Dimensional - US High Profitability ETF(DUHP)

$42.51—Stale · unknown old

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Dimensional - US High Profitability ETF(DUHP)

NYSE • Last print unknown ago

$42.51—Stale · unknown old

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DUHP(DUHP)

DUHP

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Institutional Ownership

Top 996 Institutional Holders

Holder	Shares	Date	Change	% Held
MERCER GLOBAL ADVISORS INC /ADV	51.66M	Jun 30, 26	+2.92M	17.26%
Colony Group, LLC	21.47M	Jun 30, 26	+1.08M	7.17%
Forum Financial Management, LP	8.67M	Jun 30, 26	+209.81K	2.90%
Pure Financial Advisors, LLC	8.26M	Jun 30, 26	+430.88K	2.76%
Apella Capital, LLC	4.12M	Jun 30, 26	+231.46K	1.38%
ENVESTNET ASSET MANAGEMENT INC	4.10M	Jun 30, 26	+447.11K	1.37%
Buckingham Strategic Partners	3.85M	Jun 30, 26	+550.49K	1.29%
Allworth Financial LP	3.61M	Jun 30, 26	-853.51K	1.21%
TCI Wealth Advisors, Inc.	3.35M	Jun 30, 26	+837.79K	1.12%
Foster Group, Inc.	3.14M	Jun 30, 26	+71.41K	1.05%
ASSETMARK, INC	3.08M	Jun 30, 26	+3.08M	1.03%
Petersen Hastings Wealth Advisors Inc.	3.01M	Jun 30, 26	+53.92K	1.01%
BANK OF MONTREAL /CAN/	2.87M	Jun 30, 26	+138.18K	0.96%
CI Private Wealth, LLC	2.83M	Jun 30, 26	-922.23K	0.95%
ALESCO ADVISORS LLC	2.67M	Jun 30, 26	+38.18K	0.89%
PARK AVENUE SECURITIES LLC	2.65M	Jun 30, 26	+167.88K	0.88%
RW Investment Management LLC	2.64M	Jun 30, 26	+56.41K	0.88%
Aprio Wealth Management, LLC	2.35M	Jun 30, 26	-101.85K	0.79%
HB Wealth Management, LLC	2.23M	Jun 30, 26	+240.19K	0.74%
FINANCIAL CONSULATE, INC	2.11M	Jun 30, 26	+70.98K	0.70%
UBS Group AG	2.10M	Jun 30, 26	-47.96K	0.70%
HighTower Advisors, LLC	2.09M	Jun 30, 26	-18.15K	0.70%
Beaird Harris Wealth Management, LLC	2.05M	Jun 30, 26	-91.85K	0.68%
Beacon Pointe Advisors, LLC	1.99M	Jun 30, 26	+103.18K	0.66%
Savant Capital, LLC	1.94M	Jun 30, 26	+1.30M	0.65%
Root Financial Partners, LLC	1.89M	Jun 30, 26	+569.86K	0.63%
Pathstone Holdings, LLC	1.85M	Jun 30, 26	+58.24K	0.62%
Vise Technologies, Inc.	1.85M	Jun 30, 26	+818.16K	0.62%
RAYMOND JAMES FINANCIAL INC	1.75M	Jun 30, 26	+80.54K	0.58%
Planning Center, Inc.	1.67M	Jun 30, 26	+20.92K	0.56%
High Probability Advisors, LLC	1.61M	Jun 30, 26	+92.59K	0.54%
BANK OF AMERICA CORP /DE/	1.50M	Jun 30, 26	+73.52K	0.50%
Bouchey Financial Group Ltd	1.39M	Jun 30, 26	-767.64K	0.47%
Clearstead Advisors, LLC	1.36M	Jun 30, 26	-1.35M	0.46%
SATOVSKY ASSET MANAGEMENT LLC	1.34M	Jun 30, 26	+33.05K	0.45%
Retirement Solution Inc.	1.32M	Jun 30, 26	+5.94K	0.44%
Vestmark Advisory Solutions, Inc.	1.31M	Jun 30, 26	-780	0.44%
Leading Edge Financial Planning LLC	1.29M	Jun 30, 26	+86.17K	0.43%
Symmetry Partners, LLC	1.26M	Jun 30, 26	-26.30K	0.42%
DiNuzzo Private Wealth, Inc.	1.24M	Jun 30, 26	+11.96K	0.41%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1.22M	Jun 30, 26	+29.00K	0.41%
Burton Enright Welch	1.19M	Jun 30, 26	+81.55K	0.40%
Meredith Wealth Planning	1.19M	Jun 30, 26	-10.36K	0.40%
Millburn Ridgefield Corp	1.17M	Jun 30, 26	--	0.39%
Catalyst Capital Advisors LLC	1.17M	Jun 30, 26	--	0.39%
Greenspring Advisors, LLC	1.17M	Jun 30, 26	+25.45K	0.39%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.17M	Jun 30, 26	-82.25K	0.39%
Safeguard Investment Advisory Group, LLC	1.16M	Jun 30, 26	-66.21K	0.39%
HARBOUR INVESTMENTS, INC.	1.14M	Jun 30, 26	+45.10K	0.38%
Eqis Capital Management, Inc.	1.12M	Jun 30, 26	-61.86K	0.38%
Chicago Partners Investment Group LLC	1.12M	Jun 30, 26	+26.29K	0.37%
FULTON BANK, N.A.	1.10M	Jun 30, 26	+20.44K	0.37%
Timonier Family Office, LTD.	1.07M	Jun 30, 26	+1.07M	0.36%
GREAT OAK CAPITAL PARTNERS, LLC	1.07M	Jun 30, 26	+22.20K	0.36%
Mariner, LLC	1.02M	Jun 30, 26	-297.26K	0.34%
Farther Finance Advisors, LLC	910.28K	Jun 30, 26	+128.86K	0.30%
Resources Investment Advisors, LLC.	903.49K	Jun 30, 26	-16.45K	0.30%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	898.76K	Jun 30, 26	-653.47K	0.30%
Integrated Wealth Concepts LLC	897.54K	Jun 30, 26	+365.99K	0.30%
Hippocratic Financial Advisors, LLC	864.36K	Jun 30, 26	+39.34K	0.29%
Integrity Advisory Solutions, LLC	863.23K	Jun 30, 26	+92.09K	0.29%
Woodward Financial Advisors, Inc.	858.31K	Jun 30, 26	+858.31K	0.29%
FORVIS Wealth Advisors, LLC	853.12K	Jun 30, 26	-122.93K	0.28%
Baird Financial Group, Inc.	850.84K	Jun 30, 26	+15.84K	0.28%
Sequoia Financial Advisors, LLC	824.57K	Jun 30, 26	+4.22K	0.28%
United Wealth Management, LLC	788.37K	Jun 30, 26	+13.10K	0.26%
True Wealth Design, LLC	784.81K	Jun 30, 26	+63.77K	0.26%
GeoWealth Management, LLC	783.94K	Jun 30, 26	+22.50K	0.26%
AE Wealth Management LLC	779.09K	Jun 30, 26	+34.24K	0.26%
von Borstel & Associates, Inc.	767.92K	Jun 30, 26	+14.58K	0.26%
STOLZ & ASSOCIATES, PS	763.43K	Jun 30, 26	+27.52K	0.26%
LPL Financial LLC	724.15K	Jun 30, 26	+110.49K	0.24%
LIBERTY WEALTH MANAGEMENT LLC	701.17K	Jun 30, 26	--	0.23%
LVZ, Inc.	700.15K	Jun 30, 26	+12.89K	0.23%
WPWealth LLP	695.20K	Jun 30, 26	+24.54K	0.23%
Discipline Wealth Solutions, LLC	694.26K	Jun 30, 26	-23.66K	0.23%
Arlington Financial Advisors, LLC	692.35K	Jun 30, 26	+19.38K	0.23%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	691.94K	Jun 30, 26	+13.66K	0.23%
CVA Family Office, LLC	686.27K	Jun 30, 26	+52.29K	0.23%
Sterling Wealth Management, Inc.	670.85K	Jun 30, 26	+23.74K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	664.49K	Jun 30, 26	+9.62K	0.22%
SAX WEALTH ADVISORS, LLC	661.50K	Jun 30, 26	-45.42K	0.22%
JPMORGAN CHASE & CO	647.84K	Jun 30, 26	+5.73K	0.22%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	639.42K	Jun 30, 26	-2.70K	0.21%
Three Arch Wealth Management LLC	625.16K	Jun 30, 26	+45.95K	0.21%
Lutz Financial Services LLC	609.08K	Jun 30, 26	+30.91K	0.20%
MASTER'S WEALTH MANAGEMENT INC.	602.55K	Jun 30, 26	+18.22K	0.20%
Elser Financial Planning, Inc	589.42K	Jun 30, 26	+27.40K	0.20%
Oceanside Advisors LLC	584.07K	Jun 30, 26	+19.55K	0.20%
WCG Wealth Advisors LLC	564.44K	Jun 30, 26	+15.77K	0.19%
Foundry Financial LLC	557.47K	Jun 30, 26	+62.06K	0.19%
G2 CAPITAL MANAGEMENT, LLC / OH	555.48K	Jun 30, 26	+9.95K	0.19%
Opus Capital Group, LLC	549.19K	Jun 30, 26	+9.77K	0.18%
Bridgewater Advisors Inc.	548.22K	Jun 30, 26	-419.08K	0.18%
Midwest Heritage Bank, FSB	533.31K	Jun 30, 26	+5.49K	0.18%
Tassel Capital Management, Inc.	510.52K	Jun 30, 26	+16.18K	0.17%
LEGACY FINANCIAL GROUP, INC.	509.32K	Jun 30, 26	+8.55K	0.17%
Mills Wealth Advisors LLC	502.70K	Jun 30, 26	-7.00K	0.17%
Private Advisor Group, LLC	500.17K	Jun 30, 26	+304.71K	0.17%
NewEdge Advisors, LLC	499.26K	Jun 30, 26	+19.18K	0.17%
MB Generational Wealth, LLC	498.72K	Jun 30, 26	-39.24K	0.17%
Cambridge Investment Research Advisors, Inc.	492.78K	Jun 30, 26	+146.52K	0.16%
ADVISOR GROUP HOLDINGS, INC.	485.59K	Jun 30, 26	+54.65K	0.16%
SCRATCH CAPITAL LLC	483.93K	Jun 30, 26	+41.75K	0.16%
TANDEMGROWTH FINANCIAL ADVISORS LLC	480.39K	Jun 30, 26	+7.76K	0.16%
HFM Investment Advisors, LLC	479.06K	Jun 30, 26	+8.68K	0.16%
Envision Financial Planning, LLC	475.63K	Jun 30, 26	+14.21K	0.16%
Burk Holdings LLC	470.04K	Jun 30, 26	+80.84K	0.16%
INTREPID CAPITAL MANAGEMENT INC	468.85K	Jun 30, 26	-2.35K	0.16%
Savvy Advisors, Inc.	460.60K	Jun 30, 26	+24.89K	0.15%
Syverson Strege & Co	458.25K	Jun 30, 26	+2.56K	0.15%
Wealth Advisors Northwest LLC	454.03K	Jun 30, 26	+31.34K	0.15%
HUTCHINSON CAPITAL MANAGEMENT/CA	451.55K	Jun 30, 26	+3.22K	0.15%
STIFEL FINANCIAL CORP	445.04K	Jun 30, 26	-12.02K	0.15%
Level Financial Advisors, Inc.	435.56K	Jun 30, 26	+16.17K	0.15%
Financial Harvest, LLC	424.48K	Jun 30, 26	+38.36K	0.14%
Foundation Wealth Management, LLC\PA	417.29K	Jun 30, 26	+38.19K	0.14%
TCP Asset Management, LLC	411.80K	Jun 30, 26	+6.14K	0.14%
PINNACLE ASSOCIATES LTD	399.99K	Jun 30, 26	+4.41K	0.13%
Pinnacle Wealth Management Advisory Group, LLC	399.99K	Jun 30, 26	+4.41K	0.13%
Austin Asset Management Co Inc	396.16K	Jun 30, 26	+10.30K	0.13%
ENTRUST FINANCIAL LLC	393.73K	Jun 30, 26	-12.16K	0.13%
25 LLC	392.45K	Jun 30, 26	+20.38K	0.13%
Keating Financial Advisory Services, Inc.	388.03K	Jun 30, 26	+49.08K	0.13%
Brady Martz Wealth Solutions, LLC	379.33K	Jun 30, 26	+18.15K	0.13%
Gemmer Asset Management LLC	378.69K	Jun 30, 26	+20.69K	0.13%
Quantinno Capital Management LP	375.31K	Jun 30, 26	+166.89K	0.13%
MATAURO, LLC	374.02K	Jun 30, 26	+17.38K	0.12%
Parkshore Wealth Management, Inc.	372.20K	Jun 30, 26	+39.81K	0.12%
Applied Capital LLC	370.12K	Jun 30, 26	+18.48K	0.12%
RIVERCHASE WEALTH MANAGEMENT, LLC	368.58K	Jun 30, 26	+11.45K	0.12%
Cerity Partners LLC	366.69K	Jun 30, 26	+22.73K	0.12%
Aspen Private Advisors, LLC	351.24K	Jun 30, 26	+351.24K	0.12%
Heritage Wealth Management, Inc./Texas	346.32K	Jun 30, 26	+5.06K	0.12%
CLARIS ADVISORS, LLC / MO /	342.90K	Jun 30, 26	+13.57K	0.11%
FIDUCIARY FINANCIAL ADVISORS	338.70K	Jun 30, 26	+338.70K	0.11%
MML INVESTORS SERVICES, LLC	338.37K	Jun 30, 26	+80.15K	0.11%
MONETA GROUP INVESTMENT ADVISORS LLC	334.43K	Jun 30, 26	+1.26K	0.11%
SUMMIT WEALTH GROUP LLC / CO	332.56K	Jun 30, 26	-928	0.11%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	331.80K	Jun 30, 26	-96.05K	0.11%
FAMILY WEALTH PARTNERS, LLC	320.62K	Jun 30, 26	+21.27K	0.11%
ROYAL BANK OF CANADA	319.50K	Jun 30, 26	-84.00K	0.11%
DWR WEALTH MANAGEMENT, LLC	319.15K	Jun 30, 26	+9.38K	0.11%
RAFFA WEALTH MANAGEMENT, LLC	317.65K	Jun 30, 26	+32.07K	0.11%
Invst, LLC	296.69K	Jun 30, 26	+17.12K	0.10%
Abel Hall, LLC	293.85K	Jun 30, 26	+2.90K	0.10%
SILVER OAK WEALTH ADVISORS SERVICES, LLC	292.39K	Jun 30, 26	+6.04K	0.10%
Kaufman Rossin Wealth, LLC	288.98K	Jun 30, 26	+41.03K	0.10%
Weinberger Asset Management, Inc	288.94K	Jun 30, 26	+17.10K	0.10%
UBS ASSET MANAGEMENT AMERICAS INC	287.88K	Jun 30, 26	--	0.10%
RFG Advisory, LLC	283.70K	Jun 30, 26	-1.29K	0.09%
Index Fund Advisors, Inc.	279.33K	Jun 30, 26	+34.51K	0.09%
Vestment Financial LLC	266.96K	Jun 30, 26	+13.96K	0.09%
RCS Financial Planning, LLC	266.13K	Jun 30, 26	+7.39K	0.09%
Arkadios Wealth Advisors	265.68K	Jun 30, 26	-3.39K	0.09%
Sollinda Capital Management LLC	265.38K	Jun 30, 26	+38.78K	0.09%
VANCE WEALTH, INC.	259.58K	Jun 30, 26	+3.11K	0.09%
CSP Financial Group, LLC	257.26K	Jun 30, 26	+23.10K	0.09%
WorthPointe, LLC	256.85K	Jun 30, 26	+11.33K	0.09%
Warburton Capital Management, LLC	256.45K	Jun 30, 26	+44.43K	0.09%
WESCAP Management Group, Inc.	253.91K	Jun 30, 26	+7.51K	0.08%
Miracle Mile Advisors, LLC	252.33K	Jun 30, 26	+22.77K	0.08%
Brinker Capital Investments, LLC	247.72K	Jun 30, 26	-6.76K	0.08%
FIDUCIARY FINANCIAL GROUP, LLC	245.84K	Jun 30, 26	+21.25K	0.08%
Kestra Advisory Services, LLC	245.42K	Jun 30, 26	+13.97K	0.08%
AdvisorNet Financial, Inc	245.36K	Jun 30, 26	-6.56K	0.08%
Betterment LLC	242.97K	Jun 30, 26	+18.61K	0.08%
CogentBlue Wealth Advisors, LLC	239.03K	Jun 30, 26	+2.71K	0.08%
Financial Engines Advisors L.L.C.	237.90K	Jun 30, 26	-18.95K	0.08%
Dynamic Advisor Solutions LLC	235.56K	Jun 30, 26	-6.25K	0.08%
Lynch Investment Planning, LLC	232.66K	Jun 30, 26	+2.17K	0.08%
Trailhead Planners LLC	231.10K	Jun 30, 26	-23.86K	0.08%
M Holdings Securities, Inc.	231.06K	Jun 30, 26	-70.86K	0.08%
CARDIFF PARK ADVISORS, LLC	220.49K	Jun 30, 26	-1.31K	0.07%
Archford Capital Strategies, LLC	213.88K	Jun 30, 26	+3.89K	0.07%
Shore Point Advisors, LLC	212.88K	Jun 30, 26	+12.48K	0.07%
Sanchez Levi Garrett	212.44K	Jun 30, 26	+8.24K	0.07%
Crown Wealth Group, LLC	209.31K	Jun 30, 26	-1.93K	0.07%
Disciplined Investments, LLC	207.79K	Jun 30, 26	+16.16K	0.07%
GOLDMAN SACHS GROUP INC	205.23K	Jun 30, 26	+199.32K	0.07%
TABLEAUX LLC	204.52K	Jun 30, 26	+8.92K	0.07%
JONES FINANCIAL COMPANIES LLLP	202.83K	Jun 30, 26	+53.36K	0.07%
Parkwoods Wealth Partners, LLC	200.03K	Jun 30, 26	+49.13K	0.07%
AXXCESS WEALTH MANAGEMENT, LLC	195.35K	Jun 30, 26	+195.35K	0.07%
E-Wealth Partners, LLC	192.90K	Jun 30, 26	+13.18K	0.06%
Concurrent Investment Advisors, LLC	189.89K	Jun 30, 26	+3.29K	0.06%
AA Financial Advisors, LLC	187.85K	Jun 30, 26	-4.36K	0.06%
Security Financial Services, INC.	187.70K	Jun 30, 26	-7.25K	0.06%
Wealthspire Advisors, LLC	186.38K	Jun 30, 26	+110.50K	0.06%
Emprise Bank	183.89K	Jun 30, 26	+57.48K	0.06%
Tortoise Investment Management, LLC	180.84K	Jun 30, 26	+8.69K	0.06%
AQR CAPITAL MANAGEMENT LLC	178.29K	Jun 30, 26	+76.42K	0.06%
Optimus Capital Advisors, LLC	178.00K	Jun 30, 26	+783	0.06%
Vested Financial Planning, LLC	175.99K	Jun 30, 26	+7.36K	0.06%
Waycross Investment Management Co	174.49K	Jun 30, 26	-6.00K	0.06%
Acorn Wealth Advisors, LLC	174.46K	Jun 30, 26	+28.54K	0.06%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	174.11K	Jun 30, 26	+7.46K	0.06%
Entelevest, LLC	170.06K	Jun 30, 26	+5.03K	0.06%
BluePrint Investing LLC	167.30K	Jun 30, 26	-364	0.06%
Layline Advisors, LLC	166.29K	Jun 30, 26	+22.89K	0.06%
Kooman & Associates	162.97K	Jun 30, 26	-401.80K	0.05%
HMV Wealth Advisors, LLC	160.00K	Jun 30, 26	+32.81K	0.05%
Helen Stephens Group, LLC	157.78K	Jun 30, 26	+91	0.05%
Strathmore Capital Advisors, Inc.	156.15K	Jun 30, 26	+6.00K	0.05%
JACKSON THORNTON ASSET MANAGEMENT, LLC	153.52K	Jun 30, 26	+4.63K	0.05%
REDW Wealth LLC	152.40K	Jun 30, 26	-34.23K	0.05%
Rockefeller Capital Management L.P.	151.99K	Jun 30, 26	-16.62K	0.05%
ROBINSON SMITH WEALTH ADVISORS LLC	151.17K	Jun 30, 26	+15	0.05%
GEM Asset Management, LLC	147.72K	Jun 30, 26	+5.28K	0.05%
Waterfront Wealth Inc.	143.46K	Jun 30, 26	+1.10K	0.05%
Altiora Financial Group, LLC	141.88K	Jun 30, 26	-19.80K	0.05%
Schubert & Co	139.79K	Jun 30, 26	+4.70K	0.05%
Ullmann Wealth Partners Group, LLC	138.46K	Jun 30, 26	-42.74K	0.05%
Capital Investment Advisory Services, LLC	136.46K	Jun 30, 26	+22.19K	0.05%
Strategic Investment Solutions, Inc. /IL	134.72K	Jun 30, 26	+5.19K	0.05%
Kestra Investment Management, LLC	128.49K	Jun 30, 26	-69.78K	0.04%
Integrity Investment Advisors, LLC	127.76K	Jun 30, 26	+20.67K	0.04%
BetterWealth, LLC	125.45K	Jun 30, 26	-3.50K	0.04%
Strategent Financial, LLC	124.87K	Jun 30, 26	+7.99K	0.04%
NORTHWEST WEALTH MANAGEMENT, LLC	124.31K	Jun 30, 26	+7.64K	0.04%
CPA Asset Management LLC	123.58K	Jun 30, 26	-200.40K	0.04%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	122.82K	Jun 30, 26	+11.81K	0.04%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	118.73K	Jun 30, 26	+8.89K	0.04%
Creative Planning	118.26K	Jun 30, 26	-5.46K	0.04%
Cartesian Growth Corp	118.10K	Jun 30, 26	-58.20K	0.04%
City State Bank	117.27K	Jun 30, 26	+13.99K	0.04%
BDFS Capital LLC	116.71K	Jun 30, 26	+9.60K	0.04%
Wealth Management Strategies, Inc.	116.22K	Jun 30, 26	+4.13K	0.04%
L & S Advisors Inc	114.59K	Jun 30, 26	-330	0.04%
PFG Advisors	109.94K	Jun 30, 26	+672	0.04%
Friday Financial	106.56K	Jun 30, 26	+9.11K	0.04%
First Heartland Consultants, Inc.	106.51K	Jun 30, 26	+43.88K	0.04%
Atria Investments, Inc	106.45K	Jun 30, 26	+43.64K	0.04%
Bryant Woods Investment Advisors, LLC	106.21K	Jun 30, 26	+2.77K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	105.76K	Jun 30, 26	+98.31K	0.04%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	104.34K	Jun 30, 26	+10.93K	0.03%
