

Financial Architects, LLC

320.15K

Jun 30, 26

+2.81K

0.16%

BOS Asset Management, LLC

313.87K

Jun 30, 26

+1.90K

0.16%

PINNACLE ASSOCIATES LTD

312.28K

Jun 30, 26

-6.38K

0.16%

Pinnacle Wealth Management Advisory Group, LLC

312.28K

Jun 30, 26

-6.38K

0.16%

RCS Financial Planning, LLC

301.70K

Jun 30, 26

+5.61K

0.15%

UBS ASSET MANAGEMENT AMERICAS INC

299.23K

Jun 30, 26

0.15%

Ballentine Capital Advisors, Inc

296.90K

Jun 30, 26

+2.09K

0.15%

Aspen Capital Management, LLC

295.56K

Jun 30, 26

+15.40K

0.15%

Tortoise Investment Management, LLC

292.40K

Jun 30, 26

+2.39K

0.15%

Sterling Financial Planning, Inc.

292.00K

Jun 30, 26

+2.12K

0.15%

SeedSafe Financial LLC

291.33K

Jun 30, 26

+9.91K

0.15%

Waterford Advisors, LLC

288.53K

Jun 30, 26

+3.69K

0.14%

Root Financial Partners, LLC

287.75K

Jun 30, 26

-233.50K

0.14%

TRUIST FINANCIAL CORP

287.01K

Jun 30, 26

+211.55K

0.14%

Cambridge Investment Research Advisors, Inc.

283.57K

Jun 30, 26

-6.92K

0.14%

CSP Financial Group, LLC

282.44K

Jun 30, 26

+17.17K

0.14%

SENTINEL WEALTH MANAGEMENT, INC.

275.88K

Jun 30, 26

+5.99K

0.14%

Discipline Wealth Solutions, LLC

271.12K

Jun 30, 26

+50.30K

0.14%

Eqis Capital Management, Inc.

270.08K

Jun 30, 26

-18.11K

0.14%

JONES FINANCIAL COMPANIES LLLP

265.20K

Jun 30, 26

+62.99K

0.13%

Navigate Wealth Management, LLC

257.06K

Jun 30, 26

+22.91K

0.13%

TCI Wealth Advisors, Inc.

255.93K

Jun 30, 26

-6.31K

0.13%

Brinker Capital Investments, LLC

253.87K

Jun 30, 26

+12.80K

0.13%

Vise Technologies, Inc.

242.31K

Jun 30, 26

-210.92K

0.12%

McLean Asset Management Corp

241.89K

Jun 30, 26

+5.21K

0.12%

Advisory Alpha, LLC

238.08K

Jun 30, 26

+14.55K

0.12%

Ancora Advisors, LLC

235.09K

Jun 30, 26

+19.04K

0.12%

Foundry Financial LLC

217.96K

Jun 30, 26

+26.48K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

215.54K

Jun 30, 26

+215.54K

0.11%

EQ WEALTH ADVISORS, LLC

215.02K

Jun 30, 26

-8.13K

0.11%

MONETA GROUP INVESTMENT ADVISORS LLC

214.54K

Jun 30, 26

+11.16K

0.11%

Strathmore Capital Advisors, Inc.

210.96K

Jun 30, 26

+27.18K

0.11%

Gradient Capital Advisors, LLC

209.79K

Jun 30, 26

+6.20K

0.11%

AA Financial Advisors, LLC

208.50K

Jun 30, 26

-4.40K

0.10%

PINNEY & SCOFIELD, INC.

205.69K

Jun 30, 26

-2.30K

0.10%

COLLECTIVE FAMILY OFFICE LLC

204.74K

Jun 30, 26

+2.58K

0.10%

Vantage Point Financial LLC

204.30K

Jun 30, 26

+17.79K

0.10%

Acorn Wealth Advisors, LLC

202.08K

Jun 30, 26

+25.59K

0.10%

STIFEL FINANCIAL CORP

200.85K

Jun 30, 26

+9.18K

0.10%

Pillar Financial Advisors, LLC

193.53K

Jun 30, 26

+8.37K

0.10%

Lantz Financial LLC

191.67K

Jun 30, 26

+15.17K

0.10%

B&D White Capital Company, LLC

190.34K

Jun 30, 26

+25.06K

0.10%

Hippocratic Financial Advisors, LLC

189.32K

Jun 30, 26

+4.62K

0.09%

CLIENT 1ST ADVISORY GROUP, LLC

185.41K

Jun 30, 26

+14.89K

0.09%

BIP Wealth, LLC

184.04K

Jun 30, 26

+56.78K

0.09%

Wealthspire Advisors, LLC

183.66K

Jun 30, 26

+160.21K

0.09%

XY Planning Network, Inc.

171.40K

Jun 30, 26

+2.39K

0.09%

PHILLIPS FINANCIAL MANAGEMENT, LLC

170.25K

Jun 30, 26

-5.89K

0.09%

WILEY BROS.-AINTREE CAPITAL, LLC

166.37K

Jun 30, 26

+16.14K

0.08%

Aviance Capital Partners, LLC

166.19K

Jun 30, 26

+7.36K

0.08%

Disciplined Investors, L.L.C.

160.50K

Jun 30, 26

+17.67K

0.08%

American Investment Services, Inc.

155.85K

Jun 30, 26

+896

0.08%

MELFA WEALTH MANAGEMENT, LLC

154.57K

Jun 30, 26

+18.42K

0.08%

COGENT STRATEGIC WEALTH LLC

154.27K

Jun 30, 26

-5.45K

0.08%

V2 Financial group LLC

152.18K

Jun 30, 26

+24.41K

0.08%

Richardson Capital Management LLC

151.93K

Jun 30, 26

+5.04K

0.08%

Marquette Asset Management, LLC

150.34K

Jun 30, 26

-2.49K

0.08%

Burk Holdings LLC

150.18K

Jun 30, 26

-3.13K

0.08%

Kane Co Wealth Management, Inc.

144.47K

Jun 30, 26

-652

0.07%

Level Financial Advisors, Inc.

143.78K

Jun 30, 26

+5.48K

0.07%

Quent Capital, LLC

140.28K

Jun 30, 26

+13.13K

0.07%

Fermata Advisors, LLC

135.87K

Jun 30, 26

-419

0.07%

Forum Financial Management, LP

134.38K

Jun 30, 26

-9.22K

0.07%

INTEGRATED CAPITAL MANAGEMENT, INC.

