How many institutions own DFAI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own DFAI shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Dimensional - International Core Equity Market ETF stock?

CI PRIVATE WEALTH, LLC, in the last quarter, reduced its stake in DFAI by -4.49% restricting it's holding to 3.07 million shares of worth nearly $126.82M. COLDSTREAM CAPITAL MANAGEMENT INC also lessened -49.48% of the DFAI shares from its portfolio, reducing its holding to 5.64 million shares of worth $232.50M. also shunned DFAI shares holding by -0.35% last quarter which brought its holding to 1.82 million shares worth $75.22M.

Investors who are buying DFAI stock?

As per its latest 13F filing, WNY ASSET MANAGEMENT, LLC increased its stake in DFAI by 16.91% in the last quarter. The institutional holder raised its holding to 1.69 million shares having worth more than $69.59M. FINANCIAL MANAGEMENT PROFESSIONALS, INC. also added 2.33% more shares of DFAI to its portfolio, raising its holding to 1.73 million shares of worth $71.53M. SAVANT CAPITAL, LLC also increased its DFAI shares holding by 42.62% which brought its holding to 1.8 million shares worth $74.88M.

DFAI's major insiders: who are they?

The insider with the most stakes in DFAI is N/A , N/A at the company. Additionally, DFAI stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell DFAI stock?

Company executives, directors, and other insiders own N/A percent of Dimensional - International Core Equity Market ETF's stock. Within the last six months, there have been 0 transaction(s) in which DFAI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased DFAI stock?

There have been 0 transaction(s) during the past 6-months in which Dimensional - International Core Equity Market ETF insiders have bought stock, totalling 0 shares

How much of DFAI does insiders own?

Around 0 Dimensional - International Core Equity Market ETF shares are held by insiders, which represents about N/A of DFAI stock.

Who is the insider with the largest stake?

DFAI N/A, N/A holds the largest portfolio of the company's shares. DFAI shares owned by N/A total nearly -.

Which institution holds the most shares in DFAI?

WNY ASSET MANAGEMENT, LLC is the largest institutional owner in DFAI which holds 1.69 million shares worth $69.59M or 0.42% of the total DFAI shares outstanding followed by FINANCIAL MANAGEMENT PROFESSIONALS, INC. with ownership of 1.73 million shares representing 0.43% of the DFAI ownership. SAVANT CAPITAL, LLC is the third largest stakeholder with 1.8 million shares or 0.45% of the ownership worth more than $74.88M.

Is Dimensional - International Core Equity Market ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the DFAI is concerned, it is a stock which is not optionable.

Is there a short position on DFAI's shares?

Number of DFAI shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding DFAI shares are there?

As of today, null shares of DFAI are outstanding.

Is there many float in DFAI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, DFAI has null shares in float.

DFAI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for DFAI is null.