Connecticut Capital Management Group, LLC	103.34K	Jun 30, 26	+8.29K	0.03%
Live Oak Private Wealth LLC	103.22K	Jun 30, 26	+103.22K	0.03%
Thayer Financial, L.L.C.	102.54K	Jun 30, 26	+2.18K	0.03%
TRANSCEND CAPITAL ADVISORS, LLC	102.17K	Jun 30, 26	-917	0.03%
HBE Wealth Management, LLC	101.47K	Jun 30, 26	+10.35K	0.03%
Evanson Financial, LLC	98.27K	Jun 30, 26	+98.27K	0.03%
Torren Management, LLC	97.41K	Jun 30, 26	-441	0.03%
EverSource Wealth Advisors, LLC	95.55K	Jun 30, 26	-11.43K	0.03%
Glass Jacobson Investment Advisors llc	94.24K	Jun 30, 26	+11.75K	0.03%
MORGAN STANLEY	92.82K	Jun 30, 26	-5.50K	0.03%
McCartney Wealth Management LLC	92.77K	Jun 30, 26	+3.66K	0.03%
DOPKINS WEALTH MANAGEMENT, LLC	92.40K	Jun 30, 26	-1.13K	0.03%
Summit Wealth Group, LLC	88.78K	Jun 30, 26	+2.45K	0.03%
Vantage Point Financial LLC	88.41K	Jun 30, 26	+18.29K	0.03%
Two West Capital Advisors LLC	86.77K	Jun 30, 26	-3.03K	0.03%
Arcadia Wealth Management, Inc.	85.23K	Jun 30, 26	+3.22K	0.03%
Caprock Group, LLC	84.91K	Jun 30, 26	--	0.03%
Qube Research & Technologies Ltd	84.49K	Jun 30, 26	+25.26K	0.03%
Intelligence Driven Advisers, LLC	83.44K	Jun 30, 26	-3.19K	0.03%
WELLS FARGO & COMPANY/MN	80.86K	Jun 30, 26	+66.18K	0.03%
Capstone Wealth Management, Inc.	80.16K	Jun 30, 26	-1.87K	0.03%
XY Planning Network, Inc.	79.96K	Jun 30, 26	-1.31K	0.03%
SIGNATUREFD, LLC	78.89K	Jun 30, 26	+3.61K	0.03%
CAPTRUST FINANCIAL ADVISORS	78.24K	Jun 30, 26	-1.66K	0.03%
BKA Wealth Consulting, Inc.	77.75K	Jun 30, 26	+3.13K	0.03%
Outbound Financial Inc	77.53K	Jun 30, 26	-3.72K	0.03%
MATTERN CAPITAL MANAGEMENT, LLC	76.31K	Jun 30, 26	+26.72K	0.03%
NWAM LLC	76.16K	Jun 30, 26	+5.32K	0.03%
Mission Hills Financial Advisory, LLC	75.51K	Jun 30, 26	+75.51K	0.03%
Investmark Advisory Group LLC	74.43K	Jun 30, 26	-1.46K	0.02%
Daner Wealth Management, LLC	72.24K	Jun 30, 26	+10.03K	0.02%
Clear Creek Financial Management, LLC	71.21K	Jun 30, 26	+3.31K	0.02%
MAI Capital Management	70.69K	Jun 30, 26	+68.81K	0.02%
Coston, McIsaac & Partners	70.14K	Jun 30, 26	+2.71K	0.02%
Wolfstich Capital, LLC	68.19K	Jun 30, 26	+10.48K	0.02%
KEB ASSET MANAGEMENT, LLC	67.84K	Jun 30, 26	+11.48K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	65.37K	Jun 30, 26	+6.06K	0.02%
Fidelis Capital Partners, LLC	64.29K	Jun 30, 26	-100	0.02%
Approach Retirement Advisors, LLC	64.08K	Jun 30, 26	-557	0.02%
Kane Co Wealth Management, Inc.	63.45K	Jun 30, 26	+8.59K	0.02%
Brookstone Capital Management	63.39K	Jun 30, 26	+10.63K	0.02%
Accurate Wealth Management, LLC	63.35K	Jun 30, 26	+52.79K	0.02%
RAM Investment Partners, LLC	62.81K	Jun 30, 26	+5.78K	0.02%
Washington Trust Advisors, Inc.	61.26K	Jun 30, 26	+88	0.02%
CITIGROUP INC	61.08K	Jun 30, 26	-5.59K	0.02%
Everest Management Corp.	59.82K	Jun 30, 26	+630	0.02%
VIAWEALTH, LLC	59.09K	Jun 30, 26	+2.26K	0.02%
Dorsey & Whitney Trust CO LLC	58.45K	Jun 30, 26	+774	0.02%
Beacon Financial Advisory LLC	57.48K	Jun 30, 26	+6.93K	0.02%
CHERRYDALE WEALTH MANAGEMENT, LLC	57.01K	Jun 30, 26	+1.81K	0.02%
Everest Financial Group LLC	56.94K	Jun 30, 26	+2.50K	0.02%
CHOREO, LLC	56.89K	Jun 30, 26	-3.44K	0.02%
CreativeOne Wealth, LLC	56.67K	Jun 30, 26	-72.16K	0.02%
International Private Wealth Advisors LLC	56.34K	Jun 30, 26	+655	0.02%
FIRETHORN WEALTH PARTNERS, LLC	55.78K	Jun 30, 26	-1.30K	0.02%
MSA Advisors, LLC	53.73K	Jun 30, 26	--	0.02%
Merit Financial Group, LLC	52.91K	Jun 30, 26	-1.05K	0.02%
Simplicity Wealth,LLC	52.80K	Jun 30, 26	-4.66K	0.02%
TRUIST FINANCIAL CORP	50.48K	Jun 30, 26	-18.41K	0.02%
Triad Wealth Partners, LLC	49.68K	Jun 30, 26	+11.67K	0.02%
MARYLAND CAPITAL ADVISORS INC.	48.97K	Jun 30, 26	+48.97K	0.02%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	48.72K	Jun 30, 26	+4.55K	0.02%
Freedom Day Solutions, LLC	48.01K	Jun 30, 26	+31.79K	0.02%
Global Financial Private Client, LLC	47.83K	Jun 30, 26	+17.82K	0.02%
EP Wealth Advisors, LLC	47.48K	Jun 30, 26	+3.09K	0.02%
SageView Advisory Group, LLC	47.36K	Jun 30, 26	-2.52K	0.02%
Ponta Wealth Partners, LLC	46.29K	Jun 30, 26	+16.28K	0.02%
Mission Financial Group, LLC	45.63K	Jun 30, 26	+45.63K	0.02%
K2 Financial Inc.	45.26K	Jun 30, 26	+31	0.02%
First Financial Group Corp	45.13K	Jun 30, 26	+3.78K	0.02%
Donalies Financial Planning, LLC	44.60K	Jun 30, 26	+2.18K	0.01%
Argyle Capital Partners, LLC	43.54K	Jun 30, 26	-171	0.01%
VESTIA PERSONAL WEALTH ADVISORS	42.17K	Jun 30, 26	+19.85K	0.01%
SEI INVESTMENTS CO	41.94K	Jun 30, 26	+5.00K	0.01%
Accretive Wealth Partners, LLC	41.66K	Jun 30, 26	-4.49K	0.01%
Lynx Investment Advisory	40.77K	Jun 30, 26	+31.09K	0.01%
Hartmann Taylor Wealth Management, LLC	39.81K	Jun 30, 26	--	0.01%
Canvas Wealth Advisors, LLC	39.20K	Jun 30, 26	+8.22K	0.01%
Rehmann Capital Advisory Group	39.16K	Jun 30, 26	-671	0.01%
ArborFi Advisors, LLC	37.19K	Jun 30, 26	-146.57K	0.01%
American Investment Services, Inc.	36.36K	Jun 30, 26	-274	0.01%
XCELSIOR ADVISOR PARTNERS LLC	36.21K	Jun 30, 26	-34	0.01%
Inspire Advisors, LLC	35.94K	Jun 30, 26	-2.90K	0.01%
Hardy Reed LLC	35.59K	Jun 30, 26	+13.82K	0.01%
Samalin Investment Counsel, LLC	34.03K	Jun 30, 26	+572	0.01%
Brand Asset Management Group, Inc.	32.56K	Jun 30, 26	+32.56K	0.01%
Madrid Wealth Management, LLC	32.25K	Jun 30, 26	-1.39K	0.01%
FISCHER INVESTMENT STRATEGIES, LLC	32.23K	Jun 30, 26	+72	0.01%
Tandem Financial, LLC	31.59K	Jun 30, 26	-1.39K	0.01%
Cetera Investment Advisers	30.61K	Jun 30, 26	+15.61K	0.01%
Arcadia Wealth Management, LLC	30.59K	Jun 30, 26	-7.61K	0.01%
BIP Wealth, LLC	30.39K	Jun 30, 26	+13.53K	0.01%
Herold Advisors, Inc.	30.20K	Jun 30, 26	+8.27K	0.01%
FMR LLC	29.91K	Jun 30, 26	+14.87K	0.01%
Landing Point Financial Group, LLC	29.48K	Jun 30, 26	+1.29K	0.01%
Innovative Asset Advisors Group, LLC	29.40K	Jun 30, 26	-1.73K	0.01%
Venture Visionary Partners LLC	29.20K	Jun 30, 26	+29.20K	0.01%
BRIGHTON JONES LLC	29.14K	Jun 30, 26	+343	0.01%
RENAISSANCE TECHNOLOGIES LLC	27.79K	Jun 30, 26	+27.79K	0.01%
SpringVest Wealth Management LLC	26.71K	Jun 30, 26	+273	0.01%
TCFG Investment Advisors, LLC	25.45K	Jun 30, 26	+866	0.01%
Cresset Asset Management, LLC	24.62K	Jun 30, 26	+24.62K	0.01%
FORTERIS WEALTH MANAGEMENT INC.	24.31K	Jun 30, 26	+470	0.01%
Vistica Wealth Advisors, LLC	23.88K	Jun 30, 26	-4.85K	0.01%
Modera Wealth Management, LLC	23.12K	Jun 30, 26	+610	0.01%
Glassy Mountain Advisors, Inc.	22.51K	Jun 30, 26	+220	0.01%
Empire Financial Management Company, LLC	21.57K	Jun 30, 26	+661	0.01%
Oder Investment Management, LLC	21.55K	Jun 30, 26	+1.02K	0.01%
Belleair Asset Management, LLC	21.54K	Jun 30, 26	+471	0.01%
WEALTHSPAN PARTNERS, LLC	21.46K	Jun 30, 26	-1.13K	0.01%
Kingsview Wealth Management, LLC	21.30K	Jun 30, 26	-28	0.01%
SRS Capital Advisors, Inc.	21.22K	Jun 30, 26	-8.43K	0.01%
Mattern Wealth Management LLC	21.09K	Jun 30, 26	--	0.01%
Axis Wealth Partners, LLC	20.70K	Jun 30, 26	-3.52K	0.01%
POINCIANA ADVISORS GROUP, LLC	19.76K	Jun 30, 26	+346	0.01%
Pacific Asset Management, LLC	19.59K	Jun 30, 26	-374	0.01%
Summit Wealth Partners, LLC	19.34K	Jun 30, 26	-470	0.01%
Summit Financial, LLC	19.16K	Jun 30, 26	-88	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	19.12K	Jun 30, 26	-10.77K	0.01%
Hutchens & Kramer Investment Management Group, LLC	19.02K	Jun 30, 26	--	0.01%
Cascade Wealth Advisors, Inc	18.99K	Jun 30, 26	+1	0.01%
DIVERSIFY WEALTH MANAGEMENT, LLC	18.75K	Jun 30, 26	+228	0.01%
Diversify Advisory Services, LLC	18.75K	Jun 30, 26	+18.75K	0.01%
SC&H Financial Advisors, Inc.	18.73K	Jun 30, 26	+5	0.01%
Gibraltar Capital Management, Inc.	18.68K	Jun 30, 26	--	0.01%
Global Retirement Partners, LLC	18.37K	Jun 30, 26	+18.37K	0.01%
CLUNE & ASSOCIATES, LTD.	17.89K	Jun 30, 26	+2	0.01%
tru Independence LLC	17.51K	Jun 30, 26	-2.39K	0.01%
ASPIRIANT, LLC	17.30K	Jun 30, 26	--	0.01%
Lauterbach Financial Advisors, LLC	17.05K	Jun 30, 26	+90	0.01%
Cogent Private Wealth, Inc.	16.78K	Jun 30, 26	+5.20K	0.01%
Shearwater Capital LLC	16.57K	Jun 30, 26	--	0.01%
Waverly Advisors, LLC	16.37K	Jun 30, 26	+16.37K	0.01%
ELEVATE WEALTH ADVISORY, INC	16.34K	Jun 30, 26	+2.09K	0.01%
Prime Capital Investment Advisors, LLC	16.32K	Jun 30, 26	+197	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16.23K	Jun 30, 26	+50	0.01%
Csenge Advisory Group	15.95K	Jun 30, 26	+365	0.01%
Stewardship Advisors, LLC	15.47K	Jun 30, 26	+581	0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	15.46K	Jun 30, 26	+15.46K	0.01%
EnRich Financial Partners LLC	15.14K	Jun 30, 26	-117	0.01%
IHT Wealth Management, LLC	14.97K	Jun 30, 26	+5.75K	0.01%
Bedel Financial Consulting, Inc.	14.84K	Jun 30, 26	+24	0.00%
Nova R Wealth, Inc.	14.61K	Jun 30, 26	+34	0.00%
Lionshead Wealth Management, LLC	14.58K	Jun 30, 26	-89	0.00%
Ballast Rock Private Wealth LLC	14.26K	Jun 30, 26	-23	0.00%
Steward Partners Investment Advisory, LLC	14.19K	Jun 30, 26	-2.44K	0.00%
Clark Asset Management, LLC	14.16K	Jun 30, 26	+4.36K	0.00%
Fiduciary Alliance LLC	14.07K	Jun 30, 26	-567	0.00%
CARY STREET PARTNERS FINANCIAL LLC	13.95K	Jun 30, 26	-616	0.00%
Quadcap Wealth Management, LLC	13.93K	Jun 30, 26	--	0.00%
ARK & TLK INVESTMENTS, LLC	13.79K	Jun 30, 26	--	0.00%
AWM CAPITAL, LLC	13.49K	Jun 30, 26	+32	0.00%
Fortis Capital Management LLC	13.42K	Jun 30, 26	--	0.00%
FIRST FOUNDATION ADVISORS	13.39K	Jun 30, 26	--	0.00%
Unison Advisors LLC	13.37K	Jun 30, 26	+31	0.00%
Plancorp, LLC	12.87K	Jun 30, 26	-127	0.00%
Rockwood Wealth Management, LLC	12.83K	Jun 30, 26	+593	0.00%
Quad-Cities Investment Group, LLC	12.77K	Jun 30, 26	+764	0.00%
Sanctuary Advisors, LLC	12.76K	Jun 30, 26	+12.76K	0.00%
Global Trust Asset Management, LLC	12.72K	Jun 30, 26	--	0.00%
LRI Investments, LLC	11.93K	Jun 30, 26	+49	0.00%
Werba Rubin Papier Wealth Management	11.92K	Jun 30, 26	+22	0.00%
Navigoe, LLC	11.68K	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	11.60K	Jun 30, 26	--	0.00%
Badgley Phelps Wealth Managers, LLC	11.51K	Jun 30, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	11.48K	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	11.47K	Jun 30, 26	-588	0.00%
Heritage Investment Group, Inc.	11.44K	Jun 30, 26	-3.35K	0.00%
Nalls Sherbakoff Group, LLC	11.28K	Jun 30, 26	--	0.00%
IFP Advisors, Inc	10.96K	Jun 30, 26	-2.86K	0.00%
Rockbridge Investment Management, LCC	10.86K	Jun 30, 26	--	0.00%
Perigon Wealth Management, LLC	10.85K	Jun 30, 26	--	0.00%
Disciplined Equity Management, Inc.	10.84K	Jun 30, 26	--	0.00%
CURIO WEALTH, LLC	10.76K	Jun 30, 26	-151	0.00%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	10.71K	Jun 30, 26	+24	0.00%
HANOVER ADVISORS INC	10.63K	Jun 30, 26	+200	0.00%
CX Institutional	10.59K	Jun 30, 26	+8.94K	0.00%
Stenger Family Office, LLC	10.28K	Jun 30, 26	+24	0.00%
MISSION WEALTH MANAGEMENT, LP	10.22K	Jun 30, 26	+2.49K	0.00%
AssuredPartners Investment Advisors, LLC	10.21K	Jun 30, 26	+1.75K	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	10.05K	Jun 30, 26	+150	0.00%
Delos Wealth Advisors, LLC	10.02K	Jun 30, 26	--	0.00%
Advisory Services Network, LLC	9.96K	Jun 30, 26	+705	0.00%
COGENT STRATEGIC WEALTH LLC	9.90K	Jun 30, 26	-89	0.00%
Belpointe Asset Management LLC	9.70K	Jun 30, 26	--	0.00%
Fortis Capital Advisors, LLC	9.70K	Jun 30, 26	--	0.00%
BROWN ADVISORY INC	9.52K	Jun 30, 26	+682	0.00%
55 North Private Wealth, LLC	9.08K	Jun 30, 26	+2.36K	0.00%
US BANCORP \DE\	9.03K	Jun 30, 26	-617	0.00%
Richard Young Associates, Ltd.	8.98K	Jun 30, 26	+21	0.00%
Zhang Financial LLC	8.98K	Jun 30, 26	+10	0.00%
Foundations Investment Advisors, LLC	8.95K	Jun 30, 26	+8.95K	0.00%
RHL GROUP, LLC	8.87K	Jun 30, 26	+1.67K	0.00%
Hilltop Holdings Inc.	8.83K	Jun 30, 26	+571	0.00%
Stratos Wealth Partners, LTD.	8.61K	Jun 30, 26	+8.61K	0.00%
Delap Wealth Advisory, LLC	8.24K	Jun 30, 26	+43	0.00%
Capstone Wealth Management, LLC	8.02K	Jun 30, 26	-49	0.00%
Squire Investment Management Company, LLC	7.93K	Jun 30, 26	--	0.00%
Clarity Capital Advisors, LLC	7.80K	Jun 30, 26	+18	0.00%
Tufton Capital Management	7.77K	Jun 30, 26	+1.00K	0.00%
Wedmont Private Capital	7.57K	Jun 30, 26	+7.57K	0.00%
NORTHERN TRUST CORP	7.56K	Jun 30, 26	+693	0.00%
DIXON FNANCIAL SERVICES, INC.	7.55K	Jun 30, 26	+1.97K	0.00%
HANCOCK WHITNEY CORP	7.48K	Jun 30, 26	--	0.00%
RESOLUTE WEALTH ADVISOR, INC.	7.29K	Jun 30, 26	--	0.00%
Avondale Wealth Management	7.26K	Jun 30, 26	-6.25K	0.00%
Oath Planning, LLC	7.12K	Jun 30, 26	--	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.07K	Jun 30, 26	+13	0.00%
CUTLER INVESTMENT COUNSEL LLC	7.03K	Jun 30, 26	+7.03K	0.00%
BESSEMER GROUP INC	6.84K	Jun 30, 26	+6.84K	0.00%
Coastal Bridge Advisors, LLC	6.79K	Jun 30, 26	+6.79K	0.00%
Aspire Private Capital, LLC	6.79K	Jun 30, 26	+98	0.00%
Bank of New York Mellon Corp	6.74K	Jun 30, 26	+292	0.00%
Facet Wealth, Inc.	6.73K	Jun 30, 26	+6.73K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	6.64K	Jun 30, 26	+288	0.00%
Altman Advisors, Inc.	6.63K	Jun 30, 26	+6.63K	0.00%
Equitable Holdings, Inc.	6.55K	Jun 30, 26	+6.55K	0.00%
Saxony Capital Management, LLC	6.50K	Jun 30, 26	-1.00K	0.00%
Thrive Wealth Management, LLC	6.47K	Jun 30, 26	--	0.00%
BlackRock, Inc.	6.44K	Jun 30, 26	+357	0.00%
Fundamentum, LLC	6.40K	Jun 30, 26	--	0.00%
Rossby Financial, LCC	6.37K	Jun 30, 26	+63	0.00%
Physician Wealth Solutions Inc.	6.24K	Jun 30, 26	--	0.00%
IFG Advisory, LLC	6.19K	Jun 30, 26	-213	0.00%
American Capital Advisory, LLC	6.06K	Jun 30, 26	-954	0.00%
Ausdal Financial Partners, Inc.	5.95K	Jun 30, 26	--	0.00%
MELFA WEALTH MANAGEMENT, LLC	5.70K	Jun 30, 26	--	0.00%
Pasadena Private Wealth, LLC	5.68K	Jun 30, 26	+3	0.00%
Ballentine Partners, LLC	5.67K	Jun 30, 26	+5.67K	0.00%
FMB WEALTH MANAGEMENT	5.66K	Jun 30, 26	-717	0.00%
ALLIANCEBERNSTEIN L.P.	5.63K	Jun 30, 26	+5.63K	0.00%
Pensionmark Financial Group, LLC	5.63K	Jun 30, 26	+5.63K	0.00%
Generations Wealth, LLC	5.61K	Jun 30, 26	+93	0.00%
Total Clarity Wealth Management, Inc.	5.47K	Jun 30, 26	--	0.00%
HOLLENCREST CAPITAL MANAGEMENT	5.45K	Jun 30, 26	--	0.00%
Advyzon Investment Management, LLC	5.41K	Jun 30, 26	-1.34K	0.00%
London & Capital Asset Management Ltd	5.38K	Jun 30, 26	+5.38K	0.00%
Pinnacle Bancorp, Inc.	5.32K	Jun 30, 26	-207	0.00%
Fisher Asset Management, LLC	5.26K	Jun 30, 26	+5.26K	0.00%
HighPoint Advisor Group LLC	5.16K	Jun 30, 26	+5.16K	0.00%
Focus Financial Network, Inc.	5.13K	Jun 30, 26	-68.64K	0.00%
MGO ONE SEVEN LLC	5.13K	Jun 30, 26	-1.00K	0.00%
BAKER BOYER NATIONAL BANK	5.13K	Jun 30, 26	+5.13K	0.00%
Elevated Financial Group LLC	5.00K	Jun 30, 26	-545	0.00%
Marks Group Wealth Management, Inc	4.96K	Jun 30, 26	+4.96K	0.00%
Berger Financial Group, Inc	4.95K	Jun 30, 26	+4.95K	0.00%
Cloud Capital Management, LLC	4.92K	Jun 30, 26	+4.92K	0.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.88K	Jun 30, 26	+4.88K	0.00%
Colonial Trust Co / SC	4.21K	Jun 30, 26	+4.21K	0.00%
MASECO LLP	3.88K	Jun 30, 26	-245	0.00%
Medallion Wealth Advisors, LLC	3.88K	Jun 30, 26	-2	0.00%
