Dimensional - International Small Cap Value ETF(DISV)

$42.21▲0.16 (0.38%)

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Dimensional - International Small Cap Value ETF(DISV)

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$42.21▲0.16 (0.38%)

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DISV(DISV)

DISV

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Institutional Ownership

Top 456 Institutional Holders

Holder	Shares	Date	Change	% Held
Colony Group, LLC	13.91M	Mar 31, 26	+132.48K	12.46%
MATHER GROUP, LLC.	5.74M	Mar 31, 26	-128.13K	5.14%
Forum Financial Management, LP	5.61M	Mar 31, 26	-216.29K	5.02%
Buckingham Strategic Partners	2.88M	Mar 31, 26	+260.66K	2.58%
RITHOLTZ WEALTH MANAGEMENT	2.28M	Mar 31, 26	+124.20K	2.04%
BANK OF AMERICA CORP /DE/	2.27M	Mar 31, 26	+1.21M	2.03%
Cerity Partners LLC	1.42M	Mar 31, 26	+144.03K	1.27%
NORTHERN TRUST CORP	1.19M	Mar 31, 26	+24.92K	1.07%
Evanson Asset Management, LLC	1.19M	Mar 31, 26	+43.57K	1.06%
EXENCIAL WEALTH ADVISORS, LLC	1.17M	Mar 31, 26	+295.27K	1.05%
CI Private Wealth, LLC	1.06M	Mar 31, 26	-28.06K	0.95%
Savant Capital, LLC	1.02M	Mar 31, 26	+31.55K	0.91%
HighTower Advisors, LLC	1.00M	Mar 31, 26	-207.44K	0.90%
JANE STREET GROUP, LLC	998.75K	Mar 31, 26	+498.75K	0.89%
JACKSON THORNTON ASSET MANAGEMENT, LLC	945.41K	Mar 31, 26	-33.44K	0.85%
MONOGRAPH WEALTH ADVISORS, LLC	910.14K	Mar 31, 26	+15.37K	0.82%
ENVESTNET ASSET MANAGEMENT INC	906.75K	Mar 31, 26	+132.77K	0.81%
Creative Planning	881.28K	Mar 31, 26	+11.66K	0.79%
GREAT OAK CAPITAL PARTNERS, LLC	838.34K	Mar 31, 26	+11.16K	0.75%
BANK OF MONTREAL /CAN/	807.25K	Mar 31, 26	-9.74K	0.72%
Premier Financial Group	737.43K	Mar 31, 26	+2.36K	0.66%
Integrated Wealth Concepts LLC	697.55K	Mar 31, 26	+62.21K	0.62%
Planning Center, Inc.	688.46K	Mar 31, 26	-43.81K	0.62%
DiNuzzo Private Wealth, Inc.	646.73K	Mar 31, 26	-13.51K	0.58%
Integris Wealth Management, LLC	629.41K	Mar 31, 26	-14.16K	0.56%
Index Fund Advisors, Inc.	625.10K	Mar 31, 26	+42.12K	0.56%
MERCER GLOBAL ADVISORS INC /ADV	570.71K	Mar 31, 26	+324.64K	0.51%
Baker Ellis Asset Management LLC	540.34K	Mar 31, 26	+15.20K	0.48%
Modera Wealth Management, LLC	525.43K	Mar 31, 26	+2.31K	0.47%
Rather & Kittrell, Inc.	515.67K	Mar 31, 26	+4.83K	0.46%
CAPITAL PERFORMANCE ADVISORS LLP	514.63K	Mar 31, 26	+27.58K	0.46%
Smartleaf Asset Management LLC	513.43K	Mar 31, 26	+33.00K	0.46%
Sequoia Financial Advisors, LLC	510.28K	Mar 31, 26	+13.87K	0.46%
Financial Harvest, LLC	500.36K	Mar 31, 26	+17.27K	0.45%
Equita Financial Network, Inc.	459.92K	Mar 31, 26	-24.20K	0.41%
Quantum Financial Advisors, LLC	457.29K	Mar 31, 26	-7.81K	0.41%
RAYMOND JAMES FINANCIAL INC	456.09K	Mar 31, 26	+244.18K	0.41%
Henrickson Nauta Wealth Advisors, Inc.	453.45K	Mar 31, 26	-413.72K	0.41%
MB Generational Wealth, LLC	440.84K	Mar 31, 26	+4.64K	0.39%
KEB ASSET MANAGEMENT, LLC	426.45K	Mar 31, 26	+15.14K	0.38%
SHAKESPEARE WEALTH MANAGEMENT, INC.	422.78K	Mar 31, 26	-20.22K	0.38%
LRI Investments, LLC	418.58K	Mar 31, 26	-5.10K	0.37%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	414.16K	Mar 31, 26	-202.97K	0.37%
Miramar Fiduciary Corp	408.58K	Mar 31, 26	-61.56K	0.37%
von Borstel & Associates, Inc.	392.40K	Mar 31, 26	-37.45K	0.35%
Vestmark Advisory Solutions, Inc.	387.12K	Mar 31, 26	+14.71K	0.35%
Beacon Pointe Advisors, LLC	379.02K	Mar 31, 26	-7.73K	0.34%
Betterment LLC	376.00K	Mar 31, 26	+14.31K	0.34%
Seaside Wealth Management, Inc.	369.18K	Mar 31, 26	+4.61K	0.33%
PARK AVENUE SECURITIES LLC	367.94K	Mar 31, 26	+30.96K	0.33%
Hill Investment Group Partners, LLC	356.15K	Mar 31, 26	-1.97K	0.32%
CARDIFF PARK ADVISORS, LLC	347.18K	Mar 31, 26	+1.96K	0.31%
Pathstone Holdings, LLC	328.96K	Mar 31, 26	-13.48K	0.29%
Krilogy Financial LLC	328.70K	Mar 31, 26	+3.91K	0.29%
AlphaCore Capital LLC	324.37K	Mar 31, 26	-17.12K	0.29%
Parkwoods Wealth Partners, LLC	322.87K	Mar 31, 26	+83.92K	0.29%
Sensible Money, LLC	312.92K	Mar 31, 26	-4.02K	0.28%
United Wealth Management, LLC	311.43K	Mar 31, 26	+3.92K	0.28%
EXCHANGE TRADED CONCEPTS, LLC	300.00K	Mar 31, 26	+300.00K	0.27%
Sterling Financial Planning, Inc.	296.37K	Mar 31, 26	-489	0.27%
Keyes, Stange & Wooten Wealth Management, LLC	291.40K	Mar 31, 26	+4.60K	0.26%
Meritas Wealth Management, LLC	290.23K	Mar 31, 26	+7.79K	0.26%
Physician Wealth Solutions Inc.	284.43K	Mar 31, 26	-11.01K	0.25%
Apella Capital, LLC	277.76K	Mar 31, 26	+272.34K	0.25%
Hassell Wealth Management, LLC	272.20K	Mar 31, 26	-3.65K	0.24%
Quadcap Wealth Management, LLC	269.56K	Mar 31, 26	+8.36K	0.24%
Rockefeller Capital Management L.P.	264.76K	Mar 31, 26	+55.21K	0.24%
Abacus Wealth Partners, LLC	260.32K	Mar 31, 26	-18.03K	0.23%
DRAVO BAY LLC	258.48K	Mar 31, 26	-16.72K	0.23%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	253.13K	Mar 31, 26	+11.22K	0.23%
Pacific Sage Partners, LLC	251.18K	Mar 31, 26	-744	0.22%
Squire Investment Management Company, LLC	245.37K	Mar 31, 26	+29.32K	0.22%
PINNEY & SCOFIELD, INC.	244.16K	Mar 31, 26	-1.75K	0.22%
Financial Architects, LLC	243.89K	Mar 31, 26	-3.64K	0.22%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	236.60K	Mar 31, 26	+236.60K	0.21%
Financial Symmetry Inc	230.50K	Mar 31, 26	+7.71K	0.21%
Private Wealth Management Group, LLC	229.07K	Mar 31, 26	-21.11K	0.21%
Yardley Wealth Management LLC	227.83K	Mar 31, 26	-6.17K	0.20%
Mariner, LLC	227.56K	Mar 31, 26	+144.82K	0.20%
Greenline Partners, LLC	226.51K	Mar 31, 26	+1.18K	0.20%
Shotwell Rutter Baer Inc	224.44K	Mar 31, 26	-3.81K	0.20%
Farther Finance Advisors, LLC	218.22K	Mar 31, 26	+5.47K	0.20%
COLLECTIVE FAMILY OFFICE LLC	217.49K	Mar 31, 26	+2	0.19%
Advisory Alpha, LLC	213.01K	Mar 31, 26	+13.10K	0.19%
Schoolcraft Capital LLC	209.66K	Mar 31, 26	-2.98K	0.19%
CLARIS ADVISORS, LLC / MO /	202.07K	Mar 31, 26	-11.34K	0.18%
EQ WEALTH ADVISORS, LLC	200.57K	Mar 31, 26	-1.93K	0.18%
Delap Wealth Advisory, LLC	199.11K	Mar 31, 26	-217	0.18%
OLD MISSION CAPITAL LLC	194.15K	Mar 31, 26	+167.82K	0.17%
25 LLC	194.13K	Mar 31, 26	+10.30K	0.17%
ADVISOR GROUP HOLDINGS, INC.	189.24K	Mar 31, 26	-65.50K	0.17%
Sepio Capital, LP	188.80K	Mar 31, 26	+188.80K	0.17%
NewEdge Advisors, LLC	186.53K	Mar 31, 26	-23.19K	0.17%
Astra Wealth Partners LLC	182.27K	Mar 31, 26	+7.41K	0.16%
Chicago Partners Investment Group LLC	178.85K	Mar 31, 26	+918	0.16%
LAM GROUP, INC.	177.95K	Mar 31, 26	-3.70K	0.16%
