Dimensional - US Marketwide Value ETF(DFUV)

$57.32—Stale · unknown old

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Dimensional - US Marketwide Value ETF(DFUV)

NYSE • Last print unknown ago

$57.32—Stale · unknown old

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DFUV(DFUV)

DFUV

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Institutional Ownership

Top 966 Institutional Holders

Holder	Shares	Date	Change	% Held
MERCER GLOBAL ADVISORS INC /ADV	43.37M	Jun 30, 26	+1.03M	15.73%
Savant Capital, LLC	15.25M	Jun 30, 26	-148.71K	5.53%
Colony Group, LLC	14.22M	Jun 30, 26	-477.37K	5.16%
Index Fund Advisors, Inc.	5.79M	Jun 30, 26	+48.79K	2.10%
Buckingham Strategic Partners	5.00M	Jun 30, 26	+49.88K	1.81%
NORTHERN TRUST CORP	4.89M	Jun 30, 26	-651.77K	1.77%
Creative Planning	4.87M	Jun 30, 26	-87.42K	1.76%
HighTower Advisors, LLC	4.43M	Jun 30, 26	-34.81K	1.61%
TCI Wealth Advisors, Inc.	4.04M	Jun 30, 26	+580.69K	1.47%
CI Private Wealth, LLC	3.80M	Jun 30, 26	-5.93M	1.38%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	3.36M	Jun 30, 26	+160.60K	1.22%
Plancorp, LLC	3.24M	Jun 30, 26	-2.32M	1.18%
Cerity Partners LLC	2.64M	Jun 30, 26	+111.52K	0.96%
Modera Wealth Management, LLC	2.29M	Jun 30, 26	+111.92K	0.83%
MASECO LLP	2.00M	Jun 30, 26	-21.76K	0.73%
Truepoint, Inc.	1.90M	Jun 30, 26	-40.90K	0.69%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.85M	Jun 30, 26	+46.70K	0.67%
Trust Co of the South	1.72M	Jun 30, 26	-4.71K	0.62%
JACKSON THORNTON ASSET MANAGEMENT, LLC	1.67M	Jun 30, 26	-4.82K	0.61%
RAYMOND JAMES FINANCIAL INC	1.41M	Jun 30, 26	+34.58K	0.51%
Integrated Wealth Concepts LLC	1.39M	Jun 30, 26	+628.85K	0.50%
Beacon Pointe Advisors, LLC	1.34M	Jun 30, 26	-31.47K	0.49%
LPL Financial LLC	1.34M	Jun 30, 26	-25.04K	0.49%
Evanson Financial, LLC	1.32M	Jun 30, 26	+1.32M	0.48%
CHOREO, LLC	1.28M	Jun 30, 26	+3.90K	0.47%
Foster Group, Inc.	1.26M	Jun 30, 26	-10.74K	0.46%
Beaird Harris Wealth Management, LLC	1.19M	Jun 30, 26	-31.56K	0.43%
Forum Financial Management, LP	1.16M	Jun 30, 26	-14.38K	0.42%
Pathstone Holdings, LLC	1.13M	Jun 30, 26	-26.18K	0.41%
Apella Capital, LLC	1.07M	Jun 30, 26	-4.86K	0.39%
Parkwoods Wealth Partners, LLC	1.06M	Jun 30, 26	+38.22K	0.39%
Schoolcraft Capital LLC	1.05M	Jun 30, 26	-13.33K	0.38%
MONOGRAPH WEALTH ADVISORS, LLC	1.02M	Jun 30, 26	+7.60K	0.37%
Triune Financial Partners, LLC	981.94K	Jun 30, 26	+25.53K	0.36%
Team Hewins, LLC	951.80K	Jun 30, 26	-12.57K	0.35%
CLUNE & ASSOCIATES, LTD.	948.21K	Jun 30, 26	+229.84K	0.34%
TFC Financial Management, Inc.	905.75K	Jun 30, 26	-3.40K	0.33%
KEB ASSET MANAGEMENT, LLC	900.33K	Jun 30, 26	+51.18K	0.33%
Porter White Investment Advisors, Inc.	886.81K	Jun 30, 26	-91.14K	0.32%
Elser Financial Planning, Inc	882.67K	Jun 30, 26	-9.31K	0.32%
Smartleaf Asset Management LLC	847.22K	Jun 30, 26	--	0.31%
Disciplined Equity Management, Inc.	838.89K	Jun 30, 26	+30.19K	0.30%
Heritage Investment Group, Inc.	836.66K	Jun 30, 26	-8.81K	0.30%
Verus Financial Partners, Inc.	833.51K	Jun 30, 26	+82.17K	0.30%
Guardian Wealth Management, LLC	824.33K	Jun 30, 26	-19.18K	0.30%
SAX WEALTH ADVISORS, LLC	814.03K	Jun 30, 26	+2.03K	0.30%
CAPITAL PERFORMANCE ADVISORS LLP	792.21K	Jun 30, 26	-8.27K	0.29%
Timonier Family Office, LTD.	769.97K	Jun 30, 26	+769.97K	0.28%
Wescott Financial Advisory Group, LLC	754.35K	Jun 30, 26	-17.39K	0.27%
DIXON FNANCIAL SERVICES, INC.	745.78K	Jun 30, 26	-4.78K	0.27%
MISSION WEALTH MANAGEMENT, LP	715.50K	Jun 30, 26	+2.39K	0.26%
Richard Young Associates, Ltd.	708.43K	Jun 30, 26	-1.60K	0.26%
ASPIRIANT, LLC	707.13K	Jun 30, 26	-1.09K	0.26%
Allworth Financial LP	704.81K	Jun 30, 26	-399.20K	0.26%
Tillman Hartley LLC	702.05K	Jun 30, 26	-9.37K	0.25%
Planning Center, Inc.	699.13K	Jun 30, 26	-12.21K	0.25%
Wealth Management Nebraska	698.11K	Jun 30, 26	-8.74K	0.25%
ENVESTNET ASSET MANAGEMENT INC	681.48K	Jun 30, 26	-66.98K	0.25%
Wealth Architects, LLC	679.20K	Jun 30, 26	-21.10K	0.25%
Mariner, LLC	675.01K	Jun 30, 26	-54.21K	0.24%
Heritage Wealth Management, Inc./Texas	667.60K	Jun 30, 26	-20.35K	0.24%
CARDIFF PARK ADVISORS, LLC	632.08K	Jun 30, 26	-9.26K	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	602.67K	Jun 30, 26	-22.83K	0.22%
McLean Asset Management Corp	600.06K	Jun 30, 26	-14.47K	0.22%
Three Arch Wealth Management LLC	598.70K	Jun 30, 26	-2.56K	0.22%
Farther Finance Advisors, LLC	582.57K	Jun 30, 26	+21.34K	0.21%
RW Investment Management LLC	575.72K	Jun 30, 26	-11.72K	0.21%
AQR CAPITAL MANAGEMENT LLC	563.27K	Jun 30, 26	+117.58K	0.20%
M Holdings Securities, Inc.	557.56K	Jun 30, 26	-212.03K	0.20%
Meritas Wealth Management, LLC	555.35K	Jun 30, 26	-3.33K	0.20%
TFO-TDC, LLC	553.05K	Jun 30, 26	-6.13K	0.20%
WPWealth LLP	547.55K	Jun 30, 26	-52.91K	0.20%
ShankerValleau Wealth Advisors, Inc.	544.04K	Jun 30, 26	-31.62K	0.20%
LRI Investments, LLC	542.43K	Jun 30, 26	-1.91K	0.20%
Moisand Fitzgerald Tamayo, LLC	535.10K	Jun 30, 26	-9.48K	0.19%
Symmetry Partners, LLC	517.26K	Jun 30, 26	-28.99K	0.19%
FISCHER INVESTMENT STRATEGIES, LLC	513.88K	Jun 30, 26	+86.39K	0.19%
BAYSHORE ASSET MANAGEMENT, LLC	506.33K	Jun 30, 26	-11.99K	0.18%
WorthPointe, LLC	505.06K	Jun 30, 26	-14.89K	0.18%
BENNINGFIELD FINANCIAL ADVISORS, LLC	504.43K	Jun 30, 26	-2.38K	0.18%
Petersen Hastings Wealth Advisors Inc.	503.16K	Jun 30, 26	-7.18K	0.18%
1900 WEALTH MANAGEMENT LLC	497.23K	Jun 30, 26	-11.02K	0.18%
STIFEL FINANCIAL CORP	484.26K	Jun 30, 26	+5.70K	0.18%
MATHER GROUP, LLC.	474.84K	Jun 30, 26	-3.15K	0.17%
American Investment Services, Inc.	474.68K	Jun 30, 26	-5.65K	0.17%
RS CRUM INC.	471.47K	Jun 30, 26	+1.22K	0.17%
Prudent Man Investment Management, Inc.	471.44K	Jun 30, 26	-8.18K	0.17%
Cetera Investment Advisers	468.54K	Jun 30, 26	+11.67K	0.17%
UBS Group AG	458.69K	Jun 30, 26	+47.82K	0.17%
DiNuzzo Private Wealth, Inc.	452.67K	Jun 30, 26	-2.78K	0.16%
LEGACY FINANCIAL GROUP, INC.	452.00K	Jun 30, 26	-16.03K	0.16%
BAKER BOYER NATIONAL BANK	435.46K	Jun 30, 26	-6.68K	0.16%
Sequoia Financial Advisors, LLC	420.70K	Jun 30, 26	-14.93K	0.15%
Quantinno Capital Management LP	409.34K	Jun 30, 26	+70.33K	0.15%
Graves Light Lenhart Wealth, Inc.	402.89K	Jun 30, 26	+49.08K	0.15%
DOPKINS WEALTH MANAGEMENT, LLC	401.37K	Jun 30, 26	-4.43K	0.15%
Confluence Wealth Services, Inc.	387.97K	Jun 30, 26	+16.66K	0.14%
CLARIS ADVISORS, LLC / MO /	384.56K	Jun 30, 26	-9.48K	0.14%
TWO SIGMA INVESTMENTS, LP	383.50K	Jun 30, 26	+383.50K	0.14%
Financial Engines Advisors L.L.C.	374.53K	Jun 30, 26	-11.85K	0.14%
JPMORGAN CHASE & CO	357.89K	Jun 30, 26	+39.36K	0.13%
ADVISOR GROUP HOLDINGS, INC.	356.58K	Jun 30, 26	+57.39K	0.13%
Atlantic Union Bankshares Corp	342.27K	Jun 30, 26	+27.85K	0.12%
MOSAIC FAMILY WEALTH PARTNERS, LLC	335.83K	Jun 30, 26	+237	0.12%
JUNCTURE WEALTH STRATEGIES, LLC	334.72K	Jun 30, 26	-30.66K	0.12%
Pillar Financial Advisors, LLC	332.45K	Jun 30, 26	-989	0.12%
Spire Wealth Management	330.16K	Jun 30, 26	+4.22K	0.12%
MAI Capital Management	329.15K	Jun 30, 26	+134.35K	0.12%
Root Financial Partners, LLC	326.50K	Jun 30, 26	-247.32K	0.12%
Ruedi Wealth Management, Inc.	325.75K	Jun 30, 26	-3.84K	0.12%
Austin Asset Management Co Inc	323.88K	Jun 30, 26	-2.76K	0.12%
Savvy Advisors, Inc.	322.27K	Jun 30, 26	+2.09K	0.12%
Summit Wealth Group, LLC	319.09K	Jun 30, 26	+7.91K	0.12%
Financial Synergies Wealth Advisors, Inc.	318.72K	Jun 30, 26	+786	0.12%
Navigoe, LLC	318.30K	Jun 30, 26	-2.99K	0.12%
BIP Wealth, LLC	317.91K	Jun 30, 26	+35.46K	0.12%
Larson Financial Group LLC	313.86K	Jun 30, 26	-6.06K	0.11%
PINNEY & SCOFIELD, INC.	311.76K	Jun 30, 26	-5.69K	0.11%
Resources Investment Advisors, LLC.	310.47K	Jun 30, 26	-5.47K	0.11%
Squire Investment Management Company, LLC	297.90K	Jun 30, 26	-106	0.11%
MORGAN STANLEY	296.92K	Jun 30, 26	+9.79K	0.11%
Diversified Portfolios, Inc.	291.59K	Jun 30, 26	-2.86K	0.11%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	288.41K	Jun 30, 26	-3.93K	0.10%
Dynamic Advisor Solutions LLC	286.99K	Jun 30, 26	-5.68K	0.10%
New Dimensions Wealth Management, LLC	286.31K	Jun 30, 26	+8.79K	0.10%
Altiora Financial Group, LLC	279.47K	Jun 30, 26	-15	0.10%
Sterling Wealth Management, Inc.	275.22K	Jun 30, 26	-9.82K	0.10%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	269.71K	Jun 30, 26	+9.28K	0.10%
Frankly Finances, LLC	268.24K	Jun 30, 26	--	0.10%
BANK OF MONTREAL /CAN/	262.44K	Jun 30, 26	+18.95K	0.10%
Vise Technologies, Inc.	261.92K	Jun 30, 26	-221.56K	0.09%
Bridgewater Advisors Inc.	258.23K	Jun 30, 26	+313	0.09%
Kestra Advisory Services, LLC	254.11K	Jun 30, 26	-2.92K	0.09%
EP Wealth Advisors, LLC	253.96K	Jun 30, 26	+12.86K	0.09%
Lauterbach Financial Advisors, LLC	251.82K	Jun 30, 26	-6.43K	0.09%
VESTIA PERSONAL WEALTH ADVISORS	249.88K	Jun 30, 26	+287	0.09%
WELLS FARGO & COMPANY/MN	242.83K	Jun 30, 26	-19.29K	0.09%
Burk Holdings LLC	230.95K	Jun 30, 26	+3.76K	0.08%
Investmark Advisory Group LLC	228.17K	Jun 30, 26	+1.11K	0.08%
Atomi Financial Group, Inc.	223.96K	Jun 30, 26	+15.64K	0.08%
RTD Financial Advisors, Inc.	218.65K	Jun 30, 26	-2.81K	0.08%
JDH Wealth Management, LLC	213.48K	Jun 30, 26	-5.44K	0.08%
Capstone Wealth Management, LLC	211.21K	Jun 30, 26	-869	0.08%
Walsh & Associates, LLC	209.45K	Jun 30, 26	+22.42K	0.08%
Versant Capital Management, Inc	203.51K	Jun 30, 26	-1.38K	0.07%
TOBIAS FINANCIAL ADVISORS, INC.	201.19K	Jun 30, 26	-4.08K	0.07%
FIDUCIARY FINANCIAL ADVISORS	199.13K	Jun 30, 26	+90.72K	0.07%
RF&L WEALTH MANAGEMENT, LLC	198.01K	Jun 30, 26	-2.92K	0.07%
Visionary Wealth Advisors	194.56K	Jun 30, 26	+2.86K	0.07%
TRUIST FINANCIAL CORP	194.51K	Jun 30, 26	+14.31K	0.07%
JONES FINANCIAL COMPANIES LLLP	193.27K	Jun 30, 26	-11.96K	0.07%
Level Financial Advisors, Inc.	190.21K	Jun 30, 26	-2.96K	0.07%
Wealthspire Advisors, LLC	185.26K	Jun 30, 26	+6.91K	0.07%
BANK OF AMERICA CORP /DE/	184.34K	Jun 30, 26	-140	0.07%
Werba Rubin Papier Wealth Management	183.41K	Jun 30, 26	-1.56K	0.07%
Greenspring Advisors, LLC	181.84K	Jun 30, 26	-18.07K	0.07%
Peirce Capital Management, LLC	178.59K	Jun 30, 26	-15.96K	0.06%
Financial Harvest, LLC	173.17K	Jun 30, 26	-1.76K	0.06%
Belleair Asset Management, LLC	168.15K	Jun 30, 26	--	0.06%
BAKER TILLY WEALTH MANAGEMENT, LLC	166.51K	Jun 30, 26	-5.15K	0.06%
Strathmore Capital Advisors, Inc.	163.67K	Jun 30, 26	-4.46K	0.06%
Ariadne Wealth Management, LP	162.94K	Jun 30, 26	+10	0.06%
TruNorth Capital Management, LLC	162.87K	Jun 30, 26	-657	0.06%
Sprinkle Financial Consultants LLC	156.97K	Jun 30, 26	-27	0.06%
Seneschal Advisors, LLC	155.56K	Jun 30, 26	-6.69K	0.06%
Weinberger Asset Management, Inc	153.56K	Jun 30, 26	+12.14K	0.06%
Strategic Investment Solutions, Inc. /IL	153.18K	Jun 30, 26	+23.05K	0.06%
Woodward Financial Advisors, Inc.	152.58K	Jun 30, 26	+152.58K	0.06%
ROYAL BANK OF CANADA	151.46K	Jun 30, 26	+33.85K	0.05%
Lutz Financial Services LLC	148.28K	Jun 30, 26	-2.28K	0.05%
Merit Financial Group, LLC	142.00K	Jun 30, 26	+24.32K	0.05%
Kondo Wealth Advisors, Inc.	140.46K	Jun 30, 26	-2.50K	0.05%
NORTHWEST WEALTH MANAGEMENT, LLC	139.13K	Jun 30, 26	+3.26K	0.05%
CarsonAllaria Wealth Management, Ltd.	137.92K	Jun 30, 26	-518	0.05%
Sollinda Capital Management LLC	136.91K	Jun 30, 26	+23.18K	0.05%
FMR LLC	136.23K	Jun 30, 26	+12.71K	0.05%
Abacus Wealth Partners, LLC	134.40K	Jun 30, 26	-1.01K	0.05%
FIRST NATIONAL BANK SIOUX FALLS	134.25K	Jun 30, 26	--	0.05%
Kooman & Associates	134.10K	Jun 30, 26	-335.21K	0.05%
Aegis Wealth Management LLC	133.28K	Jun 30, 26	-2.55K	0.05%
Addison Advisors LLC	132.73K	Jun 30, 26	-140.89K	0.05%
JFS WEALTH ADVISORS, LLC	131.87K	Jun 30, 26	-20.13K	0.05%
CAPTRUST FINANCIAL ADVISORS	131.60K	Jun 30, 26	-4.02K	0.05%
TCG Advisory Services, LLC	131.34K	Jun 30, 26	+3.70K	0.05%
EnRich Financial Partners LLC	130.20K	Jun 30, 26	-1.43K	0.05%
LAM GROUP, INC.	129.44K	Jun 30, 26	+9	0.05%
BUILDER INVESTMENT GROUP INC /ADV	127.39K	Jun 30, 26	--	0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	127.27K	Jun 30, 26	-1.11K	0.05%
BOK Financial Private Wealth, Inc.	125.95K	Jun 30, 26	+1.85K	0.05%
GEM Asset Management, LLC	125.37K	Jun 30, 26	-2.09K	0.05%
Annandale Capital, LLC	125.27K	Jun 30, 26	+63	0.05%
Cambridge Investment Research Advisors, Inc.	125.19K	Jun 30, 26	+599	0.05%
Gradient Capital Advisors, LLC	124.81K	Jun 30, 26	-1.11K	0.05%
Shearwater Capital LLC	123.24K	Jun 30, 26	-9.82K	0.04%
WNY Asset Management, LLC	122.08K	Jun 30, 26	-355	0.04%
EverSource Wealth Advisors, LLC	119.83K	Jun 30, 26	-68.90K	0.04%
Envestnet Portfolio Solutions, Inc.	118.78K	Jun 30, 26	+396	0.04%
FORTERIS WEALTH MANAGEMENT INC.	117.27K	Jun 30, 26	+15	0.04%
PFG Advisors	116.47K	Jun 30, 26	-150	0.04%
Colorado Capital Management, Inc.	113.21K	Jun 30, 26	-13.86K	0.04%
Simplicity Wealth,LLC	112.68K	Jun 30, 26	-328	0.04%
Evensky & Katz LLC	111.31K	Jun 30, 26	+1.28K	0.04%
Wolfstich Capital, LLC	111.10K	Jun 30, 26	+111.10K	0.04%
AG Asset Advisory, LLC	108.84K	Jun 30, 26	-4.29K	0.04%
CITADEL ADVISORS LLC	106.43K	Jun 30, 26	+106.43K	0.04%
FMB WEALTH MANAGEMENT	103.73K	Jun 30, 26	-1.96K	0.04%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	103.63K	Jun 30, 26	-1.62K	0.04%
Cascade Wealth Advisors, Inc	103.45K	Jun 30, 26	+10.34K	0.04%
COGENT STRATEGIC WEALTH LLC	103.30K	Jun 30, 26	-6.71K	0.04%
Trace Wealth Advisors, LLC	101.16K	Jun 30, 26	--	0.04%
Vannoy Advisory Group, Inc.	100.00K	Jun 30, 26	-200	0.04%
Stratos Wealth Partners, LTD.	99.60K	Jun 30, 26	-8.09K	0.04%
Joel Isaacson & Co., LLC	99.49K	Jun 30, 26	--	0.04%
Verdence Capital Advisors LLC	99.38K	Jun 30, 26	+1.29K	0.04%
55 North Private Wealth, LLC	99.01K	Jun 30, 26	+20.36K	0.04%
Investment Advisory Group, LLC	98.10K	Jun 30, 26	-96	0.04%
MML INVESTORS SERVICES, LLC	97.35K	Jun 30, 26	+38.11K	0.04%
SwitchPoint Financial Planning, LLC	97.25K	Jun 30, 26	+164	0.04%
US BANCORP \DE\	95.24K	Jun 30, 26	-978	0.03%
Summit Financial Strategies, Inc.	94.87K	Jun 30, 26	-482	0.03%
HMV Wealth Advisors, LLC	92.51K	Jun 30, 26	-1.43K	0.03%
Arkadios Wealth Advisors	92.49K	Jun 30, 26	-5.25K	0.03%
McCartney Wealth Management LLC	91.25K	Jun 30, 26	-641	0.03%
MARSHALL WACE, LLP	89.72K	Jun 30, 26	+89.72K	0.03%
MONETA GROUP INVESTMENT ADVISORS LLC	89.08K	Jun 30, 26	-268	0.03%