UMB Bank, n.a.	3.37K	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	3.24K	Jun 30, 26	--	0.00%
Tradewinds Capital Management, LLC	3.19K	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	3.17K	Jun 30, 26	--	0.00%
Ashton Thomas Private Wealth, LLC	2.88K	Jun 30, 26	--	0.00%
HM PAYSON & CO	2.60K	Jun 30, 26	--	0.00%
Seneschal Advisors, LLC	2.43K	Jun 30, 26	-57	0.00%
Highland Investment Advisors LLC	2.40K	Jun 30, 26	+2.40K	0.00%
Morse Asset Management, Inc	2.26K	Jun 30, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.23K	Jun 30, 26	--	0.00%
Wealth Enhancement Trust Services, Inc.	2.21K	Jun 30, 26	-460	0.00%
Robinswood Financial LLC	2.17K	Jun 30, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2.15K	Jun 30, 26	+1.26K	0.00%
Forum Finance Group S.A.	2.13K	Jun 30, 26	--	0.00%
Fortitude Family Office, LLC	2.00K	Jun 30, 26	--	0.00%
Millstone Evans Group, LLC	1.88K	Jun 30, 26	+76	0.00%
VANGUARD ADVISERS INC	1.76K	Jun 30, 26	--	0.00%
VSM Wealth Advisory, LLC	1.74K	Jun 30, 26	--	0.00%
Fairscale Capital, LLC	1.57K	Jun 30, 26	--	0.00%
Investors Portfolio Services LLC	1.57K	Jun 30, 26	--	0.00%
Rialto Wealth Management, LLC	1.54K	Jun 30, 26	-218	0.00%
Turtle Creek Wealth Advisors, LLC	1.51K	Jun 30, 26	--	0.00%
Topsail Wealth Management, LLC	1.49K	Jun 30, 26	+125	0.00%
Timmons Wealth Management, LLC	1.49K	Jun 30, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	1.25K	Jun 30, 26	-932	0.00%
Asset Dedication, LLC	1.20K	Jun 30, 26	+3	0.00%
Parallel Advisors, LLC	1.19K	Jun 30, 26	+764	0.00%
Pinnacle Wealth Planning Services, Inc.	1.03K	Jun 30, 26	+1.01K	0.00%
Oakworth Capital, Inc.	990	Jun 30, 26	+990	0.00%
Triumph Capital Management	977	Jun 30, 26	-596	0.00%
Capital Analysts, LLC	971	Jun 30, 26	+971	0.00%
Hurley Capital, LLC	968	Jun 30, 26	+2	0.00%
Concord Wealth Partners	922	Jun 30, 26	+922	0.00%
Strategic Wealth Partners, Ltd.	885	Jun 30, 26	+6	0.00%
Geneos Wealth Management Inc.	880	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	873	Jun 30, 26	+873	0.00%
AMERIFLEX GROUP, INC.	736	Jun 30, 26	+736	0.00%
Gleason Group, Inc.	689	Jun 30, 26	+689	0.00%
Smartleaf Asset Management LLC	589	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	582	Jun 30, 26	--	0.00%
Lodestone Wealth Management LLC	532	Jun 30, 26	--	0.00%
Montgomery Financial Services LLC	526	Jun 30, 26	+526	0.00%
Salomon & Ludwin, LLC	524	Jun 30, 26	--	0.00%
CAMBIENT FAMILY OFFICE, LLC	509	Jun 30, 26	+509	0.00%
Providence Capital Advisors, LLC	493	Jun 30, 26	--	0.00%
Synergy Investment Management, LLC	480	Jun 30, 26	+480	0.00%
Glassman Wealth Services	461	Jun 30, 26	--	0.00%
DecisionPoint Financial, LLC	430	Jun 30, 26	--	0.00%
Signature Resources Capital Management, LLC	412	Jun 30, 26	--	0.00%
TOUNJIAN ADVISORY PARTNERS, LLC	376	Jun 30, 26	+376	0.00%
Aptus Capital Advisors, LLC	358	Jun 30, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	296	Jun 30, 26	-300	0.00%
FAS Wealth Partners, Inc.	292	Jun 30, 26	+1	0.00%
Silver Grove Financial Group, Inc.	289	Jun 30, 26	-3.69K	0.00%
Kings Path Partners LLC	280	Jun 30, 26	--	0.00%
BFSG, LLC	257	Jun 30, 26	--	0.00%
West Financial Advisors, LLC	250	Jun 30, 26	--	0.00%
Versant Capital Management, Inc	241	Jun 30, 26	--	0.00%
Cranbrook Wealth Management, LLC	221	Jun 30, 26	+221	0.00%
Pacific Center for Financial Services	184	Jun 30, 26	--	0.00%
Larson Financial Group LLC	150	Jun 30, 26	--	0.00%
Horizon Investments, LLC	106	Jun 30, 26	-304	0.00%
SIMPLEX TRADING, LLC	98	Jun 30, 26	+98	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	79	Jun 30, 26	--	0.00%
Cape Investment Advisory, Inc.	62	Jun 30, 26	+62	0.00%
Integrity Financial Corp /WA	53	Jun 30, 26	--	0.00%
Abound Wealth Management	45	Jun 30, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	41	Jun 30, 26	--	0.00%
LAM GROUP, INC.	35	Jun 30, 26	-5	0.00%
Prudent Man Investment Management, Inc.	30	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	17	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	1	Jun 30, 26	-548	0.00%
GTS SECURITIES LLC	--	Jun 30, 26	-31.75K	--
Spire Wealth Management	--	Jun 30, 26	-1.65K	--
HRT FINANCIAL LP	--	Jun 30, 26	-12.26K	--
Measured Wealth Private Client Group, LLC	--	Jun 30, 26	-116	--
CONSILIO WEALTH ADVISORS, LLC	--	Jun 30, 26	-5.51K	--
SHP Wealth Management	--	Jun 30, 26	-424	--
Atomi Financial Group, Inc.	--	Jun 30, 26	-5.56K	--
GEN Financial Management, INC.	--	Jun 30, 26	-30.36K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-65	--
GUARDIAN WEALTH ADVISORS, LLC / NC	--	Jun 30, 26	-334	--
Broadhurst Jeffrey B	--	Jun 30, 26	-35.78K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-5.68K	--
Reyes Financial Architecture, Inc.	--	Jun 30, 26	-6.33K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-1	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-8.78K	--
Willis Johnson & Associates, Inc.	--	Jun 30, 26	-6.76K	--
Clarion Wealth Managment Partners, LLC	--	Jun 30, 26	-5.65K	--
Balance Wealth, LLC	--	Jun 30, 26	-45.62K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-22.46K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-10.66K	--
WealthShield Partners, LLC	--	Jun 30, 26	-3.82K	--
GK Wealth Management LLC	--	Jun 30, 26	-309.77K	--
MARSHALL INVESTMENT MANAGEMENT, LLC	--	Jun 30, 26	-574	--
Archer Investment Corp	--	Jun 30, 26	-1.21K	--
Wright Fund Management, LLC	--	Jun 30, 26	-299.35K	--
Selective Wealth Management, Inc.	--	Jun 30, 26	-5.42K	--
Golden State Equity Partners	--	Jun 30, 26	-35.49K	--
Team Financial Group, LLC	--	Jun 30, 26	-744	--
Ronald Blue Trust, Inc.	--	Jun 30, 26	-115.58K	--
XTX Topco Ltd	--	Jun 30, 26	-11.91K	--
MERCER GLOBAL ADVISORS INC /ADV	48.73M	Mar 31, 26	+3.94M	16.28%
Colony Group, LLC	20.39M	Mar 31, 26	+1.08M	6.81%
Forum Financial Management, LP	8.46M	Mar 31, 26	+441.97K	2.83%
Pure Financial Advisors, LLC	7.83M	Mar 31, 26	+275.62K	2.61%
Allworth Financial LP	4.47M	Mar 31, 26	+1.36M	1.49%
Apella Capital, LLC	3.89M	Mar 31, 26	+1.29M	1.30%
ENVESTNET ASSET MANAGEMENT INC	3.66M	Mar 31, 26	+587.75K	1.22%
Buckingham Strategic Partners	3.30M	Mar 31, 26	+509.58K	1.10%
Foster Group, Inc.	3.07M	Mar 31, 26	+99.30K	1.03%
BANK OF MONTREAL /CAN/	2.73M	Mar 31, 26	+138.84K	0.91%
Clearstead Advisors, LLC	2.72M	Mar 31, 26	+2.72M	0.91%
ALESCO ADVISORS LLC	2.63M	Mar 31, 26	+13.97K	0.88%
RW Investment Management LLC	2.59M	Mar 31, 26	+2.59M	0.86%
TCI Wealth Advisors, Inc.	2.52M	Mar 31, 26	+323.62K	0.84%
PARK AVENUE SECURITIES LLC	2.48M	Mar 31, 26	+193.89K	0.83%
Aprio Wealth Management, LLC	2.46M	Mar 31, 26	-5.98K	0.82%
Bouchey Financial Group Ltd	2.16M	Mar 31, 26	+17.25K	0.72%
UBS Group AG	2.15M	Mar 31, 26	+206.18K	0.72%
Beaird Harris Wealth Management, LLC	2.14M	Mar 31, 26	+90.92K	0.71%
HighTower Advisors, LLC	2.11M	Mar 31, 26	-229.44K	0.70%
FINANCIAL CONSULATE, INC	2.04M	Mar 31, 26	+50.53K	0.68%
HB Wealth Management, LLC	1.99M	Mar 31, 26	+159.06K	0.66%
Beacon Pointe Advisors, LLC	1.89M	Mar 31, 26	+307.66K	0.63%
RAYMOND JAMES FINANCIAL INC	1.66M	Mar 31, 26	-207.40K	0.56%
Planning Center, Inc.	1.65M	Mar 31, 26	+34.78K	0.55%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.55M	Mar 31, 26	-1.26M	0.52%
BANK OF AMERICA CORP /DE/	1.43M	Mar 31, 26	+87.51K	0.48%
SATOVSKY ASSET MANAGEMENT LLC	1.31M	Mar 31, 26	+39.51K	0.44%
Retirement Solution Inc.	1.31M	Mar 31, 26	+13.05K	0.44%
Vestmark Advisory Solutions, Inc.	1.31M	Mar 31, 26	+66.12K	0.44%
Symmetry Partners, LLC	1.29M	Mar 31, 26	+68.13K	0.43%
PHILLIPS FINANCIAL MANAGEMENT, LLC	1.25M	Mar 31, 26	-97.82K	0.42%
Safeguard Investment Advisory Group, LLC	1.23M	Mar 31, 26	-37.76K	0.41%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1.19M	Mar 31, 26	-5.69K	0.40%
Eqis Capital Management, Inc.	1.19M	Mar 31, 26	-194.35K	0.40%
Catalyst Capital Advisors LLC	1.17M	Mar 31, 26	+186.10K	0.39%
Millburn Ridgefield Corp	1.17M	Mar 31, 26	+186.10K	0.39%
Greenspring Advisors, LLC	1.15M	Mar 31, 26	+36.22K	0.38%
HARBOUR INVESTMENTS, INC.	1.10M	Mar 31, 26	+488.51K	0.37%
Chicago Partners Investment Group LLC	1.09M	Mar 31, 26	+27.12K	0.37%
FULTON BANK, N.A.	1.08M	Mar 31, 26	+43.39K	0.36%
Vise Technologies, Inc.	1.03M	Mar 31, 26	--	0.34%
EXENCIAL WEALTH ADVISORS, LLC	1.01M	Mar 31, 26	+193.14K	0.34%
FORVIS Wealth Advisors, LLC	976.05K	Mar 31, 26	-36.72K	0.33%
Bridgewater Advisors Inc.	967.30K	Mar 31, 26	+54.98K	0.32%
Resources Investment Advisors, LLC.	919.94K	Mar 31, 26	-22.89K	0.31%
Baird Financial Group, Inc.	835.00K	Mar 31, 26	+29.54K	0.28%
Sequoia Financial Advisors, LLC	820.35K	Mar 31, 26	-33.02K	0.27%
GeoWealth Management, LLC	761.44K	Mar 31, 26	+27.48K	0.25%
AE Wealth Management LLC	744.85K	Mar 31, 26	+39.75K	0.25%
Efficient Advisors, LLC	715.58K	Mar 31, 26	-414.46K	0.24%
SAX WEALTH ADVISORS, LLC	706.91K	Mar 31, 26	-2.29K	0.24%
LIBERTY WEALTH MANAGEMENT LLC	701.17K	Mar 31, 26	+3.58K	0.23%
LVZ, Inc.	687.26K	Mar 31, 26	-1.13M	0.23%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	678.28K	Mar 31, 26	+8.62K	0.23%
Arlington Financial Advisors, LLC	672.97K	Mar 31, 26	+70.75K	0.22%
COMMONWEALTH EQUITY SERVICES, LLC	654.86K	Mar 31, 26	+17.04K	0.22%
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	642.12K	Mar 31, 26	+26.08K	0.21%
JPMORGAN CHASE & CO	642.11K	Mar 31, 26	+141.93K	0.21%
Savant Capital, LLC	634.96K	Mar 31, 26	-386.44K	0.21%
CVA Family Office, LLC	633.99K	Mar 31, 26	+112.50K	0.21%
LPL Financial LLC	613.66K	Mar 31, 26	-2.04K	0.20%
Lutz Financial Services LLC	578.16K	Mar 31, 26	+15.79K	0.19%
WCG Wealth Advisors LLC	548.67K	Mar 31, 26	+25.35K	0.18%
G2 CAPITAL MANAGEMENT, LLC / OH	545.53K	Mar 31, 26	+8.03K	0.18%
Premier Financial Group	544.51K	Mar 31, 26	+20.53K	0.18%
Opus Capital Group, LLC	539.41K	Mar 31, 26	+4.20K	0.18%
Integrated Wealth Concepts LLC	531.56K	Mar 31, 26	+145.14K	0.18%
Midwest Heritage Bank, FSB	527.82K	Mar 31, 26	+39.43K	0.18%
NewEdge Advisors, LLC	480.08K	Mar 31, 26	-50.70K	0.16%
INTREPID CAPITAL MANAGEMENT INC	471.20K	Mar 31, 26	+9.13K	0.16%
STIFEL FINANCIAL CORP	457.07K	Mar 31, 26	-11.46K	0.15%
Syverson Strege & Co	455.69K	Mar 31, 26	+12.68K	0.15%
HUTCHINSON CAPITAL MANAGEMENT/CA	448.33K	Mar 31, 26	+776	0.15%
ADVISOR GROUP HOLDINGS, INC.	430.94K	Mar 31, 26	-147.76K	0.14%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	427.84K	Mar 31, 26	+19.69K	0.14%
Level Financial Advisors, Inc.	419.39K	Mar 31, 26	+13.98K	0.14%
ROYAL BANK OF CANADA	403.50K	Mar 31, 26	-55.53K	0.13%
PINNACLE ASSOCIATES LTD	395.58K	Mar 31, 26	-1.91K	0.13%
Pinnacle Wealth Management Advisory Group, LLC	395.58K	Mar 31, 26	-1.91K	0.13%
Austin Asset Management Co Inc	385.86K	Mar 31, 26	+13.03K	0.13%
Gemmer Asset Management LLC	358.00K	Mar 31, 26	+7.69K	0.12%
Applied Capital LLC	351.63K	Mar 31, 26	+14.09K	0.12%
Cambridge Investment Research Advisors, Inc.	346.26K	Mar 31, 26	+207.45K	0.12%
Cerity Partners LLC	343.96K	Mar 31, 26	+325.58K	0.11%
MONETA GROUP INVESTMENT ADVISORS LLC	333.17K	Mar 31, 26	+5.66K	0.11%
CLARIS ADVISORS, LLC / MO /	329.33K	Mar 31, 26	+7.13K	0.11%
M Holdings Securities, Inc.	301.92K	Mar 31, 26	+2.15K	0.10%
Wright Fund Management, LLC	299.35K	Mar 31, 26	+299.35K	0.10%
UBS ASSET MANAGEMENT AMERICAS INC	287.88K	Mar 31, 26	+287.88K	0.10%
RAFFA WEALTH MANAGEMENT, LLC	285.58K	Mar 31, 26	+12.28K	0.10%
RFG Advisory, LLC	284.99K	Mar 31, 26	-52.71K	0.10%
Invst, LLC	279.57K	Mar 31, 26	-1.46K	0.09%
Arkadios Wealth Advisors	269.07K	Mar 31, 26	-9.20K	0.09%
MML INVESTORS SERVICES, LLC	258.22K	Mar 31, 26	+33.58K	0.09%
Financial Engines Advisors L.L.C.	256.84K	Mar 31, 26	-4.58K	0.09%
VANCE WEALTH, INC.	256.47K	Mar 31, 26	+6.21K	0.09%
AdvisorNet Financial, Inc	251.92K	Mar 31, 26	+17.16K	0.08%
WESCAP Management Group, Inc.	246.40K	Mar 31, 26	+16.84K	0.08%
WorthPointe, LLC	245.52K	Mar 31, 26	+96.62K	0.08%
Index Fund Advisors, Inc.	244.82K	Mar 31, 26	+126.68K	0.08%
Dynamic Advisor Solutions LLC	241.81K	Mar 31, 26	+5.64K	0.08%
Kestra Advisory Services, LLC	231.44K	Mar 31, 26	+29.55K	0.08%
Miracle Mile Advisors, LLC	229.56K	Mar 31, 26	+23.21K	0.08%
FIDUCIARY FINANCIAL GROUP, LLC	224.60K	Mar 31, 26	-15.40K	0.08%
Betterment LLC	224.36K	Mar 31, 26	+12.95K	0.07%
CARDIFF PARK ADVISORS, LLC	221.81K	Mar 31, 26	+15	0.07%
Crown Wealth Group, LLC	211.24K	Mar 31, 26	-4.34K	0.07%
Archford Capital Strategies, LLC	209.99K	Mar 31, 26	-17.19K	0.07%
Quantinno Capital Management LP	208.42K	Mar 31, 26	+29.61K	0.07%
Shore Point Advisors, LLC	200.40K	Mar 31, 26	+8.11K	0.07%
Private Advisor Group, LLC	195.46K	Mar 31, 26	+30.96K	0.07%
Security Financial Services, INC.	194.94K	Mar 31, 26	+3.36K	0.07%
Disciplined Investments, LLC	191.63K	Mar 31, 26	+26.24K	0.06%
REDW Wealth LLC	186.62K	Mar 31, 26	-57.27K	0.06%
Ullmann Wealth Partners Group, LLC	181.20K	Mar 31, 26	-94.59K	0.06%
Waycross Investment Management Co	180.48K	Mar 31, 26	-11.13K	0.06%
Cartesian Growth Corp	176.30K	Mar 31, 26	-861.10K	0.06%
Tortoise Investment Management, LLC	172.15K	Mar 31, 26	+35.39K	0.06%
Rockefeller Capital Management L.P.	168.60K	Mar 31, 26	+5.09K	0.06%
Helen Stephens Group, LLC	157.69K	Mar 31, 26	+42.14K	0.05%
Financial Connections Group, Inc.	150.50K	Mar 31, 26	+17.29K	0.05%
JONES FINANCIAL COMPANIES LLLP	149.47K	Mar 31, 26	+41.20K	0.05%
JACKSON THORNTON ASSET MANAGEMENT, LLC	148.89K	Mar 31, 26	+49.97K	0.05%
Acorn Wealth Advisors, LLC	145.93K	Mar 31, 26	+28.76K	0.05%
Layline Advisors, LLC	143.41K	Mar 31, 26	+143.41K	0.05%
Waterfront Wealth Inc.	142.36K	Mar 31, 26	+38.28K	0.05%
Schubert & Co	135.08K	Mar 31, 26	+20.14K	0.05%
BetterWealth, LLC	128.95K	Mar 31, 26	-4.58K	0.04%
CreativeOne Wealth, LLC	128.83K	Mar 31, 26	-2.49K	0.04%
Cherry Tree Wealth Management, LLC	123.94K	Mar 31, 26	+4.36K	0.04%
Creative Planning	123.72K	Mar 31, 26	+46.57K	0.04%
NORTHWEST WEALTH MANAGEMENT, LLC	116.67K	Mar 31, 26	+26.81K	0.04%
Ronald Blue Trust, Inc.	115.58K	Mar 31, 26	+3.78K	0.04%
L & S Advisors Inc	114.92K	Mar 31, 26	+961	0.04%
Capital Investment Advisory Services, LLC	114.27K	Mar 31, 26	+3.26K	0.04%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	111.01K	Mar 31, 26	+4.06K	0.04%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	109.84K	Mar 31, 26	+2.80K	0.04%
PFG Advisors	109.27K	Mar 31, 26	+7.67K	0.04%
EverSource Wealth Advisors, LLC	106.98K	Mar 31, 26	-162.69K	0.04%
Bryant Woods Investment Advisors, LLC	103.44K	Mar 31, 26	+14.36K	0.03%
City State Bank	103.29K	Mar 31, 26	+25.45K	0.03%
TRANSCEND CAPITAL ADVISORS, LLC	103.08K	Mar 31, 26	+1.11K	0.03%
AQR CAPITAL MANAGEMENT LLC	101.87K	Mar 31, 26	+21.82K	0.03%
MORGAN STANLEY	98.32K	Mar 31, 26	-5.21K	0.03%
Evanson Asset Management, LLC	96.67K	Mar 31, 26	+7.86K	0.03%
DOPKINS WEALTH MANAGEMENT, LLC	93.53K	Mar 31, 26	+5.48K	0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	93.41K	Mar 31, 26	+23.60K	0.03%
Intelligence Driven Advisers, LLC	86.63K	Mar 31, 26	-5.57K	0.03%
Summit Wealth Group, LLC	86.33K	Mar 31, 26	+3.41K	0.03%
Caprock Group, LLC	84.91K	Mar 31, 26	+89	0.03%
