How many institutions own DFAS 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 DFAS shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Dimensional - US Small Cap ETF stock?

MASSMUTUAL TRUST CO FSB/ADV, in the last quarter, reduced its stake in DFAS by -2.19% restricting it's holding to 719.31 thousand shares of worth nearly $59.23M. EP WEALTH ADVISORS, LLC also lessened -0.15% of the DFAS shares from its portfolio, reducing its holding to 676.19 thousand shares of worth $55.68M. BEAIRD HARRIS WEALTH MANAGEMENT, LLC also shunned DFAS shares holding by -4.57% last quarter which brought its holding to 505.29 thousand shares worth $41.61M.

Investors who are buying DFAS stock?

As per its latest 13F filing, BERNICKE WEALTH MANAGEMENT, LTD. increased its stake in DFAS by 2.03% in the last quarter. The institutional holder raised its holding to 833.7 thousand shares having worth more than $68.65M. BLEAKLEY FINANCIAL GROUP, LLC also added 9.33% more shares of DFAS to its portfolio, raising its holding to 820.21 thousand shares of worth $67.54M. WEALTH MANAGEMENT NEBRASKA also increased its DFAS shares holding by 7.74% which brought its holding to 808.41 thousand shares worth $66.56M.

DFAS's major insiders: who are they?

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

Did an insider recently sell DFAS stock?

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

Which insider recently purchased DFAS stock?

There have been 0 transaction(s) during the past 6-months in which Dimensional - US Small Cap ETF insiders have bought stock, totalling 0 shares

How much of DFAS does insiders own?

Around 0 Dimensional - US Small Cap ETF shares are held by insiders, which represents about N/A of DFAS stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DFAS?

BERNICKE WEALTH MANAGEMENT, LTD. is the largest institutional owner in DFAS which holds 833.7 thousand shares worth $68.65M or 0.44% of the total DFAS shares outstanding followed by BLEAKLEY FINANCIAL GROUP, LLC with ownership of 820.21 thousand shares representing 0.44% of the DFAS ownership. WEALTH MANAGEMENT NEBRASKA is the third largest stakeholder with 808.41 thousand shares or 0.43% of the ownership worth more than $66.56M.

Is Dimensional - US Small Cap 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 DFAS is concerned, it is a stock which is optionable.

Is there a short position on DFAS's shares?

Number of DFAS 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 DFAS shares are there?

As of today, null shares of DFAS are outstanding.

Is there many float in DFAS 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, DFAS has null shares in float.

DFAS 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 DFAS is null.

Dimensional - US Small Cap ETF (DFAS) 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