Dimensional - International Core Equity Market ETF (DFAI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. WNY ASSET MANAGEMENT, LLC is the top corporate investor, holding 1.69M shares valued at $69.59M. A 0.42% stake in Dimensional - International Core Equity Market ETF is owned by the company. FINANCIAL MANAGEMENT PROFESSIONALS, INC. owns 1.73M shares valued at $71.53M, which translates its holding of 0.43% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	WNY ASSET MANAGEMENT, LLC	0.42%	1.69M	69.59M	243.97K	+16.91%
Jun 30, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.43%	1.73M	71.53M	39.55K	+2.33%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.45%	1.8M	74.88M	538.87K	+42.62%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.77%	3.07M	126.82M	-144.49K	-4.49%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.86%	3.44M	141.96M	927.43K	+36.89%
Jun 30, 2026	MCKINLEY CARTER WEALTH SERVICES, INC.	0.91%	3.64M	150.04M	152.72K	+4.38%
Jun 30, 2026	MOISAND FITZGERALD TAMAYO, LLC	0.92%	3.69M	152.35M	93.99K	+2.61%
Jun 30, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	1.41%	5.64M	232.5M	-5.52M	-49.48%
Jun 30, 2026	ROYAL BANK OF CANADA	1.62%	6.47M	267M	572.6K	+9.70%
Jun 30, 2026	SYM FINANCIAL CORP	1.68%	6.73M	277.58M	210.76K	+3.23%
Jun 30, 2026		0.46%	1.82M	75.22M	-6.47K	-0.35%
Jun 30, 2026	RAM INVESTMENT PARTNERS, LLC	0.48%	1.93M	79.78M	24.32K	+1.27%
Jun 30, 2026	CERITY PARTNERS LLC	0.49%	1.96M	80.93M	685.48K	+53.72%
Jun 30, 2026	WEALTH DIMENSIONS GROUP, LTD.	0.37%	1.46M	60.37M	40.92K	+2.88%
Jun 30, 2026	BRIDGEWATER ADVISORS INC.	0.37%	1.49M	63.14M	79.21K	+5.60%
Jun 30, 2026	NORTHERN TRUST CORP	1.97%	7.87M	324.55M	992.67K	+14.44%
Jun 30, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	2.46%	9.83M	405.6M	721.53K	+7.92%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	2.6%	10.41M	429.39M	1.51M	+17.03%
Jun 30, 2026	PRUDENTIAL FINANCIAL INC	3.74%	14.95M	616.63M	3.69M	+32.76%
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	3.82%	15.27M	629.97M	359.33K	+2.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	6.94%	27.76M	1.15B	1.8M	+6.95%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.57%	2.29M	94.45M	140.46K	+6.54%
Jun 30, 2026	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.61%	2.44M	100.68M	135.55K	+5.88%
Jun 30, 2026	CLEARSTEAD ADVISORS, LLC	0.71%	2.84M	117.34M	129.96K	+4.79%
Jun 30, 2026	BERMAN MCALEER LLC	0.46%	1.82M	75.22M	-6.47K	-0.35%
Jun 30, 2026	WEALTHSPIRE ADVISORS, LLC	0.5%	2M	82.59M	10.92K	+0.55%
Jun 30, 2026	RVW WEALTH, LLC	0.38%	1.53M	63.01M	71.14K	+4.88%
Jun 30, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.4%	1.58M	65.28M	54.39K	+3.56%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.45%	1.82M	74.88M	-16.67K	-0.91%
Jun 30, 2026	LVZ, INC.	0.73%	2.92M	120.41M	22.55K	+0.78%
Jun 30, 2026	ONE CAPITAL MANAGEMENT, LLC	0.74%	2.96M	115.14M	0	0
Jun 30, 2026	UBS GROUP AG	1.14%	4.57M	188.39M	372.17K	+8.87%
Jun 30, 2026	HARBOUR INVESTMENTS, INC.	0.32%	1.28M	52.6M	476	+0.04%
Jun 30, 2026	AQUIRE WEALTH ADVISORS, LLC	0.33%	1.31M	54.2M	94.25K	+7.73%
Jun 30, 2026	NEWEDGE ADVISORS, LLC	0.35%	1.4M	57.67M	114.91K	+8.96%
Jun 30, 2026	APTUS CAPITAL ADVISORS, LLC	0.36%	1.44M	59.28M	643.35K	+81.05%
Jun 30, 2026	FIRST NATIONAL ADVISERS, LLC	0.36%	1.44M	59.47M	-18.78K	-1.29%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.5%	2.01M	82.79M	124.24K	+6.60%
Jun 30, 2026	ZHANG FINANCIAL LLC	0.53%	2.11M	87.08M	267.34K	+14.50%
Jun 30, 2026	COLONY GROUP, LLC	0.56%	2.24M	92.49M	-33.68K	-1.48%
Jun 30, 2026	FIRST NATIONAL BANK OF OMAHA	0.65%	2.62M	107.9M	79.27K	+3.13%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.66%	2.63M	108.56M	282.66K	+12.03%
Jun 30, 2026	CURATED WEALTH PARTNERS LLC	0.67%	2.67M	9.23M	1.96M	+278.98%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.69%	2.75M	113.54M	10.92K	+0.40%
Jun 30, 2026	LPL FINANCIAL LLC	1.19%	4.75M	196.1M	740.45K	+18.45%
Jun 30, 2026	MARQUETTE ASSET MANAGEMENT, LLC	0.56%	2.24M	92.61M	28.85K	+1.30%
Jun 30, 2026	MASECO LLP	0.59%	2.38M	98.12M	110.73K	+4.88%
Jun 30, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.6%	2.4M	99.05M	846.28K	+54.42%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.6%	2.41M	99.57M	190.49K	+8.57%
Jun 30, 2026	PIONEER WEALTH MANAGEMENT GROUP	0.38%	1.52M	62.6M	96.8K	+6.81%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.65%	2.59M	107.03M	304.53K	+13.30%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.74%	2.97M	122.64M	582.88K	+24.39%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.71%	2.83M	116.64M	112.39K	+4.14%
Jun 30, 2026	PURE FINANCIAL ADVISORS, LLC	0.73%	2.93M	120.72M	-19.35K	-0.66%
Jun 30, 2026	ANNEX ADVISORY SERVICES, LLC	1.03%	4.13M	170.31M	216.43K	+5.53%
Jun 30, 2026	MAI CAPITAL MANAGEMENT	1.04%	4.17M	172.07M	2.98M	+249.96%
Jun 30, 2026	MARINER, LLC	1.09%	4.35M	179.44M	70.38K	+1.64%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	1.12%	4.5M	185.43M	1.09M	+31.89%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	1.13%	4.53M	186.8M	361.38K	+8.67%
Jun 30, 2026	BRIGHTON JONES LLC	0.42%	1.66M	68.48M	75.68K	+4.78%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.53%	2.15M	83.73M	185.74K	+9.46%
