Dimensional - International High Profitability ETF(DIHP)

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Dimensional - International High Profitability ETF(DIHP)

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$35.58—

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DIHP(DIHP)

DIHP

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Institutional Ownership

Top 401 Institutional Holders

Holder	Shares	Date	Change	% Held
MERCER GLOBAL ADVISORS INC /ADV	35.61M	Jun 30, 26	+3.28M	19.84%
Savant Capital, LLC	32.38M	Jun 30, 26	+3.29M	18.04%
Colony Group, LLC	17.14M	Jun 30, 26	+1.62M	9.55%
Forum Financial Management, LP	6.36M	Jun 30, 26	+103.17K	3.54%
Sequoia Financial Advisors, LLC	5.26M	Jun 30, 26	-21.82K	2.93%
ENVESTNET ASSET MANAGEMENT INC	4.74M	Jun 30, 26	+336.63K	2.64%
Buckingham Strategic Partners	3.73M	Jun 30, 26	+587.87K	2.08%
Kestra Investment Management, LLC	3.07M	Jun 30, 26	-2.07M	1.71%
Clearstead Advisors, LLC	3.04M	Jun 30, 26	-2.49M	1.69%
BANK OF MONTREAL /CAN/	2.81M	Jun 30, 26	+124.70K	1.56%
Aprio Wealth Management, LLC	2.26M	Jun 30, 26	-134.13K	1.26%
Apella Capital, LLC	2.10M	Jun 30, 26	+98.39K	1.17%
Modera Wealth Management, LLC	2.07M	Jun 30, 26	+221.06K	1.15%
HighTower Advisors, LLC	1.97M	Jun 30, 26	+3.52K	1.10%
Planning Center, Inc.	1.86M	Jun 30, 26	+36.82K	1.04%
Foster Group, Inc.	1.75M	Jun 30, 26	+48.71K	0.98%
SATOVSKY ASSET MANAGEMENT LLC	1.72M	Jun 30, 26	+5.64K	0.96%
TCI Wealth Advisors, Inc.	1.65M	Jun 30, 26	+312.19K	0.92%
ASSETMARK, INC	1.55M	Jun 30, 26	+1.54M	0.86%
PARK AVENUE SECURITIES LLC	1.37M	Jun 30, 26	+98.90K	0.77%
CI Private Wealth, LLC	1.32M	Jun 30, 26	-26.04K	0.74%
High Probability Advisors, LLC	1.31M	Jun 30, 26	+85.08K	0.73%
FINANCIAL CONSULATE, INC	1.30M	Jun 30, 26	+65.19K	0.73%
JANE STREET GROUP, LLC	1.02M	Jun 30, 26	-372.94K	0.57%
Mariner, LLC	1.01M	Jun 30, 26	+214.25K	0.56%
BANK OF AMERICA CORP /DE/	866.51K	Jun 30, 26	+426.83K	0.48%
Meredith Wealth Planning	729.52K	Jun 30, 26	+6.02K	0.41%
GREAT OAK CAPITAL PARTNERS, LLC	722.19K	Jun 30, 26	+18.31K	0.40%
DiNuzzo Private Wealth, Inc.	642.79K	Jun 30, 26	+3.04K	0.36%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	591.85K	Jun 30, 26	+34.53K	0.33%
Bridgewater Advisors Inc.	527.31K	Jun 30, 26	-17.41K	0.29%
von Borstel & Associates, Inc.	505.80K	Jun 30, 26	+21.08K	0.28%
True Wealth Design, LLC	498.49K	Jun 30, 26	+39.37K	0.28%
Wealth Architects, LLC	490.41K	Jun 30, 26	+321.03K	0.27%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	482.64K	Jun 30, 26	+4.07K	0.27%
UBS Group AG	472.73K	Jun 30, 26	+31.59K	0.26%
25 LLC	466.98K	Jun 30, 26	+23.69K	0.26%
Vestmark Advisory Solutions, Inc.	465.82K	Jun 30, 26	-281	0.26%
Farther Finance Advisors, LLC	447.34K	Jun 30, 26	+36.81K	0.25%
Beacon Pointe Advisors, LLC	440.93K	Jun 30, 26	+13.87K	0.25%
Envision Financial Planning, LLC	438.59K	Jun 30, 26	+9.56K	0.24%
Quadcap Wealth Management, LLC	435.85K	Jun 30, 26	+38.20K	0.24%
Mills Wealth Advisors LLC	415.84K	Jun 30, 26	+17.63K	0.23%
LPL Financial LLC	410.22K	Jun 30, 26	+42.39K	0.23%
MENORA MIVTACHIM HOLDINGS LTD.	379.56K	Jun 30, 26	--	0.21%
FAMILY WEALTH PARTNERS, LLC	377.84K	Jun 30, 26	+24.78K	0.21%
FIDUCIARY FINANCIAL GROUP, LLC	350.60K	Jun 30, 26	+35.61K	0.20%
United Wealth Management, LLC	346.76K	Jun 30, 26	+5.13K	0.19%
Brady Martz Wealth Solutions, LLC	346.24K	Jun 30, 26	+16.63K	0.19%
SAX WEALTH ADVISORS, LLC	335.63K	Jun 30, 26	-11.18K	0.19%
Concurrent Investment Advisors, LLC	328.39K	Jun 30, 26	+6.96K	0.18%
Discipline Wealth Solutions, LLC	325.74K	Jun 30, 26	-10.38K	0.18%
Timonier Family Office, LTD.	318.39K	Jun 30, 26	+318.39K	0.18%
CLARIS ADVISORS, LLC / MO /	316.88K	Jun 30, 26	+27.56K	0.18%
Oceanside Advisors LLC	294.84K	Jun 30, 26	+9.70K	0.16%
AE Wealth Management LLC	287.43K	Jun 30, 26	+9.71K	0.16%
FORVIS Wealth Advisors, LLC	280.20K	Jun 30, 26	-55.26K	0.16%
Navigoe, LLC	278.02K	Jun 30, 26	+13.19K	0.15%
Kaufman Rossin Wealth, LLC	273.51K	Jun 30, 26	+34.42K	0.15%
VOISARD ASSET MANAGEMENT GROUP, INC.	269.53K	Jun 30, 26	+6.92K	0.15%
Meritas Wealth Management, LLC	265.45K	Jun 30, 26	+31.90K	0.15%
LIBERTY WEALTH MANAGEMENT LLC	248.73K	Jun 30, 26	--	0.14%
Savvy Advisors, Inc.	243.95K	Jun 30, 26	+11.66K	0.14%
Dynamic Advisor Solutions LLC	231.92K	Jun 30, 26	-5.14K	0.13%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	230.65K	Jun 30, 26	-953	0.13%
Emprise Bank	230.06K	Jun 30, 26	+54.12K	0.13%
HMV Wealth Advisors, LLC	226.32K	Jun 30, 26	+32.14K	0.13%
CogentBlue Wealth Advisors, LLC	213.05K	Jun 30, 26	-10.61K	0.12%
Baird Financial Group, Inc.	212.50K	Jun 30, 26	+212.50K	0.12%
Kestra Advisory Services, LLC	207.18K	Jun 30, 26	+15.07K	0.12%
Wealth Advisors Northwest LLC	206.69K	Jun 30, 26	+28.98K	0.12%
NORTHWEST WEALTH MANAGEMENT, LLC	205.22K	Jun 30, 26	+10.65K	0.11%
COMMONWEALTH EQUITY SERVICES, LLC	201.01K	Jun 30, 26	+569	0.11%
NewEdge Advisors, LLC	200.66K	Jun 30, 26	+10.38K	0.11%
Waverly Advisors, LLC	196.16K	Jun 30, 26	-15.79K	0.11%
Chicago Partners Investment Group LLC	193.87K	Jun 30, 26	+14.94K	0.11%
MB Generational Wealth, LLC	191.80K	Jun 30, 26	-10.12K	0.11%
Foundation Wealth Management, LLC\PA	189.52K	Jun 30, 26	+15.51K	0.11%
Merit Financial Group, LLC	188.54K	Jun 30, 26	+35.52K	0.11%
MASTER'S WEALTH MANAGEMENT INC.	179.21K	Jun 30, 26	+7.11K	0.10%
Miracle Mile Advisors, LLC	176.48K	Jun 30, 26	+12.02K	0.10%
Financial Engines Advisors L.L.C.	174.67K	Jun 30, 26	-15.69K	0.10%
ADVISOR GROUP HOLDINGS, INC.	172.30K	Jun 30, 26	+84.25K	0.10%
Quantinno Capital Management LP	170.07K	Jun 30, 26	+68.37K	0.09%
BetterWealth, LLC	164.31K	Jun 30, 26	-688	0.09%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	162.39K	Jun 30, 26	+3.10K	0.09%
Applied Capital LLC	160.78K	Jun 30, 26	+8.14K	0.09%
Disciplined Investments, LLC	159.06K	Jun 30, 26	+14.55K	0.09%
ROYAL BANK OF CANADA	154.03K	Jun 30, 26	+852	0.09%
MML INVESTORS SERVICES, LLC	143.42K	Jun 30, 26	+23.81K	0.08%
Vestment Financial LLC	139.96K	Jun 30, 26	+4.62K	0.08%