OptionableYes

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. BERNICKE WEALTH MANAGEMENT, LTD. is the top corporate investor, holding 833.7K shares valued at $68.65M. A 0.44% stake in Dimensional - US Small Cap ETF is owned by the company. BLEAKLEY FINANCIAL GROUP, LLC owns 820.21K shares valued at $67.54M, which translates its holding of 0.44% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	BERNICKE WEALTH MANAGEMENT, LTD.	0.44%	833.7K	68.65M	16.62K	+2.03%
Jun 30, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.44%	820.21K	67.54M	70.03K	+9.33%
Jun 30, 2026	WEALTH MANAGEMENT NEBRASKA	0.43%	808.41K	66.56M	58.05K	+7.74%
Jun 30, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.38%	719.31K	59.23M	-16.11K	-2.19%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	0.36%	676.19K	55.68M	-1.02K	-0.15%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.27%	511.56K	42.12M	4.32K	+0.85%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	511.23K	42.09M	20.06K	+4.08%
Jun 30, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.29%	505.29K	41.61M	-24.21K	-4.57%
Jun 30, 2026	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.29%	504.19K	41.51M	24K	+5.00%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.28%	493.38K	40.62M	-101.34K	-17.04%
Jun 30, 2026	DECISIONPOINT FINANCIAL, LLC	0.26%	451.31K	37.04M	27.76K	+6.55%
Jun 30, 2026	WASHINGTON TRUST BANK	0.59%	1.12M	91.87M	-25.48K	-2.23%
Jun 30, 2026	MOISAND FITZGERALD TAMAYO, LLC	0.52%	979.62K	80.66M	9.18K	+0.95%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.5%	943.4K	77.68M	3.4K	+0.36%
Jun 30, 2026	BROWN ADVISORY INC	0.47%	878.69K	72.35M	88.62K	+11.22%
Jun 30, 2026	STORDAHL CAPITAL MANAGEMENT, INC.	0.39%	724.32K	59.64M	12.43K	+1.75%
Jun 30, 2026	CERITY PARTNERS LLC	0.37%	704.9K	58.04M	135.97K	+23.90%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.36%	684.52K	55.13M	3.07K	+0.45%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.36%	679.28K	55.93M	39.21K	+6.13%
Jun 30, 2026	DIXON FNANCIAL SERVICES, INC.	0.29%	553.68K	45.59M	-3.81K	-0.68%
Jun 30, 2026	ELSER FINANCIAL PLANNING, INC	0.29%	539.35K	44.41M	-16.32K	-2.94%
Jun 30, 2026	KWMG, LLC	0.29%	511.52K	42.12M	16.82K	+3.40%
Jun 30, 2026	PURE FINANCIAL ADVISORS, LLC	1.73%	3.26M	268.65M	64.79K	+2.03%
Jun 30, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.29%	549.4K	45.24M	67.17K	+13.93%
Jun 30, 2026	LPL FINANCIAL LLC	0.5%	942.76K	77.63M	48.07K	+5.37%
Jun 30, 2026	MARINER, LLC	0.36%	685.88K	56.47M	39.54K	+6.12%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.68%	1.28M	105.42M	186.79K	+17.09%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	673.03K	55.42M	113	+0.02%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.32%	603.28K	42.91M	55.56K	+10.14%
Jun 30, 2026	TRUIST FINANCIAL CORP	0.27%	516.16K	42.5M	-75.65K	-12.78%
Jun 30, 2026	MIDWEST TRUST CO	0.71%	1.33M	109.41M	-47.81K	-3.47%
Jun 30, 2026	SAGEWORTH TRUST CO	0.49%	919.44K	75.71M	-48.36K	-5.00%
Jun 30, 2026	DINUZZO PRIVATE WEALTH, INC.	0.38%	719.17K	59.22M	-16.38K	-2.23%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.63%	6.82M	561.67M	202.43K	+3.06%
Jun 30, 2026	TCI WEALTH ADVISORS, INC.	1.5%	2.82M	232.28M	225.9K	+8.71%
Jun 30, 2026	ROOT FINANCIAL PARTNERS, LLC	1.24%	2.33M	191.82M	743.24K	+46.85%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1%	1.87M	154.35M	151.73K	+8.81%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.8%	1.51M	124.05M	147.85K	+10.88%
Jun 30, 2026	PLANCORP, LLC	0.66%	1.25M	100.62M	-23.58K	-1.86%
Jun 30, 2026	ROYAL BANK OF CANADA	0.64%	1.2M	98.88M	-23.06K	-1.88%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.6%	1.13M	92.84M	131.27K	+13.18%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.6%	1.13M	92.81M	99.6K	+9.69%
Jun 30, 2026	PATHSTONE HOLDINGS, LLC	0.48%	908.78K	74.83M	54.22K	+6.34%
Jun 30, 2026	DAVENPORT & CO LLC	0.48%	901.29K	74.21M	146.63K	+19.43%
Jun 30, 2026	EVANSON FINANCIAL, LLC	0.65%	1.22M	100.27M	1.22M	+100.00%
Jun 30, 2026	THREE ARCH WEALTH MANAGEMENT LLC	0.33%	622.03K	51.22M	-8.07K	-1.28%
Jun 30, 2026	BANK OF MONTREAL /CAN/	0.66%	1.25M	102.76M	35.6K	+2.94%
Jun 30, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.66%	1.24M	101.76M	192.11K	+18.40%
Jun 30, 2026	CREATIVE PLANNING	14.79%	27.82M	2.29B	1.59M	+6.07%
Jun 30, 2026	NORTHERN TRUST CORP	5.02%	9.45M	778.09M	255.96K	+2.78%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	3.13%	5.89M	484.8M	-13.2K	-0.22%
Jun 30, 2026	COLONY GROUP, LLC	1.74%	3.28M	269.82M	-170.51K	-4.95%
Jun 30, 2026	VISE TECHNOLOGIES, INC.	1.19%	2.24M	184.25M	979.96K	+77.92%
Jun 30, 2026		0.35%	622.03K	51.22M	-8.07K	-1.28%
Jun 30, 2026	GREAT WATERS WEALTH MANAGEMENT	0.61%	1.15M	94.7M	53.56K	+4.88%
Jun 30, 2026	UBS GROUP AG	0.57%	1.07M	87.86M	53.11K	+5.24%
Jun 30, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.47%	887.28K	73.04M	-204.88K	-18.76%
Mar 31, 2026	DIXON FNANCIAL SERVICES, INC.	0.3%	557.49K	39.65M	-4.11K	-0.73%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	491.17K	34.94M	-95.84K	-16.33%
Mar 31, 2026	KWMG, LLC	0.29%	494.7K	35.19M	12.05K	+2.50%
Mar 31, 2026	LPL FINANCIAL LLC	0.47%	894.69K	63.64M	5.69K	+0.64%
Mar 31, 2026	PLANCORP, LLC	0.67%	1.27M	94.18M	-36.23K	-2.77%
Mar 31, 2026	SAGEWORTH TRUST CO	0.51%	967.8K	68.84M	-539	-0.06%
Mar 31, 2026	BROWN ADVISORY INC	0.42%	790.07K	56.2M	71.13K	+9.89%