133.64K

Jun 30, 26

-675

0.07%

Schoolcraft Capital LLC

133.10K

Jun 30, 26

-2.19K

0.07%

Hill Investment Group Partners, LLC

132.47K

Jun 30, 26

-2.15K

0.07%

Warburton Capital Management, LLC

127.40K

Jun 30, 26

+59.68K

0.06%

Financial Symmetry Inc

126.95K

Jun 30, 26

+2.73K

0.06%

Three Arch Wealth Management LLC

122.70K

Jun 30, 26

-8.80K

0.06%

Summit Wealth Group, LLC

122.61K

Jun 30, 26

-705

0.06%

AQR CAPITAL MANAGEMENT LLC

120.82K

Jun 30, 26

+25.98K

0.06%

Summit Financial, LLC

118.84K

Jun 30, 26

-1.82K

0.06%

IFG Advisory, LLC

118.02K

Jun 30, 26

+113.97K

0.06%

Gibraltar Capital Management, Inc.

117.56K

Jun 30, 26

+9.14K

0.06%

SUMMIT WEALTH GROUP LLC / CO

115.94K

Jun 30, 26

-1.23K

0.06%

UBS Group AG

115.80K

Jun 30, 26

+1.14K

0.06%

Squire Investment Management Company, LLC

114.95K

Jun 30, 26

+660

0.06%

Quantum Financial Advisors, LLC

113.83K

Jun 30, 26

+6.78K

0.06%

SNS Financial Group, LLC

113.55K

Jun 30, 26

+26.76K

0.06%

Cravens & Co Advisors, LLC

113.20K

Jun 30, 26

-22.99K

0.06%

Anchor Bay Capital, Inc.

111.73K

Jun 30, 26

+111.73K

0.06%

ABLE Financial Group, LLC

105.96K

Jun 30, 26

-1.22K

0.05%

WealthCollab, LLC

104.84K

Jun 30, 26

0.05%

Schubert & Co

103.34K

Jun 30, 26

+311

0.05%

VANCE WEALTH, INC.

103.24K

Jun 30, 26

+5.45K

0.05%

Advyzon Investment Management, LLC

100.93K

Jun 30, 26

-1.80K

0.05%

Team Hewins, LLC

99.12K

Jun 30, 26

-5.23K

0.05%

Atlantic Union Bankshares Corp

98.21K

Jun 30, 26

+3.77K

0.05%

Royal Harbor Partners, LLC

98.04K

Jun 30, 26

+2.73K

0.05%

MERCER GLOBAL ADVISORS INC /ADV

97.83K

Jun 30, 26

+25.28K

0.05%

COMMERCE BANK

96.91K

Jun 30, 26

-1.02K

0.05%

LAM GROUP, INC.

95.24K

Jun 30, 26

-2.75K

0.05%

BetterWealth, LLC

94.44K

Jun 30, 26

-2.17K

0.05%

Madrid Wealth Management, LLC

93.86K

Jun 30, 26

+1.96K

0.05%

CSS LLC/IL

93.16K

Jun 30, 26

-6.70K

0.05%

Two West Capital Advisors LLC

92.15K

Jun 30, 26

-456

0.05%

Wealthfront Advisers LLC

91.11K

Jun 30, 26

+7.73K

0.05%

RAM Investment Partners, LLC

90.94K

Jun 30, 26

+10.18K

0.05%

BAYSHORE ASSET MANAGEMENT, LLC

89.74K

Jun 30, 26

+3.46K

0.04%

Burton Enright Welch

89.30K

Jun 30, 26

+38

0.04%

Merit Financial Group, LLC

88.97K

Jun 30, 26

-3.29K

0.04%

Outbound Financial Inc

88.74K

Jun 30, 26

-8.45K

0.04%

Dakota Wealth Management

88.51K

Jun 30, 26

+7.70K

0.04%

Apollon Wealth Management, LLC

87.90K

Jun 30, 26

+77.81K

0.04%

Wealthcare Advisory Partners LLC

87.79K

Jun 30, 26

+2.10K

0.04%

Savvy Advisors, Inc.

87.16K

Jun 30, 26

+11.16K

0.04%

Pettinga Financial Advisors, LLC

87.08K

Jun 30, 26

+1.11K

0.04%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

85.06K

Jun 30, 26

-6.33K

0.04%

Oak Wealth Advisors LLC

85.06K

Jun 30, 26

-237

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

84.19K

Jun 30, 26

+11.67K

0.04%

Sanctuary Advisors, LLC

83.66K

Jun 30, 26

+2.15K

0.04%

Vannoy Advisory Group, Inc.

82.10K

Jun 30, 26

-1.85K

0.04%

Mission Hills Financial Advisory, LLC

82.06K

Jun 30, 26

+82.06K

0.04%

Strategic Investment Solutions, Inc. /IL

81.95K

Jun 30, 26

+5.16K

0.04%

Trailhead Planners LLC

81.92K

Jun 30, 26

-11.95K

0.04%

CITIGROUP INC

80.84K

Jun 30, 26

-1.47K

0.04%

KINGSWOOD WEALTH ADVISORS, LLC

78.89K

Jun 30, 26

-3.42K

0.04%

Daner Wealth Management, LLC

78.47K

Jun 30, 26

+10.21K

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

77.83K

Jun 30, 26

-5.10K

0.04%

W.H. Cornerstone Investments Inc.

77.47K

Jun 30, 26

-11.62K

0.04%

Rehmann Capital Advisory Group

77.20K

Jun 30, 26

-398

0.04%

WELLS FARGO & COMPANY/MN

76.29K

Jun 30, 26

+69.41K

0.04%

Pacific Park Financial, Inc.

74.61K

Jun 30, 26

+27.15K

0.04%

LEGACY FINANCIAL GROUP, INC.

74.16K

Jun 30, 26

+72

0.04%

Ruedi Wealth Management, Inc.

72.73K

Jun 30, 26

+241

0.04%

SIGNATUREFD, LLC

71.67K

Jun 30, 26

+6.38K

0.04%

ROBERTS GLORE & CO INC /IL/

70.56K

Jun 30, 26

-3.60K

0.04%

Brady Martz Wealth Solutions, LLC

69.91K

Jun 30, 26

-2.90K

0.03%

WorthPointe, LLC

69.89K

Jun 30, 26

-7.77K

0.03%

Twin Cities Retirement Group LLC

69.83K

Jun 30, 26

+9.32K

0.03%

BUILDER INVESTMENT GROUP INC /ADV

69.71K

Jun 30, 26

+27.65K

0.03%

MB Generational Wealth, LLC

68.94K

Jun 30, 26

+4.29K

0.03%

Emprise Bank

68.71K

Jun 30, 26

-1.83K

0.03%

Integrated Wealth Concepts LLC

68.65K

Jun 30, 26

-23.96K

0.03%

MAI Capital Management

68.13K

Jun 30, 26

+622

0.03%

Evensky & Katz LLC

67.75K

Jun 30, 26

+153

0.03%

Hudson Value Partners, LLC

67.41K

Jun 30, 26

+637

0.03%

Brookstone Capital Management

66.78K

Jun 30, 26

+9.61K

0.03%

Mustard Seed Financial, LLC

66.43K

Jun 30, 26

+6.75K

0.03%

QUARRY HILL ADVISORS, LLC

65.96K

Jun 30, 26

-731

0.03%

GEM Asset Management, LLC

64.06K

Jun 30, 26

+7.29K

0.03%

Nalls Sherbakoff Group, LLC

63.60K

Jun 30, 26

-981

0.03%

RTD Financial Advisors, Inc.