Rockefeller Capital Management L.P.	87.75K	Jun 30, 26	-11.68K	0.03%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	87.13K	Jun 30, 26	+2.65K	0.03%
Pacific Asset Management, LLC	86.76K	Jun 30, 26	-386	0.03%
Intelligent Financial Strategies	83.72K	Jun 30, 26	--	0.03%
Private Advisor Group, LLC	81.05K	Jun 30, 26	+39.21K	0.03%
Cloud Capital Management, LLC	80.84K	Jun 30, 26	+9.08K	0.03%
Tumwater Wealth Management, LLC	80.24K	Jun 30, 26	-987	0.03%
Platform Wealth Management, LLC	80.14K	Jun 30, 26	+80.14K	0.03%
BluePrint Investing LLC	78.58K	Jun 30, 26	-3.29K	0.03%
VIRTUE ASSET MANAGEMENT LLC	76.97K	Jun 30, 26	--	0.03%
WASHINGTON TRUST Co	75.10K	Jun 30, 26	--	0.03%
Kilner Capital Advisors, LLC	74.47K	Jun 30, 26	-803	0.03%
TAGStone Capital, Inc.	74.23K	Jun 30, 26	-1.18K	0.03%
Embree Financial Group	74.11K	Jun 30, 26	-1.59K	0.03%
Aspen Capital Management, LLC	73.84K	Jun 30, 26	+87	0.03%
Axis Wealth Partners, LLC	73.18K	Jun 30, 26	-4.71K	0.03%
Vistica Wealth Advisors, LLC	72.99K	Jun 30, 26	+716	0.03%
REGIONS FINANCIAL CORP	71.33K	Jun 30, 26	-326	0.03%
Prospera Financial Services Inc	70.57K	Jun 30, 26	--	0.03%
Wealth Advisors Northwest LLC	68.61K	Jun 30, 26	-2.27K	0.02%
BWM Planning, LLC	67.71K	Jun 30, 26	--	0.02%
Capital Investment Advisory Services, LLC	66.67K	Jun 30, 26	+13.20K	0.02%
Clearstead Advisors, LLC	66.31K	Jun 30, 26	+86	0.02%
Glass Jacobson Investment Advisors llc	65.63K	Jun 30, 26	+673	0.02%
LAIRD NORTON TRUST COMPANY, LLC	65.32K	Jun 30, 26	--	0.02%
Navigate Wealth Management, LLC	62.74K	Jun 30, 26	-642	0.02%
Zhang Financial LLC	62.70K	Jun 30, 26	-5.31K	0.02%
Woodside Wealth Management LLC	62.17K	Jun 30, 26	-150	0.02%
Disciplined Investments, LLC	62.16K	Jun 30, 26	-3.40K	0.02%
Clark Asset Management, LLC	61.52K	Jun 30, 26	+3.35K	0.02%
MELFA WEALTH MANAGEMENT, LLC	59.75K	Jun 30, 26	-2.59K	0.02%
Clarity Capital Advisors, LLC	59.72K	Jun 30, 26	+531	0.02%
Westmount Partners, LLC	59.58K	Jun 30, 26	-658	0.02%
Robertson Stephens Wealth Management, LLC	58.80K	Jun 30, 26	+5	0.02%
Triumph Capital Management	57.41K	Jun 30, 26	+12	0.02%
Cresset Asset Management, LLC	57.22K	Jun 30, 26	-7.78K	0.02%
CENTRAL TRUST Co	57.15K	Jun 30, 26	+37.33K	0.02%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	56.73K	Jun 30, 26	--	0.02%
Cypress Wealth Services, LLC	55.99K	Jun 30, 26	-2.35K	0.02%
Fonville Wealth Management LLC	55.44K	Jun 30, 26	-17	0.02%
Aptus Capital Advisors, LLC	54.79K	Jun 30, 26	+39	0.02%
Family CFO Inc	54.65K	Jun 30, 26	-777	0.02%
Bank of New York Mellon Corp	54.47K	Jun 30, 26	-5.81K	0.02%
Foundation Wealth Management, LLC\PA	53.78K	Jun 30, 26	--	0.02%
Daybright Advisory Services, Inc.	53.37K	Jun 30, 26	+64	0.02%
Quantum Financial Advisors, LLC	53.11K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	52.75K	Jun 30, 26	+36	0.02%
Generations Wealth, LLC	52.24K	Jun 30, 26	-16.63K	0.02%
Warwick Investment Management, Inc.	51.91K	Jun 30, 26	--	0.02%
Nicholas Hoffman & Company, LLC.	51.12K	Jun 30, 26	--	0.02%
RMB Capital Management, LLC	49.83K	Jun 30, 26	+156	0.02%
IFP Advisors, Inc	49.36K	Jun 30, 26	+6.64K	0.02%
BLAIR WILLIAM & CO/IL	48.91K	Jun 30, 26	+133	0.02%
POINCIANA ADVISORS GROUP, LLC	48.04K	Jun 30, 26	-9.00K	0.02%
Global Retirement Partners, LLC	47.62K	Jun 30, 26	+47.62K	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	47.52K	Jun 30, 26	+47.52K	0.02%
Chicago Partners Investment Group LLC	47.31K	Jun 30, 26	-212	0.02%
25 LLC	46.50K	Jun 30, 26	+90	0.02%
NewEdge Advisors, LLC	45.49K	Jun 30, 26	+7.16K	0.02%
Kane Co Wealth Management, Inc.	44.37K	Jun 30, 26	-780	0.02%
IEQ CAPITAL, LLC	44.29K	Jun 30, 26	-3.14K	0.02%
Stone Point Wealth LLC	44.27K	Jun 30, 26	-55	0.02%
TRED AVON FAMILY WEALTH, LLC	42.44K	Jun 30, 26	+535	0.02%
Samalin Investment Counsel, LLC	42.16K	Jun 30, 26	-180	0.02%
CURIO WEALTH, LLC	41.96K	Jun 30, 26	-143	0.02%
Tarbox Family Office, Inc.	41.86K	Jun 30, 26	--	0.02%
Equitable Holdings, Inc.	41.51K	Jun 30, 26	-86	0.02%
IFG Advisors, LLC	40.52K	Jun 30, 26	--	0.01%
Rialto Wealth Management, LLC	40.43K	Jun 30, 26	+4	0.01%
Valued Wealth Advisors LLC	39.98K	Jun 30, 26	-3.48K	0.01%
Aurelius Family Office LLC	39.24K	Jun 30, 26	-848	0.01%
CFS Investment Advisory Services, LLC	38.74K	Jun 30, 26	-2.32K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	38.73K	Jun 30, 26	-790	0.01%
Diversify Advisory Services, LLC	38.38K	Jun 30, 26	+38.38K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	38.38K	Jun 30, 26	+7.26K	0.01%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	37.76K	Jun 30, 26	-242	0.01%
BROWN ADVISORY INC	37.34K	Jun 30, 26	-1.81K	0.01%
MATAURO, LLC	37.06K	Jun 30, 26	+2.91K	0.01%
KAVAR CAPITAL PARTNERS GROUP, LLC	36.83K	Jun 30, 26	+9	0.01%
FAS Wealth Partners, Inc.	36.31K	Jun 30, 26	+119	0.01%
Entelevest, LLC	36.00K	Jun 30, 26	-848	0.01%
JOHNSON INVESTMENT COUNSEL INC	35.98K	Jun 30, 26	--	0.01%
IFG Advisory, LLC	34.95K	Jun 30, 26	+34.74K	0.01%
Cambria Investment Management, L.P.	34.67K	Jun 30, 26	+363	0.01%
Empowered Funds, LLC	34.67K	Jun 30, 26	-2.00K	0.01%
Beacon Financial Advisory LLC	33.50K	Jun 30, 26	+10	0.01%
Quadcap Wealth Management, LLC	32.97K	Jun 30, 26	--	0.01%
Helen Stephens Group, LLC	32.76K	Jun 30, 26	--	0.01%
XY Planning Network, Inc.	32.28K	Jun 30, 26	-681	0.01%
Klingman & Associates, LLC	32.21K	Jun 30, 26	+671	0.01%
ARK & TLK INVESTMENTS, LLC	31.98K	Jun 30, 26	-516	0.01%
Baird Financial Group, Inc.	31.32K	Jun 30, 26	-148	0.01%
Busey Wealth Management	31.13K	Jun 30, 26	-31	0.01%
Applied Capital LLC	30.78K	Jun 30, 26	-438	0.01%
Cogent Private Wealth, Inc.	30.62K	Jun 30, 26	-722	0.01%
Francis Financial, Inc.	30.55K	Jun 30, 26	-5.14K	0.01%
Nuveen, LLC	30.55K	Jun 30, 26	+30.55K	0.01%
RAM Investment Partners, LLC	29.87K	Jun 30, 26	+2.16K	0.01%
Bragg Financial Advisors, Inc	29.84K	Jun 30, 26	--	0.01%
Cordant, Inc.	29.83K	Jun 30, 26	-5.04K	0.01%
VERUS WEALTH MANAGEMENT, LLC	29.77K	Jun 30, 26	--	0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	28.98K	Jun 30, 26	+8.53K	0.01%
FIDUCIARY TRUST CO	28.86K	Jun 30, 26	--	0.01%
Valeo Financial Advisors, LLC	28.64K	Jun 30, 26	+1	0.01%
Waverly Advisors, LLC	28.39K	Jun 30, 26	+1.95K	0.01%
Wick Capital Partners, LLC	28.34K	Jun 30, 26	--	0.01%
BlackRock, Inc.	27.98K	Jun 30, 26	+1.67K	0.01%
Oath Planning, LLC	27.80K	Jun 30, 26	+197	0.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	27.74K	Jun 30, 26	--	0.01%
Eldridge Investment Advisors, Inc.	27.46K	Jun 30, 26	-535	0.01%
Brand Asset Management Group, Inc.	26.89K	Jun 30, 26	+26.89K	0.01%
Measured Wealth Private Client Group, LLC	26.86K	Jun 30, 26	-10	0.01%
Prime Capital Investment Advisors, LLC	26.75K	Jun 30, 26	-5.62K	0.01%
New England Private Wealth Advisors LLC	26.74K	Jun 30, 26	+82	0.01%
SRS Capital Advisors, Inc.	26.65K	Jun 30, 26	+25.51K	0.01%
Garde Capital, Inc.	26.60K	Jun 30, 26	--	0.01%
M Wealth Management, LLC	26.46K	Jun 30, 26	--	0.01%
LBMC INVESTMENT ADVISORS, LLC	26.41K	Jun 30, 26	+38	0.01%
FIFTH THIRD BANCORP	26.41K	Jun 30, 26	-3.50K	0.01%
Farmers National Bank	26.38K	Jun 30, 26	-1.13K	0.01%
SJS Investment Consulting Inc.	26.17K	Jun 30, 26	--	0.01%
Pictet North America Advisors SA	25.82K	Jun 30, 26	--	0.01%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC	25.51K	Jun 30, 26	--	0.01%
Fort Point Capital Partners LLC	25.18K	Jun 30, 26	+25.18K	0.01%
Financial Council Asset Management Inc	24.59K	Jun 30, 26	--	0.01%
Kathmere Capital Management, LLC	24.11K	Jun 30, 26	+149	0.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC	23.87K	Jun 30, 26	+58	0.01%
Midwest Trust Co	23.36K	Jun 30, 26	+357	0.01%
Mutual Advisors, LLC	23.30K	Jun 30, 26	-1.97K	0.01%
Integrated Advisors Network LLC	23.26K	Jun 30, 26	--	0.01%
M&T BANK CORP	23.20K	Jun 30, 26	--	0.01%
Mayflower Financial Advisors, LLC	23.18K	Jun 30, 26	+928	0.01%
SIGNATUREFD, LLC	22.98K	Jun 30, 26	+4	0.01%
Parallel Advisors, LLC	22.90K	Jun 30, 26	--	0.01%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	22.82K	Jun 30, 26	-1.69K	0.01%
IHT Wealth Management, LLC	22.78K	Jun 30, 26	+1.75K	0.01%
Mustard Seed Financial, LLC	22.68K	Jun 30, 26	+4	0.01%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	22.67K	Jun 30, 26	--	0.01%
VestGen Advisors, LLC	22.67K	Jun 30, 26	+6	0.01%
Wealthcare Advisory Partners LLC	22.33K	Jun 30, 26	-7.80K	0.01%
Janney Montgomery Scott LLC	22.32K	Jun 30, 26	-1.47K	0.01%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	22.16K	Jun 30, 26	+10	0.01%
Parkside Investments, LLC	22.02K	Jun 30, 26	--	0.01%
Allegiance Financial Group Advisory Services LLC	21.98K	Jun 30, 26	-136	0.01%
Plante Moran Financial Advisors, LLC	21.50K	Jun 30, 26	--	0.01%
KDK Private Wealth Management, LLC	21.49K	Jun 30, 26	--	0.01%
MBM Wealth Consultants, LLC	21.38K	Jun 30, 26	--	0.01%
Seaside Wealth Management, Inc.	21.17K	Jun 30, 26	+25	0.01%
Pure Financial Advisors, LLC	20.94K	Jun 30, 26	+636	0.01%
COMMERCE BANK	20.87K	Jun 30, 26	--	0.01%
Prism Planning Partners LLC	20.83K	Jun 30, 26	+4.29K	0.01%
Ancora Advisors, LLC	20.60K	Jun 30, 26	-1.46K	0.01%
Silver Oak Advisory Group, Inc.	20.43K	Jun 30, 26	-2.45K	0.01%
KEYBANK NATIONAL ASSOCIATION/OH	20.23K	Jun 30, 26	--	0.01%
Wealth Enhancement Trust Services, Inc.	20.09K	Jun 30, 26	--	0.01%
Bleakley Financial Group, LLC	19.92K	Jun 30, 26	+19.92K	0.01%
AWM CAPITAL, LLC	19.74K	Jun 30, 26	+51	0.01%
Apollon Wealth Management, LLC	19.58K	Jun 30, 26	-250	0.01%
Pinnacle Financial Partners, Inc.	19.56K	Jun 30, 26	-837	0.01%
Balboa Wealth Partners	19.21K	Jun 30, 26	-1.03K	0.01%
CRA Financial Services, LLC	19.19K	Jun 30, 26	-50	0.01%
London & Capital Asset Management Ltd	19.16K	Jun 30, 26	--	0.01%
AMARILLO NATIONAL BANK	19.08K	Jun 30, 26	--	0.01%
Avantax Planning Partners, Inc.	18.97K	Jun 30, 26	-1.56K	0.01%
LJI Wealth Management, LLC	18.76K	Jun 30, 26	-1.14K	0.01%
Powerhouse Assets LLC	18.67K	Jun 30, 26	+19	0.01%
Professional Financial Advisors, LLC	18.67K	Jun 30, 26	--	0.01%
BROWN BROTHERS HARRIMAN & CO	18.55K	Jun 30, 26	--	0.01%
tru Independence LLC	18.49K	Jun 30, 26	+33	0.01%
Marietta Wealth Management, LLC	18.41K	Jun 30, 26	-1.20K	0.01%
Northwest Wealth Advisors, LLC	18.41K	Jun 30, 26	+23	0.01%
Cornerstone Financial Group, LLC /NE/	18.36K	Jun 30, 26	+62	0.01%
D.A. DAVIDSON & CO.	18.33K	Jun 30, 26	+341	0.01%
BetterWealth, LLC	18.26K	Jun 30, 26	--	0.01%
ACCREDITED INVESTOR SERVICES, LLC	18.23K	Jun 30, 26	-7	0.01%
NorthRock Partners, LLC	18.09K	Jun 30, 26	--	0.01%
Arbor Wealth Advisors LLC	17.99K	Jun 30, 26	--	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	17.97K	Jun 30, 26	+1.48K	0.01%
Rehmann Capital Advisory Group	17.96K	Jun 30, 26	-7	0.01%
DRIVE WEALTH MANAGEMENT, LLC	17.89K	Jun 30, 26	+3	0.01%
Renasant Bank	17.76K	Jun 30, 26	--	0.01%
Dorsey & Whitney Trust CO LLC	17.68K	Jun 30, 26	-1.50K	0.01%
VISTA CAPITAL PARTNERS, INC.	17.61K	Jun 30, 26	+1.13K	0.01%
Caprock Group, LLC	17.49K	Jun 30, 26	-51	0.01%
Falcon Wealth Planning	17.43K	Jun 30, 26	--	0.01%
Berger Financial Group, Inc	17.32K	Jun 30, 26	+3	0.01%
HUNTINGTON NATIONAL BANK	17.27K	Jun 30, 26	+2.24K	0.01%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	17.23K	Jun 30, 26	--	0.01%
Sound View Wealth Advisors Group, LLC	17.17K	Jun 30, 26	--	0.01%
Fundamentum, LLC	17.17K	Jun 30, 26	-493	0.01%
Oak Wealth Advisors LLC	17.16K	Jun 30, 26	--	0.01%
CATHY PARETO & ASSOCIATES, INC	17.05K	Jun 30, 26	+58	0.01%
Rather & Kittrell, Inc.	16.93K	Jun 30, 26	--	0.01%
PDS Planning, Inc	16.85K	Jun 30, 26	+16.85K	0.01%
Delap Wealth Advisory, LLC	16.82K	Jun 30, 26	--	0.01%
Capital Investment Advisors, LLC	16.78K	Jun 30, 26	-30	0.01%
Painted Porch Advisors LLC	16.73K	Jun 30, 26	+16.73K	0.01%
Narus Financial Partners, LLC	16.67K	Jun 30, 26	-300	0.01%
Key FInancial Inc	16.64K	Jun 30, 26	-716	0.01%
SUMMIT WEALTH GROUP LLC / CO	16.53K	Jun 30, 26	-178	0.01%
Colonial Trust Co / SC	16.27K	Jun 30, 26	-490	0.01%
Betterment LLC	16.21K	Jun 30, 26	-492	0.01%
VOISARD ASSET MANAGEMENT GROUP, INC.	16.19K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	16.04K	Jun 30, 26	+1.40K	0.01%
Krilogy Financial LLC	15.75K	Jun 30, 26	+848	0.01%
PARK AVENUE SECURITIES LLC	15.73K	Jun 30, 26	--	0.01%
Capital Investment Management, Inc.	15.58K	Jun 30, 26	-486	0.01%
Perigon Wealth Management, LLC	15.53K	Jun 30, 26	+4	0.01%
Eaton Financial Holdings Company, LLC	15.48K	Jun 30, 26	+52	0.01%
WestHill Financial Advisors, Inc.	15.41K	Jun 30, 26	--	0.01%
NerdWallet Wealth Partners, LLC	15.22K	Jun 30, 26	--	0.01%
Kaufman Rossin Wealth, LLC	15.07K	Jun 30, 26	+99	0.01%
Mesirow Financial Investment Management, Inc.	14.98K	Jun 30, 26	+2.68K	0.01%
Longview Financial Advisors LLC	14.98K	Jun 30, 26	-54	0.01%
AMERIPRISE FINANCIAL INC	14.91K	Jun 30, 26	--	0.01%
Babb Wealth Advisors LLC	14.83K	Jun 30, 26	-566	0.01%
BAILARD, INC.	14.76K	Jun 30, 26	--	0.01%
Fortis Capital Advisors, LLC	14.59K	Jun 30, 26	--	0.01%
Belpointe Asset Management LLC	14.59K	Jun 30, 26	--	0.01%
Pandowealth. LLC	14.55K	Jun 30, 26	+151	0.01%
GenTrust, LLC	14.42K	Jun 30, 26	--	0.01%
Steward Partners Investment Advisory, LLC	14.41K	Jun 30, 26	-1.83K	0.01%
Shore Point Advisors, LLC	14.18K	Jun 30, 26	-187	0.01%
D'Orazio & Associates, Inc.	14.14K	Jun 30, 26	--	0.01%
Operose Advisors LLC	14.06K	Jun 30, 26	-1.68K	0.01%
Owl Creek Wealth Partners LLC	14.05K	Jun 30, 26	+1.58K	0.01%
Manchester Capital Management LLC	13.94K	Jun 30, 26	+13.94K	0.01%
COLLECTIVE FAMILY OFFICE LLC	13.87K	Jun 30, 26	--	0.01%
Lido Advisors, LLC	13.85K	Jun 30, 26	+3.89K	0.01%
Rossby Financial, LCC	13.82K	Jun 30, 26	+14	0.01%
West Wealth Group, LLC	13.77K	Jun 30, 26	+35	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	13.71K	Jun 30, 26	-10.13K	0.00%
Ascent Group, LLC	13.52K	Jun 30, 26	+2.67K	0.00%
CWA Asset Management Group, LLC	13.50K	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	13.48K	Jun 30, 26	+45	0.00%
MONEY CONCEPTS CAPITAL CORP	13.42K	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	13.40K	Jun 30, 26	+684	0.00%
OPPENHEIMER & CO INC	13.39K	Jun 30, 26	-30	0.00%
CAHILL FINANCIAL ADVISORS INC	13.34K	Jun 30, 26	--	0.00%
Range Advisory, LLC	13.29K	Jun 30, 26	+445	0.00%
Sanctuary Advisors, LLC	13.27K	Jun 30, 26	+3.39K	0.00%