Wealth Advisors Northwest LLC	175.07K	Mar 31, 26	-4.18K	0.16%
Financial Engines Advisors L.L.C.	172.85K	Mar 31, 26	-17.54K	0.15%
BetterWealth, LLC	165.84K	Mar 31, 26	-1.59K	0.15%
Longview Financial Advisors LLC	159.59K	Mar 31, 26	+1.34K	0.14%
COMMONWEALTH EQUITY SERVICES, LLC	153.57K	Mar 31, 26	-3.12K	0.14%
Mills Wealth Advisors LLC	152.75K	Mar 31, 26	+3.90K	0.14%
Clarity Wealth Development LLC	151.14K	Mar 31, 26	+5.12K	0.14%
JPMORGAN CHASE & CO	149.27K	Mar 31, 26	+2.15K	0.13%
Concurrent Investment Advisors, LLC	148.88K	Mar 31, 26	+138.42K	0.13%
David R. Rahn & Associates Inc.	148.14K	Mar 31, 26	+130.84K	0.13%
STIFEL FINANCIAL CORP	147.47K	Mar 31, 26	-8.83K	0.13%
SAX WEALTH ADVISORS, LLC	145.81K	Mar 31, 26	-792	0.13%
AQR CAPITAL MANAGEMENT LLC	144.30K	Mar 31, 26	+7.53K	0.13%
Foundation Wealth Management, LLC\PA	144.17K	Mar 31, 26	+4.71K	0.13%
JONES FINANCIAL COMPANIES LLLP	143.07K	Mar 31, 26	+36.78K	0.13%
Pure Financial Advisors, LLC	143.05K	Mar 31, 26	+10.57K	0.13%
LIBERTY WEALTH MANAGEMENT LLC	142.12K	Mar 31, 26	-2.94K	0.13%
BWM Planning, LLC	140.43K	Mar 31, 26	-10.13K	0.13%
Abel Hall, LLC	137.07K	Mar 31, 26	-824	0.12%
LPL Financial LLC	136.14K	Mar 31, 26	-6.25K	0.12%
Burk Holdings LLC	135.61K	Mar 31, 26	+11.87K	0.12%
Merit Financial Group, LLC	133.76K	Mar 31, 26	+133.76K	0.12%
Avant Financial Advisors LLC	132.70K	Mar 31, 26	-802	0.12%
ShankerValleau Wealth Advisors, Inc.	128.83K	Mar 31, 26	-1.28K	0.12%
CWM, LLC	127.17K	Mar 31, 26	-8.32K	0.11%
Navigoe, LLC	126.92K	Mar 31, 26	+4.54K	0.11%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	125.03K	Mar 31, 26	-2.15K	0.11%
NORTHWEST WEALTH MANAGEMENT, LLC	123.88K	Mar 31, 26	-3.56K	0.11%
Visionary Wealth Advisors	121.65K	Mar 31, 26	+6.00K	0.11%
Allworth Financial LP	118.91K	Mar 31, 26	+87.00K	0.11%
JDH Wealth Management, LLC	117.46K	Mar 31, 26	-7.82K	0.11%
Sterling Wealth Management, Inc.	117.20K	Mar 31, 26	+5.30K	0.10%
BIP Wealth, LLC	115.22K	Mar 31, 26	+13.98K	0.10%
Tillman Hartley LLC	113.48K	Mar 31, 26	-3.44K	0.10%
Emprise Bank	111.36K	Mar 31, 26	+5.48K	0.10%
Resources Investment Advisors, LLC.	109.10K	Mar 31, 26	+4.03K	0.10%
Vestment Financial LLC	108.48K	Mar 31, 26	-267	0.10%
M Holdings Securities, Inc.	105.48K	Mar 31, 26	+12.03K	0.09%
Efficient Advisors, LLC	103.72K	Mar 31, 26	-10.49K	0.09%
HMV Wealth Advisors, LLC	102.80K	Mar 31, 26	+6.95K	0.09%
Kaufman Rossin Wealth, LLC	100.90K	Mar 31, 26	-13.68K	0.09%
Ruedi Wealth Management, Inc.	100.90K	Mar 31, 26	-8.21K	0.09%
Aviance Capital Partners, LLC	100.73K	Mar 31, 26	+7.00K	0.09%
VESTIA PERSONAL WEALTH ADVISORS	98.94K	Mar 31, 26	+9.35K	0.09%
McLean Asset Management Corp	98.53K	Mar 31, 26	+15.67K	0.09%
Spire Wealth Management	98.49K	Mar 31, 26	+1.17K	0.09%
Waverly Advisors, LLC	96.37K	Mar 31, 26	+3.57K	0.09%
SRS Capital Advisors, Inc.	94.76K	Mar 31, 26	+1.92K	0.08%
BAYSHORE ASSET MANAGEMENT, LLC	93.65K	Mar 31, 26	+1.02K	0.08%
Gradient Capital Advisors, LLC	91.30K	Mar 31, 26	-4.28K	0.08%
Janney Montgomery Scott LLC	89.80K	Mar 31, 26	+19.52K	0.08%
Golden Bell Financial Planning LLC	88.70K	Mar 31, 26	+3.96K	0.08%
UBS ASSET MANAGEMENT AMERICAS INC	87.58K	Mar 31, 26	+87.58K	0.08%
QUARRY HILL ADVISORS, LLC	86.97K	Mar 31, 26	-2.01K	0.08%
MASTER'S WEALTH MANAGEMENT INC.	86.59K	Mar 31, 26	+2.87K	0.08%
MORRIS FINANCIAL CONCEPTS, INC.	83.36K	Mar 31, 26	+300	0.07%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	81.04K	Mar 31, 26	+502	0.07%
Vannoy Advisory Group, Inc.	79.53K	Mar 31, 26	-2.54K	0.07%
Schubert & Co	78.45K	Mar 31, 26	+6.26K	0.07%
Glass Jacobson Investment Advisors llc	76.57K	Mar 31, 26	+1.13K	0.07%
Quantinno Capital Management LP	75.90K	Mar 31, 26	+21.78K	0.07%
FORVIS Wealth Advisors, LLC	75.66K	Mar 31, 26	-16.55K	0.07%
MML INVESTORS SERVICES, LLC	75.48K	Mar 31, 26	+11.97K	0.07%
Rialto Wealth Management, LLC	74.18K	Mar 31, 26	-29.37K	0.07%
Kestra Advisory Services, LLC	73.09K	Mar 31, 26	+7.06K	0.07%
Brady Martz Wealth Solutions, LLC	70.23K	Mar 31, 26	-100	0.06%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	70.02K	Mar 31, 26	-5.81K	0.06%
Brinker Capital Investments, LLC	69.03K	Mar 31, 26	-27.57K	0.06%
Mraz, Amerine & Associates, Inc.	68.55K	Mar 31, 26	--	0.06%
Ronald Blue Trust, Inc.	67.45K	Mar 31, 26	+6.73K	0.06%
RAM Investment Partners, LLC	66.83K	Mar 31, 26	+16.99K	0.06%
Aurelius Family Office LLC	63.83K	Mar 31, 26	+303	0.06%
XY Planning Network, Inc.	63.57K	Mar 31, 26	+4.60K	0.06%
New England Private Wealth Advisors LLC	63.35K	Mar 31, 26	+23	0.06%
CITADEL ADVISORS LLC	60.63K	Mar 31, 26	+60.63K	0.05%
AA Financial Advisors, LLC	60.00K	Mar 31, 26	+60.00K	0.05%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	57.80K	Mar 31, 26	+430	0.05%
DOPKINS WEALTH MANAGEMENT, LLC	56.68K	Mar 31, 26	-2.95K	0.05%
Fortitude Family Office, LLC	49.98K	Mar 31, 26	--	0.04%
Cambridge Investment Research Advisors, Inc.	47.86K	Mar 31, 26	+2.63K	0.04%
Midwest Trust Co	47.68K	Mar 31, 26	+3.19K	0.04%
PHILLIPS FINANCIAL MANAGEMENT, LLC	47.04K	Mar 31, 26	+7.40K	0.04%
Clear Creek Financial Management, LLC	46.89K	Mar 31, 26	+2.94K	0.04%
Acorn Wealth Advisors, LLC	46.01K	Mar 31, 26	+7.45K	0.04%
Peirce Capital Management, LLC	45.58K	Mar 31, 26	-1.47K	0.04%
Matisse Capital	44.10K	Mar 31, 26	--	0.04%
NWAM LLC	43.47K	Mar 31, 26	-4.71K	0.04%
Moisand Fitzgerald Tamayo, LLC	42.94K	Mar 31, 26	-247	0.04%
Werba Rubin Papier Wealth Management	42.78K	Mar 31, 26	+5.78K	0.04%
Strategic Investment Solutions, Inc. /IL	42.66K	Mar 31, 26	+2.02K	0.04%
Benson Investment Management Company, Inc.	42.65K	Mar 31, 26	+42.65K	0.04%
KEYVANTAGE WEALTH, LLC	42.02K	Mar 31, 26	-3.78K	0.04%
Longview Financial Advisors, Inc.	41.81K	Mar 31, 26	+351	0.04%
Legacy Financial Advisors, Inc.	41.77K	Mar 31, 26	+2.94K	0.04%
Triumph Capital Management	41.57K	Mar 31, 26	+5.37K	0.04%
Prosperity Planning, Inc.	40.39K	Mar 31, 26	-1.47K	0.04%
W.H. Cornerstone Investments Inc.	39.39K	Mar 31, 26	-11.37K	0.04%
CURIO WEALTH, LLC	39.17K	Mar 31, 26	+1.14K	0.04%
Tortoise Investment Management, LLC	38.94K	Mar 31, 26	+200	0.03%
Fundamentum, LLC	38.68K	Mar 31, 26	-3.70K	0.03%
Perigon Wealth Management, LLC	37.66K	Mar 31, 26	+6.34K	0.03%
EverSource Wealth Advisors, LLC	37.51K	Mar 31, 26	-5.24K	0.03%
CLUNE & ASSOCIATES, LTD.	36.41K	Mar 31, 26	+6.14K	0.03%
McGrath & Associates, Inc.	35.11K	Mar 31, 26	-1.48K	0.03%
CSS LLC/IL	34.85K	Mar 31, 26	--	0.03%
Simplicity Wealth,LLC	34.69K	Mar 31, 26	+196	0.03%