63.09K

Jun 30, 26

+16.51K

0.03%

Moisand Fitzgerald Tamayo, LLC

62.19K

Jun 30, 26

-209

0.03%

Approach Retirement Advisors, LLC

60.76K

Jun 30, 26

+4.32K

0.03%

HMV Wealth Advisors, LLC

60.55K

Jun 30, 26

+10.70K

0.03%

SC&H Financial Advisors, Inc.

60.34K

Jun 30, 26

-118

0.03%

Meritas Wealth Management, LLC

59.55K

Jun 30, 26

-484

0.03%

Greenspring Advisors, LLC

59.38K

Jun 30, 26

+3.51K

0.03%

True Wealth Design, LLC

58.63K

Jun 30, 26

-3.03K

0.03%

AIRE ADVISORS, LLC

58.63K

Jun 30, 26

+57

0.03%

FIRETHORN WEALTH PARTNERS, LLC

58.50K

Jun 30, 26

-1.61K

0.03%

Grant Private Wealth Management Inc

57.73K

Jun 30, 26

-4.53K

0.03%

BROWN ADVISORY INC

57.22K

Jun 30, 26

+9.56K

0.03%

Rockwood Wealth Management, LLC

56.80K

Jun 30, 26

+5.18K

0.03%

Triad Wealth Partners, LLC

56.49K

Jun 30, 26

+11.17K

0.03%

DOPKINS WEALTH MANAGEMENT, LLC

55.09K

Jun 30, 26

+1.24K

0.03%

MONOGRAPH WEALTH ADVISORS, LLC

54.28K

Jun 30, 26

-3

0.03%

William Mack & Associates, Inc.

54.03K

Jun 30, 26

+27.70K

0.03%

Sage Mountain Advisors LLC

53.77K

Jun 30, 26

0.03%

GREAT VALLEY ADVISOR GROUP, INC.

53.18K

Jun 30, 26

+4.90K

0.03%

SageView Advisory Group, LLC

52.99K

Jun 30, 26

-3.09K

0.03%

Wedmont Private Capital

52.70K

Jun 30, 26

+14

0.03%

Triangle Securities Wealth Management

52.63K

Jun 30, 26

+1.50K

0.03%

Horizon Investments, LLC

52.37K

Jun 30, 26

-51.65K

0.03%

FOUNDERS FINANCIAL SECURITIES LLC

52.15K

Jun 30, 26

+265

0.03%

Global Financial Private Client, LLC

51.76K

Jun 30, 26

+19.12K

0.03%

ATLas Financial Planning LLC

50.95K

Jun 30, 26

+2.86K

0.03%

HFG Advisors, Inc.

49.87K

Jun 30, 26

+1.57K

0.02%

Glass Jacobson Investment Advisors llc

49.54K

Jun 30, 26

+4.99K

0.02%

Cloud Capital Management, LLC

49.39K

Jun 30, 26

+134

0.02%

Delap Wealth Advisory, LLC

48.84K

Jun 30, 26

0.02%

Revolve Wealth Partners, LLC

48.57K

Jun 30, 26

+16.42K

0.02%

Tower Research Capital LLC (TRC)

47.88K

Jun 30, 26

-54.51K

0.02%

Quadcap Wealth Management, LLC

47.34K

Jun 30, 26

+2.08K

0.02%

E6 Portfolios, LLC

46.88K

Jun 30, 26

+1.60K

0.02%

Austin Asset Management Co Inc

46.73K

Jun 30, 26

-780

0.02%

MISSION WEALTH MANAGEMENT, LP

46.19K

Jun 30, 26

-2.87K

0.02%

FIDUCIARY FINANCIAL GROUP, LLC

46.16K

Jun 30, 26

-857

0.02%

Gemmer Asset Management LLC

45.77K

Jun 30, 26

-1.35K

0.02%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

45.70K

Jun 30, 26

+2.02K

0.02%

Mutual Advisors, LLC

45.66K

Jun 30, 26

-1.85K

0.02%

Pacific Asset Management, LLC

45.39K

Jun 30, 26

-119

0.02%

Valued Wealth Advisors LLC

45.09K

Jun 30, 26

-8

0.02%

Sprinkle Financial Consultants LLC

44.22K

Jun 30, 26

+2.05K

0.02%

Investmark Advisory Group LLC

44.03K

Jun 30, 26

+591

0.02%

D. E. Shaw & Co., Inc.

43.83K

Jun 30, 26

+43.83K

0.02%

Aegis Wealth Management LLC

43.73K

Jun 30, 26

+1.89K

0.02%

CHOREO, LLC

43.44K

Jun 30, 26

-1.68K

0.02%

Clear Harbor Asset Management, LLC

43.41K

Jun 30, 26

+4.19K

0.02%

Porter White Investment Advisors, Inc.