XY Planning Network, Inc.	81.28K	Mar 31, 26	+4.26K	0.03%
CAPTRUST FINANCIAL ADVISORS	79.89K	Mar 31, 26	-13.57K	0.03%
Investmark Advisory Group LLC	75.89K	Mar 31, 26	-262	0.03%
Wealthspire Advisors, LLC	75.87K	Mar 31, 26	-18.67K	0.03%
SIGNATUREFD, LLC	75.28K	Mar 31, 26	+56.42K	0.03%
BKA Wealth Consulting, Inc.	74.62K	Mar 31, 26	+23	0.02%
NWAM LLC	70.84K	Mar 31, 26	+3.36K	0.02%
TRUIST FINANCIAL CORP	68.89K	Mar 31, 26	-9.78K	0.02%
Clear Creek Financial Management, LLC	67.89K	Mar 31, 26	+8.76K	0.02%
CITIGROUP INC	66.67K	Mar 31, 26	+16.89K	0.02%
Atria Investments, Inc	62.81K	Mar 31, 26	+62.81K	0.02%
First Heartland Consultants, Inc.	62.63K	Mar 31, 26	+62.63K	0.02%
Washington Trust Advisors, Inc.	61.17K	Mar 31, 26	-1.36K	0.02%
CHOREO, LLC	60.33K	Mar 31, 26	+52.60K	0.02%
GREAT VALLEY ADVISOR GROUP, INC.	59.31K	Mar 31, 26	+11.26K	0.02%
Qube Research & Technologies Ltd	59.23K	Mar 31, 26	-43.72K	0.02%
Dorsey & Whitney Trust CO LLC	57.67K	Mar 31, 26	+13.22K	0.02%
Simplicity Wealth,LLC	57.47K	Mar 31, 26	-8.34K	0.02%
FIRETHORN WEALTH PARTNERS, LLC	57.08K	Mar 31, 26	-773	0.02%
KEB ASSET MANAGEMENT, LLC	56.36K	Mar 31, 26	-3.69K	0.02%
CHERRYDALE WEALTH MANAGEMENT, LLC	55.19K	Mar 31, 26	+141	0.02%
Merit Financial Group, LLC	53.97K	Mar 31, 26	+47.13K	0.02%
MSA Advisors, LLC	53.73K	Mar 31, 26	+53.73K	0.02%
Brookstone Capital Management	52.76K	Mar 31, 26	+19.26K	0.02%
Beacon Financial Advisory LLC	50.55K	Mar 31, 26	+352	0.02%
SageView Advisory Group, LLC	49.88K	Mar 31, 26	-2.33K	0.02%
MATTERN CAPITAL MANAGEMENT, LLC	49.59K	Mar 31, 26	+16.34K	0.02%
Accretive Wealth Partners, LLC	46.16K	Mar 31, 26	+46.16K	0.02%
EP Wealth Advisors, LLC	44.38K	Mar 31, 26	+102	0.01%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	44.16K	Mar 31, 26	+2.35K	0.01%
Rehmann Capital Advisory Group	39.83K	Mar 31, 26	-967	0.01%
Inspire Advisors, LLC	38.83K	Mar 31, 26	+38.83K	0.01%
SEI INVESTMENTS CO	36.93K	Mar 31, 26	+10.81K	0.01%
Golden State Equity Partners	35.49K	Mar 31, 26	+10.50K	0.01%
Samalin Investment Counsel, LLC	33.46K	Mar 31, 26	+2.68K	0.01%
GTS SECURITIES LLC	31.75K	Mar 31, 26	+31.75K	0.01%
Canvas Wealth Advisors, LLC	30.98K	Mar 31, 26	+30.98K	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	29.89K	Mar 31, 26	+508	0.01%
SRS Capital Advisors, Inc.	29.66K	Mar 31, 26	+5.00K	0.01%
BRIGHTON JONES LLC	28.79K	Mar 31, 26	+28.79K	0.01%
TCFG WEALTH MANAGEMENT, LLC	24.58K	Mar 31, 26	-572	0.01%
WEALTHSPAN PARTNERS, LLC	22.58K	Mar 31, 26	-803	0.01%
Modera Wealth Management, LLC	22.51K	Mar 31, 26	-58	0.01%
Tower Research Capital LLC (TRC)	22.46K	Mar 31, 26	+21.32K	0.01%
Glassy Mountain Advisors, Inc.	22.29K	Mar 31, 26	+953	0.01%
Herold Advisors, Inc.	21.93K	Mar 31, 26	+212	0.01%
Hardy Reed LLC	21.76K	Mar 31, 26	+10.03K	0.01%
Kingsview Wealth Management, LLC	21.33K	Mar 31, 26	-1.57K	0.01%
Mattern Wealth Management LLC	21.09K	Mar 31, 26	-18.59K	0.01%
Oder Investment Management, LLC	20.52K	Mar 31, 26	+3.48K	0.01%
tru Independence LLC	19.89K	Mar 31, 26	-6.41K	0.01%
Summit Financial, LLC	19.25K	Mar 31, 26	+8.45K	0.01%
Hutchens & Kramer Investment Management Group, LLC	19.02K	Mar 31, 26	+4.66K	0.01%
SC&H Financial Advisors, Inc.	18.73K	Mar 31, 26	-637	0.01%
Gibraltar Capital Management, Inc.	18.68K	Mar 31, 26	+100	0.01%
ASPIRIANT, LLC	17.30K	Mar 31, 26	--	0.01%
Lauterbach Financial Advisors, LLC	16.96K	Mar 31, 26	+3.78K	0.01%
BIP Wealth, LLC	16.87K	Mar 31, 26	-6.48K	0.01%
Steward Partners Investment Advisory, LLC	16.63K	Mar 31, 26	-1.23K	0.01%
Shearwater Capital LLC	16.57K	Mar 31, 26	--	0.01%
Freedom Day Solutions, LLC	16.21K	Mar 31, 26	+16.21K	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16.18K	Mar 31, 26	+1.89K	0.01%
Prime Capital Investment Advisors, LLC	16.12K	Mar 31, 26	+428	0.01%
Csenge Advisory Group	15.59K	Mar 31, 26	-870	0.01%
FMR LLC	15.05K	Mar 31, 26	+11.12K	0.01%
Cetera Investment Advisers	14.99K	Mar 31, 26	-59	0.01%
Stewardship Advisors, LLC	14.89K	Mar 31, 26	+139	0.00%
Bedel Financial Consulting, Inc.	14.82K	Mar 31, 26	+9.15K	0.00%
Heritage Investment Group, Inc.	14.79K	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	14.68K	Mar 31, 26	+976	0.00%
Nova R Wealth, Inc.	14.57K	Mar 31, 26	+37	0.00%
CARY STREET PARTNERS FINANCIAL LLC	14.57K	Mar 31, 26	-1.86K	0.00%
IFP Advisors, Inc	13.83K	Mar 31, 26	--	0.00%
Avondale Wealth Management	13.51K	Mar 31, 26	+3.59K	0.00%
AWM CAPITAL, LLC	13.46K	Mar 31, 26	+35	0.00%
Fortis Capital Management LLC	13.42K	Mar 31, 26	--	0.00%
Unison Advisors LLC	13.34K	Mar 31, 26	+35	0.00%
Plancorp, LLC	13.00K	Mar 31, 26	+2.73K	0.00%
Global Trust Asset Management, LLC	12.72K	Mar 31, 26	--	0.00%
HRT FINANCIAL LP	12.26K	Mar 31, 26	+12.26K	0.00%
FIFTH THIRD BANCORP	12.05K	Mar 31, 26	+12.05K	0.00%
Quad-Cities Investment Group, LLC	12.01K	Mar 31, 26	+1.29K	0.00%
XTX Topco Ltd	11.91K	Mar 31, 26	+6.05K	0.00%
AlphaCore Capital LLC	11.60K	Mar 31, 26	-100	0.00%
Badgley Phelps Wealth Managers, LLC	11.51K	Mar 31, 26	--	0.00%
ANGELES WEALTH MANAGEMENT, LLC	11.48K	Mar 31, 26	--	0.00%
Nalls Sherbakoff Group, LLC	11.28K	Mar 31, 26	--	0.00%
Rockbridge Investment Management, LCC	10.86K	Mar 31, 26	--	0.00%
Perigon Wealth Management, LLC	10.85K	Mar 31, 26	--	0.00%
Disciplined Equity Management, Inc.	10.84K	Mar 31, 26	--	0.00%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	10.69K	Mar 31, 26	-892	0.00%
SEGALL BRYANT & HAMILL, LLC	10.66K	Mar 31, 26	+10.66K	0.00%
Accurate Wealth Management, LLC	10.56K	Mar 31, 26	+10.56K	0.00%
HANOVER ADVISORS INC	10.43K	Mar 31, 26	--	0.00%
Delos Wealth Advisors, LLC	10.02K	Mar 31, 26	+10.02K	0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	9.90K	Mar 31, 26	-1.55K	0.00%
Belpointe Asset Management LLC	9.70K	Mar 31, 26	-2.71K	0.00%
US BANCORP \DE\	9.64K	Mar 31, 26	+62	0.00%
Advisory Services Network, LLC	9.25K	Mar 31, 26	-119	0.00%
IHT Wealth Management, LLC	9.23K	Mar 31, 26	+9.23K	0.00%
Zhang Financial LLC	8.97K	Mar 31, 26	-5.75K	0.00%
BROWN ADVISORY INC	8.83K	Mar 31, 26	--	0.00%
JANE STREET GROUP, LLC	8.78K	Mar 31, 26	+8.78K	0.00%
SIGNET FINANCIAL MANAGEMENT, LLC	8.32K	Mar 31, 26	-1.04K	0.00%
Hilltop Holdings Inc.	8.26K	Mar 31, 26	+470	0.00%
Delap Wealth Advisory, LLC	8.19K	Mar 31, 26	+634	0.00%
MISSION WEALTH MANAGEMENT, LP	7.73K	Mar 31, 26	--	0.00%
Saxony Capital Management, LLC	7.50K	Mar 31, 26	--	0.00%
HANCOCK WHITNEY CORP	7.48K	Mar 31, 26	--	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	7.45K	Mar 31, 26	+211	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	7.05K	Mar 31, 26	+678	0.00%
NORTHERN TRUST CORP	6.87K	Mar 31, 26	+462	0.00%
Tufton Capital Management	6.76K	Mar 31, 26	+6.76K	0.00%
Willis Johnson & Associates, Inc.	6.76K	Mar 31, 26	-4	0.00%
Aspire Private Capital, LLC	6.69K	Mar 31, 26	-193	0.00%
Thrive Wealth Management, LLC	6.47K	Mar 31, 26	+6.47K	0.00%
Bank of New York Mellon Corp	6.44K	Mar 31, 26	+6.44K	0.00%
IFG Advisory, LLC	6.41K	Mar 31, 26	+6.41K	0.00%
Fundamentum, LLC	6.40K	Mar 31, 26	-5.77K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	6.35K	Mar 31, 26	-2.99K	0.00%
MGO ONE SEVEN LLC	6.13K	Mar 31, 26	-16.47K	0.00%
Ausdal Financial Partners, Inc.	5.95K	Mar 31, 26	--	0.00%
GOLDMAN SACHS GROUP INC	5.91K	Mar 31, 26	+5.91K	0.00%
Ameritas Advisory Services, LLC	5.68K	Mar 31, 26	-1.82K	0.00%
Pasadena Private Wealth, LLC	5.67K	Mar 31, 26	+5.67K	0.00%
DIXON FNANCIAL SERVICES, INC.	5.57K	Mar 31, 26	+182	0.00%
Pinnacle Bancorp, Inc.	5.52K	Mar 31, 26	-23	0.00%
CONSILIO WEALTH ADVISORS, LLC	5.51K	Mar 31, 26	+5.51K	0.00%
Total Clarity Wealth Management, Inc.	5.47K	Mar 31, 26	+70	0.00%
HOLLENCREST CAPITAL MANAGEMENT	5.45K	Mar 31, 26	--	0.00%
Selective Wealth Management, Inc.	5.42K	Mar 31, 26	+5.42K	0.00%
CWM, LLC	3.90K	Mar 31, 26	-45.83K	0.00%
WealthShield Partners, LLC	3.82K	Mar 31, 26	+10	0.00%
ASSETMARK, INC	3.42K	Mar 31, 26	+3.20K	0.00%
UMB Bank, n.a.	3.37K	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	3.24K	Mar 31, 26	+3.24K	0.00%
Tradewinds Capital Management, LLC	3.19K	Mar 31, 26	--	0.00%
SJS Investment Consulting Inc.	3.17K	Mar 31, 26	+322	0.00%
HM PAYSON & CO	2.60K	Mar 31, 26	--	0.00%
Morse Asset Management, Inc	2.26K	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	2.23K	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	2.18K	Mar 31, 26	+1.75K	0.00%
MAI Capital Management	1.87K	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	1.76K	Mar 31, 26	+1.76K	0.00%
Spire Wealth Management	1.65K	Mar 31, 26	-12.15K	0.00%
CX Institutional	1.64K	Mar 31, 26	+5	0.00%
Triumph Capital Management	1.57K	Mar 31, 26	+4	0.00%
Archer Investment Corp	1.21K	Mar 31, 26	+1.21K	0.00%
Asset Dedication, LLC	1.20K	Mar 31, 26	+3	0.00%
Hurley Capital, LLC	966	Mar 31, 26	+966	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	883	Mar 31, 26	+428	0.00%
Geneos Wealth Management Inc.	880	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	879	Mar 31, 26	+9	0.00%
Team Financial Group, LLC	744	Mar 31, 26	--	0.00%
1620 INVESTMENT ADVISORS, INC.	596	Mar 31, 26	+300	0.00%
ROTHSCHILD INVESTMENT LLC	582	Mar 31, 26	-532	0.00%
CoreCap Advisors, LLC	549	Mar 31, 26	+548	0.00%
Salomon & Ludwin, LLC	524	Mar 31, 26	--	0.00%
Providence Capital Advisors, LLC	493	Mar 31, 26	--	0.00%
Glassman Wealth Services	461	Mar 31, 26	--	0.00%
DecisionPoint Financial, LLC	430	Mar 31, 26	--	0.00%
SHP Wealth Management	424	Mar 31, 26	+424	0.00%
Parallel Advisors, LLC	423	Mar 31, 26	--	0.00%
Horizon Investments, LLC	410	Mar 31, 26	+205	0.00%
Aptus Capital Advisors, LLC	358	Mar 31, 26	--	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	334	Mar 31, 26	+334	0.00%
FAS Wealth Partners, Inc.	291	Mar 31, 26	--	0.00%
BFSG, LLC	257	Mar 31, 26	--	0.00%
West Financial Advisors, LLC	250	Mar 31, 26	--	0.00%
Versant Capital Management, Inc	241	Mar 31, 26	--	0.00%
Pacific Center for Financial Services	184	Mar 31, 26	+184	0.00%
Larson Financial Group LLC	150	Mar 31, 26	--	0.00%
Measured Wealth Private Client Group, LLC	116	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	79	Mar 31, 26	--	0.00%
Integrity Financial Corp /WA	53	Mar 31, 26	--	0.00%
MANNING & NAPIER ADVISORS LLC	41	Mar 31, 26	--	0.00%
Pinnacle Wealth Planning Services, Inc.	24	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	1	Mar 31, 26	+1	0.00%
Wealthcare Advisory Partners LLC	--	Mar 31, 26	-46.59K	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-26.90K	--
First Command Advisory Services, Inc.	--	Mar 31, 26	-2.35K	--
Westwood Wealth Management	--	Mar 31, 26	-18.14K	--
TUCKER ASSET MANAGEMENT LLC	--	Mar 31, 26	-290	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-14	--
Stratos Wealth Partners, LTD.	--	Mar 31, 26	-6.39K	--
Altman Advisors, Inc.	--	Mar 31, 26	-21.29K	--
CGN Advisors LLC	--	Mar 31, 26	-12.60K	--
Integrated Advisors Network LLC	--	Mar 31, 26	-27.56K	--
FIRST AMERICAN TRUST, FSB	--	Mar 31, 26	-8.29K	--
AXXCESS WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-136.77K	--
Capital Planning Advisors, LLC	--	Mar 31, 26	-8.21K	--
Quent Capital, LLC	--	Mar 31, 26	-430	--
Clarius Group, LLC	1.32M	Dec 31, 25	+21.45K	0.44%
Grunden Financial Advisory, Inc.	986.71K	Dec 31, 25	+16.44K	0.33%
Edge Financial Advisors LLC	265.61K	Dec 31, 25	+11.94K	0.09%
Austin Private Wealth, LLC	87.01K	Dec 31, 25	+3.34K	0.03%
O'Brien Wealth Partners LLC	13.26K	Dec 31, 25	+13.26K	0.00%
COMERICA BANK	12.01K	Dec 31, 25	+2.06K	0.00%
CIBC Private Wealth Group, LLC	4.49K	Dec 31, 25	+25	0.00%
Wealthstream Advisors, Inc.	1.10M	Sep 30, 25	+40.32K	0.37%
PBMares Wealth Management LLC	663.15K	Sep 30, 25	+76.71K	0.22%
Fortress Wealth Management, Inc.	481.90K	Sep 30, 25	+8.26K	0.16%
ASSET PLANNING CORPORATION	476.75K	Sep 30, 25	+12.12K	0.16%
Binnacle Investments Inc	247.42K	Sep 30, 25	+8.77K	0.08%
Full Sail Capital, LLC	16.26K	Sep 30, 25	+16.26K	0.01%
Moloney Securities Asset Management, LLC	10.43K	Sep 30, 25	-1.45K	0.00%
Lowe Wealth Advisors, LLC	1.78K	Sep 30, 25	--	0.00%
Blue Oak Capital, LLC	204.36K	Jun 30, 25	-20.73K	0.07%
Good Life Advisors, LLC	67.74K	Jun 30, 25	+1.56K	0.02%
Atria Wealth Solutions, Inc.	29.60K	Jun 30, 25	+2.08K	0.01%
Benchmark Wealth Management, LLC	27.37K	Jun 30, 25	+6.44K	0.01%
Congress Wealth Management LLC / DE /	24.58K	Jun 30, 25	+1.23K	0.01%
Christopher J. Hasenberg, Inc	22.54K	Jun 30, 25	-844.19K	0.01%
Martin Worley Group	16.97K	Jun 30, 25	-310	0.01%
AVANTAX ADVISORY SERVICES, INC.	15.83K	Jun 30, 25	+2	0.01%
Iron Horse Wealth Management, LLC	63	Jun 30, 25	--	0.00%
BLACK POINT WEALTH MANAGEMENT	--	Jun 30, 25	-11.76K	--
Capital A Wealth Management, LLC	--	Jun 30, 25	-29	--
Vista Wealth Management Group, LLC	7.05M	Mar 31, 25	+141.16K	2.35%
Aveo Capital Partners, LLC	358.46K	Mar 31, 25	+20.00K	0.12%
Orion Portfolio Solutions, LLC	55.44K	Mar 31, 25	+18.81K	0.02%
Delta Financial Group, Inc.	7.97K	Mar 31, 25	--	0.00%
Sabal Trust CO	6.13K	Mar 31, 25	+6.13K	0.00%
Centered Wealth LLC dba Miller Equity Capital Advisors	--	Mar 31, 25	-15.76K	--
Merriman Wealth Management, LLC	8.15M	Dec 31, 24	-191.90K	2.72%
Carlson Capital Management	74.31K	Dec 31, 24	-6.42K	0.02%
Peninsula Wealth, LLC	37.15K	Dec 31, 24	+615	0.01%
Householder Group Estate & Retirement Specialist, LLC	349	Dec 31, 24	+349	0.00%
Raymond James Financial Services Advisors, Inc.	1.15M	Sep 30, 24	+71.49K	0.38%
RAYMOND JAMES & ASSOCIATES	424.35K	Sep 30, 24	+110.69K	0.14%
Waypoint Capital Advisors, LLC	216.86K	Sep 30, 24	-65.64K	0.07%
Annapolis Financial Services, LLC	21.46K	Sep 30, 24	-968	0.01%
Kingfisher Capital LLC	21.35K	Sep 30, 24	+8.60K	0.01%
RAYMOND JAMES TRUST N.A.	13.48K	Sep 30, 24	+2.51K	0.00%
Aspire Wealth Management Corp	6.93K	Sep 30, 24	+67	0.00%
BUCKINGHAM STRATEGIC WEALTH, LLC	2.10M	Jun 30, 24	+238.83K	0.70%
WALDEN WEALTH PARTNERS LLC	174.40K	Jun 30, 24	+1.72K	0.06%
KARPAS STRATEGIES, LLC	98.38K	Jun 30, 24	+28.00K	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	182	Jun 30, 24	+182	0.00%
Paragon Wealth Strategies, LLC	1.07M	Dec 31, 23	+1.07M	0.36%
Landmark Financial Advisors, LLC	158.63K	Dec 31, 23	+9.75K	0.05%
WEALTHSOURCE PARTNERS, LLC	75.65K	Dec 31, 23	-1.48K	0.03%
3D/L Capital Management, LLC	1.19M	Sep 30, 23	-87.27K	0.40%
PATHSTONE FAMILY OFFICE, LLC	1.12M	Sep 30, 23	-1.20M	0.38%
TRIAD FINANCIAL ADVISORS, INC.	511.06K	Sep 30, 23	+164.22K	0.17%
Steward Financial Group LLC	141.98K	Sep 30, 23	+42.82K	0.05%
Column Capital Advisors, LLC	1.47K	Sep 30, 23	+470	0.00%
Quantitative Advantage, LLC	2.04M	Mar 31, 23	+2.04M	0.68%
Laurel Wealth Advisors, Inc.	119.22K	Dec 31, 22	+119.22K	0.04%
Align Wealth Management, LLC	57.93K	Dec 31, 22	+57.93K	0.02%
Sanford Advisory Services, LLC	41.81K	Dec 31, 22	+41.81K	0.01%
Equius Partners, Inc.	30.85K	Dec 31, 22	+8.42K	0.01%
Burleson & Company, LLC	2.58K	Dec 31, 22	+578	0.00%
DOWLING & YAHNKE LLC	161.01K	Sep 30, 22	+161.01K	0.05%
BALASA DINVERNO & FOLTZ LLC	34.28K	Sep 30, 22	+34.28K	0.01%
WIPFLI FINANCIAL ADVISORS LLC,	2.08K	Sep 30, 22	+2.08K	0.00%

