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About N/A of shares are held by financial institutions. FRANCIS FINANCIAL, INC. is the top corporate investor, holding 109.21K shares valued at $5.34M. A 0.82% stake in Dimensional Emerging Markets Sustainability Core 1 ETF is owned by the company. APELLA CAPITAL, LLC owns 103K shares valued at $4.88M, which translates its holding of 0.78% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | FRANCIS FINANCIAL, INC. | 0.82% | 109.21K | 5.34M | 4.22K | +4.02% |
| Jun 30, 2026 | APELLA CAPITAL, LLC | 0.78% | 103K | 4.88M | 7.45K | +7.80% |
| Jun 30, 2026 | CORDANT, INC. | 0.29% | 38.34K | 1.87M | 3.38K | +9.66% |
| Jun 30, 2026 | SIMPLICITY WEALTH,LLC | 0.28% | 37.71K | 1.84M | 3.04K | +8.75% |
| Jun 30, 2026 | GREENSPRING ADVISORS, LLC | 0.69% | 91.14K | 4.45M | -59.25K | -39.40% |
| Jun 30, 2026 | PLANNING CENTER, INC. | 0.27% | 35.78K | 1.75M | -589 | -1.62% |
| Jun 30, 2026 | RW INVESTMENT MANAGEMENT LLC | 0.26% | 34.14K | 1.67M | 1.18K | +3.57% |
| Jun 30, 2026 | LONGVIEW FINANCIAL ADVISORS LLC | 0.26% | 34.14K | 1.67M | -3.35K | -8.93% |
| Jun 30, 2026 | CLARITY WEALTH DEVELOPMENT LLC | 0.25% | 33.63K | 1.64M | 33.63K | +100.00% |
| Jun 30, 2026 | HILL ISLAND FINANCIAL LLC | 0.42% | 55.2K | 2.7M | 0 | 0 |
| Jun 30, 2026 | NAVIGOE, LLC | 0.41% | 54.02K | 2.64M | -1.11K | -2.02% |
| Jun 30, 2026 | TRUEPOINT, INC. | 0.22% | 29.63K | 1.45M | -2.34K | -7.33% |
| Jun 30, 2026 | BETTERMENT LLC | 0.21% | 28.19K | 1.38M | -2.71K | -8.77% |
| Jun 30, 2026 | SAVANT CAPITAL, LLC | 1.98% | 262.18K | 12.8M | 47.56K | +22.16% |
| Jun 30, 2026 | TRIUNE FINANCIAL PARTNERS, LLC | 0.34% | 44.58K | 2.18M | -731 | -1.61% |
| Jun 30, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.63% | 84.07K | 4.11M | 12.06K | +16.75% |
| Jun 30, 2026 | ALLODIUM INVESTMENT CONSULTANTS, LLC | 0.58% | 77.1K | 3.77M | -342 | -0.44% |
| Jun 30, 2026 | DRIVE WEALTH MANAGEMENT, LLC | 0.55% | 72.66K | 3.55M | -1.73K | -2.33% |
| Jun 30, 2026 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.52% | 68.23K | 3.33M | 3.56K | +5.50% |
| Jun 30, 2026 | PURE FINANCIAL ADVISORS, LLC | 0.79% | 104.45K | 5.11M | -3.37K | -3.13% |
| Jun 30, 2026 | BALANCED ROCK INVESTMENT ADVISOR | 0.62% | 81.69K | 3.99M | -7.22K | -8.12% |
| Jun 30, 2026 | CERITY PARTNERS LLC | 0.49% | 65.09K | 3.18M | 37.05K | +132.12% |
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 0.45% | 59.02K | 2.88M | 9.02K | +18.03% |
| Jun 30, 2026 | NEW CAPITAL MANAGEMENT LP | 0.51% | 67.83K | 3.32M | -443 | -0.65% |
| Jun 30, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.5% | 66.53K | 3.22M | -6.47K | -8.87% |
| Jun 30, 2026 | BUCKINGHAM STRATEGIC PARTNERS | 0.48% | 63.34K | 3.1M | 8.2K | +14.87% |
| Jun 30, 2026 | ASSET DEDICATION, LLC | 0.47% | 62.29K | 3.04M | -3.25K | -4.95% |
| Jun 30, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.45% | 59.45K | 2.91M | -86 | -0.14% |
| Jun 30, 2026 | CI PRIVATE WEALTH, LLC | 0.4% | 53.54K | 2.62M | -857 | -1.58% |
| Jun 30, 2026 | EQUITA FINANCIAL NETWORK, INC. | 0.4% | 52.66K | 2.57M | 8.33K | +18.79% |
| Jun 30, 2026 | QUARRY HILL ADVISORS, LLC | 0.39% | 52.27K | 2.55M | 2.24K | +4.47% |
| Jun 30, 2026 | KLAAS FINANCIAL ASSET ADVISORS, LLC | 0.36% | 47.89K | 2.34M | -192 | -0.40% |
| Jun 30, 2026 | 0.22% | 28.93K | 1.41M | 3.22K | +12.50% | |
| Jun 30, 2026 | MISSION WEALTH MANAGEMENT, LP | 0.2% | 26.55K | 1.3M | 20.41K | +331.98% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.17% | 22.64K | 1.11M | 497 | +2.24% |
| Jun 30, 2026 | BEACON POINTE ADVISORS, LLC | 0.38% | 50.69K | 2.48M | 905 | +1.82% |
