Dimensional - International Small Cap Value ETF(DISV)

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Dimensional - International Small Cap Value ETF(DISV)

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DISV(DISV)

DISV

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Institutional Ownership

Top 548 Institutional Holders

Holder	Shares	Date	Change	% Held
Colony Group, LLC	13.41M	Jun 30, 26	-499.38K	12.15%
Forum Financial Management, LP	5.64M	Jun 30, 26	+37.61K	5.11%
MATHER GROUP, LLC.	5.21M	Jun 30, 26	-533.36K	4.72%
Buckingham Strategic Partners	3.12M	Jun 30, 26	+233.98K	2.83%
BANK OF AMERICA CORP /DE/	2.99M	Jun 30, 26	+722.22K	2.71%
Savant Capital, LLC	2.63M	Jun 30, 26	+1.61M	2.38%
UBS Group AG	2.49M	Jun 30, 26	+2.45M	2.25%
RITHOLTZ WEALTH MANAGEMENT	2.39M	Jun 30, 26	+103.52K	2.16%
Cerity Partners LLC	1.59M	Jun 30, 26	+173.47K	1.44%
Integrated Wealth Concepts LLC	1.41M	Jun 30, 26	+715.64K	1.28%
NORTHERN TRUST CORP	1.32M	Jun 30, 26	+126.62K	1.19%
Evanson Financial, LLC	1.21M	Jun 30, 26	+1.21M	1.10%
Asset Dedication, LLC	1.21M	Jun 30, 26	-10.53K	1.10%
CI Private Wealth, LLC	1.02M	Jun 30, 26	-34.09K	0.93%
MONOGRAPH WEALTH ADVISORS, LLC	979.70K	Jun 30, 26	+69.56K	0.89%
HighTower Advisors, LLC	978.43K	Jun 30, 26	-24.99K	0.89%
JACKSON THORNTON ASSET MANAGEMENT, LLC	958.34K	Jun 30, 26	+12.93K	0.87%
Creative Planning	877.95K	Jun 30, 26	-3.33K	0.80%
GREAT OAK CAPITAL PARTNERS, LLC	871.45K	Jun 30, 26	+33.10K	0.79%
BANK OF MONTREAL /CAN/	829.64K	Jun 30, 26	+22.39K	0.75%
MERCER GLOBAL ADVISORS INC /ADV	823.82K	Jun 30, 26	+253.10K	0.75%
ENVESTNET ASSET MANAGEMENT INC	815.54K	Jun 30, 26	-91.20K	0.74%
JANE STREET GROUP, LLC	786.04K	Jun 30, 26	-212.71K	0.71%
Planning Center, Inc.	697.48K	Jun 30, 26	+9.03K	0.63%
Index Fund Advisors, Inc.	654.08K	Jun 30, 26	+28.98K	0.59%
DiNuzzo Private Wealth, Inc.	641.92K	Jun 30, 26	-4.81K	0.58%
Integris Wealth Management, LLC	626.66K	Jun 30, 26	-2.75K	0.57%
William Mack & Associates, Inc.	588.90K	Jun 30, 26	+216.14K	0.53%
Modera Wealth Management, LLC	587.31K	Jun 30, 26	+61.88K	0.53%
CAPITAL PERFORMANCE ADVISORS LLP	540.47K	Jun 30, 26	+25.84K	0.49%
Baker Ellis Asset Management LLC	539.55K	Jun 30, 26	-797	0.49%
Rather & Kittrell, Inc.	539.29K	Jun 30, 26	+23.62K	0.49%
NorthAvenue LLC	535.35K	Jun 30, 26	-9.46K	0.49%
Sequoia Financial Advisors, LLC	533.75K	Jun 30, 26	+23.47K	0.48%
Financial Harvest, LLC	531.09K	Jun 30, 26	+30.73K	0.48%
Smartleaf Asset Management LLC	513.43K	Jun 30, 26	--	0.47%
RAYMOND JAMES FINANCIAL INC	491.24K	Jun 30, 26	+35.15K	0.45%
Equita Financial Network, Inc.	483.74K	Jun 30, 26	+23.82K	0.44%
Quantum Financial Advisors, LLC	482.00K	Jun 30, 26	+24.71K	0.44%
Henrickson Nauta Wealth Advisors, Inc.	468.86K	Jun 30, 26	+15.41K	0.42%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	461.41K	Jun 30, 26	+47.25K	0.42%
Beacon Pointe Advisors, LLC	449.27K	Jun 30, 26	+70.25K	0.41%
MB Generational Wealth, LLC	444.34K	Jun 30, 26	+3.50K	0.40%
SHAKESPEARE WEALTH MANAGEMENT, INC.	436.89K	Jun 30, 26	+14.11K	0.40%
KEB ASSET MANAGEMENT, LLC	425.66K	Jun 30, 26	-787	0.39%
LRI Investments, LLC	414.35K	Jun 30, 26	-4.23K	0.38%
von Borstel & Associates, Inc.	410.93K	Jun 30, 26	+18.53K	0.37%
Betterment LLC	403.55K	Jun 30, 26	+27.55K	0.37%
Vestmark Advisory Solutions, Inc.	386.88K	Jun 30, 26	-234	0.35%
ASSETMARK, INC	383.08K	Jun 30, 26	+382.31K	0.35%
Seaside Wealth Management, Inc.	372.30K	Jun 30, 26	+3.12K	0.34%
CARDIFF PARK ADVISORS, LLC	369.26K	Jun 30, 26	+22.08K	0.33%
Parkwoods Wealth Partners, LLC	367.56K	Jun 30, 26	+44.69K	0.33%
Hill Investment Group Partners, LLC	350.54K	Jun 30, 26	-5.62K	0.32%
Miramar Fiduciary Corp	337.80K	Jun 30, 26	-70.78K	0.31%
PARK AVENUE SECURITIES LLC	335.63K	Jun 30, 26	-32.32K	0.30%
Pathstone Holdings, LLC	329.46K	Jun 30, 26	+505	0.30%
AlphaCore Capital LLC	321.37K	Jun 30, 26	-3.00K	0.29%
Sensible Money, LLC	319.75K	Jun 30, 26	+6.83K	0.29%
Meritas Wealth Management, LLC	318.21K	Jun 30, 26	+27.98K	0.29%
Krilogy Financial LLC	314.04K	Jun 30, 26	-14.67K	0.28%
EXCHANGE TRADED CONCEPTS, LLC	311.96K	Jun 30, 26	+11.96K	0.28%
United Wealth Management, LLC	310.66K	Jun 30, 26	-763	0.28%
Guardian Wealth Management, LLC	303.27K	Jun 30, 26	-2.79K	0.27%
Sterling Financial Planning, Inc.	302.93K	Jun 30, 26	+6.56K	0.27%
Twin Cities Retirement Group LLC	300.63K	Jun 30, 26	-7.20K	0.27%
Kilner Capital Advisors, LLC	292.08K	Jun 30, 26	-424	0.26%
Apella Capital, LLC	290.55K	Jun 30, 26	+12.79K	0.26%
Keyes, Stange & Wooten Wealth Management, LLC	290.05K	Jun 30, 26	-1.35K	0.26%
DRAVO BAY LLC	285.64K	Jun 30, 26	+27.16K	0.26%
Quadcap Wealth Management, LLC	285.22K	Jun 30, 26	+15.66K	0.26%
ADVISOR GROUP HOLDINGS, INC.	279.31K	Jun 30, 26	+90.07K	0.25%
Hassell Wealth Management, LLC	276.36K	Jun 30, 26	+4.16K	0.25%
Physician Wealth Solutions Inc.	276.09K	Jun 30, 26	-8.34K	0.25%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	266.15K	Jun 30, 26	+29.55K	0.24%
Pacific Sage Partners, LLC	261.38K	Jun 30, 26	+10.20K	0.24%
Integrity Advisory Solutions, LLC	259.62K	Jun 30, 26	+17.27K	0.24%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	257.88K	Jun 30, 26	+4.75K	0.23%
Squire Investment Management Company, LLC	255.26K	Jun 30, 26	+9.89K	0.23%
Financial Architects, LLC	247.31K	Jun 30, 26	+3.42K	0.22%
PINNEY & SCOFIELD, INC.	245.07K	Jun 30, 26	+904	0.22%
Farther Finance Advisors, LLC	241.79K	Jun 30, 26	+23.57K	0.22%
Yardley Wealth Management LLC	236.75K	Jun 30, 26	+8.91K	0.21%
Financial Symmetry Inc	231.59K	Jun 30, 26	+1.09K	0.21%
Advisory Alpha, LLC	227.73K	Jun 30, 26	+14.72K	0.21%
FISCHER INVESTMENT STRATEGIES, LLC	227.49K	Jun 30, 26	-15.07K	0.21%
Mariner, LLC	226.93K	Jun 30, 26	-639	0.21%
Greenline Partners, LLC	226.21K	Jun 30, 26	-302	0.20%
Private Wealth Management Group, LLC	223.01K	Jun 30, 26	-6.07K	0.20%
FIDUCIARY FINANCIAL ADVISORS	221.67K	Jun 30, 26	+148.11K	0.20%
COLLECTIVE FAMILY OFFICE LLC	221.00K	Jun 30, 26	+3.51K	0.20%
Shotwell Rutter Baer Inc	216.65K	Jun 30, 26	-7.79K	0.20%
Schoolcraft Capital LLC	208.31K	Jun 30, 26	-1.35K	0.19%
25 LLC	200.60K	Jun 30, 26	+6.47K	0.18%
Delap Wealth Advisory, LLC	197.82K	Jun 30, 26	-1.29K	0.18%
CLARIS ADVISORS, LLC / MO /	197.69K	Jun 30, 26	-4.38K	0.18%
Rockefeller Capital Management L.P.	195.54K	Jun 30, 26	-69.21K	0.18%
EQ WEALTH ADVISORS, LLC	192.54K	Jun 30, 26	-8.03K	0.17%
Sepio Capital, LP	191.57K	Jun 30, 26	+2.77K	0.17%
Chicago Partners Investment Group LLC	191.43K	Jun 30, 26	+12.58K	0.17%
IFG Advisory, LLC	190.05K	Jun 30, 26	+187.23K	0.17%
Astra Wealth Partners LLC	188.19K	Jun 30, 26	+5.91K	0.17%
NewEdge Advisors, LLC	186.81K	Jun 30, 26	-8.83K	0.17%
Wealth Advisors Northwest LLC	181.15K	Jun 30, 26	+6.08K	0.16%
LPL Financial LLC	178.05K	Jun 30, 26	+41.91K	0.16%
LAM GROUP, INC.	177.59K	Jun 30, 26	-365	0.16%
Baird Financial Group, Inc.	175.56K	Jun 30, 26	+175.56K	0.16%
Concurrent Investment Advisors, LLC	172.37K	Jun 30, 26	+23.48K	0.16%
Wealthspire Advisors, LLC	171.33K	Jun 30, 26	+149.85K	0.16%
Clarity Wealth Development LLC	168.23K	Jun 30, 26	+17.09K	0.15%
BetterWealth, LLC	165.84K	Jun 30, 26	-3	0.15%
Merit Financial Group, LLC	165.13K	Jun 30, 26	+31.37K	0.15%
Vistica Wealth Advisors, LLC	164.28K	Jun 30, 26	+6.52K	0.15%
Longview Financial Advisors LLC	163.13K	Jun 30, 26	+3.54K	0.15%
Abacus Wealth Partners, LLC	162.78K	Jun 30, 26	-97.54K	0.15%
AQR CAPITAL MANAGEMENT LLC	162.76K	Jun 30, 26	+18.46K	0.15%
Financial Engines Advisors L.L.C.	162.00K	Jun 30, 26	-10.85K	0.15%
Pure Financial Advisors, LLC	160.38K	Jun 30, 26	+17.33K	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	157.90K	Jun 30, 26	+4.33K	0.14%
Seven Bridges Advisors LLC	157.87K	Jun 30, 26	+157.87K	0.14%
Mills Wealth Advisors LLC	157.53K	Jun 30, 26	+4.78K	0.14%
Foundation Wealth Management, LLC\PA	156.63K	Jun 30, 26	+12.46K	0.14%
JONES FINANCIAL COMPANIES LLLP	154.14K	Jun 30, 26	+11.07K	0.14%
Foundry Financial LLC	153.91K	Jun 30, 26	+16.19K	0.14%
BIP Wealth, LLC	153.80K	Jun 30, 26	+38.58K	0.14%
JPMORGAN CHASE & CO	153.38K	Jun 30, 26	+4.11K	0.14%
CITADEL ADVISORS LLC	153.02K	Jun 30, 26	+92.39K	0.14%
David R. Rahn & Associates Inc.	148.76K	Jun 30, 26	+614	0.13%
SAX WEALTH ADVISORS, LLC	147.79K	Jun 30, 26	+1.99K	0.13%
Abel Hall, LLC	143.56K	Jun 30, 26	+6.48K	0.13%