UBS Group AG	34.22K	Mar 31, 26	+34.06K	0.03%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	34.16K	Mar 31, 26	-658	0.03%
Capital Group Private Client Services, Inc.	34.14K	Mar 31, 26	+2.19K	0.03%
RF&L WEALTH MANAGEMENT, LLC	34.07K	Mar 31, 26	+1.23K	0.03%
Nautilus Advisors LLC	34.00K	Mar 31, 26	+2.24K	0.03%
Oceanside Advisors LLC	33.02K	Mar 31, 26	-1.73K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31.41K	Mar 31, 26	-97.85K	0.03%
MISSION WEALTH MANAGEMENT, LP	31.16K	Mar 31, 26	-1.02K	0.03%
Altiora Financial Group, LLC	31.15K	Mar 31, 26	-23	0.03%
Shearwater Capital LLC	30.97K	Mar 31, 26	+3.90K	0.03%
Allegiance Financial Group Advisory Services LLC	30.61K	Mar 31, 26	+267	0.03%
MORGAN STANLEY	30.53K	Mar 31, 26	+896	0.03%
Two West Capital Advisors LLC	30.30K	Mar 31, 26	+104	0.03%
Ambassador Advisors, LLC	28.65K	Mar 31, 26	+8.34K	0.03%
TITLEIST ASSET MANAGEMENT, LLC	28.03K	Mar 31, 26	+28.03K	0.03%
CITIGROUP INC	27.83K	Mar 31, 26	+10.84K	0.02%
RTD Financial Advisors, Inc.	27.58K	Mar 31, 26	+10.52K	0.02%
CarsonAllaria Wealth Management, Ltd.	27.50K	Mar 31, 26	+1	0.02%
RB Capital Management, LLC	27.26K	Mar 31, 26	+6.22K	0.02%
Hilltop Holdings Inc.	26.88K	Mar 31, 26	+358	0.02%
Porter White Investment Advisors, Inc.	26.84K	Mar 31, 26	+93	0.02%
CHOREO, LLC	26.15K	Mar 31, 26	+19.09K	0.02%
Rehmann Capital Advisory Group	25.79K	Mar 31, 26	-320	0.02%
Capstone Wealth Management, LLC	25.69K	Mar 31, 26	+47	0.02%
Journey Beyond Wealth, LLC	25.00K	Mar 31, 26	-2.88K	0.02%
RCS Financial Planning, LLC	24.23K	Mar 31, 26	-1.52K	0.02%
GTS SECURITIES LLC	23.65K	Mar 31, 26	-7.01K	0.02%
UMB Bank, n.a.	23.05K	Mar 31, 26	+23.05K	0.02%
Summit Financial, LLC	22.18K	Mar 31, 26	+22.18K	0.02%
SIGNET FINANCIAL MANAGEMENT, LLC	22.12K	Mar 31, 26	-499	0.02%
C M BIDWELL & ASSOCIATES LTD	22.11K	Mar 31, 26	+174	0.02%
Friday Financial	22.08K	Mar 31, 26	+15	0.02%
Greenspring Advisors, LLC	21.90K	Mar 31, 26	-1.03K	0.02%
Passive Capital Management, LLC.	21.81K	Mar 31, 26	+933	0.02%
Sanctuary Advisors, LLC	21.62K	Mar 31, 26	-1.08K	0.02%
Wealthspire Advisors, LLC	21.48K	Mar 31, 26	--	0.02%
HARBOR INVESTMENT ADVISORY, LLC	20.75K	Mar 31, 26	-361	0.02%
POINCIANA ADVISORS GROUP, LLC	20.58K	Mar 31, 26	--	0.02%
CYPRESS FINANCIAL PLANNING LLC	20.42K	Mar 31, 26	-2.38K	0.02%
Daner Wealth Management, LLC	20.14K	Mar 31, 26	+1.77K	0.02%
FIRETHORN WEALTH PARTNERS, LLC	20.08K	Mar 31, 26	-602	0.02%
CogentBlue Wealth Advisors, LLC	19.82K	Mar 31, 26	--	0.02%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	19.75K	Mar 31, 26	--	0.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	18.87K	Mar 31, 26	+7.07K	0.02%
TRUIST FINANCIAL CORP	18.66K	Mar 31, 26	-4.44K	0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	18.50K	Mar 31, 26	+2.08K	0.02%
Bedel Financial Consulting, Inc.	18.15K	Mar 31, 26	-364	0.02%
Vantage Point Financial LLC	18.04K	Mar 31, 26	+1.15K	0.02%
ROYAL BANK OF CANADA	17.91K	Mar 31, 26	-95.17K	0.02%
Parkshore Wealth Management, Inc.	17.73K	Mar 31, 26	-951	0.02%
Atlantic Union Bankshares Corp	17.67K	Mar 31, 26	+4.16K	0.02%
FLOW TRADERS U.S. LLC	17.65K	Mar 31, 26	+17.65K	0.02%
Arkadios Wealth Advisors	17.02K	Mar 31, 26	+4.35K	0.02%
SIGNATUREFD, LLC	16.99K	Mar 31, 26	+15.07K	0.02%
Tyche Wealth Partners LLC	16.90K	Mar 31, 26	+987	0.02%
Cherry Tree Wealth Management, LLC	16.83K	Mar 31, 26	-1.34K	0.02%
Family Management Corp	16.81K	Mar 31, 26	+16.81K	0.02%
SEI INVESTMENTS CO	16.67K	Mar 31, 26	+2.44K	0.01%
Abacus Planning Group, Inc.	16.35K	Mar 31, 26	+4	0.01%
Austin Asset Management Co Inc	16.12K	Mar 31, 26	-1.01K	0.01%
Brookstone Capital Management	15.90K	Mar 31, 26	+5.67K	0.01%
HANOVER ADVISORS INC	15.53K	Mar 31, 26	-506	0.01%
STUDIO INVESTMENT MANAGEMENT LLC	15.07K	Mar 31, 26	+1.54K	0.01%
Verus Financial Partners, Inc.	14.80K	Mar 31, 26	+6	0.01%
RIVERCHASE WEALTH MANAGEMENT, LLC	14.73K	Mar 31, 26	+688	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	14.45K	Mar 31, 26	+1.31K	0.01%
Breakwater Capital Group	13.94K	Mar 31, 26	+1.29K	0.01%
Del-Sette Capital Management, LLC	13.87K	Mar 31, 26	--	0.01%
Great Point Wealth Advisors, LLC	13.71K	Mar 31, 26	-254	0.01%
Stratos Wealth Partners, LTD.	13.58K	Mar 31, 26	-1.23K	0.01%
SC&H Financial Advisors, Inc.	13.50K	Mar 31, 26	--	0.01%
Fortis Capital Management LLC	13.39K	Mar 31, 26	-2.39K	0.01%
Disciplined Investments, LLC	13.38K	Mar 31, 26	--	0.01%
ELEVATE WEALTH ADVISORY, INC	12.57K	Mar 31, 26	+1.30K	0.01%
Clarity Capital Advisors, LLC	12.56K	Mar 31, 26	+6	0.01%
ARK & TLK INVESTMENTS, LLC	12.27K	Mar 31, 26	--	0.01%
Savvy Advisors, Inc.	12.23K	Mar 31, 26	+4.26K	0.01%
NATIXIS ADVISORS, L.P.	12.03K	Mar 31, 26	+12.03K	0.01%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	12.03K	Mar 31, 26	+2.73K	0.01%
US BANCORP \DE\	11.88K	Mar 31, 26	--	0.01%
Accurate Wealth Management, LLC	11.87K	Mar 31, 26	-254	0.01%
Aegis Wealth Management LLC	11.77K	Mar 31, 26	--	0.01%
Gibson Capital, LLC	11.64K	Mar 31, 26	+1	0.01%
FLPUTNAM INVESTMENT MANAGEMENT CO	11.41K	Mar 31, 26	-3.64K	0.01%
Triad Wealth Partners, LLC	11.16K	Mar 31, 26	+1.73K	0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	11.06K	Mar 31, 26	-59.40K	0.01%
EP Wealth Advisors, LLC	11.05K	Mar 31, 26	+135	0.01%
Samalin Investment Counsel, LLC	10.41K	Mar 31, 26	+303	0.01%
CAPTRUST FINANCIAL ADVISORS	10.38K	Mar 31, 26	-817	0.01%
Advyzon Investment Management, LLC	10.19K	Mar 31, 26	+2.85K	0.01%
Higgins & Schmidt Wealth Strategies LLC	9.94K	Mar 31, 26	+9.94K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	9.89K	Mar 31, 26	+9.89K	0.01%
Washington Trust Advisors, Inc.	9.66K	Mar 31, 26	-496	0.01%
FMR LLC	9.59K	Mar 31, 26	+4.30K	0.01%
Brand Asset Management Group, Inc.	9.56K	Mar 31, 26	+9.56K	0.01%
AE Wealth Management LLC	9.03K	Mar 31, 26	+7.64K	0.01%
J. Safra Sarasin Holding AG	9.00K	Mar 31, 26	+9.00K	0.01%
SUTTON PLACE INVESTORS LLC	8.92K	Mar 31, 26	-127	0.01%
Canvas Wealth Advisors, LLC	8.64K	Mar 31, 26	+8.64K	0.01%
Cornerstone Wealth Management, LLC	8.50K	Mar 31, 26	+8.50K	0.01%
MARIPAU WEALTH MANAGEMENT LLC	8.40K	Mar 31, 26	+8.40K	0.01%
GEN Financial Management, INC.	8.23K	Mar 31, 26	-49	0.01%
TCFG WEALTH MANAGEMENT, LLC	7.99K	Mar 31, 26	-204	0.01%
Global Financial Private Client, LLC	7.92K	Mar 31, 26	+7.92K	0.01%
LAZARI CAPITAL MANAGEMENT, INC.	7.84K	Mar 31, 26	--	0.01%
LJI Wealth Management, LLC	7.77K	Mar 31, 26	-19.15K	0.01%