Mar 31, 2026	WEALTH MANAGEMENT NEBRASKA	0.4%	750.36K	53.37M	46.08K	+6.54%
Mar 31, 2026	STORDAHL CAPITAL MANAGEMENT, INC.	0.38%	711.9K	50.64M	-9.51K	-1.32%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.34%	640.07K	45.53M	39.37K	+6.55%
Mar 31, 2026		0.33%	630.1K	44.82M	-10.83K	-1.69%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.5%	940.01K	66.72M	100.47K	+11.97%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.72%	1.36M	96.65M	239.76K	+21.43%
Mar 31, 2026	MIDWEST TRUST CO	0.73%	1.38M	97.92M	-8.34K	-0.60%
Mar 31, 2026	ROOT FINANCIAL PARTNERS, LLC	0.84%	1.59M	112.84M	231.18K	+17.06%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.91%	1.72M	122.54M	170.33K	+10.97%
Mar 31, 2026	TCI WEALTH ADVISORS, INC.	1.38%	2.6M	184.59M	39.24K	+1.54%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	3.13%	5.9M	419.74M	56.39K	+0.96%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	3.51%	6.62M	470.8M	-12.99K	-0.20%
Mar 31, 2026	ELSER FINANCIAL PLANNING, INC	0.29%	555.67K	39.39M	536.2K	+2,754.41%
Mar 31, 2026	THRIVENT FINANCIAL FOR LUTHERANS	0.28%	482.23K	34.3M	-45.28K	-8.58%
Mar 31, 2026	CERITY PARTNERS LLC	0.3%	568.93K	40.47M	21.36K	+3.90%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.31%	591.8K	42.09M	121.09K	+25.73%
Mar 31, 2026	MASSMUTUAL TRUST CO FSB/ADV	0.39%	735.42K	52.31M	-25.05K	-3.29%
Mar 31, 2026	UBS GROUP AG	0.54%	1.01M	72.12M	94.85K	+10.32%
Mar 31, 2026	GREAT WATERS WEALTH MANAGEMENT	0.58%	1.1M	78M	46.99K	+4.48%
Mar 31, 2026	WASHINGTON TRUST BANK	0.61%	1.14M	81.17M	-13.75K	-1.19%
Mar 31, 2026	PREMIER FINANCIAL GROUP	0.63%	1.18M	85.26M	-426	-0.04%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.64%	1.21M	86.15M	48.73K	+4.19%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.64%	1.21M	86.24M	191.38K	+18.74%
Mar 31, 2026	ROYAL BANK OF CANADA	0.65%	1.22M	87.06M	57.34K	+4.92%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	1.7%	3.2M	227.47M	93.54K	+3.01%
Mar 31, 2026	COLONY GROUP, LLC	1.83%	3.45M	249.87M	-69.65K	-1.98%
Mar 31, 2026	NORTHERN TRUST CORP	4.88%	9.19M	653.95M	1.09M	+13.46%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.29%	547.71K	38.16M	-776	-0.14%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.32%	594.71K	42.29M	-11.84K	-1.95%
Mar 31, 2026	MARINER, LLC	0.34%	646.34K	45.97M	-30.22K	-4.47%
Mar 31, 2026	MOISAND FITZGERALD TAMAYO, LLC	0.51%	970.44K	69.03M	3.83K	+0.40%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.53%	996.25K	70.86M	-2.95K	-0.30%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.55%	1.03M	73.09M	114.78K	+12.57%
Mar 31, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.55%	1.04M	74.25M	36.9K	+3.67%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.58%	1.09M	77.69M	-37.91K	-3.35%
Mar 31, 2026	SAVANT CAPITAL, LLC	0.58%	1.09M	77.74M	-96.33K	-8.10%
Mar 31, 2026	VISE TECHNOLOGIES, INC.	0.67%	1.26M	87.63M	0	0
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.3%	507.24K	36.08M	-10.98K	-2.12%
Mar 31, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.28%	529.5K	37.66M	-25.59K	-4.61%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	672.91K	47.86M	18.77K	+2.87%
Mar 31, 2026	CREATIVE PLANNING	13.92%	26.23M	1.87B	1.4M	+5.62%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	0.36%	677.21K	48.17M	367.9K	+118.94%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.36%	681.45K	52.47M	13.85K	+2.07%
Mar 31, 2026	DINUZZO PRIVATE WEALTH, INC.	0.39%	735.55K	52.32M	154	+0.02%
Mar 31, 2026	BLEAKLEY FINANCIAL GROUP, LLC	0.4%	750.18K	53.36M	131.62K	+21.28%
Mar 31, 2026	DAVENPORT & CO LLC	0.4%	754.65K	53.68M	122.48K	+19.37%
Mar 31, 2026	BERNICKE WEALTH MANAGEMENT, LTD.	0.48%	817.09K	58.12M	-13.81K	-1.66%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.45%	854.57K	60.79M	277.09K	+47.98%
Mar 31, 2026	HERITAGE INVESTMENT GROUP, INC.	0.26%	440.96K	31.37M	-2.09K	-0.47%
Mar 31, 2026	AUSTIN ASSET MANAGEMENT CO INC	0.27%	462.69K	32.91M	-10.22K	-2.16%
Mar 31, 2026	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.28%	480.19K	34.16M	31.43K	+7.00%
Dec 31, 2025	PREMIER FINANCIAL GROUP	0.7%	1.18M	82.82M	19.74K	+1.70%
Dec 31, 2025	WASHINGTON TRUST BANK	0.71%	1.15M	80.47M	5.22K	+0.45%
Dec 31, 2025	NORTHERN TRUST CORP	4.72%	8.1M	564.53M	23.64K	+0.29%
Dec 31, 2025	CREATIVE PLANNING	14.47%	24.84M	1.73B	2.15M	+9.48%
Dec 31, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.29%	472.91K	32.95M	-5.42K	-1.13%
Dec 31, 2025	KWMG, LLC	0.3%	482.65K	33.63M	10.62K	+2.25%
Dec 31, 2025	DIXON FNANCIAL SERVICES, INC.	0.34%	561.61K	39.13M	-1.85K	-0.33%
Dec 31, 2025	SAVANT CAPITAL, LLC	0.71%	1.19M	82.86M	-91.58K	-7.15%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	587K	40.9M	-7.4K	-1.24%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.37%	606.56K	42.26M	330.34K	+119.59%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	600.7K	41.85M	73.47K	+13.93%
Dec 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.37%	618.56K	43.1M	5.97K	+0.98%
Dec 31, 2025		0.38%	640.92K	44.65M	640.92K	+100.00%
Dec 31, 2025	BROWN ADVISORY INC	0.42%	718.94K	50.09M	-16.89K	-2.30%
Dec 31, 2025	WEALTH MANAGEMENT NEBRASKA	0.43%	704.28K	49.07M	44.71K	+6.78%
Dec 31, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.44%	721.41K	50.26M	-199	-0.03%
Dec 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.45%	760.47K	52.98M	-4.13K	-0.54%