BWM Planning, LLC	142.53K	Jun 30, 26	+2.10K	0.13%
LIBERTY WEALTH MANAGEMENT LLC	142.12K	Jun 30, 26	--	0.13%
Burk Holdings LLC	137.88K	Jun 30, 26	+2.27K	0.12%
Avant Financial Advisors LLC	134.00K	Jun 30, 26	+1.30K	0.12%
ShankerValleau Wealth Advisors, Inc.	132.19K	Jun 30, 26	+3.36K	0.12%
Navigoe, LLC	128.43K	Jun 30, 26	+1.50K	0.12%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	127.79K	Jun 30, 26	+2.76K	0.12%
VESTIA PERSONAL WEALTH ADVISORS	127.72K	Jun 30, 26	+28.79K	0.12%
Resources Investment Advisors, LLC.	124.51K	Jun 30, 26	+15.41K	0.11%
Visionary Wealth Advisors	122.90K	Jun 30, 26	+1.25K	0.11%
HMV Wealth Advisors, LLC	122.86K	Jun 30, 26	+20.06K	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	122.39K	Jun 30, 26	+111.33K	0.11%
STIFEL FINANCIAL CORP	119.58K	Jun 30, 26	-27.89K	0.11%
NORTHWEST WEALTH MANAGEMENT, LLC	119.09K	Jun 30, 26	-4.79K	0.11%
Sterling Wealth Management, Inc.	118.39K	Jun 30, 26	+1.19K	0.11%
JDH Wealth Management, LLC	116.83K	Jun 30, 26	-625	0.11%
Good Harbor Advisors, Inc.	115.78K	Jun 30, 26	-1.17K	0.10%
Tillman Hartley LLC	113.57K	Jun 30, 26	+90	0.10%
New England Private Wealth Advisors LLC	113.04K	Jun 30, 26	+49.69K	0.10%
Emprise Bank	112.70K	Jun 30, 26	+1.34K	0.10%
Navigate Wealth Management, LLC	112.05K	Jun 30, 26	+12.22K	0.10%
McLean Asset Management Corp	111.49K	Jun 30, 26	+12.96K	0.10%
Vestment Financial LLC	108.27K	Jun 30, 26	-210	0.10%
Karpus Management, Inc.	105.61K	Jun 30, 26	+105.61K	0.10%
Kaufman Rossin Wealth, LLC	103.39K	Jun 30, 26	+2.49K	0.09%
Aviance Capital Partners, LLC	102.94K	Jun 30, 26	+2.21K	0.09%
Ruedi Wealth Management, Inc.	101.60K	Jun 30, 26	+701	0.09%
MASTER'S WEALTH MANAGEMENT INC.	100.28K	Jun 30, 26	+13.69K	0.09%
Janney Montgomery Scott LLC	99.82K	Jun 30, 26	+10.02K	0.09%
Spire Wealth Management	99.52K	Jun 30, 26	+1.03K	0.09%
Quantinno Capital Management LP	98.94K	Jun 30, 26	+23.04K	0.09%
BAYSHORE ASSET MANAGEMENT, LLC	98.43K	Jun 30, 26	+4.78K	0.09%
SRS Capital Advisors, Inc.	97.62K	Jun 30, 26	+2.86K	0.09%
M Holdings Securities, Inc.	97.31K	Jun 30, 26	-8.17K	0.09%
Golden Bell Financial Planning LLC	95.53K	Jun 30, 26	+6.82K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	94.71K	Jun 30, 26	+63.31K	0.09%
Waverly Advisors, LLC	93.17K	Jun 30, 26	-3.20K	0.08%
Gradient Capital Advisors, LLC	91.74K	Jun 30, 26	+444	0.08%
Kane Co Wealth Management, Inc.	88.31K	Jun 30, 26	+84	0.08%
E6 Portfolios, LLC	88.02K	Jun 30, 26	+7.65K	0.08%
UBS ASSET MANAGEMENT AMERICAS INC	86.93K	Jun 30, 26	-648	0.08%
QUARRY HILL ADVISORS, LLC	86.56K	Jun 30, 26	-404	0.08%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	82.91K	Jun 30, 26	+1.87K	0.08%
Schubert & Co	82.12K	Jun 30, 26	+3.67K	0.07%
MML INVESTORS SERVICES, LLC	81.94K	Jun 30, 26	+6.46K	0.07%
CSP Financial Group, LLC	80.76K	Jun 30, 26	+9.70K	0.07%
MORRIS FINANCIAL CONCEPTS, INC.	80.41K	Jun 30, 26	-2.94K	0.07%
Vannoy Advisory Group, Inc.	77.90K	Jun 30, 26	-1.63K	0.07%
RAM Investment Partners, LLC	77.79K	Jun 30, 26	+10.96K	0.07%
Burton Enright Welch	76.40K	Jun 30, 26	-362	0.07%
MARYLAND CAPITAL ADVISORS INC.	73.28K	Jun 30, 26	+73.28K	0.07%
Glass Jacobson Investment Advisors llc	72.05K	Jun 30, 26	-4.52K	0.07%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	71.73K	Jun 30, 26	+1.71K	0.06%
Brinker Capital Investments, LLC	70.85K	Jun 30, 26	+1.82K	0.06%
Brady Martz Wealth Solutions, LLC	70.24K	Jun 30, 26	+6	0.06%
Rialto Wealth Management, LLC	69.32K	Jun 30, 26	-4.86K	0.06%
Mraz, Amerine & Associates, Inc.	68.55K	Jun 30, 26	--	0.06%
Kestra Advisory Services, LLC	65.70K	Jun 30, 26	-7.39K	0.06%
XY Planning Network, Inc.	63.35K	Jun 30, 26	-219	0.06%
Aurelius Family Office LLC	63.19K	Jun 30, 26	-643	0.06%
ROYAL BANK OF CANADA	62.79K	Jun 30, 26	+44.88K	0.06%
FORVIS Wealth Advisors, LLC	62.29K	Jun 30, 26	-13.37K	0.06%
Ambassador Advisors, LLC	58.08K	Jun 30, 26	+29.43K	0.05%
DOPKINS WEALTH MANAGEMENT, LLC	57.44K	Jun 30, 26	+763	0.05%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	57.44K	Jun 30, 26	-366	0.05%
Trailhead Planners LLC	56.95K	Jun 30, 26	-10.47K	0.05%
AA Financial Advisors, LLC	56.94K	Jun 30, 26	-3.05K	0.05%
Strategic Investment Solutions, Inc. /IL	56.65K	Jun 30, 26	+13.99K	0.05%
Liberty Capital Management, Inc.	55.40K	Jun 30, 26	+55.40K	0.05%
Ferguson Johnson Wealth Management Inc	53.46K	Jun 30, 26	+4.96K	0.05%
Acorn Wealth Advisors, LLC	50.96K	Jun 30, 26	+4.96K	0.05%
Cambridge Financial Group, LLC	50.66K	Jun 30, 26	-7.94K	0.05%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	50.41K	Jun 30, 26	+2.75K	0.05%
FIG FINANCIAL ADVISORY SERVICES INC /ADV	50.20K	Jun 30, 26	+50.20K	0.05%
EverSource Wealth Advisors, LLC	49.27K	Jun 30, 26	+11.76K	0.04%
Clear Creek Financial Management, LLC	48.85K	Jun 30, 26	+1.96K	0.04%
Koenig Investment Advisory, LLC	48.45K	Jun 30, 26	+735	0.04%
PHILLIPS FINANCIAL MANAGEMENT, LLC	48.43K	Jun 30, 26	+1.40K	0.04%
Fortitude Family Office, LLC	48.31K	Jun 30, 26	-1.67K	0.04%
RTD Financial Advisors, Inc.	47.07K	Jun 30, 26	+19.48K	0.04%
COGENT STRATEGIC WEALTH LLC	46.72K	Jun 30, 26	-5.70K	0.04%
Midwest Trust Co	46.30K	Jun 30, 26	-1.38K	0.04%
Triumph Capital Management	45.75K	Jun 30, 26	+4.18K	0.04%
Cambridge Investment Research Advisors, Inc.	45.64K	Jun 30, 26	-2.22K	0.04%
Nalls Sherbakoff Group, LLC	45.23K	Jun 30, 26	-615	0.04%
Matisse Capital	44.10K	Jun 30, 26	--	0.04%
NWAM LLC	44.06K	Jun 30, 26	+596	0.04%
PW ADVISORS, LLC \ FL	43.28K	Jun 30, 26	-1.39K	0.04%
Legacy Financial Advisors, Inc.	43.16K	Jun 30, 26	+1.38K	0.04%
Moisand Fitzgerald Tamayo, LLC	42.94K	Jun 30, 26	--	0.04%
Benson Investment Management Company, Inc.	42.65K	Jun 30, 26	--	0.04%
Werba Rubin Papier Wealth Management	42.31K	Jun 30, 26	-473	0.04%
Shearwater Capital LLC	41.97K	Jun 30, 26	+11.00K	0.04%
Longview Financial Advisors, Inc.	41.83K	Jun 30, 26	+12	0.04%
Peirce Capital Management, LLC	41.32K	Jun 30, 26	-4.26K	0.04%
Three Arch Wealth Management LLC	40.74K	Jun 30, 26	-273	0.04%
MISSION WEALTH MANAGEMENT, LP	40.56K	Jun 30, 26	+9.41K	0.04%
Tortoise Investment Management, LLC	39.52K	Jun 30, 26	+584	0.04%
Veratis Advisors, Inc.	39.25K	Jun 30, 26	+39.25K	0.04%
Fundamentum, LLC	38.80K	Jun 30, 26	+128	0.04%
RB Capital Management, LLC	38.71K	Jun 30, 26	+11.45K	0.04%
CURIO WEALTH, LLC	37.93K	Jun 30, 26	-1.24K	0.03%
Nautilus Advisors LLC	37.14K	Jun 30, 26	+3.14K	0.03%
McGrath & Associates, Inc.	37.05K	Jun 30, 26	+1.94K	0.03%
CLUNE & ASSOCIATES, LTD.	36.44K	Jun 30, 26	+26	0.03%
Prosperity Planning, Inc.	36.09K	Jun 30, 26	-4.30K	0.03%
W.H. Cornerstone Investments Inc.	35.23K	Jun 30, 26	-4.17K	0.03%
CITIGROUP INC	35.16K	Jun 30, 26	+7.33K	0.03%
Capital Group Private Client Services, Inc.	34.92K	Jun 30, 26	+776	0.03%
Simplicity Wealth,LLC	34.85K	Jun 30, 26	+158	0.03%
CSS LLC/IL	34.85K	Jun 30, 26	--	0.03%
CHOREO, LLC	34.25K	Jun 30, 26	+8.10K	0.03%
Perigon Wealth Management, LLC	33.85K	Jun 30, 26	-3.81K	0.03%
RF&L WEALTH MANAGEMENT, LLC	33.73K	Jun 30, 26	-335	0.03%
Oceanside Advisors LLC	33.28K	Jun 30, 26	+261	0.03%
TITLEIST ASSET MANAGEMENT, LLC	33.03K	Jun 30, 26	+5.00K	0.03%
HBE Wealth Management, LLC	32.32K	Jun 30, 26	+3.23K	0.03%
Allworth Financial LP	31.90K	Jun 30, 26	-87.01K	0.03%
Altiora Financial Group, LLC	31.62K	Jun 30, 26	+464	0.03%
Allegiance Financial Group Advisory Services LLC	30.84K	Jun 30, 26	+231	0.03%
Approach Retirement Advisors, LLC	30.21K	Jun 30, 26	+801	0.03%
Two West Capital Advisors LLC	29.93K	Jun 30, 26	-378	0.03%
RASP WEALTH SOLUTIONS, LLC	29.61K	Jun 30, 26	+29.61K	0.03%
MORGAN STANLEY	29.61K	Jun 30, 26	-919	0.03%
KEYVANTAGE WEALTH, LLC	29.17K	Jun 30, 26	-12.85K	0.03%
BDFS Capital LLC	29.17K	Jun 30, 26	+3.19K	0.03%
GTS SECURITIES LLC	28.52K	Jun 30, 26	+4.87K	0.03%
LEVEL FOUR ADVISORY SERVICES, LLC	28.45K	Jun 30, 26	+28.45K	0.03%
CarsonAllaria Wealth Management, Ltd.	28.44K	Jun 30, 26	+947	0.03%
Hudson Oak Wealth Advisory LLC	27.90K	Jun 30, 26	+71	0.03%
Hilltop Holdings Inc.	27.24K	Jun 30, 26	+357	0.02%
Porter White Investment Advisors, Inc.	27.21K	Jun 30, 26	+374	0.02%
Ballast Financial Advisors LLC	26.41K	Jun 30, 26	-111	0.02%
Rehmann Capital Advisory Group	25.72K	Jun 30, 26	-72	0.02%
Journey Beyond Wealth, LLC	25.47K	Jun 30, 26	+474	0.02%