TABLEAUX LLC	139.12K	Jun 30, 26	+14.66K	0.08%
Waterfront Wealth Inc.	137.78K	Jun 30, 26	+1.03K	0.08%
Wealthspire Advisors, LLC	135.98K	Jun 30, 26	-35.82K	0.08%
INTREPID CAPITAL MANAGEMENT INC	134.00K	Jun 30, 26	+2.10K	0.07%
Resources Investment Advisors, LLC.	132.31K	Jun 30, 26	+21.45K	0.07%
JACKSON THORNTON ASSET MANAGEMENT, LLC	127.43K	Jun 30, 26	+4.80K	0.07%
JPMORGAN CHASE & CO	124.74K	Jun 30, 26	+11.76K	0.07%
PINNEY & SCOFIELD, INC.	118.36K	Jun 30, 26	+6.85K	0.07%
Abel Hall, LLC	118.31K	Jun 30, 26	+11.80K	0.07%
Archford Capital Strategies, LLC	118.18K	Jun 30, 26	+2.58K	0.07%
Friday Financial	115.75K	Jun 30, 26	+11.25K	0.06%
PFG Advisors	113.25K	Jun 30, 26	+1.17K	0.06%
CPA Asset Management LLC	111.52K	Jun 30, 26	-163.89K	0.06%
HUTCHINSON CAPITAL MANAGEMENT/CA	106.62K	Jun 30, 26	+3.62K	0.06%
UBS ASSET MANAGEMENT AMERICAS INC	106.25K	Jun 30, 26	--	0.06%
AQR CAPITAL MANAGEMENT LLC	104.98K	Jun 30, 26	+52.99K	0.06%
Cerity Partners LLC	100.94K	Jun 30, 26	+3.18K	0.06%
Tortoise Investment Management, LLC	98.74K	Jun 30, 26	-3.60K	0.06%
RAYMOND JAMES FINANCIAL INC	95.67K	Jun 30, 26	+14.24K	0.05%
Altiora Financial Group, LLC	93.87K	Jun 30, 26	-8.28K	0.05%
FLOW TRADERS U.S. LLC	91.23K	Jun 30, 26	+63.42K	0.05%
City State Bank	91.19K	Jun 30, 26	+20.89K	0.05%
RFG Advisory, LLC	89.82K	Jun 30, 26	-4.13K	0.05%
JONES FINANCIAL COMPANIES LLLP	88.78K	Jun 30, 26	+3.65K	0.05%
Schubert & Co	88.22K	Jun 30, 26	+8.08K	0.05%
Brinker Capital Investments, LLC	87.34K	Jun 30, 26	+1.18K	0.05%
Austin Asset Management Co Inc	87.18K	Jun 30, 26	-127	0.05%
Summit Wealth Partners, LLC	80.43K	Jun 30, 26	+5.82K	0.04%
DOPKINS WEALTH MANAGEMENT, LLC	78.46K	Jun 30, 26	-852	0.04%
WorthPointe, LLC	77.41K	Jun 30, 26	+2.92K	0.04%
Midwest Heritage Bank, FSB	75.89K	Jun 30, 26	+1.37K	0.04%
NWAM LLC	75.05K	Jun 30, 26	+3.88K	0.04%
Sollinda Capital Management LLC	74.93K	Jun 30, 26	+14.99K	0.04%
Betterment LLC	74.16K	Jun 30, 26	+10.56K	0.04%
RAM Investment Partners, LLC	73.79K	Jun 30, 26	+18.11K	0.04%
Parkwoods Wealth Partners, LLC	73.05K	Jun 30, 26	+11.37K	0.04%
DRIVE WEALTH MANAGEMENT, LLC	71.33K	Jun 30, 26	-1.86K	0.04%
AA Financial Advisors, LLC	68.17K	Jun 30, 26	-355	0.04%
Integrated Wealth Concepts LLC	67.52K	Jun 30, 26	+4.21K	0.04%
Index Fund Advisors, Inc.	65.91K	Jun 30, 26	+600	0.04%
Eqis Capital Management, Inc.	63.93K	Jun 30, 26	+1.11K	0.04%
Glass Jacobson Investment Advisors llc	63.73K	Jun 30, 26	+3.35K	0.04%
Creative Planning	63.05K	Jun 30, 26	+14.37K	0.04%
OLD MISSION CAPITAL LLC	63.01K	Jun 30, 26	-138.15K	0.04%
Everest Management Corp.	61.71K	Jun 30, 26	+14.37K	0.03%
SC&H Financial Advisors, Inc.	60.60K	Jun 30, 26	+98	0.03%
KEB ASSET MANAGEMENT, LLC	60.31K	Jun 30, 26	+3.14K	0.03%
Acorn Wealth Advisors, LLC	59.44K	Jun 30, 26	+5.14K	0.03%
Strategent Financial, LLC	54.74K	Jun 30, 26	+5.13K	0.03%
Cambridge Investment Research Advisors, Inc.	47.95K	Jun 30, 26	-21.14K	0.03%
WELLS FARGO & COMPANY/MN	47.87K	Jun 30, 26	+44.36K	0.03%
KESTRA PRIVATE WEALTH SERVICES, LLC	47.66K	Jun 30, 26	+3.70K	0.03%
Dorsey & Whitney Trust CO LLC	46.94K	Jun 30, 26	+817	0.03%
Washington Trust Advisors, Inc.	45.59K	Jun 30, 26	+30	0.03%
Breakwater Capital Group	43.27K	Jun 30, 26	+223	0.02%
Mraz, Amerine & Associates, Inc.	43.15K	Jun 30, 26	-31	0.02%
STIFEL FINANCIAL CORP	42.78K	Jun 30, 26	-661	0.02%
EverSource Wealth Advisors, LLC	42.02K	Jun 30, 26	-14.90K	0.02%
SUTTON PLACE INVESTORS LLC	40.64K	Jun 30, 26	+2.09K	0.02%
ASPIRIANT, LLC	39.90K	Jun 30, 26	--	0.02%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	38.35K	Jun 30, 26	+1.80K	0.02%
SIGNATUREFD, LLC	38.08K	Jun 30, 26	+3.60K	0.02%
Strategic Investment Solutions, Inc. /IL	37.40K	Jun 30, 26	-1.98K	0.02%
WEALTHSPAN PARTNERS, LLC	37.32K	Jun 30, 26	+22	0.02%
SENTINEL WEALTH MANAGEMENT, INC.	36.04K	Jun 30, 26	--	0.02%
Two West Capital Advisors LLC	36.01K	Jun 30, 26	-54	0.02%
Capital Investment Advisory Services, LLC	35.77K	Jun 30, 26	+8.24K	0.02%
CHOREO, LLC	30.79K	Jun 30, 26	-1.11K	0.02%
AXXCESS WEALTH MANAGEMENT, LLC	28.45K	Jun 30, 26	+28.45K	0.02%
Daner Wealth Management, LLC	28.34K	Jun 30, 26	+3.93K	0.02%
Vantage Point Financial LLC	28.16K	Jun 30, 26	+7.17K	0.02%
CITIGROUP INC	27.35K	Jun 30, 26	+3.12K	0.02%
Mission Hills Financial Advisory, LLC	27.10K	Jun 30, 26	+27.10K	0.02%
RIVERCHASE WEALTH MANAGEMENT, LLC	26.68K	Jun 30, 26	--	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	25.71K	Jun 30, 26	+164	0.01%
MORGAN STANLEY	25.62K	Jun 30, 26	-3.14K	0.01%
SUMMIT WEALTH GROUP LLC / CO	24.81K	Jun 30, 26	-312	0.01%
POINCIANA ADVISORS GROUP, LLC	24.73K	Jun 30, 26	+3.96K	0.01%
Investmark Advisory Group LLC	24.58K	Jun 30, 26	-90	0.01%
Empire Financial Management Company, LLC	24.44K	Jun 30, 26	+381	0.01%
M Holdings Securities, Inc.	23.98K	Jun 30, 26	-18.04K	0.01%
Simplicity Wealth,LLC	23.66K	Jun 30, 26	-2.21K	0.01%
Diversify Advisory Services, LLC	22.79K	Jun 30, 26	+22.79K	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	22.79K	Jun 30, 26	+5.17K	0.01%
Freedom Day Solutions, LLC	22.68K	Jun 30, 26	+16.20K	0.01%
Brookstone Capital Management	22.40K	Jun 30, 26	+3.65K	0.01%
FMR LLC	21.91K	Jun 30, 26	+8.04K	0.01%
MARYLAND CAPITAL ADVISORS INC.	21.87K	Jun 30, 26	+21.87K	0.01%
CARDIFF PARK ADVISORS, LLC	21.85K	Jun 30, 26	+2.21K	0.01%
FIRETHORN WEALTH PARTNERS, LLC	21.49K	Jun 30, 26	-606	0.01%
SageView Advisory Group, LLC	21.06K	Jun 30, 26	-1.36K	0.01%
International Private Wealth Advisors LLC	20.28K	Jun 30, 26	+224	0.01%
Clark Asset Management, LLC	19.50K	Jun 30, 26	+2.02K	0.01%
XY Planning Network, Inc.	19.25K	Jun 30, 26	+4.17K	0.01%
Apollon Wealth Management, LLC	19.15K	Jun 30, 26	+9	0.01%
TRUIST FINANCIAL CORP	18.49K	Jun 30, 26	-5.13K	0.01%
Triad Wealth Partners, LLC	18.49K	Jun 30, 26	+4.86K	0.01%
Ifrah Financial Services, Inc.	17.54K	Jun 30, 26	+1	0.01%
Wedmont Private Capital	17.44K	Jun 30, 26	+9.21K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17.19K	Jun 30, 26	+7.32K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	16.95K	Jun 30, 26	+3.19K	0.01%