BlackRock, Inc.	7.73K	Mar 31, 26	+4.42K	0.01%
Selective Wealth Management, Inc.	7.73K	Mar 31, 26	+7.73K	0.01%
SwitchPoint Financial Planning, LLC	7.45K	Mar 31, 26	--	0.01%
SYM FINANCIAL Corp	7.31K	Mar 31, 26	--	0.01%
Clearstead Advisors, LLC	7.24K	Mar 31, 26	+1.54K	0.01%
HARBOUR INVESTMENTS, INC.	7.21K	Mar 31, 26	+4.59K	0.01%
GeoWealth Management, LLC	7.07K	Mar 31, 26	+7.07K	0.01%
Root Financial Partners, LLC	6.96K	Mar 31, 26	+4.50K	0.01%
M Wealth Management, LLC	6.93K	Mar 31, 26	--	0.01%
New Dimensions Wealth Management, LLC	6.87K	Mar 31, 26	--	0.01%
Rockwood Wealth Management, LLC	6.65K	Mar 31, 26	--	0.01%
Strathmore Capital Advisors, Inc.	6.40K	Mar 31, 26	+6.40K	0.01%
Aptus Capital Advisors, LLC	6.34K	Mar 31, 26	+3.16K	0.01%
Lauterbach Financial Advisors, LLC	6.32K	Mar 31, 26	+498	0.01%
Family CFO Inc	6.30K	Mar 31, 26	--	0.01%
Morton Capital Management LLC/CA	6.29K	Mar 31, 26	--	0.01%
WELLS FARGO & COMPANY/MN	6.16K	Mar 31, 26	-1.31K	0.01%
Mutual Advisors, LLC	6.13K	Mar 31, 26	+117	0.01%
Wescott Financial Advisory Group, LLC	6.10K	Mar 31, 26	+3	0.01%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	6.06K	Mar 31, 26	--	0.01%
Berger Financial Group, Inc	5.96K	Mar 31, 26	-6	0.01%
Steward Partners Investment Advisory, LLC	5.93K	Mar 31, 26	+5.55K	0.01%
Freedom Day Solutions, LLC	5.91K	Mar 31, 26	+5.91K	0.01%
Cloud Capital Management, LLC	5.80K	Mar 31, 26	+5.80K	0.01%
Kondo Wealth Advisors, Inc.	5.67K	Mar 31, 26	--	0.01%
BROWN ADVISORY INC	5.52K	Mar 31, 26	+5.52K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	5.36K	Mar 31, 26	+5.36K	0.00%
IEQ CAPITAL, LLC	5.26K	Mar 31, 26	+5.26K	0.00%
Glen Eagle Advisors, LLC	5.25K	Mar 31, 26	--	0.00%
Frazier Financial Advisors, LLC	5.20K	Mar 31, 26	-126	0.00%
Shore Point Advisors, LLC	5.15K	Mar 31, 26	+5.15K	0.00%
ZRC WEALTH MANAGEMENT, LLC	5.06K	Mar 31, 26	+202	0.00%
Versant Capital Management, Inc	5.02K	Mar 31, 26	-624	0.00%
IFP Advisors, Inc	4.22K	Mar 31, 26	--	0.00%
Pillar Financial Advisors, LLC	3.68K	Mar 31, 26	--	0.00%
Beaird Harris Wealth Management, LLC	3.63K	Mar 31, 26	+882	0.00%
DecisionPoint Financial, LLC	3.59K	Mar 31, 26	+617	0.00%
Qube Research & Technologies Ltd	3.20K	Mar 31, 26	+3.01K	0.00%
Geneos Wealth Management Inc.	3.00K	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	2.85K	Mar 31, 26	-477	0.00%
IFG Advisory, LLC	2.81K	Mar 31, 26	-161.06K	0.00%
Acropolis Investment Management, LLC	2.62K	Mar 31, 26	+2.62K	0.00%
AdvisorNet Financial, Inc	2.43K	Mar 31, 26	+655	0.00%
Reyes Financial Architecture, Inc.	2.29K	Mar 31, 26	+2.29K	0.00%
FIFTH THIRD BANCORP	2.05K	Mar 31, 26	+1.14K	0.00%
Morton Brown Family Wealth, LLC	1.77K	Mar 31, 26	+194	0.00%
Harbor Asset Planning, Inc.	1.71K	Mar 31, 26	+1	0.00%
American Capital Advisory, LLC	1.65K	Mar 31, 26	+1.65K	0.00%
Valued Wealth Advisors LLC	1.42K	Mar 31, 26	-82	0.00%
Anfield Capital Management, LLC	1.35K	Mar 31, 26	+1.35K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	1.35K	Mar 31, 26	+606	0.00%
WealthShield Partners, LLC	1.21K	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	1.19K	Mar 31, 26	+1.19K	0.00%
Parkside Financial Bank & Trust	1.10K	Mar 31, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	1.04K	Mar 31, 26	+1.04K	0.00%
Strategic Wealth Partners, Ltd.	898	Mar 31, 26	+3	0.00%
Prudent Man Investment Management, Inc.	838	Mar 31, 26	--	0.00%
ROGCO, LP	775	Mar 31, 26	--	0.00%
ASSETMARK, INC	763	Mar 31, 26	+763	0.00%
Millstone Evans Group, LLC	732	Mar 31, 26	+19	0.00%
Ashton Thomas Private Wealth, LLC	709	Mar 31, 26	+709	0.00%
HORIZON FINANCIAL SERVICES, LLC	642	Mar 31, 26	+642	0.00%
WHITTIER TRUST CO	531	Mar 31, 26	--	0.00%
Providence Capital Advisors, LLC	517	Mar 31, 26	--	0.00%
Operose Advisors LLC	426	Mar 31, 26	+42	0.00%
HOLLENCREST CAPITAL MANAGEMENT	425	Mar 31, 26	--	0.00%
Topsail Wealth Management, LLC	396	Mar 31, 26	+396	0.00%
HHM Wealth Advisors, LLC	367	Mar 31, 26	--	0.00%
Golden State Equity Partners	358	Mar 31, 26	+358	0.00%
Vermillion Wealth Management, Inc.	353	Mar 31, 26	+353	0.00%
Hara Capital LLC	346	Mar 31, 26	--	0.00%
Rossby Financial, LCC	295	Mar 31, 26	+235	0.00%
Lodestone Wealth Management LLC	206	Mar 31, 26	--	0.00%
Coston, McIsaac & Partners	179	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	160	Mar 31, 26	+160	0.00%
VANGUARD ADVISERS INC	62	Mar 31, 26	+62	0.00%
Integrity Financial Corp /WA	34	Mar 31, 26	--	0.00%
MAI Capital Management	8	Mar 31, 26	--	0.00%
Fisher Asset Management, LLC	--	Mar 31, 26	-7.09K	--
Eagle Bay Advisors LLC	--	Mar 31, 26	-927	--
Wealthcare Advisory Partners LLC	--	Mar 31, 26	-20.56K	--
SEVEN MILE ADVISORY	--	Mar 31, 26	-294.51K	--
Cardinal Point Capital Management, ULC	--	Mar 31, 26	-5.68K	--
Concord Wealth Partners	--	Mar 31, 26	-40	--
SILVERCREST ASSET MANAGEMENT GROUP LLC	--	Mar 31, 26	-6.71K	--
HANCOCK WHITNEY CORP	--	Mar 31, 26	-6.53K	--
Aspect Partners, LLC	--	Mar 31, 26	-85	--
Quent Capital, LLC	--	Mar 31, 26	-137	--
Wright Fund Management, LLC	--	Mar 31, 26	-330.67K	--
McMill Wealth Management	--	Mar 31, 26	-11.11K	--
Wealth Watch Advisors, INC	--	Mar 31, 26	-486	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-13.85K	--
Asset Dedication, LLC	1.24M	Dec 31, 25	-13.61K	1.11%
FISCHER INVESTMENT STRATEGIES, LLC	264.22K	Dec 31, 25	+17.99K	0.24%
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%
MARYLAND CAPITAL ADVISORS INC.	77.06K	Dec 31, 25	+1.38K	0.07%
Liberty Capital Management, Inc.	53.32K	Dec 31, 25	-3.49K	0.05%
Nalls Sherbakoff Group, LLC	46.99K	Dec 31, 25	-6.32K	0.04%
Austin Private Wealth, LLC	27.67K	Dec 31, 25	+872	0.02%
SageView Advisory Group, LLC	21.67K	Dec 31, 25	-884	0.02%
DBK Financial Counsel, LLC	17.99K	Dec 31, 25	--	0.02%
Timonier Family Office, LTD.	14.69K	Dec 31, 25	-973	0.01%
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%
Global Retirement Partners, LLC	118	Dec 31, 25	-162	0.00%
PBMares Wealth Management LLC	239.98K	Sep 30, 25	+24.49K	0.21%
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	0.02%
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	7.94%
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	2.82%
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	0.26%
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	0.44%
Align Wealth Management, LLC	83.70K	Dec 31, 22	+83.70K	0.07%
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