| Jun 30, 2026 | LAIRD NORTON TRUST COMPANY, LLC | 0.38% | 49.73K | 2.43M | 49.73K | +100.00% |
| Jun 30, 2026 | TCI WEALTH ADVISORS, INC. | 0.64% | 84.36K | 4.12M | -646 | -0.76% |
| Jun 30, 2026 | RAM INVESTMENT PARTNERS, LLC | 0.59% | 78.55K | 3.84M | 7.5K | +10.56% |
| Jun 30, 2026 | BRIGHTON JONES LLC | 0.69% | 91.15K | 4.46M | 9.02K | +10.98% |
| Jun 30, 2026 | AWM CAPITAL, LLC | 6.21% | 821.86K | 40.17M | 61.18K | +8.04% |
| Jun 30, 2026 | PATHSTONE HOLDINGS, LLC | 5.09% | 673.45K | 32.92M | 103.06K | +18.07% |
| Jun 30, 2026 | MASECO LLP | 4.49% | 594.14K | 29.03M | 5.74K | +0.97% |
| Jun 30, 2026 | COLONY GROUP, LLC | 4.3% | 569.43K | 27.83M | 32.45K | +6.04% |
| Jun 30, 2026 | QUANTUM FINANCIAL ADVISORS, LLC | 3.99% | 528.69K | 25.84M | -17.56K | -3.21% |
| Jun 30, 2026 | FIVE OCEANS ADVISORS | 3.34% | 442.37K | 21.62M | 4.08K | +0.93% |
| Jun 30, 2026 | FORUM FINANCIAL MANAGEMENT, LP | 2.76% | 365.68K | 17.87M | -8.88K | -2.37% |
| Jun 30, 2026 | CITRINE CAPITAL LLC | 2.44% | 323.64K | 15.82M | -5.01K | -1.53% |
| Jun 30, 2026 | ABACUS WEALTH PARTNERS, LLC | 2.4% | 317.9K | 15.53M | -22.54K | -6.62% |
| Jun 30, 2026 | EP WEALTH ADVISORS, LLC | 2.32% | 307.47K | 15.03M | 235 | +0.08% |
| Jun 30, 2026 | RETIREMENT SOLUTION INC. | 1.94% | 256.77K | 12.55M | -3.68K | -1.41% |
| Jun 30, 2026 | WEALTHSPIRE ADVISORS, LLC | 1.45% | 191.8K | 9.38M | 191.8K | +100.00% |
| Jun 30, 2026 | WEALTH ARCHITECTS, LLC | 1.17% | 154.99K | 7.58M | -1.16K | -0.74% |
| Jun 30, 2026 | ELSER FINANCIAL PLANNING, INC | 0.95% | 126.25K | 6.17M | -465 | -0.37% |
| Jun 30, 2026 | SCHOOLCRAFT CAPITAL LLC | 0.93% | 123.01K | 6.01M | -13.08K | -9.61% |
| Mar 31, 2026 | COLONY GROUP, LLC | 4.07% | 536.98K | 23.79M | 3.51K | +0.66% |
| Mar 31, 2026 | ALLODIUM INVESTMENT CONSULTANTS, LLC | 0.59% | 77.44K | 3.28M | 1.44K | +1.90% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.19% | 22.14K | 938.19K | 10.11K | +83.99% |
| Mar 31, 2026 | ROCKBRIDGE INVESTMENT MANAGEMENT, LCC | 0.21% | 24.13K | 1.02M | 136 | +0.57% |
| Mar 31, 2026 | 0.2% | 23K | 974.48K | 23K | +100.00% | |
| Mar 31, 2026 | ADDISON ADVISORS LLC | 0.24% | 27.33K | 1.16M | 3.6K | +15.15% |
| Mar 31, 2026 | AWM CAPITAL, LLC | 5.76% | 760.68K | 32.23M | 43.84K | +6.12% |
| Mar 31, 2026 | APELLA CAPITAL, LLC | 0.72% | 95.55K | 4.54M | 17.53K | +22.47% |
| Mar 31, 2026 | NAVIGOE, LLC | 0.42% | 55.13K | 2.34M | 0 | 0 |
| Mar 31, 2026 | HILL ISLAND FINANCIAL LLC | 0.42% | 55.2K | 2.34M | -320 | -0.58% |
| Mar 31, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.45% | 59.54K | 2.52M | 6.75K | +12.80% |
| Mar 31, 2026 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.49% | 64.67K | 2.74M | 1.19K | +1.88% |
| Mar 31, 2026 | NEW CAPITAL MANAGEMENT LP | 0.52% | 68.28K | 2.89M | -6.04K | -8.12% |
| Mar 31, 2026 | RAM INVESTMENT PARTNERS, LLC | 0.54% | 71.05K | 3.01M | 3.2K | +4.72% |
| Mar 31, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.55% | 72K | 3.05M | 19.4K | +36.88% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.55% | 73.01K | 3.09M | -11.61K | -13.72% |
| Mar 31, 2026 | DRIVE WEALTH MANAGEMENT, LLC | 0.56% | 74.39K | 3.15M | 8.32K | +12.60% |
| Mar 31, 2026 | TRUEPOINT, INC. | 0.24% | 31.97K | 1.35M | 282 | +0.89% |
| Mar 31, 2026 | FLOW TRADERS U.S. LLC | 0.25% | 32.6K | 1.38M | 32.6K | +100.00% |
| Mar 31, 2026 | RW INVESTMENT MANAGEMENT LLC | 0.25% | 32.96K | 1.4M | 32.96K | +100.00% |
| Mar 31, 2026 | SIMPLICITY WEALTH,LLC | 0.26% | 34.67K | 1.47M | -1.62K | -4.47% |
| Mar 31, 2026 | WEALTH ARCHITECTS, LLC | 1.18% | 156.15K | 6.62M | -1.62K | -1.03% |
| Mar 31, 2026 | BRIGHTON JONES LLC | 0.71% | 82.13K | 3.48M | 82.13K | +100.00% |