Capstone Wealth Management, LLC	25.20K	Jun 30, 26	-493	0.02%
Sanctuary Advisors, LLC	25.18K	Jun 30, 26	+3.56K	0.02%
ATLas Financial Planning LLC	24.76K	Jun 30, 26	+2.85K	0.02%
Vantage Point Financial LLC	23.77K	Jun 30, 26	+5.72K	0.02%
Oath Planning, LLC	23.53K	Jun 30, 26	+229	0.02%
RCS Financial Planning, LLC	23.50K	Jun 30, 26	-727	0.02%
Daner Wealth Management, LLC	23.36K	Jun 30, 26	+3.21K	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	23.24K	Jun 30, 26	+4.37K	0.02%
Generations Wealth, LLC	23.22K	Jun 30, 26	+1.86K	0.02%
Greenspring Advisors, LLC	23.15K	Jun 30, 26	+1.25K	0.02%
Outbound Financial Inc	22.95K	Jun 30, 26	-1.34K	0.02%
Summit Financial, LLC	22.31K	Jun 30, 26	+127	0.02%
Mission Hills Financial Advisory, LLC	22.28K	Jun 30, 26	+22.28K	0.02%
C M BIDWELL & ASSOCIATES LTD	22.11K	Jun 30, 26	--	0.02%
Friday Financial	22.08K	Jun 30, 26	-1	0.02%
WELLS FARGO & COMPANY/MN	21.97K	Jun 30, 26	+15.80K	0.02%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	21.56K	Jun 30, 26	-12.60K	0.02%
STUDIO INVESTMENT MANAGEMENT LLC	21.29K	Jun 30, 26	+6.22K	0.02%
Passive Capital Management, LLC.	20.88K	Jun 30, 26	-933	0.02%
HARBOR INVESTMENT ADVISORY, LLC	20.66K	Jun 30, 26	-84	0.02%
POINCIANA ADVISORS GROUP, LLC	20.58K	Jun 30, 26	--	0.02%
SIGNATUREFD, LLC	20.51K	Jun 30, 26	+3.52K	0.02%
UMB Bank, n.a.	20.00K	Jun 30, 26	-3.05K	0.02%
SEI INVESTMENTS CO	19.84K	Jun 30, 26	+3.16K	0.02%
CogentBlue Wealth Advisors, LLC	19.82K	Jun 30, 26	--	0.02%
TANDEMGROWTH FINANCIAL ADVISORS LLC	19.82K	Jun 30, 26	-277	0.02%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	19.75K	Jun 30, 26	--	0.02%
Savvy Advisors, Inc.	19.40K	Jun 30, 26	+7.16K	0.02%
FIRETHORN WEALTH PARTNERS, LLC	19.36K	Jun 30, 26	-714	0.02%
SageView Advisory Group, LLC	19.18K	Jun 30, 26	-1.20K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	19.18K	Jun 30, 26	+683	0.02%
Brookstone Capital Management	18.54K	Jun 30, 26	+2.64K	0.02%
Atlantic Union Bankshares Corp	18.45K	Jun 30, 26	+782	0.02%
Bedel Financial Consulting, Inc.	18.05K	Jun 30, 26	-94	0.02%
TRUIST FINANCIAL CORP	17.71K	Jun 30, 26	-950	0.02%
Parkshore Wealth Management, Inc.	17.69K	Jun 30, 26	-36	0.02%
Mullaney, Keating & Wright, Inc.	17.56K	Jun 30, 26	+113	0.02%
Freedom Day Solutions, LLC	17.38K	Jun 30, 26	+11.46K	0.02%
Austin Asset Management Co Inc	17.28K	Jun 30, 26	+1.17K	0.02%
DBK Financial Counsel, LLC	17.19K	Jun 30, 26	-802	0.02%
Stratos Wealth Partners, LTD.	17.12K	Jun 30, 26	+3.54K	0.02%
Apollon Wealth Management, LLC	17.10K	Jun 30, 26	+17.10K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	17.00K	Jun 30, 26	+2.55K	0.02%
NATIXIS ADVISORS, L.P.	16.97K	Jun 30, 26	+4.94K	0.02%
Arkadios Wealth Advisors	16.92K	Jun 30, 26	-108	0.02%
Tyche Wealth Partners LLC	16.90K	Jun 30, 26	--	0.02%
Vise Technologies, Inc.	16.83K	Jun 30, 26	+16.83K	0.02%
Abacus Planning Group, Inc.	16.50K	Jun 30, 26	+146	0.01%
EP Wealth Advisors, LLC	16.05K	Jun 30, 26	+5.00K	0.01%
Cogent Private Wealth, Inc.	15.85K	Jun 30, 26	--	0.01%
HANOVER ADVISORS INC	15.53K	Jun 30, 26	--	0.01%
Triad Wealth Partners, LLC	15.27K	Jun 30, 26	+4.12K	0.01%
Verus Financial Partners, Inc.	15.02K	Jun 30, 26	+219	0.01%
Mattern Wealth Management LLC	15.00K	Jun 30, 26	+15.00K	0.01%
BluePrint Investing LLC	14.91K	Jun 30, 26	--	0.01%
AXXCESS WEALTH MANAGEMENT, LLC	14.84K	Jun 30, 26	+14.84K	0.01%
RIVERCHASE WEALTH MANAGEMENT, LLC	14.76K	Jun 30, 26	+24	0.01%
Breakwater Capital Group	14.60K	Jun 30, 26	+653	0.01%
XCELSIOR ADVISOR PARTNERS LLC	14.55K	Jun 30, 26	-87	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	14.51K	Jun 30, 26	+14.51K	0.01%
Diversify Advisory Services, LLC	14.51K	Jun 30, 26	+14.51K	0.01%
Timonier Family Office, LTD.	14.36K	Jun 30, 26	+14.36K	0.01%
3 FACTOR INDEXING, LLC	13.79K	Jun 30, 26	--	0.01%
Global Financial Private Client, LLC	13.71K	Jun 30, 26	+5.79K	0.01%
Great Point Wealth Advisors, LLC	13.70K	Jun 30, 26	-10	0.01%
Cornerstone Wealth Management, LLC	13.70K	Jun 30, 26	+5.20K	0.01%
Fortis Capital Management LLC	13.57K	Jun 30, 26	+180	0.01%
SC&H Financial Advisors, Inc.	13.50K	Jun 30, 26	--	0.01%
Del-Sette Capital Management, LLC	13.48K	Jun 30, 26	-380	0.01%
Platform Wealth Management, LLC	13.43K	Jun 30, 26	+13.43K	0.01%
Disciplined Investments, LLC	13.36K	Jun 30, 26	-28	0.01%
GOLDMAN SACHS GROUP INC	12.97K	Jun 30, 26	+12.97K	0.01%
Clarity Capital Advisors, LLC	12.75K	Jun 30, 26	+185	0.01%
Aptus Capital Advisors, LLC	12.52K	Jun 30, 26	+6.18K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	12.29K	Jun 30, 26	+2.40K	0.01%
ARK & TLK INVESTMENTS, LLC	12.29K	Jun 30, 26	+19	0.01%
Canvas Wealth Advisors, LLC	12.28K	Jun 30, 26	+3.64K	0.01%
Torren Management, LLC	12.08K	Jun 30, 26	-60	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	12.08K	Jun 30, 26	+52	0.01%
FMR LLC	12.04K	Jun 30, 26	+2.45K	0.01%
Accurate Wealth Management, LLC	11.95K	Jun 30, 26	+84	0.01%
US BANCORP \DE\	11.88K	Jun 30, 26	--	0.01%
Gibson Capital, LLC	11.64K	Jun 30, 26	--	0.01%
Belleair Asset Management, LLC	11.62K	Jun 30, 26	+8	0.01%
ELEVATE WEALTH ADVISORY, INC	11.58K	Jun 30, 26	-990	0.01%
Frankly Finances, LLC	11.54K	Jun 30, 26	--	0.01%
Aegis Wealth Management LLC	11.52K	Jun 30, 26	-248	0.01%
MARIPAU WEALTH MANAGEMENT LLC	11.40K	Jun 30, 26	+3.00K	0.01%
Entelevest, LLC	11.35K	Jun 30, 26	+1.35K	0.01%
SmartHarvest Portfolios, LLC	10.51K	Jun 30, 26	--	0.01%
CAPTRUST FINANCIAL ADVISORS	10.38K	Jun 30, 26	--	0.01%
Wealth Enhancement Trust Services, Inc.	10.05K	Jun 30, 26	-1.00K	0.01%
Miracle Mile Advisors, LLC	10.04K	Jun 30, 26	+10.04K	0.01%
Samalin Investment Counsel, LLC	10.02K	Jun 30, 26	-398	0.01%
Selective Wealth Management, Inc.	9.86K	Jun 30, 26	+2.13K	0.01%
Advyzon Investment Management, LLC	9.78K	Jun 30, 26	-405	0.01%
Washington Trust Advisors, Inc.	9.67K	Jun 30, 26	+4	0.01%
Higgins & Schmidt Wealth Strategies LLC	9.47K	Jun 30, 26	-473	0.01%
Shepherd Financial Partners LLC	9.18K	Jun 30, 26	+9.18K	0.01%
Root Financial Partners, LLC	9.15K	Jun 30, 26	+2.19K	0.01%
BlackRock, Inc.	9.04K	Jun 30, 26	+1.31K	0.01%
J. Safra Sarasin Holding AG	9.00K	Jun 30, 26	--	0.01%
SUTTON PLACE INVESTORS LLC	8.99K	Jun 30, 26	+73	0.01%
Venture Visionary Partners LLC	8.96K	Jun 30, 26	+8.96K	0.01%
TCFG Investment Advisors, LLC	8.73K	Jun 30, 26	+734	0.01%
LAZARI CAPITAL MANAGEMENT, INC.	8.03K	Jun 30, 26	+196	0.01%
GeoWealth Management, LLC	8.01K	Jun 30, 26	+941	0.01%
Beaird Harris Wealth Management, LLC	7.99K	Jun 30, 26	+4.36K	0.01%
HARBOUR INVESTMENTS, INC.	7.81K	Jun 30, 26	+600	0.01%
CIBC Bancorp USA Inc.	7.71K	Jun 30, 26	+100	0.01%
Signal Advisors Wealth, LLC	7.56K	Jun 30, 26	+7.56K	0.01%
SwitchPoint Financial Planning, LLC	7.45K	Jun 30, 26	--	0.01%
BENJAMIN EDWARDS INC	7.40K	Jun 30, 26	+7.40K	0.01%
SYM FINANCIAL Corp	7.31K	Jun 30, 26	--	0.01%
Strathmore Capital Advisors, Inc.	7.24K	Jun 30, 26	+843	0.01%
M Wealth Management, LLC	6.93K	Jun 30, 26	--	0.01%
Ponta Wealth Partners, LLC	6.89K	Jun 30, 26	+355	0.01%
New Dimensions Wealth Management, LLC	6.87K	Jun 30, 26	--	0.01%
Nuveen, LLC	6.68K	Jun 30, 26	+6.68K	0.01%
Rockwood Wealth Management, LLC	6.65K	Jun 30, 26	--	0.01%
Morton Capital Management LLC/CA	6.57K	Jun 30, 26	+285	0.01%
Family Management Corp	6.43K	Jun 30, 26	-10.37K	0.01%
Cloud Capital Management, LLC	6.30K	Jun 30, 26	+507	0.01%
Pacific Asset Management, LLC	6.30K	Jun 30, 26	+6.30K	0.01%
Family CFO Inc	6.30K	Jun 30, 26	--	0.01%
Lauterbach Financial Advisors, LLC	6.22K	Jun 30, 26	-100	0.01%
Wescott Financial Advisory Group, LLC	6.20K	Jun 30, 26	+91	0.01%
Steward Partners Investment Advisory, LLC	6.19K	Jun 30, 26	+258	0.01%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	6.12K	Jun 30, 26	+762	0.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	6.06K	Jun 30, 26	--	0.01%
Kondo Wealth Advisors, Inc.	5.70K	Jun 30, 26	+30	0.01%
Clearstead Advisors, LLC	5.69K	Jun 30, 26	-1.54K	0.01%
LJI Wealth Management, LLC	5.69K	Jun 30, 26	-2.08K	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	5.65K	Jun 30, 26	+5.65K	0.01%
BAKER TILLY WEALTH MANAGEMENT, LLC	5.64K	Jun 30, 26	+5.64K	0.01%
Mutual Advisors, LLC	5.58K	Jun 30, 26	-543	0.01%
INSIGNEO ADVISORY SERVICES, LLC	5.58K	Jun 30, 26	+5.58K	0.01%
Tranquility Partners, LLC	5.42K	Jun 30, 26	+5.42K	0.00%
STOLZ & ASSOCIATES, PS	5.41K	Jun 30, 26	--	0.00%
