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

Who are the major shareholders selling Dimensional - US Targeted Value ETF stock?

HIGHTOWER ADVISORS, LLC, in the last quarter, reduced its stake in DFAT by -0.81% restricting it's holding to 1.79 million shares of worth nearly $124.84M. JACKSON THORNTON ASSET MANAGEMENT, LLC also lessened -0.92% of the DFAT shares from its portfolio, reducing its holding to 2.81 million shares of worth $196.71M. BUCKINGHAM STRATEGIC PARTNERS also shunned DFAT shares holding by -1.46% last quarter which brought its holding to 5.63 million shares worth $393.71M.

Investors who are buying DFAT stock?

As per its latest 13F filing, GREAT WATERS WEALTH MANAGEMENT increased its stake in DFAT by 4.1% in the last quarter. The institutional holder raised its holding to 888.36 thousand shares having worth more than $62.10M. LPL FINANCIAL LLC also added 4.01% more shares of DFAT to its portfolio, raising its holding to 1.26 million shares of worth $87.99M. CERITY PARTNERS LLC also increased its DFAT shares holding by 18.64% which brought its holding to 1.34 million shares worth $93.35M.

DFAT's major insiders: who are they?

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

Did an insider recently sell DFAT stock?

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

Which insider recently purchased DFAT stock?

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

How much of DFAT does insiders own?

Around 0 Dimensional - US Targeted Value ETF shares are held by insiders, which represents about N/A of DFAT stock.

Who is the insider with the largest stake?

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

Which institution holds the most shares in DFAT?

GREAT WATERS WEALTH MANAGEMENT is the largest institutional owner in DFAT which holds 888.36 thousand shares worth $62.10M or 0.44% of the total DFAT shares outstanding followed by LPL FINANCIAL LLC with ownership of 1.26 million shares representing 0.62% of the DFAT ownership. HIGHTOWER ADVISORS, LLC is the third largest stakeholder with 1.79 million shares or 0.88% of the ownership worth more than $124.84M.

Is Dimensional - US Targeted Value 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 DFAT is concerned, it is a stock which is optionable.

Is there a short position on DFAT's shares?

Number of DFAT 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 DFAT shares are there?

As of today, null shares of DFAT are outstanding.

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

DFAT 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 DFAT is null.