Global Financial Private Client, LLC	16.72K	Jun 30, 26	+7.10K	0.01%
NORTHERN TRUST CORP	16.65K	Jun 30, 26	+604	0.01%
Lauterbach Financial Advisors, LLC	16.64K	Jun 30, 26	+188	0.01%
Brand Asset Management Group, Inc.	16.40K	Jun 30, 26	+16.40K	0.01%
BTG Pactual Asset Management US LLC	15.92K	Jun 30, 26	--	0.01%
Gemmer Asset Management LLC	15.70K	Jun 30, 26	+1.61K	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	15.13K	Jun 30, 26	-2.47K	0.01%
MAINSAIL ASSET MANAGEMENT, LLC	14.66K	Jun 30, 26	+14.66K	0.01%
Landing Point Financial Group, LLC	14.37K	Jun 30, 26	+627	0.01%
Cresset Asset Management, LLC	14.27K	Jun 30, 26	+14.27K	0.01%
Canvas Wealth Advisors, LLC	13.87K	Jun 30, 26	+3.85K	0.01%
Tranquility Partners, LLC	13.29K	Jun 30, 26	+3	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	13.06K	Jun 30, 26	+224	0.01%
Bedel Financial Consulting, Inc.	12.92K	Jun 30, 26	+16	0.01%
Aptus Capital Advisors, LLC	12.70K	Jun 30, 26	+11.62K	0.01%
GEM Asset Management, LLC	12.00K	Jun 30, 26	+100	0.01%
Venture Visionary Partners LLC	11.99K	Jun 30, 26	+11.99K	0.01%
Cascade Wealth Advisors, Inc	11.75K	Jun 30, 26	+56	0.01%
GUARDIAN WEALTH ADVISORS, LLC / NC	11.61K	Jun 30, 26	+11.61K	0.01%
Rockefeller Capital Management L.P.	11.56K	Jun 30, 26	-4.57K	0.01%
VESTIA PERSONAL WEALTH ADVISORS	11.49K	Jun 30, 26	+11.49K	0.01%
Nova R Wealth, Inc.	11.14K	Jun 30, 26	+11.14K	0.01%
Advisory Services Network, LLC	11.08K	Jun 30, 26	+488	0.01%
ELEVATE WEALTH ADVISORY, INC	10.82K	Jun 30, 26	+1.48K	0.01%
Unison Advisors LLC	10.66K	Jun 30, 26	+89	0.01%
Delap Wealth Advisory, LLC	10.62K	Jun 30, 26	+727	0.01%
IHT Wealth Management, LLC	10.40K	Jun 30, 26	+2.67K	0.01%
Caprock Group, LLC	10.31K	Jun 30, 26	+78	0.01%
Pasadena Private Wealth, LLC	10.31K	Jun 30, 26	+57	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	10.29K	Jun 30, 26	+10.29K	0.01%
GeoWealth Management, LLC	10.17K	Jun 30, 26	+1.37K	0.01%
RCS Financial Planning, LLC	10.01K	Jun 30, 26	-1.39K	0.01%
DOVER ADVISORS, LLC	9.83K	Jun 30, 26	+379	0.01%
DIXON FNANCIAL SERVICES, INC.	9.77K	Jun 30, 26	+2.54K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	9.69K	Jun 30, 26	+426	0.01%
BIP Wealth, LLC	9.30K	Jun 30, 26	+2.64K	0.01%
Ausdal Financial Partners, Inc.	9.29K	Jun 30, 26	--	0.01%
Mattern Wealth Management LLC	9.22K	Jun 30, 26	--	0.01%
Vise Technologies, Inc.	9.21K	Jun 30, 26	+9.21K	0.01%
Summit Financial, LLC	9.16K	Jun 30, 26	+42	0.01%
Mayflower Financial Advisors, LLC	9.13K	Jun 30, 26	+9.13K	0.01%
Global Trust Asset Management, LLC	8.78K	Jun 30, 26	-1.70K	0.00%
BROWN ADVISORY INC	8.54K	Jun 30, 26	-20.67K	0.00%
Nalls Sherbakoff Group, LLC	8.44K	Jun 30, 26	--	0.00%
Quad-Cities Investment Group, LLC	8.32K	Jun 30, 26	+579	0.00%
BRIGHTON JONES LLC	8.29K	Jun 30, 26	+144	0.00%
Arkadios Wealth Advisors	8.24K	Jun 30, 26	-15.15K	0.00%
Sanctuary Advisors, LLC	8.13K	Jun 30, 26	+8.13K	0.00%
SRS Capital Advisors, Inc.	8.13K	Jun 30, 26	+5.38K	0.00%
EP Wealth Advisors, LLC	8.04K	Jun 30, 26	+8.04K	0.00%
TRANSCEND CAPITAL ADVISORS, LLC	8.03K	Jun 30, 26	-331	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	7.79K	Jun 30, 26	--	0.00%
Ameritas Advisory Services, LLC	7.69K	Jun 30, 26	+7.69K	0.00%
Steward Partners Investment Advisory, LLC	7.61K	Jun 30, 26	-3.13K	0.00%
First Financial Group Corp	7.56K	Jun 30, 26	-156	0.00%
AWM CAPITAL, LLC	7.51K	Jun 30, 26	+63	0.00%
Diversified Trust Co	7.50K	Jun 30, 26	--	0.00%
Capstone Wealth Management, LLC	7.46K	Jun 30, 26	-30	0.00%
Stewardship Advisors, LLC	7.46K	Jun 30, 26	+318	0.00%
Syverson Strege & Co	7.40K	Jun 30, 26	--	0.00%
Bragg Financial Advisors, Inc	7.39K	Jun 30, 26	-890	0.00%
BlackRock, Inc.	7.35K	Jun 30, 26	--	0.00%
Lynx Investment Advisory	7.27K	Jun 30, 26	+48	0.00%
Cetera Investment Advisers	7.20K	Jun 30, 26	+7.20K	0.00%
LEGACY FINANCIAL GROUP, INC.	7.08K	Jun 30, 26	+588	0.00%
Shearwater Capital LLC	6.98K	Jun 30, 26	--	0.00%
Noble Family Wealth, LLC	6.94K	Jun 30, 26	-1.61K	0.00%
Facet Wealth, Inc.	6.63K	Jun 30, 26	+6.63K	0.00%
Delos Wealth Advisors, LLC	6.60K	Jun 30, 26	--	0.00%
Beacon Financial Advisory LLC	6.60K	Jun 30, 26	+365	0.00%
CURIO WEALTH, LLC	6.38K	Jun 30, 26	-125	0.00%
Atomi Financial Group, Inc.	6.24K	Jun 30, 26	-1.37K	0.00%
Root Financial Partners, LLC	6.09K	Jun 30, 26	-5.74K	0.00%
CLUNE & ASSOCIATES, LTD.	6.07K	Jun 30, 26	+6.07K	0.00%
Spire Wealth Management	5.93K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	5.77K	Jun 30, 26	+608	0.00%
Centennial Bank/AR/	5.43K	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	4.57K	Jun 30, 26	--	0.00%
Allworth Financial LP	3.85K	Jun 30, 26	-391.75K	0.00%
Versant Capital Management, Inc	3.55K	Jun 30, 26	--	0.00%
Rossby Financial, LCC	3.45K	Jun 30, 26	+80	0.00%
Milestone Investment Advisors LLC	3.26K	Jun 30, 26	--	0.00%
CX Institutional	3.22K	Jun 30, 26	+1.20K	0.00%
Operose Advisors LLC	2.98K	Jun 30, 26	-578	0.00%
Arlington Trust Co LLC	2.87K	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	2.66K	Jun 30, 26	+2.66K	0.00%
Global Retirement Partners, LLC	2.51K	Jun 30, 26	+2.51K	0.00%
MASECO LLP	2.01K	Jun 30, 26	-190	0.00%
Burk Holdings LLC	1.98K	Jun 30, 26	--	0.00%
CNB Bank	1.85K	Jun 30, 26	--	0.00%
LAM GROUP, INC.	1.81K	Jun 30, 26	+105	0.00%
Topsail Wealth Management, LLC	1.67K	Jun 30, 26	+44	0.00%
Oakworth Capital, Inc.	1.60K	Jun 30, 26	+608	0.00%
American Capital Advisory, LLC	1.52K	Jun 30, 26	-555	0.00%
MPWM ADVISORY SOLUTIONS, LLC	1.45K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	1.31K	Jun 30, 26	-205	0.00%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.22K	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	1.18K	Jun 30, 26	--	0.00%
DecisionPoint Financial, LLC	1.06K	Jun 30, 26	+9	0.00%
BARRETT & COMPANY, INC.	876	Jun 30, 26	+876	0.00%
AlphaCore Capital LLC	821	Jun 30, 26	--	0.00%
Horizon Investments, LLC	786	Jun 30, 26	-786	0.00%
Smartleaf Asset Management LLC	774	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	771	Jun 30, 26	+31	0.00%