| Mar 31, 2026 | KLAAS FINANCIAL ASSET ADVISORS, LLC | 0.36% | 48.08K | 2.04M | -523 | -1.08% |
| Mar 31, 2026 | QUARRY HILL ADVISORS, LLC | 0.38% | 50.03K | 2.38M | 1.82K | +3.77% |
| Mar 31, 2026 | BUCKINGHAM STRATEGIC PARTNERS | 0.42% | 55.14K | 2.34M | 794 | +1.46% |
| Mar 31, 2026 | ASSET DEDICATION, LLC | 0.5% | 65.54K | 2.78M | -19.84K | -23.24% |
| Mar 31, 2026 | TCI WEALTH ADVISORS, INC. | 0.64% | 85K | 3.6M | -42 | -0.05% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.66% | 86.48K | 3.66M | 63.23K | +271.97% |
| Mar 31, 2026 | BALANCED ROCK INVESTMENT ADVISOR | 0.67% | 88.91K | 3.77M | -704 | -0.79% |
| Mar 31, 2026 | FRANCIS FINANCIAL, INC. | 0.8% | 104.99K | 4.45M | -2.32K | -2.16% |
| Mar 31, 2026 | BETTERMENT LLC | 0.23% | 30.9K | 1.31M | 1.03K | +3.44% |
| Mar 31, 2026 | OLD MISSION CAPITAL LLC | 0.24% | 31.86K | 1.35M | 31.86K | +100.00% |
| Mar 31, 2026 | CORDANT, INC. | 0.27% | 34.96K | 1.48M | 3.3K | +10.44% |
| Mar 31, 2026 | PLANNING CENTER, INC. | 0.28% | 36.37K | 1.54M | -1.25K | -3.33% |
| Mar 31, 2026 | LONGVIEW FINANCIAL ADVISORS LLC | 0.28% | 37.48K | 1.59M | 1.49K | +4.15% |
| Mar 31, 2026 | CI PRIVATE WEALTH, LLC | 0.41% | 54.39K | 1.94M | 10.01K | +22.55% |
| Mar 31, 2026 | BEACON POINTE ADVISORS, LLC | 0.38% | 49.79K | 2.11M | 3.99K | +8.71% |
| Mar 31, 2026 | SOL CAPITAL MANAGEMENT CO | 0.26% | 30.15K | 1.02M | 30.15K | +100.00% |
| Mar 31, 2026 | EQUITA FINANCIAL NETWORK, INC. | 0.34% | 44.33K | 1.88M | 15.85K | +55.66% |
| Mar 31, 2026 | TRIUNE FINANCIAL PARTNERS, LLC | 0.34% | 45.31K | 1.92M | 156 | +0.35% |
| Mar 31, 2026 | PURE FINANCIAL ADVISORS, LLC | 0.82% | 107.83K | 4.57M | -1.23K | -1.13% |
| Mar 31, 2026 | ELSER FINANCIAL PLANNING, INC | 0.96% | 126.71K | 5.32M | 126.71K | +100.00% |
| Mar 31, 2026 | SCHOOLCRAFT CAPITAL LLC | 1.03% | 136.09K | 5.77M | 8.41K | +6.58% |
| Mar 31, 2026 | GREENSPRING ADVISORS, LLC | 1.14% | 150.39K | 6.37M | 603 | +0.40% |
| Mar 31, 2026 | SAVANT CAPITAL, LLC | 1.63% | 214.63K | 9.09M | 77.28K | +56.26% |
| Mar 31, 2026 | RETIREMENT SOLUTION INC. | 1.97% | 260.45K | 11.04M | -2.98K | -1.13% |
| Mar 31, 2026 | EP WEALTH ADVISORS, LLC | 2.33% | 307.24K | 13.02M | 296.38K | +2,730.12% |
| Mar 31, 2026 | CITRINE CAPITAL LLC | 2.49% | 328.65K | 13.92M | 10.25K | +3.22% |
| Mar 31, 2026 | ABACUS WEALTH PARTNERS, LLC | 2.58% | 340.44K | 14.42M | -1.03K | -0.30% |
| Mar 31, 2026 | FORUM FINANCIAL MANAGEMENT, LP | 2.84% | 374.56K | 15.87M | -20.73K | -5.24% |
| Mar 31, 2026 | FIVE OCEANS ADVISORS | 3.32% | 438.29K | 18.57M | 4.76K | +1.10% |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.38% | 50K | 2.12M | 50K | +100.00% |
| Mar 31, 2026 | QUANTUM FINANCIAL ADVISORS, LLC | 4.14% | 546.24K | 23.14M | -11.08K | -1.99% |
| Mar 31, 2026 | PATHSTONE HOLDINGS, LLC | 4.32% | 570.39K | 24.17M | 54.98K | +10.67% |
| Mar 31, 2026 | MASECO LLP | 4.46% | 588.4K | 24.91M | 14.76K | +2.57% |
| Mar 31, 2026 | HENRICKSON NAUTA WEALTH ADVISORS, INC. | 0.17% | 20.28K | 859.17K | -17.83K | -46.79% |
| Mar 31, 2026 | SEVEN MILE ADVISORY | 0.18% | 20.48K | 867.69K | -2.05K | -9.09% |
| Dec 31, 2025 | NAVIGOE, LLC | 0.5% | 55.13K | 2.29M | 0 | 0 |
| Dec 31, 2025 | TCI WEALTH ADVISORS, INC. | 0.77% | 85.05K | 3.53M | 6.19K | +7.84% |
| Dec 31, 2025 | ASSET DEDICATION, LLC | 0.78% | 85.38K | 3.54M | 2.32K | +2.79% |
| Dec 31, 2025 | CI PRIVATE WEALTH, LLC | 0.4% | 44.38K | 1.84M | 1.97K | +4.65% |
| Dec 31, 2025 | BEACON POINTE ADVISORS, LLC | 0.38% | 45.8K | 1.9M | 1.81K | +4.12% |
| Dec 31, 2025 | APELLA CAPITAL, LLC | 0.71% | 78.02K | 3.24M | 10.06K | +14.80% |