Dimensional - US Targeted Value ETF (DFAT) 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. GREAT WATERS WEALTH MANAGEMENT is the top corporate investor, holding 888.36K shares valued at $62.10M. A 0.44% stake in Dimensional - US Targeted Value ETF is owned by the company. LPL FINANCIAL LLC owns 1.26M shares valued at $87.99M, which translates its holding of 0.62% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	GREAT WATERS WEALTH MANAGEMENT	0.44%	888.36K	62.1M	34.95K	+4.10%
Jun 30, 2026	LPL FINANCIAL LLC	0.62%	1.26M	87.99M	48.52K	+4.01%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	0.88%	1.79M	124.84M	-14.54K	-0.81%
Jun 30, 2026	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.39%	2.81M	196.71M	-26.12K	-0.92%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	2.78%	5.63M	393.71M	-83.67K	-1.46%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	3.13%	6.33M	442.36M	-55.36K	-0.87%
Jun 30, 2026	COLONY GROUP, LLC	6.17%	12.49M	873.19M	-652.2K	-4.96%
Jun 30, 2026	CERITY PARTNERS LLC	0.66%	1.34M	93.35M	209.85K	+18.64%
Jun 30, 2026	RW INVESTMENT MANAGEMENT LLC	0.37%	741.76K	51.85M	-20.94K	-2.75%
Jun 30, 2026	SAX WEALTH ADVISORS, LLC	0.38%	775.38K	48.42M	17.97K	+2.37%
Jun 30, 2026	SENSIBLE MONEY, LLC	0.54%	1.09M	76.29M	23.06K	+2.16%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.58%	1.18M	79.57M	99.31K	+9.21%
Jun 30, 2026	ALLWORTH FINANCIAL LP	0.52%	1.06M	74.16M	13.76K	+1.31%
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.69%	1.39M	97.26M	18.14K	+1.32%
Jun 30, 2026	GREAT OAK CAPITAL PARTNERS, LLC	0.71%	1.44M	100.24M	6.05K	+0.42%
Jun 30, 2026	TRUEPOINT, INC.	0.72%	1.46M	102.35M	-17K	-1.15%
Jun 30, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.74%	1.49M	104.23M	0	0
Jun 30, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.74%	1.51M	105.25M	10.26K	+0.69%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	0.8%	1.62M	113.15M	87.53K	+5.72%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.83%	1.68M	117.56M	129.12K	+8.32%
Jun 30, 2026	TRUST CO OF THE SOUTH	0.87%	1.75M	122.61M	-36.38K	-2.03%
Jun 30, 2026	PURE FINANCIAL ADVISORS, LLC	2.82%	5.71M	399.27M	194.71K	+3.53%
Jun 30, 2026	JONES FINANCIAL COMPANIES LLLP	0.42%	846.85K	59.2M	212.91K	+33.58%
Jun 30, 2026	EVANSON FINANCIAL, LLC	0.54%	1.09M	76.19M	1.09M	+100.00%
Jun 30, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.46%	925.41K	64.69M	13.06K	+1.43%
Jun 30, 2026	ABACUS WEALTH PARTNERS, LLC	0.51%	1.02M	71.59M	-332.92K	-24.53%
Jun 30, 2026		0.37%	730.94K	51.09M	-7.08K	-0.96%
Jun 30, 2026	ASSETMARK, INC	0.42%	845.93K	59.13M	378.91K	+81.13%
Jun 30, 2026	MONOGRAPH WEALTH ADVISORS, LLC	0.37%	756.91K	52.91M	25.2K	+3.44%
Jun 30, 2026	CREATIVE PLANNING	6.57%	13.31M	930.03M	-216.33K	-1.60%
Jun 30, 2026	FORUM FINANCIAL MANAGEMENT, LP	5.13%	10.38M	725.81M	34K	+0.33%
Jun 30, 2026	HELEN STEPHENS GROUP, LLC	0.3%	584.68K	40.87M	48.47K	+9.04%
Jun 30, 2026	RAYMOND JAMES FINANCIAL INC	0.91%	1.83M	128.25M	-213.95K	-10.44%
Jun 30, 2026	TUMWATER WEALTH MANAGEMENT, LLC	0.31%	636.71K	44.51M	7.97K	+1.27%
Jun 30, 2026	JPMORGAN CHASE & CO	0.33%	658.1K	45.98M	32.97K	+5.27%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.33%	662.4K	46.3M	11.67K	+1.79%
Jun 30, 2026	KEB ASSET MANAGEMENT, LLC	0.34%	685.04K	47.88M	-2.63K	-0.38%
Jun 30, 2026	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.35%	712.67K	49.82M	-45.15K	-5.96%
Jun 30, 2026	THREE ARCH WEALTH MANAGEMENT LLC	0.36%	730.94K	51.09M	-7.08K	-0.96%
Jun 30, 2026	PLANCORP, LLC	0.37%	758.04K	52.83M	-636.08K	-45.63%
Jun 30, 2026	SAVANT CAPITAL, LLC	2.64%	5.35M	374.99M	566.62K	+11.85%
Jun 30, 2026	EP WEALTH ADVISORS, LLC	2.35%	4.75M	332.16M	450.9K	+10.48%
Jun 30, 2026	ASSET DEDICATION, LLC	1.26%	2.55M	178.17M	8.67K	+0.34%
Jun 30, 2026	APELLA CAPITAL, LLC	1.03%	2.08M	144.09M	-55.13K	-2.58%
Jun 30, 2026	ENRICH FINANCIAL PARTNERS LLC	0.26%	504.55K	35.27M	-17.07K	-3.27%
Jun 30, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.26%	505.94K	35.37M	17.35K	+3.55%
Jun 30, 2026	UBS GROUP AG	0.27%	529.3K	37M	76.85K	+16.98%
Jun 30, 2026	FINANCIAL HARVEST, LLC	0.27%	538.07K	37.61M	30.44K	+6.00%
Jun 30, 2026	CONFLUENCE WEALTH SERVICES, INC.	0.28%	554.56K	38.76M	97.54K	+21.34%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.38%	770.65K	53.87M	36.92K	+5.03%
Jun 30, 2026	MARINER, LLC	0.39%	787.15K	55.02M	-67.53K	-7.90%
Jun 30, 2026	BAYSHORE ASSET MANAGEMENT, LLC	0.4%	816.65K	57.08M	-19.06K	-2.28%
Jun 30, 2026	JOEL ISAACSON & CO., LLC	0.41%	823.93K	57.59M	10.45K	+1.28%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	0.41%	825.21K	57.68M	137.41K	+19.98%
Jun 30, 2026	TEAM HEWINS, LLC	0.45%	917.91K	64.16M	-2.38K	-0.26%
Jun 30, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.46%	922.73K	64.5M	8.66K	+0.95%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.89%	1.8M	125.93M	-843.41K	-31.89%
Mar 31, 2026	SAVANT CAPITAL, LLC	2.33%	4.78M	298.74M	-47.13K	-0.98%
Mar 31, 2026	PREMIER FINANCIAL GROUP	0.58%	1.19M	74.81M	-2.55K	-0.21%
Mar 31, 2026	LPL FINANCIAL LLC	0.59%	1.21M	75.58M	-50.65K	-4.02%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.36%	733.73K	45.82M	-9.67K	-1.30%