13.91M

Mar 31, 26

+132.48K

12.46%

MATHER GROUP, LLC.

5.74M

Mar 31, 26

-128.13K

5.14%

Forum Financial Management, LP

5.61M

Mar 31, 26

-216.29K

5.02%

Buckingham Strategic Partners

2.88M

Mar 31, 26

+260.66K

2.58%

RITHOLTZ WEALTH MANAGEMENT

2.28M

Mar 31, 26

+124.20K

2.04%

BANK OF AMERICA CORP /DE/

2.27M

Mar 31, 26

+1.21M

2.03%

Cerity Partners LLC

1.42M

Mar 31, 26

+144.03K

1.27%

NORTHERN TRUST CORP

1.19M

Mar 31, 26

+24.92K

1.07%

Evanson Asset Management, LLC

1.19M

Mar 31, 26

+43.57K

1.06%

EXENCIAL WEALTH ADVISORS, LLC

1.17M

Mar 31, 26

+295.27K

1.05%

CI Private Wealth, LLC

1.06M

Mar 31, 26

-28.06K

0.95%

Savant Capital, LLC

1.02M

Mar 31, 26

+31.55K

0.91%

HighTower Advisors, LLC

1.00M

Mar 31, 26

-207.44K

0.90%

JANE STREET GROUP, LLC

998.75K

Mar 31, 26

+498.75K

0.89%

JACKSON THORNTON ASSET MANAGEMENT, LLC

945.41K

Mar 31, 26

-33.44K

0.85%

MONOGRAPH WEALTH ADVISORS, LLC

910.14K

Mar 31, 26

+15.37K

0.82%

ENVESTNET ASSET MANAGEMENT INC

906.75K

Mar 31, 26

+132.77K

0.81%

Creative Planning

881.28K

Mar 31, 26

+11.66K

0.79%

GREAT OAK CAPITAL PARTNERS, LLC

838.34K

Mar 31, 26

+11.16K

0.75%

BANK OF MONTREAL /CAN/

807.25K

Mar 31, 26

-9.74K

0.72%

Premier Financial Group

737.43K

Mar 31, 26

+2.36K

0.66%

Integrated Wealth Concepts LLC

697.55K

Mar 31, 26

+62.21K

0.62%

Planning Center, Inc.

688.46K

Mar 31, 26

-43.81K

0.62%

DiNuzzo Private Wealth, Inc.

646.73K

Mar 31, 26

-13.51K

0.58%

Integris Wealth Management, LLC

629.41K

Mar 31, 26

-14.16K

0.56%

Index Fund Advisors, Inc.

625.10K

Mar 31, 26

+42.12K

0.56%

MERCER GLOBAL ADVISORS INC /ADV

570.71K

Mar 31, 26

+324.64K

0.51%

Baker Ellis Asset Management LLC

540.34K

Mar 31, 26

+15.20K

0.48%

Modera Wealth Management, LLC

525.43K

Mar 31, 26

+2.31K

0.47%

Rather & Kittrell, Inc.

515.67K

Mar 31, 26

+4.83K

0.46%

CAPITAL PERFORMANCE ADVISORS LLP

514.63K

Mar 31, 26

+27.58K

0.46%

Smartleaf Asset Management LLC

513.43K

Mar 31, 26

+33.00K

0.46%

Sequoia Financial Advisors, LLC

510.28K

Mar 31, 26

+13.87K

0.46%

Financial Harvest, LLC

500.36K

Mar 31, 26

+17.27K

0.45%

Equita Financial Network, Inc.

459.92K

Mar 31, 26

-24.20K

0.41%

Quantum Financial Advisors, LLC

457.29K

Mar 31, 26

-7.81K

0.41%

RAYMOND JAMES FINANCIAL INC

456.09K

Mar 31, 26

+244.18K

0.41%

Henrickson Nauta Wealth Advisors, Inc.

453.45K

Mar 31, 26

-413.72K

0.41%

MB Generational Wealth, LLC

440.84K

Mar 31, 26

+4.64K

0.39%

KEB ASSET MANAGEMENT, LLC

426.45K

Mar 31, 26

+15.14K

0.38%

SHAKESPEARE WEALTH MANAGEMENT, INC.

422.78K

Mar 31, 26

-20.22K

0.38%

LRI Investments, LLC

418.58K

Mar 31, 26

-5.10K

0.37%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

414.16K

Mar 31, 26

-202.97K

0.37%

Miramar Fiduciary Corp

408.58K

Mar 31, 26

-61.56K

0.37%

von Borstel & Associates, Inc.

392.40K

Mar 31, 26

-37.45K

0.35%

Vestmark Advisory Solutions, Inc.

387.12K

Mar 31, 26

+14.71K

0.35%

Beacon Pointe Advisors, LLC

379.02K

Mar 31, 26

-7.73K

0.34%

Betterment LLC

376.00K

Mar 31, 26

+14.31K

0.34%

Seaside Wealth Management, Inc.

369.18K

Mar 31, 26

+4.61K

0.33%

PARK AVENUE SECURITIES LLC

367.94K

Mar 31, 26

+30.96K

0.33%

Hill Investment Group Partners, LLC

356.15K

Mar 31, 26

-1.97K

0.32%

CARDIFF PARK ADVISORS, LLC

347.18K

Mar 31, 26

+1.96K

0.31%

Pathstone Holdings, LLC

328.96K

Mar 31, 26

-13.48K

0.29%

Krilogy Financial LLC

328.70K

Mar 31, 26

+3.91K

0.29%

AlphaCore Capital LLC

324.37K

Mar 31, 26

-17.12K

0.29%

Parkwoods Wealth Partners, LLC

322.87K

Mar 31, 26

+83.92K

0.29%

Sensible Money, LLC

312.92K

Mar 31, 26

-4.02K

0.28%

United Wealth Management, LLC

311.43K

Mar 31, 26

+3.92K

0.28%

EXCHANGE TRADED CONCEPTS, LLC

300.00K

Mar 31, 26

+300.00K

0.27%

Sterling Financial Planning, Inc.

296.37K

Mar 31, 26

-489

0.27%

Keyes, Stange & Wooten Wealth Management, LLC

291.40K

Mar 31, 26

+4.60K

0.26%

Meritas Wealth Management, LLC

290.23K

Mar 31, 26

+7.79K

0.26%

Physician Wealth Solutions Inc.

284.43K

Mar 31, 26

-11.01K

0.25%

Apella Capital, LLC

277.76K

Mar 31, 26

+272.34K

0.25%

Hassell Wealth Management, LLC

272.20K

Mar 31, 26

-3.65K

0.24%

Quadcap Wealth Management, LLC

269.56K

Mar 31, 26

+8.36K

0.24%

Rockefeller Capital Management L.P.

264.76K

Mar 31, 26

+55.21K

0.24%

Abacus Wealth Partners, LLC

260.32K

Mar 31, 26

-18.03K

0.23%

DRAVO BAY LLC

258.48K

Mar 31, 26

-16.72K

0.23%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

253.13K

Mar 31, 26

+11.22K

0.23%

Pacific Sage Partners, LLC

251.18K

Mar 31, 26

-744

0.22%

Squire Investment Management Company, LLC

245.37K

Mar 31, 26

+29.32K

0.22%

PINNEY & SCOFIELD, INC.

244.16K

Mar 31, 26

-1.75K

0.22%

Financial Architects, LLC

243.89K

Mar 31, 26

-3.64K

0.22%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

236.60K

Mar 31, 26

+236.60K

0.21%

Financial Symmetry Inc

230.50K

Mar 31, 26

+7.71K

0.21%

Private Wealth Management Group, LLC

229.07K

Mar 31, 26

-21.11K

0.21%

Yardley Wealth Management LLC

227.83K

Mar 31, 26

-6.17K

0.20%

Mariner, LLC

227.56K

Mar 31, 26

+144.82K

0.20%

Greenline Partners, LLC

226.51K

Mar 31, 26

+1.18K

0.20%

Shotwell Rutter Baer Inc

224.44K

Mar 31, 26

-3.81K

0.20%

Farther Finance Advisors, LLC

218.22K

Mar 31, 26

+5.47K

0.20%

COLLECTIVE FAMILY OFFICE LLC

217.49K

Mar 31, 26

0.19%

Advisory Alpha, LLC

213.01K

Mar 31, 26

+13.10K

0.19%

Schoolcraft Capital LLC

209.66K

Mar 31, 26

-2.98K

0.19%

CLARIS ADVISORS, LLC / MO /

202.07K

Mar 31, 26

-11.34K

0.18%

EQ WEALTH ADVISORS, LLC

200.57K

Mar 31, 26

-1.93K

0.18%

Delap Wealth Advisory, LLC

199.11K

Mar 31, 26

-217

0.18%

OLD MISSION CAPITAL LLC

194.15K

Mar 31, 26

+167.82K

0.17%

25 LLC

194.13K

Mar 31, 26

+10.30K

0.17%

ADVISOR GROUP HOLDINGS, INC.

189.24K

Mar 31, 26

-65.50K

0.17%

Sepio Capital, LP

188.80K

Mar 31, 26

+188.80K

0.17%

NewEdge Advisors, LLC

186.53K

Mar 31, 26

-23.19K

0.17%

Astra Wealth Partners LLC

182.27K

Mar 31, 26

+7.41K

0.16%

Chicago Partners Investment Group LLC

178.85K

Mar 31, 26

+918

0.16%

LAM GROUP, INC.