Mar 31, 2026	MASECO LLP	0.56%	2.27M	88.35M	199.93K	+9.67%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.32%	1.16M	45.02M	42.13K	+3.78%
Mar 31, 2026	MATHER GROUP, LLC.	0.33%	1.15M	44.98M	77.99K	+7.24%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.34%	1.21M	47.13M	396.42K	+48.75%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.46%	1.88M	73.36M	152.95K	+8.84%
Mar 31, 2026	GREAT POINT WEALTH ADVISORS, LLC	0.34%	1.23M	47.78M	4.91K	+0.40%
Mar 31, 2026	AQUIRE WEALTH ADVISORS, LLC	0.35%	1.22M	47.52M	11.76K	+0.97%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.35%	1.26M	49.26M	215.08K	+20.50%
Mar 31, 2026	BRIDGEWATER ADVISORS INC.	0.39%	1.41M	58.9M	93.21K	+7.05%
Mar 31, 2026	RVW WEALTH, LLC	0.36%	1.46M	56.74M	-37.99K	-2.54%
Mar 31, 2026	SYM FINANCIAL CORP	1.6%	6.52M	253.96M	-90.06K	-1.36%
Mar 31, 2026	EVOKE WEALTH, LLC	0.72%	2.94M	114.35M	253.76K	+9.46%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.72%	2.96M	115.14M	134.71K	+4.78%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	0.72%	2.95M	114.77M	-52.16K	-1.74%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.79%	3.22M	125.27M	-102.12K	-3.07%
Mar 31, 2026	BEDEL FINANCIAL CONSULTING, INC.	0.37%	1.53M	59.53M	69.86K	+4.79%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.38%	1.56M	60.58M	122.52K	+8.55%
Mar 31, 2026	BRIGHTON JONES LLC	0.44%	1.58M	61.73M	103.48K	+6.99%
Mar 31, 2026	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.42%	1.69M	66.02M	29.92K	+1.80%
Mar 31, 2026	KESTRA INVESTMENT MANAGEMENT, LLC	0.44%	1.81M	70.37M	709.09K	+64.63%
Mar 31, 2026	CLEARSTEAD ADVISORS, LLC	0.67%	2.71M	105.77M	62.15K	+2.34%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.67%	2.72M	105.78M	60.68K	+2.29%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.67%	2.74M	106.81M	34.37K	+1.27%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.84%	3.41M	129.89M	0	0
Mar 31, 2026	WNY ASSET MANAGEMENT, LLC	0.35%	1.44M	56.22M	1.44M	+100.00%
Mar 31, 2026	MCKINLEY CARTER WEALTH SERVICES, INC.	0.85%	3.48M	135.76M	2.66M	+322.45%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.62%	2.51M	97.95M	5.18K	+0.21%
Mar 31, 2026	FIRST NATIONAL BANK OF OMAHA	0.62%	2.54M	98.82M	557.67K	+28.18%
Mar 31, 2026	MOISAND FITZGERALD TAMAYO, LLC	0.88%	3.6M	140.23M	-28.39K	-0.78%
Mar 31, 2026	ANNEX ADVISORY SERVICES, LLC	0.96%	3.91M	152.42M	3.91M	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.98%	4.01M	156.37M	692.68K	+20.86%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	1.02%	4.17M	162.35M	198.55K	+5.00%
Mar 31, 2026	UBS GROUP AG	1.03%	4.19M	163.44M	210.41K	+5.28%
Mar 31, 2026	MARINER, LLC	1.05%	4.28M	166.74M	421.67K	+10.93%
Mar 31, 2026	ROYAL BANK OF CANADA	1.45%	5.9M	229.87M	684.02K	+13.11%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.49%	1.99M	77.58M	-56.3K	-2.75%
Mar 31, 2026	WEALTH DIMENSIONS GROUP, LTD.	0.4%	1.42M	55.43M	51.84K	+3.78%
Mar 31, 2026		0.45%	1.83M	71.3M	35.63K	+1.99%
Mar 31, 2026	PIONEER WEALTH MANAGEMENT GROUP	0.4%	1.42M	55.35M	100.8K	+7.64%
Mar 31, 2026	FIRST NATIONAL ADVISERS, LLC	0.36%	1.46M	56.9M	192.66K	+15.20%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.45%	1.83M	71.38M	-73.31K	-3.85%
Mar 31, 2026	MARQUETTE ASSET MANAGEMENT, LLC	0.54%	2.22M	86.34M	11.11K	+0.50%
Mar 31, 2026	KLAAS FINANCIAL ASSET ADVISORS, LLC	0.56%	2.31M	89.81M	2.29M	+11,435.64%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.59%	2.39M	93.12M	1.21M	+102.75%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.18%	8.89M	346.55M	272.84K	+3.16%
Mar 31, 2026	WILEY BROS.-AINTREE CAPITAL, LLC	2.23%	9.11M	355.04M	741.6K	+8.87%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	2.73%	11.16M	434.64M	154.39K	+1.40%
Mar 31, 2026	ZHANG FINANCIAL LLC	0.45%	1.84M	71.83M	18.84K	+1.03%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.56%	2.29M	89.22M	195.16K	+9.32%
Mar 31, 2026	LVZ, INC.	0.71%	2.9M	112.84M	1.03M	+55.43%
Mar 31, 2026	NORTHERN TRUST CORP	1.68%	6.88M	267.86M	695.19K	+11.25%
Mar 31, 2026	PRUDENTIAL FINANCIAL INC	2.76%	11.26M	438.67M	-3.44M	-23.38%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	3.65%	14.91M	581M	14.91M	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	6.36%	25.96M	1.01B	15.93M	+158.85%
Mar 31, 2026	RAM INVESTMENT PARTNERS, LLC	0.47%	1.91M	74.4M	52.26K	+2.81%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.54%	2.22M	86.59M	439.41K	+24.63%
Mar 31, 2026	COLONY GROUP, LLC	0.56%	2.28M	89.1M	-12.34K	-0.54%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.58%	2.35M	91.52M	593.46K	+33.80%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	2.5%	8.36M	316.65M	315.44K	+3.92%
Dec 31, 2025	BRIDGEWATER ADVISORS INC.	0.42%	1.32M	52.14M	98.43K	+8.05%
Dec 31, 2025	AQUIRE WEALTH ADVISORS, LLC	0.38%	1.21M	46.04M	-41.33K	-3.31%
Dec 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.61%	2.05M	78.03M	-117.79K	-5.44%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.79%	2.65M	101.09M	23.03K	+0.88%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.79%	2.51M	95.62M	41.65K	+1.69%
Dec 31, 2025	EVOKE WEALTH, LLC	0.79%	2.68M	102.19M	308.3K	+12.99%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.81%	2.71M	103.17M	43.32K	+1.63%