Mar 31, 2026	SAX WEALTH ADVISORS, LLC	0.37%	757.41K	45.1M	0	0
Mar 31, 2026	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.37%	757.82K	47.33M	-49.37K	-6.12%
Mar 31, 2026	ASSET DEDICATION, LLC	1.24%	2.54M	158.64M	-59.91K	-2.30%
Mar 31, 2026	COLONY GROUP, LLC	6.4%	13.14M	821.93M	-140.02K	-1.05%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0.31%	633.94K	39.01M	190.49K	+42.96%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.32%	650.73K	40.64M	25.45K	+4.07%
Mar 31, 2026	MARINER, LLC	0.42%	854.68K	53.36M	16.01K	+1.91%
Mar 31, 2026	PARKWOODS WEALTH PARTNERS, LLC	0.44%	912.35K	56.98M	44.43K	+5.12%
Mar 31, 2026	HELEN STEPHENS GROUP, LLC	0.28%	536.21K	33.49M	11.24K	+2.14%
Mar 31, 2026	KEB ASSET MANAGEMENT, LLC	0.33%	687.67K	42.94M	-2.82K	-0.41%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.33%	687.8K	42.95M	73.72K	+12.00%
Mar 31, 2026	MONOGRAPH WEALTH ADVISORS, LLC	0.36%	731.71K	45.7M	32.22K	+4.61%
Mar 31, 2026		0.36%	738.03K	46.09M	-6.23K	-0.84%
Mar 31, 2026	TRUEPOINT, INC.	0.72%	1.48M	92.5M	-23.5K	-1.56%
Mar 31, 2026	TRUST CO OF THE SOUTH	0.87%	1.79M	111.82M	-30.25K	-1.66%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.88%	1.8M	112.44M	-48.12K	-2.60%
Mar 31, 2026	APELLA CAPITAL, LLC	1.04%	2.13M	141.26M	483.69K	+29.33%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	1.29%	2.64M	164.73M	-79.03K	-2.90%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.45%	914.07K	57.08M	-4.31K	-0.47%
Mar 31, 2026	TEAM HEWINS, LLC	0.45%	920.29K	57.47M	-5.49K	-0.59%
Mar 31, 2026	ABACUS WEALTH PARTNERS, LLC	0.66%	1.36M	84.75M	-9.76K	-0.71%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	0.67%	1.37M	85.76M	33.37K	+2.49%
Mar 31, 2026	PLANCORP, LLC	0.68%	1.39M	90.07M	-45.27K	-3.14%
Mar 31, 2026	GREAT OAK CAPITAL PARTNERS, LLC	0.7%	1.43M	92.66M	34.65K	+2.48%
Mar 31, 2026	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.38%	2.84M	183.51M	6.3K	+0.22%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	2.69%	5.52M	344.55M	186.84K	+3.51%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	2.78%	5.72M	356.95M	421.32K	+7.96%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	3.11%	6.38M	398.67M	-58.83K	-0.91%
Mar 31, 2026	FORUM FINANCIAL MANAGEMENT, LP	5.04%	10.35M	646.33M	142.1K	+1.39%
Mar 31, 2026	TCI WEALTH ADVISORS, INC.	0.24%	470.81K	29.4M	-7.09K	-1.48%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.25%	479.39K	29.94M	-5.89K	-1.21%
Mar 31, 2026	FORVIS WEALTH ADVISORS, LLC	0.25%	483.45K	30.19M	-22.61K	-4.47%
Mar 31, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.25%	484.88K	30.28M	-11.97K	-2.41%
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.25%	488.59K	30.51M	5.94K	+1.23%
Mar 31, 2026	FINANCIAL HARVEST, LLC	0.26%	507.63K	31.7M	20.21K	+4.15%
Mar 31, 2026	ENRICH FINANCIAL PARTNERS LLC	0.27%	521.62K	32.57M	-6.36K	-1.21%
Mar 31, 2026	CREATIVE PLANNING	6.58%	13.52M	844.42M	-186.2K	-1.36%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	1%	2.05M	127.94M	269.87K	+15.17%
Mar 31, 2026	JPMORGAN CHASE & CO	0.3%	625.14K	38.27M	-20.86K	-3.23%
Mar 31, 2026	TUMWATER WEALTH MANAGEMENT, LLC	0.31%	628.74K	39.26M	-2.35K	-0.37%
Mar 31, 2026	RW INVESTMENT MANAGEMENT LLC	0.37%	762.7K	47.63M	762.7K	+100.00%
Mar 31, 2026	JOEL ISAACSON & CO., LLC	0.4%	813.48K	50.8M	20.58K	+2.60%
Mar 31, 2026	BAYSHORE ASSET MANAGEMENT, LLC	0.41%	835.71K	52.19M	-5.01K	-0.60%
Mar 31, 2026	GREAT WATERS WEALTH MANAGEMENT	0.42%	853.41K	53.3M	30.02K	+3.65%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0.51%	1.05M	65.4M	39.26K	+3.90%
Mar 31, 2026	SENSIBLE MONEY, LLC	0.52%	1.07M	66.72M	47.43K	+4.65%
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.53%	1.08M	67.71M	-934.46K	-46.41%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.53%	1.08M	67.5M	-2.89K	-0.27%
Mar 31, 2026	CERITY PARTNERS LLC	0.55%	1.13M	70.3M	53.41K	+4.98%
Mar 31, 2026	SMARTLEAF ASSET MANAGEMENT LLC	0.73%	1.49M	91.34M	72.31K	+5.09%
Mar 31, 2026	CAPITAL PERFORMANCE ADVISORS LLP	0.73%	1.5M	93.39M	37.65K	+2.58%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.75%	1.53M	95.63M	225.62K	+17.28%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.76%	1.55M	96.96M	128.6K	+9.03%
Mar 31, 2026	EP WEALTH ADVISORS, LLC	2.09%	4.3M	268.6M	117.54K	+2.81%
Dec 31, 2025	MARINER, LLC	0.44%	838.68K	49.95M	23.64K	+2.90%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	3.47%	6.44M	383.59M	-77.87K	-1.19%
Dec 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	5.5%	10.21M	607.75M	454.33K	+4.66%
Dec 31, 2025	HELEN STEPHENS GROUP, LLC	0.28%	524.97K	31.26M	16.47K	+3.24%
Dec 31, 2025	TCI WEALTH ADVISORS, INC.	0.26%	477.9K	28.45M	-931	-0.19%
Dec 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.26%	506.06K	30.13M	-47.19K	-8.53%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.54%	1.01M	60.01M	28.88K	+2.95%
Dec 31, 2025	CERITY PARTNERS LLC	0.56%	1.07M	64.94M	9.98K	+0.94%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.58%	1.08M	64.52M	-11.63K	-1.06%
Dec 31, 2025	ENRICH FINANCIAL PARTNERS LLC	0.28%	527.98K	31.44M	-719	-0.14%