Dec 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.45%	735.39K	51.23M	-4.14K	-0.56%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.5%	839.53K	58.49M	-12.16K	-1.43%
Dec 31, 2025	LPL FINANCIAL LLC	0.53%	889K	61.94M	59.89K	+7.22%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.53%	912.79K	63.59M	136.56K	+17.59%
Dec 31, 2025	UBS GROUP AG	0.54%	919.1K	64.03M	49.94K	+5.75%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.58%	999.2K	69.61M	31.88K	+3.30%
Dec 31, 2025	SAGEWORTH TRUST CO	0.59%	968.34K	67.46M	18.91K	+1.99%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.61%	1.02M	71.14M	47.1K	+4.84%
Dec 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.62%	1.01M	70.15M	61.16K	+6.47%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	654.14K	45.57M	-14.9K	-2.23%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.32%	518.22K	36.1M	-14.45K	-2.71%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	527.51K	37.11M	-2.01K	-0.38%
Dec 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.34%	555.09K	38.67M	-10.66K	-1.88%
Dec 31, 2025	DAVENPORT & CO LLC	0.39%	632.18K	44.04M	86.14K	+15.78%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.9%	6.63M	462.04M	22.32K	+0.34%
Dec 31, 2025	MARINER, LLC	0.4%	676.56K	47.14M	123.76K	+22.39%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.91%	1.55M	108.16M	-51.32K	-3.20%
Dec 31, 2025	TCI WEALTH ADVISORS, INC.	1.57%	2.56M	178.07M	99.45K	+4.05%
Dec 31, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.29%	465.21K	32.41M	28.06K	+6.42%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.41%	667.6K	49.72M	15.16K	+2.32%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	1.91%	3.1M	216.28M	158.09K	+5.37%
Dec 31, 2025	COLONY GROUP, LLC	2.05%	3.52M	245.03M	114.29K	+3.36%
Dec 31, 2025	ACORN CREEK CAPITAL LLC	0.26%	425.05K	29.61M	6.71K	+1.60%
Dec 31, 2025	HERITAGE INVESTMENT GROUP, INC.	0.27%	443.05K	30.87M	-3.08K	-0.69%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.28%	452.84K	31.55M	-2.91K	-0.64%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.29%	470.71K	32.79M	-7.93K	-1.66%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.34%	577.48K	40.23M	75.27K	+14.99%
Dec 31, 2025	GREAT WATERS WEALTH MANAGEMENT	0.64%	1.05M	73.12M	116.89K	+12.53%
Dec 31, 2025	CERITY PARTNERS LLC	0.33%	547.57K	38.15M	26.32K	+5.05%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.34%	548.49K	38.21M	5K	+0.92%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.66%	1.12M	77.96M	164.06K	+17.18%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.67%	1.13M	78.73M	-21.63K	-1.88%
Dec 31, 2025	FINANCIAL CONSULATE, INC	0.26%	424.5K	29.57M	7.58K	+1.82%
Dec 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.59%	966.62K	67.34M	12.07K	+1.26%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.71%	1.16M	80.98M	15.47K	+1.35%
Dec 31, 2025	VISE TECHNOLOGIES, INC.	0.75%	1.26M	87.63M	860.75K	+216.82%
Dec 31, 2025	PLANCORP, LLC	0.8%	1.31M	91.02M	-18.88K	-1.42%
Dec 31, 2025	ROOT FINANCIAL PARTNERS, LLC	0.8%	1.36M	94.42M	380.94K	+39.10%
Dec 31, 2025	MIDWEST TRUST CO	0.85%	1.38M	96.49M	81.45K	+6.25%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	3.59%	5.84M	407.19M	-12.24K	-0.21%
Dec 31, 2025	ROYAL BANK OF CANADA	0.69%	1.17M	81.28M	93.27K	+8.69%
Sep 30, 2025	CREATIVE PLANNING	13.63%	22.68M	1.55B	2.46M	+12.14%
Sep 30, 2025	NORTHERN TRUST CORP	4.86%	8.08M	553.11M	229.91K	+2.93%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.3%	502.21K	34.38M	74.25K	+17.35%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.29%	478.64K	32.77M	2.8K	+0.59%
Sep 30, 2025	CERITY PARTNERS LLC	0.31%	521.25K	35.68M	-28.61K	-5.20%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.32%	527.24K	36.09M	216.44K	+69.64%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.36%	594.4K	40.69M	18.3K	+3.18%
Sep 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.37%	612.59K	41.94M	22.14K	+3.75%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.39%	652.44K	45.13M	30.46K	+4.90%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.32%	529.52K	36.25M	499.66K	+1,672.93%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.32%	532.67K	36.47M	-14.38K	-2.63%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.33%	543.49K	37.21M	-24.44K	-4.30%
Sep 30, 2025	DAVENPORT & CO LLC	0.33%	546.04K	37.38M	58.28K	+11.95%
Sep 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.34%	565.75K	38.73M	-13.97K	-2.41%
Sep 30, 2025	LPL FINANCIAL LLC	0.5%	829.11K	56.76M	-77.14K	-8.51%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.51%	851.69K	58.25M	68.47K	+8.74%
Sep 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.57%	945.74K	64.75M	60.95K	+6.89%
Sep 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.57%	954.55K	65.35M	547	+0.06%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.58%	967.32K	66.22M	17.61K	+1.85%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.59%	973.95K	66.68M	92.58K	+10.50%
Sep 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.59%	974.24K	66.7M	415.06K	+74.23%
Sep 30, 2025	BROWN ADVISORY INC	0.44%	735.83K	50.37M	-175.79K	-19.28%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.69%	1.15M	78.52M	67.13K	+6.22%
Sep 30, 2025	WASHINGTON TRUST BANK	0.69%	1.15M	78.71M	361.71K	+45.90%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.69%	1.15M	78.85M	-67.86K	-5.56%