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.84%	2.82M	107.49M	204.09K	+7.80%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.84%	2.65M	101.16M	126.1K	+4.99%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.95%	3M	114.25M	17.26K	+0.58%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.98%	3.32M	126.42M	2.41M	+264.22%
Dec 31, 2025	LPL FINANCIAL LLC	0.98%	3.32M	126.56M	360.12K	+12.16%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.33%	1.11M	42.43M	110.16K	+10.98%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	1.01%	3.41M	129.89M	2.58M	+309.48%
Dec 31, 2025	ROYAL BANK OF CANADA	1.55%	5.22M	198.79M	389.06K	+8.06%
Dec 31, 2025	JANE STREET GROUP, LLC	0.56%	1.9M	72.41M	1.1M	+137.50%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	0.56%	1.91M	72.61M	1.91M	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.62%	2.09M	79.84M	1.35M	+180.86%
Dec 31, 2025	GREAT POINT WEALTH ADVISORS, LLC	0.39%	1.22M	46.55M	-41.98K	-3.32%
Dec 31, 2025	FIRST NATIONAL ADVISERS, LLC	0.4%	1.27M	48.32M	42.58K	+3.47%
Dec 31, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.41%	1.37M	52.24M	77.94K	+6.03%
Dec 31, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.42%	1.32M	50.31M	63.48K	+5.05%
Dec 31, 2025	MCILRATH & ECK, LLC	0.44%	1.4M	53.19M	16.88K	+1.22%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.45%	1.43M	54.59M	-810	-0.06%
Dec 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.46%	1.46M	55.57M	19.66K	+1.37%
Dec 31, 2025	BRIGHTON JONES LLC	0.47%	1.48M	56.44M	107.58K	+7.83%
Dec 31, 2025	RVW WEALTH, LLC	0.47%	1.49M	56.95M	-6.23K	-0.41%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	1.73M	65.93M	69.09K	+4.16%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	1.76M	66.91M	122.89K	+7.53%
Dec 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.53%	1.66M	63.44M	-31.61K	-1.86%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.53%	1.78M	67.98M	-552.12K	-23.64%
Dec 31, 2025	RAM INVESTMENT PARTNERS, LLC	0.55%	1.86M	70.79M	91.88K	+5.20%
Dec 31, 2025	LVZ, INC.	0.55%	1.86M	71.02M	-1.18K	-0.06%
Dec 31, 2025		0.57%	1.79M	68.38M	66.14K	+3.83%
Dec 31, 2025	ZHANG FINANCIAL LLC	0.58%	1.82M	69.54M	39.27K	+2.20%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.58%	1.96M	74.82M	1.67M	+573.57%
Dec 31, 2025	FIRST NATIONAL BANK OF OMAHA	0.59%	1.98M	75.41M	87.99K	+4.65%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.61%	1.93M	75.05M	32.24K	+1.70%
Dec 31, 2025	MASECO LLP	0.65%	2.07M	78.82M	121.98K	+6.27%
Dec 31, 2025	COLONY GROUP, LLC	0.68%	2.29M	87.2M	-54.42K	-2.32%
Dec 31, 2025	MARQUETTE ASSET MANAGEMENT, LLC	0.7%	2.21M	84.03M	13.86K	+0.63%
Dec 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	1.15%	3.63M	138.25M	34.39K	+0.96%
Dec 31, 2025	MARINER, LLC	1.15%	3.86M	147.03M	313.4K	+8.84%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	1.18%	3.97M	151.24M	189.28K	+5.01%
Dec 31, 2025	UBS GROUP AG	1.18%	3.98M	151.85M	102.85K	+2.65%
Dec 31, 2025	NORTHERN TRUST CORP	1.85%	6.18M	235.52M	488.14K	+8.58%
Dec 31, 2025	SYM FINANCIAL CORP	1.97%	6.61M	251.85M	-87.89K	-1.31%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.35%	1.18M	44.93M	696.96K	+144.62%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	2.56%	8.62M	328.59M	443.14K	+5.42%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.97%	10.03M	382.2M	77.87K	+0.78%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	3.26%	11M	419.27M	-80.37K	-0.73%
Dec 31, 2025	PRUDENTIAL FINANCIAL INC	4.36%	14.7M	560.05M	-1.42M	-8.79%
Dec 31, 2025	PRUDENT MAN INVESTMENT MANAGEMENT, INC.	0.31%	1.06M	40.23M	535.37K	+102.93%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.32%	1.05M	40.2M	28.43K	+2.77%
Dec 31, 2025	JFS WEALTH ADVISORS, LLC	0.32%	1.01M	38.59M	11.6K	+1.16%
Dec 31, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.32%	1.09M	41.39M	13.03K	+1.21%
Dec 31, 2025	KESTRA INVESTMENT MANAGEMENT, LLC	0.33%	1.1M	41.81M	165.73K	+17.79%
Dec 31, 2025	MATHER GROUP, LLC.	0.34%	1.08M	41.03M	53K	+5.18%
Dec 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.37%	1.18M	45.05M	3.71K	+0.32%
Sep 30, 2025	CHICO WEALTH RIA	0.28%	922.53K	33.53M	19.27K	+2.13%
Sep 30, 2025	WNY ASSET MANAGEMENT, LLC	0.53%	1.72M	62.38M	29.81K	+1.77%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	1.63M	59.35M	67.38K	+4.30%
Sep 30, 2025	MCILRATH & ECK, LLC	0.43%	1.38M	50.12M	32.21K	+2.39%
Sep 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.33%	1.07M	39.01M	25.29K	+2.41%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	4.98%	16.11M	585.64M	0	0
Sep 30, 2025	MATHER GROUP, LLC.	0.32%	1.02M	37.2M	-17.42K	-1.67%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.31%	1M	36.46M	-37.64K	-3.62%
Sep 30, 2025	JFS WEALTH ADVISORS, LLC	0.31%	1M	36.39M	-8.01K	-0.79%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.29%	931.45K	33.86M	94.95K	+11.35%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.28%	908.6K	33.03M	-22.19K	-2.38%
Sep 30, 2025	LRI INVESTMENTS, LLC	0.28%	896.03K	32.57M	-6.39K	-0.71%
Sep 30, 2025	ANNANDALE CAPITAL, LLC	0.27%	885.64K	321.93M	48.43K	+5.78%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.27%	884.71K	32.16M	15.77K	+1.81%