VANGUARD ADVISERS INC	769	Jun 30, 26	--	0.00%
Capital Analysts, LLC	694	Jun 30, 26	+694	0.00%
Geneos Wealth Management Inc.	661	Jun 30, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	542	Jun 30, 26	+542	0.00%
Hurley Capital, LLC	445	Jun 30, 26	+4	0.00%
HOLLENCREST CAPITAL MANAGEMENT	434	Jun 30, 26	--	0.00%
AMERIFLEX GROUP, INC.	373	Jun 30, 26	+373	0.00%
Cranbrook Wealth Management, LLC	358	Jun 30, 26	+358	0.00%
Strategic Wealth Partners, Ltd.	338	Jun 30, 26	+2	0.00%
Gleason Group, Inc.	297	Jun 30, 26	+297	0.00%
Coston, McIsaac & Partners	211	Jun 30, 26	+2	0.00%
ROTHSCHILD INVESTMENT LLC	209	Jun 30, 26	--	0.00%
Glassman Wealth Services	144	Jun 30, 26	--	0.00%
Kings Path Partners LLC	141	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	135	Jun 30, 26	-460	0.00%
FAS Wealth Partners, Inc.	129	Jun 30, 26	+1	0.00%
IFP Advisors, Inc	128	Jun 30, 26	--	0.00%
Triumph Capital Management	110	Jun 30, 26	--	0.00%
Pacific Center for Financial Services	98	Jun 30, 26	--	0.00%
HORIZON FINANCIAL SERVICES, LLC	95	Jun 30, 26	+95	0.00%
JFS WEALTH ADVISORS, LLC	77	Jun 30, 26	+77	0.00%
Integrity Financial Corp /WA	34	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	33	Jun 30, 26	+33	0.00%
HARBOUR INVESTMENTS, INC.	31	Jun 30, 26	-89	0.00%
MANNING & NAPIER ADVISORS LLC	13	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	7	Jun 30, 26	--	0.00%
Colonial Trust Co / SC	1	Jun 30, 26	--	0.00%
CITADEL ADVISORS LLC	--	Jun 30, 26	-8.20K	--
Measured Wealth Private Client Group, LLC	--	Jun 30, 26	-754	--
Westmount Partners, LLC	--	Jun 30, 26	-10.85K	--
GTS SECURITIES LLC	--	Jun 30, 26	-11.74K	--
EnRich Financial Partners LLC	--	Jun 30, 26	-6.33K	--
MAI Capital Management	--	Jun 30, 26	-67	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-3.05K	--
WealthShield Partners, LLC	--	Jun 30, 26	-1.10K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-113.19K	--
MATAURO, LLC	--	Jun 30, 26	-8.46K	--
Team Financial Group, LLC	--	Jun 30, 26	-330	--
Golden State Equity Partners	--	Jun 30, 26	-437	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-17.63K	--
MARSHALL INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-283	--
Archer Investment Corp	--	Jun 30, 26	-467	--
Wright Fund Management, LLC	--	Jun 30, 26	-353.06K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-192	--
EXENCIAL WEALTH ADVISORS, LLC	795.47K	Mar 31, 26	+220.81K	0.44%
Premier Financial Group	641.69K	Mar 31, 26	+7.45K	0.36%
Beacon Pointe Advisors, LLC	427.06K	Mar 31, 26	+35.57K	0.24%
Efficient Advisors, LLC	297.73K	Mar 31, 26	-209.24K	0.17%
Financial Connections Group, Inc.	177.30K	Mar 31, 26	+20.90K	0.10%
Evanson Asset Management, LLC	116.97K	Mar 31, 26	+3.57K	0.07%
Rehmann Capital Advisory Group	29.26K	Mar 31, 26	-38	0.02%
TCFG WEALTH MANAGEMENT, LLC	9.70K	Mar 31, 26	-153	0.01%
Nalls Sherbakoff Group, LLC	8.44K	Mar 31, 26	--	0.00%
CWM, LLC	6.87K	Mar 31, 26	-6.09K	0.00%
U.S. Capital Wealth Advisors, LLC	6.85K	Mar 31, 26	--	0.00%
Cherry Tree Wealth Management, LLC	6.06K	Mar 31, 26	--	0.00%
Parkside Financial Bank & Trust	4.14K	Mar 31, 26	--	0.00%
Clarius Group, LLC	2.72M	Dec 31, 25	+38.75K	1.52%
Grunden Financial Advisory, Inc.	410.43K	Dec 31, 25	+16.30K	0.23%
CIBC Private Wealth Group, LLC	250.03K	Dec 31, 25	-109.06K	0.14%
Yeomans Consulting Group, Inc.	115.91K	Dec 31, 25	+1.97K	0.06%
Edge Financial Advisors LLC	81.46K	Dec 31, 25	+4.68K	0.05%
Austin Private Wealth, LLC	32.39K	Dec 31, 25	+949	0.02%
O'Brien Wealth Partners LLC	7.49K	Dec 31, 25	+7.49K	0.00%
Running Point Capital Advisors, LLC	3.64K	Dec 31, 25	--	0.00%
COMERICA BANK	1.51K	Dec 31, 25	-7	0.00%
Fortress Wealth Management, Inc.	412.82K	Sep 30, 25	+48.34K	0.23%
PBMares Wealth Management LLC	324.28K	Sep 30, 25	+28.02K	0.18%
Binnacle Investments Inc	138.20K	Sep 30, 25	+4.79K	0.08%
WETHERBY ASSET MANAGEMENT INC	17.19K	Sep 30, 25	--	0.01%
Full Sail Capital, LLC	9.37K	Sep 30, 25	+9.37K	0.01%
Vishria Bird Financial Group, LLC	7.73K	Sep 30, 25	+7.73K	0.00%
Martin Worley Group	149.78K	Jun 30, 25	+18.58K	0.08%
Blue Oak Capital, LLC	138.65K	Jun 30, 25	-42.64K	0.08%
Benchmark Wealth Management, LLC	20.65K	Jun 30, 25	+6.41K	0.01%
Congress Wealth Management LLC / DE /	19.05K	Jun 30, 25	+1.08K	0.01%
Parkworth Wealth Management, Inc.	1.85K	Jun 30, 25	+1.85K	0.00%
Iron Horse Wealth Management, LLC	32	Jun 30, 25	--	0.00%
Capital A Wealth Management, LLC	--	Jun 30, 25	-12	--
Vista Wealth Management Group, LLC	6.46M	Mar 31, 25	+121.62K	3.60%
Corrigan Financial, Inc.	585.89K	Mar 31, 25	+585.89K	0.33%
Orion Portfolio Solutions, LLC	18.78K	Mar 31, 25	+7.03K	0.01%
Carlson Capital Management	3.91M	Dec 31, 24	+16.45K	2.18%
Merriman Wealth Management, LLC	3.17M	Dec 31, 24	+49.74K	1.76%
Householder Group Estate & Retirement Specialist, LLC	184	Dec 31, 24	+184	0.00%
Raymond James Financial Services Advisors, Inc.	19.53K	Sep 30, 24	+8.87K	0.01%
RAYMOND JAMES & ASSOCIATES	12.60K	Sep 30, 24	+12.60K	0.01%
Annapolis Financial Services, LLC	9.50K	Sep 30, 24	--	0.01%
Aspire Wealth Management Corp	2.73K	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.10M	Jun 30, 24	+327.02K	1.17%
WALDEN WEALTH PARTNERS LLC	341.98K	Jun 30, 24	+8.93K	0.19%
Private Ocean, LLC	5.04K	Jun 30, 24	+5.04K	0.00%
BENJAMIN F. EDWARDS & COMPANY, INC.	93	Jun 30, 24	+93	0.00%
Resource Planning Group	43.94K	Dec 31, 23	+43.94K	0.02%
WEALTHSOURCE PARTNERS, LLC	29.22K	Dec 31, 23	-282	0.02%
3D/L Capital Management, LLC	153.22K	Sep 30, 23	-13.28K	0.09%
Steward Financial Group LLC	37.03K	Sep 30, 23	+37.03K	0.02%
BEDEL FINANCIAL CONSULTING INC	9.24K	Sep 30, 23	+9.24K	0.01%
Column Capital Advisors, LLC	830	Sep 30, 23	+415	0.00%
Silicon Hills Wealth Management, LLC	270.00K	Jun 30, 23	-1.17K	0.15%
Align Wealth Management, LLC	85.86K	Dec 31, 22	+85.86K	0.05%
Laurel Wealth Advisors, Inc.	44.93K	Dec 31, 22	+44.93K	0.03%
Sanford Advisory Services, LLC	25.68K	Dec 31, 22	+25.68K	0.01%
Equius Partners, Inc.	9.73K	Dec 31, 22	+9.73K	0.01%
DOWLING & YAHNKE LLC	488.01K	Sep 30, 22	+407.84K	0.27%