Dec 31, 2025	PREMIER FINANCIAL GROUP	0.62%	1.19M	71.05M	17.89K	+1.53%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.68%	1.31M	77.74M	87.25K	+7.16%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.72%	1.34M	79.78M	44.55K	+3.44%
Dec 31, 2025	ABACUS WEALTH PARTNERS, LLC	0.74%	1.37M	81.38M	-74.79K	-5.19%
Dec 31, 2025	JOEL ISAACSON & CO., LLC	0.43%	792.91K	47.21M	61.44K	+8.40%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.74%	1.42M	84.79M	-58.15K	-3.92%
Dec 31, 2025	FINANCIAL HARVEST, LLC	0.25%	487.42K	29.02M	24.6K	+5.32%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.25%	485.28K	28.89M	-19.24K	-3.81%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.25%	482.66K	28.74M	-13.72K	-2.76%
Dec 31, 2025	SMARTLEAF ASSET MANAGEMENT LLC	0.74%	1.42M	85.39M	1.4M	+8,959.98%
Dec 31, 2025	TRUEPOINT, INC.	0.78%	1.5M	89.59M	-19.35K	-1.27%
Dec 31, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.78%	1.46M	86.8M	710.66K	+95.11%
Dec 31, 2025	APELLA CAPITAL, LLC	0.89%	1.65M	98.19M	-6.33K	-0.38%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.93%	1.78M	105.91M	92.29K	+5.47%
Dec 31, 2025	TRUST CO OF THE SOUTH	0.98%	1.82M	108.41M	41.67K	+2.34%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	1%	1.85M	110.07M	-22.02K	-1.18%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.08%	2.01M	124.2M	-100.52K	-4.76%
Dec 31, 2025	ASSET DEDICATION, LLC	1.4%	2.6M	154.81M	87.07K	+3.46%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.47%	2.72M	162.19M	1.84M	+208.54%
Dec 31, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.53%	2.83M	174.83M	-2.07K	-0.07%
Dec 31, 2025	EP WEALTH ADVISORS, LLC	2.16%	4.18M	249.08M	4.18M	+100.00%
Dec 31, 2025	SAVANT CAPITAL, LLC	2.51%	4.83M	287.63M	35.22K	+0.73%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.76%	5.29M	315.25M	919.46K	+21.01%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	2.87%	5.33M	317.37M	371.11K	+7.48%
Dec 31, 2025	LPL FINANCIAL LLC	0.66%	1.26M	75.08M	50.82K	+4.20%
Dec 31, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.75%	1.4M	83.9M	7.33K	+0.53%
Dec 31, 2025	PLANCORP, LLC	0.78%	1.44M	85.7M	-41.22K	-2.78%
Dec 31, 2025	COLONY GROUP, LLC	6.93%	13.28M	790.94M	40.7K	+0.31%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	614.09K	36.56M	95.61K	+18.44%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.32%	625.28K	37.23M	45.17K	+7.79%
Dec 31, 2025	TUMWATER WEALTH MANAGEMENT, LLC	0.34%	631.09K	37.57M	27.09K	+4.49%
Dec 31, 2025	SENSIBLE MONEY, LLC	0.53%	1.02M	60.78M	55.31K	+5.73%
Dec 31, 2025	CREATIVE PLANNING	7.15%	13.71M	816.16M	-199.39K	-1.43%
Dec 31, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.43%	807.18K	48.06M	43.63K	+5.71%
Dec 31, 2025		0.29%	553.71K	32.97M	553.71K	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	0.35%	645.99K	38.46M	71.37K	+12.42%
Dec 31, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.36%	699.5K	41.65M	5.68K	+0.82%
Dec 31, 2025	KEB ASSET MANAGEMENT, LLC	0.37%	690.49K	41.11M	2.09K	+0.30%
Dec 31, 2025	GREAT WATERS WEALTH MANAGEMENT	0.44%	823.39K	49.02M	88.54K	+12.05%
Dec 31, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.45%	840.72K	50.06M	1.9K	+0.23%
Dec 31, 2025	PARKWOODS WEALTH PARTNERS, LLC	0.47%	867.92K	51.68M	15.29K	+1.79%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.49%	918.39K	54.68M	12.13K	+1.34%
Dec 31, 2025	TEAM HEWINS, LLC	0.5%	925.78K	55.12M	-5.8K	-0.62%
Dec 31, 2025	HENRICKSON NAUTA WEALTH ADVISORS, INC.	0.38%	712.01K	43.92M	407.79K	+134.04%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.4%	743.4K	44.26M	-34.28K	-4.41%
Dec 31, 2025	SAX WEALTH ADVISORS, LLC	0.41%	757.41K	45.1M	-30.6K	-3.88%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.22%	444.65K	25.88M	-21.13K	-4.54%
Sep 30, 2025	WATCHMAN GROUP, INC.	0.22%	432.19K	25.16M	-5.39K	-1.23%
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	4.86%	9.75M	567.73M	399.58K	+4.27%
Sep 30, 2025	SAVANT CAPITAL, LLC	2.48%	4.97M	289.59M	29.72K	+0.60%
Sep 30, 2025	JPMORGAN CHASE & CO	0.29%	574.62K	33.45M	38.37K	+7.16%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.25%	504.53K	29.37M	-34.76K	-6.45%
Sep 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.28%	553.25K	32.2M	-48.57K	-8.07%
Sep 30, 2025	HELEN STEPHENS GROUP, LLC	0.25%	508.5K	29.6M	16.62K	+3.38%
Sep 30, 2025	CREATIVE PLANNING	6.93%	13.91M	809.53M	-188.65K	-1.34%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	3.25%	6.52M	379.56M	349.09K	+5.66%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	2.47%	4.96M	288.68M	357.65K	+7.77%
Sep 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.41%	2.84M	165.57M	-21.86K	-0.76%
Sep 30, 2025	PREMIER FINANCIAL GROUP	0.58%	1.17M	67.64M	3.1K	+0.27%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.55%	1.1M	63.76M	-5.09K	-0.46%
Sep 30, 2025	CERITY PARTNERS LLC	0.53%	1.06M	61.49M	-38.47K	-3.49%
Sep 30, 2025	SENSIBLE MONEY, LLC	0.48%	965.6K	56.21M	62.4K	+6.91%
Sep 30, 2025	COLONY GROUP, LLC	6.6%	13.24M	770.88M	485.23K	+3.80%
Sep 30, 2025	ASSET DEDICATION, LLC	1.25%	2.51M	146.29M	116.96K	+4.88%