| Dec 31, 2025 | WEALTH ARCHITECTS, LLC | 1.32% | 157.78K | 6.54M | 11.29K | +7.71% |
| Dec 31, 2025 | PATHSTONE HOLDINGS, LLC | 4.3% | 515.41K | 21.38M | 174.6K | +51.23% |
| Dec 31, 2025 | COLONY GROUP, LLC | 4.48% | 533.47K | 22.13M | -9K | -1.66% |
| Dec 31, 2025 | QUANTUM FINANCIAL ADVISORS, LLC | 5.06% | 557.32K | 23.12M | -5.5K | -0.98% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.19% | 23.25K | 964.33K | -51.91K | -69.07% |
| Dec 31, 2025 | SEVEN MILE ADVISORY | 0.19% | 22.53K | 934.42K | 1.34K | +6.30% |
| Dec 31, 2025 | KLAAS FINANCIAL ASSET ADVISORS, LLC | 0.44% | 48.6K | 2.02M | -2.68K | -5.22% |
| Dec 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.48% | 52.78K | 2.19M | 2.51K | +4.99% |
| Dec 31, 2025 | HILL ISLAND FINANCIAL LLC | 0.5% | 55.52K | 2.3M | 435 | +0.79% |
| Dec 31, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.53% | 63.48K | 2.63M | -2.18K | -3.32% |
| Dec 31, 2025 | HERITAGE FINANCIAL SERVICES, LLC | 0.54% | 59.73K | 2.48M | 877 | +1.49% |
| Dec 31, 2025 | RAM INVESTMENT PARTNERS, LLC | 0.56% | 67.84K | 2.81M | 2.03K | +3.08% |
| Dec 31, 2025 | DRIVE WEALTH MANAGEMENT, LLC | 0.6% | 66.06K | 2.74M | 6.11K | +10.18% |
| Dec 31, 2025 | NEW CAPITAL MANAGEMENT LP | 0.67% | 74.31K | 3.08M | -568 | -0.76% |
| Dec 31, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.45% | 54.35K | 2.25M | -7.89K | -12.68% |
| Dec 31, 2025 | QUARRY HILL ADVISORS, LLC | 0.44% | 48.22K | 2M | 10.66K | +28.37% |
| Dec 31, 2025 | MASECO LLP | 5.21% | 573.64K | 23.78M | 15.45K | +2.77% |
| Dec 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.44% | 52.6K | 2.18M | 8.64K | +19.64% |
| Dec 31, 2025 | SAVANT CAPITAL, LLC | 1.14% | 137.35K | 5.7M | 13.22K | +10.65% |
| Dec 31, 2025 | AWM CAPITAL, LLC | 5.98% | 716.84K | 29.73M | 41.25K | +6.11% |
| Dec 31, 2025 | BETTERMENT LLC | 0.25% | 29.88K | 1.24M | 4.38K | +17.17% |
| Dec 31, 2025 | FRANCIS FINANCIAL, INC. | 0.89% | 107.31K | 4.45M | 143 | +0.13% |
| Dec 31, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.99% | 109.06K | 4.52M | 28.24K | +34.94% |
| Dec 31, 2025 | EQUITA FINANCIAL NETWORK, INC. | 0.26% | 28.48K | 1.18M | 7.26K | +34.19% |
| Dec 31, 2025 | TRUEPOINT, INC. | 0.26% | 31.69K | 1.31M | 40 | +0.13% |
| Dec 31, 2025 | TRIUNE FINANCIAL PARTNERS, LLC | 0.41% | 45.15K | 2M | -1.1K | -2.37% |
| Dec 31, 2025 | LONGVIEW FINANCIAL ADVISORS LLC | 0.33% | 35.99K | 1.49M | 898 | +2.56% |
| Dec 31, 2025 | CORDANT, INC. | 0.29% | 31.66K | 1.31M | -350 | -1.09% |
| Dec 31, 2025 | 0.23% | 26.81K | 1.11M | 1.91K | +7.68% | |
| Dec 31, 2025 | NORTHLAND CAPITAL MANAGEMENT LLC | 0.21% | 22.69K | 941.22K | -80 | -0.35% |
| Dec 31, 2025 | ROCKBRIDGE INVESTMENT MANAGEMENT, LCC | 0.22% | 24K | 995.44K | 165 | +0.69% |
| Dec 31, 2025 | SCHOOLCRAFT CAPITAL LLC | 1.07% | 127.68K | 5.3M | -18 | -0.01% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 1.17% | 128.74K | 5.34M | 128.74K | +100.00% |
| Dec 31, 2025 | GREENSPRING ADVISORS, LLC | 1.24% | 149.79K | 6.21M | 16.37K | +12.27% |
| Dec 31, 2025 | RETIREMENT SOLUTION INC. | 2.39% | 263.43K | 10.93M | 1.29K | +0.49% |
| Dec 31, 2025 | LONGVIEW ASSET MANAGEMENT LLC | 2.44% | 293.98K | 12.19M | 1.21K | +0.41% |
| Dec 31, 2025 | CITRINE CAPITAL LLC | 2.89% | 318.4K | 13.21M | 5.03K | +1.60% |
| Dec 31, 2025 | ABACUS WEALTH PARTNERS, LLC | 3.1% | 341.47K | 14.16M | 904 | +0.27% |
| Dec 31, 2025 | FORUM FINANCIAL MANAGEMENT, LP | 3.59% | 395.29K | 16.4M | -1.87K | -0.47% |
| Dec 31, 2025 | FIVE OCEANS ADVISORS | 3.94% | 433.53K | 17.98M | 16.39K | +3.93% |
| Dec 31, 2025 | ALLODIUM INVESTMENT CONSULTANTS, LLC | 0.69% | 76K | 3.15M | -239 | -0.31% |