Gilbert & Cook, Inc.	13.22K	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	13.22K	Jun 30, 26	--	0.00%
WoodTrust Financial Corp	13.21K	Jun 30, 26	--	0.00%
McGrath & Associates, Inc.	13.19K	Jun 30, 26	+708	0.00%
Tower Research Capital LLC (TRC)	13.15K	Jun 30, 26	+13.15K	0.00%
Robinswood Financial LLC	13.12K	Jun 30, 26	+6	0.00%
Johnson Wealth Management, LLC	13.05K	Jun 30, 26	-120	0.00%
FSM Wealth Advisors, LLC	12.92K	Jun 30, 26	+6	0.00%
MB Generational Wealth, LLC	12.77K	Jun 30, 26	--	0.00%
HBE Wealth Management, LLC	12.76K	Jun 30, 26	+1	0.00%
Dakota Wealth Management	12.67K	Jun 30, 26	--	0.00%
CAPITAL ADVISORS INC/OK	12.63K	Jun 30, 26	--	0.00%
Williams & Novak, LLC	12.49K	Jun 30, 26	-1.87K	0.00%
PROSPERITY BANCSHARES INC	12.37K	Jun 30, 26	--	0.00%
MBL Wealth, LLC	12.22K	Jun 30, 26	+1.09K	0.00%
American Financial Advisors, LLC	12.10K	Jun 30, 26	-63	0.00%
ELEVATE WEALTH ADVISORY, INC	12.04K	Jun 30, 26	+21	0.00%
Wedmont Private Capital	11.96K	Jun 30, 26	+7	0.00%
BASSO CAPITAL MANAGEMENT, L.P.	11.80K	Jun 30, 26	--	0.00%
ZACKS INVESTMENT MANAGEMENT	11.77K	Jun 30, 26	+8	0.00%
BRIGHTON JONES LLC	11.76K	Jun 30, 26	-5.93K	0.00%
Empower Advisory Group, LLC	11.62K	Jun 30, 26	--	0.00%
Washington Trust Advisors, Inc.	11.55K	Jun 30, 26	-44	0.00%
Bryn Mawr Capital Management, LLC	11.41K	Jun 30, 26	+88	0.00%
QUADRANT CAPITAL GROUP LLC	11.40K	Jun 30, 26	+6.82K	0.00%
HOLLENCREST CAPITAL MANAGEMENT	11.34K	Jun 30, 26	--	0.00%
NAPLES GLOBAL ADVISORS, LLC	11.32K	Jun 30, 26	--	0.00%
SEEDS INVESTOR LLC	11.29K	Jun 30, 26	-7.63K	0.00%
BRYN MAWR TRUST Co	11.21K	Jun 30, 26	--	0.00%
Badgley Phelps Wealth Managers, LLC	10.86K	Jun 30, 26	--	0.00%
Legacy Financial Advisors, Inc.	10.80K	Jun 30, 26	--	0.00%
Liberty Capital Management, Inc.	10.74K	Jun 30, 26	+10.74K	0.00%
Carlton Hofferkamp & Jenks Wealth Management, LLC	10.67K	Jun 30, 26	--	0.00%
GDS Wealth Management	10.65K	Jun 30, 26	--	0.00%
Steele Capital Management, Inc.	10.56K	Jun 30, 26	--	0.00%
TPG Financial Advisors, LLC	10.55K	Jun 30, 26	-1.05K	0.00%
CVA Family Office, LLC	10.48K	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	10.47K	Jun 30, 26	--	0.00%
NCM Capital Management, LLC	10.46K	Jun 30, 26	--	0.00%
Cross Staff Investments Inc	10.39K	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	10.31K	Jun 30, 26	--	0.00%
Americana Partners, LLC	10.22K	Jun 30, 26	--	0.00%
Towneley Capital Management, Inc / DE	10.12K	Jun 30, 26	+34	0.00%
Compass Wealth Management, LLC/GA	10.07K	Jun 30, 26	+22	0.00%
OXFORD FINANCIAL GROUP LTD	10.04K	Jun 30, 26	--	0.00%
Signal Advisors Wealth, LLC	9.98K	Jun 30, 26	+9.98K	0.00%
Strategic Financial Services, Inc,	9.88K	Jun 30, 26	--	0.00%
RFG Advisory, LLC	9.74K	Jun 30, 26	-339	0.00%
Quad-Cities Investment Group, LLC	9.66K	Jun 30, 26	-616	0.00%
Accredited Investors Inc.	9.62K	Jun 30, 26	--	0.00%
Everest Financial Group LLC	9.61K	Jun 30, 26	+128	0.00%
Monument Group Wealth Advisors, LLC	9.57K	Jun 30, 26	+451	0.00%
Approach Retirement Advisors, LLC	9.55K	Jun 30, 26	+147	0.00%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	9.55K	Jun 30, 26	--	0.00%
Gradient Investments LLC	9.43K	Jun 30, 26	--	0.00%
Avant Financial Advisors LLC	9.36K	Jun 30, 26	--	0.00%
CIBC Bancorp USA Inc.	9.30K	Jun 30, 26	+1.48K	0.00%
PRIVATE TRUST CO NA	9.27K	Jun 30, 26	--	0.00%
Mullaney, Keating & Wright, Inc.	9.21K	Jun 30, 26	--	0.00%
Orion Capital Management LLC	9.19K	Jun 30, 26	--	0.00%
Avestar Capital, LLC	9.16K	Jun 30, 26	--	0.00%
Summit Asset Management, LLC	9.14K	Jun 30, 26	+31	0.00%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	9.07K	Jun 30, 26	-130	0.00%
Ironwood Financial, llc	9.07K	Jun 30, 26	--	0.00%
Destiny Wealth Partners, LLC	9.04K	Jun 30, 26	+9.04K	0.00%
Sovereign Financial Group, Inc.	9.04K	Jun 30, 26	-854	0.00%
Live Oak Private Wealth LLC	8.96K	Jun 30, 26	--	0.00%
Third View Private Wealth, LLC	8.86K	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	8.84K	Jun 30, 26	-846	0.00%
Goldstein Advisors, LLC	8.82K	Jun 30, 26	--	0.00%
QRG CAPITAL MANAGEMENT, INC.	8.78K	Jun 30, 26	+4.46K	0.00%
CreativeOne Wealth, LLC	8.77K	Jun 30, 26	+3.38K	0.00%
Gerber Kawasaki Wealth & Investment Management	8.76K	Jun 30, 26	+30	0.00%
Brookstone Capital Management	8.67K	Jun 30, 26	+5	0.00%
Advisors Capital Management, LLC	8.61K	Jun 30, 26	+2.05K	0.00%
RB Capital Management, LLC	8.60K	Jun 30, 26	+1	0.00%
Cartesian Growth Corp	8.53K	Jun 30, 26	--	0.00%
COZAD ASSET MANAGEMENT INC	8.51K	Jun 30, 26	--	0.00%
Delos Wealth Advisors, LLC	8.51K	Jun 30, 26	--	0.00%
Aspirean Wealth, LLC	8.50K	Jun 30, 26	-670	0.00%
Newton One Investments LLC	8.48K	Jun 30, 26	+27	0.00%
Warburton Capital Management, LLC	8.43K	Jun 30, 26	+28	0.00%
FORVIS Wealth Advisors, LLC	8.34K	Jun 30, 26	--	0.00%
Summit Financial, LLC	8.33K	Jun 30, 26	-105	0.00%
Physician Wealth Solutions Inc.	8.31K	Jun 30, 26	--	0.00%
E-Wealth Partners, LLC	8.29K	Jun 30, 26	-137	0.00%
Venture Visionary Partners LLC	8.28K	Jun 30, 26	+11	0.00%
WHITTIER TRUST CO	8.23K	Jun 30, 26	--	0.00%
Montz Harcus Wealth Management LLC	8.11K	Jun 30, 26	+28	0.00%
Rockwood Wealth Management, LLC	8.02K	Jun 30, 26	--	0.00%
Facet Wealth, Inc.	7.94K	Jun 30, 26	+1.99K	0.00%
MGO ONE SEVEN LLC	7.92K	Jun 30, 26	+1.64K	0.00%
OPTIMA CAPITAL LLC	7.91K	Jun 30, 26	--	0.00%
Bull Oak Capital, LLC	7.86K	Jun 30, 26	+2.02K	0.00%
Ridgewood Investments LLC	7.85K	Jun 30, 26	+7	0.00%
PRAIRIE ADVISORY, LLC	7.74K	Jun 30, 26	+7.74K	0.00%
Integrity Wealth Solutions LLC	7.73K	Jun 30, 26	--	0.00%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	7.70K	Jun 30, 26	--	0.00%
AXXCESS WEALTH MANAGEMENT, LLC	7.69K	Jun 30, 26	+7.69K	0.00%
Leeward Financial Partners, LLC	7.67K	Jun 30, 26	--	0.00%
Pasadena Private Wealth, LLC	7.65K	Jun 30, 26	--	0.00%
Roundview Capital LLC	7.63K	Jun 30, 26	--	0.00%
Five Oceans Advisors	7.60K	Jun 30, 26	-399	0.00%
Aviance Capital Partners, LLC	7.56K	Jun 30, 26	-1	0.00%
GOLDMAN SACHS GROUP INC	7.54K	Jun 30, 26	+7.54K	0.00%
Institute for Wealth Management, LLC.	7.49K	Jun 30, 26	--	0.00%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	7.48K	Jun 30, 26	--	0.00%
SEI INVESTMENTS CO	7.39K	Jun 30, 26	+7.39K	0.00%
LVM CAPITAL MANAGEMENT LTD/MI	7.39K	Jun 30, 26	--	0.00%
Donalies Financial Planning, LLC	7.39K	Jun 30, 26	--	0.00%
Smith, Salley & Associates	7.34K	Jun 30, 26	--	0.00%
Integrity Investment Advisors, LLC	7.33K	Jun 30, 26	--	0.00%
ASSETMARK, INC	7.31K	Jun 30, 26	+2.18K	0.00%
M1 Capital Management LLC	7.19K	Jun 30, 26	--	0.00%
Eqis Capital Management, Inc.	7.15K	Jun 30, 26	+1.02K	0.00%
COMPASS CAPITAL CORP /MA/ /ADV	7.14K	Jun 30, 26	--	0.00%
BOKF, NA	7.09K	Jun 30, 26	--	0.00%
Inspire Advisors, LLC	7.07K	Jun 30, 26	+1.33K	0.00%
Modern Wealth Management, LLC	7.07K	Jun 30, 26	+2.46K	0.00%
PRINCIPAL SECURITIES, INC.	6.99K	Jun 30, 26	-85	0.00%
Marble Harbor Investment Counsel, LLC	6.98K	Jun 30, 26	+1.11K	0.00%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	6.98K	Jun 30, 26	-391	0.00%
Ponta Wealth Partners, LLC	6.95K	Jun 30, 26	--	0.00%
HARBOUR INVESTMENTS, INC.	6.94K	Jun 30, 26	--	0.00%
EVERGREEN CAPITAL MANAGEMENT LLC	6.81K	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	6.81K	Jun 30, 26	+4.06K	0.00%
Caldwell Trust Co	6.77K	Jun 30, 26	-319	0.00%
First Western Trust Bank	6.76K	Jun 30, 26	-523	0.00%
UMB Bank, n.a.	6.76K	Jun 30, 26	-88	0.00%
MARYLAND CAPITAL ADVISORS INC.	6.71K	Jun 30, 26	+6.71K	0.00%
Ferguson Johnson Wealth Management Inc	6.70K	Jun 30, 26	--	0.00%
WASHINGTON TRUST BANK	6.69K	Jun 30, 26	-48	0.00%
Waterfront Wealth Inc.	6.68K	Jun 30, 26	+28	0.00%
RITHOLTZ WEALTH MANAGEMENT	6.68K	Jun 30, 26	--	0.00%
GSB Wealth Management, LLC	6.65K	Jun 30, 26	--	0.00%
High Probability Advisors, LLC	6.65K	Jun 30, 26	--	0.00%
Daytona Street Capital LLC	6.64K	Jun 30, 26	+6.64K	0.00%
Ausdal Financial Partners, Inc.	6.59K	Jun 30, 26	-2	0.00%
GRANDFIELD & DODD, LLC	6.58K	Jun 30, 26	--	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	6.57K	Jun 30, 26	+1.49K	0.00%
CX Institutional	6.56K	Jun 30, 26	+3.57K	0.00%
Grove Street Fiduciary, LLC	6.54K	Jun 30, 26	--	0.00%
TrustWell Financial Advisors, LLC	6.45K	Jun 30, 26	+21	0.00%
LOCKERMAN FINANCIAL GROUP, INC.	6.43K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	6.42K	Jun 30, 26	+530	0.00%
FIDUCIARY FAMILY OFFICE, LLC	6.37K	Jun 30, 26	--	0.00%
StoneX Group Inc.	6.29K	Jun 30, 26	+6.29K	0.00%
RKL Wealth Management LLC	6.29K	Jun 30, 26	--	0.00%
Orgel Wealth Management, LLC	6.28K	Jun 30, 26	--	0.00%
Stonebridge Financial Group, LLC/CA	6.22K	Jun 30, 26	+6.22K	0.00%
Essential Planning, LLC.	6.20K	Jun 30, 26	+20	0.00%
Aurdan Capital Management, LLC	6.18K	Jun 30, 26	--	0.00%
Cyndeo Wealth Partners, LLC	6.14K	Jun 30, 26	+19	0.00%
Tufton Capital Management	6.12K	Jun 30, 26	+1.41K	0.00%
Purkiss Capital Advisors LLC	6.07K	Jun 30, 26	+9	0.00%
Old Peak Finance LLC	6.03K	Jun 30, 26	+21	0.00%
Advisory Services Network, LLC	6.03K	Jun 30, 26	+9	0.00%
Stonebridge Financial Group, LLC	5.95K	Jun 30, 26	--	0.00%
COFG Advisors, LLC	5.95K	Jun 30, 26	+20	0.00%
LEVEL FOUR ADVISORY SERVICES, LLC	5.93K	Jun 30, 26	+18	0.00%
Rise Advisors, LLC	5.89K	Jun 30, 26	+20	0.00%
BOS Asset Management, LLC	5.88K	Jun 30, 26	-281	0.00%
BDFS Capital LLC	5.87K	Jun 30, 26	+940	0.00%
SevenBridge Financial Group, LLC	5.86K	Jun 30, 26	+20	0.00%
First Bancorp, Inc /ME/	5.84K	Jun 30, 26	--	0.00%
Vantage Point Financial LLC	5.80K	Jun 30, 26	+6	0.00%
Shepherd Financial Partners LLC	5.76K	Jun 30, 26	+5.76K	0.00%
Coastal Bridge Advisors, LLC	5.72K	Jun 30, 26	+5.72K	0.00%
NTV ASSET MANAGEMENT LLC	5.71K	Jun 30, 26	--	0.00%
Vident Advisory, LLC	5.71K	Jun 30, 26	--	0.00%
Well Done, LLC	5.68K	Jun 30, 26	--	0.00%
Lantz Financial LLC	5.66K	Jun 30, 26	--	0.00%
ROWLAND & CO INVESTMENT COUNSEL/ADV	5.54K	Jun 30, 26	--	0.00%
Everhart Financial Group, Inc.	5.51K	Jun 30, 26	--	0.00%
Sterling Wealth Advisors Inc	5.50K	Jun 30, 26	--	0.00%
Disciplined Investors, L.L.C.	5.46K	Jun 30, 26	-53	0.00%
NORDEN GROUP LLC	5.43K	Jun 30, 26	+18	0.00%
Silver Coast Investments LLC	5.38K	Jun 30, 26	+18	0.00%
KELLY FINANCIAL GROUP LLC	5.38K	Jun 30, 26	-53	0.00%
Vawter Financial, Ltd.	5.35K	Jun 30, 26	--	0.00%
PRIVATE MANAGEMENT GROUP INC	5.33K	Jun 30, 26	--	0.00%
Bell Bank	5.31K	Jun 30, 26	--	0.00%
Black Swift Group, LLC	5.25K	Jun 30, 26	--	0.00%
Waterloo Capital, L.P.	5.23K	Jun 30, 26	+5.23K	0.00%
Gordian Advisors LLC	5.19K	Jun 30, 26	+5	0.00%
HBK Sorce Advisory LLC	5.06K	Jun 30, 26	--	0.00%
LEAVELL INVESTMENT MANAGEMENT, INC.	5.03K	Jun 30, 26	--	0.00%
GAMMA Investing LLC	5.03K	Jun 30, 26	+5.03K	0.00%
One Degree Advisors Inc	5.01K	Jun 30, 26	+7	0.00%
Wealth Advisors of Iowa, LLC	4.99K	Jun 30, 26	--	0.00%
HighPoint Advisor Group LLC	4.96K	Jun 30, 26	--	0.00%
Grey Fox Wealth Advisors, LLC	4.94K	Jun 30, 26	+17	0.00%
NewEdge Wealth, LLC	4.93K	Jun 30, 26	--	0.00%
Murphy Pohlad Asset Management LLC	4.92K	Jun 30, 26	--	0.00%
NWAM LLC	4.92K	Jun 30, 26	+4.92K	0.00%
Bellwether Advisors, LLC	4.87K	Jun 30, 26	--	0.00%
Financial Insights, Inc.	4.85K	Jun 30, 26	--	0.00%
Western Wealth Management, LLC	4.79K	Jun 30, 26	+12	0.00%
Carnegie Capital Asset Management, LLC	4.76K	Jun 30, 26	--	0.00%
MOTCO	4.76K	Jun 30, 26	--	0.00%
Ameritas Advisory Services, LLC	4.73K	Jun 30, 26	+4.73K	0.00%
HANTZ FINANCIAL SERVICES, INC.	4.73K	Jun 30, 26	+1.38K	0.00%
Crescent Grove Advisors, LLC	4.68K	Jun 30, 26	--	0.00%
AssuredPartners Investment Advisors, LLC	4.66K	Jun 30, 26	--	0.00%
Wallace Capital Management Inc.	4.57K	Jun 30, 26	--	0.00%
Guidance Point Advisors, LLC	4.55K	Jun 30, 26	+16	0.00%
BankChampaign, National Association	4.55K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	4.54K	Jun 30, 26	--	0.00%
Intrua Financial, LLC	4.54K	Jun 30, 26	-240	0.00%
Concorde Asset Management, LLC	4.51K	Jun 30, 26	+4.51K	0.00%
Lauer Wealth, LLC	4.50K	Jun 30, 26	--	0.00%
Heritage Wealth Management, Inc. /CA/	4.46K	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	4.44K	Jun 30, 26	--	0.00%
Advisor OS, LLC	4.40K	Jun 30, 26	+10	0.00%
MJP ASSOCIATES INC /ADV	4.40K	Jun 30, 26	+10	0.00%
Sherman Wealth Management LLC	4.37K	Jun 30, 26	+15	0.00%
THREADGILL FINANCIAL, LLC	4.36K	Jun 30, 26	--	0.00%
Perennial Investment Advisors, LLC	4.35K	Jun 30, 26	--	0.00%
Corundum Group, Inc.	4.33K	Jun 30, 26	--	0.00%
HWG Holdings LP	4.32K	Jun 30, 26	--	0.00%
ANDERSON HOAGLAND & CO	4.30K	Jun 30, 26	--	0.00%
CGN Advisors LLC	4.29K	Jun 30, 26	-71	0.00%
Trademark Financial Management, LLC	4.28K	Jun 30, 26	--	0.00%
Morton Capital Management LLC/CA	4.28K	Jun 30, 26	+4.28K	0.00%
Wealth Advisors of Tampa Bay, LLC	4.26K	Jun 30, 26	--	0.00%
ALLIANCEBERNSTEIN L.P.	4.26K	Jun 30, 26	+4.26K	0.00%
Advisory Alpha, LLC	4.25K	Jun 30, 26	+14	0.00%
OLIO Financial Planning	4.25K	Jun 30, 26	+15	0.00%
Marble Wealth, LLC	4.24K	Jun 30, 26	--	0.00%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	4.22K	Jun 30, 26	+4.22K	0.00%
Affinity Capital Advisors, LLC	4.21K	Jun 30, 26	--	0.00%
Haverford Trust Co	4.17K	Jun 30, 26	--	0.00%
Cherry Creek Investment Advisors, Inc.	4.11K	Jun 30, 26	+4.11K	0.00%
Centric Wealth Management	4.09K	Jun 30, 26	--	0.00%
Gryphon Financial Partners LLC	4.08K	Jun 30, 26	+4.08K	0.00%
CAPSTONE CAPITAL LLC	4.06K	Jun 30, 26	+4.06K	0.00%
COLTON GROOME FINANCIAL ADVISORS, LLC	4.05K	Jun 30, 26	+4.05K	0.00%
MINDSET WEALTH MANAGEMENT, LLC	4.05K	Jun 30, 26	+4.05K	0.00%
Rinkey Investments	4.03K	Jun 30, 26	+4.03K	0.00%
Wealth Dimensions Group, Ltd.	4.01K	Jun 30, 26	+4.01K	0.00%
COLDSTREAM CAPITAL MANAGEMENT INC	3.99K	Jun 30, 26	+3.99K	0.00%
Broadhurst Jeffrey B	3.93K	Jun 30, 26	+3.93K	0.00%
Cladis Investment Advisory, LLC	3.90K	Jun 30, 26	+3.90K	0.00%
WEDBUSH SECURITIES INC	3.87K	Jun 30, 26	-293	0.00%
Miracle Mile Advisors, LLC	3.81K	Jun 30, 26	-900	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.80K	Jun 30, 26	+3.80K	0.00%
Gateway Wealth Partners, LLC	3.79K	Jun 30, 26	-4.00K	0.00%
RFG HOLDINGS, INC.	3.76K	Jun 30, 26	+3.76K	0.00%
HOWE & RUSLING INC	3.75K	Jun 30, 26	+77	0.00%
SC&H Financial Advisors, Inc.	3.73K	Jun 30, 26	+3.73K	0.00%
DHJJ Financial Advisors, Ltd.	3.71K	Jun 30, 26	--	0.00%
Prosperity Planning, Inc.	3.71K	Jun 30, 26	+3.71K	0.00%