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Holder

Date

Change

% Held

MERCER GLOBAL ADVISORS INC /ADV

51.66M

Jun 30, 26

+2.92M

17.26%

Colony Group, LLC

21.47M

Jun 30, 26

+1.08M

7.17%

Forum Financial Management, LP

8.67M

Jun 30, 26

+209.81K

2.90%

Pure Financial Advisors, LLC

8.26M

Jun 30, 26

+430.88K

2.76%

Apella Capital, LLC

4.12M

Jun 30, 26

+231.46K

1.38%

ENVESTNET ASSET MANAGEMENT INC

4.10M

Jun 30, 26

+447.11K

1.37%

Buckingham Strategic Partners

3.85M

Jun 30, 26

+550.49K

1.29%

Allworth Financial LP

3.61M

Jun 30, 26

-853.51K

1.21%

TCI Wealth Advisors, Inc.

3.35M

Jun 30, 26

+837.79K

1.12%

Foster Group, Inc.

3.14M

Jun 30, 26

+71.41K

1.05%

ASSETMARK, INC

3.08M

Jun 30, 26

+3.08M

1.03%

Petersen Hastings Wealth Advisors Inc.

3.01M

Jun 30, 26

+53.92K

1.01%

BANK OF MONTREAL /CAN/

2.87M

Jun 30, 26

+138.18K

0.96%

CI Private Wealth, LLC

2.83M

Jun 30, 26

-922.23K

0.95%

ALESCO ADVISORS LLC

2.67M

Jun 30, 26

+38.18K

0.89%

PARK AVENUE SECURITIES LLC

2.65M

Jun 30, 26

+167.88K

0.88%

RW Investment Management LLC

2.64M

Jun 30, 26

+56.41K

0.88%

Aprio Wealth Management, LLC

2.35M

Jun 30, 26

-101.85K

0.79%

HB Wealth Management, LLC

2.23M

Jun 30, 26

+240.19K

0.74%

FINANCIAL CONSULATE, INC

2.11M

Jun 30, 26

+70.98K

0.70%

UBS Group AG

2.10M

Jun 30, 26

-47.96K

0.70%

HighTower Advisors, LLC

2.09M

Jun 30, 26

-18.15K

0.70%

Beaird Harris Wealth Management, LLC

2.05M

Jun 30, 26

-91.85K

0.68%

Beacon Pointe Advisors, LLC

1.99M

Jun 30, 26

+103.18K

0.66%

Savant Capital, LLC

1.94M

Jun 30, 26

+1.30M

0.65%

Root Financial Partners, LLC

1.89M

Jun 30, 26

+569.86K

0.63%

Pathstone Holdings, LLC

1.85M

Jun 30, 26

+58.24K

0.62%

Vise Technologies, Inc.

1.85M

Jun 30, 26

+818.16K

0.62%

RAYMOND JAMES FINANCIAL INC

1.75M

Jun 30, 26

+80.54K

0.58%

Planning Center, Inc.

1.67M

Jun 30, 26

+20.92K

0.56%

High Probability Advisors, LLC

1.61M

Jun 30, 26

+92.59K

0.54%

BANK OF AMERICA CORP /DE/

1.50M

Jun 30, 26

+73.52K

0.50%

Bouchey Financial Group Ltd

1.39M

Jun 30, 26

-767.64K

0.47%

Clearstead Advisors, LLC

1.36M

Jun 30, 26

-1.35M

0.46%

SATOVSKY ASSET MANAGEMENT LLC

1.34M

Jun 30, 26

+33.05K

0.45%

Retirement Solution Inc.

1.32M

Jun 30, 26

+5.94K

0.44%

Vestmark Advisory Solutions, Inc.

1.31M

Jun 30, 26

-780

0.44%

Leading Edge Financial Planning LLC

1.29M

Jun 30, 26

+86.17K

0.43%

Symmetry Partners, LLC

1.26M

Jun 30, 26

-26.30K

0.42%

DiNuzzo Private Wealth, Inc.

1.24M

Jun 30, 26

+11.96K

0.41%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

1.22M

Jun 30, 26

+29.00K

0.41%

Burton Enright Welch

1.19M

Jun 30, 26

+81.55K

0.40%

Meredith Wealth Planning

1.19M

Jun 30, 26

-10.36K

0.40%

Millburn Ridgefield Corp

1.17M

Jun 30, 26

0.39%

Catalyst Capital Advisors LLC

1.17M

Jun 30, 26

0.39%

Greenspring Advisors, LLC

1.17M

Jun 30, 26

+25.45K

0.39%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.17M

Jun 30, 26

-82.25K

0.39%

Safeguard Investment Advisory Group, LLC

1.16M

Jun 30, 26

-66.21K

0.39%

HARBOUR INVESTMENTS, INC.

1.14M

Jun 30, 26

+45.10K

0.38%

Eqis Capital Management, Inc.

1.12M

Jun 30, 26

-61.86K

0.38%

Chicago Partners Investment Group LLC

1.12M

Jun 30, 26

+26.29K

0.37%

FULTON BANK, N.A.

1.10M

Jun 30, 26

+20.44K

0.37%

Timonier Family Office, LTD.

1.07M

Jun 30, 26

+1.07M

0.36%

GREAT OAK CAPITAL PARTNERS, LLC

1.07M

Jun 30, 26

+22.20K

0.36%

Mariner, LLC

1.02M

Jun 30, 26

-297.26K

0.34%

Farther Finance Advisors, LLC

910.28K

Jun 30, 26

+128.86K

0.30%

Resources Investment Advisors, LLC.

903.49K

Jun 30, 26

-16.45K

0.30%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

898.76K

Jun 30, 26

-653.47K

0.30%

Integrated Wealth Concepts LLC

897.54K

Jun 30, 26

+365.99K

0.30%

Hippocratic Financial Advisors, LLC

864.36K

Jun 30, 26

+39.34K

0.29%

Integrity Advisory Solutions, LLC

863.23K

Jun 30, 26

+92.09K

0.29%

Woodward Financial Advisors, Inc.

858.31K

Jun 30, 26

+858.31K

0.29%

FORVIS Wealth Advisors, LLC

853.12K

Jun 30, 26

-122.93K

0.28%

Baird Financial Group, Inc.

850.84K

Jun 30, 26

+15.84K

0.28%

Sequoia Financial Advisors, LLC

824.57K

Jun 30, 26

+4.22K

0.28%

United Wealth Management, LLC

788.37K

Jun 30, 26

+13.10K

0.26%

True Wealth Design, LLC

784.81K

Jun 30, 26

+63.77K

0.26%

GeoWealth Management, LLC

783.94K

Jun 30, 26

+22.50K

0.26%

AE Wealth Management LLC

779.09K

Jun 30, 26

+34.24K

0.26%

von Borstel & Associates, Inc.

767.92K

Jun 30, 26

+14.58K

0.26%

STOLZ & ASSOCIATES, PS

763.43K

Jun 30, 26

+27.52K

0.26%

LPL Financial LLC

724.15K

Jun 30, 26

+110.49K

0.24%

LIBERTY WEALTH MANAGEMENT LLC

701.17K

Jun 30, 26

0.23%

LVZ, Inc.

700.15K

Jun 30, 26

+12.89K

0.23%

WPWealth LLP

695.20K

Jun 30, 26

+24.54K

0.23%

Discipline Wealth Solutions, LLC

694.26K

Jun 30, 26

-23.66K

0.23%

Arlington Financial Advisors, LLC

692.35K

Jun 30, 26

+19.38K

0.23%

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

691.94K

Jun 30, 26

+13.66K

0.23%

CVA Family Office, LLC

686.27K

Jun 30, 26

+52.29K

0.23%

Sterling Wealth Management, Inc.

670.85K

Jun 30, 26

+23.74K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

664.49K

Jun 30, 26

+9.62K

0.22%

SAX WEALTH ADVISORS, LLC

661.50K

Jun 30, 26

-45.42K

0.22%

JPMORGAN CHASE & CO

647.84K

Jun 30, 26

+5.73K

0.22%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

639.42K

Jun 30, 26

-2.70K

0.21%

Three Arch Wealth Management LLC

625.16K

Jun 30, 26

+45.95K

0.21%

Lutz Financial Services LLC

609.08K

Jun 30, 26

+30.91K

0.20%

MASTER'S WEALTH MANAGEMENT INC.

602.55K

Jun 30, 26

+18.22K

0.20%

Elser Financial Planning, Inc

589.42K

Jun 30, 26

+27.40K

0.20%

Oceanside Advisors LLC

584.07K

Jun 30, 26

+19.55K

0.20%

WCG Wealth Advisors LLC

564.44K

Jun 30, 26

+15.77K

0.19%

Foundry Financial LLC

557.47K

Jun 30, 26

+62.06K

0.19%

G2 CAPITAL MANAGEMENT, LLC / OH

555.48K

Jun 30, 26

+9.95K

0.19%

Opus Capital Group, LLC

549.19K

Jun 30, 26

+9.77K

0.18%

Bridgewater Advisors Inc.

548.22K

Jun 30, 26

-419.08K

0.18%

Midwest Heritage Bank, FSB

533.31K

Jun 30, 26

+5.49K

0.18%

Tassel Capital Management, Inc.

510.52K

Jun 30, 26

+16.18K

0.17%

LEGACY FINANCIAL GROUP, INC.

509.32K

Jun 30, 26

+8.55K

0.17%

Mills Wealth Advisors LLC

502.70K

Jun 30, 26

-7.00K

0.17%

Private Advisor Group, LLC

500.17K

Jun 30, 26

+304.71K

0.17%

NewEdge Advisors, LLC

499.26K

Jun 30, 26

+19.18K

0.17%

MB Generational Wealth, LLC

498.72K

Jun 30, 26

-39.24K

0.17%

Cambridge Investment Research Advisors, Inc.

492.78K

Jun 30, 26

+146.52K

0.16%

ADVISOR GROUP HOLDINGS, INC.

485.59K

Jun 30, 26

+54.65K

0.16%

SCRATCH CAPITAL LLC

483.93K

Jun 30, 26

+41.75K

0.16%

TANDEMGROWTH FINANCIAL ADVISORS LLC

480.39K

Jun 30, 26

+7.76K

0.16%

HFM Investment Advisors, LLC

479.06K

Jun 30, 26

+8.68K

0.16%

Envision Financial Planning, LLC

475.63K

Jun 30, 26

+14.21K

0.16%

Burk Holdings LLC

470.04K

Jun 30, 26

+80.84K

0.16%

INTREPID CAPITAL MANAGEMENT INC

468.85K

Jun 30, 26

-2.35K

0.16%

Savvy Advisors, Inc.

460.60K

Jun 30, 26

+24.89K

0.15%

Syverson Strege & Co

458.25K

Jun 30, 26

+2.56K

0.15%

Wealth Advisors Northwest LLC

454.03K

Jun 30, 26

+31.34K

0.15%

HUTCHINSON CAPITAL MANAGEMENT/CA

451.55K

Jun 30, 26

+3.22K

0.15%

STIFEL FINANCIAL CORP

445.04K

Jun 30, 26

-12.02K

0.15%

Level Financial Advisors, Inc.

435.56K

Jun 30, 26

+16.17K

0.15%

Financial Harvest, LLC

424.48K

Jun 30, 26

+38.36K

0.14%

Foundation Wealth Management, LLC\PA

417.29K

Jun 30, 26

+38.19K

0.14%

TCP Asset Management, LLC

411.80K

Jun 30, 26

+6.14K

0.14%

PINNACLE ASSOCIATES LTD

399.99K

Jun 30, 26

+4.41K

0.13%

Pinnacle Wealth Management Advisory Group, LLC

399.99K

Jun 30, 26

+4.41K

0.13%

Austin Asset Management Co Inc

396.16K

Jun 30, 26

+10.30K

0.13%

ENTRUST FINANCIAL LLC

393.73K

Jun 30, 26

-12.16K

0.13%

25 LLC

392.45K

Jun 30, 26

+20.38K

0.13%

Keating Financial Advisory Services, Inc.

388.03K

Jun 30, 26

+49.08K

0.13%

Brady Martz Wealth Solutions, LLC

379.33K

Jun 30, 26

+18.15K

0.13%

Gemmer Asset Management LLC

378.69K

Jun 30, 26

+20.69K

0.13%

Quantinno Capital Management LP

375.31K

Jun 30, 26

+166.89K

0.13%

MATAURO, LLC

374.02K

Jun 30, 26

+17.38K

0.12%

Parkshore Wealth Management, Inc.

372.20K

Jun 30, 26

+39.81K

0.12%

Applied Capital LLC

370.12K

Jun 30, 26

+18.48K

0.12%

RIVERCHASE WEALTH MANAGEMENT, LLC

368.58K

Jun 30, 26

+11.45K

0.12%

Cerity Partners LLC

366.69K

Jun 30, 26

+22.73K

0.12%

Aspen Private Advisors, LLC

351.24K

Jun 30, 26

+351.24K

0.12%

Heritage Wealth Management, Inc./Texas

346.32K

Jun 30, 26

+5.06K

0.12%

CLARIS ADVISORS, LLC / MO /

342.90K

Jun 30, 26

+13.57K

0.11%

FIDUCIARY FINANCIAL ADVISORS

338.70K

Jun 30, 26

+338.70K

0.11%

MML INVESTORS SERVICES, LLC

338.37K

Jun 30, 26

+80.15K

0.11%

MONETA GROUP INVESTMENT ADVISORS LLC

334.43K

Jun 30, 26

+1.26K

0.11%

SUMMIT WEALTH GROUP LLC / CO

332.56K

Jun 30, 26

-928

0.11%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

331.80K

Jun 30, 26

-96.05K

0.11%

FAMILY WEALTH PARTNERS, LLC

320.62K

Jun 30, 26

+21.27K

0.11%

ROYAL BANK OF CANADA

319.50K

Jun 30, 26

-84.00K

0.11%

DWR WEALTH MANAGEMENT, LLC

319.15K

Jun 30, 26

+9.38K

0.11%

RAFFA WEALTH MANAGEMENT, LLC

317.65K

Jun 30, 26

+32.07K

0.11%

Invst, LLC

296.69K

Jun 30, 26

+17.12K

0.10%

Abel Hall, LLC

293.85K

Jun 30, 26

+2.90K

0.10%

SILVER OAK WEALTH ADVISORS SERVICES, LLC

292.39K

Jun 30, 26

+6.04K

0.10%

Kaufman Rossin Wealth, LLC

288.98K

Jun 30, 26

+41.03K

0.10%

Weinberger Asset Management, Inc

288.94K

Jun 30, 26

+17.10K

0.10%

UBS ASSET MANAGEMENT AMERICAS INC

287.88K

Jun 30, 26

0.10%

RFG Advisory, LLC

283.70K

Jun 30, 26

-1.29K

0.09%

Index Fund Advisors, Inc.

279.33K

Jun 30, 26

+34.51K

0.09%

Vestment Financial LLC

266.96K

Jun 30, 26

+13.96K

0.09%

RCS Financial Planning, LLC

266.13K

Jun 30, 26

+7.39K

0.09%

Arkadios Wealth Advisors

265.68K

Jun 30, 26

-3.39K

0.09%

Sollinda Capital Management LLC

265.38K

Jun 30, 26

+38.78K

0.09%

VANCE WEALTH, INC.

259.58K

Jun 30, 26

+3.11K

0.09%

CSP Financial Group, LLC

257.26K

Jun 30, 26

+23.10K

0.09%

WorthPointe, LLC

256.85K

Jun 30, 26

+11.33K

0.09%

Warburton Capital Management, LLC

256.45K

Jun 30, 26

+44.43K

0.09%

WESCAP Management Group, Inc.

253.91K

Jun 30, 26

+7.51K

0.08%

Miracle Mile Advisors, LLC

252.33K

Jun 30, 26

+22.77K

0.08%

Brinker Capital Investments, LLC

247.72K

Jun 30, 26

-6.76K

0.08%

FIDUCIARY FINANCIAL GROUP, LLC

245.84K

Jun 30, 26

+21.25K

0.08%

Kestra Advisory Services, LLC

245.42K

Jun 30, 26

+13.97K

0.08%

AdvisorNet Financial, Inc

245.36K

Jun 30, 26

-6.56K

0.08%

Betterment LLC

242.97K

Jun 30, 26

+18.61K

0.08%

CogentBlue Wealth Advisors, LLC

239.03K

Jun 30, 26

+2.71K

0.08%

Financial Engines Advisors L.L.C.

237.90K

Jun 30, 26

-18.95K

0.08%

Dynamic Advisor Solutions LLC

235.56K

Jun 30, 26

-6.25K

0.08%

Lynch Investment Planning, LLC

232.66K

Jun 30, 26

+2.17K

0.08%

Trailhead Planners LLC

231.10K

Jun 30, 26

-23.86K

0.08%

M Holdings Securities, Inc.

231.06K

Jun 30, 26

-70.86K

0.08%

CARDIFF PARK ADVISORS, LLC

220.49K

Jun 30, 26

-1.31K

0.07%

Archford Capital Strategies, LLC

213.88K

Jun 30, 26

+3.89K

0.07%

Shore Point Advisors, LLC

212.88K

Jun 30, 26

+12.48K

0.07%

Sanchez Levi Garrett

212.44K

Jun 30, 26

+8.24K

0.07%

Crown Wealth Group, LLC

209.31K

Jun 30, 26

-1.93K

0.07%

Disciplined Investments, LLC

207.79K

Jun 30, 26

+16.16K

0.07%

GOLDMAN SACHS GROUP INC

205.23K

Jun 30, 26

+199.32K

0.07%

TABLEAUX LLC

204.52K

Jun 30, 26

+8.92K

0.07%

JONES FINANCIAL COMPANIES LLLP

202.83K

Jun 30, 26

+53.36K

0.07%

Parkwoods Wealth Partners, LLC

200.03K

Jun 30, 26

+49.13K

0.07%

AXXCESS WEALTH MANAGEMENT, LLC

195.35K

Jun 30, 26

+195.35K

0.07%

E-Wealth Partners, LLC

192.90K

Jun 30, 26

+13.18K

0.06%

Concurrent Investment Advisors, LLC

189.89K

Jun 30, 26

+3.29K

0.06%

AA Financial Advisors, LLC

187.85K

Jun 30, 26

-4.36K

0.06%

Security Financial Services, INC.

187.70K

Jun 30, 26

-7.25K

0.06%

Wealthspire Advisors, LLC

186.38K

Jun 30, 26

+110.50K

0.06%

Emprise Bank

183.89K

Jun 30, 26

+57.48K

0.06%

Tortoise Investment Management, LLC

180.84K

Jun 30, 26

+8.69K

0.06%

AQR CAPITAL MANAGEMENT LLC

178.29K

Jun 30, 26

+76.42K

0.06%

Optimus Capital Advisors, LLC

178.00K

Jun 30, 26

+783

0.06%

Vested Financial Planning, LLC

175.99K

Jun 30, 26

+7.36K

0.06%

Waycross Investment Management Co

174.49K

Jun 30, 26

-6.00K

0.06%

Acorn Wealth Advisors, LLC

174.46K

Jun 30, 26

+28.54K

0.06%

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

174.11K

Jun 30, 26

+7.46K

0.06%

Entelevest, LLC

170.06K

Jun 30, 26

+5.03K

0.06%

BluePrint Investing LLC

167.30K

Jun 30, 26

-364

0.06%

Layline Advisors, LLC

166.29K

Jun 30, 26

+22.89K

0.06%

Kooman & Associates

162.97K

Jun 30, 26

-401.80K

0.05%

HMV Wealth Advisors, LLC

160.00K

Jun 30, 26

+32.81K

0.05%

Helen Stephens Group, LLC

157.78K

Jun 30, 26

+91

0.05%

Strathmore Capital Advisors, Inc.

156.15K

Jun 30, 26

+6.00K

0.05%

JACKSON THORNTON ASSET MANAGEMENT, LLC

153.52K

Jun 30, 26

+4.63K

0.05%

REDW Wealth LLC

152.40K

Jun 30, 26

-34.23K

0.05%

Rockefeller Capital Management L.P.

151.99K

Jun 30, 26

-16.62K

0.05%

ROBINSON SMITH WEALTH ADVISORS LLC

151.17K

Jun 30, 26

+15

0.05%

GEM Asset Management, LLC

147.72K

Jun 30, 26

+5.28K

0.05%

Waterfront Wealth Inc.

143.46K

Jun 30, 26

+1.10K

0.05%

Altiora Financial Group, LLC

141.88K

Jun 30, 26

-19.80K

0.05%

Schubert & Co

139.79K

Jun 30, 26

+4.70K

0.05%

Ullmann Wealth Partners Group, LLC

138.46K

Jun 30, 26

-42.74K

0.05%

Capital Investment Advisory Services, LLC

136.46K

Jun 30, 26

+22.19K

0.05%

Strategic Investment Solutions, Inc. /IL

134.72K

Jun 30, 26

+5.19K

0.05%

Kestra Investment Management, LLC

128.49K

Jun 30, 26

-69.78K

0.04%

Integrity Investment Advisors, LLC

127.76K

Jun 30, 26

+20.67K

0.04%

BetterWealth, LLC

125.45K

Jun 30, 26

-3.50K

0.04%

Strategent Financial, LLC

124.87K

Jun 30, 26

+7.99K

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

124.31K

Jun 30, 26

+7.64K

0.04%

CPA Asset Management LLC

123.58K

Jun 30, 26

-200.40K

0.04%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

122.82K

Jun 30, 26

+11.81K

0.04%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

118.73K

Jun 30, 26

+8.89K

0.04%

Creative Planning

118.26K

Jun 30, 26

-5.46K

0.04%

Cartesian Growth Corp

118.10K

Jun 30, 26

-58.20K

0.04%

City State Bank

117.27K

Jun 30, 26

+13.99K

0.04%

BDFS Capital LLC

116.71K

Jun 30, 26

+9.60K

0.04%

Wealth Management Strategies, Inc.