43.06K

Jun 30, 26

+777

0.02%

Boston Partners

41.98K

Jun 30, 26

0.02%

MORGAN STANLEY

41.61K

Jun 30, 26

-6.23K

0.02%

CreativeOne Wealth, LLC

41.22K

Jun 30, 26

-4.42K

0.02%

Wealth Management Nebraska

41.17K

Jun 30, 26

-57

0.02%

Oder Investment Management, LLC

41.06K

Jun 30, 26

+1.09K

0.02%

Canvas Wealth Advisors, LLC

40.58K

Jun 30, 26

+9.14K

0.02%

XCELSIOR ADVISOR PARTNERS LLC

39.74K

Jun 30, 26

-177

0.02%

Grove Street Fiduciary, LLC

39.73K

Jun 30, 26

-2.42K

0.02%

GREAT OAK CAPITAL PARTNERS, LLC

38.82K

Jun 30, 26

+397

0.02%

MGO ONE SEVEN LLC

38.53K

Jun 30, 26

+32.80K

0.02%

Keyes, Stange & Wooten Wealth Management, LLC

38.18K

Jun 30, 26

-1.99K

0.02%

Global Trust Wealth Management LLC

36.98K

Jun 30, 26

+10.96K

0.02%

RENAISSANCE TECHNOLOGIES LLC

36.70K

Jun 30, 26

-52.49K

0.02%

Morton Brown Family Wealth, LLC

36.49K

Jun 30, 26

+284

0.02%

Broadhurst Jeffrey B

35.57K

Jun 30, 26

-1.87K

0.02%

Flagstone Financial Management

35.43K

Jun 30, 26

-1.89K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

34.90K

Jun 30, 26

+4.63K

0.02%

TANDEMGROWTH FINANCIAL ADVISORS LLC

34.26K

Jun 30, 26

0.02%

HBE Wealth Management, LLC

33.79K

Jun 30, 26

0.02%

Shearwater Capital LLC

33.50K

Jun 30, 26

+3.04K

0.02%

Miracle Mile Advisors, LLC

33.44K

Jun 30, 26

+3.76K

0.02%

Alpha Advisors, LLC/VA

33.20K

Jun 30, 26

-50.82K

0.02%

BDFS Capital LLC

32.75K

Jun 30, 26

+5.88K

0.02%

Fiduciary Alliance LLC

32.65K

Jun 30, 26

-215

0.02%

CURIO WEALTH, LLC

32.55K

Jun 30, 26

-327

0.02%

Cascades Capital Asset Management, LLC

32.13K

Jun 30, 26

+32.13K

0.02%

Concurrent Investment Advisors, LLC

32.06K

Jun 30, 26

+868

0.02%

Freedom Day Solutions, LLC

31.98K

Jun 30, 26

+14.83K

0.02%

DBK Financial Counsel, LLC

31.91K

Jun 30, 26

-420

0.02%

RIVERCHASE WEALTH MANAGEMENT, LLC

31.29K

Jun 30, 26

-65

0.02%

Petersen Hastings Wealth Advisors Inc.

31.14K

Jun 30, 26

+125

0.02%

Venture Visionary Partners LLC

30.77K

Jun 30, 26

+30.77K

0.02%

Ponta Wealth Partners, LLC

30.71K

Jun 30, 26

+4.28K

0.02%

Wilkerson Advisory Group LLC

30.55K

Jun 30, 26

-3.12K

0.02%

Wealth Preservation Advisors, LLC

30.02K

Jun 30, 26

-4.03K

0.02%

Ariadne Wealth Management, LP

29.75K

Jun 30, 26

0.01%

Smartleaf Asset Management LLC

29.44K

Jun 30, 26

0.01%

McClarren Financial Advisors, Inc.

28.93K

Jun 30, 26

+1.30K

0.01%

Financial Plan, Inc.

28.88K

Jun 30, 26

+3.07K

0.01%

Medallion Wealth Advisors, LLC

28.86K

Jun 30, 26

-1.54K

0.01%

CAPITAL PERFORMANCE ADVISORS LLP

28.63K

Jun 30, 26

-468

0.01%

CPA Asset Management LLC

28.45K

Jun 30, 26

-3.73K

0.01%

FMB WEALTH MANAGEMENT

27.87K

Jun 30, 26

+253

0.01%

GeoWealth Management, LLC

27.48K

Jun 30, 26

+3.06K

0.01%

Lodestone Wealth Management LLC

27.41K

Jun 30, 26

+1.23K

0.01%

Foster Group, Inc.

27.03K

Jun 30, 26

+46

0.01%

Friday Financial

26.94K

Jun 30, 26

+10.91K

0.01%

TCFG Investment Advisors, LLC

26.51K

Jun 30, 26

+1.59K

0.01%

Atomi Financial Group, Inc.

26.10K

Jun 30, 26

+19.94K

0.01%

Pine Harbor Wealth Management, LLC

25.56K

Jun 30, 26

0.01%

Nuveen, LLC

25.49K

Jun 30, 26

+25.49K

0.01%

C M BIDWELL & ASSOCIATES LTD

25.45K

Jun 30, 26

+967

0.01%

Mattern Wealth Management LLC

25.00K

Jun 30, 26

+25.00K

0.01%

Diversified Trust Co

24.80K

Jun 30, 26

0.01%

MSA Advisors, LLC

24.79K

Jun 30, 26

0.01%

Quantinno Capital Management LP

24.60K

Jun 30, 26

+8.04K

0.01%

Baker Ellis Asset Management LLC

24.50K

Jun 30, 26

+700

0.01%

BALYASNY ASSET MANAGEMENT L.P.

24.40K

Jun 30, 26

+24.40K

0.01%

Higgins & Schmidt Wealth Strategies LLC

24.26K

Jun 30, 26

-779

0.01%

Mullaney, Keating & Wright, Inc.

24.15K

Jun 30, 26

+57

0.01%

Clark Asset Management, LLC

23.97K

Jun 30, 26

+24

0.01%

KEYVANTAGE WEALTH, LLC

23.53K

Jun 30, 26

-22.12K

0.01%

REDW Wealth LLC

23.20K

Jun 30, 26

-1.21K

0.01%

VISTA CAPITAL PARTNERS, INC.

23.03K

Jun 30, 26

+12

0.01%

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

23.01K

Jun 30, 26

-4.42K

0.01%

Advisory Services Network, LLC

22.86K

Jun 30, 26

+99

0.01%

COMPASS CAPITAL CORP /MA/ /ADV

22.25K

Jun 30, 26

-1.28K

0.01%

Compass Ion Advisors, LLC

22.25K

Jun 30, 26

-1.08K

0.01%

Private Advisory Group LLC

22.13K

Jun 30, 26

+22.13K

0.01%

Cyndeo Wealth Partners, LLC

21.53K

Jun 30, 26

-5

0.01%

Keating Financial Advisory Services, Inc.

21.24K

Jun 30, 26

-1.04K

0.01%

NWAM LLC

20.99K

Jun 30, 26

+2.43K

0.01%

Vantus Wealth LLC

20.73K

Jun 30, 26

+20.73K

0.01%

Lauterbach Financial Advisors, LLC

20.64K

Jun 30, 26

-192

0.01%

CVA Family Office, LLC

20.45K

Jun 30, 26

-270

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

20.43K

Jun 30, 26

+2.84K

0.01%

Avondale Wealth Management

20.36K

Jun 30, 26

0.01%

Disciplined Investments, LLC

20.20K

Jun 30, 26

-1.40K

0.01%

Cogent Private Wealth, Inc.