Sep 30, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.29%	478.33K	32.75M	-1.13K	-0.24%
Sep 30, 2025	ROYAL BANK OF CANADA	0.65%	1.07M	73.48M	108.3K	+11.22%
Sep 30, 2025	TCI WEALTH ADVISORS, INC.	1.48%	2.46M	168.16M	83.05K	+3.50%
Sep 30, 2025	PREMIER FINANCIAL GROUP	0.7%	1.16M	79.03M	3.07K	+0.26%
Sep 30, 2025	WEALTH MANAGEMENT NEBRASKA	0.4%	659.57K	45.15M	3K	+0.46%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	669.05K	45.8M	137	+0.02%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.27%	455.74K	31.2M	-2.77K	-0.60%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	1.77%	2.95M	201.71M	157.43K	+5.64%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.97%	6.61M	452.49M	392.8K	+6.32%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.96%	1.6M	109.79M	-861.96K	-34.96%
Sep 30, 2025	PLANCORP, LLC	0.8%	1.33M	90.74M	-40.81K	-2.99%
Sep 30, 2025	MIDWEST TRUST CO	0.78%	1.3M	89.24M	-569.84K	-30.42%
Sep 30, 2025	SAVANT CAPITAL, LLC	0.77%	1.28M	87.7M	-35.01K	-2.66%
Sep 30, 2025	KWMG, LLC	0.28%	472.03K	32.32M	12.82K	+2.79%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.57%	954.92K	65.37M	-61.73K	-6.07%
Sep 30, 2025	VISE TECHNOLOGIES, INC.	0.24%	396.98K	27.18M	391.08K	+6,628.49%
Sep 30, 2025	DECISIONPOINT FINANCIAL, LLC	0.24%	399.24K	27.41M	26.21K	+7.03%
Sep 30, 2025	BOUCHEY FINANCIAL GROUP LTD	0.24%	399.4K	27.34M	5.39K	+1.37%
Sep 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.24%	399.9K	27.38M	11.01K	+2.83%
Sep 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.44%	739.53K	50.53M	9.09K	+1.24%
Sep 30, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.43%	721.61K	49.4M	14.39K	+2.03%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	3.52%	5.86M	400.96M	30.87K	+0.53%
Sep 30, 2025	COLONY GROUP, LLC	2.05%	3.4M	232.95M	333.98K	+10.88%
Sep 30, 2025	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.24%	402.36K	27.55M	67.03K	+19.99%
Sep 30, 2025	HERITAGE WEALTH MANAGEMENT, INC./TEXAS	0.25%	415.97K	28.48M	7.2K	+1.76%
Sep 30, 2025	FINANCIAL CONSULATE, INC	0.25%	416.92K	28.54M	19.26K	+4.84%
Sep 30, 2025	ACORN CREEK CAPITAL LLC	0.25%	418.34K	28.64M	17.89K	+4.47%
Sep 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.26%	437.15K	29.93M	32.88K	+8.13%
Sep 30, 2025	HERITAGE INVESTMENT GROUP, INC.	0.27%	446.13K	30.54M	-5.47K	-1.21%
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.46%	764.6K	52.34M	-419.12K	-35.41%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	776.23K	53.14M	59.72K	+8.33%
Sep 30, 2025	MARINER, LLC	0.33%	552.8K	37.84M	45.63K	+9.00%
Sep 30, 2025	DIXON FNANCIAL SERVICES, INC.	0.34%	563.46K	38.57M	-10.28K	-1.79%
Sep 30, 2025	UBS GROUP AG	0.52%	869.17K	59.5M	51.38K	+6.28%
Sep 30, 2025	GREAT WATERS WEALTH MANAGEMENT	0.56%	932.7K	63.85M	52.77K	+6.00%
Sep 30, 2025	SAGEWORTH TRUST CO	0.57%	949.43K	65M	-14.46K	-1.50%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.4%	625.29K	39.84M	-49.38K	-7.32%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.28%	427.96K	27.27M	-87.96K	-17.05%
Jun 30, 2025	HERITAGE WEALTH MANAGEMENT, INC./TEXAS	0.26%	408.77K	26.04M	59.38K	+17.00%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.26%	407.63K	26.85M	18.22K	+4.68%
Jun 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.26%	404.28K	25.76M	29.61K	+7.90%
Jun 30, 2025	ACORN CREEK CAPITAL LLC	0.26%	400.46K	25.51M	255.55K	+176.36%
Jun 30, 2025	FINANCIAL CONSULATE, INC	0.26%	397.67K	25.34M	43.02K	+12.13%
Jun 30, 2025	BOUCHEY FINANCIAL GROUP LTD	0.25%	394.01K	25.1M	3.24K	+0.83%
Jun 30, 2025	TANAGER WEALTH MANAGEMENT LLP	0.25%	388.89K	24.78M	-10.97K	-2.74%
Jun 30, 2025	FOSTER GROUP, INC.	0.25%	383.46K	24.43M	-19.43K	-4.82%
Jun 30, 2025	CHOREO, LLC	0.24%	377.51K	24.05M	-38.76K	-9.31%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.31%	475.85K	30.32M	-45.85K	-8.79%
Jun 30, 2025	COLONY GROUP, LLC	1.98%	3.07M	195.51M	390.13K	+14.56%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	1.8%	2.79M	177.68M	129.97K	+4.89%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.79%	1.22M	77.7M	69.11K	+6.01%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.76%	1.18M	75.41M	25.01K	+2.16%
Jun 30, 2025	DECISIONPOINT FINANCIAL, LLC	0.24%	373.02K	24.13M	25.32K	+7.28%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.23%	364.22K	23.2M	1.16K	+0.32%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	0.22%	346.28K	22.06M	4.98K	+1.46%
Jun 30, 2025	DIVERGENT PLANNING, LLC	0.22%	341.55K	22.1M	-130.03K	-27.57%
Jun 30, 2025	HURLOW WEALTH MANAGEMENT GROUP, INC.	0.22%	335.32K	21.36M	31.03K	+10.20%
Jun 30, 2025	NEW HAMPSHIRE TRUST	0.21%	328.63K	20.94M	12.6K	+3.99%
Jun 30, 2025	TILLMAN HARTLEY LLC	0.21%	324.88K	20.7M	-35.82K	-9.93%
Jun 30, 2025	YOUR ADVOCATES LTD., LLP	0.21%	320.43K	20.41M	19.82K	+6.59%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.2%	317.7K	20.24M	18.28K	+6.11%
Jun 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.2%	313.71K	20.52M	5.26K	+1.70%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.2%	311.8K	19.86M	12.26K	+4.09%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.2%	310.79K	19.8M	61.34K	+24.59%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.2%	310.76K	19.8M	49.37K	+18.89%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.2%	305.52K	19.46M	-12.24K	-3.85%