177.95K

Mar 31, 26

-3.70K

0.16%

Wealth Advisors Northwest LLC

175.07K

Mar 31, 26

-4.18K

0.16%

Financial Engines Advisors L.L.C.

172.85K

Mar 31, 26

-17.54K

0.15%

BetterWealth, LLC

165.84K

Mar 31, 26

-1.59K

0.15%

Longview Financial Advisors LLC

159.59K

Mar 31, 26

+1.34K

0.14%

COMMONWEALTH EQUITY SERVICES, LLC

153.57K

Mar 31, 26

-3.12K

0.14%

Mills Wealth Advisors LLC

152.75K

Mar 31, 26

+3.90K

0.14%

Clarity Wealth Development LLC

151.14K

Mar 31, 26

+5.12K

0.14%

JPMORGAN CHASE & CO

149.27K

Mar 31, 26

+2.15K

0.13%

Concurrent Investment Advisors, LLC

148.88K

Mar 31, 26

+138.42K

0.13%

David R. Rahn & Associates Inc.

148.14K

Mar 31, 26

+130.84K

0.13%

STIFEL FINANCIAL CORP

147.47K

Mar 31, 26

-8.83K

0.13%

SAX WEALTH ADVISORS, LLC

145.81K

Mar 31, 26

-792

0.13%

AQR CAPITAL MANAGEMENT LLC

144.30K

Mar 31, 26

+7.53K

0.13%

Foundation Wealth Management, LLC\PA

144.17K

Mar 31, 26

+4.71K

0.13%

JONES FINANCIAL COMPANIES LLLP

143.07K

Mar 31, 26

+36.78K

0.13%

Pure Financial Advisors, LLC

143.05K

Mar 31, 26

+10.57K

0.13%

LIBERTY WEALTH MANAGEMENT LLC

142.12K

Mar 31, 26

-2.94K

0.13%

BWM Planning, LLC

140.43K

Mar 31, 26

-10.13K

0.13%

Abel Hall, LLC

137.07K

Mar 31, 26

-824

0.12%

LPL Financial LLC

136.14K

Mar 31, 26

-6.25K

0.12%

Burk Holdings LLC

135.61K

Mar 31, 26

+11.87K

0.12%

Merit Financial Group, LLC

133.76K

Mar 31, 26

+133.76K

0.12%

Avant Financial Advisors LLC

132.70K

Mar 31, 26

-802

0.12%

ShankerValleau Wealth Advisors, Inc.

128.83K

Mar 31, 26

-1.28K

0.12%

CWM, LLC

127.17K

Mar 31, 26

-8.32K

0.11%

Navigoe, LLC

126.92K

Mar 31, 26

+4.54K

0.11%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

125.03K

Mar 31, 26

-2.15K

0.11%

NORTHWEST WEALTH MANAGEMENT, LLC

123.88K

Mar 31, 26

-3.56K

0.11%

Visionary Wealth Advisors

121.65K

Mar 31, 26

+6.00K

0.11%

Allworth Financial LP

118.91K

Mar 31, 26

+87.00K

0.11%

JDH Wealth Management, LLC

117.46K

Mar 31, 26

-7.82K

0.11%

Sterling Wealth Management, Inc.

117.20K

Mar 31, 26

+5.30K

0.10%

BIP Wealth, LLC

115.22K

Mar 31, 26

+13.98K

0.10%

Tillman Hartley LLC

113.48K

Mar 31, 26

-3.44K

0.10%

Emprise Bank

111.36K

Mar 31, 26

+5.48K

0.10%

Resources Investment Advisors, LLC.

109.10K

Mar 31, 26

+4.03K

0.10%

Vestment Financial LLC

108.48K

Mar 31, 26

-267

0.10%

M Holdings Securities, Inc.

105.48K

Mar 31, 26

+12.03K

0.09%

Efficient Advisors, LLC

103.72K

Mar 31, 26

-10.49K

0.09%

HMV Wealth Advisors, LLC

102.80K

Mar 31, 26

+6.95K

0.09%

Kaufman Rossin Wealth, LLC

100.90K

Mar 31, 26

-13.68K

0.09%

Ruedi Wealth Management, Inc.

100.90K

Mar 31, 26

-8.21K

0.09%

Aviance Capital Partners, LLC

100.73K

Mar 31, 26

+7.00K

0.09%

VESTIA PERSONAL WEALTH ADVISORS

98.94K

Mar 31, 26

+9.35K

0.09%

McLean Asset Management Corp

98.53K

Mar 31, 26

+15.67K

0.09%

Spire Wealth Management

98.49K

Mar 31, 26

+1.17K

0.09%

Waverly Advisors, LLC

96.37K

Mar 31, 26

+3.57K

0.09%

SRS Capital Advisors, Inc.

94.76K

Mar 31, 26

+1.92K

0.08%

BAYSHORE ASSET MANAGEMENT, LLC

93.65K

Mar 31, 26

+1.02K

0.08%

Gradient Capital Advisors, LLC

91.30K

Mar 31, 26

-4.28K

0.08%

Janney Montgomery Scott LLC

89.80K

Mar 31, 26

+19.52K

0.08%

Golden Bell Financial Planning LLC

88.70K

Mar 31, 26

+3.96K

0.08%

UBS ASSET MANAGEMENT AMERICAS INC

87.58K

Mar 31, 26

+87.58K

0.08%

QUARRY HILL ADVISORS, LLC

86.97K

Mar 31, 26

-2.01K

0.08%

MASTER'S WEALTH MANAGEMENT INC.

86.59K

Mar 31, 26

+2.87K

0.08%

MORRIS FINANCIAL CONCEPTS, INC.

83.36K

Mar 31, 26

+300

0.07%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

81.04K

Mar 31, 26

+502

0.07%

Vannoy Advisory Group, Inc.

79.53K

Mar 31, 26

-2.54K

0.07%

Schubert & Co

78.45K

Mar 31, 26

+6.26K

0.07%

Glass Jacobson Investment Advisors llc

76.57K

Mar 31, 26

+1.13K

0.07%

Quantinno Capital Management LP

75.90K

Mar 31, 26

+21.78K

0.07%

FORVIS Wealth Advisors, LLC

75.66K

Mar 31, 26

-16.55K

0.07%

MML INVESTORS SERVICES, LLC

75.48K

Mar 31, 26

+11.97K

0.07%

Rialto Wealth Management, LLC

74.18K

Mar 31, 26

-29.37K

0.07%

Kestra Advisory Services, LLC

73.09K

Mar 31, 26

+7.06K

0.07%

Brady Martz Wealth Solutions, LLC

70.23K

Mar 31, 26

-100

0.06%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

70.02K

Mar 31, 26

-5.81K

0.06%

Brinker Capital Investments, LLC

69.03K

Mar 31, 26

-27.57K

0.06%

Mraz, Amerine & Associates, Inc.

68.55K

Mar 31, 26

0.06%

Ronald Blue Trust, Inc.

67.45K

Mar 31, 26

+6.73K

0.06%

RAM Investment Partners, LLC

66.83K

Mar 31, 26

+16.99K

0.06%

Aurelius Family Office LLC

63.83K

Mar 31, 26

+303

0.06%

XY Planning Network, Inc.

63.57K

Mar 31, 26

+4.60K

0.06%

New England Private Wealth Advisors LLC

63.35K

Mar 31, 26

+23

0.06%

CITADEL ADVISORS LLC

60.63K

Mar 31, 26

+60.63K

0.05%

AA Financial Advisors, LLC

60.00K

Mar 31, 26

+60.00K

0.05%

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

57.80K

Mar 31, 26

+430

0.05%

DOPKINS WEALTH MANAGEMENT, LLC

56.68K

Mar 31, 26

-2.95K

0.05%

Fortitude Family Office, LLC

49.98K

Mar 31, 26

0.04%

Cambridge Investment Research Advisors, Inc.

47.86K

Mar 31, 26

+2.63K

0.04%

Midwest Trust Co

47.68K

Mar 31, 26

+3.19K

0.04%

PHILLIPS FINANCIAL MANAGEMENT, LLC

47.04K

Mar 31, 26

+7.40K

0.04%

Clear Creek Financial Management, LLC

46.89K

Mar 31, 26

+2.94K

0.04%

Acorn Wealth Advisors, LLC

46.01K

Mar 31, 26

+7.45K

0.04%

Peirce Capital Management, LLC

45.58K

Mar 31, 26

-1.47K

0.04%

Matisse Capital

44.10K

Mar 31, 26

0.04%

NWAM LLC

43.47K

Mar 31, 26

-4.71K

0.04%

Moisand Fitzgerald Tamayo, LLC

42.94K

Mar 31, 26

-247

0.04%

Werba Rubin Papier Wealth Management

42.78K

Mar 31, 26

+5.78K

0.04%

Strategic Investment Solutions, Inc. /IL

42.66K

Mar 31, 26

+2.02K

0.04%

Benson Investment Management Company, Inc.

42.65K

Mar 31, 26

+42.65K

0.04%

KEYVANTAGE WEALTH, LLC

42.02K

Mar 31, 26

-3.78K

0.04%

Longview Financial Advisors, Inc.

41.81K

Mar 31, 26

+351

0.04%

Legacy Financial Advisors, Inc.

41.77K

Mar 31, 26

+2.94K

0.04%

Triumph Capital Management

41.57K

Mar 31, 26

+5.37K

0.04%

Prosperity Planning, Inc.

40.39K

Mar 31, 26

-1.47K

0.04%

W.H. Cornerstone Investments Inc.