FIRST TRUST ADVISORS LP	3.71K	Jun 30, 26	+3.71K	0.00%
SITTNER & NELSON, LLC	3.70K	Jun 30, 26	--	0.00%
McAdam, LLC	3.69K	Jun 30, 26	+3.69K	0.00%
Ronald Blue Trust, Inc.	3.67K	Jun 30, 26	-42.06K	0.00%
JPL Wealth Management, LLC	3.66K	Jun 30, 26	--	0.00%
AdvisorNet Financial, Inc	3.60K	Jun 30, 26	+10	0.00%
Medallion Wealth Advisors, LLC	3.55K	Jun 30, 26	-98	0.00%
Abound Wealth Management	3.32K	Jun 30, 26	+3	0.00%
NI ACQUISITIONS COMPANY, LLC	3.16K	Jun 30, 26	+3.16K	0.00%
Keating Financial Advisory Services, Inc.	3.13K	Jun 30, 26	--	0.00%
Centennial Bank/AR/	3.04K	Jun 30, 26	+3.04K	0.00%
Pacific Center for Financial Services	3.00K	Jun 30, 26	--	0.00%
Asset Dedication, LLC	2.82K	Jun 30, 26	+1.08K	0.00%
Ares Financial Consulting, LLC	2.72K	Jun 30, 26	+5	0.00%
Russell Investments Group, Ltd.	2.66K	Jun 30, 26	-116	0.00%
FINANCIAL CONSULATE, INC	2.54K	Jun 30, 26	--	0.00%
Hilltop National Bank	2.50K	Jun 30, 26	--	0.00%
FOSTER DYKEMA CABOT & PARTNERS, LLC	2.43K	Jun 30, 26	--	0.00%
American Capital Advisory, LLC	2.42K	Jun 30, 26	-789	0.00%
LOWE BROCKENBROUGH & CO INC	2.40K	Jun 30, 26	--	0.00%
Aspect Partners, LLC	2.24K	Jun 30, 26	--	0.00%
CNB Bank	2.18K	Jun 30, 26	--	0.00%
Trifecta Capital Advisors, LLC	2.13K	Jun 30, 26	--	0.00%
Kings Path Partners LLC	2.01K	Jun 30, 26	--	0.00%
JDM Financial Group LLC	1.90K	Jun 30, 26	--	0.00%
MV CAPITAL MANAGEMENT, INC.	1.87K	Jun 30, 26	--	0.00%
Atlatl Advisers LLC	1.64K	Jun 30, 26	+1.64K	0.00%
Ameritas Investment Partners, Inc.	1.54K	Jun 30, 26	+5	0.00%
CITIGROUP INC	1.50K	Jun 30, 26	+1.50K	0.00%
LifeSteps Financial, Inc.	1.47K	Jun 30, 26	+1.47K	0.00%
Coston, McIsaac & Partners	1.46K	Jun 30, 26	+5	0.00%
Glassman Wealth Services	1.42K	Jun 30, 26	+1.03K	0.00%
THOMPSON INVESTMENT MANAGEMENT, INC.	1.40K	Jun 30, 26	--	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	1.38K	Jun 30, 26	--	0.00%
Cassaday & Co Wealth Management LLC	1.35K	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	1.34K	Jun 30, 26	--	0.00%
Retirement Wealth Solutions LLC	1.34K	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	1.31K	Jun 30, 26	-2.90K	0.00%
EVERMAY WEALTH MANAGEMENT LLC	1.27K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	1.23K	Jun 30, 26	--	0.00%
ST GERMAIN D J CO INC	1.21K	Jun 30, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.20K	Jun 30, 26	+2	0.00%
Pinnacle Bancorp, Inc.	1.06K	Jun 30, 26	--	0.00%
Community Financial Services Group, LLC	1.02K	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	1.00K	Jun 30, 26	--	0.00%
Brooklyn FI, LLC	980	Jun 30, 26	+980	0.00%
VANGUARD ADVISERS INC	965	Jun 30, 26	--	0.00%
Investors Research Corp	954	Jun 30, 26	--	0.00%
SYM FINANCIAL Corp	894	Jun 30, 26	--	0.00%
TIAA Wealth Investment Management LLC	891	Jun 30, 26	+891	0.00%
City State Bank	794	Jun 30, 26	+50	0.00%
Synergy Investment Management, LLC	719	Jun 30, 26	--	0.00%
Hughes Financial Services, LLC	693	Jun 30, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	673	Jun 30, 26	--	0.00%
Gleason Group, Inc.	629	Jun 30, 26	+2	0.00%
Paladin Advisory Group, LLC	621	Jun 30, 26	--	0.00%
TOP Private Wealth LLC.	539	Jun 30, 26	+539	0.00%
HIGHLINE WEALTH PARTNERS LLC	498	Jun 30, 26	--	0.00%
ALERUS FINANCIAL NA	485	Jun 30, 26	--	0.00%
IAG Wealth Partners, LLC	456	Jun 30, 26	--	0.00%
Smallwood Wealth Investment Management, LLC	448	Jun 30, 26	--	0.00%
STEPH & CO	446	Jun 30, 26	--	0.00%
CAMBIENT FAMILY OFFICE, LLC	403	Jun 30, 26	+403	0.00%
Truvestments Capital LLC	374	Jun 30, 26	+1	0.00%
SIMPLEX TRADING, LLC	367	Jun 30, 26	+367	0.00%
Signature Resources Capital Management, LLC	366	Jun 30, 26	--	0.00%
Financial Gravity Companies, Inc.	350	Jun 30, 26	+350	0.00%
Johnson Financial Group, Inc.	343	Jun 30, 26	--	0.00%
True Wealth Design, LLC	286	Jun 30, 26	+286	0.00%
HARBOR INVESTMENT ADVISORY, LLC	221	Jun 30, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	211	Jun 30, 26	--	0.00%
Montgomery Financial Services LLC	196	Jun 30, 26	+196	0.00%
GILL CAPITAL PARTNERS, LLC	195	Jun 30, 26	-760	0.00%
Cranbrook Wealth Management, LLC	179	Jun 30, 26	+179	0.00%
FLAGSHIP WEALTH ADVISORS, LLC	165	Jun 30, 26	+165	0.00%
Strive Financial Group ,LLC	155	Jun 30, 26	--	0.00%
ABOUND FINANCIAL, LLC	110	Jun 30, 26	--	0.00%
TSFG, LLC	80	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	53	Jun 30, 26	+53	0.00%
Archer Investment Corp	36	Jun 30, 26	-382	0.00%
MANNING & NAPIER ADVISORS LLC	23	Jun 30, 26	--	0.00%
HORAN Wealth, LLC	--	Jun 30, 26	-4.61K	--
Cambridge Financial Group, LLC	--	Jun 30, 26	-5.36K	--
CORTLAND ASSOCIATES INC/MO	--	Jun 30, 26	-5.53K	--
Willis Johnson & Associates, Inc.	--	Jun 30, 26	-5.50K	--
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	--	Jun 30, 26	-8.26K	--
MARSHALL INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-478	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-12.81K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-18.12K	--
VERITY Wealth Advisors	--	Jun 30, 26	-12.78K	--
Whalen Wealth Management Inc.	--	Jun 30, 26	-7.04K	--
Aprio Wealth Management, LLC	--	Jun 30, 26	-4.85K	--
Quadrature Capital Ltd	--	Jun 30, 26	-47.63K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-3.23K	--
49 WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-9.01K	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-2.49K	--
GRAND WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-3.58K	--
Royal Fund Management, LLC	--	Jun 30, 26	-4.70K	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-35.10K	--
Golden State Equity Partners	--	Jun 30, 26	-5.46K	--
MIDLAND WEALTH ADVISORS LLC	--	Jun 30, 26	-12.49K	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-5.61K	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-1.02K	--
Wall Street Financial Group, Inc.	--	Jun 30, 26	-1.86K	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-4.84K	--
KM Capital Management Ltd.	--	Jun 30, 26	-2.65K	--
Evanson Asset Management, LLC	1.34M	Mar 31, 26	+5.15K	0.49%
Premier Financial Group	574.92K	Mar 31, 26	-10.96K	0.21%
CWM, LLC	167.04K	Mar 31, 26	+1.03K	0.06%
EXENCIAL WEALTH ADVISORS, LLC	154.71K	Mar 31, 26	-5.64K	0.06%
Cherry Tree Wealth Management, LLC	129.95K	Mar 31, 26	-913	0.05%
Parkside Financial Bank & Trust	29.32K	Mar 31, 26	+1	0.01%
SMITH CHAS P & ASSOCIATES PA CPAS	18.70K	Mar 31, 26	--	0.01%
Red Tortoise LLC	17.86K	Mar 31, 26	--	0.01%
U.S. Capital Wealth Advisors, LLC	15.21K	Mar 31, 26	--	0.01%
Pathfinder Wealth Consulting, Inc.	13.27K	Mar 31, 26	-391	0.00%
Leo Wealth, LLC	12.59K	Mar 31, 26	-831	0.00%
Vivaldi Capital Management LP	10.49K	Mar 31, 26	+12	0.00%
Sunbelt Securities, Inc.	6.29K	Mar 31, 26	+6.29K	0.00%
SIGNET FINANCIAL MANAGEMENT, LLC	4.56K	Mar 31, 26	-224	0.00%
McIlrath & Eck, LLC	1.28K	Mar 31, 26	--	0.00%
Financial Gravity Asset Management, Inc.	350	Mar 31, 26	--	0.00%
Jackson Hole Capital Partners, LLC	--	Mar 31, 26	-2.78K	--
Capital Planning Advisors, LLC	--	Mar 31, 26	-6.74K	--
Grunden Financial Advisory, Inc.	397.27K	Dec 31, 25	+1.51K	0.14%
Yeomans Consulting Group, Inc.	112.06K	Dec 31, 25	+2.90K	0.04%
COMERICA BANK	36.36K	Dec 31, 25	--	0.01%
Running Point Capital Advisors, LLC	21.42K	Dec 31, 25	--	0.01%
Cadence Bank	15.52K	Dec 31, 25	-166	0.01%
O'Brien Wealth Partners LLC	10.96K	Dec 31, 25	+10.96K	0.00%
CIBC Private Wealth Group, LLC	7.82K	Dec 31, 25	-3.59K	0.00%
Alpha Cubed Investments, LLC	6.13K	Dec 31, 25	+79	0.00%
ORG Partners LLC	6.06K	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	1.89K	Dec 31, 25	+1.89K	0.00%
Total Wealth Planning, LLC	--	Dec 31, 25	-113.92K	--
Willow Creek Wealth Management Inc.	1.08M	Sep 30, 25	-4.54K	0.39%
PBMares Wealth Management LLC	358.43K	Sep 30, 25	-6.03K	0.13%
Wealthstream Advisors, Inc.	153.47K	Sep 30, 25	-3.59K	0.06%
Hemington Wealth Management	115.60K	Sep 30, 25	-2.34K	0.04%
WETHERBY ASSET MANAGEMENT INC	65.32K	Sep 30, 25	--	0.02%
ASSET PLANNING CORPORATION	28.52K	Sep 30, 25	-636	0.01%
PINNACLE FINANCIAL PARTNERS INC	20.40K	Sep 30, 25	--	0.01%
Full Sail Capital, LLC	13.70K	Sep 30, 25	+13.70K	0.00%
Fortress Wealth Management, Inc.	10.71K	Sep 30, 25	+18	0.00%
Kathleen S. Wright Associates Inc.	7.35K	Sep 30, 25	--	0.00%
Pineridge Advisors LLC	505	Sep 30, 25	+2	0.00%
Efficient Frontier Advisors LLC	757.53K	Jun 30, 25	-45.87K	0.27%
KRAFT ASSET MANAGEMENT, LLC	281.15K	Jun 30, 25	-13.08K	0.10%
Parkworth Wealth Management, Inc.	86.30K	Jun 30, 25	-648	0.03%
Martin Worley Group	72.30K	Jun 30, 25	--	0.03%
Jentner Corp	69.36K	Jun 30, 25	-8.37K	0.03%
AVANTAX ADVISORY SERVICES, INC.	35.16K	Jun 30, 25	+3.35K	0.01%
Benchmark Wealth Management, LLC	22.53K	Jun 30, 25	+5.58K	0.01%
David Wealth Management LLC	21.03K	Jun 30, 25	-327	0.01%
Atria Wealth Solutions, Inc.	19.05K	Jun 30, 25	+323	0.01%
FUTURE YOU WEALTH LLC	15.22K	Jun 30, 25	--	0.01%
Congress Wealth Management LLC / DE /	12.85K	Jun 30, 25	+437	0.00%
PrairieView Partners, LLC	2.90K	Jun 30, 25	-42	0.00%
Iron Horse Wealth Management, LLC	49	Jun 30, 25	--	0.00%
Sandy Spring Bank	307.84K	Mar 31, 25	-21.25K	0.11%
Vista Wealth Management Group, LLC	41.28K	Mar 31, 25	-2.23K	0.01%
Marcum Wealth, LLC	35.50K	Mar 31, 25	+124	0.01%
Orion Portfolio Solutions, LLC	19.68K	Mar 31, 25	-10.66K	0.01%
Monterey Private Wealth, Inc.	15.37K	Mar 31, 25	+49	0.01%
Delta Financial Group, Inc.	6.20K	Mar 31, 25	--	0.00%
Safeguard Financial, LLC	5.65K	Mar 31, 25	-7.76K	0.00%
CAROLINAS WEALTH CONSULTING LLC	1.25K	Mar 31, 25	+4	0.00%
Lindbrook Capital, LLC	1.14K	Mar 31, 25	--	0.00%
Merriman Wealth Management, LLC	646.93K	Dec 31, 24	-21.08K	0.23%
M Financial Asset Management, Inc.	126.74K	Dec 31, 24	-20.18K	0.05%
Cassady Schiller Wealth Management, LLC	61.96K	Dec 31, 24	-5.43K	0.02%
Peninsula Wealth, LLC	48.34K	Dec 31, 24	+117	0.02%
Carlson Capital Management	37.28K	Dec 31, 24	+213	0.01%
Kades & Cheifetz LLC	11.84K	Dec 31, 24	+2.14K	0.00%
Kiely Wealth Advisory Group, Inc.	11.15K	Dec 31, 24	+4.18K	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	4.42K	Dec 31, 24	-451	0.00%
Householder Group Estate & Retirement Specialist, LLC	4.17K	Dec 31, 24	+278	0.00%
AlphaMark Advisors, LLC	500	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	1.11M	Sep 30, 24	+165.09K	0.40%
Advisory Services & Investments, LLC	207.40K	Sep 30, 24	-47.06K	0.08%
Waypoint Capital Advisors, LLC	92.28K	Sep 30, 24	--	0.03%
RAYMOND JAMES & ASSOCIATES	45.31K	Sep 30, 24	+7.76K	0.02%
GUNN & Co INVESTMENT MANAGEMENT, INC.	20.57K	Sep 30, 24	--	0.01%
PRIO WEALTH LIMITED PARTNERSHIP	17.80K	Sep 30, 24	--	0.01%
Kingfisher Capital LLC	14.24K	Sep 30, 24	+6.97K	0.01%
TNF LLC	10.67K	Sep 30, 24	--	0.00%
RAYMOND JAMES TRUST N.A.	9.48K	Sep 30, 24	-210	0.00%
FinTrust Capital Advisors, LLC	691	Sep 30, 24	+3	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	14.43M	Jun 30, 24	-79.19K	5.23%
FMFE Wealth Management, LLC	601.61K	Jun 30, 24	+6.63K	0.22%
Private Ocean, LLC	214.10K	Jun 30, 24	-2.69K	0.08%
KARPAS STRATEGIES, LLC	8.32K	Jun 30, 24	+2.95K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	155	Jun 30, 24	+155	0.00%
ML & R WEALTH MANAGEMENT LLC	2.12M	Mar 31, 24	-119.99K	0.77%
SOUNDMARK WEALTH MANAGEMENT, LLC	264.52K	Mar 31, 24	-8.62K	0.10%
Cetera Advisor Networks LLC	187.46K	Mar 31, 24	+65.75K	0.07%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	64.39K	Mar 31, 24	-116	0.02%
Cetera Advisors LLC	22.83K	Mar 31, 24	+15.02K	0.01%
Bromfield Sneider Wealth Advisors	2.82K	Mar 31, 24	--	0.00%
CAMBRIDGE TRUST CO	177	Mar 31, 24	-200	0.00%
RESOURCE CONSULTING GROUP INC	4.57M	Dec 31, 23	-31.82K	1.66%
Bridgeworth, LLC	980.56K	Dec 31, 23	+287.13K	0.36%
Paragon Wealth Strategies, LLC	773.93K	Dec 31, 23	+773.93K	0.28%
Resource Planning Group	68.39K	Dec 31, 23	+68.39K	0.02%
Curi Wealth Management, LLC	15.30K	Dec 31, 23	+59	0.01%
Baystate Wealth Management LLC	14.15K	Dec 31, 23	+55	0.01%
PATHSTONE FAMILY OFFICE, LLC	1.16M	Sep 30, 23	-219.59K	0.42%
Steward Financial Group LLC	573.77K	Sep 30, 23	+22.59K	0.21%
ADVISOR PARTNERS II, LLC	342.91K	Sep 30, 23	+3.49K	0.12%
TRIAD FINANCIAL ADVISORS, INC.	206.33K	Sep 30, 23	-2.88K	0.07%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	79.07K	Sep 30, 23	-30.06K	0.03%
3D/L Capital Management, LLC	58.55K	Sep 30, 23	-648	0.02%
COLONY GROUP LLC	22.93K	Sep 30, 23	+82	0.01%
WealthOne, LLC	12.26K	Sep 30, 23	--	0.00%
TIEDEMANN ADVISORS, LLC	8.82K	Sep 30, 23	+286	0.00%
V Wealth Advisors LLC	--	Sep 30, 23	-15.48K	--
Veritable, L.P.	129.87K	Jun 30, 23	-28.53K	0.05%
Relaxing Retirement Coach	92.35K	Jun 30, 23	+26.62K	0.03%
TIAA, FSB	88.31K	Jun 30, 23	+19.13K	0.03%
LEO BROKERAGE, LLC	15.04K	Jun 30, 23	+76	0.01%
BerganKDV Wealth Management, LLC	2.24K	Jun 30, 23	--	0.00%
STONNINGTON GROUP, LLC	900.47K	Mar 31, 23	-80.00K	0.33%
Clear Perspectives Financial Planning, LLC	15.75K	Mar 31, 23	-31	0.01%
Baldrige Asset Management LLC	12.36K	Mar 31, 23	--	0.00%
ASSET MANAGEMENT CORP /IL/ /ADV	9.80K	Mar 31, 23	+610	0.00%
Equius Partners, Inc.	2.97M	Dec 31, 22	-58.90K	1.08%
Sanford Advisory Services, LLC	32.32K	Dec 31, 22	+32.32K	0.01%
Burleson & Company, LLC	25.58K	Dec 31, 22	--	0.01%
Personal Capital Advisors Corp	22.22K	Dec 31, 22	--	0.01%
Align Wealth Management, LLC	16.60K	Dec 31, 22	+16.60K	0.01%
RESOLUTE FINANCIAL, LLC	11.05K	Dec 31, 22	+32	0.00%
TRUSTCORE FINANCIAL SERVICES, LLC	3.62K	Dec 31, 22	+11	0.00%
BALASA DINVERNO & FOLTZ LLC	7.64M	Sep 30, 22	-22.32K	2.77%
Radnor Financial Advisors, LLC	1.79M	Sep 30, 22	+73.01K	0.65%
WIPFLI FINANCIAL ADVISORS LLC,	1.70M	Sep 30, 22	+1.70M	0.62%
DOWLING & YAHNKE LLC	1.20M	Sep 30, 22	+169.45K	0.44%
CPWM, LLC	633.06K	Sep 30, 22	+301.74K	0.23%
BRR OpCo, LLC	94.11K	Sep 30, 22	+94.11K	0.03%
MUFG Americas Holdings Corp	18.76K	Sep 30, 22	-2.04K	0.01%
RGT Wealth Advisors, LLC	12.91K	Sep 30, 22	-6.47K	0.00%
Covington Capital Management	12.78K	Sep 30, 22	--	0.00%
American Portfolios Advisors	2.07K	Sep 30, 22	+2.07K	0.00%
Surevest, LLC	--	Sep 30, 22	-2.85K	--
CADENCE BANK NA	--	Sep 30, 22	-13.02K	--
Lake Point Wealth Management	261.85K	Jun 30, 22	+261.85K	0.09%
Intersect Capital LLC	198.85K	Jun 30, 22	+198.85K	0.07%
ADVISOR PARTNERS LLC	114.25K	Jun 30, 22	+114.25K	0.04%
BT Wealth Management LLC	12.06K	Jun 30, 22	+12.06K	0.00%