Sep 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	1.07%	2.15M	125.33M	53.88K	+2.57%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.05%	2.11M	122.66M	-57.37K	-2.64%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.93%	1.87M	108.89M	-24.54K	-1.29%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.45%	906.26K	52.75M	-16.22K	-1.76%
Sep 30, 2025	MARINER, LLC	0.41%	815.03K	47.44M	-45.72K	-5.31%
Sep 30, 2025	RW INVESTMENT MANAGEMENT LLC	0.4%	798.68K	46.49M	-848.42K	-51.51%
Sep 30, 2025	SAX WEALTH ADVISORS, LLC	0.39%	788.01K	45.87M	-47.69K	-5.71%
Sep 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.38%	763.55K	44.45M	55.41K	+7.82%
Sep 30, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.37%	747.2K	43.49M	-29.2K	-3.76%
Sep 30, 2025	GREAT WATERS WEALTH MANAGEMENT	0.37%	734.85K	42.78M	44.39K	+6.43%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.36%	731.47K	42.58M	7.13K	+0.98%
Sep 30, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.35%	693.81K	40.39M	107.61K	+18.36%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	518.48K	30.18M	-1.38M	-72.64%
Sep 30, 2025	TEAM HEWINS, LLC	0.46%	931.57K	54.23M	-44.47K	-4.56%
Sep 30, 2025	KEB ASSET MANAGEMENT, LLC	0.34%	688.39K	40.07M	-2.91K	-0.42%
Sep 30, 2025	TUMWATER WEALTH MANAGEMENT, LLC	0.3%	604K	35.16M	-4.55K	-0.75%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	580.11K	33.77M	73.61K	+14.53%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.25%	496.37K	28.88M	23.43K	+4.95%
Sep 30, 2025	ABACUS WEALTH PARTNERS, LLC	0.72%	1.44M	83.92M	-30.52K	-2.07%
Sep 30, 2025	TRUST CO OF THE SOUTH	0.89%	1.78M	103.56M	-16.31K	-0.91%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	1.69M	98.17M	133.33K	+8.58%
Sep 30, 2025	APELLA CAPITAL, LLC	0.83%	1.66M	93.73M	-1.61K	-0.10%
Sep 30, 2025	TRUEPOINT, INC.	0.76%	1.52M	88.71M	-11.23K	-0.73%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.74%	1.48M	86.28M	-181.05K	-10.89%
Sep 30, 2025	PLANCORP, LLC	0.74%	1.48M	86.19M	-55.06K	-3.59%
Sep 30, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.69%	1.39M	81.24M	52.63K	+3.93%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.61%	1.22M	70.92M	19.89K	+1.66%
Sep 30, 2025	LPL FINANCIAL LLC	0.6%	1.21M	70.44M	25.08K	+2.12%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.49%	979.07K	56.99M	53.06K	+5.73%
Sep 30, 2025	PARKWOODS WEALTH PARTNERS, LLC	0.42%	852.63K	49.63M	212.38K	+33.17%
Sep 30, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.42%	838.82K	48.83M	392	+0.05%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.44%	882.88K	51.13M	-1.39M	-61.12%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.65%	1.3M	75.4M	34.02K	+2.70%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.18%	4.38M	254.25M	-484.47K	-9.97%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.39%	777.68K	45.27M	-17.2K	-2.16%
Sep 30, 2025	ENRICH FINANCIAL PARTNERS LLC	0.26%	528.7K	30.78M	1.95K	+0.37%
Sep 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.25%	500.86K	29.16M	2.02K	+0.41%
Sep 30, 2025	PLANNING CENTER, INC.	0.25%	494.79K	28.8M	-3.27K	-0.66%
Sep 30, 2025	TCI WEALTH ADVISORS, INC.	0.24%	478.83K	27.87M	-3.47K	-0.72%
Sep 30, 2025	UBS GROUP AG	0.23%	467.62K	27.22M	45.27K	+10.72%
Sep 30, 2025	FINANCIAL HARVEST, LLC	0.23%	462.83K	26.94M	8.92K	+1.97%
Sep 30, 2025	PBMARES WEALTH MANAGEMENT LLC	0.23%	451.9K	26.31M	-358	-0.08%
Sep 30, 2025	ASSETMARK, INC	0.22%	450.15K	26.2M	-2.93K	-0.65%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	439.85K	25.6M	-9.95K	-2.21%
Jun 30, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.44%	838.42K	45.24M	862	+0.10%
Jun 30, 2025	PLANCORP, LLC	0.81%	1.54M	82.86M	-62.45K	-3.91%
Jun 30, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.37%	708.14K	38.21M	41.14K	+6.17%
Jun 30, 2025	ENRICH FINANCIAL PARTNERS LLC	0.28%	526.75K	28.42M	11.57K	+2.25%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.27%	506.5K	27.33M	127.79K	+33.74%
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.26%	498.84K	26.92M	6.27K	+1.27%
Jun 30, 2025	PLANNING CENTER, INC.	0.26%	498.07K	26.88M	41.67K	+9.13%
Jun 30, 2025	HELEN STEPHENS GROUP, LLC	0.26%	491.89K	26.54M	125.4K	+34.22%
Jun 30, 2025	FOSTER GROUP, INC.	0.26%	485.28K	26.19M	20.26K	+4.36%
Jun 30, 2025	TRUST CO OF THE SOUTH	0.95%	1.8M	96.88M	20.31K	+1.14%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.38%	724.34K	39.09M	28.72K	+4.13%
Jun 30, 2025	TCI WEALTH ADVISORS, INC.	0.25%	482.3K	26.02M	-6.57K	-1.34%
Jun 30, 2025	ASSET DEDICATION, LLC	1.26%	2.4M	129.29M	91.09K	+3.95%
Jun 30, 2025	SENSIBLE MONEY, LLC	0.48%	903.2K	48.74M	55.17K	+6.51%
Jun 30, 2025	CREATIVE PLANNING	7.44%	14.1M	760.61M	150.23K	+1.08%
Jun 30, 2025	COLONY GROUP, LLC	6.73%	12.76M	688.44M	-226.75K	-1.75%
Jun 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	4.94%	9.35M	504.72M	476.53K	+5.37%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.58%	1.1M	59.38M	14.94K	+1.38%
Jun 30, 2025	TEAM HEWINS, LLC	0.52%	976.04K	52.67M	-1.56K	-0.16%
Jun 30, 2025	ELSER FINANCIAL PLANNING, INC	0.37%	705.64K	38.6M	705.64K	+100.00%
Jun 30, 2025	KEB ASSET MANAGEMENT, LLC	0.36%	691.3K	37.3M	48.8K	+7.60%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	3.26%	6.17M	333.01M	-140.87K	-2.23%