Sep 30, 2025	SC&H FINANCIAL ADVISORS, INC.	0.26%	853.26K	31.02M	35.61K	+4.35%
Sep 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.26%	851.85K	31.17M	87.25K	+11.41%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.81%	2.63M	95.58M	32.72K	+1.26%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.44%	1.43M	52.1M	18.22K	+1.29%
Sep 30, 2025	RVW WEALTH, LLC	0.46%	1.5M	54.55M	18.82K	+1.27%
Sep 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.44%	1.44M	52.29M	33.56K	+2.39%
Sep 30, 2025	BRIGHTON JONES LLC	0.42%	1.37M	49.92M	112.44K	+8.92%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.41%	1.32M	48M	114.28K	+9.47%
Sep 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.4%	1.29M	47M	54.31K	+4.38%
Sep 30, 2025	GREAT POINT WEALTH ADVISORS, LLC	0.39%	1.26M	45.93M	1.26M	+100.00%
Sep 30, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.39%	1.26M	45.67M	114.86K	+10.06%
Sep 30, 2025	HEMINGTON WEALTH MANAGEMENT	0.48%	1.57M	57.03M	94.58K	+6.41%
Sep 30, 2025	ROYAL BANK OF CANADA	1.49%	4.83M	175.46M	170.75K	+3.67%
Sep 30, 2025	MARINER, LLC	1.09%	3.54M	128.85M	345.45K	+10.80%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.82%	2.66M	96.83M	78.85K	+3.05%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.81%	2.62M	95.11M	1.57M	+149.23%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	3.42%	11.08M	402.83M	5.3M	+91.51%
Sep 30, 2025	COLONY GROUP, LLC	0.72%	2.34M	85.17M	226.53K	+10.71%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.72%	2.34M	85.81M	388.73K	+19.96%
Sep 30, 2025	MARQUETTE ASSET MANAGEMENT, LLC	0.68%	2.19M	79.65M	40.55K	+1.89%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.67%	2.17M	78.71M	-17.44K	-0.80%
Sep 30, 2025	MASECO LLP	0.6%	1.95M	70.71M	145.79K	+8.10%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	1.89M	69.44M	182.43K	+10.66%
Sep 30, 2025	FIRST NATIONAL BANK OF OMAHA	0.58%	1.89M	68.73M	56.71K	+3.09%
Sep 30, 2025	LVZ, INC.	0.58%	1.86M	67.78M	-192.09K	-9.34%
Sep 30, 2025	RAM INVESTMENT PARTNERS, LLC	0.55%	1.77M	64.18M	71.24K	+4.20%
Sep 30, 2025		0.53%	1.73M	62.82M	1.73M	+100.00%
Sep 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.52%	1.7M	61.66M	59.92K	+3.66%
Sep 30, 2025	NORTHERN TRUST CORP	1.76%	5.69M	206.9M	89.2K	+1.59%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.78%	2.53M	91.91M	192.95K	+8.26%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.76%	2.47M	89.69M	163.36K	+7.09%
Sep 30, 2025	EVOKE WEALTH, LLC	0.73%	2.37M	86.26M	100.52K	+4.42%
Sep 30, 2025	ZHANG FINANCIAL LLC	0.55%	1.79M	64.9M	48.55K	+2.80%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	2.49%	8.05M	292.35M	841.23K	+11.67%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.32%	1.03M	37.31M	39.34K	+3.99%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	1.82%	5.9M	231.07M	5.7M	+2,963.55%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.07%	9.95M	361.72M	703.7K	+7.61%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.53%	8.18M	297.3M	625.14K	+8.28%
Sep 30, 2025	SYM FINANCIAL CORP	2.07%	6.7M	243.41M	81.86K	+1.24%
Sep 30, 2025	UBS GROUP AG	1.2%	3.88M	141.1M	570.3K	+17.22%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	1.17%	3.78M	137.37M	975.09K	+34.77%
Sep 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	1.11%	3.59M	130.62M	27.53K	+0.77%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.92%	2.98M	108.35M	75.51K	+2.60%
Sep 30, 2025	LPL FINANCIAL LLC	0.91%	2.96M	107.62M	830.01K	+38.95%
Sep 30, 2025	AQUIRE WEALTH ADVISORS, LLC	0.39%	1.25M	45.41M	49.93K	+4.16%
Sep 30, 2025	FIRST NATIONAL ADVISERS, LLC	0.38%	1.23M	44.54M	20.48K	+1.70%
Sep 30, 2025	BRIDGEWATER ADVISORS INC.	0.38%	1.22M	44.54M	152.74K	+14.27%
Sep 30, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.36%	1.18M	42.83M	143.52K	+13.87%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.51%	1.66M	60.37M	100.19K	+6.42%
Jun 30, 2025	LRI INVESTMENTS, LLC	0.3%	902.41K	31.2M	8.73K	+0.98%
Jun 30, 2025	AQUIRE WEALTH ADVISORS, LLC	0.4%	1.2M	41.46M	-146.64K	-10.89%
Jun 30, 2025	FIRST NATIONAL ADVISERS, LLC	0.41%	1.2M	41.65M	39.19K	+3.36%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.41%	1.21M	41.7M	88.63K	+7.93%
Jun 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.42%	1.24M	42.82M	28.65K	+2.37%
Jun 30, 2025	BRIGHTON JONES LLC	0.43%	1.26M	43.59M	69.71K	+5.85%
Jun 30, 2025	MCILRATH & ECK, LLC	0.45%	1.35M	46.56M	13.95K	+1.05%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.66%	1.95M	67.31M	693.29K	+55.29%
Jun 30, 2025	LVZ, INC.	0.69%	2.06M	71.1M	-6.95K	-0.34%
Jun 30, 2025	UBS GROUP AG	1.12%	3.31M	114.47M	68.26K	+2.10%
Jun 30, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.35%	1.05M	36.22M	34.79K	+3.43%
Jun 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.35%	1.05M	36.29M	365.86K	+53.49%
Jun 30, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.39%	1.14M	39.47B	36.61K	+3.31%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.39%	1.15M	39.88M	-26.12K	-2.21%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.19%	3.52M	121.46M	-289.46K	-7.60%
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	1.2%	3.57M	123.27M	-86.9K	-2.38%