116.22K

Jun 30, 26

+4.13K

0.04%

L & S Advisors Inc

114.59K

Jun 30, 26

-330

0.04%

PFG Advisors

109.94K

Jun 30, 26

+672

0.04%

Friday Financial

106.56K

Jun 30, 26

+9.11K

0.04%

First Heartland Consultants, Inc.

106.51K

Jun 30, 26

+43.88K

0.04%

Atria Investments, Inc

106.45K

Jun 30, 26

+43.64K

0.04%

Bryant Woods Investment Advisors, LLC

106.21K

Jun 30, 26

+2.77K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

105.76K

Jun 30, 26

+98.31K

0.04%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

104.34K

Jun 30, 26

+10.93K

0.03%

Connecticut Capital Management Group, LLC

103.34K

Jun 30, 26

+8.29K

0.03%

Live Oak Private Wealth LLC

103.22K

Jun 30, 26

+103.22K

0.03%

Thayer Financial, L.L.C.

102.54K

Jun 30, 26

+2.18K

0.03%

TRANSCEND CAPITAL ADVISORS, LLC

102.17K

Jun 30, 26

-917

0.03%

HBE Wealth Management, LLC

101.47K

Jun 30, 26

+10.35K

0.03%

Evanson Financial, LLC

98.27K

Jun 30, 26

+98.27K

0.03%

Torren Management, LLC

97.41K

Jun 30, 26

-441

0.03%

EverSource Wealth Advisors, LLC

95.55K

Jun 30, 26

-11.43K

0.03%

Glass Jacobson Investment Advisors llc

94.24K

Jun 30, 26

+11.75K

0.03%

MORGAN STANLEY

92.82K

Jun 30, 26

-5.50K

0.03%

McCartney Wealth Management LLC

92.77K

Jun 30, 26

+3.66K

0.03%

DOPKINS WEALTH MANAGEMENT, LLC

92.40K

Jun 30, 26

-1.13K

0.03%

Summit Wealth Group, LLC

88.78K

Jun 30, 26

+2.45K

0.03%

Vantage Point Financial LLC

88.41K

Jun 30, 26

+18.29K

0.03%

Two West Capital Advisors LLC

86.77K

Jun 30, 26

-3.03K

0.03%

Arcadia Wealth Management, Inc.

85.23K

Jun 30, 26

+3.22K

0.03%

Caprock Group, LLC

84.91K

Jun 30, 26

0.03%

Qube Research & Technologies Ltd

84.49K

Jun 30, 26

+25.26K

0.03%

Intelligence Driven Advisers, LLC

83.44K

Jun 30, 26

-3.19K

0.03%

WELLS FARGO & COMPANY/MN

80.86K

Jun 30, 26

+66.18K

0.03%

Capstone Wealth Management, Inc.

80.16K

Jun 30, 26

-1.87K

0.03%

XY Planning Network, Inc.

79.96K

Jun 30, 26

-1.31K

0.03%

SIGNATUREFD, LLC

78.89K

Jun 30, 26

+3.61K

0.03%

CAPTRUST FINANCIAL ADVISORS

78.24K

Jun 30, 26

-1.66K

0.03%

BKA Wealth Consulting, Inc.

77.75K

Jun 30, 26

+3.13K

0.03%

Outbound Financial Inc

77.53K

Jun 30, 26

-3.72K

0.03%

MATTERN CAPITAL MANAGEMENT, LLC

76.31K

Jun 30, 26

+26.72K

0.03%

NWAM LLC

76.16K

Jun 30, 26

+5.32K

0.03%

Mission Hills Financial Advisory, LLC

75.51K

Jun 30, 26

+75.51K

0.03%

Investmark Advisory Group LLC

74.43K

Jun 30, 26

-1.46K

0.02%

Daner Wealth Management, LLC

72.24K

Jun 30, 26

+10.03K

0.02%

Clear Creek Financial Management, LLC

71.21K

Jun 30, 26

+3.31K

0.02%

MAI Capital Management

70.69K

Jun 30, 26

+68.81K

0.02%

Coston, McIsaac & Partners

70.14K

Jun 30, 26

+2.71K

0.02%

Wolfstich Capital, LLC

68.19K

Jun 30, 26

+10.48K

0.02%

KEB ASSET MANAGEMENT, LLC

67.84K

Jun 30, 26

+11.48K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

65.37K

Jun 30, 26

+6.06K

0.02%

Fidelis Capital Partners, LLC

64.29K

Jun 30, 26

-100

0.02%

Approach Retirement Advisors, LLC

64.08K

Jun 30, 26

-557

0.02%

Kane Co Wealth Management, Inc.

63.45K

Jun 30, 26

+8.59K

0.02%

Brookstone Capital Management

63.39K

Jun 30, 26

+10.63K

0.02%

Accurate Wealth Management, LLC

63.35K

Jun 30, 26

+52.79K

0.02%

RAM Investment Partners, LLC

62.81K

Jun 30, 26

+5.78K

0.02%

Washington Trust Advisors, Inc.

61.26K

Jun 30, 26

+88

0.02%

CITIGROUP INC

61.08K

Jun 30, 26

-5.59K

0.02%

Everest Management Corp.

59.82K

Jun 30, 26

+630

0.02%

VIAWEALTH, LLC

59.09K

Jun 30, 26

+2.26K

0.02%

Dorsey & Whitney Trust CO LLC

58.45K

Jun 30, 26

+774

0.02%

Beacon Financial Advisory LLC

57.48K

Jun 30, 26

+6.93K

0.02%

CHERRYDALE WEALTH MANAGEMENT, LLC

57.01K

Jun 30, 26

+1.81K

0.02%

Everest Financial Group LLC

56.94K

Jun 30, 26

+2.50K

0.02%

CHOREO, LLC

56.89K

Jun 30, 26

-3.44K

0.02%

CreativeOne Wealth, LLC

56.67K

Jun 30, 26

-72.16K

0.02%

International Private Wealth Advisors LLC

56.34K

Jun 30, 26

+655

0.02%

FIRETHORN WEALTH PARTNERS, LLC

55.78K

Jun 30, 26

-1.30K

0.02%

MSA Advisors, LLC

53.73K

Jun 30, 26

0.02%

Merit Financial Group, LLC

52.91K

Jun 30, 26

-1.05K

0.02%

Simplicity Wealth,LLC

52.80K

Jun 30, 26

-4.66K

0.02%

TRUIST FINANCIAL CORP

50.48K

Jun 30, 26

-18.41K

0.02%

Triad Wealth Partners, LLC

49.68K

Jun 30, 26

+11.67K

0.02%

MARYLAND CAPITAL ADVISORS INC.

48.97K

Jun 30, 26

+48.97K

0.02%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

48.72K

Jun 30, 26

+4.55K

0.02%

Freedom Day Solutions, LLC

48.01K

Jun 30, 26

+31.79K

0.02%

Global Financial Private Client, LLC

47.83K

Jun 30, 26

+17.82K

0.02%

EP Wealth Advisors, LLC

47.48K

Jun 30, 26

+3.09K

0.02%

SageView Advisory Group, LLC

47.36K

Jun 30, 26

-2.52K

0.02%

Ponta Wealth Partners, LLC

46.29K

Jun 30, 26

+16.28K

0.02%

Mission Financial Group, LLC

45.63K

Jun 30, 26

+45.63K

0.02%

K2 Financial Inc.

45.26K

Jun 30, 26

+31

0.02%

First Financial Group Corp

45.13K

Jun 30, 26

+3.78K

0.02%

Donalies Financial Planning, LLC

44.60K

Jun 30, 26

+2.18K

0.01%

Argyle Capital Partners, LLC

43.54K

Jun 30, 26

-171

0.01%

VESTIA PERSONAL WEALTH ADVISORS

42.17K

Jun 30, 26

+19.85K

0.01%

SEI INVESTMENTS CO

41.94K

Jun 30, 26

+5.00K

0.01%

Accretive Wealth Partners, LLC

41.66K

Jun 30, 26

-4.49K

0.01%

Lynx Investment Advisory

40.77K

Jun 30, 26

+31.09K

0.01%

Hartmann Taylor Wealth Management, LLC

39.81K

Jun 30, 26

0.01%

Canvas Wealth Advisors, LLC

39.20K

Jun 30, 26

+8.22K

0.01%

Rehmann Capital Advisory Group

39.16K

Jun 30, 26

-671

0.01%

ArborFi Advisors, LLC

37.19K

Jun 30, 26

-146.57K

0.01%

American Investment Services, Inc.

36.36K

Jun 30, 26

-274

0.01%

XCELSIOR ADVISOR PARTNERS LLC

36.21K

Jun 30, 26

-34

0.01%

Inspire Advisors, LLC

35.94K

Jun 30, 26

-2.90K

0.01%

Hardy Reed LLC

35.59K

Jun 30, 26

+13.82K

0.01%

Samalin Investment Counsel, LLC

34.03K

Jun 30, 26

+572

0.01%

Brand Asset Management Group, Inc.

32.56K

Jun 30, 26

+32.56K

0.01%

Madrid Wealth Management, LLC

32.25K

Jun 30, 26

-1.39K

0.01%

FISCHER INVESTMENT STRATEGIES, LLC

32.23K

Jun 30, 26

+72

0.01%

Tandem Financial, LLC

31.59K

Jun 30, 26

-1.39K

0.01%

Cetera Investment Advisers

30.61K

Jun 30, 26

+15.61K

0.01%

Arcadia Wealth Management, LLC

30.59K

Jun 30, 26

-7.61K

0.01%

BIP Wealth, LLC

30.39K

Jun 30, 26

+13.53K

0.01%

Herold Advisors, Inc.

30.20K

Jun 30, 26

+8.27K

0.01%

FMR LLC

29.91K

Jun 30, 26

+14.87K

0.01%

Landing Point Financial Group, LLC

29.48K

Jun 30, 26

+1.29K

0.01%

Innovative Asset Advisors Group, LLC

29.40K

Jun 30, 26

-1.73K

0.01%

Venture Visionary Partners LLC

29.20K

Jun 30, 26

+29.20K

0.01%

BRIGHTON JONES LLC

29.14K

Jun 30, 26

+343

0.01%

RENAISSANCE TECHNOLOGIES LLC

27.79K

Jun 30, 26

+27.79K

0.01%

SpringVest Wealth Management LLC

26.71K

Jun 30, 26

+273

0.01%

TCFG Investment Advisors, LLC

25.45K

Jun 30, 26

+866

0.01%

Cresset Asset Management, LLC

24.62K

Jun 30, 26

+24.62K

0.01%

FORTERIS WEALTH MANAGEMENT INC.

24.31K

Jun 30, 26

+470

0.01%

Vistica Wealth Advisors, LLC

23.88K

Jun 30, 26

-4.85K

0.01%

Modera Wealth Management, LLC

23.12K

Jun 30, 26

+610

0.01%

Glassy Mountain Advisors, Inc.

22.51K

Jun 30, 26

+220

0.01%

Empire Financial Management Company, LLC

21.57K

Jun 30, 26

+661

0.01%

Oder Investment Management, LLC

21.55K

Jun 30, 26

+1.02K

0.01%

Belleair Asset Management, LLC

21.54K

Jun 30, 26

+471

0.01%

WEALTHSPAN PARTNERS, LLC

21.46K

Jun 30, 26

-1.13K

0.01%

Kingsview Wealth Management, LLC

21.30K

Jun 30, 26

-28

0.01%

SRS Capital Advisors, Inc.

21.22K

Jun 30, 26

-8.43K

0.01%

Mattern Wealth Management LLC

21.09K

Jun 30, 26

0.01%

Axis Wealth Partners, LLC

20.70K

Jun 30, 26

-3.52K

0.01%

POINCIANA ADVISORS GROUP, LLC

19.76K

Jun 30, 26

+346

0.01%

Pacific Asset Management, LLC

19.59K

Jun 30, 26

-374

0.01%

Summit Wealth Partners, LLC

19.34K

Jun 30, 26

-470

0.01%

Summit Financial, LLC

19.16K

Jun 30, 26

-88

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

19.12K

Jun 30, 26

-10.77K

0.01%

Hutchens & Kramer Investment Management Group, LLC

19.02K

Jun 30, 26

0.01%

Cascade Wealth Advisors, Inc

18.99K

Jun 30, 26

0.01%

DIVERSIFY WEALTH MANAGEMENT, LLC

18.75K

Jun 30, 26

+228

0.01%

Diversify Advisory Services, LLC

18.75K

Jun 30, 26

+18.75K

0.01%

SC&H Financial Advisors, Inc.

18.73K

Jun 30, 26

0.01%

Gibraltar Capital Management, Inc.

18.68K

Jun 30, 26

0.01%

Global Retirement Partners, LLC

18.37K

Jun 30, 26

+18.37K

0.01%

CLUNE & ASSOCIATES, LTD.

17.89K

Jun 30, 26

0.01%

tru Independence LLC

17.51K

Jun 30, 26

-2.39K

0.01%

ASPIRIANT, LLC

17.30K

Jun 30, 26

0.01%

Lauterbach Financial Advisors, LLC

17.05K

Jun 30, 26

+90

0.01%

Cogent Private Wealth, Inc.

16.78K

Jun 30, 26

+5.20K

0.01%

Shearwater Capital LLC

16.57K

Jun 30, 26

0.01%

Waverly Advisors, LLC

16.37K

Jun 30, 26

+16.37K

0.01%

ELEVATE WEALTH ADVISORY, INC

16.34K

Jun 30, 26

+2.09K

0.01%

Prime Capital Investment Advisors, LLC

16.32K

Jun 30, 26

+197

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

16.23K

Jun 30, 26

+50

0.01%

Csenge Advisory Group

15.95K

Jun 30, 26

+365

0.01%

Stewardship Advisors, LLC

15.47K

Jun 30, 26

+581

0.01%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

15.46K

Jun 30, 26

+15.46K

0.01%

EnRich Financial Partners LLC

15.14K

Jun 30, 26

-117

0.01%

IHT Wealth Management, LLC

14.97K

Jun 30, 26

+5.75K

0.01%

Bedel Financial Consulting, Inc.

14.84K

Jun 30, 26

+24

0.00%

Nova R Wealth, Inc.

14.61K

Jun 30, 26

+34

0.00%

Lionshead Wealth Management, LLC

14.58K

Jun 30, 26

-89

0.00%

Ballast Rock Private Wealth LLC

14.26K

Jun 30, 26

-23

0.00%

Steward Partners Investment Advisory, LLC

14.19K

Jun 30, 26

-2.44K

0.00%

Clark Asset Management, LLC

14.16K

Jun 30, 26

+4.36K

0.00%

Fiduciary Alliance LLC

14.07K

Jun 30, 26

-567

0.00%

CARY STREET PARTNERS FINANCIAL LLC

13.95K

Jun 30, 26

-616

0.00%

Quadcap Wealth Management, LLC

13.93K

Jun 30, 26

0.00%

ARK & TLK INVESTMENTS, LLC

13.79K

Jun 30, 26

0.00%

AWM CAPITAL, LLC

13.49K

Jun 30, 26

+32

0.00%

Fortis Capital Management LLC

13.42K

Jun 30, 26

0.00%

FIRST FOUNDATION ADVISORS

13.39K

Jun 30, 26

0.00%

Unison Advisors LLC

13.37K

Jun 30, 26

+31

0.00%

Plancorp, LLC

12.87K

Jun 30, 26

-127

0.00%

Rockwood Wealth Management, LLC

12.83K

Jun 30, 26

+593

0.00%

Quad-Cities Investment Group, LLC

12.77K

Jun 30, 26

+764

0.00%

Sanctuary Advisors, LLC

12.76K

Jun 30, 26

+12.76K

0.00%

Global Trust Asset Management, LLC

12.72K

Jun 30, 26

0.00%

LRI Investments, LLC

11.93K

Jun 30, 26

+49

0.00%

Werba Rubin Papier Wealth Management

11.92K

Jun 30, 26

+22

0.00%

Navigoe, LLC

11.68K

Jun 30, 26

0.00%

AlphaCore Capital LLC

11.60K

Jun 30, 26

0.00%

Badgley Phelps Wealth Managers, LLC

11.51K

Jun 30, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

11.48K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

11.47K

Jun 30, 26

-588

0.00%

Heritage Investment Group, Inc.

11.44K

Jun 30, 26

-3.35K

0.00%

Nalls Sherbakoff Group, LLC

11.28K

Jun 30, 26

0.00%

IFP Advisors, Inc

10.96K

Jun 30, 26

-2.86K

0.00%

Rockbridge Investment Management, LCC

10.86K

Jun 30, 26

0.00%

Perigon Wealth Management, LLC

10.85K

Jun 30, 26

0.00%

Disciplined Equity Management, Inc.

10.84K

Jun 30, 26

0.00%

CURIO WEALTH, LLC

10.76K

Jun 30, 26

-151

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

10.71K

Jun 30, 26

+24

0.00%

HANOVER ADVISORS INC

10.63K

Jun 30, 26

+200

0.00%

CX Institutional

10.59K

Jun 30, 26

+8.94K

0.00%

Stenger Family Office, LLC

10.28K

Jun 30, 26

+24

0.00%

MISSION WEALTH MANAGEMENT, LP

10.22K

Jun 30, 26

+2.49K

0.00%

AssuredPartners Investment Advisors, LLC

10.21K

Jun 30, 26

+1.75K

0.00%

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

10.05K

Jun 30, 26

+150

0.00%

Delos Wealth Advisors, LLC

10.02K

Jun 30, 26

0.00%

Advisory Services Network, LLC

9.96K

Jun 30, 26

+705

0.00%

COGENT STRATEGIC WEALTH LLC

9.90K

Jun 30, 26

-89

0.00%

Belpointe Asset Management LLC

9.70K

Jun 30, 26

0.00%

Fortis Capital Advisors, LLC

9.70K

Jun 30, 26

0.00%

BROWN ADVISORY INC

9.52K

Jun 30, 26

+682

0.00%

55 North Private Wealth, LLC

9.08K

Jun 30, 26

+2.36K

0.00%

US BANCORP \DE\

9.03K

Jun 30, 26

-617

0.00%

Richard Young Associates, Ltd.

8.98K

Jun 30, 26

+21

0.00%

Zhang Financial LLC

8.98K

Jun 30, 26

+10

0.00%

Foundations Investment Advisors, LLC

8.95K

Jun 30, 26

+8.95K

0.00%

RHL GROUP, LLC

8.87K

Jun 30, 26

+1.67K

0.00%

Hilltop Holdings Inc.

8.83K

Jun 30, 26

+571

0.00%

Stratos Wealth Partners, LTD.

8.61K

Jun 30, 26

+8.61K

0.00%

Delap Wealth Advisory, LLC

8.24K

Jun 30, 26

+43

0.00%

Capstone Wealth Management, LLC

8.02K

Jun 30, 26

-49

0.00%

Squire Investment Management Company, LLC

7.93K

Jun 30, 26

0.00%

Clarity Capital Advisors, LLC

7.80K

Jun 30, 26

+18

0.00%

Tufton Capital Management

7.77K

Jun 30, 26

+1.00K

0.00%

Wedmont Private Capital

7.57K

Jun 30, 26

+7.57K

0.00%

NORTHERN TRUST CORP

7.56K

Jun 30, 26

+693

0.00%

DIXON FNANCIAL SERVICES, INC.

7.55K

Jun 30, 26

+1.97K

0.00%

HANCOCK WHITNEY CORP

7.48K

Jun 30, 26

0.00%

RESOLUTE WEALTH ADVISOR, INC.

7.29K

Jun 30, 26

0.00%

Avondale Wealth Management

7.26K

Jun 30, 26

-6.25K

0.00%

Oath Planning, LLC

7.12K

Jun 30, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.07K

Jun 30, 26

+13

0.00%

CUTLER INVESTMENT COUNSEL LLC

7.03K

Jun 30, 26

+7.03K

0.00%

BESSEMER GROUP INC

6.84K

Jun 30, 26

+6.84K

0.00%

Coastal Bridge Advisors, LLC

6.79K

Jun 30, 26

+6.79K

0.00%

Aspire Private Capital, LLC

6.79K

Jun 30, 26

+98

0.00%

Bank of New York Mellon Corp

6.74K

Jun 30, 26

+292

0.00%

Facet Wealth, Inc.

6.73K

Jun 30, 26

+6.73K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

6.64K

Jun 30, 26

+288

0.00%

Altman Advisors, Inc.

6.63K

Jun 30, 26

+6.63K

0.00%

Equitable Holdings, Inc.

6.55K

Jun 30, 26

+6.55K

0.00%

Saxony Capital Management, LLC

6.50K

Jun 30, 26

-1.00K

0.00%

Thrive Wealth Management, LLC

6.47K

Jun 30, 26

0.00%

BlackRock, Inc.

6.44K

Jun 30, 26

+357

0.00%

Fundamentum, LLC

6.40K

Jun 30, 26

0.00%

Rossby Financial, LCC

6.37K

Jun 30, 26

+63

0.00%

Physician Wealth Solutions Inc.

6.24K

Jun 30, 26

0.00%

IFG Advisory, LLC

6.19K

Jun 30, 26

-213

0.00%

American Capital Advisory, LLC

6.06K

Jun 30, 26

-954

0.00%

Ausdal Financial Partners, Inc.

5.95K

Jun 30, 26

0.00%

MELFA WEALTH MANAGEMENT, LLC

5.70K

Jun 30, 26

0.00%

Pasadena Private Wealth, LLC

5.68K

Jun 30, 26

0.00%

Ballentine Partners, LLC

5.67K

Jun 30, 26

+5.67K

0.00%

FMB WEALTH MANAGEMENT

5.66K

Jun 30, 26

-717

0.00%

ALLIANCEBERNSTEIN L.P.

5.63K

Jun 30, 26

+5.63K

0.00%

Pensionmark Financial Group, LLC

5.63K

Jun 30, 26

+5.63K

0.00%

Generations Wealth, LLC

5.61K

Jun 30, 26

+93

0.00%

Total Clarity Wealth Management, Inc.

5.47K

Jun 30, 26

0.00%

HOLLENCREST CAPITAL MANAGEMENT

5.45K

Jun 30, 26

0.00%

Advyzon Investment Management, LLC

5.41K

Jun 30, 26

-1.34K

0.00%

London & Capital Asset Management Ltd

5.38K

Jun 30, 26

+5.38K

0.00%

Pinnacle Bancorp, Inc.