TCG Advisory Services, LLC	5.37K	Jun 30, 26	+5.37K	0.00%
IEQ CAPITAL, LLC	5.26K	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	5.25K	Jun 30, 26	--	0.00%
Concord Wealth Partners	5.23K	Jun 30, 26	+5.23K	0.00%
Valued Wealth Advisors LLC	5.13K	Jun 30, 26	+3.71K	0.00%
ZRC WEALTH MANAGEMENT, LLC	5.13K	Jun 30, 26	+64	0.00%
Frazier Financial Advisors, LLC	5.12K	Jun 30, 26	-73	0.00%
VISTA CAPITAL PARTNERS, INC.	5.12K	Jun 30, 26	+5.12K	0.00%
Oakwell Private Wealth Management, LLC	5.09K	Jun 30, 26	+5.09K	0.00%
Versant Capital Management, Inc	5.07K	Jun 30, 26	+51	0.00%
IHT Wealth Management, LLC	5.06K	Jun 30, 26	+5.06K	0.00%
Owl Creek Wealth Partners LLC	4.14K	Jun 30, 26	+466	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	3.73K	Jun 30, 26	+2.38K	0.00%
Pillar Financial Advisors, LLC	3.68K	Jun 30, 26	--	0.00%
DecisionPoint Financial, LLC	3.64K	Jun 30, 26	+53	0.00%
IFP Advisors, Inc	3.32K	Jun 30, 26	-907	0.00%
CARY STREET PARTNERS FINANCIAL LLC	3.24K	Jun 30, 26	+3.24K	0.00%
Geneos Wealth Management Inc.	3.00K	Jun 30, 26	--	0.00%
Rachor Investment Advisory Services, LLC	2.78K	Jun 30, 26	+440	0.00%
AdvisorNet Financial, Inc	2.72K	Jun 30, 26	+285	0.00%
Acropolis Investment Management, LLC	2.62K	Jun 30, 26	--	0.00%
Innovative Asset Advisors Group, LLC	2.44K	Jun 30, 26	-523	0.00%
Reyes Financial Architecture, Inc.	2.29K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.15K	Jun 30, 26	+2.15K	0.00%
BESSEMER GROUP INC	2.14K	Jun 30, 26	+2.14K	0.00%
AE Wealth Management LLC	2.08K	Jun 30, 26	-6.95K	0.00%
Morton Brown Family Wealth, LLC	2.05K	Jun 30, 26	+277	0.00%
FIFTH THIRD BANCORP	1.88K	Jun 30, 26	-168	0.00%
Medallion Wealth Advisors, LLC	1.79K	Jun 30, 26	--	0.00%
Harbor Asset Planning, Inc.	1.74K	Jun 30, 26	+25	0.00%
American Capital Advisory, LLC	1.65K	Jun 30, 26	--	0.00%
RHL GROUP, LLC	1.30K	Jun 30, 26	+85	0.00%
BARD ASSOCIATES INC	1.25K	Jun 30, 26	+1.25K	0.00%
Ares Financial Consulting, LLC	1.16K	Jun 30, 26	+14	0.00%
CENTRAL TRUST Co	1.09K	Jun 30, 26	+1.09K	0.00%
ANGELES WEALTH MANAGEMENT, LLC	1.04K	Jun 30, 26	-1	0.00%
Global Retirement Partners, LLC	916	Jun 30, 26	+916	0.00%
Strategic Wealth Partners, Ltd.	912	Jun 30, 26	+14	0.00%
Prudent Man Investment Management, Inc.	838	Jun 30, 26	--	0.00%
Timmons Wealth Management, LLC	810	Jun 30, 26	+25	0.00%
ROGCO, LP	775	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	763	Jun 30, 26	+31	0.00%
Acumen Wealth Advisors, LLC	721	Jun 30, 26	+721	0.00%
Ashton Thomas Private Wealth, LLC	709	Jun 30, 26	--	0.00%
Capital Analysts, LLC	657	Jun 30, 26	+657	0.00%
HORIZON FINANCIAL SERVICES, LLC	642	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	531	Jun 30, 26	--	0.00%
Providence Capital Advisors, LLC	517	Jun 30, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	425	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	415	Jun 30, 26	+19	0.00%
Operose Advisors LLC	384	Jun 30, 26	-42	0.00%
Vermillion Wealth Management, Inc.	353	Jun 30, 26	--	0.00%
Hara Capital LLC	346	Jun 30, 26	--	0.00%
Rossby Financial, LCC	329	Jun 30, 26	+34	0.00%
Cornerstone Financial Management LLC	300	Jun 30, 26	+300	0.00%
Qube Research & Technologies Ltd	253	Jun 30, 26	-2.95K	0.00%
Lodestone Wealth Management LLC	209	Jun 30, 26	+3	0.00%
Coston, McIsaac & Partners	181	Jun 30, 26	+2	0.00%
CX Institutional	150	Jun 30, 26	+150	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	101	Jun 30, 26	+101	0.00%
GILPIN WEALTH MANAGEMENT, LLC	100	Jun 30, 26	--	0.00%
Strive Financial Group ,LLC	85	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	62	Jun 30, 26	--	0.00%
Integrity Financial Corp /WA	34	Jun 30, 26	--	0.00%
Sankala Group LLC	20	Jun 30, 26	+10	0.00%
ST GERMAIN D J CO INC	1	Jun 30, 26	+1	0.00%
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-17.65K	--
PCM Encore, LLC	--	Jun 30, 26	-7.05K	--
BROWN ADVISORY INC	--	Jun 30, 26	-5.52K	--
Advisory Services Network, LLC	--	Jun 30, 26	-1.19K	--
Brand Asset Management Group, Inc.	--	Jun 30, 26	-9.56K	--
Golden State Equity Partners	--	Jun 30, 26	-358	--
Shore Point Advisors, LLC	--	Jun 30, 26	-5.15K	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-67.45K	--
Berger Financial Group, Inc	--	Jun 30, 26	-5.96K	--
MAI Capital Management	--	Jun 30, 26	-8	--
GEN Financial Management, INC.	--	Jun 30, 26	-8.23K	--
FLPUTNAM INVESTMENT MANAGEMENT CO	--	Jun 30, 26	-11.41K	--
CYPRESS FINANCIAL PLANNING LLC	--	Jun 30, 26	-20.42K	--
WealthShield Partners, LLC	--	Jun 30, 26	-1.21K	--
Forum Finance Group S.A.	--	Jun 30, 26	-2.87K	--
CoreCap Advisors, LLC	--	Jun 30, 26	-160	--
Broadhurst Jeffrey B	--	Jun 30, 26	-6.78K	--
BNB Wealth Management, LLC	--	Jun 30, 26	-11.33K	--
OLD MISSION CAPITAL LLC	--	Jun 30, 26	-194.15K	--
HHM Wealth Advisors, LLC	--	Jun 30, 26	-367	--
Evanson Asset Management, LLC	1.19M	Mar 31, 26	+43.57K	1.07%
EXENCIAL WEALTH ADVISORS, LLC	1.17M	Mar 31, 26	+295.27K	1.06%
Premier Financial Group	737.43K	Mar 31, 26	+2.36K	0.67%
CWM, LLC	127.17K	Mar 31, 26	-8.32K	0.12%
Efficient Advisors, LLC	103.72K	Mar 31, 26	-10.49K	0.09%
SIGNET FINANCIAL MANAGEMENT, LLC	22.12K	Mar 31, 26	-499	0.02%
Cherry Tree Wealth Management, LLC	16.83K	Mar 31, 26	-1.34K	0.02%
TCFG WEALTH MANAGEMENT, LLC	7.99K	Mar 31, 26	-204	0.01%
McIlrath & Eck, LLC	2.85K	Mar 31, 26	-477	0.00%
Anfield Capital Management, LLC	1.35K	Mar 31, 26	+1.35K	0.00%
Parkside Financial Bank & Trust	1.10K	Mar 31, 26	--	0.00%
Yeomans Consulting Group, Inc.	140.27K	Dec 31, 25	-178.82K	0.13%
Grunden Financial Advisory, Inc.	90.46K	Dec 31, 25	+2.32K	0.08%
Austin Private Wealth, LLC	27.67K	Dec 31, 25	+872	0.03%
CIBC Private Wealth Group, LLC	7.61K	Dec 31, 25	-138	0.01%
COMERICA BANK	1.14K	Dec 31, 25	-5.70K	0.00%
Running Point Capital Advisors, LLC	199	Dec 31, 25	--	0.00%
PBMares Wealth Management LLC	239.98K	Sep 30, 25	+24.49K	0.22%
Willow Creek Wealth Management Inc.	123.89K	Sep 30, 25	-582	0.11%
Hemington Wealth Management	31.44K	Sep 30, 25	-1.09K	0.03%
Wealthstream Advisors, Inc.	6.29K	Sep 30, 25	+4	0.01%
Kathleen S. Wright Associates Inc.	3.60K	Sep 30, 25	--	0.00%
Efficient Frontier Advisors LLC	67.28K	Jun 30, 25	+3.17K	0.06%
Parkworth Wealth Management, Inc.	52.95K	Jun 30, 25	+1.85K	0.05%
PrairieView Partners, LLC	27.83K	Jun 30, 25	+10.82K	0.03%
Congress Wealth Management LLC / DE /	10.54K	Jun 30, 25	+909	0.01%
KRAFT ASSET MANAGEMENT, LLC	6.20K	Jun 30, 25	-1.30K	0.01%
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-7.23K	--
Callan Capital, LLC	399.46K	Mar 31, 25	-6.52K	0.36%
Orion Portfolio Solutions, LLC	21.55K	Mar 31, 25	+2.92K	0.02%
Sandy Spring Bank	1.90K	Mar 31, 25	-195	0.00%
Merriman Wealth Management, LLC	8.87M	Dec 31, 24	+274.04K	8.03%
Carlson Capital Management	24.34K	Dec 31, 24	+24.34K	0.02%
Cassady Schiller Wealth Management, LLC	750	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	141.89K	Sep 30, 24	+10.48K	0.13%
RAYMOND JAMES & ASSOCIATES	57.46K	Sep 30, 24	+8.71K	0.05%
Financial Planning & Information Services, Inc.	12.76K	Sep 30, 24	+12.76K	0.01%
Aspire Wealth Management Corp	2.79K	Sep 30, 24	--	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	3.15M	Jun 30, 24	+362.44K	2.85%
Private Ocean, LLC	874	Jun 30, 24	+874	0.00%
Relative Value Partners Group, LLC	--	Jun 30, 24	-489.44K	--
ML & R WEALTH MANAGEMENT LLC	107.82K	Mar 31, 24	-52.46K	0.10%
Bridgeworth, LLC	340.59K	Dec 31, 23	+2.90K	0.31%
WEALTHSOURCE PARTNERS, LLC	43.76K	Dec 31, 23	-812	0.04%
Bartlett & Co. LLC	3.01K	Dec 31, 23	+3.01K	0.00%
PATHSTONE FAMILY OFFICE, LLC	298.49K	Sep 30, 23	-8.74K	0.27%
Steward Financial Group LLC	293.71K	Sep 30, 23	+5.38K	0.27%
BRIGGS ADVISORY GROUP, INC.	36.58K	Sep 30, 23	+12.01K	0.03%
COLONY GROUP LLC	11.49K	Sep 30, 23	+11.49K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	11.07K	Sep 30, 23	--	0.01%
Column Capital Advisors, LLC	--	Sep 30, 23	-200	--
Relaxing Retirement Coach	63.73K	Jun 30, 23	+8.36K	0.06%
Silicon Hills Wealth Management, LLC	23.40K	Jun 30, 23	-979	0.02%
Equius Partners, Inc.	493.37K	Dec 31, 22	+372.96K	0.45%
Align Wealth Management, LLC	83.70K	Dec 31, 22	+83.70K	0.08%
DOWLING & YAHNKE LLC	334.37K	Sep 30, 22	+300.60K	0.30%
WIPFLI FINANCIAL ADVISORS LLC,	231.95K	Sep 30, 22	-113.65K	0.21%
CPWM, LLC	55.81K	Sep 30, 22	-25.20K	0.05%