| Dec 31, 2025 | BALANCED ROCK INVESTMENT ADVISOR | 0.75% | 89.61K | 3.72M | 1.95K | +2.23% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.77% | 84.62K | 3.64M | -2.25K | -2.58% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 0.24% | 28.58K | 1.24M | -556 | -1.91% |
| Dec 31, 2025 | ADDISON ADVISORS LLC | 0.2% | 23.73K | 984.49K | -240 | -1.00% |
| Dec 31, 2025 | SIMPLICITY WEALTH,LLC | 0.33% | 36.3K | 1.51M | 24.84K | +216.74% |
| Dec 31, 2025 | PLANNING CENTER, INC. | 0.34% | 37.63K | 1.56M | -3.55K | -8.63% |
| Dec 31, 2025 | HENRICKSON NAUTA WEALTH ADVISORS, INC. | 0.35% | 38.11K | 1.64M | 19.41K | +103.82% |
| Sep 30, 2025 | FIVE OCEANS ADVISORS | 3.63% | 417.13K | 17.14M | 65.24K | +18.54% |
| Sep 30, 2025 | COLONY GROUP, LLC | 4.73% | 542.46K | 22.29M | 4.49K | +0.83% |
| Sep 30, 2025 | LONGVIEW ASSET MANAGEMENT LLC | 2.55% | 292.77K | 12.03M | 28.06K | +10.60% |
| Sep 30, 2025 | HILL ISLAND FINANCIAL LLC | 0.48% | 55.09K | 2.26M | 0 | 0 |
| Sep 30, 2025 | RETIREMENT SOLUTION INC. | 2.28% | 262.15K | 10.77M | -2.49K | -0.94% |
| Sep 30, 2025 | WILLOW CREEK WEALTH MANAGEMENT INC. | 1.44% | 165.75K | 6.81M | 2.38K | +1.46% |
| Sep 30, 2025 | AWM CAPITAL, LLC | 5.89% | 675.59K | 27.76M | 48.37K | +7.71% |
| Sep 30, 2025 | NORTHLAND CAPITAL MANAGEMENT LLC | 0.2% | 22.77K | 935.65K | 1.37K | +6.41% |
| Sep 30, 2025 | MOMENTOUS WEALTH MANAGEMENT, INC. | 0.19% | 21.26K | 873.38K | -381 | -1.76% |
| Sep 30, 2025 | EQUITA FINANCIAL NETWORK, INC. | 0.18% | 21.22K | 871.93K | 8.47K | +66.47% |
| Sep 30, 2025 | SEVEN MILE ADVISORY | 0.18% | 21.19K | 870.74K | -504 | -2.32% |
| Sep 30, 2025 | MORLING FINANCIAL ADVISORS, LLC | 0.17% | 20.01K | 822.21K | 50 | +0.25% |
| Sep 30, 2025 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 0.17% | 19.98K | 819.36K | 475 | +2.44% |
| Sep 30, 2025 | NWAM LLC | 0.17% | 19.07K | 783.53K | -484 | -2.48% |
| Sep 30, 2025 | FORUM FINANCIAL MANAGEMENT, LP | 3.46% | 397.16K | 16.32M | 1.02K | +0.26% |
| Sep 30, 2025 | PATHSTONE HOLDINGS, LLC | 2.97% | 340.81K | 14M | 118.61K | +53.38% |
| Sep 30, 2025 | CITRINE CAPITAL LLC | 2.73% | 313.37K | 12.88M | 7.48K | +2.45% |
| Sep 30, 2025 | WEALTH ARCHITECTS, LLC | 1.28% | 146.48K | 6.02M | 4.67K | +3.29% |
| Sep 30, 2025 | GREENSPRING ADVISORS, LLC | 1.16% | 133.42K | 5.48M | 133.42K | +100.00% |
| Sep 30, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.7% | 80.82K | 3.32M | 7.9K | +10.84% |
| Sep 30, 2025 | TCI WEALTH ADVISORS, INC. | 0.69% | 78.86K | 3.24M | 32.02K | +68.37% |
| Sep 30, 2025 | ALLODIUM INVESTMENT CONSULTANTS, LLC | 0.66% | 76.24K | 3.13M | 15.7K | +25.93% |
| Sep 30, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.44% | 50.27K | 2.07M | 6.33K | +14.40% |
| Sep 30, 2025 | TRIUNE FINANCIAL PARTNERS, LLC | 0.4% | 46.25K | 1.9M | -852 | -1.81% |
| Sep 30, 2025 | BEACON POINTE ADVISORS, LLC | 0.38% | 43.98K | 1.81M | 43.98K | +100.00% |
| Sep 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.38% | 43.97K | 1.81M | 43.97K | +100.00% |
| Sep 30, 2025 | CI PRIVATE WEALTH, LLC | 0.37% | 42.41K | 1.74M | 8.73K | +25.91% |
| Sep 30, 2025 | ABACUS WEALTH PARTNERS, LLC | 2.97% | 340.57K | 13.99M | 3.87K | +1.15% |
| Sep 30, 2025 | SCHOOLCRAFT CAPITAL LLC | 1.11% | 127.7K | 5.25M | -20.64K | -13.92% |
| Sep 30, 2025 | SAVANT CAPITAL, LLC | 1.08% | 124.13K | 5.1M | -2.66K | -2.10% |
| Sep 30, 2025 | FRANCIS FINANCIAL, INC. | 0.93% | 107.17K | 4.4M | 107.17K | +100.00% |
| Sep 30, 2025 | BALANCED ROCK INVESTMENT ADVISOR | 0.76% | 87.66K | 3.6M | -2.11K | -2.35% |
| Sep 30, 2025 | PLANNING CENTER, INC. | 0.36% | 41.18K | 1.69M | -946 | -2.25% |