39.39K

Mar 31, 26

-11.37K

0.04%

CURIO WEALTH, LLC

39.17K

Mar 31, 26

+1.14K

0.04%

Tortoise Investment Management, LLC

38.94K

Mar 31, 26

+200

0.03%

Fundamentum, LLC

38.68K

Mar 31, 26

-3.70K

0.03%

Perigon Wealth Management, LLC

37.66K

Mar 31, 26

+6.34K

0.03%

EverSource Wealth Advisors, LLC

37.51K

Mar 31, 26

-5.24K

0.03%

CLUNE & ASSOCIATES, LTD.

36.41K

Mar 31, 26

+6.14K

0.03%

McGrath & Associates, Inc.

35.11K

Mar 31, 26

-1.48K

0.03%

CSS LLC/IL

34.85K

Mar 31, 26

0.03%

Simplicity Wealth,LLC

34.69K

Mar 31, 26

+196

0.03%

UBS Group AG

34.22K

Mar 31, 26

+34.06K

0.03%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

34.16K

Mar 31, 26

-658

0.03%

Capital Group Private Client Services, Inc.

34.14K

Mar 31, 26

+2.19K

0.03%

RF&L WEALTH MANAGEMENT, LLC

34.07K

Mar 31, 26

+1.23K

0.03%

Nautilus Advisors LLC

34.00K

Mar 31, 26

+2.24K

0.03%

Oceanside Advisors LLC

33.02K

Mar 31, 26

-1.73K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

31.41K

Mar 31, 26

-97.85K

0.03%

MISSION WEALTH MANAGEMENT, LP

31.16K

Mar 31, 26

-1.02K

0.03%

Altiora Financial Group, LLC

31.15K

Mar 31, 26

-23

0.03%

Shearwater Capital LLC

30.97K

Mar 31, 26

+3.90K

0.03%

Allegiance Financial Group Advisory Services LLC

30.61K

Mar 31, 26

+267

0.03%

MORGAN STANLEY

30.53K

Mar 31, 26

+896

0.03%

Two West Capital Advisors LLC

30.30K

Mar 31, 26

+104

0.03%

Ambassador Advisors, LLC

28.65K

Mar 31, 26

+8.34K

0.03%

TITLEIST ASSET MANAGEMENT, LLC

28.03K

Mar 31, 26

+28.03K

0.03%

CITIGROUP INC

27.83K

Mar 31, 26

+10.84K

0.02%

RTD Financial Advisors, Inc.

27.58K

Mar 31, 26

+10.52K

0.02%

CarsonAllaria Wealth Management, Ltd.

27.50K

Mar 31, 26

0.02%

RB Capital Management, LLC

27.26K

Mar 31, 26

+6.22K

0.02%

Hilltop Holdings Inc.

26.88K

Mar 31, 26

+358

0.02%

Porter White Investment Advisors, Inc.

26.84K

Mar 31, 26

+93

0.02%

CHOREO, LLC

26.15K

Mar 31, 26

+19.09K

0.02%

Rehmann Capital Advisory Group

25.79K

Mar 31, 26

-320

0.02%

Capstone Wealth Management, LLC

25.69K

Mar 31, 26

+47

0.02%

Journey Beyond Wealth, LLC

25.00K

Mar 31, 26

-2.88K

0.02%

RCS Financial Planning, LLC

24.23K

Mar 31, 26

-1.52K

0.02%

GTS SECURITIES LLC

23.65K

Mar 31, 26

-7.01K

0.02%

UMB Bank, n.a.

23.05K

Mar 31, 26

+23.05K

0.02%

Summit Financial, LLC

22.18K

Mar 31, 26

+22.18K

0.02%

SIGNET FINANCIAL MANAGEMENT, LLC

22.12K

Mar 31, 26

-499

0.02%

C M BIDWELL & ASSOCIATES LTD

22.11K

Mar 31, 26

+174

0.02%

Friday Financial

22.08K

Mar 31, 26

+15

0.02%

Greenspring Advisors, LLC

21.90K

Mar 31, 26

-1.03K

0.02%

Passive Capital Management, LLC.

21.81K

Mar 31, 26

+933

0.02%

Sanctuary Advisors, LLC

21.62K

Mar 31, 26

-1.08K

0.02%

Wealthspire Advisors, LLC

21.48K

Mar 31, 26

0.02%

HARBOR INVESTMENT ADVISORY, LLC

20.75K

Mar 31, 26

-361

0.02%

POINCIANA ADVISORS GROUP, LLC

20.58K

Mar 31, 26

0.02%

CYPRESS FINANCIAL PLANNING LLC

20.42K

Mar 31, 26

-2.38K

0.02%

Daner Wealth Management, LLC

20.14K

Mar 31, 26

+1.77K

0.02%

FIRETHORN WEALTH PARTNERS, LLC

20.08K

Mar 31, 26

-602

0.02%

CogentBlue Wealth Advisors, LLC

19.82K

Mar 31, 26

0.02%

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

19.75K

Mar 31, 26

0.02%

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

18.87K

Mar 31, 26

+7.07K

0.02%

TRUIST FINANCIAL CORP

18.66K

Mar 31, 26

-4.44K

0.02%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

18.50K

Mar 31, 26

+2.08K

0.02%

Bedel Financial Consulting, Inc.

18.15K

Mar 31, 26

-364

0.02%

Vantage Point Financial LLC

18.04K

Mar 31, 26

+1.15K

0.02%

ROYAL BANK OF CANADA

17.91K

Mar 31, 26

-95.17K

0.02%

Parkshore Wealth Management, Inc.

17.73K

Mar 31, 26

-951

0.02%

Atlantic Union Bankshares Corp

17.67K

Mar 31, 26

+4.16K

0.02%

FLOW TRADERS U.S. LLC

17.65K

Mar 31, 26

+17.65K

0.02%

Arkadios Wealth Advisors

17.02K

Mar 31, 26

+4.35K

0.02%

SIGNATUREFD, LLC

16.99K

Mar 31, 26

+15.07K

0.02%

Tyche Wealth Partners LLC

16.90K

Mar 31, 26

+987

0.02%

Cherry Tree Wealth Management, LLC

16.83K

Mar 31, 26

-1.34K

0.02%

Family Management Corp

16.81K

Mar 31, 26

+16.81K

0.02%

SEI INVESTMENTS CO

16.67K

Mar 31, 26

+2.44K

0.01%

Abacus Planning Group, Inc.

16.35K

Mar 31, 26

0.01%

Austin Asset Management Co Inc

16.12K

Mar 31, 26

-1.01K

0.01%

Brookstone Capital Management

15.90K

Mar 31, 26

+5.67K

0.01%

HANOVER ADVISORS INC

15.53K

Mar 31, 26

-506

0.01%

STUDIO INVESTMENT MANAGEMENT LLC

15.07K

Mar 31, 26

+1.54K

0.01%

Verus Financial Partners, Inc.

14.80K

Mar 31, 26

0.01%

RIVERCHASE WEALTH MANAGEMENT, LLC

14.73K

Mar 31, 26

+688

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

14.45K

Mar 31, 26

+1.31K

0.01%

Breakwater Capital Group

13.94K

Mar 31, 26

+1.29K

0.01%

Del-Sette Capital Management, LLC

13.87K

Mar 31, 26

0.01%

Great Point Wealth Advisors, LLC

13.71K

Mar 31, 26

-254

0.01%

Stratos Wealth Partners, LTD.

13.58K

Mar 31, 26

-1.23K

0.01%

SC&H Financial Advisors, Inc.

13.50K

Mar 31, 26

0.01%

Fortis Capital Management LLC

13.39K

Mar 31, 26

-2.39K

0.01%

Disciplined Investments, LLC

13.38K

Mar 31, 26

0.01%

ELEVATE WEALTH ADVISORY, INC

12.57K

Mar 31, 26

+1.30K

0.01%

Clarity Capital Advisors, LLC

12.56K

Mar 31, 26

0.01%

ARK & TLK INVESTMENTS, LLC

12.27K

Mar 31, 26

0.01%

Savvy Advisors, Inc.

12.23K

Mar 31, 26

+4.26K

0.01%

NATIXIS ADVISORS, L.P.

12.03K

Mar 31, 26

+12.03K

0.01%

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

12.03K

Mar 31, 26

+2.73K

0.01%

US BANCORP \DE\

11.88K

Mar 31, 26

0.01%

Accurate Wealth Management, LLC

11.87K

Mar 31, 26

-254

0.01%

Aegis Wealth Management LLC

11.77K

Mar 31, 26

0.01%

Gibson Capital, LLC

11.64K

Mar 31, 26

0.01%

FLPUTNAM INVESTMENT MANAGEMENT CO

11.41K

Mar 31, 26

-3.64K

0.01%

Triad Wealth Partners, LLC

11.16K

Mar 31, 26

+1.73K

0.01%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

11.06K

Mar 31, 26

-59.40K

0.01%

EP Wealth Advisors, LLC

11.05K

Mar 31, 26

+135

0.01%

Samalin Investment Counsel, LLC

10.41K

Mar 31, 26

+303

0.01%

CAPTRUST FINANCIAL ADVISORS

10.38K

Mar 31, 26

-817

0.01%

Advyzon Investment Management, LLC

10.19K

Mar 31, 26

+2.85K

0.01%

Higgins & Schmidt Wealth Strategies LLC

9.94K

Mar 31, 26

+9.94K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

9.89K

Mar 31, 26

+9.89K

0.01%

Washington Trust Advisors, Inc.

9.66K

Mar 31, 26

-496

0.01%

FMR LLC

9.59K

Mar 31, 26

+4.30K

0.01%

Brand Asset Management Group, Inc.