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

43.37M

Jun 30, 26

+1.03M

15.73%

Savant Capital, LLC

15.25M

Jun 30, 26

-148.71K

5.53%

Colony Group, LLC

14.22M

Jun 30, 26

-477.37K

5.16%

Index Fund Advisors, Inc.

5.79M

Jun 30, 26

+48.79K

2.10%

Buckingham Strategic Partners

5.00M

Jun 30, 26

+49.88K

1.81%

NORTHERN TRUST CORP

4.89M

Jun 30, 26

-651.77K

1.77%

Creative Planning

4.87M

Jun 30, 26

-87.42K

1.76%

HighTower Advisors, LLC

4.43M

Jun 30, 26

-34.81K

1.61%

TCI Wealth Advisors, Inc.

4.04M

Jun 30, 26

+580.69K

1.47%

CI Private Wealth, LLC

3.80M

Jun 30, 26

-5.93M

1.38%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

3.36M

Jun 30, 26

+160.60K

1.22%

Plancorp, LLC

3.24M

Jun 30, 26

-2.32M

1.18%

Cerity Partners LLC

2.64M

Jun 30, 26

+111.52K

0.96%

Modera Wealth Management, LLC

2.29M

Jun 30, 26

+111.92K

0.83%

MASECO LLP

2.00M

Jun 30, 26

-21.76K

0.73%

Truepoint, Inc.

1.90M

Jun 30, 26

-40.90K

0.69%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.85M

Jun 30, 26

+46.70K

0.67%

Trust Co of the South

1.72M

Jun 30, 26

-4.71K

0.62%

JACKSON THORNTON ASSET MANAGEMENT, LLC

1.67M

Jun 30, 26

-4.82K

0.61%

RAYMOND JAMES FINANCIAL INC

1.41M

Jun 30, 26

+34.58K

0.51%

Integrated Wealth Concepts LLC

1.39M

Jun 30, 26

+628.85K

0.50%

Beacon Pointe Advisors, LLC

1.34M

Jun 30, 26

-31.47K

0.49%

LPL Financial LLC

1.34M

Jun 30, 26

-25.04K

0.49%

Evanson Financial, LLC

1.32M

Jun 30, 26

+1.32M

0.48%

CHOREO, LLC

1.28M

Jun 30, 26

+3.90K

0.47%

Foster Group, Inc.

1.26M

Jun 30, 26

-10.74K

0.46%

Beaird Harris Wealth Management, LLC

1.19M

Jun 30, 26

-31.56K

0.43%

Forum Financial Management, LP

1.16M

Jun 30, 26

-14.38K

0.42%

Pathstone Holdings, LLC

1.13M

Jun 30, 26

-26.18K

0.41%

Apella Capital, LLC

1.07M

Jun 30, 26

-4.86K

0.39%

Parkwoods Wealth Partners, LLC

1.06M

Jun 30, 26

+38.22K

0.39%

Schoolcraft Capital LLC

1.05M

Jun 30, 26

-13.33K

0.38%

MONOGRAPH WEALTH ADVISORS, LLC

1.02M

Jun 30, 26

+7.60K

0.37%

Triune Financial Partners, LLC

981.94K

Jun 30, 26

+25.53K

0.36%

Team Hewins, LLC

951.80K

Jun 30, 26

-12.57K

0.35%

CLUNE & ASSOCIATES, LTD.

948.21K

Jun 30, 26

+229.84K

0.34%

TFC Financial Management, Inc.

905.75K

Jun 30, 26

-3.40K

0.33%

KEB ASSET MANAGEMENT, LLC

900.33K

Jun 30, 26

+51.18K

0.33%

Porter White Investment Advisors, Inc.

886.81K

Jun 30, 26

-91.14K

0.32%

Elser Financial Planning, Inc

882.67K

Jun 30, 26

-9.31K

0.32%

Smartleaf Asset Management LLC

847.22K

Jun 30, 26

0.31%

Disciplined Equity Management, Inc.

838.89K

Jun 30, 26

+30.19K

0.30%

Heritage Investment Group, Inc.

836.66K

Jun 30, 26

-8.81K

0.30%

Verus Financial Partners, Inc.

833.51K

Jun 30, 26

+82.17K

0.30%

Guardian Wealth Management, LLC

824.33K

Jun 30, 26

-19.18K

0.30%

SAX WEALTH ADVISORS, LLC

814.03K

Jun 30, 26

+2.03K

0.30%

CAPITAL PERFORMANCE ADVISORS LLP

792.21K

Jun 30, 26

-8.27K

0.29%

Timonier Family Office, LTD.

769.97K

Jun 30, 26

+769.97K

0.28%

Wescott Financial Advisory Group, LLC

754.35K

Jun 30, 26

-17.39K

0.27%

DIXON FNANCIAL SERVICES, INC.

745.78K

Jun 30, 26

-4.78K

0.27%

MISSION WEALTH MANAGEMENT, LP

715.50K

Jun 30, 26

+2.39K

0.26%

Richard Young Associates, Ltd.

708.43K

Jun 30, 26

-1.60K

0.26%

ASPIRIANT, LLC

707.13K

Jun 30, 26

-1.09K

0.26%

Allworth Financial LP

704.81K

Jun 30, 26

-399.20K

0.26%

Tillman Hartley LLC

702.05K

Jun 30, 26

-9.37K

0.25%

Planning Center, Inc.

699.13K

Jun 30, 26

-12.21K

0.25%

Wealth Management Nebraska

698.11K

Jun 30, 26

-8.74K

0.25%

ENVESTNET ASSET MANAGEMENT INC

681.48K

Jun 30, 26

-66.98K

0.25%

Wealth Architects, LLC

679.20K

Jun 30, 26

-21.10K

0.25%

Mariner, LLC

675.01K

Jun 30, 26

-54.21K

0.24%

Heritage Wealth Management, Inc./Texas

667.60K

Jun 30, 26

-20.35K

0.24%

CARDIFF PARK ADVISORS, LLC

632.08K

Jun 30, 26

-9.26K

0.23%

COMMONWEALTH EQUITY SERVICES, LLC

602.67K

Jun 30, 26

-22.83K

0.22%

McLean Asset Management Corp

600.06K

Jun 30, 26

-14.47K

0.22%

Three Arch Wealth Management LLC

598.70K

Jun 30, 26

-2.56K

0.22%

Farther Finance Advisors, LLC

582.57K

Jun 30, 26

+21.34K

0.21%

RW Investment Management LLC

575.72K

Jun 30, 26

-11.72K

0.21%

AQR CAPITAL MANAGEMENT LLC

563.27K

Jun 30, 26

+117.58K

0.20%

M Holdings Securities, Inc.

557.56K

Jun 30, 26

-212.03K

0.20%

Meritas Wealth Management, LLC

555.35K

Jun 30, 26

-3.33K

0.20%

TFO-TDC, LLC

553.05K

Jun 30, 26

-6.13K

0.20%

WPWealth LLP

547.55K

Jun 30, 26

-52.91K

0.20%

ShankerValleau Wealth Advisors, Inc.

544.04K

Jun 30, 26

-31.62K

0.20%

LRI Investments, LLC

542.43K

Jun 30, 26

-1.91K

0.20%

Moisand Fitzgerald Tamayo, LLC

535.10K

Jun 30, 26

-9.48K

0.19%

Symmetry Partners, LLC

517.26K

Jun 30, 26

-28.99K

0.19%

FISCHER INVESTMENT STRATEGIES, LLC

513.88K

Jun 30, 26

+86.39K

0.19%

BAYSHORE ASSET MANAGEMENT, LLC

506.33K

Jun 30, 26

-11.99K

0.18%

WorthPointe, LLC

505.06K

Jun 30, 26

-14.89K

0.18%

BENNINGFIELD FINANCIAL ADVISORS, LLC

504.43K

Jun 30, 26

-2.38K

0.18%

Petersen Hastings Wealth Advisors Inc.

503.16K

Jun 30, 26

-7.18K

0.18%

1900 WEALTH MANAGEMENT LLC

497.23K

Jun 30, 26

-11.02K

0.18%

STIFEL FINANCIAL CORP

484.26K

Jun 30, 26

+5.70K

0.18%

MATHER GROUP, LLC.

474.84K

Jun 30, 26

-3.15K

0.17%

American Investment Services, Inc.

474.68K

Jun 30, 26

-5.65K

0.17%

RS CRUM INC.

471.47K

Jun 30, 26

+1.22K

0.17%

Prudent Man Investment Management, Inc.

471.44K

Jun 30, 26

-8.18K

0.17%

Cetera Investment Advisers

468.54K

Jun 30, 26

+11.67K

0.17%

UBS Group AG

458.69K

Jun 30, 26

+47.82K

0.17%

DiNuzzo Private Wealth, Inc.

452.67K

Jun 30, 26

-2.78K

0.16%

LEGACY FINANCIAL GROUP, INC.

452.00K

Jun 30, 26

-16.03K

0.16%

BAKER BOYER NATIONAL BANK

435.46K

Jun 30, 26

-6.68K

0.16%

Sequoia Financial Advisors, LLC

420.70K

Jun 30, 26

-14.93K

0.15%

Quantinno Capital Management LP

409.34K

Jun 30, 26

+70.33K

0.15%

Graves Light Lenhart Wealth, Inc.

402.89K

Jun 30, 26

+49.08K

0.15%

DOPKINS WEALTH MANAGEMENT, LLC

401.37K

Jun 30, 26

-4.43K

0.15%

Confluence Wealth Services, Inc.

387.97K

Jun 30, 26

+16.66K

0.14%

CLARIS ADVISORS, LLC / MO /

384.56K

Jun 30, 26

-9.48K

0.14%

TWO SIGMA INVESTMENTS, LP

383.50K

Jun 30, 26

+383.50K

0.14%

Financial Engines Advisors L.L.C.

374.53K

Jun 30, 26

-11.85K

0.14%

JPMORGAN CHASE & CO

357.89K

Jun 30, 26

+39.36K

0.13%

ADVISOR GROUP HOLDINGS, INC.

356.58K

Jun 30, 26

+57.39K

0.13%

Atlantic Union Bankshares Corp

342.27K

Jun 30, 26

+27.85K

0.12%

MOSAIC FAMILY WEALTH PARTNERS, LLC

335.83K

Jun 30, 26

+237

0.12%

JUNCTURE WEALTH STRATEGIES, LLC

334.72K

Jun 30, 26

-30.66K

0.12%

Pillar Financial Advisors, LLC

332.45K

Jun 30, 26

-989

0.12%

Spire Wealth Management

330.16K

Jun 30, 26

+4.22K

0.12%

MAI Capital Management

329.15K

Jun 30, 26

+134.35K

0.12%

Root Financial Partners, LLC

326.50K

Jun 30, 26

-247.32K

0.12%

Ruedi Wealth Management, Inc.

325.75K

Jun 30, 26

-3.84K

0.12%

Austin Asset Management Co Inc

323.88K

Jun 30, 26

-2.76K

0.12%

Savvy Advisors, Inc.

322.27K

Jun 30, 26

+2.09K

0.12%

Summit Wealth Group, LLC

319.09K

Jun 30, 26

+7.91K

0.12%

Financial Synergies Wealth Advisors, Inc.

318.72K

Jun 30, 26

+786

0.12%

Navigoe, LLC

318.30K

Jun 30, 26

-2.99K

0.12%

BIP Wealth, LLC

317.91K

Jun 30, 26

+35.46K

0.12%

Larson Financial Group LLC

313.86K

Jun 30, 26

-6.06K

0.11%

PINNEY & SCOFIELD, INC.

311.76K

Jun 30, 26

-5.69K

0.11%

Resources Investment Advisors, LLC.

310.47K

Jun 30, 26

-5.47K

0.11%

Squire Investment Management Company, LLC

297.90K

Jun 30, 26

-106

0.11%

MORGAN STANLEY

296.92K

Jun 30, 26

+9.79K

0.11%

Diversified Portfolios, Inc.

291.59K

Jun 30, 26

-2.86K

0.11%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

288.41K

Jun 30, 26

-3.93K

0.10%

Dynamic Advisor Solutions LLC

286.99K

Jun 30, 26

-5.68K

0.10%

New Dimensions Wealth Management, LLC

286.31K

Jun 30, 26

+8.79K

0.10%

Altiora Financial Group, LLC

279.47K

Jun 30, 26

-15

0.10%

Sterling Wealth Management, Inc.

275.22K

Jun 30, 26

-9.82K

0.10%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

269.71K

Jun 30, 26

+9.28K

0.10%

Frankly Finances, LLC

268.24K

Jun 30, 26

0.10%

BANK OF MONTREAL /CAN/

262.44K

Jun 30, 26

+18.95K

0.10%

Vise Technologies, Inc.

261.92K

Jun 30, 26

-221.56K

0.09%

Bridgewater Advisors Inc.

258.23K

Jun 30, 26

+313

0.09%

Kestra Advisory Services, LLC

254.11K

Jun 30, 26

-2.92K

0.09%

EP Wealth Advisors, LLC

253.96K

Jun 30, 26

+12.86K

0.09%

Lauterbach Financial Advisors, LLC

251.82K

Jun 30, 26

-6.43K

0.09%

VESTIA PERSONAL WEALTH ADVISORS

249.88K

Jun 30, 26

+287

0.09%

WELLS FARGO & COMPANY/MN

242.83K

Jun 30, 26

-19.29K

0.09%

Burk Holdings LLC

230.95K

Jun 30, 26

+3.76K

0.08%

Investmark Advisory Group LLC

228.17K

Jun 30, 26

+1.11K

0.08%

Atomi Financial Group, Inc.

223.96K

Jun 30, 26

+15.64K

0.08%

RTD Financial Advisors, Inc.

218.65K

Jun 30, 26

-2.81K

0.08%

JDH Wealth Management, LLC

213.48K

Jun 30, 26

-5.44K

0.08%

Capstone Wealth Management, LLC

211.21K

Jun 30, 26

-869

0.08%

Walsh & Associates, LLC

209.45K

Jun 30, 26

+22.42K

0.08%

Versant Capital Management, Inc

203.51K

Jun 30, 26

-1.38K

0.07%

TOBIAS FINANCIAL ADVISORS, INC.

201.19K

Jun 30, 26

-4.08K

0.07%

FIDUCIARY FINANCIAL ADVISORS

199.13K

Jun 30, 26

+90.72K

0.07%

RF&L WEALTH MANAGEMENT, LLC

198.01K

Jun 30, 26

-2.92K

0.07%

Visionary Wealth Advisors

194.56K

Jun 30, 26

+2.86K

0.07%

TRUIST FINANCIAL CORP

194.51K

Jun 30, 26

+14.31K

0.07%

JONES FINANCIAL COMPANIES LLLP

193.27K

Jun 30, 26

-11.96K

0.07%

Level Financial Advisors, Inc.

190.21K

Jun 30, 26

-2.96K

0.07%

Wealthspire Advisors, LLC

185.26K

Jun 30, 26

+6.91K

0.07%

BANK OF AMERICA CORP /DE/

184.34K

Jun 30, 26

-140

0.07%

Werba Rubin Papier Wealth Management

183.41K

Jun 30, 26

-1.56K

0.07%

Greenspring Advisors, LLC

181.84K

Jun 30, 26

-18.07K

0.07%

Peirce Capital Management, LLC

178.59K

Jun 30, 26

-15.96K

0.06%

Financial Harvest, LLC

173.17K

Jun 30, 26

-1.76K

0.06%

Belleair Asset Management, LLC

168.15K

Jun 30, 26

0.06%

BAKER TILLY WEALTH MANAGEMENT, LLC

166.51K

Jun 30, 26

-5.15K

0.06%

Strathmore Capital Advisors, Inc.

163.67K

Jun 30, 26

-4.46K

0.06%

Ariadne Wealth Management, LP

162.94K

Jun 30, 26

+10

0.06%

TruNorth Capital Management, LLC

162.87K

Jun 30, 26

-657

0.06%

Sprinkle Financial Consultants LLC

156.97K

Jun 30, 26

-27

0.06%

Seneschal Advisors, LLC

155.56K

Jun 30, 26

-6.69K

0.06%

Weinberger Asset Management, Inc

153.56K

Jun 30, 26

+12.14K

0.06%

Strategic Investment Solutions, Inc. /IL

153.18K

Jun 30, 26

+23.05K

0.06%

Woodward Financial Advisors, Inc.

152.58K

Jun 30, 26

+152.58K

0.06%

ROYAL BANK OF CANADA

151.46K

Jun 30, 26

+33.85K

0.05%

Lutz Financial Services LLC

148.28K

Jun 30, 26

-2.28K

0.05%

Merit Financial Group, LLC

142.00K

Jun 30, 26

+24.32K

0.05%

Kondo Wealth Advisors, Inc.

140.46K

Jun 30, 26

-2.50K

0.05%

NORTHWEST WEALTH MANAGEMENT, LLC

139.13K

Jun 30, 26

+3.26K

0.05%

CarsonAllaria Wealth Management, Ltd.

137.92K

Jun 30, 26

-518

0.05%

Sollinda Capital Management LLC

136.91K

Jun 30, 26

+23.18K

0.05%

FMR LLC

136.23K

Jun 30, 26

+12.71K

0.05%

Abacus Wealth Partners, LLC

134.40K

Jun 30, 26

-1.01K

0.05%

FIRST NATIONAL BANK SIOUX FALLS

134.25K

Jun 30, 26

0.05%

Kooman & Associates

134.10K

Jun 30, 26

-335.21K

0.05%

Aegis Wealth Management LLC

133.28K

Jun 30, 26

-2.55K

0.05%

Addison Advisors LLC

132.73K

Jun 30, 26

-140.89K

0.05%

JFS WEALTH ADVISORS, LLC

131.87K

Jun 30, 26

-20.13K

0.05%

CAPTRUST FINANCIAL ADVISORS

131.60K

Jun 30, 26

-4.02K

0.05%

TCG Advisory Services, LLC

131.34K

Jun 30, 26

+3.70K

0.05%

EnRich Financial Partners LLC

130.20K

Jun 30, 26

-1.43K

0.05%

LAM GROUP, INC.

129.44K

Jun 30, 26

0.05%

BUILDER INVESTMENT GROUP INC /ADV

127.39K

Jun 30, 26

0.05%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

127.27K

Jun 30, 26

-1.11K

0.05%

BOK Financial Private Wealth, Inc.

125.95K

Jun 30, 26

+1.85K

0.05%

GEM Asset Management, LLC

125.37K

Jun 30, 26

-2.09K

0.05%

Annandale Capital, LLC

125.27K

Jun 30, 26

+63

0.05%

Cambridge Investment Research Advisors, Inc.

125.19K

Jun 30, 26

+599

0.05%

Gradient Capital Advisors, LLC

124.81K

Jun 30, 26

-1.11K

0.05%

Shearwater Capital LLC

123.24K

Jun 30, 26

-9.82K

0.04%

WNY Asset Management, LLC

122.08K

Jun 30, 26

-355

0.04%

EverSource Wealth Advisors, LLC

119.83K

Jun 30, 26

-68.90K

0.04%

Envestnet Portfolio Solutions, Inc.

118.78K

Jun 30, 26

+396

0.04%

FORTERIS WEALTH MANAGEMENT INC.

117.27K

Jun 30, 26

+15

0.04%

PFG Advisors

116.47K

Jun 30, 26

-150

0.04%

Colorado Capital Management, Inc.

113.21K

Jun 30, 26

-13.86K

0.04%

Simplicity Wealth,LLC

112.68K

Jun 30, 26

-328

0.04%

Evensky & Katz LLC

111.31K

Jun 30, 26

+1.28K

0.04%

Wolfstich Capital, LLC

111.10K

Jun 30, 26

+111.10K

0.04%

AG Asset Advisory, LLC

108.84K

Jun 30, 26

-4.29K

0.04%

CITADEL ADVISORS LLC

106.43K

Jun 30, 26

+106.43K

0.04%

FMB WEALTH MANAGEMENT

103.73K

Jun 30, 26

-1.96K

0.04%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

103.63K

Jun 30, 26

-1.62K

0.04%

Cascade Wealth Advisors, Inc

103.45K

Jun 30, 26

+10.34K

0.04%

COGENT STRATEGIC WEALTH LLC

103.30K

Jun 30, 26

-6.71K

0.04%

Trace Wealth Advisors, LLC

101.16K

Jun 30, 26

0.04%

Vannoy Advisory Group, Inc.

100.00K

Jun 30, 26

-200

0.04%

Stratos Wealth Partners, LTD.