20.19K

Jun 30, 26

+1.28K

0.01%

CLG LLC

20.05K

Jun 30, 26

-1.22K

0.01%

Golden Bell Financial Planning LLC

20.03K

Jun 30, 26

-2.05K

0.01%

Peirce Capital Management, LLC

19.93K

Jun 30, 26

0.01%

Powerhouse Assets LLC

19.91K

Jun 30, 26

+32

0.01%

Physician Wealth Advisors, Inc.

19.87K

Jun 30, 26

+103

0.01%

HANOVER ADVISORS INC

19.86K

Jun 30, 26

+198

0.01%

Graves Light Lenhart Wealth, Inc.

19.73K

Jun 30, 26

+47

0.01%

Bank of New York Mellon Corp

19.66K

Jun 30, 26

-495

0.01%

Spire Wealth Management

19.11K

Jun 30, 26

-550

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

18.83K

Jun 30, 26

+14

0.01%

Fort Vancouver Investment Management, LLC

18.55K

Jun 30, 26

0.01%

Sensenig Capital Advisors, Inc

18.41K

Jun 30, 26

-1.21K

0.01%

CITADEL ADVISORS LLC

18.31K

Jun 30, 26

-2.35K

0.01%

XTX Topco Ltd

18.26K

Jun 30, 26

+18.26K

0.01%

DeLarme Wealth Management, Inc.

18.24K

Jun 30, 26

-2.15K

0.01%

Joel Isaacson & Co., LLC

18.07K

Jun 30, 26

+1.40K

0.01%

Hutchens & Kramer Investment Management Group, LLC

17.82K

Jun 30, 26

-203

0.01%

CarsonAllaria Wealth Management, Ltd.

17.81K

Jun 30, 26

-98

0.01%

CARY STREET PARTNERS FINANCIAL LLC

17.59K

Jun 30, 26

-2.61K

0.01%

Prudent Man Investment Management, Inc.

17.54K

Jun 30, 26

-12

0.01%

Astra Wealth Partners LLC

17.42K

Jun 30, 26

-530

0.01%

Donalies Financial Planning, LLC

17.41K

Jun 30, 26

+2.74K

0.01%

Aurelius Family Office LLC

17.37K

Jun 30, 26

-760

0.01%

Equitable Holdings, Inc.

17.31K

Jun 30, 26

-2.99K

0.01%

Wright Wealth LLC

16.63K

Jun 30, 26

+133

0.01%

Verisail Partners, LLC

16.45K

Jun 30, 26

0.01%

Tandem Financial, LLC

16.37K

Jun 30, 26

-749

0.01%

Janney Montgomery Scott LLC

16.33K

Jun 30, 26

+421

0.01%

GTS SECURITIES LLC

16.25K

Jun 30, 26

+16.25K

0.01%

JDH Wealth Management, LLC

16.23K

Jun 30, 26

-2.95K

0.01%

CLARIS ADVISORS, LLC / MO /

15.93K

Jun 30, 26

-1.33K

0.01%

SRS Capital Advisors, Inc.

15.59K

Jun 30, 26

+7.56K

0.01%

LJI Wealth Management, LLC

15.58K

Jun 30, 26

-2.89K

0.01%

Eldridge Investment Advisors, Inc.

15.48K

Jun 30, 26

+15.48K

0.01%

Opus Financial Solutions LLC

15.46K

Jun 30, 26

+660

0.01%

SILVERLAKE WEALTH MANAGEMENT LLC

15.44K

Jun 30, 26

+2.06K

0.01%

25 LLC

15.43K

Jun 30, 26

+29

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

15.17K

Jun 30, 26

-1.40K

0.01%

Meredith Wealth Planning

15.00K

Jun 30, 26

+52

0.01%

HB Wealth Management, LLC

15.00K

Jun 30, 26

0.01%

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

14.97K

Jun 30, 26

+120

0.01%

AlphaCore Capital LLC

14.95K

Jun 30, 26

+138

0.01%

LAZARI CAPITAL MANAGEMENT, INC.

14.92K

Jun 30, 26

+27

0.01%

Fundamentum, LLC

14.51K

Jun 30, 26

-1.33K

0.01%

Partners in Financial Planning

14.41K

Jun 30, 26

+51

0.01%

Stratos Wealth Partners, LTD.

14.20K

Jun 30, 26

+14.20K

0.01%

Cypress Point Wealth Management, LLC

14.15K

Jun 30, 26

0.01%

Cambridge Financial Group, LLC

13.98K

Jun 30, 26

-4.45K

0.01%

Oakwell Private Wealth Management, LLC

13.79K

Jun 30, 26

+13.79K

0.01%

Essential Planning, LLC.

13.64K

Jun 30, 26

-834

0.01%

Capstone Wealth Management, Inc.

13.64K

Jun 30, 26

+171

0.01%

GARRISON POINT ADVISORS, LLC

13.57K

Jun 30, 26

+5.95K

0.01%

Johnson Wealth Management, LLC

13.54K

Jun 30, 26

-1.05K

0.01%

Asset Dedication, LLC

13.50K

Jun 30, 26

+5.73K

0.01%

IFP Advisors, Inc

13.37K

Jun 30, 26

-3.20K

0.01%

Clearstead Advisors, LLC

13.29K

Jun 30, 26

-1.72K

0.01%

FLOW TRADERS U.S. LLC

13.20K

Jun 30, 26

-14.64K

0.01%

Selective Wealth Management, Inc.

12.83K

Jun 30, 26

-335

0.01%

Waterway Wealth Management, LLC

12.57K

Jun 30, 26

-4.15K

0.01%

Yardley Wealth Management LLC

12.57K

Jun 30, 26

0.01%

Werba Rubin Papier Wealth Management

12.51K

Jun 30, 26

+37

0.01%

Infinity Wealth Counsel, LLC

12.36K

Jun 30, 26

+1.07K

0.01%

Lutz Financial Services LLC

12.35K

Jun 30, 26

+37

0.01%

LOM Asset Management Ltd

12.00K

Jun 30, 26

+7.90K

0.01%

Argyle Capital Partners, LLC

11.86K

Jun 30, 26

+290

0.01%

Austin Wealth Management, LLC

11.33K

Jun 30, 26

-1

0.01%

AE Wealth Management LLC

11.31K

Jun 30, 26

+2.03K

0.01%

Family CFO Inc

11.21K

Jun 30, 26

0.01%

ELEVATE WEALTH ADVISORY, INC

11.11K

Jun 30, 26

+12

0.01%

VOISARD ASSET MANAGEMENT GROUP, INC.