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Holder

Date

Change

% Held

Colony Group, LLC

13.41M

Jun 30, 26

-499.38K

12.15%

Forum Financial Management, LP

5.64M

Jun 30, 26

+37.61K

5.11%

MATHER GROUP, LLC.

5.21M

Jun 30, 26

-533.36K

4.72%

Buckingham Strategic Partners

3.12M

Jun 30, 26

+233.98K

2.83%

BANK OF AMERICA CORP /DE/

2.99M

Jun 30, 26

+722.22K

2.71%

Savant Capital, LLC

2.63M

Jun 30, 26

+1.61M

2.38%

UBS Group AG

2.49M

Jun 30, 26

+2.45M

2.25%

RITHOLTZ WEALTH MANAGEMENT

2.39M

Jun 30, 26

+103.52K

2.16%

Cerity Partners LLC

1.59M

Jun 30, 26

+173.47K

1.44%

Integrated Wealth Concepts LLC

1.41M

Jun 30, 26

+715.64K

1.28%

NORTHERN TRUST CORP

1.32M

Jun 30, 26

+126.62K

1.19%

Evanson Financial, LLC

1.21M

Jun 30, 26

+1.21M

1.10%

Asset Dedication, LLC

1.21M

Jun 30, 26

-10.53K

1.10%

CI Private Wealth, LLC

1.02M

Jun 30, 26

-34.09K

0.93%

MONOGRAPH WEALTH ADVISORS, LLC

979.70K

Jun 30, 26

+69.56K

0.89%

HighTower Advisors, LLC

978.43K

Jun 30, 26

-24.99K

0.89%

JACKSON THORNTON ASSET MANAGEMENT, LLC

958.34K

Jun 30, 26

+12.93K

0.87%

Creative Planning

877.95K

Jun 30, 26

-3.33K

0.80%

GREAT OAK CAPITAL PARTNERS, LLC

871.45K

Jun 30, 26

+33.10K

0.79%

BANK OF MONTREAL /CAN/

829.64K

Jun 30, 26

+22.39K

0.75%

MERCER GLOBAL ADVISORS INC /ADV

823.82K

Jun 30, 26

+253.10K

0.75%

ENVESTNET ASSET MANAGEMENT INC

815.54K

Jun 30, 26

-91.20K

0.74%

JANE STREET GROUP, LLC

786.04K

Jun 30, 26

-212.71K

0.71%

Planning Center, Inc.

697.48K

Jun 30, 26

+9.03K

0.63%

Index Fund Advisors, Inc.

654.08K

Jun 30, 26

+28.98K

0.59%

DiNuzzo Private Wealth, Inc.

641.92K

Jun 30, 26

-4.81K

0.58%

Integris Wealth Management, LLC

626.66K

Jun 30, 26

-2.75K

0.57%

William Mack & Associates, Inc.

588.90K

Jun 30, 26

+216.14K

0.53%

Modera Wealth Management, LLC

587.31K

Jun 30, 26

+61.88K

0.53%

CAPITAL PERFORMANCE ADVISORS LLP

540.47K

Jun 30, 26

+25.84K

0.49%

Baker Ellis Asset Management LLC

539.55K

Jun 30, 26

-797

0.49%

Rather & Kittrell, Inc.

539.29K

Jun 30, 26

+23.62K

0.49%

NorthAvenue LLC

535.35K

Jun 30, 26

-9.46K

0.49%

Sequoia Financial Advisors, LLC

533.75K

Jun 30, 26

+23.47K

0.48%

Financial Harvest, LLC

531.09K

Jun 30, 26

+30.73K

0.48%

Smartleaf Asset Management LLC

513.43K

Jun 30, 26

0.47%

RAYMOND JAMES FINANCIAL INC

491.24K

Jun 30, 26

+35.15K

0.45%

Equita Financial Network, Inc.

483.74K

Jun 30, 26

+23.82K

0.44%

Quantum Financial Advisors, LLC

482.00K

Jun 30, 26

+24.71K

0.44%

Henrickson Nauta Wealth Advisors, Inc.

468.86K

Jun 30, 26

+15.41K

0.42%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

461.41K

Jun 30, 26

+47.25K

0.42%

Beacon Pointe Advisors, LLC

449.27K

Jun 30, 26

+70.25K

0.41%

MB Generational Wealth, LLC

444.34K

Jun 30, 26

+3.50K

0.40%

SHAKESPEARE WEALTH MANAGEMENT, INC.

436.89K

Jun 30, 26

+14.11K

0.40%

KEB ASSET MANAGEMENT, LLC

425.66K

Jun 30, 26

-787

0.39%

LRI Investments, LLC

414.35K

Jun 30, 26

-4.23K

0.38%

von Borstel & Associates, Inc.

410.93K

Jun 30, 26

+18.53K

0.37%

Betterment LLC

403.55K

Jun 30, 26

+27.55K

0.37%

Vestmark Advisory Solutions, Inc.

386.88K

Jun 30, 26

-234

0.35%

ASSETMARK, INC

383.08K

Jun 30, 26

+382.31K

0.35%

Seaside Wealth Management, Inc.

372.30K

Jun 30, 26

+3.12K

0.34%

CARDIFF PARK ADVISORS, LLC

369.26K

Jun 30, 26

+22.08K

0.33%

Parkwoods Wealth Partners, LLC

367.56K

Jun 30, 26

+44.69K

0.33%

Hill Investment Group Partners, LLC

350.54K

Jun 30, 26

-5.62K

0.32%

Miramar Fiduciary Corp

337.80K

Jun 30, 26

-70.78K

0.31%

PARK AVENUE SECURITIES LLC

335.63K

Jun 30, 26

-32.32K

0.30%

Pathstone Holdings, LLC

329.46K

Jun 30, 26

+505

0.30%

AlphaCore Capital LLC

321.37K

Jun 30, 26

-3.00K

0.29%

Sensible Money, LLC

319.75K

Jun 30, 26

+6.83K

0.29%

Meritas Wealth Management, LLC

318.21K

Jun 30, 26

+27.98K

0.29%

Krilogy Financial LLC

314.04K

Jun 30, 26

-14.67K

0.28%

EXCHANGE TRADED CONCEPTS, LLC

311.96K

Jun 30, 26

+11.96K

0.28%

United Wealth Management, LLC

310.66K

Jun 30, 26

-763

0.28%

Guardian Wealth Management, LLC

303.27K

Jun 30, 26

-2.79K

0.27%

Sterling Financial Planning, Inc.

302.93K

Jun 30, 26

+6.56K

0.27%

Twin Cities Retirement Group LLC

300.63K

Jun 30, 26

-7.20K

0.27%

Kilner Capital Advisors, LLC

292.08K

Jun 30, 26

-424

0.26%

Apella Capital, LLC

290.55K

Jun 30, 26

+12.79K

0.26%

Keyes, Stange & Wooten Wealth Management, LLC

290.05K

Jun 30, 26

-1.35K

0.26%

DRAVO BAY LLC

285.64K

Jun 30, 26

+27.16K

0.26%

Quadcap Wealth Management, LLC

285.22K

Jun 30, 26

+15.66K

0.26%

ADVISOR GROUP HOLDINGS, INC.

279.31K

Jun 30, 26

+90.07K

0.25%

Hassell Wealth Management, LLC

276.36K

Jun 30, 26

+4.16K

0.25%

Physician Wealth Solutions Inc.

276.09K

Jun 30, 26

-8.34K

0.25%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

266.15K

Jun 30, 26

+29.55K

0.24%

Pacific Sage Partners, LLC

261.38K

Jun 30, 26

+10.20K

0.24%

Integrity Advisory Solutions, LLC

259.62K

Jun 30, 26

+17.27K

0.24%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

257.88K

Jun 30, 26

+4.75K

0.23%

Squire Investment Management Company, LLC

255.26K

Jun 30, 26

+9.89K

0.23%

Financial Architects, LLC

247.31K

Jun 30, 26

+3.42K

0.22%

PINNEY & SCOFIELD, INC.

245.07K

Jun 30, 26

+904

0.22%

Farther Finance Advisors, LLC

241.79K

Jun 30, 26

+23.57K

0.22%

Yardley Wealth Management LLC

236.75K

Jun 30, 26

+8.91K

0.21%

Financial Symmetry Inc

231.59K

Jun 30, 26

+1.09K

0.21%

Advisory Alpha, LLC

227.73K

Jun 30, 26

+14.72K

0.21%

FISCHER INVESTMENT STRATEGIES, LLC

227.49K

Jun 30, 26

-15.07K

0.21%

Mariner, LLC

226.93K

Jun 30, 26

-639

0.21%

Greenline Partners, LLC

226.21K

Jun 30, 26

-302

0.20%

Private Wealth Management Group, LLC

223.01K

Jun 30, 26

-6.07K

0.20%

FIDUCIARY FINANCIAL ADVISORS

221.67K

Jun 30, 26

+148.11K

0.20%

COLLECTIVE FAMILY OFFICE LLC

221.00K

Jun 30, 26

+3.51K

0.20%

Shotwell Rutter Baer Inc

216.65K

Jun 30, 26

-7.79K

0.20%

Schoolcraft Capital LLC

208.31K

Jun 30, 26

-1.35K

0.19%

25 LLC

200.60K

Jun 30, 26

+6.47K

0.18%

Delap Wealth Advisory, LLC

197.82K

Jun 30, 26

-1.29K

0.18%

CLARIS ADVISORS, LLC / MO /

197.69K

Jun 30, 26

-4.38K

0.18%

Rockefeller Capital Management L.P.

195.54K

Jun 30, 26

-69.21K

0.18%

EQ WEALTH ADVISORS, LLC

192.54K

Jun 30, 26

-8.03K

0.17%

Sepio Capital, LP

191.57K

Jun 30, 26

+2.77K

0.17%

Chicago Partners Investment Group LLC

191.43K

Jun 30, 26

+12.58K

0.17%

IFG Advisory, LLC

190.05K

Jun 30, 26

+187.23K

0.17%

Astra Wealth Partners LLC

188.19K

Jun 30, 26

+5.91K

0.17%

NewEdge Advisors, LLC

186.81K

Jun 30, 26

-8.83K

0.17%

Wealth Advisors Northwest LLC

181.15K

Jun 30, 26

+6.08K

0.16%

LPL Financial LLC

178.05K

Jun 30, 26

+41.91K

0.16%

LAM GROUP, INC.

177.59K

Jun 30, 26

-365

0.16%

Baird Financial Group, Inc.

175.56K

Jun 30, 26

+175.56K

0.16%

Concurrent Investment Advisors, LLC

172.37K

Jun 30, 26

+23.48K

0.16%

Wealthspire Advisors, LLC

171.33K

Jun 30, 26

+149.85K

0.16%

Clarity Wealth Development LLC

168.23K

Jun 30, 26

+17.09K

0.15%

BetterWealth, LLC

165.84K

Jun 30, 26

-3

0.15%

Merit Financial Group, LLC

165.13K

Jun 30, 26

+31.37K

0.15%

Vistica Wealth Advisors, LLC

164.28K

Jun 30, 26

+6.52K

0.15%

Longview Financial Advisors LLC

163.13K

Jun 30, 26

+3.54K

0.15%

Abacus Wealth Partners, LLC

162.78K

Jun 30, 26

-97.54K

0.15%

AQR CAPITAL MANAGEMENT LLC

162.76K

Jun 30, 26

+18.46K

0.15%

Financial Engines Advisors L.L.C.

162.00K

Jun 30, 26

-10.85K

0.15%

Pure Financial Advisors, LLC

160.38K

Jun 30, 26

+17.33K

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

157.90K

Jun 30, 26

+4.33K

0.14%

Seven Bridges Advisors LLC

157.87K

Jun 30, 26

+157.87K

0.14%

Mills Wealth Advisors LLC

157.53K

Jun 30, 26

+4.78K

0.14%

Foundation Wealth Management, LLC\PA

156.63K

Jun 30, 26

+12.46K

0.14%

JONES FINANCIAL COMPANIES LLLP

154.14K

Jun 30, 26

+11.07K

0.14%

Foundry Financial LLC

153.91K

Jun 30, 26

+16.19K

0.14%

BIP Wealth, LLC

153.80K

Jun 30, 26

+38.58K

0.14%

JPMORGAN CHASE & CO

153.38K

Jun 30, 26

+4.11K

0.14%

CITADEL ADVISORS LLC

153.02K

Jun 30, 26

+92.39K

0.14%

David R. Rahn & Associates Inc.