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

35.61M

Jun 30, 26

+3.28M

19.84%

Savant Capital, LLC

32.38M

Jun 30, 26

+3.29M

18.04%

Colony Group, LLC

17.14M

Jun 30, 26

+1.62M

9.55%

Forum Financial Management, LP

6.36M

Jun 30, 26

+103.17K

3.54%

Sequoia Financial Advisors, LLC

5.26M

Jun 30, 26

-21.82K

2.93%

ENVESTNET ASSET MANAGEMENT INC

4.74M

Jun 30, 26

+336.63K

2.64%

Buckingham Strategic Partners

3.73M

Jun 30, 26

+587.87K

2.08%

Kestra Investment Management, LLC

3.07M

Jun 30, 26

-2.07M

1.71%

Clearstead Advisors, LLC

3.04M

Jun 30, 26

-2.49M

1.69%

BANK OF MONTREAL /CAN/

2.81M

Jun 30, 26

+124.70K

1.56%

Aprio Wealth Management, LLC

2.26M

Jun 30, 26

-134.13K

1.26%

Apella Capital, LLC

2.10M

Jun 30, 26

+98.39K

1.17%

Modera Wealth Management, LLC

2.07M

Jun 30, 26

+221.06K

1.15%

HighTower Advisors, LLC

1.97M

Jun 30, 26

+3.52K

1.10%

Planning Center, Inc.

1.86M

Jun 30, 26

+36.82K

1.04%

Foster Group, Inc.

1.75M

Jun 30, 26

+48.71K

0.98%

SATOVSKY ASSET MANAGEMENT LLC

1.72M

Jun 30, 26

+5.64K

0.96%

TCI Wealth Advisors, Inc.

1.65M

Jun 30, 26

+312.19K

0.92%

ASSETMARK, INC

1.55M

Jun 30, 26

+1.54M

0.86%

PARK AVENUE SECURITIES LLC

1.37M

Jun 30, 26

+98.90K

0.77%

CI Private Wealth, LLC

1.32M

Jun 30, 26

-26.04K

0.74%

High Probability Advisors, LLC

1.31M

Jun 30, 26

+85.08K

0.73%

FINANCIAL CONSULATE, INC

1.30M

Jun 30, 26

+65.19K

0.73%

JANE STREET GROUP, LLC

1.02M

Jun 30, 26

-372.94K

0.57%

Mariner, LLC

1.01M

Jun 30, 26

+214.25K

0.56%

BANK OF AMERICA CORP /DE/

866.51K

Jun 30, 26

+426.83K

0.48%

Meredith Wealth Planning

729.52K

Jun 30, 26

+6.02K

0.41%

GREAT OAK CAPITAL PARTNERS, LLC

722.19K

Jun 30, 26

+18.31K

0.40%

DiNuzzo Private Wealth, Inc.

642.79K

Jun 30, 26

+3.04K

0.36%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

591.85K

Jun 30, 26

+34.53K

0.33%

Bridgewater Advisors Inc.

527.31K

Jun 30, 26

-17.41K

0.29%

von Borstel & Associates, Inc.

505.80K

Jun 30, 26

+21.08K

0.28%

True Wealth Design, LLC

498.49K

Jun 30, 26

+39.37K

0.28%

Wealth Architects, LLC

490.41K

Jun 30, 26

+321.03K

0.27%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

482.64K

Jun 30, 26

+4.07K

0.27%

UBS Group AG

472.73K

Jun 30, 26

+31.59K

0.26%

25 LLC

466.98K

Jun 30, 26

+23.69K

0.26%

Vestmark Advisory Solutions, Inc.

465.82K

Jun 30, 26

-281

0.26%

Farther Finance Advisors, LLC

447.34K

Jun 30, 26

+36.81K

0.25%

Beacon Pointe Advisors, LLC

440.93K

Jun 30, 26

+13.87K

0.25%

Envision Financial Planning, LLC

438.59K

Jun 30, 26

+9.56K

0.24%

Quadcap Wealth Management, LLC

435.85K

Jun 30, 26

+38.20K

0.24%

Mills Wealth Advisors LLC

415.84K

Jun 30, 26

+17.63K

0.23%

LPL Financial LLC

410.22K

Jun 30, 26

+42.39K

0.23%

MENORA MIVTACHIM HOLDINGS LTD.

379.56K

Jun 30, 26

0.21%

FAMILY WEALTH PARTNERS, LLC

377.84K

Jun 30, 26

+24.78K

0.21%

FIDUCIARY FINANCIAL GROUP, LLC

350.60K

Jun 30, 26

+35.61K

0.20%

United Wealth Management, LLC

346.76K

Jun 30, 26

+5.13K

0.19%

Brady Martz Wealth Solutions, LLC

346.24K

Jun 30, 26

+16.63K

0.19%

SAX WEALTH ADVISORS, LLC

335.63K

Jun 30, 26

-11.18K

0.19%

Concurrent Investment Advisors, LLC

328.39K

Jun 30, 26

+6.96K

0.18%

Discipline Wealth Solutions, LLC

325.74K

Jun 30, 26

-10.38K

0.18%

Timonier Family Office, LTD.

318.39K

Jun 30, 26

+318.39K

0.18%

CLARIS ADVISORS, LLC / MO /

316.88K

Jun 30, 26

+27.56K

0.18%

Oceanside Advisors LLC

294.84K

Jun 30, 26

+9.70K

0.16%

AE Wealth Management LLC

287.43K

Jun 30, 26

+9.71K

0.16%

FORVIS Wealth Advisors, LLC

280.20K

Jun 30, 26

-55.26K

0.16%

Navigoe, LLC

278.02K

Jun 30, 26

+13.19K

0.15%

Kaufman Rossin Wealth, LLC

273.51K

Jun 30, 26

+34.42K

0.15%

VOISARD ASSET MANAGEMENT GROUP, INC.

269.53K

Jun 30, 26

+6.92K

0.15%

Meritas Wealth Management, LLC

265.45K

Jun 30, 26

+31.90K

0.15%

LIBERTY WEALTH MANAGEMENT LLC

248.73K

Jun 30, 26

0.14%

Savvy Advisors, Inc.

243.95K

Jun 30, 26

+11.66K

0.14%

Dynamic Advisor Solutions LLC

231.92K

Jun 30, 26

-5.14K

0.13%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

230.65K

Jun 30, 26

-953

0.13%

Emprise Bank

230.06K

Jun 30, 26

+54.12K

0.13%

HMV Wealth Advisors, LLC

226.32K

Jun 30, 26

+32.14K

0.13%

CogentBlue Wealth Advisors, LLC

213.05K

Jun 30, 26

-10.61K

0.12%

Baird Financial Group, Inc.

212.50K

Jun 30, 26

+212.50K

0.12%

Kestra Advisory Services, LLC

207.18K

Jun 30, 26

+15.07K

0.12%

Wealth Advisors Northwest LLC

206.69K

Jun 30, 26

+28.98K

0.12%

NORTHWEST WEALTH MANAGEMENT, LLC

205.22K

Jun 30, 26

+10.65K

0.11%

COMMONWEALTH EQUITY SERVICES, LLC

201.01K

Jun 30, 26

+569

0.11%

NewEdge Advisors, LLC

200.66K

Jun 30, 26

+10.38K

0.11%

Waverly Advisors, LLC

196.16K

Jun 30, 26

-15.79K

0.11%

Chicago Partners Investment Group LLC

193.87K

Jun 30, 26

+14.94K

0.11%

MB Generational Wealth, LLC

191.80K

Jun 30, 26

-10.12K

0.11%

Foundation Wealth Management, LLC\PA

189.52K

Jun 30, 26

+15.51K

0.11%

Merit Financial Group, LLC

188.54K

Jun 30, 26

+35.52K

0.11%

MASTER'S WEALTH MANAGEMENT INC.

179.21K

Jun 30, 26

+7.11K

0.10%

Miracle Mile Advisors, LLC

176.48K

Jun 30, 26

+12.02K

0.10%

Financial Engines Advisors L.L.C.

174.67K

Jun 30, 26

-15.69K

0.10%

ADVISOR GROUP HOLDINGS, INC.

172.30K

Jun 30, 26

+84.25K

0.10%

Quantinno Capital Management LP

170.07K

Jun 30, 26

+68.37K

0.09%

BetterWealth, LLC

164.31K

Jun 30, 26

-688

0.09%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

162.39K

Jun 30, 26

+3.10K

0.09%

Applied Capital LLC

160.78K

Jun 30, 26

+8.14K

0.09%

Disciplined Investments, LLC

159.06K

Jun 30, 26

+14.55K

0.09%

ROYAL BANK OF CANADA

154.03K

Jun 30, 26

+852

0.09%

MML INVESTORS SERVICES, LLC

143.42K

Jun 30, 26

+23.81K

0.08%

Vestment Financial LLC

139.96K

Jun 30, 26

+4.62K

0.08%

TABLEAUX LLC

139.12K

Jun 30, 26

+14.66K

0.08%

Waterfront Wealth Inc.