11.10K

Jun 30, 26

-2.24K

0.01%

Eaton Financial Holdings Company, LLC

11.08K

Jun 30, 26

+11.08K

0.01%

HUNTINGTON NATIONAL BANK

11.03K

Jun 30, 26

+11.03K

0.01%

NATIXIS ADVISORS, L.P.

11.01K

Jun 30, 26

+11.01K

0.01%

Concord Wealth Partners

10.97K

Jun 30, 26

+2.04K

0.01%

Frankly Finances, LLC

10.90K

Jun 30, 26

0.01%

Fortis Capital Advisors, LLC

10.85K

Jun 30, 26

0.01%

Belpointe Asset Management LLC

10.85K

Jun 30, 26

0.01%

Liberty Capital Management, Inc.

10.65K

Jun 30, 26

+10.65K

0.01%

tru Independence LLC

10.51K

Jun 30, 26

0.01%

L.K. Benson & Company, P.C.

10.44K

Jun 30, 26

-389

0.01%

Arkadios Wealth Advisors

10.41K

Jun 30, 26

0.01%

Clarity Capital Advisors, LLC

9.76K

Jun 30, 26

+27

0.00%

Sensible Money, LLC

9.72K

Jun 30, 26

+13

0.00%

Beaird Harris Wealth Management, LLC

9.65K

Jun 30, 26

+33

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

9.55K

Jun 30, 26

-5.03K

0.00%

Allegiance Financial Group Advisory Services LLC

9.53K

Jun 30, 26

+22

0.00%

Kondo Wealth Advisors, Inc.

9.53K

Jun 30, 26

+13

0.00%

OPTIMA CAPITAL LLC

9.43K

Jun 30, 26

+23

0.00%

Simplicity Wealth,LLC

9.40K

Jun 30, 26

+873

0.00%

Fortis Capital Management LLC

9.35K

Jun 30, 26

+33

0.00%

Platform Wealth Management, LLC

9.33K

Jun 30, 26

+9.33K

0.00%

Private Advisor Group, LLC

9.24K

Jun 30, 26

-4.29K

0.00%

Everest Financial Group LLC

9.22K

Jun 30, 26

+968

0.00%

STUDIO INVESTMENT MANAGEMENT LLC

9.21K

Jun 30, 26

+3.10K

0.00%

Tillman Hartley LLC

9.21K

Jun 30, 26

-2.30K

0.00%

Narus Financial Partners, LLC

9.17K

Jun 30, 26

+528

0.00%

Financial Harvest, LLC

9.05K

Jun 30, 26

0.00%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

8.88K

Jun 30, 26

+120

0.00%

Triumph Capital Management

8.69K

Jun 30, 26

-288

0.00%

Fortitude Family Office, LLC

8.66K

Jun 30, 26

-1.56K

0.00%

Belleair Asset Management, LLC

8.58K

Jun 30, 26

0.00%

HANCOCK WHITNEY CORP

8.51K

Jun 30, 26

-180

0.00%

Abacus Planning Group, Inc.

8.48K

Jun 30, 26

0.00%

First Financial Group Corp

8.32K

Jun 30, 26

-1.50K

0.00%

Acropolis Investment Management, LLC

8.15K

Jun 30, 26

-4.06K

0.00%

Cannon Financial Strategists, Inc.

8.13K

Jun 30, 26

+8.13K

0.00%

Berger Financial Group, Inc

8.11K

Jun 30, 26

0.00%

Triune Financial Partners, LLC

8.04K

Jun 30, 26

0.00%

55 North Private Wealth, LLC

8.02K

Jun 30, 26

-870

0.00%

SAX WEALTH ADVISORS, LLC

7.95K

Jun 30, 26

-28

0.00%

Live Oak Private Wealth LLC

7.82K

Jun 30, 26

+7.82K

0.00%

Oath Planning, LLC

7.68K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

7.55K

Jun 30, 26

+785

0.00%

Hurley Capital, LLC

7.54K

Jun 30, 26

+555

0.00%

BESSEMER GROUP INC

7.42K

Jun 30, 26

+7.42K

0.00%

Entelevest, LLC

7.32K

Jun 30, 26

+19

0.00%

Kaufman Rossin Wealth, LLC

7.17K

Jun 30, 26

0.00%

Cerity Partners Retirement Plan Advisors LLC

7.13K

Jun 30, 26

+7.13K

0.00%

Aspire Private Capital, LLC

7.10K

Jun 30, 26

+102

0.00%

SUTTON PLACE INVESTORS LLC

6.87K

Jun 30, 26

+24

0.00%

Mills Wealth Advisors LLC

6.84K

Jun 30, 26

-18

0.00%

Rialto Wealth Management, LLC

6.76K

Jun 30, 26

+11

0.00%

Rockbridge Investment Management, LCC

6.75K

Jun 30, 26

0.00%

DAVENPORT & Co LLC

6.74K

Jun 30, 26

-1.81K

0.00%

TILIA FIDUCIARY PARTNERS, INC.

6.48K

Jun 30, 26

-3

0.00%

Geometric Wealth Advisors

6.46K

Jun 30, 26

0.00%

Shore Point Advisors, LLC

6.45K

Jun 30, 26

-970

0.00%

Mesirow Financial Investment Management, Inc.

6.38K

Jun 30, 26

+6.38K

0.00%

Mayflower Financial Advisors, LLC

6.19K

Jun 30, 26

+6.19K

0.00%

Heritage Wealth Management, Inc./Texas

6.09K

Jun 30, 26

0.00%

Northwest Wealth Advisors, LLC

6.09K

Jun 30, 26

+19

0.00%

Bernicke Wealth Management, Ltd.

6.08K

Jun 30, 26

-2.78K

0.00%

Planning Center, Inc.

6.05K

Jun 30, 26

0.00%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

6.05K

Jun 30, 26

0.00%

ALLEN WEALTH MANAGEMENT, LLC

6.02K

Jun 30, 26

+6.02K

0.00%

FORTERIS WEALTH MANAGEMENT INC.

5.99K

Jun 30, 26

+5.99K

0.00%

Beacon Financial Advisory LLC

5.96K

Jun 30, 26

0.00%

Capital Group Private Client Services, Inc.

5.92K

Jun 30, 26

+20

0.00%

Aquire Wealth Advisors, LLC

5.81K

Jun 30, 26

+5.81K

0.00%

PACES FERRY WEALTH ADVISORS, LLC

5.80K

Jun 30, 26

+5.80K

0.00%

UMB Bank, n.a.