148.76K

Jun 30, 26

+614

0.13%

SAX WEALTH ADVISORS, LLC

147.79K

Jun 30, 26

+1.99K

0.13%

Abel Hall, LLC

143.56K

Jun 30, 26

+6.48K

0.13%

BWM Planning, LLC

142.53K

Jun 30, 26

+2.10K

0.13%

LIBERTY WEALTH MANAGEMENT LLC

142.12K

Jun 30, 26

0.13%

Burk Holdings LLC

137.88K

Jun 30, 26

+2.27K

0.12%

Avant Financial Advisors LLC

134.00K

Jun 30, 26

+1.30K

0.12%

ShankerValleau Wealth Advisors, Inc.

132.19K

Jun 30, 26

+3.36K

0.12%

Navigoe, LLC

128.43K

Jun 30, 26

+1.50K

0.12%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

127.79K

Jun 30, 26

+2.76K

0.12%

VESTIA PERSONAL WEALTH ADVISORS

127.72K

Jun 30, 26

+28.79K

0.12%

Resources Investment Advisors, LLC.

124.51K

Jun 30, 26

+15.41K

0.11%

Visionary Wealth Advisors

122.90K

Jun 30, 26

+1.25K

0.11%

HMV Wealth Advisors, LLC

122.86K

Jun 30, 26

+20.06K

0.11%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

122.39K

Jun 30, 26

+111.33K

0.11%

STIFEL FINANCIAL CORP

119.58K

Jun 30, 26

-27.89K

0.11%

NORTHWEST WEALTH MANAGEMENT, LLC

119.09K

Jun 30, 26

-4.79K

0.11%

Sterling Wealth Management, Inc.

118.39K

Jun 30, 26

+1.19K

0.11%

JDH Wealth Management, LLC

116.83K

Jun 30, 26

-625

0.11%

Good Harbor Advisors, Inc.

115.78K

Jun 30, 26

-1.17K

0.10%

Tillman Hartley LLC

113.57K

Jun 30, 26

+90

0.10%

New England Private Wealth Advisors LLC

113.04K

Jun 30, 26

+49.69K

0.10%

Emprise Bank

112.70K

Jun 30, 26

+1.34K

0.10%

Navigate Wealth Management, LLC

112.05K

Jun 30, 26

+12.22K

0.10%

McLean Asset Management Corp

111.49K

Jun 30, 26

+12.96K

0.10%

Vestment Financial LLC

108.27K

Jun 30, 26

-210

0.10%

Karpus Management, Inc.

105.61K

Jun 30, 26

+105.61K

0.10%

Kaufman Rossin Wealth, LLC

103.39K

Jun 30, 26

+2.49K

0.09%

Aviance Capital Partners, LLC

102.94K

Jun 30, 26

+2.21K

0.09%

Ruedi Wealth Management, Inc.

101.60K

Jun 30, 26

+701

0.09%

MASTER'S WEALTH MANAGEMENT INC.

100.28K

Jun 30, 26

+13.69K

0.09%

Janney Montgomery Scott LLC

99.82K

Jun 30, 26

+10.02K

0.09%

Spire Wealth Management

99.52K

Jun 30, 26

+1.03K

0.09%

Quantinno Capital Management LP

98.94K

Jun 30, 26

+23.04K

0.09%

BAYSHORE ASSET MANAGEMENT, LLC

98.43K

Jun 30, 26

+4.78K

0.09%

SRS Capital Advisors, Inc.

97.62K

Jun 30, 26

+2.86K

0.09%

M Holdings Securities, Inc.

97.31K

Jun 30, 26

-8.17K

0.09%

Golden Bell Financial Planning LLC

95.53K

Jun 30, 26

+6.82K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

94.71K

Jun 30, 26

+63.31K

0.09%

Waverly Advisors, LLC

93.17K

Jun 30, 26

-3.20K

0.08%

Gradient Capital Advisors, LLC

91.74K

Jun 30, 26

+444

0.08%

Kane Co Wealth Management, Inc.

88.31K

Jun 30, 26

+84

0.08%

E6 Portfolios, LLC

88.02K

Jun 30, 26

+7.65K

0.08%

UBS ASSET MANAGEMENT AMERICAS INC

86.93K

Jun 30, 26

-648

0.08%

QUARRY HILL ADVISORS, LLC

86.56K

Jun 30, 26

-404

0.08%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

82.91K

Jun 30, 26

+1.87K

0.08%

Schubert & Co

82.12K

Jun 30, 26

+3.67K

0.07%

MML INVESTORS SERVICES, LLC

81.94K

Jun 30, 26

+6.46K

0.07%

CSP Financial Group, LLC

80.76K

Jun 30, 26

+9.70K

0.07%

MORRIS FINANCIAL CONCEPTS, INC.

80.41K

Jun 30, 26

-2.94K

0.07%

Vannoy Advisory Group, Inc.

77.90K

Jun 30, 26

-1.63K

0.07%

RAM Investment Partners, LLC

77.79K

Jun 30, 26

+10.96K

0.07%

Burton Enright Welch

76.40K

Jun 30, 26

-362

0.07%

MARYLAND CAPITAL ADVISORS INC.

73.28K

Jun 30, 26

+73.28K

0.07%

Glass Jacobson Investment Advisors llc

72.05K

Jun 30, 26

-4.52K

0.07%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

71.73K

Jun 30, 26

+1.71K

0.06%

Brinker Capital Investments, LLC

70.85K

Jun 30, 26

+1.82K

0.06%

Brady Martz Wealth Solutions, LLC

70.24K

Jun 30, 26

0.06%

Rialto Wealth Management, LLC

69.32K

Jun 30, 26

-4.86K

0.06%

Mraz, Amerine & Associates, Inc.

68.55K

Jun 30, 26

0.06%

Kestra Advisory Services, LLC

65.70K

Jun 30, 26

-7.39K

0.06%

XY Planning Network, Inc.

63.35K

Jun 30, 26

-219

0.06%

Aurelius Family Office LLC

63.19K

Jun 30, 26

-643

0.06%

ROYAL BANK OF CANADA

62.79K

Jun 30, 26

+44.88K

0.06%

FORVIS Wealth Advisors, LLC

62.29K

Jun 30, 26

-13.37K

0.06%

Ambassador Advisors, LLC

58.08K

Jun 30, 26

+29.43K

0.05%

DOPKINS WEALTH MANAGEMENT, LLC

57.44K

Jun 30, 26

+763

0.05%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

57.44K

Jun 30, 26

-366

0.05%

Trailhead Planners LLC

56.95K

Jun 30, 26

-10.47K

0.05%

AA Financial Advisors, LLC

56.94K

Jun 30, 26

-3.05K

0.05%

Strategic Investment Solutions, Inc. /IL

56.65K

Jun 30, 26

+13.99K

0.05%

Liberty Capital Management, Inc.

55.40K

Jun 30, 26

+55.40K

0.05%

Ferguson Johnson Wealth Management Inc

53.46K

Jun 30, 26

+4.96K

0.05%

Acorn Wealth Advisors, LLC

50.96K

Jun 30, 26

+4.96K

0.05%

Cambridge Financial Group, LLC

50.66K

Jun 30, 26

-7.94K

0.05%

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

50.41K

Jun 30, 26

+2.75K

0.05%

FIG FINANCIAL ADVISORY SERVICES INC /ADV

50.20K

Jun 30, 26

+50.20K

0.05%

EverSource Wealth Advisors, LLC

49.27K

Jun 30, 26

+11.76K

0.04%

Clear Creek Financial Management, LLC

48.85K

Jun 30, 26

+1.96K

0.04%

Koenig Investment Advisory, LLC

48.45K

Jun 30, 26

+735

0.04%

PHILLIPS FINANCIAL MANAGEMENT, LLC

48.43K

Jun 30, 26

+1.40K

0.04%

Fortitude Family Office, LLC

48.31K

Jun 30, 26

-1.67K

0.04%

RTD Financial Advisors, Inc.

47.07K

Jun 30, 26

+19.48K

0.04%

COGENT STRATEGIC WEALTH LLC

46.72K

Jun 30, 26

-5.70K

0.04%

Midwest Trust Co

46.30K

Jun 30, 26

-1.38K

0.04%

Triumph Capital Management

45.75K

Jun 30, 26

+4.18K

0.04%

Cambridge Investment Research Advisors, Inc.

45.64K

Jun 30, 26

-2.22K

0.04%

Nalls Sherbakoff Group, LLC

45.23K

Jun 30, 26

-615

0.04%

Matisse Capital

44.10K

Jun 30, 26

0.04%

NWAM LLC

44.06K

Jun 30, 26

+596

0.04%

PW ADVISORS, LLC \ FL

43.28K

Jun 30, 26

-1.39K

0.04%

Legacy Financial Advisors, Inc.

43.16K

Jun 30, 26

+1.38K

0.04%

Moisand Fitzgerald Tamayo, LLC

42.94K

Jun 30, 26

0.04%

Benson Investment Management Company, Inc.

42.65K

Jun 30, 26

0.04%

Werba Rubin Papier Wealth Management

42.31K

Jun 30, 26

-473

0.04%

Shearwater Capital LLC

41.97K

Jun 30, 26

+11.00K

0.04%

Longview Financial Advisors, Inc.

41.83K

Jun 30, 26

+12

0.04%

Peirce Capital Management, LLC

41.32K

Jun 30, 26

-4.26K

0.04%

Three Arch Wealth Management LLC

40.74K

Jun 30, 26

-273

0.04%

MISSION WEALTH MANAGEMENT, LP

40.56K

Jun 30, 26

+9.41K

0.04%

Tortoise Investment Management, LLC

39.52K

Jun 30, 26

+584

0.04%

Veratis Advisors, Inc.

39.25K

Jun 30, 26

+39.25K

0.04%

Fundamentum, LLC

38.80K

Jun 30, 26

+128

0.04%

RB Capital Management, LLC

38.71K

Jun 30, 26

+11.45K

0.04%

CURIO WEALTH, LLC

37.93K

Jun 30, 26

-1.24K

0.03%

Nautilus Advisors LLC

37.14K

Jun 30, 26

+3.14K

0.03%

McGrath & Associates, Inc.

37.05K

Jun 30, 26

+1.94K

0.03%

CLUNE & ASSOCIATES, LTD.

36.44K

Jun 30, 26

+26

0.03%

Prosperity Planning, Inc.

36.09K

Jun 30, 26

-4.30K

0.03%

W.H. Cornerstone Investments Inc.

35.23K

Jun 30, 26

-4.17K

0.03%

CITIGROUP INC

35.16K

Jun 30, 26

+7.33K

0.03%

Capital Group Private Client Services, Inc.

34.92K

Jun 30, 26

+776

0.03%

Simplicity Wealth,LLC

34.85K

Jun 30, 26

+158

0.03%

CSS LLC/IL

34.85K

Jun 30, 26

0.03%

CHOREO, LLC

34.25K

Jun 30, 26

+8.10K

0.03%

Perigon Wealth Management, LLC

33.85K

Jun 30, 26

-3.81K

0.03%

RF&L WEALTH MANAGEMENT, LLC

33.73K

Jun 30, 26

-335

0.03%

Oceanside Advisors LLC

33.28K

Jun 30, 26

+261

0.03%

TITLEIST ASSET MANAGEMENT, LLC

33.03K

Jun 30, 26

+5.00K

0.03%

HBE Wealth Management, LLC

32.32K

Jun 30, 26

+3.23K

0.03%

Allworth Financial LP

31.90K

Jun 30, 26

-87.01K

0.03%

Altiora Financial Group, LLC

31.62K

Jun 30, 26

+464

0.03%

Allegiance Financial Group Advisory Services LLC

30.84K

Jun 30, 26

+231

0.03%

Approach Retirement Advisors, LLC

30.21K

Jun 30, 26

+801

0.03%

Two West Capital Advisors LLC

29.93K

Jun 30, 26

-378

0.03%

RASP WEALTH SOLUTIONS, LLC

29.61K

Jun 30, 26

+29.61K

0.03%

MORGAN STANLEY

29.61K

Jun 30, 26

-919

0.03%

KEYVANTAGE WEALTH, LLC

29.17K

Jun 30, 26

-12.85K

0.03%

BDFS Capital LLC

29.17K

Jun 30, 26

+3.19K

0.03%

GTS SECURITIES LLC

28.52K

Jun 30, 26

+4.87K

0.03%

LEVEL FOUR ADVISORY SERVICES, LLC

28.45K

Jun 30, 26

+28.45K

0.03%

CarsonAllaria Wealth Management, Ltd.