Jun 30, 2025	NORTHERN TRUST CORP	1.89%	5.6M	193.68M	702.81K	+14.34%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	1.95%	5.79M	200.04M	5.79M	+100.00%
Jun 30, 2025	SYM FINANCIAL CORP	2.23%	6.61M	228.67M	-56.64K	-0.85%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	2.43%	7.21M	249.91M	1.55M	+27.50%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	2.55%	7.55M	261.13M	548.41K	+7.83%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.12%	9.25M	319.68M	1.81M	+24.41%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	5.44%	16.11M	556.96M	-2.64M	-14.09%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.29%	868.94K	30.04M	44.1K	+5.35%
Jun 30, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.47%	1.4M	48.57M	27.47K	+1.99%
Jun 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.48%	1.42M	48.92M	-96.47K	-6.38%
Jun 30, 2025	HEMINGTON WEALTH MANAGEMENT	0.5%	1.47M	50.97M	52.95K	+3.72%
Jun 30, 2025	RVW WEALTH, LLC	0.5%	1.48M	51.23M	-36.8K	-2.42%
Jun 30, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.55%	1.64M	56.57M	2.47K	+0.15%
Jun 30, 2025	COLONY GROUP, LLC	0.71%	2.12M	73.15M	279.2K	+15.20%
Jun 30, 2025	LPL FINANCIAL LLC	0.72%	2.13M	73.66M	752.1K	+54.55%
Jun 30, 2025	MARQUETTE ASSET MANAGEMENT, LLC	0.73%	2.15M	74.35M	15.55K	+0.73%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.74%	2.18M	75.46M	-55.74K	-2.49%
Jun 30, 2025	EVOKE WEALTH, LLC	0.77%	2.27M	78.56M	257.39K	+12.77%
Jun 30, 2025	MASECO LLP	0.61%	1.8M	62.21M	1.8M	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.78%	2.3M	79.65M	71.14K	+3.19%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.79%	2.34M	80.74M	492.87K	+26.75%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.98%	2.91M	100.43M	144	+0.01%
Jun 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.95%	2.8M	96.94M	-498.51K	-15.09%
Jun 30, 2025	ZHANG FINANCIAL LLC	0.59%	1.74M	60.05M	76.03K	+4.58%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	1.71M	59.38M	147.51K	+9.43%
Jun 30, 2025	RAM INVESTMENT PARTNERS, LLC	0.57%	1.69M	58.57M	59.2K	+3.62%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.53%	1.57M	54.12M	89.49K	+6.06%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.53%	1.56M	53.95M	1.15M	+281.28%
Jun 30, 2025	CITADEL ADVISORS LLC	0.39%	1.14M	39.45M	1.12M	+4,361.07%
Jun 30, 2025	SOUTHSTATE CORP	0.38%	1.13M	39.18M	-412.04K	-26.66%
Jun 30, 2025	BRIDGEWATER ADVISORS INC.	0.36%	1.07M	37.05M	96.22K	+9.88%
Jun 30, 2025	MARINER, LLC	1.08%	3.2M	110.6M	322.57K	+11.21%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.87%	2.59M	89.36M	61.06K	+2.42%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.88%	2.6M	89.77M	-6.91K	-0.27%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.57%	1.69M	58.3M	52.37K	+3.21%
Jun 30, 2025	ROYAL BANK OF CANADA	1.57%	4.66M	160.97M	753.56K	+19.31%
Jun 30, 2025		0.61%	1.8M	62.21M	1.8M	+100.00%
Jun 30, 2025	MATHER GROUP, LLC.	0.35%	1.04M	35.98M	24.59K	+2.42%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	1.04M	35.98M	96.08K	+10.17%
Jun 30, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.35%	1.03M	35.77M	-111.22K	-9.71%
Jun 30, 2025	JFS WEALTH ADVISORS, LLC	0.34%	1.01M	34.88M	-25.58K	-2.47%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.33%	987.09K	34.12M	72.01K	+7.87%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.33%	965.27K	33.37M	-8.46K	-0.87%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.31%	930.8K	32.18M	30.65K	+3.41%
Jun 30, 2025	CHICO WEALTH RIA	0.3%	903.26K	31.23M	-21.1K	-2.28%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	2.48%	7.01M	218.78M	1.01M	+16.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	2.63%	7.43M	232.13M	1.45M	+24.16%
Mar 31, 2025	SPINNAKER INVESTMENT GROUP, LLC	0.41%	1.15M	35.79M	-198.27K	-14.75%
Mar 31, 2025	BRIGHTON JONES LLC	0.42%	1.19M	37.2M	118.07K	+11.00%
Mar 31, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.43%	1.21M	37.79M	75.94K	+6.70%
Mar 31, 2025	GREAT POINT WEALTH ADVISORS, LLC	0.47%	1.32M	41.16M	-3.79K	-0.29%
Mar 31, 2025	MCILRATH & ECK, LLC	0.47%	1.33M	41.62M	80.46K	+6.42%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.58%	1.63M	51.03M	-4.68K	-0.29%
Mar 31, 2025	RAM INVESTMENT PARTNERS, LLC	0.58%	1.64M	51.07M	66.12K	+4.21%
Mar 31, 2025	MARQUETTE ASSET MANAGEMENT, LLC	0.76%	2.14M	66.68M	-7.3K	-0.34%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.89%	2.52M	78.82M	-4.55K	-0.18%
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.92%	2.6M	81.32M	86.04K	+3.42%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	6.64%	18.75M	585.68M	18.75M	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.49%	1.38M	43.06M	618.97K	+81.48%
Mar 31, 2025	BRIDGEWATER ADVISORS INC.	0.34%	973.98K	31.58M	346.73K	+55.28%
Mar 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.54%	1.51M	47.21M	428.84K	+39.61%
Mar 31, 2025	AQUIRE WEALTH ADVISORS, LLC	0.48%	1.35M	42.04M	46.8K	+3.60%
Mar 31, 2025	BEDEL FINANCIAL CONSULTING, INC.	0.49%	1.38M	45.26M	64.61K	+4.92%
Mar 31, 2025	ARISTA WEALTH MANAGEMENT, LLC	0.36%	1.01M	31.64M	16.51K	+1.66%
Mar 31, 2025	MATHER GROUP, LLC.	0.36%	1.02M	31.74M	23.45K	+2.36%
Mar 31, 2025	JFS WEALTH ADVISORS, LLC	0.37%	1.03M	32.31M	2.31K	+0.22%