9.56K

Mar 31, 26

+9.56K

0.01%

AE Wealth Management LLC

9.03K

Mar 31, 26

+7.64K

0.01%

J. Safra Sarasin Holding AG

9.00K

Mar 31, 26

+9.00K

0.01%

SUTTON PLACE INVESTORS LLC

8.92K

Mar 31, 26

-127

0.01%

Canvas Wealth Advisors, LLC

8.64K

Mar 31, 26

+8.64K

0.01%

Cornerstone Wealth Management, LLC

8.50K

Mar 31, 26

+8.50K

0.01%

MARIPAU WEALTH MANAGEMENT LLC

8.40K

Mar 31, 26

+8.40K

0.01%

GEN Financial Management, INC.

8.23K

Mar 31, 26

-49

0.01%

TCFG WEALTH MANAGEMENT, LLC

7.99K

Mar 31, 26

-204

0.01%

Global Financial Private Client, LLC

7.92K

Mar 31, 26

+7.92K

0.01%

LAZARI CAPITAL MANAGEMENT, INC.

7.84K

Mar 31, 26

0.01%

LJI Wealth Management, LLC

7.77K

Mar 31, 26

-19.15K

0.01%

BlackRock, Inc.

7.73K

Mar 31, 26

+4.42K

0.01%

Selective Wealth Management, Inc.

7.73K

Mar 31, 26

+7.73K

0.01%

SwitchPoint Financial Planning, LLC

7.45K

Mar 31, 26

0.01%

SYM FINANCIAL Corp

7.31K

Mar 31, 26

0.01%

Clearstead Advisors, LLC

7.24K

Mar 31, 26

+1.54K

0.01%

HARBOUR INVESTMENTS, INC.

7.21K

Mar 31, 26

+4.59K

0.01%

GeoWealth Management, LLC

7.07K

Mar 31, 26

+7.07K

0.01%

Root Financial Partners, LLC

6.96K

Mar 31, 26

+4.50K

0.01%

M Wealth Management, LLC

6.93K

Mar 31, 26

0.01%

New Dimensions Wealth Management, LLC

6.87K

Mar 31, 26

0.01%

Rockwood Wealth Management, LLC

6.65K

Mar 31, 26

0.01%

Strathmore Capital Advisors, Inc.

6.40K

Mar 31, 26

+6.40K

0.01%

Aptus Capital Advisors, LLC

6.34K

Mar 31, 26

+3.16K

0.01%

Lauterbach Financial Advisors, LLC

6.32K

Mar 31, 26

+498

0.01%

Family CFO Inc

6.30K

Mar 31, 26

0.01%

Morton Capital Management LLC/CA

6.29K

Mar 31, 26

0.01%

WELLS FARGO & COMPANY/MN

6.16K

Mar 31, 26

-1.31K

0.01%

Mutual Advisors, LLC

6.13K

Mar 31, 26

+117

0.01%

Wescott Financial Advisory Group, LLC

6.10K

Mar 31, 26

0.01%

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

6.06K

Mar 31, 26

0.01%

Berger Financial Group, Inc

5.96K

Mar 31, 26

-6

0.01%

Steward Partners Investment Advisory, LLC

5.93K

Mar 31, 26

+5.55K

0.01%

Freedom Day Solutions, LLC

5.91K

Mar 31, 26

+5.91K

0.01%

Cloud Capital Management, LLC

5.80K

Mar 31, 26

+5.80K

0.01%

Kondo Wealth Advisors, Inc.

5.67K

Mar 31, 26

0.01%

BROWN ADVISORY INC

5.52K

Mar 31, 26

+5.52K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

5.36K

Mar 31, 26

+5.36K

0.00%

IEQ CAPITAL, LLC

5.26K

Mar 31, 26

+5.26K

0.00%

Glen Eagle Advisors, LLC

5.25K

Mar 31, 26

0.00%

Frazier Financial Advisors, LLC

5.20K

Mar 31, 26

-126

0.00%

Shore Point Advisors, LLC

5.15K

Mar 31, 26

+5.15K

0.00%

ZRC WEALTH MANAGEMENT, LLC

5.06K

Mar 31, 26

+202

0.00%

Versant Capital Management, Inc

5.02K

Mar 31, 26

-624

0.00%

IFP Advisors, Inc

4.22K

Mar 31, 26

0.00%

Pillar Financial Advisors, LLC

3.68K

Mar 31, 26

0.00%

Beaird Harris Wealth Management, LLC

3.63K

Mar 31, 26

+882

0.00%

DecisionPoint Financial, LLC

3.59K

Mar 31, 26

+617

0.00%

Qube Research & Technologies Ltd

3.20K

Mar 31, 26

+3.01K

0.00%

Geneos Wealth Management Inc.

3.00K

Mar 31, 26

0.00%

McIlrath & Eck, LLC

2.85K

Mar 31, 26

-477

0.00%

IFG Advisory, LLC

2.81K

Mar 31, 26

-161.06K

0.00%

Acropolis Investment Management, LLC

2.62K

Mar 31, 26

+2.62K

0.00%

AdvisorNet Financial, Inc

2.43K

Mar 31, 26

+655

0.00%

Reyes Financial Architecture, Inc.

2.29K

Mar 31, 26

+2.29K

0.00%

FIFTH THIRD BANCORP

2.05K

Mar 31, 26

+1.14K

0.00%

Morton Brown Family Wealth, LLC

1.77K

Mar 31, 26

+194

0.00%

Harbor Asset Planning, Inc.

1.71K

Mar 31, 26

0.00%

American Capital Advisory, LLC

1.65K

Mar 31, 26

+1.65K

0.00%

Valued Wealth Advisors LLC

1.42K

Mar 31, 26

-82

0.00%

Anfield Capital Management, LLC

1.35K

Mar 31, 26

+1.35K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

1.35K

Mar 31, 26

+606

0.00%

WealthShield Partners, LLC

1.21K

Mar 31, 26

0.00%

Advisory Services Network, LLC

1.19K

Mar 31, 26

+1.19K

0.00%

Parkside Financial Bank & Trust

1.10K

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

1.04K

Mar 31, 26

+1.04K

0.00%

Strategic Wealth Partners, Ltd.

898

Mar 31, 26

0.00%

Prudent Man Investment Management, Inc.

838

Mar 31, 26

0.00%

ROGCO, LP

775

Mar 31, 26

0.00%

ASSETMARK, INC

763

Mar 31, 26

+763

0.00%

Millstone Evans Group, LLC

732

Mar 31, 26

+19

0.00%

Ashton Thomas Private Wealth, LLC

709

Mar 31, 26

+709

0.00%

HORIZON FINANCIAL SERVICES, LLC

642

Mar 31, 26

+642

0.00%

WHITTIER TRUST CO

531

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

517

Mar 31, 26

0.00%

Operose Advisors LLC

426

Mar 31, 26

+42

0.00%

HOLLENCREST CAPITAL MANAGEMENT

425

Mar 31, 26

0.00%

Topsail Wealth Management, LLC

396

Mar 31, 26

+396

0.00%

HHM Wealth Advisors, LLC

367

Mar 31, 26

0.00%

Golden State Equity Partners

358

Mar 31, 26

+358

0.00%

Vermillion Wealth Management, Inc.

353

Mar 31, 26

+353

0.00%

Hara Capital LLC

346

Mar 31, 26

0.00%

Rossby Financial, LCC

295

Mar 31, 26

+235

0.00%

Lodestone Wealth Management LLC

206

Mar 31, 26

0.00%

Coston, McIsaac & Partners

179

Mar 31, 26

0.00%

CoreCap Advisors, LLC

160

Mar 31, 26

+160

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+62

0.00%

Integrity Financial Corp /WA

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

0.00%

Fisher Asset Management, LLC

Mar 31, 26

-7.09K

Eagle Bay Advisors LLC

Mar 31, 26

-927

Wealthcare Advisory Partners LLC

Mar 31, 26

-20.56K

SEVEN MILE ADVISORY

Mar 31, 26

-294.51K

Cardinal Point Capital Management, ULC

Mar 31, 26

-5.68K

Concord Wealth Partners

Mar 31, 26

-40

SILVERCREST ASSET MANAGEMENT GROUP LLC

Mar 31, 26

-6.71K

HANCOCK WHITNEY CORP

Mar 31, 26

-6.53K

Aspect Partners, LLC

Mar 31, 26

-85

Quent Capital, LLC

Mar 31, 26

-137

Wright Fund Management, LLC

Mar 31, 26

-330.67K

McMill Wealth Management

Mar 31, 26

-11.11K

Wealth Watch Advisors, INC

Mar 31, 26

-486

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-13.85K

Asset Dedication, LLC

1.24M

Dec 31, 25

-13.61K

1.11%

FISCHER INVESTMENT STRATEGIES, LLC

264.22K

Dec 31, 25

+17.99K

0.24%

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%

MARYLAND CAPITAL ADVISORS INC.

77.06K

Dec 31, 25

+1.38K

0.07%

Liberty Capital Management, Inc.

53.32K

Dec 31, 25

-3.49K

0.05%

Nalls Sherbakoff Group, LLC

46.99K

Dec 31, 25

-6.32K

0.04%

Austin Private Wealth, LLC

27.67K

Dec 31, 25

+872

0.02%

SageView Advisory Group, LLC

21.67K

Dec 31, 25

-884

0.02%

DBK Financial Counsel, LLC

17.99K

Dec 31, 25

0.02%

Timonier Family Office, LTD.

14.69K

Dec 31, 25

-973

0.01%

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%

Global Retirement Partners, LLC

118

Dec 31, 25

-162

0.00%

PBMares Wealth Management LLC

239.98K

Sep 30, 25

+24.49K

0.21%

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

0.02%

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

7.94%

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

2.82%

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

0.26%

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

0.44%

Align Wealth Management, LLC

83.70K

Dec 31, 22

+83.70K

0.07%

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%