5.32K

Jun 30, 26

-207

0.00%

Fisher Asset Management, LLC

5.26K

Jun 30, 26

+5.26K

0.00%

HighPoint Advisor Group LLC

5.16K

Jun 30, 26

+5.16K

0.00%

Focus Financial Network, Inc.

5.13K

Jun 30, 26

-68.64K

0.00%

MGO ONE SEVEN LLC

5.13K

Jun 30, 26

-1.00K

0.00%

BAKER BOYER NATIONAL BANK

5.13K

Jun 30, 26

+5.13K

0.00%

Elevated Financial Group LLC

5.00K

Jun 30, 26

-545

0.00%

Marks Group Wealth Management, Inc

4.96K

Jun 30, 26

+4.96K

0.00%

Berger Financial Group, Inc

4.95K

Jun 30, 26

+4.95K

0.00%

Cloud Capital Management, LLC

4.92K

Jun 30, 26

+4.92K

0.00%

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

4.88K

Jun 30, 26

+4.88K

0.00%

Colonial Trust Co / SC

4.21K

Jun 30, 26

+4.21K

0.00%

MASECO LLP

3.88K

Jun 30, 26

-245

0.00%

Medallion Wealth Advisors, LLC

3.88K

Jun 30, 26

-2

0.00%

UMB Bank, n.a.

3.37K

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

3.24K

Jun 30, 26

0.00%

Tradewinds Capital Management, LLC

3.19K

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

3.17K

Jun 30, 26

0.00%

Ashton Thomas Private Wealth, LLC

2.88K

Jun 30, 26

0.00%

HM PAYSON & CO

2.60K

Jun 30, 26

0.00%

Seneschal Advisors, LLC

2.43K

Jun 30, 26

-57

0.00%

Highland Investment Advisors LLC

2.40K

Jun 30, 26

+2.40K

0.00%

Morse Asset Management, Inc

2.26K

Jun 30, 26

0.00%

HUNTINGTON NATIONAL BANK

2.23K

Jun 30, 26

0.00%

Wealth Enhancement Trust Services, Inc.

2.21K

Jun 30, 26

-460

0.00%

Robinswood Financial LLC

2.17K

Jun 30, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

2.15K

Jun 30, 26

+1.26K

0.00%

Forum Finance Group S.A.

2.13K

Jun 30, 26

0.00%

Fortitude Family Office, LLC

2.00K

Jun 30, 26

0.00%

Millstone Evans Group, LLC

1.88K

Jun 30, 26

+76

0.00%

VANGUARD ADVISERS INC

1.76K

Jun 30, 26

0.00%

VSM Wealth Advisory, LLC

1.74K

Jun 30, 26

0.00%

Fairscale Capital, LLC

1.57K

Jun 30, 26

0.00%

Investors Portfolio Services LLC

1.57K

Jun 30, 26

0.00%

Rialto Wealth Management, LLC

1.54K

Jun 30, 26

-218

0.00%

Turtle Creek Wealth Advisors, LLC

1.51K

Jun 30, 26

0.00%

Topsail Wealth Management, LLC

1.49K

Jun 30, 26

+125

0.00%

Timmons Wealth Management, LLC

1.49K

Jun 30, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

1.25K

Jun 30, 26

-932

0.00%

Asset Dedication, LLC

1.20K

Jun 30, 26

0.00%

Parallel Advisors, LLC

1.19K

Jun 30, 26

+764

0.00%

Pinnacle Wealth Planning Services, Inc.

1.03K

Jun 30, 26

+1.01K

0.00%

Oakworth Capital, Inc.

990

Jun 30, 26

+990

0.00%

Triumph Capital Management

977

Jun 30, 26

-596

0.00%

Capital Analysts, LLC

971

Jun 30, 26

+971

0.00%

Hurley Capital, LLC

968

Jun 30, 26

0.00%

Concord Wealth Partners

922

Jun 30, 26

+922

0.00%

Strategic Wealth Partners, Ltd.

885

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

880

Jun 30, 26

0.00%

TRUST CO OF VERMONT

873

Jun 30, 26

+873

0.00%

AMERIFLEX GROUP, INC.

736

Jun 30, 26

+736

0.00%

Gleason Group, Inc.

689

Jun 30, 26

+689

0.00%

Smartleaf Asset Management LLC

589

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

582

Jun 30, 26

0.00%

Lodestone Wealth Management LLC

532

Jun 30, 26

0.00%

Montgomery Financial Services LLC

526

Jun 30, 26

+526

0.00%

Salomon & Ludwin, LLC

524

Jun 30, 26

0.00%

CAMBIENT FAMILY OFFICE, LLC

509

Jun 30, 26

+509

0.00%

Providence Capital Advisors, LLC

493

Jun 30, 26

0.00%

Synergy Investment Management, LLC

480

Jun 30, 26

+480

0.00%

Glassman Wealth Services

461

Jun 30, 26

0.00%

DecisionPoint Financial, LLC

430

Jun 30, 26

0.00%

Signature Resources Capital Management, LLC

412

Jun 30, 26

0.00%

TOUNJIAN ADVISORY PARTNERS, LLC

376

Jun 30, 26

+376

0.00%

Aptus Capital Advisors, LLC

358

Jun 30, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

296

Jun 30, 26

-300

0.00%

FAS Wealth Partners, Inc.

292

Jun 30, 26

0.00%

Silver Grove Financial Group, Inc.

289

Jun 30, 26

-3.69K

0.00%

Kings Path Partners LLC

280

Jun 30, 26

0.00%

BFSG, LLC

257

Jun 30, 26

0.00%

West Financial Advisors, LLC

250

Jun 30, 26

0.00%

Versant Capital Management, Inc

241

Jun 30, 26

0.00%

Cranbrook Wealth Management, LLC

221

Jun 30, 26

+221

0.00%

Pacific Center for Financial Services

184

Jun 30, 26

0.00%

Larson Financial Group LLC

150

Jun 30, 26

0.00%

Horizon Investments, LLC

106

Jun 30, 26

-304

0.00%

SIMPLEX TRADING, LLC

Jun 30, 26

+98

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Jun 30, 26

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+62

0.00%

Integrity Financial Corp /WA

Jun 30, 26

0.00%

Abound Wealth Management

Jun 30, 26

0.00%

MANNING & NAPIER ADVISORS LLC

Jun 30, 26

0.00%

LAM GROUP, INC.

Jun 30, 26

-5

0.00%

Prudent Man Investment Management, Inc.

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

-548

0.00%

GTS SECURITIES LLC

Jun 30, 26

-31.75K

Spire Wealth Management

Jun 30, 26

-1.65K

HRT FINANCIAL LP

Jun 30, 26

-12.26K

Measured Wealth Private Client Group, LLC

Jun 30, 26

-116

CONSILIO WEALTH ADVISORS, LLC

Jun 30, 26

-5.51K

SHP Wealth Management

Jun 30, 26

-424

Atomi Financial Group, Inc.

Jun 30, 26

-5.56K

GEN Financial Management, INC.

Jun 30, 26

-30.36K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-65

GUARDIAN WEALTH ADVISORS, LLC / NC

Jun 30, 26

-334

Broadhurst Jeffrey B

Jun 30, 26

-35.78K

Ameritas Advisory Services, LLC

Jun 30, 26

-5.68K

Reyes Financial Architecture, Inc.

Jun 30, 26

-6.33K

Sound Income Strategies, LLC

Jun 30, 26

-1

JANE STREET GROUP, LLC

Jun 30, 26

-8.78K

Willis Johnson & Associates, Inc.

Jun 30, 26

-6.76K

Clarion Wealth Managment Partners, LLC

Jun 30, 26

-5.65K

Balance Wealth, LLC

Jun 30, 26

-45.62K

Tower Research Capital LLC (TRC)

Jun 30, 26

-22.46K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-10.66K

WealthShield Partners, LLC

Jun 30, 26

-3.82K

GK Wealth Management LLC

Jun 30, 26

-309.77K

MARSHALL INVESTMENT MANAGEMENT, LLC

Jun 30, 26

-574

Archer Investment Corp

Jun 30, 26

-1.21K

Wright Fund Management, LLC

Jun 30, 26

-299.35K

Selective Wealth Management, Inc.

Jun 30, 26

-5.42K

Golden State Equity Partners

Jun 30, 26

-35.49K

Team Financial Group, LLC

Jun 30, 26

-744

Ronald Blue Trust, Inc.

Jun 30, 26

-115.58K

XTX Topco Ltd

Jun 30, 26

-11.91K

MERCER GLOBAL ADVISORS INC /ADV

48.73M

Mar 31, 26

+3.94M

16.28%

Colony Group, LLC

20.39M

Mar 31, 26

+1.08M

6.81%

Forum Financial Management, LP

8.46M

Mar 31, 26

+441.97K

2.83%

Pure Financial Advisors, LLC

7.83M

Mar 31, 26

+275.62K

2.61%

Allworth Financial LP

4.47M

Mar 31, 26

+1.36M

1.49%

Apella Capital, LLC

3.89M

Mar 31, 26

+1.29M

1.30%

ENVESTNET ASSET MANAGEMENT INC

3.66M

Mar 31, 26

+587.75K

1.22%

Buckingham Strategic Partners

3.30M

Mar 31, 26

+509.58K

1.10%

Foster Group, Inc.

3.07M

Mar 31, 26

+99.30K

1.03%

BANK OF MONTREAL /CAN/

2.73M

Mar 31, 26

+138.84K

0.91%

Clearstead Advisors, LLC

2.72M

Mar 31, 26

+2.72M

0.91%

ALESCO ADVISORS LLC

2.63M

Mar 31, 26

+13.97K

0.88%

RW Investment Management LLC

2.59M

Mar 31, 26

+2.59M

0.86%

TCI Wealth Advisors, Inc.

2.52M

Mar 31, 26

+323.62K

0.84%

PARK AVENUE SECURITIES LLC

2.48M

Mar 31, 26

+193.89K

0.83%

Aprio Wealth Management, LLC

2.46M

Mar 31, 26

-5.98K

0.82%

Bouchey Financial Group Ltd

2.16M

Mar 31, 26

+17.25K

0.72%

UBS Group AG

2.15M

Mar 31, 26

+206.18K

0.72%

Beaird Harris Wealth Management, LLC

2.14M

Mar 31, 26

+90.92K

0.71%

HighTower Advisors, LLC

2.11M

Mar 31, 26

-229.44K

0.70%

FINANCIAL CONSULATE, INC

2.04M

Mar 31, 26

+50.53K

0.68%

HB Wealth Management, LLC

1.99M

Mar 31, 26

+159.06K

0.66%

Beacon Pointe Advisors, LLC

1.89M

Mar 31, 26

+307.66K

0.63%

RAYMOND JAMES FINANCIAL INC

1.66M

Mar 31, 26

-207.40K

0.56%

Planning Center, Inc.

1.65M

Mar 31, 26

+34.78K

0.55%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.55M

Mar 31, 26

-1.26M

0.52%

BANK OF AMERICA CORP /DE/

1.43M

Mar 31, 26

+87.51K

0.48%

SATOVSKY ASSET MANAGEMENT LLC

1.31M

Mar 31, 26

+39.51K

0.44%

Retirement Solution Inc.

1.31M

Mar 31, 26

+13.05K

0.44%

Vestmark Advisory Solutions, Inc.

1.31M

Mar 31, 26

+66.12K

0.44%

Symmetry Partners, LLC

1.29M

Mar 31, 26

+68.13K

0.43%

PHILLIPS FINANCIAL MANAGEMENT, LLC

1.25M

Mar 31, 26

-97.82K

0.42%

Safeguard Investment Advisory Group, LLC

1.23M

Mar 31, 26

-37.76K

0.41%

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

1.19M

Mar 31, 26

-5.69K

0.40%

Eqis Capital Management, Inc.

1.19M

Mar 31, 26

-194.35K

0.40%

Catalyst Capital Advisors LLC

1.17M

Mar 31, 26

+186.10K

0.39%

Millburn Ridgefield Corp

1.17M

Mar 31, 26

+186.10K

0.39%

Greenspring Advisors, LLC

1.15M

Mar 31, 26

+36.22K

0.38%

HARBOUR INVESTMENTS, INC.

1.10M

Mar 31, 26

+488.51K

0.37%

Chicago Partners Investment Group LLC

1.09M

Mar 31, 26

+27.12K

0.37%

FULTON BANK, N.A.

1.08M

Mar 31, 26

+43.39K

0.36%

Vise Technologies, Inc.

1.03M

Mar 31, 26

0.34%

EXENCIAL WEALTH ADVISORS, LLC

1.01M

Mar 31, 26

+193.14K

0.34%

FORVIS Wealth Advisors, LLC

976.05K

Mar 31, 26

-36.72K

0.33%

Bridgewater Advisors Inc.

967.30K

Mar 31, 26

+54.98K

0.32%

Resources Investment Advisors, LLC.

919.94K

Mar 31, 26

-22.89K

0.31%

Baird Financial Group, Inc.

835.00K

Mar 31, 26

+29.54K

0.28%

Sequoia Financial Advisors, LLC

820.35K

Mar 31, 26

-33.02K

0.27%

GeoWealth Management, LLC

761.44K

Mar 31, 26

+27.48K

0.25%

AE Wealth Management LLC

744.85K

Mar 31, 26

+39.75K

0.25%

Efficient Advisors, LLC

715.58K

Mar 31, 26

-414.46K

0.24%

SAX WEALTH ADVISORS, LLC

706.91K

Mar 31, 26

-2.29K

0.24%

LIBERTY WEALTH MANAGEMENT LLC

701.17K

Mar 31, 26

+3.58K

0.23%

LVZ, Inc.

687.26K

Mar 31, 26

-1.13M

0.23%

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

678.28K

Mar 31, 26

+8.62K

0.23%

Arlington Financial Advisors, LLC

672.97K

Mar 31, 26

+70.75K

0.22%

COMMONWEALTH EQUITY SERVICES, LLC

654.86K

Mar 31, 26

+17.04K

0.22%

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.

642.12K

Mar 31, 26

+26.08K

0.21%

JPMORGAN CHASE & CO

642.11K

Mar 31, 26

+141.93K

0.21%

Savant Capital, LLC

634.96K

Mar 31, 26

-386.44K

0.21%

CVA Family Office, LLC

633.99K

Mar 31, 26

+112.50K

0.21%

LPL Financial LLC

613.66K

Mar 31, 26

-2.04K

0.20%

Lutz Financial Services LLC

578.16K

Mar 31, 26

+15.79K

0.19%

WCG Wealth Advisors LLC

548.67K

Mar 31, 26

+25.35K

0.18%

G2 CAPITAL MANAGEMENT, LLC / OH

545.53K

Mar 31, 26

+8.03K

0.18%

Premier Financial Group

544.51K

Mar 31, 26

+20.53K

0.18%

Opus Capital Group, LLC

539.41K

Mar 31, 26

+4.20K

0.18%

Integrated Wealth Concepts LLC

531.56K

Mar 31, 26

+145.14K

0.18%

Midwest Heritage Bank, FSB

527.82K

Mar 31, 26

+39.43K

0.18%

NewEdge Advisors, LLC

480.08K

Mar 31, 26

-50.70K

0.16%

INTREPID CAPITAL MANAGEMENT INC

471.20K

Mar 31, 26

+9.13K

0.16%

STIFEL FINANCIAL CORP

457.07K

Mar 31, 26

-11.46K

0.15%

Syverson Strege & Co

455.69K

Mar 31, 26

+12.68K

0.15%

HUTCHINSON CAPITAL MANAGEMENT/CA

448.33K

Mar 31, 26

+776

0.15%

ADVISOR GROUP HOLDINGS, INC.

430.94K

Mar 31, 26

-147.76K

0.14%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

427.84K

Mar 31, 26

+19.69K

0.14%

Level Financial Advisors, Inc.

419.39K

Mar 31, 26

+13.98K

0.14%

ROYAL BANK OF CANADA

403.50K

Mar 31, 26

-55.53K

0.13%

PINNACLE ASSOCIATES LTD

395.58K

Mar 31, 26

-1.91K

0.13%

Pinnacle Wealth Management Advisory Group, LLC

395.58K

Mar 31, 26

-1.91K

0.13%

Austin Asset Management Co Inc

385.86K

Mar 31, 26

+13.03K

0.13%

Gemmer Asset Management LLC

358.00K

Mar 31, 26

+7.69K

0.12%

Applied Capital LLC

351.63K

Mar 31, 26

+14.09K

0.12%

Cambridge Investment Research Advisors, Inc.

346.26K

Mar 31, 26

+207.45K

0.12%

Cerity Partners LLC

343.96K

Mar 31, 26

+325.58K

0.11%

MONETA GROUP INVESTMENT ADVISORS LLC

333.17K

Mar 31, 26

+5.66K

0.11%

CLARIS ADVISORS, LLC / MO /

329.33K

Mar 31, 26

+7.13K

0.11%

M Holdings Securities, Inc.

301.92K

Mar 31, 26

+2.15K

0.10%

Wright Fund Management, LLC

299.35K

Mar 31, 26

+299.35K

0.10%

UBS ASSET MANAGEMENT AMERICAS INC

287.88K

Mar 31, 26

+287.88K

0.10%

RAFFA WEALTH MANAGEMENT, LLC

285.58K

Mar 31, 26

+12.28K

0.10%

RFG Advisory, LLC

284.99K

Mar 31, 26

-52.71K

0.10%

Invst, LLC

279.57K

Mar 31, 26

-1.46K

0.09%

Arkadios Wealth Advisors

269.07K

Mar 31, 26

-9.20K

0.09%

MML INVESTORS SERVICES, LLC

258.22K

Mar 31, 26

+33.58K

0.09%

Financial Engines Advisors L.L.C.

256.84K

Mar 31, 26

-4.58K

0.09%

VANCE WEALTH, INC.

256.47K

Mar 31, 26

+6.21K

0.09%

AdvisorNet Financial, Inc

251.92K

Mar 31, 26

+17.16K

0.08%

WESCAP Management Group, Inc.

246.40K

Mar 31, 26

+16.84K

0.08%

WorthPointe, LLC

245.52K

Mar 31, 26

+96.62K

0.08%

Index Fund Advisors, Inc.

244.82K

Mar 31, 26

+126.68K

0.08%

Dynamic Advisor Solutions LLC

241.81K

Mar 31, 26

+5.64K

0.08%

Kestra Advisory Services, LLC

231.44K

Mar 31, 26

+29.55K

0.08%

Miracle Mile Advisors, LLC

229.56K

Mar 31, 26

+23.21K

0.08%

FIDUCIARY FINANCIAL GROUP, LLC

224.60K

Mar 31, 26

-15.40K

0.08%

Betterment LLC

224.36K

Mar 31, 26

+12.95K

0.07%

CARDIFF PARK ADVISORS, LLC

221.81K

Mar 31, 26

+15

0.07%

Crown Wealth Group, LLC

211.24K

Mar 31, 26

-4.34K

0.07%

Archford Capital Strategies, LLC

209.99K

Mar 31, 26

-17.19K

0.07%

Quantinno Capital Management LP

208.42K

Mar 31, 26

+29.61K

0.07%

Shore Point Advisors, LLC

200.40K

Mar 31, 26

+8.11K

0.07%

Private Advisor Group, LLC

195.46K

Mar 31, 26

+30.96K

0.07%

Security Financial Services, INC.

194.94K

Mar 31, 26

+3.36K

0.07%

Disciplined Investments, LLC

191.63K

Mar 31, 26

+26.24K

0.06%

REDW Wealth LLC

186.62K

Mar 31, 26

-57.27K

0.06%

Ullmann Wealth Partners Group, LLC

181.20K

Mar 31, 26

-94.59K

0.06%

Waycross Investment Management Co

180.48K

Mar 31, 26

-11.13K

0.06%

Cartesian Growth Corp

176.30K

Mar 31, 26

-861.10K

0.06%

Tortoise Investment Management, LLC

172.15K

Mar 31, 26

+35.39K

0.06%

Rockefeller Capital Management L.P.

168.60K

Mar 31, 26

+5.09K

0.06%

Helen Stephens Group, LLC

157.69K

Mar 31, 26

+42.14K

0.05%

Financial Connections Group, Inc.

150.50K

Mar 31, 26

+17.29K

0.05%

JONES FINANCIAL COMPANIES LLLP

149.47K

Mar 31, 26

+41.20K

0.05%

JACKSON THORNTON ASSET MANAGEMENT, LLC

148.89K

Mar 31, 26

+49.97K

0.05%

Acorn Wealth Advisors, LLC

145.93K

Mar 31, 26

+28.76K

0.05%

Layline Advisors, LLC

143.41K

Mar 31, 26

+143.41K

0.05%

Waterfront Wealth Inc.

142.36K

Mar 31, 26

+38.28K

0.05%

Schubert & Co

135.08K

Mar 31, 26

+20.14K

0.05%

BetterWealth, LLC

128.95K

Mar 31, 26

-4.58K

0.04%

CreativeOne Wealth, LLC

128.83K

Mar 31, 26

-2.49K

0.04%

Cherry Tree Wealth Management, LLC

123.94K

Mar 31, 26

+4.36K

0.04%

Creative Planning

123.72K

Mar 31, 26

+46.57K

0.04%

NORTHWEST WEALTH MANAGEMENT, LLC

116.67K

Mar 31, 26

+26.81K

0.04%

Ronald Blue Trust, Inc.

115.58K

Mar 31, 26

+3.78K

0.04%

L & S Advisors Inc

114.92K

Mar 31, 26

+961

0.04%

Capital Investment Advisory Services, LLC

114.27K

Mar 31, 26

+3.26K

0.04%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

111.01K

Mar 31, 26

+4.06K

0.04%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

109.84K

Mar 31, 26

+2.80K

0.04%

PFG Advisors

109.27K

Mar 31, 26

+7.67K

0.04%

EverSource Wealth Advisors, LLC

106.98K

Mar 31, 26

-162.69K

0.04%

Bryant Woods Investment Advisors, LLC

103.44K

Mar 31, 26

+14.36K

0.03%

City State Bank

103.29K

Mar 31, 26

+25.45K

0.03%

TRANSCEND CAPITAL ADVISORS, LLC

103.08K

Mar 31, 26

+1.11K

0.03%

AQR CAPITAL MANAGEMENT LLC

101.87K

Mar 31, 26

+21.82K

0.03%

MORGAN STANLEY

98.32K

Mar 31, 26

-5.21K

0.03%

Evanson Asset Management, LLC

96.67K

Mar 31, 26

+7.86K

0.03%

DOPKINS WEALTH MANAGEMENT, LLC

93.53K

Mar 31, 26

+5.48K

0.03%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

93.41K

Mar 31, 26

+23.60K

0.03%

Intelligence Driven Advisers, LLC

86.63K

Mar 31, 26

-5.57K

0.03%

Summit Wealth Group, LLC

86.33K

Mar 31, 26

+3.41K

0.03%

Caprock Group, LLC

84.91K

Mar 31, 26

+89

0.03%

XY Planning Network, Inc.