137.78K

Jun 30, 26

+1.03K

0.08%

Wealthspire Advisors, LLC

135.98K

Jun 30, 26

-35.82K

0.08%

INTREPID CAPITAL MANAGEMENT INC

134.00K

Jun 30, 26

+2.10K

0.07%

Resources Investment Advisors, LLC.

132.31K

Jun 30, 26

+21.45K

0.07%

JACKSON THORNTON ASSET MANAGEMENT, LLC

127.43K

Jun 30, 26

+4.80K

0.07%

JPMORGAN CHASE & CO

124.74K

Jun 30, 26

+11.76K

0.07%

PINNEY & SCOFIELD, INC.

118.36K

Jun 30, 26

+6.85K

0.07%

Abel Hall, LLC

118.31K

Jun 30, 26

+11.80K

0.07%

Archford Capital Strategies, LLC

118.18K

Jun 30, 26

+2.58K

0.07%

Friday Financial

115.75K

Jun 30, 26

+11.25K

0.06%

PFG Advisors

113.25K

Jun 30, 26

+1.17K

0.06%

CPA Asset Management LLC

111.52K

Jun 30, 26

-163.89K

0.06%

HUTCHINSON CAPITAL MANAGEMENT/CA

106.62K

Jun 30, 26

+3.62K

0.06%

UBS ASSET MANAGEMENT AMERICAS INC

106.25K

Jun 30, 26

0.06%

AQR CAPITAL MANAGEMENT LLC

104.98K

Jun 30, 26

+52.99K

0.06%

Cerity Partners LLC

100.94K

Jun 30, 26

+3.18K

0.06%

Tortoise Investment Management, LLC

98.74K

Jun 30, 26

-3.60K

0.06%

RAYMOND JAMES FINANCIAL INC

95.67K

Jun 30, 26

+14.24K

0.05%

Altiora Financial Group, LLC

93.87K

Jun 30, 26

-8.28K

0.05%

FLOW TRADERS U.S. LLC

91.23K

Jun 30, 26

+63.42K

0.05%

City State Bank

91.19K

Jun 30, 26

+20.89K

0.05%

RFG Advisory, LLC

89.82K

Jun 30, 26

-4.13K

0.05%

JONES FINANCIAL COMPANIES LLLP

88.78K

Jun 30, 26

+3.65K

0.05%

Schubert & Co

88.22K

Jun 30, 26

+8.08K

0.05%

Brinker Capital Investments, LLC

87.34K

Jun 30, 26

+1.18K

0.05%

Austin Asset Management Co Inc

87.18K

Jun 30, 26

-127

0.05%

Summit Wealth Partners, LLC

80.43K

Jun 30, 26

+5.82K

0.04%

DOPKINS WEALTH MANAGEMENT, LLC

78.46K

Jun 30, 26

-852

0.04%

WorthPointe, LLC

77.41K

Jun 30, 26

+2.92K

0.04%

Midwest Heritage Bank, FSB

75.89K

Jun 30, 26

+1.37K

0.04%

NWAM LLC

75.05K

Jun 30, 26

+3.88K

0.04%

Sollinda Capital Management LLC

74.93K

Jun 30, 26

+14.99K

0.04%

Betterment LLC

74.16K

Jun 30, 26

+10.56K

0.04%

RAM Investment Partners, LLC

73.79K

Jun 30, 26

+18.11K

0.04%

Parkwoods Wealth Partners, LLC

73.05K

Jun 30, 26

+11.37K

0.04%

DRIVE WEALTH MANAGEMENT, LLC

71.33K

Jun 30, 26

-1.86K

0.04%

AA Financial Advisors, LLC

68.17K

Jun 30, 26

-355

0.04%

Integrated Wealth Concepts LLC

67.52K

Jun 30, 26

+4.21K

0.04%

Index Fund Advisors, Inc.

65.91K

Jun 30, 26

+600

0.04%

Eqis Capital Management, Inc.

63.93K

Jun 30, 26

+1.11K

0.04%

Glass Jacobson Investment Advisors llc

63.73K

Jun 30, 26

+3.35K

0.04%

Creative Planning

63.05K

Jun 30, 26

+14.37K

0.04%

OLD MISSION CAPITAL LLC

63.01K

Jun 30, 26

-138.15K

0.04%

Everest Management Corp.

61.71K

Jun 30, 26

+14.37K

0.03%

SC&H Financial Advisors, Inc.

60.60K

Jun 30, 26

+98

0.03%

KEB ASSET MANAGEMENT, LLC

60.31K

Jun 30, 26

+3.14K

0.03%

Acorn Wealth Advisors, LLC

59.44K

Jun 30, 26

+5.14K

0.03%

Strategent Financial, LLC

54.74K

Jun 30, 26

+5.13K

0.03%

Cambridge Investment Research Advisors, Inc.

47.95K

Jun 30, 26

-21.14K

0.03%

WELLS FARGO & COMPANY/MN

47.87K

Jun 30, 26

+44.36K

0.03%

KESTRA PRIVATE WEALTH SERVICES, LLC

47.66K

Jun 30, 26

+3.70K

0.03%

Dorsey & Whitney Trust CO LLC

46.94K

Jun 30, 26

+817

0.03%

Washington Trust Advisors, Inc.

45.59K

Jun 30, 26

+30

0.03%

Breakwater Capital Group

43.27K

Jun 30, 26

+223

0.02%

Mraz, Amerine & Associates, Inc.

43.15K

Jun 30, 26

-31

0.02%

STIFEL FINANCIAL CORP

42.78K

Jun 30, 26

-661

0.02%

EverSource Wealth Advisors, LLC

42.02K

Jun 30, 26

-14.90K

0.02%

SUTTON PLACE INVESTORS LLC

40.64K

Jun 30, 26

+2.09K

0.02%

ASPIRIANT, LLC

39.90K

Jun 30, 26

0.02%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

38.35K

Jun 30, 26

+1.80K

0.02%

SIGNATUREFD, LLC

38.08K

Jun 30, 26

+3.60K

0.02%

Strategic Investment Solutions, Inc. /IL

37.40K

Jun 30, 26

-1.98K

0.02%

WEALTHSPAN PARTNERS, LLC

37.32K

Jun 30, 26

+22

0.02%

SENTINEL WEALTH MANAGEMENT, INC.

36.04K

Jun 30, 26

0.02%

Two West Capital Advisors LLC

36.01K

Jun 30, 26

-54

0.02%

Capital Investment Advisory Services, LLC

35.77K

Jun 30, 26

+8.24K

0.02%

CHOREO, LLC

30.79K

Jun 30, 26

-1.11K

0.02%

AXXCESS WEALTH MANAGEMENT, LLC

28.45K

Jun 30, 26

+28.45K

0.02%

Daner Wealth Management, LLC

28.34K

Jun 30, 26

+3.93K

0.02%

Vantage Point Financial LLC

28.16K

Jun 30, 26

+7.17K

0.02%

CITIGROUP INC

27.35K

Jun 30, 26

+3.12K

0.02%

Mission Hills Financial Advisory, LLC

27.10K

Jun 30, 26

+27.10K

0.02%

RIVERCHASE WEALTH MANAGEMENT, LLC

26.68K

Jun 30, 26

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

25.71K

Jun 30, 26

+164

0.01%

MORGAN STANLEY

25.62K

Jun 30, 26

-3.14K

0.01%

SUMMIT WEALTH GROUP LLC / CO

24.81K

Jun 30, 26

-312

0.01%

POINCIANA ADVISORS GROUP, LLC

24.73K

Jun 30, 26

+3.96K

0.01%

Investmark Advisory Group LLC

24.58K

Jun 30, 26

-90

0.01%

Empire Financial Management Company, LLC

24.44K

Jun 30, 26

+381

0.01%

M Holdings Securities, Inc.

23.98K

Jun 30, 26

-18.04K

0.01%

Simplicity Wealth,LLC

23.66K

Jun 30, 26

-2.21K

0.01%

Diversify Advisory Services, LLC

22.79K

Jun 30, 26

+22.79K

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

22.79K

Jun 30, 26

+5.17K

0.01%

Freedom Day Solutions, LLC

22.68K

Jun 30, 26

+16.20K

0.01%

Brookstone Capital Management

22.40K

Jun 30, 26

+3.65K

0.01%

FMR LLC

21.91K

Jun 30, 26

+8.04K

0.01%

MARYLAND CAPITAL ADVISORS INC.