Jun 30, 2025	SAVANT CAPITAL, LLC	2.61%	4.95M	266.84M	-103.82K	-2.06%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.56%	4.86M	262.24M	-55.54K	-1.13%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	2.43%	4.6M	248.31M	331.82K	+7.77%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	1.73%	3.27M	176.46M	253.92K	+8.42%
Jun 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.51%	2.86M	160.27M	-20.83K	-0.72%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.2%	2.27M	122.53M	-579.77K	-20.34%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.15%	2.17M	122.34M	5.74K	+0.27%
Jun 30, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	1.11%	2.1M	113.27M	69.45K	+3.42%
Jun 30, 2025	RW INVESTMENT MANAGEMENT LLC	0.87%	1.65M	88.88M	-10.54K	-0.64%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.82%	1.55M	83.81M	141.64K	+10.03%
Jun 30, 2025	TRUEPOINT, INC.	0.81%	1.54M	82.84M	73.81K	+5.05%
Jun 30, 2025	ABACUS WEALTH PARTNERS, LLC	0.78%	1.47M	79.44M	151.94K	+11.51%
Jun 30, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.71%	1.34M	74.99M	124.64K	+10.28%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.67%	1.26M	68.06M	246.92K	+24.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.63%	1.2M	64.67M	91.37K	+8.25%
Jun 30, 2025	CERITY PARTNERS LLC	0.58%	1.1M	60.04M	410.27K	+59.42%
Jun 30, 2025	PREMIER FINANCIAL GROUP	0.62%	1.17M	65.25M	1.17M	+100.00%
Jun 30, 2025	PARKWOODS WEALTH PARTNERS, LLC	0.34%	640.25K	34.55M	9.84K	+1.56%
Jun 30, 2025	TUMWATER WEALTH MANAGEMENT, LLC	0.32%	608.55K	32.84M	44.81K	+7.95%
Jun 30, 2025	FORVIS WEALTH ADVISORS, LLC	0.32%	601.81K	32.47M	-83.46K	-12.18%
Jun 30, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.31%	586.21K	31.63M	-197.91K	-25.24%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.28%	539.29K	29.1M	31.99K	+6.31%
Jun 30, 2025	SAX WEALTH ADVISORS, LLC	0.44%	835.7K	45.09M	-27.34K	-3.17%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.42%	794.87K	42.89M	-18.44K	-2.27%
Jun 30, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.41%	776.4K	41.89M	-16.69K	-2.10%
Jun 30, 2025	GREAT WATERS WEALTH MANAGEMENT	0.36%	690.46K	37.26M	20.78K	+3.10%
Jun 30, 2025		0.32%	608.55K	32.84M	44.81K	+7.95%
Jun 30, 2025	LPL FINANCIAL LLC	0.63%	1.19M	63.95M	51.18K	+4.51%
Jun 30, 2025	JPMORGAN CHASE & CO	0.28%	536.25K	28.94M	29.15K	+5.75%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	1%	1.9M	102.27M	-93.9K	-4.72%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1%	1.89M	102.24M	-11.93K	-0.63%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.88%	1.66M	89.75M	-77.12K	-4.43%
Jun 30, 2025	APELLA CAPITAL, LLC	0.87%	1.66M	91.97M	19.51K	+1.19%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.49%	926K	49.97M	113.14K	+13.92%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.49%	922.48K	49.78M	34.11K	+3.84%
Jun 30, 2025	MARINER, LLC	0.45%	860.76K	46.45M	63.14K	+7.92%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.38%	695.63K	35.82M	29.97K	+4.50%
Mar 31, 2025	CAPITAL PERFORMANCE ADVISORS LLP	0.44%	793.09K	40.84M	-7.72K	-0.96%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.28%	500.79K	25.79M	157.51K	+45.89%
Mar 31, 2025	JPMORGAN CHASE & CO	0.28%	507.1K	26.11M	45.6K	+9.88%
Mar 31, 2025	ENRICH FINANCIAL PARTNERS LLC	0.28%	515.18K	26.53M	2.58K	+0.50%
Mar 31, 2025	ASSETMARK, INC	0.3%	544.49K	28.04M	1.29K	+0.24%
Mar 31, 2025		0.31%	563.73K	29.03M	12.14K	+2.20%
Mar 31, 2025	KEB ASSET MANAGEMENT, LLC	0.36%	642.5K	33.08M	17.76K	+2.84%
Mar 31, 2025	PHILLIPS FINANCIAL MANAGEMENT, LLC	0.37%	667K	34.34M	74.44K	+12.56%
Mar 31, 2025	MONOGRAPH WEALTH ADVISORS, LLC	0.43%	784.11K	40.37M	-20.96K	-2.60%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	1.1%	1.99M	102.42M	-53.69K	-2.63%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.2%	2.17M	111.5M	-106.43K	-4.68%
Mar 31, 2025	ASSET DEDICATION, LLC	1.28%	2.31M	118.69M	20.46K	+0.90%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.58%	2.85M	146.77M	88.27K	+3.20%
Mar 31, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.59%	2.88M	136.39M	-75.47K	-2.55%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.67%	3.02M	155.3M	784.9K	+35.18%
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	2.36%	4.27M	219.85M	252.97K	+6.30%
Mar 31, 2025	TEAM HEWINS, LLC	0.54%	977.6K	50.34M	-9.04K	-0.92%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.48%	863.04K	44.44M	-14.98K	-1.71%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.61%	1.11M	57M	143.51K	+14.89%
Mar 31, 2025	APELLA CAPITAL, LLC	0.91%	1.64M	79.62M	-39.78K	-2.37%
Mar 31, 2025	RW INVESTMENT MANAGEMENT LLC	0.92%	1.66M	85.35M	-68.72K	-3.98%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.96%	1.74M	89.61M	234.01K	+15.54%
Mar 31, 2025	TRUST CO OF THE SOUTH	0.98%	1.78M	91.4M	-32.77K	-1.81%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.05%	1.91M	98.18M	-36.2K	-1.86%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.72%	4.92M	253.09M	95.1K	+1.97%
Mar 31, 2025	SAVANT CAPITAL, LLC	2.79%	5.05M	259.97M	-83.39K	-1.62%
Mar 31, 2025	GREAT WATERS WEALTH MANAGEMENT	0.37%	669.67K	34.48M	-30.02K	-4.29%