28.44K

Jun 30, 26

+947

0.03%

Hudson Oak Wealth Advisory LLC

27.90K

Jun 30, 26

+71

0.03%

Hilltop Holdings Inc.

27.24K

Jun 30, 26

+357

0.02%

Porter White Investment Advisors, Inc.

27.21K

Jun 30, 26

+374

0.02%

Ballast Financial Advisors LLC

26.41K

Jun 30, 26

-111

0.02%

Rehmann Capital Advisory Group

25.72K

Jun 30, 26

-72

0.02%

Journey Beyond Wealth, LLC

25.47K

Jun 30, 26

+474

0.02%

Capstone Wealth Management, LLC

25.20K

Jun 30, 26

-493

0.02%

Sanctuary Advisors, LLC

25.18K

Jun 30, 26

+3.56K

0.02%

ATLas Financial Planning LLC

24.76K

Jun 30, 26

+2.85K

0.02%

Vantage Point Financial LLC

23.77K

Jun 30, 26

+5.72K

0.02%

Oath Planning, LLC

23.53K

Jun 30, 26

+229

0.02%

RCS Financial Planning, LLC

23.50K

Jun 30, 26

-727

0.02%

Daner Wealth Management, LLC

23.36K

Jun 30, 26

+3.21K

0.02%

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

23.24K

Jun 30, 26

+4.37K

0.02%

Generations Wealth, LLC

23.22K

Jun 30, 26

+1.86K

0.02%

Greenspring Advisors, LLC

23.15K

Jun 30, 26

+1.25K

0.02%

Outbound Financial Inc

22.95K

Jun 30, 26

-1.34K

0.02%

Summit Financial, LLC

22.31K

Jun 30, 26

+127

0.02%

Mission Hills Financial Advisory, LLC

22.28K

Jun 30, 26

+22.28K

0.02%

C M BIDWELL & ASSOCIATES LTD

22.11K

Jun 30, 26

0.02%

Friday Financial

22.08K

Jun 30, 26

-1

0.02%

WELLS FARGO & COMPANY/MN

21.97K

Jun 30, 26

+15.80K

0.02%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

21.56K

Jun 30, 26

-12.60K

0.02%

STUDIO INVESTMENT MANAGEMENT LLC

21.29K

Jun 30, 26

+6.22K

0.02%

Passive Capital Management, LLC.

20.88K

Jun 30, 26

-933

0.02%

HARBOR INVESTMENT ADVISORY, LLC

20.66K

Jun 30, 26

-84

0.02%

POINCIANA ADVISORS GROUP, LLC

20.58K

Jun 30, 26

0.02%

SIGNATUREFD, LLC

20.51K

Jun 30, 26

+3.52K

0.02%

UMB Bank, n.a.

20.00K

Jun 30, 26

-3.05K

0.02%

SEI INVESTMENTS CO

19.84K

Jun 30, 26

+3.16K

0.02%

CogentBlue Wealth Advisors, LLC

19.82K

Jun 30, 26

0.02%

TANDEMGROWTH FINANCIAL ADVISORS LLC

19.82K

Jun 30, 26

-277

0.02%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

19.75K

Jun 30, 26

0.02%

Savvy Advisors, Inc.

19.40K

Jun 30, 26

+7.16K

0.02%

FIRETHORN WEALTH PARTNERS, LLC

19.36K

Jun 30, 26

-714

0.02%

SageView Advisory Group, LLC

19.18K

Jun 30, 26

-1.20K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

19.18K

Jun 30, 26

+683

0.02%

Brookstone Capital Management

18.54K

Jun 30, 26

+2.64K

0.02%

Atlantic Union Bankshares Corp

18.45K

Jun 30, 26

+782

0.02%

Bedel Financial Consulting, Inc.

18.05K

Jun 30, 26

-94

0.02%

TRUIST FINANCIAL CORP

17.71K

Jun 30, 26

-950

0.02%

Parkshore Wealth Management, Inc.

17.69K

Jun 30, 26

-36

0.02%

Mullaney, Keating & Wright, Inc.

17.56K

Jun 30, 26

+113

0.02%

Freedom Day Solutions, LLC

17.38K

Jun 30, 26

+11.46K

0.02%

Austin Asset Management Co Inc

17.28K

Jun 30, 26

+1.17K

0.02%

DBK Financial Counsel, LLC

17.19K

Jun 30, 26

-802

0.02%

Stratos Wealth Partners, LTD.

17.12K

Jun 30, 26

+3.54K

0.02%

Apollon Wealth Management, LLC

17.10K

Jun 30, 26

+17.10K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

17.00K

Jun 30, 26

+2.55K

0.02%

NATIXIS ADVISORS, L.P.

16.97K

Jun 30, 26

+4.94K

0.02%

Arkadios Wealth Advisors

16.92K

Jun 30, 26

-108

0.02%

Tyche Wealth Partners LLC

16.90K

Jun 30, 26

0.02%

Vise Technologies, Inc.

16.83K

Jun 30, 26

+16.83K

0.02%

Abacus Planning Group, Inc.

16.50K

Jun 30, 26

+146

0.01%

EP Wealth Advisors, LLC

16.05K

Jun 30, 26

+5.00K

0.01%

Cogent Private Wealth, Inc.

15.85K

Jun 30, 26

0.01%

HANOVER ADVISORS INC

15.53K

Jun 30, 26

0.01%

Triad Wealth Partners, LLC

15.27K

Jun 30, 26

+4.12K

0.01%

Verus Financial Partners, Inc.

15.02K

Jun 30, 26

+219

0.01%

Mattern Wealth Management LLC

15.00K

Jun 30, 26

+15.00K

0.01%

BluePrint Investing LLC

14.91K

Jun 30, 26

0.01%

AXXCESS WEALTH MANAGEMENT, LLC

14.84K

Jun 30, 26

+14.84K

0.01%

RIVERCHASE WEALTH MANAGEMENT, LLC

14.76K

Jun 30, 26

+24

0.01%

Breakwater Capital Group

14.60K

Jun 30, 26

+653

0.01%

XCELSIOR ADVISOR PARTNERS LLC

14.55K

Jun 30, 26

-87

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

14.51K

Jun 30, 26

+14.51K

0.01%

Diversify Advisory Services, LLC

14.51K

Jun 30, 26

+14.51K

0.01%

Timonier Family Office, LTD.

14.36K

Jun 30, 26

+14.36K

0.01%

3 FACTOR INDEXING, LLC

13.79K

Jun 30, 26

0.01%

Global Financial Private Client, LLC

13.71K

Jun 30, 26

+5.79K

0.01%

Great Point Wealth Advisors, LLC

13.70K

Jun 30, 26

-10

0.01%

Cornerstone Wealth Management, LLC

13.70K

Jun 30, 26

+5.20K

0.01%

Fortis Capital Management LLC

13.57K

Jun 30, 26

+180

0.01%

SC&H Financial Advisors, Inc.

13.50K

Jun 30, 26

0.01%

Del-Sette Capital Management, LLC

13.48K

Jun 30, 26

-380

0.01%

Platform Wealth Management, LLC

13.43K

Jun 30, 26

+13.43K

0.01%

Disciplined Investments, LLC

13.36K

Jun 30, 26

-28

0.01%

GOLDMAN SACHS GROUP INC

12.97K

Jun 30, 26

+12.97K

0.01%

Clarity Capital Advisors, LLC

12.75K

Jun 30, 26

+185

0.01%

Aptus Capital Advisors, LLC

12.52K

Jun 30, 26

+6.18K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

12.29K

Jun 30, 26

+2.40K

0.01%

ARK & TLK INVESTMENTS, LLC

12.29K

Jun 30, 26

+19

0.01%

Canvas Wealth Advisors, LLC

12.28K

Jun 30, 26

+3.64K

0.01%

Torren Management, LLC

12.08K

Jun 30, 26

-60

0.01%

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

12.08K

Jun 30, 26

+52

0.01%

FMR LLC

12.04K

Jun 30, 26

+2.45K

0.01%

Accurate Wealth Management, LLC

11.95K

Jun 30, 26

+84

0.01%

US BANCORP \DE\

11.88K

Jun 30, 26

0.01%

Gibson Capital, LLC

11.64K

Jun 30, 26

0.01%

Belleair Asset Management, LLC

11.62K

Jun 30, 26

0.01%

ELEVATE WEALTH ADVISORY, INC

11.58K

Jun 30, 26

-990

0.01%

Frankly Finances, LLC

11.54K

Jun 30, 26

0.01%

Aegis Wealth Management LLC

11.52K

Jun 30, 26

-248

0.01%

MARIPAU WEALTH MANAGEMENT LLC

11.40K

Jun 30, 26

+3.00K

0.01%

Entelevest, LLC

11.35K

Jun 30, 26

+1.35K

0.01%

SmartHarvest Portfolios, LLC

10.51K

Jun 30, 26

0.01%

CAPTRUST FINANCIAL ADVISORS

10.38K

Jun 30, 26

0.01%

Wealth Enhancement Trust Services, Inc.

10.05K

Jun 30, 26

-1.00K

0.01%

Miracle Mile Advisors, LLC

10.04K

Jun 30, 26

+10.04K

0.01%

Samalin Investment Counsel, LLC

10.02K

Jun 30, 26

-398

0.01%

Selective Wealth Management, Inc.

9.86K

Jun 30, 26

+2.13K

0.01%

Advyzon Investment Management, LLC

9.78K

Jun 30, 26

-405

0.01%

Washington Trust Advisors, Inc.

9.67K

Jun 30, 26

0.01%

Higgins & Schmidt Wealth Strategies LLC

9.47K

Jun 30, 26

-473

0.01%

Shepherd Financial Partners LLC

9.18K

Jun 30, 26

+9.18K

0.01%

Root Financial Partners, LLC

9.15K

Jun 30, 26

+2.19K

0.01%

BlackRock, Inc.

9.04K

Jun 30, 26

+1.31K

0.01%

J. Safra Sarasin Holding AG

9.00K

Jun 30, 26

0.01%

SUTTON PLACE INVESTORS LLC

8.99K

Jun 30, 26

+73

0.01%

Venture Visionary Partners LLC

8.96K

Jun 30, 26

+8.96K

0.01%

TCFG Investment Advisors, LLC

8.73K

Jun 30, 26

+734

0.01%

LAZARI CAPITAL MANAGEMENT, INC.

8.03K

Jun 30, 26

+196

0.01%

GeoWealth Management, LLC

8.01K

Jun 30, 26

+941

0.01%

Beaird Harris Wealth Management, LLC

7.99K

Jun 30, 26

+4.36K

0.01%

HARBOUR INVESTMENTS, INC.

7.81K

Jun 30, 26

+600

0.01%

CIBC Bancorp USA Inc.

7.71K

Jun 30, 26

+100

0.01%

Signal Advisors Wealth, LLC

7.56K

Jun 30, 26

+7.56K

0.01%

SwitchPoint Financial Planning, LLC

7.45K

Jun 30, 26

0.01%

BENJAMIN EDWARDS INC

7.40K

Jun 30, 26

+7.40K

0.01%

SYM FINANCIAL Corp

7.31K

Jun 30, 26

0.01%

Strathmore Capital Advisors, Inc.

7.24K

Jun 30, 26

+843

0.01%

M Wealth Management, LLC

6.93K

Jun 30, 26

0.01%

Ponta Wealth Partners, LLC

6.89K

Jun 30, 26

+355

0.01%

New Dimensions Wealth Management, LLC

6.87K

Jun 30, 26

0.01%

Nuveen, LLC

6.68K

Jun 30, 26

+6.68K

0.01%

Rockwood Wealth Management, LLC

6.65K

Jun 30, 26

0.01%

Morton Capital Management LLC/CA

6.57K

Jun 30, 26

+285

0.01%

Family Management Corp

6.43K

Jun 30, 26

-10.37K

0.01%

Cloud Capital Management, LLC

6.30K

Jun 30, 26

+507

0.01%

Pacific Asset Management, LLC

6.30K

Jun 30, 26

+6.30K

0.01%

Family CFO Inc

6.30K

Jun 30, 26

0.01%

Lauterbach Financial Advisors, LLC

6.22K

Jun 30, 26

-100

0.01%

Wescott Financial Advisory Group, LLC

6.20K

Jun 30, 26

+91

0.01%

Steward Partners Investment Advisory, LLC

6.19K

Jun 30, 26

+258

0.01%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

6.12K

Jun 30, 26

+762

0.01%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

6.06K

Jun 30, 26

0.01%

Kondo Wealth Advisors, Inc.