21.87K

Jun 30, 26

+21.87K

0.01%

CARDIFF PARK ADVISORS, LLC

21.85K

Jun 30, 26

+2.21K

0.01%

FIRETHORN WEALTH PARTNERS, LLC

21.49K

Jun 30, 26

-606

0.01%

SageView Advisory Group, LLC

21.06K

Jun 30, 26

-1.36K

0.01%

International Private Wealth Advisors LLC

20.28K

Jun 30, 26

+224

0.01%

Clark Asset Management, LLC

19.50K

Jun 30, 26

+2.02K

0.01%

XY Planning Network, Inc.

19.25K

Jun 30, 26

+4.17K

0.01%

Apollon Wealth Management, LLC

19.15K

Jun 30, 26

0.01%

TRUIST FINANCIAL CORP

18.49K

Jun 30, 26

-5.13K

0.01%

Triad Wealth Partners, LLC

18.49K

Jun 30, 26

+4.86K

0.01%

Ifrah Financial Services, Inc.

17.54K

Jun 30, 26

0.01%

Wedmont Private Capital

17.44K

Jun 30, 26

+9.21K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

17.19K

Jun 30, 26

+7.32K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

16.95K

Jun 30, 26

+3.19K

0.01%

Global Financial Private Client, LLC

16.72K

Jun 30, 26

+7.10K

0.01%

NORTHERN TRUST CORP

16.65K

Jun 30, 26

+604

0.01%

Lauterbach Financial Advisors, LLC

16.64K

Jun 30, 26

+188

0.01%

Brand Asset Management Group, Inc.

16.40K

Jun 30, 26

+16.40K

0.01%

BTG Pactual Asset Management US LLC

15.92K

Jun 30, 26

0.01%

Gemmer Asset Management LLC

15.70K

Jun 30, 26

+1.61K

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

15.13K

Jun 30, 26

-2.47K

0.01%

MAINSAIL ASSET MANAGEMENT, LLC

14.66K

Jun 30, 26

+14.66K

0.01%

Landing Point Financial Group, LLC

14.37K

Jun 30, 26

+627

0.01%

Cresset Asset Management, LLC

14.27K

Jun 30, 26

+14.27K

0.01%

Canvas Wealth Advisors, LLC

13.87K

Jun 30, 26

+3.85K

0.01%

Tranquility Partners, LLC

13.29K

Jun 30, 26

0.01%

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

13.06K

Jun 30, 26

+224

0.01%

Bedel Financial Consulting, Inc.

12.92K

Jun 30, 26

+16

0.01%

Aptus Capital Advisors, LLC

12.70K

Jun 30, 26

+11.62K

0.01%

GEM Asset Management, LLC

12.00K

Jun 30, 26

+100

0.01%

Venture Visionary Partners LLC

11.99K

Jun 30, 26

+11.99K

0.01%

Cascade Wealth Advisors, Inc

11.75K

Jun 30, 26

+56

0.01%

GUARDIAN WEALTH ADVISORS, LLC / NC

11.61K

Jun 30, 26

+11.61K

0.01%

Rockefeller Capital Management L.P.

11.56K

Jun 30, 26

-4.57K

0.01%

VESTIA PERSONAL WEALTH ADVISORS

11.49K

Jun 30, 26

+11.49K

0.01%

Nova R Wealth, Inc.

11.14K

Jun 30, 26

+11.14K

0.01%

Advisory Services Network, LLC

11.08K

Jun 30, 26

+488

0.01%

ELEVATE WEALTH ADVISORY, INC

10.82K

Jun 30, 26

+1.48K

0.01%

Unison Advisors LLC

10.66K

Jun 30, 26

+89

0.01%

Delap Wealth Advisory, LLC

10.62K

Jun 30, 26

+727

0.01%

IHT Wealth Management, LLC

10.40K

Jun 30, 26

+2.67K

0.01%

Caprock Group, LLC

10.31K

Jun 30, 26

+78

0.01%

Pasadena Private Wealth, LLC

10.31K

Jun 30, 26

+57

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

10.29K

Jun 30, 26

+10.29K

0.01%

GeoWealth Management, LLC

10.17K

Jun 30, 26

+1.37K

0.01%

RCS Financial Planning, LLC

10.01K

Jun 30, 26

-1.39K

0.01%

DOVER ADVISORS, LLC

9.83K

Jun 30, 26

+379

0.01%

DIXON FNANCIAL SERVICES, INC.

9.77K

Jun 30, 26

+2.54K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

9.69K

Jun 30, 26

+426

0.01%

BIP Wealth, LLC

9.30K

Jun 30, 26

+2.64K

0.01%

Ausdal Financial Partners, Inc.

9.29K

Jun 30, 26

0.01%

Mattern Wealth Management LLC

9.22K

Jun 30, 26

0.01%

Vise Technologies, Inc.

9.21K

Jun 30, 26

+9.21K

0.01%

Summit Financial, LLC

9.16K

Jun 30, 26

+42

0.01%

Mayflower Financial Advisors, LLC

9.13K

Jun 30, 26

+9.13K

0.01%

Global Trust Asset Management, LLC

8.78K

Jun 30, 26

-1.70K

0.00%

BROWN ADVISORY INC

8.54K

Jun 30, 26

-20.67K

0.00%

Nalls Sherbakoff Group, LLC

8.44K

Jun 30, 26

0.00%

Quad-Cities Investment Group, LLC

8.32K

Jun 30, 26

+579

0.00%

BRIGHTON JONES LLC

8.29K

Jun 30, 26

+144

0.00%

Arkadios Wealth Advisors

8.24K

Jun 30, 26

-15.15K

0.00%

Sanctuary Advisors, LLC

8.13K

Jun 30, 26

+8.13K

0.00%

SRS Capital Advisors, Inc.

8.13K

Jun 30, 26

+5.38K

0.00%

EP Wealth Advisors, LLC

8.04K

Jun 30, 26

+8.04K

0.00%

TRANSCEND CAPITAL ADVISORS, LLC

8.03K

Jun 30, 26

-331

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

7.79K

Jun 30, 26

0.00%

Ameritas Advisory Services, LLC

7.69K

Jun 30, 26

+7.69K

0.00%

Steward Partners Investment Advisory, LLC

7.61K

Jun 30, 26

-3.13K

0.00%

First Financial Group Corp

7.56K

Jun 30, 26

-156

0.00%

AWM CAPITAL, LLC

7.51K

Jun 30, 26

+63

0.00%

Diversified Trust Co

7.50K

Jun 30, 26

0.00%

Capstone Wealth Management, LLC

7.46K

Jun 30, 26

-30

0.00%

Stewardship Advisors, LLC

7.46K

Jun 30, 26

+318

0.00%

Syverson Strege & Co

7.40K

Jun 30, 26

0.00%

Bragg Financial Advisors, Inc

7.39K

Jun 30, 26

-890

0.00%

BlackRock, Inc.

7.35K

Jun 30, 26

0.00%

Lynx Investment Advisory

7.27K

Jun 30, 26

+48

0.00%

Cetera Investment Advisers

7.20K

Jun 30, 26

+7.20K

0.00%

LEGACY FINANCIAL GROUP, INC.

7.08K

Jun 30, 26

+588

0.00%

Shearwater Capital LLC

6.98K

Jun 30, 26

0.00%

Noble Family Wealth, LLC

6.94K

Jun 30, 26

-1.61K

0.00%

Facet Wealth, Inc.

6.63K

Jun 30, 26

+6.63K

0.00%

Delos Wealth Advisors, LLC

6.60K

Jun 30, 26

0.00%

Beacon Financial Advisory LLC

6.60K

Jun 30, 26

+365

0.00%

CURIO WEALTH, LLC

6.38K

Jun 30, 26

-125

0.00%

Atomi Financial Group, Inc.

6.24K

Jun 30, 26

-1.37K

0.00%

Root Financial Partners, LLC

6.09K

Jun 30, 26

-5.74K

0.00%

CLUNE & ASSOCIATES, LTD.

6.07K

Jun 30, 26

+6.07K

0.00%

Spire Wealth Management

5.93K

Jun 30, 26

0.00%

IFG Advisory, LLC

5.77K

Jun 30, 26

+608

0.00%

Centennial Bank/AR/

5.43K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

4.57K

Jun 30, 26

0.00%

Allworth Financial LP

3.85K

Jun 30, 26

-391.75K

0.00%

Versant Capital Management, Inc

3.55K

Jun 30, 26

0.00%

Rossby Financial, LCC

3.45K

Jun 30, 26

+80

0.00%

Milestone Investment Advisors LLC

3.26K

Jun 30, 26

0.00%

CX Institutional

3.22K

Jun 30, 26

+1.20K

0.00%

Operose Advisors LLC

2.98K

Jun 30, 26

-578

0.00%

Arlington Trust Co LLC

2.87K

Jun 30, 26

0.00%

BESSEMER GROUP INC

2.66K

Jun 30, 26

+2.66K

0.00%

Global Retirement Partners, LLC

2.51K

Jun 30, 26

+2.51K

0.00%

MASECO LLP

2.01K

Jun 30, 26

-190

0.00%

Burk Holdings LLC

1.98K

Jun 30, 26

0.00%

CNB Bank

1.85K

Jun 30, 26

0.00%

LAM GROUP, INC.

1.81K

Jun 30, 26

+105

0.00%

Topsail Wealth Management, LLC

1.67K

Jun 30, 26

+44

0.00%

Oakworth Capital, Inc.