Mar 31, 2025	FORVIS WEALTH ADVISORS, LLC	0.38%	685.27K	35.28M	-118.21K	-14.71%
Mar 31, 2025	CERITY PARTNERS LLC	0.38%	690.49K	35.55M	-2.78K	-0.40%
Mar 31, 2025	MARINER, LLC	0.44%	797.62K	41.07M	107.28K	+15.54%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.45%	812.87K	39.99M	30	0.00%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.45%	813.31K	41.88M	-23.24K	-2.78%
Mar 31, 2025	BAYSHORE ASSET MANAGEMENT, LLC	0.46%	837.56K	43.13M	12.53K	+1.52%
Mar 31, 2025	LPL FINANCIAL LLC	0.63%	1.13M	58.38M	149.67K	+15.21%
Mar 31, 2025	TRUEPOINT, INC.	0.81%	1.46M	75.25M	-8.88K	-0.60%
Mar 31, 2025	SENSIBLE MONEY, LLC	0.47%	848.03K	43.66M	55.99K	+7.07%
Mar 31, 2025	TFC FINANCIAL MANAGEMENT, INC.	0.29%	527.99K	27.19M	-9.39K	-1.75%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.56%	1.01M	52.23M	216.34K	+27.11%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.6%	1.09M	55.89M	-21.89K	-1.98%
Mar 31, 2025	INDEX FUND ADVISORS, INC.	3.49%	6.31M	325.02M	-884K	-12.28%
Mar 31, 2025	FORUM FINANCIAL MANAGEMENT, LP	4.91%	8.88M	457.08M	-67.93K	-0.76%
Mar 31, 2025	COLONY GROUP, LLC	7.18%	12.99M	668.6M	796.9K	+6.54%
Mar 31, 2025	CREATIVE PLANNING	7.71%	13.95M	718.05M	-126.35K	-0.90%
Mar 31, 2025	WILLOW CREEK WEALTH MANAGEMENT INC.	1.12%	2.03M	104.51M	76.93K	+3.94%
Mar 31, 2025	GREAT OAK CAPITAL PARTNERS, LLC	0.67%	1.21M	66.99M	0	0
Mar 31, 2025	ABACUS WEALTH PARTNERS, LLC	0.73%	1.32M	67.98M	-1.85K	-0.14%
Mar 31, 2025	PLANCORP, LLC	0.88%	1.6M	82.29M	-11.28K	-0.70%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.78%	1.41M	72.68M	167.82K	+13.49%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.28%	507.29K	26.12M	50.6K	+11.08%
Mar 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.49%	888.37K	45.74M	30.01K	+3.50%
Mar 31, 2024	TRUST CO OF THE SOUTH	1.06%	1.86M	101.5M	1.86M	+100.00%
Mar 31, 2024	RW INVESTMENT MANAGEMENT LLC	1.03%	1.82M	98.94M	107.63K	+6.29%
Mar 31, 2024		0.3%	532.45K	28.98M	-1.65K	-0.31%
Mar 31, 2024	ASSET DEDICATION, LLC	1.12%	1.98M	107.76M	109.31K	+5.84%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	1.17%	2.06M	112.25M	287.48K	+16.20%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.3%	2.3M	124.96M	66.11K	+2.96%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.37%	2.72M	147.88M	6.94K	+0.26%
Mar 31, 2024	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.45%	2.56M	139.46M	40.39K	+1.60%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	1.57%	2.77M	150.68M	19.62K	+0.71%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	1.61%	2.85M	154.99M	-68.48K	-2.35%
Mar 31, 2024	BUCKINGHAM STRATEGIC PARTNERS	2.12%	3.74M	203.33M	1.04M	+38.71%
Mar 31, 2024	CERITY PARTNERS LLC	0.29%	516.82K	28.13M	9.18K	+1.81%
Mar 31, 2024	BUCKINGHAM STRATEGIC WEALTH, LLC	7.17%	12.65M	688.37M	-48.32K	-0.38%
Mar 31, 2024	FORVIS WEALTH ADVISORS, LLC	0.5%	889.48K	48.41M	-18.02K	-1.99%
Mar 31, 2024	SAX WEALTH ADVISORS, LLC	0.51%	894.85K	48.71M	188.21K	+26.63%
Mar 31, 2024	TEAM HEWINS, LLC	0.57%	1.01M	54.74M	-2K	-0.20%
Mar 31, 2024	GREAT OAK CAPITAL PARTNERS, LLC	0.59%	1.05M	56.96M	112.7K	+12.07%
Mar 31, 2024	EVANSON ASSET MANAGEMENT, LLC	0.65%	1.14M	62.27M	-15.78K	-1.36%
Mar 31, 2024	ABACUS WEALTH PARTNERS, LLC	0.69%	1.23M	66.69M	-34.44K	-2.73%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	0.75%	1.32M	71.71M	54.66K	+4.33%
Mar 31, 2024	APELLA CAPITAL, LLC	0.82%	1.45M	77.8M	37.14K	+2.62%
Mar 31, 2024	TRUEPOINT, INC.	0.89%	1.57M	85.65M	-51.5K	-3.17%
Mar 31, 2024	SAVANT CAPITAL, LLC	2.73%	4.82M	262.21M	-615.9K	-11.34%
Mar 31, 2024	INDEX FUND ADVISORS, INC.	4.38%	7.73M	420.87M	-111.15K	-1.42%
Mar 31, 2024	FORUM FINANCIAL MANAGEMENT, LP	5.15%	9.09M	494.56M	-82.26K	-0.90%
Mar 31, 2024	CREATIVE PLANNING	6.9%	13.7M	745.42M	56.28K	+0.41%
Mar 31, 2024	FOSTER GROUP, INC.	0.3%	524.66K	28.56M	-11.86K	-2.21%
Mar 31, 2024	TCI WEALTH ADVISORS, INC.	0.3%	524.99K	28.58M	-13.7K	-2.54%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	594.28K	32.35M	-36.43K	-5.78%
Mar 31, 2024	FMFE WEALTH MANAGEMENT, LLC	0.3%	532.45K	28.98M	-1.65K	-0.31%
Mar 31, 2024	TFC FINANCIAL MANAGEMENT, INC.	0.3%	535.57K	29.15M	-8.09K	-1.49%
Mar 31, 2024	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.31%	546.05K	29.72M	-5.41K	-0.98%
Mar 31, 2024	MARINER, LLC	0.31%	555.44K	30.23M	81.65K	+17.23%
Mar 31, 2024	EFFICIENT FRONTIER ADVISORS LLC	0.32%	572.23K	31.15M	14.36K	+2.57%
Mar 31, 2024	LPL FINANCIAL LLC	0.35%	690.86K	37.6M	31.65K	+4.80%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.36%	628.08K	34.19M	28K	+4.67%
Mar 31, 2024	KEB ASSET MANAGEMENT, LLC	0.36%	630.86K	34.34M	-199	-0.03%
Mar 31, 2024	HILL INVESTMENT GROUP PARTNERS, LLC	0.36%	632.9K	34.45M	-20.71K	-3.17%
Mar 31, 2024	MBB PUBLIC MARKETS I LLC	0.37%	650.99K	35.43M	-571.88K	-46.77%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.37%	742.46K	40.41M	46.96K	+6.75%
Mar 31, 2024	MONOGRAPH WEALTH ADVISORS, LLC	0.37%	659.42K	35.89M	40.33K	+6.52%
Mar 31, 2024	SENSIBLE MONEY, LLC	0.38%	670.13K	36.48M	28.33K	+4.41%
Mar 31, 2024	SEQUOIA FINANCIAL ADVISORS, LLC	0.41%	718.36K	39.1M	14.89K	+2.12%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.44%	879.81K	47.89M	1.41K	+0.16%