99.60K

Jun 30, 26

-8.09K

0.04%

Joel Isaacson & Co., LLC

99.49K

Jun 30, 26

0.04%

Verdence Capital Advisors LLC

99.38K

Jun 30, 26

+1.29K

0.04%

55 North Private Wealth, LLC

99.01K

Jun 30, 26

+20.36K

0.04%

Investment Advisory Group, LLC

98.10K

Jun 30, 26

-96

0.04%

MML INVESTORS SERVICES, LLC

97.35K

Jun 30, 26

+38.11K

0.04%

SwitchPoint Financial Planning, LLC

97.25K

Jun 30, 26

+164

0.04%

US BANCORP \DE\

95.24K

Jun 30, 26

-978

0.03%

Summit Financial Strategies, Inc.

94.87K

Jun 30, 26

-482

0.03%

HMV Wealth Advisors, LLC

92.51K

Jun 30, 26

-1.43K

0.03%

Arkadios Wealth Advisors

92.49K

Jun 30, 26

-5.25K

0.03%

McCartney Wealth Management LLC

91.25K

Jun 30, 26

-641

0.03%

MARSHALL WACE, LLP

89.72K

Jun 30, 26

+89.72K

0.03%

MONETA GROUP INVESTMENT ADVISORS LLC

89.08K

Jun 30, 26

-268

0.03%

Rockefeller Capital Management L.P.

87.75K

Jun 30, 26

-11.68K

0.03%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

87.13K

Jun 30, 26

+2.65K

0.03%

Pacific Asset Management, LLC

86.76K

Jun 30, 26

-386

0.03%

Intelligent Financial Strategies

83.72K

Jun 30, 26

0.03%

Private Advisor Group, LLC

81.05K

Jun 30, 26

+39.21K

0.03%

Cloud Capital Management, LLC

80.84K

Jun 30, 26

+9.08K

0.03%

Tumwater Wealth Management, LLC

80.24K

Jun 30, 26

-987

0.03%

Platform Wealth Management, LLC

80.14K

Jun 30, 26

+80.14K

0.03%

BluePrint Investing LLC

78.58K

Jun 30, 26

-3.29K

0.03%

VIRTUE ASSET MANAGEMENT LLC

76.97K

Jun 30, 26

0.03%

WASHINGTON TRUST Co

75.10K

Jun 30, 26

0.03%

Kilner Capital Advisors, LLC

74.47K

Jun 30, 26

-803

0.03%

TAGStone Capital, Inc.

74.23K

Jun 30, 26

-1.18K

0.03%

Embree Financial Group

74.11K

Jun 30, 26

-1.59K

0.03%

Aspen Capital Management, LLC

73.84K

Jun 30, 26

+87

0.03%

Axis Wealth Partners, LLC

73.18K

Jun 30, 26

-4.71K

0.03%

Vistica Wealth Advisors, LLC

72.99K

Jun 30, 26

+716

0.03%

REGIONS FINANCIAL CORP

71.33K

Jun 30, 26

-326

0.03%

Prospera Financial Services Inc

70.57K

Jun 30, 26

0.03%

Wealth Advisors Northwest LLC

68.61K

Jun 30, 26

-2.27K

0.02%

BWM Planning, LLC

67.71K

Jun 30, 26

0.02%

Capital Investment Advisory Services, LLC

66.67K

Jun 30, 26

+13.20K

0.02%

Clearstead Advisors, LLC

66.31K

Jun 30, 26

+86

0.02%

Glass Jacobson Investment Advisors llc

65.63K

Jun 30, 26

+673

0.02%

LAIRD NORTON TRUST COMPANY, LLC

65.32K

Jun 30, 26

0.02%

Navigate Wealth Management, LLC

62.74K

Jun 30, 26

-642

0.02%

Zhang Financial LLC

62.70K

Jun 30, 26

-5.31K

0.02%

Woodside Wealth Management LLC

62.17K

Jun 30, 26

-150

0.02%

Disciplined Investments, LLC

62.16K

Jun 30, 26

-3.40K

0.02%

Clark Asset Management, LLC

61.52K

Jun 30, 26

+3.35K

0.02%

MELFA WEALTH MANAGEMENT, LLC

59.75K

Jun 30, 26

-2.59K

0.02%

Clarity Capital Advisors, LLC

59.72K

Jun 30, 26

+531

0.02%

Westmount Partners, LLC

59.58K

Jun 30, 26

-658

0.02%

Robertson Stephens Wealth Management, LLC

58.80K

Jun 30, 26

0.02%

Triumph Capital Management

57.41K

Jun 30, 26

+12

0.02%

Cresset Asset Management, LLC

57.22K

Jun 30, 26

-7.78K

0.02%

CENTRAL TRUST Co

57.15K

Jun 30, 26

+37.33K

0.02%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

56.73K

Jun 30, 26

0.02%

Cypress Wealth Services, LLC

55.99K

Jun 30, 26

-2.35K

0.02%

Fonville Wealth Management LLC

55.44K

Jun 30, 26

-17

0.02%

Aptus Capital Advisors, LLC

54.79K

Jun 30, 26

+39

0.02%

Family CFO Inc

54.65K

Jun 30, 26

-777

0.02%

Bank of New York Mellon Corp

54.47K

Jun 30, 26

-5.81K

0.02%

Foundation Wealth Management, LLC\PA

53.78K

Jun 30, 26

0.02%

Daybright Advisory Services, Inc.

53.37K

Jun 30, 26

+64

0.02%

Quantum Financial Advisors, LLC

53.11K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

52.75K

Jun 30, 26

+36

0.02%

Generations Wealth, LLC

52.24K

Jun 30, 26

-16.63K

0.02%

Warwick Investment Management, Inc.

51.91K

Jun 30, 26

0.02%

Nicholas Hoffman & Company, LLC.

51.12K

Jun 30, 26

0.02%

RMB Capital Management, LLC

49.83K

Jun 30, 26

+156

0.02%

IFP Advisors, Inc

49.36K

Jun 30, 26

+6.64K

0.02%

BLAIR WILLIAM & CO/IL

48.91K

Jun 30, 26

+133

0.02%

POINCIANA ADVISORS GROUP, LLC

48.04K

Jun 30, 26

-9.00K

0.02%

Global Retirement Partners, LLC

47.62K

Jun 30, 26

+47.62K

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

47.52K

Jun 30, 26

+47.52K

0.02%

Chicago Partners Investment Group LLC

47.31K

Jun 30, 26

-212

0.02%

25 LLC

46.50K

Jun 30, 26

+90

0.02%

NewEdge Advisors, LLC

45.49K

Jun 30, 26

+7.16K

0.02%

Kane Co Wealth Management, Inc.

44.37K

Jun 30, 26

-780

0.02%

IEQ CAPITAL, LLC

44.29K

Jun 30, 26

-3.14K

0.02%

Stone Point Wealth LLC

44.27K

Jun 30, 26

-55

0.02%

TRED AVON FAMILY WEALTH, LLC

42.44K

Jun 30, 26

+535

0.02%

Samalin Investment Counsel, LLC

42.16K

Jun 30, 26

-180

0.02%

CURIO WEALTH, LLC

41.96K

Jun 30, 26

-143

0.02%

Tarbox Family Office, Inc.

41.86K

Jun 30, 26

0.02%

Equitable Holdings, Inc.

41.51K

Jun 30, 26

-86

0.02%

IFG Advisors, LLC

40.52K

Jun 30, 26

0.01%

Rialto Wealth Management, LLC

40.43K

Jun 30, 26

0.01%

Valued Wealth Advisors LLC

39.98K

Jun 30, 26

-3.48K

0.01%

Aurelius Family Office LLC

39.24K

Jun 30, 26

-848

0.01%

CFS Investment Advisory Services, LLC

38.74K

Jun 30, 26

-2.32K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

38.73K

Jun 30, 26

-790

0.01%

Diversify Advisory Services, LLC

38.38K

Jun 30, 26

+38.38K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

38.38K

Jun 30, 26

+7.26K

0.01%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

37.76K

Jun 30, 26

-242

0.01%

BROWN ADVISORY INC

37.34K

Jun 30, 26

-1.81K

0.01%

MATAURO, LLC

37.06K

Jun 30, 26

+2.91K

0.01%

KAVAR CAPITAL PARTNERS GROUP, LLC

36.83K

Jun 30, 26

0.01%

FAS Wealth Partners, Inc.

36.31K

Jun 30, 26

+119

0.01%

Entelevest, LLC

36.00K

Jun 30, 26

-848

0.01%

JOHNSON INVESTMENT COUNSEL INC

35.98K

Jun 30, 26

0.01%

IFG Advisory, LLC

34.95K

Jun 30, 26

+34.74K

0.01%

Cambria Investment Management, L.P.

34.67K

Jun 30, 26

+363

0.01%

Empowered Funds, LLC

34.67K

Jun 30, 26

-2.00K

0.01%

Beacon Financial Advisory LLC

33.50K

Jun 30, 26

+10

0.01%

Quadcap Wealth Management, LLC

32.97K

Jun 30, 26

0.01%

Helen Stephens Group, LLC

32.76K

Jun 30, 26

0.01%

XY Planning Network, Inc.

32.28K

Jun 30, 26

-681

0.01%

Klingman & Associates, LLC

32.21K

Jun 30, 26

+671

0.01%

ARK & TLK INVESTMENTS, LLC

31.98K

Jun 30, 26

-516

0.01%

Baird Financial Group, Inc.

31.32K

Jun 30, 26

-148

0.01%

Busey Wealth Management

31.13K

Jun 30, 26

-31

0.01%

Applied Capital LLC

30.78K

Jun 30, 26

-438

0.01%

Cogent Private Wealth, Inc.

30.62K

Jun 30, 26

-722

0.01%

Francis Financial, Inc.

30.55K

Jun 30, 26

-5.14K

0.01%

Nuveen, LLC

30.55K

Jun 30, 26

+30.55K

0.01%

RAM Investment Partners, LLC

29.87K

Jun 30, 26

+2.16K

0.01%

Bragg Financial Advisors, Inc

29.84K

Jun 30, 26

0.01%

Cordant, Inc.

29.83K

Jun 30, 26

-5.04K

0.01%

VERUS WEALTH MANAGEMENT, LLC

29.77K

Jun 30, 26

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

28.98K

Jun 30, 26

+8.53K

0.01%

FIDUCIARY TRUST CO

28.86K

Jun 30, 26

0.01%

Valeo Financial Advisors, LLC

28.64K

Jun 30, 26

0.01%

Waverly Advisors, LLC

28.39K

Jun 30, 26

+1.95K

0.01%

Wick Capital Partners, LLC

28.34K

Jun 30, 26

0.01%

BlackRock, Inc.

27.98K

Jun 30, 26

+1.67K

0.01%

Oath Planning, LLC

27.80K

Jun 30, 26

+197

0.01%

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

27.74K

Jun 30, 26

0.01%

Eldridge Investment Advisors, Inc.

27.46K

Jun 30, 26

-535

0.01%

Brand Asset Management Group, Inc.

26.89K

Jun 30, 26

+26.89K

0.01%

Measured Wealth Private Client Group, LLC

26.86K

Jun 30, 26

-10

0.01%

Prime Capital Investment Advisors, LLC

26.75K

Jun 30, 26

-5.62K

0.01%

New England Private Wealth Advisors LLC

26.74K

Jun 30, 26

+82

0.01%

SRS Capital Advisors, Inc.

26.65K

Jun 30, 26

+25.51K

0.01%

Garde Capital, Inc.

26.60K

Jun 30, 26

0.01%

M Wealth Management, LLC

26.46K

Jun 30, 26

0.01%

LBMC INVESTMENT ADVISORS, LLC

26.41K

Jun 30, 26

+38

0.01%

FIFTH THIRD BANCORP

26.41K

Jun 30, 26

-3.50K

0.01%

Farmers National Bank

26.38K

Jun 30, 26

-1.13K

0.01%

SJS Investment Consulting Inc.

26.17K

Jun 30, 26

0.01%

Pictet North America Advisors SA

25.82K

Jun 30, 26

0.01%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

25.51K

Jun 30, 26

0.01%

Fort Point Capital Partners LLC

25.18K

Jun 30, 26

+25.18K

0.01%

Financial Council Asset Management Inc

24.59K

Jun 30, 26

0.01%

Kathmere Capital Management, LLC

24.11K

Jun 30, 26

+149

0.01%

PHILLIPS FINANCIAL MANAGEMENT, LLC

23.87K

Jun 30, 26

+58

0.01%

Midwest Trust Co

23.36K

Jun 30, 26

+357

0.01%

Mutual Advisors, LLC

23.30K

Jun 30, 26

-1.97K

0.01%

Integrated Advisors Network LLC

23.26K

Jun 30, 26

0.01%

M&T BANK CORP

23.20K

Jun 30, 26

0.01%

Mayflower Financial Advisors, LLC

23.18K

Jun 30, 26

+928

0.01%

SIGNATUREFD, LLC

22.98K

Jun 30, 26

0.01%

Parallel Advisors, LLC

22.90K

Jun 30, 26

0.01%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

22.82K

Jun 30, 26

-1.69K

0.01%

IHT Wealth Management, LLC

22.78K

Jun 30, 26

+1.75K

0.01%

Mustard Seed Financial, LLC

22.68K

Jun 30, 26

0.01%

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

22.67K

Jun 30, 26

0.01%

VestGen Advisors, LLC

22.67K

Jun 30, 26

0.01%

Wealthcare Advisory Partners LLC

22.33K

Jun 30, 26

-7.80K

0.01%

Janney Montgomery Scott LLC

22.32K

Jun 30, 26

-1.47K

0.01%

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

22.16K

Jun 30, 26

+10

0.01%

Parkside Investments, LLC

22.02K

Jun 30, 26

0.01%

Allegiance Financial Group Advisory Services LLC

21.98K

Jun 30, 26

-136

0.01%

Plante Moran Financial Advisors, LLC

21.50K

Jun 30, 26

0.01%

KDK Private Wealth Management, LLC

21.49K

Jun 30, 26

0.01%

MBM Wealth Consultants, LLC

21.38K

Jun 30, 26

0.01%

Seaside Wealth Management, Inc.

21.17K

Jun 30, 26

+25

0.01%

Pure Financial Advisors, LLC

20.94K

Jun 30, 26

+636

0.01%

COMMERCE BANK

20.87K

Jun 30, 26

0.01%

Prism Planning Partners LLC

20.83K

Jun 30, 26

+4.29K

0.01%

Ancora Advisors, LLC

20.60K

Jun 30, 26

-1.46K

0.01%

Silver Oak Advisory Group, Inc.

20.43K

Jun 30, 26

-2.45K

0.01%

KEYBANK NATIONAL ASSOCIATION/OH

20.23K

Jun 30, 26

0.01%

Wealth Enhancement Trust Services, Inc.

20.09K

Jun 30, 26

0.01%

Bleakley Financial Group, LLC

19.92K

Jun 30, 26

+19.92K

0.01%

AWM CAPITAL, LLC

19.74K

Jun 30, 26

+51

0.01%

Apollon Wealth Management, LLC

19.58K

Jun 30, 26

-250

0.01%

Pinnacle Financial Partners, Inc.

19.56K

Jun 30, 26

-837

0.01%

Balboa Wealth Partners

19.21K

Jun 30, 26

-1.03K

0.01%

CRA Financial Services, LLC

19.19K

Jun 30, 26

-50

0.01%

London & Capital Asset Management Ltd

19.16K

Jun 30, 26

0.01%

AMARILLO NATIONAL BANK

19.08K

Jun 30, 26

0.01%

Avantax Planning Partners, Inc.

18.97K

Jun 30, 26

-1.56K

0.01%

LJI Wealth Management, LLC

18.76K

Jun 30, 26

-1.14K

0.01%

Powerhouse Assets LLC

18.67K

Jun 30, 26

+19

0.01%

Professional Financial Advisors, LLC

18.67K

Jun 30, 26

0.01%

BROWN BROTHERS HARRIMAN & CO

18.55K

Jun 30, 26

0.01%

tru Independence LLC

18.49K

Jun 30, 26

+33

0.01%

Marietta Wealth Management, LLC

18.41K

Jun 30, 26

-1.20K

0.01%

Northwest Wealth Advisors, LLC

18.41K

Jun 30, 26

+23

0.01%

Cornerstone Financial Group, LLC /NE/

18.36K

Jun 30, 26

+62

0.01%

D.A. DAVIDSON & CO.

18.33K

Jun 30, 26

+341

0.01%

BetterWealth, LLC

18.26K

Jun 30, 26

0.01%

ACCREDITED INVESTOR SERVICES, LLC

18.23K

Jun 30, 26

-7

0.01%

NorthRock Partners, LLC

18.09K

Jun 30, 26

0.01%

Arbor Wealth Advisors LLC

17.99K

Jun 30, 26

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

17.97K

Jun 30, 26

+1.48K

0.01%

Rehmann Capital Advisory Group

17.96K

Jun 30, 26

-7

0.01%

DRIVE WEALTH MANAGEMENT, LLC

17.89K

Jun 30, 26

0.01%

Renasant Bank

17.76K

Jun 30, 26

0.01%

Dorsey & Whitney Trust CO LLC

17.68K

Jun 30, 26

-1.50K

0.01%

VISTA CAPITAL PARTNERS, INC.

17.61K

Jun 30, 26

+1.13K

0.01%

Caprock Group, LLC

17.49K

Jun 30, 26

-51

0.01%

Falcon Wealth Planning

17.43K

Jun 30, 26

0.01%

Berger Financial Group, Inc

17.32K

Jun 30, 26

0.01%

HUNTINGTON NATIONAL BANK

17.27K

Jun 30, 26

+2.24K

0.01%

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

17.23K

Jun 30, 26

0.01%

Sound View Wealth Advisors Group, LLC

17.17K

Jun 30, 26

0.01%

Fundamentum, LLC

17.17K

Jun 30, 26

-493

0.01%

Oak Wealth Advisors LLC

17.16K

Jun 30, 26

0.01%

CATHY PARETO & ASSOCIATES, INC

17.05K

Jun 30, 26

+58

0.01%

Rather & Kittrell, Inc.

16.93K

Jun 30, 26

0.01%

PDS Planning, Inc

16.85K

Jun 30, 26

+16.85K

0.01%

Delap Wealth Advisory, LLC

16.82K

Jun 30, 26

0.01%

Capital Investment Advisors, LLC

16.78K

Jun 30, 26

-30

0.01%

Painted Porch Advisors LLC

16.73K

Jun 30, 26

+16.73K

0.01%

Narus Financial Partners, LLC

16.67K

Jun 30, 26

-300

0.01%

Key FInancial Inc

16.64K

Jun 30, 26

-716

0.01%

SUMMIT WEALTH GROUP LLC / CO

16.53K

Jun 30, 26

-178

0.01%

Colonial Trust Co / SC

16.27K

Jun 30, 26

-490

0.01%

Betterment LLC

16.21K

Jun 30, 26

-492

0.01%

VOISARD ASSET MANAGEMENT GROUP, INC.

16.19K

Jun 30, 26

0.01%

AE Wealth Management LLC

16.04K

Jun 30, 26

+1.40K

0.01%

Krilogy Financial LLC

15.75K

Jun 30, 26

+848

0.01%

PARK AVENUE SECURITIES LLC

15.73K

Jun 30, 26

0.01%

Capital Investment Management, Inc.

15.58K

Jun 30, 26

-486

0.01%

Perigon Wealth Management, LLC

15.53K

Jun 30, 26

0.01%

Eaton Financial Holdings Company, LLC

15.48K

Jun 30, 26

+52

0.01%

WestHill Financial Advisors, Inc.

15.41K

Jun 30, 26

0.01%

NerdWallet Wealth Partners, LLC

15.22K

Jun 30, 26

0.01%

Kaufman Rossin Wealth, LLC

15.07K

Jun 30, 26

+99

0.01%

Mesirow Financial Investment Management, Inc.

14.98K

Jun 30, 26

+2.68K

0.01%

Longview Financial Advisors LLC

14.98K

Jun 30, 26

-54

0.01%

AMERIPRISE FINANCIAL INC

14.91K

Jun 30, 26

0.01%

Babb Wealth Advisors LLC

14.83K

Jun 30, 26

-566

0.01%

BAILARD, INC.

14.76K

Jun 30, 26

0.01%

Fortis Capital Advisors, LLC

14.59K

Jun 30, 26

0.01%

Belpointe Asset Management LLC

14.59K

Jun 30, 26

0.01%

Pandowealth. LLC

14.55K

Jun 30, 26

+151

0.01%

GenTrust, LLC

14.42K

Jun 30, 26

0.01%

Steward Partners Investment Advisory, LLC

14.41K

Jun 30, 26

-1.83K

0.01%

Shore Point Advisors, LLC

14.18K

Jun 30, 26

-187

0.01%

D'Orazio & Associates, Inc.

14.14K

Jun 30, 26

0.01%

Operose Advisors LLC

14.06K

Jun 30, 26

-1.68K

0.01%

Owl Creek Wealth Partners LLC

14.05K

Jun 30, 26

+1.58K

0.01%

Manchester Capital Management LLC

13.94K

Jun 30, 26

+13.94K

0.01%

COLLECTIVE FAMILY OFFICE LLC

13.87K

Jun 30, 26

0.01%

Lido Advisors, LLC

13.85K

Jun 30, 26

+3.89K

0.01%

Rossby Financial, LCC

13.82K

Jun 30, 26

+14

0.01%

West Wealth Group, LLC

13.77K

Jun 30, 26

+35

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

13.71K

Jun 30, 26

-10.13K

0.00%

Ascent Group, LLC

13.52K

Jun 30, 26

+2.67K

0.00%

CWA Asset Management Group, LLC

13.50K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

13.48K

Jun 30, 26

+45

0.00%

MONEY CONCEPTS CAPITAL CORP

13.42K

Jun 30, 26

0.00%

Oakworth Capital, Inc.