5.70K

Jun 30, 26

+30

0.01%

Clearstead Advisors, LLC

5.69K

Jun 30, 26

-1.54K

0.01%

LJI Wealth Management, LLC

5.69K

Jun 30, 26

-2.08K

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

5.65K

Jun 30, 26

+5.65K

0.01%

BAKER TILLY WEALTH MANAGEMENT, LLC

5.64K

Jun 30, 26

+5.64K

0.01%

Mutual Advisors, LLC

5.58K

Jun 30, 26

-543

0.01%

INSIGNEO ADVISORY SERVICES, LLC

5.58K

Jun 30, 26

+5.58K

0.01%

Tranquility Partners, LLC

5.42K

Jun 30, 26

+5.42K

0.00%

STOLZ & ASSOCIATES, PS

5.41K

Jun 30, 26

0.00%

TCG Advisory Services, LLC

5.37K

Jun 30, 26

+5.37K

0.00%

IEQ CAPITAL, LLC

5.26K

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

5.25K

Jun 30, 26

0.00%

Concord Wealth Partners

5.23K

Jun 30, 26

+5.23K

0.00%

Valued Wealth Advisors LLC

5.13K

Jun 30, 26

+3.71K

0.00%

ZRC WEALTH MANAGEMENT, LLC

5.13K

Jun 30, 26

+64

0.00%

Frazier Financial Advisors, LLC

5.12K

Jun 30, 26

-73

0.00%

VISTA CAPITAL PARTNERS, INC.

5.12K

Jun 30, 26

+5.12K

0.00%

Oakwell Private Wealth Management, LLC

5.09K

Jun 30, 26

+5.09K

0.00%

Versant Capital Management, Inc

5.07K

Jun 30, 26

+51

0.00%

IHT Wealth Management, LLC

5.06K

Jun 30, 26

+5.06K

0.00%

Owl Creek Wealth Partners LLC

4.14K

Jun 30, 26

+466

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

3.73K

Jun 30, 26

+2.38K

0.00%

Pillar Financial Advisors, LLC

3.68K

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

3.64K

Jun 30, 26

+53

0.00%

IFP Advisors, Inc

3.32K

Jun 30, 26

-907

0.00%

CARY STREET PARTNERS FINANCIAL LLC

3.24K

Jun 30, 26

+3.24K

0.00%

Geneos Wealth Management Inc.

3.00K

Jun 30, 26

0.00%

Rachor Investment Advisory Services, LLC

2.78K

Jun 30, 26

+440

0.00%

AdvisorNet Financial, Inc

2.72K

Jun 30, 26

+285

0.00%

Acropolis Investment Management, LLC

2.62K

Jun 30, 26

0.00%

Innovative Asset Advisors Group, LLC

2.44K

Jun 30, 26

-523

0.00%

Reyes Financial Architecture, Inc.

2.29K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.15K

Jun 30, 26

+2.15K

0.00%

BESSEMER GROUP INC

2.14K

Jun 30, 26

+2.14K

0.00%

AE Wealth Management LLC

2.08K

Jun 30, 26

-6.95K

0.00%

Morton Brown Family Wealth, LLC

2.05K

Jun 30, 26

+277

0.00%

FIFTH THIRD BANCORP

1.88K

Jun 30, 26

-168

0.00%

Medallion Wealth Advisors, LLC

1.79K

Jun 30, 26

0.00%

Harbor Asset Planning, Inc.

1.74K

Jun 30, 26

+25

0.00%

American Capital Advisory, LLC

1.65K

Jun 30, 26

0.00%

RHL GROUP, LLC

1.30K

Jun 30, 26

+85

0.00%

BARD ASSOCIATES INC

1.25K

Jun 30, 26

+1.25K

0.00%

Ares Financial Consulting, LLC

1.16K

Jun 30, 26

+14

0.00%

CENTRAL TRUST Co

1.09K

Jun 30, 26

+1.09K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.04K

Jun 30, 26

-1

0.00%

Global Retirement Partners, LLC

916

Jun 30, 26

+916

0.00%

Strategic Wealth Partners, Ltd.

912

Jun 30, 26

+14

0.00%

Prudent Man Investment Management, Inc.

838

Jun 30, 26

0.00%

Timmons Wealth Management, LLC

810

Jun 30, 26

+25

0.00%

ROGCO, LP

775

Jun 30, 26

0.00%

Millstone Evans Group, LLC

763

Jun 30, 26

+31

0.00%

Acumen Wealth Advisors, LLC

721

Jun 30, 26

+721

0.00%

Ashton Thomas Private Wealth, LLC

709

Jun 30, 26

0.00%

Capital Analysts, LLC

657

Jun 30, 26

+657

0.00%

HORIZON FINANCIAL SERVICES, LLC

642

Jun 30, 26

0.00%

WHITTIER TRUST CO

531

Jun 30, 26

0.00%

Providence Capital Advisors, LLC

517

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

425

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

415

Jun 30, 26

+19

0.00%

Operose Advisors LLC

384

Jun 30, 26

-42

0.00%

Vermillion Wealth Management, Inc.

353

Jun 30, 26

0.00%

Hara Capital LLC

346

Jun 30, 26

0.00%

Rossby Financial, LCC

329

Jun 30, 26

+34

0.00%

Cornerstone Financial Management LLC

300

Jun 30, 26

+300

0.00%

Qube Research & Technologies Ltd

253

Jun 30, 26

-2.95K

0.00%

Lodestone Wealth Management LLC

209

Jun 30, 26

0.00%

Coston, McIsaac & Partners

181

Jun 30, 26

0.00%

CX Institutional

150

Jun 30, 26

+150

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

101

Jun 30, 26

+101

0.00%

GILPIN WEALTH MANAGEMENT, LLC

100

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

Sankala Group LLC

Jun 30, 26

+10

0.00%

ST GERMAIN D J CO INC

Jun 30, 26

0.00%

FLOW TRADERS U.S. LLC

Jun 30, 26

-17.65K

PCM Encore, LLC

Jun 30, 26

-7.05K

BROWN ADVISORY INC

Jun 30, 26

-5.52K

Advisory Services Network, LLC

Jun 30, 26

-1.19K

Brand Asset Management Group, Inc.

Jun 30, 26

-9.56K

Golden State Equity Partners

Jun 30, 26

-358

Shore Point Advisors, LLC

Jun 30, 26

-5.15K

Ronald Blue Trust, Inc.

Jun 30, 26

-67.45K

Berger Financial Group, Inc

Jun 30, 26

-5.96K

MAI Capital Management

Jun 30, 26

-8

GEN Financial Management, INC.

Jun 30, 26

-8.23K

FLPUTNAM INVESTMENT MANAGEMENT CO

Jun 30, 26

-11.41K

CYPRESS FINANCIAL PLANNING LLC

Jun 30, 26

-20.42K

WealthShield Partners, LLC

Jun 30, 26

-1.21K

Forum Finance Group S.A.

Jun 30, 26

-2.87K

CoreCap Advisors, LLC

Jun 30, 26

-160

Broadhurst Jeffrey B

Jun 30, 26

-6.78K

BNB Wealth Management, LLC

Jun 30, 26

-11.33K

OLD MISSION CAPITAL LLC

Jun 30, 26

-194.15K

HHM Wealth Advisors, LLC

Jun 30, 26

-367

Evanson Asset Management, LLC

1.19M

Mar 31, 26

+43.57K

1.07%

EXENCIAL WEALTH ADVISORS, LLC

1.17M

Mar 31, 26

+295.27K

1.06%

Premier Financial Group

737.43K

Mar 31, 26

+2.36K

0.67%

CWM, LLC

127.17K

Mar 31, 26

-8.32K

0.12%

Efficient Advisors, LLC

103.72K

Mar 31, 26

-10.49K

0.09%

SIGNET FINANCIAL MANAGEMENT, LLC

22.12K

Mar 31, 26

-499

0.02%

Cherry Tree Wealth Management, LLC

16.83K

Mar 31, 26

-1.34K

0.02%

TCFG WEALTH MANAGEMENT, LLC

7.99K

Mar 31, 26

-204

0.01%

McIlrath & Eck, LLC

2.85K

Mar 31, 26

-477

0.00%

Anfield Capital Management, LLC

1.35K

Mar 31, 26

+1.35K

0.00%

Parkside Financial Bank & Trust

1.10K

Mar 31, 26

0.00%

Yeomans Consulting Group, Inc.

140.27K

Dec 31, 25

-178.82K

0.13%

Grunden Financial Advisory, Inc.

90.46K

Dec 31, 25

+2.32K

0.08%

Austin Private Wealth, LLC

27.67K

Dec 31, 25

+872

0.03%

CIBC Private Wealth Group, LLC

7.61K

Dec 31, 25

-138

0.01%

COMERICA BANK

1.14K

Dec 31, 25

-5.70K

0.00%

Running Point Capital Advisors, LLC

199

Dec 31, 25

0.00%

PBMares Wealth Management LLC

239.98K

Sep 30, 25

+24.49K

0.22%

Willow Creek Wealth Management Inc.

123.89K

Sep 30, 25

-582

0.11%

Hemington Wealth Management

31.44K

Sep 30, 25

-1.09K

0.03%

Wealthstream Advisors, Inc.

6.29K

Sep 30, 25

0.01%

Kathleen S. Wright Associates Inc.

3.60K

Sep 30, 25

0.00%

Efficient Frontier Advisors LLC

67.28K

Jun 30, 25

+3.17K

0.06%

Parkworth Wealth Management, Inc.

52.95K

Jun 30, 25

+1.85K

0.05%

PrairieView Partners, LLC

27.83K

Jun 30, 25

+10.82K

0.03%

Congress Wealth Management LLC / DE /

10.54K

Jun 30, 25

+909

0.01%

KRAFT ASSET MANAGEMENT, LLC

6.20K

Jun 30, 25

-1.30K

0.01%

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-7.23K

Callan Capital, LLC

399.46K

Mar 31, 25

-6.52K

0.36%

Orion Portfolio Solutions, LLC

21.55K

Mar 31, 25

+2.92K

0.02%

Sandy Spring Bank

1.90K

Mar 31, 25

-195

0.00%

Merriman Wealth Management, LLC

8.87M

Dec 31, 24

+274.04K

8.03%

Carlson Capital Management

24.34K

Dec 31, 24

+24.34K

0.02%

Cassady Schiller Wealth Management, LLC

750

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

141.89K

Sep 30, 24

+10.48K

0.13%

RAYMOND JAMES & ASSOCIATES

57.46K

Sep 30, 24

+8.71K

0.05%

Financial Planning & Information Services, Inc.

12.76K

Sep 30, 24

+12.76K

0.01%

Aspire Wealth Management Corp

2.79K

Sep 30, 24

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

3.15M

Jun 30, 24

+362.44K

2.85%

Private Ocean, LLC

874

Jun 30, 24

+874

0.00%

Relative Value Partners Group, LLC

Jun 30, 24

-489.44K

ML & R WEALTH MANAGEMENT LLC

107.82K

Mar 31, 24

-52.46K

0.10%

Bridgeworth, LLC

340.59K

Dec 31, 23

+2.90K

0.31%

WEALTHSOURCE PARTNERS, LLC

43.76K

Dec 31, 23

-812

0.04%

Bartlett & Co. LLC

3.01K

Dec 31, 23

+3.01K

0.00%

PATHSTONE FAMILY OFFICE, LLC

298.49K

Sep 30, 23

-8.74K

0.27%

Steward Financial Group LLC

293.71K

Sep 30, 23

+5.38K

0.27%

BRIGGS ADVISORY GROUP, INC.

36.58K

Sep 30, 23

+12.01K

0.03%

COLONY GROUP LLC

11.49K

Sep 30, 23

+11.49K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

11.07K

Sep 30, 23

0.01%

Column Capital Advisors, LLC

Sep 30, 23

-200

Relaxing Retirement Coach

63.73K

Jun 30, 23

+8.36K

0.06%

Silicon Hills Wealth Management, LLC

23.40K

Jun 30, 23

-979

0.02%

Equius Partners, Inc.

493.37K

Dec 31, 22

+372.96K

0.45%

Align Wealth Management, LLC

83.70K

Dec 31, 22

+83.70K

0.08%

DOWLING & YAHNKE LLC

334.37K

Sep 30, 22

+300.60K

0.30%

WIPFLI FINANCIAL ADVISORS LLC,

231.95K

Sep 30, 22

-113.65K

0.21%

CPWM, LLC

55.81K

Sep 30, 22

-25.20K

0.05%