5.77K

Jun 30, 26

0.00%

CAHILL FINANCIAL ADVISORS INC

5.73K

Jun 30, 26

-49

0.00%

Accel Wealth Management

5.57K

Jun 30, 26

+5.57K

0.00%

MBE Wealth Management, LLC

5.49K

Jun 30, 26

+5.49K

0.00%

Mason & Associates, LLC

5.46K

Jun 30, 26

+5.46K

0.00%

Prosperity Advisers, LLC

5.43K

Jun 30, 26

+5.43K

0.00%

GILPIN WEALTH MANAGEMENT, LLC

5.40K

Jun 30, 26

-250

0.00%

RHL GROUP, LLC

5.30K

Jun 30, 26

+61

0.00%

WNY Asset Management, LLC

5.25K

Jun 30, 26

+5.25K

0.00%

Diversify Advisory Services, LLC

5.24K

Jun 30, 26

+5.24K

0.00%

DIVERSIFY WEALTH MANAGEMENT, LLC

5.24K

Jun 30, 26

+5.24K

0.00%

PRIVATE TRUST CO NA

4.23K

Jun 30, 26

-2.31K

0.00%

DecisionPoint Financial, LLC

4.05K

Jun 30, 26

+1.45K

0.00%

1015 Capital Partners, LLC

3.60K

Jun 30, 26

0.00%

Operose Advisors LLC

3.43K

Jun 30, 26

-539

0.00%

Signature Resources Capital Management, LLC

3.29K

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

3.20K

Jun 30, 26

0.00%

Rachor Investment Advisory Services, LLC

3.10K

Jun 30, 26

+478

0.00%

Millstone Evans Group, LLC

2.92K

Jun 30, 26

+934

0.00%

ANGELES WEALTH MANAGEMENT, LLC

2.91K

Jun 30, 26

+10

0.00%

Arlington Trust Co LLC

2.81K

Jun 30, 26

0.00%

Coston, McIsaac & Partners

2.71K

Jun 30, 26

+678

0.00%

VSM Wealth Advisory, LLC

2.70K

Jun 30, 26

0.00%

Seneschal Advisors, LLC

2.38K

Jun 30, 26

+132

0.00%

American Capital Advisory, LLC

2.37K

Jun 30, 26

0.00%

Reyes Financial Architecture, Inc.

2.34K

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

2.25K

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

2.14K

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

2.03K

Jun 30, 26

0.00%

CoreCap Advisors, LLC

1.95K

Jun 30, 26

-1.62K

0.00%

Ashton Thomas Private Wealth, LLC

1.94K

Jun 30, 26

0.00%

Global Trust Asset Management, LLC

1.94K

Jun 30, 26

-1.40K

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

1.85K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

1.76K

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

1.76K

Jun 30, 26

0.00%

Global Retirement Partners, LLC

1.68K

Jun 30, 26

+1.68K

0.00%

Topsail Wealth Management, LLC

1.57K

Jun 30, 26

+97

0.00%

CENTRAL TRUST Co

1.55K

Jun 30, 26

+1.55K

0.00%

Redwood Park Advisors LLC

1.43K

Jun 30, 26

0.00%

HAZLETT, BURT & WATSON, INC.

1.34K

Jun 30, 26

+1.34K

0.00%

Steward Partners Investment Advisory, LLC

1.23K

Jun 30, 26

-112

0.00%

BARRETT & COMPANY, INC.

1.05K

Jun 30, 26

+1.05K

0.00%

US BANCORP \DE\

1.02K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

1.01K

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

1.00K

Jun 30, 26

-123.38K

0.00%

Acumen Wealth Advisors, LLC

997

Jun 30, 26

+997

0.00%

Bullock Wealth Management Group

943

Jun 30, 26

+943

0.00%

BLUELINE ADVISORS LLC

904

Jun 30, 26

0.00%

CX Institutional

900

Jun 30, 26

+900

0.00%

FMR LLC

893

Jun 30, 26

+893

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

858

Jun 30, 26

+858

0.00%

BankChampaign, National Association

800

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

750

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

744

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

687

Jun 30, 26

0.00%

Parallel Advisors, LLC

680

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

541

Jun 30, 26

0.00%

BlackRock, Inc.

537

Jun 30, 26

+537

0.00%

Federation des caisses Desjardins du Quebec

498

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

396

Jun 30, 26

0.00%

Aptus Capital Advisors, LLC

368

Jun 30, 26

0.00%

Dorato Capital Management

342

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

294

Jun 30, 26

+272

0.00%

GABLES CAPITAL MANAGEMENT INC.

288

Jun 30, 26

0.00%

Pinnacle Holdings, LLC

269

Jun 30, 26

+269

0.00%

FIFTH THIRD BANCORP

248

Jun 30, 26

-1.15K

0.00%

Bay Harbor Wealth Management, LLC

208

Jun 30, 26

0.00%

Versant Capital Management, Inc

205

Jun 30, 26

0.00%

Colonial Trust Co / SC

204

Jun 30, 26

+127

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

-64

0.00%

Ritter Daniher Financial Advisory LLC / DE

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

Jun 30, 26

-113.65K

0.00%

Bogart Wealth, LLC

Jun 30, 26

0.00%

MARYLAND CAPITAL ADVISORS INC.

Jun 30, 26

0.00%

TUDOR INVESTMENT CORP ET AL

Jun 30, 26

-5.94K

GEN Financial Management, INC.

Jun 30, 26

-31.37K

STRATEGIC ADVISORY PARTNERS, LLC

Jun 30, 26

-925

GOLDMAN SACHS GROUP INC

Jun 30, 26

-151.88K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-368

Gunpowder Capital Management, LLC dba Oliver Wealth Management

Jun 30, 26

-1.39K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-23.39K

Golden State Equity Partners

Jun 30, 26

-4.86K

Passive Capital Management, LLC.

Jun 30, 26

-9.42K

Forefront Analytics, LLC

Jun 30, 26

-6.34K

NKCFO LLC

Jun 30, 26

-119.75K

Clear Creek Financial Management, LLC

Jun 30, 26

-8.25K

Lloyd Advisory Services, LLC.

Jun 30, 26

-684

WealthShield Partners, LLC

Jun 30, 26

-3.98K

Western Wealth Management, LLC

Jun 30, 26

-2.00K

EXENCIAL WEALTH ADVISORS, LLC

2.80M

Mar 31, 26

+731.27K

1.40%

Evanson Asset Management, LLC

1.11M

Mar 31, 26

+87.44K

0.56%

CWM, LLC

620.86K

Mar 31, 26

+70.37K

0.31%

McIlrath & Eck, LLC

339.36K

Mar 31, 26

+22.64K

0.17%

SIGNET FINANCIAL MANAGEMENT, LLC

119.59K

Mar 31, 26

-2.80K

0.06%

TCFG WEALTH MANAGEMENT, LLC

24.92K

Mar 31, 26

-580

0.01%

U.S. Capital Wealth Advisors, LLC

9.04K

Mar 31, 26

-647

0.00%

Skopos Labs, Inc.