13.40K

Jun 30, 26

+684

0.00%

OPPENHEIMER & CO INC

13.39K

Jun 30, 26

-30

0.00%

CAHILL FINANCIAL ADVISORS INC

13.34K

Jun 30, 26

0.00%

Range Advisory, LLC

13.29K

Jun 30, 26

+445

0.00%

Sanctuary Advisors, LLC

13.27K

Jun 30, 26

+3.39K

0.00%

Gilbert & Cook, Inc.

13.22K

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

13.22K

Jun 30, 26

0.00%

WoodTrust Financial Corp

13.21K

Jun 30, 26

0.00%

McGrath & Associates, Inc.

13.19K

Jun 30, 26

+708

0.00%

Tower Research Capital LLC (TRC)

13.15K

Jun 30, 26

+13.15K

0.00%

Robinswood Financial LLC

13.12K

Jun 30, 26

0.00%

Johnson Wealth Management, LLC

13.05K

Jun 30, 26

-120

0.00%

FSM Wealth Advisors, LLC

12.92K

Jun 30, 26

0.00%

MB Generational Wealth, LLC

12.77K

Jun 30, 26

0.00%

HBE Wealth Management, LLC

12.76K

Jun 30, 26

0.00%

Dakota Wealth Management

12.67K

Jun 30, 26

0.00%

CAPITAL ADVISORS INC/OK

12.63K

Jun 30, 26

0.00%

Williams & Novak, LLC

12.49K

Jun 30, 26

-1.87K

0.00%

PROSPERITY BANCSHARES INC

12.37K

Jun 30, 26

0.00%

MBL Wealth, LLC

12.22K

Jun 30, 26

+1.09K

0.00%

American Financial Advisors, LLC

12.10K

Jun 30, 26

-63

0.00%

ELEVATE WEALTH ADVISORY, INC

12.04K

Jun 30, 26

+21

0.00%

Wedmont Private Capital

11.96K

Jun 30, 26

0.00%

BASSO CAPITAL MANAGEMENT, L.P.

11.80K

Jun 30, 26

0.00%

ZACKS INVESTMENT MANAGEMENT

11.77K

Jun 30, 26

0.00%

BRIGHTON JONES LLC

11.76K

Jun 30, 26

-5.93K

0.00%

Empower Advisory Group, LLC

11.62K

Jun 30, 26

0.00%

Washington Trust Advisors, Inc.

11.55K

Jun 30, 26

-44

0.00%

Bryn Mawr Capital Management, LLC

11.41K

Jun 30, 26

+88

0.00%

QUADRANT CAPITAL GROUP LLC

11.40K

Jun 30, 26

+6.82K

0.00%

HOLLENCREST CAPITAL MANAGEMENT

11.34K

Jun 30, 26

0.00%

NAPLES GLOBAL ADVISORS, LLC

11.32K

Jun 30, 26

0.00%

SEEDS INVESTOR LLC

11.29K

Jun 30, 26

-7.63K

0.00%

BRYN MAWR TRUST Co

11.21K

Jun 30, 26

0.00%

Badgley Phelps Wealth Managers, LLC

10.86K

Jun 30, 26

0.00%

Legacy Financial Advisors, Inc.

10.80K

Jun 30, 26

0.00%

Liberty Capital Management, Inc.

10.74K

Jun 30, 26

+10.74K

0.00%

Carlton Hofferkamp & Jenks Wealth Management, LLC

10.67K

Jun 30, 26

0.00%

GDS Wealth Management

10.65K

Jun 30, 26

0.00%

Steele Capital Management, Inc.

10.56K

Jun 30, 26

0.00%

TPG Financial Advisors, LLC

10.55K

Jun 30, 26

-1.05K

0.00%

CVA Family Office, LLC

10.48K

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

10.47K

Jun 30, 26

0.00%

NCM Capital Management, LLC

10.46K

Jun 30, 26

0.00%

Cross Staff Investments Inc

10.39K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

10.31K

Jun 30, 26

0.00%

Americana Partners, LLC

10.22K

Jun 30, 26

0.00%

Towneley Capital Management, Inc / DE

10.12K

Jun 30, 26

+34

0.00%

Compass Wealth Management, LLC/GA

10.07K

Jun 30, 26

+22

0.00%

OXFORD FINANCIAL GROUP LTD

10.04K

Jun 30, 26

0.00%

Signal Advisors Wealth, LLC

9.98K

Jun 30, 26

+9.98K

0.00%

Strategic Financial Services, Inc,

9.88K

Jun 30, 26

0.00%

RFG Advisory, LLC

9.74K

Jun 30, 26

-339

0.00%

Quad-Cities Investment Group, LLC

9.66K

Jun 30, 26

-616

0.00%

Accredited Investors Inc.

9.62K

Jun 30, 26

0.00%

Everest Financial Group LLC

9.61K

Jun 30, 26

+128

0.00%

Monument Group Wealth Advisors, LLC

9.57K

Jun 30, 26

+451

0.00%

Approach Retirement Advisors, LLC

9.55K

Jun 30, 26

+147

0.00%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

9.55K

Jun 30, 26

0.00%

Gradient Investments LLC

9.43K

Jun 30, 26

0.00%

Avant Financial Advisors LLC

9.36K

Jun 30, 26

0.00%

CIBC Bancorp USA Inc.

9.30K

Jun 30, 26

+1.48K

0.00%

PRIVATE TRUST CO NA

9.27K

Jun 30, 26

0.00%

Mullaney, Keating & Wright, Inc.

9.21K

Jun 30, 26

0.00%

Orion Capital Management LLC

9.19K

Jun 30, 26

0.00%

Avestar Capital, LLC

9.16K

Jun 30, 26

0.00%

Summit Asset Management, LLC

9.14K

Jun 30, 26

+31

0.00%

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

9.07K

Jun 30, 26

-130

0.00%

Ironwood Financial, llc

9.07K

Jun 30, 26

0.00%

Destiny Wealth Partners, LLC

9.04K

Jun 30, 26

+9.04K

0.00%

Sovereign Financial Group, Inc.

9.04K

Jun 30, 26

-854

0.00%

Live Oak Private Wealth LLC

8.96K

Jun 30, 26

0.00%

Third View Private Wealth, LLC

8.86K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

8.84K

Jun 30, 26

-846

0.00%

Goldstein Advisors, LLC

8.82K

Jun 30, 26

0.00%

QRG CAPITAL MANAGEMENT, INC.

8.78K

Jun 30, 26

+4.46K

0.00%

CreativeOne Wealth, LLC

8.77K

Jun 30, 26

+3.38K

0.00%

Gerber Kawasaki Wealth & Investment Management

8.76K

Jun 30, 26

+30

0.00%

Brookstone Capital Management

8.67K

Jun 30, 26

0.00%

Advisors Capital Management, LLC

8.61K

Jun 30, 26

+2.05K

0.00%

RB Capital Management, LLC

8.60K

Jun 30, 26

0.00%

Cartesian Growth Corp

8.53K

Jun 30, 26

0.00%

COZAD ASSET MANAGEMENT INC

8.51K

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

8.51K

Jun 30, 26

0.00%

Aspirean Wealth, LLC

8.50K

Jun 30, 26

-670

0.00%

Newton One Investments LLC

8.48K

Jun 30, 26

+27

0.00%

Warburton Capital Management, LLC

8.43K

Jun 30, 26

+28

0.00%

FORVIS Wealth Advisors, LLC

8.34K

Jun 30, 26

0.00%

Summit Financial, LLC

8.33K

Jun 30, 26

-105

0.00%

Physician Wealth Solutions Inc.

8.31K

Jun 30, 26

0.00%

E-Wealth Partners, LLC

8.29K

Jun 30, 26

-137

0.00%

Venture Visionary Partners LLC

8.28K

Jun 30, 26

+11

0.00%

WHITTIER TRUST CO

8.23K

Jun 30, 26

0.00%

Montz Harcus Wealth Management LLC

8.11K

Jun 30, 26

+28

0.00%

Rockwood Wealth Management, LLC

8.02K

Jun 30, 26

0.00%

Facet Wealth, Inc.

7.94K

Jun 30, 26

+1.99K

0.00%

MGO ONE SEVEN LLC

7.92K

Jun 30, 26

+1.64K

0.00%

OPTIMA CAPITAL LLC

7.91K

Jun 30, 26

0.00%

Bull Oak Capital, LLC

7.86K

Jun 30, 26

+2.02K

0.00%

Ridgewood Investments LLC

7.85K

Jun 30, 26

0.00%

PRAIRIE ADVISORY, LLC

7.74K

Jun 30, 26

+7.74K

0.00%

Integrity Wealth Solutions LLC

7.73K

Jun 30, 26

0.00%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

7.70K

Jun 30, 26

0.00%

AXXCESS WEALTH MANAGEMENT, LLC

7.69K

Jun 30, 26

+7.69K

0.00%

Leeward Financial Partners, LLC

7.67K

Jun 30, 26

0.00%

Pasadena Private Wealth, LLC

7.65K

Jun 30, 26

0.00%

Roundview Capital LLC

7.63K

Jun 30, 26

0.00%

Five Oceans Advisors

7.60K

Jun 30, 26

-399

0.00%

Aviance Capital Partners, LLC

7.56K

Jun 30, 26

-1

0.00%

GOLDMAN SACHS GROUP INC

7.54K

Jun 30, 26

+7.54K

0.00%

Institute for Wealth Management, LLC.

7.49K

Jun 30, 26

0.00%

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

7.48K

Jun 30, 26

0.00%

SEI INVESTMENTS CO

7.39K

Jun 30, 26

+7.39K

0.00%

LVM CAPITAL MANAGEMENT LTD/MI

7.39K

Jun 30, 26

0.00%

Donalies Financial Planning, LLC

7.39K

Jun 30, 26

0.00%

Smith, Salley & Associates

7.34K

Jun 30, 26

0.00%

Integrity Investment Advisors, LLC

7.33K

Jun 30, 26

0.00%

ASSETMARK, INC

7.31K

Jun 30, 26

+2.18K

0.00%

M1 Capital Management LLC

7.19K

Jun 30, 26

0.00%

Eqis Capital Management, Inc.

7.15K

Jun 30, 26

+1.02K

0.00%

COMPASS CAPITAL CORP /MA/ /ADV

7.14K

Jun 30, 26

0.00%

BOKF, NA

7.09K

Jun 30, 26

0.00%

Inspire Advisors, LLC

7.07K

Jun 30, 26

+1.33K

0.00%

Modern Wealth Management, LLC

7.07K

Jun 30, 26

+2.46K

0.00%

PRINCIPAL SECURITIES, INC.

6.99K

Jun 30, 26

-85

0.00%

Marble Harbor Investment Counsel, LLC

6.98K

Jun 30, 26

+1.11K

0.00%

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

6.98K

Jun 30, 26

-391

0.00%

Ponta Wealth Partners, LLC

6.95K

Jun 30, 26

0.00%

HARBOUR INVESTMENTS, INC.

6.94K

Jun 30, 26

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

6.81K

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

6.81K

Jun 30, 26

+4.06K

0.00%

Caldwell Trust Co

6.77K

Jun 30, 26

-319

0.00%

First Western Trust Bank

6.76K

Jun 30, 26

-523

0.00%

UMB Bank, n.a.

6.76K

Jun 30, 26

-88

0.00%

MARYLAND CAPITAL ADVISORS INC.

6.71K

Jun 30, 26

+6.71K

0.00%

Ferguson Johnson Wealth Management Inc

6.70K

Jun 30, 26

0.00%

WASHINGTON TRUST BANK

6.69K

Jun 30, 26

-48

0.00%

Waterfront Wealth Inc.

6.68K

Jun 30, 26

+28

0.00%

RITHOLTZ WEALTH MANAGEMENT

6.68K

Jun 30, 26

0.00%

GSB Wealth Management, LLC

6.65K

Jun 30, 26

0.00%

High Probability Advisors, LLC

6.65K

Jun 30, 26

0.00%

Daytona Street Capital LLC

6.64K

Jun 30, 26

+6.64K

0.00%

Ausdal Financial Partners, Inc.

6.59K

Jun 30, 26

-2

0.00%

GRANDFIELD & DODD, LLC

6.58K

Jun 30, 26

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

6.57K

Jun 30, 26

+1.49K

0.00%

CX Institutional

6.56K

Jun 30, 26

+3.57K

0.00%

Grove Street Fiduciary, LLC

6.54K

Jun 30, 26

0.00%

TrustWell Financial Advisors, LLC

6.45K

Jun 30, 26

+21

0.00%

LOCKERMAN FINANCIAL GROUP, INC.

6.43K

Jun 30, 26

0.00%

AlphaCore Capital LLC

6.42K

Jun 30, 26

+530

0.00%

FIDUCIARY FAMILY OFFICE, LLC

6.37K

Jun 30, 26

0.00%

StoneX Group Inc.

6.29K

Jun 30, 26

+6.29K

0.00%

RKL Wealth Management LLC

6.29K

Jun 30, 26

0.00%

Orgel Wealth Management, LLC

6.28K

Jun 30, 26

0.00%

Stonebridge Financial Group, LLC/CA

6.22K

Jun 30, 26

+6.22K

0.00%

Essential Planning, LLC.

6.20K

Jun 30, 26

+20

0.00%

Aurdan Capital Management, LLC

6.18K

Jun 30, 26

0.00%

Cyndeo Wealth Partners, LLC

6.14K

Jun 30, 26

+19

0.00%

Tufton Capital Management

6.12K

Jun 30, 26

+1.41K

0.00%

Purkiss Capital Advisors LLC

6.07K

Jun 30, 26

0.00%

Old Peak Finance LLC

6.03K

Jun 30, 26

+21

0.00%

Advisory Services Network, LLC

6.03K

Jun 30, 26

0.00%

Stonebridge Financial Group, LLC

5.95K

Jun 30, 26

0.00%

COFG Advisors, LLC

5.95K

Jun 30, 26

+20

0.00%

LEVEL FOUR ADVISORY SERVICES, LLC

5.93K

Jun 30, 26

+18

0.00%

Rise Advisors, LLC

5.89K

Jun 30, 26

+20

0.00%

BOS Asset Management, LLC

5.88K

Jun 30, 26

-281

0.00%

BDFS Capital LLC

5.87K

Jun 30, 26

+940

0.00%

SevenBridge Financial Group, LLC

5.86K

Jun 30, 26

+20

0.00%

First Bancorp, Inc /ME/

5.84K

Jun 30, 26

0.00%

Vantage Point Financial LLC

5.80K

Jun 30, 26

0.00%

Shepherd Financial Partners LLC

5.76K

Jun 30, 26

+5.76K

0.00%

Coastal Bridge Advisors, LLC

5.72K

Jun 30, 26

+5.72K

0.00%

NTV ASSET MANAGEMENT LLC

5.71K

Jun 30, 26

0.00%

Vident Advisory, LLC

5.71K

Jun 30, 26

0.00%

Well Done, LLC

5.68K

Jun 30, 26

0.00%

Lantz Financial LLC

5.66K

Jun 30, 26

0.00%

ROWLAND & CO INVESTMENT COUNSEL/ADV

5.54K

Jun 30, 26

0.00%

Everhart Financial Group, Inc.

5.51K

Jun 30, 26

0.00%

Sterling Wealth Advisors Inc

5.50K

Jun 30, 26

0.00%

Disciplined Investors, L.L.C.

5.46K

Jun 30, 26

-53

0.00%

NORDEN GROUP LLC

5.43K

Jun 30, 26

+18

0.00%

Silver Coast Investments LLC

5.38K

Jun 30, 26

+18

0.00%

KELLY FINANCIAL GROUP LLC

5.38K

Jun 30, 26

-53

0.00%

Vawter Financial, Ltd.

5.35K

Jun 30, 26

0.00%

PRIVATE MANAGEMENT GROUP INC

5.33K

Jun 30, 26

0.00%

Bell Bank

5.31K

Jun 30, 26

0.00%

Black Swift Group, LLC

5.25K

Jun 30, 26

0.00%

Waterloo Capital, L.P.

5.23K

Jun 30, 26

+5.23K

0.00%

Gordian Advisors LLC

5.19K

Jun 30, 26

0.00%

HBK Sorce Advisory LLC

5.06K

Jun 30, 26

0.00%

LEAVELL INVESTMENT MANAGEMENT, INC.

5.03K

Jun 30, 26

0.00%

GAMMA Investing LLC

5.03K

Jun 30, 26

+5.03K

0.00%

One Degree Advisors Inc

5.01K

Jun 30, 26

0.00%

Wealth Advisors of Iowa, LLC

4.99K

Jun 30, 26

0.00%

HighPoint Advisor Group LLC

4.96K

Jun 30, 26

0.00%

Grey Fox Wealth Advisors, LLC

4.94K

Jun 30, 26

+17

0.00%

NewEdge Wealth, LLC

4.93K

Jun 30, 26

0.00%

Murphy Pohlad Asset Management LLC

4.92K

Jun 30, 26

0.00%

NWAM LLC

4.92K

Jun 30, 26

+4.92K

0.00%

Bellwether Advisors, LLC

4.87K

Jun 30, 26

0.00%

Financial Insights, Inc.

4.85K

Jun 30, 26

0.00%

Western Wealth Management, LLC

4.79K

Jun 30, 26

+12

0.00%

Carnegie Capital Asset Management, LLC

4.76K

Jun 30, 26

0.00%

MOTCO

4.76K

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

4.73K

Jun 30, 26

+4.73K

0.00%

HANTZ FINANCIAL SERVICES, INC.

4.73K

Jun 30, 26

+1.38K

0.00%

Crescent Grove Advisors, LLC

4.68K

Jun 30, 26

0.00%

AssuredPartners Investment Advisors, LLC

4.66K

Jun 30, 26

0.00%

Wallace Capital Management Inc.

4.57K

Jun 30, 26

0.00%

Guidance Point Advisors, LLC

4.55K

Jun 30, 26

+16

0.00%

BankChampaign, National Association

4.55K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

4.54K

Jun 30, 26

0.00%

Intrua Financial, LLC

4.54K

Jun 30, 26

-240

0.00%

Concorde Asset Management, LLC

4.51K

Jun 30, 26

+4.51K

0.00%

Lauer Wealth, LLC

4.50K

Jun 30, 26

0.00%

Heritage Wealth Management, Inc. /CA/

4.46K

Jun 30, 26

0.00%

Continuum Advisory, LLC

4.44K

Jun 30, 26

0.00%

Advisor OS, LLC

4.40K

Jun 30, 26

+10

0.00%

MJP ASSOCIATES INC /ADV

4.40K

Jun 30, 26

+10

0.00%

Sherman Wealth Management LLC

4.37K

Jun 30, 26

+15

0.00%

THREADGILL FINANCIAL, LLC

4.36K

Jun 30, 26

0.00%

Perennial Investment Advisors, LLC

4.35K

Jun 30, 26

0.00%

Corundum Group, Inc.

4.33K

Jun 30, 26

0.00%

HWG Holdings LP

4.32K

Jun 30, 26

0.00%

ANDERSON HOAGLAND & CO

4.30K

Jun 30, 26

0.00%

CGN Advisors LLC

4.29K

Jun 30, 26

-71

0.00%

Trademark Financial Management, LLC

4.28K

Jun 30, 26

0.00%

Morton Capital Management LLC/CA

4.28K

Jun 30, 26

+4.28K

0.00%

Wealth Advisors of Tampa Bay, LLC

4.26K

Jun 30, 26

0.00%

ALLIANCEBERNSTEIN L.P.

4.26K

Jun 30, 26

+4.26K

0.00%

Advisory Alpha, LLC

4.25K

Jun 30, 26

+14

0.00%

OLIO Financial Planning

4.25K

Jun 30, 26

+15

0.00%

Marble Wealth, LLC

4.24K

Jun 30, 26

0.00%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

4.22K

Jun 30, 26

+4.22K

0.00%

Affinity Capital Advisors, LLC

4.21K

Jun 30, 26

0.00%

Haverford Trust Co

4.17K

Jun 30, 26

0.00%

Cherry Creek Investment Advisors, Inc.

4.11K

Jun 30, 26

+4.11K

0.00%

Centric Wealth Management

4.09K

Jun 30, 26

0.00%

Gryphon Financial Partners LLC

4.08K

Jun 30, 26

+4.08K

0.00%

CAPSTONE CAPITAL LLC

4.06K

Jun 30, 26

+4.06K

0.00%

COLTON GROOME FINANCIAL ADVISORS, LLC

4.05K

Jun 30, 26

+4.05K

0.00%

MINDSET WEALTH MANAGEMENT, LLC

4.05K

Jun 30, 26

+4.05K

0.00%

Rinkey Investments

4.03K

Jun 30, 26

+4.03K

0.00%

Wealth Dimensions Group, Ltd.