| Sep 30, 2025 | ASSET DEDICATION, LLC | 0.72% | 83.06K | 3.41M | 3K | +3.74% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.65% | 75.16K | 3.09M | -112.18K | -59.88% |
| Sep 30, 2025 | NEW CAPITAL MANAGEMENT LP | 0.65% | 74.88K | 3.08M | -56 | -0.07% |
| Sep 30, 2025 | BRIGHTON JONES LLC | 0.64% | 72.88K | 2.99M | 1.39K | +1.94% |
| Sep 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.76% | 86.86K | 3.61M | -9.71K | -10.05% |
| Sep 30, 2025 | APELLA CAPITAL, LLC | 0.59% | 67.96K | 2.82M | 16.03K | +30.88% |
| Sep 30, 2025 | RAM INVESTMENT PARTNERS, LLC | 0.57% | 65.81K | 2.7M | -686 | -1.03% |
| Sep 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.57% | 65.66K | 2.7M | 947 | +1.46% |
| Sep 30, 2025 | DRIVE WEALTH MANAGEMENT, LLC | 0.52% | 59.96K | 2.46M | 2.69K | +4.69% |
| Sep 30, 2025 | HERITAGE FINANCIAL SERVICES, LLC | 0.51% | 58.86K | 2.42M | -1.93K | -3.17% |
| Sep 30, 2025 | NAVIGOE, LLC | 0.48% | 55.13K | 2.27M | 20.4K | +58.73% |
| Sep 30, 2025 | LONGVIEW FINANCIAL ADVISORS LLC | 0.31% | 35.09K | 1.44M | 3.16K | +9.90% |
| Sep 30, 2025 | 0.28% | 32.18K | 1.32M | 8.65K | +36.77% | |
| Sep 30, 2025 | CORDANT, INC. | 0.28% | 32.01K | 1.32M | -111 | -0.35% |
| Sep 30, 2025 | TRUEPOINT, INC. | 0.28% | 31.65K | 1.3M | -52 | -0.16% |
| Sep 30, 2025 | RW INVESTMENT MANAGEMENT LLC | 0.27% | 30.81K | 1.27M | 3.38K | +12.31% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.25% | 29.14K | 1.21M | -638 | -2.14% |
| Sep 30, 2025 | BETTERMENT LLC | 0.22% | 25.5K | 1.05M | 9.41K | +58.53% |
| Sep 30, 2025 | ADDISON ADVISORS LLC | 0.21% | 23.97K | 985.09K | 2.53K | +11.80% |
| Sep 30, 2025 | QUANTUM FINANCIAL ADVISORS, LLC | 4.9% | 562.82K | 23.13M | -11.11K | -1.93% |
| Sep 30, 2025 | MASECO LLP | 4.86% | 558.19K | 22.9M | 10.01K | +1.83% |
| Sep 30, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.54% | 62.24K | 2.59M | 15.67K | +33.64% |
| Sep 30, 2025 | ROCKBRIDGE INVESTMENT MANAGEMENT, LCC | 0.21% | 23.83K | 979.3K | 10.35K | +76.78% |
| Sep 30, 2025 | KLAAS FINANCIAL ASSET ADVISORS, LLC | 0.45% | 51.28K | 2.11M | 1.45K | +2.91% |
| Sep 30, 2025 | QUARRY HILL ADVISORS, LLC | 0.33% | 37.56K | 1.54M | 6.76K | +21.96% |
| Jun 30, 2025 | LONGVIEW FINANCIAL ADVISORS LLC | 0.3% | 31.93K | 1.22M | 1.8K | +5.99% |
| Jun 30, 2025 | WILLOW CREEK WEALTH MANAGEMENT INC. | 1.52% | 163.37K | 6.22M | -19K | -10.42% |
| Jun 30, 2025 | FORUM FINANCIAL MANAGEMENT, LP | 3.69% | 396.14K | 15.08M | 528 | +0.13% |
| Jun 30, 2025 | COLONY GROUP, LLC | 5.02% | 537.97K | 20.48M | 225.17K | +71.98% |
| Jun 30, 2025 | QUANTUM FINANCIAL ADVISORS, LLC | 5.35% | 573.93K | 21.84M | -9.99K | -1.71% |
| Jun 30, 2025 | AWM CAPITAL, LLC | 5.85% | 627.23K | 23.87M | -254.99K | -28.90% |
| Jun 30, 2025 | BRIGHTON JONES LLC | 0.67% | 71.49K | 2.72M | 7.01K | +10.87% |
| Jun 30, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.68% | 72.91K | 2.78M | 28.51K | +64.20% |
| Jun 30, 2025 | NEW CAPITAL MANAGEMENT LP | 0.7% | 74.94K | 2.85M | 5.68K | +8.20% |
| Jun 30, 2025 | DRIVE WEALTH MANAGEMENT, LLC | 0.53% | 57.27K | 2.18M | 1.15K | +2.04% |
| Jun 30, 2025 | HERITAGE FINANCIAL SERVICES, LLC | 0.57% | 60.78K | 2.31M | -97 | -0.16% |
| Jun 30, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.6% | 64.72K | 2.46M | -3.36K | -4.93% |
| Jun 30, 2025 | RAM INVESTMENT PARTNERS, LLC | 0.62% | 66.5K | 2.53M | 9.88K | +17.44% |
| Jun 30, 2025 | ASSET DEDICATION, LLC | 0.75% | 80.06K | 3.05M | -129 | -0.16% |
| Jun 30, 2025 | BALANCED ROCK INVESTMENT ADVISOR | 0.84% | 89.77K | 3.42M | 2.65K | +3.05% |
| Jun 30, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.9% | 96.57K | 3.71M | -3.16K | -3.17% |