81.28K

Mar 31, 26

+4.26K

0.03%

CAPTRUST FINANCIAL ADVISORS

79.89K

Mar 31, 26

-13.57K

0.03%

Investmark Advisory Group LLC

75.89K

Mar 31, 26

-262

0.03%

Wealthspire Advisors, LLC

75.87K

Mar 31, 26

-18.67K

0.03%

SIGNATUREFD, LLC

75.28K

Mar 31, 26

+56.42K

0.03%

BKA Wealth Consulting, Inc.

74.62K

Mar 31, 26

+23

0.02%

NWAM LLC

70.84K

Mar 31, 26

+3.36K

0.02%

TRUIST FINANCIAL CORP

68.89K

Mar 31, 26

-9.78K

0.02%

Clear Creek Financial Management, LLC

67.89K

Mar 31, 26

+8.76K

0.02%

CITIGROUP INC

66.67K

Mar 31, 26

+16.89K

0.02%

Atria Investments, Inc

62.81K

Mar 31, 26

+62.81K

0.02%

First Heartland Consultants, Inc.

62.63K

Mar 31, 26

+62.63K

0.02%

Washington Trust Advisors, Inc.

61.17K

Mar 31, 26

-1.36K

0.02%

CHOREO, LLC

60.33K

Mar 31, 26

+52.60K

0.02%

GREAT VALLEY ADVISOR GROUP, INC.

59.31K

Mar 31, 26

+11.26K

0.02%

Qube Research & Technologies Ltd

59.23K

Mar 31, 26

-43.72K

0.02%

Dorsey & Whitney Trust CO LLC

57.67K

Mar 31, 26

+13.22K

0.02%

Simplicity Wealth,LLC

57.47K

Mar 31, 26

-8.34K

0.02%

FIRETHORN WEALTH PARTNERS, LLC

57.08K

Mar 31, 26

-773

0.02%

KEB ASSET MANAGEMENT, LLC

56.36K

Mar 31, 26

-3.69K

0.02%

CHERRYDALE WEALTH MANAGEMENT, LLC

55.19K

Mar 31, 26

+141

0.02%

Merit Financial Group, LLC

53.97K

Mar 31, 26

+47.13K

0.02%

MSA Advisors, LLC

53.73K

Mar 31, 26

+53.73K

0.02%

Brookstone Capital Management

52.76K

Mar 31, 26

+19.26K

0.02%

Beacon Financial Advisory LLC

50.55K

Mar 31, 26

+352

0.02%

SageView Advisory Group, LLC

49.88K

Mar 31, 26

-2.33K

0.02%

MATTERN CAPITAL MANAGEMENT, LLC

49.59K

Mar 31, 26

+16.34K

0.02%

Accretive Wealth Partners, LLC

46.16K

Mar 31, 26

+46.16K

0.02%

EP Wealth Advisors, LLC

44.38K

Mar 31, 26

+102

0.01%

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

44.16K

Mar 31, 26

+2.35K

0.01%

Rehmann Capital Advisory Group

39.83K

Mar 31, 26

-967

0.01%

Inspire Advisors, LLC

38.83K

Mar 31, 26

+38.83K

0.01%

SEI INVESTMENTS CO

36.93K

Mar 31, 26

+10.81K

0.01%

Golden State Equity Partners

35.49K

Mar 31, 26

+10.50K

0.01%

Samalin Investment Counsel, LLC

33.46K

Mar 31, 26

+2.68K

0.01%

GTS SECURITIES LLC

31.75K

Mar 31, 26

+31.75K

0.01%

Canvas Wealth Advisors, LLC

30.98K

Mar 31, 26

+30.98K

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

29.89K

Mar 31, 26

+508

0.01%

SRS Capital Advisors, Inc.

29.66K

Mar 31, 26

+5.00K

0.01%

BRIGHTON JONES LLC

28.79K

Mar 31, 26

+28.79K

0.01%

TCFG WEALTH MANAGEMENT, LLC

24.58K

Mar 31, 26

-572

0.01%

WEALTHSPAN PARTNERS, LLC

22.58K

Mar 31, 26

-803

0.01%

Modera Wealth Management, LLC

22.51K

Mar 31, 26

-58

0.01%

Tower Research Capital LLC (TRC)

22.46K

Mar 31, 26

+21.32K

0.01%

Glassy Mountain Advisors, Inc.

22.29K

Mar 31, 26

+953

0.01%

Herold Advisors, Inc.

21.93K

Mar 31, 26

+212

0.01%

Hardy Reed LLC

21.76K

Mar 31, 26

+10.03K

0.01%

Kingsview Wealth Management, LLC

21.33K

Mar 31, 26

-1.57K

0.01%

Mattern Wealth Management LLC

21.09K

Mar 31, 26

-18.59K

0.01%

Oder Investment Management, LLC

20.52K

Mar 31, 26

+3.48K

0.01%

tru Independence LLC

19.89K

Mar 31, 26

-6.41K

0.01%

Summit Financial, LLC

19.25K

Mar 31, 26

+8.45K

0.01%

Hutchens & Kramer Investment Management Group, LLC

19.02K

Mar 31, 26

+4.66K

0.01%

SC&H Financial Advisors, Inc.

18.73K

Mar 31, 26

-637

0.01%

Gibraltar Capital Management, Inc.

18.68K

Mar 31, 26

+100

0.01%

ASPIRIANT, LLC

17.30K

Mar 31, 26

0.01%

Lauterbach Financial Advisors, LLC

16.96K

Mar 31, 26

+3.78K

0.01%

BIP Wealth, LLC

16.87K

Mar 31, 26

-6.48K

0.01%

Steward Partners Investment Advisory, LLC

16.63K

Mar 31, 26

-1.23K

0.01%

Shearwater Capital LLC

16.57K

Mar 31, 26

0.01%

Freedom Day Solutions, LLC

16.21K

Mar 31, 26

+16.21K

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

16.18K

Mar 31, 26

+1.89K

0.01%

Prime Capital Investment Advisors, LLC

16.12K

Mar 31, 26

+428

0.01%

Csenge Advisory Group

15.59K

Mar 31, 26

-870

0.01%

FMR LLC

15.05K

Mar 31, 26

+11.12K

0.01%

Cetera Investment Advisers

14.99K

Mar 31, 26

-59

0.01%

Stewardship Advisors, LLC

14.89K

Mar 31, 26

+139

0.00%

Bedel Financial Consulting, Inc.

14.82K

Mar 31, 26

+9.15K

0.00%

Heritage Investment Group, Inc.

14.79K

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

14.68K

Mar 31, 26

+976

0.00%

Nova R Wealth, Inc.

14.57K

Mar 31, 26

+37

0.00%

CARY STREET PARTNERS FINANCIAL LLC

14.57K

Mar 31, 26

-1.86K

0.00%

IFP Advisors, Inc

13.83K

Mar 31, 26

0.00%

Avondale Wealth Management

13.51K

Mar 31, 26

+3.59K

0.00%

AWM CAPITAL, LLC

13.46K

Mar 31, 26

+35

0.00%

Fortis Capital Management LLC

13.42K

Mar 31, 26

0.00%

Unison Advisors LLC

13.34K

Mar 31, 26

+35

0.00%

Plancorp, LLC

13.00K

Mar 31, 26

+2.73K

0.00%

Global Trust Asset Management, LLC

12.72K

Mar 31, 26

0.00%

HRT FINANCIAL LP

12.26K

Mar 31, 26

+12.26K

0.00%

FIFTH THIRD BANCORP

12.05K

Mar 31, 26

+12.05K

0.00%

Quad-Cities Investment Group, LLC

12.01K

Mar 31, 26

+1.29K

0.00%

XTX Topco Ltd

11.91K

Mar 31, 26

+6.05K

0.00%

AlphaCore Capital LLC

11.60K

Mar 31, 26

-100

0.00%

Badgley Phelps Wealth Managers, LLC

11.51K

Mar 31, 26

0.00%

ANGELES WEALTH MANAGEMENT, LLC

11.48K

Mar 31, 26

0.00%

Nalls Sherbakoff Group, LLC

11.28K

Mar 31, 26

0.00%

Rockbridge Investment Management, LCC

10.86K

Mar 31, 26

0.00%

Perigon Wealth Management, LLC

10.85K

Mar 31, 26

0.00%

Disciplined Equity Management, Inc.

10.84K

Mar 31, 26

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

10.69K

Mar 31, 26

-892

0.00%

SEGALL BRYANT & HAMILL, LLC

10.66K

Mar 31, 26

+10.66K

0.00%

Accurate Wealth Management, LLC

10.56K

Mar 31, 26

+10.56K

0.00%

HANOVER ADVISORS INC

10.43K

Mar 31, 26

0.00%

Delos Wealth Advisors, LLC

10.02K

Mar 31, 26

+10.02K

0.00%

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

9.90K

Mar 31, 26

-1.55K

0.00%

Belpointe Asset Management LLC

9.70K

Mar 31, 26

-2.71K

0.00%

US BANCORP \DE\

9.64K

Mar 31, 26

+62

0.00%

Advisory Services Network, LLC

9.25K

Mar 31, 26

-119

0.00%

IHT Wealth Management, LLC

9.23K

Mar 31, 26

+9.23K

0.00%

Zhang Financial LLC

8.97K

Mar 31, 26

-5.75K

0.00%

BROWN ADVISORY INC

8.83K

Mar 31, 26

0.00%

JANE STREET GROUP, LLC

8.78K

Mar 31, 26

+8.78K

0.00%

SIGNET FINANCIAL MANAGEMENT, LLC

8.32K

Mar 31, 26

-1.04K

0.00%

Hilltop Holdings Inc.

8.26K

Mar 31, 26

+470

0.00%

Delap Wealth Advisory, LLC

8.19K

Mar 31, 26

+634

0.00%

MISSION WEALTH MANAGEMENT, LP

7.73K

Mar 31, 26

0.00%

Saxony Capital Management, LLC

7.50K

Mar 31, 26

0.00%

HANCOCK WHITNEY CORP

7.48K

Mar 31, 26

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

7.45K

Mar 31, 26

+211

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

7.05K

Mar 31, 26

+678

0.00%

NORTHERN TRUST CORP

6.87K

Mar 31, 26

+462

0.00%

Tufton Capital Management

6.76K

Mar 31, 26

+6.76K

0.00%

Willis Johnson & Associates, Inc.

6.76K

Mar 31, 26

-4

0.00%

Aspire Private Capital, LLC

6.69K

Mar 31, 26

-193

0.00%

Thrive Wealth Management, LLC

6.47K

Mar 31, 26

+6.47K

0.00%

Bank of New York Mellon Corp

6.44K

Mar 31, 26

+6.44K

0.00%

IFG Advisory, LLC

6.41K

Mar 31, 26

+6.41K

0.00%

Fundamentum, LLC

6.40K

Mar 31, 26

-5.77K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

6.35K

Mar 31, 26

-2.99K

0.00%

MGO ONE SEVEN LLC

6.13K

Mar 31, 26

-16.47K

0.00%

Ausdal Financial Partners, Inc.

5.95K

Mar 31, 26

0.00%

GOLDMAN SACHS GROUP INC

5.91K

Mar 31, 26

+5.91K

0.00%

Ameritas Advisory Services, LLC

5.68K

Mar 31, 26

-1.82K

0.00%

Pasadena Private Wealth, LLC

5.67K

Mar 31, 26

+5.67K

0.00%

DIXON FNANCIAL SERVICES, INC.

5.57K

Mar 31, 26

+182

0.00%

Pinnacle Bancorp, Inc.

5.52K

Mar 31, 26

-23

0.00%

CONSILIO WEALTH ADVISORS, LLC

5.51K

Mar 31, 26

+5.51K

0.00%

Total Clarity Wealth Management, Inc.

5.47K

Mar 31, 26

+70

0.00%

HOLLENCREST CAPITAL MANAGEMENT

5.45K

Mar 31, 26

0.00%

Selective Wealth Management, Inc.

5.42K

Mar 31, 26

+5.42K

0.00%

CWM, LLC

3.90K

Mar 31, 26

-45.83K

0.00%

WealthShield Partners, LLC

3.82K

Mar 31, 26

+10

0.00%

ASSETMARK, INC

3.42K

Mar 31, 26

+3.20K

0.00%

UMB Bank, n.a.

3.37K

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

3.24K

Mar 31, 26

+3.24K

0.00%

Tradewinds Capital Management, LLC

3.19K

Mar 31, 26

0.00%

SJS Investment Consulting Inc.

3.17K

Mar 31, 26

+322

0.00%

HM PAYSON & CO

2.60K

Mar 31, 26

0.00%

Morse Asset Management, Inc

2.26K

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

2.23K

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

2.18K

Mar 31, 26

+1.75K

0.00%

MAI Capital Management

1.87K

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

1.76K

Mar 31, 26

+1.76K

0.00%

Spire Wealth Management

1.65K

Mar 31, 26

-12.15K

0.00%

CX Institutional

1.64K

Mar 31, 26

0.00%

Triumph Capital Management

1.57K

Mar 31, 26

0.00%

Archer Investment Corp

1.21K

Mar 31, 26

+1.21K

0.00%

Asset Dedication, LLC

1.20K

Mar 31, 26

0.00%

Hurley Capital, LLC

966

Mar 31, 26

+966

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

883

Mar 31, 26

+428

0.00%

Geneos Wealth Management Inc.

880

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

879

Mar 31, 26

0.00%

Team Financial Group, LLC

744

Mar 31, 26

0.00%

1620 INVESTMENT ADVISORS, INC.

596

Mar 31, 26

+300

0.00%

ROTHSCHILD INVESTMENT LLC

582

Mar 31, 26

-532

0.00%

CoreCap Advisors, LLC

549

Mar 31, 26

+548

0.00%

Salomon & Ludwin, LLC

524

Mar 31, 26

0.00%

Providence Capital Advisors, LLC

493

Mar 31, 26

0.00%

Glassman Wealth Services

461

Mar 31, 26

0.00%

DecisionPoint Financial, LLC

430

Mar 31, 26

0.00%

SHP Wealth Management

424

Mar 31, 26

+424

0.00%

Parallel Advisors, LLC

423

Mar 31, 26

0.00%

Horizon Investments, LLC

410

Mar 31, 26

+205

0.00%

Aptus Capital Advisors, LLC

358

Mar 31, 26

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

334

Mar 31, 26

+334

0.00%

FAS Wealth Partners, Inc.

291

Mar 31, 26

0.00%

BFSG, LLC

257

Mar 31, 26

0.00%

West Financial Advisors, LLC

250

Mar 31, 26

0.00%

Versant Capital Management, Inc

241

Mar 31, 26

0.00%

Pacific Center for Financial Services

184

Mar 31, 26

+184

0.00%

Larson Financial Group LLC

150

Mar 31, 26

0.00%

Measured Wealth Private Client Group, LLC

116

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

Mar 31, 26

0.00%

Integrity Financial Corp /WA

Mar 31, 26

0.00%

MANNING & NAPIER ADVISORS LLC

Mar 31, 26

0.00%

Pinnacle Wealth Planning Services, Inc.

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

Wealthcare Advisory Partners LLC

Mar 31, 26

-46.59K

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-26.90K

First Command Advisory Services, Inc.

Mar 31, 26

-2.35K

Westwood Wealth Management

Mar 31, 26

-18.14K

TUCKER ASSET MANAGEMENT LLC

Mar 31, 26

-290

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-14

Stratos Wealth Partners, LTD.

Mar 31, 26

-6.39K

Altman Advisors, Inc.

Mar 31, 26

-21.29K

CGN Advisors LLC

Mar 31, 26

-12.60K

Integrated Advisors Network LLC

Mar 31, 26

-27.56K

FIRST AMERICAN TRUST, FSB

Mar 31, 26

-8.29K

AXXCESS WEALTH MANAGEMENT, LLC

Mar 31, 26

-136.77K

Capital Planning Advisors, LLC

Mar 31, 26

-8.21K

Quent Capital, LLC

Mar 31, 26

-430

Clarius Group, LLC

1.32M

Dec 31, 25

+21.45K

0.44%

Grunden Financial Advisory, Inc.

986.71K

Dec 31, 25

+16.44K

0.33%

Edge Financial Advisors LLC

265.61K

Dec 31, 25

+11.94K

0.09%

Austin Private Wealth, LLC

87.01K

Dec 31, 25

+3.34K

0.03%

O'Brien Wealth Partners LLC

13.26K

Dec 31, 25

+13.26K

0.00%

COMERICA BANK

12.01K

Dec 31, 25

+2.06K

0.00%

CIBC Private Wealth Group, LLC

4.49K

Dec 31, 25

+25

0.00%

Wealthstream Advisors, Inc.

1.10M

Sep 30, 25

+40.32K

0.37%

PBMares Wealth Management LLC

663.15K

Sep 30, 25

+76.71K

0.22%

Fortress Wealth Management, Inc.

481.90K

Sep 30, 25

+8.26K

0.16%

ASSET PLANNING CORPORATION

476.75K

Sep 30, 25

+12.12K

0.16%

Binnacle Investments Inc

247.42K

Sep 30, 25

+8.77K

0.08%

Full Sail Capital, LLC

16.26K

Sep 30, 25

+16.26K

0.01%

Moloney Securities Asset Management, LLC

10.43K

Sep 30, 25

-1.45K

0.00%

Lowe Wealth Advisors, LLC

1.78K

Sep 30, 25

0.00%

Blue Oak Capital, LLC

204.36K

Jun 30, 25

-20.73K

0.07%

Good Life Advisors, LLC

67.74K

Jun 30, 25

+1.56K

0.02%

Atria Wealth Solutions, Inc.

29.60K

Jun 30, 25

+2.08K

0.01%

Benchmark Wealth Management, LLC

27.37K

Jun 30, 25

+6.44K

0.01%

Congress Wealth Management LLC / DE /

24.58K

Jun 30, 25

+1.23K

0.01%

Christopher J. Hasenberg, Inc

22.54K

Jun 30, 25

-844.19K

0.01%

Martin Worley Group

16.97K

Jun 30, 25

-310

0.01%

AVANTAX ADVISORY SERVICES, INC.

15.83K

Jun 30, 25

0.01%

Iron Horse Wealth Management, LLC

Jun 30, 25

0.00%

BLACK POINT WEALTH MANAGEMENT

Jun 30, 25

-11.76K

Capital A Wealth Management, LLC

Jun 30, 25

-29

Vista Wealth Management Group, LLC

7.05M

Mar 31, 25

+141.16K

2.35%

Aveo Capital Partners, LLC

358.46K

Mar 31, 25

+20.00K

0.12%

Orion Portfolio Solutions, LLC

55.44K

Mar 31, 25

+18.81K

0.02%

Delta Financial Group, Inc.

7.97K

Mar 31, 25

0.00%

Sabal Trust CO

6.13K

Mar 31, 25

+6.13K

0.00%

Centered Wealth LLC dba Miller Equity Capital Advisors

Mar 31, 25

-15.76K

Merriman Wealth Management, LLC

8.15M

Dec 31, 24

-191.90K

2.72%

Carlson Capital Management

74.31K

Dec 31, 24

-6.42K

0.02%

Peninsula Wealth, LLC

37.15K

Dec 31, 24

+615

0.01%

Householder Group Estate & Retirement Specialist, LLC

349

Dec 31, 24

+349

0.00%

Raymond James Financial Services Advisors, Inc.

1.15M

Sep 30, 24

+71.49K

0.38%

RAYMOND JAMES & ASSOCIATES

424.35K

Sep 30, 24

+110.69K

0.14%

Waypoint Capital Advisors, LLC

216.86K

Sep 30, 24

-65.64K

0.07%

Annapolis Financial Services, LLC

21.46K

Sep 30, 24

-968

0.01%

Kingfisher Capital LLC

21.35K

Sep 30, 24

+8.60K

0.01%

RAYMOND JAMES TRUST N.A.

13.48K

Sep 30, 24

+2.51K

0.00%

Aspire Wealth Management Corp

6.93K

Sep 30, 24

+67

0.00%

BUCKINGHAM STRATEGIC WEALTH, LLC

2.10M

Jun 30, 24

+238.83K

0.70%

WALDEN WEALTH PARTNERS LLC

174.40K

Jun 30, 24

+1.72K

0.06%

KARPAS STRATEGIES, LLC

98.38K

Jun 30, 24

+28.00K

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

182

Jun 30, 24

+182

0.00%

Paragon Wealth Strategies, LLC

1.07M

Dec 31, 23

+1.07M

0.36%

Landmark Financial Advisors, LLC

158.63K

Dec 31, 23

+9.75K

0.05%

WEALTHSOURCE PARTNERS, LLC

75.65K

Dec 31, 23

-1.48K

0.03%

3D/L Capital Management, LLC

1.19M

Sep 30, 23

-87.27K

0.40%

PATHSTONE FAMILY OFFICE, LLC

1.12M

Sep 30, 23

-1.20M

0.38%

TRIAD FINANCIAL ADVISORS, INC.

511.06K

Sep 30, 23

+164.22K

0.17%

Steward Financial Group LLC

141.98K

Sep 30, 23

+42.82K

0.05%

Column Capital Advisors, LLC

1.47K

Sep 30, 23

+470

0.00%

Quantitative Advantage, LLC

2.04M

Mar 31, 23

+2.04M

0.68%

Laurel Wealth Advisors, Inc.

119.22K

Dec 31, 22

+119.22K

0.04%

Align Wealth Management, LLC

57.93K

Dec 31, 22

+57.93K

0.02%

Sanford Advisory Services, LLC

41.81K

Dec 31, 22

+41.81K

0.01%

Equius Partners, Inc.

30.85K

Dec 31, 22

+8.42K

0.01%

Burleson & Company, LLC

2.58K

Dec 31, 22

+578

0.00%

DOWLING & YAHNKE LLC

161.01K

Sep 30, 22

+161.01K

0.05%

BALASA DINVERNO & FOLTZ LLC

34.28K

Sep 30, 22

+34.28K

0.01%

WIPFLI FINANCIAL ADVISORS LLC,

2.08K

Sep 30, 22

+2.08K

0.00%