4.01K

Jun 30, 26

+4.01K

0.00%

COLDSTREAM CAPITAL MANAGEMENT INC

3.99K

Jun 30, 26

+3.99K

0.00%

Broadhurst Jeffrey B

3.93K

Jun 30, 26

+3.93K

0.00%

Cladis Investment Advisory, LLC

3.90K

Jun 30, 26

+3.90K

0.00%

WEDBUSH SECURITIES INC

3.87K

Jun 30, 26

-293

0.00%

Miracle Mile Advisors, LLC

3.81K

Jun 30, 26

-900

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.80K

Jun 30, 26

+3.80K

0.00%

Gateway Wealth Partners, LLC

3.79K

Jun 30, 26

-4.00K

0.00%

RFG HOLDINGS, INC.

3.76K

Jun 30, 26

+3.76K

0.00%

HOWE & RUSLING INC

3.75K

Jun 30, 26

+77

0.00%

SC&H Financial Advisors, Inc.

3.73K

Jun 30, 26

+3.73K

0.00%

DHJJ Financial Advisors, Ltd.

3.71K

Jun 30, 26

0.00%

Prosperity Planning, Inc.

3.71K

Jun 30, 26

+3.71K

0.00%

FIRST TRUST ADVISORS LP

3.71K

Jun 30, 26

+3.71K

0.00%

SITTNER & NELSON, LLC

3.70K

Jun 30, 26

0.00%

McAdam, LLC

3.69K

Jun 30, 26

+3.69K

0.00%

Ronald Blue Trust, Inc.

3.67K

Jun 30, 26

-42.06K

0.00%

JPL Wealth Management, LLC

3.66K

Jun 30, 26

0.00%

AdvisorNet Financial, Inc

3.60K

Jun 30, 26

+10

0.00%

Medallion Wealth Advisors, LLC

3.55K

Jun 30, 26

-98

0.00%

Abound Wealth Management

3.32K

Jun 30, 26

0.00%

NI ACQUISITIONS COMPANY, LLC

3.16K

Jun 30, 26

+3.16K

0.00%

Keating Financial Advisory Services, Inc.

3.13K

Jun 30, 26

0.00%

Centennial Bank/AR/

3.04K

Jun 30, 26

+3.04K

0.00%

Pacific Center for Financial Services

3.00K

Jun 30, 26

0.00%

Asset Dedication, LLC

2.82K

Jun 30, 26

+1.08K

0.00%

Ares Financial Consulting, LLC

2.72K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

2.66K

Jun 30, 26

-116

0.00%

FINANCIAL CONSULATE, INC

2.54K

Jun 30, 26

0.00%

Hilltop National Bank

2.50K

Jun 30, 26

0.00%

FOSTER DYKEMA CABOT & PARTNERS, LLC

2.43K

Jun 30, 26

0.00%

American Capital Advisory, LLC

2.42K

Jun 30, 26

-789

0.00%

LOWE BROCKENBROUGH & CO INC

2.40K

Jun 30, 26

0.00%

Aspect Partners, LLC

2.24K

Jun 30, 26

0.00%

CNB Bank

2.18K

Jun 30, 26

0.00%

Trifecta Capital Advisors, LLC

2.13K

Jun 30, 26

0.00%

Kings Path Partners LLC

2.01K

Jun 30, 26

0.00%

JDM Financial Group LLC

1.90K

Jun 30, 26

0.00%

MV CAPITAL MANAGEMENT, INC.

1.87K

Jun 30, 26

0.00%

Atlatl Advisers LLC

1.64K

Jun 30, 26

+1.64K

0.00%

Ameritas Investment Partners, Inc.

1.54K

Jun 30, 26

0.00%

CITIGROUP INC

1.50K

Jun 30, 26

+1.50K

0.00%

LifeSteps Financial, Inc.

1.47K

Jun 30, 26

+1.47K

0.00%

Coston, McIsaac & Partners

1.46K

Jun 30, 26

0.00%

Glassman Wealth Services

1.42K

Jun 30, 26

+1.03K

0.00%

THOMPSON INVESTMENT MANAGEMENT, INC.

1.40K

Jun 30, 26

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

1.38K

Jun 30, 26

0.00%

Cassaday & Co Wealth Management LLC

1.35K

Jun 30, 26

0.00%

BESSEMER GROUP INC

1.34K

Jun 30, 26

0.00%

Retirement Wealth Solutions LLC

1.34K

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

1.31K

Jun 30, 26

-2.90K

0.00%

EVERMAY WEALTH MANAGEMENT LLC

1.27K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

1.23K

Jun 30, 26

0.00%

ST GERMAIN D J CO INC

1.21K

Jun 30, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.20K

Jun 30, 26

0.00%

Pinnacle Bancorp, Inc.

1.06K

Jun 30, 26

0.00%

Community Financial Services Group, LLC

1.02K

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

1.00K

Jun 30, 26

0.00%

Brooklyn FI, LLC

980

Jun 30, 26

+980

0.00%

VANGUARD ADVISERS INC

965

Jun 30, 26

0.00%

Investors Research Corp

954

Jun 30, 26

0.00%

SYM FINANCIAL Corp

894

Jun 30, 26

0.00%

TIAA Wealth Investment Management LLC

891

Jun 30, 26

+891

0.00%

City State Bank

794

Jun 30, 26

+50

0.00%

Synergy Investment Management, LLC

719

Jun 30, 26

0.00%

Hughes Financial Services, LLC

693

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

673

Jun 30, 26

0.00%

Gleason Group, Inc.

629

Jun 30, 26

0.00%

Paladin Advisory Group, LLC

621

Jun 30, 26

0.00%

TOP Private Wealth LLC.

539

Jun 30, 26

+539

0.00%

HIGHLINE WEALTH PARTNERS LLC

498

Jun 30, 26

0.00%

ALERUS FINANCIAL NA

485

Jun 30, 26

0.00%

IAG Wealth Partners, LLC

456

Jun 30, 26

0.00%

Smallwood Wealth Investment Management, LLC

448

Jun 30, 26

0.00%

STEPH & CO

446

Jun 30, 26

0.00%

CAMBIENT FAMILY OFFICE, LLC

403

Jun 30, 26

+403

0.00%

Truvestments Capital LLC

374

Jun 30, 26

0.00%

SIMPLEX TRADING, LLC

367

Jun 30, 26

+367

0.00%

Signature Resources Capital Management, LLC

366

Jun 30, 26

0.00%

Financial Gravity Companies, Inc.

350

Jun 30, 26

+350

0.00%

Johnson Financial Group, Inc.

343

Jun 30, 26

0.00%

True Wealth Design, LLC

286

Jun 30, 26

+286

0.00%

HARBOR INVESTMENT ADVISORY, LLC

221

Jun 30, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

211

Jun 30, 26

0.00%

Montgomery Financial Services LLC

196

Jun 30, 26

+196

0.00%

GILL CAPITAL PARTNERS, LLC

195

Jun 30, 26

-760

0.00%

Cranbrook Wealth Management, LLC

179

Jun 30, 26

+179

0.00%

FLAGSHIP WEALTH ADVISORS, LLC

165

Jun 30, 26

+165

0.00%

Strive Financial Group ,LLC

155

Jun 30, 26

0.00%

ABOUND FINANCIAL, LLC

110

Jun 30, 26

0.00%

TSFG, LLC

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+53

0.00%

Archer Investment Corp

Jun 30, 26

-382

0.00%

MANNING & NAPIER ADVISORS LLC

Jun 30, 26

0.00%

HORAN Wealth, LLC

Jun 30, 26

-4.61K

Cambridge Financial Group, LLC

Jun 30, 26

-5.36K

CORTLAND ASSOCIATES INC/MO

Jun 30, 26

-5.53K

Willis Johnson & Associates, Inc.

Jun 30, 26

-5.50K

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Jun 30, 26

-8.26K

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-478

VisionPoint Advisory Group, LLC

Jun 30, 26

-12.81K

EVOKE WEALTH, LLC

Jun 30, 26

-18.12K

VERITY Wealth Advisors

Jun 30, 26

-12.78K

Whalen Wealth Management Inc.

Jun 30, 26

-7.04K

Aprio Wealth Management, LLC

Jun 30, 26

-4.85K

Quadrature Capital Ltd

Jun 30, 26

-47.63K

Sound Income Strategies, LLC

Jun 30, 26

-3.23K

49 WEALTH MANAGEMENT, LLC

Jun 30, 26

-9.01K

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-2.49K

GRAND WEALTH MANAGEMENT, LLC

Jun 30, 26

-3.58K

Royal Fund Management, LLC

Jun 30, 26

-4.70K

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-35.10K

Golden State Equity Partners

Jun 30, 26

-5.46K

MIDLAND WEALTH ADVISORS LLC

Jun 30, 26

-12.49K

Brinker Capital Investments, LLC

Jun 30, 26

-5.61K

HHM Wealth Advisors, LLC

Jun 30, 26

-1.02K

Wall Street Financial Group, Inc.

Jun 30, 26

-1.86K

Reyes Financial Architecture, Inc.

Jun 30, 26

-4.84K

KM Capital Management Ltd.

Jun 30, 26

-2.65K

Evanson Asset Management, LLC

1.34M

Mar 31, 26

+5.15K

0.49%

Premier Financial Group

574.92K

Mar 31, 26

-10.96K

0.21%

CWM, LLC

167.04K

Mar 31, 26

+1.03K

0.06%

EXENCIAL WEALTH ADVISORS, LLC

154.71K

Mar 31, 26

-5.64K

0.06%

Cherry Tree Wealth Management, LLC

129.95K

Mar 31, 26

-913

0.05%

Parkside Financial Bank & Trust

29.32K

Mar 31, 26

0.01%

SMITH CHAS P & ASSOCIATES PA CPAS

18.70K

Mar 31, 26

0.01%

Red Tortoise LLC

17.86K

Mar 31, 26

0.01%

U.S. Capital Wealth Advisors, LLC

15.21K

Mar 31, 26

0.01%

Pathfinder Wealth Consulting, Inc.

13.27K

Mar 31, 26

-391

0.00%

Leo Wealth, LLC

12.59K

Mar 31, 26

-831

0.00%

Vivaldi Capital Management LP

10.49K

Mar 31, 26

+12

0.00%

Sunbelt Securities, Inc.

6.29K

Mar 31, 26

+6.29K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

4.56K

Mar 31, 26

-224

0.00%

McIlrath & Eck, LLC

1.28K

Mar 31, 26

0.00%

Financial Gravity Asset Management, Inc.

350

Mar 31, 26

0.00%

Jackson Hole Capital Partners, LLC

Mar 31, 26

-2.78K

Capital Planning Advisors, LLC

Mar 31, 26

-6.74K

Grunden Financial Advisory, Inc.

397.27K

Dec 31, 25

+1.51K

0.14%

Yeomans Consulting Group, Inc.

112.06K

Dec 31, 25

+2.90K

0.04%

COMERICA BANK

36.36K

Dec 31, 25

0.01%

Running Point Capital Advisors, LLC

21.42K

Dec 31, 25

0.01%

Cadence Bank

15.52K

Dec 31, 25

-166

0.01%

O'Brien Wealth Partners LLC

10.96K

Dec 31, 25

+10.96K

0.00%

CIBC Private Wealth Group, LLC

7.82K

Dec 31, 25

-3.59K

0.00%

Alpha Cubed Investments, LLC

6.13K

Dec 31, 25

+79

0.00%

ORG Partners LLC

6.06K

Dec 31, 25

0.00%

Motiv8 Investments LLC

1.89K

Dec 31, 25

+1.89K

0.00%

Total Wealth Planning, LLC

Dec 31, 25

-113.92K

Willow Creek Wealth Management Inc.

1.08M

Sep 30, 25

-4.54K

0.39%

PBMares Wealth Management LLC

358.43K

Sep 30, 25

-6.03K

0.13%

Wealthstream Advisors, Inc.

153.47K

Sep 30, 25

-3.59K

0.06%

Hemington Wealth Management

115.60K

Sep 30, 25

-2.34K

0.04%

WETHERBY ASSET MANAGEMENT INC

65.32K

Sep 30, 25

0.02%

ASSET PLANNING CORPORATION

28.52K

Sep 30, 25

-636

0.01%

PINNACLE FINANCIAL PARTNERS INC

20.40K

Sep 30, 25

0.01%

Full Sail Capital, LLC

13.70K

Sep 30, 25

+13.70K

0.00%

Fortress Wealth Management, Inc.

10.71K

Sep 30, 25

+18

0.00%

Kathleen S. Wright Associates Inc.

7.35K

Sep 30, 25

0.00%

Pineridge Advisors LLC

505

Sep 30, 25

0.00%

Efficient Frontier Advisors LLC

757.53K

Jun 30, 25

-45.87K

0.27%

KRAFT ASSET MANAGEMENT, LLC

281.15K

Jun 30, 25

-13.08K

0.10%

Parkworth Wealth Management, Inc.

86.30K

Jun 30, 25

-648

0.03%

Martin Worley Group

72.30K

Jun 30, 25

0.03%

Jentner Corp

69.36K

Jun 30, 25

-8.37K

0.03%

AVANTAX ADVISORY SERVICES, INC.

35.16K

Jun 30, 25

+3.35K

0.01%

Benchmark Wealth Management, LLC

22.53K

Jun 30, 25

+5.58K

0.01%

David Wealth Management LLC

21.03K

Jun 30, 25

-327

0.01%

Atria Wealth Solutions, Inc.

19.05K

Jun 30, 25

+323

0.01%

FUTURE YOU WEALTH LLC

15.22K

Jun 30, 25

0.01%

Congress Wealth Management LLC / DE /

12.85K

Jun 30, 25

+437

0.00%

PrairieView Partners, LLC

2.90K

Jun 30, 25

-42

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Sandy Spring Bank

307.84K

Mar 31, 25

-21.25K

0.11%

Vista Wealth Management Group, LLC

41.28K

Mar 31, 25

-2.23K

0.01%

Marcum Wealth, LLC

35.50K

Mar 31, 25

+124

0.01%

Orion Portfolio Solutions, LLC

19.68K

Mar 31, 25

-10.66K

0.01%

Monterey Private Wealth, Inc.

15.37K

Mar 31, 25

+49

0.01%

Delta Financial Group, Inc.

6.20K

Mar 31, 25

0.00%

Safeguard Financial, LLC

5.65K

Mar 31, 25

-7.76K

0.00%

CAROLINAS WEALTH CONSULTING LLC

1.25K

Mar 31, 25

0.00%

Lindbrook Capital, LLC

1.14K

Mar 31, 25

0.00%

Merriman Wealth Management, LLC

646.93K

Dec 31, 24

-21.08K

0.23%

M Financial Asset Management, Inc.

126.74K

Dec 31, 24

-20.18K

0.05%

Cassady Schiller Wealth Management, LLC

61.96K

Dec 31, 24

-5.43K

0.02%

Peninsula Wealth, LLC

48.34K

Dec 31, 24

+117

0.02%

Carlson Capital Management

37.28K

Dec 31, 24

+213

0.01%

Kades & Cheifetz LLC

11.84K

Dec 31, 24

+2.14K

0.00%

Kiely Wealth Advisory Group, Inc.

11.15K

Dec 31, 24

+4.18K

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

4.42K

Dec 31, 24

-451

0.00%

Householder Group Estate & Retirement Specialist, LLC

4.17K

Dec 31, 24

+278

0.00%

AlphaMark Advisors, LLC

500

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

1.11M

Sep 30, 24

+165.09K

0.40%

Advisory Services & Investments, LLC

207.40K

Sep 30, 24

-47.06K

0.08%

Waypoint Capital Advisors, LLC

92.28K

Sep 30, 24

0.03%

RAYMOND JAMES & ASSOCIATES

45.31K

Sep 30, 24

+7.76K

0.02%

GUNN & Co INVESTMENT MANAGEMENT, INC.

20.57K

Sep 30, 24

0.01%

PRIO WEALTH LIMITED PARTNERSHIP

17.80K

Sep 30, 24

0.01%

Kingfisher Capital LLC

14.24K

Sep 30, 24

+6.97K

0.01%

TNF LLC

10.67K

Sep 30, 24

0.00%

RAYMOND JAMES TRUST N.A.

9.48K

Sep 30, 24

-210

0.00%

FinTrust Capital Advisors, LLC

691

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

14.43M

Jun 30, 24

-79.19K

5.23%

FMFE Wealth Management, LLC

601.61K

Jun 30, 24

+6.63K

0.22%

Private Ocean, LLC

214.10K

Jun 30, 24

-2.69K

0.08%

KARPAS STRATEGIES, LLC

8.32K

Jun 30, 24

+2.95K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

155

Jun 30, 24

+155

0.00%

ML & R WEALTH MANAGEMENT LLC

2.12M

Mar 31, 24

-119.99K

0.77%

SOUNDMARK WEALTH MANAGEMENT, LLC

264.52K

Mar 31, 24

-8.62K

0.10%

Cetera Advisor Networks LLC

187.46K

Mar 31, 24

+65.75K

0.07%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

64.39K

Mar 31, 24

-116

0.02%

Cetera Advisors LLC

22.83K

Mar 31, 24

+15.02K

0.01%

Bromfield Sneider Wealth Advisors

2.82K

Mar 31, 24

0.00%

CAMBRIDGE TRUST CO

177

Mar 31, 24

-200

0.00%

RESOURCE CONSULTING GROUP INC

4.57M

Dec 31, 23

-31.82K

1.66%

Bridgeworth, LLC

980.56K

Dec 31, 23

+287.13K

0.36%

Paragon Wealth Strategies, LLC

773.93K

Dec 31, 23

+773.93K

0.28%

Resource Planning Group

68.39K

Dec 31, 23

+68.39K

0.02%

Curi Wealth Management, LLC

15.30K

Dec 31, 23

+59

0.01%

Baystate Wealth Management LLC

14.15K

Dec 31, 23

+55

0.01%

PATHSTONE FAMILY OFFICE, LLC

1.16M

Sep 30, 23

-219.59K

0.42%

Steward Financial Group LLC

573.77K

Sep 30, 23

+22.59K

0.21%

ADVISOR PARTNERS II, LLC

342.91K

Sep 30, 23

+3.49K

0.12%

TRIAD FINANCIAL ADVISORS, INC.

206.33K

Sep 30, 23

-2.88K

0.07%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

79.07K

Sep 30, 23

-30.06K

0.03%

3D/L Capital Management, LLC

58.55K

Sep 30, 23

-648

0.02%

COLONY GROUP LLC

22.93K

Sep 30, 23

+82

0.01%

WealthOne, LLC

12.26K

Sep 30, 23

0.00%

TIEDEMANN ADVISORS, LLC

8.82K

Sep 30, 23

+286

0.00%

V Wealth Advisors LLC

Sep 30, 23

-15.48K

Veritable, L.P.

129.87K

Jun 30, 23

-28.53K

0.05%

Relaxing Retirement Coach

92.35K

Jun 30, 23

+26.62K

0.03%

TIAA, FSB

88.31K

Jun 30, 23

+19.13K

0.03%

LEO BROKERAGE, LLC

15.04K

Jun 30, 23

+76

0.01%

BerganKDV Wealth Management, LLC

2.24K

Jun 30, 23

0.00%

STONNINGTON GROUP, LLC

900.47K

Mar 31, 23

-80.00K

0.33%

Clear Perspectives Financial Planning, LLC

15.75K

Mar 31, 23

-31

0.01%

Baldrige Asset Management LLC

12.36K

Mar 31, 23

0.00%

ASSET MANAGEMENT CORP /IL/ /ADV

9.80K

Mar 31, 23

+610

0.00%

Equius Partners, Inc.

2.97M

Dec 31, 22

-58.90K

1.08%

Sanford Advisory Services, LLC

32.32K

Dec 31, 22

+32.32K

0.01%

Burleson & Company, LLC

25.58K

Dec 31, 22

0.01%

Personal Capital Advisors Corp

22.22K

Dec 31, 22

0.01%

Align Wealth Management, LLC

16.60K

Dec 31, 22

+16.60K

0.01%

RESOLUTE FINANCIAL, LLC

11.05K

Dec 31, 22

+32

0.00%

TRUSTCORE FINANCIAL SERVICES, LLC

3.62K

Dec 31, 22

+11

0.00%

BALASA DINVERNO & FOLTZ LLC

7.64M

Sep 30, 22

-22.32K

2.77%

Radnor Financial Advisors, LLC

1.79M

Sep 30, 22

+73.01K

0.65%

WIPFLI FINANCIAL ADVISORS LLC,

1.70M

Sep 30, 22

+1.70M

0.62%

DOWLING & YAHNKE LLC

1.20M

Sep 30, 22

+169.45K

0.44%

CPWM, LLC

633.06K

Sep 30, 22

+301.74K

0.23%

BRR OpCo, LLC

94.11K

Sep 30, 22

+94.11K

0.03%

MUFG Americas Holdings Corp

18.76K

Sep 30, 22

-2.04K

0.01%

RGT Wealth Advisors, LLC

12.91K

Sep 30, 22

-6.47K

0.00%

Covington Capital Management

12.78K

Sep 30, 22

0.00%

American Portfolios Advisors

2.07K

Sep 30, 22

+2.07K

0.00%

Surevest, LLC

Sep 30, 22

-2.85K

CADENCE BANK NA

Sep 30, 22

-13.02K

Lake Point Wealth Management

261.85K

Jun 30, 22

+261.85K

0.09%

Intersect Capital LLC

198.85K

Jun 30, 22

+198.85K

0.07%

ADVISOR PARTNERS LLC

114.25K

Jun 30, 22

+114.25K

0.04%

BT Wealth Management LLC

12.06K

Jun 30, 22

+12.06K

0.00%