Jun 30, 2025	BUILDER INVESTMENT GROUP INC /ADV	0.19%	301.71K	19.22M	5.55K	+1.88%
Jun 30, 2025	TILSON FINANCIAL GROUP, INC.	0.19%	294.96K	18.79M	3.1K	+1.06%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.66%	1.02M	64.77M	-6.3K	-0.62%
Jun 30, 2025	CREATIVE PLANNING	13.04%	20.23M	1.29B	3.41M	+20.26%
Jun 30, 2025	NORTHERN TRUST CORP	5.06%	7.85M	500.09M	-125.22K	-1.57%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	4.01%	6.22M	396.07M	841.62K	+15.66%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.37%	576.11K	36.7M	127.29K	+28.36%
Jun 30, 2025	DIXON FNANCIAL SERVICES, INC.	0.37%	573.74K	36.55M	-1.04K	-0.18%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.37%	567.92K	36.18M	15.18K	+2.75%
Jun 30, 2025	ROOT FINANCIAL PARTNERS, LLC	0.36%	559.18K	35.63M	299.96K	+115.71%
Jun 30, 2025	CERITY PARTNERS LLC	0.35%	549.87K	35.03M	74.2K	+15.60%
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.62%	954K	60.78M	65.3K	+7.35%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.35%	547.05K	34.85M	-18.51K	-3.27%
Jun 30, 2025	MARINER, LLC	0.33%	507.17K	32.31M	69.23K	+15.81%
Jun 30, 2025	PLANCORP, LLC	0.88%	1.37M	87.04M	-33.9K	-2.42%
Jun 30, 2025	SAVANT CAPITAL, LLC	0.85%	1.32M	83.85M	-38.89K	-2.87%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.7%	1.08M	68.79M	3.97K	+0.37%
Jun 30, 2025	BROWN ADVISORY INC	0.59%	911.62K	58.08M	-16.34K	-1.76%
Jun 30, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.57%	884.79K	56.37M	36.64K	+4.32%
Jun 30, 2025	GREAT WATERS WEALTH MANAGEMENT	0.57%	879.93K	56.06M	25.86K	+3.03%
Jun 30, 2025	WASHINGTON TRUST BANK	0.51%	788.02K	50.2M	788.02K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.46%	716.51K	45.65M	78.03K	+12.22%
Jun 30, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.46%	707.22K	45.06M	3.73K	+0.53%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.43%	668.91K	42.62M	-15.8K	-2.31%
Jun 30, 2025	MIDWEST TRUST CO	1.21%	1.87M	119.35M	1.87M	+100.00%
Jun 30, 2025	PREMIER FINANCIAL GROUP	0.75%	1.16M	76.26M	1.16M	+100.00%
Jun 30, 2025	WEALTH MANAGEMENT NEBRASKA	0.42%	656.57K	40.57M	102.25K	+18.45%
Jun 30, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.38%	590.45K	37.62M	97.25K	+19.72%
Jun 30, 2025	DAVENPORT & CO LLC	0.31%	487.76K	31.08M	77.09K	+18.77%
Jun 30, 2025	KWMG, LLC	0.3%	459.21K	29.26M	12.8K	+2.87%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.3%	458.51K	29.21M	-16.93K	-3.56%
Jun 30, 2025	HERITAGE INVESTMENT GROUP, INC.	0.29%	451.6K	28.77M	-7.09K	-1.55%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	3.76%	5.83M	371.17M	-24.97K	-0.43%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.59%	2.47M	157.09M	18.65K	+0.76%
Jun 30, 2025	TCI WEALTH ADVISORS, INC.	1.53%	2.37M	151.21M	-89.42K	-3.63%
Jun 30, 2025	ROYAL BANK OF CANADA	0.62%	965.03K	61.48M	126.94K	+15.15%
Jun 30, 2025	SAGEWORTH TRUST CO	0.62%	963.89K	61.41M	-13.89K	-1.42%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.61%	949.7K	60.51M	-22.29K	-2.29%
Jun 30, 2025	LPL FINANCIAL LLC	0.58%	906.25K	57.74M	-117.78K	-11.50%
Jun 30, 2025		0.42%	656.57K	40.57M	102.25K	+18.45%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.57%	881.37K	56.15M	43.72K	+5.22%
Jun 30, 2025	UBS GROUP AG	0.53%	817.79K	52.1M	95.13K	+13.16%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.4%	621.98K	41.39M	15.58K	+2.57%
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.37%	579.71K	36.93M	9.25K	+1.62%
Jun 30, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.31%	479.46K	30.55M	17.31K	+3.75%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.51%	783.23K	49.89M	-6.54K	-0.83%
Jun 30, 2025	DINUZZO PRIVATE WEALTH, INC.	0.47%	730.45K	46.54M	26.04K	+3.70%
Mar 31, 2025	AUSTIN ASSET MANAGEMENT CO INC	0.32%	462.15K	27.61M	-20.71K	-4.29%
Mar 31, 2025	DIVERGENT PLANNING, LLC	0.33%	471.57K	28.71M	16.16K	+3.55%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.33%	475.44K	28.41M	-3.57K	-0.74%
Mar 31, 2025	CERITY PARTNERS LLC	0.33%	475.67K	28.42M	26.43K	+5.88%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.36%	515.91K	30.83M	26.23K	+5.36%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.36%	521.7K	31.17M	-33.72K	-6.07%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.38%	552.74K	33.03M	13.07K	+2.42%
Mar 31, 2025		0.39%	554.31K	33.12M	-2.73K	-0.49%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.44%	638.49K	38.15M	101.98K	+19.01%
Mar 31, 2025	BLEAKLEY FINANCIAL GROUP, LLC	0.34%	493.19K	29.47M	37.14K	+8.14%
Mar 31, 2025	SAGEWORTH TRUST CO	0.68%	977.78K	58.42M	27.61K	+2.91%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.47%	674.67K	40.31M	37.76K	+5.93%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	684.71K	40.91M	-59.84K	-8.04%
Mar 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.49%	700.84K	41.88M	35.99K	+5.41%
Mar 31, 2025	STORDAHL CAPITAL MANAGEMENT, INC.	0.49%	703.49K	42.03M	29.94K	+4.44%
Mar 31, 2025	DINUZZO PRIVATE WEALTH, INC.	0.49%	704.41K	42.09M	-46	-0.01%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.75%	1.08M	64.28M	11.29K	+1.06%
Mar 31, 2025	ALASKA PERMANENT FUND CORP	1.75%	2.52M	145.99M	0	0
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	1.85%	2.66M	158.87M	87.77K	+3.41%
Mar 31, 2025	COLONY GROUP, LLC	1.86%	2.68M	160.05M	-33.41K	-1.23%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.74%	5.38M	321.16M	203.27K	+3.93%