Mar 31, 2025	PIONEER WEALTH MANAGEMENT GROUP	0.39%	1.11M	34.51B	1.11M	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	1.38%	3.9M	121.88M	265.82K	+7.31%
Mar 31, 2025	NORTHERN TRUST CORP	1.74%	4.9M	153.02M	972.18K	+24.75%
Mar 31, 2025	RVW WEALTH, LLC	0.54%	1.52M	47.43M	-338.55K	-18.23%
Mar 31, 2025	SOUTHSTATE CORP	0.55%	1.55M	48.27M	1.55M	+100.00%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.55%	1.56M	48.83M	-111.37K	-6.65%
Mar 31, 2025	FINANCIAL MANAGEMENT PROFESSIONALS, INC.	0.58%	1.63M	51.03M	121.96K	+8.07%
Mar 31, 2025	BETTERMENT LLC	0.43%	1.22M	38.16M	-4.77K	-0.39%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.44%	1.25M	39.16M	281.37K	+28.93%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.79%	2.23M	69.73M	1.71M	+323.61%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.79%	2.24M	69.91M	102.37K	+4.79%
Mar 31, 2025	ZHANG FINANCIAL LLC	0.59%	1.66M	51.87M	93.76K	+5.98%
Mar 31, 2025	MARINER, LLC	1.02%	2.88M	89.84M	440.02K	+18.06%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	1.29%	3.65M	114.07M	51.88K	+1.44%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.35%	3.81M	118.89M	-388.46K	-9.26%
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	1.03%	2.91M	90.73M	-76.65K	-2.57%
Mar 31, 2025	UBS GROUP AG	1.15%	3.24M	101.28M	78.68K	+2.49%
Mar 31, 2025	HEMINGTON WEALTH MANAGEMENT	0.5%	1.42M	44.39M	1.04M	+275.28%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	1.48M	46.09M	142.98K	+10.73%
Mar 31, 2025	ROOT FINANCIAL PARTNERS, LLC	1.17%	3.3M	103.12M	182.38K	+5.85%
Mar 31, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	0.4%	1.12M	34.9M	119.6K	+11.99%
Mar 31, 2025	FIRST NATIONAL ADVISERS, LLC	0.41%	1.17M	36.4M	78.44K	+7.22%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	0.42%	1.18M	36.84M	-119.77K	-9.22%
Mar 31, 2025	COLONY GROUP, LLC	0.65%	1.84M	57.36M	74.98K	+4.26%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.65%	1.84M	57.54M	237.73K	+14.81%
Mar 31, 2025	EVOKE WEALTH, LLC	0.71%	2.02M	62.93M	172.32K	+9.35%
Mar 31, 2025	LVZ, INC.	0.73%	2.06M	64.45M	122.98K	+6.34%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	2%	5.65M	178.96M	1.53M	+37.00%
Mar 31, 2025	CABLE HILL PARTNERS, LLC	2.02%	5.71M	184.75M	133.97K	+2.40%
Mar 31, 2025	SYM FINANCIAL CORP	2.36%	6.67M	208.34M	22.66K	+0.34%
Mar 31, 2024	DECISIONPOINT FINANCIAL, LLC	0.33%	646.7K	19.12M	-1.93K	-0.30%
Mar 31, 2024	BETTERMENT LLC	0.44%	827.18K	25M	-2.31K	-0.28%
Mar 31, 2024	WEALTH DIMENSIONS GROUP, LTD.	0.45%	829.17K	25.06M	48.87K	+6.26%
Mar 31, 2024	CHICO WEALTH RIA	0.45%	846.66K	25.59M	39.42K	+4.88%
Mar 31, 2024	VANTAGE FINANCIAL PARTNERS LTD., INC.	0.47%	876.02K	26.47M	304.29K	+53.22%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.71%	1.33M	40.12M	331.95K	+33.34%
Mar 31, 2024	RAM INVESTMENT PARTNERS, LLC	0.72%	1.34M	40.43M	85.54K	+6.83%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	1.36M	41.2M	1.36M	+100.00%
Mar 31, 2024	ZHANG FINANCIAL LLC	0.76%	1.41M	42.59M	121.18K	+9.41%
Mar 31, 2024	MCILRATH & ECK, LLC	0.77%	1.43M	43.26M	319.99K	+28.79%
Mar 31, 2024	ROOT FINANCIAL PARTNERS, LLC	0.77%	1.44M	43.57M	194.7K	+15.61%
Mar 31, 2024	PRIVATE OCEAN, LLC	0.81%	1.5M	45.39M	201.08K	+15.45%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.82%	1.53M	46.18M	830.8K	+119.13%
Mar 31, 2024	EVOKE WEALTH, LLC	0.84%	1.57M	47.34M	40.43K	+2.65%
Mar 31, 2024	RVW WEALTH, LLC	0.88%	1.64M	49.55M	73.24K	+4.68%
Mar 31, 2024	NORTHERN TRUST CORP	0.89%	1.73M	52.25M	918.46K	+113.32%
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.98%	1.82M	54.85M	44K	+2.48%
Mar 31, 2024	MARINER, LLC	0.99%	1.84M	55.58M	226.04K	+14.01%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	2.4%	4.69M	141.81M	103.51K	+2.26%
Mar 31, 2024	SYM FINANCIAL CORP	3.27%	6.09M	184.06M	-56.22K	-0.91%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	0.37%	693.17K	20.95M	32.32K	+4.89%
Mar 31, 2024	CREATIVE PLANNING	0.37%	730.23K	22.07M	-25.72K	-3.40%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.38%	703.75K	21.27M	19.01K	+2.78%
Mar 31, 2024	MONUMENT GROUP WEALTH ADVISORS, LLC	0.39%	717.46K	21.68M	78.81K	+12.34%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.39%	729.03K	22.03M	236.07K	+47.89%
Mar 31, 2024	BRIGHTON JONES LLC	0.42%	784.56K	23.71M	63.74K	+8.84%
Mar 31, 2024		0.43%	799.71K	24.17M	799.71K	+100.00%
Mar 31, 2024	MAI CAPITAL MANAGEMENT	0.43%	800.25K	24.18M	369.62K	+85.83%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.43%	842.02K	25.45M	121.95K	+16.94%
Mar 31, 2024	PIONEER WEALTH MANAGEMENT GROUP	0.43%	805.19K	24.33M	111.87K	+16.14%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.43%	807.32K	24.4M	136.32K	+20.32%
Mar 31, 2024	LARSON FINANCIAL GROUP LLC	0.43%	807.33K	24.4M	-50.2K	-5.85%
Mar 31, 2024	PRIVATE CAPITAL MANAGEMENT LLC	0.52%	966.41K	29.2M	104.81K	+12.16%
Mar 31, 2024	JFS WEALTH ADVISORS, LLC	0.52%	969.19K	29.29M	-5.68K	-0.58%
Mar 31, 2024	MATHER GROUP, LLC.	0.53%	994.98K	28.5M	-2.06K	-0.21%
Mar 31, 2024	MISSION WEALTH MANAGEMENT, LP	0.57%	1.06M	31.91M	129.08K	+13.93%
Mar 31, 2024	AQUIRE WEALTH ADVISORS, LLC	0.58%	1.08M	32.54M	46K	+4.46%
Mar 31, 2024	FINANCIAL PLANNING & INFORMATION SERVICES, INC.	0.6%	1.11M	33.51M	24.45K	+2.25%