Mar 31, 2024	ML & R WEALTH MANAGEMENT LLC	0.46%	813.32K	44.27M	-48.7K	-5.65%
Mar 31, 2024	CAPITAL PERFORMANCE ADVISORS LLP	0.46%	818.19K	44.53M	-9.21K	-1.11%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.49%	856.07K	46.6M	7.41K	+0.87%
Mar 31, 2024	MERRIMAN WEALTH MANAGEMENT, LLC	0.5%	876.76K	47.72M	13.63K	+1.58%
Mar 31, 2024	BAYSHORE ASSET MANAGEMENT, LLC	0.5%	880.22K	47.91M	-13.95K	-1.56%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.5%	880.92K	47.95M	-7.46K	-0.84%
Mar 31, 2024	PLANCORP, LLC	0.95%	1.67M	90.95M	-42.1K	-2.46%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	1.02%	2.03M	110.63M	1.47M	+262.39%
Mar 31, 2024	WATCHMAN GROUP, INC.	0.23%	454.06K	24.71M	942	+0.21%
Mar 31, 2024	GREAT WATERS WEALTH MANAGEMENT	0.24%	470.91K	25.63M	34.86K	+7.99%
Mar 31, 2024	MERITAS WEALTH MANAGEMENT, LLC	0.24%	471.85K	25.68M	-4.59K	-0.96%
Mar 31, 2024	KRAFT ASSET MANAGEMENT, LLC	0.25%	503.35K	27.4M	-35.15K	-6.53%
Mar 31, 2024	ENRICH FINANCIAL PARTNERS LLC	0.25%	506.3K	27.56M	18.52K	+3.80%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.26%	508.5K	27.68M	-3.03K	-0.59%
Mar 31, 2024	CHOREO, LLC	0.26%	509.18K	27.71M	-13.06K	-2.50%
Mar 31, 2024	ASSETMARK, INC	0.26%	514.45K	28M	6.21K	+1.22%
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.47%	848.65K	44.41M	14.59K	+1.75%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.28%	511.54K	26.77M	-13.63K	-2.59%
Dec 31, 2023	ML & R WEALTH MANAGEMENT LLC	0.47%	862.02K	45.11M	31.23K	+3.76%
Dec 31, 2023	MERRIMAN WEALTH MANAGEMENT, LLC	0.47%	863.13K	45.17M	-45.7K	-5.03%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.48%	878.4K	45.97M	122.33K	+16.18%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.49%	888.39K	46.49M	-23.57K	-2.58%
Dec 31, 2023	BAYSHORE ASSET MANAGEMENT, LLC	0.49%	894.16K	46.79M	-3.41K	-0.38%
Dec 31, 2023	FORVIS WEALTH ADVISORS, LLC	0.5%	907.51K	47.49M	-42.02K	-4.43%
Dec 31, 2023	TEAM HEWINS, LLC	0.55%	1.01M	52.73M	-8.77K	-0.86%
Dec 31, 2023	EVANSON ASSET MANAGEMENT, LLC	0.64%	1.16M	60.69M	1.11K	+0.10%
Dec 31, 2023	MBB PUBLIC MARKETS I LLC	0.67%	1.22M	63.99M	-78.19K	-6.01%
Dec 31, 2023	ABACUS WEALTH PARTNERS, LLC	0.69%	1.26M	65.92M	-25.87K	-2.01%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	0.69%	1.26M	66.09M	57.57K	+4.78%
Dec 31, 2023	APELLA CAPITAL, LLC	0.78%	1.42M	71.88M	94.17K	+7.13%
Dec 31, 2023	RESOURCE CONSULTING GROUP INC	0.86%	1.57M	82.28M	-12.49K	-0.79%
Dec 31, 2023	TRUEPOINT, INC.	0.89%	1.63M	85.04M	-36.8K	-2.21%
Dec 31, 2023	PLANCORP, LLC	0.94%	1.71M	89.64M	-9.96K	-0.58%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.97%	1.77M	92.88M	421.86K	+31.18%
Dec 31, 2023	ASSET DEDICATION, LLC	1.03%	1.87M	97.9M	2.83K	+0.15%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.22%	2.23M	116.68M	-84.2K	-3.64%
Dec 31, 2023	JACKSON THORNTON ASSET MANAGEMENT, LLC	1.38%	2.52M	131.97M	-64.85K	-2.51%
Dec 31, 2023	BUCKINGHAM STRATEGIC PARTNERS	1.48%	2.69M	140.93M	-325.02K	-10.77%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.49%	2.71M	141.81M	12.36K	+0.46%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	1.51%	2.75M	143.84M	10.3K	+0.38%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	1.6%	2.92M	152.6M	224.38K	+8.34%
Dec 31, 2023	SAVANT CAPITAL, LLC	2.98%	5.43M	284.32M	325.15K	+6.37%
Dec 31, 2023	INDEX FUND ADVISORS, INC.	4.3%	7.84M	410.45M	-109.3K	-1.37%
Dec 31, 2023	FORUM FINANCIAL MANAGEMENT, LP	5.03%	9.17M	479.78M	219.73K	+2.46%
Dec 31, 2023	BUCKINGHAM STRATEGIC WEALTH, LLC	6.96%	12.7M	664.34M	-121.1K	-0.94%
Dec 31, 2023	CREATIVE PLANNING	7.48%	13.64M	713.72M	534.89K	+4.08%
Dec 31, 2023	CHOREO, LLC	0.29%	522.24K	27.33M	-39.12K	-6.97%
Dec 31, 2023	FOSTER GROUP, INC.	0.29%	536.51K	24.51M	0	0
Dec 31, 2023	KRAFT ASSET MANAGEMENT, LLC	0.3%	538.5K	28.18M	-6.28K	-1.15%
Dec 31, 2023	TCI WEALTH ADVISORS, INC.	0.3%	538.69K	28.19M	-13.08K	-2.37%
Dec 31, 2023	TFC FINANCIAL MANAGEMENT, INC.	0.3%	543.65K	28.45M	-5.2K	-0.95%
Dec 31, 2023	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.3%	551.46K	28.86M	-9.44K	-1.68%
Dec 31, 2023		0.31%	557.87K	29.19M	557.87K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.31%	560.87K	29.35M	-1.67K	-0.30%
Dec 31, 2023	JOEL ISAACSON & CO., LLC	0.33%	600.08K	31.4M	19.83K	+3.42%
Dec 31, 2023	MONOGRAPH WEALTH ADVISORS, LLC	0.34%	619.09K	32.4M	13.32K	+2.20%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.35%	630.72K	33.01M	-27.01K	-4.11%
Dec 31, 2023	WILLOW CREEK WEALTH MANAGEMENT INC.	0.96%	1.75M	91.41M	33.06K	+1.93%
Dec 31, 2023	KEB ASSET MANAGEMENT, LLC	0.35%	631.06K	33.02M	-3.85K	-0.61%
Dec 31, 2023	LPL FINANCIAL LLC	0.36%	659.21K	34.5M	-10.44K	-1.56%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.38%	695.5K	36.4M	53.68K	+8.36%
Dec 31, 2023	SEQUOIA FINANCIAL ADVISORS, LLC	0.39%	703.47K	36.81M	26.14K	+3.86%
Dec 31, 2023	SAX WEALTH ADVISORS, LLC	0.39%	706.64K	36.98M	18.85K	+2.74%
Dec 31, 2023	CARLSON CAPITAL MANAGEMENT	0.43%	784.89K	41.07M	4.32K	+0.55%
Dec 31, 2023	CAPITAL PERFORMANCE ADVISORS LLP	0.45%	827.39K	43.3M	-666	-0.08%

Frequently Asked Questions