| Jun 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 1.14% | 122.15K | 4.65M | 122.15K | +100.00% |
| Jun 30, 2025 | ELSER FINANCIAL PLANNING, INC | 1.16% | 124.89K | 4.79M | 124.89K | +100.00% |
| Jun 30, 2025 | SAVANT CAPITAL, LLC | 1.18% | 126.79K | 4.83M | 3.38K | +2.73% |
| Jun 30, 2025 | RW INVESTMENT MANAGEMENT LLC | 0.26% | 27.44K | 1.04M | 6 | +0.02% |
| Jun 30, 2025 | MOMENTOUS WEALTH MANAGEMENT, INC. | 0.2% | 21.64K | 823.46K | 1.58K | +7.88% |
| Jun 30, 2025 | SEVEN MILE ADVISORY | 0.2% | 21.7K | 825.71K | 0 | 0 |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.28% | 29.78K | 1.17M | 29.78K | +100.00% |
| Jun 30, 2025 | WAYPOINT WEALTH PARTNERS INC. | 0.29% | 30.73K | 1.17M | 7.8K | +34.03% |
| Jun 30, 2025 | NAVIGOE, LLC | 0.32% | 34.73K | 1.32M | 0 | 0 |
| Jun 30, 2025 | TRIUNE FINANCIAL PARTNERS, LLC | 0.44% | 47.1K | 1.79M | 47.1K | +100.00% |
| Jun 30, 2025 | ALLODIUM INVESTMENT CONSULTANTS, LLC | 0.56% | 60.54K | 2.3M | -579 | -0.95% |
| Jun 30, 2025 | LONGVIEW ASSET MANAGEMENT LLC | 2.47% | 264.71K | 10.07M | 46.74K | +21.44% |
| Jun 30, 2025 | CITRINE CAPITAL LLC | 2.85% | 305.89K | 11.64M | 3.38K | +1.12% |
| Jun 30, 2025 | MASECO LLP | 5.11% | 548.18K | 20.86M | 548.18K | +100.00% |
| Jun 30, 2025 | QUARRY HILL ADVISORS, LLC | 0.29% | 30.8K | 1.17M | 2.01K | +6.98% |
| Jun 30, 2025 | TRUEPOINT, INC. | 0.3% | 31.7K | 1.21M | -1.44K | -4.34% |
| Jun 30, 2025 | CORDANT, INC. | 0.3% | 32.12K | 1.22M | -980 | -2.96% |
| Jun 30, 2025 | CI PRIVATE WEALTH, LLC | 0.31% | 33.68K | 1.28M | -32.37K | -49.00% |
| Jun 30, 2025 | PLANNING CENTER, INC. | 0.39% | 42.13K | 1.6M | 1.27K | +3.12% |
| Jun 30, 2025 | APELLA CAPITAL, LLC | 0.48% | 51.93K | 1.97M | 4.08K | +8.53% |
| Jun 30, 2025 | HILL ISLAND FINANCIAL LLC | 0.51% | 55.09K | 2.1M | 55.09K | +100.00% |
| Jun 30, 2025 | SCHOOLCRAFT CAPITAL LLC | 1.38% | 148.34K | 5.65M | 90.07K | +154.58% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 1.75% | 187.34K | 7.13M | -13.73K | -6.83% |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 1.93% | 207.02K | 7.88M | 207.02K | +100.00% |
| Jun 30, 2025 | WEALTH ARCHITECTS, LLC | 1.32% | 141.81K | 5.4M | 20.9K | +17.29% |
| Jun 30, 2025 | ADDISON ADVISORS LLC | 0.2% | 21.44K | 816.12K | 713 | +3.44% |
| Jun 30, 2025 | 0.22% | 23.53K | 895.57K | -9.86K | -29.54% | |
| Jun 30, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.41% | 43.94K | 1.67M | 926 | +2.15% |
| Jun 30, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.43% | 46.57K | 1.77M | -1.22K | -2.55% |
| Jun 30, 2025 | TCI WEALTH ADVISORS, INC. | 0.44% | 46.84K | 1.78M | 46.84K | +100.00% |
| Jun 30, 2025 | KLAAS FINANCIAL ASSET ADVISORS, LLC | 0.46% | 49.83K | 1.9M | 3.86K | +8.39% |
| Jun 30, 2025 | PATHSTONE HOLDINGS, LLC | 2.07% | 222.2K | 8.46M | 56.42K | +34.03% |
| Jun 30, 2025 | RETIREMENT SOLUTION INC. | 2.47% | 264.64K | 10.07M | 1.76K | +0.67% |
| Jun 30, 2025 | ABACUS WEALTH PARTNERS, LLC | 3.14% | 336.69K | 12.81M | -188.85K | -35.93% |
| Jun 30, 2025 | FIVE OCEANS ADVISORS | 3.28% | 351.89K | 13.39M | 19.49K | +5.86% |
| Mar 31, 2025 | BUCKINGHAM STRATEGIC PARTNERS | 0.46% | 47.79K | 1.61M | 9.78K | +25.73% |
| Mar 31, 2025 | NWAM LLC | 0.22% | 23.07K | 776.88K | 1K | +4.55% |
| Mar 31, 2025 | QUARRY HILL ADVISORS, LLC | 0.28% | 28.79K | 969.55K | 5.9K | +25.76% |
| Mar 31, 2025 | 0.29% | 30.13K | 1.01M | 2.4K | +8.64% | |
| Mar 31, 2025 | PURE FINANCIAL ADVISORS, LLC | 0.43% | 44.41K | 1.5M | 12.47K | +39.07% |
| Mar 31, 2025 | KLAAS FINANCIAL ASSET ADVISORS, LLC | 0.44% | 45.97K | 1.55M | 9.4K | +25.69% |