Mar 31, 2024	BEDEL FINANCIAL CONSULTING, INC.	0.6%	1.12M	33.7M	57.64K	+5.45%
Mar 31, 2024	GREAT POINT WEALTH ADVISORS, LLC	0.63%	1.17M	35.27M	747.27K	+177.95%
Mar 31, 2024	UBS GROUP AG	0.65%	1.27M	38.29M	-771	-0.06%
Mar 31, 2024	SPINNAKER INVESTMENT GROUP, LLC	0.65%	1.21M	36.62M	42.46K	+3.63%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.69%	1.29M	39.05M	45.36K	+3.64%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	0.71%	1.33M	40.08M	620.84K	+88.01%
Mar 31, 2024	ROYAL BANK OF CANADA	1.3%	2.53M	76.52M	67.78K	+2.75%
Mar 31, 2024	LRI INVESTMENTS, LLC	0.43%	799.71K	24.17M	799.71K	+100.00%
Mar 31, 2024	LVZ, INC.	1.01%	1.87M	56.55M	17.41K	+0.94%
Mar 31, 2024	RESOURCES INVESTMENT ADVISORS, LLC.	1.05%	1.96M	59.1M	571.62K	+41.30%
Mar 31, 2024	MARQUETTE ASSET MANAGEMENT, LLC	1.07%	2M	60.34M	4.13K	+0.21%
Mar 31, 2024	MOISAND FITZGERALD TAMAYO, LLC	1.79%	3.33M	100.74M	121.92K	+3.80%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	2.07%	3.85M	116.38M	276.4K	+7.73%
Mar 31, 2024	CABLE HILL PARTNERS, LLC	2.83%	5.28M	149.27M	0	0
Mar 31, 2024	AWM CAPITAL, LLC	0.3%	583.8K	17.64M	-25.04K	-4.11%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.3%	592.04K	17.89M	-12.23K	-2.02%
Mar 31, 2024	VALUED WEALTH ADVISORS LLC	0.31%	603.06K	18.22M	112.28K	+22.88%
Mar 31, 2024	PHYSICIAN WEALTH ADVISORS, INC.	0.32%	620.07K	17.96M	19.28K	+3.21%
Mar 31, 2024	KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC	0.33%	641.52K	19.39M	9.59K	+1.52%
Mar 31, 2024	PERIGON WEALTH MANAGEMENT, LLC	0.34%	664.94K	20.09M	38.64K	+6.17%
Dec 31, 2023	UBS GROUP AG	0.72%	1.27M	36.31M	-108.76K	-7.90%
Dec 31, 2023	ROOT FINANCIAL PARTNERS, LLC	0.71%	1.25M	35.72M	227.78K	+22.34%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.71%	1.25M	35.71M	95.14K	+8.26%
Dec 31, 2023	SPINNAKER INVESTMENT GROUP, LLC	0.66%	1.17M	33.49M	63.78K	+5.77%
Dec 31, 2023	MCILRATH & ECK, LLC	0.63%	1.11M	31.83M	196.06K	+21.42%
Dec 31, 2023	FINANCIAL PLANNING & INFORMATION SERVICES, INC.	0.61%	1.08M	31.06M	145.79K	+15.53%
Dec 31, 2023	ARISTA WEALTH MANAGEMENT, LLC	0.6%	1.06M	30.39M	-155.9K	-12.81%
Dec 31, 2023	BEDEL FINANCIAL CONSULTING, INC.	0.6%	1.06M	30.29M	18.27K	+1.76%
Dec 31, 2023	AQUIRE WEALTH ADVISORS, LLC	0.58%	1.03M	29.52M	24.17K	+2.40%
Dec 31, 2023	MATHER GROUP, LLC.	0.56%	997.04K	28.56M	-43.09K	-4.14%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.56%	995.59K	28.51M	24.4K	+2.51%
Dec 31, 2023	JFS WEALTH ADVISORS, LLC	0.55%	974.87K	27.92M	302.86K	+45.07%
Dec 31, 2023	MISSION WEALTH MANAGEMENT, LP	0.52%	926.81K	26.54M	-21.14K	-2.23%
Dec 31, 2023	PRIVATE CAPITAL MANAGEMENT LLC	0.49%	861.6K	24.68M	121.6K	+16.43%
Dec 31, 2023	LARSON FINANCIAL GROUP LLC	0.48%	857.52K	24.56M	49.19K	+6.09%
Dec 31, 2023	BETTERMENT LLC	0.47%	829.49K	23.76M	256.88K	+44.86%
Dec 31, 2023	NORTHERN TRUST CORP	0.46%	810.49K	23.21M	810.49K	+100.00%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	1%	1.77M	50.72M	201.25K	+12.82%
Dec 31, 2023	LVZ, INC.	1.05%	1.85M	53.1M	-7.94K	-0.43%
Dec 31, 2023	ROYAL BANK OF CANADA	1.39%	2.46M	70.58M	353.17K	+16.73%
Dec 31, 2023	CHICO WEALTH RIA	0.46%	807.24K	23.12M	-5.17K	-0.64%
Dec 31, 2023	WEALTH DIMENSIONS GROUP, LTD.	0.44%	780.3K	22.35M	321.06K	+69.91%
Dec 31, 2023	1900 WEALTH MANAGEMENT LLC	0.43%	762.36K	21.83M	707.93K	+1,300.82%
Dec 31, 2023	CREATIVE PLANNING	0.43%	755.95K	21.65M	109.38K	+16.92%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.41%	731.48K	20.95M	-27.36K	-3.61%
Dec 31, 2023	BRIGHTON JONES LLC	0.41%	720.82K	20.64M	193.84K	+36.78%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.41%	720.07K	20.62M	-9.1K	-1.25%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	0.4%	714.14K	20.45M	16.91K	+2.43%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	0.4%	705.39K	20.2M	329.06K	+87.44%
Dec 31, 2023	MARQUETTE ASSET MANAGEMENT, LLC	1.13%	1.99M	57.07M	527.76K	+36.03%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.39%	697.38K	19.97M	577.94K	+483.88%
Dec 31, 2023	PIONEER WEALTH MANAGEMENT GROUP	0.39%	693.32K	19.86M	221.71K	+47.01%
Dec 31, 2023	APTUS CAPITAL ADVISORS, LLC	0.39%	684.73K	19.61M	13.1K	+1.95%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.38%	670.99K	19.22M	247.03K	+58.27%
Dec 31, 2023	EVOKE WEALTH, LLC	0.86%	1.53M	43.71M	40.17K	+2.70%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.37%	660.85K	18.93M	33.71K	+5.38%
Dec 31, 2023		0.36%	631.93K	18.1M	631.93K	+100.00%
Dec 31, 2023	SYM FINANCIAL CORP	3.48%	6.15M	176.05M	-229.07K	-3.59%
Dec 31, 2023	CABLE HILL PARTNERS, LLC	2.98%	5.28M	149.27M	265.81K	+5.30%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.6%	4.59M	131.43M	119.38K	+2.67%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	2.02%	3.57M	102.38M	192.99K	+5.71%
Dec 31, 2023	MOISAND FITZGERALD TAMAYO, LLC	1.82%	3.21M	91.98M	130.43K	+4.23%
Dec 31, 2023	RVW WEALTH, LLC	0.89%	1.57M	44.86M	145.14K	+10.21%
Dec 31, 2023	MARINER, LLC	0.91%	1.61M	46.2M	25.28K	+1.59%
Dec 31, 2023	RESOURCES INVESTMENT ADVISORS, LLC.	0.78%	1.38M	39.64M	1.37M	+10,434.99%
Dec 31, 2023	PRIVATE OCEAN, LLC	0.74%	1.3M	37.26M	435.66K	+50.34%
Dec 31, 2023	ZHANG FINANCIAL LLC	0.73%	1.29M	36.89M	104.97K	+8.87%

Frequently Asked Questions