Mar 31, 2025	INDEX FUND ADVISORS, INC.	4.07%	5.85M	349.59M	-692.68K	-10.59%
Mar 31, 2025	NORTHERN TRUST CORP	5.55%	7.97M	476.48M	453.21K	+6.03%
Mar 31, 2025	CREATIVE PLANNING	11.65%	16.82M	1.01B	3.58M	+27.01%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.8%	1.15M	68.74M	125.85K	+12.28%
Mar 31, 2025	KWMG, LLC	0.31%	446.41K	26.67M	16.54K	+3.85%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.39%	565.55K	33.79M	2.97K	+0.53%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.42%	606.4K	35.85M	41.82K	+7.41%
Mar 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.4%	570.46K	34.09M	-19.13K	-3.25%
Mar 31, 2025	DIXON FNANCIAL SERVICES, INC.	0.4%	574.78K	34.34M	-3.41K	-0.59%
Mar 31, 2025	VISTA WEALTH MANAGEMENT GROUP, LLC	0.55%	788.38K	47.11M	37.42K	+4.98%
Mar 31, 2025	BANK OF MONTREAL /CAN/	0.58%	837.66K	50.05M	51.88K	+6.60%
Mar 31, 2025	ROYAL BANK OF CANADA	0.58%	838.09K	50.08M	165.31K	+24.57%
Mar 31, 2025	CONFLUENCE WEALTH SERVICES, INC.	0.59%	848.15K	48M	-2.38K	-0.28%
Mar 31, 2025	GREAT WATERS WEALTH MANAGEMENT	0.59%	854.07K	51.03M	-38.97K	-4.36%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0.62%	888.7K	53.1M	22.35K	+2.58%
Mar 31, 2025	BROWN ADVISORY INC	0.65%	927.96K	55.45M	249.2K	+36.71%
Mar 31, 2025	UBS GROUP AG	0.5%	722.66K	43.18M	-42.34K	-5.53%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.81%	1.16M	69.23M	63.28K	+5.78%
Mar 31, 2025	SAVANT CAPITAL, LLC	0.94%	1.35M	80.96M	-13.76K	-1.00%
Mar 31, 2025	PLANCORP, LLC	0.97%	1.4M	83.66M	-20.85K	-1.47%
Mar 31, 2025	FINANCIAL COUNSELORS INC	1.27%	1.82M	108.91M	101.74K	+5.91%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.7%	2.45M	146.21M	113.61K	+4.87%
Mar 31, 2025	TCI WEALTH ADVISORS, INC.	1.71%	2.46M	147.15M	60.21K	+2.51%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.71%	1.02M	61.12M	227.13K	+28.54%
Mar 31, 2025	LPL FINANCIAL LLC	0.71%	1.02M	61.19M	155.77K	+17.94%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	448.82K	26.82M	-327.73K	-42.20%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.68%	972K	58.08M	-29.94K	-2.99%
Mar 31, 2025	HERITAGE INVESTMENT GROUP, INC.	0.32%	458.69K	27.41M	-4.03K	-0.87%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.55%	789.76K	47.19M	71.15K	+9.90%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.73%	2.38M	148.65M	59.29K	+2.55%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.37%	466.7K	29.09M	4.84K	+1.05%
Mar 31, 2024	SAX WEALTH ADVISORS, LLC	0.38%	474.71K	29.59M	180.02K	+61.09%
Mar 31, 2024	COMERICA BANK	0.38%	525.27K	32.75M	-4.31K	-0.81%
Mar 31, 2024	HERITAGE INVESTMENT GROUP, INC.	0.39%	483.25K	30.13M	-6.66K	-1.36%
Mar 31, 2024	PLANCORP, LLC	1.18%	1.48M	92.22M	-29.63K	-1.96%
Mar 31, 2024	FINANCIAL COUNSELORS INC	1.19%	1.49M	93.05M	40.65K	+2.80%
Mar 31, 2024	ARK & TLK INVESTMENTS, LLC	1.49%	1.87M	60.25M	-93.08K	-4.74%
Mar 31, 2024	TCI WEALTH ADVISORS, INC.	1.72%	2.16M	134.53M	53.06K	+2.52%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.08%	4.25M	264.75M	256.11K	+6.42%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	2.17%	2.73M	169.97M	111.9K	+4.28%
Mar 31, 2024	NORTHERN TRUST CORP	4.46%	6.15M	383.23M	133.73K	+2.22%
Mar 31, 2024	INDEX FUND ADVISORS, INC.	5.42%	6.8M	423.62M	-26.43K	-0.39%
Mar 31, 2024	CREATIVE PLANNING	7.79%	10.73M	668.66M	25.17K	+0.24%
Mar 31, 2024	UBS GROUP AG	0.41%	567.67K	35.39M	89.8K	+18.79%
Mar 31, 2024	LPL FINANCIAL LLC	0.42%	572.87K	35.71M	67.82K	+13.43%
Mar 31, 2024	FOSTER GROUP, INC.	0.42%	523.09K	32.61M	-7.24K	-1.37%
Mar 31, 2024	GREAT WATERS WEALTH MANAGEMENT	0.46%	579.93K	36.15M	50.17K	+9.47%
Mar 31, 2024	BROWN ADVISORY INC	0.47%	584.56K	36.44M	103.73K	+21.57%
Mar 31, 2024	DIXON FNANCIAL SERVICES, INC.	0.47%	590.44K	36.81M	-4.93K	-0.83%
Mar 31, 2024	BUCKINGHAM STRATEGIC PARTNERS	0.48%	601.43K	37.49M	285.22K	+90.20%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.51%	634.82K	39.59M	67.15K	+11.83%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.51%	639.28K	39.85M	-9.95K	-1.53%
Mar 31, 2024	CONFLUENCE WEALTH SERVICES, INC.	0.51%	640.73K	39.94M	87.54K	+15.82%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.52%	647.7K	40.38M	647.7K	+100.00%
Mar 31, 2024	STORDAHL CAPITAL MANAGEMENT, INC.	0.53%	666.5K	41.55M	19.88K	+3.07%
Mar 31, 2024	VISTA WEALTH MANAGEMENT GROUP, LLC	0.55%	690.3K	43.03M	32.74K	+4.98%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.55%	758.72K	47.3M	18.79K	+2.54%
Mar 31, 2024	ML & R WEALTH MANAGEMENT LLC	0.56%	703.66K	43.87M	-48.31K	-6.42%
Mar 31, 2024	DINUZZO PRIVATE WEALTH, INC.	0.58%	723.78K	45.12M	430	+0.06%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.29%	367.27K	22.9M	68.04K	+22.74%
Mar 31, 2024	FORVIS WEALTH ADVISORS, LLC	0.3%	374.93K	23.37M	-12.01K	-3.10%
Mar 31, 2024	KWMG, LLC	0.33%	419.83K	26.17M	9.52K	+2.32%
Mar 31, 2024	BOUCHEY FINANCIAL GROUP LTD	0.35%	434.65K	27.1M	17.07K	+4.09%
Mar 31, 2024	CHOREO, LLC	0.36%	447.77K	27.91M	-18.36K	-3.94%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.36%	451.24K	28.13M	112.23K	+33.10%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.37%	462.78K	27.49M	53.86K	+13.17%
Mar 31, 2024	AUSTIN ASSET MANAGEMENT CO INC	0.39%	486.13K	30.31B	9.53K	+2.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.39%	538.13K	33.55M	212.23K	+65.12%