1.60K

Jun 30, 26

+608

0.00%

American Capital Advisory, LLC

1.52K

Jun 30, 26

-555

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.45K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

1.31K

Jun 30, 26

-205

0.00%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.22K

Jun 30, 26

0.00%

Parallel Advisors, LLC

1.18K

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

1.06K

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

876

Jun 30, 26

+876

0.00%

AlphaCore Capital LLC

821

Jun 30, 26

0.00%

Horizon Investments, LLC

786

Jun 30, 26

-786

0.00%

Smartleaf Asset Management LLC

774

Jun 30, 26

0.00%

Millstone Evans Group, LLC

771

Jun 30, 26

+31

0.00%

VANGUARD ADVISERS INC

769

Jun 30, 26

0.00%

Capital Analysts, LLC

694

Jun 30, 26

+694

0.00%

Geneos Wealth Management Inc.

661

Jun 30, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

542

Jun 30, 26

+542

0.00%

Hurley Capital, LLC

445

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

434

Jun 30, 26

0.00%

AMERIFLEX GROUP, INC.

373

Jun 30, 26

+373

0.00%

Cranbrook Wealth Management, LLC

358

Jun 30, 26

+358

0.00%

Strategic Wealth Partners, Ltd.

338

Jun 30, 26

0.00%

Gleason Group, Inc.

297

Jun 30, 26

+297

0.00%

Coston, McIsaac & Partners

211

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

209

Jun 30, 26

0.00%

Glassman Wealth Services

144

Jun 30, 26

0.00%

Kings Path Partners LLC

141

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

135

Jun 30, 26

-460

0.00%

FAS Wealth Partners, Inc.

129

Jun 30, 26

0.00%

IFP Advisors, Inc

128

Jun 30, 26

0.00%

Triumph Capital Management

110

Jun 30, 26

0.00%

Pacific Center for Financial Services

Jun 30, 26

0.00%

HORIZON FINANCIAL SERVICES, LLC

Jun 30, 26

+95

0.00%

JFS WEALTH ADVISORS, LLC

Jun 30, 26

+77

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+33

0.00%

HARBOUR INVESTMENTS, INC.

Jun 30, 26

-89

0.00%

MANNING & NAPIER ADVISORS LLC

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

Colonial Trust Co / SC

Jun 30, 26

0.00%

CITADEL ADVISORS LLC

Jun 30, 26

-8.20K

Measured Wealth Private Client Group, LLC

Jun 30, 26

-754

Westmount Partners, LLC

Jun 30, 26

-10.85K

GTS SECURITIES LLC

Jun 30, 26

-11.74K

EnRich Financial Partners LLC

Jun 30, 26

-6.33K

MAI Capital Management

Jun 30, 26

-67

Reyes Financial Architecture, Inc.

Jun 30, 26

-3.05K

WealthShield Partners, LLC

Jun 30, 26

-1.10K

Ronald Blue Trust, Inc.

Jun 30, 26

-113.19K

MATAURO, LLC

Jun 30, 26

-8.46K

Team Financial Group, LLC

Jun 30, 26

-330

Golden State Equity Partners

Jun 30, 26

-437

VisionPoint Advisory Group, LLC

Jun 30, 26

-17.63K

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-283

Archer Investment Corp

Jun 30, 26

-467

Wright Fund Management, LLC

Jun 30, 26

-353.06K

CoreCap Advisors, LLC

Jun 30, 26

-192

EXENCIAL WEALTH ADVISORS, LLC

795.47K

Mar 31, 26

+220.81K

0.44%

Premier Financial Group

641.69K

Mar 31, 26

+7.45K

0.36%

Beacon Pointe Advisors, LLC

427.06K

Mar 31, 26

+35.57K

0.24%

Efficient Advisors, LLC

297.73K

Mar 31, 26

-209.24K

0.17%

Financial Connections Group, Inc.

177.30K

Mar 31, 26

+20.90K

0.10%

Evanson Asset Management, LLC

116.97K

Mar 31, 26

+3.57K

0.07%

Rehmann Capital Advisory Group

29.26K

Mar 31, 26

-38

0.02%

TCFG WEALTH MANAGEMENT, LLC

9.70K

Mar 31, 26

-153

0.01%

Nalls Sherbakoff Group, LLC

8.44K

Mar 31, 26

0.00%

CWM, LLC

6.87K

Mar 31, 26

-6.09K

0.00%

U.S. Capital Wealth Advisors, LLC

6.85K

Mar 31, 26

0.00%

Cherry Tree Wealth Management, LLC

6.06K

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

4.14K

Mar 31, 26

0.00%

Clarius Group, LLC

2.72M

Dec 31, 25

+38.75K

1.52%

Grunden Financial Advisory, Inc.

410.43K

Dec 31, 25

+16.30K

0.23%

CIBC Private Wealth Group, LLC

250.03K

Dec 31, 25

-109.06K

0.14%

Yeomans Consulting Group, Inc.

115.91K

Dec 31, 25

+1.97K

0.06%

Edge Financial Advisors LLC

81.46K

Dec 31, 25

+4.68K

0.05%

Austin Private Wealth, LLC

32.39K

Dec 31, 25

+949

0.02%

O'Brien Wealth Partners LLC

7.49K

Dec 31, 25

+7.49K

0.00%

Running Point Capital Advisors, LLC

3.64K

Dec 31, 25

0.00%

COMERICA BANK

1.51K

Dec 31, 25

-7

0.00%

Fortress Wealth Management, Inc.

412.82K

Sep 30, 25

+48.34K

0.23%

PBMares Wealth Management LLC

324.28K

Sep 30, 25

+28.02K

0.18%

Binnacle Investments Inc

138.20K

Sep 30, 25

+4.79K

0.08%

WETHERBY ASSET MANAGEMENT INC

17.19K

Sep 30, 25

0.01%

Full Sail Capital, LLC

9.37K

Sep 30, 25

+9.37K

0.01%

Vishria Bird Financial Group, LLC

7.73K

Sep 30, 25

+7.73K

0.00%

Martin Worley Group

149.78K

Jun 30, 25

+18.58K

0.08%

Blue Oak Capital, LLC

138.65K

Jun 30, 25

-42.64K

0.08%

Benchmark Wealth Management, LLC

20.65K

Jun 30, 25

+6.41K

0.01%

Congress Wealth Management LLC / DE /

19.05K

Jun 30, 25

+1.08K

0.01%

Parkworth Wealth Management, Inc.

1.85K

Jun 30, 25

+1.85K

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

Capital A Wealth Management, LLC

Jun 30, 25

-12

Vista Wealth Management Group, LLC

6.46M

Mar 31, 25

+121.62K

3.60%

Corrigan Financial, Inc.

585.89K

Mar 31, 25

+585.89K

0.33%

Orion Portfolio Solutions, LLC

18.78K

Mar 31, 25

+7.03K

0.01%

Carlson Capital Management

3.91M

Dec 31, 24

+16.45K

2.18%

Merriman Wealth Management, LLC

3.17M

Dec 31, 24

+49.74K

1.76%

Householder Group Estate & Retirement Specialist, LLC

184

Dec 31, 24

+184

0.00%

Raymond James Financial Services Advisors, Inc.

19.53K

Sep 30, 24

+8.87K

0.01%

RAYMOND JAMES & ASSOCIATES

12.60K

Sep 30, 24

+12.60K

0.01%

Annapolis Financial Services, LLC

9.50K

Sep 30, 24

0.01%

Aspire Wealth Management Corp

2.73K

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.10M

Jun 30, 24

+327.02K

1.17%

WALDEN WEALTH PARTNERS LLC

341.98K

Jun 30, 24

+8.93K

0.19%

Private Ocean, LLC

5.04K

Jun 30, 24

+5.04K

0.00%

BENJAMIN F. EDWARDS & COMPANY, INC.

Jun 30, 24

+93

0.00%

Resource Planning Group

43.94K

Dec 31, 23

+43.94K

0.02%

WEALTHSOURCE PARTNERS, LLC

29.22K

Dec 31, 23

-282

0.02%

3D/L Capital Management, LLC

153.22K

Sep 30, 23

-13.28K

0.09%

Steward Financial Group LLC

37.03K

Sep 30, 23

+37.03K

0.02%

BEDEL FINANCIAL CONSULTING INC

9.24K

Sep 30, 23

+9.24K

0.01%

Column Capital Advisors, LLC

830

Sep 30, 23

+415

0.00%

Silicon Hills Wealth Management, LLC

270.00K

Jun 30, 23

-1.17K

0.15%

Align Wealth Management, LLC

85.86K

Dec 31, 22

+85.86K

0.05%

Laurel Wealth Advisors, Inc.

44.93K

Dec 31, 22

+44.93K

0.03%

Sanford Advisory Services, LLC

25.68K

Dec 31, 22

+25.68K

0.01%

Equius Partners, Inc.

9.73K

Dec 31, 22

+9.73K

0.01%

DOWLING & YAHNKE LLC

488.01K

Sep 30, 22

+407.84K

0.27%