| Mar 31, 2025 | HERITAGE FINANCIAL SERVICES, LLC | 0.59% | 60.88K | 2.05M | -13.03K | -17.63% |
| Mar 31, 2025 | BRIGHTON JONES LLC | 0.62% | 64.48K | 2.17M | 5K | +8.41% |
| Mar 31, 2025 | CI PRIVATE WEALTH, LLC | 0.64% | 66.05K | 2.22M | 3.69K | +5.92% |
| Mar 31, 2025 | RESOURCES INVESTMENT ADVISORS, LLC. | 0.66% | 68.07K | 2.29M | -8 | -0.01% |
| Mar 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.96% | 99.74K | 3.36M | -207 | -0.21% |
| Mar 31, 2025 | COLONY GROUP, LLC | 3.02% | 312.81K | 10.54M | 296.72K | +1,844.23% |
| Mar 31, 2025 | FIVE OCEANS ADVISORS | 3.21% | 332.4K | 11.2M | 2.42K | +0.73% |
| Mar 31, 2025 | FORUM FINANCIAL MANAGEMENT, LP | 3.82% | 395.61K | 13.32M | 6.65K | +1.71% |
| Mar 31, 2025 | ABACUS WEALTH PARTNERS, LLC | 5.08% | 525.54K | 17.7M | 5.02K | +0.96% |
| Mar 31, 2025 | QUANTUM FINANCIAL ADVISORS, LLC | 5.64% | 583.92K | 19.67M | 32.7K | +5.93% |
| Mar 31, 2025 | AWM CAPITAL, LLC | 8.52% | 882.22K | 29.71M | 30.62K | +3.60% |
| Mar 31, 2025 | SCHOOLCRAFT CAPITAL LLC | 0.56% | 58.27K | 1.96M | -11.53K | -16.52% |
| Mar 31, 2025 | ADDISON ADVISORS LLC | 0.2% | 20.73K | 698.19K | 680 | +3.39% |
| Mar 31, 2025 | NEW CAPITAL MANAGEMENT LP | 0.67% | 69.26K | 2.33M | 7.05K | +11.33% |
| Mar 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.42% | 43.02K | 1.45M | 4.5K | +11.68% |
| Mar 31, 2025 | GREENSPRING ADVISORS, LLC | 0.72% | 74.12K | 2.5M | -59.3K | -44.44% |
| Mar 31, 2025 | ASSET DEDICATION, LLC | 0.77% | 80.19K | 2.7M | -7.39K | -8.44% |
| Mar 31, 2025 | BALANCED ROCK INVESTMENT ADVISOR | 0.84% | 87.11K | 2.93M | 3.11K | +3.70% |
| Mar 31, 2025 | SAVANT CAPITAL, LLC | 1.19% | 123.42K | 4.16M | 3.14K | +2.61% |
| Mar 31, 2025 | BETTERMENT LLC | 0.2% | 20.82K | 701K | 3.21K | +18.20% |
| Mar 31, 2025 | NORTHLAND CAPITAL MANAGEMENT LLC | 0.2% | 21.09K | 710.43K | -2.2K | -9.43% |
| Mar 31, 2025 | RETIREMENT SOLUTION INC. | 2.54% | 262.88K | 8.85M | 53.6K | +25.61% |
| Mar 31, 2025 | COOK WEALTH MANAGEMENT GROUP LLC | 0.29% | 30.15K | 1.02M | -107 | -0.35% |
| Mar 31, 2025 | APELLA CAPITAL, LLC | 0.46% | 47.85K | 1.52M | 10.84K | +29.30% |
| Mar 31, 2025 | DRIVE WEALTH MANAGEMENT, LLC | 0.54% | 56.13K | 1.89M | -4.16K | -6.89% |
| Mar 31, 2025 | TOWNSQUARE CAPITAL LLC | 0.54% | 56.13K | 1.89M | -5.83K | -9.40% |
| Mar 31, 2025 | RAM INVESTMENT PARTNERS, LLC | 0.55% | 56.62K | 1.91M | 3.47K | +6.53% |
| Mar 31, 2025 | PATHSTONE HOLDINGS, LLC | 1.6% | 165.78K | 5.58M | 162 | +0.10% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 1.94% | 201.07K | 6.77M | 169.62K | +539.39% |
| Mar 31, 2025 | VISTA WEALTH MANAGEMENT GROUP, LLC | 2.03% | 210.31K | 7.08M | 3.95K | +1.91% |
| Mar 31, 2025 | TRUEPOINT, INC. | 0.32% | 33.14K | 1.12M | 1.08K | +3.38% |
| Mar 31, 2025 | EP WEALTH ADVISORS, LLC | 0.2% | 21.14K | 711.96K | 1.74K | +8.97% |
| Mar 31, 2025 | SEVEN MILE ADVISORY | 0.21% | 21.7K | 730.69K | 0 | 0 |
| Mar 31, 2025 | WAYPOINT WEALTH PARTNERS INC. | 0.22% | 22.93K | 772.29K | -32 | -0.14% |
| Mar 31, 2025 | PLANNING CENTER, INC. | 0.39% | 40.85K | 1.38M | -1.8K | -4.23% |
| Mar 31, 2025 | CARDINAL POINT CAPITAL MANAGEMENT, ULC | 0.22% | 23.01K | 774.81K | -2.08K | -8.27% |
| Mar 31, 2025 | FRANCIS FINANCIAL, INC. | 1.15% | 119.34K | 4.02M | -1.22K | -1.01% |
| Mar 31, 2025 | WEALTH ARCHITECTS, LLC | 1.17% | 120.91K | 4.07M | 13.19K | +12.24% |
| Mar 31, 2025 | CORDANT, INC. | 0.32% | 33.1K | 1.11M | -345 | -1.03% |
| Mar 31, 2025 | WILLOW CREEK WEALTH MANAGEMENT INC. | 1.76% | 182.36K | 6.14M | 57.51K | +46.06% |
| Mar 31, 2025 | RW INVESTMENT MANAGEMENT LLC | 0.27% | 27.43K | 923.81K | -3.22K | -10.51% |