Mar 31, 2024	MOISAND FITZGERALD TAMAYO, LLC	0.67%	840.04K	52.37M	21.45K	+2.62%
Mar 31, 2024	FIRST COMMAND ADVISORY SERVICES, INC.	0.72%	904.01K	56.36M	59.69K	+7.07%
Mar 31, 2024	EVANSON ASSET MANAGEMENT, LLC	0.73%	915.7K	57.08M	23.52K	+2.64%
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0.77%	964.67K	60.14M	14.92K	+1.57%
Mar 31, 2024	SAVANT CAPITAL, LLC	0.78%	973.03K	60.66M	-391.58K	-28.70%
Mar 31, 2024	SAGEWORTH TRUST CO	0.78%	983.91K	61.34M	16.03K	+1.66%
Mar 31, 2024	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.81%	1.01M	62.98M	26.13K	+2.66%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.81%	1.11M	69.22M	899.06K	+425.63%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.93%	1.17M	72.76M	139.92K	+13.62%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	1.08%	1.36M	84.71M	-6.28K	-0.46%
Mar 31, 2024	ALASKA PERMANENT FUND CORP	2.16%	2.7M	168.54M	331.78K	+13.99%
Mar 31, 2024	TILLMAN HARTLEY LLC	0.23%	316.98K	19.76M	-4.96K	-1.54%
Mar 31, 2024	TANAGER WEALTH MANAGEMENT LLP	0.24%	324.29K	20.22M	22.05K	+7.30%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.24%	326.83K	20.37M	20.31K	+6.63%
Mar 31, 2024	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	0.25%	340K	21.2M	10.44K	+3.17%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.26%	359.94K	22.44M	-48.37K	-11.85%
Mar 31, 2024	FIRST NATIONAL TRUST CO	0.26%	363.16K	22.64M	-9.96K	-2.67%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.26%	363.47K	22.66M	-2.17K	-0.59%
Dec 31, 2023	ML & R WEALTH MANAGEMENT LLC	0.63%	751.96K	44.83M	28.25K	+3.90%
Dec 31, 2023	FIRST COMMAND ADVISORY SERVICES, INC.	0.7%	844.32K	50.34M	185.19K	+28.10%
Dec 31, 2023	EVANSON ASSET MANAGEMENT, LLC	0.74%	892.18K	53.19M	42.45K	+5.00%
Dec 31, 2023	MASSMUTUAL TRUST CO FSB/ADV	0.79%	949.75K	56.62M	949.75K	+100.00%
Dec 31, 2023	SAGEWORTH TRUST CO	0.81%	967.88K	57.71M	217.08K	+28.91%
Dec 31, 2023	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.82%	984.12K	58.67M	25.61K	+2.67%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.86%	1.03M	61.25M	160.1K	+18.46%
Dec 31, 2023	RESOURCE CONSULTING GROUP INC	0.88%	1.05M	62.78M	-81.32K	-7.17%
Dec 31, 2023	SAVANT CAPITAL, LLC	1.14%	1.36M	81.36M	233.64K	+20.66%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	1.14%	1.37M	81.39M	-5.84K	-0.43%
Dec 31, 2023	FINANCIAL COUNSELORS INC	1.21%	1.45M	86.57M	1.37M	+1,590.85%
Dec 31, 2023	PLANCORP, LLC	1.26%	1.51M	89.96M	4.03K	+0.27%
Dec 31, 2023		0.6%	723.35K	43.13M	723.35K	+100.00%
Dec 31, 2023	TCI WEALTH ADVISORS, INC.	1.75%	2.1M	125.49M	55.21K	+2.69%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.94%	2.33M	138.63M	68.95K	+3.06%
Dec 31, 2023	ALASKA PERMANENT FUND CORP	1.98%	2.37M	141.41M	587.89K	+32.95%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	2.18%	2.61M	155.88M	-45.3K	-1.70%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.33%	3.99M	237.93M	795.64K	+24.90%
Dec 31, 2023	NORTHERN TRUST CORP	5.01%	6.01M	358.54M	400.08K	+7.13%
Dec 31, 2023	INDEX FUND ADVISORS, INC.	5.68%	6.82M	406.72M	63.5K	+0.94%
Dec 31, 2023	CREATIVE PLANNING	8.92%	10.7M	637.98M	910.25K	+9.30%
Dec 31, 2023	ROYAL BANK OF CANADA	0.27%	325.9K	19.43M	59.37K	+22.27%
Dec 31, 2023	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	0.27%	329.56K	19.65M	159.32K	+93.59%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.28%	339.01K	20.21M	85.2K	+33.57%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.3%	365.65K	21.8M	-8.86K	-2.37%
Dec 31, 2023	FIRST NATIONAL TRUST CO	0.31%	373.12K	22.25M	33.18K	+9.76%
Dec 31, 2023	FORVIS WEALTH ADVISORS, LLC	0.32%	386.94K	23.07M	-59.98K	-13.42%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.34%	408.3K	24.34M	206.15K	+101.98%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.34%	408.92K	23.76M	23.3K	+6.04%
Dec 31, 2023	KWMG, LLC	0.34%	410.31K	24.46M	410.31K	+100.00%
Dec 31, 2023	BOUCHEY FINANCIAL GROUP LTD	0.35%	417.57K	24.9M	-219.63K	-34.47%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.38%	461.85K	27.54M	25.72K	+5.90%
Dec 31, 2023	CHOREO, LLC	0.39%	466.13K	27.79M	-17.74K	-3.67%
Dec 31, 2023	AUSTIN ASSET MANAGEMENT CO INC	0.4%	476.59K	28.41M	-5.71K	-1.18%
Dec 31, 2023	UBS GROUP AG	0.4%	477.86K	28.49M	21.39K	+4.69%
Dec 31, 2023	BROWN ADVISORY INC	0.4%	480.83K	28.67M	169.49K	+54.44%
Dec 31, 2023	HERITAGE INVESTMENT GROUP, INC.	0.41%	489.91K	29.21M	-10.04K	-2.01%
Dec 31, 2023	LPL FINANCIAL LLC	0.42%	505.06K	30.11M	31.6K	+6.68%
Dec 31, 2023	COMERICA BANK	0.44%	529.58K	31.57M	-4.02K	-0.75%
Dec 31, 2023	GREAT WATERS WEALTH MANAGEMENT	0.44%	529.76K	30.57M	88.64K	+20.09%
Dec 31, 2023	FOSTER GROUP, INC.	0.44%	530.34K	27.84M	0	0
Dec 31, 2023	CONFLUENCE WEALTH SERVICES, INC.	0.46%	553.2K	32.98M	248.34K	+81.46%
Dec 31, 2023	MOISAND FITZGERALD TAMAYO, LLC	0.68%	818.59K	48.8M	23.03K	+2.90%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.47%	567.67K	34.32M	209.34K	+58.42%
Dec 31, 2023	DIXON FNANCIAL SERVICES, INC.	0.5%	595.37K	35.5M	-2.68K	-0.45%
Dec 31, 2023	STORDAHL CAPITAL MANAGEMENT, INC.	0.54%	646.61K	38.55M	12.67K	+2.00%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.54%	649.23K	38.71M	-900	-0.14%
Dec 31, 2023	VISTA WEALTH MANAGEMENT GROUP, LLC	0.55%	657.56K	39.2M	46.51K	+7.61%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.62%	739.94K	44.11M	66.86K	+9.93%

Frequently Asked Questions