8.03K

Mar 31, 26

+1.80K

0.00%

Parkside Financial Bank & Trust

1.17K

Mar 31, 26

+1.17K

0.00%

Financial Connections Group, Inc.

586

Mar 31, 26

+586

0.00%

Sunbelt Securities, Inc.

415

Mar 31, 26

0.00%

Grunden Financial Advisory, Inc.

464.05K

Dec 31, 25

+11.70K

0.23%

Quent Long Short Global Small Cap Fund, LP

118.14K

Dec 31, 25

+118.14K

0.06%

Austin Private Wealth, LLC

100.35K

Dec 31, 25

+3.02K

0.05%

FineMark National Bank & Trust

91.62K

Dec 31, 25

+28.38K

0.05%

Total Wealth Planning, LLC

32.60K

Dec 31, 25

-477.77K

0.02%

REDMONT WEALTH ADVISORS LLC

13.73K

Dec 31, 25

+518

0.01%

COMERICA BANK

1.21K

Dec 31, 25

-7

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-324

PBMares Wealth Management LLC

304.99K

Sep 30, 25

+49.69K

0.15%

Lindenwold Advisors, INC

70.47K

Sep 30, 25

+24.02K

0.04%

Willow Creek Wealth Management Inc.

48.27K

Sep 30, 25

+6.99K

0.02%

Kathleen S. Wright Associates Inc.

27.92K

Sep 30, 25

+1.18K

0.01%

Wealthstream Advisors, Inc.

13.35K

Sep 30, 25

+59

0.01%

Fortress Wealth Management, Inc.

6.39K

Sep 30, 25

+6.39K

0.00%

Hemington Wealth Management

5.54K

Sep 30, 25

-336

0.00%

AVANTAX ADVISORY SERVICES, INC.

1.89M

Jun 30, 25

-234.41K

0.95%

Jentner Corp

831.14K

Jun 30, 25

+83.35K

0.42%

Efficient Frontier Advisors LLC

152.34K

Jun 30, 25

+3.44K

0.08%

Martin Worley Group

96.79K

Jun 30, 25

+13.23K

0.05%

Parkworth Wealth Management, Inc.

45.71K

Jun 30, 25

+4.48K

0.02%

KRAFT ASSET MANAGEMENT, LLC

14.33K

Jun 30, 25

+936

0.01%

Congress Wealth Management LLC / DE /

13.84K

Jun 30, 25

+1.97K

0.01%

Cable Hill Partners, LLC

1.28M

Mar 31, 25

+60.12K

0.64%

Cahill Wealth Management, LLC

274.23K

Mar 31, 25

+4.78K

0.14%

Aveo Capital Partners, LLC

198.50K

Mar 31, 25

+11.68K

0.10%

Corrigan Financial, Inc.

162.14K

Mar 31, 25

+32.71K

0.08%

Sandy Spring Bank

59.01K

Mar 31, 25

+3.50K

0.03%

Orion Portfolio Solutions, LLC

52.80K

Mar 31, 25

+28.44K

0.03%

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-49.63K

Safeguard Financial, LLC

Mar 31, 25

-7.77K

Riggs Capital Management LLC

20.67K

Dec 31, 24

+20.67K

0.01%

WMS Partners, LLC

16.17K

Dec 31, 24

-674

0.01%

Cassady Schiller Wealth Management, LLC

987

Dec 31, 24

0.00%

CRITERION CAPITAL ADVISORS, LLC

912

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

756.55K

Sep 30, 24

+155.47K

0.38%

Advisory Services & Investments, LLC

196.82K

Sep 30, 24

-15.55K

0.10%

Annapolis Financial Services, LLC

175.50K

Sep 30, 24

+29.08K

0.09%

RAYMOND JAMES & ASSOCIATES

26.98K

Sep 30, 24

+26.98K

0.01%

Financial Planning & Information Services, Inc.

9.92K

Sep 30, 24

-904

0.00%

LifePro Asset Management

8.69K

Sep 30, 24

-38

0.00%

Aspire Wealth Management Corp

7.53K

Sep 30, 24

+162

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

1.48M

Jun 30, 24

+266.82K

0.74%

KARPAS STRATEGIES, LLC

29.41K

Jun 30, 24

+29.41K

0.01%

Relative Value Partners Group, LLC

Jun 30, 24

-196.69K

SOUNDMARK WEALTH MANAGEMENT, LLC

93.39K

Mar 31, 24

+16.83K

0.05%

Eudaimonia Partners, LLC

44.29K

Mar 31, 24

+1.87K

0.02%

Bridgeworth, LLC

568.75K

Dec 31, 23

+65.09K

0.28%

WEALTHSOURCE PARTNERS, LLC

112.64K

Dec 31, 23

+9.64K

0.06%

Simplicity Solutions, LLC

13.91K

Dec 31, 23

+80

0.01%

PATHSTONE FAMILY OFFICE, LLC

1.08M

Sep 30, 23

+67.91K

0.54%

3D/L Capital Management, LLC

337.50K

Sep 30, 23

-29.03K

0.17%

ADVISOR PARTNERS II, LLC

79.05K

Sep 30, 23

-160

0.04%

TRIAD FINANCIAL ADVISORS, INC.

12.43K

Sep 30, 23

+12.43K

0.01%

Column Capital Advisors, LLC

1.11K

Sep 30, 23

0.00%

Steward Financial Group LLC

100

Sep 30, 23

+100

0.00%

Veritable, L.P.

88.94K

Jun 30, 23

-570

0.04%

Relaxing Retirement Coach

13.95K

Jun 30, 23

+13.95K

0.01%

Brainard Capital Management LLC

17.01K

Mar 31, 23

+735

0.01%

ASSET MANAGEMENT CORP /IL/ /ADV

8.16K

Mar 31, 23

+8.16K

0.00%

Baldrige Asset Management LLC

1.43K

Mar 31, 23

+526

0.00%

Equius Partners, Inc.

173.45K

Dec 31, 22

+85.20K

0.09%

RESOLUTE FINANCIAL, LLC

41.22K

Dec 31, 22

+22.47K

0.02%

BALASA DINVERNO & FOLTZ LLC

771.49K

Sep 30, 22

+244.06K

0.39%

BRR OpCo, LLC

130.17K

Sep 30, 22

+44.89K

0.07%

FURE FINANCIAL CORP

88.71K

Sep 30, 22

+88.71K

0.04%